iShares Preferred & Income SPFFETF
13F holders, Q1 2025 (March 31)1,025holders −42
57new positions
91sold out
2famous investors
$30.72avg. 13F price*
At the end of Q1 2025, 1,025 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, down 42 from Q4 2024. 57 opened new positions and 91 sold out. The largest holders were Bank of America Corp. ($760.4M), Morgan Stanley ($504.9M) and Wells Fargo & Company ($326.1M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Preferred & Income S
- CUSIP
- 464288687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $120.0M |
| Exits | 91 | $116.7M |
All 13F filers, Q4 2024 → Q1 2025: 11,208,346 shares bought and 12,864,936 shares sold, net −1,656,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,025 holders
| Bank of America Corp. | 0.07% | Reduce -3.1% | 24,745,948 | $760.4M |
| Morgan Stanley | 0.04% | Reduce -0.1% | 16,431,760 | $504.9M |
| Wells Fargo & Company | 0.08% | Add +3.5% | 10,610,468 | $326.1M |
| LPL Financial LLC | 0.10% | Reduce -3.7% | 8,135,980 | $250.0M |
| UBS Group AG | 0.04% | Reduce -0.0% | 5,892,159 | $181.1M |
| Royal Bank of Canada | 0.03% | Add +1.9% | 4,951,369 | $152.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.1% | 4,781,681 | $146.9M |
| Mariner, LLC | 0.19% | Add +2.6% | 3,723,189 | $114.4M |
| First Interstate Bank | 5.52% | Add +79.7% | 3,009,036 | $92.5M |
| BlackRock, Inc. | 0.00% | Add +6.8% | 2,829,013 | $86.9M |
| US Bancorp \de | 0.09% | Reduce -2.2% | 2,192,452 | $67.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -14.2% | 2,067,604 | $63.5M |
| Commonwealth Equity Services, LLC | 0.09% | Add +2.0% | 2,059,144 | $63.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.08% | Add +4.9% | 1,884,697 | $57.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.2% | 1,831,323 | $56.3M |
| Truist Financial Corp. | 0.09% | Add +2.9% | 1,811,343 | $55.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -20.6% | 1,796,042 | $55.4M |
| Rockefeller Capital Management L.P. | 0.13% | Add +9.3% | 1,717,233 | $52.8M |
| Deutsche Bank AG | 0.02% | Reduce -0.1% | 1,554,505 | $47.8M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -0.1% | 1,553,463 | $47.7M |
| Hilton Capital Management, LLC | 3.68% | Add +2.7% | 1,409,920 | $43.3M |
| Fifth Third Bancorp | 0.16% | Add +12.1% | 1,334,055 | $41.0M |
| Edge Wealth Management LLC | 8.12% | Reduce -0.1% | 1,303,415 | $40.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -12.6% | 1,283,528 | $39.4M |
| Osaic Holdings, Inc. | 0.09% | Add +16.3% | 1,244,162 | $38.2M |
| Cetera Investment Advisers | 0.07% | Add +11.3% | 1,160,157 | $35.7M |
| Greenleaf Trust | 0.32% | Add +4.8% | 1,137,401 | $35.0M |
| Dakota Wealth Management | 0.79% | Reduce -5.3% | 1,100,612 | $33.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +3.0% | 1,051,535 | $32.3M |
| HRT Financial LP | 0.20% | New | 1,023,363 | $31.4M |
| Baird Financial Group, Inc. | 0.06% | Add +9.1% | 936,572 | $28.8M |
| MAI Capital Management | 0.21% | Add +1.3% | 923,274 | $28.4M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.2% | 913,951 | $28.1M |
| Townsend & Associates, Inc | 2.86% | Add +14.1% | 937,242 | $27.5M |
| Montis Financial, LLC | 7.89% | Add +12.7% | 872,840 | $26.8M |
| Stephens Inc. | 0.39% | Reduce -3.7% | 860,671 | $26.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.47% | Add +6.9% | 838,860 | $25.8M |
| Commerce Bank | 0.16% | New | 832,497 | $25.6M |
| New York Life Investment Management LLC | 0.26% | Add +9.8% | 829,008 | $25.5M |
| Stifel Financial Corp. | 0.03% | Add +10.1% | 824,637 | $25.3M |
| Insight Wealth Strategies, LLC | 3.28% | Add +16.9% | 793,921 | $24.4M |
| Keybank National Association | 0.09% | Reduce -2.4% | 711,720 | $21.9M |
| Summit Financial Wealth Advisors, LLC | 4.31% | Add +1.8% | 707,180 | $21.7M |
| GDS Wealth Management | 1.84% | Add +12.4% | 700,663 | $21.5M |
| Jaffetilchin Investment Partners, LLC | 1.56% | Reduce -5.5% | 697,399 | $21.4M |
| Citigroup Inc. | 0.02% | Add +28.0% | 692,845 | $21.3M |
| Corient Private Wealth LP | 0.03% | Add +1.8% | 691,749 | $21.3M |
| Welch & Forbes LLC | 0.27% | Add +2.8% | 671,729 | $20.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.1% | 633,816 | $19.5M |
| Cerity Partners LLC | 0.04% | Add +4.1% | 613,136 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -10.3% | 612,929 | $18.8M |
| Country Trust Bank | 0.44% | No change | 568,984 | $17.5M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.29% | No change | 567,500 | $17.4M |
| MML Investors Services, LLC | 0.06% | Reduce -11.2% | 561,316 | $17.2M |
| Pure Financial Advisors, LLC | 0.34% | Add +7.0% | 536,476 | $16.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.7% | 523,400 | $16.1M |
| Robertson Stephens Wealth Management, LLC | 0.56% | Add +2.1% | 491,042 | $15.1M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -3.1% | 480,847 | $14.8M |
| Fulton Breakefield Broenniman LLC | 1.05% | Add +4.2% | 473,800 | $14.6M |
| Parkside Investments, LLC | 2.03% | Add +3.3% | 448,230 | $13.8M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -5.6% | 444,026 | $13.6M |
| National Bank of Canada | 0.02% | New | 442,200 | $13.6M |
| Northside Capital Management, LLC | 2.14% | Add +20.9% | 429,258 | $13.2M |
| Avantax Advisory Services, Inc. | 0.08% | Add +13.0% | 423,815 | $13.0M |
| Capital Square, LLC | 7.61% | Add +0.9% | 421,408 | $12.9M |
| SWAN Capital LLC | 5.93% | Add +1.3% | 417,620 | $12.8M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -2.0% | 417,180 | $12.8M |
| First Citizens Bank & Trust Co. | 0.32% | Reduce -1.6% | 416,349 | $12.8M |
| Regal Investment Advisors LLC | 1.03% | Add +28.3% | 413,352 | $12.7M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +14.2% | 390,663 | $12.0M |
| Conning Inc. | 0.44% | No change | 390,500 | $12.0M |
| SBI Securities Co., Ltd. | 0.39% | Add +3.5% | 381,441 | $11.7M |
| SeaBridge Investment Advisors LLC | 2.41% | Add +57.3% | 363,582 | $11.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -22.8% | 344,300 | $10.6M |
| Atria Wealth Solutions, Inc. | 0.13% | Reduce -6.2% | 339,756 | $10.4M |
| Bank of Montreal | 0.01% | Reduce -5.2% | 339,552 | $10.4M |
| AMG National Trust Bank | 0.29% | Reduce -1.7% | 338,309 | $10.4M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -23.9% | 335,669 | $10.3M |
| Park Avenue Securities LLC | 0.13% | Add +51.3% | 335,247 | $10.3M |
| Florida Trust Wealth Management Co | 0.32% | Reduce -7.5% | 324,226 | $10.0M |
| Jones Financial Companies LLLP | 0.01% | Add +39.0% | 321,791 | $9.9M |
| Synovus Financial Corp. | 0.13% | Add +2.8% | 322,597 | $9.9M |
| Peapack Gladstone Financial Corp. | 0.15% | Add +47.1% | 320,062 | $9.8M |
| Collective Family Office LLC | 2.61% | Add +4.0% | 314,031 | $9.7M |
| Good Life Advisors, LLC | 0.67% | Add +35.6% | 309,036 | $9.5M |
| Westover Capital Advisors, LLC | 2.09% | Reduce -2.7% | 305,801 | $9.4M |
| Oak Harvest Investment Services | 1.31% | New | 304,887 | $9.4M |
| Focus Partners Wealth | 0.02% | Reduce -1.8% | 299,097 | $9.2M |
| Vantage Wealth | 1.99% | Add +0.9% | 286,100 | $8.8M |
| Frisch Financial Group, Inc. | 2.45% | New | 284,554 | $8.7M |
| Creative Planning | 0.01% | Add +34.1% | 284,246 | $8.7M |
| Captrust Financial Advisors | 0.02% | Add +2.4% | 283,255 | $8.7M |
| NewEdge Advisors, LLC | 0.05% | Reduce -19.6% | 280,494 | $8.6M |
| Capitolis Liquid Global Markets LLC | 0.07% | New | 278,000 | $8.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.37% | Reduce -2.0% | 267,530 | $8.2M |
| Campbell Capital Management Inc. | 4.76% | Reduce -4.3% | 265,420 | $8.2M |
| Ballast, Inc. | 2.27% | Add +0.6% | 261,049 | $8.0M |
| Private Advisor Group, LLC | 0.05% | Add +2.5% | 259,391 | $8.0M |
| Greenberg Financial Group | 3.28% | — | 259,622 | $7.9M |
| Capital Advisors Wealth Management, LLC | 1.33% | Add +2098.4% | 245,164 | $7.5M |
| Mesirow Financial Investment Management, Inc. | 0.14% | Add +5.5% | 240,632 | $7.4M |
| Stablepoint Partners, LLC | 1.33% | Add +5.9% | 238,910 | $7.3M |
| D.A. Davidson & Co. | 0.06% | Reduce -3.5% | 238,629 | $7.3M |
| Comerica Bank | 0.03% | Add +3.9% | 237,524 | $7.3M |
| Freedom Day Solutions, LLC | 2.22% | Add +8.6% | 236,093 | $7.3M |
| Full Sail Capital, LLC | 0.46% | Add +0.3% | 229,290 | $7.0M |
| Lido Advisors, LLC | 0.04% | Add +27.2% | 229,069 | $7.0M |
| Spectrum Asset Management, Inc. | 13.82% | Reduce -20.7% | 222,761 | $6.8M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -2.1% | 222,245 | $6.8M |
| Prospera Financial Services Inc | 0.16% | Add +11.3% | 220,603 | $6.8M |
| Global Assets Advisory, LLC | 1.25% | Add +150.1% | 221,891 | $6.6M |
| Mountain Hill Investment Partners Corp. | 6.31% | Add +1.9% | 210,049 | $6.5M |
| Moser Wealth Advisors, LLC | 3.37% | Reduce -1.0% | 209,347 | $6.4M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +5.8% | 208,201 | $6.4M |
| Angeles Wealth Management, LLC | 0.52% | Add +2.3% | 204,664 | $6.3M |
