Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q3 2025 (September 30)1,051holders
85new positions
81sold out
8famous investors
$111.38avg. 13F price*
At the end of Q3 2025, 1,051 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings, unchanged from Q2 2025. 85 opened new positions and 81 sold out. The largest holders were Meiji Yasuda Life Insurance Co ($2.1B), Bank of America Corp. ($2.1B) and Nuveen, LLC ($2.0B). 8 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Ishr Ibx Usd Invgd CB ETF-Ui
- Filed as
- ISHARES TR (Q3 2025)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $924.2M |
| Exits | 81 | $586.6M |
All 13F filers, Q2 2025 → Q3 2025: 46,927,803 shares bought and 43,244,789 shares sold, net +3,683,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,051 holders
| Meiji Yasuda Life Insurance Co | 61.28% | No change | 19,120,368 | $2.1B |
| Bank of America Corp. | 0.16% | Add +4.9% | 18,950,293 | $2.1B |
| Nuveen, LLC | 0.52% | Add +99.5% | 17,695,349 | $2.0B |
| BlackRock, Inc. | 0.03% | Reduce -2.6% | 13,938,441 | $1.6B |
| Japan Science & Technology Agency | 26.21% | Reduce -4.3% | 13,206,450 | $1.5B |
| Financial Engines Advisors L.L.C. | 2.29% | Add +1.2% | 10,782,315 | $1.2B |
| Morgan Stanley | 0.07% | Reduce -37.8% | 10,132,388 | $1.1B |
| Wealthfront Advisers LLC | 2.65% | Add +9.3% | 10,119,085 | $1.1B |
| Allianz Investment Management U.S. LLC | 32.74% | No change | 7,862,205 | $876.4M |
| TD Asset Management Inc | 0.57% | Add +2732.9% | 6,327,844 | $705.4M |
| Envestnet Asset Management Inc. | 0.18% | Add +16.2% | 5,703,391 | $635.8M |
| Royal Bank of Canada | 0.09% | Add +314.5% | 4,770,231 | $531.7M |
| Goldman Sachs Group Inc. | 0.07% | Add +16.4% | 4,404,550 | $491.0M |
| UBS Group AG | 0.10% | Reduce -13.2% | 4,364,301 | $486.5M |
| Wells Fargo & Company | 0.10% | Reduce -14.8% | 4,337,179 | $483.5M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 3.42% | No change | 4,040,400 | $450.4M |
| LPL Financial LLC | 0.13% | Add +18.5% | 3,947,833 | $440.1M |
| APG Asset Management US Inc. | 2.83% | Reduce -22.3% | 3,441,813 | $383.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.27% | Add +3.0% | 3,373,135 | $376.0M |
| D. E. Shaw & Co. | 0.32% | New | 3,319,000 | $370.0M |
| Ameriprise Financial Inc. | 0.08% | Reduce -27.7% | 3,276,638 | $365.1M |
| Barings LLC | 6.05% | Add +3764.3% | 2,771,727 | $309.0M |
| Jane Street Group, LLC | 0.35% | Add +4740.2% | 2,680,658 | $298.8M |
| Northwestern Mutual Investment Management Company, LLC | 4.31% | Add +24.5% | 2,670,204 | $297.6M |
| Caisse de depot et placement du Quebec | 0.50% | New | 2,487,012 | $277.2M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $273.9M |
| Northern Trust Corp. | 0.03% | Add +9.8% | 2,302,590 | $256.7M |
| Fisher Asset Management | 0.09% | Reduce -27.3% | 2,225,847 | $248.1M |
| State of Michigan Retirement System | 1.16% | No change | 2,172,400 | $242.2M |
| BNP Paribas | 6.95% | Add +72.5% | 2,064,255 | $230.1M |
| HSBC Holdings PLC | 0.14% | Add +30.8% | 2,059,059 | $229.8M |
| Migdal Insurance & Financial Holdings Ltd. | 2.36% | No change | 1,965,000 | $219.0M |
| Prudential Financial Inc. | 0.22% | No change | 1,659,426 | $185.0M |
| Prudential PLC | 1.28% | Add +68.6% | 1,560,058 | $173.9M |
| Members Trust Co | 5.49% | Add +0.4% | 1,497,770 | $167.0M |
| Barclays PLC | 0.06% | Reduce -34.6% | 1,386,727 | $154.6M |
| Mutual of America Capital Management LLC | 1.61% | Reduce -13.3% | 1,368,140 | $152.5M |
| Schroder Investment Management Group | 0.12% | Add +12.6% | 1,356,285 | $151.3M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -4.3% | 1,185,071 | $132.1M |
| Assetmark, Inc. | 0.28% | Reduce -42.5% | 1,174,244 | $130.9M |
| Legal & General Group Plc | 0.03% | Add +7564.8% | 1,154,925 | $128.7M |
| Raymond James Financial Inc. | 0.04% | Add +13.1% | 1,066,181 | $118.8M |
| MML Investors Services, LLC | 0.31% | Add +17.0% | 1,051,305 | $117.2M |
| Cetera Investment Advisers | 0.13% | Add +13.4% | 1,040,535 | $116.0M |
| Man Group plc | 0.21% | Add +19.6% | 965,896 | $107.7M |
| Bridgewater Associates | 0.42% | Reduce -7.0% | 962,500 | $107.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.33% | Add +25.5% | 945,438 | $105.4M |
| Principal Financial Group Inc. | 0.05% | Reduce -26.9% | 940,000 | $104.8M |
| Allspring Global Investments Holdings, LLC | 0.16% | Reduce -0.8% | 886,006 | $98.8M |
| FMR LLC | 0.00% | Reduce -18.2% | 850,968 | $94.9M |
| Valmark Advisers, Inc. | 1.21% | Add +4.0% | 836,215 | $93.2M |
| Stifel Financial Corp. | 0.08% | Reduce -10.4% | 819,413 | $91.3M |
| Sumitomo Mitsui Financial Group, Inc. | 1.52% | Reduce -82.4% | 776,946 | $86.6M |
| Osaic Holdings, Inc. | 0.12% | Add +19.0% | 756,293 | $84.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -60.0% | 741,868 | $82.7M |
| Verition Fund Management LLC | 0.49% | Reduce -76.7% | 731,163 | $81.5M |
| GDS Wealth Management | 5.25% | Add +14.6% | 714,034 | $79.6M |
| MetLife Investment Management, LLC | 0.36% | Reduce -27.9% | 679,100 | $75.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.17% | Add +52.9% | 678,805 | $75.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -0.7% | 593,186 | $66.1M |
| SG Americas Securities, LLC | 0.24% | Reduce -31.4% | 589,069 | $65.7M |
| Neuberger Berman Group LLC | 0.05% | New | 580,497 | $64.7M |
| Readystate Asset Management LP | 5.96% | Add +196.3% | 548,421 | $61.1M |
| Susquehanna International Group, LLP | 0.09% | Reduce -75.7% | 540,964 | $60.3M |
| State of New Jersey Common Pension Fund D | 0.21% | No change | 510,991 | $57.0M |
| Creative Planning | 0.04% | Add +3.7% | 486,822 | $54.3M |
| Citigroup Inc. | 0.04% | Add +42.7% | 454,214 | $50.6M |
| iA Global Asset Management Inc. | 0.69% | Reduce -31.8% | 451,200 | $50.3M |
| Park Avenue Securities LLC | 0.39% | Add +15.3% | 450,042 | $50.2M |
| O'shaughnessy Asset Management, LLC | 0.29% | Add +16.3% | 448,783 | $50.0M |
| Janus Henderson Group PLC | 0.02% | Add +10.9% | 434,443 | $48.4M |
| Millennium Management | 0.04% | Add +35.0% | 411,540 | $45.9M |
| Kestra Advisory Services, LLC | 0.20% | Add +170.0% | 397,828 | $44.3M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Add +20.9% | 396,506 | $44.2M |
| Sona Asset Management (us) LLC | 5.68% | Reduce -93.1% | 396,206 | $44.2M |
| Jefferies Financial Group Inc. | 0.40% | Add +34.6% | 376,951 | $42.0M |
| Gallagher Fiduciary Advisors, LLC | 1.42% | Reduce -92.2% | 346,385 | $38.6M |
| Truist Financial Corp. | 0.05% | Reduce -45.3% | 343,348 | $38.3M |
| HRT Financial LP | 0.14% | New | 342,997 | $38.2M |
| Focus Partners Wealth | 0.06% | Add +1.0% | 334,756 | $37.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -3.1% | 329,129 | $36.7M |
| Ritholtz Wealth Management | 0.71% | Add +12.9% | 328,246 | $36.6M |
| Sigma Planning Corp | 1.02% | Add +2.2% | 322,735 | $36.0M |
| Clark Capital Management Group, Inc. | 0.22% | Add +9.8% | 319,431 | $35.6M |
| Stratos Investment Management, LLC | 1.45% | Add +3.2% | 314,537 | $35.1M |
| Farther Finance Advisors, LLC | 0.52% | Add +1111.0% | 306,112 | $34.1M |
| Cheviot Value Management, LLC | 3.54% | Add +14.1% | 294,643 | $33.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.30% | Reduce -6.6% | 297,134 | $33.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +47.2% | 296,678 | $33.1M |
| Edgestream Partners, L.P. | 0.93% | New | 286,812 | $32.0M |
| Jain Global LLC | 0.44% | New | 285,200 | $31.8M |
| American Family Investments, Inc. | 1.60% | Add +18.9% | 273,400 | $30.5M |
| Equitable Holdings, Inc. | 0.22% | Add +14.6% | 270,991 | $30.2M |
| NYL Investors LLC | 10.06% | Reduce -68.7% | 262,632 | $29.3M |
| Baird Financial Group, Inc. | 0.05% | Add +152.0% | 256,336 | $28.6M |
| Joule Financial, LLC | 8.52% | Add +5.1% | 255,220 | $28.4M |
| CIBC Private Wealth Group LLC | 0.05% | Reduce -5.3% | 249,354 | $27.8M |
| Constellation Investments, Inc. | 1.30% | No change | 249,317 | $27.8M |
| Westshore Wealth, LLC | 9.28% | Reduce -0.0% | 243,775 | $27.2M |
| Virtue Capital Management, LLC | 4.29% | Add +10057.9% | 530,346 | $26.9M |
| Modern Wealth Management, LLC | 0.53% | Add +14.1% | 241,181 | $26.9M |
| Qube Research & Technologies Ltd | 0.04% | Add +85.3% | 235,832 | $26.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.6% | 234,195 | $26.1M |
| Daiichi Life Insurance Co., Ltd. | 0.65% | Add +13.2% | 231,000 | $25.7M |
| Wela Strategies, Inc. | 9.63% | Add +3.3% | 227,873 | $25.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.19% | Reduce -5.1% | 225,569 | $25.1M |
| Regal Investment Advisors LLC | 1.63% | Add +7.5% | 224,987 | $25.1M |
| Mackenzie Financial Corp. | 0.03% | Add +5.0% | 224,700 | $25.0M |
| Marshall Wace, LLP | 0.03% | Reduce -34.5% | 218,846 | $24.4M |
| Alpha Cubed Investments, LLC | 0.85% | Add +4.8% | 218,189 | $24.3M |
| Atria Investments, Inc | 0.27% | Add +2.9% | 213,625 | $23.8M |
| Hilltop Holdings Inc. | 1.26% | Add +12.6% | 213,430 | $23.8M |
| TD Private Client Wealth LLC | 0.53% | Add +2.6% | 210,314 | $23.4M |
