iShares S&P 100 ETFOEFETF
13F holders, Q2 2025 (June 30)941holders +49
95new positions
44sold out
4famous investors
$304.28avg. 13F price*
At the end of Q2 2025, 941 institutions reported holding iShares S&P 100 ETF (OEF) in their 13F filings, up 49 from Q1 2025. 95 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($2.0B), Envestnet Asset Management Inc. ($1.8B) and Fifth Third Bancorp ($816.3M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares S&P 100 ETF
- CUSIP
- 464287101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $387.0M |
| Exits | 44 | $46.3M |
All 13F filers, Q1 2025 → Q2 2025: 8,061,531 shares bought and 1,637,745 shares sold, net +6,423,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 941 holders
| Bank of America Corp. | 0.16% | Add +2.6% | 6,572,075 | $2.0B |
| Envestnet Asset Management Inc. | 0.52% | Add +43.5% | 5,889,620 | $1.8B |
| Fifth Third Bancorp | 2.82% | Add +9.6% | 2,682,128 | $816.3M |
| LPL Financial LLC | 0.27% | Add +48.9% | 2,679,008 | $815.4M |
| JPMorgan Chase & Co. | 0.04% | Add +3.0% | 2,097,700 | $638.4M |
| Jones Financial Companies LLLP | 0.46% | Add +0.4% | 1,987,578 | $602.5M |
| Morgan Stanley | 0.04% | Add +16.9% | 1,875,833 | $570.9M |
| Goldman Sachs Group Inc. | 0.06% | Add +0.2% | 1,147,915 | $349.4M |
| Cresset Asset Management, LLC | 1.27% | Reduce -11.8% | 829,592 | $252.5M |
| Focus Partners Wealth | 0.51% | Add +0.8% | 769,238 | $234.1M |
| Ieq Capital, LLC | 1.35% | Reduce -10.1% | 724,123 | $220.4M |
| UBS Group AG | 0.05% | Add +5.0% | 717,633 | $218.4M |
| Wells Fargo & Company | 0.05% | Add +7.3% | 673,738 | $205.1M |
| Kestra Advisory Services, LLC | 0.98% | Add +3.8% | 656,545 | $199.8M |
| BlackRock, Inc. | 0.00% | Add +49.8% | 616,209 | $187.5M |
| Park Avenue Securities LLC | 1.57% | New | 561,729 | $171.0M |
| Envestnet Portfolio Solutions, Inc. | 0.61% | Add +32.9% | 543,312 | $165.4M |
| Cwm, LLC | 0.55% | Add +23.2% | 511,639 | $155.7M |
| Two Sigma Investments, LP | 0.28% | Add +129.0% | 481,100 | $146.4M |
| MML Investors Services, LLC | 0.41% | Add +52.7% | 462,730 | $140.8M |
| Evoke Wealth, LLC | 3.01% | Reduce -0.9% | 421,785 | $128.4M |
| Ameriprise Financial Inc. | 0.03% | Add +22.4% | 403,477 | $122.8M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -23.2% | 398,590 | $121.3M |
| NorthCoast Asset Management LLC | 0.47% | Reduce -3.2% | 361,217 | $109.9M |
| Cetera Investment Advisers | 0.18% | Add +31.7% | 358,828 | $109.2M |
| Raymond James Financial Inc. | 0.04% | Reduce -1.7% | 354,451 | $107.9M |
| OneDigital Investment Advisors LLC | 1.19% | Add +29.6% | 352,669 | $107.3M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +16.6% | 344,051 | $104.7M |
| Commonwealth Equity Services, LLC | 0.14% | Add +32.1% | 337,735 | $102.8M |
| Janney Montgomery Scott LLC | 0.24% | Add +38.9% | 295,418 | $89.9M |
| Bank of New York Mellon Corp | 0.02% | Add +45.1% | 273,677 | $83.3M |
| NewEdge Advisors, LLC | 0.40% | Add +52.7% | 256,235 | $78.0M |
| Sanctuary Advisors, LLC | 0.46% | Add +18.1% | 245,859 | $74.8M |
| CM Wealth Advisors LLC | 21.67% | Add +0.6% | 241,985 | $73.6M |
| Dynasty Wealth Management, LLC | 1.17% | Reduce -11.6% | 225,964 | $68.8M |
| Bluespring Wealth Management, LLC | 6.07% | Add +7.6% | 209,634 | $63.8M |
| Royal Bank of Canada | 0.01% | Add +37.8% | 206,136 | $62.7M |
| Mariner, LLC | 0.09% | Add +3.2% | 197,515 | $60.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.21% | New | 193,670 | $58.9M |
| JB Capital LLC | 2.82% | Add +56.4% | 191,196 | $58.2M |
| Bank of Montreal | 0.03% | Reduce -0.5% | 183,616 | $55.9M |
| Citigroup Inc. | 0.04% | Add +0.1% | 172,936 | $52.6M |
| Ensign Peak Advisors, Inc | 0.09% | New | 170,477 | $51.9M |
| Cerity Partners LLC | 0.09% | Reduce -2.2% | 170,459 | $51.9M |
| FMR LLC | 0.00% | Reduce -1.9% | 167,735 | $51.0M |
| Foundations Investment Advisors, LLC | 0.80% | Add +44.5% | 166,007 | $50.5M |
| Signaturefd, LLC | 0.85% | Reduce -1.8% | 163,797 | $49.9M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +17.5% | 160,810 | $48.9M |
| United Capital Financial Advisors, LLC | 0.39% | Add +41.6% | 158,609 | $48.3M |
| Agf Management Ltd. | 0.21% | Reduce -1.4% | 154,080 | $46.9M |
| Stifel Financial Corp. | 0.04% | Add +9.1% | 145,849 | $44.4M |
| Osaic Holdings, Inc. | 0.08% | Add +28.0% | 144,157 | $43.8M |
| Integrated Wealth Concepts LLC | 0.43% | Add +0.1% | 139,349 | $42.4M |
| Quantinno Capital Management LP | 0.18% | Add +63.7% | 136,044 | $41.4M |
| Alps Advisors Inc. | 0.24% | Reduce -11.2% | 134,722 | $41.0M |
| Pathstone Holdings, LLC | 0.15% | Add +39.2% | 130,600 | $38.9M |
| Amplius Wealth Advisors, LLC | 3.60% | Add +34.9% | 127,352 | $38.8M |
| Dorsey & Whitney Trust CO LLC | 2.01% | No change | 124,725 | $38.0M |
| Steward Partners Investment Advisory, LLC | 0.29% | Add +10.2% | 122,174 | $37.2M |
| Financial Partners Group, Inc | 4.86% | Reduce -0.8% | 115,521 | $35.2M |
| AQR Capital Management | 0.03% | Reduce -13.7% | 113,487 | $34.5M |
| Truist Financial Corp. | 0.05% | Add +22.6% | 111,790 | $34.0M |
| Oakworth Capital, Inc. | 2.05% | Reduce -0.2% | 104,716 | $31.9M |
| Demars Financial Group, LLC | 11.63% | Reduce -46.9% | 99,504 | $30.3M |
| US Bancorp \de | 0.04% | Add +23.5% | 94,402 | $28.7M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -17.9% | 89,063 | $27.1M |
| RIA Advisory Group LLC | 7.96% | Add +11311.7% | 89,011 | $27.1M |
| Ackerman Asset Management, LLC | 21.68% | Reduce -0.8% | 88,918 | $27.1M |
| AE Wealth Management LLC | 0.19% | Add +23.4% | 86,418 | $26.3M |
| IFP Advisors, Inc | 0.73% | Reduce -17.9% | 84,456 | $25.7M |
| Capital Analysts, LLC | 0.83% | Add +8.9% | 81,655 | $24.9M |
| Harbour Trust & Investment Management Co | 2.74% | Add +0.2% | 81,381 | $24.8M |
| Financial Enhancement Group LLC | 3.44% | Add +234.4% | 78,347 | $24.1M |
| Captrust Financial Advisors | 0.05% | Add +1.5% | 78,625 | $23.9M |
| Avantax Advisory Services, Inc. | 0.13% | Add +21.5% | 75,924 | $23.1M |
| Old National Bancorp | 0.41% | Reduce -24.9% | 75,814 | $23.1M |
| Atria Investments, Inc | 0.27% | Add +70.3% | 75,452 | $23.0M |
| One Capital Management, LLC | 0.78% | Reduce -28.1% | 74,414 | $22.6M |
| Merit Financial Group, LLC | 0.24% | Reduce -17.2% | 70,375 | $21.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +26.9% | 69,499 | $21.2M |
| Icon Wealth Advisors, LLC | 1.46% | Add +37.4% | 67,601 | $20.6M |
| &partners | 0.15% | Add +124.3% | 65,048 | $19.8M |
| M&T Bank Corp | 0.07% | Reduce -8.0% | 63,676 | $19.4M |
| Panoramic Capital Partners, LLC | 13.32% | Reduce -0.0% | 62,372 | $19.2M |
| Detalus Advisors, LLC | 5.41% | Add +21.6% | 61,312 | $18.7M |
| Wealth Forward, LLC | 12.33% | Reduce -0.8% | 60,294 | $18.4M |
| Patten & Patten Inc. | 1.17% | Reduce -11.7% | 59,170 | $18.0M |
| CreativeOne Wealth, LLC | 0.47% | Add +86.4% | 59,103 | $18.0M |
| Keebeck Wealth Management | 2.26% | Add +3.9% | 56,671 | $17.2M |
| Investors Research Corp | 3.28% | Add +7.2% | 54,909 | $16.7M |
| Jackson Wealth Management, LLC | 1.82% | Add +2.5% | 54,897 | $16.7M |
| Brown Brothers Harriman & Co. | 0.11% | Add +1.8% | 54,761 | $16.7M |
| TSA Wealth Managment LLC | 5.90% | Add +14.0% | 53,043 | $16.1M |
| Keybank National Association | 0.06% | Reduce -4.2% | 52,636 | $16.0M |
| One Wealth Advisors, LLC | 2.18% | Reduce -4.5% | 51,612 | $15.7M |
| Avid Wealth Partners LLC | 8.90% | Reduce -16.6% | 51,096 | $15.6M |
| Sharkey, Howes & Javer | 2.07% | Add +44.8% | 50,613 | $15.4M |
| Quest Investment Management LLC | 1.69% | Add +6.1% | 50,559 | $15.4M |
| Shepherd Financial Partners LLC | 1.59% | Add +48.1% | 49,471 | $15.1M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 49,120 | $14.9M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +85.3% | 48,790 | $14.8M |
| Ancora Advisors LLC | 0.31% | Reduce -0.0% | 48,090 | $14.6M |
| Meridian Wealth Advisors, LLC | 2.28% | New | 47,395 | $14.4M |
| Country Club Bank | 0.89% | Reduce -2.1% | 46,820 | $14.2M |
