Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q2 2026 (June 30)860holders +16
72new positions
62sold out
4famous investors
$46.14avg. 13F price*
At the end of Q2 2026, 860 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 16 from Q1 2026. 72 opened new positions and 62 sold out. The largest holders were Envestnet Asset Management Inc. ($8.3B), Jones Financial Companies LLLP ($4.1B) and BlackRock, Inc. ($3.8B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $101.7M |
| Exits | 62 | $100.2M |
All 13F filers, Q1 2026 → Q2 2026: 162,595,885 shares bought and 11,496,858 shares sold, net +151,099,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 860 holders
| Envestnet Asset Management Inc. | 1.96% | Add +35.3% | 180,011,754 | $8.3B |
| Jones Financial Companies LLLP | 1.62% | Add +9.9% | 87,505,839 | $4.1B |
| BlackRock, Inc. | 0.06% | Add +15.9% | 82,039,260 | $3.8B |
| LPL Financial LLC | 0.65% | Add +31.5% | 62,170,177 | $2.9B |
| Wells Fargo & Company | 0.41% | Add +1.8% | 50,463,381 | $2.3B |
| Northwestern Mutual Wealth Management Co. | 0.82% | Add +10.2% | 33,421,651 | $1.5B |
| Morgan Stanley | 0.08% | Add +19.5% | 31,037,509 | $1.4B |
| JPMorgan Chase & Co. | 0.06% | Add +26.4% | 22,629,549 | $1.0B |
| Mariner, LLC | 1.00% | Add +9.5% | 20,743,278 | $957.3M |
| Envestnet Portfolio Solutions, Inc. | 3.74% | Add +35.1% | 16,937,298 | $781.7M |
| Bank of New York Mellon Corp | 0.11% | Add +31.0% | 14,380,566 | $663.7M |
| Cetera Investment Advisers | 0.56% | Add +32.8% | 13,337,519 | $615.5M |
| Ameriprise Financial Inc. | 0.12% | Add +12.9% | 13,036,714 | $601.3M |
| Park Avenue Securities LLC | 3.72% | Add +44.2% | 12,913,640 | $596.0M |
| MML Investors Services, LLC | 1.07% | Add +57.0% | 11,405,773 | $526.4M |
| Janney Montgomery Scott LLC | 0.94% | Add +37.0% | 10,566,952 | $487.7M |
| OneDigital Investment Advisors LLC | 3.30% | Add +11.7% | 8,476,864 | $391.2M |
| SigFig Wealth Management, LLC | 6.76% | Add +5.1% | 5,503,503 | $254.9M |
| Wealthspire Advisors, LLC | 1.39% | Add +16.0% | 5,483,050 | $253.0M |
| Raymond James Financial Inc. | 0.07% | Add +8.5% | 5,356,065 | $247.2M |
| Kestra Investment Management, LLC | 4.77% | Reduce -30.2% | 5,336,406 | $246.3M |
| United Capital Financial Advisors, LLC | 1.31% | Add +25.2% | 5,132,935 | $236.8M |
| Johnson Financial Group, Inc. | 7.77% | Add +1.3% | 5,120,362 | $236.3M |
| Foundations Investment Advisors, LLC | 2.37% | Add +32.2% | 4,994,324 | $230.5M |
| Royal Bank of Canada | 0.04% | Add +16.1% | 4,987,957 | $230.2M |
| GeoWealth Management, LLC | 6.95% | Add +2.6% | 4,787,854 | $221.0M |
| Bank of America Corp. | 0.01% | Add +81.8% | 4,586,006 | $211.6M |
| NewEdge Advisors, LLC | 0.57% | Add +33.1% | 4,110,503 | $189.7M |
| Stifel Financial Corp. | 0.15% | Add +32.6% | 3,879,099 | $179.0M |
| Savvy Advisors, Inc. | 3.79% | Add +14.9% | 3,842,612 | $177.3M |
| First Command Advisory Services, Inc. | 1.00% | Add +17.0% | 3,635,592 | $167.8M |
| JB Capital LLC | 5.62% | Add +40.0% | 3,518,337 | $162.4M |
| Osaic Holdings, Inc. | 0.18% | Add +19.1% | 3,302,104 | $152.4M |
| Commonwealth Equity Services, LLC | 0.19% | Add +8.2% | 3,207,478 | $148.0M |
| Sanctuary Advisors, LLC | 0.68% | Add +18.7% | 3,165,952 | $146.1M |
| Mason & Associates, LLC | 28.29% | Add +1.7% | 2,945,948 | $136.0M |
| UBS Group AG | 0.02% | Reduce -0.6% | 2,801,996 | $129.3M |
| Farther Finance Advisors, LLC | 0.94% | Add +19.9% | 2,594,856 | $119.8M |
| Thrivent Financial for Lutherans | 0.19% | Add +30.4% | 2,430,055 | $112.3M |
| Victory Capital Management Inc. | 0.06% | No change | 2,397,900 | $110.7M |
| Truist Financial Corp. | 0.13% | Add +31.2% | 2,309,950 | $106.6M |
| Symmetry Partners, LLC | 5.23% | Reduce -1.1% | 2,223,177 | $102.6M |
| Assetmark, Inc. | 0.17% | Add +16.0% | 2,161,917 | $99.8M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +26.7% | 2,054,359 | $94.8M |
| Allworth Financial LP | 0.40% | Reduce -17.6% | 2,025,050 | $93.5M |
| Fifth Third Bancorp | 0.15% | Add +517.4% | 1,980,257 | $91.4M |
| Compass Ion Advisors, LLC | 7.12% | Add +1.9% | 1,789,088 | $82.6M |
| Prime Capital Investment Advisors, LLC | 0.74% | Add +4175.4% | 1,657,922 | $76.5M |
| Sofi Wealth, LLC | 3.00% | Add +4.0% | 1,615,903 | $74.6M |
| Baker Avenue Asset Management, LP | 1.37% | Add +5.4% | 1,561,092 | $72.0M |
| Vise Technologies, Inc. | 0.81% | Add +539.0% | 1,557,969 | $71.9M |
| Global Strategic Investment Solutions, LLC | 6.19% | Add +18.3% | 1,498,899 | $69.2M |
| Integrated Wealth Concepts LLC | 0.45% | Add +12.8% | 1,475,152 | $68.1M |
| PNC Financial Services Group, Inc. | 0.03% | Add +0.8% | 1,467,812 | $67.7M |
| FMR LLC | 0.00% | Add +5.6% | 1,465,036 | $67.6M |
| Affinity Capital Advisors, LLC | 8.16% | Add +5.0% | 1,435,965 | $66.1M |
| Icon Wealth Advisors, LLC | 3.97% | Add +39.2% | 1,428,625 | $65.9M |
| Atria Investments, Inc | 0.64% | Add +28.8% | 1,381,084 | $63.7M |
| SteelPeak Wealth, LLC | 1.67% | Add +26.2% | 1,376,841 | $63.5M |
| Apella Capital, LLC | 0.90% | Add +23.2% | 1,382,574 | $63.3M |
| Kestra Advisory Services, LLC | 0.20% | Add +5.8% | 1,354,854 | $62.5M |
| Stone House Investment Management, LLC | 7.99% | Add +33.3% | 1,302,975 | $60.1M |
| UNIVEST FINANCIAL Corp | 2.90% | Add +16.1% | 1,278,847 | $59.0M |
| Focus Partners Wealth | 0.06% | Reduce -10.1% | 1,214,242 | $56.0M |
| Sharkey, Howes & Javer | 6.69% | Add +21.9% | 1,199,567 | $55.4M |
| Mgo One Seven LLC | 0.92% | Add +37.6% | 1,199,447 | $55.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 5.49% | Add +37.0% | 1,177,018 | $54.3M |
| Integrity Alliance, Llc. | 1.69% | Add +34.3% | 1,161,836 | $53.6M |
| NorthRock Partners, LLC | 0.78% | Reduce -2.8% | 1,158,879 | $53.5M |
| Avidian Wealth Enterprises, LLC | 1.47% | Add +4.3% | 1,146,437 | $52.9M |
| Regions Financial Corp. | 0.31% | Add +7.8% | 1,119,089 | $51.6M |
| Stash Investments, LLC | 16.48% | Add +12.1% | 1,108,163 | $51.1M |
| McMorgan & Co. LLC | 7.64% | Reduce -11.9% | 1,099,343 | $50.7M |
| Advocacy Wealth Management, LLC | 1.83% | Add +168.3% | 1,088,957 | $50.3M |
| Destination Wealth Management | 1.15% | Add +2.4% | 1,069,818 | $49.4M |
| Johnson Bixby & Associates, LLC | 5.28% | Add +5.2% | 1,025,312 | $47.3M |
| Intelligence Driven Advisers, LLC | 7.63% | Add +4.9% | 1,019,072 | $47.0M |
| CreativeOne Wealth, LLC | 1.00% | Reduce -1.7% | 1,008,288 | $46.5M |
| &partners | 0.19% | Reduce -18.2% | 1,005,912 | $46.4M |
| Strategic Blueprint, LLC | 2.31% | Add +30.5% | 1,001,508 | $46.2M |
| Keybank National Association | 0.15% | Add +2.6% | 998,099 | $46.1M |
| JT Stratford LLC | 4.86% | Add +29.9% | 959,075 | $44.3M |
| Cerity Partners LLC | 0.05% | Add +76.0% | 953,130 | $44.0M |
| Horst & Graben Wealth Management LLC | 5.68% | Add +64.7% | 940,182 | $43.2M |
| Orion Porfolio Solutions, LLC | 0.32% | Add +36.5% | 918,375 | $42.4M |
| Perigon Wealth Management, LLC | 0.67% | Add +34.3% | 911,989 | $42.1M |
| Trek Financial, LLC | 2.08% | Add +31.3% | 906,801 | $41.8M |
| Composition Wealth, LLC | 0.48% | Add +9.3% | 890,765 | $41.1M |
| Global Retirement Partners, LLC | 0.62% | — | 879,400 | $40.6M |
| Spire Wealth Management | 1.21% | Reduce -1.1% | 868,483 | $40.1M |
| Arax Advisory Partners | 0.26% | Add +135.4% | 855,023 | $39.5M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +31.3% | 859,965 | $39.3M |
| Wealth Alliance, LLC | 3.22% | Add +48.3% | 833,658 | $38.5M |
| Modern Wealth Management, LLC | 0.46% | Add +51.1% | 831,929 | $38.4M |
