iShares 1-5Y Inv GradeIGSBETF
13F holders, Q2 2026 (June 30)1,010holders −7
73new positions
77sold out
5famous investors
$52.42avg. 13F price*
At the end of Q2 2026, 1,010 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, down 7 from Q1 2026. 73 opened new positions and 77 sold out. The largest holders were Northern Trust Corp. ($1.4B), Matson Money. Inc. ($813.1M) and EP Wealth Advisors, LLC ($718.6M). 5 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $96.9M |
| Exits | 77 | $163.9M |
All 13F filers, Q1 2026 → Q2 2026: 22,109,495 shares bought and 15,552,020 shares sold, net +6,557,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,010 holders
| Northern Trust Corp. | 0.16% | Add +6.1% | 26,252,076 | $1.4B |
| Matson Money. Inc. | 22.65% | Add +4.1% | 15,505,032 | $813.1M |
| EP Wealth Advisors, LLC | 2.75% | Add +17.0% | 13,710,330 | $718.6M |
| BlackRock, Inc. | 0.01% | Reduce -1.1% | 12,595,321 | $660.1M |
| Ameriprise Financial Inc. | 0.11% | Reduce -4.1% | 10,015,306 | $524.2M |
| Allstate Corp. | 4.79% | Add +84.6% | 9,160,330 | $480.1M |
| Morgan Stanley | 0.02% | Reduce -1.4% | 8,818,356 | $462.2M |
| Bank of America Corp. | 0.03% | Reduce -8.1% | 8,281,325 | $434.0M |
| Barings LLC | 6.67% | No change | 6,840,027 | $358.5M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -2.4% | 6,834,814 | $358.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +4.6% | 6,412,760 | $336.1M |
| Captrust Financial Advisors | 0.49% | Add +10.9% | 6,086,054 | $319.0M |
| UBS Group AG | 0.05% | Add +0.1% | 5,508,239 | $288.7M |
| Wells Fargo & Company | 0.05% | Add +17.5% | 5,506,117 | $288.6M |
| Raymond James Financial Inc. | 0.06% | Add +4.3% | 4,392,728 | $230.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.8% | 3,980,191 | $208.6M |
| PNC Financial Services Group, Inc. | 0.10% | Add +3.2% | 3,934,430 | $206.2M |
| Focus Partners Wealth | 0.20% | Add +20.2% | 3,665,930 | $192.1M |
| LPL Financial LLC | 0.04% | Add +17.4% | 3,525,156 | $184.8M |
| Pure Financial Advisors, LLC | 2.23% | Reduce -45.6% | 3,313,324 | $173.7M |
| Stifel Financial Corp. | 0.14% | Reduce -20.7% | 3,279,401 | $171.9M |
| Members Trust Co | 5.22% | Reduce -1.3% | 3,201,864 | $167.8M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -7.0% | 2,768,665 | $145.1M |
| Flputnam Investment Management Co. | 1.57% | Add +4.1% | 2,508,677 | $131.5M |
| Truist Financial Corp. | 0.15% | Add +1.9% | 2,462,123 | $129.0M |
| Composition Wealth, LLC | 1.48% | Add +15.4% | 2,399,367 | $125.8M |
| Prudential Financial Inc. | 0.13% | Reduce -5.2% | 2,330,032 | $122.1M |
| FMR LLC | 0.01% | Reduce -4.4% | 2,245,918 | $117.7M |
| Keybank National Association | 0.37% | Add +10.9% | 2,167,426 | $113.6M |
| Royal Bank of Canada | 0.02% | Reduce -0.7% | 2,116,211 | $110.9M |
| Point72 Asset Management | 0.17% | No change | 2,028,500 | $106.3M |
| MML Investors Services, LLC | 0.21% | Add +21.8% | 1,944,485 | $101.9M |
| HighTower Advisors, LLC | 0.10% | Add +4.0% | 1,902,181 | $99.7M |
| Parkside Investments, LLC | 10.90% | Add +6.4% | 1,876,303 | $98.3M |
| Williams Jones Wealth Management, LLC. | 1.10% | Add +6.0% | 1,855,860 | $97.3M |
| MAI Capital Management | 0.37% | Add +6.6% | 1,835,731 | $96.2M |
| Busey Bank | 2.33% | Add +0.6% | 1,831,639 | $96.0M |
| RiverFront Investment Group, LLC | 1.18% | Add +9.6% | 1,704,771 | $89.3M |
| Assetmark, Inc. | 0.15% | Add +0.3% | 1,695,928 | $88.9M |
| Haverford Trust Co | 0.75% | Reduce -14.4% | 1,656,261 | $86.8M |
| Destination Wealth Management | 1.95% | Add +3.0% | 1,594,200 | $83.6M |
| One Capital Management, LLC | 2.30% | No change | 1,571,911 | $82.6M |
| O'shaughnessy Asset Management, LLC | 0.37% | Add +4.0% | 1,518,855 | $79.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 1,476,104 | $77.5M |
| US Bancorp \de | 0.08% | Add +7.4% | 1,389,346 | $72.8M |
| Maryland Capital Advisors Inc. | 23.06% | — | 1,373,167 | $72.0M |
| Mariner, LLC | 0.07% | Reduce -0.6% | 1,334,985 | $70.0M |
| Cetera Investment Advisers | 0.06% | Reduce -4.7% | 1,302,960 | $68.3M |
| Dakota Wealth Management | 1.11% | Add +11.5% | 1,104,802 | $57.9M |
| TD Private Client Wealth LLC | 1.02% | Add +7.0% | 1,056,853 | $55.4M |
| Greenwood Gearhart LLC | 2.56% | Add +6.6% | 1,050,207 | $55.0M |
| Sumitomo Mitsui Financial Group, Inc. | 1.04% | Reduce -0.0% | 1,039,573 | $54.5M |
| Osaic Holdings, Inc. | 0.06% | Add +47.9% | 1,019,362 | $53.4M |
| Raffa Wealth Management, LLC | 6.52% | Add +21.5% | 987,415 | $51.8M |
| Pathstone Holdings, LLC | 0.14% | Add +16.7% | 923,586 | $48.4M |
| Bangor Savings Bank | 3.50% | Add +4.3% | 908,714 | $47.6M |
| Janney Montgomery Scott LLC | 0.09% | Add +9.2% | 902,951 | $47.3M |
| Cerity Partners LLC | 0.06% | Reduce -5.7% | 897,036 | $47.0M |
| Zurich Insurance Group Ltd | 0.33% | No change | 894,272 | $46.9M |
| Bank of Montreal | 0.02% | Reduce -19.6% | 890,251 | $46.7M |
| CVS HEALTH Corp | 20.72% | Add +202.3% | 890,000 | $46.6M |
| Cutler Investment Counsel LLC | 4.35% | Add +3.4% | 881,726 | $46.2M |
| Ritholtz Wealth Management | 0.67% | Add +4.6% | 858,952 | $45.0M |
| Fiduciary Trust Co | 0.48% | Reduce -0.7% | 840,330 | $44.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +15.1% | 840,189 | $43.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -17.4% | 815,000 | $42.7M |
| PDS Planning, Inc | 2.43% | Add +4.3% | 801,548 | $42.0M |
| Nelson Capital Management, LLC | 4.46% | Add +7.1% | 776,458 | $40.7M |
| Monograph Wealth Advisors, LLC | 3.28% | Add +19.7% | 761,949 | $39.9M |
| Stockman Wealth Management, Inc. | 4.06% | Add +1.9% | 749,535 | $39.3M |
| Clearwater Capital Advisors, LLC | 2.84% | Add +0.8% | 740,410 | $38.8M |
| IFP Advisors, Inc | 0.69% | Add +70.3% | 727,413 | $38.1M |
| Parallel Advisors, LLC | 0.55% | Add +4.7% | 686,092 | $36.0M |
| Schaeffer Financial LLC | 27.33% | Add +3.8% | 674,253 | $35.3M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -30.6% | 670,567 | $35.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.7% | 664,743 | $34.8M |
| Leavell Investment Management, Inc. | 1.27% | Add +10.1% | 663,554 | $34.8M |
| Wharton Business Group, LLC | 1.16% | Add +151.5% | 662,380 | $34.7M |
| NewSquare Capital LLC | 2.37% | Add +5.0% | 609,297 | $31.9M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Reduce -2.4% | 605,628 | $31.7M |
| Chicago Partners Investment Group LLC | 0.62% | Add +4.7% | 596,458 | $31.0M |
| NorthCoast Asset Management LLC | 0.68% | Add +1.0% | 588,685 | $30.9M |
| Arkansas Financial Group, Inc. | 3.97% | Reduce -1.4% | 581,391 | $30.5M |
| Lazard Asset Management LLC | 0.05% | Add +27.8% | 571,644 | $30.0M |
| Prime Capital Investment Advisors, LLC | 0.29% | Reduce -0.3% | 567,579 | $29.7M |
| First American Trust, FSB | 1.77% | Add +28.5% | 561,393 | $29.4M |
| Stephens Inc. | 0.32% | Reduce -3.4% | 546,640 | $28.6M |
| Baird Financial Group, Inc. | 0.04% | Add +9.4% | 530,389 | $27.8M |
| Klaas Financial Asset Advisors, LLC | 3.45% | Reduce -2.0% | 527,909 | $27.7M |
| Mercer Global Advisors Inc. | 0.03% | Add +125.0% | 513,282 | $26.9M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +1.4% | 507,466 | $26.6M |
| Members Capital Advisors Inc. | 22.51% | — | 500,000 | $26.2M |
| DT Investment Partners, LLC | 1.94% | Add +3.8% | 495,278 | $26.0M |
| Wellington Grp LLC | 6.74% | Add +3.3% | 485,916 | $25.5M |
| Fiduciary Group, LLC | 1.97% | Add +1.4% | 480,270 | $25.2M |
| Bartlett & Co. Wealth Management LLC | 0.31% | Reduce -2.0% | 479,786 | $25.1M |
| Lutz Financial Services LLC | 1.53% | Add +0.7% | 478,615 | $25.1M |
| Blue Fin Capital, Inc. | 3.56% | Add +6.6% | 469,389 | $24.6M |
| Arch Capital Group LTD. | 8.45% | No change | 469,378 | $24.6M |
| Courage Miller Partners, LLC | 6.44% | Add +4.1% | 465,818 | $24.4M |
| Alesco Advisors, LLC, An ESL Co | 0.56% | Add +37.0% | 465,393 | $24.4M |
| Integrated Wealth Concepts LLC | 0.16% | Add +215.3% | 460,712 | $24.1M |
| Bar Harbor Wealth Management | 1.25% | Add +4.0% | 444,432 | $23.3M |
| Ameliora Wealth Management Ltd. | 6.80% | Reduce -0.6% | 437,075 | $22.9M |
| Jacobson & Schmitt Advisors, LLC | 3.63% | Add +2.4% | 424,384 | $22.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.0% | 421,146 | $22.1M |
| Northstar Advisory Group, LLC | 6.70% | Add +8.6% | 411,298 | $21.6M |
| Strategic Investment Advisors / MI | 1.30% | Reduce -5.3% | 410,458 | $21.5M |
| Presilium Private Wealth, LLC | 3.20% | Add +9.4% | 398,214 | $20.9M |
| First Citizens Bank & Trust Co. | 0.30% | Reduce -1.7% | 385,331 | $20.2M |
| Elevate Capital Advisors, LLC | 11.16% | Add +11.2% | 384,797 | $20.2M |
| JBGlobal.com LLC | 17.58% | Add +0.1% | 383,615 | $20.1M |
| Alley Investment Management Company, LLC | 2.28% | Add +1.3% | 372,097 | $19.5M |
