iShares U.S. Aerospace & DefITAETF
13F holders, Q2 2026 (June 30)1,043holders +12
105new positions
90sold out
7famous investors
$241.37avg. 13F price*
At the end of Q2 2026, 1,043 institutions reported holding iShares U.S. Aerospace & Def (ITA) in their 13F filings, up 12 from Q1 2026. 105 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($731.4M), Morgan Stanley ($642.1M) and LPL Financial LLC ($562.2M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares U.S. Aerospace & Def
- CUSIP
- 464288760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $106.3M |
| Exits | 90 | $139.2M |
All 13F filers, Q1 2026 → Q2 2026: 3,679,216 shares bought and 3,436,433 shares sold, net +242,783 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,043 holders
| Bank of America Corp. | 0.05% | Add +0.6% | 3,017,072 | $731.4M |
| Morgan Stanley | 0.03% | Reduce -11.7% | 2,648,724 | $642.1M |
| LPL Financial LLC | 0.13% | Reduce -0.1% | 2,318,935 | $562.2M |
| Wells Fargo & Company | 0.06% | Add +6.8% | 1,457,545 | $353.3M |
| Phoenix Financial Ltd. | 2.12% | Add +21978.3% | 1,278,993 | $310.1M |
| Ameriprise Financial Inc. | 0.06% | Add +20.1% | 1,132,506 | $274.6M |
| BlackRock, Inc. | 0.00% | Add +9.4% | 786,640 | $190.7M |
| Raymond James Financial Inc. | 0.05% | Reduce -1.0% | 765,331 | $185.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -6.0% | 655,978 | $159.0M |
| Royal Bank of Canada | 0.03% | Add +10.5% | 617,649 | $149.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +15.9% | 616,653 | $149.5M |
| UBS Group AG | 0.02% | Reduce -65.7% | 592,720 | $143.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.1% | 560,045 | $133.9M |
| Osaic Holdings, Inc. | 0.15% | Add +6.7% | 533,033 | $129.3M |
| MML Investors Services, LLC | 0.20% | Add +20.8% | 403,807 | $97.9M |
| Cetera Investment Advisers | 0.09% | Add +4.4% | 398,559 | $96.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +111.5% | 366,065 | $88.7M |
| Dynasty Wealth Management, LLC | 0.63% | Add +11.3% | 348,483 | $84.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +3.0% | 343,700 | $83.3M |
| Jones Financial Companies LLLP | 0.03% | Add +26.2% | 271,717 | $64.3M |
| Stifel Financial Corp. | 0.04% | Add +1.4% | 218,958 | $53.1M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -6.8% | 214,403 | $52.0M |
| BNP Paribas Financial Markets | 0.03% | Add +249.1% | 207,319 | $50.3M |
| Equitable Holdings, Inc. | 0.29% | Add +20.7% | 202,455 | $49.1M |
| Truist Financial Corp. | 0.06% | Add +4.0% | 193,637 | $46.9M |
| Janney Montgomery Scott LLC | 0.09% | Add +0.3% | 188,688 | $45.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.1% | 177,711 | $43.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +0.8% | 169,244 | $41.0M |
| Sagespring Wealth Partners, LLC | 0.60% | Add +10.1% | 161,313 | $39.1M |
| OpenArc Corporate Advisory, LLC | 0.45% | Add +15.5% | 157,421 | $38.2M |
| Bank of Montreal | 0.01% | Reduce -13.8% | 127,944 | $31.0M |
| AlphaCore Capital LLC | 0.57% | Reduce -5.6% | 126,827 | $30.7M |
| Citigroup Inc. | 0.01% | Add +4.5% | 119,943 | $29.1M |
| IFP Advisors, Inc | 0.48% | Add +2.2% | 109,759 | $26.6M |
| Citadel Advisors | 0.02% | Add +43.9% | 107,690 | $26.1M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +5.9% | 98,679 | $23.9M |
| Cadent Capital Advisors, LLC | 4.58% | Add +6.3% | 91,179 | $22.1M |
| Baird Financial Group, Inc. | 0.03% | Reduce -13.9% | 90,461 | $21.9M |
| Meitav Investment House Ltd. | 0.15% | New | 90,081 | $21.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +8.5% | 89,817 | $21.5M |
| Barclays PLC | 0.01% | Add +17.3% | 88,191 | $21.4M |
| Park Avenue Securities LLC | 0.13% | Reduce -0.4% | 84,794 | $20.6M |
| Private Advisor Group, LLC | 0.09% | Add +37.6% | 79,250 | $19.2M |
| Prospera Financial Services Inc | 0.26% | Add +5.3% | 72,809 | $17.7M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -5.4% | 72,782 | $17.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +6.1% | 71,785 | $17.4M |
| Vestor Capital, LLC | 1.09% | Add +91832.7% | 191,220 | $17.3M |
| MinichMacGregor Wealth Management, LLC | 2.53% | Reduce -46.4% | 68,882 | $16.7M |
| 360 Financial, Inc. | 4.19% | Add +3.3% | 68,015 | $16.5M |
| Diversify Advisory Services, LLC | 0.27% | Add +25.6% | 66,670 | $16.3M |
| Diversify Wealth Management, LLC | 0.27% | Reduce -52.7% | 66,670 | $16.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -15.6% | 66,922 | $16.2M |
| Ferguson Wellman Capital Management, Inc. | 0.20% | Reduce -1.0% | 66,008 | $16.0M |
| Advisory Services Network, LLC | 0.18% | Add +9.2% | 64,909 | $15.7M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -21.6% | 59,421 | $14.4M |
| Independent Financial Group, LLC | 0.26% | Add +1.7% | 56,892 | $13.8M |
| Stone House Investment Management, LLC | 1.79% | Add +13.3% | 55,650 | $13.5M |
| Arkadios Wealth Advisors | 0.21% | Reduce -6.0% | 55,500 | $13.5M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +10.0% | 52,866 | $12.8M |
| WealthCare Investment Partners, LLC | 3.05% | Reduce -0.6% | 51,841 | $12.6M |
| NorthRock Partners, LLC | 0.18% | Add +0.3% | 51,275 | $12.4M |
| Scotia Capital Inc. | 0.05% | Add +18.5% | 50,883 | $12.3M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -48.1% | 48,878 | $11.9M |
| Atria Investments, Inc | 0.12% | Add +6.0% | 48,121 | $11.7M |
| Creative Planning | 0.01% | Add +8.8% | 47,028 | $11.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +32.4% | 46,429 | $11.3M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.33% | New | 44,300 | $10.7M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +104.8% | 43,889 | $10.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -70.0% | 43,602 | $10.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -6.3% | 43,049 | $10.4M |
| Clear Wave Wealth Management LLC | 2.32% | Add +15.6% | 43,008 | $10.4M |
| Merit Financial Group, LLC | 0.06% | Reduce -0.4% | 42,992 | $10.4M |
| J.W. Cole Advisors, Inc. | 0.16% | New | 39,088 | $9.5M |
| Kraft, Davis & Associates, LLC | 1.98% | Add +4.0% | 39,541 | $9.5M |
| Ignite Planners, LLC | 1.29% | Reduce -0.8% | 38,600 | $9.4M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -3.2% | 37,982 | $9.2M |
| MRA Advisory Group | 3.34% | Add +1.0% | 37,956 | $9.2M |
| Harbour Investments, Inc. | 0.12% | Add +2.7% | 37,663 | $9.1M |
| Well Done, LLC | 1.23% | Reduce -7.1% | 37,594 | $9.1M |
| WNY Asset Management, LLC | 0.78% | Add +5.9% | 35,997 | $8.7M |
| Corient Private Wealth LP | 0.01% | Add +7.1% | 35,171 | $8.5M |
| Founders Financial Securities LLC | 0.43% | Reduce -43.3% | 34,670 | $8.4M |
| Trek Financial, LLC | 0.41% | Add +2854.4% | 34,330 | $8.3M |
| Kilter Group LLC | 3.01% | Add +18.9% | 34,326 | $8.3M |
| FOCUS Wealth Advisors, LLC | 3.78% | Reduce -1.0% | 33,667 | $8.2M |
| Tsfg, LLC | 1.01% | Add +133.8% | 32,979 | $8.0M |
| Cadinha & Co. LLC | 1.17% | Reduce -4.9% | 32,693 | $7.9M |
| Mariner, LLC | 0.01% | Reduce -63.8% | 32,463 | $7.9M |
| Tower Research Capital LLC (TRC) | 0.19% | Add +71853.3% | 32,379 | $7.8M |
| Arrien Investments, Inc. | 3.95% | Reduce -2.4% | 32,282 | $7.8M |
| Cottonwood Capital Advisors, LLC | 4.64% | Add +28.5% | 31,762 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -37.8% | 31,731 | $7.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +13.1% | 31,448 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +12.8% | 30,951 | $7.5M |
| EFG International AG | 0.14% | Reduce -31.3% | 30,735 | $7.5M |
| Bluesphere Advisors LLC | 2.30% | Reduce -1.3% | 30,772 | $7.5M |
| Paragon Financial Partners, Inc. | 4.01% | Add +8.7% | 31,115 | $7.5M |
| Yarbrough Capital, LLC | 0.22% | No change | 30,393 | $7.4M |
| Accel Wealth Management | 1.65% | Add +4.8% | 30,190 | $7.3M |
| Xcelsior Advisor Partners LLC | 0.93% | Add +5.8% | 28,932 | $7.0M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -8.1% | 28,656 | $6.9M |
| PW Nova Financial Services LLC | 1.48% | Add +0.8% | 28,444 | $6.9M |
| BCS Private Wealth Management, Inc. | 2.05% | Add +2.7% | 28,094 | $6.8M |
| Blair William & Co. | 0.02% | Reduce -3.8% | 27,875 | $6.8M |
| Principle Wealth Partners LLC | 0.33% | Add +5.6% | 27,311 | $6.6M |
| Fifth Third Securities, Inc. | 0.37% | Reduce -11.2% | 27,082 | $6.6M |
| Focus Partners Wealth | 0.01% | Reduce -1.4% | 27,012 | $6.5M |
| HRT Financial LP | 0.01% | Add +140.2% | 26,891 | $6.5M |
| Summit Financial, LLC | 0.07% | Add +8.1% | 26,886 | $6.5M |
| FMR LLC | 0.00% | Reduce -1.5% | 26,229 | $6.4M |
| Patten & Patten Inc. | 0.33% | Add +27.4% | 25,841 | $6.3M |
| Lineweaver Wealth Advisors, LLC | 0.74% | Add +3.1% | 25,782 | $6.3M |
| Brown Advisory Inc. | 0.01% | Add +192.3% | 25,213 | $6.1M |
| Ausdal Financial Partners, Inc. | 0.24% | Add +45.8% | 24,907 | $6.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +5.6% | 24,786 | $6.0M |
| Littlejohn Financial Services, Inc. | 4.31% | Add +1.6% | 24,472 | $5.9M |
