iShares Ustechnology ETFIYWETF
13F holders, Q4 2025 (December 31)1,254holders +55
68new positions
80sold out
6famous investors
$198.46avg. 13F price*
At the end of Q4 2025, 1,254 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 55 from Q3 2025. 68 opened new positions and 80 sold out. The largest holders were Morgan Stanley ($1.2B), PGIM Custom Harvest LLC ($869.5M) and JPMorgan Chase & Co. ($805.4M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $71.9M |
| Exits | 80 | $89.5M |
All 13F filers, Q3 2025 → Q4 2025: 3,614,207 shares bought and 5,433,548 shares sold, net −1,819,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,254 holders
| Morgan Stanley | 0.07% | Add +3.3% | 5,773,004 | $1.2B |
| PGIM Custom Harvest LLC | 12.84% | Add +0.6% | 4,354,541 | $869.5M |
| JPMorgan Chase & Co. | 0.05% | Add +34.4% | 4,033,291 | $805.4M |
| LPL Financial LLC | 0.20% | Reduce -0.3% | 3,591,793 | $717.2M |
| Bank of America Corp. | 0.05% | Reduce -19.3% | 3,562,593 | $711.4M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -12.6% | 2,022,978 | $403.9M |
| UBS Group AG | 0.07% | Reduce -3.2% | 1,822,677 | $364.0M |
| Wells Fargo & Company | 0.06% | Reduce -2.9% | 1,551,709 | $309.8M |
| Raymond James Financial Inc. | 0.09% | Reduce -3.2% | 1,475,503 | $294.6M |
| Two Sigma Investments, LP | 0.33% | Add +84.4% | 1,038,224 | $207.3M |
| Dynasty Wealth Management, LLC | 1.93% | Reduce -11.5% | 986,140 | $196.9M |
| Royal Bank of Canada | 0.03% | Reduce -40.5% | 957,868 | $191.3M |
| RiverFront Investment Group, LLC | 3.02% | Add +2.3% | 918,400 | $183.4M |
| HSBC Holdings PLC | 0.10% | Add +3.4% | 886,487 | $177.0M |
| Ameriprise Financial Inc. | 0.03% | Reduce -16.5% | 744,568 | $148.9M |
| Commonwealth Equity Services, LLC | 0.19% | Add +1.5% | 720,720 | $143.9M |
| Osaic Holdings, Inc. | 0.19% | Reduce -11.6% | 656,889 | $131.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -2.8% | 588,276 | $117.5M |
| Cetera Investment Advisers | 0.12% | Add +2.9% | 566,967 | $113.2M |
| Sagespring Wealth Partners, LLC | 1.83% | Reduce -4.7% | 702,258 | $100.5M |
| Kestra Advisory Services, LLC | 0.37% | Add +16.0% | 446,419 | $89.1M |
| Portfolio Strategies, Inc. | 9.21% | Reduce -2.3% | 398,245 | $79.5M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -7.4% | 394,891 | $78.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.3% | 371,681 | $74.2M |
| MML Investors Services, LLC | 0.17% | Add +0.1% | 349,623 | $69.8M |
| HighTower Advisors, LLC | 0.07% | Reduce -12.6% | 340,236 | $67.9M |
| Stifel Financial Corp. | 0.06% | Add +0.8% | 320,619 | $64.0M |
| United Capital Financial Advisors, LLC | 0.38% | Add +161.6% | 318,712 | $63.6M |
| Focus Partners Wealth | 0.07% | Add +450.1% | 312,367 | $62.4M |
| Captrust Financial Advisors | 0.12% | Reduce -4.7% | 305,708 | $61.0M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -1.1% | 280,845 | $56.1M |
| BlackRock, Inc. | 0.00% | Reduce -4.2% | 254,220 | $50.8M |
| Parker Investment Management, LLC | 7.11% | Reduce -46.4% | 250,330 | $50.0M |
| Jones Financial Companies LLLP | 0.03% | Add +18.4% | 240,072 | $48.0M |
| Atlas Legacy Advisors, LLC | 8.35% | Add +11.7% | 238,284 | $47.6M |
| OneDigital Investment Advisors LLC | 0.44% | Reduce -25.3% | 223,700 | $44.7M |
| Sanctuary Advisors, LLC | 0.23% | Add +3.2% | 209,328 | $41.8M |
| Axxcess Wealth Management, LLC | 0.73% | New | 206,326 | $41.2M |
| Pinkerton Wealth, LLC | 4.17% | Add +2.0% | 203,871 | $40.7M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -5.7% | 203,191 | $40.6M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -1.1% | 201,581 | $40.3M |
| NewEdge Advisors, LLC | 0.13% | Reduce -16.0% | 183,031 | $36.5M |
| Private Advisor Group, LLC | 0.17% | Reduce -15.2% | 181,506 | $36.2M |
| Howard Capital Management Group, LLC | 2.29% | Reduce -0.8% | 181,287 | $36.2M |
| First Merchants Corp. | 1.26% | Reduce -1.1% | 170,058 | $34.0M |
| Park Avenue Securities LLC | 0.29% | Reduce -24.9% | 168,610 | $33.7M |
| OpenArc Corporate Advisory, LLC | 0.53% | — | 160,423 | $32.0M |
| Creative Planning | 0.02% | Add +0.6% | 159,905 | $31.9M |
| Concurrent Investment Advisors, LLC | 0.35% | Add +60.5% | 152,815 | $30.5M |
| Equitable Holdings, Inc. | 0.21% | Add +3.7% | 152,043 | $30.4M |
| Stratos Wealth Partners, LTD. | 0.34% | Reduce -15.2% | 147,418 | $29.4M |
| Commerce Bank | 0.16% | Reduce -3.6% | 147,081 | $29.4M |
| Mariner, LLC | 0.03% | Reduce -14.4% | 142,322 | $28.4M |
| Compound Planning, Inc. | 0.79% | Reduce -1.0% | 133,646 | $26.7M |
| Cwm, LLC | 0.07% | Reduce -4.0% | 127,828 | $25.5M |
| Assetmark, Inc. | 0.05% | Add +24.6% | 124,828 | $24.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.2% | 119,953 | $24.3M |
| Perigon Wealth Management, LLC | 0.42% | Add +2.0% | 118,705 | $23.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Reduce -50.5% | 111,932 | $22.4M |
| Patton Albertson Miller Group, LLC | 2.61% | Reduce -4.0% | 111,210 | $22.2M |
| Advisory Services Network, LLC | 0.31% | Add +95.8% | 110,419 | $22.0M |
| Stillwater Capital Advisors, LLC | 2.30% | Reduce -3.4% | 107,134 | $21.4M |
| Capital Investment Advisors, LLC | 0.33% | Reduce -2.5% | 106,892 | $21.3M |
| Bank of Montreal | 0.01% | Reduce -1.1% | 103,820 | $20.7M |
| Schroder Investment Management Group | 0.02% | Add +67.8% | 102,347 | $20.6M |
| Perennial Investment Advisors, LLC | 1.59% | Reduce -16.1% | 100,538 | $20.1M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -9.8% | 99,955 | $20.0M |
| Tritonpoint Wealth, LLC | 1.96% | Reduce -8.8% | 96,878 | $19.3M |
| Merit Financial Group, LLC | 0.15% | Reduce -8.1% | 96,665 | $19.3M |
| Corient Private Wealth LP | 0.03% | Add +4.6% | 93,752 | $18.7M |
| &partners | 0.09% | Add +34.0% | 90,781 | $18.1M |
| First Citizens Financial Corp | 8.91% | Reduce -2.3% | 90,319 | $18.0M |
| True Freedom Investing, LLC | 1.23% | Reduce -34.0% | 90,109 | $18.0M |
| WCG Wealth Advisors LLC | 0.50% | Add +85.6% | 88,669 | $17.7M |
| RVW Wealth, LLC | 1.30% | Reduce -3.0% | 85,075 | $17.0M |
| Truist Financial Corp. | 0.02% | Reduce -4.2% | 85,075 | $17.0M |
| HC Advisors, LLC | 11.47% | Add +0.6% | 82,998 | $16.6M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +12.6% | 82,831 | $16.5M |
| FMR LLC | 0.00% | Add +7.6% | 82,280 | $16.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.14% | Reduce -0.8% | 79,900 | $16.0M |
| Cerity Partners LLC | 0.02% | Add +46.8% | 79,484 | $15.9M |
| Johnson Investment Counsel Inc. | 0.12% | Add +26.6% | 73,793 | $14.7M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +9.6% | 72,657 | $14.5M |
| National Bank of Canada | 0.01% | Add +0.3% | 70,740 | $14.1M |
| Camarda Financial Advisors, LLC | 5.32% | Reduce -2.2% | 70,023 | $14.0M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -11.0% | 69,376 | $13.9M |
| Cahill Financial Advisors Inc. | 1.51% | Reduce -0.4% | 69,262 | $13.8M |
| Pettinga Financial Advisors LLC | 2.62% | Reduce -7.2% | 69,130 | $13.8M |
| Prospera Financial Services Inc | 0.22% | Add +11.5% | 66,127 | $13.2M |
| Atlantic Union Bankshares Corp | 0.24% | Reduce -0.5% | 64,091 | $12.8M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -4.5% | 63,696 | $12.7M |
| M&T Bank Corp | 0.04% | Reduce -0.3% | 63,642 | $12.7M |
| Rollins Financial Advisors, LLC | 1.83% | Reduce -7.7% | 62,328 | $12.4M |
| Signature Wealth Management Partners, LLC | 6.08% | Reduce -1.0% | 61,545 | $12.3M |
| Advisortrust Partners, LLC | 5.37% | — | 61,218 | $12.2M |
| Finley Financial, LLC | 5.58% | Add +0.3% | 60,992 | $12.2M |
| Lido Advisors, LLC | 0.05% | Add +12.7% | 61,361 | $12.1M |
| Farther Finance Advisors, LLC | 0.13% | Add +4.7% | 60,006 | $12.0M |
| Atria Investments, Inc | 0.13% | Add +32.7% | 59,241 | $11.8M |
| Citigroup Inc. | 0.01% | Reduce -6.0% | 58,541 | $11.7M |
| Stonebridge Financial Planning Group, LLC | 4.22% | Reduce -3.4% | 58,521 | $11.7M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +2.1% | 61,274 | $11.6M |
| CPR Investments Inc. | 7.70% | Reduce -3.1% | 57,474 | $11.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -46.6% | 57,381 | $11.5M |
| Pathstone Holdings, LLC | 0.04% | Reduce -3.1% | 56,242 | $11.2M |
| MAI Capital Management | 0.06% | Add +1.0% | 56,008 | $11.2M |
| Ssi Investment Management LLC | 4.14% | Reduce -15.9% | 55,418 | $11.1M |
| Financial Life Advisors | 3.36% | Add +1.3% | 54,641 | $10.9M |
| Perkins Coie Trust Co | 2.03% | Add +0.7% | 54,526 | $10.9M |
| Fifth Third Securities, Inc. | 0.71% | Add +3.5% | 54,175 | $10.8M |
| Jackson Wealth Management, LLC | 1.05% | Add +4.6% | 53,941 | $10.8M |
| Prostatis Group LLC | 2.56% | Add +19.4% | 53,721 | $10.7M |
| Kickstand Ventures, Llc. | 2.25% | Add +1.2% | 53,444 | $10.7M |
| IHT Wealth Management, LLC | 0.26% | Reduce -32.4% | 52,716 | $10.5M |
| High Point Wealth Management, LLC | 10.05% | — | 52,598 | $10.5M |
| Cadent Capital Advisors, LLC | 2.77% | Reduce -7.4% | 52,494 | $10.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -19.6% | 52,038 | $10.4M |
| Lifelong Wealth Advisors, Inc. | 2.76% | Reduce -18.5% | 51,903 | $10.4M |
| TBH Global Asset Management, LLC | 1.67% | Add +2656.6% | 89,590 | $10.0M |
| Mechanics Bank Trust Department | 1.30% | Reduce -3.3% | 49,704 | $9.9M |
| Three Seasons Wealth, LLC | 0.93% | Add +7.0% | 49,065 | $9.8M |
| Bleakley Financial Group, LLC | 0.17% | Reduce -1.5% | 48,116 | $9.6M |
| J.Safra Asset Management Corp | 0.50% | No change | 47,904 | $9.6M |
| Essex LLC | 1.68% | Reduce -1.1% | 47,511 | $9.5M |
| Spire Wealth Management | 0.32% | Reduce -7.5% | 47,194 | $9.4M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -3.1% | 46,988 | $9.4M |
| Kingswood Wealth Advisors, LLC | 0.45% | Add +0.1% | 46,578 | $9.3M |
| Certuity, LLC | 0.58% | Reduce -1.4% | 46,350 | $9.3M |
| Cottonwood Capital Advisors, LLC | 6.51% | Reduce -1.0% | 45,714 | $9.1M |
| One Wealth Advisors, LLC | 1.09% | Add +0.1% | 44,826 | $9.0M |
| AE Wealth Management LLC | 0.05% | Reduce -7.3% | 44,800 | $8.9M |
| Manufacturers Life Insurance Company, The | 0.01% | New | 44,733 | $8.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -2.3% | 44,181 | $8.8M |
| Liberty Wealth Management LLC | 1.14% | Reduce -1.7% | 44,064 | $8.8M |
| Crown Wealth Group, LLC | 2.45% | Reduce -19.5% | 43,880 | $8.8M |
| MA Private Wealth | 1.45% | Reduce -63.5% | 43,668 | $8.7M |
| RPS Advisory Solutions LLC | 4.08% | Reduce -1.1% | 43,288 | $8.6M |
| Hemming& Wealth Management, Inc. | 5.91% | — | 43,241 | $8.6M |
| Pittenger & Anderson Inc. | 0.33% | No change | 43,015 | $8.6M |
| Dynamic Advisor Solutions LLC | 0.27% | Reduce -22.0% | 42,903 | $8.6M |
| Focus Financial Network, Inc. | 0.30% | Reduce -1.2% | 42,883 | $8.6M |
