iShares Biotechnology ETFIBBETF
13F holders, Q3 2024 (September 30)895holders −1
68new positions
74sold out
4famous investors
$145.53avg. 13F price*
At the end of Q3 2024, 895 institutions reported holding iShares Biotechnology ETF (IBB) in their 13F filings, down 1 from Q2 2024. 68 opened new positions and 74 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($460.3M) and BNP Paribas Financial Markets ($346.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Biotechnology ETF
- CUSIP
- 464287556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $55.3M |
| Exits | 74 | $126.7M |
All 13F filers, Q2 2024 → Q3 2024: 2,964,726 shares bought and 6,405,842 shares sold, net −3,441,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 895 holders
| Bank of America Corp. | 0.09% | Reduce -4.9% | 7,152,573 | $1.0B |
| Morgan Stanley | 0.03% | Add +16.1% | 3,161,447 | $460.3M |
| BNP Paribas Financial Markets | 0.34% | Add +29.3% | 2,380,229 | $346.6M |
| Citigroup Inc. | 0.27% | Reduce -35.9% | 1,979,600 | $288.2M |
| Royal Bank of Canada | 0.05% | Add +15.3% | 1,472,425 | $214.4M |
| Jane Street Group, LLC | 0.34% | Add +45.9% | 1,436,266 | $209.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -56.6% | 1,367,178 | $199.1M |
| UBS Group AG | 0.04% | Reduce -3.0% | 878,499 | $127.9M |
| Wells Fargo & Company | 0.03% | Add +12.9% | 783,346 | $114.1M |
| Commerce Bank | 0.66% | Add +1.8% | 743,366 | $108.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.24% | Add +32.9% | 663,000 | $96.5M |
| LPL Financial LLC | 0.04% | Reduce -0.1% | 612,455 | $89.2M |
| Main Management ETF Advisors, LLC | 4.10% | Add +2.5% | 593,370 | $86.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -71.6% | 570,842 | $83.1M |
| BlackRock, Inc. | 0.00% | — | 395,900 | $57.6M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.8% | 358,192 | $52.2M |
| Barclays PLC | 0.02% | Add +769.0% | 357,085 | $52.0M |
| Two Sigma Investments, LP | 0.10% | Reduce -32.9% | 284,207 | $41.4M |
| Bronte Capital Management Pty Ltd. | 3.23% | Add +0.2% | 272,955 | $39.7M |
| Susquehanna International Group, LLP | 0.07% | Reduce -3.6% | 270,700 | $39.4M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -0.2% | 216,543 | $31.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.9% | 180,419 | $26.3M |
| Raymond James & Associates | 0.02% | Reduce -7.2% | 176,121 | $25.6M |
| Ameriprise Financial Inc. | 0.01% | Add +7.8% | 162,025 | $23.6M |
| Two Sigma Advisers, LP | 0.05% | Reduce -45.5% | 155,699 | $22.7M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -5.7% | 146,794 | $21.4M |
| Stifel Financial Corp. | 0.02% | Reduce -1.6% | 143,707 | $20.9M |
| State of Michigan Retirement System | 0.10% | Add +9.6% | 137,000 | $19.9M |
| Gray Foundation | 5.69% | No change | 131,693 | $19.2M |
| Albion Financial Group | 1.31% | Add +0.3% | 129,980 | $18.9M |
| Avalon Trust Co | 1.37% | Reduce -1.0% | 126,958 | $18.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Reduce -6.0% | 104,971 | $18.1M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -0.2% | 109,268 | $15.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -10.1% | 106,338 | $15.5M |
| DAFNA Capital Management LLC | 3.56% | No change | 102,500 | $14.9M |
| Millennium Management | 0.01% | Add +50.4% | 98,231 | $14.3M |
| MAI Capital Management | 0.12% | Reduce -1.2% | 89,402 | $13.0M |
| Corient Private Wealth LP | 0.02% | Reduce -4.5% | 85,014 | $12.4M |
| Brown Advisory Inc. | 0.02% | Reduce -0.1% | 82,805 | $12.1M |
| Miller Investment Management, LP | 1.25% | Reduce -1.8% | 82,563 | $12.0M |
| Investment House LLC | 0.64% | Add +1.4% | 81,828 | $11.9M |
| Cetera Investment Advisers | 0.03% | Reduce -12.4% | 80,048 | $11.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.9% | 79,897 | $11.6M |
| MMBG Investment Advisors Co. | 1.19% | No change | 78,550 | $11.4M |
| Cumberland Advisors Inc. | 4.45% | Reduce -4.1% | 76,953 | $11.2M |
| Appleton Partners Inc. | 0.81% | Add +2.8% | 75,699 | $11.0M |
| Factory Mutual Insurance Co. | 0.11% | No change | 71,000 | $10.3M |
| GYL Financial Synergies, LLC | 0.77% | Add +0.7% | 70,379 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -12.7% | 68,712 | $10.0M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -9.5% | 68,332 | $9.9M |
| Raelipskie Partnership | 4.81% | Add +0.0% | 67,802 | $9.9M |
| McGuire Investment Group, LLC | 1.38% | Reduce -0.5% | 67,355 | $9.8M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.96% | Add +0.5% | 66,660 | $9.7M |
| Creative Planning | 0.01% | Reduce -1.8% | 66,657 | $9.7M |
| Peapack Gladstone Financial Corp. | 0.14% | Reduce -4.3% | 66,511 | $9.7M |
| MML Investors Services, LLC | 0.03% | Reduce -2.3% | 64,901 | $9.4M |
| Blair William & Co. | 0.03% | Add +35.5% | 63,899 | $9.3M |
| Pacific Capital Wealth Advisors, Inc. | 1.55% | Reduce -1.1% | 63,384 | $9.2M |
| Destiny Wealth Partners, LLC | 1.61% | Reduce -17.7% | 63,044 | $9.2M |
| Calamos Advisors LLC | 0.06% | No change | 56,295 | $8.2M |
| Tradition Wealth Management, LLC | 0.72% | Add +3.3% | 55,847 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.9% | 55,831 | $8.1M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -8.8% | 58,499 | $8.1M |
| NTV Asset Management LLC | 1.07% | Add +3.1% | 54,928 | $8.0M |
| Williams Jones Wealth Management, LLC. | 0.09% | Reduce -5.5% | 54,826 | $8.0M |
| SP Asset Management LLC | 0.64% | Add +0.1% | 53,015 | $7.7M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +9.3% | 52,725 | $7.7M |
| Blume Capital Management, Inc. | 1.70% | Reduce -1.0% | 51,699 | $7.5M |
| Cerity Partners LLC | 0.02% | Reduce -5.8% | 50,213 | $7.3M |
| GTS Securities LLC | 0.14% | Reduce -9.8% | 49,388 | $7.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +354.7% | 48,476 | $7.1M |
| Sicart Associates LLC | 2.43% | No change | 47,478 | $6.9M |
| Neville Rodie & Shaw Inc. | 0.50% | Reduce -0.1% | 46,802 | $6.8M |
| Captrust Financial Advisors | 0.02% | Reduce -3.5% | 46,486 | $6.8M |
| Focus Partners Wealth | 0.02% | Reduce -63.3% | 45,487 | $6.6M |
| D. E. Shaw & Co. | 0.01% | Add +163.8% | 45,232 | $6.6M |
| Associated Banc-Corp | 0.19% | Add +5.7% | 44,976 | $6.5M |
| Howard Capital Management Group, LLC | 0.45% | Reduce -0.4% | 43,592 | $6.3M |
| Michelson Medical Research Foundation, Inc. | 4.45% | No change | 43,395 | $6.3M |
| Crescent Grove Advisors, LLC | 0.64% | Reduce -1.7% | 42,800 | $6.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -6.8% | 42,204 | $6.1M |
| Harbour Investment Management LLC | 2.72% | Reduce -0.6% | 42,104 | $6.1M |
| Toth Financial Advisory Corp. | 0.72% | Add +19.1% | 41,862 | $6.1M |
| Colonial Trust Advisors | 0.52% | Reduce -2.6% | 41,613 | $6.1M |
| DRW Securities, LLC | 0.33% | New | 41,139 | $6.0M |
| Forbes J M & Co. LLP | 0.58% | Reduce -1.1% | 40,910 | $6.0M |
| Trek Financial, LLC | 0.44% | New | 40,561 | $5.9M |
| First Interstate Bank | 0.35% | Reduce -1.1% | 40,091 | $5.8M |
| Erste Asset Management GmbH | 0.07% | New | 39,000 | $5.7M |
| Truist Financial Corp. | 0.01% | Add +7.8% | 38,117 | $5.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 37,760 | $5.5M |
| FRG Family Wealth Advisors LLC | 0.96% | Reduce -0.5% | 36,895 | $5.4M |
| Lido Advisors, LLC | 0.04% | Reduce -10.7% | 36,023 | $5.2M |
| Oppenheimer & Co. Inc. | 0.08% | Add +0.7% | 35,663 | $5.2M |
| SOL Capital Management CO | 0.57% | Add +0.5% | 35,165 | $5.1M |
| Alpha Family Trust | 2.81% | No change | 34,608 | $5.0M |
| Analyst IMS Investment Management Services Ltd. | 0.19% | No change | 33,758 | $4.9M |
| Evergreen Capital Management LLC | 0.16% | Reduce -2.9% | 33,735 | $4.9M |
