iShares S&P 100 ETFOEFETF
13F holders, Q1 2025 (March 31)892holders +34
98new positions
55sold out
5famous investors
$268.22avg. 13F price*
At the end of Q1 2025, 892 institutions reported holding iShares S&P 100 ETF (OEF) in their 13F filings, up 34 from Q4 2024. 98 opened new positions and 55 sold out. The largest holders were Bank of America Corp. ($1.7B), Envestnet Asset Management Inc. ($1.1B) and Fifth Third Bancorp ($662.9M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares S&P 100 ETF
- CUSIP
- 464287101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $246.2M |
| Exits | 55 | $67.2M |
All 13F filers, Q4 2024 → Q1 2025: 13,043,887 shares bought and 1,589,986 shares sold, net +11,453,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 892 holders
| Bank of America Corp. | 0.15% | Add +7.7% | 6,403,085 | $1.7B |
| Envestnet Asset Management Inc. | 0.36% | Add +499.4% | 4,102,712 | $1.1B |
| Fifth Third Bancorp | 2.52% | Add +3.5% | 2,447,789 | $662.9M |
| JPMorgan Chase & Co. | 0.04% | Add +43.1% | 2,036,782 | $551.6M |
| Jones Financial Companies LLLP | 0.48% | Add +2.9% | 1,980,162 | $533.1M |
| LPL Financial LLC | 0.19% | Add +126.3% | 1,798,912 | $487.2M |
| Morgan Stanley | 0.03% | Add +19.7% | 1,604,612 | $434.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +0.5% | 1,146,007 | $310.4M |
| Cresset Asset Management, LLC | 1.28% | Reduce -17.4% | 940,037 | $254.6M |
| Ieq Capital, LLC | 1.74% | Add +0.5% | 805,847 | $218.2M |
| Focus Partners Wealth | 0.52% | Add +3712.4% | 763,435 | $206.8M |
| UBS Group AG | 0.04% | Reduce -2.6% | 683,155 | $185.0M |
| Wells Fargo & Company | 0.04% | Reduce -10.5% | 627,821 | $170.0M |
| PNC Financial Services Group, Inc. | 0.07% | Add +4.2% | 518,762 | $140.5M |
| Evoke Wealth, LLC | 3.01% | Reduce -1.8% | 425,681 | $115.3M |
| Cwm, LLC | 0.45% | Add +221.7% | 415,396 | $112.5M |
| BlackRock, Inc. | 0.00% | Add +2373.8% | 411,499 | $111.4M |
| Envestnet Portfolio Solutions, Inc. | 0.42% | Add +500.4% | 408,814 | $110.7M |
| NorthCoast Asset Management LLC | 0.51% | Reduce -1.0% | 373,284 | $101.1M |
| Raymond James Financial Inc. | 0.04% | Add +13.2% | 360,564 | $97.7M |
| Ameriprise Financial Inc. | 0.02% | Add +29.6% | 329,784 | $89.6M |
| MML Investors Services, LLC | 0.27% | Add +387.3% | 302,963 | $82.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +41.8% | 295,143 | $79.9M |
| Cetera Investment Advisers | 0.14% | Add +234.6% | 272,393 | $73.8M |
| OneDigital Investment Advisors LLC | 0.87% | Add +113.7% | 272,016 | $73.7M |
| Commonwealth Equity Services, LLC | 0.10% | Add +58.0% | 255,672 | $69.2M |
| Dynasty Wealth Management, LLC | 1.15% | Add +1757.6% | 255,641 | $69.2M |
| CM Wealth Advisors LLC | 20.84% | Add +9.0% | 240,643 | $65.2M |
| Kestra Advisory Services, LLC | 0.30% | Add +1265.6% | 632,327 | $62.5M |
| Sagespring Wealth Partners, LLC | 1.48% | Add +2865.9% | 215,857 | $58.5M |
| Janney Montgomery Scott LLC | 0.16% | Add +803.7% | 212,620 | $57.6M |
| Two Sigma Investments, LP | 0.13% | Reduce -24.0% | 210,100 | $56.9M |
| Sanctuary Advisors, LLC | 0.40% | Add +36.7% | 208,271 | $56.4M |
| Bluespring Wealth Management, LLC | 5.38% | Add +11.3% | 194,797 | $52.8M |
| Mariner, LLC | 0.09% | Reduce -6.8% | 191,468 | $51.8M |
| Bank of New York Mellon Corp | 0.01% | Add +455.4% | 188,625 | $51.1M |
| Demars Financial Group, LLC | 21.52% | Add +6.7% | 187,282 | $50.7M |
| Bank of Montreal | 0.03% | Add +0.0% | 184,587 | $50.0M |
| Cerity Partners LLC | 0.10% | Reduce -3.5% | 174,306 | $47.2M |
| Citigroup Inc. | 0.04% | Reduce -0.0% | 172,768 | $46.8M |
| FMR LLC | 0.00% | Add +0.6% | 171,013 | $46.3M |
| NewEdge Advisors, LLC | 0.27% | Add +663.4% | 167,833 | $45.5M |
| Signaturefd, LLC | 0.86% | Reduce -1.2% | 166,862 | $45.2M |
| Agf Management Ltd. | 0.22% | Reduce -4.8% | 156,270 | $42.3M |
| Alps Advisors Inc. | 0.24% | Add +0.2% | 151,637 | $41.1M |
| Royal Bank of Canada | 0.01% | Reduce -2.5% | 149,628 | $40.5M |
| Integrated Wealth Concepts LLC | 0.44% | Add +103.0% | 139,245 | $37.7M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +26.6% | 136,856 | $37.1M |
| Stifel Financial Corp. | 0.04% | Add +130.1% | 133,690 | $36.2M |
| AQR Capital Management | 0.04% | New | 131,431 | $35.6M |
| Dorsey & Whitney Trust CO LLC | 1.95% | Reduce -0.0% | 124,725 | $33.8M |
| JB Capital LLC | 1.83% | New | 122,284 | $33.1M |
| Aveo Capital Partners, LLC | 5.26% | Add +39.5% | 116,427 | $31.6M |
| Financial Partners Group, Inc | 4.87% | Reduce -16.6% | 116,485 | $31.5M |
| Altus Wealth Management, LLC | 14.62% | Reduce -1.5% | 115,299 | $31.2M |
| Foundations Investment Advisors, LLC | 0.57% | Add +296.8% | 114,870 | $31.1M |
| Osaic Holdings, Inc. | 0.07% | Add +45.5% | 112,640 | $30.5M |
| United Capital Financial Advisors, LLC | 0.26% | Add +402.9% | 112,042 | $30.3M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +11.2% | 110,905 | $30.0M |
| Mercer Global Advisors Inc. | 0.07% | Add +106.1% | 108,440 | $29.4M |
| Oakworth Capital, Inc. | 1.98% | Reduce -2.6% | 104,967 | $28.4M |
| One Capital Management, LLC | 0.95% | Add +45.4% | 103,432 | $28.0M |
| IFP Advisors, Inc | 0.86% | Add +3.3% | 102,907 | $27.9M |
| Old National Bancorp | 0.72% | Reduce -32.5% | 101,001 | $27.4M |
| Amplius Wealth Advisors, LLC | 2.66% | Add +0.9% | 94,418 | $25.6M |
| Pathstone Holdings, LLC | 0.11% | Reduce -7.3% | 93,804 | $25.4M |
| Fsa Wealth Partners, Inc. | 9.50% | Reduce -13.0% | 92,774 | $25.1M |
| Truist Financial Corp. | 0.04% | Add +95.9% | 91,220 | $24.7M |
| Ackerman Asset Management, LLC | 21.95% | — | 89,595 | $24.3M |
| Merit Financial Group, LLC | 0.35% | Add +19.8% | 85,023 | $23.0M |
| Quantinno Capital Management LP | 0.15% | Add +138.5% | 83,114 | $22.5M |
| Harbour Trust & Investment Management Co | 2.66% | Add +3.8% | 81,183 | $22.0M |
| Captrust Financial Advisors | 0.05% | Add +0.3% | 77,438 | $21.0M |
| US Bancorp \de | 0.03% | Add +77.4% | 76,414 | $20.7M |
| Corient Private Wealth LP | 0.03% | Add +307.1% | 75,158 | $20.4M |
| Capital Analysts, LLC | 0.76% | Add +128.1% | 74,956 | $20.3M |
| AE Wealth Management LLC | 0.16% | Add +32.6% | 70,014 | $19.0M |
| M&T Bank Corp | 0.07% | Reduce -9.1% | 69,186 | $18.7M |
| Lockheed Martin Investment Management Co. | 0.75% | Reduce -49.9% | 67,800 | $18.4M |
| Patten & Patten Inc. | 1.22% | Reduce -0.4% | 67,034 | $18.2M |
| Avantax Advisory Services, Inc. | 0.10% | Add +71.7% | 62,505 | $16.9M |
| Avid Wealth Partners LLC | 11.26% | Add +5.0% | 61,281 | $16.6M |
| Wealth Forward, LLC | 11.72% | Reduce -0.7% | 60,802 | $16.5M |
| Dakota Wealth Management | 0.38% | Reduce -40.3% | 60,204 | $16.3M |
| Atria Wealth Solutions, Inc. | 0.20% | Add +179.0% | 59,867 | $16.2M |
| Panoramic Capital Partners, LLC | 15.46% | Add +1.5% | 62,394 | $15.0M |
| Keybank National Association | 0.06% | Reduce -3.5% | 54,940 | $14.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +7.8% | 54,769 | $14.8M |
| Keebeck Wealth Management | 2.18% | Add +16.6% | 54,555 | $14.8M |
| One Wealth Advisors, LLC | 2.18% | Add +20.3% | 54,031 | $14.6M |
| Brown Brothers Harriman & Co. | 0.10% | Reduce -0.1% | 53,793 | $14.6M |
| Jackson Wealth Management, LLC | 1.76% | Reduce -2.4% | 53,552 | $14.5M |
| MB Generational Wealth, LLC | 10.49% | Add +1.1% | 51,912 | $14.1M |
| Investors Research Corp | 3.00% | Add +6.9% | 51,206 | $13.9M |
| Detalus Advisors, LLC | 4.29% | Add +37.8% | 50,436 | $13.7M |
| Icon Wealth Advisors, LLC | 1.10% | Add +312.9% | 49,211 | $13.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 48,491 | $13.1M |
