iShares Preferred & Income SPFFETF
13F holders, Q4 2025 (December 31)1,011holders +21
63new positions
82sold out
5famous investors
$31.26avg. 13F price*
At the end of Q4 2025, 1,011 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, up 21 from Q3 2025. 63 opened new positions and 82 sold out. The largest holders were Bank of America Corp. ($701.7M), Morgan Stanley ($489.5M) and Wells Fargo & Company ($293.9M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $34.6M |
| Exits | 82 | $149.5M |
All 13F filers, Q3 2025 → Q4 2025: 8,937,835 shares bought and 18,986,699 shares sold, net −10,048,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,011 holders
| Bank of America Corp. | 0.05% | Reduce -6.2% | 22,663,798 | $701.7M |
| Morgan Stanley | 0.03% | Add +2.7% | 15,810,728 | $489.5M |
| Wells Fargo & Company | 0.06% | Add +2.0% | 9,491,298 | $293.9M |
| LPL Financial LLC | 0.07% | Reduce -3.0% | 7,863,267 | $243.4M |
| UBS Group AG | 0.04% | Add +5.5% | 6,035,335 | $186.9M |
| Royal Bank of Canada | 0.02% | Reduce -8.3% | 4,102,839 | $127.0M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.9% | 3,957,429 | $122.5M |
| Mariner, LLC | 0.14% | Add +1.8% | 3,799,306 | $117.6M |
| Bramshill Investments, LLC | 6.28% | Reduce -66.1% | 2,116,859 | $111.1M |
| Raymond James Financial Inc. | 0.03% | Add +14.0% | 3,231,955 | $100.1M |
| First Interstate Bank | 4.83% | Add +1.2% | 2,906,297 | $90.0M |
| BlackRock, Inc. | 0.00% | Reduce -7.3% | 2,428,451 | $75.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.1% | 2,138,022 | $66.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.89% | Reduce -4.0% | 1,894,274 | $58.6M |
| Truist Financial Corp. | 0.08% | Add +3.1% | 1,822,396 | $56.4M |
| Cetera Investment Advisers | 0.06% | Reduce -2.1% | 1,768,243 | $54.7M |
| US Bancorp \de | 0.06% | Reduce -10.6% | 1,761,851 | $54.5M |
| Janney Montgomery Scott LLC | 0.12% | Add +2.8% | 1,747,061 | $54.1M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +9.8% | 1,645,716 | $51.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.1% | 1,452,298 | $45.2M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -17.0% | 1,318,933 | $40.8M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -6.6% | 1,312,161 | $40.6M |
| Osaic Holdings, Inc. | 0.06% | Reduce -5.0% | 1,256,630 | $38.9M |
| Fifth Third Bancorp | 0.12% | Reduce -0.9% | 1,230,373 | $38.1M |
| Greenleaf Trust | 0.34% | Add +5.5% | 1,208,436 | $37.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.63% | Add +11.8% | 1,150,603 | $35.6M |
| Baird Financial Group, Inc. | 0.05% | Add +3.4% | 1,056,554 | $32.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.3% | 1,033,738 | $32.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -10.0% | 1,044,760 | $32.3M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.98% | Add +2.3% | 977,100 | $30.3M |
| GDS Wealth Management | 1.84% | Add +13.0% | 948,814 | $29.4M |
| Dakota Wealth Management | 0.51% | Reduce -8.5% | 934,997 | $28.9M |
| MAI Capital Management | 0.17% | Add +5.3% | 927,375 | $28.7M |
| Cohen & Steers, Inc. | 0.05% | Add +12157.0% | 904,077 | $28.0M |
| Ocean Park Asset Management, LLC | 1.26% | Add +9.7% | 868,252 | $26.9M |
| Stifel Financial Corp. | 0.02% | Add +5.9% | 843,112 | $26.1M |
| Commerce Bank | 0.14% | Reduce -15.5% | 819,388 | $25.4M |
| Hennion & Walsh Asset Management, Inc. | 0.84% | Add +5.9% | 789,794 | $24.5M |
| Cerity Partners LLC | 0.03% | Add +38.6% | 773,617 | $24.0M |
| HighTower Advisors, LLC | 0.03% | Reduce -7.7% | 769,059 | $23.8M |
| Jaffetilchin Investment Partners, LLC | 1.38% | Add +1.4% | 763,604 | $23.6M |
| Summit Financial Wealth Advisors, LLC | 3.10% | Reduce -5.0% | 700,509 | $21.7M |
| Bard Associates Inc. | 5.52% | Add +47.9% | 693,974 | $21.5M |
| Zacks Investment Management | 0.16% | Add +6725.5% | 662,486 | $20.5M |
| Pure Financial Advisors, LLC | 0.30% | Add +7.3% | 644,860 | $20.0M |
| Keybank National Association | 0.07% | Reduce -4.4% | 643,295 | $19.9M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +11.3% | 639,734 | $19.8M |
| Northside Capital Management, LLC | 1.69% | Add +33.0% | 628,822 | $19.5M |
| Susquehanna International Group, LLP | 0.03% | Add +343.1% | 620,058 | $19.2M |
| Welch & Forbes LLC | 0.22% | Reduce -7.9% | 594,427 | $18.4M |
| Deutsche Bank AG | 0.01% | Reduce -0.5% | 592,629 | $18.3M |
| Insight Wealth Strategies, LLC | 2.04% | Reduce -36.2% | 575,043 | $17.8M |
| Citigroup Inc. | 0.01% | Reduce -3.3% | 570,181 | $17.7M |
| Cordoba Advisory Partners LLC | 4.33% | — | 565,622 | $17.5M |
| MML Investors Services, LLC | 0.04% | Reduce -5.7% | 564,909 | $17.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +0.8% | 561,199 | $17.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.1% | 539,761 | $16.7M |
| SeaBridge Investment Advisors LLC | 2.65% | Reduce -14.0% | 517,870 | $16.0M |
| Stephens Inc. | 0.20% | Reduce -19.9% | 513,391 | $15.9M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +15.9% | 506,138 | $15.7M |
| &partners | 0.08% | Add +14.9% | 469,799 | $14.6M |
| Parkside Investments, LLC | 1.81% | Reduce -4.7% | 464,042 | $14.4M |
| Robertson Stephens Wealth Management, LLC | 0.39% | Reduce -1.0% | 444,960 | $13.8M |
| Jones Financial Companies LLLP | 0.01% | Add +9.6% | 440,441 | $13.6M |
| SBI Securities Co., Ltd. | 0.34% | Reduce -4.3% | 425,906 | $13.2M |
| Ballast, Inc. | 3.01% | Add +4.7% | 415,371 | $12.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -22.9% | 410,899 | $12.7M |
| NewEdge Advisors, LLC | 0.05% | Add +6.9% | 410,553 | $12.7M |
| SWAN Capital LLC | 4.93% | Add +14.3% | 409,140 | $12.7M |
| Fulton Breakefield Broenniman LLC | 0.80% | Reduce -1.7% | 408,342 | $12.6M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -11.9% | 395,355 | $12.2M |
| Conning Inc. | 0.43% | No change | 390,500 | $12.1M |
| First Citizens Bank & Trust Co. | 0.25% | Reduce -5.7% | 389,946 | $12.1M |
| Focus Partners Wealth | 0.01% | Add +4.3% | 356,961 | $11.1M |
| HRT Financial LP | 0.03% | Add +27.9% | 356,356 | $11.0M |
| Hilton Capital Management, LLC | 0.83% | Add +1.9% | 354,308 | $11.0M |
| Florida Trust Wealth Management Co | 0.30% | Add +1.9% | 350,731 | $10.9M |
| Oak Harvest Investment Services | 1.16% | Add +4.0% | 343,003 | $10.6M |
| Corient Private Wealth LP | 0.01% | Reduce -52.6% | 338,703 | $10.5M |
| Collective Family Office LLC | 2.34% | Add +4.2% | 329,756 | $10.2M |
| SG Americas Securities, LLC | 0.01% | New | 322,578 | $10.0M |
| AMG National Trust Bank | 0.22% | Reduce -4.4% | 299,536 | $9.3M |
| Pinnacle Financial Partners, Inc. | 0.07% | — | 297,078 | $9.2M |
| Bank of Montreal | 0.00% | Reduce -4.0% | 295,790 | $9.2M |
| Mountain Hill Investment Partners Corp. | 6.55% | Add +36.4% | 295,401 | $9.1M |
| Capital Square, LLC | 4.64% | Reduce -92.8% | 29,371 | $9.1M |
| Captrust Financial Advisors | 0.02% | Add +1.2% | 286,917 | $8.9M |
| Park Avenue Securities LLC | 0.07% | Reduce -27.4% | 280,257 | $8.7M |
| Stablepoint Partners, LLC | 1.30% | Add +0.4% | 268,706 | $8.3M |
| Angeles Wealth Management, LLC | 0.45% | Add +11.8% | 262,543 | $8.1M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +0.0% | 261,040 | $8.1M |
| DAVENPORT & Co LLC | 0.04% | Add +9.5% | 260,709 | $8.1M |
| Freedom Day Solutions, LLC | 2.13% | Add +1.1% | 253,528 | $7.8M |
| Comerica Bank | 0.03% | Add +9.8% | 245,423 | $7.6M |
| Prospera Financial Services Inc | 0.12% | Reduce -2.5% | 242,687 | $7.5M |
| Greenberg Financial Group | 3.06% | — | 239,794 | $7.4M |
| Regal Investment Advisors LLC | 0.43% | Add +0.2% | 231,936 | $7.2M |
| D.A. Davidson & Co. | 0.04% | Add +0.9% | 227,221 | $7.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.24% | Add +3.7% | 225,512 | $7.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -10.0% | 222,631 | $6.9M |
| Rwa Wealth Partners, LLC | 0.07% | Add +48.7% | 219,515 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +71.8% | 217,745 | $6.7M |
| Strategic Wealth Investment Group, LLC | 0.82% | Reduce -25.1% | 216,417 | $6.7M |
| Horizon Investments, LLC | 0.08% | Reduce -36.7% | 214,544 | $6.6M |
| Cim, LLC | 0.85% | Add +4.7% | 209,802 | $6.5M |
| Tanager Wealth Management LLP | 0.64% | Add +27.2% | 206,740 | $6.4M |
| Glaxis Capital Management, LLC | 10.79% | Add +1.0% | 203,500 | $6.3M |
| MassMutual Private Wealth & Trust, FSB | 0.16% | Add +1.2% | 202,734 | $6.3M |
| Independence Financial Advisors, LLC | 1.65% | Add +5.8% | 194,422 | $6.0M |
| Lido Advisors, LLC | 0.02% | Add +0.1% | 190,341 | $6.0M |
| Cornerstone Financial Group, LLC | 4.15% | Add +11.1% | 191,864 | $5.9M |
| Kentucky Trust Co | 3.12% | Add +1.6% | 190,071 | $5.9M |
| Independent Financial Group, LLC | 0.13% | Reduce -5.6% | 187,449 | $5.8M |
