Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q2 2026 (June 30)1,119holders +12
95new positions
84sold out
8famous investors
$109.05avg. 13F price*
At the end of Q2 2026, 1,119 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings, up 12 from Q1 2026. 95 opened new positions and 84 sold out. The largest holders were Bank of America Corp. ($2.8B), BlackRock, Inc. ($2.1B) and Meiji Yasuda Life Insurance Co ($2.1B). 8 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Ishr Ibx Usd Invgd CB ETF-Ui
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $1.6B |
| Exits | 84 | $501.4M |
All 13F filers, Q1 2026 → Q2 2026: 37,974,004 shares bought and 74,057,758 shares sold, net −36,083,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,119 holders
| Bank of America Corp. | 0.18% | Reduce -0.6% | 25,658,147 | $2.8B |
| BlackRock, Inc. | 0.03% | Reduce -10.7% | 19,248,751 | $2.1B |
| Meiji Yasuda Life Insurance Co | 69.19% | No change | 19,120,368 | $2.1B |
| Morgan Stanley | 0.10% | Add +17.6% | 17,429,340 | $1.9B |
| Wealthfront Advisers LLC | 2.61% | Add +15.8% | 12,435,413 | $1.4B |
| Financial Engines Advisors L.L.C. | 2.21% | Add +4.6% | 11,419,910 | $1.2B |
| Prudential Financial Inc. | 1.26% | No change | 10,601,426 | $1.2B |
| Nuveen, LLC | 0.27% | Reduce -6.8% | 10,235,200 | $1.1B |
| Japan Science & Technology Agency | 17.55% | No change | 8,506,450 | $927.8M |
| Allianz SE | 9.05% | No change | 7,862,205 | $857.5M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -52.0% | 7,493,872 | $817.4M |
| Ontario Teachers Pension Plan Board | 4.41% | New | 6,350,000 | $692.6M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -0.3% | 6,101,242 | $665.5M |
| Ameriprise Financial Inc. | 0.11% | Reduce -36.4% | 5,090,714 | $554.7M |
| Wells Fargo & Company | 0.09% | Reduce -11.1% | 4,666,082 | $508.9M |
| Northwestern Mutual Investment Management Company, LLC | 5.83% | Add +32.4% | 4,559,454 | $497.3M |
| LPL Financial LLC | 0.11% | Add +6.4% | 4,469,538 | $487.5M |
| UBS Group AG | 0.08% | Reduce -12.8% | 4,451,008 | $485.5M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 2.88% | No change | 4,040,400 | $440.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.24% | Add +7.8% | 3,997,712 | $436.0M |
| Susquehanna International Group, LLP | 0.38% | Reduce -27.7% | 3,926,364 | $428.2M |
| BNP Paribas | 10.04% | Add +31.8% | 3,391,228 | $369.9M |
| State of Michigan Retirement System | 1.48% | Add +41.4% | 3,072,400 | $335.1M |
| Royal Bank of Canada | 0.05% | Add +13.4% | 2,795,629 | $304.9M |
| Barings LLC | 5.52% | Reduce -68.4% | 2,720,211 | $296.7M |
| Citigroup Inc. | 0.14% | Add +1144.7% | 2,709,937 | $295.6M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $268.0M |
| Schroder Investment Management Group | 0.19% | Add +15.1% | 2,409,021 | $264.3M |
| JPMorgan Chase & Co. | 0.01% | Add +25.9% | 2,046,151 | $224.5M |
| Migdal Insurance & Financial Holdings Ltd. | 1.37% | No change | 1,965,000 | $214.3M |
| Aozora Bank, LTD. | 100.00% | Add +355.0% | 1,820,000 | $198.5M |
| Northern Trust Corp. | 0.02% | Add +1.5% | 1,804,239 | $196.8M |
| Fisher Asset Management | 0.06% | Reduce -4.1% | 1,783,303 | $194.5M |
| Members Trust Co | 5.27% | Reduce -1.0% | 1,552,970 | $169.4M |
| Barclays PLC | 0.05% | Reduce -36.8% | 1,541,878 | $168.2M |
| State of New Jersey Common Pension Fund D | 0.54% | Add +255.5% | 1,460,991 | $159.4M |
| Raymond James Financial Inc. | 0.04% | Add +24.6% | 1,445,708 | $157.7M |
| Mutual of America Capital Management LLC | 1.45% | No change | 1,368,140 | $149.2M |
| MML Investors Services, LLC | 0.27% | Add +20.4% | 1,199,410 | $130.8M |
| GDS Wealth Management | 6.17% | Add +19.6% | 1,189,126 | $129.7M |
| North Dakota State Investment Board | 5.17% | Add +5.1% | 1,167,864 | $127.4M |
| Cetera Investment Advisers | 0.11% | Add +6.5% | 1,103,179 | $120.3M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -2.8% | 1,094,681 | $119.4M |
| Bridgewater Associates | 0.47% | Add +2.8% | 1,050,500 | $114.6M |
| Man Group plc | 0.20% | Add +1516.4% | 979,525 | $106.8M |
| Assetmark, Inc. | 0.18% | Reduce -2.2% | 974,526 | $106.3M |
| Capula Management Ltd | 0.45% | Add +1249.4% | 931,663 | $101.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Add +124.1% | 921,293 | $100.5M |
| Valmark Advisers, Inc. | 1.07% | Add +3.3% | 920,761 | $100.4M |
| Farther Finance Advisors, LLC | 0.78% | Add +25.6% | 913,046 | $99.6M |
| Principal Financial Group Inc. | 0.05% | Add +57.4% | 905,000 | $98.7M |
| Bank of Montreal | 0.04% | Add +62.7% | 894,125 | $97.5M |
| Centiva Capital, LP | 3.29% | New | 890,406 | $97.1M |
| Verition Fund Management LLC | 0.73% | New | 880,355 | $96.0M |
| Sumitomo Mitsui Financial Group, Inc. | 1.79% | Add +2.9% | 859,205 | $93.7M |
| Point72 Asset Management | 0.15% | New | 850,000 | $92.7M |
| Legal & General Group Plc | 0.02% | Reduce -16.5% | 817,911 | $89.2M |
| APG Asset Management US Inc. | 0.60% | Add +12.6% | 786,699 | $85.3M |
| Symetra Investment Management Co | 7.20% | Reduce -68.1% | 755,710 | $82.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +6.8% | 735,113 | $80.2M |
| WINTON GROUP Ltd | 2.51% | New | 710,173 | $77.5M |
| Allspring Global Investments Holdings, LLC | 0.12% | Reduce -13.1% | 710,099 | $77.2M |
| Stifel Financial Corp. | 0.06% | Add +2.9% | 704,701 | $76.9M |
| Osaic Holdings, Inc. | 0.09% | Add +19.1% | 700,336 | $76.4M |
| Creative Planning | 0.04% | Add +28.1% | 693,381 | $75.6M |
| Quadrature Capital Ltd | 0.62% | New | 664,659 | $72.5M |
| Renaissance Technologies | 0.10% | Add +600.2% | 644,200 | $70.3M |
| DRW Securities, LLC | 3.93% | Add +2445.3% | 603,052 | $65.8M |
| Kestra Advisory Services, LLC | 0.21% | Add +54.3% | 593,522 | $64.7M |
| O'shaughnessy Asset Management, LLC | 0.27% | Add +6.8% | 524,851 | $57.2M |
| Qube Research & Technologies Ltd | 0.06% | New | 466,177 | $50.8M |
| Bank Hapoalim BM | 3.46% | Add +150.7% | 461,300 | $50.3M |
| Polar Asset Management Partners Inc. | 1.21% | New | 460,000 | $50.3M |
| Symmetry Investments LP | 5.51% | New | 455,000 | $49.6M |
| Jupiter Topco LLC | 0.02% | — | 450,924 | $49.2M |
| SG Americas Securities, LLC | 0.03% | Add +78.8% | 432,078 | $47.1M |
| MetLife Investment Management, LLC | 0.21% | Reduce -1.9% | 426,500 | $46.5M |
| iA Global Asset Management Inc. | 0.54% | Add +19.7% | 413,193 | $45.1M |
| Focus Partners Wealth | 0.04% | Reduce -1.3% | 385,481 | $42.0M |
| LMR Partners LLP | 0.38% | New | 383,157 | $41.8M |
| Ritholtz Wealth Management | 0.61% | Add +5.5% | 375,824 | $41.0M |
| Commonwealth Equity Services, LLC | 0.05% | Add +18.4% | 366,293 | $40.0M |
| Stratos Investment Management, LLC | 1.39% | Add +3.6% | 352,343 | $38.4M |
| HighTower Advisors, LLC | 0.04% | Add +0.3% | 350,937 | $38.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +39.9% | 343,083 | $37.4M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.6% | 338,916 | $37.0M |
| Gallagher Fiduciary Advisors, LLC | 1.21% | Reduce -99.0% | 338,060 | $36.9M |
| Sigma Planning Corp | 0.92% | Reduce -1.6% | 335,905 | $36.6M |
| Atria Investments, Inc | 0.37% | Add +5.7% | 335,754 | $36.6M |
| Truist Financial Corp. | 0.04% | Reduce -31.0% | 335,165 | $36.6M |
| Towercrest Capital Management | 4.98% | Add +12.4% | 327,308 | $35.7M |
| Kingsview Wealth Management, LLC | 0.43% | Add +6.6% | 327,250 | $35.7M |
| Cheviot Value Management, LLC | 3.59% | Reduce -2.4% | 323,920 | $35.3M |
| Park Avenue Securities LLC | 0.22% | Add +5.9% | 321,974 | $35.1M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Reduce -5.7% | 309,351 | $33.7M |
| Marshall Wace, LLP | 0.03% | Add +10.2% | 301,296 | $32.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.09% | Add +64.9% | 300,827 | $32.8M |
| Toronto Dominion Bank | 0.05% | Reduce -40.0% | 300,000 | $32.7M |
| Captrust Financial Advisors | 0.05% | Add +3.6% | 299,492 | $32.7M |
| Planning Project LLC | 6.34% | — | 299,341 | $31.8M |
| Baird Financial Group, Inc. | 0.04% | Reduce -2.8% | 288,283 | $31.4M |
| IHT Wealth Management, LLC | 0.66% | Add +2.2% | 282,464 | $30.8M |
| Westshore Wealth, LLC | 9.50% | Add +4.7% | 280,636 | $30.6M |
| Capital Investment Advisors, LLC | 0.39% | Reduce -1.9% | 273,741 | $29.9M |
| Joule Financial, LLC | 8.07% | Add +2.1% | 272,760 | $29.7M |
| NYL Investors LLC | 11.24% | Add +1.1% | 268,834 | $29.3M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.65% | Reduce -9.6% | 268,700 | $29.3M |
| Modern Wealth Management, LLC | 0.35% | Add +6.8% | 265,371 | $28.9M |
| Millennium Management | 0.02% | Reduce -18.8% | 259,417 | $28.3M |
| Regal Investment Advisors LLC | 1.45% | Add +4.3% | 255,073 | $27.8M |
| Constellation Investments, Inc. | 0.85% | No change | 249,317 | $27.2M |
| Willis Johnson & Associates, Inc. | 1.51% | Add +8.8% | 248,319 | $27.1M |
| Clark Capital Management Group, Inc. | 0.14% | Add +13.0% | 238,959 | $26.1M |
| TD Private Client Wealth LLC | 0.48% | Add +11.3% | 238,349 | $26.0M |
| Rational Advisors, Inc. | 2.37% | New | 225,180 | $24.6M |
| Daiichi Life Insurance Co., Ltd. | 0.57% | New | 224,000 | $24.4M |
| Nomura Asset Management International Inc. | 0.04% | Add +42.7% | 219,888 | $24.0M |
| Asset Management One Co., Ltd. | 0.06% | Add +10.2% | 218,810 | $23.9M |
| AAFMAA Wealth Management & Trust LLC | 8.31% | Add +8.3% | 218,278 | $23.8M |
| Invst, LLC | 2.31% | Add +11.1% | 217,669 | $23.7M |
| Old Mission Capital LLC | 0.60% | New | 215,629 | $23.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +2.6% | 214,905 | $23.4M |
