iShares S&P 100 ETFOEFETF
13F holders, Q4 2025 (December 31)1,098holders +99
92new positions
43sold out
6famous investors
$339.68avg. 13F price*
At the end of Q4 2025, 1,098 institutions reported holding iShares S&P 100 ETF (OEF) in their 13F filings, up 99 from Q3 2025. 92 opened new positions and 43 sold out. The largest holders were Envestnet Asset Management Inc. ($3.6B), Bank of America Corp. ($2.4B) and LPL Financial LLC ($1.6B). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $127.2M |
| Exits | 43 | $451.2M |
All 13F filers, Q3 2025 → Q4 2025: 3,689,334 shares bought and 10,791,011 shares sold, net −7,101,677 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,098 holders
| Envestnet Asset Management Inc. | 1.08% | Reduce -1.3% | 10,595,755 | $3.6B |
| Bank of America Corp. | 0.17% | Add +2.1% | 6,978,434 | $2.4B |
| LPL Financial LLC | 0.42% | Add +6.9% | 4,530,269 | $1.6B |
| JPMorgan Chase & Co. | 0.06% | Add +4.1% | 2,791,323 | $957.3M |
| Morgan Stanley | 0.05% | Add +6.1% | 2,555,823 | $876.6M |
| Fifth Third Bancorp | 2.78% | Reduce -0.5% | 2,549,164 | $874.3M |
| Jones Financial Companies LLLP | 0.46% | Add +5.6% | 2,182,394 | $748.5M |
| BlackRock, Inc. | 0.01% | Add +3.2% | 1,287,636 | $441.6M |
| Cwm, LLC | 1.11% | Add +2.3% | 1,190,792 | $408.4M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -1.1% | 1,110,541 | $380.9M |
| Focus Partners Wealth | 0.41% | Add +36.0% | 1,042,292 | $357.5M |
| Envestnet Portfolio Solutions, Inc. | 1.22% | Add +4.8% | 1,012,343 | $347.2M |
| Park Avenue Securities LLC | 2.93% | Add +1.3% | 1,007,306 | $345.5M |
| Wells Fargo & Company | 0.06% | Add +24.1% | 912,326 | $312.9M |
| MML Investors Services, LLC | 0.75% | Add +11.4% | 900,318 | $308.8M |
| Cresset Asset Management, LLC | 1.20% | Reduce -1.2% | 822,857 | $282.2M |
| Cetera Investment Advisers | 0.30% | Add +6.6% | 806,686 | $276.7M |
| UBS Group AG | 0.05% | Add +2.2% | 726,018 | $249.0M |
| Ieq Capital, LLC | 0.72% | Reduce -0.7% | 703,504 | $241.3M |
| Ameriprise Financial Inc. | 0.05% | Add +10.3% | 594,918 | $204.0M |
| Janney Montgomery Scott LLC | 0.45% | Add +0.6% | 568,340 | $194.9M |
| OneDigital Investment Advisors LLC | 1.87% | Add +2.6% | 556,996 | $191.0M |
| Bank of New York Mellon Corp | 0.03% | Add +7.7% | 545,670 | $187.1M |
| NewEdge Advisors, LLC | 0.60% | Add +8.8% | 482,215 | $165.4M |
| Raymond James Financial Inc. | 0.05% | Add +23.4% | 470,824 | $161.5M |
| Commonwealth Equity Services, LLC | 0.21% | Add +10.6% | 466,961 | $160.2M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +4.3% | 440,765 | $151.2M |
| PNC Financial Services Group, Inc. | 0.08% | Add +4.9% | 435,278 | $149.3M |
| Evoke Wealth, LLC | 2.70% | Reduce -2.9% | 408,838 | $140.2M |
| Foundations Investment Advisors, LLC | 1.68% | Add +8.5% | 374,545 | $128.5M |
| JB Capital LLC | 5.14% | Add +1.6% | 367,150 | $125.9M |
| Sanctuary Advisors, LLC | 0.65% | Add +4.4% | 348,477 | $119.5M |
| Two Sigma Investments, LP | 0.16% | Reduce -33.2% | 301,700 | $103.5M |
| Royal Bank of Canada | 0.02% | Add +9.1% | 298,053 | $102.2M |
| United Capital Financial Advisors, LLC | 0.61% | Add +3.5% | 293,499 | $100.7M |
| CM Wealth Advisors LLC | 19.16% | Add +0.6% | 247,292 | $84.8M |
| Stifel Financial Corp. | 0.08% | Add +6.6% | 243,358 | $83.5M |
| Mariner, LLC | 0.09% | Add +10.2% | 224,412 | $77.0M |
| Bluespring Wealth Management, LLC | 6.23% | Reduce -1.3% | 210,826 | $72.3M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -0.5% | 206,042 | $71.0M |
| Osaic Holdings, Inc. | 0.10% | Reduce -1.7% | 192,618 | $66.1M |
| Bank of Montreal | 0.03% | Reduce -1.0% | 178,930 | $61.4M |
| Truist Financial Corp. | 0.08% | Reduce -0.3% | 171,376 | $58.8M |
| Ensign Peak Advisors, Inc | 0.10% | No change | 170,477 | $58.5M |
| AQR Capital Management | 0.03% | Add +12.4% | 168,154 | $57.7M |
| FMR LLC | 0.00% | Add +1.0% | 168,129 | $57.7M |
| Cerity Partners LLC | 0.08% | Reduce -0.3% | 166,759 | $57.2M |
| Signaturefd, LLC | 0.84% | Reduce -0.4% | 161,027 | $55.2M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +15.4% | 160,667 | $55.1M |
| US Bancorp \de | 0.06% | Add +4.5% | 151,720 | $52.0M |
| Atria Investments, Inc | 0.59% | Add +5.5% | 151,479 | $52.0M |
| Steward Partners Investment Advisory, LLC | 0.28% | Reduce -0.7% | 150,279 | $51.5M |
| Agf Management Ltd. | 0.21% | Reduce -8.3% | 141,240 | $48.4M |
| AE Wealth Management LLC | 0.28% | Reduce -5.6% | 140,272 | $48.1M |
| Quantinno Capital Management LP | 0.10% | Add +1.8% | 138,837 | $47.6M |
| Alps Advisors Inc. | 0.26% | Reduce -2.5% | 130,232 | $44.7M |
| Dorsey & Whitney Trust CO LLC | 2.26% | No change | 124,725 | $42.8M |
| Integrated Wealth Concepts LLC | 0.50% | Reduce -22.1% | 123,410 | $42.3M |
| Vicus Capital | 3.03% | Add +3.9% | 117,655 | $40.4M |
| Icon Wealth Advisors, LLC | 2.66% | Add +3.2% | 116,248 | $39.9M |
| CreativeOne Wealth, LLC | 0.96% | Add +5.2% | 115,966 | $39.8M |
| Franklin Resources Inc. | 0.01% | Reduce -0.4% | 115,490 | $39.6M |
| Financial Partners Group, Inc | 4.51% | Reduce -1.0% | 113,571 | $39.0M |
| Capital Analysts, LLC | 1.04% | Add +0.2% | 109,105 | $37.4M |
| RIA Advisory Group LLC | 8.99% | Add +17.5% | 108,309 | $37.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +39.7% | 105,545 | $36.2M |
| IFP Advisors, Inc | 0.81% | Reduce -1.4% | 105,116 | $36.1M |
| Demars Financial Group, LLC | 11.93% | Add +3.8% | 103,910 | $35.6M |
| Oakworth Capital, Inc. | 1.93% | Reduce -1.1% | 102,883 | $35.3M |
| Sharkey, Howes & Javer | 4.14% | Add +6.3% | 94,863 | $32.5M |
| Pathstone Holdings, LLC | 0.13% | Reduce -0.4% | 94,509 | $32.4M |
| Shepherd Financial Partners LLC | 2.92% | Add +2.7% | 91,972 | $31.5M |
| Ackerman Asset Management, LLC | 20.24% | Reduce -0.2% | 88,735 | $30.4M |
| &partners | 0.16% | Add +3.9% | 88,002 | $30.2M |
| Stone House Investment Management, LLC | 4.44% | Add +2.3% | 83,442 | $28.6M |
| SteelPeak Wealth, LLC | 0.94% | Reduce -0.4% | 83,213 | $28.5M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +10.4% | 82,407 | $28.3M |
| Perigon Wealth Management, LLC | 0.49% | Add +27.0% | 80,476 | $27.6M |
| Harbour Trust & Investment Management Co | 2.81% | Add +0.2% | 80,431 | $27.6M |
| Merit Financial Group, LLC | 0.22% | Reduce -0.5% | 79,796 | $27.4M |
| Farther Finance Advisors, LLC | 0.29% | Add +40.2% | 79,213 | $27.2M |
| Captrust Financial Advisors | 0.05% | Add +0.2% | 79,146 | $27.1M |
| Redhawk Wealth Advisors, Inc. | 3.03% | New | 78,904 | $27.1M |
| Marin Bay Wealth Advisors, LLC | 15.35% | — | 78,123 | $26.8M |
| Financial Enhancement Group LLC | 3.47% | Reduce -1.4% | 78,786 | $26.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +1.5% | 76,408 | $26.2M |
| Detalus Advisors, LLC | 6.30% | Add +2.9% | 75,317 | $25.8M |
| High Falls Advisors, Inc | 5.17% | Add +6.2% | 74,369 | $25.5M |
| Amplius Wealth Advisors, LLC | 2.13% | Reduce -0.3% | 73,992 | $25.4M |
| Fifth Third Wealth Advisors LLC | 0.88% | Add +32.9% | 73,310 | $25.1M |
| Seven Mile Advisory | 4.37% | Add +0.2% | 73,057 | $25.1M |
| Private Advisor Group, LLC | 0.12% | Add +22.4% | 72,277 | $24.8M |
| NorthRock Partners, LLC | 0.41% | Add +43.2% | 70,565 | $24.2M |
| TSA Wealth Managment LLC | 7.88% | Add +2.0% | 69,404 | $23.8M |
| One Capital Management, LLC | 0.70% | Add +1.3% | 67,958 | $23.3M |
| Old National Bancorp | 0.38% | Reduce -3.4% | 67,528 | $23.2M |
| Kestra Advisory Services, LLC | 0.10% | Add +8.2% | 67,293 | $23.1M |
| Cardinal Strategic Wealth Guidance | 5.83% | Add +46.0% | 65,008 | $22.3M |
| Kelly Financial Services LLC | 5.56% | Add +4.7% | 64,691 | $22.2M |
| Pettinga Financial Advisors LLC | 4.18% | Reduce -1.3% | 64,253 | $22.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 2.65% | — | 63,935 | $21.9M |
| Wealth Alliance, LLC | 2.14% | Add +9.1% | 63,688 | $21.8M |
| Patten & Patten Inc. | 1.27% | Add +0.5% | 62,900 | $21.6M |
| Keebeck Wealth Management | 2.49% | Add +1.3% | 62,792 | $21.5M |
| Kestra Private Wealth Services, LLC | 0.27% | Add +40.6% | 62,574 | $21.5M |
| Brown Advisory Inc. | 0.03% | Add +44.8% | 62,142 | $21.3M |
| Cypress Wealth Services, LLC | 2.94% | Add +7.7% | 61,874 | $21.2M |
| Panoramic Capital Partners, LLC | 12.73% | Reduce -2.2% | 60,533 | $20.8M |
| Jackson Wealth Management, LLC | 1.99% | Add +6.3% | 59,447 | $20.4M |
| Wealth Forward, LLC | 11.48% | Reduce -0.3% | 59,235 | $20.3M |
| PAX Financial Group, LLC | 3.49% | Add +13.6% | 59,017 | $20.2M |
| Investors Research Corp | 3.67% | Add +2.5% | 58,423 | $20.0M |
| Brown Brothers Harriman & Co. | 0.11% | Add +5.0% | 57,487 | $19.7M |
| Integrity Alliance, Llc. | 0.71% | Add +85.7% | 56,854 | $19.5M |
| Avid Wealth Partners LLC | 9.47% | Add +8.5% | 56,523 | $19.4M |
| ONE Advisory Partners, LLC | 5.83% | Add +1.1% | 56,345 | $19.3M |
| TABR Capital Management, LLC | 12.85% | Reduce -2.9% | 56,139 | $19.3M |
| HighTower Advisors, LLC | 0.02% | Add +6.3% | 55,573 | $19.1M |
| Stokes Family Office, LLC | 1.72% | Add +2.7% | 54,969 | $18.9M |
| Waverly Advisors, LLC | 0.15% | Add +24.4% | 54,191 | $18.6M |
| Wealth Group Ltd | 4.09% | Add +40.6% | 53,329 | $18.3M |
| Equitable Holdings, Inc. | 0.12% | Add +2.3% | 52,391 | $18.0M |
