iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q1 2026 (March 31)869holders −13
63new positions
69sold out
4famous investors
$154.94avg. 13F price*
At the end of Q1 2026, 869 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, down 13 from Q4 2025. 63 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($8.2B), Morgan Stanley ($2.3B) and LPL Financial LLC ($2.2B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core S&P U.S. Growth
- CUSIP
- 464287671
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $130.8M |
| Exits | 69 | $96.8M |
All 13F filers, Q4 2025 → Q1 2026: 15,866,458 shares bought and 2,745,407 shares sold, net +13,121,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 869 holders
| Bank of America Corp. | 0.60% | Add +21.3% | 52,774,558 | $8.2B |
| Morgan Stanley | 0.14% | Add +3.9% | 14,545,035 | $2.3B |
| LPL Financial LLC | 0.59% | Add +1.1% | 14,379,337 | $2.2B |
| Jones Financial Companies LLLP | 0.49% | Add +25.9% | 6,741,171 | $1.0B |
| Envestnet Asset Management Inc. | 0.12% | Add +24.5% | 2,868,030 | $444.9M |
| Merit Financial Group, LLC | 2.25% | Add +20.1% | 1,954,232 | $303.1M |
| Blue Trust, Inc. | 3.32% | Reduce -0.2% | 1,867,421 | $289.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.9% | 1,574,489 | $234.8M |
| Raymond James Financial Inc. | 0.07% | Reduce -1.6% | 1,428,813 | $221.6M |
| UBS Group AG | 0.04% | Add +14.2% | 1,367,788 | $212.2M |
| Natixis Advisors, LLC | 0.29% | Add +43.3% | 1,346,436 | $208.8M |
| Royal Bank of Canada | 0.04% | Add +13.6% | 1,220,118 | $189.3M |
| Kestra Investment Management, LLC | 3.03% | Add +0.2% | 1,133,813 | $175.9M |
| Wells Fargo & Company | 0.04% | Reduce -2.4% | 1,132,394 | $175.6M |
| PNC Financial Services Group, Inc. | 0.10% | Add +10.8% | 1,114,250 | $172.8M |
| Facet Wealth, Inc. | 2.19% | Add +5.3% | 813,996 | $126.3M |
| Benjamin Edwards Inc. | 1.21% | Add +10.6% | 787,337 | $122.1M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -26.1% | 776,775 | $120.5M |
| FMR LLC | 0.01% | Add +1.4% | 696,328 | $108.0M |
| Cetera Investment Advisers | 0.11% | Add +3.6% | 638,079 | $99.0M |
| SHP Wealth Management | 5.81% | Add +6.5% | 496,636 | $77.0M |
| Blair William & Co. | 0.21% | Add +14.0% | 478,278 | $74.2M |
| HighTower Advisors, LLC | 0.08% | Reduce -18.7% | 465,118 | $72.1M |
| Citizens Financial Group Inc. | 0.97% | Reduce -3.8% | 449,559 | $69.7M |
| Corient Private Wealth LP | 0.10% | Add +25.3% | 443,651 | $68.9M |
| Allworth Financial LP | 0.27% | Reduce -0.2% | 431,049 | $66.9M |
| Madison Wealth Partners, Inc | 10.16% | Add +2.3% | 410,554 | $63.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.6% | 393,461 | $61.0M |
| Osaic Holdings, Inc. | 0.09% | Reduce -4.9% | 378,854 | $58.8M |
| Modera Wealth Management, LLC | 0.65% | Add +1.5% | 352,325 | $54.6M |
| Legacy Financial Group LLC | 6.64% | Add +0.5% | 340,350 | $52.8M |
| Cardinal Strategic Wealth Guidance | 13.88% | Add +1.4% | 339,219 | $52.6M |
| Howe & Rusling Inc. | 3.43% | Add +5.0% | 338,734 | $52.5M |
| Tanglewood Legacy Advisors, LLC | 18.86% | Add +3.4% | 336,216 | $52.2M |
| Tennessee Valley Asset Management Partners | 6.78% | Reduce -6.3% | 331,001 | $51.3M |
| Kintra Wealth, LLC | 3.10% | New | 282,672 | $43.8M |
| Charles Schwab Trust Co | 2.84% | Add +15.4% | 281,945 | $43.7M |
| Curi Capital, LLC | 0.78% | Add +30.0% | 280,491 | $43.5M |
| DDFG, Inc | 9.14% | Add +2.3% | 273,494 | $42.4M |
| Equitable Holdings, Inc. | 0.27% | Reduce -10.3% | 248,081 | $41.7M |
| Bleakley Financial Group, LLC | 0.64% | Add +16.2% | 265,733 | $41.2M |
| Principal Securities, Inc. | 0.58% | Reduce -17.2% | 254,203 | $39.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -12.1% | 253,457 | $39.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.1% | 228,607 | $38.4M |
| Aurdan Capital Management, LLC | 11.29% | Reduce -11.6% | 242,473 | $37.6M |
| Hilltop Wealth Advisors, LLC | 22.42% | Add +1.1% | 241,251 | $37.4M |
| Two Sigma Investments, LP | 0.03% | New | 239,000 | $37.1M |
| Horizon Investments, LLC | 0.41% | Add +117.0% | 237,052 | $36.8M |
| Veracity Capital LLC | 12.65% | Reduce -10.6% | 228,208 | $35.4M |
| Voisard Asset Management Group, Inc. | 7.11% | Add +7.0% | 214,919 | $33.3M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -4.1% | 214,860 | $33.3M |
| Private Advisor Group, LLC | 0.15% | Add +0.8% | 212,909 | $33.0M |
| SCS Capital Management LLC | 0.33% | Reduce -1.0% | 203,649 | $31.6M |
| Atlantic Union Bankshares Corp | 0.59% | Reduce -2.9% | 198,787 | $30.8M |
| Aspen Wealth Management LLC | 6.14% | Add +0.1% | 198,319 | $30.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +8.6% | 190,527 | $29.6M |
| VestGen Advisors, LLC | 0.83% | Add +6492.5% | 158,945 | $29.5M |
| Cutler Investment Counsel LLC | 3.01% | Reduce -2.3% | 188,165 | $29.2M |
| Valmark Advisers, Inc. | 0.35% | Reduce -5.4% | 187,859 | $29.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -19.2% | 185,642 | $28.8M |
| Focus Partners Wealth | 0.03% | Add +0.9% | 182,447 | $28.3M |
| ForthRight Wealth Management, LLC | 7.64% | Reduce -1.5% | 173,544 | $26.9M |
| United Capital Financial Advisors, LLC | 0.16% | Add +44.4% | 170,474 | $26.4M |
| CX Institutional | 0.79% | Reduce -51.5% | 166,724 | $25.9M |
| Waldron Private Wealth LLC | 0.97% | Reduce -2.2% | 160,858 | $25.0M |
| Sanctuary Advisors, LLC | 0.13% | Add +1.5% | 156,840 | $24.3M |
| Alliance Private Wealth, LLC | 8.73% | Add +2.1% | 156,556 | $24.3M |
| NorthStar Asset Management LLC | 11.26% | Add +10.1% | 150,312 | $23.3M |
| Strategies Wealth Advisors, LLC | 2.34% | Reduce -10.3% | 150,231 | $23.3M |
| Spire Wealth Management | 0.73% | Reduce -2.2% | 138,542 | $21.5M |
| Stifel Financial Corp. | 0.02% | Reduce -2.9% | 137,791 | $21.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.5% | 137,070 | $21.3M |
| MML Investors Services, LLC | 0.06% | Reduce -10.8% | 136,662 | $21.2M |
| Gotham Asset Management | 0.06% | Add +142.7% | 135,676 | $21.0M |
| Goldstone Financial Group, LLC | 2.28% | Add +19.4% | 135,505 | $21.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.2% | 133,161 | $20.7M |
| Integrated Wealth Concepts LLC | 0.16% | Add +4.0% | 132,142 | $20.5M |
| Doliver Advisors, LP | 4.58% | Reduce -0.2% | 129,820 | $20.1M |
| Hudock, Inc. | 2.95% | Reduce -7.8% | 129,400 | $20.1M |
| Founders Financial Securities LLC | 1.11% | Add +8.3% | 119,557 | $19.7M |
| NBT Bank, N.A. | 1.27% | Add +74065.5% | 124,598 | $19.3M |
| Atria Investments, Inc | 0.21% | Add +3.3% | 122,573 | $19.0M |
| Madison Asset Management, LLC | 0.23% | Add +3987.6% | 121,279 | $18.8M |
| Rwa Wealth Partners, LLC | 0.20% | Add +2.7% | 118,851 | $18.4M |
| Birchcreek Wealth Management, LLC | 8.86% | Add +0.5% | 118,649 | $18.4M |
| Elevation Wealth Partners, LLC | 6.55% | Add +0.5% | 117,845 | $18.3M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +2.7% | 117,066 | $18.2M |
| Richard W. Paul & Associates, LLC | 5.26% | Reduce -2.3% | 100,734 | $15.6M |
| PCA Investment Advisory Services Inc. | 5.19% | Add +4.8% | 100,231 | $15.5M |
| Canvas Wealth Advisors, LLC | 2.62% | Reduce -1.5% | 99,400 | $15.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -43.8% | 98,443 | $15.3M |
| BlackRock, Inc. | 0.00% | Reduce -1.5% | 98,038 | $15.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +398.7% | 95,293 | $15.0M |
| Fortress Financial Group, LLC | 11.05% | Add +4.0% | 96,327 | $14.9M |