| Ancora Advisors LLC | 0.29% | Add +5.0% | 48,108 | $13.0M |
| Quest Investment Management LLC | 1.60% | Add +5.0% | 47,672 | $12.9M |
| Country Club Bank | 0.87% | Reduce -4.9% | 47,810 | $12.9M |
| Roof Eidam Maycock Peralta, LLC | 3.37% | Reduce -2.9% | 46,908 | $12.7M |
| Lineweaver Wealth Advisors, LLC | 2.16% | Add +1.7% | 46,788 | $12.7M |
| TSA Wealth Managment LLC | 5.01% | Add +35.9% | 46,535 | $12.6M |
| Moneco Advisors, LLC | 1.29% | Reduce -28.7% | 46,163 | $12.5M |
| Onyx Bridge Wealth Group LLC | 1.75% | New | 45,023 | $12.2M |
| Atria Investments, Inc | 0.15% | Add +1102.3% | 44,306 | $12.0M |
| Creative Planning | 0.01% | Add +14.6% | 44,226 | $12.0M |
| Waverly Advisors, LLC | 0.14% | Reduce -1.9% | 43,908 | $11.9M |
| Thrivent Financial for Lutherans | 0.03% | Add +110.1% | 41,252 | $11.5M |
| HighTower Advisors, LLC | 0.02% | Add +3.5% | 41,717 | $11.3M |
| McMorgan & Co. LLC | 1.79% | Add +86.1% | 41,393 | $11.2M |
| Redwood Investment Management, LLC | 1.20% | Reduce -3.5% | 40,993 | $11.1M |
| Farther Finance Advisors, LLC | 0.28% | Add +172.3% | 40,560 | $11.0M |
| Robertson Stephens Wealth Management, LLC | 0.41% | Add +8.3% | 40,015 | $10.8M |
| Affinity Capital Advisors, LLC | 2.13% | Add +15.2% | 41,283 | $10.7M |
| Fisher Asset Management | 0.00% | Reduce -37.7% | 37,951 | $10.3M |
| First Pacific Financial | 2.08% | Reduce -65.3% | 37,825 | $10.2M |
| Private Advisor Group, LLC | 0.06% | Add +51.6% | 37,668 | $10.2M |
| Arcadia Investment Advisors LLC | 5.66% | Reduce -3.1% | 37,358 | $10.1M |
| Cardinal Strategic Wealth Guidance | 3.10% | Add +66.7% | 35,885 | $9.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -8.8% | 35,732 | $9.7M |
| Cypress Wealth Services, LLC | 1.92% | Add +62.4% | 35,008 | $9.5M |
| Sharkey, Howes & Javer | 1.35% | New | 34,951 | $9.5M |
| Wealth Alliance, LLC | 1.14% | Add +113.8% | 34,837 | $9.4M |
| Carnegie Investment Counsel | 0.22% | Reduce -2.0% | 38,514 | $9.4M |
| Continuum Advisory, LLC | 1.20% | Reduce -0.4% | 34,447 | $9.3M |
| Natixis Advisors, LLC | 0.02% | Add +17.3% | 34,423 | $9.3M |
| Segment Wealth Management, LLC | 0.63% | Reduce -3.0% | 34,193 | $9.3M |
| Vicus Capital | 0.85% | Reduce -69.3% | 33,581 | $9.1M |
| IHT Wealth Management, LLC | 0.28% | Add +3385.9% | 33,569 | $9.1M |
| Shepherd Financial Partners LLC | 1.06% | New | 33,403 | $9.0M |
| Schorn Wealth LLC | 2.89% | Reduce -2.6% | 32,361 | $8.8M |
| Select Asset Management & Trust | 3.48% | Reduce -54.1% | 32,089 | $8.7M |
| Kickstand Ventures, Llc. | 2.22% | Add +10.7% | 31,811 | $8.6M |
| EP Wealth Advisors, LLC | 0.07% | Add +1.2% | 31,805 | $8.6M |
| CreativeOne Wealth, LLC | 0.26% | Add +470.8% | 31,710 | $8.6M |
| Roble, Belko & Company, Inc | 1.36% | Reduce -5.9% | 31,433 | $8.5M |
| Kelly Financial Services LLC | 2.94% | Add +110.0% | 31,245 | $8.5M |
| High Falls Advisors, Inc | 1.98% | Add +320.1% | 31,121 | $8.4M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +159.5% | 30,940 | $8.4M |
| Tennessee Valley Asset Management Partners | 1.36% | Add +3.0% | 30,712 | $8.3M |
| Atticus Wealth Management, LLC | 2.70% | Reduce -8.8% | 30,495 | $8.3M |
| Stock Yards Bank & Trust Co. | 0.29% | Add +0.1% | 30,441 | $8.2M |
| Client First Capital LLC | 4.16% | Reduce -5.7% | 30,003 | $8.1M |
| Canal Capital Management, LLC | 1.33% | Reduce -6.7% | 29,437 | $8.0M |
| Stone House Investment Management, LLC | 1.61% | Add +734.6% | 29,263 | $7.9M |
| Legacy Advisors, LLC | 0.81% | Reduce -15.6% | 29,050 | $7.9M |
| &partners | 0.08% | Add +39.1% | 28,994 | $7.8M |
| Aft, Forsyth & Sober, LLC | 2.69% | New | 28,450 | $7.7M |
| Flow Traders U.S. LLC | 0.32% | New | 28,385 | $7.7M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -1.3% | 28,022 | $7.6M |
| Wharton Business Group, LLC | 0.34% | Reduce -0.6% | 27,564 | $7.5M |
| ONE Advisory Partners, LLC | 3.19% | Add +131.1% | 27,548 | $7.5M |
| SteelPeak Wealth, LLC | 0.32% | New | 27,440 | $7.4M |
| Carret Asset Management, LLC | 0.83% | Reduce -2.3% | 27,162 | $7.4M |
| Ascent Group, LLC | 0.31% | Add +271.4% | 26,824 | $7.3M |
| Private Client Services, LLC | 3.57% | Add +1.1% | 26,665 | $7.2M |
| Financial Life Advisors | 2.68% | Add +3.7% | 26,521 | $7.2M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +189.0% | 26,328 | $7.1M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +189.0% | 26,328 | $7.1M |
| Capital Advisors, Ltd. LLC | 0.94% | Reduce -1.5% | 26,208 | $7.1M |
| W Advisors, LLC | 4.43% | Add +9.0% | 26,156 | $7.1M |
| Elevation Capital Advisory, LLC | 3.05% | Add +0.1% | 25,819 | $7.0M |
| TABR Capital Management, LLC | 7.22% | Reduce -36.9% | 25,591 | $6.9M |
| Caprock Group, LLC | 0.21% | New | 25,124 | $6.8M |
| Pettinga Financial Advisors LLC | 1.60% | New | 25,114 | $6.8M |
| PMG Wealth Management, Inc. | 7.12% | Reduce -1.2% | 24,747 | $6.7M |
| D.A. Davidson & Co. | 0.05% | Reduce -0.9% | 24,360 | $6.6M |
| Franklin Resources Inc. | 0.00% | Reduce -2.1% | 24,270 | $6.6M |
| Citadel Advisors | 0.01% | Add +7549.0% | 23,865 | $6.5M |
| HB Wealth Management, LLC | 0.05% | Reduce -1.1% | 23,263 | $6.3M |
| Perigon Wealth Management, LLC | 0.16% | Add +215.1% | 22,986 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Add +5.3% | 22,976 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.19% | Reduce -5.3% | 22,893 | $6.2M |
| Advisory Services Network, LLC | 0.12% | Add +23.3% | 22,761 | $6.2M |
| CFS Investment Advisory Services, LLC | 0.55% | Add +117.4% | 22,618 | $6.1M |
| KM Capital Management Ltd. | 3.26% | Reduce -2.6% | 22,345 | $6.1M |
| Equitable Holdings, Inc. | 0.06% | Add +271.8% | 22,228 | $6.0M |
| Blair William & Co. | 0.02% | Add +2.6% | 22,052 | $6.0M |
| Financial Enhancement Group LLC | 0.93% | Reduce -75.3% | 23,431 | $6.0M |
| Johnson Investment Counsel Inc. | 0.06% | Add +0.0% | 21,889 | $5.9M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Add +181.3% | 21,806 | $5.9M |
| Family Manage LLC | 0.97% | Add +42.0% | 21,783 | $5.9M |
| Stokes Family Office, LLC | 0.66% | New | 21,659 | $5.9M |
| Choreo, LLC | 0.09% | Reduce -17.0% | 21,657 | $5.9M |
| NTV Asset Management LLC | 0.78% | Reduce -0.2% | 21,654 | $5.9M |
| Strategic Blueprint, LLC | 0.32% | Add +168.2% | 21,492 | $5.8M |
| Blue Trust, Inc. | 0.07% | Add +850.1% | 21,368 | $5.8M |
| Alternative Investment Advisors, LLC. | 3.05% | Add +1.0% | 21,305 | $5.8M |
| Vestmark Advisory Solutions, Inc. | 0.15% | New | 21,227 | $5.7M |
| Fulton Breakefield Broenniman LLC | 0.41% | Reduce -1.5% | 21,223 | $5.7M |
| Jane Street Group, LLC | 0.01% | Add +1372.0% | 21,109 | $5.7M |
| Van Hulzen Asset Management, LLC | 0.52% | Reduce -3.0% | 21,013 | $5.7M |
| SCS Capital Management LLC | 0.07% | Reduce -0.3% | 20,924 | $5.7M |
| Liberty Wealth Management LLC | 1.06% | Add +348.4% | 20,366 | $5.5M |
| Mayflower Financial Advisors, LLC | 0.84% | Add +7.0% | 20,282 | $5.5M |
| Manchester Capital Management LLC | 0.66% | Reduce -8.4% | 19,929 | $5.4M |
| Regal Investment Advisors LLC | 0.43% | Add +115.6% | 19,726 | $5.3M |
| Veridan Wealth LLC | 2.36% | Add +9.4% | 19,305 | $5.2M |
| Keystone Financial Services | 1.97% | New | 19,075 | $5.2M |
| Jefferies Financial Group Inc. | 0.09% | New | 18,778 | $5.1M |
| Trek Financial, LLC | 0.37% | Add +2309.9% | 18,725 | $5.1M |
| McKinley Carter Wealth Services, Inc. | 0.31% | Add +1.4% | 18,658 | $5.1M |
| Security Financial Services, INC. | 1.00% | Add +1.1% | 18,534 | $5.0M |
| Culbertson A N & Co. Inc. | 0.79% | Reduce -1.6% | 18,342 | $5.0M |
| Watershed Private Wealth LLC | 1.95% | Add +200.1% | 18,034 | $4.9M |
