Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q4 2024 (December 31)1,085holders +37
79new positions
107sold out
8famous investors
$106.83avg. 13F price*
At the end of Q4 2024, 1,085 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings, up 37 from Q3 2024. 79 opened new positions and 107 sold out. The largest holders were Meiji Yasuda Life Insurance Co ($2.0B), Bank of America Corp. ($1.8B) and BlackRock, Inc. ($1.5B). 8 famous investors held it, including George Soros (1.5% of Soros Fund Management's portfolio), Ray Dalio (0.5% of Bridgewater Associates's portfolio) and Ken Griffin (0.3% of Citadel Advisors's portfolio).
- Company
- Ishr Ibx Usd Invgd CB ETF-Ui
- Filed as
- ISHARES TR (Q4 2024)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $285.6M |
| Exits | 107 | $616.4M |
All 13F filers, Q3 2024 → Q4 2024: 27,719,284 shares bought and 37,428,242 shares sold, net −9,708,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,085 holders
| Meiji Yasuda Life Insurance Co | 38.48% | No change | 19,120,368 | $2.0B |
| Bank of America Corp. | 0.17% | Reduce -24.1% | 16,954,490 | $1.8B |
| BlackRock, Inc. | 0.03% | Reduce -7.6% | 13,819,610 | $1.5B |
| Japan Science & Technology Agency | 25.26% | No change | 13,806,450 | $1.5B |
| Financial Engines Advisors L.L.C. | 2.41% | Add +1.4% | 10,734,195 | $1.1B |
| Morgan Stanley | 0.07% | Add +0.3% | 9,214,404 | $984.5M |
| Allianz Investment Management U.S. LLC | 65.64% | Reduce -0.1% | 8,715,455 | $931.2M |
| Wealthfront Advisers LLC | 2.58% | Add +32.3% | 8,273,071 | $883.9M |
| Wells Fargo & Company | 0.15% | Add +49.4% | 5,999,515 | $641.0M |
| Ameriprise Financial Inc. | 0.12% | Reduce -22.1% | 4,520,836 | $483.0M |
| Envestnet Asset Management Inc. | 0.15% | Add +16.6% | 4,404,491 | $470.6M |
| UBS Group AG | 0.10% | Add +11.7% | 4,292,470 | $458.6M |
| Nuveen Asset Management, LLC | 0.13% | Add +796.3% | 4,142,157 | $442.5M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 3.70% | No change | 4,040,400 | $431.7M |
| Jane Street Group, LLC | 0.63% | Add +33.1% | 3,670,265 | $392.1M |
| Fisher Asset Management | 0.15% | Reduce -14.0% | 3,504,232 | $374.4M |
| Northern Trust Corp. | 0.05% | Reduce -9.1% | 3,294,143 | $351.9M |
| LPL Financial LLC | 0.13% | Add +19.4% | 3,102,280 | $331.4M |
| Prudential Financial Inc. | 0.44% | Add +4.3% | 2,985,560 | $319.0M |
| Citadel Advisors | 0.27% | Add +375.5% | 2,731,413 | $291.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.28% | Add +3.6% | 2,670,785 | $284.7M |
| Northwestern Mutual Investment Management Company, LLC | 6.19% | Add +2929.6% | 2,620,567 | $280.0M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $262.5M |
| State of Michigan Retirement System | 1.21% | No change | 2,172,400 | $232.1M |
| Assetmark, Inc. | 0.63% | Reduce -23.8% | 2,169,524 | $231.8M |
| Hudson Bay Capital Management LP | 1.54% | Add +150.0% | 2,000,000 | $213.7M |
| Migdal Insurance & Financial Holdings Ltd. | 3.01% | Reduce -9.9% | 1,965,000 | $209.9M |
| Sumitomo Mitsui Financial Group, Inc. | 2.45% | Add +157.7% | 1,718,801 | $183.9M |
| Schroder Investment Management Group | 0.17% | Reduce -14.2% | 1,669,795 | $178.9M |
| BNP Paribas | 2.47% | Add +15.2% | 1,665,560 | $177.9M |
| Mutual of America Capital Management LLC | 1.81% | No change | 1,578,140 | $168.6M |
| Royal Bank of Canada | 0.03% | Add +38.3% | 1,508,436 | $161.2M |
| Money Design Co.,Ltd. | 8.08% | Add +4.3% | 1,470,231 | $157.5M |
| NYL Investors LLC | 14.06% | Reduce -83.9% | 1,437,526 | $153.6M |
| Members Trust Co | 4.84% | Reduce -2.4% | 1,315,703 | $140.6M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -8.0% | 1,302,996 | $139.2M |
| FMR LLC | 0.01% | Reduce -1.8% | 1,133,754 | $121.1M |
| Barclays PLC | 0.06% | Reduce -10.1% | 1,124,496 | $120.1M |
| Susquehanna International Group, LLP | 0.17% | Add +1497.5% | 1,048,926 | $112.1M |
| Stifel Financial Corp. | 0.12% | Reduce -6.9% | 1,047,250 | $111.9M |
| Prudential PLC | 0.55% | Add +382.1% | 1,017,018 | $108.7M |
| Bridgewater Associates | 0.49% | Add +1.1% | 994,200 | $106.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -45.0% | 974,547 | $104.1M |
| Raymond James Financial Inc. | 0.04% | — | 933,726 | $99.8M |
| MML Investors Services, LLC | 0.30% | Add +0.2% | 821,457 | $87.8M |
| Principal Financial Group Inc. | 0.05% | Reduce -1.3% | 809,000 | $86.4M |
| Panagora Asset Management Inc. | 0.39% | Reduce -32.3% | 784,849 | $83.9M |
| Marshall Wace, LLP | 0.11% | Add +28.4% | 780,749 | $83.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.33% | Reduce -17.6% | 768,981 | $82.3M |
| Deutsche Bank AG | 0.03% | Reduce -17.6% | 758,200 | $81.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +1.1% | 756,171 | $80.8M |
| Valmark Advisers, Inc. | 1.23% | Add +5.2% | 742,099 | $79.3M |
| Allspring Global Investments Holdings, LLC | 0.12% | Add +19.4% | 703,645 | $75.2M |
| Country Trust Bank | 1.82% | No change | 682,866 | $73.0M |
| Cetera Investment Advisers | 0.15% | Add +13.5% | 681,322 | $72.8M |
| HSBC Holdings PLC | 0.04% | Add +38.8% | 624,442 | $66.7M |
| iA Global Asset Management Inc. | 1.15% | Add +24.4% | 611,200 | $65.3M |
| GDS Wealth Management | 5.80% | Add +10.1% | 596,325 | $63.7M |
| Soros Fund Management | 1.54% | New | 570,000 | $60.9M |
| Neuberger Berman Group LLC | 0.05% | Reduce -10.1% | 554,397 | $59.2M |
| Walleye Capital LLC | 0.62% | Add +266.7% | 550,000 | $58.8M |
| State of New Jersey Common Pension Fund D | 0.22% | Reduce -32.9% | 510,991 | $54.6M |
| Osaic Holdings, Inc. | 0.12% | Reduce -6.7% | 516,440 | $52.6M |
| Citigroup Inc. | 0.05% | Add +41.3% | 475,795 | $50.8M |
| Creative Planning | 0.05% | Add +6.9% | 468,623 | $50.1M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Add +12.4% | 457,456 | $48.9M |
| Centiva Capital, LP | 1.81% | New | 444,796 | $47.5M |
| Atria Investments, Inc | 0.58% | Reduce -1.9% | 438,287 | $46.8M |
| TruWealth Advisors, LLC | 2.79% | Reduce -40.7% | 432,388 | $46.2M |
| Gallagher Fiduciary Advisors, LLC | 8.38% | Add +4.5% | 400,506 | $42.8M |
| USA Financial Formulas | 6.67% | Reduce -0.6% | 397,597 | $42.5M |
| Kestra Advisory Services, LLC | 0.23% | Add +24.1% | 391,807 | $41.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -19.3% | 386,236 | $41.3M |
| CTC Alternative Strategies, Ltd. | 53.45% | Add +17.2% | 386,000 | $41.2M |
| Park Avenue Securities LLC | 0.39% | Add +23.6% | 357,884 | $38.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.08% | Reduce -75.0% | 350,825 | $37.5M |
| SimpliFi, Inc. | 16.77% | Add +1.8% | 343,149 | $36.7M |
| O'shaughnessy Asset Management, LLC | 0.31% | Add +2.7% | 337,032 | $36.0M |
| Focus Partners Wealth | 0.09% | Add +6362.4% | 335,721 | $35.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +21.7% | 335,330 | $35.8M |
| First Foundation Advisors | 1.33% | Add +9.8% | 330,047 | $35.3M |
| Capital Analysts, LLC | 1.41% | Add +1.8% | 328,020 | $35.0M |
| Truist Financial Corp. | 0.05% | Add +3.2% | 316,270 | $33.8M |
| Passaic Partners LLC | 4.82% | Add +136.0% | 310,226 | $33.1M |
| Sigma Planning Corp | 1.03% | Reduce -3.3% | 306,697 | $32.8M |
| US Bancorp \de | 0.04% | Add +170.2% | 288,099 | $30.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -11.8% | 287,811 | $30.7M |
| Edmond DE Rothschild Holding S.A. | 0.52% | Add +0.6% | 284,419 | $30.4M |
| Stratos Investment Management, LLC | 1.81% | Add +26.5% | 281,995 | $30.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Reduce -10.2% | 276,465 | $29.5M |
| Insight Wealth Strategies, LLC | 3.77% | Add +0.0% | 263,381 | $28.1M |
| Janus Henderson Group PLC | 0.01% | Add +306.1% | 262,701 | $28.1M |
| Ritholtz Wealth Management | 0.80% | Add +2.2% | 255,019 | $27.2M |
| Petrus Trust Company, LTA | 2.61% | No change | 252,374 | $27.0M |
| Spahn Wealth & Retirement LLC | 17.54% | — | 250,347 | $26.7M |
| Balyasny Asset Management L.P. | 0.06% | Reduce -0.3% | 250,000 | $26.7M |
| Keybank National Association | 0.10% | Reduce -3.6% | 249,592 | $26.7M |
| Constellation Investments, Inc. | 1.21% | — | 249,317 | $26.6M |
| Arax Advisory Partners | 1.65% | Add +4.2% | 244,986 | $26.2M |
| HRT Financial LP | 0.13% | New | 243,443 | $26.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.27% | Add +15.7% | 236,507 | $25.5M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +7.6% | 234,999 | $25.1M |
| Joule Financial, LLC | 8.67% | Add +7.7% | 229,532 | $24.5M |
| Qube Research & Technologies Ltd | 0.04% | Add +501.7% | 228,908 | $24.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -75.8% | 226,533 | $24.2M |
| Quantitative Strategies, Inc. | 12.86% | Add +2.6% | 225,032 | $24.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.3% | 224,359 | $24.0M |
| Westshore Wealth, LLC | 9.53% | Add +2.4% | 219,508 | $23.5M |
| Conning Inc. | 0.85% | No change | 217,697 | $23.3M |
| Wealthstar Advisors, LLC | 10.10% | — | 217,654 | $23.3M |
| Wela Strategies, Inc. | 9.91% | Add +4.0% | 215,283 | $23.0M |
| Mackenzie Financial Corp. | 0.03% | Reduce -2.4% | 214,700 | $22.9M |
| Kingsview Wealth Management, LLC | 0.44% | Add +85.3% | 211,191 | $22.6M |
| Regal Investment Advisors LLC | 1.66% | Add +5.2% | 206,272 | $22.0M |
| Scotia Capital Inc. | 0.11% | Add +4.2% | 203,070 | $21.7M |