| Brookstone Capital Management | 0.38% | Add +46.5% | 826,609 | $38.1M |
| AE Wealth Management LLC | 0.18% | Add +27.5% | 820,107 | $37.8M |
| Baird Financial Group, Inc. | 0.05% | Add +10.7% | 795,259 | $36.7M |
| ONE Advisory Partners, LLC | 9.89% | Add +10.8% | 787,646 | $36.3M |
| Jacobson & Schmitt Advisors, LLC | 5.91% | Reduce -1.7% | 783,510 | $36.2M |
| Elevation Wealth Partners, LLC | 10.74% | Add +12.4% | 777,144 | $35.9M |
| Summit Financial, LLC | 0.39% | Add +7.3% | 766,169 | $35.4M |
| Legacy Financial Group LLC | 3.96% | Add +36.5% | 761,427 | $35.1M |
| Principal Securities, Inc. | 0.42% | Add +23.8% | 760,235 | $35.1M |
| PAX Financial Group, LLC | 5.04% | Add +32.7% | 735,092 | $33.9M |
| Landmark Wealth Management, Inc. | 11.13% | Add +7.2% | 728,740 | $33.6M |
| Compound Planning, Inc. | 0.87% | Add +13.8% | 720,843 | $33.3M |
| Capital Analysts, LLC | 0.76% | Add +54.7% | 715,985 | $33.0M |
| World Investment Advisors | 0.54% | Add +15.9% | 709,293 | $32.7M |
| Regal Investment Advisors LLC | 1.68% | Add +41.8% | 699,010 | $32.3M |
| Diversify Advisory Services, LLC | 0.52% | New | 673,999 | $30.7M |
| Diversify Wealth Management, LLC | 0.52% | Add +35.9% | 673,999 | $30.7M |
| Skyline Advisors, Inc. | 9.42% | Add +16.5% | 650,653 | $30.0M |
| Keystone Financial Services | 7.61% | Add +30.0% | 640,210 | $29.5M |
| One Wealth Advisors, LLC | 3.17% | Add +69.8% | 621,674 | $28.7M |
| Invst, LLC | 2.77% | Add +39.5% | 616,039 | $28.4M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +39.1% | 608,522 | $28.1M |
| Bay Harbor Wealth Management, LLC | 6.26% | Add +27.6% | 588,169 | $27.1M |
| Elevated Financial Group LLC | 7.34% | Add +14.7% | 563,378 | $26.0M |
| Blue Trust, Inc. | 0.27% | Add +15.3% | 557,737 | $25.7M |
| Corient Private Wealth LP | 0.04% | Reduce -4.1% | 552,717 | $25.5M |
| Frisch Financial Group, Inc. | 4.34% | Add +19.7% | 547,658 | $25.3M |
| HighTower Advisors, LLC | 0.02% | Add +11.4% | 542,631 | $25.0M |
| KWB Wealth | 2.11% | Add +19.3% | 533,978 | $24.6M |
| Merit Financial Group, LLC | 0.14% | Add +18.1% | 491,505 | $22.7M |
| Creative Planning | 0.01% | Add +4.5% | 491,465 | $22.7M |
| CFS Investment Advisory Services, LLC | 1.47% | Add +29.8% | 480,540 | $22.1M |
| West Wealth Group, LLC | 3.53% | Add +9.4% | 468,155 | $21.6M |
| WCG Wealth Advisors LLC | 0.50% | Add +26.0% | 461,103 | $21.3M |
| Shared Vision Wealth Group LLC | 7.23% | Add +15.1% | 455,884 | $21.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +3590.9% | 455,121 | $21.0M |
| Stokes Family Office, LLC | 2.36% | Reduce -23.8% | 437,700 | $20.2M |
| EP Wealth Advisors, LLC | 0.08% | Add +543.9% | 437,334 | $20.2M |
| Sovran Advisors, LLC | 1.47% | Add +32.2% | 434,972 | $19.8M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Reduce -1.1% | 427,592 | $19.7M |
| Endeavor Private Wealth, Inc. | 4.71% | Add +35.8% | 419,748 | $19.4M |
| Bank of Hawaii | 0.95% | Add +2.9% | 419,035 | $19.3M |
| Hoxton Planning & Management, LLC | 5.04% | Add +26.7% | 418,886 | $19.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +385.0% | 418,361 | $19.3M |
| Simplicity Wealth,LLC | 0.62% | Add +46.0% | 400,169 | $18.5M |
| Ancora Advisors LLC | 0.36% | Add +35.6% | 400,059 | $18.5M |
| Harbour Investments, Inc. | 0.25% | Add +10.7% | 396,222 | $18.3M |
| Claro Advisors Inc. | 1.90% | Add +15.0% | 392,139 | $18.1M |
| Summit Wealth Partners, LLC | 2.48% | Add +11.7% | 377,530 | $17.4M |
| 5T Wealth, LLC | 6.40% | Add +3.4% | 372,482 | $17.2M |
| Financial Life Advisors | 4.85% | Add +43.8% | 369,768 | $17.1M |
| Valley National Advisers Inc. | 1.86% | Add +2.2% | 362,856 | $16.7M |
| Gateway Wealth Partners, LLC | 0.99% | Reduce -27.7% | 357,713 | $16.5M |
| Forum Private Client Group LLC | 4.89% | Add +2.7% | 355,971 | $16.4M |
| Lodestar Private Asset Management LLC | 1.42% | Add +11.8% | 354,689 | $16.4M |
| Firestone Capital Management | 3.05% | Add +0.8% | 354,450 | $16.4M |
| Kilter Group LLC | 5.85% | Add +88.9% | 350,137 | $16.2M |
| Liberty Wealth Management LLC | 1.98% | No change | 342,830 | $15.8M |
| Susquehanna International Group, LLP | 0.01% | New | 342,279 | $15.8M |
| Cornerstone Planning Group LLC | 1.95% | Add +33.8% | 339,310 | $15.4M |
| VestGen Advisors, LLC | 0.45% | Add +700.5% | 333,795 | $15.4M |
| Elite Financial, Inc. | 6.14% | Add +1.2% | 329,601 | $15.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.1% | 327,135 | $15.1M |
| Founders Financial Alliance, LLC | 1.99% | Add +5796.6% | 324,785 | $15.0M |
| Advus Financial Partners, LLC | 3.37% | Reduce -2.9% | 321,928 | $14.9M |
| Mayflower Financial Advisors, LLC | 1.27% | Add +66.6% | 317,974 | $14.7M |
| Ewa, LLC | 2.68% | Add +15.5% | 317,507 | $14.7M |
| D.A. Davidson & Co. | 0.08% | Reduce -3.8% | 313,806 | $14.5M |
| Citigroup Inc. | 0.01% | Add +367.4% | 311,852 | $14.4M |
| Twin Peaks Wealth Advisors, LLC | 3.24% | Add +51.7% | 310,337 | $14.3M |
| Tiemann Investment Advisors, LLC | 5.12% | Add +1.6% | 306,523 | $14.1M |
| Csenge Advisory Group | 0.57% | Add +38.0% | 303,018 | $14.0M |
| Advisory Services Network, LLC | 0.16% | Add +37.1% | 303,001 | $14.0M |
| Apollon Wealth Management, LLC | 0.17% | Add +37.0% | 302,827 | $14.0M |
| SWP Financial LLC | 6.38% | Add +0.3% | 298,965 | $13.8M |
| One Wealth Capital Management, LLC | 3.87% | Add +65.2% | 294,799 | $13.6M |
| Apeiron RIA LLC | 3.44% | Reduce -34.1% | 290,351 | $13.4M |
| Parr McKnight Wealth Management Group, LLC | 1.57% | Reduce -0.4% | 286,916 | $13.2M |
| Focus Financial Network, Inc. | 0.41% | Add +31.1% | 284,602 | $13.1M |
| WealthShield Partners, LLC | 1.98% | Reduce -2.3% | 279,846 | $12.9M |
| Security Financial Services, INC. | 1.77% | Add +31.8% | 276,857 | $12.8M |
| Tanager Wealth Management LLP | 1.09% | Reduce -9.7% | 272,363 | $12.6M |
| Galvin, Gaustad & Stein, LLC | 0.91% | Add +5.3% | 263,589 | $12.2M |
| Vertex Planning Partners, LLC | 1.80% | Add +106.2% | 262,029 | $12.1M |
| Armor Investment Advisors, LLC | 3.79% | Reduce -0.1% | 256,207 | $11.8M |
| Resolute Wealth Advisor, Inc. | 6.69% | No change | 254,454 | $11.8M |
| Alterna Wealth Management, Inc. | 6.72% | Add +108.9% | 253,902 | $11.7M |
| Atlatl Advisers LLC | 2.73% | Reduce -6.9% | 248,945 | $11.5M |
| Betterment LLC | 0.02% | Add +17.4% | 244,719 | $11.3M |
| Seeds Investor LLC | 1.15% | Reduce -8.6% | 242,729 | $11.2M |
| Elevation Point Wealth Partners, LLC | 0.21% | Add +26.0% | 241,668 | $11.2M |
| Legacy Wealth Partners, LLC | 2.49% | Add +10.1% | 239,969 | $11.1M |
| TSA Wealth Managment LLC | 3.12% | Reduce -4.3% | 239,010 | $11.0M |
| Rothschild Wealth LLC | 0.86% | Add +51.9% | 234,225 | $10.8M |
| PFG Advisors | 0.54% | Reduce -42.0% | 233,566 | $10.8M |
| Client 1ST Advisory Group, LLC | 2.86% | Add +3.1% | 230,945 | $10.7M |
| Bensler, LLC | 0.94% | Reduce -8.9% | 230,170 | $10.6M |
| Leslie Global Wealth, LLC | 4.04% | New | 224,529 | $10.4M |
| Retirement Capital Strategies | 3.52% | Add +2.9% | 219,869 | $10.1M |
| Quattro Financial Advisors LLC | 2.10% | Add +28.9% | 213,089 | $9.8M |
| Cypress Wealth Services, LLC | 1.21% | Add +27.4% | 212,533 | $9.8M |
| Polaris Investment Advisors, LLC | 6.28% | Add +21.3% | 212,398 | $9.8M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +16.1% | 209,211 | $9.7M |
| Kickstand Ventures, Llc. | 1.75% | Add +18.0% | 209,082 | $9.6M |
| Arkadios Wealth Advisors | 0.15% | Reduce -5.4% | 209,045 | $9.6M |
