Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q1 2026 (March 31)1,107holders −44
80new positions
120sold out
8famous investors
$98.87avg. 13F price*
At the end of Q1 2026, 1,107 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings, down 44 from Q4 2025. 80 opened new positions and 120 sold out. The largest holders were Bank of America Corp. ($2.8B), BlackRock, Inc. ($2.3B) and Meiji Yasuda Life Insurance Co ($2.1B). 8 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 (Q1 2026)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $213.8M |
| Exits | 120 | $1.1B |
All 13F filers, Q4 2025 → Q1 2026: 100,525,827 shares bought and 39,626,564 shares sold, net +60,899,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,107 holders
| Bank of America Corp. | 0.21% | Add +13.1% | 25,799,022 | $2.8B |
| BlackRock, Inc. | 0.04% | Add +31.4% | 21,554,643 | $2.3B |
| Meiji Yasuda Life Insurance Co | 71.23% | No change | 19,120,368 | $2.1B |
| Goldman Sachs Group Inc. | 0.22% | Add +1583.2% | 15,626,475 | $1.7B |
| Morgan Stanley | 0.10% | Add +24.0% | 14,821,301 | $1.6B |
| Nuveen, LLC | 0.32% | Reduce -19.4% | 10,987,000 | $1.2B |
| Financial Engines Advisors L.L.C. | 2.42% | Reduce -1.3% | 10,913,210 | $1.2B |
| Wealthfront Advisers LLC | 2.57% | Reduce -2.0% | 10,734,837 | $1.2B |
| Prudential Financial Inc. | 1.42% | Add +538.9% | 10,601,426 | $1.2B |
| Barings LLC | 15.64% | Add +210.7% | 8,612,363 | $938.7M |
| Japan Science & Technology Agency | 19.27% | Reduce -17.5% | 8,506,450 | $927.1M |
| Ameriprise Financial Inc. | 0.20% | Add +122.7% | 8,003,542 | $877.1M |
| Allianz SE | 9.50% | No change | 7,862,205 | $856.9M |
| BNP Paribas Financial Markets | 0.46% | Add +5611.8% | 6,244,041 | $680.5M |
| Envestnet Asset Management Inc. | 0.18% | Add +13.6% | 6,122,891 | $667.3M |
| Susquehanna International Group, LLP | 0.77% | Reduce -16.4% | 5,432,574 | $592.1M |
| Wells Fargo & Company | 0.11% | Add +18.9% | 5,247,824 | $572.0M |
| UBS Group AG | 0.10% | Reduce -10.5% | 5,103,672 | $556.2M |
| LPL Financial LLC | 0.12% | Add +9.9% | 4,199,050 | $457.7M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 3.39% | No change | 4,040,400 | $440.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.27% | Reduce -0.4% | 3,708,265 | $404.2M |
| Northwestern Mutual Investment Management Company, LLC | 5.69% | Add +6.2% | 3,443,454 | $375.3M |
| BNP Paribas | 8.92% | Add +8.9% | 2,573,766 | $280.5M |
| Royal Bank of Canada | 0.05% | Add +1.9% | 2,465,779 | $268.7M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $267.8M |
| Barclays PLC | 0.10% | Add +165.0% | 2,439,075 | $265.8M |
| Symetra Investment Management Co | 22.39% | Add +133.5% | 2,371,880 | $258.5M |
| State of Michigan Retirement System | 1.25% | No change | 2,172,400 | $236.8M |
| Schroder Investment Management Group | 0.19% | Add +32.0% | 2,092,710 | $226.7M |
| Brevan Howard Capital Management LP | 2.22% | Add +527.0% | 1,975,000 | $215.3M |
| Migdal Insurance & Financial Holdings Ltd. | 1.86% | No change | 1,965,000 | $214.2M |
| Fisher Asset Management | 0.07% | Reduce -4.8% | 1,860,386 | $202.8M |
| Northern Trust Corp. | 0.03% | Reduce -25.3% | 1,777,741 | $193.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -58.7% | 1,625,304 | $176.0M |
| Members Trust Co | 5.68% | Add +4.4% | 1,569,008 | $171.0M |
| Mutual of America Capital Management LLC | 1.70% | No change | 1,368,140 | $149.1M |
| Raymond James Financial Inc. | 0.04% | Add +1.2% | 1,160,780 | $126.5M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -3.1% | 1,126,162 | $122.7M |
| Sona Asset Management (us) LLC | 6.99% | Reduce -84.1% | 1,114,088 | $121.4M |
| North Dakota State Investment Board | 5.24% | Add +135.7% | 1,111,374 | $121.1M |
| Cetera Investment Advisers | 0.12% | Add +0.6% | 1,035,759 | $112.9M |
| Bridgewater Associates | 0.50% | Add +2.2% | 1,021,700 | $111.4M |
| Trajan Wealth LLC | 4.45% | Add +1.8% | 101,085 | $110.1M |
| Assetmark, Inc. | 0.22% | Reduce -1.9% | 996,590 | $108.6M |
| MML Investors Services, LLC | 0.30% | Reduce -2.9% | 995,764 | $108.5M |
| GDS Wealth Management | 6.51% | Add +16.8% | 994,088 | $108.3M |
| Legal & General Group Plc | 0.02% | Reduce -30.9% | 979,625 | $106.8M |
| HSBC Holdings PLC | 0.06% | Add +459.7% | 914,723 | $99.8M |
| Valmark Advisers, Inc. | 1.16% | Add +2.2% | 891,382 | $97.2M |
| Sumitomo Mitsui Financial Group, Inc. | 1.85% | Add +2.0% | 835,038 | $91.0M |
| Allspring Global Investments Holdings, LLC | 0.15% | Reduce -11.3% | 817,304 | $89.1M |
| TD Asset Management Inc | 0.07% | Add +15.5% | 804,261 | $87.7M |
| Farther Finance Advisors, LLC | 0.75% | Add +53.7% | 726,716 | $79.0M |
| APG Asset Management US Inc. | 0.59% | Reduce -80.3% | 698,893 | $75.9M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +6.9% | 688,048 | $75.0M |
| Stifel Financial Corp. | 0.07% | Reduce -33.2% | 685,161 | $74.7M |
| Osaic Holdings, Inc. | 0.09% | Reduce -5.9% | 588,086 | $64.1M |
| Principal Financial Group Inc. | 0.03% | Add +165.7% | 575,000 | $62.7M |
| Bank of Montreal | 0.02% | Add +54.6% | 549,674 | $59.9M |
| Creative Planning | 0.04% | Add +6.0% | 541,154 | $59.0M |
| Prudential PLC | 0.43% | Add +74.1% | 524,387 | $57.2M |
| Toronto Dominion Bank | 0.11% | Add +66.7% | 500,000 | $54.5M |
| O'shaughnessy Asset Management, LLC | 0.27% | Add +2.0% | 491,359 | $53.6M |
| Truist Financial Corp. | 0.07% | Add +48.7% | 485,537 | $52.9M |
| MetLife Investment Management, LLC | 0.24% | Reduce -14.0% | 434,940 | $47.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Reduce -64.2% | 411,064 | $44.8M |
| State of New Jersey Common Pension Fund D | 0.17% | Reduce -19.6% | 410,991 | $44.8M |
| Aozora Bank, LTD. | 100.00% | Add +566.7% | 400,000 | $43.6M |
| Focus Partners Wealth | 0.05% | Add +2.5% | 390,505 | $42.6M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -12.1% | 384,708 | $41.9M |
| HRT Financial LP | 0.10% | New | 368,388 | $40.1M |
| Ritholtz Wealth Management | 0.67% | Add +3.9% | 356,381 | $38.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -6.8% | 350,054 | $38.2M |
| Payden & Rygel | 2.95% | Reduce -25.2% | 347,496 | $37.9M |
| Janus Henderson Group PLC | 0.02% | Reduce -20.3% | 346,472 | $37.8M |
| iA Global Asset Management Inc. | 0.53% | Reduce -42.5% | 345,220 | $37.6M |
| Sigma Planning Corp | 1.03% | Add +2.5% | 341,308 | $37.2M |
| Stratos Investment Management, LLC | 1.49% | Add +3.4% | 340,111 | $37.1M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -7.6% | 336,828 | $36.7M |
| Cheviot Value Management, LLC | 3.63% | Add +3.9% | 331,893 | $36.2M |
| Envestnet Portfolio Solutions, Inc. | 0.20% | Reduce -20.5% | 327,885 | $35.7M |
| Millennium Management | 0.03% | Reduce -67.6% | 319,446 | $34.8M |
| Atria Investments, Inc | 0.39% | Add +60.5% | 317,778 | $34.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +12.9% | 309,232 | $33.7M |
| Kingsview Wealth Management, LLC | 0.46% | Add +80.2% | 306,942 | $33.5M |
| Leo Wealth, LLC | 2.41% | Add +27.6% | 304,760 | $33.2M |
| Park Avenue Securities LLC | 0.26% | Reduce -28.7% | 304,105 | $33.1M |
| Saba Capital Management, L.P. | 1.06% | Add +1808.5% | 300,000 | $32.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.90% | Add +12.7% | 297,300 | $32.4M |
| Baird Financial Group, Inc. | 0.05% | Add +29.9% | 296,592 | $32.3M |
| Towercrest Capital Management | 4.95% | Add +20.4% | 291,268 | $31.7M |
| Captrust Financial Advisors | 0.06% | Add +340.9% | 289,047 | $31.5M |
| Strong Tower Advisory Services | 5.78% | Add +8.8% | 281,664 | $30.7M |
| Capital Investment Advisors, LLC | 0.44% | Add +0.1% | 279,033 | $30.4M |
| IHT Wealth Management, LLC | 0.70% | Add +57.0% | 276,301 | $30.1M |
| American Family Investments, Inc. | 0.78% | No change | 273,400 | $29.8M |
| Marshall Wace, LLP | 0.03% | Add +150.9% | 273,400 | $29.8M |
| Westshore Wealth, LLC | 10.28% | Add +6.9% | 268,104 | $29.2M |
| Joule Financial, LLC | 8.48% | Add +2.1% | 267,204 | $29.1M |
| NYL Investors LLC | 10.95% | Add +0.4% | 265,872 | $29.0M |
| DV Trading LLC | 2.55% | Add +230.5% | 257,608 | $28.1M |
| Hilltop Holdings Inc. | 2.55% | Add +15.7% | 257,303 | $28.0M |
| Gsa Capital Partners LLP | 1.74% | New | 256,772 | $28.0M |
| Insight Wealth Strategies, LLC | 3.06% | Reduce -9.2% | 251,203 | $27.4M |
| Constellation Investments, Inc. | 0.90% | No change | 249,317 | $27.2M |
| Modern Wealth Management, LLC | 0.46% | Reduce -0.5% | 248,404 | $27.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -26.4% | 245,317 | $26.7M |
| Regal Investment Advisors LLC | 1.54% | Add +4.8% | 244,646 | $26.7M |
| SG Americas Securities, LLC | 0.03% | Add +6160.6% | 241,595 | $26.3M |
| Willis Johnson & Associates, Inc. | 1.45% | Add +12.2% | 228,225 | $24.9M |
| Fifth Third Bancorp | 0.04% | Add +97.3% | 218,307 | $23.8M |
| Citigroup Inc. | 0.02% | Reduce -70.3% | 217,726 | $23.7M |
| Mackenzie Financial Corp. | 0.03% | Reduce -3.6% | 215,977 | $23.5M |
| TD Private Client Wealth LLC | 0.48% | Reduce -0.5% | 214,063 | $23.3M |
| Clark Capital Management Group, Inc. | 0.14% | Reduce -26.9% | 211,541 | $23.1M |
| Tudor Investment Corporation | 0.12% | New | 211,500 | $23.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Reduce -58.9% | 209,435 | $22.8M |
| Simplex Trading, LLC | 0.70% | New | 208,171 | $22.7M |
| CIBC Bancorp USA Inc. | 0.03% | — | 207,780 | $22.6M |
| Summit Financial Consulting LLC | 15.94% | Add +3.4% | 204,293 | $22.3M |
| Petrus Trust Company, LTA | 2.41% | No change | 202,029 | $22.0M |
