iShares Semiconductor ETFSOXXETF
13F holders, Q3 2025 (September 30)785holders +36
95new positions
55sold out
5famous investors
$271.16avg. 13F price*
At the end of Q3 2025, 785 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings, up 36 from Q2 2025. 95 opened new positions and 55 sold out. The largest holders were Bank of America Corp. ($629.0M), Goldman Sachs Group Inc. ($532.3M) and Morgan Stanley ($493.8M). 5 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Semiconductor ETF
- CUSIP
- 464287523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $113.0M |
| Exits | 55 | $203.6M |
All 13F filers, Q2 2025 → Q3 2025: 3,128,295 shares bought and 8,971,377 shares sold, net −5,843,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 785 holders
| Bank of America Corp. | 0.05% | Reduce -1.6% | 2,319,944 | $629.0M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -38.4% | 1,963,275 | $532.3M |
| Morgan Stanley | 0.03% | Reduce -52.4% | 1,821,499 | $493.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.80% | Reduce -35.0% | 1,585,000 | $429.7M |
| UBS Group AG | 0.07% | Reduce -43.8% | 1,270,244 | $344.4M |
| BNP Paribas Financial Markets | 0.24% | Reduce -58.9% | 1,127,144 | $305.6M |
| Millennium Management | 0.23% | Add +424.2% | 1,053,945 | $285.7M |
| LPL Financial LLC | 0.08% | Add +0.2% | 1,022,745 | $277.3M |
| Wells Fargo & Company | 0.05% | Reduce -3.7% | 842,102 | $228.3M |
| Rockefeller Capital Management L.P. | 0.21% | Add +10.8% | 400,195 | $108.5M |
| Royal Bank of Canada | 0.02% | Reduce -3.0% | 353,702 | $95.9M |
| Foundations Investment Advisors, LLC | 1.30% | Add +27470.8% | 330,850 | $89.7M |
| LMR Partners LLP | 1.72% | No change | 330,000 | $89.5M |
| Barclays PLC | 0.03% | Add +80.7% | 326,144 | $88.4M |
| JPMorgan Chase & Co. | 0.01% | Add +83.2% | 307,105 | $83.3M |
| Donaldson Capital Management, LLC | 2.57% | Add +1.9% | 299,953 | $81.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.1% | 285,895 | $77.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.6% | 280,094 | $75.9M |
| Thrivent Financial for Lutherans | 0.15% | Add +3068.9% | 271,415 | $73.6M |
| Quadrature Capital Ltd | 0.85% | Add +6111.9% | 264,625 | $71.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.7% | 253,913 | $68.8M |
| Citigroup Inc. | 0.05% | Reduce -53.7% | 247,247 | $67.0M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +26.6% | 213,505 | $57.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -2.8% | 213,299 | $57.8M |
| Osaic Holdings, Inc. | 0.07% | Add +0.6% | 183,949 | $46.8M |
| Cetera Investment Advisers | 0.05% | Add +13.2% | 168,624 | $45.7M |
| Analyst IMS Investment Management Services Ltd. | 1.34% | Add +4.6% | 159,111 | $43.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.7% | 149,144 | $40.4M |
| GM Advisory Group, LLC | 1.70% | Reduce -16.2% | 147,503 | $40.0M |
| Wellspring Financial Advisors, LLC | 3.62% | Add +34.6% | 145,153 | $39.4M |
| Edmond DE Rothschild Holding S.A. | 0.60% | Reduce -0.6% | 142,535 | $38.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.32% | Reduce -9.5% | 141,521 | $38.4M |
| Jones Financial Companies LLLP | 0.02% | Add +14.2% | 133,737 | $36.0M |
| Greenwood Gearhart LLC | 2.00% | Reduce -0.3% | 128,086 | $34.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -1.6% | 118,439 | $32.1M |
| SG Americas Securities, LLC | 0.11% | Add +11.7% | 114,028 | $30.9M |
| Integrated Wealth Concepts LLC | 0.28% | Add +4.9% | 113,791 | $30.9M |
| First Manhattan Co. Llc. | 0.07% | Add +0.1% | 100,847 | $27.3M |
| Twin Tree Management, LP | 1.17% | Reduce -65.5% | 92,210 | $25.0M |
| Truist Financial Corp. | 0.03% | Reduce -1.8% | 83,537 | $22.6M |
| MML Investors Services, LLC | 0.06% | Reduce -9.9% | 82,976 | $22.5M |
| Anfield Capital Management, LLC | 6.60% | Add +74444.1% | 82,744 | $22.4M |
| Yarbrough Capital, LLC | 0.70% | No change | 82,383 | $22.3M |
| Clal Insurance Enterprises Holdings Ltd | 0.17% | Reduce -59.5% | 81,722 | $22.2M |
| Stifel Financial Corp. | 0.02% | Add +3.9% | 78,698 | $21.3M |
| Squarepoint Ops LLC | 0.04% | Add +99.4% | 77,044 | $20.9M |
| Focus Partners Wealth | 0.03% | Add +16.0% | 71,617 | $19.4M |
| Oppenheimer & Co. Inc. | 0.23% | Reduce -5.9% | 68,731 | $18.6M |
| Mariner, LLC | 0.02% | Add +6.8% | 65,058 | $17.6M |
| Alaska Permanent Capital Management, LLC | 1.25% | New | 62,472 | $16.9M |
| United Asset Strategies, Inc. | 1.29% | Add +16.6% | 59,170 | $16.0M |
| TD Waterhouse Canada Inc. | 0.10% | Reduce -1.6% | 57,314 | $15.9M |
| Bank Hapoalim BM | 2.02% | Add +6.0% | 57,928 | $15.7M |
| Parallax Volatility Advisers, L.P. | 0.51% | Reduce -11.7% | 55,420 | $15.0M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -1.1% | 52,869 | $14.3M |
| Legend Financial Advisors, Inc. | 8.65% | Reduce -7.2% | 52,017 | $14.1M |
| FIL Ltd | 0.01% | Reduce -7.9% | 51,426 | $13.9M |
| Commerce Bank | 0.08% | Add +7.8% | 50,780 | $13.8M |
| Legacy Edge Advisors, LLC | 1.62% | Add +6.6% | 50,660 | $13.7M |
| Financial Partners Group, Inc | 1.67% | Reduce -0.1% | 49,460 | $13.4M |
| Chicago Wealth Management, Inc. | 5.36% | Add +2565.1% | 45,387 | $12.3M |
| D. E. Shaw & Co. | 0.01% | New | 45,296 | $12.3M |
| Sava Penzisko Drushtvo A.D. Skopje | 4.03% | — | 45,275 | $12.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.8% | 42,493 | $12.0M |
| Tudor Investment Corporation | 0.08% | Add +466.3% | 44,152 | $12.0M |
| Avondale Wealth Management | 6.25% | Reduce -3.4% | 43,261 | $11.7M |
| Bank of Montreal | 0.00% | Reduce -4.9% | 41,517 | $11.3M |
| Capital Investment Counsel, LLC | 1.65% | Reduce -1.2% | 41,310 | $11.2M |
| Toth Financial Advisory Corp. | 1.18% | Add +26.8% | 40,204 | $10.9M |
| Mackenzie Financial Corp. | 0.01% | New | 39,553 | $10.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +7.7% | 39,427 | $10.7M |
| KCM Investment Advisors LLC | 0.34% | Add +2.9% | 38,419 | $10.4M |
| Harbor Advisory Corp. | 2.96% | Reduce -0.5% | 36,872 | $10.0M |
| Perbak Capital Partners LLP | 1.75% | New | 36,666 | $9.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -35.0% | 36,366 | $9.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.4% | 35,739 | $9.7M |
| Private Advisor Group, LLC | 0.05% | Add +1.4% | 35,376 | $9.6M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -12.3% | 35,281 | $9.6M |
| National Bank of Canada | 0.01% | Add +213.0% | 35,256 | $9.6M |
| Wealthfront Advisers LLC | 0.02% | Add +8.4% | 35,017 | $9.5M |
| Gray Foundation | 2.65% | No change | 34,371 | $9.3M |
| Lowe Brockenbrough & Co. Inc. | 0.46% | Add +0.7% | 32,992 | $8.9M |
| Meridian Wealth Management, LLC | 0.34% | Reduce -2.9% | 32,268 | $8.7M |
