iShares MBS ETFMBBETF
13F holders, Q4 2025 (December 31)1,023holders +90
92new positions
58sold out
6famous investors
$95.23avg. 13F price*
At the end of Q4 2025, 1,023 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, up 90 from Q3 2025. 92 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($6.8B), JPMorgan Chase & Co. ($3.3B) and LPL Financial LLC ($2.7B). 6 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares MBS ETF
- CUSIP
- 464288588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $256.7M |
| Exits | 58 | $104.5M |
All 13F filers, Q3 2025 → Q4 2025: 13,674,013 shares bought and 49,255,084 shares sold, net −35,581,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,023 holders
| Bank of America Corp. | 0.49% | Reduce -1.2% | 71,050,060 | $6.8B |
| JPMorgan Chase & Co. | 0.23% | Reduce -32.1% | 35,090,359 | $3.3B |
| LPL Financial LLC | 0.73% | Add +4.1% | 27,903,169 | $2.7B |
| Envestnet Asset Management Inc. | 0.74% | Reduce -5.2% | 26,058,632 | $2.5B |
| Tiaa Trust, National Association | 5.94% | Add +2.5% | 26,010,786 | $2.5B |
| Ameriprise Financial Inc. | 0.32% | Add +2.5% | 14,652,603 | $1.4B |
| Morgan Stanley | 0.06% | Add +4.0% | 9,852,362 | $938.1M |
| Barclays PLC | 0.17% | Reduce -42.4% | 4,393,430 | $418.3M |
| Truist Financial Corp. | 0.50% | Add +8.8% | 3,937,384 | $374.9M |
| Renaissancere Holdings Ltd. | 49.29% | No change | 3,852,431 | $366.8M |
| Stifel Financial Corp. | 0.32% | Add +3.9% | 3,699,321 | $352.2M |
| Allworth Financial LP | 1.29% | Add +3.1% | 3,291,695 | $313.4M |
| PNC Financial Services Group, Inc. | 0.16% | Add +4.0% | 3,000,326 | $285.7M |
| Bank of Montreal | 0.11% | Add +102.6% | 2,883,524 | $274.6M |
| Midland Wealth Advisors, LLC | 13.70% | Add +4.2% | 2,764,705 | $263.3M |
| Wells Fargo & Company | 0.05% | Add +6.8% | 2,716,665 | $258.7M |
| State of Tennessee, Department of Treasury | 0.76% | Add +6.3% | 2,486,872 | $238.0M |
| BlackRock, Inc. | 0.00% | Reduce -5.4% | 2,250,607 | $214.3M |
| Bank of New York Mellon Corp | 0.04% | Add +3.7% | 2,113,371 | $201.2M |
| Sei Investments Co. | 0.20% | Reduce -4.1% | 2,086,086 | $198.6M |
| Envestnet Portfolio Solutions, Inc. | 0.67% | Add +5.6% | 2,003,307 | $190.8M |
| Cetera Investment Advisers | 0.21% | Reduce -1.9% | 1,981,427 | $188.7M |
| UBS Group AG | 0.04% | Add +9.4% | 1,935,167 | $184.3M |
| Cwm, LLC | 0.49% | Add +0.4% | 1,910,110 | $181.9M |
| Composition Wealth, LLC | 2.45% | Add +0.8% | 1,796,051 | $171.0M |
| MML Investors Services, LLC | 0.41% | Reduce -6.0% | 1,746,573 | $166.3M |
| OneDigital Investment Advisors LLC | 1.53% | Add +3.3% | 1,635,774 | $155.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.41% | Add +12.3% | 1,538,535 | $146.5M |
| Bessemer Group Inc. | 0.22% | Add +7.0% | 1,498,803 | $142.7M |
| Dynasty Wealth Management, LLC | 1.36% | Reduce -11.7% | 1,457,076 | $138.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 1,443,343 | $137.4M |
| Raymond James Financial Inc. | 0.04% | Add +5.7% | 1,421,409 | $135.3M |
| Royal Bank of Canada | 0.02% | Reduce -22.6% | 1,385,241 | $131.9M |
| Bridgewater Associates | 0.48% | Add +1.5% | 1,375,400 | $131.0M |
| Quotient Wealth Partners, LLC | 3.48% | Reduce -12.6% | 1,374,299 | $130.9M |
| United Capital Financial Advisors, LLC | 0.78% | Add +4.4% | 1,355,696 | $129.1M |
| Janney Montgomery Scott LLC | 0.29% | Add +3.5% | 1,348,803 | $128.4M |
| Park Avenue Securities LLC | 1.07% | Reduce -2.2% | 1,323,631 | $126.0M |
| Blue Trust, Inc. | 1.40% | Add +1.6% | 1,305,073 | $124.3M |
| Merit Financial Group, LLC | 0.97% | Add +7.3% | 1,271,085 | $121.0M |
| Hancock Whitney Corp. | 1.96% | Reduce -1.3% | 1,139,930 | $108.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.53% | Add +4.8% | 1,064,604 | $101.4M |