| Iron Horse Wealth Management, LLC | 7.27% | Add +4.4% | 202,846 | $21.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +33.2% | 201,173 | $21.5M |
| Alley Investment Management Company, LLC | 2.68% | Add +0.8% | 198,493 | $21.2M |
| Aspect Partners, LLC | 11.96% | Add +33367.4% | 193,776 | $20.7M |
| Daiichi Life Insurance Co., Ltd. | 0.56% | Add +41.8% | 190,000 | $20.3M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -5.7% | 190,136 | $20.2M |
| Equitable Holdings, Inc. | 0.19% | Add +5.5% | 187,688 | $20.1M |
| Atria Wealth Solutions, Inc. | 0.22% | Reduce -25.7% | 187,591 | $20.0M |
| TD Private Client Wealth LLC | 0.55% | Add +5.0% | 184,724 | $19.7M |
| SIH Partners, LLLP | 1.38% | New | 184,411 | $19.7M |
| Hilltop Holdings Inc. | 1.24% | Reduce -8.4% | 183,154 | $19.6M |
| DDFG, Inc | 5.60% | Reduce -2.7% | 181,678 | $19.4M |
| CI Investments Inc. | 0.07% | Reduce -0.1% | 173,318 | $18.5M |
| Alpha Cubed Investments, LLC | 0.84% | Reduce -19.6% | 172,370 | $18.4M |
| Allstate Corp. | 0.53% | Add +122.6% | 166,965 | $17.8M |
| IHT Wealth Management, LLC | 0.56% | Reduce -48.0% | 163,056 | $17.4M |
| Leo Wealth, LLC | 1.55% | Reduce -2.9% | 162,097 | $17.3M |
| Strategic Wealth Partners, Ltd. | 1.40% | Add +0.3% | 157,356 | $16.9M |
| Willis Johnson & Associates, Inc. | 1.28% | Reduce -47.5% | 155,835 | $16.6M |
| Betterment LLC | 0.04% | Add +19.5% | 154,954 | $16.6M |
| Mechanics Bank Trust Department | 2.18% | Reduce -0.7% | 153,251 | $16.4M |
| Ssi Investment Management LLC | 5.85% | Add +6.9% | 153,057 | $16.4M |
| Sanctuary Advisors, LLC | 0.10% | Add +7.4% | 151,120 | $16.3M |
| Macquarie Group Ltd. | 0.02% | Add +1.9% | 150,579 | $16.1M |
| Allianz Asset Management GmbH | 0.02% | No change | 149,374 | $16.0M |
| Vision Capital Management, Inc. | 2.31% | Add +5.2% | 147,196 | $15.7M |
| Canal Capital Management, LLC | 2.51% | Reduce -5.7% | 145,178 | $15.5M |
| Bank of Montreal | 0.01% | Reduce -16.4% | 144,726 | $15.5M |
| Clark Capital Management Group, Inc. | 0.11% | New | 142,575 | $15.2M |
| One Capital Management, LLC | 0.50% | Reduce -6.3% | 141,283 | $15.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -6.4% | 141,206 | $15.1M |
| Cresta Advisors, Ltd. | 7.81% | No change | 132,211 | $14.9M |
| Zacks Investment Management | 0.14% | Reduce -12.6% | 138,647 | $14.8M |
| Lifeworks Advisors, LLC | 2.66% | Add +7.8% | 137,908 | $14.7M |
| Towercrest Capital Management | 2.37% | Add +23.8% | 137,122 | $14.7M |
| 5th Street Advisors, LLC | 7.61% | Reduce -3.7% | 137,016 | $14.6M |
| State Street Corp. | 0.00% | Add +26.1% | 136,968 | $14.6M |
| Strategic Investment Advisors / MI | 1.54% | Add +1.5% | 136,067 | $14.5M |
| MAI Capital Management | 0.11% | New | 135,552 | $14.5M |
| Baird Financial Group, Inc. | 0.03% | Add +17.2% | 135,466 | $14.5M |
| Loomis Sayles & Co. L P | 0.02% | Add +167.9% | 133,792 | $14.3M |
| Greystone Financial Group, LLC | 2.45% | Add +1.9% | 132,075 | $14.1M |
| Guggenheim Capital LLC | 0.12% | Reduce -1.5% | 130,810 | $14.0M |
| Providence First Trust Co | 5.21% | Add +45.1% | 129,725 | $13.9M |
| Fifth Third Bancorp | 0.05% | Reduce -4.3% | 129,643 | $13.9M |
| Northcape Wealth Management, LLC | 4.46% | Reduce -0.6% | 128,979 | $13.8M |
| Banco Santander, S.A. | 0.16% | Add +17.1% | 126,850 | $13.6M |
| Corebridge Financial, Inc. | 0.07% | No change | 126,800 | $13.5M |
| Hudson Capital Management LLC | 4.34% | New | 126,215 | $13.5M |
| Capstone Investment Advisors, LLC | 0.17% | Add +96.1% | 125,134 | $13.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +30.0% | 122,656 | $13.1M |
| Legal & General Group Plc | 0.00% | Reduce -84.6% | 120,963 | $12.9M |
| 1607 Capital Partners, LLC | 1.03% | New | 120,350 | $12.9M |
| Oppenheimer & Co. Inc. | 0.19% | Add +3.2% | 118,397 | $12.6M |
| CHB Investment Group, LLC | 6.80% | Add +3.9% | 117,153 | $12.5M |
| Prime Capital Investment Advisors, LLC | 0.18% | Reduce -4.5% | 117,056 | $12.5M |
| Daiwa Securities Group Inc. | 0.06% | Add +1.2% | 116,794 | $12.5M |
| Insight Wealth Partners, LLC | 7.64% | Add +5.9% | 112,895 | $12.1M |
| Concourse Financial Group Securities, Inc. | 0.68% | Reduce -4.5% | 111,949 | $12.0M |
| Dai-ichi Life Holdings, Inc. | 13.04% | Add +46.2% | 111,383 | $11.9M |
| Man Group plc | 0.04% | Reduce -90.6% | 111,093 | $11.9M |
| Barings LLC | 0.28% | No change | 110,627 | $11.8M |
| Millennium Management | 0.01% | Reduce -72.8% | 108,472 | $11.6M |
| HMS Capital Management, LLC | 5.59% | Add +7.7% | 108,262 | $11.6M |
| Lakeridge Wealth Management LLC | 5.89% | Add +7.1% | 106,612 | $11.4M |
| Graham Capital Management, L.P. | 0.55% | Reduce -17.9% | 104,900 | $11.2M |
| AAFMAA Wealth Management & Trust LLC | 4.89% | Add +6.9% | 104,343 | $11.1M |
| IFG Advisory, LLC | 0.63% | Add +7.0% | 103,893 | $11.1M |
| Synovus Financial Corp. | 0.14% | Add +10.9% | 103,820 | $11.1M |
| Fulton Breakefield Broenniman LLC | 0.79% | Reduce -16.5% | 103,223 | $11.0M |
| Stratos Wealth Advisors, LLC | 0.53% | Reduce -18.8% | 103,054 | $11.0M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +5.4% | 101,157 | $10.8M |
| Mufg Securities Americas Inc. | 1.41% | — | 100,000 | $10.7M |
| BlueCrest Capital Management Ltd | 0.69% | Reduce -60.0% | 100,000 | $10.7M |
| Toronto Dominion Bank | 0.02% | No change | 100,000 | $10.7M |
| TD Waterhouse Canada Inc. | 0.09% | Add +7.2% | 98,606 | $10.5M |
| LPWM LLC | 3.35% | Add +714.4% | 97,481 | $10.4M |
| Topel & Distasi Wealth Management, LLC | 4.46% | Add +3.2% | 97,478 | $10.4M |
| Trajan Wealth LLC | 0.57% | Add +2.4% | 96,518 | $10.3M |
| BTG Pactual Asset Management US LLC | 1.33% | Reduce -34.6% | 93,568 | $10.2M |
| Shelter Mutual Insurance Co | 2.53% | No change | 95,196 | $10.2M |
| Jones Road Capital Management, L.P. | 9.38% | No change | 95,173 | $10.2M |
| Twele Capital Management, Inc. | 2.15% | Add +7.8% | 94,864 | $10.1M |
| Gotham Asset Management | 0.10% | Reduce -1.0% | 93,930 | $10.0M |
| Independent Advisor Alliance | 0.13% | New | 93,792 | $10.0M |
| Winthrop Capital Management, LLC | 2.66% | New | 93,419 | $10.0M |
| Wesbanco Bank Inc. | 0.33% | Reduce -2.0% | 91,552 | $9.8M |
| Net Worth Advisory Group | 2.96% | Reduce -1.0% | 91,169 | $9.7M |
| Captrust Financial Advisors | 0.03% | Add +22.5% | 90,475 | $9.7M |
| Curran Financial Partners, LLC | 2.52% | Add +43.5% | 89,856 | $9.6M |
| M&T Bank Corp | 0.03% | Reduce -29.8% | 88,852 | $9.5M |
| MTC Wealth Management LLC | 4.53% | Reduce -0.9% | 88,129 | $9.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.66% | Reduce -26.3% | 87,700 | $9.4M |
| SevenBridge Financial Group, LLC | 1.77% | Reduce -3.6% | 87,013 | $9.3M |
| Donaldson Capital Management, LLC | 0.34% | Add +5.5% | 82,874 | $8.9M |
| Provida Pension Fund Administrator | 0.18% | No change | 81,800 | $8.7M |
| Bulltick Wealth Management, LLC | 2.02% | Add +8.2% | 80,163 | $8.6M |
| Paloma Partners Management Co | 0.79% | Add +4110.5% | 80,000 | $8.5M |
| Pinkerton Wealth, LLC | 1.24% | Reduce -0.1% | 79,827 | $8.5M |
| National Mutual Funds Management Ltd. | 100.00% | No change | 79,473 | $8.5M |
| Easterly Investment Partners LLC | 0.66% | No change | 78,690 | $8.4M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -3.6% | 78,069 | $8.3M |
| Mariner, LLC | 0.01% | Reduce -4.5% | 77,999 | $8.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -0.1% | 77,845 | $8.3M |
| Invictus Private Wealth, LLC | 0.63% | Reduce -9.6% | 77,296 | $8.3M |
| Corient Private Wealth LP | 0.01% | Reduce -7.9% | 76,607 | $8.2M |
| Stephens Inc. | 0.11% | Add +0.5% | 76,554 | $8.2M |
| Axos Invest Inc. | 5.93% | Add +0.3% | 76,286 | $8.2M |
| Asset Management One Co., Ltd. | 0.03% | Add +175.7% | 76,230 | $8.1M |
| Mutual Advisors, LLC | 0.23% | Add +7.6% | 75,325 | $8.0M |
| Anfield Capital Management, LLC | 2.89% | Add +2.9% | 74,485 | $8.0M |
| Comerica Bank | 0.03% | Reduce -7.8% | 73,767 | $7.9M |
| Tudor Investment Corporation | 0.08% | Reduce -0.4% | 73,062 | $7.8M |
| WBH Advisory Inc. | 0.72% | Reduce -0.8% | 72,873 | $7.8M |
| AMJ Financial Wealth Management | 2.15% | Add +0.7% | 72,508 | $7.7M |
| Castleark Management LLC | 0.27% | New | 71,170 | $7.6M |
| Onyx Bridge Wealth Group LLC | 1.09% | Add +30.5% | 70,945 | $7.6M |
| Heartwood Wealth Advisors LLC | 0.85% | Add +0.2% | 70,770 | $7.6M |
| Perigon Wealth Management, LLC | 0.19% | Reduce -9.5% | 70,842 | $7.6M |
| First Hawaiian Bank | 0.24% | Add +16.5% | 70,339 | $7.5M |
| Signal Advisors Wealth, LLC | 0.84% | Add +104.3% | 69,724 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -10.6% | 69,573 | $7.4M |
| Wayfinding Financial, LLC | 3.97% | New | 69,473 | $7.4M |
| Integrated Advisors Network LLC | 0.35% | Reduce -50.6% | 68,804 | $7.4M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +17.9% | 68,162 | $7.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.6% | 67,383 | $7.2M |
| Central Pacific Bank - Trust Division | 0.98% | No change | 67,345 | $7.2M |
| Milestone Asset Management, LLC | 1.58% | New | 67,124 | $7.2M |
| Jmac Enterprises LLC | 1.11% | Add +12.8% | 66,010 | $7.1M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +5.8% | 65,790 | $7.0M |
| First American Trust, FSB | 0.69% | Add +5.4% | 65,042 | $6.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Add +6.9% | 58,765 | $6.9M |
