iShares Preferred & Income SPFFETF
13F holders, Q2 2025 (June 30)988holders −37
53new positions
94sold out
3famous investors
$29.90avg. 13F price*
At the end of Q2 2025, 988 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, down 37 from Q1 2025. 53 opened new positions and 94 sold out. The largest holders were Bank of America Corp. ($660.6M), Morgan Stanley ($469.5M) and Wells Fargo & Company ($276.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Preferred & Income S
- CUSIP
- 464288687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $154.3M |
| Exits | 94 | $109.4M |
All 13F filers, Q1 2025 → Q2 2025: 15,020,345 shares bought and 21,257,549 shares sold, net −6,237,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 988 holders
| Bank of America Corp. | 0.05% | Reduce -13.0% | 21,533,165 | $660.6M |
| Morgan Stanley | 0.03% | Reduce -6.9% | 15,303,209 | $469.5M |
| Wells Fargo & Company | 0.06% | Reduce -15.0% | 9,022,801 | $276.8M |
| LPL Financial LLC | 0.08% | Reduce -1.0% | 8,057,163 | $247.2M |
| UBS Group AG | 0.04% | Reduce -5.0% | 5,598,807 | $171.8M |
| Royal Bank of Canada | 0.03% | Reduce -13.0% | 4,305,502 | $132.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -11.9% | 4,212,625 | $129.2M |
| Mariner, LLC | 0.16% | Reduce -1.4% | 3,672,150 | $112.6M |
| First Interstate Bank | 5.16% | Reduce -4.8% | 2,865,167 | $87.9M |
| Wellington Management Group LLP | 0.02% | New | 2,700,100 | $82.8M |
| Raymond James Financial Inc. | 0.03% | Add +26.9% | 2,623,059 | $80.5M |
| BlackRock, Inc. | 0.00% | Reduce -7.7% | 2,610,950 | $80.1M |
| US Bancorp \de | 0.08% | Reduce -7.7% | 2,023,625 | $62.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.5% | 1,968,853 | $60.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.00% | Add +3.4% | 1,948,730 | $59.8M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -11.4% | 1,825,251 | $56.0M |
| Truist Financial Corp. | 0.08% | Reduce -1.7% | 1,780,344 | $54.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.0% | 1,706,571 | $52.4M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -11.2% | 1,524,542 | $49.0M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -4.8% | 1,478,568 | $45.4M |
| Cetera Investment Advisers | 0.07% | Add +24.5% | 1,444,171 | $44.3M |
| Deutsche Bank AG | 0.02% | Reduce -11.9% | 1,369,883 | $42.0M |
| Fifth Third Bancorp | 0.13% | Reduce -5.0% | 1,267,323 | $38.9M |
| Osaic Holdings, Inc. | 0.07% | Reduce -1.7% | 1,223,165 | $37.5M |
| Edge Wealth Management LLC | 7.02% | Reduce -8.9% | 1,187,310 | $36.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -9.4% | 1,162,781 | $35.7M |
| Greenleaf Trust | 0.30% | Reduce -2.0% | 1,115,156 | $34.2M |
| Dakota Wealth Management | 0.70% | Reduce -1.6% | 1,083,281 | $33.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +1.1% | 1,063,229 | $33.0M |
| Townsend & Associates, Inc | 3.12% | Add +7.8% | 1,009,989 | $31.5M |
| Montis Financial, LLC | 8.60% | Add +15.5% | 1,008,117 | $30.9M |
| Baird Financial Group, Inc. | 0.05% | Add +6.9% | 1,001,603 | $30.7M |
| MAI Capital Management | 0.19% | Reduce -4.0% | 886,104 | $27.2M |
| Insight Wealth Strategies, LLC | 3.43% | Add +11.4% | 884,451 | $27.1M |
| Commerce Bank | 0.15% | Add +2.2% | 850,464 | $26.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.42% | Reduce -0.3% | 836,063 | $25.7M |
| Stephens Inc. | 0.35% | Reduce -3.9% | 826,925 | $25.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -10.3% | 819,504 | $25.1M |
| Stifel Financial Corp. | 0.02% | Reduce -3.9% | 792,197 | $24.3M |
| GDS Wealth Management | 1.71% | Add +9.0% | 763,455 | $23.4M |
| Summit Financial Wealth Advisors, LLC | 3.94% | Add +1.1% | 715,275 | $21.9M |
| Hennion & Walsh Asset Management, Inc. | 0.87% | New | 700,414 | $21.5M |
| Jaffetilchin Investment Partners, LLC | 1.39% | Reduce -0.9% | 691,210 | $21.2M |
| Keybank National Association | 0.08% | Reduce -3.5% | 686,775 | $21.1M |
| Welch & Forbes LLC | 0.26% | Reduce -0.8% | 666,320 | $20.4M |
| Corient Private Wealth LP | 0.03% | Reduce -9.3% | 627,667 | $19.3M |
| MML Investors Services, LLC | 0.05% | Add +4.5% | 586,602 | $18.0M |
| Citigroup Inc. | 0.01% | Reduce -16.5% | 578,544 | $17.7M |
| Country Trust Bank | 0.39% | Add +0.2% | 569,984 | $17.5M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.11% | No change | 567,500 | $17.4M |
| Pure Financial Advisors, LLC | 0.30% | Add +4.5% | 560,568 | $17.2M |
| Cerity Partners LLC | 0.03% | Reduce -9.7% | 553,491 | $17.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -15.4% | 518,576 | $15.9M |
| Renaissance Technologies | 0.02% | Add +1062.4% | 506,800 | $15.5M |
| Parkside Investments, LLC | 2.06% | Add +10.5% | 495,428 | $15.2M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +273.4% | 492,949 | $15.1M |
| Kestra Advisory Services, LLC | 0.07% | Add +10.9% | 492,320 | $15.1M |
| Northside Capital Management, LLC | 1.12% | Add +11.7% | 479,636 | $14.7M |
| HRT Financial LP | 0.06% | Reduce -54.4% | 466,887 | $14.3M |
| Robertson Stephens Wealth Management, LLC | 0.48% | Reduce -8.3% | 450,200 | $13.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -6.9% | 447,836 | $13.7M |
| SeaBridge Investment Advisors LLC | 2.51% | Add +21.2% | 440,736 | $13.5M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +12.4% | 438,932 | $13.5M |
| SBI Securities Co., Ltd. | 0.38% | Add +14.3% | 435,969 | $13.4M |
| Capital Square, LLC | 6.79% | Reduce -3.2% | 408,075 | $12.7M |
| First Citizens Bank & Trust Co. | 0.23% | Reduce -0.6% | 413,664 | $12.7M |
| Fulton Breakefield Broenniman LLC | 0.85% | Reduce -13.0% | 412,366 | $12.7M |
| Regal Investment Advisors LLC | 0.94% | Reduce -0.7% | 410,639 | $12.6M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -3.1% | 404,354 | $12.4M |
| Conning Inc. | 0.43% | No change | 390,500 | $12.0M |
| Ballast, Inc. | 3.04% | Add +45.1% | 378,855 | $11.6M |
| Hilton Capital Management, LLC | 0.91% | Reduce -73.6% | 372,537 | $11.4M |
| Jones Financial Companies LLLP | 0.01% | Add +12.0% | 360,345 | $11.0M |
| NewEdge Advisors, LLC | 0.06% | Add +28.1% | 359,311 | $11.0M |
| Good Life Advisors, LLC | 0.66% | Add +11.3% | 343,813 | $10.5M |
| Park Avenue Securities LLC | 0.10% | Add +2.4% | 343,257 | $10.5M |
| Florida Trust Wealth Management Co | 0.32% | Add +5.1% | 340,820 | $10.5M |
| AlphaStar Capital Management, LLC | 0.72% | New | 333,363 | $10.2M |
| Full Sail Capital, LLC | 0.57% | Add +41.1% | 323,431 | $9.9M |
| Oak Harvest Investment Services | 1.22% | Add +3.9% | 316,654 | $9.7M |
| Synovus Financial Corp. | 0.12% | Reduce -2.5% | 314,408 | $9.6M |
| AMG National Trust Bank | 0.25% | Reduce -7.5% | 312,993 | $9.6M |
| Quadrature Capital Ltd | 0.16% | New | 312,003 | $9.6M |
| Focus Partners Wealth | 0.02% | Add +2.6% | 306,913 | $9.4M |
| Bank of Montreal | 0.00% | Reduce -9.9% | 305,816 | $9.4M |
| Captrust Financial Advisors | 0.02% | Add +7.8% | 305,358 | $9.4M |
| Collective Family Office LLC | 2.36% | Reduce -4.8% | 298,995 | $9.2M |
| Frisch Financial Group, Inc. | 2.21% | Add +3.4% | 294,202 | $9.0M |
| Campbell Capital Management Inc. | 3.21% | Add +1.0% | 268,100 | $8.2M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -16.3% | 267,929 | $8.2M |
| Susquehanna International Group, LLP | 0.01% | Add +64.0% | 250,772 | $7.7M |
| Stablepoint Partners, LLC | 1.29% | Add +3.6% | 247,607 | $7.6M |
| Greenberg Financial Group | 2.84% | Reduce -4.4% | 248,249 | $7.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -28.6% | 245,695 | $7.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -7.4% | 240,264 | $7.4M |
| D.A. Davidson & Co. | 0.05% | Reduce -1.6% | 234,749 | $7.2M |
| Mesirow Financial Investment Management, Inc. | 0.14% | Reduce -3.5% | 232,173 | $7.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -63.7% | 229,934 | $7.1M |
| Freedom Day Solutions, LLC | 2.09% | Reduce -3.0% | 228,983 | $7.0M |
| Prospera Financial Services Inc | 0.13% | Add +2.8% | 226,773 | $7.0M |
| DAVENPORT & Co LLC | 0.04% | Add +15.2% | 222,263 | $6.8M |
| Bard Associates Inc. | 2.18% | Add +912.9% | 221,074 | $6.8M |
| Comerica Bank | 0.03% | Reduce -7.1% | 220,620 | $6.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.26% | Reduce -18.7% | 217,404 | $6.7M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +2.9% | 214,229 | $6.6M |
| SWAN Capital LLC | 2.83% | Reduce -49.2% | 212,323 | $6.5M |
| Mountain Hill Investment Partners Corp. | 5.45% | Add +0.7% | 211,549 | $6.5M |
| Angeles Wealth Management, LLC | 0.43% | Add +0.8% | 206,216 | $6.3M |
| Alliancebernstein L.P. | 0.00% | Add +6.2% | 205,400 | $6.3M |