| Black Diamond Financial, LLC | 1.70% | Add +9.1% | 368,663 | $19.3M |
| Amtrust Financial Services, Inc. | 5.73% | No change | 367,800 | $19.3M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +6.5% | 367,164 | $19.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +12.5% | 366,075 | $19.2M |
| Creative Planning | 0.01% | Reduce -6.7% | 364,445 | $19.1M |
| Discipline Wealth Solutions, LLC | 1.66% | Add +6.2% | 363,629 | $19.1M |
| Atwood & Palmer Inc. | 1.01% | Add +1.6% | 362,875 | $19.0M |
| Arax Advisory Partners | 0.13% | Add +19.1% | 360,543 | $18.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.06% | Add +2.4% | 355,169 | $18.6M |
| Guggenheim Capital LLC | 0.12% | Add +1.4% | 350,102 | $18.3M |
| Anchor Capital Advisors LLC | 0.49% | Add +0.6% | 330,632 | $17.3M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -36.5% | 327,173 | $17.1M |
| DAVENPORT & Co LLC | 0.09% | Add +59.1% | 325,351 | $17.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +39.6% | 324,772 | $17.0M |
| Cary Street Partners Financial LLC | 0.37% | Add +10.8% | 323,646 | $17.0M |
| Johns Hopkins University | 1.13% | No change | 321,905 | $16.9M |
| Prosperity Planning, Inc. | 5.33% | Add +8.2% | 317,095 | $16.6M |
| Gemmer Asset Management LLC | 1.12% | Add +0.3% | 316,610 | $16.6M |
| AE Wealth Management LLC | 0.08% | Reduce -30.2% | 316,308 | $16.6M |
| Kwmg, LLC | 1.19% | Add +6.7% | 313,609 | $16.4M |
| Gsa Capital Partners LLP | 1.03% | Reduce -16.8% | 313,035 | $16.4M |
| Stephens Group Asset Management, LLC | 0.92% | Add +4.8% | 309,171 | $16.2M |
| Legal & General Group Plc | 0.00% | New | 305,437 | $16.0M |
| Caldwell Trust Co | 1.27% | Add +5.7% | 300,671 | $15.8M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 300,000 | $15.7M |
| North Dakota State Investment Board | 0.63% | Reduce -11.3% | 297,278 | $15.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +4.1% | 290,200 | $15.2M |
| Equitable Trust Co. | 0.63% | Add +40.2% | 288,614 | $15.1M |
| ABLE Financial Group, LLC | 2.53% | Add +7.3% | 287,972 | $15.1M |
| Secure Asset Management, LLC | 2.09% | Add +6.7% | 283,647 | $14.9M |
| Summit Financial, LLC | 0.16% | Add +2.1% | 283,389 | $14.9M |
| Renaissance Technologies | 0.02% | Reduce -48.2% | 281,971 | $14.8M |
| Rothschild Investment LLC | 0.55% | Add +20.6% | 280,681 | $14.7M |
| Bernardo Wealth Planning LLC | 2.50% | Add +5.3% | 279,481 | $14.6M |
| Hall Capital Management Co. Inc. | 4.52% | Add +2.8% | 276,838 | $14.5M |
| Fortis Capital Management LLC | 1.62% | Add +7.0% | 275,229 | $14.4M |
| Choreo, LLC | 0.16% | Reduce -0.2% | 273,721 | $14.3M |
| Summit Wealth Partners, LLC | 1.98% | Reduce -12.2% | 265,804 | $13.9M |
| Smithfield Trust Co | 0.54% | Add +0.5% | 258,275 | $13.5M |
| TCTC Holdings, LLC | 0.35% | Reduce -0.5% | 257,417 | $13.5M |
| MTC Wealth Management LLC | 5.98% | Reduce -0.5% | 254,281 | $13.3M |
| Galilei Investment Office LLP | 6.10% | Add +18.0% | 253,721 | $13.3M |
| Affinity Wealth LLC | 7.12% | Add +2.8% | 252,844 | $13.3M |
| Paulson Wealth Management Inc. | 2.80% | New | 252,024 | $13.2M |
| Kiker Wealth Management, LLC | 5.13% | Add +21.7% | 250,646 | $13.1M |
| Disciplina Capital Management LLC | 1.35% | Reduce -7.1% | 248,592 | $13.0M |
| Regions Financial Corp. | 0.08% | Add +19.8% | 248,395 | $13.0M |
| Smith Salley Wealth Management | 0.56% | Reduce -1.9% | 245,485 | $12.9M |
| Sigma Planning Corp | 0.32% | Add +2.2% | 244,321 | $12.8M |
| NBT Bank, N.A. | 0.84% | Reduce -1.3% | 241,578 | $12.7M |
| Schroder Investment Management Group | 0.01% | Add +65.8% | 240,709 | $12.6M |
| Vertex Investment Solutions Co., Ltd. | 8.51% | Add +4.7% | 240,700 | $12.6M |
| Franklin Resources Inc. | 0.00% | Add +6.3% | 240,195 | $12.6M |
| CIBC Bancorp USA Inc. | 0.02% | Reduce -3.2% | 239,299 | $12.6M |
| Goelzer Investment Management, Inc. | 0.54% | Reduce -6.0% | 238,502 | $12.5M |
| Scotia Capital Inc. | 0.05% | Add +6.4% | 237,894 | $12.5M |
| D L Carlson Investment Group Inc. | 1.96% | Add +1.1% | 235,028 | $12.3M |
| Ticino Wealth | 3.86% | Add +24.5% | 233,447 | $12.2M |
| Pinnacle Financial Partners, Inc. | 0.08% | Add +11.6% | 230,809 | $12.1M |
| NewEdge Advisors, LLC | 0.04% | Add +16.1% | 228,227 | $12.0M |
| Hilton Capital Management, LLC | 0.81% | Add +6.3% | 227,201 | $11.9M |
| Ballentine Capital Advisors, Inc | 4.49% | Add +11.0% | 227,117 | $11.9M |
| Avior Wealth Management, LLC | 0.30% | Add +1.4% | 217,255 | $11.4M |
| Wealth Forward, LLC | 5.45% | Add +1.1% | 208,621 | $10.9M |
| Global Retirement Partners, LLC | 0.16% | — | 203,927 | $10.7M |
| James Investment Research, Inc. | 1.06% | Add +0.3% | 199,000 | $10.4M |
| Fifth Third Bancorp | 0.02% | Reduce -13.8% | 195,950 | $10.3M |
| Wealthstar Advisors, LLC | 5.07% | Add +2.0% | 194,548 | $10.2M |
| Kroeger Financial Partners | 9.79% | — | 193,295 | $10.1M |
| Powers Advisory Group, LLC | 3.12% | Add +0.4% | 190,125 | $10.0M |
| Trustmark Bank Trust Department | 0.59% | Add +5.8% | 189,106 | $9.9M |
| Delta Asset Management LLC | 0.85% | Add +2.5% | 188,580 | $9.9M |
| Patriot Investment Management Group, Inc. | 0.57% | Add +0.3% | 187,190 | $9.8M |
| Sandy Cove Advisors, LLC | 2.45% | Reduce -13.1% | 187,185 | $9.8M |
| Heck Capital Advisors, LLC | 0.58% | Add +11.8% | 186,679 | $9.8M |
| Jones Financial Companies LLLP | 0.00% | Add +21.6% | 182,382 | $9.6M |
| Waverly Advisors, LLC | 0.06% | Reduce -0.3% | 182,189 | $9.5M |
| BlueSky Wealth Advisors, LLC | 1.10% | Add +0.1% | 181,196 | $9.5M |
| Kelsey Financial, LLC | 7.16% | Add +3.0% | 180,138 | $9.4M |
| Artesa Financial Group, LLC | 8.03% | Add +2.8% | 179,447 | $9.4M |
| Burns J W & Co. Inc. | 0.98% | Add +6.5% | 178,750 | $9.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +22.9% | 166,169 | $8.7M |
| Procyon Advisors, LLC | 0.37% | Reduce -1.1% | 164,980 | $8.6M |
| JPL Wealth Management, LLC | 1.69% | Reduce -4.8% | 162,617 | $8.5M |
| Dimension Capital Management LLC | 0.99% | No change | 161,544 | $8.5M |
| Compound Planning, Inc. | 0.22% | Reduce -2.2% | 160,754 | $8.4M |
| SeaBridge Investment Advisors LLC | 1.21% | Add +12.9% | 159,641 | $8.4M |
| Aspen Investment Management Inc | 2.24% | Add +4.5% | 158,883 | $8.3M |
| Crestwood Advisors Group, LLC | 0.12% | Add +0.1% | 158,147 | $8.3M |
| Croban | 3.60% | Add +28.9% | 155,936 | $8.2M |
| Larson Financial Group LLC | 0.21% | Reduce -7.5% | 155,301 | $8.1M |
| BCS Private Wealth Management, Inc. | 2.43% | Add +5.4% | 153,852 | $8.1M |
| Semitam Bonam LLC | 5.92% | Add +3.5% | 153,771 | $8.1M |
| Dynamic Advisor Solutions LLC | 0.23% | Reduce -0.6% | 152,140 | $8.0M |
| Clear Retirement Advice LLC | 5.45% | Add +14.2% | 151,850 | $8.0M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -4.5% | 151,346 | $7.9M |
| Woodmont Investment Counsel LLC | 0.43% | Reduce -0.8% | 150,113 | $7.9M |
| Mendota Financial Group, LLC | 4.75% | Add +4.3% | 146,166 | $7.7M |
| Aptus Capital Advisors, LLC | 0.06% | Add +12.0% | 145,413 | $7.6M |
| Proffitt & Goodson Inc. | 1.04% | Reduce -4.1% | 144,029 | $7.5M |
| Retirement Planning Group, LLC | 0.19% | New | 142,025 | $7.4M |
| 1832 Asset Management L.P. | 0.01% | Reduce -14.3% | 141,518 | $7.4M |
| Capitolis Liquid Global Markets LLC | 0.03% | Reduce -19.6% | 137,200 | $7.2M |
| Mittelman Wealth Management | 4.75% | Reduce -75.6% | 30,463 | $7.2M |
| Investment Partners, LTD. | 2.22% | Add +13.4% | 135,771 | $7.1M |
| Axxcess Wealth Management, LLC | 0.11% | Add +3.1% | 135,742 | $7.1M |
| Capital Investment Counsel, LLC | 0.87% | Reduce -0.5% | 134,449 | $7.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.81% | Add +5.2% | 131,490 | $6.9M |
| TD Asset Management Inc | 0.01% | Reduce -18.8% | 127,588 | $6.7M |
| United Bank | 0.78% | Add +7.4% | 127,313 | $6.7M |
| HSBC Holdings PLC | 0.00% | Reduce -0.5% | 126,771 | $6.6M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -3.4% | 125,837 | $6.6M |
| Mutual Advisors, LLC | 0.12% | Reduce -32.2% | 125,786 | $6.6M |
| Eubel Brady & Suttman Asset Management Inc. | 0.82% | Reduce -0.4% | 123,703 | $6.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +12.8% | 123,000 | $6.4M |
| Shore Point Advisors, LLC | 2.19% | Add +9.1% | 134,168 | $6.4M |
| Fairview Capital Investment Management, LLC | 0.34% | Add +0.5% | 121,161 | $6.4M |
| Capital Investment Services of America, Inc. | 0.62% | Reduce -2.3% | 119,822 | $6.3M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -76.6% | 118,885 | $6.2M |
| Amara Financial, Llc. | 3.70% | Add +1.1% | 117,911 | $6.2M |
| Hancock Whitney Corp. | 0.10% | Reduce -7.5% | 114,318 | $6.0M |
| Sanctuary Advisors, LLC | 0.03% | Add +12.3% | 113,828 | $6.0M |
