iShares Preferred & Income SPFFETF
13F holders, Q2 2024 (June 30)1,009holders −36
59new positions
94sold out
3famous investors
$31.35avg. 13F price*
At the end of Q2 2024, 1,009 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, down 36 from Q1 2024. 59 opened new positions and 94 sold out. The largest holders were Bank of America Corp. ($753.2M), Morgan Stanley ($435.3M) and Wells Fargo & Company ($262.7M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Preferred & Income S
- CUSIP
- 464288687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $156.5M |
| Exits | 94 | $147.6M |
All 13F filers, Q1 2024 → Q2 2024: 13,790,859 shares bought and 22,144,187 shares sold, net −8,353,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,009 holders
| Bank of America Corp. | 0.07% | Add +6.2% | 23,871,884 | $753.2M |
| Morgan Stanley | 0.03% | Add +0.2% | 13,798,393 | $435.3M |
| Wells Fargo & Company | 0.07% | Add +6.8% | 8,325,925 | $262.7M |
| LPL Financial LLC | 0.10% | Reduce -2.7% | 6,521,938 | $205.8M |
| UBS Group AG | 0.06% | Add +0.3% | 6,354,573 | $200.5M |
| Royal Bank of Canada | 0.04% | Add +1.9% | 4,672,115 | $147.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -6.2% | 4,522,311 | $142.7M |
| Mariner, LLC | 0.21% | Reduce -5.7% | 3,407,574 | $107.5M |
| BlackRock Inc. | 0.00% | Reduce -3.5% | 3,097,448 | $97.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.4% | 2,434,728 | $76.8M |
| US Bancorp \de | 0.10% | Reduce -7.9% | 2,266,977 | $71.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.5% | 2,031,373 | $64.1M |
| Orgel Wealth Management, LLC | 1.50% | Reduce -3.0% | 1,766,779 | $55.7M |
| First Interstate Bank | 3.44% | Add +1.8% | 1,641,062 | $51.8M |
| Truist Financial Corp. | 0.08% | Reduce -4.1% | 1,630,129 | $51.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -3.4% | 1,585,883 | $50.0M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 1,555,917 | $49.1M |
| Deutsche Bank AG | 0.02% | Reduce -0.1% | 1,555,525 | $49.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.03% | Add +6.2% | 1,529,686 | $48.3M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -44.3% | 1,444,553 | $45.6M |
| Osaic Holdings, Inc. | 0.11% | Reduce -2.6% | 1,419,513 | $44.8M |
| Janney Montgomery Scott LLC | 0.13% | Reduce -2.3% | 1,360,632 | $42.9M |
| Edge Wealth Management LLC | 9.02% | Reduce -2.2% | 1,358,252 | $42.9M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +7.1% | 1,346,037 | $42.5M |
| Fifth Third Bancorp | 0.15% | Add +0.1% | 1,225,434 | $38.7M |
| Hilton Capital Management, LLC | 3.21% | Add +6.2% | 1,205,082 | $38.0M |
| Dakota Wealth Management | 0.87% | Add +0.0% | 1,169,490 | $36.9M |
| Cetera Investment Advisers | 0.08% | Reduce -10.8% | 1,127,678 | $35.6M |
| Keybank National Association | 0.13% | Reduce -3.1% | 1,034,129 | $32.6M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -2.6% | 1,000,530 | $31.6M |
| Cohen & Steers, Inc. | 0.07% | Reduce -60.6% | 997,941 | $31.5M |
| Greenleaf Trust | 0.30% | Add +3.4% | 990,792 | $31.3M |
| Insight Wealth Strategies, LLC | 4.37% | Add +1.4% | 973,190 | $30.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -82.9% | 962,925 | $30.4M |
| Redwood Investment Management, LLC | 2.53% | New | 929,143 | $29.3M |
| SG Americas Securities, LLC | 0.19% | No change | 924,696 | $29.2M |
| Stephens Inc. | 0.44% | Reduce -1.0% | 905,630 | $28.6M |
| Horizon Wealth Management, LLC | 6.70% | New | 890,901 | $28.1M |
| TRUE Private Wealth Advisors | 3.17% | Reduce -35.5% | 888,366 | $28.0M |
| Corient Private Wealth LP | 0.05% | Add +6.6% | 839,791 | $26.5M |
| Baird Financial Group, Inc. | 0.05% | Add +4.4% | 823,419 | $26.0M |
| Ocean Park Asset Management, LLC | 1.22% | Reduce -61.8% | 814,436 | $25.7M |
| Montis Financial, LLC | 11.29% | Add +1.0% | 780,423 | $24.6M |
| Townsend & Associates, Inc | 2.68% | Add +2.5% | 759,024 | $24.1M |
| HighTower Advisors, LLC | 0.04% | Add +24.6% | 753,568 | $23.8M |
| SVB Wealth LLC | 0.58% | Reduce -9.9% | 744,062 | $23.5M |
| Raymond James & Associates | 0.01% | Add +7.2% | 721,630 | $22.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.70% | Reduce -0.9% | 714,106 | $22.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -81.0% | 704,328 | $22.2M |
| Welch & Forbes LLC | 0.29% | Add +2.7% | 703,013 | $22.1M |
| Jaffetilchin Investment Partners, LLC | 1.88% | Add +4.5% | 698,831 | $22.0M |
| New York Life Investment Management LLC | 0.22% | Add +3689.2% | 695,651 | $21.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +11.1% | 682,637 | $21.5M |
| Summit Financial Wealth Advisors, LLC | 4.28% | Add +3.3% | 669,855 | $21.1M |
| Falcon Wealth Planning | 2.74% | Add +45.5% | 669,242 | $21.1M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 663,011 | $20.9M |
| Country Trust Bank | 0.45% | No change | 568,984 | $18.0M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.38% | No change | 567,500 | $17.9M |
| MML Investors Services, LLC | 0.07% | Reduce -8.7% | 525,074 | $16.6M |
| Cerity Partners LLC | 0.04% | Add +1.1% | 512,201 | $16.2M |
| Centiva Capital, LP | 0.77% | New | 500,000 | $15.8M |
| GDS Wealth Management | 1.72% | Add +16.5% | 496,898 | $15.7M |
| Focus Partners Wealth | 0.05% | Add +100.7% | 493,546 | $15.6M |
| SP Asset Management LLC | 1.42% | Reduce -1.4% | 492,797 | $15.5M |
| Fulton Breakefield Broenniman LLC | 1.15% | Add +1.5% | 492,518 | $15.5M |
| Citigroup Inc. | 0.01% | Add +9.0% | 483,151 | $15.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +14.6% | 491,855 | $15.0M |
| Sanctuary Advisors, LLC | 0.10% | — | 464,104 | $14.4M |
| Advisors Management Group Inc. | 3.60% | Add +4.5% | 457,283 | $14.4M |
| Pure Financial Advisors, LLC | 0.40% | Add +6.0% | 457,240 | $14.4M |
| Marshall Wace, LLP | 0.02% | Reduce -19.9% | 457,000 | $14.4M |
| Bank of Montreal | 0.00% | Reduce -14.1% | 452,684 | $14.3M |
| Florida Trust Wealth Management Co | 0.46% | Reduce -1.3% | 422,566 | $13.3M |
| Conning Inc. | 0.46% | No change | 390,500 | $12.3M |
| NewEdge Advisors, LLC | 0.09% | Add +30.7% | 385,392 | $12.2M |
| Jane Street Group, LLC | 0.01% | Add +40.8% | 376,126 | $11.9M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.0% | 371,998 | $11.7M |
| Ballast, Inc. | 3.48% | Add +5.9% | 358,289 | $11.3M |
| Synovus Financial Corp. | 0.15% | Reduce -1.9% | 357,646 | $11.3M |
| Northside Capital Management, LLC | 1.92% | Add +0.0% | 354,334 | $11.2M |
| Parkside Investments, LLC | 1.72% | Add +12.5% | 346,428 | $10.9M |
| Davidson Investment Advisors | 0.55% | Add +2.4% | 338,202 | $10.7M |
| Avantax Advisory Services, Inc. | 0.07% | Add +10.2% | 331,571 | $10.5M |
| Regal Investment Advisors LLC | 0.68% | Add +2.0% | 324,892 | $10.3M |
| Capital Square, LLC | 6.55% | Add +12.5% | 315,807 | $10.1M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -4.9% | 318,396 | $10.0M |
| Spectrum Asset Management, Inc. | 43.68% | Add +20.5% | 317,263 | $10.0M |
| AMG National Trust Bank | 0.27% | Add +60.4% | 310,431 | $9.8M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +13.6% | 306,765 | $9.7M |
| Collective Family Office LLC | 2.71% | Reduce -1.7% | 292,148 | $9.2M |
| Campbell Capital Management Inc. | 3.87% | New | 285,256 | $9.0M |
| Westover Capital Advisors, LLC | 2.31% | Reduce -4.1% | 284,135 | $9.0M |
| Strategic Wealth Investment Group, LLC | 1.10% | — | 277,732 | $8.7M |
| Hilltop Holdings Inc. | 1.01% | Reduce -26.4% | 274,822 | $8.7M |
| Captrust Financial Advisors | 0.03% | Reduce -10.8% | 273,891 | $8.6M |
| Vantage Wealth | 1.93% | Add +4.7% | 265,700 | $8.4M |
| NewEdge Wealth, LLC | 0.17% | Reduce -0.2% | 251,716 | $7.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -1.5% | 247,449 | $7.8M |
| Angeles Wealth Management, LLC | 0.72% | Add +0.7% | 242,150 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Add +1.5% | 237,853 | $7.5M |
| Greenwood Capital Associates LLC | 0.98% | Add +1.7% | 236,531 | $7.5M |
| Full Sail Capital, LLC | 0.48% | Reduce -2.8% | 226,753 | $7.2M |
| SWAN Capital LLC | 3.86% | Add +267.6% | 224,666 | $7.1M |
| Comerica Bank | 0.03% | Add +0.3% | 224,534 | $7.1M |
| Park Avenue Securities LLC | 0.09% | Add +0.2% | 223,552 | $7.1M |
| Lido Advisors, LLC | 0.06% | Add +29.7% | 223,147 | $7.0M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -1.1% | 222,708 | $7.0M |
| Sowa Financial Group, Inc. | 5.29% | Reduce -13.4% | 221,354 | $7.0M |
| Clark Capital Management Group, Inc. | 0.05% | Reduce -19.9% | 218,643 | $6.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.34% | Add +13.8% | 218,277 | $6.9M |
| Rothschild Investment LLC | 0.48% | Reduce -0.8% | 217,137 | $6.9M |
| Mesirow Financial Investment Management, Inc. | 0.15% | Add +2.5% | 216,516 | $6.8M |
| Moser Wealth Advisors, LLC | 3.67% | Reduce -1.6% | 214,182 | $6.8M |
