iShares Gold TrustIAUETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,929 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 224 from Q3 2025. 158 opened new positions and 72 sold out. The largest holders were Bank of America Corp. ($2.5B), Morgan Stanley ($2.0B) and FMR LLC ($1.8B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- iShares Gold Trust
- CUSIP
- 464285204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 158 | $151.1M |
| Exits | 72 | $654.4M |
All 13F filers, Q3 2025 → Q4 2025: 23,468,178 shares bought and 23,821,243 shares sold, net −353,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,929 holders
| Bank of America Corp. | 0.18% | Reduce -1.7% | 30,270,516 | $2.5B |
| Morgan Stanley | 0.12% | Add +0.2% | 24,895,743 | $2.0B |
| FMR LLC | 0.09% | Add +1.9% | 22,414,658 | $1.8B |
| Envestnet Asset Management Inc. | 0.46% | Reduce -5.9% | 19,303,975 | $1.6B |
| LPL Financial LLC | 0.30% | Add +1.5% | 13,742,286 | $1.1B |
| Wells Fargo & Company | 0.21% | Add +2.0% | 13,136,955 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Reduce -10.0% | 11,844,631 | $961.4M |
| UBS Group AG | 0.14% | Reduce -2.1% | 8,957,847 | $727.1M |
| Ameriprise Financial Inc. | 0.13% | Add +10.0% | 7,267,819 | $590.2M |
| Citigroup Inc. | 0.40% | Add +35.7% | 7,201,313 | $584.5M |
| BlackRock, Inc. | 0.01% | Add +26.3% | 7,189,794 | $583.6M |
| WealthNavi Inc. | 5.09% | Reduce -0.6% | 7,089,248 | $575.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.32% | Reduce -26.6% | 6,608,915 | $536.4M |
| Northwestern Mutual Wealth Management Co. | 0.34% | Add +18.3% | 6,595,990 | $535.4M |
| Alliancebernstein L.P. | 0.16% | Reduce -6.8% | 6,351,725 | $515.6M |
| Truist Financial Corp. | 0.64% | Add +1.6% | 5,904,081 | $479.2M |
| Raymond James Financial Inc. | 0.14% | Add +0.4% | 5,648,490 | $458.5M |
| Empower Advisory Group, LLC | 1.21% | Reduce -6.0% | 5,520,278 | $448.1M |
| Northern Trust Corp. | 0.05% | Add +5.3% | 4,539,672 | $368.5M |
| Royal Bank of Canada | 0.06% | Reduce -13.9% | 3,900,561 | $316.6M |
| Keybank National Association | 1.08% | Add +1.3% | 3,708,150 | $301.0M |
| Commonwealth Equity Services, LLC | 0.38% | Add +0.6% | 3,538,226 | $287.2M |
| HighTower Advisors, LLC | 0.30% | Reduce -3.4% | 3,390,805 | $275.2M |
| Cerity Partners LLC | 0.39% | Add +4.9% | 3,282,216 | $266.4M |
| HRTG Gpe, LLC | 32.71% | No change | 3,163,660 | $256.8M |
| CIBC Private Wealth Group LLC | 0.38% | Add +3.2% | 2,735,976 | $222.1M |
| Erste Asset Management GmbH | 1.76% | Add +35.7% | 2,585,650 | $209.9M |
| Concurrent Investment Advisors, LLC | 2.35% | Add +381.5% | 2,534,729 | $205.7M |
| Stifel Financial Corp. | 0.18% | Add +0.8% | 2,432,288 | $197.4M |
| Captrust Financial Advisors | 0.37% | Add +0.5% | 2,410,855 | $195.7M |
| Cetera Investment Advisers | 0.21% | Add +2.5% | 2,319,569 | $188.3M |
| Bank of New York Mellon Corp | 0.03% | Add +12.5% | 2,204,361 | $178.9M |
| Proficio Capital Partners LLC | 12.12% | Reduce -6.2% | 2,127,021 | $172.7M |
| Citadel Advisors | 0.12% | Add +129.7% | 2,108,607 | $171.2M |
| MML Investors Services, LLC | 0.42% | Add +4.9% | 2,106,672 | $171.0M |
| Osaic Holdings, Inc. | 0.25% | Add +2.0% | 2,082,256 | $169.0M |
| Rockefeller Capital Management L.P. | 0.29% | Add +19.1% | 1,999,238 | $162.3M |
| Cwm, LLC | 0.43% | Add +3.0% | 1,954,113 | $158.6M |
| Silver Point Capital L.P. | 9.21% | Add +45.7% | 1,945,000 | $157.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +15.7% | 1,843,148 | $149.6M |
| Packer & Co Ltd | 39.55% | Reduce -14.9% | 1,830,100 | $148.5M |
| Arnhold LLC | 10.82% | No change | 1,757,254 | $142.6M |
| Tocqueville Asset Management L.P. | 2.08% | Reduce -3.5% | 1,754,253 | $142.4M |
| Equitable Trust Co. | 6.35% | Reduce -6.8% | 1,751,253 | $142.1M |
| Pennsylvania State University | 72.84% | — | 1,731,332 | $140.5M |
| Cresset Asset Management, LLC | 0.60% | Add +1.9% | 1,725,125 | $140.0M |
| Envestnet Portfolio Solutions, Inc. | 0.49% | Add +0.8% | 1,721,476 | $139.7M |
| Chevy Chase Trust Holdings, LLC | 0.35% | Reduce -4.7% | 1,611,822 | $130.8M |
| AlTi Global, Inc. | 2.76% | Add +4.1% | 1,588,244 | $128.9M |
| Moon Capital Management LP | 78.76% | No change | 1,559,604 | $126.6M |
| Park Avenue Securities LLC | 1.07% | Reduce -2.4% | 1,552,909 | $126.0M |
| GM Advisory Group, LLC | 4.86% | Reduce -1.8% | 1,527,276 | $124.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -6.0% | 1,469,348 | $119.3M |
| Mainstay Capital Management LLC | 9.04% | Add +93.3% | 1,453,465 | $118.0M |
| Mariner, LLC | 0.14% | Add +1.4% | 1,449,635 | $117.7M |
| Baird Financial Group, Inc. | 0.17% | Reduce -0.9% | 1,375,256 | $111.6M |
| Janney Montgomery Scott LLC | 0.25% | Reduce -0.2% | 1,368,398 | $111.1M |
| OneDigital Investment Advisors LLC | 1.08% | Reduce -0.3% | 1,358,533 | $110.3M |
| PNC Financial Services Group, Inc. | 0.06% | Add +4.0% | 1,261,497 | $102.4M |
| Allianz SE | 1.29% | Add +4.0% | 1,233,566 | $100.1M |
| Dynasty Wealth Management, LLC | 0.95% | Reduce -1.2% | 1,187,564 | $96.4M |
| Emory University | 61.22% | Add +9.6% | 1,184,469 | $96.1M |
| Forbes J M & Co. LLP | 7.78% | Add +0.5% | 1,183,161 | $96.0M |
| NewEdge Advisors, LLC | 0.35% | Add +0.7% | 1,177,701 | $95.6M |
| Franklin Resources Inc. | 0.02% | Reduce -5.0% | 1,174,520 | $95.3M |
| Neuberger Berman Group LLC | 0.07% | Reduce -3.5% | 1,162,978 | $94.4M |
| Permanens Capital L.P. | 11.88% | Add +26.1% | 1,122,462 | $91.1M |
| Twin Focus Capital Partners, LLC | 10.35% | Add +5.5% | 1,106,435 | $89.8M |
| First Command Advisory Services, Inc. | 0.62% | Reduce -7.4% | 1,100,749 | $89.3M |
| Focus Partners Wealth | 0.10% | Add +118.7% | 1,083,477 | $87.9M |
| Assetmark, Inc. | 0.17% | Add +44.0% | 1,044,313 | $84.8M |
| Tanglewood Wealth Management, Inc. | 7.75% | Reduce -9.8% | 1,042,001 | $84.6M |
| Deutsche Bank AG | 0.03% | Add +3.5% | 1,041,430 | $84.5M |
| CENTRAL TRUST Co | 1.62% | Reduce -5.7% | 1,017,210 | $82.6M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +1.3% | 1,013,242 | $82.2M |
| Sanctuary Advisors, LLC | 0.42% | Add +7.0% | 949,929 | $77.1M |
| Beacon Investment Advisory Services, Inc. | 3.07% | Add +0.3% | 926,451 | $75.2M |
| National Philanthropic Trust | 0.74% | Add +13.7% | 925,981 | $75.2M |
| Life Line Wealth Management LLC | 20.00% | Add +30.8% | 834,406 | $67.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Add +13.4% | 829,366 | $67.3M |
| Circle Wealth Management, LLC | 1.02% | No change | 819,093 | $66.5M |
| Foundations Investment Advisors, LLC | 0.87% | Add +0.3% | 818,322 | $66.4M |
| Anderson Hoagland & Co. | 5.71% | Add +0.7% | 817,382 | $66.3M |
| Ieq Capital, LLC | 0.20% | Add +17.7% | 812,610 | $66.0M |
| Oxbow Advisors, LLC | 5.81% | Reduce -12.0% | 802,424 | $65.1M |
| Gotham Asset Management | 0.24% | Add +184.0% | 796,388 | $64.6M |
| Creative Planning | 0.05% | Reduce -0.0% | 790,808 | $64.2M |
| Capital Asset Advisory Services LLC | 2.57% | Reduce -9.3% | 754,767 | $63.9M |
| Mercer Global Advisors Inc. | 0.10% | Add +8.5% | 779,157 | $63.3M |
| Axxcess Wealth Management, LLC | 1.12% | Reduce -8.7% | 776,549 | $63.0M |
| VCU Investment Management Co | 72.64% | — | 761,798 | $61.8M |
| Cambridge Associates LLC /Ma/ | 1.00% | Reduce -14.0% | 750,805 | $60.9M |
| MAI Capital Management | 0.35% | Add +27.3% | 747,707 | $60.7M |
| Equitable Holdings, Inc. | 0.41% | Add +7.1% | 738,586 | $60.0M |
| Steward Partners Investment Advisory, LLC | 0.33% | Add +3.7% | 732,603 | $59.5M |
| EverSource Wealth Advisors, LLC | 2.17% | Reduce -0.7% | 723,987 | $58.8M |
| CRCM LP | 19.74% | Add +83.3% | 719,722 | $58.4M |
| GenWealth Group, Inc. | 9.93% | Reduce -4.5% | 688,253 | $58.2M |
| Tiaa Trust, National Association | 0.14% | Add +6.0% | 707,627 | $57.4M |
| Corient Private Wealth LP | 0.08% | Reduce -4.5% | 679,862 | $55.2M |
| Narwhal Capital Management | 3.97% | Add +0.1% | 672,623 | $54.6M |
| Biltmore Family Office, LLC | 7.43% | Reduce -7.1% | 663,221 | $53.8M |
| Parker Investment Management, LLC | 7.52% | Reduce -6.6% | 651,350 | $52.9M |
| Merit Financial Group, LLC | 0.42% | Add +12.2% | 649,154 | $52.7M |
| HSBC Holdings PLC | 0.03% | Add +51.0% | 646,402 | $52.5M |
| National Bank of Canada | 0.05% | Add +0.9% | 636,116 | $51.6M |
| Williams Jones Wealth Management, LLC. | 0.58% | Add +4.8% | 633,852 | $51.4M |
| Evercore Wealth Management, LLC | 0.74% | Add +1.0% | 625,719 | $50.8M |
| Fourpath Capital Management, LLC | 6.68% | Add +2.4% | 601,235 | $48.8M |
| Intellus Advisors LLC | 6.32% | Reduce -12.8% | 586,596 | $47.6M |
| Sagespring Wealth Partners, LLC | 0.85% | Reduce -5.8% | 579,405 | $47.0M |
| IFP Advisors, Inc | 1.04% | Add +0.9% | 572,339 | $46.5M |
| Meridian Wealth Advisors, LLC | 6.42% | Reduce -1.7% | 570,745 | $46.3M |
| Kestra Advisory Services, LLC | 0.19% | Add +5.8% | 562,014 | $45.6M |
| Stuart Investment Advisors, Inc. | 41.07% | Reduce -4.0% | 560,670 | $45.5M |
| Strategic Point Investment Advisors, LLC | 5.99% | Add +1.1% | 533,218 | $43.3M |
| Cadinha & Co. LLC | 6.60% | Reduce -0.4% | 526,701 | $42.8M |
| Blue Trust, Inc. | 0.48% | Reduce -0.0% | 521,089 | $42.3M |
| Comerica Bank | 0.17% | Add +56.6% | 518,042 | $42.0M |
| Cercano Management LLC | 1.53% | Add +731.0% | 497,522 | $40.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 493,217 | $40.0M |
| Public Employees Retirement System of Ohio | 0.12% | No change | 486,700 | $39.5M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.4% | 459,391 | $39.1M |
| MacKay Shields LLC | 12.09% | Reduce -9.5% | 475,000 | $38.6M |
| Zhang Financial LLC | 1.43% | Reduce -0.5% | 473,420 | $38.4M |
| Acorn Financial Advisory Services Inc. | 5.62% | Add +4.2% | 469,414 | $38.1M |
| Pictet Asset Management Holding SA | 0.04% | No change | 461,220 | $37.6M |
| SkyView Investment Advisors, LLC | 4.73% | Reduce -4.1% | 461,453 | $37.4M |
| Kingsview Wealth Management, LLC | 0.52% | Reduce -8.7% | 447,028 | $36.3M |
| WESCAP Management Group, Inc. | 7.33% | Reduce -1.0% | 445,220 | $36.1M |
| TD Waterhouse Canada Inc. | 0.22% | Add +8.6% | 439,095 | $35.6M |
| VCI Wealth Management LLC | 9.81% | Reduce -2.2% | 434,609 | $35.3M |
| Argos Wealth Advisors, LLC | 9.43% | — | 432,418 | $35.1M |
| Kaydan Wealth Management, Inc. | 10.14% | Reduce -3.2% | 431,597 | $35.0M |
| Thrivent Financial for Lutherans | 0.06% | Add +25.1% | 428,477 | $35.0M |
| United Capital Financial Advisors, LLC | 0.21% | Reduce -2.0% | 428,007 | $34.7M |
| West Family Investments, Inc. | 8.08% | Reduce -7.4% | 422,171 | $34.4M |
| US Bancorp \de | 0.04% | Reduce -1.5% | 423,089 | $34.3M |
| Capital Group Private Client Services, Inc. | 0.54% | Add +5.4% | 417,576 | $33.9M |
| Spinnaker Trust | 1.81% | Reduce -7.2% | 416,028 | $33.8M |
| Quent Capital, LLC | 2.43% | Reduce -4.0% | 415,374 | $33.7M |
| Jones Financial Companies LLLP | 0.02% | Add +33.0% | 410,368 | $33.3M |
| Perigon Wealth Management, LLC | 0.60% | Add +6.8% | 410,366 | $33.3M |
| Blair William & Co. | 0.09% | Add +11.5% | 407,453 | $33.1M |
| Bank of Montreal | 0.01% | Reduce -62.5% | 400,129 | $32.5M |
| Sowa Financial Group, Inc. | 16.76% | Reduce -2.5% | 396,517 | $32.2M |
| VPR Management LLC | 14.30% | Reduce -6.5% | 395,430 | $32.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.09% | Add +111.3% | 393,766 | $32.0M |
| Jane Street Group, LLC | 0.04% | Add +345.6% | 392,927 | $31.9M |
| JB Capital LLC | 1.30% | Reduce -6.6% | 392,517 | $31.9M |
| Independent Family Office, LLC | 13.11% | Reduce -1.3% | 386,883 | $31.4M |
| Bfsg, LLC | 3.03% | Add +0.7% | 383,785 | $31.2M |
| Vision Capital Management, Inc. | 3.74% | Reduce -0.3% | 382,198 | $31.0M |
| Stratos Wealth Partners, LTD. | 0.35% | Reduce -4.5% | 381,987 | $31.0M |
| AllGen Financial Advisors, Inc. | 7.29% | Add +3.5% | 378,708 | $30.7M |
| Advocacy Wealth Management, LLC | 1.29% | Reduce -1.5% | 378,538 | $30.7M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +42.1% | 363,510 | $29.5M |
| Mader & Shannon Wealth Management, Inc. | 14.46% | No change | 405,365 | $29.5M |
| Chatham Capital Group, Inc. | 4.18% | Reduce -1.0% | 361,750 | $29.4M |
| Checchi Capital Advisers, LLC | 1.98% | Reduce -13.6% | 358,431 | $29.1M |
| Integrated Wealth Concepts LLC | 0.34% | Add +5.9% | 354,523 | $28.8M |
| Chemistry Wealth Management LLC | 5.30% | Add +0.5% | 349,239 | $28.3M |
| Mgo One Seven LLC | 0.58% | Add +21.5% | 347,935 | $28.2M |
| Dakota Wealth Management | 0.49% | Reduce -0.2% | 342,522 | $27.8M |
| First Foundation Advisors | 1.05% | Add +3.2% | 341,898 | $27.8M |
| James Investment Research, Inc. | 3.01% | Reduce -0.1% | 339,346 | $27.5M |
| First American Trust, FSB | 1.89% | Add +0.3% | 338,339 | $27.5M |
| Parcion Private Wealth LLC | 1.65% | Reduce -0.8% | 334,201 | $27.1M |
| Yeomans Consulting Group, Inc. | 7.88% | Reduce -9.0% | 331,438 | $26.9M |
| Ascent Group, LLC | 0.90% | Reduce -4.1% | 324,901 | $26.4M |
| M&T Bank Corp | 0.08% | Add +2.8% | 320,976 | $26.1M |
| Savvy Advisors, Inc. | 0.84% | Add +64.0% | 320,709 | $26.0M |
| Arkos Global Advisors | 3.28% | Add +0.2% | 315,204 | $25.6M |
| Prime Capital Investment Advisors, LLC | 0.31% | Add +0.9% | 312,009 | $25.3M |
| Fifth Third Securities, Inc. | 1.64% | Reduce -0.5% | 309,046 | $25.1M |
| Beacon Pointe Advisors, LLC | 0.18% | Add +4.8% | 307,724 | $25.0M |
| Leavell Investment Management, Inc. | 1.03% | Add +6.3% | 305,124 | $24.8M |
| Oppenheimer Asset Management Inc. | 0.30% | Reduce -4.5% | 303,847 | $24.7M |
| CreativeOne Wealth, LLC | 0.60% | Reduce -7.7% | 303,238 | $24.6M |
| LVM Capital Management Ltd. | 2.27% | Add +2.0% | 301,370 | $24.5M |
| Sage Rhino Capital LLC | 4.61% | Reduce -7.4% | 300,690 | $24.4M |
| Cardinal Point Capital Management ULC | 1.58% | Reduce -0.5% | 298,440 | $24.2M |
| Bcwm, LLC | 7.25% | Reduce -0.4% | 298,176 | $24.2M |
| Syon Capital LLC | 1.20% | Reduce -0.7% | 297,585 | $24.2M |
| Modus Advisors, LLC | 6.36% | Reduce -2.0% | 297,162 | $24.1M |
| AMG National Trust Bank | 0.57% | Reduce -4.8% | 296,752 | $24.1M |
| Ashton Thomas Private Wealth, LLC | 0.59% | Add +3.4% | 296,283 | $24.0M |
| Cibc World Market Inc. | 0.04% | Reduce -1.0% | 295,565 | $24.0M |
| Bokf, NA | 0.37% | Reduce -5.6% | 295,211 | $24.0M |
| Baldwin Wealth Partners LLC | 1.52% | Reduce -0.5% | 293,802 | $23.8M |
| Modern Wealth Management, LLC | 0.43% | Add +35.6% | 290,563 | $23.6M |
| Brookstone Capital Management | 0.27% | Reduce -3.5% | 289,772 | $23.5M |
| Summit Trail Advisors, LLC | 0.41% | Reduce -25.1% | 288,631 | $23.4M |
| Stephens Inc. | 0.29% | Reduce -5.8% | 286,578 | $23.3M |
| Wallington Asset Management, LLC | 2.93% | Reduce -0.3% | 284,283 | $23.1M |
| Nkcfo LLC | 6.56% | No change | 279,400 | $22.7M |
| Coastal Bridge Advisors, LLC | 1.69% | Reduce -0.5% | 278,128 | $22.6M |
| Sofi Wealth, LLC | 1.12% | Add +4.7% | 277,571 | $22.5M |
| Cypress Capital Group | 2.50% | Add +1.5% | 274,500 | $22.3M |
| Hamilton Wealth, LLC | 4.23% | Add +1.2% | 274,064 | $22.2M |
| NorthCrest Asset Manangement, LLC | 0.49% | Reduce -9.4% | 264,264 | $22.1M |
| Verger Capital Management LLC | 6.51% | Add +5.1% | 270,798 | $22.0M |
| Summit Financial, LLC | 0.32% | Reduce -1.7% | 270,136 | $21.9M |
| Quest Investment Management LLC | 2.35% | Reduce -15.8% | 268,182 | $21.8M |
| Prudential PLC | 0.17% | Add +86.5% | 266,327 | $21.6M |
| Cyndeo Wealth Partners, LLC | 1.16% | Reduce -1.3% | 265,655 | $21.6M |
| Sunbelt Securities, Inc. | 1.42% | Reduce -37.9% | 262,168 | $21.3M |
| Evolve Private Wealth, LLC | 1.25% | — | 260,335 | $21.1M |
| Sterling Financial Planning, Inc. | 6.31% | Reduce -5.6% | 257,929 | $20.9M |
| Private Advisor Group, LLC | 0.10% | Reduce -17.7% | 256,774 | $20.8M |
| Allworth Financial LP | 0.09% | Reduce -1.3% | 255,500 | $20.7M |
| Resonant Capital Advisors, LLC | 1.13% | Reduce -0.1% | 252,938 | $20.5M |
| Tudor Investment Corporation | 0.12% | Reduce -6.5% | 252,905 | $20.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.70% | Reduce -0.3% | 252,408 | $20.5M |
| CPA Asset Management Group, LLC | 7.09% | Add +1.4% | 249,090 | $20.2M |
| Faithward Advisors, LLC | 2.96% | Reduce -5.5% | 248,386 | $20.2M |
| Pictet North America Advisors SA | 1.91% | Reduce -9.9% | 248,159 | $20.1M |
| UMB Bank, n.a. | 0.27% | Reduce -3.8% | 247,652 | $20.1M |
| Employees Retirement System of Texas | 0.19% | New | 244,500 | $19.8M |
| Fielder Capital Group LLC | 4.12% | Reduce -1.3% | 238,258 | $19.3M |
| Norris Financial Group, LLC | 6.57% | Reduce -1.3% | 238,079 | $19.3M |
| Advisory Services Network, LLC | 0.27% | Add +14.7% | 237,730 | $19.3M |
