iShares Gold TrustIAUETF
13F holders, Q2 2026 (June 30)1,903holders −69
92new positions
158sold out
8famous investors
$75.64avg. 13F price*
At the end of Q2 2026, 1,903 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, down 69 from Q1 2026. 92 opened new positions and 158 sold out. The largest holders were Bank of America Corp. ($2.1B), Morgan Stanley ($1.7B) and FMR LLC ($1.0B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- iShares Gold Trust
- CUSIP
- 464285204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $495.3M |
| Exits | 158 | $232.2M |
All 13F filers, Q1 2026 → Q2 2026: 19,382,426 shares bought and 27,875,755 shares sold, net −8,493,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,903 holders
| Bank of America Corp. | 0.14% | Reduce -1.6% | 27,854,432 | $2.1B |
| Morgan Stanley | 0.09% | Reduce -1.1% | 22,991,594 | $1.7B |
| FMR LLC | 0.05% | Reduce -6.0% | 13,824,915 | $1.0B |
| Wells Fargo & Company | 0.17% | Reduce -2.7% | 12,829,309 | $968.7M |
| UBS Group AG | 0.15% | Reduce -18.9% | 12,415,020 | $937.5M |
| LPL Financial LLC | 0.19% | Add +7.6% | 10,952,646 | $827.0M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -2.1% | 8,801,039 | $664.6M |
| BlackRock, Inc. | 0.01% | Add +1.3% | 8,732,671 | $659.4M |
| Citigroup Inc. | 0.26% | Add +2.0% | 7,264,173 | $548.5M |
| Alliancebernstein L.P. | 0.17% | Reduce -0.4% | 5,819,247 | $513.0M |
| Ameriprise Financial Inc. | 0.10% | Reduce -3.0% | 6,787,859 | $510.0M |
| WealthNavi Inc. | 3.94% | Reduce -3.9% | 6,653,240 | $502.4M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Reduce -2.0% | 6,320,401 | $477.3M |
| HRTG Gpe, LLC | 17.05% | Add +24.3% | 5,603,339 | $423.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -37.9% | 5,503,613 | $415.7M |
| Raymond James Financial Inc. | 0.11% | Reduce -2.9% | 5,351,664 | $404.1M |
| Northern Trust Corp. | 0.05% | Reduce -0.5% | 5,260,337 | $397.2M |
| Empower Advisory Group, LLC | 0.94% | Reduce -3.1% | 5,237,754 | $395.5M |
| Royal Bank of Canada | 0.05% | Reduce -2.1% | 3,743,885 | $282.7M |
| Keybank National Association | 0.91% | Add +1.3% | 3,665,787 | $276.8M |
| Diameter Capital Partners LP | 33.43% | New | 3,363,600 | $254.0M |
| HighTower Advisors, LLC | 0.24% | Reduce -1.3% | 3,247,846 | $245.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.13% | Reduce -13.8% | 3,114,126 | $235.1M |
| Commonwealth Equity Services, LLC | 0.29% | Reduce -3.2% | 3,104,618 | $234.4M |
| Truist Financial Corp. | 0.27% | Reduce -43.7% | 2,939,343 | $221.9M |
| Cerity Partners LLC | 0.27% | Reduce -7.1% | 2,933,050 | $221.5M |
| CIBC Bancorp USA Inc. | 0.26% | Add +2.1% | 2,756,374 | $208.2M |
| Erste Asset Management GmbH | 1.54% | Reduce -1.2% | 2,623,650 | $198.1M |
| Stifel Financial Corp. | 0.14% | Add +0.1% | 2,226,695 | $168.1M |
| Proficio Capital Partners LLC | 5.94% | Add +5.7% | 2,191,169 | $165.5M |
| Captrust Financial Advisors | 0.25% | Reduce -9.8% | 2,179,893 | $164.6M |
| Harvard Management Co. Inc. | 3.51% | New | 1,980,085 | $149.5M |
| Rockefeller Capital Management L.P. | 0.22% | Reduce -2.7% | 1,915,838 | $144.7M |
| Osaic Holdings, Inc. | 0.17% | Add +5.3% | 1,880,448 | $142.0M |
| Bank of New York Mellon Corp | 0.02% | Add +8.8% | 1,840,038 | $138.9M |
| Cresset Asset Management, LLC | 0.49% | Reduce -0.0% | 1,770,971 | $133.7M |
| Arnhold LLC | 9.29% | No change | 1,757,254 | $132.7M |
| Citadel Advisors | 0.08% | Add +32.8% | 1,720,597 | $129.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.4% | 1,670,513 | $126.1M |
| Wealthspire Advisors, LLC | 0.69% | Add +5283.6% | 1,659,286 | $125.3M |
| Equitable Trust Co. | 5.22% | Reduce -2.6% | 1,657,565 | $125.2M |
| AlTi Global, Inc. | 2.58% | Add +5.4% | 1,651,446 | $124.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -8.6% | 1,646,017 | $124.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.6% | 1,616,153 | $122.0M |
| Pennsylvania State University | 47.82% | No change | 1,574,099 | $118.9M |
| Moon Capital Management LP | 79.53% | No change | 1,559,604 | $117.8M |
| Tocqueville Asset Management L.P. | 1.55% | Reduce -5.1% | 1,551,830 | $117.2M |
| Chevy Chase Trust Holdings, LLC | 0.29% | Reduce -5.2% | 1,493,851 | $112.8M |
| Cetera Investment Advisers | 0.10% | Add +4.3% | 1,433,117 | $108.2M |
| Allianz SE | 1.10% | Add +2.6% | 1,381,533 | $104.3M |
| PNC Financial Services Group, Inc. | 0.05% | Add +3.3% | 1,337,852 | $101.0M |
| CRCM LP | 65.22% | Add +5.1% | 1,313,821 | $99.2M |
| Baird Financial Group, Inc. | 0.13% | Reduce -5.1% | 1,279,618 | $96.6M |
| Twin Focus Capital Partners, LLC | 9.18% | Add +2.9% | 1,195,340 | $90.3M |
| MML Investors Services, LLC | 0.18% | Add +4.8% | 1,186,238 | $89.6M |
| Emory University | 55.88% | Add +0.0% | 1,184,586 | $89.4M |
| Neuberger Berman Group LLC | 0.06% | Reduce -0.2% | 1,130,603 | $85.4M |
| Mariner, LLC | 0.09% | Reduce -18.7% | 1,129,781 | $85.3M |
| Jane Street Group, LLC | 0.05% | Add +202.2% | 1,126,052 | $85.0M |
| Franklin Resources Inc. | 0.02% | Reduce -3.0% | 1,074,602 | $81.1M |
| Focus Partners Wealth | 0.08% | Reduce -2.3% | 1,038,795 | $78.4M |
| Beacon Investment Advisory Services, Inc. | 2.86% | Add +4.9% | 1,019,061 | $76.9M |
| Public Employees Retirement System of Ohio | 0.23% | No change | 1,017,800 | $76.9M |
| Dynasty Wealth Management, LLC | 0.57% | Add +0.2% | 1,013,648 | $76.5M |
| Assetmark, Inc. | 0.13% | Add +16.9% | 985,621 | $74.4M |
| Deutsche Bank AG | 0.02% | Reduce -1.8% | 980,233 | $74.0M |
| MAI Capital Management | 0.28% | Add +30.0% | 977,186 | $73.8M |
| VCU Investment Management Co | 100.00% | Add +27.3% | 969,928 | $73.2M |
| Forbes J M & Co. LLP | 5.41% | Reduce -0.8% | 911,672 | $68.8M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -5.5% | 907,369 | $68.5M |
| Janney Montgomery Scott LLC | 0.13% | Add +3.4% | 904,231 | $68.3M |
| Pictet Asset Management Holding SA | 0.06% | Add +70.3% | 899,141 | $67.9M |
| CENTRAL TRUST Co | 1.21% | Reduce -4.0% | 887,292 | $67.0M |
| Barclays PLC | 0.02% | Reduce -0.1% | 880,867 | $66.5M |
| OneDigital Investment Advisors LLC | 0.56% | Add +4.0% | 877,484 | $66.3M |
| Permanens Capital L.P. | 6.66% | Reduce -54.5% | 858,088 | $64.8M |
| First Command Advisory Services, Inc. | 0.38% | Reduce -17.5% | 849,212 | $64.1M |
| Circle Wealth Management, LLC | 0.78% | No change | 819,093 | $61.8M |
| Mainstay Capital Management LLC | 4.51% | Reduce -45.8% | 807,662 | $61.0M |
| Creative Planning | 0.04% | Reduce -3.5% | 792,471 | $59.8M |
| Tanglewood Wealth Management, Inc. | 5.01% | Reduce -14.9% | 780,110 | $58.9M |
| Oxbow Advisors, LLC | 4.82% | Add +13.8% | 774,373 | $58.5M |
| Anderson Hoagland & Co. | 4.55% | Reduce -4.7% | 769,660 | $58.1M |
| NewEdge Advisors, LLC | 0.17% | Add +4.0% | 756,577 | $57.1M |
| Sanctuary Advisors, LLC | 0.26% | Add +2.3% | 744,703 | $56.2M |
| Jones Financial Companies LLLP | 0.02% | Add +13.2% | 733,498 | $56.2M |
| National Philanthropic Trust | 0.81% | Reduce -2.2% | 742,991 | $56.1M |
| Gotham Asset Management | 0.13% | Add +0.0% | 730,122 | $55.1M |
| Cambridge Associates LLC /Ma/ | 0.77% | Reduce -4.4% | 707,800 | $53.4M |
| Axxcess Wealth Management, LLC | 0.84% | Add +4.1% | 699,025 | $52.8M |
| Foundations Investment Advisors, LLC | 0.54% | Add +10.4% | 691,008 | $52.2M |
| Narwhal Capital Management | 3.50% | Add +0.1% | 672,087 | $50.7M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -2.3% | 667,089 | $50.4M |
| Employees Retirement System of Texas | 0.47% | Reduce -79.8% | 663,500 | $50.1M |
| Capital Asset Advisory Services LLC | 1.80% | Add +3.0% | 660,237 | $49.9M |
| EverSource Wealth Advisors, LLC | 1.67% | Reduce -1.7% | 655,374 | $49.5M |
| HSBC Holdings PLC | 0.02% | Add +4.1% | 650,137 | $49.1M |
| Biltmore Family Office, LLC | 6.41% | Reduce -2.5% | 645,613 | $48.8M |
| Meridian Wealth Advisors, LLC | 5.50% | Add +9.6% | 641,393 | $48.4M |
| GenWealth Group, Inc. | 7.49% | Add +1.8% | 636,522 | $48.1M |
| Ieq Capital, LLC | 0.22% | Reduce -11.1% | 635,258 | $48.0M |
| Evercore Wealth Management, LLC | 0.67% | Add +1.2% | 627,964 | $47.4M |
| Park Avenue Securities LLC | 0.29% | Add +3.7% | 606,122 | $45.8M |
| Williams Jones Wealth Management, LLC. | 0.52% | Reduce -7.7% | 605,714 | $45.7M |
| National Bank of Canada | 0.04% | Reduce -0.1% | 604,758 | $45.7M |
| Intellus Advisors LLC | 5.41% | Add +2.3% | 589,664 | $44.5M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -1.6% | 583,062 | $44.0M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +5.1% | 575,894 | $43.5M |
| Strategic Point Investment Advisors, LLC | 5.46% | Add +3.9% | 555,178 | $41.9M |
| IFP Advisors, Inc | 0.76% | Reduce -2.1% | 555,136 | $41.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.14% | Reduce -10.2% | 538,401 | $40.7M |
| Eurizon Asset Management Hungary Ltd. | 42.86% | Add +10.6% | 533,074 | $40.3M |
| Steward Partners Investment Advisory, LLC | 0.20% | Reduce -17.1% | 530,298 | $40.0M |
| Blair William & Co. | 0.10% | Reduce -1.0% | 524,796 | $39.6M |
| TD Waterhouse Canada Inc. | 0.10% | Add +13.2% | 517,314 | $39.3M |
| Cadinha & Co. LLC | 5.78% | Reduce -1.0% | 516,618 | $39.0M |
| Stuart Investment Advisors, Inc. | 15.60% | Reduce -2.9% | 513,674 | $38.8M |
| Corient Private Wealth LP | 0.05% | Reduce -16.6% | 503,990 | $38.1M |
| Acorn Financial Advisory Services Inc. | 5.01% | Add +3.4% | 500,409 | $37.8M |
| Fifth Third Bancorp | 0.06% | Add +30.2% | 495,989 | $37.5M |
| Zhang Financial LLC | 1.03% | Add +0.9% | 467,941 | $35.3M |
| Blue Trust, Inc. | 0.36% | Reduce -2.1% | 460,543 | $34.8M |
| Capital Group Private Client Services, Inc. | 0.49% | Add +0.1% | 458,998 | $34.7M |
| Merit Financial Group, LLC | 0.21% | Reduce -24.8% | 448,234 | $33.8M |
| Checchi Capital Advisers, LLC | 2.13% | Add +40.2% | 444,396 | $33.6M |
| Argos Wealth Advisors, LLC | 8.82% | Add +2.5% | 440,971 | $33.3M |
| Beacon Pointe Advisors, LLC | 0.15% | Reduce -5.3% | 431,181 | $32.6M |
| Bank of Montreal | 0.01% | Reduce -0.7% | 426,515 | $32.2M |
| Spinnaker Trust | 1.55% | Add +1.2% | 422,086 | $31.9M |
| WESCAP Management Group, Inc. | 5.94% | Reduce -1.6% | 421,606 | $31.8M |
| Sagespring Wealth Partners, LLC | 0.48% | Add +4.6% | 413,958 | $31.3M |
| Bfsg, LLC | 2.67% | Add +2.9% | 397,969 | $30.1M |
| VPR Management LLC | 11.99% | No change | 395,430 | $29.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -2.1% | 587,655 | $29.4M |
| TRUE Private Wealth Advisors | 2.54% | Add +89.3% | 389,255 | $29.4M |
| Pathstone Holdings, LLC | 0.08% | Add +172.6% | 380,803 | $28.8M |
| Independent Family Office, LLC | 11.40% | Add +0.6% | 375,916 | $28.4M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +5.9% | 374,204 | $28.3M |
| Equitable Holdings, Inc. | 0.17% | Reduce -46.2% | 371,845 | $28.1M |
| First Foundation Advisors | 0.98% | Add +3.3% | 359,362 | $27.1M |
| Quent Capital, LLC | 1.65% | Add +0.7% | 355,443 | $26.8M |
| Shah Wealth Advisors, LLC | 6.19% | — | 355,328 | $26.8M |
| Leavell Investment Management, Inc. | 0.98% | Add +9.3% | 353,641 | $26.7M |
| Waverly Advisors, LLC | 0.15% | Add +223.4% | 353,400 | $26.7M |
| VCI Wealth Management LLC | 6.58% | Add +9.2% | 347,507 | $26.2M |
| Chemistry Wealth Management LLC | 4.20% | Add +0.1% | 346,112 | $26.1M |
| Modern Wealth Management, LLC | 0.31% | Add +23.1% | 345,528 | $26.1M |
| Perigon Wealth Management, LLC | 0.41% | Add +0.7% | 344,717 | $26.0M |
| Arkos Global Advisors | 3.06% | Add +5.6% | 342,456 | $25.9M |
| Summit Trail Advisors, LLC | 0.32% | Add +0.2% | 336,707 | $25.4M |
| Kingsview Wealth Management, LLC | 0.31% | Reduce -2.3% | 335,451 | $25.3M |
| Mader & Shannon Wealth Management, Inc. | 11.79% | Add +0.4% | 334,134 | $25.2M |
| Dakota Wealth Management | 0.48% | Add +0.4% | 330,096 | $24.9M |
| Stratos Wealth Partners, LTD. | 0.25% | Reduce -41.7% | 329,879 | $24.9M |
| MacKay Shields LLC | 9.82% | Reduce -15.9% | 328,020 | $24.8M |
| M&T Bank Corp | 0.07% | Add +0.9% | 319,149 | $24.1M |
| Parcion Private Wealth LLC | 1.34% | Reduce -3.1% | 318,583 | $24.1M |
| Orion Porfolio Solutions, LLC | 0.18% | Reduce -6.7% | 318,499 | $24.0M |
| Oppenheimer Asset Management Inc. | 0.25% | Add +6.6% | 313,194 | $23.6M |
| Cibc World Market Inc. | 0.04% | Reduce -12.3% | 312,888 | $23.6M |
| Chatham Capital Group, Inc. | 3.01% | Reduce -3.6% | 312,445 | $23.6M |
| Prime Capital Investment Advisors, LLC | 0.23% | Reduce -1.1% | 312,256 | $23.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Reduce -16.1% | 311,696 | $23.5M |
| Vision Capital Management, Inc. | 2.65% | Add +2.1% | 307,858 | $23.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.16% | Add +143.6% | 307,145 | $23.2M |
| AllGen Financial Advisors, Inc. | 5.05% | Reduce -7.8% | 306,180 | $23.1M |
| Baldwin Wealth Partners LLC | 1.49% | Add +2.3% | 301,674 | $22.8M |
| Bokf, NA | 0.31% | Reduce -1.7% | 301,157 | $22.7M |
| Farther Finance Advisors, LLC | 0.18% | Add +0.6% | 299,942 | $22.6M |
| LVM Capital Management Ltd. | 1.89% | Reduce -0.5% | 299,586 | $22.6M |
| China Universal Asset Management Co., Ltd. | 1.35% | Reduce -24.4% | 297,940 | $22.5M |
| Prudential PLC | 0.15% | Add +39.6% | 295,485 | $22.3M |
| Cardinal Point Capital Management ULC | 1.26% | Reduce -2.7% | 295,330 | $22.3M |
| Fifth Third Securities, Inc. | 1.25% | Add +1.5% | 289,279 | $21.8M |
| Sowa Financial Group, Inc. | 10.04% | Reduce -4.0% | 285,204 | $21.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +76.0% | 284,219 | $21.5M |
| Coastal Bridge Advisors, LLC | 1.33% | Add +0.3% | 284,111 | $21.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -51.9% | 283,701 | $21.4M |
| Ashton Thomas Private Wealth, LLC | 0.44% | Add +2.0% | 282,506 | $21.3M |
| James Investment Research, Inc. | 2.16% | Reduce -1.1% | 281,952 | $21.3M |
| Stephens Inc. | 0.24% | Add +2.8% | 281,519 | $21.3M |
| Wallington Asset Management, LLC | 2.60% | Add +0.8% | 280,535 | $21.2M |
| Nkcfo LLC | 6.39% | No change | 279,400 | $21.1M |
| Modus Advisors, LLC | 5.16% | Add +1.3% | 276,829 | $20.9M |
| AMG National Trust Bank | 0.42% | Reduce -9.8% | 272,942 | $20.6M |
| Commerce Bank | 0.09% | Reduce -2.6% | 272,265 | $20.6M |
| Cypress Capital Group | 1.90% | Reduce -1.0% | 269,426 | $20.3M |
| Evolve Private Wealth, LLC | 1.23% | Add +10.4% | 265,660 | $20.1M |
| Fourpath Capital Management, LLC | 2.64% | Reduce -31.4% | 265,275 | $20.0M |
| Allworth Financial LP | 0.08% | Add +1.4% | 263,548 | $19.9M |
| Sofi Wealth, LLC | 0.80% | Add +9.2% | 263,368 | $19.9M |
| OpenArc Corporate Advisory, LLC | 0.23% | Add +2.8% | 261,405 | $19.7M |
| Syon Capital LLC | 0.85% | Reduce -0.1% | 259,519 | $19.6M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -18.0% | 258,407 | $19.5M |
| Brookstone Capital Management | 0.20% | Add +4.0% | 258,296 | $19.5M |
| Savvy Advisors, Inc. | 0.41% | Add +7.5% | 251,889 | $19.0M |
| Wealth Quarterback LLC | 5.85% | Add +38.1% | 250,563 | $18.9M |
| Arax Advisory Partners | 0.13% | Add +158.8% | 249,615 | $18.8M |
| Summit Financial, LLC | 0.21% | Reduce -3.3% | 248,254 | $18.7M |
| Pictet North America Advisors SA | 1.65% | Reduce -0.1% | 248,044 | $18.7M |
| Cyndeo Wealth Partners, LLC | 0.88% | Reduce -0.3% | 247,086 | $18.7M |
| Hamilton Wealth, LLC | 3.40% | Reduce -0.7% | 245,631 | $18.5M |
| JSF Financial, LLC | 2.97% | Add +13.7% | 244,608 | $18.5M |
| Timber Creek Capital Management LLC | 3.73% | Add +0.6% | 241,959 | $18.3M |
| Mgo One Seven LLC | 0.30% | Add +11.8% | 241,931 | $18.3M |
| CPA Asset Management Group, LLC | 5.24% | Add +1.7% | 240,930 | $18.2M |
| Bcwm, LLC | 5.32% | Add +1.8% | 240,889 | $18.2M |
| US Bancorp \de | 0.02% | Reduce -1.9% | 240,126 | $18.1M |
| EP Wealth Advisors, LLC | 0.07% | Add +346.9% | 234,174 | $17.7M |
| Sterling Financial Planning, Inc. | 4.80% | Reduce -0.7% | 233,678 | $17.6M |
| Lifeworks Advisors, LLC | 1.84% | Add +11.3% | 232,160 | $17.5M |
| Private Advisor Group, LLC | 0.08% | Reduce -0.9% | 228,943 | $17.3M |
| Faithward Advisors, LLC | 2.10% | Reduce -2.4% | 228,192 | $17.2M |
| Cohen & Steers, Inc. | 0.03% | Add +10.3% | 228,069 | $17.2M |
| UMB Bank, n.a. | 0.22% | Reduce -8.1% | 226,229 | $17.1M |
| Advisory Services Network, LLC | 0.19% | Add +3.7% | 224,727 | $17.0M |
| Verger Capital Management LLC | 4.95% | Add +5.0% | 223,830 | $16.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.65% | Add +5.2% | 223,547 | $16.9M |
| Sigma Planning Corp | 0.42% | Reduce -2.3% | 220,618 | $16.7M |
| Fielder Capital Group LLC | 3.57% | Reduce -1.3% | 218,233 | $16.5M |