| Alley Investment Management Company, LLC | 2.68% | Add +2.3% | 201,546 | $22.0M |
| AAFMAA Wealth Management & Trust LLC | 8.52% | Add +2.4% | 201,481 | $22.0M |
| Scotia Capital Inc. | 0.09% | Add +6.4% | 200,481 | $21.9M |
| Asset Management One Co., Ltd. | 0.06% | Reduce -10.3% | 198,530 | $21.6M |
| Oppenheimer & Co. Inc. | 0.26% | Add +5.3% | 196,572 | $21.4M |
| Invst, LLC | 2.42% | Add +34.6% | 195,993 | $21.4M |
| Canal Capital Management, LLC | 2.88% | Add +6.9% | 195,567 | $21.3M |
| Strategic Wealth Partners, Ltd. | 1.47% | Add +4.3% | 193,980 | $21.1M |
| Lifeworks Advisors, LLC | 2.62% | Add +0.9% | 186,982 | $20.4M |
| Alliance Wealth Management Group | 4.44% | Add +18.9% | 186,246 | $20.3M |
| Keybank National Association | 0.07% | Reduce -6.2% | 185,782 | $20.2M |
| DDFG, Inc | 4.32% | Add +3.0% | 183,933 | $20.0M |
| Bank Hapoalim BM | 3.27% | Reduce -53.8% | 184,000 | $20.0M |
| Ssi Investment Management LLC | 1.65% | Reduce -0.1% | 183,046 | $20.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Add +2.5% | 182,476 | $19.9M |
| CI Investments Inc. | 0.10% | Add +1.0% | 180,644 | $19.7M |
| Cerity Partners LLC | 0.03% | Add +39.5% | 179,097 | $19.5M |
| Mariner, LLC | 0.02% | Add +111.7% | 179,052 | $19.5M |
| Vision Capital Management, Inc. | 2.40% | Add +2.1% | 174,720 | $19.0M |
| TD Waterhouse Canada Inc. | 0.06% | Add +91.7% | 171,824 | $18.8M |
| Merit Financial Group, LLC | 0.14% | Add +237.9% | 166,961 | $18.2M |
| Cordoba Advisory Partners LLC | 4.93% | Add +0.7% | 163,788 | $17.9M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Add +8.9% | 159,380 | $17.4M |
| Lighthouse Financial LLC | 10.18% | Add +79.7% | 154,747 | $16.9M |
| Nomura Asset Management International Inc. | 0.03% | No change | 154,109 | $16.8M |
| HMS Capital Management, LLC | 6.38% | Add +6.5% | 151,392 | $16.5M |
| Zacks Investment Management | 0.13% | Reduce -0.2% | 148,909 | $16.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.11% | Add +1.7% | 145,445 | $15.8M |
| Betterment LLC | 0.03% | Reduce -9.8% | 143,165 | $15.6M |
| MAI Capital Management | 0.09% | Reduce -0.8% | 141,928 | $15.5M |
| Sanctuary Advisors, LLC | 0.08% | Add +8.1% | 141,316 | $15.4M |
| Principal Securities, Inc. | 0.22% | Reduce -29.1% | 139,735 | $15.2M |
| Insight Wealth Partners, LLC | 6.15% | Add +3.5% | 139,708 | $15.2M |
| Guggenheim Capital LLC | 0.12% | Add +2.3% | 137,379 | $15.0M |
| Gotham Asset Management | 0.04% | Add +8.0% | 134,747 | $14.7M |
| Providence First Trust Co | 5.14% | Reduce -1.4% | 134,227 | $14.6M |
| Gallagher Fiduciary Advisors, LLC | 0.56% | Add +11195.6% | 32,574,425 | $14.4M |
| Edmond DE Rothschild Holding S.A. | 0.21% | Reduce -5.4% | 132,059 | $14.4M |
| Tiff Advisory Services, LLC | 3.22% | New | 131,139 | $14.3M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -9.6% | 129,729 | $14.1M |
| USA Financial Formulas | 2.63% | Reduce -45.1% | 128,238 | $14.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.09% | Reduce -56.9% | 128,217 | $14.0M |
| Diversify Wealth Management, LLC | 0.25% | Add +2871.5% | 128,100 | $13.9M |
| Mustico Financial Group, Inc. | 9.60% | Reduce -0.7% | 125,409 | $13.7M |
| Hudson Bay Capital Management LP | 0.09% | Reduce -24.2% | 125,000 | $13.6M |
| Apella Capital, LLC | 0.20% | Reduce -4.3% | 123,032 | $13.5M |
| Cresta Advisors, Ltd. | 5.53% | Add +2.1% | 123,987 | $13.5M |
| Genus Capital Management Inc. | 1.53% | Add +21.4% | 122,861 | $13.4M |
| MTC Wealth Management LLC | 6.30% | Add +8.2% | 121,712 | $13.3M |
| Private Advisory Group LLC | 0.91% | Add +475.9% | 120,513 | $13.1M |
| Mechanics Bank Trust Department | 1.82% | Reduce -5.8% | 120,423 | $13.1M |
| Schonfeld Strategic Advisors LLC | 0.11% | New | 120,179 | $13.1M |
| Donaldson Capital Management, LLC | 0.42% | Add +0.2% | 120,112 | $13.1M |
| TrustBank | 5.03% | Add +0.9% | 119,099 | $13.0M |
| Pinnacle Financial Partners, Inc. | 0.10% | Add +1.8% | 118,308 | $12.9M |
| Deutsche Bank AG | 0.00% | Reduce -93.2% | 118,291 | $12.9M |
| Idaho Trust Co | 4.12% | Add +6.8% | 116,203 | $12.7M |
| TRB Wealth Management, LLC | 1.79% | — | 115,308 | $12.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +44.5% | 113,396 | $12.4M |
| Capstone Wealth Management Group, LLC | 5.09% | Add +8.6% | 111,478 | $12.1M |
| Independent Advisor Alliance | 0.13% | Add +2230.1% | 110,748 | $12.1M |
| Twele Capital Management, Inc. | 2.13% | Add +5.8% | 109,412 | $11.9M |
| Rothschild Wealth LLC | 1.07% | Add +22.4% | 109,138 | $11.9M |
| Net Worth Advisory Group | 2.39% | Add +1.4% | 105,578 | $11.5M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +12.5% | 105,100 | $11.5M |
| Topel & Distasi Wealth Management, LLC | 5.88% | Add +1.8% | 104,452 | $11.4M |
| Daiwa Securities Group Inc. | 0.03% | Reduce -15.3% | 103,840 | $11.3M |
| NewEdge Advisors, LLC | 0.04% | Reduce -17.0% | 103,264 | $11.3M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +287.5% | 102,902 | $11.2M |
| Finhabits Advisors LLC | 10.14% | Add +2.4% | 100,809 | $11.0M |
| Jones Financial Companies LLLP | 0.01% | Reduce -2.9% | 101,789 | $11.0M |
| Allstate Corp. | 0.12% | Reduce -24.1% | 100,267 | $10.9M |
| Arax Advisory Partners | 0.31% | Reduce -66.7% | 99,943 | $10.9M |
| Wesbanco Bank Inc. | 0.30% | Add +3.3% | 99,404 | $10.8M |
| Consilio Wealth Advisors, LLC | 3.13% | Add +21.5% | 98,371 | $10.7M |
| EFG International AG | 0.23% | Add +0.6% | 97,065 | $10.6M |
| Kelsey Financial, LLC | 9.20% | Add +2.6% | 96,565 | $10.5M |
| Beta Wealth Group, Inc. | 4.35% | Add +9.2% | 96,446 | $10.5M |
| Shelter Mutual Insurance Co | 2.31% | No change | 95,196 | $10.4M |
| Renaissance Technologies | 0.02% | New | 92,000 | $10.0M |
| Heartwood Wealth Advisors LLC | 0.85% | Add +11.4% | 89,798 | $9.8M |
| Wealthstar Advisors, LLC | 5.78% | Reduce -2.5% | 89,151 | $9.7M |
| Fulton Breakefield Broenniman LLC | 0.63% | Reduce -1.8% | 88,546 | $9.7M |
| Invictus Private Wealth, LLC | 0.59% | Reduce -5.6% | 88,114 | $9.6M |
| Strategic Investment Advisors / MI | 0.66% | Add +11.4% | 87,138 | $9.5M |
| Fiduciary Financial Group, LLC | 1.26% | Add +14.2% | 86,911 | $9.5M |
| Legacy Private Trust Co. | 0.58% | Add +32.1% | 86,343 | $9.4M |
| Itau Unibanco Holding S.A. | 0.22% | No change | 85,581 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -49.8% | 85,363 | $9.3M |
| BCS Private Wealth Management, Inc. | 2.82% | Add +45.0% | 85,242 | $9.3M |
| Jmac Enterprises LLC | 1.77% | Add +2.1% | 84,869 | $9.2M |
| First American Trust, FSB | 0.62% | Reduce -29.9% | 84,657 | $9.2M |
| Winthrop Capital Management, LLC | 2.37% | Reduce -8.7% | 84,566 | $9.2M |
| Easterly Investment Partners LLC | 0.70% | Add +6.3% | 83,690 | $9.1M |
| Private Advisor Group, LLC | 0.04% | Add +5.4% | 82,740 | $9.0M |
| WBH Advisory Inc. | 0.67% | Add +17.1% | 82,589 | $9.0M |
| Anfield Capital Management, LLC | 2.45% | Add +10.8% | 81,694 | $8.9M |
| Central Pacific Bank - Trust Division | 1.16% | No change | 79,960 | $8.7M |
| Pinkerton Wealth, LLC | 0.78% | Add +20.8% | 77,999 | $8.6M |
| Curran Financial Partners, LLC | 1.48% | Add +19.2% | 75,937 | $8.3M |
| Perigon Wealth Management, LLC | 0.15% | Add +8.0% | 75,645 | $8.2M |
| Stephens Inc. | 0.10% | Reduce -0.1% | 75,236 | $8.2M |
| Nvwm, LLC | 1.82% | Reduce -2.0% | 75,098 | $8.2M |
| Chesapeake Wealth Management | 2.51% | Add +2.5% | 74,943 | $8.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.5% | 73,532 | $8.1M |
| Connecticut Capital Management Group, LLC | 7.65% | Add +1.4% | 74,274 | $8.1M |
| Torrey-Payne Wealth Management, LLC | 7.31% | Add +2.9% | 73,166 | $8.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +77.2% | 71,757 | $7.8M |
| Horizon Investments, LLC | 0.09% | Reduce -46.0% | 71,406 | $7.7M |
| Capital Asset Advisory Services LLC | 0.30% | New | 69,928 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -4.5% | 70,432 | $7.7M |
| One Capital Management, LLC | 0.21% | New | 70,126 | $7.6M |
| Capula Management Ltd | 0.07% | New | 69,044 | $7.5M |
| Flputnam Investment Management Co. | 0.11% | Add +4.4% | 68,663 | $7.5M |
| Income Insurance Ltd | 5.08% | No change | 68,570 | $7.5M |
| Modus Advisors, LLC | 2.05% | Add +4.8% | 68,175 | $7.4M |
| Providence Capital Advisors, LLC | 1.20% | Add +4.7% | 67,372 | $7.3M |
| Waterloo Capital, L.P. | 0.51% | Add +17.0% | 67,015 | $7.3M |
| Foguth Wealth Management, LLC. | 0.85% | Reduce -26.9% | 66,388 | $7.3M |
| Summit Financial, LLC | 0.09% | Reduce -22.7% | 66,375 | $7.2M |
| First Trust Advisors LP | 0.01% | Reduce -3.5% | 64,417 | $7.0M |
| First Foundation Advisors | 0.28% | Reduce -2.6% | 62,780 | $6.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -8.1% | 62,051 | $6.8M |
| David J Yvars Group | 3.76% | Add +3.6% | 61,780 | $6.7M |
| Mutual Advisors, LLC | 0.14% | Reduce -1.7% | 60,747 | $6.6M |
| Man Group plc | 0.01% | Reduce -93.7% | 60,600 | $6.6M |
| 1607 Capital Partners, LLC | 0.47% | No change | 60,310 | $6.6M |
| Vontobel Holding Ltd. | 0.02% | Add +0.5% | 60,083 | $6.5M |
| Sonoma Allocations LLC | 2.22% | Reduce -25.8% | 58,945 | $6.4M |
| Exencial Wealth Advisors, LLC | 0.20% | Add +5.3% | 58,823 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +2908.5% | 58,635 | $6.4M |
| Balefire, LLC | 1.19% | Reduce -1.4% | 58,083 | $6.3M |
| Turn8 Private Wealth Inc. | 3.95% | Add +39.8% | 58,063 | $6.3M |
| Syntax Research, Inc. | 4.02% | Add +0.4% | 57,915 | $6.3M |
| Evelyn Partners Investment Management (Europe) Ltd | 2.15% | Reduce -2.0% | 57,274 | $6.2M |