| TruWealth Advisors, LLC | 0.94% | Add +72.8% | 236,415 | $19.2M |
| JSF Financial, LLC | 3.87% | Reduce -2.9% | 229,901 | $18.7M |
| Atria Investments, Inc | 0.21% | Add +1.6% | 228,581 | $18.6M |
| Lifeworks Advisors, LLC | 2.40% | Add +3.5% | 228,306 | $18.5M |
| Timber Creek Capital Management LLC | 4.28% | Reduce -3.4% | 227,077 | $18.4M |
| Sigma Planning Corp | 0.50% | Add +2.4% | 221,105 | $17.9M |
| Bulltick Wealth Management, LLC | 3.81% | Add +18.7% | 220,691 | $17.9M |
| Clear Harbor Asset Management, LLC | 1.19% | Reduce -1.8% | 214,783 | $17.4M |
| Rogco, LP | 5.70% | Add +2.4% | 212,044 | $17.2M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -0.4% | 209,594 | $17.0M |
| Forza Wealth Management, LLC | 6.13% | Reduce -8.0% | 208,763 | $16.9M |
| Fore Capital, LLC | 41.51% | No change | 208,000 | $16.9M |
| HB Wealth Management, LLC | 0.11% | Reduce -0.3% | 206,836 | $16.8M |
| Evoke Wealth, LLC | 0.32% | No change | 206,701 | $16.8M |
| White Lighthouse Investment Management Inc. | 2.34% | Reduce -4.2% | 206,671 | $16.8M |
| &partners | 0.09% | Add +8.6% | 206,480 | $16.7M |
| Sowell Financial Services LLC | 0.61% | Reduce -1.2% | 204,583 | $16.6M |
| Hamilton Point Investment Advisors, LLC | 2.51% | Add +1.8% | 203,598 | $16.5M |
| Mill Creek Capital Advisors, LLC | 0.34% | No change | 203,287 | $16.5M |
| DT Investment Partners, LLC | 1.36% | Reduce -0.9% | 202,811 | $16.5M |
| Van Hulzen Asset Management, LLC | 1.21% | Reduce -1.1% | 202,434 | $16.4M |
| Wealth Quarterback LLC | 5.88% | Add +0.3% | 201,247 | $16.3M |
| Brown Advisory Inc. | 0.02% | Add +0.7% | 200,903 | $16.3M |
| Wealth Management Partners, LLC | 4.63% | Reduce -1.9% | 199,719 | $16.2M |
| Three Bridge Wealth Advisors, LLC | 4.24% | Reduce -0.4% | 197,895 | $16.1M |
| Arlington Capital Management, Inc. | 9.87% | Add +0.2% | 197,853 | $16.1M |
| CSS LLC | 2.68% | Add +6.5% | 197,260 | $16.0M |
| Legend Financial Advisors, Inc. | 9.56% | Reduce -10.8% | 194,556 | $15.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.92% | Add +21.8% | 188,643 | $15.3M |
| GAMCO Investors | 0.15% | Add +8.4% | 187,171 | $15.2M |
| World Investment Advisors | 0.25% | Add +34.1% | 186,755 | $15.2M |
| Okabena Investment Services Inc. | 2.89% | Reduce -0.3% | 186,460 | $15.1M |
| Shepherd Financial Partners LLC | 1.40% | Reduce -2.3% | 186,414 | $15.1M |
| Sage Private Wealth Group, LLC | 8.13% | Add +2.2% | 186,346 | $15.1M |
| Upper Left Wealth Management, LLC | 9.20% | Reduce -8.3% | 185,956 | $15.1M |
| Private Harbour Investment Management & Counsel, LLC | 15.76% | Reduce -0.6% | 185,699 | $15.1M |
| NTV Asset Management LLC | 1.56% | Reduce -4.6% | 182,026 | $14.8M |
| Brave Asset Management Inc. | 3.47% | Reduce -2.7% | 181,106 | $14.7M |
| OpenArc Corporate Advisory, LLC | 0.24% | — | 180,124 | $14.6M |
| Purkiss Capital Advisors LLC | 6.76% | Add +7.3% | 177,693 | $14.4M |
| Apollon Wealth Management, LLC | 0.25% | Add +3.5% | 177,144 | $14.4M |
| Sharkey, Howes & Javer | 1.83% | Reduce -0.3% | 177,045 | $14.4M |
| Icon Wealth Advisors, LLC | 0.95% | Reduce -4.4% | 176,175 | $14.3M |
| Osborne Partners Capital Management, LLC | 0.74% | Reduce -3.4% | 176,107 | $14.3M |
| Regency Capital Management Inc.\DE | 5.93% | Add +1.6% | 175,642 | $14.3M |
| EFG International AG | 0.28% | — | 175,207 | $14.2M |
| Capital Analysts, LLC | 0.39% | Add +0.2% | 173,778 | $14.1M |
| Townsend & Associates, Inc | 1.25% | Reduce -0.5% | 161,898 | $14.0M |
| Cohen & Steers, Inc. | 0.03% | Reduce -48.9% | 172,493 | $14.0M |
| Farther Finance Advisors, LLC | 0.15% | Add +35.5% | 171,575 | $13.9M |
| Arax Advisory Partners | 0.40% | Reduce -60.5% | 171,173 | $13.9M |
| Commerce Bank | 0.08% | Reduce -0.7% | 170,899 | $13.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.11% | Reduce -59.6% | 170,835 | $13.9M |
| Trek Financial, LLC | 0.80% | Reduce -0.5% | 170,628 | $13.8M |
| Beacon Harbor Wealth Advisors, Inc. | 3.05% | Reduce -4.7% | 169,274 | $13.7M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.56% | Add +5.1% | 168,524 | $13.7M |
| Stonebridge Financial Group, LLC | 1.17% | Reduce -0.8% | 168,360 | $13.7M |
| Braeburn Wealth Management LLC | 6.96% | — | 167,762 | $13.6M |
| Broussard Financial Group LLC | 11.02% | — | 167,467 | $13.6M |
| Tsfg, LLC | 2.02% | Add +11.0% | 166,259 | $13.5M |
| KM Capital Management Ltd. | 6.89% | Add +15.6% | 70,432 | $13.5M |
| Well Done, LLC | 2.01% | Add +4.9% | 165,718 | $13.5M |
| Independent Financial Group, LLC | 0.30% | Add +26.1% | 164,195 | $13.3M |
| Morton Capital Management LLC | 2.02% | Reduce -3.6% | 162,297 | $13.2M |
| Mutual Advisors, LLC | 0.28% | Add +15.7% | 162,082 | $13.2M |
| Harbour Wealth Management Group, Inc. | 10.28% | — | 161,869 | $13.1M |
| Prospera Financial Services Inc | 0.22% | Reduce -19.4% | 161,536 | $13.1M |
| Sapient Capital LLC | 0.18% | Add +0.0% | 159,686 | $13.0M |
| Stephen J. Garry & Associates, LLC | 10.24% | Reduce -0.6% | 159,116 | $12.9M |
| MA Private Wealth | 2.12% | Reduce -0.6% | 156,752 | $12.7M |
| Signet Investment Advisory Group, Inc. | 5.84% | Reduce -13.3% | 154,869 | $12.6M |
| BSW Wealth Partners | 1.50% | Reduce -0.1% | 154,247 | $12.5M |
| NewEdge Wealth, LLC | 0.14% | Add +1.7% | 153,998 | $12.5M |
| Triad Wealth Partners, LLC | 1.17% | Add +16.3% | 152,180 | $12.4M |
| DSG Capital Advisors, LLC | 1.87% | Reduce -3.5% | 141,357 | $12.3M |
| Marino Management, LLC | 2.43% | — | 149,479 | $12.2M |
| MinichMacGregor Wealth Management, LLC | 2.19% | Reduce -2.0% | 148,873 | $12.1M |
| Wealth Alliance, LLC | 1.17% | Reduce -2.1% | 147,484 | $12.0M |
| Wills Financial Group LLC | 4.56% | Add +9.8% | 147,134 | $11.9M |
| Fairview Capital Investment Management, LLC | 0.61% | Reduce -4.1% | 146,836 | $11.9M |
| Midwest Trust Co | 0.15% | Add +0.2% | 146,475 | $11.9M |
| Security Financial Services, INC. | 1.86% | Reduce -6.9% | 146,000 | $11.9M |
| Grove Bank & Trust | 1.33% | Add +2.2% | 145,203 | $11.8M |
| Tennessee Valley Asset Management Partners | 1.53% | Add +1.0% | 145,028 | $11.8M |
| Old Port Advisors | 2.90% | Reduce -6.2% | 144,907 | $11.8M |
| Spire Wealth Management | 0.39% | Add +32.1% | 143,426 | $11.6M |
| Cape Ann Savings Bank | 5.97% | Reduce -3.3% | 143,416 | $11.6M |
| Bigelow Investment Advisors, LLC | 4.55% | Add +0.6% | 143,370 | $11.6M |
| Stablepoint Partners, LLC | 1.81% | Reduce -3.2% | 143,183 | $11.6M |
| Ballentine Partners, LLC | 0.16% | Reduce -9.9% | 142,884 | $11.6M |
| JNBA Financial Advisors | 1.01% | Reduce -2.8% | 142,714 | $11.6M |
| Pathstone Holdings, LLC | 0.04% | Add +1.2% | 141,905 | $11.5M |
| LifePlan Financial, LLC | 8.82% | Reduce -7.2% | 141,610 | $11.5M |
| Impact Investors, Inc | 7.88% | Reduce -6.7% | 139,968 | $11.4M |
| Mfa Wealth Advisors, LLC | 2.40% | Add +2.5% | 139,884 | $11.4M |
| Global Retirement Partners, LLC | 0.20% | Add +54.8% | 137,928 | $11.2M |
| Mesirow Financial Investment Management, Inc. | 0.23% | Reduce -26.5% | 137,269 | $11.1M |
| Parkside Investments, LLC | 1.40% | Add +21.1% | 136,998 | $11.1M |
| Resona Asset Management Co.,Ltd. | 0.05% | No change | 135,608 | $11.0M |
| Strategic Blueprint, LLC | 0.65% | Reduce -1.6% | 134,802 | $10.9M |
| Kelly Financial Services LLC | 2.70% | Reduce -2.3% | 132,637 | $10.8M |
| SteelPeak Wealth, LLC | 0.35% | Add +6.0% | 131,656 | $10.7M |
| Flputnam Investment Management Co. | 0.15% | Add +17.8% | 130,858 | $10.6M |
| Roehl & Yi Investment Advisors, LLC | 4.20% | Reduce -0.7% | 133,450 | $10.5M |
| Compound Planning, Inc. | 0.31% | Add +2.4% | 128,357 | $10.4M |
| Stone House Investment Management, LLC | 1.61% | Reduce -2.9% | 128,126 | $10.4M |
| Whittier Trust Co. of Nevada Inc. | 0.22% | Add +18.5% | 122,605 | $10.4M |
| Seeds Investor LLC | 1.98% | Add +6.3% | 127,484 | $10.3M |
| Ariston Services Group | 6.04% | Reduce -0.4% | 126,940 | $10.3M |
| Omnia Family Wealth, LLC | 3.04% | Reduce -1.0% | 126,824 | $10.3M |
| Avaii Wealth Management, LLC | 3.71% | Reduce -7.4% | 125,967 | $10.2M |
| NorthRock Partners, LLC | 0.17% | Add +30.2% | 124,996 | $10.1M |
| Pettinga Financial Advisors LLC | 1.92% | Reduce -4.4% | 124,778 | $10.1M |
| Silverleafe Capital Partners, LLC | 2.99% | Add +4.0% | 123,971 | $10.1M |
| Highland Financial Advisors, LLC | 2.79% | Reduce -0.2% | 123,785 | $10.0M |
| Harvest Fund Management Co., Ltd | 0.38% | Add +2.8% | 123,632 | $10.0M |
| FineMark National Bank & Trust | 0.31% | Reduce -3.3% | 123,571 | $10.0M |
| Meridian Investment Counsel Inc. | 2.41% | Reduce -1.6% | 123,047 | $10.0M |
| MBA Advisors LLC | 4.02% | Add +2.1% | 122,956 | $10.0M |
| High Falls Advisors, Inc | 2.02% | Reduce -1.7% | 122,904 | $10.0M |
| AssuredPartners Investment Advisors, LLC | 1.48% | Add +0.8% | 122,621 | $10.0M |
| Sigma Investment Counselors Inc. | 0.50% | Reduce -0.6% | 121,576 | $9.9M |
| Baker Avenue Asset Management, LP | 0.23% | Reduce -0.1% | 121,555 | $9.9M |
| Debussy Capital Management LP | 1.33% | Reduce -0.8% | 120,212 | $9.8M |
| ABLE Financial Group, LLC | 1.96% | Reduce -0.2% | 118,971 | $9.7M |
| Wealthspan Partners, LLC | 3.49% | Reduce -1.0% | 118,348 | $9.6M |
| Avestar Capital, LLC | 0.65% | Add +12.5% | 117,352 | $9.5M |
| SBI Securities Co., Ltd. | 0.24% | Reduce -7.2% | 117,141 | $9.5M |
| Rehmann Capital Advisory Group | 0.49% | Reduce -7.0% | 116,582 | $9.5M |
| Clear Creek Financial Management, LLC | 0.77% | Add +3.5% | 116,192 | $9.4M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -6.8% | 115,915 | $9.4M |
| Southeast Asset Advisors, LLC | 0.89% | Add +0.0% | 115,620 | $9.4M |
| Global Wealth Strategies & Associates | 2.34% | Reduce -0.5% | 115,444 | $9.4M |
| Exit Wealth Advisors, LLC. | 5.51% | Add +5.9% | 114,750 | $9.3M |
| Cauble & Harre Wealth Management, Inc. | 7.77% | — | 114,137 | $9.3M |
| Plum Street Advisors, LLC | 3.29% | Reduce -4.5% | 113,927 | $9.2M |
| Rwa Wealth Partners, LLC | 0.10% | Reduce -3.0% | 112,747 | $9.2M |
| Diversify Advisory Services, LLC | 0.29% | Reduce -3.6% | 105,966 | $9.1M |
| LifeWealth Investments, LLC | 2.89% | Reduce -4.1% | 112,495 | $9.1M |
| AQR Capital Management | 0.00% | Add +13.7% | 112,053 | $9.1M |
| WealthCare Investment Partners, LLC | 2.64% | Reduce -3.3% | 111,247 | $9.1M |
| Patton Fund Management, Inc. | 1.21% | Reduce -6.0% | 111,189 | $9.0M |
| Midwest Capital Advisors, LLC | 4.31% | Add +6.6% | 110,805 | $9.0M |
| Lifelong Wealth Advisors, Inc. | 2.38% | Reduce -2.1% | 110,059 | $8.9M |
| Arkadios Wealth Advisors | 0.18% | Add +19.0% | 109,604 | $8.9M |
| Buttonwood Financial Group, LLC | 4.73% | Reduce -24.9% | 104,759 | $8.9M |
| Principal Securities, Inc. | 0.13% | Add +29.4% | 107,106 | $8.7M |
| Towneley Capital Management, Inc / DE | 1.83% | Reduce -2.1% | 106,657 | $8.7M |
| Pekin Hardy Strauss, Inc. | 0.80% | Add +11.3% | 106,566 | $8.6M |
| Callan Family Office, LLC | 0.19% | Reduce -11.8% | 106,384 | $8.6M |
| LaSalle St. Investment Advisors, LLC | 1.39% | Add +74.1% | 105,966 | $8.6M |
| Ackerman Capital Advisors, LLC | 1.72% | Add +2.6% | 105,787 | $8.6M |
| Maltin Wealth Management, Inc. | 3.41% | Reduce -18.8% | 105,560 | $8.6M |
| Accretive Wealth Partners, LLC | 2.53% | Reduce -0.6% | 105,038 | $8.5M |
| GFS Advisors, LLC | 1.01% | Reduce -19.2% | 104,642 | $8.5M |
| Apeiron RIA LLC | 1.72% | Add +26.7% | 98,209 | $8.5M |
| Summit Place Financial Advisors, LLC | 4.09% | Reduce -4.8% | 104,003 | $8.4M |
| Cranbrook Wealth Management, LLC | 1.66% | Reduce -9.5% | 103,421 | $8.4M |
| Topor & Co. Korea | 6.29% | — | 102,875 | $8.4M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Reduce -1.3% | 102,796 | $8.3M |
| American Investment Services, Inc. | 1.93% | Reduce -20.3% | 102,250 | $8.3M |
| ONE Advisory Partners, LLC | 2.50% | Reduce -3.8% | 102,160 | $8.3M |
| Fiduciary Financial Group, LLC | 1.17% | Add +1.4% | 101,887 | $8.3M |
| Independent Advisor Alliance | 0.20% | Add +32.8% | 101,855 | $8.3M |
| True North Advisors, LLC | 1.07% | Reduce -2.0% | 101,817 | $8.3M |
| Keystone Financial Group | 0.61% | Add +19.3% | 101,644 | $8.3M |
| Rochester Wealth Strategies, LLC | 5.18% | Reduce -8.3% | 101,536 | $8.2M |
| Beacon Financial Group | 0.82% | Add +2.0% | 101,297 | $8.2M |
| Wellspring Financial Advisors, LLC | 0.65% | Reduce -1.6% | 101,062 | $8.2M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +13.5% | 100,778 | $8.2M |
| AdvisorNet Financial, Inc | 0.43% | Add +0.6% | 100,187 | $8.1M |
| DCF Advisers, LLC | 2.68% | No change | 100,000 | $8.1M |
| Greenline Partners, LLC | 0.93% | Reduce -22.7% | 99,834 | $8.1M |
| Palisades Hudson Asset Management, L.P. | 3.12% | Reduce -10.8% | 99,138 | $8.0M |
| Kitching Partners, LLC | 7.34% | Reduce -7.3% | 98,923 | $8.0M |
| Capital Advisors Inc. | 0.13% | Add +9.3% | 98,613 | $8.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.95% | — | 97,265 | $7.9M |
| D L Carlson Investment Group Inc. | 1.33% | Add +0.1% | 96,888 | $7.9M |
| Choreo, LLC | 0.10% | Reduce -7.3% | 95,138 | $7.8M |
| Crescent Grove Advisors, LLC | 0.74% | Add +1.1% | 95,433 | $7.7M |
| Lineweaver Wealth Advisors, LLC | 1.05% | Reduce -0.2% | 94,939 | $7.7M |
| Bull Oak Capital, LLC | 3.14% | Reduce -1.3% | 94,637 | $7.7M |
| Stableford Capital II LLC | 2.77% | Reduce -3.1% | 94,317 | $7.7M |
| Blueprint Investment Partners LLC | 0.81% | Add +1.9% | 93,745 | $7.6M |
| B. Riley Wealth Advisors, Inc. | 0.36% | Add +0.4% | 93,303 | $7.6M |
| Kure Advisory, LLC | 4.23% | Add +0.9% | 93,253 | $7.6M |
| Leslie Global Wealth, LLC | 3.39% | Reduce -2.6% | 92,904 | $7.5M |
| Lido Advisors, LLC | 0.03% | Add +0.6% | 102,884 | $7.5M |
| Waverly Advisors, LLC | 0.06% | Add +504.3% | 92,695 | $7.5M |
| Systelligence, LLC | 1.43% | Add +43.5% | 92,387 | $7.5M |
| Bessemer Group Inc. | 0.01% | Reduce -0.3% | 92,131 | $7.5M |
| Insight Wealth Partners, LLC | 3.10% | Add +2.9% | 91,789 | $7.5M |
| Inscription Capital, LLC | 0.76% | Add +1.2% | 90,678 | $7.4M |
| Camden National Bank | 1.01% | Reduce -2.7% | 90,276 | $7.3M |
| Jmac Enterprises LLC | 1.40% | Add +4.0% | 90,196 | $7.3M |
| Flow Traders U.S. LLC | 0.24% | New | 90,129 | $7.3M |
| Madden Advisory Services, Inc. | 2.93% | Reduce -4.7% | 89,771 | $7.3M |
| Nottingham Advisors, Inc. | 1.02% | Reduce -23.6% | 89,715 | $7.3M |
| TriaGen Wealth Management LLC | 1.87% | Add +0.9% | 88,982 | $7.2M |
| IHT Wealth Management, LLC | 0.18% | Add +5.8% | 88,916 | $7.2M |
| Citizens Financial Group Inc. | 0.10% | Add +0.7% | 88,490 | $7.2M |
| Beck Capital Management, LLC | 1.70% | Add +3.2% | 88,044 | $7.1M |
| Blueprint Financial Advisors LLC | 1.09% | Reduce -0.3% | 88,036 | $7.1M |
| TBH Global Asset Management, LLC | 1.18% | Add +185.7% | 87,178 | $7.1M |
| Welch & Forbes LLC | 0.09% | No change | 86,883 | $7.1M |
| Independent Solutions Wealth Management, LLC | 1.29% | Add +5.3% | 86,383 | $7.0M |
| Waterloo Capital, L.P. | 0.51% | Reduce -1.4% | 86,156 | $7.0M |
| Pacific Capital Wealth Advisors, Inc. | 1.19% | Reduce -9.8% | 85,672 | $7.0M |
| Vernal Point Advisors, LLC | 2.83% | No change | 84,629 | $6.9M |
| Argent Trust Co | 0.24% | Add +3.2% | 84,467 | $6.9M |
| Millennium Management | 0.01% | New | 82,920 | $6.7M |
| Kovack Advisors, Inc. | 0.32% | Add +1024.1% | 82,620 | $6.7M |
| Fermata Advisors, LLC | 1.60% | Reduce -3.7% | 82,363 | $6.7M |
| Tikvah Management LLC | 1.78% | No change | 82,230 | $6.7M |
| Evelyn Partners Asset Management Ltd | 1.55% | Add +1.1% | 81,392 | $6.6M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +5.7% | 81,290 | $6.6M |
| Briaud Financial Planning Inc | 1.62% | Reduce -6.7% | 81,225 | $6.6M |
| Delta Financial Advisors LLC | 1.71% | Add +1.0% | 81,124 | $6.6M |
| Xcelsior Advisor Partners LLC | 3.19% | — | 80,846 | $6.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.78% | Reduce -3.3% | 80,433 | $6.5M |
| waypoint wealth counsel | 2.39% | Reduce -0.7% | 80,321 | $6.5M |
| Fearless Solutions, LLC dba Best Invest | 3.94% | Add +14.7% | 80,152 | $6.5M |
| Sentinel Trust Co. Lba | 0.64% | Reduce -34.3% | 79,875 | $6.5M |
| Vontobel Holding Ltd. | 0.02% | Add +0.0% | 79,694 | $6.5M |
| Scotia Capital Inc. | 0.03% | Add +5.9% | 79,586 | $6.5M |
| Pinnacle Financial Partners, Inc. | 0.05% | — | 79,144 | $6.4M |
| Deane Retirement Strategies, Inc. | 2.65% | Add +2.8% | 78,897 | $6.4M |
| Motco | 0.58% | Add +0.1% | 78,774 | $6.4M |
| Fiduciary Trust Co | 0.07% | Reduce -5.7% | 78,710 | $6.4M |
| Sage Investment Advisers LLC | 4.74% | — | 77,830 | $6.3M |
| Guardian Wealth Management, LLC | 2.00% | — | 77,690 | $6.3M |
