iShares Semiconductor ETFSOXXETF
13F holders, Q2 2026 (June 30)1,188holders +256
297new positions
43sold out
5famous investors
$636.27avg. 13F price*
At the end of Q2 2026, 1,188 institutions reported holding iShares Semiconductor ETF (SOXX) in their 13F filings, up 256 from Q1 2026. 297 opened new positions and 43 sold out. The largest holders were Goldman Sachs Group Inc. ($2.3B), Bank of America Corp. ($1.9B) and Susquehanna International Group, LLP ($1.5B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- iShares Semiconductor ETF
- CUSIP
- 464287523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 297 | $1.4B |
| Exits | 43 | $335.6M |
All 13F filers, Q1 2026 → Q2 2026: 7,461,482 shares bought and 5,715,742 shares sold, net +1,745,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,188 holders
| Goldman Sachs Group Inc. | 0.24% | Add +6.3% | 3,600,515 | $2.3B |
| Bank of America Corp. | 0.12% | Reduce -4.8% | 2,966,152 | $1.9B |
| Susquehanna International Group, LLP | 1.32% | Add +60.5% | 2,317,691 | $1.5B |
| Morgan Stanley | 0.06% | Reduce -15.8% | 1,880,266 | $1.2B |
| BNP Paribas Financial Markets | 0.58% | Reduce -7.5% | 1,713,408 | $1.1B |
| Healthcare of Ontario Pension Plan Trust Fund | 1.13% | Add +108.5% | 1,230,000 | $788.1M |
| LPL Financial LLC | 0.16% | Add +1.7% | 1,096,518 | $702.6M |
| UBS Group AG | 0.10% | Reduce -18.2% | 950,687 | $609.2M |
| Holocene Advisors, LP | 1.11% | New | 760,000 | $487.0M |
| Wells Fargo & Company | 0.08% | Add +1.5% | 757,927 | $485.6M |
| Harel Insurance Investments & Financial Services Ltd. | 2.32% | Add +59082.2% | 742,736 | $475.9M |
| Analyst IMS Investment Management Services Ltd. | 8.51% | Add +183.7% | 571,693 | $366.3M |
| Barclays PLC | 0.09% | Add +95.7% | 466,096 | $298.7M |
| Rockefeller Capital Management L.P. | 0.43% | Add +6.5% | 433,699 | $277.9M |
| Alkeon Capital Management LLC | 0.92% | Add +19.5% | 371,200 | $237.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.45% | Add +185.7% | 367,193 | $235.3M |
| Foundations Investment Advisors, LLC | 2.40% | Reduce -12.5% | 364,192 | $233.4M |
| Royal Bank of Canada | 0.04% | Reduce -17.2% | 358,985 | $230.0M |
| Donaldson Capital Management, LLC | 5.59% | Add +1.1% | 304,880 | $195.4M |
| National Bank of Canada | 0.16% | Add +64.4% | 285,325 | $182.6M |
| Raymond James Financial Inc. | 0.05% | Reduce -6.2% | 271,837 | $174.2M |
| Ameriprise Financial Inc. | 0.03% | Add +11.8% | 256,209 | $163.9M |
| Commonwealth Equity Services, LLC | 0.19% | Add +4.6% | 241,515 | $154.8M |
| Howard Capital Management, LLC | 1.77% | Reduce -0.1% | 232,236 | $148.8M |
| Osaic Holdings, Inc. | 0.16% | Reduce -16.4% | 218,332 | $140.0M |
| Quadrature Capital Ltd | 1.11% | Add +108.4% | 203,207 | $130.2M |
| Y.D. More Investments Ltd | 4.03% | Add +27.1% | 202,142 | $129.5M |
| Jones Financial Companies LLLP | 0.05% | Add +18.1% | 215,914 | $127.4M |
| JPMorgan Chase & Co. | 0.01% | Add +8.2% | 203,236 | $124.9M |
| Cetera Investment Advisers | 0.11% | Add +6.5% | 192,870 | $123.6M |
| Bank of Nova Scotia | 0.19% | Reduce -77.5% | 191,687 | $122.8M |
| MML Investors Services, LLC | 0.25% | Add +13.7% | 191,249 | $122.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -7.9% | 189,891 | $121.7M |
| Schroder Investment Management Group | 0.09% | Add +68.2% | 195,400 | $120.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.74% | Add +53.8% | 186,620 | $118.7M |
| Citigroup Inc. | 0.05% | Reduce -67.5% | 184,015 | $117.9M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +2.2% | 176,823 | $113.3M |
| Daiichi Life Insurance Co., Ltd. | 2.63% | New | 175,710 | $112.6M |
| Noked Israel Ltd | 11.57% | Reduce -49.9% | 175,070 | $112.2M |
| Brown Advisory Inc. | 0.17% | Add +7384.6% | 171,024 | $109.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.7% | 163,012 | $104.5M |
| Wealthspire Advisors, LLC | 0.57% | Add +1416.9% | 161,642 | $103.6M |
| Simplex Trading, LLC | 2.70% | Add +38.9% | 161,532 | $103.5M |
| FIL Ltd | 0.06% | Reduce -67.4% | 138,598 | $88.8M |
| Corient Private Wealth LP | 0.11% | Reduce -1.2% | 124,691 | $79.9M |
| Greenwood Gearhart LLC | 3.45% | Reduce -1.4% | 115,823 | $74.2M |
| Elo Mutual Pension Insurance Co | 0.93% | Reduce -63.4% | 112,320 | $72.0M |
| Integrated Wealth Concepts LLC | 0.47% | Reduce -0.7% | 111,726 | $71.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.90% | Reduce -16.9% | 111,185 | $71.2M |
| Thrivent Financial for Lutherans | 0.12% | Add +628.1% | 110,838 | $71.0M |
| Wellspring Financial Advisors, LLC | 4.61% | Reduce -28.1% | 109,196 | $70.0M |
| HighTower Advisors, LLC | 0.07% | Reduce -8.1% | 108,888 | $69.8M |
| Horizon Investments, LLC | 0.71% | New | 101,355 | $64.9M |
| Exchange Traded Concepts, LLC | 0.32% | New | 101,355 | $64.9M |
| Truist Financial Corp. | 0.08% | Add +5.6% | 101,270 | $64.9M |
| Stifel Financial Corp. | 0.05% | Add +0.9% | 98,074 | $62.8M |
| Edmond DE Rothschild Holding S.A. | 0.80% | Reduce -46.6% | 95,280 | $61.1M |
| Steward Partners Investment Advisory, LLC | 0.29% | Add +144.1% | 88,474 | $56.7M |
| First Manhattan Co. Llc. | 0.14% | Reduce -15.8% | 85,294 | $54.7M |
| Traynor Capital Management, Inc. | 2.57% | Add +182.8% | 85,270 | $54.6M |
| HRT Financial LP | 0.10% | Add +1097.0% | 82,542 | $52.9M |
| Yarbrough Capital, LLC | 1.58% | No change | 82,383 | $52.8M |
| Focus Partners Wealth | 0.05% | Reduce -10.1% | 79,278 | $50.8M |
| SG Americas Securities, LLC | 0.03% | Reduce -9.0% | 75,671 | $48.5M |
| Mariner, LLC | 0.05% | Reduce -8.7% | 71,155 | $45.6M |
| Oppenheimer & Co. Inc. | 0.48% | Reduce -0.3% | 70,842 | $45.4M |
| Captrust Financial Advisors | 0.07% | Reduce -2.8% | 68,232 | $43.7M |
| TRUE Private Wealth Advisors | 3.74% | Add +0.5% | 67,709 | $43.4M |
| Hel Ved Capital Management Ltd | 5.87% | New | 65,000 | $41.6M |
| Bank of Montreal | 0.01% | Reduce -74.7% | 62,090 | $39.8M |
| TD Waterhouse Canada Inc. | 0.10% | Add +1.7% | 65,681 | $39.3M |
| Wealthfront Advisers LLC | 0.08% | Add +26.4% | 61,114 | $39.2M |
| Jump Financial, LLC | 0.38% | Reduce -33.8% | 60,530 | $38.8M |
| Advisory Services Network, LLC | 0.41% | Reduce -15.1% | 56,189 | $36.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +4.9% | 60,324 | $35.1M |
| Arax Advisory Partners | 0.23% | Add +2790.2% | 54,595 | $35.0M |
| Independent Financial Group, LLC | 0.62% | Add +61.8% | 51,635 | $33.1M |
| Commerce Bank | 0.14% | Reduce -6.4% | 51,484 | $33.0M |
| Kestra Advisory Services, LLC | 0.10% | Add +0.6% | 50,367 | $32.3M |
| Allianz Asset Management GmbH | 0.03% | New | 50,230 | $32.2M |
| Cadent Capital Advisors, LLC | 6.57% | Reduce -1.1% | 49,460 | $31.7M |
| Bank Hapoalim BM | 2.17% | Reduce -9.1% | 49,285 | $31.6M |
| United Asset Strategies, Inc. | 2.22% | Reduce -16.9% | 48,982 | $31.4M |
| Marks Wealth, LLC | 6.78% | New | 48,876 | $31.3M |
| Jane Street Group, LLC | 0.02% | Reduce -91.8% | 48,474 | $31.1M |
| Walleye Trading LLC | 0.41% | Add +465.6% | 45,991 | $29.5M |
| Financial Partners Group, Inc | 2.99% | Reduce -5.1% | 45,977 | $29.5M |
| 360 Financial, Inc. | 7.23% | Add +262.9% | 44,450 | $28.5M |
| MinichMacGregor Wealth Management, LLC | 4.16% | Reduce -28.6% | 42,749 | $27.4M |
| Squarepoint Ops LLC | 0.05% | Add +2421.8% | 41,610 | $26.7M |
| Redstone Wealth Management, LLC | 17.29% | Reduce -23.8% | 41,353 | $26.5M |
| Janney Montgomery Scott LLC | 0.05% | Add +2.9% | 40,848 | $26.2M |
| Equitable Holdings, Inc. | 0.15% | Reduce -25.2% | 40,098 | $25.7M |
| Horizon Wealth Management, LLC | 3.27% | New | 40,036 | $25.7M |
| Parallax Volatility Advisers, L.P. | 1.16% | Add +207.4% | 39,929 | $25.6M |
| Galvin, Gaustad & Stein, LLC | 1.87% | Reduce -15.6% | 38,965 | $25.0M |
| Legacy Edge Advisors, LLC | 2.29% | Reduce -16.1% | 38,947 | $25.0M |
| Capital Investment Counsel, LLC | 3.01% | Reduce -3.0% | 37,945 | $24.3M |
| Lowe Brockenbrough & Co. Inc. | 1.06% | Add +14.2% | 37,319 | $23.9M |
| Toth Financial Advisory Corp. | 2.25% | Reduce -6.9% | 35,903 | $23.0M |
| Klingenstein Fields & Co. LP | 0.79% | New | 35,340 | $22.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.43% | Reduce -83.0% | 35,285 | $22.6M |
| Chicago Wealth Management, Inc. | 8.00% | Reduce -23.5% | 35,178 | $22.5M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6.32% | New | 34,995 | $22.4M |
| Private Advisor Group, LLC | 0.10% | Reduce -11.1% | 34,854 | $22.3M |
| Gray Foundation | 4.85% | No change | 34,371 | $22.0M |
| Nissay Asset Management Corp. /Japan | 0.09% | Reduce -12.2% | 34,231 | $21.9M |
| Novare Capital Management LLC | 1.54% | Reduce -0.1% | 33,764 | $21.6M |
| Mackenzie Financial Corp. | 0.02% | Add +1.1% | 32,066 | $20.5M |
| KCM Investment Advisors LLC | 0.61% | Reduce -11.3% | 31,825 | $20.4M |
| Spinnaker Trust | 0.97% | Add +12.3% | 31,334 | $20.1M |
| Legend Financial Advisors, Inc. | 11.16% | Reduce -29.2% | 30,649 | $19.6M |
| Kestra Private Wealth Services, LLC | 0.22% | Reduce -2.6% | 30,579 | $19.6M |
| Rakuten Investment Management, Inc. | 0.06% | Reduce -45.1% | 31,297 | $19.2M |
| Maniro Ltd | 4.24% | Add +49.3% | 29,472 | $18.9M |
| NewEdge Advisors, LLC | 0.06% | Add +26.9% | 29,227 | $18.7M |
| MSA Advisors, LLC | 4.78% | New | 28,965 | $18.6M |
| Fulton Bank, N.A. | 0.57% | Add +2.3% | 28,909 | $18.5M |
| Diversify Advisory Services, LLC | 0.31% | New | 35,355 | $18.3M |
| Diversify Wealth Management, LLC | 0.31% | Add +119.8% | 35,355 | $18.3M |
| Ayalon Insurance Comp Ltd. | 2.21% | New | 28,100 | $18.0M |
| Absolute Capital Management, LLC | 4.45% | No change | 27,850 | $17.8M |
| Cibc World Market Inc. | 0.03% | Add +27.9% | 27,514 | $17.6M |
| Allen Mooney & Barnes Investment Advisors LLC | 2.67% | New | 27,349 | $17.5M |
| Meridian Wealth Management, LLC | 0.53% | Reduce -7.1% | 26,698 | $17.1M |
| Creative Planning | 0.01% | Add +15.1% | 26,652 | $17.1M |
| Spirepoint Private Client, LLC | 1.37% | New | 26,384 | $16.9M |
| Anson Funds Management LP | 1.59% | New | 26,300 | $16.9M |
