iShares S&P 100 ETFOEFETF
13F holders, Q1 2026 (March 31)1,005holders −93
63new positions
155sold out
5famous investors
$313.71avg. 13F price*
At the end of Q1 2026, 1,005 institutions reported holding iShares S&P 100 ETF (OEF) in their 13F filings, down 93 from Q4 2025. 63 opened new positions and 155 sold out. The largest holders were Bank of America Corp. ($2.2B), Fifth Third Bancorp ($821.5M) and Jones Financial Companies LLLP ($672.3M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $85.2M |
| Exits | 155 | $299.1M |
All 13F filers, Q4 2025 → Q1 2026: 1,322,167 shares bought and 31,568,597 shares sold, net −30,246,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,005 holders
| Bank of America Corp. | 0.16% | Reduce -0.6% | 6,933,873 | $2.2B |
| Fifth Third Bancorp | 1.50% | Add +1.3% | 2,582,609 | $821.5M |
| Jones Financial Companies LLLP | 0.32% | Reduce -0.4% | 2,174,537 | $672.3M |
| JPMorgan Chase & Co. | 0.03% | Reduce -40.7% | 1,654,511 | $509.9M |
| Morgan Stanley | 0.02% | Reduce -49.8% | 1,282,727 | $408.0M |
| LPL Financial LLC | 0.10% | Reduce -73.2% | 1,213,570 | $386.0M |
| Goldman Sachs Group Inc. | 0.05% | Add +1.6% | 1,128,725 | $359.0M |
| Focus Partners Wealth | 0.37% | Reduce -0.2% | 1,039,893 | $330.8M |
| Wells Fargo & Company | 0.05% | Reduce -6.5% | 853,087 | $271.3M |
| Two Sigma Investments, LP | 0.22% | Add +164.7% | 798,500 | $254.0M |
| Cresset Asset Management, LLC | 1.09% | Reduce -3.8% | 791,923 | $251.9M |
| Ieq Capital, LLC | 1.06% | Add +1.7% | 715,414 | $227.6M |
| UBS Group AG | 0.04% | Reduce -5.0% | 689,493 | $219.3M |
| PNC Financial Services Group, Inc. | 0.08% | Add +1.4% | 441,595 | $140.5M |
| Raymond James Financial Inc. | 0.04% | Reduce -10.5% | 421,339 | $134.0M |
| Evoke Wealth, LLC | 2.38% | Reduce -1.0% | 404,867 | $128.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -38.3% | 366,926 | $122.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -96.7% | 348,748 | $110.9M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -41.0% | 275,763 | $87.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -38.2% | 272,496 | $86.7M |
| CM Wealth Advisors LLC | 16.37% | Reduce -2.3% | 241,705 | $76.9M |
| Royal Bank of Canada | 0.01% | Reduce -23.9% | 226,754 | $72.1M |
| Bluespring Wealth Management, LLC | 6.08% | Add +5.2% | 221,694 | $70.5M |
| Bank of Montreal | 0.02% | Reduce -0.9% | 177,232 | $56.4M |
| AQR Capital Management | 0.02% | Add +1.7% | 171,013 | $54.4M |
| Ensign Peak Advisors, Inc | 0.10% | No change | 170,477 | $54.2M |
| FMR LLC | 0.00% | Add +0.7% | 169,240 | $53.8M |
| Cerity Partners LLC | 0.08% | Reduce -0.2% | 166,480 | $53.0M |
| OneDigital Investment Advisors LLC | 0.51% | Reduce -70.7% | 163,435 | $52.0M |
| Mariner, LLC | 0.06% | Reduce -27.4% | 162,861 | $51.7M |
| Cwm, LLC | 0.13% | Reduce -86.9% | 155,867 | $49.6M |
| Signaturefd, LLC | 0.76% | Reduce -3.8% | 154,985 | $49.3M |
| Sanctuary Advisors, LLC | 0.26% | Reduce -56.5% | 151,708 | $48.3M |
| Quantinno Capital Management LP | 0.07% | Reduce -0.7% | 137,870 | $43.9M |
| Osaic Holdings, Inc. | 0.06% | Reduce -28.7% | 137,304 | $43.7M |
| Agf Management Ltd. | 0.19% | Reduce -3.9% | 135,725 | $43.2M |
| Alps Advisors Inc. | 0.20% | Add +0.9% | 131,442 | $41.8M |
| Dorsey & Whitney Trust CO LLC | 2.18% | Reduce -0.1% | 124,548 | $39.6M |
| Franklin Resources Inc. | 0.01% | Add +7.4% | 124,018 | $39.4M |
| Cetera Investment Advisers | 0.04% | Reduce -85.0% | 120,848 | $38.4M |
| RIA Advisory Group LLC | 8.97% | Add +6.5% | 115,339 | $36.7M |
| Integrated Wealth Concepts LLC | 0.29% | Reduce -7.5% | 114,129 | $36.3M |
| Financial Partners Group, Inc | 4.30% | Reduce -0.4% | 113,101 | $36.0M |
| Oakworth Capital, Inc. | 1.70% | Reduce -2.0% | 100,856 | $32.1M |
| Demars Financial Group, LLC | 10.53% | Reduce -3.3% | 100,515 | $32.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -36.0% | 96,188 | $30.6M |
| Brown Advisory Inc. | 0.05% | Add +52.5% | 94,791 | $30.2M |
| NewEdge Advisors, LLC | 0.11% | Reduce -80.4% | 94,356 | $30.0M |
| IFP Advisors, Inc | 0.62% | Reduce -10.6% | 94,029 | $29.9M |
| Pathstone Holdings, LLC | 0.11% | Reduce -4.2% | 90,586 | $28.8M |
| Financial Enhancement Group LLC | 3.58% | Add +4.6% | 82,383 | $28.8M |
| Ackerman Asset Management, LLC | 19.44% | Reduce -1.3% | 87,574 | $27.9M |
| &partners | 0.14% | Reduce -0.7% | 87,360 | $27.8M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -17.8% | 86,718 | $27.6M |
| Harbour Trust & Investment Management Co | 2.78% | Add +2.4% | 82,359 | $26.2M |
| Captrust Financial Advisors | 0.04% | Reduce -1.0% | 78,387 | $24.9M |
| Empowered Funds, LLC | 0.16% | New | 78,138 | $24.9M |
| Amplius Wealth Advisors, LLC | 2.03% | Add +3.5% | 76,554 | $24.3M |
| Marin Bay Wealth Advisors, LLC | 14.63% | Reduce -2.1% | 76,486 | $24.3M |
| Old National Bancorp | 0.40% | Add +11.1% | 75,050 | $23.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -57.9% | 67,597 | $21.5M |
| Cardinal Strategic Wealth Guidance | 5.64% | Add +3.4% | 67,234 | $21.4M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -16.2% | 64,023 | $20.4M |
| Integrity Alliance, Llc. | 0.77% | Add +12.4% | 63,934 | $20.3M |
| Panoramic Capital Partners, LLC | 12.26% | Add +3.3% | 62,556 | $19.9M |
| Natixis Advisors, LLC | 0.03% | Add +20.1% | 62,144 | $19.8M |
| Patten & Patten Inc. | 1.19% | Reduce -1.2% | 62,121 | $19.8M |
| Avid Wealth Partners LLC | 9.04% | Add +6.3% | 60,105 | $19.1M |
| Wealth Forward, LLC | 10.73% | Add +0.9% | 59,761 | $19.0M |
| Jackson Wealth Management, LLC | 1.92% | Reduce -1.2% | 58,726 | $18.7M |
| Investors Research Corp | 3.56% | Add +0.4% | 58,637 | $18.7M |
| Wealth Group Ltd | 4.11% | Add +6.5% | 56,788 | $18.1M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +18.3% | 56,083 | $17.8M |
| Kestra Private Wealth Services, LLC | 0.22% | Reduce -10.6% | 55,935 | $17.8M |
| Brown Brothers Harriman & Co. | 0.09% | Reduce -5.3% | 54,471 | $17.3M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -19.2% | 54,362 | $17.3M |
| Merit Financial Group, LLC | 0.12% | Reduce -34.1% | 52,578 | $16.7M |
| Jump Financial, LLC | 0.27% | Add +457.5% | 52,258 | $16.6M |
| Truist Financial Corp. | 0.02% | Reduce -69.8% | 51,711 | $16.4M |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 51,121 | $16.3M |
| Creative Planning | 0.01% | Add +7.1% | 49,955 | $15.9M |
| One Wealth Advisors, LLC | 1.94% | Reduce -4.8% | 48,950 | $15.6M |
| Ancora Advisors LLC | 0.33% | Add +5.2% | 48,017 | $15.3M |
| US Bancorp \de | 0.02% | Reduce -68.5% | 47,794 | $15.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -14.2% | 47,712 | $15.2M |
| MML Investors Services, LLC | 0.04% | Reduce -94.8% | 47,137 | $15.0M |
| Quest Investment Management LLC | 1.74% | No change | 46,975 | $14.9M |
| Meridian Wealth Advisors, LLC | 1.96% | Add +0.1% | 46,576 | $14.8M |
| MB Generational Wealth, LLC | 8.07% | Reduce -0.9% | 45,861 | $14.6M |
| Roof Eidam Maycock Peralta, LLC | 3.32% | Reduce -0.3% | 45,490 | $14.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -92.2% | 44,088 | $14.0M |
| Keybank National Association | 0.05% | Reduce -1.9% | 43,908 | $14.0M |
| Waverly Advisors, LLC | 0.10% | Reduce -20.0% | 43,347 | $13.8M |
| M&T Bank Corp | 0.04% | Reduce -14.1% | 43,234 | $13.8M |
| Rothschild Wealth LLC | 1.24% | Add +11.6% | 43,167 | $13.7M |
| GTS Securities LLC | 0.48% | Add +374.8% | 42,751 | $13.6M |
| Detalus Advisors, LLC | 3.10% | Reduce -43.3% | 42,673 | $13.6M |
| Keebeck Wealth Management | 1.52% | Reduce -32.4% | 42,455 | $13.5M |
| Fifth Third Securities, Inc. | 0.87% | Add +10.5% | 42,176 | $13.4M |
| Carnegie Investment Counsel | 0.26% | Add +3.1% | 41,816 | $13.3M |
| TSA Wealth Managment LLC | 4.27% | Reduce -40.1% | 41,578 | $13.2M |
| First National Bank of Omaha | 0.41% | Reduce -2.0% | 42,860 | $13.2M |
| Farther Finance Advisors, LLC | 0.12% | Reduce -48.3% | 40,931 | $13.1M |
| Vicus Capital | 0.94% | Reduce -65.7% | 40,355 | $12.8M |
| Sagespring Wealth Partners, LLC | 0.23% | Reduce -85.6% | 39,426 | $12.5M |
| Corient Private Wealth LP | 0.02% | Reduce -8.4% | 39,570 | $12.3M |
| Affinity Capital Advisors, LLC | 1.72% | Reduce -21.4% | 38,625 | $12.3M |
| Fifth Third Wealth Advisors LLC | 0.41% | Reduce -47.8% | 38,272 | $12.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -93.0% | 38,091 | $12.1M |
| Susquehanna International Group, LLP | 0.02% | Add +2717.5% | 37,698 | $12.0M |
| Continuum Advisory, LLC | 1.15% | Reduce -3.2% | 37,623 | $12.0M |
| Park Avenue Securities LLC | 0.09% | Reduce -96.3% | 37,573 | $12.0M |