| Principal Securities, Inc. | 0.16% | Add +1503.0% | 64,567 | $6.9M |
| NewEdge Advisors, LLC | 0.04% | Reduce -44.2% | 64,078 | $6.8M |
| Summit Financial, LLC | 0.24% | Add +2.4% | 63,407 | $6.8M |
| EFG Asset Management (Americas) Corp. | 1.31% | Add +2.1% | 63,060 | $6.7M |
| Townsquare Capital LLC | 0.07% | Reduce -19.7% | 62,177 | $6.6M |
| Compound Planning, Inc. | 0.33% | Add +3.7% | 61,697 | $6.6M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -63.0% | 61,680 | $6.6M |
| Welch & Forbes LLC | 0.08% | Reduce -11.3% | 61,641 | $6.6M |
| Vontobel Holding Ltd. | 0.02% | Add +1.1% | 61,546 | $6.6M |
| Citizens Financial Group Inc. | 0.13% | Add +3239.7% | 60,816 | $6.5M |
| Balefire, LLC | 2.22% | Reduce -11.7% | 60,688 | $6.5M |
| Chesapeake Wealth Management | 2.20% | Add +5.7% | 60,077 | $6.4M |
| Aozora Bank, LTD. | 6.83% | No change | 60,000 | $6.4M |
| Pinnacle Financial Partners Inc | 0.13% | Reduce -3.9% | 57,744 | $6.4M |
| Condor Capital Management | 0.56% | Add +4.0% | 59,848 | $6.4M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Reduce -0.3% | 59,669 | $6.4M |
| Payden & Rygel | 0.55% | Reduce -87.0% | 59,502 | $6.4M |
| Clearstead Advisors, LLC | 0.10% | Reduce -10.0% | 59,283 | $6.3M |
| Rothschild Wealth LLC | 1.85% | Add +19.7% | 59,059 | $6.3M |
| Providence Capital Advisors, LLC | 1.28% | Add +1.7% | 58,858 | $6.3M |
| Nvwm, LLC | 1.57% | Add +0.0% | 58,346 | $6.2M |
| Strong Tower Advisory Services | 1.63% | Reduce -27.0% | 58,327 | $6.2M |
| Modus Advisors, LLC | 1.95% | Add +2.7% | 58,202 | $6.2M |
| Evelyn Partners Investment Management (Europe) Ltd | 2.21% | — | 56,788 | $6.1M |
| 1832 Asset Management L.P. | 0.01% | Reduce -24.7% | 56,533 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.8% | 56,083 | $6.0M |
| Aptus Capital Advisors, LLC | 0.07% | Add +739.6% | 55,727 | $6.0M |
| Fiduciary Financial Group, LLC | 1.30% | Reduce -0.6% | 56,455 | $6.0M |
| Idaho Trust Co | 2.98% | Add +66.7% | 55,417 | $5.9M |
| Midwest Financial Group LLC | 3.32% | Reduce -0.5% | 54,075 | $5.8M |
| Madrid Financial Services | 4.48% | — | 52,824 | $5.6M |
| First Trust Advisors LP | 0.00% | Reduce -5.3% | 52,227 | $5.6M |
| Capital Investment Advisors, LLC | 0.11% | Add +0.1% | 51,192 | $5.5M |
| Fairvoy Private Wealth, LLC | 1.43% | — | 50,157 | $5.4M |
| Ameritas Investment Partners, Inc. | 0.17% | Add +2.0% | 50,102 | $5.4M |
| Fifth Third Securities, Inc. | 0.45% | Add +61.5% | 49,748 | $5.3M |
| Foguth Wealth Management, LLC. | 1.35% | Add +40.5% | 48,157 | $5.2M |
| Alliance Wealth Management Group | 1.37% | Add +54.7% | 48,061 | $5.1M |
| Red Wave Investments LLC | 1.79% | Reduce -5.7% | 47,826 | $5.1M |
| Flputnam Investment Management Co. | 0.09% | Add +5.9% | 47,247 | $5.0M |
| Sax Wealth Advisors, LLC | 0.39% | Add +5.5% | 46,639 | $5.0M |
| Bar Harbor Wealth Management | 0.33% | Reduce -1.6% | 46,552 | $5.0M |
| Plan Group Financial, LLC | 2.61% | Add +2.0% | 46,313 | $4.9M |
| Fairview Capital Investment Management, LLC | 0.25% | Reduce -14.0% | 45,979 | $4.9M |
| J.Safra Asset Management Corp | 0.39% | Reduce -22.4% | 44,851 | $4.8M |
| Freedom Investment Management, Inc. | 0.40% | Reduce -3.5% | 44,633 | $4.8M |
| CW Advisors, LLC | 0.07% | Add +12.4% | 44,237 | $4.7M |
| Graypoint LLC | 0.29% | Add +28.8% | 44,057 | $4.7M |
| CoreCap Advisors, LLC | 0.21% | Reduce -11.5% | 44,014 | $4.7M |
| Clear Creek Financial Management, LLC | 0.50% | Add +2.3% | 43,016 | $4.6M |
| OneDigital Investment Advisors LLC | 0.05% | Add +12.7% | 42,478 | $4.5M |
| Evergreen Capital Management LLC | 0.15% | Reduce -0.1% | 41,735 | $4.5M |
| Turn8 Private Wealth Inc. | 3.09% | — | 40,620 | $4.3M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -32.1% | 40,214 | $4.3M |
| LMR Partners LLP | 0.10% | Reduce -71.4% | 40,000 | $4.3M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -1.2% | 39,866 | $4.3M |
| TD Asset Management Inc | 0.00% | Reduce -62.9% | 39,795 | $4.3M |
| Pines Wealth Management, LLC | 1.83% | — | 39,899 | $4.2M |
| PKS Advisory Services, LLC | 1.05% | — | 39,156 | $4.2M |
| Innealta Capital, LLC | 2.01% | Reduce -31.2% | 38,453 | $4.1M |
| Roberts Financial Services LLC | 0.77% | Reduce -1.8% | 38,283 | $4.1M |
| Cornerstone Management, Inc. | 0.79% | Add +8.3% | 38,178 | $4.1M |
| NewEdge Wealth, LLC | 0.07% | Reduce -0.1% | 38,135 | $4.1M |
| RFG Advisory, LLC | 0.11% | Reduce -1.2% | 37,877 | $4.0M |
| Evolution Wealth Advisors, LLC | 0.68% | Reduce -4.0% | 37,829 | $4.0M |
| MFG Wealth Management, Inc. | 3.69% | — | 37,740 | $4.0M |
| MetLife Investment Management, LLC | 0.02% | Add +2.5% | 37,500 | $4.0M |
| Full Sail Capital, LLC | 0.25% | Reduce -1.0% | 37,294 | $4.0M |
| James Investment Research, Inc. | 0.47% | Add +73.8% | 36,883 | $3.9M |
| Burns J W & Co. Inc. | 0.50% | Add +27.3% | 36,752 | $3.9M |
| Partners Value Investments L.P. | 0.04% | No change | 36,515 | $3.9M |
| &partners | 0.05% | Add +338.0% | 36,536 | $3.9M |
| Bishop & Co Investment Management, LLC | 1.43% | Reduce -8.9% | 35,171 | $3.8M |
| AMG National Trust Bank | 0.10% | Add +4.8% | 35,029 | $3.7M |
| Lionsbridge Wealth Management LLC | 3.13% | Reduce -3.7% | 34,876 | $3.7M |
| Heritage Wealth Management, Inc. | 3.14% | Add +4.2% | 34,458 | $3.7M |
| Camden National Bank | 0.55% | Add +18.8% | 34,308 | $3.7M |
| Sowell Financial Services LLC | 0.19% | Reduce -6.0% | 34,038 | $3.6M |
| SBI Securities Co., Ltd. | 0.11% | — | 33,834 | $3.6M |
| Lantern Wealth Advisors, LLC | 2.32% | Add +8.7% | 33,388 | $3.6M |
| Independent Solutions Wealth Management, LLC | 0.78% | Reduce -21.5% | 33,367 | $3.6M |
| Tme Financial, Inc. | 3.32% | — | 31,426 | $3.6M |
| Cwm, LLC | 0.01% | Add +3.5% | 33,218 | $3.5M |
| Advisory Services Network, LLC | 0.07% | Add +5.1% | 33,060 | $3.5M |
| Joseph P. Lucia & Associates, LLC | 1.57% | Add +19.0% | 33,017 | $3.5M |
| Herold Advisors, Inc. | 0.77% | Add +6.8% | 32,984 | $3.5M |
| Meeder Advisory Services, Inc. | 0.22% | Reduce -9.8% | 32,956 | $3.5M |
| LWM Advisors Inc. | 3.52% | — | 32,821 | $3.5M |
| Founders Financial Securities LLC | 0.31% | Reduce -2.9% | 32,571 | $3.5M |
| Old Mission Capital LLC | 0.08% | Reduce -86.3% | 31,551 | $3.4M |
| Farrell Financial LLC | 2.41% | Reduce -1.0% | 31,495 | $3.4M |
| Anchor Capital Advisors LLC | 0.10% | Reduce -3.8% | 31,346 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -20.1% | 30,599 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +80.5% | 30,541 | $3.3M |
| Horizon Investments, LLC | 0.09% | Reduce -1.2% | 29,939 | $3.2M |
| Commerce Bank | 0.02% | Reduce -0.5% | 29,699 | $3.2M |
| Union Bancaire Privee, UBP SA | 0.06% | — | 30,208 | $3.2M |
| Frank, Rimerman Advisors LLC | 0.23% | Add +4.0% | 29,313 | $3.1M |
| Invst, LLC | 0.38% | Reduce -86.2% | 29,191 | $3.1M |
| Mokosak Advisory Group, LLC | 0.93% | Add +3.2% | 29,068 | $3.1M |
| Spectrum Strategic Capital Management, LLC | 1.94% | Add +73.8% | 28,879 | $3.1M |
| Transamerica Financial Advisors, LLC | 0.30% | Reduce -8.4% | 28,687 | $3.1M |
| CV Advisors LLC | 1.06% | Add +214.0% | 28,540 | $3.0M |
| Cerity Partners LLC | 0.01% | Reduce -33.8% | 28,446 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +47.4% | 28,147 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +47.4% | 28,147 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +18.2% | 27,943 | $3.0M |
| Regions Financial Corp. | 0.02% | Reduce -6.7% | 27,915 | $3.0M |
| Wooster Corthell Wealth Management, Inc. | 0.65% | Reduce -3.6% | 27,859 | $3.0M |
| Keel Point, LLC | 0.24% | Reduce -10.8% | 27,626 | $3.0M |
| Elm Partners Management LLC | 0.20% | No change | 27,577 | $2.9M |
| Eukles Asset Management | 1.25% | Add +3.4% | 27,395 | $2.9M |
| MIdWestOne Financial Group, Inc. | 0.40% | Add +7.3% | 26,885 | $2.9M |
| Crews Bank & Trust | 0.48% | — | 26,806 | $2.9M |
| Westwood Holdings Group Inc. | 0.02% | Reduce -3.8% | 26,782 | $2.9M |
| Wescott Financial Advisory Group, LLC | 0.29% | Add +16.0% | 26,420 | $2.8M |
| Sharkey, Howes & Javer | 0.39% | Reduce -0.8% | 26,232 | $2.8M |
| Flagship Private Wealth, LLC | 1.35% | Reduce -29.3% | 26,231 | $2.8M |
| Insigneo Advisory Services, LLC | 0.29% | Add +5.5% | 26,201 | $2.8M |
| Natixis Advisors, LLC | 0.01% | New | 26,150 | $2.8M |
| Ironwood Financial, llc | 0.58% | Reduce -2.2% | 26,029 | $2.8M |
| Alliance Wealth Advisors, LLC | 0.72% | Reduce -18.6% | 26,013 | $2.8M |
| Mma Asset Management LLC | 1.21% | Reduce -54.2% | 25,949 | $2.8M |
| Corepath Wealth Partners LLC | 2.69% | Add +3.0% | 26,226 | $2.8M |
| Sig Brokerage, LP | 1.29% | — | 25,783 | $2.8M |
| Syntax Research, Inc. | 1.94% | Reduce -14.8% | 25,365 | $2.7M |
| Interactive Financial Advisors, Inc. | 1.41% | Reduce -2.0% | 25,194 | $2.7M |
| Baker Avenue Asset Management, LP | 0.08% | Add +8.4% | 25,103 | $2.7M |
| Optiver Holding B.V. | 0.09% | New | 25,081 | $2.7M |
| LYNX Capital Group Ltd. | 1.54% | Add +139.0% | 25,028 | $2.7M |
| New England Asset Management Inc. | 0.48% | No change | 25,000 | $2.7M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -7.8% | 24,882 | $2.7M |
| Mgo One Seven LLC | 0.10% | Add +10.8% | 24,868 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -5.0% | 24,771 | $2.6M |
| One Wealth Advisors, LLC | 0.39% | Reduce -4.4% | 24,742 | $2.6M |
| KG Capital Management | 0.85% | Add +5.2% | 24,668 | $2.6M |