| Roberts Financial Services LLC | 4.53% | Reduce -10.4% | 91,861 | $14.2M |
| Mascoma Wealth Management LLC | 2.92% | Reduce -23.9% | 91,183 | $14.1M |
| Main Street Financial Solutions, LLC | 1.03% | Add +9.6% | 90,731 | $14.1M |
| Stevens Capital Partners | 3.36% | Add +24.1% | 90,026 | $14.0M |
| Brio Consultants, LLC | 1.68% | Reduce -6.2% | 76,375 | $13.7M |
| Captrust Financial Advisors | 0.02% | Reduce 0.0% | 88,164 | $13.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +17.1% | 86,904 | $13.5M |
| Financial Council, LLC | 5.14% | Reduce -0.1% | 85,867 | $13.3M |
| IHT Wealth Management, LLC | 0.30% | Reduce -3.4% | 82,538 | $12.8M |
| Fifth Third Bancorp | 0.02% | Add +2640.8% | 81,101 | $12.6M |
| Ironwood Wealth Management, Inc. | 5.60% | Reduce -0.1% | 75,917 | $12.5M |
| Creative Planning | 0.01% | Add +4.5% | 79,840 | $12.4M |
| Cosner Financial Group, LLC | 6.64% | Add +1.5% | 77,885 | $12.1M |
| BOS Asset Management, LLC | 3.06% | Add +7.5% | 76,934 | $11.9M |
| Foundry Financial Group, Inc. | 5.83% | Add +9.9% | 75,786 | $11.8M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +2.3% | 73,951 | $11.5M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -0.4% | 72,583 | $11.3M |
| Macro Advisors, Inc. | 4.50% | — | 70,289 | $10.9M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +4.6% | 68,225 | $10.6M |
| Mariner, LLC | 0.01% | Add +9.0% | 68,079 | $10.6M |
| Allianz Asset Management GmbH | 0.01% | Reduce -54.2% | 67,779 | $10.5M |
| Seven Springs Wealth Group, LLC | 2.42% | Add +15.8% | 66,118 | $10.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -8.4% | 65,921 | $10.2M |
| Savant Capital, LLC | 0.05% | Add +1.2% | 65,588 | $10.2M |
| Gallagher Fiduciary Advisors, LLC | 0.39% | Add +11.0% | 64,035 | $9.9M |
| Global Strategic Investment Solutions, LLC | 0.97% | Reduce -4.3% | 63,753 | $9.9M |
| Quent Capital, LLC | 0.69% | Reduce -6.3% | 62,595 | $9.7M |
| TD Private Client Wealth LLC | 0.20% | Add +10.4% | 62,431 | $9.7M |
| Cresset Asset Management, LLC | 0.04% | Reduce -2.4% | 61,972 | $9.6M |
| Petix & Botte Co | 4.18% | Reduce -53.4% | 60,140 | $9.3M |
| Truist Financial Corp. | 0.01% | Reduce -47.6% | 58,611 | $9.1M |
| Arkadios Wealth Advisors | 0.14% | Add +93.8% | 55,782 | $8.7M |
| &partners | 0.04% | Reduce -13.9% | 53,248 | $8.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +72.5% | 52,808 | $8.2M |
| NewEdge Advisors, LLC | 0.03% | Add +15.2% | 50,266 | $7.8M |
| South Shore Capital Advisors | 5.62% | Reduce -0.5% | 49,550 | $7.7M |
| Motive Wealth Advisors | 3.56% | Add +1.1% | 48,902 | $7.6M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -1.8% | 48,663 | $7.5M |
| Phoenix Wealth Advisors | 2.85% | Reduce -0.9% | 46,544 | $7.2M |
| Spectrum Wealth Advisory Group, LLC | 2.63% | Reduce -5.9% | 45,645 | $7.1M |
| Independent Advisor Alliance | 0.07% | New | 45,002 | $7.0M |
| Tudor Investment Corporation | 0.04% | Add +1073.3% | 44,642 | $6.9M |
| Legacy Solutions, LLC | 6.40% | Reduce -6.4% | 44,498 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -48.9% | 43,319 | $6.8M |
| Thoroughbred Financial Services, LLC | 0.40% | Reduce -1.6% | 43,423 | $6.7M |
| Cwm, LLC | 0.02% | Reduce -3.2% | 43,150 | $6.7M |
| Diversify Wealth Management, LLC | 0.12% | New | 37,487 | $6.6M |
| Amplius Wealth Advisors, LLC | 0.55% | Reduce -0.6% | 42,295 | $6.6M |
| Vident Advisory, LLC | 0.06% | Add +17.8% | 42,060 | $6.5M |
| Investment Advisory Services Inc. /TX | 2.02% | Reduce -3.0% | 41,022 | $6.4M |
| Independence Financial Advisors, LLC | 1.86% | Reduce -37.9% | 40,022 | $6.2M |
| Ackerman Capital Advisors, LLC | 1.27% | Reduce -2.5% | 39,992 | $6.2M |
| Able Wealth Management LLC | 1.66% | Add +0.8% | 39,935 | $6.2M |
| Advisory Services Network, LLC | 0.08% | Add +224.7% | 39,562 | $6.1M |
| Westwood Holdings Group Inc. | 0.04% | Add +1.7% | 38,498 | $6.0M |
| Merkkuri Wealth Advisors LLC | 3.94% | Add +1.7% | 38,342 | $5.9M |
| Parsons Capital Management Inc. | 0.26% | Add +5.1% | 37,307 | $5.8M |
| Bawa N Mallick Trust | 2.35% | Reduce -26.3% | 36,980 | $5.7M |
| Clearstead Advisors, LLC | 0.05% | Add +202.1% | 36,774 | $5.7M |
| Rooted Wealth Advisors, Inc. | 1.50% | Add +2.5% | 32,420 | $5.7M |
| Cornerstone Advisory, LLC | 0.53% | Reduce -0.7% | 36,396 | $5.6M |
| HRT Financial LP | 0.01% | New | 36,227 | $5.6M |
| Old Mission Investment Co LLC | 1.31% | Reduce -0.7% | 36,214 | $5.6M |
| First Heartland Consultants, Inc. | 0.42% | Reduce -1.7% | 35,559 | $5.5M |
| Endowment Wealth Management, Inc. | 2.41% | Add +5.6% | 35,096 | $5.4M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +19.9% | 34,806 | $5.4M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -3.9% | 34,758 | $5.4M |
| Lido Advisors, LLC | 0.02% | Reduce -4.1% | 34,511 | $5.4M |
| Deutsche Bank AG | 0.00% | No change | 33,933 | $5.3M |
| D.A. Davidson & Co. | 0.03% | Add +0.2% | 33,861 | $5.3M |
| Bank of Montreal | 0.00% | Reduce -2.5% | 33,790 | $5.2M |
| 1900 Wealth Management LLC | 0.33% | Reduce -3.7% | 32,857 | $5.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.4% | 32,571 | $5.1M |
| OpenArc Corporate Advisory, LLC | 0.07% | Reduce -14.6% | 32,511 | $5.0M |
| McDonald Partners LLC | 1.17% | Reduce -0.1% | 32,000 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +1127.9% | 31,986 | $5.0M |
| Elevation Point Wealth Partners, LLC | 0.12% | New | 31,986 | $5.0M |
| Knightsbridge Asset Management, LLC | 0.65% | Add +2.3% | 31,110 | $4.8M |
| Windward Private Wealth Management Inc. | 1.64% | Add +2.6% | 30,592 | $4.7M |
| Essex Financial Services, Inc. | 0.27% | Add +1.1% | 30,555 | $4.7M |
| AQR Capital Management | 0.00% | Add +144.5% | 30,361 | $4.7M |
| Cornell Pochily Investment Advisors, Inc. | 1.37% | Add +4.2% | 30,090 | $4.7M |
| Garde Capital, Inc. | 0.28% | Add +0.8% | 30,001 | $4.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.02% | — | 29,481 | $4.6M |
| Quantinno Capital Management LP | 0.01% | Add +37.1% | 28,649 | $4.4M |
| Stonebridge Financial Planning Group, LLC | 1.62% | Reduce -4.5% | 28,459 | $4.4M |
| WealthShield Partners, LLC | 0.49% | Reduce -2.9% | 28,251 | $4.4M |
| M&T Bank Corp | 0.01% | Reduce -6.1% | 28,010 | $4.3M |
| Flagship Private Wealth, LLC | 1.76% | Reduce -0.5% | 28,008 | $4.3M |
| Neumann Capital Management, LLC | 1.27% | Add +0.2% | 27,816 | $4.3M |
| Aspiriant, LLC | 0.12% | No change | 27,787 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.3% | 27,670 | $4.3M |
| Greenline Partners, LLC | 0.46% | No change | 27,574 | $4.3M |
| US Bancorp \de | 0.01% | Add +1.2% | 26,866 | $4.2M |
| JMG Financial Group, Ltd. | 0.11% | No change | 26,307 | $4.1M |
| Columbus Macro, LLC | 0.44% | Add +3.9% | 26,299 | $4.1M |
| Midwest Trust Co | 0.05% | Add +1.1% | 25,836 | $4.0M |
| Independent Financial Group, LLC | 0.09% | Add +5.1% | 25,096 | $3.9M |
| Omega Financial Group, LLC | 1.28% | Add +1.5% | 25,013 | $3.9M |
| HB Wealth Management, LLC | 0.03% | Add +0.3% | 24,810 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.2% | 24,421 | $3.8M |
| Golden State Wealth Management, LLC | 0.39% | Reduce -2.1% | 23,283 | $3.6M |
| Stokes Family Office, LLC | 0.37% | Reduce -0.5% | 23,142 | $3.6M |
| Valpey Financial Services, LLC | 2.33% | Add +10.1% | 23,119 | $3.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +31.4% | 22,812 | $3.6M |
| Americana Partners, LLC | 0.09% | Reduce -33.6% | 22,908 | $3.6M |
| Transcend Capital Advisors, LLC | 0.29% | Add +17.7% | 22,895 | $3.6M |