| Prospera Financial Services Inc | 0.24% | Reduce -33.3% | 26,159 | $16.8M |
| Ariose Capital Management Ltd | 7.15% | New | 26,127 | $16.7M |
| CMH Wealth Management LLC | 2.51% | Reduce -2.7% | 25,661 | $16.4M |
| Sanctuary Advisors, LLC | 0.07% | Add +0.1% | 24,771 | $15.9M |
| MAI Capital Management | 0.06% | Reduce -6.0% | 24,160 | $15.5M |
| Baird Financial Group, Inc. | 0.02% | Add +12.7% | 23,882 | $15.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -22.6% | 23,404 | $15.0M |
| Silverleafe Capital Partners, LLC | 4.06% | Reduce -1.9% | 23,239 | $14.9M |
| Park Avenue Securities LLC | 0.09% | Add +9.4% | 23,193 | $14.9M |
| Pictet Asset Management Holding SA | 0.01% | New | 23,470 | $14.6M |
| AdvisorNet Financial, Inc | 0.66% | Reduce -9.3% | 22,586 | $14.5M |
| Stonebridge Financial Group, LLC | 2.00% | — | 22,574 | $14.5M |
| Valley Wealth Managers, Inc. | 0.82% | Add +92.5% | 22,055 | $14.1M |
| Alexander Labrunerie & Co., Inc. | 4.99% | Reduce -4.5% | 22,017 | $14.1M |
| Concord Investment Counsel Inc. | 3.85% | Add +0.6% | 22,108 | $14.1M |
| IFP Advisors, Inc | 0.25% | Reduce -2.7% | 21,936 | $14.1M |
| Group One Trading LLC | 0.40% | New | 21,841 | $14.0M |
| Cottonwood Capital Advisors, LLC | 8.42% | Reduce -18.9% | 21,813 | $14.0M |
| Dynamic Advisor Solutions LLC | 0.39% | Reduce -1.7% | 21,586 | $13.8M |
| SteelPeak Wealth, LLC | 0.36% | Add +10.0% | 21,364 | $13.7M |
| Moore Capital Management, LP | 0.32% | New | 21,275 | $13.6M |
| Wellington Shields Capital Management, LLC | 1.70% | Reduce -9.4% | 20,887 | $13.4M |
| Woodmont Investment Counsel LLC | 0.72% | Reduce -0.7% | 20,653 | $13.2M |
| Quantinno Capital Management LP | 0.02% | Add +35.8% | 20,458 | $13.1M |
| Spire Wealth Management | 0.39% | Reduce -22.6% | 20,276 | $13.0M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +32.4% | 19,927 | $12.8M |
| RFG Advisory, LLC | 0.19% | Add +319.1% | 19,219 | $12.3M |
| Evolution Wealth Advisors, LLC | 1.43% | Add +69.3% | 19,140 | $12.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +43.2% | 19,096 | $12.2M |
| ExodusPoint Capital Management, LP | 0.11% | New | 19,051 | $12.2M |
| Marvin & Palmer Associates Inc. | 7.58% | New | 18,797 | $12.0M |
| Harbor Advisory Corp. | 3.22% | Reduce -39.5% | 18,785 | $12.0M |
| Sava Penzisko Drushtvo A.D. Skopje | 3.16% | Add +294.8% | 165,825 | $11.9M |
| Geremia Financial Services, LLC | 12.52% | Reduce -44.1% | 18,422 | $11.8M |
| Parker Investment Management, LLC | 1.41% | Add +1189.6% | 18,171 | $11.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +0.4% | 18,104 | $11.6M |
| William Blair Investment Management, LLC | 0.03% | New | 17,641 | $11.3M |
| Avaii Wealth Management, LLC | 3.32% | Reduce -29.4% | 17,617 | $11.3M |
| Peachtree Investment Partners, LLC | 3.59% | New | 17,499 | $11.2M |
| Elevation Point Wealth Partners, LLC | 0.21% | Reduce -1.7% | 17,261 | $11.1M |
| Kingsview Wealth Management, LLC | 0.13% | Add +2.3% | 17,070 | $10.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -60.0% | 16,968 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +17.6% | 16,808 | $10.8M |
| Strategic Blueprint, LLC | 0.53% | Reduce -5.1% | 16,614 | $10.6M |
| CTC Alternative Strategies, Ltd. | 15.34% | New | 16,600 | $10.6M |
| Integrated Capital Management, LLC | 3.81% | Add +2.2% | 16,506 | $10.6M |
| FMR LLC | 0.00% | Add +20.2% | 16,506 | $10.6M |
| Martin & Co. Inc. | 1.62% | Reduce -0.7% | 16,191 | $10.4M |
| EP Wealth Advisors, LLC | 0.04% | Add +108.2% | 15,833 | $10.1M |
| Merit Financial Group, LLC | 0.06% | Add +8.7% | 15,696 | $10.1M |
| &partners | 0.04% | Add +7.9% | 15,627 | $10.0M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -3.1% | 15,556 | $10.0M |
| Well Done, LLC | 1.33% | Reduce -28.1% | 15,472 | $9.9M |
| Sowell Financial Services LLC | 0.32% | Add +1.3% | 15,471 | $9.9M |
| Wharton Business Group, LLC | 0.33% | Reduce -3.4% | 15,330 | $9.8M |
| Conservest Capital Advisors, Inc. | 0.78% | Add +8.0% | 15,290 | $9.8M |
| Family Legacy, Inc. | 2.61% | Reduce -1.9% | 15,286 | $9.8M |
| Harbour Investments, Inc. | 0.13% | Add +6.3% | 15,049 | $9.6M |
| Lake Hills Wealth Management, LLC | 4.37% | Reduce -53.2% | 14,996 | $9.6M |
| Beacon Financial Planning, Inc. | 3.26% | Reduce -1.8% | 14,994 | $9.6M |
| BlackRock, Inc. | 0.00% | Add +19.9% | 14,972 | $9.6M |
| J.W. Cole Advisors, Inc. | 0.16% | New | 14,934 | $9.6M |
| Lido Advisors, LLC | 0.03% | Reduce -15.0% | 14,817 | $9.5M |
| KKM Financial LLC | 1.30% | Reduce -3.3% | 14,772 | $9.5M |
| PFG Advisors | 0.47% | Reduce -34.2% | 14,468 | $9.3M |
| Tepp RIA, LLC | 6.28% | New | 14,465 | $9.3M |
| Anchor Investment Management, LLC | 0.69% | Reduce -19.3% | 14,267 | $9.1M |
| Wall Street Financial Group, Inc. | 4.85% | Reduce -15.4% | 14,168 | $9.1M |
| Union Bancaire Privee, UBP SA | 0.10% | Add +188.8% | 17,029 | $9.1M |
| Money Concepts Capital Corp. | 0.42% | Add +4.5% | 14,132 | $9.1M |
| Destination Wealth Management | 0.21% | Add +0.2% | 13,929 | $8.9M |
| Alley Investment Management Company, LLC | 1.04% | New | 13,916 | $8.9M |
| Commonwealth Financial Services, LLC | 1.20% | Reduce -15.0% | 13,895 | $8.9M |
| Global Wealth Strategies & Associates | 1.69% | Add +3.9% | 13,880 | $8.9M |
| Alaska Permanent Capital Management, LLC | 0.58% | Reduce -27.8% | 13,740 | $8.8M |
| Summit Financial, LLC | 0.10% | Add +16.9% | 13,682 | $8.8M |
| JPL Wealth Management, LLC | 1.72% | Reduce -17.2% | 13,560 | $8.7M |
| Blair William & Co. | 0.02% | Reduce -52.3% | 13,523 | $8.7M |
| Adams Wealth Management | 1.65% | Reduce -26.3% | 13,467 | $8.6M |
| CacheTech Inc. | 1.40% | Reduce -26.3% | 13,467 | $8.6M |
| Lighthouse Investment Partners, LLC | 0.27% | New | 13,412 | $8.6M |
| Thoroughbred Financial Services, LLC | 0.41% | Add +0.3% | 13,300 | $8.5M |
| Sharper & Granite LLC | 2.59% | Reduce -12.7% | 13,026 | $8.3M |
| Goldstream Capital Management Ltd | 9.90% | New | 12,961 | $8.3M |
| Dala Group, LLC | 6.84% | Reduce -12.3% | 12,961 | $8.3M |
| Aprio Wealth Management, LLC | 0.40% | Reduce -0.6% | 12,768 | $8.2M |
| Procyon Advisors, LLC | 0.35% | Add +1227.2% | 12,701 | $8.1M |
| Meitav Investment House Ltd. | 0.05% | New | 12,499 | $8.0M |
| Midwest Financial Group LLC | 2.76% | Reduce -22.0% | 12,286 | $7.9M |
| Theory Financial LLC | 2.48% | Reduce -7.9% | 12,271 | $7.9M |
| Klingman & Associates, LLC | 0.33% | Reduce -14.3% | 11,969 | $7.7M |
| Magnus Financial Group LLC | 0.54% | Add +1.7% | 11,916 | $7.6M |
| Grandview Asset Management LLC | 1.89% | Add +18.2% | 11,848 | $7.6M |
| Tower Research Capital LLC (TRC) | 0.19% | Add +8551.8% | 11,853 | $7.6M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -4.4% | 11,975 | $7.6M |
| Fifth Third Bancorp | 0.01% | Add +7.3% | 11,700 | $7.5M |
| Monument Capital Management | 1.51% | New | 11,694 | $7.5M |
| Krilogy Financial LLC | 0.22% | Add +2.2% | 11,591 | $7.4M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -13.0% | 11,473 | $7.4M |
| AQR Capital Management | 0.00% | Reduce -1.3% | 11,465 | $7.3M |
| Coral Wealth Management, LLC | 5.86% | New | 11,163 | $7.2M |
| RWQ Financial Management Services, Inc. | 3.45% | New | 11,155 | $7.1M |
| OneDigital Investment Advisors LLC | 0.06% | Add +460.6% | 11,033 | $7.1M |
| Ewa, LLC | 1.29% | Reduce -16.8% | 11,015 | $7.1M |
| RH Tailwind Management, LLC | 3.29% | New | 11,000 | $7.0M |
| Maxele Advisors, LLC | 4.92% | — | 10,998 | $7.0M |
| Vision Retirement, LLC | 1.70% | Add +2.0% | 10,964 | $7.0M |
| PFG Investments, LLC | 0.27% | Add +0.4% | 10,892 | $7.0M |
| Banco Santander, S.A. | 0.04% | Reduce -0.1% | 10,839 | $6.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +29.9% | 11,043 | $6.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.16% | Reduce -92.2% | 10,549 | $6.8M |
| Cavalier Investments, LLC | 2.43% | Reduce -3.2% | 10,292 | $6.6M |
| Koshinski Asset Management, Inc. | 0.35% | Add +0.8% | 10,126 | $6.5M |
| Steele Capital Management, Inc. | 0.24% | New | 10,121 | $6.5M |
| Optiver Holding B.V. | 0.09% | New | 10,039 | $6.4M |
| Advyzon Investment Management, LLC | 0.47% | New | 10,008 | $6.4M |
| SBI Okasan Asset Management Co.Ltd. | 0.21% | Reduce -60.5% | 10,390 | $6.4M |
| Osbon Capital Management LLC | 4.96% | Reduce -0.2% | 9,857 | $6.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +26.7% | 9,813 | $6.3M |
| Scotia Capital Inc. | 0.02% | Reduce -4.9% | 9,683 | $6.2M |
| Cerity Partners LLC | 0.01% | Add +40.3% | 9,614 | $6.2M |
| Washington Growth Strategies LLC | 3.40% | Add +3.2% | 9,548 | $6.1M |
| Atria Investments, Inc | 0.06% | Reduce -12.4% | 9,544 | $6.1M |
| Hudson Bay Capital Management LP | 0.03% | Add +237.1% | 9,527 | $6.1M |
| Laurel Oak Wealth Management, LLC | 0.89% | Reduce -6.9% | 9,521 | $6.1M |
| Moss Adams Wealth Advisors LLC | 0.38% | Reduce -23.7% | 9,518 | $6.1M |
| Matrix Trust Co | 0.88% | Reduce -3.7% | 9,479 | $6.1M |
| Mesirow Financial Investment Management, Inc. | 0.10% | Add +1.6% | 9,475 | $6.1M |
| Keybank National Association | 0.02% | No change | 9,328 | $6.0M |
| Kapitalo Investimentos Ltda | 0.46% | New | 9,200 | $5.9M |
| Composition Wealth, LLC | 0.07% | Reduce -17.3% | 9,197 | $5.9M |
| Green Ridge Wealth Planning LLC | 2.43% | Reduce -31.1% | 9,028 | $5.8M |
| Prosperity Consulting Group, LLC | 0.22% | Reduce -5.9% | 9,016 | $5.8M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -7.1% | 9,002 | $5.8M |
| 1 North Wealth Services LLC | 1.86% | Reduce -35.9% | 8,876 | $5.7M |
| Focus Financial Network, Inc. | 0.17% | Reduce -14.2% | 8,798 | $5.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.28% | Reduce -15.0% | 8,794 | $5.6M |
| Mutual Advisors, LLC | 0.11% | Reduce -5.2% | 8,773 | $5.6M |
| VestGen Advisors, LLC | 0.16% | Reduce -7.9% | 8,716 | $5.6M |
| Tudor Financial Inc. | 2.49% | Reduce -1.4% | 8,650 | $5.5M |
| Benjamin Edwards Inc. | 0.05% | Reduce -47.8% | 8,623 | $5.5M |
| Condor Capital Management | 0.41% | Reduce -4.1% | 8,564 | $5.5M |
