iShares Preferred & Income SPFFETF
13F holders, Q4 2024 (December 31)1,067holders +45
62new positions
69sold out
3famous investors
$31.45avg. 13F price*
At the end of Q4 2024, 1,067 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, up 45 from Q3 2024. 62 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($802.6M), Morgan Stanley ($516.9M) and Wells Fargo & Company ($322.4M). 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Preferred & Income S
- CUSIP
- 464288687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $120.1M |
| Exits | 69 | $152.9M |
All 13F filers, Q3 2024 → Q4 2024: 15,704,010 shares bought and 11,540,060 shares sold, net +4,163,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,067 holders
| Bank of America Corp. | 0.07% | Add +4.6% | 25,528,125 | $802.6M |
| Morgan Stanley | 0.04% | Add +6.8% | 16,441,162 | $516.9M |
| Wells Fargo & Company | 0.08% | Add +13.4% | 10,254,183 | $322.4M |
| LPL Financial LLC | 0.11% | Add +17.8% | 8,451,693 | $265.7M |
| UBS Group AG | 0.04% | Add +0.1% | 5,892,826 | $185.3M |
| Royal Bank of Canada | 0.03% | Add +1.7% | 4,856,855 | $152.7M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.8% | 4,788,572 | $150.6M |
| Mariner, LLC | 0.19% | Add +2.4% | 3,627,357 | $114.0M |
| BlackRock, Inc. | 0.00% | Reduce -14.2% | 2,649,520 | $83.3M |
| Raymond James Financial Inc. | 0.03% | — | 2,409,945 | $75.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.4% | 2,260,731 | $72.4M |
| US Bancorp \de | 0.09% | Reduce -1.3% | 2,241,337 | $70.5M |
| JPMorgan Chase & Co. | 0.01% | Add +42.5% | 2,071,639 | $65.1M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -1.4% | 2,018,545 | $63.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.09% | Add +7.6% | 1,795,892 | $56.5M |
| Truist Financial Corp. | 0.09% | Add +1.3% | 1,759,697 | $55.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.2% | 1,708,810 | $53.7M |
| First Interstate Bank | 3.19% | Add +1.4% | 1,674,207 | $52.6M |
| Rockefeller Capital Management L.P. | 0.13% | Add +27.1% | 1,570,761 | $49.4M |
| Janney Montgomery Scott LLC | 0.14% | Add +6.2% | 1,555,758 | $48.9M |
| Deutsche Bank AG | 0.02% | Reduce -0.0% | 1,555,375 | $48.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -4.8% | 1,468,424 | $46.2M |
| Hilton Capital Management, LLC | 3.73% | Reduce -5.0% | 1,372,795 | $43.2M |
| Edge Wealth Management LLC | 8.31% | Reduce -1.9% | 1,305,247 | $41.0M |
| Fifth Third Bancorp | 0.14% | Reduce -1.8% | 1,190,393 | $37.4M |
| Dakota Wealth Management | 0.84% | Reduce -1.2% | 1,162,173 | $36.5M |
| Greenleaf Trust | 0.31% | Add +4.9% | 1,085,296 | $34.1M |
| Osaic Holdings, Inc. | 0.08% | Reduce -21.3% | 1,069,957 | $33.6M |
| Cetera Investment Advisers | 0.07% | Add +4.8% | 1,042,174 | $32.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +1.3% | 1,020,932 | $32.1M |
| HighTower Advisors, LLC | 0.04% | Add +7.2% | 934,739 | $29.4M |
| MAI Capital Management | 0.21% | New | 911,580 | $28.7M |
| Stephens Inc. | 0.39% | Reduce -1.7% | 893,444 | $28.1M |
| Baird Financial Group, Inc. | 0.05% | Add +1.7% | 858,762 | $27.0M |
| Townsend & Associates, Inc | 2.70% | Add +2.2% | 821,173 | $26.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.33% | Add +5.5% | 784,978 | $24.7M |
| Montis Financial, LLC | 7.52% | Reduce -0.5% | 774,472 | $24.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -47.4% | 755,882 | $23.8M |
| New York Life Investment Management LLC | 0.23% | Reduce -4.2% | 755,053 | $23.7M |
| Stifel Financial Corp. | 0.02% | Add +8.7% | 749,354 | $23.6M |
| Jaffetilchin Investment Partners, LLC | 1.68% | Add +1.6% | 738,196 | $23.2M |
| Keybank National Association | 0.09% | Reduce -25.2% | 729,235 | $22.9M |
| Summit Financial Wealth Advisors, LLC | 4.27% | Add +0.9% | 694,481 | $21.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -2.9% | 683,449 | $21.5M |
| Corient Private Wealth LP | 0.04% | Reduce -15.5% | 679,367 | $21.4M |
| Insight Wealth Strategies, LLC | 2.86% | Reduce -0.9% | 678,900 | $21.3M |
| Welch & Forbes LLC | 0.26% | Reduce -8.8% | 653,626 | $20.6M |
| SVB Wealth LLC | 0.37% | New | 636,280 | $20.0M |
| MML Investors Services, LLC | 0.07% | Add +12.2% | 632,049 | $19.9M |
| GDS Wealth Management | 1.79% | Add +11.6% | 623,570 | $19.6M |
| Quadrature Capital Ltd | 0.38% | New | 597,925 | $18.8M |
| Cerity Partners LLC | 0.04% | Add +10.1% | 589,228 | $18.5M |
| Susquehanna International Group, LLP | 0.03% | Add +321.9% | 588,376 | $18.5M |
| Country Trust Bank | 0.45% | No change | 568,984 | $17.9M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.28% | No change | 567,500 | $17.8M |
| Citigroup Inc. | 0.02% | Add +11.1% | 541,414 | $17.0M |
| Pure Financial Advisors, LLC | 0.36% | Add +4.3% | 501,245 | $15.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -4.5% | 496,410 | $15.6M |
| Advisors Management Group Inc. | 3.66% | Add +3.4% | 491,787 | $15.5M |
| Robertson Stephens Wealth Management, LLC | 0.54% | Reduce -22.1% | 480,786 | $15.1M |
| Marshall Wace, LLP | 0.02% | Add +30.2% | 472,000 | $14.8M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -13.0% | 470,584 | $14.8M |
| Fulton Breakefield Broenniman LLC | 1.02% | Reduce -9.0% | 454,915 | $14.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +29.0% | 446,002 | $14.0M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +517.5% | 440,917 | $13.9M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -5.5% | 425,908 | $13.7M |
| Parkside Investments, LLC | 2.04% | Add +7.9% | 433,799 | $13.6M |
| Capital Square, LLC | 7.61% | Add +8.6% | 417,615 | $13.4M |
| First Citizens Bank & Trust Co. | 0.24% | Reduce -2.5% | 422,887 | $13.3M |
| SWAN Capital LLC | 6.32% | Add +20.5% | 412,190 | $13.0M |
| Conning Inc. | 0.45% | No change | 390,500 | $12.3M |
| Jane Street Group, LLC | 0.02% | Add +608.3% | 381,204 | $12.0M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -1.6% | 375,150 | $11.8M |
| SBI Securities Co., Ltd. | 0.36% | — | 368,349 | $11.6M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +14.2% | 362,010 | $11.4M |
| Bank of Montreal | 0.01% | Reduce -8.5% | 358,133 | $11.3M |
| Northside Capital Management, LLC | 2.97% | Add +2.8% | 355,075 | $11.2M |
| Florida Trust Wealth Management Co | 0.35% | Reduce -5.9% | 350,693 | $11.0M |
| Strategic Wealth Investment Group, LLC | 0.61% | Reduce -5.9% | 350,151 | $11.0M |
| NewEdge Advisors, LLC | 0.07% | Add +30.9% | 348,733 | $11.0M |
| AMG National Trust Bank | 0.30% | Add +4.5% | 344,270 | $10.8M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +9.0% | 342,213 | $10.8M |
| Horizon Wealth Management, LLC | 1.86% | Reduce -63.9% | 339,738 | $10.7M |
| Cohen & Steers, Inc. | 0.02% | Add +1468.7% | 337,181 | $10.6M |
| Regal Investment Advisors LLC | 0.76% | Reduce -4.1% | 322,066 | $10.1M |
| Westover Capital Advisors, LLC | 2.17% | Reduce -47.2% | 314,182 | $9.9M |
| Synovus Financial Corp. | 0.13% | Reduce -9.3% | 313,840 | $9.9M |
| Focus Partners Wealth | 0.02% | Add +634.2% | 304,591 | $9.6M |
| Collective Family Office LLC | 2.61% | Add +4.7% | 302,099 | $9.5M |
| Vantage Wealth | 1.92% | Add +6.5% | 283,450 | $8.9M |
| Spectrum Asset Management, Inc. | 9.17% | Reduce -12.0% | 280,849 | $8.8M |
| Campbell Capital Management Inc. | 3.41% | Reduce -1.4% | 277,222 | $8.7M |
| Captrust Financial Advisors | 0.02% | Reduce -0.3% | 276,667 | $8.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.37% | Add +8.5% | 272,917 | $8.6M |
| Ballast, Inc. | 2.33% | Reduce -28.0% | 259,517 | $8.2M |
| SP Asset Management LLC | 0.67% | Reduce -10.3% | 254,411 | $8.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.5% | 253,028 | $8.0M |
| Citadel Advisors | 0.01% | Add +6162.0% | 247,976 | $7.8M |
| D.A. Davidson & Co. | 0.06% | Add +15.1% | 247,216 | $7.8M |
| Jones Financial Companies LLLP | 0.01% | Add +110.8% | 231,504 | $7.3M |
| SeaBridge Investment Advisors LLC | 1.52% | Add +12.6% | 231,201 | $7.3M |
| Comerica Bank | 0.03% | Reduce -2.4% | 228,714 | $7.2M |
| Full Sail Capital, LLC | 0.46% | Add +0.6% | 228,530 | $7.2M |
| Mesirow Financial Investment Management, Inc. | 0.14% | Add +2.7% | 228,146 | $7.2M |
| Good Life Advisors, LLC | 0.52% | Reduce -32.5% | 227,969 | $7.2M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -0.3% | 227,103 | $7.1M |
| Stablepoint Partners, LLC | 1.30% | Add +3.5% | 225,517 | $7.1M |
| Park Avenue Securities LLC | 0.07% | Add +19.8% | 221,524 | $7.0M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -2.1% | 217,634 | $6.8M |
| Freedom Day Solutions, LLC | 2.04% | Add +26.3% | 217,477 | $6.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.8% | 214,480 | $6.7M |
| CW Advisors, LLC | 0.09% | Add +13.7% | 213,829 | $6.7M |
| Creative Planning | 0.01% | Add +8.3% | 211,944 | $6.7M |
| Moser Wealth Advisors, LLC | 3.46% | Reduce -2.0% | 211,522 | $6.7M |
| Mountain Hill Investment Partners Corp. | 6.60% | — | 206,095 | $6.5M |
| Alexander Labrunerie & Co., Inc. | 2.87% | Add +94.3% | 203,820 | $6.4M |
| Angeles Wealth Management, LLC | 0.52% | Add +2.7% | 200,124 | $6.3M |
| Centiva Capital, LP | 0.24% | New | 200,000 | $6.3M |
| Prospera Financial Services Inc | 0.15% | Add +13.1% | 198,213 | $6.2M |
