iShares Gold TrustIAUETF
13F holders, Q1 2026 (March 31)1,972holders +43
149new positions
105sold out
8famous investors
$87.85avg. 13F price*
At the end of Q1 2026, 1,972 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 43 from Q4 2025. 149 opened new positions and 105 sold out. The largest holders were Bank of America Corp. ($2.5B), Morgan Stanley ($2.1B) and UBS Group AG ($1.3B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Mario Gabelli (0.2% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 149 | $237.8M |
| Exits | 105 | $429.4M |
All 13F filers, Q4 2025 → Q1 2026: 25,394,006 shares bought and 66,958,385 shares sold, net −41,564,379 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,972 holders
| Bank of America Corp. | 0.18% | Reduce -6.5% | 28,294,059 | $2.5B |
| Morgan Stanley | 0.12% | Reduce -6.6% | 23,258,601 | $2.1B |
| UBS Group AG | 0.24% | Add +70.8% | 15,300,061 | $1.3B |
| FMR LLC | 0.07% | Reduce -34.4% | 14,708,899 | $1.3B |
| Wells Fargo & Company | 0.23% | Add +0.4% | 13,187,635 | $1.2B |
| LPL Financial LLC | 0.24% | Reduce -25.9% | 10,179,920 | $897.5M |
| Envestnet Asset Management Inc. | 0.21% | Reduce -53.5% | 8,986,301 | $792.2M |
| BlackRock, Inc. | 0.01% | Add +19.9% | 8,623,425 | $760.2M |
| JPMorgan Chase & Co. | 0.05% | Reduce -25.1% | 8,865,334 | $752.9M |
| Citigroup Inc. | 0.40% | Reduce -1.1% | 7,119,652 | $627.7M |
| Ameriprise Financial Inc. | 0.14% | Reduce -3.7% | 6,995,965 | $618.9M |
| WealthNavi Inc. | 5.29% | Reduce -2.4% | 6,921,771 | $610.2M |
| Northwestern Mutual Wealth Management Co. | 0.35% | Reduce -2.2% | 6,449,886 | $568.6M |
| Raymond James Financial Inc. | 0.15% | Reduce -2.4% | 5,513,280 | $486.1M |
| Empower Advisory Group, LLC | 1.24% | Reduce -2.1% | 5,404,160 | $476.4M |
| Alliancebernstein L.P. | 0.15% | Reduce -8.0% | 5,840,787 | $474.1M |
| Northern Trust Corp. | 0.06% | Add +16.4% | 5,284,401 | $465.9M |
| Truist Financial Corp. | 0.62% | Reduce -11.6% | 5,217,656 | $460.0M |
| HRTG Gpe, LLC | 50.89% | Add +42.5% | 4,508,493 | $397.5M |
| Royal Bank of Canada | 0.06% | Reduce -2.0% | 3,822,912 | $337.0M |
| Keybank National Association | 1.16% | Reduce -2.5% | 3,617,414 | $318.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.21% | Reduce -45.3% | 3,614,120 | $318.6M |
| Employees Retirement System of Texas | 3.03% | Add +1247.0% | 3,293,500 | $290.4M |
| HighTower Advisors, LLC | 0.31% | Reduce -3.0% | 3,290,890 | $290.1M |
| Commonwealth Equity Services, LLC | 0.39% | Reduce -9.4% | 3,206,296 | $282.7M |
| Cerity Partners LLC | 0.39% | Reduce -3.8% | 3,158,609 | $278.5M |
| CIBC Bancorp USA Inc. | 0.32% | — | 2,700,347 | $237.8M |
| Erste Asset Management GmbH | 2.09% | Add +2.7% | 2,655,650 | $225.5M |
| Captrust Financial Advisors | 0.37% | Add +0.2% | 2,416,160 | $213.0M |
| Stifel Financial Corp. | 0.18% | Reduce -8.5% | 2,225,073 | $196.2M |
| Proficio Capital Partners LLC | 9.76% | Reduce -2.5% | 2,072,841 | $182.7M |
| Rockefeller Capital Management L.P. | 0.31% | Reduce -1.5% | 1,969,602 | $173.6M |
| Permanens Capital L.P. | 21.41% | Add +68.0% | 1,885,466 | $166.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.1% | 1,844,642 | $162.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +265.0% | 1,800,107 | $158.7M |
| Osaic Holdings, Inc. | 0.23% | Reduce -14.2% | 1,785,793 | $157.4M |
| Cresset Asset Management, LLC | 0.68% | Add +2.7% | 1,771,218 | $156.2M |
| Arnhold LLC | 11.39% | No change | 1,757,254 | $154.9M |
| Equitable Trust Co. | 6.93% | Reduce -2.8% | 1,702,312 | $150.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -23.3% | 1,690,480 | $149.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +11.8% | 1,642,015 | $144.8M |
| Tocqueville Asset Management L.P. | 2.14% | Reduce -6.8% | 1,635,839 | $144.2M |
| Chevy Chase Trust Holdings, LLC | 0.40% | Reduce -2.3% | 1,575,158 | $138.9M |
| Pennsylvania State University | 72.54% | Reduce -9.1% | 1,574,099 | $138.8M |
| GM Advisory Group, LLC | 5.33% | Add +2.8% | 1,569,661 | $138.4M |
| AlTi Global, Inc. | 3.00% | Reduce -1.3% | 1,566,989 | $138.1M |
| Moon Capital Management LP | 83.01% | No change | 1,559,604 | $137.5M |
| Mainstay Capital Management LLC | 10.13% | Add +2.5% | 1,490,283 | $131.4M |
| Mariner, LLC | 0.14% | Reduce -4.2% | 1,389,406 | $122.5M |
| Cetera Investment Advisers | 0.13% | Reduce -40.8% | 1,373,536 | $121.1M |
| Baird Financial Group, Inc. | 0.19% | Reduce -2.0% | 1,348,186 | $118.9M |
| Allianz SE | 1.32% | Add +9.1% | 1,346,256 | $118.7M |
| Citadel Advisors | 0.08% | Reduce -38.5% | 1,296,017 | $114.3M |
| PNC Financial Services Group, Inc. | 0.07% | Add +2.7% | 1,295,573 | $114.2M |
| CRCM LP | 78.68% | Add +73.7% | 1,249,870 | $111.1M |
| Emory University | 39.05% | Reduce 0.0% | 1,184,463 | $104.4M |
| Twin Focus Capital Partners, LLC | 11.77% | Add +5.0% | 1,161,576 | $102.4M |
| Neuberger Berman Group LLC | 0.08% | Reduce -2.6% | 1,132,631 | $99.9M |
| MML Investors Services, LLC | 0.28% | Reduce -46.3% | 1,131,583 | $99.8M |
| Franklin Resources Inc. | 0.02% | Reduce -5.7% | 1,107,322 | $97.6M |
| Focus Partners Wealth | 0.10% | Reduce -1.9% | 1,062,868 | $93.3M |
| First Command Advisory Services, Inc. | 0.61% | Reduce -6.5% | 1,029,567 | $90.8M |
| Public Employees Retirement System of Ohio | 0.29% | Add +109.1% | 1,017,800 | $89.7M |
| Dynasty Wealth Management, LLC | 0.78% | Reduce -14.8% | 1,011,766 | $89.2M |
| Deutsche Bank AG | 0.03% | Reduce -4.2% | 997,905 | $88.0M |
| Beacon Investment Advisory Services, Inc. | 3.56% | Add +4.9% | 971,659 | $85.7M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -5.2% | 960,561 | $84.7M |
| CENTRAL TRUST Co | 1.60% | Reduce -9.1% | 924,593 | $81.5M |
| Forbes J M & Co. LLP | 6.85% | Reduce -22.3% | 918,801 | $81.0M |
| Tanglewood Wealth Management, Inc. | 6.70% | Reduce -12.0% | 917,288 | $80.9M |
| Barclays PLC | 0.03% | Add +33827.1% | 881,427 | $77.7M |
| Janney Montgomery Scott LLC | 0.19% | Reduce -36.1% | 874,505 | $77.1M |
| OneDigital Investment Advisors LLC | 0.73% | Reduce -37.9% | 843,846 | $74.4M |
| Assetmark, Inc. | 0.15% | Reduce -19.3% | 843,005 | $74.3M |
| Creative Planning | 0.05% | Add +3.8% | 821,163 | $72.4M |
| Circle Wealth Management, LLC | 1.03% | No change | 819,093 | $72.2M |
| Anderson Hoagland & Co. | 6.12% | Reduce -1.2% | 807,580 | $71.2M |
| Cwm, LLC | 0.18% | Reduce -60.8% | 766,371 | $67.6M |
| VCU Investment Management Co | 100.00% | No change | 761,798 | $67.2M |
| National Philanthropic Trust | 0.71% | Reduce -17.9% | 759,979 | $67.0M |
| MAI Capital Management | 0.38% | Add +0.6% | 751,879 | $66.3M |
| Cambridge Associates LLC /Ma/ | 1.04% | Reduce -1.4% | 740,591 | $65.3M |
| Gotham Asset Management | 0.20% | Reduce -8.3% | 730,031 | $64.4M |
| Sanctuary Advisors, LLC | 0.35% | Reduce -23.3% | 728,291 | $64.2M |
| NewEdge Advisors, LLC | 0.23% | Reduce -38.3% | 727,251 | $64.1M |
| Ieq Capital, LLC | 0.29% | Reduce -12.1% | 714,596 | $63.0M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -12.4% | 682,470 | $60.2M |
| Oxbow Advisors, LLC | 5.18% | Reduce -15.2% | 680,458 | $60.0M |
| Narwhal Capital Management | 4.37% | Reduce -0.1% | 671,733 | $59.2M |
| Axxcess Wealth Management, LLC | 1.90% | Reduce -13.5% | 671,507 | $59.2M |
| EverSource Wealth Advisors, LLC | 1.80% | Reduce -8.0% | 666,445 | $58.8M |
| Biltmore Family Office, LLC | 8.16% | Reduce -0.2% | 662,025 | $58.4M |
| Capital Asset Advisory Services LLC | 2.23% | Reduce -15.1% | 641,037 | $58.1M |
| Williams Jones Wealth Management, LLC. | 0.71% | Add +3.5% | 656,355 | $57.9M |
| Steward Partners Investment Advisory, LLC | 0.29% | Reduce -12.7% | 639,925 | $56.4M |
| Foundations Investment Advisors, LLC | 0.68% | Reduce -23.6% | 625,626 | $55.2M |
| GenWealth Group, Inc. | 9.43% | Reduce -9.2% | 625,200 | $55.1M |
| Jones Financial Companies LLLP | 0.03% | Add +57.9% | 647,978 | $55.1M |
| HSBC Holdings PLC | 0.03% | Reduce -3.4% | 624,498 | $55.0M |
| Evercore Wealth Management, LLC | 0.86% | Reduce -0.8% | 620,632 | $54.7M |
| National Bank of Canada | 0.05% | Reduce -4.9% | 605,145 | $53.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.20% | — | 599,408 | $52.8M |
| Merit Financial Group, LLC | 0.39% | Reduce -8.2% | 595,990 | $52.5M |
| Kestra Advisory Services, LLC | 0.20% | Add +5.5% | 592,810 | $52.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.15% | Reduce -28.9% | 589,772 | $52.0M |
| Meridian Wealth Advisors, LLC | 6.82% | Add +2.5% | 585,046 | $51.6M |
| Park Avenue Securities LLC | 0.40% | Reduce -62.4% | 584,437 | $51.5M |
| Intellus Advisors LLC | 6.94% | Reduce -1.7% | 576,422 | $50.8M |
| IFP Advisors, Inc | 1.04% | Reduce -1.0% | 566,853 | $50.0M |
| Stratos Wealth Partners, LTD. | 0.57% | Add +48.1% | 565,578 | $49.9M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Reduce -68.2% | 547,969 | $48.3M |
| Strategic Point Investment Advisors, LLC | 6.85% | Add +0.3% | 534,548 | $47.1M |
| Blair William & Co. | 0.13% | Add +30.1% | 530,161 | $46.7M |
| Stuart Investment Advisors, Inc. | 20.37% | Reduce -5.7% | 528,842 | $46.6M |
| Cadinha & Co. LLC | 8.57% | Reduce -1.0% | 521,612 | $46.0M |
| Equitable Holdings, Inc. | 0.29% | Reduce -6.5% | 690,721 | $45.2M |
| Pictet Asset Management Holding SA | 0.05% | Add +14.5% | 527,920 | $44.8M |
| Acorn Financial Advisory Services Inc. | 5.84% | Add +3.1% | 483,758 | $42.6M |
| Eurizon Asset Management Hungary Ltd. | 45.63% | New | 482,015 | $42.5M |
| Blue Trust, Inc. | 0.47% | Reduce -9.7% | 470,409 | $41.5M |
| SkyView Investment Advisors, LLC | 5.51% | Add +0.6% | 464,273 | $40.9M |
| Zhang Financial LLC | 1.41% | Reduce -2.0% | 463,742 | $40.9M |
| TD Waterhouse Canada Inc. | 0.12% | Add +4.1% | 457,097 | $40.9M |
| Capital Group Private Client Services, Inc. | 0.68% | Add +9.8% | 458,291 | $40.4M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +48.0% | 455,470 | $40.2M |
| Life Line Wealth Management LLC | 17.03% | Reduce -48.2% | 432,527 | $38.1M |
| Argos Wealth Advisors, LLC | 10.91% | Reduce -0.5% | 430,216 | $37.9M |
| Bank of Montreal | 0.02% | Add +7.3% | 429,338 | $37.9M |
| WESCAP Management Group, Inc. | 7.44% | Reduce -3.7% | 428,603 | $37.8M |
| Spinnaker Trust | 2.04% | Add +0.3% | 417,219 | $36.8M |
| Sagespring Wealth Partners, LLC | 0.64% | Reduce -31.7% | 395,791 | $34.9M |
| VPR Management LLC | 13.93% | No change | 395,430 | $34.9M |
| China Universal Asset Management Co., Ltd. | 2.63% | Add +411.6% | 393,940 | $34.7M |
| MacKay Shields LLC | 12.87% | Reduce -17.9% | 390,150 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +30.7% | 600,475 | $34.1M |
| Bfsg, LLC | 3.23% | Add +0.8% | 386,861 | $34.1M |
| Fourpath Capital Management, LLC | 4.89% | Reduce -35.7% | 386,566 | $34.1M |
| West Family Investments, Inc. | 11.94% | Reduce -9.0% | 384,343 | $34.1M |
| Fifth Third Bancorp | 0.06% | Add +1641.4% | 380,997 | $33.6M |
| Independent Family Office, LLC | 13.56% | Reduce -3.4% | 373,645 | $32.9M |
| Jane Street Group, LLC | 0.04% | Reduce -5.2% | 372,589 | $32.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.10% | Reduce -5.6% | 371,707 | $32.8M |
| Cibc World Market Inc. | 0.06% | Add +20.7% | 356,815 | $31.5M |
| Corient Private Wealth LP | 0.04% | Reduce -11.2% | 604,035 | $31.4M |
| Concurrent Investment Advisors, LLC | 0.34% | Reduce -86.1% | 353,230 | $31.1M |
| Quent Capital, LLC | 2.21% | Reduce -15.0% | 353,069 | $31.1M |
| First Foundation Advisors | 1.24% | Add +1.7% | 347,773 | $30.7M |
| Chemistry Wealth Management LLC | 5.36% | Reduce -1.0% | 345,594 | $30.5M |
| Kingsview Wealth Management, LLC | 0.41% | Reduce -23.2% | 343,318 | $30.3M |
| Perigon Wealth Management, LLC | 0.55% | Reduce -16.5% | 342,473 | $30.2M |
| Orion Porfolio Solutions, LLC | 0.26% | Reduce -6.1% | 341,183 | $30.1M |
| New Harbor Financial Group, LLC | 5.46% | New | 341,055 | $30.1M |
| Summit Trail Advisors, LLC | 0.42% | Add +16.4% | 336,119 | $29.6M |
| Mader & Shannon Wealth Management, Inc. | 13.58% | Reduce -17.9% | 332,931 | $29.4M |
| AllGen Financial Advisors, Inc. | 6.95% | Reduce -12.3% | 332,208 | $29.3M |
| Dakota Wealth Management | 0.63% | Reduce -4.0% | 328,928 | $29.0M |
| Parcion Private Wealth LLC | 1.80% | Reduce -1.6% | 328,795 | $29.0M |
| Quadrature Capital Ltd | 0.34% | New | 324,542 | $28.6M |
| Arkos Global Advisors | 3.59% | Add +2.8% | 324,168 | $28.6M |
| Chatham Capital Group, Inc. | 4.14% | Reduce -10.4% | 323,995 | $28.6M |
| Leavell Investment Management, Inc. | 1.17% | Add +6.1% | 323,632 | $28.5M |
| VCI Wealth Management LLC | 7.77% | Reduce -26.8% | 318,108 | $28.0M |
| Checchi Capital Advisers, LLC | 1.92% | Reduce -11.6% | 316,911 | $27.9M |
| M&T Bank Corp | 0.09% | Reduce -1.4% | 316,375 | $27.9M |
| Prime Capital Investment Advisors, LLC | 0.32% | Add +1.1% | 315,598 | $27.8M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -11.1% | 315,082 | $27.8M |
| Bokf, NA | 0.41% | Add +3.8% | 306,341 | $27.0M |
| Cardinal Point Capital Management ULC | 1.64% | Add +1.7% | 303,426 | $26.7M |
| Farther Finance Advisors, LLC | 0.25% | Add +73.8% | 298,181 | $26.7M |
| AMG National Trust Bank | 0.58% | Add +2.0% | 302,605 | $26.7M |
| Vision Capital Management, Inc. | 3.36% | Reduce -21.1% | 301,595 | $26.6M |
| LVM Capital Management Ltd. | 2.50% | Reduce -0.1% | 301,112 | $26.5M |
| Sowa Financial Group, Inc. | 12.97% | Reduce -25.1% | 296,941 | $26.2M |
| Baldwin Wealth Partners LLC | 1.89% | Add +0.3% | 294,813 | $26.0M |
| Oppenheimer Asset Management Inc. | 0.30% | Reduce -3.3% | 293,702 | $25.9M |
| Modern Wealth Management, LLC | 0.43% | Reduce -3.4% | 280,748 | $25.2M |
| Fifth Third Securities, Inc. | 1.63% | Reduce -7.8% | 285,079 | $25.1M |
| James Investment Research, Inc. | 2.82% | Reduce -16.0% | 284,994 | $25.1M |
| Coastal Bridge Advisors, LLC | 1.77% | Add +1.9% | 283,283 | $25.0M |
| Commerce Bank | 0.12% | Add +63.6% | 279,622 | $24.7M |
| Nkcfo LLC | 7.30% | No change | 279,400 | $24.6M |
| Wallington Asset Management, LLC | 3.26% | Reduce -2.1% | 278,308 | $24.5M |
| Ashton Thomas Private Wealth, LLC | 0.58% | Reduce -6.5% | 277,084 | $24.4M |
| Parker Investment Management, LLC | 3.69% | Reduce -57.8% | 275,111 | $24.3M |
| Stephens Inc. | 0.30% | Reduce -4.5% | 273,835 | $24.1M |
| Modus Advisors, LLC | 6.63% | Reduce -8.0% | 273,272 | $24.1M |
| Cypress Capital Group | 2.70% | Reduce -0.9% | 272,064 | $24.0M |
| First American Trust, FSB | 1.60% | Reduce -20.5% | 268,896 | $23.7M |
| Syon Capital LLC | 1.15% | Reduce -12.7% | 259,921 | $22.9M |
| Allworth Financial LP | 0.09% | Add +1.7% | 259,905 | $22.9M |
| Summit Financial, LLC | 0.29% | Reduce -5.0% | 256,644 | $22.6M |
| Cercano Management LLC | 0.97% | Reduce -48.9% | 254,300 | $22.4M |
| OpenArc Corporate Advisory, LLC | 0.32% | Add +41.2% | 254,287 | $22.4M |
| Sunbelt Securities, Inc. | 1.41% | Reduce -3.2% | 253,669 | $22.4M |
| Brookstone Capital Management | 0.25% | Reduce -14.3% | 248,381 | $21.9M |
| Pictet North America Advisors SA | 2.17% | No change | 248,159 | $21.9M |
| Cyndeo Wealth Partners, LLC | 1.15% | Reduce -6.7% | 247,820 | $21.8M |
| Hamilton Wealth, LLC | 4.25% | Reduce -9.7% | 247,393 | $21.8M |
| UMB Bank, n.a. | 0.30% | Reduce -0.6% | 246,209 | $21.7M |
| US Bancorp \de | 0.03% | Reduce -42.1% | 244,880 | $21.6M |
| Sofi Wealth, LLC | 1.02% | Reduce -13.1% | 241,110 | $21.3M |
| Mill Creek Capital Advisors, LLC | 0.44% | Add +18.5% | 240,917 | $21.2M |
| TruWealth Advisors, LLC | 1.02% | Add +1.9% | 240,881 | $21.2M |
| Evolve Private Wealth, LLC | 1.13% | Reduce -7.6% | 240,561 | $21.2M |
| Timber Creek Capital Management LLC | 5.14% | Add +5.9% | 240,521 | $21.2M |
| CPA Asset Management Group, LLC | 7.00% | Reduce -4.9% | 236,845 | $20.9M |
| Bcwm, LLC | 5.91% | Reduce -20.6% | 236,663 | $20.9M |
| Norris Financial Group, LLC | 6.81% | Reduce -0.6% | 236,569 | $20.9M |
| Sterling Financial Planning, Inc. | 6.15% | Reduce -8.8% | 235,289 | $20.7M |
| Savvy Advisors, Inc. | 0.55% | Reduce -26.9% | 234,338 | $20.7M |
| Faithward Advisors, LLC | 2.94% | Reduce -5.9% | 233,729 | $20.6M |
| Private Advisor Group, LLC | 0.10% | Reduce -10.0% | 231,074 | $20.4M |
| Sigma Planning Corp | 0.55% | Add +2.1% | 225,847 | $19.9M |
| Fielder Capital Group LLC | 4.25% | Reduce -7.2% | 221,080 | $19.5M |
| Advisory Services Network, LLC | 0.25% | Reduce -8.9% | 216,665 | $19.1M |
| Mgo One Seven LLC | 0.38% | Reduce -37.8% | 216,474 | $19.1M |
| JSF Financial, LLC | 3.72% | Reduce -6.4% | 215,168 | $19.0M |
| Verger Capital Management LLC | 5.54% | Reduce -21.3% | 213,063 | $18.8M |
| Quest Investment Management LLC | 2.19% | Reduce -20.7% | 212,782 | $18.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.24% | Reduce -15.8% | 212,540 | $18.7M |
| NorthCrest Asset Manangement, LLC | 0.58% | Reduce -19.7% | 212,251 | $18.7M |
| Prudential PLC | 0.14% | Reduce -20.6% | 211,599 | $18.7M |
| Brown Advisory Inc. | 0.03% | Add +4.3% | 209,616 | $18.5M |
| Lifeworks Advisors, LLC | 2.36% | Reduce -8.7% | 208,507 | $18.4M |
| Cohen & Steers, Inc. | 0.03% | Add +19.8% | 206,708 | $18.2M |
| HB Wealth Management, LLC | 0.12% | Reduce -0.2% | 206,417 | $18.2M |
| Evoke Wealth, LLC | 0.33% | Reduce -0.4% | 205,916 | $18.2M |