| Equitable Holdings, Inc. | 0.07% | Reduce -35.8% | 33,633 | $11.5M |
| XTX Topco Ltd | 0.20% | New | 36,047 | $11.5M |
| Schorn Wealth LLC | 3.36% | Add +4.5% | 34,927 | $11.1M |
| One Capital Management, LLC | 0.30% | Reduce -49.6% | 34,278 | $10.9M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -1.2% | 32,601 | $10.4M |
| Segment Wealth Management, LLC | 0.61% | Reduce -1.1% | 32,500 | $10.3M |
| Prospera Financial Services Inc | 0.16% | Add +9.8% | 32,083 | $10.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -55.6% | 32,058 | $10.2M |
| Wharton Business Group, LLC | 0.38% | Add +1.6% | 31,894 | $10.1M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -21.1% | 31,862 | $10.1M |
| Quantum Financial Advisors, LLC | 1.12% | Add +12.8% | 414,288 | $10.0M |
| Kilter Group LLC | 4.22% | Reduce -15.4% | 30,729 | $9.8M |
| Capital Analysts, LLC | 0.25% | Reduce -72.3% | 30,281 | $9.6M |
| Snowden Capital Advisors LLC | 0.26% | Add +0.7% | 30,266 | $9.6M |
| ES4, LLC | 6.18% | Reduce -6.7% | 30,102 | $9.6M |
| Lockheed Martin Investment Management Co. | 0.35% | No change | 30,000 | $9.5M |
| Roble, Belko & Company, Inc | 1.19% | Reduce -3.0% | 29,461 | $9.4M |
| D.A. Davidson & Co. | 0.06% | Add +10.7% | 29,431 | $9.4M |
| Atticus Wealth Management, LLC | 2.49% | Reduce -1.6% | 28,844 | $9.2M |
| Aft, Forsyth & Sober, LLC | 2.79% | Reduce -2.2% | 28,800 | $9.2M |
| Kickstand Ventures, Llc. | 1.92% | Add +0.7% | 28,624 | $9.1M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -90.3% | 28,615 | $9.1M |
| Stock Yards Bank & Trust Co. | 0.28% | Reduce -5.2% | 28,513 | $9.1M |
| Select Asset Management & Trust | 2.82% | Reduce -0.1% | 28,403 | $9.0M |
| WCG Wealth Advisors LLC | 0.25% | Reduce -0.1% | 28,312 | $9.0M |
| Polianta Ltd | 1.19% | New | 28,300 | $9.0M |
| Legacy Advisors, LLC | 1.03% | No change | 27,418 | $8.7M |
| McKinley Carter Wealth Services, Inc. | 0.50% | Reduce -2.1% | 27,091 | $8.6M |
| PMG Wealth Management, Inc. | 6.12% | Reduce -1.1% | 26,690 | $8.5M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +4.1% | 25,509 | $8.1M |
| Carret Asset Management, LLC | 0.79% | Reduce -0.1% | 25,412 | $8.1M |
| Capital Advisors, Ltd. LLC | 0.91% | Add +0.0% | 25,219 | $8.0M |
| Private Client Services, LLC | 2.38% | Add +0.4% | 25,045 | $8.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.2% | 23,226 | $8.0M |
| Vise Technologies, Inc. | 0.16% | No change | 23,086 | $7.9M |
| Liberty Wealth Management LLC | 0.98% | Reduce -18.2% | 24,656 | $7.8M |
| Stifel Financial Corp. | 0.01% | Reduce -90.0% | 24,459 | $7.8M |
| Onyx Bridge Wealth Group LLC | 0.81% | Reduce -29.0% | 23,824 | $7.6M |
| Van Hulzen Asset Management, LLC | 0.56% | Add +0.3% | 23,704 | $7.5M |
| Yanni & Associates Investment Advisors, LLC | 7.74% | Add +0.3% | 23,460 | $7.5M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Reduce -3.9% | 23,409 | $7.4M |
| Sandbox Financial Partners, LLC | 2.07% | Add +9.6% | 23,122 | $7.4M |
| Financial Life Advisors | 2.29% | Reduce -14.2% | 23,118 | $7.4M |
| HB Wealth Management, LLC | 0.05% | Reduce -0.8% | 22,868 | $7.3M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -2.5% | 22,655 | $7.2M |
| Wealth Alliance, LLC | 0.71% | Reduce -64.6% | 22,533 | $7.2M |
| W Advisors, LLC | 3.65% | Reduce -18.3% | 22,412 | $7.1M |
| Alternative Investment Advisors, LLC. | 3.14% | Reduce -5.7% | 22,247 | $7.1M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -36.2% | 22,156 | $7.0M |
| Fsa Wealth Partners, Inc. | 3.35% | Reduce -22.7% | 22,141 | $7.0M |
| Ascent Group, LLC | 0.24% | Reduce -9.4% | 22,034 | $7.0M |
| Blair William & Co. | 0.02% | Reduce -1.2% | 21,931 | $7.0M |
| Cypress Wealth Services, LLC | 0.97% | Reduce -65.2% | 21,509 | $6.8M |
| SCS Capital Management LLC | 0.07% | Add +1.0% | 21,398 | $6.8M |
| Manchester Capital Management LLC | 0.97% | No change | 21,264 | $6.8M |
| Moneco Advisors, LLC | 0.52% | Reduce -6.5% | 21,085 | $6.7M |
| Savvy Advisors, Inc. | 0.18% | Reduce -59.4% | 21,020 | $6.7M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -2.1% | 20,704 | $6.6M |
| Client First Capital LLC | 2.81% | Add +0.1% | 20,093 | $6.4M |
| Patton Albertson Miller Group, LLC | 0.74% | Add +0.9% | 19,498 | $6.2M |
| Quotient Wealth Partners, LLC | 0.16% | Add +30.6% | 19,456 | $6.2M |
| Security Financial Services, INC. | 0.97% | Add +12.6% | 19,268 | $6.1M |
| HSBC Holdings PLC | 0.00% | Add +24.6% | 19,010 | $6.0M |
| NTV Asset Management LLC | 0.66% | Reduce -8.8% | 18,879 | $6.0M |
| Pinion Investment Advisors, LLC | 1.39% | Add +24.7% | 18,695 | $5.9M |
| Kaydan Wealth Management, Inc. | 1.98% | Add +4.1% | 18,659 | $5.9M |
| Advisory Services Network, LLC | 0.08% | Reduce -39.7% | 18,428 | $5.9M |
| Verus Capital Partners, LLC | 0.40% | Reduce -16.9% | 18,344 | $5.8M |
| CFS Investment Advisory Services, LLC | 0.40% | Reduce -65.0% | 16,628 | $5.8M |
| Veridan Wealth LLC | 2.18% | Add +0.8% | 18,171 | $5.8M |
| Citizens Financial Group Inc. | 0.08% | Reduce -19.1% | 18,122 | $5.8M |
| Fisher Asset Management | 0.00% | Reduce -7.8% | 17,727 | $5.6M |
| Independence Bank of Kentucky | 0.71% | Add +0.0% | 17,699 | $5.6M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -9.7% | 17,674 | $5.6M |
| NewEdge Wealth, LLC | 0.07% | Add +30.1% | 17,596 | $5.6M |
| Culbertson A N & Co. Inc. | 0.72% | Reduce -0.8% | 17,567 | $5.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +0.1% | 17,432 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -35.1% | 17,218 | $5.5M |
| IHT Wealth Management, LLC | 0.13% | Reduce -5.3% | 17,027 | $5.4M |
| Ashton Thomas Securities, LLC | 0.68% | New | 17,015 | $5.4M |
| GenWealth Group, Inc. | 0.92% | Reduce -0.7% | 16,989 | $5.4M |
| Signature Estate & Investment Advisors LLC | 0.11% | Reduce -13.9% | 16,881 | $5.4M |
| BlackRock, Inc. | 0.00% | Reduce -98.7% | 16,827 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -92.0% | 16,371 | $5.2M |
| Spectrum Planning & Advisory Services Inc. | 2.56% | Reduce -3.4% | 16,251 | $5.2M |
| Fulton Breakefield Broenniman LLC | 0.33% | Reduce -3.3% | 15,941 | $5.1M |
| Regions Financial Corp. | 0.03% | Reduce -2.1% | 15,758 | $5.0M |
| Asempa Wealth Advisors | 4.29% | Add +0.6% | 15,380 | $4.9M |
| Mayflower Financial Advisors, LLC | 0.60% | Reduce -2.8% | 15,409 | $4.9M |
| Sovran Advisors, LLC | 0.38% | Reduce -54.6% | 13,676 | $4.9M |
| Dana Investment Advisors, Inc. | 0.14% | Reduce -5.0% | 15,208 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +14.8% | 15,183 | $4.8M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | No change | 14,865 | $4.8M |
| Able Wealth Management LLC | 1.26% | Add +327.5% | 14,860 | $4.7M |
| Kelly Financial Services LLC | 1.13% | Reduce -77.3% | 14,708 | $4.7M |
| HRT Financial LP | 0.01% | Add +144.0% | 14,440 | $4.6M |
| McAdam, LLC | 0.20% | Reduce -3.1% | 14,239 | $4.5M |
| ONE Advisory Partners, LLC | 1.39% | Reduce -74.9% | 14,142 | $4.5M |
| Ridgeline Wealth, LLC | 3.22% | No change | 14,137 | $4.5M |
| Horst & Graben Wealth Management LLC | 0.61% | Reduce -49.5% | 12,518 | $4.4M |
| Quadrant Private Wealth Management, LLC | 0.68% | Reduce -56.8% | 13,797 | $4.4M |
| Strategic Blueprint, LLC | 0.25% | Reduce -72.6% | 13,622 | $4.3M |
| BBR Partners, LLC | 0.24% | No change | 13,441 | $4.3M |
| Sheets Smith Wealth Management | 0.48% | Add +30.7% | 13,403 | $4.3M |
| Claro Advisors Inc. | 0.51% | Add +32.2% | 13,391 | $4.3M |
| Polaris Investment Advisors, LLC | 3.09% | Reduce -34.1% | 13,344 | $4.2M |
| Welch & Forbes LLC | 0.05% | Reduce -7.2% | 13,187 | $4.2M |
| Meridian Wealth Management, LLC | 0.15% | Add +8.0% | 13,024 | $4.1M |
| Wedbush Securities Inc. | 0.12% | Reduce -11.5% | 12,992 | $4.1M |
| Csenge Advisory Group | 0.19% | Reduce -50.3% | 12,983 | $4.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.48% | Reduce -79.7% | 12,960 | $4.1M |
| Accredited Investors Inc. | 0.22% | Add +1371.9% | 12,953 | $4.1M |
| Centurion Wealth Management LLC | 0.93% | Reduce -27.0% | 12,893 | $4.1M |
| Canal Capital Management, LLC | 0.55% | Reduce -68.1% | 12,864 | $4.1M |
| Family Manage LLC | 0.49% | Reduce -12.7% | 12,791 | $4.1M |
| JPL Wealth Management, LLC | 0.91% | Reduce -3.0% | 12,405 | $3.9M |
| Peloton Wealth Strategists | 1.64% | Reduce -3.3% | 12,376 | $3.9M |
| HM Payson & Co. | 0.06% | No change | 12,324 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.14% | Reduce -3.2% | 12,304 | $3.9M |
| Dakota Wealth Management | 0.08% | Reduce -2.1% | 12,148 | $3.9M |
| Argent Trust Co | 0.13% | Reduce -16.2% | 11,915 | $3.8M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -89.7% | 11,912 | $3.8M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -85.3% | 11,846 | $3.8M |