| L. Roy Papp & Associates, LLP | 0.62% | Add +11.6% | 111,774 | $5.9M |
| KMG Fiduciary Partners, LLC | 0.54% | Add +3.0% | 111,556 | $5.8M |
| Union Bancaire Privee, UBP SA | 0.06% | No change | 112,148 | $5.8M |
| Tableaux LLC | 2.44% | Add +2.6% | 110,404 | $5.8M |
| Pinkerton Wealth, LLC | 0.49% | Add +1.1% | 108,988 | $5.7M |
| Nalls Sherbakoff Group, LLC | 4.05% | Reduce -2.8% | 108,761 | $5.7M |
| True Freedom Investing, LLC | 0.44% | Reduce -0.9% | 107,643 | $5.7M |
| Outlook Wealth Advisors, LLC | 1.21% | Add +1.0% | 107,144 | $5.6M |
| Davis R M Inc. | 0.09% | Reduce -4.2% | 106,981 | $5.6M |
| Agate Pass Investment Management, LLC | 2.05% | Add +38.4% | 106,227 | $5.6M |
| Providence Capital Advisors, LLC | 0.84% | Add +0.1% | 106,219 | $5.6M |
| Main Management LLC | 0.37% | Reduce -0.1% | 106,145 | $5.6M |
| Grey Ledge Advisors, LLC | 1.11% | Add +3.8% | 105,245 | $5.5M |
| Trinity Legacy Partners, LLC | 1.10% | Add +6.3% | 104,999 | $5.5M |
| Blair William & Co. | 0.01% | Reduce -5.8% | 103,775 | $5.4M |
| Meridian Wealth Management, LLC | 0.17% | Reduce -0.9% | 103,747 | $5.4M |
| Diversified Portfolios, Inc. | 0.39% | No change | 102,614 | $5.4M |
| Aventus Investment Advisors, Inc. | 3.84% | Add +34.4% | 99,895 | $5.2M |
| Roundview Capital LLC | 0.28% | Add +0.4% | 99,392 | $5.2M |
| Parsons Capital Management Inc. | 0.24% | Add +3.0% | 99,376 | $5.2M |
| Crescent Grove Advisors, LLC | 0.44% | Reduce -0.6% | 98,866 | $5.2M |
| Naples Global Advisors, LLC | 0.32% | Add +36.7% | 98,639 | $5.2M |
| Bigelow Investment Advisors, LLC | 1.85% | Add +3.8% | 97,430 | $5.1M |
| Pines Wealth Management, LLC | 1.47% | Add +6.8% | 97,405 | $5.1M |
| Veridan Wealth LLC | 1.78% | New | 97,160 | $5.1M |
| Graybill Wealth Management, LTD. | 1.37% | Add +3.8% | 97,028 | $5.1M |
| Becker Capital Management Inc. | 0.14% | Add +3.6% | 95,784 | $5.0M |
| NTV Asset Management LLC | 0.49% | Reduce -0.0% | 95,334 | $5.0M |
| &partners | 0.02% | Reduce -0.1% | 94,811 | $5.0M |
| Lodestar Private Asset Management LLC | 0.43% | Add +3.4% | 94,232 | $4.9M |
| Ally Invest Advisors Inc. | 0.29% | Add +6.8% | 93,130 | $4.9M |
| Banco Santander, S.A. | 0.03% | Add +2.6% | 93,094 | $4.9M |
| CWA Asset Management Group, LLC | 0.15% | Reduce -13.4% | 90,724 | $4.8M |
| Mosaic Family Wealth Partners, LLC | 0.32% | New | 90,647 | $4.8M |
| Quaker Capital Investments, LLC | 1.29% | Add +85.2% | 90,200 | $4.7M |
| Fire Capital Management LLC | 1.92% | Add +25.3% | 89,854 | $4.7M |
| Martin Capital Partners, LLC | 1.71% | Reduce -2.3% | 88,807 | $4.7M |
| Gradient Capital Advisors, LLC | 1.07% | Add +2.8% | 87,994 | $4.6M |
| Resonant Capital Advisors, LLC | 0.22% | Reduce -0.1% | 87,816 | $4.6M |
| Apella Capital, LLC | 0.06% | Reduce -1.0% | 87,657 | $4.6M |
| Regal Investment Advisors LLC | 0.24% | Reduce -4.8% | 86,384 | $4.5M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +702.6% | 85,657 | $4.5M |
| Galvin, Gaustad & Stein, LLC | 0.34% | Reduce -7.2% | 85,561 | $4.5M |
| Corient Private Wealth LP | 0.01% | Reduce -3.8% | 85,350 | $4.5M |
| Edgestream Partners, L.P. | 0.13% | Add +985.4% | 85,136 | $4.5M |
| Bull Street Advisors, LLC | 2.01% | Add +1.1% | 84,055 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.07% | New | 83,365 | $4.4M |
| Catalyst Capital Advisors LLC | 0.07% | No change | 82,764 | $4.3M |
| Welch & Forbes LLC | 0.05% | Add +37.1% | 82,588 | $4.3M |
| Bokf, NA | 0.06% | Add +20.2% | 82,433 | $4.3M |
| Smartleaf Asset Management LLC | 0.14% | No change | 81,788 | $4.3M |
| Boltwood Capital Management | 0.98% | Add +0.7% | 81,305 | $4.3M |
| Cabot Wealth Management Inc. | 0.43% | Add +36.0% | 81,232 | $4.3M |
| Chesley Taft & Associates LLC | 0.16% | Add +2.4% | 80,593 | $4.2M |
| Eley Financial Management, Inc | 1.35% | Add +6.8% | 79,472 | $4.2M |
| Founders Grove Wealth Partners, LLC | 0.83% | Reduce -1.2% | 79,362 | $4.2M |
| Maia Wealth LLC | 0.61% | Add +37.9% | 78,742 | $4.1M |
| Investment Advisory Group, LLC | 0.89% | Add +7.2% | 78,511 | $4.1M |
| Juncture Wealth Strategies, LLC | 1.06% | Add +3.2% | 77,852 | $4.1M |
| Wealthfront Advisers LLC | 0.01% | Reduce -13.4% | 77,414 | $4.1M |
| DMC Group, LLC | 2.78% | Add +3.2% | 77,296 | $4.1M |
| HM Payson & Co. | 0.05% | No change | 77,292 | $4.1M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +5.7% | 76,896 | $4.0M |
| Apollon Wealth Management, LLC | 0.05% | Add +1.2% | 75,708 | $4.0M |
| Advisory Services Network, LLC | 0.04% | Add +14.0% | 74,878 | $3.9M |
| Fiduciary Financial Advisors | 0.40% | Add +176.6% | 74,549 | $3.9M |
| SouthState Bank Corp | 0.16% | Reduce -3.0% | 74,310 | $3.9M |
| 1620 Investment Advisors, Inc. | 2.36% | Add +49.4% | 72,427 | $3.8M |
| Wealth Enhancement Trust Services, Inc. | 0.42% | Add +33.9% | 71,471 | $3.7M |
| Hourglass Capital, LLC | 0.73% | Add +15.2% | 71,200 | $3.7M |
| Ascent Group, LLC | 0.11% | Reduce -5.3% | 70,900 | $3.7M |
| Rathbones Group PLC | 0.01% | Add +1.6% | 70,271 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -36.6% | 69,922 | $3.7M |
| Princeton Global Asset Management LLC | 0.52% | Add +15.7% | 69,799 | $3.7M |
| Diversify Advisory Services, LLC | 0.06% | New | 69,821 | $3.6M |
| Diversify Wealth Management, LLC | 0.06% | Reduce -1.5% | 69,821 | $3.6M |
| Autumn Glory Partners, LLC | 1.03% | Add +14.2% | 69,120 | $3.6M |
| Paces Ferry Wealth Advisors, LLC | 1.35% | Add +9.8% | 68,667 | $3.6M |
| Novem Group | 0.36% | Add +6.1% | 68,581 | $3.6M |
| IVC Wealth Advisors LLC | 1.39% | Add +7.9% | 68,030 | $3.6M |
| LaFleur & Godfrey LLC | 0.42% | Add +10.0% | 67,790 | $3.6M |
| Vise Technologies, Inc. | 0.04% | Add +62.3% | 66,029 | $3.5M |
| Steinberganna Wealth Management | 1.41% | Add +8.4% | 65,957 | $3.5M |
| Voya Investment Management LLC | 0.00% | No change | 65,949 | $3.5M |
| Ifrah Financial Services, Inc. | 0.84% | Add +15.3% | 65,788 | $3.4M |
| Tidal Investments LLC | 0.01% | Add +2.4% | 65,384 | $3.4M |
| Eagle Global Advisors LLC | 0.11% | Reduce -1.4% | 65,165 | $3.4M |
| David Kennon Inc | 1.12% | Add +1.1% | 64,760 | $3.4M |
| YHB Investment Advisors, Inc. | 0.22% | Add +4.3% | 64,272 | $3.4M |
| Lowe Brockenbrough & Co. Inc. | 0.15% | Add +1.2% | 63,707 | $3.3M |
| Advisory Research Inc. | 0.33% | Add +43.1% | 63,572 | $3.3M |
| Hudson Portfolio Management LLC | 2.51% | Add +5.5% | 63,361 | $3.3M |
| SevenBridge Financial Group, LLC | 0.49% | Reduce -3.2% | 63,333 | $3.3M |
| Buska Wealth Management, LLC | 1.19% | Add +5.6% | 62,881 | $3.3M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +13.3% | 62,501 | $3.3M |
| CoreCap Advisors, LLC | 0.10% | Add +424.4% | 62,256 | $3.3M |
| Oak Family Advisors, LLC | 0.93% | Reduce -0.6% | 61,563 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +11.8% | 61,367 | $3.2M |
| AmeriServ Wealth Advisors | 2.13% | Reduce -35.4% | 60,999 | $3.2M |
| Bailard, Inc. | 0.06% | Reduce -35.9% | 59,514 | $3.1M |
| Washington Capital Management, Inc. | 2.06% | New | 59,418 | $3.1M |
| AlTi Global, Inc. | 0.06% | No change | 59,360 | $3.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +9.4% | 57,971 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -0.9% | 57,542 | $3.0M |
| Citigroup Inc. | 0.00% | Reduce -2.4% | 56,995 | $3.0M |
| Maseco LLP | 0.08% | Reduce -0.7% | 56,275 | $2.9M |
| Whittier Trust Co. | 0.03% | No change | 56,270 | $2.9M |
| BG Investment Services, LLC | 2.12% | Reduce -1.3% | 56,061 | $2.9M |
| Curbstone Financial Management Corp | 0.50% | Reduce -12.1% | 55,540 | $2.9M |
| New South Capital Management Inc. | 0.13% | Reduce -4.5% | 55,380 | $2.9M |
| Sowell Financial Services LLC | 0.09% | Add +15.3% | 54,994 | $2.9M |
| Mgo One Seven LLC | 0.05% | Add +24.7% | 54,579 | $2.9M |
| SlateStone Wealth, LLC | 0.22% | Add +37.4% | 54,404 | $2.9M |
| E&G Advisors, LLC | 0.55% | Add +6.4% | 54,075 | $2.8M |
| UMB Bank, n.a. | 0.04% | Reduce -8.2% | 53,272 | $2.8M |
| Benjamin Edwards Inc. | 0.03% | Reduce -94.6% | 52,986 | $2.8M |
| Wealth Advisors of Tampa Bay, LLC | 0.85% | No change | 52,912 | $2.8M |
| Claro Advisors Inc. | 0.29% | Add +13.2% | 52,261 | $2.7M |
| Miller Global Investments, LLC | 2.26% | New | 52,031 | $2.7M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -2.3% | 51,871 | $2.7M |
| PW Nova Financial Services LLC | 0.58% | New | 51,549 | $2.7M |
| Berger Financial Group, Inc | 0.14% | Add +53.9% | 51,406 | $2.7M |
| Prairie Advisory, LLC | 0.64% | — | 51,056 | $2.7M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -13.5% | 49,581 | $2.6M |
| Aries Wealth Management | 0.51% | Reduce -2.9% | 49,269 | $2.6M |
| AMG National Trust Bank | 0.05% | Add +4.0% | 49,239 | $2.6M |
| Duncker Streett & Co. Inc. | 0.43% | Reduce -5.6% | 48,933 | $2.6M |