| Risk Paradigm Group, LLC | 5.58% | — | 187,360 | $5.8M |
| Alexander Labrunerie & Co., Inc. | 2.10% | Reduce -2.5% | 185,918 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.8% | 185,456 | $5.7M |
| Fortress Financial Solutions, LLC | 5.86% | Add +3.6% | 185,096 | $5.7M |
| Assetmark, Inc. | 0.01% | Reduce -69.8% | 183,837 | $5.7M |
| Blue Fin Capital, Inc. | 0.88% | Add +5.4% | 182,967 | $5.7M |
| RPg Family Wealth Advisory, LLC | 1.22% | Reduce -0.7% | 178,680 | $5.5M |
| Quest Investment Management LLC | 0.59% | No change | 177,000 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +348.3% | 175,498 | $5.4M |
| Paulson Wealth Management Inc. | 1.25% | Add +5.7% | 174,888 | $5.4M |
| Brookstone Capital Management | 0.06% | Reduce -6.9% | 173,859 | $5.4M |
| Knightsbridge Asset Management, LLC | 0.87% | Reduce -4.9% | 173,377 | $5.4M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -0.9% | 169,304 | $5.2M |
| Beacon Harbor Wealth Advisors, Inc. | 1.16% | Add +7.6% | 169,068 | $5.2M |
| BOS Asset Management, LLC | 1.39% | Add +0.1% | 167,551 | $5.2M |
| Oppenheimer & Co. Inc. | 0.07% | Add +27.4% | 165,668 | $5.1M |
| Mesirow Financial Investment Management, Inc. | 0.10% | Reduce -29.8% | 164,231 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -81.2% | 162,886 | $5.0M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -11.8% | 162,245 | $5.0M |
| Investors Research Corp | 0.92% | Add +7.8% | 161,415 | $5.0M |
| Centaurus Financial, Inc. | 0.22% | Reduce -12.9% | 156,098 | $4.8M |
| Financial Advisory Partners, LLC | 1.36% | Reduce -1.7% | 155,211 | $4.8M |
| Creative Planning | 0.00% | Add +1.8% | 149,291 | $4.6M |
| Cordatus Wealth Management LLC | 1.07% | Reduce -0.4% | 149,084 | $4.6M |
| White Pine Capital LLC | 1.26% | Add +2.5% | 147,877 | $4.6M |
| Frisch Financial Group, Inc. | 1.02% | Reduce -49.5% | 146,824 | $4.5M |
| Apella Capital, LLC | 0.09% | Add +1655.2% | 145,291 | $4.5M |
| Sagace Wealth Management LLC | 3.04% | Add +4.9% | 144,338 | $4.5M |
| Bank of Stockton | 1.27% | Reduce -8.9% | 143,494 | $4.4M |
| Cypress Wealth Services, LLC | 0.61% | Add +1.1% | 143,000 | $4.4M |
| Waverly Advisors, LLC | 0.04% | Reduce -9.3% | 140,280 | $4.3M |
| Cambria Investment Management, L.P. | 0.24% | Add +3.0% | 134,368 | $4.2M |
| Jackson, Grant Investment Advisers, Inc. | 1.34% | Reduce -20.0% | 131,784 | $4.1M |
| XML Financial, LLC | 0.33% | Reduce -21.8% | 130,146 | $4.0M |
| Exchange Traded Concepts, LLC | 0.03% | Add +40.7% | 129,752 | $4.0M |
| Perennial Advisors, LLC | 0.67% | Add +5.8% | 129,731 | $4.0M |
| Wealth Advisory Solutions, LLC | 0.93% | Reduce -3.4% | 128,754 | $4.0M |
| Global Retirement Partners, LLC | 0.07% | Reduce -0.3% | 125,575 | $3.9M |
| Eagle Harbor Asset Management Inc. | 3.17% | Add +7.8% | 123,835 | $3.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -9.9% | 123,061 | $3.8M |
| Wedbush Securities Inc. | 0.11% | Add +80.7% | 119,988 | $3.7M |
| Equitable Holdings, Inc. | 0.03% | Reduce -12.7% | 119,631 | $3.7M |
| Curbstone Financial Management Corp | 0.71% | Reduce -1.1% | 119,393 | $3.7M |
| Invictus Private Wealth, LLC | 0.22% | Add +3.6% | 119,182 | $3.7M |
| Community Bank, N.A. | 0.44% | Reduce -5.6% | 119,095 | $3.7M |
| Intrepid Financial Planning Group LLC | 1.40% | Reduce -22.8% | 118,737 | $3.7M |
| First American Trust, FSB | 0.25% | Add +1.9% | 116,375 | $3.6M |
| Shulman DeMeo Asset Management LLC | 0.81% | Reduce -1.5% | 116,068 | $3.6M |
| Houlihan Financial Resource Group, Ltd. | 1.38% | Add +95.1% | 113,861 | $3.6M |
| Davidson Investment Advisors | 0.15% | Add +1.4% | 113,909 | $3.5M |
| Montis Financial, LLC | 0.69% | Reduce -37.1% | 113,251 | $3.5M |
| Summit Financial, LLC | 0.05% | Reduce -3.6% | 111,445 | $3.5M |
| OpenArc Corporate Advisory, LLC | 0.06% | — | 110,964 | $3.4M |
| Parallel Advisors, LLC | 0.06% | Reduce -3.2% | 109,678 | $3.4M |
| Brindle & Bay Financial Advisors, LLC | 2.25% | — | 109,153 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -0.6% | 108,245 | $3.4M |
| D L Carlson Investment Group Inc. | 0.56% | Add +10.2% | 106,654 | $3.3M |
| Crown Oak Advisors, LLC | 1.56% | Reduce -18.0% | 106,543 | $3.3M |
| SP Asset Management LLC | 0.26% | Reduce -3.6% | 106,413 | $3.3M |
| Cary Street Partners Financial LLC | 0.08% | Add +5.9% | 106,144 | $3.3M |
| Amicus Financial Advisors, LLC | 0.91% | — | 105,624 | $3.3M |
| Millennium Management | 0.00% | Reduce -75.9% | 104,138 | $3.2M |
| Winthrop Partners - WNY, LLC | 1.70% | — | 102,181 | $3.2M |
| Fiera Capital Corp | 0.01% | Reduce -0.3% | 101,792 | $3.2M |
| Bessemer Group Inc. | 0.00% | Reduce -27.1% | 100,333 | $3.1M |
| Liberty Capital Management, Inc. | 0.58% | Reduce -0.1% | 100,030 | $3.1M |
| Insigneo Advisory Services, LLC | 0.22% | Add +16.9% | 99,135 | $3.1M |
| Aprio Wealth Management, LLC | 0.18% | Add +1.4% | 99,032 | $3.1M |
| Crews Bank & Trust | 0.43% | Reduce -4.4% | 97,875 | $3.0M |
| Penn Mutual Asset Management | 1.88% | No change | 97,300 | $3.0M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -2.3% | 97,264 | $3.0M |
| Schroder Investment Management Group | 0.00% | Reduce -16.4% | 96,563 | $3.0M |
| Mount Lucas Management LP | 1.32% | Add +6.0% | 96,463 | $3.0M |
| Platform Technology Partners | 0.64% | Add +400.7% | 96,454 | $3.0M |
| MIdWestOne Financial Group, Inc. | 0.33% | Add +5.6% | 95,748 | $3.0M |
| WJ Financial Advisors LLC | 2.64% | Add +2.9% | 95,590 | $3.0M |
| Roman Butler Fullerton & Co. | 0.78% | Reduce -1.4% | 92,482 | $3.0M |
| Winthrop Capital Management, LLC | 0.69% | Reduce -21.0% | 95,079 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -5.8% | 94,770 | $2.9M |
| Sterling Investment Advisors, Ltd. | 0.53% | Reduce -3.1% | 93,771 | $2.9M |
| Canandaigua National Bank & Trust Co. | 0.26% | Add +46.3% | 93,768 | $2.9M |
| Courier Capital LLC | 0.16% | Reduce -4.5% | 93,745 | $2.9M |
| Victrix Investment Advisors | 1.12% | New | 93,406 | $2.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -1.6% | 93,235 | $2.9M |
| Global Assets Advisory, LLC | 0.82% | Add +2.3% | 92,556 | $2.9M |
| Congress Asset Management Co. | 0.02% | Reduce -6.1% | 92,226 | $2.9M |
| CreativeOne Wealth, LLC | 0.07% | Add +0.3% | 89,979 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +34.8% | 89,433 | $2.8M |
| Sierra Capital LLC | 0.29% | Add +0.2% | 89,230 | $2.8M |
| RMR Capital Management, LLC | 1.99% | Add +1.8% | 89,031 | $2.8M |
| TCTC Holdings, LLC | 0.08% | Add +1.1% | 88,572 | $2.7M |
| Tran Capital Management, L.P. | 0.33% | Add +1144.7% | 88,563 | $2.7M |
| Smith Shellnut Wilson LLC | 1.04% | Add +0.1% | 87,781 | $2.7M |
| Old National Bancorp | 0.04% | Add +7.8% | 86,733 | $2.7M |
| Arkadios Wealth Advisors | 0.05% | Add +13.4% | 86,496 | $2.7M |
| Atlantic Edge Private Wealth Management, LLC | 0.66% | Reduce -5.1% | 85,860 | $2.7M |
| NBT Bank, N.A. | 0.17% | Reduce -0.0% | 85,440 | $2.6M |
| Post Resch Tallon Group Inc. | 2.22% | Add +33.6% | 84,827 | $2.6M |
| Palouse Capital Management, Inc. | 1.71% | Reduce -7.8% | 84,818 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.19% | Add +33.2% | 84,584 | $2.6M |
| Arkos Global Advisors | 0.33% | Add +8.4% | 84,144 | $2.6M |
| HUB Investment Partners, LLC | 0.07% | Add +28.7% | 83,818 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +16.4% | 83,414 | $2.6M |
| Mgo One Seven LLC | 0.05% | Add +9.2% | 82,875 | $2.6M |
| Peoples Bank | 2.56% | Reduce -3.2% | 82,315 | $2.5M |
| Sharper & Granite LLC | 0.89% | Add +1.5% | 81,515 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +3.7% | 81,362 | $2.5M |
| Dumont & Blake Investment Advisors LLC | 0.60% | Reduce -3.9% | 80,604 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.7% | 79,837 | $2.5M |
| DT Investment Partners, LLC | 0.20% | Reduce -12.3% | 78,412 | $2.4M |
| Infinity Wealth Counsel, LLC | 2.21% | Add +15.2% | 78,299 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Add +0.1% | 78,150 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.3% | 77,719 | $2.4M |
| Emergent Wealth Advisors, LLC | 1.32% | Reduce -26.4% | 75,722 | $2.3M |
| Burke & Herbert Bank & Trust Co. | 0.65% | Reduce -31.2% | 75,593 | $2.3M |
| Capstone Wealth Management Group LLC | 1.42% | Reduce -4.8% | 75,489 | $2.3M |
| Cwm, LLC | 0.01% | Add +0.5% | 75,379 | $2.3M |
| Procyon Advisors, LLC | 0.11% | Reduce -19.0% | 75,052 | $2.3M |
| Integrated Advisors Network LLC | 0.10% | Add +20.3% | 74,743 | $2.3M |
| Ballentine Partners, LLC | 0.03% | Reduce -2.3% | 74,605 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -66.0% | 74,573 | $2.3M |
| Three Bearings Fiduciary Advisors, Inc. | 2.16% | — | 72,720 | $2.3M |
| SouthState Bank Corp | 0.10% | Reduce -15.2% | 74,212 | $2.3M |