| Unique Wealth, LLC | 0.92% | Add +813.3% | 17,974 | $4.9M |
| Citizens Financial Group Inc. | 0.10% | Reduce -19.5% | 17,886 | $4.8M |
| GenWealth Group, Inc. | 1.06% | Reduce -0.4% | 17,792 | $4.8M |
| JPL Wealth Management, LLC | 1.37% | Add +8.4% | 17,781 | $4.8M |
| Independence Bank of Kentucky | 0.74% | No change | 17,486 | $4.7M |
| Savvy Advisors, Inc. | 0.48% | New | 17,469 | $4.7M |
| Patton Albertson Miller Group, LLC | 0.69% | New | 17,197 | $4.7M |
| Verus Capital Partners, LLC | 0.47% | Add +40.8% | 17,180 | $4.7M |
| Quadrant Private Wealth Management, LLC | 1.15% | Add +112.8% | 17,083 | $4.6M |
| PAX Financial Group, LLC | 0.80% | New | 16,751 | $4.5M |
| Scissortail Wealth Management, LLC | 1.16% | New | 16,678 | $4.5M |
| Wedbush Securities Inc. | 0.16% | Add +6.2% | 16,526 | $4.5M |
| Commerce Bank | 0.03% | Reduce -0.2% | 16,507 | $4.5M |
| Fifth Third Securities, Inc. | 0.37% | Reduce -0.6% | 16,280 | $4.4M |
| Ridgeline Wealth, LLC | 3.74% | Reduce -0.3% | 16,245 | $4.4M |
| Regions Financial Corp. | 0.03% | Reduce -3.4% | 15,916 | $4.3M |
| Signature Estate & Investment Advisors LLC | 0.11% | Add +3.5% | 15,802 | $4.3M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +4.3% | 15,746 | $4.3M |
| Quotient Wealth Partners, LLC | 0.13% | Add +339.8% | 15,471 | $4.2M |
| Csenge Advisory Group | 0.23% | Add +50.9% | 16,291 | $4.1M |
| Capital Investment Counsel, LLC | 0.67% | Add +0.8% | 15,006 | $4.1M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | No change | 14,865 | $4.0M |
| Kilter Group LLC | 2.55% | New | 14,409 | $3.9M |
| Welch & Forbes LLC | 0.05% | No change | 14,381 | $3.9M |
| Spectrum Wealth Counsel, LLC | 0.47% | Add +1.5% | 14,309 | $3.9M |
| Tudor Investment Corporation | 0.03% | Reduce -2.7% | 14,219 | $3.9M |
| Assetmark, Inc. | 0.01% | Add +125.7% | 13,969 | $3.8M |
| Legacy Financial Group LLC | 0.57% | New | 13,615 | $3.7M |
| Scarborough Advisors, LLC | 0.52% | New | 13,457 | $3.6M |
| BBR Partners, LLC | 0.26% | No change | 13,441 | $3.6M |
| NewEdge Wealth, LLC | 0.07% | Reduce -18.2% | 13,415 | $3.6M |
| Horst & Graben Wealth Management LLC | 0.64% | Add +69.0% | 13,272 | $3.6M |
| Midwest Capital Advisors, LLC | 2.20% | Add +13661.5% | 13,211 | $3.6M |
| VestGen Advisors, LLC | 0.16% | — | 13,078 | $3.5M |
| Wealthspire Advisors, LLC | 0.02% | Add +100.0% | 12,856 | $3.5M |
| Peloton Wealth Strategists | 1.49% | Reduce -2.6% | 12,841 | $3.5M |
| St. Clair Advisors, LLC | 0.97% | Reduce -3.0% | 12,840 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +6.2% | 12,786 | $3.5M |
| HM Payson & Co. | 0.06% | No change | 12,667 | $3.4M |
| Invst, LLC | 0.47% | New | 12,658 | $3.4M |
| Comerica Bank | 0.01% | Add +9.1% | 12,522 | $3.4M |
| First Horizon Advisors, Inc. | 0.09% | Add +531.4% | 12,439 | $3.4M |
| Brookstone Capital Management | 0.05% | Add +852.6% | 12,432 | $3.4M |
| Measured Wealth Private Client Group, LLC | 1.08% | Reduce -0.5% | 12,384 | $3.4M |
| Mutual Advisors, LLC | 0.10% | Add +80.0% | 12,474 | $3.3M |
| Runnymede Capital Advisors, Inc. | 3.09% | No change | 11,879 | $3.2M |
| Heritage Wealth Advisors | 0.16% | Reduce -5.5% | 11,773 | $3.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +830.9% | 11,739 | $3.2M |
| TFG Advisers LLC | 1.14% | Add +2.0% | 11,593 | $3.1M |
| McAdam, LLC | 0.19% | Reduce -8.9% | 11,471 | $3.1M |
| Rothschild Wealth LLC | 0.87% | New | 11,426 | $3.1M |
| WCG Wealth Advisors LLC | 0.23% | New | 11,237 | $3.0M |
| Bailard, Inc. | 0.08% | Reduce -48.4% | 11,186 | $3.0M |
| Certus Wealth Management, LLC | 2.05% | Add +124.5% | 10,670 | $3.0M |
| Creegan & Nassoura Financial Group, LLC | 2.01% | Reduce -0.1% | 11,121 | $3.0M |
| Black Swift Group, LLC | 0.67% | No change | 11,000 | $3.0M |
| Ferguson Shapiro LLC | 1.08% | Reduce -3.5% | 10,733 | $2.9M |
| Parallel Advisors, LLC | 0.07% | Reduce -0.2% | 10,706 | $2.9M |
| Baird Financial Group, Inc. | 0.01% | Add +116.2% | 10,663 | $2.9M |
| WealthShield Partners, LLC | 0.37% | Add +373.1% | 10,616 | $2.9M |
| Summit Financial, LLC | 0.08% | Add +0.6% | 10,589 | $2.9M |
| Aviance Capital Partners, LLC | 0.40% | No change | 10,548 | $2.9M |
| Tidemark, LLC | 1.04% | New | 10,460 | $2.8M |
| Shared Vision Wealth Group LLC | 1.53% | Add +71.4% | 10,368 | $2.8M |
| Providence First Trust Co | 1.13% | Reduce -0.9% | 10,275 | $2.8M |
| Bay Harbor Wealth Management, LLC | 0.87% | New | 10,161 | $2.8M |
| ShoreHaven Wealth Partners, LLC | 1.32% | Add +209.2% | 10,154 | $2.8M |
| Swmg, LLC | 1.08% | New | 10,180 | $2.7M |
| Cobblestone Asset Management LLC | 1.58% | New | 10,003 | $2.7M |
| Nova Wealth Management, Inc. | 2.33% | Add +0.1% | 9,971 | $2.7M |
| Perennial Investment Advisors, LLC | 0.30% | New | 9,874 | $2.7M |
| Glenmede Trust Co. NA | 0.01% | Add +3.1% | 9,853 | $2.7M |
| Dana Investment Advisors, Inc. | 0.10% | Add +5.0% | 9,792 | $2.7M |
| 5T Wealth, LLC | 1.50% | Add +8.8% | 9,731 | $2.6M |
| National Bank of Canada | 0.00% | Reduce -3.5% | 9,739 | $2.6M |
| Able Wealth Management LLC | 1.55% | Add +5.6% | 9,626 | $2.6M |
| Townsquare Capital LLC | 0.03% | Add +51.5% | 9,547 | $2.6M |
| Meridian Wealth Management, LLC | 0.12% | Add +179.9% | 9,384 | $2.5M |
| St. Louis Trust Co | 0.37% | No change | 9,380 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.8% | 9,314 | $2.5M |
| SigFig Wealth Management, LLC | 0.09% | Add +948.5% | 9,321 | $2.5M |
| RMR Wealth Builders | 0.26% | Reduce -0.3% | 9,084 | $2.5M |
| Scotia Capital Inc. | 0.01% | Add +0.4% | 9,054 | $2.5M |
| Parsons Capital Management Inc. | 0.13% | Add +9.2% | 9,035 | $2.4M |
| Global Wealth Strategies & Associates | 0.74% | Reduce -6.9% | 9,032 | $2.4M |
| One Wealth Capital Management, LLC | 1.31% | Add +185.0% | 9,025 | $2.4M |
| Ethos Financial Group, LLC | 0.23% | Add +178.2% | 8,574 | $2.4M |
| Sovran Advisors, LLC | 0.31% | Add +559.1% | 9,550 | $2.4M |
| My Legacy Advisors, LLC | 0.93% | Add +17.2% | 8,928 | $2.4M |
| Nwam LLC | 0.21% | Add +20.4% | 8,814 | $2.4M |
| MAI Capital Management | 0.02% | Reduce -7.8% | 8,777 | $2.4M |
| Financial Advocates Investment Management | 0.17% | Add +150.4% | 8,743 | $2.4M |
| WJ Wealth Management, LLC | 0.83% | Reduce -67.3% | 8,670 | $2.3M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -0.6% | 8,588 | $2.3M |
| NWF Advisory Services Inc. | 0.33% | Add +2.6% | 8,562 | $2.3M |
| True Vision MN LLC | 1.39% | Add +367.9% | 8,558 | $2.3M |
| Hemington Wealth Management | 0.36% | No change | 8,551 | $2.3M |
| Howe & Rusling Inc. | 0.19% | No change | 8,355 | $2.3M |
| JT Stratford LLC | 0.40% | Reduce -5.0% | 8,288 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +23.3% | 8,229 | $2.2M |
| Ehrlich Financial Group | 1.62% | Add +203.2% | 8,225 | $2.2M |
| Argent Trust Co | 0.09% | Add +4.7% | 8,157 | $2.2M |
| Mather Group, Llc. | 0.03% | Add +38.5% | 7,981 | $2.2M |
| University of Texas/Texas Am Investment Management Co. | 0.37% | New | 7,903 | $2.1M |
| Synergy Investment Management, LLC | 0.89% | Add +350.1% | 7,900 | $2.1M |
| Finley Financial, LLC | 1.19% | Reduce -1.7% | 7,935 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +7.2% | 7,852 | $2.1M |
| Legacies Wealth LLC | 1.55% | No change | 7,722 | $2.1M |
| Snowden Capital Advisors LLC | 0.07% | New | 7,656 | $2.1M |
| Optivise Advisory Services LLC | 1.16% | Add +9.0% | 7,656 | $2.1M |
| Beacon Financial Group | 0.23% | Add +24.1% | 7,634 | $2.1M |
| Fifth Third Wealth Advisors LLC | 0.11% | Reduce -4.6% | 7,586 | $2.1M |
| Hoxton Planning & Management, LLC | 0.78% | Add +115.9% | 7,565 | $2.0M |