| CoreCap Advisors, LLC | 0.30% | Reduce -17.7% | 42,728 | $8.5M |
| Keebeck Wealth Management | 0.98% | Reduce -2.4% | 42,363 | $8.5M |
| Bartlett & Co. Wealth Management LLC | 0.11% | Add +20.6% | 42,286 | $8.4M |
| Central Pacific Bank - Trust Division | 1.07% | Reduce -10.3% | 42,244 | $8.4M |
| Baird Financial Group, Inc. | 0.01% | Add +15.4% | 41,898 | $8.4M |
| Ciovacco Capital Management LLC | 4.16% | Add +2.2% | 41,568 | $8.3M |
| BBR Partners, LLC | 0.44% | Add +33.9% | 41,173 | $8.2M |
| Bank of New York Mellon Corp | 0.00% | Add +17.0% | 41,031 | $8.2M |
| Independent Financial Group, LLC | 0.18% | Add +0.0% | 40,573 | $8.1M |
| Strategic Blueprint, LLC | 0.48% | Reduce -21.6% | 40,291 | $8.0M |
| Elevated Financial Group LLC | 2.77% | — | 40,146 | $8.0M |
| Scotia Capital Inc. | 0.03% | Reduce -5.8% | 40,059 | $8.0M |
| Simmons Bank | 0.53% | Reduce -0.3% | 39,911 | $8.0M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Reduce -5.3% | 39,584 | $7.9M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +12.5% | 39,033 | $7.8M |
| Principal Securities, Inc. | 0.12% | Reduce -0.4% | 38,950 | $7.8M |
| Summit Financial Consulting LLC | 5.64% | Add +11.7% | 38,904 | $7.8M |
| Cary Street Partners Financial LLC | 0.19% | Reduce -6.4% | 38,784 | $7.7M |
| Berkeley Capital Partners, LLC | 1.80% | Reduce -1.9% | 38,159 | $7.6M |
| Northern Trust Corp. | 0.00% | Reduce -15.4% | 37,667 | $7.5M |
| Centerline Wealth Advisors, LLC | 2.72% | Reduce -13.3% | 37,607 | $7.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -74.3% | 37,158 | $7.4M |
| Shepherd Financial Partners LLC | 0.67% | Add +10.4% | 36,210 | $7.2M |
| IFP Advisors, Inc | 0.16% | Reduce -13.3% | 36,070 | $7.2M |
| US Bancorp \de | 0.01% | Add +8.6% | 35,993 | $7.2M |
| Kingsman Wealth Management, Inc. | 3.86% | Add +16.2% | 35,704 | $7.1M |
| Empirical Asset Management, LLC | 2.01% | Reduce -1.9% | 35,653 | $7.1M |
| Quotient Wealth Partners, LLC | 0.19% | Reduce -90.4% | 35,425 | $7.1M |
| CFS Investment Advisory Services, LLC | 0.50% | Reduce -7.0% | 34,477 | $6.9M |
| Commonwealth Financial Services, LLC | 1.12% | Reduce -9.3% | 33,941 | $6.8M |
| EP Wealth Advisors, LLC | 0.04% | — | 33,774 | $6.7M |
| Schmidt P J Investment Management Inc. | 1.10% | Reduce -3.3% | 33,758 | $6.7M |
| Comerica Bank | 0.03% | Reduce -8.1% | 33,541 | $6.7M |
| Sigma Planning Corp | 0.18% | Reduce -7.0% | 33,539 | $6.7M |
| Staley Capital Advisers Inc. | 0.27% | No change | 32,980 | $6.6M |
| Tableaux LLC | 4.63% | Reduce -52.1% | 30,397 | $6.5M |
| Icon Wealth Advisors, LLC | 0.43% | Add +1.3% | 32,587 | $6.5M |
| Ieq Capital, LLC | 0.02% | Add +9.0% | 32,570 | $6.5M |
| Valor Advisors LLC | 5.40% | — | 32,477 | $6.5M |
| Fortitude Family Office, LLC | 1.51% | Reduce -8.6% | 32,298 | $6.4M |
| First Heartland Consultants, Inc. | 0.49% | Reduce -0.4% | 32,240 | $6.4M |
| Daybright Advisory Services, Inc. | 1.71% | — | 32,149 | $6.4M |
| AdvisorShares Investments LLC | 1.06% | Add +12.1% | 31,917 | $6.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.38% | Add +4.1% | 31,916 | $6.4M |
| WealthBridge Capital Management, LLC | 1.45% | Reduce -4.2% | 31,865 | $6.4M |
| Integrity Alliance, Llc. | 0.23% | Reduce -3.1% | 31,742 | $6.3M |
| Founders Financial Securities LLC | 0.36% | Add +3.5% | 30,995 | $6.2M |
| Pettyjohn, Wood & White, Inc. | 0.96% | Reduce -3.0% | 30,834 | $6.2M |
| 1832 Asset Management L.P. | 0.01% | Add +79.1% | 30,608 | $6.1M |
| Trek Financial, LLC | 0.35% | Add +863.7% | 30,404 | $6.1M |
| Blair William & Co. | 0.02% | Reduce -3.8% | 30,300 | $6.1M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +5.2% | 30,226 | $6.0M |
| Harbour Investments, Inc. | 0.12% | Reduce -5.4% | 30,014 | $6.0M |
| Creative Financial Designs Inc. | 0.37% | Reduce -6.8% | 29,724 | $5.9M |
| Jaffetilchin Investment Partners, LLC | 0.34% | Reduce 0.0% | 28,900 | $5.8M |
| Swmg, LLC | 1.59% | Add +45.2% | 29,590 | $5.7M |
| Carnegie Investment Counsel | 0.11% | Reduce -2.8% | 28,631 | $5.7M |
| Unique Wealth, LLC | 0.80% | Reduce -2.5% | 28,539 | $5.7M |
| Allstate Corp. | 0.08% | Add +25.9% | 28,080 | $5.6M |
| Security Financial Services, INC. | 0.88% | Reduce -0.9% | 28,008 | $5.6M |
| Avid Wealth Partners LLC | 2.70% | Add +1.0% | 27,639 | $5.5M |
| Quantinno Capital Management LP | 0.01% | Add +24.8% | 27,449 | $5.5M |
| Montecito Bank & Trust | 0.87% | Reduce -3.5% | 27,373 | $5.5M |
| First National Bank of Omaha | 0.16% | Add +1240.1% | 26,802 | $5.4M |
| Financial Freedom, LLC | 2.67% | Reduce -1.3% | 26,958 | $5.4M |
| Arkadios Wealth Advisors | 0.11% | Add +1.4% | 26,598 | $5.3M |
| Gallagher Capital Advisors, LLC | 3.43% | Reduce -2.6% | 26,585 | $5.3M |
| Counterweight Ventures, LLC | 2.96% | Add +1.4% | 26,393 | $5.3M |
| Forthright Family Wealth Advisory LLC | 3.30% | Add +1.8% | 26,277 | $5.2M |
| Ethos Financial Group, LLC | 0.39% | Reduce -0.1% | 26,094 | $5.2M |
| Avidian Wealth Enterprises, LLC | 0.19% | Add +1.1% | 26,090 | $5.2M |
| Stephens Inc. | 0.06% | Add +1.4% | 25,953 | $5.2M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Reduce -1.5% | 25,743 | $5.1M |
| WealthCare Asset Management, LLC | 4.69% | — | 25,723 | $5.1M |
| Koshinski Asset Management, Inc. | 0.33% | Reduce -4.3% | 25,357 | $5.1M |
| Parallel Advisors, LLC | 0.09% | Reduce -3.1% | 25,197 | $5.0M |
| Rathbones Group PLC | 0.02% | Reduce -7.1% | 25,160 | $5.0M |
| Valmark Advisers, Inc. | 0.06% | Add +5.8% | 24,823 | $5.0M |
| Brown Advisory Inc. | 0.01% | Reduce -3.5% | 24,562 | $4.9M |
| Weinberger Asset Management, Inc | 1.76% | Add +0.0% | 24,406 | $4.9M |
| Ameritas Advisory Services, LLC | 0.18% | Add +10.7% | 24,328 | $4.9M |
| NorthRock Partners, LLC | 0.08% | Reduce -46.8% | 24,087 | $4.8M |
| Capital Analysts, LLC | 0.13% | Add +0.3% | 24,037 | $4.8M |
| Gilliland Jeter Wealth Management LLC | 1.45% | Add +5.6% | 24,027 | $4.8M |
| WBH Advisory Inc. | 0.35% | Reduce -3.2% | 23,876 | $4.8M |
| Keybank National Association | 0.02% | Reduce -0.6% | 23,484 | $4.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -3.3% | 23,236 | $4.6M |
| Mutual Advisors, LLC | 0.10% | Reduce -8.4% | 23,174 | $4.6M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +131.1% | 22,985 | $4.6M |
| Cibc World Market Inc. | 0.01% | Reduce -1.3% | 22,907 | $4.6M |
| DT Investment Partners, LLC | 0.37% | No change | 22,678 | $4.5M |
| Global Retirement Partners, LLC | 0.08% | Add +8.0% | 22,507 | $4.5M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -7.5% | 22,423 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Add +6.0% | 22,421 | $4.5M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -0.9% | 22,390 | $4.5M |
| Laurel Wealth Advisors LLC | 0.59% | Add +0.9% | 22,372 | $4.5M |
| Sunbelt Securities, Inc. | 0.29% | Reduce -1.9% | 21,945 | $4.4M |
| Mgo One Seven LLC | 0.09% | Reduce -10.2% | 21,801 | $4.4M |
| IFG Advisory, LLC | 0.19% | Reduce -2.4% | 21,690 | $4.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +12.9% | 21,636 | $4.3M |
| Ascent Group, LLC | 0.15% | Reduce -4.2% | 21,618 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +0.1% | 21,543 | $4.3M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -30.5% | 21,515 | $4.3M |
| Meridian Wealth Management, LLC | 0.15% | Reduce -3.4% | 21,419 | $4.3M |
| Forte Asset Management LLC | 1.92% | Reduce -0.1% | 21,133 | $4.2M |
| Citizens Financial Group Inc. | 0.05% | Add +16.9% | 20,358 | $4.1M |
| Acropolis Investment Management, LLC | 0.18% | Reduce -1.7% | 20,338 | $4.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -4.9% | 20,240 | $4.0M |
| Clifford Swan Investment Counsel LLC | 0.13% | No change | 20,033 | $4.0M |
| CreativeOne Wealth, LLC | 0.10% | Add +12.1% | 19,888 | $4.0M |
| Cypress Wealth Services, LLC | 0.55% | Reduce -9.3% | 19,848 | $4.0M |
| Wealth Alliance, LLC | 0.39% | Add +1.8% | 19,823 | $4.0M |
| TSA Wealth Managment LLC | 1.30% | Add +2.1% | 19,656 | $3.9M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -0.6% | 19,436 | $3.9M |
| Midwest Trust Co | 0.05% | Reduce -0.5% | 19,365 | $3.9M |
| Sowell Financial Services LLC | 0.14% | Add +1.0% | 19,194 | $3.8M |
| Secure Asset Management, LLC | 0.60% | Reduce -11.9% | 19,129 | $3.8M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -1.1% | 18,847 | $3.8M |
| Stonebrook Private Inc. | 0.79% | Reduce -5.1% | 18,830 | $3.8M |
| Lakeshore Financial Planning, Inc. | 1.34% | Add +23.0% | 18,751 | $3.7M |
| Amundi | 0.00% | Reduce -20.7% | 18,648 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.56% | Reduce -1.5% | 18,443 | $3.7M |
| AQR Capital Management | 0.00% | Add +15.0% | 18,331 | $3.7M |
| Lifestyle Asset Management, Inc. | 1.19% | Add +34.8% | 18,246 | $3.6M |
| Connecticut Wealth Management, LLC | 0.16% | No change | 18,232 | $3.6M |
| Joel Isaacson & Co., LLC | 0.12% | Add +14.8% | 18,138 | $3.6M |
| Caprock Group, LLC | 0.08% | Add +1.4% | 18,134 | $3.6M |
| Capital Advisory Group Advisory Services, LLC | 1.06% | Reduce -0.7% | 17,990 | $3.6M |
| Sovran Advisors, LLC | 0.30% | Reduce -1.3% | 17,881 | $3.6M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -0.0% | 17,854 | $3.6M |
| Quest 10 Wealth Builders, Inc. | 3.19% | Reduce -0.9% | 17,853 | $3.6M |
| Tennessee Valley Asset Management Partners | 0.46% | Add +18.4% | 17,697 | $3.5M |
| Arete Wealth Advisors, LLC | 0.24% | Add +246.9% | 17,684 | $3.5M |
| TRUE Private Wealth Advisors | 0.35% | Add +51.2% | 17,554 | $3.5M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -12.0% | 17,530 | $3.5M |
| Inscription Capital, LLC | 0.36% | Add +5.1% | 17,512 | $3.5M |
| Mosley Wealth Management | 1.59% | — | 17,302 | $3.5M |
| Parsons Capital Management Inc. | 0.19% | Reduce -1.9% | 17,267 | $3.4M |
| RFG Advisory, LLC | 0.06% | Add +3.2% | 17,267 | $3.4M |
| Glenview Trust Co | 0.05% | Add +25.3% | 17,120 | $3.4M |
| Matthew Goff Investment Advisor, LLC | 0.61% | Reduce -3.4% | 17,111 | $3.4M |
| HB Wealth Management, LLC | 0.02% | Add +2.3% | 17,101 | $3.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.60% | Reduce -7.4% | 16,967 | $3.4M |
| Haverford Trust Co | 0.03% | No change | 16,784 | $3.4M |
| Flagstar Securities, Inc. | 1.12% | Reduce -1.5% | 16,710 | $3.3M |
| Terra Nova Asset Management LLC | 2.17% | Reduce -0.4% | 16,488 | $3.3M |
| Choreo, LLC | 0.04% | Reduce -8.6% | 16,145 | $3.3M |
| Ayalon Insurance Comp Ltd. | 0.79% | No change | 16,230 | $3.2M |
| Balboa Wealth Partners | 0.53% | Reduce -2.2% | 16,094 | $3.2M |
| Mullooly Asset Management, Inc. | 1.17% | Reduce -4.4% | 15,989 | $3.2M |
| Oak Barrel Wealth Advisory LLC | 1.90% | — | 15,939 | $3.2M |
| First Manhattan Co. Llc. | 0.01% | Add +0.1% | 15,916 | $3.2M |