| CENTRAL TRUST Co | 0.07% | Reduce -6.5% | 22,730 | $3.5M |
| William Howard & Co Financial Advisors Inc | 3.02% | No change | 22,566 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +30.5% | 22,548 | $3.5M |
| Western Wealth Management, LLC | 0.13% | Add +4.6% | 22,524 | $3.5M |
| Bailard, Inc. | 0.08% | Add +1.1% | 22,224 | $3.4M |
| Colorado Capital Management, Inc. | 1.25% | Reduce -3.5% | 21,570 | $3.3M |
| Ieq Capital, LLC | 0.02% | Add +7.2% | 21,539 | $3.3M |
| Park Avenue Securities LLC | 0.03% | Add +13.6% | 21,323 | $3.3M |
| Trek Financial, LLC | 0.17% | Add +0.3% | 21,090 | $3.3M |
| Evoke Wealth, LLC | 0.06% | No change | 21,075 | $3.3M |
| Prospera Financial Services Inc | 0.05% | Add +22.2% | 20,667 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -11.6% | 20,657 | $3.2M |
| Caprock Group, LLC | 0.08% | Add +16.3% | 20,633 | $3.2M |
| Bulwark Capital Corp | 1.95% | Add +2.2% | 20,439 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -42.5% | 20,421 | $3.2M |
| CIBC Bancorp USA Inc. | 0.00% | — | 19,749 | $3.1M |
| Sovereign Financial Group, Inc. | 0.53% | Add +19.0% | 19,741 | $3.1M |
| Sunbelt Securities, Inc. | 0.19% | Reduce -0.0% | 19,722 | $3.1M |
| Kingsview Wealth Management, LLC | 0.04% | Add +36.4% | 19,571 | $3.0M |
| Eagle Strategies LLC | 0.36% | Add +0.5% | 19,385 | $3.0M |
| Caliber Wealth Management, LLC / KS | 0.32% | Reduce -4.8% | 19,070 | $3.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 18,845 | $2.9M |
| Private Trust Co. NA | 0.26% | Reduce -1.9% | 18,658 | $2.9M |
| New Wave Wealth Advisors LLC | 1.00% | Reduce -25.0% | 18,384 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +269.9% | 18,254 | $2.8M |
| Valley Forge Investment Consultants Inc. Adv | 0.83% | Add +96.7% | 17,915 | $2.8M |
| RFG Advisory, LLC | 0.05% | Reduce -52.2% | 17,869 | $2.8M |
| Harbour Investments, Inc. | 0.04% | Add +24.2% | 17,774 | $2.8M |
| Jamison Private Wealth Management, Inc. | 0.34% | Add +1.3% | 17,421 | $2.7M |
| Pathfinder Wealth Consulting, Inc. | 1.74% | Add +2.0% | 17,342 | $2.7M |
| MLP3, LLC | 2.96% | Reduce -0.8% | 17,241 | $2.7M |
| Seeds Investor LLC | 0.36% | New | 15,587 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -10.5% | 17,117 | $2.7M |
| HighPoint Advisor Group LLC | 0.11% | Add +2.1% | 17,068 | $2.6M |
| TriaGen Wealth Management LLC | 0.72% | Reduce -1.2% | 16,892 | $2.6M |
| Cahill Financial Advisors Inc. | 0.28% | Reduce -2.5% | 16,537 | $2.6M |
| Summit Financial, LLC | 0.03% | Add +0.6% | 16,338 | $2.5M |
| Keenan, LLC | 2.13% | Reduce -18.0% | 16,466 | $2.5M |
| PFG Advisors | 0.12% | Add +1.8% | 16,032 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +25.9% | 15,780 | $2.4M |
| Hollencrest Capital Management | 0.09% | No change | 15,679 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 15,590 | $2.4M |
| Sigma Planning Corp | 0.07% | Reduce -1.5% | 15,379 | $2.4M |
| Watchman Group, Inc. | 0.57% | Reduce -0.5% | 15,306 | $2.4M |
| Nicolet Bankshares Inc. | 0.09% | New | 15,054 | $2.3M |
| Mgo One Seven LLC | 0.05% | Add +44.8% | 15,030 | $2.3M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -1.8% | 14,761 | $2.3M |
| Van Diest Capital, LLC | 1.83% | Add +323.0% | 14,961 | $2.3M |
| Planning Directions Inc. | 1.17% | Reduce -0.9% | 14,862 | $2.3M |
| Columbia Advisory Partners LLC | 1.41% | Reduce -3.2% | 14,190 | $2.2M |
| Clearbridge Investments, LLC | 0.00% | Reduce -88.2% | 14,030 | $2.2M |
| Biondo Investment Advisors, LLC | 0.28% | Add +126.2% | 13,976 | $2.2M |
| M Holdings Securities, Inc. | 0.15% | Reduce -0.1% | 11,621 | $2.2M |
| Oak Ridge Investments LLC | 0.14% | Reduce -2.8% | 13,791 | $2.1M |
| Topel & Distasi Wealth Management, LLC | 1.09% | Add +28.0% | 13,625 | $2.1M |
| NewEdge Wealth, LLC | 0.03% | Reduce -11.2% | 13,507 | $2.1M |
| Beam Wealth Advisors, Inc. | 0.51% | Reduce -33.3% | 13,228 | $2.1M |
| IFS Group,LLC | 1.75% | — | 12,637 | $2.0M |
| Navigation Group, LLC | 0.46% | — | 12,619 | $2.0M |
| Evolve Private Wealth, LLC | 0.10% | New | 12,613 | $2.0M |
| Sterling Investment Counsel, LLC | 0.55% | Reduce -16.9% | 12,610 | $2.0M |
| RFG - Bristol Wealth Advisors, LLC | 0.53% | Reduce -49.9% | 12,544 | $1.9M |
| Provenance Wealth Advisors, LLC | 0.20% | Reduce -10.1% | 12,437 | $1.9M |
| Ashton Thomas Securities, LLC | 0.24% | New | 12,326 | $1.9M |
| White Lighthouse Investment Management Inc. | 0.27% | Reduce -1.3% | 12,322 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +8.4% | 12,164 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +0.2% | 12,032 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -1.5% | 12,054 | $1.9M |
| GC Wealth Management RIA, LLC | 0.08% | Add +738.3% | 12,038 | $1.9M |
| Brighton Jones LLC | 0.04% | New | 11,988 | $1.9M |
| BCS Wealth Management | 0.38% | Reduce -50.0% | 11,962 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +6.4% | 11,751 | $1.8M |
| Banque Cantonale Vaudoise | 0.07% | No change | 11,000 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.2% | 11,536 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.7% | 11,476 | $1.8M |
| Glenmede Trust Co. NA | 0.01% | Add +1.6% | 11,187 | $1.7M |
| St. Clair Advisors, LLC | 0.46% | Add +38.2% | 11,054 | $1.7M |
| Liberty One Investment Management, LLC | 0.17% | Add +1389.4% | 10,813 | $1.7M |
| Presilium Private Wealth, LLC | 0.29% | Add +12.5% | 10,762 | $1.7M |
| Matauro, LLC | 0.24% | Reduce -37.9% | 10,648 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +100.5% | 10,522 | $1.6M |
| Uptick Partners, LLC | 0.33% | Reduce -2.2% | 10,508 | $1.6M |
| Vise Technologies, Inc. | 0.03% | No change | 9,656 | $1.6M |
| GSG Advisors LLC | 0.42% | Reduce -0.6% | 10,372 | $1.6M |
| Darden Wealth Group Inc | 0.80% | Reduce -2.0% | 10,164 | $1.6M |
| Cim, LLC | 0.23% | Reduce -1.5% | 10,160 | $1.6M |
| Hubbell Strickland Wealth Management, LLC | 0.62% | Reduce -0.4% | 10,102 | $1.6M |
| Sweeney & Michel, LLC | 0.46% | Add +0.1% | 9,348 | $1.6M |
| Richmond Investment Services, LLC | 0.25% | Add +23.9% | 9,925 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -0.8% | 9,918 | $1.5M |
| Morris Financial Concepts, Inc. | 0.52% | Reduce -2.8% | 9,907 | $1.5M |
| Becker Capital Management Inc. | 0.04% | Reduce -6.1% | 9,807 | $1.5M |
| Catalyst Private Wealth, LLC | 0.82% | Add +28.3% | 9,776 | $1.5M |
| Heritage Wealth Management, Inc. | 0.84% | No change | 9,735 | $1.5M |
| Chicago Partners Investment Group LLC | 0.03% | Add +9.1% | 8,519 | $1.5M |
| YHB Investment Advisors, Inc. | 0.11% | Reduce -1.8% | 9,577 | $1.5M |
| Robinson Smith Wealth Advisors LLC | 1.00% | No change | 9,542 | $1.5M |
| Trilogy Capital Inc. | 0.07% | Reduce -1.2% | 9,507 | $1.5M |
| Commerce Bank | 0.01% | Reduce -0.6% | 9,414 | $1.5M |
| Van Hulzen Asset Management, LLC | 0.11% | Reduce -2.3% | 9,280 | $1.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.47% | Reduce -8.0% | 7,914 | $1.4M |
| Crestwood Advisors Group, LLC | 0.02% | Add +17.9% | 9,097 | $1.4M |
| Arax Advisory Partners | 0.04% | Reduce -2.9% | 9,095 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +0.7% | 9,087 | $1.4M |
| Patten & Patten Inc. | 0.08% | Reduce -6.2% | 9,010 | $1.4M |
| Keystone Financial Group | 0.10% | Add +0.3% | 9,003 | $1.4M |
| Investors Research Corp | 0.26% | Add +5.6% | 8,919 | $1.4M |
| Worthington Financial Partners, LLC | 1.16% | Reduce -4.5% | 8,738 | $1.4M |
| Victory Financial Group, LLC | 0.17% | Add +84.3% | 8,723 | $1.4M |