| Forza Wealth Management, LLC | 5.02% | Add +9.8% | 216,851 | $16.4M |
| First American Trust, FSB | 0.98% | Reduce -20.3% | 214,200 | $16.2M |
| Quest Investment Management LLC | 1.88% | No change | 212,782 | $16.1M |
| NorthCrest Asset Manangement, LLC | 0.41% | Reduce -3.0% | 205,888 | $16.0M |
| &partners | 0.07% | Add +2.9% | 209,714 | $15.8M |
| HB Wealth Management, LLC | 0.09% | Add +1.0% | 208,539 | $15.7M |
| Hamilton Point Investment Advisors, LLC | 2.19% | Add +0.3% | 205,853 | $15.5M |
| Sage Private Wealth Group, LLC | 6.96% | Add +9.6% | 204,868 | $15.5M |
| Brown Advisory Inc. | 0.02% | Reduce -3.5% | 202,270 | $15.3M |
| CSS LLC | 2.03% | No change | 200,040 | $15.1M |
| Advocacy Wealth Management, LLC | 0.54% | Add +6.6% | 197,676 | $14.9M |
| World Investment Advisors | 0.25% | Reduce -0.2% | 172,440 | $14.9M |
| White Lighthouse Investment Management Inc. | 1.85% | Add +1.3% | 196,065 | $14.8M |
| Renaissance Technologies | 0.02% | Add +57.6% | 195,400 | $14.8M |
| Twin Tree Management, LP | 2.29% | Add +55.6% | 194,746 | $14.7M |
| DWM Financial Group, Inc. | 13.01% | — | 179,766 | $14.6M |
| GAMCO Investors | 0.13% | No change | 187,221 | $14.1M |
| Resonant Capital Advisors, LLC | 0.66% | Reduce -0.1% | 184,243 | $13.9M |
| Van Hulzen Asset Management, LLC | 0.99% | Add +1.1% | 183,362 | $13.8M |
| Three Bridge Wealth Advisors, LLC | 3.46% | Reduce -0.7% | 183,087 | $13.8M |
| Purkiss Capital Advisors LLC | 5.24% | Reduce -2.6% | 182,194 | $13.8M |
| Private Harbour Investment Management & Counsel, LLC | 16.13% | Reduce -0.8% | 180,105 | $13.6M |
| AQR Capital Management | 0.00% | Add +3.9% | 179,467 | $13.6M |
| Kestra Private Wealth Services, LLC | 0.15% | Reduce -7.4% | 179,228 | $13.5M |
| Wealth Management Partners, LLC | 3.16% | Reduce -2.8% | 177,803 | $13.4M |
| Regency Capital Management Inc.\DE | 5.34% | Add +0.9% | 177,738 | $13.4M |
| Legend Financial Advisors, Inc. | 7.59% | Add +0.8% | 176,990 | $13.4M |
| JB Capital LLC | 0.46% | Add +29.4% | 175,850 | $13.3M |
| EFG International AG | 0.25% | Add +2.0% | 175,224 | $13.2M |
| Clear Harbor Asset Management, LLC | 0.82% | Reduce -0.2% | 174,349 | $13.2M |
| NTV Asset Management LLC | 1.28% | Reduce -1.3% | 173,052 | $13.1M |
| Upper Left Wealth Management, LLC | 6.92% | Add +4.0% | 165,498 | $12.5M |
| Stonebridge Financial Group, LLC | 0.95% | Reduce -0.6% | 165,248 | $12.5M |
| Seeds Investor LLC | 1.26% | Add +19.9% | 162,857 | $12.3M |
| United Capital Financial Advisors, LLC | 0.07% | Add +1.8% | 162,235 | $12.3M |
| Mesirow Financial Investment Management, Inc. | 0.19% | Add +1.0% | 160,957 | $12.2M |
| Stephen J. Garry & Associates, LLC | 8.84% | Add +0.3% | 160,529 | $12.1M |
| Spectrum Asset Management, Inc. (NB/CA) | 3.35% | Reduce -0.5% | 159,602 | $12.1M |
| Sapient Capital LLC | 0.16% | Add +7.5% | 158,839 | $12.0M |
| Rogco, LP | 3.65% | Add +6.8% | 158,010 | $11.9M |
| Apollon Wealth Management, LLC | 0.14% | Reduce -6.4% | 157,656 | $11.9M |
| Grove Bank & Trust | 1.17% | Add +6.9% | 156,618 | $11.8M |
| CreativeOne Wealth, LLC | 0.25% | Add +3.4% | 156,405 | $11.8M |
| LaSalle St. Investment Advisors, LLC | 1.43% | Add +34.8% | 154,581 | $11.7M |
| Sage Rhino Capital LLC | 1.90% | Reduce -21.2% | 153,370 | $11.6M |
| Jump Financial, LLC | 0.11% | New | 153,145 | $11.6M |
| Midwest Trust Co | 0.13% | Reduce -1.9% | 152,876 | $11.5M |
| Bulltick Wealth Management, LLC | 2.35% | Add +7.9% | 152,699 | $11.5M |
| Parkside Investments, LLC | 1.27% | Add +3.5% | 151,885 | $11.5M |
| Flputnam Investment Management Co. | 0.14% | Add +3.6% | 151,511 | $11.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.56% | Add +59.1% | 150,646 | $11.4M |
| Morton Capital Management LLC | 1.55% | Reduce -1.0% | 150,109 | $11.3M |
| E Fund Management Co., Ltd. | 0.25% | No change | 149,964 | $11.3M |
| Ascent Group, LLC | 0.34% | Add +10.5% | 149,714 | $11.3M |
| Marino Management, LLC | 2.35% | No change | 149,479 | $11.3M |
| Harbour Wealth Management Group, Inc. | 7.62% | Reduce -0.3% | 149,297 | $11.3M |
| Shepherd Financial Partners LLC | 0.92% | Add +12.2% | 149,054 | $11.3M |
| Signet Investment Advisory Group, Inc. | 4.90% | Reduce -1.8% | 147,594 | $11.1M |
| Old Port Advisors | 2.18% | Add +2.9% | 146,190 | $11.0M |
| Wills Financial Group LLC | 3.99% | Reduce -0.8% | 145,131 | $11.0M |
| Clear Wave Wealth Management LLC | 2.42% | Add +16.8% | 144,266 | $10.9M |
| BSW Wealth Partners | 1.21% | Reduce -6.5% | 143,524 | $10.8M |
| Broussard Financial Group LLC | 8.66% | Reduce -8.9% | 143,120 | $10.8M |
| DSG Capital Advisors, LLC | 1.53% | Add +0.1% | 141,590 | $10.8M |
| Avestar Capital, LLC | 0.64% | Add +6.9% | 142,505 | $10.8M |
| Waterloo Capital, L.P. | 0.59% | Add +27.8% | 139,369 | $10.5M |
| Tudor Investment Corporation | 0.04% | Add +3.9% | 138,128 | $10.4M |
| LifeWealth Investments, LLC | 2.78% | Add +12.0% | 137,841 | $10.4M |
| Xcelsior Advisor Partners LLC | 1.37% | Add +91.7% | 137,167 | $10.4M |
| New Harbor Financial Group, LLC | 1.63% | Reduce -60.2% | 135,621 | $10.2M |
| Topor & Co. Korea | 7.86% | Reduce -0.7% | 131,980 | $10.0M |
| Spire Wealth Management | 0.30% | Reduce -4.3% | 131,886 | $10.0M |
| Avaii Wealth Management, LLC | 2.92% | Add +9.9% | 131,621 | $9.9M |
| MBA Advisors LLC | 3.38% | Add +8.1% | 131,576 | $9.9M |
| Whittier Trust Co. of Nevada Inc. | 0.19% | No change | 128,254 | $9.9M |
| LifePlan Financial, LLC | 6.94% | Reduce -3.2% | 131,129 | $9.9M |
| Vernal Point Advisors, LLC | 3.31% | No change | 129,807 | $9.8M |
| VestGen Advisors, LLC | 0.29% | Add +9.0% | 129,743 | $9.8M |
| Roehl & Yi Investment Advisors, LLC | 3.21% | Add +139.4% | 317,153 | $9.8M |
| SBI Securities Co., Ltd. | 0.22% | Reduce -3.0% | 128,990 | $9.7M |
| Townsend & Associates, Inc | 0.83% | Add +0.6% | 129,101 | $9.7M |
| JNBA Financial Advisors | 0.74% | Reduce -1.5% | 128,823 | $9.7M |
| Flow Traders U.S. LLC | 0.40% | New | 128,169 | $9.7M |
| NewEdge Wealth, LLC | 0.10% | Reduce -1.3% | 127,922 | $9.7M |
| Camden National Bank | 1.25% | Add +42.8% | 126,913 | $9.6M |
| Bigelow Investment Advisors, LLC | 3.47% | Reduce -3.1% | 126,904 | $9.6M |
| Diversify Advisory Services, LLC | 0.16% | New | 124,480 | $9.6M |
| Diversify Wealth Management, LLC | 0.16% | Add +5.3% | 124,480 | $9.6M |
| Global Wealth Strategies & Associates | 1.81% | Add +5.3% | 126,318 | $9.5M |
| Fairview Capital Investment Management, LLC | 0.50% | Reduce -5.6% | 126,011 | $9.5M |
| Independent Financial Group, LLC | 0.18% | Add +0.3% | 125,884 | $9.5M |
| Omnia Family Wealth, LLC | 2.55% | Reduce -0.6% | 125,816 | $9.5M |
| Fiduciary Financial Group, LLC | 1.08% | Add +20.7% | 125,744 | $9.5M |
| Ariston Services Group | 5.22% | Add +0.0% | 125,399 | $9.5M |
| Atria Investments, Inc | 0.09% | Reduce -4.7% | 125,220 | $9.5M |
| Deane Retirement Strategies, Inc. | 3.95% | Add +36.5% | 123,603 | $9.3M |
| Highland Financial Advisors, LLC | 2.05% | Reduce -7.4% | 123,538 | $9.3M |
| Cape Ann Savings Bank | 4.37% | Reduce -6.8% | 122,905 | $9.3M |
| Chandler Asset Management, Inc. | 1.30% | Add +12.3% | 122,575 | $9.3M |
| Stablepoint Partners, LLC | 1.25% | Add +1.9% | 120,038 | $9.1M |
| Osborne Partners Capital Management, LLC | 0.50% | Reduce -0.5% | 119,988 | $9.1M |
| Harvest Fund Management Co., Ltd | 0.30% | Reduce -20.8% | 118,298 | $8.9M |
| Wealthspan Partners, LLC | 2.81% | Reduce -0.2% | 118,207 | $8.9M |
| Lido Advisors, LLC | 0.03% | Add +1.6% | 118,131 | $8.9M |
| Meridian Investment Counsel Inc. | 1.91% | Reduce -3.3% | 117,933 | $8.9M |
| Ameritas Advisory Services, LLC | 0.18% | Add +120.3% | 116,916 | $8.8M |
| Silverleafe Capital Partners, LLC | 2.40% | Add +0.7% | 116,638 | $8.8M |
| Southeast Asset Advisors, LLC | 0.89% | No change | 115,740 | $8.7M |
| Sigma Investment Counselors Inc. | 0.42% | Reduce -3.1% | 114,383 | $8.6M |
| Bleakley Financial Group, LLC | 0.11% | Add +325.0% | 113,862 | $8.6M |
| Clear Creek Financial Management, LLC | 0.55% | Add +6.2% | 113,506 | $8.6M |
| Impact Investors, Inc | 6.25% | Reduce -10.4% | 113,149 | $8.5M |
| Exit Wealth Advisors, LLC. | 3.87% | Reduce -6.5% | 112,372 | $8.5M |
| Towneley Capital Management, Inc / DE | 1.65% | Add +2.2% | 111,410 | $8.4M |
| Compound Planning, Inc. | 0.22% | Reduce -7.5% | 111,023 | $8.4M |
| Callan Family Office, LLC | 0.16% | Add +2.6% | 110,566 | $8.3M |
| Clearstead Advisors, LLC | 0.08% | Add +220.0% | 109,777 | $8.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.22% | Reduce -13.5% | 109,489 | $8.3M |
| ABLE Financial Group, LLC | 1.39% | Add +10.2% | 109,438 | $8.3M |
| Braeburn Wealth Management LLC | 3.46% | Add +0.4% | 106,717 | $8.1M |
| Quantinno Capital Management LP | 0.01% | Add +15.7% | 106,205 | $8.0M |
| Plum Street Advisors, LLC | 2.56% | Reduce -2.0% | 106,103 | $8.0M |
| Ackerman Capital Advisors, LLC | 1.60% | Reduce -0.0% | 105,275 | $7.9M |
| Patton Fund Management, Inc. | 1.71% | Add +10.9% | 104,950 | $7.9M |
| Pekin Hardy Strauss, Inc. | 0.70% | Add +0.0% | 104,830 | $7.9M |
| Baker Avenue Asset Management, LP | 0.15% | Reduce -8.6% | 104,607 | $7.9M |
| Capital Advisors Inc. | 0.12% | Add +7.0% | 104,567 | $7.9M |
| Accretive Wealth Partners, LLC | 1.92% | Reduce -1.0% | 104,387 | $7.9M |
| IMC-Chicago, LLC | 0.07% | Add +273.9% | 104,170 | $7.9M |
| Sharkey, Howes & Javer | 0.95% | Add +15.8% | 103,871 | $7.8M |
| Wealth Care LLC | 6.33% | Reduce -1.5% | 103,583 | $7.8M |
| Maltin Wealth Management, Inc. | 2.60% | Add +2.0% | 102,963 | $7.8M |
| Battery Global Advisors, LLC | 3.88% | Add +1.7% | 102,542 | $7.7M |
| Insigneo Advisory Services, LLC | 0.29% | Add +78.6% | 101,985 | $7.7M |
| Lifelong Wealth Advisors, Inc. | 1.79% | Add +11.2% | 100,889 | $7.6M |
| Wealth Alliance, LLC | 0.64% | Reduce -0.3% | 100,720 | $7.6M |
| Summit Place Financial Advisors, LLC | 3.33% | Add +2.4% | 100,576 | $7.6M |
| DCF Advisers, LLC | 1.98% | No change | 100,000 | $7.6M |
| Cauble & Harre Wealth Management, Inc. | 6.05% | Reduce -9.2% | 99,931 | $7.5M |
| Okabena Investment Services Inc. | 1.35% | Reduce -0.1% | 99,913 | $7.5M |
| AdvisorNet Financial, Inc | 0.34% | Add +0.1% | 99,824 | $7.5M |
| Greenline Partners, LLC | 0.77% | Reduce -0.0% | 99,800 | $7.5M |
| CPR Investments Inc. | 5.78% | Reduce -9.0% | 99,464 | $7.5M |
| Jmac Enterprises LLC | 1.26% | Add +9.3% | 99,415 | $7.5M |
| Global Retirement Partners, LLC | 0.11% | — | 98,289 | $7.4M |
| Wellspring Financial Advisors, LLC | 0.49% | Add +0.1% | 98,043 | $7.4M |
| Bull Oak Capital, LLC | 2.46% | Reduce -2.2% | 97,670 | $7.4M |
| Vise Technologies, Inc. | 0.08% | Add +104.1% | 97,319 | $7.3M |
| Rochester Wealth Strategies, LLC | 4.05% | Add +15.5% | 96,854 | $7.3M |
| Blueprint Investment Partners LLC | 0.61% | Add +2.7% | 96,750 | $7.3M |
| Crescent Grove Advisors, LLC | 0.62% | Reduce -3.0% | 96,466 | $7.3M |
| Smith, Moore & Co. | 0.47% | Add +0.1% | 96,279 | $7.3M |
| Motco | 0.62% | Add +22.2% | 96,088 | $7.3M |
| Bessemer Group Inc. | 0.01% | Reduce -3.8% | 95,810 | $7.2M |
| Triad Wealth Partners, LLC | 0.43% | Add +19.5% | 94,937 | $7.2M |
| Argentarii, LLC | 2.17% | Add +19.0% | 87,728 | $7.2M |
| Kitching Partners, LLC | 6.18% | Add +0.2% | 95,210 | $7.2M |
| Larch Capital Partners LLC | 1.02% | Add +2.2% | 94,874 | $7.2M |
| Sage Investment Advisers LLC | 4.81% | Add +17.4% | 94,734 | $7.2M |
| WealthCare Investment Partners, LLC | 1.73% | Reduce -9.7% | 94,552 | $7.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -24.4% | 94,105 | $7.1M |
| SageGuard Financial Group, LLC | 0.99% | Add +17.8% | 93,314 | $7.0M |
| Compagnie Lombard Odier SCmA | 0.08% | Add +80.3% | 92,600 | $7.0M |
| RiverGlades Family Offices LLC | 3.20% | Add +4.9% | 92,315 | $7.0M |
| Cranbrook Wealth Management, LLC | 1.29% | Reduce -1.8% | 91,204 | $6.9M |
| Sowell Financial Services LLC | 0.22% | Reduce -41.7% | 89,851 | $6.8M |
| American Investment Services, Inc. | 1.43% | Reduce -1.9% | 89,415 | $6.8M |
| TriaGen Wealth Management LLC | 1.69% | Add +1.3% | 89,155 | $6.7M |
| Madden Advisory Services, Inc. | 2.40% | Add +0.8% | 88,555 | $6.7M |
| Kure Advisory, LLC | 3.14% | Reduce -0.5% | 87,752 | $6.6M |
| True North Advisors, LLC | 0.63% | New | 87,616 | $6.6M |
| Leslie Global Wealth, LLC | 2.56% | Add +12.9% | 87,210 | $6.6M |
| Rehmann Capital Advisory Group | 0.30% | Reduce -18.1% | 87,075 | $6.6M |
| Choreo, LLC | 0.07% | Reduce -6.7% | 86,982 | $6.6M |
| Welch & Forbes LLC | 0.08% | No change | 86,883 | $6.6M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +9.7% | 86,531 | $6.5M |
| Blueprint Financial Advisors LLC | 0.73% | Add +1.0% | 86,514 | $6.5M |
| Inscription Capital, LLC | 0.58% | Add +0.2% | 86,239 | $6.5M |
| Capitolis Liquid Global Markets LLC | 0.03% | New | 86,000 | $6.5M |
| Beck Capital Management, LLC | 1.20% | Reduce -2.5% | 85,868 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -12.2% | 85,557 | $6.5M |
| Sentinel Trust Co. Lba | 0.57% | Add +10.5% | 84,861 | $6.4M |
| Aspect Partners, LLC | 2.38% | Add +15.1% | 84,588 | $6.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.96% | Reduce -5.0% | 84,448 | $6.4M |
| IHT Wealth Management, LLC | 0.14% | Reduce -34.7% | 84,294 | $6.4M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -8.3% | 84,037 | $6.3M |
| Icon Wealth Advisors, LLC | 0.38% | Add +16.3% | 83,422 | $6.3M |
| MA Private Wealth | 0.93% | Reduce -4.9% | 83,002 | $6.3M |
| Strategic Blueprint, LLC | 0.31% | Add +1.1% | 82,799 | $6.3M |
| Citizens Financial Group Inc. | 0.07% | Add +5.2% | 82,450 | $6.2M |
| Tikvah Management LLC | 1.89% | No change | 82,230 | $6.2M |
| Delta Financial Advisors LLC | 1.46% | No change | 81,171 | $6.1M |
| Briaud Financial Planning Inc | 1.61% | No change | 80,824 | $6.1M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +0.4% | 80,631 | $6.1M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +18.9% | 79,431 | $6.0M |
| Apeiron RIA LLC | 1.54% | Reduce -20.3% | 76,170 | $6.0M |
| AE Wealth Management LLC | 0.03% | Add +20.0% | 78,766 | $5.9M |
| Nottingham Advisors, Inc. | 0.71% | Reduce -2.1% | 78,643 | $5.9M |
| Fearless Solutions, LLC dba Best Invest | 3.12% | Reduce -3.9% | 78,311 | $5.9M |
| Sepio Capital, LP | 0.30% | Add +0.6% | 77,908 | $5.9M |
| Ballentine Partners, LLC | 0.07% | Reduce -23.1% | 77,382 | $5.8M |
| Argent Trust Co | 0.17% | Reduce -9.1% | 77,253 | $5.8M |
| Vontobel Holding Ltd. | 0.02% | Add +5.0% | 76,828 | $5.8M |
| Harbour Investments, Inc. | 0.08% | Reduce -0.2% | 76,637 | $5.8M |
| Apollon Financial, LLC | 0.68% | Add +3.7% | 76,538 | $5.8M |
| Discipline Wealth Solutions, LLC | 0.50% | Reduce -1.3% | 76,289 | $5.8M |
| Intrepid Capital Management Inc. | 2.42% | No change | 76,246 | $5.8M |
| Fiduciary Trust Co | 0.06% | Reduce -5.1% | 76,182 | $5.8M |
| WESPAC Advisors SoCal, LLC | 1.03% | Add +28.7% | 76,119 | $5.7M |
| Evelyn Partners Group Ltd | 0.10% | — | 75,984 | $5.7M |
| Resona Asset Management Co.,Ltd. | 0.03% | No change | 75,948 | $5.7M |
| Knollwood Investment Advisory, LLC | 0.50% | No change | 75,160 | $5.7M |
| CCG Wealth Management, LLC | 1.32% | Reduce -3.6% | 75,115 | $5.7M |
| Fifth Third Wealth Advisors LLC | 0.16% | Add +0.8% | 74,947 | $5.7M |
| Fermata Advisors, LLC | 1.14% | Add +3.7% | 74,473 | $5.6M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +0.6% | 73,909 | $5.6M |
| Hilltop National Bank | 1.19% | Reduce -1.8% | 73,856 | $5.6M |
| Pacific Park Financial, Inc. | 3.24% | Reduce -0.5% | 73,812 | $5.6M |
| Palisades Hudson Asset Management, L.P. | 1.94% | No change | 73,252 | $5.5M |
| Tsfg, LLC | 0.69% | Reduce -49.4% | 72,894 | $5.5M |
| Marex Group Ltd | 0.04% | Add +0.1% | 72,665 | $5.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.56% | Reduce -52.9% | 72,628 | $5.5M |
| D.A. Davidson & Co. | 0.03% | Add +0.2% | 72,383 | $5.5M |
| SGL Investment Advisors, Inc. | 1.90% | Add +8.8% | 66,231 | $5.5M |
| NavPoint Financial, Inc. | 2.01% | Reduce -5.2% | 71,928 | $5.4M |
| Brookwood Investment Group LLC | 0.63% | Add +300.4% | 71,785 | $5.4M |
| Principal Securities, Inc. | 0.07% | Reduce -19.2% | 71,474 | $5.4M |
| One Capital Management, LLC | 0.15% | No change | 60,863 | $5.4M |
| Gradient Investments LLC | 0.07% | Reduce -6.2% | 70,720 | $5.3M |
| waypoint wealth counsel | 3.34% | Reduce -5.6% | 70,641 | $5.3M |
| Everest Financial Group LLC | 0.72% | Reduce -0.4% | 70,469 | $5.3M |
| Allie Family Office LLC | 1.97% | Add +19.2% | 69,714 | $5.3M |