| Alliance Wealth Management Group | 4.56% | Add +15.4% | 214,856 | $23.4M |
| Fifth Third Bancorp | 0.04% | Reduce -1.8% | 214,338 | $23.4M |
| Petrus Trust Company, LTA | 2.17% | Add +4.5% | 211,209 | $23.0M |
| Mackenzie Financial Corp. | 0.02% | Reduce -2.8% | 210,000 | $22.9M |
| Sona Asset Management (us) LLC | 1.11% | Reduce -81.2% | 209,432 | $22.8M |
| Strategic Wealth Partners, Ltd. | 1.39% | Add +6.3% | 206,245 | $22.5M |
| Alley Investment Management Company, LLC | 2.61% | Add +1.8% | 205,103 | $22.4M |
| CI Investments Inc. | 0.07% | Add +13.4% | 204,926 | $22.4M |
| Canal Capital Management, LLC | 2.72% | Add +4.5% | 204,315 | $22.3M |
| Oppenheimer & Co. Inc. | 0.23% | Add +2.3% | 200,989 | $21.9M |
| HSBC Holdings PLC | 0.01% | Reduce -78.2% | 199,672 | $21.8M |
| Summit Financial Consulting LLC | 14.78% | Reduce -2.3% | 199,703 | $21.8M |
| HRT Financial LP | 0.04% | Reduce -45.9% | 199,385 | $21.7M |
| Lifeworks Advisors, LLC | 2.23% | Add +4.5% | 195,454 | $21.3M |
| USA Financial Formulas | 3.88% | — | 194,203 | $21.2M |
| Hilltop Holdings Inc. | 1.68% | Reduce -26.1% | 190,075 | $20.7M |
| Cerity Partners LLC | 0.02% | Add +3.1% | 184,691 | $20.1M |
| Scotia Capital Inc. | 0.07% | Reduce -9.1% | 182,169 | $19.9M |
| Spahn Wealth & Retirement LLC | 12.72% | New | 181,212 | $19.8M |
| Merit Financial Group, LLC | 0.12% | Add +8.5% | 181,185 | $19.8M |
| Vision Capital Management, Inc. | 2.22% | Add +2.1% | 178,377 | $19.5M |
| Keybank National Association | 0.06% | Reduce -5.1% | 176,378 | $19.2M |
| Mariner, LLC | 0.02% | Reduce -6.0% | 168,227 | $18.3M |
| Cordoba Advisory Partners LLC | 3.83% | Add +1.2% | 165,682 | $18.1M |
| TD Waterhouse Canada Inc. | 0.05% | Reduce -3.7% | 165,415 | $17.9M |
| Principal Securities, Inc. | 0.21% | Add +15.6% | 161,491 | $17.6M |
| DDFG, Inc | 3.38% | Reduce -15.0% | 156,263 | $17.0M |
| Optiver Holding B.V. | 0.24% | New | 155,740 | $17.0M |
| American Family Investments, Inc. | 0.31% | Reduce -43.2% | 155,400 | $16.9M |
| Strong Tower Advisory Services | 3.04% | Reduce -44.9% | 155,252 | $16.9M |
| HMS Capital Management, LLC | 6.23% | Add +0.8% | 152,632 | $16.6M |
| Deutsche Bank AG | 0.00% | Add +28.0% | 151,444 | $16.5M |
| Edgestream Partners, L.P. | 0.49% | Add +209.0% | 151,037 | $16.5M |
| Zacks Investment Management | 0.12% | Add +0.7% | 149,960 | $16.4M |
| Bank of New York Mellon Corp | 0.00% | Add +331.1% | 146,303 | $16.0M |
| Vertex Investment Solutions Co., Ltd. | 10.65% | Add +258.9% | 143,900 | $15.8M |
| Tiff Advisory Services, LLC | 3.85% | Add +9.8% | 143,968 | $15.7M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +9.2% | 141,621 | $15.4M |
| CIBC Bancorp USA Inc. | 0.02% | Reduce -32.0% | 141,279 | $15.4M |
| Horizon Investments, LLC | 0.17% | Add +98.7% | 141,908 | $15.4M |
| MAI Capital Management | 0.06% | Reduce -0.8% | 140,797 | $15.4M |
| Guggenheim Capital LLC | 0.10% | Add +2.5% | 140,742 | $15.4M |
| Lighthouse Financial LLC | 7.95% | Reduce -9.2% | 140,443 | $15.3M |
| Ssi Investment Management LLC | 5.16% | Reduce -24.9% | 137,523 | $15.0M |
| Private Advisory Group LLC | 0.83% | Add +14.1% | 137,520 | $15.0M |
| Gotham Asset Management | 0.03% | Add +0.7% | 135,678 | $14.8M |
| Providence First Trust Co | 4.14% | Add +1.0% | 135,577 | $14.8M |
| Stevens Capital Management LP | 3.54% | New | 135,400 | $14.8M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -5.7% | 133,312 | $14.5M |
| Edmond DE Rothschild Holding S.A. | 0.19% | No change | 132,059 | $14.4M |
| Foundations Investment Advisors, LLC | 0.15% | Add +767.9% | 131,609 | $14.4M |
| IFG Advisory, LLC | 0.49% | New | 128,358 | $14.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.07% | No change | 128,217 | $14.0M |
| Arax Advisory Partners | 0.09% | Add +28.1% | 127,984 | $14.0M |
| Hudson Bay Capital Management LP | 0.07% | No change | 125,000 | $13.6M |
| Diversify Advisory Services, LLC | 0.23% | New | 127,286 | $13.6M |
| Diversify Wealth Management, LLC | 0.23% | Reduce -0.6% | 127,286 | $13.6M |
| DV Trading LLC | 1.12% | Reduce -51.8% | 124,070 | $13.5M |
| Mustico Financial Group, Inc. | 8.64% | Reduce -0.5% | 124,812 | $13.3M |
| Pinnacle Financial Partners, Inc. | 0.09% | Add +3.1% | 121,947 | $13.3M |
| Idaho Trust Co | 3.88% | Add +4.7% | 121,614 | $13.3M |
| MTC Wealth Management LLC | 5.93% | Reduce -0.3% | 121,283 | $13.2M |
| Donaldson Capital Management, LLC | 0.37% | Reduce -0.2% | 119,901 | $13.1M |
| TRB Wealth Management, LLC | 1.74% | Add +3.8% | 119,718 | $13.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -98.1% | 118,518 | $12.9M |
| Twele Capital Management, Inc. | 2.10% | Add +7.6% | 117,726 | $12.8M |
| TrustBank | 4.35% | Reduce -1.3% | 117,516 | $12.8M |
| Betterment LLC | 0.02% | Reduce -18.4% | 116,839 | $12.7M |
| Apella Capital, LLC | 0.18% | Reduce -4.3% | 117,786 | $12.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.3% | 116,005 | $12.7M |
| Rothschild Wealth LLC | 1.00% | Add +5.6% | 115,202 | $12.6M |
| Wesbanco Bank Inc. | 0.30% | Add +12.8% | 112,116 | $12.2M |
| Topel & Distasi Wealth Management, LLC | 5.87% | Add +6.8% | 111,533 | $12.2M |
| Jones Financial Companies LLLP | 0.00% | Add +8.2% | 110,100 | $12.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +4.8% | 110,145 | $12.0M |
| Balyasny Asset Management L.P. | 0.02% | New | 110,100 | $12.0M |
| Finhabits Advisors LLC | 9.99% | Add +8.1% | 108,943 | $11.9M |
| Jane Street Group, LLC | 0.01% | Add +85.8% | 108,924 | $11.9M |
| Mechanics Bank Trust Department | 1.46% | Reduce -10.0% | 108,368 | $11.8M |
| Insight Wealth Partners, LLC | 1.56% | Reduce -23.8% | 106,526 | $11.6M |
| Daiwa Securities Group Inc. | 0.03% | Add +0.5% | 104,330 | $11.4M |
| EFG International AG | 0.21% | Add +6.4% | 103,310 | $11.3M |
| Trajan Wealth LLC | 0.42% | Add +1.3% | 102,378 | $11.2M |
| Legacy Private Trust Co. | 0.62% | Add +18.5% | 102,311 | $11.2M |
| Consilio Wealth Advisors, LLC | 2.65% | Add +2.9% | 101,239 | $11.0M |
| Nissay Asset Management Corp. /Japan | 0.05% | Add +214.8% | 100,916 | $11.0M |
| First Foundation Advisors | 0.39% | Add +60.0% | 100,442 | $11.0M |
| BCS Private Wealth Management, Inc. | 3.29% | Add +17.3% | 99,972 | $10.9M |
| Jmac Enterprises LLC | 1.84% | Add +17.7% | 99,907 | $10.9M |
| Tudor Investment Corporation | 0.04% | Reduce -53.0% | 99,349 | $10.8M |
| Invictus Private Wealth, LLC | 0.58% | Add +12.3% | 98,911 | $10.8M |
| Cresta Advisors, Ltd. | 3.84% | Reduce -20.9% | 98,021 | $10.7M |
| Beta Wealth Group, Inc. | 3.96% | Add +0.3% | 96,700 | $10.5M |
| Genus Capital Management Inc. | 1.03% | Reduce -21.6% | 96,375 | $10.5M |
| Shelter Mutual Insurance Co | 2.20% | No change | 95,196 | $10.4M |
| Kelsey Financial, LLC | 7.88% | Reduce -1.4% | 95,170 | $10.4M |
| Heartwood Wealth Advisors LLC | 0.78% | Add +1.9% | 91,511 | $10.0M |
| Fiduciary Financial Group, LLC | 1.12% | Add +3.9% | 90,335 | $9.9M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -14.1% | 88,370 | $9.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +41.5% | 87,794 | $9.6M |
| IPG Investment Advisors LLC | 1.37% | Add +584.4% | 87,660 | $9.6M |
| Wealthstar Advisors, LLC | 4.73% | Reduce -2.3% | 87,064 | $9.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 2.63% | New | 86,909 | $9.5M |
| Fulton Breakefield Broenniman LLC | 0.56% | Reduce -1.9% | 86,879 | $9.5M |
| Curran Financial Partners, LLC | 1.41% | Add +14.0% | 86,541 | $9.4M |
| Itau Unibanco Holding S.A. | 0.18% | No change | 85,581 | $9.3M |
| Winthrop Capital Management, LLC | 2.24% | Add +0.6% | 85,046 | $9.3M |
| Easterly Investment Partners LLC | 0.46% | Reduce -0.2% | 83,500 | $9.1M |
| WBH Advisory Inc. | 0.61% | Add +0.8% | 83,217 | $9.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +15.9% | 83,170 | $9.1M |
| First American Trust, FSB | 0.54% | Reduce -3.1% | 82,006 | $8.9M |
| Strategic Investment Advisors / MI | 0.53% | Reduce -7.0% | 81,070 | $8.8M |
| Nvwm, LLC | 1.77% | Add +7.4% | 80,628 | $8.8M |
| Chesapeake Wealth Management | 2.45% | Add +7.0% | 80,152 | $8.7M |
| Coral Wealth Management, LLC | 7.11% | New | 79,514 | $8.7M |
| Integrated Advisors Network LLC | 0.39% | Add +108.9% | 78,320 | $8.5M |
| Stephens Inc. | 0.09% | Add +2.9% | 77,411 | $8.4M |
| Connecticut Capital Management Group, LLC | 6.64% | Add +1.7% | 75,516 | $8.2M |
| Torrey-Payne Wealth Management, LLC | 6.77% | Add +3.2% | 75,511 | $8.2M |
| Waterloo Capital, L.P. | 0.45% | Add +9.0% | 73,041 | $8.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 72,657 | $7.9M |
| Flputnam Investment Management Co. | 0.09% | Add +4.4% | 71,705 | $7.8M |
| Savant Capital, LLC | 0.02% | Add +1488.6% | 72,249 | $7.7M |
| Crabel Capital Management, LLC | 5.64% | New | 70,837 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +0.1% | 70,526 | $7.7M |
| Summit Financial, LLC | 0.08% | Add +5.7% | 70,144 | $7.7M |
| One Capital Management, LLC | 0.21% | No change | 70,126 | $7.6M |
| CVS HEALTH Corp | 3.39% | New | 70,000 | $7.6M |
| Modus Advisors, LLC | 1.87% | Add +1.7% | 69,356 | $7.6M |
| Capital Asset Advisory Services LLC | 0.27% | Reduce -2.9% | 67,912 | $7.4M |
| Axxcess Wealth Management, LLC | 0.12% | New | 67,784 | $7.4M |
| Providence Capital Advisors, LLC | 1.12% | Add +0.4% | 67,618 | $7.4M |
| First Trust Advisors LP | 0.00% | Add +4.7% | 67,452 | $7.4M |
| Foguth Wealth Management, LLC. | 0.83% | Add +2.4% | 67,970 | $7.3M |
| FMR LLC | 0.00% | Add +297.9% | 65,275 | $7.1M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Reduce -59.1% | 65,229 | $7.1M |
| Blackhawk Capital Partners, LLC | 2.32% | New | 65,035 | $7.1M |