| DRW Securities, LLC | 0.42% | Add +380.5% | 30,121 | $8.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -86.5% | 29,874 | $8.1M |
| Traynor Capital Management, Inc. | 0.46% | Reduce -2.0% | 29,860 | $8.1M |
| Advisory Services Network, LLC | 0.12% | Add +8.2% | 29,796 | $8.1M |
| Equitable Holdings, Inc. | 0.06% | Add +20.7% | 29,509 | $8.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | Reduce -40.4% | 29,422 | $7.9M |
| NewEdge Advisors, LLC | 0.04% | Reduce -10.6% | 29,045 | $7.9M |
| MAI Capital Management | 0.05% | Reduce -1.3% | 28,703 | $7.8M |
| Avaii Wealth Management, LLC | 2.94% | Add +2.9% | 28,480 | $7.7M |
| CMH Wealth Management LLC | 1.64% | Reduce -1.9% | 28,354 | $7.7M |
| Blair William & Co. | 0.02% | Reduce -4.0% | 28,349 | $7.7M |
| Rakuten Investment Management, Inc. | 0.03% | — | 28,484 | $7.7M |
| Fulton Bank, N.A. | 0.27% | Add +0.3% | 28,125 | $7.6M |
| IMC-Chicago, LLC | 0.13% | New | 27,661 | $7.5M |
| Spinnaker Trust | 0.41% | Add +2.7% | 27,169 | $7.4M |
| Cottonwood Capital Advisors, LLC | 5.31% | Add +1.6% | 26,869 | $7.3M |
| Alexander Labrunerie & Co., Inc. | 2.66% | Reduce -0.0% | 26,271 | $7.1M |
| Independent Financial Group, LLC | 0.17% | Reduce -7.9% | 25,968 | $7.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.40% | Add +47.1% | 25,543 | $6.9M |
| Kelly Financial Services LLC | 1.79% | Reduce -4.2% | 25,432 | $6.9M |
| First Interstate Bank | 0.38% | Reduce -1.2% | 25,389 | $6.9M |
| PFG Advisors | 0.27% | New | 24,376 | $6.6M |
| Silverleafe Capital Partners, LLC | 2.03% | Add +24.8% | 24,212 | $6.6M |
| Lido Advisors, LLC | 0.03% | Add +33.1% | 24,066 | $6.5M |
| Dynamic Advisor Solutions LLC | 0.19% | Reduce -1.4% | 23,611 | $6.4M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.4% | 23,571 | $6.4M |
| Absolute Capital Management, LLC | 2.74% | No change | 23,550 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Add +0.9% | 23,429 | $6.4M |
| Concord Investment Counsel Inc. | 1.98% | — | 22,978 | $6.2M |
| Adams Wealth Management | 1.28% | Reduce -18.6% | 22,066 | $6.0M |
| CacheTech Inc. | 1.20% | Reduce -18.6% | 22,066 | $6.0M |
| Corient Private Wealth LP | 0.01% | Reduce -79.9% | 21,697 | $5.9M |
| Creative Planning | 0.00% | Add +12.0% | 21,537 | $5.8M |
| Wellington Shields Capital Management, LLC | 0.88% | Reduce -9.7% | 21,308 | $5.8M |
| Elevation Point Wealth Partners, LLC | 0.40% | Reduce -10.1% | 21,226 | $5.8M |
| Woodmont Investment Counsel LLC | 0.38% | Reduce -2.1% | 21,083 | $5.7M |
| Cadent Capital Advisors, LLC | 1.51% | Add +349.3% | 21,077 | $5.7M |
| HRT Financial LP | 0.02% | Add +43.6% | 20,930 | $5.7M |
| Park Avenue Securities LLC | 0.04% | Add +13.2% | 20,726 | $5.6M |
| Commonwealth Financial Services, LLC | 0.95% | Reduce -33.9% | 20,537 | $5.6M |
| Optiver Holding B.V. | 0.09% | Add +2968.6% | 20,222 | $5.5M |
| Banque Cantonale Vaudoise | 0.21% | Add +58.0% | 20,197 | $5.5M |
| Anchor Investment Management, LLC | 0.44% | Reduce -3.2% | 19,683 | $5.3M |
| Integrated Capital Management, LLC | 2.35% | Reduce -1.7% | 17,549 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.1% | 19,632 | $5.3M |
| Bristlecone Advisors, LLC | 0.44% | Reduce -0.2% | 19,213 | $5.2M |
| Gimbal Financial | 3.12% | New | 19,171 | $5.2M |
| Arete Wealth Advisors, LLC | 0.32% | Add +21.8% | 18,947 | $5.1M |
| Farallon Capital Management, L.L.C. | 0.03% | New | 18,907 | $5.1M |
| Wall Street Financial Group, Inc. | 3.67% | Reduce -0.3% | 18,445 | $5.0M |
| JPL Wealth Management, LLC | 1.18% | Reduce -1.8% | 18,271 | $5.0M |
| Theory Financial LLC | 1.74% | Add +27.2% | 16,814 | $4.9M |
| Family Legacy, Inc. | 1.49% | Reduce -0.7% | 18,025 | $4.9M |
| Strategic Blueprint, LLC | 0.21% | Reduce -1.4% | 17,861 | $4.8M |
| Cibc World Market Inc. | 0.01% | Add +6.0% | 17,047 | $4.6M |
| Wharton Business Group, LLC | 0.19% | Reduce -0.7% | 16,234 | $4.4M |
| TRUE Private Wealth Advisors | 0.44% | Add +36.3% | 15,897 | $4.3M |
| Ewa, LLC | 1.19% | Reduce -2.3% | 15,897 | $4.3M |
| Sowell Financial Services LLC | 0.16% | Reduce -4.1% | 15,752 | $4.3M |
| US Bancorp \de | 0.01% | Add +6.3% | 15,573 | $4.2M |
| Martin & Co. Inc. | 0.75% | Reduce -29.3% | 15,464 | $4.2M |
| Midwest Financial Group LLC | 1.98% | Add +1.9% | 15,353 | $4.2M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -4.6% | 15,166 | $4.1M |
| Jaffetilchin Investment Partners, LLC | 0.25% | Reduce -4.9% | 15,110 | $4.1M |
| PFG Investments, LLC | 0.21% | Reduce -2.4% | 15,093 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +0.9% | 15,060 | $4.1M |
| Benjamin Edwards Inc. | 0.05% | Add +1.6% | 14,887 | $4.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Reduce -11.9% | 14,789 | $4.0M |
| First National Corp. /Ma/ | 0.75% | Add +5.2% | 14,293 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -16.8% | 14,421 | $3.9M |
| IFP Advisors, Inc | 0.10% | Add +4.3% | 14,368 | $3.9M |
| Sharper & Granite LLC | 1.38% | Add +142.7% | 14,178 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +34.3% | 14,167 | $3.8M |
| BlackRock, Inc. | 0.00% | Add +149.5% | 14,079 | $3.8M |
| Farther Finance Advisors, LLC | 0.06% | Add +26.7% | 13,972 | $3.8M |
| Klingman & Associates, LLC | 0.19% | Reduce -1.5% | 13,969 | $3.8M |
| Money Concepts Capital Corp. | 0.23% | Add +8.3% | 13,920 | $3.8M |
| &partners | 0.02% | Add +9.9% | 13,848 | $3.8M |
| Union Bancaire Privee, UBP SA | 0.05% | Add +54.9% | 4,796 | $3.7M |
| New York Life Investment Management LLC | 0.03% | Add +99.7% | 13,748 | $3.7M |
| Transcend Capital Advisors, LLC | 0.26% | No change | 13,721 | $3.7M |
| Thoroughbred Financial Services, LLC | 0.23% | Add +6.8% | 13,570 | $3.7M |
| 360 Financial, Inc. | 1.18% | Reduce -4.2% | 13,540 | $3.7M |
| Quantitative Investment Management, LLC | 0.50% | New | 13,214 | $3.6M |
| One Capital Management, LLC | 0.11% | Add +0.5% | 13,184 | $3.6M |
| FMR LLC | 0.00% | Add +7.8% | 13,165 | $3.6M |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Reduce -3.8% | 13,012 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -0.4% | 12,971 | $3.5M |
| Atria Investments, Inc | 0.04% | Reduce -3.9% | 12,919 | $3.5M |
| Moss Adams Wealth Advisors LLC | 0.27% | Reduce -0.9% | 12,811 | $3.5M |
| Credit Agricole S A | 0.01% | — | 12,736 | $3.5M |
| Composition Wealth, LLC | 0.05% | Reduce -3.6% | 12,736 | $3.5M |
| Merit Financial Group, LLC | 0.03% | Add +1.2% | 12,211 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +6.7% | 12,041 | $3.3M |
| Quantinno Capital Management LP | 0.01% | Add +27.9% | 11,874 | $3.2M |
| Magnus Financial Group LLC | 0.25% | Add +0.2% | 11,823 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 11,695 | $3.2M |