| Trail Ridge Investment Advisors, LLC | 1.05% | No change | 7,508 | $2.0M |
| Tortoise Investment Management, LLC | 0.21% | Reduce -1.6% | 7,501 | $2.0M |
| AMG National Trust Bank | 0.06% | Add +0.1% | 7,492 | $2.0M |
| Mezzasalma Advisors, LLC | 0.70% | Add +13.9% | 7,476 | $2.0M |
| Access Financial Services, Inc. | 0.81% | No change | 7,425 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.13% | Add +112.5% | 7,391 | $2.0M |
| Wealthedge Investment Advisors, LLC | 0.89% | Reduce -0.8% | 7,320 | $2.0M |
| Bessemer Group Inc. | 0.00% | Add +178.8% | 7,250 | $2.0M |
| Walled Lake Planning & Wealth Management, LLC | 0.69% | Add +0.1% | 7,131 | $1.9M |
| Montag A & Associates Inc. | 0.10% | No change | 7,101 | $1.9M |
| Beaumont Asset Management, L.L.C. | 1.16% | No change | 7,084 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -26.0% | 7,048 | $1.9M |
| KPP Advisory Services LLC | 0.36% | Add +4.1% | 7,003 | $1.9M |
| Apeiron RIA LLC | 0.57% | Add +350.6% | 6,913 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.25% | Add +0.1% | 6,890 | $1.9M |
| Klingman & Associates, LLC | 0.11% | Add +2.2% | 6,861 | $1.9M |
| Baker Avenue Asset Management, LP | 0.06% | Add +1.1% | 6,842 | $1.9M |
| RCS Financial Planning, LLC | 0.98% | Add +73.6% | 6,837 | $1.9M |
| SWP Financial LLC | 1.12% | New | 6,754 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +4.5% | 6,665 | $1.8M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.64% | Reduce -17.0% | 6,651 | $1.8M |
| Palumbo Wealth Management LLC | 0.60% | Add +1.1% | 6,621 | $1.8M |
| KCM Investment Advisors LLC | 0.06% | Add +0.0% | 6,601 | $1.8M |
| Lido Advisors, LLC | 0.01% | Add +211.8% | 6,594 | $1.8M |
| Endeavor Private Wealth, Inc. | 0.96% | New | 6,545 | $1.8M |
| Robinson Smith Wealth Advisors LLC | 1.47% | No change | 6,479 | $1.8M |
| Lantz Financial LLC | 0.47% | Add +206.6% | 6,291 | $1.7M |
| RFG Advisory, LLC | 0.05% | Add +85.0% | 6,249 | $1.7M |
| Clear Creek Financial Management, LLC | 0.17% | Reduce -30.4% | 6,196 | $1.7M |
| Wealthgarden F.S. LLC | 1.61% | Add +32.4% | 6,176 | $1.7M |
| Rahlfs Capital, LLC | 1.65% | No change | 6,100 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +4.9% | 6,018 | $1.6M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -0.3% | 6,000 | $1.6M |
| Modern Wealth Management, LLC | 0.05% | New | 5,962 | $1.6M |
| Firethorn Wealth Partners, LLC | 0.77% | Add +70.7% | 5,954 | $1.6M |
| Brown Advisory Inc. | 0.00% | No change | 5,885 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -5.5% | 5,843 | $1.6M |
| JFS Wealth Advisors, LLC | 0.11% | Add +6.6% | 5,816 | $1.6M |
| Mission Creek Capital Partners, Inc. | 0.38% | Reduce -1.4% | 5,795 | $1.6M |
| Betterment LLC | 0.00% | Reduce -4.9% | 5,720 | $1.5M |
| Arete Wealth Advisors, LLC | 0.12% | Add +58.6% | 5,711 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +7.8% | 5,600 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Add +4.2% | 5,568 | $1.5M |
| Darwin Wealth Management, LLC | 0.51% | No change | 5,211 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.7% | 5,522 | $1.5M |
| Webster Bank, N. A. | 0.16% | Reduce -0.4% | 5,474 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -0.5% | 5,153 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.67% | New | 5,652 | $1.5M |
| Signet Financial Management, LLC | 0.20% | Add +105.2% | 5,428 | $1.5M |
| Davis Wealth Advisors, LLC | 1.65% | Add +207.1% | 5,396 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +60.5% | 5,387 | $1.5M |
| Adirondack Trust Co. | 0.57% | No change | 5,385 | $1.5M |
| WT Wealth Management | 0.47% | New | 5,345 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +85.6% | 5,290 | $1.4M |
| Uptick Partners, LLC | 0.48% | Reduce -1.1% | 5,245 | $1.4M |
| GTS Securities LLC | 0.06% | Reduce -50.2% | 5,225 | $1.4M |
| Tiaa Trust, National Association | 0.00% | Reduce -2.3% | 5,031 | $1.4M |
| Litman Gregory Wealth Management LLC | 0.12% | Reduce -9.6% | 4,977 | $1.3M |
| RiverFront Investment Group, LLC | 0.03% | Add +84.3% | 4,972 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -47.3% | 4,922 | $1.3M |
| Retirement Wealth Solutions LLC | 1.08% | Add +143.0% | 4,928 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -16.4% | 4,925 | $1.3M |
| Certified Advisory Corp | 0.15% | Add +2.1% | 4,922 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.11% | New | 4,902 | $1.3M |
| BridgePort Financial Solutions, LLC | 0.60% | Add +0.6% | 4,894 | $1.3M |
| Simplicity Wealth,LLC | 0.10% | New | 4,888 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Add +0.5% | 4,877 | $1.3M |
| Cedar Wealth Management, LLC | 0.46% | No change | 4,784 | $1.3M |
| Spire Wealth Management | 0.04% | Add +3.4% | 4,745 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -0.4% | 4,710 | $1.3M |
| Allen Investment Management, LLC | 0.01% | No change | 4,689 | $1.3M |
| Curbstone Financial Management Corp | 0.27% | No change | 4,660 | $1.3M |
| Claro Advisors Inc. | 0.17% | Add +63.5% | 4,657 | $1.3M |
| Rik Saylor Financial, Inc. | 1.11% | Reduce -0.1% | 4,652 | $1.3M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -11.6% | 4,600 | $1.2M |
| Callan Family Office, LLC | 0.09% | No change | 4,595 | $1.2M |
| Ewa, LLC | 0.46% | Add +253.1% | 4,580 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 4,554 | $1.2M |
| SOL Capital Management CO | 0.14% | No change | 4,535 | $1.2M |
| Councilmark Asset Management, LLC | 0.82% | No change | 4,475 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +26.4% | 4,475 | $1.2M |
| Trust Point Inc. | 0.11% | No change | 4,472 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Add +114.6% | 4,383 | $1.2M |
| Wealth Group Ltd | 0.35% | New | 4,375 | $1.2M |
| Gateway Wealth Partners, LLC | 0.26% | New | 4,342 | $1.2M |
| Brighton Jones LLC | 0.04% | Add +23.1% | 4,323 | $1.2M |
| Stonebrook Private Inc. | 0.30% | Add +3.8% | 4,318 | $1.2M |
| Copperleaf Capital, LLC | 0.70% | New | 4,310 | $1.2M |
| Strait & Sound Wealth Management LLC | 0.54% | Add +84.7% | 4,269 | $1.2M |
| Blalock Williams, LLC | 1.29% | Add +201.0% | 4,244 | $1.1M |
| XML Financial, LLC | 0.11% | Reduce -6.7% | 4,237 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Add +7.9% | 4,212 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.73% | Add +418.0% | 4,211 | $1.1M |
| Prosperity Wealth Management, Inc. | 0.53% | Reduce -39.8% | 4,147 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -43.1% | 4,132 | $1.1M |
| Gries Financial LLC | 0.22% | Reduce -63.6% | 4,116 | $1.1M |
| Madison Wealth Partners, Inc | 0.27% | Reduce -1.1% | 4,109 | $1.1M |
| Highland Capital Management, LLC | 0.07% | No change | 4,084 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +211.9% | 4,083 | $1.1M |
| Berkshire Money Management, Inc. | 0.12% | Reduce -7.9% | 4,070 | $1.1M |
| Northside Capital Management, LLC | 0.18% | Add +4.5% | 4,062 | $1.1M |
| Verum Partners LLC | 0.29% | Reduce -6.1% | 4,023 | $1.1M |
| CPA Asset Management Group, LLC | 0.47% | No change | 3,901 | $1.1M |
| GC Wealth Management RIA, LLC | 0.19% | Reduce -0.1% | 3,881 | $1.1M |
| Smith, Moore & Co. | 0.10% | Add +6.8% | 3,875 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +13.3% | 3,827 | $1.0M |
| Diversify Advisory Services, LLC | 0.06% | Add +12.1% | 3,835 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.0% | 3,809 | $1.0M |
| Eq LLC | 0.48% | Add +87.1% | 3,791 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +16.7% | 3,785 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 3,761 | $1.0M |
