iShares Ustechnology ETFIYWETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 1,301 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 118 from Q1 2026. 160 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($1.3B), PGIM Custom Harvest LLC ($1.1B) and Bank of America Corp. ($866.2M). 5 famous investors held it, including Joel Greenblatt (0.0% 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 Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 160 | $442.7M |
| Exits | 46 | $100.9M |
All 13F filers, Q1 2026 → Q2 2026: 4,284,418 shares bought and 2,972,164 shares sold, net +1,312,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,301 holders
| Morgan Stanley | 0.07% | Reduce -1.3% | 4,965,507 | $1.3B |
| PGIM Custom Harvest LLC | 14.37% | Add +0.1% | 4,549,815 | $1.1B |
| Bank of America Corp. | 0.06% | Add +0.7% | 3,434,260 | $866.2M |
| LPL Financial LLC | 0.17% | Reduce -0.1% | 3,035,854 | $765.7M |
| UBS Group AG | 0.07% | Reduce -1.7% | 1,727,967 | $435.8M |
| Wells Fargo & Company | 0.07% | Reduce -1.6% | 1,482,795 | $374.0M |
| Raymond James Financial Inc. | 0.10% | Reduce -2.3% | 1,435,567 | $362.1M |
| Envestnet Asset Management Inc. | 0.08% | Add +2.4% | 1,352,659 | $341.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -8.4% | 1,337,767 | $329.4M |
| Schroder Investment Management Group | 0.22% | Add +1513.7% | 1,261,481 | $310.6M |
| RiverFront Investment Group, LLC | 3.48% | Add +3.8% | 1,043,122 | $263.1M |
| Royal Bank of Canada | 0.04% | Add +3.3% | 922,417 | $232.7M |
| Manufacturers Life Insurance Company, The | 0.16% | New | 795,221 | $200.6M |
| HSBC Holdings PLC | 0.10% | Reduce -18.8% | 794,128 | $200.3M |
| FIL Ltd | 0.14% | Add +32.5% | 787,551 | $198.6M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -0.1% | 669,449 | $168.9M |
| Osaic Holdings, Inc. | 0.19% | Add +6.6% | 638,240 | $161.0M |
| Ameriprise Financial Inc. | 0.03% | Reduce -2.9% | 593,207 | $149.6M |
| Kestra Advisory Services, LLC | 0.39% | Reduce -3.6% | 477,728 | $120.5M |
| Cetera Investment Advisers | 0.11% | Reduce -9.1% | 462,996 | $116.8M |
| Captrust Financial Advisors | 0.15% | Add +30.5% | 394,966 | $99.6M |
| Portfolio Strategies, Inc. | 9.70% | Add +0.2% | 392,227 | $98.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +17.7% | 389,496 | $98.2M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.6% | 372,361 | $93.9M |
| HighTower Advisors, LLC | 0.08% | Reduce -4.6% | 334,262 | $84.3M |
| Focus Partners Wealth | 0.09% | Add +1.4% | 328,689 | $82.9M |
| United Capital Financial Advisors, LLC | 0.45% | Reduce -0.1% | 319,172 | $80.6M |
| Dynasty Wealth Management, LLC | 0.56% | Reduce -14.7% | 300,880 | $75.9M |
| Rockefeller Capital Management L.P. | 0.11% | Add +2.3% | 293,418 | $74.0M |
| MML Investors Services, LLC | 0.15% | Add +31.2% | 288,268 | $72.7M |
| Jones Financial Companies LLLP | 0.03% | Add +10.5% | 300,558 | $72.1M |
| Two Sigma Investments, LP | 0.06% | Reduce -69.3% | 282,300 | $71.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -35.0% | 259,001 | $65.3M |
| Atlas Legacy Advisors, LLC | 9.15% | Add +3.4% | 246,172 | $61.8M |
| Sanctuary Advisors, LLC | 0.28% | Add +4.5% | 241,829 | $61.0M |
| Stifel Financial Corp. | 0.05% | Reduce -5.3% | 233,713 | $59.0M |
| BlackRock, Inc. | 0.00% | Reduce -11.3% | 224,115 | $56.5M |
| Axxcess Wealth Management, LLC | 0.83% | New | 206,739 | $52.1M |
| Parker Investment Management, LLC | 6.24% | Reduce -0.0% | 204,468 | $51.6M |
| Janney Montgomery Scott LLC | 0.10% | New | 203,626 | $51.4M |
| NewEdge Advisors, LLC | 0.14% | Reduce -1.4% | 180,228 | $45.5M |
| Howard Capital Management Group, LLC | 2.72% | Reduce -2.1% | 176,535 | $44.5M |
| OneDigital Investment Advisors LLC | 0.37% | Reduce -1.6% | 173,863 | $43.9M |
| First Merchants Corp. | 1.44% | Reduce -2.4% | 161,871 | $40.8M |
| Assetmark, Inc. | 0.07% | Add +7.2% | 160,431 | $40.5M |
| Stratos Wealth Partners, LTD. | 0.39% | Add +1.2% | 152,728 | $38.5M |
| Creative Planning | 0.02% | Reduce -0.2% | 152,265 | $38.4M |
| Commerce Bank | 0.16% | Reduce -0.5% | 145,376 | $36.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +5.0% | 141,383 | $35.7M |
| Compound Planning, Inc. | 0.85% | Reduce -7.3% | 128,742 | $32.5M |
| Equitable Holdings, Inc. | 0.19% | Reduce -7.9% | 126,439 | $31.9M |
| Perigon Wealth Management, LLC | 0.45% | Reduce -3.5% | 113,658 | $28.7M |
| Patton Albertson Miller Group, LLC | 2.71% | Add +1.2% | 107,832 | $27.2M |
| Capital Investment Advisors, LLC | 0.35% | Reduce -1.0% | 105,036 | $26.5M |
| Mariner, LLC | 0.03% | Reduce -24.2% | 102,615 | $25.8M |
| Stillwater Capital Advisors, LLC | 2.57% | Reduce -0.8% | 100,052 | $25.2M |
| Park Avenue Securities LLC | 0.16% | New | 98,807 | $24.9M |
| FMR LLC | 0.00% | Add +13.3% | 97,559 | $24.6M |
| Cerity Partners LLC | 0.03% | Add +13.6% | 97,544 | $24.6M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -10.6% | 95,969 | $24.2M |
| Sagespring Wealth Partners, LLC | 0.37% | Reduce -9.0% | 94,407 | $23.8M |
| TritonPoint Partners, LLC | 1.96% | Add +4211.1% | 93,853 | $23.7M |
| Private Advisor Group, LLC | 0.11% | Reduce -47.2% | 93,125 | $23.5M |
| Tritonpoint Wealth, LLC | 2.29% | Reduce -3.0% | 92,429 | $23.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.0% | 92,976 | $23.3M |
| Advisory Services Network, LLC | 0.26% | Reduce -4.6% | 91,702 | $23.1M |
| Perennial Investment Advisors, LLC | 1.54% | Reduce -8.4% | 91,197 | $23.0M |
| Bank of Montreal | 0.01% | Reduce -0.7% | 90,781 | $22.9M |
| Atria Investments, Inc | 0.23% | Add +18.0% | 90,046 | $22.7M |
| RVW Wealth, LLC | 1.49% | Add +1.1% | 89,777 | $22.6M |
| First Citizens Financial Corp | 9.40% | Reduce -0.9% | 89,186 | $22.5M |
| Corient Private Wealth LP | 0.03% | Reduce -3.0% | 88,630 | $22.4M |
| HC Advisors, LLC | 13.33% | Reduce -2.2% | 87,053 | $22.0M |
| Mendel Capital Management LLC | 9.62% | Reduce -1.6% | 84,767 | $21.4M |
| Merit Financial Group, LLC | 0.13% | Reduce -1.2% | 83,644 | $21.1M |
| Arax Advisory Partners | 0.14% | Add +247.0% | 82,347 | $20.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.13% | Add +0.3% | 80,582 | $20.3M |
| Truist Financial Corp. | 0.02% | Reduce -0.7% | 78,430 | $19.8M |
| Macro Advisors, Inc. | 6.26% | Reduce -25.6% | 77,817 | $19.6M |
| Atlantic Union Bankshares Corp | 0.31% | Reduce -0.3% | 72,794 | $18.4M |
| WCG Wealth Advisors LLC | 0.43% | Reduce -5.6% | 72,429 | $18.3M |
| National Bank of Canada | 0.02% | Reduce -0.6% | 70,286 | $17.7M |
| Fifth Third Securities, Inc. | 0.96% | Add +2.3% | 66,865 | $16.9M |
| Camarda Financial Advisors, LLC | 5.01% | New | 65,684 | $16.6M |
| Cottonwood Capital Advisors, LLC | 9.85% | Add +1.4% | 64,798 | $16.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +36.4% | 64,058 | $16.2M |
| Rollins Financial Advisors, LLC | 2.12% | Add +8.6% | 63,934 | $16.1M |
| Pettinga Financial Advisors LLC | 2.54% | Reduce -11.0% | 62,900 | $15.9M |
| Johnson Investment Counsel Inc. | 0.11% | Reduce -0.7% | 62,336 | $15.7M |
| Farther Finance Advisors, LLC | 0.12% | Reduce -7.1% | 61,699 | $15.5M |
| Signature Wealth Management Partners, LLC | 7.23% | Reduce -0.8% | 61,513 | $15.5M |
| J.W. Cole Advisors, Inc. | 0.26% | New | 60,936 | $15.4M |
| Finley Financial, LLC | 6.15% | Reduce -1.7% | 60,556 | $15.3M |
| Citigroup Inc. | 0.01% | Add +0.9% | 59,554 | $15.0M |
| Pathstone Holdings, LLC | 0.04% | Add +5.2% | 58,678 | $14.8M |
| Prospera Financial Services Inc | 0.21% | Reduce -2.3% | 57,766 | $14.6M |
| Principal Financial Group Inc. | 0.01% | No change | 57,381 | $14.5M |
| &partners | 0.06% | Reduce -25.2% | 57,592 | $14.4M |
| MAI Capital Management | 0.05% | Add +1.7% | 56,352 | $14.2M |
| M&T Bank Corp | 0.04% | Reduce -8.2% | 55,378 | $14.0M |
| CIBC Bancorp USA Inc. | 0.02% | Reduce -12.6% | 54,690 | $13.8M |
| Stonebridge Financial Planning Group, LLC | 4.37% | Reduce -1.0% | 54,362 | $13.7M |
| Bank of New York Mellon Corp | 0.00% | Add +11.2% | 52,838 | $13.3M |
| Perkins Coie Trust Co | 2.20% | Reduce -4.9% | 52,686 | $13.3M |
| Belvedere Trading LLC | 1.10% | Add +381.8% | 52,411 | $13.2M |
| Mechanics Bank Trust Department | 1.62% | Add +4.9% | 51,874 | $13.1M |
| Quantinno Capital Management LP | 0.02% | Reduce -1.2% | 51,863 | $13.1M |
| Lido Advisors, LLC | 0.05% | Reduce -9.5% | 51,502 | $13.0M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -10.5% | 50,749 | $12.8M |
| High Point Wealth Management, LLC | 10.68% | Reduce -2.7% | 50,732 | $12.8M |
| Cresset Asset Management, LLC | 0.05% | Add +100.0% | 49,210 | $12.4M |
| J.Safra Asset Management Corp | 0.56% | No change | 47,904 | $12.1M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -2.4% | 47,802 | $12.1M |
| Independent Financial Group, LLC | 0.22% | Add +111.4% | 47,508 | $12.0M |
| OpenArc Corporate Advisory, LLC | 0.14% | Reduce -15.8% | 46,701 | $11.8M |
| Certuity, LLC | 0.57% | Add +0.0% | 46,029 | $11.6M |
| Kingswood Wealth Advisors, LLC | 0.47% | Add +2.9% | 45,985 | $11.6M |
| Bleakley Financial Group, LLC | 0.15% | Reduce -1.7% | 45,878 | $11.6M |
| Spire Wealth Management | 0.35% | Reduce -1.0% | 45,565 | $11.5M |
| IHT Wealth Management, LLC | 0.24% | Reduce -6.6% | 45,383 | $11.4M |
| Cadent Capital Advisors, LLC | 2.36% | Reduce -9.4% | 45,056 | $11.4M |
| Essex LLC | 1.71% | Reduce -6.4% | 44,767 | $11.3M |
| Crown Wealth Group, LLC | 2.84% | Add +23.8% | 44,221 | $11.2M |
| Lifelong Wealth Advisors, Inc. | 2.59% | Reduce -14.6% | 43,554 | $11.0M |
| Swmg, LLC | 2.57% | Add +36.4% | 43,987 | $10.9M |
| BBR Partners, LLC | 0.51% | No change | 43,189 | $10.9M |
| Pittenger & Anderson Inc. | 0.39% | No change | 43,015 | $10.8M |
| Three Seasons Wealth, LLC | 0.99% | Add +2412.9% | 42,945 | $10.8M |
| Bartlett & Co. Wealth Management LLC | 0.14% | Add +2.0% | 42,796 | $10.8M |
| Kickstand Ventures, Llc. | 1.96% | Reduce -20.9% | 42,688 | $10.8M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -3.0% | 42,123 | $10.6M |
| CoreCap Advisors, LLC | 0.30% | Add +63.5% | 40,859 | $10.3M |
| One Wealth Advisors, LLC | 1.13% | Reduce -1.1% | 40,648 | $10.3M |
| Scotia Capital Inc. | 0.04% | Add +3.6% | 40,341 | $10.2M |
| Northern Trust Corp. | 0.00% | Add +12.7% | 40,124 | $10.1M |
| Dynamic Advisor Solutions LLC | 0.29% | Reduce -8.1% | 39,953 | $10.1M |
| Baird Financial Group, Inc. | 0.01% | Add +2.3% | 39,370 | $9.9M |
| Tableaux LLC | 4.09% | Reduce -7.8% | 38,529 | $9.7M |
| Simmons Bank | 0.55% | Reduce -0.7% | 38,347 | $9.7M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Reduce -1.4% | 37,237 | $9.4M |
| Keebeck Wealth Management | 0.92% | Reduce -4.9% | 37,163 | $9.4M |
| Harbour Investments, Inc. | 0.13% | Add +6.6% | 36,919 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -42.2% | 36,499 | $9.2M |
| Strategic Blueprint, LLC | 0.46% | Reduce -7.1% | 36,296 | $9.2M |
| Prostatis Group LLC | 2.13% | Reduce -10.1% | 36,208 | $9.1M |
| Central Pacific Bank - Trust Division | 0.96% | Add +104.6% | 36,065 | $9.1M |