| AE Wealth Management LLC | 0.04% | Add +6.1% | 77,191 | $6.3M |
| China Universal Asset Management Co., Ltd. | 0.48% | Add +67.4% | 77,000 | $6.3M |
| Sovran Advisors, LLC | 0.53% | Add +0.5% | 71,641 | $6.2M |
| NavPoint Financial, Inc. | 2.64% | Add +9.7% | 76,175 | $6.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -0.8% | 75,967 | $6.2M |
| Advyzon Investment Management, LLC | 0.72% | Reduce -12.5% | 75,945 | $6.2M |
| Bensler, LLC | 0.62% | Add +4.3% | 75,726 | $6.1M |
| TSA Wealth Managment LLC | 2.03% | Reduce -3.0% | 75,630 | $6.1M |
| West Wealth Group, LLC | 1.27% | Add +8.7% | 75,614 | $6.1M |
| Pacific Park Financial, Inc. | 3.82% | — | 75,408 | $6.1M |
| Apollon Financial, LLC | 0.89% | Reduce -3.3% | 75,372 | $6.1M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -1.1% | 65,076 | $6.1M |
| Knollwood Investment Advisory, LLC | 0.57% | Add +12.1% | 75,139 | $6.1M |
| Sepio Capital, LP | 0.33% | No change | 74,908 | $6.1M |
| Intrepid Capital Management Inc. | 2.92% | No change | 74,648 | $6.1M |
| Hilltop National Bank | 1.46% | Add +1.0% | 74,440 | $6.0M |
| Fifth Third Wealth Advisors LLC | 0.21% | Reduce -1.6% | 73,936 | $6.0M |
| Gradient Investments LLC | 0.10% | Add +0.3% | 73,744 | $6.0M |
| Discipline Wealth Solutions, LLC | 1.11% | Reduce -0.1% | 73,580 | $6.0M |
| Eq LLC | 1.71% | Add +3.6% | 73,212 | $5.9M |
| Marex Group Ltd | 0.06% | Reduce -4.1% | 73,194 | $5.9M |
| Argentarii, LLC | 1.89% | New | 71,525 | $5.8M |
| Fortis Group Advisors, LLC | 0.97% | Add +11.8% | 63,626 | $5.8M |
| Everest Financial Group LLC | 1.28% | — | 70,602 | $5.7M |
| Aspect Partners, LLC | 2.51% | Add +1.1% | 70,569 | $5.7M |
| Howard Capital Management, LLC | 0.07% | Add +9.8% | 70,361 | $5.7M |
| BCGM Wealth Management, LLC | 1.46% | Reduce -1.8% | 70,338 | $5.7M |
| Gibson Capital, LLC | 1.05% | Reduce -5.7% | 70,271 | $5.7M |
| CPR Investments Inc. | 3.81% | Add +3.1% | 69,963 | $5.7M |
| Versant Capital Management, Inc | 0.71% | Reduce -11.7% | 69,735 | $5.7M |
| WCG Wealth Advisors LLC | 0.16% | Add +8.6% | 69,375 | $5.6M |
| LifePlan Investment Advisors, Inc. | 2.29% | Reduce -1.7% | 69,286 | $5.6M |
| Pacific Point Advisors, LLC | 2.99% | No change | 68,862 | $5.6M |
| Regions Financial Corp. | 0.04% | Add +20.5% | 68,719 | $5.6M |
| Mengis Capital Management, Inc. | 0.98% | Reduce -0.6% | 68,270 | $5.5M |
| Financial Alternatives, Inc | 3.21% | Add +1.2% | 67,929 | $5.5M |
| VestGen Advisors, LLC | 0.23% | Reduce -28.1% | 67,884 | $5.5M |
| Nadler Financial Group, Inc. | 0.51% | Add +11.2% | 67,589 | $5.5M |
| Bradley Foster & Sargent Inc. | 0.08% | Add +0.9% | 67,431 | $5.5M |
| Park Edge Advisors, LLC | 1.24% | Reduce -18.6% | 67,339 | $5.5M |
| Financial Management Network Inc. | 0.86% | Reduce -4.0% | 66,989 | $5.5M |
| Whittier Trust Co. | 0.06% | Add +0.4% | 64,554 | $5.5M |
| Beacon Bridge Wealth Partners, LLC | 1.80% | Add +52.4% | 66,804 | $5.4M |
| Regal Investment Advisors LLC | 0.32% | Add +16.7% | 66,628 | $5.4M |
| Per Stirling Capital Management, LLC. | 0.61% | Reduce -0.4% | 66,600 | $5.4M |
| Altman Advisors, Inc. | 2.04% | Reduce -6.8% | 80,627 | $5.4M |
| ShoreHaven Wealth Partners, LLC | 1.94% | Reduce -1.4% | 66,488 | $5.4M |
| Snowden Capital Advisors LLC | 0.14% | Add +6.6% | 66,443 | $5.4M |
| Financial Sense Advisors, Inc. | 1.14% | Reduce -6.8% | 66,128 | $5.4M |
| PAX Financial Group, LLC | 0.92% | Add +20.6% | 65,857 | $5.3M |
| SGL Investment Advisors, Inc. | 2.17% | Add +11.0% | 59,032 | $5.3M |
| FDx Advisors, Inc. | 2.73% | Reduce -8.7% | 65,832 | $5.3M |
| Family Manage LLC | 0.67% | Add +13.0% | 65,329 | $5.3M |
| Keystone Financial Services | 1.60% | Add +44.3% | 65,207 | $5.3M |
| J2 Capital Management Inc | 3.84% | Reduce -0.9% | 64,807 | $5.3M |
| Amplius Wealth Advisors, LLC | 0.44% | Reduce -5.2% | 64,690 | $5.3M |
| CI Investments Inc. | 0.02% | Add +12.2% | 64,617 | $5.2M |
| Rakuten Investment Management, Inc. | 0.02% | No change | 72,574 | $5.2M |
| Altiora Financial Group, LLC | 0.90% | Reduce -14.2% | 64,394 | $5.2M |
| One Capital Management, LLC | 0.16% | Reduce -4.2% | 64,324 | $5.2M |
| Perennial Investment Advisors, LLC | 0.41% | Reduce -4.2% | 64,140 | $5.2M |
| D.A. Davidson & Co. | 0.03% | Add +8.7% | 64,039 | $5.2M |
| Modera Wealth Management, LLC | 0.06% | Add +3.1% | 64,032 | $5.2M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4.01% | — | 63,509 | $5.2M |
| Westover Capital Advisors, LLC | 0.93% | Add +1.4% | 63,124 | $5.1M |
| Synergy Investment Management, LLC | 1.80% | Add +4.6% | 62,675 | $5.1M |
| Interchange Capital Partners, LLC | 0.94% | Reduce -2.3% | 62,670 | $5.1M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +176.2% | 62,651 | $5.1M |
| Lanark Financial, Inc. | 0.38% | Add +39.4% | 62,573 | $5.1M |
| Geneos Wealth Management Inc. | 0.12% | Add +3.6% | 62,043 | $5.0M |
| Level Four Advisory Services, LLC | 0.16% | Add +54.4% | 62,038 | $5.0M |
| Connective Portfolio Management, LLC | 9.07% | No change | 62,029 | $5.0M |
| Firestone Capital Management | 1.07% | Add +3.6% | 61,962 | $5.0M |
| Cypress Wealth Services, LLC | 0.70% | Add +10.2% | 61,913 | $5.0M |
| Parallel Advisors, LLC | 0.09% | Add +9.7% | 61,908 | $5.0M |
| Allie Family Office LLC | 2.34% | Reduce -5.5% | 61,861 | $5.0M |
| Liberty Wealth Management LLC | 0.64% | Reduce -2.3% | 61,500 | $5.0M |
| Centerline Wealth Advisors, LLC | 1.79% | Add +62.0% | 61,032 | $5.0M |
| BOK Financial Private Wealth, Inc. | 0.30% | No change | 60,999 | $5.0M |
| Smith Thornton Advisors LLC | 2.51% | Add +1.0% | 60,714 | $4.9M |
| Eq Wealth Advisors, LLC | 2.90% | Reduce -1.1% | 60,516 | $4.9M |
| Ridge Creek Global, Inc | 4.10% | — | 60,206 | $4.9M |
| Harbour Investments, Inc. | 0.10% | Add +2.9% | 60,006 | $4.9M |
| Robinson Value Management, Ltd. | 2.63% | Reduce -1.3% | 59,842 | $4.9M |
| Gunderson Capital Management LLC | 2.19% | Reduce -1.6% | 59,824 | $4.9M |
| Legacy Financial Group LLC | 0.60% | Reduce -6.4% | 52,214 | $4.9M |
| Quantinno Capital Management LP | 0.01% | Add +10.6% | 59,698 | $4.8M |
| LYNX Capital Group Ltd. | 2.22% | Reduce -50.1% | 59,677 | $4.8M |
| F/m Investments LLC | 0.18% | Reduce -0.2% | 59,536 | $4.8M |
| Garde Capital, Inc. | 0.28% | Add +11.0% | 58,935 | $4.8M |
| BridgePort Financial Solutions, LLC | 1.28% | Reduce -0.6% | 58,830 | $4.8M |
| Ausdal Financial Partners, Inc. | 0.22% | Reduce -0.1% | 58,347 | $4.7M |
| Mather Group, Llc. | 0.05% | Add +68.1% | 58,216 | $4.7M |
| Strathmore Capital Advisors, Inc. | 1.54% | Reduce -1.0% | 58,039 | $4.7M |
| Procyon Advisors, LLC | 0.23% | Add +2.3% | 57,998 | $4.7M |
| Diversify Wealth Management, LLC | 0.22% | Add +1917.2% | 54,001 | $4.7M |
| Invst, LLC | 0.51% | Reduce -12.3% | 57,436 | $4.7M |
| Plan Group Financial, LLC | 1.20% | Reduce -3.7% | 57,028 | $4.6M |
| Red Door Wealth Management, LLC | 0.47% | Add +6.5% | 55,981 | $4.5M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -28.1% | 55,665 | $4.5M |
| Horst & Graben Wealth Management LLC | 0.68% | Reduce -2.3% | 55,489 | $4.5M |
| Trademark Financial Management, LLC | 2.48% | Add +1.0% | 55,490 | $4.5M |
| Ehrlich Financial Group | 2.56% | Add +23.6% | 55,460 | $4.5M |
| Advisory Alpha, LLC | 0.12% | Reduce -0.8% | 55,181 | $4.5M |
| Bay Harbor Wealth Management, LLC | 1.17% | Reduce -0.8% | 55,088 | $4.5M |
| Shrier Wealth Management, LLC | 1.78% | — | 55,025 | $4.5M |
| Fidelis Capital Partners, LLC | 0.32% | Add +4.2% | 55,025 | $4.5M |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3.42% | — | 55,000 | $4.5M |
| Banque Cantonale Vaudoise | 0.16% | Add +103.8% | 54,969 | $4.5M |
| Bluedoor Private Wealth, LLC | 2.06% | — | 54,981 | $4.5M |
| Capital Advisory Group Advisory Services, LLC | 1.31% | Add +62.0% | 54,824 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +3.0% | 56,499 | $4.4M |
| Principia Wealth Advisory, LLC | 2.78% | Add +13.6% | 54,670 | $4.4M |
| Thompson Siegel & Walmsley LLC | 0.07% | No change | 54,482 | $4.4M |
| Rathbones Group PLC | 0.02% | Reduce -8.2% | 54,428 | $4.4M |
| Elevation Point Wealth Partners, LLC | 0.21% | Add +184.8% | 54,421 | $4.4M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Add +58.4% | 54,206 | $4.4M |
| Alpha Zero LLC | 2.39% | Reduce -2.8% | 53,976 | $4.4M |
| Wedbush Securities Inc. | 0.13% | Reduce -8.2% | 53,960 | $4.4M |
| Unique Wealth, LLC | 0.61% | Reduce -7.3% | 53,905 | $4.4M |
| Avalon Capital Management | 1.02% | Add +7.0% | 52,769 | $4.3M |
| Stewardship Concepts Financial Services LLC | 3.61% | — | 52,721 | $4.3M |
| M Holdings Securities, Inc. | 0.30% | Add +115.3% | 52,439 | $4.3M |
| Insigneo Advisory Services, LLC | 0.30% | Add +6.8% | 52,162 | $4.2M |
| Cushing Capital Partners, LLC | 3.11% | Reduce -5.9% | 51,804 | $4.2M |
| Lynx Investment Advisory | 2.29% | Add +0.7% | 51,617 | $4.2M |
| Eagle Strategies LLC | 0.53% | Add +3.4% | 51,552 | $4.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.50% | Reduce -6.8% | 51,548 | $4.2M |
| 2UniFi Bank | 1.98% | Reduce -1.6% | 51,474 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -55.5% | 51,440 | $4.2M |
| Heck Capital Advisors, LLC | 0.31% | Reduce -53.1% | 51,313 | $4.2M |
| Towerpoint Wealth, LLC | 1.64% | Reduce -3.4% | 51,087 | $4.1M |
| United Community Bank | 1.56% | Add +3.8% | 50,686 | $4.1M |
| Ewa, LLC | 1.00% | Reduce -2.1% | 50,606 | $4.1M |
| Farrell Financial LLC | 2.41% | Add +1.7% | 50,311 | $4.1M |
| Global Wealth Management, LLC | 2.19% | Add +170.9% | 50,083 | $4.1M |
| Financial & Tax Architects, LLC | 0.91% | Reduce -1.8% | 49,993 | $4.1M |
| Integrated Advisors Network LLC | 0.18% | Reduce -9.1% | 49,828 | $4.0M |
| Bryn Mawr Trust Advisors, LLC | 0.19% | Reduce -4.5% | 49,747 | $4.0M |
| Dahring | Cusmano LLC | 2.80% | Reduce -11.3% | 49,638 | $4.0M |
| Cadent Capital Advisors, LLC | 1.05% | Reduce -5.0% | 49,049 | $4.0M |
| Laird Norton Wetherby Trust Company, LLC | 0.08% | New | 48,397 | $3.9M |
| Howland Capital Management LLC | 0.15% | Add +20.0% | 48,218 | $3.9M |
| Northside Capital Management, LLC | 0.34% | No change | 48,047 | $3.9M |
| Bellecapital International Ltd. | 0.69% | Reduce -0.9% | 47,997 | $3.9M |
| Belvedere Trading LLC | 0.72% | Add +6.8% | 47,996 | $3.9M |
| Tme Financial, Inc. | 2.74% | Reduce -9.0% | 47,990 | $3.9M |
| Vise Technologies, Inc. | 0.08% | Add +28.2% | 47,674 | $3.9M |
| Courier Capital LLC | 0.22% | Reduce -8.8% | 47,643 | $3.9M |
| Freestone Capital Holdings, LLC | 0.11% | Reduce -1.0% | 47,469 | $3.9M |
| Cobblestone Asset Management LLC | 1.73% | Reduce -7.2% | 47,356 | $3.8M |
| Forthright Family Wealth Advisory LLC | 2.40% | Add +3.7% | 47,007 | $3.8M |
| Boston Research & Management Inc. | 0.88% | Reduce -5.9% | 46,955 | $3.8M |
| SageGuard Financial Group, LLC | 0.60% | — | 46,782 | $3.8M |
| Patriot Investment Management Group, Inc. | 0.24% | Reduce -9.8% | 46,769 | $3.8M |
| Bedminster, LLC | 3.49% | — | 46,759 | $3.8M |
| Bailard, Inc. | 0.08% | Add +1.1% | 46,724 | $3.8M |
| Avior Wealth Management, LLC | 0.12% | Reduce -4.3% | 46,675 | $3.8M |
| One Wealth Advisors, LLC | 0.46% | Add +4.3% | 46,284 | $3.8M |
| Titleist Asset Management, LLC | 0.30% | Add +210.0% | 46,026 | $3.7M |
| Generation Capital Management LLC | 2.41% | Add +7.4% | 45,860 | $3.7M |
| Wealthfront Advisers LLC | 0.01% | Add +21.7% | 45,639 | $3.7M |
| Elevated Financial Group LLC | 1.28% | — | 45,539 | $3.7M |
| Guidance Capital, Inc. | 0.90% | Reduce -26.2% | 39,670 | $3.7M |
| Nvwm, LLC | 0.80% | Add +0.7% | 45,183 | $3.7M |
| Western Wealth Management, LLC | 0.17% | Add +14.5% | 44,956 | $3.6M |
| Confluence Wealth Services, Inc. | 0.15% | Add +2.8% | 44,936 | $3.6M |
| Hilltop Holdings Inc. | 0.22% | Add +9.4% | 44,863 | $3.6M |
| Elyxium Wealth, LLC | 1.01% | Reduce -3.5% | 44,826 | $3.6M |
| Independent Wealth Advisors LLC | 3.79% | — | 44,749 | $3.6M |
| Red Mountain Financial, LLC | 3.54% | Reduce -1.1% | 44,377 | $3.6M |
| Nearwater Capital Markets, Ltd | 0.06% | New | 44,100 | $3.6M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -4.1% | 43,938 | $3.6M |
| RFG Advisory, LLC | 0.07% | Reduce -0.1% | 43,559 | $3.5M |
| Keebeck Wealth Management | 0.41% | Add +6.5% | 43,540 | $3.5M |
| Shared Vision Wealth Group LLC | 1.43% | Reduce -0.4% | 37,119 | $3.5M |
| Gould Asset Management LLC | 0.62% | Reduce -5.0% | 43,288 | $3.5M |
| Claro Advisors Inc. | 0.48% | Add +10.2% | 43,168 | $3.5M |
| Compass Financial Group, Inc. | 1.54% | Reduce -3.3% | 42,972 | $3.5M |
| MMBG Investment Advisors Co. | 0.29% | No change | 42,900 | $3.5M |
| Compagnie Lombard Odier SCmA | 0.04% | Reduce -7.0% | 42,789 | $3.5M |
| WealthShield Partners, LLC | 0.38% | Add +3.7% | 42,705 | $3.5M |
| EP Wealth Advisors, LLC | 0.02% | — | 42,634 | $3.5M |
| Highline Wealth Partners LLC | 0.97% | Add +1.8% | 42,508 | $3.5M |
| Verity Asset Management, Inc. | 1.48% | Reduce -60.2% | 42,340 | $3.4M |
| 5T Wealth, LLC | 1.37% | Add +8.7% | 42,097 | $3.4M |
| Uniting Wealth Partners, LLC | 1.05% | Add +0.6% | 42,134 | $3.4M |
| Cowa, LLC | 1.04% | Reduce -14.0% | 42,007 | $3.4M |
| Alhambra Investment Management LLC | 1.58% | Reduce -11.4% | 41,943 | $3.4M |
| Wealth Watch Advisors, INC | 1.26% | Add +76.3% | 41,685 | $3.4M |
| Savant Capital, LLC | 0.02% | Add +12.3% | 41,298 | $3.4M |
| Roundview Capital LLC | 0.20% | Add +9.0% | 40,893 | $3.3M |
| Arkansas Financial Group, Inc. | 0.48% | Add +23.1% | 40,828 | $3.3M |
| Burns J W & Co. Inc. | 0.37% | Add +11.9% | 40,775 | $3.3M |
| Veridan Wealth LLC | 1.11% | Reduce -2.4% | 40,661 | $3.3M |
| AAFMAA Wealth Management & Trust LLC | 1.29% | New | 40,613 | $3.3M |
| North Dallas Bank & Trust Co. | 2.13% | — | 40,305 | $3.3M |
| Csenge Advisory Group | 0.15% | Add +9.0% | 40,250 | $3.3M |
| Strategic Investment Solutions, Inc. | 0.78% | Reduce -17.9% | 39,861 | $3.2M |
| Endeavor Private Wealth, Inc. | 0.93% | Add +34.4% | 39,839 | $3.2M |
| Ipsen Advisor Group LLC | 2.29% | Reduce -5.8% | 39,784 | $3.2M |
| HighPoint Advisor Group LLC | 0.07% | New | 39,628 | $3.2M |
| Alaethes Wealth, LLC | 0.90% | Add +1.7% | 39,586 | $3.2M |
| Twelve Points Wealth Management LLC | 0.72% | Add +4.5% | 37,703 | $3.2M |
| Choate Investment Advisors | 0.06% | No change | 39,324 | $3.2M |
| Inlet Private Wealth, LLC | 0.73% | Reduce -0.3% | 38,929 | $3.2M |
| NewSquare Capital LLC | 0.28% | Reduce -14.9% | 38,928 | $3.2M |
| Evergreen Capital Management LLC | 0.07% | Add +4.4% | 38,921 | $3.2M |
| Valeo Financial Advisors, LLC | 0.07% | Add +96.8% | 38,712 | $3.1M |
| American Trust | 0.26% | Reduce -39.8% | 38,446 | $3.1M |
| Trust Point Inc. | 0.25% | Reduce -1.0% | 38,429 | $3.1M |
| Catalyst Investment Management LLC | 2.94% | — | 38,242 | $3.1M |
| Walkner Condon Financial Advisors LLC | 0.43% | Reduce -1.5% | 38,213 | $3.1M |
| Novak & Powell Financial Services, Inc. | 1.61% | Reduce -0.9% | 38,024 | $3.1M |
| Whitener Capital Management, Inc. | 0.70% | Add +0.2% | 37,633 | $3.1M |
| Adkins Seale Capital Management LLC | 2.97% | — | 37,035 | $3.0M |
| Almanack Investment Partners, LLC. | 0.51% | Reduce -17.6% | 37,004 | $3.0M |
| TRUE Private Wealth Advisors | 0.30% | Add +0.0% | 36,905 | $3.0M |
| Guardian Capital, LLC | 2.68% | — | 36,901 | $3.0M |
| True Vision MN LLC | 1.52% | Reduce -6.7% | 36,847 | $3.0M |
| Weil Company, Inc. | 0.69% | Reduce -2.4% | 36,756 | $3.0M |
| Arlington Trust Co LLC | 0.30% | Add +0.6% | 36,756 | $3.0M |
| Centurion Wealth Management LLC | 0.65% | Add +0.3% | 36,679 | $3.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.09% | Reduce -38.2% | 36,595 | $3.0M |
| Tyche Wealth Partners LLC | 0.47% | Add +14.6% | 36,385 | $3.0M |
| Roger Wittlin Investment Advisory, LLC | 2.06% | Add +5.5% | 36,220 | $2.9M |
| Sterling Capital Management LLC | 0.05% | Reduce -0.8% | 36,196 | $2.9M |
| Twin Peaks Wealth Advisors, LLC | 0.86% | Add +11.1% | 30,709 | $2.9M |
| Simplicity Wealth,LLC | 0.17% | Reduce -47.8% | 36,011 | $2.9M |
| Eastern Bank | 0.05% | Add +8.4% | 35,752 | $2.9M |
| Advus Financial Partners, LLC | 0.70% | Add +12.2% | 35,726 | $2.9M |
| Moneco Advisors, LLC | 0.23% | Reduce -2.6% | 35,712 | $2.9M |
| Brown Brothers Harriman & Co. | 0.02% | Add +32.5% | 35,472 | $2.9M |
| Sagace Wealth Management LLC | 1.95% | Reduce -4.2% | 35,373 | $2.9M |
| Davis Wealth Advisors, LLC | 2.39% | Add +27.0% | 35,372 | $2.9M |
| Verus Financial Partners, Inc. | 0.26% | Reduce -0.4% | 30,161 | $2.9M |
| Bridgewealth Advisory Group, LLC | 0.63% | Add +12.9% | 35,297 | $2.9M |
| Valued Retirements, Inc. | 2.79% | Reduce -1.7% | 35,201 | $2.9M |
| Perkins Coie Trust Co | 0.53% | No change | 35,110 | $2.8M |