| Triangle Securities Wealth Management | 1.90% | Add +3.8% | 207,159 | $9.6M |
| Orgel Wealth Management, LLC | 0.17% | Reduce -1.8% | 197,945 | $9.1M |
| New Capital Management LP | 2.07% | Add +1.5% | 196,719 | $9.1M |
| Barnes Wealth Management Group, Inc | 4.15% | Add +3.2% | 194,573 | $9.0M |
| Chatterton & Associates Inc. | 5.26% | Add +105.3% | 195,195 | $8.9M |
| Integrity Advisory Solutions, LLC | 0.92% | Add +35.2% | 193,520 | $8.9M |
| Pinion Investment Advisors, LLC | 1.68% | Add +12.6% | 191,311 | $8.8M |
| Lido Advisors, LLC | 0.03% | Add +80.1% | 188,838 | $8.7M |
| Davis Wealth Advisors, LLC | 6.50% | Add +22.1% | 182,131 | $8.4M |
| Independent Financial Group, LLC | 0.15% | Add +24.8% | 179,345 | $8.3M |
| Trivium Point Advisory, LLC | 0.74% | Add +8.7% | 176,585 | $8.1M |
| LifePlan Investment Advisors, Inc. | 2.79% | Add +46.3% | 175,803 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +36.1% | 174,307 | $8.0M |
| J.M. Arbour, LLC | 6.91% | Add +33.4% | 173,800 | $8.0M |
| BCU Wealth Advisors, LLC | 2.65% | Add +35.4% | 172,845 | $8.0M |
| Portfolio Resources Advisor Group, Inc. | 6.73% | Add +39.0% | 172,509 | $8.0M |
| Sagespring Wealth Partners, LLC | 0.12% | Reduce -31.8% | 171,994 | $7.9M |
| Verus Capital Partners, LLC | 0.42% | Add +22.3% | 168,241 | $7.8M |
| B. Riley Wealth Advisors, Inc. | 0.42% | Add +32.2% | 167,394 | $7.8M |
| Royal Fund Management, LLC | 0.64% | Add +4.8% | 166,737 | $7.7M |
| Tradition Wealth Management, LLC | 0.46% | Add +79.2% | 163,704 | $7.6M |
| Snowden Capital Advisors LLC | 0.18% | Add +12.8% | 161,033 | $7.4M |
| J.E. Simmons & Co., P.C. | 4.18% | Add +7.0% | 160,869 | $7.4M |
| Theory Financial LLC | 2.32% | Add +78.8% | 159,643 | $7.4M |
| Yukon Wealth Management, Inc. | 2.09% | Add +1.5% | 158,368 | $7.3M |
| Diversified Portfolios, Inc. | 0.52% | Reduce -1.7% | 155,148 | $7.2M |
| Redwood Investment Management, LLC | 0.71% | Add +63.0% | 154,696 | $7.1M |
| Randall & Associates Wealth Management | 4.41% | Add +8.0% | 154,526 | $7.1M |
| Centurion Wealth Management LLC | 1.70% | Reduce -4.8% | 154,257 | $7.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -6.2% | 153,144 | $7.1M |
| Mutual Advisors, LLC | 0.13% | Add +18.4% | 152,335 | $7.0M |
| Keebeck Wealth Management | 0.68% | Reduce -1.2% | 150,425 | $6.9M |
| Swmg, LLC | 1.63% | Add +46.5% | 151,734 | $6.9M |
| Alliance Private Wealth, LLC | 2.39% | Reduce -9.1% | 149,110 | $6.9M |
| Xena Financial Planning, LLC | 6.55% | Add +6.0% | 147,870 | $6.8M |
| Maridea Wealth Management LLC | 0.73% | Add +11.6% | 145,235 | $6.7M |
| Capital Investment Management, Inc. | 1.98% | Add +45.5% | 139,876 | $6.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.66% | Reduce -21.2% | 139,732 | $6.4M |
| FFG Retirement Advisors LLC | 3.39% | Add +3.5% | 138,732 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -60.4% | 138,718 | $6.4M |
| Lifelong Wealth Advisors, Inc. | 1.47% | Add +78.8% | 135,297 | $6.2M |
| Sax Wealth Advisors, LLC | 0.25% | Reduce -7.9% | 134,724 | $6.2M |
| Conscious Wealth Investments, LLC | 3.17% | Reduce -0.4% | 135,156 | $6.2M |
| Eight 31 Financial, LLC | 3.63% | Add +1.2% | 132,158 | $6.1M |
| Westside Investment Management, Inc. | 0.79% | Add +0.6% | 130,378 | $6.0M |
| Daviman Financial, LLC | 3.31% | Reduce 0.0% | 129,818 | $6.0M |
| Park Place Capital Corp | 0.95% | Add +24.5% | 129,528 | $6.0M |
| JFS Wealth Advisors, LLC | 0.30% | Add +27.2% | 128,757 | $5.9M |
| Two West Capital Advisors LLC | 2.90% | Add +50.4% | 127,755 | $5.8M |
| Continuum Advisory, LLC | 0.46% | Add +19.6% | 122,933 | $5.7M |
| Balefire, LLC | 0.91% | Add +447.0% | 120,307 | $5.6M |
| Able Wealth Management LLC | 1.27% | Add +14.9% | 120,297 | $5.6M |
| Equity Wealth Partners, LLC | 1.99% | New | 119,930 | $5.5M |
| RFG Advisory, LLC | 0.09% | Add +7.1% | 119,805 | $5.5M |
| Clear Creek Financial Management, LLC | 0.35% | Add +8.7% | 119,621 | $5.5M |
| CoreCap Advisors, LLC | 0.16% | Add +38.5% | 117,737 | $5.4M |
| Equitable Holdings, Inc. | 0.03% | Add +1.9% | 113,486 | $5.2M |
| Ignite Planners, LLC | 0.72% | Add +2.4% | 112,592 | $5.2M |
| IFP Advisors, Inc | 0.09% | Reduce -21.8% | 112,010 | $5.2M |
| First Heartland Consultants, Inc. | 0.33% | Add +27.8% | 110,333 | $5.1M |
| M1 Capital Management LLC | 1.84% | Add +105.6% | 108,135 | $5.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.78% | Reduce -28.8% | 107,688 | $5.0M |
| Jane Street Group, LLC | 0.00% | Reduce -55.1% | 107,677 | $5.0M |
| WealthPLAN Partners, LLC | 0.94% | Add +89.6% | 106,293 | $4.9M |
| Heck Capital Advisors, LLC | 0.29% | Reduce -47.9% | 105,140 | $4.9M |
| Absolute Capital Management, LLC | 1.20% | Add +49.4% | 104,161 | $4.8M |
| Shira Ridge Wealth Management | 1.67% | Reduce -9.5% | 103,932 | $4.8M |
| Forte Asset Management LLC | 1.96% | Reduce -0.2% | 103,695 | $4.8M |
| Beacon Capital Management, LLC | 0.69% | New | 101,980 | $4.7M |
| Invesco Ltd. | 0.00% | Add +0.9% | 101,241 | $4.7M |
| WealthPoint Financial, LLC | 3.39% | Add +95.5% | 100,866 | $4.7M |
| Balance Wealth Partners LLC | 1.24% | Add +12.4% | 100,699 | $4.6M |
| Gallagher Fiduciary Advisors, LLC | 0.15% | Reduce -97.0% | 100,158 | $4.6M |
| BOS Asset Management, LLC | 1.07% | Add +19.7% | 99,046 | $4.6M |
| Retirement Wealth Solutions LLC | 2.52% | Add +44.5% | 98,948 | $4.6M |
| B.O.S.S. Retirement Advisors, LLC | 1.22% | Add +10.1% | 97,986 | $4.5M |
| AQR Capital Management | 0.00% | Add +5.9% | 97,818 | $4.5M |
| Saxony Capital Management, LLC | 2.03% | Add +24.4% | 95,847 | $4.4M |
| Cassilly Financial Group LLC | 3.17% | Add +22.4% | 94,541 | $4.4M |
| White Lighthouse Investment Management Inc. | 0.54% | Add +10.8% | 94,329 | $4.4M |
| Venturi Wealth Management, LLC | 0.17% | Add +1.3% | 93,936 | $4.3M |
| Richard W. Paul & Associates, LLC | 1.29% | Add +2.2% | 91,544 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.0% | 91,420 | $4.2M |
| Strategy Asset Managers LLC | 0.62% | Add +17.5% | 89,258 | $4.1M |
| Hopwood Nicholas Hunter | 1.13% | Add +77.4% | 88,956 | $4.1M |
| Advyzon Investment Management, LLC | 0.30% | Add +31.6% | 88,935 | $4.1M |
| Renaissance Technologies | 0.01% | New | 87,500 | $4.0M |
| XY Planning Network, Inc. | 0.50% | Add +80.1% | 87,081 | $4.0M |
| Curtis Wealth Management LLC | 3.40% | Add +33.1% | 87,012 | $4.0M |
| TMB Capital Partners, LLC | 1.23% | Add +6.6% | 85,530 | $3.9M |
| IFG Advisory, LLC | 0.14% | New | 85,435 | $3.9M |
| Prospera Financial Services Inc | 0.06% | Reduce -4.0% | 85,349 | $3.9M |
| Gen-Wealth Partners Inc | 1.09% | Add +51.0% | 85,221 | $3.9M |
| ASL Financial, LLC | 2.73% | Add +2.0% | 83,853 | $3.9M |
| Tempus Wealth Planning, LLC | 0.75% | Add +93.8% | 83,511 | $3.9M |
| Pines Wealth Management, LLC | 1.11% | Add +2.6% | 83,493 | $3.9M |
| Aspire Private Capital, LLC | 0.80% | Add +19.6% | 83,349 | $3.8M |
| Renasant Bank | 2.47% | Reduce -5.4% | 83,135 | $3.8M |
| City National Bank of Florida | 1.59% | Add +9.8% | 82,368 | $3.8M |
| Montecito Bank & Trust | 0.57% | Add +0.4% | 81,997 | $3.8M |
| Talisman Wealth Advisors LLC | 2.81% | Add +934.8% | 81,828 | $3.8M |
| Waverly Advisors, LLC | 0.02% | Reduce -1.7% | 80,565 | $3.7M |
| Genesis Private Wealth, LLC | 1.04% | Reduce -1.6% | 79,884 | $3.7M |
| Worth Financial Advisory Group, LLC | 1.53% | New | 79,433 | $3.7M |
| R. W. Roge & Company, Inc. | 1.55% | No change | 79,421 | $3.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +0.4% | 79,105 | $3.7M |