| Cary Street Partners Financial LLC | 0.20% | Reduce -3.5% | 35,517 | $9.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +6.7% | 34,871 | $8.8M |
| IFP Advisors, Inc | 0.15% | Reduce -4.1% | 33,944 | $8.6M |
| Gerald Baker Financial Group LLC | 2.41% | Reduce -0.3% | 33,520 | $8.5M |
| Fifth Third Bancorp | 0.01% | Reduce -2.1% | 33,341 | $8.4M |
| Kingsman Wealth Management, Inc. | 3.93% | Reduce -1.0% | 33,318 | $8.4M |
| Ieq Capital, LLC | 0.04% | Add +1.1% | 32,935 | $8.3M |
| Schmidt P J Investment Management Inc. | 1.29% | Reduce -2.0% | 32,931 | $8.3M |
| Staley Capital Advisers Inc. | 0.32% | No change | 32,810 | $8.3M |
| Valor Advisors LLC | 6.04% | No change | 32,477 | $8.2M |
| Empirical Asset Management, LLC | 1.84% | Reduce -8.3% | 32,446 | $8.2M |
| Fortitude Family Office, LLC | 1.58% | No change | 32,215 | $8.1M |
| Wealth Enhancement Trust Services, Inc. | 0.90% | New | 32,169 | $8.1M |
| Summit Financial Consulting LLC | 5.45% | Add +1666.0% | 31,841 | $8.0M |
| CPR Investments Inc. | 6.00% | Add +23.9% | 30,918 | $7.8M |
| Pettyjohn, Wood & White, Inc. | 1.11% | No change | 30,220 | $7.6M |
| WealthBridge Capital Management, LLC | 1.51% | Reduce -3.6% | 30,218 | $7.6M |
| 1832 Asset Management L.P. | 0.01% | Add +12.2% | 29,900 | $7.5M |
| CFS Investment Advisory Services, LLC | 0.50% | Reduce -6.7% | 30,884 | $7.5M |
| First Heartland Consultants, Inc. | 0.49% | Reduce -4.7% | 29,777 | $7.5M |
| Ssi Investment Management LLC | 2.58% | Add +0.5% | 29,758 | $7.5M |
| Blair William & Co. | 0.02% | Add +1.1% | 29,713 | $7.5M |
| Integrity Alliance, Llc. | 0.23% | Reduce -9.2% | 29,147 | $7.4M |
| Runnymede Capital Advisors, Inc. | 4.35% | Reduce -0.1% | 28,930 | $7.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -2.0% | 28,858 | $7.3M |
| AQR Capital Management | 0.00% | Add +58.8% | 28,645 | $7.2M |
| Ameritas Advisory Services, LLC | 0.15% | Add +19.7% | 28,600 | $7.2M |
| US Bancorp \de | 0.01% | Add +2.2% | 28,085 | $7.1M |
| Brown Advisory Inc. | 0.01% | Add +3.3% | 27,803 | $7.0M |
| Quotient Wealth Partners, LLC | 0.17% | Reduce -0.7% | 27,770 | $7.0M |
| Valmark Advisers, Inc. | 0.07% | Add +1.0% | 27,663 | $7.0M |
| Natixis Advisors, LLC | 0.01% | Add +5.7% | 27,455 | $6.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +65.7% | 27,387 | $6.9M |
| Gallagher Capital Advisors, LLC | 3.95% | Add +5.0% | 27,388 | $6.9M |
| Montecito Bank & Trust | 1.03% | Reduce -0.4% | 27,245 | $6.9M |
| Koshinski Asset Management, Inc. | 0.36% | Add +0.1% | 27,063 | $6.8M |
| Security Financial Services, INC. | 0.94% | Reduce -0.7% | 26,906 | $6.8M |
| Stephens Inc. | 0.08% | Reduce -0.5% | 26,560 | $6.7M |
| AdvisorShares Investments LLC | 0.80% | Add +189.0% | 26,393 | $6.7M |
| Sigma Planning Corp | 0.17% | Reduce -20.1% | 26,378 | $6.7M |
| CreativeOne Wealth, LLC | 0.14% | Add +15.9% | 26,370 | $6.7M |
| Carnegie Investment Counsel | 0.13% | Reduce -3.9% | 26,353 | $6.6M |
| MA Private Wealth | 0.99% | Reduce -39.2% | 26,280 | $6.6M |
| First National Bank of Omaha | 0.19% | Add +0.3% | 26,870 | $6.6M |
| Financial Freedom, LLC | 3.04% | Reduce -0.3% | 26,237 | $6.6M |
| Ethos Financial Group, LLC | 0.44% | Reduce -0.8% | 25,895 | $6.5M |
| Ciovacco Capital Management LLC | 2.90% | Add +0.7% | 25,866 | $6.5M |
| S&A Financial Services, Inc. | 3.97% | Reduce -11.3% | 25,761 | $6.5M |
| Centerline Wealth Advisors, LLC | 2.03% | Reduce -17.8% | 25,688 | $6.5M |
| Avidian Wealth Enterprises, LLC | 0.18% | Reduce -1.1% | 25,661 | $6.5M |
| Parallel Advisors, LLC | 0.10% | Add +1.9% | 25,399 | $6.4M |
| Forthright Family Wealth Advisory LLC | 3.62% | Reduce -16.1% | 25,388 | $6.4M |
| Elevated Financial Group LLC | 1.80% | Add +3.9% | 25,314 | $6.4M |
| Focus Financial Network, Inc. | 0.19% | Add +1.1% | 24,743 | $6.2M |
| Citizens Financial Group Inc. | 0.07% | Add +0.0% | 24,650 | $6.2M |
| XTX Topco Ltd | 0.08% | New | 24,569 | $6.2M |
| Fort Washington Investment Advisors Inc. | 0.03% | Reduce -1.2% | 24,467 | $6.2M |
| USA Financial Formulas | 1.12% | — | 24,341 | $6.1M |
| Ferguson Wellman Capital Management, Inc. | 0.07% | Reduce -1.3% | 24,313 | $6.1M |
| Gilliland Jeter Wealth Management LLC | 1.61% | Add +0.4% | 24,307 | $6.1M |
| Eagle Strategies LLC | 0.61% | Reduce -7.4% | 24,302 | $6.1M |
| Financial Life Advisors | 1.73% | Reduce -50.3% | 24,153 | $6.1M |
| Cornerstone Wealth Management, LLC | 0.26% | Add +3.0% | 23,870 | $6.0M |
| Money Concepts Capital Corp. | 0.28% | Add +19.8% | 23,780 | $6.0M |
| WBH Advisory Inc. | 0.40% | No change | 23,717 | $6.0M |
| Keybank National Association | 0.02% | Add +1.9% | 23,174 | $5.8M |
| Geneos Wealth Management Inc. | 0.12% | Add +0.4% | 23,080 | $5.8M |
| Weinberger Asset Management, Inc | 1.86% | Add +0.0% | 24,422 | $5.8M |
| Vise Technologies, Inc. | 0.07% | Add +211.3% | 22,885 | $5.8M |
| DT Investment Partners, LLC | 0.43% | No change | 22,678 | $5.7M |
| Rathbones Group PLC | 0.02% | Reduce -4.8% | 22,596 | $5.7M |
| Laurel Wealth Advisors LLC | 0.55% | Reduce -0.2% | 22,566 | $5.7M |
| IFG Advisory, LLC | 0.20% | Add +1942.6% | 22,264 | $5.6M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.81% | Add +0.7% | 21,828 | $5.5M |
| Mgo One Seven LLC | 0.09% | Add +3.1% | 21,570 | $5.4M |
| Meridian Wealth Management, LLC | 0.16% | Add +9.0% | 21,052 | $5.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -9.2% | 21,013 | $5.3M |
| Foundations Investment Advisors, LLC | 0.05% | Add +14.0% | 20,894 | $5.3M |
| Liberty Wealth Management LLC | 0.66% | No change | 28,877 | $5.2M |
| Ascent Group, LLC | 0.16% | Reduce -1.6% | 20,600 | $5.2M |
| Arkadios Wealth Advisors | 0.08% | Reduce -2.3% | 20,475 | $5.2M |
| Cibc World Market Inc. | 0.01% | Add +0.6% | 20,377 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -4.8% | 20,042 | $5.1M |
| Clifford Swan Investment Counsel LLC | 0.16% | Reduce -0.2% | 20,000 | $5.0M |
| Hemming& Wealth Management, Inc. | 3.06% | Reduce -71.1% | 19,938 | $5.0M |
| Counterweight Ventures, LLC | 2.49% | Reduce -1.3% | 19,807 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +20.5% | 19,325 | $4.9M |
| Global Retirement Partners, LLC | 0.07% | — | 19,322 | $4.9M |
| Acropolis Investment Management, LLC | 0.19% | Reduce -2.4% | 19,300 | $4.9M |
| Lakeshore Financial Planning, Inc. | 1.55% | Add +3.9% | 19,141 | $4.8M |
| Mutual Advisors, LLC | 0.09% | Reduce -5.5% | 19,027 | $4.8M |
| Midwest Trust Co | 0.05% | Reduce -2.0% | 18,998 | $4.8M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -1.9% | 18,839 | $4.8M |
| Tennessee Valley Asset Management Partners | 0.52% | Add +6.4% | 18,762 | $4.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.23% | Reduce -5.4% | 18,730 | $4.7M |
| Inscription Capital, LLC | 0.42% | Add +2.8% | 18,570 | $4.7M |
| Cypress Wealth Services, LLC | 0.57% | Reduce -0.3% | 18,410 | $4.6M |
| Quest 10 Wealth Builders, Inc. | 3.59% | Add +1.2% | 18,329 | $4.6M |
| Parsons Capital Management Inc. | 0.21% | Add +5.0% | 18,141 | $4.6M |
| Joel Isaacson & Co., LLC | 0.13% | Add +0.0% | 18,140 | $4.6M |
| Snowden Capital Advisors LLC | 0.11% | Reduce -1.3% | 18,113 | $4.6M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -3.2% | 18,112 | $4.6M |
| Stock Yards Bank & Trust Co. | 0.13% | Add +18.0% | 17,793 | $4.5M |
| Caprock Group, LLC | 0.09% | Reduce -0.2% | 17,783 | $4.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -17.5% | 17,704 | $4.5M |
| Connecticut Wealth Management, LLC | 0.17% | Reduce -3.8% | 17,688 | $4.5M |
| Horst & Graben Wealth Management LLC | 0.58% | Reduce -0.7% | 17,838 | $4.4M |
| VestGen Advisors, LLC | 0.13% | Add +11.9% | 17,467 | $4.4M |
| RFG Advisory, LLC | 0.07% | Add +0.0% | 17,169 | $4.3M |
| Flow Traders U.S. LLC | 0.18% | New | 17,158 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -5.4% | 17,110 | $4.3M |
| Terra Nova Asset Management LLC | 2.63% | Add +5.2% | 17,021 | $4.3M |
| Centaurus Financial, Inc. | 0.17% | Add +38.8% | 16,861 | $4.3M |
| Western Wealth Management, LLC | 0.14% | Reduce -2.2% | 16,799 | $4.2M |
| Ayalon Insurance Comp Ltd. | 0.52% | No change | 16,800 | $4.2M |
| Haverford Trust Co | 0.04% | No change | 16,784 | $4.2M |
| HB Wealth Management, LLC | 0.02% | Reduce -1.9% | 16,774 | $4.2M |
| Matthew Goff Investment Advisor, LLC | 0.71% | Reduce -1.4% | 16,670 | $4.2M |
| Wallace Hart LLC | 2.61% | Add +6.9% | 16,531 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +4.9% | 16,530 | $4.2M |
| TSA Wealth Managment LLC | 1.17% | Reduce -9.7% | 16,376 | $4.1M |
| Cahill Financial Advisors Inc. | 0.40% | Reduce -6.6% | 16,375 | $4.1M |
| Client 1ST Advisory Group, LLC | 1.10% | Add +1.4% | 16,287 | $4.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +19.8% | 16,263 | $4.1M |
| Tyche Wealth Partners LLC | 0.57% | Add +0.3% | 16,055 | $4.0M |
| Arete Wealth Advisors, LLC | 0.27% | New | 16,036 | $4.0M |
| Flagstar Securities, Inc. | 1.22% | Add +10.4% | 16,013 | $4.0M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -21.2% | 15,994 | $4.0M |
| Mullooly Asset Management, Inc. | 1.24% | Add +0.4% | 15,926 | $4.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.1% | 15,903 | $4.0M |
| Gotham Asset Management | 0.01% | Reduce -1.0% | 15,766 | $4.0M |
| Teucrium Investment Advisors, LLC | 3.54% | New | 15,760 | $4.0M |
| May Hill Capital, LLC | 0.83% | Add +14.8% | 15,745 | $4.0M |
| Icon Wealth Advisors, LLC | 0.24% | Reduce -1.9% | 15,600 | $3.9M |
| Regal Investment Advisors LLC | 0.20% | Add +1.7% | 15,520 | $3.9M |
| Wealth Alliance, LLC | 0.33% | Reduce -3.3% | 15,443 | $3.9M |
| Sanchez Gaunt Capital Management, LLC | 2.17% | Reduce -1.0% | 15,441 | $3.9M |
| Waverly Advisors, LLC | 0.02% | Add +4.5% | 15,411 | $3.9M |
| Sovran Advisors, LLC | 0.29% | Reduce -8.3% | 16,689 | $3.9M |
| Adams Wealth Management | 0.74% | Reduce -1.9% | 15,323 | $3.9M |
| CacheTech Inc. | 0.63% | Reduce -1.9% | 15,323 | $3.9M |
| Choreo, LLC | 0.04% | Reduce -3.2% | 15,242 | $3.8M |
| Commonwealth Financial Services, LLC | 0.52% | Reduce -2.3% | 15,205 | $3.8M |
| Promethium Advisors,llc | 1.82% | Reduce -1.5% | 15,060 | $3.8M |
| Leeward Financial Partners, LLC | 0.99% | No change | 15,002 | $3.8M |
| MMBG Investment Advisors Co. | 0.30% | No change | 14,991 | $3.8M |
| Integrity Advisory Solutions, LLC | 0.39% | Reduce -1.9% | 14,985 | $3.8M |
| Forte Asset Management LLC | 1.54% | Reduce -8.8% | 14,958 | $3.8M |
| Second Half Financial Partners, LLC | 1.55% | Add +0.7% | 14,955 | $3.8M |
| W Advisors, LLC | 1.70% | Reduce -0.1% | 14,834 | $3.7M |
| Ewa, LLC | 0.67% | Add +2.4% | 14,579 | $3.7M |
| Trustmark Bank Trust Department | 0.22% | Reduce -0.2% | 14,395 | $3.6M |
| Stonebridge Financial Group, LLC | 0.50% | — | 14,238 | $3.6M |
| First United Bank & Trust | 1.03% | Reduce -2.8% | 14,137 | $3.6M |
| Daybright Advisory Services, Inc. | 0.82% | Reduce -54.6% | 14,506 | $3.5M |
| Avior Wealth Management, LLC | 0.09% | Add +17.3% | 13,673 | $3.4M |
| Lakeshore Capital Group, Inc. | 2.54% | Reduce -0.5% | 13,621 | $3.4M |
| Glenview Trust Co | 0.05% | Reduce -9.8% | 13,587 | $3.4M |