| Evergreen Capital Management LLC | 0.03% | Reduce -3.9% | 3,759 | $1.0M |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -1.5% | 3,744 | $1.0M |
| Apexium Financial, LP | 0.06% | No change | 3,686 | $998K |
| Columbus Macro, LLC | 0.13% | Reduce -13.5% | 3,680 | $997K |
| Maxele Advisors, LLC | 0.95% | Reduce -0.1% | 3,626 | $982K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.4% | 4,073 | $979K |
| Accelerate Investment Advisors LLC | 0.82% | Add +118.6% | 3,600 | $975K |
| Sax Wealth Advisors, LLC | 0.07% | Add +307.6% | 3,591 | $973K |
| Synovus Financial Corp. | 0.01% | Reduce -1.0% | 3,591 | $972K |
| DAVENPORT & Co LLC | 0.01% | Add +59.1% | 3,562 | $965K |
| Fiduciary Group, LLC | 0.10% | Reduce -8.0% | 3,557 | $963K |
| Chicago Partners Investment Group LLC | 0.03% | Add +88.1% | 3,513 | $954K |
| RVW Wealth, LLC | 0.09% | No change | 3,486 | $944K |
| Fullcircle Wealth LLC | 0.39% | Add +48.1% | 3,517 | $942K |
| Independent Financial Group, LLC | 0.03% | Add +70.9% | 3,471 | $940K |
| Checchi Capital Advisers, LLC | 0.07% | No change | 3,436 | $931K |
| Dentgroup LLC | 0.70% | Add +26.0% | 3,425 | $928K |
| Sutton Place Investors LLC | 0.62% | Add +12.2% | 3,395 | $919K |
| Brooklyn Investment Group | 0.20% | Add +6656.0% | 3,378 | $915K |
| Plancorp, LLC | 0.04% | No change | 3,375 | $914K |
| Sequent Asset Management, LLC | 0.51% | No change | 3,367 | $912K |
| Sachetta, LLC | 0.37% | No change | 3,355 | $909K |
| Sheets Smith Wealth Management | 0.11% | Reduce -2.0% | 3,330 | $902K |
| PBMares Wealth Management LLC | 0.18% | No change | 3,308 | $896K |
| Sovereign Financial Group, Inc. | 0.21% | Add +218.0% | 3,307 | $896K |
| Tudor Financial Inc. | 0.53% | Reduce -2.7% | 3,273 | $886K |
| Theory Financial LLC | 0.37% | Reduce -2.9% | 3,269 | $885K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -0.0% | 3,171 | $859K |
| USA Financial Formulas | 0.14% | Reduce -8.6% | 3,161 | $856K |
| Braun-Bostich & Associates Inc. | 0.63% | New | 3,155 | $854K |
| VERITY Wealth Advisors | 0.63% | No change | 3,114 | $843K |
| World Investment Advisors | 0.02% | Add +120.5% | 3,113 | $843K |
| First Trust Advisors LP | 0.00% | Add +11.0% | 3,103 | $840K |
| Western Wealth Management, LLC | 0.06% | Reduce -0.0% | 3,087 | $836K |
| Burke & Herbert Bank & Trust Co. | 0.20% | Reduce -1.1% | 3,055 | $827K |
| Gen-Wealth Partners Inc | 0.34% | Add +37.8% | 3,015 | $817K |
| BLB&B Advisors, LLC | 0.04% | No change | 3,009 | $815K |
| Transcend Capital Advisors, LLC | 0.06% | Add +56.9% | 3,008 | $815K |
| DT Investment Partners, LLC | 0.08% | No change | 3,000 | $812K |
| Alterna Wealth Management, Inc. | 0.62% | New | 2,996 | $811K |
| Summit Wealth Partners, LLC | 0.16% | Add +153.7% | 2,984 | $808K |
| Beacon Financial Advisory LLC | 0.24% | Add +27.4% | 2,975 | $806K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +110.5% | 2,892 | $783K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -17.2% | 2,870 | $779K |
| Ameliora Wealth Management Ltd. | 0.29% | Add +38.6% | 2,845 | $771K |
| Provident Wealth Management, LLC | 0.26% | No change | 2,817 | $763K |
| Naples Global Advisors, LLC | 0.07% | Reduce -0.7% | 2,800 | $758K |
| Golden Road Advisors LLC | 0.58% | No change | 2,764 | $749K |
| Arkadios Wealth Advisors | 0.03% | Add +53.5% | 2,750 | $745K |
| East Coast Asset Management, LLC. | 0.26% | No change | 2,746 | $744K |
| CoreCap Advisors, LLC | 0.03% | Add +866.2% | 2,744 | $743K |
| LifePlan Investment Advisors, Inc. | 0.43% | New | 2,738 | $742K |
| DKM Wealth Management, Inc. | 0.72% | Add +6.7% | 2,727 | $739K |
| Venturi Wealth Management, LLC | 0.04% | Add +7015.8% | 2,704 | $732K |
| Integrity Investment Advisors, LLC | 0.67% | — | 2,700 | $731K |
| Triad Wealth Partners, LLC | 0.23% | New | 2,677 | $725K |
| PKS Advisory Services, LLC | 0.20% | Reduce -18.1% | 2,652 | $718K |
| Debussy Capital Management LP | 0.12% | Reduce -20.0% | 2,644 | $716K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +97.0% | 2,640 | $715K |
| Breed's Hill Capital LLC | 0.38% | No change | 2,600 | $704K |
| Schnieders Capital Management LLC | 0.15% | Reduce -6.8% | 2,599 | $704K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +12.0% | 2,595 | $703K |
| Indiana Trust & Investment Management Co | 0.25% | No change | 2,569 | $696K |
| Asset Management Group, Inc. | 0.13% | Add +0.1% | 2,562 | $694K |
| Soundwatch Capital LLC | 0.32% | No change | 2,560 | $693K |
| First Citizens Financial Corp | 0.39% | Add +1.2% | 2,558 | $693K |
| Mission Wealth Management, LP | 0.02% | Add +0.2% | 2,549 | $690K |
| Gimbal Financial | 0.62% | No change | 2,548 | $690K |
| Interchange Capital Partners, LLC | 0.19% | New | 2,525 | $684K |
| RHS Financial, LLC | 0.38% | Add +2.3% | 2,483 | $672K |
| Aspire Private Capital, LLC | 0.16% | Add +103.9% | 2,426 | $657K |
| Principal Securities, Inc. | 0.01% | No change | 2,269 | $655K |
| Flagship Private Wealth, LLC | 0.31% | Reduce -2.2% | 2,416 | $654K |
| Lansing Street Advisors | 0.22% | Add +50.9% | 2,406 | $652K |
| 1834 Investment Advisors Co. | 0.08% | New | 2,406 | $652K |
| Focus Financial Network, Inc. | 0.03% | Add +99.9% | 2,385 | $646K |
| Matthew Goff Investment Advisor, LLC | 0.12% | No change | 2,369 | $642K |
| Fairvoy Private Wealth, LLC | 0.18% | Add +131.6% | 2,362 | $640K |
| Fort Point Capital Partners LLC | 0.07% | No change | 2,359 | $639K |
| Howard Capital Management Group, LLC | 0.05% | No change | 2,345 | $635K |
| Stillwater Wealth Management Group | 0.55% | New | 2,343 | $635K |
| Confluence Wealth Services, Inc. | 0.04% | Reduce -55.1% | 2,448 | $634K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -1.3% | 2,324 | $629K |
| Lanark Financial, Inc. | 0.05% | — | 2,288 | $619K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +44.6% | 2,280 | $617K |
| Salomon & Ludwin, LLC | 0.07% | No change | 2,258 | $612K |
| Diversified Trust Co. | 0.02% | Reduce -13.1% | 2,253 | $610K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -1.9% | 2,253 | $610K |
| Baron Wealth Management LLC | 0.27% | No change | 2,236 | $606K |
| Trifecta Capital Advisors, LLC | 0.13% | No change | 2,230 | $604K |
| Commonwealth Retirement Investments LLC | 0.24% | New | 2,209 | $598K |
| Chemistry Wealth Management LLC | 0.14% | Reduce -5.9% | 2,191 | $593K |
| Paulson Wealth Management Inc. | 0.17% | No change | 2,188 | $593K |
| Hourglass Capital, LLC | 0.15% | Reduce -6.8% | 2,180 | $590K |
| Weaver Consulting Group | 0.18% | No change | 2,174 | $589K |
| Becker Capital Management Inc. | 0.02% | New | 2,172 | $588K |
| Portland Global Advisors LLC | 0.07% | No change | 2,166 | $587K |
| Magnus Financial Group LLC | 0.06% | Add +30.7% | 2,162 | $586K |
| LGT Financial Advisors LLC | 1.78% | Add +141.2% | 2,147 | $582K |
| PUREfi Wealth, LLC | 0.58% | New | 2,143 | $580K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +7.5% | 2,141 | $580K |
| Belpointe Asset Management LLC | 0.03% | New | 2,140 | $580K |
| CenterStar Asset Management, LLC | 0.83% | New | 2,136 | $579K |
| Bawa N Mallick Trust | 0.27% | No change | 2,099 | $568K |
| Mitchell Sinkler & Starr | 0.16% | No change | 2,098 | $568K |
| IFG Advisory, LLC | 0.03% | New | 2,090 | $566K |
| Kaydan Wealth Management, Inc. | 0.18% | New | 2,075 | $562K |
| Portland Financial Advisors Inc | 1.37% | No change | 1,981 | $537K |
| Neuberger Berman Group LLC | 0.00% | Add +1.1% | 1,965 | $532K |
| Elm Partners Management LLC | 0.03% | No change | 1,960 | $531K |
| Fidelis Capital Partners, LLC | 0.05% | Reduce -1.8% | 1,919 | $514K |