| Private Advisor Group, LLC | 0.08% | Add +22.5% | 46,128 | $14.0M |
| Creative Planning | 0.01% | Add +3.7% | 45,862 | $14.0M |
| Cardinal Strategic Wealth Guidance | 3.96% | Add +25.6% | 45,078 | $13.7M |
| Roof Eidam Maycock Peralta, LLC | 3.38% | Reduce -3.9% | 45,059 | $13.7M |
| Fifth Third Wealth Advisors LLC | 0.57% | Add +491.0% | 44,832 | $13.6M |
| Robertson Stephens Wealth Management, LLC | 0.47% | Add +11.6% | 44,654 | $13.6M |
| HighTower Advisors, LLC | 0.02% | Add +6.5% | 44,409 | $13.5M |
| Affinity Capital Advisors, LLC | 2.32% | Add +7.2% | 44,241 | $13.5M |
| Waverly Advisors, LLC | 0.15% | Reduce -0.2% | 43,816 | $13.3M |
| Stone House Investment Management, LLC | 2.44% | Add +48.7% | 43,527 | $13.2M |
| IHT Wealth Management, LLC | 0.36% | Add +29.6% | 43,520 | $13.2M |
| SteelPeak Wealth, LLC | 0.52% | Add +58.5% | 43,506 | $13.2M |
| Cypress Wealth Services, LLC | 2.29% | Add +19.9% | 41,973 | $12.8M |
| Corient Private Wealth LP | 0.02% | Reduce -44.2% | 41,919 | $12.8M |
| High Falls Advisors, Inc | 2.81% | Add +34.1% | 41,750 | $12.7M |
| Wealth Alliance, LLC | 1.40% | Add +18.6% | 41,317 | $12.6M |
| Kelly Financial Services LLC | 3.68% | Add +31.4% | 41,042 | $12.5M |
| McMorgan & Co. LLC | 1.84% | Reduce -0.9% | 40,998 | $12.5M |
| Farther Finance Advisors, LLC | 0.24% | Reduce -1.7% | 39,859 | $12.1M |
| Redwood Investment Management, LLC | 1.28% | Reduce -3.0% | 39,746 | $12.1M |
| Carnegie Investment Counsel | 0.24% | Add +2.5% | 39,469 | $12.0M |
| Natixis Advisors, LLC | 0.02% | Add +12.1% | 38,595 | $11.7M |
| TABR Capital Management, LLC | 10.05% | Add +50.5% | 38,514 | $11.7M |
| Elevation Capital Advisory, LLC | 4.69% | Add +48.9% | 38,444 | $11.7M |
| Atria Wealth Solutions, Inc. | 0.26% | Reduce -35.9% | 38,370 | $11.7M |
| Continuum Advisory, LLC | 1.38% | Add +8.9% | 37,530 | $11.4M |
| First Pacific Financial | 1.68% | Reduce -1.1% | 37,409 | $11.4M |
| ONE Advisory Partners, LLC | 3.77% | Add +30.9% | 36,067 | $11.3M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +19.4% | 36,948 | $11.2M |
| Marshall Wace, LLP | 0.01% | New | 36,772 | $11.2M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +57.5% | 36,061 | $11.0M |
| EP Wealth Advisors, LLC | 0.07% | Add +13.1% | 35,981 | $11.0M |
| Moneco Advisors, LLC | 1.02% | Reduce -22.3% | 35,866 | $10.9M |
| Vicus Capital | 0.89% | Add +5.2% | 35,339 | $10.8M |
| Onyx Bridge Wealth Group LLC | 1.39% | Reduce -23.1% | 34,644 | $10.5M |
| Stokes Family Office, LLC | 1.09% | Add +58.0% | 34,210 | $10.4M |
| Strategic Blueprint, LLC | 0.51% | Add +57.8% | 33,917 | $10.3M |
| Segment Wealth Management, LLC | 0.65% | Reduce -1.9% | 33,561 | $10.2M |
| Perigon Wealth Management, LLC | 0.24% | Add +44.8% | 33,290 | $10.1M |
| Integrity Alliance, Llc. | 0.55% | Add +3837.7% | 32,998 | $10.0M |
| McKinley Carter Wealth Services, Inc. | 0.54% | Add +70.5% | 31,803 | $9.7M |
| Roble, Belko & Company, Inc | 1.39% | Add +0.0% | 31,435 | $9.6M |
| Atticus Wealth Management, LLC | 2.56% | Add +2.3% | 31,194 | $9.5M |
| Stock Yards Bank & Trust Co. | 0.32% | Add +2.3% | 31,153 | $9.5M |
| Equitable Holdings, Inc. | 0.08% | Add +38.2% | 30,715 | $9.3M |
| Fsa Wealth Partners, Inc. | 4.49% | Reduce -67.1% | 30,526 | $9.3M |
| Client First Capital LLC | 4.35% | Add +1.5% | 30,466 | $9.3M |
| Schorn Wealth LLC | 3.06% | Reduce -6.0% | 30,426 | $9.3M |
| Lockheed Martin Investment Management Co. | 0.33% | Reduce -55.8% | 30,000 | $9.1M |
| Kickstand Ventures, Llc. | 2.13% | Reduce -5.8% | 29,969 | $9.1M |
| Canal Capital Management, LLC | 1.42% | Add +0.5% | 29,569 | $9.0M |
| Aft, Forsyth & Sober, LLC | 3.02% | Add +3.5% | 29,450 | $9.0M |
| Wharton Business Group, LLC | 0.37% | Add +6.8% | 29,449 | $8.9M |
| Citadel Advisors | 0.01% | Add +21.7% | 29,049 | $8.8M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -29.8% | 28,958 | $8.8M |
| Keystone Financial Services | 2.97% | Add +50.6% | 28,729 | $8.7M |
| Trek Financial, LLC | 0.57% | Add +49.9% | 28,071 | $8.5M |
| Select Asset Management & Trust | 2.92% | Reduce -12.6% | 28,034 | $8.5M |
| Blue Trust, Inc. | 0.10% | Add +30.9% | 27,965 | $8.5M |
| Financial Life Advisors | 2.87% | Add +4.1% | 27,607 | $8.4M |
| CFS Investment Advisory Services, LLC | 0.69% | Add +21.8% | 27,547 | $8.4M |
| Polianta Ltd | 3.61% | New | 27,500 | $8.4M |
| Sagespring Wealth Partners, LLC | 0.18% | Reduce -87.3% | 27,345 | $8.3M |
| Liberty Wealth Management LLC | 1.30% | Add +33.7% | 27,230 | $8.3M |
| Carret Asset Management, LLC | 0.87% | Reduce -1.3% | 26,801 | $8.2M |
| PMG Wealth Management, Inc. | 6.57% | Add +5.8% | 26,173 | $8.0M |
| Ascent Group, LLC | 0.31% | Reduce -2.5% | 26,139 | $8.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -6.8% | 26,112 | $7.9M |
| W Advisors, LLC | 4.53% | Reduce -0.8% | 25,941 | $7.9M |
| Private Client Services, LLC | 3.04% | Reduce -3.7% | 25,682 | $7.8M |
| Advisory Services Network, LLC | 0.13% | Add +9.4% | 24,910 | $7.8M |
| Pettinga Financial Advisors LLC | 1.70% | Add +1.3% | 25,442 | $7.7M |
| Capital Advisors, Ltd. LLC | 0.95% | Reduce -3.1% | 25,384 | $7.7M |
| Regal Investment Advisors LLC | 0.58% | Add +28.7% | 25,379 | $7.7M |
| Watershed Private Wealth LLC | 2.79% | Add +39.7% | 25,193 | $7.7M |
| D.A. Davidson & Co. | 0.05% | Add +0.9% | 24,577 | $7.5M |
| Savvy Advisors, Inc. | 0.50% | Add +39.8% | 24,428 | $7.4M |
| PAX Financial Group, LLC | 1.39% | Add +43.0% | 23,957 | $7.3M |
| Graham Capital Management, L.P. | 0.22% | New | 23,800 | $7.2M |
| Franklin Resources Inc. | 0.00% | Reduce -3.5% | 23,410 | $7.1M |
| HB Wealth Management, LLC | 0.06% | Reduce -0.9% | 23,054 | $7.0M |
| Family Manage LLC | 1.05% | Add +4.6% | 22,793 | $6.9M |
| Fisher Asset Management | 0.00% | Reduce -40.5% | 22,581 | $6.9M |
| Assetmark, Inc. | 0.02% | Add +61.4% | 22,550 | $6.9M |
| VestGen Advisors, LLC | 0.27% | Add +67.2% | 21,865 | $6.8M |
| Van Hulzen Asset Management, LLC | 0.57% | Add +6.3% | 22,347 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -38.6% | 21,935 | $6.8M |
| Invst, LLC | 0.84% | Add +75.1% | 22,169 | $6.7M |
| Alternative Investment Advisors, LLC. | 3.33% | Add +3.5% | 22,059 | $6.7M |
| Legacy Financial Group LLC | 0.93% | Add +61.5% | 21,991 | $6.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.3% | 21,985 | $6.7M |
| Blair William & Co. | 0.02% | Reduce -0.3% | 21,981 | $6.7M |
| Midwest Capital Advisors, LLC | 3.52% | Add +66.1% | 21,945 | $6.7M |
| Swmg, LLC | 2.23% | Add +106.4% | 21,012 | $6.6M |
| NTV Asset Management LLC | 0.78% | Reduce -0.3% | 21,579 | $6.6M |
| Johnson Investment Counsel Inc. | 0.06% | Reduce -1.4% | 21,573 | $6.6M |
| Manchester Capital Management LLC | 0.85% | Add +6.7% | 21,264 | $6.5M |
| Wealth Group Ltd | 1.64% | Add +384.9% | 21,214 | $6.5M |
| Pinnacle Financial Partners Inc | 0.14% | New | 21,178 | $6.4M |
| SCS Capital Management LLC | 0.07% | Add +1.0% | 21,126 | $6.4M |
| Fulton Breakefield Broenniman LLC | 0.43% | Reduce -0.6% | 21,104 | $6.4M |
| Tidemark, LLC | 2.02% | Add +97.1% | 20,619 | $6.3M |
| Principal Securities, Inc. | 0.12% | Add +803.4% | 20,499 | $6.2M |
| Horst & Graben Wealth Management LLC | 1.01% | Add +51.3% | 20,074 | $6.1M |
| Rothschild Wealth LLC | 1.49% | Add +74.8% | 19,970 | $6.1M |
| KM Capital Management Ltd. | 2.95% | Reduce -12.0% | 19,655 | $6.0M |
| Quadrant Private Wealth Management, LLC | 1.20% | Add +11.2% | 18,998 | $5.8M |
| First Horizon Advisors, Inc. | 0.15% | Add +51.1% | 18,797 | $5.7M |
| JPL Wealth Management, LLC | 1.54% | Add +5.7% | 18,786 | $5.7M |
| Brookstone Capital Management | 0.07% | Add +48.8% | 18,494 | $5.6M |
| WealthShield Partners, LLC | 0.68% | Add +73.1% | 18,375 | $5.6M |
| Security Financial Services, INC. | 0.98% | Reduce -1.6% | 18,243 | $5.6M |
| Culbertson A N & Co. Inc. | 0.85% | Reduce -1.2% | 18,117 | $5.5M |
| GenWealth Group, Inc. | 1.09% | Add +0.2% | 17,820 | $5.4M |
| Citizens Financial Group Inc. | 0.09% | Reduce -0.4% | 17,812 | $5.4M |
