iShares U.S. Aerospace & DefITAETF
13F holders, Q1 2026 (March 31)1,031holders +42
150new positions
105sold out
8famous investors
$218.59avg. 13F price*
At the end of Q1 2026, 1,031 institutions reported holding iShares U.S. Aerospace & Def (ITA) in their 13F filings, up 42 from Q4 2025. 150 opened new positions and 105 sold out. The largest holders were Morgan Stanley ($656.5M), Bank of America Corp. ($655.8M) and LPL Financial LLC ($507.9M). 8 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares U.S. Aerospace & Def
- CUSIP
- 464288760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 150 | $233.9M |
| Exits | 105 | $120.6M |
All 13F filers, Q4 2025 → Q1 2026: 4,480,128 shares bought and 11,355,681 shares sold, net −6,875,553 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,031 holders
| Morgan Stanley | 0.04% | Add +0.3% | 3,001,157 | $656.5M |
| Bank of America Corp. | 0.05% | Add +3.6% | 2,997,974 | $655.8M |
| LPL Financial LLC | 0.14% | Reduce -26.4% | 2,321,685 | $507.9M |
| UBS Group AG | 0.07% | Add +168.5% | 1,729,564 | $378.3M |
| Wells Fargo & Company | 0.06% | Add +7.4% | 1,364,622 | $298.5M |
| Ameriprise Financial Inc. | 0.05% | Add +22.1% | 943,175 | $204.8M |
| Raymond James Financial Inc. | 0.05% | Add +7.7% | 773,234 | $169.1M |
| BlackRock, Inc. | 0.00% | Add +55.8% | 718,807 | $157.2M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -85.2% | 697,903 | $152.7M |
| Royal Bank of Canada | 0.02% | Add +11.9% | 559,124 | $122.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.4% | 578,027 | $121.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +23.3% | 531,976 | $116.4M |
| Osaic Holdings, Inc. | 0.16% | Add +18.6% | 499,791 | $109.4M |
| Cetera Investment Advisers | 0.09% | Reduce -39.8% | 381,674 | $83.5M |
| MML Investors Services, LLC | 0.20% | Reduce -53.9% | 334,192 | $73.1M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -21.7% | 333,668 | $73.0M |
| Dynasty Wealth Management, LLC | 0.60% | Add +40.9% | 313,175 | $68.5M |
| Rockefeller Capital Management L.P. | 0.09% | Add +21.4% | 229,990 | $50.3M |
| Stifel Financial Corp. | 0.04% | Reduce -33.3% | 215,949 | $47.2M |
| Jones Financial Companies LLLP | 0.02% | Add +64.6% | 215,251 | $46.5M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -33.6% | 188,154 | $41.2M |
| Truist Financial Corp. | 0.06% | Reduce -20.1% | 186,144 | $40.7M |
| HighTower Advisors, LLC | 0.04% | Add +1.8% | 177,817 | $38.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.2% | 173,088 | $37.9M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -0.1% | 167,916 | $36.7M |
| Equitable Holdings, Inc. | 0.23% | Add +73.2% | 167,739 | $36.2M |
| Bank of Montreal | 0.01% | Add +8.1% | 148,508 | $32.5M |
| Sagespring Wealth Partners, LLC | 0.58% | Add +43.8% | 146,539 | $32.1M |
| Qube Research & Technologies Ltd | 0.05% | Add +1432.3% | 145,342 | $31.8M |
| Diversify Wealth Management, LLC | 0.54% | Add +1136.4% | 140,861 | $30.0M |
| OpenArc Corporate Advisory, LLC | 0.43% | Add +20.3% | 136,311 | $29.8M |
| AlphaCore Capital LLC | 0.70% | Reduce -6.3% | 134,383 | $29.4M |
| MinichMacGregor Wealth Management, LLC | 4.96% | Add +22.6% | 128,568 | $28.1M |
| D. E. Shaw & Co. | 0.02% | New | 127,774 | $27.9M |
| Citigroup Inc. | 0.02% | Reduce -34.2% | 114,778 | $25.1M |
| IFP Advisors, Inc | 0.49% | Reduce -5.5% | 107,384 | $23.5M |
| Baird Financial Group, Inc. | 0.04% | Add +5.1% | 105,077 | $23.0M |
| TD Waterhouse Canada Inc. | 0.06% | Add +13.7% | 94,123 | $21.0M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +25.5% | 93,217 | $20.4M |
| Mariner, LLC | 0.02% | Add +4.6% | 89,697 | $19.6M |
| Cadent Capital Advisors, LLC | 4.96% | Reduce -10.9% | 85,744 | $18.8M |
| Park Avenue Securities LLC | 0.15% | Reduce -82.7% | 85,107 | $18.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -45.6% | 82,808 | $18.4M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -12.1% | 79,322 | $17.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +9.8% | 76,937 | $16.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -16.4% | 75,819 | $16.6M |
| Barclays PLC | 0.01% | New | 75,209 | $16.5M |
| Citadel Advisors | 0.01% | Add +43.7% | 74,842 | $16.4M |
| Chicago Wealth Management, Inc. | 6.49% | Reduce -1.2% | 74,340 | $16.3M |
| Potomac Fund Management Inc. | 0.54% | New | 70,900 | $15.5M |
| Prospera Financial Services Inc | 0.24% | Add +3.0% | 69,131 | $15.1M |
| Prudential PLC | 0.11% | Add +80.1% | 68,083 | $14.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.0% | 67,640 | $14.8M |
| Ferguson Wellman Capital Management, Inc. | 0.20% | Reduce -2.1% | 66,679 | $14.6M |
| 360 Financial, Inc. | 4.34% | New | 65,869 | $14.4M |
| Founders Financial Securities LLC | 0.80% | Add +6.3% | 61,102 | $14.2M |
| Advisory Services Network, LLC | 0.17% | Reduce -36.9% | 59,432 | $13.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -77.4% | 59,388 | $13.0M |
| Royal Fund Management, LLC | 1.24% | New | 59,202 | $13.0M |
| Arkadios Wealth Advisors | 0.21% | Add +48.8% | 59,015 | $12.9M |
| Private Advisor Group, LLC | 0.06% | Reduce -0.1% | 57,572 | $12.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -68.9% | 56,112 | $12.3M |
| Independent Financial Group, LLC | 0.27% | Add +2.0% | 55,944 | $12.2M |
| WealthCare Investment Partners, LLC | 3.27% | Add +0.3% | 52,153 | $11.8M |
| Diversify Advisory Services, LLC | 1.74% | Reduce -37.1% | 53,094 | $11.3M |
| NorthRock Partners, LLC | 0.18% | Add +61.8% | 51,095 | $11.2M |
| Susquehanna International Group, LLP | 0.01% | Add +51.2% | 50,976 | $11.2M |
| Stone House Investment Management, LLC | 1.93% | Add +74.4% | 49,138 | $10.7M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +7.2% | 48,041 | $10.5M |
| New Wave Wealth Advisors LLC | 3.63% | Add +330.8% | 47,386 | $10.4M |
| NewEdge Advisors, LLC | 0.04% | Reduce -69.6% | 45,967 | $10.1M |
| Atria Investments, Inc | 0.11% | Reduce -51.1% | 45,381 | $9.9M |
| EFG International AG | 0.21% | Add +54.1% | 44,711 | $9.8M |
| Creative Planning | 0.01% | Add +14.9% | 43,211 | $9.5M |
| Merit Financial Group, LLC | 0.07% | Reduce -16.4% | 43,164 | $9.4M |
| Scotia Capital Inc. | 0.04% | Add +15.7% | 42,932 | $9.4M |
| Well Done, LLC | 1.30% | Add +3.7% | 40,468 | $8.9M |
| Oppenheimer & Co. Inc. | 0.10% | Add +6.1% | 39,227 | $8.6M |
| Ignite Planners, LLC | 1.31% | Add +16.6% | 38,927 | $8.5M |
| Cwm, LLC | 0.02% | Reduce -91.6% | 37,986 | $8.3M |
| Kraft, Davis & Associates, LLC | 1.76% | Add +321.9% | 38,014 | $8.3M |
| MRA Advisory Group | 3.36% | Reduce -0.1% | 37,593 | $8.2M |
| Clear Wave Wealth Management LLC | 2.07% | — | 37,212 | $8.1M |
| Two Sigma Investments, LP | 0.01% | New | 36,900 | $8.1M |
| Harbour Investments, Inc. | 0.12% | Add +50.7% | 36,680 | $8.0M |
| Quantitative Investment Management, LLC | 0.83% | New | 36,541 | $8.0M |
| Squarepoint Ops LLC | 0.02% | New | 35,953 | $7.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +13.8% | 35,069 | $7.7M |
| Cadinha & Co. LLC | 1.40% | New | 34,388 | $7.5M |
| FOCUS Wealth Advisors, LLC | 3.64% | Reduce -4.2% | 34,018 | $7.4M |
| WNY Asset Management, LLC | 0.77% | — | 33,983 | $7.4M |
| Deane Retirement Strategies, Inc. | 2.98% | New | 33,876 | $7.4M |
| Arrien Investments, Inc. | 3.92% | Reduce -0.3% | 33,061 | $7.2M |
| WCG Wealth Advisors LLC | 0.20% | Reduce -1.5% | 32,863 | $7.2M |
| Corient Private Wealth LP | 0.01% | Add +3.0% | 32,826 | $7.1M |
| Point72 Asset Management | 0.01% | New | 31,398 | $6.9M |
| Bluesphere Advisors LLC | 2.42% | Add +17.9% | 31,180 | $6.8M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -50.4% | 31,180 | $6.8M |
| Paragon Financial Partners, Inc. | 3.83% | Add +1.1% | 28,622 | $6.7M |
| Fifth Third Securities, Inc. | 0.43% | Add +27.6% | 30,481 | $6.7M |
| Yarbrough Capital, LLC | 0.23% | No change | 30,393 | $6.6M |
| 5th Street Advisors, LLC | 2.78% | Add +0.9% | 29,320 | $6.4M |
| Blair William & Co. | 0.02% | Add +13.8% | 28,960 | $6.3M |
| Kilter Group LLC | 2.73% | Add +35.4% | 28,878 | $6.3M |
| Accel Wealth Management | 1.64% | Add +9.8% | 28,809 | $6.3M |
| Integrity Alliance, Llc. | 0.24% | Reduce -10.9% | 28,442 | $6.2M |
| PW Nova Financial Services LLC | 1.68% | Add +17.8% | 28,226 | $6.2M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -23.7% | 27,812 | $6.1M |
| Mutual Advisors, LLC | 0.13% | Add +328.5% | 27,465 | $6.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +274.5% | 27,429 | $6.0M |
| Focus Partners Wealth | 0.01% | Reduce -1.0% | 27,407 | $6.0M |
| Xcelsior Advisor Partners LLC | 2.29% | Add +0.5% | 27,358 | $6.0M |
| BCS Private Wealth Management, Inc. | 1.82% | Add +2.0% | 27,351 | $6.0M |
| Western Wealth Management, LLC | 0.22% | Reduce -10.3% | 26,860 | $5.9M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -11.2% | 26,685 | $5.8M |