| Keystone Global Partners, LLC | 2.78% | Add +2.3% | 57,084 | $6.2M |
| Rochester Wealth Strategies, LLC | 3.71% | Add +11.8% | 56,141 | $6.1M |
| Welch & Forbes LLC | 0.08% | Reduce -1.2% | 55,870 | $6.1M |
| Townsend Financial Planning, LLC | 5.87% | Reduce -1.1% | 55,631 | $6.1M |
| US Bancorp \de | 0.01% | Reduce -26.3% | 55,569 | $6.1M |
| M&T Bank Corp | 0.02% | Reduce -14.6% | 55,547 | $6.1M |
| Aptus Capital Advisors, LLC | 0.05% | Add +14.3% | 55,389 | $6.0M |
| Corient Private Wealth LP | 0.01% | Reduce -13.4% | 54,712 | $5.9M |
| 5th Street Advisors, LLC | 2.49% | Reduce -33.4% | 52,792 | $5.8M |
| Sax Wealth Advisors, LLC | 0.28% | No change | 51,815 | $5.7M |
| Camden National Bank | 0.77% | Add +6.6% | 52,215 | $5.7M |
| Compound Planning, Inc. | 0.18% | Reduce -26.8% | 52,207 | $5.7M |
| NewEdge Wealth, LLC | 0.07% | Reduce -0.1% | 50,945 | $5.6M |
| Tme Financial, Inc. | 3.77% | Add +9.6% | 49,867 | $5.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +255.6% | 49,732 | $5.4M |
| Commerce Bank | 0.03% | Add +82.5% | 49,677 | $5.4M |
| Edgestream Partners, L.P. | 0.17% | Reduce -80.2% | 48,881 | $5.3M |
| BTG Pactual Asset Management US LLC | 0.52% | Add +142.4% | 48,248 | $5.3M |
| Midwest Financial Group LLC | 2.24% | Reduce -0.7% | 48,094 | $5.2M |
| Cornerstone Management, Inc. | 0.82% | Add +7.4% | 47,476 | $5.2M |
| Independent Solutions Wealth Management, LLC | 0.76% | Add +0.1% | 47,380 | $5.2M |
| Pines Wealth Management, LLC | 1.67% | Reduce -2.5% | 47,352 | $5.2M |
| XTX Topco Ltd | 0.09% | Add +34.7% | 47,320 | $5.2M |
| Mma Asset Management LLC | 1.78% | Add +22.2% | 46,420 | $5.1M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -5.8% | 46,407 | $5.1M |
| Burns J W & Co. Inc. | 0.57% | Add +11.8% | 46,013 | $5.0M |
| Sig Brokerage, LP | 1.40% | Add +211.8% | 45,489 | $5.0M |
| James Investment Research, Inc. | 0.55% | Reduce -2.0% | 45,159 | $4.9M |
| SBI Securities Co., Ltd. | 0.13% | Reduce -11.6% | 44,962 | $4.9M |
| Global Trust Wealth Management LLC | 3.68% | Add +10.1% | 44,619 | $4.9M |
| Eukles Asset Management | 2.16% | Add +37.3% | 44,403 | $4.8M |
| Guidance Capital, Inc. | 1.07% | Add +340.3% | 43,836 | $4.8M |
| Wescott Financial Advisory Group, LLC | 0.42% | Add +18.6% | 43,686 | $4.8M |
| Bar Harbor Wealth Management | 0.28% | Reduce -0.7% | 43,370 | $4.7M |
| Advisory Services Network, LLC | 0.06% | Reduce -2.1% | 42,964 | $4.7M |
| Loomis Sayles & Co. L P | 0.01% | Add +4.8% | 42,876 | $4.7M |
| Joseph P. Lucia & Associates, LLC | 1.67% | Add +7.1% | 42,774 | $4.7M |
| Founders Financial Securities LLC | 0.26% | Reduce -9.8% | 42,130 | $4.6M |
| Corepath Wealth Partners LLC | 3.08% | Add +2.8% | 41,667 | $4.6M |
| World Investment Advisors | 0.07% | Add +19.6% | 41,537 | $4.5M |
| RFG Advisory, LLC | 0.08% | Add +127.4% | 41,113 | $4.5M |
| Lantern Wealth Advisors, LLC | 2.29% | Add +0.3% | 40,997 | $4.5M |
| Red Wave Investments LLC | 1.32% | Reduce -0.1% | 40,432 | $4.4M |
| Vertex Investment Solutions Co., Ltd. | 5.02% | Reduce -69.7% | 40,100 | $4.3M |
| Fairview Capital Investment Management, LLC | 0.23% | Reduce -2.7% | 38,523 | $4.2M |
| &partners | 0.02% | Add +0.7% | 37,749 | $4.1M |
| Sowell Financial Services LLC | 0.15% | Add +2.9% | 37,658 | $4.1M |
| Broyhill Asset Management, LLC | 4.01% | Reduce -2.5% | 37,511 | $4.1M |
| Integrated Advisors Network LLC | 0.21% | Reduce -49.7% | 37,496 | $4.1M |
| Heritage Wealth Management, Inc. | 2.24% | Add +4.6% | 36,837 | $4.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +17.3% | 36,607 | $4.0M |
| Sage Investment Advisers LLC | 2.92% | Add +6.9% | 36,339 | $3.9M |
| Sagil Capital LLP | 2.53% | No change | 36,200 | $3.9M |
| Roberts Financial Services LLC | 1.24% | Add +21.6% | 35,715 | $3.9M |
| PKS Advisory Services, LLC | 0.90% | Reduce -2.6% | 35,346 | $3.9M |
| Note Advisors, LLC | 1.91% | Add +4.6% | 34,987 | $3.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -89.5% | 34,285 | $3.8M |
| Flagship Private Wealth, LLC | 1.52% | Add +2.6% | 34,337 | $3.7M |
| Y.D. More Investments Ltd | 0.15% | Reduce -20.1% | 34,250 | $3.7M |
| SevenBridge Financial Group, LLC | 0.58% | Add +1.2% | 33,924 | $3.7M |
| Transamerica Financial Advisors, LLC | 0.32% | Add +8.1% | 34,027 | $3.7M |
| LWM Advisors Inc. | 3.21% | Add +3.2% | 33,945 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -46.5% | 33,937 | $3.7M |
| Purpose Unlimited Inc. | 0.15% | No change | 33,810 | $3.7M |
| Ssa Swiss Advisors AG | 1.71% | Add +52.7% | 33,795 | $3.7M |
| J Hagan Capital, Inc. | 1.98% | Add +21.1% | 33,640 | $3.7M |
| National Bank of Canada | 0.00% | Add +68.4% | 33,586 | $3.7M |
| Range Advisory, LLC | 0.67% | Add +46.8% | 33,332 | $3.6M |
| Gainplan LLC | 2.72% | New | 33,249 | $3.6M |
| Baker Avenue Asset Management, LP | 0.08% | Add +6.8% | 33,223 | $3.6M |
| Mokosak Advisory Group, LLC | 0.90% | Add +3.4% | 32,870 | $3.6M |
| Lanark Financial, Inc. | 0.27% | Add +2.2% | 32,862 | $3.6M |
| Good Steward Wealth Advisors,LLC | 2.29% | Add +11.7% | 32,738 | $3.6M |
| BankPlus Wealth Management LLC | 1.83% | Add +29.8% | 32,518 | $3.5M |
| J.Safra Asset Management Corp | 0.19% | Add +8.2% | 32,102 | $3.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | New | 32,060 | $3.5M |
| CVFG LLC | 0.43% | Add +8.7% | 31,882 | $3.5M |
| AMG National Trust Bank | 0.07% | Add +6.2% | 31,379 | $3.4M |
| Eclectic Associates Inc. | 0.45% | Add +75.4% | 31,270 | $3.4M |
| Citizens Financial Group Inc. | 0.05% | Reduce -19.4% | 31,247 | $3.4M |
| Flagstar Securities, Inc. | 1.23% | Add +32.9% | 31,084 | $3.4M |
| Calton & Associates, Inc. | 0.49% | Add +4.7% | 31,045 | $3.4M |
| Waverly Advisors, LLC | 0.02% | Add +6.3% | 30,123 | $3.3M |
| Phil A. Younker & Associates, Ltd. | 2.18% | Add +234.5% | 30,015 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.6% | 29,988 | $3.3M |
| Cwm, LLC | 0.01% | Add +3.0% | 29,940 | $3.3M |
| Argyle Capital Partners, LLC | 2.31% | Reduce -2.6% | 29,472 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -75.9% | 29,121 | $3.2M |
| Perryman Financial Advisory Inc. | 0.47% | Reduce -7.7% | 28,989 | $3.2M |
| Pacifica Partners Inc. | 1.04% | Add +9.7% | 28,878 | $3.1M |
| Union Bancaire Privee, UBP SA | 0.04% | No change | 29,704 | $3.1M |
| Seamount Financial Group Inc. | 1.41% | Add +3.0% | 28,743 | $3.1M |
| LYNX Capital Group Ltd. | 1.46% | Add +14.0% | 28,727 | $3.1M |
| Jacobi Capital Management LLC | 0.17% | Add +1.3% | 28,684 | $3.1M |
| Fifth Third Securities, Inc. | 0.20% | Reduce -6.3% | 28,454 | $3.1M |
| Banco Santander, S.A. | 0.02% | Add +13.5% | 28,185 | $3.1M |
| Northern Lights Advisors, Inc. | 2.08% | Add +4.4% | 28,146 | $3.1M |
| Frank, Rimerman Advisors LLC | 0.20% | Reduce -3.2% | 28,070 | $3.1M |
| Anchor Capital Advisors LLC | 0.09% | Reduce -2.9% | 27,825 | $3.0M |
| Transmarket Holdings LP | 1.61% | New | 27,677 | $3.0M |
| Vericrest Private Wealth | 2.62% | Add +15.3% | 26,758 | $2.9M |
| Natixis Advisors, LLC | 0.00% | New | 26,484 | $2.9M |
| Capital Financial Group Inc\co\ | 1.57% | Reduce -5.8% | 26,153 | $2.9M |
| Insigneo Advisory Services, LLC | 0.20% | Add +10.1% | 25,730 | $2.8M |
| New Capital Management LP | 0.69% | New | 25,699 | $2.8M |
| New England Asset Management Inc. | 0.36% | No change | 25,000 | $2.7M |
| Coordinated Financial Services, Inc. | 1.59% | Add +5.2% | 24,979 | $2.7M |
| Keel Point, LLC | 0.18% | Reduce -3.3% | 24,968 | $2.7M |
| Clarus Wealth Advisors | 1.15% | Add +1.8% | 24,736 | $2.7M |
| Lake Street Private Wealth, LLC | 0.34% | Add +8.3% | 24,571 | $2.7M |
| Alterna Wealth Management, Inc. | 2.02% | Add +8.5% | 24,528 | $2.7M |
| TT Capital Management LLC | 2.19% | Reduce -8.3% | 24,375 | $2.7M |
| Ironwood Financial, llc | 0.45% | Reduce -0.6% | 23,864 | $2.6M |
| DRW Securities, LLC | 0.14% | Reduce -79.4% | 23,693 | $2.6M |
| Franklin Resources Inc. | 0.00% | Reduce -0.2% | 23,663 | $2.6M |
| Sovran Advisors, LLC | 0.20% | Add +19.2% | 23,278 | $2.5M |
| Duncker Streett & Co. Inc. | 0.48% | Add +0.8% | 23,224 | $2.5M |
| Riggs Asset Managment Co. Inc. | 0.52% | Add +5.3% | 23,172 | $2.5M |
| Kovack Advisors, Inc. | 0.14% | Add +154.6% | 23,417 | $2.5M |
| Ballast, Inc. | 0.58% | Add +19.1% | 22,831 | $2.5M |
| Frisch Financial Group, Inc. | 0.52% | Add +950.6% | 22,808 | $2.5M |
| Mgo One Seven LLC | 0.05% | Add +3.8% | 22,714 | $2.5M |
| CV Advisors LLC | 0.68% | Add +5.9% | 22,712 | $2.5M |
| Dorsey Wright & Associates | 0.30% | Add +589.3% | 22,387 | $2.4M |
| Procyon Advisors, LLC | 0.12% | Reduce -0.6% | 22,378 | $2.4M |
| Gladwyn Financial Advisors, Inc. | 1.70% | Add +2.6% | 22,362 | $2.4M |
| Regions Financial Corp. | 0.02% | Reduce -3.2% | 22,042 | $2.4M |
| Avior Wealth Management, LLC | 0.07% | Reduce -0.7% | 21,625 | $2.4M |
| Brookwood Investment Group LLC | 0.30% | Reduce -87.5% | 21,501 | $2.3M |
| Evolution Wealth Advisors, LLC | 0.23% | Add +1.3% | 21,128 | $2.3M |
| One Wealth Advisors, LLC | 0.29% | Reduce -9.5% | 21,049 | $2.3M |
| CreativeOne Wealth, LLC | 0.05% | Add +2.7% | 20,810 | $2.3M |
| Bulltick Wealth Management, LLC | 0.50% | Add +11.2% | 20,760 | $2.3M |
| KG Capital Management | 1.61% | Reduce -21.0% | 20,648 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +6.0% | 20,524 | $2.2M |
| Sharper & Granite LLC | 0.75% | Add +203.6% | 20,085 | $2.2M |
| Crews Bank & Trust | 0.32% | Reduce -5.8% | 20,051 | $2.2M |
| Soros Fund Management | 0.04% | New | 20,000 | $2.2M |