| Curran Financial Partners, LLC | 1.53% | Add +12.8% | 202,907 | $6.2M |
| Alexander Labrunerie & Co., Inc. | 2.71% | Reduce -1.2% | 201,447 | $6.2M |
| Graypoint LLC | 0.38% | Add +6.9% | 199,096 | $6.1M |
| Pinebridge Investments, L.P. | 0.05% | New | 195,455 | $6.0M |
| Independence Financial Advisors, LLC | 2.28% | — | 194,899 | $6.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.8% | 193,491 | $5.9M |
| DAVENPORT & Co LLC | 0.04% | Add +6.7% | 192,980 | $5.9M |
| GAMMA Investing LLC | 0.44% | Add +33.5% | 192,028 | $5.9M |
| MassMutual Private Wealth & Trust, FSB | 0.17% | Add +13.1% | 191,794 | $5.9M |
| Beacon Harbor Wealth Advisors, Inc. | 1.34% | Add +5.5% | 187,553 | $5.8M |
| Independent Financial Group, LLC | 0.20% | Reduce -3.2% | 187,458 | $5.8M |
| Cim, LLC | 0.84% | Add +139.5% | 183,393 | $5.6M |
| Kentucky Trust Co | 3.29% | Add +3.4% | 180,161 | $5.5M |
| Knightsbridge Asset Management, LLC | 1.44% | Add +61.3% | 179,124 | $5.5M |
| Richmond Investment Services, LLC | 2.96% | Add +11.1% | 177,432 | $5.5M |
| Quest Investment Management LLC | 0.67% | No change | 177,000 | $5.4M |
| Brookstone Capital Management | 0.08% | Reduce -7.6% | 175,592 | $5.4M |
| RPg Family Wealth Advisory, LLC | 1.53% | Add +1.7% | 174,541 | $5.4M |
| Exencial Wealth Advisors, LLC | 0.20% | Reduce -1.8% | 173,792 | $5.3M |
| Assetmark, Inc. | 0.01% | Reduce -3.3% | 170,540 | $5.2M |
| First American Trust, FSB | 0.48% | Add +14.0% | 170,208 | $5.2M |
| Crewe Advisors LLC | 0.72% | Reduce -3.4% | 167,865 | $5.2M |
| Financial Advisory Partners, LLC | 1.72% | Reduce -1.1% | 166,877 | $5.1M |
| Blue Fin Capital, Inc. | 0.99% | Add +0.3% | 166,466 | $5.1M |
| BOS Asset Management, LLC | 1.76% | Reduce -0.1% | 165,753 | $5.1M |
| Jackson, Grant Investment Advisers, Inc. | 1.96% | Add +5.9% | 164,509 | $5.1M |
| Rothschild Investment LLC | 0.34% | Reduce -14.9% | 164,491 | $5.1M |
| Eagle Strategies LLC | 0.88% | Add +8.1% | 163,956 | $5.0M |
| Intrepid Financial Planning Group LLC | 2.31% | Reduce -1.6% | 162,658 | $5.0M |
| Glaxis Capital Management, LLC | 19.23% | Add +19.1% | 162,000 | $5.0M |
| Fortress Financial Solutions, LLC | 7.14% | Add +33.7% | 160,564 | $4.9M |
| SP Asset Management LLC | 0.43% | Reduce -37.1% | 160,008 | $4.9M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +6.8% | 159,358 | $4.9M |
| XML Financial, LLC | 0.45% | Add +5.6% | 157,137 | $4.8M |
| Cornerstone Financial Group, LLC | 4.32% | Add +10.7% | 158,259 | $4.8M |
| Waverly Advisors, LLC | 0.06% | Reduce -2.0% | 155,608 | $4.8M |
| Houlihan Financial Resource Group, Ltd. | 2.14% | Reduce -7.8% | 154,918 | $4.8M |
| Bank of Stockton | 1.50% | Add +1.5% | 152,953 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -74.0% | 152,902 | $4.7M |
| Checchi Capital Advisers, LLC | 0.33% | Add +15.1% | 150,932 | $4.6M |
| Cypress Wealth Services, LLC | 0.94% | Reduce -0.3% | 150,027 | $4.6M |
| JT Stratford LLC | 0.82% | Reduce -1.0% | 149,203 | $4.6M |
| CW Advisors, LLC | 0.05% | Reduce -30.5% | 148,567 | $4.6M |
| GWN Securities Inc. | 0.26% | Add +386.1% | 150,038 | $4.5M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -7.0% | 147,417 | $4.5M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +12.7% | 143,988 | $4.4M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.0% | 151,294 | $4.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 141,226 | $4.3M |
| White Pine Capital LLC | 1.50% | Add +5.8% | 140,648 | $4.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +1.2% | 140,865 | $4.3M |
| Greenwood Capital Associates LLC | 0.56% | Reduce -27.3% | 134,788 | $4.1M |
| Canandaigua National Bank & Trust Co. | 0.41% | Reduce -6.3% | 132,413 | $4.1M |
| Benjamin Edwards Inc. | 0.06% | Add +4.1% | 132,073 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -5.3% | 132,032 | $4.1M |
| Equitable Holdings, Inc. | 0.04% | Add +4.7% | 131,656 | $4.0M |
| Crown Oak Advisors, LLC | 2.02% | No change | 130,000 | $4.0M |
| Peoples Bank | 2.70% | Reduce -1.3% | 129,665 | $4.0M |
| RFG Advisory, LLC | 0.11% | Add +1.4% | 129,240 | $4.0M |
| Redmont Wealth Advisors LLC | 7.73% | Reduce -0.3% | 129,120 | $4.0M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -25.1% | 126,651 | $3.9M |
| Winthrop Capital Management, LLC | 1.07% | Reduce -0.2% | 126,320 | $3.9M |
| Investors Research Corp | 0.84% | Add +16.1% | 126,301 | $3.9M |
| Curbstone Financial Management Corp | 0.80% | Add +5.8% | 124,263 | $3.8M |
| Wealth Advisory Solutions, LLC | 1.01% | Add +23.6% | 123,778 | $3.8M |
| Schroder Investment Management Group | 0.00% | No change | 123,030 | $3.8M |
| Perennial Advisors, LLC | 0.76% | Add +1.6% | 123,395 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -5.0% | 122,417 | $3.8M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -5.0% | 122,417 | $3.8M |
| Rwa Wealth Partners, LLC | 0.05% | Add +3.6% | 122,061 | $3.8M |
| Community Bank, N.A. | 0.50% | Add +14.2% | 121,796 | $3.7M |
| Courier Capital LLC | 0.24% | Reduce -25.8% | 121,413 | $3.7M |
| Shulman DeMeo Asset Management LLC | 1.04% | Reduce -0.5% | 119,989 | $3.7M |
| Parallel Advisors, LLC | 0.08% | Add +0.4% | 118,869 | $3.7M |
| Financial Advocates Investment Management | 0.26% | Reduce -5.4% | 118,776 | $3.6M |
| Cordatus Wealth Management LLC | 0.99% | Add +21.6% | 117,060 | $3.6M |
| Sagace Wealth Management LLC | 2.67% | Reduce -0.3% | 114,944 | $3.5M |
| Hilltop Holdings Inc. | 0.22% | Reduce -6.2% | 114,859 | $3.5M |
| DT Investment Partners, LLC | 0.33% | Reduce -11.3% | 112,774 | $3.5M |
| Burke & Herbert Bank & Trust Co. | 0.82% | Reduce -1.1% | 110,662 | $3.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.89% | Add +2.0% | 109,302 | $3.4M |
| Atlas Private Wealth Advisors | 0.47% | No change | 109,094 | $3.4M |
| Eagle Harbor Asset Management Inc. | 3.38% | Add +25.9% | 108,553 | $3.3M |
| Davidson Investment Advisors | 0.16% | Add +2.2% | 108,382 | $3.3M |
| RMR Capital Management, LLC | 2.40% | Add +1.8% | 108,354 | $3.3M |
| Procyon Advisors, LLC | 0.20% | Reduce -23.4% | 106,158 | $3.3M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -4.5% | 106,149 | $3.3M |
| Summit Financial, LLC | 0.09% | Add +0.2% | 105,848 | $3.3M |
| Fifth Third Securities, Inc. | 0.27% | Reduce -1.6% | 105,095 | $3.2M |
| Cresset Asset Management, LLC | 0.02% | Reduce -10.1% | 104,480 | $3.2M |
| Ibex Wealth Advisors | 0.42% | Reduce -13.0% | 103,927 | $3.2M |
| Fragasso Financial Advisors Inc | 0.24% | Reduce -14.0% | 103,618 | $3.2M |
| Grey Ledge Advisors, LLC | 0.83% | Reduce -0.1% | 102,853 | $3.2M |
| Fiera Capital Corp | 0.01% | Reduce -13.2% | 102,506 | $3.2M |
| Bouvel Investment Partners, LLC | 1.18% | Reduce -1.0% | 94,776 | $3.1M |
| Congress Asset Management Co. | 0.02% | Reduce -1.9% | 101,956 | $3.1M |
| Level Four Advisory Services, LLC | 0.13% | Add +1.3% | 101,823 | $3.1M |
| Safe Harbor Fiduciary, LLC | 3.22% | Reduce -0.5% | 101,205 | $3.1M |
| &partners | 0.03% | Reduce -0.3% | 100,685 | $3.1M |
| Liberty Capital Management, Inc. | 0.68% | Reduce -2.3% | 100,122 | $3.1M |
| Aprio Wealth Management, LLC | 0.38% | Add +2.9% | 98,493 | $3.0M |
| Penn Mutual Asset Management | 7.57% | No change | 97,300 | $3.0M |
| Sterling Investment Advisors, Ltd. | 0.72% | Add +6.0% | 97,150 | $3.0M |
| Crews Bank & Trust | 0.51% | Reduce -6.3% | 97,085 | $3.0M |
| Coppell Advisory Solutions LLC | 0.41% | Add +609.3% | 26,683 | $2.9M |
| SouthState Bank Corp | 0.13% | Add +5.8% | 93,803 | $2.9M |
| Atlantic Edge Private Wealth Management, LLC | 0.88% | Add +30.9% | 93,465 | $2.9M |
| Aletheian Wealth Advisors LLC | 1.61% | Add +8.4% | 93,419 | $2.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -24.4% | 93,000 | $2.9M |
| Capstone Wealth Management Group LLC | 2.24% | Reduce -9.3% | 91,501 | $2.8M |
| MIdWestOne Financial Group, Inc. | 0.40% | Reduce -23.3% | 91,235 | $2.8M |
| Palouse Capital Management, Inc. | 1.90% | Add +4.8% | 90,535 | $2.8M |
| Crabel Capital Management, LLC | 2.99% | Add +781.2% | 90,230 | $2.8M |
| Econ Financial Services Corp | 1.47% | Add +2.0% | 90,077 | $2.8M |
| Emergent Wealth Advisors, LLC | 1.99% | Add +59.1% | 89,276 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -7.5% | 89,168 | $2.7M |
| ForthRight Wealth Management, LLC | 0.91% | Reduce -8.3% | 88,754 | $2.7M |
| Victrix Investment Advisors | 1.42% | New | 89,311 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -9.9% | 87,372 | $2.7M |
| Moran Wealth Management, LLC | 0.09% | Reduce -0.4% | 87,328 | $2.7M |
| SOL Capital Management CO | 0.29% | Reduce -9.9% | 86,660 | $2.7M |
| Centaurus Financial, Inc. | 0.16% | Reduce -19.7% | 85,482 | $2.6M |
| Smith Shellnut Wilson LLC | 1.20% | Reduce -0.8% | 85,084 | $2.6M |
| D L Carlson Investment Group Inc. | 0.50% | Reduce -52.8% | 84,618 | $2.6M |
| Dumont & Blake Investment Advisors LLC | 0.72% | Add +3.4% | 84,043 | $2.6M |
