iShares 1-5Y Inv GradeIGSBETF
13F holders, Q1 2026 (March 31)1,017holders
73new positions
72sold out
7famous investors
$52.57avg. 13F price*
At the end of Q1 2026, 1,017 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, unchanged from Q4 2025. 73 opened new positions and 72 sold out. The largest holders were Northern Trust Corp. ($1.3B), Matson Money. Inc. ($782.6M) and BlackRock, Inc. ($669.6M). 7 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares 1-5Y Inv Grade Corp.
- CUSIP
- 464288646
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $116.7M |
| Exits | 72 | $75.9M |
All 13F filers, Q4 2025 → Q1 2026: 25,659,390 shares bought and 26,267,171 shares sold, net −607,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,017 holders
| Northern Trust Corp. | 0.17% | Add +0.9% | 24,747,406 | $1.3B |
| Matson Money. Inc. | 24.00% | Add +5.4% | 14,888,815 | $782.6M |
| BlackRock, Inc. | 0.01% | Add +7.4% | 12,739,108 | $669.6M |
| EP Wealth Advisors, LLC | 3.03% | Add +11.4% | 11,720,729 | $616.0M |
| Ameriprise Financial Inc. | 0.13% | Reduce -20.9% | 10,444,929 | $550.5M |
| Bank of America Corp. | 0.03% | Add +14.8% | 9,006,302 | $473.4M |
| Morgan Stanley | 0.03% | Add +4.1% | 8,946,936 | $470.3M |
| Envestnet Asset Management Inc. | 0.10% | Add +16.5% | 7,001,324 | $368.0M |
| Barings LLC | 5.99% | No change | 6,840,027 | $359.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -32.6% | 6,131,787 | $322.3M |
| Pure Financial Advisors, LLC | 4.64% | Add +8.1% | 6,092,475 | $320.2M |
| UBS Group AG | 0.05% | Add +11.1% | 5,502,729 | $289.2M |
| Captrust Financial Advisors | 0.50% | Add +13.4% | 5,486,292 | $288.4M |
| Allstate Corp. | 2.79% | Reduce -5.8% | 4,962,253 | $260.8M |
| Wells Fargo & Company | 0.05% | Add +28.3% | 4,686,250 | $246.3M |
| Raymond James Financial Inc. | 0.07% | Add +10.3% | 4,213,382 | $221.5M |
| Stifel Financial Corp. | 0.20% | Add +18.6% | 4,135,787 | $217.4M |
| PNC Financial Services Group, Inc. | 0.12% | Add +0.7% | 3,814,000 | $200.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -65.8% | 3,797,843 | $199.6M |
| Members Trust Co | 5.67% | Add +6.0% | 3,244,433 | $170.5M |
| Focus Partners Wealth | 0.18% | Add +43.8% | 3,049,084 | $161.0M |
| LPL Financial LLC | 0.04% | Add +0.5% | 3,001,845 | $157.8M |
| Commonwealth Equity Services, LLC | 0.22% | Add +4.9% | 2,975,969 | $156.4M |
| Prudential Financial Inc. | 0.16% | Add +522.2% | 2,457,569 | $129.2M |
| Truist Financial Corp. | 0.17% | Add +4.5% | 2,416,319 | $127.0M |
| Flputnam Investment Management Co. | 1.89% | Add +3.7% | 2,408,999 | $126.6M |
| FMR LLC | 0.01% | Reduce -1.6% | 2,348,585 | $123.4M |
| Royal Bank of Canada | 0.02% | Add +0.9% | 2,130,362 | $112.0M |
| Composition Wealth, LLC | 1.50% | Add +7.4% | 2,079,525 | $109.3M |
| Point72 Asset Management | 0.19% | Add +8.0% | 2,028,500 | $106.6M |
| Keybank National Association | 0.38% | Add +8.2% | 1,954,713 | $102.7M |
| Haverford Trust Co | 0.93% | Add +5.1% | 1,935,029 | $101.7M |
| HighTower Advisors, LLC | 0.10% | Add +3.3% | 1,828,465 | $96.1M |
| Busey Bank | 2.60% | Add +1.1% | 1,821,339 | $95.7M |
| Parkside Investments, LLC | 11.26% | Add +9.9% | 1,763,333 | $92.7M |
| Williams Jones Wealth Management, LLC. | 1.13% | Add +0.5% | 1,750,360 | $92.0M |
| MAI Capital Management | 0.51% | Add +9.5% | 1,722,256 | $90.5M |
| Assetmark, Inc. | 0.18% | Add +5.1% | 1,691,633 | $88.9M |
| MML Investors Services, LLC | 0.23% | Reduce -1.9% | 1,596,473 | $83.9M |
| One Capital Management, LLC | 2.27% | Add +14.3% | 1,571,911 | $82.6M |
| RiverFront Investment Group, LLC | 1.27% | Add +13.7% | 1,556,115 | $81.8M |
| Destination Wealth Management | 2.11% | Add +3.2% | 1,548,529 | $81.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -46.6% | 1,482,866 | $77.7M |
| O'shaughnessy Asset Management, LLC | 0.39% | Add +3.0% | 1,460,256 | $76.8M |
| Cetera Investment Advisers | 0.08% | Add +5.8% | 1,367,019 | $71.9M |
| Mariner, LLC | 0.08% | Add +2.4% | 1,342,638 | $70.6M |
| US Bancorp \de | 0.08% | Add +3.4% | 1,293,427 | $68.0M |
| Sona Asset Management (us) LLC | 3.80% | Reduce -44.7% | 1,254,454 | $65.9M |
| Bank of Montreal | 0.02% | Add +30.9% | 1,106,669 | $58.2M |
| Sumitomo Mitsui Financial Group, Inc. | 1.11% | Reduce -1.4% | 1,039,670 | $54.6M |
| Palisade Capital Management, LP | 1.90% | Add +46.9% | 1,007,682 | $53.0M |
| Dakota Wealth Management | 1.13% | Add +7.5% | 991,241 | $52.1M |
| TD Private Client Wealth LLC | 1.08% | Add +21.1% | 987,732 | $51.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -9.8% | 987,000 | $51.9M |
| Greenwood Gearhart LLC | 2.80% | Add +6.1% | 985,453 | $51.8M |
| Benjamin Edwards Inc. | 0.51% | Add +82.5% | 982,165 | $51.6M |
| Kestra Advisory Services, LLC | 0.19% | Add +227.8% | 966,218 | $50.8M |
| Cerity Partners LLC | 0.07% | Add +7.7% | 950,858 | $50.0M |
| Zurich Insurance Group Ltd | 0.37% | No change | 894,272 | $47.0M |
| Bangor Savings Bank | 3.66% | Add +3.5% | 871,116 | $45.8M |
| Cutler Investment Counsel LLC | 4.62% | Add +1.5% | 853,088 | $44.8M |
| Fiduciary Trust Co | 0.53% | Reduce -1.0% | 845,970 | $44.5M |
| Janney Montgomery Scott LLC | 0.11% | Add +3.8% | 826,787 | $43.5M |
| Ritholtz Wealth Management | 0.75% | Add +5.3% | 821,050 | $43.2M |
| Raffa Wealth Management, LLC | 6.67% | Add +17.2% | 812,876 | $42.7M |
| Pathstone Holdings, LLC | 0.17% | Add +3.6% | 791,127 | $41.6M |
| PDS Planning, Inc | 2.66% | Add +5.4% | 768,523 | $40.4M |
| Stockman Wealth Management, Inc. | 4.28% | Add +9.1% | 735,698 | $38.7M |
| Clearwater Capital Advisors, LLC | 3.12% | Reduce -4.5% | 734,445 | $38.6M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +8.4% | 729,994 | $38.3M |
| Nelson Capital Management, LLC | 4.65% | Add +9.7% | 724,911 | $38.1M |
| Osaic Holdings, Inc. | 0.05% | Reduce -21.9% | 689,328 | $36.2M |
| Parallel Advisors, LLC | 0.62% | Add +129.0% | 655,468 | $34.5M |
| Schaeffer Financial LLC | 28.73% | Add +6.5% | 649,372 | $34.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +3.7% | 647,210 | $34.0M |
| Monograph Wealth Advisors, LLC | 3.17% | Add +12.7% | 636,594 | $33.5M |
| Envestnet Portfolio Solutions, Inc. | 0.18% | Reduce -1.3% | 620,262 | $32.6M |
| Leavell Investment Management, Inc. | 1.30% | Add +9.1% | 602,484 | $31.7M |
| Arkansas Financial Group, Inc. | 4.32% | Reduce -1.8% | 589,543 | $31.0M |
| NorthCoast Asset Management LLC | 0.71% | Add +107.0% | 582,929 | $30.6M |
| NewSquare Capital LLC | 2.66% | Add +11.5% | 580,167 | $30.5M |
| Chicago Partners Investment Group LLC | 0.67% | Add +9.8% | 569,762 | $30.0M |
| Prime Capital Investment Advisors, LLC | 0.35% | Add +2.6% | 569,198 | $29.9M |
| Stephens Inc. | 0.37% | Reduce -1.8% | 565,737 | $29.7M |
| Renaissance Technologies | 0.04% | Add +517.0% | 544,563 | $28.6M |
| Klaas Financial Asset Advisors, LLC | 3.91% | Reduce -49.1% | 538,501 | $28.3M |
| Bank of New York Mellon Corp | 0.01% | Add +17.2% | 519,996 | $27.3M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -8.7% | 514,896 | $27.0M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -3.6% | 508,965 | $26.8M |
| Beacon Pointe Advisors, LLC | 0.14% | Reduce -3.5% | 500,718 | $26.3M |
| Bartlett & Co. Wealth Management LLC | 0.33% | Reduce -4.3% | 489,825 | $25.7M |
| Baird Financial Group, Inc. | 0.04% | Add +25.1% | 484,583 | $25.5M |
| DT Investment Partners, LLC | 2.09% | Add +0.5% | 477,357 | $25.1M |
| Lutz Financial Services LLC | 1.68% | Reduce -2.4% | 475,169 | $25.0M |
| Fiduciary Group, LLC | 2.13% | Add +4.7% | 473,633 | $24.9M |
| Wellington Grp LLC | 7.61% | Add +9.2% | 470,262 | $24.7M |
| Arch Capital Group LTD. | 8.50% | No change | 469,378 | $24.7M |
| AE Wealth Management LLC | 0.13% | Add +58.8% | 453,296 | $23.8M |
| Lazard Asset Management LLC | 0.04% | Add +0.6% | 447,444 | $23.5M |
| Courage Miller Partners, LLC | 6.64% | Add +2.6% | 447,305 | $23.5M |
| Blue Fin Capital, Inc. | 3.80% | Add +8.3% | 440,329 | $23.1M |
| Ameliora Wealth Management Ltd. | 7.37% | Add +109.2% | 439,688 | $23.1M |
| First American Trust, FSB | 1.55% | Add +99.1% | 436,894 | $23.0M |
| Strategic Investment Advisors / MI | 1.57% | Add +21.1% | 433,264 | $22.8M |
| Bar Harbor Wealth Management | 1.31% | Add +4.3% | 427,552 | $22.5M |
| IFP Advisors, Inc | 0.47% | Add +8.6% | 427,145 | $22.5M |
| Jacobson & Schmitt Advisors, LLC | 3.95% | Add +3.3% | 414,288 | $21.8M |
| First Citizens Bank & Trust Co. | 0.43% | Add +8.9% | 391,976 | $20.6M |
| Creative Planning | 0.01% | Add +20.4% | 390,743 | $20.5M |
| JBGlobal.com LLC | 19.84% | Add +2.2% | 383,342 | $20.1M |
| Astoria Strategic Wealth, Inc. | 5.08% | Add +2.1% | 380,829 | $20.0M |
| Northstar Advisory Group, LLC | 7.59% | Add +44.2% | 378,594 | $19.9M |
| Gsa Capital Partners LLP | 1.23% | New | 376,015 | $19.8M |