| LMR Partners LLP | 0.14% | New | 33,678 | $4.9M |
| Bank of Montreal | 0.00% | Reduce -7.8% | 33,368 | $4.8M |
| Chesley Taft & Associates LLC | 0.23% | Reduce -1.1% | 32,558 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.5% | 32,419 | $4.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -3.6% | 32,094 | $4.7M |
| Mirador Capital Partners LP | 0.77% | Reduce -0.6% | 29,511 | $4.3M |
| NBT Bank, N.A. | 0.29% | Reduce -0.7% | 29,260 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +10.2% | 28,632 | $4.2M |
| Mariner, LLC | 0.01% | Reduce -5.7% | 28,602 | $4.2M |
| Moors & Cabot, Inc. | 0.21% | Reduce -1.6% | 28,582 | $4.2M |
| Robbins Farley | 2.01% | Add +0.4% | 27,345 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.8% | 27,273 | $4.0M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -8.1% | 26,586 | $3.9M |
| Macquarie Group Ltd. | 0.00% | Add +3610.9% | 26,310 | $3.8M |
| Nicholas Investment Partners, LP | 0.39% | New | 25,939 | $3.8M |
| Traynor Capital Management, Inc. | 0.30% | Add +11.2% | 25,004 | $3.6M |
| Florin Court Capital LLP | 2.90% | Add +570.3% | 24,800 | $3.6M |
| Etfidea, LLC | 1.14% | Add +0.3% | 24,764 | $3.6M |
| Condor Capital Management | 0.32% | Reduce -0.6% | 24,476 | $3.6M |
| Perkins Coie Trust Co | 0.79% | Reduce -2.9% | 24,446 | $3.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 24,412 | $3.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 24,400 | $3.6M |
| Snider Financial Group | 1.28% | Add +19.8% | 24,000 | $3.5M |
| Glenmede Trust Co. NA | 0.02% | No change | 23,687 | $3.4M |
| Pinnacle Family Advisors, LLC | 1.73% | New | 22,987 | $3.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +2.4% | 22,672 | $3.3M |
| Proquility Private Wealth Partners, LLC | 1.05% | Reduce -11.6% | 22,577 | $3.3M |
| Evolution Wealth Advisors, LLC | 0.59% | Add +3.3% | 22,532 | $3.3M |
| FAS Wealth Partners, Inc. | 0.26% | Reduce -2.6% | 22,349 | $3.3M |
| Lyell Wealth Management, LP | 0.29% | Add +3.4% | 22,274 | $3.2M |
| Waverly Advisors, LLC | 0.06% | Add +0.5% | 22,184 | $3.2M |
| Atom Investors LP | 0.34% | Reduce -0.3% | 22,117 | $3.2M |
| Old Mission Capital LLC | 0.07% | New | 21,905 | $3.2M |
| SlateStone Wealth, LLC | 0.28% | Reduce -0.8% | 21,541 | $3.1M |
| KCM Investment Advisors LLC | 0.10% | Reduce -2.3% | 20,381 | $3.0M |
| Martin & Co. Inc. | 0.69% | Add +0.2% | 20,248 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 20,200 | $2.9M |
| Keybank National Association | 0.01% | Reduce -1.9% | 19,942 | $2.9M |
| Blue Square Asset Management, LLC | 1.56% | Add +3.0% | 19,902 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 19,740 | $2.9M |
| Burns J W & Co. Inc. | 0.37% | Reduce -1.3% | 19,648 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -7.0% | 19,460 | $2.8M |
| Marion Wealth Management | 0.75% | Add +4.3% | 19,221 | $2.8M |
| Bray Capital Advisors | 0.68% | Reduce -0.9% | 18,991 | $2.8M |
| Sandy Spring Bank | 0.11% | Reduce -5.0% | 18,503 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -2.5% | 18,309 | $2.7M |
| Franklin Resources Inc. | 0.00% | Add +3.3% | 18,285 | $2.7M |
| Merit Financial Group, LLC | 0.06% | Add +3.6% | 17,780 | $2.6M |
| Pursue Wealth Partners LLC | 1.40% | Reduce -5.3% | 17,569 | $2.6M |
| Comerica Bank | 0.01% | Reduce -3.6% | 17,503 | $2.5M |
| Dakota Wealth Management | 0.06% | Add +0.4% | 17,429 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -9.6% | 17,355 | $2.5M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -3.4% | 17,284 | $2.5M |
| Westside Investment Management, Inc. | 0.53% | Add +1.2% | 17,002 | $2.5M |
| Greenline Partners, LLC | 0.35% | No change | 16,847 | $2.5M |
| ArchPoint Investors | 0.81% | No change | 16,750 | $2.4M |
| Composition Wealth, LLC | 0.06% | Reduce -5.5% | 16,693 | $2.4M |
| Texas Yale Capital Corp. | 0.10% | Add +24.1% | 16,447 | $2.4M |
| Bank Pictet & Cie (Europe) AG | 0.06% | No change | 16,280 | $2.4M |
| Global Retirement Partners, LLC | 0.07% | Reduce -1.2% | 16,123 | $2.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +17.1% | 16,083 | $2.3M |
| Avalon Capital Management | 0.70% | New | 15,796 | $2.3M |
| 1ST Source Bank | 0.13% | Reduce -2.5% | 15,777 | $2.3M |
| SG Americas Securities, LLC | 0.01% | Add +16.4% | 15,764 | $2.3M |
| Valicenti Advisory Services Inc. | 0.59% | Reduce -6.9% | 15,680 | $2.3M |
| Choate Investment Advisors | 0.06% | No change | 15,602 | $2.3M |
| M&R Capital Management Inc. | 0.50% | Reduce -0.5% | 15,442 | $2.2M |
| Maven Securities LTD | 0.25% | New | 15,363 | $2.2M |
| Busey Bank | 0.07% | Reduce -0.3% | 15,285 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +0.5% | 15,236 | $2.2M |
| Bar Harbor Wealth Management | 0.14% | Reduce -3.2% | 14,826 | $2.2M |
| Quintet Private Bank (Europe) S.A. | 0.12% | Add +20.7% | 14,752 | $2.1M |
| Empirical Asset Management, LLC | 0.76% | Add +2.0% | 14,658 | $2.1M |
| Westwood Wealth Management | 0.83% | Add +17.6% | 14,500 | $2.1M |
| CENTRAL TRUST Co | 0.05% | Reduce -0.6% | 14,490 | $2.1M |
| FIL Ltd | 0.00% | Reduce -5.4% | 14,478 | $2.1M |
| FMR LLC | 0.00% | Add +19.2% | 14,450 | $2.1M |
| Capital Insight Partners, LLC | 0.37% | Add +5.4% | 14,431 | $2.1M |
| Prudential PLC | 0.01% | Add +7.0% | 14,060 | $2.0M |
| US Bancorp \de | 0.00% | Add +2.8% | 14,028 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +4.5% | 14,058 | $2.0M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 1.44% | Reduce -1.4% | 13,902 | $2.0M |
| Clarity Wealth Advisors, LLC | 0.59% | Reduce -16.7% | 13,829 | $2.0M |
| Fifth Third Bancorp | 0.01% | No change | 13,727 | $2.0M |
| Intellectus Partners, LLC | 0.51% | Reduce -7.1% | 13,705 | $2.0M |
| Advantage Trust Co | 1.35% | Add +0.5% | 13,702 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.0% | 13,253 | $1.9M |
| Martin Capital Advisors, LLP | 1.37% | Add +1.0% | 13,169 | $1.9M |
| Magnus Financial Group LLC | 0.19% | Add +19.9% | 12,863 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -7.4% | 12,729 | $1.9M |
| New England Private Wealth Advisors LLC | 0.30% | Add +0.2% | 12,687 | $1.8M |
| Boston Research & Management Inc. | 0.43% | Reduce -11.1% | 12,657 | $1.8M |
| Pinnacle Associates Ltd. | 0.03% | Add +2.7% | 13,556 | $1.8M |
| White Lighthouse Investment Management Inc. | 0.33% | Reduce -0.4% | 12,519 | $1.8M |
| Harbor Advisory Corp. | 0.59% | Reduce -3.0% | 12,404 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +4.1% | 12,368 | $1.8M |
| Twin Focus Capital Partners, LLC | 0.28% | Add +0.0% | 12,246 | $1.8M |
| Bellwether Advisors, LLC | 0.34% | No change | 12,156 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -6.4% | 12,034 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +2.3% | 11,896 | $1.7M |
| Wesbanco Bank Inc. | 0.06% | Reduce -2.5% | 11,697 | $1.7M |
| Novak & Powell Financial Services, Inc. | 0.98% | Add +0.0% | 11,593 | $1.7M |
| Family Firm, Inc. | 0.36% | Add +7.5% | 40,674 | $1.7M |
| Eagle Strategies LLC | 0.30% | Reduce -3.5% | 11,265 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | Add +40000.0% | 11,228 | $1.6M |
| Cassaday & Co Wealth Management LLC | 0.05% | Reduce -0.4% | 11,156 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +1.7% | 11,061 | $1.6M |
| Clarus Wealth Advisors | 0.81% | Reduce -1.1% | 11,222 | $1.6M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -0.4% | 10,866 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +32.7% | 10,805 | $1.6M |
| Telos Capital Management, Inc. | 0.16% | Reduce -3.1% | 10,790 | $1.6M |
| Synovus Financial Corp. | 0.02% | Reduce -1.5% | 10,777 | $1.6M |