| Perennial Investment Advisors, LLC | 0.11% | Add +5.4% | 8,654 | $1.3M |
| Barnes Dennig Private Wealth Management LLC | 1.31% | Add +0.7% | 8,499 | $1.3M |
| High Point Wealth Management, LLC | 1.26% | Reduce -8.9% | 8,253 | $1.3M |
| Benchmark Financial Wealth Advisors, LLC | 0.35% | Reduce -0.7% | 8,213 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -3.2% | 8,182 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Reduce -8.5% | 8,177 | $1.3M |
| Wealth Management Partners, LLC | 0.36% | Reduce -1.5% | 8,175 | $1.3M |
| VAUGHAN & Co SECURITIES, INC. | 0.66% | No change | 8,172 | $1.3M |
| Moment Partners, LLC | 0.22% | Reduce -0.1% | 8,122 | $1.3M |
| Innovative Wealth Building LLC | 0.88% | Add +0.3% | 8,088 | $1.3M |
| Symphony Financial, Ltd. Co. | 0.17% | Reduce -11.8% | 8,104 | $1.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.18% | Add +0.0% | 8,003 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.29% | Add +111.4% | 7,947 | $1.2M |
| Summit Wealth Partners, LLC | 0.19% | No change | 7,938 | $1.2M |
| American State Bank (Iowa) | 0.59% | Reduce -7.3% | 7,911 | $1.2M |
| Zions Bancorporation, National Association | 0.08% | No change | 7,806 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -11.4% | 7,806 | $1.2M |
| Apollon Financial, LLC | 0.17% | Add +52.4% | 7,785 | $1.2M |
| Talisman Wealth Advisors LLC | 0.96% | Reduce -12.8% | 7,705 | $1.2M |
| TL Private Wealth | 0.47% | Add +3.4% | 7,223 | $1.2M |
| Diversified Enterprises, LLC | 0.07% | Reduce -1.0% | 7,659 | $1.2M |
| Moneco Advisors, LLC | 0.09% | Reduce -4.0% | 7,591 | $1.2M |
| Park Place Capital Corp | 0.23% | Add +703.0% | 7,540 | $1.2M |
| Ipswich Investment Management Co., Inc. | 0.27% | New | 7,521 | $1.2M |
| One Day In July LLC | 0.09% | Add +1.9% | 7,477 | $1.2M |
| Johnson Financial Group, Inc. | 0.04% | No change | 7,376 | $1.1M |
| Inspire Advisors, LLC | 0.09% | Add +57.1% | 7,345 | $1.1M |
| Burns Matteson Capital Management, LLC | 0.44% | Reduce -1.7% | 7,342 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | Reduce -50.3% | 7,250 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -1.4% | 7,122 | $1.1M |
| Ascentis Wealth Management, LLC | 0.23% | Add +51.3% | 7,064 | $1.1M |
| Ullmann Wealth Partners Group, LLC | 0.11% | Add +0.0% | 7,031 | $1.1M |
| Inscription Capital, LLC | 0.11% | No change | 7,031 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.21% | Reduce -0.8% | 6,962 | $1.1M |
| Graney & King, LLC | 0.58% | Add +0.1% | 6,960 | $1.1M |
| PFG Investments, LLC | 0.05% | Add +7.7% | 6,934 | $1.1M |
| Meridian Financial Advisors, LLC | 0.59% | Add +6.1% | 6,904 | $1.1M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -14.9% | 6,897 | $1.1M |
| Venture Visionary Partners LLC | 0.04% | Reduce -1.5% | 6,871 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.23% | Reduce -2.1% | 6,844 | $1.1M |
| Coordinated Financial Services, Inc. | 0.62% | Reduce -1.9% | 6,830 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.9% | 6,708 | $1.0M |
| Magnolia Capital Advisors LLC | 0.20% | Reduce -12.8% | 6,653 | $1.0M |
| Weil Company, Inc. | 0.23% | No change | 6,636 | $1.0M |
| Twelve Points Wealth Management LLC | 0.23% | Add +2.0% | 6,618 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -21.6% | 6,606 | $1.0M |
| Renasant Bank | 0.72% | New | 6,600 | $1.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.12% | No change | 6,528 | $1.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | No change | 6,507 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -15.7% | 6,448 | $1.0M |
| Franklin Resources Inc. | 0.00% | No change | 6,417 | $995K |
| Westco Advisory Services Inc. | 0.64% | Reduce -2.8% | 6,376 | $989K |
| MAI Capital Management | 0.01% | Reduce -0.8% | 6,348 | $985K |
| Droms Strauss Advisors Inc. /Mo/ | 0.26% | Add +0.1% | 6,329 | $982K |
| Verus Capital Partners, LLC | 0.07% | Reduce -1.8% | 6,183 | $959K |
| XML Financial, LLC | 0.08% | Add +0.9% | 6,160 | $955K |
| Private Wealth Partners, LLC | 0.07% | No change | 6,028 | $935K |
| Schmidt P J Investment Management Inc. | 0.16% | Reduce -0.3% | 6,000 | $931K |
| Sapient Capital LLC | 0.01% | Add +2.6% | 5,975 | $927K |
| AE Wealth Management LLC | 0.01% | Reduce -77.7% | 5,962 | $925K |
| Ulland Investment Advisors, LLC | 0.79% | Reduce -0.3% | 5,926 | $919K |
| Geneos Wealth Management Inc. | 0.02% | Add +4.6% | 5,911 | $917K |
| Axis Wealth Partners, LLC | 0.48% | Reduce -5.0% | 5,875 | $911K |
| Betterment LLC | 0.00% | Add +5.1% | 5,840 | $906K |
| Tannin Capital LLC | 0.65% | No change | 5,813 | $902K |
| Visionary Wealth Advisors | 0.04% | Reduce -2.0% | 5,806 | $901K |
| Leavell Investment Management, Inc. | 0.04% | No change | 5,798 | $899K |
| Millington Financial Advisors, LLC | 0.38% | Reduce -0.0% | 5,032 | $898K |
| NTV Asset Management LLC | 0.10% | No change | 5,772 | $895K |
| Intrua Financial, LLC | 0.10% | Add +60.1% | 5,742 | $891K |
| Asset Management Group, Inc. | 0.14% | Add +0.1% | 5,724 | $888K |
| TCTC Holdings, LLC | 0.03% | Reduce -9.7% | 5,699 | $884K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +0.1% | 5,628 | $873K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -2.7% | 5,532 | $858K |
| Whalerock Point Partners, LLC | 0.17% | No change | 5,509 | $855K |
| Meridian Wealth Management, LLC | 0.03% | Add +1.7% | 5,505 | $854K |
| Elevation Capital Advisory, LLC | 0.36% | Reduce -78.7% | 5,473 | $849K |
| Mutual Advisors, LLC | 0.02% | Reduce -11.7% | 5,448 | $845K |
| Titleist Asset Management, LLC | 0.06% | Add +57.9% | 5,427 | $842K |
| Calton & Associates, Inc. | 0.12% | Reduce -0.1% | 5,408 | $839K |
| MidAtlantic Capital Management, Inc. | 0.58% | No change | 5,394 | $837K |
| Bedel Financial Consulting, Inc. | 0.10% | No change | 5,379 | $834K |
| McIlrath & Eck, LLC | 0.06% | Add +317.0% | 5,358 | $831K |
| Colonial Trust Co / SC | 0.11% | No change | 5,346 | $829K |
| Twin Focus Capital Partners, LLC | 0.10% | No change | 5,331 | $827K |
| Consilio Wealth Advisors, LLC | 0.24% | Reduce -3.9% | 5,326 | $826K |
| Fourth Dimension Wealth, LLC | 0.31% | Add +9.4% | 5,261 | $816K |
| GDS Wealth Management | 0.05% | Reduce -1.1% | 5,213 | $809K |
| Gateway Wealth Partners, LLC | 0.03% | New | 5,129 | $796K |
| Wealth Quarterback LLC | 0.31% | Reduce -1.5% | 5,123 | $795K |
| Choreo, LLC | 0.01% | Add +8.8% | 5,088 | $788K |
| Mitchell Capital Management Co. | 0.14% | Reduce -0.1% | 5,074 | $787K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -5.3% | 5,072 | $787K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.1% | 4,995 | $775K |
| FC Advisory LLC | 0.23% | No change | 4,990 | $774K |
| RPG Investment Advisory, LLC | 0.09% | Add +9.1% | 4,982 | $773K |
| Waterloo Capital, L.P. | 0.05% | Add +3.5% | 4,977 | $772K |
| Forte Asset Management LLC | 0.34% | No change | 4,949 | $768K |
| Hoxton Planning & Management, LLC | 0.23% | Add +2.8% | 4,929 | $765K |
| Bearing Point Capital, LLC | 0.12% | Reduce -26.9% | 4,900 | $760K |
| SouthState Bank Corp | 0.04% | Reduce -21.8% | 4,892 | $759K |
| Whittier Trust Co. | 0.01% | No change | 4,802 | $758K |
| Insight Wealth Strategies, LLC | 0.08% | Reduce -15.0% | 4,884 | $758K |
| Financial Partners Group, Inc | 0.09% | Add +2.9% | 4,864 | $755K |
| Kaizen Financial Strategies | 0.32% | Add +0.1% | 4,344 | $752K |
| Integrated Wealth Management | 0.86% | Reduce -11.3% | 4,837 | $750K |
| Octavia Wealth Advisors, LLC | 0.07% | Add +3.6% | 4,797 | $744K |