| LightSquare Wealth Management, LLC | 1.75% | Reduce -6.8% | 48,522 | $2.5M |
| AlphaCore Capital LLC | 0.05% | Reduce -5.2% | 46,785 | $2.5M |
| Glen Eagle Advisors, LLC | 0.31% | Add +48.1% | 46,628 | $2.4M |
| Hilltop Holdings Inc. | 0.20% | Reduce -5.3% | 46,364 | $2.4M |
| Unified Investment Management | 2.25% | Add +0.3% | 46,042 | $2.4M |
| One Wealth Map LLC | 1.12% | Add +11.5% | 46,047 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.15% | No change | 45,612 | $2.4M |
| Moneywise, Inc. | 0.89% | Add +24.5% | 45,392 | $2.4M |
| United Financial Planning Group LLC | 1.20% | Add +4.0% | 44,979 | $2.4M |
| Prospera Financial Services Inc | 0.03% | Reduce -0.9% | 44,711 | $2.3M |
| SCS Capital Management LLC | 0.02% | Add +0.0% | 43,969 | $2.3M |
| Howard Financial Services, LTD. | 0.23% | Add +6.9% | 43,221 | $2.3M |
| Sovereign Financial Group, Inc. | 0.34% | Add +12.9% | 42,879 | $2.2M |
| Sweeney & Michel, LLC | 0.58% | Add +2.4% | 42,712 | $2.2M |
| Nordwand Advisors, LLC | 0.34% | Add +29.4% | 42,155 | $2.2M |
| Godsey & Gibb, Inc. | 0.18% | Add +3.5% | 42,014 | $2.2M |
| Banque Transatlantique SA | 0.05% | New | 41,945 | $2.2M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -4.2% | 41,813 | $2.2M |
| Sapient Capital LLC | 0.03% | No change | 41,630 | $2.2M |
| Trajan Wealth LLC | 0.08% | Add +1.1% | 41,430 | $2.2M |
| Integrated Advisors Network LLC | 0.10% | Reduce -17.8% | 40,868 | $2.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +9.3% | 40,807 | $2.1M |
| MMBG Investment Advisors Co. | 0.17% | Add +1.8% | 40,637 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +4.0% | 40,396 | $2.1M |
| Commerce Bank | 0.01% | Add +12.0% | 39,924 | $2.1M |
| Hollencrest Capital Management | 0.14% | Reduce -0.6% | 39,773 | $2.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -29.8% | 39,738 | $2.1M |
| World Investment Advisors | 0.03% | Reduce -1.2% | 39,375 | $2.1M |
| SHUTTLEWORTH & Co | 1.61% | Reduce -0.6% | 38,381 | $2.0M |
| Tilia Fiduciary Partners, Inc. | 0.94% | Reduce -2.3% | 37,892 | $2.0M |
| Trivium Point Advisory, LLC | 0.18% | Add +367.1% | 37,769 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 37,540 | $2.0M |
| Israel Discount Bank of New York | 3.64% | Add +9.5% | 37,504 | $2.0M |
| PW Advisors, LLC \ FL | 1.30% | Add +4.8% | 37,071 | $1.9M |
| RHS Financial, LLC | 0.78% | Reduce -8.9% | 37,059 | $1.9M |
| Steele Capital Management, Inc. | 0.07% | Reduce -5.2% | 36,654 | $1.9M |
| Cooksen Wealth, LLC | 1.20% | Add +3.0% | 36,443 | $1.9M |
| Ridgewood Investments LLC | 0.71% | Reduce -2.6% | 36,055 | $1.9M |
| Solstein Capital, LLC | 0.65% | Add +34.5% | 36,035 | $1.9M |
| Bryant Woods Investment Advisors, LLC | 0.52% | New | 35,931 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Add +15.0% | 35,776 | $1.9M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.3% | 35,593 | $1.9M |
| Strategic Financial Services, Inc. | 0.08% | Reduce -8.3% | 35,388 | $1.9M |
| Rose Capital Advisors LLC | 0.98% | — | 35,045 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -48.6% | 35,004 | $1.8M |
| Jefferies Financial Group Inc. | 0.02% | New | 34,955 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.14% | Reduce -5.1% | 34,920 | $1.8M |
| Arkadios Wealth Advisors | 0.03% | Reduce -4.8% | 34,524 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.14% | Add +0.1% | 34,427 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Reduce -14.0% | 34,319 | $1.8M |
| Buckhead Capital Management LLC | 0.61% | Add +0.5% | 34,185 | $1.8M |
| Allianz SE | 0.02% | No change | 33,144 | $1.7M |
| Wealthspire Advisors, LLC | 0.01% | New | 32,983 | $1.7M |
| Analyst IMS Investment Management Services Ltd. | 0.04% | New | 32,465 | $1.7M |
| Checchi Capital Advisers, LLC | 0.11% | Add +2.3% | 32,396 | $1.7M |
| Schmidt P J Investment Management Inc. | 0.26% | Add +6.2% | 32,273 | $1.7M |
| Sona Asset Management (us) LLC | 0.08% | Reduce -97.4% | 32,114 | $1.7M |
| Sheets Smith Wealth Management | 0.17% | Add +0.4% | 32,042 | $1.7M |
| Kovack Advisors, Inc. | 0.08% | Add +19.8% | 31,974 | $1.7M |
| Brookstone Capital Management | 0.02% | Reduce -0.7% | 31,613 | $1.7M |
| Ridge Creek Global, Inc | 1.29% | Reduce -2.1% | 31,589 | $1.7M |
| A. D. Beadell Investment Counsel, Inc. | 1.04% | Add +2.9% | 30,975 | $1.6M |
| Sage Advisory Services, Ltd.Co. | 0.80% | Add +1.8% | 30,916 | $1.6M |
| United Community Bank | 0.50% | Reduce -3.0% | 30,808 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -67.4% | 30,634 | $1.6M |
| Bingham Private Wealth, LLC | 1.09% | Add +15.5% | 30,337 | $1.6M |
| GWN Securities Inc. | 0.26% | Add +6.8% | 30,207 | $1.6M |
| Johnson Bixby & Associates, LLC | 0.18% | Reduce -36.6% | 30,167 | $1.6M |
| Courier Capital LLC | 0.08% | Reduce -8.4% | 30,073 | $1.6M |
| IMA Advisory Services, Inc. | 0.10% | New | 29,711 | $1.6M |
| Premier Path Wealth Partners, LLC | 0.18% | Add +8.8% | 29,684 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -6.0% | 29,421 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +5.8% | 29,185 | $1.5M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -13.8% | 28,982 | $1.5M |
| Aprio Wealth Management, LLC | 0.07% | Reduce -6.2% | 28,955 | $1.5M |
| Compass Ion Advisors, LLC | 0.13% | Reduce -0.4% | 28,782 | $1.5M |
| Cumberland Partners Ltd | 0.10% | Add +6.1% | 28,627 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Add +2.2% | 28,610 | $1.5M |
| Hunter Associates Investment Management LLC | 0.17% | Reduce -0.7% | 28,404 | $1.5M |
| Meeder Advisory Services, Inc. | 0.05% | Add +2.8% | 28,330 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -54.4% | 27,594 | $1.4M |
| Peoples Bank | 0.73% | Add +18.5% | 27,168 | $1.4M |
| Grand Wealth Management, LLC | 0.59% | Add +59.0% | 26,940 | $1.4M |
| Bulwark Capital Corp | 0.78% | New | 26,567 | $1.4M |
| Nvwm, LLC | 0.28% | Reduce -8.8% | 26,540 | $1.4M |
| Ingalls & Snyder LLC | 0.04% | Reduce -5.6% | 26,455 | $1.4M |
| Factor Wealth Management LTD | 0.21% | Reduce -22.6% | 26,375 | $1.4M |
| Y.D. More Investments Ltd | 0.04% | Add +2.7% | 26,346 | $1.4M |
| JGP Wealth Management, LLC | 0.12% | Add +67.3% | 25,895 | $1.4M |
| American National Bank of Texas | 1.23% | Add +3.6% | 25,678 | $1.3M |
| Focus Financial Network, Inc. | 0.04% | Reduce -0.6% | 25,609 | $1.3M |
| Nwam LLC | 0.07% | Add +16.7% | 25,501 | $1.3M |
| Plancorp, LLC | 0.03% | Add +0.9% | 25,550 | $1.3M |
| Woodside Wealth Management LLC | 0.93% | Reduce -4.3% | 25,364 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -0.5% | 25,310 | $1.3M |
| Rehmann Capital Advisory Group | 0.06% | Add +3.2% | 25,297 | $1.3M |
| Triad Wealth Partners, LLC | 0.08% | New | 25,182 | $1.3M |
| Savant Capital, LLC | 0.00% | Add +44.8% | 24,790 | $1.3M |
| Lido Advisors, LLC | 0.00% | Reduce -16.4% | 24,595 | $1.3M |
| Longview Financial Advisors LLC | 0.64% | Reduce -14.3% | 24,518 | $1.3M |
| Basso Capital Management, L.P. | 0.31% | New | 24,375 | $1.3M |
| Pacific Point Advisors, LLC | 0.58% | No change | 24,231 | $1.3M |
| BBR Partners, LLC | 0.06% | New | 24,091 | $1.3M |
| Savvy Advisors, Inc. | 0.03% | Reduce -15.1% | 23,974 | $1.3M |
| Forte Asset Management LLC | 0.51% | No change | 23,942 | $1.3M |
| Guidance Point Advisors, LLC | 0.27% | Add +104.2% | 23,841 | $1.3M |
| Titleist Asset Management, LLC | 0.08% | Add +5.7% | 23,786 | $1.2M |
| Madson Wealth Advisors Inc | 0.85% | Add +85.9% | 23,768 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +0.2% | 23,765 | $1.2M |
| City National Bank of Florida | 0.52% | Reduce -19.1% | 23,684 | $1.2M |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -53.5% | 23,603 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.27% | Reduce -0.1% | 23,629 | $1.2M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Reduce -70.1% | 23,538 | $1.2M |
| Apex Wealth Management, LLC | 0.75% | Add +1.2% | 23,516 | $1.2M |
| McCartney Wealth Management LLC | 0.92% | Add +1.8% | 23,158 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.43% | Add +6.8% | 22,989 | $1.2M |
| JHP Wealth Management, LLC | 0.99% | Reduce -65.1% | 22,952 | $1.2M |
| Advisor OS, LLC | 0.08% | Reduce -0.7% | 22,846 | $1.2M |
| 49 Wealth Management, LLC | 0.23% | New | 22,820 | $1.2M |
| Alongside, LLC | 0.23% | — | 22,820 | $1.2M |
| White Pine Capital LLC | 0.28% | Reduce -19.6% | 22,344 | $1.2M |
| Zacks Investment Management | 0.01% | Add +17.6% | 22,206 | $1.2M |
| GC Wealth Management RIA, LLC | 0.07% | Add +7.1% | 22,177 | $1.2M |
| Insigneo Advisory Services, LLC | 0.04% | Add +79.7% | 22,034 | $1.2M |
| Weaver Consulting Group | 0.24% | Reduce -13.7% | 21,981 | $1.2M |
| Flagstar Securities, Inc. | 0.34% | Reduce -3.3% | 21,718 | $1.1M |
