iShares S&P 100 ETFOEFETF
13F holders, Q3 2025 (September 30)999holders +58
90new positions
38sold out
5famous investors
$305.82avg. 13F price*
At the end of Q3 2025, 999 institutions reported holding iShares S&P 100 ETF (OEF) in their 13F filings, up 58 from Q2 2025. 90 opened new positions and 38 sold out. The largest holders were Envestnet Asset Management Inc. ($3.6B), Bank of America Corp. ($2.3B) and LPL Financial LLC ($1.4B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares S&P 100 ETF
- CUSIP
- 464287101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $516.6M |
| Exits | 38 | $125.4M |
All 13F filers, Q2 2025 → Q3 2025: 25,385,010 shares bought and 1,773,589 shares sold, net +23,611,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 999 holders
| Envestnet Asset Management Inc. | 1.03% | Add +82.3% | 10,736,206 | $3.6B |
| Bank of America Corp. | 0.17% | Add +4.0% | 6,834,483 | $2.3B |
| LPL Financial LLC | 0.41% | Add +58.2% | 4,239,339 | $1.4B |
| JPMorgan Chase & Co. | 0.06% | Add +27.8% | 2,680,787 | $892.3M |
| Fifth Third Bancorp | 2.73% | Reduce -4.5% | 2,562,221 | $852.8M |
| Arax Advisory Partners | 11.58% | Add +4202614.3% | 7,648,940 | $806.7M |
| Morgan Stanley | 0.05% | Add +28.4% | 2,408,497 | $801.6M |
| Jones Financial Companies LLLP | 0.47% | Add +4.0% | 2,067,298 | $684.2M |
| BlackRock, Inc. | 0.01% | Add +102.4% | 1,247,315 | $415.2M |
| Cwm, LLC | 1.17% | Add +127.5% | 1,163,773 | $387.4M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -2.2% | 1,122,763 | $373.7M |
| Park Avenue Securities LLC | 2.58% | Add +77.0% | 994,293 | $330.9M |
| Envestnet Portfolio Solutions, Inc. | 1.18% | Add +77.7% | 965,510 | $321.4M |
| BlueCrest Capital Management Ltd | 22.19% | New | 925,172 | $307.9M |
| Cresset Asset Management, LLC | 1.22% | Add +0.4% | 832,685 | $277.2M |
| MML Investors Services, LLC | 0.72% | Add +74.7% | 808,214 | $269.0M |
| Focus Partners Wealth | 0.41% | Reduce -0.4% | 766,474 | $255.1M |
| Cetera Investment Advisers | 0.29% | Add +110.8% | 756,551 | $251.8M |
| Wells Fargo & Company | 0.05% | Add +9.1% | 735,067 | $244.7M |
| UBS Group AG | 0.05% | Reduce -1.0% | 710,300 | $236.4M |
| Ieq Capital, LLC | 0.72% | Reduce -2.2% | 708,239 | $235.7M |
| Janney Montgomery Scott LLC | 0.45% | Add +91.3% | 564,984 | $188.0M |
| OneDigital Investment Advisors LLC | 1.85% | Add +53.9% | 542,764 | $180.7M |
| Ameriprise Financial Inc. | 0.04% | Add +33.6% | 539,163 | $179.4M |
| Bank of New York Mellon Corp | 0.03% | Add +85.1% | 506,582 | $168.6M |
| Two Sigma Investments, LP | 0.24% | Reduce -6.2% | 451,500 | $150.3M |
| NewEdge Advisors, LLC | 0.67% | Add +73.0% | 443,328 | $147.6M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +22.9% | 422,751 | $140.7M |
| Commonwealth Equity Services, LLC | 0.18% | Add +25.0% | 422,301 | $140.6M |
| Evoke Wealth, LLC | 2.92% | Reduce -0.1% | 421,208 | $140.2M |
| PNC Financial Services Group, Inc. | 0.08% | Add +4.1% | 414,966 | $138.1M |
| Raymond James Financial Inc. | 0.04% | Add +7.7% | 381,699 | $127.0M |
| JB Capital LLC | 5.19% | Add +89.1% | 361,498 | $120.3M |
| NorthCoast Asset Management LLC | 0.46% | Reduce -1.9% | 354,424 | $118.0M |
| Foundations Investment Advisors, LLC | 1.67% | Add +108.0% | 345,218 | $114.9M |
| Sanctuary Advisors, LLC | 0.64% | Add +35.8% | 333,749 | $111.1M |
| United Capital Financial Advisors, LLC | 0.68% | Add +78.8% | 283,637 | $94.4M |
| Royal Bank of Canada | 0.02% | Add +32.5% | 273,203 | $90.9M |
| CM Wealth Advisors LLC | 21.56% | Add +1.6% | 245,729 | $81.8M |
| Stifel Financial Corp. | 0.07% | Add +56.6% | 228,379 | $76.0M |
| Bluespring Wealth Management, LLC | 6.18% | Add +1.9% | 213,565 | $71.1M |
| Thrivent Financial for Lutherans | 0.14% | Add +614.7% | 206,971 | $68.9M |
| Mariner, LLC | 0.09% | Add +3.1% | 203,682 | $67.8M |
| Osaic Holdings, Inc. | 0.09% | Add +36.0% | 195,991 | $63.9M |
| Bank of Montreal | 0.03% | Reduce -1.6% | 180,696 | $60.1M |
| Citigroup Inc. | 0.04% | Reduce -0.1% | 172,711 | $57.5M |
| Truist Financial Corp. | 0.08% | Add +53.7% | 171,841 | $57.2M |
| Ensign Peak Advisors, Inc | 0.09% | No change | 170,477 | $56.7M |
| Cerity Partners LLC | 0.09% | Reduce -1.9% | 167,272 | $55.7M |
| FMR LLC | 0.00% | Reduce -0.7% | 166,499 | $55.4M |
| Signaturefd, LLC | 0.85% | Reduce -1.3% | 161,628 | $53.8M |
| Integrated Wealth Concepts LLC | 0.47% | Add +13.8% | 158,522 | $52.8M |
| Agf Management Ltd. | 0.23% | Reduce -0.1% | 154,005 | $51.3M |
| Steward Partners Investment Advisory, LLC | 0.29% | Add +23.8% | 151,286 | $50.4M |
| SoundView Advisors Inc. | 17.18% | New | 547,227 | $50.1M |
| AQR Capital Management | 0.03% | Add +31.8% | 149,602 | $49.8M |
| AE Wealth Management LLC | 0.32% | Add +72.0% | 148,604 | $49.5M |
| US Bancorp \de | 0.06% | Add +53.7% | 145,123 | $48.3M |
| Atria Investments, Inc | 0.55% | Add +90.2% | 143,508 | $47.8M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Reduce -13.4% | 139,239 | $46.3M |
| Quantinno Capital Management LP | 0.12% | Add +0.3% | 136,405 | $45.4M |
| Alps Advisors Inc. | 0.25% | Reduce -0.8% | 133,572 | $44.5M |
| Dorsey & Whitney Trust CO LLC | 2.19% | No change | 124,725 | $41.5M |
| Balyasny Asset Management L.P. | 0.08% | New | 119,684 | $39.8M |
| Franklin Resources Inc. | 0.01% | Add +395.1% | 115,912 | $38.6M |
| Financial Partners Group, Inc | 4.76% | Reduce -0.7% | 114,707 | $38.2M |
| Vicus Capital | 2.88% | Add +220.4% | 113,245 | $37.7M |
| Icon Wealth Advisors, LLC | 2.54% | Add +66.6% | 112,635 | $37.5M |
| CreativeOne Wealth, LLC | 0.90% | Add +86.5% | 110,239 | $36.7M |
| Capital Analysts, LLC | 1.06% | Add +33.4% | 108,901 | $36.2M |
| IFP Advisors, Inc | 0.92% | Add +26.3% | 106,662 | $35.5M |
| Oakworth Capital, Inc. | 2.00% | Reduce -0.7% | 103,995 | $34.6M |
| Demars Financial Group, LLC | 11.54% | Add +0.6% | 100,082 | $33.3M |
| Pathstone Holdings, LLC | 0.12% | Reduce -27.3% | 94,918 | $31.6M |
| RIA Advisory Group LLC | 7.91% | Add +3.5% | 92,158 | $30.7M |
| Shepherd Financial Partners LLC | 2.84% | Add +81.0% | 89,517 | $29.8M |
| Sharkey, Howes & Javer | 3.82% | Add +76.3% | 89,225 | $29.7M |
| Ackerman Asset Management, LLC | 21.19% | Reduce -0.0% | 88,886 | $29.6M |
| &partners | 0.18% | Add +30.2% | 84,701 | $28.2M |
| SteelPeak Wealth, LLC | 0.93% | Add +92.1% | 83,561 | $27.8M |
| Stone House Investment Management, LLC | 4.57% | Add +87.4% | 81,563 | $27.1M |
| Financial Enhancement Group LLC | 3.61% | Add +2.0% | 79,924 | $26.9M |
| Harbour Trust & Investment Management Co | 2.76% | Reduce -1.4% | 80,235 | $26.7M |
| Merit Financial Group, LLC | 0.25% | Add +13.9% | 80,172 | $26.7M |
| Captrust Financial Advisors | 0.05% | Add +0.5% | 78,998 | $26.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +8.7% | 75,553 | $25.1M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -15.5% | 75,298 | $25.1M |
| Empowered Funds, LLC | 0.25% | New | 74,653 | $24.8M |
| Orion Porfolio Solutions, LLC | 0.19% | Add +52.9% | 74,610 | $24.8M |
| Amplius Wealth Advisors, LLC | 2.14% | Reduce -41.7% | 74,251 | $24.7M |
| Detalus Advisors, LLC | 6.30% | Add +19.3% | 73,164 | $24.4M |
| Seven Mile Advisory | 3.98% | New | 72,885 | $24.3M |
| High Falls Advisors, Inc | 4.80% | Add +67.7% | 70,022 | $23.3M |
| Old National Bancorp | 0.40% | Reduce -7.8% | 69,923 | $23.3M |
| TSA Wealth Managment LLC | 7.71% | Add +28.3% | 68,059 | $22.7M |
| One Capital Management, LLC | 0.71% | Reduce -9.9% | 67,065 | $22.3M |
| Pettinga Financial Advisors LLC | 4.22% | Add +155.9% | 65,105 | $21.7M |
| Perigon Wealth Management, LLC | 0.43% | Add +90.3% | 63,352 | $21.1M |
| Patten & Patten Inc. | 1.22% | Add +5.8% | 62,591 | $20.8M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -90.5% | 62,218 | $20.7M |
| Keebeck Wealth Management | 2.44% | Add +9.4% | 61,981 | $20.6M |
| Panoramic Capital Partners, LLC | 13.24% | Reduce -0.8% | 61,900 | $20.6M |
| Kelly Financial Services LLC | 5.33% | Add +50.6% | 61,811 | $20.6M |
| Wealth Forward, LLC | 11.48% | Reduce -1.5% | 59,397 | $19.8M |
| Private Advisor Group, LLC | 0.10% | Add +28.1% | 59,072 | $19.7M |
| M&T Bank Corp | 0.07% | Reduce -7.6% | 58,813 | $19.6M |
| Wealth Alliance, LLC | 2.00% | Add +41.3% | 58,375 | $19.4M |
| TABR Capital Management, LLC | 13.14% | Add +50.2% | 57,842 | $19.2M |
| Cypress Wealth Services, LLC | 3.13% | Add +36.9% | 57,479 | $19.1M |
| Investors Research Corp | 3.51% | Add +3.8% | 56,976 | $19.0M |