| Guardian Wealth Management, LLC | 1.48% | Add +3.5% | 70,075 | $5.3M |
| Nadler Financial Group, Inc. | 0.45% | Reduce -3.4% | 70,044 | $5.3M |
| Capital Analysts, LLC | 0.12% | Reduce -51.3% | 69,869 | $5.3M |
| Lanark Financial, Inc. | 0.36% | Reduce -2.3% | 69,535 | $5.3M |
| Pacific Point Advisors, LLC | 2.40% | Add +0.9% | 69,514 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +33.7% | 69,453 | $5.2M |
| Gibson Capital, LLC | 0.85% | Reduce -2.4% | 68,603 | $5.2M |
| Mutual Advisors, LLC | 0.10% | Add +1.7% | 68,583 | $5.2M |
| Financial Alternatives, Inc | 2.55% | Add +0.9% | 68,562 | $5.2M |
| Versant Capital Management, Inc | 0.46% | Reduce -1.5% | 67,672 | $5.1M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -5.5% | 67,663 | $5.1M |
| Independent Advisor Alliance | 0.12% | Add +5.2% | 67,033 | $5.1M |
| Chicago Partners Investment Group LLC | 0.10% | Add +1.6% | 66,465 | $5.1M |
| Mengis Capital Management, Inc. | 0.76% | Add +0.3% | 66,213 | $5.0M |
| Financial Sense Advisors, Inc. | 1.08% | Reduce -18.6% | 65,678 | $5.0M |
| Parallel Advisors, LLC | 0.08% | Reduce -2.3% | 65,576 | $5.0M |
| Eq LLC | 1.21% | Reduce -11.1% | 65,487 | $4.9M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.65% | No change | 65,110 | $4.9M |
| Amplius Wealth Advisors, LLC | 0.36% | Add +0.7% | 64,990 | $4.9M |
| CI Investments Inc. | 0.02% | No change | 64,617 | $4.9M |
| Altiora Financial Group, LLC | 0.77% | No change | 64,394 | $4.9M |
| Garde Capital, Inc. | 0.22% | Add +0.1% | 63,769 | $4.8M |
| Red Door Wealth Management, LLC | 0.44% | Add +7.3% | 63,741 | $4.8M |
| Plan Group Financial, LLC | 1.00% | Reduce -7.9% | 63,664 | $4.8M |
| Bradley Foster & Sargent Inc. | 0.07% | Reduce -2.0% | 63,355 | $4.8M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3.36% | No change | 63,309 | $4.8M |
| Westover Capital Advisors, LLC | 0.79% | Add +1.4% | 62,895 | $4.7M |
| Financial Management Network Inc. | 0.68% | Reduce -3.6% | 62,434 | $4.7M |
| Smith Thornton Advisors LLC | 2.07% | Add +3.5% | 62,502 | $4.7M |
| Principia Wealth Advisory, LLC | 2.35% | Add +28.8% | 62,189 | $4.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -6.0% | 62,143 | $4.7M |
| Tiaa Trust, National Association | 0.28% | Reduce -4.1% | 61,826 | $4.7M |
| BOK Financial Private Wealth, Inc. | 0.24% | No change | 61,199 | $4.6M |
| Well Done, LLC | 0.62% | Reduce -63.5% | 61,194 | $4.6M |
| Elevated Financial Group LLC | 1.30% | Add +13.9% | 61,028 | $4.6M |
| Modera Wealth Management, LLC | 0.05% | Reduce -4.3% | 61,013 | $4.6M |
| Family Manage LLC | 0.48% | Reduce -10.8% | 60,699 | $4.6M |
| D L Carlson Investment Group Inc. | 0.73% | Reduce -33.5% | 60,399 | $4.6M |
| Advisory Alpha, LLC | 0.11% | Reduce -3.5% | 60,121 | $4.5M |
| Whittier Trust Co. | 0.04% | Add +1.4% | 57,720 | $4.5M |
| Sovran Advisors, LLC | 0.34% | Add +3.0% | 59,409 | $4.5M |
| MMBG Investment Advisors Co. | 0.36% | New | 59,820 | $4.5M |
| Howland Capital Management LLC | 0.16% | Add +12.2% | 59,479 | $4.5M |
| Level Four Advisory Services, LLC | 0.13% | Reduce -0.5% | 59,306 | $4.5M |
| LYNX Capital Group Ltd. | 1.80% | Reduce -0.8% | 58,935 | $4.5M |
| Ridge Creek Global, Inc | 3.46% | Reduce -2.2% | 58,855 | $4.4M |
| Emerald Investment Advisers, LLC | 0.30% | No change | 58,820 | $4.4M |
| Burns J W & Co. Inc. | 0.46% | Reduce -7.8% | 58,401 | $4.4M |
| SteelPeak Wealth, LLC | 0.12% | Add +16.8% | 58,292 | $4.4M |
| Western Wealth Management, LLC | 0.14% | Reduce -7.7% | 58,235 | $4.4M |
| Snowden Capital Advisors LLC | 0.10% | Add +2.9% | 58,008 | $4.4M |
| Elevation Point Wealth Partners, LLC | 0.08% | Reduce -1.4% | 57,860 | $4.4M |
| Alpha Zero LLC | 1.65% | Add +15.8% | 58,084 | $4.3M |
| Liberty Wealth Management LLC | 0.54% | No change | 49,100 | $4.3M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.14% | No change | 56,188 | $4.2M |
| Financial & Tax Architects, LLC | 0.89% | Add +17.1% | 55,682 | $4.2M |
| Ausdal Financial Partners, Inc. | 0.16% | Reduce -9.4% | 55,660 | $4.2M |
| Lineweaver Wealth Advisors, LLC | 0.50% | Reduce -39.5% | 55,546 | $4.2M |
| HUB Investment Partners, LLC | 0.08% | Reduce 0.0% | 55,128 | $4.2M |
| Park Edge Advisors, LLC | 0.88% | Reduce -1.1% | 54,959 | $4.1M |
| Wedbush Securities Inc. | 0.11% | Add +18.2% | 54,861 | $4.1M |
| Fidelis Capital Partners, LLC | 0.24% | Reduce -2.8% | 54,773 | $4.1M |
| Banque Cantonale Vaudoise | 0.17% | Add +0.4% | 54,486 | $4.1M |
| Savant Capital, LLC | 0.01% | Add +15.4% | 54,430 | $4.1M |
| Bellecapital International Ltd. | 0.66% | Add +9.0% | 54,455 | $4.1M |
| Thompson Siegel & Walmsley LLC | 0.07% | No change | 54,393 | $4.1M |
| Stone House Investment Management, LLC | 0.55% | Add +18.7% | 54,376 | $4.1M |
| Global Wealth Management, LLC | 2.09% | Add +0.6% | 54,283 | $4.1M |
| Foguth Wealth Management, LLC. | 0.47% | Add +249.7% | 54,350 | $4.1M |
| Shrier Wealth Management, LLC | 1.39% | Add +10.9% | 54,136 | $4.1M |
| Security Financial Services, INC. | 0.56% | Add +13.9% | 53,685 | $4.1M |
| Stewardship Concepts Financial Services LLC | 2.73% | Add +4.6% | 53,684 | $4.1M |
| Kelly Financial Services LLC | 0.86% | Add +10.3% | 53,485 | $4.0M |
| Choate Investment Advisors | 0.07% | No change | 53,409 | $4.0M |
| Insight Wealth Partners, LLC | 0.54% | Add +1.1% | 53,352 | $4.0M |
| Firestone Capital Management | 0.75% | Reduce -10.2% | 53,117 | $4.0M |
| Synergy Investment Management, LLC | 0.95% | Add +38.7% | 52,041 | $3.9M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -29.6% | 52,018 | $3.9M |
| NorthRock Partners, LLC | 0.06% | Add +10.9% | 51,881 | $3.9M |
| Sanchez Gaunt Capital Management, LLC | 2.19% | Add +7.4% | 51,852 | $3.9M |
| Tennessee Valley Asset Management Partners | 0.43% | Add +4.1% | 51,572 | $3.9M |
| Lynx Investment Advisory | 1.27% | Add +7.5% | 51,396 | $3.9M |
| Arkansas Financial Group, Inc. | 0.50% | Add +17.0% | 51,203 | $3.9M |
| FDx Advisors, Inc. | 1.17% | Reduce -6.0% | 51,205 | $3.9M |
| Eagle Strategies LLC | 0.38% | Add +15.3% | 51,112 | $3.9M |
| Trademark Financial Management, LLC | 1.58% | Reduce -9.3% | 51,059 | $3.9M |
| LifePlan Investment Advisors, Inc. | 1.33% | Add +2.9% | 50,998 | $3.9M |
| Advyzon Investment Management, LLC | 0.28% | Add +19.9% | 50,994 | $3.9M |
| Pettinga Financial Advisors LLC | 0.62% | Add +1.6% | 50,912 | $3.8M |
| Scotia Capital Inc. | 0.01% | Reduce -37.3% | 50,769 | $3.8M |
| Tme Financial, Inc. | 2.37% | Add +18.0% | 50,760 | $3.8M |
| Rathbones Group PLC | 0.01% | Reduce -4.5% | 50,740 | $3.8M |
| Robinson Value Management, Ltd. | 2.03% | Reduce -1.5% | 50,163 | $3.8M |
| Mather Group, Llc. | 0.03% | Reduce -4.1% | 49,181 | $3.7M |
| Bryn Mawr Trust Advisors, LLC | 0.16% | Reduce -0.6% | 48,949 | $3.7M |
| Keebeck Wealth Management | 0.36% | Reduce -6.6% | 48,944 | $3.7M |
| Keystone Financial Group | 0.22% | Reduce -7.1% | 48,897 | $3.7M |
| Bluedoor Private Wealth, LLC | 1.56% | Add +1.4% | 48,882 | $3.7M |
| Altman Advisors, Inc. | 1.32% | Reduce -14.8% | 54,545 | $3.7M |
| Beacon Bridge Wealth Partners, LLC | 1.04% | Reduce -27.6% | 48,302 | $3.6M |
| Eq Wealth Advisors, LLC | 2.00% | Reduce -6.5% | 48,294 | $3.6M |
| Patton Albertson Miller Group, LLC | 0.36% | Add +7.4% | 48,042 | $3.6M |
| Farrell Financial LLC | 1.95% | Reduce -4.2% | 47,699 | $3.6M |
| First National Trust Co | 0.12% | Add +158.2% | 47,562 | $3.6M |
| Trek Financial, LLC | 0.18% | Add +6.3% | 47,204 | $3.6M |
| New Capital Management LP | 0.81% | Add +6.6% | 47,193 | $3.6M |
| Connective Portfolio Management, LLC | 5.91% | No change | 47,029 | $3.6M |
| Valeo Financial Advisors, LLC | 0.07% | Reduce -7.2% | 47,028 | $3.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.36% | Add +13.4% | 47,060 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 46,933 | $3.5M |
| Boston Research & Management Inc. | 0.79% | No change | 46,825 | $3.5M |
| Rwa Wealth Partners, LLC | 0.03% | Add +95.6% | 46,798 | $3.5M |
| Bellwether Advisors, LLC | 0.52% | Reduce -41.4% | 46,755 | $3.5M |
| Mosley Wealth Management | 1.12% | Add +26.6% | 46,711 | $3.5M |
| Parkside Financial Bank & Trust | 0.24% | Add +0.5% | 46,542 | $3.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.07% | Reduce -10.2% | 46,402 | $3.5M |
| Heck Capital Advisors, LLC | 0.21% | Reduce -28.7% | 46,387 | $3.5M |
| Stableford Capital II LLC | 1.21% | Reduce -0.8% | 46,233 | $3.5M |
| Parker Investment Management, LLC | 0.42% | Reduce -83.2% | 46,215 | $3.5M |
| BridgePort Financial Solutions, LLC | 0.89% | Add +2.9% | 46,197 | $3.5M |
| Twelve Points Wealth Management LLC | 0.69% | Add +16.5% | 45,934 | $3.5M |
| Dahring | Cusmano LLC | 1.82% | Reduce -2.3% | 45,596 | $3.4M |
| Towerpoint Wealth, LLC | 1.20% | Reduce -0.9% | 45,561 | $3.4M |
| Kovack Advisors, Inc. | 0.16% | Add +39.0% | 45,108 | $3.4M |
| NBH Bank | 1.44% | — | 45,187 | $3.4M |
| Forthright Family Wealth Advisory LLC | 1.93% | New | 45,126 | $3.4M |
| Titleist Asset Management, LLC | 0.23% | Add +3.5% | 45,082 | $3.4M |
| Northside Capital Management, LLC | 0.28% | Reduce -6.2% | 45,047 | $3.4M |
| New Republic Capital, LLC | 0.78% | Add +20.8% | 44,909 | $3.4M |
| Elyxium Wealth, LLC | 0.35% | Add +2.9% | 44,714 | $3.4M |
| Midwest Capital Advisors, LLC | 1.36% | Reduce -6.3% | 44,307 | $3.3M |
| Beacon Financial Group | 0.30% | Reduce -1.4% | 44,142 | $3.3M |
| Roger Wittlin Investment Advisory, LLC | 2.62% | Add +54.3% | 44,131 | $3.3M |
| Crown Wealth Group, LLC | 0.84% | Add +1.8% | 43,935 | $3.3M |
| Systelligence, LLC | 0.55% | Add +23.4% | 43,760 | $3.3M |
| Wealth Watch Advisors, INC | 1.07% | Reduce -15.9% | 43,640 | $3.3M |
| Perennial Advisors, LLC | 0.51% | Reduce -0.8% | 43,353 | $3.3M |
| Independent Wealth Advisors LLC | 2.96% | Add +1.9% | 43,346 | $3.3M |
| United Community Bank | 1.01% | Add +6.1% | 43,322 | $3.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.36% | Reduce -14.2% | 43,309 | $3.3M |
| Veridan Wealth LLC | 1.13% | Add +5.0% | 42,941 | $3.2M |
| Uniting Wealth Partners, LLC | 0.65% | Add +0.1% | 42,652 | $3.2M |
| Compass Financial Group, Inc. | 1.36% | Add +0.6% | 42,580 | $3.2M |
| Courier Capital LLC | 0.16% | Reduce -0.4% | 42,474 | $3.2M |
| Independent Solutions Wealth Management, LLC | 0.42% | Add +4.5% | 42,419 | $3.2M |
| Focus Financial Network, Inc. | 0.10% | Add +3.8% | 42,314 | $3.2M |
| ONE Advisory Partners, LLC | 0.87% | Add +10.7% | 42,311 | $3.2M |
| Johnson Investment Counsel Inc. | 0.02% | Add +31.9% | 42,272 | $3.2M |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2.19% | No change | 42,000 | $3.2M |
| Roundview Capital LLC | 0.17% | Reduce -0.2% | 41,588 | $3.1M |
| Apella Capital, LLC | 0.04% | Reduce -0.0% | 40,479 | $3.1M |
| Highline Wealth Partners LLC | 0.63% | Reduce -0.7% | 41,162 | $3.1M |
| Strathmore Capital Advisors, Inc. | 0.83% | Reduce -20.6% | 40,238 | $3.1M |
| KM Capital Management Ltd. | 1.45% | New | 40,749 | $3.1M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -0.0% | 40,611 | $3.1M |
| HighPoint Advisor Group LLC | 0.11% | Add +4.2% | 40,483 | $3.1M |
| Eastern Bank | 0.05% | Reduce -0.5% | 40,450 | $3.1M |
| North Dallas Bank & Trust Co. | 1.80% | Add +1.9% | 40,211 | $3.0M |
| Horst & Graben Wealth Management LLC | 0.40% | Reduce -2.3% | 39,910 | $3.0M |
| Alaethes Wealth, LLC | 0.88% | Add +0.3% | 40,114 | $3.0M |
| Perennial Investment Advisors, LLC | 0.20% | Add +6.5% | 39,920 | $3.0M |
| Avior Wealth Management, LLC | 0.08% | Reduce -26.1% | 39,784 | $3.0M |
| Freestone Capital Holdings, LLC | 0.08% | Add +0.0% | 39,653 | $3.0M |
| Regal Investment Advisors LLC | 0.16% | Add +16.7% | 39,637 | $3.0M |
| Red Mountain Financial, LLC | 2.50% | Reduce -9.0% | 39,432 | $3.0M |
| Patriot Investment Management Group, Inc. | 0.17% | Reduce -16.2% | 39,188 | $3.0M |
| Alhambra Investment Management LLC | 1.29% | Add +2.4% | 39,139 | $3.0M |
| Bedminster, LLC | 2.52% | Add +8.6% | 39,118 | $3.0M |
| RFG Advisory, LLC | 0.05% | Add +35.8% | 38,956 | $2.9M |
| Unique Wealth, LLC | 0.34% | Add +3.6% | 38,947 | $2.9M |
| Cushing Capital Partners, LLC | 2.02% | Add +2.0% | 38,750 | $2.9M |
| NewSquare Capital LLC | 0.22% | Add +1.5% | 38,616 | $2.9M |
| Adkins Seale Capital Management LLC | 2.58% | Add +1.1% | 38,472 | $2.9M |
| Simmons Bank | 0.17% | Add +36.9% | 38,467 | $2.9M |
| Hilltop Holdings Inc. | 0.24% | Reduce -24.6% | 38,443 | $2.9M |
| Buttonwood Financial Group, LLC | 1.66% | Add +6.4% | 38,354 | $2.9M |
| Trust Point Inc. | 0.25% | No change | 38,330 | $2.9M |
| Strategic Investment Solutions, Inc. | 0.66% | Reduce -4.8% | 38,277 | $2.9M |
| Guidance Capital, Inc. | 0.62% | Add +55.7% | 38,612 | $2.9M |
| Centerline Wealth Advisors, LLC | 0.90% | Add +0.6% | 38,084 | $2.9M |
| Gould Asset Management LLC | 0.45% | Reduce -0.7% | 37,900 | $2.9M |
| Sharp Wealth Advisory, LLC | 1.32% | Add +7.0% | 37,671 | $2.8M |
| Composition Wealth, LLC | 0.03% | Add +3.8% | 37,505 | $2.8M |
| Novak & Powell Financial Services, Inc. | 1.33% | Reduce -1.5% | 37,469 | $2.8M |
| ATX Financial Planning, LLC | 1.86% | Add +12.0% | 37,203 | $2.8M |
| Walkner Condon Financial Advisors LLC | 0.32% | Add +0.1% | 37,179 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -2.4% | 37,112 | $2.8M |
| Whitener Capital Management, Inc. | 0.59% | Reduce -1.4% | 37,083 | $2.8M |
| Wormser Freres Gestion | 1.56% | Add +2.0% | 35,935 | $2.8M |
| Sagace Wealth Management LLC | 1.74% | Add +7.3% | 36,441 | $2.8M |
| ASL Financial, LLC | 1.93% | Reduce -1.1% | 36,214 | $2.7M |
| Sterling Capital Management LLC | 0.05% | No change | 36,196 | $2.7M |
| PAX Financial Group, LLC | 0.41% | Add +9.3% | 36,167 | $2.7M |
| Tenet Wealth Partners, LLC | 2.01% | — | 35,252 | $2.7M |
| Regions Financial Corp. | 0.02% | Reduce -38.6% | 35,818 | $2.7M |
| TSA Wealth Managment LLC | 0.76% | Reduce -5.7% | 35,739 | $2.7M |
| Moneco Advisors, LLC | 0.16% | Reduce -1.4% | 35,693 | $2.7M |
| Skyline Advisors, Inc. | 0.84% | Add +93.2% | 35,574 | $2.7M |
| Northstar Financial Companies, Inc. | 1.81% | Add +11.1% | 35,557 | $2.7M |
| Bailard, Inc. | 0.05% | Reduce -24.5% | 35,451 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +2.5% | 35,299 | $2.7M |
| ShoreHaven Wealth Partners, LLC | 0.84% | Add +0.6% | 35,180 | $2.7M |
| One Wealth Advisors, LLC | 0.29% | Reduce -3.1% | 34,894 | $2.6M |
| Cypress Wealth Services, LLC | 0.32% | Add +2.2% | 34,847 | $2.6M |
| Mission Wealth Management, LP | 0.03% | Add +117.3% | 34,729 | $2.6M |
| Weil Company, Inc. | 0.46% | Reduce -1.6% | 34,528 | $2.6M |
| Brown Brothers Harriman & Co. | 0.01% | Add +10.9% | 34,445 | $2.6M |
| Waldron Private Wealth LLC | 0.09% | No change | 34,341 | $2.6M |
| Inlet Private Wealth, LLC | 0.63% | Add +0.1% | 34,284 | $2.6M |
| Naviter Wealth, LLC | 0.23% | Add +24.4% | 34,186 | $2.6M |
| Interchange Capital Partners, LLC | 0.49% | Reduce -21.4% | 34,162 | $2.6M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +6.0% | 34,054 | $2.6M |
| New England Private Wealth Advisors LLC | 0.25% | No change | 33,681 | $2.6M |
| Scarborough Advisors, LLC | 0.29% | Add +15.8% | 32,359 | $2.6M |
| Citizens National Bank Trust Department | 0.38% | Add +1.6% | 33,772 | $2.6M |
| Old National Bancorp | 0.05% | Add +44.2% | 33,693 | $2.5M |
| Arlington Trust Co LLC | 0.21% | Reduce -8.6% | 33,600 | $2.5M |
| Kanawha Capital Management LLC | 0.16% | Add +16.6% | 33,544 | $2.5M |
| Confluence Wealth Services, Inc. | 0.07% | Add +1.0% | 33,481 | $2.5M |
| Five Pine Wealth Management | 1.43% | Add +1.4% | 33,480 | $2.5M |
| Relyea Zuckerberg Hanson LLC | 0.21% | Add +4.7% | 33,316 | $2.5M |
| Sage Mountain Advisors LLC | 0.15% | Add +1.7% | 33,303 | $2.5M |
| Evergreen Capital Management LLC | 0.04% | No change | 33,281 | $2.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.74% | Add +4.1% | 33,248 | $2.5M |
| Oak Family Advisors, LLC | 0.72% | Add +1.4% | 33,238 | $2.5M |
| Strategic Investment Management, LLC | 0.86% | New | 33,200 | $2.5M |
| Nvwm, LLC | 0.50% | Add +10.7% | 33,077 | $2.5M |
| Advus Financial Partners, LLC | 0.56% | Reduce -11.8% | 32,882 | $2.5M |
| Main Street Financial Solutions, LLC | 0.16% | Add +8.2% | 32,818 | $2.5M |
| Regatta Capital Group, LLC | 0.33% | Add +3.8% | 32,806 | $2.5M |
| Quadrature Capital Ltd | 0.02% | Reduce -89.9% | 32,725 | $2.5M |
| Arkadios Wealth Advisors | 0.04% | Reduce -70.3% | 32,678 | $2.5M |
| Mosaic Family Wealth Partners, LLC | 0.17% | Add +25.1% | 32,530 | $2.5M |
| West Wealth Group, LLC | 0.40% | Add +12.8% | 32,421 | $2.4M |