| BTG Pactual Asset Management US LLC | 0.23% | Add +12.4% | 13,788 | $1.6M |
| HCR Wealth Advisors | 0.20% | Reduce -20.4% | 10,706 | $1.6M |
| Caz Investments LP | 1.45% | No change | 10,700 | $1.6M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -1.2% | 10,662 | $1.6M |
| Scotia Capital Inc. | 0.01% | Reduce -1.5% | 10,559 | $1.5M |
| Garrison Point Advisors, LLC | 0.95% | Add +0.7% | 10,510 | $1.5M |
| Blue Fin Capital, Inc. | 0.29% | Reduce -0.3% | 10,479 | $1.5M |
| Security National Bank of So Dak | 0.84% | Reduce -0.3% | 10,431 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +51.5% | 10,432 | $1.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Add +42.7% | 10,381 | $1.5M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -4.4% | 10,350 | $1.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.23% | Add +168.3% | 10,322 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -4.7% | 10,320 | $1.5M |
| Colonial Trust Co / SC | 0.23% | Reduce -5.6% | 10,259 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Add +203.7% | 10,213 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -1.8% | 10,162 | $1.5M |
| WealthCare Investment Partners, LLC | 0.64% | Add +2.8% | 10,252 | $1.5M |
| Connective Portfolio Management, LLC | 2.58% | New | 5,829 | $1.5M |
| Cannell & Spears LLC | 0.03% | No change | 9,988 | $1.5M |
| Financial Advocates Investment Management | 0.08% | Add +11.1% | 9,959 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +1.1% | 9,874 | $1.4M |
| Canton Hathaway, LLC | 0.36% | Reduce -1.9% | 9,861 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +2.7% | 9,733 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +8.0% | 9,677 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +9.0% | 9,664 | $1.4M |
| RS Crum Inc. | 0.33% | Reduce -1.3% | 9,656 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -1.4% | 9,444 | $1.4M |
| Tudor Investment Corporation | 0.02% | Reduce -21.9% | 9,423 | $1.4M |
| Means Investment Co., Inc. | 0.15% | Reduce -1.4% | 9,406 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -1.1% | 9,600 | $1.4M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -2.5% | 9,277 | $1.4M |
| Security National Bank of Sioux City Iowa | 0.82% | Add +0.0% | 9,267 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -3.0% | 9,168 | $1.3M |
| Towercrest Capital Management | 0.21% | No change | 9,163 | $1.3M |
| &partners | 0.03% | Reduce -13.6% | 9,142 | $1.3M |
| SteelPeak Wealth, LLC | 0.06% | Add +11.5% | 9,102 | $1.3M |
| Biltmore Family Office, LLC | 0.23% | Reduce -1.4% | 9,040 | $1.3M |
| Walleye Capital LLC | 0.02% | Add +82.7% | 9,018 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -55.2% | 9,007 | $1.3M |
| Royal Fund Management, LLC | 0.09% | New | 8,955 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +8.1% | 8,901 | $1.3M |
| VERITY Wealth Advisors | 0.91% | No change | 8,898 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.1% | 8,788 | $1.3M |
| Burke & Herbert Bank & Trust Co. | 0.29% | Reduce -12.0% | 8,704 | $1.3M |
| Connecticut Wealth Management, LLC | 0.06% | No change | 8,696 | $1.3M |
| PFG Investments, LLC | 0.08% | Add +0.0% | 8,658 | $1.3M |
| Audent Global Asset Management, LLC | 2.15% | Reduce -6.3% | 8,644 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | Add +29.4% | 8,640 | $1.3M |
| City State Bank | 0.45% | Add +0.3% | 8,520 | $1.2M |
| Counterweight Ventures, LLC | 0.87% | Add +46.8% | 8,454 | $1.2M |
| Banque Cantonale Vaudoise | 0.05% | Reduce -16.5% | 8,397 | $1.2M |
| Knollwood Investment Advisory, LLC | 0.13% | No change | 8,384 | $1.2M |
| Kanawha Capital Management LLC | 0.09% | Add +20.6% | 8,384 | $1.2M |
| Courier Capital LLC | 0.08% | Reduce -2.6% | 8,337 | $1.2M |
| Rockingstone Advisors LLC | 0.59% | Add +0.2% | 8,280 | $1.2M |
| Main Street Financial Solutions, LLC | 0.11% | Add +1.9% | 8,152 | $1.2M |
| Knightsbridge Asset Management, LLC | 0.27% | No change | 8,097 | $1.2M |
| Adell Harriman & Carpenter Inc. | 0.09% | Reduce -1.9% | 8,041 | $1.2M |
| Signature Wealth Management Partners, LLC | 0.85% | Reduce -27.4% | 8,022 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Reduce -1.9% | 7,988 | $1.2M |
| Acropolis Investment Management, LLC | 0.07% | Reduce -5.9% | 7,843 | $1.1M |
| Battery Global Advisors, LLC | 0.61% | Add +24159.4% | 7,763 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -1.4% | 7,728 | $1.1M |
| Belpointe Asset Management LLC | 0.07% | Add +95.0% | 7,549 | $1.1M |
| Deltec Asset Management LLC | 0.22% | No change | 7,500 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -17.1% | 7,463 | $1.1M |
| Finer Wealth Management, Inc. | 0.67% | Add +67.2% | 7,449 | $1.1M |
| Shulman DeMeo Asset Management LLC | 0.27% | No change | 7,434 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.48% | Add +6.8% | 7,360 | $1.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Reduce -1.4% | 7,307 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +11.7% | 7,083 | $1.0M |
| Webster Bank, N. A. | 0.11% | Reduce -3.4% | 7,064 | $1.0M |
| Proffitt & Goodson Inc. | 0.17% | Reduce -0.4% | 7,059 | $1.0M |
| Arrowroot Family Office, LLC | 0.60% | Add +37.5% | 7,041 | $1.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -6.7% | 7,032 | $1.0M |
| Moody LYNN Lieberson & Walker, LLC | 0.06% | No change | 7,005 | $1.0M |
| Fiduciary Trust Co | 0.01% | Reduce -1.7% | 6,915 | $1.0M |
| Essex Financial Services, Inc. | 0.07% | Reduce -14.9% | 6,973 | $1.0M |
| Banque Pictet & Cie SA | 0.01% | No change | 6,890 | $1.0M |
| O'ROURKE & COMPANY, Inc | 0.50% | Add +3.5% | 6,859 | $999K |
| Northeast Financial Consultants Inc | 0.04% | Add +0.0% | 6,811 | $992K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.5% | 6,766 | $985K |
| Milestone Investment Advisors LLC | 0.27% | Add +36.1% | 6,730 | $980K |
| Summit Financial, LLC | 0.04% | Add +6.0% | 6,728 | $980K |
| Richard W. Paul & Associates, LLC | 0.35% | Add +0.8% | 6,723 | $979K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -7.0% | 6,713 | $977K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -42.1% | 6,783 | $975K |
| My Personal CFO, LLC | 0.53% | No change | 6,640 | $967K |
| Nwi Management LP | 0.11% | Reduce -18.8% | 6,500 | $946K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -0.0% | 6,488 | $945K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Add +14.5% | 6,462 | $941K |
| Shepherd Financial Partners LLC | 0.11% | Add +0.6% | 6,449 | $939K |
| Richmond Brothers, Inc. | 0.57% | Reduce -12.5% | 6,379 | $929K |
| Beck Bode, LLC | 0.17% | Reduce -29.5% | 6,306 | $918K |
| Keebeck Wealth Management | 0.13% | Reduce -1.9% | 6,302 | $918K |
| Grassi Investment Management | 0.08% | Reduce -6.7% | 6,259 | $911K |
| ProVise Management Group, LLC | 0.07% | Add +1.5% | 6,236 | $908K |
| BigSur Wealth Management LLC | 0.25% | No change | 6,220 | $906K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -2.6% | 6,216 | $905K |
| CHURCHILL MANAGEMENT Corp | 0.01% | Reduce -14.5% | 6,205 | $903K |
| Regions Financial Corp. | 0.01% | Reduce -6.5% | 6,184 | $900K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.2% | 6,158 | $897K |
| Minot Capital, LP | 0.25% | No change | 6,158 | $897K |
| Whittier Trust Co. | 0.01% | Add +0.4% | 6,154 | $896K |
| Sculati Wealth Management, LLC | 0.35% | Reduce -36.1% | 6,085 | $886K |
| Sharper & Granite LLC | 0.40% | Add +6.4% | 6,080 | $885K |
| Dearborn Partners LLC | 0.04% | Reduce -3.4% | 6,060 | $882K |
| Principle Wealth Partners LLC | 0.06% | Reduce -3.0% | 6,027 | $878K |
| Evoke Wealth, LLC | 0.02% | New | 5,908 | $860K |