| Legacy Financial Advisors, Inc. | 0.10% | No change | 4,756 | $738K |
| Boyd Wealth Management, LLC | 0.31% | Add +9.2% | 4,712 | $731K |
| Legacy Private Trust Co. | 0.05% | Reduce -75.7% | 4,700 | $729K |
| Empirical Asset Management, LLC | 0.19% | Reduce -6.1% | 4,680 | $726K |
| TrueWealth Financial Partners | 0.29% | New | 4,667 | $724K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -10.1% | 4,653 | $722K |
| MidFirst Bank | 0.06% | No change | 4,636 | $719K |
| Nwam LLC | 0.04% | Reduce -13.3% | 4,596 | $713K |
| Bennett Selby Investments LP | 0.25% | Reduce -1.4% | 4,585 | $711K |
| Empower Advisory Group, LLC | 0.00% | Reduce -9.3% | 4,570 | $709K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.12% | Reduce -1.2% | 4,561 | $708K |
| One Charles Private Wealth Services, LLC | 0.18% | Reduce -22.3% | 4,501 | $698K |
| Summitpoint Capital Management | 0.89% | — | 4,152 | $697K |
| Weaver Consulting Group | 0.16% | No change | 4,462 | $692K |
| PGIM Custom Harvest LLC | 0.01% | Add +7.7% | 4,444 | $689K |
| GWN Securities Inc. | 0.13% | Reduce -0.2% | 4,424 | $686K |
| Northbridge Financial Group, LLC | 0.29% | Reduce -7.5% | 4,091 | $685K |
| Sage Financial Management Group, Inc. | 0.21% | Reduce -4.0% | 4,404 | $683K |
| Simplicity Wealth,LLC | 0.04% | Reduce -12.2% | 4,400 | $682K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -9.5% | 4,398 | $682K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -0.2% | 4,381 | $680K |
| Bessemer Group Inc. | 0.00% | No change | 4,360 | $676K |
| Vanguard Advisers Inc. | 0.00% | — | 4,279 | $664K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,275 | $663K |
| Godshalk Welsh Capital Management, Inc. | 0.38% | No change | 4,255 | $660K |
| FourThought Financial Partners, LLC | 0.06% | Reduce -0.6% | 4,201 | $652K |
| Clark Capital Management Group, Inc. | 0.00% | Add +50.0% | 4,197 | $651K |
| Wealthspire Retirement, LLC | 0.04% | No change | 4,178 | $648K |
| Calamos Wealth Management LLC | 0.02% | No change | 4,171 | $647K |
| Calamos Advisors LLC | 0.00% | New | 4,171 | $647K |
| Wealthspire Advisors, LLC | 0.01% | Add +4.8% | 4,134 | $641K |
| Libra Wealth LLC | 0.18% | No change | 4,133 | $641K |
| Sterling Capital Management LLC | 0.01% | Add +2.1% | 4,113 | $638K |
| Headlands Technologies LLC | 0.07% | New | 4,101 | $636K |
| Three Bridge Wealth Advisors, LLC | 0.17% | Add +0.1% | 4,093 | $635K |
| Collective Family Office LLC | 0.14% | Reduce -3.2% | 4,046 | $628K |
| Thayer Financial, L.L.C. | 0.63% | No change | 4,001 | $621K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 4,000 | $620K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 4,000 | $620K |
| AlTi Global, Inc. | 0.01% | No change | 3,971 | $616K |
| Pathstone Holdings, LLC | 0.00% | Add +1.7% | 3,958 | $614K |
| Soltis Investment Advisors LLC | 0.04% | Add +2.4% | 3,946 | $612K |
| Elm Partners Management LLC | 0.03% | Reduce -1.2% | 4,100 | $611K |
| Melone Private Wealth, LLC | 0.25% | Add +0.1% | 3,930 | $610K |
| PMG Wealth Management, Inc. | 0.43% | Reduce -1.4% | 3,829 | $594K |
| Fielder Capital Group LLC | 0.13% | No change | 3,746 | $581K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +6.2% | 3,744 | $581K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 3,678 | $571K |
| 55 North Private Wealth, LLC | 0.14% | New | 3,652 | $566K |
| Ancora Advisors LLC | 0.01% | Reduce -10.8% | 3,553 | $551K |
| Monument Capital Management | 0.14% | Add +7.3% | 3,551 | $551K |
| Denver PWM, LLC | 0.19% | Reduce -57.4% | 2,957 | $549K |
| Bright Futures Wealth Management, LLC. | 0.38% | Add +0.0% | 3,540 | $549K |
| Savvy Advisors, Inc. | 0.01% | Reduce -4.5% | 3,524 | $547K |
| First City Capital Management, Inc. | 0.28% | No change | 3,440 | $534K |
| Fiduciary Alliance LLC | 0.03% | Add +73.5% | 3,083 | $533K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -34.6% | 3,571 | $532K |
| Peterson Wealth Advisors, LLC | 0.07% | Add +0.1% | 3,399 | $527K |
| DGS Capital Management, LLC | 0.09% | Reduce -0.2% | 3,385 | $525K |
| Norden Group LLC | 0.05% | No change | 3,360 | $521K |
| Wealthquest Corp | 0.04% | Reduce -19.3% | 3,338 | $518K |
| Magnus Financial Group LLC | 0.04% | Add +4.0% | 3,327 | $516K |
| Adapt Wealth Advisors, LLC | 0.19% | Reduce -0.1% | 3,318 | $515K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +117.2% | 3,293 | $511K |
| Linscomb Wealth, Inc. | 0.02% | No change | 3,277 | $508K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.9% | 3,260 | $506K |
| Avior Wealth Management, LLC | 0.01% | Reduce -28.3% | 3,253 | $505K |
| Collier Financial | 0.38% | Add +9.5% | 3,252 | $504K |
| Altfest L J & Co. Inc. | 0.05% | No change | 3,243 | $503K |
| Advisors Capital Management, LLC | 0.01% | Reduce -11.3% | 3,232 | $501K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.3% | 3,218 | $499K |
| Anchor Investment Management, LLC | 0.04% | Add +4.7% | 3,203 | $497K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 3,200 | $496K |
| Premier Path Wealth Partners, LLC | 0.06% | Add +21.5% | 3,197 | $496K |
| Potentia Wealth | 0.19% | No change | 3,137 | $487K |
| Connecticut Wealth Management, LLC | 0.02% | Add +0.1% | 3,125 | $485K |
| Stone Summit Wealth LLC | 0.13% | New | 3,118 | $484K |
| United Advisor Group, LLC | 0.06% | Reduce -0.2% | 3,106 | $482K |
| Novem Group | 0.06% | Add +0.3% | 3,098 | $481K |
| CreativeOne Wealth, LLC | 0.01% | Add +153.7% | 3,092 | $480K |
| Maridea Wealth Management LLC | 0.07% | Add +27.2% | 3,065 | $475K |
| Twin Peaks Wealth Advisors, LLC | 0.12% | Add +1.4% | 3,058 | $474K |
| St Germain D J Co. Inc. | 0.02% | Reduce -9.8% | 3,055 | $474K |
| Allen Capital Group, LLC | 0.04% | Reduce -35.4% | 3,053 | $474K |
| Elevatus Welath Management | 0.25% | Add +1.8% | 3,039 | $471K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.1% | 3,031 | $470K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | Reduce -3.1% | 3,035 | $470K |
| Kovack Advisors, Inc. | 0.03% | Reduce -65.9% | 2,984 | $465K |
| Oarsman Capital, Inc. | 0.06% | Reduce -20.4% | 2,963 | $460K |
| Pallas Capital Advisors LLC | 0.02% | No change | 2,923 | $453K |
| Armbruster Capital Management, Inc. | 0.07% | No change | 2,900 | $450K |
| Fiduciary Financial Group, LLC | 0.06% | Add +16.9% | 2,865 | $444K |
| Brown Brothers Harriman & Co. | 0.00% | Add +3.7% | 2,847 | $442K |
| Ascentis Independent Advisors | 0.03% | New | 2,842 | $441K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,838 | $440K |
| FF Advisors,LLC | 0.18% | No change | 2,510 | $439K |
| Peak Planning Group, LLC | 0.12% | Reduce -4.4% | 2,819 | $437K |
| Dagco, Inc. | 0.09% | New | 2,815 | $437K |
| Mission Wealth Management, LP | 0.01% | Reduce -9.7% | 2,807 | $435K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +59.2% | 2,792 | $433K |
| Financial Planning Hawaii, Inc. | 0.25% | No change | 2,785 | $432K |
| Central Valley Advisors, LLC | 0.12% | New | 2,781 | $431K |
| OneAscent Family Office, LLC | 0.30% | Reduce -32.6% | 2,760 | $428K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -7.6% | 2,742 | $425K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,710 | $420K |
| Westmount Partners, LLC | 0.10% | Add +0.1% | 2,694 | $418K |
| HUB Investment Partners, LLC | 0.01% | New | 2,641 | $410K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 2,630 | $408K |
| Composition Wealth, LLC | 0.01% | Reduce -3.3% | 2,625 | $407K |