| Secure Asset Management, LLC | 0.50% | Add +10.3% | 77,580 | $3.6M |
| Transamerica Financial Advisors, LLC | 0.30% | Add +80.3% | 77,338 | $3.6M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +57.9% | 76,409 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +28.7% | 76,158 | $3.5M |
| Western Wealth Management, LLC | 0.11% | Add +5.1% | 75,887 | $3.5M |
| Regimen Wealth, LLC | 0.94% | Reduce -1.8% | 75,655 | $3.5M |
| Sunesis Advisors, LLC | 1.44% | Add +0.8% | 75,655 | $3.5M |
| Range Financial Group LLC | 0.94% | Add +5.9% | 74,642 | $3.4M |
| Arete Wealth Advisors, LLC | 0.23% | Add +10.4% | 74,112 | $3.4M |
| Align Financial, LLC | 1.68% | Reduce -4.7% | 73,175 | $3.4M |
| Merited Wealth, LLC | 2.37% | Add +1135.2% | 72,653 | $3.4M |
| Life Planning Partners, Inc | 2.46% | Reduce -12.0% | 71,639 | $3.3M |
| Signal Advisors Wealth, LLC | 0.17% | Add +31.8% | 71,539 | $3.3M |
| OpenArc Corporate Advisory, LLC | 0.04% | Add +38.6% | 71,377 | $3.3M |
| Sovereign Financial Group, Inc. | 0.50% | Add +39.1% | 70,913 | $3.3M |
| Sound Income Strategies, LLC | 0.14% | Add +8.7% | 69,592 | $3.2M |
| HighPoint Advisor Group LLC | 0.11% | Add +14.6% | 68,948 | $3.2M |
| Sheridan Capital Management, LLC | 1.53% | Add +1.1% | 68,945 | $3.2M |
| US Bancorp \de | 0.00% | Add +136.6% | 68,789 | $3.2M |
| Cary Street Partners Investment Advisory LLC | 0.63% | Add +49.8% | 67,480 | $3.1M |
| Captrust Financial Advisors | 0.00% | Add +22.8% | 67,296 | $3.1M |
| Edgestream Partners, L.P. | 0.09% | New | 66,930 | $3.1M |
| SageGuard Financial Group, LLC | 0.43% | Reduce -53.0% | 66,577 | $3.1M |
| Seneca Financial Advisors LLC | 0.80% | Add +8.4% | 66,428 | $3.1M |
| KFA Private Wealth Group, LLC | 0.74% | Reduce -16.5% | 66,258 | $3.1M |
| FC Advisory LLC | 0.80% | Add +2.2% | 65,789 | $3.0M |
| Geneos Wealth Management Inc. | 0.06% | Add +31.5% | 65,463 | $3.0M |
| Investment Advisory Group, LLC | 0.65% | Add +2.5% | 64,863 | $3.0M |
| Sculati Wealth Management, LLC | 1.00% | Add +4.2% | 65,368 | $3.0M |
| Moneywise, Inc. | 1.12% | Reduce -1.4% | 64,798 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Add +25.1% | 64,173 | $3.0M |
| Argent Trust Co | 0.08% | Add +23.5% | 63,496 | $2.9M |
| Advisory Solutions Group, LLC | 1.00% | — | 63,276 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +0.3% | 62,964 | $2.9M |
| Apollon Financial, LLC | 0.34% | Add +5.6% | 62,631 | $2.9M |
| Fifth Third Securities, Inc. | 0.16% | Add +19.5% | 62,065 | $2.9M |
| W Advisors, LLC | 1.30% | Add +36.0% | 62,058 | $2.9M |
| Professional Financial Advisors, LLC | 0.49% | Add +6.7% | 61,667 | $2.8M |
| Transcend Capital Advisors, LLC | 0.19% | Add +37.9% | 61,587 | $2.8M |
| Kroeger Financial Partners | 2.74% | — | 61,361 | $2.8M |
| Maripau Wealth Management LLC | 1.00% | Add +39.2% | 60,998 | $2.8M |
| RDA Financial Network | 0.61% | Add +83.0% | 60,553 | $2.8M |
| Forefront Wealth Partners, LLC | 0.86% | Reduce -1.6% | 60,374 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +44.4% | 60,133 | $2.8M |
| Hobbs Wealth Management, LLC | 2.34% | Add +67.5% | 59,903 | $2.8M |
| Maia Wealth LLC | 0.40% | Reduce -6.3% | 58,794 | $2.7M |
| M Holdings Securities, Inc. | 0.37% | Add +21.9% | 58,217 | $2.7M |
| Cornerstone Advisors Asset Management, LLC | 0.35% | Reduce -7.0% | 57,342 | $2.6M |
| Capital Square, LLC | 1.16% | Add +1.5% | 57,772 | $2.6M |
| Vision Retirement, LLC | 0.64% | Add +12.8% | 57,214 | $2.6M |
| Firethorn Wealth Partners, LLC | 0.85% | Reduce -7.3% | 56,990 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Add +30.6% | 56,291 | $2.6M |
| Resurgent Financial Advisors LLC | 0.72% | Add +54.4% | 55,822 | $2.6M |
| Patriot Investment Management Group, Inc. | 0.15% | Add +0.0% | 55,389 | $2.6M |
| Sigma Planning Corp | 0.06% | Add +13.5% | 55,332 | $2.6M |
| Blalock Williams, LLC | 1.65% | Add +57.2% | 55,066 | $2.5M |
| Private Trust Co. NA | 0.20% | Add +12.0% | 54,652 | $2.5M |
| Americana Partners, LLC | 0.06% | Add +1.4% | 54,362 | $2.5M |
| EFG International AG | 0.05% | Add +32.0% | 54,337 | $2.5M |
| Merkkuri Wealth Advisors LLC | 1.55% | Add +65.7% | 54,166 | $2.5M |
| Cape Investment Advisory, Inc. | 0.67% | Add +8.2% | 54,060 | $2.5M |
| Smartleaf Asset Management LLC | 0.08% | No change | 53,653 | $2.5M |
| Wealthstar Advisors, LLC | 1.22% | Reduce -0.7% | 53,125 | $2.5M |
| Centaurus Financial, Inc. | 0.10% | Add +551.1% | 53,056 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +17.4% | 52,748 | $2.4M |
| Columbus Macro, LLC | 0.23% | Add +7.3% | 52,294 | $2.4M |
| Visionary Horizons, LLC | 1.00% | Add +33.1% | 51,685 | $2.4M |
| Central Pacific Bank - Trust Division | 0.25% | Reduce -7.4% | 51,498 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +10.3% | 51,169 | $2.4M |
| Mosley Wealth Management | 0.75% | Reduce -75.6% | 51,039 | $2.4M |
| Sutton Place Investors LLC | 1.10% | Add +46.3% | 49,293 | $2.3M |
| Blue Capital, Inc. | 1.44% | Add +87.9% | 49,029 | $2.3M |
| Fiscal Wisdom Wealth Management, LLC | 1.87% | Add +42.0% | 47,728 | $2.2M |
| WealthTrak Capital Management LLC | 1.45% | Add +125.3% | 47,643 | $2.2M |
| BridgePort Financial Solutions, LLC | 0.56% | Add +53.2% | 47,384 | $2.2M |
| World Equity Group, Inc. | 0.49% | Add +39.4% | 47,087 | $2.2M |
| Madson Wealth Advisors Inc | 1.47% | Reduce -4.9% | 47,003 | $2.2M |
| Beacon Financial Advisory LLC | 0.42% | Add +54.4% | 46,020 | $2.1M |
| Leavell Investment Management, Inc. | 0.08% | Add +9.1% | 45,986 | $2.1M |
| Legacy Edge Advisors, LLC | 0.19% | Add +23.9% | 45,923 | $2.1M |
| Golden State Wealth Management, LLC | 0.19% | Add +81.4% | 45,309 | $2.1M |
| Triad Wealth Partners, LLC | 0.12% | Add +1.5% | 45,878 | $2.1M |
| Kovack Advisors, Inc. | 0.10% | Add +7.4% | 44,957 | $2.1M |
| Ascentis Wealth Management, LLC | 0.35% | Reduce -4.7% | 44,765 | $2.1M |
| Hamrick Investment Counsel, llc | 1.35% | No change | 44,000 | $2.0M |
| LongView Wealth Management | 0.52% | Add +50.2% | 43,961 | $2.0M |
| VestGen Investment Management | 1.06% | Add +16.6% | 43,178 | $2.0M |
| Parallel Advisors, LLC | 0.03% | Add +11.3% | 42,451 | $2.0M |
| Mather Group, Llc. | 0.02% | Add +40.8% | 42,427 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +37.3% | 42,411 | $2.0M |
| FWG Investments, LLC. | 1.03% | Add +34.3% | 42,136 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | New | 42,029 | $1.9M |
| Hoese & Co LLP | 1.26% | Reduce -3.0% | 41,966 | $1.9M |
| LPWM LLC | 0.43% | Add +7.0% | 41,822 | $1.9M |
| Rossby Financial, LCC | 0.35% | Reduce -24.0% | 41,466 | $1.9M |
| Inspire Advisors, LLC | 0.13% | Reduce -5.8% | 39,895 | $1.8M |
| Cooper Financial Group | 0.15% | Add +12.3% | 39,882 | $1.8M |
| CAP Partners, LLC | 0.87% | Add +13.1% | 38,389 | $1.8M |
| Creative Financial Designs Inc. | 0.08% | Add +2.8% | 38,298 | $1.8M |
| Nwam LLC | 0.09% | Add +40.6% | 37,547 | $1.7M |
| Targeted Financial Services LLC | 1.28% | Reduce -33.0% | 37,481 | $1.7M |
| MSH Capital Advisors LLC | 0.30% | Add +32.1% | 36,897 | $1.7M |
| Kelly Financial Services LLC | 0.36% | Add +25.9% | 36,806 | $1.7M |
| Latitude Advisors, LLC | 0.67% | Add +20.4% | 36,617 | $1.7M |
| Brookwood Investment Group LLC | 0.19% | Reduce -12.7% | 36,088 | $1.7M |
| Northstar Financial Companies, Inc. | 1.12% | Add +50.6% | 35,960 | $1.7M |
| Arwa LLC | 0.69% | Add +5.3% | 36,242 | $1.7M |
| OMNI 360 Wealth, Inc. | 0.76% | Add +31.4% | 35,775 | $1.7M |