| Connecticut Wealth Management, LLC | 0.10% | Add +15.3% | 74,040 | $2.3M |
| Destination Wealth Management | 0.06% | Add +2.1% | 73,992 | $2.3M |
| Disciplined Investments, LLC | 0.88% | Reduce -2.9% | 73,966 | $2.3M |
| Duncker Streett & Co. Inc. | 0.40% | Reduce -1.2% | 73,441 | $2.3M |
| FOCUS Wealth Advisors, LLC | 1.06% | Add +1.0% | 73,365 | $2.3M |
| MMBG Investment Advisors Co. | 0.19% | Add +116.9% | 73,205 | $2.3M |
| Armstrong Advisory Group, Inc. | 0.15% | Add +19.3% | 71,195 | $2.2M |
| Legacy Capital Wealth Partners, LLC | 0.47% | Add +7.8% | 71,190 | $2.2M |
| Fragasso Financial Advisors Inc | 0.13% | Reduce -5.4% | 71,130 | $2.2M |
| Janney Capital Management LLC | 0.14% | Add +28.4% | 70,880 | $2.2M |
| Redmont Wealth Advisors LLC | 3.30% | Reduce -34.8% | 70,472 | $2.2M |
| Rothschild Investment LLC | 0.12% | Reduce -37.6% | 70,327 | $2.2M |
| St Germain D J Co. Inc. | 0.08% | Reduce -5.1% | 67,912 | $2.1M |
| Grey Ledge Advisors, LLC | 0.47% | Reduce -23.4% | 67,245 | $2.1M |
| Fell Capital Management | 2.02% | — | 66,984 | $2.1M |
| Curi Capital, LLC | 0.04% | Reduce -5.0% | 66,788 | $2.1M |
| Checchi Capital Advisers, LLC | 0.14% | Reduce -50.9% | 66,717 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -52.9% | 66,559 | $2.1M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -10.8% | 65,784 | $2.0M |
| AlphaCore Capital LLC | 0.05% | Add +814.6% | 65,525 | $2.0M |
| International Assets Investment Management, LLC | 0.14% | Reduce -18.3% | 65,296 | $2.0M |
| Trivium Point Advisory, LLC | 0.20% | Add +1.7% | 65,164 | $2.0M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +276.5% | 65,097 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 65,097 | $2.0M |
| Crewe Advisors LLC | 0.18% | Reduce -7.5% | 64,870 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -22.4% | 64,673 | $2.0M |
| Greenwood Capital Associates LLC | 0.22% | Reduce -0.5% | 64,320 | $2.0M |
| Berkeley Capital Partners, LLC | 0.47% | Add +1.7% | 64,051 | $2.0M |
| Wendell David Associates Inc. | 0.20% | No change | 63,162 | $2.0M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +7.3% | 61,745 | $1.9M |
| Clearbridge Investments, LLC | 0.00% | Reduce -2.5% | 62,182 | $1.9M |
| AQR Capital Management | 0.00% | Add +17.2% | 62,041 | $1.9M |
| Stronghold Wealth Management L.L.C. | 2.83% | — | 61,852 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Add +8.5% | 61,807 | $1.9M |
| Ibex Wealth Advisors | 0.19% | Reduce -8.2% | 61,667 | $1.9M |
| Farrell Financial LLC | 1.12% | Add +0.4% | 61,589 | $1.9M |
| Moran Wealth Management, LLC | 0.06% | Add +16.4% | 61,243 | $1.9M |
| Creegan & Nassoura Financial Group, LLC | 1.22% | Add +3.7% | 60,692 | $1.9M |
| Sei Investments Co. | 0.00% | Add +136.6% | 60,503 | $1.9M |
| Harbour Investments, Inc. | 0.04% | Add +13.1% | 60,062 | $1.9M |
| HSBC Holdings PLC | 0.00% | New | 60,029 | $1.9M |
| Hohimer Wealth Management, LLC | 0.25% | Reduce -9.6% | 59,029 | $1.8M |
| Sound View Wealth Advisors Group, LLC | 0.12% | Reduce -7.6% | 58,295 | $1.8M |
| HFG Advisors, Inc. | 1.29% | Reduce -4.3% | 57,374 | $1.8M |
| Calton & Associates, Inc. | 0.26% | Add +1.3% | 57,301 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -5.9% | 55,143 | $1.8M |
| McRae Capital Management Inc. | 0.36% | Reduce -4.1% | 56,511 | $1.7M |
| Powell Investment Advisors, LLC | 0.60% | Add +2.5% | 56,407 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +10.0% | 55,794 | $1.7M |
| RFG Advisory, LLC | 0.03% | Reduce -51.0% | 55,694 | $1.7M |
| SOL Capital Management CO | 0.15% | Reduce -0.5% | 55,685 | $1.7M |
| TRUE Private Wealth Advisors | 0.17% | Reduce -6.2% | 55,312 | $1.7M |
| Principal Securities, Inc. | 0.03% | Add +7.5% | 54,457 | $1.7M |
| Proficio Capital Partners LLC | 0.12% | New | 54,205 | $1.7M |
| Donaldson Capital Management, LLC | 0.05% | Reduce -5.8% | 54,177 | $1.7M |
| Sowa Financial Group, Inc. | 0.87% | Reduce -4.5% | 54,049 | $1.7M |
| Arista Wealth Management, LLC | 0.21% | Reduce -12.5% | 53,996 | $1.7M |
| Midwest Trust Co | 0.02% | Add +39.3% | 53,395 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.3% | 53,379 | $1.7M |
| Graetz Wealth LLC | 1.48% | — | 52,427 | $1.6M |
| Bath Savings Trust Co | 0.16% | Add +1.4% | 52,324 | $1.6M |
| Noesis Capital Mangement Corp. | 0.23% | Add +4.8% | 51,987 | $1.6M |
| Providence First Trust Co | 0.55% | Add +47.3% | 51,535 | $1.6M |
| SS&H Financial Advisors, Inc. | 0.46% | Add +34.9% | 51,425 | $1.6M |
| Atlas Private Wealth Advisors | 0.37% | Reduce -3.1% | 51,417 | $1.6M |
| Crabel Capital Management, LLC | 1.20% | Reduce -54.1% | 51,402 | $1.6M |
| First Commonwealth Financial Corp | 0.26% | No change | 51,045 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -14.6% | 50,981 | $1.6M |
| Ariadne Wealth Management, LP | 0.65% | Reduce -7.5% | 49,850 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.56% | Reduce -8.0% | 50,481 | $1.6M |
| Mathes Company, Inc. | 0.56% | Add +11.5% | 50,350 | $1.6M |
| Palogic Value Management, L.P. | 0.67% | No change | 50,293 | $1.6M |
| Carson Advisory Inc. | 0.81% | Reduce -4.4% | 50,150 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -24.3% | 50,131 | $1.6M |
| Tudor Financial Inc. | 0.79% | Add +1.6% | 49,966 | $1.5M |
| Shufro Rose & Co. LLC | 0.10% | Add +2.6% | 49,635 | $1.5M |
| Blair William & Co. | 0.00% | Add +3.6% | 49,357 | $1.5M |
| Somerset Trust Co | 0.46% | Add +1.0% | 49,083 | $1.5M |
| Whitener Capital Management, Inc. | 0.34% | Add +14.0% | 48,848 | $1.5M |
| Fogel Capital Management, Inc. | 0.70% | No change | 48,730 | $1.5M |
| IFP Advisors, Inc | 0.03% | Reduce -13.5% | 48,495 | $1.5M |
| Sunbeam Capital Management, LLC | 0.89% | Add +49.4% | 48,425 | $1.5M |
| Arcataur Capital Management LLC | 0.43% | Reduce -1.7% | 48,102 | $1.5M |
| Matrix Private Capital Group LLC | 0.76% | Reduce -27.2% | 48,087 | $1.5M |
| Aviance Capital Partners, LLC | 0.17% | Add +1.1% | 47,729 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +6.3% | 47,688 | $1.5M |
| Fortis Group Advisors, LLC | 0.25% | Reduce -1.5% | 46,486 | $1.5M |
| Jacobi Capital Management LLC | 0.09% | Add +5.0% | 47,427 | $1.5M |
| Renaissance Technologies | 0.00% | New | 47,224 | $1.5M |
| Brave Asset Management Inc. | 0.34% | Reduce -6.3% | 47,168 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.7% | 46,793 | $1.4M |
| FC Advisory LLC | 0.42% | Add +1.4% | 46,756 | $1.4M |
| Cannon Wealth Management Services, LLC | 1.02% | Reduce -18.5% | 46,514 | $1.4M |
| Cadent Capital Advisors, LLC | 0.38% | Reduce -25.4% | 46,112 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +3.1% | 57,079 | $1.4M |
| Cordgrass Capital Advisors, LLC | 0.34% | Reduce -0.3% | 45,827 | $1.4M |
| Aventus Investment Advisors, Inc. | 1.15% | Add +4.5% | 45,631 | $1.4M |
| Keynote Financial Services LLC | 0.80% | Add +160.9% | 45,620 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +0.3% | 45,466 | $1.4M |
| Cornerstone Advisors Asset Management, LLC | 0.23% | Add +5.4% | 45,210 | $1.4M |
| Quadrature Capital Ltd | 0.01% | Reduce -40.3% | 45,037 | $1.4M |
| Brown Brothers Harriman & Co. | 0.01% | Add +4154.2% | 44,669 | $1.4M |
| Lanark Financial, Inc. | 0.10% | Reduce -14.1% | 44,428 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -22.1% | 44,133 | $1.4M |
| Charles Schwab Trust Co | 0.09% | Add +5.4% | 44,018 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -2.3% | 43,846 | $1.4M |
| First National Trust Co | 0.05% | Add +1.8% | 43,704 | $1.4M |
| IFG Advisory, LLC | 0.06% | Reduce -7.4% | 43,630 | $1.4M |
| William John Sempolinski | 0.66% | — | 43,630 | $1.4M |
| Essex Financial Services, Inc. | 0.08% | Reduce -4.2% | 43,260 | $1.3M |
| SVB Wealth LLC | 0.08% | Reduce -33.5% | 43,165 | $1.3M |
| City Holding Co. | 0.16% | Reduce -3.7% | 42,840 | $1.3M |
| Asset Advisory Group, Inc. | 0.66% | — | 42,358 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +37.9% | 42,016 | $1.3M |
| ForthRight Wealth Management, LLC | 0.37% | Reduce -33.3% | 41,569 | $1.3M |
| World Investment Advisors | 0.02% | Add +33.2% | 41,467 | $1.3M |
| Focus Financial Network, Inc. | 0.04% | Reduce -4.1% | 41,224 | $1.3M |
| Coordinated Financial Services, Inc. | 0.74% | Add +80.3% | 41,066 | $1.3M |
| Vines Capital Management, LLC | 1.23% | — | 40,837 | $1.3M |
| Chesapeake Capital Corp. | 1.05% | Reduce -51.3% | 40,663 | $1.3M |
| Tidal Investments LLC | 0.01% | Reduce -51.3% | 40,663 | $1.3M |
| Alpha Financial Partners LLC | 0.77% | New | 40,488 | $1.3M |
| Financial Insights, Inc. | 0.42% | Reduce -26.1% | 40,366 | $1.2M |
| Yorktown Management & Research Co Inc | 0.99% | Reduce -38.5% | 40,000 | $1.2M |
| Balanced Wealth Group LLC | 0.45% | Reduce -10.3% | 38,987 | $1.2M |