| Farther Finance Advisors, LLC | 0.28% | Add +41.8% | 56,515 | $18.8M |
| Jackson Wealth Management, LLC | 1.86% | Add +1.9% | 55,952 | $18.6M |
| ONE Advisory Partners, LLC | 5.68% | Add +54.5% | 55,726 | $18.5M |
| Fifth Third Wealth Advisors LLC | 0.68% | Add +23.0% | 55,148 | $18.4M |
| Brown Brothers Harriman & Co. | 0.11% | No change | 54,761 | $18.2M |
| Stokes Family Office, LLC | 1.69% | Add +56.4% | 53,511 | $17.8M |
| Keybank National Association | 0.06% | Reduce -0.5% | 52,351 | $17.4M |
| HighTower Advisors, LLC | 0.02% | Add +17.7% | 52,260 | $17.4M |
| Avid Wealth Partners LLC | 8.62% | Add +1.9% | 52,090 | $17.3M |
| PAX Financial Group, LLC | 3.12% | Add +116.9% | 51,956 | $17.3M |
| One Wealth Advisors, LLC | 2.16% | Add +0.1% | 51,668 | $17.2M |
| Equitable Holdings, Inc. | 0.13% | Add +66.8% | 51,238 | $17.1M |
| Northern Trust Corp. | 0.00% | Add +2.5% | 50,354 | $16.8M |
| Trek Financial, LLC | 0.99% | Add +77.6% | 49,849 | $16.6M |
| NorthRock Partners, LLC | 0.30% | Add +1670.2% | 49,282 | $16.4M |
| Ancora Advisors LLC | 0.33% | Add +2.4% | 49,259 | $16.4M |
| Strategic Blueprint, LLC | 0.71% | Add +44.2% | 48,910 | $16.3M |
| Natural Investments, LLC | 4.02% | Add +9135.5% | 168,641 | $16.2M |
| Quest Investment Management LLC | 1.67% | Reduce -5.5% | 47,774 | $15.9M |
| MB Generational Wealth, LLC | 10.09% | — | 47,723 | $15.9M |
| Affinity Capital Advisors, LLC | 2.43% | Add +7.0% | 47,334 | $15.8M |
| Meridian Wealth Advisors, LLC | 2.24% | Reduce -0.0% | 47,387 | $15.8M |
| Goldstein Advisors, LLC | 1.88% | New | 46,503 | $15.5M |
| CFS Investment Advisory Services, LLC | 1.14% | Add +64.8% | 45,391 | $15.4M |
| Roof Eidam Maycock Peralta, LLC | 3.70% | Add +1.5% | 45,734 | $15.2M |
| Creative Planning | 0.01% | Reduce -0.5% | 45,617 | $15.2M |
| Natixis Advisors, LLC | 0.02% | Add +16.6% | 45,021 | $15.0M |
| Regal Investment Advisors LLC | 0.98% | Add +77.2% | 44,978 | $15.0M |
| Dynasty Wealth Management, LLC | 0.20% | Reduce -80.2% | 44,783 | $14.9M |
| Cardinal Strategic Wealth Guidance | 3.99% | Reduce -1.2% | 44,524 | $14.8M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +20.4% | 44,498 | $14.8M |
| Country Club Bank | 0.88% | Reduce -4.8% | 44,580 | $14.8M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.6% | 43,564 | $14.5M |
| Swmg, LLC | 4.35% | Add +103.6% | 42,772 | $14.4M |
| Blue Trust, Inc. | 0.16% | Add +53.7% | 42,984 | $14.3M |
| Brown Advisory Inc. | 0.02% | Add +623.6% | 42,925 | $14.3M |
| VestGen Advisors, LLC | 0.47% | Add +92.3% | 42,048 | $14.0M |
| Legacy Financial Group LLC | 1.81% | Add +89.2% | 41,601 | $13.8M |
| Midwest Capital Advisors, LLC | 6.65% | Add +88.9% | 41,454 | $13.8M |
| Invst, LLC | 1.55% | Add +85.3% | 41,090 | $13.7M |
| Carnegie Investment Counsel | 0.25% | Add +2.2% | 40,348 | $13.4M |
| J.W. Cole Advisors, Inc. | 0.25% | Add +9.9% | 39,616 | $13.2M |
| Tidemark, LLC | 3.83% | Add +91.4% | 39,472 | $13.1M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +136.4% | 38,784 | $12.9M |
| Continuum Advisory, LLC | 1.34% | Add +1.6% | 38,120 | $12.7M |
| Wealth Group Ltd | 2.92% | Add +78.8% | 37,931 | $12.6M |
| Fifth Third Securities, Inc. | 0.85% | Add +139.6% | 37,451 | $12.5M |
| First Pacific Financial | 1.71% | Reduce -1.1% | 37,003 | $12.3M |
| Watershed Private Wealth LLC | 3.80% | Add +43.5% | 36,148 | $12.0M |
| Brookstone Capital Management | 0.14% | Add +94.7% | 36,006 | $12.0M |
| Onyx Bridge Wealth Group LLC | 1.27% | Add +1.4% | 35,114 | $11.7M |
| Corient Private Wealth LP | 0.02% | Reduce -16.8% | 34,883 | $11.6M |
| Kilter Group LLC | 5.48% | Add +144.9% | 34,703 | $11.6M |
| Assetmark, Inc. | 0.02% | Add +53.7% | 34,655 | $11.5M |
| IHT Wealth Management, LLC | 0.29% | Reduce -21.1% | 34,317 | $11.4M |
| McMorgan & Co. LLC | 1.75% | Reduce -16.7% | 34,155 | $11.4M |
| Bay Harbor Wealth Management, LLC | 2.98% | Add +87.8% | 33,118 | $11.0M |
| Schorn Wealth LLC | 3.36% | Add +8.6% | 33,052 | $11.0M |
| Segment Wealth Management, LLC | 0.66% | Reduce -1.8% | 32,946 | $11.0M |
| McKinley Carter Wealth Services, Inc. | 0.55% | Reduce -0.8% | 31,563 | $10.5M |
| Stock Yards Bank & Trust Co. | 0.33% | Add +0.7% | 31,374 | $10.4M |
| Roble, Belko & Company, Inc | 1.42% | Reduce -0.2% | 31,360 | $10.4M |
| WealthShield Partners, LLC | 1.17% | Add +68.3% | 30,921 | $10.3M |
| Integrity Alliance, Llc. | 0.48% | Reduce -7.2% | 30,622 | $10.2M |
| Keystone Financial Services | 3.12% | Add +5.3% | 30,242 | $10.1M |
| Lockheed Martin Investment Management Co. | 0.37% | No change | 30,000 | $10.0M |
| Advisory Services Network, LLC | 0.15% | Add +20.2% | 29,935 | $10.0M |
| Elevation Capital Advisory, LLC | 3.96% | Reduce -22.4% | 29,814 | $9.9M |
| Savvy Advisors, Inc. | 0.46% | Add +22.0% | 29,798 | $9.9M |
| Atticus Wealth Management, LLC | 2.50% | Reduce -4.6% | 29,747 | $9.9M |
| Principal Securities, Inc. | 0.16% | Add +44.6% | 29,652 | $9.9M |
| Aft, Forsyth & Sober, LLC | 3.04% | No change | 29,450 | $9.8M |
| Sovran Advisors, LLC | 0.87% | Add +79.3% | 28,472 | $9.8M |
| Tennessee Valley Asset Management Partners | 1.33% | New | 29,402 | $9.8M |
| Fsa Wealth Partners, Inc. | 3.75% | Reduce -4.3% | 29,224 | $9.7M |
| Wharton Business Group, LLC | 0.42% | Reduce -0.8% | 29,199 | $9.7M |
| Canal Capital Management, LLC | 1.45% | Reduce -1.6% | 29,083 | $9.7M |
| Liberty Wealth Management LLC | 1.35% | Add +6.1% | 28,898 | $9.6M |
| Kickstand Ventures, Llc. | 2.11% | Reduce -4.1% | 28,749 | $9.6M |
| Quadrant Private Wealth Management, LLC | 1.74% | Add +50.7% | 28,628 | $9.5M |
| Perennial Investment Advisors, LLC | 0.78% | Add +66.8% | 28,466 | $9.5M |
| Snowden Capital Advisors LLC | 0.26% | Add +94.6% | 28,439 | $9.5M |
| Select Asset Management & Trust | 2.90% | Add +0.9% | 28,289 | $9.4M |
| Sagespring Wealth Partners, LLC | 0.18% | Add +914.9% | 277,520 | $9.4M |
| Legacy Advisors, LLC | 1.14% | — | 27,708 | $9.2M |
| W Advisors, LLC | 4.83% | Add +6.3% | 27,574 | $9.2M |
| Cobblestone Asset Management LLC | 4.09% | Add +93.3% | 26,859 | $8.9M |
| Financial Life Advisors | 2.83% | Reduce -4.1% | 26,469 | $8.8M |
| PMG Wealth Management, Inc. | 6.70% | Add +1.3% | 26,510 | $8.8M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +68.5% | 26,390 | $8.8M |
| Prospera Financial Services Inc | 0.15% | Add +58.4% | 26,179 | $8.7M |
| Carret Asset Management, LLC | 0.85% | Reduce -2.3% | 26,190 | $8.7M |
| Apollon Wealth Management, LLC | 0.15% | Add +80.5% | 26,033 | $8.7M |
| D.A. Davidson & Co. | 0.06% | Add +5.1% | 25,836 | $8.6M |
| Csenge Advisory Group | 0.40% | Add +36.0% | 25,372 | $8.4M |
| Capital Advisors, Ltd. LLC | 0.95% | Reduce -0.2% | 25,341 | $8.4M |
| Horst & Graben Wealth Management LLC | 1.28% | Add +25.6% | 25,210 | $8.4M |
| Private Client Services, LLC | 2.80% | Reduce -2.1% | 25,148 | $8.4M |
| Global Retirement Partners, LLC | 0.19% | Add +47.3% | 24,859 | $8.3M |
| SigFig Wealth Management, LLC | 0.25% | Add +86.0% | 24,696 | $8.2M |
| Ascent Group, LLC | 0.29% | Reduce -5.9% | 24,591 | $8.2M |
| Moneco Advisors, LLC | 0.66% | Reduce -33.5% | 23,839 | $7.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -9.2% | 23,707 | $7.9M |
| Van Hulzen Asset Management, LLC | 0.58% | Add +5.7% | 23,612 | $7.9M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Reduce -47.4% | 23,468 | $7.8M |
| Alliancebernstein L.P. | 0.00% | Add +6.6% | 23,431 | $7.8M |
| Alternative Investment Advisors, LLC. | 3.52% | Add +5.4% | 23,258 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.9% | 23,004 | $7.7M |
| HB Wealth Management, LLC | 0.05% | Reduce -0.1% | 23,032 | $7.7M |
| Citizens Financial Group Inc. | 0.10% | Add +27.3% | 22,665 | $7.5M |
| Blair William & Co. | 0.02% | Add +2.2% | 22,459 | $7.5M |
| True Vision MN LLC | 3.87% | Add +76.3% | 22,287 | $7.4M |
| Synergy Investment Management, LLC | 2.78% | Add +74.4% | 21,886 | $7.3M |
| Rothschild Wealth LLC | 1.58% | Add +9.4% | 21,847 | $7.3M |
| Mutual Advisors, LLC | 0.16% | Add +42.9% | 21,518 | $7.2M |
| Family Manage LLC | 0.99% | Reduce -5.6% | 21,519 | $7.2M |
| SWP Financial LLC | 3.63% | Add +93.6% | 21,382 | $7.1M |
| Johnson Investment Counsel Inc. | 0.06% | Reduce -0.8% | 21,398 | $7.1M |
| Manchester Capital Management LLC | 0.96% | No change | 21,264 | $7.1M |
| Pinnacle Financial Partners Inc | 0.17% | No change | 21,178 | $7.0M |
| SCS Capital Management LLC | 0.08% | Add +0.1% | 21,158 | $7.0M |
| Verus Capital Partners, LLC | 0.55% | Add +22.3% | 21,140 | $7.0M |