| Bluefin Capital Management, LLC | 4.87% | Add +325.2% | 200,000 | $6.1M |
| Graypoint LLC | 0.34% | Reduce -0.0% | 199,014 | $6.1M |
| Brookstone Capital Management | 0.08% | Add +13.2% | 198,810 | $6.1M |
| Alexander Labrunerie & Co., Inc. | 2.52% | Reduce -1.6% | 198,273 | $6.1M |
| Cim, LLC | 0.82% | Add +8.0% | 198,035 | $6.1M |
| MassMutual Private Wealth & Trust, FSB | 0.16% | Add +2.7% | 197,055 | $6.0M |
| Moser Wealth Advisors, LLC | 2.90% | Reduce -5.9% | 197,023 | $6.0M |
| Pinebridge Investments, L.P. | 0.05% | No change | 195,455 | $6.0M |
| Kentucky Trust Co | 3.28% | Add +3.4% | 186,296 | $5.7M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -56.4% | 184,799 | $5.7M |
| Millennium Management | 0.01% | New | 181,810 | $5.6M |
| Independent Financial Group, LLC | 0.15% | Reduce -5.0% | 178,091 | $5.5M |
| Assetmark, Inc. | 0.01% | Add +4.3% | 177,795 | $5.5M |
| Quest Investment Management LLC | 0.60% | No change | 177,000 | $5.4M |
| First American Trust, FSB | 0.43% | Add +3.3% | 175,793 | $5.4M |
| Lido Advisors, LLC | 0.03% | Reduce -23.4% | 175,374 | $5.4M |
| Knightsbridge Asset Management, LLC | 1.20% | Reduce -2.3% | 175,054 | $5.4M |
| RPg Family Wealth Advisory, LLC | 1.41% | Reduce -1.0% | 172,831 | $5.3M |
| Glaxis Capital Management, LLC | 7.05% | Add +6.2% | 172,000 | $5.3M |
| XML Financial, LLC | 0.45% | Add +8.0% | 169,626 | $5.2M |
| Eagle Strategies LLC | 0.79% | Add +3.3% | 169,283 | $5.2M |
| Fortress Financial Solutions, LLC | 6.47% | Add +4.6% | 168,013 | $5.2M |
| Blue Fin Capital, Inc. | 0.87% | Add +0.2% | 166,860 | $5.1M |
| BOS Asset Management, LLC | 1.64% | Add +0.5% | 166,635 | $5.1M |
| Jackson, Grant Investment Advisers, Inc. | 1.85% | Reduce -0.4% | 163,873 | $5.0M |
| Financial Advisory Partners, LLC | 1.56% | Reduce -3.1% | 161,752 | $5.0M |
| Proficio Capital Partners LLC | 0.31% | Add +22975.8% | 4,830,928 | $5.0M |
| Intrepid Financial Planning Group LLC | 2.07% | Reduce -1.4% | 160,458 | $4.9M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -7.9% | 160,068 | $4.9M |
| JT Stratford LLC | 0.75% | Add +7.2% | 159,873 | $4.9M |
| Cornerstone Financial Group, LLC | 4.17% | Add +0.9% | 159,712 | $4.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -53.2% | 157,215 | $4.8M |
| Crabel Capital Management, LLC | 2.94% | Add +73.4% | 156,490 | $4.8M |
| Bank of Stockton | 1.42% | Add +1.9% | 155,828 | $4.8M |
| Cohen & Steers, Inc. | 0.01% | Add +198.6% | 155,243 | $4.8M |
| CIBC Private Wealth Group LLC | 0.01% | Add +2.0% | 154,381 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +7.1% | 154,205 | $4.7M |
| RFG Advisory, LLC | 0.11% | Add +18.0% | 152,483 | $4.7M |
| Waverly Advisors, LLC | 0.05% | Reduce -2.1% | 152,373 | $4.7M |
| Houlihan Financial Resource Group, Ltd. | 1.91% | Reduce -4.0% | 148,685 | $4.6M |
| SP Asset Management LLC | 0.37% | Reduce -8.2% | 146,826 | $4.5M |
| Cypress Wealth Services, LLC | 0.80% | Reduce -2.6% | 146,131 | $4.5M |
| Beacon Harbor Wealth Advisors, Inc. | 1.11% | Reduce -22.5% | 145,375 | $4.5M |
| White Pine Capital LLC | 1.40% | Add +2.5% | 144,102 | $4.4M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -3.3% | 142,545 | $4.4M |
| CW Advisors, LLC | 0.04% | Reduce -5.8% | 140,007 | $4.3M |
| Investors Research Corp | 0.84% | Add +10.8% | 139,908 | $4.3M |
| &partners | 0.03% | Add +36.6% | 137,579 | $4.2M |
| Greenwood Capital Associates LLC | 0.52% | Add +0.4% | 135,277 | $4.2M |
| Schroder Investment Management Group | 0.00% | Add +9.1% | 134,163 | $4.1M |
| Wealth Advisory Solutions, LLC | 1.03% | Add +7.0% | 132,444 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Add +0.2% | 131,951 | $4.0M |
| Hilltop Holdings Inc. | 0.26% | Add +14.8% | 131,908 | $4.0M |
| Peoples Bank | 2.68% | Add +0.3% | 130,024 | $4.0M |
| Crown Oak Advisors, LLC | 1.89% | No change | 130,000 | $4.0M |
| Checchi Capital Advisers, LLC | 0.27% | Reduce -15.2% | 127,988 | $3.9M |
| Global Retirement Partners, LLC | 0.10% | — | 127,456 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.9% | 127,219 | $3.9M |
| Winthrop Capital Management, LLC | 0.98% | Reduce -0.2% | 126,090 | $3.9M |
| Cordatus Wealth Management LLC | 0.94% | Add +6.2% | 124,349 | $3.8M |
| Community Bank, N.A. | 0.50% | Add +1.2% | 123,237 | $3.8M |
| Rothschild Investment LLC | 0.24% | Reduce -25.3% | 122,929 | $3.8M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -3.9% | 121,707 | $3.7M |
| Perennial Advisors, LLC | 0.69% | Reduce -1.4% | 121,612 | $3.7M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -45.5% | 121,143 | $3.7M |
| Curbstone Financial Management Corp | 0.76% | Reduce -3.3% | 120,163 | $3.7M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -1.6% | 120,161 | $3.7M |
| Creative Planning | 0.00% | Reduce -57.9% | 119,778 | $3.7M |
| Tanager Wealth Management LLP | 0.43% | Add +61.0% | 118,197 | $3.6M |
| Shulman DeMeo Asset Management LLC | 0.90% | Reduce -1.7% | 117,964 | $3.6M |
| Sagace Wealth Management LLC | 2.70% | Add +2.4% | 117,743 | $3.6M |
| Redmont Wealth Advisors LLC | 5.29% | Reduce -9.0% | 117,522 | $3.6M |
| Parallel Advisors, LLC | 0.07% | Reduce -1.4% | 117,243 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -65.8% | 116,028 | $3.6M |
| Cary Street Partners Financial LLC | 0.10% | Add +8.0% | 114,624 | $3.5M |
| Eagle Harbor Asset Management Inc. | 3.37% | Add +5.0% | 113,976 | $3.5M |
| Burke & Herbert Bank & Trust Co. | 0.76% | Reduce -0.2% | 110,462 | $3.4M |
| CreativeOne Wealth, LLC | 0.09% | Add +32.5% | 109,885 | $3.4M |
| Davidson Investment Advisors | 0.15% | Add +1.4% | 109,864 | $3.4M |
| FMR LLC | 0.00% | Add +385.9% | 109,426 | $3.4M |
| Invictus Private Wealth, LLC | 0.23% | Add +33.4% | 107,272 | $3.3M |
| Bouvel Investment Partners, LLC | 1.10% | Add +11.9% | 106,017 | $3.3M |
| Allworth Financial LP | 0.02% | Add +24.5% | 105,198 | $3.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.72% | Reduce -3.9% | 105,053 | $3.2M |
| Summit Financial, LLC | 0.07% | Reduce -1.4% | 104,371 | $3.2M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +149.0% | 102,602 | $3.1M |
| Fiera Capital Corp | 0.01% | No change | 102,506 | $3.1M |
| Atlas Private Wealth Advisors | 0.40% | Reduce -6.4% | 102,094 | $3.1M |
| Independence Financial Advisors, LLC | 1.21% | Reduce -48.2% | 100,995 | $3.1M |
| Courier Capital LLC | 0.19% | Reduce -16.9% | 100,924 | $3.1M |
| Level Four Advisory Services, LLC | 0.11% | Reduce -1.5% | 100,338 | $3.1M |
| Aletheian Wealth Advisors LLC | 1.51% | Add +7.3% | 100,195 | $3.1M |
| Liberty Capital Management, Inc. | 0.62% | No change | 100,122 | $3.1M |
| Crews Bank & Trust | 0.48% | Add +1.6% | 98,665 | $3.0M |
| DT Investment Partners, LLC | 0.27% | Reduce -13.1% | 97,971 | $3.0M |
| Emergent Wealth Advisors, LLC | 1.92% | Add +4.9% | 93,651 | $3.0M |
| Penn Mutual Asset Management | 6.62% | No change | 97,300 | $3.0M |
| Sterling Investment Advisors, Ltd. | 0.65% | Add +0.1% | 97,204 | $3.0M |
| Principal Financial Group Inc. | 0.00% | Add +3.9% | 96,611 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +18.9% | 96,260 | $3.0M |
| Mutual Advisors, LLC | 0.07% | Add +13.7% | 94,255 | $2.9M |
| Aprio Wealth Management, LLC | 0.33% | Reduce -3.0% | 95,562 | $2.9M |
| Moran Wealth Management, LLC | 0.09% | Add +9.2% | 95,361 | $2.9M |
| Grey Ledge Advisors, LLC | 0.71% | Reduce -8.7% | 93,918 | $2.9M |
| Congress Asset Management Co. | 0.02% | Reduce -8.3% | 93,529 | $2.9M |
| Atlantic Edge Private Wealth Management, LLC | 0.78% | Reduce -1.3% | 92,285 | $2.8M |
| SouthState Bank Corp | 0.12% | Reduce -1.6% | 92,269 | $2.8M |
| Procyon Advisors, LLC | 0.27% | Reduce -13.2% | 92,135 | $2.8M |
| Palouse Capital Management, Inc. | 1.88% | Add +0.7% | 91,167 | $2.8M |
| MIdWestOne Financial Group, Inc. | 0.36% | Reduce -2.3% | 89,185 | $2.7M |
| Victrix Investment Advisors | 1.20% | Reduce -0.9% | 88,469 | $2.7M |
| Centaurus Financial, Inc. | 0.16% | Add +3.0% | 88,055 | $2.7M |
| Smith Shellnut Wilson LLC | 1.13% | Add +0.0% | 85,110 | $2.6M |
| Cwm, LLC | 0.01% | Reduce -2.6% | 85,085 | $2.6M |
| Arkos Global Advisors | 0.36% | Add +2.3% | 84,501 | $2.6M |
| Exchange Traded Concepts, LLC | 0.03% | New | 84,108 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -5.9% | 83,917 | $2.6M |
| Dumont & Blake Investment Advisors LLC | 0.67% | Reduce -0.2% | 83,884 | $2.6M |
| NBT Bank, N.A. | 0.18% | Add +6.3% | 83,655 | $2.6M |
| Sierra Capital LLC | 0.30% | Add +106.3% | 83,384 | $2.6M |
| SVB Wealth LLC | 0.14% | New | 83,072 | $2.5M |
| Marex Group Ltd | 0.05% | New | 83,000 | $2.5M |