| CX Institutional | 0.17% | Reduce -0.9% | 24,084 | $5.8M |
| Vicus Capital | 0.37% | Add +7.6% | 23,722 | $5.8M |
| Banque Pictet & Cie SA | 0.06% | No change | 23,535 | $5.7M |
| Steele Capital Management, Inc. | 0.21% | Add +2.0% | 23,467 | $5.7M |
| Sigma Planning Corp | 0.14% | Add +18.6% | 23,273 | $5.6M |
| Mosley Wealth Management | 1.79% | Add +1951.7% | 23,205 | $5.6M |
| Apollon Financial, LLC | 0.66% | Reduce -0.9% | 23,157 | $5.6M |
| Ayalon Insurance Comp Ltd. | 0.68% | No change | 22,889 | $5.5M |
| Monument Capital Management | 1.10% | Add +4.6% | 22,661 | $5.5M |
| Western Wealth Management, LLC | 0.18% | Reduce -15.7% | 22,645 | $5.5M |
| 5th Street Advisors, LLC | 2.12% | Reduce -23.2% | 22,526 | $5.5M |
| National Bank of Canada | 0.00% | Add +11.4% | 22,406 | $5.4M |
| Cerity Partners LLC | 0.01% | Reduce -17.5% | 21,895 | $5.3M |
| Lido Advisors, LLC | 0.02% | Add +1.5% | 21,575 | $5.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -83.2% | 21,430 | $5.2M |
| Capstone Wealth Management Group, Inc. | 3.13% | — | 21,426 | $5.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -9.2% | 21,246 | $5.2M |
| Global Retirement Partners, LLC | 0.08% | — | 21,038 | $5.1M |
| Financial Partners Group, Inc | 0.51% | Reduce -5.7% | 20,594 | $5.0M |
| Eschler Asset Management LLP | 8.92% | New | 20,571 | $5.0M |
| Financial Life Advisors | 1.41% | Add +3.5% | 20,433 | $5.0M |
| Stonebridge Financial Group, LLC | 0.67% | — | 20,067 | $4.9M |
| Jackson Square Capital, LLC | 0.68% | Reduce -0.0% | 20,027 | $4.9M |
| Main Street Financial Solutions, LLC | 0.31% | Add +0.5% | 20,019 | $4.9M |
| William John Sempolinski | 1.95% | Reduce -5.5% | 19,893 | $4.8M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +4.7% | 19,717 | $4.8M |
| VestGen Advisors, LLC | 0.14% | Add +333.7% | 19,532 | $4.7M |
| Surience Private Wealth LLC | 4.15% | New | 19,487 | $4.7M |
| Herbst Group, LLC | 2.53% | Add +3.1% | 19,140 | $4.6M |
| World Investment Advisors | 0.08% | Reduce -3.5% | 20,913 | $4.6M |
| Evolution Wealth Advisors, LLC | 0.54% | Add +0.7% | 18,877 | $4.6M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -42.8% | 18,800 | $4.6M |
| Waverly Advisors, LLC | 0.03% | Add +1.6% | 18,777 | $4.6M |
| Beacon Bridge Wealth Partners, LLC | 1.28% | Add +78.3% | 18,516 | $4.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -10.1% | 18,369 | $4.5M |
| Smartleaf Asset Management LLC | 0.14% | No change | 18,590 | $4.4M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -31.6% | 18,241 | $4.4M |
| TigerOak Management, L.L.C. | 1.24% | Add +1.5% | 18,136 | $4.4M |
| EP Wealth Advisors, LLC | 0.02% | Add +6.6% | 18,129 | $4.4M |
| Risk Paradigm Group, LLC | 3.43% | Add +6.9% | 18,058 | $4.4M |
| RPg Family Wealth Advisory, LLC | 0.73% | Add +6.9% | 18,058 | $4.4M |
| Philadelphia Trust Co. | 0.28% | Reduce -0.2% | 18,055 | $4.4M |
| Natixis Advisors, LLC | 0.00% | Add +65.6% | 17,837 | $4.3M |
| BigSur Wealth Management LLC | 1.02% | Reduce -0.2% | 17,564 | $4.3M |
| Cary Street Partners Financial LLC | 0.09% | Add +11.2% | 17,280 | $4.2M |
| Capital Wealth Alliance, LLC | 1.91% | Add +11.5% | 16,946 | $4.1M |
| Foundations Investment Advisors, LLC | 0.04% | Add +30.0% | 16,872 | $4.1M |
| Tudor Financial Inc. | 1.83% | Reduce -4.6% | 16,835 | $4.1M |
| Sowell Financial Services LLC | 0.13% | Add +84.5% | 16,624 | $4.0M |
| MAI Capital Management | 0.02% | Add +97.4% | 16,622 | $4.0M |
| AQR Capital Management | 0.00% | Add +292.3% | 16,604 | $4.0M |
| Oasis Advisors, LLC | 2.55% | New | 16,219 | $3.9M |
| &partners | 0.02% | Add +17.3% | 16,282 | $3.9M |
| Csenge Advisory Group | 0.16% | Add +3.0% | 16,006 | $3.9M |
| Insigneo Advisory Services, LLC | 0.14% | Add +20.2% | 15,859 | $3.8M |
| NewEdge Wealth, LLC | 0.04% | Add +3.5% | 15,660 | $3.8M |
| Certified Advisory Corp | 0.30% | Add +8.3% | 15,596 | $3.8M |
| Capital Fund Management S.A. | 0.03% | New | 15,568 | $3.8M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -37.9% | 15,566 | $3.8M |
| SBI Okasan Asset Management Co.Ltd. | 0.12% | No change | 15,680 | $3.7M |
| Mfa Wealth Advisors, LLC | 0.63% | Reduce -1.9% | 15,251 | $3.7M |
| Gotham Asset Management | 0.01% | Add +24.2% | 15,235 | $3.7M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Reduce -3.5% | 15,205 | $3.7M |
| Principal Securities, Inc. | 0.04% | Reduce -5.8% | 14,828 | $3.6M |
| Trilogy Capital Inc. | 0.14% | Reduce -1.3% | 14,717 | $3.6M |
| FSM Wealth Advisors, LLC | 0.38% | Reduce -2.7% | 14,474 | $3.5M |
| Parallel Advisors, LLC | 0.05% | Add +17.5% | 14,420 | $3.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.09% | Reduce -2.2% | 14,241 | $3.5M |
| Unique Wealth, LLC | 0.39% | Add +12.5% | 13,934 | $3.4M |
| Indie Asset Partners, LLC | 3.22% | Add +4.8% | 13,853 | $3.4M |
| Sharpepoint LLC | 1.68% | Reduce -7.2% | 13,828 | $3.4M |
| Wealth Alliance, LLC | 0.28% | Add +130.9% | 13,765 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -30.0% | 13,528 | $3.3M |
| CIBC Bancorp USA Inc. | 0.00% | Add +16.7% | 13,518 | $3.3M |
| Assetmark, Inc. | 0.01% | Add +4.7% | 13,459 | $3.3M |
| Maxele Advisors, LLC | 2.25% | — | 13,310 | $3.2M |
| Whittier Trust Co. | 0.03% | No change | 12,754 | $3.2M |
| Keystone Financial Group | 0.19% | Add +63.2% | 13,087 | $3.2M |
| Wealth Quarterback LLC | 0.98% | Add +14.8% | 13,080 | $3.2M |
| Tandem Financial, LLC | 1.01% | Add +0.4% | 12,927 | $3.1M |
| KM Capital Management Ltd. | 1.45% | New | 12,702 | $3.1M |
| Calton & Associates, Inc. | 0.45% | Reduce -9.4% | 12,634 | $3.1M |
| Mgo One Seven LLC | 0.05% | Add +4.8% | 12,605 | $3.1M |
| Icon Wealth Advisors, LLC | 0.18% | Add +4.1% | 12,371 | $3.0M |
| Jupiter Wealth Management LLC | 1.19% | No change | 12,249 | $3.0M |
| IFG Advisory, LLC | 0.10% | New | 12,113 | $2.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +50.6% | 12,087 | $2.9M |
| Spire Wealth Management | 0.09% | Add +4.4% | 12,040 | $2.9M |
| Avior Wealth Management, LLC | 0.08% | Add +92.4% | 12,040 | $2.9M |
| Great Diamond Partners, LLC | 0.50% | Add +1.0% | 11,975 | $2.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -67.4% | 11,730 | $2.8M |
| CDKV Holdings LLC | 2.17% | Reduce -3.3% | 11,451 | $2.8M |
| Brookstone Capital Management | 0.03% | Reduce -0.8% | 11,442 | $2.8M |
| New York Life Investment Management LLC | 0.02% | New | 11,233 | $2.7M |
| Base Wealth Management LLC | 1.25% | Add +16.9% | 11,110 | $2.7M |
| Winthrop Capital Management, LLC | 0.65% | Add +1.1% | 11,076 | $2.7M |
| Global Financial Private Client, LLC | 0.73% | Add +6.2% | 11,047 | $2.7M |
| PFG Investments, LLC | 0.10% | Add +6.7% | 10,972 | $2.7M |
| Focus Financial Network, Inc. | 0.08% | Reduce -3.5% | 10,938 | $2.7M |
| Cibc World Market Inc. | 0.00% | Add +6.5% | 10,884 | $2.6M |
| Bank of Nova Scotia | 0.00% | Reduce -47.7% | 10,863 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +6.0% | 10,827 | $2.6M |
| Regions Financial Corp. | 0.02% | Reduce -15.0% | 10,789 | $2.6M |
| JBR Co Financial Management Inc | 0.95% | Reduce -3.9% | 10,752 | $2.6M |
| Fisher Asset Management | 0.00% | Add +0.1% | 10,718 | $2.6M |
| Darwin Wealth Management, LLC | 0.70% | Add +3.5% | 10,553 | $2.6M |
| Axxcess Wealth Management, LLC | 0.04% | New | 10,553 | $2.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +22.7% | 10,486 | $2.5M |
| Captrust Financial Advisors | 0.00% | Add +12.3% | 10,413 | $2.5M |
| Future Financial Wealth Managment LLC | 1.57% | Add +0.6% | 10,542 | $2.5M |
| BlackDiamond Wealth Management, LLC | 1.01% | Add +5.5% | 9,997 | $2.5M |
| Marshall & Sterling Wealth Advisors Inc. | 1.48% | Add +9.9% | 10,335 | $2.5M |
| Benjamin Edwards Inc. | 0.02% | Add +3.4% | 10,304 | $2.5M |
| Sheets Smith Wealth Management | 0.25% | Add +1.3% | 10,270 | $2.5M |
| Systelligence, LLC | 0.41% | Reduce -25.4% | 10,245 | $2.5M |
| Ameritas Advisory Services, LLC | 0.05% | Add +145.6% | 10,183 | $2.5M |
| Dumont & Blake Investment Advisors LLC | 0.55% | Add +1.8% | 10,070 | $2.4M |
| Union Square Park Capital Management, LLC | 1.77% | No change | 10,000 | $2.4M |
| Moors & Cabot, Inc. | 0.09% | Add +0.5% | 9,964 | $2.4M |
| Interactive Financial Advisors, Inc. | 1.46% | Reduce -10.2% | 10,234 | $2.4M |
| Patton Albertson Miller Group, LLC | 0.24% | Add +1.6% | 9,816 | $2.4M |
| BlueCrest Capital Management Ltd | 0.11% | Reduce -1.0% | 9,769 | $2.4M |
| Castle Rock Wealth Management, LLC | 0.46% | Add +24.6% | 9,641 | $2.4M |
| SS&H Financial Advisors, Inc. | 0.60% | — | 9,675 | $2.3M |
| Family Legacy, Inc. | 0.62% | Add +0.3% | 9,609 | $2.3M |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 1.61% | New | 9,569 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +9.2% | 9,567 | $2.3M |
| Centerline Wealth Advisors, LLC | 0.72% | Add +1.0% | 9,510 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -83.2% | 9,441 | $2.3M |