| Tempus Wealth Planning, LLC | 0.67% | Reduce -2.4% | 13,504 | $3.4M |
| Roof Eidam Maycock Peralta, LLC | 0.67% | No change | 13,408 | $3.4M |
| Savant Capital, LLC | 0.01% | Add +4.0% | 13,333 | $3.4M |
| Silver Oak Securities, Incorporated | 0.20% | Add +13.0% | 13,332 | $3.4M |
| Earned Wealth Advisors, LLC | 0.22% | Add +17.8% | 13,317 | $3.4M |
| Waddell & Associates, LLC | 0.17% | No change | 13,316 | $3.4M |
| Eq LLC | 0.82% | Add +6.7% | 13,310 | $3.4M |
| Conservest Capital Advisors, Inc. | 0.27% | Reduce -1.5% | 13,284 | $3.4M |
| Condor Capital Management | 0.25% | Reduce -7.9% | 13,282 | $3.4M |
| PFG Investments, LLC | 0.13% | Reduce -1.5% | 13,082 | $3.3M |
| Financial Perspectives, Inc | 0.80% | Add +0.6% | 12,996 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.5% | 12,624 | $3.2M |
| LongView Wealth Management | 0.81% | Reduce -1.4% | 12,509 | $3.2M |
| LRI Investments, LLC | 0.25% | No change | 12,465 | $3.1M |
| Concorde Asset Management, LLC | 1.79% | Add +4.3% | 12,266 | $3.1M |
| Nuveen, LLC | 0.00% | New | 12,159 | $3.1M |
| Duncker Streett & Co. Inc. | 0.52% | Reduce -10.3% | 12,153 | $3.1M |
| Montis Financial, LLC | 0.62% | Reduce -2.5% | 12,085 | $3.0M |
| AE Wealth Management LLC | 0.01% | Reduce -12.9% | 12,024 | $3.0M |
| Keystone Wealth Services, LLC | 0.56% | Add +0.3% | 11,984 | $3.0M |
| Amundi | 0.00% | Reduce -31.3% | 11,907 | $3.0M |
| Benjamin Edwards Inc. | 0.03% | Add +2.3% | 11,855 | $3.0M |
| Principal Securities, Inc. | 0.04% | Reduce -68.1% | 11,858 | $3.0M |
| KKM Financial LLC | 0.41% | Reduce -12.2% | 11,857 | $3.0M |
| Virtue Capital Management, LLC | 0.40% | New | 11,808 | $3.0M |
| Outlook Wealth Advisors, LLC | 0.64% | Add +3.1% | 11,758 | $3.0M |
| Allworth Financial LP | 0.01% | Reduce -6.1% | 11,740 | $3.0M |
| AdvisorNet Financial, Inc | 0.13% | Add +3.7% | 11,642 | $2.9M |
| Bragg Financial Advisors, Inc | 0.08% | Reduce -0.6% | 11,615 | $2.9M |
| Oak Barrel Wealth Advisory LLC | 1.29% | — | 11,580 | $2.9M |
| Principle Wealth Partners LLC | 0.14% | No change | 11,548 | $2.9M |
| Nwam LLC | 0.15% | Reduce -1.9% | 11,542 | $2.9M |
| Mayflower Financial Advisors, LLC | 0.25% | Reduce -12.2% | 11,542 | $2.9M |
| Redwood Financial Network Corp | 1.60% | Add +4.6% | 11,456 | $2.9M |
| ONE Advisory Partners, LLC | 0.78% | Reduce -4.7% | 11,300 | $2.9M |
| NorthRock Partners, LLC | 0.04% | Reduce -23.6% | 11,188 | $2.8M |
| SeaCrest Wealth Management, LLC | 0.31% | Add +0.5% | 11,159 | $2.8M |
| Dale Q Rice Investment Management Ltd | 1.52% | Reduce -0.5% | 11,143 | $2.8M |
| Ballew Advisors, Inc | 1.45% | Add +0.0% | 11,538 | $2.8M |
| Market Street Wealth Management Advisors LLC | 0.40% | Reduce -1.1% | 11,116 | $2.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +18.4% | 11,098 | $2.8M |
| Steelhead Wealth Management LLC | 1.11% | Reduce -3.7% | 10,929 | $2.8M |
| Legacy Private Trust Co. | 0.15% | Reduce -2.4% | 10,895 | $2.7M |
| Castle Rock Wealth Management, LLC | 0.54% | Reduce -2.2% | 11,002 | $2.7M |
| Canvas Wealth Advisors, LLC | 0.38% | No change | 10,702 | $2.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Reduce -50.0% | 10,682 | $2.7M |
| Allen Investment Management, LLC | 0.03% | No change | 10,606 | $2.7M |
| Nova Wealth Management, Inc. | 1.48% | Reduce -27.8% | 10,601 | $2.7M |
| Apollon Financial, LLC | 0.31% | Reduce -1.4% | 10,539 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +13.2% | 10,480 | $2.6M |
| Sonata Capital Group Inc. | 0.85% | No change | 10,480 | $2.6M |
| Global Financial Private Client, LLC | 0.72% | No change | 10,464 | $2.6M |
| Coastal Bridge Advisors, LLC | 0.16% | No change | 10,410 | $2.6M |
| Apella Capital, LLC | 0.04% | Add +0.0% | 10,760 | $2.6M |
| NCM Capital Management, LLC | 0.81% | Reduce -0.6% | 10,359 | $2.6M |
| Avid Wealth Partners LLC | 1.26% | Reduce -60.5% | 10,348 | $2.6M |
| Patten & Patten Inc. | 0.14% | No change | 10,273 | $2.6M |
| Avalon Capital Management | 0.61% | New | 10,265 | $2.6M |
| Wesbanco Bank Inc. | 0.06% | Add +0.1% | 10,225 | $2.6M |
| Oppenheimer & Co. Inc. | 0.03% | Add +0.1% | 10,119 | $2.6M |
| Brookstone Capital Management | 0.03% | Add +0.0% | 10,047 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Add +1.4% | 10,286 | $2.5M |
| Wealthspire Retirement, LLC | 0.14% | Reduce -0.0% | 10,059 | $2.5M |
| Beacon Financial Group | 0.23% | Reduce -1.5% | 9,927 | $2.5M |
| WealthCare Investment Partners, LLC | 0.61% | Reduce -2.8% | 9,895 | $2.5M |
| Kovack Advisors, Inc. | 0.12% | Reduce -12.5% | 9,955 | $2.5M |
| International Assets Investment Management, LLC | 0.15% | Add +9.0% | 9,994 | $2.5M |
| Magnus Financial Group LLC | 0.18% | Add +0.1% | 9,825 | $2.5M |
| Visionary Wealth Advisors | 0.10% | Reduce -0.6% | 9,810 | $2.5M |
| Northside Capital Management, LLC | 0.20% | No change | 9,800 | $2.5M |
| Westbourne Investments, Inc. | 0.99% | Add +2.5% | 9,618 | $2.4M |
| Csenge Advisory Group | 0.10% | Reduce -3.0% | 9,568 | $2.4M |
| Maltin Wealth Management, Inc. | 0.80% | Reduce -0.3% | 9,510 | $2.4M |
| Diversify Advisory Services, LLC | 0.04% | New | 10,188 | $2.4M |
| Diversify Wealth Management, LLC | 0.04% | Add +9.5% | 10,188 | $2.4M |
| Carret Asset Management, LLC | 0.20% | Reduce -0.5% | 9,262 | $2.3M |
| Lake Street Private Wealth, LLC | 0.27% | Reduce -0.2% | 9,258 | $2.3M |
| Meridian Management Co. | 0.52% | No change | 9,200 | $2.3M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 9,146 | $2.3M |
| Kelly Financial Services LLC | 0.49% | Reduce -2.1% | 9,089 | $2.3M |
| First National Trust Co | 0.08% | No change | 9,039 | $2.3M |
| Aviance Capital Partners, LLC | 0.23% | Reduce -3.6% | 8,886 | $2.2M |
| Investment Advisory Group, LLC | 0.48% | Add +1.0% | 8,822 | $2.2M |
| Maia Wealth LLC | 0.33% | Reduce -8.5% | 8,810 | $2.2M |
| Samara Investment Management, LLC | 2.03% | Add +2.2% | 8,757 | $2.2M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +1.3% | 8,694 | $2.2M |
| Advisory Alpha, LLC | 0.05% | Reduce -4.5% | 8,609 | $2.2M |
| HRT Financial LP | 0.00% | New | 8,606 | $2.2M |
| HCR Wealth Advisors | 0.19% | Reduce -1.6% | 8,516 | $2.1M |
| Balance Wealth Partners LLC | 0.57% | Add +0.5% | 8,508 | $2.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +24.1% | 8,622 | $2.1M |
| Boston Family Office LLC | 0.13% | Reduce -10.5% | 8,500 | $2.1M |
| AlphaCore Capital LLC | 0.04% | Reduce -10.4% | 8,483 | $2.1M |
| Chesley Taft & Associates LLC | 0.08% | Reduce -1.5% | 8,421 | $2.1M |
| Freestone Capital Holdings, LLC | 0.06% | Add +1.4% | 8,379 | $2.1M |
| Modern Wealth Management, LLC | 0.03% | Add +6.7% | 8,372 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +2.3% | 8,370 | $2.1M |
| Franklin Resources Inc. | 0.00% | No change | 8,334 | $2.1M |
| Allied Private Wealth LLC | 1.34% | — | 8,538 | $2.1M |
| Lewis Asset Management, LLC | 0.73% | Reduce -0.4% | 8,277 | $2.1M |
| CX Institutional | 0.06% | Reduce -0.6% | 8,205 | $2.1M |
| Cpwa, LLC | 2.40% | Reduce -2.0% | 8,198 | $2.1M |
| Intrepid Financial Planning Group LLC | 0.70% | Add +0.1% | 8,198 | $2.1M |
| Advus Financial Partners, LLC | 0.47% | Reduce -28.2% | 8,192 | $2.1M |
| Aprio Wealth Management, LLC | 0.10% | Reduce -0.4% | 8,059 | $2.0M |
| Meridian Wealth Advisors, LLC | 0.23% | Reduce -0.3% | 8,051 | $2.0M |
| Bawa N Mallick Trust | 0.65% | No change | 8,000 | $2.0M |
| Sharkey, Howes & Javer | 0.24% | Reduce -0.2% | 7,941 | $2.0M |
| Pallas Capital Advisors LLC | 0.06% | Add +7.3% | 7,917 | $2.0M |
| QRG Capital Management, Inc. | 0.02% | Reduce -0.9% | 7,866 | $2.0M |
| NewEdge Wealth, LLC | 0.02% | Reduce -2.0% | 7,847 | $2.0M |
| Private Trust Co. NA | 0.16% | Reduce -0.1% | 7,837 | $2.0M |
| Navellier & Associates Inc. | 0.16% | Add +67.0% | 7,835 | $2.0M |
| Victory Financial Group, LLC | 0.21% | Add +12.0% | 7,784 | $2.0M |
| West Wealth Group, LLC | 0.32% | Reduce -22.3% | 7,744 | $2.0M |
| Unique Wealth, LLC | 0.23% | Add +1.9% | 7,741 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +476.2% | 7,629 | $1.9M |
| Asempa Wealth Advisors | 1.46% | Reduce -3.4% | 7,573 | $1.9M |
| Certified Advisory Corp | 0.15% | Add +59.1% | 7,551 | $1.9M |
| Sowell Financial Services LLC | 0.06% | Reduce -34.5% | 7,539 | $1.9M |
| Kiley Juergens Wealth Management, LLC | 0.30% | Reduce -0.3% | 7,509 | $1.9M |
| Moors & Cabot, Inc. | 0.07% | Reduce -1.5% | 7,495 | $1.9M |
| Rossby Financial, LCC | 0.34% | Reduce -7.2% | 7,399 | $1.9M |
| Greenspring Advisors, LLC | 0.10% | Reduce -0.4% | 7,329 | $1.8M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.1% | 7,322 | $1.8M |
| Summit Wealth Group LLC / Co. | 0.15% | Reduce -3.7% | 7,290 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.47% | Reduce -27.0% | 7,253 | $1.8M |
| Stratos Investment Management, LLC | 0.07% | Add +11.0% | 7,250 | $1.8M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.63% | — | 7,243 | $1.8M |
| Kaydan Wealth Management, Inc. | 0.55% | No change | 7,185 | $1.8M |
| Compass Financial Group, Inc. (Ohio) | 1.21% | Reduce -9.7% | 7,172 | $1.8M |
| Curi Capital, LLC | 0.03% | Reduce -7.2% | 7,108 | $1.8M |
| Clear Creek Financial Management, LLC | 0.12% | Add +1.4% | 7,094 | $1.8M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -9.2% | 7,035 | $1.8M |
| Westside Investment Management, Inc. | 0.23% | Add +2.5% | 7,007 | $1.8M |
| First Citizens Bank & Trust Co. | 0.03% | Add +0.6% | 6,995 | $1.8M |
| Saxon Interests, Inc. | 0.48% | Reduce -3.7% | 6,935 | $1.7M |
| American Institute for Advanced Investment Management, LLP | 1.01% | Add +2.2% | 6,929 | $1.7M |
| Lanark Financial, Inc. | 0.12% | Reduce -0.1% | 6,878 | $1.7M |
| Americana Partners, LLC | 0.04% | Reduce -0.8% | 6,840 | $1.7M |
| Insigneo Advisory Services, LLC | 0.06% | Add +107.3% | 6,797 | $1.7M |
| Adell Harriman & Carpenter Inc. | 0.09% | Reduce -2.0% | 6,788 | $1.7M |
| Aurora Private Wealth, Inc. | 1.08% | Add +0.0% | 6,764 | $1.7M |
| First Western Trust Bank | 0.08% | No change | 6,700 | $1.7M |
| Maryland Capital Advisors Inc. | 0.54% | — | 6,680 | $1.7M |
| Olde Wealth Management, LLC | 0.48% | No change | 6,667 | $1.7M |
| CWA Asset Management Group, LLC | 0.05% | Reduce -2.1% | 6,651 | $1.7M |
| Empowered Funds, LLC | 0.01% | Reduce -2.0% | 6,632 | $1.7M |
| Ridgeline Wealth, LLC | 0.98% | Reduce -0.2% | 6,617 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.08% | Reduce -21.8% | 6,565 | $1.7M |
| Blue Trust, Inc. | 0.02% | Reduce -27.2% | 6,539 | $1.6M |
| Purewater Capital LLC | 1.18% | Add +16.5% | 6,499 | $1.6M |
| Harmony Asset Management LLC | 0.44% | Reduce -1.3% | 6,498 | $1.6M |
| Brooktree Capital Management | 1.07% | No change | 6,476 | $1.6M |
| M3 Advisory Group, LLC | 0.85% | Reduce -7.4% | 6,462 | $1.6M |
| Zhang Financial LLC | 0.05% | No change | 6,454 | $1.6M |
| Firethorn Wealth Partners, LLC | 0.52% | Add +24.4% | 6,386 | $1.6M |
| Two Sigma Securities, LLC | 0.14% | New | 6,385 | $1.6M |
| Willner & Heller, LLC | 1.01% | Reduce -1.8% | 6,372 | $1.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Reduce -29.8% | 6,352 | $1.6M |