| Lakeridge Wealth Management LLC | 1.44% | Reduce -8.6% | 15,907 | $3.2M |
| First United Bank & Trust | 1.01% | Reduce -0.6% | 15,816 | $3.2M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -56.9% | 15,788 | $3.2M |
| Barclays PLC | 0.00% | Add +772.1% | 15,750 | $3.1M |
| Condor Capital Management | 0.25% | Reduce -9.4% | 15,708 | $3.1M |
| Tyche Wealth Partners LLC | 0.50% | Reduce -5.4% | 15,702 | $3.1M |
| Promethium Advisors,llc | 1.69% | Reduce -0.2% | 15,658 | $3.1M |
| Activest Wealth Management | 0.58% | Add +1246.1% | 15,615 | $3.1M |
| Trustmark Bank Trust Department | 0.20% | Add +14.8% | 15,487 | $3.1M |
| Regal Investment Advisors LLC | 0.18% | Reduce -3.0% | 15,451 | $3.1M |
| Gotham Asset Management | 0.01% | Reduce -3.5% | 15,440 | $3.1M |
| Integrity Advisory Solutions, LLC | 0.44% | Add +3.9% | 15,355 | $3.1M |
| Waverly Advisors, LLC | 0.02% | Reduce -1.0% | 15,298 | $3.1M |
| PFG Investments, LLC | 0.14% | Reduce -54.4% | 15,272 | $3.0M |
| Brookstone Capital Management | 0.03% | Reduce -3.9% | 15,233 | $3.0M |
| MMBG Investment Advisors Co. | 0.26% | Reduce -18.6% | 15,206 | $3.0M |
| Nwam LLC | 0.17% | Reduce -11.6% | 15,192 | $3.0M |
| Leeward Financial Partners, LLC | 0.84% | Reduce -2.9% | 15,002 | $3.0M |
| W Advisors, LLC | 1.50% | Reduce -0.6% | 14,937 | $3.0M |
| Second Half Financial Partners, LLC | 1.32% | No change | 14,855 | $3.0M |
| Duncker Streett & Co. Inc. | 0.53% | Reduce -1.3% | 14,853 | $3.0M |
| Client 1ST Advisory Group, LLC | 0.93% | Add +2.1% | 14,786 | $3.0M |
| VestGen Advisors, LLC | 0.13% | Reduce -6.3% | 14,729 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.3% | 14,712 | $2.9M |
| Transamerica Financial Advisors, LLC | 0.25% | Reduce -0.7% | 14,711 | $2.9M |
| Adams Wealth Management | 0.61% | Reduce -5.1% | 14,344 | $2.9M |
| CacheTech Inc. | 0.53% | Reduce -5.1% | 14,344 | $2.9M |
| Benjamin Edwards Inc. | 0.03% | Add +8.9% | 14,320 | $2.9M |
| Tempus Wealth Planning, LLC | 0.65% | Reduce -2.6% | 14,154 | $2.8M |
| World Investment Advisors | 0.05% | Add +84.3% | 14,127 | $2.8M |
| Lakeshore Capital Group, Inc. | 2.22% | Reduce -1.4% | 13,880 | $2.8M |
| Centaurus Financial, Inc. | 0.13% | Add +0.7% | 13,851 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +4.8% | 13,701 | $2.7M |
| Western Wealth Management, LLC | 0.13% | Reduce -6.3% | 13,636 | $2.7M |
| KKM Financial LLC | 0.48% | Reduce -4.8% | 13,505 | $2.7M |
| Eagle Strategies LLC | 0.34% | Add +0.3% | 13,503 | $2.7M |
| Conservest Capital Advisors, Inc. | 0.24% | Reduce -8.0% | 13,496 | $2.7M |
| Roof Eidam Maycock Peralta, LLC | 0.61% | No change | 13,408 | $2.7M |
| Silver Oak Securities, Incorporated | 0.18% | Add +14.3% | 13,258 | $2.7M |
| LVW Advisors, LLC | 0.27% | Reduce -0.3% | 13,362 | $2.7M |
| Savant Capital, LLC | 0.02% | Add +4.8% | 13,327 | $2.7M |
| ONE Advisory Partners, LLC | 0.80% | Reduce -8.2% | 13,234 | $2.6M |
| LongView Wealth Management | 0.64% | Reduce -1.8% | 12,991 | $2.6M |
| USA Financial Formulas | 0.48% | Reduce -13.7% | 13,126 | $2.6M |
| Waddell & Associates, LLC | 0.18% | No change | 13,098 | $2.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.56% | Add +673.9% | 13,079 | $2.6M |
| Mayflower Financial Advisors, LLC | 0.32% | Add +1.3% | 13,075 | $2.6M |
| Concorde Asset Management, LLC | 1.03% | Reduce -5.7% | 12,909 | $2.6M |
| Evolve Private Wealth, LLC | 0.15% | — | 12,896 | $2.6M |
| Montis Financial, LLC | 0.51% | Reduce -2.0% | 12,873 | $2.6M |
| Summit Financial, LLC | 0.04% | Add +9.5% | 12,805 | $2.6M |
| Financial Perspectives, Inc | 0.69% | Add +1.1% | 12,796 | $2.6M |
| Money Concepts Capital Corp. | 0.14% | Add +6.2% | 12,703 | $2.5M |
| M1 Capital Management LLC | 1.06% | Reduce -9.5% | 12,676 | $2.5M |
| Keystone Wealth Services, LLC | 0.53% | Reduce -3.5% | 12,646 | $2.5M |
| LRI Investments, LLC | 0.20% | No change | 12,465 | $2.5M |
| Allworth Financial LP | 0.01% | Add +24.1% | 12,319 | $2.5M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +0.3% | 12,216 | $2.4M |
| BridgePort Financial Solutions, LLC | 0.65% | Reduce -8.3% | 12,158 | $2.4M |
| Cyndeo Wealth Partners, LLC | 0.13% | Add +15.0% | 12,073 | $2.4M |
| Ballew Advisors, Inc | 1.34% | Reduce -3.1% | 11,792 | $2.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +12.9% | 11,812 | $2.4M |
| Beacon Financial Group | 0.23% | Add +15.2% | 11,776 | $2.4M |
| Bragg Financial Advisors, Inc | 0.08% | No change | 11,694 | $2.3M |
| Advus Financial Partners, LLC | 0.56% | Reduce -12.1% | 11,604 | $2.3M |
| Principle Wealth Partners LLC | 0.13% | Reduce -0.3% | 11,548 | $2.3M |
| Outlook Wealth Advisors, LLC | 0.52% | Reduce -4.2% | 11,487 | $2.3M |
| Ewa, LLC | 0.56% | Add +7.4% | 11,414 | $2.3M |
| Ibex Wealth Advisors | 0.22% | Add +57.8% | 11,410 | $2.3M |
| Legacy Private Trust Co. | 0.13% | Reduce -1.6% | 11,362 | $2.3M |
| Clear Creek Financial Management, LLC | 0.18% | Reduce -4.2% | 11,342 | $2.3M |
| Market Street Wealth Management Advisors LLC | 0.35% | Reduce -3.0% | 11,331 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -1.1% | 11,211 | $2.2M |
| Dale Q Rice Investment Management Ltd | 1.60% | Reduce -0.2% | 11,199 | $2.2M |
| Eq LLC | 0.64% | Add +3.0% | 11,100 | $2.2M |
| Nova Wealth Management, Inc. | 1.52% | Reduce -0.3% | 11,075 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.22% | Add +4.2% | 10,896 | $2.2M |
| Apollon Financial, LLC | 0.32% | Add +2.3% | 10,944 | $2.2M |
| West Wealth Group, LLC | 0.45% | Reduce -4.5% | 10,886 | $2.2M |
| AdvisorNet Financial, Inc | 0.12% | Add +5.9% | 10,870 | $2.2M |
| WealthCare Investment Partners, LLC | 0.63% | Reduce -2.6% | 10,855 | $2.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.7% | 10,780 | $2.2M |
| Magnus Financial Group LLC | 0.16% | Add +1.1% | 10,707 | $2.1M |
| Canvas Wealth Advisors, LLC | 0.36% | No change | 10,702 | $2.1M |
| Apella Capital, LLC | 0.04% | New | 10,656 | $2.1M |
| Castle Rock Wealth Management, LLC | 0.46% | Add +2.6% | 10,989 | $2.1M |
| Kovack Advisors, Inc. | 0.10% | Add +110.0% | 10,622 | $2.1M |
| Allen Investment Management, LLC | 0.02% | Add +94.1% | 10,606 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Add +1.5% | 10,571 | $2.1M |
| Wealth Quarterback LLC | 0.75% | Reduce -46.6% | 10,500 | $2.1M |
| Coastal Bridge Advisors, LLC | 0.16% | Reduce -0.7% | 10,487 | $2.1M |
| Sonata Capital Group Inc. | 0.76% | No change | 10,480 | $2.1M |
| NCM Capital Management, LLC | 0.78% | Add +2.0% | 10,472 | $2.1M |
| Global Financial Private Client, LLC | 0.73% | No change | 10,464 | $2.1M |
| Montz Harcus Wealth Management LLC | 0.85% | Add +0.6% | 10,453 | $2.1M |
| Redwood Financial Network Corp | 1.31% | Add +5.7% | 10,307 | $2.1M |
| LiftPoint Family Wealth Advisors LLC | 1.75% | — | 10,280 | $2.1M |
| Patten & Patten Inc. | 0.12% | No change | 10,273 | $2.1M |
| Wesbanco Bank Inc. | 0.06% | Reduce -1.4% | 10,216 | $2.0M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -0.2% | 10,132 | $2.0M |
| AlphaCore Capital LLC | 0.05% | Add +293.9% | 10,108 | $2.0M |
| Renaissance Technologies | 0.00% | Reduce -40.6% | 10,100 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -2.3% | 9,996 | $2.0M |
| Visionary Wealth Advisors | 0.09% | Add +0.0% | 9,989 | $2.0M |
| Csenge Advisory Group | 0.09% | Reduce -1.8% | 9,903 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +158.4% | 9,888 | $2.0M |
| Maltin Wealth Management, Inc. | 0.78% | Reduce -1.3% | 9,832 | $2.0M |
| Northside Capital Management, LLC | 0.17% | No change | 9,800 | $2.0M |
| Kelly Financial Services LLC | 0.49% | Reduce -20.0% | 9,705 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Add +4.7% | 9,670 | $1.9M |
| Maia Wealth LLC | 0.33% | Reduce -5.7% | 10,078 | $1.9M |
| May Hill Capital, LLC | 0.52% | Add +0.9% | 9,591 | $1.9M |
| Boston Family Office LLC | 0.12% | No change | 9,500 | $1.9M |
| High Falls Advisors, Inc | 0.38% | Reduce -30.1% | 9,487 | $1.9M |
| Westbourne Investments, Inc. | 0.88% | Reduce -4.6% | 9,487 | $1.9M |
| Lake Street Private Wealth, LLC | 0.23% | Reduce -1.9% | 9,444 | $1.9M |
| Advisory Alpha, LLC | 0.05% | Reduce -14.2% | 9,405 | $1.9M |
| International Assets Investment Management, LLC | 0.13% | Add +51.5% | 9,355 | $1.9M |
| Aviance Capital Partners, LLC | 0.22% | Reduce -1.3% | 9,347 | $1.9M |
| Ridgeline Wealth, LLC | 1.29% | Reduce -4.2% | 9,340 | $1.9M |
| Beacon Bridge Wealth Partners, LLC | 0.62% | Reduce -70.4% | 9,329 | $1.9M |
| Carret Asset Management, LLC | 0.18% | Reduce -0.3% | 9,327 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -81.9% | 9,324 | $1.9M |
| HCR Wealth Advisors | 0.18% | Reduce -0.2% | 9,214 | $1.8M |
| Apeiron RIA LLC | 0.37% | Reduce -41.6% | 9,211 | $1.8M |
| Meridian Management Co. | 0.45% | No change | 9,200 | $1.8M |
| Blue Trust, Inc. | 0.02% | Reduce -11.3% | 9,177 | $1.8M |
| Wallace Hart LLC | 1.35% | Add +365.3% | 9,175 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -1.6% | 9,146 | $1.8M |
| First National Trust Co | 0.06% | Reduce -5.3% | 9,101 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.64% | New | 8,985 | $1.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.62% | Reduce -34.7% | 8,943 | $1.8M |
| Modern Wealth Management, LLC | 0.03% | Add +68.8% | 8,937 | $1.8M |
| CX Institutional | 0.05% | Add +2.8% | 8,810 | $1.8M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.21% | — | 8,808 | $1.8M |
| Catalina Capital Group, LLC | 1.07% | Reduce -14.6% | 8,761 | $1.7M |
| Fulcrum Equity Management | 1.67% | Reduce -32.9% | 8,744 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.8% | 8,681 | $1.7M |
| Sharkey, Howes & Javer | 0.22% | Add +1.2% | 8,670 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -66.4% | 8,628 | $1.7M |
| Guidance Capital, Inc. | 0.42% | Add +0.8% | 8,655 | $1.7M |
| Chesley Taft & Associates LLC | 0.07% | Reduce -10.0% | 8,606 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.06% | Reduce -9.7% | 8,584 | $1.7M |
| Investment Advisory Group, LLC | 0.44% | Add +4.8% | 8,541 | $1.7M |
| Aprio Wealth Management, LLC | 0.10% | Reduce -1.7% | 7,055 | $1.7M |
| Quadrant Private Wealth Management, LLC | 0.28% | Add +0.7% | 8,531 | $1.7M |
| Debussy Capital Management LP | 0.23% | Reduce -2.1% | 8,528 | $1.7M |
| Balance Wealth Partners LLC | 0.54% | Reduce -0.2% | 8,481 | $1.7M |
| Lewis Asset Management, LLC | 0.69% | Reduce -5.6% | 8,477 | $1.7M |
| QRG Capital Management, Inc. | 0.02% | Add +5.1% | 8,395 | $1.7M |
| Franklin Resources Inc. | 0.00% | No change | 8,334 | $1.7M |
| Austin Private Wealth, LLC | 0.12% | Reduce -12.9% | 8,331 | $1.7M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -1.3% | 8,318 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -2.6% | 8,306 | $1.7M |