| Viawealth, LLC | 1.58% | No change | 24,448 | $2.6M |
| Argyle Capital Partners, LLC | 2.23% | — | 24,342 | $2.6M |
| Duncker Streett & Co. Inc. | 0.48% | Reduce -7.6% | 24,292 | $2.6M |
| Avior Wealth Management, LLC | 0.09% | Add +39.3% | 23,651 | $2.5M |
| Note Advisors, LLC | 2.23% | — | 23,570 | $2.5M |
| TT Capital Management LLC | 2.00% | — | 23,455 | $2.5M |
| Warwick Investment Management, Inc. | 0.50% | Reduce -19.6% | 22,639 | $2.4M |
| AE Wealth Management LLC | 0.02% | Add +15.3% | 22,509 | $2.4M |
| Alpha Wealth Funds, LLC | 2.51% | — | 22,485 | $2.4M |
| Pacifica Partners Inc. | 1.03% | Add +4.8% | 22,402 | $2.4M |
| Tompkins Financial Corp. | 0.22% | Add +20.1% | 22,066 | $2.4M |
| Jacobi Capital Management LLC | 0.17% | Add +3.6% | 21,917 | $2.3M |
| Sei Investments Co. | 0.00% | Reduce -77.4% | 21,850 | $2.3M |
| Rovin Capital /Ut/ | 0.83% | Add +13.3% | 21,533 | $2.3M |
| Alterna Wealth Management, Inc. | 1.94% | Add +6.8% | 21,535 | $2.3M |
| Seamount Financial Group Inc. | 1.57% | Add +1.8% | 21,291 | $2.3M |
| Roundview Capital LLC | 0.16% | Reduce -6.2% | 20,852 | $2.2M |
| Y.D. More Investments Ltd | 0.20% | Add +7.0% | 20,781 | $2.2M |
| Franklin Resources Inc. | 0.00% | Reduce -3.3% | 20,768 | $2.2M |
| Brady Family Wealth, LLC | 0.68% | Add +1.0% | 20,759 | $2.2M |
| Agilis Partners LLC | 0.67% | Add +8.0% | 20,759 | $2.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -95.8% | 20,735 | $2.2M |
| Headlands Technologies LLC | 0.22% | New | 20,632 | $2.2M |
| Saxony Capital Management, LLC | 1.93% | Add +21.2% | 20,481 | $2.2M |
| CVFG LLC | 1.97% | — | 20,218 | $2.2M |
| Flagstar Securities, Inc. | 0.53% | Add +9.9% | 20,018 | $2.1M |
| a16z Perennial Management, L.P. | 0.25% | No change | 19,876 | $2.1M |
| Van Hulzen Asset Management, LLC | 0.15% | Reduce -5.8% | 19,744 | $2.1M |
| Apollon Wealth Management, LLC | 0.05% | Add +2.6% | 19,595 | $2.1M |
| FineMark National Bank & Trust | 0.07% | Add +39.9% | 19,453 | $2.1M |
| Arcataur Capital Management LLC | 0.70% | Reduce -0.1% | 19,345 | $2.1M |
| Mandatum Life Insurance Co Ltd | 0.60% | Add +0.3% | 19,063 | $2.0M |
| Arrien Investments, Inc. | 1.44% | Add +51.3% | 18,744 | $2.0M |
| Cobblestone Capital Advisors LLC | 0.11% | Reduce -54.5% | 18,743 | $2.0M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -39.6% | 18,141 | $1.9M |
| Clarus Wealth Advisors | 0.96% | Add +7.9% | 18,378 | $1.9M |
| Foundations Investment Advisors, LLC | 0.04% | Add +16.8% | 17,908 | $1.9M |
| Berkeley Capital Partners, LLC | 0.53% | Add +0.4% | 17,799 | $1.9M |
| Level Four Advisory Services, LLC | 0.08% | Add +0.1% | 17,749 | $1.9M |
| King Wealth Management Group | 0.27% | Reduce -0.5% | 17,624 | $1.9M |
| LexAurum Advisors, LLC | 0.37% | Add +1.3% | 17,451 | $1.9M |
| Lake Street Private Wealth, LLC | 0.30% | Reduce -2.7% | 17,444 | $1.9M |
| Choreo, LLC | 0.03% | Reduce -1.9% | 17,375 | $1.9M |
| ShoreHaven Wealth Partners, LLC | 0.86% | Reduce -22.6% | 17,107 | $1.8M |
| Ballast, Inc. | 0.52% | Add +7.2% | 16,952 | $1.8M |
| Coordinated Financial Services, Inc. | 1.42% | — | 16,842 | $1.8M |
| Aurora Private Wealth, Inc. | 1.35% | Reduce -14.6% | 16,825 | $1.8M |
| Sonata Capital Group Inc. | 0.74% | Reduce -0.1% | 16,829 | $1.8M |
| Copia Wealth Management | 1.71% | — | 16,809 | $1.8M |
| Bcwm, LLC | 0.64% | — | 16,767 | $1.8M |
| Investment Advisory Group, LLC | 0.60% | Reduce -9.7% | 16,752 | $1.8M |
| Financial Advocates Investment Management | 0.10% | Reduce -9.1% | 16,726 | $1.8M |
| Nwam LLC | 0.11% | Add +18.1% | 16,681 | $1.8M |
| Keystone Wealth Services, LLC | 0.46% | Add +18.6% | 16,425 | $1.8M |
| Bessemer Group Inc. | 0.00% | Reduce -15.6% | 16,415 | $1.8M |
| Sovran Advisors, LLC | 0.25% | — | 16,655 | $1.8M |
| Allie Family Office LLC | 0.94% | Add +5.9% | 15,909 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Reduce -12.2% | 15,893 | $1.7M |
| Prospera Financial Services Inc | 0.04% | Add +118.8% | 15,753 | $1.7M |
| Simplex Trading, LLC | 0.05% | New | 15,382 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.17% | Reduce -5.9% | 15,325 | $1.6M |
| Crabel Capital Management, LLC | 5.25% | Reduce -70.0% | 15,131 | $1.6M |
| J. Safra Sarasin Holding AG | 0.03% | Reduce -10.7% | 15,000 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +2637.9% | 14,949 | $1.6M |
| Two Sigma Securities, LLC | 0.29% | New | 14,933 | $1.6M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +0.5% | 14,737 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.1% | 14,716 | $1.6M |
| Independent Financial Group, LLC | 0.05% | Add +0.4% | 14,644 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -6.2% | 14,530 | $1.6M |
| UMB Bank, n.a. | 0.02% | Reduce -16.9% | 14,525 | $1.6M |
| National Bank of Canada | 0.00% | New | 14,515 | $1.6M |
| Freedom Financial Partners LLC | 0.75% | — | 14,502 | $1.5M |
| SteelPeak Wealth, LLC | 0.06% | Add +22.1% | 14,442 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -99.6% | 14,442 | $1.5M |
| Broyhill Asset Management, LLC | 1.36% | — | 14,422 | $1.5M |
| Center For Asset Management LLC | 1.00% | Reduce -49.0% | 14,397 | $1.5M |
| Chesley Taft & Associates LLC | 0.07% | Add +0.9% | 14,383 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -9.3% | 14,191 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.93% | Reduce -1.6% | 14,146 | $1.5M |
| Marex Group Ltd | 0.03% | Reduce -18.9% | 14,027 | $1.5M |
| Forefront Wealth Partners, LLC | 1.11% | — | 14,007 | $1.5M |
| Farringdon Capital, Ltd. | 0.62% | — | 13,963 | $1.5M |
| Gries Financial LLC | 0.26% | Add +2.8% | 13,855 | $1.5M |
| Eq LLC | 0.69% | New | 13,778 | $1.5M |
| Parr McKnight Wealth Management Group, LLC | 0.21% | — | 13,758 | $1.5M |
| StoneX Group Inc. | 0.08% | Add +110.4% | 13,671 | $1.5M |
| GWN Securities Inc. | 0.39% | — | 13,594 | $1.5M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -11.3% | 13,563 | $1.4M |
| VestGen Investment Management | 0.40% | Reduce -18.0% | 13,551 | $1.4M |
| Financial Sense Advisors, Inc. | 0.49% | Reduce -6.0% | 13,539 | $1.4M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -23.9% | 13,485 | $1.4M |
| OneAscent Financial Services LLC | 0.12% | New | 13,520 | $1.4M |
| Uptown Financial Advisors LLC | 1.54% | — | 13,328 | $1.4M |
| Icon Wealth Advisors, LLC | 0.12% | Add +21.7% | 13,135 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.72% | Reduce -0.1% | 12,992 | $1.4M |
| Running Point Capital Advisors, LLC | 0.48% | Add +12.7% | 12,982 | $1.4M |
| CMG Global Holdings, LLC | 0.76% | Reduce -0.3% | 12,941 | $1.4M |
| Orleans Capital Management Corp. | 0.77% | Reduce -1.4% | 12,835 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -64.7% | 12,768 | $1.4M |
| Brasada Capital Management, LP | 0.24% | Reduce -20.4% | 12,945 | $1.4M |
| High Falls Advisors, Inc | 0.31% | Reduce -5.9% | 12,708 | $1.4M |
| Silverlake Wealth Management LLC | 0.52% | Add +5.3% | 12,692 | $1.4M |
| Bay Capital Advisors, LLC | 1.09% | — | 12,643 | $1.4M |
| Ascent Group, LLC | 0.10% | Add +4.7% | 12,558 | $1.3M |
| Arrow Investment Advisors, LLC | 1.25% | No change | 11,860 | $1.3M |
| Fiducient Advisors LLC | 0.17% | Add +5.8% | 12,528 | $1.3M |
| IFP Advisors, Inc | 0.04% | Reduce -6.9% | 12,303 | $1.3M |
| Tidal Investments LLC | 0.01% | Reduce -57.4% | 12,233 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +78.3% | 12,232 | $1.3M |
| Root Financial Partners, LLC | 0.16% | Add +356.1% | 12,193 | $1.3M |
| Perennial Investment Advisors, LLC | 0.15% | Add +21.0% | 12,111 | $1.3M |
| SignalPoint Asset Management, LLC | 0.31% | Reduce -26.4% | 12,105 | $1.3M |
| Claro Advisors Inc. | 0.17% | Reduce -31.1% | 12,088 | $1.3M |
| TFB Advisors LLC | 0.37% | Reduce -16.3% | 12,066 | $1.3M |
| Hancock Whitney Corp. | 0.04% | Add +34.5% | 12,038 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -3.8% | 12,029 | $1.3M |
| GC Wealth Management RIA, LLC | 0.23% | Reduce -8.7% | 12,022 | $1.3M |
| Hollencrest Capital Management | 0.05% | Reduce -0.5% | 12,008 | $1.3M |
| BankPlus Wealth Management LLC | 0.95% | — | 11,961 | $1.3M |
| JB Capital LLC | 0.07% | Add +32.9% | 11,804 | $1.3M |
| Verus Capital Partners, LLC | 0.12% | Reduce -12.9% | 11,757 | $1.3M |
| Disciplined Investments, LLC | 0.62% | Add +11.0% | 11,743 | $1.3M |
| Proquility Private Wealth Partners, LLC | 0.40% | Reduce -22.9% | 11,673 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Add +8.2% | 11,666 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +78.1% | 11,645 | $1.2M |
| Diversified Enterprises, LLC | 0.12% | Add +10.9% | 11,639 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -95.0% | 11,631 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +2.7% | 11,578 | $1.2M |
| Riggs Asset Managment Co. Inc. | 0.33% | Add +9.1% | 11,459 | $1.2M |
| World Investment Advisors | 0.03% | Add +0.0% | 11,479 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.55% | Reduce -7.0% | 11,472 | $1.2M |
| WealthShield Partners, LLC | 0.17% | Add +20.4% | 11,443 | $1.2M |
| Van Strum & Towne Inc. | 0.43% | Reduce -5.0% | 11,427 | $1.2M |
| Laurel Wealth Advisors LLC | 0.19% | Reduce -1.3% | 11,361 | $1.2M |
| Arrowroot Family Office, LLC | 0.63% | Add +5.7% | 11,360 | $1.2M |
| Quadrant Private Wealth Management, LLC | 0.30% | Add +0.9% | 11,333 | $1.2M |