| Sowa Financial Group, Inc. | 1.68% | Reduce -17.8% | 83,087 | $2.6M |
| Allworth Financial LP | 0.01% | Reduce -17.7% | 84,481 | $2.6M |
| CreativeOne Wealth, LLC | 0.08% | Add +5.2% | 82,954 | $2.5M |
| Arkos Global Advisors | 0.37% | Add +25.8% | 82,565 | $2.5M |
| Mutual Advisors, LLC | 0.07% | Add +9.6% | 82,901 | $2.5M |
| TRUE Private Wealth Advisors | 0.30% | Reduce -13.1% | 81,373 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +2.8% | 80,947 | $2.5M |
| Invictus Private Wealth, LLC | 0.20% | Reduce -3.0% | 80,409 | $2.5M |
| Insigneo Advisory Services, LLC | 0.26% | Add +7.9% | 80,352 | $2.5M |
| SageView Advisory Group, LLC | 0.10% | Add +1.6% | 79,765 | $2.5M |
| Great Diamond Partners, LLC | 0.67% | Add +2.0% | 79,474 | $2.4M |
| Disciplined Investments, LLC | 1.12% | Reduce -0.3% | 79,303 | $2.4M |
| NBT Bank, N.A. | 0.17% | Add +5.8% | 78,735 | $2.4M |
| Charles Schwab Trust Co | 0.20% | Add +21.1% | 78,132 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -20.6% | 78,124 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +0.0% | 78,020 | $2.4M |
| International Assets Investment Management, LLC | 0.21% | Add +14.0% | 77,953 | $2.4M |
| Sharper & Granite LLC | 0.97% | Add +26.0% | 76,798 | $2.4M |
| Matrix Private Capital Group LLC | 1.41% | Reduce -3.4% | 76,630 | $2.4M |
| Duncker Streett & Co. Inc. | 0.46% | Add +0.1% | 75,443 | $2.3M |
| Mgo One Seven LLC | 0.09% | Reduce -3.4% | 75,039 | $2.3M |
| Ballentine Partners, LLC | 0.04% | Add +420.8% | 74,605 | $2.3M |
| Roman Butler Fullerton & Co. | 0.88% | Reduce -13.4% | 77,448 | $2.3M |
| Arkadios Wealth Advisors | 0.09% | Reduce -5.0% | 73,802 | $2.3M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -4.2% | 73,707 | $2.3M |
| Tanager Wealth Management LLP | 0.29% | New | 73,413 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +5.6% | 72,799 | $2.2M |
| Hohimer Wealth Management, LLC | 0.44% | Reduce -1.3% | 72,614 | $2.2M |
| FOCUS Wealth Advisors, LLC | 1.22% | Add +4.0% | 71,885 | $2.2M |
| HSBC Holdings PLC | 0.00% | Add +12.9% | 71,679 | $2.2M |
| Guardian Wealth Advisors, LLC | 1.41% | Reduce -9.7% | 71,389 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +0.5% | 69,324 | $2.2M |
| St Germain D J Co. Inc. | 0.10% | Reduce -4.0% | 70,797 | $2.2M |
| TD Asset Management Inc | 0.00% | No change | 70,680 | $2.2M |
| Ariadne Wealth Management, LP | 1.13% | No change | 71,776 | $2.2M |
| IFP Advisors, Inc | 0.07% | Add +10.5% | 70,017 | $2.2M |
| Bessemer Group Inc. | 0.00% | Add +1.9% | 69,664 | $2.1M |
| Citizens Financial Group Inc. | 0.04% | Add +22.3% | 69,630 | $2.1M |
| Fagan Associates, Inc. | 0.36% | Reduce -0.6% | 69,330 | $2.1M |
| TCTC Holdings, LLC | 0.07% | Add +15.1% | 69,243 | $2.1M |
| Infinity Wealth Counsel, LLC | 2.29% | Reduce -1.8% | 69,079 | $2.1M |
| Wesbanco Bank Inc. | 0.07% | Add +1.5% | 68,727 | $2.1M |
| Cannon Wealth Management Services, LLC | 1.88% | Reduce -7.8% | 69,897 | $2.1M |
| Destination Wealth Management | 0.06% | Reduce -1.1% | 67,007 | $2.1M |
| Sound View Wealth Advisors Group, LLC | 0.17% | Reduce -2.9% | 66,725 | $2.1M |
| HFG Advisors, Inc. | 1.74% | Add +9.9% | 66,368 | $2.0M |
| SPC Financial, Inc. | 0.18% | Reduce -1.1% | 65,848 | $2.0M |
| KMG Fiduciary Partners, LLC | 0.17% | Reduce -28.0% | 65,777 | $2.0M |
| TFG Advisers LLC | 0.73% | Add +2.3% | 65,569 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -19.6% | 64,078 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Add +2.0% | 64,731 | $2.0M |
| Howard Wealth Management, LLC | 1.10% | Reduce -19.4% | 64,418 | $2.0M |
| Clearbridge Investments, LLC | 0.00% | No change | 64,182 | $2.0M |
| Wendell David Associates Inc. | 0.19% | Reduce -3.9% | 63,242 | $1.9M |
| Sei Investments Co. | 0.00% | Reduce -20.1% | 62,992 | $1.9M |
| Canandaigua National Trust Co of Florida | 1.69% | Reduce -6.2% | 62,570 | $1.9M |
| Old National Bancorp | 0.05% | Reduce -21.5% | 62,112 | $1.9M |
| Legacy Capital Wealth Partners, LLC | 0.46% | Reduce -7.1% | 61,218 | $1.9M |
| Creegan & Nassoura Financial Group, LLC | 1.25% | No change | 61,160 | $1.9M |
| Donaldson Capital Management, LLC | 0.07% | Reduce -0.6% | 61,033 | $1.9M |
| Curi Capital, LLC | 0.05% | Add +6.3% | 60,212 | $1.9M |
| Post Resch Tallon Group Inc. | 1.90% | Add +11.5% | 60,780 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +83.2% | 59,931 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Add +4.1% | 60,645 | $1.8M |
| Spire Wealth Management | 0.06% | Add +0.3% | 59,081 | $1.8M |
| Farrell Financial LLC | 1.32% | Add +1.7% | 58,964 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +7.5% | 58,898 | $1.8M |
| Dynamic Wealth Strategies, LLC | 1.50% | Add +1.8% | 58,818 | $1.8M |
| Joseph P. Lucia & Associates, LLC | 0.82% | Reduce -1.8% | 58,740 | $1.8M |
| McRae Capital Management Inc. | 0.38% | Add +0.6% | 58,271 | $1.8M |
| Powell Investment Advisors, LLC | 0.87% | Add +3.4% | 57,363 | $1.8M |
| Berkeley Capital Partners, LLC | 0.48% | Add +0.5% | 57,225 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -8.0% | 56,866 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -1.2% | 56,740 | $1.7M |
| Cadent Capital Advisors, LLC | 0.66% | Add +0.7% | 56,354 | $1.7M |
| NorthCrest Asset Manangement, LLC | 0.05% | New | 55,923 | $1.7M |
| Pinnacle Associates Ltd. | 0.03% | Add +153.5% | 55,774 | $1.7M |
| Janney Capital Management LLC | 0.11% | Reduce -6.3% | 54,211 | $1.7M |
| Armstrong Advisory Group, Inc. | 0.13% | No change | 52,975 | $1.7M |
| Tudor Financial Inc. | 0.99% | Reduce -3.5% | 53,586 | $1.6M |
| Bath Savings Trust Co | 0.17% | Reduce -0.4% | 52,858 | $1.6M |
| Brighton Jones LLC | 0.05% | Reduce -10.0% | 52,331 | $1.6M |
| Cohen & Steers, Inc. | 0.00% | Reduce -84.6% | 51,995 | $1.6M |
| IFG Advisory, LLC | 0.09% | Reduce -3.9% | 51,909 | $1.6M |
| Noesis Capital Mangement Corp. | 0.31% | Reduce -1.0% | 51,015 | $1.6M |
| Tempus Wealth Planning, LLC | 0.47% | Add +238.6% | 50,786 | $1.6M |
| Somerset Trust Co | 0.55% | Add +0.4% | 50,689 | $1.6M |
| Stokes Capital Advisors, LLC | 0.39% | Reduce -21.6% | 50,174 | $1.5M |
| Carson Advisory Inc. | 1.03% | Add +4.4% | 49,950 | $1.5M |
| Arcataur Capital Management LLC | 0.52% | Reduce -4.1% | 49,677 | $1.5M |
| Lanark Financial, Inc. | 0.13% | — | 49,667 | $1.5M |
| Financial Insights, Inc. | 0.60% | Add +7.9% | 49,432 | $1.5M |
| Balanced Wealth Group LLC | 0.73% | Reduce -0.6% | 49,423 | $1.5M |
| Sheaff Brock Investment Advisors, LLC | 0.14% | Reduce -1.0% | 49,341 | $1.5M |
| Shufro Rose & Co. LLC | 0.12% | Reduce -4.1% | 48,685 | $1.5M |
| Aviance Capital Partners, LLC | 0.21% | Add +6.4% | 47,952 | $1.5M |
| First National Trust Co | 0.06% | Reduce -14.4% | 47,644 | $1.5M |
| City Holding Co. | 0.21% | Reduce -3.0% | 47,649 | $1.5M |
| Fogel Capital Management, Inc. | 0.79% | Add +2.1% | 47,550 | $1.5M |
| Prospect Financial Services LLC | 0.81% | Reduce -6.3% | 47,420 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.42% | Add +2.7% | 47,307 | $1.5M |
| Bluefin Capital Management, LLC | 1.20% | — | 47,040 | $1.4M |
| Stone Summit Wealth LLC | 0.49% | Add +49.7% | 47,015 | $1.4M |
| Crescent Grove Advisors, LLC | 0.15% | Add +3.8% | 46,539 | $1.4M |
| Money Concepts Capital Corp. | 0.11% | Add +0.7% | 46,223 | $1.4M |
| Verity Asset Management, Inc. | 0.57% | Add +100.8% | 45,740 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.60% | Reduce -4.5% | 45,644 | $1.4M |
| FC Advisory LLC | 0.47% | Add +4.9% | 45,627 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Reduce -12.4% | 45,329 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.13% | Add +385.9% | 45,000 | $1.4M |
| Northwest Bancshares, Inc. | 0.25% | Reduce -7.0% | 44,732 | $1.4M |
| Pettyjohn, Wood & White, Inc. | 0.26% | Reduce -2.7% | 44,300 | $1.4M |
| Essex Financial Services, Inc. | 0.10% | Reduce -11.2% | 44,091 | $1.4M |
| Brave Asset Management Inc. | 0.43% | Reduce -3.1% | 44,024 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.9% | 43,727 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +5.6% | 43,661 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.2% | 43,643 | $1.3M |
| Renaissance Technologies | 0.00% | New | 43,600 | $1.3M |
| Grandview Asset Management LLC | 0.50% | Reduce -11.5% | 42,858 | $1.3M |
| HCR Wealth Advisors | 0.17% | Add +0.3% | 42,815 | $1.3M |
| Wetzel Investment Advisors, Inc. | 0.66% | Reduce -10.8% | 42,691 | $1.3M |
| Accel Wealth Management | 0.47% | Reduce -2.1% | 42,659 | $1.3M |
| Mma Asset Management LLC | 0.55% | Add +8.1% | 42,473 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +51.4% | 42,062 | $1.3M |
| Harbor Advisory Corp. | 0.43% | Reduce -2.1% | 41,873 | $1.3M |
| Sax Wealth Advisors, LLC | 0.09% | Reduce -12.1% | 41,792 | $1.3M |
| Falcon Wealth Planning | 0.14% | Reduce -42.5% | 41,639 | $1.3M |
| Montecito Bank & Trust | 0.23% | No change | 41,516 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -18.2% | 41,495 | $1.3M |