| Gallagher Fiduciary Advisors, LLC | 0.18% | Reduce -8.8% | 8,513 | $5.5M |
| US Bancorp \de | 0.01% | Reduce -40.1% | 8,402 | $5.4M |
| Stephens Inc. | 0.06% | Reduce -0.3% | 8,243 | $5.3M |
| Insight Wealth Partners, LLC | 0.70% | Add +3.7% | 8,117 | $5.2M |
| Pennsylvania Capital Management Inc. | 1.30% | Reduce -0.4% | 7,990 | $5.1M |
| Kovack Advisors, Inc. | 0.24% | Add +9.3% | 8,291 | $5.1M |
| William John Sempolinski | 2.05% | Add +11.3% | 7,906 | $5.1M |
| Armor Investment Advisors, LLC | 1.62% | Reduce -2.4% | 7,897 | $5.1M |
| VMS Asset Management Limited | 1.61% | New | 7,890 | $5.1M |
| NewEdge Wealth, LLC | 0.05% | Add +3.0% | 7,875 | $5.0M |
| Comprehensive Financial Planning, Inc. | 2.67% | Add +13.2% | 7,820 | $5.0M |
| AAFMAA Wealth Management & Trust LLC | 1.73% | Add +4.0% | 7,739 | $5.0M |
| Pioneer Family Office, LLC | 2.50% | New | 7,585 | $4.9M |
| Twin Focus Capital Partners, LLC | 0.49% | Add +6.6% | 7,576 | $4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.9% | 7,572 | $4.9M |
| Essex Financial Services, Inc. | 0.24% | Reduce -1.1% | 7,566 | $4.8M |
| Mirabaud & Cie SA | 1.93% | No change | 7,500 | $4.8M |
| Principal Securities, Inc. | 0.06% | Add +45.8% | 7,469 | $4.8M |
| Concentrum Wealth Management | 1.14% | Reduce -2.5% | 7,444 | $4.8M |
| Washburn Capital Management, Inc. | 2.33% | Add +32.9% | 7,375 | $4.7M |
| Corrado Advisors, LLC | 2.17% | Reduce -2.3% | 7,346 | $4.7M |
| Ibex Wealth Advisors | 0.37% | Reduce -0.4% | 7,308 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +7.5% | 7,298 | $4.7M |
| Modern Wealth Management, LLC | 0.06% | Reduce -1.3% | 7,255 | $4.6M |
| High Point Wealth Management, LLC | 3.85% | Add +6.4% | 7,205 | $4.6M |
| Avior Wealth Management, LLC | 0.12% | Reduce -1.6% | 7,130 | $4.6M |
| Keystone Financial Group | 0.27% | Add +4.6% | 7,056 | $4.5M |
| Franklin Resources Inc. | 0.00% | Add +0.0% | 7,056 | $4.5M |
| First International Bank of Israel Ltd. | 1.23% | Reduce -35.0% | 7,055 | $4.5M |
| Mgo One Seven LLC | 0.07% | Add +241.8% | 7,008 | $4.5M |
| CreativeOne Wealth, LLC | 0.10% | Add +74.7% | 7,008 | $4.5M |
| Stonebridge Financial Planning Group, LLC | 1.43% | Reduce -3.1% | 6,996 | $4.5M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -4.3% | 6,981 | $4.5M |
| Allworth Financial LP | 0.02% | Add +9.5% | 6,930 | $4.4M |
| Victory Financial Group, LLC | 0.46% | New | 6,880 | $4.4M |
| Fisher Asset Management | 0.00% | Reduce -8.8% | 6,871 | $4.4M |
| Intellectus Partners, LLC | 0.76% | Reduce -7.9% | 6,799 | $4.4M |
| Guardian Capital, LLC | 3.55% | New | 6,782 | $4.3M |
| Brookstone Capital Management | 0.04% | Add +22.5% | 6,754 | $4.3M |
| Fosun International Ltd | 1.04% | New | 6,720 | $4.3M |
| One Capital Management, LLC | 0.12% | No change | 12,985 | $4.3M |
| S&A Financial Services, Inc. | 2.60% | Reduce -1.8% | 6,642 | $4.3M |
| Gold Investment Management Ltd. | 1.14% | Reduce -2.3% | 6,578 | $4.2M |
| Pacific Sun Financial Corp | 1.72% | Add +0.8% | 6,526 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +0.3% | 6,472 | $4.1M |
| Dedeker Financial LLC | 2.35% | Add +0.7% | 6,459 | $4.1M |
| Genesee Capital Advisors, LLC | 1.29% | Add +513.6% | 6,412 | $4.1M |
| Western Wealth Management, LLC | 0.13% | Add +6.9% | 6,245 | $4.0M |
| AE Wealth Management LLC | 0.02% | Add +30.0% | 6,085 | $3.9M |
| Sig Brokerage, LP | 0.62% | Add +37.0% | 6,073 | $3.9M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -3.6% | 5,753 | $3.7M |
| Vise Technologies, Inc. | 0.04% | Add +27.6% | 5,724 | $3.7M |
| Joseph P. Lucia & Associates, LLC | 1.09% | Reduce -0.4% | 5,668 | $3.6M |
| National Philanthropic Trust | 0.05% | Add +1.3% | 5,613 | $3.6M |
| Assetmark, Inc. | 0.01% | Reduce -7.8% | 5,578 | $3.6M |
| Vontobel Holding Ltd. | 0.01% | Reduce -13.9% | 5,515 | $3.5M |
| Berbice Capital Management LLC | 1.82% | Add +96.2% | 5,493 | $3.5M |
| Forte Asset Management LLC | 1.43% | Reduce -28.1% | 5,459 | $3.5M |
| Geneos Wealth Management Inc. | 0.07% | Add +14.2% | 5,415 | $3.5M |
| Greenspring Advisors, LLC | 0.19% | Add +2.0% | 5,401 | $3.5M |
| Alaska Wealth Advisors, LLC | 0.37% | Reduce -54.7% | 5,383 | $3.4M |
| First Financial Bank - Trust Division | 0.24% | No change | 5,349 | $3.4M |
| IHT Wealth Management, LLC | 0.07% | Add +53.8% | 5,313 | $3.4M |
| Transcendent Capital Group LLC | 1.30% | Add +0.8% | 5,233 | $3.4M |
| Keel Point, LLC | 0.20% | Reduce -9.6% | 5,224 | $3.3M |
| CDM Financial Counseling Services, Inc. | 2.88% | Reduce -1.5% | 5,210 | $3.3M |
| Fifth Third Securities, Inc. | 0.19% | Add +362.0% | 5,193 | $3.3M |
| Trivium Point Advisory, LLC | 0.30% | New | 5,167 | $3.3M |
| Stevens Capital Management LP | 0.79% | New | 5,120 | $3.3M |
| Golden State Wealth Management, LLC | 0.30% | Add +2.5% | 5,082 | $3.3M |
| Global Retirement Partners, LLC | 0.05% | — | 5,040 | $3.2M |
| Continuum Advisory, LLC | 0.26% | Reduce -4.0% | 5,027 | $3.2M |
| Credit Agricole S A | 0.01% | Reduce -3.4% | 5,002 | $3.2M |
| Capstone Wealth Management Group, Inc. | 1.90% | — | 4,927 | $3.2M |
| Monetary Management Group Inc. | 0.64% | Reduce -5.8% | 4,835 | $3.1M |
| Lee Johnson Capital Management, LLC | 0.96% | Reduce -4.9% | 4,786 | $3.1M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +257.2% | 4,626 | $3.0M |
| 10Elms LLP | 1.33% | Add +18.7% | 4,613 | $3.0M |
| Moran Wealth Management, LLC | 0.08% | Reduce -15.3% | 4,593 | $2.9M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.87% | New | 4,590 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.32% | Add +3.3% | 4,578 | $2.9M |
| Twin Tree Management, LP | 0.45% | New | 4,545 | $2.9M |
| Ritholtz Wealth Management | 0.04% | Add +527.8% | 4,514 | $2.9M |
| PEAK6 LLC | 0.07% | Add +223800.0% | 4,478 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -9.4% | 4,415 | $2.8M |
| Lionshead Wealth Management, LLC | 1.84% | No change | 4,413 | $2.8M |
| AssuredPartners Investment Advisors, LLC | 0.27% | New | 4,391 | $2.8M |
| City Holding Co. | 0.32% | Reduce -1.3% | 4,361 | $2.8M |
| Root Financial Partners, LLC | 0.11% | Reduce -2.7% | 4,356 | $2.8M |
| Aster Capital Management (DIFC) Ltd | 0.59% | Add +70.1% | 4,328 | $2.8M |
| Valeo Financial Advisors, LLC | 0.06% | Reduce -4.6% | 4,328 | $2.8M |
| PW Nova Financial Services LLC | 0.59% | Reduce -7.8% | 4,322 | $2.8M |
| GTS Securities LLC | 0.06% | Reduce -59.0% | 4,321 | $2.8M |
| Intellus Advisors LLC | 0.34% | Reduce -28.1% | 4,317 | $2.8M |
| LOM Asset Management Ltd | 0.71% | Reduce -4.4% | 4,300 | $2.8M |
| SIH Partners, LLLP | 0.11% | Add +411.9% | 4,300 | $2.8M |
| GWN Securities Inc. | 0.45% | Add +0.7% | 4,222 | $2.7M |
| Telos Capital Management, Inc. | 0.24% | Reduce -8.0% | 4,211 | $2.7M |
| IFG Advisory, LLC | 0.09% | New | 4,185 | $2.7M |
| Whitford Management LLC | 2.38% | Add +14.1% | 4,157 | $2.7M |
| Northland Securities, Inc. | 1.55% | Reduce -0.1% | 4,145 | $2.7M |
| Crestwood Advisors Group, LLC | 0.04% | No change | 4,134 | $2.6M |
| Betterment LLC | 0.00% | Add +187.3% | 4,122 | $2.6M |
| First Heartland Consultants, Inc. | 0.17% | Add +26.6% | 4,094 | $2.6M |
| Stratos Wealth Advisors, LLC | 0.14% | Reduce -17.2% | 4,072 | $2.6M |
| Alteri Wealth LLC | 0.72% | Add +0.2% | 4,062 | $2.6M |
| Pacific Center for Financial Services | 0.58% | Reduce -14.9% | 4,056 | $2.6M |
| McHugh Group, LLC | 1.33% | No change | 4,033 | $2.6M |
| Partners Capital Investment Group, LLP | 0.09% | Add +0.1% | 4,020 | $2.6M |
| O'ROURKE & COMPANY, Inc | 0.90% | Reduce -2.6% | 4,008 | $2.6M |
| Silver Oak Securities, Incorporated | 0.16% | Add +14.1% | 4,003 | $2.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | New | 4,000 | $2.6M |
| Vista Investment Partners Ii, LLC | 1.00% | New | 3,978 | $2.5M |
| Juncture Wealth Strategies, LLC | 0.66% | Reduce -6.3% | 3,966 | $2.5M |
| Brighton Jones LLC | 0.05% | Add +26.2% | 3,961 | $2.5M |
| Cassaday & Co Wealth Management LLC | 0.05% | No change | 3,909 | $2.5M |
| Sovran Advisors, LLC | 0.19% | Reduce -1.0% | 5,074 | $2.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | New | 3,890 | $2.5M |
| Pinnacle Associates Ltd. | 0.03% | No change | 3,886 | $2.5M |
| Montag A & Associates Inc. | 0.10% | Reduce -5.8% | 3,870 | $2.5M |
| Schnieders Capital Management, Llc. | 0.33% | Add +1.0% | 3,863 | $2.5M |
| Aventura Private Wealth, LLC | 0.76% | Add +1449.2% | 3,842 | $2.5M |
| Tempo Wealth, LLC | 0.36% | Reduce -0.2% | 3,798 | $2.4M |
| Johnson Investment Counsel Inc. | 0.02% | Add +104.5% | 3,798 | $2.4M |
| Parallel Advisors, LLC | 0.04% | Add +229.9% | 3,797 | $2.4M |
| Safeguard Investment Advisory Group, LLC | 0.56% | Reduce -0.9% | 3,791 | $2.4M |
| Welch Financial Planning, LLC | 1.41% | Add +125.2% | 3,784 | $2.4M |
| Phoenix Financial Ltd. | 0.02% | Add +5.3% | 3,765 | $2.4M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +20.3% | 3,752 | $2.4M |
| Simplicity Wealth,LLC | 0.08% | New | 3,746 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +47.0% | 3,688 | $2.4M |
| Northern Trust Corp. | 0.00% | Add +9.8% | 3,668 | $2.4M |
| Somerset Trust Co | 0.66% | Add +13.0% | 3,666 | $2.3M |
| Werba Rubin Papier Wealth Management | 0.28% | Add +2.5% | 3,659 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -51.4% | 3,654 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.14% | Reduce -5.7% | 3,643 | $2.3M |
| Ramiah Investment Group | 1.78% | New | 3,640 | $2.3M |
| 17 Capital Partners, LLC | 1.05% | Add +9.7% | 3,614 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +1.0% | 3,591 | $2.3M |
| Robinson Value Management, Ltd. | 1.23% | Reduce -31.7% | 3,587 | $2.3M |
| Midwest Trust Co | 0.03% | No change | 3,574 | $2.3M |
| Integrity Alliance, Llc. | 0.07% | Add +27.1% | 3,562 | $2.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.13% | Reduce -1.4% | 3,495 | $2.2M |
| Advisory Alpha, LLC | 0.05% | Reduce -20.2% | 3,477 | $2.2M |
| Sargent Investment Group, LLC | 0.27% | No change | 3,450 | $2.2M |
| Sigma Planning Corp | 0.06% | Reduce -12.2% | 3,447 | $2.2M |