| Founders Financial Alliance, LLC | 0.07% | Add +3694.2% | 2,618 | $406K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +43.0% | 2,613 | $405K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -11.0% | 2,600 | $403K |
| WealthCare Investment Partners, LLC | 0.11% | Reduce -0.7% | 2,527 | $399K |
| Northside Capital Management, LLC | 0.04% | No change | 2,570 | $399K |
| OneAscent Financial Services LLC | 0.02% | Add +15.1% | 2,544 | $395K |
| M1 Capital Management LLC | 0.18% | Reduce -2.6% | 2,532 | $393K |
| GenWealth Group, Inc. | 0.07% | No change | 2,525 | $392K |
| Hoey Investments, Inc. | 0.06% | Reduce -16.7% | 2,500 | $388K |
| Frederick Financial Consultants, LLC | 0.19% | Add +0.3% | 2,480 | $385K |
| Headinvest, LLC | 0.08% | No change | 2,455 | $381K |
| Greenwood Gearhart LLC | 0.02% | Reduce -17.1% | 2,431 | $377K |
| Financial Management Network Inc. | 0.06% | No change | 2,286 | $376K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 2,425 | $376K |
| Ellevest, Inc. | 0.05% | Reduce -2.6% | 2,424 | $376K |
| American Trust | 0.03% | Add +1.0% | 2,410 | $374K |
| Aft, Forsyth & Company, Inc. | 0.18% | Reduce -3.6% | 2,409 | $374K |
| Birchwood Financial Partners, Inc. | 0.36% | No change | 2,409 | $374K |
| TritonPoint Partners, LLC | 0.14% | No change | 2,408 | $374K |
| Key Financial Inc | 0.07% | Reduce -0.8% | 2,400 | $372K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,400 | $372K |
| Fisher Asset Management | 0.00% | Reduce -26.6% | 2,386 | $370K |
| Element Pointe Advisors, LLC | 0.07% | No change | 2,373 | $368K |
| First Trust Advisors LP | 0.00% | Add +5.8% | 2,372 | $368K |
| First American Trust, FSB | 0.02% | No change | 2,370 | $368K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 2,343 | $363K |
| Wealth Alliance, LLC | 0.04% | Add +4.3% | 2,322 | $360K |
| Apollon Wealth Management, LLC | 0.01% | Add +10.9% | 2,320 | $360K |
| Beacon Harbor Wealth Advisors, Inc. | 0.08% | No change | 2,314 | $359K |
| Family Legacy Financial Solutions, LLC | 0.29% | Reduce -5.4% | 2,255 | $355K |
| Signaturefd, LLC | 0.01% | Add +10.7% | 2,284 | $354K |
| Colonial River Investments, LLC | 0.13% | Reduce -12.9% | 2,284 | $354K |
| Lee Danner & Bass Inc. | 0.02% | No change | 2,282 | $354K |
| Brown Advisory Inc. | 0.00% | No change | 2,253 | $349K |
| Riverbridge Partners LLC | 0.01% | Reduce -38.6% | 2,248 | $349K |
| Old National Bancorp | 0.01% | Reduce -1.4% | 2,241 | $348K |
| West Branch Capital LLC | 0.09% | Reduce -0.2% | 2,221 | $344K |
| Cannon Financial Strategists, Inc. | 0.05% | Add +0.1% | 2,220 | $344K |
| Seascape Capital Management | 0.10% | Add +18.8% | 2,202 | $342K |
| Providence Financial Advisors, LLC | 0.19% | No change | 2,200 | $341K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 2,167 | $336K |
| Centurion Wealth Management LLC | 0.08% | No change | 2,165 | $336K |
| Community Financial Services Group, LLC | 0.06% | Add +45.5% | 2,127 | $334K |
| Freestone Capital Holdings, LLC | 0.01% | Add +76.5% | 2,143 | $332K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -6.7% | 2,141 | $332K |
| Continuum Advisory, LLC | 0.03% | Add +0.8% | 2,140 | $332K |
| Nikulski Financial, Inc. | 0.08% | Reduce -18.8% | 2,135 | $331K |
| Summit Global Investments | 0.02% | Add +5.8% | 2,135 | $331K |
| Satovsky Asset Management LLC | 0.06% | Add +0.1% | 2,116 | $328K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -13.5% | 2,113 | $328K |
| KFA Private Wealth Group, LLC | 0.08% | Reduce -12.2% | 2,087 | $324K |
| Parkway Wealth Management Group, LLC | 0.04% | Add +6.5% | 1,958 | $322K |
| Financial Perspectives, Inc | 0.09% | Add +0.1% | 2,069 | $321K |
| Onyx Bridge Wealth Group LLC | 0.03% | No change | 2,066 | $320K |
| CWA Asset Management Group, LLC | 0.01% | No change | 2,048 | $318K |
| Instrumental Wealth, LLC | 0.20% | Add +0.1% | 2,045 | $317K |
| Indiana Trust & Investment Management Co | 0.10% | No change | 2,033 | $315K |
| J Hagan Capital, Inc. | 0.17% | New | 2,028 | $315K |
| Crux Wealth Advisors | 0.12% | Add +0.1% | 2,022 | $314K |
| Keybank National Association | 0.00% | Reduce -2.2% | 2,015 | $313K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Add +0.1% | 2,012 | $312K |
| Modern Wealth Management, LLC | 0.01% | New | 1,981 | $311K |
| IFP Advisors, Inc | 0.01% | Reduce -33.0% | 1,998 | $310K |
| Belvedere Trading LLC | 0.04% | Add +62.3% | 1,990 | $309K |
| Oak Asset Management, LLC | 0.11% | Add +2.5% | 1,987 | $308K |
| SPWM Advisors LLC | 0.27% | Add +0.1% | 1,650 | $307K |
| Capital Analysts, LLC | 0.01% | Reduce -2.3% | 1,974 | $306K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | No change | 1,961 | $304K |
| StoneX Group Inc. | 0.02% | Reduce -58.5% | 1,952 | $303K |
| Tidemark, LLC | 0.08% | New | 1,926 | $299K |
| KWB Wealth | 0.03% | No change | 1,777 | $298K |
| Leisure Capital Management | 0.10% | No change | 1,924 | $298K |
| Claro Advisors Inc. | 0.04% | Reduce -2.4% | 1,922 | $298K |
| Cary Street Partners Financial LLC | 0.01% | Add +5.5% | 1,903 | $295K |
| Legacy Edge Advisors, LLC | 0.03% | No change | 1,883 | $292K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -11.0% | 1,864 | $289K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +44.7% | 1,859 | $288K |
| Albion Financial Group | 0.02% | Reduce -5.9% | 1,839 | $285K |
| JMN Financial LLC | 0.28% | No change | 1,834 | $284K |
| Altiora Financial Group, LLC | 0.05% | New | 1,831 | $284K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 1,579 | $282K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -32.9% | 1,811 | $281K |
| Goldstein Advisors, LLC | 0.03% | Reduce -5.9% | 1,809 | $281K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,800 | $279K |
| Sowell Financial Services LLC | 0.01% | Add +8.4% | 1,788 | $277K |
| Heritage Family Offices, LLP | 0.12% | No change | 1,785 | $277K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,776 | $275K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 1,758 | $273K |
| VSM Wealth Advisory, LLC | 0.08% | Add +20.9% | 1,757 | $273K |
| Opinicus Capital, Inc. | 0.19% | Reduce -16.7% | 1,751 | $272K |
| Courier Capital LLC | 0.01% | Reduce -0.3% | 1,731 | $268K |
| CVFG LLC | 0.03% | Add +18.3% | 1,722 | $267K |
| AlphaCore Capital LLC | 0.01% | Add +2.4% | 1,721 | $267K |
| Bank Ozk | 0.09% | Add +12.6% | 1,720 | $267K |
| Stonebrook Private Inc. | 0.06% | Add +1.1% | 1,705 | $264K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,693 | $263K |
| Convergence Financial, LLC | 0.03% | Add +2.4% | 1,481 | $262K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -18.0% | 1,684 | $261K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.3% | 1,673 | $259K |
| Braeburn Wealth Management LLC | 0.15% | No change | 1,671 | $259K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.1% | 1,636 | $257K |
| Foguth Wealth Management, LLC. | 0.03% | New | 1,342 | $257K |
| Silverlake Wealth Management LLC | 0.05% | Add +37.5% | 1,655 | $257K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -0.4% | 1,646 | $256K |
| Flagstar Securities, Inc. | 0.09% | Reduce -6.3% | 1,642 | $255K |
| First National Bank of Hutchinson | 0.16% | No change | 1,640 | $254K |
| Forefront Wealth Partners, LLC | 0.11% | No change | 1,638 | $254K |
| Elevation Wealth Management LLC | 0.23% | Reduce -0.3% | 1,637 | $254K |
| SFG Wealth Management, LLC. | 0.10% | Reduce -24.3% | 1,623 | $252K |