| Waldron Private Wealth LLC | 0.11% | Add +2.8% | 35,091 | $2.8M |
| Focus Financial Network, Inc. | 0.10% | Add +11.9% | 34,833 | $2.8M |
| Stratos Wealth Advisors, LLC | 0.14% | Reduce -28.3% | 34,810 | $2.8M |
| Mosley Wealth Management | 1.29% | — | 37,026 | $2.8M |
| Sharp Wealth Advisory, LLC | 1.42% | Add +4.4% | 34,750 | $2.8M |
| Clearstead Advisors, LLC | 0.04% | Add +5.9% | 34,693 | $2.8M |
| Five Pine Wealth Management | 1.79% | Reduce -0.9% | 34,460 | $2.8M |
| Guardian Partners Inc. | 0.22% | New | 30,000 | $2.8M |
| PFG Advisors | 0.13% | Add +4.7% | 34,206 | $2.8M |
| Ofc Financial Planning, LLC | 2.63% | Reduce -0.9% | 34,132 | $2.8M |
| First Trust Advisors LP | 0.00% | Add +14.8% | 34,048 | $2.8M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +18.5% | 33,929 | $2.8M |
| Vicus Capital | 0.21% | Reduce -4.8% | 33,890 | $2.8M |
| New England Private Wealth Advisors LLC | 0.34% | No change | 33,681 | $2.7M |
| Citizens National Bank Trust Department | 0.47% | Add +12.5% | 33,675 | $2.7M |
| WESPAC Advisors, LLC | 1.48% | Add +25.2% | 33,656 | $2.7M |
| Ashton Thomas Securities, LLC | 0.52% | Reduce -1.7% | 33,668 | $2.7M |
| ATX Financial Planning, LLC | 2.10% | — | 33,598 | $2.7M |
| Glenmede Trust Co. NA | 0.01% | — | 33,443 | $2.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +4.5% | 33,263 | $2.7M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -52.2% | 33,167 | $2.7M |
| Patton Albertson Miller Group, LLC | 0.32% | New | 33,154 | $2.7M |
| ASL Financial, LLC | 2.11% | — | 31,141 | $2.7M |
| Bank Ozk | 0.95% | Reduce -1.5% | 33,091 | $2.7M |
| Apella Capital, LLC | 0.05% | Add +18.9% | 32,997 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +7.3% | 32,814 | $2.7M |
| Sage Mountain Advisors LLC | 0.14% | Reduce -0.8% | 32,753 | $2.7M |
| PFG Investments, LLC | 0.13% | Add +23.8% | 32,685 | $2.7M |
| Oak Family Advisors, LLC | 0.81% | Reduce -10.8% | 32,624 | $2.6M |
| 4J Wealth Management LLC | 1.50% | Add +0.3% | 32,291 | $2.6M |
| Flywheel Private Wealth LLC | 1.64% | Reduce -0.2% | 32,269 | $2.6M |
| Main Street Financial Solutions, LLC | 0.19% | Reduce -11.8% | 32,020 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +4.2% | 31,918 | $2.6M |
| RFG - Bristol Wealth Advisors, LLC | 0.72% | Reduce -4.9% | 31,774 | $2.6M |
| Parkside Financial Bank & Trust | 0.19% | Reduce -24.0% | 31,739 | $2.6M |
| Cathy Pareto & Associates, Inc. | 1.79% | Add +4.9% | 31,717 | $2.6M |
| Northstar Financial Companies, Inc. | 2.05% | Add +68.3% | 31,693 | $2.6M |
| Clear Retirement Advice LLC | 2.00% | — | 28,347 | $2.6M |
| One Wealth Capital Management, LLC | 1.09% | Reduce -3.4% | 31,554 | $2.6M |
| Relyea Zuckerberg Hanson LLC | 0.26% | No change | 31,505 | $2.6M |
| LOM Asset Management Ltd | 0.74% | No change | 31,500 | $2.6M |
| Spectrum Planning & Advisory Services Inc. | 1.31% | Reduce -6.9% | 31,439 | $2.6M |
| Moors & Cabot, Inc. | 0.11% | Add +10.3% | 31,432 | $2.6M |
| Wormser Freres Gestion | 1.45% | Reduce -10.8% | 30,784 | $2.5M |
| Cardiff Park Advisors, LLC | 0.21% | Add +4.8% | 31,370 | $2.5M |
| Crown Wealth Group, LLC | 0.71% | New | 31,181 | $2.5M |
| Wealthgarden F.S. LLC | 1.66% | Add +9.8% | 26,523 | $2.5M |
| May Hill Capital, LLC | 0.68% | Add +15.5% | 30,956 | $2.5M |
| Accredited Investor Services, LLC | 1.65% | No change | 30,695 | $2.5M |
| Satovsky Asset Management LLC | 0.48% | Reduce -1.9% | 30,648 | $2.5M |
| TPG Advisors LLC | 1.54% | Add +0.3% | 30,474 | $2.5M |
| Nest Investments, LLC | 2.07% | — | 30,444 | $2.5M |
| Holistic Financial Partners | 0.89% | Reduce -8.1% | 30,322 | $2.5M |
| Cornerstone Planning Group LLC | 0.38% | Add +5.8% | 24,187 | $2.4M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -14.3% | 30,050 | $2.4M |
| Virtus Family Office LLC | 2.10% | Add +2.9% | 30,065 | $2.4M |
| Polaris Investment Advisors, LLC | 1.76% | — | 30,014 | $2.4M |
| Headlands Technologies LLC | 0.20% | Add +25.7% | 29,725 | $2.4M |
| Braun-Bostich & Associates Inc. | 1.49% | Reduce -7.7% | 29,706 | $2.4M |
| Strategic Financial Concepts, LLC | 2.19% | New | 29,563 | $2.4M |
| Composition Wealth, LLC | 0.03% | Add +15.8% | 29,512 | $2.4M |
| Silverlake Wealth Management LLC | 0.54% | Add +2.8% | 29,461 | $2.4M |
| New Republic Capital, LLC | 0.64% | Add +28.4% | 29,420 | $2.4M |
| Kilter Group LLC | 1.06% | Reduce -2.6% | 29,341 | $2.4M |
| Grand Central Investment Group | 1.72% | — | 29,201 | $2.4M |
| Riggs Asset Managment Co. Inc. | 0.47% | Add +1.4% | 28,981 | $2.4M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Reduce -0.5% | 28,730 | $2.3M |
| Capital Advisors Wealth Management, LLC | 0.32% | Add +10.0% | 28,652 | $2.3M |
| Ancora Advisors LLC | 0.05% | Add +23.1% | 28,549 | $2.3M |
| Maimon Wealth Management LTD. | 2.15% | — | 28,460 | $2.3M |
| Clearstead Trust, LLC | 0.36% | Reduce -4.8% | 28,459 | $2.3M |
| Naviter Wealth, LLC | 0.30% | Reduce -9.0% | 28,394 | $2.3M |
| Sachetta, LLC | 1.26% | Reduce -34.6% | 28,368 | $2.3M |
| Sound View Wealth Advisors Group, LLC | 0.15% | No change | 28,358 | $2.3M |
| Sunesis Advisors, LLC | 1.04% | No change | 28,203 | $2.3M |
| SWP Financial LLC | 1.15% | Reduce -10.9% | 28,181 | $2.3M |
| Marble Wealth, LLC | 0.32% | — | 28,172 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.9% | 28,050 | $2.3M |
| Courage Capital Management LLC | 3.14% | No change | 28,000 | $2.3M |
| Y.D. More Investments Ltd | 0.11% | No change | 28,000 | $2.3M |
| Americana Partners, LLC | 0.06% | Add +1.4% | 27,609 | $2.2M |
| Azimuth Capital Investment Management LLC | 0.08% | Add +1.9% | 27,524 | $2.2M |
| Boyce & Associates Wealth Consulting, Inc. | 1.86% | Reduce -0.9% | 27,407 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +30.8% | 27,221 | $2.2M |
| SCS Capital Management LLC | 0.02% | Add +217.3% | 27,159 | $2.2M |
| Marks Group Wealth Management, Inc | 0.21% | No change | 27,096 | $2.2M |
| Regatta Capital Group, LLC | 0.33% | Reduce -0.4% | 27,044 | $2.2M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Reduce -0.4% | 26,931 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +4.3% | 26,908 | $2.2M |
| Pilgrim Partners Asia Pte Ltd | 1.05% | Add +35.6% | 26,890 | $2.2M |
| Swmg, LLC | 0.60% | Reduce -8.3% | 23,301 | $2.2M |
| Columbus Macro, LLC | 0.24% | Reduce -6.0% | 26,662 | $2.2M |
| Bleakley Financial Group, LLC | 0.04% | Add +1.5% | 26,577 | $2.2M |
| Plante Moran Financial Advisors, LLC | 0.14% | Add +537.3% | 26,430 | $2.1M |
| Venturi Wealth Management, LLC | 0.09% | Reduce -0.2% | 26,193 | $2.1M |
| TD Private Client Wealth LLC | 0.05% | Reduce -10.9% | 26,059 | $2.1M |
| AlphaCore Capital LLC | 0.05% | Add +96.4% | 25,976 | $2.1M |
| First Horizon Corp. | 0.09% | Add +0.9% | 25,840 | $2.1M |
| Davies Financial Advisors, Inc. | 3.86% | Reduce -65.3% | 25,719 | $2.1M |
| Archford Capital Strategies, LLC | 0.24% | Add +1.8% | 25,606 | $2.1M |
| Greenhouse Wealth Management, LLC | 1.21% | No change | 25,196 | $2.0M |
| WealthBridge Capital Management, LLC | 0.46% | Add +0.9% | 25,113 | $2.0M |
| FWL Investment Management, LLC | 0.49% | Reduce -1.0% | 24,966 | $2.0M |
| Petra Financial Advisors Inc. | 1.18% | Reduce -1.5% | 24,849 | $2.0M |
| Kanawha Capital Management LLC | 0.14% | Add +21.9% | 24,732 | $2.0M |
| Tudor Financial Inc. | 1.02% | Add +4.5% | 24,471 | $2.0M |
| Intrua Financial, LLC | 0.22% | Reduce -1.5% | 24,408 | $2.0M |
| Montis Financial, LLC | 0.39% | No change | 24,378 | $2.0M |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -12.9% | 24,202 | $2.0M |
| Signaturefd, LLC | 0.03% | Add +39.5% | 24,094 | $2.0M |
| Outlook Wealth Advisors, LLC | 0.44% | Add +48.7% | 24,046 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -1.3% | 24,028 | $2.0M |
| Bradley & Co. Private Wealth Management, LLC | 1.05% | Reduce -3.4% | 24,021 | $1.9M |
| Gateway Wealth Partners, LLC | 0.21% | Add +7.6% | 23,493 | $1.9M |
| First PREMIER Bank | 0.44% | No change | 23,414 | $1.9M |
| Aureum Wealth Management, LLC | 1.75% | — | 23,274 | $1.9M |
| Basecamp Wealth Advisors LLC | 0.40% | — | 23,162 | $1.9M |
| First National Bank of Omaha | 0.06% | New | 22,983 | $1.9M |
| Hutchinson Capital Management | 0.32% | No change | 23,132 | $1.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.07% | Reduce -82.5% | 23,047 | $1.9M |
| Vident Advisory, LLC | 0.02% | Reduce -6.3% | 23,114 | $1.9M |
| Mayflower Financial Advisors, LLC | 0.23% | Add +3.3% | 23,099 | $1.9M |
| Ascentis Independent Advisors | 0.30% | Reduce -4.5% | 22,946 | $1.9M |
| Ifrah Financial Services, Inc. | 0.48% | Reduce -5.4% | 22,909 | $1.9M |
| Old National Bancorp | 0.03% | Add +15.3% | 22,870 | $1.9M |
| IFG Advisory, LLC | 0.08% | Reduce -1.7% | 22,783 | $1.8M |
| Mosaic Family Wealth Partners, LLC | 0.20% | Add +7.3% | 22,733 | $1.8M |
| Ridgeline Wealth Planning, LLC | 1.31% | New | 22,671 | $1.8M |
| Sheridan Capital Management, LLC | 0.93% | Reduce -0.5% | 22,633 | $1.8M |
| J.Safra Asset Management Corp | 0.10% | Add +2488.4% | 22,571 | $1.8M |
| SlateStone Wealth, LLC | 0.15% | Reduce -11.1% | 22,511 | $1.8M |
| Sageworth Trust Co | 0.08% | No change | 22,496 | $1.8M |
| Sax Wealth Advisors, LLC | 0.09% | Add +4.8% | 22,488 | $1.8M |
| Latitude Advisors, LLC | 0.80% | Reduce -4.3% | 22,388 | $1.8M |
| Betterment LLC | 0.00% | Add +22.1% | 22,380 | $1.8M |
| Keystone Wealth Services, LLC | 0.38% | Add +7.7% | 22,368 | $1.8M |
| Noble Wealth Management PBC | 0.90% | Reduce -21.1% | 22,188 | $1.8M |
| Strategic Wealth Partners, Ltd. | 0.12% | Reduce -17.6% | 22,114 | $1.8M |
| Hoxton Planning & Management, LLC | 0.54% | Reduce -5.8% | 22,054 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -80.3% | 21,900 | $1.8M |
| Fifth Third Bancorp | 0.01% | Add +126.6% | 21,879 | $1.8M |
| Terra Nova Asset Management LLC | 1.16% | No change | 21,766 | $1.8M |
| Forum Financial Management, LP | 0.02% | Reduce -0.6% | 21,763 | $1.8M |
| Values First Advisors, Inc. | 0.91% | New | 21,675 | $1.8M |
| Bank of Nova Scotia | 0.00% | Add +110.6% | 21,481 | $1.7M |
| Private Wealth Asset Management, LLC | 0.19% | Add +23.9% | 21,404 | $1.7M |
| Hudson Oak Wealth Advisory LLC | 1.52% | — | 21,253 | $1.7M |
| Comprehensive Money Management Services LLC | 1.19% | Reduce -10.9% | 21,192 | $1.7M |
| Laurel Oak Wealth Management, LLC | 0.29% | — | 21,126 | $1.7M |
| Macroview Investment Management LLC | 1.18% | Reduce -21.4% | 21,097 | $1.7M |
| CM Wealth Advisors LLC | 0.39% | No change | 21,033 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Add +48.7% | 20,966 | $1.7M |
| Certuity, LLC | 0.11% | Add +6.9% | 20,894 | $1.7M |
| Private Trust Co. NA | 0.15% | Reduce -15.4% | 20,893 | $1.7M |
| Alterna Wealth Management, Inc. | 1.41% | Reduce -12.1% | 20,840 | $1.7M |
| Bison Wealth, LLC | 0.19% | Add +26.1% | 19,914 | $1.7M |
| Embree Financial Group | 0.21% | Add +48.4% | 20,692 | $1.7M |
| Simmons Bank | 0.11% | Reduce -0.1% | 20,676 | $1.7M |
| Maia Wealth LLC | 0.29% | Add +6.2% | 18,081 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -10.2% | 20,557 | $1.7M |
| Monograph Wealth Advisors, LLC | 0.16% | Reduce -0.8% | 20,458 | $1.7M |
| Wealthspire Retirement, LLC | 0.10% | Add +160.5% | 20,453 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +5.7% | 20,438 | $1.7M |
| A4 Wealth Advisors LLC | 1.43% | Add +47.9% | 20,353 | $1.7M |
| Money Concepts Capital Corp. | 0.09% | Add +320.5% | 20,347 | $1.7M |
| Narus Financial Partners, LLC | 0.45% | Add +0.8% | 20,135 | $1.6M |
| Barnes Wealth Management Group, Inc | 0.87% | Reduce -3.8% | 20,086 | $1.6M |
| MCF Advisors LLC | 0.09% | Add +2201.4% | 20,045 | $1.6M |
| Avory & Company, LLC | 1.04% | No change | 20,000 | $1.6M |
| Alaska Wealth Advisors, LLC | 0.20% | Add +0.6% | 19,753 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +30.8% | 19,711 | $1.6M |
| Worth Financial Advisory Group, LLC | 0.77% | New | 19,567 | $1.6M |
| Larson Financial Group LLC | 0.05% | Add +98.8% | 19,567 | $1.6M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -1.1% | 19,508 | $1.6M |
| Edge Financial Advisors LLC | 0.67% | Reduce -0.5% | 19,505 | $1.6M |
| Portfolio Resources Advisor Group, Inc. | 1.57% | — | 19,412 | $1.6M |
| J. R. Prunier Capital Management LLC | 0.65% | — | 19,355 | $1.6M |
| CoreCap Advisors, LLC | 0.05% | Add +9.7% | 19,338 | $1.6M |
| Jacobi Capital Management LLC | 0.09% | Reduce -10.5% | 19,331 | $1.6M |
| Allstate Corp. | 0.02% | Reduce -39.6% | 19,280 | $1.6M |
| Myecfo, LLC | 0.66% | Reduce -21.4% | 19,265 | $1.6M |
| Port Capital LLC | 0.07% | Reduce -2.5% | 19,250 | $1.6M |
| Coppell Advisory Solutions LLC | 0.15% | Reduce -9.5% | 19,068 | $1.6M |
| Ballew Advisors, Inc | 0.88% | Add +3.3% | 18,035 | $1.6M |
| DMC Group, LLC | 1.04% | Add +15.4% | 19,131 | $1.6M |
| ETF Store, Inc. | 1.58% | Reduce -2.7% | 19,125 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.17% | Add +3.1% | 18,795 | $1.5M |
| Two Sigma Securities, LLC | 0.21% | Add +13.3% | 18,692 | $1.5M |
| Douglass Winthrop Advisors, LLC | 0.03% | No change | 18,680 | $1.5M |
| Jordan Park Trust Co LLC | 1.04% | No change | 18,651 | $1.5M |
| AA Financial Advisors, LLC | 0.28% | Add +34.3% | 18,651 | $1.5M |
| Principle Wealth Partners LLC | 0.09% | Reduce -10.6% | 18,567 | $1.5M |
| Town Capital LLC | 1.23% | — | 18,556 | $1.5M |
| Nwam LLC | 0.08% | Reduce -13.7% | 16,123 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -1.5% | 18,443 | $1.5M |
| Pinebridge Investments LLC | 0.01% | — | 18,390 | $1.5M |
| Sovereign Financial Group, Inc. | 0.27% | Add +17.3% | 18,370 | $1.5M |
| Ibex Wealth Advisors | 0.15% | Add +3.7% | 18,359 | $1.5M |
| Verus Capital Partners, LLC | 0.10% | Add +4.5% | 18,331 | $1.5M |
| Curtis Wealth Management LLC | 1.29% | — | 15,602 | $1.5M |
| Uptick Partners, LLC | 0.32% | New | 18,231 | $1.5M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -10.4% | 17,954 | $1.5M |
| Hamilton Capital, LLC | 0.07% | — | 17,943 | $1.5M |
| Green Ridge Wealth Planning LLC | 0.74% | — | 17,931 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +9.7% | 17,780 | $1.4M |
| Wealth Management Associates, Inc. | 0.50% | Reduce -0.6% | 17,768 | $1.4M |
| Mraz, Amerine & Associates, Inc. | 0.21% | Reduce -3.6% | 17,744 | $1.4M |
| Blossom Wealth Management | 2.37% | Reduce -20.4% | 17,715 | $1.4M |
| Clarion Wealth Managment Partners, LLC | 1.33% | Reduce -2.6% | 17,678 | $1.4M |
| ERn Financial, LLC | 0.27% | Add +3.3% | 17,673 | $1.4M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -4.9% | 17,554 | $1.4M |
| Bright Financial Advisors, Inc. | 0.67% | Reduce -2.0% | 17,539 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.39% | Reduce -1.5% | 17,531 | $1.4M |
| Brookwood Investment Group LLC | 0.17% | Add +16.4% | 17,527 | $1.4M |
| Sheets Smith Wealth Management | 0.16% | Reduce -4.0% | 17,514 | $1.4M |
| Rothschild Wealth LLC | 0.14% | Add +30.1% | 17,495 | $1.4M |
| S.A. Mason LLC | 0.56% | No change | 17,412 | $1.4M |
| Cooke Wealth Management, LLC | 1.23% | — | 16,176 | $1.4M |
| Asempa Wealth Advisors | 1.21% | — | 17,372 | $1.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -5.8% | 17,369 | $1.4M |
| Center For Asset Management LLC | 0.74% | Add +275.8% | 17,345 | $1.4M |
| FFG Partners, LLC | 0.41% | Add +0.4% | 17,309 | $1.4M |
| Interactive Financial Advisors, Inc. | 0.91% | New | 17,264 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +1.7% | 17,264 | $1.4M |
| Diversified Trust Co. | 0.03% | Add +4.3% | 17,261 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.1% | 17,214 | $1.4M |
| Novem Group | 0.16% | Reduce -4.9% | 17,210 | $1.4M |
| Independent Wealth Network Inc. | 0.43% | Reduce -5.7% | 17,207 | $1.4M |
| Arta Finance Wealth Management LLC | 0.71% | — | 17,194 | $1.4M |
| S&co Inc. | 0.09% | No change | 17,174 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +3.5% | 17,158 | $1.4M |
| Silvia McColl Wealth Management, LLC | 0.92% | Add +0.1% | 17,056 | $1.4M |
| Berger Financial Group, Inc | 0.08% | Add +33.9% | 17,039 | $1.4M |
| Phillips Financial Management, LLC | 0.09% | Reduce -1.8% | 16,947 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Reduce -31.4% | 16,891 | $1.4M |
| RHL Group, LLC | 1.10% | — | 16,817 | $1.4M |
| RCS Financial Planning, LLC | 0.59% | Add +2.4% | 16,797 | $1.4M |
| Crosspoint Financial, LLC | 3.19% | Add +3.3% | 16,721 | $1.4M |
| Andrews Advisory Associates, LLC | 0.72% | — | 16,688 | $1.4M |
| Evermay Wealth Management LLC | 0.15% | Reduce -2.0% | 16,675 | $1.4M |
| Auxano Advisors, LLC | 0.27% | Reduce -1.2% | 16,660 | $1.4M |