| Trek Financial, LLC | 1.04% | Add +5.1% | 52,386 | $18.0M |
| Natixis Advisors, LLC | 0.03% | Add +15.0% | 51,754 | $17.8M |
| Savvy Advisors, Inc. | 0.57% | Add +73.6% | 51,740 | $17.7M |
| Northern Trust Corp. | 0.00% | Add +2.2% | 51,475 | $17.7M |
| One Wealth Advisors, LLC | 2.15% | Reduce -0.5% | 51,394 | $17.6M |
| Regal Investment Advisors LLC | 1.04% | Add +12.1% | 50,412 | $17.3M |
| M&T Bank Corp | 0.06% | Reduce -14.4% | 50,313 | $17.3M |
| Keystone Financial Services | 5.16% | Add +64.7% | 49,814 | $17.1M |
| Strategic Blueprint, LLC | 1.01% | Add +1.5% | 49,662 | $17.0M |
| Affinity Capital Advisors, LLC | 2.33% | Add +3.8% | 49,121 | $16.8M |
| Dynasty Wealth Management, LLC | 0.16% | Add +8.8% | 48,726 | $16.7M |
| CFS Investment Advisory Services, LLC | 1.19% | Add +4.5% | 47,445 | $16.3M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +22.2% | 47,411 | $16.3M |
| Goldstein Advisors, LLC | 1.84% | Add +1.1% | 47,001 | $16.1M |
| Quest Investment Management LLC | 1.74% | Reduce -1.7% | 46,975 | $16.1M |
| Creative Planning | 0.01% | Add +2.3% | 46,649 | $16.0M |
| Meridian Wealth Advisors, LLC | 2.21% | Reduce -1.8% | 46,523 | $16.0M |
| MB Generational Wealth, LLC | 8.41% | Reduce -3.0% | 46,297 | $15.9M |
| Ancora Advisors LLC | 0.32% | Reduce -7.3% | 45,638 | $15.7M |
| Roof Eidam Maycock Peralta, LLC | 3.54% | Reduce -0.3% | 45,614 | $15.6M |
| Swmg, LLC | 4.29% | Add +5.8% | 45,253 | $15.5M |
| Keybank National Association | 0.06% | Reduce -14.5% | 44,751 | $15.3M |
| Principal Securities, Inc. | 0.23% | Add +49.7% | 44,396 | $15.2M |
| First National Bank of Omaha | 0.45% | New | 43,735 | $15.1M |
| Midwest Capital Advisors, LLC | 7.18% | Add +5.4% | 43,699 | $15.0M |
| Corient Private Wealth LP | 0.02% | Add +23.8% | 43,185 | $14.8M |
| Elevated Financial Group LLC | 5.11% | — | 43,033 | $14.8M |
| Legacy Financial Group LLC | 1.79% | Add +2.5% | 42,654 | $14.5M |
| Carnegie Investment Counsel | 0.26% | Add +0.5% | 40,548 | $13.9M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +53.0% | 40,372 | $13.8M |
| Canal Capital Management, LLC | 1.96% | Add +38.6% | 40,300 | $13.8M |
| Brookstone Capital Management | 0.16% | Add +10.5% | 39,788 | $13.6M |
| Blue Trust, Inc. | 0.15% | Reduce -7.9% | 39,603 | $13.6M |
| Continuum Advisory, LLC | 1.33% | Add +2.0% | 38,871 | $13.3M |
| Rothschild Wealth LLC | 1.27% | Add +77.1% | 38,684 | $13.3M |
| Global Retirement Partners, LLC | 0.23% | Add +54.6% | 38,435 | $13.2M |
| Fifth Third Securities, Inc. | 0.86% | Add +1.9% | 38,171 | $13.1M |
| Assetmark, Inc. | 0.03% | Add +8.8% | 37,723 | $12.9M |
| Invst, LLC | 1.40% | Reduce -8.8% | 37,459 | $12.8M |
| Kilter Group LLC | 5.53% | Add +4.6% | 36,306 | $12.5M |
| First Pacific Financial | 1.59% | Reduce -4.3% | 35,421 | $12.1M |
| HighPoint Advisor Group LLC | 0.27% | New | 35,316 | $12.1M |
| Apollon Wealth Management, LLC | 0.21% | Add +33.4% | 34,723 | $11.9M |
| Watershed Private Wealth LLC | 3.57% | Reduce -4.0% | 34,708 | $11.9M |
| Bay Harbor Wealth Management, LLC | 3.06% | Add +3.3% | 34,200 | $11.7M |
| Onyx Bridge Wealth Group LLC | 1.22% | Reduce -4.5% | 33,538 | $11.5M |
| Schorn Wealth LLC | 3.48% | Add +1.1% | 33,412 | $11.5M |
| McMorgan & Co. LLC | 1.89% | Reduce -2.4% | 33,320 | $11.4M |
| WealthShield Partners, LLC | 1.25% | Add +6.9% | 33,064 | $11.3M |
| EP Wealth Advisors, LLC | 0.06% | — | 32,983 | $11.3M |
| Segment Wealth Management, LLC | 0.65% | Reduce -0.3% | 32,854 | $11.3M |
| ES4, LLC | 7.63% | — | 32,275 | $11.1M |
| Quadrant Private Wealth Management, LLC | 1.80% | Add +11.6% | 31,949 | $11.0M |
| Wharton Business Group, LLC | 0.41% | Add +7.5% | 31,389 | $10.8M |
| World Investment Advisors | 0.17% | Add +425.8% | 30,983 | $10.6M |
| Tennessee Valley Asset Management Partners | 1.36% | Add +4.3% | 30,678 | $10.5M |
| Advisory Services Network, LLC | 0.15% | Add +2.0% | 30,546 | $10.5M |
| Roble, Belko & Company, Inc | 1.37% | Reduce -3.1% | 30,378 | $10.4M |
| Sovran Advisors, LLC | 0.88% | Add +5.9% | 30,150 | $10.4M |
| Liberty Wealth Management LLC | 1.33% | Add +4.3% | 30,155 | $10.3M |
| Stock Yards Bank & Trust Co. | 0.32% | Reduce -4.1% | 30,089 | $10.3M |
| Snowden Capital Advisors LLC | 0.27% | Add +5.7% | 30,069 | $10.3M |
| Lockheed Martin Investment Management Co. | 0.34% | No change | 30,000 | $10.3M |
| Perennial Investment Advisors, LLC | 0.81% | Add +4.8% | 29,822 | $10.2M |
| Aft, Forsyth & Sober, LLC | 3.06% | No change | 29,450 | $10.1M |
| Independent Financial Group, LLC | 0.23% | Add +86.2% | 29,443 | $10.1M |
| Atticus Wealth Management, LLC | 2.48% | Reduce -1.4% | 29,316 | $10.1M |
| Prospera Financial Services Inc | 0.17% | Add +11.7% | 29,231 | $10.0M |
| J.W. Cole Advisors, Inc. | 0.24% | Add +4.7% | 41,494 | $9.9M |
| Fsa Wealth Partners, Inc. | 3.53% | Reduce -2.0% | 28,632 | $9.8M |
| Modern Wealth Management, LLC | 0.18% | Add +56.5% | 28,450 | $9.8M |
| Select Asset Management & Trust | 3.03% | Add +0.5% | 28,439 | $9.8M |
| Kickstand Ventures, Llc. | 2.05% | Reduce -1.2% | 28,416 | $9.7M |
| WCG Wealth Advisors LLC | 0.27% | Add +144.3% | 28,344 | $9.7M |
| McKinley Carter Wealth Services, Inc. | 0.53% | Reduce -12.3% | 27,684 | $9.5M |
| Diversify Wealth Management, LLC | 0.44% | New | 27,438 | $9.5M |
| W Advisors, LLC | 4.73% | Reduce -0.5% | 27,440 | $9.4M |
| Legacy Advisors, LLC | 1.01% | Reduce -1.1% | 27,418 | $9.4M |
| PMG Wealth Management, Inc. | 6.78% | Add +1.8% | 26,981 | $9.3M |
| Financial Life Advisors | 2.85% | Add +1.8% | 26,938 | $9.2M |
| Cobblestone Asset Management LLC | 4.13% | Reduce -0.2% | 26,806 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.3% | 26,526 | $9.2M |
| D.A. Davidson & Co. | 0.06% | Add +2.9% | 26,594 | $9.1M |
| Tidemark, LLC | 2.58% | Reduce -32.9% | 26,491 | $9.1M |
| Quantum Financial Advisors, LLC | 1.01% | New | 367,126 | $9.0M |
| Csenge Advisory Group | 0.41% | Add +2.9% | 26,106 | $9.0M |
| Synergy Investment Management, LLC | 3.10% | Add +16.7% | 25,533 | $8.8M |
| Carret Asset Management, LLC | 0.83% | Reduce -2.9% | 25,436 | $8.7M |
| Capital Advisors, Ltd. LLC | 0.98% | Reduce -0.5% | 25,217 | $8.6M |
| Ethos Financial Group, LLC | 0.64% | Add +2421.0% | 25,210 | $8.6M |
| SigFig Wealth Management, LLC | 0.26% | Add +1.6% | 25,086 | $8.6M |
| Private Client Services, LLC | 2.67% | Reduce -0.8% | 24,956 | $8.6M |
| Horst & Graben Wealth Management LLC | 1.28% | Reduce -1.6% | 24,815 | $8.5M |
| Pinnacle Financial Partners, Inc. | 0.06% | — | 24,512 | $8.4M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Add +3.8% | 24,354 | $8.4M |
| Ascent Group, LLC | 0.29% | Reduce -1.1% | 24,321 | $8.3M |
| Sagespring Wealth Partners, LLC | 0.15% | Reduce -1.6% | 273,055 | $8.2M |
| VestGen Advisors, LLC | 0.35% | Reduce -43.8% | 23,652 | $8.1M |
| Van Hulzen Asset Management, LLC | 0.60% | Add +0.1% | 23,635 | $8.1M |
| Alternative Investment Advisors, LLC. | 3.51% | Add +1.4% | 23,596 | $8.1M |
| Yanni & Associates Investment Advisors, LLC | 8.03% | — | 23,400 | $8.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 23,279 | $8.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -2.0% | 23,237 | $8.0M |
| Vise Technologies, Inc. | 0.16% | Add +60.5% | 23,086 | $7.9M |
| HB Wealth Management, LLC | 0.05% | Add +0.1% | 23,064 | $7.9M |
| Moneco Advisors, LLC | 0.61% | Reduce -5.4% | 22,561 | $7.7M |
| Ehrlich Financial Group | 4.40% | Add +69.0% | 22,556 | $7.7M |
| Twin Peaks Wealth Advisors, LLC | 2.25% | Add +21.1% | 22,528 | $7.7M |
| Citizens Financial Group Inc. | 0.10% | Reduce -1.1% | 22,414 | $7.7M |
| Mutual Advisors, LLC | 0.16% | Add +4.0% | 22,371 | $7.7M |
| True Vision MN LLC | 3.88% | Reduce -0.2% | 22,247 | $7.6M |
| Blair William & Co. | 0.02% | Reduce -1.2% | 22,190 | $7.6M |
| Verus Capital Partners, LLC | 0.51% | Add +4.5% | 22,083 | $7.6M |
| Core Wealth Advisors, LLC | 5.81% | — | 21,501 | $7.4M |
| Manchester Capital Management LLC | 0.99% | No change | 21,264 | $7.3M |
| SCS Capital Management LLC | 0.08% | Add +0.2% | 21,194 | $7.3M |
| Johnson Investment Counsel Inc. | 0.06% | Reduce -1.2% | 21,148 | $7.3M |
| Sandbox Financial Partners, LLC | 2.00% | New | 21,094 | $7.2M |
| SWP Financial LLC | 3.58% | Reduce -2.8% | 20,779 | $7.1M |
| NTV Asset Management LLC | 0.75% | Reduce -1.9% | 20,704 | $7.1M |
| BridgePort Financial Solutions, LLC | 1.89% | Add +0.8% | 20,504 | $7.0M |
| Polaris Investment Advisors, LLC | 5.02% | — | 20,239 | $6.9M |
| Client First Capital LLC | 2.94% | Add +0.2% | 20,077 | $6.9M |
| Citadel Advisors | 0.00% | New | 20,021 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.6% | 19,908 | $6.8M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +5.0% | 19,618 | $6.7M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +1.8% | 19,571 | $6.7M |
| Shared Vision Wealth Group LLC | 2.71% | Add +1.0% | 19,506 | $6.7M |
| Endeavor Private Wealth, Inc. | 1.92% | Add +62.3% | 19,530 | $6.7M |
| Patton Albertson Miller Group, LLC | 0.78% | Add +5.6% | 19,315 | $6.6M |
| Fisher Asset Management | 0.00% | Reduce -8.3% | 19,220 | $6.6M |
| Advyzon Investment Management, LLC | 0.76% | Add +536.1% | 19,184 | $6.6M |
| Consolidated Capital Management, LLC | 1.99% | New | 19,182 | $6.6M |