| Titleist Asset Management, LLC | 0.28% | New | 11,822 | $3.8M |
| GTS Financial, LLC | 2.91% | — | 13,588 | $3.7M |
| Regal Investment Advisors LLC | 0.21% | Reduce -77.1% | 11,540 | $3.7M |
| Heritage Wealth Advisors | 0.14% | No change | 11,502 | $3.7M |
| Squarepoint Ops LLC | 0.01% | Add +160.1% | 11,461 | $3.6M |
| Runnymede Capital Advisors, Inc. | 3.11% | New | 11,388 | $3.6M |
| AMG National Trust Bank | 0.08% | Add +48.1% | 11,321 | $3.6M |
| Capital Investment Counsel, LLC | 0.49% | Add +1.9% | 11,302 | $3.6M |
| ShoreHaven Wealth Partners, LLC | 1.28% | Add +35.8% | 11,213 | $3.6M |
| Arkadios Wealth Advisors | 0.06% | Add +57.8% | 11,108 | $3.5M |
| Summit Financial, LLC | 0.04% | Add +14.2% | 11,098 | $3.5M |
| McMorgan & Co. LLC | 0.56% | Reduce -67.3% | 10,882 | $3.5M |
| Renaissance Technologies | 0.01% | Reduce -2.1% | 10,851 | $3.5M |
| Forthright Family Wealth Advisory LLC | 2.31% | Reduce -23.1% | 13,902 | $3.4M |
| Advus Financial Partners, LLC | 0.86% | Add +23.6% | 10,756 | $3.4M |
| Parallel Advisors, LLC | 0.06% | Add +0.4% | 10,746 | $3.4M |
| Black Swift Group, LLC | 0.59% | Reduce -3.5% | 10,615 | $3.4M |
| Mutual Advisors, LLC | 0.07% | Reduce -52.5% | 10,614 | $3.4M |
| Aviance Capital Partners, LLC | 0.39% | No change | 10,574 | $3.4M |
| Sharkey, Howes & Javer | 0.45% | Reduce -88.9% | 10,537 | $3.4M |
| Perryman Financial Advisory Inc. | 0.49% | Add +3.4% | 10,277 | $3.3M |
| Montag A & Associates Inc. | 0.15% | No change | 10,208 | $3.2M |
| Mezzasalma Advisors, LLC | 0.82% | Add +7.6% | 20,885 | $3.2M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -97.3% | 10,038 | $3.2M |
| MAI Capital Management | 0.02% | Reduce -2.9% | 9,925 | $3.2M |
| Xcelsior Advisor Partners LLC | 1.21% | Reduce -9.6% | 9,920 | $3.2M |
| St. Clair Advisors, LLC | 0.82% | Reduce -15.6% | 9,740 | $3.1M |
| JFS Wealth Advisors, LLC | 0.17% | Reduce -0.2% | 9,457 | $3.0M |
| St. Louis Trust Co | 0.35% | No change | 9,380 | $3.0M |
| Sigma Planning Corp | 0.08% | Reduce -12.0% | 9,264 | $2.9M |
| RMR Wealth Builders | 0.23% | Add +0.3% | 9,176 | $2.9M |
| Stokes Family Office, LLC | 0.30% | Reduce -83.3% | 9,164 | $2.9M |
| Commerce Bank | 0.01% | Add +0.5% | 9,007 | $2.9M |
| Adirondack Capital Advisors, LLC | 1.83% | No change | 8,967 | $2.9M |
| KCM Investment Advisors LLC | 0.09% | Reduce -1.5% | 8,935 | $2.8M |
| Firethorn Wealth Partners, LLC | 1.04% | Reduce -18.3% | 8,929 | $2.8M |
| Nova Wealth Management, Inc. | 1.85% | Reduce -4.5% | 8,912 | $2.8M |
| Parsons Capital Management Inc. | 0.12% | Reduce -1.6% | 8,586 | $2.7M |
| Optivise Advisory Services LLC | 1.65% | Add +4.0% | 8,572 | $2.7M |
| Means Investment Co., Inc. | 0.23% | Reduce -0.5% | 8,447 | $2.7M |
| Ehrlich Financial Group | 1.54% | Reduce -62.6% | 8,442 | $2.7M |
| Howe & Rusling Inc. | 0.17% | Reduce -0.1% | 8,355 | $2.7M |
| Venturi Wealth Management, LLC | 0.12% | Add +161.9% | 8,137 | $2.6M |
| NWF Advisory Services Inc. | 0.29% | Add +2.4% | 8,104 | $2.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -2.1% | 8,103 | $2.6M |
| Trek Financial, LLC | 0.14% | Reduce -84.5% | 8,095 | $2.6M |
| Global Wealth Strategies & Associates | 0.63% | Reduce -1.6% | 8,049 | $2.6M |
| BridgePort Financial Solutions, LLC | 0.72% | Reduce -61.1% | 7,970 | $2.5M |
| CMH Wealth Management LLC | 0.43% | New | 7,960 | $2.5M |
| University of Texas/Texas Am Investment Management Co. | 0.37% | No change | 7,903 | $2.5M |
| Summit Wealth Partners, LLC | 0.40% | Add +57.9% | 7,864 | $2.5M |
| Lynch Investment Planning, LLC | 2.19% | Reduce -44.4% | 7,665 | $2.4M |
| Bessemer Group Inc. | 0.00% | No change | 7,650 | $2.4M |
| 5T Wealth, LLC | 0.96% | Reduce -53.2% | 7,639 | $2.4M |
| Sax Wealth Advisors, LLC | 0.12% | No change | 7,083 | $2.4M |
| Scotia Capital Inc. | 0.01% | Reduce -14.2% | 7,632 | $2.4M |
| Diversify Wealth Management, LLC | 0.04% | Reduce -75.0% | 6,847 | $2.4M |
| Access Financial Services, Inc. | 0.85% | No change | 7,555 | $2.4M |
| Trail Ridge Investment Advisors, LLC | 1.04% | Reduce -0.1% | 7,508 | $2.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +69.4% | 7,504 | $2.4M |
| Uptick Partners, LLC | 0.48% | Add +3.0% | 7,498 | $2.4M |
| Shared Vision Wealth Group LLC | 0.97% | Reduce -61.7% | 7,470 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +37.6% | 7,386 | $2.3M |
| JT Stratford LLC | 0.30% | Reduce -26.8% | 7,365 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -45.6% | 7,335 | $2.3M |
| Opus Capital Group, LLC | 0.25% | No change | 7,307 | $2.3M |
| Wealthedge Investment Advisors, LLC | 0.84% | Reduce -0.5% | 7,216 | $2.3M |
| Eq LLC | 0.65% | Add +3.9% | 7,199 | $2.3M |
| Klingman & Associates, LLC | 0.11% | Add +4.1% | 7,144 | $2.3M |
| Beaumont Asset Management, L.L.C. | 1.01% | No change | 7,084 | $2.3M |
| Choreo, LLC | 0.03% | Reduce -18.2% | 7,018 | $2.2M |
| 71 West Capital Partners | 0.10% | Add +1.0% | 6,998 | $2.2M |
| AE Wealth Management LLC | 0.01% | Reduce -95.0% | 6,974 | $2.2M |
| Independent Advisor Alliance | 0.02% | Add +908.5% | 6,959 | $2.2M |
| Tortoise Investment Management, LLC | 0.18% | Reduce -0.4% | 6,917 | $2.2M |
| Watershed Private Wealth LLC | 0.67% | Reduce -80.4% | 6,791 | $2.2M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 6,774 | $2.2M |
| Walled Lake Planning & Wealth Management, LLC | 0.63% | Reduce -3.4% | 6,740 | $2.1M |
| Shepherd Financial Partners LLC | 0.20% | Reduce -92.7% | 6,730 | $2.1M |
| Park Edge Advisors, LLC | 0.49% | New | 6,658 | $2.1M |
| Integrity Advisory Solutions, LLC | 0.28% | Add +23.1% | 6,644 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -66.8% | 6,618 | $2.1M |
| Finley Financial, LLC | 0.98% | Reduce -0.5% | 6,560 | $2.1M |
| Beacon Financial Group | 0.21% | Reduce -0.3% | 6,506 | $2.1M |
| Robinson Smith Wealth Advisors LLC | 1.39% | No change | 6,479 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +4.3% | 6,469 | $2.1M |
| Bailard, Inc. | 0.05% | No change | 6,453 | $2.1M |
| Lido Advisors, LLC | 0.01% | Reduce -1.5% | 6,419 | $2.0M |
| Palumbo Wealth Management LLC | 0.50% | Reduce -1.5% | 6,412 | $2.0M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -43.1% | 6,337 | $2.0M |
| Contango Wealth Management LLC | 2.34% | New | 6,303 | $2.0M |
| Gilliland Jeter Wealth Management LLC | 0.59% | New | 6,271 | $2.0M |
| Diversified Trust Co. | 0.04% | Reduce -6.4% | 6,267 | $2.0M |
| Financial Concepts Unlimited, Inc. | 1.75% | — | 6,157 | $2.0M |
| Rahlfs Capital, LLC | 1.43% | No change | 6,100 | $1.9M |
| Apella Capital, LLC | 0.03% | Add +139.0% | 5,500 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Add +47.7% | 6,014 | $1.9M |
| Spire Wealth Management | 0.06% | Reduce -13.1% | 5,900 | $1.9M |
| Alterna Wealth Management, Inc. | 1.40% | Reduce -6.1% | 5,818 | $1.9M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -1.1% | 5,805 | $1.8M |
| 1834 Investment Advisors Co. | 0.23% | Add +40.6% | 5,801 | $1.8M |
| Independent Financial Group, LLC | 0.04% | Reduce -80.3% | 5,785 | $1.8M |
| Measured Wealth Private Client Group, LLC | 0.49% | Reduce -13.3% | 5,698 | $1.8M |
| HighPoint Advisor Group LLC | 0.08% | Reduce -83.9% | 5,694 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.4% | 5,658 | $1.8M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -9.0% | 5,636 | $1.8M |
| WT Wealth Management | 0.53% | Add +15.4% | 5,621 | $1.8M |
| Brookwood Investment Group LLC | 0.23% | Add +5.8% | 5,605 | $1.8M |
| Icon Wealth Advisors, LLC | 0.12% | Reduce -95.7% | 5,061 | $1.8M |
| Assetmark, Inc. | 0.00% | Reduce -85.2% | 5,586 | $1.8M |
| NorthRock Partners, LLC | 0.03% | Reduce -92.1% | 5,554 | $1.8M |
| Adirondack Trust Co. | 0.59% | No change | 5,545 | $1.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 5,496 | $1.7M |
| Mgo One Seven LLC | 0.04% | Reduce -67.8% | 5,473 | $1.7M |
| Webster Bank, N. A. | 0.16% | Reduce -1.4% | 5,449 | $1.7M |
| Ibex Wealth Advisors | 0.16% | Reduce -9.1% | 5,427 | $1.7M |
| Monograph Wealth Advisors, LLC | 0.16% | Reduce -22.3% | 5,373 | $1.7M |
| RiverFront Investment Group, LLC | 0.03% | Add +6.1% | 5,346 | $1.7M |
| Triad Wealth Partners, LLC | 0.13% | Add +78.0% | 5,345 | $1.7M |
| Regimen Wealth, LLC | 0.49% | Add +34.4% | 5,320 | $1.7M |
| Mather Group, Llc. | 0.02% | Reduce -55.2% | 5,267 | $1.7M |
| Strait & Sound Wealth Management LLC | 0.64% | Add +2.5% | 5,263 | $1.7M |
| Optiver Holding B.V. | 0.06% | New | 5,258 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.33% | Reduce -0.8% | 5,227 | $1.7M |