| Jump Financial, LLC | 0.02% | New | 16,531 | $1.3M |
| Lantz Financial LLC | 0.28% | Reduce -4.6% | 16,526 | $1.3M |
| Curated Wealth Partners LLC | 0.14% | Add +1.0% | 16,522 | $1.3M |
| IPG Investment Advisors LLC | 0.23% | Add +134.4% | 16,422 | $1.3M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.06% | — | 16,377 | $1.3M |
| NWF Advisory Services Inc. | 0.15% | Add +28.5% | 16,374 | $1.3M |
| Ellis Investment Partners, LLC | 0.23% | Reduce -1.9% | 16,352 | $1.3M |
| Atala Financial Inc | 0.84% | Add +59.0% | 16,262 | $1.3M |
| CCG Wealth Management, LLC | 0.56% | Add +299.0% | 16,239 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Add +3.7% | 16,204 | $1.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -17.4% | 16,122 | $1.3M |
| Atlatl Advisers LLC | 0.50% | Add +9.0% | 16,053 | $1.3M |
| 5th Street Advisors, LLC | 0.61% | Reduce -9.0% | 16,039 | $1.3M |
| Frankly Finances, LLC | 1.22% | — | 15,868 | $1.3M |
| Mirador Capital Partners LP | 0.18% | Add +4.8% | 15,790 | $1.3M |
| Fort Point Capital Partners LLC | 0.15% | Reduce -22.3% | 14,714 | $1.3M |
| HORAN Wealth, LLC | 0.20% | No change | 15,685 | $1.3M |
| Central Bank & Trust Co. | 0.20% | Add +5.5% | 15,661 | $1.3M |
| LiftPoint Family Wealth Advisors LLC | 1.08% | — | 15,639 | $1.3M |
| Focused Alpha, LLC | 0.37% | — | 15,552 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.30% | Add +4.3% | 15,540 | $1.3M |
| Cascade Financial Partners, LLC | 0.13% | Reduce -3.1% | 15,492 | $1.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.6% | 15,449 | $1.3M |
| Blue Fin Capital, Inc. | 0.19% | No change | 15,396 | $1.2M |
| Foguth Wealth Management, LLC. | 0.19% | — | 15,291 | $1.2M |
| Banco Santander, S.A. | 0.01% | New | 15,300 | $1.2M |
| Northcape Wealth Management, LLC | 0.35% | No change | 15,246 | $1.2M |
| JT Stratford LLC | 0.16% | Reduce -1.2% | 15,202 | $1.2M |
| Essex Financial Services, Inc. | 0.07% | Reduce -7.6% | 15,171 | $1.2M |
| Tarbox Family Office, Inc. | 0.20% | No change | 15,077 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +7.0% | 15,076 | $1.2M |
| Provenance Wealth Advisors, LLC | 0.14% | Reduce -0.3% | 15,064 | $1.2M |
| Nova Wealth Management, Inc. | 0.84% | Add +14.9% | 15,028 | $1.2M |
| Community Bank, N.A. | 0.14% | Add +12.8% | 15,027 | $1.2M |
| Glenview Trust Co | 0.02% | No change | 14,913 | $1.2M |
| Greenspring Advisors, LLC | 0.07% | New | 14,884 | $1.2M |
| First National Trust Co | 0.04% | Reduce -4.8% | 14,787 | $1.2M |
| Compass Wealth Management, LLC | 0.49% | No change | 14,738 | $1.2M |
| Aberdeen Wealth Management LLC | 0.55% | Reduce -1.3% | 14,712 | $1.2M |
| Rebalance, LLC | 0.07% | Add +27.3% | 14,709 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.45% | Add +13.8% | 14,707 | $1.2M |
| Wedmont Private Capital | 0.04% | Add +18.2% | 14,213 | $1.2M |
| Trustmark Bank Trust Department | 0.08% | Add +1.4% | 14,651 | $1.2M |
| Sharper & Granite LLC | 0.42% | Reduce -6.3% | 14,650 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | Reduce -15.8% | 14,628 | $1.2M |
| Investment Management Corp. /Va/ | 0.99% | Reduce -2.5% | 14,614 | $1.2M |
| Brooklyn Investment Group | 0.05% | Add +100.3% | 14,474 | $1.2M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -12.2% | 14,547 | $1.2M |
| J.M. Arbour, LLC | 1.17% | — | 14,474 | $1.2M |
| Wealthstar Advisors, LLC | 0.64% | Reduce -35.0% | 14,435 | $1.2M |
| MainStreet Investment Advisors LLC | 0.17% | Reduce -50.5% | 14,421 | $1.2M |
| Marmo Financial Group, LLC | 0.55% | No change | 14,344 | $1.2M |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -1.5% | 14,336 | $1.2M |
| BCU Wealth Advisors, LLC | 0.44% | Add +2.1% | 14,210 | $1.2M |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -2.2% | 14,124 | $1.1M |
| Swisher Financial Concepts, Inc. | 0.65% | Add +7.7% | 14,068 | $1.1M |
| Hobbs Group Advisors, LLC | 0.34% | Reduce -0.8% | 14,061 | $1.1M |
| Wescott Financial Advisory Group, LLC | 0.10% | No change | 14,006 | $1.1M |
| Atomic Invest LLC | 0.64% | — | 13,865 | $1.1M |
| Butensky & Cohen Financial Security, Inc. | 0.31% | New | 13,940 | $1.1M |
| Landing Point Financial Group, LLC | 0.56% | Add +8.2% | 13,909 | $1.1M |
| Continuum Advisory, LLC | 0.11% | Add +181.7% | 13,906 | $1.1M |
| First Bank & Trust | 0.18% | Add +3.9% | 13,557 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | Reduce -52.6% | 13,521 | $1.1M |
| American National Bank & Trust | 0.10% | No change | 13,451 | $1.1M |
| Davis R M Inc. | 0.02% | Add +185.1% | 13,383 | $1.1M |
| Cedar Wealth Management, LLC | 0.32% | No change | 13,365 | $1.1M |
| PDS Planning, Inc | 0.07% | Add +5.8% | 13,276 | $1.1M |
| Drive Wealth Management, LLC | 0.21% | Add +27.1% | 13,256 | $1.1M |
| First Growth Capital LLC | 0.94% | — | 11,101 | $1.1M |
| Obermeyer Wealth Partners | 0.05% | Reduce -12.9% | 13,045 | $1.1M |
| Angeles Wealth Management, LLC | 0.06% | No change | 13,000 | $1.1M |
| Mill Capital Management, LLC | 0.08% | Reduce -20.0% | 12,994 | $1.1M |
| TopTier Wealth Management, LLC | 0.72% | — | 12,988 | $1.1M |
| Alpha Financial Partners LLC | 0.64% | Add +0.1% | 12,960 | $1.1M |
| Farringdon Capital, Ltd. | 0.26% | New | 12,920 | $1.0M |
| Beacon Financial Advisory LLC | 0.24% | Add +12.4% | 12,908 | $1.0M |
| Riverpoint Wealth Management Holdings, LLC | 0.22% | No change | 12,873 | $1.0M |
| Hanson & Doremus Investment Management | 0.13% | Reduce -4.6% | 12,833 | $1.0M |
| ICONIQ Capital, LLC | 0.02% | Reduce -31.7% | 12,819 | $1.0M |
| Grey Ledge Advisors, LLC | 0.24% | Add +0.0% | 12,816 | $1.0M |
| Mission Creek Capital Partners, Inc. | 0.21% | No change | 12,757 | $1.0M |
| Retirement Wealth Solutions LLC | 0.65% | Reduce -7.6% | 12,745 | $1.0M |
| Legacy Wealth Partners, LLC | 0.27% | — | 12,667 | $1.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -3.1% | 12,662 | $1.0M |
| Archer Investment Management, LLC | 0.55% | New | 12,645 | $1.0M |
| JTC Employer Solutions Trustee Ltd | 0.07% | No change | 12,632 | $1.0M |
| Cordgrass Capital Advisors, LLC | 0.25% | Reduce -1.3% | 12,621 | $1.0M |
| Maridea Wealth Management LLC | 0.15% | Reduce -0.0% | 12,566 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Add +0.7% | 12,539 | $1.0M |
| Ameliora Wealth Management Ltd. | 0.31% | No change | 12,500 | $1.0M |
| Simon Quick Advisors, LLC | 0.04% | Add +66.3% | 12,472 | $1.0M |
| Axecap Investments, LLC | 0.62% | Reduce -12.9% | 12,468 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | Add +41.6% | 12,318 | $1000K |
| Curi Capital, LLC | 0.02% | Add +31.5% | 12,151 | $986K |
| Riverbend Wealth Management, LLC | 0.62% | Add +63.3% | 12,066 | $979K |
| Diesslin Group, Inc. | 0.39% | — | 12,050 | $978K |
| Muirfield Wealth Advisors LLC | 0.72% | Add +26.6% | 12,045 | $978K |
| Graham Capital Wealth Management, LLC | 0.90% | Reduce -2.6% | 12,032 | $977K |
| Global Financial Private Client, LLC | 0.34% | Add +0.5% | 11,882 | $964K |
| Wagner Wealth Management, Corp | 0.95% | — | 11,878 | $964K |
| Advisor Resource Council | 0.34% | New | 10,976 | $961K |
| RCW Management, LLC | 0.97% | — | 11,836 | $961K |
| Colony Family Offices, LLC | 0.24% | No change | 11,820 | $959K |
| Magnolia Capital Advisors LLC | 0.20% | Add +272.0% | 11,795 | $957K |
| Hancock Whitney Corp. | 0.02% | No change | 11,787 | $957K |
| Kornitzer Capital Management Inc. | 0.02% | Reduce -10.3% | 11,708 | $950K |
| Stokes Family Office, LLC | 0.09% | Add +5.7% | 11,615 | $943K |
| Trivium Point Advisory, LLC | 0.09% | Add +6.6% | 11,562 | $938K |
| Fairvoy Private Wealth, LLC | 0.21% | Reduce -1.8% | 11,500 | $933K |
| Meridian Wealth Management, LLC | 0.03% | Add +21.4% | 11,484 | $932K |
| Hirtle & Co., LLC | 0.04% | Reduce -7.7% | 11,452 | $930K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.07% | Reduce -2.5% | 11,449 | $929K |
| Werba Rubin Papier Wealth Management | 0.25% | No change | 11,443 | $929K |
| Optivise Advisory Services LLC | 0.53% | Add +46.3% | 11,357 | $922K |
| MBL Wealth, LLC | 0.07% | Reduce -0.2% | 11,300 | $917K |
| Advisory Advocates, LLC | 0.90% | — | 11,168 | $907K |
| W Advisors, LLC | 0.45% | Add +11.9% | 11,131 | $904K |
| Bogart Wealth, LLC | 0.04% | Add +0.5% | 11,083 | $900K |
| North Forty Two & Co. | 0.84% | Add +2.6% | 11,004 | $893K |
| McAdam, LLC | 0.04% | Add +45.3% | 10,988 | $892K |
| Colonial Trust Co / SC | 0.12% | Reduce -2.6% | 10,972 | $891K |
| Jamison Private Wealth Management, Inc. | 0.11% | Add +0.6% | 10,954 | $889K |
| Arrowroot Family Office, LLC | 0.32% | Add +4.2% | 10,954 | $889K |
| Keel Point, LLC | 0.05% | Add +6.4% | 10,941 | $888K |
| CWA Asset Management Group, LLC | 0.03% | Add +34.3% | 10,890 | $884K |
| Wisconsin Capital Management LLC | 0.44% | Add +8.0% | 10,840 | $880K |
| Pure Portfolios Holdings LLC | 0.26% | Add +7.1% | 10,790 | $876K |
| Euro Pacific Asset Management, LLC | 0.10% | Add +18.8% | 10,761 | $873K |
| Essex Bank | 0.19% | Add +10.6% | 10,699 | $868K |
| Phoenix Wealth Advisors | 0.33% | Reduce -1.0% | 10,680 | $867K |
| Texas Yale Capital Corp. | 0.03% | No change | 10,600 | $860K |
| South Shore Capital Advisors | 0.63% | — | 10,566 | $858K |
| Urban Wealth Management, LLC | 0.80% | — | 10,557 | $857K |
| Appleton Partners Inc. | 0.06% | Reduce -0.2% | 10,517 | $854K |
| New Millennium Group LLC | 0.37% | Add +6.5% | 10,502 | $852K |
| Astoria Portfolio Advisors LLC. | 0.19% | Reduce -8.4% | 8,638 | $851K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -12.9% | 10,484 | $851K |
| GWN Securities Inc. | 0.17% | Add +29.4% | 10,370 | $842K |
| Blue Chip Partners, LLC | 0.06% | Reduce -1.1% | 10,370 | $842K |
| Private Client Services, LLC | 0.26% | Add +2.8% | 10,359 | $841K |
| Vantage Point Financial LLC | 0.30% | Add +17.6% | 10,333 | $839K |
| OneAscent Financial Services LLC | 0.08% | Add +0.3% | 10,311 | $837K |
| Range Advisory, LLC | 0.22% | — | 10,301 | $836K |
| BXM Wealth LLC | 0.64% | Add +14.4% | 10,300 | $836K |
| Pinnacle Bancorp, Inc. | 0.24% | Add +10.4% | 10,294 | $836K |
| Fisher Asset Management | 0.00% | Add +188.8% | 10,274 | $834K |
| Sentinel Pension Advisors, LLC | 0.13% | Reduce -0.4% | 10,259 | $833K |
| KKM Financial LLC | 0.15% | Add +18.0% | 10,243 | $831K |
| Greykasell Wealth Strategies, Inc. | 0.33% | Add +1107.5% | 10,240 | $831K |
| World Equity Group, Inc. | 0.23% | Add +56.5% | 10,218 | $829K |
| Florida Financial Advisors, LLC | 0.22% | Add +42.0% | 10,191 | $827K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -5.1% | 10,176 | $826K |
| Inspirion Wealth Advisors, LLC | 0.10% | No change | 10,153 | $824K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +6.6% | 10,136 | $823K |
| Capital Investment Management, Inc. | 0.29% | — | 10,134 | $823K |
| Quantum Portfolio Management LLC | 0.36% | Reduce -48.3% | 10,111 | $821K |
| Pennington Partners & Co., LLC | 0.33% | Add +166.9% | 10,062 | $817K |
| Hengehold Capital Management LLC | 0.07% | No change | 10,000 | $812K |
| Exchange Bank | 0.56% | Add +7.8% | 9,989 | $811K |
| Doliver Advisors, LP | 0.20% | Reduce -21.5% | 9,925 | $806K |
| CJM Wealth Advisers, Ltd. | 0.24% | Add +217.4% | 9,911 | $804K |
| Valmark Advisers, Inc. | 0.01% | Reduce -6.1% | 9,853 | $800K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 9,729 | $790K |
| Towne Trust Company, N.A | 0.25% | No change | 9,700 | $787K |
| EPG Wealth Management LLC | 0.21% | No change | 9,670 | $785K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 9,652 | $783K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Add +0.4% | 9,591 | $779K |
| SFE Investment Counsel | 0.12% | Reduce -1.9% | 9,532 | $774K |
| Black Diamond Financial, LLC | 0.08% | Reduce -1.5% | 9,502 | $771K |
| Net Worth Advisory Group | 0.16% | Add +237.0% | 9,497 | $771K |
| Cozad Asset Management Inc. | 0.06% | Add +3.3% | 9,489 | $770K |
| Staley Capital Advisers Inc. | 0.03% | Reduce -0.0% | 9,476 | $769K |
| Curry Webb Wealth Management LLC | 0.38% | — | 9,453 | $767K |
| Clarity Financial LLC | 0.07% | Reduce -5.9% | 9,428 | $765K |
| International Assets Investment Management, LLC | 0.05% | Add +26.3% | 9,377 | $761K |
| Councilor Wealth, LLC | 0.36% | No change | 9,372 | $761K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +1.1% | 9,362 | $760K |
| BKM Wealth Management, LLC | 0.28% | Add +9.9% | 9,307 | $755K |
| Armbruster Capital Management, Inc. | 0.13% | Reduce -22.9% | 9,250 | $751K |
| Aspiriant, LLC | 0.02% | Add +17.6% | 9,239 | $750K |
| Patten & Patten Inc. | 0.04% | Reduce -5.1% | 9,225 | $749K |
| SouthState Bank Corp | 0.03% | Add +62.6% | 9,216 | $748K |
| Chilton Investment Co. Inc. | 0.02% | Add +52.4% | 9,187 | $746K |
| TCFG Wealth Management, LLC | 0.29% | Reduce -10.0% | 9,101 | $739K |
| Advance Capital Management, Inc. | 0.03% | Reduce -12.7% | 9,090 | $738K |
| Brandywine Oak Private Wealth LLC | 0.06% | Add +0.9% | 9,078 | $737K |
| ORG Partners LLC | 0.13% | Add +2.8% | 9,006 | $731K |
| Crestwood Advisors Group, LLC | 0.01% | Add +2.9% | 8,979 | $729K |
| Nilsine Partners, LLC | 0.06% | Add +47.5% | 8,973 | $728K |
| Beckerman Institutional, LLC | 0.41% | Reduce -8.8% | 8,969 | $728K |
| Milestone Asset Management, LLC | 0.14% | Add +8.1% | 8,966 | $728K |
| Regimen Wealth, LLC | 0.21% | Reduce -1.0% | 8,958 | $727K |
| XML Financial, LLC | 0.06% | Add +19.6% | 8,947 | $726K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +4.7% | 8,652 | $725K |
| Vanguard Capital Wealth Advisors | 0.58% | Reduce -65.3% | 8,918 | $724K |
| Evolution Wealth Advisors, LLC | 0.07% | Add +0.0% | 8,877 | $721K |
| PUREfi Wealth, LLC | 0.55% | Add +1.6% | 8,861 | $719K |
| HBK Sorce Advisory LLC | 0.02% | Add +6.3% | 7,714 | $719K |
| GeoWealth Management, LLC | 0.03% | Reduce -63.0% | 8,854 | $719K |
| Three Cord True Wealth Management, LLC | 0.42% | No change | 8,843 | $718K |
| StoneX Group Inc. | 0.03% | Add +23.8% | 8,733 | $716K |
| Beese Fulmer Investment Management, Inc. | 0.05% | Reduce -4.8% | 8,772 | $712K |
| White Knight Strategic Wealth Advisors, LLC | 0.52% | Add +45.2% | 8,769 | $712K |
| Catawba River Capital | 0.32% | Reduce -4.5% | 8,748 | $710K |
| Atlantic Union Bankshares Corp | 0.01% | Add +11.9% | 8,669 | $704K |
| Greenleaf Trust | 0.01% | Reduce -3.0% | 8,636 | $701K |
| Disciplined Investors, L.L.C. | 0.46% | Add +5.1% | 8,600 | $698K |
| Sound Income Strategies, LLC | 0.03% | Add +29.6% | 8,066 | $696K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -1.4% | 8,566 | $695K |
| Flagstar Securities, Inc. | 0.23% | Reduce -43.9% | 8,563 | $695K |
| Integrated Investment Consultants, LLC | 0.14% | Reduce -46.2% | 8,522 | $692K |
| First Nebraska Trust Co | 0.06% | No change | 8,500 | $690K |
| United Asset Strategies, Inc. | 0.05% | Reduce -40.1% | 8,497 | $690K |
| Berkeley Capital Partners, LLC | 0.16% | Reduce -4.6% | 8,475 | $688K |
| Capital Planning Advisors, LLC | 0.09% | No change | 8,464 | $687K |
| Boston Family Office LLC | 0.04% | Reduce -32.2% | 8,421 | $684K |
| Winch Advisory Services, LLC | 0.15% | Reduce -8.9% | 8,375 | $680K |
| Petersen Hastings Wealth Advisors Inc. | 0.07% | — | 8,364 | $679K |
| Endowment Wealth Management, Inc. | 0.31% | Reduce -6.2% | 8,344 | $677K |
| Compass Ion Advisors, LLC | 0.06% | Add +0.2% | 8,294 | $673K |
| Farmers Trust Co. | 0.11% | Reduce -0.5% | 8,278 | $672K |
| FSM Wealth Advisors, LLC | 0.09% | Add +0.8% | 8,256 | $670K |
| Viewpoint Capital Management LLC | 0.29% | Add +1.9% | 8,244 | $669K |
| Pallas Capital Advisors LLC | 0.02% | Add +69.3% | 8,214 | $667K |
| Aspire Private Capital, LLC | 0.15% | Reduce -8.3% | 8,189 | $665K |
| Thompson David Blair | 0.38% | — | 8,184 | $664K |
| Capital Squared Financial LLC | 0.52% | Reduce -5.8% | 8,181 | $664K |
| SVB Wealth LLC | 0.04% | Add +3.2% | 8,152 | $662K |
| COFG Advisors, LLC | 0.16% | — | 8,149 | $661K |
| McAlvany Wealth Management LLC | 0.50% | — | 8,092 | $657K |
| Sterling Investment Advisors LLC | 0.32% | Reduce -19.2% | 8,071 | $655K |
| Austin Private Wealth, LLC | 0.05% | Reduce -7.9% | 8,065 | $655K |
| Smartleaf Asset Management LLC | 0.02% | Add +112.6% | 8,005 | $654K |
| Atlas Wealth Partners, LLC | 0.72% | Add +24.9% | 8,045 | $653K |
| Amundi | 0.00% | New | 8,000 | $649K |
| Lakeridge Wealth Management LLC | 0.29% | Add +0.3% | 7,994 | $649K |
| Birchwood Financial Partners, Inc. | 0.64% | — | 7,982 | $648K |
| Quantify Chaos Advisors, LLC | 1.96% | — | 7,976 | $647K |
| Strategic Wealth Advisors LLC | 0.55% | — | 7,978 | $647K |
| Contango Wealth Management LLC | 0.72% | — | 7,961 | $646K |
| 17 Capital Partners, LLC | 0.34% | New | 7,954 | $646K |