| Fisher Asset Management | 0.03% | Reduce -95.3% | 1,055,854 | $100.5M |
| Asset Management One Co., Ltd. | 0.27% | Reduce -3.4% | 1,013,156 | $96.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.10% | Reduce -4.4% | 932,987 | $88.8M |
| Annex Advisory Services, LLC | 1.64% | Add +5.0% | 903,008 | $86.0M |
| Beacon Pointe Advisors, LLC | 0.57% | Add +1599.5% | 851,186 | $81.0M |
| Evoke Wealth, LLC | 1.53% | Add +14.0% | 836,786 | $79.7M |
| Alliancebernstein L.P. | 0.02% | Add +11.7% | 768,215 | $73.1M |
| NewEdge Advisors, LLC | 0.26% | Add +9.2% | 766,038 | $72.9M |
| Mill Creek Capital Advisors, LLC | 1.45% | Add +7.5% | 746,585 | $71.1M |
| Avidian Wealth Enterprises, LLC | 2.58% | Add +4.8% | 743,187 | $70.8M |
| Allianz Asset Management GmbH | 0.08% | Add +7.2% | 708,348 | $67.4M |
| Exchange Traded Concepts, LLC | 0.55% | Add +16.5% | 688,174 | $65.5M |
| Nottingham Advisors, Inc. | 9.04% | Add +8.6% | 680,370 | $64.8M |
| Commonwealth Equity Services, LLC | 0.09% | Add +1.1% | 675,765 | $64.3M |
| CIBC Asset Management Inc | 0.15% | Reduce -2.0% | 649,680 | $61.9M |
| NorthCoast Asset Management LLC | 1.36% | Add +0.4% | 646,897 | $61.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +3.7% | 638,653 | $60.8M |
| Willis Johnson & Associates, Inc. | 3.56% | Reduce -4.1% | 605,432 | $57.6M |
| State of Michigan Retirement System | 0.28% | No change | 600,000 | $57.1M |
| Lutz Financial Services LLC | 3.87% | Add +10.9% | 597,581 | $56.9M |
| Kestra Investment Management, LLC | 1.38% | Add +7.8% | 593,590 | $56.5M |
| Rockland Trust Co. | 2.21% | Reduce -1.0% | 590,514 | $56.2M |
| Hilton Capital Management, LLC | 4.13% | Add +0.8% | 576,585 | $54.9M |
| AE Wealth Management LLC | 0.31% | Add +6.7% | 572,311 | $54.5M |
| Stockman Wealth Management, Inc. | 6.12% | Add +11.4% | 549,731 | $52.3M |
| Dakota Wealth Management | 0.92% | Add +50.2% | 546,355 | $52.0M |
| Dymon Asia Capital (singapore) Pte. LTD. | 11.06% | No change | 523,700 | $49.9M |
| SkyView Investment Advisors, LLC | 6.12% | Add +3.4% | 508,800 | $48.4M |
| US Bancorp \de | 0.06% | Add +8.6% | 500,993 | $47.7M |
| Korea Investment CORP | 0.09% | No change | 500,000 | $47.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -5.5% | 496,927 | $47.4M |
| Constellation Investments, Inc. | 1.46% | No change | 495,924 | $47.2M |
| Strategic Wealth Partners, Ltd. | 3.05% | Add +11.8% | 466,791 | $44.4M |
| NorthRock Partners, LLC | 0.73% | Add +49.4% | 455,861 | $43.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.76% | Add +3.0% | 453,542 | $43.2M |
| State of New Jersey Common Pension Fund D | 0.15% | No change | 450,000 | $42.8M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -1.6% | 448,655 | $42.8M |
| Foundations Investment Advisors, LLC | 0.56% | Add +6.4% | 449,470 | $42.8M |
| Ocean Park Asset Management, LLC | 1.90% | Add +1.9% | 424,335 | $40.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +6.5% | 408,459 | $38.9M |
| St Germain D J Co. Inc. | 1.46% | Add +9.5% | 393,474 | $37.5M |
| Conning Inc. | 1.30% | No change | 387,672 | $36.9M |
| Corient Private Wealth LP | 0.05% | Reduce -16.0% | 386,247 | $36.8M |
| Bangor Savings Bank | 2.90% | Add +10.1% | 378,823 | $36.1M |
| FMR LLC | 0.00% | Reduce -0.7% | 351,630 | $33.5M |
| Nan Fung Trinity (hk) Ltd. | 2.63% | New | 349,200 | $33.3M |
| Parkside Investments, LLC | 4.13% | Reduce -0.4% | 344,813 | $32.8M |
| Confluence Investment Management LLC | 0.49% | Reduce -6.0% | 344,690 | $32.8M |
| Zurich Insurance Group Ltd | 0.22% | No change | 338,060 | $32.2M |
| Franklin Resources Inc. | 0.01% | Add +2.3% | 337,725 | $32.2M |
| Baird Financial Group, Inc. | 0.05% | Add +7.3% | 336,828 | $32.1M |