| LiftPoint Family Wealth Advisors LLC | 5.62% | — | 19,181 | $6.6M |
| One Wealth Capital Management, LLC | 2.67% | Add +1.4% | 18,312 | $6.3M |
| Forthright Family Wealth Advisory LLC | 3.90% | Add +0.8% | 18,080 | $6.2M |
| Veridan Wealth LLC | 2.08% | Reduce -0.1% | 18,020 | $6.2M |
| IHT Wealth Management, LLC | 0.15% | Reduce -47.6% | 17,977 | $6.2M |
| Kaydan Wealth Management, Inc. | 1.78% | Add +1.0% | 17,917 | $6.1M |
| Culbertson A N & Co. Inc. | 0.83% | Reduce -1.7% | 17,712 | $6.1M |
| Independence Bank of Kentucky | 0.76% | Reduce -0.5% | 17,697 | $6.1M |
| Centurion Wealth Management LLC | 1.33% | Add +2.2% | 17,654 | $6.1M |
| Town Capital LLC | 4.89% | — | 17,414 | $6.0M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +4.8% | 17,411 | $6.0M |
| Scissortail Wealth Management, LLC | 1.36% | Add +0.3% | 17,399 | $6.0M |
| Signet Financial Management, LLC | 0.67% | Add +29.3% | 17,382 | $6.0M |
| Comerica Bank | 0.02% | Add +5.1% | 17,324 | $5.9M |
| GenWealth Group, Inc. | 1.01% | Reduce -0.1% | 17,114 | $5.9M |
| Security Financial Services, INC. | 0.92% | Reduce -1.4% | 17,117 | $5.9M |
| Jane Street Group, LLC | 0.01% | Reduce -18.9% | 17,111 | $5.9M |
| Mgo One Seven LLC | 0.12% | Add +29.0% | 16,985 | $5.8M |
| Curtis Wealth Management LLC | 5.03% | — | 16,810 | $5.8M |
| Spectrum Planning & Advisory Services Inc. | 2.97% | Add +2.2% | 16,816 | $5.8M |
| Fulton Breakefield Broenniman LLC | 0.36% | Reduce -19.1% | 16,479 | $5.7M |
| Lantz Financial LLC | 1.18% | Add +10.4% | 16,322 | $5.6M |
| 5T Wealth, LLC | 2.23% | Add +2.3% | 16,313 | $5.6M |
| Apeiron RIA LLC | 1.13% | Add +4.8% | 16,184 | $5.6M |
| Regions Financial Corp. | 0.04% | Add +1.8% | 16,090 | $5.5M |
| Dana Investment Advisors, Inc. | 0.16% | Add +22.1% | 16,000 | $5.5M |
| Mayflower Financial Advisors, LLC | 0.66% | Reduce -5.7% | 15,850 | $5.4M |
| B.O.S.S. Retirement Advisors, LLC | 1.71% | Add +139.3% | 15,848 | $5.4M |
| Asempa Wealth Advisors | 4.52% | — | 15,296 | $5.2M |
| HSBC Holdings PLC | 0.00% | Add +118.6% | 15,260 | $5.2M |
| Hoxton Planning & Management, LLC | 1.54% | Add +0.4% | 15,009 | $5.1M |
| Pinion Investment Advisors, LLC | 1.26% | Add +22.1% | 14,997 | $5.1M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | No change | 14,865 | $5.1M |
| Quotient Wealth Partners, LLC | 0.14% | Add +5.8% | 14,899 | $5.1M |
| McAdam, LLC | 0.23% | Reduce -4.2% | 14,694 | $5.0M |
| Wedbush Securities Inc. | 0.15% | Add +0.2% | 14,685 | $5.0M |
| Gateway Wealth Partners, LLC | 0.56% | Add +8.8% | 14,667 | $5.0M |
| Family Manage LLC | 0.63% | Reduce -31.9% | 14,644 | $5.0M |
| B. Riley Wealth Advisors, Inc. | 0.24% | Add +0.1% | 14,496 | $5.0M |
| A4 Wealth Advisors LLC | 4.30% | Add +71.9% | 14,479 | $5.0M |
| Braun-Bostich & Associates Inc. | 3.04% | Add +3.4% | 14,367 | $4.9M |
| KM Capital Management Ltd. | 2.50% | Reduce -23.7% | 14,266 | $4.9M |
| Argent Trust Co | 0.17% | Add +58.3% | 14,224 | $4.9M |
| Welch & Forbes LLC | 0.06% | Reduce -2.2% | 14,211 | $4.9M |
| Ridgeline Wealth, LLC | 3.36% | Reduce -0.0% | 14,137 | $4.8M |
| Simplicity Wealth,LLC | 0.29% | Add +3.9% | 13,972 | $4.8M |
| Lynch Investment Planning, LLC | 4.53% | — | 13,796 | $4.7M |
| NewEdge Wealth, LLC | 0.05% | No change | 13,523 | $4.6M |
| Kingsview Wealth Management, LLC | 0.07% | Add +10.7% | 13,495 | $4.6M |
| BBR Partners, LLC | 0.25% | No change | 13,441 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +112.1% | 13,228 | $4.5M |
| Portfolio Resources Advisor Group, Inc. | 4.53% | — | 13,222 | $4.5M |
| Davis Wealth Advisors, LLC | 3.71% | Add +6.0% | 13,012 | $4.5M |
| Diversify Advisory Services, LLC | 0.14% | Add +42.8% | 12,822 | $4.4M |
| Peloton Wealth Strategists | 1.75% | Add +2.4% | 12,797 | $4.4M |
| JPL Wealth Management, LLC | 1.07% | Reduce -30.7% | 12,787 | $4.4M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +27.9% | 12,713 | $4.4M |
| RFG Advisory, LLC | 0.08% | Add +2.9% | 12,614 | $4.3M |
| RCS Financial Planning, LLC | 1.86% | Add +6.5% | 12,564 | $4.3M |
| Dakota Wealth Management | 0.08% | Reduce -9.2% | 12,414 | $4.3M |
| HM Payson & Co. | 0.06% | Reduce -1.7% | 12,324 | $4.2M |
| Meridian Wealth Management, LLC | 0.15% | Add +28.5% | 12,064 | $4.1M |
| Barnes Wealth Management Group, Inc | 2.19% | Reduce -0.5% | 11,916 | $4.1M |
| Mather Group, Llc. | 0.04% | Add +1.9% | 11,767 | $4.0M |
| First Heartland Consultants, Inc. | 0.30% | Add +1.4% | 11,659 | $4.0M |
| St. Clair Advisors, LLC | 1.02% | Reduce -5.7% | 11,540 | $4.0M |
| Heritage Wealth Advisors | 0.15% | No change | 11,502 | $3.9M |
| Cornerstone Planning Group LLC | 0.61% | Add +8.8% | 11,435 | $3.9M |
| Retirement Wealth Solutions LLC | 2.43% | Add +2.2% | 11,211 | $3.8M |
| Elevation Point Wealth Partners, LLC | 0.18% | Add +515.4% | 11,145 | $3.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +127.2% | 11,147 | $3.8M |
| Capital Investment Counsel, LLC | 0.53% | Add +28.3% | 11,091 | $3.8M |
| Renaissance Technologies | 0.01% | Reduce -46.5% | 11,080 | $3.8M |
| Ewa, LLC | 0.93% | Add +8.5% | 11,027 | $3.8M |
| Black Swift Group, LLC | 0.63% | No change | 11,000 | $3.8M |
| Xcelsior Advisor Partners LLC | 1.83% | — | 10,969 | $3.8M |
| Firethorn Wealth Partners, LLC | 1.40% | Reduce -2.1% | 10,935 | $3.8M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -47.4% | 10,770 | $3.7M |
| Wealthgarden F.S. LLC | 2.43% | Add +2.0% | 10,710 | $3.7M |
| Parallel Advisors, LLC | 0.07% | No change | 10,706 | $3.7M |
| SOL Capital Management CO | 0.33% | Add +3.1% | 10,580 | $3.6M |
| Aviance Capital Partners, LLC | 0.42% | Add +0.3% | 10,574 | $3.6M |
| Sigma Planning Corp | 0.10% | Add +1.5% | 10,530 | $3.6M |
| Sheets Smith Wealth Management | 0.39% | Reduce -0.5% | 10,253 | $3.5M |
| MAI Capital Management | 0.02% | Add +10.7% | 10,220 | $3.5M |
| Montag A & Associates Inc. | 0.16% | Add +13.9% | 10,208 | $3.5M |
| Claro Advisors Inc. | 0.47% | Add +11.1% | 10,132 | $3.5M |
| Creegan & Nassoura Financial Group, LLC | 2.25% | Reduce -0.9% | 10,109 | $3.5M |
| JT Stratford LLC | 0.45% | Reduce -0.0% | 10,067 | $3.5M |
| Perryman Financial Advisory Inc. | 0.50% | — | 9,938 | $3.4M |
| Blalock Williams, LLC | 2.68% | Add +11.1% | 9,769 | $3.4M |
| Summit Financial, LLC | 0.05% | Reduce -9.4% | 9,719 | $3.3M |
| Mezzasalma Advisors, LLC | 0.78% | Add +118.5% | 19,413 | $3.3M |
| JFS Wealth Advisors, LLC | 0.18% | Add +0.2% | 9,472 | $3.2M |
| LifePlan Investment Advisors, Inc. | 1.32% | Add +3.3% | 9,427 | $3.2M |
| St. Louis Trust Co | 0.37% | No change | 9,380 | $3.2M |
| Jump Financial, LLC | 0.04% | New | 9,374 | $3.2M |
| Nova Wealth Management, Inc. | 2.19% | Reduce -6.2% | 9,335 | $3.2M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -44.1% | 9,122 | $3.1M |
| RMR Wealth Builders | 0.25% | Add +0.3% | 9,150 | $3.1M |
| CoreCap Advisors, LLC | 0.11% | Add +22.9% | 9,115 | $3.1M |
| KCM Investment Advisors LLC | 0.10% | Reduce -0.2% | 9,069 | $3.1M |
| GTS Securities LLC | 0.11% | Add +76.5% | 9,004 | $3.1M |
| Adirondack Capital Advisors, LLC | 2.07% | — | 8,967 | $3.1M |
| National Bank of Canada | 0.00% | No change | 8,970 | $3.1M |
| Commerce Bank | 0.02% | Reduce -1.0% | 8,964 | $3.1M |
| Commonwealth Retirement Investments LLC | 0.98% | Add +8.9% | 8,913 | $3.1M |
| Scotia Capital Inc. | 0.01% | Add +0.2% | 8,899 | $3.1M |
| Absolute Capital Management, LLC | 1.09% | Add +71.5% | 8,733 | $3.0M |
| Parsons Capital Management Inc. | 0.16% | Add +1.1% | 8,729 | $3.0M |
| Tower Research Capital LLC (TRC) | 0.07% | New | 8,723 | $3.0M |
| Advus Financial Partners, LLC | 0.72% | Add +37.4% | 8,699 | $3.0M |
| Choreo, LLC | 0.04% | Reduce -25.2% | 8,581 | $3.0M |
| Means Investment Co., Inc. | 0.25% | Add +0.7% | 8,492 | $2.9M |
| Sovereign Financial Group, Inc. | 0.52% | Reduce -1.6% | 8,450 | $2.9M |
| Benjamin Edwards Inc. | 0.03% | Add +5.1% | 8,447 | $2.9M |
| Howe & Rusling Inc. | 0.19% | No change | 8,359 | $2.9M |
| Glenmede Trust Co. NA | 0.01% | — | 8,280 | $2.8M |
| ShoreHaven Wealth Partners, LLC | 1.02% | Add +0.0% | 8,256 | $2.8M |
| Optivise Advisory Services LLC | 1.63% | Add +27.8% | 8,245 | $2.8M |
| Tudor Investment Corporation | 0.02% | Reduce -49.2% | 8,223 | $2.8M |
| Global Wealth Strategies & Associates | 0.70% | Reduce -1.1% | 8,177 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.13% | Reduce -0.2% | 8,151 | $2.8M |
| BCU Wealth Advisors, LLC | 1.07% | Add +5.6% | 8,125 | $2.8M |
| NWF Advisory Services Inc. | 0.30% | Reduce -1.6% | 7,915 | $2.7M |
| University of Texas/Texas Am Investment Management Co. | 0.38% | No change | 7,903 | $2.7M |
| Bessemer Group Inc. | 0.00% | No change | 7,650 | $2.6M |
| AMG National Trust Bank | 0.06% | Add +2.1% | 7,646 | $2.6M |
| J.M. Arbour, LLC | 2.59% | — | 7,572 | $2.6M |
| Access Financial Services, Inc. | 0.94% | Reduce -4.5% | 7,555 | $2.6M |
| Trail Ridge Investment Advisors, LLC | 1.11% | Add +0.1% | 7,514 | $2.6M |
| Opus Capital Group, LLC | 0.27% | No change | 7,307 | $2.5M |
| Uptick Partners, LLC | 0.53% | Add +26.0% | 7,281 | $2.5M |
| Wealthedge Investment Advisors, LLC | 0.92% | Add +0.1% | 7,254 | $2.5M |
| Pallas Capital Advisors LLC | 0.08% | Reduce -1.9% | 7,185 | $2.5M |