| National Bank of Canada | 0.00% | Reduce -41.7% | 5,227 | $1.7M |
| OpenArc Corporate Advisory, LLC | 0.02% | New | 5,225 | $1.7M |
| Principal Securities, Inc. | 0.02% | Reduce -88.3% | 5,191 | $1.7M |
| Legacies Wealth LLC | 1.05% | Reduce -25.0% | 5,180 | $1.6M |
| Founders Financial Securities LLC | 0.09% | Reduce -20.7% | 4,950 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -93.7% | 5,178 | $1.6M |
| Mosley Wealth Management | 0.75% | Add +1.4% | 4,946 | $1.6M |
| Avantra Family Wealth, Inc. | 1.22% | Reduce -1.7% | 5,169 | $1.6M |
| Nwam LLC | 0.09% | Reduce -4.4% | 5,139 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.5% | 5,127 | $1.6M |
| Golden State Wealth Management, LLC | 0.18% | Add +54.0% | 5,064 | $1.6M |
| Curtis Wealth Management LLC | 1.48% | Reduce -70.4% | 4,971 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +16.6% | 4,958 | $1.6M |
| VestGen Advisors, LLC | 0.04% | Reduce -81.9% | 4,282 | $1.6M |
| Clearstead Advisors, LLC | 0.01% | Add +0.6% | 4,878 | $1.6M |
| Hoxton Planning & Management, LLC | 0.47% | Reduce -67.5% | 4,878 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +4.1% | 4,850 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -14.0% | 4,841 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -3.9% | 4,839 | $1.5M |
| Certified Advisory Corp | 0.14% | Reduce -4.5% | 4,819 | $1.5M |
| Cedar Wealth Management, LLC | 0.44% | No change | 4,784 | $1.5M |
| Beacon Financial Advisory LLC | 0.34% | Add +15.7% | 4,765 | $1.5M |
| Stonebrook Private Inc. | 0.32% | Reduce -5.0% | 4,744 | $1.5M |
| Allen Investment Management, LLC | 0.02% | No change | 4,689 | $1.5M |
| Tidemark, LLC | 0.37% | Reduce -82.5% | 4,625 | $1.5M |
| Western Wealth Management, LLC | 0.06% | Reduce -0.8% | 4,605 | $1.5M |
| WealthShield Partners, LLC | 0.16% | Reduce -86.2% | 4,570 | $1.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +0.8% | 4,540 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +11.1% | 4,519 | $1.4M |
| Councilmark Asset Management, LLC | 0.82% | No change | 4,475 | $1.4M |
| Rik Saylor Financial, Inc. | 1.07% | Reduce -1.6% | 4,426 | $1.4M |
| Curbstone Financial Management Corp | 0.27% | No change | 4,410 | $1.4M |
| Darwin Wealth Management, LLC | 0.44% | Add +0.1% | 4,409 | $1.4M |
| Sound Income Strategies, LLC | 0.07% | Reduce -14.6% | 4,361 | $1.4M |
| Madison Wealth Partners, Inc | 0.22% | Add +5.3% | 4,328 | $1.4M |
| WJ Wealth Management, LLC | 0.64% | No change | 4,321 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Add +35.2% | 4,265 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +15.8% | 4,180 | $1.3M |
| Callan Family Office, LLC | 0.03% | No change | 4,156 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | Reduce -12.7% | 4,123 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -70.7% | 4,255 | $1.3M |
| Quadrant Capital Group LLC | 0.04% | No change | 4,076 | $1.3M |
| Northside Capital Management, LLC | 0.11% | No change | 4,061 | $1.3M |
| XML Financial, LLC | 0.10% | Add +20.4% | 4,049 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -10.7% | 3,999 | $1.3M |
| Wealthgarden F.S. LLC | 0.86% | Reduce -62.8% | 3,981 | $1.3M |
| CPA Asset Management Group, LLC | 0.42% | No change | 3,901 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.08% | No change | 3,889 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.4% | 3,889 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -2.8% | 3,491 | $1.2M |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -4.5% | 3,825 | $1.2M |
| Trust Point Inc. | 0.11% | No change | 3,810 | $1.2M |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 3,761 | $1.2M |
| Henson-Edgewater Management, LLC | 0.76% | Add +1.9% | 3,756 | $1.2M |
| Purpose Unlimited Inc. | 0.05% | New | 3,745 | $1.2M |
| Brighton Jones LLC | 0.03% | New | 3,730 | $1.2M |
| Columbus Macro, LLC | 0.13% | Add +0.3% | 3,708 | $1.2M |
| Horizon Wealth Management, LLC | 0.17% | New | 3,697 | $1.2M |
| Plancorp, LLC | 0.03% | No change | 3,505 | $1.2M |
| GC Wealth Management RIA, LLC | 0.05% | Add +0.1% | 3,668 | $1.2M |
| Inspire Advisors, LLC | 0.10% | Add +258.8% | 3,667 | $1.2M |
| Smith, Moore & Co. | 0.08% | Reduce -8.2% | 3,636 | $1.2M |
| Elevation Capital Advisory, LLC | 0.49% | Add +66.3% | 3,595 | $1.1M |
| Wrapmanager Inc. | 0.39% | New | 3,563 | $1.1M |
| Brooklyn Investment Group | 0.04% | New | 3,537 | $1.1M |
| Town Capital LLC | 0.91% | Reduce -79.7% | 3,528 | $1.1M |
| Sand Hill Global Advisors, LLC | 0.04% | No change | 3,494 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -2.8% | 3,460 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Reduce -34.4% | 3,437 | $1.1M |
| Checchi Capital Advisers, LLC | 0.07% | No change | 3,436 | $1.1M |
| Arax Advisory Partners | 0.03% | Add +42.0% | 3,431 | $1.1M |
| Blue Trust, Inc. | 0.01% | Reduce -91.4% | 3,417 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -49.6% | 3,386 | $1.1M |
| Verum Partners LLC | 0.20% | Add +0.2% | 3,383 | $1.1M |
| Naples Global Advisors, LLC | 0.08% | Add +18.7% | 3,270 | $1.0M |
| Tudor Investment Corporation | 0.01% | Reduce -60.3% | 3,266 | $1.0M |
| Ewa, LLC | 0.24% | Reduce -70.4% | 3,260 | $1.0M |
| Davis Wealth Advisors, LLC | 0.86% | Reduce -75.0% | 3,252 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +115.4% | 3,244 | $1.0M |
| Sequent Asset Management, LLC | 0.49% | Reduce -0.6% | 3,227 | $1.0M |
| Fiduciary Group, LLC | 0.09% | Reduce -2.0% | 3,216 | $1.0M |
| Composition Wealth, LLC | 0.01% | Reduce -10.3% | 3,215 | $1.0M |
| Sutton Place Investors LLC | 0.56% | No change | 3,204 | $1.0M |
| Lansing Street Advisors | 0.26% | Add +45.8% | 3,184 | $1.0M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 3,171 | $1.0M |
| OneAscent Financial Services LLC | 0.05% | Add +212.9% | 27,451 | $1.0M |
| Arcadia Investment Advisors LLC | 0.47% | Reduce -3.1% | 3,122 | $993K |
| Lifetime Wealth Management P.C. | 0.58% | No change | 3,112 | $990K |
| Advyzon Investment Management, LLC | 0.09% | Reduce -84.3% | 3,013 | $958K |
| DAVENPORT & Co LLC | 0.01% | Reduce -47.1% | 3,002 | $955K |
| DT Investment Partners, LLC | 0.08% | No change | 3,000 | $954K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,998 | $954K |
| Linscomb Wealth, Inc. | 0.04% | No change | 2,953 | $939K |
| Sovereign Financial Group, Inc. | 0.16% | Reduce -65.4% | 2,926 | $931K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -18.7% | 2,993 | $923K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +9.6% | 2,867 | $912K |
| Provident Wealth Management, LLC | 0.27% | No change | 2,817 | $896K |
| Lantz Financial LLC | 0.18% | Reduce -82.8% | 2,811 | $894K |
| Abner Herrman & Brock LLC | 0.10% | Reduce -8.2% | 2,803 | $892K |
| East Coast Asset Management, LLC. | 0.29% | No change | 2,746 | $873K |
| Atria Investments, Inc | 0.01% | Reduce -98.2% | 2,714 | $863K |
| Signet Financial Management, LLC | 0.10% | Reduce -84.5% | 2,700 | $859K |
| Mission Wealth Management, LP | 0.02% | Add +4.8% | 2,687 | $855K |
| Vision Retirement, LLC | 0.24% | Reduce -6.2% | 2,677 | $852K |
| American Trust | 0.07% | Reduce -0.6% | 2,670 | $849K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -38.9% | 2,667 | $848K |
| Theory Financial LLC | 0.30% | Reduce -19.2% | 2,662 | $847K |
| Apex Wealth Management, LLC | 0.58% | Reduce -1.5% | 2,651 | $843K |
| Accelerate Investment Advisors LLC | 0.56% | Reduce -54.7% | 2,620 | $833K |
| Palisade Asset Management, LLC | 0.08% | Reduce -3.6% | 2,607 | $829K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -63.9% | 2,595 | $825K |
| LiftPoint Family Wealth Advisors LLC | 0.68% | Reduce -86.5% | 2,594 | $825K |
| Debussy Capital Management LP | 0.11% | No change | 2,586 | $823K |
| Schnieders Capital Management, Llc. | 0.13% | Reduce -0.1% | 2,584 | $822K |
| Indiana Trust & Investment Management Co | 0.25% | No change | 2,569 | $817K |
| Glenview Trust Co | 0.01% | Add +40.3% | 2,569 | $817K |
| Soundwatch Capital LLC | 0.10% | No change | 2,560 | $814K |
| PFG Advisors | 0.04% | Add +36.9% | 2,558 | $814K |
| Blalock Williams, LLC | 0.63% | Reduce -74.0% | 2,543 | $809K |
| Stone Wealth Partners | 0.72% | Add +37.6% | 2,534 | $806K |
| First Pacific Financial | 0.10% | Reduce -92.9% | 2,522 | $802K |
| RVW Wealth, LLC | 0.06% | Add +4.3% | 2,505 | $797K |
| Altus Wealth Management, LLC | 0.35% | Add +2.6% | 2,504 | $797K |
| Trademark Financial Management, LLC | 0.39% | Add +291.4% | 2,493 | $793K |
| Savant Capital, LLC | 0.00% | Add +30.1% | 2,481 | $789K |
| First Trust Advisors LP | 0.00% | Reduce -21.9% | 2,454 | $781K |