| Dynamic Advisor Solutions LLC | 0.27% | Add +2.4% | 196,800 | $6.2M |
| Independent Financial Group, LLC | 0.20% | Add +4.5% | 193,605 | $6.1M |
| Rothschild Investment LLC | 0.40% | Reduce -9.2% | 193,304 | $6.1M |
| Brookstone Capital Management | 0.09% | Add +45.7% | 190,022 | $6.0M |
| Graypoint LLC | 0.35% | Add +82.3% | 186,246 | $5.9M |
| Greenwood Capital Associates LLC | 0.76% | Reduce -22.8% | 185,302 | $5.8M |
| DAVENPORT & Co LLC | 0.03% | Add +15.8% | 180,814 | $5.7M |
| Lido Advisors, LLC | 0.04% | Reduce -22.3% | 180,028 | $5.7M |
| Curran Financial Partners, LLC | 1.49% | Add +11.3% | 179,955 | $5.7M |
| D L Carlson Investment Group Inc. | 1.00% | Reduce -1.1% | 179,157 | $5.6M |
| Beacon Harbor Wealth Advisors, Inc. | 1.30% | Add +4.7% | 177,807 | $5.6M |
| Exencial Wealth Advisors, LLC | 0.20% | Reduce -3.6% | 177,013 | $5.6M |
| Quest Investment Management LLC | 0.65% | Reduce -0.3% | 177,000 | $5.6M |
| Assetmark, Inc. | 0.02% | Add +0.1% | 176,312 | $5.5M |
| Kentucky Trust Co | 3.22% | — | 174,207 | $5.5M |
| Crewe Advisors LLC | 0.75% | Reduce -1.6% | 173,853 | $5.5M |
| RPg Family Wealth Advisory, LLC | 1.91% | Reduce -4.3% | 171,549 | $5.4M |
| MassMutual Private Wealth & Trust, FSB | 0.15% | Add +3.2% | 169,652 | $5.3M |
| Apollon Wealth Management, LLC | 0.12% | Add +11.8% | 169,041 | $5.3M |
| Financial Advisory Partners, LLC | 1.76% | Reduce -5.9% | 168,766 | $5.3M |
| Houlihan Financial Resource Group, Ltd. | 2.25% | Reduce -0.3% | 168,017 | $5.3M |
| Blue Fin Capital, Inc. | 0.96% | Add +0.4% | 166,034 | $5.2M |
| BOS Asset Management, LLC | 1.88% | Add +5.0% | 165,851 | $5.2M |
| Intrepid Financial Planning Group LLC | 2.20% | Reduce -5.2% | 165,385 | $5.2M |
| Courier Capital LLC | 0.35% | Add +61.1% | 163,636 | $5.1M |
| Richmond Investment Services, LLC | 2.82% | — | 159,719 | $5.0M |
| Waverly Advisors, LLC | 0.08% | Reduce -1.7% | 158,763 | $5.0M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -3.4% | 158,450 | $5.0M |
| Jackson, Grant Investment Advisers, Inc. | 1.88% | Add +6.0% | 155,320 | $4.9M |
| Eagle Strategies LLC | 0.83% | Add +8.8% | 151,649 | $4.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -3.3% | 151,251 | $4.8M |
| JT Stratford LLC | 0.78% | Add +5.7% | 150,682 | $4.7M |
| Bank of Stockton | 1.44% | Add +21.7% | 150,647 | $4.7M |
| Cypress Wealth Services, LLC | 0.95% | Reduce -1.1% | 150,502 | $4.7M |
| First American Trust, FSB | 0.47% | Add +7.4% | 149,349 | $4.7M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -5.9% | 149,286 | $4.7M |
| XML Financial, LLC | 0.43% | Add +10.2% | 148,865 | $4.7M |
| Kickstand Ventures, Llc. | 1.19% | Add +1.1% | 147,736 | $4.6M |
| Kades & Cheifetz LLC | 2.32% | Reduce -2.0% | 143,991 | $4.5M |
| GAMMA Investing LLC | 0.39% | Add +4.2% | 143,825 | $4.5M |
| Cornerstone Financial Group, LLC | 4.43% | — | 142,920 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.0% | 141,658 | $4.5M |
| Canandaigua National Bank & Trust Co. | 0.44% | Add +0.6% | 141,360 | $4.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +2.8% | 139,158 | $4.4M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -4.0% | 139,401 | $4.4M |
| Procyon Advisors, LLC | 0.28% | Reduce -1.0% | 138,596 | $4.4M |
| Glaxis Capital Management, LLC | 11.83% | Add +3.0% | 136,000 | $4.3M |
| White Pine Capital LLC | 1.41% | Add +10.2% | 132,935 | $4.2M |
| Peoples Bank | 2.86% | Reduce -0.4% | 131,380 | $4.1M |
| Checchi Capital Advisers, LLC | 0.31% | Add +117.9% | 131,086 | $4.1M |
| Crown Oak Advisors, LLC | 2.10% | No change | 130,000 | $4.1M |
| Redmont Wealth Advisors LLC | 7.04% | Add +2.5% | 129,554 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -6.3% | 128,924 | $4.1M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -6.3% | 128,924 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +25.3% | 127,791 | $4.0M |
| RFG Advisory, LLC | 0.11% | Reduce -0.2% | 127,393 | $4.0M |
| DT Investment Partners, LLC | 0.34% | Add +5.9% | 127,100 | $4.0M |
| Benjamin Edwards Inc. | 0.06% | Add +4.8% | 126,830 | $4.0M |
| Winthrop Capital Management, LLC | 1.06% | New | 126,530 | $4.0M |
| Equitable Holdings, Inc. | 0.04% | Reduce -7.7% | 125,748 | $4.0M |
| Financial Advocates Investment Management | 0.23% | Add +214.2% | 125,565 | $3.9M |
| Principal Financial Group Inc. | 0.00% | New | 123,000 | $3.9M |
| Schroder Investment Management Group | 0.00% | No change | 123,030 | $3.9M |
| Hilltop Holdings Inc. | 0.24% | Add +325.1% | 122,414 | $3.8M |
| Perennial Advisors, LLC | 0.83% | — | 121,488 | $3.8M |
| Shulman DeMeo Asset Management LLC | 1.02% | Reduce -3.1% | 120,582 | $3.8M |
| Fragasso Financial Advisors Inc | 0.29% | Reduce -2.5% | 120,541 | $3.8M |
| Fortress Financial Solutions, LLC | 5.38% | — | 120,086 | $3.8M |
| Ibex Wealth Advisors | 0.44% | New | 119,447 | $3.8M |
| MIdWestOne Financial Group, Inc. | 0.53% | Reduce -10.1% | 119,005 | $3.7M |
| Parallel Advisors, LLC | 0.08% | Add +2.2% | 118,372 | $3.7M |
| Fiera Capital Corp | 0.01% | Reduce -3.8% | 118,078 | $3.7M |
| Rwa Wealth Partners, LLC | 0.05% | Add +12.2% | 117,852 | $3.7M |
| Curbstone Financial Management Corp | 0.78% | Reduce -1.3% | 117,413 | $3.7M |
| Cresset Asset Management, LLC | 0.02% | Add +6.9% | 116,170 | $3.7M |
| Sagace Wealth Management LLC | 2.72% | New | 115,325 | $3.6M |
| Burke & Herbert Bank & Trust Co. | 0.83% | Add +1.7% | 111,887 | $3.5M |
| Cary Street Partners Financial LLC | 0.11% | — | 111,193 | $3.5M |
| Knightsbridge Asset Management, LLC | 0.82% | Add +245.8% | 111,072 | $3.5M |
| Atlas Private Wealth Advisors | 0.49% | Reduce -2.7% | 109,094 | $3.4M |
| Investors Research Corp | 0.75% | Add +13.0% | 108,796 | $3.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.98% | Reduce -7.2% | 107,203 | $3.4M |
| Fifth Third Securities, Inc. | 0.29% | Add +7.3% | 106,752 | $3.4M |
| Community Bank, N.A. | 0.43% | Add +10.9% | 106,657 | $3.4M |
| Centaurus Financial, Inc. | 0.20% | Reduce -19.1% | 106,486 | $3.3M |
| RMR Capital Management, LLC | 2.49% | Add +258.2% | 106,456 | $3.3M |
| Davidson Investment Advisors | 0.16% | Reduce -2.3% | 106,017 | $3.3M |
| Summit Financial, LLC | 0.12% | Add +1.4% | 105,644 | $3.3M |
| Allworth Financial LP | 0.02% | Add +330.2% | 102,685 | $3.3M |
| Congress Asset Management Co. | 0.02% | Add +28.8% | 103,884 | $3.3M |
| Crews Bank & Trust | 0.55% | — | 103,620 | $3.3M |
| Grey Ledge Advisors, LLC | 0.84% | Add +0.2% | 102,927 | $3.2M |
| &partners | 0.04% | Reduce -18.2% | 101,025 | $3.2M |
| Liberty Capital Management, Inc. | 0.71% | Reduce -7.8% | 102,440 | $3.2M |
| Safe Harbor Fiduciary, LLC | 3.26% | Reduce -1.0% | 101,756 | $3.2M |
| Sowa Financial Group, Inc. | 1.99% | Reduce -50.2% | 101,099 | $3.2M |
| Capstone Wealth Management Group LLC | 2.41% | — | 100,869 | $3.2M |
| Level Four Advisory Services, LLC | 0.13% | Add +14.4% | 100,568 | $3.2M |
| Wealth Advisory Solutions, LLC | 0.88% | Add +481.9% | 100,175 | $3.1M |
| Cibc World Market Inc. | 0.01% | Reduce -0.1% | 99,265 | $3.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.6% | 98,405 | $3.1M |
| Penn Mutual Asset Management | 7.92% | No change | 97,300 | $3.1M |
| Cwm, LLC | 0.01% | Add +6.1% | 97,029 | $3.1M |
| ForthRight Wealth Management, LLC | 1.01% | Reduce -6.0% | 96,798 | $3.0M |
| OneDigital Investment Advisors LLC | 0.04% | Add +16.0% | 96,383 | $3.0M |
| Cordatus Wealth Management LLC | 0.80% | Add +32.0% | 96,303 | $3.0M |
| SOL Capital Management CO | 0.34% | Add +1.5% | 96,235 | $3.0M |
| IMA Advisory Services, Inc. | 0.36% | Reduce -0.3% | 96,020 | $3.0M |
| Bouvel Investment Partners, LLC | 1.09% | Add +1.1% | 95,770 | $3.0M |
| Aprio Wealth Management, LLC | 0.44% | Add +16.0% | 95,725 | $3.0M |
| TRUE Private Wealth Advisors | 0.36% | Reduce -33.7% | 93,630 | $2.9M |
| Andrew Hill Investment Advisors, Inc. | 2.15% | Add +16.7% | 92,232 | $2.9M |
| Roman Butler Fullerton & Co. | 0.92% | Reduce -6.4% | 89,479 | $2.9M |
| Sterling Investment Advisors, Ltd. | 0.70% | Add +1.1% | 91,618 | $2.9M |
| KMG Fiduciary Partners, LLC | 0.24% | Reduce -3.3% | 91,356 | $2.9M |
| MYDA Advisors LLC | 0.81% | New | 90,000 | $2.8M |
| Global Assets Advisory, LLC | 1.56% | Reduce -0.1% | 88,726 | $2.8M |
| SouthState Bank Corp | 0.18% | Reduce -6.5% | 88,701 | $2.8M |
| Econ Financial Services Corp | 1.59% | New | 88,308 | $2.8M |
| Moran Wealth Management, LLC | 0.09% | Reduce -34.0% | 87,649 | $2.8M |
| Palouse Capital Management, Inc. | 1.81% | Reduce -3.3% | 86,367 | $2.7M |
| Eagle Harbor Asset Management Inc. | 2.71% | Add +15.7% | 86,201 | $2.7M |
| Aletheian Wealth Advisors LLC | 1.60% | Add +1.7% | 86,142 | $2.7M |
| Smith Shellnut Wilson LLC | 1.19% | Add +3.7% | 85,737 | $2.7M |
| Mount Lucas Management LP | 0.93% | Add +2.2% | 84,626 | $2.7M |
| Invictus Private Wealth, LLC | 0.20% | Add +3.9% | 82,854 | $2.6M |
| Old Mission Capital LLC | 0.06% | Add +39.5% | 82,744 | $2.6M |
| Dumont & Blake Investment Advisors LLC | 0.69% | Reduce -6.2% | 81,270 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -47.2% | 79,671 | $2.5M |
| Little House Capital LLC | 0.72% | Add +4.7% | 80,133 | $2.5M |