| NorthStar Asset Management LLC | 0.47% | Reduce -3.0% | 3,443 | $2.2M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -15.8% | 3,986 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 3,382 | $2.2M |
| Bay Harbor Wealth Management, LLC | 0.50% | Add +50.1% | 3,380 | $2.2M |
| Blue Chip Partners, LLC | 0.14% | Add +0.2% | 3,371 | $2.2M |
| Activest Wealth Management | 0.42% | Reduce -6.5% | 3,361 | $2.2M |
| Clearstead Advisors, LLC | 0.02% | Add +304.1% | 3,342 | $2.1M |
| McAdam, LLC | 0.08% | Add +5.0% | 3,307 | $2.1M |
| Signature Equity Partners, LLC | 0.97% | Add +1.3% | 3,304 | $2.1M |
| N.E.W. Advisory Services LLC | 0.14% | Add +4.9% | 3,294 | $2.1M |
| Arkadios Wealth Advisors | 0.03% | Add +9.7% | 3,288 | $2.1M |
| Finley Financial, LLC | 0.85% | No change | 3,282 | $2.1M |
| Capital CS Group, LLC | 3.04% | New | 3,258 | $2.1M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -60.2% | 3,253 | $2.1M |
| Principle Wealth Partners LLC | 0.10% | Add +15.9% | 3,253 | $2.1M |
| Independent Wealth Network Inc. | 0.53% | Reduce -40.6% | 3,250 | $2.1M |
| Rehmann Capital Advisory Group | 0.10% | Add +151.2% | 3,241 | $2.1M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -42.9% | 3,217 | $2.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -1.1% | 3,203 | $2.1M |
| Independence Bank of Kentucky | 0.23% | Reduce -1.4% | 3,194 | $2.0M |
| Lyell Wealth Management, LP | 0.13% | Add +37.6% | 3,178 | $2.0M |
| Equitable Trust Co. | 0.08% | No change | 3,174 | $2.0M |
| Ellis Investment Partners, LLC | 0.31% | Add +1.8% | 3,154 | $2.0M |
| Wedbush Securities Inc. | 0.05% | Add +28.2% | 3,133 | $2.0M |
| Wedmont Private Capital | 0.06% | Add +16.8% | 3,450 | $2.0M |
| Moors & Cabot, Inc. | 0.08% | Add +402.7% | 3,122 | $2.0M |
| Savvy Advisors, Inc. | 0.04% | Add +5.0% | 3,110 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -0.2% | 3,106 | $2.0M |
| Walleye Capital LLC | 0.01% | Reduce -79.3% | 3,105 | $2.0M |
| Bright Financial Advisors, Inc. | 0.82% | No change | 3,067 | $2.0M |
| Resolute Wealth Strategies, LLC | 0.75% | Add +0.1% | 3,041 | $1.9M |
| GSG Advisors LLC | 0.42% | Add +0.0% | 3,001 | $1.9M |
| Fairview Capital Investment Management, LLC | 0.10% | Add +57.1% | 2,989 | $1.9M |
| Obermeyer Wealth Partners | 0.08% | No change | 2,979 | $1.9M |
| Westside Investment Management, Inc. | 0.25% | No change | 2,973 | $1.9M |
| Edgestream Partners, L.P. | 0.06% | Add +304.8% | 2,959 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +212.7% | 2,942 | $1.9M |
| ATX Financial Planning, LLC | 1.25% | Reduce -3.6% | 2,939 | $1.9M |
| HighPoint Advisor Group LLC | 0.07% | Add +27.8% | 2,927 | $1.9M |
| Strategic Investment Solutions, Inc. | 0.43% | Reduce -10.6% | 2,921 | $1.9M |
| Beacon Financial Advisory LLC | 0.37% | Add +0.3% | 2,899 | $1.9M |
| WealthCare Investment Partners, LLC | 0.45% | Reduce -2.9% | 2,889 | $1.9M |
| Strategic Wealth Partners, Ltd. | 0.11% | No change | 2,885 | $1.8M |
| Carnegie Investment Counsel | 0.04% | No change | 2,844 | $1.8M |
| International Assets Investment Management, LLC | 0.11% | Add +24.4% | 3,006 | $1.8M |
| VVR Holdings LLC | 0.78% | Reduce -22.9% | 2,812 | $1.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -5.1% | 2,812 | $1.8M |
| World Investment Advisors | 0.03% | Reduce -1.6% | 5,334 | $1.8M |
| CVFG LLC | 0.19% | Add +8.8% | 2,770 | $1.8M |
| Ironwood Financial, llc | 0.28% | Reduce -0.0% | 3,205 | $1.8M |
| Fortitude Advisory Group L.L.C. | 0.67% | Reduce -9.1% | 2,755 | $1.8M |
| Apollon Financial, LLC | 0.20% | Add +5.3% | 2,684 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +295.9% | 2,684 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +4.9% | 2,681 | $1.7M |
| Fairvoy Private Wealth, LLC | 0.35% | Reduce -44.9% | 2,680 | $1.7M |
| Rathbones Group PLC | 0.01% | Add +17.8% | 2,680 | $1.7M |
| Madison Wealth Partners, Inc | 0.22% | Add +0.0% | 2,669 | $1.7M |
| Lynx Investment Advisory | 0.56% | Reduce -16.9% | 2,664 | $1.7M |
| Muirfield Wealth Advisors LLC | 1.11% | Add +3.6% | 2,662 | $1.7M |
| Pines Wealth Management, LLC | 0.49% | Reduce -5.8% | 2,659 | $1.7M |
| Gotham Asset Management | 0.00% | No change | 2,659 | $1.7M |
| Savant Capital, LLC | 0.01% | New | 3,035 | $1.7M |
| Florin Court Capital LLP | 2.72% | Reduce -13.3% | 2,600 | $1.7M |
| Hilltop Holdings Inc. | 0.13% | Add +23.0% | 2,589 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 2,585 | $1.7M |
| HB Wealth Management, LLC | 0.01% | Add +0.1% | 2,580 | $1.7M |
| COFG Advisors, LLC | 0.28% | Add +63.6% | 2,541 | $1.6M |
| Kesler, Norman & Wride, LLC | 0.26% | Add +46.9% | 2,532 | $1.6M |
| Belpointe Asset Management LLC | 0.05% | Add +270.4% | 2,530 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.20% | Reduce -1.1% | 2,525 | $1.6M |
| Retirement Planning Group, LLC | 0.04% | Reduce -3.6% | 2,525 | $1.6M |
| National Wealth Management Group, LLC | 0.50% | Add +1.8% | 2,504 | $1.6M |
| Regal Investment Advisors LLC | 0.08% | Add +4.6% | 2,457 | $1.6M |
| Bauman Advisory Group, LLC | 0.83% | Add +48.6% | 2,457 | $1.6M |
| Fortune Financial Group, Inc. | 1.22% | Add +12.0% | 2,428 | $1.6M |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -4.7% | 2,420 | $1.6M |
| Trust Co. of Oklahoma | 0.40% | Add +9.9% | 2,405 | $1.5M |
| Millennium Management | 0.00% | Reduce -89.3% | 2,385 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Reduce -46.7% | 2,375 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.17% | Add +49.2% | 2,367 | $1.5M |
| Ignite Planners, LLC | 0.21% | Add +7.5% | 2,350 | $1.5M |
| Acorn Wealth Advisors, LLC | 0.37% | Add +2.5% | 2,338 | $1.5M |
| Annex Advisory Services, LLC | 0.03% | Add +5.8% | 2,323 | $1.5M |
| Bravias Capital Group, LLC | 0.86% | Add +6.6% | 2,264 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -7.5% | 2,258 | $1.4M |
| Choreo, LLC | 0.02% | Add +0.2% | 2,235 | $1.4M |
| AlphaCore Capital LLC | 0.03% | Reduce -7.0% | 2,233 | $1.4M |
| Global Assets Advisory, LLC | 0.31% | Add +14.0% | 2,370 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.3% | 2,221 | $1.4M |
| Triad Wealth Partners, LLC | 0.08% | Add +275.6% | 2,798 | $1.4M |
| Rwa Wealth Partners, LLC | 0.01% | Add +13.5% | 2,213 | $1.4M |
| Atlantic Union Bankshares Corp | 0.02% | Add +130.0% | 2,185 | $1.4M |
| Pathway Financial Advisers, LLC | 0.35% | Add +2.0% | 2,178 | $1.4M |
| Harbor Asset Planning, Inc. | 1.04% | Add +0.1% | 2,171 | $1.4M |
| Harmony Asset Management LLC | 0.37% | Reduce -25.4% | 2,162 | $1.4M |
| Brendel Financial Advisors LLC | 0.63% | Reduce -27.2% | 2,140 | $1.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | Reduce -97.3% | 2,140 | $1.4M |
| Lodestar Private Asset Management LLC | 0.12% | Add +5.0% | 2,106 | $1.3M |
| Apella Capital, LLC | 0.02% | Add +3.0% | 2,441 | $1.3M |
| Private Wealth Advisors, LLC | 0.40% | Reduce -1.2% | 2,089 | $1.3M |
| Nikulski Financial, Inc. | 0.29% | Reduce -53.3% | 2,084 | $1.3M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -85.1% | 2,082 | $1.3M |
| Marex Group Ltd | 0.01% | Reduce -9.2% | 2,062 | $1.3M |
| Bawa N Mallick Trust | 0.41% | No change | 2,000 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Reduce -44.5% | 1,998 | $1.3M |
| Marshall & Sterling Wealth Advisors Inc. | 0.74% | Reduce -8.3% | 1,961 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | No change | 1,960 | $1.3M |
| RDA Financial Network | 0.27% | Reduce -13.4% | 1,956 | $1.3M |
| Cypress Wealth Services, LLC | 0.15% | Add +7.0% | 1,945 | $1.2M |
| Boothbay Fund Management, LLC | 0.02% | New | 1,940 | $1.2M |
| StoryOne LLC | 0.59% | Add +0.0% | 1,935 | $1.2M |
| Syntegra Private Wealth Group, LLC | 0.10% | Add +32.7% | 1,930 | $1.2M |
| Eagle Strategies LLC | 0.12% | Add +8.3% | 1,928 | $1.2M |
| KFG Wealth Management, LLC | 0.14% | Reduce -37.4% | 1,924 | $1.2M |
| Virtue Capital Management, LLC | 0.16% | Reduce -35.4% | 1,922 | $1.2M |
| SOA Wealth Advisors, LLC. | 0.21% | Reduce -0.4% | 1,917 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -2.7% | 1,916 | $1.2M |
| PSI Advisors, LLC | 0.29% | Reduce -10.8% | 1,915 | $1.2M |
| Accurate Wealth Management, LLC | 0.12% | Add +7.4% | 2,110 | $1.2M |
| Delta Investment Management, LLC | 0.20% | Add +22.4% | 1,911 | $1.2M |
| First Horizon Corp. | 0.05% | Reduce -21.9% | 1,904 | $1.2M |
| Florida Financial Advisors, LLC | 0.21% | Reduce -12.1% | 1,900 | $1.2M |
| Byrne Financial Freedom, LLC | 0.47% | New | 1,896 | $1.2M |
| Apeiron RIA LLC | 0.31% | Reduce -66.1% | 1,892 | $1.2M |
| Aspiriant, LLC | 0.03% | Add +12.1% | 1,887 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.2% | 1,886 | $1.2M |
| Capital Markets Trading UK LLP | 0.85% | New | 1,863 | $1.2M |
| L & S Advisors Inc | 0.12% | Add +7.5% | 1,863 | $1.2M |
| Verus Capital Partners, LLC | 0.06% | Reduce -35.4% | 1,836 | $1.2M |
| Selective Wealth Management, Inc. | 0.31% | Reduce -24.9% | 2,254 | $1.2M |
| New England Private Wealth Advisors LLC | 0.11% | Add +0.1% | 2,213 | $1.2M |
| Urban Wealth Management, LLC | 1.01% | Reduce -0.6% | 1,815 | $1.2M |
| EFG International AG | 0.02% | Add +299.1% | 1,796 | $1.2M |
| FourThought Financial Partners, LLC | 0.09% | Reduce -0.1% | 1,797 | $1.2M |
| Global View Capital Management LLC | 0.24% | Add +48.7% | 1,783 | $1.1M |
| Point72 Asset Management | 0.00% | Add +50.0% | 1,755 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +30.9% | 1,750 | $1.1M |
| Merrion Investment Management Co, LLC | 0.53% | No change | 1,750 | $1.1M |
| Avalon Trust Co | 0.07% | No change | 1,750 | $1.1M |
| WBH Advisory Inc. | 0.08% | No change | 1,744 | $1.1M |
| Brookwood Investment Group LLC | 0.13% | New | 1,742 | $1.1M |
| StoneCrest Wealth Management, Inc. | 0.36% | Reduce -29.6% | 1,739 | $1.1M |
| Northstar Advisory Group, LLC | 0.34% | Reduce -63.0% | 1,732 | $1.1M |
| Liberty Square Wealth Partners LLC | 0.26% | No change | 1,731 | $1.1M |
| Diversified Trust Co. | 0.02% | Add +71.7% | 1,729 | $1.1M |