| Cabot Wealth Management Inc. | 3.53% | Add +10.2% | 335,234 | $31.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.8% | 333,806 | $31.8M |
| JB Capital LLC | 1.24% | Add +3.3% | 318,485 | $30.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +3.8% | 316,164 | $30.1M |
| Sanctuary Advisors, LLC | 0.16% | Add +0.1% | 314,846 | $30.0M |
| Clearwater Capital Advisors, LLC | 2.47% | Reduce -3.2% | 311,265 | $29.6M |
| Brookstone Capital Management | 0.34% | Add +3.2% | 308,428 | $29.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Add +34.2% | 304,356 | $29.0M |
| Allstate Corp. | 0.40% | Reduce -4.2% | 304,053 | $29.0M |
| Capital International Investors | 0.00% | Add +72.6% | 294,575 | $28.0M |
| Modera Wealth Management, LLC | 0.32% | Add +2.0% | 293,530 | $27.9M |
| Northside Capital Management, LLC | 2.42% | Add +13.4% | 292,359 | $27.8M |
| Integrated Wealth Concepts LLC | 0.32% | Reduce -14.5% | 284,758 | $27.1M |
| Principal Securities, Inc. | 0.41% | Add +20.6% | 279,584 | $26.6M |
| Acorns Advisers, LLC | 0.20% | Add +3.8% | 276,775 | $26.4M |
| Meridian Wealth Partners, LLC | 3.52% | Add +3.2% | 268,260 | $25.5M |
| Integrity Alliance, Llc. | 0.92% | Add +4.9% | 265,045 | $25.2M |
| Penserra Capital Management LLC | 0.30% | New | 264,845 | $25.2M |
| Ascent Group, LLC | 0.84% | Add +4.4% | 258,035 | $24.6M |
| CIBC Private Wealth Group LLC | 0.04% | Add +7.0% | 253,453 | $24.1M |
| Carnegie Investment Counsel | 0.44% | Add +1.3% | 252,676 | $24.1M |
| Banque Cantonale Vaudoise | 0.85% | No change | 251,000 | $23.9M |
| Kelman-Lazarov, Inc. | 3.32% | Add +7.8% | 244,345 | $23.3M |
| Global Retirement Partners, LLC | 0.41% | Add +23.1% | 241,542 | $23.0M |
| Federated Hermes, Inc. | 0.04% | Reduce -10.9% | 239,241 | $22.8M |
| Private Advisor Group, LLC | 0.11% | Add +4.1% | 236,767 | $22.5M |
| Johnson Financial Group, Inc. | 0.83% | Add +4.5% | 233,937 | $22.3M |
| HighTower Advisors, LLC | 0.02% | Add +4.9% | 229,365 | $21.8M |
| Jacobson & Schmitt Advisors, LLC | 3.67% | Add +6.1% | 229,052 | $21.8M |
| Horst & Graben Wealth Management LLC | 3.26% | Add +3.1% | 226,970 | $21.6M |
| Arvest Investments, Inc. | 3.02% | Add +0.0% | 225,848 | $21.5M |
| Manning & Napier Advisors LLC | 0.28% | Reduce -31.9% | 223,825 | $21.3M |
| Galvin, Gaustad & Stein, LLC | 1.68% | Reduce -8.0% | 223,394 | $21.3M |
| Kingsview Wealth Management, LLC | 0.31% | Add +5.6% | 222,473 | $21.2M |
| Courier Capital LLC | 1.17% | Add +9.1% | 218,425 | $20.8M |
| Advocacy Wealth Management, LLC | 0.87% | Add +3.3% | 218,171 | $20.8M |
| Leavell Investment Management, Inc. | 0.86% | Add +6.5% | 216,666 | $20.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.7% | 213,449 | $20.3M |
| Mariner, LLC | 0.02% | Add +3.3% | 213,572 | $20.3M |
| Vise Technologies, Inc. | 0.39% | Add +20.5% | 207,511 | $19.8M |
| RKL Wealth Management LLC | 1.60% | Add +1.9% | 205,274 | $19.5M |
| Castleark Management LLC | 0.57% | Add +3.7% | 204,235 | $19.4M |
| TCW Group Inc. | 0.14% | Add +2.4% | 202,461 | $19.3M |
| Sharkey, Howes & Javer | 2.38% | Add +5.3% | 196,557 | $18.7M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +23.2% | 196,259 | $18.7M |
| Manhattan West Asset Management, LLC | 3.81% | Add +31.7% | 195,620 | $18.6M |
| MAI Capital Management | 0.11% | Add +0.3% | 195,376 | $18.6M |
| Johns Hopkins University | 1.34% | No change | 193,437 | $18.4M |
| Northern Trust Corp. | 0.00% | Reduce -53.4% | 188,140 | $17.9M |
| Lifeworks Advisors, LLC | 2.32% | Add +4.3% | 188,077 | $17.9M |
| CFS Investment Advisory Services, LLC | 1.30% | Add +0.6% | 187,507 | $17.9M |
| Hilltop Holdings Inc. | 1.07% | Add +10.6% | 186,253 | $17.7M |
| Cerity Partners LLC | 0.03% | Reduce -14.9% | 180,912 | $17.2M |
| Keybank National Association | 0.06% | Add +0.3% | 180,716 | $17.2M |