| Amtrust Financial Services, Inc. | 6.46% | No change | 367,800 | $19.3M |
| Alley Investment Management Company, LLC | 2.35% | Add +2.6% | 367,448 | $19.3M |
| Presilium Private Wealth, LLC | 3.37% | Add +5.7% | 363,881 | $19.1M |
| Atwood & Palmer Inc. | 1.06% | Add +2.4% | 357,227 | $18.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -2.3% | 346,799 | $18.2M |
| Elevate Capital Advisors, LLC | 11.76% | Add +44.1% | 346,029 | $18.2M |
| Guggenheim Capital LLC | 0.14% | Add +1.5% | 345,306 | $18.1M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +3.0% | 344,713 | $18.1M |
| Discipline Wealth Solutions, LLC | 1.90% | Add +6.9% | 342,522 | $18.0M |
| Alesco Advisors, LLC, An ESL Co | 0.46% | Add +19.9% | 339,675 | $17.9M |
| Black Diamond Financial, LLC | 1.94% | Add +11.1% | 338,070 | $17.8M |
| North Dakota State Investment Board | 0.76% | New | 335,337 | $17.6M |
| Anchor Capital Advisors LLC | 0.49% | Add +2.6% | 328,624 | $17.3M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +8.4% | 325,491 | $17.1M |
| Johns Hopkins University | 1.23% | No change | 321,905 | $16.9M |
| Gemmer Asset Management LLC | 1.31% | Add +506.8% | 315,765 | $16.6M |
| Arax Advisory Partners | 0.45% | Reduce -67.1% | 302,736 | $15.9M |
| Summit Wealth Partners, LLC | 2.52% | Add +2.9% | 302,648 | $15.9M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 300,000 | $15.8M |
| Stephens Group Asset Management, LLC | 0.99% | Reduce -22.3% | 295,113 | $15.5M |
| CVS HEALTH Corp | 7.29% | Add +211.9% | 294,400 | $15.5M |
| Kwmg, LLC | 1.29% | Add +5.5% | 294,063 | $15.5M |
| Prosperity Planning, Inc. | 5.55% | Add +6.5% | 292,992 | $15.4M |
| Cary Street Partners Financial LLC | 0.38% | Add +8.1% | 292,190 | $15.4M |
| Betterment LLC | 0.03% | Add +4.1% | 288,580 | $15.2M |
| Caldwell Trust Co | 1.34% | Add +7.1% | 284,597 | $15.0M |
| Stratos Wealth Partners, LTD. | 0.17% | Reduce -5.6% | 283,141 | $14.9M |
| Cwm, LLC | 0.04% | Add +6.5% | 280,976 | $14.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 278,770 | $14.7M |
| Summit Financial, LLC | 0.19% | Reduce -10.1% | 277,614 | $14.6M |
| Choreo, LLC | 0.18% | Add +35.9% | 274,253 | $14.4M |
| Hall Capital Management Co. Inc. | 5.06% | Add +9.0% | 269,180 | $14.2M |
| ABLE Financial Group, LLC | 2.76% | Add +14.1% | 268,507 | $14.1M |
| Disciplina Capital Management LLC | 1.49% | Add +15.0% | 267,694 | $14.1M |
| Secure Asset Management, LLC | 2.21% | Add +11.2% | 265,755 | $14.0M |
| Bernardo Wealth Planning LLC | 2.73% | Add +3.0% | 265,346 | $13.9M |
| Gradient Investments LLC | 0.22% | Add +6.6% | 265,063 | $13.9M |
| Wharton Business Group, LLC | 0.52% | Add +18.9% | 263,365 | $13.8M |
| TCTC Holdings, LLC | 0.39% | Reduce -0.1% | 258,782 | $13.6M |
| Fortis Capital Management LLC | 1.81% | Add +0.1% | 257,256 | $13.5M |
| Smithfield Trust Co | 0.59% | Add +8.3% | 256,973 | $13.5M |
| MTC Wealth Management LLC | 6.38% | Add +9.4% | 255,420 | $13.4M |
| Goelzer Investment Management, Inc. | 0.65% | Add +2.7% | 253,719 | $13.3M |
| Smith Salley Wealth Management | 0.66% | Add +6.7% | 250,100 | $13.1M |
| CIBC Bancorp USA Inc. | 0.02% | — | 247,245 | $13.0M |
| Affinity Wealth LLC | 8.25% | New | 245,867 | $12.9M |
| NBT Bank, N.A. | 0.84% | Reduce -0.7% | 244,870 | $12.9M |
| Sigma Planning Corp | 0.35% | Add +3.8% | 239,111 | $12.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +66.0% | 232,686 | $12.2M |
| Rothschild Investment LLC | 0.64% | Add +8.2% | 232,639 | $12.2M |
| D L Carlson Investment Group Inc. | 2.10% | Add +17.5% | 232,471 | $12.2M |
| Charter Oak Capital Management, LLC | 0.95% | Reduce -4.4% | 232,317 | $12.2M |
| Vertex Investment Solutions Co., Ltd. | 13.95% | Reduce -5.9% | 229,800 | $12.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -8.9% | 228,104 | $12.0M |
| Fifth Third Bancorp | 0.02% | Add +53.0% | 227,437 | $12.0M |
| Franklin Resources Inc. | 0.00% | Add +9.9% | 226,058 | $11.9M |
| Confluence Investment Management LLC | 0.18% | Add +81.9% | 225,126 | $11.8M |
| Scotia Capital Inc. | 0.05% | Add +34.6% | 223,518 | $11.7M |
| Sandy Cove Advisors, LLC | 3.39% | Add +3.1% | 215,431 | $11.3M |
| Galilei Investment Office LLP | 5.85% | No change | 214,946 | $11.3M |
| Avior Wealth Management, LLC | 0.32% | Add +0.2% | 214,288 | $11.3M |
| Hilton Capital Management, LLC | 0.85% | Add +4.2% | 213,795 | $11.2M |
| Regions Financial Corp. | 0.07% | Add +10.1% | 207,277 | $10.9M |
| Pinnacle Financial Partners, Inc. | 0.08% | Reduce -3.4% | 206,759 | $10.9M |
| Wealth Forward, LLC | 6.12% | Add +1.1% | 206,250 | $10.8M |
| Kiker Wealth Management, LLC | 5.17% | Add +2133.9% | 205,923 | $10.8M |
| Equitable Trust Co. | 0.50% | Add +3.0% | 205,824 | $10.8M |
| Ballentine Capital Advisors, Inc | 4.45% | Add +2.9% | 204,578 | $10.8M |
| DAVENPORT & Co LLC | 0.06% | Add +11.9% | 204,525 | $10.7M |
| Ticino Wealth | 3.69% | Add +68.8% | 187,452 | $10.6M |
| Jane Street Group, LLC | 0.01% | New | 199,792 | $10.5M |
| James Investment Research, Inc. | 1.17% | Reduce -3.4% | 198,459 | $10.4M |
| NewEdge Advisors, LLC | 0.04% | Add +6.7% | 196,654 | $10.3M |
| Wealthstar Advisors, LLC | 5.97% | Reduce -0.5% | 190,779 | $10.0M |
| Powers Advisory Group, LLC | 3.51% | Add +5.9% | 189,288 | $9.9M |
| Patriot Investment Management Group, Inc. | 0.63% | Add +0.1% | 186,606 | $9.8M |
| Mutual Advisors, LLC | 0.21% | Reduce -65.4% | 185,497 | $9.7M |
| Delta Asset Management LLC | 0.88% | Reduce -0.2% | 183,973 | $9.7M |
| Waverly Advisors, LLC | 0.07% | Add +1.3% | 182,819 | $9.6M |
| BlueSky Wealth Advisors, LLC | 1.22% | Reduce -15.2% | 180,967 | $9.5M |
| Trustmark Bank Trust Department | 0.60% | Add +1.4% | 178,736 | $9.4M |
| Kelsey Financial, LLC | 8.04% | Add +0.4% | 174,976 | $9.2M |
| Artesa Financial Group, LLC | 8.75% | Add +6.2% | 174,619 | $9.2M |
| JPL Wealth Management, LLC | 2.06% | Add +5.7% | 170,778 | $9.0M |
| Capitolis Liquid Global Markets LLC | 0.06% | — | 170,700 | $9.0M |
| Larson Financial Group LLC | 0.28% | Reduce -7.4% | 167,881 | $8.8M |
| Burns J W & Co. Inc. | 1.01% | Add +29.9% | 167,820 | $8.8M |
| Heck Capital Advisors, LLC | 0.65% | Reduce -18.8% | 166,943 | $8.8M |
| Procyon Advisors, LLC | 0.43% | Reduce -8.6% | 166,889 | $8.8M |
| 1832 Asset Management L.P. | 0.01% | Reduce -76.3% | 165,094 | $8.7M |
| Compound Planning, Inc. | 0.27% | Reduce -11.1% | 164,299 | $8.6M |
| Dimension Capital Management LLC | 1.19% | Reduce -1.7% | 161,544 | $8.5M |
| Oppenheimer & Co. Inc. | 0.10% | Add +0.7% | 158,559 | $8.3M |
| Crestwood Advisors Group, LLC | 0.14% | Reduce -1.3% | 157,971 | $8.3M |
| TD Asset Management Inc | 0.01% | No change | 157,149 | $8.3M |
| Dynamic Advisor Solutions LLC | 0.25% | Add +1.4% | 153,073 | $8.0M |
| Aspen Investment Management Inc | 2.45% | Add +5.2% | 152,004 | $8.0M |
| Woodmont Investment Counsel LLC | 0.49% | Reduce -0.9% | 151,405 | $8.0M |
| Proffitt & Goodson Inc. | 1.22% | Reduce -12.5% | 150,148 | $7.9M |
| Jones Financial Companies LLLP | 0.00% | Add +39.1% | 150,048 | $7.8M |
| Semitam Bonam LLC | 6.38% | Add +6.6% | 148,628 | $7.8M |
| Integrated Wealth Concepts LLC | 0.06% | Add +85.7% | 146,102 | $7.7M |
| BCS Private Wealth Management, Inc. | 2.33% | Reduce -0.5% | 145,921 | $7.7M |
| Schroder Investment Management Group | 0.01% | No change | 145,225 | $7.6M |
| SeaBridge Investment Advisors LLC | 1.26% | Add +1.5% | 141,432 | $7.4M |
| Mendota Financial Group, LLC | 5.46% | Add +1.0% | 140,197 | $7.4M |
| Marmo Financial Group, LLC | 3.62% | Reduce -2.5% | 138,988 | $7.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -22.2% | 135,254 | $7.1M |
| Capital Investment Counsel, LLC | 0.97% | Reduce -0.6% | 135,179 | $7.1M |
| Clear Retirement Advice LLC | 5.49% | Add +0.1% | 133,030 | $7.0M |
| Axxcess Wealth Management, LLC | 0.22% | Reduce -7.3% | 131,660 | $6.9M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +11.7% | 130,199 | $6.8M |
| Aptus Capital Advisors, LLC | 0.06% | Add +9.8% | 129,841 | $6.8M |
| HSBC Holdings PLC | 0.00% | Reduce -7.5% | 127,418 | $6.7M |
| Bank of Nova Scotia | 0.01% | New | 125,100 | $6.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.89% | Add +4.3% | 124,990 | $6.6M |
| Mittelman Wealth Management | 4.09% | Reduce -8.3% | 124,664 | $6.6M |
| Eubel Brady & Suttman Asset Management Inc. | 0.83% | Reduce -3.9% | 124,159 | $6.5M |
| Hancock Whitney Corp. | 0.11% | Reduce -3.0% | 123,546 | $6.5M |
| Capital Investment Services of America, Inc. | 0.67% | Reduce -1.4% | 122,624 | $6.4M |
| Croban | 2.99% | Add +5.0% | 120,979 | $6.4M |
| Fairview Capital Investment Management, LLC | 0.34% | Reduce -0.9% | 120,586 | $6.3M |
| Investment Partners, LTD. | 2.24% | Add +6.0% | 119,733 | $6.3M |
| United Bank | 0.80% | Add +13.6% | 118,495 | $6.2M |