| Wedbush Securities Inc. | 0.19% | Add +7.3% | 17,739 | $5.4M |
| Csenge Advisory Group | 0.28% | Add +14.5% | 18,650 | $5.4M |
| Bay Harbor Wealth Management, LLC | 1.56% | Add +73.5% | 17,630 | $5.4M |
| Independence Bank of Kentucky | 0.75% | Add +0.0% | 17,493 | $5.3M |
| Verus Capital Partners, LLC | 0.47% | Add +0.6% | 17,288 | $5.3M |
| Mayflower Financial Advisors, LLC | 0.73% | Reduce -15.3% | 17,179 | $5.2M |
| Perennial Investment Advisors, LLC | 0.50% | Add +72.8% | 17,062 | $5.2M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +8.1% | 17,075 | $5.2M |
| Patton Albertson Miller Group, LLC | 0.68% | Reduce -1.1% | 17,010 | $5.2M |
| Global Retirement Partners, LLC | 0.13% | — | 16,882 | $5.1M |
| Prospera Financial Services Inc | 0.09% | Add +206.9% | 16,532 | $5.0M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +33422.4% | 16,426 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +330.8% | 16,409 | $5.0M |
| Regions Financial Corp. | 0.03% | Add +1.3% | 16,119 | $4.9M |
| Kaydan Wealth Management, Inc. | 1.61% | Add +676.5% | 16,113 | $4.9M |
| Sovran Advisors, LLC | 0.51% | Add +66.3% | 15,879 | $4.8M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +1.0% | 15,906 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +22.5% | 15,663 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +68.0% | 15,650 | $4.8M |
| Fifth Third Securities, Inc. | 0.36% | Reduce -4.0% | 15,632 | $4.8M |
| McAdam, LLC | 0.26% | Add +36.1% | 15,607 | $4.7M |
| Mutual Advisors, LLC | 0.12% | Add +20.7% | 15,061 | $4.7M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | No change | 14,865 | $4.5M |
| Snowden Capital Advisors LLC | 0.13% | Add +90.9% | 14,616 | $4.4M |
| Apollon Wealth Management, LLC | 0.09% | Add +22.8% | 14,420 | $4.4M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -32.2% | 14,386 | $4.4M |
| Welch & Forbes LLC | 0.05% | No change | 14,381 | $4.4M |
| Comerica Bank | 0.02% | Add +14.5% | 14,335 | $4.4M |
| Dakota Wealth Management | 0.09% | Reduce -76.4% | 14,202 | $4.3M |
| Simplicity Wealth,LLC | 0.18% | Add +190.1% | 14,178 | $4.3M |
| Kilter Group LLC | 2.27% | Reduce -1.6% | 14,171 | $4.3M |
| Ridgeline Wealth, LLC | 3.51% | Reduce -12.9% | 14,149 | $4.3M |
| Quotient Wealth Partners, LLC | 0.13% | Reduce -9.3% | 14,038 | $4.3M |
| Cobblestone Asset Management LLC | 2.22% | Add +38.9% | 13,893 | $4.2M |
| NewEdge Wealth, LLC | 0.07% | Add +0.0% | 13,420 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +28.2% | 13,671 | $4.2M |
| BBR Partners, LLC | 0.25% | No change | 13,441 | $4.1M |
| Certus Wealth Management, LLC | 2.61% | Add +24.8% | 13,318 | $4.1M |
| SigFig Wealth Management, LLC | 0.13% | Add +42.4% | 13,276 | $4.0M |
| Independent Financial Group, LLC | 0.11% | Add +278.2% | 13,127 | $4.0M |
| Peloton Wealth Strategists | 1.64% | Add +2.2% | 13,126 | $4.0M |
| Dana Investment Advisors, Inc. | 0.13% | Add +32.0% | 12,929 | $3.9M |
| Choreo, LLC | 0.05% | Reduce -41.1% | 12,760 | $3.9M |
| True Vision MN LLC | 2.13% | Add +47.7% | 12,644 | $3.8M |
| Ehrlich Financial Group | 2.48% | Add +52.7% | 12,560 | $3.8M |
| Synergy Investment Management, LLC | 2.30% | Add +58.9% | 12,551 | $3.8M |
| HM Payson & Co. | 0.06% | Reduce -1.0% | 12,542 | $3.8M |
| Heck Capital Advisors, LLC | 0.33% | Add +710.7% | 12,541 | $3.8M |
| Shared Vision Wealth Group LLC | 1.90% | Add +16.8% | 12,110 | $3.8M |
| Measured Wealth Private Client Group, LLC | 1.12% | Reduce -0.6% | 12,307 | $3.7M |
| St. Clair Advisors, LLC | 0.97% | Reduce -4.7% | 12,240 | $3.7M |
| Runnymede Capital Advisors, Inc. | 3.33% | No change | 11,879 | $3.6M |
| 5T Wealth, LLC | 1.82% | Add +20.6% | 11,732 | $3.6M |
| One Wealth Capital Management, LLC | 1.66% | Add +28.9% | 11,638 | $3.5M |
| TFG Advisers LLC | 1.21% | Add +0.1% | 11,607 | $3.5M |
| Heritage Wealth Advisors | 0.17% | Reduce -2.1% | 11,520 | $3.5M |
| SOL Capital Management CO | 0.34% | Add +153.5% | 11,495 | $3.5M |
| WCG Wealth Advisors LLC | 0.22% | Add +0.6% | 11,301 | $3.4M |
| SWP Financial LLC | 1.85% | Add +63.5% | 11,045 | $3.4M |
| Black Swift Group, LLC | 0.68% | No change | 11,000 | $3.3M |
| Parallel Advisors, LLC | 0.07% | No change | 10,706 | $3.3M |
| Nova Wealth Management, Inc. | 2.36% | Add +6.0% | 10,572 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -51.5% | 10,569 | $3.2M |
| Summit Financial, LLC | 0.07% | Reduce -0.3% | 10,555 | $3.2M |
| Aviance Capital Partners, LLC | 0.42% | No change | 10,548 | $3.2M |
| Creegan & Nassoura Financial Group, LLC | 2.08% | Reduce -5.5% | 10,511 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -19.0% | 10,408 | $3.2M |
| Endeavor Private Wealth, Inc. | 1.47% | Add +55.5% | 10,181 | $3.1M |
| ShoreHaven Wealth Partners, LLC | 1.26% | Reduce -0.3% | 10,129 | $3.1M |
| Means Investment Co., Inc. | 0.29% | New | 9,918 | $3.0M |
| Twin Peaks Wealth Advisors, LLC | 0.98% | Add +67.0% | 9,438 | $3.0M |
| Providence First Trust Co | 1.04% | Reduce -5.6% | 9,698 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +15.8% | 9,528 | $2.9M |
| St. Louis Trust Co | 0.38% | No change | 9,380 | $2.9M |
| Apeiron RIA LLC | 0.73% | Add +35.1% | 9,338 | $2.8M |
| National Bank of Canada | 0.00% | Reduce -4.1% | 9,342 | $2.8M |
| Mather Group, Llc. | 0.03% | Add +16.6% | 9,305 | $2.8M |
| Glenmede Investment Management, LP | 0.01% | — | 9,253 | $2.8M |
| My Legacy Advisors, LLC | 1.00% | Add +1.9% | 9,096 | $2.8M |
| Claro Advisors Inc. | 0.46% | Add +97.4% | 9,194 | $2.8M |
| Modern Wealth Management, LLC | 0.07% | Add +54.1% | 9,188 | $2.8M |
| RMR Wealth Builders | 0.25% | Add +0.1% | 9,098 | $2.8M |
| Seven Post Investment Office LP | 1.04% | New | 9,086 | $2.8M |
| Global Wealth Strategies & Associates | 0.79% | Reduce -0.1% | 9,027 | $2.7M |
| Hoxton Planning & Management, LLC | 0.95% | Add +19.1% | 9,011 | $2.7M |
| Scotia Capital Inc. | 0.01% | Reduce -1.1% | 8,952 | $2.7M |
| WealthPlan Investment Management, LLC | 0.20% | New | 8,884 | $2.7M |
| Ferguson Shapiro LLC | 0.91% | Reduce -17.8% | 8,827 | $2.7M |
| HRT Financial LP | 0.01% | New | 8,825 | $2.7M |
| Parsons Capital Management Inc. | 0.16% | Reduce -2.4% | 8,820 | $2.7M |
| Elevation Point Wealth Partners, LLC | 0.21% | Add +79.8% | 8,816 | $2.7M |
| MAI Capital Management | 0.02% | Add +0.1% | 8,782 | $2.7M |
| Good Life Advisors, LLC | 0.17% | New | 8,758 | $2.7M |
| Lantz Financial LLC | 0.66% | Add +38.9% | 8,737 | $2.7M |
| Mgo One Seven LLC | 0.09% | New | 8,736 | $2.7M |
| Commerce Bank | 0.02% | Reduce -47.3% | 8,699 | $2.6M |
| WJ Wealth Management, LLC | 0.83% | Reduce -0.2% | 8,654 | $2.6M |
| Nwam LLC | 0.15% | Reduce -5.0% | 8,372 | $2.6M |
| Hemington Wealth Management | 0.38% | No change | 8,551 | $2.6M |
| Sigma Planning Corp | 0.08% | Add +27.9% | 8,526 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +193.8% | 8,432 | $2.6M |
| Argent Trust Co | 0.10% | Add +2.8% | 8,388 | $2.6M |
| Mezzasalma Advisors, LLC | 0.77% | Add +12.2% | 8,385 | $2.6M |
| Howe & Rusling Inc. | 0.19% | Add +0.1% | 8,359 | $2.5M |
| First Heartland Consultants, Inc. | 0.22% | Add +434.6% | 8,308 | $2.5M |
| Sheets Smith Wealth Management | 0.30% | Add +148.9% | 8,290 | $2.5M |
| JT Stratford LLC | 0.38% | Reduce -0.8% | 8,224 | $2.5M |
| Capital Investment Counsel, LLC | 0.39% | Reduce -45.3% | 8,209 | $2.5M |
| NWF Advisory Services Inc. | 0.30% | Reduce -5.0% | 8,131 | $2.5M |
| RCS Financial Planning, LLC | 1.22% | Add +17.6% | 8,037 | $2.4M |
| Synergy Asset Management, LLC | 0.28% | New | 7,962 | $2.4M |
| Access Financial Services, Inc. | 0.91% | Add +6.6% | 7,915 | $2.4M |
| University of Texas/Texas Am Investment Management Co. | 0.38% | No change | 7,903 | $2.4M |
| KPP Advisory Services LLC | 0.39% | Add +11.4% | 7,804 | $2.4M |
| Optivise Advisory Services LLC | 1.21% | Add +1.9% | 7,801 | $2.4M |
| Stark Wealth Management LLC | 3.39% | New | 8,200 | $2.4M |
| Trail Ridge Investment Advisors, LLC | 1.13% | No change | 7,508 | $2.4M |