| Arcataur Capital Management LLC | 0.61% | Add +12.9% | 19,994 | $2.2M |
| Alpha Wealth Funds, LLC | 1.55% | Reduce -60.2% | 19,938 | $2.2M |
| Exit Wealth Advisors, LLC. | 1.12% | Add +5.0% | 19,873 | $2.2M |
| Brady Family Wealth, LLC | 0.67% | Reduce -4.3% | 19,797 | $2.2M |
| Arrien Investments, Inc. | 1.16% | Reduce -2.7% | 19,585 | $2.1M |
| J. Safra Sarasin Holding AG | 0.04% | Add +6.0% | 19,539 | $2.1M |
| Strategy Asset Managers LLC | 0.35% | Add +6.8% | 19,460 | $2.1M |
| SteelPeak Wealth, LLC | 0.07% | Add +1.1% | 19,216 | $2.1M |
| L & S Advisors Inc | 0.26% | Add +1.4% | 19,201 | $2.1M |
| Aurora Private Wealth, Inc. | 1.49% | Reduce -14.8% | 19,115 | $2.1M |
| Farrell Financial LLC | 1.24% | Reduce -28.3% | 19,040 | $2.1M |
| Mandatum Life Insurance Co Ltd | 0.46% | No change | 18,802 | $2.0M |
| Rathbones Group PLC | 0.01% | Add +64.5% | 18,626 | $2.0M |
| Perennial Investment Advisors, LLC | 0.16% | Reduce -1.7% | 18,457 | $2.0M |
| Bcwm, LLC | 0.57% | Add +1.8% | 18,384 | $2.0M |
| Copia Wealth Management | 1.37% | Add +7.1% | 18,355 | $2.0M |
| Savvy Advisors, Inc. | 0.05% | Add +8.3% | 18,247 | $2.0M |
| 1832 Asset Management L.P. | 0.00% | Add +88.6% | 18,120 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Add +182.4% | 17,989 | $1.9M |
| Blue Capital, Inc. | 1.27% | Add +57.0% | 17,854 | $1.9M |
| Level Four Advisory Services, LLC | 0.06% | Add +2.0% | 17,724 | $1.9M |
| Berkeley Capital Partners, LLC | 0.45% | Add +0.7% | 17,705 | $1.9M |
| Brasada Capital Management, LP | 0.35% | Reduce -0.4% | 17,409 | $1.9M |
| Money Concepts Capital Corp. | 0.10% | New | 17,251 | $1.9M |
| Bessemer Group Inc. | 0.00% | Reduce -22.9% | 17,155 | $1.9M |
| Prospera Financial Services Inc | 0.03% | Add +17.0% | 17,087 | $1.9M |
| Allie Family Office LLC | 0.81% | Add +2.7% | 17,039 | $1.9M |
| Roundview Capital LLC | 0.12% | Add +0.0% | 16,989 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Reduce -1.3% | 16,972 | $1.8M |
| LexAurum Advisors, LLC | 0.24% | — | 16,969 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +0.4% | 16,960 | $1.8M |
| Melfa Wealth Management, Inc. | 1.06% | Add +11.7% | 16,898 | $1.8M |
| Nwam LLC | 0.11% | Reduce -1.2% | 16,891 | $1.8M |
| Hancock Whitney Corp. | 0.03% | Add +64.8% | 16,889 | $1.8M |
| Marex Group Ltd | 0.02% | Reduce -17.5% | 16,660 | $1.8M |
| Nicolet Bankshares Inc. | 0.07% | New | 16,527 | $1.8M |
| FMR LLC | 0.00% | Reduce -98.0% | 16,406 | $1.8M |
| Uptown Financial Advisors LLC | 1.45% | Add +6.8% | 16,397 | $1.8M |
| Lakeridge Wealth Management LLC | 0.77% | Reduce -8.9% | 16,392 | $1.8M |
| Cambridge Advisors Inc. | 0.35% | No change | 16,390 | $1.8M |
| Reflection Asset Management | 1.09% | Add +24.5% | 16,528 | $1.8M |
| Freedom Financial Partners LLC | 0.62% | Add +0.0% | 15,988 | $1.7M |
| Cosner Financial Group, LLC | 0.95% | No change | 15,861 | $1.7M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +391.3% | 15,836 | $1.7M |
| Investment Advisory Group, LLC | 0.44% | Add +0.1% | 15,781 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | Reduce -10.0% | 15,692 | $1.7M |
| Country Trust Bank | 0.03% | No change | 15,500 | $1.7M |
| LPWM LLC | 0.42% | Reduce -85.1% | 15,285 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -90.1% | 15,165 | $1.7M |
| Arrowroot Family Office, LLC | 0.54% | Add +8.5% | 14,969 | $1.6M |
| Interactive Financial Advisors, Inc. | 1.06% | Reduce -2.9% | 14,866 | $1.6M |
| Fiducient Advisors LLC | 0.21% | Add +6.3% | 14,785 | $1.6M |
| First International Bank of Israel Ltd. | 0.47% | Add +23.0% | 14,729 | $1.6M |
| Buck Wealth Strategies, LLC | 0.20% | Reduce -4.9% | 14,695 | $1.6M |
| Sonata Capital Group Inc. | 0.58% | Reduce -3.3% | 14,458 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Reduce -4.2% | 14,398 | $1.6M |
| King Wealth Management Group | 0.20% | Reduce -4.0% | 14,311 | $1.6M |
| Clearstead Advisors, LLC | 0.01% | Reduce -24.6% | 14,288 | $1.6M |
| Viawealth, LLC | 0.87% | Reduce -12.8% | 14,262 | $1.6M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -58.8% | 14,257 | $1.6M |
| Capital Analysts, LLC | 0.04% | Reduce -5.9% | 14,092 | $1.5M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +35.0% | 14,076 | $1.5M |
| Forteris Wealth Management Inc. | 1.47% | Add +10.6% | 14,070 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Add +38.1% | 14,026 | $1.5M |
| Yorktown Management & Research Co Inc | 1.28% | Add +75.0% | 14,000 | $1.5M |
| Private Trust Co. NA | 0.14% | Add +6.3% | 13,865 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.11% | Reduce -1.6% | 13,712 | $1.5M |
| Financial Sense Advisors, Inc. | 0.35% | Add +3.3% | 13,710 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | New | 13,624 | $1.5M |
| Warwick Investment Management, Inc. | 0.21% | Reduce -7.3% | 13,409 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +8.6% | 13,384 | $1.5M |
| Simon Quick Advisors, LLC | 0.07% | Add +6.8% | 13,309 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 13,214 | $1.4M |
| VestGen Advisors, LLC | 0.04% | Add +91.7% | 13,118 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -56.2% | 13,065 | $1.4M |
| M Holdings Securities, Inc. | 0.10% | Reduce -44.7% | 13,003 | $1.4M |
| HUB Investment Partners, LLC | 0.03% | Add +4.0% | 12,975 | $1.4M |
| Capricorn Fund Managers Ltd | 0.22% | Add +13.3% | 12,959 | $1.4M |
| Finer Wealth Management, Inc. | 0.71% | Reduce -0.1% | 12,914 | $1.4M |
| Premier Path Wealth Partners, LLC | 0.18% | Add +127.5% | 12,840 | $1.4M |
| IPG Investment Advisors LLC | 0.24% | Add +116.6% | 12,809 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.51% | Add +6.9% | 12,645 | $1.4M |
| True Freedom Investing, LLC | 0.11% | Reduce -78.3% | 12,626 | $1.4M |
| Intergy Private Wealth, LLC | 0.40% | Add +6.8% | 12,593 | $1.4M |
| Disciplined Investments, LLC | 0.49% | Reduce -0.2% | 12,565 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -60.8% | 12,560 | $1.4M |
| Brian Low Financial Group, LLC | 0.92% | Reduce -0.2% | 12,489 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -69.1% | 12,453 | $1.4M |
| CMG Global Holdings, LLC | 0.64% | Reduce -1.4% | 12,420 | $1.4M |
| Spectrum Strategic Capital Management, LLC | 0.73% | Reduce -17.4% | 12,399 | $1.4M |
| Marble Wealth, LLC | 0.23% | Reduce -1.0% | 12,290 | $1.3M |
| AlTi Global, Inc. | 0.03% | No change | 12,220 | $1.3M |
| Slocum, Gordon & Co LLP | 0.90% | Add +1.3% | 12,128 | $1.3M |
| Birch Financial Group, LLC | 0.77% | Add +0.5% | 12,092 | $1.3M |
| Abacus Wealth Partners, LLC | 0.12% | No change | 12,024 | $1.3M |
| GC Wealth Management RIA, LLC | 0.05% | Add +22.4% | 11,968 | $1.3M |
| Ascent Group, LLC | 0.04% | Reduce -5.7% | 11,717 | $1.3M |
| UMB Bank, n.a. | 0.02% | Reduce -18.7% | 11,242 | $1.2M |
| Montecito Bank & Trust | 0.20% | Reduce -2.0% | 11,144 | $1.2M |
| Silverlake Wealth Management LLC | 0.25% | Add +4.5% | 11,063 | $1.2M |
| Arrow Investment Advisors, LLC | 1.26% | No change | 10,860 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -28.8% | 10,846 | $1.2M |
| Wealth Advisory Solutions, LLC | 0.26% | Add +3.0% | 10,796 | $1.2M |
| NTV Asset Management LLC | 0.13% | Add +17.2% | 10,786 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.09% | Reduce -25.8% | 10,781 | $1.2M |
| American Financial & Tax Strategies Inc. | 0.57% | Reduce -0.8% | 10,702 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.42% | Reduce -7.4% | 10,657 | $1.2M |
| Aspiriant, LLC | 0.03% | Reduce -1.5% | 10,651 | $1.2M |
| StoneX Group Inc. | 0.06% | Reduce -20.3% | 10,639 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -4.8% | 10,498 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -20.6% | 10,461 | $1.1M |
| Laurel Wealth Advisors LLC | 0.11% | Reduce -1.9% | 10,322 | $1.1M |
| Arete Wealth Advisors, LLC | 0.08% | New | 10,249 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -9.2% | 10,247 | $1.1M |
| True Blue Financial, LLC | 0.87% | Add +1.1% | 10,138 | $1.1M |
| Castleark Management LLC | 0.04% | Reduce -7.2% | 10,060 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +12.0% | 10,044 | $1.1M |
| Innealta Capital, LLC | 0.68% | Add +8.7% | 10,013 | $1.1M |
| Plan Group Financial, LLC | 0.25% | Reduce -36.4% | 9,956 | $1.1M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.09% | Add +32.9% | 9,900 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Add +11.0% | 9,849 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | Add +0.1% | 9,784 | $1.1M |
| Roman Butler Fullerton & Co. | 0.29% | Add +35.2% | 9,712 | $1.1M |
| GWN Securities Inc. | 0.20% | Reduce -6.5% | 9,638 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Add +0.9% | 9,625 | $1.0M |
| Wealthgarden F.S. LLC | 0.71% | Add +17.1% | 9,598 | $1.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +8.0% | 9,588 | $1.0M |
| Stronghold Wealth Management L.L.C. | 1.56% | Add +2.8% | 9,466 | $1.0M |
| WealthShield Partners, LLC | 0.11% | Add +5.3% | 9,451 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +72315.4% | 9,414 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.9% | 9,262 | $1.0M |
| Camelot Technology Advisors, Inc. | 0.74% | Reduce -4.5% | 9,222 | $1.0M |
| Bellecapital International Ltd. | 0.18% | No change | 9,173 | $1000K |
| Titleist Asset Management, LLC | 0.08% | Add +35.6% | 9,172 | $1000K |
| Gateway Wealth Partners, LLC | 0.04% | New | 9,126 | $995K |
| Wealth Alliance, LLC | 0.10% | Reduce -1.4% | 9,120 | $994K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -8.8% | 9,114 | $993K |