| Strong Tower Advisory Services | 4.44% | Add +7.2% | 210,289 | $23.4M |
| Keybank National Association | 0.08% | Reduce -5.9% | 208,867 | $23.3M |
| Centiva Capital, LP | 2.17% | Add +110.9% | 207,883 | $23.2M |
| Principal Securities, Inc. | 0.37% | Add +29.7% | 202,883 | $22.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.5% | 202,322 | $22.6M |
| Petrus Trust Company, LTA | 2.47% | Add +7.8% | 202,029 | $22.5M |
| Rockefeller Capital Management L.P. | 0.04% | Add +1.9% | 197,789 | $22.0M |
| Alley Investment Management Company, LLC | 2.55% | Add +1.1% | 197,375 | $22.0M |
| Silphium Asset Management Ltd | 6.41% | No change | 194,200 | $21.6M |
| Tudor Investment Corporation | 0.14% | Add +60.1% | 193,062 | $21.5M |
| Mariner Investment Group LLC | 8.14% | Add +52.6% | 188,000 | $21.0M |
| Scotia Capital Inc. | 0.09% | Add +2.7% | 186,379 | $20.8M |
| CI Investments Inc. | 0.07% | Reduce -4.0% | 180,632 | $20.1M |
| Summit Financial Consulting LLC | 16.03% | Add +4154.0% | 180,158 | $20.1M |
| Capstone Investment Advisors, LLC | 0.21% | Add +146.4% | 177,936 | $19.8M |
| Canal Capital Management, LLC | 2.94% | Add +0.7% | 175,500 | $19.6M |
| USA Financial Formulas | 3.44% | Reduce -49.6% | 175,324 | $19.5M |
| DDFG, Inc | 4.51% | Add +5.8% | 175,190 | $19.5M |
| Lifeworks Advisors, LLC | 2.61% | Add +3.8% | 174,743 | $19.5M |
| IHT Wealth Management, LLC | 0.49% | Reduce -7.0% | 174,342 | $19.4M |
| Willis Johnson & Associates, Inc. | 1.19% | Add +4.6% | 171,784 | $19.1M |
| Independence Financial Advisors, LLC | 5.69% | Add +49.5% | 167,706 | $18.7M |
| Vision Capital Management, Inc. | 2.29% | Add +2.2% | 166,737 | $18.6M |
| Hudson Bay Capital Management LP | 0.13% | Reduce -78.8% | 165,000 | $18.4M |
| Allstate Corp. | 0.42% | Add +257.8% | 164,616 | $18.3M |
| Strategic Wealth Partners, Ltd. | 1.36% | Add +2.9% | 163,091 | $18.2M |
| Betterment LLC | 0.04% | Reduce -4.5% | 162,972 | $18.2M |
| Spahn Wealth & Retirement LLC | 10.74% | Reduce -2.0% | 162,486 | $18.1M |
| Kingsview Wealth Management, LLC | 0.28% | Reduce -31.6% | 161,715 | $18.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +1.9% | 157,017 | $17.5M |
| Zacks Investment Management | 0.14% | Add +0.3% | 154,553 | $17.2M |
| Towercrest Capital Management | 2.73% | Add +10.2% | 152,763 | $17.0M |
| Dai-ichi Life Holdings, Inc. | 15.83% | Add +43.2% | 147,004 | $16.4M |
| Deutsche Bank AG | 0.01% | Add +84.2% | 146,911 | $16.4M |
| Ashton Thomas Private Wealth, LLC | 0.42% | Add +4014.6% | 144,917 | $16.2M |
| Macquarie Group Ltd. | 0.02% | No change | 144,902 | $16.2M |
| DRW Securities, LLC | 0.83% | Add +623.8% | 144,451 | $16.1M |
| MAI Capital Management | 0.10% | Add +3.3% | 143,712 | $16.0M |
| Ssi Investment Management LLC | 5.94% | Add +0.2% | 140,883 | $15.7M |
| Edmond DE Rothschild Holding S.A. | 0.24% | Reduce -22.7% | 139,624 | $15.6M |
| Asset Management One Co., Ltd. | 0.04% | No change | 137,280 | $15.3M |
| HMS Capital Management, LLC | 6.43% | Add +4.6% | 137,107 | $15.3M |
| Oppenheimer & Co. Inc. | 0.19% | Add +0.5% | 137,000 | $15.3M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -4.3% | 134,618 | $15.0M |
| Bank of Montreal | 0.01% | Reduce -5.2% | 134,251 | $15.0M |
| von Borstel & Associates, Inc. | 2.24% | New | 132,026 | $14.6M |
| Guggenheim Capital LLC | 0.11% | Add +1.8% | 131,128 | $14.6M |
| Hudson Capital Management LLC | 3.96% | Add +0.4% | 129,618 | $14.4M |
| Apella Capital, LLC | 0.32% | Add +338.4% | 126,231 | $14.2M |
| NewEdge Advisors, LLC | 0.06% | Add +140.6% | 125,375 | $14.0M |
| Providence First Trust Co | 4.84% | Reduce -0.0% | 125,339 | $14.0M |
| Mechanics Bank Trust Department | 1.95% | Reduce -9.9% | 124,429 | $13.9M |
| Insight Wealth Partners, LLC | 6.00% | Add +13.9% | 121,766 | $13.6M |
| Fsa Wealth Partners, Inc. | 5.16% | Reduce -3.1% | 120,033 | $13.4M |
| 1607 Capital Partners, LLC | 1.01% | Reduce -9.6% | 119,860 | $13.4M |
| Daiwa Securities Group Inc. | 0.04% | Reduce -0.8% | 118,860 | $13.2M |
| Gotham Asset Management | 0.06% | Add +10.0% | 118,624 | $13.2M |
| Cresta Advisors, Ltd. | 5.90% | Add +5.7% | 118,560 | $13.2M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +5.3% | 116,815 | $13.0M |
| Northcape Wealth Management, LLC | 3.76% | Reduce -10.8% | 115,578 | $12.9M |
| Fifth Third Bancorp | 0.04% | Reduce -3.3% | 115,372 | $12.9M |
| MTC Wealth Management LLC | 5.89% | Reduce -0.8% | 113,529 | $12.7M |
| Mustico Financial Group, Inc. | 12.64% | Reduce -0.8% | 126,715 | $12.5M |
| Donaldson Capital Management, LLC | 0.39% | Add +31.3% | 110,510 | $12.3M |
| IFG Advisory, LLC | 0.55% | Add +4.8% | 108,325 | $12.1M |
| Strategic Investment Advisors / MI | 1.05% | Reduce -99.9% | 98 | $11.7M |
| First American Trust, FSB | 0.85% | Add +40.8% | 104,726 | $11.7M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +891.8% | 102,872 | $11.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.66% | Add +16.8% | 102,400 | $11.4M |
| Foundations Investment Advisors, LLC | 0.17% | Add +381.2% | 102,311 | $11.4M |
| 5th Street Advisors, LLC | 5.63% | Reduce -8.6% | 102,079 | $11.4M |
| Twele Capital Management, Inc. | 2.09% | Add +5.2% | 101,761 | $11.3M |
| Genus Capital Management Inc. | 1.31% | Add +3.1% | 101,144 | $11.3M |
| Synovus Financial Corp. | 0.13% | Reduce -0.1% | 100,097 | $11.2M |
| Trajan Wealth LLC | 0.48% | Reduce -3.1% | 100,030 | $11.2M |
| LPWM LLC | 2.97% | Add +1.7% | 99,836 | $11.1M |
| Capstone Wealth Management Group, LLC | 4.65% | New | 98,503 | $11.0M |
| Shelter Mutual Insurance Co | 2.38% | No change | 95,196 | $10.6M |
| Leo Wealth, LLC | 1.37% | Reduce -56.9% | 95,113 | $10.6M |
| Fulton Breakefield Broenniman LLC | 0.68% | Reduce -1.5% | 94,868 | $10.6M |
| Topel & Distasi Wealth Management, LLC | 5.21% | Add +4.6% | 94,736 | $10.6M |
| Horizon Investments, LLC | 0.14% | Reduce -24.0% | 93,917 | $10.4M |
| Wealthstar Advisors, LLC | 4.10% | Reduce -2.4% | 93,173 | $10.4M |
| EFG Asset Management (Americas) Corp. | 1.79% | Add +1.0% | 93,045 | $10.4M |
| Winthrop Capital Management, LLC | 2.51% | Reduce -4.4% | 93,032 | $10.4M |
| Invictus Private Wealth, LLC | 0.64% | Add +3.4% | 92,249 | $10.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -54.0% | 91,292 | $10.2M |
| Ball & Co Wealth Management Inc. | 6.72% | New | 90,587 | $10.1M |
| Beta Wealth Group, Inc. | 3.98% | Add +21.6% | 90,541 | $10.1M |
| Wesbanco Bank Inc. | 0.28% | Add +2.3% | 90,210 | $10.1M |
| Wayfinding Financial, LLC | 4.26% | Add +0.6% | 88,669 | $9.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -65.8% | 88,138 | $9.8M |
| Net Worth Advisory Group | 2.82% | Reduce -15.7% | 87,590 | $9.8M |
| Summit Financial, LLC | 0.15% | Add +33.7% | 87,156 | $9.7M |
| US Bancorp \de | 0.01% | Add +37.7% | 84,833 | $9.5M |
| TD Waterhouse Canada Inc. | 0.06% | Add +0.5% | 84,184 | $9.4M |
| Itau Unibanco Holding S.A. | 0.32% | Add +111874.7% | 83,981 | $9.4M |
| Jones Financial Companies LLLP | 0.01% | Add +136.1% | 83,949 | $9.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +57.5% | 83,708 | $9.3M |
| Advisors Preferred, LLC | 1.33% | Add +403.6% | 80,989 | $9.0M |
| WBH Advisory Inc. | 0.69% | Add +5.5% | 80,716 | $9.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.0% | 80,466 | $9.0M |
| Integrated Advisors Network LLC | 0.37% | Add +20.2% | 79,706 | $8.9M |
| Jmac Enterprises LLC | 1.75% | Add +5.2% | 79,424 | $8.9M |
| Easterly Investment Partners LLC | 0.59% | No change | 78,690 | $8.8M |
| Heartwood Wealth Advisors LLC | 0.82% | Add +1.9% | 78,660 | $8.8M |
| Mariner, LLC | 0.01% | Add +5.5% | 78,285 | $8.7M |
| Headlands Technologies LLC | 0.70% | Add +418.8% | 78,189 | $8.7M |
| Stephens Inc. | 0.11% | Reduce -0.8% | 77,309 | $8.6M |
| Two Sigma Securities, LLC | 1.27% | Add +50.0% | 76,948 | $8.6M |
| Anfield Capital Management, LLC | 2.47% | Reduce -4.5% | 75,184 | $8.4M |
| Rothschild Wealth LLC | 1.81% | Add +4.5% | 74,517 | $8.3M |
| Fiduciary Financial Group, LLC | 1.30% | Add +4.5% | 74,013 | $8.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -7.0% | 73,109 | $8.1M |
| Nvwm, LLC | 1.83% | Add +4.8% | 73,068 | $8.1M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +1.2% | 72,236 | $8.1M |
| Alliance Wealth Management Group | 1.76% | Add +21.4% | 71,173 | $7.9M |
| Cerity Partners LLC | 0.01% | Add +15.4% | 71,115 | $7.9M |
| M&T Bank Corp | 0.03% | Reduce -6.1% | 71,050 | $7.9M |
| Lakeridge Wealth Management LLC | 3.51% | Reduce -40.5% | 70,826 | $7.9M |
| Comerica Bank | 0.03% | Add +6.5% | 70,812 | $7.9M |
| Chesapeake Wealth Management | 2.40% | Add +13.4% | 70,446 | $7.9M |
| Mutual Advisors, LLC | 0.17% | Add +2.6% | 69,681 | $7.8M |
| First Trust Advisors LP | 0.01% | Add +20.8% | 69,213 | $7.7M |
| Crabel Capital Management, LLC | 6.82% | Reduce -15.2% | 68,367 | $7.6M |
| Axos Invest Inc. | 5.66% | Reduce -2.8% | 67,832 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.4% | 67,472 | $7.5M |
| Corient Private Wealth LP | 0.01% | Reduce -2.9% | 67,361 | $7.5M |
| Flow Traders U.S. LLC | 0.31% | New | 67,353 | $7.5M |