| Advisor Resource Council | 0.10% | New | 43,923 | $1.3M |
| Franklin Resources Inc. | 0.00% | No change | 41,275 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +0.3% | 41,213 | $1.3M |
| Trivium Point Advisory, LLC | 0.16% | Add +11.7% | 41,187 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +5.0% | 41,139 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +5.0% | 41,042 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -2.8% | 39,820 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.26% | Add +10.1% | 40,530 | $1.2M |
| Prairiewood Capital, LLC | 0.51% | Reduce -10.5% | 40,435 | $1.2M |
| Sierra Capital LLC | 0.15% | Reduce -9.9% | 40,412 | $1.2M |
| Simplicity Wealth,LLC | 0.10% | Add +5.6% | 39,884 | $1.2M |
| Westwood Holdings Group Inc. | 0.01% | Add +5.5% | 39,801 | $1.2M |
| Primoris Wealth Advisors, LLC | 0.95% | Reduce -10.8% | 39,746 | $1.2M |
| Private Trust Co. NA | 0.13% | Reduce -1.9% | 39,545 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -44.9% | 39,528 | $1.2M |
| CMG Global Holdings, LLC | 0.79% | Reduce -1.6% | 40,153 | $1.2M |
| Argonautica Private Wealth Management, Inc. | 0.41% | Reduce -23.1% | 39,296 | $1.2M |
| Tudor Investment Corporation | 0.01% | Reduce -40.2% | 39,062 | $1.2M |
| PFG Investments, LLC | 0.08% | Reduce -16.0% | 38,808 | $1.2M |
| Invenio Wealth Partners LLC | 0.50% | Reduce -1.1% | 38,730 | $1.2M |
| Mathes Company, Inc. | 0.49% | Reduce -3.7% | 38,650 | $1.2M |
| North Forty Two & Co. | 1.31% | Add +2.7% | 38,424 | $1.2M |
| Rockingstone Advisors LLC | 0.53% | Reduce -20.6% | 38,327 | $1.2M |
| Jacobi Capital Management LLC | 0.09% | Add +46.1% | 37,573 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -1.0% | 37,424 | $1.2M |
| Ipswich Investment Management Co., Inc. | 0.28% | No change | 37,364 | $1.1M |
| Mount Lucas Management LP | 0.54% | Reduce -56.1% | 37,173 | $1.1M |
| Talon Private Wealth, LLC | 0.15% | Reduce -32.4% | 36,998 | $1.1M |
| Financial Partners Group, Inc | 0.17% | No change | 36,898 | $1.1M |
| R.H. Investment Group, LLC | 1.08% | No change | 36,450 | $1.1M |
| Culbertson A N & Co. Inc. | 0.18% | Reduce -6.5% | 36,430 | $1.1M |
| Bank of Marin | 1.40% | Add +13.6% | 35,882 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.08% | Add +0.0% | 35,847 | $1.1M |
| Providence First Trust Co | 0.44% | Reduce -8.7% | 35,561 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Reduce -7.5% | 35,202 | $1.1M |
| American Capital Advisory, LLC | 0.58% | Reduce -0.9% | 35,100 | $1.1M |
| SS&H Financial Advisors, Inc. | 0.40% | No change | 34,900 | $1.1M |
| Lodestar Private Asset Management LLC | 0.13% | Add +5.2% | 34,724 | $1.1M |
| Strategic Financial Concepts, LLC | 0.20% | Add +0.4% | 34,604 | $1.1M |
| Independence Bank of Kentucky | 0.17% | Reduce -14.1% | 34,422 | $1.1M |
| Bank of Nova Scotia | 0.00% | No change | 34,400 | $1.1M |
| King Wealth Management Group | 0.16% | Reduce -2.9% | 34,353 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -4.1% | 34,336 | $1.1M |
| Telos Capital Management, Inc. | 0.11% | Add +3.8% | 34,283 | $1.1M |
| Orcam Financial Group | 0.98% | Add +0.1% | 33,983 | $1.0M |
| Calton & Associates, Inc. | 0.24% | Reduce -3.5% | 33,932 | $1.0M |
| PFG Advisors | 0.06% | Add +6.8% | 33,912 | $1.0M |
| Old Mission Capital LLC | 0.02% | Reduce -59.1% | 33,815 | $1.0M |
| Romano Brothers and Company | 0.13% | Add +5.5% | 33,808 | $1.0M |
| Tidal Investments LLC | 0.01% | Reduce -12.5% | 33,762 | $1.0M |
| MMBG Investment Advisors Co. | 0.12% | No change | 33,755 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Reduce -26.7% | 33,681 | $1.0M |
| StoneX Group Inc. | 0.06% | Add +3.5% | 33,675 | $1.0M |
| Objective Capital Management, LLC | 1.31% | Add +2.5% | 33,508 | $1.0M |
| Financial Counselors Inc. | 0.02% | Add +1.5% | 33,234 | $1.0M |
| New England Private Wealth Advisors LLC | 0.16% | Add +0.3% | 33,230 | $1.0M |
| Rik Saylor Financial, Inc. | 0.90% | Reduce -0.6% | 33,143 | $1.0M |
| Crestwood Advisors Group, LLC | 0.02% | Add +1.7% | 33,088 | $1.0M |
| Nicolet Advisory Services, LLC | 0.10% | Add +28.0% | 34,213 | $1.0M |
| Realta Investment Advisors | 0.45% | Reduce -5.2% | 31,917 | $981K |
| Northstar Advisory Group, LLC | 0.64% | Reduce -0.3% | 31,855 | $979K |
| Rosenberg Matthew Hamilton | 0.25% | Add +3.3% | 31,833 | $978K |
| Whittier Trust Co. | 0.01% | Reduce -1.5% | 31,775 | $976K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -3.6% | 31,325 | $963K |
| Provenance Wealth Advisors, LLC | 0.14% | Add +182.0% | 31,214 | $959K |
| Haverford Trust Co | 0.01% | No change | 31,098 | $956K |
| FAS Wealth Partners, Inc. | 0.08% | Reduce -8.9% | 31,091 | $955K |
| Caldwell Trust Co | 0.10% | Add +5.9% | 30,956 | $951K |
| WealthTrust Asset Management, LLC | 0.70% | Reduce -1.4% | 30,916 | $950K |
| Perigon Wealth Management, LLC | 0.02% | Add +4.0% | 30,767 | $945K |
| Whitener Capital Management, Inc. | 0.27% | Add +51.7% | 30,496 | $937K |
| Blair William & Co. | 0.00% | Reduce -1.1% | 30,474 | $936K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +51.1% | 30,290 | $931K |
| United Community Bank | 0.34% | Reduce -16.5% | 29,934 | $920K |
| Texas Bank & Trust Co | 0.39% | Add +19.6% | 29,918 | $919K |
| Lionsbridge Wealth Management LLC | 0.81% | Reduce -9.8% | 29,637 | $911K |
| Ascent Group, LLC | 0.04% | New | 29,609 | $910K |
| Ames National Corp. | 0.61% | Add +0.3% | 29,492 | $906K |
| Townsquare Capital LLC | 0.01% | Add +98.6% | 29,190 | $897K |
| TrueWealth Advisors, LLC | 0.29% | Reduce -25.9% | 29,116 | $895K |
| Integris Wealth Management, LLC | 0.25% | Add +4.8% | 28,911 | $888K |
| RW Investment Management LLC | 0.11% | No change | 28,777 | $884K |
| William Howard & Co Financial Advisors Inc | 0.83% | Add +4.6% | 28,758 | $884K |
| Journey Strategic Wealth LLC | 0.03% | Add +27.4% | 28,623 | $880K |
| Wharton Business Group, LLC | 0.04% | Reduce -4.4% | 28,590 | $879K |
| Portfolio Design Labs, LLC | 0.18% | No change | 28,436 | $874K |
| Guidance Point Advisors, LLC | 0.26% | Reduce -5.9% | 28,388 | $872K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -35.9% | 28,253 | $868K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -25.0% | 27,934 | $862K |
| Sigma Planning Corp | 0.03% | Reduce -9.4% | 27,900 | $857K |
| North Star Investment Management Corp. | 0.06% | Add +3.0% | 27,771 | $853K |
| Neuberger Berman Group LLC | 0.00% | Add +0.4% | 27,757 | $853K |
| Blue Trust, Inc. | 0.01% | Reduce -6.9% | 27,620 | $849K |
| Investment Planning Advisors, Inc. | 0.34% | Reduce -0.1% | 27,456 | $844K |
| Busey Bank | 0.03% | Reduce -12.8% | 27,367 | $841K |
| Investment Advisory Group, LLC | 0.28% | Reduce -0.1% | 27,333 | $840K |
| Bellecapital International Ltd. | 0.17% | No change | 27,000 | $830K |
| LongView Wealth Management | 0.25% | Reduce -2.1% | 26,810 | $824K |
| Old North State Trust, LLC | 0.52% | No change | 26,177 | $823K |
| Flputnam Investment Management Co. | 0.02% | Add +1.8% | 26,644 | $819K |
| Two Sigma Securities, LLC | 0.12% | Reduce -0.5% | 26,177 | $804K |
| Beck Bode, LLC | 0.15% | Reduce -17.2% | 26,036 | $800K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 26,000 | $799K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +27.9% | 25,904 | $796K |
| Parkside Financial Bank & Trust | 0.10% | Add +0.7% | 25,879 | $795K |
| Private Client Services, LLC | 0.39% | Add +12.8% | 25,813 | $793K |
| Aire Advisors, LLC | 0.17% | Reduce -5.5% | 25,771 | $792K |
| Sage Rhino Capital LLC | 0.18% | Add +7.5% | 25,668 | $789K |
| Mission Wealth Management, LP | 0.02% | Add +68.1% | 25,509 | $784K |
| KCM Investment Advisors LLC | 0.03% | Reduce -1.3% | 25,507 | $784K |
| Pathstone Holdings, LLC | 0.00% | Add +42.7% | 25,479 | $783K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.4% | 25,440 | $782K |
| Jefferies Financial Group Inc. | 0.01% | Add +19.5% | 25,321 | $778K |
| Montag A & Associates Inc. | 0.04% | Reduce -29.4% | 25,264 | $776K |
| Patten & Patten Inc. | 0.05% | Reduce -5.6% | 25,157 | $773K |
| Moors & Cabot, Inc. | 0.04% | Reduce -5.9% | 25,032 | $769K |
| Bowie Capital Management, LLC | 0.04% | No change | 25,000 | $768K |
| Boyd Watterson Asset Management LLC | 0.25% | Add +10.2% | 24,961 | $767K |
| Bcwm, LLC | 0.26% | Reduce -21.0% | 24,687 | $759K |
| Delphi Financial Group, Inc. | 0.46% | Add +145.0% | 24,499 | $753K |
| Clientfirst Wealth Management, LLC | 0.85% | Reduce -0.4% | 24,494 | $753K |
| Sowell Financial Services LLC | 0.03% | Add +5.0% | 24,444 | $751K |
| CGN Advisors LLC | 0.07% | Reduce -1.2% | 24,315 | $747K |
| Texas Yale Capital Corp. | 0.03% | Reduce -5.3% | 24,046 | $739K |
| Horizon Wealth Management, LLC | 0.12% | Reduce -92.9% | 24,025 | $738K |
| Advisors Asset Management, Inc. | 0.01% | Add +9.3% | 23,948 | $736K |
| Prairie Wealth Advisors, Inc. | 0.36% | Reduce -29.7% | 23,785 | $731K |