| Cypress Financial Planning LLC | 0.28% | Add +0.9% | 9,104 | $992K |
| Capitol Family Office, Inc. | 1.17% | No change | 8,994 | $991K |
| HighMark Wealth Management LLC | 0.40% | Add +0.5% | 8,998 | $981K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.3% | 8,933 | $974K |
| Verus Capital Partners, LLC | 0.07% | Add +2.1% | 8,908 | $971K |
| CoreCap Advisors, LLC | 0.03% | Reduce -80.5% | 8,877 | $968K |
| AssuredPartners Investment Advisors, LLC | 0.11% | Reduce -0.4% | 8,849 | $964K |
| Kelly Financial Services LLC | 0.23% | Add +102.0% | 8,840 | $963K |
| Snowden Capital Advisors LLC | 0.03% | Add +17.6% | 8,794 | $958K |
| Ieq Capital, LLC | 0.00% | Reduce -60.4% | 8,781 | $957K |
| Sincerus Advisory, LLC | 0.72% | Reduce -2.6% | 8,722 | $951K |
| Life Planning Partners, Inc | 0.72% | Reduce -0.7% | 8,686 | $947K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 8,665 | $944K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.5% | 8,662 | $943K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 8,635 | $941K |
| Main Street Financial Solutions, LLC | 0.07% | Add +9.9% | 8,586 | $936K |
| Adams Asset Advisors, LLC | 0.11% | Reduce -20.4% | 8,484 | $925K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +13.3% | 8,466 | $923K |
| Cibc World Market Inc. | 0.00% | Add +62.3% | 8,397 | $915K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 8,366 | $912K |
| Choreo, LLC | 0.01% | Reduce -5.8% | 8,316 | $906K |
| Biondo Investment Advisors, LLC | 0.11% | New | 8,203 | $894K |
| Mount Lucas Management LP | 0.33% | Add +10.3% | 8,174 | $891K |
| Focus Financial Network, Inc. | 0.03% | Reduce -7.0% | 8,116 | $885K |
| City Center Advisors, LLC | 0.81% | Add +12.3% | 8,033 | $875K |
| FIL Ltd | 0.00% | No change | 8,000 | $872K |
| Creative Financial Designs Inc. | 0.05% | Add +5.5% | 7,959 | $867K |
| Tempus Wealth Planning, LLC | 0.20% | Add +0.2% | 7,943 | $866K |
| VestGen Investment Management | 0.47% | Reduce -4.6% | 7,850 | $856K |
| Founders Financial Alliance, LLC | 0.15% | Reduce -1.1% | 7,829 | $853K |
| Heck Capital Advisors, LLC | 0.06% | Reduce -65.5% | 7,819 | $852K |
| Farringdon Capital, Ltd. | 0.19% | Reduce -35.0% | 7,808 | $851K |
| Advisors Asset Management, Inc. | 0.01% | Add +31.9% | 7,804 | $851K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -58.9% | 7,613 | $830K |
| Investment House LLC | 0.04% | Add +6.0% | 7,594 | $828K |
| Laurel Oak Wealth Management, LLC | 0.14% | Reduce -2.0% | 7,561 | $824K |
| Ehrlich Financial Group | 0.47% | Reduce -1.8% | 7,559 | $824K |
| Lifestyle Asset Management, Inc. | 0.27% | Reduce -71.4% | 7,546 | $822K |
| Cane Capital Partners, LLC | 0.36% | Add +4.5% | 7,532 | $821K |
| RDA Financial Network | 0.20% | Add +37.5% | 7,506 | $818K |
| MMBG Investment Advisors Co. | 0.07% | Add +37.2% | 7,468 | $814K |
| Pinebridge Investments LLC | 0.01% | Reduce -36.8% | 7,460 | $813K |
| Hollencrest Capital Management | 0.03% | No change | 7,412 | $808K |
| Orleans Capital Management Corp. | 0.54% | No change | 7,335 | $799K |
| Landscape Capital Management, L.L.C. | 0.05% | New | 7,321 | $798K |
| Garner Asset Management Corp | 0.31% | Reduce -0.1% | 7,220 | $787K |
| WESPAC Advisors, LLC | 0.43% | Add +160.7% | 7,192 | $784K |
| Walleye Trading LLC | 0.02% | New | 7,160 | $780K |
| White Pine Capital LLC | 0.21% | Reduce -2.0% | 7,156 | $780K |
| Harbour Investments, Inc. | 0.01% | Add +85.8% | 7,147 | $779K |
| Northstar Advisory Group, LLC | 0.30% | Reduce -43.2% | 7,098 | $774K |
| International Private Wealth Advisors LLC | 0.47% | Add +11.6% | 7,062 | $770K |
| Maridea Wealth Management LLC | 0.11% | Reduce -0.3% | 6,941 | $757K |
| Angel Oak Capital Advisors, LLC | 0.83% | New | 6,871 | $749K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -2.5% | 6,845 | $741K |
| IFP Advisors, Inc | 0.02% | Reduce -29.0% | 6,748 | $735K |
| Roger Wittlin Investment Advisory, LLC | 0.60% | Reduce -13.5% | 6,703 | $731K |
| Strategic Blueprint, LLC | 0.04% | Add +35.1% | 6,665 | $726K |
| Rockingstone Advisors LLC | 0.33% | Add +2.1% | 6,651 | $725K |
| Two Sigma Securities, LLC | 0.08% | New | 6,608 | $720K |
| Hohimer Wealth Management, LLC | 0.09% | Reduce -7.0% | 6,605 | $720K |
| Cherrydale Wealth Management, LLC | 0.22% | New | 6,549 | $714K |
| Ofc Financial Planning, LLC | 0.70% | No change | 6,511 | $710K |
| Clarendon Private LLC | 0.54% | Reduce -3.4% | 6,460 | $704K |
| Natixis | 0.00% | Reduce -56.3% | 6,387 | $696K |
| Allworth Financial LP | 0.00% | Reduce -5.7% | 6,361 | $693K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +4.7% | 6,301 | $687K |
| Pinnacle Associates Ltd. | 0.01% | Add +2.6% | 6,282 | $685K |
| Greenup Street Wealth Management LLC | 0.10% | Add +3.5% | 6,281 | $685K |
| Gallagher Capital Advisors, LLC | 0.46% | New | 6,279 | $684K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.5% | 6,270 | $683K |
| Texas Bank & Trust Co | 0.26% | Reduce -19.3% | 6,251 | $681K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 6,201 | $676K |
| Oxinas Partners, LLC | 0.31% | Add +103.9% | 6,199 | $676K |
| Guardian Partners Inc. | 0.06% | Add +16.0% | 6,157 | $672K |
| PFG Advisors | 0.03% | Add +51.8% | 6,121 | $667K |
| Founders Grove Wealth Partners, LLC | 0.15% | Reduce -13.3% | 6,121 | $667K |
| Fairscale Capital, LLC | 0.46% | No change | 6,116 | $667K |
| Omega Financial Group, LLC | 0.22% | Reduce -6.9% | 6,116 | $667K |
| Diversified Enterprises, LLC | 0.04% | Reduce -10.1% | 6,089 | $664K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +156.6% | 6,075 | $662K |
| Lazari Capital Management, Inc. | 0.23% | Add +1.5% | 6,043 | $659K |
| Thrive Capital Management, LLC | 0.14% | Reduce -5.6% | 6,038 | $658K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +66844.4% | 6,025 | $657K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.5% | 6,012 | $655K |
| Advyzon Investment Management, LLC | 0.06% | Add +34.5% | 5,989 | $653K |
| Arlington Capital Management, Inc. | 0.37% | Add +6.9% | 5,961 | $650K |
| Waystone Advisors LLC | 0.58% | Add +0.8% | 5,942 | $648K |
| City State Bank | 0.17% | Reduce -20.2% | 5,910 | $644K |
| Krilogy Financial LLC | 0.02% | Add +1.0% | 5,848 | $640K |
| Kaizen Financial Strategies | 0.27% | Reduce -3.4% | 5,807 | $635K |
| Hudson Portfolio Management LLC | 0.54% | Add +4.3% | 5,827 | $635K |
| Arkadios Wealth Advisors | 0.01% | Reduce -6.1% | 5,798 | $632K |
| Adaptive Financial Consulting, LLC | 0.24% | Add +2.8% | 5,796 | $632K |
| Ledyard National Bank | 0.05% | Reduce -0.9% | 5,782 | $630K |
| Triumph Capital Management | 0.13% | Add +19.5% | 5,764 | $628K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -56.1% | 5,721 | $624K |
| Lewis Asset Management, LLC | 0.25% | Reduce -7.2% | 5,717 | $623K |
| Saiph Capital, LLC | 0.24% | Add +2.6% | 5,701 | $621K |
| Venture Visionary Partners LLC | 0.02% | Reduce -7.6% | 5,690 | $620K |
| Godfrey Financial Associates, Inc. | 0.53% | Reduce -3.3% | 5,689 | $620K |
| McAdam, LLC | 0.03% | Add +7.1% | 5,647 | $615K |
| TFB Advisors LLC | 0.32% | Reduce -38.5% | 5,638 | $614K |
| Delta Financial Advisors LLC | 0.16% | Reduce -2.2% | 5,625 | $613K |
| LongView Wealth Management | 0.15% | Add +59.1% | 5,558 | $611K |
| Three Seasons Wealth, LLC | 0.23% | Add +31.2% | 5,579 | $608K |
| Independent Family Office, LLC | 0.25% | No change | 5,500 | $599K |
| SlateStone Wealth, LLC | 0.05% | Reduce -6.0% | 5,490 | $598K |
| 10Elms LLP | 0.41% | Reduce -13.2% | 5,476 | $597K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -10.8% | 5,475 | $597K |
| Ridgewood Investments LLC | 0.24% | — | 5,451 | $594K |
| Fonville Wealth Management LLC | 0.11% | Reduce -7.3% | 5,439 | $593K |
| Valor Advisors LLC | 0.49% | No change | 5,325 | $587K |
| Tidal Investments LLC | 0.00% | Add +133.3% | 5,393 | $586K |
| AE Wealth Management LLC | 0.00% | Reduce -78.3% | 5,325 | $580K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +3.0% | 5,321 | $580K |
| Everstar Asset Management, LLC | 0.31% | Reduce -14.6% | 5,316 | $579K |
| Sheets Smith Wealth Management | 0.07% | Reduce -1.8% | 5,308 | $579K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 5,300 | $578K |
| AQR Capital Management | 0.00% | New | 5,325 | $577K |
| Berger Financial Group, Inc | 0.03% | Reduce -3.0% | 5,264 | $574K |
| Gouws Capital LLC | 0.30% | Reduce -15.7% | 5,208 | $568K |
| Parallel Advisors, LLC | 0.01% | Reduce -8.9% | 5,149 | $561K |
| Neumann Capital Management, LLC | 0.16% | Add +2.3% | 5,113 | $557K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -14.5% | 5,093 | $555K |
| Hyundai Investments Co., Ltd. | 0.63% | Reduce -6.6% | 5,125 | $555K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -3.0% | 5,067 | $552K |
| M3 Advisory Group, LLC | 0.34% | Add +0.9% | 5,065 | $552K |
| Afg Fiduciary Services Limited Partnership | 0.32% | No change | 5,000 | $545K |
| Heritage Trust Co | 0.05% | Reduce -7.4% | 4,987 | $544K |
| Legacy Edge Advisors, LLC | 0.06% | Add +32.4% | 4,958 | $540K |
| Gradient Capital Advisors, LLC | 0.14% | Add +0.2% | 4,948 | $539K |
| OneAscent Financial Services LLC | 0.03% | Reduce -1.1% | 4,889 | $533K |
| Empower Advisory Group, LLC | 0.00% | New | 4,887 | $533K |
| Solstein Capital, LLC | 0.22% | Reduce -29.7% | 4,877 | $532K |
| GLOBALT Investments LLC / GA | 0.02% | Add +0.5% | 4,866 | $530K |
| Banque Pictet & Cie SA | 0.01% | No change | 4,788 | $522K |
| Hillsdale Investment Management Inc. | 0.01% | New | 4,750 | $518K |