| Legacies Wealth LLC | 1.56% | No change | 7,722 | $2.4M |
| Spectrum Planning & Advisory Services Inc. | 1.49% | New | 7,559 | $2.3M |
| AMG National Trust Bank | 0.06% | Add +0.8% | 7,551 | $2.3M |
| Wealthgarden F.S. LLC | 1.90% | Add +18.1% | 7,297 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -4.6% | 7,490 | $2.3M |
| Signet Financial Management, LLC | 0.28% | Add +37.2% | 7,448 | $2.3M |
| Tortoise Investment Management, LLC | 0.22% | Reduce -0.8% | 7,445 | $2.3M |
| Pallas Capital Advisors LLC | 0.09% | Reduce -13.5% | 7,426 | $2.3M |
| Vise Technologies, Inc. | 0.09% | — | 7,419 | $2.3M |
| Ewa, LLC | 0.70% | Add +60.2% | 7,338 | $2.2M |
| Bessemer Group Inc. | 0.00% | No change | 7,250 | $2.2M |
| Wealthedge Investment Advisors, LLC | 0.92% | Reduce -1.0% | 7,244 | $2.2M |
| Meridian Wealth Management, LLC | 0.09% | Reduce -23.1% | 7,216 | $2.2M |
| Centurion Wealth Management LLC | 0.62% | New | 7,114 | $2.2M |
| Beaumont Asset Management, L.L.C. | 1.16% | No change | 7,084 | $2.2M |
| Walled Lake Planning & Wealth Management, LLC | 0.70% | Reduce -0.8% | 7,076 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -0.8% | 6,988 | $2.1M |
| Davis Wealth Advisors, LLC | 2.24% | Add +28.4% | 6,926 | $2.1M |
| Monograph Wealth Advisors, LLC | 0.26% | Add +0.1% | 6,900 | $2.1M |
| Beacon Financial Group | 0.22% | Reduce -9.8% | 6,885 | $2.1M |
| RFG Advisory, LLC | 0.05% | Add +10.1% | 6,879 | $2.1M |
| Klingman & Associates, LLC | 0.12% | No change | 6,861 | $2.1M |
| Gateway Wealth Partners, LLC | 0.39% | Add +56.2% | 6,784 | $2.1M |
| Palumbo Wealth Management LLC | 0.64% | Add +1.9% | 6,746 | $2.1M |
| Montag A & Associates Inc. | 0.10% | Reduce -6.2% | 6,661 | $2.0M |
| Lido Advisors, LLC | 0.01% | Add +1.0% | 6,657 | $2.0M |
| Opus Capital Group, LLC | 0.24% | New | 6,657 | $2.0M |
| KCM Investment Advisors LLC | 0.07% | Add +0.0% | 6,602 | $2.0M |
| Finley Financial, LLC | 1.01% | Reduce -16.9% | 6,595 | $2.0M |
| Firethorn Wealth Partners, LLC | 0.86% | Add +9.7% | 6,531 | $2.0M |
| Robinson Smith Wealth Advisors LLC | 1.58% | No change | 6,479 | $2.0M |
| Bailard, Inc. | 0.05% | Reduce -42.1% | 6,472 | $2.0M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -5.7% | 6,454 | $2.0M |
| Braun-Bostich & Associates Inc. | 1.34% | Add +104.0% | 6,435 | $2.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.64% | Reduce -4.3% | 6,367 | $1.9M |
| Curtis Advisory Group, LLC | 0.48% | New | 6,321 | $1.9M |
| Retirement Wealth Solutions LLC | 1.40% | Add +28.2% | 6,319 | $1.9M |
| LVZ, Inc. | 0.23% | New | 6,209 | $1.9M |
| BridgePort Financial Solutions, LLC | 0.63% | Add +26.4% | 6,184 | $1.9M |
| Arete Wealth Advisors, LLC | 0.13% | Add +7.5% | 6,137 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +4.7% | 6,116 | $1.9M |
| Scissortail Wealth Management, LLC | 0.45% | Reduce -63.4% | 6,105 | $1.9M |
| Rahlfs Capital, LLC | 1.70% | No change | 6,100 | $1.9M |
| Berkshire Money Management, Inc. | 0.19% | Add +47.3% | 5,994 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.6% | 5,982 | $1.8M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -0.5% | 5,970 | $1.8M |
| Brown Advisory Inc. | 0.00% | Add +0.8% | 5,932 | $1.8M |
| Spire Wealth Management | 0.06% | Add +23.2% | 5,846 | $1.8M |
| Mission Creek Capital Partners, Inc. | 0.39% | Reduce -0.1% | 5,787 | $1.8M |
| Uptick Partners, LLC | 0.50% | Add +9.6% | 5,747 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +84.8% | 5,736 | $1.7M |
| Financial Advocates Investment Management | 0.14% | Reduce -34.9% | 5,692 | $1.7M |
| Adirondack Trust Co. | 0.61% | Add +3.0% | 5,545 | $1.7M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -4.9% | 5,529 | $1.7M |
| Webster Bank, N. A. | 0.17% | Add +0.9% | 5,524 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.1% | 5,508 | $1.7M |
| Barnes Wealth Management Group, Inc | 0.98% | Add +30.1% | 5,480 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.9% | 5,470 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +22.9% | 5,389 | $1.6M |
| Blalock Williams, LLC | 1.64% | Add +27.0% | 5,388 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Add +12.3% | 5,164 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -8.9% | 5,103 | $1.6M |
| Tiaa Trust, National Association | 0.00% | Add +1.4% | 5,101 | $1.6M |
| RiverFront Investment Group, LLC | 0.03% | Add +1.9% | 5,065 | $1.5M |
| Coldstream Capital Management Inc. | 0.03% | Add +12.1% | 5,015 | $1.5M |
| Certified Advisory Corp | 0.16% | Add +0.8% | 4,964 | $1.5M |
| Pinion Investment Advisors, LLC | 0.52% | New | 4,955 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.0% | 4,972 | $1.5M |
| Clearstead Advisors, LLC | 0.02% | Add +0.1% | 4,883 | $1.5M |
| Litman Gregory Wealth Management LLC | 0.12% | Reduce -2.7% | 4,843 | $1.5M |
| Summit Wealth Partners, LLC | 0.28% | Add +61.6% | 4,821 | $1.5M |
| Copperleaf Capital, LLC | 0.74% | Add +11.2% | 4,791 | $1.5M |
| Cedar Wealth Management, LLC | 0.49% | No change | 4,784 | $1.5M |
| Strait & Sound Wealth Management LLC | 0.61% | Add +10.0% | 4,695 | $1.4M |
| Allen Investment Management, LLC | 0.02% | No change | 4,689 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -1.0% | 4,661 | $1.4M |
| Curbstone Financial Management Corp | 0.29% | No change | 4,660 | $1.4M |
| Rik Saylor Financial, Inc. | 1.09% | Reduce -0.1% | 4,649 | $1.4M |
| Silver Oak Securities, Incorporated | 0.12% | New | 4,563 | $1.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | No change | 4,554 | $1.4M |
| Stonebrook Private Inc. | 0.32% | Add +5.3% | 4,546 | $1.4M |
| Renaissance Technologies | 0.00% | New | 4,500 | $1.4M |
| Councilmark Asset Management, LLC | 0.86% | No change | 4,475 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +16.4% | 4,453 | $1.4M |
| Madison Wealth Partners, Inc | 0.29% | Add +7.3% | 4,407 | $1.3M |
| Brighton Jones LLC | 0.04% | Add +1.9% | 4,405 | $1.3M |
| Arkadios Wealth Advisors | 0.04% | Add +58.7% | 4,365 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +6.5% | 4,348 | $1.3M |
| Sax Wealth Advisors, LLC | 0.08% | Add +21.1% | 4,347 | $1.3M |
| Commonwealth Retirement Investments LLC | 0.50% | Add +96.3% | 4,337 | $1.3M |
| WT Wealth Management | 0.39% | Reduce -19.0% | 4,331 | $1.3M |
| Callan Family Office, LLC | 0.04% | Reduce -5.8% | 4,330 | $1.3M |
| XML Financial, LLC | 0.11% | Reduce -0.1% | 4,233 | $1.3M |
| Diversify Advisory Services, LLC | 0.05% | Add +3.5% | 3,970 | $1.3M |
| Darwin Wealth Management, LLC | 0.44% | Reduce -20.0% | 4,168 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -1.1% | 4,165 | $1.3M |
| LifePlan Investment Advisors, Inc. | 0.63% | Add +52.1% | 4,164 | $1.3M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 4,132 | $1.3M |
| Eq LLC | 0.49% | Add +8.8% | 4,123 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Add +49.9% | 4,114 | $1.3M |
| Accelerate Investment Advisors LLC | 0.93% | Add +14.1% | 4,108 | $1.3M |
| Highland Capital Management, LLC | 0.07% | Reduce -0.1% | 4,081 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Add +5263.2% | 4,076 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +14.1% | 4,064 | $1.2M |
| Northside Capital Management, LLC | 0.09% | No change | 4,062 | $1.2M |
| Advus Financial Partners, LLC | 0.31% | Add +190.5% | 4,032 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -18.2% | 4,028 | $1.2M |
| Regimen Wealth, LLC | 0.38% | New | 3,971 | $1.2M |
| Smith, Moore & Co. | 0.10% | Add +1.4% | 3,928 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +3.7% | 3,924 | $1.2M |
| Alterna Wealth Management, Inc. | 0.95% | Add +30.7% | 3,917 | $1.2M |
| CPA Asset Management Group, LLC | 0.50% | No change | 3,901 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -47.3% | 3,894 | $1.2M |
| Brookwood Investment Group LLC | 0.19% | Add +133.0% | 3,893 | $1.2M |
| GC Wealth Management RIA, LLC | 0.10% | Reduce -0.1% | 3,875 | $1.2M |
| Fullcircle Wealth LLC | 0.44% | Add +7.4% | 3,778 | $1.2M |