| Idaho Trust Co | 2.52% | Add +23.3% | 67,205 | $7.5M |
| Perigon Wealth Management, LLC | 0.15% | Add +3.9% | 66,580 | $7.4M |
| Compound Planning, Inc. | 0.24% | Add +19.6% | 66,311 | $7.4M |
| Marex Group Ltd | 0.09% | Add +296.9% | 65,020 | $7.2M |
| First Foundation Advisors | 0.27% | Reduce -1.1% | 64,702 | $7.2M |
| Keystone Global Partners, LLC | 3.62% | Reduce -2.6% | 63,746 | $7.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +117.9% | 62,590 | $7.0M |
| Providence Capital Advisors, LLC | 1.20% | Add +3.2% | 62,340 | $6.9M |
| Waterloo Capital, L.P. | 0.52% | Add +132.2% | 62,182 | $6.9M |
| Old Mission Capital LLC | 0.25% | New | 61,774 | $6.9M |
| Bank Hapoalim BM | 0.89% | New | 60,000 | $6.9M |
| Pinkerton Wealth, LLC | 0.74% | Reduce -12.9% | 61,571 | $6.9M |
| Insight Wealth Strategies, LLC | 0.81% | Reduce -3.4% | 61,526 | $6.9M |
| Central Pacific Bank - Trust Division | 0.86% | Add +2.0% | 61,235 | $6.8M |
| Captrust Financial Advisors | 0.01% | Add +1.5% | 61,074 | $6.8M |
| Fairvoy Private Wealth, LLC | 1.54% | Reduce -7.0% | 60,611 | $6.8M |
| Y.D. More Investments Ltd | 0.38% | Reduce -21.5% | 60,404 | $6.7M |
| Flputnam Investment Management Co. | 0.10% | Add +11.5% | 60,348 | $6.7M |
| Modus Advisors, LLC | 1.82% | Add +2.2% | 60,183 | $6.7M |
| Aozora Bank, LTD. | 6.80% | No change | 60,000 | $6.7M |
| Vontobel Holding Ltd. | 0.02% | Reduce -2.8% | 59,597 | $6.6M |
| Balefire, LLC | 1.32% | Reduce -0.8% | 59,483 | $6.6M |
| Evelyn Partners Investment Management (Europe) Ltd | 2.27% | Add +3.8% | 58,869 | $6.6M |
| Rwa Wealth Partners, LLC | 0.07% | Add +0.7% | 58,449 | $6.5M |
| Welch & Forbes LLC | 0.08% | Reduce -0.8% | 58,279 | $6.5M |
| Curran Financial Partners, LLC | 1.25% | Reduce -38.7% | 56,621 | $6.3M |
| Midwest Financial Group LLC | 2.95% | Add +0.7% | 55,588 | $6.2M |
| David J Yvars Group | 3.20% | Add +7.6% | 53,522 | $6.0M |
| Lighthouse Financial LLC | 3.93% | Add +192.0% | 53,384 | $6.0M |
| Citadel Advisors | 0.00% | New | 52,145 | $5.8M |
| Capital Investment Advisors, LLC | 0.10% | Add +0.4% | 51,939 | $5.8M |
| NewEdge Wealth, LLC | 0.08% | Reduce -0.2% | 50,995 | $5.6M |
| Exencial Wealth Advisors, LLC | 0.18% | Add +5.8% | 49,876 | $5.6M |
| BTG Pactual Asset Management US LLC | 0.64% | Add +45.9% | 49,372 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.8% | 48,116 | $5.4M |
| Rochester Wealth Strategies, LLC | 3.42% | Add +18.6% | 46,899 | $5.2M |
| Camden National Bank | 0.72% | Add +13.4% | 46,479 | $5.2M |
| Sax Wealth Advisors, LLC | 0.28% | Reduce -14.8% | 46,402 | $5.2M |
| Pines Wealth Management, LLC | 1.74% | Add +4.3% | 46,286 | $5.2M |
| Bar Harbor Wealth Management | 0.30% | Reduce -0.8% | 44,921 | $5.0M |
| Turn8 Private Wealth Inc. | 3.44% | Reduce -7.1% | 42,944 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +13.4% | 42,877 | $4.8M |
| Cornerstone Management, Inc. | 0.79% | Add +10.3% | 42,772 | $4.8M |
| Red Wave Investments LLC | 1.46% | Reduce -6.6% | 42,666 | $4.8M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -18.2% | 42,600 | $4.7M |
| SBI Securities Co., Ltd. | 0.12% | Add +8.4% | 42,462 | $4.7M |
| James Investment Research, Inc. | 0.51% | Add +11.8% | 42,244 | $4.7M |
| Rovin Capital /Ut/ | 1.30% | Add +34.5% | 41,994 | $4.7M |
| Lantern Wealth Advisors, LLC | 2.34% | Add +6.7% | 40,113 | $4.5M |
| Loomis Sayles & Co. L P | 0.01% | No change | 40,000 | $4.5M |
| Fairview Capital Investment Management, LLC | 0.23% | Reduce -6.3% | 39,780 | $4.4M |
| Burns J W & Co. Inc. | 0.50% | Add +0.6% | 39,490 | $4.4M |
| Founders Financial Securities LLC | 0.30% | Reduce -5.5% | 39,403 | $4.4M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.97% | New | 39,261 | $4.4M |
| Worth Asset Management, LLC | 1.95% | New | 39,001 | $4.3M |
| Ssa Swiss Advisors AG | 1.99% | Add +2.6% | 38,363 | $4.3M |
| BCS Private Wealth Management, Inc. | 1.52% | Reduce -11.1% | 38,160 | $4.3M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +6.4% | 37,626 | $4.2M |
| Syntax Research, Inc. | 2.69% | Add +9.1% | 37,604 | $4.2M |
| PKS Advisory Services, LLC | 0.95% | Add +2.7% | 36,823 | $4.1M |
| Madrid Financial Services | 2.54% | Reduce -10.1% | 36,413 | $4.1M |
| Advisory Services Network, LLC | 0.06% | Reduce -0.5% | 36,374 | $4.1M |
| Sagil Capital LLP | 2.44% | No change | 36,200 | $4.0M |
| Mma Asset Management LLC | 1.35% | Add +18.9% | 36,170 | $4.0M |
| NorthCoast Asset Management LLC | 0.02% | Add +2.6% | 36,085 | $4.0M |
| State Street Corp. | 0.00% | Reduce -39.8% | 35,749 | $4.0M |
| Sowell Financial Services LLC | 0.15% | Add +2.1% | 35,518 | $4.0M |
| Independent Solutions Wealth Management, LLC | 0.70% | Add +5.5% | 35,432 | $3.9M |
| Westwood Holdings Group Inc. | 0.03% | Add +14.2% | 35,259 | $3.9M |
| Tme Financial, Inc. | 2.90% | Add +4.4% | 34,759 | $3.9M |
| Joseph P. Lucia & Associates, LLC | 1.44% | Add +0.5% | 34,181 | $3.8M |
| Corepath Wealth Partners LLC | 2.75% | Add +11.6% | 34,080 | $3.8M |
| SevenBridge Financial Group, LLC | 0.62% | Reduce -21.1% | 33,904 | $3.8M |
| Heritage Wealth Management, Inc. | 2.57% | Reduce -2.5% | 33,782 | $3.8M |
| CoreCap Advisors, LLC | 0.14% | Add +11.7% | 33,342 | $3.7M |
| Wescott Financial Advisory Group, LLC | 0.33% | Add +7.1% | 32,995 | $3.7M |
| LWM Advisors Inc. | 3.28% | New | 32,747 | $3.7M |
| RFG Advisory, LLC | 0.08% | Add +181.0% | 32,648 | $3.6M |
| Lanark Financial, Inc. | 0.28% | Reduce -0.4% | 32,626 | $3.6M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -8.3% | 32,176 | $3.6M |
| Full Sail Capital, LLC | 0.19% | Reduce -17.4% | 31,453 | $3.5M |
| &partners | 0.02% | Add +33.4% | 31,300 | $3.5M |
| Alpha Wealth Funds, LLC | 2.84% | Reduce -6.0% | 31,107 | $3.5M |
| Waverly Advisors, LLC | 0.03% | Add +16.9% | 30,945 | $3.4M |
| Tompkins Financial Corp. | 0.28% | Add +7.5% | 30,460 | $3.4M |
| Flagship Private Wealth, LLC | 1.36% | Add +6.7% | 30,328 | $3.4M |
| Transamerica Financial Advisors, LLC | 0.28% | Add +10.5% | 30,279 | $3.4M |
| Invst, LLC | 0.38% | Add +17.8% | 30,243 | $3.4M |
| Fifth Third Securities, Inc. | 0.23% | Reduce -38.1% | 30,139 | $3.4M |
| Cwm, LLC | 0.01% | Reduce -12.9% | 29,928 | $3.3M |
| Argyle Capital Partners, LLC | 2.39% | Add +8.4% | 29,908 | $3.3M |
| Sykon Capital LLC | 1.11% | New | 29,870 | $3.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +8.8% | 29,783 | $3.3M |
| Mokosak Advisory Group, LLC | 0.87% | Add +1.1% | 29,720 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -1.9% | 29,212 | $3.3M |
| Note Advisors, LLC | 1.93% | Add +14.0% | 29,175 | $3.3M |
| Calton & Associates, Inc. | 0.49% | Add +0.3% | 29,164 | $3.3M |
| Farrell Financial LLC | 2.03% | Add +1.1% | 29,090 | $3.2M |
| Roberts Financial Services LLC | 1.04% | Reduce -0.5% | 29,006 | $3.2M |
| Frank, Rimerman Advisors LLC | 0.21% | Reduce -0.3% | 28,986 | $3.2M |
| AMG National Trust Bank | 0.08% | Reduce -4.5% | 28,854 | $3.2M |
| Eukles Asset Management | 1.25% | Add +5.0% | 28,830 | $3.2M |
| CVFG LLC | 2.32% | Add +18.2% | 28,813 | $3.2M |
| Anchor Capital Advisors LLC | 0.09% | Reduce -1.4% | 28,665 | $3.2M |
| Baker Avenue Asset Management, LP | 0.08% | Add +10.0% | 28,623 | $3.2M |
| Cohen & Steers, Inc. | 0.01% | Reduce -0.0% | 28,388 | $3.2M |
| TT Capital Management LLC | 2.40% | Reduce -4.1% | 28,136 | $3.1M |
| Commerce Bank | 0.02% | Reduce -0.2% | 27,899 | $3.1M |
| XTX Topco Ltd | 0.16% | New | 27,316 | $3.0M |
| Spectrum Strategic Capital Management, LLC | 1.81% | Add +6.3% | 27,069 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -50.5% | 26,875 | $3.0M |
| Union Bancaire Privee, UBP SA | 0.04% | Reduce -2.0% | 27,204 | $3.0M |
| One Wealth Advisors, LLC | 0.37% | Add +1.1% | 26,493 | $3.0M |
| CV Advisors LLC | 0.82% | No change | 26,400 | $2.9M |
| Pacifica Partners Inc. | 1.03% | Add +4.1% | 25,838 | $2.9M |
| Seamount Financial Group Inc. | 1.36% | Add +7.5% | 25,841 | $2.9M |
| Jacobi Capital Management LLC | 0.17% | Add +4.0% | 25,794 | $2.9M |
| J.Safra Asset Management Corp | 0.17% | Add +10.1% | 25,681 | $2.9M |
| KG Capital Management | 0.78% | Reduce -3.7% | 25,577 | $2.9M |
| Ironwood Financial, llc | 0.50% | Reduce -1.0% | 25,511 | $2.8M |
| Keel Point, LLC | 0.17% | Reduce -3.5% | 25,480 | $2.8M |
| LYNX Capital Group Ltd. | 1.29% | Add +0.0% | 25,023 | $2.8M |
| New England Asset Management Inc. | 0.38% | No change | 25,000 | $2.8M |
| Plan Group Financial, LLC | 0.75% | Reduce -32.8% | 24,916 | $2.8M |
| FineMark National Bank & Trust | 0.09% | Add +26.6% | 24,489 | $2.7M |
| Crews Bank & Trust | 0.39% | Reduce -2.5% | 23,911 | $2.7M |
| Procyon Advisors, LLC | 0.16% | New | 23,822 | $2.7M |
| Bishop & Co Investment Management, LLC | 0.88% | Reduce -0.7% | 23,732 | $2.6M |
| Clearstead Advisors, LLC | 0.04% | Reduce -2.9% | 23,662 | $2.6M |
| Florin Court Capital LLP | 2.06% | Add +58.4% | 23,600 | $2.6M |
| Clarus Wealth Advisors | 1.16% | Add +6.4% | 23,547 | $2.6M |
| Alterna Wealth Management, Inc. | 2.16% | Reduce -3.5% | 23,559 | $2.6M |
| MIdWestOne Financial Group, Inc. | 0.32% | Reduce -1.3% | 23,520 | $2.6M |