| Amara Financial, Llc. | 4.23% | Add +9.6% | 116,642 | $6.1M |
| Nalls Sherbakoff Group, LLC | 4.33% | Reduce -4.3% | 111,889 | $5.9M |
| Davis R M Inc. | 0.10% | Reduce -10.9% | 111,666 | $5.9M |
| Shore Point Advisors, LLC | 2.30% | Add +8.9% | 122,934 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.4% | 110,279 | $5.8M |
| Union Bancaire Privee, UBP SA | 0.08% | Add +3.2% | 112,148 | $5.8M |
| Blair William & Co. | 0.02% | Add +6.4% | 110,159 | $5.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +3.8% | 109,000 | $5.7M |
| True Freedom Investing, LLC | 0.44% | Add +1.8% | 108,634 | $5.7M |
| Pinkerton Wealth, LLC | 0.52% | Reduce -5.3% | 107,751 | $5.7M |
| KMG Fiduciary Partners, LLC | 0.42% | Add +6.7% | 108,325 | $5.7M |
| Tableaux LLC | 2.74% | Add +57.0% | 107,644 | $5.7M |
| Main Management LLC | 0.41% | Reduce -33.9% | 106,259 | $5.6M |
| Providence Capital Advisors, LLC | 0.91% | Add +4.0% | 106,072 | $5.6M |
| Outlook Wealth Advisors, LLC | 1.35% | Reduce -9.3% | 106,063 | $5.6M |
| CWA Asset Management Group, LLC | 0.19% | Reduce -3.2% | 104,780 | $5.5M |
| Meridian Wealth Management, LLC | 0.20% | Reduce -1.9% | 104,730 | $5.5M |
| Diversified Portfolios, Inc. | 0.44% | Reduce -0.1% | 102,614 | $5.4M |
| Grey Ledge Advisors, LLC | 1.20% | Add +5.5% | 101,438 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -21.2% | 101,320 | $5.3M |
| L. Roy Papp & Associates, LLP | 0.61% | Add +48.1% | 100,135 | $5.3M |
| Crescent Grove Advisors, LLC | 0.52% | Add +5.5% | 99,420 | $5.2M |
| Trinity Legacy Partners, LLC | 1.13% | Add +3.3% | 98,814 | $5.2M |
| Roundview Capital LLC | 0.32% | Add +0.5% | 98,987 | $5.2M |
| Parsons Capital Management Inc. | 0.23% | Add +15.7% | 96,460 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +51.2% | 96,134 | $5.1M |
| NTV Asset Management LLC | 0.55% | Add +2.9% | 95,371 | $5.0M |
| Engineers Gate Manager LP | 0.06% | Add +395.5% | 95,120 | $5.0M |
| Polymer Capital Management (US) LLC | 0.74% | New | 95,000 | $5.0M |
| &partners | 0.02% | Add +22.3% | 94,867 | $5.0M |
| AmeriServ Wealth Advisors | 3.17% | Reduce -9.1% | 94,402 | $5.0M |
| Deutsche Bank AG | 0.00% | Add +0.1% | 93,903 | $4.9M |
| Bigelow Investment Advisors, LLC | 1.97% | Add +14.2% | 93,852 | $4.9M |
| Graybill Wealth Management, LTD. | 1.50% | Add +5.9% | 93,501 | $4.9M |
| Bailard, Inc. | 0.11% | Reduce -51.5% | 92,819 | $4.9M |
| Becker Capital Management Inc. | 0.14% | Add +60.3% | 92,415 | $4.9M |
| Galvin, Gaustad & Stein, LLC | 0.39% | Reduce -35.0% | 92,211 | $4.8M |
| Lodestar Private Asset Management LLC | 0.47% | Add +2.6% | 91,173 | $4.8M |
| Pines Wealth Management, LLC | 1.55% | Add +3.5% | 91,163 | $4.8M |
| Martin Capital Partners, LLC | 1.78% | Reduce -0.8% | 90,878 | $4.8M |
| Regal Investment Advisors LLC | 0.28% | Add +0.3% | 90,769 | $4.8M |
| Banco Santander, S.A. | 0.04% | Add +19.4% | 90,716 | $4.8M |
| Wealthfront Advisers LLC | 0.01% | Add +20.3% | 89,439 | $4.7M |
| Apella Capital, LLC | 0.07% | Add +31.6% | 88,536 | $4.7M |
| Resonant Capital Advisors, LLC | 0.24% | Reduce -12.6% | 87,861 | $4.6M |
| Corient Private Wealth LP | 0.01% | Reduce -1.5% | 88,733 | $4.6M |
| Ally Invest Advisors Inc. | 0.31% | Add +4.4% | 87,179 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.24% | Add +5.8% | 87,161 | $4.6M |
| Gradient Capital Advisors, LLC | 1.17% | Reduce -0.3% | 85,562 | $4.5M |
| Bull Street Advisors, LLC | 2.16% | Reduce -0.5% | 83,115 | $4.4M |
| Catalyst Capital Advisors LLC | 0.08% | No change | 82,764 | $4.4M |
| Smartleaf Asset Management LLC | 0.15% | Add +7.3% | 81,788 | $4.3M |
| Boltwood Capital Management | 1.08% | Reduce -2.0% | 80,715 | $4.2M |
| Founders Grove Wealth Partners, LLC | 0.96% | Add +2.2% | 80,299 | $4.2M |
| Chesley Taft & Associates LLC | 0.17% | Add +2.8% | 78,693 | $4.1M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Reduce -7.9% | 78,663 | $4.1M |
| HM Payson & Co. | 0.06% | Add +0.8% | 77,292 | $4.1M |
| Agate Pass Investment Management, LLC | 1.58% | Reduce -1.5% | 76,757 | $4.0M |
| SouthState Bank Corp | 0.19% | Reduce -3.3% | 76,609 | $4.0M |
| Juncture Wealth Strategies, LLC | 1.33% | Add +2.8% | 75,466 | $4.0M |
| DMC Group, LLC | 2.66% | Reduce -0.4% | 74,920 | $3.9M |
| Ascent Group, LLC | 0.14% | Add +1.5% | 74,896 | $3.9M |
| Apollon Wealth Management, LLC | 0.06% | Add +121.8% | 74,827 | $3.9M |
| Eley Financial Management, Inc | 1.41% | New | 74,422 | $3.9M |
| Aventus Investment Advisors, Inc. | 3.31% | Add +3.6% | 74,334 | $3.9M |
| Investment Advisory Group, LLC | 0.98% | Add +5.9% | 73,240 | $3.8M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +41.3% | 72,765 | $3.8M |
| Naples Global Advisors, LLC | 0.28% | Add +15.8% | 72,141 | $3.8M |
| Fire Capital Management LLC | 1.77% | Add +20.8% | 71,738 | $3.8M |
| Diversify Wealth Management, LLC | 0.07% | Add +18.5% | 70,898 | $3.7M |
| Rathbones Group PLC | 0.01% | Add +10.5% | 69,169 | $3.6M |
| Bokf, NA | 0.06% | Reduce -2.6% | 68,569 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +48.3% | 68,121 | $3.6M |
| Eagle Global Advisors LLC | 0.13% | Reduce -0.5% | 66,095 | $3.5M |
| Cornerstone Enterprises, LLC | 1.73% | Add +8.3% | 66,035 | $3.5M |
| Voya Investment Management LLC | 0.00% | New | 65,949 | $3.5M |
| JHP Wealth Management, LLC | 3.31% | Reduce -49.4% | 65,776 | $3.5M |
| Advisory Services Network, LLC | 0.05% | Add +5.9% | 65,660 | $3.5M |
| SevenBridge Financial Group, LLC | 0.54% | Reduce -1.9% | 65,421 | $3.4M |
| Independent Advisor Alliance | 0.04% | Add +1237.3% | 65,503 | $3.4M |
| Novem Group | 0.39% | Add +1.6% | 64,626 | $3.4M |
| David Kennon Inc | 1.21% | New | 64,063 | $3.4M |
| Tidal Investments LLC | 0.01% | Reduce -55.7% | 63,866 | $3.4M |
| Curbstone Financial Management Corp | 0.64% | Add +1.6% | 63,190 | $3.3M |
| IVC Wealth Advisors LLC | 1.44% | Add +3.3% | 63,068 | $3.3M |
| Lowe Brockenbrough & Co. Inc. | 0.17% | Add +3.5% | 62,966 | $3.3M |
| Paces Ferry Wealth Advisors, LLC | 1.37% | Add +32.2% | 62,567 | $3.3M |
| Oak Family Advisors, LLC | 1.00% | Reduce -26.1% | 61,902 | $3.3M |
| Hourglass Capital, LLC | 0.68% | New | 61,800 | $3.2M |
| LaFleur & Godfrey LLC | 0.40% | Add +25.8% | 61,640 | $3.2M |
| YHB Investment Advisors, Inc. | 0.23% | Add +3.6% | 61,593 | $3.2M |
| Steinberganna Wealth Management | 1.54% | Add +10.8% | 60,847 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +1459.3% | 60,565 | $3.2M |
| Autumn Glory Partners, LLC | 1.17% | Add +137.9% | 60,533 | $3.2M |
| Princeton Global Asset Management LLC | 0.52% | Add +6.9% | 60,342 | $3.2M |
| Welch & Forbes LLC | 0.04% | Add +2.2% | 60,258 | $3.2M |
| Hudson Portfolio Management LLC | 2.66% | Add +11.4% | 60,046 | $3.2M |
| Cabot Wealth Management Inc. | 0.36% | Add +14.2% | 59,739 | $3.1M |
| Buska Wealth Management, LLC | 1.26% | Add +0.4% | 59,567 | $3.1M |
| AlTi Global, Inc. | 0.07% | Add +16.0% | 59,360 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -7.0% | 58,384 | $3.1M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -1.9% | 58,081 | $3.1M |
| UMB Bank, n.a. | 0.04% | Reduce -10.7% | 58,047 | $3.1M |
| New South Capital Management Inc. | 0.15% | Add +1.3% | 57,990 | $3.0M |
| Brown Brothers Harriman & Co. | 0.02% | New | 57,300 | $3.0M |
| Maia Wealth LLC | 0.51% | Add +32.8% | 57,083 | $3.0M |
| M Holdings Securities, Inc. | 0.20% | Add +28.5% | 57,197 | $3.0M |
| Ifrah Financial Services, Inc. | 0.79% | Add +33.7% | 57,041 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +102.1% | 56,610 | $3.0M |
| BG Investment Services, LLC | 2.48% | Add +5.1% | 56,772 | $3.0M |
| Maseco LLP | 0.09% | Add +3.2% | 56,655 | $3.0M |
| Whittier Trust Co. | 0.03% | Reduce -0.1% | 56,270 | $2.9M |
| One Day In July LLC | 0.23% | Reduce -0.5% | 55,485 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +42.6% | 55,189 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +7.8% | 54,875 | $2.9M |
| Wealth Enhancement Trust Services, Inc. | 0.34% | Add +49.6% | 53,384 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +25.0% | 52,972 | $2.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +82.3% | 53,115 | $2.8M |
| Wealth Advisors of Tampa Bay, LLC | 0.92% | Add +0.4% | 52,912 | $2.8M |
| LightSquare Wealth Management, LLC | 2.05% | — | 52,059 | $2.7M |
| Duncker Streett & Co. Inc. | 0.52% | Reduce -1.1% | 51,831 | $2.7M |
| Sax Wealth Advisors, LLC | 0.13% | No change | 50,722 | $2.7M |
| E&G Advisors, LLC | 0.59% | No change | 50,825 | $2.7M |
| Aries Wealth Management | 0.59% | Add +1.6% | 50,712 | $2.7M |
| Enclave Advisors LLC | 0.38% | Reduce -2.0% | 50,487 | $2.7M |
| Integrated Advisors Network LLC | 0.14% | Reduce -10.1% | 49,732 | $2.6M |
| AlphaCore Capital LLC | 0.06% | Reduce -4.1% | 49,359 | $2.6M |
| Hilltop Holdings Inc. | 0.23% | Reduce -0.9% | 48,944 | $2.6M |