| Family Capital Management, Inc. | 0.73% | Reduce -11.8% | 11,267 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +201.0% | 11,260 | $1.2M |
| Thrive Capital Management, LLC | 0.55% | Reduce -25.6% | 11,222 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -64.6% | 11,043 | $1.2M |
| GM Advisory Group, LLC | 0.07% | Add +486.7% | 11,042 | $1.2M |
| Magnus Financial Group LLC | 0.11% | Add +7.8% | 10,864 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +0.6% | 10,760 | $1.1M |
| Cambridge Advisors Inc. | 0.26% | No change | 10,710 | $1.1M |
| Smartleaf Asset Management LLC | 0.12% | Reduce -3.3% | 10,678 | $1.1M |
| Global Trust Asset Management, LLC | 0.43% | Reduce -14.7% | 10,702 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -23.2% | 10,665 | $1.1M |
| Sincerus Advisory, LLC | 1.21% | — | 10,597 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Add +7.2% | 10,592 | $1.1M |
| Neumann Capital Management, LLC | 0.37% | Add +6.3% | 10,416 | $1.1M |
| Optivise Advisory Services LLC | 0.59% | Reduce -4.6% | 10,210 | $1.1M |
| BLB&B Advisors, LLC | 0.05% | Reduce -1.5% | 10,029 | $1.1M |
| Cascade Financial Partners, LLC | 0.14% | No change | 10,015 | $1.1M |
| Norden Group LLC | 0.12% | Reduce -26.4% | 9,977 | $1.1M |
| Camelot Technology Advisors, Inc. | 0.97% | Add +14.2% | 9,947 | $1.1M |
| Roger Wittlin Investment Advisory, LLC | 0.59% | Reduce -7.9% | 9,927 | $1.1M |
| Melfa Wealth Management, Inc. | 0.71% | Add +50.9% | 9,913 | $1.1M |
| Eastern Bank | 0.02% | Reduce -29.8% | 9,689 | $1.0M |
| Indiana Trust & Investment Management Co | 0.35% | Reduce -2.1% | 9,660 | $1.0M |
| Ledyard National Bank | 0.10% | Reduce -0.9% | 9,644 | $1.0M |
| Curtis Advisory Group, LLC | 0.27% | Add +9.0% | 9,604 | $1.0M |
| Acropolis Investment Management, LLC | 0.06% | New | 9,585 | $1.0M |
| Etesian Wealth Advisors, Inc. | 0.45% | Reduce -2.0% | 9,571 | $1.0M |
| GeoWealth Management, LLC | 0.03% | Reduce -4.8% | 9,559 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +14.8% | 9,535 | $1.0M |
| Founders Financial Alliance, LLC | 0.28% | Reduce -0.8% | 9,457 | $1.0M |
| Rathbones Group PLC | 0.00% | No change | 9,431 | $1.0M |
| Wealth Alliance, LLC | 0.12% | Add +1.4% | 9,328 | $997K |
| Strategy Asset Managers LLC | 0.19% | Reduce -2.0% | 9,184 | $981K |
| Bellecapital International Ltd. | 0.18% | No change | 9,173 | $980K |
| Cypress Financial Planning LLC | 0.36% | Add +1.9% | 9,094 | $972K |
| Wealthspire Advisors, LLC | 0.01% | Add +71.6% | 9,043 | $966K |
| Gould Asset Management LLC | 0.20% | New | 8,935 | $955K |
| Focus Financial Network, Inc. | 0.04% | Reduce -3.5% | 8,910 | $952K |
| Camarda Financial Advisors, LLC | 0.36% | Add +7.5% | 8,868 | $948K |
| Waverly Advisors, LLC | 0.01% | Add +78.3% | 8,845 | $945K |
| Private Trust Co. NA | 0.10% | Reduce -10.9% | 8,775 | $938K |
| Montecito Bank & Trust | 0.16% | Reduce -13.6% | 8,724 | $932K |
| Engineers Gate Manager LP | 0.02% | New | 8,554 | $914K |
| CBIZ Investment Advisory Services, LLC | 0.05% | New | 8,544 | $913K |
| PFG Advisors | 0.06% | Reduce -50.1% | 8,517 | $910K |
| FreeGulliver LLC | 0.47% | New | 8,460 | $904K |
| Argonautica Private Wealth Management, Inc. | 0.29% | Reduce -0.6% | 8,450 | $903K |
| Natixis | 0.01% | Reduce -61.8% | 8,445 | $902K |
| Compagnie Lombard Odier SCmA | 0.01% | New | 8,380 | $895K |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -25.7% | 8,357 | $893K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -7.4% | 8,343 | $891K |
| AssuredPartners Investment Advisors, LLC | 0.17% | — | 8,313 | $888K |
| Life Planning Partners, Inc | 0.81% | Add +7.2% | 8,228 | $879K |
| EPIQ Capital Group, LLC | 0.23% | Add +1.4% | 8,210 | $877K |
| David J Yvars Group | 0.53% | Add +1.8% | 8,204 | $877K |
| Federated Hermes, Inc. | 0.00% | Add +16.1% | 8,128 | $868K |
| Tempus Wealth Planning, LLC | 0.26% | Add +10.6% | 8,088 | $864K |
| Strategic Blueprint, LLC | 0.05% | Add +11.0% | 8,068 | $862K |
| Omega Financial Group, LLC | 0.32% | Reduce -3.3% | 8,035 | $858K |
| Moors & Cabot, Inc. | 0.04% | Add +4.4% | 8,018 | $857K |
| Investment House LLC | 0.05% | No change | 7,965 | $851K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +0.5% | 7,948 | $849K |
| Texas Bank & Trust Co | 0.34% | — | 7,782 | $831K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 7,700 | $823K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +11.4% | 7,688 | $821K |
| True Freedom Investing, LLC | 0.36% | — | 7,666 | $819K |
| Merit Financial Group, LLC | 0.01% | Reduce -13.4% | 7,631 | $815K |
| Kaizen Financial Strategies | 0.46% | Reduce -3.9% | 7,619 | $814K |
| Csenge Advisory Group | 0.04% | Reduce -5.3% | 7,606 | $813K |
| Wealth Advisory Solutions, LLC | 0.22% | Add +0.9% | 7,506 | $802K |
| McDonald Partners LLC | 0.20% | No change | 7,500 | $801K |
| Ofc Financial Planning, LLC | 0.84% | — | 7,423 | $793K |
| Ridgewood Investments LLC | 0.38% | Reduce -14.6% | 7,411 | $792K |
| Castleview Partners, LLC | 0.43% | Reduce -7.9% | 7,406 | $791K |
| Oxinas Partners, LLC | 0.46% | Reduce -4.9% | 7,388 | $789K |
| Intergy Private Wealth, LLC | 0.29% | Add +9.5% | 7,360 | $786K |
| Winthrop Advisory Group LLC | 0.09% | Reduce -23.1% | 7,357 | $786K |
| Greenup Street Wealth Management LLC | 0.16% | New | 7,328 | $783K |
| Savvy Advisors, Inc. | 0.09% | Add +7.7% | 7,255 | $775K |
| Rockingstone Advisors LLC | 0.34% | Add +31.1% | 7,213 | $771K |
| RDA Financial Network | 0.22% | Add +12.8% | 7,213 | $771K |
| Midwest Professional Planners, LTD. | 0.23% | Reduce -1.9% | 7,201 | $769K |
| Per Stirling Capital Management, LLC. | 0.11% | Reduce -0.4% | 7,182 | $767K |
| GLOBALT Investments LLC / GA | 0.03% | Add +8.1% | 7,178 | $767K |
| Everstar Asset Management, LLC | 0.54% | Reduce -2.3% | 7,145 | $763K |
| Titleist Asset Management, LLC | 0.09% | Reduce -1.5% | 7,119 | $761K |
| Parallel Advisors, LLC | 0.02% | Reduce -34.5% | 7,097 | $758K |
| GK Wealth Management LLC | 0.96% | — | 7,081 | $757K |
| Clarendon Private LLC | 0.79% | — | 7,041 | $752K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -3.0% | 7,029 | $751K |
| Wealthgarden F.S. LLC | 0.70% | Reduce -7.4% | 6,997 | $748K |
| Mount Lucas Management LP | 0.26% | Add +4.5% | 6,983 | $746K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +57.7% | 6,981 | $746K |
| City State Bank | 0.26% | No change | 6,910 | $738K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -4.4% | 6,899 | $737K |
| Axis Wealth Partners, LLC | 0.62% | — | 6,881 | $735K |
| Traynor Capital Management, Inc. | 0.06% | Reduce -17.3% | 6,874 | $734K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -30.5% | 6,859 | $733K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -9.5% | 6,742 | $720K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Reduce -14.4% | 6,562 | $701K |
| New Century Financial Group, LLC | 0.30% | Reduce -2.3% | 6,564 | $700K |
| Modern Wealth Management, LLC | 0.03% | Add +72.3% | 6,509 | $695K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -50.2% | 6,475 | $692K |
| Summa Corp. | 0.34% | Add +18.4% | 6,450 | $689K |
| Heck Capital Advisors, LLC | 0.08% | Add +94.9% | 6,446 | $689K |
| Heritage Trust Co | 0.08% | — | 6,402 | $684K |
| Pinnacle Associates Ltd. | 0.01% | Add +2.1% | 6,349 | $678K |
| 10Elms LLP | 0.84% | — | 6,251 | $668K |
| Compass Ion Advisors, LLC | 0.08% | Reduce -22.1% | 6,227 | $665K |
| Gouws Capital LLC | 0.45% | Add +0.8% | 6,178 | $660K |
| Virtue Capital Management, LLC | 0.13% | Add +5.2% | 6,138 | $656K |
| JTC Employer Solutions Trustee Ltd | 0.05% | No change | 6,076 | $651K |
| IPG Investment Advisors LLC | 0.15% | Add +20.8% | 6,069 | $648K |
| International Private Wealth Advisors LLC | 0.64% | New | 6,059 | $647K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -11.7% | 5,939 | $635K |
| Adaptive Financial Consulting, LLC | 0.26% | Add +0.4% | 5,912 | $632K |
| Arlington Capital Management, Inc. | 0.44% | Reduce -75.1% | 5,890 | $629K |
| Sheets Smith Wealth Management | 0.08% | Reduce -63.5% | 5,884 | $629K |
| Lane & Associates LLC | 0.32% | Reduce -39.5% | 5,844 | $628K |
| Finer Wealth Management, Inc. | 0.36% | New | 5,873 | $627K |
| Proficio Capital Partners LLC | 0.05% | New | 5,831 | $623K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.6% | 5,823 | $622K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -97.7% | 5,842 | $616K |
| Dohj, LLC | 0.14% | Add +41.5% | 5,655 | $604K |
| Lazari Capital Management, Inc. | 0.24% | Add +36.9% | 5,593 | $598K |
| McAdam, LLC | 0.03% | Reduce -12.4% | 5,586 | $597K |
| Fonville Wealth Management LLC | 0.20% | Add +0.2% | 5,569 | $595K |
| Sharper & Granite LLC | 0.26% | Add +4.3% | 5,550 | $593K |
| Belpointe Asset Management LLC | 0.04% | Reduce -1.0% | 5,319 | $590K |
| Independent Family Office, LLC | 0.31% | Reduce -47.3% | 5,500 | $588K |
| Creative Financial Designs Inc. | 0.05% | Reduce -0.7% | 5,465 | $584K |
| Fort Point Capital Partners LLC | 0.07% | Reduce -0.4% | 5,451 | $582K |
| Sierra Capital LLC | 0.07% | No change | 5,450 | $582K |
| Private Portfolio Partners LLC | 0.11% | Add +1.0% | 5,371 | $574K |
| XTX Topco Ltd | 0.05% | New | 5,363 | $573K |
| Simplicity Wealth,LLC | 0.12% | Reduce -47.2% | 5,308 | $567K |