| Intrepid Financial Planning Group LLC | 0.63% | Reduce -0.1% | 8,278 | $1.7M |
| Freestone Capital Holdings, LLC | 0.05% | Add +0.0% | 8,258 | $1.6M |
| Private Trust Co. NA | 0.14% | Reduce -2.1% | 8,187 | $1.6M |
| Keystone Financial Services | 0.49% | Reduce -77.3% | 8,183 | $1.6M |
| Compass Financial Group, Inc. (Ohio) | 1.19% | — | 8,170 | $1.6M |
| Avior Wealth Management, LLC | 0.05% | Add +15.7% | 8,134 | $1.6M |
| Meridian Wealth Advisors, LLC | 0.22% | Reduce -7.2% | 8,076 | $1.6M |
| Accel Wealth Management | 0.44% | Add +31.4% | 8,066 | $1.6M |
| Davis Wealth Advisors, LLC | 1.33% | Reduce -10.3% | 8,029 | $1.6M |
| Bawa N Mallick Trust | 0.59% | No change | 8,000 | $1.6M |
| Charter Oak Capital Management, LLC | 0.12% | Reduce -11.7% | 7,989 | $1.6M |
| Teucrium Investment Advisors, LLC | 1.75% | — | 7,981 | $1.6M |
| Asempa Wealth Advisors | 1.36% | — | 7,900 | $1.6M |
| Worth Asset Management, LLC | 0.66% | Add +185.8% | 7,840 | $1.6M |
| JB Capital LLC | 0.06% | Add +13.8% | 7,837 | $1.6M |
| Pallas Capital Advisors LLC | 0.05% | Add +42.0% | 7,809 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Add +320.6% | 7,773 | $1.6M |
| Wealthstar Advisors, LLC | 0.84% | Reduce -58.1% | 7,718 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 7,618 | $1.5M |
| Empower Advisory Group, LLC | 0.00% | Add +44.4% | 7,592 | $1.5M |
| Venturi Wealth Management, LLC | 0.07% | Reduce -2.5% | 7,495 | $1.5M |
| Adell Harriman & Carpenter Inc. | 0.09% | Reduce -37.8% | 7,470 | $1.5M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -1.0% | 7,454 | $1.5M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -43.7% | 7,420 | $1.5M |
| Vise Technologies, Inc. | 0.03% | Add +144.0% | 7,352 | $1.5M |
| Detalus Advisors, LLC | 0.36% | New | 7,346 | $1.5M |
| Moors & Cabot, Inc. | 0.06% | Add +4.9% | 7,343 | $1.5M |
| Curi Capital, LLC | 0.03% | Add +6.6% | 7,310 | $1.5M |
| Kaydan Wealth Management, Inc. | 0.42% | No change | 7,185 | $1.4M |
| KM Capital Management Ltd. | 0.73% | Add +390.0% | 7,178 | $1.4M |
| Rossby Financial, LCC | 0.45% | Reduce -1.7% | 7,176 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | — | 7,171 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 0.92% | Add +6.5% | 7,170 | $1.4M |
| Saxon Interests, Inc. | 0.51% | Reduce -5.0% | 7,159 | $1.4M |
| Invesco Ltd. | 0.00% | Add +312.7% | 7,086 | $1.4M |
| M3 Advisory Group, LLC | 0.85% | Reduce -0.7% | 6,972 | $1.4M |
| Shared Vision Wealth Group LLC | 0.56% | Reduce -3.6% | 6,917 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +2.2% | 6,962 | $1.4M |
| CWA Asset Management Group, LLC | 0.05% | Add +0.7% | 6,955 | $1.4M |
| Lanark Financial, Inc. | 0.10% | Add +0.4% | 6,922 | $1.4M |
| Greenspring Advisors, LLC | 0.08% | Add +282.6% | 6,890 | $1.4M |
| Westside Investment Management, Inc. | 0.22% | No change | 6,852 | $1.4M |
| Stanich Group LLC | 1.03% | Add +0.1% | 6,844 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Reduce -11.2% | 6,793 | $1.4M |
| Aurora Private Wealth, Inc. | 0.89% | — | 6,768 | $1.4M |
| Nikulski Financial, Inc. | 0.32% | Reduce -17.9% | 6,734 | $1.3M |
| First Western Trust Bank | 0.07% | No change | 6,700 | $1.3M |
| Maryland Capital Advisors Inc. | 0.45% | No change | 6,680 | $1.3M |
| Olde Wealth Management, LLC | 0.41% | No change | 6,667 | $1.3M |
| Willner & Heller, LLC | 0.95% | Add +0.0% | 6,613 | $1.3M |
| Lee Johnson Capital Management, LLC | 0.45% | Reduce -6.6% | 6,596 | $1.3M |
| PKS Advisory Services, LLC | 0.30% | Reduce -1.0% | 6,580 | $1.3M |
| Harborfront Financial Group LLC | 9.75% | — | 6,561 | $1.3M |
| Yeomans Consulting Group, Inc. | 0.38% | Add +6.1% | 6,529 | $1.3M |
| Brooktree Capital Management | 0.86% | Reduce -4.0% | 6,476 | $1.3M |
| Zhang Financial LLC | 0.05% | No change | 6,454 | $1.3M |
| Essex Financial Services, Inc. | 0.07% | Reduce -1.9% | 6,449 | $1.3M |
| Diversify Wealth Management, LLC | 0.06% | New | 6,371 | $1.3M |
| KPP Advisory Services LLC | 0.19% | Reduce -8.7% | 6,402 | $1.3M |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -2.0% | 6,383 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.13% | Reduce -5.9% | 6,348 | $1.3M |
| Harmony Asset Management LLC | 0.42% | Reduce -41.0% | 6,305 | $1.3M |
| Redstone Wealth Management, LLC | 0.99% | — | 6,277 | $1.3M |
| Cooper Financial Group | 0.13% | Reduce -8.4% | 6,159 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +1.6% | 6,148 | $1.2M |
| Comprehensive Financial Planning, Inc. | 0.81% | Add +46.1% | 6,135 | $1.2M |
| StoneX Group Inc. | 0.05% | Add +22.1% | 6,117 | $1.2M |
| Victory Financial Group, LLC | 0.15% | New | 6,100 | $1.2M |
| Hudson Portfolio Management LLC | 1.05% | Reduce -5.2% | 6,100 | $1.2M |
| Arax Advisory Partners | 0.04% | New | 6,081 | $1.2M |
| Smartleaf Asset Management LLC | 0.05% | Reduce -76.3% | 6,025 | $1.2M |
| Lavaca Capital LLC | 0.20% | Add +1.0% | 6,059 | $1.2M |
| Stratos Investment Management, LLC | 0.05% | Add +2.0% | 6,026 | $1.2M |
| Axecap Investments, LLC | 0.74% | Add +7.8% | 5,993 | $1.2M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 5,992 | $1.2M |
| Tradition Wealth Management, LLC | 0.08% | Reduce -5.2% | 5,913 | $1.2M |
| Dagco, Inc. | 0.27% | Add +10.0% | 5,883 | $1.2M |
| Stillwater Wealth Management Group | 0.79% | Reduce -0.2% | 5,850 | $1.2M |
| Park National Corp. | 0.04% | Reduce -1.5% | 5,850 | $1.2M |
| Invictus Private Wealth, LLC | 0.07% | Reduce -0.6% | 5,833 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -11.7% | 5,789 | $1.2M |
| Petix & Botte Co | 0.26% | Add +0.3% | 5,774 | $1.2M |
| Montag A & Associates Inc. | 0.05% | Add +2.0% | 5,767 | $1.2M |
| Harbor Investment Advisory, LLC | 0.09% | Add +5.1% | 5,730 | $1.1M |
| Chapin Davis, Inc. | 0.27% | No change | 5,719 | $1.1M |
| Retirement Wealth Solutions LLC | 0.72% | Add +15.5% | 5,712 | $1.1M |
| Latitude Advisors, LLC | 0.50% | Reduce -5.9% | 5,686 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Add +4.3% | 5,683 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -1.0% | 5,657 | $1.1M |
| Riverview Capital Advisers, LLC | 0.34% | No change | 9,834 | $1.1M |
| Panoramic Investment Advisors, LLC | 0.61% | Reduce -33.2% | 5,629 | $1.1M |
| Stone House Investment Management, LLC | 0.17% | Reduce -18.1% | 5,621 | $1.1M |
| Yukon Wealth Management, Inc. | 0.64% | Reduce -15.5% | 5,874 | $1.1M |
| MKT Advisors LLC | 0.38% | Add +2.9% | 5,530 | $1.1M |
| Courier Capital LLC | 0.06% | No change | 5,459 | $1.1M |
| Granville Capital, Inc. | 0.58% | — | 5,449 | $1.1M |
| Howard Capital Management, LLC | 0.01% | Add +0.7% | 5,442 | $1.1M |
| Northland Securities, Inc. | 1.04% | — | 5,417 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.40% | Reduce -10.7% | 5,413 | $1.1M |
| Symphony Financial Services, Inc. | 0.55% | Add +8.9% | 5,383 | $1.1M |
| Fortis Group Advisors, LLC | 0.18% | Add +0.0% | 5,404 | $1.1M |
| Tactive Advisors, LLC | 0.31% | Reduce -3.5% | 5,368 | $1.1M |
| Unified Investment Management | 1.08% | Reduce -7.8% | 5,345 | $1.1M |
| N.E.W. Advisory Services LLC | 0.08% | Reduce -2.7% | 5,304 | $1.1M |
| Verus Capital Partners, LLC | 0.07% | Reduce -2.9% | 5,301 | $1.1M |
| Regimen Wealth, LLC | 0.31% | Reduce -1.3% | 5,293 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.07% | Add +3.8% | 5,284 | $1.1M |
| Biondo Investment Advisors, LLC | 0.13% | Add +1.6% | 5,278 | $1.1M |
| Concord Wealth Partners | 0.14% | Reduce -1.9% | 5,254 | $1.0M |
| Palumbo Wealth Management LLC | 0.26% | New | 5,200 | $1.0M |
| UNIVEST FINANCIAL Corp | 0.06% | Reduce -0.1% | 5,191 | $1.0M |
| Buck Wealth Strategies, LLC | 0.13% | Reduce -20.9% | 5,108 | $1.0M |
| Dakota Wealth Management | 0.02% | Reduce -6.7% | 5,075 | $1.0M |
| Lane Brothers & Co. Inc. | 0.73% | — | 5,070 | $1.0M |
| Retirement Planning Group, LLC | 0.03% | Add +30.4% | 5,048 | $1.0M |
| Penobscot Wealth Management | 0.31% | Reduce -0.7% | 5,045 | $1.0M |
| Choate Investment Advisors | 0.02% | No change | 4,950 | $988K |
| Cornerstone Wealth Group, LLC | 0.07% | Add +8.2% | 4,875 | $973K |
| Rede Wealth, LLC | 0.34% | New | 4,868 | $972K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -16.9% | 4,865 | $971K |
| Sierra Summit Advisors LLC | 0.15% | No change | 4,812 | $961K |
| Lighthouse Financial LLC | 0.63% | Reduce -9.4% | 4,790 | $956K |
| Roman Butler Fullerton & Co. | 0.25% | Add +0.0% | 4,807 | $956K |
| Laurel Oak Wealth Management, LLC | 0.16% | — | 4,768 | $952K |
| Private Client Services, LLC | 0.30% | Add +3.8% | 4,749 | $948K |
| Triad Wealth Partners, LLC | 0.09% | Add +10.6% | 4,718 | $942K |
| Occidental Asset Management, LLC | 0.11% | Reduce -4.4% | 4,646 | $928K |
| Gen-Wealth Partners Inc | 0.30% | Add +14.0% | 4,633 | $925K |
| Schnieders Capital Management, Llc. | 0.14% | Add +2.2% | 4,632 | $925K |
| Bedminster, LLC | 0.85% | — | 4,630 | $925K |
| Eddie Patel Inc | 0.69% | — | 4,623 | $923K |
| Burns J W & Co. Inc. | 0.10% | No change | 4,620 | $923K |
| Russell Investments Group, Ltd. | 0.00% | Add +38.0% | 4,595 | $918K |
| Navellier & Associates Inc. | 0.10% | Reduce -46.3% | 4,586 | $916K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.2% | 4,581 | $915K |
| HighPoint Advisor Group LLC | 0.02% | New | 4,565 | $912K |
| Mainstream Capital Management LLC | 0.60% | Reduce -7.1% | 4,555 | $910K |
| Adapt Wealth Advisors, LLC | 0.31% | Reduce -0.1% | 4,549 | $908K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.8% | 4,535 | $905K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.8% | 4,495 | $897K |
| Signet Private Wealth LLC | 0.84% | — | 4,405 | $880K |
| CrossGen Wealth, LLC | 0.77% | — | 4,405 | $880K |
| Affiance Financial, LLC | 0.14% | Reduce -8.3% | 4,400 | $879K |
| Orange Investment Advisors, Inc. | 0.10% | Reduce -1.6% | 4,370 | $873K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 4,356 | $870K |
| WealthShield Partners, LLC | 0.10% | Reduce -3.8% | 4,345 | $868K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -49.1% | 4,341 | $867K |
| Kesler, Norman & Wride, LLC | 0.15% | Reduce -16.6% | 4,327 | $864K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.30% | Add +2061.5% | 4,323 | $863K |
| Interchange Capital Partners, LLC | 0.16% | Reduce -9.6% | 4,321 | $863K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.1% | 4,321 | $863K |
| Warner Financial, Inc. | 0.30% | No change | 4,313 | $861K |
| Spinnaker Trust | 0.05% | Reduce -5.6% | 4,286 | $856K |
| Rik Saylor Financial, Inc. | 0.62% | Reduce -0.5% | 4,263 | $851K |
| Hilltop Holdings Inc. | 0.05% | Reduce -16.0% | 4,234 | $845K |
| Root Financial Partners, LLC | 0.04% | Add +3.4% | 4,152 | $829K |