| NTV Asset Management LLC | 0.77% | Reduce -2.2% | 21,104 | $7.0M |
| Jane Street Group, LLC | 0.01% | New | 21,100 | $7.0M |
| Fisher Asset Management | 0.00% | Reduce -7.2% | 20,963 | $7.0M |
| Renaissance Technologies | 0.01% | Add +360.0% | 20,700 | $6.9M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +42.3% | 20,466 | $6.8M |
| Fulton Breakefield Broenniman LLC | 0.44% | Reduce -3.4% | 20,377 | $6.8M |
| Certus Wealth Management, LLC | 4.05% | Add +52.8% | 20,350 | $6.8M |
| BridgePort Financial Solutions, LLC | 1.82% | Add +228.8% | 20,332 | $6.8M |
| Client First Capital LLC | 2.97% | Reduce -34.2% | 20,035 | $6.7M |
| Baird Financial Group, Inc. | 0.01% | Add +46.5% | 20,026 | $6.7M |
| Shared Vision Wealth Group LLC | 2.74% | Add +59.5% | 19,319 | $6.5M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +175.1% | 19,222 | $6.4M |
| KM Capital Management Ltd. | 2.88% | Reduce -4.8% | 18,706 | $6.2M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +9.4% | 18,677 | $6.2M |
| Twin Peaks Wealth Advisors, LLC | 2.11% | Add +97.0% | 18,595 | $6.2M |
| JPL Wealth Management, LLC | 1.46% | Reduce -1.8% | 18,454 | $6.1M |
| Patton Albertson Miller Group, LLC | 0.73% | Add +7.5% | 18,283 | $6.1M |
| Modern Wealth Management, LLC | 0.12% | Add +97.8% | 18,175 | $6.0M |
| One Wealth Capital Management, LLC | 2.70% | Add +55.2% | 18,063 | $6.0M |
| Veridan Wealth LLC | 2.07% | — | 18,036 | $6.0M |
| Culbertson A N & Co. Inc. | 0.85% | Reduce -0.6% | 18,017 | $6.0M |
| Forthright Family Wealth Advisory LLC | 3.67% | Add +1989.5% | 17,928 | $6.0M |
| Independence Bank of Kentucky | 0.76% | Add +1.7% | 17,787 | $5.9M |
| Kaydan Wealth Management, Inc. | 1.69% | Add +10.1% | 17,745 | $5.9M |
| Security Financial Services, INC. | 0.93% | Reduce -4.9% | 17,352 | $5.8M |
| Scissortail Wealth Management, LLC | 1.26% | Add +184.1% | 17,344 | $5.8M |
| Centurion Wealth Management LLC | 1.31% | Add +142.7% | 17,268 | $5.7M |
| GenWealth Group, Inc. | 1.06% | Reduce -3.8% | 17,137 | $5.7M |
| Mayflower Financial Advisors, LLC | 0.70% | Reduce -2.2% | 16,802 | $5.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +4.4% | 16,608 | $5.5M |
| Comerica Bank | 0.02% | Add +15.0% | 16,489 | $5.5M |
| Spectrum Planning & Advisory Services Inc. | 3.09% | Add +117.7% | 16,454 | $5.5M |
| Silver Oak Securities, Incorporated | 0.41% | Add +257.7% | 16,323 | $5.4M |
| Tudor Investment Corporation | 0.04% | New | 16,194 | $5.4M |
| Ashton Thomas Securities, LLC | 0.75% | New | 16,045 | $5.3M |
| 5T Wealth, LLC | 2.31% | Add +35.9% | 15,942 | $5.3M |
| Independent Financial Group, LLC | 0.13% | Add +20.4% | 15,810 | $5.3M |
| Regions Financial Corp. | 0.03% | Reduce -1.9% | 15,804 | $5.3M |
| Apeiron RIA LLC | 1.15% | Add +65.3% | 15,438 | $5.1M |
| McAdam, LLC | 0.25% | Reduce -1.7% | 15,343 | $5.1M |
| Hoxton Planning & Management, LLC | 1.60% | Add +65.9% | 14,952 | $5.0M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | No change | 14,865 | $5.0M |
| Lantz Financial LLC | 1.09% | Add +69.2% | 14,782 | $4.9M |
| Wedbush Securities Inc. | 0.16% | Reduce -17.4% | 14,658 | $4.9M |
| Synergy Asset Management, LLC | 0.18% | Add +100.0% | 15,924 | $4.8M |
| Welch & Forbes LLC | 0.06% | Add +1.1% | 14,536 | $4.8M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Add +37.0% | 14,479 | $4.8M |
| Vise Technologies, Inc. | 0.18% | Add +93.8% | 14,381 | $4.8M |
| Ridgeline Wealth, LLC | 3.47% | Reduce -0.1% | 14,139 | $4.7M |
| Quotient Wealth Partners, LLC | 0.13% | Add +0.3% | 14,078 | $4.7M |
| NewEdge Wealth, LLC | 0.07% | Add +0.8% | 13,523 | $4.6M |
| Braun-Bostich & Associates Inc. | 2.91% | Add +115.9% | 13,893 | $4.6M |
| Dakota Wealth Management | 0.09% | Reduce -3.7% | 13,672 | $4.6M |
| Gateway Wealth Partners, LLC | 0.61% | Add +98.8% | 13,485 | $4.5M |
| Signet Financial Management, LLC | 0.52% | Add +80.6% | 13,448 | $4.5M |
| Simplicity Wealth,LLC | 0.26% | Reduce -5.2% | 13,448 | $4.5M |
| BBR Partners, LLC | 0.26% | No change | 13,441 | $4.5M |
| Ehrlich Financial Group | 2.64% | Add +6.3% | 13,346 | $4.4M |
| Mgo One Seven LLC | 0.10% | Add +50.8% | 13,170 | $4.4M |
| Dana Investment Advisors, Inc. | 0.13% | Add +1.3% | 13,102 | $4.4M |
| HM Payson & Co. | 0.06% | No change | 12,542 | $4.2M |
| Pinion Investment Advisors, LLC | 1.14% | Add +147.8% | 12,278 | $4.2M |
| Peloton Wealth Strategists | 1.68% | Reduce -4.8% | 12,501 | $4.2M |
| Davis Wealth Advisors, LLC | 3.67% | Add +77.2% | 12,270 | $4.1M |
| RFG Advisory, LLC | 0.08% | Add +78.3% | 12,265 | $4.1M |
| St. Clair Advisors, LLC | 1.08% | No change | 12,240 | $4.1M |
| Kingsview Wealth Management, LLC | 0.06% | Add +99.3% | 12,192 | $4.1M |
| Measured Wealth Private Client Group, LLC | 1.09% | Reduce -1.3% | 12,153 | $4.0M |
| Endeavor Private Wealth, Inc. | 1.24% | Add +18.2% | 12,031 | $4.0M |
| Barnes Wealth Management Group, Inc | 2.19% | Add +118.5% | 11,972 | $4.0M |
| Runnymede Capital Advisors, Inc. | 3.25% | Reduce -0.1% | 11,869 | $4.0M |
| RCS Financial Planning, LLC | 1.74% | Add +46.7% | 11,793 | $3.9M |
| WCG Wealth Advisors LLC | 0.24% | Add +2.6% | 11,600 | $3.9M |
| Mather Group, Llc. | 0.04% | Add +24.1% | 11,551 | $3.8M |
| First Heartland Consultants, Inc. | 0.31% | Add +38.5% | 11,503 | $3.8M |
| Heritage Wealth Advisors | 0.17% | Reduce -0.2% | 11,502 | $3.8M |
| Choreo, LLC | 0.05% | Reduce -10.1% | 11,472 | $3.8M |
| Firethorn Wealth Partners, LLC | 1.46% | Add +71.0% | 11,169 | $3.7M |
| Black Swift Group, LLC | 0.65% | No change | 11,000 | $3.7M |
| Retirement Wealth Solutions LLC | 2.40% | Add +73.6% | 10,971 | $3.7M |
| Cornerstone Planning Group LLC | 0.58% | Add +14908.6% | 10,506 | $3.6M |
| Summit Financial, LLC | 0.05% | Add +1.6% | 10,723 | $3.6M |
| Parallel Advisors, LLC | 0.07% | No change | 10,706 | $3.6M |
| Wealthgarden F.S. LLC | 2.52% | Add +43.8% | 10,496 | $3.5M |
| Aviance Capital Partners, LLC | 0.42% | Reduce -0.0% | 10,544 | $3.5M |
| Sigma Planning Corp | 0.10% | Add +21.6% | 10,370 | $3.5M |
| Sheets Smith Wealth Management | 0.39% | Add +24.3% | 10,303 | $3.4M |
| SOL Capital Management CO | 0.31% | Reduce -10.7% | 10,260 | $3.4M |
| Creegan & Nassoura Financial Group, LLC | 2.19% | Reduce -3.0% | 10,199 | $3.4M |
| Ewa, LLC | 0.94% | Add +38.5% | 10,164 | $3.4M |
| JT Stratford LLC | 0.45% | Add +22.4% | 10,070 | $3.4M |
| GeoWealth Management, LLC | 0.12% | Add +397.0% | 9,964 | $3.3M |
| Nova Wealth Management, Inc. | 2.33% | Reduce -5.8% | 9,954 | $3.3M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +4.3% | 9,942 | $3.3M |
| Providence First Trust Co | 1.12% | No change | 9,698 | $3.2M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.44% | New | 9,593 | $3.2M |
| JFS Wealth Advisors, LLC | 0.18% | Add +71.0% | 9,452 | $3.1M |
| Meridian Wealth Management, LLC | 0.12% | Add +30.1% | 9,391 | $3.1M |
| St. Louis Trust Co | 0.39% | No change | 9,380 | $3.1M |
| Diversify Advisory Services, LLC | 0.10% | Add +126.2% | 8,980 | $3.1M |
| MAI Capital Management | 0.02% | Add +5.1% | 9,232 | $3.1M |
| RMR Wealth Builders | 0.25% | Add +0.3% | 9,127 | $3.0M |
| LifePlan Investment Advisors, Inc. | 1.27% | Add +119.1% | 9,125 | $3.0M |
| Claro Advisors Inc. | 0.44% | Reduce -0.8% | 9,124 | $3.0M |
| KCM Investment Advisors LLC | 0.10% | Add +37.7% | 9,088 | $3.0M |
| Seven Post Investment Office LP | 1.09% | No change | 9,086 | $3.0M |
| Commerce Bank | 0.02% | Add +4.1% | 9,056 | $3.0M |
| Argent Trust Co | 0.11% | Add +7.1% | 8,986 | $3.0M |
| National Bank of Canada | 0.00% | Reduce -4.0% | 8,970 | $3.0M |
| Montag A & Associates Inc. | 0.14% | Add +34.5% | 8,961 | $3.0M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -14.2% | 8,934 | $3.0M |
| Mezzasalma Advisors, LLC | 0.76% | Add +6.0% | 8,885 | $3.0M |
| Scotia Capital Inc. | 0.01% | Reduce -0.8% | 8,878 | $3.0M |
| Nwam LLC | 0.16% | Add +4.6% | 8,759 | $2.9M |
| Blalock Williams, LLC | 2.56% | Add +63.2% | 8,795 | $2.9M |
| Capital Investment Counsel, LLC | 0.42% | Add +5.3% | 8,648 | $2.9M |
| Parsons Capital Management Inc. | 0.16% | Reduce -2.1% | 8,635 | $2.9M |
| Sovereign Financial Group, Inc. | 0.54% | Add +154.7% | 8,584 | $2.9M |
| Means Investment Co., Inc. | 0.24% | Reduce -14.9% | 8,437 | $2.8M |
| A4 Wealth Advisors LLC | 2.36% | — | 8,425 | $2.8M |
| Arete Wealth Advisors, LLC | 0.17% | Add +36.4% | 8,372 | $2.8M |
| Glenmede Investment Management, LP | 0.01% | Reduce -9.6% | 8,364 | $2.8M |