| First National Corp. /Ma/ | 0.19% | Reduce -63.4% | 5,818 | $847K |
| LM Advisors LLC | 0.17% | Reduce -14.3% | 6,674 | $845K |
| Rothschild Investment LLC | 0.06% | Add +92.6% | 5,779 | $841K |
| TrinityPoint Wealth, LLC | 0.12% | Add +0.0% | 5,776 | $841K |
| Farther Finance Advisors, LLC | 0.03% | Add +64.6% | 5,770 | $840K |
| Tyler-Stone Wealth Management | 0.16% | Add +128.0% | 5,747 | $837K |
| Sovereign Financial Group, Inc. | 0.19% | Reduce -1.8% | 5,711 | $832K |
| Harbour Capital Advisors, LLC | 0.19% | Add +2.1% | 5,778 | $827K |
| First Merchants Corp. | 0.03% | Reduce -3.0% | 5,608 | $817K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.4% | 5,572 | $811K |
| Bailard, Inc. | 0.02% | No change | 5,553 | $809K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 5,530 | $805K |
| Johnson Investment Counsel Inc. | 0.01% | Add +42.1% | 5,436 | $791K |
| Ieq Capital, LLC | 0.01% | Add +4.8% | 5,310 | $773K |
| Ashton Thomas Private Wealth, LLC | 0.04% | No change | 5,291 | $770K |
| Smith, Moore & Co. | 0.07% | Reduce -1.9% | 5,160 | $751K |
| Pacific Sun Financial Corp | 0.41% | Reduce -11.8% | 5,147 | $749K |
| Fidelis Capital Partners, LLC | 0.09% | Add +8.4% | 5,253 | $747K |
| American State Bank (Iowa) | 0.45% | No change | 5,082 | $740K |
| Ascent Group, LLC | 0.06% | Reduce -5.7% | 5,081 | $740K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +12.2% | 5,081 | $740K |
| Finivi Inc. | 0.59% | New | 5,022 | $731K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.2% | 4,959 | $722K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -26.0% | 4,956 | $722K |
| Stephens Inc. | 0.01% | Reduce -0.7% | 4,926 | $717K |
| Chelsea Counsel Co. | 0.35% | Reduce -13.0% | 4,880 | $711K |
| Haverford Trust Co | 0.01% | Reduce -6.0% | 4,869 | $709K |
| Triumph Capital Management | 0.25% | Add +50.6% | 4,860 | $708K |
| Summit Trail Advisors, LLC | 0.02% | No change | 4,797 | $698K |
| Debussy Capital Management LP | 0.20% | Add +0.1% | 4,788 | $697K |
| IFP Advisors, Inc | 0.03% | Reduce -1.9% | 4,752 | $692K |
| IHT Wealth Management, LLC | 0.02% | Reduce -29.2% | 4,758 | $691K |
| Advisory Services Network, LLC | 0.01% | No change | 5,016 | $688K |
| Stegent Equity Advisors, Inc. | 0.76% | Reduce -30.8% | 4,728 | $688K |
| Meridian Wealth Management, LLC | 0.03% | New | 4,704 | $685K |
| TCV Trust & Wealth Management, Inc. | 0.06% | Reduce -4.6% | 4,702 | $685K |
| Lanark Financial, Inc. | 0.06% | Add +0.1% | 4,601 | $669K |
| PFG Advisors | 0.04% | Add +0.1% | 4,546 | $662K |
| Ping Capital Management, Inc. | 0.36% | No change | 4,500 | $655K |
| Humankind Investments LLC | 0.24% | No change | 4,500 | $655K |
| Wedbush Securities Inc. | 0.02% | Reduce -13.4% | 4,431 | $645K |
| MGB Wealth Management, LLC | 0.23% | Reduce -0.0% | 4,404 | $641K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -18.2% | 4,391 | $639K |
| Headinvest, LLC | 0.12% | Reduce -4.9% | 4,383 | $638K |
| Aft, Forsyth & Company, Inc. | 0.31% | Reduce -0.7% | 4,362 | $635K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +0.5% | 4,340 | $632K |
| Cladis Investment Advisory, LLC | 0.43% | Add +41.7% | 4,300 | $626K |
| Tyche Wealth Partners LLC | 0.14% | Reduce -1.4% | 4,277 | $623K |
| Core Wealth Partners LLC | 0.38% | Add +0.1% | 4,276 | $623K |
| Monograph Wealth Advisors, LLC | 0.08% | Reduce -0.2% | 4,200 | $612K |
| Navis Wealth Advisors, LLC | 0.66% | Add +0.1% | 4,193 | $611K |
| Marco Investment Management LLC | 0.05% | No change | 4,186 | $609K |
| Arkadios Wealth Advisors | 0.03% | Reduce -7.0% | 4,156 | $605K |
| Kelman-Lazarov, Inc. | 0.10% | No change | 4,133 | $602K |
| National Bank of Canada | 0.00% | Add +5.9% | 4,124 | $600K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -10.8% | 4,123 | $600K |
| Realta Investment Advisors | 0.28% | Add +306.8% | 4,117 | $600K |
| Fort Sheridan Advisors LLC | 0.09% | Add +4.8% | 4,114 | $599K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +7.4% | 4,085 | $595K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -15.1% | 4,078 | $594K |
| Cibc World Market Inc. | 0.00% | Reduce -13.0% | 4,018 | $585K |
| Stratos Wealth Advisors, LLC | 0.03% | No change | 4,002 | $583K |
| Torno Capital, LLC | 0.75% | New | 4,000 | $582K |
| Ancora Advisors LLC | 0.01% | Add +1.1% | 3,947 | $575K |
| Liberty Wealth Management LLC | 0.10% | Reduce -0.7% | 3,943 | $574K |
| Graves Light Lenhart Wealth, Inc. | 0.07% | Reduce -74.0% | 3,942 | $574K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.21% | Reduce -6.1% | 3,933 | $573K |
| Community Financial Services Group, LLC | 0.12% | No change | 3,924 | $571K |
| Abbot Financial Management, Inc. | 0.29% | No change | 3,917 | $570K |
| Bourgeon Capital Management LLC | 0.11% | Add +4.5% | 3,913 | $570K |
| M&T Bank Corp | 0.00% | Reduce -6.7% | 3,911 | $569K |
| KWB Wealth | 0.07% | Add +8.6% | 4,145 | $569K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -18.2% | 3,907 | $569K |
| ICICI Prudential Asset Management Co Ltd | 0.06% | No change | 3,877 | $564K |
| Valley National Advisers Inc. | 0.10% | Reduce -1.1% | 3,788 | $551K |
| NorthCoast Asset Management LLC | 0.00% | Add +38.0% | 4,192 | $550K |
| Principal Securities, Inc. | 0.01% | Reduce -0.7% | 3,771 | $549K |
| Financial Counselors Inc. | 0.01% | No change | 3,771 | $549K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +3.4% | 3,712 | $541K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 3,700 | $539K |
| Creekside Partners | 0.28% | Add +0.1% | 3,702 | $539K |
| Clare Market Investments LLC | 0.14% | Add +25.3% | 3,700 | $539K |
| Ellis Investment Partners, LLC | 0.10% | Reduce -11.7% | 3,675 | $535K |
| D.A. Davidson & Co. | 0.00% | Reduce -63.2% | 3,660 | $533K |
| Independent Wealth Network Inc. | 0.23% | Reduce -2.3% | 3,642 | $530K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 3,614 | $527K |
| Madrona Financial Services, LLC | 0.15% | Add +108.8% | 3,618 | $527K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.6% | 3,615 | $526K |
| Marathon Capital Management | 0.13% | No change | 3,615 | $526K |
| Chemistry Wealth Management LLC | 0.13% | Add +1.5% | 3,613 | $526K |
| Chicago Partners Investment Group LLC | 0.02% | Add +45.8% | 3,689 | $524K |
| Middleton & Co. Inc. | 0.06% | No change | 3,600 | $524K |
| Coastwise Capital Group, LLC | 0.43% | Add +0.1% | 3,598 | $524K |
| Glassman Wealth Services | 0.09% | No change | 3,598 | $524K |
| Brandywine Oak Private Wealth LLC | 0.05% | Reduce -0.7% | 3,569 | $520K |
| Kingsview Wealth Management, LLC | 0.01% | Add +14.1% | 3,543 | $516K |
| Thrive Capital Management, LLC | 0.24% | Reduce -1.9% | 3,538 | $515K |
| Harbert Fund Advisors, LLC | 0.41% | Add +89.2% | 3,500 | $510K |
| Private Trust Co. NA | 0.05% | Reduce -0.5% | 3,496 | $509K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | No change | 3,510 | $509K |
| Anchor Investment Management, LLC | 0.05% | Reduce -5.5% | 3,474 | $506K |
| Peregrine Asset Advisers, Inc. | 0.17% | Add +6.8% | 3,467 | $505K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -20.6% | 3,461 | $504K |
| Carolinas Wealth Consulting LLC | 0.09% | Add +0.1% | 3,459 | $503K |
| Fernwood Investment Management, LLC | 0.16% | Reduce -11.0% | 3,423 | $498K |
| Choreo, LLC | 0.01% | Reduce -0.8% | 3,438 | $498K |
| Flagship Private Wealth, LLC | 0.25% | Add +0.6% | 3,381 | $492K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -6.1% | 3,377 | $492K |
| Penbrook Management LLC | 0.32% | Reduce -17.0% | 3,360 | $489K |
| Triangle Securities Wealth Management | 0.13% | Add +6.4% | 3,344 | $487K |