| TRUE Private Wealth Advisors | 1.73% | Add +457.3% | 205,656 | $18.1M |
| Hamilton Point Investment Advisors, LLC | 2.79% | Add +0.8% | 205,299 | $18.1M |
| &partners | 0.09% | Reduce -1.3% | 203,770 | $18.0M |
| DT Investment Partners, LLC | 1.49% | Add +0.2% | 203,133 | $17.9M |
| CSS LLC | 2.79% | Add +1.4% | 200,040 | $17.6M |
| Forza Wealth Management, LLC | 6.05% | Reduce -5.4% | 197,403 | $17.4M |
| Sage Rhino Capital LLC | 3.21% | Reduce -35.3% | 194,691 | $17.2M |
| White Lighthouse Investment Management Inc. | 2.37% | Reduce -6.3% | 193,568 | $17.1M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -7.7% | 193,534 | $17.1M |
| GAMCO Investors | 0.16% | Add +0.0% | 187,221 | $16.5M |
| Purkiss Capital Advisors LLC | 7.25% | Add +5.2% | 186,996 | $16.5M |
| Sage Private Wealth Group, LLC | 8.30% | Add +0.3% | 186,995 | $16.5M |
| Advocacy Wealth Management, LLC | 0.72% | Reduce -51.0% | 185,366 | $16.3M |
| Resonant Capital Advisors, LLC | 0.85% | Reduce -27.1% | 184,360 | $16.3M |
| Three Bridge Wealth Advisors, LLC | 4.46% | Reduce -6.9% | 184,324 | $16.3M |
| Wealth Management Partners, LLC | 4.61% | Reduce -8.4% | 182,860 | $16.1M |
| Private Harbour Investment Management & Counsel, LLC | 17.58% | Reduce -2.2% | 181,588 | $16.0M |
| Van Hulzen Asset Management, LLC | 1.19% | Reduce -10.4% | 181,387 | $16.0M |
| Wealth Quarterback LLC | 6.30% | Reduce -9.9% | 181,382 | $16.0M |
| Kaydan Wealth Management, Inc. | 5.25% | Reduce -58.8% | 177,975 | $15.7M |
| Regency Capital Management Inc.\DE | 6.95% | Add +0.3% | 176,200 | $15.5M |
| Legend Financial Advisors, Inc. | 9.98% | Reduce -9.7% | 175,659 | $15.5M |
| NTV Asset Management LLC | 1.70% | Reduce -3.7% | 175,309 | $15.5M |
| Clear Harbor Asset Management, LLC | 1.07% | Reduce -18.7% | 174,669 | $15.4M |
| World Investment Advisors | 0.25% | Reduce -7.4% | 172,856 | $15.2M |
| AQR Capital Management | 0.01% | Add +54.1% | 172,679 | $15.2M |
| Brave Asset Management Inc. | 3.60% | Reduce -5.0% | 172,049 | $15.2M |
| EFG International AG | 0.33% | Reduce -2.0% | 171,740 | $15.1M |
| Apollon Wealth Management, LLC | 0.24% | Reduce -5.0% | 168,374 | $14.8M |
| Well Done, LLC | 2.17% | Add +1.3% | 167,790 | $14.8M |
| Stonebridge Financial Group, LLC | 1.20% | Reduce -1.3% | 166,157 | $14.6M |
| Beacon Harbor Wealth Advisors, Inc. | 3.05% | Reduce -2.4% | 165,164 | $14.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -62.3% | 161,515 | $14.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.49% | Reduce -4.9% | 160,326 | $14.1M |
| Stephen J. Garry & Associates, LLC | 11.35% | Add +0.6% | 160,108 | $14.1M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -62.8% | 159,397 | $14.1M |
| Mesirow Financial Investment Management, Inc. | 0.23% | Add +16.0% | 159,293 | $14.0M |
| Upper Left Wealth Management, LLC | 8.28% | Reduce -14.4% | 159,080 | $14.0M |
| Broussard Financial Group LLC | 11.08% | Reduce -6.2% | 157,102 | $13.9M |
| Midwest Trust Co | 0.17% | Add +6.3% | 155,781 | $13.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.77% | Add +91.8% | 154,264 | $13.6M |
| Sowell Financial Services LLC | 0.50% | Reduce -24.6% | 154,152 | $13.6M |
| BSW Wealth Partners | 1.65% | Reduce -0.5% | 153,554 | $13.5M |
| Morton Capital Management LLC | 1.99% | Reduce -6.6% | 151,645 | $13.4M |
| CreativeOne Wealth, LLC | 0.31% | Reduce -50.1% | 151,302 | $13.3M |
| Prospera Financial Services Inc | 0.21% | Reduce -6.5% | 151,124 | $13.3M |
| Signet Investment Advisory Group, Inc. | 6.07% | Reduce -2.9% | 150,341 | $13.3M |
| E Fund Management Co., Ltd. | 0.39% | — | 149,964 | $13.2M |
| Harbour Wealth Management Group, Inc. | 9.94% | Reduce -7.5% | 149,800 | $13.2M |
| MinichMacGregor Wealth Management, LLC | 2.32% | Add +0.3% | 149,400 | $13.2M |
| Harvest Fund Management Co., Ltd | 0.56% | Add +20.7% | 149,269 | $13.2M |
| Rogco, LP | 4.36% | Reduce -30.2% | 148,000 | $13.0M |
| Sapient Capital LLC | 0.20% | Reduce -7.5% | 147,703 | $13.0M |
| Parkside Investments, LLC | 1.57% | Add +7.1% | 146,705 | $12.9M |
| Grove Bank & Trust | 1.46% | Add +0.9% | 146,468 | $12.9M |
| Wills Financial Group LLC | 4.86% | Reduce -0.6% | 146,271 | $12.9M |
| Flputnam Investment Management Co. | 0.19% | Add +11.8% | 146,251 | $12.9M |
| Tsfg, LLC | 1.93% | Reduce -13.4% | 144,050 | $12.7M |
| Marino Management, LLC | 2.32% | No change | 149,479 | $12.7M |
| Capital Analysts, LLC | 0.33% | Reduce -17.4% | 143,489 | $12.7M |
| Old Port Advisors | 2.89% | Reduce -1.9% | 142,136 | $12.5M |
| Bulltick Wealth Management, LLC | 2.76% | Reduce -35.9% | 141,532 | $12.5M |
| DSG Capital Advisors, LLC | 1.99% | Add +0.1% | 141,477 | $12.5M |
| Seeds Investor LLC | 1.69% | Add +6.6% | 135,863 | $12.4M |
| Pathstone Holdings, LLC | 0.05% | Reduce -1.6% | 139,709 | $12.3M |
| Spire Wealth Management | 0.41% | Reduce -3.9% | 137,797 | $12.1M |
| JB Capital LLC | 0.48% | Reduce -65.4% | 135,910 | $12.0M |
| LifePlan Financial, LLC | 8.82% | Reduce -4.3% | 135,456 | $11.9M |
| Ascent Group, LLC | 0.41% | Reduce -58.3% | 135,446 | $11.9M |
| Fairview Capital Investment Management, LLC | 0.64% | Reduce -9.1% | 133,544 | $11.8M |
| Highland Financial Advisors, LLC | 3.11% | Add +7.8% | 133,472 | $11.8M |
| Avestar Capital, LLC | 0.80% | Add +13.6% | 133,283 | $11.8M |
| SBI Securities Co., Ltd. | 0.32% | Add +13.5% | 132,995 | $11.7M |
| Tudor Investment Corporation | 0.06% | Reduce -47.4% | 132,969 | $11.7M |
| Topor & Co. Korea | 9.91% | Add +29.2% | 132,898 | $11.7M |
| Shepherd Financial Partners LLC | 1.11% | Reduce -28.7% | 132,862 | $11.7M |
| Cape Ann Savings Bank | 5.84% | Reduce -8.1% | 131,805 | $11.6M |
| Atria Investments, Inc | 0.13% | Reduce -42.5% | 131,381 | $11.6M |
| Bigelow Investment Advisors, LLC | 4.62% | Reduce -8.6% | 131,038 | $11.6M |
| JNBA Financial Advisors | 0.96% | Reduce -8.4% | 130,749 | $11.5M |
| Townsend & Associates, Inc | 0.99% | Reduce -20.8% | 128,310 | $11.4M |
| Vernal Point Advisors, LLC | 4.65% | Add +53.4% | 129,807 | $11.4M |
| NewEdge Wealth, LLC | 0.14% | Reduce -15.8% | 129,632 | $11.4M |
| Mfa Wealth Advisors, LLC | 2.24% | Reduce -7.7% | 129,077 | $11.4M |
| IHT Wealth Management, LLC | 0.26% | Add +45.1% | 129,044 | $11.4M |
| Roehl & Yi Investment Advisors, LLC | 4.26% | Reduce -0.7% | 132,503 | $11.3M |
| Whittier Trust Co. of Nevada Inc. | 0.23% | Add +4.6% | 128,254 | $11.2M |
| Omnia Family Wealth, LLC | 3.52% | Reduce -0.2% | 126,607 | $11.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.36% | Add +449.0% | 126,520 | $11.2M |
| Impact Investors, Inc | 7.73% | Reduce -9.8% | 126,267 | $11.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.09% | Reduce -26.2% | 126,067 | $11.1M |
| Independent Financial Group, LLC | 0.25% | Reduce -23.6% | 125,483 | $11.1M |
| Twin Tree Management, LP | 2.32% | New | 125,168 | $11.0M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +7.3% | 124,405 | $11.0M |
| Renaissance Technologies | 0.02% | Add +466.1% | 123,968 | $10.9M |
| Clear Wave Wealth Management LLC | 2.77% | — | 123,567 | $10.9M |
| LifeWealth Investments, LLC | 3.24% | Add +9.4% | 123,121 | $10.9M |
| Meridian Investment Counsel Inc. | 2.56% | Reduce -0.9% | 121,970 | $10.8M |
| MBA Advisors LLC | 4.12% | Reduce -1.0% | 121,730 | $10.7M |
| Oasis Advisors, LLC | 2.11% | New | 121,602 | $10.7M |
| Osborne Partners Capital Management, LLC | 0.56% | Reduce -31.5% | 120,637 | $10.6M |
| Exit Wealth Advisors, LLC. | 5.47% | Add +4.8% | 120,242 | $10.6M |
| Compound Planning, Inc. | 0.33% | Reduce -6.4% | 120,094 | $10.6M |
| Global Wealth Strategies & Associates | 2.60% | Add +3.9% | 119,941 | $10.6M |
| VestGen Advisors, LLC | 0.30% | Add +75.4% | 119,066 | $10.6M |
| Avaii Wealth Management, LLC | 3.69% | Reduce -4.9% | 119,780 | $10.6M |
| Arlington Capital Management, Inc. | 5.91% | Reduce -39.9% | 118,869 | $10.5M |
| Rakuten Investment Management, Inc. | 0.02% | Add +100.0% | 145,148 | $10.5M |
| Wealthspan Partners, LLC | 3.68% | Add +0.0% | 118,391 | $10.4M |
| Sigma Investment Counselors Inc. | 0.55% | Reduce -2.9% | 118,050 | $10.4M |
| Stablepoint Partners, LLC | 1.54% | Reduce -17.7% | 117,815 | $10.4M |
| Lido Advisors, LLC | 0.04% | Add +13.0% | 116,260 | $10.2M |
| Silverleafe Capital Partners, LLC | 3.08% | Reduce -6.5% | 115,882 | $10.2M |
| Southeast Asset Advisors, LLC | 1.12% | Add +0.1% | 115,740 | $10.2M |
| Debussy Capital Management LP | 1.40% | Reduce -4.2% | 115,195 | $10.2M |
| Diversify Wealth Management, LLC | 0.18% | Add +119.0% | 118,274 | $10.1M |
| LaSalle St. Investment Advisors, LLC | 1.42% | Add +8.2% | 114,676 | $10.1M |
| Baker Avenue Asset Management, LP | 0.23% | Reduce -5.9% | 114,433 | $10.1M |
| Cauble & Harre Wealth Management, Inc. | 7.78% | Reduce -3.6% | 110,073 | $9.8M |
| Arkadios Wealth Advisors | 0.16% | Add +0.4% | 110,018 | $9.7M |
| CPR Investments Inc. | 6.43% | Add +56.2% | 109,312 | $9.6M |
| Waverly Advisors, LLC | 0.07% | Add +17.9% | 109,260 | $9.6M |
| Chandler Asset Management, Inc. | 1.46% | New | 109,200 | $9.6M |
| Waterloo Capital, L.P. | 0.68% | Add +26.6% | 109,094 | $9.6M |
| Towneley Capital Management, Inc / DE | 2.01% | Add +2.2% | 108,996 | $9.6M |
| Plum Street Advisors, LLC | 3.31% | Reduce -5.0% | 108,281 | $9.5M |
| Callan Family Office, LLC | 0.22% | Add +1.3% | 107,808 | $9.5M |
| Clear Creek Financial Management, LLC | 0.72% | Reduce -8.0% | 106,926 | $9.4M |
| Braeburn Wealth Management LLC | 5.36% | Reduce -36.6% | 106,317 | $9.4M |
| Rehmann Capital Advisory Group | 0.49% | Reduce -8.9% | 106,252 | $9.4M |
| Accretive Wealth Partners, LLC | 2.63% | Add +0.4% | 105,430 | $9.3M |
| Ackerman Capital Advisors, LLC | 1.90% | Reduce -0.5% | 105,299 | $9.3M |
| Wealth Care LLC | 8.23% | — | 105,150 | $9.3M |
| Pekin Hardy Strauss, Inc. | 0.97% | Reduce -1.6% | 104,816 | $9.2M |
| Fiduciary Financial Group, LLC | 1.22% | Add +2.2% | 104,155 | $9.2M |
| WealthCare Investment Partners, LLC | 2.48% | Reduce -5.9% | 104,708 | $8.9M |
| Wealth Alliance, LLC | 0.88% | Reduce -31.5% | 101,021 | $8.9M |
| Maltin Wealth Management, Inc. | 3.40% | Reduce -4.4% | 100,929 | $8.9M |
| Battery Global Advisors, LLC | 4.77% | Add +19137.4% | 100,804 | $8.9M |
| Ballentine Partners, LLC | 0.12% | Reduce -29.5% | 100,671 | $8.9M |
| Okabena Investment Services Inc. | 1.70% | Reduce -46.4% | 100,012 | $8.8M |
| DCF Advisers, LLC | 3.32% | No change | 100,000 | $8.8M |
| Bull Oak Capital, LLC | 3.38% | Add +5.6% | 99,896 | $8.8M |
| Greenline Partners, LLC | 0.95% | No change | 99,834 | $8.8M |
| AdvisorNet Financial, Inc | 0.46% | Reduce -0.5% | 99,684 | $8.8M |
| Bessemer Group Inc. | 0.01% | Add +8.1% | 99,550 | $8.8M |
| Crescent Grove Advisors, LLC | 0.87% | Add +4.2% | 99,418 | $8.8M |
| ABLE Financial Group, LLC | 1.71% | Reduce -16.5% | 99,294 | $8.8M |
| Summit Place Financial Advisors, LLC | 4.16% | Reduce -5.5% | 98,254 | $8.7M |
| Wellspring Financial Advisors, LLC | 0.65% | Reduce -3.0% | 97,986 | $8.6M |
| Capital Advisors Inc. | 0.14% | Reduce -0.9% | 97,717 | $8.6M |
| Susquehanna International Group, LLP | 0.01% | New | 97,464 | $8.6M |
| Arax Advisory Partners | 0.24% | Reduce -43.7% | 96,433 | $8.5M |
| Smith, Moore & Co. | 0.62% | New | 96,218 | $8.5M |
| GFS Advisors, LLC | 0.55% | Reduce -5.9% | 98,503 | $8.5M |
| Apeiron RIA LLC | 1.95% | Reduce -2.7% | 95,546 | $8.4M |
| Kitching Partners, LLC | 7.72% | Reduce -4.0% | 94,979 | $8.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.48% | Reduce -49.8% | 94,707 | $8.3M |
| Patton Fund Management, Inc. | 1.42% | Reduce -14.9% | 94,658 | $8.3M |
| Blueprint Investment Partners LLC | 0.85% | Add +0.5% | 94,179 | $8.3M |
| Choreo, LLC | 0.10% | Reduce -2.0% | 93,259 | $8.2M |
| Cranbrook Wealth Management, LLC | 1.67% | Reduce -10.2% | 92,892 | $8.2M |
| Larch Capital Partners LLC | 1.19% | New | 92,812 | $8.2M |
| Quantinno Capital Management LP | 0.01% | Add +53.7% | 91,773 | $8.1M |
| Lineweaver Wealth Advisors, LLC | 1.09% | Reduce -3.4% | 91,739 | $8.1M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -9.1% | 91,620 | $8.1M |
| American Investment Services, Inc. | 1.79% | Reduce -10.8% | 91,176 | $8.0M |
| Jmac Enterprises LLC | 1.54% | Add +0.8% | 90,967 | $8.0M |
| Bensler, LLC | 0.83% | Add +20.0% | 90,862 | $8.0M |
| D L Carlson Investment Group Inc. | 1.38% | Reduce -6.3% | 90,813 | $8.0M |
| Lifelong Wealth Advisors, Inc. | 2.13% | Reduce -17.6% | 90,709 | $8.0M |
| Deane Retirement Strategies, Inc. | 3.21% | Add +14.7% | 90,528 | $8.0M |
| Sharkey, Howes & Javer | 1.07% | Reduce -49.3% | 89,704 | $7.9M |
| Camden National Bank | 1.06% | Reduce -1.6% | 88,872 | $7.8M |
| Pacific Capital Wealth Advisors, Inc. | 1.32% | Add +3.7% | 88,851 | $7.8M |
| Principal Securities, Inc. | 0.11% | Reduce -17.4% | 88,496 | $7.8M |
| Kure Advisory, LLC | 4.23% | Reduce -5.4% | 88,188 | $7.8M |
| Beck Capital Management, LLC | 1.78% | Add +0.0% | 88,060 | $7.8M |
| RiverGlades Family Offices LLC | 4.56% | — | 88,039 | $7.8M |
| TriaGen Wealth Management LLC | 2.12% | Reduce -1.1% | 88,036 | $7.8M |
| Madden Advisory Services, Inc. | 3.05% | Reduce -2.2% | 87,831 | $7.7M |
| MA Private Wealth | 1.30% | Reduce -44.3% | 87,278 | $7.7M |
| Welch & Forbes LLC | 0.10% | No change | 86,883 | $7.7M |
| Inscription Capital, LLC | 0.80% | Reduce -5.1% | 86,051 | $7.6M |
| Blueprint Financial Advisors LLC | 1.12% | Reduce -2.7% | 85,625 | $7.5M |
| Argent Trust Co | 0.25% | Add +0.6% | 84,984 | $7.5M |
| Rochester Wealth Strategies, LLC | 4.48% | Reduce -17.4% | 83,839 | $7.4M |
| Tikvah Management LLC | 2.25% | No change | 82,230 | $7.2M |
| Sage Investment Advisers LLC | 5.36% | Add +3.7% | 80,705 | $7.2M |
| Strategic Blueprint, LLC | 0.42% | Reduce -39.3% | 81,897 | $7.2M |
| Fearless Solutions, LLC dba Best Invest | 4.33% | Add +1.6% | 81,474 | $7.2M |
| Delta Financial Advisors LLC | 1.86% | Add +0.1% | 81,171 | $7.2M |
| Scotia Capital Inc. | 0.03% | Add +1.6% | 80,902 | $7.1M |
| Briaud Financial Planning Inc | 1.87% | Reduce -0.5% | 80,824 | $7.1M |
| Financial Sense Advisors, Inc. | 1.65% | Add +22.0% | 80,663 | $7.1M |
| Nottingham Advisors, Inc. | 0.91% | Reduce -10.5% | 80,317 | $7.1M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -1.2% | 80,309 | $7.1M |
| Fiduciary Trust Co | 0.08% | Add +2.0% | 80,250 | $7.1M |
| Bellwether Advisors, LLC | 1.19% | New | 79,766 | $7.0M |
| Triad Wealth Partners, LLC | 0.56% | Reduce -47.8% | 79,455 | $7.0M |
| SageGuard Financial Group, LLC | 1.08% | Add +69.3% | 79,200 | $7.0M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +3.8% | 78,881 | $7.0M |
| Motco | 0.64% | Reduce -0.2% | 78,644 | $6.9M |
| Citizens Financial Group Inc. | 0.10% | Reduce -11.4% | 78,370 | $6.9M |
| CCG Wealth Management, LLC | 1.86% | Add +379.9% | 77,933 | $6.9M |
| Sepio Capital, LP | 0.37% | Add +3.4% | 77,471 | $6.8M |
| Leslie Global Wealth, LLC | 3.59% | Reduce -16.8% | 77,269 | $6.8M |
| Discipline Wealth Solutions, LLC | 0.72% | Add +5.0% | 77,256 | $6.8M |
| Sentinel Trust Co. Lba | 0.67% | Reduce -3.9% | 76,786 | $6.8M |
| Harbour Investments, Inc. | 0.10% | Add +27.9% | 76,774 | $6.8M |
| Intrepid Capital Management Inc. | 3.17% | Add +2.1% | 76,246 | $6.7M |
| Evelyn Partners Asset Management Ltd | 1.65% | Reduce -6.6% | 75,984 | $6.7M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -44.0% | 75,948 | $6.7M |
| NavPoint Financial, Inc. | 2.71% | Reduce -0.4% | 75,890 | $6.7M |
| Gradient Investments LLC | 0.10% | Add +2.3% | 75,410 | $6.6M |
| Hilltop National Bank | 1.58% | Add +1.0% | 75,172 | $6.6M |
| Knollwood Investment Advisory, LLC | 0.67% | Add +0.0% | 75,160 | $6.6M |
| waypoint wealth counsel | 3.41% | Reduce -6.9% | 74,796 | $6.6M |
| Fifth Third Wealth Advisors LLC | 0.22% | Add +0.5% | 74,333 | $6.6M |
| Pacific Park Financial, Inc. | 4.27% | Reduce -1.6% | 74,199 | $6.5M |
| WCG Wealth Advisors LLC | 0.18% | Add +6.6% | 73,932 | $6.5M |
| Apollon Financial, LLC | 0.90% | Reduce -2.1% | 73,811 | $6.5M |
| Argentarii, LLC | 2.27% | Add +3.1% | 73,734 | $6.5M |
| Eq LLC | 1.83% | Add +0.7% | 73,698 | $6.5M |
| Aspect Partners, LLC | 2.65% | Add +4.1% | 73,490 | $6.5M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +42.9% | 73,489 | $6.5M |
| Palisades Hudson Asset Management, L.P. | 2.52% | Reduce -26.1% | 73,252 | $6.5M |
| Vontobel Holding Ltd. | 0.02% | Reduce -8.2% | 73,191 | $6.5M |
| Marex Group Ltd | 0.07% | Reduce -0.8% | 72,610 | $6.4M |
| Nadler Financial Group, Inc. | 0.62% | Add +7.3% | 72,524 | $6.4M |
| D.A. Davidson & Co. | 0.04% | Add +12.8% | 72,213 | $6.4M |
| Fermata Advisors, LLC | 1.43% | Reduce -12.8% | 71,807 | $6.3M |
| Pinnacle Financial Partners, Inc. | 0.05% | Reduce -9.5% | 71,612 | $6.3M |
| Xcelsior Advisor Partners LLC | 2.41% | Reduce -11.5% | 71,573 | $6.3M |
| Lanark Financial, Inc. | 0.47% | Add +13.7% | 71,157 | $6.3M |
| Everest Financial Group LLC | 1.03% | Add +0.2% | 70,726 | $6.2M |
| Gibson Capital, LLC | 1.15% | Reduce -0.0% | 70,267 | $6.2M |
| Icon Wealth Advisors, LLC | 0.40% | Reduce -59.3% | 71,749 | $6.1M |
| Plan Group Financial, LLC | 1.43% | Add +21.2% | 69,136 | $6.1M |
| Pacific Point Advisors, LLC | 3.20% | No change | 68,862 | $6.1M |
| Versant Capital Management, Inc | 0.60% | Reduce -1.4% | 68,727 | $6.1M |