| Barrett & Company, Inc. | 0.09% | Add +3.2% | 1,603 | $249K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 1,600 | $248K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,600 | $248K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.1% | 1,599 | $248K |
| Joule Financial, LLC | 0.07% | New | 1,586 | $246K |
| SteelPeak Wealth, LLC | 0.01% | Add +0.1% | 1,564 | $243K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -3.7% | 1,563 | $242K |
| Regal Investment Advisors LLC | 0.01% | No change | 1,562 | $242K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +0.1% | 1,543 | $239K |
| Peak Retirement Planning, Inc. | 0.05% | New | 1,538 | $239K |
| Centerpoint Advisors, LLC | 0.08% | No change | 1,533 | $238K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -17.8% | 1,533 | $238K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 1,531 | $238K |
| MTM Investment Management, LLC | 0.08% | No change | 1,530 | $237K |
| DT Investment Partners, LLC | 0.02% | No change | 1,528 | $237K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | Add +3.7% | 1,528 | $237K |
| Falcon Wealth Planning | 0.02% | Add +5.4% | 1,517 | $235K |
| Proficio Capital Partners LLC | 0.01% | No change | 1,514 | $235K |
| Bernardo Wealth Planning LLC | 0.05% | Reduce -26.6% | 1,512 | $235K |
| Csenge Advisory Group | 0.01% | No change | 1,509 | $234K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -1.5% | 1,509 | $234K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +20.7% | 1,505 | $234K |
| Blankinship & Foster, LLC | 0.05% | No change | 1,504 | $233K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.1% | 1,499 | $232K |
| MKT Advisors LLC | 0.08% | No change | 1,465 | $232K |
| Ehrlich Financial Group | 0.13% | No change | 1,490 | $231K |
| Godfrey Financial Associates, Inc. | 0.20% | No change | 1,490 | $231K |
| Pure Financial Advisors, LLC | 0.00% | Add +22.8% | 1,484 | $230K |
| Awm Capital, LLC | 0.02% | Add +0.1% | 1,481 | $230K |
| Fingerlakes Wealth Management, Inc. | 0.15% | Add +0.1% | 1,478 | $229K |
| Invst, LLC | 0.03% | New | 1,472 | $228K |
| Teamwork Financial Advisors, LLC | 0.03% | New | 1,470 | $228K |
| Benchmark Financial, LLC | 0.20% | No change | 1,465 | $227K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,459 | $226K |
| Antonelli Financial Advisors, LLC | 0.16% | No change | 1,454 | $226K |
| Invesco Ltd. | 0.00% | New | 1,448 | $225K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,438 | $223K |
| Keystone Financial Group, Inc. | 0.12% | Add +0.1% | 1,434 | $222K |
| Basecamp Wealth Advisors LLC | 0.05% | New | 1,432 | $222K |
| SageView Advisory Group, LLC | 0.01% | Add +2.7% | 1,429 | $222K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -1.4% | 1,426 | $221K |
| Traynor Capital Management, Inc. | 0.01% | New | 1,479 | $221K |
| Brooklyn Investment Group | 0.01% | Add +3.8% | 1,419 | $220K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,419 | $220K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 1,414 | $219K |
| Assetmark, Inc. | 0.00% | Reduce -55.5% | 1,412 | $219K |
| InTrack Investment Management Inc | 0.12% | No change | 1,411 | $219K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.3% | 1,410 | $219K |
| Retirement Planning Group, LLC | 0.01% | Reduce -1.6% | 1,405 | $218K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 1,255 | $218K |
| Unified Investment Management | 0.22% | No change | 1,400 | $217K |
| Tableaux LLC | 0.10% | No change | 1,395 | $216K |
| Ballast Advisors LLC | 0.06% | No change | 1,394 | $216K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -36.7% | 1,372 | $213K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.9% | 1,367 | $212K |
| Abound Financial, LLC | 0.09% | Reduce -1.9% | 1,358 | $211K |
| Verity & Verity, LLC | 0.02% | No change | 1,356 | $210K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,355 | $210K |
| Seneca Financial Advisors LLC | 0.06% | Add +0.1% | 1,353 | $210K |
| Palacios Wealth Management, LLC | 0.13% | New | 1,180 | $209K |
| Cornerstone Financial Management LLC | 0.19% | No change | 1,350 | $209K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,350 | $209K |
| Redmond Asset Management, LLC | 0.06% | No change | 1,342 | $208K |
| DB&C Advisors, LLC | 0.27% | Add +0.1% | 1,337 | $207K |
| Balboa Wealth Partners | 0.03% | No change | 1,319 | $205K |
| Formidable Asset Management, LLC | 0.03% | New | 1,208 | $203K |
| Fiduciary Trust Co | 0.00% | No change | 1,307 | $203K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -6.4% | 1,306 | $203K |
| Evernest Financial Advisors, LLC | 0.04% | Reduce -29.0% | 1,133 | $202K |
| Everstar Asset Management, LLC | 0.11% | New | 1,298 | $201K |
| Investment Advisory Group, LLC | 0.05% | Add +4.9% | 1,293 | $201K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,262 | $196K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -29.3% | 1,241 | $192K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,211 | $188K |
| Align Financial, LLC | 0.10% | Reduce -99.4% | 1,187 | $184K |
| Miller Global Investments, LLC | 0.17% | No change | 1,185 | $184K |
| Finley Financial, LLC | 0.09% | No change | 1,180 | $183K |
| International Assets Investment Management, LLC | 0.01% | Reduce -6.4% | 1,142 | $179K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +205.9% | 985 | $176K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Add +441.0% | 1,109 | $172K |
| CoreCap Advisors, LLC | 0.01% | Reduce -9.8% | 1,105 | $171K |
| Sachetta, LLC | 0.09% | No change | 1,041 | $162K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,029 | $160K |
| Financial Network Wealth Advisors LLC | 0.16% | No change | 1,014 | $157K |
| Synergy Investment Management, LLC | 0.05% | New | 1,002 | $155K |
| Bokf, NA | 0.00% | Add +74.8% | 935 | $145K |
| Dunhill Financial, LLC | 0.03% | No change | 915 | $142K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -3.2% | 875 | $136K |
| PlanVest Financial, Inc | 0.10% | — | 865 | $134K |
| Sound Income Strategies, LLC | 0.01% | Add +14.6% | 842 | $132K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | No change | 845 | $131K |
| Vision Retirement, LLC | 0.04% | Add +0.1% | 841 | $130K |
| Tsfg, LLC | 0.02% | No change | 832 | $129K |
| Operose Advisors LLC | 0.03% | Add +3354.2% | 829 | $129K |
| Addison Advisors LLC | 0.03% | No change | 825 | $128K |
| Russell Investments Group, Ltd. | 0.00% | Add +291.9% | 819 | $127K |
| Sunrise Financial Services, LLC | 0.09% | New | 814 | $126K |
| Parkside Financial Bank & Trust | 0.01% | No change | 810 | $126K |
| Family Manage LLC | 0.01% | No change | 803 | $125K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +0.1% | 749 | $118K |
| Independence Bank of Kentucky | 0.01% | Reduce -17.3% | 750 | $116K |
| Simplex Trading, LLC | 0.00% | Reduce -91.7% | 723 | $112K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +0.1% | 710 | $110K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 699 | $108K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -94.6% | 694 | $108K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -12.7% | 638 | $99K |
| First Horizon Corp. | 0.00% | No change | 583 | $90K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 602 | $90K |
| JNBA Financial Advisors | 0.01% | No change | 542 | $84K |
| Cornerstone Planning Group LLC | 0.01% | No change | 463 | $83K |
| Abound Wealth Management | 0.02% | Add +1.9% | 529 | $82K |
| Destiny Wealth Partners, LLC | 0.01% | New | 520 | $81K |
| Longview Financial Advisors LLC | 0.04% | No change | 515 | $80K |