| Quaker Capital Investments, LLC | 0.63% | Add +80.4% | 48,700 | $2.6M |
| 1620 Investment Advisors, Inc. | 1.73% | Add +0.4% | 48,486 | $2.5M |
| Sowell Financial Services LLC | 0.09% | Add +8.3% | 47,696 | $2.5M |
| Johnson Bixby & Associates, LLC | 0.31% | Reduce -21.3% | 47,557 | $2.5M |
| AMG National Trust Bank | 0.05% | Add +8.2% | 47,356 | $2.5M |
| Claro Advisors Inc. | 0.29% | Reduce -2.5% | 46,162 | $2.4M |
| Unified Investment Management | 2.48% | Add +0.3% | 45,914 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.16% | No change | 45,612 | $2.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -0.2% | 45,111 | $2.4M |
| Advisory Research Inc. | 0.29% | Add +20.4% | 44,418 | $2.3M |
| SCS Capital Management LLC | 0.02% | Add +0.1% | 43,966 | $2.3M |
| Mgo One Seven LLC | 0.05% | Add +11.6% | 43,783 | $2.3M |
| CreativeOne Wealth, LLC | 0.05% | Add +112.6% | 43,653 | $2.3M |
| United Financial Planning Group LLC | 1.34% | Add +2.6% | 43,253 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Reduce -34.2% | 42,437 | $2.2M |
| CIBC Asset Management Inc | 0.01% | Add +2.4% | 41,967 | $2.2M |
| Sweeney & Michel, LLC | 0.65% | Add +4.1% | 41,711 | $2.2M |
| Sapient Capital LLC | 0.03% | No change | 41,630 | $2.2M |
| One Wealth Map LLC | 1.05% | Add +2.4% | 41,302 | $2.2M |
| Trajan Wealth LLC | 0.09% | Add +3.5% | 40,992 | $2.2M |
| Vise Technologies, Inc. | 0.04% | No change | 40,678 | $2.2M |
| RHS Financial, LLC | 1.01% | Reduce -10.8% | 40,692 | $2.1M |
| Godsey & Gibb, Inc. | 0.19% | Add +4.9% | 40,593 | $2.1M |
| Perspective Wealth Advisors LLC | 1.38% | New | 40,590 | $2.1M |
| Howard Financial Services, LTD. | 0.24% | Add +10.7% | 40,419 | $2.1M |
| Hollencrest Capital Management | 0.08% | Add +9.8% | 40,018 | $2.1M |
| MMBG Investment Advisors Co. | 0.19% | Add +0.9% | 39,912 | $2.1M |
| Clearstead Advisors, LLC | 0.02% | Reduce -23.5% | 39,896 | $2.1M |
| World Investment Advisors | 0.03% | Reduce -5.7% | 39,838 | $2.1M |
| SlateStone Wealth, LLC | 0.17% | Add +45.6% | 39,610 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Reduce -18.3% | 38,823 | $2.0M |
| Tilia Fiduciary Partners, Inc. | 1.12% | Reduce -0.5% | 38,771 | $2.0M |
| Steele Capital Management, Inc. | 0.08% | Add +5.8% | 38,673 | $2.0M |
| SHUTTLEWORTH & Co | 1.84% | Add +55.9% | 38,602 | $2.0M |
| Strategic Financial Services, Inc. | 0.10% | Add +9.0% | 38,588 | $2.0M |
| Sovereign Financial Group, Inc. | 0.35% | Add +8.4% | 37,968 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -3.3% | 37,540 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +15.0% | 37,319 | $2.0M |
| Ridgewood Investments LLC | 0.80% | — | 37,036 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.33% | Reduce -0.1% | 36,791 | $1.9M |
| Moneywise, Inc. | 0.84% | Add +28.1% | 36,466 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | Add +0.1% | 36,248 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | Add +0.0% | 35,692 | $1.9M |
| Commerce Bank | 0.01% | Add +363.1% | 35,643 | $1.9M |
| Cooksen Wealth, LLC | 1.35% | Add +3.7% | 35,389 | $1.9M |
| PW Advisors, LLC \ FL | 1.39% | Add +87.8% | 35,361 | $1.9M |
| Calamos Wealth Management LLC | 0.06% | Add +8.0% | 34,776 | $1.8M |
| Calamos Advisors LLC | 0.01% | New | 34,776 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.16% | Add +10.7% | 34,385 | $1.8M |
| Israel Discount Bank of New York | 3.95% | Add +28.8% | 34,253 | $1.8M |
| Factor Wealth Management LTD | 0.34% | Reduce -39.3% | 34,061 | $1.8M |
| Buckhead Capital Management LLC | 0.67% | Add +0.4% | 34,015 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -27.3% | 34,002 | $1.8M |
| Transcend Capital Advisors, LLC | 0.14% | Add +102.6% | 33,609 | $1.8M |
| Berger Financial Group, Inc | 0.10% | Add +1.6% | 33,407 | $1.8M |
| Allianz SE | 0.02% | No change | 33,144 | $1.7M |
| Courier Capital LLC | 0.10% | Add +1.6% | 32,847 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +17.5% | 32,667 | $1.7M |
| Nordwand Advisors, LLC | 0.30% | Add +17.1% | 32,565 | $1.7M |
| Ridge Creek Global, Inc | 1.44% | Reduce -2.1% | 32,269 | $1.7M |
| Sheets Smith Wealth Management | 0.19% | Add +2.2% | 31,927 | $1.7M |
| Brookstone Capital Management | 0.02% | Reduce -5.7% | 31,849 | $1.7M |
| Wilshire Advisors LLC | 16.78% | Reduce -6.7% | 31,804 | $1.7M |
| United Community Bank | 0.56% | New | 31,748 | $1.7M |
| Checchi Capital Advisers, LLC | 0.11% | Reduce -21.5% | 31,660 | $1.7M |
| Glen Eagle Advisors, LLC | 0.23% | Reduce -0.5% | 31,487 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.9% | 31,285 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +22.9% | 31,101 | $1.6M |
| Aprio Wealth Management, LLC | 0.09% | Reduce -8.7% | 30,867 | $1.6M |
| Schmidt P J Investment Management Inc. | 0.27% | Add +2.1% | 30,392 | $1.6M |
| Sage Advisory Services, Ltd.Co. | 0.87% | Reduce -17.1% | 30,372 | $1.6M |
| A. D. Beadell Investment Counsel, Inc. | 1.01% | No change | 30,100 | $1.6M |
| Coordinated Financial Services, Inc. | 0.91% | Add +6.0% | 29,742 | $1.6M |
| Lido Advisors, LLC | 0.01% | Reduce -4.7% | 29,421 | $1.5M |
| City National Bank of Florida | 0.92% | Reduce -23.2% | 29,288 | $1.5M |
| Nvwm, LLC | 0.34% | Reduce -0.1% | 29,090 | $1.5M |
| Compass Ion Advisors, LLC | 0.14% | Reduce -4.2% | 28,902 | $1.5M |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -97.6% | 28,812 | $1.5M |
| Leo Wealth, LLC | 0.11% | Reduce -3.2% | 28,786 | $1.5M |
| Hunter Associates Investment Management LLC | 0.20% | Reduce -9.5% | 28,604 | $1.5M |
| Longview Financial Advisors LLC | 0.82% | No change | 28,613 | $1.5M |
| GWN Securities Inc. | 0.28% | Add +1.1% | 28,279 | $1.5M |
| Savvy Advisors, Inc. | 0.04% | Add +61.3% | 28,249 | $1.5M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -97.7% | 28,181 | $1.5M |
| Ingalls & Snyder LLC | 0.05% | Reduce -0.1% | 28,021 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -13.5% | 28,021 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -2.2% | 27,985 | $1.5M |
| White Pine Capital LLC | 0.40% | Reduce -5.2% | 27,789 | $1.5M |
| First Trust Advisors LP | 0.00% | Reduce -8.1% | 27,579 | $1.4M |
| Meeder Advisory Services, Inc. | 0.06% | Reduce -97.1% | 27,571 | $1.4M |
| Premier Path Wealth Partners, LLC | 0.19% | Add +134.1% | 27,280 | $1.4M |
| Cumberland Partners Ltd | 0.11% | Add +6.9% | 26,977 | $1.4M |
| Fiduciary Financial Advisors | 1.26% | — | 26,952 | $1.4M |
| Solstein Capital, LLC | 0.58% | Reduce -19.1% | 26,793 | $1.4M |
| Kovack Advisors, Inc. | 0.08% | Reduce -5.4% | 26,697 | $1.4M |
| Woodside Wealth Management LLC | 1.09% | Add +4.2% | 26,492 | $1.4M |
| Bingham Private Wealth, LLC | 1.10% | Add +9.4% | 26,270 | $1.4M |
| Systelligence, LLC | 0.26% | New | 25,840 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Reduce -65.2% | 25,767 | $1.4M |
| Y.D. More Investments Ltd | 0.05% | Add +2.1% | 25,661 | $1.3M |
| Weaver Consulting Group | 0.32% | Reduce -4.3% | 25,482 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -0.0% | 25,440 | $1.3M |
| Plancorp, LLC | 0.04% | Add +4.0% | 25,320 | $1.3M |
| American National Bank of Texas | 1.24% | Add +5.5% | 24,779 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -3.5% | 24,518 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +12.7% | 24,488 | $1.3M |
| Pacific Point Advisors, LLC | 0.67% | No change | 24,231 | $1.3M |
| SWP Financial LLC | 0.64% | Add +35.3% | 24,038 | $1.3M |
| Forte Asset Management LLC | 0.55% | Reduce -5.0% | 23,942 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | Reduce -0.4% | 23,766 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +7.1% | 23,720 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.33% | Reduce -0.3% | 23,649 | $1.2M |
| Strive Financial Group ,LLC | 0.66% | Reduce -0.3% | 23,490 | $1.2M |
| SIMA Wealth Partners, LLC | 0.94% | Reduce -25.3% | 23,439 | $1.2M |
| Apex Wealth Management, LLC | 0.84% | New | 23,247 | $1.2M |
| Westview Management dba Westview Investment Advisors | 0.63% | No change | 23,201 | $1.2M |
| Advisor OS, LLC | 0.09% | Add +0.2% | 22,999 | $1.2M |
| Peoples Bank | 0.74% | Add +0.9% | 22,918 | $1.2M |
| Spire Wealth Management | 0.04% | Add +4.7% | 22,799 | $1.2M |
| McCartney Wealth Management LLC | 1.01% | Add +3.0% | 22,744 | $1.2M |
| Titleist Asset Management, LLC | 0.09% | New | 22,501 | $1.2M |
| Flagstar Securities, Inc. | 0.43% | Reduce -4.3% | 22,460 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -90.8% | 22,428 | $1.2M |
| Independent Solutions Wealth Management, LLC | 0.17% | Add +329.3% | 22,422 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +33.9% | 21,931 | $1.2M |
| Peak Planning Group, LLC | 0.32% | Add +3.5% | 21,872 | $1.1M |
| Nwam LLC | 0.07% | Reduce -0.4% | 21,851 | $1.1M |