| Etesian Wealth Advisors, Inc. | 0.39% | Reduce -9.0% | 39,839 | $1.2M |
| Northwest Bancshares, Inc. | 0.24% | Reduce -1.2% | 39,735 | $1.2M |
| Pettyjohn, Wood & White, Inc. | 0.19% | Reduce -10.1% | 39,604 | $1.2M |
| StoneX Group Inc. | 0.05% | Add +53.7% | 39,531 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +9.4% | 39,270 | $1.2M |
| GTS Securities LLC | 0.04% | New | 38,660 | $1.2M |
| Montecito Bank & Trust | 0.19% | Reduce -2.5% | 38,644 | $1.2M |
| Money Concepts Capital Corp. | 0.07% | Reduce -13.2% | 38,430 | $1.2M |
| Laurel Oak Wealth Management, LLC | 0.20% | — | 38,200 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.9% | 37,780 | $1.2M |
| Thrive Capital Management, LLC | 0.26% | Reduce -16.9% | 37,774 | $1.2M |
| Invenio Wealth Partners LLC | 0.43% | Add +0.1% | 37,774 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Add +106.8% | 37,735 | $1.2M |
| PFG Investments, LLC | 0.05% | Add +10.2% | 37,365 | $1.2M |
| Primoris Wealth Advisors, LLC | 0.69% | Add +0.4% | 37,046 | $1.1M |
| Texas Bank & Trust Co | 0.42% | Add +0.1% | 36,902 | $1.1M |
| Harbor Advisory Corp. | 0.35% | Reduce -11.4% | 36,886 | $1.1M |
| New England Private Wealth Advisors LLC | 0.14% | Add +0.6% | 36,737 | $1.1M |
| Bank of Marin | 0.78% | Add +6.3% | 36,377 | $1.1M |
| Headlands Technologies LLC | 0.09% | New | 36,372 | $1.1M |
| PFG Advisors | 0.05% | Reduce -37.9% | 35,896 | $1.1M |
| Rockingstone Advisors LLC | 0.50% | Add +1.5% | 35,762 | $1.1M |
| Falcon Wealth Planning | 0.09% | Reduce -7.6% | 35,229 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +24.3% | 35,084 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +38.0% | 34,863 | $1.1M |
| CMG Global Holdings, LLC | 0.48% | Reduce -13.8% | 34,196 | $1.1M |
| North Forty Two & Co. | 1.01% | Reduce -6.0% | 34,626 | $1.1M |
| CGN Advisors LLC | 0.08% | Add +9.7% | 34,621 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -6.7% | 34,465 | $1.1M |
| Lodestar Private Asset Management LLC | 0.11% | Add +6.2% | 34,402 | $1.1M |
| Accel Wealth Management | 0.29% | Reduce -13.8% | 34,200 | $1.1M |
| Xcelsior Advisor Partners LLC | 0.51% | — | 34,061 | $1.1M |
| HCR Wealth Advisors | 0.10% | Reduce -11.8% | 34,007 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +7.7% | 33,976 | $1.1M |
| Romano Brothers and Company | 0.12% | Reduce -0.6% | 33,871 | $1.0M |
| Ipswich Investment Management Co., Inc. | 0.24% | No change | 33,864 | $1.0M |
| Realta Investment Advisors | 0.34% | Reduce -1.2% | 33,188 | $1.0M |
| Provenance Wealth Advisors, LLC | 0.11% | Add +4.5% | 33,168 | $1.0M |
| Bowie Capital Management, LLC | 0.04% | Add +32.0% | 33,000 | $1.0M |
| Orcam Financial Group | 0.76% | Reduce -2.3% | 32,917 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Add +15.8% | 32,888 | $1.0M |
| Rosenberg Matthew Hamilton | 0.21% | Add +0.6% | 32,838 | $1.0M |
| King Wealth Management Group | 0.12% | Reduce -4.4% | 32,760 | $1.0M |
| Wesbanco Bank Inc. | 0.03% | Reduce -3.4% | 32,647 | $1.0M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -34.2% | 32,530 | $1.0M |
| Howard Wealth Management, LLC | 0.44% | Reduce -7.9% | 32,294 | $1000K |
| Culbertson A N & Co. Inc. | 0.14% | Reduce -0.9% | 32,292 | $1000K |
| Northstar Advisory Group, LLC | 0.35% | Reduce -2.5% | 32,240 | $998K |
| Signature Equity Partners, LLC | 0.55% | — | 32,182 | $996K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -2.3% | 32,178 | $996K |
| Old Mission Capital LLC | 0.04% | Reduce -23.2% | 32,100 | $994K |
| Prairiewood Capital, LLC | 0.31% | Add +13.5% | 32,059 | $993K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -4.8% | 32,036 | $992K |
| Calamos Wealth Management LLC | 0.03% | Add +173.0% | 31,992 | $990K |
| Telos Capital Management, Inc. | 0.09% | Add +1.2% | 31,915 | $988K |
| LOM Asset Management Ltd | 0.28% | Add +37.8% | 31,680 | $981K |
| Seamount Financial Group Inc. | 0.44% | Add +23.4% | 31,589 | $978K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +60.9% | 31,433 | $973K |
| V2 Financial group LLC | 0.48% | Add +42.8% | 31,421 | $973K |
| Woodmont Investment Counsel LLC | 0.06% | Add +80.8% | 31,404 | $972K |
| Haverford Trust Co | 0.01% | Add +7.3% | 31,273 | $968K |
| Private Client Services, LLC | 0.30% | Add +1.7% | 31,248 | $967K |
| Boston Research & Management Inc. | 0.22% | Add +123.4% | 31,159 | $965K |
| Cassady Wealth & Retirement Planning, LLC | 0.63% | — | 31,040 | $961K |
| Jane Street Group, LLC | 0.00% | Add +137.4% | 30,752 | $952K |
| Whalen Wealth Management Inc. | 0.51% | New | 30,649 | $949K |
| SageView Advisory Group, LLC | 0.03% | Reduce -43.3% | 30,630 | $948K |
| Colony Family Offices, LLC | 0.24% | Add +35.8% | 30,565 | $946K |
| Rik Saylor Financial, Inc. | 0.69% | Reduce -4.5% | 30,555 | $946K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Reduce -29.6% | 30,376 | $940K |
| Citizens Financial Group Inc. | 0.01% | Reduce -56.2% | 30,358 | $940K |
| Ethos Financial Group, LLC | 0.07% | Add +16.6% | 30,267 | $937K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -21.4% | 30,261 | $937K |
| Mezzasalma Advisors, LLC | 0.22% | Add +88.4% | 29,778 | $931K |
| Grandview Asset Management LLC | 0.26% | Reduce -10.5% | 30,044 | $930K |
| Belpointe Asset Management LLC | 0.03% | Add +62.3% | 29,951 | $927K |
| Private Trust Co. NA | 0.08% | Reduce -2.2% | 29,432 | $911K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.2% | 29,414 | $911K |
| Investment Advisory Group, LLC | 0.23% | Add +0.1% | 29,145 | $902K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -0.2% | 29,137 | $902K |
| Brooks, Moore & Associates, Inc. | 0.44% | New | 29,100 | $901K |
| GWN Securities Inc. | 0.18% | Add +13.6% | 28,828 | $893K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.8% | 28,769 | $891K |
| Nicolet Advisory Services, LLC | 0.06% | Add +1.3% | 28,164 | $891K |
| Sage Investment Advisers LLC | 0.66% | — | 28,578 | $885K |
| Spire Wealth Management | 0.03% | Reduce -41.3% | 28,492 | $882K |
| Sage Rhino Capital LLC | 0.17% | Add +3.4% | 28,388 | $879K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.17% | Add +48.8% | 28,131 | $871K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -9.4% | 28,104 | $870K |
| KOM Wealth Management Group, LLC | 0.62% | Add +12.3% | 28,102 | $870K |
| Fiduciary Alliance LLC | 0.06% | Add +18.8% | 28,093 | $870K |
| William Howard & Co Financial Advisors Inc | 0.73% | Add +1.2% | 28,092 | $870K |
| Atlantic Union Bankshares Corp | 0.02% | Add +19.2% | 27,933 | $865K |
| Advyzon Investment Management, LLC | 0.10% | Add +8.1% | 27,518 | $852K |
| Prospect Financial Services LLC | 0.49% | Reduce -14.5% | 27,501 | $851K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -1.5% | 27,479 | $851K |
| Bellecapital International Ltd. | 0.15% | No change | 27,000 | $836K |
| Caldwell Trust Co | 0.07% | Reduce -5.2% | 26,937 | $834K |
| Kane Co Wealth Management, Inc. | 0.73% | — | 26,803 | $830K |
| North Star Investment Management Corp. | 0.05% | Add +2.1% | 26,719 | $827K |
| Whittier Trust Co. | 0.01% | Reduce -17.0% | 26,158 | $823K |
| Canandaigua National Trust Co of Florida | 0.51% | Add +7.3% | 26,389 | $817K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -1.8% | 26,163 | $810K |
| Valtrion Capital Management, LLC | 0.80% | Add +14.7% | 26,071 | $807K |
| McAdam, LLC | 0.04% | Reduce -4.2% | 25,909 | $802K |
| Resurgent Financial Advisors LLC | 0.40% | Add +21.2% | 25,882 | $801K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.6% | 25,848 | $800K |
| LongView Wealth Management | 0.19% | Reduce -0.9% | 25,147 | $795K |
| Red Spruce Capital, LLC | 0.32% | Add +19.5% | 25,677 | $795K |
| Palisade Capital Management, LP | 0.03% | No change | 25,500 | $789K |
| Vigilare Wealth Management | 0.27% | Reduce -13.8% | 25,494 | $789K |
| Bank of New York Mellon Corp | 0.00% | Add +91.4% | 25,448 | $788K |
| Transatlantique Private Wealth LLC | 0.25% | Reduce -30.3% | 25,437 | $788K |
| Independence Bank of Kentucky | 0.10% | Reduce -12.1% | 25,219 | $781K |
| Mindset Wealth Management, LLC | 0.20% | New | 25,065 | $776K |
| WealthTrust Asset Management, LLC | 0.54% | Add +2.9% | 25,036 | $775K |
| Boyd Watterson Asset Management LLC | 0.22% | No change | 24,961 | $773K |
| Mma Asset Management LLC | 0.27% | Add +4.1% | 24,903 | $771K |
| Wealthcare Capital Partners, LLC | 0.36% | Add +34.0% | 24,881 | $770K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.4% | 24,805 | $768K |
| O'ROURKE & COMPANY, Inc | 0.29% | Add +7.2% | 24,274 | $752K |
| Choreo, LLC | 0.01% | Reduce -13.9% | 24,121 | $749K |
| Neuberger Berman Group LLC | 0.00% | Add +4.1% | 24,090 | $746K |
| Oak Family Advisors, LLC | 0.23% | Reduce -82.3% | 24,008 | $743K |