| KKM Financial LLC | 1.00% | Reduce -4.6% | 11,679 | $3.2M |
| Valley Wealth Managers, Inc. | 0.21% | Add +27.7% | 11,633 | $3.2M |
| Provida Pension Fund Administrator | 0.05% | No change | 11,611 | $3.1M |
| Krilogy Financial LLC | 0.12% | New | 10,164 | $3.1M |
| Florin Court Capital LLP | 2.42% | Add +107.3% | 11,400 | $3.1M |
| Two Sigma Securities, LLC | 0.45% | Reduce -12.2% | 11,367 | $3.1M |
| Harbour Investments, Inc. | 0.07% | Add +29.6% | 11,258 | $3.1M |
| Beacon Financial Planning, Inc. | 1.54% | Add +1.6% | 10,994 | $3.0M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -28.7% | 10,891 | $3.0M |
| Maxele Advisors, LLC | 2.54% | Add +0.7% | 10,850 | $2.9M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -1.3% | 10,805 | $2.9M |
| Polymer Capital Management (HK) LTD | 0.41% | Reduce -39.1% | 10,760 | $2.9M |
| Evolution Wealth Advisors, LLC | 0.39% | Add +5.6% | 10,693 | $2.9M |
| Focus Financial Network, Inc. | 0.10% | Add +3.7% | 10,552 | $2.9M |
| 1 North Wealth Services LLC | 1.17% | Reduce -2.0% | 10,544 | $2.9M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.99% | Add +2.6% | 10,515 | $2.9M |
| Aprio Wealth Management, LLC | 0.28% | Add +2.5% | 10,384 | $2.8M |
| Comerica Bank | 0.01% | Reduce -40.0% | 10,224 | $2.8M |
| Global Wealth Strategies & Associates | 0.70% | Add +66.4% | 10,024 | $2.7M |
| Novare Capital Management LLC | 0.21% | Reduce -14.5% | 9,974 | $2.7M |
| Condor Capital Management | 0.22% | Reduce -1.7% | 9,711 | $2.6M |
| Scotia Capital Inc. | 0.01% | Add +4.4% | 9,698 | $2.6M |
| Koshinski Asset Management, Inc. | 0.19% | Add +0.4% | 9,685 | $2.6M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -12.2% | 9,577 | $2.6M |
| Armor Investment Advisors, LLC | 0.82% | Reduce -17.6% | 9,562 | $2.6M |
| Matrix Trust Co | 0.40% | Reduce -9.0% | 9,468 | $2.6M |
| Prosperity Consulting Group, LLC | 0.13% | Add +0.1% | 9,427 | $2.6M |
| Groupe la Francaise | 0.03% | New | 11,100 | $2.5M |
| Mutual Advisors, LLC | 0.06% | Add +0.3% | 8,713 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.3% | 9,343 | $2.5M |
| Summit Financial, LLC | 0.04% | Reduce -1.9% | 9,330 | $2.5M |
| Concentrum Wealth Management | 0.73% | Reduce -2.0% | 9,314 | $2.5M |
| Keybank National Association | 0.01% | No change | 9,251 | $2.5M |
| Spire Wealth Management | 0.08% | Reduce -7.7% | 9,198 | $2.5M |
| Ashton Thomas Securities, LLC | 0.34% | New | 9,102 | $2.5M |
| Corrado Advisors, LLC | 1.30% | Add +4.7% | 8,923 | $2.4M |
| NewEdge Wealth, LLC | 0.03% | Reduce -1.9% | 7,756 | $2.4M |
| Pennsylvania Capital Management Inc. | 0.69% | Add +0.0% | 8,705 | $2.4M |
| Vontobel Holding Ltd. | 0.01% | Reduce -50.0% | 8,662 | $2.3M |
| Bank of Nova Scotia | 0.00% | Reduce -22.5% | 8,587 | $2.3M |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 8,492 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -17.1% | 8,287 | $2.2M |
| Sigma Planning Corp | 0.06% | Reduce -15.8% | 8,282 | $2.2M |
| AQR Capital Management | 0.00% | Add +355.6% | 8,278 | $2.2M |
| RFG Advisory, LLC | 0.05% | Add +12.4% | 8,275 | $2.2M |
| Stephens Inc. | 0.03% | Reduce -1.1% | 8,267 | $2.2M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -14.7% | 8,186 | $2.2M |
| Intellectus Partners, LLC | 0.43% | Add +1.4% | 8,099 | $2.2M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Reduce -2.3% | 8,009 | $2.2M |
| Insight Wealth Partners, LLC | 0.96% | Add +0.5% | 8,008 | $2.2M |
| Ibex Wealth Advisors | 0.21% | Add +24.0% | 7,971 | $2.2M |
| Captrust Financial Advisors | 0.00% | Reduce -4.0% | 7,866 | $2.1M |
| Essex Financial Services, Inc. | 0.13% | Add +10.1% | 7,865 | $2.1M |
| Forte Asset Management LLC | 0.99% | Reduce -14.8% | 7,612 | $2.1M |
| Mirabaud & Cie SA | 0.65% | No change | 7,500 | $2.0M |
| Stonebridge Financial Planning Group, LLC | 0.74% | Reduce -0.9% | 7,228 | $2.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Reduce -31.1% | 7,133 | $1.9M |
| Old Mission Capital LLC | 0.07% | New | 7,000 | $1.9M |
| Fisher Asset Management | 0.00% | Reduce -18.1% | 6,974 | $1.9M |
| CoreCap Advisors, LLC | 0.07% | Add +4466.4% | 6,941 | $1.9M |
| Y.D. More Investments Ltd | 0.11% | Reduce -3.6% | 6,865 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +16.1% | 6,754 | $1.8M |
| Avior Wealth Management, LLC | 0.06% | Reduce -1.3% | 6,707 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +116.3% | 6,695 | $1.8M |
| Gold Investment Management Ltd. | 0.60% | Reduce -1.4% | 6,620 | $1.8M |
| CTC Alternative Strategies, Ltd. | 2.88% | Add +127.6% | 6,600 | $1.8M |
| Allworth Financial LP | 0.01% | Add +6.6% | 6,596 | $1.8M |
| Orser Capital Management, LLC | 0.93% | New | 6,530 | $1.8M |
| Comprehensive Financial Planning, Inc. | 1.18% | Add +7.0% | 6,374 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -6.4% | 6,359 | $1.7M |
| Kovack Advisors, Inc. | 0.16% | Add +9.4% | 6,150 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -74.0% | 6,128 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -3.3% | 6,126 | $1.7M |
| First International Bank of Israel Ltd. | 0.94% | New | 6,113 | $1.7M |
| Twin Focus Capital Partners, LLC | 0.21% | Add +8.2% | 6,061 | $1.6M |
| First Financial Bank - Trust Division | 0.14% | Reduce -1.8% | 6,044 | $1.6M |
| Grandview Asset Management LLC | 0.46% | Add +34.1% | 6,014 | $1.6M |
| KFG Wealth Management, LLC | 0.23% | Reduce -28.3% | 5,976 | $1.6M |
| Cwm, LLC | 0.00% | Add +22.7% | 5,947 | $1.6M |
| Intellus Advisors LLC | 0.22% | New | 5,908 | $1.6M |
| Pacific Sun Financial Corp | 0.77% | Add +2.9% | 5,874 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +2.2% | 5,870 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.60% | Reduce -0.3% | 5,867 | $1.6M |
| Transcendent Capital Group LLC | 0.70% | Reduce -28.7% | 5,804 | $1.6M |
| Washburn Capital Management, Inc. | 0.86% | No change | 5,690 | $1.5M |
| National Philanthropic Trust | 0.02% | No change | 5,649 | $1.5M |
| Robinson Value Management, Ltd. | 0.88% | New | 5,602 | $1.5M |
| Sunbelt Securities, Inc. | 0.10% | Reduce -2.1% | 5,526 | $1.5M |
| Oasis Management Co Ltd. | 0.33% | Reduce -26.7% | 5,500 | $1.5M |
| Sovran Advisors, LLC | 0.13% | Add +54.3% | 4,748 | $1.5M |
| World Investment Advisors | 0.03% | Add +0.3% | 5,347 | $1.4M |
| Flagstar Securities, Inc. | 0.44% | Add +285.0% | 5,340 | $1.4M |
| Wealthstream Advisors, Inc. | 0.22% | No change | 5,269 | $1.4M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -7.2% | 5,258 | $1.4M |
| Principal Securities, Inc. | 0.02% | Add +2.3% | 5,256 | $1.4M |
| Monetary Management Group Inc. | 0.32% | Add +2.0% | 5,135 | $1.4M |
| Continuum Advisory, LLC | 0.15% | Add +2.3% | 5,122 | $1.4M |