| First Citizens Financial Corp | 0.36% | Reduce -12.7% | 2,421 | $770K |
| Smith Shellnut Wilson LLC | 0.33% | Reduce -25.1% | 2,384 | $758K |
| Howard Capital Management Group, LLC | 0.05% | No change | 2,370 | $754K |
| Matthew Goff Investment Advisor, LLC | 0.13% | New | 2,369 | $754K |
| Lanark Financial, Inc. | 0.06% | Add +2.4% | 2,346 | $746K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 2,343 | $745K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -4.1% | 2,342 | $745K |
| Kovack Advisors, Inc. | 0.04% | Add +9.5% | 2,303 | $736K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -12.8% | 2,308 | $734K |
| Asset Management Group, Inc. | 0.12% | Reduce -3.1% | 2,299 | $731K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 2,297 | $730K |
| Endeavor Private Wealth, Inc. | 0.21% | Reduce -88.3% | 2,291 | $729K |
| Salomon & Ludwin, LLC | 0.06% | No change | 2,258 | $723K |
| Blue Capital, Inc. | 0.47% | Add +5.8% | 2,249 | $715K |
| PKS Advisory Services, LLC | 0.17% | Reduce -1.9% | 2,247 | $715K |
| Trifecta Capital Advisors, LLC | 0.11% | No change | 2,230 | $709K |
| Flagship Private Wealth, LLC | 0.28% | Add +0.3% | 2,207 | $702K |
| Chemistry Wealth Management LLC | 0.12% | Reduce -2.6% | 2,205 | $701K |
| Calton & Associates, Inc. | 0.10% | Reduce -18.9% | 2,200 | $700K |
| Lavelle Capital LP | 0.43% | Add +0.1% | 2,193 | $698K |
| Golden Road Advisors LLC | 0.40% | Reduce -4.5% | 2,180 | $693K |
| Tudor Financial Inc. | 0.35% | No change | 2,175 | $692K |
| Retirement Wealth Solutions LLC | 0.43% | Reduce -80.7% | 2,164 | $688K |
| Shrier Wealth Management, LLC | 0.25% | Add +0.1% | 2,159 | $687K |
| Legacy Wealth Management, LLC / MS | 0.20% | Add +0.1% | 2,156 | $686K |
| Portland Global Advisors LLC | 0.07% | No change | 2,147 | $683K |
| Interchange Capital Partners, LLC | 0.21% | Reduce -60.1% | 2,500 | $677K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | Reduce -14.7% | 2,125 | $676K |
| LaSalle St. Investment Advisors, LLC | 0.10% | New | 2,121 | $675K |
| Bawa N Mallick Trust | 0.27% | No change | 2,099 | $668K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -74.3% | 2,095 | $666K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -5.8% | 2,093 | $666K |
| Capital Square, LLC | 0.31% | Reduce -33.3% | 1,882 | $663K |
| Two Sigma Securities, LLC | 0.08% | New | 2,079 | $661K |
| Hengehold Capital Management LLC | 0.06% | New | 2,075 | $660K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | Reduce -67.2% | 2,065 | $657K |
| Madson Wealth Advisors Inc | 0.54% | — | 2,040 | $649K |
| PFG Investments, LLC | 0.03% | Reduce -3.9% | 2,034 | $647K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -81.3% | 2,019 | $642K |
| Elm Partners Management LLC | 0.03% | Add +4.7% | 2,083 | $642K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -14.6% | 2,008 | $639K |
| Paulson Wealth Management Inc. | 0.15% | No change | 2,000 | $636K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +526.5% | 1,986 | $632K |
| Aprio Wealth Management, LLC | 0.03% | Add +2.0% | 1,982 | $630K |
| CX Institutional | 0.02% | Reduce -1.4% | 1,966 | $625K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.1% | 1,963 | $624K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -5.7% | 1,924 | $612K |
| Baron Wealth Management LLC | 0.18% | Reduce -14.1% | 1,920 | $611K |
| Portland Financial Advisors Inc | 1.27% | No change | 1,916 | $609K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 1,909 | $607K |
| Ethos Financial Group, LLC | 0.04% | Reduce -92.7% | 1,835 | $607K |
| USA Financial Formulas | 0.11% | Reduce -5.0% | 1,906 | $606K |
| ICONIQ Capital, LLC | 0.01% | Add +0.1% | 1,897 | $603K |
| RFG Advisory, LLC | 0.01% | Reduce -85.0% | 1,896 | $603K |
| Ballast Rock Private Wealth LLC | 0.33% | Add +71.7% | 1,892 | $602K |
| Caliber Wealth Management, LLC / KS | 0.07% | Reduce -0.6% | 1,891 | $601K |
| Innovative Asset Advisors Group, LLC | 0.35% | — | 1,880 | $598K |
| TD Asset Management Inc | 0.00% | Add +7.7% | 1,878 | $597K |
| Modera Wealth Management, LLC | 0.01% | Add +8.3% | 1,870 | $595K |
| RCS Financial Planning, LLC | 0.31% | Reduce -85.2% | 1,858 | $591K |
| Curi Capital, LLC | 0.01% | Reduce -3.7% | 1,856 | $590K |
| BLB&B Advisors, LLC | 0.02% | No change | 1,852 | $589K |
| Compound Planning, Inc. | 0.02% | Add +3.4% | 1,848 | $588K |
| BCGM Wealth Management, LLC | 0.15% | Add +15.5% | 1,842 | $586K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -83.5% | 1,842 | $586K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -14.2% | 1,840 | $585K |
| Northland Securities, Inc. | 0.56% | Add +18.4% | 1,833 | $583K |
| SmartHarvest Portfolios, LLC | 0.24% | Add +22.9% | 1,833 | $583K |
| DKM Wealth Management, Inc. | 0.42% | Reduce -6.2% | 1,827 | $581K |
| Talisman Wealth Advisors LLC | 0.47% | Add +19.4% | 1,827 | $581K |
| Burke & Herbert Bank & Trust Co. | 0.16% | No change | 1,825 | $580K |
| Evolution Wealth Advisors, LLC | 0.06% | No change | 1,824 | $580K |
| Skyline Advisors, Inc. | 0.20% | Reduce -10.2% | 1,786 | $568K |
| Stillwater Wealth Management Group | 0.35% | Reduce -13.5% | 1,783 | $567K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +2.0% | 1,774 | $564K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 1,767 | $562K |
| Becker Capital Management Inc. | 0.02% | No change | 1,765 | $561K |
| Weaver Consulting Group | 0.13% | Reduce -1.4% | 1,764 | $561K |
| Sageworth Trust Co | 0.02% | No change | 1,748 | $556K |
| Twin Peaks Wealth Advisors, LLC | 0.14% | Reduce -92.3% | 1,740 | $553K |
| SkyOak Wealth, LLC | 0.10% | Reduce -0.7% | 1,733 | $551K |
| Aspen Investment Management Inc | 0.17% | Add +0.7% | 1,712 | $545K |
| Venture Visionary Partners LLC | 0.02% | Add +0.1% | 1,705 | $542K |
| Abacus Wealth Partners, LLC | 0.05% | Add +6.2% | 1,703 | $542K |
| Waterway Wealth Management, LLC | 0.12% | New | 1,700 | $541K |
| Beacon Bridge Wealth Partners, LLC | 0.18% | Reduce -5.2% | 1,699 | $540K |
| Mitchell Sinkler & Starr | 0.25% | Reduce -19.1% | 1,698 | $540K |
| Concorde Asset Management, LLC | 0.26% | Reduce -20.6% | 1,685 | $536K |
| Quantify Chaos Advisors, LLC | 1.65% | New | 1,668 | $531K |
| Willis Investment Counsel | 0.03% | No change | 1,654 | $526K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 1,645 | $523K |
| United Asset Strategies, Inc. | 0.04% | No change | 1,643 | $523K |
| HUB Investment Partners, LLC | 0.01% | Add +135.7% | 1,636 | $520K |
| Stone House Investment Management, LLC | 0.09% | Reduce -98.0% | 1,629 | $518K |
| Americana Partners, LLC | 0.01% | Add +74.1% | 1,621 | $516K |
| Vident Advisory, LLC | 0.00% | No change | 1,620 | $515K |
| OFS Enterprise LLC | 0.15% | — | 1,611 | $512K |
| High Probability Advisors, LLC | 0.07% | No change | 1,610 | $512K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -13.6% | 1,610 | $512K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -1.7% | 1,607 | $511K |
| Brookstone Capital Management | 0.01% | Reduce -96.0% | 1,605 | $511K |
| BDFS Capital LLC | 0.25% | Reduce -11.0% | 1,603 | $510K |
| Advisors Preferred, LLC | 0.07% | New | 1,600 | $509K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -99.8% | 1,575 | $501K |
| King Wealth Management Group | 0.06% | Reduce -1.6% | 1,570 | $499K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +12.4% | 1,556 | $495K |
| Resolute Wealth Advisor, Inc. | 0.28% | — | 1,542 | $490K |
| Old Port Advisors | 0.11% | Add +13.1% | 1,530 | $487K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -98.2% | 1,510 | $480K |
| HighMark Wealth Management LLC | 0.19% | Reduce -4.8% | 1,465 | $466K |
| LongView Wealth Management | 0.12% | Reduce -40.6% | 1,356 | $463K |
| Maia Wealth LLC | 0.08% | Reduce -18.1% | 1,453 | $462K |
| MA Private Wealth | 0.08% | No change | 1,450 | $461K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | Add +0.4% | 1,449 | $461K |
| Gould Asset Management LLC | 0.08% | No change | 1,440 | $458K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 1,438 | $457K |
| Citigroup Inc. | 0.00% | Add +281.2% | 1,437 | $457K |
| Flputnam Investment Management Co. | 0.01% | Add +10.4% | 1,420 | $452K |
| ASL Financial, LLC | 0.36% | Add +42.0% | 1,419 | $451K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.4% | 1,412 | $449K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,394 | $443K |
| Sonoma Allocations LLC | 0.15% | Reduce -9.1% | 1,376 | $442K |
| Natural Investments, LLC | 0.11% | No change | 1,381 | $439K |