| Peak Planning Group, LLC | 0.26% | Reduce -1.1% | 21,641 | $1.1M |
| American Capital Management Inc. | 0.05% | New | 21,496 | $1.1M |
| Wilshire Advisors LLC | 10.87% | Reduce -32.6% | 21,439 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +0.0% | 21,356 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +8.1% | 21,136 | $1.1M |
| First International Bank of Israel Ltd. | 0.30% | New | 20,951 | $1.1M |
| Spire Wealth Management | 0.03% | Reduce -8.6% | 20,838 | $1.1M |
| CIBC Asset Management Inc | 0.00% | Reduce -50.5% | 20,772 | $1.1M |
| Garde Capital, Inc. | 0.05% | No change | 20,743 | $1.1M |
| Modern Wealth Management, LLC | 0.01% | Add +18.5% | 20,743 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +286.5% | 20,497 | $1.1M |
| Traub Capital Management LLC | 0.95% | Reduce -1.1% | 20,385 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.26% | Add +6.0% | 20,380 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.62% | Add +4.4% | 20,362 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -9.3% | 20,337 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Add +257.5% | 20,250 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -52.3% | 20,236 | $1.1M |
| SWP Financial LLC | 0.49% | Reduce -16.6% | 20,050 | $1.1M |
| Strive Financial Group ,LLC | 0.45% | Reduce -15.1% | 19,941 | $1.0M |
| SIMA Wealth Partners, LLC | 0.74% | Reduce -15.3% | 19,854 | $1.0M |
| Westview Management dba Westview Investment Advisors | 0.51% | Reduce -15.0% | 19,731 | $1.0M |
| Bear Mountain Capital, Inc. | 0.30% | Reduce -0.8% | 19,752 | $1.0M |
| Powerhouse Assets LLC | 0.84% | Add +3.4% | 19,629 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Add +58.1% | 19,532 | $1.0M |
| Midwest Trust Co | 0.01% | Reduce -2.8% | 19,492 | $1.0M |
| PFG Investments, LLC | 0.04% | Add +13.7% | 19,440 | $1.0M |
| Exchange Bank | 0.63% | No change | 19,274 | $1.0M |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -43.5% | 19,210 | $1.0M |
| Cogent Private Wealth, Inc. | 0.63% | No change | 19,182 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Reduce -0.1% | 19,126 | $1.0M |
| TAGStone Capital, Inc. | 0.31% | Add +47.8% | 18,860 | $988K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -33.2% | 18,825 | $987K |
| Western Wealth Management, LLC | 0.03% | Add +12.8% | 18,712 | $981K |
| Saiph Capital, LLC | 0.29% | Reduce -1.3% | 18,643 | $977K |
| Maridea Wealth Management LLC | 0.11% | Add +37.7% | 18,582 | $974K |
| Atria Investments, Inc | 0.01% | Reduce -43.5% | 18,442 | $967K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.0% | 18,425 | $966K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -36.1% | 18,411 | $965K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -8.1% | 18,213 | $955K |
| Keel Point, LLC | 0.06% | Add +2.8% | 18,086 | $948K |
| Evergreen Capital Management LLC | 0.02% | Reduce -24.0% | 18,071 | $947K |
| Allie Family Office LLC | 0.35% | Add +8.6% | 18,065 | $947K |
| Calamos Wealth Management LLC | 0.03% | Reduce -48.1% | 18,051 | $946K |
| Stelac Advisory Services LLC | 0.18% | No change | 17,960 | $941K |
| Blalock Williams, LLC | 0.61% | Reduce -0.1% | 17,882 | $937K |
| IFG Advisory, LLC | 0.03% | New | 17,840 | $935K |
| White Lighthouse Investment Management Inc. | 0.12% | Add +0.4% | 17,825 | $934K |
| Perspective Wealth Advisors LLC | 0.51% | Reduce -56.2% | 17,784 | $932K |
| Tuttle Capital Management, LLC | 0.63% | New | 17,710 | $928K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -36.8% | 17,704 | $928K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.0% | 17,662 | $926K |
| Strategy Asset Managers LLC | 0.14% | Add +1.5% | 17,554 | $920K |
| Mount Lucas Management LP | 0.33% | Add +2.2% | 17,529 | $919K |
| Schuylkill Financial LLC | 0.85% | — | 17,501 | $917K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -2.0% | 17,438 | $914K |
| Independent Solutions Wealth Management, LLC | 0.12% | Reduce -22.6% | 17,354 | $910K |
| Elevation Capital Advisory, LLC | 0.35% | New | 17,303 | $907K |
| Fiduciary Alliance LLC | 0.06% | Add +31.4% | 17,279 | $906K |
| Rockbridge Investment Management, LCC | 0.07% | Reduce -0.7% | 17,138 | $898K |
| Palladiem, LLC | 0.87% | No change | 17,047 | $893K |
| Equita Financial Network, Inc. | 0.25% | Add +0.0% | 16,911 | $886K |
| Stonekeep Investments, LLC | 0.51% | No change | 16,853 | $883K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.9% | 16,799 | $880K |
| Union Savings Bank | 0.35% | No change | 16,673 | $874K |
| Belpointe Asset Management LLC | 0.03% | Add +15.3% | 16,658 | $873K |
| Unify Financial Advisors | 0.81% | Add +1.9% | 16,636 | $872K |
| Rockwood Wealth Management, LLC | 0.06% | Add +99.5% | 16,617 | $871K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.4% | 16,458 | $863K |
| Wesbanco Bank Inc. | 0.02% | Add +32.3% | 16,371 | $858K |
| Phoenix Financial Ltd. | 0.01% | Add +4.5% | 16,308 | $855K |
| SkyOak Wealth, LLC | 0.14% | Add +0.8% | 16,033 | $840K |
| Westshore Wealth, LLC | 0.26% | New | 15,896 | $833K |
| Great Diamond Partners, LLC | 0.14% | Add +1.5% | 15,890 | $833K |
| Cloud Capital Management, LLC | 0.30% | Add +1.1% | 15,776 | $826K |
| KDT Advisors, LLC | 1.14% | No change | 15,725 | $824K |
| Kanawha Capital Management LLC | 0.05% | Reduce -4.9% | 15,647 | $820K |
| National Bank of Canada | 0.00% | Add +68.6% | 15,455 | $810K |
| Pekin Hardy Strauss, Inc. | 0.07% | Add +2.0% | 15,290 | $801K |
| Enclave Advisors LLC | 0.10% | Reduce -69.8% | 15,250 | $799K |
| Waters Parkerson & Co., LLC | 0.04% | Add +0.3% | 15,195 | $796K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -5.4% | 14,905 | $781K |
| Balefire, LLC | 0.13% | Add +0.2% | 14,895 | $781K |
| Principal Securities, Inc. | 0.01% | Reduce -4.4% | 14,865 | $779K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -4.4% | 14,846 | $778K |
| Rossmore Private Capital | 0.06% | No change | 14,689 | $770K |
| Calton & Associates, Inc. | 0.11% | Reduce -8.7% | 14,615 | $766K |
| RFG Advisory, LLC | 0.01% | Add +9.4% | 14,598 | $765K |
| Forum Private Client Group LLC | 0.23% | Add +7.7% | 14,555 | $763K |
| Emerald Investment Advisers, LLC | 0.05% | Add +11.1% | 14,550 | $763K |
| Lifeworks Advisors, LLC | 0.08% | Add +184.1% | 14,511 | $761K |
| Cibc World Market Inc. | 0.00% | Add +43.2% | 14,426 | $756K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -22.3% | 14,347 | $752K |
| Pacific Park Financial, Inc. | 0.44% | Reduce -9.4% | 14,319 | $750K |
| Meitav Investment House Ltd. | 0.01% | New | 14,230 | $746K |
| Wulff, Hansen & Co. | 0.57% | Reduce -7.0% | 14,195 | $744K |
| Sunburst Financial Group, LLC | 0.12% | No change | 14,057 | $737K |
| FIL Ltd | 0.00% | Reduce -11.9% | 14,050 | $736K |
| GTS Securities LLC | 0.02% | Add +87.2% | 14,046 | $736K |
| Fonville Wealth Management LLC | 0.12% | Add +0.0% | 13,895 | $728K |
| Strategic Advocates LLC | 2.82% | Reduce -0.7% | 13,895 | $728K |
| Severin Investments, LLC | 0.55% | Add +4.6% | 13,884 | $728K |
| Cardinal Capital Management | 0.09% | Reduce -6.4% | 13,826 | $725K |
| Cypress Capital Group | 0.07% | Add +2.7% | 13,805 | $724K |
| LYNX Capital Group Ltd. | 0.29% | Add +1.2% | 13,716 | $719K |
| Sage Financial Group Inc. | 0.04% | No change | 13,679 | $717K |
| Clearstead Trust, LLC | 0.09% | No change | 13,579 | $712K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -25.8% | 13,466 | $706K |
| Peloton Wealth Strategists | 0.27% | Add +0.9% | 13,453 | $705K |
| Good Harbor Advisors, Inc. | 0.69% | Add +0.2% | 13,363 | $700K |
| Lazari Capital Management, Inc. | 0.22% | Reduce -0.3% | 13,282 | $696K |
| Boston Family Office LLC | 0.04% | No change | 13,270 | $695K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -17.6% | 13,109 | $687K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -95.4% | 13,069 | $685K |
| Avant Financial Advisors LLC | 0.42% | Add +4.8% | 12,959 | $679K |
| Wynn Capital, LLC | 0.30% | No change | 12,900 | $676K |
| Betterment LLC | 0.00% | Reduce -95.5% | 12,848 | $673K |
| Laurel Wealth Advisors LLC | 0.07% | Add +2.6% | 12,837 | $673K |
| Sandhill Capital Partners LLC | 0.05% | New | 12,765 | $669K |
| ARK & TLK Investments, LLC | 0.16% | No change | 12,685 | $665K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -43.0% | 12,502 | $655K |
| Curtis Advisory Group, LLC | 0.13% | Reduce -4.5% | 12,415 | $651K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -18.3% | 12,279 | $644K |
| Alpha Financial Partners LLC | 0.34% | Add +1.1% | 12,187 | $639K |
| Eastern Bank | 0.01% | Reduce -16.6% | 12,068 | $632K |
| BankPlus Trust Department | 0.15% | No change | 12,066 | $632K |
| EFG International AG | 0.01% | Add +26.5% | 11,994 | $629K |