| Signet Financial Management, LLC | 0.13% | Reduce -5.2% | 21,634 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.47% | New | 21,531 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +271.6% | 21,478 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -3.0% | 21,348 | $1.1M |
| Protective Life Corp. | 3.64% | New | 20,833 | $1.1M |
| Garde Capital, Inc. | 0.07% | New | 20,743 | $1.1M |
| GC Wealth Management RIA, LLC | 0.05% | Add +23.7% | 20,708 | $1.1M |
| Traub Capital Management LLC | 1.07% | Add +0.0% | 20,604 | $1.1M |
| Midwest Trust Co | 0.01% | Add +6.4% | 20,058 | $1.1M |
| Bear Mountain Capital, Inc. | 0.32% | Reduce -1.7% | 19,901 | $1.0M |
| Red Cedar Investment Management, LLC | 0.11% | No change | 19,907 | $1.0M |
| Koshinski Asset Management, Inc. | 0.07% | Add +1.5% | 19,813 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Reduce -67.8% | 19,552 | $1.0M |
| American Institute for Advanced Investment Management, LLP | 0.66% | Add +5.0% | 19,507 | $1.0M |
| Exchange Bank | 0.70% | Reduce -13.0% | 19,274 | $1.0M |
| Burke & Herbert Bank & Trust Co. | 0.28% | Add +1.9% | 19,224 | $1.0M |
| Cogent Private Wealth, Inc. | 0.73% | Reduce -1.2% | 19,182 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +79.3% | 19,153 | $1.0M |
| Powerhouse Assets LLC | 0.87% | Add +14.0% | 18,984 | $998K |
| Saiph Capital, LLC | 0.38% | Reduce -1.7% | 18,880 | $992K |
| Zacks Investment Management | 0.01% | Add +0.8% | 18,874 | $992K |
| Beaumont Financial Advisors, LLC | 0.07% | Add +26.4% | 18,452 | $970K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.1% | 18,398 | $967K |
| Bessemer Group Inc. | 0.00% | Add +220.9% | 18,286 | $961K |
| Johnson Investment Counsel Inc. | 0.01% | New | 18,245 | $959K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +24.0% | 18,136 | $953K |
| XY Planning Network, Inc. | 0.15% | Reduce -3.2% | 18,119 | $950K |
| Stelac Advisory Services LLC | 0.19% | New | 17,960 | $944K |
| Blalock Williams, LLC | 0.73% | Reduce -1.9% | 17,898 | $941K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -0.8% | 17,788 | $935K |
| White Lighthouse Investment Management Inc. | 0.13% | Add +0.9% | 17,750 | $933K |
| Keel Point, LLC | 0.06% | Reduce -6.1% | 17,600 | $925K |
| Modern Wealth Management, LLC | 0.02% | Add +15.8% | 17,506 | $917K |
| Wellington-Altus USA Inc. | 0.54% | Add +624.0% | 17,404 | $912K |
| Strategy Asset Managers LLC | 0.15% | Add +0.6% | 17,301 | $909K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -0.8% | 17,257 | $907K |
| Mount Lucas Management LP | 0.33% | Add +9.9% | 17,157 | $902K |
| Geneos Wealth Management Inc. | 0.02% | Add +6.3% | 17,123 | $900K |
| Savant Capital, LLC | 0.00% | Reduce -31.1% | 17,122 | $900K |
| PFG Investments, LLC | 0.04% | Add +0.1% | 17,097 | $899K |
| Palladiem, LLC | 0.85% | Reduce -0.1% | 17,047 | $896K |
| Grand Wealth Management, LLC | 0.42% | No change | 16,944 | $891K |
| Equita Financial Network, Inc. | 0.28% | Reduce -1.6% | 16,908 | $889K |
| Citadel Advisors | 0.00% | Reduce -96.1% | 16,886 | $888K |
| Stonekeep Investments, LLC | 0.57% | No change | 16,853 | $886K |
| Union Savings Bank | 0.38% | Add +4.0% | 16,673 | $876K |
| Allie Family Office LLC | 0.38% | Add +6.4% | 16,640 | $875K |
| First Washington CORP | 0.25% | Reduce -47.1% | 16,620 | $874K |
| Western Wealth Management, LLC | 0.03% | Reduce -73.6% | 16,587 | $872K |
| Kanawha Capital Management LLC | 0.06% | Reduce -9.1% | 16,447 | $864K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -13.8% | 16,388 | $861K |
| Unify Financial Advisors | 0.89% | Add +1.0% | 16,325 | $858K |
| FDx Advisors, Inc. | 0.27% | Reduce -12.5% | 16,037 | $843K |
| Calton & Associates, Inc. | 0.12% | Add +12.7% | 16,000 | $841K |
| FIL Ltd | 0.00% | No change | 15,950 | $838K |
| SkyOak Wealth, LLC | 0.15% | Add +8.0% | 15,909 | $836K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -25.5% | 15,906 | $836K |
| Pacific Park Financial, Inc. | 0.54% | Add +75.8% | 15,814 | $831K |
| Cornerstone Advisory, LLC | 0.08% | New | 15,801 | $831K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -19.8% | 15,761 | $828K |
| KDT Advisors, LLC | 1.32% | No change | 15,725 | $827K |
| Great Diamond Partners, LLC | 0.16% | Reduce -0.9% | 15,658 | $823K |
| Phoenix Financial Ltd. | 0.01% | Add +4.0% | 15,598 | $820K |
| Cloud Capital Management, LLC | 0.36% | Add +16.4% | 15,596 | $818K |
| Principal Securities, Inc. | 0.01% | Add +7.6% | 15,554 | $818K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +10.6% | 15,530 | $816K |
| JGP Wealth Management, LLC | 0.08% | Reduce -22.6% | 15,480 | $814K |
| Northeast Financial Group, Inc. | 0.22% | Reduce -8.7% | 15,467 | $813K |
| Essential Partners LLC | 0.27% | New | 15,283 | $803K |
| Wulff, Hansen & Co. | 0.82% | Reduce -3.4% | 15,255 | $802K |
| LVW Advisors, LLC | 0.08% | Add +28.9% | 15,161 | $797K |
| Waters Parkerson & Co., LLC | 0.04% | Reduce -1.1% | 15,145 | $796K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -39.5% | 15,032 | $790K |
| Pekin Hardy Strauss, Inc. | 0.08% | Add +1.4% | 14,990 | $788K |
| Balefire, LLC | 0.15% | New | 14,862 | $781K |
| Cardinal Capital Management | 0.10% | No change | 14,770 | $776K |
| Rossmore Private Capital | 0.07% | Reduce -0.3% | 14,689 | $772K |
| Eastern Bank | 0.01% | Reduce -33.5% | 14,479 | $761K |
| Belpointe Asset Management LLC | 0.03% | Add +156.5% | 14,452 | $760K |
| Sunburst Financial Group, LLC | 0.14% | No change | 14,057 | $739K |
| Strategic Advocates LLC | 3.25% | Reduce -95.8% | 13,986 | $735K |
| Paladin Wealth, LLC | 0.51% | Add +1.1% | 13,985 | $735K |
| Fonville Wealth Management LLC | 0.14% | Reduce -5.5% | 13,893 | $730K |
| Sage Financial Group Inc. | 0.05% | Reduce -45.7% | 13,679 | $719K |
| Clearstead Trust, LLC | 0.12% | Add +180.0% | 13,579 | $714K |
| LYNX Capital Group Ltd. | 0.33% | Add +17.1% | 13,550 | $712K |
| Forum Private Client Group LLC | 0.24% | Reduce -3.5% | 13,512 | $710K |
| Maridea Wealth Management LLC | 0.10% | Add +9.6% | 13,496 | $709K |
| Cypress Capital Group | 0.08% | Add +95.1% | 13,440 | $706K |
| RFG Advisory, LLC | 0.01% | Add +1.4% | 13,338 | $701K |
| Good Harbor Advisors, Inc. | 0.77% | Add +8.3% | 13,338 | $701K |
| Peloton Wealth Strategists | 0.29% | Add +12.3% | 13,328 | $701K |
| Lazari Capital Management, Inc. | 0.25% | Reduce -1.9% | 13,323 | $700K |
| Severin Investments, LLC | 0.60% | New | 13,278 | $698K |
| Boston Family Office LLC | 0.05% | Reduce -1.5% | 13,270 | $697K |
| Fiduciary Alliance LLC | 0.04% | Add +2.4% | 13,150 | $692K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -21.4% | 13,116 | $689K |
| Emerald Investment Advisers, LLC | 0.06% | — | 13,101 | $689K |
| Curtis Advisory Group, LLC | 0.15% | Add +6.2% | 13,005 | $684K |
| Wynn Capital, LLC | 0.35% | No change | 12,900 | $678K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.0% | 12,873 | $677K |
| Madson Wealth Advisors Inc | 0.56% | — | 12,783 | $672K |
| TAGStone Capital, Inc. | 0.24% | Add +43.1% | 12,757 | $671K |
| ARK & TLK Investments, LLC | 0.18% | No change | 12,685 | $667K |
| Verdence Capital Advisors LLC | 0.04% | Add +6.1% | 12,659 | $665K |
| Laurel Wealth Advisors LLC | 0.06% | Add +21.9% | 12,512 | $657K |
| Wesbanco Bank Inc. | 0.02% | Add +4.4% | 12,371 | $650K |
| Avant Financial Advisors LLC | 0.46% | No change | 12,361 | $650K |
| Natixis Advisors, LLC | 0.00% | New | 12,354 | $649K |
| Insigneo Advisory Services, LLC | 0.05% | Add +7.7% | 12,259 | $644K |
| Sage Mountain Advisors LLC | 0.04% | New | 12,146 | $638K |
| GreatBanc Trust CO | 0.44% | Reduce -3.2% | 12,080 | $635K |
| BankPlus Trust Department | 0.17% | Reduce -2.1% | 12,066 | $634K |
| Alpha Financial Partners LLC | 0.37% | Add +0.8% | 12,048 | $633K |
| True North Advisors, LLC | 0.07% | New | 11,912 | $626K |
| CoreCap Advisors, LLC | 0.02% | Reduce -78.6% | 11,872 | $624K |
| Strategic Blueprint, LLC | 0.04% | Reduce -0.6% | 11,743 | $617K |
| Rothschild Wealth LLC | 0.06% | No change | 11,710 | $615K |
| Beacon Financial Group | 0.06% | Reduce -87.0% | 11,698 | $615K |
| Guidance Point Advisors, LLC | 0.15% | Add +88.8% | 11,676 | $614K |
| Mfa Wealth Advisors, LLC | 0.12% | Reduce -20.3% | 11,614 | $610K |
| National Philanthropic Trust | 0.01% | Add +58.3% | 11,580 | $609K |
| First Manhattan Co. Llc. | 0.00% | Add +25.5% | 11,570 | $608K |
| Pacific Excel Wealth Advisors, Inc. | 0.64% | Add +26.5% | 11,557 | $607K |
| F/m Investments LLC | 0.04% | Reduce -55.1% | 11,491 | $604K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.9% | 11,417 | $600K |
| Councilor Wealth, LLC | 0.29% | Reduce -14.3% | 11,392 | $599K |
| Winebrenner Capital Management LLC | 0.38% | Add +0.6% | 11,388 | $599K |