| Advance Capital Management, Inc. | 0.04% | No change | 4,137 | $826K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -9.1% | 4,127 | $824K |
| WT Wealth Management | 0.24% | Add +7.2% | 4,122 | $823K |
| Asset Dedication, LLC | 0.05% | No change | 4,120 | $823K |
| Spectrum Planning & Advisory Services Inc. | 0.42% | Reduce -26.9% | 4,070 | $813K |
| One Wealth Capital Management, LLC | 0.34% | Reduce -7.0% | 4,037 | $806K |
| Westover Capital Advisors, LLC | 0.15% | No change | 4,000 | $799K |
| PUREfi Wealth, LLC | 0.61% | Add +2.4% | 3,985 | $796K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.6% | 3,977 | $794K |
| Cannon Advisors, Inc. | 0.56% | Reduce -0.5% | 3,980 | $793K |
| Modera Wealth Management, LLC | 0.01% | Reduce -5.5% | 3,970 | $793K |
| Dodds Wealth, LLC | 0.19% | Reduce -0.3% | 3,964 | $792K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +5.0% | 3,917 | $782K |
| Wetzel Investment Advisors, Inc. | 0.32% | Add +0.2% | 3,906 | $780K |
| Argyle Capital Partners, LLC | 0.57% | Reduce -16.1% | 3,903 | $779K |
| Lantz Financial LLC | 0.16% | Reduce -21.4% | 3,870 | $773K |
| Hoxton Planning & Management, LLC | 0.23% | No change | 3,861 | $771K |
| Family Manage LLC | 0.10% | No change | 3,860 | $771K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 3,828 | $764K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -58.0% | 3,824 | $764K |
| Bison Wealth, LLC | 0.09% | Reduce -51.7% | 4,115 | $759K |
| BLVD Private Wealth, LLC | 0.66% | No change | 3,800 | $759K |
| United Capital Management of KS, Inc. | 0.11% | Reduce -4.2% | 3,785 | $756K |
| Amicus Financial Advisors, LLC | 0.21% | — | 3,780 | $755K |
| Presidio Capital Management, LLC | 0.23% | Add +4.6% | 3,776 | $754K |
| Old North State Wealth Management, LLC | 0.35% | Add +7.3% | 3,762 | $753K |
| Astoria Portfolio Advisors LLC. | 0.17% | Add +14.1% | 3,957 | $751K |
| Meritage Portfolio Management | 0.05% | No change | 3,757 | $750K |
| PFG Advisors | 0.04% | Add +40.0% | 3,751 | $749K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -17.3% | 3,740 | $747K |
| Prudent Investors Network, Inc. | 0.17% | Reduce -0.4% | 3,736 | $746K |
| Hilltop Partners LLC | 0.19% | No change | 3,715 | $742K |
| Schorn Wealth LLC | 0.22% | No change | 3,684 | $736K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -45.8% | 3,680 | $735K |
| TrueWealth Advisors, LLC | 0.19% | Reduce -0.7% | 3,655 | $730K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.0% | 3,628 | $724K |
| SkyView Investment Advisors, LLC | 0.09% | No change | 3,606 | $720K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -0.5% | 3,601 | $719K |
| ASL Financial, LLC | 0.56% | — | 3,596 | $718K |
| Ancora Advisors LLC | 0.01% | Reduce -86.4% | 3,573 | $714K |
| Urban Wealth Management, LLC | 0.66% | — | 3,570 | $713K |
| Vision Retirement, LLC | 0.19% | — | 3,566 | $712K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -1.9% | 3,535 | $706K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -10.2% | 3,504 | $700K |
| Endeavor Private Wealth, Inc. | 0.20% | Reduce -71.0% | 3,498 | $699K |
| FPC Investment Advisory, Inc. | 0.38% | Reduce -10.5% | 3,483 | $695K |
| Oxinas Partners, LLC | 0.33% | Add +0.0% | 3,437 | $686K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -0.1% | 3,430 | $685K |
| RCS Financial Planning, LLC | 0.29% | Reduce -1.2% | 3,414 | $682K |
| Chesapeake Wealth Management | 0.20% | Reduce -0.4% | 3,404 | $680K |
| Correct Capital Wealth Management | 0.13% | No change | 3,400 | $679K |
| XML Financial, LLC | 0.06% | Add +1.3% | 3,394 | $678K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.7% | 3,356 | $670K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 3,346 | $668K |
| Essex Bank | 0.14% | No change | 3,345 | $668K |
| Moment Partners, LLC | 0.14% | No change | 3,339 | $667K |
| Clark Capital Management Group, Inc. | 0.00% | Add +40.1% | 3,334 | $666K |
| Old National Bancorp | 0.01% | Reduce -3.1% | 3,307 | $660K |
| Intrua Financial, LLC | 0.07% | Reduce -0.3% | 3,300 | $659K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 3,296 | $658K |
| Diversified Trust Co. | 0.01% | No change | 3,269 | $653K |
| Madrid Wealth Management, LLC | 0.53% | — | 3,267 | $652K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,250 | $649K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +1.1% | 3,230 | $645K |
| Harvest Investment Services, LLC | 0.12% | Add +15.3% | 3,223 | $644K |
| Emergent Wealth Advisors, LLC | 0.36% | Reduce -23.3% | 3,208 | $641K |
| Aspen Investment Management Inc | 0.19% | New | 3,200 | $639K |
| Sensible Money, LLC | 0.20% | No change | 3,200 | $639K |
| Columbia Bank | 0.18% | No change | 3,200 | $639K |
| Naples Global Advisors, LLC | 0.05% | Reduce -28.7% | 3,199 | $639K |
| Smithbridge Asset Management Inc. | 0.05% | Add +76.8% | 3,188 | $637K |
| Advyzon Investment Management, LLC | 0.07% | Add +79.3% | 3,184 | $636K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -15.9% | 3,160 | $631K |
| Samalin Investment Counsel, LLC | 0.22% | Add +0.1% | 3,059 | $611K |
| Fiduciary Group, LLC | 0.05% | No change | 3,044 | $608K |
| Bessemer Group Inc. | 0.00% | Add +154.1% | 3,034 | $607K |
| Fifth Third Bancorp | 0.00% | Add +4.7% | 3,034 | $606K |
| Tobias Financial Advisors, Inc. | 0.09% | No change | 3,032 | $605K |
| Antonelli Financial Advisors, LLC | 0.40% | No change | 3,021 | $603K |
| Dentgroup LLC | 0.41% | Reduce -0.4% | 3,005 | $600K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.7% | 2,996 | $598K |
| Michels Family Financial, LLC | 0.44% | Reduce -1.6% | 2,992 | $597K |
| Canal Capital Management, LLC | 0.08% | Add +0.0% | 2,983 | $596K |
| Manchester Capital Management LLC | 0.08% | No change | 2,968 | $593K |
| Integrated Capital Management, LLC | 0.25% | Reduce -0.2% | 2,961 | $591K |
| Next Level Private LLC | 0.15% | Add +0.0% | 2,946 | $588K |
| Nicolet Advisory Services, LLC | 0.04% | Add +1.3% | 2,893 | $586K |
| Paces Ferry Wealth Advisors, LLC | 0.23% | No change | 2,891 | $577K |
| Flputnam Investment Management Co. | 0.01% | No change | 2,890 | $577K |
| Savvy Advisors, Inc. | 0.02% | Reduce -13.1% | 2,888 | $577K |
| Carderock Capital Management Inc. | 0.14% | No change | 2,875 | $574K |
| OMNI 360 Wealth, Inc. | 0.29% | Reduce -52.0% | 2,876 | $573K |
| World Equity Group, Inc. | 0.16% | New | 2,852 | $570K |
| Traveka Wealth, LLC | 0.23% | Add +90.2% | 2,820 | $563K |
| Strategy Asset Managers LLC | 0.09% | Reduce -16.3% | 2,809 | $561K |
| One Capital Management, LLC | 0.02% | No change | 2,801 | $559K |
| Washington Trust Bank | 0.04% | No change | 2,793 | $558K |
| Bensler, LLC | 0.06% | Reduce -0.2% | 2,770 | $553K |
| Asset Management Group, Inc. | 0.09% | Reduce -1.1% | 2,770 | $553K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -1.3% | 2,766 | $552K |
| Smith, Moore & Co. | 0.04% | No change | 2,750 | $549K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | Add +567.2% | 2,749 | $549K |
| Legacy Financial Advisors, Inc. | 0.08% | No change | 2,739 | $547K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +38.7% | 2,735 | $546K |
| Asset Advisory Group, Inc. | 0.27% | — | 2,713 | $542K |
| WESPAC Advisors SoCal, LLC | 0.11% | No change | 2,710 | $541K |
| InTrack Investment Management Inc | 0.30% | Add +47.2% | 2,706 | $540K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -37.8% | 2,701 | $539K |
| Kanawha Capital Management LLC | 0.04% | No change | 2,701 | $539K |
| Quantbot Technologies LP | 0.02% | Reduce -11.5% | 2,654 | $530K |
| Town Capital LLC | 0.43% | — | 2,630 | $525K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -3.6% | 2,625 | $524K |
| Godfrey Financial Associates, Inc. | 0.45% | — | 2,620 | $523K |
| Facet Wealth, Inc. | 0.01% | Add +1.4% | 2,555 | $523K |
| HT Partners LLC | 0.16% | No change | 2,612 | $522K |
| Planning Directions Inc. | 0.26% | Add +4.9% | 2,611 | $521K |
| Brookwood Investment Group LLC | 0.06% | Reduce -19.8% | 2,605 | $520K |
| Ameriflex Group, Inc. | 0.27% | Reduce -48.4% | 2,596 | $518K |
| Yardley Wealth Management LLC | 0.28% | Reduce -4.7% | 2,595 | $518K |
| Advisors Capital Management, LLC | 0.01% | Add +17.4% | 2,583 | $516K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -0.7% | 2,576 | $514K |
| Fisher Asset Management | 0.00% | Add +0.5% | 2,555 | $510K |
| Tilson Financial Group, Inc. | 0.16% | Add +7.4% | 2,528 | $505K |
| IFG Advisors, LLC | 0.08% | Add +29.8% | 2,506 | $500K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 2,505 | $500K |
| Independent Solutions Wealth Management, LLC | 0.09% | Add +27.5% | 2,459 | $491K |
| Verger Capital Management LLC | 0.14% | No change | 2,443 | $488K |
| Blue Fin Capital, Inc. | 0.08% | Reduce -2.0% | 2,443 | $488K |
| Parkside Financial Bank & Trust | 0.04% | Add +0.8% | 2,426 | $484K |
| Accredited Investors Inc. | 0.03% | No change | 2,424 | $484K |
| Alterna Wealth Management, Inc. | 0.40% | Reduce -67.2% | 2,420 | $483K |
| Resonant Capital Advisors, LLC | 0.03% | New | 2,407 | $481K |
| TFB Advisors LLC | 0.13% | Reduce -0.2% | 2,405 | $480K |
| Ranch Capital Advisors Inc. | 0.18% | No change | 2,400 | $479K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,400 | $479K |
| Evolution Wealth Management Inc. | 0.40% | Add +40.7% | 2,397 | $479K |
| Powell Investment Advisors, LLC | 0.16% | No change | 2,385 | $476K |
| Wealthgarden F.S. LLC | 0.31% | Add +2.0% | 2,367 | $476K |
| Tudor Investment Corporation | 0.00% | Reduce -89.8% | 2,385 | $476K |
| Fairvoy Private Wealth, LLC | 0.11% | Reduce -17.1% | 2,385 | $476K |
| Center for Financial Planning, Inc. | 0.05% | No change | 2,384 | $476K |
| SCS Capital Management LLC | 0.01% | No change | 2,370 | $473K |
| Peddock Capital Advisors, LLC | 0.10% | No change | 2,368 | $473K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.0% | 2,355 | $470K |
| True Vision MN LLC | 0.24% | Reduce -2.6% | 2,339 | $467K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -0.3% | 2,341 | $467K |
| Altfest L J & Co. Inc. | 0.05% | No change | 2,330 | $465K |
| Westfuller Advisors, LLC | 0.19% | Add +0.0% | 2,329 | $465K |
| Well Done, LLC | 0.07% | Add +1.1% | 2,324 | $464K |
| Warm Springs Advisors Inc. | 0.36% | Reduce -11.0% | 2,312 | $462K |
| Bailard, Inc. | 0.01% | Reduce -2.1% | 2,306 | $460K |
| Rothschild Wealth LLC | 0.04% | Reduce -90.4% | 2,300 | $459K |
| Independence Bank of Kentucky | 0.06% | No change | 2,296 | $458K |
| Strathmore Capital Advisors, Inc. | 0.15% | Reduce -2.1% | 2,295 | $458K |
| Garrison Point Advisors, LLC | 0.20% | No change | 2,290 | $457K |
| Weaver Consulting Group | 0.11% | Add +0.5% | 2,281 | $455K |
| D L Carlson Investment Group Inc. | 0.08% | Reduce -12.4% | 2,278 | $455K |