| Legacy Edge Advisors, LLC | 0.08% | Add +37.6% | 3,305 | $481K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +12.3% | 3,290 | $479K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.0% | 3,274 | $477K |
| SPC Financial, Inc. | 0.04% | Add +2.4% | 3,265 | $475K |
| Orleans Capital Management Corp. | 0.27% | Add +7.8% | 3,252 | $473K |
| Magnolia Capital Advisors LLC | 0.24% | New | 3,247 | $473K |
| First Horizon Advisors, Inc. | 0.01% | Add +0.1% | 3,234 | $471K |
| Avior Wealth Management, LLC | 0.02% | Add +438.2% | 3,229 | $470K |
| New Potomac Partners, LLC | 0.24% | Reduce -4.5% | 3,210 | $467K |
| Optimum Investment Advisors | 0.20% | Add +5.4% | 3,186 | $464K |
| SevenBridge Financial Group, LLC | 0.09% | Reduce -1.3% | 3,134 | $463K |
| Griffin Asset Management, Inc. | 0.05% | No change | 3,165 | $461K |
| Marotta Asset Management | 0.09% | No change | 3,148 | $458K |
| Neuberger Berman Group LLC | 0.00% | Reduce -15.3% | 3,123 | $455K |
| Clear Harbor Asset Management, LLC | 0.04% | No change | 3,105 | $452K |
| Objective Capital Management, LLC | 0.26% | — | 3,060 | $445K |
| Thrive Wealth Management, LLC | 0.08% | New | 3,057 | $445K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +2.2% | 3,051 | $444K |
| King Wealth Management Group | 0.07% | Reduce -1.7% | 3,051 | $444K |
| Maltin Wealth Management, Inc. | 0.22% | Add +0.1% | 3,044 | $443K |
| Wescott Financial Advisory Group, LLC | 0.05% | No change | 3,023 | $440K |
| Mission Wealth Management, LP | 0.01% | No change | 3,022 | $440K |
| InTrack Investment Management Inc | 0.31% | Reduce -17.7% | 3,011 | $438K |
| PAX Financial Group, LLC | 0.08% | No change | 3,000 | $437K |
| Mechanics Bank Trust Department | 0.06% | No change | 3,000 | $437K |
| West Coast Financial LLC | 0.05% | No change | 3,000 | $437K |
| Oakworth Capital, Inc. | 0.03% | No change | 3,000 | $437K |
| Fishman Jay A Ltd. | 0.04% | No change | 2,940 | $428K |
| Werba Rubin Papier Wealth Management | 0.10% | Add +2.7% | 2,918 | $425K |
| Bank of New Hampshire | 0.11% | Reduce -7.9% | 2,884 | $420K |
| Prospera Financial Services Inc | 0.01% | Add +5.6% | 2,880 | $419K |
| Secure Asset Management, LLC | 0.07% | Add +0.3% | 2,839 | $413K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -3.9% | 2,829 | $412K |
| Carret Asset Management, LLC | 0.04% | No change | 2,804 | $408K |
| Joel Isaacson & Co., LLC | 0.02% | Add +2.2% | 2,794 | $407K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +22.4% | 2,788 | $406K |
| Tudor Financial Inc. | 0.25% | — | 2,782 | $405K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -26.2% | 2,781 | $405K |
| Montag A & Associates Inc. | 0.02% | Reduce -1.6% | 2,775 | $404K |
| Patten Group, Inc. | 0.09% | Reduce -1.8% | 2,750 | $400K |
| Paloma Partners Management Co | 0.03% | Reduce -92.6% | 2,750 | $400K |
| EWG Elevate Inc. | 0.16% | No change | 2,745 | $400K |
| Capital Market Strategies LLC | 0.24% | No change | 2,727 | $397K |
| Beckerman Institutional, LLC | 0.33% | — | 2,721 | $396K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,715 | $395K |
| Ted Buchan & Co | 0.19% | Reduce -3.7% | 2,705 | $394K |
| LJI Wealth Management, LLC | 0.08% | Reduce -2.4% | 2,702 | $393K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,696 | $392K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -10.0% | 2,686 | $391K |
| Jacobi Capital Management LLC | 0.03% | Add +5.2% | 2,676 | $390K |
| Heritage Investment Group, Inc. | 0.07% | No change | 2,675 | $389K |
| Simmons Bank | 0.03% | No change | 2,675 | $389K |
| Raymond James Trust N.A. | 0.01% | Add +71.5% | 2,669 | $389K |
| Good Life Advisors, LLC | 0.02% | Add +59.4% | 2,666 | $388K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.8% | 2,665 | $388K |
| CenterStar Asset Management, LLC | 0.58% | New | 2,652 | $386K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 2,625 | $382K |
| Dover Advisors, LLC | 0.22% | No change | 2,618 | $381K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 2,617 | $381K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -2.8% | 2,611 | $380K |
| Signet Financial Management, LLC | 0.05% | Reduce -1.4% | 2,611 | $380K |
| Acorn Financial Advisory Services Inc. | 0.07% | No change | 2,609 | $380K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +8.3% | 2,608 | $380K |
| SFE Investment Counsel | 0.08% | Reduce -6.1% | 2,600 | $379K |
| Crestline Management, L.P. | 0.02% | New | 2,600 | $379K |
| Investmark Advisory Group LLC | 0.18% | Add +0.1% | 2,587 | $377K |
| Calton & Associates, Inc. | 0.14% | Reduce -55.8% | 2,582 | $376K |
| Spire Wealth Management | 0.01% | Add +14.0% | 2,576 | $375K |
| Baldwin Investment Management, LLC | 0.05% | No change | 2,565 | $373K |
| Savant Capital, LLC | 0.00% | Reduce -11.0% | 2,549 | $371K |
| Castle Rock Wealth Management, LLC | 0.09% | Add +2.5% | 2,589 | $369K |
| HB Wealth Management, LLC | 0.00% | Add +21.4% | 2,535 | $369K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,531 | $368K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,525 | $368K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -28.8% | 2,504 | $365K |
| Seed Wealth Management, Inc. | 0.29% | No change | 2,500 | $364K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +13.7% | 2,498 | $364K |
| Warner Financial, Inc. | 0.16% | Add +0.2% | 2,490 | $362K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -34.2% | 2,478 | $361K |
| Raffa Wealth Management, LLC | 0.09% | No change | 2,479 | $361K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | No change | 2,475 | $360K |
| RB Capital Management, LLC | 0.09% | Add +0.0% | 2,470 | $360K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -2.6% | 2,462 | $359K |
| Vontobel Holding Ltd. | 0.00% | Add +1.1% | 2,462 | $358K |
| Bay Rivers Group | 0.18% | Reduce -2.0% | 2,449 | $357K |
| XML Financial, LLC | 0.03% | Reduce -11.6% | 2,447 | $356K |
| Clearwater Capital Advisors, LLC | 0.03% | Add +3.0% | 2,414 | $351K |
| Leo Wealth, LLC | 0.03% | Reduce -9.4% | 2,398 | $349K |
| Quantbot Technologies LP | 0.01% | Reduce -80.5% | 2,386 | $347K |
| Baxter Bros Inc. | 0.04% | Reduce -18.9% | 2,372 | $345K |
| Wealthgarden F.S. LLC | 0.34% | No change | 2,369 | $345K |
| Tiaa Trust, National Association | 0.00% | Add +1.6% | 2,367 | $345K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -11.3% | 2,350 | $342K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -2.6% | 2,349 | $342K |
| Vise Technologies, Inc. | 0.04% | Reduce -6.8% | 2,345 | $341K |
| Procyon Advisors, LLC | 0.02% | No change | 2,329 | $339K |
| NorthRock Partners, LLC | 0.01% | No change | 2,296 | $334K |
| One Capital Management, LLC | 0.01% | Reduce -21.2% | 2,295 | $334K |
| D.B. Root & Company, LLC | 0.11% | New | 2,289 | $333K |
| Weil Company, Inc. | 0.11% | No change | 2,279 | $332K |
| Bangor Savings Bank | 0.03% | No change | 2,278 | $332K |
| Atlas Private Wealth Advisors | 0.05% | No change | 2,278 | $332K |
| Edgestream Partners, L.P. | 0.01% | Reduce -39.8% | 2,272 | $331K |
| Chapin Davis, Inc. | 0.11% | Add +17.7% | 2,265 | $330K |
| World Investment Advisors | 0.01% | Add +0.6% | 2,264 | $330K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,255 | $328K |
| AE Wealth Management LLC | 0.00% | Add +10.4% | 2,246 | $327K |
| Neumann Capital Management, LLC | 0.11% | No change | 2,238 | $326K |
| MTM Financial Group, LLC | 0.20% | Reduce -1.0% | 2,283 | $324K |
| Northstar Group, Inc. | 0.06% | Reduce -4.3% | 2,218 | $323K |
| JTC Employer Solutions Trustee Ltd | 0.02% | Reduce -23.9% | 2,214 | $322K |
| Southern Capital Advisors, LLC | 0.18% | Add +0.1% | 2,196 | $320K |