| Intrepid Financial Planning Group LLC | 0.77% | Reduce -1.1% | 9,379 | $2.3M |
| Somerset Group LLC | 1.60% | Add +8.1% | 9,509 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Add +45.4% | 9,265 | $2.2M |
| Ciovacco Capital Management LLC | 0.99% | Reduce -3.7% | 9,145 | $2.2M |
| Global Assets Advisory, LLC | 0.48% | New | 9,048 | $2.2M |
| Ehrenkranz Partners L.P. | 1.27% | New | 9,100 | $2.2M |
| Commerce Bank | 0.01% | Reduce -19.7% | 8,931 | $2.2M |
| Lodestar Private Asset Management LLC | 0.18% | Reduce -9.7% | 8,801 | $2.1M |
| US Bancorp \de | 0.00% | Reduce -8.0% | 8,789 | $2.1M |
| Cardinal Point Capital Management ULC | 0.12% | Add +6.2% | 8,780 | $2.1M |
| Sovran Advisors, LLC | 0.16% | Reduce -4.7% | 8,674 | $2.1M |
| Compass Capital Corp. /Ma/ | 0.69% | Reduce -5.0% | 8,395 | $2.1M |
| Birmingham Capital Management Co. Inc. | 0.80% | No change | 8,650 | $2.1M |
| AE Wealth Management LLC | 0.01% | Add +0.1% | 8,596 | $2.1M |
| Bryn Mawr Trust Advisors, LLC | 0.09% | Reduce -3.2% | 8,525 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +19.5% | 8,478 | $2.1M |
| Artemis Wealth Advisors, LLC | 0.24% | Add +0.1% | 8,426 | $2.0M |
| Vision Retirement, LLC | 0.49% | Reduce -0.3% | 8,414 | $2.0M |
| McGuire Investment Group, LLC | 0.18% | Add +2.2% | 8,412 | $2.0M |
| Sykon Capital LLC | 0.63% | Add +14.6% | 8,394 | $2.0M |
| Capital Advisors, Ltd. LLC | 0.20% | Add +0.6% | 8,330 | $2.0M |
| Beckerman Institutional, LLC | 0.95% | Reduce -2.3% | 8,241 | $2.0M |
| Lee Johnson Capital Management, LLC | 0.61% | Reduce -4.4% | 8,107 | $2.0M |
| Stephen J. Garry & Associates, LLC | 1.42% | Add +1.9% | 8,042 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +25.8% | 8,038 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +6.2% | 8,017 | $1.9M |
| Massachusetts Wealth Management | 0.74% | Add +0.9% | 8,008 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -12.3% | 8,005 | $1.9M |
| Pacific Sun Financial Corp | 0.80% | Add +0.9% | 7,980 | $1.9M |
| Storen Legacy Partners, LLC | 0.52% | Add +8.7% | 7,917 | $1.9M |
| PFG Advisors | 0.10% | Reduce -17.1% | 7,904 | $1.9M |
| Owen LaRue, LLC | 0.67% | Reduce -3.7% | 7,888 | $1.9M |
| Kirtland Hills Capital Management, LLC | 0.54% | Add +61.0% | 7,837 | $1.9M |
| Wedbush Securities Inc. | 0.05% | Reduce -1.2% | 7,782 | $1.9M |
| Knoll Capital Management, LLC | 0.87% | No change | 7,650 | $1.9M |
| Missouri Trust & Investment Co | 0.50% | Reduce -0.6% | 7,705 | $1.8M |
| FLC Capital Advisors | 0.30% | No change | 7,602 | $1.8M |
| Ridgeline Wealth Planning, LLC | 1.16% | Add +9.1% | 7,569 | $1.8M |
| Prepared Retirement Institute LLC | 0.78% | Reduce -2.5% | 7,528 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -0.9% | 7,515 | $1.8M |
| Stephens Inc. | 0.02% | Add +4.8% | 7,506 | $1.8M |
| Fidelis Capital Partners, LLC | 0.10% | No change | 7,470 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Reduce -6.8% | 7,447 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.46% | Add +34.6% | 7,393 | $1.8M |
| Odyssey Capital Advisors, Inc. | 1.28% | Reduce -2.9% | 7,383 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +4.8% | 7,340 | $1.8M |
| Asset One Wealth Management LLC | 0.19% | Add +8.1% | 7,524 | $1.8M |
| Almanack Investment Partners, LLC. | 0.22% | Add +144.9% | 7,241 | $1.8M |
| Cornerstone Advisory, LLC | 0.14% | Add +0.0% | 7,206 | $1.7M |
| Burns J W & Co. Inc. | 0.18% | Reduce -1.5% | 7,074 | $1.7M |
| Essex Financial Services, Inc. | 0.09% | Reduce -7.1% | 7,056 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -44.3% | 7,017 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -1.2% | 7,089 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -1.7% | 6,962 | $1.7M |
| Total Wealth Planning & Management, Inc. | 1.22% | Add +1.1% | 6,926 | $1.7M |
| Salomon & Ludwin, LLC | 0.14% | No change | 6,870 | $1.7M |
| Joseph P. Lucia & Associates, LLC | 0.50% | Add +2.3% | 6,855 | $1.7M |
| Kovack Advisors, Inc. | 0.08% | Reduce -64.3% | 6,817 | $1.7M |
| Ieq Capital, LLC | 0.01% | Add +151.7% | 6,762 | $1.6M |
| Independent Wealth Network Inc. | 0.41% | Add +0.6% | 6,685 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -6.2% | 6,674 | $1.6M |
| Crescent Grove Advisors, LLC | 0.14% | Add +7.1% | 6,602 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +29.8% | 6,601 | $1.6M |
| Landaas & Co. /Wi | 0.29% | Add +3.4% | 6,589 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -1.9% | 6,559 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -19.9% | 6,537 | $1.6M |
| Fifth Third Bancorp | 0.00% | Add +1.4% | 6,475 | $1.6M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +40.7% | 6,461 | $1.6M |
| Vontobel Holding Ltd. | 0.01% | Reduce -5.9% | 6,427 | $1.6M |
| Nova Wealth Management, Inc. | 0.85% | Add +19.5% | 6,385 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.3% | 6,368 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +26.7% | 6,331 | $1.5M |
| Tradition Wealth Management, LLC | 0.09% | Reduce -17.2% | 6,328 | $1.5M |
| Intesa Sanpaolo Wealth Management | 0.31% | Add +5.2% | 6,301 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -72.8% | 6,286 | $1.5M |
| Moulton Wealth Management, Inc. | 1.00% | Add +21.6% | 6,236 | $1.5M |
| Howard Wealth Management, LLC | 0.56% | Reduce -2.7% | 6,234 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.3% | 6,174 | $1.5M |
| HSBC Holdings PLC | 0.00% | Reduce -71.2% | 6,134 | $1.5M |
| Tidal Investments LLC | 0.00% | New | 6,090 | $1.5M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -25.0% | 6,086 | $1.5M |
| Visionary Horizons, LLC | 0.61% | New | 6,040 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +4.3% | 6,006 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.29% | Reduce -0.5% | 5,987 | $1.5M |
| Allen Capital Group, LLC | 0.12% | No change | 5,943 | $1.4M |
| Calamos Wealth Management LLC | 0.04% | Add +4.1% | 5,931 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Reduce -79.1% | 5,751 | $1.4M |
| Ring Mountain Capital, LLC | 0.58% | Add +3.9% | 5,713 | $1.4M |
| Brookwood Investment Group LLC | 0.16% | Reduce -12.3% | 5,702 | $1.4M |
| Able Wealth Management LLC | 0.32% | Reduce -18.5% | 5,681 | $1.4M |
| Kintra Wealth, LLC | 0.07% | Reduce -1.0% | 5,514 | $1.4M |
| Midwest Financial Network, LLC | 0.94% | Reduce -12.4% | 5,671 | $1.4M |
| NWF Advisory Services Inc. | 0.13% | Reduce -8.3% | 5,649 | $1.4M |
| Granite Bay Wealth Management, LLC | 0.13% | New | 5,632 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -9.4% | 5,609 | $1.4M |
| Evergreen Wealth Partners LLC | 0.81% | Add +5.2% | 5,591 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -1.4% | 5,588 | $1.4M |
| MCF Advisors LLC | 0.05% | No change | 5,555 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +2.0% | 5,548 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Add +5.6% | 5,644 | $1.3M |
| Purus Wealth Management, LLC | 0.37% | Reduce -1.2% | 5,491 | $1.3M |
| Realta Investment Advisors | 0.41% | Reduce -30.6% | 5,486 | $1.3M |
| Bfsg, LLC | 0.12% | Add +2.5% | 5,463 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.3% | 5,456 | $1.3M |
| Spreng Capital Management, Inc. | 0.48% | No change | 5,418 | $1.3M |
| Independent Advisor Alliance | 0.03% | Reduce -74.0% | 5,406 | $1.3M |
| Warner Financial, Inc. | 0.38% | No change | 5,386 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +5.0% | 5,356 | $1.3M |
| Ellerson Group Inc. | 0.77% | No change | 5,354 | $1.3M |
| GFS Advisors, LLC | 0.14% | New | 870 | $1.3M |
| Fairview Capital Investment Management, LLC | 0.07% | Add +373.8% | 5,240 | $1.3M |
| Genesee Capital Advisors, LLC | 0.40% | Reduce -29.1% | 5,240 | $1.3M |
| Eddie Patel Inc | 0.76% | New | 5,214 | $1.3M |
| Money Concepts Capital Corp. | 0.06% | Add +122.7% | 5,195 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -72.3% | 5,178 | $1.3M |
| Rehmann Capital Advisory Group | 0.06% | Add +0.0% | 5,109 | $1.2M |
| Savant Capital, LLC | 0.00% | Add +289.5% | 4,962 | $1.2M |
| Ibex Wealth Advisors | 0.10% | Add +1.8% | 5,082 | $1.2M |
| Muirfield Wealth Advisors LLC | 0.80% | Add +6.8% | 5,064 | $1.2M |
| Avondale Wealth Management | 0.50% | Reduce -9.0% | 5,050 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +32.2% | 5,048 | $1.2M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.42% | — | 5,029 | $1.2M |
| Absolute Capital Management, LLC | 0.30% | Reduce -52.9% | 5,024 | $1.2M |
| EPG Wealth Management LLC | 0.29% | Add +8.3% | 5,024 | $1.2M |
| Quattro Financial Advisors LLC | 0.26% | No change | 5,000 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +20.9% | 4,994 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -6.1% | 4,994 | $1.2M |
| Quadcap Wealth Management, LLC | 0.12% | Reduce -1.0% | 4,975 | $1.2M |
| Caprock Group, LLC | 0.02% | Reduce -4.6% | 4,924 | $1.2M |