| Avaii Wealth Management, LLC | 0.28% | Add +19.0% | 5,305 | $567K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,300 | $566K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -3.6% | 5,298 | $566K |
| Shared Vision Wealth Group LLC | 0.30% | Reduce -8.4% | 5,268 | $563K |
| Cosner Financial Group, LLC | 0.35% | No change | 5,245 | $560K |
| Allworth Financial LP | 0.00% | Reduce -30.1% | 5,231 | $560K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -14.8% | 5,224 | $558K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -8.1% | 5,193 | $555K |
| Savant Capital, LLC | 0.00% | New | 5,174 | $553K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.3% | 5,172 | $553K |
| Solstein Capital, LLC | 0.31% | No change | 5,165 | $552K |
| Gradient Capital Advisors, LLC | 0.18% | Reduce -0.0% | 5,115 | $546K |
| Dorsey Wright & Associates | 0.13% | No change | 5,092 | $544K |
| RTD Financial Advisors, Inc. | 0.07% | Add +15.8% | 5,049 | $539K |
| HCR Wealth Advisors | 0.07% | Reduce -2.9% | 5,038 | $538K |
| Two West Capital Advisors LLC | 0.46% | Reduce -12.8% | 5,033 | $538K |
| Afg Fiduciary Services Limited Partnership | 0.38% | Reduce -16.7% | 5,000 | $532K |
| Cornerstone Wealth Group, LLC | 0.04% | Reduce -10.3% | 4,975 | $532K |
| Credit Agricole S A | 0.00% | New | 4,972 | $531K |
| ABLE Financial Group, LLC | 0.16% | Add +0.2% | 4,967 | $531K |
| TSA Wealth Managment LLC | 0.21% | Reduce -18.1% | 4,939 | $528K |
| Group One Trading LLC | 0.02% | New | 4,915 | $525K |
| M3 Advisory Group, LLC | 0.37% | No change | 4,865 | $520K |
| Old Mission Investment Co LLC | 0.15% | Reduce -36.4% | 4,842 | $517K |
| Hohimer Wealth Management, LLC | 0.10% | New | 4,827 | $516K |
| Park Place Capital Corp | 0.14% | Reduce -50.1% | 4,825 | $516K |
| AlphaMark Advisors, LLC | 0.22% | Add +19.3% | 4,791 | $512K |
| Tiemann Investment Advisors, LLC | 0.23% | Reduce -0.0% | 4,774 | $510K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -16.1% | 4,770 | $510K |
| Smallwood Wealth Investment Management, LLC | 0.35% | Reduce -3.2% | 4,753 | $508K |
| Banque Pictet & Cie SA | 0.00% | No change | 4,749 | $507K |
| Bokf, NA | 0.01% | Reduce -8.9% | 4,752 | $501K |
| Fourth Dimension Wealth, LLC | 0.26% | — | 4,670 | $499K |
| International Assets Investment Management, LLC | 0.04% | Add +9.4% | 4,650 | $497K |
| Fiera Capital Corp | 0.00% | No change | 4,630 | $495K |
| Forefront Analytics, LLC | 0.23% | Reduce -86.6% | 4,629 | $495K |
| Silver Oak Securities, Incorporated | 0.05% | Add +5.0% | 4,596 | $492K |
| Cary Street Partners Financial LLC | 0.02% | — | 32,379 | $492K |
| J. W. Coons Advisors, LLC | 0.13% | Add +8.9% | 4,582 | $490K |
| Independence Bank of Kentucky | 0.07% | Reduce -12.1% | 4,554 | $487K |
| Palouse Capital Management, Inc. | 0.32% | Reduce -12.1% | 4,531 | $484K |
| Portside Wealth Group, LLC | 0.08% | Reduce -23.2% | 4,478 | $478K |
| Atlas Private Wealth Advisors | 0.07% | Reduce -31.5% | 4,462 | $477K |
| Berger Financial Group, Inc | 0.03% | Reduce -26.1% | 4,416 | $472K |
| DAVENPORT & Co LLC | 0.00% | Add +68.9% | 4,411 | $471K |
| Modera Wealth Management, LLC | 0.01% | Reduce -11.1% | 4,393 | $469K |
| Investments & Financial Planning, LLC | 0.29% | Reduce -0.3% | 4,365 | $466K |
| Peregrine Asset Advisers, Inc. | 0.17% | Reduce -10.9% | 4,357 | $466K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,308 | $460K |
| HB Wealth Management, LLC | 0.00% | Reduce -8.9% | 4,284 | $458K |
| Kelly Financial Services LLC | 0.16% | New | 4,221 | $456K |
| White Pine Capital LLC | 0.15% | No change | 4,246 | $454K |
| Western Wealth Management, LLC | 0.02% | Reduce -5.9% | 4,230 | $452K |
| Venture Visionary Partners LLC | 0.02% | Add +10.4% | 4,220 | $451K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -9.2% | 4,149 | $443K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +97.5% | 4,072 | $435K |
| L.M. Kohn & Company | 0.11% | Reduce -33.0% | 4,056 | $433K |
| Vermillion & White Wealth Management Group, LLC | 0.32% | Reduce -14.4% | 4,029 | $431K |
| Forte Asset Management LLC | 0.23% | Reduce -7.0% | 4,014 | $429K |
| Carrera Capital Advisors | 0.10% | Add +1.4% | 4,006 | $428K |
| Vision Financial Markets LLC | 0.46% | — | 4,000 | $427K |
| Caitlin John, LLC | 0.29% | Add +8.6% | 3,990 | $426K |
| Hudson Portfolio Management LLC | 0.42% | No change | 3,966 | $424K |
| Planned Solutions, Inc. | 0.17% | No change | 3,942 | $421K |
| Financial Counselors Inc. | 0.01% | Add +6.5% | 3,935 | $420K |
| City National Bank of Florida | 0.38% | — | 3,898 | $416K |
| Life Line Wealth Management LLC | 0.15% | Add +1.4% | 3,843 | $411K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +1.3% | 3,837 | $410K |
| Optimum Investment Advisors | 0.18% | Reduce -3.3% | 3,809 | $407K |
| Ieq Capital, LLC | 0.00% | Add +6.6% | 3,799 | $406K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -1.3% | 3,825 | $403K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,773 | $403K |
| City Center Advisors, LLC | 0.45% | Add +3.6% | 3,772 | $403K |
| Peak Financial Management, Inc. | 0.12% | Add +1.7% | 3,738 | $399K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +22.0% | 3,736 | $399K |
| IMS Capital Management | 0.19% | No change | 3,735 | $399K |
| Exchange Bank | 0.32% | No change | 3,722 | $398K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -36.0% | 3,708 | $396K |
| Cottage Street Advisors LLC | 0.21% | Add +4.7% | 3,692 | $394K |
| Johnson Financial Group, Inc. | 0.02% | Add +266.0% | 3,660 | $393K |
| Advyzon Investment Management, LLC | 0.15% | — | 3,672 | $392K |
| Kovack Advisors, Inc. | 0.04% | Add +6.3% | 3,667 | $392K |
| Colonial Trust Co / SC | 0.06% | Add +109.6% | 3,662 | $391K |
| Coldstream Capital Management Inc. | 0.01% | No change | 3,630 | $388K |
| Fortis Capital Management LLC | 0.07% | Add +13.4% | 3,626 | $387K |
| Caldwell Trust Co | 0.04% | No change | 3,601 | $385K |
| Quadrature Capital Ltd | 0.01% | New | 3,585 | $383K |
| NTV Asset Management LLC | 0.05% | Reduce -12.3% | 3,556 | $380K |
| Ameritas Advisory Services, LLC | 0.01% | Add +38.5% | 3,546 | $379K |
| Canvas Wealth Advisors, LLC | 0.09% | Reduce -4.9% | 3,527 | $377K |
| Haverford Trust Co | 0.00% | Add +1.5% | 3,499 | $374K |
| Renasant Bank | 0.24% | Reduce -58.3% | 3,495 | $373K |
| Moser Wealth Advisors, LLC | 0.19% | Reduce -12.0% | 3,490 | $373K |
| Phillips Financial Management, LLC | 0.03% | Reduce -2.6% | 3,448 | $368K |
| Resurgent Financial Advisors LLC | 0.22% | Reduce -0.0% | 3,415 | $365K |
| Fiduciary Trust Co | 0.00% | Add +20.6% | 3,407 | $364K |
| Mezzasalma Advisors, LLC | 0.12% | New | 3,386 | $362K |
| Waterloo Capital, L.P. | 0.04% | Reduce -73.1% | 3,385 | $362K |
| SVB Wealth LLC | 0.01% | New | 3,378 | $361K |
| Independent Wealth Network Inc. | 0.15% | Reduce -1.6% | 3,377 | $361K |
| Ameriflex Group, Inc. | 0.16% | — | 3,313 | $356K |
| Summit Wealth Partners, LLC | 0.07% | Reduce -35.0% | 3,325 | $355K |
| Harbour Investments, Inc. | 0.01% | Reduce -81.9% | 3,279 | $350K |
| Meadow Creek Wealth Advisors LLC | 0.25% | No change | 3,279 | $350K |
| ProVise Management Group, LLC | 0.03% | Add +0.0% | 3,272 | $350K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -4.6% | 3,266 | $349K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.5% | 3,257 | $348K |
| Adams Asset Advisors, LLC | 0.05% | No change | 3,229 | $345K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -2.7% | 3,225 | $345K |
| Avantra Family Wealth, Inc. | 0.32% | — | 3,229 | $345K |
| Robinson Smith Wealth Advisors LLC | 0.29% | Add +13.8% | 3,221 | $344K |
| Detalus Advisors, LLC | 0.11% | Add +13.0% | 3,198 | $342K |
| CVA Family Office, LLC | 0.05% | Add +0.1% | 3,151 | $337K |
| Maxele Advisors, LLC | 0.32% | — | 3,136 | $335K |
| Redwood Investment Management, LLC | 0.03% | Reduce -14.1% | 3,127 | $334K |
| Aft, Forsyth & Company, Inc. | 0.16% | Reduce -10.9% | 3,120 | $333K |
| Composition Wealth, LLC | 0.01% | Reduce -25.8% | 3,103 | $332K |
| RMR Capital Management, LLC | 0.25% | New | 3,085 | $330K |
| Napatree Capital LLC | 0.19% | No change | 3,066 | $328K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +7.3% | 3,044 | $325K |
| OxenFree Capital LLC | 0.24% | Add +6.0% | 2,996 | $320K |
| Advus Financial Partners, LLC | 0.09% | Reduce -80.7% | 2,987 | $319K |
| Guardian Partners Inc. | 0.03% | — | 3,010 | $319K |
| Birch Financial Group, LLC | 0.36% | — | 2,984 | $319K |
| Anchor Pointe Wealth Management, LLC | 0.41% | — | 2,945 | $315K |
| TFG Advisers LLC | 0.11% | Reduce -0.1% | 2,939 | $314K |
| Triumph Capital Management | 0.11% | New | 2,936 | $314K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +1.6% | 2,915 | $312K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +0.4% | 2,907 | $311K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -0.4% | 2,879 | $308K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 2,868 | $306K |
| Breakwater Capital Group | 0.06% | Reduce -3.2% | 2,843 | $304K |
| Gateway Wealth Partners, LLC | 0.08% | Add +12.8% | 2,839 | $303K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -10.2% | 2,819 | $301K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 2,798 | $299K |
| Exchange Capital Management, Inc. | 0.05% | Reduce -63.4% | 2,746 | $293K |
| Napa Wealth Management | 0.13% | Reduce -54.6% | 2,730 | $292K |