| Econ Financial Services Corp | 1.29% | Reduce -9.5% | 81,523 | $2.5M |
| Capstone Wealth Management Group LLC | 1.81% | Reduce -11.2% | 81,278 | $2.5M |
| Sharper & Granite LLC | 0.95% | Add +4.8% | 80,523 | $2.5M |
| SageView Advisory Group, LLC | 0.09% | Add +0.1% | 79,840 | $2.5M |
| Tempus Wealth Planning, LLC | 0.62% | Add +58.9% | 80,721 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +25.0% | 80,073 | $2.5M |
| International Assets Investment Management, LLC | 0.20% | Add +2.5% | 79,927 | $2.5M |
| Arkadios Wealth Advisors | 0.07% | Add +7.4% | 79,275 | $2.4M |
| Insigneo Advisory Services, LLC | 0.21% | Reduce -1.5% | 79,150 | $2.4M |
| Fragasso Financial Advisors Inc | 0.16% | Reduce -23.8% | 78,917 | $2.4M |
| Roman Butler Fullerton & Co. | 0.71% | Reduce -0.1% | 77,391 | $2.4M |
| ForthRight Wealth Management, LLC | 0.75% | Reduce -11.7% | 78,382 | $2.4M |
| TCTC Holdings, LLC | 0.08% | Add +11.6% | 77,243 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Reduce -1.4% | 76,908 | $2.4M |
| Mgo One Seven LLC | 0.08% | Add +2.3% | 76,780 | $2.4M |
| Disciplined Investments, LLC | 0.99% | Reduce -3.6% | 76,421 | $2.3M |
| Geneos Wealth Management Inc. | 0.06% | Add +3.6% | 76,353 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +3.3% | 75,198 | $2.3M |
| Duncker Streett & Co. Inc. | 0.42% | Reduce -0.5% | 75,098 | $2.3M |
| Citizens Financial Group Inc. | 0.04% | Add +7.5% | 74,862 | $2.3M |
| Ballentine Partners, LLC | 0.03% | No change | 74,605 | $2.3M |
| Hohimer Wealth Management, LLC | 0.41% | Add +1.4% | 73,614 | $2.3M |
| FOCUS Wealth Advisors, LLC | 1.15% | Add +0.8% | 72,435 | $2.2M |
| HSBC Holdings PLC | 0.00% | Reduce -0.6% | 71,258 | $2.2M |
| Curran Financial Partners, LLC | 0.48% | Reduce -64.9% | 71,158 | $2.2M |
| Infinity Wealth Counsel, LLC | 2.21% | Add +3.0% | 71,139 | $2.2M |
| RMR Capital Management, LLC | 1.55% | Reduce -34.6% | 70,879 | $2.2M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -9.5% | 70,672 | $2.2M |
| St Germain D J Co. Inc. | 0.09% | Reduce -1.3% | 69,909 | $2.1M |
| Dynamic Wealth Strategies, LLC | 1.53% | Add +18.0% | 69,413 | $2.1M |
| Fagan Associates, Inc. | 0.33% | Add +0.1% | 69,402 | $2.1M |
| IFP Advisors, Inc | 0.06% | Reduce -1.7% | 68,838 | $2.1M |
| Destination Wealth Management | 0.06% | Add +2.4% | 68,598 | $2.1M |
| Global Assets Advisory, LLC | 0.82% | Reduce -69.1% | 68,518 | $2.1M |
| Matrix Private Capital Group LLC | 1.23% | Reduce -11.3% | 67,980 | $2.1M |
| Ibex Wealth Advisors | 0.22% | Reduce -34.6% | 67,940 | $2.1M |
| TRUE Private Wealth Advisors | 0.23% | Reduce -17.8% | 66,886 | $2.1M |
| Cannon Wealth Management Services, LLC | 1.67% | Reduce -4.8% | 66,533 | $2.0M |
| Crewe Advisors LLC | 0.29% | Reduce -60.4% | 66,495 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Add +1.8% | 65,916 | $2.0M |
| TFG Advisers LLC | 0.68% | Reduce -0.8% | 65,033 | $2.0M |
| Sound View Wealth Advisors Group, LLC | 0.15% | Reduce -2.8% | 64,876 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +9.5% | 64,504 | $2.0M |
| Canandaigua National Bank & Trust Co. | 0.18% | Reduce -51.4% | 64,408 | $2.0M |
| Clearbridge Investments, LLC | 0.00% | No change | 64,182 | $2.0M |
| Legacy Capital Wealth Partners, LLC | 0.44% | Add +3.7% | 63,474 | $1.9M |
| Wendell David Associates Inc. | 0.20% | No change | 63,242 | $1.9M |
| HFG Advisors, Inc. | 1.53% | Reduce -5.1% | 62,958 | $1.9M |
| KMG Fiduciary Partners, LLC | 0.14% | Reduce -4.8% | 62,643 | $1.9M |
| Trivium Point Advisory, LLC | 0.21% | Add +51.2% | 62,268 | $1.9M |
| Donaldson Capital Management, LLC | 0.07% | Add +1.9% | 62,188 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.3% | 60,856 | $1.9M |
| TD Asset Management Inc | 0.00% | Reduce -12.8% | 61,595 | $1.9M |
| Post Resch Tallon Group Inc. | 1.83% | Add +1.3% | 61,580 | $1.9M |
| Cadent Capital Advisors, LLC | 0.62% | Add +8.9% | 61,371 | $1.9M |
| Berkeley Capital Partners, LLC | 0.48% | Add +6.8% | 61,136 | $1.9M |
| Howard Wealth Management, LLC | 0.95% | Reduce -5.1% | 61,128 | $1.9M |
| Armstrong Advisory Group, Inc. | 0.14% | Add +14.8% | 60,820 | $1.9M |
| SPC Financial, Inc. | 0.16% | Reduce -8.0% | 60,598 | $1.9M |
| Centiva Capital, LP | 0.12% | New | 60,416 | $1.9M |
| Farrell Financial LLC | 1.24% | Add +2.4% | 60,379 | $1.9M |
| Boreal Capital Management LLC | 1.77% | — | 60,338 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.74% | Add +0.6% | 59,065 | $1.8M |
| Sowa Financial Group, Inc. | 1.13% | Reduce -28.9% | 59,054 | $1.8M |
| McRae Capital Management Inc. | 0.37% | Add +1.3% | 59,046 | $1.8M |
| Curi Capital, LLC | 0.03% | Reduce -2.1% | 58,953 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -1.8% | 58,829 | $1.8M |
| Pinnacle Associates Ltd. | 0.03% | Add +5.2% | 58,659 | $1.8M |
| Spire Wealth Management | 0.06% | Reduce -0.9% | 58,529 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Add +210.4% | 58,381 | $1.8M |
| SOL Capital Management CO | 0.17% | Reduce -33.5% | 57,590 | $1.8M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +1.5% | 56,757 | $1.8M |
| Powell Investment Advisors, LLC | 0.66% | Reduce -0.2% | 57,237 | $1.8M |
| Guardian Wealth Advisors, LLC | 1.04% | Reduce -20.1% | 57,063 | $1.8M |
| HUB Investment Partners, LLC | 0.06% | Add +162.9% | 56,646 | $1.7M |
| Old National Bancorp | 0.03% | Reduce -9.3% | 56,344 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -46.4% | 55,956 | $1.7M |
| Ariadne Wealth Management, LP | 0.81% | Reduce -24.9% | 53,882 | $1.7M |
| Janney Capital Management LLC | 0.11% | Reduce -0.6% | 53,881 | $1.7M |
| Bath Savings Trust Co | 0.16% | Reduce -0.2% | 52,751 | $1.6M |
| Arista Wealth Management, LLC | 0.22% | New | 52,318 | $1.6M |
| Brighton Jones LLC | 0.04% | Reduce -0.3% | 52,188 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Reduce -60.8% | 51,746 | $1.6M |
| Principal Securities, Inc. | 0.03% | Reduce -25.4% | 51,687 | $1.6M |
| Financial Insights, Inc. | 0.58% | Add +3.9% | 51,366 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +10.9% | 50,283 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -10.7% | 50,809 | $1.6M |
| Carson Advisory Inc. | 0.98% | Add +1.1% | 50,500 | $1.5M |
| GAMMA Investing LLC | 0.10% | Reduce -73.9% | 50,189 | $1.5M |
| Noesis Capital Mangement Corp. | 0.27% | Reduce -2.0% | 49,970 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Add +13.6% | 49,609 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -68.9% | 49,603 | $1.5M |
| Lanark Financial, Inc. | 0.12% | Reduce -0.1% | 49,607 | $1.5M |
| Tudor Financial Inc. | 0.86% | Reduce -7.7% | 49,456 | $1.5M |
| Arcataur Capital Management LLC | 0.47% | Reduce -0.7% | 49,312 | $1.5M |
| Shufro Rose & Co. LLC | 0.12% | No change | 48,685 | $1.5M |
| Talon Private Wealth, LLC | 0.20% | Add +30.5% | 48,282 | $1.5M |
| Somerset Trust Co | 0.48% | Reduce -5.0% | 48,166 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -60.7% | 48,101 | $1.5M |
| IFG Advisory, LLC | 0.07% | Reduce -7.7% | 47,918 | $1.5M |
| Providence First Trust Co | 0.51% | Add +32.6% | 47,148 | $1.4M |
| Cordgrass Capital Advisors, LLC | 0.39% | Reduce -0.6% | 47,015 | $1.4M |
| Aviance Capital Partners, LLC | 0.19% | Reduce -2.3% | 46,871 | $1.4M |
| City Holding Co. | 0.19% | Reduce -1.7% | 46,847 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Add +89.6% | 46,353 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +9.8% | 46,198 | $1.4M |
| FC Advisory LLC | 0.43% | Add +0.7% | 45,923 | $1.4M |
| Wesbanco Bank Inc. | 0.04% | Reduce -34.0% | 45,378 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.12% | Add +0.4% | 45,188 | $1.4M |
| Sunbelt Securities, Inc. | 0.12% | Add +56.0% | 44,083 | $1.4M |
| Essex Financial Services, Inc. | 0.09% | Add +2.1% | 45,027 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.51% | Reduce -1.4% | 44,983 | $1.4M |
| Brave Asset Management Inc. | 0.37% | No change | 44,024 | $1.4M |
| Pettyjohn, Wood & White, Inc. | 0.24% | Reduce -0.8% | 43,925 | $1.3M |
| Mathes Company, Inc. | 0.50% | Add +12.9% | 43,650 | $1.3M |
| Aventus Investment Advisors, Inc. | 1.20% | — | 43,500 | $1.3M |
| Jacobi Capital Management LLC | 0.09% | Add +14.5% | 43,028 | $1.3M |
| Bessemer Group Inc. | 0.00% | Reduce -38.3% | 42,978 | $1.3M |
| Money Concepts Capital Corp. | 0.09% | Reduce -7.5% | 42,773 | $1.3M |
| Thrive Capital Management, LLC | 0.41% | New | 42,154 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +2.6% | 42,117 | $1.3M |
| Northwest Bancshares, Inc. | 0.22% | Reduce -6.6% | 41,768 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -4.5% | 41,693 | $1.3M |