| Capital Fund Management S.A. | 0.01% | Reduce -7.7% | 23,844 | $738K |
| Aire Advisors, LLC | 0.13% | Add +0.8% | 23,683 | $733K |
| Busey Bank | 0.02% | Reduce -2.5% | 23,575 | $730K |
| Invst, LLC | 0.08% | Reduce -0.3% | 23,453 | $726K |
| Integris Wealth Management, LLC | 0.16% | Add +2.1% | 23,056 | $714K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.6% | 23,028 | $713K |
| Jefferies Financial Group Inc. | 0.01% | Add +4.6% | 22,860 | $708K |
| Verity Asset Management, Inc. | 0.30% | Reduce -47.4% | 22,854 | $708K |
| Activest Wealth Management | 0.13% | Add +702.0% | 22,849 | $707K |
| Ieq Capital, LLC | 0.00% | No change | 22,789 | $706K |
| CoreCap Advisors, LLC | 0.02% | Reduce -31.4% | 22,676 | $702K |
| Penobscot Investment Management Company, Inc. | 0.05% | Add +12.4% | 22,650 | $701K |
| Breachway Investments LLC | 0.74% | — | 22,604 | $700K |
| Alpha Omega Wealth Management LLC | 0.12% | Add +1.5% | 22,553 | $698K |
| Cornerstone Capital, Inc. | 0.07% | Reduce -0.8% | 22,490 | $696K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -2.4% | 22,291 | $690K |
| Portfolio Strategies, Inc. | 0.08% | Add +7.3% | 22,180 | $687K |
| City State Bank | 0.19% | Add +4.7% | 22,165 | $686K |
| Hillsdale Investment Management Inc. | 0.02% | Add +51.6% | 22,110 | $685K |
| Sonata Capital Group Inc. | 0.24% | Add +0.2% | 21,661 | $671K |
| Strategic Financial Partners, Ltd. | 0.29% | Reduce -0.9% | 21,608 | $669K |
| IHT Wealth Management, LLC | 0.02% | Add +5.8% | 21,603 | $669K |
| AE Wealth Management LLC | 0.00% | Add +33.6% | 21,591 | $668K |
| Pennsylvania Capital Management Inc. | 0.18% | No change | 21,590 | $668K |
| FWL Investment Management, LLC | 0.16% | Add +19.6% | 21,525 | $666K |
| KG Capital Management | 0.17% | Add +7.0% | 21,234 | $657K |
| Sincerus Advisory, LLC | 0.53% | Reduce -1.2% | 21,144 | $655K |
| Princeton Capital Management LLC | 0.17% | Add +13.1% | 21,119 | $654K |
| Fca Corp. | 0.18% | Add +3.5% | 21,005 | $650K |
| American Capital Advisory, LLC | 0.28% | Reduce -3.8% | 20,996 | $650K |
| Asset Allocation & Management Company, LLC | 0.26% | No change | 21,000 | $650K |
| R.H. Investment Group, LLC | 0.54% | No change | 20,900 | $647K |
| Carret Asset Management, LLC | 0.06% | Add +1.0% | 20,893 | $647K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.3% | 20,891 | $647K |
| Global Trust Wealth Management LLC | 0.48% | — | 20,835 | $645K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +24.8% | 20,827 | $645K |
| Gen-Wealth Partners Inc | 0.21% | Add +16.7% | 20,727 | $642K |
| KCM Investment Advisors LLC | 0.02% | Add +1.6% | 20,374 | $631K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -1.3% | 20,234 | $626K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -5.3% | 20,171 | $624K |
| Dover Advisors, LLC | 0.24% | Reduce -0.1% | 20,147 | $624K |
| Texas Yale Capital Corp. | 0.02% | No change | 20,131 | $623K |
| Fortitude Family Office, LLC | 0.15% | Add +50.5% | 20,114 | $623K |
| Richwood Investment Advisors, LLC | 0.45% | Reduce -3.0% | 19,774 | $622K |
| Melfa Wealth Management, Inc. | 0.36% | Add +0.0% | 20,042 | $620K |
| Sigma Planning Corp | 0.02% | Reduce -1.0% | 19,947 | $618K |
| Clientfirst Wealth Management, LLC | 0.50% | Reduce -6.6% | 19,944 | $617K |
| Guidance Point Advisors, LLC | 0.15% | Reduce -32.5% | 19,782 | $613K |
| MSH Capital Advisors LLC | 0.13% | Add +3.1% | 19,677 | $609K |
| Ehrlich Financial Group | 0.34% | Add +13.1% | 19,398 | $601K |
| Alongside, LLC | 0.20% | — | 19,233 | $595K |
| Cardiff Park Advisors, LLC | 0.05% | Add +1.9% | 19,080 | $591K |
| Bcwm, LLC | 0.18% | Add +0.3% | 18,928 | $586K |
| Oakmont Advisory Group, LLC | 0.62% | — | 18,745 | $580K |
| Forteris Wealth Management Inc. | 0.57% | — | 18,740 | $580K |
| Everstar Asset Management, LLC | 0.31% | No change | 18,688 | $579K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 18,612 | $576K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | Add +10.1% | 18,600 | $576K |
| Tiller Private Wealth, Inc. | 0.20% | Add +28.5% | 18,328 | $567K |
| Northern Trust Corp. | 0.00% | Reduce -19.0% | 18,161 | $562K |
| Moneco Advisors, LLC | 0.04% | Reduce -0.3% | 18,118 | $561K |
| First Manhattan Co. Llc. | 0.00% | Add +2.0% | 18,095 | $560K |
| Western Wealth Management, LLC | 0.03% | Add +23.6% | 17,992 | $557K |
| VERITY Wealth Advisors | 0.34% | No change | 17,878 | $554K |
| Tempus Wealth Planning, LLC | 0.13% | Reduce -78.7% | 17,734 | $549K |
| Pacific Center for Financial Services | 0.14% | No change | 17,363 | $549K |
| Staley Capital Advisers Inc. | 0.02% | No change | 17,500 | $542K |
| Tred Avon Family Wealth, LLC | 0.18% | No change | 17,435 | $540K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -12.7% | 17,057 | $540K |
| Wharton Business Group, LLC | 0.02% | No change | 17,335 | $537K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -21.1% | 17,297 | $536K |
| Two Sigma Securities, LLC | 0.07% | Reduce -37.8% | 17,271 | $535K |
| Unify Financial Advisors | 0.56% | — | 17,256 | $534K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -2.4% | 17,246 | $534K |
| JT Stratford LLC | 0.07% | Reduce -84.6% | 17,210 | $533K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -14.4% | 17,107 | $530K |
| TPG Advisors LLC | 0.33% | Add +36.4% | 17,052 | $528K |
| NewEdge Wealth, LLC | 0.01% | Add +9.3% | 17,034 | $527K |
| Summit Wealth Partners, LLC | 0.10% | Reduce -7.6% | 16,723 | $518K |
| Tudor Investment Corporation | 0.00% | Reduce -14.1% | 16,666 | $516K |
| Prudent Man Advisors, LLC | 0.19% | Add +2.5% | 16,620 | $515K |
| Arax Advisory Partners | 0.01% | New | 16,532 | $512K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +9.5% | 16,200 | $509K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +1.9% | 16,300 | $505K |
| CRA Financial Services, LLC | 0.07% | Add +11.2% | 16,269 | $504K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 16,100 | $498K |
| Bar Harbor Wealth Management | 0.03% | Add +13.5% | 16,087 | $498K |
| Keystone Financial Group | 0.04% | Reduce -9.7% | 16,047 | $497K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Add +1.0% | 16,010 | $496K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -8.7% | 16,002 | $495K |
| Novare Capital Management LLC | 0.04% | New | 15,987 | $495K |
| Clearstead Advisors, LLC | 0.01% | Add +398.6% | 15,921 | $493K |
| Bank of Nova Scotia | 0.00% | No change | 15,900 | $492K |
| Integrity Alliance, Llc. | 0.02% | Reduce -11.3% | 15,824 | $490K |
| Signal Advisors Wealth, LLC | 0.04% | New | 15,822 | $490K |
| Delta Capital Management LLC | 0.28% | No change | 15,790 | $489K |
| EFG International AG | 0.01% | — | 15,739 | $487K |
| Glenmede Trust Co. NA | 0.00% | — | 15,719 | $487K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -20.6% | 15,420 | $485K |
| Brick & Kyle, Associates | 0.17% | Reduce -5.3% | 15,586 | $483K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -4.9% | 15,592 | $483K |
| Investment Planning Advisors, Inc. | 0.14% | Reduce -20.2% | 15,592 | $483K |
| Entelevest, LLC | 0.50% | — | 15,576 | $482K |
| Evergreen Capital Management LLC | 0.01% | No change | 15,552 | $481K |
| Formulate Financial LLC | 0.56% | Reduce -5.9% | 15,395 | $477K |
| Dynamic Wealth Strategies, LLC | 0.28% | Reduce -41.6% | 15,359 | $476K |
| FWG Holdings, LLC | 0.18% | Add +24.4% | 14,940 | $473K |
| One Capital Management, LLC | 0.01% | Reduce -2.1% | 15,253 | $472K |
| Kiley Juergens Wealth Management, LLC | 0.10% | Add +49.3% | 15,137 | $469K |
| Hilltop Holdings Inc. | 0.03% | Reduce -73.9% | 15,018 | $465K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -69.6% | 15,013 | $465K |
| Beck Bode, LLC | 0.08% | Reduce -0.9% | 14,991 | $464K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Reduce -0.4% | 14,968 | $463K |
| Sage Capital Management, LLC | 0.21% | Reduce -14.9% | 14,853 | $460K |
| UMB Bank, n.a. | 0.01% | Add +2.8% | 14,743 | $456K |
| Sweeney & Michel, LLC | 0.13% | Add +1.4% | 14,339 | $453K |
| Boreal Capital Management LLC | 0.41% | Reduce -71.4% | 14,597 | $452K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -4.4% | 14,338 | $444K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -0.2% | 14,306 | $443K |
| Capital Advisors Wealth Management, LLC | 0.06% | Reduce -36.9% | 14,284 | $442K |
| Eclectic Associates Inc. | 0.07% | Add +5.4% | 14,283 | $442K |
| Valmark Advisers, Inc. | 0.01% | Reduce -12.4% | 14,223 | $440K |
| Klingman & Associates, LLC | 0.02% | No change | 14,217 | $440K |
| Instrumental Wealth, LLC | 0.26% | Add +2.1% | 13,883 | $439K |
| Naples Global Advisors, LLC | 0.03% | Add +111.5% | 14,160 | $438K |