| Mascagni Wealth Management, Inc. | 0.51% | No change | 1,895 | $513K |
| Avantra Family Wealth, Inc. | 0.49% | Add +12.0% | 1,888 | $511K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +98.2% | 1,887 | $511K |
| ICONIQ Capital, LLC | 0.01% | Reduce -6.2% | 1,883 | $510K |
| World Equity Group, Inc. | 0.15% | Add +157.3% | 1,878 | $509K |
| Venture Visionary Partners LLC | 0.02% | New | 1,865 | $505K |
| Balance Wealth Partners LLC | 0.32% | — | 1,846 | $500K |
| Oliver Luxxe Assets LLC | 0.09% | Reduce -25.1% | 1,844 | $499K |
| Blue Bell Private Wealth Management, LLC | 0.09% | No change | 1,841 | $499K |
| Glenview Trust Co | 0.01% | No change | 1,831 | $496K |
| Legacy Wealth Management, LLC / MS | 0.16% | Reduce -13.7% | 1,831 | $496K |
| SkyOak Wealth, LLC | 0.11% | Reduce -0.3% | 1,830 | $496K |
| Evolution Wealth Advisors, LLC | 0.08% | No change | 1,824 | $494K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,817 | $492K |
| Willis Investment Counsel | 0.03% | No change | 1,781 | $482K |
| PFG Advisors | 0.03% | Add +13.6% | 1,777 | $481K |
| Raleigh Capital Management Inc. | 0.22% | Add +2624.6% | 1,771 | $480K |
| Arcadia Wealth Management, LLC | 0.23% | Add +11.2% | 1,742 | $472K |
| Northstar Asset Management Inc. | 0.14% | Reduce -17.3% | 1,729 | $468K |
| Beacon Bridge Wealth Partners, LLC | 0.20% | No change | 1,725 | $467K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.1% | 1,724 | $467K |
| Golden State Wealth Management, LLC | 0.07% | Add +3.9% | 1,720 | $466K |
| Russell Investments Group, Ltd. | 0.00% | Add +85250.0% | 1,707 | $462K |
| Aspen Investment Management Inc | 0.21% | No change | 1,700 | $460K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +102.3% | 1,671 | $453K |
| Brookwood Investment Group LLC | 0.08% | — | 1,671 | $453K |
| NorthRock Partners, LLC | 0.01% | Reduce -1.5% | 1,650 | $447K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 1,645 | $446K |
| Apella Capital, LLC | 0.02% | Reduce -5.0% | 1,682 | $445K |
| United Asset Strategies, Inc. | 0.04% | No change | 1,643 | $445K |
| Birchcreek Wealth Management, LLC | 0.28% | No change | 1,628 | $441K |
| High Probability Advisors, LLC | 0.07% | No change | 1,610 | $436K |
| King Wealth Management Group | 0.07% | Add +6.6% | 1,611 | $436K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.5% | 1,606 | $435K |
| Abacus Wealth Partners, LLC | 0.07% | No change | 1,604 | $434K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,579 | $428K |
| D. E. Shaw & Co. | 0.00% | New | 1,578 | $427K |
| Oldfather Financial Services, LLC | 0.16% | No change | 1,572 | $426K |
| BCGM Wealth Management, LLC | 0.13% | New | 1,571 | $426K |
| Integrated Advisors Network LLC | 0.02% | Add +0.2% | 1,562 | $423K |
| AdvisorNet Financial, Inc | 0.03% | Add +29.6% | 1,558 | $422K |
| TD Asset Management Inc | 0.00% | Reduce -6.3% | 1,557 | $422K |
| First Heartland Consultants, Inc. | 0.04% | New | 1,554 | $421K |
| Heck Capital Advisors, LLC | 0.05% | New | 1,547 | $419K |
| HighMark Wealth Management LLC | 0.25% | No change | 1,538 | $416K |
| Ameriflex Group, Inc. | 0.17% | Add +312.6% | 1,535 | $416K |
| Milestone Asset Management Group, LLC | 0.37% | No change | 1,514 | $410K |
| Calton & Associates, Inc. | 0.09% | Reduce -11.4% | 1,512 | $409K |
| Savant Capital, LLC | 0.00% | Reduce -50.1% | 1,508 | $408K |
| MA Private Wealth | 0.08% | Reduce -0.3% | 1,493 | $404K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.0% | 1,492 | $404K |
| GeoWealth Management, LLC | 0.02% | Reduce -96.4% | 1,485 | $402K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.5% | 1,481 | $401K |
| International Assets Investment Management, LLC | 0.04% | Add +1.8% | 1,477 | $400K |
| Aprio Wealth Management, LLC | 0.05% | Add +2.0% | 1,457 | $395K |
| Centaurus Financial, Inc. | 0.02% | Add +172.9% | 1,452 | $393K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 1,447 | $392K |
| Lifeworks Advisors, LLC | 0.07% | Add +102.0% | 1,446 | $392K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 1,443 | $391K |
| Gould Asset Management LLC | 0.08% | No change | 1,440 | $390K |
| Simon Quick Advisors, LLC | 0.02% | Add +13.6% | 1,431 | $388K |
| Atlatl Advisers LLC | 0.25% | Add +1477.8% | 1,420 | $385K |
| Capital Wealth Alliance, LLC | 0.23% | Reduce -2.7% | 1,411 | $382K |
| Absolute Capital Management, LLC | 0.22% | New | 1,406 | $381K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | Add +1.2% | 1,398 | $379K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,394 | $378K |
| Old Port Advisors | 0.11% | No change | 1,390 | $376K |
| Advus Financial Partners, LLC | 0.11% | New | 1,388 | $376K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -0.2% | 1,362 | $368K |
| FLP Wealth Management, LLC | 1.17% | Reduce -17.9% | 1,357 | $368K |
| Focused Wealth Management, Inc | 0.05% | Reduce -0.5% | 1,346 | $365K |
| Skyline Advisors, Inc. | 0.14% | No change | 1,323 | $358K |
| Spinnaker Trust | 0.02% | No change | 1,321 | $358K |
| Bricktown Capital, LLC | 0.07% | No change | 1,294 | $350K |
| Flputnam Investment Management Co. | 0.01% | Reduce -4.5% | 1,287 | $349K |
| Romano Brothers and Company | 0.04% | No change | 1,270 | $344K |
| Seneca House Advisors | 0.15% | Add +0.1% | 1,269 | $344K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Add +4.9% | 1,269 | $344K |
| Tompkins Financial Corp. | 0.03% | No change | 1,258 | $341K |
| Qube Research & Technologies Ltd | 0.00% | Add +6.9% | 1,252 | $339K |
| Choate Investment Advisors | 0.01% | New | 1,234 | $334K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 1,226 | $332K |
| Watts Gwilliam & Co., LLC | 0.07% | Reduce -18.3% | 1,214 | $329K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -3.5% | 1,213 | $329K |
| Aft, Forsyth & Company, Inc. | 0.18% | No change | 1,210 | $328K |
| Two Sigma Securities, LLC | 0.05% | New | 1,200 | $325K |
| Leith Wheeler Investment Counsel Ltd. | 0.02% | No change | 1,200 | $325K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.1% | 1,197 | $324K |
| Capital Square, LLC | 0.19% | Add +3.0% | 1,189 | $322K |
| Oxford Financial Group, LTD. LLC | 0.02% | Add +27.2% | 1,178 | $319K |
| Hilltop Wealth Advisors, LLC | 0.18% | New | 1,175 | $318K |
| Gutierrez Wealth Advisory, LLC | 0.26% | Add +1.0% | 1,171 | $317K |
| High Note Wealth, LLC | 0.08% | No change | 1,166 | $316K |
| Maia Wealth LLC | 0.07% | Reduce -4.6% | 1,203 | $315K |
| Bison Wealth, LLC | 0.03% | No change | 1,156 | $313K |
| Capital A Wealth Management, LLC | 0.32% | Reduce -42.3% | 1,132 | $307K |
| Creative Financial Designs Inc. | 0.02% | Add +0.1% | 1,129 | $306K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 1,126 | $305K |
| BOS Asset Management, LLC | 0.10% | No change | 1,114 | $302K |
| Ballentine Partners, LLC | 0.01% | No change | 1,110 | $301K |
| Sierra Ocean, LLC | 0.24% | No change | 1,109 | $300K |
| Smartleaf Asset Management LLC | 0.03% | Add +181.3% | 1,114 | $300K |
| Financial Counselors Inc. | 0.00% | Add +33.2% | 1,108 | $300K |
| Cannell & Spears LLC | 0.01% | Reduce -2.2% | 1,103 | $299K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -20.3% | 1,101 | $298K |
| BIP Wealth, LLC | 0.02% | Reduce -6.4% | 1,093 | $296K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -4.9% | 1,068 | $289K |
| Optas, LLC | 0.05% | Reduce -4.0% | 1,066 | $289K |
| Advance Capital Management, Inc. | 0.01% | Add +34.0% | 1,064 | $288K |
| Arthur M. Cohen & Associates, LLC | 0.05% | Add +0.1% | 1,057 | $286K |
| Private Trust Co. NA | 0.03% | Add +206.4% | 1,051 | $285K |