| O'ROURKE & COMPANY, Inc | 0.36% | Add +20.8% | 23,371 | $718K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -27.5% | 23,640 | $717K |
| Kovack Advisors, Inc. | 0.08% | Reduce -5.7% | 23,271 | $715K |
| Transcend Capital Advisors, LLC | 0.05% | Add +1.1% | 23,139 | $711K |
| Transatlantique Private Wealth LLC | 0.28% | Add +32.2% | 23,100 | $710K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -36.8% | 23,034 | $708K |
| Strategic Financial Partners, Ltd. | 0.37% | Reduce -2.5% | 23,033 | $708K |
| Capital Advisors, Ltd. LLC | 0.09% | Reduce -0.9% | 22,989 | $706K |
| LBMC Investment Advisors, LLC | 0.06% | No change | 22,916 | $704K |
| Sincerus Advisory, LLC | 0.73% | Add +0.6% | 22,592 | $694K |
| FMR LLC | 0.00% | Add +53.4% | 22,518 | $692K |
| Dover Advisors, LLC | 0.30% | Add +7.0% | 22,498 | $691K |
| Summit Wealth Partners, LLC | 0.14% | Add +0.1% | 22,265 | $684K |
| Alpha Omega Wealth Management LLC | 0.13% | Add +0.9% | 22,040 | $677K |
| Pennsylvania Capital Management Inc. | 0.25% | No change | 21,915 | $673K |
| Bard Associates Inc. | 0.25% | Add +7.0% | 21,825 | $671K |
| Schmidt P J Investment Management Inc. | 0.12% | Reduce -13.7% | 21,742 | $668K |
| Sonata Capital Group Inc. | 0.29% | Add +0.1% | 21,736 | $668K |
| City State Bank | 0.22% | Add +0.9% | 21,665 | $666K |
| HUB Investment Partners, LLC | 0.03% | Reduce -0.2% | 21,550 | $662K |
| Arete Wealth Advisors, LLC | 0.05% | Add +57.2% | 21,546 | $662K |
| Red Spruce Capital, LLC | 0.31% | Reduce -7.1% | 21,517 | $661K |
| Cornerstone Capital, Inc. | 0.07% | Add +17.5% | 21,450 | $659K |
| Annex Advisory Services, LLC | 0.02% | Reduce -26.8% | 21,374 | $657K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -3.9% | 21,183 | $653K |
| McAdam, LLC | 0.04% | Reduce -29.5% | 21,148 | $650K |
| Western Wealth Management, LLC | 0.04% | Reduce -60.6% | 21,028 | $646K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -7.9% | 21,157 | $645K |
| Asset Allocation & Management Company, LLC | 0.33% | No change | 21,000 | $645K |
| Proficio Capital Partners LLC | 0.05% | Reduce -16.8% | 20,935 | $643K |
| Carret Asset Management, LLC | 0.07% | Add +5.6% | 20,819 | $640K |
| Ethos Financial Group, LLC | 0.06% | No change | 20,272 | $637K |
| Valtrion Capital Management, LLC | 0.85% | Reduce -19.6% | 20,642 | $634K |
| Park Edge Advisors, LLC | 0.18% | Add +23.6% | 20,559 | $632K |
| Richwood Investment Advisors, LLC | 0.54% | Reduce -5.3% | 20,551 | $632K |
| Palogic Value Management, L.P. | 0.28% | Add +2.0% | 20,440 | $628K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -9.5% | 20,368 | $626K |
| IHT Wealth Management, LLC | 0.02% | Add +3.5% | 20,334 | $625K |
| Lineweaver Wealth Advisors, LLC | 0.11% | No change | 20,293 | $624K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -6.2% | 20,101 | $618K |
| Arax Advisory Partners | 0.04% | Add +25.1% | 20,030 | $616K |
| Melfa Wealth Management, Inc. | 0.42% | Add +1.0% | 20,015 | $615K |
| Woodmont Investment Counsel LLC | 0.04% | Add +17.0% | 19,920 | $612K |
| Haven Private, LLC | 0.34% | No change | 19,800 | $608K |
| Atlantic Union Bankshares Corp | 0.04% | Add +0.0% | 19,648 | $604K |
| Farmers & Merchants Investments Inc. | 0.02% | Add +2.0% | 19,509 | $600K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +48.3% | 19,505 | $599K |
| Edgestream Partners, L.P. | 0.02% | New | 19,456 | $598K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 19,412 | $597K |
| Penobscot Investment Management Company, Inc. | 0.06% | Reduce -0.7% | 19,400 | $596K |
| Clarity Capital Partners LLC | 0.24% | Reduce -15.1% | 19,381 | $596K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | Reduce -3.3% | 19,375 | $595K |
| Avior Wealth Management, LLC | 0.02% | Add +4.3% | 19,228 | $591K |
| World Investment Advisors | 0.02% | Add +9.8% | 19,149 | $588K |
| Christensen, King & Associates Investment Services, Inc. | 0.28% | Reduce -2.5% | 18,770 | $588K |
| KG Capital Management | 0.19% | Add +10.3% | 18,967 | $583K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.25% | No change | 18,908 | $581K |
| Moneco Advisors, LLC | 0.06% | Add +0.2% | 18,817 | $578K |
| Integrated Advisors Network LLC | 0.03% | Reduce -9.4% | 18,807 | $578K |
| Valmark Advisers, Inc. | 0.01% | Add +11.9% | 18,677 | $574K |
| Creative Financial Designs Inc. | 0.05% | Add +41.4% | 18,649 | $573K |
| Staley Capital Advisers Inc. | 0.03% | Reduce -9.8% | 18,500 | $569K |
| MSH Capital Advisors LLC | 0.18% | Add +0.6% | 18,499 | $568K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +0.5% | 18,491 | $568K |
| Lindbrook Capital, LLC | 0.05% | No change | 18,406 | $566K |
| VERITY Wealth Advisors | 0.42% | No change | 18,378 | $565K |
| Seamount Financial Group Inc. | 0.38% | Add +0.3% | 18,275 | $562K |
| Integrity Alliance, Llc. | 0.02% | New | 18,234 | $560K |
| Vigilare Wealth Management | 0.22% | Add +41.7% | 18,092 | $556K |
| Cardiff Park Advisors, LLC | 0.05% | Add +1.1% | 18,047 | $555K |
| Raab & Moskowitz Asset Management LLC | 0.14% | Reduce -4.8% | 17,994 | $553K |
| First Manhattan Co. Llc. | 0.00% | No change | 17,745 | $545K |
| Brightwater Advisory LLC | 0.43% | Reduce -1.9% | 17,700 | $544K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +4.6% | 17,538 | $539K |
| KOM Wealth Management Group, LLC | 0.47% | New | 17,530 | $539K |
| Sage Capital Management, LLC | 0.29% | Add +0.3% | 17,305 | $532K |
| CoreCap Advisors, LLC | 0.02% | Reduce -58.4% | 17,165 | $527K |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +58.1% | 17,150 | $527K |
| Delta Capital Management LLC | 0.31% | Reduce -10.5% | 17,090 | $525K |
| Everstar Asset Management, LLC | 0.35% | Reduce -16.7% | 16,955 | $521K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -20.0% | 16,939 | $520K |
| Pacific Center for Financial Services | 0.14% | Add +186.1% | 16,796 | $516K |
| Mezzasalma Advisors, LLC | 0.18% | Reduce -2.6% | 16,729 | $514K |
| City Center Advisors, LLC | 0.60% | Reduce -11.2% | 16,655 | $512K |
| Cascade Financial Partners, LLC | 0.06% | Add +9.7% | 16,606 | $510K |
| Lifeworks Advisors, LLC | 0.08% | Add +22.8% | 16,585 | $510K |
| Coordinated Financial Services, Inc. | 0.40% | — | 16,563 | $509K |
| FWL Investment Management, LLC | 0.19% | Add +140.8% | 16,427 | $505K |
| FineMark National Bank & Trust | 0.02% | Add +27.6% | 16,358 | $503K |
| Bank of New York Mellon Corp | 0.00% | Reduce -29.4% | 16,308 | $501K |
| Barry Investment Advisors, LLC | 0.13% | Reduce -4.5% | 16,235 | $499K |
| Invst, LLC | 0.07% | Reduce -3.7% | 16,205 | $498K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 16,100 | $495K |
| Petix & Botte Co | 0.13% | Reduce -19.5% | 16,069 | $494K |
| Westshore Wealth, LLC | 0.21% | Reduce -4.6% | 15,932 | $490K |
| Cibc World Market Inc. | 0.00% | Reduce -84.0% | 15,877 | $488K |
| Sawgrass Asset Management LLC | 0.06% | No change | 15,824 | $486K |
| True North Advisors, LLC | 0.09% | New | 15,751 | $484K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +24.0% | 15,742 | $484K |
| Boston Research & Management Inc. | 0.12% | Reduce -0.1% | 15,665 | $481K |
| Evergreen Capital Management LLC | 0.02% | No change | 15,619 | $480K |
| EFG Asset Management (Americas) Corp. | 0.10% | No change | 15,530 | $477K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.2% | 15,525 | $477K |
| Stolper Co | 0.16% | Add +1.2% | 15,502 | $476K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +21.4% | 15,466 | $475K |
| One Capital Management, LLC | 0.02% | Reduce -0.1% | 15,301 | $470K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -42.1% | 15,266 | $469K |
| Principle Wealth Partners LLC | 0.03% | Reduce -1.2% | 15,160 | $466K |
| SkyOak Wealth, LLC | 0.10% | No change | 14,960 | $460K |
| Cherry Tree Wealth Management, LLC | 0.11% | Reduce -48.4% | 14,858 | $457K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +6.3% | 14,843 | $456K |
| Keystone Financial Group | 0.05% | Add +114.1% | 14,754 | $453K |
| Choreo, LLC | 0.01% | Reduce -57.3% | 14,740 | $453K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -6.3% | 14,707 | $452K |
| Pallas Capital Advisors LLC | 0.02% | No change | 14,521 | $446K |
| M&T Bank Corp | 0.00% | Add +22.3% | 14,490 | $445K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 14,412 | $443K |
| Strategic Wealth Investment Group, LLC | 0.77% | Reduce -95.9% | 14,394 | $442K |
| UMB Bank, n.a. | 0.01% | New | 14,343 | $441K |
| Magnolia Capital Advisors LLC | 0.12% | Add +6.5% | 14,322 | $440K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Add +7.8% | 14,278 | $439K |
| 10Elms LLP | 0.52% | Reduce -8.8% | 14,244 | $438K |
| Balefire, LLC | 0.15% | Add +2.4% | 14,145 | $435K |
| Salem Investment Counselors Inc. | 0.02% | Add +0.7% | 14,119 | $434K |
| Evolution Wealth Advisors, LLC | 0.07% | Reduce -2.9% | 14,064 | $432K |
| Klingman & Associates, LLC | 0.03% | No change | 14,013 | $431K |