| Sax Wealth Advisors, LLC | 0.29% | Add +24.8% | 64,652 | $7.0M |
| Global Trust Wealth Management LLC | 4.81% | Add +43.4% | 63,975 | $7.0M |
| Independence Financial Advisors, LLC | 1.80% | New | 63,500 | $6.9M |
| Advisory Services Network, LLC | 0.08% | Add +47.0% | 63,162 | $6.9M |
| BlueCrest Capital Management Ltd | 0.32% | New | 62,000 | $6.8M |
| David J Yvars Group | 3.28% | Reduce -1.0% | 61,166 | $6.7M |
| Estate Counselors, LLC | 0.56% | Add +1663.5% | 59,695 | $6.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -29.7% | 60,048 | $6.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -42.9% | 58,960 | $6.4M |
| Central Pacific Bank - Trust Division | 0.68% | Reduce -26.5% | 58,785 | $6.4M |
| NewEdge Wealth, LLC | 0.06% | Add +14.9% | 58,559 | $6.4M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -23.3% | 58,016 | $6.3M |
| Allstate Corp. | 0.06% | Reduce -42.2% | 57,960 | $6.3M |
| Townsend Financial Planning, LLC | 5.39% | Add +1.9% | 56,686 | $6.2M |
| Compound Planning, Inc. | 0.16% | Add +7.0% | 55,882 | $6.1M |
| Balefire, LLC | 0.99% | Reduce -4.4% | 55,539 | $6.1M |
| Corient Private Wealth LP | 0.01% | Add +0.0% | 54,724 | $6.0M |
| M&T Bank Corp | 0.02% | Reduce -2.8% | 53,986 | $5.9M |
| Mma Asset Management LLC | 1.84% | Add +14.3% | 53,044 | $5.8M |
| Camden National Bank | 0.75% | Add +1.1% | 52,813 | $5.8M |
| Welch & Forbes LLC | 0.07% | Reduce -5.5% | 52,767 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -36.4% | 52,658 | $5.7M |
| Range Advisory, LLC | 0.68% | Add +57.2% | 52,393 | $5.7M |
| 5th Street Advisors, LLC | 2.21% | Reduce -0.8% | 52,363 | $5.7M |
| Analyst IMS Investment Management Services Ltd. | 0.13% | New | 52,344 | $5.7M |
| Eukles Asset Management | 2.33% | Add +16.6% | 51,784 | $5.6M |
| Keystone Global Partners, LLC | 2.13% | Reduce -10.0% | 51,374 | $5.6M |
| Rochester Wealth Strategies, LLC | 3.08% | Reduce -9.1% | 51,060 | $5.6M |
| Mutual Advisors, LLC | 0.10% | Reduce -16.6% | 50,671 | $5.5M |
| Vontobel Holding Ltd. | 0.02% | Reduce -17.3% | 49,677 | $5.4M |
| James Investment Research, Inc. | 0.55% | Add +10.0% | 49,658 | $5.4M |
| Ameraudi Asset Management, Inc. | 2.45% | New | 49,634 | $5.4M |
| Guidance Capital, Inc. | 1.16% | Add +14.7% | 50,277 | $5.4M |
| Tme Financial, Inc. | 3.32% | Reduce -1.2% | 49,273 | $5.4M |
| Pines Wealth Management, LLC | 1.53% | Add +2.8% | 48,669 | $5.3M |
| Independent Solutions Wealth Management, LLC | 0.68% | Add +0.7% | 47,689 | $5.2M |
| Rwa Wealth Partners, LLC | 0.05% | Add +2.4% | 47,500 | $5.2M |
| Commerce Bank | 0.02% | Reduce -4.7% | 47,344 | $5.2M |
| Wescott Financial Advisory Group, LLC | 0.39% | Add +5.2% | 45,969 | $5.0M |
| Joseph P. Lucia & Associates, LLC | 1.49% | Add +6.3% | 45,485 | $5.0M |
| LYNX Capital Group Ltd. | 2.00% | Add +57.8% | 45,343 | $4.9M |
| Cornerstone Management, Inc. | 0.70% | Reduce -6.5% | 44,371 | $4.8M |
| Lantern Wealth Advisors, LLC | 2.20% | Add +7.5% | 44,069 | $4.8M |
| Founders Financial Securities LLC | 0.25% | Add +4.6% | 44,053 | $4.8M |
| Gainplan LLC | 1.88% | Add +31.7% | 43,781 | $4.8M |
| Burns J W & Co. Inc. | 0.49% | Reduce -5.5% | 43,460 | $4.7M |
| Insight Wealth Strategies, LLC | 0.46% | Reduce -82.7% | 43,566 | $4.7M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -13.8% | 42,896 | $4.7M |
| Bar Harbor Wealth Management | 0.25% | Reduce -2.1% | 42,455 | $4.6M |
| Corepath Wealth Partners LLC | 2.88% | Add +3.1% | 42,958 | $4.6M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -23.6% | 42,308 | $4.6M |
| &partners | 0.02% | Add +8.7% | 41,045 | $4.5M |
| World Investment Advisors | 0.07% | Reduce -1.9% | 40,760 | $4.4M |
| Union Bancaire Privee, UBP SA | 0.05% | Add +38.0% | 41,004 | $4.4M |
| SBI Securities Co., Ltd. | 0.10% | Reduce -9.8% | 40,533 | $4.4M |
| Red Wave Investments LLC | 1.10% | Reduce -1.6% | 39,801 | $4.3M |
| Allie Family Office LLC | 1.60% | Add +132.3% | 39,578 | $4.3M |
| Sowell Financial Services LLC | 0.14% | Add +4.5% | 39,338 | $4.3M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +1076.5% | 39,235 | $4.3M |
| Turn8 Private Wealth Inc. | 2.81% | Reduce -33.5% | 38,609 | $4.2M |
| RFG Advisory, LLC | 0.07% | Reduce -6.2% | 38,573 | $4.2M |
| Note Advisors, LLC | 1.81% | Add +9.2% | 38,208 | $4.2M |
| Heritage Wealth Management, Inc. | 2.07% | Add +3.6% | 38,147 | $4.2M |
| J.Safra Asset Management Corp | 0.19% | Add +18.5% | 38,037 | $4.1M |
| Fairview Capital Investment Management, LLC | 0.22% | Reduce -2.5% | 37,573 | $4.1M |
| National Bank of Canada | 0.00% | Add +8.7% | 36,511 | $4.0M |
| Sagil Capital LLP | 1.93% | No change | 36,200 | $3.9M |
| BankPlus Wealth Management LLC | 1.77% | Add +11.2% | 36,155 | $3.9M |
| Good Steward Wealth Advisors,LLC | 2.38% | Add +10.4% | 36,157 | $3.9M |
| J Hagan Capital, Inc. | 1.81% | Add +6.4% | 35,782 | $3.9M |
| Roberts Financial Services LLC | 1.14% | Add +0.1% | 35,754 | $3.9M |
| Natixis Advisors, LLC | 0.00% | Add +32.5% | 35,095 | $3.8M |
| Northern Lights Advisors, Inc. | 2.08% | Add +24.6% | 35,070 | $3.8M |
| Broyhill Asset Management, LLC | 3.40% | Reduce -6.7% | 35,011 | $3.8M |
| Transamerica Financial Advisors, LLC | 0.32% | Add +1.2% | 34,422 | $3.8M |
| CVFG LLC | 0.39% | Add +7.0% | 34,108 | $3.7M |
| Brookwood Investment Group LLC | 0.43% | Add +57.6% | 33,877 | $3.7M |
| Purpose Unlimited Inc. | 0.14% | No change | 33,810 | $3.7M |
| Baker Avenue Asset Management, LP | 0.07% | Add +0.6% | 33,411 | $3.6M |
| Ssa Swiss Advisors AG | 1.37% | Reduce -1.3% | 33,356 | $3.6M |
| PKS Advisory Services, LLC | 0.58% | Reduce -6.2% | 33,147 | $3.6M |
| Global Retirement Partners, LLC | 0.06% | — | 33,124 | $3.6M |
| Mokosak Advisory Group, LLC | 0.78% | Add +0.4% | 33,009 | $3.6M |
| Vericrest Private Wealth | 3.18% | Add +22.6% | 32,805 | $3.6M |
| Waverly Advisors, LLC | 0.02% | Add +8.1% | 32,558 | $3.6M |
| Eclectic Associates Inc. | 0.40% | Add +3.5% | 32,358 | $3.5M |
| Flagstar Securities, Inc. | 1.06% | Add +3.9% | 32,296 | $3.5M |
| Calton & Associates, Inc. | 0.51% | Add +3.7% | 32,190 | $3.5M |
| Flagship Private Wealth, LLC | 1.23% | Reduce -7.1% | 31,899 | $3.5M |
| Y.D. More Investments Ltd | 0.11% | Reduce -7.3% | 31,737 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -13.8% | 31,543 | $3.4M |
| Lanark Financial, Inc. | 0.23% | Reduce -4.7% | 31,321 | $3.4M |
| SevenBridge Financial Group, LLC | 0.50% | Reduce -5.8% | 31,940 | $3.4M |
| Sage Investment Advisers LLC | 2.28% | Reduce -14.6% | 31,048 | $3.4M |
| Jacobi Capital Management LLC | 0.16% | Add +6.5% | 30,546 | $3.3M |
| Fifth Third Securities, Inc. | 0.19% | Add +7.2% | 30,508 | $3.3M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -29.7% | 30,148 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.1% | 30,023 | $3.3M |
| Phil A. Younker & Associates, Ltd. | 2.21% | No change | 30,015 | $3.3M |
| Seamount Financial Group Inc. | 1.30% | Add +2.7% | 29,528 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.7% | 28,918 | $3.2M |
| Pacifica Partners Inc. | 0.95% | Add +0.5% | 29,023 | $3.2M |
| US Bancorp \de | 0.00% | Reduce -48.1% | 28,822 | $3.1M |
| AMG National Trust Bank | 0.06% | Reduce -10.3% | 28,133 | $3.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +35.6% | 27,825 | $3.0M |
| Argyle Capital Partners, LLC | 1.91% | Reduce -5.9% | 27,737 | $3.0M |
| Sovran Advisors, LLC | 0.23% | Add +21.6% | 28,309 | $3.0M |
| Citizens Financial Group Inc. | 0.04% | Reduce -11.7% | 27,600 | $3.0M |
| Clarus Wealth Advisors | 1.13% | Add +10.1% | 27,239 | $2.9M |
| Frank, Rimerman Advisors LLC | 0.17% | Reduce -4.2% | 26,879 | $2.9M |
| Anchor Capital Advisors LLC | 0.08% | Reduce -4.7% | 26,525 | $2.9M |
| Insigneo Advisory Services, LLC | 0.11% | Add +3.0% | 26,499 | $2.9M |
| 1607 Capital Partners, LLC | 0.25% | Reduce -56.1% | 26,490 | $2.9M |
| Syntax Research, Inc. | 2.11% | Reduce -54.4% | 26,416 | $2.9M |
| New Capital Management LP | 0.64% | Add +0.8% | 25,898 | $2.8M |
| Prospera Financial Services Inc | 0.04% | Add +49.9% | 25,616 | $2.8M |
| Exit Wealth Advisors, LLC. | 1.25% | Add +26.6% | 25,168 | $2.7M |
| New England Asset Management Inc. | 0.33% | No change | 25,000 | $2.7M |
| Keel Point, LLC | 0.16% | Reduce -0.5% | 24,851 | $2.7M |
| Phoenix Financial Ltd. | 0.02% | New | 24,748 | $2.7M |
| IMA Advisory Services, Inc. | 0.17% | New | 24,507 | $2.7M |
| TT Capital Management LLC | 2.06% | Reduce -0.5% | 24,255 | $2.6M |
| Frisch Financial Group, Inc. | 0.45% | Add +5.8% | 24,139 | $2.6M |
| Lake Street Private Wealth, LLC | 0.30% | Reduce -2.5% | 23,945 | $2.6M |
| Gladwyn Financial Advisors, Inc. | 1.63% | Add +6.8% | 23,888 | $2.6M |
| Perryman Financial Advisory Inc. | 0.34% | Reduce -18.3% | 23,680 | $2.6M |
| Mgo One Seven LLC | 0.04% | Add +4.1% | 23,643 | $2.6M |
| Ironwood Financial, llc | 0.40% | Reduce -0.4% | 23,763 | $2.5M |
| Duncker Streett & Co. Inc. | 0.43% | Reduce -0.4% | 23,134 | $2.5M |
| Ballast, Inc. | 0.47% | Add +1.0% | 23,051 | $2.5M |
| Savvy Advisors, Inc. | 0.05% | Add +25.6% | 22,924 | $2.5M |
| CV Advisors LLC | 0.47% | No change | 22,712 | $2.5M |
| One Wealth Advisors, LLC | 0.27% | Add +6.9% | 22,497 | $2.5M |
| Geneos Wealth Management Inc. | 0.05% | Add +1113.1% | 22,066 | $2.4M |
| Regions Financial Corp. | 0.01% | Reduce -0.1% | 22,012 | $2.4M |
| Banco Santander, S.A. | 0.01% | Reduce -22.6% | 21,816 | $2.4M |
| Prudential PLC | 0.02% | Reduce -95.8% | 21,788 | $2.4M |
| Franklin Resources Inc. | 0.00% | Reduce -8.2% | 21,728 | $2.4M |