| Beaumont Asset Management, L.L.C. | 1.21% | No change | 7,084 | $2.4M |
| Sax Wealth Advisors, LLC | 0.11% | Add +57.5% | 7,083 | $2.4M |
| Arkadios Wealth Advisors | 0.05% | Add +7.0% | 7,039 | $2.4M |
| Walled Lake Planning & Wealth Management, LLC | 0.76% | Reduce -1.1% | 6,980 | $2.4M |
| Tortoise Investment Management, LLC | 0.21% | Reduce -2.7% | 6,947 | $2.4M |
| Eq LLC | 0.69% | Add +1.5% | 6,932 | $2.4M |
| 71 West Capital Partners | 0.11% | — | 6,930 | $2.4M |
| Monograph Wealth Advisors, LLC | 0.23% | Add +0.1% | 6,911 | $2.4M |
| Legacies Wealth LLC | 1.34% | Reduce -10.6% | 6,905 | $2.4M |
| Klingman & Associates, LLC | 0.11% | No change | 6,861 | $2.4M |
| Spire Wealth Management | 0.08% | Add +6.7% | 6,787 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Add +67.1% | 6,774 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.2% | 6,716 | $2.3M |
| Diversified Trust Co. | 0.04% | Reduce -0.5% | 6,698 | $2.3M |
| Finley Financial, LLC | 1.04% | No change | 6,595 | $2.3M |
| Measured Wealth Private Client Group, LLC | 0.60% | Reduce -45.9% | 6,572 | $2.3M |
| Beacon Financial Group | 0.22% | Reduce -6.4% | 6,525 | $2.2M |
| Palumbo Wealth Management LLC | 0.55% | New | 6,512 | $2.2M |
| Berkshire Money Management, Inc. | 0.21% | New | 6,500 | $2.2M |
| Robinson Smith Wealth Advisors LLC | 1.52% | No change | 6,479 | $2.2M |
| Bailard, Inc. | 0.05% | No change | 6,453 | $2.2M |
| Lido Advisors, LLC | 0.01% | Reduce -18.2% | 6,517 | $2.2M |
| Capital Asset Managemnet, LLC | 2.40% | — | 6,116 | $2.2M |
| Turtle Creek Wealth Advisors, LLC | 0.17% | Add +192.0% | 6,292 | $2.2M |
| Curtis Advisory Group, LLC | 0.45% | Reduce -1.1% | 6,282 | $2.2M |
| ORG Partners LLC | 0.38% | Add +34.0% | 6,267 | $2.1M |
| Interchange Capital Partners, LLC | 0.40% | Reduce -2.7% | 6,266 | $2.1M |
| Tyche Wealth Partners LLC | 0.34% | Add +21.9% | 6,245 | $2.1M |
| Founders Financial Securities LLC | 0.13% | Add +33.9% | 6,240 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -10.7% | 6,204 | $2.1M |
| Alterna Wealth Management, Inc. | 1.77% | Add +17.4% | 6,193 | $2.1M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -2.8% | 6,192 | $2.1M |
| Rahlfs Capital, LLC | 1.62% | No change | 6,100 | $2.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Reduce -15.9% | 6,067 | $2.1M |
| Capital Investment Management, Inc. | 0.73% | — | 6,047 | $2.1M |
| Ibex Wealth Advisors | 0.20% | Add +183.5% | 5,967 | $2.0M |
| HRT Financial LP | 0.01% | Add +37.8% | 5,919 | $2.0M |
| Providence First Trust Co | 0.70% | Reduce -39.1% | 5,905 | $2.0M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -0.8% | 5,870 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.2% | 5,858 | $2.0M |
| Accelerate Investment Advisors LLC | 1.34% | Add +4.4% | 5,778 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +5.6% | 5,672 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +4.5% | 5,627 | $1.9M |
| Adirondack Trust Co. | 0.63% | No change | 5,545 | $1.9M |
| LVZ, Inc. | 0.21% | Reduce -6.0% | 5,542 | $1.9M |
| Webster Bank, N. A. | 0.18% | No change | 5,524 | $1.9M |
| Integrity Advisory Solutions, LLC | 0.27% | Add +111.3% | 5,395 | $1.9M |
| Nwam LLC | 0.10% | Reduce -38.6% | 5,375 | $1.8M |
| Tiaa Trust, National Association | 0.00% | Reduce -1.3% | 5,379 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.6% | 5,367 | $1.8M |
| Brookwood Investment Group LLC | 0.22% | Add +83.0% | 5,299 | $1.8M |
| Mission Creek Capital Partners, Inc. | 0.36% | Reduce -6.3% | 5,267 | $1.8M |
| Raleigh Capital Management Inc. | 0.65% | Add +4.3% | 5,258 | $1.8M |
| Avantra Family Wealth, Inc. | 1.31% | Reduce -0.0% | 5,257 | $1.8M |
| QRG Capital Management, Inc. | 0.02% | Add +14.7% | 5,242 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +5.5% | 5,241 | $1.8M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.2% | 5,151 | $1.8M |
| Strait & Sound Wealth Management LLC | 0.66% | Reduce -1.0% | 5,134 | $1.8M |
| Sound Income Strategies, LLC | 0.08% | Add +31.2% | 5,106 | $1.8M |
| Certified Advisory Corp | 0.16% | Add +0.8% | 5,044 | $1.7M |
| RiverFront Investment Group, LLC | 0.03% | No change | 5,039 | $1.7M |
| Stephens Inc. | 0.02% | Add +7.9% | 5,036 | $1.7M |
| IFG Advisory, LLC | 0.07% | Reduce -9.2% | 5,001 | $1.7M |
| Stonebrook Private Inc. | 0.36% | Add +2.9% | 4,996 | $1.7M |
| Unify Financial Advisors | 1.79% | — | 4,990 | $1.7M |
| Summit Wealth Partners, LLC | 0.32% | Add +0.7% | 4,982 | $1.7M |
| Vantus Wealth LLC | 1.25% | — | 4,949 | $1.7M |
| WT Wealth Management | 0.48% | Add +5.4% | 4,869 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | No change | 4,851 | $1.7M |
| Mosley Wealth Management | 0.75% | — | 4,876 | $1.6M |
| Cedar Wealth Management, LLC | 0.49% | No change | 4,784 | $1.6M |
| Integrated Wealth Management | 1.83% | — | 4,735 | $1.6M |
| Evergreen Capital Management LLC | 0.04% | No change | 4,724 | $1.6M |
| Allen Investment Management, LLC | 0.02% | No change | 4,689 | $1.6M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -98.7% | 4,684 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +95.9% | 4,660 | $1.6M |
| Western Wealth Management, LLC | 0.07% | Add +33.7% | 4,641 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 4,505 | $1.5M |
| Rik Saylor Financial, Inc. | 1.13% | Reduce -2.7% | 4,498 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -1.0% | 4,476 | $1.5M |
| Councilmark Asset Management, LLC | 0.86% | No change | 4,475 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -50.4% | 4,430 | $1.5M |
| Curbstone Financial Management Corp | 0.29% | No change | 4,410 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Add +195.2% | 4,407 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | New | 4,403 | $1.5M |
| Darwin Wealth Management, LLC | 0.47% | Reduce -0.7% | 4,403 | $1.5M |
| Litman Gregory Wealth Management LLC | 0.11% | Reduce -9.5% | 4,383 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +29.7% | 4,364 | $1.5M |
| Atlatl Advisers LLC | 0.57% | Add +14.9% | 4,335 | $1.5M |
| WJ Wealth Management, LLC | 0.65% | Reduce -0.1% | 4,321 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +30.1% | 4,251 | $1.5M |
| Two West Capital Advisors LLC | 0.84% | Add +21.4% | 4,216 | $1.4M |
| Callan Family Office, LLC | 0.03% | Reduce -4.0% | 4,156 | $1.4M |
| 1834 Investment Advisors Co. | 0.18% | Add +2.4% | 4,126 | $1.4M |
| Aspire Private Capital, LLC | 0.31% | Reduce -11.2% | 4,124 | $1.4M |
| Beacon Financial Advisory LLC | 0.33% | Add +18.6% | 4,120 | $1.4M |
| Madison Wealth Partners, Inc | 0.26% | Add +0.5% | 4,109 | $1.4M |
| Quadrant Capital Group LLC | 0.04% | No change | 4,076 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +17.9% | 4,071 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -6.5% | 4,069 | $1.4M |
| Northside Capital Management, LLC | 0.12% | No change | 4,061 | $1.4M |
| Gen-Wealth Partners Inc | 0.45% | Add +17.2% | 4,049 | $1.4M |
| Hershey Financial Advisers, LLC | 1.16% | New | 4,013 | $1.4M |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -3.7% | 4,007 | $1.4M |
| Smith, Moore & Co. | 0.10% | Add +0.1% | 3,961 | $1.4M |
| Regimen Wealth, LLC | 0.40% | Reduce -0.6% | 3,958 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | New | 3,906 | $1.3M |
| CPA Asset Management Group, LLC | 0.47% | No change | 3,901 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Reduce -0.7% | 3,889 | $1.3M |
| Trust Point Inc. | 0.10% | No change | 3,810 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +9.4% | 3,804 | $1.3M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 3,761 | $1.3M |
| Smartleaf Asset Management LLC | 0.05% | Add +46.7% | 3,683 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.11% | Add +86.2% | 3,702 | $1.3M |
| Columbus Macro, LLC | 0.14% | Add +0.2% | 3,697 | $1.3M |
| Henson-Edgewater Management, LLC | 0.75% | — | 3,686 | $1.3M |
| GC Wealth Management RIA, LLC | 0.05% | Reduce -0.0% | 3,665 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Add +1.0% | 3,610 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -4.7% | 3,585 | $1.2M |
| World Equity Group, Inc. | 0.34% | Reduce -23.3% | 3,584 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Add +2.2% | 3,591 | $1.2M |
| Maxele Advisors, LLC | 0.99% | Reduce -1.6% | 3,564 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -4.5% | 3,561 | $1.2M |
| Plancorp, LLC | 0.04% | Add +3.9% | 3,505 | $1.2M |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -5.8% | 3,494 | $1.2M |
| Able Wealth Management LLC | 0.38% | Add +78.8% | 3,476 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | No change | 3,436 | $1.2M |
| FWG Investments, LLC. | 0.74% | Add +24.1% | 3,379 | $1.2M |
| Verum Partners LLC | 0.23% | Reduce -10.4% | 3,377 | $1.2M |
| XML Financial, LLC | 0.09% | Reduce -20.5% | 3,362 | $1.2M |
| Theory Financial LLC | 0.38% | Add +13.0% | 3,296 | $1.1M |
| Golden State Wealth Management, LLC | 0.12% | Add +26.0% | 3,289 | $1.1M |
| Fiduciary Group, LLC | 0.09% | Reduce -1.6% | 3,281 | $1.1M |
| Sequent Asset Management, LLC | 0.49% | Reduce -3.6% | 3,247 | $1.1M |
| Unique Wealth, LLC | 0.15% | Reduce -12.9% | 3,229 | $1.1M |
| Arcadia Investment Advisors LLC | 0.51% | Reduce -4.4% | 3,222 | $1.1M |