| D.A. Davidson & Co. | 0.06% | Reduce -2.5% | 213,556 | $6.7M |
| Stablepoint Partners, LLC | 1.30% | Add +7.7% | 211,634 | $6.7M |
| NorthCoast Asset Management LLC | 0.06% | Add +3193.7% | 212,442 | $6.7M |
| Prospera Financial Services Inc | 0.19% | Add +27.8% | 212,592 | $6.7M |
| SeaBridge Investment Advisors LLC | 1.67% | Reduce -0.2% | 203,543 | $6.4M |
| Creative Planning | 0.01% | Reduce -2.3% | 200,109 | $6.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -11.9% | 199,708 | $6.3M |
| CW Advisors, LLC | 0.10% | Reduce -68.3% | 194,151 | $6.1M |
| Exencial Wealth Advisors, LLC | 0.23% | Reduce -11.0% | 193,629 | $6.1M |
| Crewe Advisors LLC | 0.68% | Reduce -10.2% | 191,752 | $6.0M |
| Dynamic Advisor Solutions LLC | 0.19% | Add +2.2% | 190,731 | $6.0M |
| Financial Advisory Partners, LLC | 2.18% | Reduce -11.7% | 184,690 | $5.8M |
| Assetmark, Inc. | 0.02% | Reduce -13.0% | 181,429 | $5.7M |
| Quest Investment Management LLC | 0.62% | No change | 177,528 | $5.6M |
| ForthRight Wealth Management, LLC | 1.99% | Reduce -13.6% | 175,817 | $5.5M |
| HSBC Holdings PLC | 0.00% | Add +94.0% | 175,076 | $5.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.7% | 174,982 | $5.5M |
| Independent Financial Group, LLC | 0.22% | Add +14.9% | 174,106 | $5.5M |
| Dumont & Blake Investment Advisors LLC | 0.77% | Add +99.7% | 172,356 | $5.4M |
| Balanced Wealth Group LLC | 2.47% | Reduce -6.8% | 200,499 | $5.4M |
| Intrepid Financial Planning Group LLC | 2.26% | Add +29.7% | 167,078 | $5.3M |
| RPg Family Wealth Advisory, LLC | 1.73% | Add +9.8% | 166,727 | $5.3M |
| D L Carlson Investment Group Inc. | 1.01% | Add +36.9% | 165,873 | $5.2M |
| Waverly Advisors, LLC | 0.10% | Reduce -3.2% | 164,549 | $5.2M |
| Blue Fin Capital, Inc. | 1.04% | Add +0.9% | 164,340 | $5.2M |
| Beacon Harbor Wealth Advisors, Inc. | 1.33% | Add +3.0% | 161,906 | $5.1M |
| BOS Asset Management, LLC | 2.31% | Reduce -0.5% | 157,992 | $5.0M |
| Capstone Investment Advisors, LLC | 0.22% | Reduce -52.3% | 157,401 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -25.5% | 157,075 | $5.0M |
| Prudential Financial Inc. | 0.01% | Reduce -0.1% | 156,035 | $4.9M |
| Cypress Wealth Services, LLC | 1.08% | Reduce -1.0% | 153,492 | $4.8M |
| Freedom Day Solutions, LLC | 1.64% | Add +26.3% | 153,365 | $4.8M |
| Good Life Advisors, LLC | 0.40% | Add +419.0% | 152,800 | $4.8M |
| Curran Financial Partners, LLC | 1.61% | Add +3.6% | 152,338 | $4.8M |
| Oppenheimer & Co. Inc. | 0.07% | Add +32.5% | 149,442 | $4.7M |
| Jackson, Grant Investment Advisers, Inc. | 1.87% | Add +1.1% | 146,861 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -12.1% | 145,687 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -12.1% | 145,687 | $4.6M |
| One Capital Management, LLC | 0.15% | Add +1100.4% | 143,936 | $4.5M |
| Kickstand Ventures, Llc. | 1.23% | Reduce -7.4% | 142,847 | $4.5M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -1.3% | 141,007 | $4.4M |
| Kades & Cheifetz LLC | 2.79% | Add +0.5% | 140,776 | $4.4M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +14.4% | 140,613 | $4.4M |
| MassMutual Private Wealth & Trust, FSB | 0.13% | Add +14.5% | 140,191 | $4.4M |
| JT Stratford LLC | 0.82% | Add +1.1% | 138,984 | $4.4M |
| Procyon Advisors, LLC | 0.32% | Reduce -13.2% | 138,688 | $4.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -2.7% | 138,582 | $4.4M |
| Apollon Wealth Management, LLC | 0.13% | Reduce -7.5% | 136,766 | $4.3M |
| Schroder Investment Management Group | 0.00% | Add +2.7% | 135,963 | $4.3M |
| Moran Wealth Management, LLC | 0.14% | Reduce -0.1% | 135,419 | $4.3M |
| Centaurus Financial, Inc. | 0.28% | Add +35.2% | 134,652 | $4.2M |
| DAVENPORT & Co LLC | 0.03% | Add +9.8% | 132,641 | $4.2M |
| Peoples Bank | 3.26% | Add +0.1% | 132,355 | $4.2M |
| Curbstone Financial Management Corp | 0.90% | Add +1.7% | 131,563 | $4.2M |
| Fragasso Financial Advisors Inc | 0.34% | Reduce -21.2% | 130,957 | $4.1M |
| Eagle Strategies LLC | 0.79% | Add +53.8% | 130,327 | $4.1M |
| First American Trust, FSB | 0.41% | Add +7.5% | 130,205 | $4.1M |
| Crown Oak Advisors, LLC | 2.32% | No change | 130,000 | $4.1M |
| RFG Advisory, LLC | 0.13% | Reduce -1.6% | 127,074 | $4.0M |
| Redmont Wealth Advisors LLC | 6.33% | Reduce -1.1% | 126,745 | $4.0M |
| Shulman DeMeo Asset Management LLC | 1.03% | Reduce -0.7% | 124,735 | $3.9M |
| Fiera Capital Corp | 0.01% | Reduce -0.1% | 124,283 | $3.9M |
| Old National Bancorp | 0.09% | Reduce -6.3% | 123,826 | $3.9M |
| Brookstone Capital Management | 0.06% | Add +7.0% | 122,111 | $3.9M |
| MIdWestOne Financial Group, Inc. | 0.70% | Add +5.3% | 122,712 | $3.9M |
| Perennial Advisors, LLC | 0.85% | Reduce -0.3% | 120,795 | $3.8M |
| Parallel Advisors, LLC | 0.10% | Reduce -7.5% | 120,513 | $3.8M |
| XML Financial, LLC | 0.37% | Add +15.4% | 117,916 | $3.7M |
| DT Investment Partners, LLC | 0.33% | Add +1.5% | 116,669 | $3.7M |
| Sykon Capital LLC | 1.36% | Add +15.3% | 114,696 | $3.6M |
| Liberty Capital Management, Inc. | 0.86% | Reduce -8.6% | 114,423 | $3.6M |
| White Pine Capital LLC | 1.37% | Add +8.0% | 114,277 | $3.6M |
| Atlas Private Wealth Advisors | 0.57% | Add +120.0% | 111,784 | $3.5M |
| Bank of Stockton | 1.12% | Reduce -8.9% | 111,666 | $3.5M |
| Principal Securities, Inc. | 0.10% | Add +0.6% | 110,939 | $3.5M |
| Burke & Herbert Bank & Trust Co. | 0.85% | New | 110,552 | $3.5M |
| Equitable Holdings, Inc. | 0.04% | Add +71.4% | 109,813 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Add +184.7% | 109,779 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +10.4% | 107,019 | $3.4M |
| Cresset Asset Management, LLC | 0.01% | Add +0.6% | 106,746 | $3.4M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -27.8% | 105,046 | $3.3M |
| Alexander Labrunerie & Co., Inc. | 1.80% | Add +6.5% | 104,686 | $3.3M |
| Geneos Wealth Management Inc. | 0.15% | Reduce -8.7% | 104,078 | $3.3M |
| Grey Ledge Advisors, LLC | 0.88% | Reduce -0.0% | 102,268 | $3.2M |
| Sterling Investment Advisors, Ltd. | 0.85% | Reduce -2.4% | 100,062 | $3.2M |
| Penn Mutual Asset Management | 10.14% | No change | 97,300 | $3.1M |
| Glaxis Capital Management, LLC | 5.31% | Add +94.0% | 97,000 | $3.1M |
| KMG Fiduciary Partners, LLC | 0.30% | Add +4.5% | 96,630 | $3.0M |
| Fifth Third Securities, Inc. | 0.28% | Add +22.7% | 94,935 | $3.0M |
| SouthState Bank Corp | 0.21% | Add +2.5% | 93,183 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -30.1% | 92,295 | $2.9M |
| Palouse Capital Management, Inc. | 1.95% | Reduce -2.0% | 92,206 | $2.9M |
| SOL Capital Management CO | 0.35% | Add +9.2% | 91,930 | $2.9M |
| Bouvel Investment Partners, LLC | 1.12% | Add +3.7% | 91,575 | $2.9M |
| Charles Schwab Trust Co | 0.27% | Reduce -2.3% | 91,541 | $2.9M |
| Roman Butler Fullerton & Co. | 0.94% | Reduce -3.0% | 91,421 | $2.9M |
| &partners | 0.13% | Add +1274.3% | 91,293 | $2.9M |
| Rwa Wealth Partners, LLC | 0.04% | Add +0.4% | 89,868 | $2.8M |
| Tidal Investments LLC | 0.04% | Add +330.4% | 89,669 | $2.8M |
| Congress Asset Management Co. | 0.02% | Reduce -6.8% | 89,231 | $2.8M |
| Mutual Advisors, LLC | 0.08% | Reduce -9.7% | 88,066 | $2.8M |
| Guardian Wealth Advisors, LLC | 1.77% | Add +0.6% | 86,225 | $2.7M |
| Howard Wealth Management, LLC | 2.13% | Reduce -6.2% | 85,626 | $2.7M |
| Investors Research Corp | 0.63% | Add +11.7% | 84,798 | $2.7M |
| Graypoint LLC | 0.18% | Add +5.5% | 84,740 | $2.7M |
| Global Assets Advisory, LLC | 4.25% | Add +2.8% | 84,609 | $2.7M |
| Community Bank, N.A. | 0.35% | Add +8.3% | 84,516 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Add +40.9% | 83,487 | $2.6M |
| Hohimer Wealth Management, LLC | 0.61% | Reduce -0.3% | 83,437 | $2.6M |
| Disciplined Investments, LLC | 1.40% | Reduce -1.3% | 83,151 | $2.6M |
| Aletheian Wealth Advisors LLC | 1.37% | Add +19.4% | 82,601 | $2.6M |
| Smith Shellnut Wilson LLC | 1.26% | Add +2.5% | 82,544 | $2.6M |
| Mgo One Seven LLC | 0.12% | Add +93.1% | 82,373 | $2.6M |
| Aprio Wealth Management, LLC | 0.47% | Add +108.8% | 82,001 | $2.6M |
| Clearbridge Investments, LLC | 0.00% | Reduce -4.0% | 79,716 | $2.5M |
| Wendell David Associates Inc. | 0.26% | Reduce -19.8% | 79,450 | $2.5M |
| Arkadios Wealth Advisors | 0.17% | Add +125.6% | 79,438 | $2.5M |
| Mount Lucas Management LP | 0.89% | Reduce -2.7% | 79,058 | $2.5M |
| Invictus Private Wealth, LLC | 0.21% | Add +1.8% | 78,790 | $2.5M |
| First National Corp. /Ma/ | 0.59% | Add +32.0% | 78,235 | $2.5M |
| Atlantic Edge Private Wealth Management, LLC | 0.82% | Reduce -23.2% | 77,616 | $2.4M |
| Little House Capital LLC | 0.77% | Add +4.6% | 77,606 | $2.4M |
| Duncker Streett & Co. Inc. | 0.47% | Add +7.9% | 76,692 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +29.6% | 76,516 | $2.4M |
| Great Diamond Partners, LLC | 0.57% | Reduce -2.8% | 76,459 | $2.4M |