| Howard Wealth Management, LLC | 1.36% | Reduce -7.3% | 79,917 | $2.5M |
| Disciplined Investments, LLC | 1.23% | Add +0.0% | 79,537 | $2.5M |
| Matrix Private Capital Group LLC | 1.42% | Reduce -0.5% | 79,330 | $2.5M |
| Old National Bancorp | 0.06% | Reduce -28.8% | 79,092 | $2.5M |
| Guardian Wealth Advisors, LLC | 1.59% | Reduce -10.4% | 79,062 | $2.5M |
| CreativeOne Wealth, LLC | 0.08% | Add +9.1% | 78,829 | $2.5M |
| Sei Investments Co. | 0.00% | Add +24.8% | 78,807 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +7.6% | 78,716 | $2.5M |
| SageView Advisory Group, LLC | 0.11% | Add +1.0% | 78,513 | $2.5M |
| First National Corp. /Ma/ | 0.56% | Add +5.4% | 78,496 | $2.5M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +444.6% | 78,006 | $2.5M |
| Great Diamond Partners, LLC | 0.63% | Add +0.9% | 77,896 | $2.4M |
| Mgo One Seven LLC | 0.09% | Reduce -6.2% | 77,686 | $2.4M |
| Arkadios Wealth Advisors | 0.13% | Reduce -17.4% | 77,671 | $2.4M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -2.8% | 76,935 | $2.4M |
| Cim, LLC | 0.34% | New | 76,572 | $2.4M |
| Mutual Advisors, LLC | 0.07% | Reduce -2.5% | 75,658 | $2.4M |
| Cannon Wealth Management Services, LLC | 2.05% | Reduce -8.8% | 75,765 | $2.4M |
| Fortis Group Advisors, LLC | 0.44% | Reduce -0.8% | 75,616 | $2.4M |
| Duncker Streett & Co. Inc. | 0.44% | Reduce -5.3% | 75,343 | $2.4M |
| Treynor Bancshares, Inc. | 2.49% | Reduce -4.0% | 75,130 | $2.4M |
| NBT Bank, N.A. | 0.16% | Reduce -3.0% | 74,452 | $2.3M |
| Insigneo Advisory Services, LLC | 0.24% | Add +4.7% | 74,448 | $2.3M |
| St Germain D J Co. Inc. | 0.11% | Reduce -0.7% | 73,782 | $2.3M |
| Hohimer Wealth Management, LLC | 0.44% | Reduce -12.4% | 73,602 | $2.3M |
| Falcon Wealth Planning | 0.25% | Reduce -88.8% | 72,378 | $2.3M |
| Ariadne Wealth Management, LP | 1.04% | Add +7.3% | 71,776 | $2.3M |
| AE Wealth Management LLC | 0.02% | Add +65.3% | 71,678 | $2.3M |
| Zacks Investment Management | 0.02% | Add +938.8% | 71,497 | $2.2M |
| Atlantic Edge Private Wealth Management, LLC | 0.70% | Reduce -3.6% | 71,430 | $2.2M |
| TD Asset Management Inc | 0.00% | Reduce -29.6% | 70,680 | $2.2M |
| Infinity Wealth Counsel, LLC | 2.36% | — | 70,369 | $2.2M |
| Fagan Associates, Inc. | 0.35% | Add +6.8% | 69,762 | $2.2M |
| International Assets Investment Management, LLC | 0.18% | New | 68,376 | $2.2M |
| Lake Hills Wealth Management, LLC | 1.49% | Add +7.5% | 69,172 | $2.2M |
| FOCUS Wealth Advisors, LLC | 1.15% | Add +0.4% | 69,134 | $2.2M |
| Principal Securities, Inc. | 0.05% | Reduce -11.2% | 68,989 | $2.2M |
| Atria Investments, Inc | 0.03% | Reduce -37.7% | 68,916 | $2.2M |
| Sound View Wealth Advisors Group, LLC | 0.17% | Reduce -5.6% | 68,679 | $2.2M |
| Bessemer Group Inc. | 0.00% | No change | 68,364 | $2.1M |
| Destination Wealth Management | 0.07% | Add +0.7% | 67,752 | $2.1M |
| Wesbanco Bank Inc. | 0.07% | Add +0.0% | 67,735 | $2.1M |
| Canandaigua National Trust Co of Florida | 1.64% | Add +11.8% | 66,683 | $2.1M |
| SPC Financial, Inc. | 0.18% | Add +0.5% | 66,548 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.51% | Reduce -6.3% | 65,898 | $2.1M |
| Wendell David Associates Inc. | 0.20% | Reduce -16.5% | 65,775 | $2.1M |
| Arkos Global Advisors | 0.30% | Add +43.7% | 65,616 | $2.1M |
| Tudor Investment Corporation | 0.02% | New | 65,313 | $2.1M |
| Charles Schwab Trust Co | 0.17% | Reduce -22.5% | 64,509 | $2.0M |
| Clearbridge Investments, LLC | 0.00% | Reduce -19.5% | 64,182 | $2.0M |
| TFG Advisers LLC | 0.72% | Add +11.8% | 64,079 | $2.0M |
| Stokes Capital Advisors, LLC | 0.52% | Add +1.9% | 63,987 | $2.0M |
| HSBC Holdings PLC | 0.00% | Reduce -20.1% | 63,485 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Add +2.0% | 63,442 | $2.0M |
| IFP Advisors, Inc | 0.07% | Add +287.4% | 63,374 | $2.0M |
| Moulton Wealth Management, Inc. | 1.52% | New | 62,811 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -6.1% | 61,800 | $1.9M |
| Donaldson Capital Management, LLC | 0.07% | Add +1.7% | 61,412 | $1.9M |
| Creegan & Nassoura Financial Group, LLC | 1.29% | Reduce -1.2% | 61,160 | $1.9M |
| Sharper & Granite LLC | 0.84% | Add +5.0% | 60,968 | $1.9M |
| Millennium Management | 0.00% | New | 60,438 | $1.9M |
| HFG Advisors, Inc. | 1.66% | Add +0.9% | 60,377 | $1.9M |
| TCTC Holdings, LLC | 0.07% | Add +0.4% | 60,184 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.84% | Reduce -0.9% | 59,813 | $1.9M |
| Independent Advisor Alliance | 0.02% | Add +434.9% | 59,581 | $1.9M |
| Spire Wealth Management | 0.06% | Reduce -0.2% | 58,891 | $1.9M |
| Chicago Partners Investment Group LLC | 0.06% | Add +3.8% | 58,237 | $1.8M |
| Brighton Jones LLC | 0.05% | Add +43.0% | 58,132 | $1.8M |
| Farrell Financial LLC | 1.30% | Add +1.4% | 57,993 | $1.8M |
| McRae Capital Management Inc. | 0.36% | Reduce -12.7% | 57,901 | $1.8M |
| Janney Capital Management LLC | 0.12% | Add +2.8% | 57,848 | $1.8M |
| Dynamic Wealth Strategies, LLC | 1.62% | Add +5.4% | 57,771 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +34.1% | 57,443 | $1.8M |
| Citizens Financial Group Inc. | 0.03% | Reduce -16.6% | 56,955 | $1.8M |
| Berkeley Capital Partners, LLC | 0.50% | Add +3.9% | 56,931 | $1.8M |
| Curi Capital, LLC | 0.04% | Add +10.2% | 56,629 | $1.8M |
| Emergent Wealth Advisors, LLC | 1.28% | Add +4.1% | 56,106 | $1.8M |
| Cadent Capital Advisors, LLC | 0.61% | Add +1.9% | 55,989 | $1.8M |
| First National Trust Co | 0.07% | Add +9.6% | 55,642 | $1.7M |
| Fortis Capital Management LLC | 0.32% | Add +2.1% | 55,563 | $1.7M |
| Tudor Financial Inc. | 1.02% | Reduce -5.4% | 55,521 | $1.7M |
| Powell Investment Advisors, LLC | 0.81% | Reduce -1.2% | 55,453 | $1.7M |
| Post Resch Tallon Group Inc. | 1.68% | — | 54,516 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +4.7% | 54,780 | $1.7M |
| Talon Private Wealth, LLC | 0.36% | Add +331.3% | 54,748 | $1.7M |
| IFG Advisory, LLC | 0.10% | Reduce -6.8% | 54,006 | $1.7M |
| Western Wealth Management, LLC | 0.09% | Add +2.4% | 53,343 | $1.7M |
| Bath Savings Trust Co | 0.17% | Reduce -0.7% | 53,070 | $1.7M |
| Armstrong Advisory Group, Inc. | 0.13% | Add +1.3% | 52,975 | $1.7M |
| Arcataur Capital Management LLC | 0.55% | Reduce -0.7% | 51,787 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Reduce -21.6% | 51,772 | $1.6M |
| Noesis Capital Mangement Corp. | 0.31% | Reduce -0.3% | 51,515 | $1.6M |
| Argonautica Private Wealth Management, Inc. | 0.52% | Add +0.6% | 51,106 | $1.6M |
| Shufro Rose & Co. LLC | 0.12% | Reduce -0.7% | 50,785 | $1.6M |
| Northern Trust Corp. | 0.00% | Add +92.1% | 50,745 | $1.6M |
| Prospect Financial Services LLC | 0.87% | Add +15.3% | 50,609 | $1.6M |
| Somerset Trust Co | 0.60% | Add +7.9% | 50,493 | $1.6M |
| Sheaff Brock Investment Advisors, LLC | 0.14% | Reduce -11.8% | 49,850 | $1.6M |
| Thrive Capital Management, LLC | 0.72% | Add +58.6% | 49,822 | $1.6M |
| Essex Financial Services, Inc. | 0.11% | Add +20.4% | 49,630 | $1.6M |
| Balanced Wealth Group LLC | 0.70% | Reduce -60.5% | 49,730 | $1.6M |
| City Holding Co. | 0.22% | Reduce -8.0% | 49,145 | $1.5M |
| Grandview Asset Management LLC | 0.56% | New | 48,409 | $1.5M |
| Rockingstone Advisors LLC | 0.67% | Reduce -1.1% | 48,257 | $1.5M |
| Northwest Bancshares, Inc. | 0.28% | Reduce -11.7% | 48,110 | $1.5M |
| Wetzel Investment Advisors, Inc. | 0.75% | Reduce -14.5% | 47,877 | $1.5M |
| Carson Advisory Inc. | 1.05% | Add +11.8% | 47,850 | $1.5M |
| Etesian Wealth Advisors, Inc. | 0.66% | Reduce -8.3% | 47,800 | $1.5M |
| Sax Wealth Advisors, LLC | 0.12% | Add +7.5% | 47,540 | $1.5M |
| Fogel Capital Management, Inc. | 0.74% | New | 46,550 | $1.5M |
| PFG Investments, LLC | 0.09% | Add +18.7% | 46,194 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.42% | Add +2.9% | 46,074 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -0.9% | 45,963 | $1.4M |
| Money Concepts Capital Corp. | 0.11% | Reduce -4.5% | 45,892 | $1.4M |
| Financial Insights, Inc. | 0.56% | Add +1.4% | 45,800 | $1.4M |
| Pettyjohn, Wood & White, Inc. | 0.26% | Reduce -4.0% | 45,525 | $1.4M |
| Brave Asset Management Inc. | 0.45% | No change | 45,414 | $1.4M |
| Prairiewood Capital, LLC | 0.61% | Add +1.9% | 45,175 | $1.4M |
| Aviance Capital Partners, LLC | 0.20% | Add +5.2% | 45,085 | $1.4M |
| Sierra Capital LLC | 0.17% | Reduce -3.0% | 44,842 | $1.4M |
| Crescent Grove Advisors, LLC | 0.14% | Add +3.8% | 44,831 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -3.3% | 44,628 | $1.4M |
| Primoris Wealth Advisors, LLC | 1.07% | Reduce -0.3% | 44,581 | $1.4M |
| Nilsine Partners, LLC | 0.15% | Reduce -3.2% | 44,320 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.9% | 44,110 | $1.4M |
| Sunbelt Securities, Inc. | 0.12% | Add +4.3% | 44,083 | $1.4M |
| Accel Wealth Management | 0.52% | Reduce -5.0% | 43,593 | $1.4M |
| FC Advisory LLC | 0.46% | Add +1.5% | 43,479 | $1.4M |
| Harbor Advisory Corp. | 0.44% | Reduce -9.5% | 42,791 | $1.3M |
| HCR Wealth Advisors | 0.17% | Add +1.9% | 42,710 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Reduce -17.8% | 42,170 | $1.3M |
| Montecito Bank & Trust | 0.23% | Reduce 0.0% | 41,516 | $1.3M |