| Arrowroot Family Office, LLC | 0.67% | Add +43.8% | 21,528 | $2.3M |
| KG Capital Management | 1.39% | Add +4.0% | 21,473 | $2.3M |
| Aurora Private Wealth, Inc. | 1.48% | Add +12.1% | 21,430 | $2.3M |
| Bulltick Wealth Management, LLC | 0.48% | Add +3.0% | 21,385 | $2.3M |
| Procyon Advisors, LLC | 0.10% | Reduce -5.1% | 21,232 | $2.3M |
| Avior Wealth Management, LLC | 0.06% | Reduce -2.0% | 21,190 | $2.3M |
| Brady Family Wealth, LLC | 0.66% | Add +5.5% | 20,889 | $2.3M |
| Arcataur Capital Management LLC | 0.56% | Add +2.8% | 20,554 | $2.2M |
| Capital Financial Group Inc\co\ | 1.17% | Reduce -21.5% | 20,519 | $2.2M |
| Advisory Solutions Group, LLC | 0.76% | — | 20,480 | $2.2M |
| L & S Advisors Inc | 0.23% | Add +6.1% | 20,379 | $2.2M |
| Sharper & Granite LLC | 0.69% | Add +1.2% | 20,320 | $2.2M |
| Perennial Investment Advisors, LLC | 0.14% | Add +7.3% | 19,811 | $2.2M |
| Crews Bank & Trust | 0.28% | Reduce -1.3% | 19,790 | $2.2M |
| Alpha Wealth Funds, LLC | 1.33% | Reduce -1.3% | 19,677 | $2.1M |
| Evolution Wealth Advisors, LLC | 0.25% | Reduce -7.0% | 19,646 | $2.1M |
| Strategy Asset Managers LLC | 0.32% | Add +0.8% | 19,605 | $2.1M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 19,539 | $2.1M |
| Arrien Investments, Inc. | 1.07% | Reduce -0.8% | 19,427 | $2.1M |
| Castleark Management LLC | 0.06% | Add +91.8% | 19,300 | $2.1M |
| Capital CS Group, LLC | 2.99% | New | 18,778 | $2.0M |
| Vise Technologies, Inc. | 0.02% | Add +926.6% | 18,766 | $2.0M |
| First International Bank of Israel Ltd. | 0.56% | Add +177.9% | 40,926 | $2.0M |
| Bryant Woods Investment Advisors, LLC | 0.57% | New | 18,675 | $2.0M |
| Roundview Capital LLC | 0.11% | Add +9.5% | 18,596 | $2.0M |
| Rathbones Group PLC | 0.01% | Reduce -0.2% | 18,586 | $2.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -87.3% | 18,517 | $2.0M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -3.6% | 18,527 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -46.3% | 18,422 | $2.0M |
| Level Four Advisory Services, LLC | 0.06% | Add +3.5% | 18,347 | $2.0M |
| Berkeley Capital Partners, LLC | 0.41% | Add +2.1% | 18,078 | $2.0M |
| Melfa Wealth Management, Inc. | 1.05% | Add +6.1% | 17,923 | $2.0M |
| Bcwm, LLC | 0.57% | Reduce -2.6% | 17,904 | $2.0M |
| Copia Wealth Management | 1.16% | Reduce -3.9% | 17,646 | $1.9M |
| LPWM LLC | 0.42% | Add +14.6% | 17,522 | $1.9M |
| 1832 Asset Management L.P. | 0.00% | Reduce -4.7% | 17,272 | $1.9M |
| Bessemer Group Inc. | 0.00% | No change | 17,155 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -5.2% | 17,048 | $1.9M |
| BTG Pactual Asset Management US LLC | 0.14% | Reduce -64.7% | 17,017 | $1.9M |
| LexAurum Advisors, LLC | 0.21% | No change | 16,969 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Reduce -0.1% | 16,956 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 16,718 | $1.8M |
| Cambridge Advisors Inc. | 0.31% | No change | 16,390 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Add +14.1% | 16,309 | $1.8M |
| Uptown Financial Advisors LLC | 1.30% | Reduce -0.7% | 16,282 | $1.8M |
| Freedom Financial Partners LLC | 0.58% | Add +1.6% | 16,239 | $1.8M |
| Investment Advisory Group, LLC | 0.38% | Add +2.0% | 16,091 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -23.6% | 15,903 | $1.7M |
| Cosner Financial Group, LLC | 0.89% | No change | 15,861 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | No change | 15,692 | $1.7M |
| Forteris Wealth Management Inc. | 1.41% | Add +12.0% | 15,755 | $1.7M |
| Nwam LLC | 0.09% | Reduce -7.6% | 15,607 | $1.7M |
| AlTi Global, Inc. | 0.04% | Add +27.5% | 15,584 | $1.7M |
| Country Trust Bank | 0.03% | No change | 15,500 | $1.7M |
| Primoris Wealth Advisors, LLC | 0.76% | New | 15,200 | $1.7M |
| Interactive Financial Advisors, Inc. | 1.01% | Add +2.5% | 15,241 | $1.7M |
| Banco BTG Pactual S.A. | 0.22% | Add +447.3% | 15,144 | $1.7M |
| Brasada Capital Management, LP | 0.30% | Reduce -13.4% | 15,079 | $1.6M |
| Yorktown Management & Research Co Inc | 1.00% | Add +7.1% | 15,000 | $1.6M |
| Buck Wealth Strategies, LLC | 0.17% | Add +1.1% | 14,856 | $1.6M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -6.5% | 14,814 | $1.6M |
| Fiducient Advisors LLC | 0.23% | Add +0.0% | 14,791 | $1.6M |
| Marex Group Ltd | 0.01% | Reduce -11.5% | 14,751 | $1.6M |
| Nicolet Bankshares Inc. | 0.05% | Reduce -11.2% | 14,672 | $1.6M |
| Intergy Private Wealth, LLC | 0.37% | Add +16.0% | 14,611 | $1.6M |
| Independent Financial Group, LLC | 0.03% | Reduce -0.1% | 14,378 | $1.6M |
| Farrell Financial LLC | 0.84% | Reduce -25.6% | 14,171 | $1.5M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -0.5% | 14,007 | $1.5M |
| Fiduciary Financial Advisors | 0.16% | New | 14,004 | $1.5M |
| Premier Path Wealth Partners, LLC | 0.18% | Add +8.7% | 13,962 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +419.0% | 13,820 | $1.5M |
| Brian Low Financial Group, LLC | 0.88% | Add +10.5% | 13,801 | $1.5M |
| Banque Pictet & Cie SA | 0.02% | Add +187.6% | 13,769 | $1.5M |
| King Wealth Management Group | 0.16% | Reduce -4.6% | 13,656 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.1% | 13,609 | $1.5M |
| Sig Brokerage, LP | 0.24% | Reduce -70.2% | 13,575 | $1.5M |
| Capital Analysts, LLC | 0.03% | Reduce -4.1% | 13,511 | $1.5M |
| Hancock Whitney Corp. | 0.02% | Reduce -20.8% | 13,383 | $1.5M |
| Midwest Financial Group LLC | 0.51% | Reduce -72.2% | 13,380 | $1.5M |
| Brookstone Capital Management | 0.01% | Add +5.9% | 13,304 | $1.5M |
| Financial Sense Advisors, Inc. | 0.31% | Reduce -3.3% | 13,261 | $1.4M |
| Pathstone Holdings, LLC | 0.00% | Add +0.2% | 13,239 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -7.3% | 13,211 | $1.4M |
| Birch Financial Group, LLC | 0.74% | Add +8.8% | 13,154 | $1.4M |
| Warwick Investment Management, Inc. | 0.16% | Reduce -2.2% | 13,117 | $1.4M |
| Viawealth, LLC | 0.72% | Reduce -8.2% | 13,098 | $1.4M |
| Disciplined Investments, LLC | 0.46% | Add +3.8% | 13,045 | $1.4M |
| Sonata Capital Group Inc. | 0.46% | Reduce -10.5% | 12,936 | $1.4M |
| HUB Investment Partners, LLC | 0.03% | Reduce -0.3% | 12,931 | $1.4M |
| Private Trust Co. NA | 0.11% | Reduce -6.8% | 12,928 | $1.4M |
| Finer Wealth Management, Inc. | 0.63% | No change | 12,914 | $1.4M |
| VestGen Advisors, LLC | 0.04% | Reduce -2.0% | 12,858 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -4.2% | 12,821 | $1.4M |
| Simon Quick Advisors, LLC | 0.06% | Reduce -4.1% | 12,764 | $1.4M |
| Three Seasons Wealth, LLC | 0.12% | Add +125.2% | 12,565 | $1.4M |
| Wealth Advisory Solutions, LLC | 0.28% | Add +16.1% | 12,531 | $1.4M |
| Blair William & Co. | 0.00% | Add +18.8% | 12,467 | $1.4M |
| Founders Financial Alliance, LLC | 0.18% | Add +57.7% | 12,347 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -27.3% | 12,335 | $1.3M |
| True Blue Financial, LLC | 0.56% | Add +21.0% | 12,269 | $1.3M |
| True Freedom Investing, LLC | 0.10% | Reduce -3.0% | 12,251 | $1.3M |
| Cane Capital Partners, LLC | 0.54% | Add +62.5% | 12,237 | $1.3M |
| CMG Global Holdings, LLC | 0.56% | Reduce -1.7% | 12,214 | $1.3M |
| Slocum, Gordon & Co LLP | 0.88% | Add +0.2% | 12,148 | $1.3M |
| Pinkerton Wealth, LLC | 0.11% | Reduce -84.5% | 12,112 | $1.3M |
| Abacus Wealth Partners, LLC | 0.14% | No change | 12,024 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -8.7% | 11,931 | $1.3M |
| NTV Asset Management LLC | 0.13% | Add +9.0% | 11,761 | $1.3M |
| GeoWealth Management, LLC | 0.04% | Reduce -16.3% | 11,747 | $1.3M |
| Simplicity Wealth,LLC | 0.04% | Add +18.8% | 11,703 | $1.3M |
| Capitol Family Office, Inc. | 1.35% | Add +30.1% | 11,701 | $1.3M |
| CIBC Asset Management Inc | 0.00% | New | 11,700 | $1.3M |
| Boreal Capital Management LLC | 1.08% | New | 11,490 | $1.3M |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -4.3% | 11,454 | $1.2M |
| Pinebridge Investments LLC | 0.01% | Add +53.1% | 11,418 | $1.2M |
| Spectrum Strategic Capital Management, LLC | 0.62% | Reduce -7.9% | 11,417 | $1.2M |
| Montecito Bank & Trust | 0.18% | No change | 11,144 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +92.7% | 11,023 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -3.0% | 10,904 | $1.2M |
| Arrow Investment Advisors, LLC | 1.15% | No change | 10,860 | $1.2M |
| Silverlake Wealth Management LLC | 0.23% | Reduce -2.3% | 10,813 | $1.2M |
| Florin Court Capital LLP | 1.92% | New | 10,800 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Add +20.2% | 10,737 | $1.2M |
| Marble Wealth, LLC | 0.18% | Reduce -12.8% | 10,711 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +27.5% | 10,665 | $1.2M |
| American Financial & Tax Strategies Inc. | 0.52% | Reduce -0.5% | 10,649 | $1.2M |
| Aspiriant, LLC | 0.03% | Reduce -0.1% | 10,640 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -2.6% | 10,496 | $1.1M |
| Alterna Wealth Management, Inc. | 0.66% | Reduce -57.3% | 10,484 | $1.1M |
| Ascent Group, LLC | 0.03% | Reduce -10.8% | 10,450 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +9.6% | 10,314 | $1.1M |
| Northeast Planning Associates, Inc. / NH / | 0.84% | New | 11,213 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +7.3% | 10,287 | $1.1M |
| Life Planning Partners, Inc | 0.83% | Add +17.3% | 10,185 | $1.1M |
| Laurel Wealth Advisors LLC | 0.11% | Reduce -1.4% | 10,172 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +9.6% | 10,149 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.35% | Reduce -21.3% | 9,951 | $1.1M |
| City Center Advisors, LLC | 0.87% | Add +23.2% | 9,896 | $1.1M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.08% | Reduce -0.1% | 9,890 | $1.1M |