| Graves Light Lenhart Wealth, Inc. | 0.15% | No change | 6,348 | $1.6M |
| Summit Financial, LLC | 0.02% | Add +41.8% | 6,324 | $1.6M |
| Berkeley Capital Partners, LLC | 0.33% | Add +4.3% | 6,280 | $1.6M |
| Essex Financial Services, Inc. | 0.08% | Reduce -3.0% | 6,254 | $1.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.16% | Reduce -7.1% | 6,238 | $1.6M |
| Ibex Wealth Advisors | 0.12% | Reduce -43.5% | 6,234 | $1.6M |
| Sei Investments Co. | 0.00% | Add +66.1% | 6,161 | $1.6M |
| Dagco, Inc. | 0.28% | Reduce -0.1% | 6,107 | $1.5M |
| PKS Advisory Services, LLC | 0.24% | Reduce -5.5% | 6,073 | $1.5M |
| Lavaca Capital LLC | 0.16% | No change | 6,059 | $1.5M |
| Creative Financial Designs Inc. | 0.07% | Reduce -72.9% | 6,048 | $1.5M |
| Comprehensive Financial Planning, Inc. | 0.81% | Add +0.5% | 6,032 | $1.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.43% | Reduce -17.6% | 6,029 | $1.5M |
| Worth Asset Management, LLC | 0.48% | New | 5,996 | $1.5M |
| Harbor Investment Advisory, LLC | 0.10% | Reduce -0.1% | 5,898 | $1.5M |
| Wealthstar Advisors, LLC | 0.74% | Reduce -5.8% | 5,879 | $1.5M |
| Montz Harcus Wealth Management LLC | 0.52% | Reduce -35.5% | 5,811 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.08% | No change | 5,789 | $1.5M |
| Park National Corp. | 0.04% | Reduce -0.5% | 5,773 | $1.5M |
| Petix & Botte Co | 0.29% | Add +100.0% | 5,758 | $1.5M |
| Invictus Private Wealth, LLC | 0.08% | No change | 5,749 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Reduce -0.6% | 5,750 | $1.4M |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.8% | 5,731 | $1.4M |
| Chapin Davis, Inc. | 0.25% | Reduce -0.3% | 5,700 | $1.4M |
| World Investment Advisors | 0.02% | Reduce -38.3% | 7,825 | $1.4M |
| Greenleaf Trust | 0.01% | Reduce -1.0% | 5,657 | $1.4M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 5,620 | $1.4M |
| Tradition Wealth Management, LLC | 0.09% | No change | 5,596 | $1.4M |
| Beacon Bridge Wealth Partners, LLC | 0.40% | Reduce -39.9% | 5,595 | $1.4M |
| Westwood Wealth Management | 0.41% | Reduce -3.8% | 5,590 | $1.4M |
| Moulton Wealth Management, Inc. | 0.93% | Reduce -0.2% | 5,644 | $1.4M |
| Hudson Portfolio Management LLC | 1.06% | Reduce -8.6% | 5,575 | $1.4M |
| Shared Vision Wealth Group LLC | 0.48% | Reduce -4.5% | 5,574 | $1.4M |
| HighPoint Advisor Group LLC | 0.05% | Add +15.2% | 5,563 | $1.4M |
| Balboa Wealth Partners | 0.19% | Add +326.0% | 5,508 | $1.4M |
| MKT Advisors LLC | 0.43% | Reduce -6.7% | 5,707 | $1.4M |
| Savvy Advisors, Inc. | 0.03% | Add +93.1% | 5,426 | $1.4M |
| Sax Wealth Advisors, LLC | 0.06% | Add +0.9% | 7,525 | $1.4M |
| Fortis Group Advisors, LLC | 0.22% | Reduce -0.1% | 5,390 | $1.4M |
| Granville Capital, Inc. | 0.60% | Add +0.0% | 5,355 | $1.4M |
| Accredited Investors Inc. | 0.06% | Reduce -22.1% | 5,307 | $1.3M |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -9.0% | 5,302 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +11.3% | 5,278 | $1.3M |
| Symphony Financial Services, Inc. | 0.60% | Reduce -1.9% | 5,270 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -14.0% | 5,250 | $1.3M |
| Concord Wealth Partners | 0.15% | Reduce -0.8% | 5,210 | $1.3M |
| KM Capital Management Ltd. | 0.62% | New | 5,206 | $1.3M |
| Palumbo Wealth Management LLC | 0.27% | No change | 5,200 | $1.3M |
| Old North State Wealth Management, LLC | 0.56% | Add +10.3% | 5,177 | $1.3M |
| Signaturefd, LLC | 0.02% | Add +398.6% | 5,176 | $1.3M |
| Strategic Financial Concepts, LLC | 0.39% | Reduce -7.7% | 5,167 | $1.3M |
| Yukon Wealth Management, Inc. | 0.37% | Reduce -9.0% | 5,152 | $1.3M |
| Tactive Advisors, LLC | 0.32% | Add +1.2% | 5,133 | $1.3M |
| Montag A & Associates Inc. | 0.05% | Reduce -9.8% | 5,130 | $1.3M |
| Capital Analysts, LLC | 0.03% | Add +6.1% | 5,096 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +22.2% | 5,087 | $1.3M |
| Dakota Wealth Management | 0.02% | No change | 5,075 | $1.3M |
| Advyzon Investment Management, LLC | 0.09% | Reduce -13.3% | 5,031 | $1.3M |
| Plancorp, LLC | 0.03% | New | 5,142 | $1.3M |
| Courier Capital LLC | 0.06% | No change | 4,979 | $1.3M |
| Choate Investment Advisors | 0.02% | No change | 4,950 | $1.2M |
| UNIVEST FINANCIAL Corp | 0.06% | No change | 4,934 | $1.2M |
| Rede Wealth, LLC | 0.41% | No change | 4,868 | $1.2M |
| FAS Wealth Partners, Inc. | 0.06% | No change | 4,864 | $1.2M |
| Penobscot Wealth Management | 0.33% | Reduce -1.9% | 4,860 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +0.9% | 4,859 | $1.2M |
| Unified Investment Management | 1.14% | Reduce -9.2% | 4,855 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +7.5% | 4,829 | $1.2M |
| Sierra Summit Advisors LLC | 0.14% | Reduce -10.2% | 4,812 | $1.2M |
| Retirement Wealth Solutions LLC | 0.67% | No change | 4,808 | $1.2M |
| Lighthouse Financial LLC | 0.63% | No change | 4,795 | $1.2M |
| Cardinal Point Capital Management ULC | 0.07% | Reduce -1.5% | 4,775 | $1.2M |
| Triad Wealth Partners, LLC | 0.07% | Add +55.1% | 4,903 | $1.2M |
| Retirement Planning Group, LLC | 0.03% | Add +47.5% | 4,736 | $1.2M |
| Schnieders Capital Management, Llc. | 0.16% | Add +1.7% | 4,712 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -88.3% | 4,710 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | Reduce -31.1% | 4,684 | $1.2M |
| Lane Brothers & Co. Inc. | 0.77% | Reduce -4.3% | 4,683 | $1.2M |
| Northland Securities, Inc. | 0.68% | Reduce -13.0% | 4,658 | $1.2M |
| Smartleaf Asset Management LLC | 0.04% | No change | 4,731 | $1.2M |
| Laurel Oak Wealth Management, LLC | 0.17% | Reduce -3.4% | 4,606 | $1.2M |
| Private Client Services, LLC | 0.30% | Reduce -3.7% | 4,595 | $1.2M |
| Roman Butler Fullerton & Co. | 0.28% | Add +0.0% | 4,735 | $1.2M |
| Burns J W & Co. Inc. | 0.12% | Reduce -1.1% | 4,560 | $1.2M |
| Westmount Partners, LLC | 0.25% | No change | 4,530 | $1.1M |
| Mainstream Capital Management LLC | 0.69% | Reduce -0.5% | 4,515 | $1.1M |
| CrossGen Wealth, LLC | 0.88% | Add +1.6% | 4,488 | $1.1M |
| Tudor Investment Corporation | 0.00% | New | 4,485 | $1.1M |
| Occidental Asset Management, LLC | 0.11% | Reduce -0.5% | 4,482 | $1.1M |
| Riverview Capital Advisers, LLC | 0.32% | No change | 9,834 | $1.1M |
| N.E.W. Advisory Services LLC | 0.08% | Reduce -15.9% | 4,459 | $1.1M |
| Stanich Group LLC | 0.71% | Reduce -35.0% | 4,455 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +0.1% | 4,435 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 4,418 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.07% | Reduce -2.6% | 4,417 | $1.1M |
| Affiance Financial, LLC | 0.16% | No change | 4,400 | $1.1M |
| Integras Partners LLC | 0.61% | New | 4,396 | $1.1M |
| Presidio Capital Management, LLC | 0.27% | Reduce -5.3% | 4,343 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.4% | 4,329 | $1.1M |
| Lakeridge Wealth Management LLC | 0.40% | Reduce -72.9% | 4,323 | $1.1M |
| Cooper Financial Group | 0.09% | Add +0.0% | 4,320 | $1.1M |
| Warner Financial, Inc. | 0.32% | No change | 4,313 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Add +6.6% | 4,275 | $1.1M |
| LiftPoint Family Wealth Advisors LLC | 0.73% | Reduce -11.6% | 4,271 | $1.1M |
| Orange Investment Advisors, Inc. | 0.13% | Add +0.5% | 4,270 | $1.1M |
| Signet Private Wealth LLC | 0.85% | No change | 4,227 | $1.1M |
| Harvest Investment Services, LLC | 0.16% | Add +41.2% | 4,218 | $1.1M |
| Asset Dedication, LLC | 0.07% | No change | 4,187 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +36.1% | 4,174 | $1.1M |
| Root Financial Partners, LLC | 0.04% | Add +0.2% | 4,170 | $1.1M |
| Spinnaker Trust | 0.05% | Reduce -3.2% | 4,148 | $1.0M |
| Nicolet Bankshares Inc. | 0.03% | Add +44.0% | 4,227 | $1.0M |
| Advance Capital Management, Inc. | 0.03% | No change | 4,137 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -38.7% | 4,135 | $1.0M |
| Bison Wealth, LLC | 0.10% | Add +0.6% | 4,185 | $1.0M |
| Rik Saylor Financial, Inc. | 0.68% | Reduce -1.0% | 4,079 | $1.0M |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.9% | 4,012 | $1.0M |
| Westover Capital Advisors, LLC | 0.17% | No change | 4,000 | $1.0M |
| Invesco Ltd. | 0.00% | Reduce -44.2% | 3,998 | $1.0M |
| Argyle Capital Partners, LLC | 0.63% | Add +8.3% | 3,963 | $1000K |
| Latitude Advisors, LLC | 0.40% | Reduce -4.3% | 3,963 | $1000K |
| Mission Wealth Management, LP | 0.01% | Reduce -14.0% | 3,939 | $994K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +5.0% | 3,922 | $989K |
| Schuylkill Financial LLC | 0.91% | — | 3,921 | $989K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.2% | 3,865 | $975K |
| Family Manage LLC | 0.10% | No change | 3,860 | $974K |
| Dodds Wealth, LLC | 0.22% | Reduce -2.2% | 3,851 | $971K |
| Accel Wealth Management | 0.22% | Reduce -37.1% | 3,840 | $969K |
| TrueWealth Advisors, LLC | 0.22% | Add +6.4% | 3,825 | $965K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +9.1% | 3,756 | $947K |
| JB Capital LLC | 0.03% | Add +5.2% | 3,752 | $946K |
| Prudent Investors Network, Inc. | 0.18% | No change | 3,715 | $937K |
| JFS Wealth Advisors, LLC | 0.05% | No change | 3,710 | $936K |
| Davis Wealth Advisors, LLC | 0.72% | Reduce -53.7% | 3,703 | $934K |
| Hilltop Partners LLC | 0.23% | No change | 3,694 | $932K |
| Amicus Financial Advisors, LLC | 0.23% | No change | 3,674 | $927K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -32.3% | 3,619 | $913K |
| Evolve Private Wealth, LLC | 0.06% | Reduce -72.4% | 3,619 | $913K |
| United Capital Management of KS, Inc. | 0.12% | Reduce -2.6% | 3,574 | $901K |
| BLVD Private Wealth, LLC | 0.67% | Reduce -0.4% | 3,551 | $896K |
| Wetzel Investment Advisors, Inc. | 0.31% | Reduce -9.5% | 3,534 | $891K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +3.9% | 3,512 | $886K |
| Lantz Financial LLC | 0.16% | Reduce -3.4% | 3,496 | $882K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.9% | 3,483 | $879K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -21.0% | 3,461 | $873K |
| Astoria Portfolio Advisors LLC. | 0.15% | New | 3,455 | $871K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.5% | 3,438 | $867K |
| ASL Financial, LLC | 0.61% | No change | 3,431 | $865K |
| Oxinas Partners, LLC | 0.34% | Add +0.0% | 3,430 | $865K |
| Urban Wealth Management, LLC | 0.75% | Reduce -3.0% | 3,405 | $859K |
| Correct Capital Wealth Management | 0.15% | No change | 3,400 | $858K |
| Avalon Trust Co | 0.05% | No change | 3,396 | $857K |
| Bedminster, LLC | 0.73% | Reduce -14.3% | 3,390 | $855K |
| World Equity Group, Inc. | 0.19% | Add +3.6% | 3,386 | $854K |
| Intrua Financial, LLC | 0.08% | Add +0.3% | 3,375 | $851K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.0% | 3,369 | $850K |
| Nikulski Financial, Inc. | 0.18% | Reduce -50.1% | 3,360 | $847K |
| XML Financial, LLC | 0.06% | No change | 3,352 | $845K |
| Hoxton Planning & Management, LLC | 0.22% | Reduce -4.9% | 3,350 | $845K |
| Essex Bank | 0.18% | No change | 3,345 | $844K |
| Moment Partners, LLC | 0.15% | No change | 3,339 | $842K |