| Coldstream Capital Management Inc. | 0.01% | Add +3.9% | 4,910 | $1.2M |
| Powell Investment Advisors, LLC | 0.37% | Add +0.1% | 4,885 | $1.2M |
| Northland Securities, Inc. | 0.68% | Add +3.1% | 4,850 | $1.2M |
| Sfmg, LLC | 0.07% | Reduce -10.8% | 4,840 | $1.2M |
| Roxbury Financial LLC | 0.93% | Add +8.4% | 4,839 | $1.2M |
| Safe Harbor Fiduciary, LLC | 0.91% | Add +4.1% | 4,809 | $1.2M |
| ATLas Financial Planning LLC | 0.94% | Add +4.7% | 4,804 | $1.2M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -23.2% | 4,756 | $1.2M |
| JB Capital LLC | 0.04% | Add +22.9% | 4,726 | $1.1M |
| Resolute Wealth Strategies, LLC | 0.44% | Reduce -57.7% | 4,700 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Add +21.7% | 4,653 | $1.1M |
| Secure Asset Management, LLC | 0.16% | Reduce -1.6% | 4,656 | $1.1M |
| Vise Technologies, Inc. | 0.01% | New | 4,652 | $1.1M |
| 1607 Capital Partners, LLC | 0.10% | Reduce -17.7% | 4,645 | $1.1M |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -68.7% | 4,644 | $1.1M |
| Keybank National Association | 0.00% | Add +4.3% | 4,640 | $1.1M |
| Laurel Oak Wealth Management, LLC | 0.16% | Add +2.8% | 4,563 | $1.1M |
| New Wave Wealth Advisors LLC | 0.30% | Reduce -90.4% | 4,558 | $1.1M |
| Rathbones Group PLC | 0.00% | Add +7.2% | 4,541 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -2.5% | 4,499 | $1.1M |
| LiftPoint Family Wealth Advisors LLC | 0.73% | Add +3.8% | 4,472 | $1.1M |
| Wisconsin Wealth Advisors, LLC | 0.93% | Reduce -1.9% | 4,471 | $1.1M |
| Global View Capital Management LLC | 0.22% | Add +67.3% | 4,464 | $1.1M |
| Warner Group LLC | 0.27% | Add +93.9% | 4,444 | $1.1M |
| Integrity Alliance, Llc. | 0.03% | Reduce -84.4% | 4,435 | $1.1M |
| Firestone Capital Management | 0.20% | No change | 4,426 | $1.1M |
| Gen-Wealth Partners Inc | 0.30% | Reduce -33.0% | 4,383 | $1.1M |
| Silverlake Wealth Management LLC | 0.20% | Reduce -0.7% | 4,351 | $1.1M |
| Choreo, LLC | 0.01% | Reduce -45.4% | 4,298 | $1.0M |
| Fusion Capital, LLC | 0.24% | Add +0.1% | 4,284 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.13% | No change | 4,242 | $1.0M |
| Clearwave Capital, LLC | 0.56% | Add +0.1% | 4,222 | $1.0M |
| Ameliora Wealth Management Ltd. | 0.30% | No change | 4,210 | $1.0M |
| Rational Advisors, Inc. | 0.10% | Reduce -21.0% | 4,172 | $1.0M |
| Solstein Capital, LLC | 0.34% | No change | 4,070 | $987K |
| Onyx Bridge Wealth Group LLC | 0.09% | Reduce -2.8% | 4,050 | $982K |
| V2 Financial group LLC | 0.36% | No change | 4,000 | $970K |
| GAMCO Investors | 0.01% | No change | 4,000 | $970K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -9.2% | 3,971 | $963K |
| Schuylkill Financial LLC | 0.89% | — | 3,967 | $962K |
| CRA Financial Services, LLC | 0.11% | Add +8.3% | 3,958 | $959K |
| Private Trust Co. NA | 0.08% | Add +6.6% | 3,922 | $951K |
| Cypress Asset Management Inc. | 0.18% | Add +5.6% | 3,888 | $943K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -10.6% | 3,878 | $940K |
| Betterment LLC | 0.00% | Reduce -14.8% | 3,821 | $926K |
| WealthBridge Capital Management, LLC | 0.18% | Reduce -3.0% | 3,817 | $925K |
| Granville Capital, Inc. | 0.41% | Add +0.1% | 3,810 | $924K |
| Lake Street Private Wealth, LLC | 0.11% | Add +0.0% | 3,800 | $921K |
| Prostatis Group LLC | 0.21% | Reduce -21.8% | 3,795 | $920K |
| Simplex Trading, LLC | 0.02% | New | 3,757 | $911K |
| Hilltop Holdings Inc. | 0.07% | Reduce -18.8% | 3,740 | $907K |
| Guardian Asset Advisors, LLC | 0.41% | Add +3.0% | 3,692 | $895K |
| Advyzon Investment Management, LLC | 0.06% | Reduce -27.1% | 3,674 | $891K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -47.3% | 3,665 | $888K |
| Retirement Wealth Solutions LLC | 0.49% | Add +22.8% | 3,662 | $888K |
| Belvedere Trading LLC | 0.07% | Reduce -59.4% | 3,609 | $875K |
| First Foundation Advisors | 0.03% | Add +9.1% | 3,602 | $873K |
| Ackerman Asset Management, LLC | 0.52% | No change | 3,579 | $868K |
| One Wealth Advisors, LLC | 0.10% | Reduce -20.1% | 3,566 | $864K |
| Unify Financial Advisors | 0.80% | Add +2.9% | 3,560 | $863K |
| Rollins Financial Advisors, LLC | 0.11% | Reduce -48.9% | 3,553 | $861K |
| Ellis Investment Partners, LLC | 0.13% | Add +0.1% | 3,538 | $858K |
| Symphony Financial, Ltd. Co. | 0.09% | Add +17.3% | 3,554 | $850K |
| Mission Hills Financial Advisory, LLC | 0.37% | No change | 3,503 | $849K |
| KKM Financial LLC | 0.12% | Reduce -3.6% | 3,484 | $845K |
| Ritholtz Wealth Management | 0.01% | Reduce -4.2% | 3,484 | $845K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -24.9% | 3,477 | $843K |
| Symphony Financial Services, Inc. | 0.38% | Add +20.8% | 3,467 | $840K |
| 10Elms LLP | 0.38% | Add +68.8% | 3,459 | $839K |
| Nwam LLC | 0.04% | Add +277.1% | 3,458 | $838K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.2% | 3,458 | $838K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +2.3% | 3,452 | $837K |
| Cheviot Value Management, LLC | 0.09% | Add +30.2% | 3,449 | $836K |
| Hudock, Inc. | 0.11% | Add +0.0% | 3,447 | $836K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -1.6% | 3,442 | $834K |
| Wealthgarden F.S. LLC | 0.47% | Reduce -0.3% | 3,398 | $824K |
| StoneX Group Inc. | 0.03% | Reduce -46.7% | 3,365 | $816K |
| Planning Directions Inc. | 0.38% | Add +2.6% | 3,347 | $812K |
| Independent Wealth Advisors LLC | 0.73% | Reduce -2.6% | 3,347 | $811K |
| CVA Family Office, LLC | 0.07% | No change | 3,338 | $809K |
| Darden Wealth Group Inc | 0.32% | Reduce -7.4% | 3,320 | $805K |
| HighPoint Advisor Group LLC | 0.03% | Add +1.9% | 3,320 | $805K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +0.7% | 3,254 | $789K |
| Innovative Asset Advisors Group, LLC | 0.34% | No change | 3,239 | $785K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.0% | 3,222 | $781K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.1% | 3,169 | $768K |
| Sonoma Private Wealth LLC | 0.82% | Reduce -17.7% | 3,143 | $762K |
| Cathy Pareto & Associates, Inc. | 0.44% | Add +6.0% | 3,114 | $755K |
| Afg Fiduciary Services Limited Partnership | 0.59% | New | 3,040 | $755K |
| Centurion Wealth Management LLC | 0.18% | Reduce -19.4% | 3,109 | $754K |
| Centaurus Financial, Inc. | 0.03% | Reduce -6.8% | 3,107 | $753K |
| Arax Advisory Partners | 0.01% | Add +1727.1% | 3,106 | $753K |
| Marshall Wace, LLP | 0.00% | New | 3,100 | $752K |
| Verus Capital Partners, LLC | 0.04% | Add +3.0% | 3,093 | $750K |
| Summit Wealth Partners, LLC | 0.10% | Add +6.7% | 3,039 | $737K |
| Krilogy Financial LLC | 0.02% | Add +2.8% | 3,034 | $736K |
| Magnolia Capital Management Ltd. | 0.50% | Reduce -22.0% | 3,015 | $731K |
| BFI Infinity Ltd. | 0.35% | No change | 2,987 | $724K |
| Nvwm, LLC | 0.15% | Reduce -13.4% | 2,986 | $724K |
| Caldwell Trust Co | 0.06% | Add +7.2% | 2,977 | $722K |
| Midwest Trust Co | 0.01% | Reduce -7.4% | 2,974 | $721K |
| World Equity Group, Inc. | 0.16% | Add +52.9% | 2,960 | $718K |
| Venturi Wealth Management, LLC | 0.03% | Add +1.5% | 2,959 | $717K |
| Register Financial Advisors LLC | 0.22% | Add +0.4% | 2,949 | $715K |
| Interchange Capital Partners, LLC | 0.13% | Add +10.2% | 2,949 | $715K |
| Mullooly Asset Management, Inc. | 0.22% | Add +0.1% | 2,930 | $710K |
| JT Stratford LLC | 0.08% | Add +1.7% | 2,913 | $706K |
| JM2 Capital Inc. | 0.48% | Add +1.5% | 2,912 | $706K |
| Rwa Wealth Partners, LLC | 0.01% | Add +48.8% | 2,895 | $702K |
| HRC Wealth Management, LLC | 0.29% | Add +0.1% | 2,894 | $702K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -3.7% | 2,833 | $701K |
| Modern Wealth Management, LLC | 0.01% | Add +6.0% | 2,872 | $696K |
| Jump Financial, LLC | 0.01% | Add +20.9% | 2,867 | $695K |
| Berkeley Capital Partners, LLC | 0.14% | Add +0.1% | 2,855 | $692K |
| Milestone Asset Management, LLC | 0.11% | Add +38.7% | 2,853 | $692K |
| Cornerstone Management, Inc. | 0.10% | No change | 2,817 | $683K |
| Washington Growth Strategies LLC | 0.38% | No change | 2,816 | $683K |
| Clearstead Advisors, LLC | 0.01% | Reduce -5.7% | 2,813 | $682K |
| One Wealth Capital Management, LLC | 0.19% | Add +27.4% | 2,782 | $674K |
| Magnus Financial Group LLC | 0.05% | Reduce -1.1% | 2,767 | $671K |
| Fox Hill Wealth Management | 0.27% | Add +1.5% | 2,754 | $668K |
| SeaBridge Investment Advisors LLC | 0.10% | Reduce -36.9% | 2,749 | $666K |
| Cahill Financial Advisors Inc. | 0.06% | No change | 2,713 | $658K |
| Compound Planning, Inc. | 0.02% | Add +46.3% | 2,700 | $655K |
| Larry Mathis Financial Planning, LLC | 0.49% | Add +14.4% | 2,678 | $649K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +3.2% | 2,676 | $649K |
| SMART Wealth LLC | 0.14% | New | 2,676 | $649K |
| Nuveen, LLC | 0.00% | New | 2,654 | $643K |
| W1M Asset Management Ltd | 0.01% | No change | 2,651 | $643K |
| Integrated Advisors Network LLC | 0.03% | Reduce -12.3% | 2,644 | $641K |