| Innealta Capital, LLC | 0.58% | Reduce -1.2% | 9,889 | $1.1M |
| Stronghold Wealth Management L.L.C. | 1.44% | Add +4.3% | 9,877 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -4.0% | 9,840 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -6.0% | 9,833 | $1.1M |
| ShoreHaven Wealth Partners, LLC | 0.33% | Reduce -8.4% | 9,758 | $1.1M |
| Roman Butler Fullerton & Co. | 0.25% | No change | 9,712 | $1.1M |
| Moors & Cabot, Inc. | 0.04% | Add +0.7% | 9,691 | $1.1M |
| Lido Advisors, LLC | 0.00% | Reduce -22.4% | 9,661 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +78.2% | 9,612 | $1.0M |
| GWN Securities Inc. | 0.17% | Reduce -0.8% | 9,559 | $1.0M |
| Mandatum Life Insurance Co Ltd | 0.19% | Reduce -49.4% | 9,520 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +9.5% | 9,484 | $1.0M |
| Evergreen Capital Management LLC | 0.02% | Reduce -4.0% | 9,395 | $1.0M |
| HighMark Wealth Management LLC | 0.34% | Add +3.8% | 9,335 | $1.0M |
| Bellecapital International Ltd. | 0.16% | No change | 9,173 | $1.0M |
| Titleist Asset Management, LLC | 0.07% | No change | 9,172 | $1.0M |
| Biondo Investment Advisors, LLC | 0.12% | Add +9.6% | 8,988 | $980K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -10.6% | 8,977 | $979K |
| Strategic Blueprint, LLC | 0.05% | Add +34.7% | 8,975 | $979K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -2.7% | 8,879 | $968K |
| Camelot Technology Advisors, Inc. | 0.66% | Reduce -3.8% | 8,874 | $968K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.6% | 8,846 | $965K |
| Bokf, NA | 0.01% | Add +2732.2% | 8,808 | $961K |
| Verus Capital Partners, LLC | 0.05% | Reduce -2.2% | 8,711 | $950K |
| American Capital Management Inc. | 0.04% | New | 8,702 | $949K |
| Main Street Financial Solutions, LLC | 0.06% | Add +0.5% | 8,629 | $941K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.6% | 8,616 | $940K |
| Kelly Financial Services LLC | 0.20% | Reduce -3.5% | 8,526 | $930K |
| Cypress Financial Planning LLC | 0.23% | Reduce -6.6% | 8,500 | $927K |
| FIL Ltd | 0.00% | Add +6.3% | 8,500 | $927K |
| Sincerus Advisory, LLC | 0.62% | Reduce -3.3% | 8,434 | $920K |
| Adams Asset Advisors, LLC | 0.11% | Reduce -1.0% | 8,399 | $916K |
| Mount Lucas Management LP | 0.33% | Add +2.6% | 8,390 | $915K |
| Quantum Financial Partners LLC | 0.47% | — | 8,375 | $913K |
| Virtue Capital Management, LLC | 0.12% | Add +73.5% | 8,168 | $891K |
| Tempus Wealth Planning, LLC | 0.17% | Add +2.8% | 8,167 | $891K |
| PW Nova Financial Services LLC | 0.19% | New | 8,107 | $884K |
| MMBG Investment Advisors Co. | 0.07% | Add +8.3% | 8,088 | $882K |
| Plan Group Financial, LLC | 0.18% | Reduce -19.2% | 8,042 | $877K |
| Oxinas Partners, LLC | 0.35% | Add +29.5% | 8,030 | $876K |
| Advisors Asset Management, Inc. | 0.01% | Add +2.4% | 7,991 | $872K |
| Triumph Capital Management | 0.16% | Add +38.3% | 7,971 | $869K |
| StoneX Group Inc. | 0.03% | Reduce -25.4% | 7,941 | $866K |
| Glen Eagle Advisors, LLC | 0.11% | Add +117.9% | 7,691 | $839K |
| Maridea Wealth Management LLC | 0.09% | Add +10.7% | 7,685 | $838K |
| Net Worth Advisory Group | 0.21% | Reduce -92.7% | 7,668 | $836K |
| Investment House LLC | 0.04% | No change | 7,594 | $828K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Reduce -14.2% | 7,592 | $828K |
| Ehrlich Financial Group | 0.43% | Add +0.4% | 7,587 | $828K |
| VestGen Investment Management | 0.44% | Reduce -3.8% | 7,551 | $824K |
| Trivium Point Advisory, LLC | 0.07% | New | 7,528 | $821K |
| Choreo, LLC | 0.01% | Reduce -9.9% | 7,493 | $817K |
| Focus Financial Network, Inc. | 0.03% | Reduce -7.7% | 7,488 | $817K |
| Orleans Capital Management Corp. | 0.41% | No change | 7,335 | $800K |
| WESPAC Advisors, LLC | 0.39% | Add +1.9% | 7,327 | $799K |
| Landscape Capital Management, L.L.C. | 0.05% | No change | 7,321 | $799K |
| White Pine Capital LLC | 0.18% | Add +0.2% | 7,171 | $782K |
| Northstar Advisory Group, LLC | 0.24% | No change | 7,098 | $774K |
| Crestwood Advisors Group, LLC | 0.01% | Add +13.2% | 7,097 | $774K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.1% | 7,066 | $771K |
| RDA Financial Network | 0.17% | Reduce -6.5% | 7,022 | $766K |
| Garner Asset Management Corp | 0.25% | Reduce -2.8% | 7,020 | $766K |
| Roger Wittlin Investment Advisory, LLC | 0.60% | Add +3.7% | 6,952 | $758K |
| Canvas Wealth Advisors, LLC | 0.11% | Add +52.8% | 6,945 | $757K |
| Hudson Portfolio Management LLC | 0.56% | Add +15.9% | 6,756 | $737K |
| Creative Financial Designs Inc. | 0.04% | Reduce -15.2% | 6,753 | $737K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -2.7% | 6,661 | $726K |
| Rockingstone Advisors LLC | 0.29% | Reduce -0.2% | 6,636 | $724K |
| Cherrydale Wealth Management, LLC | 0.19% | Add +1.2% | 6,627 | $723K |
| Blue Capital, Inc. | 0.46% | Reduce -62.9% | 6,617 | $722K |
| Hohimer Wealth Management, LLC | 0.07% | No change | 6,605 | $720K |
| CoreCap Advisors, LLC | 0.02% | Reduce -25.6% | 6,603 | $720K |
| Arlington Capital Management, Inc. | 0.45% | Add +10.1% | 6,565 | $716K |
| Clarendon Private LLC | 0.46% | Add +0.9% | 6,516 | $711K |
| Wealth Alliance, LLC | 0.06% | Reduce -28.6% | 6,514 | $710K |
| AQR Capital Management | 0.00% | Add +19.3% | 6,354 | $693K |
| LongView Wealth Management | 0.18% | Add +14.0% | 6,335 | $691K |
| Founders Grove Wealth Partners, LLC | 0.14% | Add +3.5% | 6,333 | $691K |
| International Private Wealth Advisors LLC | 0.36% | Reduce -10.3% | 6,332 | $691K |
| Saxony Capital Management, LLC | 0.32% | New | 6,314 | $689K |
| Greenup Street Wealth Management LLC | 0.08% | Add +0.3% | 6,302 | $687K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.1% | 6,285 | $686K |
| Allworth Financial LP | 0.00% | Reduce -1.8% | 6,250 | $682K |
| Hyundai Investments Co., Ltd. | 0.74% | Add +21.1% | 6,204 | $681K |
| Sapient Capital LLC | 0.01% | New | 6,234 | $680K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 6,201 | $676K |
| Ofc Financial Planning, LLC | 0.60% | Reduce -5.0% | 6,186 | $675K |
| Omega Financial Group, LLC | 0.20% | Add +0.3% | 6,133 | $669K |
| Advyzon Investment Management, LLC | 0.05% | Add +2.4% | 6,131 | $669K |
| Lazari Capital Management, Inc. | 0.21% | Add +1.2% | 6,116 | $667K |
| Guardian Partners Inc. | 0.06% | Reduce -0.7% | 6,116 | $667K |
| Saiph Capital, LLC | 0.20% | Add +6.1% | 6,051 | $660K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.1% | 6,016 | $656K |
| Kovack Advisors, Inc. | 0.03% | Reduce -74.5% | 5,977 | $649K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -5.8% | 5,939 | $648K |
| Adaptive Financial Consulting, LLC | 0.23% | Add +2.1% | 5,917 | $645K |
| Cresset Asset Management, LLC | 0.00% | Add +59.8% | 5,914 | $645K |
| Thrive Capital Management, LLC | 0.12% | Reduce -3.0% | 5,855 | $639K |
| Godfrey Financial Associates, Inc. | 0.49% | Add +2.8% | 5,848 | $638K |
| City State Bank | 0.15% | Reduce -1.3% | 5,836 | $637K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -31.2% | 5,823 | $635K |
| PFG Advisors | 0.03% | Reduce -5.2% | 5,802 | $633K |
| Ledyard National Bank | 0.05% | Add +0.2% | 5,794 | $632K |
| Kaizen Financial Strategies | 0.25% | Add +0.3% | 5,822 | $631K |
| Krilogy Financial LLC | 0.02% | Reduce -2.0% | 5,733 | $625K |
| Diversified Enterprises, LLC | 0.03% | Reduce -5.9% | 5,729 | $625K |
| Lewis Asset Management, LLC | 0.22% | Add +0.1% | 5,725 | $624K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -34.3% | 5,670 | $618K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.5% | 5,660 | $617K |
| 10Elms LLP | 0.28% | Add +3.0% | 5,638 | $615K |
| GTS Securities LLC | 0.01% | Add +78.1% | 5,629 | $614K |
| Delta Financial Advisors LLC | 0.15% | No change | 5,625 | $614K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +198.5% | 5,594 | $610K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +0.8% | 5,518 | $602K |
| McDonald Partners LLC | 0.15% | Add +78.8% | 5,505 | $600K |
| SlateStone Wealth, LLC | 0.05% | No change | 5,490 | $599K |
| Hollencrest Capital Management | 0.04% | Reduce -26.0% | 5,482 | $598K |
| IFP Advisors, Inc | 0.01% | Reduce -19.0% | 5,468 | $596K |
| Cibc World Market Inc. | 0.00% | Reduce -34.9% | 5,468 | $596K |
| Gallagher Capital Advisors, LLC | 0.34% | Reduce -13.0% | 5,464 | $596K |
| Intesa Sanpaolo Wealth Management | 0.12% | Add +28.5% | 5,463 | $596K |
| Legacy Wealth Managment, LLC | 0.24% | Add +24559.1% | 5,425 | $592K |
| TFB Advisors LLC | 0.26% | Reduce -3.9% | 5,418 | $591K |
| United Asset Strategies, Inc. | 0.04% | Add +105.6% | 5,387 | $588K |
| Waystone Advisors LLC | 0.44% | Reduce -10.0% | 5,349 | $583K |
| Wealthspire Advisors, LLC | 0.00% | Add +19.7% | 5,339 | $582K |
| Weaver Consulting Group | 0.12% | Add +37.1% | 5,327 | $581K |
| Fonville Wealth Management LLC | 0.09% | Reduce -2.1% | 5,325 | $581K |
| Koshinski Asset Management, Inc. | 0.03% | Add +38.5% | 5,324 | $581K |
| Sheets Smith Wealth Management | 0.06% | Add +0.1% | 5,313 | $580K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 5,300 | $578K |
| Everstar Asset Management, LLC | 0.28% | Reduce -0.4% | 5,295 | $578K |
| Arkadios Wealth Advisors | 0.01% | Reduce -9.1% | 5,269 | $575K |
| Sierra Capital LLC | 0.06% | New | 5,451 | $574K |
| Fairscale Capital, LLC | 0.34% | Reduce -15.0% | 5,200 | $567K |
| Laurel Oak Wealth Management, LLC | 0.08% | Reduce -32.4% | 5,108 | $557K |
| Stonebridge Advisors LLC | 3.98% | New | 5,071 | $553K |
| M3 Advisory Group, LLC | 0.29% | No change | 5,065 | $552K |
| Granville Capital, Inc. | 0.24% | Add +7.1% | 5,011 | $547K |