| SteelPeak Wealth, LLC | 0.55% | Add +3.8% | 175,721 | $16.7M |
| Atria Investments, Inc | 0.19% | Add +5.1% | 174,029 | $16.6M |
| &partners | 0.08% | Add +11.9% | 168,635 | $16.1M |
| First Trust Advisors LP | 0.01% | Add +3.3% | 167,172 | $15.9M |
| Tandem Wealth Advisors LLC | 7.03% | Add +12.6% | 176,058 | $15.7M |
| Assetmark, Inc. | 0.03% | Reduce -11.2% | 163,859 | $15.6M |
| Heck Capital Advisors, LLC | 1.16% | Add +13.4% | 163,535 | $15.6M |
| Rwa Wealth Partners, LLC | 0.17% | Reduce -11.0% | 161,873 | $15.4M |
| Wealthcare Advisory Partners LLC | 0.30% | Add +1740.1% | 160,582 | $15.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +3.6% | 158,173 | $15.1M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +7.0% | 158,127 | $15.1M |
| Austin Private Wealth, LLC | 1.13% | Add +1.9% | 157,865 | $15.0M |
| Smith Salley Wealth Management | 0.73% | Add +2.1% | 154,732 | $14.7M |
| Voisard Asset Management Group, Inc. | 3.17% | Add +6.6% | 154,144 | $14.7M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Add +8.1% | 152,596 | $14.5M |
| Stansberry Asset Management, LLC | 1.49% | Reduce -7.9% | 152,572 | $14.5M |
| Triad Wealth Partners, LLC | 1.37% | Add +21.3% | 150,999 | $14.4M |
| High Falls Advisors, Inc | 2.86% | Add +3.8% | 148,287 | $14.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.84% | Add +41.6% | 148,204 | $14.1M |
| Meteora Capital, LLC | 1.20% | Add +18.2% | 146,600 | $14.0M |
| Modern Wealth Management, LLC | 0.25% | Add +24.4% | 146,307 | $13.9M |
| Checchi Capital Advisers, LLC | 0.94% | Reduce -0.3% | 145,307 | $13.8M |
| Compass Wealth Management, LLC | 5.49% | Add +29.1% | 140,017 | $13.3M |
| Bernardo Wealth Planning LLC | 2.47% | Add +2.1% | 136,324 | $13.0M |
| NewSquare Capital LLC | 1.14% | Reduce -20.2% | 135,623 | $12.9M |
| Stone House Investment Management, LLC | 2.00% | Add +4.8% | 135,337 | $12.9M |
| Trek Financial, LLC | 0.74% | Add +3.4% | 134,640 | $12.8M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.51% | — | 131,619 | $12.5M |
| Boltwood Capital Management | 3.24% | Add +1.5% | 130,677 | $12.4M |
| Icon Wealth Advisors, LLC | 0.83% | Add +2.1% | 130,348 | $12.4M |
| Cornerstone Management, Inc. | 2.01% | Add +2.6% | 129,395 | $12.3M |
| Citigroup Inc. | 0.01% | Add +405.8% | 127,984 | $12.2M |
| IFG Advisory, LLC | 0.53% | Add +5.2% | 127,562 | $12.1M |
| Spectrum Investment Advisors, Inc. | 6.06% | Add +2.8% | 127,028 | $12.1M |
| Security Financial Services, INC. | 1.89% | Add +4.3% | 126,214 | $12.0M |
| Farmers & Merchants Investments Inc. | 0.33% | Add +9.8% | 125,469 | $11.9M |
| One Wealth Advisors, LLC | 1.43% | Add +7.3% | 122,705 | $11.7M |
| Comerica Bank | 0.05% | Reduce -12.9% | 122,136 | $11.6M |
| Perigon Wealth Management, LLC | 0.20% | Add +2.6% | 120,082 | $11.4M |
| Westover Capital Advisors, LLC | 2.06% | Add +5.5% | 118,851 | $11.3M |
| Farther Finance Advisors, LLC | 0.12% | Reduce -2.0% | 118,849 | $11.3M |
| BNP Paribas Financial Markets | 0.01% | Add +16.0% | 118,816 | $11.3M |
| Lazard Asset Management LLC | 0.02% | Reduce -3.9% | 118,711 | $11.3M |
| AAFMAA Wealth Management & Trust LLC | 4.42% | Reduce -32.4% | 118,489 | $11.3M |
| Rothschild Wealth LLC | 1.08% | Add +11.2% | 117,783 | $11.2M |
| Beacon Bridge Wealth Partners, LLC | 3.72% | Add +6.4% | 117,744 | $11.2M |
| Creative Planning | 0.01% | Reduce -10.1% | 117,618 | $11.2M |
| Equitable Holdings, Inc. | 0.08% | Add +8.1% | 117,063 | $11.1M |
| Focus Partners Wealth | 0.01% | Add +2.5% | 116,903 | $11.1M |
| Estate Counselors, LLC | 0.93% | New | 116,565 | $11.1M |
| Geneos Wealth Management Inc. | 0.27% | Reduce -2.4% | 115,502 | $11.0M |
| FDx Advisors, Inc. | 5.56% | Add +0.8% | 114,482 | $10.9M |