| FMR LLC | 0.00% | Add +14.5% | 26,628 | $5.8M |
| Cerity Partners LLC | 0.01% | Add +12.5% | 26,553 | $5.8M |
| Principle Wealth Partners LLC | 0.32% | Reduce -1.5% | 25,867 | $5.7M |
| Elo Mutual Pension Insurance Co | 0.09% | New | 25,618 | $5.6M |
| Snowden Capital Advisors LLC | 0.15% | Add +10.3% | 25,082 | $5.5M |
| Lineweaver Wealth Advisors, LLC | 0.74% | Reduce -0.5% | 25,016 | $5.5M |
| Summit Financial, LLC | 0.07% | Add +6.7% | 24,872 | $5.4M |
| Cottonwood Capital Advisors, LLC | 3.81% | Add +5.7% | 24,715 | $5.4M |
| CX Institutional | 0.16% | Add +1422.3% | 24,312 | $5.3M |
| Littlejohn Financial Services, Inc. | 3.96% | Reduce -7.5% | 24,091 | $5.3M |
| Banque Pictet & Cie SA | 0.06% | No change | 23,535 | $5.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -94.4% | 23,475 | $5.1M |
| Wealthfront Advisers LLC | 0.01% | Add +47.3% | 23,392 | $5.1M |
| Apollon Financial, LLC | 0.71% | Add +12.7% | 23,366 | $5.1M |
| Jane Street Group, LLC | 0.01% | Reduce -60.2% | 23,143 | $5.1M |
| Steele Capital Management, Inc. | 0.21% | Add +9.7% | 23,017 | $5.0M |
| Ayalon Insurance Comp Ltd. | 1.02% | Add +58.3% | 22,889 | $5.0M |
| XTX Topco Ltd | 0.09% | New | 22,808 | $5.0M |
| Capstone Wealth Management Group LLC | 3.00% | Add +1.5% | 22,319 | $4.9M |
| Vicus Capital | 0.35% | Reduce -4.0% | 22,041 | $4.8M |
| Financial Partners Group, Inc | 0.57% | Add +2.4% | 21,831 | $4.8M |
| Monument Capital Management | 1.19% | New | 21,667 | $4.7M |
| World Investment Advisors | 0.08% | Reduce -9.9% | 21,667 | $4.7M |
| Rothschild Wealth LLC | 0.43% | Add +8.7% | 21,615 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -2.9% | 21,430 | $4.7M |
| Lido Advisors, LLC | 0.02% | Reduce -7.8% | 21,253 | $4.6M |
| HSBC Holdings PLC | 0.00% | New | 21,261 | $4.6M |
| William John Sempolinski | 2.31% | Add +7.9% | 21,058 | $4.6M |
| Independent Advisor Alliance | 0.05% | Add +300.4% | 20,810 | $4.6M |
| Bank of Nova Scotia | 0.01% | Add +47.6% | 20,766 | $4.5M |
| D.A. Davidson & Co. | 0.03% | Add +17.3% | 20,424 | $4.5M |
| Patten & Patten Inc. | 0.27% | Add +3.3% | 20,283 | $4.4M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | New | 20,095 | $4.4M |
| National Bank of Canada | 0.00% | Add +9.3% | 20,115 | $4.4M |
| Jackson Square Capital, LLC | 0.92% | New | 20,030 | $4.4M |
| Main Street Financial Solutions, LLC | 0.32% | Add +3.3% | 19,929 | $4.4M |
| Financial Life Advisors | 1.35% | Add +6.3% | 19,746 | $4.3M |
| Sigma Planning Corp | 0.12% | Add +7.5% | 19,623 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +3.1% | 19,324 | $4.2M |
| Kovack Advisors, Inc. | 0.23% | Add +120.9% | 19,104 | $4.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.23% | Reduce -5.0% | 19,054 | $4.2M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +13.6% | 18,832 | $4.1M |
| Evolution Wealth Advisors, LLC | 0.42% | Add +5.6% | 18,738 | $4.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.23% | Add +110.9% | 18,698 | $4.1M |
| Herbst Group, LLC | 2.51% | Reduce -0.0% | 18,558 | $4.1M |
| Waverly Advisors, LLC | 0.03% | Add +4.3% | 18,490 | $4.0M |
| Philadelphia Trust Co. | 0.28% | Add +0.7% | 18,090 | $4.0M |
| Smartleaf Asset Management LLC | 0.14% | Add +927.1% | 18,590 | $3.9M |
| TigerOak Management, L.L.C. | 1.23% | Reduce -0.5% | 17,861 | $3.9M |
| Tudor Financial Inc. | 1.97% | Reduce -1.4% | 17,649 | $3.9M |
| BigSur Wealth Management LLC | 1.08% | Reduce -23.3% | 17,607 | $3.9M |
| Quadrature Capital Ltd | 0.05% | Reduce -92.1% | 17,410 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -24.4% | 17,084 | $3.7M |
| Arete Wealth Advisors, LLC | 0.28% | New | 17,035 | $3.7M |
| EP Wealth Advisors, LLC | 0.02% | Add +12.6% | 17,004 | $3.7M |
| Risk Paradigm Group, LLC | 3.15% | Add +13.8% | 16,889 | $3.7M |
| RPg Family Wealth Advisory, LLC | 0.77% | Add +13.8% | 16,889 | $3.7M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +8.9% | 15,750 | $3.4M |
| Principal Securities, Inc. | 0.05% | Reduce -51.3% | 15,748 | $3.4M |
| Mfa Wealth Advisors, LLC | 0.67% | Add +1.9% | 15,552 | $3.4M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -3.2% | 15,537 | $3.4M |
| Csenge Advisory Group | 0.16% | Reduce -25.6% | 15,534 | $3.4M |
| Capital Wealth Alliance, LLC | 1.50% | New | 15,195 | $3.3M |
| NewEdge Wealth, LLC | 0.04% | Reduce -0.3% | 15,129 | $3.3M |
| SBI Okasan Asset Management Co.Ltd. | 0.14% | Add +111.0% | 15,680 | $3.3M |
| Trilogy Capital Inc. | 0.15% | Add +2.5% | 14,914 | $3.3M |
| Sharpepoint LLC | 1.94% | Reduce -2.1% | 14,896 | $3.3M |
| FSM Wealth Advisors, LLC | 0.42% | Add +0.5% | 14,880 | $3.3M |
| Clear Creek Financial Management, LLC | 0.25% | Add +73.1% | 14,843 | $3.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.10% | Reduce -9.0% | 14,559 | $3.2M |
| Certified Advisory Corp | 0.28% | Add +2.8% | 14,408 | $3.2M |
| Tsfg, LLC | 0.47% | Add +2.3% | 14,107 | $3.1M |
| Div Capital Phoenix Assets Ltd | 0.70% | New | 14,000 | $3.1M |
| Calton & Associates, Inc. | 0.44% | Add +2.1% | 13,946 | $3.1M |
| &partners | 0.01% | Reduce -41.9% | 13,886 | $3.0M |
| Systelligence, LLC | 0.58% | New | 13,736 | $3.0M |
| Sunbelt Securities, Inc. | 0.19% | Reduce -1.7% | 13,504 | $3.0M |
| Game Plan Financial Advisors, LLC | 1.36% | No change | 13,352 | $2.9M |
| Indie Asset Partners, LLC | 3.30% | Add +7.2% | 13,221 | $2.9M |
| Insigneo Advisory Services, LLC | 0.21% | Add +30.4% | 13,189 | $2.9M |
| Whittier Trust Co. | 0.03% | Reduce -0.3% | 12,754 | $2.9M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -92.6% | 12,975 | $2.8M |
| Tandem Financial, LLC | 0.95% | Reduce -12.5% | 12,872 | $2.8M |
| Assetmark, Inc. | 0.01% | Reduce -14.4% | 12,853 | $2.8M |
| Regions Financial Corp. | 0.02% | Add +0.2% | 12,689 | $2.8M |
| Jupiter Wealth Management LLC | 1.09% | No change | 12,249 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -74.9% | 12,596 | $2.8M |
| Unique Wealth, LLC | 0.37% | Add +1.6% | 12,389 | $2.7M |
| Keel Point, LLC | 0.18% | Add +1.6% | 12,287 | $2.7M |
| Parallel Advisors, LLC | 0.05% | Add +28.3% | 12,268 | $2.7M |
| Gotham Asset Management | 0.01% | Reduce -0.1% | 12,267 | $2.7M |
| Fort Baker Capital Management LP | 0.28% | New | 12,083 | $2.6M |
| Mgo One Seven LLC | 0.05% | Reduce -12.7% | 12,031 | $2.6M |
| Waratah Capital Advisors Ltd. | 0.23% | New | 11,970 | $2.6M |
| Great Diamond Partners, LLC | 0.50% | Reduce -8.0% | 11,856 | $2.6M |
| CDKV Holdings LLC | 2.27% | Add +3.4% | 11,847 | $2.6M |
| CIBC Bancorp USA Inc. | 0.00% | — | 11,584 | $2.5M |
| Icon Wealth Advisors, LLC | 0.16% | Reduce -78.2% | 11,887 | $2.5M |
| Spire Wealth Management | 0.09% | Add +1.4% | 11,535 | $2.5M |
| Brookstone Capital Management | 0.03% | Reduce -45.2% | 11,531 | $2.5M |
| Interactive Financial Advisors, Inc. | 1.63% | Reduce -3.1% | 11,398 | $2.5M |
| Wealth Quarterback LLC | 0.98% | Add +165.0% | 11,393 | $2.5M |
| Focus Financial Network, Inc. | 0.09% | Add +5.6% | 11,332 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +35.5% | 11,293 | $2.5M |
| Clark Capital Management Group, Inc. | 0.02% | Add +28.2% | 11,274 | $2.5M |
| Future Financial Wealth Managment LLC | 1.58% | Add +3.6% | 10,482 | $2.5M |
| HRT Financial LP | 0.01% | Add +22.2% | 11,195 | $2.4M |
| Commerce Bank | 0.01% | Add +230.6% | 11,122 | $2.4M |
| Resolute Wealth Strategies, LLC | 1.05% | New | 11,120 | $2.4M |
| JBR Co Financial Management Inc | 1.00% | No change | 11,182 | $2.4M |
| Winthrop Capital Management, LLC | 0.62% | Reduce -3.2% | 10,959 | $2.4M |
| Natixis Advisors, LLC | 0.00% | New | 10,771 | $2.4M |
| Fisher Asset Management | 0.00% | Reduce -5.9% | 10,708 | $2.3M |
| Absolute Capital Management, LLC | 0.77% | Reduce -28.2% | 10,663 | $2.3M |
| Global Financial Private Client, LLC | 0.74% | Add +2.9% | 10,404 | $2.3M |
| Beacon Bridge Wealth Partners, LLC | 0.76% | Add +0.6% | 10,383 | $2.3M |
| PFG Investments, LLC | 0.10% | Add +5.3% | 10,285 | $2.2M |
| Cibc World Market Inc. | 0.00% | Reduce -10.2% | 10,224 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +18.4% | 10,217 | $2.2M |
| Darwin Wealth Management, LLC | 0.69% | Add +5.8% | 10,198 | $2.2M |
| Sheets Smith Wealth Management | 0.25% | Reduce -2.3% | 10,135 | $2.2M |
| Breachway Investments LLC | 2.10% | Add +1.0% | 9,799 | $2.2M |
| Union Square Park Capital Management, LLC | 1.91% | New | 10,000 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | Reduce -16.4% | 9,961 | $2.2M |
| Moors & Cabot, Inc. | 0.09% | Add +5.9% | 9,916 | $2.2M |
| Dumont & Blake Investment Advisors LLC | 0.54% | Reduce -4.7% | 9,897 | $2.2M |
| BlueCrest Capital Management Ltd | 0.30% | New | 9,867 | $2.2M |
| Lodestar Private Asset Management LLC | 0.21% | Reduce -0.4% | 9,750 | $2.1M |