| Guardian Wealth Management, LLC | 1.83% | Reduce -12.8% | 67,733 | $6.0M |
| Family Manage LLC | 0.72% | Add +4.1% | 68,017 | $6.0M |
| Financial Alternatives, Inc | 3.23% | Add +0.1% | 67,980 | $6.0M |
| Mutual Advisors, LLC | 0.13% | Reduce -58.4% | 67,465 | $5.9M |
| Parallel Advisors, LLC | 0.11% | Add +8.4% | 67,110 | $5.9M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +6.6% | 66,781 | $5.9M |
| Beacon Bridge Wealth Partners, LLC | 1.97% | Reduce -0.2% | 66,685 | $5.9M |
| Chicago Partners Investment Group LLC | 0.13% | Add +0.5% | 65,388 | $5.8M |
| Wealthfront Advisers LLC | 0.01% | Add +44.8% | 66,081 | $5.8M |
| Mengis Capital Management, Inc. | 1.01% | Reduce -3.3% | 66,013 | $5.8M |
| Financial Management Network Inc. | 0.89% | Reduce -3.3% | 64,780 | $5.8M |
| AE Wealth Management LLC | 0.03% | Reduce -15.0% | 65,618 | $5.8M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.81% | New | 65,110 | $5.7M |
| Heck Capital Advisors, LLC | 0.43% | Add +26.9% | 65,098 | $5.7M |
| Bradley Foster & Sargent Inc. | 0.09% | Reduce -4.2% | 64,620 | $5.7M |
| CI Investments Inc. | 0.03% | No change | 64,617 | $5.7M |
| Amplius Wealth Advisors, LLC | 0.47% | Reduce -0.3% | 64,522 | $5.7M |
| Tiaa Trust, National Association | 0.35% | Reduce -90.9% | 64,498 | $5.7M |
| Altiora Financial Group, LLC | 0.94% | No change | 64,394 | $5.7M |
| Modera Wealth Management, LLC | 0.07% | Reduce -0.4% | 63,763 | $5.6M |
| Independent Advisor Alliance | 0.06% | Reduce -37.4% | 63,736 | $5.6M |
| Garde Capital, Inc. | 0.34% | Add +8.1% | 63,686 | $5.6M |
| Burns J W & Co. Inc. | 0.64% | Add +55.4% | 63,361 | $5.6M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4.23% | Reduce -0.3% | 63,309 | $5.6M |
| Advisory Alpha, LLC | 0.15% | Add +13.0% | 62,331 | $5.5M |
| Westover Capital Advisors, LLC | 1.01% | Reduce -1.8% | 62,005 | $5.5M |
| SGL Investment Advisors, Inc. | 2.05% | Add +3.1% | 60,866 | $5.4M |
| Ausdal Financial Partners, Inc. | 0.24% | Add +5.3% | 61,424 | $5.4M |
| BOK Financial Private Wealth, Inc. | 0.33% | Add +0.3% | 61,199 | $5.4M |
| One Capital Management, LLC | 0.15% | Reduce -5.4% | 60,863 | $5.4M |
| Per Stirling Capital Management, LLC. | 0.59% | Reduce -9.0% | 60,600 | $5.3M |
| Smith Thornton Advisors LLC | 2.68% | Reduce -0.6% | 60,366 | $5.3M |
| Nations Financial Group Inc, /Ia/ | 0.27% | Add +11.1% | 60,232 | $5.3M |
| Ridge Creek Global, Inc | 4.50% | Reduce -0.0% | 60,191 | $5.3M |
| Level Four Advisory Services, LLC | 0.17% | Reduce -3.9% | 59,619 | $5.3M |
| LYNX Capital Group Ltd. | 2.44% | Reduce -0.4% | 59,413 | $5.2M |
| Red Door Wealth Management, LLC | 0.54% | Add +6.1% | 59,395 | $5.2M |
| Firestone Capital Management | 1.09% | Reduce -4.6% | 59,128 | $5.2M |
| WESPAC Advisors SoCal, LLC | 1.11% | Add +885.9% | 59,124 | $5.2M |
| Allie Family Office LLC | 2.26% | Reduce -5.5% | 58,492 | $5.2M |
| Emerald Investment Advisers, LLC | 0.47% | — | 58,820 | $5.2M |
| Elevation Point Wealth Partners, LLC | 0.12% | Add +7.9% | 58,696 | $5.2M |
| Regions Financial Corp. | 0.03% | Reduce -15.1% | 58,355 | $5.1M |
| Insigneo Advisory Services, LLC | 0.36% | Add +9.5% | 57,114 | $5.0M |
| Sovran Advisors, LLC | 0.39% | Reduce -19.5% | 57,677 | $5.0M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Reduce -44.7% | 56,816 | $5.0M |
| Whittier Trust Co. | 0.06% | Reduce -11.8% | 56,945 | $5.0M |
| Snowden Capital Advisors LLC | 0.13% | Reduce -15.2% | 56,380 | $5.0M |
| Fidelis Capital Partners, LLC | 0.35% | Add +2.4% | 56,332 | $5.0M |
| Trademark Financial Management, LLC | 2.43% | Add +1.4% | 56,280 | $5.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.18% | Add +53.5% | 56,188 | $5.0M |
| Park Edge Advisors, LLC | 1.13% | Reduce -17.4% | 55,587 | $4.9M |
| HUB Investment Partners, LLC | 0.12% | Add +639.5% | 55,130 | $4.9M |
| FDx Advisors, Inc. | 1.53% | Reduce -17.2% | 54,486 | $4.8M |
| Thompson Siegel & Walmsley LLC | 0.08% | Reduce -0.2% | 54,393 | $4.8M |
| Banque Cantonale Vaudoise | 0.18% | Reduce -1.2% | 54,286 | $4.8M |
| Global Wealth Management, LLC | 2.59% | Add +7.8% | 53,966 | $4.8M |
| Avior Wealth Management, LLC | 0.13% | Add +15.3% | 53,797 | $4.7M |
| Elevated Financial Group LLC | 1.57% | Add +17.6% | 53,557 | $4.7M |
| Choate Investment Advisors | 0.09% | Add +35.8% | 53,409 | $4.7M |
| Rathbones Group PLC | 0.02% | Reduce -2.4% | 53,130 | $4.7M |
| Ameritas Advisory Services, LLC | 0.18% | Reduce -4.7% | 53,072 | $4.7M |
| Howland Capital Management LLC | 0.18% | Add +9.9% | 52,994 | $4.7M |
| Insight Wealth Partners, LLC | 1.88% | Reduce -42.5% | 52,747 | $4.7M |
| Keystone Financial Group | 0.32% | Reduce -48.2% | 52,609 | $4.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +22.9% | 52,404 | $4.6M |
| Keebeck Wealth Management | 0.52% | Add +20.4% | 52,403 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +90.8% | 51,950 | $4.6M |
| Wealth Watch Advisors, INC | 1.92% | Add +24.6% | 51,921 | $4.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.10% | Add +6.8% | 51,679 | $4.6M |
| Eq Wealth Advisors, LLC | 2.66% | Reduce -14.6% | 51,665 | $4.6M |
| Compagnie Lombard Odier SCmA | 0.06% | Add +20.1% | 51,370 | $4.5M |
| Stewardship Concepts Financial Services LLC | 3.54% | Reduce -2.7% | 51,317 | $4.5M |
| Mather Group, Llc. | 0.05% | Reduce -11.9% | 51,292 | $4.5M |
| Strathmore Capital Advisors, Inc. | 1.27% | Reduce -12.7% | 50,659 | $4.5M |
| Hilltop Holdings Inc. | 0.41% | Add +13.7% | 50,998 | $4.5M |
| Robinson Value Management, Ltd. | 2.50% | Reduce -14.9% | 50,918 | $4.5M |
| Valeo Financial Advisors, LLC | 0.11% | Add +30.9% | 50,669 | $4.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.54% | Reduce -2.0% | 50,493 | $4.5M |
| Alpha Zero LLC | 2.24% | Reduce -7.0% | 50,177 | $4.4M |
| Pettinga Financial Advisors LLC | 0.83% | Reduce -59.8% | 50,123 | $4.4M |
| Bellecapital International Ltd. | 0.79% | Add +4.1% | 49,959 | $4.4M |
| SteelPeak Wealth, LLC | 0.14% | Reduce -62.1% | 49,904 | $4.4M |
| Farrell Financial LLC | 2.62% | Reduce -1.1% | 49,772 | $4.4M |
| LifePlan Investment Advisors, Inc. | 1.72% | Reduce -28.5% | 49,567 | $4.4M |
| Tennessee Valley Asset Management Partners | 0.58% | Reduce -65.8% | 49,556 | $4.4M |
| M Holdings Securities, Inc. | 0.29% | Reduce -6.5% | 49,018 | $4.3M |
| Bryn Mawr Trust Advisors, LLC | 0.21% | Reduce -1.0% | 49,265 | $4.3M |
| Liberty Wealth Management LLC | 0.54% | Reduce -20.2% | 49,100 | $4.3M |
| Millennium Management | 0.00% | Reduce -41.1% | 48,820 | $4.3M |
| Shrier Wealth Management, LLC | 1.59% | Reduce -11.3% | 48,800 | $4.3M |
| Altman Advisors, Inc. | 1.78% | Reduce -20.6% | 64,000 | $4.3M |
| Kelly Financial Services LLC | 1.03% | Reduce -63.5% | 48,468 | $4.3M |
| Sanchez Gaunt Capital Management, LLC | 2.66% | — | 48,274 | $4.3M |
| Allstate Corp. | 0.05% | Add +150.3% | 48,252 | $4.3M |
| Principia Wealth Advisory, LLC | 2.41% | Reduce -11.7% | 48,287 | $4.3M |
| Bluedoor Private Wealth, LLC | 1.97% | Reduce -12.3% | 48,191 | $4.2M |
| Northside Capital Management, LLC | 0.37% | No change | 48,047 | $4.2M |
| Lynx Investment Advisory | 2.01% | Reduce -7.4% | 47,819 | $4.2M |
| Financial & Tax Architects, LLC | 0.93% | Reduce -4.9% | 47,530 | $4.2M |
| 2UniFi Bank | 2.02% | Reduce -7.9% | 47,417 | $4.2M |
| Midwest Capital Advisors, LLC | 1.95% | Reduce -57.4% | 47,263 | $4.2M |
| Savant Capital, LLC | 0.02% | Add +14.2% | 47,157 | $4.2M |
| Security Financial Services, INC. | 0.66% | Reduce -67.7% | 47,116 | $4.2M |
| Connective Portfolio Management, LLC | 11.23% | Reduce -24.2% | 47,029 | $4.1M |
| Bailard, Inc. | 0.10% | Add +0.5% | 46,963 | $4.1M |
| Boston Research & Management Inc. | 0.98% | Reduce -0.3% | 46,825 | $4.1M |
| NorthRock Partners, LLC | 0.07% | Reduce -62.6% | 46,777 | $4.1M |
| Patriot Investment Management Group, Inc. | 0.26% | No change | 46,769 | $4.1M |
| Dahring | Cusmano LLC | 2.53% | Reduce -6.0% | 46,646 | $4.1M |
| Stableford Capital II LLC | 1.53% | Reduce -50.6% | 46,587 | $4.1M |
| Wedbush Securities Inc. | 0.12% | Reduce -14.0% | 46,399 | $4.1M |
| Parkside Financial Bank & Trust | 0.31% | Add +46.0% | 46,325 | $4.1M |
| Towerpoint Wealth, LLC | 1.64% | Reduce -10.0% | 45,991 | $4.1M |
| Stone House Investment Management, LLC | 0.72% | Reduce -64.2% | 45,818 | $4.0M |
| Avalon Capital Management | 1.14% | Reduce -13.4% | 45,690 | $4.0M |
| BridgePort Financial Solutions, LLC | 1.12% | Reduce -23.7% | 44,884 | $4.0M |
| Beacon Financial Group | 0.39% | Reduce -55.8% | 44,755 | $3.9M |
| Patton Albertson Miller Group, LLC | 0.47% | Add +35.0% | 44,749 | $3.9M |
| Trek Financial, LLC | 0.21% | Reduce -74.0% | 44,414 | $3.9M |
| Eagle Strategies LLC | 0.47% | Reduce -14.0% | 44,328 | $3.9M |
| New Capital Management LP | 0.96% | Add +1262.7% | 44,289 | $3.9M |
| Arkansas Financial Group, Inc. | 0.54% | Add +7.2% | 43,766 | $3.9M |
| Gateway Wealth Partners, LLC | 0.15% | Add +87.7% | 44,105 | $3.9M |
| Vise Technologies, Inc. | 0.08% | No change | 47,674 | $3.9M |
| Perennial Advisors, LLC | 0.66% | New | 43,703 | $3.9M |
| Titleist Asset Management, LLC | 0.29% | Reduce -5.4% | 43,556 | $3.8M |
| Elyxium Wealth, LLC | 1.23% | Reduce -3.1% | 43,436 | $3.8M |
| Nearwater Capital Markets, Ltd | 0.09% | Reduce -1.6% | 43,400 | $3.8M |
| Red Mountain Financial, LLC | 3.60% | Reduce -2.4% | 43,332 | $3.8M |
| Crown Wealth Group, LLC | 1.12% | Add +38.5% | 43,172 | $3.8M |
| Tme Financial, Inc. | 2.63% | Reduce -10.4% | 43,002 | $3.8M |
| Courier Capital LLC | 0.21% | Reduce -10.5% | 42,659 | $3.8M |
| Uniting Wealth Partners, LLC | 0.80% | Add +1.1% | 42,615 | $3.8M |
| Amundi | 0.00% | Add +432.5% | 42,600 | $3.8M |
| Advyzon Investment Management, LLC | 0.34% | Reduce -44.0% | 42,538 | $3.8M |
| Independent Wealth Advisors LLC | 3.68% | Reduce -5.0% | 42,516 | $3.7M |
| Compass Financial Group, Inc. | 1.68% | Reduce -1.5% | 42,339 | $3.7M |
| Ascentis Independent Advisors | 0.28% | Add +83.9% | 42,200 | $3.7M |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2.92% | Reduce -23.6% | 42,000 | $3.7M |
| Apella Capital, LLC | 0.05% | Add +22.7% | 40,489 | $3.7M |
| Generation Capital Management LLC | 2.70% | Reduce -8.7% | 41,891 | $3.7M |
| Roundview Capital LLC | 0.23% | Add +1.9% | 41,666 | $3.7M |
| Highline Wealth Partners LLC | 0.94% | Reduce -2.5% | 41,459 | $3.7M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.42% | Reduce -57.4% | 41,487 | $3.7M |
| Veridan Wealth LLC | 1.36% | Add +0.6% | 40,889 | $3.6M |
| United Community Bank | 1.20% | Reduce -19.4% | 40,841 | $3.6M |
| Horst & Graben Wealth Management LLC | 0.49% | Reduce -26.4% | 40,863 | $3.6M |
| Focus Financial Network, Inc. | 0.13% | Add +17.0% | 40,752 | $3.6M |
| Pilgrim Partners Asia Pte Ltd | 1.51% | Add +51.3% | 40,690 | $3.6M |
| Eastern Bank | 0.06% | Add +13.7% | 40,639 | $3.6M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -34.5% | 40,622 | $3.6M |
| Independent Solutions Wealth Management, LLC | 0.53% | Reduce -53.0% | 40,613 | $3.6M |
| Strategic Investment Solutions, Inc. | 0.86% | Add +0.9% | 40,208 | $3.5M |
| Alaethes Wealth, LLC | 1.02% | Add +1.0% | 39,989 | $3.5M |
| Freestone Capital Holdings, LLC | 0.11% | Reduce -16.5% | 39,648 | $3.5M |
| North Dallas Bank & Trust Co. | 2.35% | Reduce -2.1% | 39,441 | $3.5M |
| Twelve Points Wealth Management LLC | 0.76% | Add +4.6% | 39,432 | $3.5M |
| HighPoint Advisor Group LLC | 0.14% | Reduce -2.0% | 38,836 | $3.4M |
| Trust Point Inc. | 0.29% | Reduce -0.3% | 38,330 | $3.4M |
| ONE Advisory Partners, LLC | 1.04% | Reduce -62.6% | 38,233 | $3.4M |
| Alhambra Investment Management LLC | 1.56% | Reduce -8.9% | 38,220 | $3.4M |
| Gould Asset Management LLC | 0.58% | Reduce -11.8% | 38,159 | $3.4M |
| Adkins Seale Capital Management LLC | 3.31% | Add +2.8% | 38,070 | $3.4M |
| NewSquare Capital LLC | 0.29% | Reduce -2.3% | 38,031 | $3.4M |
| Novak & Powell Financial Services, Inc. | 1.81% | Reduce 0.0% | 38,023 | $3.4M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +19.1% | 38,022 | $3.4M |
| Cushing Capital Partners, LLC | 2.57% | Reduce -26.7% | 37,984 | $3.3M |
| TSA Wealth Managment LLC | 1.08% | Reduce -49.9% | 37,913 | $3.3M |
| Centerline Wealth Advisors, LLC | 1.20% | Reduce -38.0% | 37,856 | $3.3M |
| Whitener Capital Management, Inc. | 0.76% | Reduce -0.0% | 37,624 | $3.3M |
| Unique Wealth, LLC | 0.46% | Reduce -30.2% | 37,606 | $3.3M |
| Synergy Investment Management, LLC | 1.08% | Reduce -40.1% | 37,516 | $3.3M |
| Perennial Investment Advisors, LLC | 0.26% | Reduce -41.6% | 37,466 | $3.3M |
| Advus Financial Partners, LLC | 0.82% | Add +4.3% | 37,274 | $3.3M |
| New Republic Capital, LLC | 1.10% | Add +26.4% | 37,176 | $3.3M |
| Walkner Condon Financial Advisors LLC | 0.43% | Reduce -2.8% | 37,154 | $3.3M |
| Arlington Trust Co LLC | 0.29% | No change | 36,756 | $3.2M |
| ASL Financial, LLC | 2.58% | Add +17.6% | 36,623 | $3.2M |
| Moneco Advisors, LLC | 0.25% | Add +1.4% | 36,200 | $3.2M |
| Sterling Capital Management LLC | 0.06% | No change | 36,196 | $3.2M |
| Composition Wealth, LLC | 0.04% | Add +22.5% | 36,140 | $3.2M |
| Buttonwood Financial Group, LLC | 1.95% | Reduce -65.6% | 36,039 | $3.2M |
| Bedminster, LLC | 2.96% | Reduce -22.9% | 36,027 | $3.2M |
| One Wealth Advisors, LLC | 0.40% | Reduce -22.2% | 36,009 | $3.2M |
| Systelligence, LLC | 0.61% | Reduce -61.6% | 35,457 | $3.1M |
| Wormser Freres Gestion | 2.24% | Add +14.4% | 35,220 | $3.1M |
| Valued Retirements, Inc. | 3.03% | No change | 35,201 | $3.1M |
| Sharp Wealth Advisory, LLC | 1.53% | Add +1.3% | 35,190 | $3.1M |
| Perkins Coie Trust Co | 0.60% | No change | 35,110 | $3.1M |
| Weil Company, Inc. | 0.69% | Reduce -4.5% | 35,102 | $3.1M |
| ShoreHaven Wealth Partners, LLC | 1.11% | Reduce -47.4% | 34,980 | $3.1M |
| PFG Advisors | 0.15% | Add +1.2% | 34,631 | $3.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +4.9% | 34,431 | $3.0M |
| Waldron Private Wealth LLC | 0.12% | Reduce -2.1% | 34,341 | $3.0M |
| Clearstead Advisors, LLC | 0.03% | Reduce -1.1% | 34,304 | $3.0M |
| Grant Street Asset Management, Inc. | 0.58% | Add +901.0% | 34,246 | $3.0M |
| Inlet Private Wealth, LLC | 0.77% | Reduce -12.0% | 34,242 | $3.0M |
| Cypress Wealth Services, LLC | 0.42% | Reduce -45.0% | 34,083 | $3.0M |
| Regal Investment Advisors LLC | 0.17% | Reduce -49.0% | 33,976 | $3.0M |
| Sagace Wealth Management LLC | 2.03% | Reduce -4.0% | 33,961 | $3.0M |
| Ofc Financial Planning, LLC | 2.92% | Reduce -1.2% | 33,728 | $3.0M |
| New England Private Wealth Advisors LLC | 0.34% | No change | 33,681 | $3.0M |
| Evergreen Capital Management LLC | 0.06% | Reduce -14.5% | 33,281 | $2.9M |
| Citizens National Bank Trust Department | 0.49% | Reduce -1.3% | 33,252 | $2.9M |
| ATX Financial Planning, LLC | 2.23% | Reduce -1.1% | 33,223 | $2.9M |
| Confluence Wealth Services, Inc. | 0.11% | Reduce -26.2% | 33,162 | $2.9M |
| Arete Wealth Advisors, LLC | 0.22% | Add +127.9% | 33,153 | $2.9M |
| PAX Financial Group, LLC | 0.50% | Reduce -49.7% | 33,102 | $2.9M |
| Five Pine Wealth Management | 1.81% | Reduce -4.2% | 33,020 | $2.9M |
| Oak Family Advisors, LLC | 0.89% | Add +0.5% | 32,784 | $2.9M |
| Sage Mountain Advisors LLC | 0.20% | No change | 32,753 | $2.9M |
| Strategic Financial Concepts, LLC | 0.71% | Add +10.6% | 32,698 | $2.9M |
| Kovack Advisors, Inc. | 0.15% | Reduce -60.7% | 32,450 | $2.9M |
| Centurion Wealth Management LLC | 0.65% | Reduce -11.2% | 32,559 | $2.9M |
| Cardiff Park Advisors, LLC | 0.23% | Add +3.2% | 32,370 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.17% | Reduce -7.7% | 32,123 | $2.8M |
| Flywheel Private Wealth LLC | 1.61% | Reduce -0.5% | 32,100 | $2.8M |
| Accredited Investor Services, LLC | 1.82% | Add +4.5% | 32,090 | $2.8M |
| Johnson Investment Counsel Inc. | 0.02% | New | 32,061 | $2.8M |
| Northstar Financial Companies, Inc. | 2.24% | Add +0.9% | 31,994 | $2.8M |
| Boyce & Associates Wealth Consulting, Inc. | 2.13% | Add +16.5% | 31,925 | $2.8M |
| Relyea Zuckerberg Hanson LLC | 0.28% | Add +1.0% | 31,820 | $2.8M |
| Bank Ozk | 0.99% | Reduce -4.0% | 31,777 | $2.8M |
| Regatta Capital Group, LLC | 0.42% | Add +16.8% | 31,592 | $2.8M |
| LOM Asset Management Ltd | 0.80% | No change | 31,500 | $2.8M |
| TBH Global Asset Management, LLC | 0.56% | Reduce -63.9% | 31,447 | $2.8M |
| Cathy Pareto & Associates, Inc. | 1.85% | Reduce -1.3% | 31,322 | $2.8M |
| Ancora Advisors LLC | 0.06% | Add +9.4% | 31,240 | $2.8M |
| Banco BTG Pactual S.A. | 0.54% | New | 31,220 | $2.8M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -12.4% | 31,065 | $2.7M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -6.7% | 31,027 | $2.7M |
| Ehrlich Financial Group | 1.57% | Reduce -44.2% | 30,958 | $2.7M |
| Verus Financial Partners, Inc. | 0.24% | No change | 30,161 | $2.7M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -7.1% | 30,821 | $2.7M |
| Green Ridge Wealth Planning LLC | 1.43% | Add +71.4% | 30,733 | $2.7M |
| Satovsky Asset Management LLC | 0.48% | Reduce -0.3% | 30,559 | $2.7M |
| J2 Capital Management Inc | 1.84% | Reduce -52.9% | 30,497 | $2.7M |
| HORAN Wealth, LLC | 0.26% | Add +94.3% | 30,471 | $2.7M |
| Mosley Wealth Management | 1.22% | Reduce -0.3% | 36,902 | $2.7M |