| FAS Wealth Partners, Inc. | 0.00% | Add +89.6% | 510 | $79K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.2% | 504 | $78K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 471 | $73K |
| Fairscale Capital, LLC | 0.05% | Reduce -15.7% | 458 | $71K |
| Pacific Center for Financial Services | 0.02% | No change | 442 | $69K |
| Quest 10 Wealth Builders, Inc. | 0.06% | No change | 440 | $68K |
| Financial Consulate, Inc. | 0.01% | No change | 438 | $68K |
| Nemes Rush Group LLC | 0.01% | Add +21.6% | 428 | $66K |
| GGM Financial LLC | 0.03% | No change | 415 | $64K |
| Providence Capital Advisors, LLC | 0.01% | No change | 415 | $64K |
| Matrix Private Capital Group LLC | 0.03% | Add +1.5% | 406 | $63K |
| Qube Research & Technologies Ltd | 0.00% | Add +538.1% | 402 | $62K |
| Activest Wealth Management | 0.01% | No change | 396 | $61K |
| AdvisorNet Financial, Inc | 0.00% | Add +95.0% | 390 | $61K |
| Roxbury Financial LLC | 0.05% | Reduce -0.8% | 386 | $60K |
| Winch Advisory Services, LLC | 0.01% | No change | 384 | $60K |
| 1 North Wealth Services LLC | 0.02% | Reduce -42.3% | 375 | $58K |
| Key Capital Management, INC | 0.04% | No change | 355 | $55K |
| Hoese & Co LLP | 0.04% | No change | 333 | $52K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 319 | $49K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 310 | $48K |
| Peachtree Investment Partners, LLC | 0.02% | No change | 306 | $47K |
| Asset Dedication, LLC | 0.00% | Reduce -1.0% | 306 | $47K |
| Mather Group, Llc. | 0.00% | New | 299 | $46K |
| LRI Investments, LLC | 0.00% | No change | 289 | $45K |
| GAMMA Investing LLC | 0.00% | No change | 289 | $45K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 284 | $44K |
| Bogart Wealth, LLC | 0.00% | No change | 278 | $43K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 275 | $43K |
| Robinswood Financial LLC | 0.01% | Reduce -35.7% | 274 | $43K |
| Vermillion Wealth Management, Inc. | 0.02% | No change | 264 | $41K |
| Arlington Trust Co LLC | 0.00% | No change | 250 | $39K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 250 | $39K |
| Breakwater Investment Management | 0.01% | No change | 245 | $38K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 244 | $38K |
| Evolution Wealth Management Inc. | 0.03% | No change | 243 | $38K |
| Strive Financial Group ,LLC | 0.02% | Reduce -2.1% | 232 | $36K |
| Global Wealth Strategies & Associates | 0.01% | No change | 231 | $36K |
| Quadrant Capital Group LLC | 0.00% | No change | 228 | $35K |
| Silver Grove Financial Group, Inc. | 0.03% | New | 222 | $34K |
| Darwin Wealth Management, LLC | 0.01% | New | 218 | $34K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 211 | $33K |
| Hickory Point Bank & Trust | 0.02% | New | 200 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 193 | $30K |
| Creative Financial Designs Inc. | 0.00% | Add +8.5% | 191 | $30K |
| Signature Resources Capital Management, LLC | 0.01% | Add +29.3% | 190 | $29K |
| National Bank of Canada | 0.00% | No change | 185 | $29K |
| Napier Financial, LLC | 0.01% | New | 181 | $28K |
| Mechanics Financial Corp | 0.01% | No change | 179 | $28K |
| Archer Investment Corp | 0.01% | No change | 176 | $27K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 174 | $27K |
| IAG Wealth Partners, LLC | 0.00% | No change | 169 | $26K |
| Financial Life Planners | 0.02% | New | 165 | $26K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 165 | $26K |
| Go Invest LLC | 0.01% | No change | 161 | $25K |
| Realta Investment Advisors | 0.01% | No change | 160 | $25K |
| Imprint Wealth LLC | 0.11% | No change | 149 | $23K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 145 | $22K |
| TD Capital Management LLC | 0.00% | No change | 144 | $22K |
| Crews Bank & Trust | 0.00% | No change | 144 | $22K |
| Motco | 0.00% | No change | 144 | $22K |
| Angeles Wealth Management, LLC | 0.00% | No change | 141 | $22K |
| New Republic Capital, LLC | 0.01% | No change | 140 | $22K |
| NFSG Corp | 0.00% | Reduce -78.5% | 137 | $21K |
| TFC Financial Management, Inc. | 0.00% | Add +85.9% | 132 | $21K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 132 | $20K |
| Millstone Evans Group, LLC | 0.01% | No change | 117 | $18K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 107 | $17K |
| Sherman Asset Management, Inc. | 0.02% | No change | 106 | $16K |
| Front Row Advisors LLC | 0.01% | No change | 104 | $16K |
| Decker Retirement Planning Inc. | 0.01% | No change | 103 | $16K |
| Noble Wealth Management PBC | 0.01% | No change | 100 | $16K |
| Arcadia Investment Management Corp. | 0.00% | No change | 100 | $16K |
| Tompkins Financial Corp. | 0.00% | New | 100 | $16K |
| Larson Financial Group LLC | 0.00% | Add +5.4% | 98 | $15K |
| Wilkerson Advisory Group LLC | 0.01% | No change | 94 | $15K |
| GoalVest Advisory LLC | 0.00% | Reduce -25.2% | 92 | $14K |
| Tucker Asset Management LLC | 0.00% | Reduce -54.9% | 87 | $13K |
| Chapman Financial Group, LLC | 0.01% | No change | 86 | $13K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 77 | $12K |
| Capital & Planning, LLC | 0.01% | New | 76 | $12K |
| Root Financial Partners, LLC | 0.00% | No change | 76 | $12K |
| Eastern Bank | 0.00% | No change | 72 | $11K |
| Integrity Financial Corp | 0.01% | No change | 70 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 67 | $10K |
| City Holding Co. | 0.00% | No change | 60 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 60 | $9K |
| Godsey & Gibb, Inc. | 0.00% | New | 58 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -16.7% | 55 | $9K |
| Gill Capital Partners, LLC | 0.00% | New | 45 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | Add +72.0% | 43 | $7K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 39 | $7K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 40 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 38 | $6K |
| FWL Investment Management, LLC | 0.00% | No change | 36 | $6K |
| DecisionPoint Financial, LLC | 0.00% | No change | 36 | $6K |
| City State Bank | 0.00% | No change | 30 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 29 | $4K |
| Bullock Wealth Management Group | 0.00% | No change | 28 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 26 | $4K |
| Country Trust Bank | 0.00% | Reduce -81.6% | 23 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 22 | $3K |
| Glassman Wealth Services | 0.00% | No change | 20 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -5.3% | 18 | $3K |
| Colonial Trust Advisors | 0.00% | No change | 17 | $3K |
| Clark Wealth Partners | 0.00% | New | 15 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 16 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 12 | $2K |
| HighMark Wealth Management LLC | 0.00% | Reduce -98.5% | 11 | $2K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 10 | $2K |
| Burk Holdings LLC | 0.00% | New | 9 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +200.0% | 9 | $1K |
| Copia Wealth Management | 0.00% | No change | 8 | $1K |
| Kilter Group LLC | 0.00% | No change | 7 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 7 | $1K |
| TopTier Wealth Management, LLC | 0.00% | New | 6 | $931 |
| Delta Asset Management LLC | 0.00% | No change | 5 | $801 |
| Register Financial Advisors LLC | 0.00% | New | 4 | $620 |
"% of holder's portfolio" is IUSG's weight in each manager's 13F, not the share of iShares Core S&P U.S. Growth the manager owns.