| Semus Wealth Partners LLC | 0.60% | Add +9.2% | 3,222 | $1.1M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -32.6% | 3,214 | $1.1M |
| Sutton Place Investors LLC | 0.60% | Reduce -0.8% | 3,204 | $1.1M |
| Richmond Investment Services, LLC | 0.19% | Add +13.3% | 3,189 | $1.1M |
| Smith Shellnut Wilson LLC | 0.42% | New | 3,181 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 3,171 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.29% | Add +110.2% | 3,165 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +24.0% | 3,155 | $1.1M |
| First Trust Advisors LP | 0.00% | Add +0.3% | 3,143 | $1.1M |
| VERITY Wealth Advisors | 0.66% | No change | 3,114 | $1.1M |
| Lifetime Wealth Management P.C. | 0.68% | — | 3,112 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Reduce -0.1% | 3,107 | $1.1M |
| Abner Herrman & Brock LLC | 0.11% | No change | 3,053 | $1.0M |
| Triad Wealth Partners, LLC | 0.10% | Add +8.1% | 3,002 | $1.0M |
| DT Investment Partners, LLC | 0.09% | No change | 3,000 | $1.0M |
| Linscomb Wealth, Inc. | 0.04% | New | 2,953 | $1.0M |
| Signal Advisors Wealth, LLC | 0.08% | Add +3.3% | 2,927 | $1.0M |
| Lifeworks Advisors, LLC | 0.13% | Add +11.8% | 2,917 | $1.0M |
| Dentgroup LLC | 0.67% | Reduce -17.1% | 2,859 | $981K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.2% | 2,858 | $980K |
| Vision Retirement, LLC | 0.26% | — | 2,854 | $979K |
| GeoWealth Management, LLC | 0.04% | Reduce -71.4% | 2,851 | $978K |
| Capital Square, LLC | 0.49% | Add +24.8% | 2,822 | $968K |
| Provident Wealth Management, LLC | 0.29% | No change | 2,817 | $966K |
| Private Trust Co. NA | 0.08% | Add +3.1% | 2,795 | $959K |
| First Citizens Financial Corp | 0.47% | Reduce -4.2% | 2,774 | $951K |
| Naples Global Advisors, LLC | 0.07% | Reduce -0.7% | 2,755 | $945K |
| East Coast Asset Management, LLC. | 0.28% | No change | 2,746 | $942K |
| Calton & Associates, Inc. | 0.14% | Reduce -1.4% | 2,714 | $931K |
| Palisade Asset Management, LLC | 0.09% | Add +13.8% | 2,704 | $927K |
| Apex Wealth Management, LLC | 0.94% | Reduce -15.6% | 2,691 | $923K |
| American Trust | 0.08% | Reduce -3.8% | 2,685 | $921K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +3.1% | 2,655 | $911K |
| Aptus Capital Advisors, LLC | 0.01% | Add +31.5% | 2,648 | $908K |
| Magnus Financial Group LLC | 0.07% | Add +4.0% | 2,619 | $898K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -7.1% | 2,617 | $897K |
| Schnieders Capital Management, Llc. | 0.14% | Add +0.5% | 2,588 | $888K |
| Debussy Capital Management LP | 0.12% | Reduce -0.1% | 2,586 | $887K |
| Indiana Trust & Investment Management Co | 0.26% | No change | 2,569 | $881K |
| Mission Wealth Management, LP | 0.02% | Add +0.2% | 2,563 | $879K |
| Soundwatch Capital LLC | 0.14% | No change | 2,560 | $878K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.26% | Reduce -5.4% | 2,492 | $855K |
| Lloyd Advisory Services, LLC. | 0.33% | Add +4.1% | 2,475 | $849K |
| Legacy Wealth Partners, LLC | 0.22% | — | 2,444 | $838K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -0.3% | 2,442 | $838K |
| Altus Wealth Management, LLC | 0.36% | Add +0.0% | 2,441 | $837K |
| Arax Advisory Partners | 0.02% | Reduce -100.0% | 2,417 | $829K |
| RVW Wealth, LLC | 0.06% | No change | 2,401 | $823K |
| Prosperity Wealth Management, Inc. | 0.27% | Reduce -7.6% | 2,388 | $819K |
| Asset Management Group, Inc. | 0.13% | Add +0.2% | 2,372 | $814K |
| Howard Capital Management Group, LLC | 0.05% | Add +1.1% | 2,370 | $813K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -6.5% | 2,351 | $806K |
| Nicholas Hoffman & Company, LLC. | 0.02% | New | 2,343 | $804K |
| LongView Wealth Management | 0.19% | New | 2,282 | $791K |
| Apella Capital, LLC | 0.02% | Add +39.0% | 2,301 | $789K |
| Lanark Financial, Inc. | 0.06% | No change | 2,291 | $786K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 2,290 | $785K |
| PKS Advisory Services, LLC | 0.18% | Reduce -29.2% | 2,290 | $785K |
| Alta Wealth Advisors LLC | 0.26% | New | 2,287 | $784K |
| Golden Road Advisors LLC | 0.45% | No change | 2,284 | $783K |
| Salomon & Ludwin, LLC | 0.07% | No change | 2,258 | $777K |
| Chemistry Wealth Management LLC | 0.15% | Add +3.3% | 2,264 | $776K |
| Baron Wealth Management LLC | 0.24% | No change | 2,236 | $767K |
| Lantern Wealth Advisors, LLC | 0.41% | Reduce -0.3% | 2,235 | $767K |
| Trifecta Capital Advisors, LLC | 0.11% | No change | 2,230 | $765K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -50.9% | 2,222 | $762K |
| VestGen Investment Management | 0.42% | Reduce -6.3% | 2,215 | $760K |
| Flagship Private Wealth, LLC | 0.30% | Add +0.3% | 2,201 | $755K |
| Arcadia Wealth Management, LLC | 0.28% | Reduce -5.0% | 2,199 | $754K |
| Lavelle Capital LP | 0.48% | — | 2,190 | $751K |
| Hutchens & Kramer Investment Management Group, LLC | 0.26% | Reduce -8.7% | 2,185 | $749K |
| Lansing Street Advisors | 0.19% | Reduce -4.2% | 2,184 | $749K |
| Tudor Financial Inc. | 0.38% | Reduce -3.5% | 2,175 | $746K |
| Elevation Capital Advisory, LLC | 0.30% | Reduce -92.8% | 2,162 | $741K |
| Shrier Wealth Management, LLC | 0.30% | — | 2,158 | $740K |
| Legacy Wealth Management, LLC / MS | 0.20% | Add +0.1% | 2,153 | $738K |
| Portland Global Advisors LLC | 0.08% | No change | 2,147 | $736K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.3% | 2,145 | $736K |
| Blue Capital, Inc. | 0.52% | Add +131.7% | 2,125 | $729K |
| Concorde Asset Management, LLC | 0.29% | Add +40.9% | 2,122 | $728K |
| Activest Wealth Management | 0.14% | No change | 2,120 | $727K |
| PFG Investments, LLC | 0.03% | Add +23.1% | 2,117 | $726K |
| Kovack Advisors, Inc. | 0.03% | Add +190.6% | 2,104 | $721K |
| Bawa N Mallick Trust | 0.27% | No change | 2,099 | $720K |
| Mitchell Sinkler & Starr | 0.33% | No change | 2,098 | $720K |
| Advisor OS, LLC | 0.06% | New | 27,817 | $715K |
| Archer Investment Management, LLC | 0.38% | New | 2,068 | $709K |
| Stillwater Wealth Management Group | 0.48% | Reduce -16.1% | 2,061 | $707K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +10.7% | 2,041 | $700K |
| USA Financial Formulas | 0.13% | Reduce -7.6% | 2,007 | $688K |
| Paulson Wealth Management Inc. | 0.16% | No change | 2,000 | $686K |
| CX Institutional | 0.02% | Reduce -48.4% | 1,994 | $684K |
| Elm Partners Management LLC | 0.03% | No change | 1,989 | $682K |
| Pacific Excel Wealth Advisors, Inc. | 1.28% | — | 1,983 | $680K |
| Aprio Wealth Management, LLC | 0.04% | Add +34.0% | 1,943 | $676K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.3% | 1,966 | $674K |
| GWN Securities Inc. | 0.14% | Add +90.4% | 1,959 | $672K |
| DKM Wealth Management, Inc. | 0.50% | No change | 1,947 | $668K |
| Curi Capital, LLC | 0.01% | Reduce -0.2% | 1,927 | $661K |
| PUREfi Wealth, LLC | 0.51% | Add +0.5% | 1,922 | $659K |
| Portland Financial Advisors Inc | 1.40% | No change | 1,916 | $657K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 1,909 | $655K |
| Savant Capital, LLC | 0.00% | Reduce -9.3% | 1,907 | $654K |
| Caliber Wealth Management, LLC / KS | 0.07% | Add +16.0% | 1,903 | $653K |
| Imprint Wealth LLC | 3.05% | Add +22.1% | 1,901 | $652K |
| ICONIQ Capital, LLC | 0.01% | Add +0.3% | 1,896 | $650K |
| PFG Advisors | 0.03% | Add +1.9% | 1,869 | $641K |
| AdvisorNet Financial, Inc | 0.03% | Add +2.5% | 1,863 | $639K |
| Aegis Wealth Management, Inc. | 0.50% | — | 1,855 | $636K |
| BLB&B Advisors, LLC | 0.03% | No change | 1,852 | $635K |
| Maripau Wealth Management LLC | 0.29% | Reduce -4.5% | 1,849 | $634K |
| Stone Wealth Partners | 0.56% | — | 1,842 | $632K |
| Glenview Trust Co | 0.01% | No change | 1,831 | $628K |
| Burke & Herbert Bank & Trust Co. | 0.17% | Reduce -40.3% | 1,825 | $626K |
| Evolution Wealth Advisors, LLC | 0.06% | No change | 1,824 | $626K |
| Skyline Advisors, Inc. | 0.21% | Add +50.3% | 1,989 | $619K |
| BDFS Capital LLC | 0.31% | — | 1,802 | $618K |
| Beacon Bridge Wealth Partners, LLC | 0.20% | Add +2.0% | 1,793 | $615K |
| Weaver Consulting Group | 0.15% | Reduce -4.5% | 1,789 | $614K |
| Compound Planning, Inc. | 0.02% | Reduce -7.0% | 1,788 | $613K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +14.4% | 1,767 | $606K |
| Becker Capital Management Inc. | 0.02% | Reduce -17.0% | 1,765 | $605K |
| Sageworth Trust Co | 0.03% | Reduce -9.2% | 1,748 | $600K |
| SkyOak Wealth, LLC | 0.11% | Reduce -1.7% | 1,745 | $598K |
| TD Asset Management Inc | 0.00% | Add +184.5% | 1,744 | $598K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +37.5% | 1,739 | $597K |
| Maia Wealth LLC | 0.10% | Add +37.0% | 1,774 | $594K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.6% | 1,727 | $592K |
| Venture Visionary Partners LLC | 0.02% | No change | 1,704 | $584K |
| Aspen Investment Management Inc | 0.18% | No change | 1,700 | $583K |
| Austin Private Wealth, LLC | 0.04% | New | 1,684 | $578K |
| Willis Investment Counsel | 0.03% | No change | 1,654 | $567K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 1,645 | $564K |
| United Asset Strategies, Inc. | 0.04% | No change | 1,643 | $564K |
| Koshinski Asset Management, Inc. | 0.04% | Add +87.1% | 1,635 | $561K |
| Vident Advisory, LLC | 0.01% | Add +0.2% | 1,620 | $556K |