| Patton Albertson Miller Group, LLC | 0.25% | Reduce -6.0% | 9,660 | $2.1M |
| Aster Capital Management (DIFC) Ltd | 0.69% | New | 13,741 | $2.1M |
| Family Legacy, Inc. | 0.63% | Reduce -15.5% | 9,579 | $2.1M |
| US Bancorp \de | 0.00% | Reduce -81.8% | 9,552 | $2.1M |
| PFG Advisors | 0.10% | Add +2.3% | 9,539 | $2.1M |
| Base Wealth Management LLC | 1.16% | New | 9,504 | $2.1M |
| Ciovacco Capital Management LLC | 1.21% | New | 9,500 | $2.1M |
| Intrepid Financial Planning Group LLC | 0.84% | Reduce -2.5% | 9,479 | $2.1M |
| BlackDiamond Wealth Management, LLC | 1.00% | Add +36.0% | 9,478 | $2.1M |
| Centerline Wealth Advisors, LLC | 0.74% | Add +5.8% | 9,420 | $2.1M |
| Marshall & Sterling Wealth Advisors Inc. | 1.35% | Reduce -8.1% | 9,405 | $2.1M |
| Private Wealth Advisors, LLC | 0.58% | New | 9,398 | $2.1M |
| Somerset Group LLC | 1.52% | Reduce -0.1% | 8,800 | $2.0M |
| Captrust Financial Advisors | 0.00% | Reduce -14.7% | 9,272 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -1.1% | 9,123 | $2.0M |
| Sovran Advisors, LLC | 0.16% | Reduce -39.0% | 9,097 | $2.0M |
| Sowell Financial Services LLC | 0.07% | Add +8.8% | 9,011 | $2.0M |
| Compass Capital Corp. /Ma/ | 0.71% | Add +0.0% | 8,835 | $2.0M |
| Belvedere Trading LLC | 0.26% | Add +161.4% | 8,887 | $1.9M |
| Tepp RIA, LLC | 1.51% | Add +389.7% | 8,814 | $1.9M |
| Bryn Mawr Trust Advisors, LLC | 0.09% | Reduce -5.8% | 8,804 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +51.4% | 8,765 | $1.9M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -55.8% | 8,546 | $1.9M |
| Birmingham Capital Management Co. Inc. | 0.80% | No change | 8,650 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +6.7% | 8,625 | $1.9M |
| AE Wealth Management LLC | 0.01% | Add +4.5% | 8,591 | $1.9M |
| Lee Johnson Capital Management, LLC | 0.67% | Reduce -1.3% | 8,482 | $1.9M |
| Vision Retirement, LLC | 0.53% | Add +1.2% | 8,437 | $1.8M |
| Beckerman Institutional, LLC | 0.98% | Reduce -1.1% | 8,435 | $1.8M |
| MAI Capital Management | 0.01% | Add +6.6% | 8,422 | $1.8M |
| Artemis Wealth Advisors, LLC | 0.28% | Add +0.1% | 8,420 | $1.8M |
| Wealth Management Partners, LLC | 0.53% | Add +82.9% | 8,411 | $1.8M |
| Campbell Capital Management Inc. | 0.87% | New | 8,300 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.21% | No change | 8,280 | $1.8M |
| Cardinal Point Capital Management ULC | 0.11% | Reduce -9.8% | 8,270 | $1.8M |
| Evoke Wealth, LLC | 0.03% | No change | 8,270 | $1.8M |
| McGuire Investment Group, LLC | 0.20% | Add +4.9% | 8,234 | $1.8M |
| Flow Traders U.S. LLC | 0.06% | New | 8,233 | $1.8M |
| Owen LaRue, LLC | 0.69% | Reduce -2.7% | 8,188 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -17.5% | 8,162 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -68.1% | 8,112 | $1.8M |
| Financial Management Professionals, Inc. | 0.20% | Reduce -3.1% | 8,072 | $1.8M |
| Wealthspire Advisors, LLC | 0.01% | Add +12.5% | 8,023 | $1.8M |
| Keystone Financial Group | 0.12% | Add +9.3% | 8,021 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Add +22.1% | 7,988 | $1.7M |
| Massachusetts Wealth Management | 0.75% | Reduce -0.7% | 7,935 | $1.7M |
| Realta Investment Advisors | 0.60% | Add +48.5% | 7,911 | $1.7M |
| Pacific Sun Financial Corp | 0.84% | Add +0.3% | 7,910 | $1.7M |
| Stephen J. Garry & Associates, LLC | 1.39% | Add +62.8% | 7,892 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Reduce -1.6% | 7,880 | $1.7M |
| Choreo, LLC | 0.02% | Add +17.5% | 7,878 | $1.7M |
| Castle Rock Wealth Management, LLC | 0.37% | Add +8.7% | 7,740 | $1.7M |
| Wagner Wealth Management, Corp | 1.53% | Add +1.6% | 7,778 | $1.7M |
| Missouri Trust & Investment Co | 0.50% | Add +934.0% | 7,755 | $1.7M |
| Prepared Retirement Institute LLC | 0.84% | Add +15.7% | 7,724 | $1.7M |
| Knoll Capital Management, LLC | 0.89% | No change | 7,650 | $1.7M |
| Tradition Wealth Management, LLC | 0.12% | Add +61.1% | 7,645 | $1.7M |
| FLC Capital Advisors | 0.30% | Reduce -3.3% | 7,602 | $1.7M |
| Odyssey Capital Advisors, Inc. | 1.49% | Add +0.5% | 7,600 | $1.7M |
| Essex Financial Services, Inc. | 0.09% | Add +0.9% | 7,595 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -15.2% | 7,581 | $1.7M |
| Northern Trust Corp. | 0.00% | Add +10.4% | 7,548 | $1.7M |
| Fidelis Capital Partners, LLC | 0.12% | No change | 7,470 | $1.6M |
| Genesee Capital Advisors, LLC | 0.68% | Reduce -7.8% | 7,385 | $1.6M |
| Sykon Capital LLC | 0.53% | Reduce -4.4% | 7,324 | $1.6M |
| Storen Legacy Partners, LLC | 0.50% | New | 7,282 | $1.6M |
| Cornerstone Advisory, LLC | 0.15% | Reduce -6.5% | 7,204 | $1.6M |
| Burns J W & Co. Inc. | 0.18% | Reduce -1.4% | 7,185 | $1.6M |
| Stephens Inc. | 0.02% | Reduce -0.8% | 7,164 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +3.1% | 7,111 | $1.6M |
| Asset One Wealth Management LLC | 0.17% | Add +4.4% | 6,963 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Reduce -10.2% | 7,094 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +21.0% | 7,084 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | No change | 7,006 | $1.5M |
| Salomon & Ludwin, LLC | 0.14% | No change | 6,870 | $1.5M |
| Able Wealth Management LLC | 0.41% | Add +531.7% | 6,968 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Add +15.9% | 6,955 | $1.5M |
| Rollins Financial Advisors, LLC | 0.24% | Add +29.4% | 6,949 | $1.5M |
| Ridgeline Wealth Planning, LLC | 1.11% | Reduce -1.5% | 6,939 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -25.6% | 7,174 | $1.5M |
| Total Wealth Planning & Management, Inc. | 1.19% | Add +3.9% | 6,854 | $1.5M |
| Vontobel Holding Ltd. | 0.01% | Reduce -58.5% | 6,830 | $1.5M |
| Joseph P. Lucia & Associates, LLC | 0.52% | Add +0.8% | 6,704 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +11.9% | 6,687 | $1.5M |
| Independent Wealth Network Inc. | 0.43% | Reduce -0.4% | 6,648 | $1.5M |
| Gen-Wealth Partners Inc | 0.45% | Reduce -2.0% | 6,542 | $1.4M |
| Brookwood Investment Group LLC | 0.18% | Add +9.3% | 6,502 | $1.4M |
| Midwest Financial Network, LLC | 1.13% | Reduce -22.5% | 6,475 | $1.4M |
| Strategic Investment Solutions, Inc. | 0.34% | Reduce -0.5% | 6,441 | $1.4M |
| Howard Wealth Management, LLC | 0.59% | Reduce -2.8% | 6,409 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +10.9% | 6,388 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +5402.6% | 6,383 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +20.1% | 6,374 | $1.4M |
| Landaas & Co. /Wi | 0.31% | Add +2.4% | 6,371 | $1.4M |
| StoneX Group Inc. | 0.07% | Add +16.0% | 6,308 | $1.4M |
| Avior Wealth Management, LLC | 0.04% | Add +8.4% | 6,258 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +29.3% | 6,195 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -14.4% | 6,188 | $1.4M |
| Crescent Grove Advisors, LLC | 0.13% | Add +2.1% | 6,166 | $1.3M |
| NWF Advisory Services Inc. | 0.15% | Add +36.0% | 6,160 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +52.5% | 6,153 | $1.3M |
| Raab & Moskowitz Asset Management LLC | 0.29% | Reduce -8.5% | 6,015 | $1.3M |
| Intesa Sanpaolo Wealth Management | 0.32% | Add +39.6% | 5,989 | $1.3M |
| Wealth Alliance, LLC | 0.13% | Reduce -79.0% | 5,961 | $1.3M |
| Allen Capital Group, LLC | 0.12% | No change | 5,943 | $1.3M |
| Phoenix Financial Ltd. | 0.01% | Reduce -70.4% | 5,793 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +6.1% | 5,757 | $1.3M |
| Ashton Thomas Securities, LLC | 0.16% | New | 5,742 | $1.3M |
| Calamos Wealth Management LLC | 0.04% | New | 5,695 | $1.2M |
| Calamos Advisors LLC | 0.01% | New | 5,695 | $1.2M |
| Ascentis Independent Advisors | 0.09% | Add +239.2% | 5,681 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -10.1% | 5,665 | $1.2M |
| 1607 Capital Partners, LLC | 0.09% | New | 5,645 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 5,622 | $1.2M |
| Kintra Wealth, LLC | 0.09% | New | 5,569 | $1.2M |
| Purus Wealth Management, LLC | 0.39% | Add +12.5% | 5,559 | $1.2M |
| MCF Advisors LLC | 0.05% | No change | 5,555 | $1.2M |
| Avondale Wealth Management | 0.60% | Reduce -5.9% | 5,550 | $1.2M |
| Plan Group Financial, LLC | 0.28% | Add +51.9% | 5,548 | $1.2M |
| Ring Mountain Capital, LLC | 0.66% | Add +2.8% | 5,501 | $1.2M |
| BridgePort Financial Solutions, LLC | 0.34% | Reduce -26.7% | 5,492 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Add +1.8% | 5,473 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -3.3% | 5,437 | $1.2M |
| Sfmg, LLC | 0.08% | No change | 5,423 | $1.2M |
| Spreng Capital Management, Inc. | 0.56% | No change | 5,418 | $1.2M |
| Warner Financial, Inc. | 0.40% | No change | 5,386 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -0.0% | 5,346 | $1.2M |
| Ellerson Group Inc. | 0.77% | Add +9.1% | 5,354 | $1.2M |