| Accredited Investor Services, LLC | 1.37% | No change | 32,090 | $2.4M |
| Silver Oak Securities, Incorporated | 0.15% | Add +22.3% | 32,082 | $2.4M |
| Flywheel Private Wealth LLC | 1.19% | Reduce -0.3% | 32,013 | $2.4M |
| Cardiff Park Advisors, LLC | 0.19% | Reduce -1.5% | 31,875 | $2.4M |
| Capital & Planning, LLC | 1.24% | Add +14.0% | 31,832 | $2.4M |
| Bank Ozk | 0.71% | No change | 31,777 | $2.4M |
| Americana Partners, LLC | 0.05% | Add +5.7% | 31,758 | $2.4M |
| Ofc Financial Planning, LLC | 2.13% | Reduce -5.9% | 31,727 | $2.4M |
| PFG Advisors | 0.12% | Reduce -8.6% | 31,654 | $2.4M |
| Banco BTG Pactual S.A. | 0.32% | Add +0.7% | 31,440 | $2.4M |
| Betterment LLC | 0.00% | Add +16.6% | 30,972 | $2.3M |
| TBH Global Asset Management, LLC | 0.43% | Reduce -1.6% | 30,937 | $2.3M |
| GFS Advisors, LLC | 0.25% | Reduce -4.0% | 94,545 | $2.3M |
| Ancora Advisors LLC | 0.04% | Reduce -1.8% | 30,688 | $2.3M |
| Golden State Wealth Management, LLC | 0.21% | Add +224.7% | 30,519 | $2.3M |
| Satovsky Asset Management LLC | 0.37% | Reduce -0.2% | 30,496 | $2.3M |
| HORAN Wealth, LLC | 0.29% | No change | 30,471 | $2.3M |
| Storen Legacy Partners, LLC | 0.63% | Add +22.5% | 30,432 | $2.3M |
| Cogent Private Wealth, Inc. | 1.43% | New | 30,374 | $2.3M |
| Holistic Financial Partners | 1.40% | No change | 30,322 | $2.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -2.8% | 30,171 | $2.3M |
| BCGM Wealth Management, LLC | 0.48% | Add +11.4% | 30,166 | $2.3M |
| Verus Financial Partners, Inc. | 0.19% | No change | 30,161 | $2.3M |
| Cathy Pareto & Associates, Inc. | 1.33% | Reduce -4.2% | 30,022 | $2.3M |
| Venturi Wealth Management, LLC | 0.09% | Add +10.9% | 29,608 | $2.2M |
| Aureum Wealth Management, LLC | 1.39% | Add +9.3% | 29,589 | $2.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -80.5% | 29,446 | $2.2M |
| Cowa, LLC | 0.59% | Reduce -3.9% | 29,079 | $2.2M |
| Grand Central Investment Group | 1.83% | Reduce -0.9% | 28,929 | $2.2M |
| Keystone Financial Services | 0.56% | Add +12.6% | 28,905 | $2.2M |
| MainStreet Investment Advisors LLC | 0.29% | Add +106.5% | 28,550 | $2.2M |
| Sound View Wealth Advisors Group, LLC | 0.13% | No change | 28,358 | $2.1M |
| Bison Wealth, LLC | 0.20% | Add +23.7% | 27,188 | $2.1M |
| Azimuth Capital Investment Management LLC | 0.07% | Reduce -1.7% | 28,172 | $2.1M |
| Sachetta, LLC | 1.03% | Reduce -0.7% | 28,155 | $2.1M |
| Archer Investment Management, LLC | 0.73% | Add +39.0% | 28,109 | $2.1M |
| Courage Capital Management LLC | 3.14% | No change | 28,000 | $2.1M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Add +54.1% | 27,978 | $2.1M |
| Centurion Wealth Management LLC | 0.50% | Reduce -14.2% | 27,945 | $2.1M |
| Clear Retirement Advice LLC | 1.44% | Reduce -0.1% | 27,941 | $2.1M |
| Columbus Macro, LLC | 0.20% | Add +9.5% | 27,670 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.06% | Add +2.2% | 27,558 | $2.1M |
| Csenge Advisory Group | 0.08% | Add +5.2% | 27,404 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -0.7% | 27,189 | $2.1M |
| Bensler, LLC | 0.18% | Reduce -70.1% | 27,184 | $2.1M |
| Clearstead Trust, LLC | 0.27% | Add +0.2% | 27,150 | $2.1M |
| TPG Advisors LLC | 1.12% | Add +5.3% | 26,955 | $2.0M |
| SCS Capital Management LLC | 0.02% | Reduce -0.3% | 26,889 | $2.0M |
| Invst, LLC | 0.20% | Add +26.0% | 26,590 | $2.0M |
| Nuveen, LLC | 0.00% | New | 26,420 | $2.0M |
| Mayflower Financial Advisors, LLC | 0.17% | Add +29.5% | 26,416 | $2.0M |
| Marks Group Wealth Management, Inc | 0.17% | No change | 26,358 | $2.0M |
| Claro Advisors Inc. | 0.21% | Add +14.3% | 26,312 | $2.0M |
| Vicus Capital | 0.13% | Reduce -2.1% | 26,183 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -11.7% | 26,158 | $2.0M |
| 4J Wealth Management LLC | 0.97% | Add +13.3% | 26,157 | $2.0M |
| Philadelphia Investment Partners, LLC | 1.23% | Add +16.5% | 26,108 | $2.0M |
| Fullerton Fund Management Co Ltd. | 0.13% | New | 26,026 | $2.0M |
| Virtus Family Office LLC | 1.55% | Reduce -4.1% | 25,970 | $2.0M |
| Wealthgarden F.S. LLC | 1.11% | Add +10.3% | 25,960 | $2.0M |
| Collaborative Capital Advisors LLC | 1.23% | — | 25,886 | $2.0M |
| Florida Financial Advisors, LLC | 0.33% | Reduce -7.0% | 25,803 | $1.9M |
| Ehrlich Financial Group | 1.00% | Reduce -16.7% | 25,788 | $1.9M |
| Regatta Research & Money Management | 1.84% | — | 25,766 | $1.9M |
| Bridgewealth Advisory Group, LLC | 0.37% | Reduce -4.4% | 25,759 | $1.9M |
| Avalon Capital Management | 0.46% | Reduce -43.8% | 25,659 | $1.9M |
| Maimon Wealth Management LTD. | 1.48% | Add +3.1% | 25,490 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +2.8% | 25,206 | $1.9M |
| Gateway Wealth Partners, LLC | 0.11% | Reduce -42.9% | 25,178 | $1.9M |
| 5T Wealth, LLC | 0.70% | Reduce -14.6% | 25,009 | $1.9M |
| Nwam LLC | 0.09% | Add +65.9% | 24,904 | $1.9M |
| Sax Wealth Advisors, LLC | 0.08% | Reduce -5.5% | 21,246 | $1.9M |
| Ipsen Advisor Group LLC | 1.20% | Reduce -3.5% | 24,795 | $1.9M |
| Endeavor Private Wealth, Inc. | 0.45% | Add +5.0% | 24,790 | $1.9M |
| Brighton Jones LLC | 0.03% | Add +12.1% | 24,706 | $1.9M |
| Values First Advisors, Inc. | 0.85% | Add +2.9% | 24,572 | $1.9M |
| Legacy Financial Group LLC | 0.21% | Add +17.4% | 24,569 | $1.9M |
| TD Private Client Wealth LLC | 0.03% | Add +0.3% | 24,554 | $1.9M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 24,421 | $1.8M |
| Outlook Wealth Advisors, LLC | 0.40% | Add +0.9% | 24,358 | $1.8M |
| Montis Financial, LLC | 0.38% | No change | 24,339 | $1.8M |
| Anchor Capital Advisors LLC | 0.05% | New | 24,270 | $1.8M |
| Larson Financial Group LLC | 0.05% | Add +10.4% | 24,241 | $1.8M |
| RFG - Bristol Wealth Advisors, LLC | 0.44% | Reduce -14.8% | 24,221 | $1.8M |
| Asset Management One Co., Ltd. | 0.00% | Add +3.9% | 24,150 | $1.8M |
| Glenview Trust Co | 0.03% | Reduce -2.9% | 24,097 | $1.8M |
| Glenmede Trust Co. NA | 0.01% | Reduce -4.0% | 24,068 | $1.8M |
| Bradley & Co. Private Wealth Management, LLC | 0.86% | Reduce -8.5% | 24,021 | $1.8M |
| First Manhattan Co. Llc. | 0.00% | Add +2.3% | 23,920 | $1.8M |
| Variant Private Wealth, LLC | 2.03% | New | 23,882 | $1.8M |
| Arta Finance Wealth Management LLC | 0.77% | Add +1.8% | 23,852 | $1.8M |
| Wealthspire Retirement, LLC | 0.10% | Add +8.2% | 23,647 | $1.8M |
| Valued Retirements, Inc. | 1.61% | Reduce -32.7% | 23,701 | $1.8M |
| Beam Wealth Advisors, Inc. | 0.39% | Reduce -5.0% | 23,650 | $1.8M |
| First Horizon Corp. | 0.07% | Add +2.6% | 23,615 | $1.8M |
| January Capital Advisors LLC | 1.49% | Reduce -4.5% | 23,536 | $1.8M |
| AlphaCore Capital LLC | 0.03% | Add +23.3% | 23,529 | $1.8M |
| Ewa, LLC | 0.32% | Add +12.5% | 23,505 | $1.8M |
| First PREMIER Bank | 0.29% | No change | 23,401 | $1.8M |
| Verity Asset Management, Inc. | 0.66% | Reduce -3.2% | 23,134 | $1.7M |
| Hutchinson Capital Management | 0.30% | No change | 23,132 | $1.7M |
| Mfa Wealth Advisors, LLC | 0.30% | Reduce -82.1% | 23,128 | $1.7M |
| Intentional Wealth Strategies, LLC | 1.64% | Add +0.7% | 23,101 | $1.7M |
| Landing Point Financial Group, LLC | 0.59% | Add +58.7% | 23,076 | $1.7M |
| Berger Financial Group, Inc | 0.09% | Add +21.0% | 23,049 | $1.7M |
| Pilgrim Partners Asia Pte Ltd | 0.76% | Reduce -43.5% | 23,000 | $1.7M |
| Capital Advisors Wealth Management, LLC | 0.20% | Add +1.5% | 22,826 | $1.7M |
| Butensky & Cohen Financial Security, Inc. | 0.42% | Add +26.6% | 22,700 | $1.7M |
| J.Safra Asset Management Corp | 0.08% | No change | 22,571 | $1.7M |
| Macroview Investment Management LLC | 1.06% | Add +2.3% | 22,514 | $1.7M |
| Sageworth Trust Co | 0.07% | No change | 22,496 | $1.7M |
| WealthBridge Capital Management, LLC | 0.34% | Reduce -4.1% | 22,422 | $1.7M |
| PFG Investments, LLC | 0.07% | Add +9.3% | 22,260 | $1.7M |
| Davis Wealth Advisors, LLC | 1.30% | Reduce -17.2% | 22,220 | $1.7M |
| Basecamp Wealth Advisors LLC | 0.31% | No change | 22,091 | $1.7M |
| Moors & Cabot, Inc. | 0.06% | Reduce -12.3% | 22,022 | $1.7M |
| Hudson Oak Wealth Advisory LLC | 1.28% | No change | 22,007 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -0.0% | 21,876 | $1.7M |
| Acorn Creek Capital LLC | 0.55% | New | 21,865 | $1.7M |
| Terra Nova Asset Management LLC | 1.01% | No change | 21,766 | $1.6M |
| Cadent Capital Advisors, LLC | 0.34% | Add +1.9% | 21,564 | $1.6M |
| Bank of Nova Scotia | 0.00% | No change | 21,481 | $1.6M |
| Noble Wealth Management PBC | 0.74% | Reduce -1.0% | 21,437 | $1.6M |
| Strategies Wealth Advisors, LLC | 0.14% | Add +189.8% | 21,389 | $1.6M |
| Money Concepts Capital Corp. | 0.07% | Reduce -2.9% | 21,387 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -26.4% | 21,368 | $1.6M |
| Silverlake Wealth Management LLC | 0.30% | Reduce -22.2% | 21,115 | $1.6M |
| CM Wealth Advisors LLC | 0.29% | No change | 21,033 | $1.6M |
| J2 Capital Management Inc | 1.06% | Reduce -31.7% | 20,833 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Add +21.4% | 20,814 | $1.6M |
| Ifrah Financial Services, Inc. | 0.38% | Reduce -6.0% | 20,730 | $1.6M |
| Mirador Capital Partners LP | 0.19% | Add +19.6% | 20,697 | $1.6M |
| Plancorp, LLC | 0.04% | New | 20,517 | $1.5M |
| Westside Investment Management, Inc. | 0.20% | Reduce -0.2% | 20,433 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | No change | 20,276 | $1.5M |
| Laurel Oak Wealth Management, LLC | 0.22% | Add +0.8% | 20,263 | $1.5M |
| Addison Capital Co | 0.25% | Add +5.3% | 20,230 | $1.5M |
| First National Bank of Omaha | 0.04% | No change | 20,093 | $1.5M |
| WealthShield Partners, LLC | 0.23% | Reduce -21.6% | 20,007 | $1.5M |
| Avory & Company, LLC | 1.89% | No change | 20,000 | $1.5M |
| Banco Santander, S.A. | 0.01% | Add +30.7% | 20,000 | $1.5M |
| Florida Trust Wealth Management Co | 0.04% | Add +1.0% | 19,990 | $1.5M |
| Provenance Wealth Advisors, LLC | 0.14% | Add +29.5% | 19,872 | $1.5M |
| Sunesis Advisors, LLC | 0.62% | Reduce -4.9% | 19,800 | $1.5M |
| Private Wealth Asset Management, LLC | 0.14% | Reduce -1.0% | 19,699 | $1.5M |
| IPG Investment Advisors LLC | 0.21% | Add +10.6% | 19,621 | $1.5M |
| Cobblestone Asset Management LLC | 0.61% | Add +24.6% | 19,520 | $1.5M |
| Alterna Wealth Management, Inc. | 0.85% | Reduce -9.4% | 19,510 | $1.5M |
| CJM Wealth Advisers, Ltd. | 0.39% | Add +51.8% | 19,447 | $1.5M |
| Port Capital LLC | 0.06% | Add +0.8% | 19,401 | $1.5M |
| Narus Financial Partners, LLC | 0.37% | Reduce -4.9% | 19,239 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +1.8% | 19,225 | $1.5M |
| Jacobi Capital Management LLC | 0.07% | Reduce -0.4% | 19,162 | $1.4M |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -7.2% | 19,145 | $1.4M |
| Myecfo, LLC | 0.54% | No change | 19,065 | $1.4M |
| SlateStone Wealth, LLC | 0.11% | Reduce -11.3% | 19,024 | $1.4M |
| Retirement Planning Group, LLC | 0.04% | Add +348.0% | 19,030 | $1.4M |
| IFG Advisory, LLC | 0.05% | Add +12970.3% | 18,952 | $1.4M |
| ETF Store, Inc. | 1.20% | Reduce -4.3% | 18,940 | $1.4M |
| SigFig Wealth Management, LLC | 0.04% | Add +14.3% | 18,924 | $1.4M |
| Simplicity Wealth,LLC | 0.05% | Reduce -3.4% | 18,897 | $1.4M |
| Pachira Investments Inc. | 0.54% | Add +38.8% | 18,853 | $1.4M |
| Blossom Wealth Management | 2.01% | Add +2.2% | 18,846 | $1.4M |
| Maridea Wealth Management LLC | 0.15% | Add +43.0% | 18,786 | $1.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.9% | 18,714 | $1.4M |
| Braun-Bostich & Associates Inc. | 0.79% | Add +5.2% | 18,746 | $1.4M |
| Silvia McColl Wealth Management, LLC | 0.85% | No change | 18,681 | $1.4M |
| Jordan Park Trust Co LLC | 0.98% | No change | 18,651 | $1.4M |
| Principle Wealth Partners LLC | 0.07% | No change | 18,644 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Add +3.2% | 18,626 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -1.1% | 18,566 | $1.4M |
| Lantern Wealth Advisors, LLC | 0.64% | Add +167.0% | 18,562 | $1.4M |
| Ballew Advisors, Inc | 0.72% | No change | 18,035 | $1.4M |
| Forum Financial Management, LP | 0.02% | Reduce -0.2% | 18,494 | $1.4M |
| Milestone Asset Management, LLC | 0.22% | Reduce -28.3% | 18,395 | $1.4M |
| Signaturefd, LLC | 0.02% | Reduce -13.7% | 18,260 | $1.4M |
| Shared Vision Wealth Group LLC | 0.47% | Add +0.7% | 18,217 | $1.4M |
| 5th Street Advisors, LLC | 0.53% | Add +1.9% | 18,130 | $1.4M |
| Comprehensive Money Management Services LLC | 0.86% | Reduce -10.0% | 18,070 | $1.4M |
| Bright Financial Advisors, Inc. | 0.57% | Add +0.2% | 17,999 | $1.4M |
| Wealth Management Associates, Inc. | 0.37% | Add +0.9% | 17,841 | $1.3M |
| FWL Investment Management, LLC | 0.25% | Reduce -6.5% | 17,840 | $1.3M |
| Fort Point Capital Partners LLC | 0.14% | No change | 17,814 | $1.3M |
| Interactive Financial Advisors, Inc. | 0.82% | Reduce -0.8% | 17,799 | $1.3M |
| Novem Group | 0.14% | Add +0.4% | 17,722 | $1.3M |
| Alaska Wealth Advisors, LLC | 0.14% | Reduce -6.5% | 17,578 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -37.5% | 17,505 | $1.3M |
| Ashton Thomas Securities, LLC | 0.20% | Reduce -36.0% | 17,487 | $1.3M |
| Wealthstar Advisors, LLC | 0.66% | Add +17.6% | 17,448 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.30% | Add +18.3% | 17,417 | $1.3M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.05% | Add +2.8% | 17,391 | $1.3M |
| S.A. Mason LLC | 0.40% | No change | 17,372 | $1.3M |
| Bay Harbor Wealth Management, LLC | 0.30% | Reduce -0.4% | 17,341 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.2% | 17,239 | $1.3M |
| CWA Asset Management Group, LLC | 0.04% | Add +90.4% | 17,178 | $1.3M |
| S&co Inc. | 0.07% | No change | 17,174 | $1.3M |
| ERn Financial, LLC | 0.21% | Add +10.2% | 17,059 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.6% | 16,987 | $1.3M |
| Meadow Creek Wealth Advisors LLC | 0.78% | New | 16,846 | $1.3M |
| Tru Independence Asset Management 2, LLC | 0.69% | Add +370.0% | 16,821 | $1.3M |
| Essex Financial Services, Inc. | 0.06% | Reduce -0.7% | 16,614 | $1.3M |
| Monograph Wealth Advisors, LLC | 0.10% | Reduce -0.1% | 16,540 | $1.2M |
| Vima LLC | 1.24% | — | 16,531 | $1.2M |
| Curated Wealth Partners LLC | 0.14% | No change | 16,522 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +1.2% | 16,497 | $1.2M |
| Maia Wealth LLC | 0.18% | Reduce -3.3% | 16,451 | $1.2M |
| TriCert Investment Counsel Inc. | 0.12% | — | 16,420 | $1.2M |
| Ellis Investment Partners, LLC | 0.19% | Reduce -0.1% | 16,348 | $1.2M |
| Evermay Wealth Management LLC | 0.13% | Reduce -1.7% | 16,329 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.12% | Reduce -19.1% | 16,306 | $1.2M |
| Atala Financial Inc | 0.75% | No change | 16,262 | $1.2M |
| Resolute Wealth Advisor, Inc. | 0.70% | No change | 13,904 | $1.2M |
| Asempa Wealth Advisors | 0.93% | Reduce -10.2% | 16,205 | $1.2M |
| Wedmont Private Capital | 0.03% | Add +24.2% | 15,810 | $1.2M |
| Rose Capital Advisors LLC | 0.65% | — | 16,164 | $1.2M |
| Mraz, Amerine & Associates, Inc. | 0.17% | Reduce -6.0% | 16,129 | $1.2M |
| Alexander Labrunerie & Co., Inc. | 0.43% | Reduce -0.7% | 16,125 | $1.2M |
| WESPAC Advisors, LLC | 0.59% | Reduce -32.4% | 16,107 | $1.2M |
| Ritholtz Wealth Management | 0.02% | Add +259.6% | 16,094 | $1.2M |
| Clarion Wealth Managment Partners, LLC | 0.98% | Reduce -0.7% | 16,075 | $1.2M |
| Diversified Trust Co. | 0.02% | Reduce -7.5% | 16,052 | $1.2M |
| One Wealth Capital Management, LLC | 0.34% | Add +43.4% | 16,043 | $1.2M |
| MCF Advisors LLC | 0.04% | Reduce -19.7% | 16,029 | $1.2M |
| Vident Advisory, LLC | 0.01% | Add +7.8% | 16,024 | $1.2M |
| Keystone Wealth Services, LLC | 0.22% | Reduce -2.4% | 15,943 | $1.2M |
| Range Advisory, LLC | 0.14% | Add +35.2% | 15,910 | $1.2M |
| Venture Visionary Partners LLC | 0.03% | Add +469.0% | 15,908 | $1.2M |
| Private Trust Co. NA | 0.10% | Reduce -4.1% | 15,902 | $1.2M |
| Frankly Finances, LLC | 0.95% | No change | 15,868 | $1.2M |
| Embree Financial Group | 0.12% | Reduce -28.1% | 15,694 | $1.2M |
| Oasis Advisors, LLC | 0.77% | Reduce -87.1% | 15,639 | $1.2M |
| Independent Wealth Network Inc. | 0.30% | Reduce -2.4% | 15,606 | $1.2M |
| Magnolia Capital Advisors LLC | 0.20% | Add +32.0% | 15,598 | $1.2M |
| Cooke Wealth Management, LLC | 0.96% | Add +9.1% | 15,583 | $1.2M |
| Atwater Malick LLC | 0.26% | Add +257.4% | 15,573 | $1.2M |
| Cascade Financial Partners, LLC | 0.10% | Add +0.1% | 15,504 | $1.2M |
| DMC Group, LLC | 0.80% | Reduce -14.3% | 15,478 | $1.2M |
| Nest Investments, LLC | 0.89% | Reduce -42.4% | 15,429 | $1.2M |