| Interchange Capital Partners, LLC | 0.27% | Add +53.6% | 3,878 | $1.2M |
| BCU Wealth Advisors, LLC | 0.53% | New | 3,848 | $1.2M |
| Verum Partners LLC | 0.27% | Reduce -4.8% | 3,831 | $1.2M |
| Apexium Financial, LP | 0.06% | Add +3.6% | 3,820 | $1.2M |
| Trust Point Inc. | 0.11% | Reduce -15.1% | 3,796 | $1.2M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 3,761 | $1.1M |
| Evergreen Capital Management LLC | 0.03% | No change | 3,759 | $1.1M |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -1.0% | 3,706 | $1.1M |
| Columbus Macro, LLC | 0.14% | No change | 3,680 | $1.1M |
| World Investment Advisors | 0.03% | Add +17.8% | 3,668 | $1.1M |
| Maxele Advisors, LLC | 0.96% | No change | 3,626 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | No change | 3,513 | $1.1M |
| Retireful, LLC | 0.75% | New | 3,574 | $1.1M |
| Synovus Financial Corp. | 0.01% | Reduce -0.6% | 3,569 | $1.1M |
| Summit Global Investments | 0.06% | New | 3,551 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +253.0% | 3,530 | $1.1M |
| RVW Wealth, LLC | 0.09% | No change | 3,486 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Add +15.8% | 3,483 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | — | 3,453 | $1.1M |
| Checchi Capital Advisers, LLC | 0.07% | No change | 3,436 | $1.0M |
| Arcadia Investment Advisors LLC | 0.54% | Reduce -90.9% | 3,416 | $1.0M |
| Fiduciary Group, LLC | 0.10% | Reduce -4.6% | 3,394 | $1.0M |
| Theory Financial LLC | 0.39% | Add +0.6% | 3,290 | $1.0M |
| Plancorp, LLC | 0.04% | No change | 3,375 | $1.0M |
| Dentgroup LLC | 0.71% | Reduce -1.5% | 3,375 | $1.0M |
| Sovereign Financial Group, Inc. | 0.21% | Add +1.9% | 3,370 | $1.0M |
| Sequent Asset Management, LLC | 0.82% | No change | 3,367 | $1.0M |
| Western Wealth Management, LLC | 0.06% | Add +8.2% | 3,341 | $1.0M |
| PBMares Wealth Management LLC | 0.18% | No change | 3,308 | $1.0M |
| Avantra Family Wealth, Inc. | 0.83% | Add +74.0% | 3,285 | $1000K |
| Sutton Place Investors LLC | 0.59% | Reduce -4.9% | 3,230 | $983K |
| Lantern Wealth Advisors, LLC | 0.58% | — | 3,201 | $974K |
| Beacon Financial Advisory LLC | 0.25% | Add +7.3% | 3,191 | $971K |
| Gen-Wealth Partners Inc | 0.37% | Add +5.5% | 3,182 | $968K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 3,171 | $965K |
| Focus Financial Network, Inc. | 0.04% | Add +33.0% | 3,171 | $965K |
| Sachetta, LLC | 0.38% | Reduce -6.0% | 3,155 | $960K |
| Aspire Private Capital, LLC | 0.22% | Add +29.4% | 3,140 | $956K |
| VERITY Wealth Advisors | 0.64% | No change | 3,114 | $948K |
| IFG Advisory, LLC | 0.05% | Add +46.3% | 3,057 | $930K |
| Burke & Herbert Bank & Trust Co. | 0.21% | No change | 3,055 | $930K |
| DT Investment Partners, LLC | 0.08% | No change | 3,000 | $913K |
| Sound Income Strategies, LLC | 0.05% | Add +4574.2% | 2,898 | $882K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +10.2% | 2,859 | $870K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -1.4% | 2,850 | $868K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.9% | 2,849 | $867K |
| Ameliora Wealth Management Ltd. | 0.31% | No change | 2,845 | $866K |
| Belpointe Asset Management LLC | 0.04% | Add +32.6% | 2,837 | $864K |
| Provident Wealth Management, LLC | 0.28% | No change | 2,817 | $857K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -46.8% | 2,816 | $857K |
| Raleigh Capital Management Inc. | 0.36% | Add +57.8% | 2,795 | $851K |
| NorthRock Partners, LLC | 0.02% | Add +68.7% | 2,784 | $847K |
| Naples Global Advisors, LLC | 0.07% | Reduce -0.7% | 2,780 | $846K |
| American Trust | 0.08% | New | 2,773 | $844K |
| Unique Wealth, LLC | 0.14% | Reduce -84.7% | 2,751 | $837K |
| East Coast Asset Management, LLC. | 0.28% | No change | 2,746 | $836K |
| Soundwatch Capital LLC | 0.14% | Add +5.0% | 2,687 | $835K |
| Venturi Wealth Management, LLC | 0.04% | Add +0.6% | 2,719 | $827K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -33.3% | 2,718 | $827K |
| Triad Wealth Partners, LLC | 0.17% | Add +1.5% | 2,718 | $827K |
| Calton & Associates, Inc. | 0.14% | Add +79.2% | 2,710 | $825K |
| LGT Financial Advisors LLC | 2.08% | Add +25.3% | 2,691 | $820K |
| Integrity Investment Advisors, LLC | 0.63% | Reduce -0.3% | 2,691 | $819K |
| PKS Advisory Services, LLC | 0.20% | Add +0.0% | 2,653 | $807K |
| Prosperity Wealth Management, Inc. | 0.30% | Reduce -36.6% | 2,627 | $800K |
| First Citizens Financial Corp | 0.44% | Add +2.4% | 2,618 | $797K |
| 1834 Investment Advisors Co. | 0.10% | Add +8.5% | 2,611 | $795K |
| Breed's Hill Capital LLC | 0.38% | No change | 2,600 | $791K |
| Schnieders Capital Management LLC | 0.14% | No change | 2,599 | $791K |
| Debussy Capital Management LP | 0.12% | Reduce -2.0% | 2,590 | $788K |
| Golden Road Advisors LLC | 0.52% | Reduce -6.9% | 2,574 | $783K |
| Indiana Trust & Investment Management Co | 0.26% | No change | 2,569 | $782K |
| USA Financial Formulas | 0.13% | Reduce -19.0% | 2,559 | $779K |
| Mission Wealth Management, LP | 0.02% | Add +0.2% | 2,553 | $777K |
| Gimbal Financial | 0.48% | No change | 2,548 | $776K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +9.3% | 2,492 | $758K |
| Ethos Financial Group, LLC | 0.06% | Reduce -71.3% | 2,465 | $750K |
| Confluence Wealth Services, Inc. | 0.04% | Add +0.2% | 2,452 | $746K |
| Smartleaf Asset Management LLC | 0.06% | Add +117.5% | 2,423 | $735K |
| Diversified Trust Co. | 0.02% | Add +6.5% | 2,400 | $730K |
| Palisade Asset Management, LLC | 0.07% | Add +30.8% | 2,376 | $723K |
| Asset Management Group, Inc. | 0.13% | Reduce -7.7% | 2,365 | $720K |
| Howard Capital Management Group, LLC | 0.05% | No change | 2,345 | $714K |
| GTS Securities LLC | 0.03% | Reduce -55.1% | 2,345 | $714K |
| Golden State Wealth Management, LLC | 0.09% | Add +36.0% | 2,340 | $712K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.5% | 2,333 | $710K |
| Magnus Financial Group LLC | 0.06% | Add +7.7% | 2,328 | $709K |
| Lansing Street Advisors | 0.21% | Reduce -4.5% | 2,299 | $700K |
| Lanark Financial, Inc. | 0.06% | No change | 2,288 | $696K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -2.0% | 2,278 | $693K |
| Fort Point Capital Partners LLC | 0.07% | Reduce -3.8% | 2,270 | $691K |
| Salomon & Ludwin, LLC | 0.07% | No change | 2,258 | $690K |
| Tudor Financial Inc. | 0.39% | Reduce -31.1% | 2,255 | $686K |
| Tyche Wealth Partners LLC | 0.14% | New | 2,252 | $685K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +34.5% | 2,247 | $684K |
| World Equity Group, Inc. | 0.19% | Add +19.6% | 2,246 | $684K |
| Baron Wealth Management LLC | 0.24% | No change | 2,236 | $681K |
| Absolute Capital Management, LLC | 0.34% | Add +58.8% | 2,233 | $680K |
| Qube Research & Technologies Ltd | 0.00% | Add +78.3% | 2,233 | $680K |
| Trifecta Capital Advisors, LLC | 0.11% | No change | 2,230 | $679K |
| Two West Capital Advisors LLC | 0.44% | Add +111.5% | 2,124 | $667K |
| Chemistry Wealth Management LLC | 0.14% | No change | 2,191 | $667K |
| Flagship Private Wealth, LLC | 0.28% | Reduce -9.4% | 2,188 | $666K |
| Paulson Wealth Management Inc. | 0.17% | No change | 2,188 | $666K |
| Weaver Consulting Group | 0.18% | No change | 2,174 | $662K |
| Becker Capital Management Inc. | 0.02% | No change | 2,172 | $661K |
| Portland Global Advisors LLC | 0.08% | Reduce -0.9% | 2,147 | $653K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 2,141 | $652K |
| DKM Wealth Management, Inc. | 0.56% | Reduce -22.0% | 2,127 | $647K |
| Ibex Wealth Advisors | 0.07% | New | 2,105 | $641K |
| Bawa N Mallick Trust | 0.26% | No change | 2,099 | $639K |
| Mitchell Sinkler & Starr | 0.31% | No change | 2,098 | $639K |
| B.O.S.S. Retirement Advisors, LLC | 0.16% | New | 2,071 | $630K |
| AlphaStar Capital Management, LLC | 0.04% | New | 2,063 | $628K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +122.7% | 2,015 | $614K |
| Curi Capital, LLC | 0.01% | New | 2,009 | $611K |
| GeoWealth Management, LLC | 0.02% | Add +35.0% | 2,005 | $610K |
| Elm Partners Management LLC | 0.04% | Add +1.5% | 1,989 | $605K |