| Tempus Wealth Planning, LLC | 0.13% | Reduce -16.4% | 1,612 | $553K |
| Oldfather Financial Services, LLC | 0.16% | Add +1.4% | 1,611 | $553K |
| High Probability Advisors, LLC | 0.07% | Reduce -0.4% | 1,610 | $552K |
| Abacus Wealth Partners, LLC | 0.05% | No change | 1,604 | $550K |
| BCGM Wealth Management, LLC | 0.14% | Add +0.6% | 1,595 | $547K |
| King Wealth Management Group | 0.07% | No change | 1,596 | $547K |
| Advisory Alpha, LLC | 0.01% | Add +2.4% | 1,566 | $537K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,563 | $536K |
| Cape Investment Advisory, Inc. | 0.16% | Add +12.4% | 1,553 | $533K |
| Northland Securities, Inc. | 0.51% | — | 1,548 | $531K |
| Prosperity Consulting Group, LLC | 0.02% | Add +41.4% | 1,538 | $527K |
| HighMark Wealth Management LLC | 0.21% | No change | 1,538 | $527K |
| Talisman Wealth Advisors LLC | 0.41% | Add +88.0% | 1,530 | $526K |
| FLP Wealth Management, LLC | 1.24% | Reduce -13.7% | 1,532 | $525K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.4% | 1,530 | $525K |
| Sonoma Allocations LLC | 0.17% | Reduce -2.1% | 1,514 | $522K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +17.6% | 1,506 | $516K |
| SmartHarvest Portfolios, LLC | 0.18% | — | 1,492 | $512K |
| Chesley Taft & Associates LLC | 0.02% | Add +69.1% | 1,471 | $504K |
| Redwood Investment Management, LLC | 0.06% | Add +5.8% | 1,469 | $504K |
| MA Private Wealth | 0.08% | Reduce -2.9% | 1,450 | $497K |
| Integrated Advisors Network LLC | 0.02% | Add +1.0% | 1,446 | $496K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 1,443 | $495K |
| Gould Asset Management LLC | 0.09% | No change | 1,440 | $494K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -12.8% | 1,437 | $493K |
| Integrity Investment Advisors, LLC | 0.27% | Reduce -1.4% | 1,422 | $488K |
| Stirlingshire Investments, Inc. | 0.43% | — | 1,410 | $484K |
| XY Planning Network, Inc. | 0.08% | New | 1,404 | $482K |
| Legacy Edge Advisors, LLC | 0.05% | Add +9.7% | 1,404 | $482K |
| Northstar Asset Management Inc. | 0.12% | No change | 1,397 | $479K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,394 | $478K |
| BAM Wealth Management, LLC | 0.34% | Reduce -2.4% | 1,384 | $475K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 1,384 | $475K |
| Natural Investments, LLC | 0.12% | Reduce -99.2% | 1,381 | $473K |
| Valeo Financial Advisors, LLC | 0.01% | Add +88.9% | 1,375 | $472K |
| BostonPremier Wealth LLC | 0.24% | Add +5.3% | 1,373 | $471K |
| Shaker Investments LLC | 0.20% | Add +12.5% | 1,371 | $470K |
| Balance Wealth Partners LLC | 0.15% | Reduce -7.4% | 1,370 | $470K |
| Hilltop Wealth Advisors, LLC | 0.23% | No change | 1,362 | $467K |
| Veracity Capital LLC | 0.14% | Add +15.9% | 1,360 | $466K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | New | 1,359 | $466K |
| Strategy Asset Managers LLC | 0.08% | New | 1,359 | $466K |
| Old Port Advisors | 0.11% | No change | 1,353 | $464K |
| Edgestream Partners, L.P. | 0.01% | Add +55.7% | 1,350 | $463K |
| Susquehanna International Group, LLP | 0.00% | New | 1,338 | $459K |
| Focused Wealth Management, Inc | 0.05% | Add +0.1% | 1,334 | $458K |
| Spinnaker Trust | 0.02% | Reduce -1.5% | 1,324 | $454K |
| Ade, LLC | 0.22% | Add +0.1% | 1,319 | $452K |
| Sound Portfolio Advisors, LLC | 0.38% | — | 1,308 | $449K |
| Bricktown Capital, LLC | 0.07% | No change | 1,294 | $444K |
| Capital Wealth Alliance, LLC | 0.19% | Reduce -12.3% | 1,292 | $444K |
| Flputnam Investment Management Co. | 0.01% | Add +11.2% | 1,286 | $441K |
| Gilbert Capital Group, Inc. | 0.33% | No change | 1,282 | $440K |
| Highland Capital Management, LLC | 0.02% | Reduce -68.6% | 1,281 | $439K |
| Tompkins Financial Corp. | 0.03% | Add +1.4% | 1,275 | $437K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.3% | 1,272 | $436K |
| Spinnaker Investment Group, LLC | 0.08% | Add +9.3% | 1,258 | $431K |
| Hilltop Holdings Inc. | 0.03% | Add +12.9% | 1,257 | $431K |
| Lockerman Financial Group, Inc. | 0.82% | Add +19.8% | 1,253 | $430K |
| SBI Securities Co., Ltd. | 0.01% | Add +10.1% | 1,238 | $425K |
| Choate Investment Advisors | 0.01% | No change | 1,234 | $423K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 1,226 | $420K |
| Seneca House Advisors | 0.16% | Add +0.2% | 1,223 | $419K |
| OneAscent Financial Services LLC | 0.04% | New | 8,773 | $417K |
| Romano Brothers and Company | 0.05% | Reduce -4.3% | 1,215 | $417K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 1,211 | $415K |
| Aft, Forsyth & Company, Inc. | 0.18% | No change | 1,210 | $415K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 1,210 | $415K |
| Stegner Investment Associates Inc. | 0.22% | Add +3.6% | 1,203 | $413K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.2% | 1,201 | $412K |
| Leith Wheeler Investment Counsel Ltd. | 0.03% | No change | 1,200 | $412K |
| Milestone Asset Management Group, LLC | 0.23% | No change | 1,182 | $406K |
| Greenleaf Trust | 0.00% | No change | 1,173 | $402K |
| Resurgent Financial Advisors LLC | 0.20% | Add +1.2% | 1,168 | $401K |
| Gutierrez Wealth Advisory, LLC | 0.25% | Add +0.3% | 1,167 | $400K |
| High Note Wealth, LLC | 0.08% | No change | 1,166 | $400K |
| Centaurus Financial, Inc. | 0.02% | Reduce -19.3% | 1,162 | $399K |
| Michels Family Financial, LLC | 0.28% | Add +21.9% | 1,125 | $386K |
| Sunbelt Securities, Inc. | 0.03% | Add +1.2% | 1,112 | $381K |
| Cannell & Spears LLC | 0.01% | Add +0.6% | 1,111 | $381K |
| Ballentine Partners, LLC | 0.01% | No change | 1,110 | $381K |
| BOS Asset Management, LLC | 0.10% | No change | 1,107 | $380K |
| Yukon Wealth Management, Inc. | 0.22% | Add +84.3% | 1,113 | $379K |
| Ballast Rock Private Wealth LLC | 0.24% | — | 1,102 | $378K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 1,101 | $378K |
| Westco Advisory Services Inc. | 0.23% | — | 1,095 | $376K |
| Journey Strategic Wealth LLC | 0.01% | No change | 1,089 | $373K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -25.1% | 1,084 | $372K |
| Kestra Investment Management, LLC | 0.01% | Add +13.9% | 1,068 | $366K |
| Optas, LLC | 0.06% | No change | 1,066 | $366K |
| TCV Trust & Wealth Management, Inc. | 0.03% | Reduce -4.9% | 1,066 | $366K |
| Midwest Trust Co | 0.00% | Reduce -0.8% | 1,064 | $365K |
| Oregon Pacific Wealth Management, LLC | 0.38% | New | 1,062 | $364K |
| Arthur M. Cohen & Associates, LLC | 0.06% | Add +0.2% | 1,062 | $364K |
| Grantvest Financial Group LLC | 0.23% | Reduce -20.3% | 1,059 | $363K |
| Williams & Novak, LLC | 0.27% | Add +7.7% | 1,058 | $363K |
| Marco Investment Management LLC | 0.03% | No change | 1,050 | $360K |
| Coordinated Financial Services, Inc. | 0.21% | New | 1,049 | $360K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 1,049 | $360K |
| AlphaCore Capital LLC | 0.01% | Add +4080.0% | 1,045 | $358K |
| First Horizon Corp. | 0.02% | No change | 1,038 | $356K |
| New Republic Capital, LLC | 0.09% | Add +37.1% | 1,035 | $355K |
| Oliver Luxxe Assets LLC | 0.05% | Reduce -15.6% | 1,035 | $355K |
| Whittier Trust Co. | 0.00% | Reduce -1.4% | 1,024 | $353K |
| Haven Private, LLC | 0.15% | No change | 1,026 | $352K |
| Melfa Wealth Management, Inc. | 0.20% | Reduce -2.4% | 1,025 | $352K |
| Inspire Advisors, LLC | 0.03% | Add +52.3% | 1,022 | $350K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -4.8% | 1,022 | $350K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,020 | $350K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.1% | 1,022 | $349K |
| Dorato Capital Management | 0.26% | — | 1,012 | $348K |
| Asset Dedication, LLC | 0.02% | No change | 1,012 | $347K |
| Ullmann Wealth Partners Group, LLC | 0.04% | New | 1,000 | $345K |
| Ascent Wealth Partners, LLC | 0.04% | No change | 1,006 | $345K |
| ASL Financial, LLC | 0.27% | — | 999 | $343K |
| Fiscal Wisdom Wealth Management, LLC | 0.32% | Add +44.0% | 992 | $340K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +1.1% | 989 | $339K |
| Kelly Financial Group LLC | 0.09% | Reduce -2.4% | 986 | $338K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 980 | $336K |
| Cibc World Market Inc. | 0.00% | Add +2.1% | 979 | $336K |
| Bison Wealth, LLC | 0.04% | New | 1,045 | $332K |
| Traynor Capital Management, Inc. | 0.02% | Add +8.2% | 963 | $330K |
| CLG LLC | 0.08% | Add +0.2% | 959 | $329K |
| Avior Wealth Management, LLC | 0.01% | Add +8.4% | 957 | $328K |
| Crewe Advisors LLC | 0.03% | Reduce -2.5% | 956 | $328K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 956 | $328K |
| Serenity Investment Advisors | 0.19% | — | 947 | $326K |
| Hanover Advisors Inc. | 0.13% | No change | 950 | $326K |
| Betterment LLC | 0.00% | Reduce -13.7% | 945 | $324K |
| Cadia Private Client LLC | 0.26% | — | 942 | $323K |
| Hourglass Capital, LLC | 0.07% | Reduce -1.1% | 940 | $322K |
| FLC Capital Advisors | 0.06% | No change | 936 | $321K |
| Capital Squared Financial LLC | 0.25% | Add +0.3% | 933 | $320K |
| Americana Partners, LLC | 0.01% | No change | 931 | $319K |
| Lyell Wealth Management, LP | 0.02% | Reduce -2.0% | 921 | $316K |
| Welch Group, LLC | 0.01% | Add +12.2% | 920 | $316K |
| GreatBanc Trust CO | 0.22% | No change | 915 | $314K |
| First Merchants Corp. | 0.01% | No change | 915 | $314K |