| CMG Global Holdings, LLC | 0.72% | Add +1.1% | 40,798 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +7.7% | 41,356 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +1.3% | 41,275 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | Reduce -5.2% | 41,226 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +19.2% | 41,090 | $1.3M |
| Ameritas Advisory Services, LLC | 0.04% | Add +21.1% | 40,969 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +1.2% | 40,312 | $1.3M |
| Mathes Company, Inc. | 0.46% | Reduce -28.1% | 40,150 | $1.3M |
| Independence Bank of Kentucky | 0.19% | Reduce -3.0% | 40,062 | $1.3M |
| TrueWealth Advisors, LLC | 0.41% | Reduce -20.2% | 39,299 | $1.2M |
| Mma Asset Management LLC | 0.54% | Reduce -67.4% | 39,292 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -10.7% | 39,172 | $1.2M |
| Invenio Wealth Partners LLC | 0.52% | Reduce -0.2% | 39,162 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +27.3% | 39,096 | $1.2M |
| Culbertson A N & Co. Inc. | 0.19% | Reduce -8.1% | 38,970 | $1.2M |
| Providence First Trust Co | 0.46% | Reduce -5.5% | 38,961 | $1.2M |
| Tidal Investments LLC | 0.01% | Reduce -1.1% | 38,578 | $1.2M |
| Albion Financial Group | 0.08% | Reduce -3.9% | 38,066 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Add +2.7% | 38,063 | $1.2M |
| Hancock Whitney Corp. | 0.04% | Add +55.8% | 37,860 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -11.3% | 37,808 | $1.2M |
| Simplicity Wealth,LLC | 0.25% | Reduce -2.2% | 37,779 | $1.2M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -9.3% | 37,707 | $1.2M |
| North Forty Two & Co. | 1.36% | — | 37,424 | $1.2M |
| Ipswich Investment Management Co., Inc. | 0.28% | No change | 37,364 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -33.7% | 37,239 | $1.2M |
| Financial Partners Group, Inc | 0.17% | No change | 36,898 | $1.2M |
| Trivium Point Advisory, LLC | 0.15% | Add +83.3% | 36,863 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.25% | Add +25.8% | 36,809 | $1.2M |
| Chatham Capital Group, Inc. | 0.19% | Reduce -13.4% | 36,577 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.9% | 36,460 | $1.1M |
| R.H. Investment Group, LLC | 1.08% | — | 36,450 | $1.1M |
| United Community Bank | 0.44% | No change | 35,853 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.08% | Add +5.8% | 35,836 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Add +10.7% | 35,807 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -8.6% | 35,795 | $1.1M |
| American Capital Advisory, LLC | 0.62% | Reduce -1.6% | 35,424 | $1.1M |
| King Wealth Management Group | 0.16% | Reduce -1.4% | 35,389 | $1.1M |
| Calton & Associates, Inc. | 0.49% | Add +25.4% | 35,145 | $1.1M |
| SS&H Financial Advisors, Inc. | 0.40% | Add +3.0% | 34,900 | $1.1M |
| Chesapeake Capital Corp. | 1.11% | Reduce -0.5% | 34,716 | $1.1M |
| Choreo, LLC | 0.02% | Add +90.7% | 34,542 | $1.1M |
| Strategic Financial Concepts, LLC | 0.21% | Add +3.4% | 34,467 | $1.1M |
| Bank of Nova Scotia | 0.00% | No change | 34,400 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +1.2% | 33,802 | $1.1M |
| Realta Investment Advisors | 0.44% | Reduce -16.0% | 33,659 | $1.1M |
| FAS Wealth Partners, Inc. | 0.09% | Reduce -22.9% | 34,136 | $1.1M |
| Orcam Financial Group | 1.03% | Add +0.2% | 33,944 | $1.1M |
| Prairie Wealth Advisors, Inc. | 0.51% | Add +0.5% | 33,855 | $1.1M |
| MMBG Investment Advisors Co. | 0.11% | No change | 33,755 | $1.1M |
| Rik Saylor Financial, Inc. | 0.97% | — | 33,342 | $1.0M |
| New England Private Wealth Advisors LLC | 0.17% | Add +0.6% | 33,142 | $1.0M |
| Telos Capital Management, Inc. | 0.11% | Reduce -25.9% | 33,022 | $1.0M |
| Lodestar Private Asset Management LLC | 0.13% | Add +9.3% | 32,995 | $1.0M |
| Lionsbridge Wealth Management LLC | 0.87% | Reduce -4.5% | 32,872 | $1.0M |
| Financial Counselors Inc. | 0.01% | Add +29.6% | 32,744 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -4.1% | 32,710 | $1.0M |
| Objective Capital Management, LLC | 0.69% | Add +18.4% | 32,689 | $1.0M |
| Crestwood Advisors Group, LLC | 0.02% | Add +2.4% | 32,543 | $1.0M |
| StoneX Group Inc. | 0.06% | Add +79.5% | 32,522 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Reduce -4.6% | 32,512 | $1.0M |
| Whittier Trust Co. | 0.01% | No change | 32,254 | $1.0M |
| Diversify Wealth Management, LLC | 0.08% | Reduce -17.6% | 32,613 | $1.0M |
| Romano Brothers and Company | 0.13% | Reduce -0.6% | 32,055 | $1.0M |
| Northstar Advisory Group, LLC | 0.51% | Reduce -0.2% | 31,961 | $1.0M |
| PFG Advisors | 0.06% | Reduce -1.3% | 31,746 | $998K |
| Bank of Marin | 0.79% | Reduce -0.7% | 31,578 | $993K |
| GWN Securities Inc. | 0.26% | — | 30,869 | $989K |
| Beck Bode, LLC | 0.18% | Reduce -32.0% | 31,439 | $988K |
| Stone Summit Wealth LLC | 0.33% | Reduce -10.4% | 31,410 | $988K |
| Busey Bank | 0.03% | Reduce -3.6% | 31,389 | $987K |
| WealthTrust Asset Management, LLC | 0.71% | Add +4.2% | 31,370 | $986K |
| Bcwm, LLC | 0.35% | — | 31,240 | $982K |
| Haverford Trust Co | 0.01% | No change | 31,098 | $978K |
| Infrastructure Capital Advisors, LLC | 0.16% | New | 31,000 | $975K |
| Blair William & Co. | 0.00% | Reduce -20.3% | 30,830 | $969K |
| Brick & Kyle, Associates | 0.41% | Reduce -0.7% | 30,806 | $969K |
| Rosenberg Matthew Hamilton | 0.25% | Add +13.5% | 30,809 | $969K |
| Sigma Planning Corp | 0.03% | Reduce -4.2% | 30,801 | $968K |
| Camarda Financial Advisors, LLC | 0.36% | Add +7.3% | 30,713 | $966K |
| Global Trust Asset Management, LLC | 0.36% | Reduce -20.1% | 30,378 | $955K |
| Guidance Point Advisors, LLC | 0.28% | Add +4.2% | 30,157 | $948K |
| McAdam, LLC | 0.05% | Reduce -2.7% | 29,979 | $943K |
| Wharton Business Group, LLC | 0.04% | No change | 29,895 | $940K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -7.5% | 29,586 | $937K |
| Blue Trust, Inc. | 0.01% | Add +8.4% | 29,672 | $933K |
| First Hawaiian Bank | 0.03% | No change | 29,450 | $926K |
| Ames National Corp. | 0.62% | — | 29,412 | $925K |
| Caldwell Trust Co | 0.10% | Reduce -2.5% | 29,241 | $919K |
| Annex Advisory Services, LLC | 0.03% | Reduce -14.3% | 29,201 | $918K |
| Cherry Tree Wealth Management, LLC | 0.22% | Add +2.2% | 28,789 | $905K |
| RW Investment Management LLC | 0.11% | No change | 28,777 | $905K |
| Portfolio Design Labs, LLC | 0.18% | New | 28,436 | $894K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -14.8% | 27,786 | $874K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.2% | 27,640 | $869K |
| Integris Wealth Management, LLC | 0.24% | Add +4.7% | 27,584 | $867K |
| William Howard & Co Financial Advisors Inc | 0.78% | Add +1.3% | 27,500 | $865K |
| Investment Planning Advisors, Inc. | 0.38% | Add +3.0% | 27,469 | $864K |
| LongView Wealth Management | 0.26% | Reduce -4.7% | 27,394 | $861K |
| Investment Advisory Group, LLC | 0.29% | Reduce -1.5% | 27,349 | $860K |
| Aire Advisors, LLC | 0.18% | Reduce -0.8% | 27,270 | $857K |
| Am Investment Strategies LLC | 0.21% | Add +0.7% | 26,991 | $849K |
| Bellecapital International Ltd. | 0.15% | New | 27,000 | $849K |
| North Star Investment Management Corp. | 0.06% | Add +41.4% | 26,949 | $847K |
| Patten & Patten Inc. | 0.06% | Reduce -25.4% | 26,642 | $838K |
| Moors & Cabot, Inc. | 0.04% | Reduce -5.9% | 26,613 | $837K |
| Nicolet Advisory Services, LLC | 0.08% | Reduce -4.1% | 26,738 | $831K |
| Willis Johnson & Associates, Inc. | 0.06% | Add +0.4% | 26,347 | $828K |
| Two Sigma Securities, LLC | 0.15% | Add +14.6% | 26,298 | $827K |
| Old North State Trust, LLC | 0.52% | New | 26,177 | $823K |
| Flputnam Investment Management Co. | 0.01% | Add +29.6% | 26,163 | $823K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 26,000 | $817K |
| KCM Investment Advisors LLC | 0.03% | Reduce -13.6% | 25,845 | $813K |
| Jacobi Capital Management LLC | 0.06% | Add +4.6% | 25,725 | $809K |
| Parkside Financial Bank & Trust | 0.11% | Add +0.3% | 25,703 | $808K |
| Valtrion Capital Management, LLC | 1.72% | — | 25,668 | $807K |
| Capital Investment Advisors, LLC | 0.02% | Add +5.3% | 25,538 | $803K |
| Texas Yale Capital Corp. | 0.03% | Reduce -1.5% | 25,396 | $798K |
| Schmidt P J Investment Management Inc. | 0.14% | Add +4.3% | 25,192 | $792K |
| Proficio Capital Partners LLC | 0.06% | Reduce -5.9% | 25,150 | $791K |
| Texas Bank & Trust Co | 0.32% | — | 25,008 | $787K |
| Bowie Capital Management, LLC | 0.04% | No change | 25,000 | $786K |
| Kovack Advisors, Inc. | 0.08% | Add +2.1% | 24,679 | $776K |
| CGN Advisors LLC | 0.08% | Add +4.9% | 24,618 | $774K |
| Clientfirst Wealth Management, LLC | 0.78% | — | 24,594 | $773K |
| Sage Rhino Capital LLC | 0.16% | Reduce -10.2% | 23,870 | $750K |
| Strategic Financial Partners, Ltd. | 0.38% | Reduce -0.2% | 23,623 | $743K |
| Sowell Financial Services LLC | 0.04% | Reduce -0.3% | 23,284 | $732K |
| Capital Advisors, Ltd. LLC | 0.09% | Reduce -0.3% | 23,190 | $729K |
| Red Spruce Capital, LLC | 0.32% | Reduce -0.8% | 23,156 | $728K |
| Bank of New York Mellon Corp | 0.00% | Reduce -79.9% | 23,101 | $726K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -17.9% | 22,971 | $722K |
| LBMC Investment Advisors, LLC | 0.06% | Reduce -2.4% | 22,916 | $720K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -73.2% | 22,895 | $720K |