| Visionary Horizons, LLC | 0.35% | Add +16.6% | 3,335 | $841K |
| Mosley Wealth Management | 0.26% | Reduce -81.0% | 3,300 | $832K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 3,296 | $831K |
| Cornerstone Wealth, LLC | 0.42% | Add +29.7% | 3,346 | $831K |
| Interchange Capital Partners, LLC | 0.16% | Reduce -66.6% | 3,284 | $828K |
| Old National Bancorp | 0.02% | No change | 3,248 | $819K |
| Diversified Trust Co. | 0.01% | Add +2.1% | 3,225 | $813K |
| Aspen Investment Management Inc | 0.22% | No change | 3,215 | $811K |
| Main Street Group, LTD | 0.20% | Add +10.8% | 3,213 | $810K |
| Sensible Money, LLC | 0.21% | No change | 3,200 | $807K |
| Columbia Bank | 0.18% | No change | 3,200 | $807K |
| Hilltop Holdings Inc. | 0.06% | Add +17.5% | 3,160 | $797K |
| Ancora Advisors LLC | 0.02% | Reduce -7.3% | 3,149 | $794K |
| TBH Global Asset Management, LLC | 0.14% | No change | 3,128 | $789K |
| Next Level Private LLC | 0.15% | Reduce -9.6% | 3,111 | $785K |
| Naples Global Advisors, LLC | 0.05% | Reduce -3.1% | 3,099 | $782K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -2.2% | 3,099 | $782K |
| Howard Capital Management, LLC | 0.01% | New | 3,087 | $779K |
| Fiduciary Group, LLC | 0.06% | No change | 3,044 | $768K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,037 | $766K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -84.0% | 3,032 | $765K |
| Tobias Financial Advisors, Inc. | 0.10% | Reduce -0.2% | 3,025 | $763K |
| Canal Capital Management, LLC | 0.09% | Add +0.0% | 2,985 | $753K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -5.2% | 2,983 | $753K |
| Manchester Capital Management LLC | 0.10% | No change | 2,968 | $749K |
| Maridea Wealth Management LLC | 0.08% | New | 2,921 | $737K |
| Spectrum Planning & Advisory Services Inc. | 0.33% | Reduce -11.2% | 2,912 | $735K |
| Chesapeake Wealth Management | 0.20% | Reduce -14.3% | 2,892 | $729K |
| Paces Ferry Wealth Advisors, LLC | 0.27% | No change | 2,892 | $729K |
| Carderock Capital Management Inc. | 0.16% | No change | 2,875 | $725K |
| Schorn Wealth LLC | 0.19% | Reduce -22.2% | 2,866 | $723K |
| PUREfi Wealth, LLC | 0.40% | Reduce -13.4% | 2,865 | $723K |
| Michels Family Financial, LLC | 0.46% | Reduce -3.3% | 2,862 | $722K |
| Madrid Wealth Management, LLC | 0.47% | Reduce -0.4% | 2,855 | $720K |
| Flputnam Investment Management Co. | 0.01% | Add +14.0% | 2,998 | $719K |
| Godfrey Financial Associates, Inc. | 0.55% | Add +1.6% | 2,850 | $719K |
| Kesler, Norman & Wride, LLC | 0.11% | Reduce -7.0% | 2,836 | $715K |
| REDW Wealth LLC | 0.25% | No change | 2,816 | $710K |
| Cambria Investment Management, L.P. | 0.04% | New | 2,807 | $708K |
| Bensler, LLC | 0.06% | No change | 2,771 | $699K |
| Asset Management Group, Inc. | 0.10% | No change | 2,770 | $699K |
| Crestwood Advisors Group, LLC | 0.01% | Add +5.3% | 2,769 | $698K |
| Trek Financial, LLC | 0.03% | Reduce -3.5% | 2,739 | $691K |
| Empower Advisory Group, LLC | 0.00% | Reduce -37.3% | 2,724 | $687K |
| WESPAC Advisors SoCal, LLC | 0.12% | No change | 2,710 | $684K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | No change | 2,700 | $681K |
| HUB Investment Partners, LLC | 0.01% | New | 2,679 | $676K |
| Jackson Wealth Management, LLC | 0.40% | Reduce -95.1% | 2,666 | $672K |
| Samalin Investment Counsel, LLC | 0.22% | Reduce -9.6% | 2,656 | $670K |
| Kanawha Capital Management LLC | 0.04% | Reduce -1.9% | 2,651 | $669K |
| Vontobel Holding Ltd. | 0.00% | Add +113.1% | 2,645 | $667K |
| CVA Family Office, LLC | 0.06% | No change | 2,635 | $665K |
| HT Partners LLC | 0.18% | No change | 2,612 | $659K |
| OMNI 360 Wealth, Inc. | 0.30% | Add +1.1% | 2,610 | $658K |
| Golden State Wealth Management, LLC | 0.06% | Add +8.6% | 2,607 | $658K |
| Legacy Financial Advisors, Inc. | 0.08% | Reduce -4.8% | 2,607 | $658K |
| Smith, Moore & Co. | 0.04% | No change | 2,600 | $656K |
| Ameriflex Group, Inc. | 0.27% | Reduce -0.3% | 2,588 | $653K |
| Prairie Advisory, LLC | 0.16% | — | 2,585 | $652K |
| Asset Advisory Group, Inc. | 0.28% | Reduce -4.0% | 2,580 | $651K |
| Founders Financial Alliance, LLC | 0.09% | Add +78.0% | 2,575 | $650K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -0.2% | 2,570 | $648K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -1.4% | 2,569 | $648K |
| Buck Wealth Strategies, LLC | 0.07% | Reduce -46.9% | 2,557 | $645K |
| Titleist Asset Management, LLC | 0.04% | Add +38.4% | 2,556 | $645K |
| Scarborough Advisors, LLC | 0.07% | Reduce -0.1% | 2,610 | $640K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +9.1% | 2,532 | $638K |
| Blue Fin Capital, Inc. | 0.09% | No change | 2,524 | $637K |
| Strategy Asset Managers LLC | 0.10% | Reduce -8.1% | 2,522 | $636K |
| McDonald Partners LLC | 0.15% | Add +38.1% | 2,512 | $634K |
| IFG Advisors, LLC | 0.09% | Add +0.1% | 2,510 | $633K |
| Beaird Harris Wealth Management, LLC | 0.04% | No change | 2,505 | $632K |
| Fisher Asset Management | 0.00% | Reduce -26.2% | 2,501 | $631K |
| Advisors Capital Management, LLC | 0.01% | Add +0.0% | 2,489 | $628K |
| Antonelli Financial Advisors, LLC | 0.43% | Reduce -1.7% | 2,461 | $621K |
| XY Planning Network, Inc. | 0.08% | Add +70.2% | 2,446 | $617K |
| Brighton Jones LLC | 0.01% | Reduce -17.6% | 2,435 | $614K |
| Parkside Financial Bank & Trust | 0.04% | No change | 2,426 | $612K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 2,407 | $607K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -1.5% | 2,423 | $606K |
| Ranch Capital Advisors Inc. | 0.19% | No change | 2,400 | $605K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,400 | $605K |
| Fulcrum Equity Management | 0.49% | Add +23.7% | 2,400 | $605K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -20.0% | 2,393 | $603K |
| Powell Investment Advisors, LLC | 0.19% | No change | 2,386 | $602K |
| Center for Financial Planning, Inc. | 0.06% | No change | 2,384 | $601K |
| Inspire Advisors, LLC | 0.04% | Reduce -0.6% | 2,385 | $601K |
| SCS Capital Management LLC | 0.01% | No change | 2,370 | $598K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -14.4% | 2,368 | $597K |
| Peddock Capital Advisors, LLC | 0.12% | No change | 2,368 | $597K |
| PFG Advisors | 0.03% | Reduce -35.1% | 2,361 | $596K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -0.4% | 2,360 | $595K |
| Bailard, Inc. | 0.01% | Add +1.8% | 2,347 | $592K |
| Tilson Financial Group, Inc. | 0.16% | No change | 2,338 | $590K |
| Westfuller Advisors, LLC | 0.21% | No change | 2,330 | $588K |
| Altfest L J & Co. Inc. | 0.06% | No change | 2,330 | $588K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -1.5% | 2,313 | $584K |
| Warm Springs Advisors Inc. | 0.40% | No change | 2,312 | $583K |
| Stonebrook Private Inc. | 0.11% | Reduce -3.0% | 2,307 | $582K |
| Ignite Planners, LLC | 0.08% | Add +4.5% | 2,302 | $581K |
| Wealthgarden F.S. LLC | 0.33% | Reduce -0.6% | 2,298 | $580K |
| Independence Bank of Kentucky | 0.07% | No change | 2,296 | $579K |
| BIP Wealth, LLC | 0.02% | No change | 2,293 | $578K |
| Garrison Point Advisors, LLC | 0.23% | No change | 2,290 | $578K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 2,272 | $573K |
| StoneX Group Inc. | 0.02% | Add +9.7% | 2,256 | $569K |
| Washington Trust Bank | 0.04% | Reduce -8.4% | 2,255 | $569K |
| Weaver Consulting Group | 0.12% | No change | 2,254 | $568K |
| Elevation Wealth Management LLC | 0.42% | Reduce -0.6% | 2,246 | $567K |
| New Insight Wealth Advisors | 0.17% | No change | 2,237 | $564K |
| D. E. Shaw & Co. | 0.00% | New | 2,232 | $563K |
| One Charles Private Wealth Services, LLC | 0.13% | Add +18.1% | 2,224 | $561K |
| WealthShield Partners, LLC | 0.09% | Reduce -3.6% | 2,212 | $558K |
| Facet Wealth, Inc. | 0.01% | Reduce -8.2% | 2,208 | $557K |
| JT Stratford LLC | 0.06% | Add +5.9% | 2,200 | $555K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 2,200 | $555K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.5% | 2,323 | $554K |
| Livet Wealth, LLC | 0.32% | Reduce -2.7% | 2,193 | $553K |
| Evolution Wealth Management Inc. | 0.32% | Reduce -0.6% | 2,190 | $552K |
| AlTi Global, Inc. | 0.01% | No change | 2,166 | $546K |
| Harbour Trust & Investment Management Co | 0.05% | No change | 2,157 | $544K |
| Strathmore Capital Advisors, Inc. | 0.15% | Reduce -16.5% | 2,222 | $543K |
| Vision Retirement, LLC | 0.13% | Reduce -1.0% | 2,142 | $540K |
| Accelerate Investment Advisors LLC | 0.31% | No change | 2,140 | $540K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | No change | 2,140 | $540K |
| Garde Capital, Inc. | 0.02% | No change | 2,138 | $539K |
| Sound Income Strategies, LLC | 0.02% | Add +25.4% | 2,136 | $539K |
| Eagle Wealth Advisors LLC | 0.41% | No change | 2,136 | $539K |
| Sutton Place Investors LLC | 0.26% | Reduce -0.3% | 2,116 | $534K |
| Steinberganna Wealth Management | 0.22% | Add +0.1% | 2,109 | $532K |
| Silicon Valley Capital Partners | 0.04% | Reduce -4.5% | 2,107 | $532K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.11% | No change | 2,107 | $531K |
| OFS Enterprise LLC | 0.14% | Add +7.9% | 2,100 | $530K |
| Madson Wealth Advisors Inc | 0.36% | Reduce -5.4% | 2,098 | $529K |
| D L Carlson Investment Group Inc. | 0.08% | Reduce -1.3% | 2,088 | $527K |
| Marex Group Ltd | 0.00% | Reduce -56.7% | 2,088 | $527K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -3.1% | 2,057 | $519K |
| Center for Wealth Management Advisory | 0.32% | No change | 2,052 | $518K |
| First City Capital Management, Inc. | 0.25% | No change | 2,050 | $517K |
| Jacobi Capital Management LLC | 0.03% | No change | 2,044 | $516K |
| Cassilly Financial Group LLC | 0.37% | Reduce -2.7% | 2,037 | $514K |
| Transcendent Capital Group LLC | 0.20% | Add +8.0% | 2,035 | $513K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +5.8% | 2,029 | $512K |
| Rialto Wealth Management, LLC | 0.10% | No change | 2,000 | $504K |
| Cambridge Advisors Inc. | 0.09% | No change | 2,000 | $504K |
| MV Capital Management, Inc. | 0.04% | No change | 2,000 | $504K |
| Associated Banc-Corp | 0.01% | No change | 1,998 | $504K |
| Argentarii, LLC | 0.15% | No change | 2,000 | $502K |
| Ceera Investments, LLC | 0.21% | Reduce -9.6% | 1,970 | $497K |
| Frankly Finances, LLC | 0.39% | No change | 1,960 | $494K |
| Resolute Wealth Strategies, LLC | 0.19% | No change | 1,952 | $492K |
| Financial Solutions Advisory Group, Inc. | 0.06% | No change | 1,970 | $491K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | No change | 1,946 | $491K |
| Sierra Ocean, LLC | 0.34% | Reduce -0.7% | 1,946 | $491K |
| Center For Asset Management LLC | 0.22% | Add +11.2% | 1,942 | $490K |
| Tiller Private Wealth, Inc. | 0.15% | Reduce -1.5% | 1,931 | $487K |
| Baldwin Investment Management, LLC | 0.05% | No change | 1,930 | $487K |
| Peoples Bank | 0.25% | No change | 1,926 | $486K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,924 | $485K |
| Colonial Trust Co / SC | 0.06% | No change | 1,920 | $484K |
| Keystone Financial Services | 0.12% | Reduce -1.3% | 1,920 | $484K |
| Flagship Private Wealth, LLC | 0.17% | New | 1,918 | $484K |