| Duncker Streett & Co. Inc. | 0.46% | Reduce -1.0% | 23,439 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +22.0% | 23,409 | $2.6M |
| Regions Financial Corp. | 0.02% | Reduce -11.1% | 23,364 | $2.6M |
| BankPlus Wealth Management LLC | 1.49% | Add +11.4% | 22,698 | $2.5M |
| Insigneo Advisory Services, LLC | 0.17% | Add +10.9% | 22,332 | $2.5M |
| Mgo One Seven LLC | 0.06% | Add +3.9% | 22,325 | $2.5M |
| Flagstar Securities, Inc. | 0.76% | Add +1.2% | 22,284 | $2.5M |
| Ieq Capital, LLC | 0.01% | Add +83.8% | 22,187 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +265.0% | 22,164 | $2.5M |
| National Bank of Canada | 0.00% | Add +33.1% | 22,003 | $2.5M |
| Avior Wealth Management, LLC | 0.08% | Reduce -1.1% | 21,794 | $2.4M |
| Good Steward Wealth Advisors,LLC | 1.63% | Add +13.9% | 21,202 | $2.4M |
| Gladwyn Financial Advisors, Inc. | 1.69% | Add +4.7% | 21,107 | $2.4M |
| Franklin Resources Inc. | 0.00% | Reduce -4.9% | 21,038 | $2.3M |
| Citizens Financial Group Inc. | 0.03% | Reduce -10.3% | 20,929 | $2.3M |
| Heck Capital Advisors, LLC | 0.18% | New | 20,925 | $2.3M |
| Interactive Financial Advisors, Inc. | 1.24% | Reduce -15.2% | 20,517 | $2.3M |
| SIH Partners, LLLP | 0.20% | Reduce -95.1% | 20,516 | $2.3M |
| Arrien Investments, Inc. | 1.34% | Reduce -0.7% | 20,483 | $2.3M |
| Brady Family Wealth, LLC | 0.71% | Reduce -3.9% | 20,454 | $2.3M |
| Lake Street Private Wealth, LLC | 0.29% | Add +8.2% | 20,319 | $2.3M |
| Coordinated Financial Services, Inc. | 1.46% | Add +10.5% | 20,181 | $2.2M |
| Evolution Wealth Advisors, LLC | 0.30% | Reduce -44.9% | 20,146 | $2.2M |
| Perennial Investment Advisors, LLC | 0.18% | Add +9.3% | 20,046 | $2.2M |
| Soros Fund Management | 0.05% | No change | 20,000 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -1.5% | 19,555 | $2.2M |
| Lifestyle Asset Management, Inc. | 0.74% | Add +127.2% | 19,506 | $2.2M |
| Private Advisory Group LLC | 0.19% | Add +135.3% | 19,423 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -1.7% | 19,320 | $2.2M |
| Brookwood Investment Group LLC | 0.27% | Add +0.4% | 19,065 | $2.1M |
| Mandatum Life Insurance Co Ltd | 0.50% | No change | 18,802 | $2.1M |
| Ballast, Inc. | 0.51% | Add +6.3% | 18,678 | $2.1M |
| Brasada Capital Management, LP | 0.35% | Add +0.9% | 18,323 | $2.0M |
| Smartleaf Asset Management LLC | 0.13% | Add +13.0% | 18,162 | $2.0M |
| Arcataur Capital Management LLC | 0.59% | Reduce -0.1% | 18,078 | $2.0M |
| Lazard Asset Management LLC | 0.00% | New | 18,013 | $2.0M |
| Broyhill Asset Management, LLC | 1.75% | Reduce -4.3% | 17,922 | $2.0M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -63.1% | 17,897 | $2.0M |
| Berkeley Capital Partners, LLC | 0.47% | Add +0.2% | 17,808 | $2.0M |
| Natixis | 0.01% | Add +97.8% | 17,649 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.6% | 17,579 | $2.0M |
| UMB Bank, n.a. | 0.03% | Reduce -10.3% | 17,569 | $2.0M |
| Viawealth, LLC | 1.07% | Reduce -7.7% | 17,509 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +12.4% | 17,479 | $1.9M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -5.5% | 17,444 | $1.9M |
| Bcwm, LLC | 0.58% | Add +5.5% | 17,433 | $1.9M |
| LexAurum Advisors, LLC | 0.28% | Reduce -0.6% | 17,349 | $1.9M |
| Sovran Advisors, LLC | 0.17% | Reduce -25.8% | 17,146 | $1.9M |
| Nwam LLC | 0.10% | Reduce -1.2% | 16,998 | $1.9M |
| Strategy Asset Managers LLC | 0.34% | Add +65.9% | 17,013 | $1.9M |
| Bulltick Wealth Management, LLC | 0.44% | Reduce -25.9% | 16,660 | $1.9M |
| Cosner Financial Group, LLC | 1.00% | Reduce -0.9% | 16,655 | $1.9M |
| Allie Family Office LLC | 0.88% | Add +16.3% | 16,589 | $1.8M |
| Cambridge Advisors Inc. | 0.36% | Add +6.4% | 16,390 | $1.8M |
| Bessemer Group Inc. | 0.00% | Add +0.6% | 16,291 | $1.8M |
| True Freedom Investing, LLC | 0.65% | Add +23.4% | 16,263 | $1.8M |
| Roundview Capital LLC | 0.11% | Add +0.6% | 16,220 | $1.8M |
| Investment Advisory Group, LLC | 0.48% | Reduce -2.9% | 15,839 | $1.8M |
| Riggs Asset Managment Co. Inc. | 0.38% | Add +45.9% | 15,809 | $1.8M |
| Copia Wealth Management | 1.30% | Add +12.7% | 15,649 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -12.4% | 15,603 | $1.7M |
| King Wealth Management Group | 0.22% | Reduce -2.2% | 15,542 | $1.7M |
| Sonata Capital Group Inc. | 0.64% | Reduce -1.2% | 15,533 | $1.7M |
| Country Trust Bank | 0.04% | Reduce -97.7% | 15,500 | $1.7M |
| Running Point Capital Advisors, LLC | 0.46% | Add +9.2% | 15,393 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.8% | 15,103 | $1.7M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -26.2% | 15,081 | $1.7M |
| Freedom Financial Partners LLC | 0.64% | Add +6.1% | 15,021 | $1.7M |
| Hancock Whitney Corp. | 0.03% | Reduce -14.2% | 15,008 | $1.7M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 15,000 | $1.7M |
| Allianz Asset Management GmbH | 0.00% | Reduce -90.0% | 15,000 | $1.7M |
| Private Trust Co. NA | 0.15% | Add +100.1% | 14,808 | $1.7M |
| Melfa Wealth Management, Inc. | 0.97% | Add +4.0% | 14,798 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +11.3% | 14,774 | $1.6M |
| Van Hulzen Asset Management, LLC | 0.12% | Reduce -9.9% | 14,655 | $1.6M |
| Capital Analysts, LLC | 0.05% | Reduce -56.3% | 14,639 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +3.3% | 14,579 | $1.6M |
| Eq LLC | 0.55% | Add +25.5% | 14,562 | $1.6M |
| Warwick Investment Management, Inc. | 0.28% | Add +0.9% | 14,499 | $1.6M |
| Savvy Advisors, Inc. | 0.07% | Add +41.5% | 14,347 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +0.7% | 13,934 | $1.6M |
| Forefront Wealth Partners, LLC | 0.39% | Reduce -0.7% | 13,916 | $1.6M |
| Arrowroot Family Office, LLC | 0.62% | Add +2.8% | 13,895 | $1.5M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Reduce -7.8% | 13,761 | $1.5M |
| Financial Sense Advisors, Inc. | 0.31% | Reduce -2.7% | 13,681 | $1.5M |
| Fiducient Advisors LLC | 0.18% | Add +3.7% | 13,623 | $1.5M |
| Ascent Group, LLC | 0.05% | Reduce -6.5% | 13,567 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -14.6% | 13,497 | $1.5M |
| Disciplined Investments, LLC | 0.59% | Reduce -0.6% | 13,270 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -1.2% | 13,202 | $1.5M |
| Uptown Financial Advisors LLC | 1.27% | Reduce -3.8% | 13,007 | $1.5M |
| CMG Global Holdings, LLC | 0.71% | Add +0.4% | 12,891 | $1.4M |
| Ocean Park Asset Management, LLC | 0.06% | Add +14.1% | 12,954 | $1.4M |
| Exchange Traded Concepts, LLC | 0.01% | Add +10.3% | 12,954 | $1.4M |
| SteelPeak Wealth, LLC | 0.05% | Add +2.6% | 12,895 | $1.4M |
| Brian Low Financial Group, LLC | 1.11% | Reduce -4.8% | 12,789 | $1.4M |
| Gries Financial LLC | 0.22% | Reduce -1.1% | 12,730 | $1.4M |
| Abacus Wealth Partners, LLC | 0.20% | Add +5.1% | 12,635 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +33.4% | 12,581 | $1.4M |
| Simon Quick Advisors, LLC | 0.06% | Add +3.7% | 12,529 | $1.4M |
| First International Bank of Israel Ltd. | 0.79% | Add +7.4% | 12,521 | $1.4M |
| PFG Advisors | 0.06% | New | 12,399 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +78.6% | 12,384 | $1.4M |
| Silverlake Wealth Management LLC | 0.34% | Add +0.1% | 12,264 | $1.4M |
| AlTi Global, Inc. | 0.03% | Reduce -0.4% | 12,220 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.51% | Add +6.0% | 12,153 | $1.4M |
| ShoreHaven Wealth Partners, LLC | 0.50% | Reduce -41.3% | 12,084 | $1.3M |
| Alteri Wealth LLC | 0.46% | Add +16.2% | 12,039 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +1.7% | 11,913 | $1.3M |
| Arrow Investment Advisors, LLC | 1.46% | No change | 11,860 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -5.2% | 11,761 | $1.3M |
| Simplicity Wealth,LLC | 0.08% | Reduce -17.3% | 11,712 | $1.3M |
| Magnus Financial Group LLC | 0.10% | Add +11.8% | 11,601 | $1.3M |
| Prelude Capital Management, LLC | 0.10% | Reduce -62.6% | 11,499 | $1.3M |
| Birch Financial Group, LLC | 0.75% | Add +13.3% | 11,495 | $1.3M |
| Rathbones Group PLC | 0.01% | Add +19.4% | 11,447 | $1.3M |
| Capricorn Fund Managers Ltd | 0.43% | New | 11,402 | $1.3M |
| Intergy Private Wealth, LLC | 0.40% | Add +4.4% | 11,394 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +29.6% | 11,299 | $1.3M |
| Van Strum & Towne Inc. | 0.37% | Add +3.0% | 11,298 | $1.3M |
| StoneX Group Inc. | 0.05% | Reduce -14.1% | 11,265 | $1.3M |
| Adams Asset Advisors, LLC | 0.16% | Add +0.7% | 11,258 | $1.3M |
| Constant Guidance Financial LLC | 1.00% | Reduce -54.1% | 11,190 | $1.2M |
| Edge Financial Advisors LLC | 0.56% | Reduce -34.2% | 11,181 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +3.3% | 10,984 | $1.2M |
| Aspiriant, LLC | 0.04% | Reduce -49.5% | 10,930 | $1.2M |
| Slocum, Gordon & Co LLP | 0.97% | New | 10,917 | $1.2M |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -5.0% | 10,912 | $1.2M |
| Montecito Bank & Trust | 0.19% | — | 10,823 | $1.2M |
| American Financial & Tax Strategies Inc. | 0.60% | Reduce -2.8% | 10,795 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | Add +6.5% | 10,731 | $1.2M |