| Accel Wealth Management | 0.43% | Reduce -2.4% | 41,630 | $1.3M |
| Harbor Advisory Corp. | 0.41% | Reduce -0.6% | 41,623 | $1.3M |
| First National Trust Co | 0.05% | Reduce -12.7% | 41,585 | $1.3M |
| Fortis Group Advisors, LLC | 0.23% | Add +214.9% | 40,818 | $1.3M |
| Delphi Financial Group, Inc. | 0.92% | Add +69.4% | 41,499 | $1.3M |
| Fogel Capital Management, Inc. | 0.68% | Reduce -12.8% | 41,450 | $1.3M |
| Stonebridge Advisors LLC | 6.07% | New | 40,767 | $1.3M |
| HCR Wealth Advisors | 0.15% | Reduce -5.0% | 40,666 | $1.2M |
| CMG Global Holdings, LLC | 0.66% | Reduce -0.4% | 40,003 | $1.2M |
| Balanced Wealth Group LLC | 0.54% | Reduce -19.8% | 39,640 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +18.7% | 39,965 | $1.2M |
| Argonautica Private Wealth Management, Inc. | 0.39% | Add +1.4% | 39,826 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.23% | Reduce -2.3% | 39,614 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -5.6% | 38,837 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -6.1% | 38,765 | $1.2M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -3.4% | 38,444 | $1.2M |
| North Forty Two & Co. | 1.25% | No change | 38,424 | $1.2M |
| Whitener Capital Management, Inc. | 0.31% | Add +25.7% | 38,345 | $1.2M |
| Invenio Wealth Partners LLC | 0.47% | Reduce -1.1% | 38,322 | $1.2M |
| Midwest Trust Co | 0.02% | — | 38,317 | $1.2M |
| Rockingstone Advisors LLC | 0.61% | Reduce -0.9% | 37,982 | $1.2M |
| AlphaCore Capital LLC | 0.04% | Add +563.5% | 37,980 | $1.2M |
| Primoris Wealth Advisors, LLC | 0.79% | Reduce -4.8% | 37,821 | $1.2M |
| Texas Bank & Trust Co | 0.46% | Add +26.4% | 37,811 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -13.7% | 37,747 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +209.8% | 37,458 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -0.1% | 37,406 | $1.1M |
| Falcon Wealth Planning | 0.12% | Reduce -10.2% | 37,389 | $1.1M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -10.7% | 37,327 | $1.1M |
| SS&H Financial Advisors, Inc. | 0.38% | Add +7.0% | 37,325 | $1.1M |
| Grandview Asset Management LLC | 0.36% | Reduce -14.5% | 36,656 | $1.1M |
| Blair William & Co. | 0.00% | Add +20.3% | 36,665 | $1.1M |
| R.H. Investment Group, LLC | 1.03% | No change | 36,450 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Add +2.5% | 36,092 | $1.1M |
| King Wealth Management Group | 0.15% | Add +4.9% | 36,029 | $1.1M |
| World Investment Advisors | 0.03% | Add +88.1% | 36,011 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | New | 35,695 | $1.1M |
| Private Trust Co. NA | 0.10% | Reduce -10.9% | 35,236 | $1.1M |
| Bank of Marin | 0.81% | Reduce -3.0% | 34,791 | $1.1M |
| KOM Wealth Management Group, LLC | 0.83% | Add +95.9% | 34,338 | $1.1M |
| Prospect Financial Services LLC | 0.65% | Reduce -27.8% | 34,230 | $1.1M |
| American Capital Advisory, LLC | 0.52% | Reduce -3.1% | 33,998 | $1.0M |
| Orcam Financial Group | 0.91% | Reduce -0.0% | 33,975 | $1.0M |
| Ipswich Investment Management Co., Inc. | 0.25% | Reduce -9.4% | 33,864 | $1.0M |
| Romano Brothers and Company | 0.13% | Add +0.2% | 33,864 | $1.0M |
| Crestwood Advisors Group, LLC | 0.02% | Add +2.3% | 33,863 | $1.0M |
| MMBG Investment Advisors Co. | 0.10% | No change | 33,755 | $1.0M |
| Platform Technology Partners | 0.27% | New | 33,751 | $1.0M |
| Culbertson A N & Co. Inc. | 0.16% | Reduce -7.4% | 33,730 | $1.0M |
| Realta Investment Advisors | 0.41% | Add +4.9% | 33,489 | $1.0M |
| Stone Summit Wealth LLC | 0.31% | Reduce -29.8% | 32,985 | $1.0M |
| New England Private Wealth Advisors LLC | 0.15% | Reduce -2.5% | 32,416 | $1.0M |
| Rik Saylor Financial, Inc. | 0.77% | Reduce -1.3% | 32,701 | $1.0M |
| Nicolet Advisory Services, LLC | 0.08% | Reduce -7.4% | 31,667 | $983K |
| Telos Capital Management, Inc. | 0.10% | Reduce -6.6% | 32,034 | $983K |
| Northstar Advisory Group, LLC | 0.48% | Add +0.6% | 32,034 | $983K |
| Lodestar Private Asset Management LLC | 0.11% | Reduce -8.2% | 31,869 | $978K |
| Whittier Trust Co. | 0.01% | No change | 31,775 | $975K |
| Provenance Wealth Advisors, LLC | 0.14% | Add +1.6% | 31,725 | $973K |
| PFG Investments, LLC | 0.06% | Reduce -18.6% | 31,596 | $969K |
| FAS Wealth Partners, Inc. | 0.07% | Add +1.6% | 31,585 | $969K |
| Strategic Financial Concepts, LLC | 0.14% | Reduce -9.4% | 31,342 | $962K |
| Rosenberg Matthew Hamilton | 0.22% | Reduce -1.9% | 31,222 | $958K |
| Qube Research & Technologies Ltd | 0.00% | New | 30,797 | $945K |
| Blue Trust, Inc. | 0.01% | Add +11.2% | 30,718 | $942K |
| Freedom Investment Management, Inc. | 0.08% | Reduce -2.0% | 30,708 | $942K |
| Charles Schwab Trust Co | 0.07% | Reduce -61.1% | 30,395 | $933K |
| LOM Asset Management Ltd | 0.31% | — | 29,990 | $920K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -16.4% | 29,952 | $919K |
| Independence Bank of Kentucky | 0.13% | Reduce -13.1% | 29,922 | $918K |
| StoneX Group Inc. | 0.04% | Reduce -12.8% | 29,374 | $901K |
| Haverford Trust Co | 0.01% | Reduce -6.2% | 29,158 | $895K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -5.5% | 29,078 | $892K |
| Caldwell Trust Co | 0.09% | Reduce -6.5% | 28,956 | $888K |
| Prairiewood Capital, LLC | 0.33% | Reduce -28.6% | 28,866 | $886K |
| RW Investment Management LLC | 0.10% | No change | 28,777 | $883K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -0.8% | 28,381 | $871K |
| CGN Advisors LLC | 0.08% | Add +15.2% | 28,012 | $859K |
| Capital Investment Advisors, LLC | 0.02% | Add +9.8% | 27,940 | $857K |
| Private Client Services, LLC | 0.33% | Add +6.7% | 27,530 | $845K |
| William Howard & Co Financial Advisors Inc | 0.74% | Reduce -4.4% | 27,491 | $843K |
| McAdam, LLC | 0.05% | Add +29.9% | 27,480 | $843K |
| Investment Advisory Group, LLC | 0.25% | Add +0.0% | 27,344 | $839K |
| Guidance Point Advisors, LLC | 0.22% | Reduce -3.8% | 27,300 | $838K |
| Sage Rhino Capital LLC | 0.18% | Add +6.1% | 27,233 | $836K |
| Busey Bank | 0.03% | Reduce -0.9% | 27,131 | $832K |
| Texas Yale Capital Corp. | 0.03% | Add +12.7% | 27,091 | $831K |
| Bellecapital International Ltd. | 0.15% | No change | 27,000 | $828K |
| Moors & Cabot, Inc. | 0.04% | Add +7.8% | 26,984 | $828K |
| Old Mission Capital LLC | 0.02% | Reduce -20.6% | 26,836 | $823K |
| LongView Wealth Management | 0.25% | Reduce -0.9% | 26,575 | $815K |
| Aire Advisors, LLC | 0.15% | Add +0.6% | 25,932 | $796K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -0.7% | 25,729 | $789K |
| Mma Asset Management LLC | 0.30% | Reduce -39.5% | 25,684 | $788K |
| Pathstone Holdings, LLC | 0.00% | Add +0.7% | 25,653 | $787K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -15.3% | 25,650 | $787K |
| Advisors Asset Management, Inc. | 0.01% | Add +6.3% | 25,458 | $781K |
| Sigma Planning Corp | 0.02% | Reduce -9.7% | 25,195 | $773K |
| Choreo, LLC | 0.01% | Add +70.3% | 25,095 | $770K |
| Neuberger Berman Group LLC | 0.00% | Reduce -9.8% | 25,040 | $768K |
| Bowie Capital Management, LLC | 0.04% | No change | 25,000 | $767K |
| Boyd Watterson Asset Management LLC | 0.24% | No change | 24,961 | $766K |
| Capital Advisors Wealth Management, LLC | 0.12% | Reduce -89.8% | 24,937 | $765K |
| Sei Investments Co. | 0.00% | Reduce -60.4% | 24,932 | $765K |
| United Community Bank | 0.26% | Reduce -16.9% | 24,885 | $763K |
| Diversify Wealth Management, LLC | 0.05% | Add +2.5% | 24,242 | $760K |
| Clientfirst Wealth Management, LLC | 0.77% | No change | 24,494 | $751K |
| KCM Investment Advisors LLC | 0.03% | Reduce -4.5% | 24,350 | $747K |
| WealthTrust Asset Management, LLC | 0.55% | Reduce -21.8% | 24,180 | $742K |
| Transatlantique Private Wealth LLC | 0.27% | Add +4.6% | 24,170 | $742K |
| Traynor Capital Management, Inc. | 0.05% | Add +18.7% | 24,168 | $741K |
| North Star Investment Management Corp. | 0.05% | Reduce -13.1% | 24,141 | $741K |
| Keystone Financial Group | 0.07% | Add +61.7% | 23,859 | $735K |
| Canandaigua National Trust Co of Florida | 0.52% | Reduce -62.2% | 23,649 | $726K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.6% | 23,626 | $725K |
| Ames National Corp. | 0.47% | Reduce -20.4% | 23,462 | $720K |
| Capital Advisors, Ltd. LLC | 0.09% | Add +0.7% | 23,152 | $710K |
| Seamount Financial Group Inc. | 0.36% | Add +26.5% | 23,121 | $709K |
| Verity Asset Management, Inc. | 0.33% | Reduce -50.4% | 22,685 | $696K |
| Cornerstone Capital, Inc. | 0.07% | Add +5.7% | 22,675 | $696K |
| Cabana LLC | 3.98% | New | 22,598 | $693K |
| Integris Wealth Management, LLC | 0.18% | Reduce -21.9% | 22,584 | $693K |