| Melfa Wealth Management, Inc. | 0.19% | No change | 1,050 | $284K |
| Marco Investment Management LLC | 0.03% | No change | 1,050 | $284K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -87.4% | 1,050 | $284K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 1,049 | $284K |
| Ade, LLC | 0.16% | No change | 1,045 | $283K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 1,040 | $282K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,039 | $281K |
| Haven Private, LLC | 0.16% | New | 1,031 | $279K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -34.8% | 1,029 | $279K |
| QRG Capital Management, Inc. | 0.00% | New | 1,024 | $277K |
| Whittier Trust Co. | 0.00% | No change | 1,024 | $277K |
| Permanent Capital Management, LP | 0.08% | New | 1,022 | $277K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,020 | $276K |
| Cambridge Financial Group, LLC | 0.12% | No change | 1,012 | $274K |
| Asset Dedication, LLC | 0.02% | No change | 1,012 | $274K |
| WPWealth LLP | 0.05% | No change | 1,006 | $272K |
| Ascent Wealth Partners, LLC | 0.04% | No change | 1,006 | $272K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 1,000 | $271K |
| SPC Financial, Inc. | 0.02% | No change | 1,000 | $271K |
| HSBC Holdings PLC | 0.00% | Reduce -50.0% | 1,000 | $271K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -8.3% | 990 | $268K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | New | 980 | $265K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -4.4% | 980 | $265K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 965 | $261K |
| Two West Capital Advisors LLC | 0.22% | New | 1,004 | $261K |
| ForthRight Wealth Management, LLC | 0.09% | Reduce -4.7% | 964 | $261K |
| Kelly Financial Group LLC | 0.08% | Reduce -1.1% | 958 | $259K |
| CLG LLC | 0.09% | Reduce -0.9% | 952 | $258K |
| Semus Wealth Partners LLC | 0.18% | New | 952 | $258K |
| Hanover Advisors Inc. | 0.11% | No change | 950 | $257K |
| Greenleaf Trust | 0.00% | No change | 950 | $257K |
| Traynor Capital Management, Inc. | 0.02% | Add +0.1% | 942 | $255K |
| Foster & Motley Inc. | 0.02% | Reduce -18.3% | 943 | $255K |
| Lyell Wealth Management, LP | 0.02% | No change | 940 | $255K |
| FLC Capital Advisors | 0.06% | No change | 936 | $253K |
| Transce3nd, LLC | 0.11% | Add +56.7% | 934 | $253K |
| Crewe Advisors LLC | 0.04% | No change | 933 | $253K |
| Chronos Wealth Management, LLC | 0.13% | Reduce -7.7% | 925 | $251K |
| CW Advisors, LLC | 0.00% | New | 911 | $248K |
| First Merchants Corp. | 0.01% | No change | 915 | $248K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +3.5% | 905 | $245K |
| Payne Capital Management, LLC | 0.10% | No change | 900 | $244K |
| Thomas Story & Son LLC | 0.09% | No change | 900 | $244K |
| Wealth Architects, LLC | 0.03% | No change | 900 | $244K |
| Garde Capital, Inc. | 0.01% | No change | 896 | $243K |
| Clare Market Investments LLC | 0.06% | No change | 895 | $242K |
| Accredited Wealth Management, LLC | 0.20% | No change | 890 | $241K |
| Global Wealth Management, LLC | 0.14% | No change | 887 | $240K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 880 | $238K |
| Lloyd Advisory Services, LLC. | 0.12% | Add +2.8% | 872 | $236K |
| Napatree Capital LLC | 0.13% | No change | 870 | $236K |
| Chesley Taft & Associates LLC | 0.01% | No change | 870 | $236K |
| Essex Bank | 0.06% | No change | 870 | $236K |
| Soltis Investment Advisors LLC | 0.02% | No change | 869 | $235K |
| Almanack Investment Partners, LLC. | 0.05% | Reduce -20.2% | 868 | $235K |
| 1900 Wealth Management LLC | 0.02% | Reduce -29.9% | 866 | $235K |
| SBI Securities Co., Ltd. | 0.01% | Add +17.0% | 866 | $235K |
| Game Plan Financial Advisors, LLC | 0.13% | No change | 862 | $233K |
| Cibc World Market Inc. | 0.00% | New | 859 | $233K |
| Heritage Wealth Management, Inc. | 0.20% | Reduce -1.6% | 856 | $232K |
| Sheridan Capital Management, LLC | 0.17% | Add +6.2% | 852 | $231K |
| Essex Financial Services, Inc. | 0.02% | Reduce -4.5% | 850 | $230K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 846 | $229K |
| Integrity Alliance, Llc. | 0.01% | New | 838 | $227K |
| Mosaic Advisors LLC | 0.34% | New | 836 | $227K |
| VestGen Investment Management | 0.17% | New | 834 | $226K |
| Michels Family Financial, LLC | 0.20% | Add +0.1% | 834 | $226K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | Reduce -5.0% | 827 | $224K |
| Strategic Financial Concepts, LLC | 0.04% | Add +4.3% | 827 | $224K |
| GWN Securities Inc. | 0.01% | Reduce -43.8% | 826 | $223K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 824 | $223K |
| Bell Bank | 0.01% | No change | 822 | $223K |
| Enzi Wealth | 0.09% | No change | 834 | $221K |
| Welch Group, LLC | 0.01% | No change | 820 | $221K |
| McGuire Investment Group, LLC | 0.03% | No change | 805 | $218K |
| Carolinas Wealth Consulting LLC | 0.05% | Add +0.1% | 803 | $217K |
| Gilliland Jeter Wealth Management LLC | 0.08% | New | 802 | $217K |
| Compound Planning, Inc. | 0.01% | Reduce -1.4% | 797 | $216K |
| WBH Advisory Inc. | 0.02% | Reduce -2.1% | 796 | $216K |
| Pacific Sage Partners, LLC | 0.05% | No change | 794 | $215K |
| Waller Financial Planning Group, Inc. | 0.06% | New | 790 | $214K |
| WealthCollab, LLC | 0.13% | No change | 787 | $213K |
| RIA Advisory Group LLC | 0.07% | Reduce -96.3% | 780 | $211K |
| Johnson Financial Group, Inc. | 0.01% | No change | 775 | $210K |
| Byrne Asset Management LLC | 0.18% | New | 772 | $209K |
| Pictet North America Advisors SA | 0.02% | No change | 765 | $207K |
| First Foundation Advisors | 0.01% | Add +5.0% | 761 | $206K |
| Future Financial Wealth Managment LLC | 0.15% | Reduce -18.1% | 760 | $206K |
| Modera Wealth Management, LLC | 0.00% | No change | 759 | $206K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.1% | 756 | $205K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 748 | $203K |
| GM Advisory Group, LLC | 0.01% | Reduce -8.5% | 745 | $202K |
| TCP Asset Management, LLC | 0.04% | No change | 740 | $200K |
| Barclays PLC | 0.00% | No change | 700 | $190K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.1% | 688 | $186K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 676 | $183K |
| Deutsche Bank AG | 0.00% | No change | 646 | $175K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 632 | $171K |
| West Branch Capital LLC | 0.06% | Add +0.2% | 613 | $166K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +117.6% | 607 | $165K |
| Atala Financial Inc | 0.12% | No change | 591 | $160K |
| Colonial Trust Advisors | 0.01% | Reduce -41.9% | 567 | $154K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -5.9% | 525 | $142K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 522 | $141K |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +2304.8% | 505 | $137K |
| First Financial Corp. | 0.06% | No change | 488 | $132K |
| United Community Bank | 0.05% | No change | 475 | $129K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -9.6% | 462 | $125K |
| New Republic Capital, LLC | 0.05% | Add +1328.1% | 457 | $124K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 450 | $122K |
| Allworth Financial LP | 0.00% | Add +1.8% | 457 | $121K |
| North Star Investment Management Corp. | 0.01% | Reduce -0.5% | 447 | $121K |
| Harbor Investment Advisory, LLC | 0.01% | Add +6.4% | 435 | $118K |
| Harbour Investments, Inc. | 0.00% | Reduce -43.2% | 415 | $112K |
| Collier Financial | 0.09% | Reduce -1.3% | 396 | $107K |
| Acropolis Investment Management, LLC | 0.01% | No change | 387 | $105K |
| Balentine LLC | 0.00% | No change | 382 | $103K |
