Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q4 2025 (December 31)1,151holders +100
106new positions
68sold out
7famous investors
$110.18avg. 13F price*
At the end of Q4 2025, 1,151 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings, up 100 from Q3 2025. 106 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($2.5B), Meiji Yasuda Life Insurance Co ($2.1B) and BlackRock, Inc. ($1.8B). 7 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Fisher (0.1% of Fisher Asset Management's portfolio).
- Company
- Ishr Ibx Usd Invgd CB ETF-Ui
- Filed as
- ISHARES TR (Q4 2025)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $1.5B |
| Exits | 68 | $181.3M |
All 13F filers, Q3 2025 → Q4 2025: 51,868,696 shares bought and 36,259,582 shares sold, net +15,609,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,151 holders
| Bank of America Corp. | 0.18% | Add +20.4% | 22,807,400 | $2.5B |
| Meiji Yasuda Life Insurance Co | 61.06% | No change | 19,120,368 | $2.1B |
| BlackRock, Inc. | 0.03% | Add +17.7% | 16,402,969 | $1.8B |
| Nuveen, LLC | 0.39% | Reduce -23.0% | 13,632,344 | $1.5B |
| Morgan Stanley | 0.08% | Add +17.9% | 11,948,409 | $1.3B |
| Financial Engines Advisors L.L.C. | 2.31% | Add +2.5% | 11,052,968 | $1.2B |
| Wealthfront Advisers LLC | 2.70% | Add +8.2% | 10,951,554 | $1.2B |
| Japan Science & Technology Agency | 20.87% | Reduce -22.0% | 10,306,450 | $1.1B |
| Allianz SE | 11.16% | New | 7,862,205 | $866.3M |
| Sona Asset Management (us) LLC | 48.93% | Add +1669.6% | 7,011,298 | $772.6M |
| Susquehanna International Group, LLP | 0.98% | Add +1101.1% | 6,497,624 | $716.0M |
| UBS Group AG | 0.12% | Add +30.6% | 5,701,017 | $628.2M |
| Envestnet Asset Management Inc. | 0.18% | Reduce -5.5% | 5,391,297 | $594.1M |
| Wells Fargo & Company | 0.10% | Add +1.7% | 4,412,329 | $486.2M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 3.26% | No change | 4,040,400 | $445.2M |
| JPMorgan Chase & Co. | 0.03% | Add +430.0% | 3,932,215 | $433.3M |
| LPL Financial LLC | 0.12% | Reduce -3.3% | 3,819,605 | $420.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.28% | Add +10.3% | 3,722,125 | $410.0M |
| Ameriprise Financial Inc. | 0.09% | Add +9.7% | 3,594,344 | $395.9M |
| APG Asset Management US Inc. | 3.06% | Add +3.0% | 3,546,714 | $390.8M |
| Northwestern Mutual Investment Management Company, LLC | 4.17% | Add +21.5% | 3,243,904 | $357.4M |
| Barings LLC | 5.83% | No change | 2,771,727 | $305.4M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $270.7M |
| Royal Bank of Canada | 0.05% | Reduce -49.3% | 2,418,829 | $266.5M |
| Northern Trust Corp. | 0.03% | Add +3.4% | 2,380,804 | $262.3M |
| BNP Paribas | 7.45% | Add +14.4% | 2,362,313 | $260.3M |
| State of Michigan Retirement System | 1.16% | No change | 2,172,400 | $239.4M |
| Caisse de depot et placement du Quebec | 0.37% | Reduce -20.4% | 1,980,100 | $218.2M |
| Migdal Insurance & Financial Holdings Ltd. | 1.86% | No change | 1,965,000 | $216.5M |
| Fisher Asset Management | 0.07% | Reduce -12.2% | 1,954,244 | $215.3M |
| Deutsche Bank AG | 0.06% | Add +1091.2% | 1,750,020 | $192.8M |
| Prudential Financial Inc. | 0.22% | No change | 1,659,426 | $182.9M |
| Schroder Investment Management Group | 0.13% | Add +16.9% | 1,584,868 | $175.4M |
| Members Trust Co | 5.40% | Add +0.3% | 1,502,979 | $165.6M |
| Legal & General Group Plc | 0.03% | Add +22.8% | 1,417,622 | $156.2M |
| Mutual of America Capital Management LLC | 1.58% | No change | 1,368,140 | $150.8M |
| Penn Mutual Asset Management | 88.85% | New | 1,290,332 | $142.2M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.9% | 1,162,069 | $128.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.35% | Add +21.4% | 1,147,845 | $126.5M |
| Raymond James Financial Inc. | 0.04% | Add +7.6% | 1,146,853 | $126.4M |
| Cetera Investment Advisers | 0.12% | Reduce -1.1% | 1,029,576 | $113.4M |
| Stifel Financial Corp. | 0.10% | Add +25.2% | 1,026,150 | $113.1M |
| MML Investors Services, LLC | 0.28% | Reduce -2.5% | 1,025,482 | $113.0M |
| Assetmark, Inc. | 0.23% | Reduce -13.5% | 1,016,015 | $112.0M |
| Symetra Investment Management Co | 19.70% | New | 1,015,680 | $111.9M |
| Centiva Capital, LP | 6.79% | Add +388.3% | 1,015,000 | $111.8M |
| Bridgewater Associates | 0.40% | Add +3.8% | 999,400 | $110.1M |
| Millennium Management | 0.08% | Add +139.5% | 985,790 | $108.6M |
| Man Group plc | 0.21% | Reduce -0.4% | 961,778 | $106.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -78.9% | 928,407 | $102.3M |
| Allspring Global Investments Holdings, LLC | 0.16% | Add +4.0% | 921,017 | $101.5M |
| Barclays PLC | 0.04% | Reduce -33.6% | 920,273 | $101.4M |
| Valmark Advisers, Inc. | 1.19% | Add +4.3% | 872,328 | $96.1M |
| GDS Wealth Management | 5.87% | Add +19.2% | 851,121 | $93.8M |
| FMR LLC | 0.00% | Reduce -1.9% | 834,587 | $92.0M |
| Sumitomo Mitsui Financial Group, Inc. | 1.60% | Add +5.3% | 818,495 | $90.2M |
| Citigroup Inc. | 0.06% | Add +61.4% | 733,245 | $80.8M |
| TD Asset Management Inc | 0.06% | Reduce -89.0% | 696,107 | $76.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +8.5% | 643,647 | $70.9M |
| Osaic Holdings, Inc. | 0.10% | Reduce -17.4% | 625,064 | $68.9M |
| iA Global Asset Management Inc. | 0.84% | Add +33.0% | 600,200 | $66.1M |
| Neuberger Berman Group LLC | 0.05% | Add +0.4% | 582,770 | $64.2M |
| Wellington Management Group LLP | 0.01% | New | 540,800 | $59.6M |
| State of New Jersey Common Pension Fund D | 0.20% | No change | 510,991 | $56.3M |
| Creative Planning | 0.04% | Add +4.9% | 510,655 | $56.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.13% | Reduce -24.9% | 509,435 | $56.1M |
| MetLife Investment Management, LLC | 0.27% | Reduce -25.6% | 505,600 | $55.7M |
| O'shaughnessy Asset Management, LLC | 0.29% | Add +7.3% | 481,577 | $53.1M |
| Farther Finance Advisors, LLC | 0.56% | Add +54.5% | 472,813 | $52.1M |
| North Dakota State Investment Board | 1.93% | — | 471,460 | $52.0M |
| Payden & Rygel | 3.56% | New | 464,396 | $51.2M |
| Kestra Advisory Services, LLC | 0.20% | Add +10.1% | 437,794 | $48.2M |
| Janus Henderson Group PLC | 0.02% | Reduce 0.0% | 434,429 | $47.9M |
| Park Avenue Securities LLC | 0.40% | Reduce -5.3% | 426,328 | $47.0M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Add +4.1% | 412,643 | $45.5M |
| D. E. Shaw & Co. | 0.04% | Reduce -87.8% | 403,613 | $44.5M |
| Bank Hapoalim BM | 3.94% | Add +563.2% | 397,943 | $43.8M |
| Bank of Korea | 1.91% | — | 396,053 | $43.6M |
| Focus Partners Wealth | 0.05% | Add +13.8% | 380,994 | $42.0M |
| HighTower Advisors, LLC | 0.05% | Add +14.1% | 375,598 | $41.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +84.2% | 364,360 | $40.1M |
| Bank of Montreal | 0.02% | Add +164.8% | 355,548 | $39.2M |
| Ritholtz Wealth Management | 0.69% | Add +4.5% | 343,073 | $37.8M |
| Sigma Planning Corp | 1.01% | Add +3.1% | 332,897 | $36.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +12.3% | 333,093 | $36.7M |
| Headlands Technologies LLC | 3.05% | Add +323.6% | 331,248 | $36.5M |
| Stratos Investment Management, LLC | 1.45% | Add +4.6% | 328,888 | $36.2M |
| Equitable Holdings, Inc. | 0.25% | Add +20.9% | 327,646 | $36.1M |
| Truist Financial Corp. | 0.05% | Reduce -4.9% | 326,604 | $36.0M |
| Cheviot Value Management, LLC | 3.47% | Add +8.4% | 319,299 | $35.3M |
| Brevan Howard Capital Management LP | 0.73% | New | 315,000 | $34.7M |
| Prudential PLC | 0.27% | Reduce -80.7% | 301,140 | $33.2M |
| Citadel Advisors | 0.02% | Add +475.5% | 300,093 | $33.1M |
| Arax Advisory Partners | 0.96% | New | 300,048 | $33.1M |
| Readystate Asset Management LP | 2.54% | Reduce -45.3% | 300,000 | $33.1M |
| Toronto Dominion Bank | 0.06% | Add +23596.7% | 300,000 | $33.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.28% | No change | 297,134 | $32.7M |
| Clark Capital Management Group, Inc. | 0.20% | Reduce -9.5% | 289,206 | $31.9M |
| Gallagher Fiduciary Advisors, LLC | 1.03% | Reduce -16.8% | 288,382 | $31.8M |
| Capital Investment Advisors, LLC | 0.47% | Add +436.6% | 278,708 | $30.7M |
| Insight Wealth Strategies, LLC | 3.50% | Add +349.7% | 276,655 | $30.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +35.4% | 274,006 | $30.2M |
| American Family Investments, Inc. | 1.08% | No change | 273,400 | $30.1M |
| NYL Investors LLC | 9.91% | Add +0.8% | 264,749 | $29.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.65% | Add +157.7% | 263,900 | $29.1M |
| Joule Financial, LLC | 8.64% | Add +2.5% | 261,682 | $28.8M |
| Strong Tower Advisory Services | 5.11% | Add +23.1% | 258,965 | $28.5M |
| Planning Project LLC | 7.12% | — | 257,087 | $28.3M |
| Westshore Wealth, LLC | 9.16% | Add +2.9% | 250,758 | $27.6M |
| Modern Wealth Management, LLC | 0.50% | Add +3.5% | 249,645 | $27.5M |
| Constellation Investments, Inc. | 0.85% | No change | 249,317 | $27.5M |
| Edgestream Partners, L.P. | 0.76% | Reduce -14.1% | 246,436 | $27.2M |
| Towercrest Capital Management | 4.20% | Add +58.4% | 241,954 | $26.7M |
| Leo Wealth, LLC | 1.91% | Add +151.0% | 238,770 | $26.3M |
| USA Financial Formulas | 4.68% | Add +33.2% | 233,460 | $25.7M |
| Regal Investment Advisors LLC | 1.54% | Add +3.7% | 233,348 | $25.7M |
| III Capital Management | 5.92% | New | 229,000 | $25.2M |
| Baird Financial Group, Inc. | 0.04% | Reduce -10.9% | 228,407 | $25.2M |
| Alpha Cubed Investments, LLC | 0.85% | Add +3.5% | 225,865 | $24.9M |
| Mackenzie Financial Corp. | 0.03% | Reduce -0.3% | 223,977 | $24.7M |
| Daiichi Life Insurance Co., Ltd. | 0.63% | Reduce -3.5% | 222,800 | $24.6M |
| Asset Management One Co., Ltd. | 0.07% | Add +61.2% | 221,280 | $24.5M |
| Hilltop Holdings Inc. | 1.47% | Add +4.2% | 222,456 | $24.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -77.0% | 216,400 | $23.8M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -13.6% | 215,543 | $23.8M |