| KPP Advisory Services LLC | 0.05% | Reduce -84.0% | 913 | $313K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -6.1% | 913 | $313K |
| Creative Financial Designs Inc. | 0.02% | Reduce -22.9% | 903 | $310K |
| Soltis Investment Advisors LLC | 0.02% | No change | 902 | $309K |
| Payne Capital Management, LLC | 0.10% | No change | 900 | $309K |
| Wealth Architects, LLC | 0.03% | No change | 900 | $309K |
| Garde Capital, Inc. | 0.02% | No change | 896 | $307K |
| Fairvoy Private Wealth, LLC | 0.07% | Reduce -11.6% | 888 | $305K |
| Mascagni Wealth Management, Inc. | 0.23% | Add +0.2% | 887 | $304K |
| Global Wealth Management, LLC | 0.16% | No change | 887 | $304K |
| Harbor Investment Advisory, LLC | 0.02% | Add +18.4% | 880 | $302K |
| Accredited Investors Inc. | 0.02% | No change | 880 | $302K |
| DecisionMap Wealth Management, LLC | 0.19% | Add +22.4% | 876 | $300K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -2.6% | 876 | $300K |
| First Foundation Advisors | 0.01% | Add +14.7% | 873 | $299K |
| Crown Wealth Group, LLC | 0.08% | New | 871 | $299K |
| 1900 Wealth Management LLC | 0.02% | Add +0.2% | 871 | $299K |
| Dunhill Financial, LLC | 0.09% | Add +6.1% | 871 | $299K |
| Essex Bank | 0.06% | No change | 870 | $298K |
| Sequent Planning LLC | 0.08% | New | 864 | $296K |
| BIP Wealth, LLC | 0.01% | Reduce -24.5% | 864 | $296K |
| Advance Capital Management, Inc. | 0.01% | Reduce -18.9% | 863 | $296K |
| Elevation Wealth Management LLC | 0.28% | — | 862 | $296K |
| Game Plan Financial Advisors, LLC | 0.13% | No change | 862 | $296K |
| Kingdom Financial Group LLC. | 0.09% | New | 858 | $294K |
| Heritage Wealth Management, Inc. | 0.19% | No change | 856 | $294K |
| Cambridge Financial Group, LLC | 0.10% | No change | 1,012 | $292K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -0.9% | 851 | $292K |
| Arlington Trust Co LLC | 0.03% | No change | 850 | $292K |
| Essex Financial Services, Inc. | 0.02% | No change | 850 | $292K |
| Global Financial Private Client, LLC | 0.10% | Reduce -1.5% | 841 | $288K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.6% | 836 | $287K |
| Enzi Wealth | 0.10% | No change | 834 | $286K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +5.1% | 822 | $282K |
| Trust Co. of Vermont | 0.01% | Add +4.2% | 816 | $280K |
| Gotham Asset Management | 0.00% | Reduce -15.3% | 813 | $279K |
| Harbour Investments, Inc. | 0.01% | Reduce -21.6% | 812 | $279K |
| Almanack Investment Partners, LLC. | 0.05% | Reduce -6.9% | 810 | $278K |
| Moors & Cabot, Inc. | 0.01% | Add +6.3% | 808 | $277K |
| UMB Bank, n.a. | 0.00% | New | 807 | $277K |
| ForthRight Wealth Management, LLC | 0.08% | No change | 804 | $276K |
| WBH Advisory Inc. | 0.02% | No change | 794 | $272K |
| J. Mark Nickell & Co. | 0.25% | — | 793 | $272K |
| Ameliora Wealth Management Ltd. | 0.08% | Reduce -72.2% | 792 | $272K |
| McGuire Investment Group, LLC | 0.03% | No change | 789 | $271K |
| WealthCollab, LLC | 0.11% | No change | 787 | $270K |
| Suncoast Equity Management | 0.03% | Reduce -6.0% | 785 | $269K |
| Birchcreek Wealth Management, LLC | 0.13% | Reduce -51.9% | 783 | $269K |
| Brand Asset Management Group, Inc. | 0.08% | New | 783 | $269K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 778 | $267K |
| AA Financial Advisors, LLC | 0.05% | New | 777 | $267K |
| Johnson Financial Group, Inc. | 0.01% | No change | 775 | $266K |
| Sheridan Capital Management, LLC | 0.13% | No change | 767 | $263K |
| Pictet North America Advisors SA | 0.02% | No change | 765 | $262K |
| Tred Avon Family Wealth, LLC | 0.09% | No change | 762 | $261K |
| Performance Wealth Partners, LLC | 0.01% | Add +4.4% | 756 | $259K |
| American Financial Advisors, LLC | 0.03% | Add +0.3% | 753 | $258K |
| Thomas Story & Son LLC | 0.10% | No change | 750 | $257K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 747 | $256K |
| Key Capital Management, INC | 0.25% | — | 746 | $256K |
| Future Financial Wealth Managment LLC | 0.17% | No change | 760 | $255K |
| TCP Asset Management, LLC | 0.04% | No change | 740 | $254K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 738 | $253K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 734 | $252K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 727 | $249K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 724 | $248K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -3.8% | 715 | $245K |
| DDD Partners, LLC | 0.02% | No change | 714 | $245K |
| Heritage Financial Services, LLC | 0.02% | New | 711 | $244K |
| Schaeffer Financial LLC | 0.21% | No change | 703 | $241K |
| SMART Wealth LLC | 0.07% | New | 701 | $241K |
| Indie Asset Partners, LLC | 0.27% | New | 701 | $240K |
| Chronos Wealth Management, LLC | 0.11% | No change | 700 | $240K |
| Rockingstone Advisors LLC | 0.11% | No change | 700 | $240K |
| Cortland Associates Inc. | 0.03% | No change | 700 | $240K |
| Reston Wealth Management LLC | 0.07% | Reduce -0.1% | 699 | $240K |
| Foster & Motley Inc. | 0.01% | No change | 696 | $239K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 697 | $239K |
| Cypress Capital Group | 0.03% | No change | 695 | $238K |
| Carlson Financial, Inc. | 0.14% | — | 695 | $238K |
| HUB Investment Partners, LLC | 0.01% | No change | 694 | $238K |
| Grant Street Asset Management, Inc. | 0.05% | No change | 692 | $237K |
| Strategic Investment Solutions, Inc. | 0.06% | Add +0.1% | 691 | $237K |
| Wellment Financial | 0.28% | Reduce -14.7% | 690 | $237K |
| Ritholtz Wealth Management | 0.00% | New | 690 | $237K |
| Independent Advisor Alliance | 0.01% | New | 690 | $237K |
| Valmark Advisers, Inc. | 0.00% | New | 687 | $236K |
| Impact Partnership Wealth, LLC | 0.03% | New | 687 | $236K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.3% | 684 | $234K |
| Buckhead Capital Management LLC | 0.08% | New | 680 | $233K |
| Pacific Sage Partners, LLC | 0.04% | No change | 679 | $233K |
| Cornerstone Advisors Asset Management, LLC | 0.04% | Add +0.1% | 676 | $232K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 676 | $232K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 669 | $230K |
| Capital Advantage, Inc. | 0.03% | Add +0.1% | 667 | $229K |
| Invesco Ltd. | 0.00% | New | 660 | $226K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.5% | 658 | $226K |
| Glassman Wealth Services | 0.03% | Add +387.4% | 658 | $226K |
| Keystone Wealth Services, LLC | 0.05% | New | 657 | $225K |
| Hubbell Strickland Wealth Management, LLC | 0.09% | Reduce -11.1% | 649 | $223K |
| Lineweaver Wealth Advisors, LLC | 0.03% | Add +0.2% | 644 | $221K |
| Sterling Investment Counsel, LLC | 0.06% | No change | 644 | $221K |
| MCF Advisors LLC | 0.01% | Add +793.1% | 643 | $221K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.3% | 640 | $219K |
| DUTCH ASSET Corp | 0.17% | — | 639 | $219K |
| German American Bancorp, Inc. | 0.02% | New | 638 | $219K |
| LWM Advisory Services, LLC | 0.13% | New | 637 | $219K |
| Trademark Financial Management, LLC | 0.12% | Add +2.9% | 637 | $218K |
| Cassilly Financial Group LLC | 0.19% | — | 632 | $217K |
| TrueWealth Advisors, LLC | 0.06% | New | 629 | $216K |
| Chatterton & Associates Inc. | 0.18% | — | 628 | $215K |
| Caprock Group, LLC | 0.00% | New | 628 | $215K |
| Prosperity Planning, Inc. | 0.08% | Reduce -4.6% | 625 | $214K |
| Moseley Investment Management Inc. | 0.07% | No change | 625 | $214K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -80.2% | 623 | $214K |
| Leavell Investment Management, Inc. | 0.01% | No change | 623 | $214K |
| Zacks Investment Management | 0.00% | Reduce -0.5% | 621 | $213K |
| Canopy Partners, LLC | 0.07% | No change | 620 | $213K |
| Werba Rubin Papier Wealth Management | 0.06% | No change | 620 | $212K |
| Eaton Financial Holdings Company, LLC | 0.06% | No change | 614 | $211K |
| Milestone Asset Management, LLC | 0.04% | Reduce -4.3% | 609 | $209K |
| HighRoad Wealth Advisors, LLC | 0.20% | — | 607 | $208K |
| Freedom Investment Management, Inc. | 0.06% | New | 601 | $206K |
| Summit Trail Advisors, LLC | 0.00% | New | 601 | $206K |
| Sage Investment Advisers LLC | 0.15% | — | 600 | $206K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | New | 600 | $206K |
| Fidelis Capital Partners, LLC | 0.01% | New | 597 | $205K |
| Bell Bank | 0.01% | New | 595 | $204K |
| Opal Capital LLC | 0.05% | — | 1,328 | $204K |
| Atala Financial Inc | 0.13% | New | 591 | $203K |
| Vista Investment Management | 0.07% | New | 589 | $202K |
| First Interstate Bank | 0.01% | New | 588 | $202K |
| Rehmann Capital Advisory Group | 0.01% | New | 587 | $201K |
| ZEGA Investments, LLC | 0.04% | New | 586 | $201K |
| Greystone Financial Group, LLC | 0.03% | New | 586 | $201K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 557 | $191K |
| Founders Financial Alliance, LLC | 0.04% | No change | 547 | $188K |
| Deutsche Bank AG | 0.00% | Reduce -18.3% | 528 | $181K |
| MeadowBrook Investment Advisors LLC | 0.16% | No change | 522 | $179K |
| Allworth Financial LP | 0.00% | No change | 493 | $169K |
| First Financial Corp. | 0.06% | No change | 488 | $167K |
| REAP Financial Group, LLC | 0.03% | New | 478 | $164K |
| International Assets Investment Management, LLC | 0.01% | New | 477 | $163K |