| Detalus Advisors, LLC | 0.14% | No change | 14,009 | $430K |
| Continuum Advisory, LLC | 0.06% | Add +10.3% | 14,000 | $430K |
| National Philanthropic Trust | 0.01% | No change | 14,000 | $430K |
| NewEdge Wealth, LLC | 0.01% | Reduce -10.3% | 13,982 | $430K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -11.5% | 13,972 | $429K |
| Sweeney & Michel, LLC | 0.19% | — | 14,759 | $428K |
| Carl P. Sherr & Co., LLC | 0.23% | No change | 13,886 | $427K |
| Rialto Wealth Management, LLC | 0.13% | Reduce -11.6% | 13,876 | $426K |
| Bar Harbor Wealth Management | 0.03% | No change | 13,738 | $422K |
| Country Club Bank | 0.03% | Add +0.8% | 13,661 | $421K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -9.3% | 13,678 | $420K |
| Wealth Dimensions Group, Ltd. | 0.10% | Reduce -0.9% | 13,616 | $418K |
| Hexagon Capital Partners LLC | 0.08% | Add +0.1% | 13,552 | $416K |
| Am Investment Strategies LLC | 0.10% | Reduce -49.8% | 13,542 | $416K |
| Eclectic Associates Inc. | 0.11% | Reduce -1.5% | 13,500 | $415K |
| Triumph Capital Management | 0.14% | Reduce -6.9% | 13,471 | $414K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -9.9% | 13,448 | $413K |
| Fortem Financial Group, LLC | 0.16% | Reduce -5.9% | 13,411 | $412K |
| Advisors Management Group Inc. | 0.09% | Reduce -97.3% | 13,422 | $412K |
| Tyler-Stone Wealth Management | 0.07% | Add +0.3% | 13,402 | $412K |
| Ameriflex Group, Inc. | 0.17% | Reduce -0.1% | 13,394 | $412K |
| Prudential PLC | 0.00% | No change | 13,300 | $409K |
| Morey & Quinn Wealth Partners, LLC | 0.34% | Reduce -0.8% | 13,295 | $409K |
| Wulff, Hansen & Co. | 0.37% | Reduce -2.4% | 13,275 | $408K |
| Fortitude Family Office, LLC | 0.14% | Add +22.1% | 13,122 | $403K |
| Bokf, NA | 0.01% | Reduce -1.7% | 13,114 | $403K |
| Segall Bryant & Hamill, LLC | 0.01% | Add +12.4% | 13,083 | $402K |
| Keynote Financial Services LLC | 0.29% | Add +0.3% | 13,083 | $402K |
| TFB Advisors LLC | 0.12% | Reduce -2.1% | 13,053 | $401K |
| Prudent Man Advisors, LLC | 0.15% | Add +77.9% | 13,020 | $400K |
| Fortis Group Advisors, LLC | 0.08% | Reduce -82.9% | 12,960 | $398K |
| Advyzon Investment Management, LLC | 0.14% | Add +16.5% | 12,906 | $397K |
| Apollon Financial, LLC | 0.09% | No change | 12,885 | $396K |
| CRA Financial Services, LLC | 0.07% | Reduce -2.3% | 12,768 | $392K |
| Beacon Financial Group | 0.04% | Reduce -36.0% | 12,713 | $391K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -8.2% | 12,647 | $389K |
| Fort Sheridan Advisors LLC | 0.06% | Reduce -5.6% | 12,632 | $388K |
| Northcape Wealth Management, LLC | 0.13% | Add +0.1% | 12,619 | $388K |
| Smith, Moore & Co. | 0.04% | Reduce -0.9% | 12,575 | $386K |
| Ranch Capital Advisors Inc. | 0.18% | Reduce -3.2% | 12,513 | $385K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 12,500 | $384K |
| Harbour Capital Advisors, LLC | 0.09% | Add +6.5% | 12,765 | $383K |
| Westfuller Advisors, LLC | 0.25% | Add +0.2% | 12,417 | $382K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -10.0% | 12,364 | $380K |
| United Bank | 0.05% | Reduce -2.0% | 12,313 | $378K |
| Quattro Financial Advisors LLC | 0.13% | No change | 12,302 | $378K |
| First Nebraska Trust Co | 0.04% | Reduce -2.3% | 12,261 | $377K |
| Prosperity Wealth Management, Inc. | 0.18% | Reduce -2.1% | 12,243 | $376K |
| Finer Wealth Management, Inc. | 0.22% | Reduce -7.9% | 12,216 | $375K |
| Burney Co./ | 0.01% | Reduce -24.3% | 12,207 | $375K |
| Inspire Advisors, LLC | 0.04% | New | 12,121 | $372K |
| Merit Financial Group, LLC | 0.01% | New | 12,091 | $372K |
| Register Financial Advisors LLC | 0.19% | Add +35.0% | 12,089 | $371K |
| Armstrong, Fleming & Moore, Inc | 0.45% | New | 12,082 | $371K |
| Sound Income Strategies, LLC | 0.02% | Add +192.2% | 12,070 | $371K |
| Princeton Capital Management LLC | 0.13% | Add +0.6% | 11,979 | $368K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -3.9% | 11,925 | $366K |
| Coastwise Capital Group, LLC | 0.31% | Add +6.7% | 11,881 | $365K |
| Measured Wealth Private Client Group, LLC | 0.12% | Reduce -9.5% | 11,862 | $365K |
| Kickstand Ventures, Llc. | 0.09% | Reduce -92.0% | 11,843 | $364K |
| Fulton Bank, N.A. | 0.01% | No change | 11,827 | $363K |
| Core Wealth Partners LLC | 0.21% | No change | 11,824 | $363K |
| Easterly Investment Partners LLC | 0.03% | Reduce -30.9% | 11,791 | $362K |
| Northwest Financial Advisors | 0.30% | Add +0.9% | 11,768 | $362K |
| TD Capital Management LLC | 0.04% | Add +0.2% | 11,759 | $361K |
| Ehrlich Financial Group | 0.26% | Reduce -32.3% | 11,745 | $361K |
| Argyle Capital Partners, LLC | 0.31% | Add +8.9% | 11,650 | $358K |
| TD Waterhouse Canada Inc. | 0.00% | Add +20.3% | 11,734 | $358K |
| Belpointe Asset Management LLC | 0.02% | Reduce -45.8% | 11,628 | $357K |
| MGB Wealth Management, LLC | 0.13% | Add +9.5% | 11,533 | $354K |
| KFG Wealth Management, LLC | 0.06% | Reduce -4.0% | 11,481 | $353K |
| J. W. Coons Advisors, LLC | 0.09% | Reduce -0.9% | 11,475 | $353K |
| Flywheel Private Wealth LLC | 0.32% | Add +2.7% | 11,475 | $353K |
| FSC Wealth Advisors, LLC | 0.23% | Add +62.3% | 11,354 | $349K |
| Viawealth, LLC | 0.22% | Reduce -32.5% | 11,337 | $348K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 11,316 | $348K |
| Independent Advisor Alliance | 0.01% | Reduce -81.1% | 11,269 | $346K |
| Journey Advisory Group, LLC | 0.03% | Reduce -24.0% | 11,235 | $345K |
| Calamos Wealth Management LLC | 0.02% | New | 11,139 | $342K |
| Wolverine Trading, LLC | 0.01% | Add +66.5% | 11,061 | $341K |
| Tiller Private Wealth, Inc. | 0.14% | Add +2.2% | 11,090 | $341K |
| Powers Advisory Group, LLC | 0.16% | Reduce -8.3% | 10,964 | $337K |
| Patrick M Sweeney & Associates, Inc. | 0.25% | Reduce -21.0% | 10,905 | $335K |
| Flagstar Securities, Inc. | 0.09% | Add +1.0% | 10,905 | $335K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +56.6% | 10,883 | $334K |
| Wilson & Boucher Capital Management, LLC | 0.25% | Add +8.0% | 10,800 | $332K |
| Glass Jacobson Investment Advisors llc | 0.11% | No change | 10,495 | $330K |
| Interactive Financial Advisors, Inc. | 0.17% | Add +0.7% | 10,713 | $329K |
| Fiduciary Trust Co | 0.00% | Reduce -11.0% | 10,654 | $327K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -2.1% | 10,608 | $326K |
| WealthShield Partners, LLC | 0.04% | Add +41.1% | 10,603 | $326K |
| Financial Management Professionals, Inc. | 0.04% | Add +3.1% | 10,568 | $325K |
| Capital Advisory Group Advisory Services, LLC | 0.12% | Reduce -1.9% | 10,462 | $321K |
| Afg Fiduciary Services Limited Partnership | 0.24% | Add +2.4% | 10,761 | $321K |
| ProVise Management Group, LLC | 0.03% | Reduce -9.3% | 10,447 | $321K |
| Founders Financial Securities LLC | 0.03% | New | 10,570 | $320K |
| Chemistry Wealth Management LLC | 0.07% | Reduce -4.0% | 10,365 | $319K |
| Associated Banc-Corp | 0.01% | No change | 10,357 | $318K |
| L.M. Kohn & Company | 0.08% | Reduce -11.8% | 10,287 | $316K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 10,285 | $316K |
| Meridian Wealth Management, LLC | 0.02% | Add +38.7% | 10,269 | $316K |
| Chatham Capital Group, Inc. | 0.05% | Reduce -72.0% | 10,231 | $314K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -9.1% | 10,183 | $313K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.6% | 10,155 | $312K |
| My Legacy Advisors, LLC | 0.12% | Add +2.2% | 10,141 | $312K |
| Modera Wealth Management, LLC | 0.00% | Add +3.2% | 10,130 | $311K |
| Dodds Wealth, LLC | 0.10% | Add +1.1% | 10,118 | $311K |
| Bristlecone Advisors, LLC | 0.03% | No change | 10,085 | $310K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Reduce -0.5% | 10,083 | $310K |
| Titleist Asset Management, LLC | 0.04% | Add +4.1% | 10,076 | $310K |
| Warner Financial, Inc. | 0.14% | Add +0.8% | 10,057 | $309K |
| Stableford Capital II LLC | 0.13% | Reduce -50.3% | 10,408 | $307K |
| Merrion Investment Management Co, LLC | 0.22% | No change | 10,000 | $307K |
| Norris Financial Group, LLC | 0.14% | Add +8.1% | 10,000 | $307K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 10,000 | $307K |
| Benchmark Investment Advisors LLC | 0.20% | Reduce -7.8% | 9,996 | $307K |
| Operose Advisors LLC | 0.10% | Reduce -3.7% | 9,945 | $306K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -8.5% | 9,851 | $303K |
| Sfmg, LLC | 0.02% | Add +0.6% | 9,842 | $302K |
| Ascentis Independent Advisors | 0.06% | Add +5.6% | 9,822 | $302K |
| Valeo Financial Advisors, LLC | 0.01% | Add +3.1% | 9,774 | $300K |
| Bell Bank | 0.02% | No change | 9,747 | $300K |
| Keystone Wealth Services, LLC | 0.08% | Reduce -22.2% | 9,716 | $299K |
| Weaver Consulting Group | 0.09% | Reduce -7.4% | 9,705 | $298K |
| Gradient Investments LLC | 0.01% | Add +2.1% | 9,695 | $298K |
| Investmark Advisory Group LLC | 0.15% | Reduce -7.5% | 9,623 | $296K |
| Midwest Financial Group LLC | 0.17% | Reduce -4.3% | 9,555 | $294K |