| Simon Quick Advisors, LLC | 0.05% | No change | 15,370 | $1.2M |
| Certuity, LLC | 0.06% | Reduce -25.9% | 15,312 | $1.2M |
| Signal Advisors Wealth, LLC | 0.06% | Add +169.4% | 15,259 | $1.2M |
| Rothschild Wealth LLC | 0.09% | Reduce -28.6% | 15,256 | $1.2M |
| Drive Wealth Management, LLC | 0.20% | Add +3.5% | 15,199 | $1.1M |
| Rebalance, LLC | 0.06% | Add +2.9% | 15,137 | $1.1M |
| Guardian Partners Inc. | 0.10% | Add +0.8% | 15,125 | $1.1M |
| Tarbox Family Office, Inc. | 0.16% | No change | 15,077 | $1.1M |
| Klingman & Associates, LLC | 0.05% | Reduce -3.8% | 15,015 | $1.1M |
| Ibex Wealth Advisors | 0.09% | Reduce -9.8% | 15,013 | $1.1M |
| Northcape Wealth Management, LLC | 0.30% | Reduce -1.9% | 14,960 | $1.1M |
| Andrews Advisory Associates, LLC | 0.54% | Reduce -2.3% | 14,938 | $1.1M |
| May Hill Capital, LLC | 0.23% | Add +5.0% | 14,801 | $1.1M |
| Trustmark Bank Trust Department | 0.07% | No change | 14,760 | $1.1M |
| FSM Wealth Advisors, LLC | 0.12% | Add +78.6% | 14,744 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.1% | 14,714 | $1.1M |
| MBL Wealth, LLC | 0.08% | Add +2.8% | 14,705 | $1.1M |
| A4 Wealth Advisors LLC | 0.75% | Add +14.6% | 14,685 | $1.1M |
| Smartleaf Asset Management LLC | 0.04% | No change | 14,627 | $1.1M |
| Spectrum Planning & Advisory Services Inc. | 0.49% | Add +16.2% | 14,573 | $1.1M |
| First Bank & Trust | 0.16% | Add +3.9% | 14,533 | $1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.0% | 14,533 | $1.1M |
| PKS Advisory Services, LLC | 0.17% | New | 14,508 | $1.1M |
| Strengthening Families & Communities, LLC | 0.24% | Add +0.3% | 14,503 | $1.1M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +6.1% | 14,492 | $1.1M |
| Davis R M Inc. | 0.02% | Add +12.6% | 14,451 | $1.1M |
| Cornerstone Planning Group LLC | 0.14% | Add +18.2% | 14,008 | $1.1M |
| Uptick Partners, LLC | 0.17% | Reduce -46.6% | 14,348 | $1.1M |
| Generation Capital Management LLC | 0.66% | Reduce -66.0% | 14,250 | $1.1M |
| Keel Point, LLC | 0.06% | No change | 14,233 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -0.0% | 14,230 | $1.1M |
| Auxano Advisors, LLC | 0.20% | Reduce -2.2% | 14,147 | $1.1M |
| KCM Investment Advisors LLC | 0.03% | No change | 14,129 | $1.1M |
| Curi Capital, LLC | 0.02% | Add +14.8% | 14,060 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.21% | Reduce -5.4% | 13,982 | $1.1M |
| Polaris Investment Advisors, LLC | 0.67% | Reduce -24.8% | 13,943 | $1.1M |
| Compass Wealth Management, LLC | 0.42% | No change | 13,838 | $1.0M |
| Wescott Financial Advisory Group, LLC | 0.08% | Reduce -1.6% | 13,788 | $1.0M |
| Greenspring Advisors, LLC | 0.06% | Reduce -8.4% | 13,634 | $1.0M |
| Aberdeen Wealth Management LLC | 0.49% | Reduce -7.5% | 13,612 | $1.0M |
| Founders Financial Alliance, LLC | 0.14% | Add +465.0% | 13,606 | $1.0M |
| Blue Fin Capital, Inc. | 0.15% | No change | 13,554 | $1.0M |
| CoreCap Advisors, LLC | 0.03% | Add +10.3% | 13,476 | $1.0M |
| Aspiriant, LLC | 0.03% | Add +45.8% | 13,468 | $1.0M |
| Cedar Wealth Management, LLC | 0.26% | No change | 13,365 | $1.0M |
| PDS Planning, Inc | 0.06% | Add +0.4% | 13,352 | $1.0M |
| AA Financial Advisors, LLC | 0.12% | Add +2.4% | 13,351 | $1.0M |
| Angeles Wealth Management, LLC | 0.05% | No change | 13,334 | $1.0M |
| Millennium Management | 0.00% | Reduce -72.8% | 13,290 | $1.0M |
| Riverbend Wealth Management, LLC | 0.51% | Add +9.1% | 13,224 | $999K |
| Community Bank, N.A. | 0.11% | No change | 13,044 | $985K |
| Swmg, LLC | 0.23% | Add +19.1% | 12,896 | $984K |
| Mill Capital Management, LLC | 0.07% | No change | 12,994 | $981K |
| TopTier Wealth Management, LLC | 0.59% | No change | 12,988 | $981K |
| Hanson & Doremus Investment Management | 0.10% | Add +1.9% | 12,894 | $974K |
| Grey Ledge Advisors, LLC | 0.19% | Add +0.1% | 12,830 | $969K |
| Boston Family Office LLC | 0.06% | Add +3.2% | 12,820 | $968K |
| Alpha Financial Partners LLC | 0.51% | Reduce -6.1% | 12,760 | $963K |
| McAdam, LLC | 0.04% | Reduce -0.6% | 12,712 | $960K |
| Mission Creek Capital Partners, Inc. | 0.17% | Reduce -0.5% | 12,697 | $959K |
| JTC Employer Solutions Trustee Ltd | 0.08% | No change | 12,632 | $954K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 12,634 | $954K |
| FFG Partners, LLC | 0.27% | Reduce -21.9% | 12,618 | $953K |
| Ameliora Wealth Management Ltd. | 0.28% | No change | 12,500 | $944K |
| American National Bank & Trust | 0.08% | Reduce -7.4% | 12,441 | $939K |
| Private Client Services, LLC | 0.24% | Add +15.9% | 12,375 | $934K |
| Ascentis Independent Advisors | 2.51% | Reduce -70.7% | 12,355 | $933K |
| Continuum Advisory, LLC | 0.08% | Reduce -2.1% | 12,289 | $928K |
| Greenleaf Trust | 0.01% | Add +6.3% | 12,280 | $927K |
| ICONIQ Capital, LLC | 0.03% | Reduce -4.5% | 12,247 | $925K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.9% | 12,228 | $923K |
| OneAscent Financial Services LLC | 0.04% | Add +10.7% | 12,187 | $920K |
| Global Financial Private Client, LLC | 0.25% | Add +8.4% | 12,186 | $920K |
| Douglass Winthrop Advisors, LLC | 0.02% | Reduce -34.8% | 12,180 | $920K |
| JT Stratford LLC | 0.10% | Reduce -0.8% | 12,153 | $918K |
| Verus Capital Partners, LLC | 0.05% | Reduce -21.4% | 12,090 | $913K |
| North Forty Two & Co. | 0.77% | Add +9.2% | 12,069 | $911K |
| GLR Partners, LLC | 0.42% | No change | 11,970 | $904K |
| Disciplined Investors, L.L.C. | 0.45% | Add +22.1% | 11,932 | $901K |
| Summit Wealth Partners, LLC | 0.13% | Add +9.3% | 11,916 | $900K |
| Colony Family Offices, LLC | 0.20% | No change | 11,820 | $893K |
| Hancock Whitney Corp. | 0.01% | No change | 11,787 | $890K |
| Phillips Financial Management, LLC | 0.07% | Reduce -5.0% | 11,764 | $888K |
| Hobbs Group Advisors, LLC | 0.23% | No change | 11,576 | $874K |
| Forum Finance Group S.A. | 0.31% | Reduce -9.1% | 14,324 | $874K |
| Trivium Point Advisory, LLC | 0.08% | Add +33.8% | 11,559 | $873K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -65.2% | 11,536 | $871K |
| Green Ridge Wealth Planning LLC | 0.37% | Reduce -62.5% | 11,530 | $871K |
| Jamison Private Wealth Management, Inc. | 0.09% | Add +5.2% | 11,526 | $870K |
| Lantz Financial LLC | 0.16% | Add +0.7% | 11,471 | $866K |
| Werba Rubin Papier Wealth Management | 0.10% | No change | 11,443 | $864K |
| GWN Securities Inc. | 0.14% | Add +18.7% | 11,432 | $863K |
| Exchange Bank | 0.53% | Reduce -3.4% | 11,283 | $852K |
| Evolution Wealth Advisors, LLC | 0.10% | Add +6.6% | 11,187 | $845K |
| Wisconsin Capital Management LLC | 0.40% | No change | 11,140 | $841K |
| Graham Capital Wealth Management, LLC | 0.65% | Reduce -5.4% | 11,120 | $840K |
| Bogart Wealth, LLC | 0.03% | No change | 11,083 | $837K |
| 17 Capital Partners, LLC | 0.38% | Add +15.7% | 11,080 | $837K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -6.2% | 11,058 | $835K |
| RCW Management, LLC | 0.75% | No change | 11,020 | $832K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Reduce -1.7% | 11,007 | $831K |
| Rainier Family Wealth Inc. | 0.47% | No change | 10,957 | $827K |
| Diesslin Group, Inc. | 0.32% | Add +25.9% | 10,904 | $823K |
| American Trust | 0.06% | Reduce -53.5% | 10,881 | $822K |
| Fortis Group Advisors, LLC | 0.13% | Reduce -48.6% | 10,870 | $821K |
| Curtis Wealth Management LLC | 0.70% | Add +20.4% | 10,869 | $821K |
| Riverpoint Wealth Management Holdings, LLC | 0.15% | No change | 10,779 | $814K |
| Beacon Financial Advisory LLC | 0.16% | Reduce -6.2% | 10,772 | $813K |
| NWF Advisory Services Inc. | 0.08% | Reduce -24.2% | 10,770 | $813K |
| Sovereign Financial Group, Inc. | 0.12% | Add +3.0% | 10,737 | $811K |
| Fairvoy Private Wealth, LLC | 0.16% | Add +6.9% | 10,735 | $811K |
| Sharper & Granite LLC | 0.25% | Reduce -16.5% | 10,689 | $807K |
| Compass Financial Group, Inc. (Ohio) | 0.54% | Add +10.4% | 10,665 | $805K |
| Arrowroot Family Office, LLC | 0.23% | Reduce -0.8% | 10,660 | $805K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 10,652 | $804K |
| Sheridan Capital Management, LLC | 0.39% | Reduce -8.3% | 10,610 | $801K |
| Central Bank & Trust Co. | 0.11% | Reduce -31.9% | 10,606 | $801K |
| Advance Capital Management, Inc. | 0.03% | Add +13.3% | 10,600 | $800K |
| Texas Yale Capital Corp. | 0.02% | No change | 10,600 | $800K |
| Hoxton Planning & Management, LLC | 0.21% | Add +20.5% | 10,585 | $799K |
| Nova Wealth Management, Inc. | 0.44% | Reduce -29.9% | 10,496 | $793K |
| JPL Wealth Management, LLC | 0.16% | Add +198.8% | 10,486 | $792K |
| Astoria Portfolio Advisors LLC. | 0.13% | Add +20.6% | 10,417 | $787K |
| HBK Sorce Advisory LLC | 0.02% | Add +3.6% | 9,815 | $784K |
| Kornitzer Capital Management Inc. | 0.02% | No change | 10,379 | $784K |
| Quantum Portfolio Management LLC | 0.28% | Reduce -2.4% | 10,338 | $781K |
| Urban Wealth Management, LLC | 0.68% | Reduce -2.2% | 10,322 | $779K |
| BXM Wealth LLC | 0.42% | No change | 10,300 | $778K |
| Avid Wealth Partners LLC | 0.38% | New | 10,296 | $777K |
| Pinnacle Bancorp, Inc. | 0.20% | No change | 10,294 | $777K |
| Valmark Advisers, Inc. | 0.01% | Add +0.8% | 10,244 | $774K |
| Greykasell Wealth Strategies, Inc. | 0.28% | No change | 10,240 | $773K |
| First Heartland Consultants, Inc. | 0.05% | Add +12.2% | 10,238 | $773K |
| Phoenix Wealth Advisors | 0.26% | Reduce -1.2% | 10,215 | $771K |
| Inspirion Wealth Advisors, LLC | 0.09% | No change | 10,153 | $771K |
| Town Capital LLC | 0.49% | Add +5.3% | 10,203 | $770K |
| Cove Private Wealth, LLC | 0.15% | New | 10,195 | $770K |
| Appleton Partners Inc. | 0.05% | Reduce -2.3% | 10,150 | $766K |
| Sentinel Pension Advisors, LLC | 0.10% | Reduce -1.1% | 10,127 | $765K |
| LVW Advisors, LLC | 0.07% | No change | 10,120 | $764K |
| CX Institutional | 0.02% | Add +87.1% | 10,114 | $764K |
| Essex Bank | 0.16% | Reduce -0.3% | 10,093 | $762K |
| South Shore Capital Advisors | 0.51% | Reduce -5.1% | 10,086 | $762K |
| Swisher Financial Concepts, Inc. | 0.48% | Reduce -36.6% | 10,071 | $760K |
| Pennington Partners & Co., LLC | 0.24% | Reduce -0.3% | 10,035 | $758K |
| Entelevest, LLC | 0.66% | Add +3.9% | 10,030 | $757K |
| Belpointe Asset Management LLC | 0.02% | Reduce -4.5% | 10,021 | $757K |
| Perkins Coie Trust Co | 0.13% | Reduce -71.5% | 10,014 | $756K |
| Hengehold Capital Management LLC | 0.06% | No change | 10,000 | $755K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.6% | 9,997 | $755K |
| BDFS Capital LLC | 0.33% | Add +131.7% | 9,966 | $753K |
| Facet Wealth, Inc. | 0.01% | Add +27.2% | 9,956 | $752K |
| Riggs Asset Managment Co. Inc. | 0.13% | Reduce -60.7% | 9,915 | $749K |
| Blue Chip Partners, LLC | 0.05% | Reduce -2.7% | 9,843 | $743K |
| Benjamin Edwards Inc. | 0.01% | No change | 9,775 | $738K |
| Sheets Smith Wealth Management | 0.07% | Reduce -38.2% | 9,748 | $736K |
| Frank, Rimerman Advisors LLC | 0.04% | No change | 9,729 | $735K |
| J. Safra Sarasin Holding AG | 0.01% | New | 9,718 | $734K |
| Hamilton Capital, LLC | 0.04% | Reduce -43.8% | 9,704 | $733K |
| EPG Wealth Management LLC | 0.17% | No change | 9,670 | $730K |
| Hirtle & Co., LLC | 0.03% | Reduce -15.7% | 9,658 | $729K |
| Black Diamond Financial, LLC | 0.06% | No change | 9,605 | $725K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -1.2% | 9,601 | $725K |
| Barnes Wealth Management Group, Inc | 0.33% | Add +5.7% | 9,581 | $723K |
| Firethorn Wealth Partners, LLC | 0.23% | Reduce -18.6% | 9,519 | $719K |
| SWP Financial LLC | 0.33% | Add +17.9% | 9,500 | $717K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +15.4% | 9,475 | $715K |
| KKM Financial LLC | 0.10% | Reduce -7.6% | 9,461 | $714K |
| Allied Private Wealth LLC | 0.46% | — | 9,295 | $713K |
| Cozad Asset Management Inc. | 0.05% | No change | 9,419 | $711K |
| Atlatl Advisers LLC | 0.17% | Add +1.5% | 9,414 | $711K |
| COFG Advisors, LLC | 0.12% | Add +11.4% | 9,378 | $708K |
| Councilor Wealth, LLC | 0.29% | Reduce -0.8% | 9,377 | $708K |
| Petra Financial Advisors Inc. | 0.33% | Reduce -62.1% | 9,372 | $708K |
| Colonial Trust Co / SC | 0.09% | Reduce -13.2% | 9,350 | $706K |
| Tradition Wealth Management, LLC | 0.04% | Add +11.6% | 9,347 | $706K |
| Benchmark Financial Wealth Advisors, LLC | 0.17% | Reduce -2.4% | 9,321 | $704K |
| Towne Trust Company, N.A | 0.21% | Add +0.4% | 9,291 | $702K |
| Mission Financial Group, LLC | 0.58% | — | 9,273 | $700K |
| Doliver Advisors, LP | 0.16% | No change | 9,215 | $696K |
| Accredited Investors Inc. | 0.03% | Add +32.6% | 9,214 | $696K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +2.3% | 9,176 | $693K |
| Staley Capital Advisers Inc. | 0.03% | Reduce -2.1% | 9,176 | $693K |
| Proathlete Wealth Management LLC | 0.17% | No change | 9,169 | $692K |
| JFS Wealth Advisors, LLC | 0.03% | Add +1.8% | 9,158 | $692K |
| Cape Cod Five Cents Savings Bank | 0.06% | — | 9,151 | $691K |
| SFE Investment Counsel | 0.09% | No change | 9,124 | $689K |
| Ingalls & Snyder LLC | 0.02% | Add +1.1% | 9,098 | $687K |
| TCFG Investment Advisors, LLC | 0.23% | Add +1.0% | 9,086 | $686K |
| Advisory Advocates, LLC | 0.59% | Reduce -6.8% | 9,077 | $685K |
| Archford Capital Strategies, LLC | 0.07% | Add +180.2% | 9,049 | $683K |
| Financial Gravity Companies, Inc. | 0.11% | — | 9,000 | $680K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 9,000 | $680K |
| Nilsine Partners, LLC | 0.05% | No change | 8,973 | $678K |
| Three Cord True Wealth Management, LLC | 0.32% | No change | 8,956 | $676K |
| United Asset Strategies, Inc. | 0.05% | Reduce -5.1% | 8,953 | $676K |
| Foster & Motley Inc. | 0.03% | Add +140.8% | 8,914 | $673K |
| Integrity Alliance, Llc. | 0.02% | Add +2.4% | 8,900 | $672K |
| BKM Wealth Management, LLC | 0.24% | Reduce -4.8% | 8,824 | $666K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -30.2% | 8,764 | $662K |
| First Growth Capital LLC | 0.50% | Reduce -14.0% | 8,698 | $657K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -1.8% | 8,600 | $649K |
| Amundi | 0.00% | Reduce -79.8% | 8,600 | $649K |
| Calton & Associates, Inc. | 0.10% | Add +16.5% | 8,587 | $648K |
| World Equity Group, Inc. | 0.14% | Add +12.7% | 8,576 | $648K |
| Strategic Wealth Advisors LLC | 0.55% | Add +6.0% | 7,978 | $647K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 8,566 | $647K |
| High Point Wealth Management, LLC | 0.54% | Reduce -3.4% | 8,547 | $645K |
| Magnus Financial Group LLC | 0.05% | Reduce -5.3% | 8,532 | $644K |
| Aureus Asset Management, LLC | 0.04% | Reduce -8.5% | 8,531 | $644K |
| Compass Ion Advisors, LLC | 0.06% | No change | 8,520 | $643K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +59.1% | 8,515 | $643K |
| Traveka Wealth, LLC | 0.21% | Add +24.3% | 8,506 | $642K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Add +10.7% | 8,601 | $642K |
| First Nebraska Trust Co | 0.05% | No change | 8,500 | $642K |
| Beckerman Institutional, LLC | 0.30% | Reduce -2.4% | 8,431 | $637K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 7,179 | $633K |
| Tacita Capital Inc | 0.34% | Add +7.8% | 8,382 | $633K |
| J.M. Arbour, LLC | 0.54% | Add +46.3% | 8,341 | $630K |
| Winch Advisory Services, LLC | 0.13% | No change | 8,275 | $625K |
| Atlantic Union Bankshares Corp | 0.01% | Add +5.6% | 8,253 | $623K |
| Worth Financial Advisory Group, LLC | 0.26% | New | 8,252 | $623K |
| TCW Group Inc. | 0.00% | No change | 8,195 | $619K |
| Pallas Capital Advisors LLC | 0.02% | No change | 8,157 | $616K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +26.8% | 8,119 | $613K |
| SVB Wealth LLC | 0.04% | Reduce -0.5% | 8,112 | $613K |
| Meyer Handelman Co. | 0.02% | New | 8,071 | $609K |
| Sterling Investment Advisors LLC | 0.27% | No change | 8,061 | $609K |
| IFC & Insurance Marketing, Inc. | 0.53% | Add +0.3% | 8,036 | $607K |
| Quantify Chaos Advisors, LLC | 1.70% | No change | 7,976 | $602K |
| Index Technologies Group LLC | 0.48% | Reduce -2.4% | 7,973 | $602K |
| Integrated Investment Consultants, LLC | 0.12% | No change | 7,972 | $602K |
| Regimen Wealth, LLC | 0.16% | Reduce -0.2% | 7,906 | $601K |
| Colter Lewis Investment Partners LLC | 0.27% | No change | 7,946 | $600K |
| Haverford Trust Co | 0.01% | Add +87.6% | 7,845 | $592K |
| Stegent Equity Advisors, Inc. | 0.42% | No change | 7,832 | $591K |
| Patten & Patten Inc. | 0.03% | Reduce -8.8% | 7,818 | $590K |
| Whalerock Point Partners, LLC | 0.10% | No change | 7,811 | $590K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -87.1% | 7,786 | $588K |
| Endowment Wealth Management, Inc. | 0.23% | Add +18.4% | 7,776 | $587K |