| Howe & Rusling Inc. | 0.19% | No change | 8,359 | $2.8M |
| Global Wealth Strategies & Associates | 0.71% | Reduce -8.4% | 8,269 | $2.8M |
| ShoreHaven Wealth Partners, LLC | 1.02% | Reduce -18.5% | 8,253 | $2.7M |
| Commonwealth Retirement Investments LLC | 0.93% | Add +88.8% | 8,187 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +87.8% | 8,166 | $2.7M |
| NWF Advisory Services Inc. | 0.29% | Reduce -1.1% | 8,045 | $2.7M |
| Benjamin Edwards Inc. | 0.03% | Add +49.1% | 8,036 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +19.7% | 7,971 | $2.7M |
| Access Financial Services, Inc. | 0.95% | No change | 7,915 | $2.6M |
| University of Texas/Texas Am Investment Management Co. | 0.38% | No change | 7,903 | $2.6M |
| Hemington Wealth Management | 0.34% | Reduce -7.8% | 7,883 | $2.6M |
| Legacies Wealth LLC | 1.66% | No change | 7,722 | $2.6M |
| BCU Wealth Advisors, LLC | 1.04% | Add +99.9% | 7,692 | $2.6M |
| Bessemer Group Inc. | 0.00% | Add +5.5% | 7,650 | $2.5M |
| Trail Ridge Investment Advisors, LLC | 1.12% | No change | 7,508 | $2.5M |
| AMG National Trust Bank | 0.06% | Reduce -0.8% | 7,492 | $2.5M |
| CoreCap Advisors, LLC | 0.09% | Add +80.3% | 7,416 | $2.5M |
| Pallas Capital Advisors LLC | 0.09% | Reduce -1.3% | 7,328 | $2.4M |
| Opus Capital Group, LLC | 0.27% | Add +9.8% | 7,307 | $2.4M |
| Wealthedge Investment Advisors, LLC | 0.91% | Add +0.0% | 7,247 | $2.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Reduce -14.4% | 7,215 | $2.4M |
| Copperleaf Capital, LLC | 1.14% | Add +49.3% | 7,151 | $2.4M |
| Tortoise Investment Management, LLC | 0.21% | Reduce -4.1% | 7,140 | $2.4M |
| Beaumont Asset Management, L.L.C. | 1.19% | No change | 7,084 | $2.4M |
| Walled Lake Planning & Wealth Management, LLC | 0.77% | Reduce -0.2% | 7,060 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +97.7% | 6,980 | $2.3M |
| Beacon Financial Group | 0.23% | Add +1.2% | 6,968 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -7.2% | 6,948 | $2.3M |
| Monograph Wealth Advisors, LLC | 0.23% | Add +0.1% | 6,905 | $2.3M |
| Klingman & Associates, LLC | 0.12% | No change | 6,861 | $2.3M |
| Eq LLC | 0.77% | Add +65.7% | 6,832 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +35.6% | 6,800 | $2.3M |
| Diversified Trust Co. | 0.04% | Add +180.3% | 6,728 | $2.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.53% | Add +219.8% | 6,623 | $2.2M |
| Finley Financial, LLC | 1.02% | No change | 6,595 | $2.2M |
| Arkadios Wealth Advisors | 0.05% | Add +50.6% | 6,576 | $2.2M |
| Robinson Smith Wealth Advisors LLC | 1.55% | No change | 6,479 | $2.2M |
| Bailard, Inc. | 0.05% | Reduce -0.3% | 6,453 | $2.1M |
| Optivise Advisory Services LLC | 1.28% | Reduce -17.3% | 6,451 | $2.1M |
| Interchange Capital Partners, LLC | 0.42% | Add +66.0% | 6,438 | $2.1M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -1.3% | 6,369 | $2.1M |
| Spire Wealth Management | 0.07% | Add +8.9% | 6,364 | $2.1M |
| Curtis Advisory Group, LLC | 0.48% | Add +0.4% | 6,349 | $2.1M |
| Advus Financial Partners, LLC | 0.51% | Add +57.0% | 6,331 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +14.0% | 6,236 | $2.1M |
| Fullcircle Wealth LLC | 0.72% | Add +59.2% | 6,015 | $2.1M |
| Financial Advocates Investment Management | 1.14% | Add +7.3% | 6,106 | $2.0M |
| Rahlfs Capital, LLC | 1.61% | No change | 6,100 | $2.0M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -0.8% | 5,920 | $2.0M |
| LVZ, Inc. | 0.22% | Reduce -5.1% | 5,893 | $2.0M |
| World Investment Advisors | 0.04% | Add +60.7% | 5,893 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -1.8% | 5,872 | $2.0M |
| Uptick Partners, LLC | 0.51% | Add +0.6% | 5,780 | $1.9M |
| KPP Advisory Services LLC | 0.28% | Reduce -26.9% | 5,707 | $1.9M |
| Mission Creek Capital Partners, Inc. | 0.37% | Reduce -2.9% | 5,622 | $1.9M |
| Adirondack Trust Co. | 0.62% | No change | 5,545 | $1.8M |
| Accelerate Investment Advisors LLC | 1.25% | Add +34.7% | 5,535 | $1.8M |
| Webster Bank, N. A. | 0.18% | No change | 5,524 | $1.8M |
| IFG Advisory, LLC | 0.08% | Add +80.1% | 5,507 | $1.8M |
| Tiaa Trust, National Association | 0.00% | Add +6.9% | 5,451 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +5.5% | 5,384 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +32.2% | 5,373 | $1.8M |
| Alterna Wealth Management, Inc. | 1.45% | Add +34.7% | 5,277 | $1.8M |
| Avantra Family Wealth, Inc. | 1.31% | Add +60.1% | 5,258 | $1.8M |
| Strait & Sound Wealth Management LLC | 0.66% | Add +10.5% | 5,187 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -6.3% | 5,159 | $1.7M |
| Tyche Wealth Partners LLC | 0.30% | Add +127.4% | 5,122 | $1.7M |
| GTS Securities LLC | 0.07% | Add +117.6% | 5,103 | $1.7M |
| Absolute Capital Management, LLC | 0.73% | Add +128.1% | 5,093 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +78.4% | 5,083 | $1.7M |
| Raleigh Capital Management Inc. | 0.64% | Add +80.4% | 5,042 | $1.7M |
| RiverFront Investment Group, LLC | 0.03% | Reduce -0.5% | 5,039 | $1.7M |
| Certified Advisory Corp | 0.16% | Add +0.8% | 5,003 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +8101.6% | 5,003 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +121.2% | 4,970 | $1.7M |
| Summit Wealth Partners, LLC | 0.30% | Add +2.6% | 4,946 | $1.6M |
| ORG Partners LLC | 0.31% | Add +160.3% | 4,678 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.3% | 4,907 | $1.6M |
| Stonebrook Private Inc. | 0.35% | Add +6.8% | 4,856 | $1.6M |
| Clearstead Advisors, LLC | 0.02% | Reduce -0.7% | 4,851 | $1.6M |
| Litman Gregory Wealth Management LLC | 0.12% | No change | 4,843 | $1.6M |
| Cedar Wealth Management, LLC | 0.49% | No change | 4,784 | $1.6M |
| Transcend Capital Advisors, LLC | 0.11% | Add +37.0% | 4,772 | $1.6M |
| Evergreen Capital Management LLC | 0.04% | Add +25.7% | 4,724 | $1.6M |
| Allen Investment Management, LLC | 0.02% | No change | 4,689 | $1.6M |
| World Equity Group, Inc. | 0.35% | Add +107.9% | 4,670 | $1.6M |
| Stephens Inc. | 0.02% | Add +0.1% | 4,667 | $1.6M |
| Founders Financial Securities LLC | 0.11% | New | 4,660 | $1.6M |
| Aspire Private Capital, LLC | 0.34% | Add +47.9% | 4,645 | $1.5M |
| Rik Saylor Financial, Inc. | 1.13% | Reduce -0.6% | 4,623 | $1.5M |
| WT Wealth Management | 0.44% | Add +6.7% | 4,620 | $1.5M |
| QRG Capital Management, Inc. | 0.02% | Add +314.1% | 4,572 | $1.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 4,551 | $1.5M |
| Ameritas Advisory Services, LLC | 0.10% | Add +163.0% | 4,526 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +15.2% | 4,522 | $1.5M |
| Sax Wealth Advisors, LLC | 0.08% | Add +3.5% | 4,497 | $1.5M |
| WJ Wealth Management, LLC | 0.66% | Reduce -50.0% | 4,327 | $1.5M |
| Councilmark Asset Management, LLC | 0.85% | No change | 4,475 | $1.5M |
| Darwin Wealth Management, LLC | 0.47% | Add +6.4% | 4,435 | $1.5M |
| Curbstone Financial Management Corp | 0.28% | Reduce -5.4% | 4,410 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -2.3% | 4,353 | $1.4M |
| Callan Family Office, LLC | 0.05% | No change | 4,330 | $1.4M |
| HRT Financial LP | 0.01% | Reduce -51.3% | 4,294 | $1.4M |
| XML Financial, LLC | 0.11% | Reduce -0.1% | 4,229 | $1.4M |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -53.2% | 4,160 | $1.4M |
| Madison Wealth Partners, Inc | 0.27% | Reduce -7.3% | 4,087 | $1.4M |
| Highland Capital Management, LLC | 0.07% | No change | 4,081 | $1.4M |
| Quadrant Capital Group LLC | 0.04% | No change | 4,076 | $1.4M |
| Northside Capital Management, LLC | 0.12% | Reduce -0.0% | 4,061 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -1.9% | 4,054 | $1.3M |
| 1834 Investment Advisors Co. | 0.16% | Add +54.3% | 4,028 | $1.3M |
| Regimen Wealth, LLC | 0.39% | Add +0.3% | 3,981 | $1.3M |
| Smith, Moore & Co. | 0.10% | Add +0.8% | 3,958 | $1.3M |
| Brighton Jones LLC | 0.03% | Reduce -10.7% | 3,935 | $1.3M |
| Sound Income Strategies, LLC | 0.07% | Add +34.3% | 3,893 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Reduce -6.0% | 3,916 | $1.3M |
| CPA Asset Management Group, LLC | 0.50% | No change | 3,901 | $1.3M |
| CX Institutional | 0.04% | Add +4058.1% | 3,867 | $1.3M |
| Apexium Financial, LP | 0.06% | Add +0.0% | 3,821 | $1.3M |
| Trust Point Inc. | 0.10% | Add +0.4% | 3,810 | $1.3M |
| Atlatl Advisers LLC | 0.50% | Add +136.8% | 3,772 | $1.3M |
| Verum Partners LLC | 0.27% | Reduce -1.6% | 3,771 | $1.3M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 3,761 | $1.3M |