| Principle Wealth Partners LLC | 0.02% | Reduce -0.1% | 14,157 | $438K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -6.7% | 14,137 | $438K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 14,064 | $435K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -5.0% | 14,047 | $435K |
| Quantinno Capital Management LP | 0.00% | Add +60.1% | 14,036 | $435K |
| Detalus Advisors, LLC | 0.11% | No change | 14,009 | $434K |
| Measured Wealth Private Client Group, LLC | 0.11% | Add +6.0% | 14,005 | $434K |
| National Philanthropic Trust | 0.00% | No change | 14,000 | $433K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 13,972 | $433K |
| Am Investment Strategies LLC | 0.09% | Add +1.0% | 13,906 | $431K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -5.4% | 13,903 | $430K |
| Rialto Wealth Management, LLC | 0.10% | Add +1.9% | 13,762 | $426K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 13,700 | $424K |
| AlphaCentric Advisors LLC | 0.42% | — | 13,689 | $424K |
| Banta Asset Management LP | 0.38% | — | 13,590 | $421K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +4.2% | 13,574 | $420K |
| Gallacher Capital Management LLC | 0.16% | New | 13,534 | $419K |
| JPMorgan Chase & Co. | 0.00% | Add +24.8% | 13,459 | $417K |
| Park Edge Advisors, LLC | 0.09% | Add +1.4% | 13,295 | $412K |
| Objective Capital Management, LLC | 0.42% | Reduce -2.3% | 13,183 | $408K |
| Cibc World Market Inc. | 0.00% | Reduce -28.8% | 13,135 | $407K |
| Balefire, LLC | 0.08% | Add +2.6% | 13,108 | $406K |
| Magnolia Capital Advisors LLC | 0.08% | Reduce -0.2% | 13,030 | $403K |
| LJI Wealth Management, LLC | 0.06% | No change | 12,970 | $402K |
| Wealth Dimensions Group, Ltd. | 0.08% | Add +5.9% | 12,930 | $400K |
| Hexagon Capital Partners LLC | 0.07% | Reduce -0.6% | 12,924 | $400K |
| Summit Trail Advisors, LLC | 0.01% | Add +63.3% | 12,900 | $399K |
| Argyle Capital Partners, LLC | 0.29% | Reduce -31.4% | 12,885 | $399K |
| MGB Wealth Management, LLC | 0.11% | Reduce -1.6% | 12,773 | $395K |
| FineMark National Bank & Trust | 0.01% | Reduce -11.9% | 12,773 | $395K |
| First Nebraska Trust Co | 0.04% | Add +5.8% | 12,710 | $394K |
| Ranch Capital Advisors Inc. | 0.14% | Add +1.6% | 12,651 | $392K |
| Smith, Moore & Co. | 0.03% | Add +0.2% | 12,637 | $391K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +16.4% | 12,613 | $390K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | Add +2.7% | 12,557 | $389K |
| Schmidt P J Investment Management Inc. | 0.06% | No change | 12,555 | $389K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 12,500 | $387K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +44.0% | 12,474 | $386K |
| Legacy Wealth Partners, LLC | 0.10% | — | 12,471 | $386K |
| Kickstand Ventures, Llc. | 0.08% | Add +4.8% | 12,428 | $385K |
| Simplicity Wealth,LLC | 0.02% | Reduce -55.0% | 12,398 | $384K |
| Coastwise Capital Group, LLC | 0.20% | Add +12.5% | 12,397 | $384K |
| Beacon Financial Group | 0.04% | Reduce -1.0% | 12,354 | $382K |
| United Bank | 0.05% | No change | 12,313 | $381K |
| Register Financial Advisors LLC | 0.15% | Reduce -5.1% | 12,300 | $381K |
| Patten & Patten Inc. | 0.02% | Reduce -15.5% | 12,256 | $379K |
| First National Bank of Omaha | 0.01% | New | 12,188 | $379K |
| Petix & Botte Co | 0.09% | Reduce -9.8% | 12,192 | $377K |
| M&T Bank Corp | 0.00% | Add +6.1% | 12,175 | $377K |
| TFB Advisors LLC | 0.11% | Reduce -2.9% | 12,164 | $377K |
| Segall Bryant & Hamill, LLC | 0.01% | New | 12,102 | $375K |
| Modera Wealth Management, LLC | 0.00% | Reduce -25.3% | 12,084 | $374K |
| John Boyer, Inc. | 0.38% | Reduce -13.1% | 12,071 | $374K |
| First Heartland Consultants, Inc. | 0.03% | Add +1.4% | 12,068 | $374K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +16.5% | 12,070 | $373K |
| Cunning Capital Partners, LP | 0.17% | Add +14.3% | 12,000 | $372K |
| Austin Wealth Management, LLC | 0.05% | Add +58.5% | 11,847 | $372K |
| GPS Wealth Strategies Group, LLC | 0.32% | Reduce -11.9% | 11,977 | $371K |
| Wulff, Hansen & Co. | 0.31% | Reduce -1.6% | 11,800 | $365K |
| Easterly Investment Partners LLC | 0.02% | No change | 11,791 | $365K |
| FMR LLC | 0.00% | Reduce -2.1% | 11,642 | $360K |
| Ames National Corp. | 0.21% | Reduce -28.8% | 11,625 | $360K |
| Avior Wealth Management, LLC | 0.01% | Reduce -33.4% | 11,606 | $359K |
| NWF Advisory Services Inc. | 0.04% | Add +0.3% | 11,579 | $358K |
| TD Capital Management LLC | 0.03% | Reduce -2.2% | 11,574 | $358K |
| Indivisible Partners | 0.04% | — | 11,517 | $357K |
| Pallas Capital Advisors LLC | 0.01% | No change | 11,410 | $353K |
| Dodds Wealth, LLC | 0.09% | Add +1.9% | 11,331 | $351K |
| Afg Fiduciary Services Limited Partnership | 0.21% | Add +1.8% | 11,144 | $348K |
| Titleist Asset Management, LLC | 0.03% | Add +6.2% | 11,240 | $348K |
| Compound Planning, Inc. | 0.01% | Add +10.0% | 11,210 | $347K |
| Haven Private, LLC | 0.15% | No change | 11,200 | $347K |
| Bokf, NA | 0.01% | Reduce -15.3% | 11,114 | $344K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 11,103 | $344K |
| Stone Summit Wealth LLC | 0.09% | Reduce -47.8% | 11,100 | $344K |
| Inspire Advisors, LLC | 0.03% | Add +7.7% | 11,038 | $342K |
| LBMC Investment Advisors, LLC | 0.02% | Reduce -9.4% | 11,006 | $341K |
| Norris Financial Group, LLC | 0.12% | No change | 11,000 | $341K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -29.6% | 10,876 | $337K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -35.1% | 10,826 | $335K |
| CENTRAL TRUST Co | 0.01% | Reduce -10.3% | 10,760 | $333K |
| SkyOak Wealth, LLC | 0.06% | Reduce -16.4% | 10,748 | $333K |
| Burney Co./ | 0.01% | Reduce -10.6% | 10,702 | $331K |
| Sawgrass Asset Management LLC | 0.04% | Reduce -32.5% | 10,684 | $331K |
| Robbins Farley | 0.15% | Add +310.0% | 10,677 | $331K |
| Fiduciary Trust Co | 0.00% | No change | 10,654 | $330K |
| Mission Wealth Management, LP | 0.01% | Reduce -29.6% | 10,643 | $330K |
| Avaii Wealth Management, LLC | 0.12% | Add +3.4% | 10,632 | $329K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Reduce -1.7% | 10,598 | $328K |
| Westfuller Advisors, LLC | 0.13% | Reduce -12.6% | 10,575 | $327K |
| Stirlingshire Investments, Inc. | 0.29% | — | 10,574 | $327K |
| Flagstar Securities, Inc. | 0.11% | Add +17.3% | 10,559 | $327K |
| Sfmg, LLC | 0.02% | Add +4.7% | 10,503 | $325K |
| Founders Financial Securities LLC | 0.02% | New | 10,356 | $321K |
| Advisors Management Group Inc. | 0.06% | Reduce -11.1% | 10,244 | $317K |
| Savvy Advisors, Inc. | 0.01% | New | 10,238 | $317K |
| Cypress Capital Group | 0.04% | Add +3.3% | 10,189 | $315K |
| Sound Income Strategies, LLC | 0.01% | Add +4.2% | 9,913 | $315K |
| Seelaus Asset Management LLC | 0.25% | Add +6.8% | 10,124 | $313K |
| Ironwood Financial, llc | 0.05% | Reduce -1.7% | 9,903 | $313K |
| ProVise Management Group, LLC | 0.02% | No change | 10,054 | $311K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -3.6% | 10,006 | $310K |
| Merrion Investment Management Co, LLC | 0.17% | No change | 10,000 | $310K |
| Coyle Financial Counsel LLC | 0.07% | No change | 10,000 | $310K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 10,000 | $310K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.4% | 9,991 | $309K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.5% | 9,982 | $309K |
| Stableford Capital II LLC | 0.11% | Reduce -14.9% | 9,877 | $306K |
| Continuum Advisory, LLC | 0.03% | Reduce -22.0% | 9,873 | $306K |
| Traub Capital Management LLC | 0.29% | Reduce -2.0% | 9,784 | $303K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Reduce -29.2% | 9,762 | $302K |
| Montag A & Associates Inc. | 0.01% | Reduce -30.3% | 9,716 | $301K |
| First Merchants Corp. | 0.01% | New | 9,705 | $300K |
| Crescent Grove Advisors, LLC | 0.03% | Add +9.7% | 9,646 | $299K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -13.8% | 9,564 | $296K |
| High Point Wealth Management, LLC | 0.28% | — | 9,558 | $296K |
| Columbia Advisory Partners LLC | 0.20% | Reduce -1.2% | 9,532 | $295K |
| Betterment LLC | 0.00% | Reduce -2.5% | 9,520 | $295K |
| Wellington Shields & Co., LLC | 0.07% | Add +24.1% | 9,525 | $295K |
| GenWealth Group, Inc. | 0.05% | No change | 9,342 | $294K |
| Sowell Financial Services LLC | 0.01% | Reduce -15.6% | 9,473 | $293K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -19.6% | 9,464 | $293K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -71.6% | 9,317 | $288K |
| Ancora Advisors LLC | 0.01% | Reduce -4.6% | 9,235 | $286K |
| Insight Wealth Partners, LLC | 0.12% | No change | 9,187 | $284K |
| HighPoint Advisor Group LLC | 0.01% | New | 9,174 | $284K |
| Asset One Wealth Management LLC | 0.04% | — | 8,996 | $283K |
| Proathlete Wealth Management LLC | 0.08% | No change | 9,110 | $282K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | New | 9,110 | $282K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 9,064 | $281K |