| World Investment Advisors | 0.18% | Add +99.0% | 112,883 | $10.7M |
| EverSource Wealth Advisors, LLC | 0.40% | Add +2.3% | 112,863 | $10.7M |
| Avanda Investment Management Pte. Ltd. | 10.66% | Reduce -54.3% | 112,618 | $10.7M |
| Theory Financial LLC | 3.57% | Reduce -6.9% | 110,574 | $10.6M |
| Kelly Financial Services LLC | 2.64% | Add +4.5% | 110,454 | $10.5M |
| Shelter Mutual Insurance Co | 2.33% | Add +1.4% | 109,570 | $10.4M |
| Ancora Advisors LLC | 0.21% | Add +20.5% | 107,658 | $10.3M |
| JT Stratford LLC | 1.31% | Add +108.3% | 106,330 | $10.1M |
| Pictet Asset Management Holding SA | 0.01% | No change | 106,000 | $10.1M |
| Hudson Capital Management LLC | 2.61% | Add +2.0% | 105,974 | $10.1M |
| Foster & Motley Inc. | 0.52% | Add +3.1% | 103,372 | $9.8M |
| Community Trust & Investment Co. | 0.51% | Add +0.3% | 101,182 | $9.6M |
| Cim, LLC | 1.26% | Add +3.2% | 100,789 | $9.6M |
| Connable Office Inc. | 0.85% | Reduce -12.6% | 97,215 | $9.3M |
| TSA Wealth Managment LLC | 3.06% | Add +0.8% | 96,933 | $9.2M |
| Smartleaf Asset Management LLC | 0.34% | Add +5.3% | 94,096 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +0.6% | 93,918 | $8.9M |
| Anchor Capital Advisors LLC | 0.25% | Reduce -1.5% | 90,920 | $8.7M |
| Procyon Advisors, LLC | 0.43% | Reduce -1.3% | 90,375 | $8.6M |
| TD Asset Management Inc | 0.01% | No change | 90,000 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -36.9% | 87,058 | $8.3M |
| Beacon Financial Group | 0.80% | Add +6.8% | 84,948 | $8.1M |
| Impact Partnership Wealth, LLC | 1.04% | Add +21.6% | 84,877 | $8.1M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +74.2% | 84,802 | $8.1M |
| Invst, LLC | 0.87% | Reduce -14.2% | 84,263 | $8.0M |
| Anfield Capital Management, LLC | 2.53% | Add +0.4% | 84,261 | $8.0M |
| Leuthold Group, LLC | 0.84% | Reduce -3.0% | 81,963 | $7.8M |
| Rational Advisors, Inc. | 0.85% | Reduce -3.8% | 81,858 | $7.8M |
| Blankinship & Foster, LLC | 1.68% | Reduce -0.1% | 81,702 | $7.8M |
| West Family Investments, Inc. | 1.81% | No change | 80,697 | $7.7M |
| Harbour Investments, Inc. | 0.16% | Reduce -1.1% | 80,924 | $7.7M |
| Meiji Yasuda Asset Management Co Ltd. | 0.37% | Reduce -0.6% | 80,246 | $7.6M |
| PAX Financial Group, LLC | 1.32% | Add +13.8% | 80,149 | $7.6M |
| Proficio Capital Partners LLC | 0.52% | Add +11.7% | 78,225 | $7.4M |
| Snider Financial Group | 1.98% | Add +3.8% | 78,113 | $7.4M |
| SIMA Wealth Partners, LLC | 5.62% | Reduce -0.1% | 77,591 | $7.4M |
| Benjamin Edwards Inc. | 0.08% | Add +0.4% | 77,169 | $7.3M |
| Regal Investment Advisors LLC | 0.44% | Add +6.8% | 76,842 | $7.3M |
| Cary Street Partners Financial LLC | 0.18% | Reduce -3.0% | 75,639 | $7.2M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Add +457.5% | 74,672 | $7.1M |
| First American Trust, FSB | 0.48% | Add +30.0% | 73,601 | $7.0M |
| McKinley Carter Wealth Services, Inc. | 0.38% | Add +44.5% | 71,740 | $6.8M |
| Shared Vision Wealth Group LLC | 2.75% | Add +1.6% | 70,831 | $6.8M |
| WBH Advisory Inc. | 0.50% | Reduce -31.1% | 70,779 | $6.7M |
| Alternative Investment Advisors, LLC. | 2.91% | Reduce -2.8% | 70,466 | $6.7M |
| Fort Point Capital Partners LLC | 0.81% | Add +9.2% | 69,704 | $6.7M |
| Quattro Financial Advisors LLC | 1.99% | Add +42.4% | 69,903 | $6.7M |
| Bay Harbor Wealth Management, LLC | 1.71% | Add +0.5% | 68,841 | $6.6M |
| Elevated Financial Group LLC | 2.26% | — | 68,671 | $6.5M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +9.8% | 67,549 | $6.4M |
| Sax Wealth Advisors, LLC | 0.30% | Add +1286.9% | 67,527 | $6.4M |
| Boothbay Fund Management, LLC | 0.17% | Add +8.8% | 67,436 | $6.4M |
| Captrust Financial Advisors | 0.01% | Add +31.5% | 66,338 | $6.3M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -22.5% | 65,134 | $6.2M |