| CW Advisors, LLC | 0.00% | Add +39.4% | 2,175 | $317K |
| Brick & Kyle, Associates | 0.14% | Add +0.1% | 2,168 | $316K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -3.0% | 2,153 | $314K |
| StoneX Group Inc. | 0.02% | Add +4.4% | 2,147 | $313K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 2,140 | $312K |
| First Nebraska Trust Co | 0.03% | Reduce -0.7% | 2,136 | $311K |
| Fisher Asset Management | 0.00% | Reduce -19.9% | 2,134 | $311K |
| Regent Peak Wealth Advisors LLC | 0.07% | No change | 2,127 | $310K |
| Broadleaf Partners, LLC | 0.07% | No change | 2,122 | $309K |
| Apexium Financial, LP | 0.02% | Add +10.9% | 2,121 | $309K |
| Regal Investment Advisors LLC | 0.02% | Reduce -1.1% | 2,119 | $309K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -12.1% | 2,110 | $307K |
| Welch & Forbes LLC | 0.00% | No change | 2,107 | $307K |
| Aspen Wealth Strategies, LLC | 0.20% | Reduce -0.7% | 2,093 | $305K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.6% | 2,086 | $304K |
| Samalin Investment Counsel, LLC | 0.13% | Add +0.1% | 2,062 | $300K |
| Elk River Wealth Management LLC | 0.05% | No change | 2,055 | $299K |
| James J. Burns & Company, LLC | 0.05% | Add +20.4% | 2,051 | $298K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 2,015 | $293K |
| Merrion Investment Management Co, LLC | 0.19% | No change | 2,000 | $291K |
| Caption Management, LLC | 0.03% | No change | 2,000 | $291K |
| HSBC Holdings PLC | 0.00% | Reduce -45.6% | 1,995 | $290K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -2.5% | 1,987 | $289K |
| Citizens Financial Group Inc. | 0.01% | New | 1,981 | $288K |
| KFG Wealth Management, LLC | 0.06% | Add +26.6% | 1,975 | $288K |
| Kovack Advisors, Inc. | 0.03% | Reduce -6.2% | 1,956 | $285K |
| Coastal Bridge Advisors, LLC | 0.07% | No change | 1,950 | $284K |
| Family Manage LLC | 0.05% | Reduce -9.4% | 1,950 | $284K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,940 | $282K |
| Everett Harris & Co. | 0.00% | No change | 1,933 | $281K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 1,931 | $281K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -5.2% | 1,930 | $281K |
| Wedmont Private Capital | 0.02% | Add +1.3% | 1,975 | $281K |
| Integrated Advisors Network LLC | 0.01% | Reduce -19.0% | 1,919 | $279K |
| Caldwell Sutter Capital, Inc. | 0.13% | No change | 1,917 | $279K |
| Nwam LLC | 0.02% | New | 1,916 | $279K |
| Verity Asset Management, Inc. | 0.10% | Add +3.0% | 1,913 | $279K |
| Cora Capital Advisors LLC | 0.14% | No change | 1,909 | $278K |
| United Bank | 0.03% | No change | 1,908 | $278K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -8.6% | 1,910 | $277K |
| RPS Advisory Solutions LLC | 0.20% | Reduce -1.4% | 1,897 | $276K |
| Essex LLC | 0.06% | Reduce -3.3% | 1,896 | $276K |
| KKM Financial LLC | 0.14% | Reduce -73.8% | 1,891 | $275K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 1,882 | $274K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +11.8% | 1,872 | $272K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 1,880 | $272K |
| Prairie Wealth Advisors, Inc. | 0.13% | Add +5.7% | 1,865 | $272K |
| NCM Capital Management, LLC | 0.13% | No change | 1,865 | $272K |
| Schnieders Capital Management LLC | 0.05% | Reduce -3.5% | 1,854 | $270K |
| BBR Partners, LLC | 0.02% | No change | 1,839 | $268K |
| Retirement Planning Co of New England, Inc. | 0.13% | Reduce -3.7% | 1,831 | $267K |
| Investment Partners Asset Management, Inc. | 0.22% | Reduce -5.3% | 1,830 | $266K |
| SpiderRock Advisors, LLC | 0.01% | Add +16.2% | 1,827 | $266K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.9% | 1,814 | $264K |
| PGIM Custom Harvest LLC | 0.01% | Add +6.3% | 1,812 | $264K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.5% | 1,811 | $264K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -5.5% | 1,811 | $264K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,809 | $263K |
| RMR Wealth Builders | 0.03% | New | 1,808 | $263K |
| Kingfisher Capital LLC | 0.06% | Add +0.1% | 1,800 | $262K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 1,800 | $262K |
| Transatlantique Private Wealth LLC | 0.10% | Add +6.4% | 1,788 | $260K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.19% | — | 1,787 | $260K |
| Asset Management Group, Inc. | 0.04% | Add +0.1% | 1,752 | $255K |
| Heritage Wealth Advisors | 0.01% | No change | 1,750 | $255K |
| Financial Advisors, LLC | 0.05% | No change | 1,744 | $254K |
| Sentinel Trust Co. Lba | 0.03% | No change | 1,725 | $251K |
| Flputnam Investment Management Co. | 0.00% | Reduce -0.5% | 1,717 | $250K |
| IMS Capital Management | 0.11% | Add +0.1% | 1,714 | $250K |
| HUB Investment Partners, LLC | 0.01% | Add +9.6% | 1,712 | $249K |
| Hilltop Partners LLC | 0.08% | No change | 1,712 | $249K |
| Atria Investments, Inc | 0.00% | Reduce -15.6% | 1,700 | $248K |
| Caldwell Trust Co | 0.03% | Reduce -9.6% | 1,693 | $247K |
| Western Wealth Management, LLC | 0.01% | Add +3.4% | 1,691 | $246K |
| RDA Financial Network | 0.08% | Reduce -7.7% | 1,687 | $246K |
| Townsquare Capital LLC | 0.00% | Add +10.1% | 1,683 | $245K |
| Quantinno Capital Management LP | 0.00% | New | 1,679 | $244K |
| Benjamin Edwards Inc. | 0.00% | New | 1,679 | $244K |
| GFS Advisors, LLC | 0.05% | Reduce -53.2% | 1,674 | $244K |
| Ascentis Wealth Management, LLC | 0.09% | — | 1,671 | $243K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 1,670 | $243K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -27.5% | 1,653 | $241K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.6% | 1,652 | $241K |
| Larson Financial Group LLC | 0.01% | Add +3.8% | 1,651 | $240K |
| WJ Wealth Management, LLC | 0.08% | No change | 1,650 | $240K |
| LCNB Corp. | 0.08% | No change | 1,645 | $240K |
| Addison Capital Co | 0.10% | Add +11.2% | 1,630 | $237K |
| Millennium Capital Advisors, LLC | 0.15% | No change | 1,626 | $237K |
| Apriem Advisors | 0.03% | Reduce -1.1% | 1,625 | $237K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -12.4% | 1,620 | $236K |
| WBH Advisory Inc. | 0.02% | Add +10.2% | 1,618 | $236K |
| PACK Private Wealth, LLC | 0.13% | No change | 1,614 | $235K |
| Graypoint LLC | 0.02% | Add +8.4% | 1,613 | $235K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,604 | $234K |
| Ingalls & Snyder LLC | 0.01% | New | 1,599 | $233K |
| Wellington Shields & Co., LLC | 0.07% | No change | 1,600 | $233K |
| Logan Stone Capital, LLC | 0.06% | New | 1,592 | $232K |
| Oxler Private Wealth LLC | 0.08% | Add +0.2% | 1,591 | $232K |
| EPG Wealth Management LLC | 0.06% | Add +0.0% | 1,581 | $230K |
| WESPAC Advisors, LLC | 0.17% | New | 1,574 | $229K |
| Money Concepts Capital Corp. | 0.02% | Add +0.4% | 1,573 | $229K |
| Lewis Asset Management, LLC | 0.16% | Add +1.6% | 1,549 | $226K |
| Argent Trust Co | 0.01% | Reduce -3.1% | 1,537 | $224K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,530 | $223K |
| Allworth Financial LP | 0.00% | No change | 1,529 | $223K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.0% | 1,528 | $222K |
| Sterling Investment Counsel, LLC | 0.08% | No change | 1,521 | $221K |
| MinichMacGregor Wealth Management, LLC | 0.05% | New | 1,519 | $221K |
| Riggs Asset Managment Co. Inc. | 0.06% | Add +1314.0% | 1,513 | $220K |
| McAdam, LLC | 0.01% | Reduce -2.5% | 1,510 | $220K |
| Harbour Investments, Inc. | 0.01% | Reduce -26.4% | 1,507 | $219K |
| AtlasMark Financial, Inc | 0.20% | — | 1,500 | $218K |
| John G Ullman & Associates Inc. | 0.03% | Reduce -6.3% | 1,500 | $218K |
| Park Avenue Securities LLC | 0.00% | New | 1,494 | $218K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,492 | $217K |