| TD Private Client Wealth LLC | 0.51% | Add +2.3% | 215,231 | $23.7M |
| Willis Johnson & Associates, Inc. | 1.38% | Add +18.4% | 203,420 | $22.4M |
| Petrus Trust Company, LTA | 2.25% | No change | 202,029 | $22.3M |
| Bramshill Investments, LLC | 1.25% | New | 200,000 | $22.0M |
| Keybank National Association | 0.08% | Reduce -5.2% | 198,015 | $21.8M |
| Atria Investments, Inc | 0.25% | Reduce -7.3% | 197,983 | $21.8M |
| Summit Financial Consulting LLC | 15.81% | Add +9.7% | 197,570 | $21.8M |
| Alley Investment Management Company, LLC | 2.54% | Reduce -0.2% | 197,005 | $21.7M |
| Principal Securities, Inc. | 0.33% | Reduce -2.9% | 196,982 | $21.7M |
| AAFMAA Wealth Management & Trust LLC | 8.50% | New | 196,746 | $21.7M |
| Scotia Capital Inc. | 0.08% | Add +1.1% | 188,482 | $20.8M |
| Oppenheimer & Co. Inc. | 0.29% | Add +36.3% | 186,676 | $20.6M |
| Strategic Wealth Partners, Ltd. | 1.40% | Add +14.0% | 185,963 | $20.5M |
| Lifeworks Advisors, LLC | 2.64% | Add +6.0% | 185,228 | $20.4M |
| Ssi Investment Management LLC | 7.54% | Add +30.0% | 183,200 | $20.2M |
| Canal Capital Management, LLC | 2.86% | Add +4.2% | 182,884 | $20.2M |
| CI Investments Inc. | 0.09% | Reduce -1.0% | 178,828 | $19.7M |
| DDFG, Inc | 4.31% | Add +2.0% | 178,654 | $19.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +13.3% | 177,962 | $19.6M |
| IHT Wealth Management, LLC | 0.47% | Add +1.0% | 176,023 | $19.4M |
| Independence Financial Advisors, LLC | 5.31% | Add +4.5% | 175,327 | $19.3M |
| Brookwood Investment Group LLC | 2.29% | Add +805.1% | 172,564 | $19.0M |
| Vision Capital Management, Inc. | 2.27% | Add +2.6% | 171,116 | $18.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -27.4% | 170,047 | $18.8M |
| Kingsview Wealth Management, LLC | 0.27% | Add +5.4% | 170,385 | $18.8M |
| Spahn Wealth & Retirement LLC | 11.29% | Add +1.6% | 165,102 | $18.2M |
| Hudson Bay Capital Management LP | 0.11% | No change | 165,000 | $18.2M |
| HSBC Holdings PLC | 0.01% | Reduce -92.1% | 163,421 | $18.0M |
| Cordoba Advisory Partners LLC | 4.43% | — | 162,647 | $17.9M |
| Betterment LLC | 0.03% | Reduce -2.6% | 158,661 | $17.5M |
| Alliance Wealth Management Group | 3.79% | Add +120.0% | 156,602 | $17.3M |
| Nomura Asset Management International Inc. | 0.03% | — | 154,109 | $17.0M |
| Foundations Investment Advisors, LLC | 0.22% | Add +50.2% | 153,648 | $16.9M |
| Zacks Investment Management | 0.13% | Reduce -3.5% | 149,184 | $16.4M |
| Ashton Thomas Private Wealth, LLC | 0.39% | Add +1.0% | 146,377 | $16.1M |
| Invst, LLC | 1.74% | Add +381.4% | 145,583 | $16.0M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +71.5% | 143,521 | $15.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.11% | Reduce -36.6% | 143,043 | $15.8M |
| MAI Capital Management | 0.09% | Reduce -0.4% | 143,148 | $15.8M |
| Jain Global LLC | 0.16% | Reduce -49.9% | 142,875 | $15.7M |
| HMS Capital Management, LLC | 6.48% | Add +3.7% | 142,156 | $15.7M |
| Edmond DE Rothschild Holding S.A. | 0.22% | Reduce -0.1% | 139,544 | $15.4M |
| Providence First Trust Co | 5.19% | Add +8.6% | 136,127 | $15.0M |
| Insight Wealth Partners, LLC | 6.19% | Add +10.9% | 135,050 | $14.9M |
| Guggenheim Capital LLC | 0.11% | Add +2.4% | 134,329 | $14.8M |
| Vertex Investment Solutions Co., Ltd. | 14.52% | — | 132,200 | $14.6M |
| Horizon Investments, LLC | 0.18% | Add +40.9% | 132,318 | $14.6M |
| Allstate Corp. | 0.20% | Reduce -19.7% | 132,197 | $14.6M |
| Hudson Capital Management LLC | 3.75% | Add +1.7% | 131,765 | $14.5M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -2.9% | 130,719 | $14.4M |
| Apella Capital, LLC | 0.28% | Add +1.9% | 128,579 | $14.2M |
| Cerity Partners LLC | 0.02% | Add +80.6% | 128,420 | $14.2M |
| Mechanics Bank Trust Department | 1.84% | Add +2.7% | 127,831 | $14.1M |
| Mustico Financial Group, Inc. | 10.77% | Reduce -0.3% | 126,296 | $14.0M |
| Gotham Asset Management | 0.05% | Add +5.2% | 124,765 | $13.7M |
| NewEdge Advisors, LLC | 0.05% | Reduce -0.8% | 124,376 | $13.7M |
| Daiwa Securities Group Inc. | 0.04% | Add +3.1% | 122,560 | $13.5M |
| Fsa Wealth Partners, Inc. | 4.81% | Add +1.2% | 121,495 | $13.4M |
| Cresta Advisors, Ltd. | 5.61% | Add +2.4% | 121,392 | $13.4M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +3.4% | 120,761 | $13.3M |
| First American Trust, FSB | 0.91% | Add +15.3% | 120,758 | $13.3M |
| Diversify Advisory Services, LLC | 0.42% | Add +1289.5% | 120,112 | $13.3M |
| Donaldson Capital Management, LLC | 0.42% | Add +8.4% | 119,821 | $13.2M |
| TrustBank | 5.42% | — | 117,973 | $13.0M |
| Pinnacle Financial Partners, Inc. | 0.10% | — | 116,254 | $12.8M |
| Northcape Wealth Management, LLC | 3.59% | Reduce -0.3% | 115,180 | $12.7M |
| DRW Securities, LLC | 0.96% | Reduce -20.5% | 114,875 | $12.7M |
| IFG Advisory, LLC | 0.55% | Add +5.1% | 113,866 | $12.5M |
| MTC Wealth Management LLC | 5.82% | Reduce -0.9% | 112,534 | $12.4M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +8.0% | 111,135 | $12.2M |
| Fifth Third Bancorp | 0.04% | Reduce -4.1% | 110,630 | $12.2M |
| Nearwater Capital Markets, Ltd | 0.21% | New | 109,600 | $12.1M |
| BNP Paribas Financial Markets | 0.01% | Add +19.8% | 109,319 | $12.0M |
| Marshall Wace, LLP | 0.01% | Reduce -50.2% | 108,967 | $12.0M |
| Idaho Trust Co | 3.97% | Add +61.9% | 108,771 | $12.0M |
| Jones Financial Companies LLLP | 0.01% | Add +24.8% | 104,774 | $11.5M |
| Net Worth Advisory Group | 2.32% | Add +18.9% | 104,127 | $11.5M |
| Twele Capital Management, Inc. | 2.04% | Add +1.6% | 103,421 | $11.4M |
| Capstone Wealth Management Group, LLC | 4.74% | Add +4.2% | 102,636 | $11.3M |
| Topel & Distasi Wealth Management, LLC | 5.52% | Add +8.3% | 102,588 | $11.3M |
| LPWM LLC | 2.85% | Add +2.7% | 102,504 | $11.3M |
| Genus Capital Management Inc. | 1.30% | Add +0.1% | 101,196 | $11.2M |
| Susquehanna Advisors Group, Inc. | 0.42% | New | 100,408 | $11.1M |
| Mufg Securities Americas Inc. | 0.69% | New | 100,000 | $11.0M |
| Trajan Wealth LLC | 0.46% | Reduce -0.7% | 99,346 | $10.9M |
| BlueCrest Capital Management Ltd | 0.46% | New | 99,000 | $10.9M |
| Finhabits Advisors LLC | 10.18% | — | 98,476 | $10.9M |
| EFG International AG | 0.21% | — | 96,532 | $10.6M |
| Wesbanco Bank Inc. | 0.29% | Add +6.7% | 96,242 | $10.6M |
| Shelter Mutual Insurance Co | 2.34% | No change | 95,196 | $10.5M |
| Kelsey Financial, LLC | 8.91% | — | 94,131 | $10.4M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +118.0% | 93,457 | $10.3M |
| Invictus Private Wealth, LLC | 0.62% | Add +1.1% | 93,304 | $10.3M |
| Winthrop Capital Management, LLC | 2.38% | Reduce -0.4% | 92,649 | $10.2M |
| Wealthstar Advisors, LLC | 5.48% | Reduce -1.9% | 91,398 | $10.1M |
| Foguth Wealth Management, LLC. | 1.55% | — | 90,829 | $10.0M |
| Fulton Breakefield Broenniman LLC | 0.63% | Reduce -5.0% | 90,129 | $9.9M |
| TD Waterhouse Canada Inc. | 0.06% | Add +6.5% | 89,630 | $9.9M |
| Rothschild Wealth LLC | 0.94% | Add +19.7% | 89,192 | $9.8M |
| Beta Wealth Group, Inc. | 3.91% | Reduce -2.4% | 88,335 | $9.7M |
| Lighthouse Financial LLC | 6.20% | Add +61.3% | 86,132 | $9.5M |
| Summit Financial, LLC | 0.14% | Reduce -1.5% | 85,866 | $9.5M |
| Itau Unibanco Holding S.A. | 0.23% | Add +1.9% | 85,581 | $9.4M |
| Jefferies Financial Group Inc. | 0.08% | Reduce -77.4% | 85,135 | $9.4M |
| Mariner, LLC | 0.01% | Add +8.1% | 84,589 | $9.3M |
| Jmac Enterprises LLC | 1.75% | Add +4.6% | 83,089 | $9.2M |
| Consilio Wealth Advisors, LLC | 2.61% | Add +2898.3% | 80,983 | $8.9M |
| Heartwood Wealth Advisors LLC | 0.82% | Add +2.4% | 80,570 | $8.9M |
| Central Pacific Bank - Trust Division | 1.12% | Add +30.6% | 79,960 | $8.8M |
| Sonoma Allocations LLC | 2.90% | New | 79,414 | $8.7M |
| 5th Street Advisors, LLC | 4.08% | Reduce -22.3% | 79,296 | $8.7M |
| Easterly Investment Partners LLC | 0.53% | No change | 78,690 | $8.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +7.4% | 78,501 | $8.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.5% | 78,475 | $8.6M |
| Strategic Investment Advisors / MI | 0.75% | Add +79725.5% | 78,229 | $8.6M |
| DV Trading LLC | 0.74% | — | 77,946 | $8.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -67.3% | 77,161 | $8.5M |
| Nvwm, LLC | 1.84% | Add +4.9% | 76,656 | $8.4M |
| Fiduciary Financial Group, LLC | 1.18% | Add +2.8% | 76,115 | $8.4M |
| US Bancorp \de | 0.01% | Reduce -11.2% | 75,376 | $8.3M |
| Stephens Inc. | 0.10% | Reduce -2.5% | 75,344 | $8.3M |
| Comerica Bank | 0.03% | Add +5.5% | 74,680 | $8.2M |
| Integrated Advisors Network LLC | 0.36% | Reduce -6.5% | 74,492 | $8.2M |
| Anfield Capital Management, LLC | 2.56% | Reduce -1.9% | 73,738 | $8.1M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +2.1% | 73,728 | $8.1M |
| Connecticut Capital Management Group, LLC | 7.72% | — | 73,209 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Add +8.4% | 73,175 | $8.1M |
| Chesapeake Wealth Management | 2.40% | Add +3.8% | 73,112 | $8.1M |
| Torrey-Payne Wealth Management, LLC | 7.07% | — | 71,079 | $7.9M |
| Compound Planning, Inc. | 0.23% | Add +7.6% | 71,345 | $7.9M |
| WBH Advisory Inc. | 0.58% | Reduce -12.6% | 70,557 | $7.8M |
| Perigon Wealth Management, LLC | 0.14% | Add +5.2% | 70,067 | $7.7M |
| Income Insurance Ltd | 4.90% | — | 68,570 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.9% | 67,522 | $7.4M |
| First Trust Advisors LP | 0.01% | Reduce -3.5% | 66,754 | $7.4M |
| Flputnam Investment Management Co. | 0.11% | Add +9.0% | 65,794 | $7.2M |
| Captrust Financial Advisors | 0.01% | Add +7.3% | 65,560 | $7.2M |
| Legacy Private Trust Co. | 0.42% | New | 65,347 | $7.2M |
| Modus Advisors, LLC | 1.89% | Add +8.1% | 65,040 | $7.2M |
| M&T Bank Corp | 0.02% | Reduce -8.5% | 65,017 | $7.2M |
| Pinkerton Wealth, LLC | 0.73% | Add +4.9% | 64,575 | $7.1M |