| CAP Partners, LLC | 0.20% | Add +5.2% | 2,697 | $288K |
| Geneos Wealth Management Inc. | 0.01% | Add +9.2% | 2,679 | $286K |
| Empirical Asset Management, LLC | 0.09% | Add +1.8% | 2,674 | $286K |
| BCS Wealth Management | 0.07% | New | 2,665 | $285K |
| Legacy Edge Advisors, LLC | 0.05% | Add +1.7% | 2,657 | $285K |
| Saiph Capital, LLC | 0.13% | New | 2,657 | $284K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -19.6% | 2,615 | $279K |
| BHK Investment Advisors, LLC | 0.10% | Add +1.4% | 2,606 | $278K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.6% | 2,605 | $278K |
| Reliant Investment Partners, LLC | 0.25% | — | 2,601 | $278K |
| Arkadios Wealth Advisors | 0.02% | Reduce -30.1% | 2,593 | $277K |
| Larson Financial Group LLC | 0.01% | Add +5.1% | 2,590 | $277K |
| Cascades Capital Asset Management, LLC | 0.15% | New | 2,575 | $275K |
| Tradewinds, LLC. | 0.08% | Reduce -39.2% | 2,563 | $275K |
| West Wealth Group, LLC | 0.08% | Reduce -1.6% | 2,572 | $275K |
| Brown Advisory Inc. | 0.00% | New | 2,558 | $273K |
| Fragasso Financial Advisors Inc | 0.02% | Add +24.0% | 2,532 | $271K |
| Nilsine Partners, LLC | 0.03% | Add +11.0% | 2,525 | $270K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,516 | $269K |
| Talisman Wealth Advisors LLC | 0.29% | No change | 11,166 | $269K |
| Dimension Capital Management LLC | 0.04% | No change | 2,513 | $269K |
| Jentner Corp | 0.08% | No change | 2,500 | $267K |
| Permanens Capital L.P. | 0.05% | New | 2,490 | $266K |
| Certior Financial Group, LLC | 0.24% | — | 2,487 | $266K |
| Sandhill Capital Partners LLC | 0.02% | Add +0.9% | 2,476 | $265K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -13.3% | 2,471 | $264K |
| Walker Asset Management, LLC | 0.16% | Add +1.1% | 2,463 | $263K |
| Wealth Quarterback LLC | 0.12% | Reduce -11.0% | 2,455 | $262K |
| Blalock Williams, LLC | 0.31% | — | 2,454 | $262K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -18.2% | 2,446 | $261K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.0% | 2,438 | $260K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.0% | 2,415 | $258K |
| Glass Jacobson Investment Advisors llc | 0.08% | Add +176.8% | 2,414 | $258K |
| Naviter Wealth, LLC | 0.03% | No change | 2,414 | $258K |
| Invesco Ltd. | 0.00% | Reduce -80.6% | 2,407 | $257K |
| Wealth Effects LLC | 0.09% | Add +2.4% | 2,405 | $257K |
| Apexium Financial, LP | 0.02% | Reduce -16.8% | 2,360 | $252K |
| TigerOak Management, L.L.C. | 0.09% | — | 2,330 | $249K |
| Chapin Davis, Inc. | 0.08% | No change | 2,199 | $248K |
| Spire Wealth Management | 0.01% | Add +74.3% | 2,317 | $248K |
| Dumont & Blake Investment Advisors LLC | 0.07% | No change | 2,308 | $247K |
| Wheelhouse Advisory Group LLC | 0.15% | Reduce -14.8% | 2,298 | $246K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.5% | 2,294 | $245K |
| Aquire Wealth Advisors, LLC | 0.08% | Reduce -25.1% | 2,281 | $244K |
| Benjamin Edwards Inc. | 0.00% | No change | 2,280 | $244K |
| PFG Investments, LLC | 0.02% | Add +6.9% | 2,268 | $242K |
| American Trust | 0.02% | New | 2,232 | $238K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -2.9% | 2,221 | $237K |
| Red Spruce Capital, LLC | 0.10% | Reduce -3.5% | 2,207 | $236K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,205 | $236K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,175 | $232K |
| Rehmann Capital Advisory Group | 0.01% | New | 2,171 | $232K |
| SageView Advisory Group, LLC | 0.01% | Reduce -12.1% | 2,160 | $231K |
| Three Seasons Wealth, LLC | 0.11% | New | 2,126 | $227K |
| Alteri Wealth LLC | 0.06% | — | 2,125 | $227K |
| Ehrlich Financial Group | 0.16% | New | 2,125 | $227K |
| Concord Wealth Partners | 0.04% | Add +1.1% | 2,125 | $227K |
| Wick Capital Partners, LLC | 0.07% | No change | 2,123 | $227K |
| Harvest Investment Services, LLC | 0.06% | New | 2,123 | $227K |
| Hoxton Planning & Management, LLC | 0.09% | Add +3.9% | 2,113 | $226K |
| Concorde Asset Management, LLC | 0.12% | New | 2,105 | $225K |
| Vident Advisory, LLC | 0.00% | No change | 2,100 | $224K |
| Members Advisory Group LLC | 0.09% | Reduce -99.1% | 1,912 | $220K |
| Obsidian Cio, LLC | 0.04% | Add +13.7% | 2,058 | $220K |
| Chapman Financial Group, LLC | 0.18% | — | 2,054 | $219K |
| City Holding Co. | 0.03% | Reduce -12.0% | 2,054 | $219K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +1.3% | 2,051 | $219K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 2,037 | $218K |
| Vista Cima Wealth Management LLC | 0.23% | — | 2,036 | $218K |
| Powell Investment Advisors, LLC | 0.10% | Add +1.4% | 2,030 | $217K |
| Berkshire Asset Management LLC | 0.01% | No change | 2,005 | $215K |
| Thompson Siegel & Walmsley LLC | 0.00% | Reduce -7.0% | 2,000 | $214K |
| Security Financial Services, INC. | 0.04% | Reduce -33.4% | 1,988 | $212K |
| RiverGlades Family Offices LLC | 0.15% | Reduce -14.6% | 1,986 | $212K |
| Golden State Wealth Management, LLC | 0.03% | — | 1,979 | $211K |
| Cibc World Market Inc. | 0.00% | New | 1,964 | $210K |
| Global Assets Advisory, LLC | 0.12% | Reduce -59.8% | 1,958 | $209K |
| Key Financial Inc | 0.05% | No change | 1,952 | $209K |
| Comprehensive Money Management Services LLC | 0.17% | — | 1,950 | $208K |
| Addison Capital Co | 0.08% | Reduce -38.0% | 1,944 | $208K |
| 1ST Source Bank | 0.01% | Reduce -31.3% | 1,938 | $207K |
| Ancora Advisors LLC | 0.00% | Reduce -0.4% | 1,934 | $207K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -5.5% | 1,927 | $206K |
| Brendel Financial Advisors LLC | 0.12% | New | 1,910 | $204K |
| Hudock, Inc. | 0.04% | New | 1,908 | $204K |
| Bank Pictet & Cie (Europe) AG | 0.00% | New | 1,907 | $204K |
| Finley Financial, LLC | 0.11% | — | 1,900 | $202K |
| Advisory Alpha, LLC | 0.01% | Reduce -19.1% | 1,888 | $202K |
| Procyon Advisors, LLC | 0.01% | Add +0.9% | 1,883 | $201K |
| CNB Bank | 0.09% | Reduce -7.8% | 1,867 | $199K |
| Peoples Bank | 0.14% | Reduce -55.1% | 1,865 | $199K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -4.6% | 1,863 | $199K |
| Coppell Advisory Solutions LLC | 0.03% | Add +45.6% | 1,849 | $198K |
| Continuum Advisory, LLC | 0.03% | Reduce -5.9% | 1,832 | $196K |
| Rothschild Investment LLC | 0.01% | Reduce -35.5% | 1,820 | $194K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -36.2% | 1,814 | $194K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.2% | 1,797 | $192K |
| Richardson Financial Services Inc. | 0.13% | Reduce -12.4% | 1,695 | $182K |
| Bank of New Hampshire | 0.05% | No change | 1,661 | $177K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +93.9% | 1,621 | $173K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -14.6% | 1,599 | $171K |
| Bellwether Advisors, LLC | 0.03% | New | 1,512 | $162K |
| Consultiva Wealth Management, Corp. | 0.80% | New | 1,488 | $159K |
| Ameliora Wealth Management Ltd. | 0.06% | New | 1,475 | $158K |
| Blue Trust, Inc. | 0.00% | Add +36.4% | 1,462 | $156K |
| Lee Danner & Bass Inc. | 0.01% | New | 1,425 | $152K |
| Templeton & Phillips Capital Management, LLC | 0.12% | No change | 1,416 | $151K |
| NBT Bank, N.A. | 0.01% | Reduce -67.1% | 1,397 | $149K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 1,280 | $137K |
| NorthRock Partners, LLC | 0.00% | Reduce -36.9% | 1,277 | $136K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -16.8% | 1,228 | $131K |
| Adirondack Trust Co. | 0.05% | Add +59.4% | 1,138 | $122K |
| Whittier Trust Co. | 0.00% | No change | 1,123 | $120K |
| Tsfg, LLC | 0.02% | Add +0.1% | 1,113 | $119K |
| JFS Wealth Advisors, LLC | 0.01% | Add +100.2% | 1,085 | $116K |
| Murphy & Mullick Capital Management Corp | 0.10% | — | 1,066 | $114K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -1.4% | 1,053 | $113K |
| Olistico Wealth, LLC | 0.07% | No change | 1,050 | $112K |
| Boyd Watterson Asset Management LLC | 0.03% | Add +3.2% | 1,032 | $110K |
| Raffa Wealth Management, LLC | 0.02% | Add +9.9% | 1,000 | $107K |
| LGT Financial Advisors LLC | 0.23% | Reduce -17.3% | 973 | $104K |
| AlphaCentric Advisors LLC | 0.10% | Add +8.1% | 971 | $104K |
| Webster Bank, N. A. | 0.01% | No change | 967 | $103K |
| Covestor Ltd | 0.06% | Add +7.7% | 961 | $103K |
| Financial Freedom, LLC | 0.05% | Add +1.4% | 934 | $100K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +14.2% | 931 | $99K |
| Sachetta, LLC | 0.04% | Add +0.3% | 916 | $98K |
| Sound Income Strategies, LLC | 0.01% | Reduce -5.9% | 915 | $98K |
| Rialto Wealth Management, LLC | 0.03% | — | 900 | $96K |
| Front Row Advisors LLC | 0.03% | Add +8.7% | 888 | $95K |
| Park Square Financial Group, LLC | 0.06% | — | 855 | $91K |
| Main Street Group, LTD | 0.04% | No change | 840 | $90K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 837 | $89K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 800 | $85K |
| Kepos Capital LP | 0.07% | Reduce -86.0% | 800 | $85K |
| Barrett & Company, Inc. | 0.04% | No change | 778 | $83K |
| WR Wealth Planners, LLC | 0.03% | Reduce -58.0% | 770 | $82K |
| Quent Capital, LLC | 0.01% | Add +59.6% | 742 | $79K |
| Register Financial Advisors LLC | 0.04% | No change | 739 | $79K |
| PSI Advisors, LLC | 0.02% | Add +281.1% | 705 | $75K |
| Transce3nd, LLC | 0.02% | — | 688 | $74K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -1.3% | 681 | $73K |