| Zenith Solutions, Inc. | 1.49% | — | 35,741 | $1.6M |
| Hershey Financial Advisers, LLC | 1.17% | Add +19.4% | 35,438 | $1.6M |
| Quotient Wealth Partners, LLC | 0.04% | Add +7.7% | 34,915 | $1.6M |
| Moors & Cabot, Inc. | 0.06% | Add +39.0% | 34,612 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -72.8% | 34,605 | $1.6M |
| Vested Financial Planning, LLC | 1.06% | Add +3.0% | 34,155 | $1.6M |
| LiftPoint Family Wealth Advisors LLC | 1.06% | Add +43.7% | 33,868 | $1.6M |
| Farrell Financial LLC | 0.84% | Add +18.2% | 33,783 | $1.6M |
| RCS Financial Planning, LLC | 0.73% | Add +19.4% | 33,269 | $1.5M |
| Argent Advisors, Inc. | 0.38% | Add +3.4% | 33,189 | $1.5M |
| Wealthgarden F.S. LLC | 0.86% | Add +40.1% | 32,897 | $1.5M |
| Lockerman Financial Group, Inc. | 2.30% | Add +83.4% | 32,635 | $1.5M |
| LCW Services, LLC | 0.66% | Reduce -7.6% | 32,589 | $1.5M |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.7% | 32,545 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +23.3% | 31,831 | $1.5M |
| Aspiriant, LLC | 0.04% | Add +87.2% | 31,528 | $1.5M |
| Spectrum Planning & Advisory Services Inc. | 0.65% | Reduce -5.1% | 31,503 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -3.7% | 30,643 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +26.1% | 30,478 | $1.4M |
| Caliber Wealth Management, LLC / KS | 0.14% | Add +61.4% | 30,336 | $1.4M |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -2.6% | 30,286 | $1.4M |
| MN Wealth Advisors, LLC | 0.59% | Add +29.1% | 30,213 | $1.4M |
| Asempa Wealth Advisors | 1.05% | Add +23.6% | 29,869 | $1.4M |
| Klaas Financial Asset Advisors, LLC | 0.17% | Add +0.1% | 29,584 | $1.4M |
| Foster Group, Inc. | 0.04% | Reduce -2.0% | 29,522 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Add +36.8% | 29,106 | $1.3M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -7.0% | 28,984 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.35% | Add +19.6% | 28,685 | $1.3M |
| Archer Investment Management, LLC | 0.45% | Reduce -44.7% | 28,591 | $1.3M |
| Northland Securities, Inc. | 0.76% | Add +34.8% | 28,385 | $1.3M |
| Quartz Partners, LLC | 0.43% | Add +40.4% | 28,231 | $1.3M |
| Ascent Group, LLC | 0.04% | Add +72.8% | 28,089 | $1.3M |
| Joule Financial, LLC | 0.35% | Add +15.5% | 28,030 | $1.3M |
| GWN Securities Inc. | 0.21% | Add +28.8% | 27,704 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +8.6% | 27,673 | $1.3M |
| WBH Advisory Inc. | 0.09% | Reduce -8.0% | 27,546 | $1.3M |
| Meridian Wealth Partners, LLC | 0.15% | Add +27.2% | 26,791 | $1.2M |
| Aprio Wealth Management, LLC | 0.06% | Add +0.1% | 26,543 | $1.2M |
| Lifeworks Advisors, LLC | 0.13% | Add +29.2% | 26,111 | $1.2M |
| StoneX Group Inc. | 0.05% | Add +489.7% | 26,078 | $1.2M |
| Noble Wealth Partners LLC | 1.03% | — | 25,807 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.28% | Reduce -0.2% | 25,701 | $1.2M |
| Marino, Stram & Associates LLC | 0.19% | Add +1.5% | 25,664 | $1.2M |
| Bleakley Financial Group, LLC | 0.01% | Add +26.4% | 25,127 | $1.2M |
| KERR FINANCIAL PLANNING Corp | 1.29% | Reduce -2.0% | 25,052 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +29.6% | 24,891 | $1.1M |
| RCW Management, LLC | 1.02% | Add +2.3% | 24,760 | $1.1M |
| Old North State Trust, LLC | 0.58% | Reduce -23.3% | 24,550 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -12.1% | 24,542 | $1.1M |
| Perennial Investment Advisors, LLC | 0.08% | Add +30.6% | 24,384 | $1.1M |
| Vantus Wealth LLC | 0.60% | — | 24,064 | $1.1M |
| Morris Financial Concepts, Inc. | 0.34% | Add +3.4% | 23,865 | $1.1M |
| Raleigh Capital Management Inc. | 0.35% | Add +55.3% | 23,779 | $1.1M |
| Strategies Wealth Advisors, LLC | 0.10% | New | 23,646 | $1.1M |
| Cahill Financial Advisors Inc. | 0.10% | Add +3.2% | 23,564 | $1.1M |
| PKS Advisory Services, LLC | 0.17% | Add +103.4% | 23,521 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.7% | 23,512 | $1.1M |
| Richardson Financial Services Inc. | 0.61% | Add +1.4% | 23,222 | $1.1M |
| FLP Wealth Management, LLC | 1.90% | Add +65.3% | 23,146 | $1.1M |
| Parkway Wealth Management Group, LLC | 0.12% | Add +9.5% | 23,142 | $1.1M |
| Keystone Wealth Services, LLC | 0.20% | Reduce -10.6% | 23,112 | $1.1M |
| LexAurum Advisors, LLC | 0.12% | Add +2.5% | 23,063 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.44% | Add +67.6% | 22,958 | $1.1M |
| Detalus Advisors, LLC | 0.21% | Reduce -2.7% | 22,838 | $1.1M |
| Acorn Creek Capital LLC | 0.35% | Add +14.7% | 22,728 | $1.0M |
| Magnolia Capital Advisors LLC | 0.18% | Add +2.7% | 22,694 | $1.0M |
| Alta Wealth Advisors LLC | 0.28% | Add +3.8% | 22,630 | $1.0M |
| Sovereign Investment Advisors, LLC | 0.19% | No change | 22,236 | $1.0M |
| SageView Advisory Group, LLC | 0.03% | Add +9.8% | 22,202 | $1.0M |
| 17 Capital Partners, LLC | 0.46% | Reduce -10.8% | 22,177 | $1.0M |
| Sowell Financial Services LLC | 0.03% | Add +15.9% | 21,773 | $1.0M |
| Heritage Family Offices, LLP | 0.38% | Reduce -10.6% | 21,344 | $985K |
| Pacific Excel Wealth Advisors, Inc. | 0.38% | New | 21,344 | $985K |
| Eq LLC | 0.24% | Add +0.4% | 21,335 | $985K |
| Stirlingshire Investments, Inc. | 0.73% | Add +3.8% | 21,209 | $980K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +57.9% | 21,175 | $977K |
| Main Street Financial Solutions, LLC | 0.06% | New | 21,105 | $974K |
| Payne Capital LLC | 0.81% | No change | 21,054 | $972K |
| Fulcrum Equity Management | 0.78% | Add +78.5% | 20,948 | $967K |
| Windward Private Wealth Management Inc. | 0.31% | Reduce -5.2% | 20,926 | $966K |
| Empirical Asset Management, LLC | 0.21% | Add +62.5% | 20,365 | $940K |
| Elevation Wealth Management LLC | 0.70% | Add +4.4% | 20,217 | $933K |
| Kelly Financial Group LLC | 0.21% | Add +1.3% | 20,164 | $931K |
| Petros Family Wealth, LLC | 0.57% | Reduce -5.3% | 20,161 | $930K |
| Semus Wealth Partners LLC | 0.44% | Add +54.0% | 19,813 | $914K |
| Accurate Wealth Management, LLC | 0.09% | Add +5.5% | 19,901 | $910K |
| Stephens Inc. | 0.01% | Reduce -9.2% | 19,705 | $909K |
| Oregon Pacific Wealth Management, LLC | 0.85% | Add +13.0% | 19,696 | $909K |
| Tsfg, LLC | 0.11% | Reduce -2.0% | 19,473 | $899K |
| Patton Albertson Miller Group, LLC | 0.09% | Reduce -20.9% | 19,434 | $897K |
| Capital Asset Managemnet, LLC | 2.00% | Reduce -61.6% | 19,253 | $889K |
| Prosperity Consulting Group, LLC | 0.03% | Add +18.0% | 19,234 | $888K |
| Centerline Wealth Advisors, LLC | 0.28% | Reduce -76.2% | 19,079 | $881K |
| Oppenheimer & Co. Inc. | 0.01% | Add +16.2% | 18,987 | $876K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +42.6% | 18,717 | $864K |
| Spinnaker Investment Group, LLC | 0.14% | New | 18,575 | $857K |
| Silverleafe Capital Partners, LLC | 0.23% | Add +0.9% | 18,464 | $852K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | No change | 18,345 | $847K |
| Oxinas Partners, LLC | 0.33% | Add +2.2% | 17,934 | $828K |
| International Assets Investment Management, LLC | 0.05% | Add +25.8% | 17,884 | $821K |
| CV Advisors LLC | 0.15% | New | 17,687 | $813K |
| Essential Planning, LLC. | 0.23% | Reduce -5.8% | 17,581 | $811K |
| Aegis Wealth Management, Inc. | 0.52% | Add +42.8% | 17,553 | $810K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +47.6% | 17,481 | $807K |
| Hill Island Financial LLC | 0.17% | Add +6.1% | 17,456 | $806K |
| Twelve Points Wealth Management LLC | 0.16% | Reduce -17.1% | 17,048 | $787K |
| Wealth Group Ltd | 0.15% | Reduce -9.3% | 17,005 | $785K |