| Capstone Wealth Management Group LLC | 0.87% | Reduce -3.1% | 5,000 | $1.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -7.8% | 5,091 | $1.4M |
| Main Management LLC | 0.10% | Reduce -10.8% | 4,982 | $1.4M |
| Juncture Wealth Strategies, LLC | 0.45% | Reduce -6.9% | 4,917 | $1.3M |
| LOM Asset Management Ltd | 0.40% | Reduce -0.6% | 4,873 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Add +10.9% | 4,299 | $1.3M |
| Keystone Financial Group | 0.10% | Add +0.7% | 4,784 | $1.3M |
| Telos Capital Management, Inc. | 0.12% | Reduce -8.3% | 4,779 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -0.5% | 4,761 | $1.3M |
| GWN Securities Inc. | 0.30% | Reduce -4.4% | 4,738 | $1.3M |
| Pacific Center for Financial Services | 0.33% | Add +22.1% | 4,742 | $1.3M |
| City Holding Co. | 0.16% | Reduce -19.9% | 4,734 | $1.3M |
| Ehrlich Financial Group | 0.76% | New | 4,712 | $1.3M |
| Retirement Planning Group, LLC | 0.04% | Reduce -14.9% | 4,676 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +1.2% | 4,646 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -1.0% | 4,554 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.4% | 4,500 | $1.2M |
| Howard Capital Management, LLC | 0.02% | Reduce -10.6% | 4,494 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.30% | Reduce -10.9% | 4,493 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | Add +1.1% | 4,462 | $1.2M |
| Perigon Wealth Management, LLC | 0.02% | Add +0.8% | 4,447 | $1.2M |
| Independent Wealth Network Inc. | 0.39% | Add +5.8% | 4,415 | $1.2M |
| Lionshead Wealth Management, LLC | 0.95% | Add +1.2% | 4,413 | $1.2M |
| Apeiron RIA LLC | 0.27% | Reduce -12.6% | 4,143 | $1.2M |
| NorthStar Asset Management LLC | 0.56% | Reduce -1.0% | 4,330 | $1.2M |
| Prostatis Group LLC | 0.29% | Reduce -15.1% | 4,319 | $1.2M |
| Pines Wealth Management, LLC | 0.38% | Add +0.8% | 4,186 | $1.1M |
| RoundAngle Advisors LLC | 0.88% | Reduce -3.4% | 4,184 | $1.1M |
| XTX Topco Ltd | 0.06% | Add +83.5% | 4,163 | $1.1M |
| O'ROURKE & COMPANY, Inc | 0.47% | Add +8.7% | 4,154 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Add +4.6% | 4,109 | $1.1M |
| Alteri Wealth LLC | 0.38% | Reduce -0.4% | 4,102 | $1.1M |
| McHugh Group, LLC | 0.66% | No change | 4,033 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -3.0% | 3,952 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -1.0% | 3,909 | $1.1M |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -9.1% | 3,859 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -0.8% | 3,827 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -11.1% | 3,812 | $1.0M |
| Advisory Alpha, LLC | 0.03% | Add +2.6% | 3,621 | $1.0M |
| Integrated Advisors Network LLC | 0.04% | Add +340.5% | 3,762 | $1.0M |
| Schnieders Capital Management, Llc. | 0.17% | — | 3,760 | $1.0M |
| Activest Wealth Management | 0.20% | Reduce -4.9% | 3,724 | $1.0M |
| Western Wealth Management, LLC | 0.05% | Reduce -16.5% | 3,674 | $996K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -2.8% | 3,630 | $984K |
| Midwest Trust Co | 0.01% | Reduce -4.3% | 3,574 | $969K |
| Werba Rubin Papier Wealth Management | 0.16% | Reduce -6.6% | 3,565 | $967K |
| Phoenix Financial Ltd. | 0.01% | Reduce -3.7% | 3,536 | $959K |
| Apexium Financial, LP | 0.05% | No change | 3,522 | $955K |
| International Assets Investment Management, LLC | 0.08% | No change | 3,968 | $943K |
| Blue Chip Partners, LLC | 0.07% | Add +0.2% | 3,448 | $935K |
| IHT Wealth Management, LLC | 0.02% | Add +4.8% | 3,435 | $931K |
| Waverly Advisors, LLC | 0.01% | Add +4.2% | 3,431 | $930K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +224.3% | 3,431 | $930K |
| WealthCare Investment Partners, LLC | 0.30% | Reduce -8.0% | 3,366 | $930K |
| Synovus Financial Corp. | 0.01% | Add +4.1% | 3,394 | $922K |
| Lynx Investment Advisory | 0.55% | Add +0.2% | 3,400 | $922K |
| 10Elms LLP | 0.94% | No change | 3,365 | $912K |
| Prospera Financial Services Inc | 0.02% | Reduce -0.5% | 3,314 | $901K |
| Tudor Financial Inc. | 0.48% | Add +8.4% | 3,301 | $895K |
| Walleye Trading LLC | 0.01% | Reduce -84.5% | 3,278 | $889K |
| Independence Bank of Kentucky | 0.11% | Reduce -6.6% | 3,266 | $885K |
| Ironwood Financial, llc | 0.16% | Reduce -6.7% | 3,259 | $884K |
| First Heartland Consultants, Inc. | 0.07% | Add +1.8% | 3,258 | $883K |
| Albion Financial Group | 0.05% | Reduce -1.4% | 3,233 | $877K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -79.3% | 3,218 | $873K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.5% | 3,219 | $873K |
| Partners Capital Investment Group, LLP | 0.03% | Add +0.2% | 3,189 | $865K |
| Ionic Capital Management LLC | 1.08% | New | 3,185 | $864K |
| Equitable Trust Co. | 0.04% | No change | 3,174 | $861K |
| Snowden Capital Advisors LLC | 0.02% | Add +3.4% | 3,139 | $851K |
| Northern Trust Corp. | 0.00% | Reduce -10.6% | 3,115 | $845K |
| Ellis Investment Partners, LLC | 0.15% | Add +0.1% | 3,097 | $840K |
| Washington Growth Strategies LLC | 0.60% | Reduce -10.8% | 3,089 | $837K |
| PEAK6 LLC | 0.02% | Add +102833.3% | 3,088 | $837K |
| Finley Financial, LLC | 0.39% | No change | 3,085 | $836K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +8.4% | 3,073 | $833K |
| Bright Financial Advisors, Inc. | 0.41% | No change | 3,067 | $832K |
| GSG Advisors LLC | 0.22% | Add +0.2% | 2,994 | $827K |
| Resolute Wealth Strategies, LLC | 0.38% | Reduce -0.8% | 3,044 | $825K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -22.9% | 3,035 | $823K |
| McAdam, LLC | 0.04% | Add +8.3% | 3,000 | $813K |
| Somerset Trust Co | 0.25% | New | 2,997 | $813K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.9% | 2,965 | $804K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.4% | 2,941 | $797K |
| Selective Wealth Management, Inc. | 0.26% | Add +22.3% | 2,810 | $792K |
| Principle Wealth Partners LLC | 0.05% | Reduce -9.4% | 2,899 | $786K |
| Westside Investment Management, Inc. | 0.13% | Add +0.8% | 2,895 | $785K |
| Fortitude Advisory Group L.L.C. | 0.42% | No change | 2,875 | $779K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +58.3% | 2,873 | $779K |
| Verus Capital Partners, LLC | 0.06% | Add +0.5% | 2,849 | $772K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -2.5% | 2,833 | $768K |
| Banque Pictet & Cie SA | 0.01% | No change | 2,800 | $759K |
| Manchester Capital Management LLC | 0.10% | No change | 2,798 | $759K |
| Beacon Financial Advisory LLC | 0.18% | Add +0.5% | 2,792 | $757K |
| Afg Fiduciary Services Limited Partnership | 0.44% | Reduce -5.2% | 2,720 | $752K |
| J. Goldman & Co LP | 0.03% | Reduce -66.5% | 2,683 | $727K |
| IFG Advisory, LLC | 0.03% | Add +1.6% | 2,647 | $718K |