| Ghe, LLC | 0.21% | New | 5,000 | $545K |
| Texas Bank & Trust Co | 0.18% | Reduce -20.4% | 4,979 | $543K |
| Neumann Capital Management, LLC | 0.36% | Reduce -2.7% | 4,975 | $543K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -2.5% | 4,964 | $541K |
| 17 Capital Partners, LLC | 0.24% | Add +19.0% | 4,943 | $539K |
| Heritage Trust Co | 0.05% | Reduce -1.9% | 4,893 | $534K |
| Seeds Investor LLC | 0.05% | New | 4,887 | $533K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -1.6% | 4,880 | $532K |
| GK Wealth Management LLC | 0.32% | New | 4,878 | $532K |
| Gradient Capital Advisors, LLC | 0.12% | Reduce -1.7% | 4,864 | $531K |
| Plancorp, LLC | 0.01% | New | 4,922 | $526K |
| Solstein Capital, LLC | 0.18% | Reduce -1.1% | 4,825 | $526K |
| Farringdon Capital, Ltd. | 0.26% | Reduce -38.3% | 4,816 | $525K |
| HB Wealth Management, LLC | 0.00% | Reduce -20.1% | 4,802 | $524K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 4,750 | $518K |
| Independent Advisor Alliance | 0.01% | Reduce -95.7% | 4,749 | $518K |
| Cidel Asset Management Inc. | 0.02% | No change | 4,726 | $515K |
| Activest Wealth Management | 0.10% | Add +553.2% | 4,716 | $514K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -7.2% | 4,703 | $513K |
| Forte Asset Management LLC | 0.21% | Add +6.5% | 4,657 | $508K |
| Asset Dedication, LLC | 0.03% | Add +225.3% | 4,646 | $507K |
| Wealthgarden F.S. LLC | 0.29% | Reduce -51.7% | 4,638 | $506K |
| Sensible Money, LLC | 0.13% | New | 4,637 | $506K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -5.0% | 4,622 | $504K |
| Parallel Advisors, LLC | 0.01% | Reduce -12.0% | 4,533 | $495K |
| Operose Advisors LLC | 0.10% | Add +69.2% | 4,506 | $491K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 4,500 | $491K |
| Hudock, Inc. | 0.06% | Add +2.0% | 4,496 | $490K |
| TRUE Private Wealth Advisors | 0.04% | No change | 4,461 | $487K |
| McAdam, LLC | 0.02% | Reduce -22.4% | 4,384 | $478K |
| Daymark Wealth Partners, LLC | 0.01% | Add +65.1% | 4,363 | $476K |
| Independence Bank of Kentucky | 0.05% | No change | 4,323 | $472K |
| Claro Advisors Inc. | 0.05% | Reduce -6.1% | 4,319 | $471K |
| Sound Income Strategies, LLC | 0.02% | Add +1.1% | 4,319 | $471K |
| Asempa Wealth Advisors | 0.36% | New | 4,314 | $470K |
| Haverford Trust Co | 0.00% | No change | 4,312 | $470K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.0% | 4,311 | $470K |
| Ridgewood Investments LLC | 0.18% | Reduce -21.2% | 4,295 | $468K |
| ABLE Financial Group, LLC | 0.08% | No change | 4,157 | $453K |
| Modera Wealth Management, LLC | 0.00% | Reduce -9.1% | 4,138 | $451K |
| Midwest Trust Co | 0.01% | Reduce -6.0% | 4,119 | $449K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -55.1% | 4,095 | $447K |
| Worth Financial Advisory Group, LLC | 0.19% | New | 4,095 | $447K |
| Proficio Capital Partners LLC | 0.02% | No change | 4,086 | $446K |
| Graetz Wealth LLC | 0.35% | Add +2.6% | 4,069 | $444K |
| Tiemann Investment Advisors, LLC | 0.16% | Reduce -0.7% | 4,067 | $444K |
| Western Wealth Management, LLC | 0.01% | Add +30.1% | 4,062 | $443K |
| Valeo Financial Advisors, LLC | 0.01% | Add +39.8% | 4,034 | $440K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -47.0% | 4,034 | $440K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.7% | 4,027 | $439K |
| Berger Financial Group, Inc | 0.02% | Reduce -23.8% | 4,013 | $438K |
| Vision Financial Markets LLC | 0.38% | No change | 4,000 | $436K |
| Independent Wealth Network Inc. | 0.11% | Reduce -1.5% | 3,987 | $435K |
| Two West Capital Advisors LLC | 0.22% | Add +1.1% | 4,048 | $434K |
| Axis Wealth Partners, LLC | 0.21% | Reduce -3.6% | 3,962 | $432K |
| Planned Solutions, Inc. | 0.12% | No change | 3,942 | $430K |
| Diversified Portfolios, Inc. | 0.03% | New | 3,931 | $429K |
| S&A Financial Services, Inc. | 0.26% | Add +0.1% | 3,914 | $427K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -35.9% | 3,892 | $425K |
| Caitlin John, LLC | 0.23% | Reduce -1.4% | 3,862 | $421K |
| Peregrine Asset Advisers, Inc. | 0.09% | Reduce -0.5% | 3,855 | $420K |
| Meridian Wealth Management, LLC | 0.01% | Add +10.1% | 3,838 | $419K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,834 | $418K |
| MSH Capital Advisors LLC | 0.07% | Reduce -6.8% | 3,832 | $418K |
| Fiduciary Trust Co | 0.00% | No change | 3,803 | $415K |
| Advisory Alpha, LLC | 0.01% | Reduce -4.5% | 3,782 | $413K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,748 | $409K |
| Steinberganna Wealth Management | 0.17% | Reduce -4.3% | 3,745 | $408K |
| WealthShield Partners, LLC | 0.06% | Reduce -60.6% | 3,726 | $406K |
| Caldwell Trust Co | 0.03% | Add +3.5% | 3,726 | $406K |
| Valor Advisors LLC | 0.30% | Reduce -30.3% | 3,710 | $405K |
| First Commonwealth Financial Corp | 0.06% | Add +24.5% | 3,663 | $400K |
| Argent Trust Co | 0.01% | No change | 3,653 | $398K |
| XY Planning Network, Inc. | 0.05% | Reduce -0.2% | 3,651 | $398K |
| Miller Capital Partners, Inc. | 0.16% | Reduce -2.1% | 3,640 | $397K |
| BLB&B Advisors, LLC | 0.01% | Reduce -21.3% | 3,634 | $396K |
| Tradewinds, LLC. | 0.09% | Reduce -71.5% | 532 | $396K |
| Bison Wealth, LLC | 0.04% | Add +24.8% | 3,618 | $393K |
| SimpliFi, Inc. | 0.16% | Add +1.2% | 3,600 | $393K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -10.5% | 3,548 | $387K |
| OxenFree Capital LLC | 0.18% | Add +0.1% | 3,574 | $386K |
| Lakeridge Wealth Management LLC | 0.14% | Reduce -78.6% | 3,507 | $383K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +0.1% | 3,505 | $382K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.5% | 3,497 | $381K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +0.2% | 3,502 | $380K |
| Midwestern Financial, LLC | 0.26% | Reduce -11.5% | 3,449 | $376K |
| Cottage Street Advisors LLC | 0.15% | Reduce -8.5% | 3,443 | $376K |
| Investments & Financial Planning, LLC | 0.18% | Reduce -0.9% | 3,410 | $372K |
| Riverbend Wealth Management, LLC | 0.19% | Add +3.1% | 3,403 | $371K |
| J. Derek Lewis & Associates Inc. | 0.07% | No change | 3,342 | $365K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +110.5% | 3,316 | $362K |
| OneAscent Financial Services LLC | 0.02% | Reduce -32.2% | 3,315 | $362K |
| Resurgent Financial Advisors LLC | 0.10% | Add +3.3% | 3,301 | $360K |
| 1ST Source Bank | 0.02% | Add +3.4% | 3,284 | $358K |
| ProVise Management Group, LLC | 0.02% | No change | 3,272 | $357K |
| FSM Wealth Advisors, LLC | 0.04% | Add +27.3% | 3,262 | $356K |
| HCR Wealth Advisors | 0.03% | Reduce -4.0% | 3,257 | $355K |
| Mezzasalma Advisors, LLC | 0.07% | Reduce -3.9% | 3,253 | $355K |
| Indiana Trust & Investment Management Co | 0.10% | No change | 3,238 | $353K |
| Peak Financial Management, Inc. | 0.08% | Add +3.0% | 3,221 | $351K |
| Trust Co | 0.03% | New | 3,215 | $351K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.7% | 30,990 | $350K |
| Smallwood Wealth Investment Management, LLC | 0.15% | No change | 3,156 | $344K |
| Dorsey Wright & Associates | 0.06% | Reduce -85.9% | 3,148 | $343K |
| Emerald Investment Advisers, LLC | 0.02% | Add +36.6% | 3,148 | $343K |
| Mission Wealth Management, LP | 0.00% | Add +0.4% | 3,115 | $340K |
| Reliant Investment Partners, LLC | 0.23% | No change | 3,091 | $337K |
| Ieq Capital, LLC | 0.00% | Reduce -65.1% | 3,068 | $335K |
| Keystone Wealth Services, LLC | 0.06% | Add +0.1% | 3,010 | $328K |
| AE Wealth Management LLC | 0.00% | Reduce -44.0% | 2,983 | $325K |
| BHK Investment Advisors, LLC | 0.10% | Add +8.6% | 2,983 | $325K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +20.2% | 2,963 | $323K |
| Etesian Wealth Advisors, Inc. | 0.10% | Reduce -22.4% | 2,958 | $323K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -6.2% | 2,953 | $322K |
| CNB Bank | 0.13% | Reduce -2.9% | 2,942 | $321K |
| Bank of New Hampshire | 0.07% | Add +38.9% | 2,938 | $320K |
| Camarda Financial Advisors, LLC | 0.10% | Add +12.4% | 2,917 | $318K |
| Meadow Creek Wealth Advisors LLC | 0.19% | Reduce -1.0% | 2,914 | $318K |
| RPg Family Wealth Advisory, LLC | 0.05% | Reduce -3.7% | 2,905 | $317K |
| Rose Capital Advisors LLC | 0.17% | — | 2,892 | $315K |
| Personal Cfo Solutions, LLC | 0.05% | No change | 2,872 | $313K |
| NorthRock Partners, LLC | 0.00% | Add +12.0% | 2,867 | $313K |
| TigerOak Management, L.L.C. | 0.09% | Reduce -3.6% | 2,853 | $311K |
| Stonebridge Financial Group, LLC | 0.04% | — | 2,851 | $310K |
| Csenge Advisory Group | 0.01% | Reduce -6.0% | 2,840 | $310K |
| Christensen, King & Associates Investment Services, Inc. | 0.12% | No change | 2,784 | $304K |
| Entrewealth, LLC | 0.11% | New | 2,853 | $303K |
| Pioneer Wealth Management Group | 0.07% | Add +0.0% | 2,772 | $302K |
| TSA Wealth Managment LLC | 0.09% | Reduce -5.6% | 2,771 | $302K |
| Old Mission Investment Co LLC | 0.06% | No change | 2,770 | $302K |
| Wealth Effects LLC | 0.08% | Add +1.0% | 2,740 | $299K |
| Summit Wealth Partners, LLC | 0.04% | Add +9.6% | 2,703 | $295K |
| Fiduciary Alliance LLC | 0.02% | New | 2,697 | $294K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,682 | $293K |
| Avaii Wealth Management, LLC | 0.09% | Reduce -2.4% | 2,679 | $292K |
| PFG Investments, LLC | 0.01% | Reduce -0.8% | 2,666 | $291K |
| Spire Wealth Management | 0.01% | Reduce -75.4% | 2,665 | $291K |
| Cerity Partners Retirement Plan Advisors LLC | 0.12% | Add +23.1% | 2,624 | $288K |
| ARS Wealth Advisors Group, LLC | 0.02% | Add +0.7% | 2,634 | $287K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +38.6% | 2,633 | $287K |
| CVA Family Office, LLC | 0.03% | Reduce -11.4% | 2,620 | $286K |