| O'ROURKE & COMPANY, Inc | 0.32% | Reduce -4.4% | 22,339 | $685K |
| Cascade Financial Partners, LLC | 0.08% | Add +33.1% | 22,106 | $678K |
| Northern Trust Corp. | 0.00% | Reduce -46.8% | 22,075 | $677K |
| Alpha Omega Wealth Management LLC | 0.12% | Reduce -0.5% | 21,933 | $673K |
| Strategic Financial Partners, Ltd. | 0.31% | Reduce -4.9% | 21,898 | $672K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -13.7% | 21,860 | $671K |
| Atlantic Union Bankshares Corp | 0.02% | Add +11.2% | 21,842 | $670K |
| Sincerus Advisory, LLC | 0.63% | Reduce -5.4% | 21,375 | $666K |
| Pennsylvania Capital Management Inc. | 0.21% | Reduce -1.5% | 21,590 | $662K |
| Sonata Capital Group Inc. | 0.26% | Reduce -0.7% | 21,577 | $662K |
| Red Spruce Capital, LLC | 0.29% | Reduce -0.1% | 21,487 | $659K |
| Tudor Investment Corporation | 0.01% | Reduce -45.0% | 21,467 | $659K |
| Park Edge Advisors, LLC | 0.17% | Add +3.9% | 21,365 | $655K |
| Financial Partners Group, Inc | 0.09% | Reduce -42.5% | 21,208 | $651K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -8.4% | 21,204 | $651K |
| Investment Planning Advisors, Inc. | 0.23% | Reduce -22.9% | 21,181 | $650K |
| City State Bank | 0.20% | Reduce -2.3% | 21,165 | $649K |
| IHT Wealth Management, LLC | 0.02% | Add +3.8% | 21,110 | $648K |
| Asset Allocation & Management Company, LLC | 0.30% | No change | 21,000 | $644K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +55.9% | 20,962 | $643K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -1.1% | 20,946 | $643K |
| Readystate Asset Management LP | 0.05% | New | 20,922 | $642K |
| Ethos Financial Group, LLC | 0.05% | Add +2.5% | 20,772 | $637K |
| Carret Asset Management, LLC | 0.07% | Reduce -0.8% | 20,650 | $634K |
| Richwood Investment Advisors, LLC | 0.52% | No change | 20,551 | $631K |
| Palogic Value Management, L.P. | 0.27% | No change | 20,440 | $627K |
| Parkside Financial Bank & Trust | 0.07% | Reduce -21.0% | 20,437 | $627K |
| Penobscot Investment Management Company, Inc. | 0.05% | Add +5.2% | 20,400 | $626K |
| Lineweaver Wealth Advisors, LLC | 0.10% | No change | 20,293 | $623K |
| Dover Advisors, LLC | 0.27% | Reduce -10.3% | 20,172 | $619K |
| Melfa Wealth Management, Inc. | 0.39% | Add +0.1% | 20,034 | $615K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 19,920 | $611K |
| Valtrion Capital Management, LLC | 0.73% | Reduce -4.5% | 19,702 | $604K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -8.8% | 19,656 | $603K |
| Bcwm, LLC | 0.19% | Reduce -21.2% | 19,453 | $597K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.4% | 19,426 | $596K |
| Kovack Advisors, Inc. | 0.06% | Reduce -16.6% | 19,407 | $595K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.06% | No change | 19,375 | $594K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.9% | 19,318 | $593K |
| KG Capital Management | 0.17% | Add +0.9% | 19,140 | $587K |
| MSH Capital Advisors LLC | 0.17% | Add +2.9% | 19,042 | $584K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.20% | No change | 18,908 | $580K |
| Moneco Advisors, LLC | 0.05% | Add +0.4% | 18,886 | $579K |
| TrueWealth Advisors, LLC | 0.17% | Reduce -35.2% | 18,878 | $579K |
| Creative Financial Designs Inc. | 0.04% | Add +1.1% | 18,846 | $578K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -15.7% | 18,772 | $576K |
| Everstar Asset Management, LLC | 0.35% | Add +10.3% | 18,698 | $574K |
| Mission Wealth Management, LP | 0.01% | Reduce -26.7% | 18,697 | $574K |
| Integrity Alliance, Llc. | 0.03% | Add +2.4% | 18,675 | $573K |
| Patten & Patten Inc. | 0.04% | Reduce -25.9% | 18,632 | $572K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -4.1% | 18,612 | $571K |
| Staley Capital Advisers Inc. | 0.02% | No change | 18,500 | $568K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.0% | 18,490 | $567K |
| Cardiff Park Advisors, LLC | 0.05% | Add +2.1% | 18,435 | $566K |
| VERITY Wealth Advisors | 0.38% | No change | 18,378 | $564K |
| GWN Securities Inc. | 0.10% | Reduce -87.9% | 18,207 | $559K |
| Coordinated Financial Services, Inc. | 0.39% | — | 18,154 | $557K |
| Beck Bode, LLC | 0.09% | Reduce -30.7% | 18,054 | $554K |
| Cibc World Market Inc. | 0.00% | Add +12.8% | 17,905 | $549K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -3.5% | 17,842 | $547K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +5.2% | 17,822 | $547K |
| First Manhattan Co. Llc. | 0.00% | No change | 17,745 | $544K |
| CoreCap Advisors, LLC | 0.02% | Add +3.0% | 17,671 | $542K |
| Avior Wealth Management, LLC | 0.02% | Reduce -9.6% | 17,386 | $533K |
| Sage Capital Management, LLC | 0.26% | Add +0.5% | 17,385 | $533K |
| Wharton Business Group, LLC | 0.02% | Reduce -39.4% | 17,335 | $532K |
| Ehrlich Financial Group | 0.34% | Add +47.4% | 17,309 | $531K |
| Aptus Capital Advisors, LLC | 0.01% | Add +96.3% | 17,229 | $529K |
| Brick & Kyle, Associates | 0.23% | New | 16,768 | $527K |
| Pacific Center for Financial Services | 0.14% | Add +1.8% | 17,090 | $524K |
| Mezzasalma Advisors, LLC | 0.16% | Add +1.4% | 16,959 | $520K |
| Princeton Capital Management LLC | 0.15% | Add +41.1% | 16,899 | $518K |
| AE Wealth Management LLC | 0.00% | Reduce -57.3% | 16,879 | $518K |
| Annex Advisory Services, LLC | 0.01% | Reduce -21.4% | 16,809 | $516K |
| Delta Capital Management LLC | 0.29% | Reduce -1.8% | 16,790 | $515K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +407.7% | 16,683 | $512K |
| Stolper Co | 0.17% | Add +7.1% | 16,606 | $509K |
| Western Wealth Management, LLC | 0.03% | Reduce -21.6% | 16,486 | $506K |
| NewEdge Wealth, LLC | 0.01% | Add +16.0% | 16,224 | $504K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +5.5% | 16,314 | $500K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +6.7% | 16,287 | $500K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -52.7% | 16,231 | $498K |
| Invst, LLC | 0.06% | Add +0.0% | 16,209 | $497K |
| Montag A & Associates Inc. | 0.02% | Reduce -35.9% | 16,203 | $497K |
| Petix & Botte Co | 0.12% | Add +0.5% | 16,143 | $495K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 16,100 | $494K |
| Strategic Wealth Investment Group, LLC | 0.71% | Add +11.8% | 16,098 | $494K |
| LBMC Investment Advisors, LLC | 0.04% | Reduce -29.8% | 16,087 | $494K |
| Bank of Nova Scotia | 0.00% | Reduce -53.8% | 15,900 | $488K |
| Sawgrass Asset Management LLC | 0.06% | No change | 15,824 | $485K |
| Evergreen Capital Management LLC | 0.01% | Add +1.1% | 15,795 | $485K |
| FWL Investment Management, LLC | 0.15% | Reduce -3.9% | 15,790 | $484K |
| Christensen, King & Associates Investment Services, Inc. | 0.22% | Reduce -16.4% | 15,702 | $482K |
| One Capital Management, LLC | 0.02% | Add +1.9% | 15,588 | $478K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +4.8% | 15,555 | $477K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Add +8.9% | 15,552 | $477K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -1.3% | 15,540 | $477K |
| Sweeney & Michel, LLC | 0.17% | Add +1.5% | 14,982 | $468K |
| EFG Asset Management (Americas) Corp. | 0.09% | Reduce -1.9% | 15,231 | $467K |
| Principle Wealth Partners LLC | 0.03% | No change | 15,160 | $465K |
| Boston Research & Management Inc. | 0.11% | Reduce -3.9% | 15,060 | $462K |
| Raab & Moskowitz Asset Management LLC | 0.11% | Reduce -16.4% | 15,034 | $461K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -29.5% | 14,914 | $458K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -0.0% | 14,703 | $451K |
| FineMark National Bank & Trust | 0.02% | Reduce -11.4% | 14,498 | $445K |
| CRA Financial Services, LLC | 0.07% | Add +13.1% | 14,444 | $443K |
| Brown Advisory Inc. | 0.00% | No change | 14,412 | $442K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 14,383 | $441K |
| UMB Bank, n.a. | 0.01% | No change | 14,343 | $440K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -18.3% | 14,333 | $440K |
| Prudent Man Advisors, LLC | 0.14% | Add +10.0% | 14,320 | $439K |
| Klingman & Associates, LLC | 0.02% | Add +1.5% | 14,217 | $436K |
| 10Elms LLP | 0.48% | Reduce -0.9% | 14,114 | $433K |
| Evolution Wealth Advisors, LLC | 0.06% | No change | 14,064 | $432K |
| Detalus Advisors, LLC | 0.12% | No change | 14,009 | $430K |
| National Philanthropic Trust | 0.01% | No change | 14,000 | $430K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 13,972 | $429K |
| Bar Harbor Wealth Management | 0.03% | Add +1.7% | 13,972 | $429K |
| Rialto Wealth Management, LLC | 0.12% | No change | 13,876 | $426K |
| Arax Advisory Partners | 0.02% | Reduce -32.4% | 13,545 | $422K |