| Jacobi Capital Management LLC | 0.05% | Reduce -2.5% | 1,717 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -81.7% | 1,713 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +110.8% | 1,701 | $1.1M |
| Oak Barrel Wealth Advisory LLC | 0.48% | — | 1,692 | $1.1M |
| Wealthstar Advisors, LLC | 0.54% | Add +4.3% | 1,688 | $1.1M |
| NWF Advisory Services Inc. | 0.10% | New | 1,662 | $1.1M |
| Allie Family Office LLC | 0.40% | Add +24.1% | 1,660 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.3% | 1,649 | $1.1M |
| Winthrop Advisory Group LLC | 0.07% | Add +31.7% | 1,634 | $1.0M |
| Madrona Financial Services, LLC | 0.19% | Add +5.7% | 1,633 | $1.0M |
| Pine Harbor Wealth Management, LLC | 0.28% | Add +0.1% | 1,622 | $1.0M |
| Rinkey Investments | 0.24% | Add +2.5% | 1,610 | $1.0M |
| Fiduciary Alliance LLC | 0.07% | Add +12.8% | 1,608 | $1.0M |
| Schuylkill Financial LLC | 0.95% | — | 1,604 | $1.0M |
| Wealthgarden F.S. LLC | 0.58% | Reduce -4.2% | 1,597 | $1.0M |
| Paragon Private Wealth Management, LLC | 0.27% | Reduce -11.8% | 1,595 | $1.0M |
| Dakota Wealth Management | 0.02% | Reduce -3.6% | 1,595 | $1.0M |
| Kane Investment Management, Inc. | 0.43% | Add +52.3% | 1,592 | $1.0M |
| Centerpoint Advisory Group | 0.63% | Add +7.6% | 1,551 | $994K |
| Buttonwood Financial Advisors Inc. | 0.30% | Reduce -0.1% | 1,540 | $987K |
| Cary Street Partners Financial LLC | 0.02% | Add +29.9% | 1,538 | $985K |
| CoreCap Advisors, LLC | 0.03% | Reduce -37.0% | 1,538 | $985K |
| Larson Financial Group LLC | 0.03% | Add +101.9% | 1,522 | $975K |
| RiverFront Investment Group, LLC | 0.01% | No change | 1,511 | $968K |
| Wealth Management Partners, LLC | 0.23% | Add +18.3% | 1,510 | $968K |
| Ballast Financial Advisors LLC | 0.88% | Add +2.0% | 1,510 | $967K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +8.3% | 1,509 | $967K |
| Mullooly Asset Management, Inc. | 0.30% | Add +0.1% | 1,502 | $962K |
| Fragasso Financial Advisors Inc | 0.05% | No change | 1,501 | $962K |
| Sassicaia Capital Advisers LLC | 0.42% | New | 1,500 | $961K |
| Banque Pictet & Cie SA | 0.01% | No change | 1,500 | $961K |
| Level Four Advisory Services, LLC | 0.03% | New | 1,494 | $957K |
| Holderness Investments Co. | 0.16% | No change | 1,492 | $956K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -5.5% | 1,482 | $950K |
| JT Stratford LLC | 0.10% | Add +0.5% | 1,467 | $940K |
| Prairie Advisory, LLC | 0.23% | — | 1,466 | $939K |
| Performance Wealth Partners, LLC | 0.02% | Add +123.5% | 1,462 | $937K |
| Pathstone Holdings, LLC | 0.00% | New | 1,458 | $935K |
| New York Life Investment Management LLC | 0.01% | Reduce -89.3% | 1,452 | $930K |
| Summitry LLC | 0.03% | New | 1,435 | $919K |
| Welch & Forbes LLC | 0.01% | No change | 1,434 | $919K |
| RB Capital Management, LLC | 0.19% | Reduce -22.8% | 1,431 | $917K |
| Charter Capital Management, LLC\DE | 0.40% | Reduce -4.5% | 1,425 | $913K |
| IPG Investment Advisors LLC | 0.13% | Reduce -4.0% | 1,422 | $911K |
| Andina Capital Management, LLC | 1.49% | Add +6.3% | 1,421 | $911K |
| American Institute for Advanced Investment Management, LLP | 0.52% | Add +21.0% | 1,413 | $905K |
| New Paradigm Capital Management, LLC | 1.93% | New | 3,000 | $901K |
| Founders Financial Alliance, LLC | 0.12% | Add +5.0% | 1,398 | $896K |
| Key Client Fiduciary Advisors, LLC | 0.26% | Reduce -1.2% | 1,398 | $896K |
| Front Row Advisors LLC | 0.26% | Add +0.5% | 1,664 | $889K |
| Willner & Heller, LLC | 0.55% | Add +1.6% | 1,376 | $882K |
| Continental Investors Services, Inc. | 0.69% | Add +2.4% | 1,661 | $881K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -1.9% | 1,375 | $881K |
| Howard Financial Services, LTD. | 0.09% | New | 1,372 | $879K |
| AIMZ Investment Advisors, LLC | 0.24% | Reduce -7.5% | 1,367 | $876K |
| CIBC Bancorp USA Inc. | 0.00% | New | 1,342 | $860K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -0.5% | 1,342 | $860K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -7.9% | 1,340 | $859K |
| Choate Investment Advisors | 0.02% | Add +0.7% | 1,337 | $857K |
| PKS Advisory Services, LLC | 0.14% | New | 1,324 | $848K |
| Citizens Financial Group Inc. | 0.01% | Reduce -32.0% | 1,320 | $846K |
| Connecticut Wealth Management, LLC | 0.03% | Add +15.8% | 1,313 | $841K |
| Sax Wealth Advisors, LLC | 0.03% | New | 2,552 | $839K |
| Caprock Group, LLC | 0.02% | No change | 1,305 | $836K |
| Fiduciary Financial Group, LLC | 0.09% | Add +78.2% | 1,301 | $833K |
| Trust Point Inc. | 0.07% | No change | 1,296 | $830K |
| Bank of New York Mellon Corp | 0.00% | Reduce -49.0% | 1,295 | $830K |
| PTM Wealth Management, LLC | 0.37% | Add +0.1% | 1,574 | $829K |
| Kachkovsky & Fisher, Inc. | 0.80% | — | 1,290 | $826K |
| Investment Management Trust, LLC | 0.74% | No change | 1,285 | $824K |
| Busey Bank | 0.02% | No change | 1,272 | $815K |
| Gerber, LLC | 0.38% | No change | 1,267 | $812K |
| Florida Trust Wealth Management Co | 0.02% | Add +1.5% | 1,253 | $803K |
| Creative Financial Designs Inc. | 0.04% | Add +1.5% | 1,248 | $800K |
| Lowery Thomas, LLC | 0.39% | Add +0.1% | 1,240 | $794K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,234 | $791K |
| Fort Sheridan Advisors LLC | 0.09% | Reduce -2.8% | 1,231 | $789K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +26.4% | 1,230 | $788K |
| North Star Investment Management Corp. | 0.04% | No change | 1,228 | $787K |
| Smartleaf Asset Management LLC | 0.03% | No change | 1,269 | $780K |
| Neuberger Berman Group LLC | 0.00% | Add +35.0% | 1,211 | $776K |
| Regions Financial Corp. | 0.00% | Add +51.7% | 1,209 | $775K |
| Zhang Financial LLC | 0.02% | Add +70.6% | 1,201 | $770K |
| Camarda Financial Advisors, LLC | 0.23% | New | 1,200 | $769K |
| GoalVest Advisory LLC | 0.14% | New | 1,198 | $768K |
| Tyche Wealth Partners LLC | 0.11% | No change | 1,191 | $763K |
| Southland Equity Partners LLC | 0.13% | New | 1,191 | $763K |
| BIP Wealth, LLC | 0.02% | Add +86.6% | 1,183 | $758K |
| Riverbend Wealth Management, LLC | 0.38% | No change | 1,174 | $752K |
| Milestone Asset Management Group, LLC | 0.38% | No change | 1,163 | $745K |
| Rosenberg Matthew Hamilton | 0.14% | No change | 1,163 | $745K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.20% | Reduce -16.4% | 1,159 | $743K |
| Natixis | 0.00% | Reduce -29.4% | 1,157 | $741K |
| Madrid Wealth Management, LLC | 0.49% | Reduce -29.3% | 1,156 | $741K |
| Hazlett, Burt & Watson, Inc. | 0.20% | No change | 1,150 | $736K |
| MWA Asset Management | 0.33% | Reduce -10.6% | 1,142 | $732K |
| Roman Butler Fullerton & Co. | 0.17% | Add +6.2% | 1,317 | $729K |
| HBW Advisory Services LLC | 0.07% | Add +10.4% | 1,137 | $729K |
| Cornerstone Planning, LLC | 0.17% | No change | 1,137 | $729K |
| Basso Capital Management, L.P. | 0.18% | Add +76.6% | 1,132 | $725K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -11.9% | 1,114 | $714K |
| Becker Capital Management Inc. | 0.02% | No change | 1,110 | $711K |
| Firethorn Wealth Partners, LLC | 0.23% | New | 1,100 | $705K |
| J. M. Brown & Associates Inc. | 0.40% | — | 1,099 | $704K |
| First Interstate Bank | 0.04% | Reduce -20.6% | 1,097 | $703K |
| Whalerock Point Partners, LLC | 0.12% | No change | 1,095 | $702K |
| ABLE Financial Group, LLC | 0.12% | No change | 1,092 | $700K |
| S Harris Financial Group, LLC | 0.54% | No change | 1,086 | $696K |
| Accredited Investors Inc. | 0.03% | Add +0.8% | 1,081 | $692K |
| Essex Bank | 0.15% | No change | 1,074 | $688K |
| LRI Investments, LLC | 0.05% | No change | 1,068 | $684K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 1,064 | $682K |
| Asset One Wealth Management LLC | 0.07% | Reduce -6.1% | 1,226 | $681K |
| Novak & Powell Financial Services, Inc. | 0.32% | No change | 1,050 | $673K |
| TruNorth Capital Management, LLC | 0.11% | No change | 1,044 | $669K |
| Credit Industriel Et Commercial | 0.12% | Reduce -88.0% | 1,039 | $666K |
| Grant Private Wealth Management Inc | 0.28% | Reduce -6.2% | 1,037 | $664K |
| Arrowroot Family Office, LLC | 0.19% | Reduce -7.1% | 1,027 | $658K |
| Keating Financial Advisory Services, Inc. | 0.09% | No change | 1,027 | $658K |
| Kathmere Capital Management, LLC | 0.03% | No change | 1,022 | $655K |
| Ameriflex Group, Inc. | 0.27% | No change | 1,021 | $654K |
| Patten & Patten Inc. | 0.03% | Reduce -1.0% | 1,015 | $650K |
| Toronto Dominion Bank | 0.00% | Add +5.8% | 1,013 | $649K |
| Calydon Capital | 0.10% | No change | 1,012 | $649K |
| Flagship Wealth Advisors, LLC | 0.14% | Add +190.8% | 1,006 | $645K |
| South Shore Capital Advisors | 0.43% | New | 1,000 | $641K |
| Petix & Botte Co | 0.13% | Add +100.0% | 1,000 | $641K |
| Cache Advisors, LLC | 0.05% | New | 1,000 | $641K |
| Southern Capital Advisors, LLC | 0.27% | Add +0.2% | 1,000 | $641K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +5.8% | 999 | $640K |
| Chicago Capital, LLC | 0.02% | Add +6.4% | 999 | $640K |
| GK Wealth Management LLC | 0.39% | New | 999 | $640K |
| Saxon Interests, Inc. | 0.18% | Reduce -8.5% | 992 | $636K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -2.5% | 992 | $636K |
| Clare Market Investments LLC | 0.12% | New | 990 | $634K |
| Glenview Trust Co | 0.01% | Reduce -4.8% | 987 | $632K |
| Aptus Capital Advisors, LLC | 0.00% | Add +343.7% | 985 | $631K |
| Modera Wealth Management, LLC | 0.01% | Add +0.2% | 981 | $628K |
| Tobias Financial Advisors, Inc. | 0.08% | No change | 967 | $619K |
| Certified Advisory Corp | 0.05% | Reduce -1.8% | 963 | $617K |
| Dale Q Rice Investment Management Ltd | 0.33% | No change | 959 | $614K |
| Cambria Investment Management, L.P. | 0.03% | New | 959 | $614K |
| Empowered Funds, LLC | 0.00% | New | 959 | $614K |
| Balboa Wealth Partners | 0.08% | Add +2.1% | 959 | $614K |
| HSBC Holdings PLC | 0.00% | Reduce -83.9% | 936 | $600K |
| Zacks Investment Management | 0.00% | New | 930 | $596K |
| Acropolis Investment Management, LLC | 0.02% | No change | 923 | $591K |
| First Trust Advisors LP | 0.00% | New | 917 | $588K |