| DF Dent & Co. Inc. | 0.01% | No change | 1,910 | $482K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -12.2% | 1,909 | $482K |
| Doliver Advisors, LP | 0.11% | No change | 1,909 | $482K |
| Marino, Stram & Associates LLC | 0.08% | No change | 1,907 | $481K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -10.8% | 1,901 | $480K |
| Confluence Wealth Services, Inc. | 0.01% | Add +0.5% | 1,901 | $479K |
| V2 Financial group LLC | 0.18% | No change | 1,900 | $479K |
| FPC Investment Advisory, Inc. | 0.23% | Reduce -27.2% | 2,003 | $479K |
| Daviman Financial, LLC | 0.26% | Add +23.1% | 1,899 | $479K |
| GAMMA Investing LLC | 0.02% | Reduce -6.5% | 1,896 | $478K |
| Nilsine Partners, LLC | 0.03% | No change | 1,895 | $478K |
| Novak & Powell Financial Services, Inc. | 0.23% | No change | 1,894 | $478K |
| Resolute Capital, LLC | 0.16% | Reduce -0.4% | 1,885 | $475K |
| SOA Wealth Advisors, LLC. | 0.08% | Add +0.1% | 1,876 | $473K |
| Key Financial Inc | 0.08% | Reduce -1.1% | 1,875 | $473K |
| Centurion Wealth Management LLC | 0.11% | Reduce -1.5% | 1,874 | $473K |
| Yardley Wealth Management LLC | 0.21% | Reduce -20.2% | 1,872 | $472K |
| GWN Securities Inc. | 0.08% | Add +0.4% | 1,872 | $472K |
| TD Private Client Wealth LLC | 0.01% | Add +65.5% | 1,869 | $471K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -1.0% | 1,867 | $471K |
| Perryman Financial Advisory Inc. | 0.06% | Reduce -1.3% | 1,865 | $470K |
| Hopwood Financial Services, Inc. | 0.27% | No change | 1,860 | $469K |
| Roble, Belko & Company, Inc | 0.05% | No change | 1,835 | $463K |
| Human Investing LLC | 0.06% | No change | 1,834 | $463K |
| Townsquare Capital LLC | 0.08% | No change | 1,821 | $459K |
| EFG International AG | 0.01% | Add +102.2% | 1,820 | $459K |
| Bessemer Group Inc. | 0.00% | Reduce -0.3% | 1,818 | $459K |
| Peak Planning Group, LLC | 0.10% | No change | 1,814 | $458K |
| 3Chopt Investment Partners, LLC | 0.09% | No change | 1,810 | $457K |
| Brookwood Investment Group LLC | 0.05% | Reduce -16.1% | 1,807 | $456K |
| Composition Wealth, LLC | 0.01% | Reduce -1.3% | 1,802 | $455K |
| Widmann Financial Services, Inc. | 0.24% | No change | 1,800 | $454K |
| ELCO Management Co., LLC | 0.20% | No change | 1,800 | $454K |
| Huntington National Bank | 0.00% | No change | 1,800 | $454K |
| Granite Bay Wealth Management, LLC | 0.04% | No change | 1,800 | $454K |
| Bravera Wealth | 0.17% | No change | 1,796 | $453K |
| Bluespring Wealth Management, LLC | 0.01% | New | 1,792 | $452K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,787 | $451K |
| Planning Directions Inc. | 0.21% | Reduce -2.4% | 1,786 | $450K |
| Pennington Partners & Co., LLC | 0.14% | No change | 1,782 | $449K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -1.7% | 1,776 | $448K |
| Betterment LLC | 0.00% | Add +0.2% | 1,776 | $448K |
| Berman McAleer LLC | 0.05% | No change | 1,775 | $448K |
| Gryphon Financial Partners LLC | 0.04% | No change | 1,770 | $447K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -1.1% | 1,765 | $445K |
| Gradient Capital Advisors, LLC | 0.10% | No change | 1,760 | $444K |
| Greenwood Gearhart LLC | 0.02% | New | 1,744 | $440K |
| Storen Legacy Partners, LLC | 0.12% | Reduce -4.3% | 1,729 | $436K |
| Sterling Investment Advisors LLC | 0.20% | Reduce -9.1% | 1,726 | $435K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 1,722 | $434K |
| Integrated Capital Management, LLC | 0.16% | Reduce -22.1% | 1,722 | $434K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.2% | 1,726 | $434K |
| Atlas Brown,Inc. | 0.12% | Reduce -2.0% | 1,716 | $433K |
| Polaris Investment Advisors, LLC | 0.28% | Reduce -5.4% | 1,704 | $430K |
| Marco Investment Management LLC | 0.03% | No change | 1,700 | $429K |
| Zenith Solutions, Inc. | 0.39% | — | 1,690 | $426K |
| Madden Advisory Services, Inc. | 0.15% | No change | 1,683 | $425K |
| Tranquility Partners, LLC | 0.15% | Reduce -1.1% | 1,680 | $424K |
| Mma Asset Management LLC | 0.13% | No change | 1,680 | $424K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -0.6% | 1,680 | $424K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +10.6% | 1,673 | $422K |
| Independent Advisor Alliance | 0.01% | Reduce -94.6% | 1,670 | $421K |
| Elevated Capital Advisors, LLC | 0.12% | Add +12.7% | 1,666 | $420K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -0.9% | 1,657 | $418K |
| Harborfront Financial Group LLC | 1.57% | — | 1,656 | $418K |
| Fiduciary Alliance LLC | 0.03% | New | 1,652 | $417K |
| HM Payson & Co. | 0.01% | No change | 1,640 | $414K |
| Vident Advisory, LLC | 0.00% | Add +5.0% | 1,631 | $411K |
| Chatterton & Associates Inc. | 0.24% | Add +9.9% | 1,649 | $411K |
| Shelter Rock Management, LLC | 0.40% | Add +0.5% | 1,627 | $410K |
| LexAurum Advisors, LLC | 0.05% | Reduce -33.6% | 1,623 | $409K |
| Flower City Capital | 0.18% | No change | 1,620 | $409K |
| Provident Wealth Management, LLC | 0.10% | No change | 1,616 | $408K |
| Sequent Planning LLC | 0.09% | Reduce -3.9% | 1,609 | $406K |
| Adirondack Capital Advisors, LLC | 0.22% | Add +24.9% | 1,604 | $405K |
| Synergy Asset Management, LLC | 0.04% | Reduce -35.8% | 1,604 | $405K |
| LVW Advisors, LLC | 0.03% | Reduce -42.2% | 1,597 | $403K |
| Advisors Management Group Inc. | 0.07% | No change | 1,591 | $401K |
| Financial Gravity Companies, Inc. | 0.06% | — | 1,564 | $394K |
| Balyasny Asset Management L.P. | 0.00% | New | 1,560 | $393K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -1.9% | 1,550 | $391K |
| Xcelsior Advisor Partners LLC | 0.05% | Add +22.8% | 1,549 | $391K |
| Valtinson Bruner Financial Planning LLC | 0.10% | No change | 1,545 | $390K |
| Abundance Wealth Counselors | 0.03% | New | 1,545 | $390K |
| Dover Advisors, LLC | 0.16% | No change | 1,950 | $389K |
| Midwest Heritage Bank, FSB | 0.11% | No change | 1,543 | $389K |
| Corrado Advisors, LLC | 0.18% | No change | 1,538 | $388K |
| First American Trust, FSB | 0.02% | Reduce -20.9% | 1,538 | $388K |
| 71 West Capital Partners | 0.01% | No change | 1,538 | $388K |
| Curtis Wealth Management LLC | 0.33% | Add +6.4% | 1,537 | $388K |
| Belpointe Asset Management LLC | 0.01% | New | 1,535 | $387K |
| Everpar Advisors LLC | 0.11% | Add +5.5% | 1,534 | $387K |
| Campion Asset Management | 0.24% | No change | 1,530 | $386K |
| Objective Capital Management, LLC | 0.34% | Reduce -0.3% | 1,528 | $385K |
| Bonfire Financial | 0.24% | No change | 1,511 | $381K |
| Uptick Partners, LLC | 0.06% | Reduce -6.9% | 1,502 | $379K |
| Fiscal Wisdom Wealth Management, LLC | 0.32% | New | 1,500 | $378K |
| Caliber Wealth Management, LLC / KS | 0.04% | Reduce -25.2% | 1,498 | $378K |
| A4 Wealth Advisors LLC | 0.25% | Reduce -3.2% | 1,497 | $378K |
| 5T Wealth, LLC | 0.14% | No change | 1,496 | $377K |
| Summit Wealth Group, LLC | 0.08% | Reduce -0.4% | 1,495 | $377K |
| Rose Capital Advisors LLC | 0.20% | — | 1,480 | $373K |
| Firestone Capital Management | 0.07% | No change | 1,480 | $373K |
| Anchor Investment Management, LLC | 0.03% | Reduce -20.0% | 1,479 | $373K |
| Klingman & Associates, LLC | 0.02% | Reduce -7.8% | 1,476 | $372K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 1,475 | $372K |
| Claro Advisors Inc. | 0.04% | Reduce -2.7% | 1,471 | $371K |
| Resources Management Corp. /CT/ | 0.05% | No change | 1,470 | $371K |
| Rothschild Wealth LLC | 0.03% | Reduce -1.0% | 1,470 | $371K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -57.5% | 1,456 | $367K |
| Adkins Seale Capital Management LLC | 0.33% | No change | 1,455 | $367K |
| DecisionMap Wealth Management, LLC | 0.20% | Reduce -0.2% | 1,452 | $366K |
| BlackDiamond Wealth Management, LLC | 0.15% | Reduce -2.9% | 1,445 | $365K |
| Apeiron RIA LLC | 0.09% | Reduce -81.2% | 1,441 | $363K |
| Balentine LLC | 0.01% | No change | 1,437 | $362K |
| Werba Rubin Papier Wealth Management | 0.04% | No change | 1,433 | $361K |
| White Pine Capital LLC | 0.09% | No change | 1,432 | $361K |
| Third View Private Wealth, LLC | 0.04% | No change | 1,426 | $360K |
| IVC Wealth Advisors LLC | 0.14% | No change | 1,420 | $358K |
| Lifestyle Asset Management, Inc. | 0.10% | New | 1,420 | $358K |
| Financial Advisors Network, Inc. | 0.04% | Add +28.3% | 1,420 | $358K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 1,418 | $358K |
| Bell Bank | 0.01% | Add +2.0% | 1,418 | $358K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,412 | $356K |
| Insight 2811, Inc. | 0.14% | No change | 1,410 | $356K |
| Peak Financial Management, Inc. | 0.08% | No change | 1,406 | $355K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,390 | $351K |
| Ironwood Investment Counsel, LLC | 0.05% | Reduce -1.0% | 1,388 | $350K |
| Soundwatch Capital LLC | 0.04% | No change | 1,378 | $348K |
| Beverly Hills Private Wealth, LLC | 0.07% | No change | 1,378 | $348K |
| Lynx Investment Advisory | 0.11% | New | 1,368 | $345K |
| Verum Partners LLC | 0.05% | Reduce -9.7% | 1,352 | $341K |
| Tarbox Family Office, Inc. | 0.05% | No change | 1,348 | $340K |
| Wealth Quarterback LLC | 0.10% | Reduce -27.6% | 1,344 | $339K |
| Snowwater Investment Partners, LLC | 0.23% | No change | 1,343 | $339K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | Reduce -20.7% | 1,340 | $338K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,337 | $337K |
| Endeavor Private Wealth, Inc. | 0.08% | Reduce -3.3% | 1,333 | $336K |
| WealthTrust Asset Management, LLC | 0.18% | Reduce -0.9% | 1,319 | $333K |
| Forum Financial Management, LP | 0.00% | Reduce -15.3% | 1,318 | $332K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -1.0% | 1,316 | $332K |
| Theory Financial LLC | 0.10% | Reduce -0.9% | 1,316 | $332K |
| DDD Partners, LLC | 0.02% | New | 1,316 | $332K |
| Guidance Capital, Inc. | 0.07% | No change | 1,367 | $332K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -29.5% | 1,314 | $331K |
| Allegheny Financial Group | 0.04% | Add +0.1% | 1,311 | $331K |
| Seneca House Advisors | 0.12% | No change | 1,308 | $330K |
| Stevens Capital Partners | 0.06% | New | 1,284 | $324K |
| Mascagni Wealth Management, Inc. | 0.20% | Reduce -0.2% | 1,284 | $324K |
| Redstone Wealth Management, LLC | 0.21% | Reduce -79.5% | 1,283 | $324K |
| First Financial Bankshares Inc | 0.01% | No change | 1,278 | $322K |
| E6 Portfolios, LLC | 0.26% | New | 1,275 | $322K |
| RCS Financial Planning, LLC | 0.15% | Reduce -33.4% | 1,274 | $321K |
| Waldron Private Wealth LLC | 0.01% | No change | 1,272 | $321K |
| One Capital Management, LLC | 0.01% | No change | 1,765 | $320K |
| Cahaba Wealth Management, Inc. | 0.02% | No change | 1,263 | $319K |
| Sfmg, LLC | 0.02% | No change | 1,261 | $318K |
| Portus Wealth Advisors, LLC | 0.26% | No change | 1,260 | $318K |
| Resolute Wealth Advisor, Inc. | 0.18% | No change | 1,748 | $317K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -9.0% | 1,257 | $317K |
| Everhart Financial Group, Inc. | 0.02% | Add +2.9% | 1,249 | $315K |
| Kelly Financial Group LLC | 0.07% | Reduce -0.2% | 1,249 | $315K |