| Am Investment Strategies LLC | 0.10% | Add +0.9% | 13,661 | $419K |
| Belpointe Asset Management LLC | 0.02% | Add +17.0% | 13,602 | $417K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -0.6% | 13,596 | $417K |
| Hexagon Capital Partners LLC | 0.09% | Add +0.1% | 13,567 | $416K |
| Magnolia Capital Advisors LLC | 0.10% | Reduce -5.4% | 13,549 | $416K |
| Westshore Wealth, LLC | 0.16% | Reduce -15.1% | 13,532 | $415K |
| Eclectic Associates Inc. | 0.09% | Add +0.2% | 13,527 | $415K |
| Balefire, LLC | 0.09% | Reduce -4.5% | 13,502 | $414K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -38.0% | 13,483 | $414K |
| Tyler-Stone Wealth Management | 0.07% | Add +0.4% | 13,459 | $413K |
| Bank of New York Mellon Corp | 0.00% | Reduce -17.9% | 13,397 | $411K |
| Glenmede Investment Management, LP | 0.00% | — | 13,334 | $409K |
| Prudential PLC | 0.00% | No change | 13,300 | $408K |
| Continuum Advisory, LLC | 0.05% | Reduce -5.0% | 13,293 | $408K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -66.6% | 13,284 | $408K |
| TFB Advisors LLC | 0.11% | Add +1.4% | 13,242 | $406K |
| Tiller Private Wealth, Inc. | 0.15% | Add +18.9% | 13,189 | $405K |
| Flputnam Investment Management Co. | 0.01% | Reduce -50.7% | 13,140 | $403K |
| Bokf, NA | 0.01% | No change | 13,114 | $402K |
| Register Financial Advisors LLC | 0.18% | Add +8.4% | 13,106 | $402K |
| LJI Wealth Management, LLC | 0.07% | Add +50.9% | 13,105 | $402K |
| Objective Capital Management, LLC | 0.45% | Reduce -61.0% | 13,077 | $401K |
| SkyOak Wealth, LLC | 0.08% | Reduce -12.7% | 13,060 | $401K |
| MGB Wealth Management, LLC | 0.13% | Add +12.5% | 12,978 | $398K |
| Fort Sheridan Advisors LLC | 0.06% | Add +2.2% | 12,907 | $396K |
| Beacon Financial Group | 0.04% | Add +0.5% | 12,778 | $392K |
| Advisors Management Group Inc. | 0.07% | Reduce -4.8% | 12,775 | $392K |
| Apollon Financial, LLC | 0.08% | Reduce -1.1% | 12,750 | $391K |
| Harbour Capital Advisors, LLC | 0.08% | Reduce -0.9% | 12,645 | $391K |
| Keynote Financial Services LLC | 0.26% | Reduce -3.1% | 12,683 | $389K |
| Ranch Capital Advisors Inc. | 0.17% | Add +1.3% | 12,680 | $389K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -26.5% | 12,600 | $387K |
| Smith, Moore & Co. | 0.03% | Add +0.2% | 12,595 | $386K |
| Country Club Bank | 0.02% | Reduce -7.6% | 12,623 | $386K |
| City Center Advisors, LLC | 0.41% | Reduce -24.5% | 12,580 | $386K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 12,500 | $384K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -1.2% | 12,492 | $383K |
| Creekmur Asset Management LLC | 0.07% | Add +1245900.0% | 12,460 | $382K |
| Westfuller Advisors, LLC | 0.22% | Add +0.3% | 12,459 | $382K |
| Northcape Wealth Management, LLC | 0.12% | Reduce -1.6% | 12,419 | $381K |
| Edgestream Partners, L.P. | 0.01% | Reduce -36.4% | 12,369 | $379K |
| United Bank | 0.05% | No change | 12,313 | $378K |
| Quattro Financial Advisors LLC | 0.13% | No change | 12,302 | $377K |
| Wulff, Hansen & Co. | 0.32% | Reduce -8.1% | 12,205 | $374K |
| Modera Wealth Management, LLC | 0.00% | Add +20.2% | 12,172 | $373K |
| Inspire Advisors, LLC | 0.04% | No change | 12,121 | $372K |
| Group One Trading LLC | 0.01% | New | 12,121 | $372K |
| Wealth Dimensions Group, Ltd. | 0.08% | Reduce -11.1% | 12,107 | $371K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -27.1% | 12,096 | $371K |
| Foundations Investment Advisors, LLC | 0.01% | New | 12,073 | $370K |
| Burney Co./ | 0.01% | Reduce -1.3% | 12,052 | $370K |
| Advyzon Investment Management, LLC | 0.08% | Reduce -6.9% | 12,012 | $369K |
| CENTRAL TRUST Co | 0.01% | Reduce -22.7% | 12,001 | $368K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.7% | 11,982 | $368K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.3% | 11,955 | $367K |
| Patrick M Sweeney & Associates, Inc. | 0.25% | Add +8.1% | 11,786 | $365K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -19.9% | 11,907 | $365K |
| Measured Wealth Private Client Group, LLC | 0.11% | Add +0.0% | 11,865 | $364K |
| Simplicity Wealth,LLC | 0.02% | Reduce -70.3% | 11,859 | $364K |
| Kickstand Ventures, Llc. | 0.09% | Add +0.1% | 11,857 | $364K |
| Fulton Bank, N.A. | 0.01% | No change | 11,827 | $363K |
| Core Wealth Partners LLC | 0.18% | No change | 11,824 | $363K |
| TD Capital Management LLC | 0.03% | Add +0.3% | 11,797 | $362K |
| Easterly Investment Partners LLC | 0.03% | No change | 11,791 | $362K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -16.6% | 11,776 | $361K |
| Wealthcare Capital Partners, LLC | 0.18% | New | 11,775 | $361K |
| First Nebraska Trust Co | 0.03% | Reduce -4.1% | 11,757 | $361K |
| Argyle Capital Partners, LLC | 0.29% | No change | 11,650 | $357K |
| Fortitude Family Office, LLC | 0.12% | Reduce -11.4% | 11,629 | $357K |
| M&T Bank Corp | 0.00% | Reduce -20.1% | 11,575 | $355K |
| KFG Wealth Management, LLC | 0.06% | No change | 11,481 | $352K |
| Sound Income Strategies, LLC | 0.02% | Reduce -5.2% | 11,441 | $351K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -21.4% | 11,410 | $350K |
| Flagstar Securities, Inc. | 0.10% | Add +3.6% | 11,299 | $347K |
| Haven Private, LLC | 0.15% | Reduce -43.4% | 11,200 | $344K |
| Vigilare Wealth Management | 0.13% | Reduce -38.4% | 11,152 | $342K |
| Calamos Wealth Management LLC | 0.01% | No change | 11,139 | $342K |
| Titleist Asset Management, LLC | 0.03% | Add +10.3% | 11,112 | $341K |
| FSC Wealth Advisors, LLC | 0.21% | Reduce -2.5% | 11,074 | $340K |
| NWF Advisory Services Inc. | 0.04% | New | 11,064 | $339K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -11.1% | 10,990 | $337K |
| Afg Fiduciary Services Limited Partnership | 0.22% | Add +1.9% | 10,969 | $336K |
| Dodds Wealth, LLC | 0.09% | Add +8.2% | 10,947 | $336K |
| TPG Advisors LLC | 0.24% | Add +29.1% | 10,929 | $335K |
| Meridian Wealth Management, LLC | 0.01% | Add +5.4% | 10,824 | $332K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -5.2% | 10,728 | $329K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.5% | 10,735 | $329K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +6.0% | 10,683 | $328K |
| Vise Technologies, Inc. | 0.01% | — | 10,675 | $327K |
| Fiduciary Trust Co | 0.00% | No change | 10,654 | $327K |
| Founders Financial Securities LLC | 0.02% | Add +0.3% | 10,607 | $325K |
| Capital Advisory Group Advisory Services, LLC | 0.12% | Add +1.2% | 10,591 | $325K |
| Coastwise Capital Group, LLC | 0.26% | Reduce -10.9% | 10,590 | $325K |
| Stableford Capital II LLC | 0.12% | No change | 10,408 | $325K |
| Hillsdale Investment Management Inc. | 0.01% | Add +124.7% | 10,560 | $324K |
| ProVise Management Group, LLC | 0.03% | Add +0.1% | 10,454 | $321K |
| J. W. Coons Advisors, LLC | 0.07% | Reduce -9.2% | 10,415 | $320K |
| Chemistry Wealth Management LLC | 0.07% | No change | 10,365 | $318K |
| Associated Banc-Corp | 0.01% | No change | 10,357 | $318K |
| Cypress Capital Group | 0.04% | Add +41.5% | 10,339 | $317K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -2.8% | 10,308 | $316K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -63.3% | 10,240 | $314K |
| Journey Advisory Group, LLC | 0.02% | Reduce -9.0% | 10,225 | $314K |
| Clarity Capital Partners LLC | 0.11% | Reduce -47.3% | 10,222 | $314K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -82.0% | 10,221 | $314K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +7.8% | 10,163 | $311K |
| Traub Capital Management LLC | 0.29% | — | 10,084 | $309K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.9% | 10,056 | $309K |
| Merrion Investment Management Co, LLC | 0.20% | No change | 10,000 | $307K |
| Norris Financial Group, LLC | 0.13% | No change | 10,000 | $307K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 10,000 | $307K |
| L.M. Kohn & Company | 0.08% | Reduce -3.3% | 9,952 | $305K |
| Sfmg, LLC | 0.02% | Add +1.0% | 9,942 | $305K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +45.6% | 9,939 | $305K |
| First Horizon Advisors, Inc. | 0.01% | Add +0.8% | 9,926 | $305K |
| Financial Management Professionals, Inc. | 0.03% | Reduce -6.1% | 9,919 | $304K |
| Investmark Advisory Group LLC | 0.14% | Add +3.0% | 9,912 | $304K |
| XTX Topco Ltd | 0.01% | New | 9,900 | $304K |
| Bell Bank | 0.01% | No change | 9,747 | $299K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -4.0% | 9,744 | $299K |
| Americana Partners, LLC | 0.01% | Add +24.8% | 9,629 | $295K |
| Bison Wealth, LLC | 0.02% | Add +24.5% | 9,449 | $295K |
| Argentarii, LLC | 0.14% | New | 9,602 | $295K |
| L2 Asset Management, LLC | 0.05% | New | 9,599 | $294K |