| Apollon Financial, LLC | 0.04% | No change | 9,000 | $279K |
| Quantum Financial Advisors, LLC | 0.03% | No change | 8,997 | $279K |
| Synergy Asset Management, LLC | 0.03% | Reduce -64.6% | 8,980 | $278K |
| McElhenny Sheffield Capital Management, LLC | 0.07% | New | 8,905 | $276K |
| Weaver Consulting Group | 0.07% | Reduce -3.3% | 8,884 | $275K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -15.3% | 8,861 | $274K |
| Norden Group LLC | 0.03% | No change | 8,839 | $274K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -9.6% | 8,828 | $273K |
| CFO4Life Group, LLC | 0.04% | Add +1.2% | 8,814 | $273K |
| Balboa Wealth Partners | 0.05% | Reduce -3.6% | 8,813 | $273K |
| MKT Advisors LLC | 0.09% | Reduce -3.3% | 8,700 | $273K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -33.1% | 8,762 | $271K |
| Reicon Wealth Advisors, LLC | 0.20% | — | 8,735 | $270K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 8,731 | $270K |
| Earned Wealth Advisors, LLC | 0.02% | New | 8,710 | $270K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 8,706 | $270K |
| Old North State Trust, LLC | 0.16% | Add +35.5% | 8,614 | $267K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 8,609 | $267K |
| Pines Wealth Management, LLC | 0.09% | Add +20.5% | 8,566 | $265K |
| Leigh Baldwin & Co., LLC | 0.17% | Reduce -2.7% | 8,555 | $265K |
| E&G Advisors, LLC | 0.06% | Reduce -6.6% | 8,484 | $263K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -5.8% | 8,476 | $262K |
| KFG Wealth Management, LLC | 0.03% | Reduce -15.7% | 8,423 | $261K |
| Steinberganna Wealth Management | 0.12% | Add +1.5% | 8,422 | $261K |
| Camarda Financial Advisors, LLC | 0.10% | Reduce -14.8% | 8,420 | $261K |
| Associated Banc-Corp | 0.01% | Reduce -18.9% | 8,404 | $260K |
| Ingalls & Snyder LLC | 0.01% | No change | 8,400 | $260K |
| Americana Partners, LLC | 0.01% | Reduce -9.3% | 8,305 | $257K |
| Wilson & Boucher Capital Management, LLC | 0.17% | No change | 8,300 | $257K |
| Investmark Advisory Group LLC | 0.11% | Reduce -9.0% | 8,297 | $257K |
| Wealth Effects LLC | 0.08% | Reduce -16.7% | 8,268 | $256K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.4% | 8,158 | $253K |
| Brasada Capital Management, LP | 0.04% | New | 8,069 | $252K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 8,000 | $248K |
| Fortis Capital Advisors, LLC | 0.04% | New | 7,948 | $246K |
| McDonald Partners LLC | 0.08% | No change | 7,935 | $246K |
| Fisher Asset Management | 0.00% | New | 7,911 | $245K |
| Winthrop Advisory Group LLC | 0.02% | No change | 7,795 | $241K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 7,761 | $240K |
| VestGen Advisors, LLC | 0.01% | Add +2.1% | 7,758 | $240K |
| Cfo Capital Management LLC | 0.18% | — | 7,755 | $240K |
| Bell Bank | 0.01% | No change | 7,697 | $238K |
| Flputnam Investment Management Co. | 0.00% | Reduce -10.6% | 7,658 | $237K |
| New Insight Wealth Advisors | 0.08% | No change | 7,645 | $237K |
| Wealth Management Associates, Inc. | 0.08% | No change | 7,643 | $237K |
| Midwest Financial Group LLC | 0.10% | No change | 7,640 | $237K |
| Cumberland Partners Ltd | 0.01% | Add +1.7% | 7,620 | $236K |
| C2C Wealth Management, LLC | 0.20% | No change | 7,593 | $235K |
| Olde Wealth Management, LLC | 0.07% | Reduce -0.1% | 7,496 | $232K |
| HF Advisory Group, LLC | 0.08% | Add +3.0% | 7,458 | $231K |
| Axis Wealth Partners, LLC | 0.13% | Reduce -0.6% | 7,434 | $230K |
| Ransom Advisory, Ltd | 0.09% | New | 7,400 | $229K |
| GFS Advisors, LLC | 0.03% | Add +2.8% | 7,400 | $229K |
| Moseley Investment Management Inc. | 0.07% | Reduce -11.5% | 7,398 | $229K |
| Latitude Advisors, LLC | 0.10% | Add +14.0% | 7,350 | $228K |
| Argentarii, LLC | 0.07% | New | 7,340 | $227K |
| Wealthstar Advisors, LLC | 0.12% | Reduce -0.6% | 7,330 | $227K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 7,319 | $227K |
| Laurel Wealth Advisors LLC | 0.03% | New | 7,290 | $226K |
| Symmetry Partners, LLC | 0.01% | Reduce -21.0% | 7,289 | $226K |
| Hancock Whitney Corp. | 0.00% | Reduce -25.1% | 7,280 | $225K |
| City Center Advisors, LLC | 0.21% | Reduce -32.7% | 7,222 | $224K |
| Lazari Capital Management, Inc. | 0.08% | Reduce -12.8% | 7,167 | $222K |
| Journey Advisory Group, LLC | 0.02% | Reduce -30.3% | 7,125 | $221K |
| Barrett & Company, Inc. | 0.07% | Add +0.3% | 7,123 | $221K |
| Arkfeld Wealth Strategies, L.L.C. | 0.08% | Reduce -5.2% | 7,013 | $220K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -59.7% | 7,092 | $220K |
| Finer Wealth Management, Inc. | 0.11% | Reduce -17.9% | 7,079 | $219K |
| Prota Financial, LLC | 0.16% | — | 7,044 | $218K |
| Sanders Morris Harris LLC | 0.34% | No change | 7,017 | $218K |
| Smithfield Trust Co | 0.01% | Reduce -22.9% | 6,855 | $217K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -62.0% | 6,962 | $216K |
| Interactive Financial Advisors, Inc. | 0.14% | Reduce -24.5% | 6,960 | $215K |
| Silverleafe Capital Partners, LLC | 0.06% | Add +1.1% | 6,953 | $215K |
| Triumph Capital Management | 0.05% | Reduce -1.4% | 6,950 | $215K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -40.8% | 6,874 | $213K |
| Oxbow Advisors, LLC | 0.02% | No change | 6,855 | $212K |
| Independent Advisor Alliance | 0.01% | New | 6,810 | $211K |
| Archer Investment Corp | 0.05% | Reduce -1.6% | 6,805 | $211K |
| Websterrogers Financial Advisors, LLC | 0.06% | Reduce -13.1% | 6,805 | $211K |
| Bison Wealth, LLC | 0.02% | Reduce -8.3% | 6,940 | $210K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 6,785 | $210K |
| Bensler, LLC | 0.02% | Reduce -13.4% | 6,771 | $210K |
| Sandbox Financial Partners, LLC | 0.06% | No change | 6,764 | $209K |
| OneAscent Financial Services LLC | 0.02% | Reduce -3.9% | 6,721 | $208K |
| Vise Technologies, Inc. | 0.00% | New | 6,709 | $208K |
| GAMMA Investing LLC | 0.01% | Reduce -32.8% | 6,698 | $207K |
| Rhodes Investment Advisors Inc. | 0.17% | — | 6,675 | $207K |
| Peak Retirement Planning, Inc. | 0.05% | New | 6,653 | $206K |
| Peak Wealth Management LLC | 0.17% | — | 6,652 | $206K |
| Venture Visionary Partners LLC | 0.01% | New | 6,651 | $206K |
| Keystone Wealth Services, LLC | 0.04% | Reduce -25.9% | 6,648 | $206K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -24.4% | 6,644 | $206K |
| Carl P. Sherr & Co., LLC | 0.09% | No change | 6,485 | $206K |
| Millennium Capital Advisors, LLC | 0.12% | No change | 6,632 | $205K |
| Clearwave Capital, LLC | 0.15% | — | 6,594 | $204K |
| Hegarty Advisors, LLC | 0.18% | — | 6,586 | $204K |
| Verdence Capital Advisors LLC | 0.01% | No change | 6,555 | $203K |
| Krilogy Financial LLC | 0.01% | New | 6,285 | $200K |
| Johnson Financial Group, Inc. | 0.01% | No change | 6,355 | $197K |
| Key Financial Inc | 0.04% | Reduce -12.8% | 6,225 | $193K |
| Godfrey Financial Associates, Inc. | 0.17% | — | 6,217 | $192K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 6,200 | $192K |
| First Horizon Corp. | 0.01% | Reduce -18.5% | 6,181 | $191K |
| WealthShield Partners, LLC | 0.02% | Add +0.8% | 6,144 | $190K |
| Colonial Trust Co / SC | 0.02% | Reduce -11.0% | 6,020 | $186K |
| New England Asset Management Inc. | 0.03% | No change | 6,000 | $186K |
| Wellington Shields Capital Management, LLC | 0.03% | Add +0.2% | 5,950 | $184K |
| Group One Trading LLC | 0.01% | Reduce -42.3% | 5,538 | $171K |
| American Wealth Advisors, LLC | 0.16% | Add +1.9% | 5,194 | $161K |
| MRP Capital Investments, LLC | 0.12% | Reduce -5.5% | 4,739 | $147K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -46.4% | 4,732 | $147K |
| Brown, Lisle/Cummings, Inc. | 0.04% | Reduce -14.0% | 4,674 | $145K |
| MCF Advisors LLC | 0.01% | No change | 4,648 | $144K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4,627 | $143K |
| Nvwm, LLC | 0.03% | No change | 4,491 | $139K |
| CX Institutional | 0.00% | Reduce -75.8% | 4,367 | $135K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +1.9% | 4,195 | $130K |
| Cherry Tree Wealth Management, LLC | 0.03% | Reduce -50.4% | 3,985 | $123K |
| LFA - Lugano Financial Advisors SA | 0.06% | Add +517.8% | 3,960 | $123K |
| Smartleaf Asset Management LLC | 0.00% | Add +47212.5% | 3,785 | $118K |
| Motiv8 Investments LLC | 0.06% | New | 3,600 | $111K |
| Union Savings Bank | 0.05% | — | 3,539 | $110K |
| Hamilton Point Investment Advisors, LLC | 0.02% | New | 3,464 | $107K |
| BankPlus Trust Department | 0.02% | No change | 3,000 | $93K |
| Signaturefd, LLC | 0.00% | No change | 2,972 | $92K |
| Albion Financial Group | 0.01% | No change | 2,950 | $91K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 2,866 | $89K |