| Corrado Advisors, LLC | 1.53% | Add +0.4% | 75,155 | $2.4M |
| Treynor Bancshares, Inc. | 2.48% | Reduce -60.0% | 75,057 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.24% | Reduce -13.1% | 74,963 | $2.4M |
| St Germain D J Co. Inc. | 0.11% | Reduce -5.0% | 74,826 | $2.4M |
| Fortis Group Advisors, LLC | 0.47% | Reduce -60.6% | 74,293 | $2.3M |
| Transcend Capital Advisors, LLC | 0.17% | Add +14.8% | 73,663 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -11.7% | 73,315 | $2.3M |
| Citadel Advisors | 0.00% | Add +496.4% | 72,979 | $2.3M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -41.7% | 72,588 | $2.3M |
| NBT Bank, N.A. | 0.16% | Reduce -0.4% | 72,568 | $2.3M |
| Eagle Harbor Asset Management Inc. | 2.45% | Add +19.2% | 72,547 | $2.3M |
| Cordatus Wealth Management LLC | 0.86% | New | 72,486 | $2.3M |
| Flagship Harbor Advisors, LLC | 0.14% | Add +247.2% | 72,372 | $2.3M |
| Bessemer Group Inc. | 0.00% | No change | 72,289 | $2.3M |
| Matrix Private Capital Group LLC | 1.41% | Add +5.2% | 71,001 | $2.2M |
| Level Four Advisory Services, LLC | 0.10% | Add +28.9% | 70,769 | $2.2M |
| FOCUS Wealth Advisors, LLC | 1.13% | Add +1.1% | 69,861 | $2.2M |
| Guggenheim Capital LLC | 0.02% | Reduce -9.8% | 68,961 | $2.2M |
| Courier Capital LLC | 0.17% | Add +119.4% | 68,611 | $2.2M |
| Lake Hills Wealth Management, LLC | 1.55% | Add +5.2% | 68,458 | $2.2M |
| Insigneo Advisory Services, LLC | 0.24% | Add +8.5% | 69,113 | $2.2M |
| Wesbanco Bank Inc. | 0.08% | Add +7.9% | 68,117 | $2.1M |
| SPC Financial, Inc. | 0.20% | Reduce -1.3% | 68,048 | $2.1M |
| Beck Bode, LLC | 0.43% | Reduce -17.4% | 67,736 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.54% | New | 67,535 | $2.1M |
| Sharper & Granite LLC | 1.01% | Reduce -7.9% | 67,365 | $2.1M |
| Sei Investments Co. | 0.00% | Reduce -2.5% | 67,266 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -3.9% | 67,069 | $2.1M |
| McRae Capital Management Inc. | 0.48% | No change | 67,001 | $2.1M |
| Ariadne Wealth Management, LP | 1.66% | — | 66,903 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Reduce -1.9% | 66,068 | $2.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.8% | 65,352 | $2.1M |
| Destination Wealth Management | 0.07% | Reduce -0.5% | 65,281 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +24.6% | 65,133 | $2.1M |
| Sierra Capital LLC | 0.27% | Add +15.7% | 64,761 | $2.0M |
| Wayfinding Financial, LLC | 1.15% | Reduce -0.1% | 64,723 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -7.3% | 63,585 | $2.0M |
| Spire Wealth Management | 0.07% | Reduce -52.5% | 63,450 | $2.0M |
| Creegan & Nassoura Financial Group, LLC | 1.35% | Reduce -0.8% | 62,135 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 1.00% | Reduce -1.6% | 61,759 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Reduce -4.2% | 61,428 | $1.9M |
| HFG Advisors, Inc. | 1.80% | Add +1.4% | 61,097 | $1.9M |
| Wetzel Investment Advisors, Inc. | 1.10% | Add +0.4% | 59,299 | $1.9M |
| Donaldson Capital Management, LLC | 0.08% | Reduce -3.2% | 60,302 | $1.9M |
| Checchi Capital Advisers, LLC | 0.15% | Reduce -4.4% | 60,212 | $1.9M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -2.7% | 60,067 | $1.9M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -11.4% | 59,587 | $1.9M |
| Benjamin Edwards Inc. | 0.36% | Add +1.7% | 59,265 | $1.9M |
| TrueWealth Advisors, LLC | 0.69% | Reduce -12.8% | 58,883 | $1.9M |
| Rebalance, LLC | 0.15% | Reduce -85.8% | 58,535 | $1.8M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -1.8% | 58,443 | $1.8M |
| IFG Advisory, LLC | 0.12% | Add +1.3% | 58,331 | $1.8M |
| Stokes Capital Advisors, LLC | 0.51% | Add +6.3% | 57,846 | $1.8M |
| Janney Capital Management LLC | 0.13% | Reduce -3.1% | 57,416 | $1.8M |
| Elevated Capital Advisors, LLC | 0.51% | Add +5.5% | 57,377 | $1.8M |
| Rockingstone Advisors LLC | 0.92% | Add +4.2% | 57,012 | $1.8M |
| TCTC Holdings, LLC | 0.06% | Add +11.7% | 56,952 | $1.8M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.1% | 56,495 | $1.8M |
| Cibc World Market Inc. | 0.00% | Reduce -7.5% | 56,746 | $1.8M |
| GAMMA Investing LLC | 0.24% | Add +125.2% | 56,482 | $1.8M |
| Lanark Financial, Inc. | 0.16% | Reduce -0.4% | 55,824 | $1.8M |
| Faithward Advisors, LLC | 0.32% | Reduce -4.4% | 55,549 | $1.8M |
| TFG Advisers LLC | 0.68% | Add +2.0% | 55,386 | $1.7M |
| Powell Investment Advisors, LLC | 0.90% | Reduce -3.0% | 55,338 | $1.7M |
| Northwest Bancshares, Inc. | 0.30% | Reduce -3.2% | 55,321 | $1.7M |
| Farrell Financial LLC | 1.35% | Add +6.6% | 55,010 | $1.7M |
| City Holding Co. | 0.26% | Reduce -1.9% | 54,921 | $1.7M |
| Realta Investment Advisors | 0.34% | Reduce -13.6% | 54,846 | $1.7M |
| Noesis Capital Mangement Corp. | 0.38% | Reduce -2.0% | 54,733 | $1.7M |
| Pettyjohn, Wood & White, Inc. | 0.33% | Add +10.4% | 53,885 | $1.7M |
| Citizens Financial Group Inc. | 0.04% | Add +56.1% | 53,805 | $1.7M |
| Mathes Company, Inc. | 0.62% | Reduce -2.7% | 53,550 | $1.7M |
| Fortis Capital Management LLC | 0.36% | Add +1.4% | 53,557 | $1.7M |
| Emergent Wealth Advisors, LLC | 1.35% | Add +4.9% | 53,104 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +6.8% | 53,040 | $1.7M |
| Arcataur Capital Management LLC | 0.60% | Reduce -0.5% | 52,967 | $1.7M |
| Sheaff Brock Investment Advisors, LLC | 0.15% | Reduce -1.0% | 52,956 | $1.7M |
| Dynamic Wealth Strategies, LLC | 1.42% | Add +0.1% | 52,532 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Add +55.3% | 52,191 | $1.6M |
| Harbor Advisory Corp. | 0.57% | Reduce -32.4% | 51,971 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Add +34.4% | 51,461 | $1.6M |
| Busey Bank | 0.06% | Reduce -2.2% | 51,424 | $1.6M |
| Shufro Rose & Co. LLC | 0.13% | Reduce -0.0% | 51,135 | $1.6M |
| Curi Capital, LLC | 0.04% | Reduce -11.4% | 50,893 | $1.6M |
| Argonautica Private Wealth Management, Inc. | 0.54% | Add +2.5% | 50,118 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Add +7.9% | 50,084 | $1.6M |
| Old Mission Capital LLC | 0.04% | New | 50,000 | $1.6M |
| Brighton Jones LLC | 0.05% | Add +12.1% | 49,465 | $1.6M |
| Bath Savings Trust Co | 0.16% | Add +6.7% | 48,996 | $1.5M |
| Accel Wealth Management | 0.62% | Reduce -2.7% | 48,873 | $1.5M |
| Berkeley Capital Partners, LLC | 0.46% | Reduce -2.1% | 48,246 | $1.5M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -11.4% | 47,504 | $1.5M |
| Money Concepts Capital Corp. | 0.13% | Add +4.0% | 47,442 | $1.5M |
| Independence Bank of Kentucky | 0.40% | Reduce -4.0% | 47,263 | $1.5M |
| Crabel Capital Management, LLC | 1.83% | Reduce -43.7% | 47,108 | $1.5M |
| Albion Financial Group | 0.11% | Reduce -2.0% | 46,753 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.8% | 46,462 | $1.5M |
| Verity Asset Management, Inc. | 0.57% | Add +99.6% | 45,704 | $1.4M |
| Brave Asset Management Inc. | 0.36% | No change | 45,414 | $1.4M |
| Armstrong Advisory Group, Inc. | 0.13% | Add +27.9% | 45,305 | $1.4M |
| Andrew Hill Investment Advisors, Inc. | 1.18% | New | 45,080 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +419.3% | 44,835 | $1.4M |
| Telos Capital Management, Inc. | 0.16% | Reduce -0.0% | 44,402 | $1.4M |
| Nilsine Partners, LLC | 0.19% | Add +2.6% | 44,176 | $1.4M |
| Prairiewood Capital, LLC | 0.66% | Reduce -6.3% | 44,099 | $1.4M |
| Chatham Capital Group, Inc. | 0.24% | Reduce -4.8% | 43,817 | $1.4M |
| FAS Wealth Partners, Inc. | 0.12% | Add +2.1% | 43,668 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Add +34.5% | 43,382 | $1.4M |
| Aviance Capital Partners, LLC | 0.19% | Add +4.3% | 43,004 | $1.4M |
| Channel Wealth LLC | 0.49% | Reduce -44.4% | 42,973 | $1.4M |
| Essex Financial Services, Inc. | 0.10% | Add +33.0% | 42,805 | $1.4M |
| Crescent Grove Advisors, LLC | 0.15% | Add +1.4% | 42,600 | $1.3M |
| Culbertson A N & Co. Inc. | 0.23% | Reduce -0.9% | 42,401 | $1.3M |
| HCR Wealth Advisors | 0.19% | Add +3.7% | 42,130 | $1.3M |
| FC Advisory LLC | 0.49% | Reduce -0.3% | 41,971 | $1.3M |
| Montecito Bank & Trust | 0.27% | No change | 41,517 | $1.3M |
| Providence First Trust Co | 0.59% | Add +1.5% | 41,291 | $1.3M |
| Cordgrass Capital Advisors, LLC | 0.41% | Add +9.9% | 41,272 | $1.3M |
| Blair William & Co. | 0.00% | Add +3.2% | 40,901 | $1.3M |
| Mma Asset Management LLC | 0.60% | Reduce -0.1% | 40,605 | $1.3M |
| Diversify Wealth Management, LLC | 0.16% | — | 41,036 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +2.1% | 40,416 | $1.3M |
| CMG Global Holdings, LLC | 0.84% | Reduce -0.2% | 40,353 | $1.3M |
| Prospect Financial Services LLC | 0.97% | Add +20.6% | 39,994 | $1.3M |
| Sax Wealth Advisors, LLC | 0.12% | Reduce -11.7% | 39,782 | $1.3M |
| Private Trust Co. NA | 0.14% | Add +0.7% | 39,713 | $1.3M |
| Summit Financial, LLC | 0.06% | Reduce -11.5% | 39,457 | $1.2M |