| First Foundation Advisors | 0.27% | Reduce -0.4% | 64,455 | $7.1M |
| Providence Capital Advisors, LLC | 1.19% | Add +3.2% | 64,321 | $7.1M |
| Capstone Investment Advisors, LLC | 0.07% | Reduce -64.0% | 64,001 | $7.1M |
| Curran Financial Partners, LLC | 1.33% | Add +12.5% | 63,720 | $7.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -28.0% | 63,441 | $7.0M |
| Corient Private Wealth LP | 0.01% | Reduce -6.2% | 63,163 | $7.0M |
| Mutual Advisors, LLC | 0.15% | Reduce -11.3% | 61,773 | $6.8M |
| Ball & Co Wealth Management Inc. | 4.36% | Reduce -32.2% | 61,432 | $6.8M |
| Fairvoy Private Wealth, LLC | 1.49% | Reduce -0.1% | 60,531 | $6.7M |
| 1607 Capital Partners, LLC | 0.45% | Reduce -49.7% | 60,310 | $6.6M |
| Aozora Bank, LTD. | 20.30% | No change | 60,000 | $6.6M |
| Vontobel Holding Ltd. | 0.02% | Add +0.3% | 59,797 | $6.6M |
| David J Yvars Group | 3.51% | Add +11.4% | 59,642 | $6.6M |
| Balefire, LLC | 1.26% | Reduce -1.0% | 58,892 | $6.5M |
| BCS Private Wealth Management, Inc. | 2.21% | Add +54.0% | 58,780 | $6.5M |
| Evelyn Partners Investment Management (Europe) Ltd | 2.09% | Reduce -0.7% | 58,458 | $6.4M |
| True Freedom Investing, LLC | 0.44% | Add +257.6% | 58,161 | $6.4M |
| Syntax Research, Inc. | 3.92% | Add +53.4% | 57,682 | $6.4M |
| Waterloo Capital, L.P. | 0.46% | Reduce -7.9% | 57,256 | $6.3M |
| Welch & Forbes LLC | 0.08% | Reduce -3.0% | 56,547 | $6.2M |
| Townsend Financial Planning, LLC | 6.20% | — | 56,227 | $6.2M |
| Exencial Wealth Advisors, LLC | 0.19% | Add +12.0% | 55,862 | $6.2M |
| Keystone Global Partners, LLC | 2.70% | Reduce -12.5% | 55,789 | $6.1M |
| Sax Wealth Advisors, LLC | 0.27% | Add +11.7% | 51,815 | $5.7M |
| NewEdge Wealth, LLC | 0.06% | No change | 50,995 | $5.6M |
| SBI Securities Co., Ltd. | 0.14% | Add +19.7% | 50,841 | $5.6M |
| Rochester Wealth Strategies, LLC | 3.47% | Add +7.0% | 50,206 | $5.5M |
| Alpha Wealth Funds, LLC | 3.71% | Add +61.1% | 50,107 | $5.5M |
| Merit Financial Group, LLC | 0.04% | Add +152.7% | 49,410 | $5.4M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -15.8% | 49,240 | $5.4M |
| Camden National Bank | 0.74% | Add +5.4% | 48,980 | $5.4M |
| Blackhawk Capital Partners, LLC | 2.01% | New | 48,676 | $5.4M |
| Pines Wealth Management, LLC | 1.73% | Add +4.9% | 48,566 | $5.4M |
| Aptus Capital Advisors, LLC | 0.05% | Add +13.8% | 48,456 | $5.3M |
| Midwest Financial Group LLC | 2.36% | Reduce -12.9% | 48,414 | $5.3M |
| Crabel Capital Management, LLC | 4.02% | Reduce -29.5% | 48,226 | $5.3M |
| Independent Solutions Wealth Management, LLC | 0.96% | Add +33.5% | 47,315 | $5.2M |
| Founders Financial Securities LLC | 0.30% | Add +18.6% | 46,718 | $5.1M |
| James Investment Research, Inc. | 0.55% | Add +9.1% | 46,085 | $5.1M |
| Tme Financial, Inc. | 3.52% | Add +30.9% | 45,497 | $5.0M |
| CoreCap Advisors, LLC | 0.17% | Add +36.3% | 45,431 | $5.0M |
| Worth Asset Management, LLC | 2.12% | Add +16.2% | 45,333 | $5.0M |
| Eq LLC | 1.41% | Add +205.6% | 44,497 | $4.9M |
| Cornerstone Management, Inc. | 0.79% | Add +3.4% | 44,214 | $4.9M |
| Advisory Services Network, LLC | 0.07% | Add +20.7% | 43,907 | $4.8M |
| Bar Harbor Wealth Management | 0.28% | Reduce -2.8% | 43,675 | $4.8M |
| Y.D. More Investments Ltd | 0.23% | Reduce -29.0% | 42,864 | $4.7M |
| Turn8 Private Wealth Inc. | 3.28% | Reduce -3.3% | 41,532 | $4.6M |
| Burns J W & Co. Inc. | 0.50% | Add +4.2% | 41,141 | $4.5M |
| Loomis Sayles & Co. L P | 0.01% | Add +2.2% | 40,895 | $4.5M |
| Lantern Wealth Advisors, LLC | 2.39% | Add +1.8% | 40,853 | $4.5M |
| Corepath Wealth Partners LLC | 3.00% | Add +19.0% | 40,552 | $4.5M |
| Global Trust Wealth Management LLC | 3.31% | — | 40,515 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -15.9% | 40,486 | $4.5M |
| Red Wave Investments LLC | 1.33% | Reduce -5.1% | 40,476 | $4.5M |
| Lido Advisors, LLC | 0.02% | Add +257.1% | 40,353 | $4.5M |
| Joseph P. Lucia & Associates, LLC | 1.59% | Add +16.8% | 39,922 | $4.4M |
| Fairview Capital Investment Management, LLC | 0.22% | Reduce -0.5% | 39,585 | $4.4M |
| Citizens Financial Group Inc. | 0.06% | Add +85.4% | 38,794 | $4.3M |
| Broyhill Asset Management, LLC | 3.73% | Add +114.7% | 38,471 | $4.2M |
| Mma Asset Management LLC | 1.49% | Add +5.0% | 37,974 | $4.2M |
| Jump Financial, LLC | 0.06% | New | 37,523 | $4.1M |
| &partners | 0.02% | Add +19.7% | 37,470 | $4.1M |
| Wescott Financial Advisory Group, LLC | 0.35% | Add +11.6% | 36,826 | $4.1M |
| Sowell Financial Services LLC | 0.15% | Add +3.0% | 36,582 | $4.0M |
| Advisors Preferred, LLC | 0.65% | Reduce -55.0% | 36,415 | $4.0M |
| PKS Advisory Services, LLC | 0.91% | Reduce -1.5% | 36,287 | $4.0M |
| Sagil Capital LLP | 2.49% | No change | 36,200 | $4.0M |
| Verition Fund Management LLC | 0.02% | Reduce -95.1% | 36,098 | $4.0M |
| Heritage Wealth Management, Inc. | 2.51% | Add +4.2% | 35,212 | $3.9M |
| XTX Topco Ltd | 0.10% | Add +28.6% | 35,139 | $3.9M |
| World Investment Advisors | 0.06% | Add +243.6% | 34,717 | $3.8M |
| Westwood Holdings Group Inc. | 0.03% | Reduce -2.0% | 34,566 | $3.8M |
| Sage Investment Advisers LLC | 2.81% | — | 33,991 | $3.7M |
| Purpose Unlimited Inc. | 0.17% | — | 33,810 | $3.7M |
| SevenBridge Financial Group, LLC | 0.60% | Reduce -1.1% | 33,515 | $3.7M |
| Rovin Capital /Ut/ | 0.98% | Reduce -20.0% | 33,597 | $3.7M |
| Note Advisors, LLC | 1.90% | Add +14.7% | 33,453 | $3.7M |
| Flagship Private Wealth, LLC | 1.45% | Add +10.3% | 33,462 | $3.7M |
| GTS Securities LLC | 0.13% | New | 33,393 | $3.7M |
| LWM Advisors Inc. | 3.19% | Add +0.4% | 32,884 | $3.6M |
| Tompkins Financial Corp. | 0.28% | Add +7.9% | 32,867 | $3.6M |
| Sykon Capital LLC | 1.15% | Add +8.7% | 32,460 | $3.6M |
| Eukles Asset Management | 1.39% | Add +12.2% | 32,346 | $3.6M |
| Lanark Financial, Inc. | 0.27% | Reduce -1.4% | 32,155 | $3.5M |
| Brookstone Capital Management | 0.04% | Add +117.1% | 32,076 | $3.5M |
| State Street Corp. | 0.00% | Reduce -10.6% | 31,970 | $3.5M |
| Mokosak Advisory Group, LLC | 0.88% | Add +7.0% | 31,791 | $3.5M |
| Transamerica Financial Advisors, LLC | 0.29% | Add +4.0% | 31,484 | $3.5M |
| Perryman Financial Advisory Inc. | 0.51% | — | 31,418 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -17.0% | 31,215 | $3.4M |
| Baker Avenue Asset Management, LP | 0.08% | Add +8.7% | 31,123 | $3.4M |
| Fifth Third Securities, Inc. | 0.22% | Add +0.8% | 30,366 | $3.3M |
| Argyle Capital Partners, LLC | 2.44% | Add +1.2% | 30,271 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +3.3% | 30,160 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +27.4% | 29,834 | $3.3M |
| J.Safra Asset Management Corp | 0.17% | Add +15.6% | 29,683 | $3.3M |
| Calton & Associates, Inc. | 0.48% | Add +1.7% | 29,666 | $3.3M |
| AMG National Trust Bank | 0.08% | Add +2.4% | 29,558 | $3.3M |
| Roberts Financial Services LLC | 1.02% | Add +1.2% | 29,358 | $3.2M |
| Union Bancaire Privee, UBP SA | 0.04% | Add +9.2% | 29,704 | $3.2M |
| CVFG LLC | 2.22% | Add +1.8% | 29,338 | $3.2M |
| Good Steward Wealth Advisors,LLC | 2.13% | Add +38.3% | 29,313 | $3.2M |
| Cwm, LLC | 0.01% | Reduce -2.9% | 29,055 | $3.2M |
| Frank, Rimerman Advisors LLC | 0.20% | No change | 28,986 | $3.2M |
| Anchor Capital Advisors LLC | 0.09% | No change | 28,665 | $3.2M |
| Jacobi Capital Management LLC | 0.18% | Add +9.8% | 28,330 | $3.1M |
| Waverly Advisors, LLC | 0.03% | Reduce -8.5% | 28,324 | $3.1M |
| Seamount Financial Group Inc. | 1.40% | Add +8.0% | 27,918 | $3.1M |
| J Hagan Capital, Inc. | 1.69% | New | 27,772 | $3.1M |
| Capital Financial Group Inc\co\ | 1.71% | — | 27,750 | $3.1M |
| Commerce Bank | 0.02% | Reduce -2.4% | 27,224 | $3.0M |
| Northern Lights Advisors, Inc. | 2.04% | — | 26,958 | $3.0M |
| TT Capital Management LLC | 2.33% | Reduce -5.5% | 26,576 | $2.9M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -1.2% | 26,558 | $2.9M |
| Farrell Financial LLC | 1.73% | Reduce -8.7% | 26,555 | $2.9M |
| Lifestyle Asset Management, Inc. | 0.95% | Add +35.3% | 26,385 | $2.9M |
| Madrid Financial Services | 2.09% | Reduce -27.7% | 26,338 | $2.9M |
| Pacifica Partners Inc. | 1.29% | Add +1.9% | 26,318 | $2.9M |
| KG Capital Management | 0.74% | Add +2.2% | 26,135 | $2.9M |
| Keel Point, LLC | 0.17% | Add +1.3% | 25,818 | $2.8M |
| LYNX Capital Group Ltd. | 1.27% | Add +0.7% | 25,206 | $2.8M |
| FineMark National Bank & Trust | 0.09% | Add +2.8% | 25,182 | $2.8M |
| BankPlus Wealth Management LLC | 1.52% | Add +10.4% | 25,053 | $2.8M |
| New England Asset Management Inc. | 0.37% | No change | 25,000 | $2.8M |
| Banco Santander, S.A. | 0.02% | Add +582.6% | 24,828 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +10.7% | 24,533 | $2.7M |
| Clarus Wealth Advisors | 1.12% | Add +3.2% | 24,310 | $2.7M |
| Ironwood Financial, llc | 0.45% | Reduce -5.9% | 24,003 | $2.7M |
| Coordinated Financial Services, Inc. | 1.52% | Add +17.6% | 23,740 | $2.6M |
| Franklin Resources Inc. | 0.00% | Add +12.7% | 23,718 | $2.6M |
| M Holdings Securities, Inc. | 0.19% | New | 23,517 | $2.6M |
| Flagstar Securities, Inc. | 0.86% | Add +5.0% | 23,392 | $2.6M |
| Insigneo Advisory Services, LLC | 0.18% | Add +4.6% | 23,364 | $2.6M |
| One Wealth Advisors, LLC | 0.31% | Reduce -12.2% | 23,250 | $2.6M |
| Vericrest Private Wealth | 2.27% | — | 23,216 | $2.6M |
| Duncker Streett & Co. Inc. | 0.45% | Reduce -1.7% | 23,039 | $2.5M |
| Regions Financial Corp. | 0.02% | Reduce -2.5% | 22,771 | $2.5M |
| Yeomans Consulting Group, Inc. | 0.73% | New | 22,722 | $2.5M |
| Range Advisory, LLC | 0.64% | — | 22,699 | $2.5M |
| Lake Street Private Wealth, LLC | 0.31% | Add +11.7% | 22,688 | $2.5M |
| Heck Capital Advisors, LLC | 0.19% | Add +8.2% | 22,637 | $2.5M |
| Alterna Wealth Management, Inc. | 2.08% | Reduce -4.0% | 22,614 | $2.5M |