| Griffin Asset Management, Inc. | 0.03% | No change | 1,245 | $314K |
| Fca Corp. | 0.08% | New | 1,238 | $312K |
| Patten Group, Inc. | 0.05% | No change | 1,238 | $312K |
| Panoramic Investment Advisors, LLC | 0.15% | Reduce -77.6% | 1,236 | $312K |
| Potentia Wealth | 0.13% | No change | 1,232 | $311K |
| Alliancebernstein L.P. | 0.00% | Reduce -16.6% | 1,713 | $311K |
| DDFG, Inc | 0.06% | Reduce -7.8% | 1,222 | $308K |
| River Wealth Advisors LLC | 0.03% | No change | 1,217 | $307K |
| JGP Wealth Management, LLC | 0.03% | Add +1.3% | 1,215 | $307K |
| CENTRAL TRUST Co | 0.01% | Reduce -2.4% | 1,207 | $304K |
| Parkshore Wealth Management, Inc. | 0.09% | No change | 1,204 | $304K |
| DSG Capital Advisors, LLC | 0.04% | No change | 1,220 | $303K |
| Wincap Financial LLC | 0.16% | New | 1,200 | $303K |
| Wealth Effects LLC | 0.08% | No change | 1,200 | $303K |
| Paragon Capital Management Ltd | 0.06% | No change | 1,200 | $303K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 1,200 | $303K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 1,200 | $303K |
| Larson Financial Group LLC | 0.01% | Reduce -24.5% | 1,199 | $302K |
| Omega Financial Group, LLC | 0.09% | No change | 1,198 | $302K |
| Whittier Trust Co. | 0.00% | New | 1,206 | $298K |
| KPP Advisory Services LLC | 0.04% | Reduce -81.8% | 1,182 | $298K |
| Heritage Oak Wealth Advisors LLC | 0.09% | New | 1,180 | $298K |
| Evanson Financial, LLC | 0.01% | — | 1,180 | $298K |
| BNC Wealth Management, LLC | 0.07% | No change | 1,173 | $296K |
| MSH Capital Advisors LLC | 0.05% | Reduce -16.7% | 1,168 | $295K |
| St. Louis Trust Co | 0.03% | No change | 1,290 | $295K |
| Legacy Financial Group LLC | 0.03% | Reduce -12.3% | 1,168 | $295K |
| Guidance Point Advisors, LLC | 0.06% | No change | 1,166 | $294K |
| KTF Investments, LLC | 0.03% | Reduce -4.3% | 1,160 | $293K |
| Capstone Financial Advisors, Inc. | 0.01% | No change | 1,159 | $292K |
| Cedar Wealth Management, LLC | 0.07% | New | 1,155 | $291K |
| Legacy Wealth Partners, LLC | 0.07% | No change | 1,151 | $290K |
| Flagship Wealth Advisors, LLC | 0.06% | New | 1,150 | $290K |
| Pitcairn Wealth Advisors LLC | 0.03% | Reduce -41.4% | 1,150 | $290K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 1,145 | $289K |
| KLCM Advisors, Inc. | 0.02% | No change | 1,145 | $289K |
| One Day In July LLC | 0.02% | No change | 1,144 | $289K |
| Advisor OS, LLC | 0.02% | No change | 1,139 | $287K |
| Frederick Financial Consultants, LLC | 0.12% | Reduce -0.3% | 1,136 | $287K |
| Quantbot Technologies LP | 0.01% | Reduce -91.3% | 1,134 | $286K |
| Financial Management Professionals, Inc. | 0.03% | New | 1,133 | $286K |
| Midwest Capital Advisors, LLC | 0.12% | Reduce -8.4% | 1,129 | $285K |
| Seven Mile Advisory | 0.19% | New | 1,121 | $283K |
| Clarus Group, Inc. | 0.10% | No change | 1,120 | $282K |
| Oak Asset Management, LLC | 0.09% | New | 1,120 | $282K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -14.0% | 1,119 | $282K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 1,118 | $282K |
| Broussard Financial Group LLC | 0.23% | No change | 1,117 | $282K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | Reduce -14.2% | 1,116 | $281K |
| Focused Alpha, LLC | 0.07% | New | 1,116 | $281K |
| Rockland Trust Co. | 0.01% | Reduce -6.0% | 1,116 | $281K |
| Three Cord True Wealth Management, LLC | 0.13% | No change | 1,115 | $281K |
| Live Oak Investment Partners | 0.15% | Reduce -8.0% | 1,112 | $280K |
| First Trust Advisors LP | 0.00% | New | 1,109 | $280K |
| Cascade Investment Group, Inc. | 0.16% | New | 1,100 | $277K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 1,100 | $277K |
| Croban | 0.12% | New | 1,098 | $277K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 1,091 | $275K |
| Taylor Financial Group, Inc. | 0.15% | New | 1,088 | $274K |
| WealthCare Asset Management, LLC | 0.11% | New | 1,084 | $273K |
| GW&K Investment Management, LLC | 0.00% | Reduce -0.6% | 1,081 | $273K |
| Aspiriant, LLC | 0.01% | New | 1,081 | $273K |
| Simplicity Wealth,LLC | 0.01% | New | 1,080 | $272K |
| Altura Wealth Advisors Inc. | 0.09% | Reduce -5.4% | 1,077 | $272K |
| NTV Asset Management LLC | 0.03% | New | 1,076 | $271K |
| Waystone Advisors LLC | 0.20% | New | 1,075 | $271K |
| Wealth Management Partners, LLC | 0.06% | New | 1,072 | $270K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -15.8% | 1,066 | $269K |
| Milestone Asset Management, LLC | 0.04% | New | 1,066 | $269K |
| DV Trading LLC | 0.02% | New | 1,061 | $268K |
| Jackson Square Capital, LLC | 0.04% | New | 1,058 | $267K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 1,050 | $265K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 1,050 | $265K |
| NDWM LLC | 0.15% | New | 1,045 | $264K |
| Almanack Investment Partners, LLC. | 0.03% | New | 1,040 | $262K |
| RHS Financial, LLC | 0.11% | New | 1,039 | $262K |
| Evergreen Advisors, LLC | 0.06% | No change | 1,038 | $262K |
| Opinicus Capital, Inc. | 0.14% | New | 1,038 | $262K |
| Hobart Private Capital, LLC | 0.04% | Reduce -26.1% | 1,036 | $261K |
| Zacks Investment Management | 0.00% | Reduce -13.5% | 1,027 | $259K |
| Zullo Investment Group, Inc. | 0.09% | New | 1,017 | $257K |
| American Trust | 0.02% | New | 1,016 | $256K |
| Bank of Nova Scotia Trust Co. | 0.02% | New | 1,011 | $255K |
| First Bancorp, Inc | 0.10% | New | 1,010 | $255K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,007 | $254K |
| Angeles Wealth Management, LLC | 0.01% | Add +0.1% | 1,007 | $254K |
| Ground Swell Capital, LLC | 0.28% | New | 1,001 | $252K |
| Succession Financial, Inc. | 0.24% | — | 1,000 | $252K |
| Websterrogers Financial Advisors, LLC | 0.06% | New | 1,000 | $252K |
| WASHINGTON TRUST Co | 0.01% | New | 997 | $251K |
| Destiny Capital Corp | 0.12% | New | 984 | $248K |
| Finer Wealth Management, Inc. | 0.11% | New | 984 | $248K |
| Compass Financial Management LLC | 0.03% | — | 983 | $248K |
| InTrack Investment Management Inc | 0.12% | Reduce -55.4% | 983 | $248K |
| Aldebaran Financial Inc. | 0.20% | New | 978 | $247K |
| IAG Wealth Partners, LLC | 0.02% | No change | 978 | $247K |
| Powers Advisory Group, LLC | 0.08% | New | 975 | $246K |
| Quantum Financial Partners LLC | 0.13% | — | 970 | $245K |
| Burns Matteson Capital Management, LLC | 0.08% | New | 960 | $242K |
| Athena Investment Management | 0.14% | New | 960 | $242K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 959 | $242K |
| White Lighthouse Investment Management Inc. | 0.03% | New | 947 | $239K |
| Clearwater Capital Advisors, LLC | 0.02% | New | 945 | $238K |
| Athena Wealth Management, LLC | 0.18% | New | 942 | $238K |
| Caitlin John, LLC | 0.13% | No change | 942 | $238K |
| Pacific Sun Financial Corp | 0.10% | New | 940 | $237K |
| Hurley Capital, LLC | 0.12% | No change | 937 | $236K |
| Novus Advisors, LLC | 0.49% | New | 936 | $236K |
| DUTCH ASSET Corp | 0.12% | Reduce -16.7% | 927 | $234K |
| Verus Capital Partners, LLC | 0.01% | Reduce -66.8% | 926 | $234K |
| Drucker Wealth 3.0, LLC | 0.04% | New | 921 | $232K |
| Sound View Wealth Advisors Group, LLC | 0.01% | New | 921 | $232K |
| Tannin Capital LLC | 0.15% | New | 920 | $232K |
| Blalock Williams, LLC | 0.15% | New | 919 | $232K |
| Simon Quick Advisors, LLC | 0.01% | New | 907 | $229K |
| Novem Group | 0.02% | New | 904 | $228K |
| Advisors Preferred, LLC | 0.04% | New | 934 | $227K |
| Hexagon Capital Partners LLC | 0.03% | New | 900 | $227K |
| Cherry Tree Wealth Management, LLC | 0.04% | Add +0.1% | 889 | $224K |
| Pure Financial Advisors, LLC | 0.00% | New | 887 | $224K |
| Round Rock Advisors LLC | 0.03% | New | 883 | $223K |
| River Street Advisors LLC | 0.07% | New | 882 | $222K |
| Fonville Wealth Management LLC | 0.04% | New | 880 | $222K |
| Three Magnolias Financial Advisors, LLC | 0.12% | New | 875 | $221K |
| Chemistry Wealth Management LLC | 0.04% | New | 875 | $221K |
| Journey Advisory Group, LLC | 0.02% | New | 870 | $219K |
| FF Advisors,LLC | 0.08% | New | 867 | $219K |
| Pathway Financial Advisors LLC | 0.03% | New | 896 | $218K |
| Arlington Capital Management, Inc. | 0.14% | New | 863 | $218K |
| GGM Financial LLC | 0.08% | Reduce -4.5% | 863 | $218K |
| Capital Advantage, Inc. | 0.03% | New | 863 | $218K |
| SIMA Wealth Partners, LLC | 0.15% | No change | 850 | $214K |
| Invera Wealth Advisors, LLC | 0.12% | New | 850 | $214K |
| United Asset Strategies, Inc. | 0.02% | New | 850 | $214K |
| Banco Santander, S.A. | 0.00% | New | 848 | $214K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | New | 847 | $214K |
| Flynn Zito Capital Management, LLC | 0.06% | New | 844 | $213K |
| Selective Wealth Management, Inc. | 0.06% | New | 890 | $213K |
| First County Bank | 0.10% | New | 841 | $212K |
| Gilbert Capital Group, Inc. | 0.15% | New | 834 | $210K |
| SYM FINANCIAL Corp | 0.02% | Add +83.5% | 833 | $210K |
| Peachtree Investment Partners, LLC | 0.07% | Add +3.1% | 829 | $209K |
| Presilium Private Wealth, LLC | 0.03% | New | 828 | $209K |
| Hartford Financial Management Inc. | 0.05% | Add +50.5% | 823 | $208K |
| Nadler Financial Group, Inc. | 0.02% | New | 820 | $207K |
| Colonial Trust Advisors | 0.01% | No change | 818 | $206K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | New | 816 | $206K |
| Zevin Asset Management LLC | 0.03% | New | 816 | $206K |
| Summit Trail Advisors, LLC | 0.00% | New | 816 | $206K |
| Richardson Capital Management LLC | 0.09% | No change | 815 | $206K |
| Wealth Group Ltd | 0.04% | New | 812 | $205K |
| Cathy Pareto & Associates, Inc. | 0.12% | New | 811 | $205K |
| Private Wealth Partners, LLC | 0.01% | New | 810 | $204K |
| Magnolia Capital Advisors LLC | 0.03% | New | 802 | $202K |
| Peninsula Asset Management Inc. | 0.10% | New | 800 | $202K |
| Praetorian Wealth Management, Inc. | 0.03% | New | 800 | $202K |
| Legacy Advisors, LLC | 0.02% | New | 800 | $202K |
| Dock Street Asset Management Inc. | 0.02% | New | 800 | $202K |
| Goelzer Investment Management, Inc. | 0.01% | New | 800 | $202K |
| Simplex Trading, LLC | 0.01% | Reduce -67.2% | 800 | $202K |
| AMG National Trust Bank | 0.00% | New | 800 | $202K |
| Bank Pictet & Cie (Europe) AG | 0.00% | New | 800 | $202K |
| Capital Advisors Inc. | 0.00% | New | 800 | $202K |
| Evercore Wealth Management, LLC | 0.00% | New | 800 | $202K |
| Welch & Forbes LLC | 0.00% | New | 800 | $202K |
| New Republic Capital, LLC | 0.04% | No change | 764 | $193K |
| Physician Wealth Advisors, Inc. | 0.02% | Reduce -13.0% | 747 | $188K |
| Caldwell Trust Co | 0.01% | No change | 733 | $185K |
| Vanguard National Trust Co | 0.01% | No change | 724 | $183K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +3.9% | 748 | $182K |
| Regatta Research & Money Management | 0.17% | — | 719 | $181K |
| Zions Bancorporation, National Association | 0.01% | No change | 702 | $177K |
| Fourth Dimension Wealth, LLC | 0.06% | Reduce -36.4% | 700 | $177K |
| Picton Mahoney Asset Management | 0.00% | Reduce -22.2% | 700 | $177K |
| Tucker Asset Management LLC | 0.04% | No change | 657 | $166K |