| Patten & Patten Inc. | 0.09% | Reduce -4.4% | 39,192 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +5.5% | 39,060 | $1.2M |
| Bowie Capital Management, LLC | 0.08% | No change | 39,000 | $1.2M |
| AlphaStar Capital Management, LLC | 0.11% | Add +5.7% | 38,846 | $1.2M |
| Nwam LLC | 0.36% | New | 38,800 | $1.2M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -12.8% | 38,684 | $1.2M |
| Annex Advisory Services, LLC | 0.04% | Add +3.5% | 38,557 | $1.2M |
| Stone Summit Wealth LLC | 0.43% | Reduce -3.0% | 38,240 | $1.2M |
| SageView Advisory Group, LLC | 0.07% | Add +146.9% | 38,078 | $1.2M |
| Sunbelt Securities, Inc. | 0.12% | Add +67.2% | 38,053 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -39.0% | 37,859 | $1.2M |
| Etesian Wealth Advisors, Inc. | 0.67% | Reduce -7.0% | 37,800 | $1.2M |
| United Community Bank | 0.48% | Reduce -1.7% | 37,538 | $1.2M |
| King Wealth Management Group | 0.20% | Reduce -7.8% | 37,518 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Add +7.1% | 37,391 | $1.2M |
| Ipswich Investment Management Co., Inc. | 0.28% | Add +0.3% | 37,364 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Reduce -1.8% | 36,750 | $1.2M |
| Global Trust Asset Management, LLC | 0.47% | Add +2.1% | 37,115 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +239.5% | 37,101 | $1.2M |
| Valley Wealth Managers, Inc. | 0.09% | Reduce -0.1% | 36,382 | $1.1M |
| Wolverine Trading, LLC | 0.02% | Add +361.4% | 36,319 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -27.5% | 36,264 | $1.1M |
| Thrive Capital Management, LLC | 0.52% | New | 35,978 | $1.1M |
| International Assets Investment Management, LLC | 0.11% | Reduce -1.1% | 35,795 | $1.1M |
| American Capital Advisory, LLC | 0.80% | Add +11.2% | 36,059 | $1.1M |
| PFG Investments, LLC | 0.08% | Add +11.6% | 35,344 | $1.1M |
| Sigma Planning Corp | 0.04% | Reduce -42.1% | 35,080 | $1.1M |
| Calton & Associates, Inc. | 0.55% | Reduce -13.4% | 35,027 | $1.1M |
| Lionsbridge Wealth Management LLC | 0.88% | Reduce -1.4% | 34,982 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -0.0% | 34,692 | $1.1M |
| Whittier Trust Co. | 0.02% | Add +5.4% | 34,595 | $1.1M |
| Asset Management One Co., Ltd. | 0.00% | Reduce -8.0% | 34,505 | $1.1M |
| Bank of Nova Scotia | 0.00% | Reduce -7.1% | 34,400 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Reduce -16.2% | 34,197 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -9.0% | 34,052 | $1.1M |
| Orcam Financial Group | 1.15% | Reduce -7.2% | 33,935 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | Add +11.9% | 33,895 | $1.1M |
| SS&H Financial Advisors, Inc. | 0.42% | No change | 33,900 | $1.1M |
| MMBG Investment Advisors Co. | 0.11% | No change | 33,755 | $1.1M |
| Prairie Wealth Advisors, Inc. | 0.54% | Add +1.7% | 33,545 | $1.1M |
| Proficio Capital Partners LLC | 0.11% | Add +74.5% | 33,510 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | Add +17.4% | 33,488 | $1.1M |
| Financial Advocates Investment Management | 0.07% | Add +37.9% | 32,957 | $1.0M |
| Invenio Wealth Partners LLC | 0.51% | Reduce -20.6% | 32,709 | $1.0M |
| Arkos Global Advisors | 0.17% | Add +142.3% | 32,670 | $1.0M |
| WealthTrust Asset Management, LLC | 0.75% | New | 32,440 | $1.0M |
| Northstar Advisory Group, LLC | 0.59% | Reduce -0.1% | 32,344 | $1.0M |
| Caldwell Trust Co | 0.11% | Reduce -7.4% | 32,331 | $1.0M |
| Romano Brothers and Company | 0.14% | Reduce -0.1% | 31,980 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -13.3% | 31,920 | $1.0M |
| EFG Asset Management (Americas) Corp. | 0.20% | Add +7.6% | 31,820 | $1.0M |
| New England Private Wealth Advisors LLC | 0.17% | Reduce -11.9% | 31,792 | $1.0M |
| Primoris Wealth Advisors, LLC | 0.80% | Add +7.5% | 31,771 | $1.0M |
| Lodestar Private Asset Management LLC | 0.14% | Add +0.1% | 31,701 | $1.0M |
| Key Financial Inc | 0.24% | Reduce -0.7% | 31,222 | $985K |
| Brick & Kyle, Associates | 0.41% | Reduce -0.2% | 31,015 | $978K |
| Vigilare Wealth Management | 0.43% | Add +67.9% | 30,840 | $973K |
| McAdam, LLC | 0.06% | Reduce -0.2% | 30,761 | $971K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -10.4% | 30,697 | $968K |
| First National Trust Co | 0.04% | Reduce -53.6% | 30,567 | $964K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -0.8% | 30,566 | $964K |
| AE Wealth Management LLC | 0.01% | Add +5.6% | 30,297 | $956K |
| First Financial Bank - Trust Division | 0.09% | Reduce -13.2% | 30,285 | $955K |
| GYL Financial Synergies, LLC | 0.07% | No change | 30,254 | $955K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -19.6% | 30,137 | $951K |
| Bank of Marin | 0.82% | Add +0.5% | 30,127 | $951K |
| Cherry Tree Wealth Management, LLC | 0.24% | Reduce -4.0% | 30,104 | $950K |
| First Hawaiian Bank | 0.03% | Add +1.4% | 30,059 | $948K |
| Carson Advisory Inc. | 0.66% | Add +94.3% | 29,981 | $946K |
| Wharton Business Group, LLC | 0.05% | Reduce -3.1% | 29,895 | $943K |
| IHT Wealth Management, LLC | 0.03% | Add +0.4% | 29,573 | $933K |
| RMR Capital Management, LLC | 0.85% | Add +0.6% | 29,539 | $932K |
| Cadent Capital Advisors, LLC | 0.38% | Add +8.2% | 29,528 | $932K |
| Montag A & Associates Inc. | 0.05% | Add +12.3% | 29,253 | $923K |
| Ritholtz Wealth Management | 0.03% | Reduce -3.7% | 29,245 | $923K |
| LongView Wealth Management | 0.34% | Reduce -1.1% | 28,824 | $909K |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 28,716 | $906K |
| Haverford Trust Co | 0.01% | Reduce -3.8% | 28,614 | $903K |
| Cornerstone Advisors Asset Management, LLC | 0.25% | Add +6.5% | 28,569 | $901K |
| Investment Advisory Group, LLC | 0.35% | Add +12.7% | 28,538 | $900K |
| Hancock Whitney Corp. | 0.03% | Add +25.8% | 28,512 | $900K |
| HUB Investment Partners, LLC | 0.04% | Add +16.6% | 28,442 | $897K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -48.5% | 28,130 | $887K |
| Axxcess Wealth Management, LLC | 0.02% | Add +3.6% | 28,117 | $887K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -5.9% | 27,934 | $881K |
| Finer Wealth Management, Inc. | 0.57% | Reduce -27.4% | 27,922 | $881K |
| Nicolet Advisory Services, LLC | 0.08% | New | 27,868 | $880K |
| Guidance Point Advisors, LLC | 0.29% | Add +2.8% | 27,880 | $880K |
| RW Investment Management LLC | 0.12% | No change | 27,780 | $876K |
| TD Asset Management Inc | 0.00% | Add +16.5% | 27,653 | $872K |
| Camarda Financial Advisors, LLC | 0.34% | Reduce -1.6% | 27,584 | $870K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -0.1% | 27,404 | $865K |
| Chesapeake Capital Corp. | 1.13% | Reduce -51.4% | 27,265 | $860K |
| Somerset Trust Co | 0.35% | Reduce -0.3% | 27,218 | $859K |
| Sowell Financial Services LLC | 0.04% | Reduce -9.5% | 27,164 | $857K |
| Petix & Botte Co | 0.24% | Add +101.5% | 27,154 | $857K |
| Western Wealth Management, LLC | 0.06% | Reduce -1.0% | 27,135 | $856K |
| Monograph Wealth Advisors, LLC | 0.13% | No change | 27,119 | $856K |
| Pinnacle Associates Ltd. | 0.01% | Add +6.0% | 27,023 | $853K |
| Bellecapital International Ltd. | 0.18% | No change | 27,000 | $852K |
| William Howard & Co Financial Advisors Inc | 0.78% | Reduce -2.0% | 26,912 | $849K |
| Sage Rhino Capital LLC | 0.20% | Add +2.0% | 26,813 | $846K |
| Two Sigma Securities, LLC | 0.04% | Add +0.9% | 26,764 | $844K |
| Investment Planning Advisors, Inc. | 0.43% | — | 26,681 | $842K |
| Am Investment Strategies LLC | 0.21% | Add +0.7% | 26,629 | $840K |
| PFG Advisors | 0.06% | Reduce -20.8% | 26,538 | $837K |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.6% | 26,530 | $837K |
| Willis Johnson & Associates, Inc. | 0.07% | Add +10.6% | 26,155 | $825K |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +19.0% | 26,137 | $825K |
| J. Safra Sarasin Holding AG | 0.01% | — | 26,000 | $820K |
| Rosenberg Matthew Hamilton | 0.24% | Reduce -2.8% | 26,199 | $819K |
| Sage Capital Management, LLC | 0.43% | Add +0.8% | 25,875 | $816K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -4.3% | 25,865 | $816K |
| Financial Counselors Inc. | 0.01% | Reduce -34.0% | 25,842 | $815K |
| Texas Yale Capital Corp. | 0.04% | Add +10.4% | 25,802 | $814K |
| Allworth Financial LP | 0.01% | Add +10.0% | 25,513 | $813K |
| Integrated Advisors Network LLC | 0.04% | Reduce -5.9% | 25,734 | $812K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +94.8% | 25,586 | $807K |
| Parkside Financial Bank & Trust | 0.13% | Reduce -16.6% | 25,584 | $807K |
| Aire Advisors, LLC | 0.18% | Reduce -8.7% | 25,534 | $806K |
| Apriem Advisors | 0.10% | Reduce -31.4% | 25,401 | $801K |
| Prio Wealth Limited Partnership | 0.02% | No change | 25,215 | $796K |
| Townsquare Capital LLC | 0.01% | Add +94.7% | 25,148 | $793K |
| CGN Advisors LLC | 0.09% | Add +18.2% | 24,905 | $786K |
| Blue Trust, Inc. | 0.01% | No change | 24,355 | $785K |