| Nova Wealth Management, Inc. | 0.76% | Add +42.5% | 5,342 | $1.2M |
| Bfsg, LLC | 0.11% | No change | 5,328 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +10.2% | 5,317 | $1.2M |
| Evergreen Wealth Partners LLC | 0.89% | Add +11.7% | 5,316 | $1.2M |
| Alterna Wealth Management, Inc. | 0.88% | Add +30.3% | 5,312 | $1.2M |
| Rational Advisors, Inc. | 0.13% | Add +47.4% | 5,282 | $1.2M |
| Moulton Wealth Management, Inc. | 0.78% | Reduce -46.4% | 5,130 | $1.1M |
| Caprock Group, LLC | 0.03% | Add +6.8% | 5,159 | $1.1M |
| Rehmann Capital Advisory Group | 0.06% | Add +0.2% | 5,108 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +9.2% | 5,099 | $1.1M |
| Polaris Investment Advisors, LLC | 0.81% | Reduce -37.1% | 5,095 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +69.8% | 5,084 | $1.1M |
| Advyzon Investment Management, LLC | 0.10% | Reduce -48.2% | 5,037 | $1.1M |
| Quadcap Wealth Management, LLC | 0.13% | Add +0.1% | 5,024 | $1.1M |
| Quattro Financial Advisors LLC | 0.33% | No change | 5,000 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +5.3% | 4,998 | $1.1M |
| Granite Islands Private Wealth, LLC | 1.01% | New | 5,007 | $1.1M |
| Ibex Wealth Advisors | 0.10% | New | 4,992 | $1.1M |
| Charter Oak Capital Management, LLC | 0.08% | Add +5.6% | 4,936 | $1.1M |
| Bramshill Investments, LLC | 0.09% | Add +104.6% | 4,890 | $1.1M |
| Powell Investment Advisors, LLC | 0.37% | Add +71.6% | 4,881 | $1.1M |
| Kirtland Hills Capital Management, LLC | 0.34% | Add +232.5% | 4,868 | $1.1M |
| Prostatis Group LLC | 0.27% | New | 4,852 | $1.1M |
| Muirfield Wealth Advisors LLC | 0.76% | Add +3.3% | 4,740 | $1.0M |
| Secure Asset Management, LLC | 0.16% | Add +9.3% | 4,730 | $1.0M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -29.3% | 4,728 | $1.0M |
| Northland Securities, Inc. | 0.98% | Add +1.5% | 4,706 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Reduce -79.1% | 4,504 | $1.0M |
| EPG Wealth Management LLC | 0.28% | Add +0.9% | 4,640 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -95.6% | 4,627 | $1.0M |
| Safe Harbor Fiduciary, LLC | 0.96% | Reduce -0.1% | 4,619 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -0.3% | 4,612 | $1.0M |
| Hilltop Holdings Inc. | 0.09% | Reduce -10.0% | 4,604 | $1.0M |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +126.8% | 4,592 | $1.0M |
| ATLas Financial Planning LLC | 0.90% | Add +0.9% | 4,590 | $1.0M |
| Wisconsin Wealth Advisors, LLC | 0.98% | Reduce -0.1% | 4,558 | $997K |
| Betterment LLC | 0.00% | Add +241.9% | 4,483 | $981K |
| One Wealth Advisors, LLC | 0.12% | Add +17.3% | 4,465 | $977K |
| Roxbury Financial LLC | 0.88% | Add +7.6% | 4,464 | $977K |
| Keybank National Association | 0.00% | Add +11.0% | 4,448 | $973K |
| Laurel Oak Wealth Management, LLC | 0.16% | Add +19.6% | 4,439 | $971K |
| Firestone Capital Management | 0.20% | Add +0.1% | 4,426 | $968K |
| Silverlake Wealth Management LLC | 0.20% | Add +2.1% | 4,383 | $959K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -1.2% | 4,371 | $956K |
| SeaBridge Investment Advisors LLC | 0.16% | Reduce -9.2% | 4,356 | $953K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +43.3% | 4,336 | $949K |
| LiftPoint Family Wealth Advisors LLC | 0.78% | Reduce -57.1% | 4,309 | $943K |
| Fusion Capital, LLC | 0.25% | Add +0.1% | 4,281 | $936K |
| Mitchell McLeod Pugh & Williams Inc. | 0.14% | No change | 4,242 | $928K |
| Rathbones Group PLC | 0.00% | Add +10.6% | 4,236 | $927K |
| Clearwave Capital, LLC | 0.63% | Add +0.1% | 4,220 | $923K |
| Ameliora Wealth Management Ltd. | 0.29% | No change | 4,210 | $921K |
| Onyx Bridge Wealth Group LLC | 0.10% | Reduce -2.1% | 4,167 | $912K |
| Ameritas Advisory Services, LLC | 0.04% | Add +4.0% | 4,147 | $907K |
| RPS Advisory Solutions LLC | 0.51% | New | 4,143 | $906K |
| Belpointe Asset Management LLC | 0.03% | Reduce -5.3% | 4,130 | $903K |
| AQR Capital Management | 0.00% | Add +272.0% | 4,233 | $892K |
| Solstein Capital, LLC | 0.37% | Add +0.1% | 4,070 | $890K |
| V2 Financial group LLC | 0.41% | No change | 4,000 | $875K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.19% | New | 4,000 | $875K |
| GAMCO Investors | 0.01% | No change | 4,000 | $875K |
| Round Rock Advisors LLC | 0.13% | Add +23.6% | 3,954 | $865K |
| WealthBridge Capital Management, LLC | 0.20% | Add +4.2% | 3,937 | $861K |
| International Assets Investment Management, LLC | 0.06% | Reduce -23.3% | 3,823 | $855K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +0.8% | 3,881 | $849K |
| Magnolia Capital Management Ltd. | 0.57% | Add +28.2% | 3,865 | $845K |
| Centurion Wealth Management LLC | 0.19% | Reduce -2.9% | 3,856 | $844K |
| JB Capital LLC | 0.03% | Reduce -97.6% | 3,844 | $841K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.8% | 3,818 | $835K |
| Sonoma Private Wealth LLC | 1.03% | New | 3,817 | $835K |
| Granville Capital, Inc. | 0.44% | Add +0.0% | 3,808 | $833K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -10.6% | 3,799 | $831K |
| Marex Group Ltd | 0.01% | New | 3,688 | $807K |
| Cypress Asset Management Inc. | 0.19% | Reduce -6.4% | 3,683 | $806K |
| Private Trust Co. NA | 0.07% | Reduce -5.7% | 3,680 | $805K |
| CRA Financial Services, LLC | 0.10% | Add +1.4% | 3,653 | $799K |
| Ritholtz Wealth Management | 0.01% | Add +2.2% | 3,636 | $795K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Add +78.6% | 3,634 | $795K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Add +23.1% | 3,598 | $787K |
| Darden Wealth Group Inc | 0.40% | Add +42.1% | 3,584 | $784K |
| Guardian Asset Advisors, LLC | 0.46% | Reduce -0.3% | 3,583 | $784K |
| Ackerman Asset Management, LLC | 0.55% | No change | 3,579 | $783K |
| KKM Financial LLC | 0.14% | No change | 3,614 | $776K |
| Ellis Investment Partners, LLC | 0.13% | Reduce -1.9% | 3,536 | $774K |
| Blue Capital, Inc. | 0.50% | Add +1.7% | 3,520 | $770K |
| Mission Hills Financial Advisory, LLC | 0.39% | Reduce -0.1% | 3,503 | $766K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -40.0% | 3,498 | $765K |
| Apeiron RIA LLC | 0.18% | Reduce -67.4% | 3,493 | $764K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -53.2% | 3,470 | $759K |
| Neuberger Berman Group LLC | 0.00% | Add +0.2% | 3,465 | $758K |
| Unify Financial Advisors | 0.79% | Add +48.6% | 3,459 | $757K |
| Nvwm, LLC | 0.17% | Reduce -9.5% | 3,448 | $754K |
| Hudock, Inc. | 0.11% | Reduce -4.6% | 3,446 | $754K |
| Independent Wealth Advisors LLC | 0.74% | Add +0.0% | 3,437 | $752K |
| Wealthgarden F.S. LLC | 0.51% | Reduce -1.2% | 3,407 | $745K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -31.3% | 3,374 | $738K |
| CVA Family Office, LLC | 0.08% | Add +0.5% | 3,338 | $730K |
| Kingsbury Capital Investment Advisors LLC | 0.69% | — | 3,334 | $729K |
| Centaurus Financial, Inc. | 0.03% | Add +7.9% | 3,334 | $729K |
| First Foundation Advisors | 0.03% | Add +0.7% | 3,301 | $722K |
| Planning Directions Inc. | 0.36% | Add +86.2% | 3,262 | $713K |
| HighPoint Advisor Group LLC | 0.03% | Add +1.4% | 3,259 | $713K |
| Innovative Asset Advisors Group, LLC | 0.41% | — | 3,239 | $708K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -36.8% | 3,237 | $708K |
| Quartz Partners, LLC | 0.27% | Add +8.4% | 3,233 | $707K |
| Schmidt P J Investment Management Inc. | 0.12% | Reduce -0.5% | 3,231 | $707K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.6% | 3,223 | $705K |
| Midwest Trust Co | 0.01% | Reduce -1.1% | 3,213 | $703K |
| Horizon Investments, LLC | 0.01% | Add +103.6% | 3,200 | $700K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +692.5% | 3,154 | $690K |
| Krilogy Financial LLC | 0.02% | Add +43.7% | 2,951 | $676K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.8% | 3,014 | $659K |
| Verus Capital Partners, LLC | 0.05% | Reduce -18.9% | 3,002 | $657K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -5.3% | 2,941 | $655K |
| First Command Advisory Services, Inc. | 0.00% | Add +4971.2% | 2,992 | $655K |
| BFI Infinity Ltd. | 0.37% | No change | 2,987 | $653K |
| Clearstead Advisors, LLC | 0.01% | Reduce -8.9% | 2,984 | $653K |
| Symphony Financial, Ltd. Co. | 0.09% | Add +9.2% | 3,031 | $653K |
| Leigh Baldwin & Co., LLC | 0.42% | Reduce -38.7% | 2,983 | $653K |
| Retirement Wealth Solutions LLC | 0.41% | Reduce -47.6% | 2,981 | $652K |
| Almanack Investment Partners, LLC. | 0.11% | Add +1.2% | 2,957 | $647K |
| Lloyd Advisory Services, LLC. | 0.18% | Add +7097.6% | 2,951 | $646K |
| Kingdom Financial Group LLC. | 0.18% | Reduce -2.1% | 2,951 | $646K |
| Cathy Pareto & Associates, Inc. | 0.43% | Add +6.3% | 2,939 | $643K |
| Register Financial Advisors LLC | 0.24% | Add +4.6% | 2,937 | $642K |
| Keebeck Wealth Management | 0.07% | Reduce -76.8% | 2,927 | $640K |
| Mullooly Asset Management, Inc. | 0.24% | Add +0.0% | 2,926 | $640K |