| Synergy Investment Management, LLC | 0.04% | No change | 656 | $166K |
| American National Bank & Trust | 0.01% | No change | 655 | $165K |
| Adirondack Trust Co. | 0.05% | No change | 654 | $165K |
| CoreFirst Bank & Trust | 0.08% | Reduce -18.8% | 650 | $164K |
| Salem Investment Counselors Inc. | 0.00% | No change | 650 | $164K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 660 | $161K |
| Bollard Group LLC | 0.00% | New | 625 | $158K |
| Wells Financial Advisors INC | 1.46% | No change | 625 | $158K |
| Greykasell Wealth Strategies, Inc. | 0.06% | No change | 622 | $157K |
| Townsend Asset Management Corp. /NC/ | 0.05% | No change | 615 | $155K |
| Burkett Financial Services, LLC | 0.05% | No change | 605 | $153K |
| Align Financial, LLC | 0.08% | No change | 600 | $151K |
| MTM Investment Management, LLC | 0.04% | No change | 600 | $151K |
| Truvestments Capital LLC | 0.02% | No change | 580 | $146K |
| Davis Capital Management | 0.09% | Add +53.6% | 573 | $145K |
| Deutsche Bank AG | 0.00% | No change | 572 | $144K |
| Cheviot Value Management, LLC | 0.01% | No change | 550 | $139K |
| Elevate Wealth Advisory, Inc. | 0.08% | No change | 545 | $137K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 545 | $137K |
| Continuum Advisory, LLC | 0.01% | New | 544 | $137K |
| CKW Financial Group | 0.01% | No change | 540 | $134K |
| Johnson Financial Group, Inc. | 0.00% | No change | 531 | $134K |
| LifeSteps Financial, Inc. | 0.06% | New | 520 | $131K |
| NFSG Corp | 0.02% | Reduce -14.0% | 510 | $129K |
| Founders Capital Management | 0.05% | No change | 490 | $124K |
| Newton One Investments LLC | 0.03% | No change | 479 | $121K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +0.2% | 475 | $120K |
| Crewe Advisors LLC | 0.01% | No change | 474 | $120K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -18.8% | 474 | $120K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 465 | $117K |
| Stone House Investment Management, LLC | 0.02% | Reduce -56.8% | 462 | $116K |
| Aventura Private Wealth, LLC | 0.04% | Reduce -42.2% | 456 | $115K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 452 | $114K |
| Millstone Evans Group, LLC | 0.06% | No change | 450 | $114K |
| Fiduciary Financial Advisors | 0.01% | New | 450 | $113K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.2% | 435 | $110K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +24.3% | 409 | $103K |
| Mather Group, Llc. | 0.00% | No change | 403 | $102K |
| BankChampaign, National Association | 0.08% | No change | 400 | $101K |
| First Community Trust NA | 0.05% | No change | 400 | $101K |
| West Paces Advisors Inc. | 0.02% | No change | 400 | $101K |
| Biltmore Family Office, LLC | 0.01% | No change | 400 | $101K |
| Archer Investment Corp | 0.02% | Add +538.7% | 396 | $100K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 386 | $97K |
| Cape Investment Advisory, Inc. | 0.03% | New | 382 | $96K |
| Bokf, NA | 0.00% | Reduce -40.3% | 364 | $92K |
| Financial Network Wealth Advisors LLC | 0.09% | No change | 361 | $91K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 352 | $89K |
| Pursuit Wealth Strategies, LLC | 0.11% | No change | 349 | $88K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 344 | $87K |
| Park Place Capital Corp | 0.01% | Reduce -2.3% | 340 | $86K |
| UMB Bank, n.a. | 0.00% | No change | 340 | $86K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 335 | $84K |
| Realta Investment Advisors | 0.03% | Reduce -4.8% | 335 | $84K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -0.3% | 345 | $84K |
| MCF Advisors LLC | 0.00% | No change | 312 | $79K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | Reduce -68.2% | 308 | $78K |
| Lodestone Wealth Management LLC | 0.03% | Reduce -4.8% | 294 | $74K |
| Clark Wealth Partners | 0.04% | No change | 293 | $74K |
| Bay Harbor Wealth Management, LLC | 0.02% | No change | 291 | $73K |
| Dunhill Financial, LLC | 0.01% | Reduce -25.9% | 286 | $72K |
| Lloyd Advisory Services, LLC. | 0.03% | Add +74.4% | 279 | $70K |
| Leo H. Evart, Inc. | 0.05% | No change | 270 | $68K |
| GoalVest Advisory LLC | 0.01% | No change | 270 | $68K |
| Forum Finance Group S.A. | 0.02% | No change | 321 | $65K |
| SJS Investment Consulting Inc. | 0.01% | No change | 235 | $59K |
| SouthState Bank Corp | 0.00% | No change | 235 | $59K |
| Meramec Financial Planners, LLC | 0.02% | Add +0.4% | 244 | $57K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +10850.0% | 219 | $55K |
| Grove Bank & Trust | 0.01% | New | 218 | $55K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -41.8% | 216 | $54K |
| Centennial Bank | 0.02% | No change | 214 | $54K |
| Financial Consulate, Inc. | 0.01% | No change | 207 | $52K |
| Beacon Financial Strategies CORP | 0.03% | No change | 205 | $52K |
| Sankala Group LLC | 0.03% | Add +94.3% | 206 | $51K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 200 | $50K |
| Tidemark, LLC | 0.01% | No change | 190 | $48K |
| Hoey Investments, Inc. | 0.01% | No change | 190 | $48K |
| Downshift Financial, LLC | 0.02% | New | 186 | $47K |
| Capital Advisor Network LLC | 0.06% | Reduce -8.6% | 180 | $45K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -8.5% | 172 | $43K |
| Citizens National Bank Trust Department | 0.01% | No change | 170 | $43K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 168 | $42K |
| Sofi Wealth, LLC | 0.00% | Reduce -40.4% | 167 | $42K |
| Collier Financial | 0.03% | Reduce -6.9% | 163 | $41K |
| Tsfg, LLC | 0.01% | No change | 164 | $41K |
| Kingdom Financial Group LLC. | 0.01% | No change | 160 | $40K |
| Bangor Savings Bank | 0.00% | No change | 158 | $40K |
| Highline Wealth Partners LLC | 0.01% | New | 157 | $40K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 156 | $39K |
| Institute for Wealth Management, LLC. | 0.00% | New | 156 | $39K |
| Tompkins Financial Corp. | 0.00% | No change | 152 | $38K |
| JDM Financial Group LLC | 0.01% | No change | 151 | $38K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -62.5% | 150 | $38K |
| JPL Wealth Management, LLC | 0.01% | New | 146 | $37K |
| Triumph Capital Management | 0.01% | No change | 143 | $36K |
| Bell Investment Advisors, Inc | 0.01% | No change | 143 | $36K |
| Miller Capital Partners, Inc. | 0.01% | No change | 140 | $35K |
| Activest Wealth Management | 0.01% | Reduce -89.2% | 140 | $35K |
| Front Row Advisors LLC | 0.01% | Reduce -87.8% | 134 | $34K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 136 | $33K |
| Monetary Solutions, Ltd | 0.03% | No change | 130 | $33K |
| Hollencrest Capital Management | 0.00% | No change | 128 | $32K |
| EPG Wealth Management LLC | 0.01% | No change | 126 | $32K |
| Evolution Advisers, Inc. | 0.01% | No change | 124 | $31K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 121 | $31K |
| Go Invest LLC | 0.01% | Add +0.9% | 113 | $28K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -48.4% | 112 | $28K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 101 | $25K |
| Morse Asset Management, Inc | 0.00% | No change | 100 | $25K |
| Pacifica Partners Inc. | 0.01% | No change | 100 | $24K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 95 | $24K |
| Armor Investment Advisors, LLC | 0.01% | No change | 92 | $23K |
| PlanVest Financial, Inc | 0.01% | No change | 84 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | Add +583.3% | 82 | $21K |
| Thompson Investment Management, Inc. | 0.00% | No change | 82 | $21K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 80 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $20K |
| Darwin Wealth Management, LLC | 0.01% | No change | 76 | $19K |
| Joseph Group Capital Management | 0.00% | No change | 75 | $19K |
| Bellevue Asset Management, LLC | 0.01% | No change | 69 | $17K |
| Benson Wealth Management INC | 0.02% | No change | 69 | $17K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 68 | $17K |
| NorthAvenue LLC | 0.01% | Reduce -13.0% | 67 | $17K |
| Chesapeake Asset Management LLC | 0.01% | No change | 66 | $17K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 65 | $16K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 61 | $15K |
| West Branch Capital LLC | 0.00% | No change | 60 | $15K |
| Trust Co. of Vermont | 0.00% | — | 59 | $15K |
| Van Eck Associates Corp. | 0.00% | No change | 56 | $14K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 52 | $13K |
| Highland Investment Advisors LLC | 0.01% | — | 51 | $13K |
| Cambient Family Office, LLC | 0.00% | No change | 50 | $13K |
| City Holding Co. | 0.00% | Reduce -66.7% | 50 | $13K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -64.2% | 49 | $12K |
| Smithfield Trust Co | 0.00% | No change | 47 | $12K |
| Investors Research Corp | 0.00% | Reduce -46.5% | 46 | $12K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 45 | $11K |
| Bfsg, LLC | 0.00% | New | 45 | $11K |
| Strive Financial Group ,LLC | 0.00% | New | 40 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 40 | $10K |
| Albion Financial Group | 0.00% | No change | 39 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 38 | $10K |
| Glassman Wealth Services | 0.00% | No change | 36 | $9K |
| NBT Bank, N.A. | 0.00% | Reduce -93.8% | 36 | $9K |
| SWAN Capital LLC | 0.00% | No change | 35 | $9K |
| Ankerstar Wealth, LLC | 0.01% | No change | 31 | $8K |
| Country Trust Bank | 0.00% | No change | 30 | $8K |
| Corsicana & Co. | 0.00% | New | 25 | $6K |
| Abound Wealth Management | 0.00% | No change | 25 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 22 | $6K |
| Advocate Investing Services LLC | 0.00% | New | 23 | $6K |
| Raleigh Capital Management Inc. | 0.00% | No change | 21 | $5K |
| Roxbury Financial LLC | 0.00% | No change | 19 | $5K |
| Strategic Advocates LLC | 0.02% | No change | 19 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | New | 19 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 19 | $5K |
| Consultiva Wealth Management, Corp. | 0.01% | No change | 16 | $4K |
| Vima LLC | 0.00% | — | 16 | $4K |
| Chapman Financial Group, LLC | 0.00% | No change | 13 | $3K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -35.0% | 13 | $3K |
| Core Capital Management & Research, inc. | 0.00% | — | 12 | $3K |
| Alerus Financial NA | 0.00% | No change | 10 | $3K |
| Chelsea Counsel Co. | 0.00% | No change | 9 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 9 | $2K |
| SHP Wealth Management | 0.00% | No change | 8 | $2K |
| Costello Asset Management, INC | 0.00% | No change | 7 | $2K |
| First Horizon Corp. | 0.00% | No change | 7 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 7 | $2K |
| Imprint Wealth LLC | 0.01% | No change | 5 | $1K |
| Barclays PLC | 0.00% | Reduce -99.3% | 5 | $1K |
| United Financial Planning Group LLC | 0.00% | No change | 4 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 4 | $1K |
| Kilter Group LLC | 0.00% | No change | 2 | $505 |
| Aristotle Capital Management, LLC | 0.00% | New | 2 | $448 |
| Banque Cantonale Vaudoise | 0.00% | New | 208 | $53 |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.