| Protective Life Corp. | 4.49% | Reduce -42.4% | 11,991 | $628K |
| Ameritas Advisory Services, LLC | 0.01% | New | 11,911 | $624K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -6.3% | 11,856 | $621K |
| GreatBanc Trust CO | 0.38% | Reduce -2.3% | 11,802 | $619K |
| National Philanthropic Trust | 0.01% | Add +0.5% | 11,638 | $610K |
| Beacon Financial Group | 0.06% | Reduce -1.0% | 11,581 | $607K |
| Strategic Blueprint, LLC | 0.03% | Reduce -1.6% | 11,551 | $605K |
| Winebrenner Capital Management LLC | 0.37% | Add +1.0% | 11,499 | $603K |
| Perryman Financial Advisory Inc. | 0.08% | Add +64.8% | 11,474 | $601K |
| Rock Creek Group LLC | 0.06% | No change | 11,347 | $595K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 11,343 | $594K |
| F/m Investments LLC | 0.03% | Reduce -2.5% | 11,204 | $587K |
| Wingate Wealth Advisors, Inc. | 0.26% | Add +1.1% | 11,154 | $585K |
| Lewis Asset Management, LLC | 0.20% | Add +0.7% | 11,151 | $584K |
| Brucke Financial, Inc. | 0.25% | Add +14.6% | 10,914 | $572K |
| Argent Trust Co | 0.02% | Add +18.9% | 10,905 | $572K |
| Councilor Wealth, LLC | 0.23% | Reduce -4.8% | 10,841 | $568K |
| Pacific Financial Group Inc. | 0.27% | Add +38.9% | 10,739 | $563K |
| Mfa Wealth Advisors, LLC | 0.10% | Reduce -7.6% | 10,730 | $562K |
| Heritage Investors Management Corp. | 0.02% | Add +117.0% | 10,723 | $562K |
| Brighton Jones LLC | 0.01% | Reduce -2.3% | 10,562 | $554K |
| Rothschild Wealth LLC | 0.04% | Reduce -9.8% | 10,558 | $553K |
| Value Investment Professionals, LLC | 0.46% | New | 10,540 | $552K |
| Osprey Private Wealth LLC | 0.14% | New | 10,500 | $550K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.8% | 10,443 | $547K |
| 1492 Capital Management LLC | 0.16% | Add +3.3% | 10,381 | $544K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -21.1% | 10,344 | $542K |
| Advyzon Investment Management, LLC | 0.04% | Add +11.2% | 10,338 | $542K |
| First United Bank & Trust | 0.16% | Add +5.5% | 10,320 | $541K |
| First Manhattan Co. Llc. | 0.00% | Reduce -12.1% | 10,170 | $533K |
| Essex Financial Services, Inc. | 0.03% | No change | 10,152 | $532K |
| LVW Advisors, LLC | 0.05% | Reduce -33.4% | 10,103 | $529K |
| Forteris Wealth Management Inc. | 0.43% | Add +1.0% | 10,040 | $526K |
| Glenview Trust Co | 0.01% | New | 9,969 | $522K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -8.2% | 9,955 | $522K |
| Asset Management One Co., Ltd. | 0.00% | New | 9,797 | $513K |
| Laurel Oak Wealth Management, LLC | 0.07% | Add +1.6% | 9,670 | $507K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +7.3% | 9,661 | $506K |
| Rwa Wealth Partners, LLC | 0.00% | Add +10.9% | 9,642 | $505K |
| Wealth Advisory Solutions, LLC | 0.10% | Reduce -2.2% | 9,638 | $505K |
| HB Wealth Management, LLC | 0.00% | Reduce -25.3% | 9,623 | $504K |
| Lanark Financial, Inc. | 0.03% | Reduce -3.3% | 9,614 | $504K |
| Clarendon Private LLC | 0.32% | Add +1.7% | 9,613 | $504K |
| Invst, LLC | 0.05% | Add +29.4% | 9,470 | $496K |
| Florida Trust Wealth Management Co | 0.01% | Add +54.4% | 9,445 | $495K |
| Harbour Investments, Inc. | 0.01% | Reduce -18.2% | 9,338 | $489K |
| Wedbush Securities Inc. | 0.01% | Reduce -17.6% | 9,324 | $489K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -10.9% | 9,324 | $489K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +0.1% | 9,248 | $485K |
| Wiregrass Investment Management LLC | 0.33% | No change | 9,200 | $482K |
| Pension & Wealth Management Advisors, Inc. | 0.13% | Reduce -2.2% | 9,172 | $481K |
| Asset Allocation & Management Company, LLC | 0.16% | No change | 9,139 | $479K |
| CGN Advisors LLC | 0.03% | No change | 9,100 | $477K |
| CFM Wealth Partners LLC | 0.06% | Add +9.5% | 9,070 | $475K |
| Genesis Wealth Advisors, LLC | 0.28% | Reduce -0.2% | 9,059 | $475K |
| Burling Wealth Partners, LLC | 0.07% | Add +6.6% | 9,035 | $474K |
| BankPlus Wealth Management LLC | 0.21% | Add +0.6% | 8,959 | $470K |
| PKS Advisory Services, LLC | 0.07% | Add +16.5% | 8,938 | $468K |
| Cherry Tree Wealth Management, LLC | 0.09% | Reduce -1.4% | 8,923 | $468K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -17.1% | 8,860 | $464K |
| Golden State Wealth Management, LLC | 0.04% | Add +0.0% | 8,809 | $462K |
| Garrison Point Advisors, LLC | 0.18% | Reduce -0.1% | 8,590 | $450K |
| McAdam, LLC | 0.02% | Add +28.8% | 8,585 | $450K |
| Dana Investment Advisors, Inc. | 0.01% | Add +0.1% | 8,569 | $449K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -1.4% | 8,463 | $444K |
| Successful Portfolios LLC | 0.21% | Reduce -0.1% | 8,468 | $441K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,404 | $440K |
| WealthBridge Capital Management, LLC | 0.09% | No change | 8,402 | $440K |
| Roger Wittlin Investment Advisory, LLC | 0.34% | Reduce -23.3% | 8,334 | $437K |
| Legacy Bridge, LLC | 0.13% | Reduce -0.8% | 8,317 | $436K |
| American Financial Advisors, LLC | 0.05% | Reduce -8.7% | 8,299 | $435K |
| Headinvest, LLC | 0.08% | No change | 8,271 | $433K |
| Proactive Wealth Strategies LLC | 0.07% | Add +1.1% | 8,118 | $426K |
| First Community Trust NA | 0.19% | Add +1.4% | 8,114 | $425K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -48.7% | 8,113 | $425K |
| Financial Solutions Advisory Group, Inc. | 0.05% | Reduce -1.2% | 8,147 | $425K |
| Dodds Wealth, LLC | 0.10% | Reduce -23.6% | 8,099 | $424K |
| Winthrop Advisory Group LLC | 0.03% | Add +14.1% | 8,071 | $423K |
| Marathon Strategic Advisors, LLC | 0.24% | Reduce -1.3% | 8,039 | $421K |
| Ceeto Capital Group, LLC | 0.11% | No change | 8,000 | $419K |
| Capital Analysts, LLC | 0.01% | Add +1.0% | 7,988 | $419K |
| WBH Advisory Inc. | 0.03% | Reduce -28.3% | 7,930 | $416K |
| Elyxium Wealth, LLC | 0.04% | No change | 7,914 | $415K |
| Aegis Wealth Management, Inc. | 0.27% | Reduce -27.6% | 7,881 | $413K |
| TCFG Investment Advisors, LLC | 0.14% | Add +5.9% | 7,867 | $412K |
| Parkside Financial Bank & Trust | 0.03% | Add +37.7% | 7,857 | $412K |
| First Bank & Trust | 0.06% | Add +30.8% | 7,849 | $411K |
| Bessemer Group Inc. | 0.00% | Reduce -57.9% | 7,699 | $403K |
| HUB Investment Partners, LLC | 0.01% | New | 7,684 | $403K |
| Cresset Asset Management, LLC | 0.00% | Add +40.1% | 7,680 | $403K |
| EJMK Ventures LLC | 0.18% | Reduce -27.6% | 7,675 | $402K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +10259.5% | 7,666 | $402K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.8% | 7,653 | $401K |
| Boyd Watterson Asset Management LLC | 0.11% | Add +5.5% | 7,649 | $401K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +19.5% | 7,625 | $400K |
| Evolution Wealth Management Inc. | 0.23% | Add +4.4% | 7,578 | $397K |
| Cape Cod Five Cents Savings Bank | 0.03% | — | 7,515 | $394K |
| RMR Wealth Builders | 0.02% | No change | 7,515 | $394K |
| Capital Advisors Wealth Management, LLC | 0.05% | Reduce -5.5% | 7,496 | $393K |
| Wagner Wealth Management, Corp | 0.32% | Reduce -3.1% | 7,478 | $392K |
| Webster Bank, N. A. | 0.03% | Add +13.5% | 7,381 | $387K |
| MA Private Wealth | 0.06% | Reduce -20.3% | 7,371 | $386K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -33.8% | 7,326 | $384K |
| Truefg, LLC | 0.09% | Add +2.7% | 7,267 | $381K |
| Choate Investment Advisors | 0.01% | Add +2.5% | 7,234 | $379K |
| American Trust | 0.03% | Reduce -1.4% | 7,228 | $379K |
| Panoramic Capital Partners, LLC | 0.18% | No change | 7,195 | $377K |
| Oath Planning, LLC | 0.28% | Add +1.1% | 7,097 | $372K |
| Brookwood Investment Group LLC | 0.04% | Reduce -0.0% | 6,944 | $364K |
| Seamount Financial Group Inc. | 0.15% | Add +8.4% | 6,937 | $364K |
| Clear Creek Financial Management, LLC | 0.02% | Add +9.3% | 6,871 | $360K |
| Downshift Financial, LLC | 0.16% | No change | 6,791 | $356K |
| Highview Capital Management LLC | 0.10% | Add +0.7% | 6,776 | $355K |
| Seed Wealth Management, Inc. | 0.22% | New | 6,745 | $354K |
| Aspiriant, LLC | 0.01% | Add +1.1% | 6,678 | $350K |
| KPP Advisory Services LLC | 0.04% | Add +31.6% | 6,596 | $346K |
| Patten Group, Inc. | 0.05% | Reduce -5.2% | 6,573 | $344K |
| Seascape Capital Management | 0.08% | No change | 6,560 | $344K |
| Destiny Capital Corp | 0.16% | Add +9.5% | 6,447 | $338K |
| Keystone Financial Group, Inc. | 0.18% | Add +1.1% | 6,404 | $336K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 6,366 | $334K |
| City of London Investment Management Co. Ltd. | 0.02% | No change | 6,327 | $332K |
| Value Partners Investments Inc. | 0.02% | Reduce -7.3% | 6,333 | $331K |
| Tandem Investment Partners LLC | 0.25% | Add +13.9% | 6,288 | $330K |
| Obermeyer Wealth Partners | 0.01% | Reduce -2.4% | 6,276 | $329K |
| Intentional Wealth Strategies, LLC | 0.31% | Add +0.7% | 6,272 | $329K |