| Procyon Advisors, LLC | 0.12% | Reduce -5.5% | 22,520 | $2.5M |
| Aurora Private Wealth, Inc. | 1.62% | — | 22,430 | $2.5M |
| Bessemer Group Inc. | 0.00% | Add +36.6% | 22,257 | $2.5M |
| Ieq Capital, LLC | 0.01% | Reduce -0.1% | 22,155 | $2.4M |
| Ssa Swiss Advisors AG | 1.14% | Reduce -42.3% | 22,135 | $2.4M |
| Bishop & Co Investment Management, LLC | 0.81% | Reduce -6.7% | 22,142 | $2.4M |
| Riggs Asset Managment Co. Inc. | 0.49% | Add +39.2% | 22,006 | $2.4M |
| Mgo One Seven LLC | 0.05% | Reduce -2.0% | 21,878 | $2.4M |
| Gladwyn Financial Advisors, Inc. | 1.69% | Add +3.3% | 21,793 | $2.4M |
| Avior Wealth Management, LLC | 0.07% | Reduce -0.1% | 21,775 | $2.4M |
| CV Advisors LLC | 0.60% | Reduce -18.8% | 21,450 | $2.4M |
| Crews Bank & Trust | 0.34% | Reduce -11.0% | 21,286 | $2.3M |
| Private Advisory Group LLC | 0.18% | Add +7.8% | 20,928 | $2.3M |
| Evolution Wealth Advisors, LLC | 0.23% | Add +3.5% | 20,850 | $2.3M |
| Brady Family Wealth, LLC | 0.70% | Add +1.1% | 20,682 | $2.3M |
| Stevens Capital Management LP | 0.79% | New | 20,481 | $2.3M |
| CreativeOne Wealth, LLC | 0.05% | Add +29.9% | 20,265 | $2.2M |
| Marex Group Ltd | 0.02% | Reduce -69.0% | 20,184 | $2.2M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -37.4% | 20,159 | $2.2M |
| Arrien Investments, Inc. | 1.25% | Reduce -1.7% | 20,137 | $2.2M |
| BTG Pactual Asset Management US LLC | 0.25% | Reduce -59.7% | 19,902 | $2.2M |
| National Bank of Canada | 0.00% | Reduce -9.3% | 19,948 | $2.2M |
| Ocean Park Asset Management, LLC | 0.10% | Add +53.6% | 19,898 | $2.2M |
| Exchange Traded Concepts, LLC | 0.02% | Add +53.6% | 19,898 | $2.2M |
| Sovran Advisors, LLC | 0.18% | Add +13.9% | 19,532 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.2% | 19,361 | $2.1M |
| Ballast, Inc. | 0.49% | Add +2.6% | 19,164 | $2.1M |
| SteelPeak Wealth, LLC | 0.07% | Add +47.4% | 19,002 | $2.1M |
| L & S Advisors Inc | 0.21% | New | 18,944 | $2.1M |
| Clearstead Advisors, LLC | 0.03% | Reduce -20.0% | 18,936 | $2.1M |
| Exit Wealth Advisors, LLC. | 1.23% | Add +229.4% | 18,932 | $2.1M |
| Mandatum Life Insurance Co Ltd | 0.47% | No change | 18,802 | $2.1M |
| Perennial Investment Advisors, LLC | 0.16% | Reduce -6.3% | 18,775 | $2.1M |
| Bulltick Wealth Management, LLC | 0.44% | Add +12.1% | 18,678 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +148.8% | 18,541 | $2.0M |
| J. Safra Sarasin Holding AG | 0.03% | Add +22.9% | 18,442 | $2.0M |
| Strategy Asset Managers LLC | 0.33% | Add +7.1% | 18,225 | $2.0M |
| RFG Advisory, LLC | 0.04% | Reduce -44.6% | 18,083 | $2.0M |
| Bcwm, LLC | 0.60% | Add +3.6% | 18,054 | $2.0M |
| Lakeridge Wealth Management LLC | 0.90% | Reduce -74.6% | 17,991 | $2.0M |
| Eclectic Associates Inc. | 0.31% | New | 17,827 | $2.0M |
| Arcataur Capital Management LLC | 0.56% | Reduce -2.1% | 17,704 | $2.0M |
| Berkeley Capital Partners, LLC | 0.46% | Reduce -1.3% | 17,581 | $1.9M |
| Smartleaf Asset Management LLC | 0.07% | Reduce -4.0% | 17,441 | $1.9M |
| Brasada Capital Management, LP | 0.33% | Reduce -4.6% | 17,476 | $1.9M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -0.4% | 17,382 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Reduce -4.6% | 17,188 | $1.9M |
| Point72 Asset Management | 0.00% | New | 17,154 | $1.9M |
| Copia Wealth Management | 1.35% | Add +9.5% | 17,137 | $1.9M |
| Nwam LLC | 0.11% | Add +0.5% | 17,089 | $1.9M |
| Roundview Capital LLC | 0.12% | Add +4.7% | 16,982 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -3.9% | 16,899 | $1.9M |
| Savvy Advisors, Inc. | 0.06% | Add +17.4% | 16,843 | $1.9M |
| Florin Court Capital LLP | 2.58% | Reduce -28.8% | 16,800 | $1.9M |
| Allie Family Office LLC | 0.85% | No change | 16,589 | $1.8M |
| Cambridge Advisors Inc. | 0.34% | No change | 16,390 | $1.8M |
| Viawealth, LLC | 1.01% | Reduce -6.6% | 16,358 | $1.8M |
| Freedom Financial Partners LLC | 0.64% | Add +6.4% | 15,987 | $1.8M |
| Cosner Financial Group, LLC | 0.89% | Reduce -4.8% | 15,861 | $1.7M |
| Investment Advisory Group, LLC | 0.45% | Reduce -0.5% | 15,764 | $1.7M |
| Saba Capital Management, L.P. | 0.06% | New | 15,719 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.19% | Reduce -33.4% | 15,667 | $1.7M |
| Plan Group Financial, LLC | 0.45% | Reduce -37.1% | 15,659 | $1.7M |
| Country Trust Bank | 0.03% | No change | 15,500 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +34.2% | 23,462 | $1.7M |
| Buck Wealth Strategies, LLC | 0.22% | New | 15,459 | $1.7M |
| Uptown Financial Advisors LLC | 1.44% | Add +18.1% | 15,358 | $1.7M |
| Interactive Financial Advisors, Inc. | 1.09% | Reduce -25.4% | 15,316 | $1.7M |
| Spire Wealth Management | 0.06% | Add +244.5% | 15,233 | $1.7M |
| Running Point Capital Advisors, LLC | 0.46% | Reduce -1.3% | 15,196 | $1.7M |
| Melfa Wealth Management, Inc. | 0.96% | Add +2.3% | 15,135 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Add +7.8% | 15,021 | $1.7M |
| Spectrum Strategic Capital Management, LLC | 0.88% | Reduce -44.5% | 15,013 | $1.7M |
| Capital Analysts, LLC | 0.05% | Add +2.3% | 14,978 | $1.6M |
| Sonata Capital Group Inc. | 0.59% | Reduce -3.8% | 14,950 | $1.6M |
| King Wealth Management Group | 0.20% | Reduce -4.1% | 14,906 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Reduce -3.3% | 14,602 | $1.6M |
| Natixis | 0.01% | Reduce -17.3% | 14,598 | $1.6M |
| Sig Brokerage, LP | 0.54% | New | 14,589 | $1.6M |
| Van Hulzen Asset Management, LLC | 0.12% | Reduce -0.9% | 14,520 | $1.6M |
| Warwick Investment Management, Inc. | 0.25% | Reduce -0.3% | 14,457 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -53.0% | 13,986 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.11% | Reduce -4.4% | 13,933 | $1.5M |
| Fiducient Advisors LLC | 0.19% | Add +2.1% | 13,903 | $1.5M |
| Boreal Capital Management LLC | 1.40% | Add +34.0% | 13,850 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -21.3% | 13,831 | $1.5M |
| Arrowroot Family Office, LLC | 0.55% | Reduce -0.7% | 13,800 | $1.5M |
| StoneX Group Inc. | 0.06% | Add +18.5% | 13,348 | $1.5M |
| Reflection Asset Management | 1.04% | — | 13,278 | $1.5M |
| Financial Sense Advisors, Inc. | 0.31% | Reduce -3.0% | 13,277 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +23.4% | 13,245 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -0.2% | 13,180 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 13,198 | $1.5M |
| Alteri Wealth LLC | 0.47% | Add +8.3% | 13,043 | $1.4M |
| Private Trust Co. NA | 0.13% | Reduce -11.9% | 13,039 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +5.2% | 13,031 | $1.4M |
| Finer Wealth Management, Inc. | 0.69% | Add +129.7% | 12,920 | $1.4M |
| Forteris Wealth Management Inc. | 1.38% | — | 12,720 | $1.4M |
| Disciplined Investments, LLC | 0.53% | Reduce -5.2% | 12,586 | $1.4M |
| CMG Global Holdings, LLC | 0.61% | Reduce -2.3% | 12,600 | $1.4M |
| Brian Low Financial Group, LLC | 0.98% | Reduce -2.1% | 12,519 | $1.4M |
| Northstar Advisory Group, LLC | 0.49% | New | 12,493 | $1.4M |
| HUB Investment Partners, LLC | 0.04% | Add +422.2% | 12,475 | $1.4M |
| Simon Quick Advisors, LLC | 0.06% | Reduce -0.5% | 12,464 | $1.4M |
| Worth Financial Advisory Group, LLC | 0.66% | New | 12,440 | $1.4M |
| Ascent Group, LLC | 0.05% | Reduce -8.4% | 12,427 | $1.4M |
| Marble Wealth, LLC | 0.19% | — | 12,417 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +3.5% | 12,326 | $1.4M |
| AlTi Global, Inc. | 0.03% | No change | 12,220 | $1.3M |
| Birch Financial Group, LLC | 0.76% | Add +4.7% | 12,030 | $1.3M |
| Abacus Wealth Partners, LLC | 0.13% | Reduce -4.8% | 12,024 | $1.3M |
| Farringdon Capital, Ltd. | 0.32% | Add +174.2% | 12,004 | $1.3M |
| First International Bank of Israel Ltd. | 0.63% | Reduce -4.3% | 11,976 | $1.3M |
| Slocum, Gordon & Co LLP | 0.96% | Add +9.7% | 11,973 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.47% | Reduce -2.6% | 11,831 | $1.3M |
| Pinebridge Investments LLC | 0.01% | — | 11,798 | $1.3M |
| Intergy Private Wealth, LLC | 0.39% | Add +3.5% | 11,793 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.46% | Reduce -4.8% | 11,510 | $1.3M |
| Capricorn Fund Managers Ltd | 0.30% | Add +0.3% | 11,442 | $1.3M |
| Blue Capital, Inc. | 0.89% | New | 11,371 | $1.3M |
| Montecito Bank & Trust | 0.20% | Add +5.0% | 11,368 | $1.3M |
| Rathbones Group PLC | 0.00% | Reduce -1.1% | 11,322 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +2.7% | 11,279 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -6.3% | 11,023 | $1.2M |
| Arrow Investment Advisors, LLC | 1.33% | Reduce -8.4% | 10,860 | $1.2M |
| Castleark Management LLC | 0.04% | New | 10,840 | $1.2M |
| Aspiriant, LLC | 0.03% | Reduce -1.0% | 10,818 | $1.2M |
| American Financial & Tax Strategies Inc. | 0.59% | Reduce -0.1% | 10,789 | $1.2M |
| Van Strum & Towne Inc. | 0.33% | Reduce -4.7% | 10,770 | $1.2M |
| Adams Asset Advisors, LLC | 0.16% | Reduce -5.3% | 10,662 | $1.2M |
| Silverlake Wealth Management LLC | 0.26% | Reduce -13.7% | 10,586 | $1.2M |
| Laurel Wealth Advisors LLC | 0.15% | Reduce -1.2% | 10,522 | $1.2M |
| Wealth Advisory Solutions, LLC | 0.27% | Add +7.1% | 10,479 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -24.2% | 10,430 | $1.1M |
| GWN Securities Inc. | 0.23% | Add +5.8% | 10,308 | $1.1M |
| Hancock Whitney Corp. | 0.02% | Reduce -31.7% | 10,246 | $1.1M |
| Bank of Nova Scotia | 0.00% | New | 10,230 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +0.6% | 10,154 | $1.1M |
| Professional Financial Advisors, LLC | 0.23% | New | 10,148 | $1.1M |
| Edge Financial Advisors LLC | 0.47% | Reduce -9.3% | 10,140 | $1.1M |
| TrueWealth Financial Partners | 0.91% | New | 10,030 | $1.1M |
| True Blue Financial, LLC | 0.91% | — | 10,030 | $1.1M |