| Entelevest, LLC | 0.67% | — | 7,907 | $642K |
| Index Technologies Group LLC | 0.67% | — | 7,845 | $637K |
| Stegent Equity Advisors, Inc. | 0.50% | No change | 7,832 | $636K |
| Absolute Capital Management, LLC | 0.23% | Add +9.8% | 7,829 | $636K |
| Cynosure Group, LLC | 0.06% | Reduce -0.7% | 7,814 | $634K |
| Whalerock Point Partners, LLC | 0.12% | No change | 7,811 | $634K |
| Ingalls & Snyder LLC | 0.02% | Reduce -6.0% | 7,793 | $633K |
| Tacita Capital Inc | 0.37% | No change | 7,777 | $631K |
| Meritage Portfolio Management | 0.04% | No change | 7,760 | $630K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Add +1.1% | 7,735 | $628K |
| Clearbridge Investments, LLC | 0.00% | No change | 7,701 | $625K |
| Visionary Wealth Advisors | 0.03% | Reduce -3.2% | 7,662 | $622K |
| Capital Asset Managemnet, LLC | 0.69% | — | 7,402 | $619K |
| Fortune Financial Group, Inc. | 0.61% | — | 7,393 | $618K |
| Compass Financial Group, Inc. (Ohio) | 0.45% | — | 7,610 | $618K |
| Dynamic Financial Group | 0.53% | Reduce -3.4% | 7,602 | $617K |
| TCW Group Inc. | 0.00% | New | 7,595 | $616K |
| WBH Advisory Inc. | 0.05% | Reduce -4.8% | 7,546 | $613K |
| Financial Partners Group, Inc | 0.07% | Add +80.9% | 6,713 | $612K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Add +40.0% | 7,531 | $611K |
| SageView Advisory Group, LLC | 0.02% | Reduce -2.0% | 7,515 | $610K |
| WASHINGTON TRUST Co | 0.02% | No change | 7,510 | $610K |
| Arrien Investments, Inc. | 0.34% | No change | 7,500 | $609K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Add +0.2% | 7,455 | $605K |
| HUB Investment Partners, LLC | 0.02% | Reduce -28.8% | 7,455 | $605K |
| Schrum Private Wealth Management LLC | 0.45% | Add +3.2% | 7,450 | $605K |
| Durante & Waters, LLC | 0.42% | Add +2.5% | 7,380 | $599K |
| Koa Wealth Management, LLC | 0.41% | Add +3.8% | 7,330 | $595K |
| Garrison Point Advisors, LLC | 0.26% | Add +142.7% | 7,305 | $593K |
| WealthCollab, LLC | 0.24% | Add +5.3% | 7,282 | $591K |
| Journey Advisory Group, LLC | 0.05% | Reduce -2.7% | 7,276 | $591K |
| DGS Capital Management, LLC | 0.10% | Reduce -0.3% | 7,251 | $589K |
| Trust Co. of Vermont | 0.02% | Add +76.9% | 7,243 | $588K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -3.0% | 7,231 | $587K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -16.6% | 7,202 | $585K |
| First City Capital Management, Inc. | 0.31% | Reduce -0.7% | 7,193 | $584K |
| Integral Investment Advisors, Inc. | 0.14% | No change | 7,192 | $584K |
| Panoramic Investment Advisors, LLC | 0.32% | Add +2.2% | 7,184 | $583K |
| IFC & Insurance Marketing, Inc. | 0.58% | — | 7,178 | $583K |
| Busey Bank | 0.02% | Add +124.3% | 7,176 | $582K |
| Professional Advisory Services Inc. | 0.07% | Reduce -4.5% | 7,173 | $582K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -2.6% | 7,169 | $582K |
| Solidarity Wealth, LLC | 0.12% | No change | 7,087 | $575K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -5.0% | 7,067 | $574K |
| Great Diamond Partners, LLC | 0.11% | Reduce -11.6% | 7,047 | $572K |
| Lantern Wealth Advisors, LLC | 0.30% | Reduce -2.9% | 7,046 | $572K |
| CGN Advisors LLC | 0.05% | Add +7.3% | 7,037 | $571K |
| Two West Capital Advisors LLC | 0.33% | Add +1.9% | 7,035 | $571K |
| IKE Capital, LLC | 0.49% | — | 7,000 | $568K |
| Pullen Investment Management, LLC | 0.30% | Add +9.6% | 6,992 | $568K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +0.7% | 6,983 | $567K |
| Nemes Rush Group LLC | 0.05% | Add +1.9% | 6,982 | $567K |
| Spinnaker Investment Group, LLC | 0.10% | Add +3.4% | 6,941 | $563K |
| SB Capital Management Inc | 0.21% | — | 6,920 | $562K |
| Indiana Trust & Investment Management Co | 0.16% | No change | 6,885 | $559K |
| Cambridge Advisors Inc. | 0.11% | Reduce -0.1% | 6,883 | $559K |
| MRP Capital Investments, LLC | 0.47% | Add +25.0% | 6,875 | $558K |
| Armstrong, Fleming & Moore, Inc | 0.26% | Add +0.1% | 6,830 | $554K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -7.9% | 6,828 | $554K |
| Summit Global Investments | 0.03% | Add +0.3% | 6,829 | $554K |
| CRA Financial Services, LLC | 0.07% | Add +7.3% | 6,794 | $551K |
| Sandy Cove Advisors, LLC | 0.16% | No change | 6,757 | $548K |
| Signature Wealth Management Group | 0.22% | No change | 6,743 | $547K |
| Facet Wealth, Inc. | 0.01% | Add +69.5% | 5,385 | $545K |
| Calton & Associates, Inc. | 0.08% | Add +12.4% | 6,706 | $544K |
| Strategy Asset Managers LLC | 0.09% | Add +74.4% | 6,686 | $543K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 6,669 | $541K |
| Wynn Capital, LLC | 0.26% | No change | 6,646 | $539K |
| Aries Wealth Management | 0.12% | Reduce -11.1% | 6,635 | $539K |
| West Branch Capital LLC | 0.14% | No change | 6,630 | $538K |
| KW Wealth Management LLC | 0.81% | Add +5.4% | 6,614 | $537K |
| Leigh Baldwin & Co., LLC | 0.35% | New | 6,605 | $536K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.28% | — | 6,599 | $536K |
| Clear Investment Research, LLC | 0.89% | Add +11.1% | 6,572 | $533K |
| Cooper/Haims Advisors, LLC | 0.24% | No change | 6,548 | $532K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 6,500 | $528K |
| Schnieders Capital Management, Llc. | 0.08% | New | 6,492 | $527K |
| Magnus Financial Group LLC | 0.04% | Add +0.5% | 6,485 | $526K |
| BLB&B Advisors, LLC | 0.02% | Add +10.3% | 6,479 | $526K |
| BostonPremier Wealth LLC | 0.27% | Add +59.8% | 6,470 | $525K |
| Pitcairn Wealth Advisors LLC | 0.05% | — | 6,465 | $525K |
| REAP Financial Group, LLC | 0.11% | Add +11864.8% | 6,461 | $524K |
| Copia Wealth Management | 0.37% | Add +1.3% | 6,450 | $524K |
| Orcam Financial Group | 0.39% | Reduce -11.4% | 6,437 | $522K |
| Summit Wealth Partners, LLC | 0.10% | Add +20.4% | 6,415 | $521K |
| Chesley Taft & Associates LLC | 0.02% | New | 6,406 | $520K |
| SmartHarvest Portfolios, LLC | 0.18% | — | 6,356 | $516K |
| Howard Financial Services, LTD. | 0.06% | Reduce -0.1% | 6,352 | $516K |
| Bourgeon Capital Management LLC | 0.09% | No change | 6,346 | $515K |
| Accredited Investors Inc. | 0.03% | Add +13.5% | 6,334 | $514K |
| Richmond Investment Services, LLC | 0.09% | Add +10.9% | 6,329 | $514K |
| Genesis Wealth Advisors, LLC | 0.35% | No change | 6,326 | $513K |
| CX Institutional | 0.02% | Reduce -6.6% | 6,323 | $513K |
| Klingman & Associates, LLC | 0.02% | Reduce -2.9% | 6,313 | $512K |
| Retirement Management Systems Inc. | 0.13% | — | 6,312 | $512K |
| Avantra Family Wealth, Inc. | 0.37% | Reduce -0.3% | 6,301 | $511K |
| Baker Boyer National Bank | 0.15% | Add +6.8% | 6,293 | $511K |
| LRI Investments, LLC | 0.04% | Reduce -3.9% | 6,290 | $511K |
| Twin Lakes Capital Management, LLC | 0.23% | Reduce -7.9% | 6,289 | $510K |
| Quadrant Private Wealth Management, LLC | 0.08% | Reduce -9.5% | 6,253 | $508K |
| Sankala Group LLC | 0.41% | — | 5,123 | $508K |
| TCP Asset Management, LLC | 0.09% | Add +0.0% | 6,232 | $506K |
| City Center Advisors, LLC | 0.46% | Add +16.2% | 6,208 | $504K |
| Pacific Excel Wealth Advisors, Inc. | 0.95% | — | 6,113 | $504K |
| Squarepoint Ops LLC | 0.00% | Add +0.9% | 6,201 | $503K |
| Reliant Wealth Planning | 0.16% | No change | 6,198 | $503K |
| Van Eck Associates Corp. | 0.00% | No change | 6,194 | $503K |
| Harbor Investment Advisory, LLC | 0.04% | Add +0.1% | 6,191 | $502K |
| Broadway Wealth Solutions, Inc. | 0.27% | Reduce -6.4% | 6,186 | $502K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +73.5% | 6,165 | $500K |
| Sound Stewardship, LLC | 0.24% | No change | 6,150 | $499K |
| Heritage Financial Services, LLC | 0.04% | Reduce -44.5% | 6,146 | $499K |
| Brooks, Moore & Associates, Inc. | 0.24% | Add +2.1% | 6,076 | $493K |
| Daymark Wealth Partners, LLC | 0.02% | Add +14.8% | 6,071 | $493K |
| Integrity Investment Advisors, LLC | 0.27% | New | 6,068 | $493K |
| Future Financial Wealth Managment LLC | 0.33% | No change | 5,500 | $493K |
| Clay Northam Wealth Management, LLC | 0.27% | Reduce -0.0% | 6,063 | $492K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | Add +1.2% | 6,048 | $491K |
| American Asset Management Inc. | 0.42% | Add +34.9% | 6,035 | $490K |
| Woodward Diversified Capital, LLC | 0.22% | Reduce -25.3% | 6,026 | $489K |
| Investment Advisory Group, LLC | 0.13% | Add +15.8% | 6,011 | $488K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +40.1% | 5,998 | $487K |
| WESPAC Advisors SoCal, LLC | 0.10% | Reduce -3.0% | 5,997 | $487K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -99.0% | 5,943 | $482K |
| 4WEALTH Advisors, Inc. | 0.42% | Reduce -32.4% | 5,943 | $482K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +14.5% | 5,930 | $481K |
| Certified Advisory Corp | 0.04% | No change | 5,927 | $481K |
| Williams & Novak, LLC | 0.36% | Reduce -17.5% | 5,924 | $481K |
| Elm Partners Management LLC | 0.02% | Add +37.1% | 5,914 | $480K |
| Private Advisory Group LLC | 0.04% | Add +4.1% | 5,900 | $479K |
| BTG Pactual Asset Management US LLC | 0.05% | New | 7,670 | $478K |
| Quintet Private Bank (Europe) S.A. | 0.03% | No change | 5,885 | $478K |
| Foundation Wealth Management, LLC | 0.33% | Reduce -0.0% | 5,876 | $477K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -44.9% | 5,858 | $475K |
| Pachira Investments Inc. | 0.23% | New | 5,838 | $474K |
| Continuum Wealth Advisors, LLC | 0.18% | Reduce -0.3% | 5,801 | $471K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.3% | 5,785 | $470K |
| Sanders Morris Harris LLC | 0.73% | No change | 5,498 | $469K |
| Tactive Advisors, LLC | 0.14% | Reduce -3.1% | 5,767 | $468K |
| Earned Wealth Advisors, LLC | 0.03% | Add +40.2% | 5,766 | $468K |
| DDD Partners, LLC | 0.03% | No change | 5,765 | $468K |
| Quattro Financial Advisors LLC | 0.14% | No change | 5,707 | $463K |
| Lazard Asset Management LLC | 0.00% | New | 5,702 | $463K |
| Midwest Financial Group LLC | 0.20% | Reduce -2.6% | 5,689 | $462K |
| Mach-1 Financial Group, LLC | 0.09% | New | 5,681 | $461K |
| Pillar Financial Advisors, LLC | 0.28% | No change | 5,670 | $460K |
| Presidio Capital Management, LLC | 0.14% | Add +62.3% | 5,651 | $459K |
| Crumly & Associates Inc. | 0.10% | No change | 5,640 | $458K |
| Wellington-Altus USA Inc. | 0.34% | — | 5,597 | $454K |
| Fulton Bank, N.A. | 0.02% | No change | 5,595 | $454K |
| Tortoise Investment Management, LLC | 0.04% | Add +1.8% | 5,593 | $454K |
| Advisors Capital Management, LLC | 0.01% | New | 5,592 | $454K |
| Empirical Asset Management, LLC | 0.13% | Reduce -5.0% | 5,577 | $453K |
| Cary Street Partners Investment Advisory LLC | 0.12% | Add +50.8% | 5,572 | $452K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +2.1% | 5,567 | $452K |
| Rossmore Private Capital | 0.04% | New | 5,540 | $450K |
| Quotient Wealth Partners, LLC | 0.01% | Add +6.0% | 5,517 | $448K |
| DBK Financial Counsel, LLC | 0.34% | Reduce -9.3% | 5,517 | $448K |
| Naples Global Advisors, LLC | 0.03% | Add +31.7% | 5,463 | $443K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Add +0.1% | 5,461 | $443K |
| Semus Wealth Partners LLC | 0.24% | Reduce -1.9% | 5,456 | $443K |
| Barnes Dennig Private Wealth Management LLC | 0.44% | Add +25.1% | 5,411 | $439K |
| Aspen Investment Management Inc | 0.13% | New | 5,408 | $439K |
| Alliance Private Wealth, LLC | 0.15% | — | 4,708 | $438K |
| Prentiss Smith & Co. Inc. | 0.26% | No change | 5,391 | $438K |
| Advisor OS, LLC | 0.04% | Reduce -4.7% | 5,381 | $437K |
| Blalock Williams, LLC | 0.35% | Add +17.3% | 5,380 | $437K |
| Asset Dedication, LLC | 0.03% | No change | 5,363 | $435K |
| Potomac Fund Management Inc. | 0.02% | Reduce -18.6% | 5,352 | $434K |
| Christensen, King & Associates Investment Services, Inc. | 0.18% | Reduce -2.9% | 5,337 | $433K |
| Manchester Capital Management LLC | 0.06% | Reduce -25.8% | 5,325 | $432K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -1.3% | 5,309 | $431K |
| Fortitude Family Office, LLC | 0.10% | Reduce -15.4% | 5,303 | $430K |
| One Charles Private Wealth Services, LLC | 0.11% | No change | 5,269 | $428K |
| Rare Wolf Capital LLC | 0.27% | — | 5,260 | $427K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +6.6% | 5,260 | $427K |
| Rosenberg Matthew Hamilton | 0.09% | No change | 5,250 | $426K |
| Fiduciary Family Office, LLC | 0.12% | No change | 5,249 | $426K |
| Atwater Malick LLC | 0.12% | Add +21.5% | 5,232 | $425K |
| Founders Financial Securities LLC | 0.03% | Reduce -5.6% | 5,221 | $424K |
| Vision Retirement, LLC | 0.11% | — | 5,209 | $423K |
| Mechanics Financial Corp | 0.16% | Add +5.4% | 5,204 | $422K |
| HHM Wealth Advisors, LLC | 0.05% | Add +0.6% | 5,195 | $422K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -19.4% | 5,187 | $421K |
| Sincerus Advisory, LLC | 0.34% | No change | 5,184 | $421K |
| Patten Group, Inc. | 0.08% | Reduce -32.9% | 5,175 | $420K |
| Envision Financial Planning, LLC | 0.16% | Add +11.4% | 5,161 | $419K |
| Lesa Sroufe & Co | 0.31% | No change | 5,142 | $417K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 5,131 | $416K |
| Foster Group, Inc. | 0.01% | Add +2.4% | 5,126 | $416K |
| Nolet Wealth Management, LLC | 0.23% | — | 5,117 | $415K |
| Compton Wealth Advisory Group, LLC | 0.09% | Add +6.0% | 5,102 | $414K |
| Kestra Investment Management, LLC | 0.01% | Add +2.0% | 5,097 | $414K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 8,275 | $411K |
| Helium Advisors LLC | 0.41% | Reduce -49.3% | 5,045 | $410K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 5,035 | $409K |
| Maripau Wealth Management LLC | 0.19% | Reduce -8.4% | 4,996 | $406K |
| Union Bancaire Privee, UBP SA | 0.00% | New | 6,675 | $405K |
| Stone Summit Wealth LLC | 0.11% | Reduce -4.6% | 4,981 | $404K |
| Norden Group LLC | 0.04% | Reduce -5.5% | 4,975 | $404K |
| Andina Capital Management, LLC | 0.24% | Reduce -0.9% | 4,972 | $404K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -0.8% | 4,435 | $403K |
| Theory Financial LLC | 0.14% | Add +1.4% | 4,234 | $403K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +102.1% | 4,931 | $400K |
| BlueChip Wealth Advisors LLC | 0.17% | Reduce -6.7% | 4,925 | $400K |
| Dagco, Inc. | 0.09% | No change | 4,925 | $400K |
| Indivisible Partners | 0.04% | — | 4,915 | $399K |
| Tempo Wealth, LLC | 0.07% | — | 4,908 | $398K |
| Ssa Swiss Advisors AG | 0.18% | Reduce -8.9% | 4,889 | $397K |
| Genesis Private Wealth, LLC | 0.12% | Reduce -1.7% | 4,852 | $394K |
| Gen-Wealth Partners Inc | 0.13% | Add +20.7% | 4,844 | $393K |
| Rinkey Investments | 0.10% | Reduce -17.7% | 4,835 | $392K |
| Fortis Capital Management LLC | 0.05% | Reduce -3.7% | 4,828 | $392K |
| Ethos Financial Group, LLC | 0.03% | No change | 4,819 | $391K |
| Winthrop Advisory Group LLC | 0.03% | New | 4,817 | $391K |
| West Paces Advisors Inc. | 0.08% | No change | 4,815 | $391K |
| Vantus Wealth LLC | 0.29% | — | 4,813 | $391K |
| Pinkerton Wealth, LLC | 0.04% | Reduce -3.0% | 4,801 | $390K |
| Concorde Asset Management, LLC | 0.15% | Add +22.2% | 4,771 | $387K |
| Lavelle Capital LP | 0.24% | — | 4,751 | $386K |
| Pure Financial Advisors, LLC | 0.01% | Add +26.4% | 4,742 | $385K |
| Warren Street Wealth Advisors, LLC | 0.11% | No change | 4,727 | $384K |
| Secure Asset Management, LLC | 0.06% | Add +1.1% | 4,722 | $383K |
| MKD Wealth Coaches, LLC | 0.38% | Add +1.3% | 4,654 | $378K |
| Hillcrest Wealth Advisors - NY, LLC | 0.16% | No change | 4,650 | $377K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -5.8% | 4,650 | $377K |
| Planning Alternatives Ltd. | 0.05% | New | 4,639 | $377K |
| BCS Private Wealth Management, Inc. | 0.13% | New | 4,636 | $376K |
| Fiduciary Alliance LLC | 0.02% | Reduce -1.6% | 4,574 | $371K |
| Gould Capital, LLC | 0.23% | No change | 4,569 | $371K |
| Meridian Wealth Partners, LLC | 0.05% | Add +0.9% | 4,554 | $370K |
| 3EDGE Asset Management, LP | 0.02% | Reduce -0.8% | 4,542 | $369K |
| Chapin Davis, Inc. | 0.09% | No change | 4,525 | $367K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -0.2% | 4,515 | $366K |
| Valicenti Advisory Services Inc. | 0.08% | No change | 4,505 | $366K |
| Westview Management dba Westview Investment Advisors | 0.17% | — | 4,500 | $365K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Reduce -8.8% | 4,494 | $365K |
| Calamos Wealth Management LLC | 0.01% | Add +44.1% | 4,486 | $364K |
| Fulcrum Equity Management | 0.35% | New | 4,466 | $363K |
| Itau Unibanco Holding S.A. | 0.01% | Reduce -30.0% | 4,464 | $362K |
| Atlas Brown,Inc. | 0.11% | New | 4,462 | $362K |
| Cape Investment Advisory, Inc. | 0.11% | Add +66.6% | 4,441 | $360K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -10.6% | 4,422 | $359K |
| Battery Global Advisors, LLC | 0.17% | Reduce -99.5% | 524 | $359K |