| Portland Financial Advisors Inc | 1.45% | No change | 1,981 | $603K |
| Neuberger Berman Group LLC | 0.00% | Add +0.3% | 1,970 | $600K |
| Legacy Wealth Management, LLC / MS | 0.18% | Add +6.7% | 1,953 | $594K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +83.7% | 1,909 | $581K |
| ICONIQ Capital, LLC | 0.01% | Add +0.2% | 1,887 | $574K |
| BLB&B Advisors, LLC | 0.03% | Reduce -37.8% | 1,872 | $570K |
| Blue Bell Private Wealth Management, LLC | 0.09% | No change | 1,841 | $560K |
| Glenview Trust Co | 0.01% | No change | 1,831 | $557K |
| SkyOak Wealth, LLC | 0.11% | Reduce -0.1% | 1,828 | $556K |
| Evolution Wealth Advisors, LLC | 0.08% | No change | 1,824 | $555K |
| Natural Investments, LLC | 0.14% | New | 1,826 | $555K |
| Signal Advisors Wealth, LLC | 0.04% | Add +76.7% | 1,818 | $553K |
| Venture Visionary Partners LLC | 0.02% | Reduce -2.7% | 1,815 | $552K |
| Altus Wealth Management, LLC | 0.26% | Reduce -98.4% | 1,810 | $551K |
| ORG Partners LLC | 0.12% | Add +511.2% | 1,797 | $545K |
| Modera Wealth Management, LLC | 0.01% | Add +135.4% | 1,787 | $544K |
| Willis Investment Counsel | 0.03% | No change | 1,781 | $542K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.1% | 1,726 | $525K |
| Beacon Bridge Wealth Partners, LLC | 0.21% | No change | 1,725 | $525K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -66.6% | 1,721 | $524K |
| Arcadia Wealth Management, LLC | 0.23% | Reduce -1.7% | 1,713 | $521K |
| Lifeworks Advisors, LLC | 0.08% | Add +18.3% | 1,711 | $521K |
| Aspen Investment Management Inc | 0.22% | No change | 1,700 | $517K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | New | 1,683 | $512K |
| Savant Capital, LLC | 0.00% | Add +10.5% | 1,666 | $507K |
| Apella Capital, LLC | 0.01% | Reduce -1.6% | 1,655 | $505K |
| Aptus Capital Advisors, LLC | 0.01% | Add +3.2% | 1,658 | $505K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 1,645 | $501K |
| United Asset Strategies, Inc. | 0.04% | No change | 1,643 | $500K |
| Birchcreek Wealth Management, LLC | 0.28% | No change | 1,628 | $495K |
| AdvisorNet Financial, Inc | 0.03% | Add +4.1% | 1,622 | $494K |
| Vident Advisory, LLC | 0.01% | New | 1,617 | $492K |
| Ameriflex Group, Inc. | 0.26% | Add +6.1% | 1,629 | $491K |
| Resolute Wealth Advisor, Inc. | 0.28% | — | 1,542 | $490K |
| High Probability Advisors, LLC | 0.07% | No change | 1,610 | $490K |
| King Wealth Management Group | 0.07% | No change | 1,611 | $490K |
| Abacus Wealth Partners, LLC | 0.07% | No change | 1,604 | $488K |
| BCGM Wealth Management, LLC | 0.14% | Add +1.5% | 1,594 | $485K |
| Atlatl Advisers LLC | 0.23% | Add +12.2% | 1,593 | $485K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,579 | $481K |
| Private Trust Co. NA | 0.05% | Add +49.7% | 1,573 | $479K |
| Oldfather Financial Services, LLC | 0.16% | No change | 1,572 | $478K |
| CW Advisors, LLC | 0.00% | Add +71.9% | 1,566 | $477K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.2% | 1,559 | $474K |
| Cary Street Partners Financial LLC | 0.01% | Add +3.5% | 1,545 | $470K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +31.1% | 1,544 | $470K |
| HighMark Wealth Management LLC | 0.23% | No change | 1,538 | $468K |
| FWG Investments, LLC. | 0.35% | New | 1,508 | $459K |
| Balance Wealth Partners LLC | 0.27% | Reduce -18.6% | 1,502 | $457K |
| MA Private Wealth | 0.08% | No change | 1,493 | $454K |
| Capital Square, LLC | 0.24% | Add +23.6% | 1,469 | $451K |
| Oliver Luxxe Assets LLC | 0.08% | Reduce -21.1% | 1,455 | $443K |
| PUREfi Wealth, LLC | 0.35% | Reduce -32.2% | 1,453 | $442K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -0.5% | 1,450 | $441K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 1,447 | $440K |
| FLP Wealth Management, LLC | 1.23% | Add +6.3% | 1,443 | $439K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 1,443 | $439K |
| Caliber Wealth Management, LLC / KS | 0.05% | New | 1,441 | $439K |
| Gould Asset Management LLC | 0.09% | No change | 1,440 | $438K |
| Capital Wealth Alliance, LLC | 0.23% | No change | 1,411 | $429K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 1,398 | $425K |
| Semus Wealth Partners LLC | 0.28% | Add +46.7% | 1,397 | $425K |
| Northstar Asset Management Inc. | 0.12% | Reduce -19.2% | 1,397 | $425K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,394 | $424K |
| Old Port Advisors | 0.12% | No change | 1,390 | $423K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +63.8% | 1,386 | $422K |
| Creative Financial Designs Inc. | 0.03% | Add +21.8% | 1,375 | $419K |
| Betterment LLC | 0.00% | Reduce -76.0% | 1,371 | $417K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 1,362 | $414K |
| Centaurus Financial, Inc. | 0.02% | Reduce -6.3% | 1,360 | $414K |
| Focused Wealth Management, Inc | 0.05% | Add +0.1% | 1,348 | $410K |
| Lion Street Advisors, LLC | 0.12% | New | 1,344 | $409K |
| Able Wealth Management LLC | 0.21% | Reduce -86.0% | 1,344 | $409K |
| Richmond Investment Services, LLC | 0.09% | New | 1,342 | $408K |
| Skyline Advisors, Inc. | 0.15% | No change | 1,323 | $403K |
| Spinnaker Trust | 0.02% | No change | 1,321 | $402K |
| Ade, LLC | 0.21% | Add +26.1% | 1,318 | $401K |
| Axim Planning & Wealth | 0.36% | New | 1,303 | $397K |
| Watts Gwilliam & Co., LLC | 0.06% | Reduce -1.6% | 1,195 | $394K |
| Bricktown Capital, LLC | 0.07% | No change | 1,294 | $394K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | Add +32.0% | 1,294 | $393K |
| Flputnam Investment Management Co. | 0.01% | No change | 1,287 | $392K |
| Gilbert Capital Group, Inc. | 0.32% | — | 1,282 | $390K |
| Romano Brothers and Company | 0.05% | No change | 1,270 | $387K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -11.5% | 1,266 | $385K |
| Tompkins Financial Corp. | 0.04% | No change | 1,258 | $383K |
| Transce3nd, LLC | 0.16% | Add +32.4% | 1,237 | $376K |
| Choate Investment Advisors | 0.01% | No change | 1,234 | $376K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.1% | 1,198 | $375K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 1,226 | $373K |
| Seneca House Advisors | 0.16% | Reduce -3.9% | 1,220 | $371K |
| Aft, Forsyth & Company, Inc. | 0.19% | No change | 1,210 | $368K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -4.7% | 1,210 | $368K |
| Midwest Trust Co | 0.01% | — | 1,210 | $368K |
| Hourglass Capital, LLC | 0.09% | Reduce -45.0% | 1,200 | $365K |
| Leith Wheeler Investment Counsel Ltd. | 0.03% | No change | 1,200 | $365K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 1,199 | $365K |
| Sunbelt Securities, Inc. | 0.03% | Add +3.6% | 1,257 | $363K |
| Maia Wealth LLC | 0.07% | Reduce -0.9% | 1,192 | $363K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +5.1% | 1,183 | $360K |
| Milestone Asset Management Group, LLC | 0.27% | Reduce -21.9% | 1,182 | $360K |
| Hilltop Wealth Advisors, LLC | 0.20% | No change | 1,175 | $358K |
| Greenleaf Trust | 0.00% | Add +23.5% | 1,173 | $357K |
| Bison Wealth, LLC | 0.03% | Add +1.4% | 1,172 | $357K |
| High Note Wealth, LLC | 0.08% | No change | 1,166 | $355K |
| Gutierrez Wealth Advisory, LLC | 0.24% | Reduce -0.8% | 1,161 | $354K |
| TCV Trust & Wealth Management, Inc. | 0.03% | Add +16.2% | 1,121 | $341K |
| Ballentine Partners, LLC | 0.01% | No change | 1,110 | $338K |
| Sierra Ocean, LLC | 0.24% | No change | 1,109 | $338K |
| VestGen Investment Management | 0.24% | Add +33.0% | 1,109 | $338K |
| BOS Asset Management, LLC | 0.11% | Reduce -0.6% | 1,107 | $337K |
| QRG Capital Management, Inc. | 0.00% | Add +7.8% | 1,104 | $336K |
| Cannell & Spears LLC | 0.01% | Add +0.1% | 1,104 | $336K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 1,101 | $335K |
| Lloyd Advisory Services, LLC. | 0.16% | Add +25.1% | 1,091 | $332K |
| Edgestream Partners, L.P. | 0.01% | New | 1,073 | $327K |
| Herold Advisors, Inc. | 0.07% | New | 1,066 | $324K |
| Optas, LLC | 0.06% | No change | 1,066 | $324K |
| Advance Capital Management, Inc. | 0.01% | No change | 1,064 | $324K |