| Private Client Services, LLC | 0.39% | Add +7.3% | 22,874 | $719K |
| Clarity Capital Partners LLC | 0.37% | Add +8.3% | 22,838 | $718K |
| Verity Asset Management, Inc. | 0.40% | Reduce -50.0% | 22,773 | $716K |
| Boyd Watterson Asset Management LLC | 0.20% | Reduce -0.2% | 22,656 | $712K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -6.9% | 22,495 | $707K |
| Journey Strategic Wealth LLC | 0.03% | New | 22,468 | $706K |
| Sincerus Advisory, LLC | 0.76% | — | 22,462 | $706K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 22,300 | $701K |
| Valley Wealth Managers, Inc. | 0.05% | Add +24.1% | 22,252 | $700K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -0.5% | 22,244 | $699K |
| Belpointe Asset Management LLC | 0.04% | Reduce -0.7% | 21,445 | $694K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -21.1% | 22,043 | $693K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.1% | 22,001 | $692K |
| Advisors Asset Management, Inc. | 0.01% | Add +15.8% | 21,921 | $689K |
| Pennsylvania Capital Management Inc. | 0.24% | No change | 21,915 | $689K |
| Alpha Omega Wealth Management LLC | 0.13% | Add +1.7% | 21,849 | $687K |
| Sonata Capital Group Inc. | 0.28% | Add +0.2% | 21,710 | $683K |
| Richwood Investment Advisors, LLC | 0.57% | Reduce -2.0% | 21,701 | $682K |
| HUB Investment Partners, LLC | 0.03% | Reduce -17.9% | 21,600 | $679K |
| City State Bank | 0.24% | Reduce -1.4% | 21,465 | $675K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -20.4% | 21,423 | $674K |
| Essential Planning, LLC. | 0.00% | New | 20,605 | $673K |
| Jefferies Financial Group Inc. | 0.01% | Add +19.6% | 21,184 | $666K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +47.6% | 21,175 | $666K |
| Dover Advisors, LLC | 0.38% | Reduce -4.4% | 21,021 | $661K |
| Asset Allocation & Management Company, LLC | 0.36% | No change | 21,000 | $660K |
| Stableford Capital II LLC | 0.26% | Reduce -0.1% | 20,955 | $659K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.4% | 20,748 | $652K |
| Carr Financial Group Corp | 0.20% | Add +38.7% | 20,621 | $648K |
| Staley Capital Advisers Inc. | 0.03% | No change | 20,500 | $645K |
| Bard Associates Inc. | 0.22% | Add +60.2% | 20,393 | $641K |
| Everstar Asset Management, LLC | 0.45% | Reduce -2.6% | 20,355 | $640K |
| Lineweaver Wealth Advisors, LLC | 0.12% | Reduce -9.6% | 20,293 | $638K |
| Synergy Asset Management, LLC | 0.05% | New | 19,774 | $637K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +38.6% | 20,261 | $637K |
| Ethos Financial Group, LLC | 0.08% | Add +30.2% | 20,272 | $637K |
| Whitener Capital Management, Inc. | 0.18% | Add +16.0% | 20,107 | $632K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -35.9% | 20,049 | $630K |
| Palogic Value Management, L.P. | 0.26% | No change | 20,040 | $630K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.07% | Reduce -8.5% | 20,025 | $630K |
| Petix & Botte Co | 0.17% | Reduce -26.0% | 19,964 | $628K |
| Beacon Financial Group | 0.07% | Reduce -3.8% | 19,867 | $625K |
| Melfa Wealth Management, Inc. | 0.42% | Add +0.0% | 19,812 | $623K |
| Haven Private, LLC | 0.35% | — | 19,800 | $623K |
| Carret Asset Management, LLC | 0.07% | Reduce -13.9% | 19,717 | $620K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.8% | 19,649 | $618K |
| Atlantic Union Bankshares Corp | 0.04% | Add +0.7% | 19,644 | $618K |
| Penobscot Investment Management Company, Inc. | 0.06% | Reduce -19.4% | 19,533 | $614K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 19,412 | $610K |
| O'ROURKE & COMPANY, Inc | 0.30% | Add +3.8% | 19,347 | $608K |
| Christensen, King & Associates Investment Services, Inc. | 0.28% | Add +1.2% | 19,252 | $606K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 19,134 | $602K |
| Delta Capital Management LLC | 0.35% | Reduce -11.3% | 19,090 | $600K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -4.7% | 18,593 | $596K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.17% | No change | 18,908 | $594K |
| Raab & Moskowitz Asset Management LLC | 0.15% | Reduce -6.1% | 18,900 | $594K |
| Moneco Advisors, LLC | 0.06% | Reduce -8.7% | 18,773 | $590K |
| City Center Advisors, LLC | 0.66% | Add +30.7% | 18,753 | $590K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +306.5% | 18,700 | $588K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -28.5% | 18,593 | $585K |
| Avior Wealth Management, LLC | 0.02% | Add +146.0% | 18,433 | $580K |
| Lindbrook Capital, LLC | 0.05% | No change | 18,406 | $579K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -19.7% | 18,401 | $579K |
| MSH Capital Advisors LLC | 0.18% | Reduce -7.6% | 18,389 | $578K |
| VERITY Wealth Advisors | 0.42% | No change | 18,378 | $578K |
| Cornerstone Capital, Inc. | 0.06% | No change | 18,254 | $574K |
| Seamount Financial Group Inc. | 0.40% | Add +58.6% | 18,228 | $573K |
| Brightwater Advisory LLC | 0.44% | Add +15.3% | 18,042 | $567K |
| Cardiff Park Advisors, LLC | 0.05% | Add +2.1% | 17,849 | $561K |
| First Manhattan Co. Llc. | 0.00% | New | 17,745 | $558K |
| Pathstone Holdings, LLC | 0.00% | Add +1.3% | 17,855 | $552K |
| Transatlantique Private Wealth LLC | 0.21% | Add +8.1% | 17,471 | $549K |
| World Investment Advisors | 0.01% | Add +73.9% | 17,436 | $548K |
| Ehrlich Financial Group | 0.39% | Add +49.8% | 17,343 | $545K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -10.2% | 17,130 | $543K |
| Sage Capital Management, LLC | 0.27% | Reduce -33.8% | 17,255 | $543K |
| KG Capital Management | 0.17% | Add +4.4% | 17,195 | $541K |
| Mezzasalma Advisors, LLC | 0.17% | New | 17,182 | $540K |
| Easterly Investment Partners LLC | 0.04% | No change | 17,076 | $537K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 17,021 | $535K |
| Barry Investment Advisors, LLC | 0.17% | Reduce -4.2% | 16,992 | $534K |
| Invst, LLC | 0.06% | Reduce -11.4% | 16,828 | $529K |
| Viawealth, LLC | 0.32% | Reduce -1.9% | 16,790 | $528K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -0.7% | 16,765 | $527K |
| Westshore Wealth, LLC | 0.21% | Reduce -10.1% | 16,703 | $525K |
| Valmark Advisers, Inc. | 0.01% | Reduce -12.8% | 16,691 | $525K |
| Park Edge Advisors, LLC | 0.15% | Add +19.4% | 16,638 | $523K |
| Lane & Associates LLC | 0.27% | Reduce -8.7% | 16,310 | $519K |
| EP Wealth Advisors, LLC | 0.00% | Add +21.7% | 16,381 | $515K |
| Burney Co./ | 0.02% | Reduce -2.1% | 16,127 | $507K |
| Bragg Financial Advisors, Inc | 0.02% | Add +46.4% | 16,100 | $506K |
| Arax Advisory Partners | 0.03% | Add +4.0% | 16,005 | $503K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -32.3% | 15,824 | $498K |
| Harbor Investment Advisory, LLC | 0.05% | Add +13.0% | 15,787 | $496K |
| Performance Wealth Partners, LLC | 0.02% | Add +1.3% | 15,697 | $494K |
| Rialto Wealth Management, LLC | 0.16% | — | 15,696 | $493K |
| Boston Research & Management Inc. | 0.12% | Reduce -1.4% | 15,682 | $493K |
| Evergreen Capital Management LLC | 0.02% | Reduce -16.1% | 15,619 | $491K |
| 10Elms LLP | 0.62% | — | 15,615 | $491K |
| NewEdge Wealth, LLC | 0.01% | Reduce -24.5% | 15,594 | $490K |
| CENTRAL TRUST Co | 0.01% | Reduce -43.3% | 15,562 | $489K |
| EFG Asset Management (Americas) Corp. | 0.10% | Reduce -14.4% | 15,530 | $488K |
| Principle Wealth Partners LLC | 0.03% | No change | 15,350 | $483K |
| Calamos Advisors LLC | 0.00% | New | 15,321 | $482K |
| One Capital Management, LLC | 0.02% | Reduce -37.0% | 15,313 | $481K |
| Stolper Co | 0.16% | Reduce -1.5% | 15,313 | $481K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.3% | 15,172 | $477K |
| Cascade Financial Partners, LLC | 0.06% | Add +7.8% | 15,142 | $476K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +0.1% | 15,080 | $474K |
| Tempus Wealth Planning, LLC | 0.14% | Add +63.7% | 14,998 | $472K |
| SkyOak Wealth, LLC | 0.10% | Add +12.8% | 14,960 | $470K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -11.7% | 14,931 | $469K |
| RIA Advisory Group LLC | 0.16% | Add +2.1% | 14,872 | $468K |
| Journey Advisory Group, LLC | 0.06% | No change | 14,780 | $466K |
| Auour Investments LLC | 0.16% | Add +0.9% | 14,651 | $466K |
| Townsquare Capital LLC | 0.01% | Reduce -38.1% | 14,700 | $462K |
| FMR LLC | 0.00% | Reduce -8.4% | 14,682 | $462K |
| Pallas Capital Advisors LLC | 0.02% | No change | 14,521 | $457K |
| Evolution Wealth Advisors, LLC | 0.08% | No change | 14,483 | $455K |
| Triumph Capital Management | 0.16% | Add +8.1% | 14,469 | $455K |
| Nwam LLC | 0.03% | Reduce -55.8% | 14,453 | $454K |
| Brown Advisory Inc. | 0.00% | Reduce -6.0% | 14,402 | $453K |
| Ballentine Partners, LLC | 0.01% | Add +5.3% | 14,325 | $450K |
| Fortem Financial Group, LLC | 0.17% | No change | 14,248 | $448K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -17.6% | 14,026 | $441K |
| Klingman & Associates, LLC | 0.03% | No change | 14,013 | $441K |
| Detalus Advisors, LLC | 0.15% | No change | 14,009 | $440K |
| National Philanthropic Trust | 0.01% | No change | 14,000 | $440K |
| Balefire, LLC | 0.15% | Add +99.3% | 13,816 | $440K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +5.1% | 13,967 | $439K |
| Carl P. Sherr & Co., LLC | 0.23% | Add +0.5% | 13,886 | $437K |