| Credit Industriel Et Commercial | 0.16% | Reduce -44.9% | 2,618 | $710K |
| Apollon Financial, LLC | 0.12% | Add +0.7% | 2,608 | $707K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -7.3% | 2,595 | $704K |
| Marex Group Ltd | 0.01% | New | 2,569 | $697K |
| StoneCrest Wealth Management, Inc. | 0.30% | Reduce -0.4% | 2,553 | $692K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -10.7% | 2,550 | $691K |
| SPC Financial, Inc. | 0.05% | Reduce -4.4% | 2,539 | $688K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -33.8% | 2,535 | $687K |
| Allstate Corp. | 0.02% | No change | 2,500 | $678K |
| HB Wealth Management, LLC | 0.00% | Add +14.0% | 2,493 | $676K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -0.4% | 2,485 | $674K |
| Conservest Capital Advisors, Inc. | 0.06% | Add +7.3% | 2,471 | $670K |
| Signet Financial Management, LLC | 0.08% | Reduce -13.1% | 2,448 | $664K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +2.4% | 2,447 | $663K |
| N.E.W. Advisory Services LLC | 0.06% | Add +6.8% | 2,443 | $662K |
| Carnegie Investment Counsel | 0.01% | Reduce -5.4% | 2,433 | $660K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +24.2% | 2,407 | $653K |
| Trust Co. of Oklahoma | 0.19% | Reduce -16.1% | 2,402 | $651K |
| Trexquant Investment LP | 0.01% | Reduce -14.6% | 2,400 | $651K |
| First Horizon Corp. | 0.03% | — | 2,384 | $646K |
| Obermeyer Wealth Partners | 0.03% | No change | 2,384 | $646K |
| Lifeworks Advisors, LLC | 0.09% | Add +3.3% | 2,376 | $644K |
| Edgestream Partners, L.P. | 0.02% | New | 2,374 | $644K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,369 | $642K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -34.0% | 2,334 | $633K |
| Brown Advisory Inc. | 0.00% | Add +1.1% | 2,317 | $628K |
| CVFG LLC | 0.45% | Reduce -1.9% | 2,315 | $628K |
| CreativeOne Wealth, LLC | 0.02% | Add +13.5% | 2,307 | $625K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -15.2% | 2,287 | $620K |
| Lodestar Private Asset Management LLC | 0.06% | No change | 2,280 | $618K |
| Choreo, LLC | 0.01% | Add +10.9% | 2,276 | $617K |
| RDA Financial Network | 0.15% | No change | 2,258 | $612K |
| Alpha Cubed Investments, LLC | 0.02% | Add +6.7% | 2,258 | $612K |
| Bay Harbor Wealth Management, LLC | 0.17% | No change | 2,252 | $611K |
| Quantbot Technologies LP | 0.02% | Reduce -73.5% | 2,249 | $610K |
| Empower Advisory Group, LLC | 0.00% | Add +28.4% | 2,234 | $606K |
| Ignite Planners, LLC | 0.10% | Reduce -1.9% | 2,215 | $601K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.2% | 2,208 | $599K |
| National Wealth Management Group, LLC | 0.22% | Add +1.1% | 2,195 | $595K |
| Private Wealth Advisors, LLC | 0.22% | Add +0.1% | 2,176 | $590K |
| Madison Wealth Partners, Inc | 0.12% | Add +0.2% | 2,169 | $588K |
| PSI Advisors, LLC | 0.15% | Reduce -12.2% | 2,159 | $585K |
| HSBC Holdings PLC | 0.00% | New | 2,176 | $584K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +1.7% | 2,135 | $579K |
| Pathway Financial Advisers, LLC | 0.17% | Add +4.7% | 2,150 | $575K |
| Patten & Patten Inc. | 0.03% | Add +5.2% | 2,120 | $575K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.18% | No change | 2,118 | $574K |
| 17 Capital Partners, LLC | 0.31% | Add +13.6% | 2,117 | $574K |
| Apella Capital, LLC | 0.01% | Add +0.1% | 1,982 | $573K |
| Arkadios Wealth Advisors | 0.01% | Add +3.6% | 2,086 | $566K |
| Rathbones Group PLC | 0.00% | No change | 2,080 | $564K |
| Global Assets Advisory, LLC | 0.17% | Reduce -0.2% | 2,077 | $563K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -1.2% | 2,067 | $560K |
| Harbor Asset Planning, Inc. | 0.50% | Add +1.4% | 2,063 | $560K |
| Ameriflex Group, Inc. | 0.21% | Add +931.3% | 2,042 | $554K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -9.0% | 2,041 | $553K |
| Paragon Private Wealth Management, LLC | 0.18% | Reduce -10.2% | 2,040 | $553K |
| Bawa N Mallick Trust | 0.21% | No change | 2,000 | $542K |
| WFA Asset Management Corp | 0.29% | Add +14.6% | 2,348 | $541K |
| RB Capital Management, LLC | 0.12% | Reduce -2.1% | 1,991 | $540K |
| SOA Wealth Advisors, LLC. | 0.09% | Reduce -1.3% | 1,987 | $539K |
| Pinnacle Associates Ltd. | 0.01% | Add +75.6% | 1,977 | $536K |
| Accredited Investors Inc. | 0.03% | Reduce -2.0% | 1,977 | $536K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +24.9% | 1,976 | $536K |
| Fiduciary Alliance LLC | 0.03% | New | 1,908 | $517K |
| Rwa Wealth Partners, LLC | 0.01% | Add +13.7% | 1,905 | $516K |
| L & S Advisors Inc | 0.06% | Reduce -98.1% | 1,898 | $515K |
| Acorn Wealth Advisors, LLC | 0.16% | Add +114.3% | 1,890 | $512K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -7.7% | 1,875 | $508K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,869 | $507K |
| Mgo One Seven LLC | 0.01% | Add +40.2% | 1,860 | $504K |
| Johnson Investment Counsel Inc. | 0.00% | Add +8.8% | 1,857 | $503K |
| Wealthgarden F.S. LLC | 0.36% | Add +1.8% | 1,716 | $503K |
| Wedbush Securities Inc. | 0.02% | Add +23.2% | 1,839 | $499K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -5.6% | 1,835 | $498K |
| Bravias Capital Group, LLC | 0.33% | Reduce -0.9% | 1,833 | $497K |
| Hilltop Holdings Inc. | 0.03% | Add +19.8% | 1,820 | $493K |
| Jane Street Group, LLC | 0.00% | Add +113.9% | 1,818 | $493K |
| Glenmede Investment Management, LP | 0.00% | No change | 1,815 | $492K |
| Natixis | 0.00% | Reduce -52.6% | 1,809 | $490K |
| Jacobi Capital Management LLC | 0.03% | Add +5.8% | 1,808 | $490K |
| Pine Harbor Wealth Management, LLC | 0.16% | Add +0.1% | 1,805 | $489K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -0.1% | 1,802 | $489K |
| SteelPeak Wealth, LLC | 0.02% | New | 1,794 | $486K |
| White Lighthouse Investment Management Inc. | 0.07% | Reduce -2.3% | 1,763 | $478K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -3.8% | 1,752 | $475K |
| Avalon Trust Co | 0.03% | No change | 1,750 | $474K |
| WBH Advisory Inc. | 0.04% | No change | 1,744 | $473K |
| Liberty Square Wealth Partners LLC | 0.14% | No change | 1,731 | $469K |
| X-Square Capital, LLC | 0.15% | Reduce -1.0% | 1,728 | $469K |
| Wealthstar Advisors, LLC | 0.18% | Reduce -9.3% | 1,723 | $467K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -0.1% | 1,672 | $467K |
| Continental Investors Services, Inc. | 0.69% | Add +9.2% | 1,618 | $466K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +40.9% | 1,589 | $457K |
| Front Row Advisors LLC | 0.15% | Reduce -7.7% | 1,671 | $453K |
| PTM Wealth Management, LLC | 0.27% | Add +0.2% | 1,570 | $453K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.8% | 1,659 | $450K |
| Brighton Jones LLC | 0.01% | Add +0.2% | 1,651 | $448K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | New | 1,636 | $444K |