| Laurel Wealth Advisors LLC | 0.17% | No change | 10,647 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -6.7% | 10,374 | $1.2M |
| Boreal Capital Management LLC | 1.11% | Add +118.1% | 10,340 | $1.2M |
| World Investment Advisors | 0.02% | Add +12.2% | 10,105 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Add +233.4% | 10,099 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +17.7% | 10,089 | $1.1M |
| IFP Advisors, Inc | 0.03% | Reduce -25.3% | 10,033 | $1.1M |
| Evergreen Capital Management LLC | 0.03% | Reduce -2.9% | 9,985 | $1.1M |
| Camelot Technology Advisors, Inc. | 0.88% | Reduce -1.4% | 9,853 | $1.1M |
| Wealth Advisory Solutions, LLC | 0.26% | Add +5.6% | 9,783 | $1.1M |
| GWN Securities Inc. | 0.25% | Reduce -6.2% | 9,741 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.25% | Reduce -41.0% | 9,658 | $1.1M |
| 1832 Asset Management L.P. | 0.00% | Reduce -18.0% | 9,549 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +29.5% | 9,553 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -33.3% | 9,284 | $1.0M |
| Family Capital Management, Inc. | 0.49% | Reduce -7.3% | 9,181 | $1.0M |
| Bellecapital International Ltd. | 0.17% | No change | 9,173 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -20.2% | 9,081 | $1.0M |
| Verus Capital Partners, LLC | 0.08% | Reduce -5.3% | 9,046 | $1.0M |
| Sincerus Advisory, LLC | 0.86% | Add +1.5% | 9,045 | $1.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 9,000 | $1.0M |
| TFB Advisors LLC | 0.29% | Reduce -25.2% | 8,938 | $1.0M |
| Phil A. Younker & Associates, Ltd. | 0.77% | New | 8,973 | $1.0M |
| Wealth Alliance, LLC | 0.10% | Add +0.4% | 8,964 | $999K |
| WealthShield Partners, LLC | 0.11% | Reduce -10.2% | 8,919 | $994K |
| HighMark Wealth Management LLC | 0.43% | Reduce -1.7% | 8,857 | $987K |
| Cambridge Financial Group, LLC | 0.32% | New | 8,819 | $983K |
| Creative Financial Designs Inc. | 0.07% | Add +48.8% | 8,766 | $977K |
| Innealta Capital, LLC | 0.48% | Reduce -0.8% | 8,685 | $968K |
| Brown Brothers Harriman & Co. | 0.01% | Add +6.8% | 8,665 | $966K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 8,635 | $963K |
| Roger Wittlin Investment Advisory, LLC | 0.53% | Reduce -4.8% | 8,573 | $956K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -4.0% | 8,644 | $955K |
| VestGen Investment Management | 0.57% | Reduce -20.9% | 8,570 | $955K |
| Life Planning Partners, Inc | 0.70% | Add +6.3% | 8,552 | $953K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +57.4% | 8,550 | $953K |
| AlphaQuest LLC | 0.06% | New | 8,498 | $947K |
| CBIZ Investment Advisory Services, LLC | 0.04% | No change | 8,402 | $937K |
| BLB&B Advisors, LLC | 0.04% | Reduce -5.7% | 8,376 | $934K |
| Diversified Enterprises, LLC | 0.06% | Add +5.0% | 8,365 | $932K |
| Moors & Cabot, Inc. | 0.04% | Add +5.7% | 8,318 | $927K |
| Tempus Wealth Planning, LLC | 0.21% | Add +0.9% | 8,292 | $924K |
| Hollencrest Capital Management | 0.03% | Reduce -20.4% | 8,292 | $924K |
| Focus Financial Network, Inc. | 0.03% | Reduce -1.2% | 8,269 | $922K |
| Capitol Family Office, Inc. | 1.11% | Add +1.1% | 8,190 | $913K |
| D.A. Davidson & Co. | 0.01% | Add +14.1% | 8,177 | $912K |
| Cypress Financial Planning LLC | 0.28% | Add +1.9% | 8,173 | $911K |
| Founders Financial Alliance, LLC | 0.17% | Add +0.7% | 8,136 | $907K |
| Milestone Asset Management, LLC | 0.17% | New | 8,008 | $893K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.3% | 7,969 | $888K |
| Arete Wealth Advisors, LLC | 0.06% | Add +14.7% | 7,986 | $888K |
| Main Street Financial Solutions, LLC | 0.06% | Add +3.8% | 7,942 | $885K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -3.0% | 7,898 | $880K |
| Ground Swell Capital, LLC | 1.92% | New | 7,827 | $872K |
| Texas Bank & Trust Co | 0.33% | Reduce -0.5% | 7,747 | $864K |
| HB Wealth Management, LLC | 0.01% | Add +15.4% | 7,499 | $836K |
| Ausdal Financial Partners, Inc. | 0.04% | New | 7,451 | $831K |
| Orleans Capital Management Corp. | 0.53% | Reduce -42.7% | 7,410 | $826K |
| City State Bank | 0.24% | No change | 7,410 | $826K |
| Cascade Financial Partners, LLC | 0.09% | No change | 7,399 | $825K |
| Thrive Capital Management, LLC | 0.21% | Reduce -15.0% | 7,296 | $813K |
| Belpointe Asset Management LLC | 0.03% | Add +66.9% | 7,290 | $813K |
| Mount Lucas Management LP | 0.36% | Add +4.2% | 7,233 | $806K |
| Wealthgarden F.S. LLC | 0.57% | Reduce -7.4% | 7,125 | $802K |
| Ofc Financial Planning, LLC | 0.79% | Reduce -2.0% | 7,190 | $801K |
| Investment House LLC | 0.04% | Reduce -5.3% | 7,165 | $799K |
| Clarendon Private LLC | 0.72% | Reduce -9.1% | 7,150 | $797K |
| McDonald Partners LLC | 0.24% | No change | 7,078 | $789K |
| Cobblestone Capital Advisors LLC | 0.04% | Add +6.6% | 7,067 | $788K |
| Maridea Wealth Management LLC | 0.12% | New | 6,991 | $787K |
| Allworth Financial LP | 0.00% | Add +18.9% | 7,056 | $787K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -8.3% | 7,040 | $785K |
| Ridgewood Investments LLC | 0.33% | Add +5.1% | 7,021 | $783K |
| RDA Financial Network | 0.19% | Reduce -5.4% | 6,979 | $778K |
| Titleist Asset Management, LLC | 0.07% | Add +5.2% | 6,969 | $777K |
| Venture Visionary Partners LLC | 0.03% | Reduce -16.2% | 6,719 | $749K |
| Banque Pictet & Cie SA | 0.01% | No change | 6,683 | $745K |
| Omega Financial Group, LLC | 0.25% | Add +0.2% | 6,553 | $731K |
| White Pine Capital LLC | 0.21% | No change | 6,552 | $730K |
| Ameriflex Group, Inc. | 0.27% | Add +1438.5% | 6,477 | $722K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +12.2% | 6,443 | $718K |
| Trivium Point Advisory, LLC | 0.07% | Add +3.6% | 6,443 | $718K |
| Summa Corp. | 0.31% | Add +26.0% | 6,425 | $716K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.1% | 6,406 | $714K |
| Everstar Asset Management, LLC | 0.40% | No change | 6,375 | $711K |
| International Private Wealth Advisors LLC | 0.45% | Add +3.8% | 6,370 | $710K |
| Greenup Street Wealth Management LLC | 0.11% | Add +1.1% | 6,366 | $710K |
| Pachira Investments Inc. | 0.39% | New | 6,275 | $699K |
| Indiana Trust & Investment Management Co | 0.21% | Reduce -18.7% | 6,244 | $696K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -0.0% | 6,229 | $694K |
| Rockingstone Advisors LLC | 0.34% | Reduce -2.4% | 6,223 | $694K |
| 10Elms LLP | 0.71% | No change | 6,186 | $690K |
| Gouws Capital LLC | 0.38% | No change | 6,178 | $689K |
| Kaizen Financial Strategies | 0.31% | Reduce -2.4% | 6,203 | $688K |
| City Center Advisors, LLC | 0.67% | Add +31.8% | 6,142 | $685K |
| Ledyard National Bank | 0.06% | Reduce -36.4% | 6,132 | $684K |
| Fairscale Capital, LLC | 0.47% | No change | 6,116 | $682K |
| Compass Ion Advisors, LLC | 0.06% | Add +0.2% | 6,039 | $673K |
| Savant Capital, LLC | 0.00% | Add +4.9% | 6,023 | $671K |
| Quadrant Private Wealth Management, LLC | 0.12% | Reduce -5.6% | 5,995 | $668K |
| Parsons Capital Management Inc. | 0.04% | Reduce -46.3% | 5,990 | $668K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -1.3% | 5,960 | $664K |
| Lewis Asset Management, LLC | 0.27% | Add +15.7% | 5,952 | $663K |
| Lazari Capital Management, Inc. | 0.23% | Reduce -0.9% | 5,939 | $662K |
| Sharper & Granite LLC | 0.24% | Add +3.6% | 5,908 | $659K |
| Fonville Wealth Management LLC | 0.15% | Reduce -2.8% | 5,899 | $658K |
| Arlington Capital Management, Inc. | 0.42% | Reduce -6.9% | 5,851 | $652K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -56.8% | 5,828 | $650K |
| GK Wealth Management LLC | 0.48% | Reduce -3.1% | 5,785 | $645K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.1% | 5,762 | $642K |
| Exit Wealth Advisors, LLC. | 0.43% | — | 5,747 | $641K |
| Arkadios Wealth Advisors | 0.02% | Add +30.6% | 5,721 | $638K |
| High Falls Advisors, Inc | 0.13% | Reduce -16.5% | 5,691 | $634K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -8.1% | 5,679 | $633K |
| Strategic Blueprint, LLC | 0.03% | Reduce -6.3% | 5,673 | $632K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -13.2% | 5,661 | $631K |
| Etesian Wealth Advisors, Inc. | 0.21% | Reduce -11.5% | 5,652 | $630K |
| Adaptive Financial Consulting, LLC | 0.25% | Reduce -8.9% | 5,647 | $629K |
| Finer Wealth Management, Inc. | 0.31% | Reduce -2.4% | 5,625 | $627K |
| Hohimer Wealth Management, LLC | 0.09% | Add +9.5% | 5,603 | $625K |
| IPG Investment Advisors LLC | 0.11% | Reduce -86.1% | 5,595 | $624K |
| Sheets Smith Wealth Management | 0.07% | Reduce -1.6% | 5,578 | $622K |
| Daymark Wealth Partners, LLC | 0.02% | Add +7.3% | 5,532 | $617K |
| Delta Financial Advisors LLC | 0.17% | New | 5,525 | $616K |
| Independent Family Office, LLC | 0.26% | No change | 5,500 | $613K |
| Midwestern Financial, LLC | 0.52% | Reduce -17.1% | 5,411 | $603K |
| Heritage Trust Co | 0.06% | Reduce -1.6% | 5,386 | $600K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.3% | 5,346 | $596K |
| Global Assets Advisory, LLC | 0.18% | Add +54.2% | 5,311 | $592K |
| Founders Grove Wealth Partners, LLC | 0.14% | New | 5,309 | $592K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,300 | $591K |