| Winthrop Capital Management, LLC | 1.44% | Reduce -4.9% | 65,064 | $6.2M |
| Pettinga Financial Advisors LLC | 1.17% | Add +1.2% | 64,971 | $6.2M |
| Keystone Financial Services | 1.85% | Add +7.6% | 64,528 | $6.1M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -8.0% | 63,771 | $6.1M |
| Aureum Wealth Management, LLC | 5.63% | — | 63,761 | $6.1M |
| Van Hulzen Asset Management, LLC | 0.44% | Add +164.5% | 63,033 | $6.0M |
| Columbus Macro, LLC | 0.65% | Add +6.6% | 62,745 | $6.0M |
| Archford Capital Strategies, LLC | 0.69% | Add +5.2% | 61,941 | $5.9M |
| Cobblestone Asset Management LLC | 2.61% | Add +4.8% | 61,084 | $5.8M |
| Retirement Capital Strategies | 2.16% | Add +2318.9% | 61,052 | $5.8M |
| Wealth Alliance, LLC | 0.57% | Add +7.1% | 61,022 | $5.8M |
| Legacy Financial Group LLC | 0.72% | Add +2.0% | 60,936 | $5.8M |
| Capital Analysts, LLC | 0.16% | Add +1.9% | 60,759 | $5.8M |
| McNaughton Wealth Management, LLC | 2.35% | Add +0.1% | 60,019 | $5.7M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +75.4% | 59,810 | $5.7M |
| SigFig Wealth Management, LLC | 0.17% | Add +2.0% | 59,676 | $5.7M |
| CI Investments Inc. | 0.02% | No change | 59,457 | $5.7M |
| Belpointe Asset Management LLC | 0.20% | Add +3.4% | 59,408 | $5.7M |
| Independent Financial Group, LLC | 0.13% | Add +12.6% | 59,014 | $5.6M |
| Betterment LLC | 0.01% | Add +1.9% | 57,082 | $5.4M |
| Genesis Wealth Advisors, LLC | 3.67% | Add +1.0% | 56,200 | $5.4M |
| Jmac Enterprises LLC | 1.02% | Add +6.3% | 56,192 | $5.4M |
| Signal Advisors Wealth, LLC | 0.42% | Add +10.3% | 54,835 | $5.2M |
| Inspire Advisors, LLC | 0.48% | Add +8.4% | 54,240 | $5.2M |
| Essential Planning, LLC. | 1.62% | Reduce -5.1% | 53,431 | $5.1M |
| Liberty Wealth Management LLC | 0.65% | Reduce -4.5% | 53,121 | $5.1M |
| Choreo, LLC | 0.06% | Add +0.8% | 52,908 | $5.1M |
| Riggs Asset Managment Co. Inc. | 1.01% | Add +12.0% | 52,775 | $5.0M |
| Advus Financial Partners, LLC | 1.22% | Add +0.6% | 52,762 | $5.0M |
| Cypress Wealth Services, LLC | 0.69% | Add +12.6% | 52,214 | $5.0M |
| True Vision MN LLC | 2.50% | Add +2.5% | 51,667 | $4.9M |
| Mayflower Financial Advisors, LLC | 0.59% | Add +8.1% | 51,514 | $4.9M |
| Parallel Advisors, LLC | 0.09% | Add +25.5% | 51,485 | $4.9M |
| Core Wealth Advisors, LLC | 3.82% | — | 50,875 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +210.2% | 50,650 | $4.8M |
| Monument Capital Management | 1.19% | New | 50,220 | $4.8M |
| WCG Wealth Advisors LLC | 0.13% | Reduce -1.3% | 47,796 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -14.3% | 47,523 | $4.5M |
| Client 1ST Advisory Group, LLC | 1.40% | Add +22.6% | 46,923 | $4.5M |
| Shepherd Financial Partners LLC | 0.41% | Add +1.8% | 46,654 | $4.4M |
| Daviman Financial, LLC | 2.58% | — | 46,182 | $4.4M |
| Crabel Capital Management, LLC | 3.30% | Add +209.2% | 45,867 | $4.4M |
| Integrated Advisors Network LLC | 0.19% | Reduce -5.3% | 45,506 | $4.3M |
| Arax Advisory Partners | 0.13% | New | 45,428 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +1.5% | 45,313 | $4.3M |
| Simplicity Wealth,LLC | 0.25% | Add +2.6% | 44,588 | $4.2M |
| Sovran Advisors, LLC | 0.36% | Add +10.8% | 44,192 | $4.2M |
| Focus Financial Network, Inc. | 0.15% | Add +0.9% | 43,789 | $4.2M |
| Knights of Columbus Asset Advisors LLC | 0.24% | No change | 43,729 | $4.2M |
| Advisory Services Network, LLC | 0.06% | Add +10.0% | 43,623 | $4.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +0.8% | 43,353 | $4.1M |
| WealthShield Partners, LLC | 0.45% | Add +3.3% | 42,851 | $4.1M |
| Csenge Advisory Group | 0.18% | Add +13.7% | 42,334 | $4.0M |
| Advisors Preferred, LLC | 0.65% | New | 42,224 | $4.0M |
| Proffitt & Goodson Inc. | 0.56% | Reduce -0.4% | 42,042 | $4.0M |