| Painted Porch Advisors LLC | 0.04% | No change | 372 | $101K |
| Cape Investment Advisory, Inc. | 0.04% | Add +2883.3% | 358 | $97K |
| Millstone Evans Group, LLC | 0.06% | New | 328 | $89K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 325 | $88K |
| Global Financial Private Client, LLC | 0.03% | Add +2085.7% | 306 | $83K |
| Asset Planning,Inc | 0.06% | No change | 300 | $81K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 299 | $81K |
| PrairieView Partners, LLC | 0.01% | No change | 300 | $81K |
| ORG Partners LLC | 0.02% | Add +13.5% | 294 | $80K |
| TruNorth Capital Management, LLC | 0.02% | No change | 294 | $80K |
| Colonial Trust Co / SC | 0.01% | No change | 264 | $71K |
| Northwest Capital Management Inc | 0.03% | No change | 263 | $71K |
| PSI Advisors, LLC | 0.02% | No change | 255 | $69K |
| True Wealth Design, LLC | 0.03% | No change | 250 | $68K |
| Eastern Bank | 0.00% | No change | 249 | $67K |
| Copia Wealth Management | 0.06% | No change | 248 | $67K |
| Abound Wealth Management | 0.02% | Reduce -8.9% | 247 | $67K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 241 | $65K |
| Barrett & Company, Inc. | 0.03% | Add +0.4% | 240 | $65K |
| Bokf, NA | 0.00% | Reduce -28.4% | 237 | $64K |
| Larson Financial Group LLC | 0.00% | Reduce -4.9% | 233 | $63K |
| Rhumbline Advisers | 0.00% | Reduce -46.2% | 233 | $63K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 224 | $61K |
| American National Bank & Trust | 0.01% | No change | 212 | $57K |
| Orion Capital Management LLC | 0.02% | No change | 195 | $53K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 193 | $52K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 181 | $49K |
| Clark Wealth Partners | 0.04% | New | 181 | $49K |
| Concord Wealth Partners | 0.01% | No change | 179 | $48K |
| NBT Bank, N.A. | 0.00% | No change | 162 | $44K |
| Coston, McIsaac & Partners | 0.01% | Reduce -24.1% | 157 | $42K |
| Archer Investment Corp | 0.01% | No change | 153 | $41K |
| Marquette Associates, Inc. | 0.04% | No change | 150 | $41K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -37.5% | 150 | $41K |
| Anfield Capital Management, LLC | 0.01% | No change | 148 | $40K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 145 | $39K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +74.7% | 145 | $39K |
| Arax Advisory Partners | 0.00% | New | 140 | $38K |
| Glassman Wealth Services | 0.01% | No change | 135 | $37K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 133 | $36K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 122 | $33K |
| Cornerstone Planning Group LLC | 0.01% | Add +958.3% | 127 | $33K |
| Robinswood Financial LLC | 0.01% | No change | 121 | $33K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -9.5% | 105 | $28K |
| Islay Capital Management, LLC | 0.02% | No change | 100 | $27K |
| JDM Financial Group LLC | 0.01% | No change | 100 | $27K |
| FWL Investment Management, LLC | 0.01% | No change | 100 | $27K |
| Operose Advisors LLC | 0.01% | No change | 100 | $27K |
| Arlington Trust Co LLC | 0.01% | No change | 100 | $27K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -55.3% | 97 | $26K |
| Chilton Capital Management LLC | 0.00% | Reduce -37.0% | 97 | $26K |
| CX Institutional | 0.00% | New | 93 | $25K |
| TFC Financial Management, Inc. | 0.00% | No change | 90 | $24K |
| MCF Advisors LLC | 0.00% | No change | 89 | $24K |
| Trust Co | 0.00% | No change | 87 | $24K |
| GAMMA Investing LLC | 0.00% | No change | 85 | $23K |
| Evermay Wealth Management LLC | 0.00% | No change | 77 | $21K |
| Quadrant Capital Group LLC | 0.00% | No change | 76 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 76 | $21K |
| Park Place Capital Corp | 0.00% | No change | 65 | $18K |
| Topsail Wealth Management, LLC | 0.00% | No change | 65 | $18K |
| Caldwell Trust Co | 0.00% | No change | 64 | $17K |
| Anchor Investment Management, LLC | 0.00% | No change | 64 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 64 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | New | 62 | $17K |
| Sound Income Strategies, LLC | 0.00% | Add +588.9% | 62 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -14.3% | 60 | $16K |
| WASHINGTON TRUST Co | 0.00% | No change | 52 | $14K |
| DecisionPoint Financial, LLC | 0.00% | No change | 51 | $14K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $14K |
| Flaharty Asset Management, LLC | 0.00% | New | 50 | $14K |
| Sandy Spring Bank | 0.00% | No change | 50 | $14K |
| Peoples Financial Services Corp. | 0.01% | No change | 50 | $14K |
| Murphy & Mullick Capital Management Corp | 0.01% | New | 49 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.6% | 49 | $13K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 48 | $13K |
| BNP Paribas Financial Markets | 0.00% | Add +29.7% | 48 | $13K |
| Noble Wealth Management PBC | 0.01% | No change | 47 | $13K |
| Sage Mountain Advisors LLC | 0.00% | No change | 47 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 47 | $13K |
| Newton One Investments LLC | 0.00% | No change | 46 | $13K |
| Breakwater Investment Management | 0.01% | No change | 45 | $12K |
| Angeles Wealth Management, LLC | 0.00% | No change | 43 | $12K |
| IMG Wealth Management, Inc. | 0.01% | New | 41 | $11K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 39 | $11K |
| Key Financial Inc | 0.00% | No change | 37 | $10K |
| Paladin Advisory Group, LLC | 0.01% | No change | 36 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 36 | $10K |
| IMA Advisory Services, Inc. | 0.00% | New | 36 | $10K |
| Dunhill Financial, LLC | 0.00% | Reduce -2.9% | 34 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 34 | $9K |
| Pineridge Advisors LLC | 0.00% | Reduce -50.8% | 33 | $9K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 33 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 33 | $9K |
| Crews Bank & Trust | 0.00% | No change | 33 | $9K |
| Tucker Asset Management LLC | 0.00% | No change | 32 | $9K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 32 | $9K |
| Bogart Wealth, LLC | 0.00% | New | 29 | $8K |
| Towne Trust Company, N.A | 0.00% | New | 27 | $7K |
| Silicon Valley Capital Partners | 0.00% | No change | 25 | $7K |
| Grand Wealth Management, LLC | 0.00% | No change | 25 | $7K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 22 | $6K |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $6K |
| Richardson Capital Management LLC | 0.00% | New | 21 | $6K |
| Alpine Bank Wealth Management | 0.00% | — | 20 | $5K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 15 | $4K |
| Rakuten Securities, Inc. | 0.00% | Add +7.1% | 15 | $4K |
| MGB Wealth Management, LLC | 0.00% | No change | 15 | $4K |
| WPG Advisers, LLC | 0.00% | New | 14 | $4K |
| Park Square Financial Group, LLC | 0.00% | New | 14 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 14 | $4K |
| CENTRAL TRUST Co | 0.00% | Reduce -71.4% | 14 | $4K |
| North Capital, Inc. | 0.00% | — | 9 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 9 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 9 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 8 | $2K |
| Rice Partnership, LLC | 0.00% | New | 8 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 6 | $2K |
| Kessler Investment Group, LLC | 0.00% | No change | 5 | $1K |
| McIlrath & Eck, LLC | 0.00% | No change | 5 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 4 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 2 | $541 |
"% of holder's portfolio" is OEF's weight in each manager's 13F, not the share of iShares S&P 100 ETF the manager owns.