| Peak Retirement Planning, Inc. | 0.05% | Reduce -8.8% | 6,250 | $328K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 6,223 | $326K |
| Fortis Capital Advisors, LLC | 0.04% | Add +4.4% | 6,194 | $325K |
| Cheviot Value Management, LLC | 0.03% | No change | 6,078 | $319K |
| Valeo Financial Advisors, LLC | 0.01% | New | 6,073 | $318K |
| Waterloo Capital, L.P. | 0.02% | New | 6,070 | $318K |
| Rede Wealth, LLC | 0.10% | Reduce -0.4% | 5,995 | $314K |
| Kiley Juergens Wealth Management, LLC | 0.05% | No change | 5,907 | $310K |
| Hoxton Planning & Management, LLC | 0.08% | No change | 5,815 | $305K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.1% | 5,800 | $304K |
| NewEdge Wealth, LLC | 0.00% | Reduce -36.7% | 5,731 | $300K |
| Intergy Private Wealth, LLC | 0.07% | Reduce -2.4% | 5,590 | $293K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 5,575 | $292K |
| Orleans Capital Management Corp. | 0.15% | No change | 5,560 | $291K |
| Stonebridge Financial Planning Group, LLC | 0.09% | Add +6.3% | 5,548 | $291K |
| Evanson Financial, LLC | 0.01% | — | 5,539 | $290K |
| Jim Saulnier & Associates, LLC | 0.12% | New | 5,526 | $290K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -46.7% | 5,524 | $290K |
| Central Valley Advisors, LLC | 0.07% | Add +0.8% | 5,510 | $289K |
| Orca Wealth Management, LLC | 0.17% | Add +1.1% | 5,502 | $288K |
| Crescent Sterling, Ltd. | 0.26% | New | 5,493 | $288K |
| Summit Wealth Group LLC / Co. | 0.02% | Reduce -0.6% | 5,489 | $288K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -93.7% | 5,464 | $286K |
| TD Capital Management LLC | 0.02% | No change | 5,450 | $286K |
| RFG - Bristol Wealth Advisors, LLC | 0.07% | Reduce -17.4% | 5,438 | $285K |
| Americana Partners, LLC | 0.01% | Reduce -5.2% | 5,429 | $285K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -35.9% | 5,415 | $284K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -45.2% | 5,409 | $284K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -20.3% | 5,408 | $283K |
| Woodward Diversified Capital, LLC | 0.12% | Reduce -2.5% | 5,372 | $282K |
| Bayshore Capital Advisors, LLC | 0.13% | No change | 5,361 | $281K |
| West Michigan Advisors, LLC | 0.05% | Add +20.4% | 5,306 | $278K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -17.3% | 5,284 | $277K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 5,280 | $277K |
| Baldwin Investment Management, LLC | 0.03% | New | 5,273 | $276K |
| Ignite Planners, LLC | 0.04% | No change | 5,251 | $275K |
| Panoramic Investment Advisors, LLC | 0.13% | Reduce -1.2% | 5,208 | $273K |
| C2C Wealth Management, LLC | 0.21% | No change | 5,202 | $273K |
| Front Row Advisors LLC | 0.08% | Add +23.9% | 5,193 | $270K |
| Townsend & Associates, Inc | 0.02% | No change | 5,170 | $270K |
| Grove Bank & Trust | 0.03% | No change | 5,137 | $269K |
| Plimoth Trust Co. LLC | 0.05% | No change | 5,127 | $269K |
| Disciplined Investments, LLC | 0.09% | No change | 5,086 | $267K |
| Insight Wealth Partners, LLC | 0.04% | Add +0.3% | 5,072 | $266K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -8.6% | 5,063 | $265K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -3.2% | 5,052 | $265K |
| Black Maple Capital Management LP | 0.18% | No change | 5,000 | $262K |
| Tanager Wealth Management LLP | 0.02% | Add +1.5% | 5,000 | $262K |
| Sanchez Gaunt Capital Management, LLC | 0.15% | Reduce -30.4% | 4,990 | $262K |
| Integrated Investment Consultants, LLC | 0.05% | Reduce -5.8% | 4,988 | $261K |
| Synergy Investment Management, LLC | 0.06% | New | 5,003 | $261K |
| St Germain D J Co. Inc. | 0.01% | No change | 4,964 | $260K |
| Wick Capital Partners, LLC | 0.04% | New | 4,962 | $260K |
| New World Advisors LLC | 0.04% | Add +27.0% | 4,956 | $260K |
| Walleye Partners, LLC | 0.30% | Reduce -35.2% | 4,950 | $259K |
| 4J Wealth Management LLC | 0.13% | Reduce -1.0% | 4,949 | $259K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.2% | 4,946 | $259K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 4,923 | $258K |
| Richardson Capital Management LLC | 0.11% | No change | 4,902 | $257K |
| Independent Advisor Alliance | 0.01% | Reduce -92.5% | 4,883 | $256K |
| Lynx Investment Advisory | 0.08% | New | 4,875 | $255K |
| Vermillion & White Wealth Management Group, LLC | 0.13% | Reduce -0.0% | 4,851 | $254K |
| Grey Fox Wealth Advisors, LLC | 0.04% | Reduce -6.3% | 4,832 | $253K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +14.9% | 4,825 | $253K |
| Stevens Capital Partners | 0.05% | New | 4,795 | $251K |
| Ninety One UK Ltd | 0.00% | Reduce -50.2% | 4,770 | $250K |
| Ancora Advisors LLC | 0.00% | Reduce -42.1% | 4,735 | $248K |
| Brick & Kyle, Associates | 0.08% | No change | 4,702 | $247K |
| D. E. Shaw & Co. | 0.00% | No change | 4,700 | $246K |
| Cerro Pacific Wealth Advisors LLC | 0.06% | No change | 4,688 | $246K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | Reduce -4.1% | 4,665 | $244K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -0.8% | 4,653 | $244K |
| eCIO, Inc. | 0.07% | Add +5.9% | 4,652 | $244K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -42.6% | 4,629 | $243K |
| Verus Wealth Management, LLC | 0.20% | New | 4,624 | $242K |
| Glass Jacobson Investment Advisors llc | 0.08% | Add +0.2% | 4,612 | $242K |
| Concord Wealth Partners | 0.03% | Reduce -3.8% | 4,610 | $242K |
| Private Trust Co. NA | 0.02% | Reduce -12.2% | 4,605 | $241K |
| PCG Wealth Advisors, LLC | 0.05% | Add +14.4% | 4,575 | $240K |
| Clearwave Capital, LLC | 0.13% | Reduce -18.4% | 4,560 | $239K |
| FourThought Financial Partners, LLC | 0.02% | No change | 4,531 | $237K |
| Accurate Wealth Management, LLC | 0.02% | Reduce -6.6% | 4,552 | $237K |
| Allworth Financial LP | 0.00% | Add +6.1% | 4,437 | $233K |
| Compton Financial Group, LLC | 0.04% | Add +0.7% | 4,416 | $231K |
| Valmark Advisers, Inc. | 0.00% | No change | 4,391 | $230K |
| Piscataqua Savings Bank | 0.15% | Add +1448.8% | 4,383 | $230K |
| NovaPoint Capital, LLC | 0.05% | New | 4,362 | $229K |
| Ponta Wealth Partners, LLC | 0.12% | New | 4,353 | $228K |
| Kestra Investment Management, LLC | 0.00% | Reduce -12.1% | 4,292 | $225K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.9% | 4,279 | $224K |
| FF Advisors,LLC | 0.08% | New | 4,257 | $223K |
| Navigoe, LLC | 0.12% | Reduce -0.4% | 4,238 | $222K |
| AQR Capital Management | 0.00% | Add +5.9% | 4,201 | $220K |
| SimpliFi, Inc. | 0.09% | Add +1.1% | 4,199 | $220K |
| Portland Financial Advisors Inc | 0.40% | No change | 4,190 | $220K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -6.8% | 4,165 | $218K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -58.7% | 4,150 | $218K |
| Avise Financial Cooperative, Inc. | 0.15% | Add +1.1% | 4,073 | $213K |
| One Wealth Management Investment & Advisory Services, LLC | 0.22% | New | 4,041 | $212K |
| Fisher Asset Management | 0.00% | Add +2.4% | 4,039 | $212K |
| Csenge Advisory Group | 0.01% | Reduce -0.2% | 4,026 | $211K |
| Apollon Financial, LLC | 0.03% | Reduce -31.4% | 4,024 | $211K |
| Peddock Capital Advisors, LLC | 0.04% | New | 4,019 | $211K |
| Legacy Capital Group California, Inc. | 0.06% | Reduce -1.9% | 4,013 | $210K |
| Ipswich Investment Management Co., Inc. | 0.04% | No change | 4,000 | $210K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 4,000 | $210K |
| AA Financial Advisors, LLC | 0.03% | Reduce -0.1% | 3,990 | $209K |
| Martin Capital Advisors, LLP | 0.11% | No change | 3,960 | $208K |
| M&T Bank Corp | 0.00% | Reduce -2.9% | 3,952 | $207K |
| JT Stratford LLC | 0.02% | New | 3,851 | $202K |
| Gryphon Financial Partners LLC | 0.02% | No change | 3,837 | $201K |
| Valpey Financial Services, LLC | 0.12% | Add +0.5% | 3,833 | $201K |
| Sunflower Bank, N.A. | 0.05% | No change | 3,830 | $201K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.3% | 3,787 | $198K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 3,750 | $196K |
| Archer Investment Corp | 0.03% | Add +0.0% | 3,352 | $176K |
| Provenance Wealth Advisors, LLC | 0.02% | New | 3,327 | $174K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -1.5% | 3,325 | $174K |
| Bogart Wealth, LLC | 0.01% | No change | 3,239 | $170K |
| Continuum Advisory, LLC | 0.01% | New | 3,185 | $167K |
| Forum Finance Group S.A. | 0.06% | No change | 3,912 | $166K |
| Crews Bank & Trust | 0.02% | Reduce -1.5% | 2,871 | $150K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,862 | $150K |
| Logan Capital Management Inc. | 0.01% | — | 2,699 | $141K |
| Highland Investment Advisors LLC | 0.06% | — | 2,695 | $141K |
| Mather Group, Llc. | 0.00% | Reduce -2.2% | 2,645 | $139K |
| AlphaCentric Advisors LLC | 0.12% | Add +4.4% | 2,623 | $137K |