| XML Financial, LLC | 0.04% | Add +0.2% | 1,633 | $443K |
| Citizens Financial Group Inc. | 0.01% | Add +83.1% | 1,584 | $429K |
| Mullooly Asset Management, Inc. | 0.16% | Add +0.3% | 1,574 | $427K |
| Delta Investment Management, LLC | 0.08% | Add +0.1% | 1,567 | $425K |
| StoneX Group Inc. | 0.02% | Reduce -84.4% | 1,555 | $422K |
| Fragasso Financial Advisors Inc | 0.03% | Add +0.2% | 1,497 | $419K |
| Buttonwood Financial Advisors Inc. | 0.14% | No change | 1,541 | $418K |
| TruNorth Capital Management, LLC | 0.08% | No change | 1,541 | $418K |
| Rinkey Investments | 0.11% | No change | 1,535 | $416K |
| Savvy Advisors, Inc. | 0.02% | Reduce -7.7% | 1,524 | $413K |
| Verdence Capital Advisors LLC | 0.02% | No change | 1,353 | $411K |
| Larson Financial Group LLC | 0.01% | Add +123.8% | 1,517 | $411K |
| Holderness Investments Co. | 0.08% | No change | 1,509 | $409K |
| Welch & Forbes LLC | 0.00% | No change | 1,509 | $409K |
| Calton & Associates, Inc. | 0.06% | Add +8.9% | 1,508 | $409K |
| Merrion Investment Management Co, LLC | 0.23% | No change | 1,500 | $407K |
| Caprock Group, LLC | 0.01% | — | 1,642 | $403K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -6.6% | 1,484 | $402K |
| Aspiriant, LLC | 0.01% | New | 1,483 | $402K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 1,454 | $394K |
| LM Advisors LLC | 0.06% | No change | 1,429 | $387K |
| Diversified Trust Co. | 0.01% | Reduce -11.3% | 1,407 | $381K |
| Madrona Financial Services, LLC | 0.08% | Add +16.2% | 1,405 | $381K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,395 | $378K |
| Consolidated Portfolio Review Corp | 0.05% | Add +3.3% | 1,393 | $378K |
| PKS Advisory Services, LLC | 0.09% | Add +33.3% | 1,388 | $376K |
| Journey Strategic Wealth LLC | 0.01% | No change | 1,384 | $375K |
| Key Client Fiduciary Advisors, LLC | 0.12% | Add +1.2% | 1,365 | $370K |
| RiverFront Investment Group, LLC | 0.01% | No change | 1,361 | $369K |
| Lowery Thomas, LLC | 0.21% | Add +0.1% | 1,356 | $368K |
| Allie Family Office LLC | 0.17% | No change | 1,338 | $363K |
| Dakota Wealth Management | 0.01% | Reduce -6.2% | 1,336 | $362K |
| Colonial River Investments, LLC | 0.13% | Reduce -12.6% | 1,331 | $361K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -12.6% | 1,331 | $361K |
| Terra Nova Asset Management LLC | 0.23% | New | 1,330 | $361K |
| MWA Asset Management | 0.20% | No change | 1,324 | $359K |
| Crowley Wealth Management, Inc. | 0.28% | Add +12.9% | 1,315 | $357K |
| Regal Investment Advisors LLC | 0.02% | Add +2.3% | 1,299 | $352K |
| Trust Point Inc. | 0.03% | No change | 1,296 | $351K |
| Tsfg, LLC | 0.06% | Reduce -36.7% | 1,292 | $350K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 1,290 | $350K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 1,289 | $350K |
| Interchange Capital Partners, LLC | 0.07% | Reduce -4.7% | 1,282 | $347K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -29.0% | 1,278 | $347K |
| Busey Bank | 0.01% | No change | 1,272 | $345K |
| Gerber, LLC | 0.22% | Add +0.2% | 1,266 | $343K |
| Independent Solutions Wealth Management, LLC | 0.06% | New | 1,257 | $341K |
| Ascentis Independent Advisors | 0.06% | Add +1.8% | 1,252 | $339K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.5% | 1,249 | $339K |
| Well Done, LLC | 0.06% | Add +8.4% | 1,248 | $338K |
| North Star Investment Management Corp. | 0.02% | Add +0.2% | 1,229 | $333K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 1,236 | $333K |
| Choate Investment Advisors | 0.01% | Add +6.3% | 1,226 | $332K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -1.6% | 1,209 | $328K |
| Colonial Trust Co / SC | 0.04% | No change | 1,207 | $327K |
| Titleist Asset Management, LLC | 0.03% | Add +0.8% | 1,204 | $326K |
| Creative Financial Designs Inc. | 0.02% | Reduce -5.4% | 1,201 | $326K |
| JT Stratford LLC | 0.04% | Add +31.0% | 1,201 | $326K |
| Tyche Wealth Partners LLC | 0.06% | No change | 1,191 | $323K |
| Smartleaf Asset Management LLC | 0.02% | No change | 1,200 | $323K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -3.7% | 1,185 | $321K |
| American Institute for Advanced Investment Management, LLP | 0.21% | Add +3.5% | 1,183 | $321K |
| Arrowroot Family Office, LLC | 0.13% | Reduce -48.0% | 1,173 | $318K |
| Liberty Wealth Management LLC | 0.04% | Add +0.4% | 1,169 | $317K |
| Roman Butler Fullerton & Co. | 0.09% | Add +20.1% | 1,022 | $316K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 1,163 | $315K |
| Outlook Wealth Advisors, LLC | 0.08% | No change | 1,152 | $312K |
| IPG Investment Advisors LLC | 0.06% | Add +10.3% | 1,149 | $312K |
| Hazlett, Burt & Watson, Inc. | 0.11% | No change | 1,150 | $311K |
| Winthrop Advisory Group LLC | 0.03% | Add +0.1% | 1,143 | $310K |
| Councilmark Asset Management, LLC | 0.17% | No change | 1,125 | $305K |
| Global View Capital Management LLC | 0.06% | Add +5.6% | 1,113 | $302K |
| Becker Capital Management Inc. | 0.01% | No change | 1,110 | $301K |
| Riverbend Wealth Management, LLC | 0.21% | No change | 1,105 | $300K |
| Fielder Capital Group LLC | 0.07% | No change | 1,104 | $299K |
| Fort Sheridan Advisors LLC | 0.04% | Add +2.8% | 1,093 | $296K |
| Grant Private Wealth Management Inc | 0.18% | New | 1,086 | $294K |
| Waldron Private Wealth LLC | 0.01% | No change | 1,083 | $294K |
| Keel Point, LLC | 0.02% | Reduce -0.6% | 1,078 | $292K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.1% | 1,076 | $292K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,074 | $291K |
| Essex Bank | 0.07% | No change | 1,074 | $291K |
| Dale Q Rice Investment Management Ltd | 0.21% | Reduce -9.1% | 1,003 | $291K |
| LRI Investments, LLC | 0.02% | No change | 1,068 | $290K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -10.3% | 1,058 | $287K |
| Cresset Asset Management, LLC | 0.00% | No change | 1,055 | $286K |
| Regions Financial Corp. | 0.00% | New | 1,052 | $285K |
| Willner & Heller, LLC | 0.22% | Add +12.5% | 1,051 | $285K |
| Novak & Powell Financial Services, Inc. | 0.15% | No change | 1,050 | $285K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 1,050 | $285K |
| ABLE Financial Group, LLC | 0.06% | Add +3.6% | 1,046 | $284K |
| Pathstone Holdings, LLC | 0.00% | New | 1,036 | $281K |
| Sweeney & Michel, LLC | 0.09% | Add +0.2% | 1,030 | $280K |
| Wealth Management Partners, LLC | 0.09% | Add +7.0% | 1,032 | $280K |
| Glenview Trust Co | 0.00% | No change | 1,030 | $279K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -5.4% | 1,029 | $279K |
| AllSquare Wealth Management LLC | 0.15% | Reduce -4.7% | 1,015 | $275K |
| Saxon Interests, Inc. | 0.11% | New | 1,121 | $275K |