| North Star Investment Management Corp. | 0.01% | Reduce -28.8% | 674 | $72K |
| MRP Capital Investments, LLC | 0.06% | New | 650 | $69K |
| Beacon Capital Management, LLC | 0.01% | Add +0.5% | 624 | $67K |
| Financial Network Wealth Advisors LLC | 0.12% | Reduce -30.4% | 601 | $64K |
| NWK Group, Inc. | 0.02% | Add +5.6% | 589 | $63K |
| Centerpoint Advisors, LLC | 0.02% | Add +9.6% | 581 | $62K |
| Hantz Financial Services, Inc. | 0.00% | New | 580 | $62K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 575 | $61K |
| Union Savings Bank | 0.03% | No change | 569 | $61K |
| Security National Bank | 0.01% | No change | 560 | $60K |
| Salem Investment Counselors Inc. | 0.00% | Add +2.3% | 545 | $58K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 536 | $57K |
| Mechanics Financial Corp | 0.03% | No change | 531 | $57K |
| Activest Wealth Management | 0.02% | No change | 527 | $56K |
| Raleigh Capital Management Inc. | 0.02% | New | 502 | $54K |
| West Paces Advisors Inc. | 0.01% | No change | 500 | $53K |
| TCTC Holdings, LLC | 0.00% | No change | 500 | $53K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -98.5% | 491 | $52K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 486 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +219.9% | 483 | $52K |
| Lavaca Capital LLC | 0.02% | New | 481 | $51K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Reduce -4.5% | 463 | $50K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 427 | $46K |
| Atticus Wealth Management, LLC | 0.01% | Add +1.4% | 425 | $45K |
| Tidemark, LLC | 0.02% | No change | 421 | $45K |
| Mascoma Wealth Management LLC | 0.01% | No change | 420 | $45K |
| Smithfield Trust Co | 0.00% | No change | 397 | $43K |
| AdvisorNet Financial, Inc | 0.00% | No change | 394 | $42K |
| Hemington Wealth Management | 0.01% | No change | 378 | $40K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 368 | $39K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 367 | $39K |
| CENTRAL TRUST Co | 0.00% | Reduce -10.5% | 367 | $39K |
| Pineridge Advisors LLC | 0.01% | New | 366 | $39K |
| Measured Risk Portfolios, Inc. | 0.04% | — | 361 | $39K |
| FWL Investment Management, LLC | 0.01% | Reduce -1.4% | 348 | $37K |
| Avion Wealth | 0.01% | No change | 354 | $37K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 336 | $36K |
| Cohen & Steers, Inc. | 0.00% | Add +2407.7% | 326 | $35K |
| Mather Group, Llc. | 0.00% | Reduce -31.6% | 325 | $35K |
| Gould Capital, LLC | 0.02% | No change | 304 | $32K |
| Biltmore Family Office, LLC | 0.01% | New | 300 | $32K |
| Friedenthal Financial | 0.02% | Add +4.3% | 289 | $31K |
| ORG Partners LLC | 0.00% | Reduce -12.6% | 277 | $30K |
| Oakworth Capital, Inc. | 0.00% | Reduce -12.8% | 278 | $30K |
| Luminist Capital LLC | 0.05% | — | 275 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 275 | $29K |
| Evelyn Partners Asset Management Ltd | 0.01% | — | 272 | $29K |
| Sandy Spring Bank | 0.00% | Reduce -32.1% | 271 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 265 | $28K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 263 | $28K |
| Atwood & Palmer Inc. | 0.00% | No change | 257 | $27K |
| Bogart Wealth, LLC | 0.00% | No change | 248 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.3% | 247 | $26K |
| TD Capital Management LLC | 0.00% | No change | 240 | $26K |
| Investors Research Corp | 0.01% | No change | 238 | $25K |
| Bangor Savings Bank | 0.00% | No change | 225 | $24K |
| Matrix Trust Co | 0.00% | No change | 223 | $24K |
| Silicon Valley Capital Partners | 0.00% | Add +1.4% | 222 | $24K |
| Eagle Bay Advisors LLC | 0.01% | Add +44.0% | 216 | $23K |
| Anchor Investment Management, LLC | 0.00% | No change | 216 | $23K |
| Element Wealth, LLC | 0.01% | Reduce -66.9% | 211 | $23K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 211 | $23K |
| Pittenger & Anderson Inc. | 0.00% | No change | 210 | $22K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 207 | $22K |
| Citizens National Bank Trust Department | 0.00% | No change | 200 | $21K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -99.7% | 200 | $21K |
| EPG Wealth Management LLC | 0.01% | No change | 197 | $21K |
| Picton Mahoney Asset Management | 0.00% | No change | 200 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 195 | $21K |
| Nemes Rush Group LLC | 0.00% | Reduce -49.7% | 192 | $21K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -10.1% | 187 | $20K |
| Wintrust Investments LLC | 0.02% | Reduce -34.6% | 195 | $20K |
| United Community Bank | 0.01% | Reduce -34.7% | 181 | $19K |
| Hurley Capital, LLC | 0.01% | — | 175 | $19K |
| Darwin Wealth Management, LLC | 0.01% | No change | 172 | $18K |
| Operose Advisors LLC | 0.01% | Add +1.2% | 165 | $18K |
| Pflug Koory, LLC | 0.00% | No change | 164 | $18K |
| SRH Advisors, LLC | 0.01% | No change | 160 | $17K |
| Transcendent Capital Group LLC | 0.01% | No change | 155 | $17K |
| Kennebec Savings Bank | 0.02% | No change | 156 | $16K |
| Winch Advisory Services, LLC | 0.00% | New | 150 | $16K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 150 | $16K |
| Ballast Advisors LLC | 0.00% | No change | 134 | $14K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +1.6% | 131 | $14K |
| Global Financial Private Client, LLC | 0.01% | No change | 129 | $14K |
| NFSG Corp | 0.00% | New | 126 | $13K |
| Signaturefd, LLC | 0.00% | Reduce -82.8% | 123 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 122 | $13K |
| Financial Gravity Companies, Inc. | 0.00% | Reduce -9.0% | 122 | $13K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 119 | $13K |
| GAMMA Investing LLC | 0.00% | New | 119 | $13K |
| Collier Financial | 0.01% | — | 118 | $13K |
| Stephens Consulting, LLC | 0.00% | No change | 118 | $13K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 118 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.7% | 117 | $12K |
| AllSquare Wealth Management LLC | 0.01% | No change | 116 | $12K |
| Piscataqua Savings Bank | 0.01% | No change | 110 | $12K |
| Thompson Investment Management, Inc. | 0.00% | No change | 110 | $12K |
| Realta Investment Advisors | 0.00% | Reduce -9.6% | 104 | $11K |
| Decker Retirement Planning Inc. | 0.01% | — | 103 | $11K |
| Community Bank, N.A. | 0.00% | Reduce -41.2% | 100 | $11K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 91 | $10K |
| JCIC Asset Management Inc. | 0.00% | No change | 85 | $9K |
| Granite Investment Partners, LLC | 0.00% | New | 85 | $9K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -54.4% | 84 | $9K |
| Synergy Asset Management, LLC | 0.00% | New | 76 | $9K |
| SYM FINANCIAL Corp | 0.00% | Add +66.7% | 75 | $8K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -96.0% | 80 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 69 | $7K |
| Bank & Trust Co | 0.01% | No change | 65 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 60 | $6K |
| Graney & King, LLC | 0.00% | — | 55 | $6K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -79.5% | 54 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.9% | 53 | $6K |
| Hanseatic Management Services Inc. | 0.01% | No change | 52 | $6K |
| Synergy Investment Management, LLC | 0.00% | — | 52 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 51 | $5K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 50 | $5K |
| Rakuten Securities, Inc. | 0.00% | Add +1075.0% | 47 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 47 | $5K |
| Kestra Investment Management, LLC | 0.00% | New | 45 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 39 | $4K |
| Holos Integrated Wealth LLC | 0.00% | — | 38 | $4K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 37 | $4K |
| Lanark Financial, Inc. | 0.35% | — | 35 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | Add +2.9% | 35 | $4K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -52.2% | 32 | $3K |
| Capital A Wealth Management, LLC | 0.01% | — | 30 | $3K |
| Tucker Asset Management LLC | 0.00% | No change | 30 | $3K |
| Oarsman Capital, Inc. | 0.00% | Reduce -88.3% | 30 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 24 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -94.0% | 24 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 23 | $2K |
| Innovative Advisory Group, LLC | 0.00% | — | 20 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 22 | $2K |
| Investment Counsel Co. of Nevada | 0.00% | — | 18 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -80.4% | 18 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -80.4% | 18 | $2K |
| MGB Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 17 | $2K |
| Catherine Avery Investment Management LLC | 0.00% | — | 17 | $2K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 16 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 14 | $1K |
| Truvestments Capital LLC | 0.00% | No change | 11 | $1K |
| High Note Wealth, LLC | 0.00% | New | 9 | $1K |
| GoalVest Advisory LLC | 0.00% | New | 7 | $748 |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 4 | $428 |
| Legend Financial Advisors, Inc. | 0.00% | New | 4 | $427 |
| MTM Investment Management, LLC | 0.00% | No change | 4 | $427 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1 | $66 |
"% of holder's portfolio" is LQD's weight in each manager's 13F, not the share of Ishr Ibx Usd Invgd CB ETF-Ui the manager owns.