| Cidel Asset Management Inc. | 0.03% | Reduce -8.7% | 4,726 | $515K |
| Quadrant Private Wealth Management, LLC | 0.08% | Add +14.6% | 4,699 | $512K |
| Granville Capital, Inc. | 0.27% | Add +1.4% | 4,678 | $510K |
| Virtue Capital Management, LLC | 0.08% | Add +0.6% | 4,707 | $510K |
| BLB&B Advisors, LLC | 0.02% | Reduce -1.9% | 4,616 | $503K |
| Claro Advisors Inc. | 0.06% | Add +43.6% | 4,601 | $501K |
| Freestone Capital Holdings, LLC | 0.02% | New | 4,592 | $500K |
| Modera Wealth Management, LLC | 0.01% | Add +3.6% | 4,550 | $496K |
| Savant Capital, LLC | 0.00% | Reduce -18.5% | 4,548 | $496K |
| Canvas Wealth Advisors, LLC | 0.08% | No change | 4,545 | $495K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -50.0% | 4,500 | $490K |
| TRUE Private Wealth Advisors | 0.05% | No change | 4,461 | $486K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.9% | 4,460 | $486K |
| Hudock, Inc. | 0.07% | Add +0.5% | 4,408 | $480K |
| Neuberger Berman Group LLC | 0.00% | Reduce -99.3% | 4,398 | $479K |
| Midwest Trust Co | 0.01% | Add +21.8% | 4,383 | $478K |
| Forte Asset Management LLC | 0.21% | Reduce -6.2% | 4,373 | $477K |
| Independence Bank of Kentucky | 0.06% | No change | 4,323 | $471K |
| Haverford Trust Co | 0.00% | Reduce -0.2% | 4,312 | $470K |
| Sound Income Strategies, LLC | 0.02% | Reduce -0.2% | 4,272 | $464K |
| Intesa Sanpaolo Wealth Management | 0.11% | New | 4,250 | $463K |
| ABLE Financial Group, LLC | 0.09% | No change | 4,157 | $453K |
| 17 Capital Partners, LLC | 0.23% | Add +22.2% | 4,154 | $453K |
| Axis Wealth Partners, LLC | 0.24% | Reduce -0.2% | 4,111 | $448K |
| MSH Capital Advisors LLC | 0.09% | Add +12.8% | 4,111 | $448K |
| Tiemann Investment Advisors, LLC | 0.18% | Reduce -1.8% | 4,097 | $447K |
| Proficio Capital Partners LLC | 0.02% | No change | 4,086 | $445K |
| Independent Wealth Network Inc. | 0.13% | Add +0.9% | 4,048 | $441K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -1.7% | 4,001 | $436K |
| Vision Financial Markets LLC | 0.43% | No change | 4,000 | $436K |
| Two West Capital Advisors LLC | 0.23% | Add +25.1% | 4,003 | $435K |
| Graetz Wealth LLC | 0.39% | Add +1.6% | 3,967 | $432K |
| Fort Point Capital Partners LLC | 0.06% | Add +0.1% | 3,963 | $432K |
| Advisory Alpha, LLC | 0.01% | Add +43.5% | 3,958 | $431K |
| Planned Solutions, Inc. | 0.14% | No change | 3,942 | $430K |
| Life Line Wealth Management LLC | 0.19% | Add +2.3% | 3,938 | $429K |
| Caitlin John, LLC | 0.26% | Add +356.2% | 3,919 | $427K |
| Steinberganna Wealth Management | 0.20% | Reduce -1.5% | 3,914 | $427K |
| S&A Financial Services, Inc. | 0.29% | — | 3,911 | $426K |
| Midwestern Financial, LLC | 0.33% | Reduce -35.3% | 3,896 | $425K |
| Weaver Consulting Group | 0.10% | Add +2.0% | 3,886 | $423K |
| Peregrine Asset Advisers, Inc. | 0.11% | Reduce -1.9% | 3,875 | $422K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -45.4% | 3,844 | $419K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,834 | $418K |
| Etesian Wealth Advisors, Inc. | 0.13% | Reduce -3.6% | 3,814 | $416K |
| Fiduciary Trust Co | 0.00% | Add +1.1% | 3,803 | $414K |
| Cottage Street Advisors LLC | 0.18% | Add +0.6% | 3,763 | $410K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -3.9% | 3,748 | $409K |
| Miller Capital Partners, Inc. | 0.20% | Add +13.8% | 3,720 | $405K |
| Cresset Asset Management, LLC | 0.00% | Reduce -55.8% | 3,701 | $403K |
| Cambridge Financial Group, LLC | 0.14% | Reduce -32.1% | 3,696 | $403K |
| Fairvoy Private Wealth, LLC | 0.10% | Reduce -94.0% | 3,659 | $399K |
| Argent Trust Co | 0.01% | Add +15.3% | 3,653 | $398K |
| XY Planning Network, Inc. | 0.06% | New | 3,657 | $397K |
| Caldwell Trust Co | 0.04% | No change | 3,601 | $392K |
| OxenFree Capital LLC | 0.19% | Reduce -26.5% | 3,569 | $392K |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.19% | New | 3,558 | $388K |
| SimpliFi, Inc. | 0.16% | Add +0.7% | 3,558 | $388K |
| EP Wealth Advisors, LLC | 0.00% | Add +13.7% | 3,551 | $387K |
| Glen Eagle Advisors, LLC | 0.05% | Add +129.4% | 3,529 | $385K |
| Garden State Investment Advisory Services LLC | 0.09% | Add +10.1% | 3,503 | $382K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +2.4% | 3,494 | $382K |
| Meridian Wealth Management, LLC | 0.01% | New | 3,485 | $380K |
| Bank of Nova Scotia | 0.00% | Reduce -66.0% | 3,479 | $379K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -8.4% | 3,476 | $379K |
| Investments & Financial Planning, LLC | 0.20% | Reduce -9.9% | 3,440 | $375K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.4% | 31,206 | $373K |
| HCR Wealth Advisors | 0.04% | Reduce -11.0% | 3,392 | $370K |
| Mezzasalma Advisors, LLC | 0.09% | No change | 3,386 | $369K |
| Estate Counselors, LLC | 0.03% | New | 3,385 | $369K |
| Palouse Capital Management, Inc. | 0.25% | Reduce -4.8% | 3,345 | $365K |
| J. Derek Lewis & Associates Inc. | 0.08% | No change | 3,342 | $364K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -97.0% | 3,335 | $363K |
| Harmony Asset Management LLC | 0.11% | Reduce -17.1% | 3,308 | $361K |
| Invested Advisors | 0.36% | Reduce -24.6% | 3,303 | $360K |
| Riverbend Wealth Management, LLC | 0.22% | Reduce -11.0% | 3,301 | $360K |
| ProVise Management Group, LLC | 0.03% | No change | 3,272 | $357K |
| Indiana Trust & Investment Management Co | 0.11% | Reduce -48.1% | 3,238 | $353K |
| Resurgent Financial Advisors LLC | 0.13% | Add +13.3% | 3,195 | $348K |
| 1ST Source Bank | 0.02% | New | 3,175 | $346K |
| GTS Securities LLC | 0.01% | Reduce -90.5% | 3,160 | $344K |
| Smallwood Wealth Investment Management, LLC | 0.18% | Reduce -29.1% | 3,156 | $344K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +71.7% | 3,147 | $343K |
| Peak Financial Management, Inc. | 0.09% | Reduce -4.0% | 3,126 | $341K |
| Western Wealth Management, LLC | 0.01% | Add +19.2% | 3,123 | $340K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.0% | 3,103 | $338K |
| Reliant Investment Partners, LLC | 0.28% | Add +8.9% | 3,091 | $337K |
| McDonald Partners LLC | 0.08% | Reduce -56.5% | 3,078 | $335K |
| CNB Bank | 0.14% | Add +9.9% | 3,031 | $330K |
| Belpointe Asset Management LLC | 0.01% | Reduce -63.2% | 3,026 | $330K |
| Csenge Advisory Group | 0.02% | Reduce -20.0% | 3,022 | $329K |
| RPg Family Wealth Advisory, LLC | 0.07% | Reduce -0.4% | 3,017 | $329K |
| Facet Wealth, Inc. | 0.01% | New | 3,016 | $329K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -69.0% | 3,007 | $328K |
| Genesis Financial Group, LLC | 0.22% | Add +6.1% | 2,976 | $324K |
| TigerOak Management, L.L.C. | 0.10% | Add +35.5% | 2,959 | $323K |
| CVA Family Office, LLC | 0.03% | Reduce -3.0% | 2,958 | $322K |
| Meadow Creek Wealth Advisors LLC | 0.21% | Reduce -0.3% | 2,944 | $321K |
| First Commonwealth Financial Corp | 0.05% | Reduce -4.3% | 2,943 | $321K |
| TSA Wealth Managment LLC | 0.10% | Reduce -1.4% | 2,936 | $320K |
| NWF Advisory Services Inc. | 0.04% | Add +0.1% | 2,935 | $320K |
| Bison Wealth, LLC | 0.03% | No change | 2,898 | $315K |
| Valeo Financial Advisors, LLC | 0.01% | Add +38.5% | 2,885 | $314K |
| Larson Financial Group LLC | 0.01% | Add +0.3% | 2,875 | $313K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -4.2% | 2,872 | $313K |
| Fortis Advisors, LLC | 0.16% | Add +4.2% | 2,852 | $311K |
| Prostatis Group LLC | 0.08% | Add +0.8% | 2,849 | $311K |
| Elevated Financial Group LLC | 0.10% | Add +5.0% | 2,842 | $310K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | Reduce -6.7% | 2,784 | $303K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -0.5% | 2,779 | $303K |
| Pioneer Wealth Management Group | 0.08% | Add +17.4% | 2,771 | $302K |
| Old Mission Investment Co LLC | 0.07% | No change | 2,770 | $302K |
| Banco BTG Pactual S.A. | 0.06% | New | 2,767 | $302K |
| BHK Investment Advisors, LLC | 0.10% | Add +0.7% | 2,746 | $299K |
| Avaii Wealth Management, LLC | 0.10% | Add +3.4% | 2,744 | $299K |
| Associated Banc-Corp | 0.01% | New | 2,730 | $298K |
| Alliance Wealth Advisors, LLC | 0.06% | Reduce -53.8% | 2,715 | $296K |
| Wealth Effects LLC | 0.10% | Add +2.0% | 2,712 | $296K |
| PFG Investments, LLC | 0.01% | Add +11.7% | 2,687 | $293K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,682 | $292K |
| Quantinno Capital Management LP | 0.00% | Add +1.2% | 2,663 | $290K |
| Operose Advisors LLC | 0.07% | Add +0.1% | 2,663 | $290K |
| Bluedoor Private Wealth, LLC | 0.13% | No change | 2,663 | $290K |
| Vident Advisory, LLC | 0.00% | Reduce -36.9% | 2,650 | $289K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -6.6% | 2,647 | $288K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -6.2% | 2,642 | $288K |
| Richmond Investment Services, LLC | 0.05% | New | 2,639 | $288K |
| United Asset Strategies, Inc. | 0.02% | Add +0.3% | 2,620 | $286K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,618 | $285K |
| ARS Wealth Advisors Group, LLC | 0.02% | Reduce -5.9% | 2,617 | $285K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,600 | $283K |
| Camarda Financial Advisors, LLC | 0.15% | Add +9.8% | 2,594 | $283K |
| FSM Wealth Advisors, LLC | 0.04% | New | 2,563 | $279K |
| NorthRock Partners, LLC | 0.00% | New | 2,560 | $279K |
| Fourth Dimension Wealth, LLC | 0.10% | Reduce -10.7% | 2,541 | $277K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -17.9% | 2,523 | $275K |
| Magnus Financial Group LLC | 0.02% | Reduce -74.0% | 2,500 | $272K |
| Sandhill Capital Partners LLC | 0.02% | Reduce -4.6% | 2,500 | $272K |
| Amicus Financial Advisors, LLC | 0.07% | Add +1.3% | 2,495 | $272K |