| Clearbridge Investments, LLC | 0.00% | No change | 7,701 | $582K |
| Sound Income Strategies, LLC | 0.03% | Add +1.8% | 7,671 | $579K |
| DV Trading LLC | 0.05% | New | 7,620 | $575K |
| WealthCollab, LLC | 0.21% | No change | 7,600 | $574K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | New | 7,568 | $571K |
| Lakeridge Wealth Management LLC | 0.21% | Reduce -4.1% | 7,536 | $569K |
| Financial Partners Group, Inc | 0.06% | Reduce -5.5% | 7,522 | $568K |
| Arrien Investments, Inc. | 0.29% | No change | 7,500 | $566K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | New | 7,500 | $566K |
| Envision Financial Planning, LLC | 0.18% | Add +32.1% | 7,489 | $565K |
| Indivisible Partners | 0.03% | Add +52.3% | 7,484 | $565K |
| Greenwood Gearhart LLC | 0.03% | New | 7,479 | $565K |
| Presidio Capital Management, LLC | 0.14% | Add +19.2% | 7,467 | $564K |
| Whelan Financial | 0.15% | Add +7.8% | 7,450 | $563K |
| Visionary Wealth Advisors | 0.02% | Reduce -6.1% | 7,420 | $560K |
| Quattro Financial Advisors LLC | 0.12% | Add +30.0% | 7,420 | $560K |
| Fortune Financial Group, Inc. | 0.44% | New | 7,404 | $559K |
| Durante & Waters, LLC | 0.37% | No change | 7,380 | $557K |
| Soltis Investment Advisors LLC | 0.03% | Add +0.7% | 7,374 | $557K |
| Channel Wealth LLC | 0.12% | New | 7,362 | $556K |
| CGN Advisors LLC | 0.04% | Add +3.2% | 7,360 | $556K |
| Fiduciary Alliance LLC | 0.04% | Reduce -10.4% | 7,344 | $555K |
| Fisher Asset Management | 0.00% | Reduce -22.9% | 7,337 | $554K |
| Indiana Trust & Investment Management Co | 0.15% | No change | 7,307 | $552K |
| Aries Wealth Management | 0.11% | Add +5.6% | 7,247 | $547K |
| Petersen Hastings Wealth Advisors Inc. | 0.05% | No change | 7,220 | $545K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -2.5% | 7,220 | $545K |
| Capital Squared Financial LLC | 0.36% | Reduce -4.3% | 7,211 | $545K |
| Chesley Taft & Associates LLC | 0.02% | Add +7.1% | 7,202 | $544K |
| SMART Wealth LLC | 0.12% | Add +105.5% | 7,190 | $543K |
| Financial Synergies Wealth Advisors, Inc. | 0.05% | Reduce -4.9% | 7,143 | $539K |
| First City Capital Management, Inc. | 0.26% | Add +0.1% | 7,139 | $539K |
| International Assets Investment Management, LLC | 0.03% | Reduce -2.5% | 7,054 | $536K |
| Solidarity Wealth, LLC | 0.09% | No change | 7,087 | $535K |
| Ellevest, Inc. | 0.06% | Add +268.5% | 11,122 | $535K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.0% | 7,037 | $531K |
| Benchmark Investment Advisors LLC | 0.23% | Reduce -18.5% | 7,036 | $531K |
| Midwest Financial Group LLC | 0.19% | Add +0.4% | 7,024 | $530K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 6,997 | $528K |
| Nemes Rush Group LLC | 0.04% | Reduce -0.0% | 6,982 | $527K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +17.5% | 6,950 | $525K |
| West Paces Advisors Inc. | 0.09% | Add +44.1% | 6,939 | $524K |
| BTC Capital Management, Inc. | 0.03% | Reduce -24.1% | 6,929 | $523K |
| Journey Advisory Group, LLC | 0.04% | Reduce -4.3% | 6,927 | $523K |
| Regent Peak Wealth Advisors LLC | 0.10% | Add +13.7% | 6,898 | $521K |
| Cambridge Advisors Inc. | 0.09% | Reduce -0.3% | 6,863 | $518K |
| Lake Street Private Wealth, LLC | 0.06% | Reduce -2.2% | 6,861 | $518K |
| Investment Management Corp. /Va/ | 0.43% | Add +0.4% | 6,857 | $518K |
| Atlas Wealth Partners, LLC | 0.56% | Reduce -14.7% | 6,847 | $517K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 6,845 | $517K |
| XML Financial, LLC | 0.04% | Reduce -4.7% | 6,842 | $517K |
| Armstrong, Fleming & Moore, Inc | 0.17% | No change | 6,839 | $516K |
| Fulton Bank, N.A. | 0.02% | Add +18.8% | 6,824 | $515K |
| Portfolio Resources Advisor Group, Inc. | 0.44% | Add +3.6% | 6,816 | $515K |
| Panoramic Investment Advisors, LLC | 0.25% | No change | 6,815 | $515K |
| Calamos Wealth Management LLC | 0.02% | Add +3.4% | 6,812 | $514K |
| McAlvany Wealth Management LLC | 0.38% | Reduce -15.9% | 6,800 | $513K |
| Clarity Financial LLC | 0.04% | Add +5.1% | 6,796 | $513K |
| Itau Unibanco Holding S.A. | 0.01% | Reduce -47.5% | 6,784 | $512K |
| WBH Advisory Inc. | 0.03% | Reduce -1.4% | 6,782 | $512K |
| CRA Financial Services, LLC | 0.06% | Add +0.1% | 6,771 | $511K |
| REAP Financial Group, LLC | 0.09% | Add +0.0% | 6,761 | $511K |
| Madson Wealth Advisors Inc | 0.35% | Reduce -17.9% | 6,754 | $510K |
| Marble Wealth, LLC | 0.08% | Reduce -3.3% | 6,726 | $508K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +2.5% | 6,722 | $508K |
| Clear Investment Research, LLC | 0.79% | Add +15.8% | 6,717 | $507K |
| Integral Investment Advisors, Inc. | 0.11% | No change | 6,692 | $505K |
| Dynamic Financial Group | 0.38% | Reduce -0.2% | 6,686 | $505K |
| Kiker Wealth Management, LLC | 0.20% | Add +1.3% | 6,650 | $502K |
| Wynn Capital, LLC | 0.22% | No change | 6,646 | $502K |
| SageView Advisory Group, LLC | 0.02% | No change | 6,635 | $501K |
| West Branch Capital LLC | 0.12% | No change | 6,630 | $501K |
| Independence Bank of Kentucky | 0.06% | Add +633.6% | 6,602 | $499K |
| IKE Capital, LLC | 0.26% | Reduce -5.7% | 6,600 | $498K |
| BostonPremier Wealth LLC | 0.21% | No change | 6,600 | $498K |
| Cooper/Haims Advisors, LLC | 0.21% | No change | 6,548 | $494K |
| Magnolia Private Wealth, LLC | 0.27% | Add +25.3% | 6,544 | $494K |
| Copia Wealth Management | 0.30% | Reduce -5.5% | 6,510 | $492K |
| Pullen Investment Management, LLC | 0.23% | Reduce -7.7% | 6,487 | $490K |
| SmartHarvest Portfolios, LLC | 0.16% | No change | 6,485 | $490K |
| Nixon Peabody Trust Co. | 0.03% | Add +89.1% | 6,479 | $489K |
| Pitcairn Wealth Advisors LLC | 0.05% | No change | 6,465 | $488K |
| Pure Financial Advisors, LLC | 0.01% | Add +28.3% | 6,454 | $487K |
| Orcam Financial Group | 0.24% | No change | 6,437 | $486K |
| Professional Advisory Services Inc. | 0.05% | No change | 6,410 | $484K |
| Victory Financial Group, LLC | 0.05% | Add +58.2% | 6,375 | $481K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.5% | 6,375 | $481K |
| LiftPoint Family Wealth Advisors LLC | 0.32% | Reduce -1.6% | 6,343 | $479K |
| Genesis Wealth Advisors, LLC | 0.29% | No change | 6,326 | $478K |
| Garrison Point Advisors, LLC | 0.19% | No change | 6,305 | $476K |
| Shepherd Street Advisors LLC | 0.42% | Add +23.0% | 6,233 | $475K |
| LRI Investments, LLC | 0.04% | No change | 6,290 | $475K |
| WASHINGTON TRUST Co | 0.01% | Reduce -3.5% | 6,285 | $475K |
| Gateway Investment Advisers LLC | 0.00% | New | 6,281 | $474K |
| TCP Asset Management, LLC | 0.05% | No change | 6,275 | $474K |
| Wealth Architects, LLC | 0.04% | Add +15.3% | 6,257 | $472K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.6% | 6,254 | $472K |
| MRP Capital Investments, LLC | 0.35% | Add +13.6% | 6,250 | $472K |
| Sandy Cove Advisors, LLC | 0.12% | Reduce -8.0% | 6,220 | $470K |
| Elm Partners Management LLC | 0.02% | No change | 6,210 | $469K |
| Reliant Wealth Planning | 0.13% | No change | 6,198 | $468K |
| Van Eck Associates Corp. | 0.00% | No change | 6,194 | $468K |
| Compton Wealth Advisory Group, LLC | 0.09% | Add +9.4% | 6,153 | $467K |
| Joseph P. Lucia & Associates, LLC | 0.14% | Reduce -0.3% | 6,188 | $467K |
| Retirement Wealth Solutions LLC | 0.26% | Add +2.4% | 6,163 | $465K |
| Spinnaker Investment Group, LLC | 0.07% | Add +60.4% | 6,086 | $460K |
| Clay Northam Wealth Management, LLC | 0.23% | No change | 6,074 | $459K |
| Integrity Investment Advisors, LLC | 0.20% | No change | 6,068 | $458K |
| Earned Wealth Advisors, LLC | 0.03% | Add +34.8% | 6,066 | $458K |
| Root Financial Partners, LLC | 0.02% | Reduce -12.6% | 6,050 | $457K |
| Moulton Wealth Management, Inc. | 0.30% | Reduce -0.8% | 5,955 | $456K |
| Howard Financial Services, LTD. | 0.05% | Add +31.2% | 6,023 | $455K |
| Tortoise Investment Management, LLC | 0.03% | No change | 6,003 | $453K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.0% | 5,991 | $452K |
| One Day In July LLC | 0.03% | No change | 5,983 | $452K |
| Leigh Baldwin & Co., LLC | 0.24% | Reduce -17.5% | 5,972 | $451K |
| Twin Lakes Capital Management, LLC | 0.17% | No change | 5,969 | $451K |
| Flagstar Securities, Inc. | 0.14% | Reduce -16.4% | 5,950 | $449K |
| City Center Advisors, LLC | 0.36% | Reduce -3.8% | 5,925 | $447K |
| Williams & Novak, LLC | 0.30% | No change | 5,924 | $447K |
| Catalyst Investment Management LLC | 0.41% | Reduce -79.0% | 5,915 | $447K |
| Catawba River Capital | 0.20% | No change | 5,898 | $445K |
| DDD Partners, LLC | 0.03% | No change | 5,818 | $439K |
| Connecticut Wealth Management, LLC | 0.02% | Add +23.4% | 5,811 | $439K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.3% | 5,805 | $438K |
| Concentrum Wealth Management | 0.10% | Add +3.0% | 5,794 | $438K |
| Tactive Advisors, LLC | 0.11% | No change | 5,767 | $435K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -1.9% | 5,765 | $435K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +5.2% | 5,743 | $434K |
| PlanVest Financial, Inc | 0.29% | Reduce -10.7% | 5,706 | $431K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -0.0% | 5,700 | $430K |
| SouthState Bank Corp | 0.02% | Reduce -16.1% | 5,683 | $429K |
| Procyon Advisors, LLC | 0.02% | Add +12.2% | 5,671 | $428K |
| Pillar Financial Advisors, LLC | 0.22% | No change | 5,670 | $428K |
| Wellington-Altus USA Inc. | 0.30% | No change | 4,847 | $427K |
| Helium Advisors LLC | 0.36% | Add +11.6% | 5,630 | $425K |
| Empirical Asset Management, LLC | 0.10% | Add +2.8% | 5,613 | $424K |
| Pinkerton Wealth, LLC | 0.04% | No change | 4,801 | $423K |
| Certified Advisory Corp | 0.03% | Reduce -3.9% | 5,605 | $423K |
| ARS Wealth Advisors Group, LLC | 0.03% | No change | 5,594 | $422K |
| Potomac Fund Management Inc. | 0.01% | Add +0.5% | 5,591 | $422K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -82.9% | 5,579 | $421K |
| W Advisors, LLC | 0.19% | Reduce -15.2% | 5,573 | $421K |
| Investment Advisory Group, LLC | 0.09% | No change | 5,564 | $420K |
| Future Financial Wealth Managment LLC | 0.26% | No change | 5,500 | $419K |
| Rossmore Private Capital | 0.03% | No change | 5,540 | $418K |
| Avantax Planning Partners, Inc. | 0.01% | Add +2.8% | 5,539 | $418K |
| Sei Investments Co. | 0.00% | Add +40.7% | 5,529 | $418K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -9.5% | 5,521 | $417K |
| Sankala Group LLC | 0.28% | Reduce -0.8% | 5,081 | $416K |
| Rossby Financial, LCC | 0.08% | Add +5.9% | 5,506 | $416K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -2.5% | 5,495 | $415K |
| Busey Bank | 0.01% | Reduce -1.6% | 5,485 | $414K |
| Mayport, LLC | 0.06% | No change | 5,447 | $411K |
| Barnes Dennig Private Wealth Management LLC | 0.33% | Reduce -1.4% | 5,419 | $409K |
| Aspen Investment Management Inc | 0.11% | No change | 5,408 | $408K |
| KMG Fiduciary Partners, LLC | 0.04% | No change | 5,392 | $407K |
| Prentiss Smith & Co. Inc. | 0.22% | No change | 5,391 | $407K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +28.5% | 5,361 | $405K |
| Woodward Diversified Capital, LLC | 0.18% | No change | 5,326 | $402K |
| One Charles Private Wealth Services, LLC | 0.09% | No change | 5,269 | $398K |
| Rare Wolf Capital LLC | 0.26% | No change | 5,260 | $397K |
| NorthCoast Asset Management LLC | 0.01% | Add +27.8% | 5,254 | $397K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 5,250 | $396K |
| Fiduciary Family Office, LLC | 0.10% | No change | 5,249 | $396K |
| Continuum Wealth Advisors, LLC | 0.13% | Reduce -7.0% | 5,231 | $395K |
| Birchwood Financial Partners, Inc. | 0.32% | Reduce -0.2% | 5,217 | $394K |
| Naples Global Advisors, LLC | 0.02% | No change | 5,213 | $394K |
| Christensen, King & Associates Investment Services, Inc. | 0.16% | No change | 5,209 | $393K |
| Trust Co. of Vermont | 0.01% | — | 5,190 | $392K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 5,187 | $392K |
| Retirement Management Systems Inc. | 0.08% | Reduce -3.1% | 5,176 | $391K |
| International Private Wealth Advisors LLC | 0.20% | Add +23.8% | 5,162 | $390K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +8.3% | 5,024 | $389K |
| StoneX Group Inc. | 0.02% | Reduce -18.5% | 5,156 | $389K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.16% | Reduce -15.7% | 5,143 | $388K |
| Koa Wealth Management, LLC | 0.26% | Reduce -18.2% | 5,139 | $388K |
| Lesa Sroufe & Co | 0.28% | No change | 5,142 | $388K |
| Sincerus Advisory, LLC | 0.26% | No change | 5,133 | $388K |
| Nolet Wealth Management, LLC | 0.21% | No change | 5,117 | $386K |
| Balefire, LLC | 0.06% | New | 5,083 | $384K |
| North Star Investment Management Corp. | 0.02% | Add +18.7% | 5,081 | $384K |
| Obermeyer Wealth Partners | 0.02% | Reduce -61.0% | 5,079 | $384K |
| Thompson David Blair | 0.19% | Reduce -34.9% | 5,078 | $383K |
| LBMC Investment Advisors, LLC | 0.02% | Add +30.9% | 5,078 | $383K |
| Norden Group LLC | 0.03% | No change | 5,073 | $383K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -0.2% | 5,072 | $383K |
| Broadway Wealth Solutions, Inc. | 0.18% | No change | 5,054 | $382K |
| Daiichi Life International Holdings LLC | 12.09% | Add +25.6% | 5,050 | $381K |
| HHM Wealth Advisors, LLC | 0.04% | Reduce -1.2% | 5,046 | $381K |
| Quotient Wealth Partners, LLC | 0.01% | Add +3.9% | 5,030 | $380K |
| BCU Wealth Advisors, LLC | 0.13% | Add +4.7% | 5,013 | $379K |
| Foster Group, Inc. | 0.01% | No change | 5,006 | $378K |
| Baker Ellis Asset Management LLC | 0.04% | Reduce -9.1% | 5,000 | $378K |
| True Freedom Investing, LLC | 0.03% | No change | 4,279 | $377K |
| Capital Investment Management, Inc. | 0.12% | Add +35.6% | 4,992 | $377K |
| Asset Dedication, LLC | 0.02% | Reduce -7.2% | 4,978 | $376K |
| Kaydan Wealth Management, Inc. | 0.11% | Reduce -97.2% | 4,976 | $376K |
| Johnson Financial Group, LLC | 0.02% | New | 4,976 | $376K |
| Sound Stewardship, LLC | 0.15% | Add +2.4% | 4,965 | $375K |
| Stone Summit Wealth LLC | 0.10% | No change | 4,960 | $375K |
| Mechanics Financial Corp | 0.13% | No change | 4,954 | $374K |
| TruNorth Capital Management, LLC | 0.06% | Add +20.2% | 4,952 | $374K |
| Ethos Financial Group, LLC | 0.02% | Add +2.3% | 4,929 | $372K |
| Dagco, Inc. | 0.07% | No change | 4,925 | $372K |
| Tempo Wealth, LLC | 0.05% | No change | 4,908 | $371K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -91.9% | 4,908 | $371K |
| BlueChip Wealth Advisors LLC | 0.14% | No change | 4,882 | $369K |
| Genesis Private Wealth, LLC | 0.10% | Add +9.8% | 4,868 | $368K |
| Kiley Juergens Wealth Management, LLC | 0.06% | Add +2.1% | 4,824 | $364K |
| DBK Financial Counsel, LLC | 0.31% | No change | 4,821 | $364K |
| Optivise Advisory Services LLC | 0.18% | Reduce -54.0% | 4,807 | $363K |
| Crumly & Associates Inc. | 0.07% | No change | 4,797 | $362K |
| Lavelle Capital LP | 0.18% | No change | 4,751 | $359K |
| Chokshi & Queen Wealth Advisors, Inc | 0.17% | No change | 4,729 | $357K |
| Alliance Private Wealth, LLC | 0.12% | No change | 4,708 | $356K |
| Warren Street Wealth Advisors, LLC | 0.08% | No change | 4,695 | $355K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +12.0% | 4,687 | $354K |
| Unique Wealth Strategies, LLC | 0.13% | Reduce -0.5% | 4,668 | $352K |
| Wealth Effects LLC | 0.10% | New | 4,667 | $352K |
| Two West Capital Advisors LLC | 0.17% | Add +8.3% | 4,670 | $352K |
| MKD Wealth Coaches, LLC | 0.30% | No change | 4,654 | $351K |
| Henderson Brothers Financial Partners, LLC | 0.17% | Reduce -49.6% | 4,653 | $351K |
| Hillcrest Wealth Advisors - NY, LLC | 0.13% | No change | 4,650 | $351K |
| Advisor OS, LLC | 0.02% | Reduce -21.1% | 4,649 | $351K |
| Planning Alternatives Ltd. | 0.04% | No change | 4,639 | $350K |
| Joel Isaacson & Co., LLC | 0.01% | Add +2.7% | 4,637 | $350K |
| BCS Private Wealth Management, Inc. | 0.11% | No change | 4,636 | $350K |
| Cornerstone Planning, LLC | 0.08% | Add +23.3% | 4,621 | $349K |
| Advisors Capital Management, LLC | 0.00% | Reduce -1.6% | 4,615 | $348K |
| Benin Management CORP | 0.07% | No change | 4,608 | $348K |
| Founders Financial Securities LLC | 0.02% | Reduce -12.6% | 4,605 | $348K |
| Rockland Trust Co. | 0.01% | Add +4.3% | 4,596 | $347K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | Reduce -2.5% | 4,590 | $347K |
| Fulcrum Equity Management | 0.28% | No change | 4,560 | $344K |
| Strategy Asset Managers LLC | 0.05% | Reduce -35.3% | 4,538 | $343K |
| Schrum Private Wealth Management LLC | 0.35% | Reduce -3.1% | 7,217 | $342K |
| Chapin Davis, Inc. | 0.06% | No change | 4,525 | $342K |
| Vision Retirement, LLC | 0.08% | Add +4.4% | 4,509 | $340K |