| Saiph Capital, LLC | 0.21% | Add +46.5% | 5,299 | $591K |
| Hudson Portfolio Management LLC | 0.51% | Add +9.2% | 5,207 | $580K |
| Solstein Capital, LLC | 0.26% | No change | 5,137 | $573K |
| Two West Capital Advisors LLC | 0.34% | Reduce -3.9% | 5,063 | $571K |
| Trek Financial, LLC | 0.03% | New | 5,064 | $564K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -5.7% | 5,003 | $558K |
| Afg Fiduciary Services Limited Partnership | 0.32% | No change | 5,000 | $558K |
| Vision Financial Markets LLC | 0.48% | Add +25.0% | 5,000 | $557K |
| M3 Advisory Group, LLC | 0.35% | Add +0.3% | 4,993 | $557K |
| Berger Financial Group, Inc | 0.03% | Add +18.9% | 4,987 | $556K |
| Gradient Capital Advisors, LLC | 0.15% | Reduce -0.7% | 4,947 | $551K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +3.1% | 4,932 | $550K |
| Cidel Asset Management Inc. | 0.03% | Add +4.3% | 4,913 | $548K |
| Parallel Advisors, LLC | 0.01% | Reduce -9.4% | 4,873 | $543K |
| Neumann Capital Management, LLC | 0.16% | Reduce -2.8% | 4,848 | $540K |
| NTV Asset Management LLC | 0.06% | Add +42.0% | 4,836 | $539K |
| AssuredPartners Investment Advisors, LLC | 0.12% | Add +58.9% | 4,829 | $538K |
| Smallwood Wealth Investment Management, LLC | 0.27% | No change | 4,741 | $528K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.78% | New | 4,700 | $524K |
| Cary Street Partners Financial LLC | 0.01% | Add +3.5% | 32,477 | $523K |
| Axis Wealth Partners, LLC | 0.30% | Reduce -1.1% | 4,628 | $516K |
| McAdam, LLC | 0.03% | Reduce -1.6% | 4,591 | $512K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +43.1% | 4,545 | $507K |
| Rock Creek Group LLC | 0.05% | No change | 4,500 | $502K |
| Independent Advisor Alliance | 0.01% | Reduce -2.0% | 4,467 | $498K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -11.9% | 4,460 | $497K |
| Hudock, Inc. | 0.08% | Add +1.9% | 4,452 | $496K |
| Advisors Asset Management, Inc. | 0.01% | Add +63.4% | 4,432 | $494K |
| Spire Wealth Management | 0.02% | Add +104.4% | 4,422 | $493K |
| Haverford Trust Co | 0.00% | Reduce -32.2% | 4,419 | $493K |
| Modera Wealth Management, LLC | 0.01% | No change | 4,408 | $491K |
| Farringdon Capital, Ltd. | 0.12% | Add +86.7% | 4,378 | $488K |
| Kelly Financial Services LLC | 0.13% | Reduce -0.7% | 4,353 | $485K |
| BridgePort Financial Solutions, LLC | 0.13% | New | 4,338 | $484K |
| Independence Bank of Kentucky | 0.06% | Reduce -3.1% | 4,323 | $482K |
| Investments & Financial Planning, LLC | 0.26% | Add +1.0% | 4,316 | $481K |
| Peregrine Asset Advisers, Inc. | 0.14% | Reduce -0.9% | 4,274 | $476K |
| Legacy Edge Advisors, LLC | 0.06% | Add +7.3% | 4,207 | $469K |
| Eastern Bank | 0.01% | Reduce -31.4% | 4,200 | $468K |
| Triumph Capital Management | 0.13% | Add +2.0% | 4,198 | $468K |
| Claro Advisors Inc. | 0.07% | Reduce -0.9% | 4,195 | $468K |
| Tiemann Investment Advisors, LLC | 0.18% | Reduce -0.0% | 4,172 | $465K |
| Forte Asset Management LLC | 0.22% | Add +2.2% | 4,102 | $457K |
| Proficio Capital Partners LLC | 0.03% | No change | 4,086 | $455K |
| HCR Wealth Advisors | 0.05% | Reduce -7.2% | 4,039 | $451K |
| Harmony Asset Management LLC | 0.15% | Add +21.1% | 4,036 | $450K |
| Old Mission Investment Co LLC | 0.11% | Add +4.9% | 4,025 | $449K |
| Palouse Capital Management, Inc. | 0.29% | Reduce -0.1% | 4,022 | $448K |
| RMR Capital Management, LLC | 0.31% | Add +26.7% | 3,984 | $444K |
| Steinberganna Wealth Management | 0.21% | — | 3,965 | $442K |
| Planned Solutions, Inc. | 0.15% | No change | 3,942 | $439K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -0.1% | 3,924 | $437K |
| Harbour Investments, Inc. | 0.01% | Add +7.8% | 3,912 | $436K |
| Horst & Graben Wealth Management LLC | 0.07% | Reduce -0.0% | 3,894 | $434K |
| SimpliFi, Inc. | 0.18% | New | 3,874 | $432K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 3,864 | $431K |
| ABLE Financial Group, LLC | 0.09% | Add +7.0% | 3,859 | $430K |
| Norden Group LLC | 0.04% | Reduce -43.3% | 3,816 | $425K |
| Weaver Consulting Group | 0.11% | New | 3,808 | $424K |
| Independent Wealth Network Inc. | 0.14% | Add +12.2% | 3,806 | $424K |
| Life Line Wealth Management LLC | 0.13% | Add +1.0% | 3,793 | $423K |
| Curat Global, LLC | 0.40% | No change | 3,789 | $422K |
| Peak Financial Management, Inc. | 0.11% | Reduce -1.0% | 3,774 | $421K |
| Midwest Trust Co | 0.01% | Reduce -7.6% | 3,763 | $419K |
| Csenge Advisory Group | 0.02% | Reduce -51.6% | 3,762 | $419K |
| Cottage Street Advisors LLC | 0.17% | Reduce -1.8% | 3,689 | $411K |
| Avantax Planning Partners, Inc. | 0.01% | Add +0.1% | 3,647 | $407K |
| Banco Santander, S.A. | 0.00% | Reduce -70.6% | 3,637 | $405K |
| Optimum Investment Advisors | 0.16% | Add +4.9% | 3,605 | $402K |
| VestGen Advisors, LLC | 0.01% | New | 3,605 | $402K |
| Caldwell Trust Co | 0.04% | No change | 3,601 | $401K |
| Roman Butler Fullerton & Co. | 0.11% | New | 3,555 | $399K |
| Dorsey Wright & Associates | 0.09% | Reduce -9.3% | 3,569 | $398K |
| Resurgent Financial Advisors LLC | 0.19% | Add +1.8% | 3,530 | $393K |
| Caliber Wealth Management, LLC / KS | 0.04% | Reduce -19.8% | 3,499 | $390K |
| Fiduciary Trust Co | 0.00% | No change | 3,497 | $390K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -2.7% | 3,494 | $389K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -6.7% | 3,501 | $387K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -1.0% | 3,432 | $383K |
| Shared Vision Wealth Group LLC | 0.16% | Reduce -9.1% | 3,354 | $378K |
| Mezzasalma Advisors, LLC | 0.10% | No change | 3,386 | $377K |
| Advyzon Investment Management, LLC | 0.06% | Reduce -23.3% | 3,382 | $377K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -15.4% | 3,351 | $374K |
| LM Advisors LLC | 0.05% | No change | 3,294 | $367K |
| Meadow Creek Wealth Advisors LLC | 0.24% | No change | 3,262 | $367K |
| Personal Cfo Solutions, LLC | 0.06% | Add +3.9% | 3,289 | $367K |
| ProVise Management Group, LLC | 0.03% | No change | 3,272 | $365K |
| Garden State Investment Advisory Services LLC | 0.09% | Reduce -0.2% | 3,263 | $364K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -2.8% | 3,246 | $362K |
| Quadrature Capital Ltd | 0.00% | New | 3,233 | $360K |
| Oxbow Advisors, LLC | 0.03% | New | 3,225 | $359K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,223 | $359K |
| Picton Mahoney Asset Management | 0.00% | Add +1510.0% | 3,220 | $359K |
| Argent Trust Co | 0.01% | New | 3,168 | $353K |
| Portside Wealth Group, LLC | 0.05% | Reduce -14.1% | 3,160 | $352K |
| Redwood Investment Management, LLC | 0.04% | Add +5.1% | 3,151 | $351K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -12.0% | 3,115 | $347K |
| First Commonwealth Financial Corp | 0.06% | New | 3,108 | $346K |
| Invested Advisors | 0.50% | — | 3,264 | $346K |
| Squarepoint Ops LLC | 0.00% | Reduce -84.6% | 3,104 | $346K |
| Silver Oak Securities, Incorporated | 0.03% | Add +12.8% | 3,095 | $345K |
| OxenFree Capital LLC | 0.19% | Add +14.7% | 3,101 | $345K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -81.2% | 3,066 | $342K |
| CVA Family Office, LLC | 0.04% | Reduce -2.9% | 3,063 | $341K |
| Oxinas Partners, LLC | 0.18% | Reduce -4.1% | 3,056 | $341K |
| Prostatis Group LLC | 0.09% | New | 3,051 | $340K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -4.7% | 3,037 | $339K |
| Guardian Partners Inc. | 0.03% | No change | 3,007 | $335K |
| RPg Family Wealth Advisory, LLC | 0.07% | New | 2,998 | $334K |
| MSH Capital Advisors LLC | 0.09% | Add +19.3% | 2,983 | $333K |
| Composition Wealth, LLC | 0.01% | Add +1.6% | 2,979 | $332K |
| TSA Wealth Managment LLC | 0.11% | Reduce -2.1% | 2,977 | $332K |
| Christensen, King & Associates Investment Services, Inc. | 0.14% | Add +0.6% | 2,960 | $330K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.9% | 2,944 | $328K |
| Phillips Financial Management, LLC | 0.02% | Reduce -14.7% | 2,931 | $327K |
| NWF Advisory Services Inc. | 0.04% | Add +10.3% | 2,927 | $326K |
| Fourth Dimension Wealth, LLC | 0.12% | Reduce -8.4% | 2,871 | $320K |
| International Assets Investment Management, LLC | 0.03% | No change | 2,916 | $319K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.5% | 2,860 | $319K |
| Camarda Financial Advisors, LLC | 0.12% | Add +10.5% | 2,837 | $316K |
| Avaii Wealth Management, LLC | 0.12% | Reduce -0.3% | 2,783 | $310K |
| Riverbend Wealth Management, LLC | 0.22% | Add +6.3% | 2,770 | $309K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +6.2% | 2,763 | $308K |
| BHK Investment Advisors, LLC | 0.11% | Add +8.3% | 2,755 | $307K |
| Credit Agricole S A | 0.00% | — | 2,753 | $307K |
| IMS Capital Management | 0.14% | No change | 2,735 | $305K |
| Fiera Capital Corp | 0.00% | Reduce -36.9% | 2,703 | $301K |
| Consilio Wealth Advisors, LLC | 0.10% | New | 2,701 | $301K |
| Chesley Taft & Associates LLC | 0.01% | New | 2,678 | $299K |
| Vermillion & White Wealth Management Group, LLC | 0.17% | Reduce -0.1% | 2,671 | $298K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 2,666 | $297K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 2,650 | $295K |