| Venturi Wealth Management, LLC | 0.03% | New | 2,915 | $637K |
| HRC Wealth Management, LLC | 0.30% | Reduce -2.0% | 2,892 | $633K |
| Symphony Financial Services, Inc. | 0.32% | Add +7.5% | 2,871 | $628K |
| JM2 Capital Inc. | 0.52% | Add +7.8% | 2,868 | $627K |
| Sandbox Financial Partners, LLC | 0.18% | Add +0.7% | 2,867 | $627K |
| JT Stratford LLC | 0.08% | Reduce -27.6% | 2,865 | $627K |
| Berkeley Capital Partners, LLC | 0.14% | Reduce -0.5% | 2,851 | $624K |
| IMC-Chicago, LLC | 0.01% | New | 2,850 | $623K |
| Summit Wealth Partners, LLC | 0.10% | New | 2,847 | $623K |
| GeoWealth Management, LLC | 0.02% | Add +682.9% | 2,834 | $620K |
| BankChampaign, National Association | 0.61% | Add +7543.2% | 2,828 | $619K |
| Cornerstone Management, Inc. | 0.10% | No change | 2,817 | $616K |
| Washington Growth Strategies LLC | 0.40% | Add +2.3% | 2,816 | $616K |
| Magnus Financial Group LLC | 0.05% | Add +55.5% | 2,797 | $612K |
| Caldwell Trust Co | 0.05% | No change | 2,777 | $607K |
| Jefferies Financial Group Inc. | 0.01% | Add +80.2% | 2,772 | $606K |
| Modern Wealth Management, LLC | 0.01% | Reduce -79.1% | 2,710 | $606K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -31.6% | 2,725 | $596K |
| Fox Hill Wealth Management | 0.29% | Add +61.0% | 2,714 | $594K |
| Cahill Financial Advisors Inc. | 0.06% | No change | 2,713 | $593K |
| Ieq Capital, LLC | 0.00% | Add +54.2% | 2,687 | $588K |
| Fortress Private Ledger, LLC | 0.18% | New | 2,674 | $585K |
| Global View Capital Management LLC | 0.15% | Add +62.9% | 2,669 | $584K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -50.1% | 2,654 | $581K |
| W1M Asset Management Ltd | 0.01% | Reduce -0.2% | 2,651 | $580K |
| Cheviot Value Management, LLC | 0.06% | No change | 2,649 | $579K |
| New England Private Wealth Advisors LLC | 0.07% | No change | 2,647 | $579K |
| YANKCOM Partnership | 0.23% | No change | 2,600 | $569K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -10.8% | 2,592 | $567K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Add +3.6% | 2,575 | $563K |
| Kesler, Norman & Wride, LLC | 0.10% | Reduce -1.9% | 2,569 | $562K |
| HB Wealth Management, LLC | 0.00% | Add +42.3% | 2,537 | $555K |
| Duncan Williams Asset Management, LLC | 0.15% | No change | 2,536 | $555K |
| Investment Partners Asset Management, Inc. | 0.34% | Reduce -14.1% | 2,527 | $553K |
| Endeavor Private Wealth, Inc. | 0.16% | Reduce -73.7% | 2,526 | $553K |
| City Holding Co. | 0.07% | Add +2.3% | 2,495 | $546K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.5% | 2,460 | $538K |
| Purkiss Capital Advisors LLC | 0.24% | Add +4.3% | 2,450 | $536K |
| WealthShield Partners, LLC | 0.06% | Reduce -83.9% | 2,445 | $535K |
| Pekin Hardy Strauss, Inc. | 0.06% | Reduce -39.5% | 2,432 | $532K |
| Private Client Services, LLC | 0.16% | Reduce -1.9% | 2,429 | $531K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -11.7% | 2,422 | $530K |
| CGN Advisors LLC | 0.04% | Reduce -2.7% | 2,406 | $526K |
| Brooklyn Investment Group | 0.02% | New | 2,373 | $519K |
| Jump Financial, LLC | 0.01% | Reduce -46.1% | 2,372 | $519K |
| Poehling Capital Management, INC. | 0.11% | No change | 2,350 | $514K |
| Larry Mathis Financial Planning, LLC | 0.46% | New | 2,341 | $512K |
| Wulff, Hansen & Co. | 0.52% | No change | 2,337 | $511K |
| Money Concepts Capital Corp. | 0.03% | Add +0.7% | 2,333 | $510K |
| Quantum Portfolio Management LLC | 0.22% | Add +3.0% | 2,330 | $510K |
| First International Bank of Israel Ltd. | 0.15% | Add +11.6% | 2,316 | $507K |
| High Net Worth Advisory Group LLC | 0.12% | New | 2,313 | $506K |
| Grantvest Financial Group LLC | 0.33% | Add +59.4% | 2,308 | $505K |
| Millennium Management | 0.00% | Add +38.3% | 2,306 | $504K |
| Lewis Asset Management, LLC | 0.21% | Add +0.0% | 2,302 | $504K |
| Warner Group LLC | 0.33% | Add +1.8% | 2,292 | $501K |
| Means Investment Co., Inc. | 0.04% | No change | 2,283 | $500K |
| Concorde Asset Management, LLC | 0.24% | Reduce -5.1% | 2,272 | $497K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +9.4% | 2,265 | $496K |
| Founders Financial Alliance, LLC | 0.09% | Add +38.9% | 2,262 | $495K |
| Narwhal Capital Management | 0.04% | No change | 2,260 | $494K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -7.3% | 2,231 | $488K |
| Partners Wealth Management, LLC | 0.50% | Reduce -3.8% | 2,220 | $486K |
| Centerpoint Advisory Group | 0.36% | Add +5.6% | 2,210 | $483K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -2.2% | 2,206 | $483K |
| Financial Management, Inc. | 0.45% | Add +0.9% | 2,186 | $478K |
| Provenance Wealth Advisors, LLC | 0.05% | Add +146.5% | 2,162 | $473K |
| Alexander Labrunerie & Co., Inc. | 0.18% | Add +1.6% | 2,159 | $472K |
| One Wealth Capital Management, LLC | 0.21% | Reduce -74.4% | 2,183 | $472K |
| Traction Financial Partners, LLC | 0.29% | No change | 2,150 | $470K |
| Briaud Financial Planning Inc | 0.12% | Add +4.6% | 2,149 | $470K |
| Wall Street Financial Group, Inc. | 0.28% | New | 2,138 | $468K |
| ARS Investment Partners, LLC | 0.02% | Reduce -82.2% | 2,124 | $465K |
| Ifrah Financial Services, Inc. | 0.12% | Add +20.8% | 2,081 | $455K |
| Karnit Road Accident Victims Compensation Fund | 0.27% | No change | 2,080 | $455K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -1.6% | 2,081 | $455K |
| CoreCap Advisors, LLC | 0.02% | Reduce -62.7% | 2,078 | $455K |
| Fiduciary Alliance LLC | 0.03% | Add +7.5% | 1,933 | $452K |
| Milestone Asset Management, LLC | 0.08% | Reduce -42.9% | 2,057 | $450K |
| 10Elms LLP | 0.31% | Add +36.6% | 2,049 | $448K |
| Griffin Asset Management, Inc. | 0.05% | Reduce -5.7% | 2,026 | $443K |
| Coordinated Financial Services, Inc. | 0.26% | Reduce -5.6% | 2,015 | $441K |
| Mayfair Advisory Group, LLC | 0.15% | Add +1.1% | 2,002 | $438K |
| Merrion Investment Management Co, LLC | 0.24% | No change | 2,000 | $438K |
| Tactive Advisors, LLC | 0.12% | Add +33.3% | 2,000 | $438K |
| Third View Private Wealth, LLC | 0.06% | No change | 2,000 | $438K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -37.5% | 2,000 | $437K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +18.1% | 1,993 | $436K |
| Argent Trust Co | 0.01% | Add +6.7% | 1,984 | $434K |
| LPWM LLC | 0.11% | No change | 1,966 | $430K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +3.3% | 1,958 | $428K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,950 | $427K |
| RFG Advisory, LLC | 0.01% | Reduce -74.3% | 1,945 | $425K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,945 | $425K |
| World Equity Group, Inc. | 0.11% | Reduce -49.7% | 1,936 | $424K |
| Juno Financial Group LLC | 0.16% | Reduce -6.2% | 1,916 | $419K |
| Harbor Investment Advisory, LLC | 0.03% | Add +11.5% | 1,915 | $419K |
| Axis Wealth Partners, LLC | 0.22% | Add +5.8% | 1,914 | $419K |
| Blue Trust, Inc. | 0.00% | Reduce -88.5% | 1,912 | $418K |
| HCR Wealth Advisors | 0.04% | Reduce -3.5% | 1,904 | $417K |
| WESPAC Advisors, LLC | 0.23% | Reduce -6.9% | 1,901 | $416K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.3% | 1,894 | $414K |
| Aurora Private Wealth, Inc. | 0.29% | Reduce -6.0% | 1,920 | $414K |
| Winebrenner Capital Management LLC | 0.26% | No change | 1,883 | $412K |
| Perennial Investment Advisors, LLC | 0.03% | Add +33.3% | 1,882 | $412K |
| Heritage Investment Group, Inc. | 0.06% | No change | 1,881 | $411K |
| Carlson Financial, Inc. | 0.24% | Reduce -1.8% | 1,879 | $411K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +57.6% | 1,875 | $410K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -80.9% | 1,872 | $410K |
| Interchange Capital Partners, LLC | 0.13% | Reduce -55.7% | 2,676 | $407K |
| RMR Capital Management, LLC | 0.29% | No change | 1,860 | $407K |
| PCG Wealth Advisors, LLC | 0.10% | Add +56.4% | 1,859 | $407K |
| Providence First Trust Co | 0.14% | No change | 1,850 | $405K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,850 | $405K |
| Compound Planning, Inc. | 0.01% | Add +10.1% | 1,846 | $404K |
| Vermillion Wealth Management, Inc. | 0.16% | Reduce -39.9% | 1,832 | $401K |
| Florida Financial Advisors, LLC | 0.10% | Reduce -53.5% | 1,825 | $399K |
| McGuire Capital Advisors Inc. | 0.25% | Add +0.1% | 1,804 | $395K |
| Burns Matteson Capital Management, LLC | 0.15% | Add +2.2% | 1,780 | $389K |
| Anson Capital, Inc. | 0.27% | Reduce -1.7% | 1,774 | $388K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -0.1% | 1,763 | $386K |
| Alteri Wealth LLC | 0.12% | Add +16.1% | 1,753 | $384K |
| ELCO Management Co., LLC | 0.18% | Add +16.7% | 1,750 | $383K |
| TCFG Wealth Management, LLC | 0.14% | Reduce -0.6% | 1,705 | $373K |
| TCFG Investment Advisors, LLC | 0.14% | — | 1,705 | $373K |