| United Community Bank | 0.06% | Reduce -1.7% | 475 | $163K |
| Larson Financial Group LLC | 0.01% | Add +56.2% | 467 | $160K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 453 | $155K |
| Princeton Global Asset Management LLC | 0.02% | New | 408 | $140K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +6.9% | 404 | $139K |
| Islay Capital Management, LLC | 0.08% | No change | 400 | $137K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 399 | $137K |
| Financial Consulate, Inc. | 0.02% | Add +1.0% | 396 | $136K |
| Balentine LLC | 0.01% | No change | 382 | $131K |
| Citigroup Inc. | 0.00% | Reduce -99.8% | 377 | $129K |
| Quest 10 Wealth Builders, Inc. | 0.11% | Add +11.2% | 357 | $122K |
| Root Financial Partners, LLC | 0.01% | Add +456.3% | 356 | $122K |
| West Branch Capital LLC | 0.03% | Reduce -43.4% | 347 | $119K |
| Millstone Evans Group, LLC | 0.07% | No change | 328 | $112K |
| North Star Investment Management Corp. | 0.01% | Reduce -27.7% | 324 | $111K |
| Old Second National Bank of Aurora | 0.02% | No change | 321 | $110K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 317 | $109K |
| Global Trust Asset Management, LLC | 0.04% | No change | 312 | $107K |
| Asset Planning,Inc | 0.07% | No change | 300 | $103K |
| Basso Capital Management, L.P. | 0.06% | New | 300 | $103K |
| Byrne Asset Management LLC | 0.06% | No change | 295 | $101K |
| Collier Financial | 0.07% | No change | 280 | $96K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +129.5% | 280 | $96K |
| Colonial Trust Co / SC | 0.01% | No change | 264 | $91K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +215.8% | 259 | $89K |
| Elyxium Wealth, LLC | 0.02% | New | 257 | $88K |
| Colonial Trust Advisors | 0.01% | Reduce -51.9% | 255 | $87K |
| True Wealth Design, LLC | 0.03% | No change | 250 | $86K |
| Eastern Bank | 0.00% | No change | 249 | $85K |
| Abound Wealth Management | 0.02% | No change | 247 | $85K |
| Barrett & Company, Inc. | 0.03% | Add +2.1% | 246 | $84K |
| Godsey & Gibb, Inc. | 0.01% | Add +868.0% | 242 | $83K |
| Rhumbline Advisers | 0.00% | No change | 233 | $80K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -22.1% | 233 | $80K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 217 | $74K |
| American National Bank & Trust | 0.01% | No change | 212 | $73K |
| Russell Investments Group, Ltd. | 0.00% | Add +75.0% | 210 | $72K |
| KERR FINANCIAL PLANNING Corp | 0.09% | No change | 202 | $68K |
| Orion Capital Management LLC | 0.02% | No change | 195 | $67K |
| Investment Counsel Co. of Nevada | 0.14% | No change | 194 | $67K |
| Copia Wealth Management | 0.05% | Reduce -11.8% | 194 | $67K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 179 | $61K |
| Clark Wealth Partners | 0.04% | No change | 177 | $61K |
| Bokf, NA | 0.00% | No change | 165 | $57K |
| Operose Advisors LLC | 0.01% | Add +30.2% | 164 | $56K |
| Signature Equity Partners, LLC | 0.03% | — | 156 | $53K |
| Sfam, LLC | 0.05% | — | 155 | $53K |
| Coston, McIsaac & Partners | 0.01% | No change | 157 | $53K |
| Archer Investment Corp | 0.01% | No change | 153 | $52K |
| Hilltop National Bank | 0.01% | No change | 150 | $51K |
| Hantz Financial Services, Inc. | 0.00% | New | 149 | $51K |
| Anfield Capital Management, LLC | 0.02% | No change | 148 | $51K |
| RMG Wealth Management LLC | 0.01% | New | 129 | $49K |
| Hilton Head Capital Partners, LLC | 0.03% | — | 141 | $48K |
| SHP Wealth Management | 0.00% | — | 132 | $45K |
| SouthState Bank Corp | 0.00% | No change | 132 | $45K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 133 | $45K |
| Geneos Wealth Management Inc. | 0.00% | No change | 123 | $42K |
| Robinswood Financial LLC | 0.01% | No change | 122 | $42K |
| Optima Capital LLC | 0.02% | New | 114 | $39K |
| Hurley Capital, LLC | 0.02% | New | 109 | $37K |
| Ameriflex Group, Inc. | 0.02% | Add +2.8% | 109 | $37K |
| Sage Mountain Advisors LLC | 0.00% | No change | 106 | $36K |
| Team Financial Group, LLC | 0.02% | Add +0.9% | 106 | $36K |
| Toth Financial Advisory Corp. | 0.00% | No change | 105 | $36K |
| JDM Financial Group LLC | 0.01% | No change | 100 | $34K |
| FWL Investment Management, LLC | 0.01% | No change | 100 | $34K |
| Lodestone Wealth Management LLC | 0.01% | New | 99 | $34K |
| Corsicana & Co. | 0.02% | No change | 97 | $33K |
| Angeles Wealth Management, LLC | 0.00% | Add +118.6% | 94 | $32K |
| GAMMA Investing LLC | 0.00% | No change | 93 | $32K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 92 | $31K |
| Phillips Financial Management, LLC | 0.00% | No change | 90 | $31K |
| TFC Financial Management, Inc. | 0.00% | No change | 90 | $31K |
| Wealth Watch Advisors, INC | 0.01% | Add +187.1% | 89 | $31K |
| Trust Co | 0.00% | No change | 87 | $30K |
| Quent Capital, LLC | 0.00% | New | 82 | $28K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 81 | $28K |
| 2UniFi Bank | 0.01% | New | 77 | $26K |
| Evermay Wealth Management LLC | 0.00% | No change | 77 | $26K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -34.8% | 77 | $26K |
| Signature Resources Capital Management, LLC | 0.01% | Add +22.6% | 76 | $26K |
| Westside Investment Management, Inc. | 0.00% | No change | 76 | $26K |
| CDKV Holdings LLC | 0.02% | — | 67 | $23K |
| DecisionPoint Financial, LLC | 0.01% | Add +29.4% | 66 | $23K |
| Park Place Capital Corp | 0.00% | Reduce -77.0% | 65 | $22K |
| Caldwell Trust Co | 0.00% | No change | 64 | $22K |
| Anchor Investment Management, LLC | 0.00% | No change | 64 | $22K |
| Birchwood Financial Partners, Inc. | 0.02% | — | 63 | $22K |
| Tsfg, LLC | 0.00% | Add +150.0% | 60 | $21K |
| Bogart Wealth, LLC | 0.00% | Reduce -35.5% | 60 | $21K |
| Nemes Rush Group LLC | 0.00% | New | 60 | $21K |
| United Financial Planning Group LLC | 0.01% | New | 56 | $19K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $17K |
| Realta Investment Advisors | 0.01% | No change | 50 | $17K |
| Peoples Financial Services Corp. | 0.01% | No change | 50 | $17K |
| Ransom Advisory, Ltd | 0.01% | New | 48 | $16K |
| Noble Wealth Management PBC | 0.01% | No change | 47 | $16K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 48 | $16K |
| NBT Bank, N.A. | 0.00% | No change | 46 | $16K |
| NorthAvenue LLC | 0.01% | — | 45 | $16K |
| Breakwater Investment Management | 0.01% | No change | 45 | $15K |
| Tucker Asset Management LLC | 0.00% | Reduce -86.5% | 44 | $15K |
| Kelleher Financial Advisors | 0.00% | No change | 43 | $15K |
| Topsail Wealth Management, LLC | 0.00% | Reduce -38.5% | 40 | $14K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 39 | $13K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -39.3% | 37 | $13K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 36 | $12K |
| Decker Retirement Planning Inc. | 0.01% | New | 36 | $12K |
| Paladin Advisory Group, LLC | 0.01% | No change | 36 | $12K |
| IMA Advisory Services, Inc. | 0.00% | No change | 36 | $12K |
| Networth Advisors, LLC | 0.01% | — | 35 | $12K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 36 | $12K |
| Missouri Trust & Investment Co | 0.00% | No change | 34 | $12K |
| Benson Wealth Management INC | 0.01% | — | 33 | $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 |
| Grand Wealth Management, LLC | 0.00% | Add +16.0% | 29 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | — | 27 | $9K |
| Silicon Valley Capital Partners | 0.00% | No change | 25 | $9K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 22 | $8K |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $8K |
| Peterson Wealth Services | 0.00% | New | 21 | $7K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.6% | 20 | $7K |
| IAG Wealth Partners, LLC | 0.00% | New | 19 | $7K |
| Ankerstar Wealth, LLC | 0.01% | — | 18 | $6K |
| Strategic Wealth Advisors LLC | 0.01% | — | 18 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +33.3% | 16 | $5K |
| Fortitude Family Office, LLC | 0.00% | New | 16 | $5K |
| Delta Asset Management LLC | 0.00% | Reduce -11.1% | 16 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 15 | $5K |
| Graney & King, LLC | 0.00% | New | 15 | $5K |
| MGB Wealth Management, LLC | 0.00% | No change | 15 | $5K |
| Center for Financial Planning, Inc. | 0.00% | New | 15 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 14 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 14 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 11 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 10 | $3K |
| Advocate Investing Services LLC | 0.00% | — | 9 | $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 |
| Wells Financial Advisors INC | 0.01% | Reduce -98.8% | 8 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 8 | $3K |
| Register Financial Advisors LLC | 0.00% | New | 7 | $2K |
| Nvwm, LLC | 0.00% | New | 5 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 5 | $2K |
| Caitlin John, LLC | 0.00% | No change | 4 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 4 | $1K |
| Capital Investment Counsel, Inc | 0.00% | New | 4 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 4 | $1K |
| Chelsea Counsel Co. | 0.00% | No change | 3 | $1K |
| RHL Group, LLC | 0.00% | — | 2 | $686 |
| FAS Wealth Partners, Inc. | 0.00% | New | 1 | $343 |
"% 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.