| Calydon Capital | 0.04% | Reduce -49.9% | 1,010 | $274K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 934 | $272K |
| Modera Wealth Management, LLC | 0.00% | Add +4.2% | 1,003 | $272K |
| Cresta Advisors, Ltd. | 0.12% | Add +6.5% | 1,000 | $271K |
| Cascade Financial Partners, LLC | 0.03% | No change | 1,000 | $271K |
| Southern Capital Advisors, LLC | 0.13% | Add +0.1% | 996 | $270K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +17.7% | 989 | $268K |
| Sheets Smith Investment Management | 0.17% | New | 988 | $268K |
| PVG Asset Management Corp. | 0.99% | New | 988 | $268K |
| Sculati Wealth Management, LLC | 0.09% | Add +13.9% | 983 | $267K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 949 | $257K |
| Yarger Wealth Strategies, LLC | 0.12% | Add +0.1% | 945 | $256K |
| Chicago Capital, LLC | 0.01% | No change | 939 | $255K |
| Certified Advisory Corp | 0.02% | Add +0.1% | 938 | $254K |
| KERR FINANCIAL PLANNING Corp | 0.36% | — | 877 | $253K |
| Carrera Capital Advisors | 0.05% | Reduce -50.6% | 928 | $252K |
| Detalus Advisors, LLC | 0.06% | New | 919 | $249K |
| Spreng Capital Management, Inc. | 0.10% | No change | 916 | $248K |
| M&T Bank Corp | 0.00% | New | 915 | $248K |
| HF Advisory Group, LLC | 0.09% | Add +5.8% | 906 | $246K |
| Rice Partnership, LLC | 0.03% | No change | 902 | $244K |
| Philadelphia Trust Co. | 0.02% | No change | 899 | $244K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -91.8% | 893 | $242K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -25.4% | 892 | $242K |
| HBW Advisory Services LLC | 0.03% | Reduce -2.2% | 891 | $242K |
| Legacy PCG, LLC | 0.14% | New | 883 | $239K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -15.9% | 875 | $237K |
| Neuberger Berman Group LLC | 0.00% | Reduce -30.5% | 872 | $236K |
| Astoria Portfolio Advisors LLC. | 0.06% | New | 808 | $236K |
| First Financial Group Corp | 0.20% | Reduce -0.6% | 868 | $236K |
| Valmark Advisers, Inc. | 0.00% | Add +0.1% | 865 | $235K |
| Davis Investment Partners, LLC | 0.08% | Add +0.1% | 846 | $234K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.0% | 859 | $233K |
| Ieq Capital, LLC | 0.00% | New | 854 | $232K |
| Private Trust Co. NA | 0.02% | Add +19.8% | 853 | $231K |
| BCS Wealth Management | 0.05% | Reduce -0.7% | 849 | $230K |
| Secure Asset Management, LLC | 0.04% | New | 833 | $230K |
| Ariadne Wealth Management, LP | 0.10% | No change | 795 | $230K |
| Clarus Group, Inc. | 0.08% | New | 835 | $226K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -0.4% | 834 | $226K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -18.9% | 833 | $226K |
| DAVENPORT & Co LLC | 0.00% | Reduce -10.8% | 826 | $224K |
| Institute for Wealth Management, LLC. | 0.02% | New | 822 | $223K |
| GK Wealth Management LLC | 0.16% | New | 813 | $220K |
| Acropolis Investment Management, LLC | 0.01% | New | 923 | $220K |
| Heritage Family Offices, LLP | 0.10% | New | 811 | $220K |
| VestGen Advisors, LLC | 0.01% | New | 807 | $219K |
| Warren Street Wealth Advisors, LLC | 0.07% | New | 800 | $217K |
| Freestone Capital Holdings, LLC | 0.01% | New | 797 | $216K |
| Kane Investment Management, Inc. | 0.10% | New | 790 | $214K |
| Florida Financial Advisors, LLC | 0.07% | New | 787 | $213K |
| Olistico Wealth, LLC | 0.11% | Reduce -0.5% | 785 | $213K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 783 | $212K |
| Prosperity Financial Group, Inc. | 0.08% | New | 780 | $211K |
| Milestone Asset Management Group, LLC | 0.13% | New | 773 | $210K |
| Main Street Research LLC | 0.01% | New | 771 | $209K |
| Brooklyn FI, LLC | 0.05% | New | 767 | $208K |
| Round Rock Advisors LLC | 0.03% | New | 765 | $207K |
| Betterment LLC | 0.00% | New | 757 | $205K |
| Heartwood Wealth Advisors LLC | 0.02% | New | 755 | $205K |
| FOCUS Wealth Advisors, LLC | 0.10% | New | 753 | $204K |
| HCR Wealth Advisors | 0.02% | New | 723 | $204K |
| Wilkins Investment Counsel Inc. | 0.03% | New | 750 | $203K |
| JB Capital LLC | 0.01% | New | 745 | $202K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +51.2% | 741 | $201K |
| Basso Capital Management, L.P. | 0.13% | No change | 739 | $200K |
| Elevate Wealth Advisory, Inc. | 0.14% | Reduce -10.2% | 721 | $196K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.4% | 702 | $190K |
| AlphaCore Capital LLC | 0.01% | No change | 674 | $183K |
| J.Safra Asset Management Corp | 0.01% | No change | 665 | $180K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 660 | $179K |
| Angeles Wealth Management, LLC | 0.01% | No change | 657 | $178K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 645 | $175K |
| Flagship Wealth Advisors, LLC | 0.06% | Reduce -37.3% | 625 | $169K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | New | 617 | $167K |
| Signaturefd, LLC | 0.00% | Reduce -19.0% | 607 | $164K |
| Centaurus Financial, Inc. | 0.01% | New | 602 | $163K |
| Oakworth Capital, Inc. | 0.01% | No change | 600 | $163K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 600 | $163K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.8% | 593 | $161K |
| Tucker Asset Management LLC | 0.05% | New | 562 | $152K |
| Silicon Valley Capital Partners | 0.01% | Add +0.2% | 550 | $149K |
| Tacita Capital Inc | 0.09% | No change | 540 | $146K |
| Matrix Private Capital Group LLC | 0.08% | No change | 530 | $144K |
| Archer Investment Corp | 0.03% | No change | 521 | $141K |
| CENTRAL TRUST Co | 0.00% | Add +1.8% | 505 | $137K |
| Ancora Advisors LLC | 0.00% | No change | 501 | $136K |
| Eastern Bank | 0.00% | Reduce -7.4% | 498 | $135K |
| Provident Wealth Management, LLC | 0.04% | No change | 496 | $134K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.9% | 488 | $132K |
| Clear Investment Research, LLC | 0.17% | No change | 476 | $129K |
| Root Financial Partners, LLC | 0.01% | New | 453 | $123K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 450 | $122K |
| Trust Co. of Toledo NA | 0.01% | No change | 450 | $122K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 445 | $121K |
| WFA of San Diego, LLC | 0.08% | Add +16.4% | 426 | $115K |
| Trust Co. of Vermont | 0.00% | No change | 400 | $108K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 400 | $108K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 395 | $107K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -19.1% | 380 | $103K |
| Capital Analysts, LLC | 0.00% | No change | 376 | $102K |
| Optimum Investment Advisors | 0.04% | No change | 361 | $98K |
| IAG Wealth Partners, LLC | 0.01% | Add +2.6% | 351 | $95K |
| Lanark Financial, Inc. | 0.01% | Add +12.9% | 349 | $95K |
| Salem Investment Counselors Inc. | 0.00% | No change | 348 | $94K |