| Vermillion Wealth Management, Inc. | 0.04% | Reduce -6.6% | 2,861 | $89K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -74.1% | 2,777 | $86K |
| Lodestone Wealth Management LLC | 0.03% | New | 2,745 | $85K |
| Elevated Capital Advisors, LLC | 0.02% | New | 2,739 | $85K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | New | 2,735 | $85K |
| Pacifica Partners Inc. | 0.04% | Add +7.3% | 2,708 | $85K |
| Webster Bank, N. A. | 0.01% | Reduce -32.5% | 2,602 | $81K |
| Pandora Wealth, Inc. | 0.05% | No change | 2,500 | $77K |
| Creative Financial Designs Inc. | 0.00% | No change | 2,471 | $77K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,458 | $76K |
| Rakuten Securities, Inc. | 0.02% | Add +60.0% | 2,414 | $75K |
| WFA of San Diego, LLC | 0.05% | Reduce -11.1% | 2,406 | $74K |
| Resources Management Corp. /CT/ | 0.01% | Reduce -5.4% | 2,375 | $74K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -56.0% | 2,305 | $73K |
| Rossmore Private Capital | 0.01% | No change | 2,250 | $70K |
| Tsfg, LLC | 0.01% | Add +0.2% | 2,100 | $65K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -52.9% | 2,059 | $64K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -32.4% | 2,058 | $64K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 2,012 | $62K |
| Bayban | 0.05% | — | 2,000 | $62K |
| Luminist Capital LLC | 0.08% | Reduce -85.2% | 1,972 | $61K |
| Payden & Rygel | 0.00% | New | 1,955 | $61K |
| Pflug Koory, LLC | 0.03% | Add +1.0% | 1,925 | $60K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 1,902 | $59K |
| Lavaca Capital LLC | 0.01% | New | 1,891 | $59K |
| Topsail Wealth Management, LLC | 0.01% | Reduce -31.8% | 1,875 | $58K |
| 2UniFi Bank | 0.03% | Add +1.5% | 1,773 | $55K |
| Larson Financial Group LLC | 0.00% | No change | 1,761 | $55K |
| Wellington-Altus USA Inc. | 0.04% | — | 1,757 | $54K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,689 | $52K |
| Safe Harbor Fiduciary, LLC | 0.04% | — | 1,602 | $50K |
| SHP Wealth Management | 0.00% | — | 1,570 | $49K |
| Rossby Financial, LCC | 0.01% | No change | 1,537 | $48K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,500 | $46K |
| Howe & Rusling Inc. | 0.00% | Add +55.2% | 1,488 | $46K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 1,440 | $45K |
| JDM Financial Group LLC | 0.02% | No change | 1,405 | $43K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +2.5% | 43,051 | $43K |
| Avion Wealth | 0.01% | No change | 1,385 | $42K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.4% | 1,352 | $42K |
| CVA Family Office, LLC | 0.00% | Reduce -40.0% | 1,208 | $37K |
| Princeton Global Asset Management LLC | 0.01% | Add +14.8% | 1,177 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.3% | 1,173 | $36K |
| Compass Financial Services Inc | 0.02% | Add +1.9% | 1,158 | $36K |
| Eastern Bank | 0.00% | Reduce -46.5% | 1,150 | $36K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 1,143 | $35K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,046 | $32K |
| Islay Capital Management, LLC | 0.02% | No change | 1,000 | $31K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,000 | $31K |
| Financial Consulate, Inc. | 0.00% | No change | 1,000 | $31K |
| Salomon & Ludwin, LLC | 0.00% | No change | 969 | $30K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 981 | $30K |
| McIlrath & Eck, LLC | 0.00% | No change | 970 | $30K |
| Corsicana & Co. | 0.02% | No change | 920 | $28K |
| Front Row Advisors LLC | 0.01% | No change | 919 | $28K |
| Capital Analysts, LLC | 0.00% | Add +50.5% | 894 | $28K |
| Godsey & Gibb, Inc. | 0.00% | No change | 875 | $27K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -15.1% | 865 | $27K |
| Optima Capital LLC | 0.01% | New | 855 | $26K |
| Kilter Group LLC | 0.01% | No change | 810 | $25K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 780 | $24K |
| Portfolio Resources Advisor Group, Inc. | 0.02% | — | 769 | $24K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.9% | 762 | $24K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 745 | $23K |
| 1620 Investment Advisors, Inc. | 0.01% | Reduce -50.0% | 700 | $22K |
| HM Payson & Co. | 0.00% | No change | 700 | $22K |
| Piscataqua Savings Bank | 0.01% | Add +410.4% | 684 | $21K |
| Red Reef Advisors LLC | 0.02% | — | 682 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -50.7% | 670 | $21K |
| Planning Project LLC | 0.01% | — | 645 | $20K |
| Grand Wealth Management, LLC | 0.01% | New | 641 | $20K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -38.6% | 635 | $20K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 630 | $20K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 610 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | Add +27.9% | 600 | $19K |
| CoreFirst Bank & Trust | 0.01% | No change | 600 | $19K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.2% | 599 | $19K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 552 | $17K |
| Atwood & Palmer Inc. | 0.00% | No change | 540 | $17K |
| Coastline Trust Co | 0.00% | No change | 525 | $16K |
| Nemes Rush Group LLC | 0.00% | No change | 520 | $16K |
| First PREMIER Bank | 0.00% | No change | 510 | $16K |
| Key Capital Management, INC | 0.02% | — | 506 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -96.1% | 500 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $15K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 500 | $15K |
| IMA Advisory Services, Inc. | 0.00% | No change | 491 | $15K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 448 | $14K |
| Byrne Asset Management LLC | 0.01% | No change | 425 | $13K |
| McGuire Capital Advisors Inc. | 0.01% | — | 408 | $13K |
| EPG Wealth Management LLC | 0.00% | Reduce -66.8% | 406 | $13K |
| Strategic Advocates LLC | 0.00% | No change | 400 | $12K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -42.9% | 400 | $12K |
| Ankerstar Wealth, LLC | 0.01% | — | 394 | $12K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 392 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -38.0% | 385 | $12K |
| Winch Advisory Services, LLC | 0.00% | Add +1.9% | 377 | $12K |
| Trust Co | 0.00% | New | 365 | $11K |
| Richardson Financial Services Inc. | 0.00% | New | 147 | $11K |
| Oakworth Capital, Inc. | 0.00% | New | 326 | $10K |
| Concord Wealth Partners | 0.00% | Add +1.9% | 266 | $8K |
| 1248 Management, LLC | 0.00% | No change | 265 | $8K |
| Caitlin John, LLC | 0.01% | Reduce -1.1% | 264 | $8K |
| First Command Advisory Services, Inc. | 0.00% | New | 262 | $8K |
| Syntax Research, Inc. | 0.00% | No change | 255 | $8K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -57.2% | 255 | $8K |
| WealthCollab, LLC | 0.00% | New | 200 | $6K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 200 | $6K |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.5% | 181 | $6K |
| Strive Financial Group ,LLC | 0.00% | — | 172 | $5K |
| Curio Wealth, LLC | 0.00% | New | 155 | $5K |
| Anchor Investment Management, LLC | 0.00% | Add +0.7% | 155 | $5K |
| Financial Freedom, LLC | 0.00% | Add +1.3% | 154 | $5K |
| LRI Investments, LLC | 0.00% | No change | 150 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 150 | $5K |
| Manchester Capital Management LLC | 0.00% | New | 144 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 129 | $4K |
| NFSG Corp | 0.00% | No change | 125 | $4K |
| Bfsg, LLC | 0.00% | No change | 100 | $3K |
| Bank of New Hampshire | 0.00% | No change | 86 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 78 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 64 | $2K |
| PayPay Securities Corp | 0.06% | Add +18.9% | 63 | $2K |
| POM Investment Strategies, LLC | 0.00% | Reduce -85.9% | 61 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 60 | $2K |
| Granite Investment Partners, LLC | 0.00% | New | 59 | $2K |
| Essential Partners LLC | 0.00% | New | 54 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 48 | $1K |
| Phillips Financial Management, LLC | 0.00% | No change | 41 | $1K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 38 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 38 | $1K |
| IMG Wealth Management, Inc. | 0.00% | Add +3.2% | 32 | $989 |
| WPG Advisers, LLC | 0.00% | New | 30 | $929 |
| Arcadia Investment Management Corp. | 0.00% | New | 25 | $774 |
| Global Wealth Strategies & Associates | 0.00% | No change | 24 | $743 |
| Operose Advisors LLC | 0.00% | Reduce -99.7% | 22 | $691 |
| Cornerstone Financial Management LLC | 0.00% | — | 21 | $650 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $372 |
| Davis Capital Management | 0.00% | No change | 10 | $316 |
| Quattro Advisors LLC | 0.00% | — | 7 | $224 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $62 |
| Kingdom Financial Group LLC. | 0.00% | New | 2 | $52 |
"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.