| FreeGulliver LLC | 0.11% | Reduce -2.8% | 2,488 | $271K |
| Prelude Capital Management, LLC | 0.02% | Reduce -67.4% | 2,486 | $271K |
| Summit Wealth Partners, LLC | 0.04% | Add +3.5% | 2,467 | $269K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,465 | $269K |
| DAVENPORT & Co LLC | 0.00% | Reduce -8.4% | 2,439 | $266K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,399 | $262K |
| Icon Wealth Advisors, LLC | 0.02% | Add +1.0% | 2,402 | $261K |
| Redwood Investment Management, LLC | 0.03% | Reduce -14.5% | 2,389 | $260K |
| Vermillion & White Wealth Management Group, LLC | 0.15% | Reduce -8.4% | 2,376 | $259K |
| Market Street Wealth Management Advisors LLC | 0.04% | Reduce -5.5% | 2,372 | $259K |
| Shaker Investments LLC | 0.12% | New | 2,354 | $257K |
| Madrid Financial Services | 0.15% | Reduce -91.1% | 2,354 | $257K |
| Wick Capital Partners, LLC | 0.05% | No change | 2,353 | $256K |
| Empirical Asset Management, LLC | 0.07% | Add +0.0% | 2,336 | $255K |
| TPG Advisors LLC | 0.16% | No change | 2,325 | $253K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -33.7% | 2,319 | $253K |
| American Trust | 0.02% | Reduce -1.2% | 2,315 | $252K |
| Emerald Investment Advisers, LLC | 0.02% | — | 2,304 | $251K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -27.9% | 2,294 | $250K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Reduce -0.9% | 2,288 | $249K |
| Kesler, Norman & Wride, LLC | 0.04% | New | 2,280 | $249K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 2,280 | $248K |
| Risk Paradigm Group, LLC | 0.21% | Reduce -0.1% | 2,262 | $247K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -47.0% | 2,243 | $245K |
| Chapin Davis, Inc. | 0.05% | Add +0.0% | 2,234 | $244K |
| Picton Mahoney Asset Management | 0.00% | Reduce -31.1% | 2,220 | $242K |
| Aquire Wealth Advisors, LLC | 0.06% | Add +0.5% | 2,192 | $239K |
| Northwest Bancshares, Inc. | 0.05% | No change | 2,173 | $237K |
| United Financial Planning Group LLC | 0.14% | Add +10.7% | 2,155 | $235K |
| Cpwa, LLC | 0.28% | — | 2,156 | $235K |
| Breakwater Capital Group | 0.03% | Reduce -4.2% | 2,150 | $234K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 2,129 | $232K |
| Florida Trust Wealth Management Co | 0.01% | Add +11.8% | 2,126 | $232K |
| Cerity Partners Retirement Plan Advisors LLC | 0.12% | — | 2,132 | $231K |
| Bank of New Hampshire | 0.05% | Reduce -2.1% | 2,115 | $231K |
| Red Door Wealth Management, LLC | 0.02% | New | 2,112 | $230K |
| Inspire Advisors, LLC | 0.02% | New | 2,098 | $229K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.7% | 2,098 | $229K |
| Gilpin Wealth Management, LLC | 0.18% | No change | 2,088 | $228K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 2,086 | $227K |
| Truefg, LLC | 0.06% | Add +3.9% | 2,078 | $227K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 2,052 | $224K |
| Acorn Wealth Advisors, LLC | 0.06% | Reduce -0.4% | 2,044 | $223K |
| Key Financial Inc | 0.04% | Reduce -0.3% | 2,043 | $223K |
| Caldwell Sutter Capital, Inc. | 0.09% | No change | 2,037 | $222K |
| Parsons Capital Management Inc. | 0.01% | Reduce -17.8% | 2,030 | $221K |
| Vista Cima Wealth Management LLC | 0.22% | Reduce -0.3% | 2,020 | $220K |
| Rothschild Investment LLC | 0.01% | Add +5.2% | 2,010 | $219K |
| High Point Wealth Management, LLC | 0.21% | No change | 2,000 | $218K |
| Peak Wealth Management LLC | 0.18% | No change | 2,000 | $218K |
| Richardson Financial Services Inc. | 0.14% | Reduce -15.7% | 1,992 | $217K |
| Red Spruce Capital, LLC | 0.09% | Reduce -10.2% | 1,982 | $216K |
| Addison Capital Co | 0.04% | New | 1,973 | $215K |
| Fragasso Financial Advisors Inc | 0.01% | Add +0.4% | 1,970 | $215K |
| Portside Wealth Group, LLC | 0.03% | Reduce -15.4% | 1,961 | $214K |
| Comprehensive Money Management Services LLC | 0.14% | No change | 1,950 | $213K |
| Texas Yale Capital Corp. | 0.01% | No change | 1,949 | $212K |
| Revisor Wealth Management LLC | 0.06% | Add +0.1% | 1,945 | $212K |
| Fortis Capital Management LLC | 0.03% | Reduce -0.3% | 1,927 | $210K |
| RiverGlades Family Offices LLC | 0.12% | — | 1,926 | $210K |
| Breachway Investments LLC | 0.20% | No change | 1,921 | $209K |
| Norden Group LLC | 0.02% | Reduce -49.8% | 1,913 | $208K |
| City National Bank of Florida | 0.12% | No change | 1,910 | $208K |
| Wallington Asset Management, LLC | 0.03% | Reduce -3.4% | 1,910 | $208K |
| Finley Financial, LLC | 0.10% | No change | 1,900 | $207K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +0.5% | 1,899 | $207K |
| Beacon Financial Group | 0.02% | Reduce -1.2% | 1,884 | $205K |
| SCS Capital Management LLC | 0.00% | No change | 1,883 | $205K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -67.7% | 1,874 | $204K |
| International Assets Investment Management, LLC | 0.01% | Reduce -43.5% | 1,872 | $203K |
| Tradewinds, LLC. | 0.07% | No change | 1,867 | $203K |
| Bucket List Wealth Management, LLC | 0.12% | Reduce -1.4% | 1,858 | $203K |
| TruWealth Advisors, LLC | 0.01% | Reduce -14.7% | 1,853 | $202K |
| Wedgewood Investors Inc. | 0.23% | No change | 1,848 | $201K |
| Vise Technologies, Inc. | 0.00% | No change | 1,828 | $201K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -2.7% | 1,844 | $201K |
| Covestor Ltd | 0.14% | Add +6.8% | 1,831 | $200K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,819 | $198K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -0.9% | 1,786 | $195K |
| Chapman Financial Group, LLC | 0.14% | Reduce -5.4% | 1,754 | $191K |
| Imprint Wealth LLC | 0.82% | Add +10.5% | 1,648 | $180K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 1,645 | $179K |
| Westfuller Advisors, LLC | 0.08% | Add +6.0% | 1,630 | $178K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,587 | $173K |
| Quent Capital, LLC | 0.01% | Reduce -17.7% | 1,577 | $172K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -35.4% | 1,575 | $172K |
| CFG Wealth Management Services, Inc. | 0.16% | No change | 1,535 | $167K |
| Atlantic Union Bankshares Corp | 0.00% | Add +459.8% | 1,517 | $165K |
| Consultiva Wealth Management, Corp. | 0.47% | No change | 1,488 | $162K |
| Ameliora Wealth Management Ltd. | 0.05% | No change | 1,475 | $161K |
| Adirondack Trust Co. | 0.05% | Add +27.6% | 1,452 | $158K |
| Asset Dedication, LLC | 0.01% | Add +15766.7% | 1,428 | $156K |
| Templeton & Phillips Capital Management, LLC | 0.13% | No change | 1,416 | $154K |
| Ancora Advisors LLC | 0.00% | Reduce -8.7% | 1,411 | $154K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -20.4% | 1,404 | $153K |
| Bogart Wealth, LLC | 0.01% | Add +19.9% | 1,387 | $151K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.5% | 1,360 | $148K |
| Whittier Trust Co. | 0.00% | No change | 1,283 | $140K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 1,280 | $139K |
| Eastern Bank | 0.00% | Reduce -72.0% | 1,273 | $139K |
| City Holding Co. | 0.02% | Reduce -6.0% | 1,263 | $138K |
| Rossby Financial, LCC | 0.03% | Add +370.6% | 1,266 | $138K |
| CENTRAL TRUST Co | 0.00% | Add +355.6% | 1,262 | $138K |
| Powell Investment Advisors, LLC | 0.05% | Reduce -6.2% | 1,235 | $135K |
| AlphaCentric Advisors LLC | 0.13% | Add +13.8% | 1,197 | $130K |
| Webster Bank, N. A. | 0.01% | No change | 1,187 | $129K |
| Centaurus Financial, Inc. | 0.01% | Add +11.0% | 1,170 | $127K |
| North Star Investment Management Corp. | 0.01% | Add +67.4% | 1,165 | $127K |
| Financial Consulate, Inc. | 0.02% | No change | 1,126 | $123K |
| Vision Retirement, LLC | 0.03% | Reduce -8.7% | 1,121 | $122K |
| Financial Freedom, LLC | 0.06% | Add +10.0% | 1,075 | $117K |
| Root Financial Partners, LLC | 0.01% | Reduce -6.9% | 1,073 | $117K |
| Murphy & Mullick Capital Management Corp | 0.09% | No change | 1,066 | $116K |
| Ascentis Independent Advisors | 0.01% | New | 1,062 | $116K |
| Olistico Wealth, LLC | 0.06% | No change | 1,050 | $114K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Reduce -14.4% | 1,021 | $111K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 965 | $105K |
| Tucker Asset Management LLC | 0.03% | Reduce -28.2% | 955 | $104K |
| AdvisorNet Financial, Inc | 0.01% | No change | 943 | $103K |
| Signature Equity Partners, LLC | 0.06% | Add +20.8% | 941 | $103K |
| Raffa Wealth Management, LLC | 0.02% | No change | 910 | $99K |
| Johnson Financial Group, Inc. | 0.00% | No change | 900 | $98K |
| Front Row Advisors LLC | 0.03% | No change | 888 | $97K |
| Wellington-Altus USA Inc. | 0.05% | No change | 839 | $92K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.2% | 832 | $91K |
| Ameriflex Group, Inc. | 0.05% | Reduce -84.5% | 821 | $90K |
| NBT Bank, N.A. | 0.01% | Add +646.4% | 821 | $89K |
| Hantz Financial Services, Inc. | 0.00% | Add +582.4% | 812 | $88K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 800 | $87K |
| Banque Cantonale Vaudoise | 0.00% | No change | 790 | $86K |
| Obsidian Cio, LLC | 0.08% | Add +30.4% | 781 | $85K |
| Barrett & Company, Inc. | 0.03% | No change | 778 | $85K |
| Register Financial Advisors LLC | 0.03% | Add +5.1% | 739 | $81K |
| Toth Financial Advisory Corp. | 0.01% | No change | 727 | $79K |
| Colonial Trust Co / SC | 0.01% | No change | 724 | $79K |
| Activest Wealth Management | 0.01% | Reduce -59.3% | 722 | $79K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +0.6% | 705 | $77K |
| Blue Trust, Inc. | 0.00% | Reduce -1.7% | 703 | $77K |
| Zions Bancorporation, National Association | 0.00% | No change | 679 | $74K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 675 | $74K |