| Canton Hathaway, LLC | 0.02% | No change | 348 | $94K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -76.7% | 343 | $93K |
| NFSG Corp | 0.01% | Add +0.3% | 339 | $92K |
| Mather Group, Llc. | 0.00% | New | 338 | $92K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 332 | $90K |
| Valley National Advisers Inc. | 0.01% | No change | 333 | $90K |
| Roxbury Financial LLC | 0.08% | No change | 327 | $89K |
| Advanced Asset Management Advisors Inc | 0.02% | No change | 311 | $84K |
| Fortitude Family Office, LLC | 0.02% | No change | 306 | $83K |
| Clearstead Advisors, LLC | 0.00% | No change | 302 | $82K |
| Wallace Hart LLC | 0.06% | New | 278 | $75K |
| Creekmur Asset Management LLC | 0.01% | No change | 273 | $74K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 261 | $73K |
| AdvisorNet Financial, Inc | 0.00% | No change | 263 | $71K |
| Raffa Wealth Management, LLC | 0.01% | No change | 252 | $68K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 247 | $67K |
| Parkside Financial Bank & Trust | 0.01% | No change | 240 | $65K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.9% | 234 | $63K |
| Koesten, Hirschmann & Crabtree, INC. | 0.03% | No change | 214 | $58K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 213 | $58K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 210 | $57K |
| EPG Wealth Management LLC | 0.02% | No change | 210 | $57K |
| Guerra Advisors Inc | 0.02% | New | 209 | $57K |
| CX Institutional | 0.00% | Reduce -89.7% | 197 | $53K |
| Russell Investments Group, Ltd. | 0.00% | No change | 192 | $52K |
| GAMMA Investing LLC | 0.00% | No change | 186 | $50K |
| Tortoise Investment Management, LLC | 0.00% | No change | 177 | $48K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -78.5% | 175 | $48K |
| Morse Asset Management, Inc | 0.01% | No change | 167 | $45K |
| HM Payson & Co. | 0.00% | Add +82.4% | 166 | $45K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 162 | $44K |
| Crews Bank & Trust | 0.01% | No change | 159 | $43K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 156 | $42K |
| Blue Trust, Inc. | 0.00% | Add +39.6% | 155 | $42K |
| Wellington Shields & Co., LLC | 0.01% | New | 150 | $41K |
| Truvestments Capital LLC | 0.01% | No change | 150 | $41K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 150 | $41K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $41K |
| Turim 21 Investimentos Ltda. | 0.01% | New | 2,450 | $39K |
| Johnson Financial Group, Inc. | 0.00% | No change | 135 | $37K |
| Hollencrest Capital Management | 0.00% | No change | 133 | $36K |
| Strategic Advocates LLC | 0.01% | New | 131 | $35K |
| Allianz SE | 0.00% | No change | 128 | $35K |
| Financial Consulate, Inc. | 0.00% | New | 127 | $34K |
| Compass Financial Services Inc | 0.01% | No change | 116 | $31K |
| SJS Investment Consulting Inc. | 0.00% | No change | 112 | $30K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 105 | $28K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $27K |
| Copia Wealth Management | 0.02% | Reduce -11.1% | 96 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 95 | $26K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | New | 91 | $25K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 90 | $24K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 88 | $24K |
| SYM FINANCIAL Corp | 0.00% | No change | 83 | $23K |
| Glassman Wealth Services | 0.00% | New | 81 | $22K |
| Toronto Dominion Bank | 0.00% | Add +27.0% | 80 | $22K |
| Abound Wealth Management | 0.01% | Add +550.0% | 78 | $21K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 75 | $20K |
| Topsail Wealth Management, LLC | 0.00% | No change | 75 | $20K |
| First PREMIER Bank | 0.00% | No change | 75 | $20K |
| Integrity Financial Corp | 0.01% | No change | 72 | $20K |
| American Capital Advisory, LLC | 0.01% | No change | 72 | $20K |
| Mma Asset Management LLC | 0.01% | New | 71 | $19K |
| ORG Partners LLC | 0.00% | New | 65 | $18K |
| First Command Advisory Services, Inc. | 0.00% | New | 62 | $17K |
| Realta Investment Advisors | 0.01% | Add +306.7% | 61 | $17K |
| Gould Capital, LLC | 0.01% | Reduce -15.3% | 50 | $14K |
| Evolution Wealth Management Inc. | 0.01% | No change | 50 | $14K |
| Biltmore Family Office, LLC | 0.00% | No change | 50 | $14K |
| Perkins Coie Trust Co | 0.00% | New | 46 | $12K |
| Coston, McIsaac & Partners | 0.00% | No change | 47 | $12K |
| Kiker Wealth Management, LLC | 0.01% | No change | 40 | $11K |
| CVA Family Office, LLC | 0.00% | No change | 39 | $11K |
| New Millennium Group LLC | 0.00% | Add +31.0% | 38 | $10K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -44.8% | 37 | $10K |
| Absher Wealth Management, LLC | 0.00% | New | 37 | $10K |
| Nemes Rush Group LLC | 0.00% | No change | 37 | $10K |
| Financial Life Planners | 0.01% | New | 36 | $10K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 36 | $10K |
| Gen-Wealth Partners Inc | 0.00% | New | 30 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 30 | $8K |
| Centerpoint Advisors, LLC | 0.00% | No change | 30 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $8K |
| St Germain D J Co. Inc. | 0.00% | No change | 29 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 28 | $8K |
| Wealth Watch Advisors, INC | 0.00% | New | 28 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 24 | $7K |
| Highline Wealth Partners LLC | 0.00% | Reduce -45.2% | 23 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 23 | $6K |
| Bollard Group LLC | 0.00% | No change | 23 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 20 | $5K |
| Sawyer & Company, Inc | 0.00% | No change | 21 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -14.3% | 18 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 16 | $4K |
| Noble Wealth Management PBC | 0.00% | — | 15 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 13 | $4K |
| American National Bank & Trust | 0.00% | New | 14 | $4K |
| Goodman Advisory Group, LLC | 0.00% | No change | 13 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 12 | $3K |
| Nvwm, LLC | 0.00% | New | 9 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 7 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 4 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.9% | 4 | $1K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 4 | $862 |
| West Branch Capital LLC | 0.00% | No change | 3 | $649 |
| Arcadia Investment Management Corp. | 0.00% | No change | 2 | $543 |
| NWK Group, Inc. | 0.00% | New | 2 | $542 |
| Painted Porch Advisors LLC | 0.00% | New | 1 | $271 |
"% of holder's portfolio" is SOXX's weight in each manager's 13F, not the share of iShares Semiconductor ETF the manager owns.