| Avion Wealth | 0.15% | New | 16,905 | $780K |
| XTX Topco Ltd | 0.01% | New | 16,878 | $779K |
| Appleton Partners Inc. | 0.05% | Add +0.9% | 16,833 | $777K |
| Lansing Street Advisors | 0.17% | Add +0.8% | 16,826 | $776K |
| Veridan Wealth LLC | 0.27% | Reduce -91.3% | 16,736 | $772K |
| PFG Investments, LLC | 0.03% | Add +9.9% | 16,620 | $767K |
| Andina Capital Management, LLC | 1.26% | New | 16,577 | $765K |
| Northern Trust Corp. | 0.00% | Reduce -21.2% | 16,450 | $759K |
| Novus Advisors, LLC | 1.58% | Add +5.0% | 16,392 | $756K |
| MCF Advisors LLC | 0.03% | No change | 16,115 | $744K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -50.9% | 16,028 | $740K |
| Gotham Asset Management | 0.00% | Add +4.3% | 15,967 | $737K |
| Midwest Financial Network, LLC | 0.50% | New | 15,788 | $729K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +9.0% | 15,528 | $717K |
| Sapient Capital LLC | 0.01% | New | 15,494 | $715K |
| Capital Advisor Network LLC | 0.89% | Add +21.4% | 15,408 | $711K |
| Davidson Trust Co. | 0.27% | No change | 15,071 | $696K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +11.0% | 14,914 | $688K |
| Savant Capital, LLC | 0.00% | New | 14,690 | $678K |
| TrueWealth Advisors, LLC | 0.15% | Add +23.5% | 14,569 | $672K |
| Centennial Advisors, LLC | 0.79% | Add +89.3% | 14,339 | $662K |
| HUB Investment Partners, LLC | 0.01% | Reduce -7.7% | 13,936 | $643K |
| Lloyd Advisory Services, LLC. | 0.25% | Add +39.5% | 13,931 | $643K |
| Avantra Family Wealth, Inc. | 0.41% | Reduce -8.9% | 13,753 | $635K |
| Insight Wealth Partners, LLC | 0.09% | Reduce -32.0% | 13,747 | $634K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -11.8% | 13,649 | $630K |
| Brand Asset Management Group, Inc. | 0.14% | Add +27.6% | 13,570 | $626K |
| LifeGoal Investments, LLC | 0.29% | Add +16.7% | 13,529 | $624K |
| CFO4Life Group, LLC | 0.08% | No change | 13,418 | $619K |
| Western Financial Corp | 0.18% | Add +28.9% | 13,400 | $618K |
| Flagstar Securities, Inc. | 0.19% | Add +15.6% | 13,372 | $617K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -16.3% | 13,293 | $613K |
| Belpointe Asset Management LLC | 0.02% | Reduce -16.3% | 13,293 | $613K |
| Evergreen Capital Management LLC | 0.01% | No change | 12,989 | $599K |
| Cahaba Wealth Management, Inc. | 0.04% | Reduce -1.3% | 12,925 | $596K |
| Shepherd Street Advisors LLC | 0.52% | Add +17.7% | 13,032 | $596K |
| Cresset Asset Management, LLC | 0.00% | Reduce -32.7% | 12,894 | $595K |
| River's Edge Wealth Management, LLC | 0.52% | Reduce -2.3% | 12,955 | $593K |
| HORAN Wealth, LLC | 0.07% | Add +115.4% | 12,672 | $585K |
| Roger Wittlin Investment Advisory, LLC | 0.46% | Add +1.1% | 12,665 | $584K |
| Scarborough Advisors, LLC | 0.07% | Reduce -4.1% | 12,646 | $582K |
| Rehmann Capital Advisory Group | 0.03% | Add +15.1% | 12,523 | $578K |
| Valpey Financial Services, LLC | 0.34% | Reduce -1.6% | 12,492 | $577K |
| Atwater Malick LLC | 0.13% | Add +77.0% | 12,449 | $575K |
| Cadia Private Client LLC | 0.41% | Add +0.0% | 12,323 | $569K |
| Tenet Wealth Partners, LLC | 0.42% | — | 12,462 | $568K |
| Davidson Investment Advisors | 0.02% | Add +1.9% | 12,237 | $565K |
| Phillips Financial Management, LLC | 0.04% | Reduce -50.4% | 12,209 | $563K |
| Sanchez Gaunt Capital Management, LLC | 0.31% | Add +23.9% | 11,910 | $550K |
| Ameriflex Group, Inc. | 0.22% | Add +3.0% | 11,910 | $550K |
| Precision Wealth Strategies, LLC | 0.16% | Reduce -0.5% | 11,773 | $543K |
| New Republic Capital, LLC | 0.13% | Add +26.7% | 11,768 | $543K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +56.8% | 11,655 | $538K |
| PUREfi Wealth, LLC | 0.29% | Add +4.2% | 11,573 | $534K |
| GatePass Capital, LLC | 0.21% | Reduce -11.2% | 11,553 | $533K |
| A4 Wealth Advisors LLC | 0.36% | Add +24.9% | 11,525 | $532K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -45.3% | 11,308 | $522K |
| BAM Wealth Management, LLC | 0.33% | Add +70.3% | 11,258 | $520K |
| Entrewealth, LLC | 0.19% | New | 11,357 | $516K |
| Old Mission Capital LLC | 0.01% | Add +139.9% | 11,106 | $513K |
| SMART Wealth LLC | 0.11% | Add +116.4% | 11,065 | $511K |
| IMA Advisory Services, Inc. | 0.03% | New | 11,039 | $509K |
| Independent Wealth Network Inc. | 0.13% | Add +55.1% | 10,940 | $505K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 10,893 | $503K |
| TRUE Private Wealth Advisors | 0.04% | Add +42.3% | 10,851 | $501K |
| Tarbox Family Office, Inc. | 0.07% | Reduce -20.0% | 10,822 | $499K |
| Bank of Montreal | 0.00% | Reduce -5.1% | 10,781 | $498K |
| Beacon Financial Group | 0.05% | Add +79.7% | 10,772 | $497K |
| Sfmg, LLC | 0.03% | Add +2.1% | 10,679 | $493K |
| TFB Advisors LLC | 0.22% | Add +24.0% | 10,587 | $489K |
| Key Capital Management, INC | 0.24% | Add +107.4% | 10,269 | $474K |
| Braun-Bostich & Associates Inc. | 0.26% | New | 10,242 | $473K |
| Ridgeline Wealth, LLC | 0.27% | No change | 10,010 | $462K |
| Midwest Trust Co | 0.01% | Reduce -6.3% | 9,946 | $459K |
| PSI Advisors, LLC | 0.10% | Add +82.3% | 9,759 | $450K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +5.8% | 9,532 | $440K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 9,478 | $437K |
| Kingdom Financial Group LLC. | 0.11% | Reduce -6.0% | 9,394 | $434K |
| Opal Wealth Advisors, LLC | 0.09% | Add +39.9% | 9,339 | $431K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +10.8% | 9,299 | $429K |
| Atlas Brown,Inc. | 0.11% | Add +79.8% | 9,271 | $428K |
| Howe & Rusling Inc. | 0.02% | Add +15.3% | 9,257 | $427K |
| Tennessee Valley Asset Management Partners | 0.05% | Add +33.9% | 9,205 | $425K |
| Cogent Private Wealth, Inc. | 0.26% | Reduce -2.9% | 9,147 | $422K |
| Ethos Capital Management, Inc. | 0.30% | Reduce -11.1% | 9,043 | $417K |
| Pacific Financial Group Inc. | 0.20% | Add +27.5% | 8,895 | $411K |
| Lane Brothers & Co. Inc. | 0.27% | Reduce -23.9% | 8,883 | $410K |
| Strategic Financial Services, Inc. | 0.02% | No change | 8,812 | $407K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -31.3% | 8,779 | $405K |
| Fiduciary Financial Advisors | 0.04% | New | 8,761 | $404K |
| Keystone Financial Group | 0.02% | Add +0.3% | 8,605 | $397K |
| Spinnaker Trust | 0.02% | No change | 8,593 | $397K |
| Trilogy Capital Inc. | 0.02% | Add +20.2% | 8,589 | $396K |
| 180 Wealth Advisors, LLC | 0.04% | Add +30.9% | 8,546 | $394K |
| Family Capital Trust Co | 0.13% | No change | 8,502 | $392K |
| Viaable, LLC | 0.32% | — | 8,479 | $391K |
| Financial Partners Group, Inc | 0.04% | Add +0.4% | 8,404 | $388K |
| Evolution Wealth Management Inc. | 0.22% | Reduce -11.6% | 8,269 | $382K |
| CBM Financial, LLC | 0.22% | Reduce -0.8% | 8,171 | $374K |
| TCP Asset Management, LLC | 0.04% | Reduce -1.3% | 8,083 | $373K |
| Trinity Wealth Management, LLC | 0.12% | New | 8,034 | $371K |
| Genesis Wealth Advisors, LLC | 0.22% | Reduce -8.5% | 7,959 | $367K |
| Kathmere Capital Management, LLC | 0.02% | Add +1.0% | 7,910 | $365K |
| Keenan, LLC | 0.26% | Reduce -50.3% | 7,831 | $361K |
| HB Wealth Management, LLC | 0.00% | Add +15.3% | 7,792 | $360K |
| SC&H Financial Advisors, Inc. | 0.05% | Add +0.3% | 7,765 | $358K |
| Asset One Wealth Management LLC | 0.04% | No change | 7,816 | $358K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -86.9% | 7,698 | $355K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 7,663 | $354K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 7,613 | $351K |
| Advisor OS, LLC | 0.02% | Add +0.1% | 7,588 | $350K |