| BLB&B Advisors, LLC | 0.01% | Reduce -39.4% | 4,502 | $340K |
| Financial Security Advisor, Inc. | 0.06% | Add +4.6% | 4,496 | $339K |
| Francis Financial, Inc. | 0.06% | New | 4,494 | $339K |
| Jupiter Topco LLC | 0.00% | — | 4,438 | $335K |
| Bluespring Wealth Management, LLC | 0.01% | New | 4,433 | $335K |
| Parsons Capital Management Inc. | 0.02% | Add +8.3% | 4,429 | $334K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -32.8% | 4,418 | $334K |
| MinichMacGregor Wealth Management, LLC | 0.05% | Reduce -97.0% | 4,409 | $333K |
| Atlas Brown,Inc. | 0.09% | Add +1.6% | 4,381 | $331K |
| Alteri Wealth LLC | 0.09% | No change | 4,375 | $330K |
| Talon Private Wealth, LLC | 0.04% | Add +4.1% | 4,373 | $330K |
| Patten Group, Inc. | 0.05% | Reduce -16.5% | 4,369 | $330K |
| Kestra Investment Management, LLC | 0.01% | Reduce -39.1% | 4,364 | $330K |
| Bridgewater Advisors Inc. | 0.02% | No change | 4,323 | $329K |
| Integrity Advisory Solutions, LLC | 0.03% | Add +38.4% | 4,357 | $329K |
| Gould Capital, LLC | 0.18% | No change | 4,350 | $328K |
| Code Waechter LLC | 0.17% | No change | 4,339 | $328K |
| Clark Capital Management Group, Inc. | 0.00% | Add +34.7% | 4,323 | $326K |
| Tradewinds, LLC. | 0.07% | New | 4,545 | $326K |
| Landaas & Co. /Wi | 0.06% | No change | 4,314 | $326K |
| Quantum Financial Partners LLC | 0.17% | — | 4,300 | $325K |
| Liberty Square Wealth Partners LLC | 0.08% | No change | 4,290 | $324K |
| Fortis Capital Management LLC | 0.04% | No change | 4,288 | $324K |
| Sfm, LLC | 0.17% | Reduce -0.2% | 4,284 | $323K |
| Tempus Wealth Planning, LLC | 0.06% | Add +15.9% | 4,276 | $323K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 4,237 | $320K |
| Columbia Bank | 0.07% | Add +37.4% | 4,230 | $319K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +0.8% | 4,230 | $319K |
| Vantage Point Financial LLC | 0.10% | Add +8.6% | 4,217 | $318K |
| Financial Perspectives, Inc | 0.08% | Reduce -1.0% | 4,217 | $318K |
| Salem Investment Counselors Inc. | 0.01% | Add +54.3% | 4,194 | $317K |
| 44 Wealth Management LLC | 0.10% | No change | 4,192 | $317K |
| Cottage Street Advisors LLC | 0.12% | Add +16.2% | 4,189 | $316K |
| Inspire Advisors, LLC | 0.02% | Add +18.8% | 4,185 | $316K |
| Valicenti Advisory Services Inc. | 0.06% | No change | 4,180 | $316K |
| Wealth Dimensions Group, Ltd. | 0.06% | Add +0.2% | 4,179 | $316K |
| Madison Wealth Partners, Inc | 0.04% | Add +6.5% | 4,173 | $315K |
| Curry Webb Wealth Management LLC | 0.13% | Reduce -14.0% | 4,163 | $314K |
| Legacy Bridge, LLC | 0.10% | Add +92.6% | 4,159 | $314K |
| Center For Asset Management LLC | 0.14% | Reduce -66.0% | 4,146 | $313K |
| TrustBank | 0.11% | No change | 4,133 | $312K |
| New Hampshire Trust | 0.06% | No change | 4,115 | $311K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -0.1% | 4,099 | $310K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 4,097 | $309K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | No change | 4,084 | $308K |
| Absolute Capital Management, LLC | 0.08% | Add +20.3% | 4,067 | $307K |
| Mid-American Wealth Advisory Group, Inc. | 0.11% | Reduce -3.6% | 4,062 | $307K |
| Saxon Interests, Inc. | 0.08% | No change | 4,056 | $306K |
| Kintra Wealth, LLC | 0.02% | Add +9.7% | 3,742 | $306K |
| Centric Wealth Management | 0.05% | No change | 3,564 | $303K |
| Excalibur Management Corp. | 0.10% | No change | 4,000 | $302K |
| Avalon Trust Co | 0.02% | No change | 4,000 | $302K |
| Main Street Group, LTD | 0.07% | Add +2.9% | 3,986 | $301K |
| Fiduciary Group, LLC | 0.02% | No change | 3,985 | $301K |
| 3EDGE Asset Management, LP | 0.01% | Reduce -2.0% | 3,965 | $299K |
| Sfmg, LLC | 0.02% | No change | 3,962 | $299K |
| West Bancorporation Inc. | 0.13% | No change | 3,961 | $299K |
| E&G Advisors, LLC | 0.06% | No change | 3,952 | $298K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | Add +1.1% | 3,942 | $298K |
| Franklin Street Advisors Inc. | 0.02% | Reduce -11.3% | 3,920 | $296K |
| Axecap Investments, LLC | 0.16% | Reduce -4.7% | 3,913 | $295K |
| Alta Wealth Advisors LLC | 0.08% | Add +4.3% | 3,903 | $295K |
| LFA - Lugano Financial Advisors SA | 0.18% | No change | 3,893 | $294K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.10% | — | 3,890 | $294K |
| Focused Wealth Management, Inc | 0.03% | Add +0.7% | 3,873 | $292K |
| 55 North Private Wealth, LLC | 0.06% | New | 3,870 | $292K |
| DLK Investment Management, LLC | 0.12% | New | 6,641 | $292K |
| Smith & Howard Wealth Management, LLC | 0.06% | No change | 3,863 | $292K |
| Cyr Financial Inc. | 0.15% | No change | 3,859 | $291K |
| Verum Partners LLC | 0.04% | New | 3,847 | $290K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -18.0% | 3,839 | $290K |
| M. Kulyk & Associates, LLC | 0.05% | No change | 3,836 | $290K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -8.7% | 3,830 | $289K |
| Allen Capital Group, LLC | 0.02% | No change | 3,829 | $289K |
| Flagship Wealth Advisors, LLC | 0.06% | Add +29.4% | 3,824 | $289K |
| WFA of San Diego, LLC | 0.24% | Add +12.5% | 3,529 | $289K |
| Revolve Wealth Partners, LLC | 0.03% | No change | 3,810 | $288K |
| Harrington Investments, INC | 0.14% | Reduce -1.0% | 3,806 | $287K |
| Compass Financial Group, INC | 0.03% | Reduce -0.2% | 3,804 | $287K |
| First Financial Group Corp | 0.21% | No change | 3,803 | $287K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.3% | 3,801 | $287K |
| Graney & King, LLC | 0.10% | No change | 3,783 | $286K |
| Virtue Capital Management, LLC | 0.04% | New | 3,783 | $286K |
| Genus Capital Management Inc. | 0.03% | No change | 3,780 | $285K |
| LifeGoal Investments, LLC | 0.13% | Add +8.1% | 3,774 | $285K |
| GeoWealth Management, LLC | 0.01% | Reduce -17.8% | 3,758 | $284K |
| Insight 2811, Inc. | 0.11% | No change | 3,755 | $284K |
| Traynor Capital Management, Inc. | 0.01% | Add +8.1% | 3,751 | $283K |
| XY Planning Network, Inc. | 0.04% | Add +14.5% | 3,740 | $282K |
| Golden Road Advisors LLC | 0.14% | Add +9.9% | 3,708 | $280K |
| Security National Bank | 0.03% | Reduce -10.5% | 3,708 | $280K |
| Coastwise Capital Group, LLC | 0.16% | No change | 3,700 | $279K |
| Parthenon LLC | 0.03% | New | 3,700 | $279K |
| Semus Wealth Partners LLC | 0.14% | Add +1.5% | 3,698 | $279K |
| Oak Barrel Wealth Advisory LLC | 0.12% | — | 3,686 | $278K |
| Krilogy Financial LLC | 0.01% | Add +0.1% | 3,680 | $278K |
| Welch Group, LLC | 0.01% | Add +0.1% | 3,679 | $278K |
| XP Advisory US, Inc. | 0.15% | — | 3,676 | $278K |
| Arlington Capital Management, Inc. | 0.17% | Reduce -96.9% | 3,659 | $276K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | Add +9.9% | 3,658 | $276K |
| Centaurus Financial, Inc. | 0.01% | Add +2.3% | 3,651 | $276K |
| Mystic Asset Management, Inc. | 0.06% | Add +0.1% | 3,651 | $276K |
| Pin Oak Investment Advisors Inc. | 0.20% | No change | 3,636 | $275K |
| Montecito Bank & Trust | 0.04% | No change | 3,630 | $274K |
| Argyle Capital Partners, LLC | 0.17% | No change | 3,627 | $274K |
| Alchemi Wealth, LLC | 0.13% | Add +1.0% | 3,626 | $274K |
| Burke & Herbert Bank & Trust Co. | 0.07% | Reduce -6.0% | 3,603 | $272K |
| Telos Capital Management, Inc. | 0.02% | No change | 3,602 | $272K |
| Hardman Johnston Global Advisors LLC | 0.01% | No change | 3,600 | $272K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +92.9% | 3,582 | $270K |
| Diversified Enterprises, LLC | 0.01% | No change | 3,574 | $270K |
| Chilton Investment Co. Inc. | 0.01% | No change | 3,572 | $270K |
| Advantage Trust Co | 0.09% | Add +3.6% | 3,552 | $268K |
| Penobscot Wealth Management | 0.07% | Add +44.7% | 3,546 | $268K |
| Mairs & Power Inc. | 0.00% | No change | 3,525 | $266K |
| Lyell Wealth Management, LP | 0.02% | No change | 3,517 | $266K |
| Geneva Partners, LLC | 0.07% | No change | 3,506 | $265K |
| Fortress Financial Group, LLC | 0.13% | Reduce -8.6% | 3,500 | $264K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -2.5% | 3,492 | $264K |
| Heritage Wealth Advisors | 0.01% | No change | 3,485 | $263K |
| Asset Advisory Group, Inc. | 0.11% | Add +15.9% | 3,478 | $263K |
| Gen-Wealth Partners Inc | 0.07% | Add +2.7% | 3,476 | $262K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -3.9% | 3,474 | $262K |
| Legacy Trust | 0.05% | No change | 3,465 | $262K |
| Manchester Capital Management LLC | 0.03% | Add +4.1% | 3,461 | $261K |
| Alpine Bank Wealth Management | 0.03% | No change | 3,461 | $261K |
| Integrity Wealth Solutions LLC | 0.10% | Reduce -2.4% | 3,453 | $261K |
| McDonald Partners LLC | 0.06% | New | 3,450 | $261K |
| Peninsula Asset Management Inc. | 0.12% | Add +6.2% | 3,445 | $260K |
| Smithfield Trust Co | 0.01% | Reduce -13.7% | 3,443 | $260K |
| Allegheny Financial Group | 0.03% | Add +0.6% | 3,440 | $260K |
| Searle & Co. | 0.06% | New | 3,438 | $260K |
| James J. Burns & Company, LLC | 0.03% | Add +0.1% | 3,438 | $260K |
| Caldwell Sutter Capital, Inc. | 0.10% | Reduce -4.0% | 3,421 | $258K |
| Grant Street Asset Management, Inc. | 0.04% | Reduce -90.0% | 3,421 | $258K |
| TRB Wealth Management, LLC | 0.03% | Reduce -78.2% | 3,415 | $258K |
| Ssa Swiss Advisors AG | 0.10% | New | 3,414 | $258K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +3.8% | 3,414 | $258K |
| Aspire Private Capital, LLC | 0.05% | Add +17.8% | 3,410 | $257K |
| Heritage Trust Co | 0.02% | No change | 3,410 | $257K |
| Jeppson Wealth Management, LLC | 0.08% | Add +1.0% | 3,404 | $257K |
| Rasp Wealth Solutions, LLC | 0.09% | — | 3,404 | $257K |
| Euro Pacific Asset Management, LLC | 0.03% | Reduce -56.5% | 3,373 | $255K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,370 | $254K |
| Tidemark, LLC | 0.06% | Reduce -3.5% | 3,366 | $254K |
| Viewpoint Capital Management LLC | 0.13% | Reduce -58.3% | 3,359 | $254K |
| Live Oak Private Wealth LLC | 0.03% | Reduce -3.5% | 3,354 | $253K |
| Graetz Wealth LLC | 0.20% | Reduce -7.5% | 3,351 | $253K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +2.5% | 3,347 | $253K |
| Sard Wealth Management Group, LLC | 0.12% | No change | 3,334 | $252K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 3,329 | $251K |
| Carroll Advisory Group, LLC | 0.08% | New | 3,302 | $249K |
| Hilltop Partners LLC | 0.06% | Reduce -1.6% | 3,300 | $249K |
| Yukon Wealth Management, Inc. | 0.07% | Add +28.9% | 3,275 | $247K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -85.0% | 3,264 | $246K |
| Factor Wealth Management LTD | 0.04% | Add +32.7% | 3,262 | $246K |
| Private Advisory Group LLC | 0.01% | Reduce -32.9% | 3,254 | $246K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +6.6% | 3,246 | $245K |
| Kings Path Partners LLC | 0.07% | No change | 3,233 | $244K |
| Destination Wealth Management | 0.01% | Add +6.5% | 3,233 | $244K |
| Asset Management Group, Inc. | 0.04% | No change | 3,225 | $244K |
| WNY Asset Management, LLC | 0.02% | Add +0.3% | 3,213 | $243K |
| Hyposwiss Advisors SA | 0.23% | No change | 3,210 | $242K |
| PUREfi Wealth, LLC | 0.13% | Add +8.3% | 3,203 | $242K |
| Carrera Capital Advisors | 0.04% | No change | 3,193 | $241K |
| OneAscent Family Office, LLC | 0.12% | No change | 3,191 | $241K |
| WMG Financial Advisors, LLC | 0.09% | Add +0.3% | 3,177 | $240K |
| Sound Financial Strategies Group, LLC | 0.15% | Reduce -42.8% | 3,176 | $240K |
| Tobias Financial Advisors, Inc. | 0.03% | No change | 3,172 | $240K |
| Ledyard National Bank | 0.02% | No change | 3,171 | $239K |
| Howard Wealth Management, LLC | 0.09% | Reduce -1.1% | 3,168 | $239K |
| BCM Advisors, LLC | 0.05% | No change | 3,133 | $239K |
| D.B. Root & Company, LLC | 0.05% | Reduce -15.1% | 3,147 | $238K |
| HCR Wealth Advisors | 0.02% | Reduce -12.5% | 3,146 | $238K |
| Medallion Wealth Advisors, LLC | 0.07% | Add +7.3% | 3,145 | $237K |
| 1900 Wealth Management LLC | 0.01% | Add +12.1% | 3,143 | $237K |
| Financial Insights, Inc. | 0.06% | New | 3,123 | $236K |
| Certior Financial Group, LLC | 0.13% | No change | 3,118 | $235K |
| KG Capital Management | 0.14% | Reduce -6.1% | 3,102 | $234K |
| Impact Capital Partners LLC | 0.06% | No change | 3,098 | $234K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +12.7% | 3,094 | $234K |
| Prospera Capital Management, LLC | 0.07% | No change | 2,981 | $233K |
| Weaver Consulting Group | 0.05% | No change | 3,064 | $231K |
| Kwmg, LLC | 0.02% | No change | 3,064 | $231K |
| SJS Investment Consulting Inc. | 0.03% | No change | 3,057 | $231K |
| Secure Asset Management, LLC | 0.03% | Reduce -29.4% | 3,032 | $229K |
| New England Professional Planning Group Inc. | 0.09% | No change | 3,025 | $228K |
| Winthrop Capital Management, LLC | 0.06% | Reduce -11.7% | 3,022 | $228K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +6.5% | 3,017 | $228K |
| Vanguard Capital Wealth Advisors | 0.15% | New | 3,014 | $228K |
| Peak Financial Management, Inc. | 0.05% | No change | 3,013 | $228K |
| Sulzberger Capital Advisors, Inc. | 0.22% | Reduce -0.8% | 3,006 | $227K |
| Burling Wealth Partners, LLC | 0.03% | No change | 3,006 | $227K |
| Arcus Capital Partners, LLC | 0.09% | No change | 3,002 | $227K |
| Prime Buchholz LLC | 0.08% | New | 3,000 | $227K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -14.0% | 3,000 | $227K |
| Meridian Wealth Partners, LLC | 0.03% | No change | 2,993 | $226K |
| Cannell & Spears LLC | 0.00% | Reduce -6.8% | 2,992 | $226K |
| Linscomb Wealth, Inc. | 0.01% | New | 2,990 | $226K |
| Lansing Street Advisors | 0.05% | Add +22.7% | 2,977 | $225K |
| Chicago Capital, LLC | 0.01% | Add +6.0% | 2,974 | $225K |
| Encompass More Asset Management | 0.03% | New | 2,968 | $224K |
| Accelerate Investment Advisors LLC | 0.13% | Reduce -0.1% | 2,958 | $223K |
| First National Bank Sioux Falls | 0.06% | No change | 2,474 | $223K |
| Laffer Tengler Investments, Inc. | 0.03% | No change | 2,951 | $223K |
| Capital City Trust Co. | 0.05% | Add +4.4% | 2,929 | $221K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -5.6% | 2,919 | $220K |
| Armbruster Capital Management, Inc. | 0.03% | Reduce -61.5% | 2,900 | $219K |
| Vance Wealth, LLC | 0.05% | No change | 2,899 | $219K |
| BAM Wealth Management, LLC | 0.14% | Reduce -3.4% | 2,880 | $217K |
| Vickerman Investment Advisors, Inc. | 0.04% | No change | 2,871 | $217K |
| Dopkins Wealth Management, LLC | 0.08% | No change | 2,866 | $216K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +18.6% | 2,862 | $216K |
| Altfest L J & Co. Inc. | 0.02% | Add +5.0% | 2,854 | $216K |
| Everstar Asset Management, LLC | 0.10% | Add +9.4% | 2,849 | $215K |
| Liberty Atlantic Advisors LLC | 0.15% | Add +20.0% | 2,845 | $215K |
| Patron Partners, LLC | 0.08% | Reduce -5.0% | 2,834 | $214K |
| Commonwealth Financial Services, LLC | 0.03% | No change | 2,834 | $214K |
| Crewe Advisors LLC | 0.02% | Add +27.2% | 2,832 | $214K |
| Element Wealth, LLC | 0.08% | No change | 2,832 | $214K |
| Blalock Williams, LLC | 0.14% | Add +11.8% | 2,831 | $214K |
| G&S Capital LLC | 0.06% | No change | 2,830 | $214K |
| Colonial Trust Advisors | 0.01% | No change | 2,820 | $213K |
| Nicolet Bankshares Inc. | 0.01% | Add +4.6% | 2,715 | $213K |
| Community Financial Services Group, LLC | 0.03% | No change | 2,796 | $212K |
| Awm Capital, LLC | 0.02% | New | 2,810 | $212K |
| Wealth Analytics Partners, LLC | 0.08% | Reduce -0.1% | 2,781 | $212K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.0% | 2,806 | $212K |
| Market Street Wealth Management Advisors LLC | 0.03% | Add +15.2% | 2,803 | $212K |
| Sylvest Advisors, LLC | 0.10% | No change | 2,800 | $211K |
| Members Trust Co | 0.01% | Add +2.5% | 2,797 | $211K |
| Gilliland Jeter Wealth Management LLC | 0.06% | New | 2,795 | $211K |
| Attessa Capital LLC | 0.09% | Reduce -4.1% | 2,786 | $210K |
| Fragasso Financial Advisors Inc | 0.01% | Reduce -0.1% | 2,779 | $210K |
| Legacy Capital Wealth Partners, LLC | 0.04% | Reduce -0.6% | 2,778 | $210K |
| Transamerica Financial Advisors, LLC | 0.02% | Add +40.5% | 2,777 | $210K |
| Occidental Asset Management, LLC | 0.02% | Reduce -0.4% | 2,775 | $210K |
| Associated Banc-Corp | 0.00% | Reduce -4.0% | 2,751 | $208K |
| Trevian Wealth Management LLC | 0.09% | No change | 2,750 | $208K |
| Willis Investment Counsel | 0.01% | No change | 2,750 | $208K |
| Cape Investment Advisory, Inc. | 0.06% | Add +12.0% | 2,749 | $208K |
| GAMMA Investing LLC | 0.01% | Reduce -47.8% | 2,749 | $208K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 2,745 | $207K |
| Integrity Financial Corp | 0.10% | Reduce -3.9% | 2,729 | $206K |
| American Asset Management Inc. | 0.17% | Reduce -15.8% | 2,724 | $206K |