| BostonPremier Wealth LLC | 0.23% | Add +0.2% | 1,376 | $438K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -98.3% | 1,374 | $437K |
| PAX Financial Group, LLC | 0.07% | Reduce -97.7% | 1,372 | $436K |
| Hilltop Wealth Advisors, LLC | 0.26% | No change | 1,362 | $433K |
| Yukon Wealth Management, Inc. | 0.26% | Add +22.4% | 1,362 | $433K |
| Balance Wealth Partners LLC | 0.13% | Reduce -1.0% | 1,356 | $432K |
| Alta Wealth Advisors LLC | 0.14% | Reduce -41.0% | 1,350 | $429K |
| Pettinga Financial Advisors LLC | 0.08% | Reduce -97.9% | 1,347 | $428K |
| Providence First Trust Co | 0.15% | Reduce -77.4% | 1,337 | $425K |
| Focused Wealth Management, Inc | 0.04% | No change | 1,334 | $424K |
| World Investment Advisors | 0.01% | Reduce -95.7% | 1,331 | $423K |
| Gilbert Capital Group, Inc. | 0.33% | Add +3.7% | 1,329 | $423K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -95.5% | 1,329 | $423K |
| Spinnaker Trust | 0.02% | No change | 1,324 | $421K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -78.8% | 1,321 | $420K |
| Strategy Asset Managers LLC | 0.07% | Reduce -2.9% | 1,320 | $420K |
| Ade, LLC | 0.20% | Add +0.1% | 1,320 | $420K |
| Sound Portfolio Advisors, LLC | 0.34% | No change | 1,308 | $416K |
| Keystone Financial Services | 0.12% | Reduce -97.4% | 1,300 | $414K |
| Bricktown Capital, LLC | 0.08% | No change | 1,294 | $412K |
| Betterment LLC | 0.00% | Add +36.5% | 1,290 | $410K |
| Capital Wealth Alliance, LLC | 0.18% | Reduce -0.6% | 1,284 | $408K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Add +5.9% | 1,281 | $407K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.2% | 1,275 | $406K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -60.0% | 1,265 | $402K |
| Tompkins Financial Corp. | 0.03% | Reduce -1.3% | 1,258 | $400K |
| Michels Family Financial, LLC | 0.29% | Add +11.8% | 1,258 | $400K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 1,226 | $390K |
| Seneca House Advisors | 0.15% | Add +0.1% | 1,224 | $389K |
| Romano Brothers and Company | 0.04% | No change | 1,215 | $386K |
| Highland Capital Management, LLC | 0.02% | Reduce -5.4% | 1,212 | $386K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 1,211 | $385K |
| Aft, Forsyth & Company, Inc. | 0.18% | No change | 1,210 | $385K |
| Centaurus Financial, Inc. | 0.02% | Add +3.9% | 1,207 | $384K |
| Magnus Financial Group LLC | 0.03% | Reduce -54.0% | 1,204 | $383K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -21.3% | 1,204 | $383K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.1% | 1,202 | $382K |
| Leith Wheeler Investment Counsel Ltd. | 0.03% | No change | 1,200 | $382K |
| Northstar Asset Management Inc. | 0.12% | Reduce -14.5% | 1,194 | $380K |
| Unique Wealth, LLC | 0.05% | Reduce -63.2% | 1,189 | $378K |
| Milestone Asset Management Group, LLC | 0.22% | No change | 1,182 | $376K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.1% | 1,023 | $376K |
| Midwest Trust Co | 0.00% | Add +10.7% | 1,178 | $375K |
| PCM Encore, LLC | 0.08% | New | 1,173 | $373K |
| Greenleaf Trust | 0.00% | No change | 1,173 | $373K |
| Gutierrez Wealth Advisory, LLC | 0.23% | Add +0.3% | 1,170 | $372K |
| High Note Wealth, LLC | 0.07% | No change | 1,166 | $371K |
| Stegner Investment Associates Inc. | 0.20% | Reduce -3.5% | 1,161 | $369K |
| Bison Wealth, LLC | 0.04% | Reduce -6.2% | 980 | $364K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -78.4% | 1,134 | $361K |
| MV Capital Management, Inc. | 0.04% | New | 1,132 | $360K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +150.3% | 1,011 | $359K |
| Arthur M. Cohen & Associates, LLC | 0.06% | Add +4.4% | 1,109 | $355K |
| Cannell & Spears LLC | 0.01% | No change | 1,111 | $354K |
| Ballentine Partners, LLC | 0.00% | No change | 1,110 | $353K |
| Serenity Investment Advisors | 0.16% | Add +0.2% | 949 | $352K |
| BOS Asset Management, LLC | 0.09% | No change | 1,107 | $352K |
| Shaker Investments LLC | 0.16% | Reduce -19.6% | 1,102 | $351K |
| Schaeffer Financial LLC | 0.29% | Add +56.5% | 1,100 | $350K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -1.3% | 1,098 | $349K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +4.5% | 1,096 | $349K |
| Braun-Bostich & Associates Inc. | 0.22% | Reduce -92.4% | 1,090 | $347K |
| JB Capital LLC | 0.01% | Reduce -99.7% | 1,089 | $346K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -96.5% | 1,089 | $346K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 1,084 | $345K |
| Westco Advisory Services Inc. | 0.22% | Reduce -1.2% | 1,082 | $344K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -21.7% | 1,077 | $343K |
| Core Wealth Advisors, LLC | 0.26% | Reduce -95.0% | 1,072 | $341K |
| Optas, LLC | 0.05% | No change | 1,066 | $339K |
| TCV Trust & Wealth Management, Inc. | 0.03% | No change | 1,066 | $339K |
| Dorato Capital Management | 0.25% | No change | 1,012 | $334K |
| Marco Investment Management LLC | 0.03% | No change | 1,050 | $334K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -64.2% | 1,049 | $334K |
| Asset Dedication, LLC | 0.02% | Add +3.6% | 1,048 | $333K |
| First Horizon Corp. | 0.01% | No change | 1,038 | $330K |
| Whittier Trust Co. | 0.00% | No change | 1,024 | $330K |
| Balefire, LLC | 0.06% | New | 12,915 | $327K |
| Elevated Capital Advisors, LLC | 0.08% | Add +0.4% | 1,026 | $326K |
| Haven Private, LLC | 0.14% | Reduce -0.2% | 1,024 | $326K |
| Cambridge Financial Group, LLC | 0.11% | No change | 1,012 | $322K |
| Aaron Wealth Advisors LLC | 0.02% | Reduce -8.3% | 1,010 | $321K |
| Ascent Wealth Partners, LLC | 0.04% | No change | 1,006 | $320K |
| Ullmann Wealth Partners Group, LLC | 0.03% | No change | 1,000 | $318K |
| Midwest Capital Advisors, LLC | 0.15% | Reduce -97.7% | 989 | $315K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 980 | $312K |
| Cibc World Market Inc. | 0.00% | No change | 979 | $311K |
| Melfa Wealth Management, Inc. | 0.18% | Reduce -4.9% | 975 | $310K |
| Integrity Investment Advisors, LLC | 0.17% | Reduce -31.6% | 972 | $309K |
| Oliver Luxxe Assets LLC | 0.05% | Reduce -6.8% | 965 | $307K |
| Arcadia Wealth Management, LLC | 0.11% | Reduce -56.2% | 963 | $306K |
| CLG LLC | 0.08% | Add +0.3% | 962 | $306K |
| Modern Wealth Management, LLC | 0.01% | Reduce -96.7% | 948 | $304K |
| Hanover Advisors Inc. | 0.12% | No change | 950 | $302K |
| MCF Advisors LLC | 0.01% | Add +47.0% | 945 | $301K |
| Dunhill Financial, LLC | 0.07% | Add +8.4% | 944 | $301K |
| Grantvest Financial Group LLC | 0.19% | Reduce -10.8% | 945 | $300K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +31.9% | 943 | $300K |
| Hourglass Capital, LLC | 0.06% | No change | 940 | $299K |
| FLC Capital Advisors | 0.05% | No change | 936 | $298K |
| Capital Squared Financial LLC | 0.23% | Add +0.2% | 935 | $297K |
| Gotham Asset Management | 0.00% | Add +14.2% | 928 | $295K |
| Freedom Investment Management, Inc. | 0.09% | Add +54.1% | 926 | $295K |
| Crewe Advisors LLC | 0.03% | Reduce -3.1% | 926 | $295K |
| Lyell Wealth Management, LP | 0.02% | No change | 921 | $293K |
| Welch Group, LLC | 0.01% | No change | 920 | $293K |
| Chatterton & Associates Inc. | 0.20% | Add +39.8% | 878 | $292K |
| Elevated Financial Group LLC | 0.10% | Reduce -97.9% | 915 | $291K |
| First Merchants Corp. | 0.01% | No change | 915 | $291K |
| Soltis Investment Advisors LLC | 0.02% | Add +1.2% | 913 | $290K |
| KPP Advisory Services LLC | 0.04% | No change | 913 | $290K |
| Payne Capital Management, LLC | 0.09% | No change | 900 | $286K |
| Wealth Architects, LLC | 0.03% | No change | 900 | $286K |
| Garde Capital, Inc. | 0.02% | No change | 896 | $285K |
| Clare Market Investments LLC | 0.06% | — | 895 | $285K |
| GreatBanc Trust CO | 0.20% | Reduce -2.4% | 893 | $284K |
| Consolidated Capital Management, LLC | 0.09% | Reduce -95.3% | 892 | $284K |
| Global Wealth Management, LLC | 0.15% | No change | 887 | $282K |
| Avior Wealth Management, LLC | 0.01% | Reduce -7.6% | 884 | $281K |
| Arjuna Capital | 0.07% | New | 880 | $280K |
| 1900 Wealth Management LLC | 0.02% | Add +0.2% | 873 | $278K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -90.4% | 872 | $277K |
| Plan Group Financial, LLC | 0.07% | New | 872 | $277K |
| Creative Financial Designs Inc. | 0.02% | Reduce -3.5% | 871 | $277K |
| Mascagni Wealth Management, Inc. | 0.20% | Reduce -1.8% | 871 | $277K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -40.8% | 871 | $277K |
| Essex Bank | 0.06% | No change | 870 | $277K |
| DecisionMap Wealth Management, LLC | 0.18% | Reduce -1.0% | 867 | $276K |
| Advance Capital Management, Inc. | 0.01% | Add +0.1% | 864 | $275K |
| Game Plan Financial Advisors, LLC | 0.13% | No change | 862 | $274K |