| Moors & Cabot, Inc. | 0.04% | Reduce -14.1% | 24,611 | $776K |
| IFP Advisors, Inc | 0.03% | Reduce -1.5% | 24,517 | $774K |
| Penobscot Investment Management Company, Inc. | 0.07% | Add +13.2% | 24,100 | $760K |
| Strategic Financial Partners, Ltd. | 0.42% | Reduce -2.7% | 23,918 | $755K |
| Schmidt P J Investment Management Inc. | 0.14% | Add +13.5% | 23,666 | $747K |
| LBMC Investment Advisors, LLC | 0.06% | No change | 23,481 | $741K |
| Fiduciary Trust Co | 0.01% | Reduce -6.3% | 23,386 | $738K |
| Carmichael Hill & Associates, Inc. | 0.30% | Add +1.0% | 23,177 | $731K |
| Richwood Investment Advisors, LLC | 0.64% | Reduce -6.9% | 22,996 | $726K |
| Sonata Capital Group Inc. | 0.37% | Reduce -1.0% | 22,773 | $719K |
| Westshore Wealth, LLC | 0.30% | Reduce -67.9% | 22,786 | $719K |
| Boyd Watterson Asset Management LLC | 0.21% | Add +144.5% | 22,656 | $715K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -0.8% | 22,517 | $710K |
| Balboa Wealth Partners | 0.19% | Add +0.5% | 22,442 | $708K |
| Lineweaver Wealth Advisors, LLC | 0.15% | Reduce -2.7% | 22,442 | $708K |
| City State Bank | 0.29% | No change | 22,415 | $707K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -61.9% | 22,300 | $704K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.08% | Add +2.3% | 22,030 | $695K |
| Carret Asset Management, LLC | 0.08% | Reduce -1.7% | 21,935 | $692K |
| Pennsylvania Capital Management Inc. | 0.27% | New | 21,915 | $691K |
| Capital Advisors, Ltd. LLC | 0.09% | Reduce -10.3% | 21,785 | $687K |
| Flputnam Investment Management Co. | 0.01% | Reduce -12.4% | 21,752 | $686K |
| Operose Advisors LLC | 0.24% | Reduce -10.4% | 21,678 | $684K |
| Integris Wealth Management, LLC | 0.20% | Add +1.6% | 21,661 | $683K |
| Delta Capital Management LLC | 0.42% | Reduce -3.1% | 21,650 | $683K |
| Bcwm, LLC | 0.25% | Add +5.3% | 21,640 | $683K |
| Raab & Moskowitz Asset Management LLC | 0.18% | Reduce -1.1% | 21,559 | $680K |
| Clarity Capital Partners LLC | 0.42% | Add +12.2% | 21,492 | $678K |
| Invst, LLC | 0.07% | Reduce -40.7% | 21,551 | $674K |
| Dover Advisors, LLC | 0.42% | Reduce -5.9% | 21,341 | $673K |
| Stableford Capital II LLC | 0.26% | Add +0.4% | 21,030 | $672K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.1% | 21,255 | $671K |
| FinTrust Capital Advisors, LLC | 0.12% | Add +6.4% | 21,231 | $670K |
| Trivium Point Advisory, LLC | 0.10% | New | 21,226 | $670K |
| Alpha Omega Wealth Management LLC | 0.13% | Add +1.3% | 21,213 | $669K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 21,210 | $669K |
| Ethos Financial Group, LLC | 0.12% | Add +17.4% | 21,218 | $669K |
| Lifeworks Advisors, LLC | 0.19% | Reduce -1.7% | 21,202 | $669K |
| Bokf, NA | 0.01% | Reduce -60.4% | 21,160 | $668K |
| Keystone Wealth Services, LLC | 0.21% | Reduce -11.7% | 21,072 | $665K |
| Asset Allocation & Management Company, LLC | 0.44% | No change | 21,000 | $663K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +141.3% | 20,910 | $660K |
| Kovack Advisors, Inc. | 0.07% | Add +14.6% | 20,762 | $655K |
| Investmark Advisory Group LLC | 0.35% | Add +2.0% | 20,732 | $654K |
| Simplicity Wealth,LLC | 0.01% | Reduce -32.2% | 20,677 | $652K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -0.3% | 20,676 | $649K |
| Jacobi Capital Management LLC | 0.06% | Add +15.0% | 20,550 | $648K |
| Northern Trust Corp. | 0.00% | Reduce -22.3% | 20,525 | $648K |
| Staley Capital Advisers Inc. | 0.03% | No change | 20,500 | $647K |
| Beacon Financial Group | 0.07% | Reduce -6.3% | 20,499 | $647K |
| Red Spruce Capital, LLC | 0.30% | Add +5.5% | 20,457 | $645K |
| Melfa Wealth Management, Inc. | 0.45% | Add +6.8% | 20,408 | $644K |
| Cumberland Advisors Inc. | 0.26% | No change | 20,340 | $642K |
| Lane & Associates LLC | 0.38% | Add +28.8% | 20,259 | $639K |
| Mission Wealth Management, LP | 0.02% | Add +2.3% | 20,158 | $636K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -15.0% | 20,083 | $634K |
| Palogic Value Management, L.P. | 0.27% | Add +3.3% | 20,040 | $632K |
| Traynor Capital Management, Inc. | 0.05% | Add +5.7% | 19,887 | $627K |
| Private Client Services, LLC | 0.39% | Reduce -7.0% | 19,844 | $626K |
| Cardiff Park Advisors, LLC | 0.06% | Add +1.3% | 19,808 | $625K |
| Christensen, King & Associates Investment Services, Inc. | 0.31% | Reduce -3.3% | 19,721 | $622K |
| Financial Insights, Inc. | 0.17% | Add +18.0% | 19,650 | $620K |
| MSH Capital Advisors LLC | 0.21% | Add +11.7% | 19,499 | $615K |
| StoneX Group Inc. | 0.05% | Reduce -2.2% | 19,416 | $613K |
| Harvest Volatility Management LLC | 14.61% | No change | 19,330 | $610K |
| Sawgrass Asset Management LLC | 0.07% | No change | 19,326 | $610K |
| Farmers & Merchants Investments Inc. | 0.02% | Add +1175.6% | 19,134 | $604K |
| LJI Wealth Management, LLC | 0.13% | Reduce -0.6% | 19,132 | $604K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -3.5% | 19,036 | $601K |
| Founders Financial Securities LLC | 0.06% | Add +43.6% | 18,945 | $598K |
| Valmark Advisers, Inc. | 0.01% | Add +14.3% | 18,863 | $595K |
| Windham Capital Management, LLC | 0.46% | No change | 18,754 | $592K |
| Evergreen Capital Management LLC | 0.02% | Reduce -1.3% | 18,619 | $587K |
| Cornerstone Capital, Inc. | 0.06% | Reduce -8.9% | 18,539 | $585K |
| VERITY Wealth Advisors | 0.43% | No change | 18,378 | $580K |
| Salem Investment Counselors Inc. | 0.02% | Add +1.7% | 18,326 | $578K |
| Viawealth, LLC | 0.36% | Reduce -19.2% | 18,156 | $573K |
| National Bank of Canada | 0.00% | Reduce -5.0% | 18,230 | $570K |
| Powers Advisory Group, LLC | 0.31% | Add +8.9% | 18,040 | $569K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -3.0% | 18,035 | $569K |
| Jefferies Financial Group Inc. | 0.01% | Add +88.5% | 18,025 | $569K |
| Tradition Wealth Management, LLC | 0.05% | Add +4.7% | 17,870 | $564K |
| Burney Co./ | 0.02% | Reduce -6.8% | 17,857 | $563K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -0.5% | 17,746 | $560K |
| Barry Investment Advisors, LLC | 0.19% | Reduce -10.6% | 17,666 | $557K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.9% | 17,629 | $556K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -7.9% | 17,530 | $553K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -6.0% | 17,522 | $553K |
| Financial Partners Group, Inc | 0.09% | Reduce -0.6% | 17,509 | $552K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -6.7% | 17,450 | $551K |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -9.6% | 17,152 | $541K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -28.4% | 17,121 | $540K |
| Easterly Investment Partners LLC | 0.05% | No change | 17,076 | $539K |
| Choreo, LLC | 0.01% | Add +27.1% | 17,060 | $535K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.7% | 16,939 | $534K |
| Smith, Moore & Co. | 0.05% | Reduce -1.4% | 16,879 | $533K |
| Auour Investments LLC | 0.20% | Add +1.6% | 16,873 | $532K |
| Pallas Capital Advisors LLC | 0.02% | No change | 16,521 | $527K |
| Titleist Asset Management, LLC | 0.08% | Reduce -22.2% | 16,645 | $525K |
| Advisors Asset Management, Inc. | 0.01% | Add +11.3% | 16,562 | $523K |
| Woodmont Investment Counsel LLC | 0.04% | Add +816.4% | 16,477 | $520K |
| Transatlantique Private Wealth LLC | 0.21% | No change | 16,426 | $518K |
| Fort Sheridan Advisors LLC | 0.08% | Add +39.3% | 16,401 | $517K |
| Farther Finance Advisors, LLC | 0.03% | Add +2.4% | 16,506 | $516K |
| Wealth Advisory Solutions, LLC | 0.14% | Reduce -10.3% | 16,162 | $510K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.1% | 16,051 | $506K |
| Burns J W & Co. Inc. | 0.07% | Reduce -9.8% | 15,967 | $504K |
| Boston Research & Management Inc. | 0.13% | Reduce -5.8% | 15,964 | $503K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.5% | 15,865 | $501K |
| KG Capital Management | 0.17% | Add +14.6% | 15,819 | $499K |
| Arax Advisory Partners | 0.05% | Reduce -2.7% | 15,750 | $497K |
| Brightwater Advisory LLC | 0.38% | New | 15,652 | $494K |
| Summa Corp. | 0.24% | No change | 15,600 | $492K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -1.9% | 15,497 | $489K |
| Stolper Co | 0.17% | Add +2.5% | 15,413 | $486K |
| Cascade Financial Partners, LLC | 0.06% | Add +2.1% | 15,342 | $484K |
| TFB Advisors LLC | 0.16% | Reduce -4.7% | 15,298 | $483K |
| O'ROURKE & COMPANY, Inc | 0.27% | Add +5.0% | 15,267 | $482K |
| Fisher Asset Management | 0.00% | New | 15,079 | $476K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +2.5% | 15,062 | $475K |
| FineMark National Bank & Trust | 0.02% | Reduce -57.0% | 15,057 | $475K |
| Midwest Financial Group LLC | 0.30% | Reduce -1.3% | 14,994 | $473K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.13% | Add +415.7% | 14,908 | $470K |
| Lodestone Wealth Management LLC | 0.25% | Reduce -5.1% | 14,907 | $470K |