| Composition Wealth, LLC | 0.02% | Reduce -6.7% | 3,760 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -4.2% | 3,729 | $1.2M |
| Unique Wealth, LLC | 0.18% | Add +34.8% | 3,709 | $1.2M |
| Sand Hill Global Advisors, LLC | 0.04% | Add +0.0% | 3,707 | $1.2M |
| Columbus Macro, LLC | 0.14% | Add +0.2% | 3,688 | $1.2M |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -5.4% | 3,666 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | No change | 3,513 | $1.2M |
| Maxele Advisors, LLC | 1.04% | Reduce -0.1% | 3,621 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Add +25.4% | 3,575 | $1.2M |
| Two West Capital Advisors LLC | 0.71% | Add +63.5% | 3,473 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +55.7% | 3,476 | $1.2M |
| Beacon Financial Advisory LLC | 0.27% | Add +8.9% | 3,475 | $1.2M |
| Western Wealth Management, LLC | 0.06% | Add +3.9% | 3,472 | $1.2M |
| Gen-Wealth Partners Inc | 0.39% | Add +8.6% | 3,456 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Add +8.9% | 3,452 | $1.1M |
| Dentgroup LLC | 0.74% | Add +2.2% | 3,450 | $1.1M |
| Checchi Capital Advisers, LLC | 0.08% | No change | 3,436 | $1.1M |
| Synovus Financial Corp. | 0.01% | Reduce -5.4% | 3,375 | $1.1M |
| Plancorp, LLC | 0.04% | No change | 3,375 | $1.1M |
| Arcadia Investment Advisors LLC | 0.55% | Reduce -1.3% | 3,371 | $1.1M |
| Sequent Asset Management, LLC | 0.53% | No change | 3,367 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +35.0% | 3,364 | $1.1M |
| Fiduciary Group, LLC | 0.10% | Reduce -1.8% | 3,334 | $1.1M |
| PBMares Wealth Management LLC | 0.18% | No change | 3,308 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +62.2% | 3,268 | $1.1M |
| Sutton Place Investors LLC | 0.61% | Add +0.0% | 3,231 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Reduce -7.2% | 3,203 | $1.1M |
| Apex Wealth Management, LLC | 0.76% | New | 3,189 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 3,171 | $1.1M |
| Sachetta, LLC | 0.39% | No change | 3,155 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.08% | Add +906.1% | 3,149 | $1.0M |
| First Trust Advisors LP | 0.00% | Reduce -45.4% | 3,132 | $1.0M |
| VERITY Wealth Advisors | 0.65% | No change | 3,114 | $1.0M |
| Venturi Wealth Management, LLC | 0.05% | Add +14.3% | 3,109 | $1.0M |
| LGT Financial Advisors LLC | 2.21% | Add +14.3% | 3,077 | $1.0M |
| Burke & Herbert Bank & Trust Co. | 0.22% | No change | 3,055 | $1.0M |
| Abner Herrman & Brock LLC | 0.10% | New | 3,053 | $1.0M |
| Advyzon Investment Management, LLC | 0.17% | Add +333.3% | 3,016 | $1.0M |
| DT Investment Partners, LLC | 0.08% | No change | 3,000 | $999K |
| Semus Wealth Partners LLC | 0.56% | Add +111.3% | 2,952 | $983K |
| Theory Financial LLC | 0.35% | Reduce -11.3% | 2,917 | $982K |
| First Citizens Financial Corp | 0.48% | Add +10.6% | 2,895 | $964K |
| Brookwood Investment Group LLC | 0.12% | Reduce -25.6% | 2,895 | $964K |
| Ameliora Wealth Management Ltd. | 0.32% | No change | 2,845 | $947K |
| Signal Advisors Wealth, LLC | 0.09% | Add +55.9% | 2,834 | $943K |
| Provident Wealth Management, LLC | 0.28% | No change | 2,817 | $938K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.0% | 2,817 | $937K |
| Richmond Investment Services, LLC | 0.17% | Add +109.8% | 2,815 | $937K |
| American Trust | 0.08% | Add +0.7% | 2,791 | $929K |
| Triad Wealth Partners, LLC | 0.12% | Add +2.2% | 2,777 | $924K |
| Naples Global Advisors, LLC | 0.07% | Reduce -0.2% | 2,775 | $924K |
| Calton & Associates, Inc. | 0.14% | Add +1.6% | 2,752 | $916K |
| East Coast Asset Management, LLC. | 0.29% | No change | 2,746 | $914K |
| FWG Investments, LLC. | 0.62% | Add +80.6% | 2,723 | $906K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,718 | $905K |
| Private Trust Co. NA | 0.08% | Add +72.3% | 2,710 | $902K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.27% | Reduce -58.6% | 2,635 | $877K |
| Golden State Wealth Management, LLC | 0.10% | Add +11.6% | 2,611 | $869K |
| Lifeworks Advisors, LLC | 0.12% | Add +52.4% | 2,608 | $868K |
| Debussy Capital Management LP | 0.12% | No change | 2,590 | $862K |
| Prosperity Wealth Management, Inc. | 0.29% | Reduce -1.6% | 2,585 | $860K |
| Schnieders Capital Management, Llc. | 0.14% | — | 2,574 | $857K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +85.7% | 2,574 | $857K |
| Indiana Trust & Investment Management Co | 0.26% | No change | 2,569 | $855K |
| Soundwatch Capital LLC | 0.14% | Reduce -4.7% | 2,560 | $852K |
| Mission Wealth Management, LP | 0.02% | Add +0.2% | 2,558 | $851K |
| Mach-1 Financial Group, LLC | 0.14% | New | 2,553 | $850K |
| Integrity Advisory Solutions, LLC | 0.14% | — | 2,553 | $850K |
| Belpointe Asset Management LLC | 0.03% | Reduce -10.3% | 2,544 | $847K |
| Gimbal Financial | 0.51% | Reduce -0.2% | 2,543 | $847K |
| Magnus Financial Group LLC | 0.07% | Add +8.2% | 2,519 | $838K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -12.1% | 2,513 | $836K |
| Smartleaf Asset Management LLC | 0.05% | Add +3.6% | 2,511 | $833K |
| Stillwater Wealth Management Group | 0.57% | — | 2,456 | $818K |
| Confluence Wealth Services, Inc. | 0.04% | Reduce -0.2% | 2,448 | $815K |
| Altus Wealth Management, LLC | 0.36% | Add +34.8% | 2,440 | $812K |
| RVW Wealth, LLC | 0.06% | Reduce -31.1% | 2,401 | $799K |
| Hutchens & Kramer Investment Management Group, LLC | 0.31% | Add +84.9% | 2,393 | $796K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.0% | 2,379 | $792K |
| Lloyd Advisory Services, LLC. | 0.37% | Add +118.0% | 2,378 | $791K |
| Palisade Asset Management, LLC | 0.07% | No change | 2,376 | $791K |
| Asset Management Group, Inc. | 0.13% | Add +0.1% | 2,368 | $788K |
| VestGen Investment Management | 0.47% | Add +113.1% | 2,363 | $787K |
| Howard Capital Management Group, LLC | 0.05% | No change | 2,345 | $781K |
| Arcadia Wealth Management, LLC | 0.31% | Add +35.1% | 2,314 | $770K |
| Lanark Financial, Inc. | 0.06% | Add +0.1% | 2,291 | $763K |
| Golden Road Advisors LLC | 0.44% | Reduce -11.3% | 2,284 | $760K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.2% | 2,283 | $760K |
| Lansing Street Advisors | 0.20% | Reduce -0.8% | 2,280 | $759K |
| Salomon & Ludwin, LLC | 0.07% | No change | 2,258 | $754K |
| Capital Square, LLC | 0.38% | Add +53.9% | 2,261 | $753K |
| PKS Advisory Services, LLC | 0.17% | Add +22.0% | 3,236 | $752K |
| Tudor Financial Inc. | 0.40% | No change | 2,255 | $751K |
| Lantern Wealth Advisors, LLC | 0.39% | Reduce -30.0% | 2,242 | $746K |
| Baron Wealth Management LLC | 0.25% | No change | 2,236 | $744K |
| Trifecta Capital Advisors, LLC | 0.11% | No change | 2,230 | $742K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,218 | $738K |
| Flagship Private Wealth, LLC | 0.29% | Add +0.3% | 2,195 | $731K |
| Chemistry Wealth Management LLC | 0.14% | No change | 2,191 | $729K |
| USA Financial Formulas | 0.13% | Reduce -15.1% | 2,173 | $723K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | Add +28.1% | 2,155 | $717K |
| Legacy Wealth Management, LLC / MS | 0.22% | Add +10.1% | 2,150 | $716K |
| Portland Global Advisors LLC | 0.08% | No change | 2,147 | $715K |
| Becker Capital Management Inc. | 0.02% | Reduce -2.1% | 2,126 | $708K |
| Activest Wealth Management | 0.14% | New | 2,120 | $706K |
| Ibex Wealth Advisors | 0.07% | No change | 2,105 | $701K |
| Savant Capital, LLC | 0.00% | Add +26.2% | 2,103 | $700K |
| Bawa N Mallick Trust | 0.26% | No change | 2,099 | $699K |
| Mitchell Sinkler & Starr | 0.31% | No change | 2,098 | $698K |
| Nilsine Partners, LLC | 0.06% | New | 2,014 | $670K |
| Aptus Capital Advisors, LLC | 0.01% | Add +21.4% | 2,013 | $670K |
| Paulson Wealth Management Inc. | 0.16% | Reduce -8.6% | 2,000 | $666K |
| Neuberger Berman Group LLC | 0.00% | Add +1.1% | 1,992 | $663K |
| PGIM Custom Harvest LLC | 0.01% | New | 1,990 | $662K |
| Elm Partners Management LLC | 0.03% | No change | 1,989 | $662K |
| Transamerica Financial Advisors, LLC | 0.05% | New | 1,988 | $661K |
| DKM Wealth Management, Inc. | 0.52% | Reduce -8.5% | 1,947 | $648K |
| Able Wealth Management LLC | 0.24% | Add +44.6% | 1,944 | $647K |
| Maripau Wealth Management LLC | 0.32% | Add +82.6% | 1,936 | $644K |
| Curi Capital, LLC | 0.01% | Reduce -3.9% | 1,930 | $642K |
| Tempus Wealth Planning, LLC | 0.15% | New | 1,927 | $641K |
| Sageworth Trust Co | 0.03% | New | 1,926 | $641K |
| Compound Planning, Inc. | 0.02% | Add +141.6% | 1,923 | $640K |
| Portland Financial Advisors Inc | 1.36% | Reduce -3.3% | 1,916 | $638K |