| Websterrogers Financial Advisors, LLC | 0.10% | Add +0.3% | 9,542 | $293K |
| Bensler, LLC | 0.04% | Reduce -7.5% | 9,432 | $290K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +3.7% | 9,425 | $289K |
| Bank & Trust Co | 0.24% | No change | 9,374 | $288K |
| GenWealth Group, Inc. | 0.06% | No change | 9,342 | $287K |
| Norden Group LLC | 0.03% | Add +9.9% | 9,339 | $287K |
| Winthrop Advisory Group LLC | 0.03% | No change | 9,295 | $286K |
| E&G Advisors, LLC | 0.08% | Reduce -0.1% | 9,184 | $282K |
| Smithfield Trust Co | 0.01% | No change | 8,996 | $282K |
| Leigh Baldwin & Co., LLC | 0.23% | Add +0.4% | 9,160 | $281K |
| Proathlete Wealth Management LLC | 0.10% | No change | 9,110 | $280K |
| Quantum Financial Advisors, LLC | 0.04% | Reduce -27.4% | 8,997 | $276K |
| Apriem Advisors | 0.03% | Reduce -14.3% | 8,942 | $275K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -1.7% | 8,913 | $274K |
| Keudell/Morrison Wealth Management | 0.06% | Reduce -8.7% | 8,893 | $273K |
| Instrumental Wealth, LLC | 0.25% | Add +1.9% | 8,995 | $272K |
| Ironwood Financial, llc | 0.06% | Reduce -1.7% | 8,794 | $270K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.1% | 8,779 | $270K |
| MKT Advisors LLC | 0.13% | No change | 9,200 | $268K |
| 180 Wealth Advisors, LLC | 0.04% | No change | 8,706 | $268K |
| Columbia Advisory Partners LLC | 0.23% | Add +10.0% | 8,701 | $267K |
| LJI Wealth Management, LLC | 0.05% | Reduce -3.7% | 8,685 | $267K |
| Greenwich Wealth Management LLC | 0.02% | Add +13.4% | 8,621 | $265K |
| Moseley Investment Management Inc. | 0.10% | Add +25.8% | 8,594 | $264K |
| Balboa Wealth Partners | 0.06% | Add +0.0% | 8,587 | $264K |
| First National Corp. /Ma/ | 0.06% | Reduce -89.1% | 8,545 | $263K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.8% | 8,526 | $262K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -54.4% | 8,474 | $260K |
| Apella Capital, LLC | 0.01% | Reduce -10.7% | 8,726 | $260K |
| TPG Advisors LLC | 0.21% | Add +8.2% | 8,466 | $260K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -54.4% | 8,474 | $259K |
| Barrett & Company, Inc. | 0.11% | Reduce -10.1% | 8,409 | $258K |
| Ingalls & Snyder LLC | 0.01% | Reduce -12.5% | 8,400 | $258K |
| Synergy Asset Management, LLC | 0.03% | Reduce -57.6% | 8,380 | $258K |
| Lazari Capital Management, Inc. | 0.10% | Reduce -11.8% | 8,217 | $253K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -11.7% | 8,151 | $250K |
| First Merchants Corp. | 0.01% | Reduce -30.5% | 8,093 | $249K |
| First Financial Bank - Trust Division | 0.02% | Reduce -38.4% | 8,068 | $248K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -4.1% | 8,000 | $246K |
| Seelaus Asset Management LLC | 0.24% | Add +22.8% | 7,964 | $245K |
| Clare Market Investments LLC | 0.06% | Add +9.2% | 7,948 | $244K |
| PUREfi Wealth, LLC | 0.24% | No change | 7,941 | $244K |
| McDonald Partners LLC | 0.06% | No change | 7,935 | $244K |
| C2C Wealth Management, LLC | 0.23% | No change | 7,915 | $243K |
| Red Crane Wealth Management, LLC | 0.23% | Reduce -13.4% | 7,870 | $242K |
| Wealth Effects LLC | 0.10% | Reduce -1.6% | 7,802 | $240K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -22.9% | 7,750 | $238K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -52.8% | 7,737 | $238K |
| Americana Partners, LLC | 0.01% | New | 7,717 | $237K |
| Optimum Investment Advisors | 0.11% | No change | 7,600 | $234K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -15.8% | 7,561 | $232K |
| Axis Wealth Partners, LLC | 0.17% | Reduce -1.7% | 7,550 | $232K |
| Breed's Hill Capital LLC | 0.12% | No change | 7,522 | $231K |
| Olde Wealth Management, LLC | 0.08% | Add +0.0% | 7,504 | $230K |
| Bison Wealth, LLC | 0.02% | New | 7,592 | $229K |
| Insight Wealth Partners, LLC | 0.14% | No change | 7,440 | $229K |
| Headlands Technologies LLC | 0.03% | New | 7,416 | $228K |
| New Insight Wealth Advisors | 0.10% | Reduce -2.0% | 7,406 | $228K |
| Wealthstar Advisors, LLC | 0.10% | Reduce -15.9% | 7,367 | $226K |
| Savvy Advisors, Inc. | 0.02% | Reduce -11.8% | 7,344 | $226K |
| Lane & Associates LLC | 0.12% | Reduce -55.1% | 7,326 | $225K |
| Cypress Capital Group | 0.03% | Reduce -30.8% | 7,305 | $224K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -8.0% | 7,294 | $224K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 7,285 | $224K |
| Colonial Trust Co / SC | 0.03% | Add +0.4% | 7,267 | $223K |
| Zacks Investment Management | 0.00% | Reduce -89.8% | 7,255 | $223K |
| Ritholtz Wealth Management | 0.01% | Reduce -2.9% | 7,216 | $222K |
| Tran Capital Management, L.P. | 0.03% | No change | 7,115 | $219K |
| HF Advisory Group, LLC | 0.09% | Reduce -12.5% | 7,065 | $217K |
| Key Financial Inc | 0.05% | Reduce -15.9% | 7,032 | $216K |
| Sanders Morris Harris LLC | 0.03% | No change | 7,017 | $216K |
| AdvisorNet Financial, Inc | 0.02% | Add +2.9% | 6,993 | $215K |
| PKS Advisory Services, LLC | 0.06% | Reduce -42.7% | 6,990 | $215K |
| WealthBridge Capital Management, LLC | 0.06% | Reduce -2.7% | 6,953 | $214K |
| Allium Financial Advisors, LLC | 0.19% | — | 6,941 | $213K |
| Archer Investment Corp | 0.06% | Add +0.0% | 6,915 | $213K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 6,884 | $212K |
| Stonegate Investment Group, LLC | 0.01% | No change | 6,874 | $211K |
| Next Level Private LLC | 0.08% | Add +1.1% | 6,866 | $211K |
| Verdence Capital Advisors LLC | 0.02% | No change | 6,855 | $211K |
| Oxbow Advisors, LLC | 0.02% | Reduce -8.7% | 6,855 | $211K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -19.1% | 6,826 | $210K |
| Millennium Capital Advisors, LLC | 0.15% | Reduce -7.8% | 6,825 | $210K |
| Denver Wealth Management, Inc. | 0.10% | Reduce -2.3% | 6,821 | $210K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +6.6% | 6,809 | $209K |
| Pines Wealth Management, LLC | 0.10% | New | 7,110 | $206K |
| Scotia Capital Inc. | 0.00% | Reduce -4.4% | 6,701 | $206K |
| Evoke Wealth, LLC | 0.01% | Add +0.8% | 6,686 | $205K |
| RMR Wealth Builders | 0.02% | Reduce -13.3% | 6,663 | $205K |
| Tocqueville Asset Management L.P. | 0.00% | New | 6,660 | $205K |
| Camarda Financial Advisors, LLC | 0.09% | Reduce -78.4% | 6,644 | $204K |
| Mokosak Advisory Group, LLC | 0.06% | Add +1.1% | 6,602 | $203K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -2.7% | 6,573 | $202K |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | New | 6,726 | $201K |
| Ancora Advisors LLC | 0.00% | Add +4.1% | 6,511 | $200K |
| Webster Bank, N. A. | 0.02% | Reduce -13.7% | 6,302 | $194K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 6,200 | $190K |
| Wellington Shields & Co., LLC | 0.06% | Add +9.8% | 6,140 | $189K |
| New England Asset Management Inc. | 0.03% | No change | 6,000 | $184K |
| AlphaCore Capital LLC | 0.01% | New | 5,724 | $176K |
| WASHINGTON TRUST Co | 0.01% | Add +2.0% | 5,611 | $172K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -35.1% | 5,555 | $171K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 5,536 | $170K |
| Zions Bancorporation, National Association | 0.01% | — | 5,500 | $169K |
| Hillsdale Investment Management Inc. | 0.01% | New | 4,700 | $144K |
| MRP Capital Investments, LLC | 0.13% | No change | 4,689 | $144K |
| Vermillion Wealth Management, Inc. | 0.04% | Reduce -23.9% | 4,408 | $135K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -5.5% | 4,316 | $133K |
| Hollencrest Capital Management | 0.01% | Add +1.1% | 4,205 | $129K |
| Clearstead Advisors, LLC | 0.00% | Add +2.9% | 3,969 | $122K |
| Bogart Wealth, LLC | 0.01% | Reduce -2.9% | 3,908 | $120K |
| Nvwm, LLC | 0.03% | Reduce -1.2% | 3,891 | $120K |
| Atticus Wealth Management, LLC | 0.04% | Reduce -58.0% | 3,852 | $118K |
| Glenmede Trust Co. NA | 0.00% | Add +175.6% | 3,643 | $112K |
| Wellington Shields Capital Management, LLC | 0.02% | Add +149.2% | 3,593 | $110K |
| Union Savings Bank | 0.05% | Reduce -5.3% | 3,539 | $109K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +6.8% | 3,553 | $108K |
| Cove Street Capital, LLC | 0.17% | No change | 3,500 | $108K |
| Pacifica Partners Inc. | 0.05% | Add +0.2% | 3,506 | $105K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -85.0% | 3,330 | $102K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 3,286 | $101K |
| Westside Investment Management, Inc. | 0.02% | Add +32.3% | 3,253 | $100K |
| Briaud Financial Planning Inc | 0.04% | No change | 3,158 | $97K |
| Elequin Capital, LP | 0.02% | New | 3,076 | $95K |
| BankPlus Trust Department | 0.03% | No change | 3,000 | $92K |
| Albion Financial Group | 0.01% | Reduce -92.2% | 2,986 | $92K |
| Manchester Capital Management LLC | 0.01% | Reduce -37.0% | 2,932 | $90K |
| Nalls Sherbakoff Group, LLC | 0.07% | — | 2,866 | $88K |
| Activest Wealth Management | 0.02% | Add +9.4% | 2,849 | $88K |
| Topsail Wealth Management, LLC | 0.02% | No change | 2,750 | $85K |