| Holistic Financial Partners | 0.99% | No change | 30,322 | $2.7M |
| Main Street Financial Solutions, LLC | 0.20% | Reduce -5.3% | 30,322 | $2.7M |
| Cowa, LLC | 0.78% | Reduce -27.9% | 30,264 | $2.7M |
| Americana Partners, LLC | 0.07% | Add +8.9% | 30,059 | $2.7M |
| Nvwm, LLC | 0.59% | Reduce -33.9% | 29,871 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +23.3% | 29,620 | $2.6M |
| 5T Wealth, LLC | 1.02% | Reduce -30.4% | 29,277 | $2.6M |
| Catalyst Investment Management LLC | 2.86% | Reduce -26.2% | 28,215 | $2.6M |
| Grand Central Investment Group | 1.90% | No change | 29,201 | $2.6M |
| Interchange Capital Partners, LLC | 0.81% | Reduce -30.6% | 43,470 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -14.5% | 29,011 | $2.6M |
| Kanawha Capital Management LLC | 0.18% | Add +16.3% | 28,763 | $2.5M |
| West Wealth Group, LLC | 0.50% | Reduce -62.0% | 28,749 | $2.5M |
| RFG Advisory, LLC | 0.05% | Reduce -34.1% | 28,693 | $2.5M |
| Azimuth Capital Investment Management LLC | 0.10% | Add +4.1% | 28,649 | $2.5M |
| Roger Wittlin Investment Advisory, LLC | 2.06% | Reduce -21.1% | 28,594 | $2.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.42% | New | 28,458 | $2.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.68% | Reduce -10.6% | 28,416 | $2.5M |
| Bayshore Capital Advisors, LLC | 1.06% | New | 28,370 | $2.5M |
| Sound View Wealth Advisors Group, LLC | 0.17% | No change | 28,358 | $2.5M |
| Sachetta, LLC | 1.35% | Reduce -0.1% | 28,338 | $2.5M |
| Simmons Bank | 0.17% | Add +35.9% | 28,095 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.2% | 28,004 | $2.5M |
| Courage Capital Management LLC | 3.49% | No change | 28,000 | $2.5M |
| Clear Retirement Advice LLC | 1.94% | Reduce -1.4% | 27,961 | $2.5M |
| Scarborough Advisors, LLC | 0.27% | New | 27,947 | $2.5M |
| Capital & Planning, LLC | 1.49% | New | 27,919 | $2.5M |
| IMC-Chicago, LLC | 0.04% | New | 27,860 | $2.5M |
| Florida Financial Advisors, LLC | 0.59% | Add +172.3% | 27,748 | $2.4M |
| Naviter Wealth, LLC | 0.30% | Reduce -3.2% | 27,491 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +58.7% | 27,393 | $2.4M |
| Ashton Thomas Securities, LLC | 0.30% | Reduce -18.9% | 27,305 | $2.4M |
| Silverlake Wealth Management LLC | 0.50% | Reduce -7.9% | 27,142 | $2.4M |
| Virtus Family Office LLC | 2.04% | Reduce -9.9% | 27,092 | $2.4M |
| BCGM Wealth Management, LLC | 0.60% | Reduce -61.5% | 27,086 | $2.4M |
| Clearstead Trust, LLC | 0.39% | Reduce -4.8% | 27,086 | $2.4M |
| Aureum Wealth Management, LLC | 1.66% | Add +16.3% | 27,066 | $2.4M |
| SCS Capital Management LLC | 0.03% | Reduce -0.7% | 26,982 | $2.4M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +0.2% | 26,970 | $2.4M |
| Bridgewealth Advisory Group, LLC | 0.49% | Reduce -23.6% | 26,950 | $2.4M |
| Uptick Partners, LLC | 0.47% | Add +47.5% | 26,889 | $2.4M |
| Davis Wealth Advisors, LLC | 1.97% | Reduce -24.1% | 26,848 | $2.4M |
| Nest Investments, LLC | 1.92% | Reduce -12.0% | 26,796 | $2.4M |
| Bleakley Financial Group, LLC | 0.04% | Add +0.8% | 26,793 | $2.4M |
| Vicus Capital | 0.17% | Reduce -21.1% | 26,754 | $2.4M |
| Venturi Wealth Management, LLC | 0.11% | Add +1.9% | 26,687 | $2.4M |
| Betterment LLC | 0.00% | Add +18.7% | 26,555 | $2.3M |
| Marks Group Wealth Management, Inc | 0.22% | Reduce -2.7% | 26,358 | $2.3M |
| Bradley & Co. Private Wealth Management, LLC | 1.22% | Add +9.3% | 26,253 | $2.3M |
| Silver Oak Securities, Incorporated | 0.17% | Add +8.4% | 26,231 | $2.3M |
| Csenge Advisory Group | 0.11% | Reduce -35.3% | 26,058 | $2.3M |
| Mosaic Family Wealth Partners, LLC | 0.23% | Add +14.4% | 26,009 | $2.3M |
| Ipsen Advisor Group LLC | 1.58% | Reduce -35.4% | 25,691 | $2.3M |
| Keystone Financial Services | 0.66% | Reduce -60.6% | 25,673 | $2.3M |
| Milestone Asset Management, LLC | 0.42% | Add +186.2% | 25,659 | $2.3M |
| TPG Advisors LLC | 1.41% | Reduce -16.0% | 25,592 | $2.3M |
| Greenhouse Wealth Management, LLC | 1.39% | Add +1.4% | 25,546 | $2.3M |
| WealthShield Partners, LLC | 0.25% | Reduce -40.3% | 25,514 | $2.2M |
| Columbus Macro, LLC | 0.24% | Reduce -5.2% | 25,277 | $2.2M |
| Riggs Asset Managment Co. Inc. | 0.46% | Reduce -13.0% | 25,221 | $2.2M |
| Moors & Cabot, Inc. | 0.09% | Reduce -20.1% | 25,124 | $2.2M |
| Glenmede Trust Co. NA | 0.01% | Reduce -25.0% | 25,068 | $2.2M |
| Beam Wealth Advisors, Inc. | 0.55% | Add +41.9% | 24,882 | $2.2M |
| Storen Legacy Partners, LLC | 0.69% | New | 24,845 | $2.2M |
| Glenview Trust Co | 0.03% | Add +66.5% | 24,824 | $2.2M |
| Petra Financial Advisors Inc. | 1.35% | Reduce -0.4% | 24,759 | $2.2M |
| January Capital Advisors LLC | 2.93% | — | 24,635 | $2.2M |
| TD Private Client Wealth LLC | 0.04% | Reduce -6.1% | 24,470 | $2.2M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -9.3% | 24,421 | $2.2M |
| Tudor Financial Inc. | 1.10% | Reduce -0.5% | 24,341 | $2.1M |
| Montis Financial, LLC | 0.44% | Reduce -0.2% | 24,339 | $2.1M |
| Outlook Wealth Advisors, LLC | 0.52% | Add +0.4% | 24,145 | $2.1M |
| Guidance Capital, Inc. | 0.48% | Reduce -37.5% | 24,797 | $2.1M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -78.8% | 23,928 | $2.1M |
| Values First Advisors, Inc. | 1.10% | Add +10.2% | 23,891 | $2.1M |
| Verity Asset Management, Inc. | 0.88% | Reduce -43.6% | 23,891 | $2.1M |
| WESPAC Advisors, LLC | 1.15% | Reduce -29.2% | 23,826 | $2.1M |
| Maimon Wealth Management LTD. | 1.84% | Reduce -13.1% | 24,725 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -73.7% | 24,517 | $2.1M |
| Endeavor Private Wealth, Inc. | 0.60% | Reduce -40.7% | 23,615 | $2.1M |
| Wealthgarden F.S. LLC | 1.42% | Reduce -11.2% | 23,545 | $2.1M |
| Arta Finance Wealth Management LLC | 1.02% | Add +36.3% | 23,440 | $2.1M |
| First PREMIER Bank | 0.48% | Reduce -0.1% | 23,401 | $2.1M |
| WealthBridge Capital Management, LLC | 0.47% | Reduce -6.9% | 23,390 | $2.1M |
| American Trust | 0.18% | Reduce -39.2% | 23,373 | $2.1M |
| First Manhattan Co. Llc. | 0.01% | Add +11.5% | 23,372 | $2.1M |
| Old National Bancorp | 0.03% | Add +2.1% | 23,359 | $2.1M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -22.6% | 23,250 | $2.0M |
| Hutchinson Capital Management | 0.37% | No change | 23,132 | $2.0M |
| 4J Wealth Management LLC | 1.16% | Reduce -28.5% | 23,088 | $2.0M |
| Claro Advisors Inc. | 0.24% | Reduce -46.6% | 23,029 | $2.0M |
| First Horizon Corp. | 0.08% | Reduce -10.9% | 23,011 | $2.0M |
| Intentional Wealth Strategies, LLC | 1.88% | — | 22,943 | $2.0M |
| Group One Trading LLC | 0.07% | New | 22,860 | $2.0M |
| J.Safra Asset Management Corp | 0.11% | No change | 22,571 | $2.0M |
| Capital Advisors Wealth Management, LLC | 0.27% | Reduce -21.5% | 22,497 | $2.0M |
| Sageworth Trust Co | 0.09% | No change | 22,496 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -34.0% | 22,478 | $2.0M |
| Philadelphia Investment Partners, LLC | 1.34% | — | 22,404 | $2.0M |
| Basecamp Wealth Advisors LLC | 0.40% | Reduce -4.6% | 22,091 | $1.9M |
| Ifrah Financial Services, Inc. | 0.51% | Reduce -3.7% | 22,058 | $1.9M |
| Brighton Jones LLC | 0.04% | New | 22,041 | $1.9M |
| Money Concepts Capital Corp. | 0.11% | Add +8.3% | 22,025 | $1.9M |
| Hudson Oak Wealth Advisory LLC | 1.69% | Add +3.5% | 22,007 | $1.9M |
| Macroview Investment Management LLC | 1.35% | Add +4.3% | 22,007 | $1.9M |
| Bison Wealth, LLC | 0.19% | Add +10.4% | 21,977 | $1.9M |
| Larson Financial Group LLC | 0.06% | Add +12.2% | 21,951 | $1.9M |
| Ridgeline Wealth Planning, LLC | 1.41% | Reduce -3.3% | 21,933 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +11.0% | 21,883 | $1.9M |
| Wealthspire Retirement, LLC | 0.12% | Add +6.8% | 21,848 | $1.9M |
| Embree Financial Group | 0.23% | Add +5.6% | 21,842 | $1.9M |
| Kilter Group LLC | 0.83% | Reduce -25.7% | 21,804 | $1.9M |
| Glen Eagle Advisors, LLC | 0.27% | Add +2642.1% | 21,800 | $1.9M |
| Terra Nova Asset Management LLC | 1.42% | No change | 21,766 | $1.9M |
| Noble Wealth Management PBC | 0.98% | Reduce -2.4% | 21,650 | $1.9M |
| Alterna Wealth Management, Inc. | 1.44% | Add +3.3% | 21,531 | $1.9M |
| Bank of Nova Scotia | 0.00% | No change | 21,481 | $1.9M |
| SlateStone Wealth, LLC | 0.16% | Reduce -4.8% | 21,438 | $1.9M |
| Rothschild Wealth LLC | 0.17% | Add +22.2% | 21,378 | $1.9M |
| Cadent Capital Advisors, LLC | 0.49% | Reduce -56.8% | 21,168 | $1.9M |
| Signaturefd, LLC | 0.03% | Reduce -12.2% | 21,158 | $1.9M |
| Invst, LLC | 0.21% | Reduce -63.3% | 21,101 | $1.9M |
| CM Wealth Advisors LLC | 0.39% | No change | 21,033 | $1.9M |
| Legacy Financial Group LLC | 0.23% | Reduce -59.9% | 20,928 | $1.8M |
| Ewa, LLC | 0.42% | Reduce -58.7% | 20,896 | $1.8M |
| Fortis Group Advisors, LLC | 0.30% | Reduce -66.8% | 21,148 | $1.8M |
| Sunesis Advisors, LLC | 0.83% | Reduce -26.1% | 20,828 | $1.8M |
| Sax Wealth Advisors, LLC | 0.09% | No change | 22,488 | $1.8M |
| Certuity, LLC | 0.12% | Reduce -1.1% | 20,667 | $1.8M |
| Strategic Wealth Partners, Ltd. | 0.13% | Reduce -6.7% | 20,632 | $1.8M |
| Westside Investment Management, Inc. | 0.28% | Add +10134.0% | 20,468 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.22% | Reduce -11.7% | 20,397 | $1.8M |
| PFG Investments, LLC | 0.08% | Reduce -37.7% | 20,365 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -29.4% | 20,276 | $1.8M |
| Narus Financial Partners, LLC | 0.47% | Add +0.4% | 20,224 | $1.8M |
| Archer Investment Management, LLC | 0.75% | Add +59.9% | 20,217 | $1.8M |
| Laurel Oak Wealth Management, LLC | 0.30% | Reduce -4.8% | 20,108 | $1.8M |
| Comprehensive Money Management Services LLC | 1.16% | Reduce -5.3% | 20,080 | $1.8M |
| AssuredPartners Investment Advisors, LLC | 0.19% | Reduce -83.5% | 20,167 | $1.8M |
| Avory & Company, LLC | 2.28% | No change | 20,000 | $1.8M |
| MCF Advisors LLC | 0.08% | Reduce -0.4% | 19,966 | $1.8M |
| Private Wealth Asset Management, LLC | 0.19% | Reduce -7.0% | 19,899 | $1.8M |
| Florida Trust Wealth Management Co | 0.05% | Add +1.4% | 19,791 | $1.7M |
| ETF Store, Inc. | 1.70% | Add +3.5% | 19,789 | $1.7M |
| Simplicity Wealth,LLC | 0.10% | Reduce -45.7% | 19,568 | $1.7M |
| J. R. Prunier Capital Management LLC | 0.73% | Add +0.8% | 19,505 | $1.7M |
| Western Wealth Management, LLC | 0.07% | Add +40.3% | 63,089 | $1.7M |
| First National Bank of Omaha | 0.05% | Reduce -12.6% | 20,093 | $1.7M |
| Empowered Funds, LLC | 0.01% | New | 19,262 | $1.7M |
| Port Capital LLC | 0.08% | No change | 19,250 | $1.7M |
| Jacobi Capital Management LLC | 0.09% | Reduce -0.5% | 19,231 | $1.7M |
| Addison Capital Co | 0.30% | New | 19,212 | $1.7M |
| FWL Investment Management, LLC | 0.37% | Reduce -23.5% | 19,090 | $1.7M |
| AlphaCore Capital LLC | 0.04% | Reduce -26.5% | 19,086 | $1.7M |
| Myecfo, LLC | 0.70% | Reduce -1.0% | 19,065 | $1.7M |
| Berger Financial Group, Inc | 0.09% | Add +11.8% | 19,052 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -7.6% | 18,879 | $1.7M |
| Alaska Wealth Advisors, LLC | 0.20% | Reduce -4.9% | 18,793 | $1.7M |
| Contango Wealth Management LLC | 1.94% | Add +136.0% | 18,787 | $1.7M |
| Cary Street Partners Financial LLC | 0.04% | Add +1.7% | 18,763 | $1.7M |
| Silvia McColl Wealth Management, LLC | 1.08% | Add +9.5% | 18,681 | $1.6M |
| Douglass Winthrop Advisors, LLC | 0.03% | No change | 18,680 | $1.6M |
| Jordan Park Trust Co LLC | 1.25% | No change | 18,651 | $1.6M |
| Principle Wealth Partners LLC | 0.09% | Add +0.4% | 18,644 | $1.6M |
| Forum Financial Management, LP | 0.02% | Reduce -14.8% | 18,535 | $1.6M |
| Polaris Investment Advisors, LLC | 1.19% | Reduce -38.3% | 18,528 | $1.6M |
| Blossom Wealth Management | 2.41% | Add +4.1% | 18,443 | $1.6M |
| First National Trust Co | 0.06% | Add +24.6% | 18,420 | $1.6M |
| Skyline Advisors, Inc. | 0.57% | New | 18,414 | $1.6M |
| Pinebridge Investments LLC | 0.01% | No change | 18,390 | $1.6M |
| Asempa Wealth Advisors | 1.41% | Add +3.9% | 18,051 | $1.6M |
| Ballew Advisors, Inc | 0.91% | No change | 18,035 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.18% | Reduce -3.4% | 18,151 | $1.6M |
| Shared Vision Wealth Group LLC | 0.65% | Reduce -51.3% | 18,089 | $1.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +5.8% | 18,371 | $1.6M |
| DMC Group, LLC | 1.08% | Reduce -5.5% | 18,070 | $1.6M |
| Transcend Capital Advisors, LLC | 0.13% | Add +0.5% | 18,047 | $1.6M |
| Bright Financial Advisors, Inc. | 0.73% | Add +2.4% | 17,962 | $1.6M |
| Interactive Financial Advisors, Inc. | 1.04% | Add +4.0% | 17,951 | $1.6M |
| Diversified Management Inc. | 0.27% | New | 17,940 | $1.6M |
| Butensky & Cohen Financial Security, Inc. | 0.42% | Add +28.6% | 17,931 | $1.6M |
| Brookwood Investment Group LLC | 0.20% | Add +2.3% | 17,926 | $1.6M |
| Fort Point Capital Partners LLC | 0.21% | Add +21.1% | 17,814 | $1.6M |
| Braun-Bostich & Associates Inc. | 0.98% | Reduce -40.0% | 17,813 | $1.6M |
| 5th Street Advisors, LLC | 0.68% | Add +10.9% | 17,786 | $1.6M |
| IPG Investment Advisors LLC | 0.27% | Add +8.1% | 17,747 | $1.6M |
| Private Trust Co. NA | 0.14% | Reduce -20.6% | 16,587 | $1.6M |
| Wealth Management Associates, Inc. | 0.54% | Reduce -0.5% | 17,678 | $1.6M |
| Novem Group | 0.18% | Add +2.6% | 17,655 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Add +1.4% | 17,449 | $1.5M |
| Bay Harbor Wealth Management, LLC | 0.40% | Reduce -68.4% | 17,415 | $1.5M |
| S.A. Mason LLC | 0.57% | Reduce -0.2% | 17,372 | $1.5M |
| Diversified Trust Co. | 0.03% | Add +0.6% | 17,361 | $1.5M |
| Mirador Capital Partners LP | 0.22% | Add +9.6% | 17,305 | $1.5M |
| Hamilton Capital, LLC | 0.08% | Reduce -3.7% | 17,279 | $1.5M |
| S&co Inc. | 0.09% | No change | 17,174 | $1.5M |
| Mraz, Amerine & Associates, Inc. | 0.22% | Reduce -3.3% | 17,154 | $1.5M |
| Integrated Advisors Network LLC | 0.08% | Reduce -65.6% | 17,148 | $1.5M |
| Brooklyn Investment Group | 0.05% | Add +17.6% | 17,021 | $1.5M |
| Maia Wealth LLC | 0.25% | Reduce -6.0% | 17,003 | $1.5M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.07% | Add +3.3% | 16,917 | $1.5M |
| Essex Financial Services, Inc. | 0.08% | Add +10.3% | 16,727 | $1.5M |
| Ibex Wealth Advisors | 0.14% | Reduce -9.3% | 16,643 | $1.5M |
| Evermay Wealth Management LLC | 0.16% | Reduce -0.4% | 16,608 | $1.5M |
| Monograph Wealth Advisors, LLC | 0.14% | Reduce -19.1% | 16,561 | $1.5M |
| SigFig Wealth Management, LLC | 0.04% | Reduce -62.3% | 16,560 | $1.5M |
| Curated Wealth Partners LLC | 0.18% | No change | 16,522 | $1.5M |
| Atala Financial Inc | 0.98% | No change | 16,262 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.8% | 16,393 | $1.4M |
| Ellis Investment Partners, LLC | 0.25% | Add +0.1% | 16,362 | $1.4M |
| Keystone Wealth Services, LLC | 0.31% | Reduce -27.0% | 16,335 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -5.0% | 16,299 | $1.4M |
| Alexander Labrunerie & Co., Inc. | 0.54% | Add +384.7% | 16,241 | $1.4M |
| Clarion Wealth Managment Partners, LLC | 1.29% | Reduce -8.4% | 16,188 | $1.4M |
| FFG Partners, LLC | 0.56% | Reduce -6.7% | 16,158 | $1.4M |
| Independent Wealth Network Inc. | 0.42% | Reduce -7.1% | 15,982 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Reduce -1.4% | 15,981 | $1.4M |
| Swisher Financial Concepts, Inc. | 0.78% | Add +12.9% | 15,883 | $1.4M |
| Frankly Finances, LLC | 1.27% | No change | 15,868 | $1.4M |
| Sheets Smith Wealth Management | 0.16% | Reduce -9.9% | 15,779 | $1.4M |
| TRB Wealth Management, LLC | 0.20% | — | 15,675 | $1.4M |
| Cobblestone Asset Management LLC | 0.62% | Reduce -66.9% | 15,660 | $1.4M |
| Klingman & Associates, LLC | 0.07% | Add +147.2% | 15,608 | $1.4M |
| Central Bank & Trust Co. | 0.22% | Reduce -0.6% | 15,571 | $1.4M |
| Cascade Financial Partners, LLC | 0.14% | No change | 15,492 | $1.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.3% | 15,492 | $1.4M |
| ERn Financial, LLC | 0.26% | Reduce -12.4% | 15,478 | $1.4M |
| Verus Capital Partners, LLC | 0.09% | Reduce -16.1% | 15,385 | $1.4M |
| Simon Quick Advisors, LLC | 0.06% | Add +23.2% | 15,370 | $1.4M |
| Provenance Wealth Advisors, LLC | 0.14% | Add +1.9% | 15,344 | $1.4M |
| Banco Santander, S.A. | 0.01% | No change | 15,300 | $1.3M |
| Andrews Advisory Associates, LLC | 0.71% | Reduce -8.4% | 15,290 | $1.3M |
| Northcape Wealth Management, LLC | 0.37% | No change | 15,246 | $1.3M |
| Tarbox Family Office, Inc. | 0.22% | No change | 15,077 | $1.3M |
| Foguth Wealth Management, LLC. | 0.15% | Add +1.6% | 15,544 | $1.3M |
| Nwam LLC | 0.08% | Reduce -6.9% | 15,009 | $1.3M |
| Guardian Partners Inc. | 0.11% | Reduce -50.0% | 15,000 | $1.3M |
| Nova Wealth Management, Inc. | 0.86% | Reduce -0.4% | 14,968 | $1.3M |
| Greenspring Advisors, LLC | 0.08% | No change | 14,884 | $1.3M |
| Vident Advisory, LLC | 0.01% | Reduce -35.7% | 14,872 | $1.3M |
| Wealthstar Advisors, LLC | 0.78% | Add +2.8% | 14,834 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.31% | Reduce -4.9% | 14,780 | $1.3M |
| Trustmark Bank Trust Department | 0.08% | Add +0.7% | 14,760 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.33% | Reduce -52.0% | 14,729 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -2.4% | 14,722 | $1.3M |
| Aberdeen Wealth Management LLC | 0.59% | No change | 14,712 | $1.3M |
| Rebalance, LLC | 0.08% | No change | 14,709 | $1.3M |