| Plotkin Financial Advisors, LLC | 0.19% | No change | 1,699 | $372K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +8.8% | 1,698 | $371K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -31.2% | 1,694 | $370K |
| Ascentis Wealth Management, LLC | 0.08% | No change | 1,689 | $369K |
| Index Technologies Group LLC | 0.40% | Add +1.9% | 1,685 | $369K |
| Kera Capital Partners, Inc. | 0.04% | Add +0.5% | 1,674 | $366K |
| Verity Asset Management, Inc. | 0.15% | Add +0.2% | 1,653 | $361K |
| Journey Advisory Group, LLC | 0.03% | No change | 1,650 | $361K |
| GTS Securities LLC | 0.01% | Reduce -95.6% | 1,650 | $361K |
| ProCore Advisors, LLC | 0.55% | Add +49.0% | 1,646 | $360K |
| Saxon Interests, Inc. | 0.12% | No change | 1,634 | $357K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 1,624 | $355K |
| Pathfinder Wealth Consulting, Inc. | 0.23% | No change | 1,608 | $352K |
| Weaver Consulting Group | 0.08% | Add +19.9% | 1,597 | $349K |
| Collaborative Wealth Managment Inc. | 0.16% | No change | 1,580 | $346K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +10.1% | 1,579 | $345K |
| Consolidated Capital Management, LLC | 0.11% | New | 1,577 | $345K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 1,565 | $342K |
| Runnymede Capital Advisors, Inc. | 0.29% | New | 1,565 | $342K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 1,554 | $340K |
| Callan Family Office, LLC | 0.01% | No change | 1,533 | $335K |
| Atlatl Advisers LLC | 0.25% | Reduce -48.5% | 1,531 | $335K |
| Rockland Trust Co. | 0.01% | No change | 1,518 | $332K |
| Synergy Investment Management, LLC | 0.11% | No change | 1,516 | $332K |
| Capital Planning Advisors, LLC | 0.05% | Add +5.7% | 1,516 | $332K |
| Carter Financial Group, INC. | 0.20% | Add +0.1% | 1,515 | $331K |
| Wealth Management Nebraska | 0.03% | New | 1,509 | $330K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 1,529 | $328K |
| Avalon Trust Co | 0.02% | No change | 1,500 | $328K |
| Gruss & Co., LLC | 0.77% | No change | 1,500 | $328K |
| Mackenzie Financial Corp. | 0.00% | No change | 1,500 | $328K |
| JDM Financial Group LLC | 0.13% | Add +0.1% | 1,496 | $327K |
| Advantage Trust Co | 0.15% | No change | 1,490 | $326K |
| Signal Advisors Wealth, LLC | 0.02% | Add +35.2% | 1,487 | $325K |
| L & S Advisors Inc | 0.04% | No change | 1,483 | $324K |
| Swisher Financial Concepts, Inc. | 0.18% | Add +2.9% | 1,481 | $324K |
| IPG Investment Advisors LLC | 0.06% | Add +37.2% | 1,476 | $323K |
| Daymark Wealth Partners, LLC | 0.01% | Add +2.0% | 1,474 | $322K |
| Platt Wealth Management LLC | 0.31% | No change | 1,450 | $317K |
| Platform Technology Partners | 0.06% | Reduce -1.6% | 1,444 | $316K |
| Elevate Wealth Advisory, Inc. | 0.20% | No change | 1,437 | $314K |
| LFA - Lugano Financial Advisors SA | 0.16% | No change | 1,437 | $314K |
| Natixis | 0.00% | No change | 1,461 | $314K |
| Xcel Wealth Management, LLC | 0.09% | New | 1,435 | $314K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,425 | $312K |
| Donaldson Capital Management, LLC | 0.01% | New | 1,419 | $310K |
| Cozad Asset Management Inc. | 0.02% | Add +1.4% | 1,414 | $309K |
| Strategic Blueprint, LLC | 0.02% | Reduce -45.5% | 1,411 | $309K |
| Ironwood Financial, llc | 0.05% | Reduce -6.1% | 1,405 | $307K |
| CVFG LLC | 0.04% | Add +11.9% | 1,405 | $307K |
| Matauro, LLC | 0.04% | Reduce -14.7% | 1,404 | $307K |
| Franklin Resources Inc. | 0.00% | Reduce -1.8% | 1,404 | $307K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Reduce -92.5% | 1,403 | $307K |
| Leeward Financial Partners, LLC | 0.09% | No change | 1,401 | $306K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.06% | No change | 1,400 | $306K |
| Winthrop Advisory Group LLC | 0.02% | Add +0.1% | 1,395 | $305K |
| Ballew Advisors, Inc | 0.17% | Add +3.1% | 1,315 | $305K |
| Smith, Moore & Co. | 0.02% | Add +27.9% | 1,390 | $304K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -15.2% | 1,385 | $303K |
| Regal Investment Advisors LLC | 0.02% | Reduce -92.0% | 1,384 | $303K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +2.8% | 1,379 | $302K |
| Savvy Advisors, Inc. | 0.01% | Add +25.4% | 1,379 | $302K |
| Quotient Wealth Partners, LLC | 0.01% | Add +12.2% | 1,378 | $301K |
| Mountain Capital Investment Advisors Inc. | 0.04% | Add +16.3% | 1,395 | $301K |
| Zullo Investment Group, Inc. | 0.11% | Add +30.2% | 1,367 | $299K |
| Headlands Technologies LLC | 0.03% | New | 1,367 | $299K |
| Centric Wealth Management | 0.06% | Reduce -9.0% | 1,395 | $299K |
| Sound Income Strategies, LLC | 0.01% | Reduce -14.1% | 1,326 | $296K |
| Thompson David Blair | 0.17% | New | 1,355 | $296K |
| Glen Eagle Advisors, LLC | 0.04% | No change | 1,353 | $296K |
| COFG Advisors, LLC | 0.07% | Add +9.5% | 1,346 | $294K |
| Titleist Asset Management, LLC | 0.02% | Add +6.3% | 1,344 | $294K |
| Wingate Wealth Advisors, Inc. | 0.16% | Add +3.2% | 1,339 | $293K |
| Rockport Wealth LLC | 0.05% | No change | 1,337 | $292K |
| Milestone Asset Management Group, LLC | 0.17% | Reduce -0.2% | 1,336 | $292K |
| Valmark Advisers, Inc. | 0.00% | Add +11.6% | 1,333 | $292K |
| 1900 Wealth Management LLC | 0.02% | No change | 1,331 | $291K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 1,327 | $290K |
| Institute for Wealth Management, LLC. | 0.03% | Add +11.6% | 1,322 | $289K |
| Saxony Capital Management, LLC | 0.17% | New | 1,319 | $289K |
| Winch Advisory Services, LLC | 0.07% | Add +42.2% | 1,310 | $287K |
| Edgestream Partners, L.P. | 0.01% | Add +4.3% | 1,306 | $286K |
| Biltmore Family Office, LLC | 0.04% | No change | 1,299 | $284K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 1,294 | $283K |
| Moneco Advisors, LLC | 0.02% | New | 1,287 | $281K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 1,280 | $280K |
| Tidemark, LLC | 0.07% | Add +21.0% | 1,277 | $279K |
| Savant Capital, LLC | 0.00% | New | 1,274 | $279K |
| QRG Capital Management, Inc. | 0.00% | New | 1,268 | $277K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 1,262 | $276K |
| N.E.W. Advisory Services LLC | 0.02% | Add +150.1% | 1,253 | $274K |
| TRUE Private Wealth Advisors | 0.03% | Add +1.5% | 1,252 | $274K |
| Modera Wealth Management, LLC | 0.00% | Add +2.0% | 1,248 | $273K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -71.7% | 1,264 | $272K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,239 | $271K |
| Gallagher Capital Advisors, LLC | 0.18% | Add +0.1% | 1,232 | $269K |
| Werba Rubin Papier Wealth Management | 0.04% | No change | 1,226 | $268K |
| Sard Wealth Management Group, LLC | 0.14% | Add +0.1% | 1,219 | $267K |
| Columbus Macro, LLC | 0.03% | Add +14.2% | 1,217 | $266K |
| Foguth Wealth Management, LLC. | 0.03% | Reduce -12.2% | 1,128 | $266K |
| Diversified Trust Co. | 0.00% | No change | 1,212 | $265K |
| Composition Wealth, LLC | 0.00% | Reduce -2.3% | 1,211 | $265K |
| Forza Wealth Management, LLC | 0.09% | No change | 1,210 | $265K |
| Scarborough Advisors, LLC | 0.03% | New | 1,208 | $264K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | Reduce -6.8% | 1,205 | $264K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +3.7% | 1,136 | $263K |
| Holderness Investments Co. | 0.05% | Add +1.7% | 1,204 | $263K |
| Eagle Global Advisors LLC | 0.01% | No change | 1,200 | $263K |
| Golden State Wealth Management, LLC | 0.03% | Add +143.2% | 1,194 | $261K |
| Horizon Wealth Management, LLC | 0.04% | Add +0.1% | 1,190 | $260K |
| Guerra Pan Advisors, LLC | 0.16% | No change | 1,184 | $259K |
| Procyon Advisors, LLC | 0.01% | Reduce -2.2% | 1,176 | $257K |
| Ironwood Investment Counsel, LLC | 0.04% | Add +0.1% | 1,169 | $256K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.8% | 1,164 | $255K |
| Trek Financial, LLC | 0.01% | Reduce -93.5% | 1,162 | $254K |
| Ancora Advisors LLC | 0.01% | Add +4.2% | 1,159 | $254K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +7.6% | 1,155 | $253K |
| Lanark Financial, Inc. | 0.02% | Add +17.9% | 1,144 | $250K |
| Herold Advisors, Inc. | 0.05% | No change | 1,142 | $250K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +3.2% | 1,141 | $250K |
| Montecito Bank & Trust | 0.04% | Add +3.9% | 1,139 | $249K |
| Zacks Investment Management | 0.00% | Add +11.7% | 1,139 | $249K |
| Global Endowment Management, LP | 0.03% | No change | 1,140 | $249K |
| Fort Sheridan Advisors LLC | 0.03% | New | 1,124 | $246K |
| Chung Wu Investment Group, LLC | 0.21% | Add +522.2% | 1,120 | $245K |
| Y.D. More Investments Ltd | 0.01% | Add +26.4% | 1,149 | $243K |
| Visionary Wealth Advisors | 0.01% | Reduce -9.6% | 1,108 | $242K |
| Fairview Capital Investment Management, LLC | 0.01% | New | 1,106 | $242K |
| Resolute Wealth Advisor, Inc. | 0.14% | — | 1,105 | $242K |
| PeakShares LLC | 0.22% | New | 1,100 | $241K |
| First National Trust Co | 0.01% | Add +4.0% | 1,098 | $240K |