| Elevation Wealth Management LLC | 0.44% | — | 2,277 | $455K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,272 | $454K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -11.4% | 2,265 | $452K |
| GAMMA Investing LLC | 0.02% | Reduce -0.8% | 2,261 | $451K |
| Livet Wealth, LLC | 0.28% | — | 2,253 | $450K |
| First American Trust, FSB | 0.03% | New | 2,253 | $450K |
| New Insight Wealth Advisors | 0.16% | No change | 2,237 | $447K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 2,224 | $444K |
| Breachway Investments LLC | 0.46% | — | 2,206 | $441K |
| Silicon Valley Capital Partners | 0.04% | Add +0.1% | 2,206 | $441K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,203 | $440K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 2,200 | $439K |
| Ignite Planners, LLC | 0.07% | Reduce -1.3% | 2,211 | $439K |
| Harbour Trust & Investment Management Co | 0.04% | Reduce -2.7% | 2,191 | $437K |
| Ceera Investments, LLC | 0.17% | No change | 2,180 | $435K |
| Sutton Place Investors LLC | 0.24% | Reduce -9.5% | 2,172 | $434K |
| AlTi Global, Inc. | 0.01% | No change | 2,166 | $433K |
| Trexquant Investment LP | 0.00% | Reduce -27.6% | 2,159 | $431K |
| Accelerate Investment Advisors LLC | 0.29% | Add +1.9% | 2,153 | $430K |
| Cornerstone Planning Group LLC | 0.07% | Add +0.4% | 2,095 | $429K |
| Ascentis Independent Advisors | 0.07% | Add +10.0% | 2,141 | $428K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | No change | 2,140 | $427K |
| Garde Capital, Inc. | 0.03% | Add +0.1% | 2,137 | $427K |
| Eagle Wealth Advisors LLC | 0.36% | — | 2,136 | $427K |
| 5T Wealth, LLC | 0.17% | Reduce -4.0% | 2,135 | $426K |
| Caliber Wealth Management, LLC / KS | 0.05% | Add +3.7% | 2,117 | $423K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -1.0% | 2,092 | $422K |
| Americana Partners, LLC | 0.01% | Add +3.0% | 2,111 | $422K |
| Steinberganna Wealth Management | 0.20% | Reduce -14.7% | 2,108 | $421K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.10% | Reduce -1.9% | 2,107 | $421K |
| A4 Wealth Advisors LLC | 0.36% | Add +43.2% | 2,102 | $420K |
| One Charles Private Wealth Services, LLC | 0.11% | No change | 2,100 | $419K |
| Associated Banc-Corp | 0.01% | Reduce -3.5% | 2,098 | $419K |
| Atlas Brown,Inc. | 0.12% | Reduce -11.4% | 2,076 | $415K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +845.2% | 2,070 | $413K |
| JT Stratford LLC | 0.05% | Add +4.1% | 2,065 | $412K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -18.5% | 2,060 | $411K |
| Colter Lewis Investment Partners LLC | 0.48% | — | 2,060 | $411K |
| Avalon Trust Co | 0.03% | Reduce -17.1% | 2,060 | $411K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -10.7% | 2,057 | $411K |
| Center for Wealth Management Advisory | 0.30% | — | 2,052 | $410K |
| First City Capital Management, Inc. | 0.22% | Reduce -14.6% | 2,050 | $409K |
| Jacobi Capital Management LLC | 0.02% | No change | 2,044 | $408K |
| Cassilly Financial Group LLC | 0.36% | — | 2,031 | $406K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -47.6% | 2,025 | $404K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -4.3% | 2,000 | $403K |
| Polaris Investment Advisors, LLC | 0.29% | — | 2,007 | $401K |
| Argentarii, LLC | 0.13% | No change | 2,000 | $399K |
| Rialto Wealth Management, LLC | 0.10% | No change | 2,000 | $399K |
| Cambridge Advisors Inc. | 0.08% | No change | 2,000 | $399K |
| MV Capital Management, Inc. | 0.04% | No change | 2,000 | $399K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -34.4% | 1,998 | $399K |
| GFS Advisors, LLC | 0.05% | Reduce -44.8% | 1,985 | $396K |
| Sierra Ocean, LLC | 0.33% | Reduce -1.3% | 1,984 | $396K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -12.9% | 1,978 | $395K |
| Crestwood Advisors Group, LLC | 0.01% | Add +68.2% | 1,973 | $394K |
| Pitcairn Wealth Advisors LLC | 0.04% | — | 1,963 | $392K |
| Frankly Finances, LLC | 0.37% | — | 1,960 | $391K |
| Tiller Private Wealth, Inc. | 0.14% | Add +3.2% | 1,953 | $390K |
| Resolute Wealth Strategies, LLC | 0.17% | No change | 1,951 | $390K |
| Dover Advisors, LLC | 0.15% | No change | 1,950 | $389K |
| XY Planning Network, Inc. | 0.07% | Add +46.5% | 1,934 | $386K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +14.0% | 1,934 | $386K |
| Baldwin Investment Management, LLC | 0.04% | No change | 1,930 | $385K |
| Peoples Bank | 0.24% | No change | 1,926 | $385K |
| CVA Family Office, LLC | 0.04% | Reduce -0.2% | 1,924 | $384K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,924 | $384K |
| Colonial Trust Co / SC | 0.05% | No change | 1,920 | $383K |
| DF Dent & Co. Inc. | 0.01% | No change | 1,910 | $381K |
| Oldfather Financial Services, LLC | 0.11% | No change | 1,909 | $381K |
| Doliver Advisors, LP | 0.10% | No change | 1,909 | $381K |
| Marino, Stram & Associates LLC | 0.07% | Reduce -15.0% | 1,907 | $381K |
| Verdence Capital Advisors LLC | 0.02% | Add +1.9% | 1,902 | $380K |
| Centurion Wealth Management LLC | 0.08% | Reduce -0.1% | 1,902 | $380K |
| V2 Financial group LLC | 0.19% | No change | 1,900 | $379K |
| Sterling Investment Advisors LLC | 0.18% | Reduce -10.3% | 1,898 | $379K |
| Key Financial Inc | 0.07% | Reduce -4.0% | 1,896 | $379K |
| Nilsine Partners, LLC | 0.03% | No change | 1,895 | $378K |
| Novak & Powell Financial Services, Inc. | 0.20% | No change | 1,894 | $378K |
| GWN Securities Inc. | 0.08% | Reduce -37.8% | 1,891 | $378K |
| Resolute Capital, LLC | 0.16% | — | 1,891 | $378K |
| Perryman Financial Advisory Inc. | 0.06% | — | 1,890 | $377K |
| Transcendent Capital Group LLC | 0.17% | Reduce -1.3% | 1,884 | $376K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 1,881 | $376K |
| Anchor Investment Management, LLC | 0.03% | Reduce -1.6% | 1,878 | $375K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +0.1% | 1,875 | $374K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 1,873 | $374K |
| Composition Wealth, LLC | 0.01% | No change | 1,867 | $373K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -22.0% | 1,865 | $372K |
| Hopwood Financial Services, Inc. | 0.26% | No change | 1,860 | $371K |
| Soundwatch Capital LLC | 0.06% | Add +10.1% | 1,858 | $371K |
| Theory Financial LLC | 0.12% | Add +3.9% | 1,842 | $371K |
| Edgestream Partners, L.P. | 0.01% | Reduce -11.9% | 1,851 | $370K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -34.9% | 1,842 | $368K |
| Human Investing LLC | 0.05% | Reduce -1.0% | 1,834 | $366K |
| Headlands Technologies LLC | 0.03% | Add +72.4% | 1,834 | $366K |
| Roble, Belko & Company, Inc | 0.05% | Reduce -4.8% | 1,835 | $366K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -3.1% | 1,831 | $366K |
| Midwest Heritage Bank, FSB | 0.13% | Reduce -6.0% | 1,830 | $366K |
| BCS Wealth Management | 0.04% | New | 1,824 | $364K |
| Townsquare Capital LLC | 0.08% | Reduce -0.8% | 1,821 | $364K |
| Revolve Wealth Partners, LLC | 0.04% | No change | 1,818 | $363K |
| Peak Planning Group, LLC | 0.10% | No change | 1,814 | $362K |
| Potentia Wealth | 0.13% | Reduce -1.1% | 1,811 | $362K |
| 3Chopt Investment Partners, LLC | 0.08% | No change | 1,810 | $361K |
| Widmann Financial Services, Inc. | 0.22% | Reduce -10.0% | 1,800 | $359K |
| Granite Bay Wealth Management, LLC | 0.09% | No change | 1,800 | $359K |
| Bravera Wealth | 0.18% | — | 1,796 | $359K |
| Evergreen Capital Management LLC | 0.01% | Reduce -34.9% | 1,787 | $357K |
| Pennington Partners & Co., LLC | 0.14% | No change | 1,782 | $356K |
| Titleist Asset Management, LLC | 0.03% | New | 1,779 | $355K |
| Alliancebernstein L.P. | 0.00% | Add +60.1% | 1,779 | $355K |
| Independent Advisor Alliance | 0.01% | Add +9.3% | 1,778 | $355K |
| Berman McAleer LLC | 0.05% | No change | 1,775 | $354K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -41.1% | 1,766 | $353K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 1,760 | $351K |
| Belpointe Asset Management LLC | 0.01% | Add +1.3% | 1,745 | $348K |
| Everpar Advisors LLC | 0.13% | Reduce -61.4% | 1,736 | $347K |
| Sound Income Strategies, LLC | 0.02% | Reduce -19.7% | 1,721 | $344K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 1,722 | $344K |
| Marco Investment Management LLC | 0.03% | No change | 1,700 | $339K |
| Richmond Investment Services, LLC | 0.06% | Reduce -41.3% | 1,700 | $339K |
| Madden Advisory Services, Inc. | 0.14% | Reduce -14.1% | 1,699 | $339K |
| Tranquility Partners, LLC | 0.12% | No change | 1,698 | $339K |
| Reflection Asset Management | 0.24% | — | 1,676 | $338K |
| Mma Asset Management LLC | 0.12% | Reduce -50.0% | 1,680 | $335K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -15.8% | 1,680 | $335K |
| First Horizon Corp. | 0.01% | Add +23885.7% | 1,679 | $335K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -4.1% | 1,672 | $334K |
| Genesee Capital Advisors, LLC | 0.13% | New | 1,670 | $333K |
| Center For Asset Management LLC | 0.17% | Add +3.7% | 1,669 | $333K |
| Inspire Advisors, LLC | 0.03% | Add +25.5% | 1,667 | $333K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -2.8% | 1,665 | $333K |
| Daviman Financial, LLC | 0.19% | — | 1,658 | $331K |
| Vident Advisory, LLC | 0.00% | Reduce -17.6% | 1,648 | $329K |
| BIP Wealth, LLC | 0.01% | Add +1.7% | 1,643 | $328K |
| HM Payson & Co. | 0.00% | No change | 1,640 | $327K |
| Central Valley Advisors, LLC | 0.10% | No change | 1,634 | $326K |
| Hobart Private Capital, LLC | 0.06% | No change | 1,634 | $326K |
| Flower City Capital | 0.17% | No change | 1,620 | $323K |
| Shelter Rock Management, LLC | 0.32% | — | 1,619 | $323K |
| Provident Wealth Management, LLC | 0.10% | No change | 1,616 | $323K |
| Ariadne Wealth Management, LP | 0.13% | No change | 1,686 | $322K |
| TritonPoint Partners, LLC | 0.17% | — | 1,609 | $321K |
| Financial Gravity Asset Management, Inc. | 0.06% | Reduce -7.7% | 1,606 | $321K |
| Klingman & Associates, LLC | 0.02% | No change | 1,601 | $320K |
| Betterment LLC | 0.00% | Reduce -5.3% | 1,597 | $319K |
| Advisors Management Group Inc. | 0.06% | No change | 1,591 | $318K |
| Curtis Wealth Management LLC | 0.27% | — | 1,537 | $309K |
| Banco Santander, S.A. | 0.00% | No change | 1,548 | $309K |
| Simplicity Wealth,LLC | 0.02% | Reduce -26.2% | 1,546 | $309K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +16.2% | 1,541 | $308K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -5.6% | 1,539 | $307K |
| HHM Wealth Advisors, LLC | 0.04% | Add +0.6% | 1,538 | $307K |
| Corrado Advisors, LLC | 0.15% | No change | 1,537 | $307K |
| Objective Capital Management, LLC | 0.31% | No change | 1,532 | $306K |
| Campion Asset Management | 0.21% | No change | 1,530 | $306K |
| Firestone Capital Management | 0.06% | No change | 1,530 | $305K |