| MRP Capital Investments, LLC | 0.06% | No change | 650 | $71K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 636 | $69K |
| Centerpoint Advisors, LLC | 0.02% | Add +6.1% | 630 | $69K |
| Golden State Wealth Management, LLC | 0.01% | No change | 585 | $64K |
| Salem Investment Counselors Inc. | 0.00% | New | 575 | $63K |
| Union Savings Bank | 0.03% | No change | 569 | $62K |
| Dogwood Wealth Management LLC | 0.03% | Add +289.7% | 565 | $62K |
| Intentional Wealth Strategies, LLC | 0.06% | — | 560 | $61K |
| Security National Bank | 0.01% | No change | 560 | $61K |
| Tsfg, LLC | 0.01% | No change | 549 | $60K |
| Three Bearings Fiduciary Advisors, Inc. | 0.06% | No change | 548 | $60K |
| Paladin Partners, LLC | 0.04% | No change | 545 | $59K |
| Lavaca Capital LLC | 0.01% | Add +0.8% | 533 | $58K |
| Mechanics Financial Corp | 0.02% | No change | 531 | $58K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -82.7% | 518 | $56K |
| West Paces Advisors Inc. | 0.01% | No change | 500 | $54K |
| FWL Investment Management, LLC | 0.01% | Add +6.5% | 488 | $53K |
| Financial Network Wealth Advisors LLC | 0.05% | Reduce -4.2% | 484 | $53K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 468 | $51K |
| Ares Financial Consulting, LLC | 0.04% | Add +0.7% | 463 | $50K |
| BankChampaign, National Association | 0.05% | Reduce -43.0% | 458 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 458 | $50K |
| Ballast Advisors LLC | 0.01% | No change | 450 | $49K |
| Park Place Capital Corp | 0.01% | Reduce -10.4% | 446 | $49K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.7% | 441 | $48K |
| Tidemark, LLC | 0.01% | No change | 421 | $46K |
| Mascoma Wealth Management LLC | 0.01% | No change | 420 | $46K |
| Park National Corp. | 0.00% | New | 390 | $43K |
| PlanVest Financial, Inc | 0.03% | — | 380 | $41K |
| 1620 Investment Advisors, Inc. | 0.03% | Reduce -5.0% | 377 | $41K |
| Wellington Grp LLC | 0.01% | Reduce -15.8% | 377 | $41K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -39.6% | 368 | $40K |
| Costello Asset Management, INC | 0.01% | Add +0.6% | 367 | $40K |
| McGuire Capital Advisors Inc. | 0.03% | Add +0.3% | 367 | $40K |
| Avion Wealth | 0.01% | No change | 354 | $38K |
| Southern Michigan Bank & Trust | 0.01% | — | 340 | $37K |
| Hilltop National Bank | 0.01% | Add +114.3% | 330 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +0.6% | 316 | $34K |
| Vanguard Advisers Inc. | 0.00% | — | 311 | $34K |
| Bokf, NA | 0.00% | Reduce -83.0% | 311 | $34K |
| Scarborough Advisors, LLC | 0.00% | New | 306 | $33K |
| Friedenthal Financial | 0.02% | Add +8.9% | 295 | $32K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -13.1% | 285 | $31K |
| Oakworth Capital, Inc. | 0.00% | No change | 278 | $30K |
| Mather Group, Llc. | 0.00% | New | 278 | $30K |
| Phillips Financial Management, LLC | 0.00% | Reduce -90.6% | 277 | $30K |
| Sachetta, LLC | 0.02% | Add +0.7% | 273 | $30K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 272 | $30K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 271 | $30K |
| Canton Hathaway, LLC | 0.01% | Reduce -28.3% | 269 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -25.7% | 260 | $28K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 252 | $27K |
| Signaturefd, LLC | 0.00% | Add +9.1% | 252 | $27K |
| Trust Co. of Toledo NA | 0.00% | No change | 250 | $27K |
| TD Capital Management LLC | 0.00% | No change | 240 | $26K |
| Bangor Savings Bank | 0.00% | Reduce -3.6% | 239 | $26K |
| First Horizon Corp. | 0.00% | No change | 232 | $25K |
| Pacific Center for Financial Services | 0.01% | Reduce -12.8% | 231 | $25K |
| Rossmore Private Capital | 0.00% | No change | 227 | $25K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 225 | $25K |
| Anchor Investment Management, LLC | 0.00% | No change | 213 | $23K |
| Basepoint Wealth LLC | 0.01% | Add +1.0% | 201 | $22K |
| 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 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 198 | $22K |
| Nemes Rush Group LLC | 0.00% | No change | 192 | $21K |
| Biltmore Family Office, LLC | 0.00% | Reduce -20.8% | 190 | $21K |
| First Community Trust NA | 0.02% | Add +123.8% | 188 | $20K |
| Pinney & Scofield, Inc. | 0.01% | New | 186 | $20K |
| Chilton Capital Management LLC | 0.00% | No change | 184 | $20K |
| Hurley Capital, LLC | 0.01% | No change | 175 | $19K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 172 | $19K |
| Pflug Koory, LLC | 0.01% | No change | 164 | $18K |
| Investors Research Corp | 0.00% | No change | 163 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -99.2% | 160 | $17K |
| Winch Advisory Services, LLC | 0.00% | Add +0.6% | 158 | $17K |
| Kennebec Savings Bank | 0.02% | No change | 156 | $17K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.7% | 150 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 148 | $16K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | Reduce -50.2% | 145 | $16K |
| EPG Wealth Management LLC | 0.00% | No change | 145 | $16K |
| United Community Bank | 0.01% | New | 141 | $15K |
| Strive Financial Group ,LLC | 0.01% | New | 136 | $15K |
| one8zero8, LLC | 0.00% | Reduce -12.2% | 129 | $14K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -29.5% | 129 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 123 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -63.7% | 122 | $13K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 118 | $13K |
| Nova Wealth Management, Inc. | 0.01% | No change | 115 | $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 |
| AlphaCore Capital LLC | 0.00% | Reduce -55.2% | 103 | $11K |
| Smithfield Trust Co | 0.00% | No change | 100 | $11K |
| Marin Bay Wealth Advisors, LLC | 0.01% | New | 10,934 | $11K |
| Park Square Financial Group, LLC | 0.08% | Reduce -53.5% | 92 | $10K |
| Highline Wealth Partners LLC | 0.00% | No change | 92 | $10K |
| Rakuten Securities, Inc. | 0.00% | Add +139.5% | 91 | $10K |
| Napier Financial, LLC | 0.00% | New | 91 | $10K |
| Darwin Wealth Management, LLC | 0.00% | Add +2.4% | 86 | $9K |
| JCIC Asset Management Inc. | 0.00% | No change | 85 | $9K |
| Granite Investment Partners, LLC | 0.00% | No change | 85 | $9K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +76.6% | 83 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 81 | $9K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 75 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 69 | $8K |
| Bank & Trust Co | 0.00% | No change | 65 | $7K |
| Realta Investment Advisors | 0.00% | No change | 59 | $6K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.8% | 57 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.8% | 56 | $6K |
| Synergy Investment Management, LLC | 0.00% | New | 52 | $6K |
| NFSG Corp | 0.00% | Add +150.0% | 50 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 49 | $5K |
| Thompson Investment Management, Inc. | 0.00% | No change | 48 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 46 | $5K |
| CX Institutional | 0.00% | No change | 48 | $5K |
| NWK Group, Inc. | 0.00% | No change | 41 | $4K |
| Axiom Investment Management LLC | 0.00% | — | 40 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 40 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 39 | $4K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -28.9% | 37 | $4K |
| LM Advisors LLC | 0.02% | Reduce -0.9% | 434 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 36 | $4K |
| Mosley Wealth Management | 0.00% | New | 35 | $4K |
| Collier Financial | 0.00% | No change | 33 | $4K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -88.4% | 31 | $3K |
| Evermay Wealth Management LLC | 0.00% | New | 30 | $3K |
| Adkins Seale Capital Management LLC | 0.00% | No change | 28 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 28 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 26 | $3K |
| Founders Capital Management | 0.00% | Add +4.3% | 24 | $3K |
| Nvest Wealth Strategies, Inc. | 0.00% | New | 23 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 23 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 22 | $2K |
| Noble Wealth Management PBC | 0.00% | Reduce -62.5% | 21 | $2K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 21 | $2K |
| Burk Holdings LLC | 0.00% | New | 20 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 22 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -75.3% | 18 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | New | 16 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 15 | $2K |
| Quaker Wealth Management, LLC | 0.00% | No change | 14 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 13 | $1K |
| Abound Wealth Management | 0.00% | New | 10 | $1K |
| Topsail Wealth Management, LLC | 0.00% | Reduce -93.6% | 10 | $1K |
| Networth Advisors, LLC | 0.00% | No change | 9 | $981 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 8 | $872 |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 5 | $545 |
| Tompkins Financial Corp. | 0.00% | Reduce -100.0% | 5 | $545 |
| MTM Investment Management, LLC | 0.00% | No change | 4 | $436 |
| Matrix Private Capital Group LLC | 0.00% | New | 3 | $327 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $327 |
| TopTier Wealth Management, LLC | 0.00% | New | 2 | $218 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $217 |
| Viewpoint Capital Management LLC | 0.00% | New | 1 | $109 |
| Cohen & Steers, Inc. | 0.00% | Reduce -100.0% | 1 | $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.