| Spreng Capital Management, Inc. | 0.21% | No change | 916 | $587K |
| M&T Bank Corp | 0.00% | No change | 915 | $586K |
| Sage Mountain Advisors LLC | 0.04% | No change | 913 | $585K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +4.5% | 913 | $585K |
| Signal Advisors Wealth, LLC | 0.03% | No change | 912 | $584K |
| Empirical Asset Management, LLC | 0.13% | Add +28.5% | 911 | $584K |
| Rice Partnership, LLC | 0.07% | Reduce -1.6% | 902 | $578K |
| Samara Investment Management, LLC | 0.53% | No change | 900 | $577K |
| Philadelphia Trust Co. | 0.04% | No change | 899 | $576K |
| Strategic Financial Concepts, LLC | 0.17% | Reduce -49.4% | 898 | $575K |
| Integrated Advisors Network LLC | 0.03% | Add +27.3% | 890 | $571K |
| Regatta Capital Group, LLC | 0.08% | Add +24.6% | 890 | $570K |
| Private Trust Co. NA | 0.05% | Reduce -10.2% | 887 | $568K |
| Summa Corp. | 0.18% | No change | 1,120 | $565K |
| Yarger Wealth Strategies, LLC | 0.20% | Add +1.1% | 957 | $556K |
| Heartwood Wealth Advisors LLC | 0.04% | Add +2.7% | 866 | $555K |
| Bigelow Investment Advisors, LLC | 0.20% | Add +10.6% | 864 | $554K |
| FSM Wealth Advisors, LLC | 0.06% | New | 864 | $554K |
| Calton & Associates, Inc. | 0.08% | Reduce -38.1% | 860 | $551K |
| Three Cord True Wealth Management, LLC | 0.26% | Add +7.8% | 857 | $549K |
| Waldron Private Wealth LLC | 0.02% | Reduce -15.5% | 857 | $549K |
| Blue Trust, Inc. | 0.01% | No change | 853 | $547K |
| Titleist Asset Management, LLC | 0.04% | Reduce -46.2% | 850 | $544K |
| Empower Advisory Group, LLC | 0.00% | Reduce -13.8% | 849 | $544K |
| Institute for Wealth Management, LLC. | 0.05% | Add +3.0% | 848 | $543K |
| Davis Investment Partners, LLC | 0.17% | No change | 847 | $543K |
| Icon Wealth Advisors, LLC | 0.03% | Add +1.9% | 843 | $540K |
| XML Financial, LLC | 0.04% | Reduce -32.1% | 833 | $534K |
| Outlook Wealth Advisors, LLC | 0.11% | No change | 828 | $531K |
| Freestone Capital Holdings, LLC | 0.01% | Add +1.2% | 826 | $529K |
| First Financial Group Corp | 0.38% | Reduce -1.2% | 824 | $528K |
| KTF Investments, LLC | 0.05% | No change | 824 | $528K |
| TAGStone Capital, Inc. | 0.17% | No change | 820 | $525K |
| Warren Street Wealth Advisors, LLC | 0.12% | Reduce -5.4% | 813 | $521K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -1.4% | 813 | $521K |
| JB Capital LLC | 0.02% | Reduce -0.8% | 812 | $520K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -5.4% | 807 | $517K |
| Fielder Capital Group LLC | 0.11% | No change | 804 | $515K |
| Sculati Wealth Management, LLC | 0.17% | No change | 983 | $513K |
| Kingdom Financial Group LLC. | 0.13% | Reduce -24.9% | 798 | $511K |
| Stewardship Concepts Financial Services LLC | 0.34% | Reduce -0.4% | 796 | $510K |
| Ariadne Wealth Management, LP | 0.23% | No change | 795 | $509K |
| Inscription Capital, LLC | 0.05% | New | 795 | $509K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -51.6% | 792 | $508K |
| MSH Capital Advisors LLC | 0.09% | New | 791 | $507K |
| Sweeney & Michel, LLC | 0.13% | Reduce -9.7% | 932 | $506K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 790 | $506K |
| Almanack Investment Partners, LLC. | 0.06% | Add +16.4% | 787 | $504K |
| BCS Wealth Management | 0.09% | Reduce -7.4% | 785 | $503K |
| Capital Analysts, LLC | 0.01% | Add +106.9% | 780 | $499K |
| Interchange Capital Partners, LLC | 0.09% | Reduce -42.6% | 774 | $496K |
| Hyposwiss Advisors SA | 0.47% | No change | 774 | $496K |
| StoneX Group Inc. | 0.02% | Reduce -46.8% | 773 | $495K |
| Main Street Research LLC | 0.02% | No change | 771 | $494K |
| Xcelsior Advisor Partners LLC | 0.07% | New | 770 | $494K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +8.2% | 768 | $492K |
| Oxler Private Wealth LLC | 0.14% | New | 767 | $492K |
| HCR Wealth Advisors | 0.04% | Add +1.1% | 760 | $487K |
| Carrera Capital Advisors | 0.07% | Add +0.1% | 760 | $487K |
| Huntleigh Advisors, Inc. | 0.07% | New | 759 | $486K |
| Kelly Financial Services LLC | 0.10% | Reduce -4.3% | 756 | $484K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -1.9% | 756 | $484K |
| Accelerate Investment Advisors LLC | 0.28% | New | 755 | $484K |
| Southeast Asset Advisors, LLC | 0.05% | Add +1.2% | 754 | $483K |
| Leuthold Group, LLC | 0.05% | New | 754 | $483K |
| FOCUS Wealth Advisors, LLC | 0.22% | No change | 753 | $482K |
| Park Place Capital Corp | 0.08% | Reduce -3.8% | 752 | $482K |
| Commerce Advisors, LLC | 0.26% | No change | 750 | $481K |
| Wilkins Investment Counsel Inc. | 0.06% | No change | 750 | $481K |
| CENTRAL TRUST Co | 0.01% | Add +45.4% | 750 | $481K |
| Cresta Advisors, Ltd. | 0.17% | No change | 726 | $465K |
| Clarus Group, Inc. | 0.16% | Reduce -13.2% | 725 | $465K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +3.9% | 724 | $464K |
| Elevate Wealth Advisory, Inc. | 0.26% | No change | 723 | $463K |
| Detalus Advisors, LLC | 0.09% | Reduce -21.8% | 717 | $460K |
| W1M Asset Management Ltd | 0.00% | New | 712 | $456K |
| Secure Asset Management, LLC | 0.06% | New | 709 | $454K |
| ProVise Management Group, LLC | 0.03% | Reduce -0.8% | 704 | $451K |
| Round Rock Advisors LLC | 0.06% | Add +3.2% | 703 | $450K |
| Wagner Wealth Management, Corp | 0.36% | Reduce -61.7% | 690 | $442K |
| Keebeck Wealth Management | 0.04% | No change | 690 | $442K |
| Appalachian Capital Management Ltd | 0.32% | No change | 689 | $442K |
| Crosspoint Financial, LLC | 1.01% | No change | 685 | $439K |
| Fortis Capital Advisors, LLC | 0.05% | Add +0.3% | 685 | $439K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 683 | $438K |
| Darden Wealth Group Inc | 0.17% | No change | 683 | $438K |
| HF Advisory Group, LLC | 0.14% | Reduce -16.0% | 682 | $437K |
| Oxford Financial Group, LTD. LLC | 0.02% | Add +22.5% | 680 | $436K |
| Allstate Corp. | 0.00% | New | 676 | $433K |
| Journey Advisory Group, LLC | 0.03% | Reduce -6.3% | 675 | $433K |
| Compound Planning, Inc. | 0.01% | New | 672 | $431K |
| Blackston Financial Advisory Group, LLC | 0.24% | New | 670 | $429K |
| New Insight Wealth Advisors | 0.13% | New | 670 | $429K |
| Fiduciary Financial Advisors | 0.04% | New | 646 | $428K |
| J.Safra Asset Management Corp | 0.02% | No change | 665 | $426K |
| Brooklyn FI, LLC | 0.08% | No change | 767 | $426K |
| TritonPoint Partners, LLC | 0.04% | New | 661 | $424K |
| Stratos Investment Management, LLC | 0.02% | New | 661 | $424K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 660 | $423K |
| GenTrust, LLC | 0.02% | No change | 660 | $423K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 660 | $423K |
| Angeles Wealth Management, LLC | 0.02% | No change | 657 | $421K |
| Grantvest Financial Group LLC | 0.24% | New | 652 | $418K |
| Prostatis Group LLC | 0.10% | Reduce -7.7% | 651 | $417K |
| Oakworth Capital, Inc. | 0.02% | Add +8.3% | 650 | $414K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | No change | 645 | $413K |
| Ionic Capital Management LLC | 0.44% | Reduce -84.1% | 642 | $411K |
| Riverchase Wealth Management, LLC | 0.19% | Reduce -0.9% | 641 | $411K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 741 | $409K |
| Curi Capital, LLC | 0.01% | No change | 634 | $406K |
| Breakwater Capital Group | 0.05% | Reduce -8.5% | 634 | $406K |
| Ameritas Advisory Services, LLC | 0.01% | New | 634 | $406K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -14.3% | 629 | $403K |
| Omega Financial Group, LLC | 0.12% | Reduce -13.7% | 629 | $403K |
| MPS Loria Financial Planners, LLC | 0.09% | No change | 628 | $402K |
| Liberty Wealth Management LLC | 0.05% | No change | 1,223 | $402K |
| HBK Sorce Advisory LLC | 0.01% | New | 746 | $396K |
| Perigon Wealth Management, LLC | 0.01% | New | 617 | $395K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -17.8% | 616 | $395K |
| Gill Capital Partners, LLC | 0.10% | Add +2700.0% | 616 | $395K |
| Geometric Wealth Advisors | 0.04% | No change | 615 | $394K |
| Friedenthal Financial | 0.18% | Reduce -6.0% | 609 | $390K |
| World Equity Group, Inc. | 0.09% | New | 607 | $389K |
| Shared Vision Wealth Group LLC | 0.13% | New | 606 | $388K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.16% | New | 606 | $388K |
| BCO Wealth Management LLC | 0.21% | Reduce -22.8% | 605 | $388K |
| Capital Squared Financial LLC | 0.25% | Reduce -14.2% | 604 | $387K |
| Tucker Asset Management LLC | 0.10% | Add +7.1% | 602 | $386K |
| Everest Private Wealth | 0.14% | New | 600 | $384K |
| Values Added Financial LLC | 0.14% | New | 600 | $384K |
| Cascade Financial Partners, LLC | 0.03% | New | 600 | $384K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 600 | $384K |
| Tsfg, LLC | 0.05% | Reduce -4.3% | 598 | $383K |
| Parsons Capital Management Inc. | 0.02% | New | 596 | $382K |
| Affinity Wealth Management LLC | 0.05% | New | 596 | $382K |
| Revisor Wealth Management LLC | 0.09% | New | 595 | $382K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | New | 594 | $381K |
| Sepio Capital, LP | 0.02% | Reduce -80.2% | 589 | $377K |
| Russell Investments Group, Ltd. | 0.00% | Add +120.7% | 587 | $376K |
| First Citizens Bank & Trust Co. | 0.01% | New | 587 | $376K |
| Forum Finance Group S.A. | 0.13% | No change | 725 | $375K |
| Granite Bay Wealth Management, LLC | 0.03% | New | 585 | $375K |
| American Money Management, LLC | 0.05% | New | 583 | $374K |
| Box Hill Private Wealth LLC | 0.30% | New | 580 | $372K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | New | 578 | $370K |
| WJ Wealth Management, LLC | 0.14% | New | 570 | $365K |
| Kiley Juergens Wealth Management, LLC | 0.06% | Reduce -17.8% | 569 | $365K |
| SageGuard Financial Group, LLC | 0.05% | New | 567 | $363K |
| Accel Wealth Management | 0.08% | New | 567 | $363K |
| Mission Wealth Management, LP | 0.00% | New | 565 | $362K |
| HUB Investment Partners, LLC | 0.01% | New | 561 | $359K |
| Penobscot Wealth Management | 0.10% | New | 560 | $359K |
| Tandem Capital Management Corp. | 0.15% | New | 559 | $358K |
| Avantax Planning Partners, Inc. | 0.01% | New | 553 | $354K |