| Wealth Effects LLC | 0.09% | Add +8.8% | 2,638 | $294K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +36.1% | 2,637 | $294K |
| Evercore Wealth Management, LLC | 0.00% | Add +4.4% | 2,626 | $293K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,600 | $290K |
| Empirical Asset Management, LLC | 0.08% | Add +8.8% | 2,582 | $288K |
| Larson Financial Group LLC | 0.01% | Reduce -2.2% | 2,578 | $287K |
| Tidal Investments LLC | 0.00% | Reduce -10.4% | 2,575 | $286K |
| FreeGulliver LLC | 0.13% | Reduce -69.7% | 2,560 | $285K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -78.4% | 2,537 | $283K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.0% | 2,534 | $283K |
| Fragasso Financial Advisors Inc | 0.02% | Add +4.9% | 2,512 | $280K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,504 | $279K |
| WESPAC Advisors, LLC | 0.16% | New | 2,500 | $279K |
| Legacy Capital Wealth Partners, LLC | 0.06% | New | 2,498 | $278K |
| Reliant Investment Partners, LLC | 0.22% | Reduce -0.2% | 2,495 | $278K |
| United Asset Strategies, Inc. | 0.02% | Add +2.4% | 2,476 | $276K |
| Bank of New Hampshire | 0.06% | Add +48.8% | 2,471 | $275K |
| Berkshire Asset Management LLC | 0.01% | Add +22.9% | 2,465 | $275K |
| Bokf, NA | 0.00% | Reduce -28.7% | 2,457 | $274K |
| Advisory Alpha, LLC | 0.01% | Add +33.1% | 2,439 | $272K |
| Talisman Wealth Advisors LLC | 0.22% | No change | 11,167 | $271K |
| WP Advisors, LLC | 0.07% | Add +1.1% | 2,434 | $271K |
| PFG Investments, LLC | 0.01% | Add +2.5% | 2,428 | $271K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 2,427 | $271K |
| Integrated Capital Management, LLC | 0.12% | Add +4.9% | 2,392 | $270K |
| Sandhill Capital Partners LLC | 0.02% | Add +0.1% | 2,417 | $269K |
| Dimension Capital Management LLC | 0.04% | Reduce -3.9% | 2,416 | $269K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -3.3% | 2,415 | $269K |
| Pioneer Wealth Management Group | 0.09% | Add +1.4% | 2,407 | $268K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,399 | $268K |
| MMBG Investment Advisors Co. | 0.02% | Add +29.7% | 2,400 | $268K |
| Maxele Advisors, LLC | 0.23% | Reduce -15.0% | 2,394 | $267K |
| TigerOak Management, L.L.C. | 0.08% | Reduce -2.6% | 2,394 | $267K |
| HUB Investment Partners, LLC | 0.01% | Add +4.1% | 2,389 | $266K |
| Richardson Financial Services Inc. | 0.16% | Reduce -6.5% | 2,377 | $265K |
| Aft, Forsyth & Company, Inc. | 0.13% | Reduce -9.4% | 2,377 | $265K |
| Cornerstone Planning Group LLC | 0.04% | Add +4533.3% | 2,363 | $264K |
| Wick Capital Partners, LLC | 0.06% | Reduce -92.0% | 2,353 | $262K |
| TruWealth Advisors, LLC | 0.01% | Reduce -14.2% | 2,351 | $262K |
| American Trust | 0.02% | Add +3.0% | 2,324 | $259K |
| Dumont & Blake Investment Advisors LLC | 0.06% | No change | 2,308 | $257K |
| Fortis Advisors, LLC | 0.15% | Add +10.0% | 2,293 | $256K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.0% | 2,280 | $254K |
| DAVENPORT & Co LLC | 0.00% | Add +2.1% | 2,277 | $254K |
| Western Wealth Management, LLC | 0.01% | Reduce -36.4% | 2,271 | $253K |
| WMG Financial Advisors, LLC | 0.08% | Reduce -2.8% | 2,251 | $251K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +8.1% | 2,250 | $251K |
| TPG Advisors LLC | 0.17% | New | 2,250 | $251K |
| Chapin Davis, Inc. | 0.06% | Reduce -3.8% | 2,231 | $249K |
| Premier Path Wealth Partners, LLC | 0.03% | Add +14.1% | 2,221 | $248K |
| Red Spruce Capital, LLC | 0.10% | No change | 2,207 | $246K |
| Obsidian Cio, LLC | 0.03% | Reduce -1.2% | 2,188 | $244K |
| Northwest Bancshares, Inc. | 0.04% | No change | 2,174 | $242K |
| Breakwater Capital Group | 0.04% | Add +3.1% | 2,170 | $242K |
| SVB Wealth LLC | 0.01% | Reduce -17.4% | 2,170 | $242K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -10.3% | 2,166 | $241K |
| Aquire Wealth Advisors, LLC | 0.06% | Reduce -4.4% | 2,164 | $241K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -53.5% | 2,155 | $240K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,151 | $240K |
| Kovack Advisors, Inc. | 0.02% | Reduce -2.0% | 2,145 | $239K |
| Cibc World Market Inc. | 0.00% | Reduce -7.1% | 2,143 | $239K |
| Bank Pictet & Cie (Europe) AG | 0.00% | No change | 2,129 | $237K |
| Vident Advisory, LLC | 0.00% | No change | 2,100 | $234K |
| Tradewinds, LLC. | 0.06% | New | 2,074 | $231K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +1.0% | 2,055 | $229K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 2,052 | $229K |
| Econ Financial Services Corp | 0.11% | New | 2,047 | $228K |
| Park Place Capital Corp | 0.05% | Reduce -41.2% | 2,041 | $228K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 2,037 | $227K |
| Vista Cima Wealth Management LLC | 0.19% | No change | 2,036 | $227K |
| Sound Income Strategies, LLC | 0.01% | Reduce -36.3% | 2,036 | $226K |
| Old National Bancorp | 0.00% | New | 2,013 | $224K |
| Rehmann Capital Advisory Group | 0.01% | Add +1.1% | 1,993 | $222K |
| Forefront Analytics, LLC | 0.21% | Add +0.8% | 1,991 | $222K |
| Truefg, LLC | 0.06% | New | 1,963 | $219K |
| Chapman Financial Group, LLC | 0.15% | No change | 1,954 | $218K |
| Key Financial Inc | 0.04% | No change | 1,952 | $218K |
| Atlas Private Wealth Advisors | 0.05% | Reduce -51.8% | 1,952 | $218K |
| Comprehensive Money Management Services LLC | 0.15% | No change | 1,950 | $217K |
| RiverGlades Family Offices LLC | 0.13% | Reduce -1.0% | 1,946 | $217K |
| Acorn Wealth Advisors, LLC | 0.07% | Add +3.2% | 1,944 | $217K |
| Fortis Capital Management LLC | 0.03% | Reduce -0.8% | 1,936 | $216K |
| United Financial Planning Group LLC | 0.13% | — | 1,918 | $214K |
| SCS Capital Management LLC | 0.00% | New | 1,912 | $213K |
| City National Bank of Florida | 0.14% | No change | 1,910 | $213K |
| Rothschild Investment LLC | 0.01% | Add +5.0% | 1,910 | $213K |
| Beacon Financial Group | 0.02% | Reduce -2.0% | 1,907 | $213K |
| Finley Financial, LLC | 0.10% | No change | 1,900 | $212K |
| Synergy Asset Management, LLC | 0.01% | New | 1,875 | $209K |
| CNB Bank | 0.09% | No change | 1,867 | $208K |
| Nilsine Partners, LLC | 0.02% | Add +0.4% | 1,858 | $207K |
| Consolidated Portfolio Review Corp | 0.03% | Add +0.1% | 1,854 | $207K |
| Wedgewood Investors Inc. | 0.23% | No change | 1,848 | $206K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.0% | 1,819 | $203K |
| Detalus Advisors, LLC | 0.05% | Reduce -21.8% | 1,818 | $203K |
| Wealth Quarterback LLC | 0.08% | New | 1,816 | $202K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,787 | $202K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.2% | 1,806 | $201K |
| Operose Advisors LLC | 0.05% | Add +17.3% | 1,677 | $187K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 1,645 | $183K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -9.8% | 1,602 | $179K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +2.8% | 1,601 | $178K |
| Covestor Ltd | 0.09% | Reduce -0.4% | 1,504 | $168K |
| Ancora Advisors LLC | 0.00% | Reduce -31.4% | 1,503 | $168K |
| Consultiva Wealth Management, Corp. | 0.47% | No change | 1,488 | $166K |
| Ameliora Wealth Management Ltd. | 0.05% | No change | 1,475 | $164K |
| City Holding Co. | 0.02% | Reduce -12.3% | 1,433 | $160K |
| Templeton & Phillips Capital Management, LLC | 0.11% | No change | 1,416 | $158K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +3.1% | 1,318 | $147K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,280 | $143K |
| Toronto Dominion Bank | 0.00% | Reduce -98.7% | 1,266 | $141K |
| Webster Bank, N. A. | 0.01% | No change | 1,187 | $132K |
| Adirondack Trust Co. | 0.04% | No change | 1,138 | $127K |
| Root Financial Partners, LLC | 0.01% | New | 1,136 | $127K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -62.5% | 1,124 | $125K |
| Whittier Trust Co. | 0.00% | No change | 1,123 | $125K |
| Powell Investment Advisors, LLC | 0.04% | Add +1.1% | 1,075 | $120K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -22.1% | 1,073 | $120K |
| Murphy & Mullick Capital Management Corp | 0.09% | No change | 1,066 | $119K |
| NBT Bank, N.A. | 0.01% | Reduce -91.6% | 111 | $111K |
| Boyd Watterson Asset Management LLC | 0.03% | Reduce -15.6% | 965 | $108K |
| Financial Freedom, LLC | 0.05% | Add +1.2% | 963 | $107K |
| American Wealth Advisors, LLC | 0.10% | — | 945 | $105K |
| Activest Wealth Management | 0.02% | Add +0.4% | 939 | $105K |
| Raffa Wealth Management, LLC | 0.02% | No change | 910 | $101K |
| Front Row Advisors LLC | 0.03% | No change | 888 | $99K |
| Glen Eagle Advisors, LLC | 0.01% | Add +290.6% | 875 | $97K |
| Imprint Wealth LLC | 0.30% | — | 830 | $93K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -42.4% | 826 | $92K |
| Caitlin John, LLC | 0.06% | New | 804 | $90K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 800 | $89K |
| Banque Cantonale Vaudoise | 0.00% | No change | 798 | $89K |
| Barrett & Company, Inc. | 0.03% | No change | 778 | $87K |
| Tsfg, LLC | 0.01% | Reduce -12.7% | 729 | $81K |
| Blue Trust, Inc. | 0.00% | Add +8.2% | 724 | $81K |
| Colonial Trust Co / SC | 0.01% | No change | 724 | $81K |