| Keel Point, LLC | 0.04% | Reduce -78.5% | 2,640 | $640K |
| Quartz Partners, LLC | 0.21% | Reduce -18.7% | 2,628 | $637K |
| New England Private Wealth Advisors LLC | 0.06% | No change | 2,647 | $636K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -27.1% | 2,621 | $635K |
| YANKCOM Partnership | 0.23% | No change | 2,600 | $630K |
| Round Rock Advisors LLC | 0.08% | Reduce -34.6% | 2,584 | $626K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -2.7% | 2,582 | $626K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +13.9% | 2,579 | $625K |
| HB Wealth Management, LLC | 0.00% | Add +1.4% | 2,573 | $624K |
| Duncan Williams Asset Management, LLC | 0.14% | Add +1.1% | 2,565 | $622K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -1.0% | 2,550 | $618K |
| Pinnacle Associates Ltd. | 0.01% | Add +2.4% | 2,519 | $611K |
| Winthrop Advisory Group LLC | 0.04% | Add +80.5% | 2,518 | $610K |
| Merrion Investment Management Co, LLC | 0.29% | Add +25.0% | 2,500 | $606K |
| Leigh Baldwin & Co., LLC | 0.32% | Reduce -16.8% | 2,483 | $602K |
| Rothschild Wealth LLC | 0.05% | Reduce -88.7% | 2,450 | $594K |
| PCG Wealth Advisors, LLC | 0.13% | Add +30.9% | 2,434 | $590K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -23.1% | 2,424 | $588K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -30.4% | 2,417 | $586K |
| Plan Group Financial, LLC | 0.12% | Reduce -56.5% | 2,414 | $585K |
| Founders Financial Alliance, LLC | 0.08% | Add +6.8% | 2,415 | $585K |
| CGN Advisors LLC | 0.04% | No change | 2,406 | $583K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -11.8% | 2,402 | $582K |
| Grantvest Financial Group LLC | 0.34% | Add +3.8% | 2,395 | $581K |
| Private Client Services, LLC | 0.15% | Reduce -1.6% | 2,389 | $579K |
| Kingdom Financial Group LLC. | 0.15% | Reduce -19.1% | 2,386 | $578K |
| IMC-Chicago, LLC | 0.01% | Reduce -16.6% | 2,378 | $576K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -2.1% | 2,371 | $575K |
| Crestwood Advisors Group, LLC | 0.01% | New | 2,358 | $572K |
| Poehling Capital Management, INC. | 0.12% | No change | 2,350 | $570K |
| Wulff, Hansen & Co. | 0.43% | No change | 2,337 | $567K |
| Cypress Wealth Services, LLC | 0.07% | Add +23.6% | 2,313 | $561K |
| Hoxton Planning & Management, LLC | 0.15% | New | 2,312 | $560K |
| Provenance Wealth Advisors, LLC | 0.05% | Add +6.9% | 2,311 | $560K |
| Alexander Labrunerie & Co., Inc. | 0.20% | Add +7.0% | 2,309 | $560K |
| Means Investment Co., Inc. | 0.04% | Add +0.9% | 2,304 | $558K |
| Quantum Portfolio Management LLC | 0.20% | Reduce -1.4% | 2,297 | $557K |
| City Holding Co. | 0.06% | Reduce -8.6% | 2,280 | $553K |
| Lewis Asset Management, LLC | 0.19% | Reduce -1.2% | 2,275 | $552K |
| Simplicity Wealth,LLC | 0.02% | New | 2,266 | $549K |
| Narwhal Capital Management | 0.04% | No change | 2,260 | $548K |
| Financial Management Professionals, Inc. | 0.05% | Reduce -72.1% | 2,249 | $545K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.4% | 2,240 | $543K |
| Edgestream Partners, L.P. | 0.02% | Add +70.1% | 2,221 | $538K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +123.8% | 2,216 | $537K |
| Centerpoint Advisory Group | 0.34% | No change | 2,210 | $536K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 2,206 | $535K |
| Financial Management, Inc. | 0.43% | Add +0.1% | 2,187 | $530K |
| Traction Financial Partners, LLC | 0.28% | No change | 2,150 | $521K |
| Confluence Wealth Services, Inc. | 0.01% | New | 2,150 | $521K |
| Briaud Financial Planning Inc | 0.14% | No change | 2,149 | $521K |
| Eagle Strategies LLC | 0.05% | New | 2,143 | $520K |
| Valmark Advisers, Inc. | 0.01% | Add +59.1% | 2,121 | $514K |
| Keebeck Wealth Management | 0.05% | Reduce -28.8% | 2,084 | $505K |
| ARS Investment Partners, LLC | 0.02% | Reduce -1.9% | 2,084 | $505K |
| Karnit Road Accident Victims Compensation Fund | 0.29% | No change | 2,080 | $504K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 2,081 | $504K |
| Ifrah Financial Services, Inc. | 0.12% | Reduce -0.4% | 2,073 | $503K |
| Chicago Wealth Management, Inc. | 0.17% | Reduce -97.3% | 2,036 | $493K |
| Investment Management Trust, LLC | 0.44% | New | 2,026 | $491K |
| Griffin Asset Management, Inc. | 0.05% | Reduce -0.4% | 2,018 | $489K |
| IMA Advisory Services, Inc. | 0.03% | New | 2,015 | $489K |
| Savvy Advisors, Inc. | 0.01% | Add +46.1% | 2,015 | $488K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 2,000 | $486K |
| Third View Private Wealth, LLC | 0.06% | No change | 2,000 | $485K |
| Hamilton Wealth, LLC | 0.09% | New | 1,994 | $483K |
| Investment Partners Asset Management, Inc. | 0.27% | Reduce -21.5% | 1,983 | $481K |
| LPWM LLC | 0.11% | Add +0.1% | 1,967 | $477K |
| Alteri Wealth LLC | 0.13% | Add +12.2% | 1,966 | $477K |
| Wealth Management Partners, LLC | 0.11% | Reduce -76.6% | 1,966 | $477K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 1,958 | $475K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,950 | $473K |
| Envision Financial Transparency, LLC | 0.40% | New | 3,719 | $471K |
| Argent Trust Co | 0.01% | Reduce -2.8% | 1,929 | $468K |
| Juno Financial Group LLC | 0.16% | Add +0.1% | 1,917 | $465K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 1,915 | $464K |
| Partners Wealth Management, LLC | 0.45% | Reduce -13.8% | 1,913 | $464K |
| CoreCap Advisors, LLC | 0.01% | Reduce -8.1% | 1,909 | $463K |
| Axis Wealth Partners, LLC | 0.22% | Reduce -0.5% | 1,905 | $462K |
| WESPAC Advisors, LLC | 0.22% | No change | 1,901 | $461K |
| Concorde Asset Management, LLC | 0.27% | Reduce -16.4% | 1,900 | $461K |
| Purkiss Capital Advisors LLC | 0.17% | Reduce -23.1% | 1,884 | $457K |
| Winebrenner Capital Management LLC | 0.28% | Reduce -0.1% | 1,881 | $456K |
| Heritage Investment Group, Inc. | 0.06% | No change | 1,881 | $456K |
| Carlson Financial, Inc. | 0.23% | Add +0.2% | 1,882 | $456K |
| Xcel Wealth Management, LLC | 0.11% | Add +31.0% | 1,880 | $456K |
| RMR Capital Management, LLC | 0.31% | No change | 1,860 | $451K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.9% | 1,857 | $450K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,850 | $448K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +4.0% | 1,834 | $445K |
| Fiduciary Alliance LLC | 0.03% | Reduce -5.3% | 1,830 | $444K |
| Marex Group Ltd | 0.00% | Reduce -50.8% | 1,816 | $440K |
| Mayfair Advisory Group, LLC | 0.13% | Reduce -8.6% | 1,830 | $440K |
| McGuire Capital Advisors Inc. | 0.24% | No change | 1,804 | $437K |
| Vermillion Wealth Management, Inc. | 0.10% | Reduce -1.6% | 1,802 | $437K |
| Tepp RIA, LLC | 0.30% | Reduce -79.6% | 1,799 | $436K |
| HCR Wealth Advisors | 0.04% | Reduce -5.5% | 1,799 | $436K |
| Aurora Private Wealth, Inc. | 0.27% | Reduce -7.0% | 1,785 | $433K |
| Burns Matteson Capital Management, LLC | 0.14% | Add +0.1% | 1,781 | $432K |
| Atlatl Advisers LLC | 0.10% | Add +15.7% | 1,772 | $430K |
| ProCore Advisors, LLC | 0.53% | Add +7.5% | 1,769 | $429K |
| Titleist Asset Management, LLC | 0.03% | Add +31.6% | 1,769 | $429K |
| COFG Advisors, LLC | 0.07% | Add +31.3% | 1,767 | $428K |
| L & S Advisors Inc | 0.04% | Add +17.7% | 1,745 | $423K |
| Thompson David Blair | 0.21% | Add +26.6% | 1,716 | $416K |
| Plotkin Financial Advisors, LLC | 0.17% | No change | 1,699 | $412K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.2% | 1,698 | $412K |
| RFG Advisory, LLC | 0.01% | Reduce -12.7% | 1,698 | $412K |
| Kera Capital Partners, Inc. | 0.04% | Add +1.4% | 1,697 | $411K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +2.7% | 1,668 | $404K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -1.8% | 1,667 | $404K |
| Index Technologies Group LLC | 0.32% | Reduce -1.5% | 1,660 | $402K |
| Anson Capital, Inc. | 0.26% | Reduce -6.5% | 1,658 | $402K |
| Verity Asset Management, Inc. | 0.15% | Add +0.1% | 1,654 | $400K |
| Citizens Financial Group Inc. | 0.00% | Add +64.3% | 1,650 | $400K |
| Journey Advisory Group, LLC | 0.03% | No change | 1,650 | $400K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +5.8% | 1,644 | $399K |
| Saxon Interests, Inc. | 0.11% | Reduce -0.1% | 1,633 | $396K |
| Collaborative Wealth Managment Inc. | 0.17% | Add +3.3% | 1,632 | $396K |
| TCFG Investment Advisors, LLC | 0.13% | Reduce -6.1% | 1,601 | $388K |
| Franklin Resources Inc. | 0.00% | Add +13.3% | 1,591 | $386K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.6% | 1,590 | $386K |
| Consolidated Capital Management, LLC | 0.10% | Add +0.7% | 1,588 | $385K |
| HUB Investment Partners, LLC | 0.01% | New | 1,587 | $385K |
| N.E.W. Advisory Services LLC | 0.03% | Add +26.0% | 1,579 | $383K |
| Blue Trust, Inc. | 0.00% | Reduce -18.3% | 1,563 | $379K |
| Wealth Management Nebraska | 0.03% | Add +2.8% | 1,551 | $376K |
| Tactive Advisors, LLC | 0.09% | Reduce -22.5% | 1,550 | $376K |
| Daymark Wealth Partners, LLC | 0.01% | Add +5.2% | 1,550 | $376K |