| Rock Creek Group LLC | 0.06% | No change | 11,347 | $596K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 11,343 | $596K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.4% | 11,311 | $595K |
| Lewis Asset Management, LLC | 0.24% | Add +0.5% | 11,071 | $582K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -9.5% | 11,059 | $581K |
| Wingate Wealth Advisors, Inc. | 0.31% | Add +0.7% | 11,029 | $580K |
| WBH Advisory Inc. | 0.04% | Add +137.9% | 11,052 | $579K |
| Aegis Wealth Management, Inc. | 0.45% | Add +5.4% | 10,879 | $572K |
| Roger Wittlin Investment Advisory, LLC | 0.47% | Reduce -5.4% | 10,862 | $571K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +25.2% | 10,844 | $570K |
| Brighton Jones LLC | 0.01% | New | 10,813 | $568K |
| Acorn Wealth Advisors, LLC | 0.16% | Reduce -17.5% | 10,688 | $562K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +17.1% | 10,672 | $561K |
| Dodds Wealth, LLC | 0.14% | Add +0.0% | 10,602 | $557K |
| EJMK Ventures LLC | 0.31% | Reduce -31.6% | 10,593 | $557K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +34.6% | 10,461 | $550K |
| Rialto Wealth Management, LLC | 0.12% | Reduce -2.9% | 10,360 | $545K |
| Level Four Advisory Services, LLC | 0.02% | No change | 10,257 | $539K |
| Essex Financial Services, Inc. | 0.03% | No change | 10,152 | $534K |
| Stewardship Concepts Financial Services LLC | 0.42% | Reduce -23.3% | 10,130 | $532K |
| Cibc World Market Inc. | 0.00% | Add +0.0% | 10,073 | $529K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +8.1% | 10,050 | $528K |
| 1492 Capital Management LLC | 0.20% | Add +9.8% | 10,047 | $528K |
| Lanark Financial, Inc. | 0.04% | Add +3.6% | 9,945 | $523K |
| Forteris Wealth Management Inc. | 0.50% | Add +18.8% | 9,945 | $523K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,916 | $521K |
| Financial Life Advisors | 0.16% | Reduce -26.2% | 9,891 | $520K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +94.4% | 9,876 | $519K |
| Wealth Advisory Solutions, LLC | 0.12% | Reduce -0.6% | 9,857 | $518K |
| First United Bank & Trust | 0.17% | Add +28.7% | 9,781 | $514K |
| Ninety One UK Ltd | 0.00% | No change | 9,570 | $503K |
| Brucke Financial, Inc. | 0.25% | Add +14.2% | 9,524 | $501K |
| Laurel Oak Wealth Management, LLC | 0.08% | Reduce -9.2% | 9,520 | $500K |
| EFG International AG | 0.01% | Add +126.7% | 9,484 | $498K |
| Clarendon Private LLC | 0.38% | Add +4.8% | 9,450 | $497K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Reduce -9.8% | 9,376 | $493K |
| Advyzon Investment Management, LLC | 0.04% | Add +90.9% | 9,299 | $489K |
| MA Private Wealth | 0.08% | Reduce -7.6% | 9,243 | $486K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +0.1% | 9,240 | $486K |
| Wiregrass Investment Management LLC | 0.40% | No change | 9,200 | $484K |
| Argent Trust Co | 0.02% | New | 9,170 | $482K |
| National Bank of Canada | 0.00% | Reduce -82.7% | 9,169 | $482K |
| Asset Allocation & Management Company, LLC | 0.18% | No change | 9,139 | $480K |
| Phillips Financial Management, LLC | 0.03% | Reduce -24.9% | 9,117 | $479K |
| CGN Advisors LLC | 0.04% | Add +22.9% | 9,100 | $478K |
| American Financial Advisors, LLC | 0.06% | Reduce -8.1% | 9,090 | $478K |
| Genesis Wealth Advisors, LLC | 0.32% | Reduce -0.3% | 9,079 | $477K |
| NewEdge Wealth, LLC | 0.01% | Reduce -19.4% | 9,055 | $476K |
| Cherry Tree Wealth Management, LLC | 0.10% | Add +0.5% | 9,048 | $476K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +631.1% | 9,000 | $473K |
| BankPlus Wealth Management LLC | 0.24% | Add +35.1% | 8,903 | $468K |
| Two West Capital Advisors LLC | 0.25% | Add +10.6% | 8,874 | $466K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -18.0% | 8,807 | $463K |
| Voya Financial Advisors, Inc. | 0.05% | Add +9.5% | 8,805 | $461K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 8,692 | $457K |
| Garrison Point Advisors, LLC | 0.21% | No change | 8,600 | $452K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 8,583 | $451K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -10.1% | 8,559 | $450K |
| Successful Portfolios LLC | 0.25% | No change | 8,478 | $446K |
| Burling Wealth Partners, LLC | 0.07% | No change | 8,475 | $445K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -16.5% | 8,441 | $444K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,404 | $442K |
| WealthBridge Capital Management, LLC | 0.10% | Reduce -5.5% | 8,402 | $442K |
| Legacy Bridge, LLC | 0.17% | No change | 8,382 | $441K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 8,329 | $438K |
| CFM Wealth Partners LLC | 0.07% | No change | 8,285 | $435K |
| Headinvest, LLC | 0.09% | Add +17.8% | 8,271 | $435K |
| Financial Solutions Advisory Group, Inc. | 0.06% | — | 8,247 | $433K |
| Ancora Advisors LLC | 0.01% | Add +7.3% | 8,182 | $430K |
| Marathon Strategic Advisors, LLC | 0.31% | Reduce -5.9% | 8,144 | $428K |
| Merit Financial Group, LLC | 0.00% | Reduce -10.6% | 8,122 | $427K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -71.7% | 8,086 | $425K |
| Foundations Investment Advisors, LLC | 0.01% | Add +42.0% | 8,069 | $424K |
| Proactive Wealth Strategies LLC | 0.08% | Add +101.5% | 8,026 | $422K |
| First Community Trust NA | 0.31% | Add +4445.4% | 8,000 | $420K |
| Ceeto Capital Group, LLC | 0.13% | No change | 8,000 | $420K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +0.3% | 7,929 | $417K |
| Elyxium Wealth, LLC | 0.13% | No change | 7,914 | $416K |
| Capital Analysts, LLC | 0.01% | Reduce -3.0% | 7,906 | $415K |
| Edgestream Partners, L.P. | 0.01% | Reduce -69.4% | 7,844 | $412K |
| Pacific Financial Group Inc. | 0.22% | Reduce -7.3% | 7,729 | $406K |
| Wagner Wealth Management, Corp | 0.36% | Add +16.0% | 7,718 | $406K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,716 | $406K |
| PKS Advisory Services, LLC | 0.09% | Add +7.9% | 7,672 | $403K |
| Walleye Partners, LLC | 0.49% | Reduce -1.6% | 7,640 | $402K |
| RMR Wealth Builders | 0.03% | Reduce -1.5% | 7,515 | $395K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.3% | 7,508 | $395K |
| GTS Securities LLC | 0.01% | Reduce -67.5% | 7,504 | $394K |
| TCFG Wealth Management, LLC | 0.15% | Add +0.6% | 7,431 | $391K |
| TCFG Investment Advisors, LLC | 0.15% | — | 7,431 | $391K |
| American Trust | 0.03% | Add +1.1% | 7,331 | $385K |
| Invst, LLC | 0.04% | Reduce -2.6% | 7,317 | $385K |
| StoneX Group Inc. | 0.02% | New | 7,302 | $384K |
| Evolution Wealth Management Inc. | 0.28% | Reduce -7.5% | 7,258 | $381K |
| Boyd Watterson Asset Management LLC | 0.12% | Reduce -10.2% | 7,247 | $381K |
| Panoramic Capital Partners, LLC | 0.23% | Add +0.2% | 7,195 | $378K |
| Sanchez Gaunt Capital Management, LLC | 0.24% | — | 7,171 | $377K |
| PFG Advisors | 0.02% | Reduce -95.7% | 7,165 | $377K |
| Truefg, LLC | 0.10% | Add +0.8% | 7,073 | $372K |
| Winthrop Advisory Group LLC | 0.03% | Add +0.4% | 7,071 | $372K |
| Choate Investment Advisors | 0.01% | Add +0.6% | 7,056 | $371K |
| Oath Planning, LLC | 0.33% | Add +0.8% | 7,016 | $369K |
| Perryman Financial Advisory Inc. | 0.05% | Add +55.6% | 6,962 | $366K |
| Brookwood Investment Group LLC | 0.05% | No change | 6,945 | $365K |
| Patten Group, Inc. | 0.06% | Reduce -1.1% | 6,932 | $364K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +483.2% | 6,911 | $363K |
| Mattson Financial Services, LLC | 0.09% | Add +3.3% | 6,881 | $362K |
| Peak Retirement Planning, Inc. | 0.07% | Reduce -21.1% | 6,856 | $360K |
| Value Partners Investments Inc. | 0.03% | No change | 6,833 | $359K |
| Downshift Financial, LLC | 0.18% | No change | 6,791 | $357K |
| Hohimer Wealth Management, LLC | 0.04% | Reduce -5.1% | 6,784 | $357K |
| GEN Financial Management, INC. | 0.22% | No change | 6,751 | $355K |
| Highview Capital Management LLC | 0.13% | Reduce -0.3% | 6,727 | $354K |
| Trek Financial, LLC | 0.02% | Add +27.3% | 6,691 | $352K |
| McAdam, LLC | 0.02% | Reduce -21.5% | 6,664 | $350K |
| Two Sigma Securities, LLC | 0.04% | Reduce -82.2% | 6,654 | $350K |
| Aspiriant, LLC | 0.01% | Reduce -2.2% | 6,604 | $347K |
| RFG - Bristol Wealth Advisors, LLC | 0.09% | Reduce -5.2% | 6,581 | $346K |
| Seascape Capital Management | 0.10% | No change | 6,560 | $345K |
| Webster Bank, N. A. | 0.03% | Add +10.7% | 6,502 | $342K |
| Obermeyer Wealth Partners | 0.02% | Add +2.5% | 6,428 | $338K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 6,407 | $337K |
| Seamount Financial Group Inc. | 0.15% | Add +25.9% | 6,401 | $336K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,389 | $336K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -24.2% | 6,383 | $335K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +2.4% | 6,366 | $335K |
| Keystone Financial Group, Inc. | 0.17% | Add +0.8% | 6,331 | $333K |
| City of London Investment Management Co. Ltd. | 0.02% | Reduce -20.2% | 6,327 | $333K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -8.1% | 6,299 | $331K |