| Twelve Points Wealth Management LLC | 0.17% | Add +0.2% | 14,892 | $470K |
| Journey Advisory Group, LLC | 0.06% | Reduce -17.1% | 14,780 | $466K |
| Brown Advisory Inc. | 0.00% | Reduce -7.8% | 14,735 | $465K |
| Rareview Capital LLC | 0.44% | Reduce -1.3% | 14,564 | $459K |
| Fortem Financial Group, LLC | 0.20% | No change | 14,563 | $459K |
| KOM Wealth Management Group, LLC | 0.43% | Reduce -34.6% | 14,557 | $459K |
| Evolution Wealth Advisors, LLC | 0.09% | Add +0.9% | 14,483 | $457K |
| LifePro Asset Management | 0.33% | Reduce -24.6% | 14,420 | $455K |
| Bensler, LLC | 0.06% | Reduce -24.0% | 14,331 | $452K |
| Peregrine Asset Advisers, Inc. | 0.18% | Reduce -0.8% | 14,313 | $452K |
| Cypress Capital Group | 0.05% | Add +18.6% | 14,258 | $450K |
| Wulff, Hansen & Co. | 0.44% | Add +76.4% | 14,245 | $449K |
| Ranch Capital Advisors Inc. | 0.23% | Add +5.1% | 14,237 | $449K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -12.0% | 14,179 | $447K |
| Bramshill Investments, LLC | 0.05% | No change | 14,138 | $446K |
| Sweeney & Michel, LLC | 0.19% | Reduce -8.4% | 14,199 | $446K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -7.0% | 14,099 | $445K |
| My Legacy Advisors, LLC | 0.14% | Reduce -1.8% | 14,038 | $443K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +4.3% | 14,017 | $442K |
| Klingman & Associates, LLC | 0.03% | No change | 14,013 | $442K |
| Detalus Advisors, LLC | 0.15% | Reduce -31.7% | 14,009 | $442K |
| Vantage Financial Partners Ltd., Inc. | 0.11% | Add +53.4% | 14,005 | $442K |
| National Philanthropic Trust | 0.01% | No change | 14,000 | $442K |
| Harbor Investment Advisory, LLC | 0.05% | Add +2.8% | 13,972 | $441K |
| Keynote Financial Services LLC | 0.37% | Reduce -6.7% | 13,885 | $438K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 13,807 | $436K |
| North Star Investment Management Corp. | 0.03% | Add +44.0% | 13,803 | $436K |
| Apollon Financial, LLC | 0.14% | Reduce -27.6% | 13,787 | $435K |
| Prepared Retirement Institute LLC | 0.29% | Reduce -6.2% | 13,701 | $432K |
| Flagstar Securities, Inc. | 0.12% | Reduce -9.8% | 13,613 | $429K |
| Ballentine Partners, LLC | 0.01% | No change | 13,600 | $429K |
| Ironwood Financial, llc | 0.10% | Add +0.0% | 13,569 | $428K |
| Benchmark Investment Advisors LLC | 0.31% | Reduce -1.5% | 13,405 | $423K |
| Carr Financial Group Corp | 0.13% | Reduce -35.5% | 13,346 | $421K |
| E&G Advisors, LLC | 0.12% | Reduce -3.6% | 13,334 | $421K |
| Triumph Capital Management | 0.16% | Reduce -6.1% | 13,308 | $420K |
| Prudential PLC | 0.00% | No change | 13,300 | $420K |
| Coordinated Financial Services, Inc. | 0.36% | Reduce -2.5% | 13,294 | $419K |
| MKT Advisors LLC | 0.21% | Reduce -0.0% | 13,299 | $417K |
| Eclectic Associates Inc. | 0.19% | Add +1.5% | 13,221 | $417K |
| Coastwise Capital Group, LLC | 0.40% | Add +0.5% | 13,124 | $414K |
| First Nebraska Trust Co | 0.04% | No change | 12,951 | $409K |
| Bar Harbor Wealth Management | 0.03% | Add +4.5% | 12,938 | $408K |
| SkyOak Wealth, LLC | 0.09% | Reduce -16.3% | 12,886 | $407K |
| Institutional & Family Asset Management, LLC | 0.06% | New | 12,611 | $398K |
| FMR LLC | 0.00% | Reduce -19.0% | 12,537 | $396K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +0.2% | 12,493 | $394K |
| Levy Wealth Management Group, LLC | 0.10% | Add +1.6% | 12,316 | $389K |
| Quattro Financial Advisors LLC | 0.10% | No change | 12,302 | $388K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +23.6% | 12,294 | $388K |
| Sheets Smith Wealth Management | 0.05% | New | 12,288 | $388K |
| Carl P. Sherr & Co., LLC | 0.22% | Add +19.9% | 12,287 | $388K |
| Prosperity Wealth Management, Inc. | 0.19% | New | 12,285 | $388K |
| Park Edge Advisors, LLC | 0.12% | Add +1.5% | 12,251 | $387K |
| Geller Advisors LLC | 0.03% | Add +10.0% | 12,190 | $385K |
| Modera Wealth Management, LLC | 0.01% | Reduce -56.1% | 12,187 | $385K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.6% | 12,242 | $384K |
| WealthPlan Investment Management, LLC | 0.06% | Add +1.5% | 12,176 | $384K |
| Orange Investment Advisors, Inc. | 0.05% | Add +20.9% | 12,140 | $381K |
| SWS Partners | 0.11% | No change | 12,025 | $379K |
| First Merchants Corp. | 0.02% | Reduce -1.6% | 12,023 | $379K |
| Independent Family Office, LLC | 0.22% | Reduce -16.2% | 12,021 | $379K |
| KFG Wealth Management, LLC | 0.15% | Reduce -1.4% | 11,964 | $377K |
| Weaver Consulting Group | 0.13% | Reduce -6.5% | 11,933 | $376K |
| Northcape Wealth Management, LLC | 0.14% | Reduce -2.5% | 11,900 | $375K |
| Fulton Bank, N.A. | 0.02% | No change | 11,827 | $373K |
| Core Wealth Partners LLC | 0.25% | No change | 11,824 | $373K |
| Ehrlich Financial Group | 0.29% | No change | 11,811 | $373K |
| EP Wealth Advisors, LLC | 0.00% | Add +3.0% | 11,778 | $372K |
| RMR Wealth Builders | 0.04% | Add +0.8% | 11,775 | $372K |
| Interactive Financial Advisors, Inc. | 0.20% | Reduce -2.4% | 11,757 | $371K |
| Northwest Financial Advisors | 0.37% | New | 11,616 | $366K |
| Whitener Capital Management, Inc. | 0.11% | New | 11,606 | $366K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +7.2% | 11,582 | $365K |
| Moneco Advisors, LLC | 0.05% | Reduce -11.1% | 11,523 | $364K |
| TD Capital Management LLC | 0.04% | Add +0.3% | 11,410 | $360K |
| Cutler Investment Counsel LLC | 0.05% | Reduce -13.6% | 11,373 | $359K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -1.3% | 11,297 | $356K |
| Principle Wealth Partners LLC | 0.03% | Add +21.8% | 11,226 | $354K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -8.4% | 11,216 | $354K |
| Rathbones Group PLC | 0.00% | No change | 11,207 | $354K |
| Seamount Financial Group Inc. | 0.29% | Add +36.4% | 11,186 | $353K |
| Van Strum & Towne Inc. | 0.13% | Reduce -2.6% | 11,175 | $353K |
| AlphaCentric Advisors LLC | 0.26% | Add +0.7% | 11,157 | $352K |
| Independent Advisor Alliance | 0.01% | New | 11,136 | $351K |
| L.M. Kohn & Company | 0.10% | Reduce -18.3% | 11,131 | $351K |
| Capital Advisory Group Advisory Services, LLC | 0.15% | Add +7.7% | 11,081 | $350K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 11,000 | $347K |
| Chemistry Wealth Management LLC | 0.09% | No change | 10,800 | $341K |
| Associated Banc-Corp | 0.01% | Reduce -4.4% | 10,757 | $339K |
| WealthPLAN Partners, LLC | 0.04% | No change | 10,721 | $338K |
| Clear Creek Financial Management, LLC | 0.04% | Add +17.8% | 10,693 | $337K |
| WASHINGTON TRUST Co | 0.01% | No change | 10,630 | $335K |
| Resurgent Financial Advisors LLC | 0.21% | Reduce -49.7% | 10,625 | $335K |
| NWF Advisory Services Inc. | 0.05% | Reduce -9.2% | 10,575 | $334K |
| Princeton Capital Management LLC | 0.11% | Add +29.7% | 10,526 | $332K |
| Patrick M Sweeney & Associates, Inc. | 0.27% | Add +20.9% | 10,745 | $332K |
| Main Street Financial Solutions, LLC | 0.03% | Add +10.1% | 10,508 | $332K |
| HF Advisory Group, LLC | 0.17% | Reduce -27.8% | 10,489 | $331K |
| GTS Securities LLC | 0.01% | New | 10,484 | $331K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 10,460 | $330K |
| Fortitude Family Office, LLC | 0.19% | Add +1.5% | 10,397 | $328K |
| Greytown Advisors Inc. | 0.19% | No change | 10,330 | $326K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -7.4% | 10,315 | $325K |
| Wilson & Boucher Capital Management, LLC | 0.25% | Reduce -2.8% | 10,300 | $325K |
| Smithfield Trust Co | 0.02% | No change | 10,109 | $321K |
| Atticus Wealth Management, LLC | 0.10% | Add +0.7% | 10,167 | $321K |
| Mid-American Wealth Advisory Group, Inc. | 0.20% | Reduce -33.7% | 10,165 | $321K |
| Warner Financial, Inc. | 0.16% | Add +1.0% | 10,102 | $319K |
| Bristlecone Advisors, LLC | 0.03% | New | 10,085 | $318K |
| Merrion Investment Management Co, LLC | 0.22% | No change | 10,000 | $316K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +21.9% | 10,000 | $316K |
| Afg Fiduciary Services Limited Partnership | 0.22% | Add +0.9% | 9,789 | $312K |
| Collaborative Wealth Managment Inc. | 0.15% | No change | 9,879 | $312K |
| Castleview Partners, LLC | 0.18% | Reduce -23.9% | 9,871 | $311K |
| Bell Bank | 0.03% | No change | 9,747 | $308K |
| Headinvest, LLC | 0.06% | No change | 9,732 | $307K |
| Traction Financial Partners, LLC | 0.22% | Reduce -26.7% | 9,671 | $307K |
| Dodds Wealth, LLC | 0.12% | Add +2.0% | 9,704 | $305K |
| Sfmg, LLC | 0.03% | Add +0.9% | 9,579 | $302K |
| Barrett & Company, Inc. | 0.14% | Reduce -25.3% | 9,578 | $302K |
| Gradient Investments LLC | 0.01% | Reduce -0.2% | 9,573 | $302K |
| Hexagon Capital Partners LLC | 0.07% | Reduce -0.9% | 9,549 | $301K |
| Websterrogers Financial Advisors, LLC | 0.11% | Add +0.3% | 9,489 | $299K |
| TPG Advisors LLC | 0.25% | — | 9,436 | $298K |
| Bank & Trust Co | 0.25% | — | 9,374 | $296K |
| GenWealth Group, Inc. | 0.07% | No change | 9,342 | $295K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Add +0.5% | 9,408 | $294K |