| Acorn Wealth Advisors, LLC | 0.07% | Add +27.3% | 2,601 | $284K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -25.5% | 2,591 | $283K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,551 | $278K |
| Bluedoor Private Wealth, LLC | 0.12% | Reduce -5.7% | 2,512 | $274K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -31.4% | 2,511 | $274K |
| TCTC Holdings, LLC | 0.01% | New | 2,500 | $273K |
| Fourth Dimension Wealth, LLC | 0.09% | Reduce -1.7% | 2,498 | $272K |
| Amicus Financial Advisors, LLC | 0.07% | Add +0.0% | 2,496 | $272K |
| Bucket List Wealth Management, LLC | 0.13% | Add +34.2% | 2,493 | $272K |
| Harmony Asset Management LLC | 0.07% | Reduce -25.5% | 2,465 | $269K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -7.0% | 2,463 | $269K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -5.3% | 2,463 | $269K |
| DAVENPORT & Co LLC | 0.00% | Add +0.9% | 2,461 | $268K |
| Winthrop Advisory Group LLC | 0.02% | Reduce -12.6% | 2,428 | $265K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.7% | 2,418 | $264K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,399 | $262K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.8% | 2,387 | $260K |
| Palouse Capital Management, Inc. | 0.17% | Reduce -28.7% | 2,386 | $260K |
| American Trust | 0.02% | Add +3.0% | 2,385 | $260K |
| Madrid Financial Services | 0.14% | Add +0.9% | 2,375 | $259K |
| Shaker Investments LLC | 0.09% | Add +0.3% | 2,360 | $257K |
| Wick Capital Partners, LLC | 0.04% | No change | 2,353 | $257K |
| Vident Advisory, LLC | 0.00% | Reduce -11.3% | 2,352 | $257K |
| Prostatis Group LLC | 0.06% | Reduce -17.5% | 2,350 | $256K |
| Invested Advisors | 0.23% | Reduce -29.1% | 2,343 | $256K |
| Empirical Asset Management, LLC | 0.06% | Add +0.3% | 2,342 | $255K |
| Market Street Wealth Management Advisors LLC | 0.04% | Reduce -1.5% | 2,337 | $255K |
| Kesler, Norman & Wride, LLC | 0.04% | Add +2.5% | 2,336 | $255K |
| NWF Advisory Services Inc. | 0.02% | Reduce -20.6% | 2,329 | $254K |
| TPG Advisors LLC | 0.14% | No change | 2,325 | $254K |
| Smith Shellnut Wilson LLC | 0.09% | New | 2,300 | $251K |
| Compass Financial Management LLC | 0.03% | — | 2,309 | $251K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.8% | 2,298 | $251K |
| Vermillion & White Wealth Management Group, LLC | 0.12% | Reduce -4.9% | 2,260 | $246K |
| Chapin Davis, Inc. | 0.04% | Add +0.1% | 2,236 | $244K |
| Risk Paradigm Group, LLC | 0.19% | Reduce -1.6% | 2,225 | $243K |
| Inspire Advisors, LLC | 0.02% | Add +6.0% | 2,224 | $243K |
| Picton Mahoney Asset Management | 0.00% | No change | 2,220 | $242K |
| Truefg, LLC | 0.06% | Add +6.4% | 2,211 | $241K |
| United Financial Planning Group LLC | 0.12% | Add +1.1% | 2,178 | $238K |
| Breakwater Capital Group | 0.03% | Add +1.3% | 2,178 | $238K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.08% | — | 2,174 | $237K |
| Northwest Bancshares, Inc. | 0.04% | No change | 2,173 | $237K |
| Dumont & Blake Investment Advisors LLC | 0.05% | Reduce -5.9% | 2,153 | $235K |
| Zenith Solutions, Inc. | 0.21% | — | 2,142 | $234K |
| Angel Oak Capital Advisors, LLC | 0.29% | Reduce -68.8% | 2,140 | $233K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,126 | $232K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +1.1% | 2,121 | $231K |
| Redwood Investment Management, LLC | 0.02% | Reduce -11.2% | 2,121 | $231K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | Add +5172.5% | 2,109 | $230K |
| Gilpin Wealth Management, LLC | 0.16% | Reduce -0.1% | 2,087 | $228K |
| Wallington Asset Management, LLC | 0.03% | Add +9.2% | 2,085 | $227K |
| Davis Wealth Advisors, LLC | 0.17% | New | 2,074 | $226K |
| Cpwa, LLC | 0.26% | Reduce -3.8% | 2,074 | $226K |
| Maxele Advisors, LLC | 0.16% | — | 2,054 | $224K |
| Crown Wealth Group, LLC | 0.06% | New | 2,034 | $222K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -12.5% | 2,030 | $221K |
| Vista Cima Wealth Management LLC | 0.16% | No change | 2,020 | $220K |
| Rothschild Investment LLC | 0.01% | No change | 2,010 | $219K |
| High Point Wealth Management, LLC | 0.18% | No change | 2,000 | $218K |
| Peak Wealth Management LLC | 0.15% | No change | 2,000 | $218K |
| Key Financial Inc | 0.04% | Reduce -2.1% | 2,000 | $218K |
| Thompson Siegel & Walmsley LLC | 0.00% | Reduce -2.5% | 2,000 | $218K |
| Facet Wealth, Inc. | 0.00% | Reduce -33.8% | 1,998 | $218K |
| Richardson Financial Services Inc. | 0.12% | Reduce -0.5% | 1,983 | $216K |
| Fragasso Financial Advisors Inc | 0.01% | Add +0.6% | 1,982 | $216K |
| Fortis Advisors, LLC | 0.10% | Reduce -30.8% | 1,975 | $215K |
| Revisor Wealth Management LLC | 0.05% | Add +1.0% | 1,964 | $214K |
| Comprehensive Money Management Services LLC | 0.13% | No change | 1,950 | $213K |
| Texas Yale Capital Corp. | 0.00% | No change | 1,949 | $213K |
| Belvedere Trading LLC | 0.02% | New | 1,931 | $211K |
| RiverGlades Family Offices LLC | 0.10% | No change | 1,926 | $210K |
| Caldwell Sutter Capital, Inc. | 0.08% | Reduce -5.5% | 1,926 | $210K |
| D.B. Root & Company, LLC | 0.04% | New | 1,924 | $210K |
| Fortis Capital Management LLC | 0.02% | Reduce -0.3% | 1,921 | $210K |
| Breachway Investments LLC | 0.32% | No change | 1,921 | $210K |
| International Assets Investment Management, LLC | 0.01% | Add +3.1% | 1,930 | $209K |
| Forum Financial Management, LP | 0.00% | New | 1,917 | $209K |
| Finley Financial, LLC | 0.08% | No change | 1,900 | $207K |
| Signal Advisors Wealth, LLC | 0.01% | New | 1,890 | $206K |
| Beacon Financial Group | 0.02% | No change | 1,884 | $205K |
| SCS Capital Management LLC | 0.00% | No change | 1,883 | $205K |
| Norden Group LLC | 0.02% | Reduce -1.6% | 1,882 | $205K |
| Parsons Capital Management Inc. | 0.01% | Reduce -8.4% | 1,859 | $203K |
| Wedgewood Investors Inc. | 0.21% | No change | 1,848 | $202K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.2% | 1,790 | $195K |
| Covestor Ltd | 0.11% | Reduce -2.8% | 1,779 | $194K |
| Imprint Wealth LLC | 0.78% | Add +6.9% | 1,761 | $192K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +29.0% | 1,755 | $191K |
| Chapman Financial Group, LLC | 0.13% | No change | 1,754 | $191K |
| Continuum Advisory, LLC | 0.01% | New | 1,669 | $182K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 1,645 | $179K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,587 | $173K |
| Quent Capital, LLC | 0.01% | No change | 1,577 | $172K |
| Westfuller Advisors, LLC | 0.06% | Reduce -4.7% | 1,553 | $169K |
| Blue Trust, Inc. | 0.00% | Add +116.5% | 1,522 | $166K |
| Signature Equity Partners, LLC | 0.08% | Add +60.3% | 1,508 | $165K |
| Consultiva Wealth Management, Corp. | 0.37% | No change | 1,488 | $162K |
| Ameliora Wealth Management Ltd. | 0.05% | No change | 1,475 | $161K |
| Templeton & Phillips Capital Management, LLC | 0.11% | No change | 1,416 | $154K |
| Adirondack Trust Co. | 0.05% | Reduce -3.1% | 1,407 | $153K |
| Bogart Wealth, LLC | 0.01% | Add +1.0% | 1,401 | $153K |
| Ameriflex Group, Inc. | 0.06% | Add +65.7% | 1,360 | $148K |
| Synergy Investment Management, LLC | 0.04% | Add +2576.9% | 1,392 | $148K |
| Ancora Advisors LLC | 0.00% | Reduce -4.7% | 1,345 | $147K |
| Whittier Trust Co. | 0.00% | No change | 1,283 | $139K |
| City Holding Co. | 0.02% | Add +0.8% | 1,273 | $139K |
| AlphaCentric Advisors LLC | 0.12% | Add +4.9% | 1,256 | $137K |
| Powell Investment Advisors, LLC | 0.04% | Add +1.0% | 1,247 | $136K |
| Webster Bank, N. A. | 0.01% | No change | 1,187 | $129K |
| North Star Investment Management Corp. | 0.01% | Add +0.9% | 1,176 | $128K |
| Centaurus Financial, Inc. | 0.00% | Reduce -2.0% | 1,147 | $125K |
| Financial Consulate, Inc. | 0.01% | No change | 1,126 | $123K |
| Winch Advisory Services, LLC | 0.02% | Add +588.6% | 1,088 | $119K |
| Rossby Financial, LCC | 0.02% | Reduce -15.1% | 1,075 | $117K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 1,066 | $116K |
| Olistico Wealth, LLC | 0.05% | No change | 1,050 | $115K |
| Transce3nd, LLC | 0.98% | New | 1,034 | $111K |
| Burnham & Co LLC | 0.09% | — | 1,000 | $109K |
| Vision Retirement, LLC | 0.03% | Reduce -11.1% | 997 | $109K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 965 | $105K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -31.1% | 968 | $103K |
| Raffa Wealth Management, LLC | 0.01% | No change | 910 | $99K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Reduce -11.3% | 906 | $99K |
| Banque Transatlantique SA | 0.00% | New | 904 | $99K |
| Johnson Financial Group, Inc. | 0.00% | No change | 900 | $98K |
| Mather Group, Llc. | 0.00% | Add +213.7% | 872 | $95K |
| Front Row Advisors LLC | 0.03% | No change | 888 | $94K |
| FWL Investment Management, LLC | 0.02% | Add +73.8% | 848 | $92K |
| Wellington-Altus USA Inc. | 0.07% | No change | 839 | $91K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 800 | $86K |
| Banque Cantonale Vaudoise | 0.00% | No change | 790 | $86K |
| Signature Resources Capital Management, LLC | 0.03% | Add +112.8% | 783 | $85K |
| Barrett & Company, Inc. | 0.02% | No change | 778 | $85K |
| Golden State Wealth Management, LLC | 0.01% | Add +32.8% | 777 | $85K |
| Security National Bank of Sioux City Iowa | 0.03% | New | 739 | $81K |
| Register Financial Advisors LLC | 0.02% | No change | 739 | $81K |
| Colonial Trust Co / SC | 0.01% | Add +1.2% | 733 | $80K |
| Dogwood Wealth Management LLC | 0.03% | Add +29.4% | 731 | $80K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.8% | 711 | $78K |
| Eastern Bank | 0.00% | Reduce -46.5% | 681 | $74K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 675 | $74K |