| Drive Wealth Management, LLC | 0.27% | Add +10.8% | 14,681 | $1.3M |
| Landing Point Financial Group, LLC | 0.62% | Add +4.6% | 14,544 | $1.3M |
| Auxano Advisors, LLC | 0.25% | Reduce -13.2% | 14,460 | $1.3M |
| Strengthening Families & Communities, LLC | 0.32% | New | 14,457 | $1.3M |
| Marmo Financial Group, LLC | 0.63% | No change | 14,344 | $1.3M |
| MBL Wealth, LLC | 0.10% | Add +26.6% | 14,300 | $1.3M |
| Cooke Wealth Management, LLC | 1.12% | Reduce -11.7% | 14,288 | $1.3M |
| Keel Point, LLC | 0.08% | Add +30.1% | 14,233 | $1.3M |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -0.7% | 14,231 | $1.3M |
| NWF Advisory Services Inc. | 0.14% | Reduce -13.2% | 14,216 | $1.3M |
| KCM Investment Advisors LLC | 0.04% | Reduce -3.4% | 14,129 | $1.2M |
| May Hill Capital, LLC | 0.31% | Reduce -54.5% | 14,101 | $1.2M |
| Smartleaf Asset Management LLC | 0.04% | Add +82.7% | 14,627 | $1.2M |
| True Vision MN LLC | 0.64% | Reduce -61.9% | 14,044 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.11% | No change | 14,006 | $1.2M |
| First Bank & Trust | 0.20% | Add +3.2% | 13,985 | $1.2M |
| Resolute Wealth Advisor, Inc. | 0.70% | — | 13,904 | $1.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -14.2% | 13,839 | $1.2M |
| Compass Wealth Management, LLC | 0.52% | Reduce -6.1% | 13,838 | $1.2M |
| MainStreet Investment Advisors LLC | 0.18% | Reduce -4.2% | 13,822 | $1.2M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +34.8% | 13,662 | $1.2M |
| Alpha Financial Partners LLC | 0.71% | Add +4.9% | 13,595 | $1.2M |
| Pachira Investments Inc. | 0.56% | Add +132.6% | 13,580 | $1.2M |
| Blue Fin Capital, Inc. | 0.20% | Reduce -12.0% | 13,554 | $1.2M |
| American National Bank & Trust | 0.11% | Reduce -0.1% | 13,441 | $1.2M |
| Cedar Wealth Management, LLC | 0.34% | No change | 13,365 | $1.2M |
| Angeles Wealth Management, LLC | 0.06% | Add +2.6% | 13,334 | $1.2M |
| PDS Planning, Inc | 0.08% | Add +0.2% | 13,301 | $1.2M |
| Maridea Wealth Management LLC | 0.17% | Add +4.6% | 13,141 | $1.2M |
| AA Financial Advisors, LLC | 0.16% | Reduce -30.1% | 13,043 | $1.1M |
| Community Bank, N.A. | 0.14% | Reduce -13.2% | 13,044 | $1.1M |
| Obermeyer Wealth Partners | 0.05% | Reduce -0.1% | 13,029 | $1.1M |
| Mill Capital Management, LLC | 0.09% | No change | 12,994 | $1.1M |
| TopTier Wealth Management, LLC | 0.70% | No change | 12,988 | $1.1M |
| Itau Unibanco Holding S.A. | 0.03% | Add +189.5% | 12,923 | $1.1M |
| Wedmont Private Capital | 0.04% | Reduce -10.4% | 12,732 | $1.1M |
| Davis R M Inc. | 0.02% | Reduce -4.1% | 12,833 | $1.1M |
| Grey Ledge Advisors, LLC | 0.26% | Add +0.1% | 12,823 | $1.1M |
| ICONIQ Capital, LLC | 0.03% | No change | 12,819 | $1.1M |
| CJM Wealth Advisers, Ltd. | 0.34% | Add +29.3% | 12,814 | $1.1M |
| A4 Wealth Advisors LLC | 0.94% | Reduce -37.0% | 12,814 | $1.1M |
| Sharper & Granite LLC | 0.39% | Reduce -12.6% | 12,805 | $1.1M |
| McAdam, LLC | 0.05% | Add +16.4% | 12,784 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.22% | No change | 12,757 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +0.4% | 12,716 | $1.1M |
| Hanson & Doremus Investment Management | 0.13% | Reduce -1.4% | 12,656 | $1.1M |
| JTC Employer Solutions Trustee Ltd | 0.09% | No change | 12,632 | $1.1M |
| Forum Finance Group S.A. | 0.60% | — | 15,762 | $1.1M |
| Muirfield Wealth Advisors LLC | 0.81% | Add +4.2% | 12,555 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -38.9% | 12,553 | $1.1M |
| Continuum Advisory, LLC | 0.11% | Reduce -9.7% | 12,553 | $1.1M |
| Spectrum Planning & Advisory Services Inc. | 0.55% | Reduce -60.1% | 12,537 | $1.1M |
| Ameliora Wealth Management Ltd. | 0.35% | No change | 12,500 | $1.1M |
| Boston Family Office LLC | 0.07% | Add +47.5% | 12,420 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | Reduce -27.0% | 12,376 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.6% | 12,338 | $1.1M |
| JT Stratford LLC | 0.14% | Reduce -19.4% | 12,247 | $1.1M |
| Curi Capital, LLC | 0.02% | Add +0.8% | 12,243 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Reduce -36.8% | 12,222 | $1.1M |
| Center For Asset Management LLC | 0.53% | Reduce -29.8% | 12,175 | $1.1M |
| Riverbend Wealth Management, LLC | 0.66% | Add +0.4% | 12,116 | $1.1M |
| GLR Partners, LLC | 0.58% | — | 11,970 | $1.1M |
| Colony Family Offices, LLC | 0.26% | No change | 11,820 | $1.0M |
| Magnolia Capital Advisors LLC | 0.20% | Add +0.2% | 11,818 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Add +2.6% | 11,783 | $1.0M |
| Range Advisory, LLC | 0.19% | Add +14.3% | 11,771 | $1.0M |
| Graham Capital Wealth Management, LLC | 0.92% | Reduce -2.3% | 11,758 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.38% | Reduce -20.5% | 11,691 | $1.0M |
| Exchange Bank | 0.71% | Add +16.9% | 11,677 | $1.0M |
| Hancock Whitney Corp. | 0.02% | No change | 11,787 | $1.0M |
| Hobbs Group Advisors, LLC | 0.31% | Reduce -17.7% | 11,576 | $1.0M |
| Sheridan Capital Management, LLC | 0.54% | Reduce -48.9% | 11,573 | $1.0M |
| Greenleaf Trust | 0.01% | Add +33.8% | 11,555 | $1.0M |
| Cornerstone Planning Group LLC | 0.14% | Reduce -51.0% | 11,849 | $1.0M |
| Beacon Financial Advisory LLC | 0.23% | Reduce -11.1% | 11,482 | $1.0M |
| Hirtle & Co., LLC | 0.04% | No change | 11,452 | $1.0M |
| Werba Rubin Papier Wealth Management | 0.14% | No change | 11,443 | $1.0M |
| Lantz Financial LLC | 0.21% | Reduce -31.0% | 11,396 | $1.0M |
| Global Financial Private Client, LLC | 0.32% | Reduce -5.4% | 11,242 | $991K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.08% | Reduce -2.2% | 11,197 | $987K |
| Wisconsin Capital Management LLC | 0.54% | Add +2.8% | 11,140 | $982K |
| Bogart Wealth, LLC | 0.04% | No change | 11,083 | $977K |
| North Forty Two & Co. | 0.90% | Add +0.5% | 11,054 | $975K |
| RCW Management, LLC | 1.00% | Reduce -6.9% | 11,020 | $972K |
| OneAscent Financial Services LLC | 0.05% | Add +6.8% | 11,009 | $971K |
| Advisor Resource Council | 0.38% | Add +0.0% | 10,977 | $968K |
| One Wealth Capital Management, LLC | 0.42% | Reduce -64.5% | 11,186 | $967K |
| Rainier Family Wealth Inc. | 0.65% | New | 10,957 | $966K |
| Jamison Private Wealth Management, Inc. | 0.12% | No change | 10,954 | $966K |
| Summit Wealth Partners, LLC | 0.15% | Add +69.9% | 10,900 | $961K |
| Swmg, LLC | 0.27% | Reduce -53.5% | 10,823 | $954K |
| Riverpoint Wealth Management Holdings, LLC | 0.20% | Reduce -16.3% | 10,779 | $950K |
| Colonial Trust Co / SC | 0.13% | Reduce -1.9% | 10,768 | $949K |
| Arrowroot Family Office, LLC | 0.31% | Reduce -1.9% | 10,742 | $947K |
| Private Client Services, LLC | 0.28% | Add +3.1% | 10,680 | $942K |
| Birch Hill Investment Advisors LLC | 0.04% | Add +10.4% | 10,652 | $939K |
| South Shore Capital Advisors | 0.68% | Add +0.6% | 10,624 | $937K |
| Texas Yale Capital Corp. | 0.03% | No change | 10,600 | $934K |
| Quantum Portfolio Management LLC | 0.41% | Add +4.8% | 10,594 | $934K |
| Urban Wealth Management, LLC | 0.95% | No change | 10,557 | $931K |
| Evolution Wealth Advisors, LLC | 0.09% | Add +18.3% | 10,497 | $925K |
| Belpointe Asset Management LLC | 0.03% | Reduce -14.8% | 10,494 | $925K |
| Optivise Advisory Services LLC | 0.56% | Reduce -8.1% | 10,441 | $921K |
| Sovereign Financial Group, Inc. | 0.16% | Reduce -43.3% | 10,424 | $919K |
| Appleton Partners Inc. | 0.06% | Reduce -1.2% | 10,392 | $916K |
| Kornitzer Capital Management Inc. | 0.02% | Reduce -11.3% | 10,379 | $915K |
| Phoenix Wealth Advisors | 0.36% | Reduce -3.2% | 10,337 | $911K |
| BXM Wealth LLC | 0.70% | No change | 10,300 | $908K |
| Pinnacle Bancorp, Inc. | 0.27% | No change | 10,294 | $908K |
| First Growth Capital LLC | 0.82% | Reduce -8.9% | 10,110 | $907K |
| Sentinel Pension Advisors, LLC | 0.13% | Reduce -0.2% | 10,241 | $903K |
| Greykasell Wealth Strategies, Inc. | 0.36% | No change | 10,240 | $903K |
| Valmark Advisers, Inc. | 0.01% | Add +3.1% | 10,160 | $896K |
| Inspirion Wealth Advisors, LLC | 0.11% | No change | 10,153 | $895K |
| Essex Bank | 0.20% | Reduce -5.4% | 10,126 | $893K |
| LVW Advisors, LLC | 0.09% | New | 10,120 | $892K |
| Blue Chip Partners, LLC | 0.06% | Reduce -2.5% | 10,116 | $892K |
| DGS Capital Management, LLC | 0.15% | Add +38.9% | 10,073 | $888K |
| Pennington Partners & Co., LLC | 0.30% | No change | 10,062 | $887K |
| Crestwood Advisors Group, LLC | 0.01% | Add +12.0% | 10,055 | $886K |
| Fairvoy Private Wealth, LLC | 0.21% | Reduce -12.6% | 10,046 | $886K |
| Hengehold Capital Management LLC | 0.08% | No change | 10,000 | $882K |
| Disciplined Investors, L.L.C. | 0.51% | Add +13.7% | 9,775 | $862K |
| Benjamin Edwards Inc. | 0.01% | Reduce -42.1% | 9,775 | $862K |
| Advisory Advocates, LLC | 0.88% | Reduce -12.8% | 9,736 | $858K |
| Frank, Rimerman Advisors LLC | 0.06% | No change | 9,729 | $858K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -4.5% | 9,717 | $857K |
| Intrua Financial, LLC | 0.09% | Reduce -60.2% | 9,712 | $856K |
| Town Capital LLC | 0.69% | Reduce -47.8% | 9,689 | $854K |
| EPG Wealth Management LLC | 0.23% | No change | 9,670 | $853K |
| Compass Financial Group, Inc. (Ohio) | 0.62% | Add +26.9% | 9,661 | $852K |
| Entelevest, LLC | 0.88% | Add +22.1% | 9,654 | $851K |
| GWN Securities Inc. | 0.16% | Reduce -7.1% | 9,630 | $849K |
| Black Diamond Financial, LLC | 0.09% | Add +1.1% | 9,605 | $847K |
| 17 Capital Partners, LLC | 0.44% | Add +20.4% | 9,579 | $844K |
| HBK Sorce Advisory LLC | 0.02% | Add +22.8% | 9,473 | $842K |
| Benchmark Financial Wealth Advisors, LLC | 0.23% | New | 9,548 | $842K |
| Fisher Asset Management | 0.00% | Reduce -7.4% | 9,511 | $839K |
| Councilor Wealth, LLC | 0.40% | Add +0.8% | 9,452 | $833K |
| United Asset Strategies, Inc. | 0.07% | Add +11.1% | 9,438 | $832K |
| KKM Financial LLC | 0.15% | No change | 10,243 | $831K |
| Cozad Asset Management Inc. | 0.07% | Reduce -0.7% | 9,419 | $830K |
| Golden State Wealth Management, LLC | 0.09% | Add +37.6% | 9,398 | $829K |
| Staley Capital Advisers Inc. | 0.04% | Reduce -1.1% | 9,376 | $827K |
| Advance Capital Management, Inc. | 0.03% | Add +3.0% | 9,360 | $825K |
| Aureus Asset Management, LLC | 0.05% | Add +242.1% | 9,322 | $822K |
| Atlatl Advisers LLC | 0.61% | Reduce -42.2% | 9,276 | $818K |
| BKM Wealth Management, LLC | 0.30% | Reduce -0.4% | 9,267 | $817K |
| Towne Trust Company, N.A | 0.26% | Reduce -4.6% | 9,250 | $815K |
| Aspiriant, LLC | 0.02% | No change | 9,239 | $815K |
| Henderson Brothers Financial Partners, LLC | 0.21% | — | 9,226 | $813K |
| Doliver Advisors, LP | 0.18% | Reduce -7.2% | 9,215 | $812K |
| Proathlete Wealth Management LLC | 0.22% | Add +230.7% | 9,169 | $808K |
| Kingsbury Capital Investment Advisors LLC | 0.76% | — | 9,142 | $806K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -48.0% | 9,129 | $805K |
| SFE Investment Counsel | 0.13% | Reduce -4.3% | 9,124 | $804K |
| BTC Capital Management, Inc. | 0.05% | Add +133.9% | 9,123 | $804K |
| Barnes Wealth Management Group, Inc | 0.41% | Reduce -54.9% | 9,063 | $799K |
| Curtis Wealth Management LLC | 0.75% | Reduce -42.1% | 9,026 | $796K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -17.1% | 9,022 | $795K |
| Magnus Financial Group LLC | 0.06% | Add +38.9% | 9,006 | $794K |
| TCFG Wealth Management, LLC | 0.30% | Reduce -1.1% | 9,000 | $793K |
| TCFG Investment Advisors, LLC | 0.30% | — | 9,000 | $793K |
| Financial Gravity Asset Management, Inc. | 0.14% | New | 9,000 | $793K |
| Brandywine Oak Private Wealth LLC | 0.07% | Reduce -0.9% | 9,000 | $793K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -36.3% | 8,998 | $793K |
| Ingalls & Snyder LLC | 0.03% | Add +15.5% | 8,998 | $793K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +3.6% | 8,967 | $791K |
| Nilsine Partners, LLC | 0.06% | No change | 8,973 | $790K |
| Three Cord True Wealth Management, LLC | 0.44% | Add +1.3% | 8,956 | $790K |
| High Point Wealth Management, LLC | 0.77% | Add +103.6% | 8,847 | $780K |
| Hoxton Planning & Management, LLC | 0.23% | Reduce -60.2% | 8,786 | $775K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +218.4% | 8,755 | $772K |
| Integrity Alliance, Llc. | 0.03% | Reduce -35.7% | 8,691 | $766K |
| Diesslin Group, Inc. | 0.34% | Reduce -28.1% | 8,664 | $764K |
| Trivium Point Advisory, LLC | 0.14% | Reduce -25.3% | 8,640 | $762K |
| Beckerman Institutional, LLC | 0.40% | Reduce -3.7% | 8,639 | $762K |
| Benchmark Investment Advisors LLC | 0.44% | — | 8,630 | $761K |
| Astoria Portfolio Advisors LLC. | 0.16% | No change | 8,638 | $761K |
| Patten & Patten Inc. | 0.05% | Reduce -7.0% | 8,575 | $756K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 8,566 | $755K |
| Compass Ion Advisors, LLC | 0.07% | Add +2.7% | 8,520 | $751K |
| First Nebraska Trust Co | 0.07% | No change | 8,500 | $749K |
| Capital Planning Advisors, LLC | 0.11% | No change | 8,464 | $746K |
| COFG Advisors, LLC | 0.18% | Add +3.3% | 8,415 | $742K |
| Fiduciary Alliance LLC | 0.04% | Add +79.3% | 8,201 | $740K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -20.1% | 8,375 | $738K |
| Winch Advisory Services, LLC | 0.17% | Reduce -1.2% | 8,275 | $730K |
| Berkeley Capital Partners, LLC | 0.17% | Reduce -2.4% | 8,269 | $729K |
| FSM Wealth Advisors, LLC | 0.09% | No change | 8,256 | $728K |
| Madson Wealth Advisors Inc | 0.60% | — | 8,226 | $725K |
| Moment Partners, LLC | 0.13% | New | 8,225 | $725K |
| Schmidt P J Investment Management Inc. | 0.12% | Reduce -12.3% | 8,212 | $724K |
| TCW Group Inc. | 0.01% | Add +7.9% | 8,195 | $722K |
| Index Technologies Group LLC | 0.78% | Add +4.1% | 8,168 | $720K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -0.7% | 8,157 | $719K |
| SVB Wealth LLC | 0.05% | No change | 8,152 | $719K |
| Sterling Investment Advisors LLC | 0.34% | Reduce -0.1% | 8,061 | $711K |
| SWP Financial LLC | 0.36% | Reduce -71.4% | 8,059 | $710K |
| Viewpoint Capital Management LLC | 0.33% | Reduce -2.4% | 8,049 | $710K |
| Atlas Wealth Partners, LLC | 0.73% | Reduce -0.2% | 8,031 | $708K |
| IFC & Insurance Marketing, Inc. | 0.74% | Add +11.6% | 8,010 | $706K |
| Quantify Chaos Advisors, LLC | 2.19% | No change | 7,976 | $703K |
| Integrated Investment Consultants, LLC | 0.15% | Reduce -6.5% | 7,972 | $703K |
| Financial Partners Group, Inc | 0.08% | Add +18.6% | 7,963 | $702K |
| Colter Lewis Investment Partners LLC | 0.66% | Add +118.0% | 7,946 | $701K |
| Regimen Wealth, LLC | 0.20% | Reduce -11.6% | 7,922 | $698K |
| Visionary Wealth Advisors | 0.03% | Add +3.2% | 7,905 | $697K |
| Lakeridge Wealth Management LLC | 0.30% | Reduce -1.7% | 7,856 | $693K |
| Farmers Trust Co. | 0.11% | Reduce -5.3% | 7,839 | $691K |
| Stegent Equity Advisors, Inc. | 0.59% | No change | 7,832 | $690K |
| Facet Wealth, Inc. | 0.01% | Add +45.4% | 7,827 | $690K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -9.8% | 7,815 | $689K |
| Cynosure Group, LLC | 0.09% | No change | 7,814 | $689K |
| Whalerock Point Partners, LLC | 0.14% | No change | 7,811 | $689K |
| Thompson David Blair | 0.39% | Reduce -4.6% | 7,805 | $688K |
| Davies Financial Advisors, Inc. | 6.30% | Reduce -69.7% | 7,797 | $687K |
| McAlvany Wealth Management LLC | 0.46% | Reduce -0.1% | 8,087 | $687K |
| Tacita Capital Inc | 0.41% | No change | 7,777 | $686K |
| Euro Pacific Asset Management, LLC | 0.07% | Reduce -28.0% | 7,752 | $683K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Add +3.2% | 7,769 | $682K |
| XTX Topco Ltd | 0.01% | New | 7,716 | $680K |
| Clearbridge Investments, LLC | 0.00% | No change | 7,701 | $679K |
| Sound Income Strategies, LLC | 0.03% | Reduce -6.6% | 7,534 | $676K |
| World Equity Group, Inc. | 0.17% | Reduce -25.5% | 7,612 | $671K |
| WealthCollab, LLC | 0.28% | Add +4.4% | 7,600 | $670K |
| Capital Squared Financial LLC | 0.51% | Reduce -7.9% | 7,534 | $664K |
| Armbruster Capital Management, Inc. | 0.11% | Reduce -18.6% | 7,525 | $663K |
| Strategic Wealth Advisors LLC | 0.53% | Reduce -5.7% | 7,524 | $663K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | Reduce -21.7% | 7,512 | $662K |
| Arrien Investments, Inc. | 0.36% | No change | 7,500 | $661K |
| Net Worth Advisory Group | 0.14% | Reduce -21.4% | 7,460 | $658K |
| Schrum Private Wealth Management LLC | 0.50% | No change | 7,450 | $657K |
| BLB&B Advisors, LLC | 0.03% | Add +14.7% | 7,434 | $655K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -4.2% | 7,408 | $653K |
| Durante & Waters, LLC | 0.47% | No change | 7,380 | $651K |
| Strategies Wealth Advisors, LLC | 0.07% | Add +111.7% | 7,380 | $651K |
| Calton & Associates, Inc. | 0.09% | Add +9.9% | 7,368 | $650K |
| International Assets Investment Management, LLC | 0.05% | Reduce -22.8% | 7,237 | $649K |
| Soltis Investment Advisors LLC | 0.04% | Add +1.3% | 7,323 | $646K |
| Indiana Trust & Investment Management Co | 0.20% | Add +6.1% | 7,307 | $644K |
| Pacific Excel Wealth Advisors, Inc. | 0.67% | Add +18.6% | 7,252 | $639K |
| Leigh Baldwin & Co., LLC | 0.41% | Add +9.6% | 7,240 | $638K |
| Journey Advisory Group, LLC | 0.05% | Reduce -0.6% | 7,235 | $638K |
| Petersen Hastings Wealth Advisors Inc. | 0.06% | Reduce -13.7% | 7,220 | $637K |
| XML Financial, LLC | 0.05% | Reduce -19.7% | 7,182 | $633K |
| Retirement Income Solutions, Inc. | 0.11% | Add +126.3% | 7,179 | $633K |