| Guidance Capital, Inc. | 0.27% | New | 9,957 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +789.3% | 9,996 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | Reduce -2.1% | 9,775 | $1.1M |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -10.4% | 9,774 | $1.1M |
| Keystone Wealth Services, LLC | 0.23% | Add +216.4% | 9,700 | $1.1M |
| Camelot Technology Advisors, Inc. | 0.80% | Reduce -2.0% | 9,657 | $1.1M |
| Magnus Financial Group LLC | 0.08% | Reduce -17.1% | 9,618 | $1.1M |
| 1832 Asset Management L.P. | 0.00% | Add +0.6% | 9,608 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Add +14.6% | 9,536 | $1.1M |
| IFP Advisors, Inc | 0.02% | Reduce -5.3% | 9,501 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +15.4% | 9,439 | $1.0M |
| Wealth Alliance, LLC | 0.10% | Add +3.2% | 9,248 | $1.0M |
| Innealta Capital, LLC | 0.55% | Add +6.1% | 9,214 | $1.0M |
| Engineers Gate Manager LP | 0.01% | New | 9,208 | $1.0M |
| Stronghold Wealth Management L.L.C. | 1.50% | — | 9,208 | $1.0M |
| NTV Asset Management LLC | 0.11% | Add +90.4% | 9,206 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | Add +328.8% | 9,198 | $1.0M |
| TFB Advisors LLC | 0.28% | Add +2.6% | 9,174 | $1.0M |
| Bellecapital International Ltd. | 0.18% | No change | 9,173 | $1.0M |
| Cypress Financial Planning LLC | 0.28% | Add +10.4% | 9,026 | $999K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | No change | 9,000 | $992K |
| Capitol Family Office, Inc. | 1.17% | Add +9.8% | 8,994 | $991K |
| Family Capital Management, Inc. | 0.44% | Reduce -2.2% | 8,980 | $990K |
| Phil A. Younker & Associates, Ltd. | 0.69% | No change | 8,973 | $989K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -28.7% | 8,966 | $988K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.3% | 8,960 | $987K |
| WealthShield Partners, LLC | 0.11% | Add +0.6% | 8,974 | $987K |
| Sincerus Advisory, LLC | 0.79% | Reduce -1.0% | 8,956 | $987K |
| HighMark Wealth Management LLC | 0.40% | Add +1.1% | 8,952 | $986K |
| AssuredPartners Investment Advisors, LLC | 0.15% | Add +84.0% | 8,887 | $979K |
| United Capital Financial Advisors, LLC | 0.01% | Add +11.4% | 8,881 | $979K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | New | 8,879 | $978K |
| Simplicity Wealth,LLC | 0.06% | Reduce -24.2% | 8,874 | $978K |
| Choreo, LLC | 0.01% | Reduce -14.9% | 8,824 | $977K |
| Life Planning Partners, Inc | 0.74% | Add +2.3% | 8,750 | $964K |
| Focus Financial Network, Inc. | 0.03% | Add +5.6% | 8,729 | $962K |
| Verus Capital Partners, LLC | 0.06% | Reduce -3.5% | 8,727 | $962K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 8,665 | $955K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 8,635 | $951K |
| Integrity Alliance, Llc. | 0.03% | New | 8,588 | $946K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.2% | 8,365 | $922K |
| Tactive Advisors, LLC | 0.27% | New | 8,303 | $915K |
| Wealthgarden F.S. LLC | 0.60% | Add +15.1% | 8,198 | $909K |
| VestGen Investment Management | 0.50% | Reduce -4.0% | 8,229 | $907K |
| Belpointe Asset Management LLC | 0.03% | Add +12.9% | 8,228 | $907K |
| Yorktown Management & Research Co Inc | 0.70% | New | 8,000 | $882K |
| FIL Ltd | 0.00% | New | 8,000 | $882K |
| Archer Investment Management, LLC | 0.47% | New | 7,955 | $877K |
| Tempus Wealth Planning, LLC | 0.20% | Reduce -4.4% | 7,928 | $874K |
| Founders Financial Alliance, LLC | 0.16% | Reduce -2.8% | 7,912 | $872K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -1.6% | 7,813 | $861K |
| Roger Wittlin Investment Advisory, LLC | 0.60% | Reduce -9.6% | 7,749 | $854K |
| Texas Bank & Trust Co | 0.31% | No change | 7,747 | $854K |
| Laurel Oak Wealth Management, LLC | 0.14% | — | 7,718 | $850K |
| Ehrlich Financial Group | 0.48% | New | 7,699 | $848K |
| Prelude Capital Management, LLC | 0.06% | Reduce -33.8% | 7,618 | $839K |
| Creative Financial Designs Inc. | 0.05% | Reduce -13.9% | 7,547 | $832K |
| Snowden Capital Advisors LLC | 0.02% | Add +39.9% | 7,481 | $824K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +15.9% | 7,470 | $823K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.07% | New | 7,450 | $821K |
| Mount Lucas Management LP | 0.36% | Add +2.5% | 7,412 | $817K |
| Hollencrest Capital Management | 0.03% | Reduce -10.6% | 7,412 | $817K |
| City State Bank | 0.22% | No change | 7,410 | $817K |
| Orleans Capital Management Corp. | 0.50% | Reduce -1.0% | 7,335 | $808K |
| White Pine Capital LLC | 0.22% | Add +11.5% | 7,306 | $805K |
| Garner Asset Management Corp | 0.31% | New | 7,225 | $796K |
| Roman Butler Fullerton & Co. | 0.21% | Add +102.0% | 7,183 | $796K |
| Cane Capital Partners, LLC | 0.33% | — | 7,211 | $795K |
| Investment House LLC | 0.04% | No change | 7,165 | $790K |
| City Center Advisors, LLC | 0.73% | Add +16.5% | 7,156 | $789K |
| Hohimer Wealth Management, LLC | 0.11% | Add +26.7% | 7,100 | $782K |
| McDonald Partners LLC | 0.25% | No change | 7,078 | $780K |
| Founders Grove Wealth Partners, LLC | 0.17% | Add +32.9% | 7,057 | $778K |
| Koshinski Asset Management, Inc. | 0.05% | No change | 7,040 | $776K |
| Traynor Capital Management, Inc. | 0.04% | Add +24.0% | 7,019 | $773K |
| Maridea Wealth Management LLC | 0.12% | Reduce -0.4% | 6,963 | $767K |
| Solstein Capital, LLC | 0.31% | Add +35.0% | 6,937 | $764K |
| VestGen Advisors, LLC | 0.03% | Add +89.8% | 6,842 | $754K |
| Diversified Enterprises, LLC | 0.04% | Reduce -19.0% | 6,776 | $747K |
| Titleist Asset Management, LLC | 0.06% | Reduce -3.0% | 6,762 | $745K |
| Allworth Financial LP | 0.00% | Reduce -4.4% | 6,743 | $743K |
| Clarendon Private LLC | 0.62% | Reduce -6.5% | 6,685 | $737K |
| Sharper & Granite LLC | 0.26% | Add +12.0% | 6,615 | $729K |
| Omega Financial Group, LLC | 0.24% | Add +0.3% | 6,572 | $724K |
| Rockingstone Advisors LLC | 0.33% | Add +4.7% | 6,516 | $718K |
| Ofc Financial Planning, LLC | 0.68% | Reduce -9.4% | 6,511 | $717K |
| Thrive Capital Management, LLC | 0.16% | Reduce -12.3% | 6,397 | $705K |
| Wayfinding Financial, LLC | 0.30% | Reduce -92.8% | 6,380 | $703K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -25.5% | 6,371 | $702K |
| International Private Wealth Advisors LLC | 0.44% | Reduce -0.7% | 6,328 | $697K |
| 10Elms LLP | 0.73% | Add +1.9% | 6,306 | $695K |
| Indiana Trust & Investment Management Co | 0.20% | No change | 6,244 | $688K |
| PW Nova Financial Services LLC | 0.26% | — | 6,249 | $688K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -0.5% | 6,201 | $683K |
| Everstar Asset Management, LLC | 0.37% | Reduce -2.3% | 6,227 | $682K |
| Crestwood Advisors Group, LLC | 0.01% | Add +7.2% | 6,179 | $681K |
| Gouws Capital LLC | 0.36% | No change | 6,178 | $681K |
| Arkadios Wealth Advisors | 0.01% | Add +7.9% | 6,172 | $680K |
| Lewis Asset Management, LLC | 0.28% | Add +3.5% | 6,162 | $679K |
| Venture Visionary Partners LLC | 0.02% | Reduce -8.3% | 6,158 | $679K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -4.7% | 6,139 | $676K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +3.0% | 6,136 | $676K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -4.5% | 6,120 | $674K |
| Fairscale Capital, LLC | 0.45% | No change | 6,116 | $674K |
| Greenup Street Wealth Management LLC | 0.10% | Reduce -4.6% | 6,071 | $669K |
| HB Wealth Management, LLC | 0.00% | Reduce -19.5% | 6,040 | $666K |
| Midwestern Financial, LLC | 0.55% | Add +11.3% | 6,020 | $663K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +125.7% | 6,018 | $663K |
| Kaizen Financial Strategies | 0.29% | Reduce -3.0% | 6,014 | $663K |
| Ramsey Quantitative Systems | 0.60% | New | 6,000 | $661K |
| Lazari Capital Management, Inc. | 0.22% | Add +0.3% | 5,956 | $656K |
| Compass Ion Advisors, LLC | 0.06% | Reduce -1.4% | 5,955 | $656K |
| Advisors Asset Management, Inc. | 0.01% | Add +33.5% | 5,916 | $652K |
| IPG Investment Advisors LLC | 0.11% | Add +5.7% | 5,914 | $652K |
| Waystone Advisors LLC | 0.56% | — | 5,896 | $650K |
| Godfrey Financial Associates, Inc. | 0.56% | — | 5,882 | $648K |
| Alliance Wealth Advisors, LLC | 0.14% | Reduce -39.1% | 5,880 | $648K |
| Fonville Wealth Management LLC | 0.13% | Reduce -0.6% | 5,864 | $646K |
| SlateStone Wealth, LLC | 0.05% | New | 5,840 | $644K |
| Ledyard National Bank | 0.06% | Reduce -4.9% | 5,832 | $643K |
| Krilogy Financial LLC | 0.02% | New | 5,789 | $642K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -39.2% | 5,807 | $640K |
| Delta Financial Advisors LLC | 0.16% | Add +4.1% | 5,750 | $634K |
| GK Wealth Management LLC | 0.46% | Reduce -1.6% | 5,694 | $627K |
| Parallel Advisors, LLC | 0.01% | Add +16.0% | 5,652 | $623K |
| Premier Path Wealth Partners, LLC | 0.08% | Add +154.2% | 5,645 | $622K |
| Adaptive Financial Consulting, LLC | 0.24% | Reduce -0.2% | 5,638 | $621K |
| Hudson Portfolio Management LLC | 0.53% | Add +7.3% | 5,587 | $616K |
| Savant Capital, LLC | 0.00% | Reduce -7.3% | 5,583 | $615K |
| Arlington Capital Management, Inc. | 0.38% | Reduce -4.7% | 5,578 | $615K |
| Saiph Capital, LLC | 0.22% | Add +4.9% | 5,558 | $612K |
| Hyundai Investments Co., Ltd. | 0.59% | New | 5,488 | $607K |
| Independent Family Office, LLC | 0.25% | No change | 5,500 | $606K |
| Cambridge Financial Group, LLC | 0.21% | Reduce -38.3% | 5,443 | $602K |
| RDA Financial Network | 0.14% | Reduce -21.8% | 5,458 | $601K |
| MMBG Investment Advisors Co. | 0.05% | Add +126.8% | 5,443 | $600K |
| Berger Financial Group, Inc | 0.03% | Add +8.8% | 5,425 | $598K |
| Sheets Smith Wealth Management | 0.07% | Reduce -3.1% | 5,405 | $596K |
| Heritage Trust Co | 0.06% | No change | 5,386 | $593K |
| Valor Advisors LLC | 0.49% | — | 5,325 | $587K |
| Ameriflex Group, Inc. | 0.30% | Reduce -18.0% | 5,310 | $585K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,300 | $584K |
| Guardian Partners Inc. | 0.05% | Add +76.5% | 5,306 | $583K |
| McAdam, LLC | 0.03% | Add +14.8% | 5,272 | $581K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -8.1% | 5,222 | $575K |