| Franklin Street Advisors Inc. | 0.02% | Add +51.4% | 4,420 | $359K |
| Financial Futures Ltd Liability Co. | 0.17% | New | 4,416 | $358K |
| NDVR, Inc. | 0.30% | No change | 4,408 | $358K |
| Bragg Financial Advisors, Inc | 0.01% | Add +8.4% | 4,402 | $357K |
| Alteri Wealth LLC | 0.12% | No change | 4,375 | $355K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -7.7% | 2,791 | $354K |
| Joseph P. Lucia & Associates, LLC | 0.13% | Add +27.1% | 4,359 | $354K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -26.4% | 4,347 | $353K |
| High Point Wealth Management, LLC | 0.34% | — | 4,345 | $353K |
| Smith & Howard Wealth Management, LLC | 0.08% | Reduce -8.6% | 4,342 | $352K |
| Code Waechter LLC | 0.23% | Reduce -1.9% | 4,339 | $352K |
| Atlas Capital Advisors Inc. | 0.04% | — | 4,330 | $351K |
| Krilogy Financial LLC | 0.01% | Reduce -1.8% | 3,675 | $350K |
| Sfm, LLC | 0.20% | Reduce -2.5% | 4,309 | $350K |
| Financial Security Advisor, Inc. | 0.07% | New | 4,300 | $349K |
| Liberty Square Wealth Partners LLC | 0.10% | Reduce -3.3% | 4,290 | $348K |
| True Freedom Investing, LLC | 0.02% | New | 4,279 | $347K |
| Golden Reserve Retirement LLC | 0.06% | New | 4,274 | $347K |
| Briggs Wealth Management, Inc | 0.37% | — | 4,244 | $344K |
| Tred Avon Family Wealth, LLC | 0.11% | Reduce -1.4% | 4,240 | $344K |
| Geneva Partners, LLC | 0.12% | New | 4,237 | $344K |
| Hurlow Wealth Management Group, Inc. | 0.08% | New | 4,237 | $344K |
| International Private Wealth Advisors LLC | 0.22% | Add +16.2% | 4,236 | $344K |
| BCM Advisors, LLC | 0.07% | No change | 3,660 | $343K |
| Prosperity Consulting Group, LLC | 0.02% | Add +17.9% | 4,224 | $343K |
| Mid-American Wealth Advisory Group, Inc. | 0.14% | Reduce -1.9% | 4,215 | $342K |
| BAM Wealth Management, LLC | 0.25% | Reduce -7.0% | 4,209 | $342K |
| Regent Peak Wealth Advisors LLC | 0.07% | New | 4,199 | $341K |
| Dopkins Wealth Management, LLC | 0.14% | Reduce -6.7% | 4,186 | $340K |
| Pin Oak Investment Advisors Inc. | 0.24% | Reduce -21.6% | 3,636 | $339K |
| Wealth Dimensions Group, Ltd. | 0.07% | Add +6.0% | 4,150 | $337K |
| TrustBank | 0.14% | — | 4,133 | $335K |
| VestGen Investment Management | 0.19% | Reduce -8.6% | 4,124 | $335K |
| New Hampshire Trust | 0.07% | No change | 4,115 | $334K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +13.8% | 4,099 | $333K |
| Hyposwiss Advisors SA | 0.33% | — | 4,090 | $332K |
| Parsons Capital Management Inc. | 0.02% | Reduce -0.9% | 4,065 | $330K |
| Focused Wealth Management, Inc | 0.04% | Add +3.4% | 4,063 | $330K |
| Saxon Interests, Inc. | 0.12% | No change | 4,056 | $329K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.1% | 4,053 | $329K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -6.3% | 4,026 | $327K |
| Excalibur Management Corp. | 0.12% | New | 4,000 | $325K |
| Rockland Trust Co. | 0.01% | Add +25.2% | 3,974 | $323K |
| KG Capital Management | 0.08% | No change | 3,972 | $322K |
| Wealth Architects, LLC | 0.03% | New | 3,963 | $322K |
| West Bancorporation Inc. | 0.17% | No change | 3,961 | $322K |
| E&G Advisors, LLC | 0.07% | Reduce -27.5% | 3,955 | $321K |
| Stirlingshire Investments, Inc. | 0.28% | — | 3,942 | $320K |
| Fiduciary Group, LLC | 0.03% | No change | 3,935 | $319K |
| One Day In July LLC | 0.03% | Add +4.0% | 3,913 | $318K |
| BTC Capital Management, Inc. | 0.02% | No change | 3,900 | $317K |
| TFB Advisors LLC | 0.09% | Reduce -6.2% | 3,900 | $317K |
| Foster & Motley Inc. | 0.02% | Add +9.0% | 3,887 | $316K |
| LFA - Lugano Financial Advisors SA | 0.16% | Add +5.7% | 3,893 | $316K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 3,878 | $315K |
| Centric Wealth Management | 0.07% | No change | 3,577 | $313K |
| Sei Investments Co. | 0.00% | New | 3,852 | $313K |
| Caliber Wealth Management, LLC / KS | 0.03% | Add +36.5% | 3,851 | $313K |
| Harrington Investments, INC | 0.16% | No change | 3,843 | $312K |
| Gilliland Jeter Wealth Management LLC | 0.09% | Add +27.7% | 3,839 | $312K |
| M. Kulyk & Associates, LLC | 0.06% | No change | 3,836 | $311K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 3,834 | $311K |
| Zacks Investment Management | 0.00% | Add +14.6% | 3,833 | $311K |
| Allen Capital Group, LLC | 0.03% | Reduce -0.6% | 3,829 | $311K |
| Main Street Group, LTD | 0.11% | No change | 3,824 | $310K |
| Revolve Wealth Partners, LLC | 0.04% | No change | 3,810 | $309K |
| Commons Capital, LLC | 0.22% | New | 3,807 | $309K |
| WealthPLAN Partners, LLC | 0.05% | Add +9.4% | 3,796 | $308K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -3.0% | 3,795 | $308K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.1% | 3,789 | $308K |
| Graney & King, LLC | 0.18% | No change | 3,783 | $307K |
| Genus Capital Management Inc. | 0.04% | No change | 3,780 | $307K |
| Insight 2811, Inc. | 0.13% | Reduce -2.3% | 3,755 | $305K |
| Avalon Trust Co | 0.02% | No change | 3,750 | $304K |
| Parallax Volatility Advisers, L.P. | 0.01% | No change | 3,750 | $304K |
| Cornerstone Planning, LLC | 0.07% | — | 3,748 | $304K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | Reduce -47.3% | 3,722 | $302K |
| Diversified Enterprises, LLC | 0.02% | No change | 3,709 | $301K |
| D.B. Root & Company, LLC | 0.07% | No change | 3,707 | $301K |
| Coastwise Capital Group, LLC | 0.16% | New | 3,700 | $300K |
| Telos Capital Management, Inc. | 0.03% | Reduce -0.6% | 3,700 | $300K |
| Impact Capital Partners LLC | 0.09% | New | 3,687 | $299K |
| Oak Barrel Wealth Advisory LLC | 0.18% | — | 3,686 | $299K |
| Blue Capital, Inc. | 0.21% | New | 3,678 | $299K |
| Flagship Wealth Advisors, LLC | 0.09% | Add +6.1% | 3,668 | $298K |
| Unify Financial Advisors | 0.31% | — | 3,664 | $297K |
| Welch Group, LLC | 0.01% | New | 3,661 | $297K |
| Mystic Asset Management, Inc. | 0.07% | Add +0.4% | 3,646 | $296K |
| Colter Lewis Investment Partners LLC | 0.34% | — | 3,645 | $296K |
| Balboa Wealth Partners | 0.05% | New | 3,633 | $295K |
| Montecito Bank & Trust | 0.05% | Reduce -5.0% | 3,630 | $295K |
| Argyle Capital Partners, LLC | 0.22% | No change | 3,627 | $294K |
| Graetz Wealth LLC | 0.27% | — | 3,621 | $294K |
| Haverford Trust Co | 0.00% | Add +3.4% | 3,617 | $294K |
| Live Oak Private Wealth LLC | 0.04% | Reduce -4.2% | 3,616 | $294K |
| XY Planning Network, Inc. | 0.05% | New | 3,603 | $292K |
| Hardman Johnston Global Advisors LLC | 0.01% | No change | 3,600 | $292K |
| HCR Wealth Advisors | 0.03% | No change | 3,594 | $292K |
| Sfmg, LLC | 0.02% | New | 3,586 | $291K |
| WFA of San Diego, LLC | 0.21% | Add +5.8% | 3,581 | $291K |
| Tru Independence Asset Management 2, LLC | 0.18% | No change | 3,579 | $291K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Add +5.9% | 3,576 | $290K |
| Caldwell Sutter Capital, Inc. | 0.12% | No change | 3,565 | $289K |
| BOS Asset Management, LLC | 0.08% | Reduce -4.9% | 3,562 | $289K |
| Mairs & Power Inc. | 0.00% | No change | 3,525 | $286K |
| Ritholtz Wealth Management | 0.01% | Reduce -9.8% | 3,522 | $286K |
| Lyell Wealth Management, LP | 0.02% | No change | 3,517 | $285K |
| Dentgroup LLC | 0.20% | Reduce -10.1% | 3,509 | $285K |
| Integrity Wealth Solutions LLC | 0.11% | No change | 3,506 | $285K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 3,486 | $283K |
| Heritage Wealth Advisors | 0.01% | New | 3,485 | $283K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | No change | 3,484 | $283K |
| North Star Investment Management Corp. | 0.02% | Add +29.8% | 3,481 | $283K |
| Whelan Financial | 0.09% | Reduce -1.1% | 3,479 | $282K |
| Alpine Bank Wealth Management | 0.04% | No change | 3,461 | $281K |
| Zuckerman Investment Group, LLC | 0.03% | No change | 3,457 | $281K |
| LongView Wealth Management | 0.07% | New | 3,239 | $280K |
| Smithfield Trust Co | 0.01% | Add +5.1% | 3,443 | $280K |
| Reyes Financial Architecture, Inc. | 0.17% | No change | 3,448 | $280K |
| James J. Burns & Company, LLC | 0.04% | Add +0.1% | 3,435 | $279K |
| Advantage Trust Co | 0.13% | Reduce -3.5% | 3,427 | $278K |
| Winthrop Capital Management, LLC | 0.06% | No change | 3,422 | $278K |
| Grant Street Asset Management, Inc. | 0.06% | Reduce -90.0% | 3,421 | $278K |
| Allegheny Financial Group | 0.04% | Reduce -10.6% | 3,420 | $278K |
| Alchemi Wealth, LLC | 0.15% | — | 3,405 | $276K |
| BDFS Capital LLC | 0.14% | — | 3,380 | $274K |
| Jeppson Wealth Management, LLC | 0.09% | No change | 3,370 | $274K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,370 | $274K |
| KFG Wealth Management, LLC | 0.04% | Reduce -0.9% | 3,367 | $273K |
| Alexander Labrunerie & Co., Inc. | 0.10% | Reduce -2.9% | 3,351 | $272K |
| Sard Wealth Management Group, LLC | 0.15% | No change | 3,334 | $271K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 3,329 | $270K |
| North Capital, Inc. | 0.23% | Add +61.1% | 3,324 | $270K |
| MJP Associates Inc. | 0.03% | No change | 3,307 | $268K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 3,264 | $265K |
| Compass Financial Group, INC | 0.04% | Add +1.4% | 3,252 | $264K |
| New Capital Management LP | 0.07% | No change | 3,250 | $264K |
| Hilltop Partners LLC | 0.07% | Reduce -0.3% | 3,237 | $263K |
| Peak Financial Management, Inc. | 0.07% | No change | 3,236 | $263K |
| Kings Path Partners LLC | 0.09% | No change | 3,233 | $262K |
| Colonial Trust Advisors | 0.02% | Add +13.9% | 3,229 | $262K |
| Asset Management Group, Inc. | 0.04% | No change | 3,225 | $262K |
| Ergawealth Advisors, Inc. | 0.12% | No change | 3,212 | $261K |
| Vance Wealth, LLC | 0.08% | Reduce -29.1% | 3,191 | $259K |
| Carrera Capital Advisors | 0.04% | No change | 3,174 | $258K |
| Unique Wealth Strategies, LLC | 0.10% | Reduce -0.8% | 3,173 | $258K |
| SMART Wealth LLC | 0.08% | New | 3,172 | $257K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 3,172 | $257K |
| Ledyard National Bank | 0.02% | Reduce -1.9% | 3,171 | $257K |
| LS Investment Advisors, LLC | 0.04% | New | 3,155 | $256K |
| Arbor Investment Advisors, LLC | 0.03% | Reduce -10.2% | 3,152 | $256K |
| Traynor Capital Management, Inc. | 0.01% | New | 3,149 | $256K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +2.1% | 3,140 | $255K |
| Oak Harvest Investment Services | 0.03% | New | 3,134 | $254K |
| Accelerate Investment Advisors LLC | 0.17% | Add +1.5% | 3,129 | $254K |
| Aegis Wealth Management, Inc. | 0.20% | — | 3,123 | $253K |
| First Eagle Investment Management, LLC | 0.00% | No change | 3,121 | $253K |
| Evernest Financial Advisors, LLC | 0.05% | Reduce -14.9% | 2,639 | $252K |
| Magnolia Private Wealth, LLC | 0.18% | New | 3,095 | $251K |
| Patron Partners, LLC | 0.11% | No change | 3,084 | $250K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | Reduce -34.6% | 3,074 | $250K |
| Kwmg, LLC | 0.02% | Add +1.6% | 3,064 | $249K |
| Acropolis Investment Management, LLC | 0.01% | New | 3,045 | $247K |
| WestHill Financial Advisors, Inc. | 0.05% | New | 3,044 | $247K |
| Weaver Consulting Group | 0.06% | Add +3.0% | 3,043 | $247K |
| Sulzberger Capital Advisors, Inc. | 0.25% | New | 3,031 | $246K |
| Cottage Street Advisors LLC | 0.10% | Reduce -14.5% | 3,031 | $246K |
| Pinnacle Family Advisors, LLC | 0.11% | No change | 3,026 | $246K |
| New England Professional Planning Group Inc. | 0.10% | New | 3,025 | $246K |
| Ellevest, Inc. | 0.03% | No change | 3,018 | $245K |
| Root Financial Partners, LLC | 0.01% | Add +44.4% | 3,012 | $244K |
| Cannell & Spears LLC | 0.00% | New | 3,010 | $244K |
| Rothschild Investment LLC | 0.01% | Add +3.4% | 3,008 | $244K |
| Yukon Wealth Management, Inc. | 0.14% | New | 2,626 | $244K |
| Burling Wealth Partners, LLC | 0.04% | No change | 3,006 | $244K |
| Arcus Capital Partners, LLC | 0.09% | No change | 3,002 | $244K |
| Asset Advisory Group, Inc. | 0.12% | — | 3,000 | $244K |
| Capital Advantage, Inc. | 0.03% | New | 2,993 | $243K |
| Financial Perspectives, Inc | 0.07% | Add +8.7% | 2,991 | $243K |
| Prospera Capital Management, LLC | 0.12% | No change | 2,981 | $242K |
| Alta Wealth Advisors LLC | 0.08% | New | 2,975 | $241K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 2,973 | $241K |
| LGT Financial Advisors LLC | 1.47% | Add +12.0% | 2,965 | $241K |
| Associated Banc-Corp | 0.01% | Add +7.7% | 2,964 | $241K |
| Trilogy Capital Inc. | 0.01% | Reduce -5.3% | 2,952 | $240K |
| Laffer Tengler Investments, Inc. | 0.04% | No change | 2,951 | $240K |
| Destiny Wealth Partners, LLC | 0.03% | New | 2,511 | $239K |
| Ruggiero Investments, Inc. | 0.21% | — | 2,928 | $238K |
| Clarkston Capital Partners, LLC | 0.01% | No change | 2,925 | $237K |
| Clark Capital Management Group, Inc. | 0.00% | New | 2,925 | $237K |
| Northwest Capital Management Inc | 1.03% | Reduce -68.0% | 2,924 | $237K |
| Fiscal Wisdom Wealth Management, LLC | 0.22% | New | 2,918 | $237K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | No change | 2,915 | $237K |
| Janus Henderson Group PLC | 0.00% | Reduce -61.5% | 2,915 | $237K |
| Attessa Capital LLC | 0.13% | Reduce -4.1% | 2,905 | $236K |
| Integrity Financial Corp | 0.12% | Add +3.8% | 2,904 | $236K |
| Hollencrest Capital Management | 0.01% | Add +2.3% | 2,900 | $235K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 2,881 | $234K |
| Sargent Investment Group, LLC | 0.03% | New | 2,874 | $233K |
| Vickerman Investment Advisors, Inc. | 0.05% | New | 2,873 | $233K |
| Howard Wealth Management, LLC | 0.10% | Add +2.1% | 2,872 | $233K |
| Awm Capital, LLC | 0.02% | No change | 2,868 | $233K |
| First Interstate Bank | 0.01% | Reduce -5.3% | 2,865 | $233K |
| LifeGoal Investments, LLC | 0.16% | New | 2,862 | $232K |
| Ashford Capital Management Inc. | 0.03% | No change | 2,850 | $231K |
| Element Wealth, LLC | 0.10% | Reduce -0.4% | 2,838 | $230K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -10.5% | 2,837 | $230K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 2,834 | $230K |
| G&S Capital LLC | 0.08% | No change | 2,830 | $230K |
| Virtue Capital Management, LLC | 0.04% | New | 2,812 | $229K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -5.5% | 2,821 | $229K |
| Lodestar Private Asset Management LLC | 0.02% | New | 2,818 | $229K |
| Foundation Wealth Management, LLC\PA | 0.08% | No change | 2,812 | $228K |
| Capital City Trust Co. | 0.05% | No change | 2,806 | $228K |
| Chicago Capital, LLC | 0.01% | No change | 2,806 | $228K |
| 1900 Wealth Management LLC | 0.01% | Reduce -9.7% | 2,803 | $228K |
| Sylvest Advisors, LLC | 0.12% | No change | 2,800 | $227K |
| Shepherd Street Advisors LLC | 0.22% | — | 2,792 | $227K |
| Wealth Analytics Partners, LLC | 0.09% | — | 2,783 | $226K |
| Fragasso Financial Advisors Inc | 0.01% | No change | 2,780 | $226K |
| Proathlete Wealth Management LLC | 0.06% | Add +25.1% | 2,773 | $225K |
| Certior Financial Group, LLC | 0.15% | Reduce -0.0% | 2,772 | $225K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 2,772 | $225K |
| Nicolet Advisory Services, LLC | 0.02% | New | 2,596 | $225K |
| Elevation Wealth Management LLC | 0.22% | — | 2,765 | $224K |
| Members Trust Co | 0.01% | Reduce -0.7% | 2,762 | $224K |
| Venture Visionary Partners LLC | 0.01% | Reduce -3.3% | 2,756 | $224K |
| Charles Schwab Trust Co | 0.01% | No change | 2,754 | $224K |
| Global Trust Asset Management, LLC | 0.09% | Reduce -28.1% | 2,750 | $223K |
| Willis Investment Counsel | 0.01% | No change | 2,750 | $223K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 2,750 | $223K |
| Market Street Wealth Management Advisors LLC | 0.03% | Reduce -13.3% | 2,743 | $223K |
| Miller Financial Services LLC | 0.26% | Reduce -1.4% | 2,727 | $221K |
| Aureus Asset Management, LLC | 0.01% | New | 2,725 | $221K |
| Jackson Wealth Management, LLC | 0.02% | Reduce -14.7% | 2,723 | $221K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -10.4% | 2,719 | $221K |
| Altfest L J & Co. Inc. | 0.02% | New | 2,709 | $220K |
| Raleigh Capital Management Inc. | 0.08% | Add +7.5% | 2,700 | $219K |
| Sensible Money, LLC | 0.07% | New | 2,667 | $216K |
| Acumen Wealth Advisors, LLC | 0.06% | — | 2,666 | $216K |
| Fca Corp. | 0.06% | New | 2,666 | $216K |
| Oregon Pacific Wealth Management, LLC | 0.22% | New | 2,645 | $215K |
| MorganRosel Wealth Management, LLC | 0.05% | New | 2,635 | $214K |
| Everstar Asset Management, LLC | 0.11% | New | 2,604 | $211K |
| Laraway Financial Advisors Inc | 0.14% | New | 2,600 | $211K |
| Barclays PLC | 0.00% | Reduce -88.0% | 2,598 | $211K |
| Peninsula Asset Management Inc. | 0.11% | New | 2,595 | $211K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | Reduce -42.7% | 2,594 | $211K |