| Kestra Investment Management, LLC | 0.01% | Add +40.7% | 7,171 | $632K |
| First City Capital Management, Inc. | 0.33% | Reduce -0.8% | 7,133 | $629K |
| CGN Advisors LLC | 0.05% | Add +1.3% | 7,129 | $628K |
| Flagstar Securities, Inc. | 0.23% | Reduce -16.8% | 7,121 | $628K |
| Solidarity Wealth, LLC | 0.12% | No change | 7,087 | $625K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 7,036 | $620K |
| Pullen Investment Management, LLC | 0.31% | Add +0.5% | 7,030 | $620K |
| Lake Street Private Wealth, LLC | 0.08% | Reduce -0.8% | 7,013 | $618K |
| Strategy Asset Managers LLC | 0.10% | Add +4.8% | 7,009 | $618K |
| IKE Capital, LLC | 0.35% | No change | 7,000 | $617K |
| WBH Advisory Inc. | 0.05% | Reduce -8.8% | 6,879 | $617K |
| Midwest Financial Group LLC | 0.26% | Add +23.0% | 6,997 | $617K |
| Personal Cfo Solutions, LLC | 0.09% | New | 6,997 | $617K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Reduce -20.2% | 6,997 | $617K |
| Nemes Rush Group LLC | 0.06% | Add +0.0% | 6,983 | $616K |
| Marble Wealth, LLC | 0.11% | Reduce -75.3% | 6,957 | $613K |
| Lantern Wealth Advisors, LLC | 0.31% | Reduce -1.4% | 6,951 | $613K |
| Accredited Investors Inc. | 0.03% | Add +9.7% | 6,949 | $613K |
| Root Financial Partners, LLC | 0.03% | Add +129.8% | 6,920 | $610K |
| Whelan Financial | 0.19% | Add +98.7% | 6,914 | $610K |
| Copia Wealth Management | 0.42% | Add +6.7% | 6,885 | $607K |
| Cambridge Advisors Inc. | 0.12% | No change | 6,883 | $607K |
| Aries Wealth Management | 0.13% | Add +3.4% | 6,860 | $605K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -2.0% | 6,845 | $603K |
| Traveka Wealth, LLC | 0.23% | Add +171.7% | 6,842 | $603K |
| Armstrong, Fleming & Moore, Inc | 0.26% | Add +0.1% | 6,839 | $603K |
| Investment Management Corp. /Va/ | 0.52% | Reduce -53.3% | 6,831 | $602K |
| Panoramic Investment Advisors, LLC | 0.32% | Reduce -5.1% | 6,815 | $601K |
| SouthState Bank Corp | 0.03% | Reduce -26.5% | 6,773 | $597K |
| CRA Financial Services, LLC | 0.08% | Reduce -0.4% | 6,764 | $596K |
| REAP Financial Group, LLC | 0.12% | Add +4.6% | 6,759 | $596K |
| Sandy Cove Advisors, LLC | 0.18% | No change | 6,757 | $596K |
| Chesley Taft & Associates LLC | 0.02% | Add +5.0% | 6,727 | $593K |
| Dynamic Financial Group | 0.48% | Reduce -11.8% | 6,701 | $591K |
| Integral Investment Advisors, Inc. | 0.15% | Reduce -7.0% | 6,692 | $590K |
| Wynn Capital, LLC | 0.30% | No change | 6,646 | $586K |
| SageView Advisory Group, LLC | 0.02% | Reduce -11.7% | 6,635 | $585K |
| West Branch Capital LLC | 0.16% | No change | 6,630 | $585K |
| BostonPremier Wealth LLC | 0.30% | Add +2.0% | 6,600 | $582K |
| Calamos Wealth Management LLC | 0.02% | Add +46.9% | 6,588 | $581K |
| Calamos Advisors LLC | 0.00% | New | 6,588 | $581K |
| Portfolio Resources Advisor Group, Inc. | 0.58% | Reduce -66.1% | 6,579 | $580K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | Reduce -11.8% | 6,574 | $580K |
| W Advisors, LLC | 0.30% | Reduce -41.0% | 6,572 | $579K |
| Endowment Wealth Management, Inc. | 0.26% | Reduce -21.3% | 6,567 | $579K |
| Kiker Wealth Management, LLC | 0.28% | New | 6,563 | $579K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -1.6% | 6,560 | $578K |
| Cooper/Haims Advisors, LLC | 0.27% | No change | 6,548 | $577K |
| WASHINGTON TRUST Co | 0.02% | Reduce -13.3% | 6,510 | $574K |
| SmartHarvest Portfolios, LLC | 0.24% | Add +2.0% | 6,485 | $572K |
| Clarity Financial LLC | 0.06% | Reduce -31.4% | 6,468 | $570K |
| LiftPoint Family Wealth Advisors LLC | 0.47% | Reduce -58.8% | 6,447 | $568K |
| Orcam Financial Group | 0.40% | No change | 6,437 | $567K |
| Cordgrass Capital Advisors, LLC | 0.13% | Reduce -49.1% | 6,429 | $567K |
| Professional Advisory Services Inc. | 0.07% | Reduce -10.6% | 6,410 | $565K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +44.8% | 6,402 | $564K |
| PlanVest Financial, Inc | 0.43% | — | 6,386 | $563K |
| Daymark Wealth Partners, LLC | 0.02% | Add +4.5% | 6,346 | $559K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +1.5% | 6,345 | $559K |
| Genesis Wealth Advisors, LLC | 0.37% | No change | 6,326 | $558K |
| Fortitude Family Office, LLC | 0.12% | Add +18.9% | 6,307 | $556K |
| Garrison Point Advisors, LLC | 0.25% | Reduce -13.7% | 6,305 | $556K |
| LRI Investments, LLC | 0.05% | No change | 6,290 | $555K |
| Koa Wealth Management, LLC | 0.40% | Reduce -14.3% | 6,282 | $554K |
| TCP Asset Management, LLC | 0.07% | Add +0.7% | 6,275 | $553K |
| Presidio Capital Management, LLC | 0.16% | Add +10.9% | 6,266 | $552K |
| StoneX Group Inc. | 0.03% | Reduce -27.6% | 6,325 | $552K |
| Joseph P. Lucia & Associates, LLC | 0.20% | Add +42.5% | 6,210 | $547K |
| Tidal Investments LLC | 0.00% | New | 6,356 | $547K |
| Reliant Wealth Planning | 0.17% | No change | 6,198 | $546K |
| Van Eck Associates Corp. | 0.00% | No change | 6,194 | $546K |
| City Center Advisors, LLC | 0.50% | Reduce -0.8% | 6,156 | $543K |
| Denver Wealth Management, Inc. | 0.19% | New | 6,104 | $538K |
| Arbor Investment Advisors, LLC | 0.07% | Add +93.5% | 6,100 | $538K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.24% | Reduce -7.6% | 6,097 | $538K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +1.5% | 6,088 | $537K |
| Clay Northam Wealth Management, LLC | 0.30% | Add +0.2% | 6,074 | $535K |
| Integrity Investment Advisors, LLC | 0.29% | No change | 6,068 | $535K |
| Regent Peak Wealth Advisors LLC | 0.11% | Add +44.5% | 6,067 | $535K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | No change | 6,048 | $533K |
| Williams & Novak, LLC | 0.40% | No change | 5,924 | $531K |
| Retirement Wealth Solutions LLC | 0.33% | Reduce -52.8% | 6,018 | $531K |
| Tortoise Investment Management, LLC | 0.04% | Add +7.3% | 6,003 | $529K |
| Catawba River Capital | 0.25% | Reduce -32.6% | 5,898 | $529K |
| Moulton Wealth Management, Inc. | 0.36% | New | 6,006 | $529K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.8% | 5,990 | $528K |
| One Day In July LLC | 0.04% | Add +52.9% | 5,983 | $527K |
| Elm Partners Management LLC | 0.02% | Add +5.0% | 6,210 | $527K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.3% | 5,977 | $527K |
| Twin Lakes Capital Management, LLC | 0.24% | Reduce -5.1% | 5,969 | $526K |
| Pitcairn Wealth Advisors LLC | 0.05% | No change | 6,465 | $525K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -0.2% | 5,916 | $522K |
| Financial Futures Ltd Liability Co. | 0.23% | Add +33.7% | 5,906 | $521K |
| Baker Boyer National Bank | 0.16% | Reduce -6.3% | 5,895 | $520K |
| Advisor OS, LLC | 0.04% | Add +9.5% | 5,894 | $520K |
| Signature Wealth Management Group | 0.20% | Reduce -12.8% | 5,879 | $518K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -18.0% | 5,877 | $518K |
| Certified Advisory Corp | 0.05% | Reduce -1.6% | 5,834 | $514K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.7% | 5,820 | $513K |
| DDD Partners, LLC | 0.04% | Add +0.9% | 5,818 | $513K |
| Clear Investment Research, LLC | 0.80% | Reduce -11.7% | 5,801 | $511K |
| Tactive Advisors, LLC | 0.14% | No change | 5,767 | $508K |
| Great Diamond Partners, LLC | 0.10% | Reduce -18.5% | 5,744 | $506K |
| Fulton Bank, N.A. | 0.02% | Add +2.6% | 5,742 | $506K |
| Compton Wealth Advisory Group, LLC | 0.11% | Add +10.2% | 5,622 | $504K |
| Quattro Financial Advisors LLC | 0.15% | No change | 5,707 | $503K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -7.9% | 5,702 | $503K |
| J.M. Arbour, LLC | 0.48% | Reduce -60.6% | 5,701 | $503K |
| Pillar Financial Advisors, LLC | 0.29% | No change | 5,670 | $500K |
| Envision Financial Planning, LLC | 0.18% | Add +9.8% | 5,667 | $500K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -21.3% | 5,665 | $499K |
| Teamwork Financial Advisors, LLC | 0.06% | Add +1.2% | 5,633 | $497K |
| Future Financial Wealth Managment LLC | 0.32% | No change | 5,500 | $496K |
| Concentrum Wealth Management | 0.15% | New | 5,628 | $496K |
| Continuum Wealth Advisors, LLC | 0.21% | Reduce -3.0% | 5,625 | $496K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +125.4% | 5,594 | $493K |
| Busey Bank | 0.01% | Reduce -22.3% | 5,575 | $491K |
| Potomac Fund Management Inc. | 0.02% | Add +4.0% | 5,566 | $491K |
| Investment Advisory Group, LLC | 0.12% | Reduce -7.4% | 5,564 | $491K |
| Sound Financial Strategies Group, LLC | 0.33% | New | 5,555 | $490K |
| Rossmore Private Capital | 0.04% | No change | 5,540 | $488K |
| Woodward Diversified Capital, LLC | 0.22% | Reduce -11.6% | 5,326 | $486K |
| MRP Capital Investments, LLC | 0.42% | Reduce -20.0% | 5,500 | $485K |
| Baker Ellis Asset Management LLC | 0.06% | Reduce -15.4% | 5,500 | $485K |
| Sanders Morris Harris LLC | 0.08% | No change | 5,498 | $485K |
| Barnes Dennig Private Wealth Management LLC | 0.48% | Add +1.5% | 5,494 | $484K |
| Blue Bell Private Wealth Management, LLC | 0.07% | No change | 5,461 | $481K |
| Empirical Asset Management, LLC | 0.13% | Reduce -2.1% | 5,459 | $481K |
| Mayport, LLC | 0.09% | New | 5,447 | $480K |
| Wealth Architects, LLC | 0.04% | Add +36.9% | 5,425 | $478K |
| Aspen Investment Management Inc | 0.15% | No change | 5,408 | $477K |
| CX Institutional | 0.01% | Reduce -14.5% | 5,406 | $477K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +1.6% | 5,392 | $475K |
| Prentiss Smith & Co. Inc. | 0.28% | No change | 5,391 | $475K |
| Avantax Planning Partners, Inc. | 0.01% | Add +5.0% | 5,389 | $475K |
| Asset Dedication, LLC | 0.03% | No change | 5,363 | $473K |
| Founders Financial Securities LLC | 0.03% | Add +0.9% | 5,269 | $473K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -79.8% | 5,351 | $472K |
| Retirement Management Systems Inc. | 0.11% | Reduce -15.3% | 5,343 | $471K |
| Rossby Financial, LCC | 0.10% | Add +1499.4% | 5,198 | $466K |
| One Charles Private Wealth Services, LLC | 0.12% | No change | 5,269 | $465K |
| GAMMA Investing LLC | 0.02% | Add +160.3% | 5,261 | $464K |
| Rare Wolf Capital LLC | 0.30% | No change | 5,260 | $464K |
| Rosenberg Matthew Hamilton | 0.09% | No change | 5,250 | $463K |
| Fiduciary Family Office, LLC | 0.13% | No change | 5,249 | $463K |
| Patten Group, Inc. | 0.08% | Add +1.2% | 5,235 | $462K |
| Birchwood Financial Partners, Inc. | 0.44% | Reduce -34.5% | 5,226 | $461K |
| Magnolia Private Wealth, LLC | 0.31% | Add +68.7% | 5,221 | $460K |
| Naples Global Advisors, LLC | 0.03% | Reduce -4.6% | 5,213 | $460K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Reduce -2.4% | 5,209 | $459K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 5,187 | $457K |
| Lesa Sroufe & Co | 0.31% | No change | 5,142 | $453K |
| Sincerus Advisory, LLC | 0.34% | Reduce -1.0% | 5,133 | $453K |
| Nolet Wealth Management, LLC | 0.26% | No change | 5,117 | $451K |
| HHM Wealth Advisors, LLC | 0.05% | Reduce -1.7% | 5,107 | $450K |
| Bragg Financial Advisors, Inc | 0.01% | Add +15.4% | 5,080 | $448K |
| Norden Group LLC | 0.04% | Add +2.0% | 5,073 | $447K |
| Shepherd Street Advisors LLC | 0.44% | Add +81.5% | 5,066 | $447K |
| Broadway Wealth Solutions, Inc. | 0.23% | Reduce -18.3% | 5,054 | $446K |
| Procyon Advisors, LLC | 0.02% | Reduce -91.3% | 5,054 | $446K |
| Helium Advisors LLC | 0.43% | Reduce -0.0% | 5,043 | $445K |
| Pure Financial Advisors, LLC | 0.01% | Add +6.0% | 5,029 | $443K |
| Foster Group, Inc. | 0.01% | Reduce -2.3% | 5,006 | $441K |
| Stone Summit Wealth LLC | 0.12% | Reduce -0.4% | 4,960 | $437K |
| Mechanics Financial Corp | 0.18% | Reduce -4.8% | 4,954 | $437K |
| Sankala Group LLC | 0.36% | No change | 5,123 | $436K |
| Dagco, Inc. | 0.09% | No change | 4,925 | $434K |
| Indivisible Partners | 0.04% | No change | 4,915 | $433K |
| Tempo Wealth, LLC | 0.08% | No change | 4,908 | $433K |
| BlueChip Wealth Advisors LLC | 0.19% | Reduce -0.9% | 4,882 | $430K |
| Sound Stewardship, LLC | 0.20% | Reduce -21.1% | 4,850 | $428K |
| Private Advisory Group LLC | 0.03% | Reduce -17.8% | 4,850 | $428K |
| Curry Webb Wealth Management LLC | 0.20% | Reduce -48.8% | 4,842 | $427K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -12.3% | 4,840 | $427K |
| DBK Financial Counsel, LLC | 0.32% | Reduce -12.6% | 4,821 | $425K |
| West Paces Advisors Inc. | 0.08% | No change | 4,815 | $424K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -11.8% | 4,637 | $424K |
| Crumly & Associates Inc. | 0.09% | Reduce -14.9% | 4,797 | $423K |
| BCU Wealth Advisors, LLC | 0.16% | Reduce -66.3% | 4,790 | $422K |
| Lavelle Capital LP | 0.26% | No change | 4,751 | $419K |
| Chokshi & Queen Wealth Advisors, Inc | 0.22% | New | 4,729 | $417K |
| Kiley Juergens Wealth Management, LLC | 0.07% | New | 4,726 | $417K |
| Connecticut Wealth Management, LLC | 0.02% | New | 4,711 | $415K |
| Cornerstone Advisors Asset Management, LLC | 0.06% | New | 4,710 | $415K |
| Alliance Private Wealth, LLC | 0.15% | No change | 4,708 | $415K |
| Warren Street Wealth Advisors, LLC | 0.11% | Reduce -0.7% | 4,695 | $414K |
| Unique Wealth Strategies, LLC | 0.17% | Add +47.9% | 4,693 | $414K |
| Advisors Capital Management, LLC | 0.00% | Reduce -16.1% | 4,689 | $413K |
| WealthPlan Investment Management, LLC | 0.02% | Add +0.7% | 4,682 | $413K |
| MKD Wealth Coaches, LLC | 0.40% | No change | 4,654 | $410K |
| Hillcrest Wealth Advisors - NY, LLC | 0.17% | No change | 4,650 | $410K |
| Planning Alternatives Ltd. | 0.05% | No change | 4,639 | $409K |
| BCS Private Wealth Management, Inc. | 0.12% | No change | 4,636 | $409K |
| Beacon Capital Management, LLC | 0.07% | Add +83.6% | 4,624 | $408K |
| Benin Management CORP | 0.09% | New | 4,608 | $406K |
| Howard Financial Services, LTD. | 0.05% | Reduce -27.7% | 4,590 | $405K |
| GeoWealth Management, LLC | 0.01% | Reduce -48.4% | 4,570 | $403K |
| Belvedere Trading LLC | 0.05% | Reduce -90.5% | 4,562 | $402K |
| Fulcrum Equity Management | 0.39% | Add +2.1% | 4,560 | $402K |
| Chapin Davis, Inc. | 0.09% | No change | 4,525 | $399K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,515 | $398K |
| Earned Wealth Advisors, LLC | 0.03% | Reduce -22.0% | 4,500 | $397K |
| Ritholtz Wealth Management | 0.01% | Add +27.1% | 4,476 | $395K |
| Ethos Financial Group, LLC | 0.03% | No change | 4,819 | $391K |
| Genesis Private Wealth, LLC | 0.12% | Reduce -8.6% | 4,433 | $391K |
| Pinkerton Wealth, LLC | 0.04% | No change | 4,801 | $390K |
| Franklin Street Advisors Inc. | 0.02% | No change | 4,420 | $390K |
| Rockland Trust Co. | 0.02% | Add +10.9% | 4,406 | $388K |
| Alteri Wealth LLC | 0.13% | No change | 4,375 | $386K |
| Janus Henderson Group PLC | 0.00% | Add +49.9% | 4,369 | $385K |
| Atwater Malick LLC | 0.10% | Reduce -16.7% | 4,357 | $384K |
| Gould Capital, LLC | 0.23% | Reduce -4.8% | 4,350 | $383K |
| Code Waechter LLC | 0.23% | No change | 4,339 | $383K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -2.5% | 4,323 | $381K |
| Vision Retirement, LLC | 0.11% | Reduce -17.1% | 4,319 | $381K |
| Landaas & Co. /Wi | 0.08% | New | 4,314 | $380K |
| Atlas Brown,Inc. | 0.11% | Reduce -3.4% | 4,311 | $380K |
| BDFS Capital LLC | 0.18% | Add +27.3% | 4,301 | $379K |
| Financial Security Advisor, Inc. | 0.07% | No change | 4,300 | $379K |
| Secure Asset Management, LLC | 0.06% | Reduce -9.0% | 4,295 | $379K |
| Sfm, LLC | 0.23% | Reduce -0.3% | 4,294 | $379K |
| Liberty Square Wealth Partners LLC | 0.11% | No change | 4,290 | $378K |
| Fortis Capital Management LLC | 0.05% | Reduce -11.2% | 4,288 | $378K |
| North Star Investment Management Corp. | 0.02% | Add +23.0% | 4,281 | $377K |
| True Freedom Investing, LLC | 0.03% | No change | 4,279 | $377K |
| Financial Perspectives, Inc | 0.10% | Add +42.4% | 4,259 | $375K |
| Retirement Planning Group, LLC | 0.01% | New | 4,248 | $375K |
| Tred Avon Family Wealth, LLC | 0.12% | No change | 4,240 | $374K |
| Hurlow Wealth Management Group, Inc. | 0.09% | No change | 4,237 | $374K |
| Talon Private Wealth, LLC | 0.05% | — | 4,199 | $370K |
| Caliber Wealth Management, LLC / KS | 0.04% | Add +9.0% | 4,197 | $370K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +17.3% | 4,195 | $370K |
| 44 Wealth Management LLC | 0.13% | New | 4,192 | $370K |
| Two West Capital Advisors LLC | 0.20% | Reduce -38.7% | 4,314 | $369K |
| Valicenti Advisory Services Inc. | 0.08% | Reduce -7.2% | 4,180 | $369K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +3.3% | 4,185 | $369K |
| Haverford Trust Co | 0.00% | Add +15.6% | 4,181 | $369K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 4,172 | $368K |
| International Private Wealth Advisors LLC | 0.22% | Reduce -1.6% | 4,170 | $368K |
| Wealth Dimensions Group, Ltd. | 0.07% | Add +0.5% | 4,169 | $368K |
| Wellington-Altus USA Inc. | 0.22% | Reduce -13.4% | 4,847 | $366K |
| Security National Bank | 0.05% | Add +2947.8% | 4,145 | $365K |
| TrustBank | 0.14% | No change | 4,133 | $364K |
| TruNorth Capital Management, LLC | 0.07% | New | 4,119 | $363K |
| New Hampshire Trust | 0.07% | No change | 4,115 | $363K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -30.8% | 4,110 | $362K |
| Axecap Investments, LLC | 0.25% | Reduce -67.1% | 4,105 | $362K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +0.1% | 4,102 | $362K |
| Atlas Capital Advisors Inc. | 0.04% | Reduce -5.4% | 4,097 | $361K |
| Parsons Capital Management Inc. | 0.02% | Add +0.6% | 4,089 | $360K |