| Stelac Advisory Services LLC | 0.05% | No change | 1,090 | $238K |
| SBI Securities Co., Ltd. | 0.01% | New | 1,085 | $237K |
| Mosley Wealth Management | 0.11% | Reduce -14.8% | 1,131 | $237K |
| Mason & Associates Inc | 0.05% | New | 1,122 | $236K |
| SFG Wealth Management, LLC. | 0.10% | New | 1,079 | $236K |
| Deutsche Bank AG | 0.00% | No change | 1,071 | $234K |
| ONE Advisory Partners, LLC | 0.07% | Reduce -23.6% | 1,065 | $233K |
| Dynamic Wealth Strategies, LLC | 0.13% | Reduce -2.3% | 1,064 | $233K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 1,062 | $232K |
| Maltin Wealth Management, Inc. | 0.09% | Add +2.8% | 1,062 | $232K |
| Vigilare Wealth Management | 0.08% | No change | 1,061 | $232K |
| Three Cord True Wealth Management, LLC | 0.13% | No change | 1,060 | $232K |
| Southeast Asset Advisors, LLC | 0.03% | New | 1,060 | $232K |
| Black Diamond Financial, LLC | 0.03% | New | 1,054 | $231K |
| Investment Planning Advisors, Inc. | 0.06% | New | 1,054 | $231K |
| Wealthcare Capital Partners, LLC | 0.11% | Add +11.8% | 1,053 | $230K |
| Global Trust Asset Management, LLC | 0.09% | Add +16.6% | 1,044 | $228K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,043 | $228K |
| Pure Financial Advisors, LLC | 0.00% | New | 1,041 | $228K |
| LexAurum Advisors, LLC | 0.03% | — | 1,037 | $227K |
| Cfo Capital Management LLC | 0.19% | Add +2.2% | 1,076 | $227K |
| AlTi Global, Inc. | 0.00% | Reduce -12.6% | 1,033 | $226K |
| Cura Wealth Advisors, LLC | 0.10% | New | 1,025 | $224K |
| Accurate Wealth Management, LLC | 0.03% | New | 976 | $224K |
| Stevens Capital Partners | 0.05% | New | 1,021 | $223K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 1,057 | $223K |
| Richmond Investment Services, LLC | 0.04% | Reduce -47.2% | 1,018 | $223K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | New | 1,015 | $222K |
| BCGM Wealth Management, LLC | 0.06% | Reduce -92.2% | 1,014 | $222K |
| Ascent Group, LLC | 0.01% | No change | 1,012 | $221K |
| Caerus Investment Advisors, LLC | 0.09% | No change | 1,010 | $221K |
| True Vision MN LLC | 0.11% | Reduce -88.0% | 1,004 | $220K |
| Citizens Financial Group Inc. | 0.00% | Add +5.3% | 1,004 | $220K |
| Archer Investment Management, LLC | 0.09% | Reduce -80.8% | 1,003 | $219K |
| Viewpoint Investment Partners Corp. | 0.10% | New | 775 | $219K |
| HC Advisors, LLC | 0.15% | No change | 1,000 | $219K |
| Schulhoff & Co. Inc. | 0.09% | New | 1,000 | $219K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,000 | $219K |
| Sanchez Gaunt Capital Management, LLC | 0.14% | — | 997 | $218K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 996 | $218K |
| WESPAC Advisors SoCal, LLC | 0.05% | New | 992 | $217K |
| Valeo Financial Advisors, LLC | 0.01% | New | 992 | $217K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -67.4% | 990 | $217K |
| Urban Wealth Management, LLC | 0.22% | No change | 989 | $216K |
| Aldebaran Financial Inc. | 0.21% | New | 988 | $216K |
| McMorgan & Co. LLC | 0.04% | Reduce -7.1% | 987 | $216K |
| Silver Oak Securities, Incorporated | 0.02% | New | 986 | $216K |
| Advocate Investing Services LLC | 0.18% | New | 985 | $216K |
| Embree Financial Group | 0.03% | Add +0.1% | 984 | $215K |
| USAdvisors Wealth Management, LLC | 0.07% | Add +0.1% | 1,017 | $214K |
| Asempa Wealth Advisors | 0.19% | Reduce -2.5% | 955 | $214K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 975 | $213K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -56.2% | 953 | $209K |
| Berbice Capital Management LLC | 0.14% | New | 950 | $208K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | No change | 950 | $208K |
| Eagle Capital Management, LLC | 0.08% | No change | 945 | $207K |
| Second Half Financial Partners, LLC | 0.09% | New | 941 | $206K |
| ZynergyRetirementPlanningLLC | 0.12% | No change | 940 | $206K |
| Mattern Wealth Management LLC | 0.04% | New | 939 | $205K |
| Wesbanco Bank Inc. | 0.01% | New | 937 | $205K |
| Bravias Capital Group, LLC | 0.13% | New | 937 | $205K |
| Bellwether Advisors, LLC | 0.03% | New | 935 | $205K |
| Harmony Asset Management LLC | 0.06% | Reduce -1.3% | 933 | $204K |
| Axecap Investments, LLC | 0.14% | Reduce -78.2% | 931 | $204K |
| Wealth Effects LLC | 0.07% | New | 928 | $203K |
| NFSG Corp | 0.03% | Add +10.8% | 920 | $201K |
| Nwam LLC | 0.01% | Add +1.1% | 917 | $201K |
| Mather Group, Llc. | 0.00% | New | 909 | $199K |
| Manchester Capital Management LLC | 0.03% | Add +72.0% | 860 | $188K |
| Barnes Dennig Private Wealth Management LLC | 0.18% | No change | 831 | $182K |
| City State Bank | 0.05% | No change | 815 | $178K |
| Bellevue Asset Management, LLC | 0.09% | Add +0.1% | 809 | $177K |
| FAS Wealth Partners, Inc. | 0.01% | Add +9.2% | 797 | $174K |
| Mb, Levis & Associates, LLC | 0.07% | Add +6.1% | 797 | $174K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -5.8% | 779 | $171K |
| First Horizon Corp. | 0.01% | Reduce -25.0% | 754 | $165K |
| ExodusPoint Capital Management, LP | 0.00% | New | 750 | $164K |
| Bulwark Capital Corp | 0.10% | No change | 737 | $161K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.12% | Reduce -5.0% | 723 | $158K |
| Acropolis Investment Management, LLC | 0.01% | New | 720 | $158K |
| Aviso Financial Inc. | 0.01% | New | 696 | $152K |
| Group One Trading LLC | 0.00% | New | 668 | $146K |
| North Star Investment Management Corp. | 0.01% | No change | 662 | $145K |
| Wagner Wealth Management, LLC | 0.03% | No change | 658 | $144K |
| MSA Advisors, LLC | 0.04% | New | 656 | $144K |
| Central Pacific Bank - Trust Division | 0.02% | Add +1950.0% | 656 | $144K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -1.5% | 638 | $140K |
| Financial Perspectives, Inc | 0.04% | New | 611 | $134K |
| McMillan Office, Inc. | 0.02% | No change | 600 | $131K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -81.6% | 592 | $130K |
| Evermay Wealth Management LLC | 0.01% | No change | 582 | $127K |
| Mascoma Wealth Management LLC | 0.03% | No change | 568 | $124K |
| Salem Investment Counselors Inc. | 0.00% | New | 565 | $124K |
| Brown, Lisle/Cummings, Inc. | 0.03% | Add +36.6% | 560 | $123K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | Reduce -94.1% | 555 | $121K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -56.0% | 551 | $121K |
| UMB Bank, n.a. | 0.00% | No change | 550 | $120K |
| Godsey & Gibb, Inc. | 0.01% | No change | 510 | $112K |
| Parkside Financial Bank & Trust | 0.01% | Add +4.2% | 500 | $109K |
| Atlantic Union Bankshares Corp | 0.00% | Add +15.3% | 490 | $107K |
| Hollencrest Capital Management | 0.00% | Add +46.2% | 462 | $101K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 458 | $100K |
| Rothschild Investment LLC | 0.01% | No change | 435 | $95K |
| Consultiva Wealth Management, Corp. | 0.27% | No change | 425 | $93K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 425 | $93K |
| Costello Asset Management, INC | 0.03% | Reduce -17.4% | 421 | $92K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 417 | $91K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 412 | $90K |
| Twin Tree Management, LP | 0.02% | New | 411 | $90K |
| Montag A & Associates Inc. | 0.00% | No change | 402 | $88K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 400 | $88K |
| Clark Wealth Partners | 0.06% | No change | 397 | $87K |
| Hughes Financial Services, LLC | 0.01% | No change | 385 | $84K |
| WFA of San Diego, LLC | 0.07% | Reduce -5.7% | 378 | $83K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $79K |
| Global Wealth Strategies & Associates | 0.02% | Add +243.8% | 361 | $79K |
| Key Financial Inc | 0.01% | No change | 360 | $79K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 356 | $78K |
| Oakworth Capital, Inc. | 0.00% | No change | 350 | $77K |
| Wolff Wiese Magana LLC | 0.04% | Add +121.0% | 347 | $76K |
| Valley National Advisers Inc. | 0.01% | Add +67.5% | 340 | $74K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +17.5% | 329 | $72K |
| Signaturefd, LLC | 0.00% | Add +22.3% | 329 | $72K |
| Bernard Wealth Management Corp. | 0.03% | No change | 325 | $71K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 315 | $71K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | No change | 313 | $68K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -8.3% | 300 | $66K |
| Hantz Financial Services, Inc. | 0.00% | Add +177.1% | 291 | $64K |
| Marshall Investment Management, LLC | 0.03% | New | 280 | $61K |
| Redwood Park Advisors LLC | 0.04% | Add +0.4% | 277 | $60K |
| Merkkuri Wealth Advisors LLC | 0.04% | New | 275 | $60K |
| Harbor Asset Planning, Inc. | 0.05% | Add +223.8% | 272 | $59K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.4% | 270 | $59K |
| REAP Financial Group, LLC | 0.01% | Reduce -8.2% | 268 | $59K |