| Cornell Pochily Investment Advisors, Inc. | 0.10% | New | 552 | $354K |
| Silicon Valley Capital Partners | 0.03% | No change | 552 | $354K |
| Vista Finance, LLC | 0.20% | New | 545 | $349K |
| Trust Co of the South | 0.05% | New | 543 | $348K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +96.7% | 541 | $347K |
| Tacita Capital Inc | 0.19% | No change | 540 | $346K |
| American Financial Advisors, LLC | 0.04% | New | 538 | $345K |
| Westwood Holdings Group Inc. | 0.00% | New | 538 | $345K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 537 | $344K |
| Syon Capital LLC | 0.01% | New | 526 | $337K |
| Texas Yale Capital Corp. | 0.01% | New | 525 | $336K |
| Core Wealth Partners LLC | 0.14% | New | 524 | $336K |
| Nwam LLC | 0.02% | New | 522 | $334K |
| Archer Investment Corp | 0.06% | No change | 522 | $334K |
| Essex LLC | 0.05% | New | 521 | $334K |
| Uptick Partners, LLC | 0.05% | New | 521 | $334K |
| Tactive Advisors, LLC | 0.08% | New | 520 | $333K |
| Naples Global Advisors, LLC | 0.02% | New | 517 | $331K |
| Ark Wealth Advisors LLC | 0.29% | New | 517 | $331K |
| IAG Wealth Partners, LLC | 0.03% | Add +11.7% | 516 | $331K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 536 | $329K |
| Pinion Investment Advisors, LLC | 0.06% | New | 509 | $326K |
| Ancora Advisors LLC | 0.01% | No change | 501 | $321K |
| Olistico Wealth, LLC | 0.14% | Reduce -36.2% | 501 | $321K |
| Guardian Financial Partners, LLC | 0.12% | New | 500 | $320K |
| Stelac Advisory Services LLC | 0.06% | No change | 500 | $320K |
| Prelude Capital Management, LLC | 0.02% | Reduce -66.7% | 500 | $320K |
| QRG Capital Management, Inc. | 0.00% | New | 500 | $320K |
| Eastern Bank | 0.00% | No change | 498 | $319K |
| Mascagni Wealth Management, Inc. | 0.20% | New | 497 | $318K |
| Clear Investment Research, LLC | 0.49% | Reduce -2.5% | 496 | $318K |
| Investment Advisory Services Group LLC | 0.23% | New | 495 | $317K |
| KERR FINANCIAL PLANNING Corp | 0.35% | Reduce -10.8% | 495 | $317K |
| Atlas Private Wealth Advisors | 0.07% | New | 494 | $317K |
| Exit Wealth Advisors, LLC. | 0.14% | New | 494 | $316K |
| Resurgent Financial Advisors LLC | 0.09% | New | 489 | $313K |
| Heritage Wealth Management, Inc. | 0.08% | New | 489 | $313K |
| Summit Financial Strategies, Inc. | 0.02% | New | 489 | $313K |
| My Personal CFO, LLC | 0.12% | New | 489 | $313K |
| Cladis Investment Advisory, LLC | 0.15% | New | 487 | $312K |
| CWA Asset Management Group, LLC | 0.01% | New | 483 | $310K |
| YHB Investment Advisors, Inc. | 0.02% | New | 480 | $308K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | New | 480 | $308K |
| Magnolia Capital Advisors LLC | 0.05% | New | 477 | $306K |
| Nestegg Advisors, Inc. | 0.22% | New | 476 | $305K |
| PGIM Custom Harvest LLC | 0.00% | New | 474 | $304K |
| Demars Financial Group, LLC | 0.08% | New | 473 | $303K |
| Founders Financial Securities LLC | 0.02% | New | 472 | $303K |
| Matrix Private Capital Group LLC | 0.13% | Reduce -13.1% | 472 | $302K |
| Advisors Capital Management, LLC | 0.00% | New | 470 | $301K |
| Gentry Private Wealth, LLC | 0.15% | New | 469 | $301K |
| Princeton Capital Management LLC | 0.07% | New | 465 | $298K |
| Polaris Investment Advisors, LLC | 0.19% | New | 465 | $298K |
| Arcadia Wealth Management, Inc. | 0.14% | New | 465 | $298K |
| Reyes Financial Architecture, Inc. | 0.17% | Add +5044.4% | 463 | $297K |
| Sentry LLC | 0.08% | New | 463 | $297K |
| Signet Private Wealth LLC | 0.23% | New | 460 | $295K |
| Smith, Moore & Co. | 0.02% | New | 457 | $293K |
| Venture Visionary Partners LLC | 0.01% | New | 454 | $291K |
| Centaurus Financial, Inc. | 0.01% | Reduce -29.3% | 452 | $290K |
| CMG Global Holdings, LLC | 0.12% | New | 452 | $290K |
| Blodgett Wealth Advisors, LLC | 0.19% | New | 450 | $288K |
| Plotkin Financial Advisors, LLC | 0.12% | Reduce -27.9% | 450 | $288K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 450 | $288K |
| TCFG Investment Advisors, LLC | 0.10% | New | 450 | $288K |
| Mechanics Bank Trust Department | 0.04% | New | 450 | $288K |
| Trust Co. of Toledo NA | 0.02% | No change | 450 | $288K |
| AIA Group Ltd | 0.00% | New | 449 | $288K |
| Optivise Advisory Services LLC | 0.15% | New | 448 | $287K |
| Joel Isaacson & Co., LLC | 0.01% | New | 447 | $286K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.03% | New | 444 | $284K |
| NFSG Corp | 0.04% | Reduce -20.5% | 443 | $284K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.2% | 441 | $282K |
| Wisconsin Wealth Advisors, LLC | 0.24% | New | 440 | $282K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 438 | $281K |
| Signaturefd, LLC | 0.00% | Reduce -20.4% | 438 | $281K |
| Baxter Bros Inc. | 0.03% | New | 435 | $279K |
| Valmark Advisers, Inc. | 0.00% | New | 430 | $276K |
| Pachira Investments Inc. | 0.10% | New | 429 | $275K |
| Waystone Advisors LLC | 0.20% | New | 429 | $275K |
| Ironwood Investment Counsel, LLC | 0.04% | New | 427 | $274K |
| Arch Global Advisors, LLC | 0.12% | New | 426 | $273K |
| Provident Wealth Management, LLC | 0.07% | Reduce -3.0% | 426 | $273K |
| Canvas Wealth Advisors, LLC | 0.04% | New | 426 | $273K |
| Shelton Capital Management | 0.01% | New | 425 | $272K |
| Sacks & Associates, LLC | 0.18% | New | 538 | $272K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | New | 423 | $271K |
| OneAscent Wealth Management LLC | 0.08% | New | 421 | $270K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -68.7% | 418 | $268K |
| Instrumental Wealth, LLC | 0.13% | New | 414 | $266K |
| Heirloom Wealth Management | 0.04% | New | 411 | $263K |
| Premier Private Wealth Management LLC | 0.23% | New | 411 | $263K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 411 | $263K |
| Portfolio Strategies, Inc. | 0.03% | New | 409 | $262K |
| MPWM Advisory Solutions, LLC | 0.12% | Add +351.1% | 406 | $260K |
| Boston Family Office LLC | 0.02% | New | 405 | $260K |
| Sharp Wealth Advisory, LLC | 0.12% | New | 405 | $260K |
| Hartree Partners, LP | 0.06% | New | 400 | $256K |
| Trust Co. of Vermont | 0.01% | — | 400 | $256K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 400 | $256K |
| Vaughan David Investments LLC | 0.01% | New | 400 | $256K |
| Kieckhefer Group LLC | 0.10% | New | 399 | $256K |
| Breachway Investments LLC | 0.38% | New | 394 | $252K |
| Teamwork Financial Advisors, LLC | 0.02% | New | 393 | $252K |
| Quantbot Technologies LP | 0.01% | Reduce -94.7% | 392 | $251K |
| X-Square Capital, LLC | 0.06% | Reduce -78.1% | 392 | $251K |
| Holland Advisory Services, Inc. | 0.28% | New | 390 | $250K |
| Frisch Financial Group, Inc. | 0.04% | New | 390 | $250K |
| Investment Partners, LTD. | 0.08% | New | 389 | $249K |
| Morton Capital Management LLC | 0.03% | New | 389 | $249K |
| Mather Group, Llc. | 0.00% | No change | 387 | $248K |
| Daiichi Life International Holdings LLC | 7.78% | New | 383 | $245K |
| Austin Asset Management Co Inc | 0.03% | New | 382 | $245K |
| RMR Wealth Builders | 0.02% | New | 381 | $244K |
| Elite Financial, Inc. | 0.10% | New | 380 | $243K |
| Benson Wealth Management INC | 0.24% | No change | 379 | $243K |
| Able Wealth Management LLC | 0.06% | New | 378 | $242K |
| Falcon Wealth Planning | 0.02% | New | 375 | $240K |
| Pursue Wealth Partners LLC | 0.13% | New | 375 | $240K |
| Banco BTG Pactual S.A. | 0.03% | New | 375 | $240K |
| Nelson Capital Management, LLC | 0.03% | New | 375 | $240K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 375 | $240K |
| Lakeridge Wealth Management LLC | 0.09% | New | 375 | $240K |
| Innovative Asset Advisors Group, LLC | 0.10% | No change | 373 | $239K |
| Lanark Financial, Inc. | 0.02% | Add +5.1% | 373 | $239K |
| Seeds Investor LLC | 0.02% | New | 373 | $239K |
| Coastal Bridge Advisors, LLC | 0.01% | New | 371 | $238K |
| Serenus Wealth Advisors, LLC | 0.04% | New | 370 | $237K |
| Keb Asset Management, LLC | 0.04% | New | 369 | $236K |
| Moneco Advisors, LLC | 0.01% | New | 368 | $236K |
| Forge Financial Services LLC | 0.02% | New | 366 | $235K |
| Calder Financial LLC | 0.22% | New | 365 | $234K |
| Beacon Capital Management, LLC | 0.03% | New | 364 | $234K |
| Axxcess Wealth Management, LLC | 0.00% | New | 364 | $233K |
| Quartz Partners, LLC | 0.08% | New | 363 | $233K |
| Family Manage LLC | 0.02% | New | 362 | $232K |
| Shoker Investment Counsel, Inc. | 0.06% | New | 361 | $232K |
| LWM Advisors Inc. | 0.20% | New | 361 | $231K |
| EdgeRock Capital LLC | 0.05% | New | 360 | $231K |
| King Luther Capital Management Corp. | 0.00% | New | 360 | $231K |
| Terra Nova Asset Management LLC | 0.14% | New | 358 | $230K |
| Daymark Wealth Partners, LLC | 0.01% | New | 358 | $229K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -73.2% | 357 | $229K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 357 | $229K |
| Arbor Wealth Management LLC\AZ | 0.20% | New | 354 | $227K |
| Kestra Investment Management, LLC | 0.00% | New | 351 | $225K |
| CRA Financial Services, LLC | 0.03% | New | 351 | $225K |
| United Advisor Group, LLC | 0.02% | New | 351 | $225K |
| Bluesphere Advisors LLC | 0.07% | New | 350 | $224K |
| Fortem Financial Group, LLC | 0.05% | New | 350 | $224K |
| Swisher Financial Concepts, Inc. | 0.14% | Reduce -52.3% | 348 | $223K |
| Canton Hathaway, LLC | 0.04% | No change | 348 | $223K |
| Facet Wealth, Inc. | 0.00% | Reduce -46.4% | 346 | $222K |
| Ruggaard & Associates LLC | 0.08% | New | 345 | $221K |
| Intesa Sanpaolo Wealth Management | 0.04% | Reduce -9.4% | 345 | $221K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 345 | $221K |
| Maia Wealth LLC | 0.03% | New | 344 | $220K |
| Advisor Resource Council | 0.07% | New | 379 | $220K |
| Mindset Wealth Management, LLC | 0.04% | New | 339 | $217K |
| Valley National Advisers Inc. | 0.02% | No change | 333 | $213K |
| Objective Capital Management, LLC | 0.19% | New | 332 | $213K |
| Evelyn Partners Group Ltd | 0.00% | — | 1,301 | $212K |
| 4J Wealth Management LLC | 0.10% | New | 331 | $212K |