| Atlanta Consulting Group Advisors, LLC | 0.08% | Add +17.2% | 4,084 | $360K |
| Saxon Interests, Inc. | 0.12% | No change | 4,056 | $358K |
| 3EDGE Asset Management, LP | 0.02% | Reduce -10.9% | 4,046 | $357K |
| Victory Financial Group, LLC | 0.04% | New | 4,030 | $355K |
| Daiichi Life International Holdings LLC | 23.26% | — | 4,022 | $355K |
| Excalibur Management Corp. | 0.13% | No change | 4,000 | $353K |
| Avalon Trust Co | 0.02% | Add +6.7% | 4,000 | $353K |
| Smithfield Trust Co | 0.02% | Add +15.9% | 3,989 | $352K |
| Fiduciary Group, LLC | 0.03% | Add +1.3% | 3,985 | $351K |
| Zacks Investment Management | 0.00% | Add +3.8% | 3,980 | $351K |
| Briggs Wealth Management, Inc | 0.37% | Reduce -6.6% | 3,965 | $350K |
| Sfmg, LLC | 0.02% | Add +10.5% | 3,962 | $349K |
| West Bancorporation Inc. | 0.17% | No change | 3,961 | $349K |
| E&G Advisors, LLC | 0.08% | Reduce -0.1% | 3,952 | $348K |
| Sei Investments Co. | 0.00% | Add +2.0% | 3,929 | $346K |
| Madison Wealth Partners, Inc | 0.06% | Add +3.3% | 3,920 | $346K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.06% | New | 3,899 | $344K |
| LFA - Lugano Financial Advisors SA | 0.17% | No change | 3,893 | $343K |
| Vantage Point Financial LLC | 0.12% | Reduce -62.4% | 3,882 | $342K |
| Mid-American Wealth Advisory Group, Inc. | 0.14% | No change | 4,215 | $342K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 3,878 | $342K |
| Main Street Group, LTD | 0.11% | Add +1.3% | 3,875 | $342K |
| Smith & Howard Wealth Management, LLC | 0.07% | Reduce -11.0% | 3,863 | $341K |
| Cyr Financial Inc. | 0.20% | New | 3,859 | $340K |
| Focused Wealth Management, Inc | 0.04% | Reduce -5.4% | 3,845 | $339K |
| Harrington Investments, INC | 0.18% | No change | 3,843 | $339K |
| M. Kulyk & Associates, LLC | 0.06% | No change | 3,836 | $338K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 3,834 | $338K |
| Fortress Financial Group, LLC | 0.25% | New | 3,830 | $338K |
| Allen Capital Group, LLC | 0.03% | No change | 3,829 | $338K |
| Compass Financial Group, INC | 0.05% | Add +17.2% | 3,811 | $336K |
| Revolve Wealth Partners, LLC | 0.04% | No change | 3,810 | $336K |
| First Financial Group Corp | 0.27% | New | 3,803 | $335K |
| Spinnaker Investment Group, LLC | 0.07% | Reduce -45.3% | 3,794 | $334K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 3,789 | $334K |
| Graney & King, LLC | 0.18% | No change | 3,783 | $334K |
| Genus Capital Management Inc. | 0.04% | No change | 3,780 | $333K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +1.4% | 3,776 | $333K |
| Krilogy Financial LLC | 0.01% | Add +0.1% | 3,678 | $332K |
| Insight 2811, Inc. | 0.14% | No change | 3,755 | $331K |
| Cornerstone Planning, LLC | 0.07% | No change | 3,748 | $330K |
| Alta Wealth Advisors LLC | 0.11% | Add +25.9% | 3,744 | $330K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -22.3% | 3,741 | $330K |
| D.B. Root & Company, LLC | 0.08% | No change | 3,707 | $327K |
| Coastwise Capital Group, LLC | 0.18% | No change | 3,700 | $326K |
| Foster & Motley Inc. | 0.02% | Reduce -4.8% | 3,701 | $326K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -15.2% | 3,688 | $325K |
| Capital Investment Management, Inc. | 0.11% | Reduce -63.7% | 3,682 | $325K |
| Welch Group, LLC | 0.01% | Add +0.4% | 3,675 | $324K |
| 4WEALTH Advisors, Inc. | 0.28% | Reduce -36.1% | 3,799 | $323K |
| Balboa Wealth Partners | 0.05% | Add +0.4% | 3,648 | $322K |
| Mystic Asset Management, Inc. | 0.07% | No change | 3,646 | $321K |
| Semus Wealth Partners LLC | 0.18% | Reduce -33.2% | 3,643 | $321K |
| Pin Oak Investment Advisors Inc. | 0.23% | No change | 3,636 | $321K |
| Montecito Bank & Trust | 0.05% | No change | 3,630 | $320K |
| Argyle Capital Partners, LLC | 0.23% | No change | 3,627 | $320K |
| Graetz Wealth LLC | 0.28% | No change | 3,621 | $319K |
| Aprio Wealth Management, LLC | 0.02% | Add +29.5% | 3,614 | $319K |
| Cottage Street Advisors LLC | 0.14% | Add +19.0% | 3,606 | $318K |
| Telos Capital Management, Inc. | 0.03% | Reduce -2.6% | 3,602 | $318K |
| Hardman Johnston Global Advisors LLC | 0.02% | No change | 3,600 | $317K |
| HCR Wealth Advisors | 0.03% | No change | 3,594 | $317K |
| Alchemi Wealth, LLC | 0.18% | Add +5.5% | 3,591 | $317K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -15.2% | 3,583 | $316K |
| Tru Independence Asset Management 2, LLC | 0.19% | No change | 3,579 | $316K |
| Diversified Enterprises, LLC | 0.02% | Reduce -3.6% | 3,574 | $315K |
| Centaurus Financial, Inc. | 0.01% | Add +67.5% | 3,569 | $315K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -61.1% | 3,572 | $315K |
| Caldwell Sutter Capital, Inc. | 0.13% | No change | 3,565 | $314K |
| LifeGoal Investments, LLC | 0.18% | Add +22.0% | 3,492 | $313K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -11.8% | 3,552 | $313K |
| Integrity Wealth Solutions LLC | 0.12% | Add +0.9% | 3,536 | $312K |
| Mairs & Power Inc. | 0.00% | No change | 3,525 | $311K |
| Inspire Advisors, LLC | 0.03% | New | 3,523 | $311K |
| Lyell Wealth Management, LP | 0.02% | No change | 3,517 | $310K |
| Blue Capital, Inc. | 0.20% | Reduce -4.6% | 3,510 | $309K |
| JPL Wealth Management, LLC | 0.07% | New | 3,509 | $309K |
| Geneva Partners, LLC | 0.15% | Reduce -17.3% | 3,506 | $309K |
| SMART Wealth LLC | 0.09% | Add +10.3% | 3,498 | $308K |
| PGIM Custom Harvest LLC | 0.00% | New | 3,488 | $308K |
| Tidemark, LLC | 0.08% | New | 3,487 | $307K |
| Heritage Wealth Advisors | 0.01% | No change | 3,485 | $307K |
| Jackson Wealth Management, LLC | 0.03% | Add +27.8% | 3,480 | $307K |
| Concorde Asset Management, LLC | 0.15% | Reduce -27.1% | 3,477 | $307K |
| Live Oak Private Wealth LLC | 0.04% | Reduce -3.9% | 3,474 | $306K |
| Legacy Trust | 0.06% | New | 3,465 | $305K |
| AAFMAA Wealth Management & Trust LLC | 0.12% | Reduce -91.5% | 3,462 | $305K |
| Alpine Bank Wealth Management | 0.04% | No change | 3,461 | $305K |
| Centric Wealth Management | 0.06% | Reduce -0.4% | 3,564 | $303K |
| James J. Burns & Company, LLC | 0.04% | No change | 3,435 | $303K |
| Advantage Trust Co | 0.14% | No change | 3,427 | $302K |
| Nixon Peabody Trust Co. | 0.02% | New | 3,426 | $302K |
| Winthrop Capital Management, LLC | 0.08% | No change | 3,422 | $302K |
| Allegheny Financial Group | 0.04% | No change | 3,420 | $302K |
| Kintra Wealth, LLC | 0.02% | Add +36.5% | 3,412 | $301K |
| Heritage Trust Co | 0.03% | New | 3,410 | $301K |
| MJP Associates Inc. | 0.04% | Add +3.1% | 3,409 | $301K |
| Gen-Wealth Partners Inc | 0.09% | Reduce -30.1% | 3,385 | $298K |
| Absolute Capital Management, LLC | 0.10% | Reduce -56.8% | 3,380 | $298K |
| Golden Road Advisors LLC | 0.17% | New | 3,373 | $297K |
| Jeppson Wealth Management, LLC | 0.09% | No change | 3,370 | $297K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,370 | $297K |
| Hilltop Partners LLC | 0.08% | Add +3.6% | 3,354 | $296K |
| Traynor Capital Management, Inc. | 0.02% | Add +10.2% | 3,470 | $295K |
| Sard Wealth Management Group, LLC | 0.16% | No change | 3,334 | $294K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 3,329 | $293K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | New | 3,328 | $293K |
| Manchester Capital Management LLC | 0.04% | Reduce -37.6% | 3,325 | $293K |
| XY Planning Network, Inc. | 0.05% | Reduce -9.3% | 3,266 | $293K |
| KG Capital Management | 0.21% | Reduce -16.8% | 3,303 | $291K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | Add +32.5% | 3,303 | $291K |
| Onyx Bridge Wealth Group LLC | 0.03% | New | 3,289 | $290K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 3,264 | $288K |
| Peninsula Asset Management Inc. | 0.15% | Add +25.1% | 3,245 | $286K |
| Foundation Wealth Management, LLC | 0.19% | Reduce -44.8% | 3,245 | $286K |
| American Asset Management Inc. | 0.25% | Reduce -46.4% | 3,235 | $285K |
| Kings Path Partners LLC | 0.10% | No change | 3,233 | $285K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -87.4% | 3,230 | $285K |
| Asset Management Group, Inc. | 0.05% | No change | 3,225 | $284K |
| Hyposwiss Advisors SA | 0.28% | Reduce -21.5% | 3,210 | $283K |
| Cannell & Spears LLC | 0.01% | Add +6.6% | 3,210 | $283K |
| Clark Capital Management Group, Inc. | 0.00% | Add +9.7% | 3,210 | $283K |
| WNY Asset Management, LLC | 0.03% | — | 3,204 | $282K |
| Howard Wealth Management, LLC | 0.12% | Add +11.5% | 3,203 | $282K |
| Legacy Wealth Partners, LLC | 0.07% | Reduce -74.8% | 3,196 | $282K |
| Carrera Capital Advisors | 0.04% | Add +0.6% | 3,193 | $281K |
| OneAscent Family Office, LLC | 0.20% | New | 3,191 | $281K |
| Tobias Financial Advisors, Inc. | 0.04% | New | 3,172 | $280K |
| Ledyard National Bank | 0.02% | No change | 3,171 | $280K |
| WMG Financial Advisors, LLC | 0.12% | New | 3,167 | $279K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 3,151 | $278K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +9.3% | 3,148 | $278K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 3,140 | $277K |
| WFA of San Diego, LLC | 0.22% | Reduce -12.4% | 3,137 | $277K |
| Certior Financial Group, LLC | 0.18% | Add +12.5% | 3,118 | $275K |
| Impact Capital Partners LLC | 0.08% | Reduce -16.0% | 3,098 | $273K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -18.6% | 3,091 | $273K |
| Columbia Bank | 0.08% | New | 3,078 | $271K |
| Weaver Consulting Group | 0.06% | Add +0.7% | 3,064 | $270K |
| Kwmg, LLC | 0.02% | No change | 3,064 | $270K |
| SJS Investment Consulting Inc. | 0.03% | Add +47.2% | 3,057 | $270K |
| Safeguard Investment Advisory Group, LLC | 0.07% | New | 3,044 | $268K |
| Pinnacle Family Advisors, LLC | 0.13% | Add +0.3% | 3,036 | $268K |
| Destination Wealth Management | 0.01% | Add +20.6% | 3,036 | $268K |
| Sulzberger Capital Advisors, Inc. | 0.27% | No change | 3,031 | $267K |
| New England Professional Planning Group Inc. | 0.11% | No change | 3,025 | $267K |
| BCM Advisors, LLC | 0.05% | Reduce -14.4% | 3,133 | $266K |
| Ellevest, Inc. | 0.04% | No change | 3,018 | $266K |
| Peak Financial Management, Inc. | 0.07% | Reduce -6.9% | 3,013 | $266K |
| BOS Asset Management, LLC | 0.07% | Reduce -15.5% | 3,009 | $265K |
| Burling Wealth Partners, LLC | 0.04% | No change | 3,006 | $265K |
| Arcus Capital Partners, LLC | 0.10% | No change | 3,002 | $265K |
| Asset Advisory Group, Inc. | 0.13% | No change | 3,000 | $264K |
| Meridian Wealth Partners, LLC | 0.04% | Reduce -34.3% | 2,993 | $264K |
| Capital Advantage, Inc. | 0.03% | No change | 2,993 | $264K |
| Patron Partners, LLC | 0.12% | Reduce -3.2% | 2,984 | $263K |
| BAM Wealth Management, LLC | 0.20% | Reduce -29.1% | 2,982 | $263K |
| Prospera Capital Management, LLC | 0.13% | No change | 2,981 | $263K |
| Reyes Financial Architecture, Inc. | 0.21% | Reduce -13.9% | 2,968 | $262K |
| Accelerate Investment Advisors LLC | 0.17% | Reduce -5.4% | 2,961 | $261K |
| PUREfi Wealth, LLC | 0.17% | Reduce -66.6% | 2,959 | $261K |
| Laffer Tengler Investments, Inc. | 0.05% | No change | 2,951 | $260K |
| SG Americas Securities, LLC | 0.00% | New | 2,935 | $259K |
| Medallion Wealth Advisors, LLC | 0.08% | Add +243.5% | 2,930 | $258K |
| Ruggiero Investments, Inc. | 0.25% | No change | 2,928 | $258K |
| LS Investment Advisors, LLC | 0.04% | Reduce -7.3% | 2,925 | $258K |
| Attessa Capital LLC | 0.14% | No change | 2,905 | $256K |
| Vance Wealth, LLC | 0.07% | Reduce -9.2% | 2,899 | $256K |
| Aspire Private Capital, LLC | 0.06% | Reduce -64.7% | 2,895 | $255K |
| Vickerman Investment Advisors, Inc. | 0.05% | Reduce -0.1% | 2,871 | $253K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -8.1% | 2,868 | $253K |
| Dopkins Wealth Management, LLC | 0.10% | Reduce -31.5% | 2,866 | $253K |
| Associated Banc-Corp | 0.01% | Reduce -3.3% | 2,866 | $253K |
| Central Valley Advisors, LLC | 0.07% | New | 2,850 | $251K |
| Community Financial Services Group, LLC | 0.04% | New | 2,796 | $251K |
| Integrity Financial Corp | 0.12% | Reduce -2.2% | 2,839 | $250K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 2,834 | $250K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +2.2% | 2,833 | $250K |
| Element Wealth, LLC | 0.10% | Reduce -0.2% | 2,832 | $250K |
| G&S Capital LLC | 0.09% | No change | 2,830 | $249K |
| KFG Wealth Management, LLC | 0.03% | Reduce -15.9% | 2,830 | $249K |
| Stokes Family Office, LLC | 0.03% | Reduce -75.7% | 2,820 | $249K |
| Colonial Trust Advisors | 0.02% | Reduce -12.7% | 2,820 | $249K |
| Lodestar Private Asset Management LLC | 0.02% | No change | 2,818 | $248K |
| Global Trust Asset Management, LLC | 0.09% | Add +2.3% | 2,812 | $248K |
| Foundation Wealth Management, LLC\PA | 0.09% | No change | 2,812 | $248K |
| Capital City Trust Co. | 0.06% | No change | 2,806 | $247K |
| Chicago Capital, LLC | 0.01% | No change | 2,806 | $247K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -7.9% | 2,805 | $247K |
| 1900 Wealth Management LLC | 0.02% | No change | 2,803 | $247K |
| Sylvest Advisors, LLC | 0.13% | No change | 2,800 | $247K |
| Tyche Wealth Partners LLC | 0.04% | Reduce -92.3% | 2,799 | $247K |
| Venture Visionary Partners LLC | 0.01% | Add +1.4% | 2,796 | $247K |
| Legacy Capital Wealth Partners, LLC | 0.05% | Reduce -1.5% | 2,794 | $246K |
| Capital Asset Managemnet, LLC | 0.28% | Reduce -62.3% | 2,793 | $246K |
| Occidental Asset Management, LLC | 0.03% | New | 2,787 | $246K |
| Wealth Analytics Partners, LLC | 0.10% | No change | 2,783 | $245K |
| WJ Wealth Management, LLC | 0.11% | Add +6.9% | 2,769 | $244K |
| Fragasso Financial Advisors Inc | 0.01% | Add +0.1% | 2,783 | $244K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | Reduce -38.6% | 2,759 | $243K |
| Trevian Wealth Management LLC | 0.12% | New | 2,750 | $242K |
| Willis Investment Counsel | 0.01% | No change | 2,750 | $242K |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -50.7% | 2,746 | $242K |
| Atlantic Edge Private Wealth Management, LLC | 0.06% | Add +37.3% | 2,745 | $242K |
| Members Trust Co | 0.01% | Reduce -1.2% | 2,728 | $241K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 2,728 | $241K |
| Salem Investment Counselors Inc. | 0.01% | New | 2,719 | $240K |
| Altfest L J & Co. Inc. | 0.03% | Add +0.4% | 2,719 | $240K |
| Acumen Wealth Advisors, LLC | 0.06% | Add +1.7% | 2,712 | $239K |
| High Probability Advisors, LLC | 0.03% | New | 2,705 | $238K |
| Herold Advisors, Inc. | 0.05% | New | 2,685 | $237K |
| North Capital, Inc. | 0.20% | Reduce -19.4% | 2,679 | $236K |
| Sensible Money, LLC | 0.07% | No change | 2,667 | $235K |
| Fca Corp. | 0.07% | No change | 2,666 | $235K |
| Greenline Wealth Management LLC | 0.27% | Add +23.3% | 2,666 | $235K |
| Sargent Investment Group, LLC | 0.03% | Reduce -7.5% | 2,659 | $234K |
| Hollencrest Capital Management | 0.01% | Reduce -8.6% | 2,650 | $234K |
| Crosspoint Financial, LLC | 0.59% | Reduce -84.2% | 2,646 | $233K |
| Hibernia Wealth Partners, LLC | 0.07% | New | 2,641 | $233K |
| Nicolet Bankshares Inc. | 0.01% | New | 2,596 | $233K |
| MorganRosel Wealth Management, LLC | 0.09% | No change | 2,635 | $232K |
| Signet Private Wealth LLC | 0.22% | New | 2,614 | $230K |
| Everstar Asset Management, LLC | 0.12% | No change | 2,604 | $230K |
| Fortis Capital Advisors, LLC | 0.03% | Add +4.0% | 2,602 | $229K |
| Laraway Financial Advisors Inc | 0.16% | No change | 2,600 | $229K |
| Schnieders Capital Management, Llc. | 0.04% | Reduce -60.1% | 2,592 | $229K |
| Trilogy Capital Inc. | 0.01% | Reduce -12.2% | 2,591 | $228K |
| Lee, Kelleher & Klein Wealth Management | 0.13% | No change | 2,571 | $227K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | Reduce -1.0% | 2,569 | $226K |
| Granite FO LLC | 0.13% | No change | 2,565 | $226K |
| Stratos Investment Management, LLC | 0.01% | New | 2,562 | $226K |
| Oak Harvest Investment Services | 0.02% | Reduce -18.3% | 2,562 | $226K |
| River Wealth Advisors LLC | 0.03% | New | 2,555 | $225K |
| Argonautica Private Wealth Management, Inc. | 0.07% | Add +0.0% | 2,553 | $225K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -32.0% | 2,550 | $225K |
| Kooman & Associates | 0.07% | Reduce -0.2% | 2,547 | $225K |
| Yukon Wealth Management, Inc. | 0.13% | Reduce -3.2% | 2,541 | $224K |
| Richard Young Associates, Ltd. | 0.17% | No change | 2,538 | $224K |
| Richmond Investment Services, LLC | 0.04% | Reduce -59.9% | 2,537 | $224K |
| Evernest Financial Advisors, LLC | 0.05% | Reduce -4.0% | 2,534 | $223K |
| Blalock Williams, LLC | 0.17% | Reduce -53.0% | 2,531 | $223K |
| First Pacific Financial | 0.03% | No change | 2,531 | $223K |
| First National Bank Sioux Falls | 0.06% | No change | 2,474 | $223K |
| Journey Beyond Wealth, LLC | 0.19% | No change | 2,525 | $223K |
| Flynn Zito Capital Management, LLC | 0.07% | Reduce -2.5% | 2,525 | $223K |
| Ergawealth Advisors, Inc. | 0.10% | Reduce -21.5% | 2,522 | $222K |
| SHP Wealth Management | 0.02% | Add +38.6% | 2,522 | $222K |
| Gill Capital Partners, LLC | 0.06% | Reduce -1.1% | 2,520 | $222K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -0.6% | 2,512 | $221K |
| Destiny Wealth Partners, LLC | 0.02% | No change | 2,511 | $221K |
| Vann Equity Management LLC | 0.16% | — | 2,508 | $221K |
| Kelsey Financial, LLC | 0.19% | No change | 2,500 | $220K |