| Adirondack Trust Co. | 0.02% | New | 266 | $58K |
| Aventura Private Wealth, LLC | 0.02% | Add +103.8% | 265 | $58K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +1.5% | 263 | $57K |
| Cypress Capital Management LLC (WY) | 0.05% | No change | 260 | $57K |
| DT Investment Partners, LLC | 0.00% | No change | 255 | $56K |
| WPG Advisers, LLC | 0.04% | Add +2.0% | 255 | $56K |
| Avion Wealth | 0.01% | Reduce -49.6% | 254 | $55K |
| Copia Wealth Management | 0.04% | No change | 251 | $55K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 250 | $55K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 247 | $54K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 247 | $54K |
| Horizons Wealth Management | 0.04% | No change | 247 | $54K |
| Lodestone Wealth Management LLC | 0.02% | No change | 243 | $53K |
| Abound Wealth Management | 0.01% | No change | 238 | $52K |
| Prestige Wealth Management Group LLC | 0.01% | Add +6.8% | 235 | $51K |
| Opal Wealth Advisors, LLC | 0.01% | New | 230 | $50K |
| Hager Investment Management Services, LLC | 0.03% | Add +39.6% | 229 | $50K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 224 | $49K |
| ESL Trust Services, LLC | 0.01% | No change | 224 | $49K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -23.3% | 220 | $48K |
| 1 North Wealth Services LLC | 0.02% | Add +4.8% | 216 | $47K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 212 | $46K |
| Vestor Capital, LLC | 0.00% | Reduce -74.3% | 208 | $46K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 209 | $46K |
| Hanson & Doremus Investment Management | 0.01% | Add +310.2% | 201 | $44K |
| Silicon Valley Capital Partners | 0.00% | New | 200 | $44K |
| SHP Wealth Management | 0.00% | Add +22.4% | 197 | $43K |
| Basepoint Wealth LLC | 0.02% | Add +0.5% | 197 | $43K |
| PFS Partners, LLC | 0.02% | Add +127.4% | 191 | $42K |
| Rialto Wealth Management, LLC | 0.01% | No change | 190 | $42K |
| Wellington Grp LLC | 0.01% | New | 188 | $41K |
| Capital Analysts, LLC | 0.00% | Reduce -98.2% | 188 | $41K |
| Triumph Capital Management | 0.01% | Add +329.3% | 176 | $39K |
| Activest Wealth Management | 0.01% | No change | 175 | $38K |
| Networth Advisors, LLC | 0.03% | No change | 172 | $38K |
| Arax Advisory Partners | 0.00% | Reduce -35.6% | 170 | $37K |
| Ameriflex Group, Inc. | 0.02% | Reduce -7.3% | 166 | $36K |
| Pflug Koory, LLC | 0.02% | No change | 160 | $35K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 160 | $35K |
| Indiana Trust & Investment Management Co | 0.01% | Add +24.0% | 155 | $34K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 155 | $34K |
| Glassman Wealth Services | 0.00% | No change | 150 | $33K |
| SYM FINANCIAL Corp | 0.00% | No change | 150 | $33K |
| Bokf, NA | 0.00% | No change | 150 | $33K |
| Colonial Trust Co / SC | 0.00% | No change | 150 | $32K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 142 | $31K |
| SRH Advisors, LLC | 0.01% | No change | 142 | $31K |
| Bay Harbor Wealth Management, LLC | 0.01% | Reduce -98.9% | 136 | $30K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +8.0% | 135 | $30K |
| Webster Bank, N. A. | 0.00% | Add +28.6% | 135 | $30K |
| Financial Consulate, Inc. | 0.00% | No change | 132 | $29K |
| Tucker Asset Management LLC | 0.01% | Reduce -56.4% | 132 | $29K |
| Team Financial Group, LLC | 0.01% | Add +42.4% | 131 | $29K |
| Dunhill Financial, LLC | 0.01% | Reduce -1.5% | 129 | $28K |
| Clearstead Trust, LLC | 0.00% | New | 129 | $28K |
| Ankerstar Wealth, LLC | 0.03% | New | 125 | $27K |
| Eastern Bank | 0.00% | Add +10.6% | 125 | $27K |
| Fairscale Capital, LLC | 0.02% | No change | 123 | $27K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 123 | $27K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 123 | $27K |
| SWAN Capital LLC | 0.01% | Add +9.3% | 117 | $26K |
| Bogart Wealth, LLC | 0.00% | Add +447.6% | 115 | $25K |
| Larson Financial Group LLC | 0.00% | Add +1287.5% | 111 | $24K |
| New Republic Capital, LLC | 0.01% | Reduce -72.4% | 111 | $24K |
| Destiny Wealth Partners, LLC | 0.00% | New | 110 | $24K |
| Community Financial Services Group, LLC | 0.00% | New | 103 | $23K |
| Versant Capital Management, Inc | 0.00% | New | 101 | $22K |
| Pin Oak Investment Advisors Inc. | 0.02% | New | 100 | $22K |
| Financial Avengers, Inc. | 0.01% | New | 100 | $22K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 100 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $22K |
| NBT Bank, N.A. | 0.00% | Reduce -53.5% | 100 | $22K |
| PlanVest Financial, Inc | 0.02% | — | 98 | $21K |
| Hilton Head Capital Partners, LLC | 0.01% | Add +31.5% | 96 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -20.2% | 95 | $21K |
| Kiker Wealth Management, LLC | 0.01% | New | 92 | $20K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 85 | $19K |
| Capital Investment Counsel, Inc | 0.00% | New | 85 | $19K |
| Advisortrust Partners, LLC | 0.01% | New | 84 | $18K |
| Signature Resources Capital Management, LLC | 0.01% | Add +53.9% | 80 | $18K |
| Highline Wealth Partners LLC | 0.00% | Reduce -44.8% | 80 | $18K |
| Financial Life Planners | 0.01% | New | 78 | $17K |
| Banque Transatlantique SA | 0.00% | New | 75 | $17K |
| Matrix Private Capital Group LLC | 0.01% | No change | 75 | $16K |
| St Germain D J Co. Inc. | 0.00% | New | 75 | $16K |
| Anchor Investment Management, LLC | 0.00% | No change | 72 | $16K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 72 | $16K |
| Heritage Wealth Advisors | 0.00% | No change | 62 | $14K |
| CENTRAL TRUST Co | 0.00% | Add +36.4% | 60 | $13K |
| Strategic Advisory Partners, LLC | 0.01% | New | 56 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 53 | $12K |
| Capital Advisor Network LLC | 0.02% | — | 52 | $11K |
| Pittenger & Anderson Inc. | 0.00% | No change | 52 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 49 | $11K |
| Princeton Global Asset Management LLC | 0.00% | No change | 50 | $11K |
| Trust Co | 0.00% | New | 50 | $11K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 50 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 48 | $11K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 46 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 45 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 45 | $10K |
| 2UniFi Bank | 0.00% | No change | 42 | $9K |
| Nvest Wealth Strategies, Inc. | 0.01% | New | 35 | $8K |
| POM Investment Strategies, LLC | 0.01% | New | 35 | $8K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 35 | $8K |
| Rice Partnership, LLC | 0.00% | New | 35 | $8K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | Reduce -99.4% | 34 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 31 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 28 | $6K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 24 | $5K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -99.1% | 23 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 22 | $5K |
| Pacific Center for Financial Services | 0.00% | New | 21 | $5K |
| Keystone Financial Group, Inc. | 0.00% | New | 19 | $4K |
| Operose Advisors LLC | 0.00% | No change | 19 | $4K |
| Quent Capital, LLC | 0.00% | Reduce -65.5% | 19 | $4K |
| LM Advisors LLC | 0.02% | Add +3.0% | 866 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 18 | $4K |
| Rossby Financial, LCC | 0.00% | New | 16 | $4K |
| Albion Financial Group | 0.00% | New | 15 | $3K |
| Minot DeBlois Advisors LLC | 0.00% | Reduce -40.0% | 15 | $3K |
| Trust Co. of Toledo NA | 0.00% | No change | 15 | $3K |
| Root Financial Partners, LLC | 0.00% | Add +40.0% | 14 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 12 | $3K |
| American National Bank & Trust | 0.00% | No change | 12 | $3K |
| Financial Freedom, LLC | 0.00% | New | 10 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 10 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 10 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 10 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 9 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +350.0% | 9 | $2K |
| Magnolia Wealth Management, LLC | 0.00% | New | 8 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 8 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 6 | $1K |
| Signature Equity Partners, LLC | 0.00% | Reduce -91.4% | 5 | $1K |
| Sage Mountain Advisors LLC | 0.00% | New | 5 | $1K |
| Bullseye Investment Management, LLC | 0.00% | New | 4 | $875 |
| Barrett & Company, Inc. | 0.00% | No change | 3 | $657 |
| Orion Capital Management LLC | 0.00% | New | 2 | $438 |
| Imprint Wealth LLC | 0.00% | No change | 1 | $219 |
| Benson Wealth Management INC | 0.00% | No change | 1 | $219 |
"% of holder's portfolio" is ITA's weight in each manager's 13F, not the share of iShares U.S. Aerospace & Def the manager owns.