| Riverbend Wealth Management, LLC | 0.18% | Add +31.9% | 7,556 | $349K |
| Sequent Planning LLC | 0.07% | Add +29.3% | 7,515 | $347K |
| Commerce Bank | 0.00% | Reduce -4.5% | 7,445 | $344K |
| Stonebridge Financial Group, LLC | 0.05% | — | 7,435 | $343K |
| City State Bank | 0.08% | Reduce -0.1% | 7,377 | $340K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -3.8% | 7,334 | $338K |
| Proactive Wealth Strategies LLC | 0.05% | Add +8.0% | 7,326 | $338K |
| Uptick Partners, LLC | 0.05% | Reduce -28.9% | 7,228 | $334K |
| Lanark Financial, Inc. | 0.02% | Add +5.5% | 7,212 | $333K |
| NewEdge Wealth, LLC | 0.00% | Add +7.6% | 7,141 | $330K |
| Novem Group | 0.03% | Reduce -2.0% | 7,127 | $329K |
| Victory Financial Group, LLC | 0.03% | New | 7,010 | $324K |
| Vermillion & White Wealth Management Group, LLC | 0.16% | No change | 7,005 | $323K |
| Torrey-Payne Wealth Management, LLC | 0.26% | No change | 6,976 | $322K |
| NBT Bank, N.A. | 0.02% | Reduce -64.2% | 6,948 | $321K |
| Orcam Financial Group | 0.16% | No change | 6,943 | $320K |
| Flagship Private Wealth, LLC | 0.11% | Add +0.0% | 6,900 | $318K |
| LifeSteps Financial, Inc. | 0.15% | New | 6,839 | $316K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 6,833 | $315K |
| Freedom Investment Management, Inc. | 0.09% | Add +36.1% | 6,780 | $313K |
| TD Private Client Wealth LLC | 0.01% | Reduce -21.9% | 6,774 | $313K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -53.2% | 6,730 | $311K |
| ETF Store, Inc. | 0.26% | Reduce -5.1% | 6,671 | $308K |
| Fisher Asset Management | 0.00% | Reduce -5.4% | 6,640 | $306K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +71.3% | 6,621 | $306K |
| Global Financial Private Client, LLC | 0.08% | Reduce -14.7% | 6,587 | $304K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +3.3% | 6,583 | $304K |
| Independent Advisor Alliance | 0.01% | Reduce -97.2% | 6,465 | $298K |
| Winthrop Advisory Group LLC | 0.02% | New | 6,463 | $298K |
| Soros Capital Management LLC | 0.05% | No change | 6,436 | $297K |
| Islay Capital Management, LLC | 0.14% | New | 6,392 | $295K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -23.5% | 6,369 | $294K |
| Strategic Equity Management | 0.10% | New | 6,346 | $293K |
| Choreo, LLC | 0.00% | Reduce -17.8% | 6,335 | $292K |
| Fermata Advisors, LLC | 0.06% | Reduce -4.7% | 6,308 | $291K |
| Valtrion Capital Management, LLC | 0.21% | Reduce -9.6% | 6,254 | $289K |
| Keel Point, LLC | 0.02% | New | 6,233 | $288K |
| Facet Wealth, Inc. | 0.00% | Reduce -0.5% | 6,199 | $286K |
| Bellwether Advisors, LLC | 0.04% | No change | 6,161 | $284K |
| Huntington National Bank | 0.00% | Add +10.2% | 6,115 | $282K |
| Magnolia Private Wealth, LLC | 0.15% | Add +35.3% | 6,094 | $281K |
| Arlington Trust Co LLC | 0.02% | Reduce -6.6% | 6,066 | $280K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -61.7% | 5,943 | $274K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 5,939 | $274K |
| Madison Wealth Partners, Inc | 0.03% | Reduce -26.1% | 5,932 | $274K |
| Alpha Financial Partners LLC | 0.14% | New | 5,926 | $274K |
| Apex Wealth Management, LLC | 0.17% | Add +0.4% | 5,924 | $273K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 5,923 | $273K |
| MAI Capital Management | 0.00% | Add +9.2% | 5,921 | $273K |
| Financial Discovery Group Inc. | 0.57% | New | 5,823 | $269K |
| Noesis Capital Mangement Corp. | 0.03% | No change | 5,789 | $267K |
| BDFS Capital LLC | 0.12% | Reduce -2.0% | 5,763 | $266K |
| Pointe Capital Management LLC | 0.12% | No change | 5,710 | $264K |
| Financial Sense Advisors, Inc. | 0.06% | Add +29.7% | 5,662 | $261K |
| Cibc World Market Inc. | 0.00% | Add +0.3% | 5,654 | $261K |
| Total Investment Management Inc. | 0.03% | Reduce -1.8% | 5,599 | $254K |
| Darden Wealth Group Inc | 0.10% | Reduce -0.1% | 5,483 | $253K |
| Plan Group Financial, LLC | 0.05% | Reduce -27.8% | 5,472 | $253K |
| Successful Portfolios LLC | 0.12% | Reduce -0.0% | 5,489 | $251K |
| Fortune Financial Advisors, LLC | 0.11% | Add +0.3% | 5,421 | $250K |
| Stevens Capital Partners | 0.05% | New | 5,414 | $250K |
| Arcadia Wealth Management, LLC | 0.08% | New | 5,320 | $246K |
| Interchange Capital Partners, LLC | 0.05% | Reduce -44.9% | 5,236 | $242K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 5,211 | $240K |
| Brio Consultants, LLC | 0.03% | Add +0.0% | 5,188 | $239K |
| Acorn Financial Advisory Services Inc. | 0.03% | Add +5.9% | 5,158 | $238K |
| Quad-Cities Investment Group, LLC | 0.09% | Add +3.0% | 5,140 | $237K |
| Cary Street Partners Financial LLC | 0.01% | Add +14.6% | 5,130 | $237K |
| Impact Capital Partners LLC | 0.06% | Reduce -9.4% | 5,113 | $236K |
| Members Trust Co | 0.01% | No change | 5,100 | $235K |
| Parsons Capital Management Inc. | 0.01% | New | 5,061 | $234K |
| Silverlake Wealth Management LLC | 0.04% | New | 5,037 | $232K |
| Magnus Financial Group LLC | 0.02% | New | 5,024 | $232K |
| Glass Wealth Management Co LLC | 0.08% | New | 5,022 | $232K |
| Sei Investments Co. | 0.00% | Add +7.9% | 5,017 | $232K |
| Chesley Taft & Associates LLC | 0.01% | New | 4,983 | $230K |
| Strathmore Capital Advisors, Inc. | 0.06% | Reduce -18.6% | 5,039 | $230K |
| Altiora Financial Group, LLC | 0.04% | No change | 4,964 | $229K |
| Brown Advisory Inc. | 0.00% | New | 4,958 | $229K |
| Avior Wealth Management, LLC | 0.01% | No change | 4,877 | $225K |
| Empower Advisory Group, LLC | 0.00% | New | 4,877 | $225K |
| United Community Bank | 0.07% | No change | 4,866 | $225K |
| Stewardship Advisors, LLC | 0.05% | New | 4,848 | $224K |
| Castle Wealth Management LLC | 0.07% | New | 4,783 | $221K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 4,755 | $219K |
| Avail Investment Partners, LLC | 0.17% | No change | 4,684 | $216K |
| Investment Research Partners LLC | 0.07% | No change | 4,684 | $216K |
| Bridgewealth Advisory Group, LLC | 0.04% | No change | 4,564 | $211K |
| Wellington-Altus USA Inc. | 0.15% | Reduce -49.0% | 4,545 | $210K |
| Citrine Capital LLC | 0.08% | Add +0.2% | 4,527 | $209K |
| First American Trust, FSB | 0.01% | New | 4,469 | $206K |
| XML Financial, LLC | 0.01% | Add +1.0% | 4,466 | $206K |
| National Bank of Canada | 0.00% | No change | 4,387 | $202K |
| Bison Wealth, LLC | 0.02% | Reduce -5.0% | 4,376 | $201K |
| Impact Partnership Wealth, LLC | 0.02% | New | 4,351 | $201K |
| Gilbert & Cook, Inc. | 0.02% | No change | 4,344 | $200K |
| Corsicana & Co. | 0.10% | Reduce -6.8% | 4,275 | $197K |
| Signature Equity Partners, LLC | 0.09% | Add +184.6% | 4,254 | $196K |
| Harbor Investment Advisory, LLC | 0.01% | Add +72.1% | 3,785 | $175K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.7% | 3,640 | $168K |
| Qube Research & Technologies Ltd | 0.00% | Add +74.4% | 3,386 | $156K |
| MeadowBrook Investment Advisors LLC | 0.12% | No change | 3,266 | $151K |
| Financial Management Professionals, Inc. | 0.01% | No change | 3,243 | $150K |
| Tucker Asset Management LLC | 0.04% | Reduce -23.9% | 3,078 | $142K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 3,071 | $142K |
| Quest 10 Wealth Builders, Inc. | 0.11% | Add +2.6% | 2,969 | $137K |
| Colonial Trust Co / SC | 0.02% | No change | 2,809 | $130K |
| CVA Family Office, LLC | 0.01% | Add +1.5% | 2,715 | $125K |
| Finley Financial, LLC | 0.05% | No change | 2,700 | $125K |
| Key Financial Inc | 0.02% | Reduce -3.2% | 2,679 | $124K |