| Oxford Wealth Group, LLC | 0.09% | New | 331 | $212K |
| Guidance Capital, Inc. | 0.05% | New | 399 | $212K |
| Symphony Financial, Ltd. Co. | 0.02% | New | 336 | $212K |
| APS Management Group, Inc. | 0.16% | New | 322 | $206K |
| Saxony Capital Management, LLC | 0.09% | New | 319 | $204K |
| Fiscal Wisdom Wealth Management, LLC | 0.17% | New | 318 | $204K |
| SilverOak Wealth Management LLC | 0.03% | New | 318 | $204K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -8.6% | 318 | $204K |
| Range Advisory, LLC | 0.02% | New | 315 | $202K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Reduce -44.8% | 315 | $202K |
| Flynn Zito Capital Management, LLC | 0.05% | New | 313 | $201K |
| SWAN Capital LLC | 0.07% | Reduce -33.3% | 312 | $200K |
| Fortitude Family Office, LLC | 0.04% | No change | 306 | $196K |
| Vima LLC | 0.19% | — | 300 | $192K |
| Solstein Capital, LLC | 0.07% | No change | 300 | $192K |
| Manchester Capital Management LLC | 0.03% | No change | 300 | $192K |
| Roxbury Financial LLC | 0.15% | Reduce -3.3% | 295 | $189K |
| Howe & Rusling Inc. | 0.01% | New | 291 | $186K |
| Vinland Capital Management Gestora de Recursos LTDA. | 1.63% | New | 50 | $166K |
| Colonial Trust Co / SC | 0.02% | Reduce -81.5% | 248 | $159K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | Reduce -34.9% | 244 | $156K |
| Integrity Financial Corp | 0.07% | Add +358.5% | 243 | $156K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 243 | $156K |
| Compass Financial Management LLC | 0.02% | — | 286 | $155K |
| Castleark Management LLC | 0.00% | New | 230 | $147K |
| Western Pacific Wealth Management, LP | 0.13% | New | 222 | $142K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 222 | $142K |
| Key Financial Inc | 0.02% | No change | 217 | $139K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 213 | $136K |
| McGuire Capital Advisors Inc. | 0.07% | New | 211 | $135K |
| EPG Wealth Management LLC | 0.03% | No change | 210 | $135K |
| Bessemer Group Inc. | 0.00% | No change | 206 | $132K |
| Basepoint Wealth LLC | 0.07% | No change | 204 | $131K |
| FWL Investment Management, LLC | 0.02% | Add +2728.6% | 198 | $127K |
| Wellington Shields & Co., LLC | 0.03% | Add +30.7% | 196 | $126K |
| CX Institutional | 0.00% | Add +4.5% | 187 | $120K |
| GAMMA Investing LLC | 0.00% | Reduce -6.2% | 181 | $116K |
| Key Capital Management, INC | 0.06% | New | 180 | $115K |
| Realta Investment Advisors | 0.03% | Add +151.5% | 166 | $106K |
| Align Financial, LLC | 0.05% | No change | 165 | $106K |
| PlanVest Financial, Inc | 0.07% | Add +75.3% | 163 | $104K |
| Fairscale Capital, LLC | 0.06% | New | 163 | $104K |
| Morse Asset Management, Inc | 0.02% | Reduce -1.2% | 160 | $103K |
| Barnes Dennig Private Wealth Management LLC | 0.08% | Reduce -20.5% | 159 | $102K |
| Truvestments Capital LLC | 0.01% | No change | 150 | $96K |
| Crews Bank & Trust | 0.01% | No change | 150 | $96K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 150 | $96K |
| MidFirst Bank | 0.01% | New | 147 | $94K |
| Morling Financial Advisors, LLC | 0.02% | New | 137 | $88K |
| Capital Advisor Network LLC | 0.11% | New | 131 | $84K |
| Allianz SE | 0.00% | No change | 128 | $82K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -49.4% | 128 | $82K |
| Downshift Financial, LLC | 0.04% | New | 126 | $81K |
| Cape Investment Advisory, Inc. | 0.02% | New | 126 | $81K |
| Hollencrest Capital Management | 0.01% | Reduce -4.6% | 124 | $80K |
| Gould Capital, LLC | 0.04% | Add +7.3% | 118 | $76K |
| Financial Consulate, Inc. | 0.01% | Reduce -7.9% | 117 | $75K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 117 | $75K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 115 | $74K |
| SHP Wealth Management | 0.01% | Add +21.3% | 114 | $73K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 113 | $72K |
| Ballast Advisors LLC | 0.02% | New | 110 | $70K |
| ESL Trust Services, LLC | 0.01% | New | 109 | $70K |
| Commonwealth Retirement Investments LLC | 0.02% | New | 105 | $67K |
| Sittner & Nelson, LLC | 0.02% | New | 100 | $64K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -33.3% | 100 | $64K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $64K |
| Copia Wealth Management | 0.04% | No change | 96 | $62K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +70.0% | 102 | $61K |
| Security National Bank of Sioux City Iowa | 0.02% | New | 90 | $58K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 90 | $58K |
| Elevation Wealth Partners, LLC | 0.02% | Add +203.6% | 85 | $55K |
| Paladin Partners, LLC | 0.04% | New | 85 | $54K |
| Asset Dedication, LLC | 0.00% | Add +112.5% | 85 | $54K |
| Centerpoint Advisors, LLC | 0.02% | Add +183.3% | 85 | $54K |
| SYM FINANCIAL Corp | 0.00% | No change | 83 | $53K |
| Glassman Wealth Services | 0.01% | No change | 81 | $52K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 80 | $51K |
| Wellington-Altus USA Inc. | 0.04% | No change | 150 | $49K |
| Evolution Wealth Management Inc. | 0.03% | No change | 76 | $49K |
| Go Invest LLC | 0.01% | Add +11.8% | 76 | $49K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 76 | $49K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 75 | $48K |
| Topsail Wealth Management, LLC | 0.01% | No change | 75 | $48K |
| Caldwell Trust Co | 0.00% | New | 75 | $48K |
| HM Payson & Co. | 0.00% | No change | 75 | $48K |
| First PREMIER Bank | 0.01% | No change | 75 | $48K |
| ZEGA Investments, LLC | 0.01% | Add +3500.0% | 72 | $46K |
| American Capital Advisory, LLC | 0.02% | No change | 72 | $46K |
| Quent Capital, LLC | 0.00% | Add +20.0% | 72 | $46K |
| Burnham & Co LLC | 0.04% | — | 71 | $45K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +245.0% | 69 | $44K |
| Triumph Capital Management | 0.01% | Add +44.4% | 65 | $42K |
| Highline Wealth Partners LLC | 0.01% | Add +182.6% | 65 | $42K |
| Highland Investment Advisors LLC | 0.02% | — | 63 | $40K |
| Anchor Bay Capital, Inc. | 0.02% | — | 76 | $40K |
| First Command Advisory Services, Inc. | 0.00% | No change | 62 | $40K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +125.0% | 54 | $35K |
| Elequin Capital, LP | 0.01% | New | 53 | $34K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -41.6% | 52 | $34K |
| Turim 21 Investimentos Ltda. | 0.01% | No change | 2,450 | $33K |
| Perkins Coie Trust Co | 0.00% | No change | 46 | $29K |
| McDonald Partners LLC | 0.01% | New | 44 | $28K |
| Abound Wealth Management | 0.01% | No change | 43 | $28K |
| Nemes Rush Group LLC | 0.00% | No change | 42 | $27K |
| Kiker Wealth Management, LLC | 0.01% | No change | 40 | $26K |
| Financial Life Planners | 0.01% | No change | 36 | $23K |
| Coston, McIsaac & Partners | 0.00% | No change | 36 | $23K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 34 | $21K |
| Hantz Financial Services, Inc. | 0.00% | No change | 31 | $20K |
| Gen-Wealth Partners Inc | 0.01% | No change | 30 | $20K |
| Silver Grove Financial Group, Inc. | 0.01% | No change | 30 | $19K |
| Princeton Global Asset Management LLC | 0.00% | No change | 30 | $19K |
| Colonial Trust Advisors | 0.00% | New | 30 | $19K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $19K |
| Fortis Group Advisors, LLC | 0.00% | No change | 28 | $18K |
| First United Bank & Trust | 0.00% | No change | 25 | $16K |
| Biltmore Family Office, LLC | 0.00% | No change | 25 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 25 | $16K |
| Ascentis Independent Advisors | 0.04% | Reduce -99.2% | 23 | $15K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 23 | $15K |
| Southern Michigan Bank & Trust | 0.00% | No change | 21 | $13K |
| Sawyer & Company, Inc | 0.00% | No change | 21 | $13K |
| Sims Investment Management, LLC | 0.00% | New | 20 | $13K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 18 | $12K |
| Chesapeake Asset Management LLC | 0.01% | No change | 17 | $11K |
| Bokf, NA | 0.00% | New | 17 | $11K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 16 | $10K |
| NBH Bank | 0.00% | — | 16 | $10K |
| Blueline Advisors LLC | 0.01% | New | 48 | $10K |
| CrossGen Wealth, LLC | 0.01% | No change | 15 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 15 | $10K |
| Monetary Solutions, Ltd | 0.01% | No change | 15 | $10K |
| Noble Wealth Management PBC | 0.00% | No change | 14 | $9K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -44.0% | 14 | $9K |
| Financially Speaking Inc | 0.04% | No change | 25 | $8K |
| Winch Advisory Services, LLC | 0.00% | No change | 12 | $8K |
| Rossby Financial, LCC | 0.00% | Reduce -91.7% | 11 | $7K |
| Wagner Wealth Management, LLC | 0.00% | New | 10 | $6K |
| Markowski Investments | 0.00% | — | 9 | $6K |
| Nvwm, LLC | 0.00% | No change | 9 | $6K |
| St Germain D J Co. Inc. | 0.00% | Reduce -76.3% | 9 | $6K |
| CKW Financial Group | 0.00% | New | 8 | $5K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 7 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 6 | $4K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -63.2% | 5,642 | $4K |
| XP Advisory US, Inc. | 0.00% | — | 5 | $3K |
| Bfsg, LLC | 0.00% | New | 5 | $3K |
| Bollard Group LLC | 0.00% | No change | 5 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 4 | $3K |
| Hurley Capital, LLC | 0.00% | New | 3 | $2K |
| Allied Private Wealth LLC | 0.00% | — | 3 | $2K |
| SouthState Bank Corp | 0.00% | New | 2 | $1K |
| Albion Financial Group | 0.00% | Reduce -33.3% | 2 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 1 | $1K |
| LM Advisors LLC | 0.00% | Add +119.0% | 1,426 | $914 |
| Harborfront Financial Group LLC | 0.00% | — | 1 | $686 |
| Imprint Wealth LLC | 0.00% | New | 1 | $641 |
| Financial Gravity Companies, Inc. | 0.00% | — | 1 | $641 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $641 |
| Napier Financial, LLC | 0.00% | No change | 1 | $641 |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1 | $641 |
"% of holder's portfolio" is SOXX's weight in each manager's 13F, not the share of iShares Semiconductor ETF the manager owns.