| Gradient Investments LLC | 0.01% | Reduce -1.0% | 9,595 | $294K |
| Midwest Financial Group LLC | 0.15% | No change | 9,555 | $293K |
| Interactive Financial Advisors, Inc. | 0.14% | Reduce -11.7% | 9,464 | $290K |
| Finer Wealth Management, Inc. | 0.15% | Reduce -22.8% | 9,430 | $289K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -3.4% | 9,387 | $288K |
| Bank & Trust Co | 0.23% | No change | 9,374 | $288K |
| Bensler, LLC | 0.03% | Reduce -0.7% | 9,370 | $287K |
| GenWealth Group, Inc. | 0.06% | No change | 9,342 | $287K |
| Summit Wealth Group LLC / Co. | 0.07% | — | 9,341 | $287K |
| Powers Advisory Group, LLC | 0.13% | Reduce -14.8% | 9,339 | $287K |
| Symmetry Partners, LLC | 0.03% | New | 9,227 | $283K |
| Instrumental Wealth, LLC | 0.22% | Add +1.3% | 9,112 | $282K |
| Weaver Consulting Group | 0.08% | Reduce -5.4% | 9,184 | $282K |
| E&G Advisors, LLC | 0.07% | No change | 9,184 | $282K |
| Chatham Capital Group, Inc. | 0.04% | Reduce -10.3% | 9,181 | $282K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -9.9% | 9,177 | $282K |
| Proathlete Wealth Management LLC | 0.09% | No change | 9,110 | $279K |
| Main Street Financial Solutions, LLC | 0.02% | Add +2.2% | 9,107 | $279K |
| Camarda Financial Advisors, LLC | 0.11% | Add +36.2% | 9,052 | $278K |
| MKT Advisors LLC | 0.11% | Reduce -2.2% | 9,000 | $276K |
| Quantum Financial Advisors, LLC | 0.04% | No change | 8,997 | $276K |
| Keudell/Morrison Wealth Management | 0.06% | No change | 8,893 | $273K |
| Ironwood Financial, llc | 0.06% | No change | 8,794 | $270K |
| New Insight Wealth Advisors | 0.11% | Add +18.4% | 8,765 | $269K |
| Balboa Wealth Partners | 0.05% | Add +1.9% | 8,750 | $268K |
| Leigh Baldwin & Co., LLC | 0.18% | Reduce -4.5% | 8,744 | $268K |
| Quantinno Capital Management LP | 0.00% | New | 8,741 | $268K |
| Seelaus Asset Management LLC | 0.24% | Add +9.7% | 8,738 | $268K |
| Wealth Effects LLC | 0.10% | Add +12.0% | 8,738 | $268K |
| CWA Asset Management Group, LLC | 0.01% | Add +32.7% | 8,722 | $268K |
| 180 Wealth Advisors, LLC | 0.04% | No change | 8,706 | $267K |
| Wilson & Boucher Capital Management, LLC | 0.19% | Reduce -19.4% | 8,700 | $267K |
| Columbia Advisory Partners LLC | 0.20% | Reduce -0.0% | 8,699 | $267K |
| Synergy Asset Management, LLC | 0.03% | Add +3.7% | 8,687 | $267K |
| Smithfield Trust Co | 0.01% | Reduce -4.7% | 8,576 | $266K |
| CFO4Life Group, LLC | 0.04% | New | 8,645 | $265K |
| Jackson Hole Capital Partners, LLC | 0.05% | Add +25.1% | 8,609 | $264K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.9% | 8,602 | $264K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -92.0% | 8,420 | $258K |
| Ingalls & Snyder LLC | 0.01% | No change | 8,400 | $258K |
| Apella Capital, LLC | 0.01% | Reduce -5.0% | 8,294 | $256K |
| Operose Advisors LLC | 0.07% | Reduce -16.4% | 8,312 | $255K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -4.3% | 8,250 | $253K |
| Lazari Capital Management, Inc. | 0.09% | No change | 8,217 | $252K |
| Fortem Financial Group, LLC | 0.08% | Reduce -38.9% | 8,189 | $251K |
| First Financial Bank - Trust Division | 0.02% | No change | 8,068 | $248K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 8,000 | $245K |
| Financial Advocates Investment Management | 0.02% | Reduce -93.3% | 7,997 | $245K |
| Cunning Capital Partners, LP | 0.13% | New | 8,000 | $245K |
| Barrett & Company, Inc. | 0.09% | Reduce -5.1% | 7,980 | $245K |
| Clare Market Investments LLC | 0.05% | Add +0.4% | 7,979 | $245K |
| PUREfi Wealth, LLC | 0.19% | No change | 7,941 | $244K |
| McDonald Partners LLC | 0.06% | No change | 7,935 | $243K |
| Moseley Investment Management Inc. | 0.08% | Reduce -7.8% | 7,927 | $243K |
| Summit Trail Advisors, LLC | 0.00% | New | 7,900 | $242K |
| Laurel Wealth Advisors LLC | 0.04% | Add +8.2% | 7,885 | $242K |
| SilverOak Wealth Management LLC | 0.05% | New | 7,865 | $241K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -16.1% | 7,795 | $239K |
| WealthShield Partners, LLC | 0.03% | Reduce -27.8% | 7,661 | $235K |
| Red Crane Wealth Management, LLC | 0.21% | Reduce -3.0% | 7,631 | $234K |
| Optimum Investment Advisors | 0.10% | No change | 7,600 | $233K |
| C2C Wealth Management, LLC | 0.21% | Reduce -4.1% | 7,593 | $233K |
| OneAscent Financial Services LLC | 0.02% | New | 7,551 | $232K |
| Apriem Advisors | 0.02% | Reduce -15.5% | 7,559 | $232K |
| Norden Group LLC | 0.03% | Reduce -19.3% | 7,539 | $231K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -83.8% | 7,525 | $231K |
| Breed's Hill Capital LLC | 0.11% | No change | 7,522 | $231K |
| Nwam LLC | 0.01% | New | 7,423 | $229K |
| First Merchants Corp. | 0.01% | Reduce -8.0% | 7,444 | $228K |
| Insight Wealth Partners, LLC | 0.13% | No change | 7,440 | $228K |
| My Legacy Advisors, LLC | 0.08% | Reduce -28.3% | 7,273 | $228K |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | Add +9.0% | 7,331 | $227K |
| Axis Wealth Partners, LLC | 0.15% | Reduce -2.7% | 7,348 | $225K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +7.5% | 7,319 | $225K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -27.5% | 7,316 | $224K |
| Zacks Investment Management | 0.00% | Add +0.7% | 7,308 | $224K |
| AdvisorNet Financial, Inc | 0.01% | Add +4.4% | 7,298 | $224K |
| Wealthstar Advisors, LLC | 0.08% | Reduce -0.9% | 7,298 | $224K |
| Websterrogers Financial Advisors, LLC | 0.07% | Reduce -23.7% | 7,282 | $223K |
| Triumph Capital Management | 0.07% | Reduce -46.2% | 7,246 | $222K |
| Key Financial Inc | 0.04% | Add +2.9% | 7,239 | $222K |
| Pines Wealth Management, LLC | 0.08% | No change | 7,110 | $220K |
| HF Advisory Group, LLC | 0.09% | Add +1.7% | 7,184 | $220K |
| Tran Capital Management, L.P. | 0.03% | No change | 7,115 | $218K |
| Cumberland Partners Ltd | 0.01% | New | 7,030 | $216K |
| Traction Financial Partners, LLC | 0.15% | New | 7,025 | $216K |
| Sanders Morris Harris LLC | 0.05% | No change | 7,017 | $215K |
| Allium Financial Advisors, LLC | 0.19% | No change | 6,941 | $213K |
| Archer Investment Corp | 0.05% | Add +0.0% | 6,917 | $212K |
| Westover Capital Advisors, LLC | 0.04% | Reduce -97.8% | 6,879 | $211K |
| Stonegate Investment Group, LLC | 0.01% | No change | 6,874 | $211K |
| Verdence Capital Advisors LLC | 0.01% | No change | 6,855 | $210K |
| Oxbow Advisors, LLC | 0.02% | No change | 6,855 | $210K |
| Flywheel Private Wealth LLC | 0.17% | Reduce -40.3% | 6,855 | $210K |
| 17 Capital Partners, LLC | 0.12% | New | 6,772 | $208K |
| Colonial Trust Co / SC | 0.03% | Reduce -6.9% | 6,763 | $207K |
| Safeguard Investment Advisory Group, LLC | 0.05% | New | 6,757 | $207K |
| Millennium Capital Advisors, LLC | 0.14% | Reduce -1.3% | 6,735 | $207K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.1% | 6,725 | $206K |
| Mokosak Advisory Group, LLC | 0.06% | Add +1.7% | 6,717 | $206K |
| RMR Wealth Builders | 0.02% | Add +0.7% | 6,709 | $206K |
| Ritholtz Wealth Management | 0.00% | Reduce -7.4% | 6,685 | $205K |
| Tocqueville Asset Management L.P. | 0.00% | Reduce -1.1% | 6,585 | $202K |
| Ancora Advisors LLC | 0.00% | Add +0.2% | 6,522 | $200K |
| Wellington Shields & Co., LLC | 0.06% | Add +5.5% | 6,480 | $199K |
| MRP Capital Investments, LLC | 0.13% | Add +33.6% | 6,264 | $192K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 6,200 | $190K |
| New England Asset Management Inc. | 0.03% | No change | 6,000 | $184K |
| Webster Bank, N. A. | 0.02% | Reduce -7.1% | 5,852 | $180K |
| Ameriflex Group, Inc. | 0.09% | Reduce -56.5% | 5,824 | $179K |
| Johnson Financial Group, Inc. | 0.01% | No change | 5,555 | $170K |
| Vermillion & White Wealth Management Group, LLC | 0.11% | No change | 552 | $169K |
| Zions Bancorporation, National Association | 0.01% | No change | 5,500 | $169K |
| Brown, Lisle/Cummings, Inc. | 0.04% | Reduce -1.8% | 5,436 | $167K |
| MCF Advisors LLC | 0.01% | New | 5,428 | $167K |
| BNP Paribas Financial Markets | 0.00% | Add +6632.5% | 5,386 | $165K |
| Nvwm, LLC | 0.04% | Add +31.6% | 5,119 | $157K |
| Rakuten Securities, Inc. | 0.06% | Add +164.4% | 4,640 | $142K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -96.7% | 4,627 | $141K |
| Choate Investment Advisors | 0.00% | New | 4,570 | $140K |
| GeoWealth Management, LLC | 0.01% | New | 4,328 | $133K |
| Hollencrest Capital Management | 0.01% | Add +1.7% | 4,278 | $131K |
| Wellington Shields Capital Management, LLC | 0.02% | Add +14.1% | 4,098 | $126K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +5.3% | 3,740 | $115K |
| Union Savings Bank | 0.05% | No change | 3,539 | $111K |
| Clearstead Advisors, LLC | 0.00% | Reduce -10.1% | 3,568 | $109K |