| Horizon Investments, LLC | 0.00% | Reduce -51.6% | 1,548 | $375K |
| Callan Family Office, LLC | 0.01% | No change | 1,533 | $372K |
| Weaver Consulting Group | 0.08% | Reduce -4.1% | 1,532 | $371K |
| Strategic Blueprint, LLC | 0.02% | Add +8.4% | 1,529 | $371K |
| Endeavor Private Wealth, Inc. | 0.09% | Reduce -39.7% | 1,524 | $369K |
| Carter Financial Group, INC. | 0.19% | Add +0.1% | 1,516 | $367K |
| Sax Wealth Advisors, LLC | 0.01% | Add +8.9% | 1,665 | $364K |
| Gruss & Co., LLC | 0.95% | No change | 1,500 | $364K |
| Segment Wealth Management, LLC | 0.02% | Add +50.0% | 1,500 | $364K |
| JDM Financial Group LLC | 0.12% | No change | 1,496 | $363K |
| Rockland Trust Co. | 0.01% | Reduce -1.6% | 1,493 | $362K |
| Advantage Trust Co | 0.13% | No change | 1,490 | $361K |
| Heritage Wealth Management, Inc. | 0.09% | New | 1,490 | $361K |
| High Net Worth Advisory Group LLC | 0.08% | Reduce -35.8% | 1,486 | $360K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -21.2% | 1,483 | $359K |
| Runnymede Capital Advisors, Inc. | 0.21% | Reduce -5.4% | 1,480 | $359K |
| Ironwood Financial, llc | 0.06% | Add +7.0% | 1,503 | $353K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +9.8% | 1,457 | $353K |
| Natixis | 0.00% | No change | 1,461 | $352K |
| Platt Wealth Management LLC | 0.28% | No change | 1,450 | $351K |
| Platform Technology Partners | 0.06% | No change | 1,444 | $350K |
| LFA - Lugano Financial Advisors SA | 0.21% | No change | 1,437 | $348K |
| Elevate Wealth Advisory, Inc. | 0.20% | No change | 1,437 | $348K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | Add +157.7% | 1,430 | $347K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Add +0.2% | 1,406 | $347K |
| CVFG LLC | 0.04% | Add +1.6% | 1,428 | $346K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,425 | $345K |
| Polaris Investment Advisors, LLC | 0.22% | Reduce -72.2% | 1,418 | $344K |
| Golden State Wealth Management, LLC | 0.03% | Add +18.7% | 1,417 | $344K |
| Glen Eagle Advisors, LLC | 0.04% | Add +4.7% | 1,416 | $343K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,414 | $343K |
| Rinkey Investments | 0.08% | New | 1,412 | $342K |
| Kestra Investment Management, LLC | 0.01% | New | 1,406 | $341K |
| Matauro, LLC | 0.04% | Add +0.1% | 1,405 | $341K |
| Leeward Financial Partners, LLC | 0.09% | No change | 1,401 | $340K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.06% | No change | 1,400 | $339K |
| Regatta Research & Money Management | 0.32% | — | 1,400 | $339K |
| Bramshill Investments, LLC | 0.03% | Reduce -71.6% | 1,390 | $337K |
| BankChampaign, National Association | 0.26% | Reduce -51.0% | 1,385 | $336K |
| Byrne Financial Freedom, LLC | 0.13% | New | 1,371 | $332K |
| Y.D. More Investments Ltd | 0.01% | Add +19.8% | 1,376 | $332K |
| IPG Investment Advisors LLC | 0.05% | Reduce -7.3% | 1,368 | $332K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -44.0% | 1,362 | $330K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -14.2% | 1,355 | $329K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -2.3% | 1,353 | $328K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | New | 1,349 | $327K |
| Wingate Wealth Advisors, Inc. | 0.14% | Add +0.5% | 1,346 | $326K |
| Pure Financial Advisors, LLC | 0.00% | Add +28.5% | 1,338 | $324K |
| Rockport Wealth LLC | 0.05% | No change | 1,337 | $324K |
| Milestone Asset Management Group, LLC | 0.16% | No change | 1,336 | $324K |
| Smith, Moore & Co. | 0.02% | Reduce -4.2% | 1,332 | $323K |
| 1900 Wealth Management LLC | 0.02% | No change | 1,331 | $323K |
| Alterna Wealth Management, Inc. | 0.18% | Reduce -75.1% | 1,323 | $321K |
| Pinnacle Family Advisors, LLC | 0.13% | New | 1,320 | $320K |
| BCGM Wealth Management, LLC | 0.07% | Add +30.0% | 1,318 | $320K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -4.9% | 1,311 | $318K |
| Winch Advisory Services, LLC | 0.07% | Add +0.1% | 1,311 | $318K |
| SBI Securities Co., Ltd. | 0.01% | Add +20.5% | 1,307 | $317K |
| Ballew Advisors, Inc | 0.16% | Reduce -3.0% | 1,275 | $316K |
| Biltmore Family Office, LLC | 0.04% | No change | 1,299 | $315K |
| Mountain Capital Investment Advisors Inc. | 0.04% | Reduce -7.0% | 1,298 | $315K |
| Apeiron RIA LLC | 0.08% | Reduce -63.0% | 1,292 | $313K |
| Tidemark, LLC | 0.07% | Add +0.4% | 1,282 | $311K |
| Russell Investments Group, Ltd. | 0.00% | Add +9.5% | 1,275 | $309K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -10.8% | 1,266 | $307K |
| Sentinel Pension Advisors, LLC | 0.04% | Reduce -3.6% | 1,329 | $307K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,262 | $306K |
| Zullo Investment Group, Inc. | 0.10% | Reduce -8.2% | 1,255 | $304K |
| Moneco Advisors, LLC | 0.02% | Reduce -2.7% | 1,252 | $303K |
| Planning Strategies Inc. | 0.19% | — | 1,250 | $303K |
| ELCO Management Co., LLC | 0.13% | Reduce -28.6% | 1,250 | $303K |
| Modera Wealth Management, LLC | 0.00% | No change | 1,248 | $303K |
| Perennial Advisors, LLC | 0.05% | New | 1,247 | $302K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +17.1% | 1,244 | $302K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,239 | $300K |
| Stevens Capital Partners | 0.06% | Add +21.4% | 1,239 | $300K |
| Composition Wealth, LLC | 0.00% | Add +2.1% | 1,236 | $300K |
| Centric Wealth Management | 0.05% | No change | 1,395 | $299K |
| Gallagher Capital Advisors, LLC | 0.17% | Add +0.1% | 1,233 | $299K |
| Diversified Trust Co. | 0.00% | Add +1.5% | 1,230 | $298K |
| Simon Quick Advisors, LLC | 0.01% | New | 1,222 | $296K |
| Wealthcare Capital Partners, LLC | 0.12% | Add +15.9% | 1,221 | $296K |
| Cura Wealth Advisors, LLC | 0.13% | Add +19.0% | 1,220 | $296K |
| Sard Wealth Management Group, LLC | 0.14% | Add +0.1% | 1,220 | $296K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -6.0% | 1,216 | $295K |
| Kingsbury Capital Investment Advisors LLC | 0.25% | Reduce -63.7% | 1,210 | $293K |
| KMT Wealth Management, LLC | 0.25% | New | 1,210 | $293K |
| Forza Wealth Management, LLC | 0.09% | No change | 1,210 | $293K |
| Safeguard Investment Advisory Group, LLC | 0.07% | New | 1,208 | $293K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | No change | 1,205 | $292K |
| Holderness Investments Co. | 0.05% | No change | 1,204 | $292K |
| Quantum Financial Partners LLC | 0.15% | — | 1,201 | $291K |
| Eagle Global Advisors LLC | 0.01% | No change | 1,200 | $291K |
| Silver Oak Securities, Incorporated | 0.02% | Add +20.7% | 1,190 | $289K |
| Horizon Wealth Management, LLC | 0.04% | No change | 1,190 | $288K |
| Value Investment Professionals, LLC | 0.24% | New | 1,188 | $288K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -10.4% | 1,185 | $287K |
| Advocate Investing Services LLC | 0.22% | Add +19.8% | 1,180 | $286K |
| SFG Wealth Management, LLC. | 0.10% | Add +9.3% | 1,179 | $286K |
| Procyon Advisors, LLC | 0.01% | Reduce -0.1% | 1,175 | $285K |
| Ironwood Investment Counsel, LLC | 0.04% | Add +0.1% | 1,170 | $284K |
| TRUE Private Wealth Advisors | 0.02% | Reduce -6.9% | 1,166 | $283K |
| FNY Investment Advisers, LLC | 0.10% | New | 1,164 | $282K |
| Tobias Financial Advisors, Inc. | 0.04% | No change | 1,155 | $280K |
| Visionary Wealth Advisors | 0.01% | Add +2.3% | 1,133 | $275K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -0.8% | 1,132 | $274K |
| Blalock Williams, LLC | 0.18% | New | 1,127 | $273K |
| Zacks Investment Management | 0.00% | Reduce -1.2% | 1,125 | $273K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 1,124 | $272K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -3.5% | 1,096 | $272K |
| Mason & Associates Inc | 0.04% | No change | 1,122 | $272K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -7.0% | 1,175 | $272K |
| Nadler Financial Group, Inc. | 0.02% | New | 1,120 | $272K |
| Synergy Investment Management, LLC | 0.07% | Reduce -26.4% | 1,116 | $271K |
| Corecam Pte. Ltd. | 0.10% | New | 1,110 | $269K |
| Fairvoy Private Wealth, LLC | 0.05% | New | 1,108 | $269K |
| Verum Partners LLC | 0.04% | New | 1,107 | $268K |
| Herold Advisors, Inc. | 0.05% | Reduce -2.6% | 1,112 | $268K |
| PeakShares LLC | 0.20% | No change | 1,100 | $267K |
| Montecito Bank & Trust | 0.04% | Reduce -3.5% | 1,099 | $266K |
| First National Trust Co | 0.01% | No change | 1,098 | $266K |
| Werba Rubin Papier Wealth Management | 0.03% | Reduce -10.8% | 1,093 | $265K |
| Stelac Advisory Services LLC | 0.05% | No change | 1,090 | $264K |
| PUREfi Wealth, LLC | 0.14% | New | 1,085 | $263K |
| Ancora Advisors LLC | 0.01% | Reduce -6.7% | 1,081 | $262K |
| QRG Capital Management, Inc. | 0.00% | Reduce -14.8% | 1,080 | $262K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.9% | 1,073 | $260K |
| Deutsche Bank AG | 0.00% | No change | 1,071 | $260K |
| Zenith Solutions, Inc. | 0.23% | — | 1,063 | $258K |
| Vigilare Wealth Management | 0.08% | No change | 1,061 | $257K |