| Acumen Wealth Advisors, LLC | 0.04% | No change | 2,712 | $205K |
| LS Investment Advisors, LLC | 0.03% | Reduce -7.3% | 2,710 | $205K |
| Hutchens & Kramer Investment Management Group, LLC | 0.05% | Reduce -1.9% | 2,706 | $204K |
| TritonPoint Partners, LLC | 0.02% | New | 2,705 | $204K |
| CacheTech Inc. | 0.03% | New | 2,701 | $204K |
| Fortis Capital Advisors, LLC | 0.02% | Add +3.1% | 2,682 | $203K |
| Winthrop Advisory Group LLC | 0.01% | Reduce -28.3% | 2,681 | $202K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -7.0% | 2,668 | $201K |
| Sensible Money, LLC | 0.05% | No change | 2,667 | $201K |
| MJP Associates Inc. | 0.02% | Reduce -21.9% | 2,661 | $201K |
| Sargent Investment Group, LLC | 0.02% | No change | 2,659 | $201K |
| Hollencrest Capital Management | 0.01% | No change | 2,650 | $200K |
| Herold Advisors, Inc. | 0.04% | Reduce -1.1% | 2,654 | $200K |
| DT Investment Partners, LLC | 0.01% | Reduce -98.7% | 2,637 | $199K |
| Walleye Trading LLC | 0.00% | New | 2,636 | $199K |
| Advocate Investing Services LLC | 0.15% | Add +6.5% | 2,633 | $199K |
| Reyes Financial Architecture, Inc. | 0.11% | Reduce -11.3% | 2,631 | $199K |
| SHP Wealth Management | 0.01% | Add +3.4% | 2,608 | $197K |
| Laraway Financial Advisors Inc | 0.12% | No change | 2,600 | $196K |
| Granite FO LLC | 0.10% | No change | 2,565 | $194K |
| Compass Financial Management LLC | 0.02% | — | 2,527 | $192K |
| First Pacific Financial | 0.02% | No change | 2,531 | $191K |
| Gill Capital Partners, LLC | 0.05% | No change | 2,520 | $190K |
| Highland Investment Advisors LLC | 0.08% | — | 2,503 | $189K |
| Centennial Bank | 0.06% | No change | 2,500 | $189K |
| Keating Financial Advisory Services, Inc. | 0.02% | No change | 2,457 | $186K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -14.2% | 2,412 | $182K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,239 | $169K |
| Caldwell Trust Co | 0.01% | No change | 2,129 | $161K |
| Rakuten Securities, Inc. | 0.04% | Reduce -7.6% | 2,117 | $160K |
| Union Savings Bank | 0.06% | No change | 2,106 | $159K |
| Rothschild Investment LLC | 0.01% | Reduce -5.0% | 2,088 | $158K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Add +0.4% | 2,085 | $157K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | No change | 2,030 | $153K |
| KERR FINANCIAL PLANNING Corp | 0.17% | No change | 2,003 | $151K |
| CVA Family Office, LLC | 0.01% | Add +24.4% | 1,946 | $147K |
| First United Bank & Trust | 0.04% | No change | 1,902 | $144K |
| LGT Financial Advisors LLC | 0.74% | Reduce -12.6% | 1,858 | $140K |
| N.E.W. Advisory Services LLC | 0.01% | Add +3.4% | 1,850 | $140K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,812 | $137K |
| Creative Financial Designs Inc. | 0.01% | Add +3.7% | 1,780 | $134K |
| Oakworth Capital, Inc. | 0.01% | Reduce -1.7% | 1,752 | $133K |
| Burkett Financial Services, LLC | 0.04% | No change | 1,730 | $131K |
| Nalls Sherbakoff Group, LLC | 0.09% | No change | 1,703 | $129K |
| StrongBox Wealth, LLC | 0.04% | New | 1,650 | $125K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,646 | $124K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -7.1% | 1,575 | $119K |
| Quest 10 Wealth Builders, Inc. | 0.09% | No change | 1,540 | $116K |
| CNB Bank | 0.04% | No change | 1,525 | $115K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,493 | $113K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -37.0% | 1,467 | $111K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,466 | $111K |
| Evolution Wealth Management Inc. | 0.07% | Add +238.9% | 1,464 | $111K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,250 | $110K |
| Innovative Asset Advisors Group, LLC | 0.05% | No change | 1,441 | $109K |
| South Plains Financial, Inc. | 0.06% | No change | 1,373 | $104K |
| Raleigh Capital Management Inc. | 0.03% | Add +23.2% | 1,372 | $104K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,362 | $103K |
| Crews Bank & Trust | 0.01% | No change | 1,350 | $102K |
| Breakwater Investment Management | 0.03% | Reduce -9.5% | 1,339 | $101K |
| Signature Resources Capital Management, LLC | 0.04% | Add +0.9% | 1,338 | $101K |
| NBT Bank, N.A. | 0.01% | No change | 1,318 | $100K |
| Boreal Capital Management LLC | 0.08% | New | 1,289 | $97K |
| Purpose Unlimited Inc. | 0.00% | Reduce -0.4% | 1,260 | $97K |
| Downshift Financial, LLC | 0.04% | New | 1,275 | $96K |
| Princeton Global Asset Management LLC | 0.01% | Add +65.9% | 1,271 | $96K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,267 | $96K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,250 | $94K |
| BankPlus Trust Department | 0.02% | No change | 1,242 | $94K |
| Archer Investment Corp | 0.02% | Add +76.2% | 1,186 | $90K |
| Operose Advisors LLC | 0.02% | Reduce -4.7% | 1,146 | $87K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,130 | $85K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,105 | $83K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 1,099 | $83K |
| Vanguard National Trust Co | 0.00% | No change | 1,099 | $83K |
| Cornerstone National Bank & Trust Co | 0.03% | New | 1,071 | $81K |
| Accordant Advisory Group Inc | 0.05% | No change | 1,077 | $81K |
| Buck Wealth Strategies, LLC | 0.01% | New | 1,060 | $80K |
| Orion Capital Management LLC | 0.02% | No change | 1,051 | $79K |
| Centerpoint Advisors, LLC | 0.02% | No change | 1,014 | $77K |
| Founders Capital Management | 0.03% | Add +43.5% | 1,019 | $77K |
| Caitlin John, LLC | 0.04% | No change | 1,009 | $76K |
| Barrett & Company, Inc. | 0.02% | No change | 1,000 | $76K |
| Financial Management Professionals, Inc. | 0.01% | No change | 1,000 | $76K |
| Montag A & Associates Inc. | 0.00% | No change | 1,000 | $76K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 999 | $75K |
| Fiduciary Financial Advisors | 0.01% | New | 999 | $75K |
| Rialto Wealth Management, LLC | 0.01% | No change | 966 | $73K |
| Key Financial Inc | 0.01% | No change | 966 | $73K |
| Bravera Wealth | 0.03% | Reduce -37.5% | 950 | $72K |
| Bellevue Asset Management, LLC | 0.03% | No change | 931 | $70K |
| Blume Capital Management, Inc. | 0.01% | No change | 920 | $69K |
| Decker Retirement Planning Inc. | 0.02% | Add +0.1% | 900 | $68K |
| Knuff & Co LLC | 0.02% | New | 900 | $68K |
| NFSG Corp | 0.01% | Reduce -7.9% | 866 | $65K |
| IMA Advisory Services, Inc. | 0.00% | New | 861 | $65K |
| Prosperity Bancshares Inc | 0.04% | No change | 858 | $65K |
| Center for Financial Planning, Inc. | 0.01% | No change | 850 | $64K |
| Valued Wealth Advisors LLC | 0.02% | No change | 831 | $63K |
| Basepoint Wealth LLC | 0.04% | Reduce -11.7% | 822 | $62K |
| Manning & Napier Advisors LLC | 0.00% | No change | 791 | $60K |
| Pingora Partners LLC | 0.03% | No change | 784 | $59K |
| Southern Michigan Bank & Trust | 0.02% | No change | 781 | $59K |
| HM Payson & Co. | 0.00% | No change | 761 | $57K |
| Truvestments Capital LLC | 0.01% | Reduce -0.7% | 754 | $57K |
| Pacifica Partners Inc. | 0.02% | No change | 729 | $56K |
| Addison Advisors LLC | 0.03% | No change | 737 | $56K |
| Duncker Streett & Co. Inc. | 0.01% | Add +1.0% | 737 | $56K |
| First Financial Corp. | 0.02% | No change | 715 | $54K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 713 | $54K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 708 | $53K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 707 | $53K |
| Chesapeake Asset Management LLC | 0.04% | No change | 701 | $53K |
| Cordant, Inc. | 0.02% | New | 698 | $53K |
| Zions Bancorporation, National Association | 0.00% | No change | 695 | $52K |
| Financial Life Planners | 0.03% | No change | 675 | $51K |
| Costello Asset Management, INC | 0.01% | No change | 646 | $49K |
| Cromwell Holdings LLC | 0.02% | New | 630 | $48K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +7.0% | 6,953 | $47K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 615 | $46K |
| Dogwood Wealth Management LLC | 0.02% | No change | 599 | $45K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 585 | $44K |
| Avion Wealth | 0.01% | Reduce -33.7% | 594 | $44K |
| Ameriflex Group, Inc. | 0.02% | Reduce -46.9% | 582 | $44K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 560 | $42K |
| Islay Capital Management, LLC | 0.02% | New | 558 | $42K |
| Providence Capital Advisors, LLC | 0.01% | New | 553 | $42K |
| Strive Financial Group ,LLC | 0.02% | Add +257.1% | 550 | $42K |
| Aventura Private Wealth, LLC | 0.01% | Add +145.7% | 538 | $41K |
| Godsey & Gibb, Inc. | 0.00% | No change | 530 | $40K |
| MH & Associates Securities Management Corp. | 0.03% | No change | 515 | $39K |
| MidFirst Bank | 0.00% | No change | 515 | $39K |
| Investors Portfolio Services LLC | 0.03% | No change | 510 | $39K |
| Wilkerson Advisory Group LLC | 0.01% | No change | 497 | $38K |
| Capital Advisor Network LLC | 0.05% | Add +11.7% | 496 | $37K |
| Miller Global Investments, LLC | 0.03% | New | 480 | $36K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +6.9% | 480 | $36K |
| Triumph Capital Management | 0.01% | No change | 480 | $36K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 454 | $34K |
| Salomon & Ludwin, LLC | 0.00% | No change | 438 | $33K |
| Trust Co | 0.00% | Add +30.7% | 426 | $32K |
| Gold Investment Management Ltd. | 0.01% | New | 419 | $32K |
| Silver Grove Financial Group, Inc. | 0.02% | Add +245.8% | 408 | $31K |
| MTM Investment Management, LLC | 0.01% | No change | 400 | $30K |
| SRH Advisors, LLC | 0.01% | No change | 400 | $30K |
| Trust Co. of Toledo NA | 0.00% | No change | 384 | $29K |
| Valley National Advisers Inc. | 0.00% | Add +48.8% | 381 | $29K |
| Front Row Advisors LLC | 0.01% | No change | 350 | $29K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 380 | $29K |
| Dunhill Financial, LLC | 0.01% | Add +72.9% | 377 | $28K |
| Dakota Community Bank & Trust NA | 0.09% | No change | 375 | $28K |
| Old Second National Bank of Aurora | 0.01% | No change | 375 | $28K |
| Hamrick Investment Counsel, llc | 0.02% | Reduce -17.8% | 370 | $28K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 368 | $28K |
| Harborfront Financial Group LLC | 0.10% | — | 367 | $28K |
| Institute for Wealth Management, LLC. | 0.00% | New | 355 | $27K |
| Gables Capital Management Inc. | 0.01% | No change | 355 | $27K |
| Monetary Solutions, Ltd | 0.02% | No change | 326 | $25K |
| Darwin Wealth Management, LLC | 0.01% | New | 324 | $24K |
| Kilter Group LLC | 0.01% | Reduce -98.5% | 323 | $24K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 312 | $24K |
| Chelsea Counsel Co. | 0.01% | No change | 309 | $23K |
| LifeSteps Financial, Inc. | 0.01% | New | 302 | $23K |
| Fairway Wealth LLC | 0.01% | No change | 300 | $23K |
| Intesa Sanpaolo Wealth Management | 0.00% | No change | 300 | $23K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 291 | $22K |
| Sunrise Financial Services, LLC | 0.01% | No change | 291 | $22K |
| Ankerstar Wealth, LLC | 0.02% | No change | 284 | $21K |
| Kelleher Financial Advisors | 0.00% | Reduce -38.6% | 275 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -33.8% | 265 | $20K |
| Meramec Financial Planners, LLC | 0.01% | No change | 256 | $20K |
| Signature Equity Partners, LLC | 0.01% | Add +14.7% | 257 | $19K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 256 | $19K |
| Main Management LLC | 0.00% | No change | 250 | $19K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 248 | $19K |
| Bangor Savings Bank | 0.00% | No change | 247 | $19K |
| Millstone Evans Group, LLC | 0.01% | No change | 243 | $18K |
| Tompkins Financial Corp. | 0.00% | New | 230 | $17K |
| Napier Financial, LLC | 0.00% | No change | 221 | $17K |
| Atwood & Palmer Inc. | 0.00% | Add +6.5% | 213 | $16K |
| Key Capital Management, INC | 0.01% | Add +34.0% | 209 | $16K |
| Gilpin Wealth Management, LLC | 0.01% | Add +243.9% | 196 | $15K |
| Delta Asset Management LLC | 0.00% | No change | 190 | $14K |
| Oakmont Advisory Group, LLC | 0.01% | New | 188 | $14K |
| Concord Wealth Partners | 0.00% | New | 186 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 183 | $14K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 181 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 178 | $13K |
| Hoey Investments, Inc. | 0.00% | No change | 175 | $13K |
| Go Invest LLC | 0.00% | Add +21.5% | 158 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -27.3% | 157 | $12K |
| Osbon Capital Management LLC | 0.01% | No change | 157 | $12K |
| Hickory Point Bank & Trust | 0.01% | No change | 155 | $12K |
| United Financial Planning Group LLC | 0.01% | No change | 152 | $11K |
| Ravenstone Capital Management Inc. | 0.00% | New | 150 | $11K |
| Louisbourg Investments Inc. | 0.00% | No change | 140 | $11K |
| Essential Partners LLC | 0.00% | Reduce -91.7% | 137 | $10K |
| Sawyer & Company, Inc | 0.00% | No change | 135 | $10K |
| Anchor Investment Management, LLC | 0.00% | Add +1250.0% | 135 | $10K |
| Markowski Investments | 0.00% | — | 130 | $10K |
| TD Capital Management LLC | 0.00% | No change | 130 | $10K |
| Kozak & Associates, Inc. | 0.00% | No change | 129 | $10K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -74.0% | 128 | $10K |
| Miller Capital Partners, Inc. | 0.00% | No change | 125 | $9K |
| Bare Financial Services, Inc | 0.00% | No change | 124 | $9K |
| Inspire Investing, LLC | 0.00% | No change | 121 | $9K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 112 | $8K |
| Hurley Capital, LLC | 0.00% | No change | 111 | $8K |
| Private Wealth Management Group, LLC | 0.00% | No change | 110 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Add +10200.0% | 103 | $8K |
| Timbuktu Capital Management, LLC | 0.01% | — | 101 | $8K |
| Holos Integrated Wealth LLC | 0.00% | No change | 95 | $7K |
| Fairman Group, LLC | 0.01% | No change | 94 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -78.8% | 89 | $7K |
| Abound Wealth Management | 0.00% | New | 88 | $7K |
| YANKCOM Partnership | 0.00% | No change | 84 | $6K |
| Tower View Wealth Management LLC | 0.00% | New | 81 | $6K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 75 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 75 | $6K |
| Country Trust Bank | 0.00% | New | 75 | $6K |
| Ares Financial Consulting, LLC | 0.00% | No change | 71 | $5K |
| Chilton Capital Management LLC | 0.00% | No change | 67 | $5K |
| CKW Financial Group | 0.00% | Add +611.1% | 64 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 66 | $5K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 63 | $5K |
| Olistico Wealth, LLC | 0.00% | No change | 57 | $4K |
| Bullock Wealth Management Group | 0.00% | No change | 55 | $4K |
| JDM Financial Group LLC | 0.00% | No change | 55 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -65.4% | 53 | $4K |
| Networth Advisors, LLC | 0.00% | No change | 51 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 51 | $4K |
| LM Advisors LLC | 0.02% | Add +1013.0% | 50,452 | $4K |
| Solstein Capital, LLC | 0.00% | No change | 49 | $4K |
| Axiom Investment Management LLC | 0.00% | No change | 47 | $4K |
| Pittenger & Anderson Inc. | 0.00% | New | 44 | $3K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 44 | $3K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 42 | $3K |
| Robinswood Financial LLC | 0.00% | Reduce -23.6% | 42 | $3K |
| ESL Trust Services, LLC | 0.00% | No change | 41 | $3K |
| Creative Capital Management Investments LLC | 0.00% | No change | 40 | $3K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -92.7% | 36 | $3K |
| Chapman Financial Group, LLC | 0.00% | No change | 34 | $3K |
| RHL Group, LLC | 0.00% | Reduce -37.2% | 27 | $2K |
| Wiser Advisor Group LLC | 0.00% | No change | 27 | $2K |
| Hager Investment Management Services, LLC | 0.00% | Reduce -31.6% | 26 | $2K |
| 3 Factor Indexing, LLC | 0.00% | No change | 25 | $2K |
| Financial Consulate, Inc. | 0.00% | New | 23 | $2K |
| Park Place Capital Corp | 0.00% | No change | 17 | $1K |
| Merrithew & Thorsten Inc | 0.00% | No change | 20 | $1K |
| Alerus Financial NA | 0.00% | Reduce -7.7% | 12 | $906 |
| Pacific Center for Financial Services | 0.00% | No change | 11 | $831 |
| DecisionPoint Financial, LLC | 0.00% | New | 10 | $760 |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 10 | $756 |
| Roxbury Financial LLC | 0.00% | No change | 10 | $755 |
| Imprint Wealth LLC | 0.00% | No change | 3 | $227 |
"% of holder's portfolio" is IAU's weight in each manager's 13F, not the share of iShares Gold Trust the manager owns.