| Patrick M Sweeney & Associates, Inc. | 0.33% | Add +4.7% | 13,800 | $434K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -9.2% | 13,772 | $433K |
| Wealth Dimensions Group, Ltd. | 0.11% | Reduce -2.1% | 13,741 | $432K |
| Bar Harbor Wealth Management | 0.03% | Add +6.2% | 13,738 | $432K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -0.3% | 13,731 | $432K |
| Arete Wealth Advisors, LLC | 0.03% | Add +19.0% | 13,703 | $431K |
| Eclectic Associates Inc. | 0.13% | Add +2.1% | 13,705 | $431K |
| Legacy Wealth Management, LLC / MS | 0.17% | Add +32.1% | 13,644 | $429K |
| Wulff, Hansen & Co. | 0.40% | Reduce -1.2% | 13,605 | $428K |
| Ameriflex Group, Inc. | 0.20% | — | 13,404 | $426K |
| Country Club Bank | 0.03% | Add +23.6% | 13,551 | $426K |
| Hexagon Capital Partners LLC | 0.08% | Add +58.4% | 13,542 | $426K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -27.5% | 13,510 | $425K |
| Magnolia Capital Advisors LLC | 0.11% | New | 13,453 | $423K |
| Morey & Quinn Wealth Partners, LLC | 0.36% | — | 13,395 | $421K |
| Fort Sheridan Advisors LLC | 0.06% | No change | 13,382 | $421K |
| Tyler-Stone Wealth Management | 0.07% | Add +0.4% | 13,367 | $420K |
| TFB Advisors LLC | 0.12% | Reduce -13.2% | 13,333 | $419K |
| Prudential PLC | 0.00% | Reduce -82.7% | 13,300 | $418K |
| Finer Wealth Management, Inc. | 0.24% | Reduce -26.4% | 13,268 | $417K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Reduce -3.7% | 13,242 | $416K |
| Bokf, NA | 0.01% | Reduce -34.4% | 13,345 | $415K |
| Creative Financial Designs Inc. | 0.03% | Add +237.3% | 13,190 | $415K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -9.6% | 13,156 | $414K |
| Measured Wealth Private Client Group, LLC | 0.13% | Add +11.2% | 13,105 | $412K |
| First Financial Bank - Trust Division | 0.04% | Reduce -54.5% | 13,101 | $412K |
| CRA Financial Services, LLC | 0.07% | Add +23.7% | 13,065 | $411K |
| Keynote Financial Services LLC | 0.32% | Add +0.5% | 13,043 | $410K |
| Ranch Capital Advisors Inc. | 0.19% | Reduce -9.3% | 12,923 | $406K |
| Apollon Financial, LLC | 0.10% | Reduce -1.9% | 12,885 | $405K |
| Ellis Investment Partners, LLC | 0.08% | Reduce -10.6% | 12,848 | $404K |
| FineMark National Bank & Trust | 0.01% | Reduce -14.8% | 12,823 | $403K |
| Geller Advisors LLC | 0.03% | Add +6.0% | 12,814 | $403K |
| Vigilare Wealth Management | 0.16% | Reduce -58.2% | 12,768 | $401K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +65.7% | 12,738 | $400K |
| Prepared Retirement Institute LLC | 0.23% | Reduce -4.0% | 12,733 | $400K |
| Continuum Advisory, LLC | 0.05% | Add +98.0% | 12,696 | $399K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +3.3% | 12,696 | $399K |
| Smith, Moore & Co. | 0.04% | Reduce -17.0% | 12,687 | $399K |
| Northcape Wealth Management, LLC | 0.13% | Add +2.5% | 12,613 | $397K |
| United Bank | 0.05% | Add +2.0% | 12,563 | $395K |
| First Nebraska Trust Co | 0.04% | Reduce -3.1% | 12,551 | $395K |
| Prosperity Wealth Management, Inc. | 0.16% | Add +0.8% | 12,511 | $393K |
| Quattro Financial Advisors LLC | 0.10% | No change | 12,302 | $393K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +25.0% | 12,500 | $393K |
| Keystone Wealth Services, LLC | 0.10% | Reduce -21.7% | 12,483 | $392K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -7.5% | 12,409 | $390K |
| Quantum Financial Advisors, LLC | 0.06% | Add +37.8% | 12,397 | $390K |
| Westfuller Advisors, LLC | 0.25% | Add +0.4% | 12,390 | $390K |
| Harbour Capital Advisors, LLC | 0.09% | Add +28.7% | 11,985 | $384K |
| Private Advisory Group LLC | 0.04% | New | 12,070 | $379K |
| Fiduciary Trust Co | 0.01% | Reduce -6.0% | 11,966 | $376K |
| KFG Wealth Management, LLC | 0.07% | No change | 11,964 | $376K |
| Powers Advisory Group, LLC | 0.19% | Reduce -33.8% | 11,952 | $376K |
| Princeton Capital Management LLC | 0.12% | Add +15.1% | 11,904 | $374K |
| M&T Bank Corp | 0.00% | Reduce -11.2% | 11,850 | $373K |
| Fulton Bank, N.A. | 0.01% | No change | 11,827 | $372K |
| Core Wealth Partners LLC | 0.21% | No change | 11,824 | $372K |
| AlphaCentric Advisors LLC | 0.37% | Add +5.5% | 11,744 | $369K |
| TD Capital Management LLC | 0.04% | Add +0.4% | 11,735 | $369K |
| L.M. Kohn & Company | 0.09% | Add +0.1% | 11,660 | $367K |
| Northwest Financial Advisors | 0.30% | Add +1.8% | 11,657 | $367K |
| First Merchants Corp. | 0.01% | Reduce -3.7% | 11,648 | $366K |
| SWS Partners | 0.11% | Reduce -3.1% | 11,647 | $366K |
| Segall Bryant & Hamill, LLC | 0.01% | New | 11,635 | $366K |
| J. W. Coons Advisors, LLC | 0.09% | Add +25.2% | 11,580 | $364K |
| ProVise Management Group, LLC | 0.03% | Reduce -6.3% | 11,519 | $362K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 11,308 | $356K |
| Twelve Points Wealth Management LLC | 0.10% | Reduce -21.9% | 11,234 | $353K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -1.9% | 11,205 | $352K |
| Flywheel Private Wealth LLC | 0.32% | — | 11,175 | $351K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +5.8% | 11,152 | $351K |
| Coastwise Capital Group, LLC | 0.28% | Add +3.1% | 11,137 | $350K |
| Advyzon Investment Management, LLC | 0.13% | — | 11,079 | $348K |
| Provenance Wealth Advisors, LLC | 0.04% | Add +16.1% | 11,069 | $348K |
| Tiller Private Wealth, Inc. | 0.14% | Add +10.3% | 10,855 | $341K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +16.7% | 10,850 | $341K |
| Benchmark Investment Advisors LLC | 0.22% | Reduce -19.7% | 10,838 | $341K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -3.4% | 10,838 | $341K |
| Chemistry Wealth Management LLC | 0.08% | No change | 10,800 | $340K |
| Flagstar Securities, Inc. | 0.08% | Reduce -10.6% | 10,796 | $339K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -37.8% | 10,765 | $338K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -38.5% | 10,755 | $338K |
| Fortitude Family Office, LLC | 0.12% | Add +8.6% | 10,751 | $338K |
| Argyle Capital Partners, LLC | 0.29% | — | 10,700 | $336K |
| Capital Advisory Group Advisory Services, LLC | 0.12% | Reduce -3.7% | 10,668 | $335K |
| Interactive Financial Advisors, Inc. | 0.18% | Add +1.5% | 10,637 | $334K |
| Afg Fiduciary Services Limited Partnership | 0.24% | Add +2.8% | 10,505 | $333K |
| Coordinated Financial Services, Inc. | 0.26% | — | 10,575 | $332K |
| Cypress Capital Group | 0.04% | Reduce -21.6% | 10,555 | $332K |
| MGB Wealth Management, LLC | 0.10% | Add +104.5% | 10,533 | $331K |
| Glass Jacobson Investment Advisors llc | 0.11% | Add +14.8% | 10,495 | $330K |
| Weaver Consulting Group | 0.10% | Reduce -12.1% | 10,485 | $330K |
| Midland Wealth Advisors, LLC | 0.02% | Add +1.9% | 10,485 | $330K |
| Apriem Advisors | 0.04% | Reduce -30.1% | 10,432 | $328K |
| Investmark Advisory Group LLC | 0.16% | Reduce -36.6% | 10,406 | $327K |
| BTG Pactual Asset Management US LLC | 0.04% | Reduce -1.7% | 10,159 | $327K |
| Associated Banc-Corp | 0.01% | No change | 10,357 | $326K |
| Operose Advisors LLC | 0.11% | Reduce -8.2% | 10,325 | $325K |
| Financial Management Professionals, Inc. | 0.04% | Add +12.6% | 10,251 | $322K |
| Crabel Capital Management, LLC | 1.05% | Reduce -94.7% | 10,239 | $322K |
| Bensler, LLC | 0.04% | Reduce -15.5% | 10,196 | $321K |
| Dodds Wealth, LLC | 0.10% | Add +1.6% | 10,007 | $320K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Reduce -0.1% | 10,138 | $319K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -40.2% | 10,095 | $317K |
| Bristlecone Advisors, LLC | 0.02% | No change | 10,085 | $317K |
| Betterment LLC | 0.00% | Add +0.7% | 10,077 | $317K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -32.3% | 10,050 | $316K |
| My Legacy Advisors, LLC | 0.12% | Reduce -1.3% | 9,921 | $315K |
| Wilson & Boucher Capital Management, LLC | 0.22% | No change | 10,000 | $314K |
| Merrion Investment Management Co, LLC | 0.22% | No change | 10,000 | $314K |
| Delphi Financial Group, Inc. | 0.17% | New | 10,000 | $314K |
| Parr McKnight Wealth Management Group, LLC | 0.05% | — | 10,000 | $314K |
| Warner Financial, Inc. | 0.14% | Add +1.6% | 9,975 | $314K |
| Midwest Financial Group LLC | 0.18% | Reduce -18.3% | 9,980 | $314K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,820 | $309K |
| Sfmg, LLC | 0.02% | Add +1.2% | 9,779 | $307K |
| Apella Capital, LLC | 0.01% | New | 9,773 | $307K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -5.3% | 9,756 | $307K |
| Bell Bank | 0.02% | No change | 9,747 | $306K |
| Keudell/Morrison Wealth Management | 0.08% | Reduce -2.3% | 9,743 | $306K |
| Titleist Asset Management, LLC | 0.04% | Reduce -17.1% | 9,676 | $304K |
| Ingalls & Snyder LLC | 0.01% | No change | 9,600 | $302K |
| Traction Financial Partners, LLC | 0.23% | Reduce -0.1% | 9,534 | $300K |
| Websterrogers Financial Advisors, LLC | 0.10% | No change | 9,515 | $299K |
| Gradient Investments LLC | 0.01% | No change | 9,495 | $299K |
| Valeo Financial Advisors, LLC | 0.01% | Add +8.6% | 9,480 | $298K |
| Bison Wealth, LLC | 0.07% | Add +1.6% | 9,428 | $296K |
| Magnus Financial Group LLC | 0.03% | Add +41.3% | 9,402 | $296K |
| Bank & Trust Co | 0.25% | No change | 9,374 | $295K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Reduce -0.9% | 9,369 | $295K |