| PUREfi Wealth, LLC | 0.49% | Add +31.7% | 1,913 | $637K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 1,909 | $635K |
| ICONIQ Capital, LLC | 0.01% | Add +0.2% | 1,891 | $629K |
| Weaver Consulting Group | 0.16% | Reduce -13.8% | 1,874 | $624K |
| BLB&B Advisors, LLC | 0.03% | Reduce -1.1% | 1,852 | $616K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Add +0.1% | 1,843 | $613K |
| PFG Advisors | 0.03% | New | 1,835 | $611K |
| Glenview Trust Co | 0.01% | No change | 1,831 | $609K |
| Evolution Wealth Advisors, LLC | 0.08% | No change | 1,824 | $607K |
| AdvisorNet Financial, Inc | 0.03% | Add +12.1% | 1,818 | $605K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -79.5% | 1,811 | $603K |
| Modera Wealth Management, LLC | 0.01% | Add +0.2% | 1,791 | $596K |
| SkyOak Wealth, LLC | 0.11% | Reduce -2.9% | 1,775 | $591K |
| FLP Wealth Management, LLC | 1.66% | Add +23.0% | 1,775 | $591K |
| Beacon Bridge Wealth Partners, LLC | 0.21% | Add +1.9% | 1,758 | $585K |
| PFG Investments, LLC | 0.03% | Add +65.1% | 1,719 | $572K |
| Venture Visionary Partners LLC | 0.02% | Reduce -6.1% | 1,704 | $567K |
| Aspen Investment Management Inc | 0.22% | No change | 1,700 | $566K |
| Willis Investment Counsel | 0.03% | Reduce -7.1% | 1,654 | $551K |
| Capital Investment Advisors, LLC | 0.01% | New | 1,647 | $548K |
| Apella Capital, LLC | 0.01% | No change | 1,655 | $548K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 1,645 | $548K |
| United Asset Strategies, Inc. | 0.04% | No change | 1,643 | $547K |
| Caliber Wealth Management, LLC / KS | 0.06% | Add +13.9% | 1,641 | $546K |
| Birchcreek Wealth Management, LLC | 0.28% | No change | 1,628 | $542K |
| Vident Advisory, LLC | 0.01% | No change | 1,617 | $538K |
| High Probability Advisors, LLC | 0.07% | Add +0.4% | 1,616 | $538K |
| Abacus Wealth Partners, LLC | 0.08% | No change | 1,604 | $534K |
| King Wealth Management Group | 0.07% | Reduce -0.9% | 1,596 | $531K |
| Oldfather Financial Services, LLC | 0.16% | Add +1.0% | 1,588 | $529K |
| BCGM Wealth Management, LLC | 0.14% | Reduce -0.5% | 1,586 | $528K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -1.0% | 1,563 | $520K |
| Imprint Wealth LLC | 1.66% | — | 1,557 | $518K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.4% | 1,551 | $516K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 1,544 | $514K |
| HighMark Wealth Management LLC | 0.23% | No change | 1,538 | $512K |
| Sonoma Allocations LLC | 0.19% | — | 1,546 | $511K |
| Advisory Alpha, LLC | 0.01% | New | 1,529 | $511K |
| Concorde Asset Management, LLC | 0.21% | — | 1,506 | $503K |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +118.6% | 1,506 | $501K |
| MA Private Wealth | 0.08% | No change | 1,493 | $497K |
| Squarepoint Ops LLC | 0.00% | New | 1,493 | $497K |
| Balance Wealth Partners LLC | 0.12% | Reduce -1.5% | 1,479 | $492K |
| Capital Wealth Alliance, LLC | 0.24% | Add +4.5% | 1,474 | $491K |
| Aprio Wealth Management, LLC | 0.05% | No change | 1,450 | $483K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 1,447 | $482K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 1,443 | $480K |
| Integrity Investment Advisors, LLC | 0.32% | Reduce -46.4% | 1,442 | $480K |
| Gould Asset Management LLC | 0.09% | No change | 1,440 | $479K |
| Centaurus Financial, Inc. | 0.02% | Add +5.8% | 1,439 | $479K |
| Integrated Advisors Network LLC | 0.02% | Reduce -8.2% | 1,432 | $477K |
| BAM Wealth Management, LLC | 0.37% | — | 1,418 | $472K |
| Northstar Asset Management Inc. | 0.12% | No change | 1,397 | $465K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,394 | $464K |
| Redwood Investment Management, LLC | 0.05% | Reduce -96.5% | 1,388 | $462K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +15.4% | 1,384 | $461K |
| Cape Investment Advisory, Inc. | 0.45% | Add +147.2% | 1,382 | $460K |
| Hilltop Wealth Advisors, LLC | 0.24% | Add +15.9% | 1,362 | $453K |
| Old Port Advisors | 0.11% | Reduce -2.7% | 1,353 | $450K |
| Spinnaker Trust | 0.02% | Add +1.7% | 1,344 | $447K |
| Maia Wealth LLC | 0.07% | Add +8.6% | 1,295 | $445K |
| Focused Wealth Management, Inc | 0.05% | Reduce -1.2% | 1,332 | $443K |
| Grantvest Financial Group LLC | 0.31% | Add +41.1% | 1,328 | $442K |
| Skyline Advisors, Inc. | 0.15% | No change | 1,323 | $440K |
| Ade, LLC | 0.22% | No change | 1,318 | $439K |
| BostonPremier Wealth LLC | 0.22% | New | 1,304 | $434K |
| Bricktown Capital, LLC | 0.07% | No change | 1,294 | $431K |
| Gilbert Capital Group, Inc. | 0.33% | No change | 1,282 | $427K |
| Legacy Edge Advisors, LLC | 0.05% | Add +68.6% | 1,280 | $426K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -6.0% | 1,281 | $426K |
| Romano Brothers and Company | 0.05% | No change | 1,270 | $423K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.2% | 1,268 | $422K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +6.9% | 1,265 | $421K |
| Tompkins Financial Corp. | 0.04% | No change | 1,258 | $419K |
| Choate Investment Advisors | 0.01% | No change | 1,234 | $411K |
| Oliver Luxxe Assets LLC | 0.06% | Reduce -15.7% | 1,226 | $408K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 1,226 | $408K |
| Seneca House Advisors | 0.16% | Add +0.1% | 1,221 | $406K |
| Shaker Investments LLC | 0.16% | New | 1,219 | $406K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | Reduce -13.4% | 1,211 | $403K |
| Aft, Forsyth & Company, Inc. | 0.19% | No change | 1,210 | $403K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 1,210 | $403K |
| Leith Wheeler Investment Counsel Ltd. | 0.03% | No change | 1,200 | $399K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.1% | 1,199 | $399K |
| Watts Gwilliam & Co., LLC | 0.06% | No change | 1,195 | $398K |
| Milestone Asset Management Group, LLC | 0.25% | No change | 1,182 | $394K |
| Veracity Capital LLC | 0.13% | Add +40.0% | 1,173 | $390K |
| Greenleaf Trust | 0.00% | No change | 1,173 | $390K |
| Creative Financial Designs Inc. | 0.03% | Reduce -14.8% | 1,172 | $390K |
| High Note Wealth, LLC | 0.08% | No change | 1,166 | $388K |
| Gutierrez Wealth Advisory, LLC | 0.25% | Add +0.3% | 1,164 | $387K |
| Stegner Investment Associates Inc. | 0.21% | New | 1,161 | $386K |
| Flputnam Investment Management Co. | 0.01% | Reduce -10.1% | 1,157 | $385K |
| Resurgent Financial Advisors LLC | 0.19% | New | 1,154 | $384K |
| Spinnaker Investment Group, LLC | 0.07% | New | 1,151 | $383K |
| BIP Wealth, LLC | 0.02% | Add +9.4% | 1,144 | $381K |
| SBI Securities Co., Ltd. | 0.01% | Add +13.5% | 1,124 | $374K |
| TCV Trust & Wealth Management, Inc. | 0.03% | No change | 1,121 | $373K |
| Hilltop Holdings Inc. | 0.02% | Add +68.4% | 1,113 | $370K |
| Ballentine Partners, LLC | 0.01% | No change | 1,110 | $369K |
| Sierra Ocean, LLC | 0.31% | No change | 1,109 | $369K |
| BOS Asset Management, LLC | 0.10% | No change | 1,107 | $368K |
| Cannell & Spears LLC | 0.01% | No change | 1,104 | $368K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 1,101 | $366K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -12.6% | 1,099 | $366K |
| Betterment LLC | 0.00% | Reduce -20.1% | 1,095 | $364K |
| Journey Strategic Wealth LLC | 0.01% | Add +45.0% | 1,089 | $362K |
| Prosperity Consulting Group, LLC | 0.02% | New | 1,088 | $362K |
| Elevated Capital Advisors, LLC | 0.09% | Add +0.6% | 1,074 | $358K |
| Midwest Trust Co | 0.00% | Reduce -11.4% | 1,072 | $357K |
| Optas, LLC | 0.06% | No change | 1,066 | $355K |
| Advance Capital Management, Inc. | 0.02% | No change | 1,064 | $354K |
| GWN Securities Inc. | 0.08% | Add +36.3% | 1,029 | $353K |
| Arthur M. Cohen & Associates, LLC | 0.06% | Add +0.1% | 1,060 | $353K |
| Melfa Wealth Management, Inc. | 0.20% | No change | 1,050 | $349K |
| Marco Investment Management LLC | 0.03% | No change | 1,050 | $349K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 1,049 | $349K |
| Lockerman Financial Group, Inc. | 0.44% | New | 1,046 | $348K |
| Whittier Trust Co. | 0.00% | Add +1.4% | 1,038 | $347K |
| First Horizon Corp. | 0.02% | — | 1,038 | $345K |
| Harbour Investments, Inc. | 0.01% | Add +60.5% | 1,035 | $344K |
| Haven Private, LLC | 0.15% | No change | 1,026 | $341K |
| HBK Sorce Advisory LLC | 0.01% | Add +31.4% | 1,021 | $340K |
| SPC Financial, Inc. | 0.03% | No change | 1,020 | $339K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,020 | $339K |
| Cambridge Financial Group, LLC | 0.11% | No change | 1,012 | $337K |
| Asset Dedication, LLC | 0.02% | Reduce -1.2% | 1,012 | $337K |
| Kelly Financial Group LLC | 0.09% | Add +6.3% | 1,010 | $336K |