| Legacy Financial Group LLC | 0.04% | Reduce -11.7% | 1,600 | $305K |
| Thoma Capital Management LLC | 0.17% | Reduce -13.0% | 1,514 | $302K |
| 71 West Capital Partners | 0.01% | — | 1,511 | $302K |
| Bonfire Financial | 0.23% | No change | 1,510 | $302K |
| Larson Financial Group LLC | 0.01% | Add +5.7% | 1,502 | $300K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Reduce -1.8% | 1,500 | $300K |
| Synergy Asset Management, LLC | 0.03% | New | 1,488 | $297K |
| GM Advisory Group, LLC | 0.01% | No change | 1,488 | $297K |
| DecisionMap Wealth Management, LLC | 0.18% | Reduce -82.6% | 1,481 | $296K |
| Ironwood Investment Counsel, LLC | 0.04% | Add +11.7% | 1,475 | $295K |
| Resources Management Corp. /CT/ | 0.04% | Reduce -6.4% | 1,470 | $294K |
| BlackDiamond Wealth Management, LLC | 0.14% | Reduce -0.1% | 1,488 | $292K |
| Adkins Seale Capital Management LLC | 0.29% | — | 1,455 | $291K |
| Cambria Investment Management, L.P. | 0.02% | New | 1,454 | $290K |
| Midwest Capital Advisors, LLC | 0.14% | Reduce -66.1% | 1,451 | $290K |
| Evelyn Partners Asset Management Ltd | 0.07% | No change | 1,448 | $289K |
| Main Street Group, LTD | 0.10% | Add +39.6% | 1,437 | $287K |
| Balentine LLC | 0.01% | No change | 1,437 | $287K |
| Werba Rubin Papier Wealth Management | 0.08% | Add +0.1% | 1,433 | $286K |
| White Pine Capital LLC | 0.08% | No change | 1,432 | $286K |
| McDonald Partners LLC | 0.09% | New | 1,425 | $285K |
| IVC Wealth Advisors LLC | 0.12% | No change | 1,420 | $284K |
| Third View Private Wealth, LLC | 0.04% | — | 1,419 | $283K |
| GKV Capital Management Co., Inc. | 0.11% | No change | 1,416 | $283K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,412 | $282K |
| Insight 2811, Inc. | 0.12% | No change | 1,410 | $282K |
| Peachtree Investment Partners, LLC | 0.09% | No change | 1,407 | $281K |
| Peak Financial Management, Inc. | 0.07% | Reduce -0.6% | 1,406 | $281K |
| Leo Wealth, LLC | 0.02% | New | 1,405 | $281K |
| KTF Investments, LLC | 0.05% | — | 1,400 | $280K |
| Summit Wealth Group, LLC | 0.06% | Reduce -0.5% | 1,392 | $278K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,390 | $278K |
| Bell Bank | 0.01% | No change | 1,390 | $278K |
| Northwest Capital Management Inc | 1.20% | Reduce -22.1% | 1,389 | $277K |
| Beverly Hills Private Wealth, LLC | 0.05% | No change | 1,378 | $275K |
| Advocacy Wealth Management, LLC | 0.01% | Reduce -22.2% | 1,377 | $275K |
| Zacks Investment Management | 0.00% | Reduce -4.3% | 1,375 | $275K |
| Focused Alpha, LLC | 0.08% | — | 1,373 | $274K |
| Verum Partners LLC | 0.06% | No change | 1,371 | $274K |
| Claro Advisors Inc. | 0.04% | Add +4.8% | 1,368 | $273K |
| Janney Capital Management LLC | 0.02% | No change | 1,360 | $272K |
| Blalock Williams, LLC | 0.22% | Reduce -5.4% | 1,360 | $272K |
| Tarbox Family Office, Inc. | 0.04% | No change | 1,348 | $269K |
| Snowwater Investment Partners, LLC | 0.25% | — | 1,343 | $268K |
| DDFG, Inc | 0.06% | No change | 1,326 | $265K |
| Legacy Wealth Partners, LLC | 0.07% | — | 1,324 | $264K |
| IMZ Advisory Inc | 0.10% | Reduce -42.7% | 1,317 | $263K |
| DUTCH ASSET Corp | 0.20% | — | 1,313 | $262K |
| Allegheny Financial Group | 0.04% | No change | 1,310 | $262K |
| Seneca House Advisors | 0.10% | No change | 1,308 | $261K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | Reduce -5.5% | 1,303 | $260K |
| MBL Wealth, LLC | 0.02% | Reduce -3.2% | 1,287 | $257K |
| Mascagni Wealth Management, Inc. | 0.19% | No change | 1,287 | $257K |
| Adirondack Capital Advisors, LLC | 0.17% | — | 1,284 | $256K |
| First Financial Bankshares Inc | 0.01% | Reduce -27.9% | 1,278 | $255K |
| Waldron Private Wealth LLC | 0.01% | No change | 1,272 | $254K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,266 | $253K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -49.5% | 1,263 | $252K |
| Sfmg, LLC | 0.02% | No change | 1,260 | $252K |
| Portus Wealth Advisors, LLC | 0.24% | No change | 1,260 | $252K |
| Kelly Financial Group LLC | 0.06% | Reduce -3.8% | 1,251 | $250K |
| Griffin Asset Management, Inc. | 0.03% | No change | 1,245 | $249K |
| Xcelsior Advisor Partners LLC | 0.12% | — | 1,241 | $248K |
| Patten Group, Inc. | 0.05% | Reduce -17.1% | 1,238 | $247K |
| Fiduciary Alliance LLC | 0.02% | Add +6.3% | 1,237 | $247K |
| CENTRAL TRUST Co | 0.00% | Reduce -4.2% | 1,237 | $247K |
| Farmers Trust Co. | 0.04% | New | 1,233 | $246K |
| DSG Capital Advisors, LLC | 0.04% | New | 1,220 | $244K |
| River Wealth Advisors LLC | 0.03% | No change | 1,217 | $243K |
| Everhart Financial Group, Inc. | 0.02% | Reduce -31.9% | 1,214 | $242K |
| Rockland Trust Co. | 0.01% | Reduce -34.0% | 1,212 | $242K |
| Advisor OS, LLC | 0.02% | Reduce -12.4% | 1,210 | $242K |
| Parkshore Wealth Management, Inc. | 0.09% | No change | 1,204 | $240K |
| Broussard Financial Group LLC | 0.19% | — | 1,201 | $240K |
| Live Oak Investment Partners | 0.15% | New | 1,200 | $240K |
| Wealth Effects LLC | 0.07% | Reduce -1.2% | 1,200 | $240K |
| Paragon Capital Management Ltd | 0.05% | No change | 1,200 | $240K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | New | 1,200 | $240K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,200 | $240K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 1,200 | $240K |
| Omega Financial Group, LLC | 0.08% | Reduce -0.6% | 1,197 | $239K |
| Evanson Asset Management, LLC | 0.01% | Add +1.4% | 1,196 | $239K |
| NFSG Corp | 0.04% | Add +6.7% | 1,193 | $238K |
| TD Private Client Wealth LLC | 0.01% | Add +4.0% | 1,192 | $238K |
| Altura Wealth Advisors Inc. | 0.10% | No change | 1,187 | $237K |
| Quartz Partners, LLC | 0.09% | Reduce -1.9% | 1,187 | $237K |
| JGP Wealth Management, LLC | 0.02% | Add +0.1% | 1,182 | $236K |
| BNC Wealth Management, LLC | 0.06% | No change | 1,173 | $234K |
| Madrona Financial Services, LLC | 0.05% | New | 1,160 | $232K |
| Sava Infond d.o.o. | 0.03% | No change | 1,160 | $232K |
| Capstone Financial Advisors, Inc. | 0.01% | No change | 1,158 | $231K |
| Guidance Point Advisors, LLC | 0.05% | Reduce -5.1% | 1,156 | $231K |
| Flagship Wealth Advisors, LLC | 0.07% | No change | 1,150 | $230K |
| KLCM Advisors, Inc. | 0.02% | New | 1,145 | $229K |
| Uptick Partners, LLC | 0.05% | New | 1,144 | $228K |
| One Day In July LLC | 0.02% | No change | 1,144 | $228K |
| Frederick Financial Consultants, LLC | 0.12% | No change | 1,139 | $227K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -28.1% | 1,130 | $226K |
| Redwood Investment Management, LLC | 0.03% | Reduce -86.6% | 1,128 | $225K |
| Novem Group | 0.03% | Reduce -6.0% | 1,120 | $224K |
| Clarus Group, Inc. | 0.08% | No change | 1,120 | $224K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 1,118 | $223K |
| Strong Tower Advisory Services | 0.04% | New | 1,116 | $223K |
| Three Cord True Wealth Management, LLC | 0.13% | No change | 1,115 | $223K |
| First Trust Advisors LP | 0.00% | No change | 1,113 | $222K |
| Croban | 0.11% | No change | 1,111 | $222K |
| Pure Financial Advisors, LLC | 0.00% | New | 1,107 | $221K |
| Financial Advisors Network, Inc. | 0.03% | No change | 1,107 | $221K |
| Chatterton & Associates Inc. | 0.19% | — | 1,102 | $220K |
| Fourth Dimension Wealth, LLC | 0.08% | Reduce -10.0% | 1,100 | $220K |
| Fulton Breakefield Broenniman LLC | 0.01% | No change | 1,100 | $220K |
| Forum Financial Management, LP | 0.00% | New | 1,096 | $219K |
| Oak Asset Management, LLC | 0.07% | Add +4.8% | 1,095 | $219K |
| Front Row Advisors LLC | 0.07% | No change | 1,094 | $218K |
| GW&K Investment Management, LLC | 0.00% | New | 1,092 | $218K |
| Bedel Financial Consulting, Inc. | 0.02% | No change | 1,091 | $218K |
| Taylor Financial Group, Inc. | 0.13% | No change | 1,088 | $217K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -99.6% | 1,086 | $217K |
| NTV Asset Management LLC | 0.02% | No change | 1,076 | $215K |
| Liberty Atlantic Advisors LLC | 0.21% | — | 1,074 | $214K |
| Wealth Management Partners, LLC | 0.06% | No change | 1,072 | $214K |
| Nadler Financial Group, Inc. | 0.02% | Add +0.2% | 1,072 | $214K |
| Milestone Asset Management, LLC | 0.04% | No change | 1,066 | $213K |
| Ransom Advisory, Ltd | 0.08% | New | 1,062 | $212K |
| Argent Trust Co | 0.01% | No change | 1,061 | $212K |
| Fiscal Wisdom Wealth Management, LLC | 0.20% | Reduce -2.2% | 1,061 | $212K |
| Jackson Square Capital, LLC | 0.04% | New | 1,058 | $211K |
| Powers Advisory Group, LLC | 0.08% | Reduce -2.2% | 1,057 | $211K |
| Sandbox Financial Partners, LLC | 0.06% | No change | 1,050 | $210K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 1,050 | $210K |
| NWF Advisory Services Inc. | 0.02% | New | 1,047 | $209K |
| WealthTrust Asset Management, LLC | 0.15% | No change | 1,047 | $209K |
| NDWM LLC | 0.14% | No change | 1,045 | $209K |
| Prosperity Wealth Management, Inc. | 0.07% | No change | 1,045 | $209K |
| Aspiriant, LLC | 0.01% | No change | 1,043 | $208K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -1.8% | 1,040 | $208K |
| Evergreen Advisors, LLC | 0.05% | — | 1,038 | $207K |
| Signaturefd, LLC | 0.00% | No change | 1,038 | $207K |
| Opinicus Capital, Inc. | 0.14% | No change | 1,037 | $207K |
| Long Run Wealth Advisors, LLC | 0.04% | No change | 1,037 | $207K |
| Presilium Private Wealth, LLC | 0.04% | Reduce -4.6% | 1,036 | $207K |
| American Trust | 0.02% | Reduce -8.8% | 1,033 | $206K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,025 | $205K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -0.8% | 1,018 | $203K |
| Zullo Investment Group, Inc. | 0.07% | New | 1,017 | $203K |
| Novus Advisors, LLC | 0.45% | Reduce -8.9% | 1,017 | $203K |
| Bank of Nova Scotia Trust Co. | 0.02% | New | 1,011 | $202K |
| First Bancorp, Inc | 0.11% | Reduce -6.2% | 1,010 | $202K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,006 | $201K |
| MGB Wealth Management, LLC | 0.06% | No change | 984 | $197K |
| IAG Wealth Partners, LLC | 0.02% | No change | 978 | $195K |
| Caitlin John, LLC | 0.12% | No change | 942 | $188K |
| Hurley Capital, LLC | 0.10% | No change | 937 | $187K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 919 | $184K |
| Tucker Asset Management LLC | 0.05% | Reduce -0.3% | 906 | $181K |
| GGM Financial LLC | 0.09% | No change | 904 | $181K |
| Deutsche Bank AG | 0.00% | Reduce -14.6% | 902 | $180K |
| SIMA Wealth Partners, LLC | 0.14% | No change | 900 | $180K |
| EFG International AG | 0.00% | — | 900 | $180K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 888 | $177K |
| Richardson Capital Management LLC | 0.09% | No change | 877 | $175K |
| New Republic Capital, LLC | 0.05% | Add +14.4% | 874 | $175K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -50.8% | 873 | $174K |