| Arthur M. Cohen & Associates, LLC | 0.06% | Add +0.2% | 1,059 | $322K |
| Maripau Wealth Management LLC | 0.16% | New | 1,060 | $322K |
| Melfa Wealth Management, Inc. | 0.20% | No change | 1,050 | $320K |
| Marco Investment Management LLC | 0.03% | No change | 1,050 | $320K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 1,049 | $319K |
| BIP Wealth, LLC | 0.02% | Reduce -4.3% | 1,046 | $318K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 1,041 | $317K |
| Haven Private, LLC | 0.14% | Reduce -0.5% | 1,026 | $312K |
| Asset Dedication, LLC | 0.02% | Add +1.2% | 1,024 | $312K |
| Whittier Trust Co. | 0.00% | No change | 1,024 | $312K |
| SPC Financial, Inc. | 0.03% | Add +2.0% | 1,020 | $310K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,020 | $310K |
| Fairvoy Private Wealth, LLC | 0.08% | Reduce -57.0% | 1,016 | $309K |
| Cambridge Financial Group, LLC | 0.12% | No change | 1,012 | $308K |
| Mascagni Wealth Management, Inc. | 0.26% | Reduce -46.8% | 1,008 | $307K |
| Ascent Wealth Partners, LLC | 0.04% | No change | 1,006 | $306K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 1,000 | $304K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 990 | $301K |
| SBI Securities Co., Ltd. | 0.01% | Add +14.3% | 990 | $301K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 980 | $298K |
| Crewe Advisors LLC | 0.04% | Add +4.3% | 973 | $296K |
| ForthRight Wealth Management, LLC | 0.09% | No change | 964 | $293K |
| Cibc World Market Inc. | 0.00% | Add +11.6% | 959 | $292K |
| CLG LLC | 0.09% | Add +0.2% | 954 | $290K |
| Elevated Capital Advisors, LLC | 0.08% | No change | 1,068 | $289K |
| Hanover Advisors Inc. | 0.12% | No change | 950 | $289K |
| Kelly Financial Group LLC | 0.08% | Reduce -0.8% | 950 | $289K |
| Grantvest Financial Group LLC | 0.21% | New | 941 | $286K |
| Lyell Wealth Management, LP | 0.02% | No change | 940 | $286K |
| FLC Capital Advisors | 0.06% | No change | 936 | $285K |
| Capital Squared Financial LLC | 0.33% | — | 928 | $283K |
| First Merchants Corp. | 0.01% | No change | 915 | $278K |
| Michels Family Financial, LLC | 0.24% | Add +9.1% | 910 | $277K |
| Soltis Investment Advisors LLC | 0.02% | Add +3.8% | 902 | $275K |
| Headlands Technologies LLC | 0.03% | New | 902 | $275K |
| Payne Capital Management, LLC | 0.11% | No change | 900 | $274K |
| Wealth Architects, LLC | 0.03% | No change | 900 | $274K |
| Garde Capital, Inc. | 0.01% | No change | 896 | $273K |
| Global Wealth Management, LLC | 0.15% | No change | 887 | $272K |
| Clare Market Investments LLC | 0.06% | No change | 895 | $272K |
| Accredited Wealth Management, LLC | 0.22% | No change | 890 | $271K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -5.2% | 893 | $271K |
| Avior Wealth Management, LLC | 0.01% | Add +0.2% | 882 | $268K |
| Thomas Story & Son LLC | 0.10% | Reduce -2.8% | 875 | $266K |
| Chesley Taft & Associates LLC | 0.01% | No change | 870 | $265K |
| Essex Bank | 0.06% | No change | 870 | $265K |
| Almanack Investment Partners, LLC. | 0.04% | Add +0.1% | 869 | $265K |
| 1900 Wealth Management LLC | 0.02% | Add +0.1% | 867 | $264K |
| Game Plan Financial Advisors, LLC | 0.12% | No change | 862 | $262K |
| Forthright Family Wealth Advisory LLC | 0.17% | New | 858 | $261K |
| Heritage Wealth Management, Inc. | 0.20% | No change | 856 | $261K |
| Sheridan Capital Management, LLC | 0.18% | No change | 852 | $259K |
| Arlington Trust Co LLC | 0.05% | Add +750.0% | 850 | $259K |
| Essex Financial Services, Inc. | 0.02% | No change | 850 | $259K |
| Trust Co. of Vermont | 0.01% | New | 850 | $259K |
| Enzi Wealth | 0.09% | No change | 834 | $256K |
| Veracity Capital LLC | 0.09% | New | 838 | $255K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.8% | 831 | $253K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | No change | 827 | $252K |
| Bell Bank | 0.01% | No change | 822 | $250K |
| Welch Group, LLC | 0.01% | No change | 820 | $250K |
| Compound Planning, Inc. | 0.01% | Reduce -0.1% | 796 | $242K |
| Pacific Sage Partners, LLC | 0.05% | No change | 794 | $242K |
| WBH Advisory Inc. | 0.02% | Reduce -0.3% | 794 | $242K |
| GWN Securities Inc. | 0.04% | Reduce -8.6% | 755 | $241K |
| McGuire Investment Group, LLC | 0.03% | Reduce -2.0% | 789 | $240K |
| Exchange Traded Concepts, LLC | 0.00% | New | 789 | $240K |
| WealthCollab, LLC | 0.13% | No change | 787 | $240K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +13.5% | 781 | $238K |
| HBK Sorce Advisory LLC | 0.01% | New | 777 | $236K |
| Koshinski Asset Management, Inc. | 0.02% | New | 776 | $236K |
| Johnson Financial Group, Inc. | 0.01% | No change | 775 | $236K |
| Pictet North America Advisors SA | 0.02% | No change | 765 | $233K |
| First Foundation Advisors | 0.01% | No change | 761 | $232K |
| Future Financial Wealth Managment LLC | 0.16% | No change | 760 | $231K |
| Legacy Edge Advisors, LLC | 0.03% | New | 759 | $231K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.3% | 758 | $231K |
| Journey Strategic Wealth LLC | 0.01% | New | 751 | $229K |
| American Financial Advisors, LLC | 0.03% | Add +0.3% | 750 | $228K |
| Atlantic Union Bankshares Corp | 0.01% | New | 747 | $227K |
| TCP Asset Management, LLC | 0.04% | No change | 740 | $225K |
| Lineweaver Wealth Advisors, LLC | 0.04% | Reduce -98.4% | 736 | $224K |
| Crescent Grove Advisors, LLC | 0.02% | New | 734 | $223K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | New | 730 | $222K |
| DecisionMap Wealth Management, LLC | 0.15% | New | 727 | $221K |
| Performance Wealth Partners, LLC | 0.01% | New | 726 | $221K |
| Gries Financial LLC | 0.04% | Reduce -82.4% | 725 | $221K |
| Foster & Motley Inc. | 0.01% | Reduce -24.1% | 716 | $218K |
| DDD Partners, LLC | 0.02% | New | 714 | $217K |
| Valeo Financial Advisors, LLC | 0.01% | New | 712 | $217K |
| Schaeffer Financial LLC | 0.21% | New | 703 | $214K |
| SevenBridge Financial Group, LLC | 0.04% | New | 669 | $214K |
| Rockingstone Advisors LLC | 0.11% | New | 700 | $213K |
| Chronos Wealth Management, LLC | 0.11% | Reduce -24.3% | 700 | $213K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -33.3% | 700 | $213K |
| Barclays PLC | 0.00% | No change | 700 | $213K |
| Cortland Associates Inc. | 0.02% | New | 700 | $213K |
| Reston Wealth Management LLC | 0.07% | New | 698 | $213K |
| LBMC Investment Advisors, LLC | 0.02% | New | 697 | $212K |
| Advyzon Investment Management, LLC | 0.05% | New | 696 | $212K |
| Wells Financial Advisors INC | 0.29% | New | 696 | $212K |
| Cypress Capital Group | 0.03% | New | 695 | $212K |
| Advisor OS, LLC | 0.02% | New | 7,534 | $211K |
| Grant Street Asset Management, Inc. | 0.05% | New | 692 | $211K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +36.4% | 689 | $210K |
| HUB Investment Partners, LLC | 0.01% | New | 687 | $209K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 676 | $206K |
| Cornerstone Advisors Asset Management, LLC | 0.04% | New | 673 | $205K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 673 | $205K |
| WNY Asset Management, LLC | 0.02% | New | 672 | $205K |
| Capital Advantage, Inc. | 0.03% | New | 665 | $202K |
| Hilltop Holdings Inc. | 0.01% | New | 661 | $201K |
| Deutsche Bank AG | 0.00% | No change | 646 | $197K |
| Harbour Investments, Inc. | 0.01% | Add +55.4% | 645 | $196K |
| Dunhill Financial, LLC | 0.06% | Add +1782.3% | 640 | $195K |
| West Branch Capital LLC | 0.06% | Add +0.2% | 614 | $187K |
| Harbor Investment Advisory, LLC | 0.02% | Add +34.7% | 586 | $178K |
| Traub Capital Management LLC | 0.16% | — | 560 | $170K |
| Cape Investment Advisory, Inc. | 0.06% | Add +56.1% | 559 | $170K |
| Brooklyn Investment Group | 0.02% | Reduce -83.5% | 557 | $170K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -11.9% | 557 | $170K |
| Colonial Trust Advisors | 0.01% | Reduce -1.8% | 557 | $170K |
| Founders Financial Alliance, LLC | 0.04% | No change | 525 | $160K |
| Lowe Wealth Advisors, LLC | 0.06% | Add +133.9% | 524 | $159K |
| MeadowBrook Investment Advisors LLC | 0.14% | No change | 522 | $159K |