| Barrett & Company, Inc. | 0.12% | Reduce -8.6% | 9,350 | $294K |
| GenWealth Group, Inc. | 0.07% | No change | 9,342 | $294K |
| Lazari Capital Management, Inc. | 0.12% | No change | 9,317 | $293K |
| Ascentis Independent Advisors | 0.06% | Add +1.0% | 9,299 | $292K |
| Winthrop Advisory Group LLC | 0.04% | No change | 9,295 | $292K |
| MKT Advisors LLC | 0.13% | Reduce -24.0% | 9,200 | $292K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 9,261 | $291K |
| Norris Financial Group, LLC | 0.14% | No change | 9,250 | $291K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.7% | 9,229 | $290K |
| E&G Advisors, LLC | 0.08% | Reduce -30.8% | 9,194 | $289K |
| Atticus Wealth Management, LLC | 0.09% | Reduce -10.6% | 9,180 | $289K |
| Leigh Baldwin & Co., LLC | 0.24% | — | 9,122 | $287K |
| Proathlete Wealth Management LLC | 0.11% | No change | 9,110 | $286K |
| Smithfield Trust Co | 0.01% | Reduce -7.1% | 8,996 | $286K |
| Red Crane Wealth Management, LLC | 0.27% | — | 9,092 | $286K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -6.2% | 9,066 | $285K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +4.1% | 9,088 | $285K |
| LJI Wealth Management, LLC | 0.06% | Reduce -56.3% | 9,015 | $283K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -9.1% | 8,981 | $282K |
| Register Financial Advisors LLC | 0.14% | Add +50.8% | 8,953 | $281K |
| Ironwood Financial, llc | 0.06% | Reduce -33.3% | 8,946 | $281K |
| Instrumental Wealth, LLC | 0.26% | Reduce -0.4% | 8,825 | $279K |
| Wealthstar Advisors, LLC | 0.12% | — | 8,764 | $276K |
| 180 Wealth Advisors, LLC | 0.04% | No change | 8,706 | $274K |
| Johnson Financial Group, Inc. | 0.01% | Add +31.2% | 8,555 | $272K |
| Burns J W & Co. Inc. | 0.03% | Reduce -20.8% | 8,648 | $272K |
| Aveo Capital Partners, LLC | 0.03% | New | 8,638 | $272K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 8,598 | $270K |
| Balboa Wealth Partners | 0.06% | Reduce -5.5% | 8,586 | $270K |
| Aptus Capital Advisors, LLC | 0.00% | Add +220.8% | 8,514 | $268K |
| Norden Group LLC | 0.03% | Reduce -37.5% | 8,494 | $267K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 8,439 | $265K |
| Key Financial Inc | 0.06% | Reduce -73.2% | 8,360 | $263K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -20.2% | 8,344 | $262K |
| Savvy Advisors, Inc. | 0.03% | New | 8,323 | $262K |
| Castleview Partners, LLC | 0.14% | Reduce -8.8% | 8,119 | $258K |
| Round Rock Advisors LLC | 0.05% | New | 8,145 | $256K |
| HF Advisory Group, LLC | 0.12% | Reduce -5.9% | 8,076 | $254K |
| PUREfi Wealth, LLC | 0.24% | — | 7,941 | $250K |
| McDonald Partners LLC | 0.06% | No change | 7,935 | $249K |
| Wealth Effects LLC | 0.09% | Add +3.7% | 7,932 | $249K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -3.8% | 7,932 | $249K |
| C2C Wealth Management, LLC | 0.23% | No change | 7,915 | $249K |
| Columbia Advisory Partners LLC | 0.23% | Add +12.2% | 7,911 | $249K |
| TPG Advisors LLC | 0.19% | Reduce -30.4% | 7,825 | $246K |
| Axis Wealth Partners, LLC | 0.20% | — | 7,683 | $242K |
| RMR Wealth Builders | 0.03% | Reduce -5.8% | 7,683 | $242K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -3.4% | 7,604 | $239K |
| Optimum Investment Advisors | 0.11% | Reduce -5.0% | 7,600 | $239K |
| New Insight Wealth Advisors | 0.12% | Reduce -9.6% | 7,556 | $238K |
| Dark Forest Capital Management LP | 0.03% | Add +8.0% | 7,533 | $237K |
| Breed's Hill Capital LLC | 0.12% | New | 7,522 | $236K |
| WealthShield Partners, LLC | 0.03% | Reduce -0.5% | 7,515 | $236K |
| Oxbow Advisors, LLC | 0.03% | No change | 7,505 | $236K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -19.6% | 7,504 | $236K |
| Olde Wealth Management, LLC | 0.08% | No change | 7,502 | $235K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -28.8% | 7,468 | $235K |
| Investment House LLC | 0.01% | No change | 7,448 | $234K |
| Insight Wealth Partners, LLC | 0.15% | No change | 7,440 | $234K |
| Ritholtz Wealth Management | 0.01% | Reduce -6.2% | 7,431 | $234K |
| Meridian Wealth Management, LLC | 0.01% | Add +14.1% | 7,403 | $233K |
| Millennium Capital Advisors, LLC | 0.16% | Add +1.3% | 7,400 | $233K |
| Prudent Man Advisors, LLC | 0.08% | No change | 7,320 | $230K |
| Webster Bank, N. A. | 0.02% | Add +14.7% | 7,302 | $230K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 7,285 | $229K |
| Clare Market Investments LLC | 0.05% | Add +12.0% | 7,278 | $229K |
| Trustmark Bank Trust Department | 0.02% | No change | 7,244 | $228K |
| Colonial Trust Co / SC | 0.03% | Add +0.4% | 7,236 | $228K |
| Pinnacle Financial Group, LLC / IL | 0.09% | No change | 7,221 | $227K |
| WoodTrust Financial Corp | 0.03% | Reduce -21.0% | 7,193 | $226K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 7,152 | $225K |
| WealthBridge Capital Management, LLC | 0.06% | Add +0.1% | 7,147 | $225K |
| PKS Advisory Services, LLC | 0.06% | — | 12,195 | $224K |
| Tran Capital Management, L.P. | 0.03% | No change | 7,115 | $224K |
| Scotia Capital Inc. | 0.00% | Add +7.1% | 7,007 | $220K |
| FSC Wealth Advisors, LLC | 0.14% | Add +10.6% | 6,998 | $220K |
| Denver Wealth Management, Inc. | 0.10% | Add +1.2% | 6,980 | $219K |
| Sanders Morris Harris LLC | 0.03% | No change | 7,017 | $219K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -6.1% | 6,949 | $218K |
| Archer Investment Corp | 0.06% | Add +0.0% | 6,914 | $217K |
| Keystone Financial Group | 0.02% | Reduce -22.6% | 6,892 | $217K |
| Jackson Hole Capital Partners, LLC | 0.04% | Add +19.0% | 6,884 | $216K |
| Stonegate Investment Group, LLC | 0.01% | No change | 6,874 | $216K |
| Verdence Capital Advisors LLC | 0.02% | No change | 6,855 | $216K |
| Moseley Investment Management Inc. | 0.08% | Add +0.1% | 6,833 | $215K |
| FWL Investment Management, LLC | 0.08% | Reduce -26.5% | 6,822 | $214K |
| AdvisorNet Financial, Inc | 0.02% | Add +11.6% | 6,793 | $214K |
| Next Level Private LLC | 0.09% | Add +2.1% | 6,791 | $213K |
| McHugh Group, LLC | 0.16% | — | 6,775 | $213K |
| CWA Asset Management Group, LLC | 0.01% | Add +8.9% | 6,757 | $212K |
| James Investment Research, Inc. | 0.03% | New | 6,694 | $210K |
| First Wilshire Securities Management Inc. | 0.06% | New | 6,695 | $210K |
| Freestone Capital Holdings, LLC | 0.01% | Add +9.3% | 6,640 | $209K |
| Wolverine Trading, LLC | 0.00% | New | 6,644 | $209K |
| Evoke Wealth, LLC | 0.01% | Reduce -63.2% | 6,630 | $208K |
| Wealth Management Associates, Inc. | 0.09% | Add +4.8% | 6,583 | $207K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -40.0% | 6,542 | $206K |
| Mokosak Advisory Group, LLC | 0.06% | Add +2.1% | 6,530 | $205K |
| Samalin Investment Counsel, LLC | 0.09% | Add +2.1% | 6,500 | $204K |
| Seelaus Asset Management LLC | 0.19% | Add +1.0% | 6,488 | $204K |
| Maiden Cove Capital, LLC | 0.31% | No change | 6,400 | $201K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,390 | $201K |
| Ancora Advisors LLC | 0.00% | Reduce -13.9% | 6,256 | $197K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 6,200 | $195K |
| New England Asset Management Inc. | 0.03% | No change | 6,000 | $189K |
| Pacific Center for Financial Services | 0.05% | Add +2.1% | 5,870 | $185K |
| Vermillion Wealth Management, Inc. | 0.09% | — | 5,792 | $182K |
| Oarsman Capital, Inc. | 0.03% | Add +0.1% | 5,664 | $178K |
| Wellington Shields & Co., LLC | 0.05% | Add +17.9% | 5,590 | $176K |
| Brown, Lisle/Cummings, Inc. | 0.05% | Reduce -6.4% | 5,536 | $174K |
| Zions Bancorporation, N.A. | 0.01% | No change | 5,500 | $173K |
| WASHINGTON TRUST Co | 0.01% | Reduce -48.3% | 5,500 | $173K |
| McClarren Financial Advisors, Inc. | 0.45% | New | 5,154 | $162K |
| MRP Capital Investments, LLC | 0.13% | Add +74.4% | 4,689 | $147K |
| Manchester Capital Management LLC | 0.02% | Add +47.2% | 4,652 | $146K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.7% | 4,569 | $144K |
| EPG Wealth Management LLC | 0.04% | Add +1.1% | 4,233 | $133K |
| Hollencrest Capital Management | 0.01% | Add +2.1% | 4,159 | $131K |
| Sound Income Strategies, LLC | 0.01% | Add +2.3% | 4,131 | $130K |
| Bogart Wealth, LLC | 0.01% | No change | 4,025 | $127K |
| Nvwm, LLC | 0.03% | No change | 3,939 | $124K |
| Clearstead Advisors, LLC | 0.00% | Reduce -29.8% | 3,859 | $121K |
| Coppell Advisory Solutions LLC | 0.02% | Add +58.2% | 3,762 | $118K |
| Union Savings Bank | 0.06% | No change | 3,739 | $118K |
| Rakuten Securities, Inc. | 0.05% | Reduce -26.4% | 3,727 | $117K |
| Resources Management Corp. /CT/ | 0.02% | Reduce -12.3% | 3,575 | $112K |
| Pacifica Partners Inc. | 0.05% | Add +0.3% | 3,500 | $111K |
| HHM Wealth Advisors, LLC | 0.01% | New | 3,505 | $110K |
| Cove Street Capital, LLC | 0.13% | No change | 3,500 | $110K |
| Sage Mountain Advisors LLC | 0.01% | No change | 3,483 | $110K |
| Medallion Wealth Advisors, LLC | 0.05% | — | 3,328 | $105K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 3,284 | $103K |
| Atwood & Palmer Inc. | 0.01% | Add +96.7% | 3,197 | $101K |
| Briaud Financial Planning Inc | 0.04% | No change | 3,158 | $99K |
| AlphaMark Advisors, LLC | 0.04% | New | 3,113 | $98K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 3,027 | $95K |
| Larson Financial Group LLC | 0.00% | Reduce -13.4% | 3,024 | $95K |