| Cidel Asset Management Inc. | 0.04% | Add +5.4% | 5,178 | $571K |
| Cibc World Market Inc. | 0.00% | Add +141.5% | 5,175 | $570K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +33.7% | 5,166 | $569K |
| M3 Advisory Group, LLC | 0.34% | Add +0.5% | 5,020 | $553K |
| Afg Fiduciary Services Limited Partnership | 0.33% | No change | 5,000 | $551K |
| Neumann Capital Management, LLC | 0.16% | Add +3.1% | 4,998 | $551K |
| OneAscent Financial Services LLC | 0.05% | New | 4,942 | $545K |
| Gradient Capital Advisors, LLC | 0.14% | Reduce -0.1% | 4,940 | $544K |
| Strategic Blueprint, LLC | 0.03% | Reduce -13.1% | 4,932 | $543K |
| OxenFree Capital LLC | 0.28% | Add +56.5% | 4,854 | $535K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.5% | 32,635 | $534K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -3.3% | 4,840 | $533K |
| Triumph Capital Management | 0.11% | Add +14.9% | 4,825 | $532K |
| Banque Pictet & Cie SA | 0.01% | Reduce -28.4% | 4,788 | $528K |
| Curat Global, LLC | 0.58% | Add +26.1% | 4,779 | $527K |
| Independent Advisor Alliance | 0.01% | Add +6.4% | 4,753 | $524K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -35.9% | 4,743 | $523K |
| BLB&B Advisors, LLC | 0.02% | Reduce -43.8% | 4,706 | $519K |
| Virtue Capital Management, LLC | 0.08% | Reduce -99.1% | 4,680 | $516K |
| Forte Asset Management LLC | 0.23% | Add +13.6% | 4,660 | $513K |
| High Falls Advisors, Inc | 0.10% | Reduce -18.8% | 4,624 | $509K |
| Granville Capital, Inc. | 0.27% | — | 4,611 | $508K |
| Canvas Wealth Advisors, LLC | 0.09% | No change | 4,545 | $501K |
| Eastern Bank | 0.01% | Add +8.2% | 4,544 | $501K |
| Oxbow Advisors, LLC | 0.04% | Add +39.9% | 4,511 | $497K |
| TRUE Private Wealth Advisors | 0.05% | Add +0.0% | 4,461 | $492K |
| Smallwood Wealth Investment Management, LLC | 0.26% | Reduce -6.1% | 4,453 | $491K |
| Advyzon Investment Management, LLC | 0.06% | Add +31.6% | 4,451 | $490K |
| Summa Corp. | 0.21% | Reduce -31.1% | 4,425 | $488K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -44.0% | 4,420 | $487K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.3% | 4,393 | $484K |
| Hudock, Inc. | 0.07% | Reduce -1.5% | 4,385 | $483K |
| Invested Advisors | 0.50% | Add +34.3% | 4,382 | $483K |
| Kelly Financial Services LLC | 0.12% | Add +0.5% | 4,376 | $482K |
| BridgePort Financial Solutions, LLC | 0.13% | Add +0.4% | 4,356 | $480K |
| Diversify Wealth Management, LLC | 0.02% | Add +23.1% | 4,311 | $477K |
| Independence Bank of Kentucky | 0.06% | No change | 4,323 | $476K |
| Haverford Trust Co | 0.00% | Reduce -2.2% | 4,321 | $476K |
| Sound Income Strategies, LLC | 0.02% | Add +110.3% | 4,282 | $473K |
| Three Seasons Wealth, LLC | 0.04% | New | 4,251 | $468K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -27.4% | 4,229 | $466K |
| Vident Advisory, LLC | 0.00% | Add +100.0% | 4,200 | $463K |
| Tiemann Investment Advisors, LLC | 0.18% | No change | 4,172 | $460K |
| ABLE Financial Group, LLC | 0.09% | Add +7.7% | 4,157 | $458K |
| Axis Wealth Partners, LLC | 0.25% | Reduce -11.0% | 4,120 | $454K |
| Quadrant Private Wealth Management, LLC | 0.07% | Reduce -31.6% | 4,100 | $452K |
| Proficio Capital Partners LLC | 0.03% | No change | 4,086 | $450K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -17.5% | 4,070 | $449K |
| PFG Advisors | 0.02% | Reduce -67.5% | 4,033 | $444K |
| Independent Wealth Network Inc. | 0.14% | Add +5.4% | 4,012 | $442K |
| Vision Financial Markets LLC | 0.45% | Reduce -20.0% | 4,000 | $441K |
| Harmony Asset Management LLC | 0.15% | Reduce -1.1% | 3,991 | $440K |
| Fort Point Capital Partners LLC | 0.05% | Add +13.3% | 3,959 | $439K |
| Steinberganna Wealth Management | 0.21% | Add +0.2% | 3,973 | $438K |
| Etesian Wealth Advisors, Inc. | 0.14% | Reduce -30.0% | 3,957 | $436K |
| Peregrine Asset Advisers, Inc. | 0.12% | Reduce -7.6% | 3,950 | $435K |
| Planned Solutions, Inc. | 0.14% | No change | 3,942 | $434K |
| Graetz Wealth LLC | 0.39% | — | 3,905 | $430K |
| Avantax Planning Partners, Inc. | 0.01% | Add +6.9% | 3,898 | $429K |
| Point Nemo Capital, LLC | 0.42% | — | 3,866 | $426K |
| SG Americas Securities, LLC | 0.00% | Reduce -99.3% | 3,859 | $425K |
| Life Line Wealth Management LLC | 0.13% | Add +1.5% | 3,850 | $424K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.7% | 3,846 | $424K |
| Composition Wealth, LLC | 0.01% | Add +28.8% | 3,838 | $423K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -2.3% | 3,834 | $422K |
| Investments & Financial Planning, LLC | 0.23% | Reduce -11.6% | 3,817 | $421K |
| Norden Group LLC | 0.04% | Reduce -0.1% | 3,813 | $420K |
| HCR Wealth Advisors | 0.04% | Reduce -5.6% | 3,812 | $420K |
| Weaver Consulting Group | 0.10% | No change | 3,808 | $420K |
| Transcend Capital Advisors, LLC | 0.03% | Add +10.6% | 3,797 | $418K |
| Csenge Advisory Group | 0.02% | Add +0.4% | 3,776 | $416K |
| Richardson Financial Services Inc. | 0.13% | Reduce -0.6% | 2,363 | $415K |
| Fiduciary Trust Co | 0.00% | Add +7.6% | 3,762 | $415K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -11.0% | 3,745 | $413K |
| Cottage Street Advisors LLC | 0.17% | Add +1.4% | 3,740 | $412K |
| Riverbend Wealth Management, LLC | 0.26% | Add +33.9% | 3,709 | $409K |
| MSH Capital Advisors LLC | 0.09% | Add +22.2% | 3,644 | $402K |
| Caldwell Trust Co | 0.04% | No change | 3,601 | $397K |
| Midwest Trust Co | 0.00% | Reduce -4.4% | 3,598 | $396K |
| SimpliFi, Inc. | 0.16% | Reduce -8.8% | 3,533 | $389K |
| Palouse Capital Management, Inc. | 0.25% | Reduce -12.6% | 3,515 | $387K |
| LongView Wealth Management | 0.09% | New | 3,494 | $386K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +26.6% | 3,499 | $386K |
| Global Assets Advisory, LLC | 0.11% | Reduce -35.1% | 3,444 | $379K |
| Horst & Graben Wealth Management LLC | 0.06% | Reduce -12.4% | 3,411 | $376K |
| 17 Capital Partners, LLC | 0.19% | New | 3,400 | $375K |
| Mezzasalma Advisors, LLC | 0.09% | No change | 3,386 | $373K |
| J. Derek Lewis & Associates Inc. | 0.09% | — | 3,342 | $368K |
| International Assets Investment Management, LLC | 0.03% | Add +13.6% | 3,311 | $365K |
| ProVise Management Group, LLC | 0.03% | No change | 3,272 | $361K |
| Miller Capital Partners, Inc. | 0.18% | — | 3,270 | $360K |
| Synergy Asset Management, LLC | 0.04% | Add +74.1% | 3,265 | $360K |
| Peak Financial Management, Inc. | 0.09% | Reduce -13.8% | 3,255 | $359K |
| Dorsey Wright & Associates | 0.08% | Reduce -9.0% | 3,248 | $358K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,223 | $355K |
| Picton Mahoney Asset Management | 0.00% | No change | 3,220 | $355K |
| Claro Advisors Inc. | 0.05% | Reduce -23.6% | 3,204 | $353K |
| Two West Capital Advisors LLC | 0.20% | Reduce -36.8% | 3,201 | $353K |
| Garden State Investment Advisory Services LLC | 0.08% | Reduce -2.5% | 3,183 | $351K |
| Quotient Wealth Partners, LLC | 0.01% | New | 3,180 | $350K |
| Argent Trust Co | 0.01% | No change | 3,168 | $349K |
| Mission Wealth Management, LP | 0.01% | Add +6.4% | 3,133 | $345K |
| EP Wealth Advisors, LLC | 0.00% | — | 3,123 | $344K |
| Constant Guidance Financial LLC | 0.24% | Reduce -72.2% | 3,110 | $343K |
| Old Mission Capital LLC | 0.01% | Reduce -95.0% | 3,095 | $341K |
| First Commonwealth Financial Corp | 0.06% | Reduce -1.0% | 3,077 | $339K |
| Chesley Taft & Associates LLC | 0.01% | Add +14.8% | 3,073 | $339K |
| CVA Family Office, LLC | 0.04% | Reduce -0.5% | 3,048 | $336K |
| Oxinas Partners, LLC | 0.16% | Reduce -0.5% | 3,040 | $335K |
| RPg Family Wealth Advisory, LLC | 0.07% | Add +1.0% | 3,029 | $334K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -3.4% | 2,989 | $331K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -8.8% | 2,998 | $330K |
| Christensen, King & Associates Investment Services, Inc. | 0.14% | Add +0.8% | 2,983 | $329K |
| TSA Wealth Managment LLC | 0.11% | No change | 2,977 | $328K |
| Berkshire Money Management, Inc. | 0.03% | New | 2,973 | $328K |
| Meadow Creek Wealth Advisors LLC | 0.21% | Reduce -9.4% | 2,954 | $326K |
| Phillips Financial Management, LLC | 0.02% | Add +0.2% | 2,936 | $323K |
| NWF Advisory Services Inc. | 0.04% | Add +0.2% | 2,932 | $323K |
| Larson Financial Group LLC | 0.01% | Add +11.2% | 2,866 | $316K |
| Fourth Dimension Wealth, LLC | 0.11% | Reduce -0.9% | 2,846 | $314K |
| Reliant Investment Partners, LLC | 0.25% | Add +13.8% | 2,838 | $313K |
| Bison Wealth, LLC | 0.04% | New | 2,898 | $312K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -19.0% | 2,834 | $312K |
| Prostatis Group LLC | 0.07% | Reduce -7.4% | 2,825 | $311K |
| Resurgent Financial Advisors LLC | 0.16% | Reduce -20.1% | 2,821 | $311K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -49.1% | 2,816 | $310K |
| Genesis Financial Group, LLC | 0.18% | — | 2,806 | $309K |
| Redwood Investment Management, LLC | 0.03% | Reduce -11.4% | 2,793 | $308K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -14.0% | 2,792 | $308K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -2.8% | 2,781 | $306K |
| Old Mission Investment Co LLC | 0.07% | Reduce -31.2% | 2,770 | $305K |
| WESPAC Advisors, LLC | 0.16% | Add +10.4% | 2,759 | $304K |
| Advisory Alpha, LLC | 0.01% | Add +13.1% | 2,759 | $304K |
| CNB Bank | 0.12% | Add +47.7% | 2,757 | $304K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +71.4% | 2,746 | $303K |
| Fortis Advisors, LLC | 0.17% | Add +19.4% | 2,738 | $302K |
| BHK Investment Advisors, LLC | 0.10% | Reduce -1.0% | 2,727 | $300K |
| Elevated Financial Group LLC | 0.10% | — | 2,708 | $298K |
| Evercore Wealth Management, LLC | 0.00% | Add +2.1% | 2,682 | $296K |
| Trek Financial, LLC | 0.02% | Reduce -47.1% | 2,681 | $295K |
| Bluedoor Private Wealth, LLC | 0.14% | — | 2,663 | $293K |