| Ascent Wealth Partners, LLC | 0.04% | No change | 1,006 | $335K |
| Fairvoy Private Wealth, LLC | 0.08% | Reduce -1.2% | 1,004 | $334K |
| Ethos Financial Group, LLC | 0.03% | Reduce -59.4% | 1,000 | $333K |
| Williams & Novak, LLC | 0.25% | New | 982 | $327K |
| Crewe Advisors LLC | 0.03% | Add +0.7% | 980 | $326K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 980 | $326K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 978 | $326K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.8% | 972 | $324K |
| Silver Grove Financial Group, Inc. | 0.31% | — | 967 | $322K |
| Gotham Asset Management | 0.00% | New | 960 | $320K |
| Cibc World Market Inc. | 0.00% | No change | 959 | $319K |
| CLG LLC | 0.09% | Add +0.3% | 957 | $318K |
| Hanover Advisors Inc. | 0.12% | No change | 950 | $316K |
| Hourglass Capital, LLC | 0.07% | Reduce -20.8% | 950 | $316K |
| Lyell Wealth Management, LP | 0.02% | No change | 940 | $313K |
| Kestra Investment Management, LLC | 0.01% | New | 938 | $312K |
| FLC Capital Advisors | 0.06% | No change | 936 | $312K |
| Americana Partners, LLC | 0.01% | New | 931 | $310K |
| Capital Squared Financial LLC | 0.27% | Add +0.2% | 930 | $310K |
| Michels Family Financial, LLC | 0.24% | Add +1.4% | 923 | $307K |
| Blue Capital, Inc. | 0.23% | New | 917 | $305K |
| GreatBanc Trust CO | 0.21% | — | 915 | $305K |
| First Merchants Corp. | 0.01% | No change | 915 | $305K |
| Soltis Investment Advisors LLC | 0.02% | No change | 902 | $300K |
| Headlands Technologies LLC | 0.02% | No change | 902 | $300K |
| Payne Capital Management, LLC | 0.10% | No change | 900 | $300K |
| Wealth Architects, LLC | 0.03% | No change | 900 | $300K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 899 | $299K |
| Garde Capital, Inc. | 0.01% | No change | 896 | $298K |
| Clare Market Investments LLC | 0.06% | No change | 895 | $298K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -0.3% | 890 | $296K |
| Global Wealth Management, LLC | 0.15% | No change | 887 | $295K |
| Mascagni Wealth Management, Inc. | 0.23% | Reduce -12.2% | 885 | $295K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 883 | $294K |
| Accredited Investors Inc. | 0.02% | New | 880 | $293K |
| Koshinski Asset Management, Inc. | 0.02% | Add +12.6% | 874 | $291K |
| Chesley Taft & Associates LLC | 0.01% | No change | 870 | $290K |
| Essex Bank | 0.07% | No change | 870 | $290K |
| Almanack Investment Partners, LLC. | 0.04% | Add +0.1% | 870 | $289K |
| 1900 Wealth Management LLC | 0.02% | Add +0.2% | 869 | $289K |
| Edgestream Partners, L.P. | 0.01% | Reduce -19.2% | 867 | $289K |
| Game Plan Financial Advisors, LLC | 0.13% | No change | 862 | $287K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 859 | $286K |
| Heritage Wealth Management, Inc. | 0.19% | No change | 856 | $285K |
| Global Financial Private Client, LLC | 0.10% | New | 854 | $284K |
| Arlington Trust Co LLC | 0.05% | No change | 850 | $283K |
| Essex Financial Services, Inc. | 0.02% | No change | 850 | $283K |
| Suncoast Equity Management | 0.03% | New | 835 | $278K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 831 | $277K |
| Enzi Wealth | 0.10% | No change | 834 | $276K |
| Dunhill Financial, LLC | 0.09% | Add +28.3% | 821 | $273K |
| Welch Group, LLC | 0.01% | No change | 820 | $273K |
| First Citizens Bank & Trust Co. | 0.01% | New | 817 | $272K |
| Talisman Wealth Advisors LLC | 0.22% | New | 814 | $271K |
| Wellment Financial | 0.32% | New | 809 | $269K |
| ForthRight Wealth Management, LLC | 0.08% | Reduce -16.6% | 804 | $268K |
| WBH Advisory Inc. | 0.02% | No change | 794 | $264K |
| McGuire Investment Group, LLC | 0.03% | No change | 789 | $263K |
| WealthCollab, LLC | 0.12% | No change | 787 | $262K |
| Trust Co. of Vermont | 0.01% | Reduce -7.9% | 783 | $261K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.1% | 782 | $260K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +11.1% | 778 | $259K |
| Johnson Financial Group, Inc. | 0.01% | No change | 775 | $258K |
| Sheridan Capital Management, LLC | 0.13% | Reduce -10.0% | 767 | $255K |
| Pictet North America Advisors SA | 0.02% | No change | 765 | $255K |
| Tred Avon Family Wealth, LLC | 0.09% | — | 762 | $254K |
| First Foundation Advisors | 0.01% | No change | 761 | $253K |
| Moors & Cabot, Inc. | 0.01% | New | 760 | $253K |
| Future Financial Wealth Managment LLC | 0.16% | No change | 760 | $253K |
| New Republic Capital, LLC | 0.08% | Add +78.1% | 755 | $251K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 751 | $250K |
| Thomas Story & Son LLC | 0.09% | Reduce -14.3% | 750 | $250K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 747 | $249K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +10.4% | 743 | $247K |
| Harbor Investment Advisory, LLC | 0.02% | Add +26.8% | 743 | $247K |
| TCP Asset Management, LLC | 0.04% | No change | 740 | $246K |
| Duncker Streett & Co. Inc. | 0.04% | New | 738 | $246K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 734 | $244K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | No change | 730 | $243K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.3% | 728 | $242K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | Reduce -12.1% | 727 | $242K |
| Kovack Advisors, Inc. | 0.02% | New | 724 | $241K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -0.3% | 724 | $241K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -66.2% | 724 | $241K |
| DecisionMap Wealth Management, LLC | 0.15% | Reduce -1.5% | 716 | $238K |
| DDD Partners, LLC | 0.02% | No change | 714 | $238K |
| Schaeffer Financial LLC | 0.21% | No change | 703 | $234K |
| Cortland Associates Inc. | 0.03% | No change | 700 | $233K |
| Rockingstone Advisors LLC | 0.12% | No change | 700 | $233K |
| Chronos Wealth Management, LLC | 0.11% | No change | 700 | $233K |
| Barclays PLC | 0.00% | No change | 700 | $233K |
| Reston Wealth Management LLC | 0.08% | Add +0.3% | 700 | $233K |
| Foster & Motley Inc. | 0.01% | Reduce -2.8% | 696 | $232K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 697 | $232K |
| Wells Financial Advisors INC | 0.31% | No change | 696 | $232K |
| Cypress Capital Group | 0.03% | No change | 695 | $231K |
| HUB Investment Partners, LLC | 0.01% | Add +1.0% | 694 | $231K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 669 | $231K |
| Fiscal Wisdom Wealth Management, LLC | 0.22% | — | 689 | $231K |
| Grant Street Asset Management, Inc. | 0.05% | No change | 692 | $230K |
| Strategic Investment Solutions, Inc. | 0.06% | Add +1816.7% | 690 | $230K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Reduce -60.5% | 682 | $227K |
| Pacific Sage Partners, LLC | 0.04% | Reduce -14.5% | 679 | $226K |
| Gries Financial LLC | 0.04% | Reduce -6.5% | 678 | $226K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 676 | $225K |
| Cornerstone Advisors Asset Management, LLC | 0.04% | Add +0.3% | 675 | $225K |
| WNY Asset Management, LLC | 0.02% | No change | 672 | $224K |
| Inspire Advisors, LLC | 0.02% | New | 671 | $223K |
| Capital Advantage, Inc. | 0.03% | Add +0.1% | 666 | $222K |
| Sowell Financial Services LLC | 0.01% | New | 661 | $220K |
| FSA Advisors, Inc. | 0.17% | New | 660 | $220K |
| Prosperity Planning, Inc. | 0.08% | New | 655 | $218K |
| Cooper Financial Group | 0.02% | New | 653 | $217K |
| Deutsche Bank AG | 0.00% | No change | 646 | $215K |
| Sterling Investment Counsel, LLC | 0.07% | New | 644 | $214K |
| Lineweaver Wealth Advisors, LLC | 0.03% | Reduce -12.6% | 643 | $214K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -15.8% | 638 | $212K |
| Milestone Asset Management, LLC | 0.04% | New | 636 | $212K |
| Moseley Investment Management Inc. | 0.06% | New | 625 | $208K |
| Zacks Investment Management | 0.00% | New | 624 | $208K |
| Leavell Investment Management, Inc. | 0.01% | New | 623 | $207K |
| Canopy Partners, LLC | 0.07% | New | 620 | $206K |
| Werba Rubin Papier Wealth Management | 0.03% | New | 620 | $206K |
| Trademark Financial Management, LLC | 0.12% | New | 619 | $206K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | New | 619 | $206K |
| Eaton Financial Holdings Company, LLC | 0.06% | New | 614 | $204K |
| TD Asset Management Inc | 0.00% | New | 613 | $204K |
| West Branch Capital LLC | 0.05% | Reduce -0.2% | 613 | $204K |
| Yukon Wealth Management, Inc. | 0.07% | New | 604 | $201K |
| CAP Partners, LLC | 0.11% | New | 603 | $201K |