| Three Cord True Wealth Management, LLC | 0.12% | No change | 1,060 | $257K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 1,060 | $257K |
| Maltin Wealth Management, Inc. | 0.09% | Reduce -0.8% | 1,054 | $256K |
| Investment Planning Advisors, Inc. | 0.06% | No change | 1,054 | $256K |
| Shared Vision Wealth Group LLC | 0.09% | New | 1,052 | $255K |
| Caliber Wealth Management, LLC / KS | 0.02% | New | 1,050 | $255K |
| Asempa Wealth Advisors | 0.19% | Add +9.4% | 1,045 | $253K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,057 | $253K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -90.8% | 1,042 | $253K |
| Bravias Capital Group, LLC | 0.15% | Add +10.7% | 1,037 | $251K |
| LexAurum Advisors, LLC | 0.03% | No change | 1,037 | $251K |
| Black Diamond Financial, LLC | 0.02% | Reduce -2.0% | 1,033 | $251K |
| AlTi Global, Inc. | 0.01% | No change | 1,033 | $250K |
| Florida Financial Advisors, LLC | 0.04% | Reduce -43.5% | 1,031 | $250K |
| PKS Advisory Services, LLC | 0.04% | New | 1,031 | $250K |
| Sound Income Strategies, LLC | 0.01% | Reduce -22.3% | 1,031 | $250K |
| Guerra Pan Advisors, LLC | 0.14% | Reduce -13.0% | 1,030 | $250K |
| Toronto Dominion Bank | 0.00% | New | 1,022 | $248K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +85.1% | 1,020 | $247K |
| Ascent Group, LLC | 0.01% | Add +0.5% | 1,017 | $247K |
| Viewpoint Investment Partners Corp. | 0.09% | No change | 775 | $246K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 1,015 | $246K |
| USAdvisors Wealth Management, LLC | 0.07% | Add +0.1% | 1,018 | $246K |
| Saxony Capital Management, LLC | 0.11% | Reduce -23.3% | 1,012 | $245K |
| Caerus Investment Advisors, LLC | 0.08% | No change | 1,010 | $245K |
| ONE Advisory Partners, LLC | 0.07% | Reduce -5.3% | 1,008 | $244K |
| Avalon Trust Co | 0.01% | Reduce -33.3% | 1,000 | $242K |
| HC Advisors, LLC | 0.15% | No change | 1,000 | $242K |
| Schulhoff & Co. Inc. | 0.10% | No change | 1,000 | $242K |
| Nepc LLC | 0.00% | New | 1,000 | $242K |
| Resolute Wealth Advisor, Inc. | 0.14% | No change | 1,105 | $242K |
| Sanchez Gaunt Capital Management, LLC | 0.14% | No change | 997 | $242K |
| WESPAC Advisors SoCal, LLC | 0.04% | No change | 992 | $240K |
| WealthShield Partners, LLC | 0.04% | Reduce -59.5% | 989 | $240K |
| Kesler, Norman & Wride, LLC | 0.04% | Reduce -61.6% | 986 | $239K |
| Chung Wu Investment Group, LLC | 0.15% | Reduce -13.4% | 970 | $235K |
| Johnson Investment Counsel Inc. | 0.00% | New | 966 | $234K |
| NFSG Corp | 0.03% | Add +4.6% | 962 | $233K |
| Lanark Financial, Inc. | 0.02% | Reduce -15.9% | 962 | $233K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.5% | 961 | $233K |
| Fortis Capital Advisors, LLC | 0.03% | New | 961 | $233K |
| Huntleigh Advisors, Inc. | 0.03% | New | 959 | $232K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 953 | $231K |
| Retirement Planning Group, LLC | 0.01% | New | 950 | $230K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | No change | 950 | $230K |
| Eagle Capital Management, LLC | 0.08% | No change | 945 | $229K |
| Hilltop Partners LLC | 0.06% | New | 944 | $229K |
| ZynergyRetirementPlanningLLC | 0.12% | No change | 940 | $228K |
| City State Bank | 0.05% | Add +15.3% | 940 | $228K |
| Wesbanco Bank Inc. | 0.01% | No change | 937 | $227K |
| Bellwether Advisors, LLC | 0.03% | No change | 935 | $227K |
| Scarborough Advisors, LLC | 0.03% | Reduce -19.9% | 968 | $226K |
| Millennium Management | 0.00% | Reduce -59.7% | 930 | $225K |
| Highline Wealth Partners LLC | 0.05% | Add +1050.0% | 920 | $223K |
| Harmony Asset Management LLC | 0.06% | Reduce -1.7% | 917 | $222K |
| E&G Advisors, LLC | 0.04% | New | 910 | $221K |
| Marco Investment Management LLC | 0.01% | New | 900 | $218K |
| Invictus Private Wealth, LLC | 0.01% | New | 900 | $218K |
| Trust Co. of Vermont | 0.01% | — | 893 | $216K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 890 | $216K |
| Quad-Cities Investment Group, LLC | 0.08% | New | 886 | $215K |
| Brighton Jones LLC | 0.00% | New | 883 | $214K |
| Intrua Financial, LLC | 0.02% | New | 881 | $214K |
| Bessemer Group Inc. | 0.00% | New | 880 | $213K |
| Lynx Investment Advisory | 0.07% | New | 876 | $212K |
| Archer Investment Management, LLC | 0.07% | Reduce -13.0% | 873 | $212K |
| Berger Financial Group, Inc | 0.01% | New | 869 | $211K |
| Selective Wealth Management, Inc. | 0.06% | New | 909 | $210K |
| Wealth Effects LLC | 0.06% | Reduce -7.2% | 861 | $209K |
| Manchester Capital Management LLC | 0.03% | No change | 860 | $208K |
| Mather Group, Llc. | 0.00% | Reduce -7.9% | 837 | $203K |
| Barnes Dennig Private Wealth Management LLC | 0.16% | No change | 831 | $201K |
| Aldebaran Financial Inc. | 0.16% | Reduce -16.0% | 830 | $201K |
| ExodusPoint Capital Management, LP | 0.00% | Add +10.7% | 830 | $201K |
| McClarren Financial Advisors, Inc. | 0.10% | New | 827 | $200K |
| Allstreet Capital Advisors LLC | 0.13% | New | 826 | $200K |
| Bellevue Asset Management, LLC | 0.09% | No change | 809 | $196K |
| Mb, Levis & Associates, LLC | 0.07% | Add +0.6% | 802 | $194K |
| Signaturefd, LLC | 0.00% | Add +141.9% | 796 | $193K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -0.1% | 778 | $190K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -25.3% | 780 | $189K |
| SHP Wealth Management | 0.01% | Add +289.3% | 767 | $186K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -8.3% | 731 | $177K |
| Acropolis Investment Management, LLC | 0.01% | No change | 720 | $175K |
| Coastline Trust Co | 0.01% | New | 700 | $170K |
| Aviso Financial Inc. | 0.01% | No change | 696 | $169K |
| Compass Financial Management LLC | 0.02% | — | 692 | $168K |
| North Star Investment Management Corp. | 0.01% | No change | 662 | $160K |
| Wagner Wealth Management, LLC | 0.03% | Add +0.1% | 659 | $160K |
| Central Pacific Bank - Trust Division | 0.02% | No change | 656 | $159K |
| Group One Trading LLC | 0.00% | Reduce -7.2% | 620 | $150K |
| Financial Perspectives, Inc | 0.04% | No change | 611 | $148K |
| Bulwark Capital Corp | 0.08% | Reduce -17.6% | 607 | $147K |
| McMillan Office, Inc. | 0.02% | No change | 600 | $145K |
| Commonwealth Retirement Investments LLC | 0.04% | New | 587 | $142K |
| Evermay Wealth Management LLC | 0.01% | No change | 582 | $141K |
| Islay Capital Management, LLC | 0.07% | New | 580 | $141K |
| Swisher Financial Concepts, Inc. | 0.09% | Reduce -61.4% | 571 | $138K |
| Salem Investment Counselors Inc. | 0.00% | No change | 565 | $137K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.10% | Reduce -22.5% | 560 | $136K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 560 | $136K |
| Guardian Partners Inc. | 0.01% | New | 555 | $135K |
| UMB Bank, n.a. | 0.00% | No change | 550 | $133K |
| Activest Wealth Management | 0.03% | Add +210.9% | 544 | $132K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -4.6% | 542 | $131K |
| Twin Tree Management, LP | 0.02% | Add +30.7% | 537 | $130K |
| Capital Analysts, LLC | 0.00% | Add +172.3% | 512 | $124K |
| Godsey & Gibb, Inc. | 0.01% | No change | 510 | $124K |
| Parkside Financial Bank & Trust | 0.01% | No change | 500 | $121K |
| Valley National Advisers Inc. | 0.01% | Add +41.5% | 481 | $117K |
| Cassaday & Co Wealth Management LLC | 0.00% | Add +1.8% | 466 | $113K |
| Hollencrest Capital Management | 0.01% | No change | 462 | $112K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -25.5% | 441 | $107K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +33.7% | 440 | $107K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.9% | 429 | $104K |
| Consultiva Wealth Management, Corp. | 0.23% | No change | 425 | $103K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -93.4% | 424 | $103K |
| Buck Wealth Strategies, LLC | 0.01% | New | 423 | $103K |
| Costello Asset Management, INC | 0.03% | No change | 421 | $102K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 417 | $101K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 412 | $100K |
| Clark Wealth Partners | 0.05% | Add +0.3% | 398 | $96K |
| Rothschild Investment LLC | 0.00% | Reduce -8.7% | 397 | $96K |
| Hughes Financial Services, LLC | 0.01% | No change | 385 | $93K |
| First Horizon Corp. | 0.00% | Reduce -50.0% | 377 | $91K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $88K |
| Key Financial Inc | 0.01% | No change | 360 | $87K |
| Aventura Private Wealth, LLC | 0.03% | Add +34.7% | 357 | $87K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 356 | $86K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -27.6% | 355 | $86K |
| Oakworth Capital, Inc. | 0.00% | No change | 350 | $85K |
| Hantz Financial Services, Inc. | 0.00% | Add +12.0% | 326 | $79K |
| Bernard Wealth Management Corp. | 0.03% | No change | 325 | $79K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 315 | $77K |