| Register Financial Advisors LLC | 0.03% | No change | 703 | $78K |
| North Star Investment Management Corp. | 0.00% | Add +0.9% | 689 | $77K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.1% | 683 | $76K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 675 | $75K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -6.2% | 655 | $73K |
| MRP Capital Investments, LLC | 0.06% | No change | 650 | $71K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 636 | $71K |
| CX Institutional | 0.00% | Add +10266.7% | 622 | $69K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.3% | 595 | $66K |
| Centerpoint Advisors, LLC | 0.02% | No change | 594 | $66K |
| Premier Financial Group | 0.02% | New | 590 | $66K |
| Security National Bank | 0.01% | No change | 560 | $62K |
| Salem Investment Counselors Inc. | 0.00% | Add +4.0% | 552 | $62K |
| Mechanics Financial Corp | 0.02% | No change | 531 | $59K |
| Financial Network Wealth Advisors LLC | 0.06% | Reduce -9.5% | 505 | $56K |
| West Paces Advisors Inc. | 0.01% | No change | 500 | $56K |
| TCTC Holdings, LLC | 0.00% | No change | 500 | $56K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 486 | $54K |
| FWL Investment Management, LLC | 0.01% | Add +15.7% | 443 | $49K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -1.8% | 440 | $49K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.9% | 434 | $48K |
| Tidemark, LLC | 0.01% | No change | 421 | $47K |
| Mascoma Wealth Management LLC | 0.01% | No change | 420 | $47K |
| 1620 Investment Advisors, Inc. | 0.03% | Reduce -7.0% | 397 | $44K |
| Canton Hathaway, LLC | 0.01% | New | 375 | $42K |
| Hemington Wealth Management | 0.01% | No change | 378 | $42K |
| Mather Group, Llc. | 0.00% | New | 374 | $42K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 368 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Reduce -94.4% | 362 | $40K |
| Costello Asset Management, INC | 0.01% | Add +0.8% | 362 | $40K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +34.6% | 350 | $39K |
| Avion Wealth | 0.01% | No change | 354 | $39K |
| Financial Life Planners | 0.03% | New | 346 | $39K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -74.6% | 346 | $39K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.6% | 326 | $36K |
| Trust Co. of Vermont | 0.00% | Add +255.7% | 313 | $35K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.0% | 309 | $34K |
| NWK Group, Inc. | 0.01% | Reduce -47.3% | 307 | $34K |
| Bogart Wealth, LLC | 0.00% | Add +0.3% | 298 | $33K |
| Atlantic Union Bankshares Corp | 0.00% | Add +5.9% | 287 | $32K |
| ORG Partners LLC | 0.01% | No change | 277 | $32K |
| Oakworth Capital, Inc. | 0.00% | No change | 278 | $31K |
| CENTRAL TRUST Co | 0.00% | No change | 277 | $31K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 272 | $30K |
| Friedenthal Financial | 0.02% | Add +1.1% | 271 | $30K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 271 | $30K |
| Sachetta, LLC | 0.01% | Add +1.1% | 267 | $30K |
| Pacific Center for Financial Services | 0.01% | No change | 265 | $30K |
| Anchor Investment Management, LLC | 0.00% | Reduce -3.4% | 253 | $28K |
| Trust Co. of Toledo NA | 0.00% | No change | 250 | $28K |
| Rossby Financial, LCC | 0.01% | Add +46.1% | 244 | $27K |
| Ballast Advisors LLC | 0.01% | Reduce -34.3% | 240 | $27K |
| Biltmore Family Office, LLC | 0.00% | Reduce -4.0% | 240 | $27K |
| TD Capital Management LLC | 0.00% | No change | 240 | $27K |
| Investors Research Corp | 0.00% | No change | 238 | $27K |
| First Horizon Corp. | 0.00% | — | 232 | $26K |
| Signaturefd, LLC | 0.00% | Add +5.0% | 230 | $26K |
| Rossmore Private Capital | 0.00% | New | 227 | $25K |
| AlphaCore Capital LLC | 0.00% | No change | 227 | $25K |
| Park Square Financial Group, LLC | 0.11% | Reduce -69.1% | 223 | $25K |
| Tucker Asset Management LLC | 0.01% | New | 220 | $25K |
| Bangor Savings Bank | 0.00% | No change | 217 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Add +1135.3% | 210 | $23K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 200 | $22K |
| 2UniFi Bank | 0.01% | Reduce -55.2% | 200 | $22K |
| Hilltop National Bank | 0.01% | No change | 200 | $22K |
| Citizens National Bank Trust Department | 0.00% | No change | 200 | $22K |
| Fortis Group Advisors, LLC | 0.00% | No change | 200 | $22K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 198 | $22K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 195 | $22K |
| Nemes Rush Group LLC | 0.00% | No change | 192 | $21K |
| EPG Wealth Management LLC | 0.01% | No change | 191 | $21K |
| Chilton Capital Management LLC | 0.00% | New | 184 | $21K |
| Abich Financial Wealth Management LLC | 0.01% | — | 181 | $20K |
| Orion Capital Management LLC | 0.01% | New | 180 | $20K |
| Hurley Capital, LLC | 0.01% | No change | 175 | $20K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | New | 172 | $19K |
| Westfuller Advisors, LLC | 0.01% | New | 171 | $19K |
| Pflug Koory, LLC | 0.01% | No change | 164 | $18K |
| Kennebec Savings Bank | 0.02% | No change | 156 | $17K |
| Winch Advisory Services, LLC | 0.00% | Add +1.3% | 155 | $17K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.7% | 147 | $16K |
| Concord Wealth Partners | 0.00% | Reduce -93.2% | 143 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 142 | $16K |
| United Community Bank | 0.00% | No change | 141 | $16K |
| Creative Capital Management Investments LLC | 0.01% | New | 139 | $15K |
| LGT Financial Advisors LLC | 0.03% | Add +89.4% | 125 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 122 | $14K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 118 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 116 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 112 | $12K |
| Piscataqua Savings Bank | 0.01% | No change | 110 | $12K |
| Crewe Advisors LLC | 0.00% | No change | 104 | $12K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 103 | $11K |
| Smithfield Trust Co | 0.00% | No change | 100 | $11K |
| Guerra Advisors Inc | 0.00% | New | 92 | $10K |
| Highline Wealth Partners LLC | 0.00% | New | 92 | $10K |
| JCIC Asset Management Inc. | 0.00% | — | 85 | $9K |
| Granite Investment Partners, LLC | 0.00% | No change | 85 | $9K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -3.5% | 84 | $9K |
| Main Street Group, LTD | 0.00% | No change | 83 | $9K |
| Seneschal Advisors, LLC | 0.01% | New | 82 | $9K |
| Realta Investment Advisors | 0.00% | Reduce -56.5% | 77 | $9K |
| Kiker Wealth Management, LLC | 0.00% | Add +68.2% | 74 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 69 | $8K |
| Promus Capital, LLC | 0.00% | New | 68 | $8K |
| Pandora Wealth, Inc. | 0.00% | No change | 66 | $7K |
| Dogwood Wealth Management LLC | 0.00% | No change | 66 | $7K |
| Bank & Trust Co | 0.01% | No change | 65 | $7K |
| Luminist Capital LLC | 0.01% | Reduce -75.8% | 56 | $6K |
| Graney & King, LLC | 0.00% | No change | 55 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 54 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 51 | $6K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 50 | $6K |
| Thompson Investment Management, Inc. | 0.00% | No change | 48 | $5K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +4.4% | 47 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 43 | $5K |
| Gould Capital, LLC | 0.00% | Reduce -57.0% | 40 | $4K |
| Private Wealth Management Group, LLC | 0.00% | New | 38 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | Add +2.9% | 36 | $4K |
| Collier Financial | 0.00% | — | 33 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 30 | $3K |
| Evolution Wealth Management Inc. | 0.00% | Reduce -31.7% | 28 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 25 | $3K |
| Innovative Advisory Group, LLC | 0.00% | No change | 25 | $3K |
| Blume Capital Management, Inc. | 0.00% | New | 25 | $3K |
| Founders Capital Management | 0.00% | No change | 23 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 23 | $3K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 22 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 20 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| NFSG Corp | 0.00% | Reduce -23.1% | 20 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 18 | $2K |
| MGB Wealth Management, LLC | 0.00% | No change | 18 | $2K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 17 | $2K |
| Inlight Wealth Management, LLC | 0.00% | No change | 14 | $2K |
| Quaker Wealth Management, LLC | 0.00% | No change | 14 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 13 | $1K |
| Noble Wealth Management PBC | 0.00% | — | 11 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 9 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.3% | 7 | $780 |
| Wealth Watch Advisors, INC | 0.00% | New | 5 | $557 |
| MTM Investment Management, LLC | 0.00% | No change | 4 | $446 |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -88.0% | 3 | $335 |
| Rakuten Securities, Inc. | 0.00% | Reduce -95.5% | 1 | $111 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -96.0% | 4 | $0 |
"% 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.