| Accredited Wealth Management, LLC | 0.15% | Add +146.3% | 2,192 | $196K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 557 | $185K |
| Founders Financial Alliance, LLC | 0.03% | Add +4.2% | 547 | $182K |
| Colonial Trust Advisors | 0.01% | Reduce -4.8% | 530 | $176K |
| Lowe Wealth Advisors, LLC | 0.06% | No change | 524 | $174K |
| MeadowBrook Investment Advisors LLC | 0.15% | No change | 522 | $174K |
| Allworth Financial LP | 0.00% | Add +5.1% | 493 | $164K |
| First Financial Corp. | 0.06% | No change | 488 | $162K |
| United Community Bank | 0.05% | Add +1.7% | 483 | $161K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 453 | $151K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 448 | $149K |
| Islay Capital Management, LLC | 0.08% | Add +33.3% | 400 | $133K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 399 | $133K |
| Financial Consulate, Inc. | 0.02% | New | 392 | $130K |
| Balentine LLC | 0.00% | No change | 382 | $127K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 378 | $126K |
| Painted Porch Advisors LLC | 0.05% | No change | 372 | $124K |
| Millstone Evans Group, LLC | 0.07% | No change | 328 | $109K |
| Tucker Asset Management LLC | 0.03% | New | 326 | $109K |
| Quest 10 Wealth Builders, Inc. | 0.10% | Add +80.3% | 321 | $107K |
| Old Second National Bank of Aurora | 0.02% | No change | 321 | $107K |
| Global Trust Asset Management, LLC | 0.05% | New | 312 | $104K |
| Asset Planning,Inc | 0.07% | No change | 300 | $100K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 299 | $100K |
| Larson Financial Group LLC | 0.00% | No change | 299 | $100K |
| Byrne Asset Management LLC | 0.07% | Reduce -1.3% | 295 | $98K |
| TruNorth Capital Management, LLC | 0.02% | No change | 294 | $98K |
| Park Place Capital Corp | 0.02% | Add +3.7% | 282 | $94K |
| Collier Financial | 0.07% | — | 280 | $93K |
| Colonial Trust Co / SC | 0.01% | No change | 264 | $88K |
| Northwest Capital Management Inc | 0.09% | No change | 263 | $88K |
| True Wealth Design, LLC | 0.03% | No change | 250 | $83K |
| Eastern Bank | 0.00% | Reduce -3.5% | 249 | $83K |
| Abound Wealth Management | 0.02% | No change | 247 | $82K |
| Barrett & Company, Inc. | 0.03% | Add +0.4% | 241 | $80K |
| Rhumbline Advisers | 0.00% | No change | 233 | $78K |
| Copia Wealth Management | 0.05% | Reduce -11.3% | 220 | $73K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 217 | $72K |
| American National Bank & Trust | 0.01% | No change | 212 | $71K |
| KERR FINANCIAL PLANNING Corp | 0.10% | — | 202 | $69K |
| Orion Capital Management LLC | 0.02% | No change | 195 | $65K |
| Investment Counsel Co. of Nevada | 0.13% | No change | 194 | $65K |
| Clark Wealth Partners | 0.04% | Add +142.5% | 177 | $61K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 179 | $60K |
| Bokf, NA | 0.00% | Reduce -30.4% | 165 | $55K |
| Coston, McIsaac & Partners | 0.01% | No change | 157 | $52K |
| Archer Investment Corp | 0.01% | No change | 153 | $51K |
| Marquette Associates, Inc. | 0.06% | No change | 150 | $50K |
| Hilltop National Bank | 0.01% | No change | 150 | $50K |
| Anfield Capital Management, LLC | 0.01% | No change | 148 | $49K |
| Family Legacy Financial Solutions, LLC | 0.04% | New | 147 | $49K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -6.7% | 140 | $47K |
| Glassman Wealth Services | 0.01% | No change | 135 | $45K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 133 | $44K |
| SouthState Bank Corp | 0.00% | Add +39.0% | 132 | $44K |
| Operose Advisors LLC | 0.01% | Add +26.0% | 126 | $42K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.6% | 123 | $41K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 122 | $41K |
| Robinswood Financial LLC | 0.01% | Add +0.8% | 122 | $41K |
| Russell Investments Group, Ltd. | 0.00% | Add +79.1% | 120 | $40K |
| First Command Advisory Services, Inc. | 0.00% | New | 118 | $39K |
| Ameriflex Group, Inc. | 0.01% | Reduce -93.5% | 106 | $35K |
| Sage Mountain Advisors LLC | 0.00% | Add +125.5% | 106 | $35K |
| Team Financial Group, LLC | 0.02% | Add +7.1% | 105 | $35K |
| Toth Financial Advisory Corp. | 0.00% | No change | 105 | $35K |
| JDM Financial Group LLC | 0.01% | No change | 100 | $33K |
| FWL Investment Management, LLC | 0.01% | No change | 100 | $33K |
| Corsicana & Co. | 0.02% | — | 97 | $32K |
| GAMMA Investing LLC | 0.00% | Add +9.4% | 93 | $31K |
| Bogart Wealth, LLC | 0.00% | Add +1.1% | 93 | $31K |
| Phillips Financial Management, LLC | 0.00% | New | 90 | $30K |
| TFC Financial Management, Inc. | 0.00% | No change | 90 | $30K |
| Trust Co | 0.00% | No change | 87 | $29K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +74.5% | 82 | $27K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 81 | $27K |
| Evermay Wealth Management LLC | 0.00% | No change | 77 | $26K |
| Westside Investment Management, Inc. | 0.00% | No change | 76 | $25K |
| MCF Advisors LLC | 0.00% | No change | 72 | $24K |
| Topsail Wealth Management, LLC | 0.00% | No change | 65 | $22K |
| Caldwell Trust Co | 0.00% | No change | 64 | $21K |
| Anchor Investment Management, LLC | 0.00% | No change | 64 | $21K |
| Root Financial Partners, LLC | 0.00% | New | 64 | $21K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 62 | $21K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -92.3% | 61 | $20K |
| DecisionPoint Financial, LLC | 0.00% | No change | 51 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $17K |
| Realta Investment Advisors | 0.01% | No change | 50 | $17K |
| SJS Investment Consulting Inc. | 0.00% | New | 50 | $17K |
| Peoples Financial Services Corp. | 0.01% | No change | 50 | $17K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 48 | $16K |
| Noble Wealth Management PBC | 0.01% | — | 47 | $16K |
| NBT Bank, N.A. | 0.00% | Reduce -71.6% | 46 | $15K |
| Breakwater Investment Management | 0.01% | No change | 45 | $15K |
| Kelleher Financial Advisors | 0.00% | New | 43 | $14K |
| Angeles Wealth Management, LLC | 0.00% | No change | 43 | $14K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 39 | $13K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.0% | 36 | $12K |
| Paladin Advisory Group, LLC | 0.01% | No change | 36 | $12K |
| IMA Advisory Services, Inc. | 0.00% | No change | 36 | $12K |
| Concord Wealth Partners | 0.00% | Reduce -80.5% | 35 | $12K |
| Missouri Trust & Investment Co | 0.00% | No change | 34 | $11K |
| Pineridge Advisors LLC | 0.00% | No change | 34 | $11K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 33 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 33 | $11K |
| Crews Bank & Trust | 0.00% | No change | 33 | $11K |
| Wealth Watch Advisors, INC | 0.00% | New | 31 | $10K |
| Main Street Group, LTD | 0.00% | New | 30 | $10K |
| West Paces Advisors Inc. | 0.00% | New | 28 | $9K |
| Rice Partnership, LLC | 0.00% | New | 28 | $9K |
| Silicon Valley Capital Partners | 0.00% | No change | 25 | $8K |
| Grand Wealth Management, LLC | 0.00% | No change | 25 | $8K |
| Godsey & Gibb, Inc. | 0.00% | New | 25 | $8K |
| AlphaCore Capital LLC | 0.00% | New | 25 | $8K |
| Tsfg, LLC | 0.00% | No change | 24 | $8K |
| 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 | $7K |
| Dynamic Wealth Strategies, LLC | 0.00% | New | 18 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 18 | $6K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 15 | $5K |
| MGB Wealth Management, LLC | 0.00% | No change | 15 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 14 | $5K |
| CENTRAL TRUST Co | 0.00% | Reduce -92.6% | 14 | $5K |
| Delos Wealth Advisors, LLC | 0.00% | New | 12 | $4K |
| Rakuten Securities, Inc. | 0.00% | Add +20.0% | 12 | $4K |
| Viewpoint Capital Management LLC | 0.00% | New | 11 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 11 | $4K |
| North Capital, Inc. | 0.00% | Add +11.1% | 10 | $3K |
| Chapman Financial Group, LLC | 0.00% | New | 10 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 10 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 9 | $3K |
| Alerus Financial NA | 0.00% | No change | 9 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 9 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 8 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 5 | $2K |
| Caitlin John, LLC | 0.00% | New | 4 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 4 | $1K |
| Chelsea Counsel Co. | 0.00% | New | 3 | $999 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 2 | $665 |
| CVA Family Office, LLC | 0.00% | New | 1 | $333 |
"% 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.