| Cove Street Capital, LLC | 0.16% | No change | 3,500 | $107K |
| Briaud Financial Planning Inc | 0.04% | Add +9.7% | 3,463 | $106K |
| Cornerstone Planning Group LLC | 0.02% | Add +1747.0% | 3,103 | $97K |
| Providence Capital Advisors, LLC | 0.02% | New | 3,045 | $93K |
| Vermillion Wealth Management, Inc. | 0.04% | Reduce -31.5% | 3,018 | $93K |
| BankPlus Trust Department | 0.03% | No change | 3,000 | $92K |
| Albion Financial Group | 0.01% | Reduce -0.6% | 2,968 | $91K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 2,866 | $88K |
| Activest Wealth Management | 0.02% | No change | 2,849 | $87K |
| Topsail Wealth Management, LLC | 0.02% | No change | 2,750 | $84K |
| WFA of San Diego, LLC | 0.06% | — | 2,706 | $83K |
| BTG Pactual Asset Management US LLC | 0.01% | No change | 2,692 | $83K |
| Resources Management Corp. /CT/ | 0.01% | New | 2,600 | $80K |
| Pacifica Partners Inc. | 0.03% | Reduce -28.3% | 2,515 | $77K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,501 | $77K |
| Pandora Wealth, Inc. | 0.05% | No change | 2,500 | $77K |
| Westside Investment Management, Inc. | 0.01% | Reduce -24.4% | 2,458 | $75K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 2,430 | $75K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -44.2% | 2,410 | $74K |
| Murphy & Mullick Capital Management Corp | 0.06% | No change | 2,256 | $71K |
| Eastern Bank | 0.00% | No change | 2,150 | $66K |
| Elequin Capital, LP | 0.02% | Reduce -30.5% | 2,137 | $66K |
| Tsfg, LLC | 0.01% | Add +0.2% | 2,092 | $64K |
| CVA Family Office, LLC | 0.01% | Reduce -26.3% | 2,013 | $62K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -39.6% | 2,012 | $62K |
| Larson Financial Group LLC | 0.00% | Reduce -20.8% | 1,967 | $60K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,902 | $58K |
| Pflug Koory, LLC | 0.03% | Add +42.1% | 1,890 | $58K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +13.0% | 1,735 | $53K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.9% | 1,710 | $52K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,688 | $52K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 1,551 | $48K |
| Rossby Financial, LCC | 0.02% | No change | 1,537 | $47K |
| Templeton & Phillips Capital Management, LLC | 0.03% | No change | 1,530 | $47K |
| 2UniFi Bank | 0.03% | Reduce -25.6% | 1,510 | $46K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -92.3% | 1,500 | $46K |
| JDM Financial Group LLC | 0.02% | No change | 1,405 | $43K |
| Avion Wealth | 0.01% | Reduce -43.8% | 1,385 | $42K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -4.2% | 41,980 | $42K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.5% | 1,342 | $41K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,310 | $40K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 1,239 | $38K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -67.9% | 1,237 | $38K |
| Sachetta, LLC | 0.01% | No change | 1,150 | $35K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 1,143 | $35K |
| Compass Financial Services Inc | 0.02% | Add +1.7% | 1,119 | $34K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -48.0% | 1,085 | $33K |
| Howe & Rusling Inc. | 0.00% | No change | 1,055 | $32K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -26.8% | 1,025 | $31K |
| 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% | No change | 1,000 | $31K |
| Front Row Advisors LLC | 0.01% | Reduce -13.8% | 999 | $31K |
| Bogart Wealth, LLC | 0.00% | Reduce -75.0% | 979 | $30K |
| Salomon & Ludwin, LLC | 0.00% | No change | 969 | $30K |
| McIlrath & Eck, LLC | 0.00% | No change | 970 | $30K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +2.2% | 919 | $28K |
| Hantz Financial Services, Inc. | 0.00% | New | 878 | $27K |
| Godsey & Gibb, Inc. | 0.00% | No change | 875 | $27K |
| Kilter Group LLC | 0.01% | New | 810 | $25K |
| IMA Advisory Services, Inc. | 0.00% | No change | 806 | $25K |
| Grove Bank & Trust | 0.00% | No change | 800 | $25K |
| Gen-Wealth Partners Inc | 0.01% | No change | 760 | $23K |
| Luminist Capital LLC | 0.02% | Reduce -8.2% | 755 | $23K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -71.5% | 745 | $23K |
| S.A. Mason LLC | 0.01% | No change | 740 | $23K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -12.9% | 736 | $23K |
| Robbins Farley | 0.01% | Add +1.7% | 706 | $22K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 700 | $21K |
| HM Payson & Co. | 0.00% | Reduce -70.5% | 700 | $21K |
| Family Manage LLC | 0.00% | New | 683 | $21K |
| LFA - Lugano Financial Advisors SA | 0.01% | Reduce -75.8% | 641 | $19K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 630 | $19K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 610 | $19K |
| CoreFirst Bank & Trust | 0.01% | New | 600 | $18K |
| Capital Analysts, LLC | 0.00% | No change | 594 | $18K |
| New England Capital Financial Advisors LLC | 0.01% | Add +67.0% | 586 | $18K |
| Atwood & Palmer Inc. | 0.00% | Reduce -52.6% | 540 | $17K |
| First PREMIER Bank | 0.00% | No change | 510 | $16K |
| Nemes Rush Group LLC | 0.00% | No change | 520 | $16K |
| Brooklyn Investment Group | 0.00% | New | 506 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -54.5% | 500 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +635.3% | 500 | $15K |
| Signaturefd, LLC | 0.00% | Reduce -50.0% | 500 | $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% | 466 | $14K |
| Alerus Financial NA | 0.00% | New | 450 | $14K |
| Tucker Asset Management LLC | 0.00% | Add +9.5% | 438 | $13K |
| Angeles Investment Advisors, LLC | 0.00% | Add +100.0% | 400 | $12K |
| EPG Wealth Management LLC | 0.00% | Reduce -83.8% | 394 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 387 | $12K |
| Winch Advisory Services, LLC | 0.00% | Add +2.0% | 365 | $11K |
| Evolution Wealth Management Inc. | 0.01% | — | 363 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 358 | $11K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 300 | $9K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 300 | $9K |
| 1248 Management, LLC | 0.00% | New | 265 | $8K |
| Concord Wealth Partners | 0.00% | Add +2.0% | 257 | $8K |
| Syntax Research, Inc. | 0.01% | Reduce -52.4% | 255 | $8K |
| Dunhill Financial, LLC | 0.00% | New | 250 | $8K |
| Phillips Financial Management, LLC | 0.00% | New | 247 | $8K |
| Family Legacy Financial Solutions, LLC | 0.01% | — | 242 | $7K |
| Friedenthal Financial | 0.00% | No change | 216 | $7K |
| Bellevue Asset Management, LLC | 0.00% | No change | 200 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 200 | $6K |
| Richardson Financial Services Inc. | 0.00% | Add +5.2% | 183 | $6K |
| Chilton Capital Management LLC | 0.00% | No change | 170 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 167 | $5K |
| Anchor Investment Management, LLC | 0.00% | Add +0.7% | 153 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -91.9% | 151 | $5K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 150 | $5K |
| LRI Investments, 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 |
| NFSG Corp | 0.00% | Reduce -59.7% | 125 | $4K |
| Coastline Trust Co | 0.00% | Reduce -71.3% | 125 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 112 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 101 | $3K |
| Bfsg, LLC | 0.00% | No change | 100 | $3K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 125 | $3K |
| Transce3nd, LLC | 0.00% | Reduce -38.5% | 96 | $3K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 92 | $3K |
| Investment Management Corp. /Va/ | 0.00% | No change | 90 | $3K |
| Bank of New Hampshire | 0.00% | No change | 86 | $3K |
| Ballast Advisors LLC | 0.00% | New | 74 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 64 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 60 | $2K |
| PayPay Securities Corp | 0.08% | Add +1.8% | 56 | $2K |
| Perkins Coie Trust Co | 0.00% | No change | 50 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 48 | $1K |
| Atlantic Private Wealth, LLC | 0.00% | Add +2.8% | 37 | $1K |
| New Millennium Group LLC | 0.00% | Reduce -28.6% | 35 | $1K |
| IMG Wealth Management, Inc. | 0.00% | Add +3.3% | 31 | $946 |
| Global Wealth Strategies & Associates | 0.00% | No change | 24 | $736 |
| Costello Asset Management, INC | 0.00% | Reduce -88.5% | 23 | $706 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 14 | $427 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $369 |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -92.9% | 9 | $279 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $61 |
"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.