| Sunesis Advisors, LLC | 1.80% | Add +2.7% | 41,787 | $4.0M |
| Insight Wealth Strategies, LLC | 0.45% | Add +0.9% | 41,617 | $4.0M |
| Diversify Wealth Management, LLC | 0.18% | New | 40,514 | $3.9M |
| Capitolis Liquid Global Markets LLC | 0.02% | New | 40,500 | $3.9M |
| Fermata Advisors, LLC | 0.91% | Add +1.0% | 39,996 | $3.8M |
| OpenArc Corporate Advisory, LLC | 0.06% | — | 39,909 | $3.8M |
| Elevation Point Wealth Partners, LLC | 0.18% | Add +20.5% | 39,743 | $3.8M |
| Mutual Advisors, LLC | 0.08% | Add +1.3% | 38,737 | $3.7M |
| Mma Asset Management LLC | 1.31% | Add +37.0% | 38,531 | $3.7M |
| Endeavor Private Wealth, Inc. | 1.05% | Add +13.1% | 38,358 | $3.7M |
| JGP Wealth Management, LLC | 0.38% | Add +41.3% | 38,296 | $3.6M |
| UNIVEST FINANCIAL Corp | 0.19% | Add +16.6% | 37,788 | $3.6M |
| Tme Financial, Inc. | 2.52% | Add +11.4% | 37,607 | $3.6M |
| Bigelow Investment Advisors, LLC | 1.39% | Add +12.7% | 37,400 | $3.6M |
| Tortoise Investment Management, LLC | 0.31% | Reduce -28.7% | 37,002 | $3.5M |
| Jacobi Capital Management LLC | 0.20% | Add +11.9% | 36,504 | $3.5M |
| Independent Advisor Alliance | 0.08% | Reduce -12.5% | 35,984 | $3.4M |
| Sachetta, LLC | 1.85% | Add +5.3% | 35,535 | $3.4M |
| Citizens & Northern Corp. | 0.83% | Add +2.8% | 35,349 | $3.4M |
| Ashton Thomas Securities, LLC | 0.63% | Add +1.3% | 35,156 | $3.3M |
| Range Financial Group LLC | 1.14% | Add +133.7% | 34,650 | $3.3M |
| Centurion Wealth Management LLC | 0.72% | Add +3.5% | 34,322 | $3.3M |
| Mosley Wealth Management | 1.49% | — | 34,272 | $3.3M |
| D L Carlson Investment Group Inc. | 0.55% | Add +20.7% | 34,182 | $3.3M |
| Hexagon Capital Partners LLC | 0.60% | Add +6.5% | 34,175 | $3.3M |
| Trivium Point Advisory, LLC | 0.32% | Add +12.4% | 33,785 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -34.0% | 33,710 | $3.2M |
| Atlatl Advisers LLC | 1.22% | Add +6.5% | 33,552 | $3.2M |
| Centennial Wealth Advisory LLC | 0.84% | Add +4.4% | 33,418 | $3.2M |
| Naples Global Advisors, LLC | 0.23% | Add +17.5% | 32,713 | $3.1M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -32.0% | 32,549 | $3.1M |
| Mgo One Seven LLC | 0.06% | Add +44.1% | 32,597 | $3.1M |
| 5T Wealth, LLC | 1.24% | Add +7.8% | 32,481 | $3.1M |
| Arkadios Wealth Advisors | 0.06% | Add +9.2% | 31,687 | $3.0M |
| Aptus Capital Advisors, LLC | 0.03% | Add +4.9% | 31,527 | $3.0M |
| Brian Low Financial Group, LLC | 2.10% | Reduce -1.7% | 31,187 | $3.0M |
| TD Private Client Wealth LLC | 0.06% | Add +109.1% | 30,743 | $2.9M |
| Integrity Advisory Solutions, LLC | 0.42% | Add +13.9% | 30,727 | $2.9M |
| James Investment Research, Inc. | 0.32% | Reduce -5.9% | 30,716 | $2.9M |
| Quadrant Private Wealth Management, LLC | 0.48% | Add +7.4% | 30,571 | $2.9M |
| Hoxton Planning & Management, LLC | 0.87% | Add +4.6% | 30,502 | $2.9M |
| Cornerstone Planning Group LLC | 0.45% | Add +12.8% | 29,866 | $2.9M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -1.8% | 29,938 | $2.9M |
| Private Trust Co. NA | 0.25% | Add +10.4% | 29,565 | $2.8M |
| Yukon Wealth Management, Inc. | 1.59% | Add +4.8% | 28,954 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.13% | Add +2.7% | 28,802 | $2.7M |
| Sierra Capital LLC | 0.29% | Reduce -0.5% | 28,777 | $2.7M |
| Verus Capital Partners, LLC | 0.18% | Add +9.4% | 28,189 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.14% | Add +27.1% | 27,945 | $2.7M |
| ArborFi Advisors, LLC | 2.16% | Add +5.8% | 27,902 | $2.7M |
| Redwood Investment Management, LLC | 0.30% | Add +46.3% | 27,698 | $2.6M |
| Insigneo Advisory Services, LLC | 0.19% | Add +285.6% | 27,658 | $2.6M |
| Chatterton & Associates Inc. | 2.21% | — | 27,053 | $2.6M |
| Swmg, LLC | 0.71% | Reduce -0.7% | 26,638 | $2.5M |