| Arax Advisory Partners | 0.01% | Add +30.0% | 182 | $158K |
| First Financial Corp. | 0.07% | No change | 488 | $149K |
| United Community Bank | 0.05% | No change | 475 | $145K |
| Allworth Financial LP | 0.00% | Add +2.6% | 469 | $143K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -1.9% | 453 | $138K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | — | 503 | $136K |
| North Star Investment Management Corp. | 0.01% | No change | 447 | $136K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -28.7% | 433 | $132K |
| New Republic Capital, LLC | 0.05% | Reduce -7.2% | 424 | $129K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | Reduce -11.3% | 399 | $121K |
| Balentine LLC | 0.00% | No change | 382 | $116K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +56.9% | 378 | $115K |
| Painted Porch Advisors LLC | 0.05% | No change | 372 | $113K |
| Millstone Evans Group, LLC | 0.07% | No change | 328 | $100K |
| Old Second National Bank of Aurora | 0.02% | New | 321 | $98K |
| Talon Private Wealth, LLC | 0.01% | New | 317 | $96K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 313 | $95K |
| Asset Planning,Inc | 0.07% | No change | 300 | $91K |
| Islay Capital Management, LLC | 0.06% | Add +200.0% | 300 | $91K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 299 | $91K |
| Byrne Asset Management LLC | 0.07% | Reduce -61.3% | 299 | $91K |
| Larson Financial Group LLC | 0.00% | Add +28.3% | 299 | $91K |
| TruNorth Capital Management, LLC | 0.02% | No change | 294 | $90K |
| PrairieView Partners, LLC | 0.01% | Reduce -6.3% | 281 | $85K |
| Park Place Capital Corp | 0.02% | Add +318.5% | 272 | $83K |
| Colonial Trust Co / SC | 0.01% | No change | 264 | $80K |
| Northwest Capital Management Inc | 0.04% | No change | 263 | $80K |
| Eastern Bank | 0.00% | Add +3.6% | 258 | $79K |
| True Wealth Design, LLC | 0.03% | No change | 250 | $76K |
| Copia Wealth Management | 0.06% | No change | 248 | $75K |
| Abound Wealth Management | 0.02% | No change | 247 | $75K |
| Barrett & Company, Inc. | 0.03% | No change | 240 | $73K |
| Bokf, NA | 0.00% | No change | 237 | $72K |
| Rhumbline Advisers | 0.00% | No change | 233 | $71K |
| Cordgrass Capital Advisors, LLC | 0.02% | New | 217 | $66K |
| American National Bank & Trust | 0.01% | No change | 212 | $65K |
| Orion Capital Management LLC | 0.02% | No change | 195 | $59K |
| Investment Counsel Co. of Nevada | 0.12% | New | 194 | $59K |
| CENTRAL TRUST Co | 0.00% | Add +1257.1% | 190 | $58K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +23.4% | 179 | $54K |
| Concord Wealth Partners | 0.01% | No change | 179 | $54K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Add +22.8% | 178 | $54K |
| NBT Bank, N.A. | 0.00% | No change | 162 | $49K |
| Coston, McIsaac & Partners | 0.01% | No change | 157 | $47K |
| Archer Investment Corp | 0.01% | No change | 153 | $47K |
| Marquette Associates, Inc. | 0.04% | No change | 150 | $46K |
| Hilltop National Bank | 0.01% | — | 150 | $46K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $46K |
| Anfield Capital Management, LLC | 0.01% | No change | 148 | $45K |
| Geneos Wealth Management Inc. | 0.00% | Add +40.2% | 136 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +126.7% | 136 | $41K |
| Glassman Wealth Services | 0.01% | No change | 135 | $41K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 122 | $37K |
| Beacon Capital Management, LLC | 0.01% | New | 122 | $37K |
| Robinswood Financial LLC | 0.01% | No change | 121 | $37K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 133 | $36K |
| Toth Financial Advisory Corp. | 0.00% | No change | 105 | $32K |
| JDM Financial Group LLC | 0.01% | No change | 100 | $30K |
| FWL Investment Management, LLC | 0.01% | No change | 100 | $30K |
| Operose Advisors LLC | 0.01% | No change | 100 | $30K |
| Team Financial Group, LLC | 0.01% | New | 98 | $30K |
| Chilton Capital Management LLC | 0.00% | No change | 97 | $30K |
| SouthState Bank Corp | 0.00% | New | 95 | $29K |
| Bogart Wealth, LLC | 0.00% | Add +217.2% | 92 | $28K |
| CX Institutional | 0.00% | No change | 93 | $28K |
| TFC Financial Management, Inc. | 0.00% | No change | 90 | $27K |
| Trust Co | 0.00% | No change | 87 | $26K |
| GAMMA Investing LLC | 0.00% | No change | 85 | $26K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -55.3% | 81 | $25K |
| Evermay Wealth Management LLC | 0.00% | No change | 77 | $23K |
| Westside Investment Management, Inc. | 0.00% | No change | 76 | $23K |
| Clark Wealth Partners | 0.01% | Reduce -59.7% | 73 | $22K |
| MCF Advisors LLC | 0.00% | Reduce -19.1% | 72 | $22K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -44.9% | 70 | $22K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -96.1% | 67 | $20K |
| Topsail Wealth Management, LLC | 0.00% | No change | 65 | $20K |
| Caldwell Trust Co | 0.00% | No change | 64 | $19K |
| Anchor Investment Management, LLC | 0.00% | No change | 64 | $19K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 62 | $19K |
| Providence Capital Advisors, LLC | 0.00% | New | 62 | $19K |
| BNP Paribas Financial Markets | 0.00% | Add +27.1% | 61 | $19K |
| Briaud Financial Planning Inc | 0.01% | New | 60 | $18K |
| Capital A Wealth Management, LLC | 0.19% | Reduce -93.2% | 77 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $16K |
| DecisionPoint Financial, LLC | 0.00% | No change | 51 | $15K |
| Realta Investment Advisors | 0.01% | New | 50 | $15K |
| Peoples Financial Services Corp. | 0.01% | No change | 50 | $15K |
| Sage Mountain Advisors LLC | 0.00% | No change | 47 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 47 | $14K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 48 | $14K |
| Breakwater Investment Management | 0.01% | No change | 45 | $14K |
| Angeles Wealth Management, LLC | 0.00% | No change | 43 | $13K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 39 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 36 | $11K |
| Paladin Advisory Group, LLC | 0.01% | No change | 36 | $11K |
| IMA Advisory Services, Inc. | 0.00% | No change | 36 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 34 | $10K |
| Pineridge Advisors LLC | 0.00% | Add +3.0% | 34 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 33 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 33 | $10K |
| Crews Bank & Trust | 0.00% | No change | 33 | $10K |
| Towne Trust Company, N.A | 0.00% | No change | 27 | $8K |
| Silicon Valley Capital Partners | 0.00% | No change | 25 | $8K |
| Grand Wealth Management, LLC | 0.00% | No change | 25 | $8K |
| Tsfg, LLC | 0.00% | New | 24 | $7K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 22 | $7K |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $7K |
| Alpine Bank Wealth Management | 0.00% | No change | 20 | $6K |
| Delta Asset Management LLC | 0.00% | Reduce -5.3% | 18 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 15 | $5K |
| MGB Wealth Management, LLC | 0.00% | No change | 15 | $5K |
| Park Square Financial Group, LLC | 0.00% | No change | 14 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 14 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | Add +83.3% | 11 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -33.3% | 10 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 10 | $3K |
| North Capital, Inc. | 0.00% | No change | 9 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 9 | $3K |
| Alerus Financial NA | 0.00% | New | 9 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 9 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 8 | $2K |
| Kessler Investment Group, LLC | 0.00% | No change | 5 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 5 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 4 | $1K |
| Capital Investment Counsel, Inc | 0.00% | New | 4 | $1K |
| Winch Advisory Services, LLC | 0.00% | New | 3 | $915 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 2 | $608 |
"% 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.