| Venture Visionary Partners LLC | 0.01% | Reduce -35.0% | 9,313 | $294K |
| United Bank | 0.04% | No change | 9,313 | $294K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 9,300 | $293K |
| Winthrop Advisory Group LLC | 0.04% | No change | 9,295 | $293K |
| Sterneck Capital Management, LLC | 0.17% | Reduce -6.2% | 9,210 | $291K |
| Qube Research & Technologies Ltd | 0.00% | New | 9,149 | $289K |
| New Insight Wealth Advisors | 0.17% | Reduce -8.3% | 9,132 | $288K |
| Betterment LLC | 0.00% | Add +42.7% | 9,114 | $288K |
| OMNI 360 Wealth, Inc. | 0.22% | Reduce -2.3% | 9,115 | $288K |
| Proathlete Wealth Management LLC | 0.14% | No change | 9,110 | $287K |
| Quantum Financial Advisors, LLC | 0.05% | No change | 8,997 | $284K |
| City Center Advisors, LLC | 0.33% | No change | 8,806 | $284K |
| Financial Management Professionals, Inc. | 0.04% | Add +39.0% | 8,960 | $283K |
| ProVise Management Group, LLC | 0.02% | Reduce -5.3% | 8,924 | $282K |
| Instrumental Wealth, LLC | 0.29% | Add +13.9% | 8,848 | $280K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +6.9% | 8,855 | $279K |
| J. W. Coons Advisors, LLC | 0.05% | Add +10.0% | 8,830 | $279K |
| Glass Jacobson Investment Advisors llc | 0.10% | Reduce -8.3% | 8,734 | $276K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 8,650 | $273K |
| Provenance Wealth Advisors, LLC | 0.04% | Reduce -37.3% | 8,633 | $272K |
| Karpas Strategies, LLC | 0.09% | Add +0.1% | 8,602 | $271K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 8,585 | $271K |
| 180 Wealth Advisors, LLC | 0.04% | New | 8,299 | $265K |
| 1832 Asset Management L.P. | 0.00% | Reduce -74.0% | 8,394 | $265K |
| Samalin Investment Counsel, LLC | 0.12% | Add +15.5% | 8,334 | $263K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -52.6% | 8,265 | $261K |
| Norris Financial Group, LLC | 0.14% | No change | 8,250 | $260K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -2.0% | 8,248 | $260K |
| Tudor Investment Corporation | 0.00% | Reduce -33.9% | 8,224 | $259K |
| Belpointe Asset Management LLC | 0.02% | Add +13.4% | 8,053 | $254K |
| Old Mission Investment Co LLC | 0.08% | No change | 8,023 | $253K |
| Optimum Investment Advisors | 0.11% | No change | 8,000 | $252K |
| Omega Financial Group, LLC | 0.10% | Reduce -9.8% | 7,977 | $252K |
| McDonald Partners LLC | 0.07% | No change | 7,935 | $250K |
| C2C Wealth Management, LLC | 0.24% | No change | 7,915 | $250K |
| LaSalle St. Investment Advisors, LLC | 0.12% | New | 7,887 | $249K |
| High Falls Advisors, Inc | 0.06% | Reduce -48.5% | 7,886 | $249K |
| Lindbrook Capital, LLC | 0.02% | No change | 7,728 | $244K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -8.4% | 7,726 | $244K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 7,715 | $243K |
| Greenwich Wealth Management LLC | 0.02% | Add +10.2% | 7,697 | $243K |
| Wealth Dimensions Group, Ltd. | 0.07% | Add +17.0% | 7,679 | $242K |
| Wealth Effects LLC | 0.09% | Reduce -49.0% | 7,661 | $242K |
| WealthShield Partners, LLC | 0.04% | Add +10.7% | 7,633 | $241K |
| Drucker Wealth 3.0, LLC | 0.06% | — | 7,590 | $239K |
| Oxbow Advisors, LLC | 0.03% | No change | 7,505 | $237K |
| DLK Investment Management, LLC | 0.10% | No change | 7,500 | $237K |
| FWL Investment Management, LLC | 0.12% | Add +47.1% | 7,492 | $236K |
| Olde Wealth Management, LLC | 0.09% | New | 7,498 | $236K |
| Clare Market Investments LLC | 0.07% | Reduce -1.1% | 7,479 | $236K |
| Measured Wealth Private Client Group, LLC | 0.08% | Add +6.9% | 7,451 | $235K |
| Investment House LLC | 0.01% | No change | 7,448 | $235K |
| Insight Wealth Partners, LLC | 0.15% | Reduce -28.4% | 7,440 | $235K |
| Country Club Bank | 0.02% | New | 7,391 | $234K |
| Slow Capital, Inc. | 0.04% | Reduce -33.3% | 7,326 | $231K |
| Ancora Advisors LLC | 0.01% | Reduce -5.3% | 7,321 | $231K |
| Prudent Man Advisors, LLC | 0.08% | Add +4.2% | 7,320 | $231K |
| Lazari Capital Management, Inc. | 0.10% | Add +8.3% | 7,317 | $231K |
| Millennium Capital Advisors, LLC | 0.15% | Reduce -0.7% | 7,305 | $230K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -2.7% | 7,272 | $229K |
| Northwest Investment Counselors, LLC | 0.06% | Reduce -7.5% | 7,263 | $229K |
| Trustmark Bank Trust Department | 0.02% | No change | 7,239 | $228K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -54.4% | 7,302 | $228K |
| Advisory Alpha, LLC | 0.01% | Reduce -4.6% | 7,215 | $228K |
| Next Level Private LLC | 0.10% | Reduce -54.8% | 7,167 | $226K |
| Tran Capital Management, L.P. | 0.03% | No change | 7,115 | $224K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 7,110 | $224K |
| Avior Wealth Management, LLC | 0.01% | Reduce -13.8% | 7,102 | $224K |
| Keudell/Morrison Wealth Management | 0.07% | No change | 7,093 | $224K |
| Adell Harriman & Carpenter Inc. | 0.02% | Reduce -20.7% | 7,075 | $223K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -13.8% | 7,061 | $223K |
| Tiller Private Wealth, Inc. | 0.10% | New | 7,055 | $223K |
| Balefire, LLC | 0.08% | Add +1.7% | 7,040 | $222K |
| Sanders Morris Harris LLC | 0.04% | New | 7,017 | $221K |
| Charter Oak Capital Management, LLC | 0.02% | Add +0.3% | 6,983 | $220K |
| M&T Bank Corp | 0.00% | Reduce -22.6% | 6,940 | $219K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -92.0% | 6,910 | $218K |
| Archer Investment Corp | 0.06% | Add +0.0% | 6,910 | $218K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.11% | Add +1.0% | 6,878 | $217K |
| ETF Store, Inc. | 0.22% | Reduce -25.6% | 6,877 | $217K |
| Stonegate Investment Group, LLC | 0.01% | No change | 6,874 | $217K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.2% | 6,855 | $216K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,826 | $215K |
| WealthBridge Capital Management, LLC | 0.07% | Reduce -2.2% | 6,815 | $215K |
| Zacks Investment Management | 0.00% | Add +1.2% | 6,800 | $215K |
| NorthRock Partners, LLC | 0.01% | Reduce -62.5% | 6,772 | $214K |
| Tyler-Stone Wealth Management | 0.09% | Reduce -17.5% | 6,732 | $212K |
| Brown, Lisle/Cummings, Inc. | 0.07% | Add +3.9% | 6,681 | $211K |
| Ieq Capital, LLC | 0.00% | New | 6,641 | $210K |
| Moseley Investment Management Inc. | 0.10% | Reduce -1.4% | 6,635 | $209K |
| Harbour Capital Advisors, LLC | 0.05% | Add +3.9% | 6,670 | $209K |
| Wealth Management Associates, Inc. | 0.10% | No change | 6,598 | $208K |
| Sandbox Financial Partners, LLC | 0.08% | New | 6,557 | $207K |
| Everpar Advisors LLC | 0.10% | No change | 6,500 | $205K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -16.1% | 6,487 | $205K |
| Rockland Trust Co. | 0.01% | No change | 6,470 | $204K |
| James Investment Research, Inc. | 0.02% | New | 6,416 | $202K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,390 | $202K |
| World Investment Advisors | 0.01% | New | 6,356 | $201K |
| JTC Employer Solutions Trustee Ltd | 0.01% | Add +34.8% | 6,200 | $196K |
| New England Asset Management Inc. | 0.03% | New | 6,000 | $189K |
| Continuum Advisory, LLC | 0.03% | Reduce -4.4% | 5,927 | $187K |
| Pacific Center for Financial Services | 0.05% | Add +1.5% | 5,663 | $179K |
| FSC Wealth Advisors, LLC | 0.13% | New | 5,578 | $176K |
| Zions Bancorporation, N.A. | 0.01% | New | 5,500 | $174K |
| Clearstead Advisors, LLC | 0.00% | Add +17.2% | 5,485 | $173K |
| Headlands Technologies LLC | 0.02% | Add +30.3% | 5,472 | $173K |
| Wolverine Asset Management LLC | 0.02% | Add +5300.0% | 5,400 | $170K |
| Colonial Trust Co / SC | 0.03% | Add +0.7% | 5,394 | $170K |
| Sound Income Strategies, LLC | 0.01% | Reduce -10.3% | 5,154 | $163K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -3.8% | 5,086 | $160K |
| Maryland Capital Advisors Inc. | 0.09% | New | 5,040 | $159K |
| Lynx Investment Advisory | 0.12% | — | 5,008 | $158K |
| AdvisorNet Financial, Inc | 0.01% | Add +24.1% | 4,888 | $154K |
| Ashton Thomas Securities, LLC | 0.04% | — | 4,720 | $148K |
| Resources Management Corp. /CT/ | 0.02% | Reduce -10.4% | 4,705 | $148K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 4,475 | $141K |
| Wellington Shields & Co., LLC | 0.04% | Add +6.8% | 4,290 | $135K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 4,284 | $135K |
| Raleigh Capital Management Inc. | 0.06% | Reduce -30.4% | 4,155 | $131K |
| Hollencrest Capital Management | 0.01% | Add +1.5% | 4,012 | $127K |
| Nvwm, LLC | 0.03% | No change | 3,946 | $125K |
| Register Financial Advisors LLC | 0.06% | Add +86.7% | 3,878 | $122K |
| Glenmede Trust Co. NA | 0.00% | Reduce -29.3% | 3,845 | $121K |
| Creative Financial Designs Inc. | 0.01% | Add +0.5% | 3,810 | $120K |
| Union Savings Bank | 0.06% | No change | 3,739 | $118K |
| Pacifica Partners Inc. | 0.05% | Add +118.4% | 3,702 | $117K |
| GFS Advisors, LLC | 0.02% | New | 51,105 | $117K |