| MRP Capital Investments, LLC | 0.05% | No change | 650 | $71K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -31.2% | 649 | $71K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 636 | $69K |
| Larson Financial Group LLC | 0.00% | Reduce -78.0% | 631 | $69K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -59.0% | 622 | $68K |
| Salem Investment Counselors Inc. | 0.00% | Add +3.0% | 592 | $65K |
| Centerpoint Advisors, LLC | 0.02% | Reduce -7.0% | 586 | $64K |
| Union Savings Bank | 0.02% | No change | 569 | $62K |
| Security National Bank | 0.01% | No change | 560 | $61K |
| Tsfg, LLC | 0.01% | No change | 549 | $60K |
| Three Bearings Fiduciary Advisors, Inc. | 0.05% | No change | 548 | $60K |
| Paladin Partners, LLC | 0.04% | No change | 545 | $59K |
| Lavaca Capital LLC | 0.01% | Add +1.1% | 539 | $59K |
| Oakmont Advisory Group, LLC | 0.05% | New | 533 | $58K |
| Mechanics Financial Corp | 0.02% | No change | 531 | $58K |
| Provident Wealth Management, LLC | 0.01% | New | 500 | $55K |
| West Paces Advisors Inc. | 0.01% | No change | 500 | $55K |
| Ares Financial Consulting, LLC | 0.04% | Add +1.3% | 469 | $51K |
| BankChampaign, National Association | 0.04% | No change | 458 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 458 | $50K |
| Financial Network Wealth Advisors LLC | 0.05% | Reduce -6.6% | 452 | $49K |
| Ballast Advisors LLC | 0.01% | No change | 450 | $49K |
| Clear Street Group Inc. | 0.00% | New | 450 | $49K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.7% | 444 | $48K |
| Tidemark, LLC | 0.01% | No change | 421 | $46K |
| Mascoma Wealth Management LLC | 0.01% | No change | 420 | $46K |
| Group One Trading LLC | 0.00% | New | 408 | $45K |
| NBT Bank, N.A. | 0.00% | Reduce -52.1% | 393 | $43K |
| Park National Corp. | 0.00% | No change | 390 | $43K |
| PlanVest Financial, Inc | 0.03% | No change | 380 | $41K |
| Park Place Capital Corp | 0.01% | Reduce -14.8% | 380 | $41K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 377 | $41K |
| Cohen & Steers, Inc. | 0.00% | Add +37900.0% | 380 | $41K |
| Costello Asset Management, INC | 0.01% | Add +0.8% | 370 | $40K |
| McGuire Capital Advisors Inc. | 0.02% | No change | 367 | $40K |
| Game Plan Financial Advisors, LLC | 0.02% | New | 359 | $39K |
| Avion Wealth | 0.01% | No change | 354 | $38K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.3% | 320 | $35K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 312 | $34K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -63.6% | 303 | $33K |
| Friedenthal Financial | 0.01% | No change | 295 | $32K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -0.7% | 283 | $31K |
| Oakworth Capital, Inc. | 0.00% | No change | 278 | $30K |
| CENTRAL TRUST Co | 0.00% | Reduce -78.0% | 277 | $30K |
| Sachetta, LLC | 0.01% | Add +1.1% | 276 | $30K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 271 | $30K |
| Canton Hathaway, LLC | 0.01% | No change | 269 | $29K |
| Hilltop National Bank | 0.01% | Reduce -19.7% | 265 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 260 | $28K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 252 | $27K |
| Trust Co. of Toledo NA | 0.00% | No change | 250 | $27K |
| Signaturefd, LLC | 0.00% | Reduce -4.0% | 242 | $26K |
| TD Capital Management LLC | 0.00% | No change | 240 | $26K |
| Bangor Savings Bank | 0.00% | No change | 239 | $26K |
| First Horizon Corp. | 0.00% | No change | 232 | $25K |
| Rossmore Private Capital | 0.00% | No change | 227 | $25K |
| Vanguard Advisers Inc. | 0.00% | Reduce -28.6% | 222 | $24K |
| Regatta Research & Money Management | 0.02% | — | 214 | $23K |
| Anchor Investment Management, LLC | 0.00% | No change | 213 | $23K |
| Tucker Asset Management LLC | 0.01% | Reduce -78.1% | 209 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | New | 206 | $22K |
| Basepoint Wealth LLC | 0.01% | Add +1.0% | 203 | $22K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 200 | $22K |
| NBH Bank | 0.01% | — | 200 | $22K |
| Pacific Center for Financial Services | 0.00% | Reduce -13.4% | 200 | $22K |
| Fortis Group Advisors, LLC | 0.00% | No change | 200 | $22K |
| Citizens National Bank Trust Department | 0.00% | No change | 200 | $22K |
| BankPlus Trust Department | 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 |
| Biltmore Family Office, LLC | 0.00% | No change | 190 | $21K |
| Walsh & Associates, LLC | 0.02% | New | 186 | $20K |
| First Bancorp, Inc | 0.01% | New | 184 | $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 | 0.01% | No change | 172 | $19K |
| Pflug Koory, LLC | 0.01% | No change | 164 | $18K |
| Investors Research Corp | 0.00% | No change | 163 | $18K |
| Crewe Advisors LLC | 0.00% | Add +55.8% | 162 | $18K |
| Rakuten Securities, Inc. | 0.00% | Add +76.9% | 161 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.6% | 161 | $18K |
| Kennebec Savings Bank | 0.01% | No change | 156 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 148 | $16K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 145 | $16K |
| EPG Wealth Management LLC | 0.00% | No change | 145 | $16K |
| Concord Wealth Partners | 0.00% | New | 143 | $16K |
| United Community Bank | 0.00% | No change | 141 | $15K |
| SouthState Bank Corp | 0.00% | New | 135 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 129 | $14K |
| one8zero8, LLC | 0.00% | No change | 129 | $14K |
| SYM FINANCIAL Corp | 0.00% | New | 127 | $14K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 123 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 122 | $13K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 118 | $13K |
| Nova Wealth Management, Inc. | 0.01% | No change | 115 | $13K |
| Evermay Wealth Management LLC | 0.00% | Add +280.0% | 114 | $12K |
| Brooklyn FI, LLC | 0.00% | New | 113 | $12K |
| Piscataqua Savings Bank | 0.01% | No change | 110 | $12K |
| Park Square Financial Group, LLC | 0.11% | Add +16.3% | 107 | $12K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 103 | $11K |
| AlphaCore Capital LLC | 0.00% | No change | 103 | $11K |
| Smithfield Trust Co | 0.00% | No change | 100 | $11K |
| Burk Holdings LLC | 0.00% | Add +400.0% | 100 | $11K |
| American Capital Advisory, LLC | 0.00% | New | 96 | $10K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +15.7% | 96 | $10K |
| Pinney & Scofield, Inc. | 0.01% | Reduce -50.0% | 93 | $10K |
| Darwin Wealth Management, LLC | 0.00% | Add +1.2% | 87 | $10K |
| Granite Investment Partners, LLC | 0.00% | No change | 85 | $9K |
| JCIC Asset Management Inc. | 0.00% | No change | 85 | $9K |
| Strive Financial Group ,LLC | 0.00% | Reduce -39.7% | 82 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.2% | 82 | $9K |
| Pittenger & Anderson Inc. | 0.00% | New | 78 | $9K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 75 | $8K |
| Markowski Investments | 0.00% | — | 75 | $8K |
| Parkside Financial Bank & Trust | 0.00% | New | 74 | $8K |
| Financial Perspectives, Inc | 0.00% | New | 71 | $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% | No change | 57 | $6K |
| NFSG Corp | 0.00% | No change | 50 | $5K |
| Thompson Investment Management, Inc. | 0.00% | No change | 48 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 46 | $5K |
| CX Institutional | 0.00% | Add +2.1% | 49 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -19.6% | 45 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -14.3% | 42 | $5K |
| NWK Group, Inc. | 0.00% | No change | 41 | $4K |
| Axiom Investment Management LLC | 0.00% | No change | 40 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 39 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | Add +2.8% | 37 | $4K |
| Mosley Wealth Management | 0.00% | No change | 35 | $4K |
| Collier Financial | 0.00% | Add +3.0% | 34 | $4K |
| Global Trust Asset Management, LLC | 0.00% | No change | 31 | $3K |
| Adkins Seale Capital Management LLC | 0.00% | No change | 28 | $3K |
| Evolution Wealth Management Inc. | 0.00% | No change | 28 | $3K |
| SHP Wealth Management | 0.00% | New | 26 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 26 | $3K |
| Founders Capital Management | 0.00% | No change | 24 | $3K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 23 | $3K |
| Noble Wealth Management PBC | 0.00% | No change | 21 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| Trust Co. of Vermont | 0.00% | — | 20 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 22 | $2K |
| Catherine Avery Investment Management LLC | 0.00% | New | 17 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 15 | $2K |
| Red Reef Advisors LLC | 0.00% | New | 14 | $2K |
| Quaker Wealth Management, LLC | 0.00% | No change | 14 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 14 | $2K |
| Phillips Financial Management, LLC | 0.00% | Reduce -95.3% | 13 | $1K |
| Private Wealth Asset Management, LLC | 0.00% | New | 13 | $1K |
| Robinswood Financial LLC | 0.00% | No change | 13 | $1K |
| Meramec Financial Planners, LLC | 0.00% | New | 11 | $1K |
| Topsail Wealth Management, LLC | 0.00% | No change | 10 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -99.3% | 6 | $1K |
| Networth Advisors, LLC | 0.00% | No change | 9 | $982 |
| Financial Gravity Companies, Inc. | 0.00% | — | 8 | $873 |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +66.7% | 5 | $546 |
| Natixis | 0.00% | Reduce -99.9% | 5 | $545 |
| MTM Investment Management, LLC | 0.00% | No change | 4 | $436 |
| LM Advisors LLC | 0.00% | Add +816.8% | 3,979 | $435 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $218 |
"% 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.