| Guardian Partners Inc. | 0.01% | New | 2,600 | $136K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -42.3% | 2,578 | $135K |
| CVA Family Office, LLC | 0.01% | Reduce -23.3% | 2,499 | $131K |
| Wellington-Altus USA Inc. | 0.09% | Reduce -86.2% | 2,404 | $126K |
| Ameriflex Group, Inc. | 0.05% | Reduce -3.4% | 2,268 | $119K |
| EPG Wealth Management LLC | 0.03% | Add +0.0% | 2,242 | $118K |
| Colonial Trust Co / SC | 0.01% | Reduce -1.8% | 2,132 | $112K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.8% | 2,100 | $110K |
| South Plains Financial, Inc. | 0.06% | No change | 2,080 | $109K |
| CENTRAL TRUST Co | 0.00% | No change | 2,010 | $105K |
| Ascentis Independent Advisors | 0.28% | Reduce -67.0% | 2,000 | $105K |
| Main Street Group, LTD | 0.03% | No change | 2,000 | $105K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,974 | $103K |
| Signature Equity Partners, LLC | 0.05% | Reduce -33.1% | 1,973 | $103K |
| Acropolis Investment Management, LLC | 0.00% | No change | 1,965 | $103K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,952 | $102K |
| Cape Investment Advisory, Inc. | 0.03% | New | 1,933 | $101K |
| Colonial Trust Advisors | 0.01% | Reduce -46.3% | 1,829 | $96K |
| Godfrey Financial Associates, Inc. | 0.07% | Add +21.3% | 1,824 | $96K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 1,800 | $94K |
| Mascoma Wealth Management LLC | 0.02% | Add +0.4% | 1,795 | $94K |
| Alpine Bank Wealth Management | 0.01% | New | 1,720 | $90K |
| NFSG Corp | 0.01% | No change | 1,700 | $89K |
| Chapman Financial Group, LLC | 0.06% | No change | 1,618 | $85K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 1,534 | $80K |
| Armor Investment Advisors, LLC | 0.03% | Reduce -24.3% | 1,530 | $80K |
| First Horizon Corp. | 0.00% | Reduce -62.6% | 1,480 | $78K |
| Tompkins Financial Corp. | 0.01% | No change | 1,473 | $77K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -30.0% | 1,465 | $77K |
| Community Financial Services Group, LLC | 0.01% | Reduce -2.8% | 1,361 | $71K |
| Valley Wealth Managers, Inc. | 0.00% | Add +12.4% | 1,287 | $67K |
| Park Place Capital Corp | 0.01% | No change | 1,280 | $67K |
| Financial Perspectives, Inc | 0.02% | Reduce -63.6% | 1,279 | $67K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.8% | 1,281 | $67K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,271 | $67K |
| Buck Wealth Strategies, LLC | 0.01% | New | 1,257 | $66K |
| Security National Bank | 0.01% | No change | 1,245 | $65K |
| BankChampaign, National Association | 0.05% | No change | 1,234 | $65K |
| Hyposwiss Advisors SA | 0.06% | No change | 1,198 | $63K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1.1% | 1,182 | $62K |
| Rossby Financial, LCC | 0.01% | Reduce -48.6% | 1,182 | $62K |
| Bard Associates Inc. | 0.01% | No change | 1,174 | $62K |
| Kelleher Financial Advisors | 0.01% | Add +18.8% | 1,140 | $60K |
| Trust Co. of Vermont | 0.00% | — | 1,134 | $59K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,111 | $58K |
| Abound Wealth Management | 0.01% | Add +1.2% | 1,105 | $58K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,089 | $57K |
| Founders Capital Management | 0.02% | No change | 1,040 | $55K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 1,016 | $53K |
| First PREMIER Bank | 0.01% | Add +11.1% | 1,003 | $53K |
| Highline Wealth Partners LLC | 0.01% | Reduce -71.0% | 1,005 | $53K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 997 | $52K |
| Purpose Unlimited Inc. | 0.00% | No change | 975 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 985 | $52K |
| Tidemark, LLC | 0.01% | No change | 948 | $50K |
| Pittenger & Anderson Inc. | 0.00% | No change | 888 | $47K |
| SHP Wealth Management | 0.00% | Reduce -1.8% | 884 | $46K |
| PlanVest Financial, Inc | 0.03% | Reduce -4.5% | 881 | $46K |
| Independence Bank of Kentucky | 0.01% | No change | 864 | $45K |
| Darwin Wealth Management, LLC | 0.01% | Add +1.1% | 860 | $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 | 0.03% | No change | 809 | $42K |
| Barrett & Company, Inc. | 0.01% | No change | 800 | $42K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 800 | $42K |
| Bank of New Hampshire | 0.01% | No change | 753 | $39K |
| Copia Wealth Management | 0.02% | No change | 740 | $39K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 682 | $36K |
| Aventura Private Wealth, LLC | 0.01% | No change | 649 | $34K |
| Westfuller Advisors, LLC | 0.01% | Reduce -14.6% | 627 | $33K |
| Triumph Capital Management | 0.01% | Add +32.8% | 624 | $33K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 555 | $29K |
| Hantz Financial Services, Inc. | 0.00% | Add +2000.0% | 546 | $29K |
| PFS Partners, LLC | 0.01% | No change | 513 | $27K |
| High Note Wealth, LLC | 0.00% | Reduce -70.0% | 512 | $27K |
| Boreal Capital Management LLC | 0.02% | New | 501 | $26K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 500 | $26K |
| International Assets Investment Management, LLC | 0.00% | Reduce -48.4% | 493 | $26K |
| City Holding Co. | 0.00% | No change | 490 | $26K |
| Granite Investment Partners, LLC | 0.00% | No change | 476 | $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 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -21.8% | 427 | $22K |
| Asset Dedication, LLC | 0.00% | No change | 371 | $19K |
| Trust Co. of Toledo NA | 0.00% | No change | 350 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 350 | $18K |
| CKW Financial Group | 0.00% | Add +1.2% | 337 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 336 | $18K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -70.4% | 334 | $18K |
| Planning Strategies Inc. | 0.01% | — | 329 | $17K |
| JCIC Asset Management Inc. | 0.01% | No change | 320 | $17K |
| Axiom Investment Management LLC | 0.01% | No change | 320 | $17K |
| Dogwood Wealth Management LLC | 0.01% | Add +31.4% | 318 | $17K |
| MTM Investment Management, LLC | 0.00% | No change | 300 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 300 | $16K |
| Decker Retirement Planning Inc. | 0.01% | No change | 283 | $15K |
| FWL Investment Management, LLC | 0.00% | Add +1.9% | 265 | $14K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 255 | $13K |
| Richardson Financial Services Inc. | 0.01% | No change | 249 | $13K |
| Silicon Valley Capital Partners | 0.00% | Add +1.3% | 239 | $13K |
| Westside Investment Management, Inc. | 0.00% | New | 208 | $11K |
| Southern Michigan Bank & Trust | 0.00% | No change | 200 | $10K |
| Tsfg, LLC | 0.00% | No change | 198 | $10K |
| Vanguard Advisers Inc. | 0.00% | Add +4.1% | 179 | $9K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 178 | $9K |
| Register Financial Advisors LLC | 0.00% | Add +1.3% | 161 | $8K |
| Harbor Asset Planning, Inc. | 0.01% | Add +1.3% | 158 | $8K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 157 | $8K |
| Alerus Financial NA | 0.00% | No change | 156 | $8K |
| LifeSteps Financial, Inc. | 0.00% | New | 150 | $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% | 119 | $6K |
| Kingdom Financial Group LLC. | 0.00% | New | 110 | $6K |
| Sims Investment Management, LLC | 0.00% | New | 109 | $6K |
| Caitlin John, LLC | 0.00% | New | 100 | $5K |
| Vision Retirement, LLC | 0.00% | No change | 100 | $5K |
| Syntax Research, Inc. | 0.00% | No change | 99 | $5K |
| GAMMA Investing LLC | 0.00% | No change | 98 | $5K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 77 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 80 | $4K |
| CNB Bank | 0.00% | No change | 69 | $4K |
| American National Bank & Trust | 0.00% | No change | 65 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 61 | $3K |
| Balentine LLC | 0.00% | New | 60 | $3K |
| Olistico Wealth, LLC | 0.00% | No change | 57 | $3K |
| Lummis Asset Management, LP | 0.00% | No change | 55 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 55 | $3K |
| GGM Financial LLC | 0.00% | Reduce -5.4% | 53 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | New | 51 | $3K |
| LRI Investments, LLC | 0.00% | No change | 49 | $3K |
| Sofi Wealth, LLC | 0.00% | Reduce -73.4% | 49 | $3K |
| Bellevue Asset Management, LLC | 0.00% | Add +2.4% | 43 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 41 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 37 | $2K |
| Sunrise Financial Services, LLC | 0.00% | Reduce -97.5% | 23 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 22 | $1K |
| Avion Wealth | 0.00% | No change | 22 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +500.0% | 12 | $628 |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 7 | $367 |
| Elevated Capital Advisors, LLC | 0.00% | No change | 3 | $157 |
| Barclays PLC | 0.00% | No change | 1 | $52 |
"% 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.