| J.Safra Asset Management Corp | 0.00% | New | 303 | $73K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 300 | $73K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 300 | $73K |
| Dynamic Wealth Strategies, LLC | 0.04% | Reduce -73.2% | 285 | $69K |
| Markowski Investments | 0.01% | — | 280 | $68K |
| Redwood Park Advisors LLC | 0.05% | No change | 277 | $67K |
| Avion Wealth | 0.01% | Add +8.3% | 275 | $66K |
| Harbor Asset Planning, Inc. | 0.05% | No change | 272 | $66K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 270 | $65K |
| REAP Financial Group, LLC | 0.01% | No change | 268 | $65K |
| Adirondack Trust Co. | 0.02% | No change | 266 | $64K |
| Copia Wealth Management | 0.04% | Add +2.4% | 257 | $62K |
| DT Investment Partners, LLC | 0.00% | No change | 255 | $62K |
| Cypress Capital Management LLC (WY) | 0.05% | Reduce -1.9% | 255 | $62K |
| WPG Advisers, LLC | 0.04% | No change | 255 | $62K |
| Community Financial Services Group, LLC | 0.01% | Add +142.7% | 250 | $61K |
| Concord Wealth Partners | 0.01% | New | 248 | $60K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 247 | $60K |
| Abound Wealth Management | 0.01% | No change | 238 | $58K |
| Downshift Financial, LLC | 0.02% | New | 226 | $55K |
| HHM Wealth Advisors, LLC | 0.01% | Add +0.5% | 225 | $55K |
| ESL Trust Services, LLC | 0.01% | No change | 224 | $54K |
| SouthState Bank Corp | 0.00% | New | 222 | $54K |
| Marshall Investment Management, LLC | 0.02% | Reduce -21.4% | 220 | $53K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -6.4% | 220 | $53K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 220 | $53K |
| 1 North Wealth Services LLC | 0.02% | No change | 216 | $52K |
| Lodestone Wealth Management LLC | 0.02% | Reduce -11.9% | 214 | $52K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 212 | $51K |
| Fiduciary Financial Advisors | 0.01% | New | 211 | $51K |
| LifeSteps Financial, Inc. | 0.02% | New | 211 | $51K |
| Bangor Savings Bank | 0.00% | New | 204 | $49K |
| Basepoint Wealth LLC | 0.03% | Add +2.0% | 201 | $49K |
| Fortitude Family Office, LLC | 0.01% | New | 200 | $48K |
| Hager Investment Management Services, LLC | 0.02% | Reduce -14.8% | 195 | $47K |
| Kiker Wealth Management, LLC | 0.02% | Add +108.7% | 192 | $47K |
| PFS Partners, LLC | 0.02% | No change | 191 | $46K |
| Rialto Wealth Management, LLC | 0.01% | No change | 190 | $46K |
| Fourth Dimension Wealth, LLC | 0.01% | New | 184 | $45K |
| Key Capital Management, INC | 0.02% | New | 180 | $44K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -33.1% | 176 | $43K |
| Signature Resources Capital Management, LLC | 0.02% | Add +118.8% | 175 | $42K |
| Colonial Trust Co / SC | 0.01% | Add +15.3% | 173 | $41K |
| Ameriflex Group, Inc. | 0.02% | No change | 166 | $40K |
| Wolff Wiese Magana LLC | 0.02% | Reduce -52.7% | 164 | $40K |
| Triumph Capital Management | 0.01% | Reduce -8.0% | 162 | $39K |
| Pflug Koory, LLC | 0.02% | No change | 160 | $39K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 160 | $39K |
| Networth Advisors, LLC | 0.02% | Reduce -9.3% | 156 | $38K |
| Glassman Wealth Services | 0.00% | No change | 150 | $36K |
| SYM FINANCIAL Corp | 0.00% | No change | 150 | $36K |
| Bokf, NA | 0.00% | No change | 150 | $36K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 142 | $34K |
| SRH Advisors, LLC | 0.01% | No change | 142 | $34K |
| Dunhill Financial, LLC | 0.01% | Add +5.4% | 136 | $33K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 135 | $33K |
| Webster Bank, N. A. | 0.00% | No change | 135 | $33K |
| Financial Consulate, Inc. | 0.00% | No change | 132 | $32K |
| Ankerstar Wealth, LLC | 0.03% | No change | 125 | $30K |
| Indiana Trust & Investment Management Co | 0.01% | Reduce -19.4% | 125 | $30K |
| Tucker Asset Management LLC | 0.01% | Reduce -5.3% | 125 | $30K |
| Fairscale Capital, LLC | 0.02% | No change | 123 | $30K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 123 | $30K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 123 | $30K |
| Robinswood Financial LLC | 0.01% | New | 123 | $30K |
| SWAN Capital LLC | 0.01% | Add +4.3% | 122 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +26.3% | 120 | $29K |
| New Republic Capital, LLC | 0.01% | No change | 111 | $27K |
| Continuum Advisory, LLC | 0.00% | New | 108 | $26K |
| Rakuten Securities, Inc. | 0.01% | New | 102 | $25K |
| Eastern Bank | 0.00% | Reduce -18.4% | 102 | $25K |
| Financial Avengers, Inc. | 0.01% | No change | 100 | $24K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 100 | $24K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $24K |
| NBT Bank, N.A. | 0.00% | No change | 100 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -52.1% | 100 | $24K |
| PlanVest Financial, Inc | 0.02% | No change | 98 | $24K |
| Nvest Wealth Strategies, Inc. | 0.01% | Add +177.1% | 97 | $24K |
| HM Payson & Co. | 0.00% | New | 87 | $21K |
| Anchor Bay Capital, Inc. | 0.01% | — | 81 | $20K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 81 | $20K |
| Financial Life Planners | 0.01% | No change | 78 | $19K |
| Matrix Private Capital Group LLC | 0.01% | No change | 75 | $18K |
| St Germain D J Co. Inc. | 0.00% | No change | 75 | $18K |
| Larson Financial Group LLC | 0.00% | Reduce -34.2% | 73 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 72 | $18K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -99.3% | 100 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 72 | $17K |
| Heritage Wealth Advisors | 0.00% | No change | 62 | $15K |
| Byrne Asset Management LLC | 0.01% | New | 60 | $15K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -98.0% | 59 | $14K |
| Bogart Wealth, LLC | 0.00% | Reduce -49.6% | 58 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +20.4% | 59 | $14K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -1.9% | 52 | $13K |
| Pittenger & Anderson Inc. | 0.00% | No change | 52 | $13K |
| Princeton Global Asset Management LLC | 0.00% | No change | 50 | $12K |
| Trust Co | 0.00% | No change | 50 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 50 | $12K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -75.6% | 49 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 48 | $12K |
| CENTRAL TRUST Co | 0.00% | Reduce -20.0% | 48 | $12K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 46 | $11K |
| High Note Wealth, LLC | 0.00% | No change | 45 | $11K |
| NBH Bank | 0.00% | — | 42 | $10K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -58.3% | 40 | $10K |
| Raleigh Capital Management Inc. | 0.00% | Add +65.2% | 38 | $9K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 35 | $8K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | No change | 34 | $8K |
| Highland Investment Advisors LLC | 0.00% | — | 33 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 31 | $8K |
| Montgomery Financial Services LLC | 0.01% | — | 30 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 28 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 27 | $7K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 24 | $6K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 22 | $5K |
| Pacific Center for Financial Services | 0.00% | No change | 21 | $5K |
| Keystone Financial Group, Inc. | 0.00% | No change | 19 | $5K |
| Fortis Group Advisors, LLC | 0.00% | New | 19 | $5K |
| Quent Capital, LLC | 0.00% | No change | 19 | $5K |
| Nemes Rush Group LLC | 0.00% | No change | 18 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 16 | $4K |
| Minot DeBlois Advisors LLC | 0.00% | No change | 15 | $4K |
| Trust Co. of Toledo NA | 0.00% | No change | 15 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 12 | $3K |
| Blueline Advisors LLC | 0.00% | New | 24 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 10 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 10 | $2K |
| Signature Equity Partners, LLC | 0.00% | Add +100.0% | 10 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 10 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 9 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 8 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 6 | $1K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 6 | $1K |
| Sage Mountain Advisors LLC | 0.00% | No change | 5 | $1K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 4 | $971 |
| Bullseye Investment Management, LLC | 0.00% | No change | 4 | $970 |
| LM Advisors LLC | 0.00% | Add +356.9% | 3,957 | $959 |
| Barrett & Company, Inc. | 0.00% | No change | 3 | $728 |
| Atwood & Palmer Inc. | 0.00% | New | 3 | $728 |
| Richard W. Paul & Associates, LLC | 0.00% | New | 3 | $727 |
| Orion Capital Management LLC | 0.00% | No change | 2 | $485 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -77.8% | 2 | $485 |
| Imprint Wealth LLC | 0.00% | No change | 1 | $242 |
| Benson Wealth Management INC | 0.00% | No change | 1 | $242 |
"% 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.