| Heritage Wealth Management, Inc. | 0.15% | No change | 856 | $272K |
| BIP Wealth, LLC | 0.01% | Reduce -0.9% | 856 | $272K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -3.7% | 855 | $272K |
| Synergy Investment Management, LLC | 0.09% | Reduce -96.7% | 850 | $270K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +2.2% | 840 | $267K |
| PUREfi Wealth, LLC | 0.17% | Reduce -56.3% | 840 | $267K |
| Enzi Wealth | 0.09% | No change | 834 | $265K |
| A4 Wealth Advisors LLC | 0.22% | Reduce -94.3% | 826 | $263K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -11.5% | 852 | $263K |
| Future Financial Wealth Managment LLC | 0.17% | No change | 760 | $262K |
| Almanack Investment Partners, LLC. | 0.04% | Add +1.6% | 823 | $262K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -47.5% | 808 | $257K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -74.9% | 807 | $257K |
| ForthRight Wealth Management, LLC | 0.07% | No change | 804 | $256K |
| WBH Advisory Inc. | 0.02% | No change | 794 | $254K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -4.8% | 796 | $253K |
| Benjamin Edwards Inc. | 0.00% | Reduce -90.6% | 794 | $253K |
| Ameliora Wealth Management Ltd. | 0.08% | No change | 792 | $252K |
| McGuire Investment Group, LLC | 0.03% | No change | 789 | $251K |
| WealthCollab, LLC | 0.10% | No change | 787 | $250K |
| Suncoast Equity Management | 0.03% | No change | 785 | $250K |
| Essex Financial Services, Inc. | 0.01% | Reduce -8.2% | 780 | $248K |
| Johnson Financial Group, Inc. | 0.01% | No change | 775 | $247K |
| Pictet North America Advisors SA | 0.02% | No change | 765 | $243K |
| J. Mark Nickell & Co. | 0.22% | Reduce -3.8% | 763 | $243K |
| TritonPoint Partners, LLC | 0.09% | New | 762 | $242K |
| Performance Wealth Partners, LLC | 0.01% | No change | 756 | $240K |
| American Financial Advisors, LLC | 0.03% | Add +0.4% | 756 | $240K |
| LWM Advisory Services, LLC | 0.26% | Add +18.2% | 753 | $240K |
| Junk Investment Group, LLC | 0.13% | — | 750 | $239K |
| Arlington Trust Co LLC | 0.02% | Reduce -11.8% | 750 | $239K |
| Birchcreek Wealth Management, LLC | 0.11% | Reduce -4.5% | 748 | $238K |
| Evolve Private Wealth, LLC | 0.01% | New | 747 | $238K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 747 | $238K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -39.9% | 744 | $237K |
| Fiduciary Alliance LLC | 0.01% | New | 685 | $236K |
| TCP Asset Management, LLC | 0.03% | No change | 740 | $235K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -87.8% | 739 | $235K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 738 | $235K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 669 | $235K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 734 | $233K |
| First Foundation Advisors | 0.01% | Reduce -16.4% | 730 | $232K |
| Indie Asset Partners, LLC | 0.26% | Add +3.6% | 726 | $231K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -6.8% | 725 | $231K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 724 | $230K |
| Chicago Capital, LLC | 0.01% | New | 722 | $230K |
| Private Trust Co. NA | 0.02% | Reduce -74.2% | 721 | $229K |
| DDD Partners, LLC | 0.02% | No change | 714 | $227K |
| Southern Michigan Bank & Trust | 0.09% | — | 707 | $225K |
| Cassilly Financial Group LLC | 0.19% | Add +11.6% | 705 | $224K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | Reduce -26.3% | 705 | $224K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -95.2% | 704 | $224K |
| Reston Wealth Management LLC | 0.07% | Add +0.3% | 701 | $223K |
| ZEGA Investments, LLC | 0.04% | Add +19.6% | 701 | $223K |
| Thomas Story & Son LLC | 0.09% | Reduce -6.7% | 700 | $223K |
| Barclays PLC | 0.00% | New | 700 | $223K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 697 | $222K |
| Carlson Financial, Inc. | 0.13% | No change | 695 | $221K |
| Cypress Capital Group | 0.02% | No change | 695 | $221K |
| Foster & Motley Inc. | 0.01% | No change | 696 | $221K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +0.3% | 693 | $221K |
| Grant Street Asset Management, Inc. | 0.04% | No change | 692 | $220K |
| Valmark Advisers, Inc. | 0.00% | Add +0.6% | 691 | $220K |
| WNY Asset Management, LLC | 0.02% | — | 686 | $218K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.1% | 685 | $218K |
| Scarborough Advisors, LLC | 0.02% | New | 684 | $218K |
| Buckhead Capital Management LLC | 0.08% | No change | 680 | $216K |
| Pacific Sage Partners, LLC | 0.03% | No change | 679 | $216K |
| Cornerstone Advisors Asset Management, LLC | 0.03% | Add +0.3% | 678 | $216K |
| CoreCap Advisors, LLC | 0.01% | Reduce -92.6% | 678 | $216K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 676 | $215K |
| Harbour Investments, Inc. | 0.00% | Reduce -17.9% | 667 | $212K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -26.9% | 667 | $212K |
| Capital Advantage, Inc. | 0.03% | No change | 667 | $212K |
| Sheridan Capital Management, LLC | 0.11% | Reduce -13.2% | 666 | $212K |
| Asset One Wealth Management LLC | 0.02% | New | 611 | $211K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -57.6% | 663 | $211K |
| Hubbell Strickland Wealth Management, LLC | 0.08% | Add +2.0% | 662 | $210K |
| Quantbot Technologies LP | 0.01% | New | 661 | $210K |
| Kelly Financial Group LLC | 0.05% | Reduce -34.0% | 651 | $207K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -36.3% | 650 | $207K |
| Lineweaver Wealth Advisors, LLC | 0.03% | Add +0.2% | 645 | $205K |
| Sterling Investment Counsel, LLC | 0.06% | No change | 644 | $205K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.3% | 642 | $204K |
| Simplicity Wealth,LLC | 0.01% | Reduce -95.4% | 640 | $204K |
| DUTCH ASSET Corp | 0.14% | No change | 639 | $203K |
| Central Valley Advisors, LLC | 0.05% | New | 631 | $201K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 601 | $191K |
| Islay Capital Management, LLC | 0.10% | Add +50.0% | 600 | $191K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -5.0% | 592 | $188K |
| Founders Financial Alliance, LLC | 0.03% | Add +7.9% | 590 | $188K |
| West Paces Advisors Inc. | 0.04% | New | 585 | $186K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 557 | $177K |
| Allworth Financial LP | 0.00% | Add +10.3% | 544 | $173K |
| MeadowBrook Investment Advisors LLC | 0.15% | No change | 522 | $166K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -96.1% | 449 | $160K |
| REAP Financial Group, LLC | 0.03% | Add +5.0% | 502 | $160K |
| First Financial Corp. | 0.06% | No change | 488 | $155K |
| Magnolia Wealth Management, LLC | 0.09% | New | 484 | $154K |
| Larson Financial Group LLC | 0.00% | Add +1.9% | 476 | $151K |
| United Community Bank | 0.05% | No change | 475 | $151K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 453 | $144K |
| Wellington Grp LLC | 0.04% | New | 417 | $133K |
| Princeton Global Asset Management LLC | 0.02% | No change | 408 | $130K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 399 | $127K |
| Financial Consulate, Inc. | 0.02% | Reduce -1.0% | 392 | $125K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +39.6% | 391 | $124K |
| Acropolis Investment Management, LLC | 0.01% | New | 387 | $123K |
| Balentine LLC | 0.00% | No change | 382 | $122K |
| Russell Investments Group, Ltd. | 0.00% | Add +81.0% | 380 | $121K |
| Vanguard Advisers Inc. | 0.00% | — | 377 | $120K |
| West Branch Capital LLC | 0.03% | Add +2.0% | 354 | $113K |
| Rhumbline Advisers | 0.00% | Add +42.9% | 333 | $106K |
| Millstone Evans Group, LLC | 0.06% | No change | 328 | $104K |
| Deutsche Bank AG | 0.00% | Reduce -38.5% | 325 | $103K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 325 | $103K |
| Bay Harbor Wealth Management, LLC | 0.03% | Reduce -99.1% | 321 | $102K |
| Old Second National Bank of Aurora | 0.02% | No change | 321 | $102K |
| Global Trust Asset Management, LLC | 0.04% | No change | 312 | $99K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -57.1% | 312 | $99K |
| Asset Planning,Inc | 0.07% | No change | 300 | $95K |
| Basso Capital Management, L.P. | 0.06% | No change | 300 | $95K |
| Frazier Financial Advisors, LLC | 0.05% | New | 294 | $94K |
| Byrne Asset Management LLC | 0.05% | Reduce -4.8% | 281 | $89K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 271 | $86K |
| Colonial Trust Co / SC | 0.01% | No change | 264 | $84K |
| Colonial Trust Advisors | 0.01% | No change | 255 | $81K |
| N.E.W. Advisory Services LLC | 0.01% | Add +6250.0% | 254 | $81K |
| True Wealth Design, LLC | 0.02% | No change | 250 | $80K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -93.4% | 250 | $80K |