| Caldwell Sutter Capital, Inc. | 0.06% | Add +8.1% | 3,660 | $115K |
| Bogart Wealth, LLC | 0.01% | Add +3.2% | 3,554 | $112K |
| Sage Mountain Advisors LLC | 0.01% | New | 3,483 | $110K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 3,276 | $103K |
| Atwood & Palmer Inc. | 0.01% | No change | 3,275 | $103K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 3,268 | $103K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 3,175 | $100K |
| Briaud Financial Planning Inc | 0.06% | No change | 3,158 | $99K |
| Colonial Trust Advisors | 0.01% | No change | 3,125 | $99K |
| Rakuten Securities, Inc. | 0.04% | Add +13.5% | 3,064 | $97K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -1.9% | 3,027 | $96K |
| Ransom Advisory, Ltd | 0.05% | Add +200.0% | 3,000 | $95K |
| Larson Financial Group LLC | 0.01% | Add +62.4% | 2,967 | $94K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.3% | 2,938 | $92K |
| Front Row Advisors LLC | 0.03% | Reduce -1.4% | 2,859 | $90K |
| Providence Capital Advisors, LLC | 0.02% | Add +15.1% | 2,790 | $88K |
| Strategic Financial Concepts, LLC | 0.05% | Add +3048.8% | 1,055,797 | $87K |
| CVA Family Office, LLC | 0.02% | Reduce -4.9% | 2,733 | $86K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.8% | 2,692 | $85K |
| Coppell Advisory Solutions LLC | 0.01% | — | 2,688 | $85K |
| PrairieView Partners, LLC | 0.01% | No change | 2,577 | $81K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.3% | 2,501 | $79K |
| Spotlight Asset Group, Inc. | 0.06% | No change | 2,500 | $79K |
| Activest Wealth Management | 0.03% | No change | 2,482 | $78K |
| WFA of San Diego, LLC | 0.07% | — | 2,477 | $78K |
| Westside Investment Management, Inc. | 0.02% | Reduce -9.2% | 2,458 | $78K |
| Avion Wealth | 0.02% | No change | 2,465 | $77K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 2,430 | $77K |
| PSI Advisors, LLC | 0.02% | Add +13.4% | 2,406 | $76K |
| Capital Management Associates | 0.08% | No change | 2,148 | $68K |
| Tsfg, LLC | 0.02% | Reduce -8.9% | 2,139 | $67K |
| Family Asset Management, LLC | 0.04% | Reduce -79.0% | 2,000 | $63K |
| Webster Bank, N. A. | 0.01% | No change | 1,867 | $59K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,833 | $58K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,650 | $52K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Reduce -18.0% | 1,527 | $49K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 1,530 | $48K |
| Wellington Shields Capital Management, LLC | 0.01% | Add +0.2% | 1,433 | $45K |
| JDM Financial Group LLC | 0.03% | No change | 1,405 | $44K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 1,365 | $43K |
| Global Financial Private Client, LLC | 0.02% | Reduce -51.0% | 1,322 | $42K |
| Syntax Research, Inc. | 0.03% | Reduce -9.3% | 1,322 | $42K |
| Jamison Private Wealth Management, Inc. | 0.01% | Reduce -66.0% | 1,318 | $42K |
| NFSG Corp | 0.02% | Reduce -57.0% | 1,317 | $42K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,310 | $41K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -5.9% | 1,266 | $40K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -11.1% | 1,250 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,247 | $39K |
| Howe & Rusling Inc. | 0.00% | Reduce -17.4% | 1,240 | $39K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 1,230 | $39K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 1,143 | $36K |
| Signaturefd, LLC | 0.00% | Add +10.6% | 1,099 | $35K |
| MGB Wealth Management, LLC | 0.01% | New | 1,000 | $32K |
| Islay Capital Management, LLC | 0.02% | No change | 1,000 | $32K |
| McIlrath & Eck, LLC | 0.00% | No change | 970 | $31K |
| Salomon & Ludwin, LLC | 0.00% | No change | 969 | $31K |
| Hobbs Group Advisors, LLC | 0.01% | — | 969 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 962 | $30K |
| Sachetta, LLC | 0.01% | No change | 950 | $30K |
| M&R Capital Management Inc. | 0.01% | No change | 950 | $30K |
| Biltmore Family Office, LLC | 0.01% | No change | 907 | $29K |
| Concord Wealth Partners | 0.01% | Reduce -49.4% | 907 | $29K |
| Viewpoint Capital Management LLC | 0.02% | New | 859 | $27K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 845 | $27K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -13.3% | 782 | $25K |
| Gen-Wealth Partners Inc | 0.01% | No change | 760 | $24K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 750 | $24K |
| S.A. Mason LLC | 0.01% | No change | 740 | $23K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 700 | $22K |
| HM Payson & Co. | 0.00% | No change | 700 | $22K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 693 | $22K |
| Opal Wealth Advisors, LLC | 0.01% | New | 684 | $22K |
| Element Wealth, LLC | 0.01% | Add +91.6% | 665 | $21K |
| UMB Bank, n.a. | 0.00% | Reduce -28.5% | 650 | $21K |
| Chilton Capital Management LLC | 0.00% | No change | 648 | $20K |
| Triad Wealth Partners, LLC | 0.01% | New | 627 | $20K |
| ORG Partners LLC | 0.00% | New | 617 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 610 | $19K |
| Richardson Financial Services Inc. | 0.01% | Reduce -14.3% | 544 | $17K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -75.3% | 531 | $17K |
| Nemes Rush Group LLC | 0.00% | No change | 520 | $16K |
| Horrell Capital Management, Inc. | 0.00% | No change | 500 | $16K |
| Godsey & Gibb, Inc. | 0.00% | No change | 500 | $16K |
| Byrne Asset Management LLC | 0.01% | No change | 475 | $15K |
| Eukles Asset Management | 0.01% | No change | 468 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.7% | 454 | $14K |
| Robbins Farley | 0.01% | No change | 436 | $14K |
| Kelly Financial Services LLC | 0.00% | Reduce -31.4% | 413 | $13K |
| Ridgewood Investments LLC | 0.01% | New | 384 | $12K |
| AllSquare Wealth Management LLC | 0.01% | No change | 358 | $11K |
| Versant Capital Management, Inc | 0.00% | Add +177.5% | 358 | $11K |
| Winch Advisory Services, LLC | 0.00% | Add +1.5% | 342 | $11K |
| Addison Advisors LLC | 0.00% | No change | 339 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.5% | 335 | $11K |
| Aspect Partners, LLC | 0.01% | No change | 334 | $11K |
| Caitlin John, LLC | 0.01% | Add +0.3% | 319 | $10K |
| GS Investments, Inc. | 0.00% | No change | 300 | $9K |
| Bfsg, LLC | 0.00% | No change | 300 | $9K |
| Thompson Investment Management, Inc. | 0.00% | No change | 250 | $8K |
| Great Lakes Retirement, Inc. | 0.00% | New | 249 | $8K |
| Financial Perspectives, Inc | 0.00% | No change | 232 | $7K |
| Friedenthal Financial | 0.00% | Reduce -99.8% | 220 | $7K |
| Ballast Advisors LLC | 0.00% | No change | 200 | $6K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 200 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 167 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 159 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 160 | $5K |
| Beacon Capital Management, LLC | 0.00% | Reduce -71.9% | 157 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 150 | $5K |
| LRI Investments, LLC | 0.00% | No change | 150 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 150 | $5K |
| CNB Bank | 0.00% | No change | 140 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 134 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 112 | $4K |
| Abound Wealth Management | 0.00% | Add +3533.3% | 109 | $3K |
| Bank of New Hampshire | 0.00% | No change | 86 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 85 | $3K |
| Creekmur Asset Management LLC | 0.00% | Add +8100.0% | 82 | $3K |
| Horizon Investments, LLC | 0.00% | Reduce -73.8% | 67 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 65 | $2K |
| Roble, Belko & Company, Inc | 0.00% | New | 63 | $2K |
| Fairscale Capital, LLC | 0.00% | — | 62 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 60 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 52 | $2K |
| Values First Advisors, Inc. | 0.00% | New | 50 | $2K |
| Perkins Coie Trust Co | 0.00% | No change | 50 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +2.2% | 47 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -4.7% | 41 | $1K |
| CGC Financial Services, LLC | 0.00% | Reduce -96.2% | 35 | $1K |
| Tidemark, LLC | 0.00% | Reduce -91.4% | 35 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 24 | $757 |
| PayPay Securities Corp | 0.05% | Reduce -73.2% | 19 | $599 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 14 | $433 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $379 |
| Davis Capital Management | 0.00% | No change | 10 | $315 |
| Iron Horse Wealth Management, LLC | 0.00% | Add +12.5% | 9 | $269 |
| New Millennium Group LLC | 0.00% | New | 7 | $221 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -98.8% | 31 | $81 |
| REAP Financial Group, LLC | 0.00% | Reduce -99.8% | 2 | $57 |
"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.