| Novem Group | 0.01% | — | 3,008 | $95K |
| Ransom Advisory, Ltd | 0.04% | No change | 3,000 | $94K |
| BankPlus Trust Department | 0.03% | — | 3,000 | $94K |
| Topsail Wealth Management, LLC | 0.02% | — | 2,750 | $86K |
| CVA Family Office, LLC | 0.01% | No change | 2,733 | $86K |
| Kieckhefer Group LLC | 0.05% | — | 2,650 | $83K |
| LFA - Lugano Financial Advisors SA | 0.05% | Reduce -16.7% | 2,644 | $83K |
| Activest Wealth Management | 0.02% | No change | 2,605 | $82K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,501 | $79K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 2,462 | $77K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,458 | $77K |
| Avion Wealth | 0.02% | No change | 2,465 | $77K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 2,430 | $76K |
| Murphy & Mullick Capital Management Corp | 0.07% | — | 2,385 | $75K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -22.3% | 2,290 | $72K |
| PSI Advisors, LLC | 0.02% | Reduce -7.2% | 2,258 | $71K |
| Eastern Bank | 0.00% | No change | 2,150 | $68K |
| Capital Management Associates | 0.08% | No change | 2,148 | $68K |
| Tsfg, LLC | 0.01% | Reduce -2.7% | 2,086 | $66K |
| 2UniFi Bank | 0.04% | — | 2,030 | $64K |
| MPWM Advisory Solutions, LLC | 0.05% | — | 2,022 | $64K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -35.1% | 1,849 | $58K |
| Oakworth Capital, Inc. | 0.00% | Reduce -13.8% | 1,833 | $58K |
| Hoese & Co LLP | 0.05% | New | 1,700 | $53K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -16.5% | 1,686 | $53K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,650 | $52K |
| Synergy Investment Management, LLC | 0.02% | — | 1,625 | $51K |
| Howe & Rusling Inc. | 0.00% | Add +35.7% | 1,601 | $50K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -52.5% | 1,551 | $49K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +12.4% | 1,535 | $48K |
| Transce3nd, LLC | 0.02% | — | 1,531 | $48K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 1,530 | $48K |
| Wellington Shields Capital Management, LLC | 0.01% | Add +0.3% | 1,442 | $45K |
| JDM Financial Group LLC | 0.02% | No change | 1,405 | $44K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -2.4% | 1,335 | $42K |
| Global Financial Private Client, LLC | 0.02% | No change | 1,322 | $42K |
| Glenmede Trust Co. NA | 0.00% | Reduce -59.8% | 1,322 | $42K |
| Pflug Koory, LLC | 0.00% | Add +1.5% | 1,319 | $41K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,310 | $41K |
| NorthRock Partners, LLC | 0.00% | Reduce -57.3% | 1,253 | $39K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,250 | $39K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -0.2% | 1,239 | $39K |
| Luminist Capital LLC | 0.07% | — | 1,195 | $38K |
| Front Row Advisors LLC | 0.01% | No change | 1,159 | $36K |
| Sachetta, LLC | 0.01% | No change | 1,150 | $36K |
| Syntax Research, Inc. | 0.03% | Reduce -13.5% | 1,143 | $36K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | — | 1,143 | $36K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 1,131 | $35K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | Reduce -8.9% | 1,120 | $35K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 1,100 | $35K |
| Mainstream Capital Management LLC | 0.02% | New | 1,093 | $34K |
| Compass Financial Services Inc | 0.02% | — | 1,088 | $34K |
| Islay Capital Management, LLC | 0.02% | No change | 1,000 | $31K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,000 | $31K |
| Signaturefd, LLC | 0.00% | No change | 1,000 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 970 | $30K |
| Salomon & Ludwin, LLC | 0.00% | No change | 969 | $30K |
| Concord Wealth Partners | 0.00% | Add +2.1% | 940 | $30K |
| Godsey & Gibb, Inc. | 0.00% | Add +75.0% | 875 | $28K |
| YANKCOM Partnership | 0.01% | — | 863 | $27K |
| Golden State Wealth Management, LLC | 0.00% | — | 850 | $27K |
| WPG Advisers, LLC | 0.02% | — | 811 | $25K |
| Gen-Wealth Partners Inc | 0.01% | No change | 760 | $24K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 745 | $23K |
| 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 |
| Stonebridge Financial Group, LLC | 0.00% | — | 685 | $22K |
| Element Wealth, LLC | 0.01% | Add +1.0% | 678 | $21K |
| Robbins Farley | 0.01% | Add +48.7% | 669 | $21K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $20K |
| Gables Capital Management Inc. | 0.01% | No change | 610 | $19K |
| CoreFirst Bank & Trust | 0.01% | No change | 600 | $19K |
| Nemes Rush Group LLC | 0.00% | No change | 520 | $16K |
| Horrell Capital Management, Inc. | 0.00% | No change | 500 | $16K |
| ORG Partners LLC | 0.00% | No change | 503 | $16K |
| Motco | 0.00% | New | 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 +0.9% | 460 | $14K |
| First PREMIER Bank | 0.00% | Reduce -72.9% | 432 | $14K |
| Coastline Trust Co | 0.00% | No change | 435 | $14K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -59.8% | 387 | $12K |
| Ridgewood Investments LLC | 0.01% | No change | 384 | $12K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | — | 367 | $12K |
| AllSquare Wealth Management LLC | 0.01% | No change | 358 | $11K |
| Winch Advisory Services, LLC | 0.00% | Add +2.0% | 354 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | Add +2.1% | 347 | $11K |
| Chilton Capital Management LLC | 0.00% | Reduce -6.4% | 322 | $10K |
| GeoWealth Management, LLC | 0.00% | Add +0.0% | 313 | $10K |
| NFSG Corp | 0.00% | New | 310 | $10K |
| Crowley Wealth Management, Inc. | 0.01% | — | 300 | $9K |
| GS Investments, Inc. | 0.00% | No change | 300 | $9K |
| Kestra Investment Management, LLC | 0.00% | New | 275 | $9K |
| Caitlin John, LLC | 0.01% | Reduce -16.8% | 267 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 252 | $8K |
| Thompson Investment Management, Inc. | 0.00% | No change | 250 | $8K |
| Financial Perspectives, Inc | 0.00% | No change | 232 | $7K |
| Friedenthal Financial | 0.00% | Reduce -99.8% | 216 | $7K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -74.7% | 200 | $6K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 200 | $6K |
| Old Second National Bank of Aurora | 0.00% | New | 195 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.3% | 182 | $6K |
| Parkworth Wealth Management, Inc. | 0.00% | — | 181 | $6K |
| Richardson Financial Services Inc. | 0.00% | Reduce -76.0% | 174 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.9% | 165 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 167 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 159 | $5K |
| SJS Investment Consulting Inc. | 0.00% | New | 156 | $5K |
| Anchor Investment Management, LLC | 0.00% | Add +0.7% | 152 | $5K |
| Roxbury Financial LLC | 0.00% | — | 144 | $5K |
| LRI Investments, LLC | 0.00% | No change | 150 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 150 | $5K |
| New Millennium Group LLC | 0.00% | Add +2700.0% | 140 | $4K |
| CNB Bank | 0.00% | No change | 140 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 134 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 129 | $4K |
| IMG Wealth Management, Inc. | 0.00% | — | 116 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 112 | $4K |
| Tradewinds Capital Management, LLC | 0.00% | New | 110 | $3K |
| Ballast Advisors LLC | 0.00% | No change | 100 | $3K |
| Bfsg, LLC | 0.00% | Reduce -66.7% | 100 | $3K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 125 | $3K |
| Capital Analysts, LLC | 0.00% | New | 94 | $3K |
| Investment Management Corp. /Va/ | 0.00% | — | 90 | $3K |
| Flagship Wealth Advisors, LLC | 0.00% | — | 90 | $3K |
| Bank of New Hampshire | 0.00% | No change | 86 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 85 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.0% | 80 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 68 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 65 | $2K |
| Roble, Belko & Company, Inc | 0.00% | Add +1.6% | 65 | $2K |
| PayPay Securities Corp | 0.08% | Add +510.0% | 61 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 60 | $2K |
| Lanark Financial, Inc. | 0.15% | — | 50 | $2K |
| Studio Investment Management LLC | 0.00% | New | 50 | $2K |
| Perkins Coie Trust Co | 0.00% | No change | 50 | $2K |
| Kiker Wealth Management, LLC | 0.00% | — | 49 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 41 | $1K |
| Atlantic Private Wealth, LLC | 0.00% | Add +2.9% | 36 | $1K |
| CGC Financial Services, LLC | 0.00% | No change | 35 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 34 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 25 | $782 |
| Global Wealth Strategies & Associates | 0.00% | No change | 24 | $755 |
| Beacon Capital Management, LLC | 0.00% | Reduce -84.7% | 24 | $755 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 14 | $434 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $378 |
| Davis Capital Management | 0.00% | No change | 10 | $318 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 9 | $278 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 7 | $221 |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 2 | $63 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $20 |
"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.