| Eastern Bank | 0.00% | No change | 249 | $79K |
| Ascentis Independent Advisors | 0.01% | New | 245 | $78K |
| Godsey & Gibb, Inc. | 0.01% | No change | 242 | $77K |
| Barrett & Company, Inc. | 0.03% | Reduce -1.6% | 242 | $77K |
| Collier Financial | 0.06% | Reduce -13.9% | 241 | $77K |
| Bogart Wealth, LLC | 0.00% | Add +288.3% | 233 | $74K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 233 | $74K |
| GAMMA Investing LLC | 0.00% | Add +145.2% | 228 | $73K |
| KERR FINANCIAL PLANNING Corp | 0.05% | No change | 202 | $71K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 217 | $69K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -76.0% | 211 | $67K |
| American National Bank & Trust | 0.01% | Reduce -4.7% | 202 | $64K |
| Orion Capital Management LLC | 0.02% | Add +2.0% | 199 | $63K |
| Investment Counsel Co. of Nevada | 0.14% | No change | 194 | $62K |
| Copia Wealth Management | 0.04% | No change | 194 | $62K |
| Archer Investment Corp | 0.01% | Add +17.0% | 179 | $57K |
| Clark Wealth Partners | 0.04% | Reduce -3.4% | 171 | $54K |
| Abound Wealth Management | 0.01% | Reduce -35.2% | 160 | $51K |
| Sfam, LLC | 0.05% | No change | 155 | $49K |
| Coston, McIsaac & Partners | 0.01% | No change | 157 | $49K |
| Hilltop National Bank | 0.01% | No change | 150 | $48K |
| Anfield Capital Management, LLC | 0.01% | No change | 148 | $47K |
| Global Assets Advisory, LLC | 0.01% | New | 146 | $46K |
| Hilton Head Capital Partners, LLC | 0.03% | No change | 141 | $45K |
| Robinswood Financial LLC | 0.01% | Add +10.7% | 135 | $43K |
| Glassman Wealth Services | 0.01% | Reduce -79.5% | 135 | $43K |
| International Assets Investment Management, LLC | 0.00% | Reduce -72.1% | 133 | $42K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 133 | $42K |
| SouthState Bank Corp | 0.00% | No change | 132 | $42K |
| SHP Wealth Management | 0.00% | Reduce -3.8% | 127 | $41K |
| Tucker Asset Management LLC | 0.01% | Add +184.1% | 125 | $40K |
| Tiaa Trust, National Association | 0.00% | Reduce -97.7% | 125 | $40K |
| Salem Investment Counselors Inc. | 0.00% | New | 125 | $40K |
| Geneos Wealth Management Inc. | 0.00% | No change | 123 | $39K |
| Trust Co | 0.00% | Add +39.1% | 121 | $38K |
| 3 Factor Indexing, LLC | 0.04% | — | 118 | $38K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -26.9% | 109 | $35K |
| Bokf, NA | 0.00% | Reduce -33.3% | 110 | $35K |
| Ameriflex Group, Inc. | 0.02% | No change | 109 | $35K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 110 | $34K |
| Team Financial Group, LLC | 0.02% | No change | 106 | $34K |
| Sage Mountain Advisors LLC | 0.00% | No change | 106 | $34K |
| JDM Financial Group LLC | 0.01% | No change | 100 | $32K |
| Operose Advisors LLC | 0.01% | Reduce -39.0% | 100 | $32K |
| FWL Investment Management, LLC | 0.01% | No change | 100 | $32K |
| Lodestone Wealth Management LLC | 0.01% | No change | 99 | $31K |
| Angeles Wealth Management, LLC | 0.00% | No change | 94 | $30K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -10.5% | 94 | $30K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 92 | $29K |
| Phillips Financial Management, LLC | 0.00% | No change | 90 | $29K |
| TFC Financial Management, Inc. | 0.00% | No change | 90 | $29K |
| BNP Paribas Financial Markets | 0.00% | Add +340.0% | 88 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -53.1% | 84 | $27K |
| Corsicana & Co. | 0.02% | No change | 97 | $26K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 81 | $26K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 81 | $26K |
| Gen-Wealth Partners Inc | 0.01% | Reduce -98.0% | 80 | $25K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -69.9% | 78 | $25K |
| Evermay Wealth Management LLC | 0.00% | No change | 77 | $24K |
| 2UniFi Bank | 0.01% | No change | 77 | $24K |
| First Command Advisory Services, Inc. | 0.00% | No change | 77 | $24K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 76 | $24K |
| Westside Investment Management, Inc. | 0.00% | No change | 76 | $24K |
| Rossby Financial, LCC | 0.00% | New | 73 | $23K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.04% | — | 190 | $23K |
| Evelyn Partners Asset Management Ltd | 0.01% | New | 71 | $23K |
| Root Financial Partners, LLC | 0.00% | Reduce -80.1% | 71 | $23K |
| Realta Investment Advisors | 0.01% | Add +40.0% | 70 | $22K |
| CDKV Holdings LLC | 0.02% | No change | 67 | $21K |
| Park Place Capital Corp | 0.00% | No change | 65 | $21K |
| Strategic Advisory Partners, LLC | 0.02% | New | 64 | $20K |
| Caldwell Trust Co | 0.00% | No change | 64 | $20K |
| Anchor Investment Management, LLC | 0.00% | No change | 64 | $20K |
| Birchwood Financial Partners, Inc. | 0.02% | No change | 63 | $20K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 60 | $19K |
| Nemes Rush Group LLC | 0.00% | No change | 60 | $19K |
| Tsfg, LLC | 0.00% | Reduce -5.0% | 57 | $18K |
| United Financial Planning Group LLC | 0.01% | No change | 56 | $18K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 55 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $16K |
| Peoples Financial Services Corp. | 0.01% | No change | 50 | $16K |
| AlphaCore Capital LLC | 0.00% | Reduce -95.3% | 49 | $16K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 49 | $15K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 48 | $15K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 47 | $15K |
| Wolff Wiese Magana LLC | 0.01% | New | 46 | $15K |
| NBT Bank, N.A. | 0.00% | No change | 46 | $15K |
| NorthAvenue LLC | 0.01% | No change | 45 | $14K |
| Breakwater Investment Management | 0.01% | No change | 45 | $14K |
| Advocate Investing Services LLC | 0.01% | Add +400.0% | 45 | $14K |
| Kelleher Financial Advisors | 0.00% | No change | 43 | $14K |
| Noble Wealth Management PBC | 0.01% | Reduce -10.6% | 42 | $13K |
| UMB Bank, n.a. | 0.00% | Reduce -94.8% | 42 | $13K |
| Signature Equity Partners, LLC | 0.01% | Reduce -73.7% | 41 | $13K |
| Main Management LLC | 0.00% | New | 40 | $13K |
| Topsail Wealth Management, LLC | 0.00% | No change | 40 | $13K |
| Financial Freedom, LLC | 0.01% | New | 39 | $13K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 39 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 36 | $12K |
| Paladin Advisory Group, LLC | 0.01% | No change | 36 | $11K |
| IMA Advisory Services, Inc. | 0.00% | No change | 36 | $11K |
| TopTier Wealth Management, LLC | 0.01% | New | 35 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 34 | $11K |
| Benson Wealth Management INC | 0.01% | No change | 33 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 33 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 33 | $10K |
| Crews Bank & Trust | 0.00% | No change | 33 | $10K |
| Capital Advisor Network LLC | 0.01% | — | 31 | $10K |
| Protective Life Corp. | 0.03% | New | 28 | $9K |
| Main Street Group, LTD | 0.00% | New | 28 | $9K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -59.1% | 27 | $9K |
| Silicon Valley Capital Partners | 0.00% | No change | 25 | $8K |
| Grand Wealth Management, LLC | 0.00% | Reduce -13.8% | 25 | $8K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -93.6% | 23 | $7K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 22 | $7K |
| CENTRAL TRUST Co | 0.00% | Add +57.1% | 22 | $7K |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -29.6% | 19 | $6K |
| Ankerstar Wealth, LLC | 0.01% | No change | 18 | $6K |
| Rice Partnership, LLC | 0.00% | New | 16 | $5K |
| Delta Asset Management LLC | 0.00% | No change | 16 | $5K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 18 | $5K |
| Graney & King, LLC | 0.00% | No change | 15 | $5K |
| Imprint Wealth LLC | 0.02% | Reduce -99.3% | 14 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 14 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 11 | $3K |
| SRH Advisors, LLC | 0.00% | New | 10 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 10 | $3K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -99.8% | 9 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 9 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 9 | $3K |
| Alerus Financial NA | 0.00% | No change | 9 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 8 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 7 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -68.8% | 5 | $2K |
| Caitlin John, LLC | 0.00% | No change | 4 | $1K |
| New Republic Capital, LLC | 0.00% | Reduce -99.6% | 4 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 4 | $1K |
| Chelsea Counsel Co. | 0.00% | No change | 3 | $955 |
"% 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.