| CVA Family Office, LLC | 0.01% | No change | 2,733 | $84K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -10.8% | 2,700 | $83K |
| BTG Pactual Asset Management US LLC | 0.01% | Reduce -73.5% | 2,692 | $83K |
| LFA - Lugano Financial Advisors SA | 0.06% | No change | 2,644 | $81K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +250.3% | 2,610 | $80K |
| Avion Wealth | 0.02% | No change | 2,465 | $77K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,501 | $77K |
| Pandora Wealth, Inc. | 0.05% | — | 2,500 | $77K |
| Larson Financial Group LLC | 0.00% | Reduce -17.9% | 2,484 | $76K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 2,430 | $75K |
| EPG Wealth Management LLC | 0.02% | Reduce -42.6% | 2,428 | $75K |
| HM Payson & Co. | 0.00% | Add +238.4% | 2,369 | $73K |
| Murphy & Mullick Capital Management Corp | 0.07% | Reduce -5.4% | 2,256 | $69K |
| Eastern Bank | 0.00% | No change | 2,150 | $66K |
| 2UniFi Bank | 0.04% | No change | 2,030 | $65K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -93.1% | 2,085 | $64K |
| Tsfg, LLC | 0.01% | Add +0.1% | 2,088 | $64K |
| PSI Advisors, LLC | 0.02% | Reduce -8.0% | 2,077 | $64K |
| Legacy Wealth Managment, LLC | 0.04% | New | 1,947 | $60K |
| N.E.W. Advisory Services LLC | 0.00% | New | 1,902 | $58K |
| MPWM Advisory Solutions, LLC | 0.04% | Reduce -7.9% | 1,862 | $57K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,833 | $56K |
| Rakuten Securities, Inc. | 0.03% | Reduce -52.9% | 1,755 | $54K |
| Hoese & Co LLP | 0.05% | No change | 1,700 | $52K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.5% | 1,695 | $52K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -51.8% | 1,688 | $52K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 1,551 | $48K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 1,535 | $47K |
| Templeton & Phillips Capital Management, LLC | 0.03% | No change | 1,530 | $47K |
| Rossby Financial, LCC | 0.02% | New | 1,537 | $46K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 43,837 | $44K |
| JDM Financial Group LLC | 0.02% | No change | 1,405 | $43K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -15.2% | 1,400 | $43K |
| Darwin Wealth Management, LLC | 0.01% | No change | 1,335 | $42K |
| NorthRock Partners, LLC | 0.00% | Add +8.7% | 1,362 | $42K |
| Pflug Koory, LLC | 0.02% | Add +0.8% | 1,330 | $41K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,310 | $40K |
| Global Financial Private Client, LLC | 0.02% | Reduce -1.5% | 1,302 | $40K |
| Synergy Investment Management, LLC | 0.02% | Reduce -26.3% | 1,198 | $37K |
| Front Row Advisors LLC | 0.01% | No change | 1,159 | $36K |
| Sachetta, LLC | 0.01% | No change | 1,150 | $35K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 1,143 | $35K |
| Atwood & Palmer Inc. | 0.00% | Reduce -64.3% | 1,140 | $35K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 1,100 | $34K |
| Wolverine Asset Management LLC | 0.00% | New | 1,100 | $34K |
| Compass Financial Services Inc | 0.02% | Add +1.1% | 1,100 | $34K |
| Howe & Rusling Inc. | 0.00% | Reduce -34.1% | 1,055 | $32K |
| Islay Capital Management, LLC | 0.02% | No change | 1,000 | $31K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,000 | $31K |
| Citizens National Bank Trust Department | 0.01% | New | 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 |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -51.4% | 899 | $28K |
| Godsey & Gibb, Inc. | 0.00% | No change | 875 | $27K |
| YANKCOM Partnership | 0.01% | No change | 863 | $27K |
| Center for Financial Planning, Inc. | 0.00% | New | 850 | $26K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -0.6% | 845 | $26K |
| Luminist Capital LLC | 0.03% | Reduce -31.2% | 822 | $25K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -99.2% | 806 | $25K |
| Grove Bank & Trust | 0.00% | New | 800 | $25K |
| Gen-Wealth Partners Inc | 0.01% | No change | 760 | $23K |
| S.A. Mason LLC | 0.01% | No change | 740 | $23K |
| Anderson Financial Strategies, LLC | 0.01% | New | 700 | $22K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 700 | $22K |
| Robbins Farley | 0.01% | Add +3.7% | 694 | $21K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 685 | $21K |
| WPG Advisers, LLC | 0.02% | Reduce -21.8% | 634 | $19K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 630 | $19K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 610 | $19K |
| Capital Analysts, LLC | 0.00% | Add +531.9% | 594 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -20.4% | 552 | $17K |
| Syntax Research, Inc. | 0.01% | Reduce -53.1% | 536 | $16K |
| First PREMIER Bank | 0.00% | Add +18.1% | 510 | $16K |
| Nemes Rush Group LLC | 0.00% | No change | 520 | $16K |
| Park Place Capital Corp | 0.00% | New | 510 | $16K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $15K |
| Trust Co | 0.00% | New | 500 | $15K |
| Motco | 0.00% | No change | 500 | $15K |
| Coldstream Capital Management Inc. | 0.00% | New | 481 | $15K |
| Byrne Asset Management LLC | 0.01% | No change | 475 | $15K |
| Eukles Asset Management | 0.01% | No change | 468 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.7% | 463 | $14K |
| Coastline Trust Co | 0.00% | No change | 435 | $13K |
| Flaharty Asset Management, LLC | 0.00% | New | 431 | $13K |
| Tucker Asset Management LLC | 0.00% | New | 400 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 387 | $12K |
| Winch Advisory Services, LLC | 0.00% | Add +1.1% | 358 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 358 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.1% | 351 | $11K |
| Bangor Savings Bank | 0.00% | New | 348 | $11K |
| GW&K Investment Management, LLC | 0.00% | New | 312 | $10K |
| NFSG Corp | 0.00% | No change | 310 | $10K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 300 | $9K |
| Concord Wealth Partners | 0.00% | Reduce -73.2% | 252 | $8K |
| Thompson Investment Management, Inc. | 0.00% | No change | 250 | $8K |
| Financial Perspectives, Inc | 0.00% | No change | 232 | $7K |
| Garde Capital, Inc. | 0.00% | New | 225 | $7K |
| Friedenthal Financial | 0.00% | No change | 216 | $7K |
| Bellevue Asset Management, LLC | 0.00% | No change | 200 | $6K |
| GoalVest Advisory LLC | 0.00% | New | 200 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | — | 200 | $6K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 200 | $6K |
| Costello Asset Management, INC | 0.00% | New | 200 | $6K |
| Ridgewood Investments LLC | 0.00% | Reduce -50.0% | 192 | $6K |
| Richardson Financial Services Inc. | 0.00% | No change | 174 | $5K |
| Chilton Capital Management LLC | 0.00% | Reduce -47.2% | 170 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 167 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.8% | 168 | $5K |
| Transce3nd, LLC | 0.00% | Reduce -89.8% | 156 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 152 | $5K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 150 | $5K |
| LRI Investments, LLC | 0.00% | No change | 150 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 150 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 134 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 129 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +1311.1% | 127 | $4K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 125 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 112 | $3K |
| Bfsg, LLC | 0.00% | No change | 100 | $3K |
| Elevate Wealth Advisory, Inc. | 0.00% | New | 92 | $3K |
| Investment Management Corp. /Va/ | 0.00% | No change | 90 | $3K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 90 | $3K |
| Bank of New Hampshire | 0.00% | No change | 86 | $3K |
| BNP Paribas Financial Markets | 0.00% | No change | 80 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 68 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.6% | 68 | $2K |
| Roble, Belko & Company, Inc | 0.00% | Add +1.5% | 66 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 64 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 60 | $2K |
| PayPay Securities Corp | 0.10% | Reduce -9.8% | 55 | $2K |
| Perkins Coie Trust Co | 0.00% | No change | 50 | $2K |
| Roxbury Financial LLC | 0.00% | Reduce -66.7% | 48 | $2K |
| New Millennium Group LLC | 0.00% | Reduce -65.0% | 49 | $2K |
| Kiker Wealth Management, LLC | 0.00% | No change | 49 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -4.9% | 39 | $1K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 36 | $1K |
| CGC Financial Services, LLC | 0.00% | No change | 35 | $1K |
| IMG Wealth Management, Inc. | 0.00% | Reduce -74.1% | 30 | $932 |
| Global Wealth Strategies & Associates | 0.00% | No change | 24 | $738 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 14 | $413 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $369 |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 11 | $339 |
| Davis Capital Management | 0.00% | No change | 10 | $311 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $61 |
| 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.