| DAVENPORT & Co LLC | 0.00% | Add +16.9% | 2,662 | $293K |
| Operose Advisors LLC | 0.07% | Add +58.6% | 2,660 | $293K |
| Wealth Effects LLC | 0.09% | Add +0.8% | 2,658 | $293K |
| Avaii Wealth Management, LLC | 0.11% | Reduce -4.7% | 2,653 | $292K |
| Quantinno Capital Management LP | 0.00% | New | 2,631 | $290K |
| Sandhill Capital Partners LLC | 0.02% | Add +8.4% | 2,621 | $289K |
| Western Wealth Management, LLC | 0.01% | Add +15.4% | 2,620 | $289K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.7% | 2,618 | $288K |
| United Asset Strategies, Inc. | 0.02% | Add +5.5% | 2,613 | $288K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,600 | $286K |
| Vermillion & White Wealth Management Group, LLC | 0.16% | Reduce -2.9% | 2,593 | $286K |
| FreeGulliver LLC | 0.13% | No change | 2,560 | $282K |
| Zhang Financial LLC | 0.01% | New | 2,546 | $281K |
| National Wealth Management Group, LLC | 0.10% | New | 2,511 | $277K |
| Market Street Wealth Management Advisors LLC | 0.04% | Reduce -5.3% | 2,509 | $276K |
| Parsons Capital Management Inc. | 0.01% | Reduce -58.8% | 2,469 | $272K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2.1% | 2,465 | $272K |
| Amicus Financial Advisors, LLC | 0.08% | — | 2,462 | $271K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -27.3% | 2,437 | $269K |
| Shared Vision Wealth Group LLC | 0.11% | Reduce -28.4% | 2,400 | $266K |
| Dimension Capital Management LLC | 0.04% | No change | 2,416 | $266K |
| PFG Investments, LLC | 0.01% | Reduce -0.9% | 2,406 | $265K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,399 | $265K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -21.5% | 2,384 | $263K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -6.2% | 2,379 | $262K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 2,368 | $261K |
| Camarda Financial Advisors, LLC | 0.10% | Reduce -16.7% | 2,362 | $260K |
| Pioneer Wealth Management Group | 0.08% | Reduce -1.9% | 2,360 | $260K |
| Wick Capital Partners, LLC | 0.05% | No change | 2,353 | $259K |
| American Trust | 0.02% | Add +0.9% | 2,344 | $258K |
| Empirical Asset Management, LLC | 0.07% | Reduce -9.6% | 2,335 | $257K |
| TPG Advisors LLC | 0.16% | Add +3.3% | 2,325 | $256K |
| Portside Wealth Group, LLC | 0.03% | Reduce -26.6% | 2,319 | $256K |
| Tidal Investments LLC | 0.00% | Reduce -10.2% | 2,312 | $255K |
| Dumont & Blake Investment Advisors LLC | 0.06% | No change | 2,308 | $254K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 2,280 | $251K |
| Risk Paradigm Group, LLC | 0.24% | — | 2,264 | $249K |
| Breakwater Capital Group | 0.03% | Add +3.4% | 2,243 | $247K |
| Chapin Davis, Inc. | 0.06% | Add +0.1% | 2,233 | $246K |
| Maxele Advisors, LLC | 0.20% | Reduce -7.3% | 2,219 | $245K |
| Red Spruce Capital, LLC | 0.10% | No change | 2,207 | $243K |
| TigerOak Management, L.L.C. | 0.07% | Reduce -8.8% | 2,183 | $241K |
| Aquire Wealth Advisors, LLC | 0.06% | Add +0.8% | 2,182 | $240K |
| Northwest Bancshares, Inc. | 0.05% | Reduce -0.1% | 2,173 | $239K |
| TruWealth Advisors, LLC | 0.01% | Reduce -7.7% | 2,171 | $239K |
| Frisch Financial Group, Inc. | 0.05% | New | 2,171 | $239K |
| Bank of New Hampshire | 0.05% | Reduce -12.6% | 2,161 | $238K |
| Bank Pictet & Cie (Europe) AG | 0.00% | No change | 2,129 | $235K |
| Gilpin Wealth Management, LLC | 0.18% | — | 2,088 | $230K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +1.4% | 2,084 | $230K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,083 | $230K |
| Integrated Capital Management, LLC | 0.10% | Reduce -13.2% | 2,077 | $229K |
| Credit Agricole S A | 0.00% | Reduce -25.4% | 2,055 | $226K |
| Acorn Wealth Advisors, LLC | 0.07% | Add +5.6% | 2,053 | $226K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 2,052 | $226K |
| Key Financial Inc | 0.04% | Add +5.0% | 2,049 | $226K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 2,037 | $224K |
| Vista Cima Wealth Management LLC | 0.19% | Reduce -0.5% | 2,026 | $223K |
| Forefront Analytics, LLC | 0.20% | Add +1.5% | 2,021 | $223K |
| High Point Wealth Management, LLC | 0.21% | — | 2,000 | $220K |
| Peak Wealth Management LLC | 0.18% | — | 2,000 | $220K |
| Van Diest Capital, LLC | 0.33% | — | 2,000 | $220K |
| Truefg, LLC | 0.06% | Add +1.9% | 2,000 | $220K |
| Wallington Asset Management, LLC | 0.03% | New | 1,978 | $218K |
| Fragasso Financial Advisors Inc | 0.01% | Reduce -21.9% | 1,962 | $216K |
| Comprehensive Money Management Services LLC | 0.15% | No change | 1,950 | $215K |
| Texas Yale Capital Corp. | 0.01% | Reduce -22.2% | 1,949 | $215K |
| Jane Street Group, LLC | 0.00% | Reduce -99.9% | 1,949 | $215K |
| Revisor Wealth Management LLC | 0.06% | New | 1,943 | $215K |
| United Financial Planning Group LLC | 0.13% | Add +1.5% | 1,947 | $215K |
| Fortis Capital Management LLC | 0.03% | Reduce -0.2% | 1,932 | $213K |
| Atlas Private Wealth Advisors | 0.05% | Reduce -1.2% | 1,929 | $213K |
| Breachway Investments LLC | 0.22% | — | 1,921 | $212K |
| Quent Capital, LLC | 0.02% | New | 1,917 | $211K |
| Rothschild Investment LLC | 0.01% | No change | 1,910 | $210K |
| City National Bank of Florida | 0.14% | No change | 1,910 | $210K |
| Beacon Financial Group | 0.02% | No change | 1,907 | $210K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -11.6% | 1,901 | $209K |
| Finley Financial, LLC | 0.10% | No change | 1,900 | $209K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -4.9% | 1,895 | $209K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +18.0% | 1,889 | $208K |
| Bucket List Wealth Management, LLC | 0.12% | — | 1,884 | $208K |
| SCS Capital Management LLC | 0.00% | Reduce -1.5% | 1,883 | $207K |
| Tradewinds, LLC. | 0.05% | Reduce -10.0% | 1,867 | $206K |
| Nilsine Partners, LLC | 0.02% | No change | 1,858 | $205K |
| Chapman Financial Group, LLC | 0.14% | Reduce -5.1% | 1,854 | $204K |
| Wedgewood Investors Inc. | 0.23% | No change | 1,848 | $204K |
| Bokf, NA | 0.00% | Reduce -25.3% | 1,835 | $202K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 1,833 | $202K |
| Vise Technologies, Inc. | 0.00% | New | 1,828 | $201K |
| Cadia Private Client LLC | 0.16% | — | 1,824 | $201K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,819 | $200K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -0.2% | 1,803 | $199K |
| Activest Wealth Management | 0.04% | Add +89.0% | 1,775 | $196K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -25.4% | 1,764 | $195K |
| Covestor Ltd | 0.10% | Add +14.0% | 1,714 | $189K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 1,645 | $181K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -26.4% | 1,587 | $175K |
| Ancora Advisors LLC | 0.00% | Add +2.9% | 1,546 | $170K |
| Glen Eagle Advisors, LLC | 0.02% | Add +75.8% | 1,538 | $169K |
| Westfuller Advisors, LLC | 0.07% | Add +799.4% | 1,538 | $169K |
| CFG Wealth Management Services, Inc. | 0.16% | — | 1,535 | $169K |
| Transce3nd, LLC | 1.34% | New | 1,499 | $166K |
| Imprint Wealth LLC | 0.77% | Add +79.8% | 1,492 | $164K |
| Consultiva Wealth Management, Corp. | 0.46% | No change | 1,488 | $164K |
| Ameliora Wealth Management Ltd. | 0.05% | No change | 1,475 | $163K |
| Templeton & Phillips Capital Management, LLC | 0.10% | No change | 1,416 | $156K |
| SageView Advisory Group, LLC | 0.01% | New | 1,353 | $149K |
| City Holding Co. | 0.02% | Reduce -6.3% | 1,343 | $148K |
| Tucker Asset Management LLC | 0.04% | Add +504.6% | 1,330 | $147K |
| Powell Investment Advisors, LLC | 0.05% | Add +22.5% | 1,317 | $145K |
| Whittier Trust Co. | 0.00% | Add +14.3% | 1,283 | $142K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,280 | $141K |
| Vision Retirement, LLC | 0.04% | — | 1,228 | $135K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +229.6% | 1,193 | $132K |
| Webster Bank, N. A. | 0.01% | No change | 1,187 | $131K |
| Bogart Wealth, LLC | 0.01% | Add +288.3% | 1,157 | $127K |
| Root Financial Partners, LLC | 0.01% | Add +1.5% | 1,153 | $127K |
| Adirondack Trust Co. | 0.04% | No change | 1,138 | $125K |
| Financial Consulate, Inc. | 0.02% | New | 1,126 | $124K |
| Murphy & Mullick Capital Management Corp | 0.08% | No change | 1,066 | $117K |
| Centaurus Financial, Inc. | 0.01% | New | 1,054 | $116K |
| AlphaCentric Advisors LLC | 0.12% | — | 1,052 | $116K |
| Olistico Wealth, LLC | 0.06% | New | 1,050 | $116K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 989 | $109K |
| Financial Freedom, LLC | 0.05% | Add +1.4% | 977 | $108K |
| NBT Bank, N.A. | 0.01% | Reduce -0.9% | 110 | $108K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 965 | $106K |
| AdvisorNet Financial, Inc | 0.01% | Add +58.5% | 943 | $104K |
| American Wealth Advisors, LLC | 0.10% | Reduce -0.5% | 940 | $104K |
| Raffa Wealth Management, LLC | 0.02% | No change | 910 | $100K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -16.1% | 900 | $99K |
| Front Row Advisors LLC | 0.03% | No change | 888 | $98K |
| Caitlin John, LLC | 0.06% | Add +6.8% | 859 | $95K |
| Wellington-Altus USA Inc. | 0.07% | — | 839 | $92K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.5% | 830 | $92K |
| Maseco LLP | 0.00% | New | 802 | $88K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 800 | $88K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -1.0% | 790 | $87K |
| Signature Equity Partners, LLC | 0.05% | — | 779 | $86K |
| Barrett & Company, Inc. | 0.03% | No change | 778 | $86K |
| Toth Financial Advisory Corp. | 0.01% | New | 727 | $80K |
| IFC & Insurance Marketing, Inc. | 0.08% | — | 726 | $80K |
| Colonial Trust Co / SC | 0.01% | No change | 724 | $80K |
| Blue Trust, Inc. | 0.00% | Reduce -1.2% | 715 | $79K |
| Register Financial Advisors LLC | 0.03% | No change | 703 | $77K |
| Vermillion Wealth Management, Inc. | 0.03% | New | 701 | $77K |
| North Star Investment Management Corp. | 0.00% | Add +1.0% | 696 | $77K |