| Clear Creek Financial Management, LLC | 0.03% | Add +28.1% | 6,285 | $330K |
| Intentional Wealth Strategies, LLC | 0.30% | — | 6,228 | $327K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +4.8% | 6,223 | $327K |
| Florida Trust Wealth Management Co | 0.01% | Add +3.2% | 6,117 | $322K |
| Cheviot Value Management, LLC | 0.03% | Add +8.5% | 6,078 | $319K |
| Ascentis Independent Advisors | 0.02% | Add +48.6% | 6,064 | $319K |
| Rede Wealth, LLC | 0.11% | Add +11.0% | 6,021 | $316K |
| First Bank & Trust | 0.05% | New | 6,000 | $315K |
| Higgins & Schmidt Wealth Strategies LLC | 0.14% | New | 5,992 | $315K |
| Fortis Capital Advisors, LLC | 0.04% | Add +5.3% | 5,932 | $312K |
| Kiley Juergens Wealth Management, LLC | 0.05% | New | 5,907 | $310K |
| Destiny Capital Corp | 0.16% | Reduce -3.9% | 5,889 | $310K |
| Apollon Financial, LLC | 0.04% | New | 5,864 | $308K |
| Hoxton Planning & Management, LLC | 0.09% | No change | 5,815 | $306K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -3.4% | 5,735 | $301K |
| Verum Partners LLC | 0.06% | Reduce -30.2% | 5,733 | $301K |
| Americana Partners, LLC | 0.01% | No change | 5,729 | $301K |
| Intergy Private Wealth, LLC | 0.09% | Add +1.9% | 5,727 | $301K |
| Parkside Financial Bank & Trust | 0.02% | No change | 5,706 | $300K |
| IHT Wealth Management, LLC | 0.01% | Add +4.8% | 5,665 | $298K |
| Clearwave Capital, LLC | 0.20% | Add +0.5% | 5,586 | $294K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 5,575 | $293K |
| Orleans Capital Management Corp. | 0.20% | No change | 5,560 | $292K |
| Gateway Wealth Partners, LLC | 0.01% | New | 5,542 | $291K |
| Woodward Diversified Capital, LLC | 0.13% | Reduce -9.0% | 5,510 | $290K |
| Tandem Investment Partners LLC | 0.25% | Add +7.8% | 5,522 | $290K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 5,521 | $290K |
| Squarepoint Ops LLC | 0.00% | New | 5,512 | $290K |
| waypoint wealth counsel | 0.15% | No change | 5,485 | $288K |
| Cresset Asset Management, LLC | 0.00% | Reduce -38.9% | 5,483 | $288K |
| Evanson Asset Management, LLC | 0.02% | Add +0.8% | 5,476 | $288K |
| Central Valley Advisors, LLC | 0.08% | New | 5,465 | $287K |
| TD Capital Management LLC | 0.03% | No change | 5,450 | $286K |
| Orca Wealth Management, LLC | 0.20% | New | 5,444 | $286K |
| Bayshore Capital Advisors, LLC | 0.12% | No change | 5,361 | $282K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +14.7% | 5,354 | $281K |
| Seelaus Asset Management LLC | 0.20% | Reduce -18.7% | 5,327 | $280K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -68.7% | 5,303 | $279K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -3.1% | 5,294 | $278K |
| Panoramic Investment Advisors, LLC | 0.15% | Reduce -3.1% | 5,273 | $277K |
| Ignite Planners, LLC | 0.04% | No change | 5,251 | $276K |
| Private Trust Co. NA | 0.02% | Add +240.7% | 5,247 | $276K |
| Journey Strategic Wealth LLC | 0.01% | New | 5,240 | $275K |
| Caliber Wealth Management, LLC / KS | 0.03% | No change | 5,218 | $274K |
| Stonebridge Financial Planning Group, LLC | 0.10% | New | 5,217 | $274K |
| C2C Wealth Management, LLC | 0.23% | No change | 5,202 | $273K |
| GTS Financial, LLC | 0.22% | — | 5,209 | $273K |
| Townsend & Associates, Inc | 0.02% | Reduce -5.3% | 5,170 | $272K |
| Warwick Investment Management, Inc. | 0.04% | New | 5,166 | $272K |
| Grey Fox Wealth Advisors, LLC | 0.05% | Reduce -10.1% | 5,158 | $271K |
| Centurion Wealth Management LLC | 0.06% | No change | 5,148 | $271K |
| Grove Bank & Trust | 0.03% | No change | 5,137 | $270K |
| Plimoth Trust Co. LLC | 0.06% | No change | 5,127 | $269K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -12.3% | 5,107 | $268K |
| Disciplined Investments, LLC | 0.10% | No change | 5,086 | $267K |
| Insight Wealth Partners, LLC | 0.11% | Add +0.9% | 5,059 | $266K |
| KPP Advisory Services LLC | 0.04% | Reduce -34.5% | 5,012 | $263K |
| Black Maple Capital Management LP | 0.20% | No change | 5,000 | $263K |
| 4J Wealth Management LLC | 0.15% | Add +6.2% | 4,999 | $263K |
| St Germain D J Co. Inc. | 0.01% | No change | 4,964 | $261K |
| Heritage Investors Management Corp. | 0.01% | Add +11.5% | 4,942 | $260K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.1% | 4,938 | $260K |
| Tanager Wealth Management LLP | 0.03% | Reduce -12.8% | 4,928 | $259K |
| Richardson Capital Management LLC | 0.12% | No change | 4,902 | $258K |
| Kestra Investment Management, LLC | 0.00% | Reduce -98.6% | 4,880 | $257K |
| Accurate Wealth Management, LLC | 0.03% | Add +6.3% | 4,873 | $256K |
| Atlantic Edge Private Wealth Management, LLC | 0.06% | Reduce -19.8% | 4,865 | $256K |
| Vermillion & White Wealth Management Group, LLC | 0.15% | No change | 4,852 | $255K |
| Cascade Wealth Advisors, Inc | 0.11% | Add +1.5% | 4,841 | $254K |
| Concord Wealth Partners | 0.03% | Reduce -3.5% | 4,794 | $252K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -24.8% | 4,740 | $249K |
| Brick & Kyle, Associates | 0.08% | New | 4,702 | $247K |
| D. E. Shaw & Co. | 0.00% | No change | 4,700 | $247K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -15.7% | 4,691 | $247K |
| Cerro Pacific Wealth Advisors LLC | 0.06% | No change | 4,688 | $246K |
| Glass Jacobson Investment Advisors llc | 0.08% | Reduce -11.5% | 4,602 | $242K |
| FourThought Financial Partners, LLC | 0.02% | No change | 4,531 | $238K |
| Middleton & Co. Inc. | 0.03% | No change | 4,511 | $237K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.3% | 4,470 | $235K |
| Hexagon Capital Partners LLC | 0.03% | New | 4,469 | $235K |
| West Michigan Advisors, LLC | 0.05% | Reduce -22.7% | 4,408 | $232K |
| eCIO, Inc. | 0.10% | Add +2.4% | 4,394 | $231K |
| Valmark Advisers, Inc. | 0.00% | Reduce -6.5% | 4,391 | $231K |
| Compton Financial Group, LLC | 0.05% | Reduce -17.1% | 4,387 | $231K |
| Sovran Advisors, LLC | 0.02% | Reduce -18.8% | 4,366 | $230K |
| Navigoe, LLC | 0.13% | Add +4.7% | 4,254 | $223K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.6% | 4,241 | $223K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 4,200 | $221K |
| Front Row Advisors LLC | 0.07% | Add +0.0% | 4,191 | $220K |
| Portland Financial Advisors Inc | 0.46% | No change | 4,190 | $220K |
| Allworth Financial LP | 0.00% | Add +26.4% | 4,182 | $220K |
| SimpliFi, Inc. | 0.09% | Add +0.8% | 4,152 | $218K |
| Buffalo Business & Estate Services Ltd. | 0.03% | Reduce -0.4% | 4,147 | $218K |
| GAMCO Investors | 0.00% | Reduce -6.8% | 4,115 | $216K |
| Legacy Capital Group California, Inc. | 0.08% | New | 4,092 | $215K |
| M&T Bank Corp | 0.00% | New | 4,068 | $214K |
| Csenge Advisory Group | 0.01% | New | 4,034 | $212K |
| Avise Financial Cooperative, Inc. | 0.18% | Add +0.7% | 4,028 | $212K |
| PCG Wealth Advisors, LLC | 0.05% | No change | 4,000 | $210K |
| Ipswich Investment Management Co., Inc. | 0.05% | No change | 4,000 | $210K |
| AA Financial Advisors, LLC | 0.03% | Reduce -2.0% | 3,992 | $210K |
| Simon Quick Advisors, LLC | 0.01% | New | 3,991 | $210K |
| AQR Capital Management | 0.00% | New | 3,967 | $209K |
| First Horizon Corp. | 0.01% | Add +19.6% | 3,963 | $208K |
| Martin Capital Advisors, LLP | 0.13% | No change | 3,960 | $208K |
| Red Door Wealth Management, LLC | 0.02% | No change | 3,953 | $208K |
| Fisher Asset Management | 0.00% | Reduce -4.2% | 3,944 | $207K |
| 55 North Private Wealth, LLC | 0.05% | Reduce -32.9% | 3,943 | $207K |
| MBL Wealth, LLC | 0.02% | Reduce -4.8% | 3,930 | $207K |
| New World Advisors LLC | 0.04% | Reduce -82.0% | 3,902 | $205K |
| Centaurus Financial, Inc. | 0.01% | Reduce -16.9% | 3,877 | $204K |
| Gryphon Financial Partners LLC | 0.02% | No change | 3,837 | $202K |
| Sunflower Bank, N.A. | 0.05% | No change | 3,830 | $201K |
| Valpey Financial Services, LLC | 0.13% | Add +0.7% | 3,816 | $201K |
| Clarion Wealth Managment Partners, LLC | 0.18% | Add +0.0% | 3,813 | $200K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 3,750 | $197K |
| Financial Perspectives, Inc | 0.05% | Add +0.7% | 3,516 | $185K |
| Highline Wealth Partners LLC | 0.05% | Add +243.9% | 3,463 | $182K |
| Colonial Trust Advisors | 0.01% | Add +41.6% | 3,404 | $179K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.6% | 3,376 | $177K |
| Archer Investment Corp | 0.04% | No change | 3,351 | $176K |
| CVA Family Office, LLC | 0.02% | Add +1.6% | 3,259 | $171K |
| Bogart Wealth, LLC | 0.01% | Add +161.4% | 3,239 | $170K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +18.1% | 3,137 | $165K |
| Forum Finance Group S.A. | 0.09% | — | 3,912 | $164K |
| Signature Equity Partners, LLC | 0.08% | Reduce -40.6% | 2,949 | $155K |
| Crews Bank & Trust | 0.02% | No change | 2,915 | $153K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,862 | $150K |
| Mather Group, Llc. | 0.00% | New | 2,704 | $142K |