| North Star Investment Management Corp. | 0.01% | No change | 1,488 | $217K |
| WNY Asset Management, LLC | 0.03% | No change | 1,483 | $216K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 1,452 | $211K |
| Sargent Investment Group, LLC | 0.04% | New | 1,449 | $211K |
| CIC Wealth, LLC | 0.05% | New | 1,448 | $211K |
| Lauer Wealth, LLC | 0.16% | Reduce -20.8% | 1,481 | $210K |
| Ally Invest Advisors Inc. | 0.02% | New | 1,439 | $210K |
| UMB Bank, n.a. | 0.00% | No change | 1,434 | $209K |
| Gradient Capital Advisors, LLC | 0.07% | New | 1,434 | $209K |
| Values Added Financial LLC | 0.13% | New | 1,421 | $207K |
| Valeo Financial Advisors, LLC | 0.01% | New | 1,417 | $206K |
| Clarity Capital Partners LLC | 0.12% | New | 1,412 | $206K |
| Prism Advisors, Inc. | 0.06% | New | 1,412 | $206K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -55.0% | 1,408 | $205K |
| Alerus Financial NA | 0.01% | New | 1,405 | $205K |
| First Financial Bank - Trust Division | 0.02% | New | 1,404 | $204K |
| Bond & Devick Financial Network, Inc. | 0.09% | Reduce -9.2% | 1,403 | $204K |
| Creative Financial Designs Inc. | 0.02% | Add +3.7% | 1,399 | $204K |
| Pettyjohn, Wood & White, Inc. | 0.04% | New | 1,390 | $202K |
| Parallel Advisors, LLC | 0.00% | No change | 1,374 | $200K |
| Hikari Tsushin, Inc. | 0.01% | No change | 1,373 | $200K |
| Bokf, NA | 0.00% | No change | 1,343 | $192K |
| FinTrust Capital Advisors, LLC | 0.03% | Add +230.2% | 1,291 | $188K |
| CoreCap Advisors, LLC | 0.01% | New | 1,219 | $177K |
| LFA - Lugano Financial Advisors SA | 0.12% | No change | 1,200 | $175K |
| Union Savings Bank | 0.09% | No change | 1,200 | $175K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,185 | $173K |
| Tsfg, LLC | 0.04% | No change | 1,130 | $164K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +591.8% | 1,100 | $160K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,050 | $153K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,050 | $153K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -45.2% | 1,037 | $151K |
| Daiwa Securities Group Inc. | 0.00% | Add +12.0% | 1,028 | $150K |
| Signaturefd, LLC | 0.00% | Add +6.2% | 1,009 | $147K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 1,002 | $146K |
| Avondale Wealth Management | 0.09% | No change | 1,000 | $146K |
| Register Financial Advisors LLC | 0.07% | No change | 977 | $142K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 975 | $142K |
| Bessemer Group Inc. | 0.00% | Add +320.0% | 945 | $138K |
| Bristlecone Advisors, LLC | 0.01% | No change | 923 | $134K |
| American Capital Advisory, LLC | 0.08% | No change | 891 | $130K |
| HM Payson & Co. | 0.00% | Reduce -27.1% | 881 | $128K |
| Byrne Asset Management LLC | 0.09% | Reduce -3.6% | 852 | $124K |
| Activest Wealth Management | 0.04% | Reduce -35.4% | 852 | $124K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -25.9% | 851 | $124K |
| Blue Trust, Inc. | 0.00% | Reduce -1.0% | 888 | $122K |
| Smithfield Trust Co | 0.01% | No change | 800 | $117K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -33.3% | 800 | $116K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.1% | 792 | $115K |
| Viewpoint Capital Management LLC | 0.06% | No change | 780 | $113K |
| Nvwm, LLC | 0.03% | Reduce -1.6% | 760 | $111K |
| Tompkins Financial Corp. | 0.01% | No change | 750 | $109K |
| Winch Advisory Services, LLC | 0.03% | Add +0.1% | 716 | $104K |
| Wolff Wiese Magana LLC | 0.07% | Add +4.9% | 709 | $103K |
| Rogco, LP | 0.04% | No change | 700 | $102K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -25.6% | 670 | $97K |
| Hobbs Group Advisors, LLC | 0.03% | No change | 661 | $96K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.8% | 661 | $96K |
| Arax Advisory Partners | 0.01% | Add +18.3% | 653 | $95K |
| Mitchell Sinkler & Starr | 0.02% | No change | 643 | $94K |
| Investment Research & Advisory Group, Inc. | 0.04% | No change | 642 | $93K |
| Global Financial Private Client, LLC | 0.04% | No change | 640 | $93K |
| First Personal Financial Services | 0.02% | No change | 624 | $91K |
| Pacific Center for Financial Services | 0.02% | Add +0.2% | 621 | $90K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 609 | $89K |
| Salomon & Ludwin, LLC | 0.01% | No change | 610 | $89K |
| Tortoise Investment Management, LLC | 0.01% | No change | 603 | $88K |
| AlphaCore Capital LLC | 0.02% | Add +0.2% | 603 | $88K |
| MCF Advisors LLC | 0.01% | No change | 600 | $87K |
| Ransom Advisory, Ltd | 0.04% | No change | 599 | $87K |
| Barrett & Company, Inc. | 0.04% | No change | 588 | $86K |
| Alpine Bank Wealth Management | 0.01% | — | 585 | $85K |
| Y.D. More Investments Ltd | 0.01% | Reduce -3.8% | 579 | $84K |
| Continuum Advisory, LLC | 0.01% | Reduce -18.4% | 599 | $84K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -12.4% | 573 | $83K |
| Trust Co. of Vermont | 0.00% | Reduce -14.9% | 569 | $83K |
| AllSquare Wealth Management LLC | 0.05% | No change | 567 | $83K |
| Mb, Levis & Associates, LLC | 0.04% | No change | 552 | $80K |
| HighMark Wealth Management LLC | 0.04% | No change | 547 | $80K |
| Venturi Wealth Management, LLC | 0.00% | No change | 544 | $79K |
| Carmichael Hill & Associates, Inc. | 0.03% | Add +0.2% | 543 | $79K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 528 | $77K |
| Financial Perspectives, Inc | 0.03% | No change | 519 | $76K |
| WASHINGTON TRUST Co | 0.00% | Reduce -7.2% | 516 | $75K |
| Solstein Capital, LLC | 0.04% | Reduce -3.3% | 505 | $74K |
| BNP Paribas | 0.00% | No change | 500 | $73K |
| Headlands Technologies LLC | 0.01% | New | 493 | $72K |
| Asset Dedication, LLC | 0.00% | No change | 472 | $69K |
| Clear Point Advisors Inc. | 0.05% | Add +0.2% | 465 | $68K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -7.3% | 456 | $66K |
| Main Management LLC | 0.01% | No change | 452 | $66K |
| IAG Wealth Partners, LLC | 0.01% | No change | 450 | $66K |
| Eastern Bank | 0.00% | New | 448 | $65K |
| FSA Wealth Management LLC | 0.03% | — | 447 | $65K |
| Aptus Capital Advisors, LLC | 0.00% | Add +36.5% | 426 | $62K |
| Mather Group, Llc. | 0.00% | Reduce -55.6% | 423 | $62K |
| Quadrant Capital Group LLC | 0.00% | No change | 420 | $61K |
| WFA Asset Management Corp | 0.03% | Add +0.2% | 412 | $60K |
| Paladin Advisory Group, LLC | 0.04% | No change | 407 | $59K |
| Voisard Asset Management Group, Inc. | 0.02% | New | 405 | $59K |
| Matrix Private Capital Group LLC | 0.03% | No change | 400 | $58K |
| Beacon Capital Management, LLC | 0.01% | No change | 399 | $58K |
| Nemes Rush Group LLC | 0.01% | New | 411 | $56K |
| Archer Investment Corp | 0.01% | Add +0.3% | 378 | $55K |
| GAMMA Investing LLC | 0.01% | No change | 377 | $55K |
| CVA Family Office, LLC | 0.01% | No change | 375 | $55K |
| Dynamic Wealth Strategies, LLC | 0.04% | No change | 362 | $53K |
| Horizon Bancorp Inc. | 0.02% | No change | 345 | $50K |
| Addison Advisors LLC | 0.01% | Reduce -1.4% | 340 | $50K |
| Bollard Group LLC | 0.00% | No change | 334 | $49K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -3.3% | 321 | $47K |
| Northwest Financial Advisors | 0.04% | New | 309 | $45K |
| Monetary Management Group Inc. | 0.01% | No change | 300 | $44K |
| Smartleaf Asset Management LLC | 0.01% | No change | 300 | $43K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 298 | $43K |
| Thompson Investment Management, Inc. | 0.01% | No change | 291 | $42K |
| Integrity Financial Corp | 0.02% | No change | 289 | $42K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 275 | $40K |