| Rothschild Investment LLC | 0.01% | No change | 840 | $168K |
| Colonial Trust Advisors | 0.01% | Reduce -3.3% | 818 | $163K |
| CoreFirst Bank & Trust | 0.09% | New | 800 | $160K |
| Greykasell Wealth Strategies, Inc. | 0.06% | No change | 794 | $159K |
| Cheviot Value Management, LLC | 0.02% | No change | 750 | $154K |
| Caldwell Trust Co | 0.01% | No change | 733 | $146K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 720 | $146K |
| Zions Bancorporation, National Association | 0.01% | No change | 702 | $140K |
| American National Bank & Trust | 0.01% | No change | 655 | $131K |
| Adirondack Trust Co. | 0.04% | Add +62.7% | 654 | $131K |
| Founders Capital Management | 0.07% | No change | 634 | $127K |
| Bokf, NA | 0.00% | No change | 628 | $125K |
| Wells Financial Advisors INC | 0.24% | Reduce -51.7% | 625 | $125K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 607 | $121K |
| Burkett Financial Services, LLC | 0.04% | Reduce -0.2% | 604 | $121K |
| Align Financial, LLC | 0.07% | — | 119,808 | $120K |
| MTM Investment Management, LLC | 0.04% | No change | 600 | $120K |
| Picton Mahoney Asset Management | 0.00% | Reduce -14.3% | 600 | $120K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +2.8% | 584 | $117K |
| NBT Bank, N.A. | 0.01% | Add +2.0% | 200 | $116K |
| Truvestments Capital LLC | 0.02% | No change | 580 | $116K |
| Atomic Invest LLC | 0.06% | — | 547 | $110K |
| Hartford Financial Management Inc. | 0.03% | No change | 547 | $109K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 545 | $109K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 545 | $109K |
| CKW Financial Group | 0.01% | No change | 540 | $108K |
| Johnson Financial Group, Inc. | 0.00% | No change | 531 | $106K |
| GeoWealth Management, LLC | 0.00% | Reduce -19.2% | 487 | $97K |
| Global Trust Asset Management, LLC | 0.04% | Add +35.9% | 485 | $97K |
| Newton One Investments LLC | 0.03% | No change | 478 | $96K |
| Crewe Advisors LLC | 0.01% | Reduce -7.6% | 474 | $95K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 465 | $93K |
| Aventura Private Wealth, LLC | 0.03% | No change | 456 | $91K |
| SYM FINANCIAL Corp | 0.01% | No change | 454 | $91K |
| Millstone Evans Group, LLC | 0.05% | New | 450 | $90K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 434 | $87K |
| BankChampaign, National Association | 0.08% | — | 211 | $80K |
| First Community Trust NA | 0.06% | No change | 400 | $80K |
| West Paces Advisors Inc. | 0.02% | Reduce -5.9% | 400 | $80K |
| Biltmore Family Office, LLC | 0.01% | No change | 400 | $80K |
| Rossmore Private Capital | 0.01% | No change | 400 | $80K |
| Dunhill Financial, LLC | 0.02% | No change | 386 | $77K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 386 | $77K |
| Davis Capital Management | 0.05% | No change | 374 | $75K |
| First Command Advisory Services, Inc. | 0.00% | Add +9.4% | 371 | $74K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 361 | $72K |
| Realta Investment Advisors | 0.02% | No change | 352 | $70K |
| Pursuit Wealth Strategies, LLC | 0.10% | — | 348 | $70K |
| Park Place Capital Corp | 0.01% | Reduce -3.3% | 348 | $69K |
| Cordgrass Capital Advisors, LLC | 0.02% | Reduce -12.7% | 344 | $69K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -93.0% | 339 | $68K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 335 | $67K |
| UMB Bank, n.a. | 0.00% | New | 334 | $67K |
| Optima Capital LLC | 0.03% | New | 328 | $66K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 328 | $65K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 318 | $63K |
| MCF Advisors LLC | 0.00% | Add +316.0% | 312 | $62K |
| Clark Wealth Partners | 0.04% | No change | 311 | $62K |
| Lodestone Wealth Management LLC | 0.03% | New | 309 | $62K |
| Commonwealth Retirement Investments LLC | 0.02% | New | 303 | $61K |
| Bay Harbor Wealth Management, LLC | 0.02% | Reduce -27.6% | 291 | $58K |
| Team Financial Group, LLC | 0.03% | Reduce -9.3% | 282 | $56K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 279 | $56K |
| Sofi Wealth, LLC | 0.00% | Reduce -99.7% | 277 | $55K |
| Basso Capital Management, L.P. | 0.03% | New | 270 | $54K |
| GoalVest Advisory LLC | 0.01% | No change | 270 | $54K |
| Meramec Financial Planners, LLC | 0.02% | — | 243 | $47K |
| SJS Investment Consulting Inc. | 0.01% | No change | 235 | $47K |
| SouthState Bank Corp | 0.00% | Reduce -9.6% | 235 | $47K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 227 | $45K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 222 | $44K |
| Centennial Bank | 0.02% | No change | 214 | $43K |
| Beacon Financial Strategies CORP | 0.02% | New | 205 | $41K |
| Pacifica Partners Inc. | 0.02% | No change | 200 | $40K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 200 | $40K |
| Allianz Asset Management GmbH | 0.00% | Add +100.0% | 200 | $40K |
| Hantz Financial Services, Inc. | 0.00% | Add +17.5% | 188 | $38K |
| Hoey Investments, Inc. | 0.01% | Reduce -24.0% | 190 | $38K |
| Tidemark, LLC | 0.01% | Reduce -1.6% | 190 | $38K |
| Cape Investment Advisory, Inc. | 0.01% | Add +54.7% | 181 | $36K |
| Collier Financial | 0.03% | Reduce -8.4% | 174 | $35K |
| Tsfg, LLC | 0.00% | Reduce -26.1% | 164 | $33K |
| Tompkins Financial Corp. | 0.00% | Add +7.2% | 163 | $33K |
| Kingdom Financial Group LLC. | 0.01% | New | 160 | $32K |
| Bangor Savings Bank | 0.00% | No change | 158 | $32K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 156 | $31K |
| JDM Financial Group LLC | 0.01% | No change | 151 | $30K |
| City Holding Co. | 0.00% | No change | 150 | $30K |
| Triumph Capital Management | 0.01% | New | 143 | $29K |
| Bell Investment Advisors, Inc | 0.00% | No change | 143 | $29K |
| Evolution Advisers, Inc. | 0.01% | No change | 142 | $28K |
| Miller Capital Partners, Inc. | 0.01% | — | 140 | $28K |
| Monetary Solutions, Ltd | 0.03% | — | 130 | $26K |
| Sankala Group LLC | 0.02% | — | 136 | $26K |
| EPG Wealth Management LLC | 0.01% | No change | 126 | $25K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 121 | $24K |
| Arcadia Investment Management Corp. | 0.00% | Add +4.4% | 119 | $24K |
| Go Invest LLC | 0.01% | — | 112 | $22K |
| Raleigh Capital Management Inc. | 0.01% | Add +118.4% | 107 | $21K |
| Strategic Advocates LLC | 0.01% | New | 104 | $21K |
| Morse Asset Management, Inc | 0.00% | No change | 100 | $20K |
| Birchwood Financial Partners, Inc. | 0.02% | — | 99 | $20K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 95 | $19K |
| SageView Advisory Group, LLC | 0.00% | New | 93 | $19K |
| Armor Investment Advisors, LLC | 0.01% | No change | 92 | $18K |
| Investors Research Corp | 0.00% | No change | 86 | $17K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 86 | $17K |
| Thompson Investment Management, Inc. | 0.00% | No change | 82 | $16K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 80 | $16K |
| Bogart Wealth, LLC | 0.00% | Reduce -50.6% | 80 | $16K |
| NorthAvenue LLC | 0.01% | — | 77 | $15K |
| Darwin Wealth Management, LLC | 0.00% | New | 76 | $15K |
| Joseph Group Capital Management | 0.00% | No change | 75 | $15K |
| Bellevue Asset Management, LLC | 0.00% | No change | 69 | $14K |
| Benson Wealth Management INC | 0.02% | — | 69 | $14K |
| Grand Wealth Management, LLC | 0.01% | No change | 67 | $13K |
| Key Capital Management, INC | 0.01% | — | 66 | $13K |
| Chesapeake Asset Management LLC | 0.01% | No change | 66 | $13K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -8.4% | 65 | $13K |
| Abound Wealth Management | 0.00% | Reduce -62.8% | 64 | $13K |
| Archer Investment Corp | 0.00% | No change | 62 | $12K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 61 | $12K |
| West Branch Capital LLC | 0.00% | No change | 60 | $12K |
| Trust Co. of Vermont | 0.00% | New | 59 | $12K |
| Van Eck Associates Corp. | 0.00% | Reduce -12.5% | 56 | $11K |
| Hollencrest Capital Management | 0.00% | No change | 52 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 52 | $10K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | — | 50 | $10K |
| Cambient Family Office, LLC | 0.00% | — | 50 | $10K |
| Operose Advisors LLC | 0.00% | Add +2.1% | 49 | $10K |
| Smithfield Trust Co | 0.00% | No change | 47 | $9K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 45 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -37.5% | 45 | $9K |
| Albion Financial Group | 0.00% | No change | 39 | $8K |
| Decker Retirement Planning Inc. | 0.00% | New | 38 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 38 | $8K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 36 | $7K |
| Glassman Wealth Services | 0.00% | No change | 36 | $7K |
| Estate Planners Group, LLC | 0.00% | — | 35 | $7K |
| SWAN Capital LLC | 0.00% | New | 35 | $7K |
| Ankerstar Wealth, LLC | 0.01% | — | 31 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | New | 30 | $6K |
| Country Trust Bank | 0.00% | New | 30 | $6K |
| Kilter Group LLC | 0.00% | Reduce -95.5% | 29 | $6K |
| Greenline Wealth Management LLC | 0.01% | — | 24 | $5K |
| Imprint Wealth LLC | 0.02% | Reduce -28.1% | 23 | $5K |
| Financial Consulate, Inc. | 0.00% | Reduce -77.0% | 23 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 20 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -42.9% | 20 | $4K |
| Roxbury Financial LLC | 0.00% | No change | 19 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 19 | $4K |
| ORG Partners LLC | 0.00% | Reduce -87.0% | 17 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 17 | $3K |
| Modus Advisors, LLC | 0.00% | New | 16 | $3K |
| Consultiva Wealth Management, Corp. | 0.01% | New | 16 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | New | 15 | $3K |
| Chapman Financial Group, LLC | 0.00% | No change | 13 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 12 | $2K |
| American Wealth Advisors, LLC | 0.00% | No change | 10 | $2K |
| Alerus Financial NA | 0.00% | No change | 10 | $2K |
| Chelsea Counsel Co. | 0.00% | No change | 9 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 9 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 8 | $2K |
| SHP Wealth Management | 0.00% | — | 8 | $2K |
| Costello Asset Management, INC | 0.00% | No change | 7 | $1K |
| Oakworth Capital, Inc. | 0.00% | No change | 7 | $1K |
| Signature Equity Partners, LLC | 0.00% | — | 6 | $1K |
| Nvwm, LLC | 0.00% | New | 6 | $1K |
| United Financial Planning Group LLC | 0.00% | New | 4 | $799 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $799 |
| Viewpoint Capital Management LLC | 0.00% | Reduce -92.0% | 2 | $399 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 2 | $399 |
| Advocate Investing Services LLC | 0.00% | — | 1 | $200 |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.