| Godfrey Financial Associates, Inc. | 0.09% | Add +4.0% | 2,609 | $120K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -2.6% | 2,512 | $116K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +0.0% | 2,438 | $113K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -5.0% | 2,261 | $104K |
| Thompson Investment Management, Inc. | 0.01% | Reduce -25.4% | 2,200 | $102K |
| Regatta Research & Money Management | 0.09% | — | 2,169 | $100K |
| Imprint Wealth LLC | 0.40% | Add +8520.0% | 2,155 | $99K |
| Wagner Wealth Management, LLC | 0.02% | New | 1,998 | $92K |
| Private Wealth Asset Management, LLC | 0.01% | Add +33.7% | 1,971 | $91K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -50.9% | 1,959 | $90K |
| Montgomery Financial Services LLC | 0.08% | — | 1,930 | $89K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +2.0% | 1,849 | $85K |
| Tompkins Financial Corp. | 0.01% | No change | 1,735 | $80K |
| West Paces Advisors Inc. | 0.01% | Reduce -9.8% | 1,563 | $72K |
| Archer Investment Corp | 0.01% | Add +7350.0% | 1,490 | $69K |
| Bravera Wealth | 0.03% | No change | 1,483 | $68K |
| Cordant, Inc. | 0.02% | New | 1,432 | $66K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 1,334 | $62K |
| SHP Wealth Management | 0.00% | Add +13.0% | 1,305 | $60K |
| Advocate Investing Services LLC | 0.05% | Add +42.4% | 1,297 | $60K |
| Strive Financial Group ,LLC | 0.02% | New | 1,232 | $57K |
| Nemes Rush Group LLC | 0.00% | No change | 1,224 | $56K |
| Oakworth Capital, Inc. | 0.00% | New | 1,175 | $54K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,172 | $54K |
| Fourth Dimension Wealth, LLC | 0.02% | New | 1,113 | $51K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,112 | $51K |
| SouthState Bank Corp | 0.00% | Reduce -22.8% | 1,061 | $49K |
| Franklin Resources Inc. | 0.00% | Reduce -10.8% | 1,049 | $48K |
| Vanguard Advisers Inc. | 0.00% | Add +7.9% | 987 | $46K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 985 | $45K |
| Financial Gravity Companies, Inc. | 0.01% | — | 981 | $45K |
| REAP Financial Group, LLC | 0.01% | Add +4.1% | 906 | $42K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1532.0% | 816 | $38K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 808 | $37K |
| Salem Investment Counselors Inc. | 0.00% | No change | 793 | $37K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -15.9% | 792 | $37K |
| First Financial Corp. | 0.01% | No change | 767 | $35K |
| Atlantic Union Bankshares Corp | 0.00% | Add +101.4% | 705 | $33K |
| Collier Financial | 0.02% | Add +1.0% | 704 | $32K |
| Wells Financial Advisors INC | 0.30% | Reduce -71.1% | 700 | $32K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 688 | $32K |
| Chesapeake Asset Management LLC | 0.02% | No change | 686 | $32K |
| AlphaCore Capital LLC | 0.00% | Reduce -63.0% | 629 | $29K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.0% | 613 | $28K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 565 | $26K |
| Silver Grove Financial Group, Inc. | 0.01% | Add +0.0% | 539 | $25K |
| Southern Michigan Bank & Trust | 0.01% | No change | 500 | $23K |
| Crewe Advisors LLC | 0.00% | Add +0.4% | 493 | $23K |
| Compass Financial Management LLC | 0.00% | — | 474 | $22K |
| HM Payson & Co. | 0.00% | No change | 447 | $21K |
| Investors Research Corp | 0.00% | Reduce -67.9% | 447 | $21K |
| Bernard Wealth Management Corp. | 0.01% | No change | 425 | $20K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +9.1% | 406 | $19K |
| Valued Wealth Advisors LLC | 0.01% | No change | 373 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Add +2975.0% | 369 | $17K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 363 | $17K |
| YANKCOM Partnership | 0.01% | No change | 353 | $16K |
| Robinswood Financial LLC | 0.00% | No change | 339 | $16K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 338 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 337 | $16K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +1.2% | 335 | $15K |
| Buck Wealth Strategies, LLC | 0.00% | New | 325 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 312 | $14K |
| Financial Perspectives, Inc | 0.00% | Add +1.0% | 310 | $14K |
| First Horizon Corp. | 0.00% | New | 300 | $14K |
| Provident Wealth Management, LLC | 0.00% | No change | 291 | $13K |
| Hilltop National Bank | 0.00% | New | 289 | $13K |
| Birchwood Financial Partners, Inc. | 0.01% | Reduce -80.9% | 286 | $13K |
| Gilpin Wealth Management, LLC | 0.01% | Add +26.1% | 280 | $13K |
| First Bancorp, Inc | 0.01% | New | 276 | $13K |
| Trust Co | 0.00% | No change | 275 | $13K |
| Arvest Investments, Inc. | 0.00% | New | 267 | $12K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -21.6% | 262 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $11K |
| Pittenger & Anderson Inc. | 0.00% | New | 230 | $11K |
| Milestone Investment Advisors LLC | 0.00% | New | 222 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 221 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 207 | $10K |
| Eastern Bank | 0.00% | Add +33.3% | 200 | $9K |
| Tidemark, LLC | 0.00% | Add +22.9% | 188 | $9K |
| Caldwell Trust Co | 0.00% | No change | 184 | $8K |
| Bayban | 0.01% | No change | 175 | $8K |
| Wilkerson Advisory Group LLC | 0.00% | New | 171 | $8K |
| Timbuktu Capital Management, LLC | 0.01% | — | 153 | $7K |
| City Holding Co. | 0.00% | No change | 151 | $7K |
| Copia Wealth Management | 0.00% | No change | 147 | $7K |
| UMB Bank, n.a. | 0.00% | No change | 146 | $7K |
| Center for Financial Planning, Inc. | 0.00% | No change | 143 | $7K |
| Crews Bank & Trust | 0.00% | No change | 143 | $7K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +0.7% | 138 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 137 | $6K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -29.2% | 136 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 122 | $6K |
| Chelsea Counsel Co. | 0.00% | No change | 109 | $5K |
| Caitlin John, LLC | 0.00% | No change | 108 | $5K |
| Realta Investment Advisors | 0.00% | Add +1.0% | 105 | $5K |
| Institute for Wealth Management, LLC. | 0.00% | New | 103 | $5K |
| Coppell Advisory Solutions LLC | 0.00% | New | 505,473 | $5K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.1% | 95 | $4K |
| United Financial Planning Group LLC | 0.00% | No change | 93 | $4K |
| Signaturefd, LLC | 0.00% | No change | 85 | $4K |
| Markowski Investments | 0.00% | — | 81 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 70 | $3K |
| TD Capital Management LLC | 0.00% | No change | 67 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 45 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 42 | $2K |
| Burk Holdings LLC | 0.00% | No change | 38 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | New | 37 | $2K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 19 | $877 |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $781 |
| NorthAvenue LLC | 0.00% | New | 16 | $739 |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 15 | $692 |
| Russell Investments Group, Ltd. | 0.00% | Add +160.0% | 13 | $602 |
| BNP Paribas Financial Markets | 0.00% | Reduce -75.0% | 10 | $462 |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 9 | $414 |
| Dunhill Financial, LLC | 0.00% | Reduce -99.6% | 7 | $323 |
| DecisionPoint Financial, LLC | 0.00% | New | 6 | $276 |
| Essential Partners LLC | 0.00% | No change | 3 | $138 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $47 |
"% of holder's portfolio" is IUSB's weight in each manager's 13F, not the share of Ishr CR Unvrse Usd BD ETF-Ui the manager owns.