| Centennial Bank | 0.08% | No change | 2,500 | $220K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.01% | No change | 2,500 | $220K |
| Hippocratic Financial Advisors, LLC | 0.10% | New | 2,492 | $220K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -16.8% | 2,473 | $218K |
| Advocate Investing Services LLC | 0.18% | Add +3.0% | 2,472 | $218K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -49.3% | 3,385 | $218K |
| Noesis Capital Mangement Corp. | 0.03% | New | 2,469 | $218K |
| Cassia Capital Partners, LLC | 0.11% | New | 2,466 | $217K |
| Stirlingshire Investments, Inc. | 0.19% | Reduce -37.6% | 2,461 | $217K |
| Factor Wealth Management LTD | 0.04% | New | 2,459 | $217K |
| Keating Financial Advisory Services, Inc. | 0.04% | Add +14.6% | 2,457 | $217K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -44.7% | 2,455 | $216K |
| Sanchez Wealth Management Group | 0.05% | New | 2,455 | $216K |
| Penobscot Wealth Management | 0.06% | New | 2,450 | $216K |
| Chesapeake Wealth Management | 0.07% | New | 2,443 | $215K |
| Market Street Wealth Management Advisors LLC | 0.03% | Reduce -11.3% | 2,433 | $214K |
| Lansing Street Advisors | 0.05% | New | 2,427 | $214K |
| Laidlaw Wealth Management LLC | 0.74% | New | 2,410 | $212K |
| Founders Financial Alliance, LLC | 0.04% | New | 2,408 | $212K |
| Steelhead Wealth Management LLC | 0.11% | — | 2,405 | $212K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 2,413 | $212K |
| Beacon Financial Planning, Inc. | 0.08% | New | 2,402 | $212K |
| Reliant Investment Partners, LLC | 0.17% | New | 2,387 | $210K |
| Centennial Wealth Advisory LLC | 0.05% | New | 2,387 | $210K |
| Liberty Atlantic Advisors LLC | 0.18% | New | 2,371 | $209K |
| Patrick M Sweeney & Associates, Inc. | 0.13% | New | 2,370 | $209K |
| RiverFront Investment Group, LLC | 0.00% | New | 2,369 | $209K |
| Elevation Wealth Management LLC | 0.19% | Reduce -15.0% | 2,350 | $207K |
| FAS Wealth Partners, Inc. | 0.01% | New | 2,345 | $207K |
| 1ST Source Bank | 0.01% | New | 2,344 | $207K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +1.1% | 2,329 | $205K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 2,314 | $204K |
| Leo Wealth, LLC | 0.01% | New | 2,303 | $203K |
| One Degree Advisors Inc | 0.05% | New | 2,308 | $203K |
| Rakuten Securities, Inc. | 0.08% | Add +53.1% | 2,292 | $202K |
| FNY Investment Advisers, LLC | 0.09% | New | 2,300 | $202K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 2,288 | $202K |
| KLCM Advisors, Inc. | 0.02% | New | 2,287 | $202K |
| Donaldson Capital Management, LLC | 0.01% | New | 2,287 | $202K |
| Berkshire Asset Management LLC | 0.01% | New | 2,278 | $201K |
| Fonville Wealth Management LLC | 0.04% | New | 2,270 | $200K |
| Radnor Capital Management, LLC | 0.03% | New | 2,270 | $200K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.9% | 2,239 | $197K |
| Crewe Advisors LLC | 0.02% | Add +119.4% | 2,227 | $196K |
| Rothschild Investment LLC | 0.01% | Reduce -26.9% | 2,198 | $194K |
| Legacy Bridge, LLC | 0.07% | Add +3.9% | 2,159 | $190K |
| Caldwell Trust Co | 0.02% | Reduce -2.3% | 2,129 | $188K |
| LGT Financial Advisors LLC | 0.96% | Reduce -28.3% | 2,125 | $187K |
| Union Savings Bank | 0.08% | No change | 2,106 | $186K |
| Global Assets Advisory, LLC | 0.05% | New | 2,094 | $185K |
| Flagship Wealth Advisors, LLC | 0.08% | Reduce -19.5% | 2,954 | $184K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Reduce -0.9% | 2,077 | $183K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Add +600.0% | 2,030 | $179K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -59.9% | 1,977 | $174K |
| KERR FINANCIAL PLANNING Corp | 0.12% | Add +42.8% | 2,003 | $173K |
| First United Bank & Trust | 0.05% | No change | 1,902 | $168K |
| Physician Wealth Advisors, Inc. | 0.02% | Reduce -0.3% | 1,857 | $164K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 1,812 | $160K |
| N.E.W. Advisory Services LLC | 0.01% | Add +17.8% | 1,789 | $158K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,782 | $157K |
| Horizons Wealth Management | 0.10% | Reduce -8.3% | 1,760 | $155K |
| Burkett Financial Services, LLC | 0.05% | Reduce -9.9% | 1,730 | $153K |
| Creative Financial Designs Inc. | 0.01% | Add +52.3% | 1,716 | $151K |
| Nalls Sherbakoff Group, LLC | 0.11% | No change | 1,703 | $150K |
| Bruce G. Allen Investments, LLC | 0.10% | Reduce -12.2% | 1,695 | $149K |
| Essential Partners LLC | 0.05% | Add +1108.8% | 1,656 | $146K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -33.5% | 1,646 | $145K |
| Opal Wealth Advisors, LLC | 0.03% | New | 1,615 | $142K |
| CVA Family Office, LLC | 0.01% | No change | 1,565 | $138K |
| Quest 10 Wealth Builders, Inc. | 0.12% | Reduce -1.9% | 1,540 | $136K |
| CNB Bank | 0.06% | No change | 1,525 | $134K |
| Bravera Wealth | 0.06% | No change | 1,520 | $134K |
| Roble, Belko & Company, Inc | 0.02% | No change | 1,493 | $132K |
| Breakwater Investment Management | 0.05% | No change | 1,480 | $130K |
| Innovative Asset Advisors Group, LLC | 0.07% | — | 1,441 | $127K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,466 | $125K |
| South Plains Financial, Inc. | 0.07% | No change | 1,373 | $121K |
| Thompson Investment Management, Inc. | 0.02% | No change | 1,362 | $120K |
| Crews Bank & Trust | 0.02% | No change | 1,350 | $119K |
| Signature Resources Capital Management, LLC | 0.06% | Add +25.0% | 1,326 | $117K |
| NBT Bank, N.A. | 0.01% | No change | 1,318 | $116K |
| Resources Management Corp. /CT/ | 0.02% | No change | 1,319 | $116K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,267 | $112K |
| Purpose Unlimited Inc. | 0.00% | New | 1,265 | $111K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,250 | $110K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,250 | $110K |
| BankPlus Trust Department | 0.03% | Add +172.4% | 1,242 | $109K |
| McIlrath & Eck, LLC | 0.01% | Add +6.9% | 1,229 | $108K |
| Operose Advisors LLC | 0.02% | Add +4.1% | 1,203 | $106K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -15.0% | 1,130 | $100K |
| Raleigh Capital Management Inc. | 0.03% | Reduce -58.7% | 1,114 | $98K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,105 | $97K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 1,099 | $97K |
| Vanguard National Trust Co | 0.01% | — | 1,099 | $97K |
| Ameriflex Group, Inc. | 0.05% | Add +75.5% | 1,095 | $97K |
| Accordant Advisory Group Inc | 0.06% | Add +115.4% | 1,077 | $95K |
| MBM Wealth Consultants, LLC | 0.02% | New | 1,075 | $95K |
| Orion Capital Management LLC | 0.03% | No change | 1,051 | $93K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,014 | $89K |
| Caitlin John, LLC | 0.05% | No change | 1,009 | $89K |
| Barrett & Company, Inc. | 0.03% | Reduce -0.8% | 1,000 | $88K |
| Financial Management Professionals, Inc. | 0.01% | No change | 1,000 | $88K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $88K |
| Rialto Wealth Management, LLC | 0.02% | No change | 966 | $85K |
| Key Financial Inc | 0.02% | Add +114.2% | 966 | $85K |
| Financial Freedom, LLC | 0.04% | Add +8.7% | 951 | $84K |
| NFSG Corp | 0.01% | No change | 940 | $83K |
| Basepoint Wealth LLC | 0.05% | Reduce -5.0% | 931 | $82K |
| Bellevue Asset Management, LLC | 0.04% | No change | 931 | $82K |
| Blume Capital Management, Inc. | 0.01% | No change | 920 | $81K |
| Independence Bank of Kentucky | 0.01% | Reduce -18.5% | 900 | $79K |
| Decker Retirement Planning Inc. | 0.04% | Reduce -52.9% | 899 | $79K |
| Avion Wealth | 0.02% | Add +2.9% | 896 | $78K |
| Prosperity Bancshares Inc | 0.06% | No change | 858 | $76K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -3.2% | 850 | $75K |
| Valued Wealth Advisors LLC | 0.03% | Reduce -0.5% | 831 | $73K |
| Mizuho Securities Co. Ltd. | 0.95% | New | 830 | $73K |
| Sittner & Nelson, LLC | 0.03% | No change | 816 | $72K |
| Missouri Trust & Investment Co | 0.02% | Reduce -11.1% | 800 | $71K |
| Manning & Napier Advisors LLC | 0.00% | No change | 791 | $70K |
| Pingora Partners LLC | 0.04% | No change | 784 | $69K |
| Southern Michigan Bank & Trust | 0.03% | — | 781 | $69K |
| Princeton Global Asset Management LLC | 0.01% | No change | 766 | $68K |
| HM Payson & Co. | 0.00% | No change | 761 | $67K |
| Truvestments Capital LLC | 0.01% | No change | 759 | $67K |
| Wellington Grp LLC | 0.02% | New | 749 | $66K |
| Addison Advisors LLC | 0.01% | No change | 737 | $65K |
| Duncker Streett & Co. Inc. | 0.01% | Add +0.7% | 730 | $64K |
| Pacifica Partners Inc. | 0.02% | No change | 729 | $64K |
| Magnolia Wealth Management, LLC | 0.04% | New | 718 | $63K |
| First Financial Corp. | 0.02% | No change | 715 | $63K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -25.8% | 713 | $63K |
| Founders Capital Management | 0.03% | No change | 710 | $63K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 708 | $62K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 707 | $62K |
| Chesapeake Asset Management LLC | 0.05% | No change | 701 | $62K |
| Zions Bancorporation, National Association | 0.00% | No change | 695 | $61K |
| Financial Life Planners | 0.05% | New | 675 | $60K |
| Archer Investment Corp | 0.01% | No change | 673 | $59K |
| Basso Capital Management, L.P. | 0.03% | New | 647 | $57K |
| Costello Asset Management, INC | 0.02% | No change | 646 | $57K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 633 | $56K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +23.0% | 615 | $54K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 6,496 | $54K |
| Dogwood Wealth Management LLC | 0.02% | No change | 599 | $53K |
| LM Advisors LLC | 0.29% | Add +4.5% | 4,533 | $51K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 560 | $49K |
| Godsey & Gibb, Inc. | 0.00% | No change | 530 | $47K |
| MH & Associates Securities Management Corp. | 0.04% | No change | 515 | $45K |
| MidFirst Bank | 0.00% | No change | 515 | $45K |
| Investors Portfolio Services LLC | 0.04% | New | 510 | $45K |
| Wilkerson Advisory Group LLC | 0.02% | Reduce -31.4% | 497 | $44K |
| Lloyd Advisory Services, LLC. | 0.01% | Add +355.6% | 492 | $43K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -59.0% | 492 | $43K |
| Triumph Capital Management | 0.01% | No change | 480 | $42K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 454 | $40K |
| Hamrick Investment Counsel, llc | 0.02% | No change | 450 | $40K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 449 | $40K |
| Capital Advisor Network LLC | 0.05% | — | 444 | $39K |
| Salomon & Ludwin, LLC | 0.00% | No change | 438 | $39K |
| Evolution Wealth Management Inc. | 0.03% | Add +40.3% | 432 | $38K |
| DHJJ Financial Advisors, Ltd. | 0.01% | New | 420 | $37K |
| Clarity Asset Management, Inc. | 0.02% | New | 402 | $35K |
| MTM Investment Management, LLC | 0.01% | No change | 400 | $35K |
| SRH Advisors, LLC | 0.01% | No change | 400 | $35K |
| GHP Investment Advisors, Inc. | 0.00% | New | 400 | $35K |
| Trust Co. of Toledo NA | 0.00% | No change | 384 | $34K |
| Dynamic Wealth Strategies, LLC | 0.02% | Reduce -14.8% | 380 | $34K |
| Dakota Community Bank & Trust NA | 0.11% | No change | 375 | $33K |
| Old Second National Bank of Aurora | 0.01% | No change | 375 | $33K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 368 | $32K |
| Gables Capital Management Inc. | 0.01% | No change | 355 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 350 | $31K |
| Team Financial Group, LLC | 0.01% | No change | 343 | $30K |
| Longview Financial Advisors, Inc. | 0.02% | New | 333 | $29K |
| Monetary Solutions, Ltd | 0.03% | No change | 326 | $29K |
| Trust Co | 0.00% | No change | 326 | $29K |
| Kelleher Financial Advisors | 0.01% | Add +62.9% | 448 | $28K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 312 | $28K |
| Chelsea Counsel Co. | 0.01% | No change | 309 | $27K |
| Fairway Wealth LLC | 0.01% | Add +525.0% | 300 | $26K |
| Intesa Sanpaolo Wealth Management | 0.01% | No change | 300 | $26K |
| Merkkuri Wealth Advisors LLC | 0.02% | New | 296 | $26K |
| Sunrise Financial Services, LLC | 0.02% | No change | 291 | $26K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -7.0% | 291 | $26K |
| Ankerstar Wealth, LLC | 0.03% | No change | 284 | $25K |
| Wall Street Financial Group, Inc. | 0.01% | New | 267 | $24K |
| Meramec Financial Planners, LLC | 0.01% | No change | 256 | $23K |
| Fiduciary Advisors, Inc. | 0.02% | No change | 256 | $23K |
| GoalVest Advisory LLC | 0.00% | No change | 250 | $22K |
| Valley National Advisers Inc. | 0.00% | No change | 256 | $22K |
| Main Management LLC | 0.00% | No change | 250 | $22K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -12.1% | 248 | $22K |
| Bangor Savings Bank | 0.00% | No change | 247 | $22K |
| Millstone Evans Group, LLC | 0.01% | No change | 243 | $21K |
| Signature Equity Partners, LLC | 0.01% | Reduce -33.1% | 224 | $20K |
| Napier Financial, LLC | 0.00% | New | 221 | $19K |
| Aventura Private Wealth, LLC | 0.01% | No change | 219 | $19K |
| Dunhill Financial, LLC | 0.00% | Reduce -53.3% | 218 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | New | 216 | $19K |
| Atwood & Palmer Inc. | 0.00% | No change | 200 | $18K |
| Delta Asset Management LLC | 0.00% | No change | 190 | $17K |
| Fort Vancouver Investment Management, LLC | 0.01% | New | 181 | $16K |
| Anfield Capital Management, LLC | 0.00% | New | 181 | $16K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 178 | $16K |
| Hoey Investments, Inc. | 0.00% | No change | 175 | $15K |
| Strive Financial Group ,LLC | 0.01% | Add +170.2% | 154 | $14K |
| Osbon Capital Management LLC | 0.01% | No change | 157 | $14K |
| Key Capital Management, INC | 0.01% | Reduce -60.3% | 156 | $14K |
| Hickory Point Bank & Trust | 0.01% | New | 155 | $14K |
| Ascentis Wealth Management, LLC | 0.00% | Add +188.7% | 153 | $13K |
| United Financial Planning Group LLC | 0.01% | No change | 152 | $13K |
| IFG Advisory, LLC | 0.04% | Reduce -99.4% | 145 | $13K |
| Louisbourg Investments Inc. | 0.00% | No change | 140 | $12K |
| Sawyer & Company, Inc | 0.00% | No change | 135 | $12K |
| Kozak & Associates, Inc. | 0.00% | Add +41.8% | 129 | $12K |
| Go Invest LLC | 0.00% | Add +42.9% | 130 | $11K |
| TD Capital Management LLC | 0.00% | No change | 130 | $11K |
| Miller Capital Partners, Inc. | 0.01% | No change | 125 | $11K |
| Bare Financial Services, Inc | 0.00% | No change | 124 | $11K |
| Toth Financial Advisory Corp. | 0.00% | Add +14.8% | 124 | $11K |
| Inspire Investing, LLC | 0.00% | No change | 121 | $11K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 118 | $10K |
| Hurley Capital, LLC | 0.01% | Reduce -34.3% | 111 | $10K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -86.7% | 110 | $10K |
| Hilton Head Capital Partners, LLC | 0.00% | Add +123.3% | 96 | $8K |
| Holos Integrated Wealth LLC | 0.00% | New | 95 | $8K |
| Fairman Group, LLC | 0.01% | No change | 94 | $8K |
| YANKCOM Partnership | 0.00% | No change | 84 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 75 | $7K |
| Ares Financial Consulting, LLC | 0.01% | No change | 71 | $6K |
| Chilton Capital Management LLC | 0.00% | No change | 67 | $6K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 66 | $6K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 63 | $6K |
| Gilpin Wealth Management, LLC | 0.00% | Add +159.1% | 57 | $5K |
| Olistico Wealth, LLC | 0.00% | No change | 57 | $5K |
| SWAN Capital LLC | 0.00% | New | 56 | $5K |
| Bullock Wealth Management Group | 0.00% | No change | 55 | $5K |
| JDM Financial Group LLC | 0.00% | No change | 55 | $5K |
| Robinswood Financial LLC | 0.00% | Add +30.9% | 55 | $5K |
| Networth Advisors, LLC | 0.00% | No change | 51 | $4K |
| St Germain D J Co. Inc. | 0.00% | Add +5000.0% | 51 | $4K |
| Wealth Science Advisors LLC | 0.00% | New | 55 | $4K |
| CFG Wealth Management Services, Inc. | 0.00% | No change | 50 | $4K |
| Solstein Capital, LLC | 0.00% | Add +276.9% | 49 | $4K |
| Axiom Investment Management LLC | 0.00% | — | 47 | $4K |
| RHL Group, LLC | 0.00% | Reduce -99.7% | 43 | $4K |
| POM Investment Strategies, LLC | 0.00% | Reduce -80.3% | 42 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Add +105.0% | 41 | $4K |
| ESL Trust Services, LLC | 0.00% | No change | 41 | $4K |
| Creative Capital Management Investments LLC | 0.00% | No change | 40 | $4K |
| 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 |
| RMG Wealth Management LLC | 0.00% | New | 49 | $2K |
| 3 Factor Indexing, LLC | 0.00% | — | 25 | $2K |
| Park Place Capital Corp | 0.00% | Reduce -73.0% | 17 | $1K |
| Alerus Financial NA | 0.00% | No change | 13 | $1K |
| Merrithew & Thorsten Inc | 0.00% | No change | 20 | $1K |
| CKW Financial Group | 0.00% | No change | 9 | $1K |
| Pacific Center for Financial Services | 0.00% | New | 11 | $970 |
| Roxbury Financial LLC | 0.00% | No change | 10 | $882 |
| Anchor Investment Management, LLC | 0.00% | No change | 10 | $882 |
| Trifecta Capital Advisors, LLC | 0.00% | New | 10 | $882 |
| Curio Wealth, LLC | 0.00% | New | 7 | $617 |
| Johnson Financial Group, Inc. | 0.00% | New | 6 | $529 |
| Imprint Wealth LLC | 0.00% | No change | 3 | $264 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $88 |
"% of holder's portfolio" is IAU's weight in each manager's 13F, not the share of iShares Gold Trust the manager owns.