| AlphaCentric Advisors LLC | 0.13% | Add +13.4% | 2,513 | $132K |
| Ameriflex Group, Inc. | 0.06% | Reduce -42.5% | 2,347 | $123K |
| Rossby Financial, LCC | 0.03% | Add +60.9% | 2,301 | $121K |
| EPG Wealth Management LLC | 0.03% | Add +0.0% | 2,241 | $118K |
| Colonial Trust Co / SC | 0.02% | Reduce -1.1% | 2,172 | $114K |
| SBI Securities Co., Ltd. | 0.00% | Add +134.8% | 2,160 | $114K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -94.1% | 2,093 | $110K |
| South Plains Financial, Inc. | 0.06% | No change | 2,080 | $109K |
| Armor Investment Advisors, LLC | 0.04% | No change | 2,020 | $106K |
| CENTRAL TRUST Co | 0.00% | Reduce -23.3% | 2,010 | $106K |
| Main Street Group, LTD | 0.03% | New | 2,000 | $105K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,974 | $104K |
| Acropolis Investment Management, LLC | 0.00% | New | 1,965 | $103K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,952 | $103K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,800 | $95K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -12.7% | 1,788 | $94K |
| High Note Wealth, LLC | 0.02% | No change | 1,706 | $90K |
| NFSG Corp | 0.01% | No change | 1,700 | $89K |
| Chapman Financial Group, LLC | 0.06% | New | 1,618 | $85K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 1,534 | $81K |
| Godfrey Financial Associates, Inc. | 0.07% | Add +133.2% | 1,504 | $79K |
| Tompkins Financial Corp. | 0.01% | No change | 1,473 | $77K |
| Community Financial Services Group, LLC | 0.01% | New | 1,400 | $73K |
| Park Place Capital Corp | 0.01% | Reduce -72.3% | 1,280 | $67K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,271 | $67K |
| Cornerstone Planning Group LLC | 0.01% | Add +243.5% | 1,271 | $67K |
| Security National Bank | 0.01% | No change | 1,245 | $65K |
| BankChampaign, National Association | 0.06% | Reduce -46.4% | 1,234 | $65K |
| Hyposwiss Advisors SA | 0.06% | Reduce -13.1% | 1,198 | $63K |
| Merkkuri Wealth Advisors LLC | 0.04% | New | 1,174 | $62K |
| Bard Associates Inc. | 0.02% | Reduce -1.1% | 1,174 | $62K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.8% | 1,169 | $61K |
| Valley Wealth Managers, Inc. | 0.00% | Add +3.6% | 1,145 | $60K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 1,130 | $59K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,111 | $58K |
| Abound Wealth Management | 0.01% | Add +0.7% | 1,092 | $57K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -35.7% | 1,089 | $57K |
| Founders Capital Management | 0.03% | No change | 1,040 | $55K |
| Destiny Wealth Partners, LLC | 0.01% | New | 1,039 | $55K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 1,016 | $53K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 997 | $52K |
| Key Financial Inc | 0.01% | Add +1.4% | 993 | $52K |
| Rice Partnership, LLC | 0.01% | No change | 979 | $51K |
| Purpose Unlimited Inc. | 0.00% | New | 975 | $51K |
| Kelleher Financial Advisors | 0.01% | No change | 960 | $50K |
| Advisortrust Partners, LLC | 0.02% | New | 959 | $50K |
| International Assets Investment Management, LLC | 0.00% | Reduce -58.7% | 956 | $50K |
| Tidemark, LLC | 0.01% | No change | 948 | $50K |
| Sunrise Financial Services, LLC | 0.03% | Add +3965.2% | 935 | $49K |
| PlanVest Financial, Inc | 0.04% | — | 923 | $49K |
| SHP Wealth Management | 0.00% | Reduce -52.9% | 900 | $47K |
| First PREMIER Bank | 0.01% | No change | 903 | $47K |
| Pittenger & Anderson Inc. | 0.00% | No change | 888 | $47K |
| Independence Bank of Kentucky | 0.01% | No change | 864 | $45K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 860 | $45K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.8% | 851 | $45K |
| Birchwood Financial Partners, Inc. | 0.04% | No change | 850 | $45K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 821 | $43K |
| Kennebec Savings Bank | 0.04% | No change | 809 | $43K |
| Barrett & Company, Inc. | 0.01% | No change | 800 | $42K |
| FAS Wealth Partners, Inc. | 0.00% | New | 800 | $42K |
| Bank of New Hampshire | 0.01% | Add +9.1% | 753 | $40K |
| Copia Wealth Management | 0.03% | Reduce -0.4% | 740 | $39K |
| Westfuller Advisors, LLC | 0.02% | Reduce -52.6% | 734 | $39K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 729 | $38K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 682 | $36K |
| Aventura Private Wealth, LLC | 0.01% | No change | 649 | $34K |
| McIlrath & Eck, LLC | 0.00% | No change | 604 | $32K |
| Financial Freedom, LLC | 0.02% | Add +73.3% | 596 | $31K |
| Root Financial Partners, LLC | 0.00% | Reduce -0.5% | 580 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +206.7% | 546 | $29K |
| PFS Partners, LLC | 0.01% | No change | 513 | $27K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 500 | $26K |
| City Holding Co. | 0.00% | Reduce -12.5% | 490 | $26K |
| Granite Investment Partners, LLC | 0.00% | No change | 476 | $25K |
| Triumph Capital Management | 0.01% | Add +39.0% | 470 | $25K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 461 | $24K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 450 | $24K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 440 | $23K |
| Sound Income Strategies, LLC | 0.00% | Add +3.0% | 380 | $20K |
| Scarborough Advisors, LLC | 0.00% | New | 375 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 371 | $20K |
| Trust Co. of Toledo NA | 0.00% | No change | 350 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -58.8% | 350 | $18K |
| Proathlete Wealth Management LLC | 0.01% | No change | 344 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +158.5% | 336 | $18K |
| CKW Financial Group | 0.00% | No change | 333 | $17K |
| Axiom Investment Management LLC | 0.01% | — | 320 | $17K |
| JCIC Asset Management Inc. | 0.01% | No change | 320 | $17K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 300 | $16K |
| Piscataqua Savings Bank | 0.01% | No change | 283 | $15K |
| Decker Retirement Planning Inc. | 0.01% | No change | 283 | $15K |
| Costello Asset Management, INC | 0.01% | No change | 282 | $15K |
| FWL Investment Management, LLC | 0.00% | Add +13.0% | 260 | $14K |
| Nvest Wealth Strategies, Inc. | 0.01% | New | 255 | $13K |
| Richardson Financial Services Inc. | 0.01% | Reduce -1.6% | 249 | $13K |
| Dogwood Wealth Management LLC | 0.01% | Add +290.3% | 242 | $13K |
| Silicon Valley Capital Partners | 0.00% | Add +0.8% | 236 | $12K |
| Southern Michigan Bank & Trust | 0.00% | — | 200 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 197 | $10K |
| Tsfg, LLC | 0.00% | No change | 198 | $10K |
| Sofi Wealth, LLC | 0.00% | Reduce -99.5% | 184 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 178 | $9K |
| Vanguard Advisers Inc. | 0.00% | — | 172 | $9K |
| Register Financial Advisors LLC | 0.00% | Add +0.6% | 159 | $8K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 157 | $8K |
| Alerus Financial NA | 0.00% | No change | 156 | $8K |
| Harbor Asset Planning, Inc. | 0.01% | Add +0.7% | 156 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 145 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 140 | $7K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 137 | $7K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 118 | $6K |
| Vision Retirement, LLC | 0.00% | No change | 100 | $5K |
| Syntax Research, Inc. | 0.00% | No change | 99 | $5K |
| GAMMA Investing LLC | 0.00% | Add +512.5% | 98 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 80 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 74 | $4K |
| CNB Bank | 0.00% | No change | 69 | $4K |
| American National Bank & Trust | 0.00% | New | 65 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -3.2% | 61 | $3K |
| Olistico Wealth, LLC | 0.00% | No change | 57 | $3K |
| GGM Financial LLC | 0.00% | New | 56 | $3K |
| Lummis Asset Management, LP | 0.00% | No change | 55 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -77.1% | 55 | $3K |
| LRI Investments, LLC | 0.00% | No change | 49 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 42 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 41 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 35 | $2K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | No change | 38 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 37 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 24 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 22 | $1K |
| Avion Wealth | 0.00% | No change | 22 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 26 | $1K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 7 | $368 |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -99.9% | 3 | $158 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $105 |
| Barclays PLC | 0.00% | No change | 1 | $53 |
"% of holder's portfolio" is IGSB's weight in each manager's 13F, not the share of iShares 1-5Y Inv Grade Corp. the manager owns.