| WJ Wealth Management, LLC | 0.09% | New | 2,590 | $210K |
| Flynn Zito Capital Management, LLC | 0.08% | New | 2,589 | $210K |
| Charter Oak Capital Management, LLC | 0.02% | New | 2,583 | $210K |
| Lee, Kelleher & Klein Wealth Management | 0.12% | New | 2,571 | $209K |
| Granite FO LLC | 0.11% | No change | 2,565 | $208K |
| OMNI 360 Wealth, Inc. | 0.11% | New | 2,384 | $208K |
| Argonautica Private Wealth Management, Inc. | 0.06% | New | 2,552 | $207K |
| Kooman & Associates | 0.06% | New | 2,551 | $207K |
| Gill Capital Partners, LLC | 0.06% | New | 2,549 | $207K |
| Richard Young Associates, Ltd. | 0.16% | — | 2,538 | $206K |
| First Pacific Financial | 0.03% | No change | 2,531 | $205K |
| First Citizens Bank & Trust Co. | 0.00% | New | 2,528 | $205K |
| Journey Beyond Wealth, LLC | 0.16% | New | 2,525 | $205K |
| Beacon Capital Management, LLC | 0.03% | New | 2,519 | $204K |
| SFI Advisors, LLC | 0.13% | Reduce -66.6% | 2,518 | $204K |
| Traveka Wealth, LLC | 0.08% | New | 2,518 | $204K |
| Destination Wealth Management | 0.01% | New | 2,517 | $204K |
| Fortis Capital Advisors, LLC | 0.03% | New | 2,502 | $203K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | New | 2,500 | $203K |
| Kelsey Financial, LLC | 0.17% | — | 2,500 | $203K |
| Centennial Bank | 0.08% | No change | 2,500 | $203K |
| Kintra Wealth, LLC | 0.03% | New | 2,499 | $203K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 2,493 | $202K |
| ARS Wealth Advisors Group, LLC | 0.02% | New | 2,482 | $201K |
| Raffa Wealth Management, LLC | 0.03% | No change | 2,476 | $201K |
| First National Bank Sioux Falls | 0.06% | Reduce -43.8% | 2,474 | $201K |
| Spirepoint Private Client, LLC | 0.02% | New | 2,464 | $200K |
| Advocate Investing Services LLC | 0.17% | — | 2,400 | $195K |
| Arcadia Investment Management Corp. | 0.03% | Add +2.0% | 2,328 | $189K |
| Glass Jacobson Investment Advisors llc | 0.07% | Reduce -4.1% | 2,304 | $187K |
| Boreal Capital Management LLC | 0.16% | Reduce -29.2% | 2,199 | $178K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +49.3% | 2,197 | $178K |
| Caldwell Trust Co | 0.02% | Reduce -13.8% | 2,179 | $177K |
| Greenline Wealth Management LLC | 0.18% | — | 2,162 | $176K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 2,145 | $174K |
| Centaurus Financial, Inc. | 0.01% | Add +7.0% | 2,131 | $173K |
| Union Savings Bank | 0.07% | — | 2,106 | $171K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | — | 2,096 | $170K |
| Legacy Bridge, LLC | 0.07% | No change | 2,079 | $169K |
| SJS Investment Consulting Inc. | 0.02% | Add +191.7% | 2,077 | $169K |
| GAMMA Investing LLC | 0.01% | Add +18.5% | 2,021 | $164K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 2,000 | $162K |
| Walleye Trading LLC | 0.00% | New | 1,954 | $159K |
| Bruce G. Allen Investments, LLC | 0.11% | Reduce -7.0% | 1,930 | $157K |
| Burkett Financial Services, LLC | 0.05% | No change | 1,920 | $156K |
| Horizons Wealth Management | 0.10% | Reduce -7.7% | 1,919 | $156K |
| Decker Retirement Planning Inc. | 0.08% | Add +4.6% | 1,907 | $155K |
| First United Bank & Trust | 0.05% | Reduce -11.2% | 1,902 | $154K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +29.1% | 1,863 | $151K |
| SHP Wealth Management | 0.01% | — | 1,820 | $148K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 1,812 | $147K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,782 | $145K |
| Nalls Sherbakoff Group, LLC | 0.10% | No change | 1,703 | $138K |
| Inlight Wealth Management, LLC | 0.05% | No change | 1,606 | $130K |
| KERR FINANCIAL PLANNING Corp | 0.17% | No change | 1,403 | $128K |
| Quest 10 Wealth Builders, Inc. | 0.11% | No change | 1,569 | $127K |
| CVA Family Office, LLC | 0.01% | No change | 1,565 | $127K |
| CNB Bank | 0.05% | No change | 1,525 | $124K |
| Bravera Wealth | 0.06% | — | 1,520 | $123K |
| N.E.W. Advisory Services LLC | 0.01% | Add +14.0% | 1,519 | $123K |
| Rakuten Securities, Inc. | 0.04% | Add +46.9% | 1,497 | $122K |
| Roble, Belko & Company, Inc | 0.02% | No change | 1,493 | $121K |
| Breakwater Investment Management | 0.04% | No change | 1,480 | $120K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.1% | 1,466 | $119K |
| South Plains Financial, Inc. | 0.07% | Reduce -16.0% | 1,373 | $111K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,362 | $111K |
| Crews Bank & Trust | 0.02% | Reduce -0.2% | 1,350 | $110K |
| Matrix Trust Co | 0.02% | Reduce -80.8% | 1,338 | $109K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -25.3% | 1,330 | $108K |
| Resources Management Corp. /CT/ | 0.01% | No change | 1,319 | $107K |
| NBT Bank, N.A. | 0.01% | No change | 1,318 | $107K |
| Planning Project LLC | 0.03% | — | 1,282 | $104K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Add +18.7% | 1,267 | $103K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,250 | $101K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 1,250 | $101K |
| Coston, McIsaac & Partners | 0.02% | Reduce -51.6% | 1,221 | $99K |
| Kingdom Financial Group LLC. | 0.03% | New | 1,200 | $97K |
| Operose Advisors LLC | 0.02% | Add +37.8% | 1,156 | $94K |
| Alexis Investment Partners, LLC | 0.03% | No change | 1,150 | $93K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,150 | $93K |
| Creative Financial Designs Inc. | 0.01% | Reduce -5.8% | 1,127 | $91K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,105 | $90K |
| Independence Bank of Kentucky | 0.01% | Reduce -19.2% | 1,104 | $90K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,099 | $89K |
| Optima Capital LLC | 0.04% | New | 1,098 | $89K |
| Tompkins Financial Corp. | 0.01% | Add +4.5% | 1,095 | $89K |
| Signature Resources Capital Management, LLC | 0.04% | Add +3.2% | 1,061 | $86K |
| Orion Capital Management LLC | 0.03% | Reduce -12.5% | 1,051 | $85K |
| First Community Trust NA | 0.06% | No change | 1,030 | $84K |
| Crewe Advisors LLC | 0.01% | Add +34.1% | 1,015 | $82K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,014 | $82K |
| Caitlin John, LLC | 0.05% | Reduce -11.9% | 1,009 | $82K |
| Barrett & Company, Inc. | 0.03% | Add +0.8% | 1,008 | $82K |
| Financial Management Professionals, Inc. | 0.01% | No change | 1,000 | $81K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $81K |
| Estate Planners Group, LLC | 0.03% | — | 989 | $80K |
| Basepoint Wealth LLC | 0.05% | New | 980 | $80K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -3.5% | 966 | $78K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 961 | $78K |
| NFSG Corp | 0.01% | No change | 940 | $76K |
| Sittner & Nelson, LLC | 0.03% | New | 816 | $76K |
| Bellevue Asset Management, LLC | 0.02% | No change | 931 | $76K |
| Blume Capital Management, Inc. | 0.01% | Reduce -9.8% | 920 | $75K |
| Quattro Advisors LLC | 0.06% | — | 906 | $74K |
| Missouri Trust & Investment Co | 0.02% | Reduce -10.0% | 900 | $73K |
| Center for Financial Planning, Inc. | 0.01% | Add +3.3% | 878 | $71K |
| Financial Freedom, LLC | 0.04% | No change | 875 | $71K |
| Avion Wealth | 0.01% | No change | 871 | $70K |
| Prosperity Bancshares Inc | 0.06% | — | 858 | $70K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +136.3% | 853 | $69K |
| Valued Wealth Advisors LLC | 0.03% | Reduce -0.6% | 835 | $68K |
| Wealth Preservation Advisors, LLC | 0.03% | No change | 828 | $67K |
| Private Wealth Management Group, LLC | 0.02% | No change | 825 | $67K |
| eCIO, Inc. | 0.03% | New | 801 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | Add +3.8% | 795 | $65K |
| Manning & Napier Advisors LLC | 0.00% | New | 791 | $64K |
| Pingora Partners LLC | 0.04% | No change | 784 | $64K |
| Princeton Global Asset Management LLC | 0.01% | No change | 766 | $62K |
| HM Payson & Co. | 0.00% | No change | 761 | $62K |
| Stephens Consulting, LLC | 0.02% | No change | 760 | $62K |
| Truvestments Capital LLC | 0.01% | Add +3.1% | 759 | $62K |
| DecisionPoint Financial, LLC | 0.01% | New | 753 | $61K |
| Addison Advisors LLC | 0.01% | New | 737 | $60K |
| Pacifica Partners Inc. | 0.03% | No change | 729 | $59K |
| Wilkerson Advisory Group LLC | 0.02% | — | 725 | $59K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 725 | $59K |
| First Financial Corp. | 0.02% | No change | 715 | $58K |
| Founders Capital Management | 0.03% | No change | 710 | $58K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 708 | $57K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 707 | $57K |
| Chesapeake Asset Management LLC | 0.05% | No change | 701 | $57K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -93.9% | 700 | $57K |
| Zions Bancorporation, National Association | 0.00% | No change | 695 | $56K |
| Archer Investment Corp | 0.01% | Reduce -87.4% | 673 | $55K |
| LM Advisors LLC | 0.21% | Reduce -92.0% | 4,339 | $53K |
| Costello Asset Management, INC | 0.02% | Add +223.0% | 646 | $52K |
| Ameriflex Group, Inc. | 0.03% | Add +106.6% | 624 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1306.1% | 6,496 | $50K |
| Dogwood Wealth Management LLC | 0.02% | No change | 599 | $49K |
| Cresta Advisors, Ltd. | 0.02% | New | 564 | $46K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 560 | $45K |
| Vestor Capital, LLC | 0.00% | Add +801.3% | 5,624 | $44K |
| Godsey & Gibb, Inc. | 0.00% | No change | 530 | $43K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 523 | $42K |
| MH & Associates Securities Management Corp. | 0.03% | — | 515 | $42K |
| MidFirst Bank | 0.00% | — | 515 | $42K |
| Accordant Advisory Group Inc | 0.03% | Reduce -50.0% | 500 | $41K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $41K |
| Triumph Capital Management | 0.01% | New | 480 | $39K |
| Dunhill Financial, LLC | 0.01% | Reduce -1.1% | 467 | $38K |
| BankPlus Trust Department | 0.01% | No change | 456 | $37K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 454 | $37K |
| Salomon & Ludwin, LLC | 0.00% | No change | 438 | $37K |
| Key Financial Inc | 0.01% | Reduce -35.0% | 451 | $37K |
| Hamrick Investment Counsel, llc | 0.03% | — | 450 | $37K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +4.7% | 449 | $36K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 446 | $36K |
| Mountain Hill Investment Partners Corp. | 0.02% | No change | 400 | $32K |
| MTM Investment Management, LLC | 0.01% | No change | 400 | $32K |
| SRH Advisors, LLC | 0.01% | No change | 400 | $32K |
| Key Capital Management, INC | 0.03% | — | 393 | $32K |
| Trust Co. of Toledo NA | 0.00% | No change | 384 | $31K |
| Dakota Community Bank & Trust NA | 0.10% | New | 375 | $30K |
| Old Second National Bank of Aurora | 0.01% | No change | 375 | $30K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 368 | $30K |
| Compass Financial Services Inc | 0.01% | No change | 359 | $29K |
| Motiv8 Investments LLC | 0.02% | New | 362 | $29K |
| Gables Capital Management Inc. | 0.01% | Add +173.1% | 355 | $29K |
| Front Row Advisors LLC | 0.01% | No change | 350 | $28K |
| Team Financial Group, LLC | 0.01% | Reduce -30.7% | 343 | $28K |
| Signature Equity Partners, LLC | 0.01% | — | 335 | $27K |
| Monetary Solutions, Ltd | 0.03% | — | 326 | $26K |
| Trust Co | 0.00% | No change | 326 | $26K |
| Rossby Financial, LCC | 0.01% | Add +75.7% | 325 | $26K |
| Innovative Advisory Group, LLC | 0.02% | No change | 314 | $25K |
| Tradewinds Capital Management, LLC | 0.01% | Add +3.0% | 313 | $25K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 312 | $25K |
| Chelsea Counsel Co. | 0.01% | No change | 309 | $25K |
| Evolution Wealth Management Inc. | 0.02% | No change | 308 | $25K |
| Intesa Sanpaolo Wealth Management | 0.01% | — | 300 | $24K |
| Meramec Financial Planners, LLC | 0.01% | — | 256 | $24K |
| Sunrise Financial Services, LLC | 0.02% | — | 291 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 290 | $24K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 287 | $23K |
| Ankerstar Wealth, LLC | 0.02% | — | 284 | $23K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -33.0% | 282 | $23K |
| Woodside Wealth Management LLC | 0.02% | No change | 276 | $22K |
| Kelleher Financial Advisors | 0.01% | No change | 275 | $22K |
| Fiduciary Advisors, Inc. | 0.02% | New | 256 | $21K |
| GoalVest Advisory LLC | 0.00% | No change | 250 | $20K |
| Bangor Savings Bank | 0.00% | No change | 247 | $20K |
| Valley National Advisers Inc. | 0.00% | Reduce -7.9% | 256 | $20K |
| Main Management LLC | 0.00% | No change | 250 | $20K |
| Millstone Evans Group, LLC | 0.01% | No change | 243 | $20K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 219 | $18K |
| Aventura Private Wealth, LLC | 0.01% | No change | 219 | $18K |
| POM Investment Strategies, LLC | 0.01% | New | 213 | $17K |
| Westside Investment Management, Inc. | 0.00% | Reduce -99.0% | 200 | $16K |
| Atwood & Palmer Inc. | 0.00% | No change | 200 | $16K |
| Delta Asset Management LLC | 0.00% | Reduce -2.6% | 190 | $15K |
| Concord Wealth Partners | 0.00% | No change | 186 | $15K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 178 | $14K |
| Hoey Investments, Inc. | 0.00% | No change | 175 | $14K |
| Hurley Capital, LLC | 0.01% | New | 169 | $14K |
| Osbon Capital Management LLC | 0.01% | — | 157 | $13K |
| Tucker Asset Management LLC | 0.00% | New | 155 | $13K |
| United Financial Planning Group LLC | 0.01% | Reduce -29.6% | 152 | $12K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 150 | $12K |
| Louisbourg Investments Inc. | 0.00% | Reduce -6.7% | 140 | $11K |
| Essential Partners LLC | 0.00% | New | 137 | $11K |
| Security National Bank | 0.00% | New | 136 | $11K |
| Sawyer & Company, Inc | 0.00% | New | 135 | $11K |
| TD Capital Management LLC | 0.00% | No change | 130 | $11K |
| Miller Capital Partners, Inc. | 0.01% | — | 125 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | New | 125 | $10K |
| Bare Financial Services, Inc | 0.00% | No change | 124 | $10K |
| Inspire Investing, LLC | 0.00% | New | 121 | $10K |
| Toth Financial Advisory Corp. | 0.00% | New | 108 | $9K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 108 | $9K |
| Ransom Advisory, Ltd | 0.00% | New | 99 | $8K |
| Kozak & Associates, Inc. | 0.00% | New | 91 | $8K |
| Fairman Group, LLC | 0.01% | New | 94 | $8K |
| Go Invest LLC | 0.00% | — | 91 | $7K |
| YANKCOM Partnership | 0.00% | New | 84 | $7K |
| Valley Wealth Managers, Inc. | 0.00% | New | 82 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 75 | $6K |
| Ares Financial Consulting, LLC | 0.01% | — | 71 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 70 | $6K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 63 | $5K |
| Chilton Capital Management LLC | 0.00% | No change | 67 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | — | 66 | $5K |
| Park Place Capital Corp | 0.00% | Reduce -90.0% | 63 | $5K |
| Strive Financial Group ,LLC | 0.00% | — | 57 | $5K |
| Olistico Wealth, LLC | 0.00% | New | 57 | $5K |
| Abound Wealth Management | 0.00% | Add +338.5% | 57 | $5K |
| Bullock Wealth Management Group | 0.00% | — | 55 | $4K |
| JDM Financial Group LLC | 0.00% | No change | 55 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 53 | $4K |
| Networth Advisors, LLC | 0.00% | — | 51 | $4K |
| CFG Wealth Management Services, Inc. | 0.00% | — | 50 | $4K |
| Fairway Wealth LLC | 0.00% | New | 48 | $4K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 43 | $3K |
| Robinswood Financial LLC | 0.00% | No change | 42 | $3K |
| ESL Trust Services, LLC | 0.00% | New | 41 | $3K |
| Creative Capital Management Investments LLC | 0.00% | No change | 40 | $3K |
| Hager Investment Management Services, LLC | 0.00% | No change | 38 | $3K |
| Chapman Financial Group, LLC | 0.00% | No change | 34 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 27 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -57.1% | 27 | $2K |
| Clark Wealth Partners | 0.00% | No change | 23 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | — | 22 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 20 | $2K |
| Alerus Financial NA | 0.00% | Add +8.3% | 13 | $1K |
| Solstein Capital, LLC | 0.00% | No change | 13 | $1K |
| Merrithew & Thorsten Inc | 0.00% | — | 20 | $1K |
| CKW Financial Group | 0.00% | No change | 9 | $1K |
| Roxbury Financial LLC | 0.00% | No change | 10 | $812 |
| Anchor Investment Management, LLC | 0.00% | No change | 10 | $812 |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -99.6% | 6 | $487 |
| Quaker Wealth Management, LLC | 0.00% | New | 5 | $406 |
| Imprint Wealth LLC | 0.00% | Reduce -50.0% | 3 | $244 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $81 |
"% of holder's portfolio" is IAU's weight in each manager's 13F, not the share of iShares Gold Trust the manager owns.