| Resources Management Corp. /CT/ | 0.01% | No change | 272 | $40K |
| WealthShield Partners, LLC | 0.01% | No change | 263 | $38K |
| Bogart Wealth, LLC | 0.00% | Reduce -17.4% | 261 | $38K |
| AdvisorNet Financial, Inc | 0.00% | Add +11.1% | 261 | $38K |
| Johnson Financial Group, Inc. | 0.00% | New | 250 | $36K |
| Ashton Thomas Securities, LLC | 0.01% | New | 246 | $36K |
| Crewe Advisors LLC | 0.00% | Reduce -10.8% | 232 | $34K |
| Advisors Preferred, LLC | 0.01% | New | 231 | $33K |
| TrinityBridge Ltd | 0.00% | No change | 230 | $33K |
| BBJS Financial Advisors, LLC | 0.01% | No change | 225 | $33K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 222 | $32K |
| Private Capital Management LLC | 0.01% | No change | 221 | $32K |
| Deutsche Bank AG | 0.00% | No change | 221 | $32K |
| Key Financial Inc | 0.01% | Reduce -12.0% | 220 | $32K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 219 | $32K |
| Highline Wealth Partners LLC | 0.01% | Reduce -34.1% | 205 | $30K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 204 | $30K |
| Darwin Wealth Management, LLC | 0.01% | New | 200 | $29K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -75.8% | 196 | $29K |
| Phillips Financial Management, LLC | 0.00% | No change | 196 | $29K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 189 | $28K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 187 | $27K |
| Wintrust Investments LLC | 0.02% | Reduce -90.0% | 188 | $27K |
| Front Row Advisors LLC | 0.01% | Reduce -62.5% | 180 | $26K |
| Financial Freedom, LLC | 0.01% | No change | 175 | $26K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 180 | $25K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 162 | $24K |
| West Branch Capital LLC | 0.01% | Reduce -8.5% | 161 | $23K |
| Parkside Financial Bank & Trust | 0.00% | No change | 154 | $22K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 152 | $22K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -13.3% | 150 | $22K |
| West Financial Advisors, LLC | 0.00% | No change | 148 | $22K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 150 | $21K |
| JDM Financial Group LLC | 0.01% | No change | 139 | $20K |
| Aberdeen Wealth Management LLC | 0.01% | Reduce -74.5% | 137 | $20K |
| Providence Capital Advisors, LLC | 0.00% | No change | 135 | $20K |
| Partnership Wealth Management, LLC | 0.01% | No change | 130 | $19K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 128 | $19K |
| Northwest Investment Counselors, LLC | 0.00% | New | 127 | $18K |
| SYM FINANCIAL Corp | 0.00% | No change | 127 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -13.3% | 124 | $18K |
| Chesapeake Asset Management LLC | 0.01% | Reduce -28.1% | 115 | $17K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -86.0% | 113 | $16K |
| Delta Asset Management LLC | 0.00% | No change | 112 | $16K |
| Macroview Investment Management LLC | 0.02% | Add +6.9% | 109 | $16K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 102 | $15K |
| Hartford Financial Management Inc. | 0.00% | No change | 100 | $15K |
| Hexagon Capital Partners LLC | 0.00% | No change | 100 | $15K |
| Tidemark, LLC | 0.01% | No change | 95 | $14K |
| Independence Bank of Kentucky | 0.00% | No change | 95 | $14K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -94.7% | 90 | $13K |
| Bfsg, LLC | 0.00% | No change | 90 | $13K |
| Country Trust Bank | 0.00% | No change | 85 | $12K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 83 | $12K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.2% | 83 | $12K |
| SouthState Bank Corp | 0.00% | No change | 82 | $12K |
| FWL Investment Management, LLC | 0.00% | No change | 81 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 79 | $11K |
| Sittner & Nelson, LLC | 0.01% | No change | 77 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 77 | $11K |
| Rakuten Securities, Inc. | 0.00% | Add +406.7% | 76 | $11K |
| Centennial Bank | 0.01% | No change | 75 | $11K |
| Atticus Wealth Management, LLC | 0.00% | No change | 75 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -35.9% | 75 | $11K |
| Sage Mountain Advisors LLC | 0.00% | No change | 75 | $11K |
| Hollencrest Capital Management | 0.00% | Reduce -50.0% | 75 | $11K |
| ORG Partners LLC | 0.00% | Reduce -95.8% | 74 | $11K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 72 | $10K |
| Coston, McIsaac & Partners | 0.00% | No change | 74 | $10K |
| Sachetta, LLC | 0.00% | No change | 65 | $9K |
| Breakwater Investment Management | 0.00% | No change | 63 | $9K |
| Gables Capital Management Inc. | 0.00% | No change | 60 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | Add +34.1% | 59 | $9K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 54 | $8K |
| Russell Investments Group, Ltd. | 0.00% | New | 54 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 53 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 52 | $8K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 52 | $8K |
| Motco | 0.00% | Reduce -84.4% | 51 | $7K |
| Elevation Wealth Partners, LLC | 0.00% | New | 50 | $7K |
| Evermay Wealth Management LLC | 0.00% | No change | 50 | $7K |
| Trust Co | 0.00% | No change | 50 | $7K |
| AlphaMark Advisors, LLC | 0.00% | No change | 50 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 47 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | New | 46 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 45 | $7K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 45 | $7K |
| Washington Growth Strategies LLC | 0.25% | — | 938 | $7K |
| Ascentis Independent Advisors | 0.00% | Reduce -97.2% | 42 | $6K |
| Oarsman Capital, Inc. | 0.00% | New | 41 | $6K |
| Powell Investment Advisors, LLC | 0.00% | No change | 40 | $6K |
| Concord Wealth Partners | 0.00% | Reduce -9.3% | 39 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 35 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 30 | $4K |
| Stone House Investment Management, LLC | 0.00% | No change | 29 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 30 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 27 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +44.4% | 26 | $4K |
| Family Asset Management, LLC | 0.00% | No change | 25 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 25 | $4K |
| Angeles Wealth Management, LLC | 0.00% | No change | 24 | $3K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 20 | $3K |
| WFA of San Diego, LLC | 0.00% | Reduce -40.0% | 18 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 17 | $2K |
| Copley Financial Group, Inc. | 0.00% | — | 14 | $2K |
| Capital Analysts, LLC | 0.00% | New | 11 | $2K |
| CNB Bank | 0.00% | No change | 13 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| PSI Advisors, LLC | 0.00% | No change | 12 | $2K |
| Balentine LLC | 0.00% | No change | 12 | $2K |
| Aviso Financial Inc. | 0.00% | No change | 12 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 10 | $1K |
| Main Street Group, LTD | 0.00% | Reduce -92.3% | 10 | $1K |
| Founders Capital Management | 0.00% | No change | 6 | $886 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 5 | $728 |
| Aspire Wealth Management Corp | 0.00% | No change | 4 | $590 |
| Financial Gravity Companies, Inc. | 0.00% | — | 4 | $582 |
| Western Pacific Wealth Management, LP | 0.00% | No change | 3 | $439 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 3 | $437 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $146 |
| GeoWealth Management, LLC | 0.00% | New | 1 | $146 |
"% of holder's portfolio" is IBB's weight in each manager's 13F, not the share of iShares Biotechnology ETF the manager owns.