| Zions Bancorporation, National Association | 0.00% | New | 679 | $75K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 675 | $74K |
| Cohen & Steers, Inc. | 0.00% | Reduce -77.0% | 6,538 | $72K |
| MRP Capital Investments, LLC | 0.06% | No change | 650 | $72K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 636 | $70K |
| Signature Resources Capital Management, LLC | 0.03% | Add +65.5% | 609 | $67K |
| Obsidian Cio, LLC | 0.10% | Reduce -72.6% | 599 | $66K |
| Centerpoint Advisors, LLC | 0.02% | No change | 594 | $65K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -14.3% | 585 | $64K |
| Union Savings Bank | 0.03% | — | 569 | $63K |
| Security National Bank | 0.01% | No change | 560 | $62K |
| Three Bearings Fiduciary Advisors, Inc. | 0.06% | — | 548 | $61K |
| Paladin Partners, LLC | 0.04% | — | 545 | $60K |
| Tsfg, LLC | 0.01% | Reduce -24.7% | 549 | $60K |
| Mechanics Financial Corp | 0.02% | No change | 531 | $59K |
| Lavaca Capital LLC | 0.01% | New | 529 | $58K |
| Financial Network Wealth Advisors LLC | 0.06% | No change | 505 | $56K |
| Woodside Wealth Management LLC | 0.04% | New | 500 | $55K |
| West Paces Advisors Inc. | 0.01% | No change | 500 | $55K |
| TCTC Holdings, LLC | 0.00% | No change | 500 | $55K |
| Choate Investment Advisors | 0.00% | New | 500 | $55K |
| Park Place Capital Corp | 0.01% | Reduce -75.6% | 498 | $55K |
| Merited Wealth, LLC | 0.05% | — | 498 | $55K |
| Ares Financial Consulting, LLC | 0.05% | — | 460 | $51K |
| BankChampaign, National Association | 0.05% | — | 803 | $50K |
| FWL Investment Management, LLC | 0.01% | Add +3.4% | 458 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 458 | $50K |
| Ballast Advisors LLC | 0.01% | Add +87.5% | 450 | $50K |
| Wellington Grp LLC | 0.02% | — | 448 | $49K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.9% | 438 | $48K |
| Tidemark, LLC | 0.01% | No change | 421 | $46K |
| Mascoma Wealth Management LLC | 0.01% | No change | 420 | $46K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 397 | $44K |
| Canton Hathaway, LLC | 0.01% | No change | 375 | $41K |
| Eq Wealth Advisors, LLC | 0.02% | New | 373 | $41K |
| Evolution Advisers, Inc. | 0.02% | New | 374 | $41K |
| McGuire Capital Advisors Inc. | 0.03% | — | 366 | $40K |
| Costello Asset Management, INC | 0.01% | Add +0.8% | 365 | $40K |
| Avion Wealth | 0.01% | No change | 354 | $39K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 350 | $39K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +175.4% | 336 | $37K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.6% | 328 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.6% | 314 | $35K |
| Jessup Wealth Management, Inc | 0.01% | New | 300 | $33K |
| Federated Hermes, Inc. | 0.00% | New | 300 | $33K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | — | 291 | $32K |
| NorthAvenue LLC | 0.03% | — | 285 | $31K |
| 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 |
| Sachetta, LLC | 0.02% | Add +1.5% | 271 | $30K |
| Friedenthal Financial | 0.02% | No change | 271 | $30K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 271 | $30K |
| ORG Partners LLC | 0.01% | Reduce -2.2% | 271 | $30K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -5.6% | 271 | $30K |
| Rossby Financial, LCC | 0.01% | Add +10.3% | 269 | $30K |
| Pacific Center for Financial Services | 0.01% | No change | 265 | $30K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -39.1% | 268 | $30K |
| Trust Co. of Toledo NA | 0.00% | No change | 250 | $28K |
| Bangor Savings Bank | 0.00% | Add +14.3% | 248 | $27K |
| Biltmore Family Office, LLC | 0.00% | No change | 240 | $26K |
| TD Capital Management LLC | 0.00% | No change | 240 | $26K |
| First Horizon Corp. | 0.00% | No change | 232 | $26K |
| Signaturefd, LLC | 0.00% | Add +0.4% | 231 | $25K |
| AlphaCore Capital LLC | 0.00% | Add +1.3% | 230 | $25K |
| Rossmore Private Capital | 0.00% | No change | 227 | $25K |
| Evelyn Partners Investment Management LLP | 0.00% | New | 225 | $25K |
| Anchor Investment Management, LLC | 0.00% | Reduce -15.8% | 213 | $23K |
| Parkside Financial Bank & Trust | 0.00% | No change | 210 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | Add +6.7% | 208 | $23K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 200 | $22K |
| 2UniFi 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 |
| Basepoint Wealth LLC | 0.01% | New | 199 | $22K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 198 | $22K |
| Nemes Rush Group LLC | 0.00% | No change | 192 | $21K |
| Park Square Financial Group, LLC | 0.13% | Reduce -11.2% | 198 | $21K |
| Chilton Capital Management LLC | 0.00% | No change | 184 | $20K |
| Center for Financial Planning, Inc. | 0.00% | Add +63.4% | 183 | $20K |
| Grand Wealth Management, LLC | 0.01% | New | 182 | $20K |
| Hurley Capital, LLC | 0.01% | No change | 175 | $19K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 172 | $19K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 170 | $19K |
| Pflug Koory, LLC | 0.01% | No change | 164 | $18K |
| Investors Research Corp | 0.00% | Reduce -31.5% | 163 | $18K |
| Winch Advisory Services, LLC | 0.00% | Add +1.3% | 157 | $17K |
| Kennebec Savings Bank | 0.01% | No change | 156 | $17K |
| Topsail Wealth Management, LLC | 0.00% | New | 156 | $17K |
| Hilltop National Bank | 0.00% | Reduce -23.0% | 154 | $17K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.4% | 149 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -88.8% | 148 | $16K |
| one8zero8, LLC | 0.00% | New | 147 | $16K |
| Dogwood Wealth Management LLC | 0.01% | Add +119.7% | 145 | $16K |
| EPG Wealth Management LLC | 0.00% | Reduce -24.1% | 145 | $16K |
| Concord Wealth Partners | 0.00% | No change | 143 | $16K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 118 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Add +2875.0% | 119 | $13K |
| Optima Capital LLC | 0.01% | New | 116 | $13K |
| Nova Wealth Management, Inc. | 0.01% | New | 115 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1528.6% | 114 | $13K |
| Piscataqua Savings Bank | 0.01% | No change | 110 | $12K |
| Crewe Advisors LLC | 0.00% | No change | 104 | $11K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 103 | $11K |
| Smithfield Trust Co | 0.00% | No change | 100 | $11K |
| Highline Wealth Partners LLC | 0.00% | No change | 92 | $10K |
| MidFirst Bank | 0.00% | — | 91 | $10K |
| Trust Co. of Vermont | 0.00% | Reduce -71.9% | 88 | $10K |
| JCIC Asset Management Inc. | 0.00% | No change | 85 | $9K |
| Granite Investment Partners, LLC | 0.00% | No change | 85 | $9K |
| Darwin Wealth Management, LLC | 0.00% | No change | 84 | $9K |
| Wilkerson Advisory Group LLC | 0.00% | — | 75 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 73 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 69 | $8K |
| Pandora Wealth, Inc. | 0.00% | No change | 66 | $7K |
| Curio Wealth, LLC | 0.00% | New | 65 | $7K |
| Bank & Trust Co | 0.01% | No change | 65 | $7K |
| Luminist Capital LLC | 0.01% | Add +7.1% | 60 | $7K |
| Realta Investment Advisors | 0.00% | Reduce -23.4% | 59 | $6K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 58 | $6K |
| Wagner Wealth Management, LLC | 0.00% | New | 56 | $6K |
| Noble Wealth Management PBC | 0.00% | Add +409.1% | 56 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.9% | 55 | $6K |
| Global Wealth Strategies & Associates | 0.00% | New | 52 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 50 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -3.9% | 49 | $5K |
| Thompson Investment Management, Inc. | 0.00% | No change | 48 | $5K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 47 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -86.7% | 46 | $5K |
| CX Institutional | 0.00% | Reduce -92.3% | 48 | $5K |
| NWK Group, Inc. | 0.00% | Reduce -86.6% | 41 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -99.5% | 39 | $4K |
| Atomic Invest LLC | 0.00% | — | 38 | $4K |
| Rialto Wealth Management, LLC | 0.00% | New | 38 | $4K |
| Rakuten Securities, Inc. | 0.00% | Add +3700.0% | 38 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 36 | $4K |
| LM Advisors LLC | 0.02% | Reduce -86.7% | 438 | $4K |
| Parvin Asset Management, LLC | 0.00% | New | 34 | $4K |
| Collier Financial | 0.00% | No change | 33 | $4K |
| Adkins Seale Capital Management LLC | 0.00% | — | 28 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 28 | $3K |
| Your Advocates Ltd., LLP | 0.00% | New | 28 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 27 | $3K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 26 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +4.0% | 26 | $3K |
| Innovative Advisory Group, LLC | 0.00% | No change | 25 | $3K |
| Founders Capital Management | 0.00% | No change | 23 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 23 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | Add +22.2% | 22 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| NFSG Corp | 0.00% | No change | 20 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 22 | $2K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 17 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -97.7% | 15 | $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 |
| Russell Investments Group, Ltd. | 0.00% | New | 13 | $1K |
| Networth Advisors, LLC | 0.00% | — | 9 | $992 |
| Asset Dedication, LLC | 0.00% | No change | 9 | $992 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 9 | $992 |
| Key Capital Management, INC | 0.00% | — | 5 | $551 |
| Hilton Head Capital Partners, LLC | 0.00% | — | 5 | $551 |
| MTM Investment Management, LLC | 0.00% | No change | 4 | $441 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $331 |
| First Community Trust NA | 0.00% | New | 84 | $93 |
"% 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.