| Cassilly Financial Group LLC | 2.24% | — | 26,653 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -10.2% | 26,636 | $2.5M |
| Barnes Wealth Management Group, Inc | 1.35% | Add +3.0% | 26,490 | $2.5M |
| Western Wealth Management, LLC | 0.12% | Add +37.2% | 26,447 | $2.5M |
| Braun-Bostich & Associates Inc. | 1.53% | Add +3.1% | 26,109 | $2.5M |
| Tradition Wealth Management, LLC | 0.18% | Reduce -0.1% | 26,105 | $2.5M |
| AlphaCentric Advisors LLC | 2.47% | — | 26,000 | $2.5M |
| Compass Financial Group, Inc. | 1.09% | Reduce -0.6% | 25,866 | $2.5M |
| Kickstand Ventures, Llc. | 0.52% | Add +7.8% | 25,734 | $2.5M |
| EP Wealth Advisors, LLC | 0.01% | — | 25,307 | $2.4M |
| First Citizens Bank & Trust Co. | 0.05% | Add +14.7% | 25,263 | $2.4M |
| IFP Advisors, Inc | 0.05% | Add +0.6% | 25,194 | $2.4M |
| Gateway Wealth Partners, LLC | 0.26% | Add +27.9% | 24,982 | $2.4M |
| Washington Trust Bank | 0.17% | No change | 24,860 | $2.4M |
| Creative Financial Designs Inc. | 0.15% | Reduce -0.3% | 24,493 | $2.3M |
| Great Diamond Partners, LLC | 0.45% | Add +6.3% | 24,397 | $2.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Add +5.5% | 24,297 | $2.3M |
| Voya Financial Advisors, Inc. | 0.22% | Reduce -1.5% | 24,065 | $2.3M |
| Natixis Advisors, LLC | 0.00% | New | 23,927 | $2.3M |
| Compass Financial Group, Inc. (Ohio) | 1.66% | — | 23,877 | $2.3M |
| One Wealth Capital Management, LLC | 0.96% | Add +6.4% | 23,772 | $2.3M |
| TritonPoint Partners, LLC | 1.21% | — | 23,711 | $2.3M |
| DB Fitzpatrick & Co, Inc | 2.00% | Reduce -4.6% | 23,587 | $2.2M |
| Twin Peaks Wealth Advisors, LLC | 0.65% | Add +24.5% | 23,384 | $2.2M |
| Bestgate Wealth Advisors, LLC | 3.92% | Add +4.5% | 23,457 | $2.2M |
| Community Bank, N.A. | 0.26% | Add +3.6% | 23,102 | $2.2M |
| Apeiron RIA LLC | 0.44% | Reduce -54.8% | 22,788 | $2.2M |
| Lifelong Wealth Advisors, Inc. | 0.58% | Add +15.7% | 22,769 | $2.2M |
| DecisionMap Wealth Management, LLC | 1.33% | Reduce -8.7% | 22,622 | $2.2M |
| One Capital Management, LLC | 0.07% | Add +263.4% | 22,586 | $2.2M |
| UMB Bank, n.a. | 0.03% | Add +102.3% | 22,556 | $2.1M |
| Patten & Patten Inc. | 0.13% | Add +11.3% | 22,480 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Add +6.1% | 22,447 | $2.1M |
| MA Private Wealth | 0.35% | Add +0.1% | 22,240 | $2.1M |
| Loomis Sayles & Co. L P | 0.00% | Add +571.2% | 22,150 | $2.1M |
| L & S Advisors Inc | 0.21% | New | 22,055 | $2.1M |
| Waverly Advisors, LLC | 0.02% | Reduce -7.5% | 21,999 | $2.1M |
| ShoreHaven Wealth Partners, LLC | 0.75% | Reduce -4.2% | 21,961 | $2.1M |
| Trilogy Capital Inc. | 0.09% | Reduce -0.8% | 21,803 | $2.1M |
| Guardian Wealth Advisors, LLC / NC | 0.13% | Add +3.4% | 21,585 | $2.1M |
| MIdWestOne Financial Group, Inc. | 0.23% | Add +15.7% | 21,334 | $2.0M |
| Traveka Wealth, LLC | 0.82% | Add +74.8% | 21,073 | $2.0M |
| Curtis Wealth Management LLC | 1.75% | — | 20,948 | $2.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 20,878 | $2.0M |
| Liberty Atlantic Advisors LLC | 1.95% | — | 20,854 | $2.0M |
| Whalen Wealth Management Inc. | 1.06% | New | 20,686 | $2.0M |
| Stelac Advisory Services LLC | 0.69% | Reduce -2.5% | 20,641 | $2.0M |
| Compound Planning, Inc. | 0.06% | Reduce -83.7% | 20,428 | $1.9M |
| RHS Financial, LLC | 0.94% | Reduce -26.1% | 20,325 | $1.9M |
| J.M. Arbour, LLC | 1.92% | — | 20,191 | $1.9M |
| Buttonwood Financial Group, LLC | 1.02% | Reduce -28.3% | 20,018 | $1.9M |
| WealthPLAN Partners, LLC | 0.29% | Add +2.7% | 20,104 | $1.9M |
| Richmond Investment Services, LLC | 0.33% | Add +6.7% | 20,097 | $1.9M |
| Kilter Group LLC | 0.84% | Add +1.1% | 19,846 | $1.9M |
| Payne Capital LLC | 1.91% | Add +1.1% | 19,714 | $1.9M |
| BCU Wealth Advisors, LLC | 0.71% | Reduce -1.8% | 19,610 | $1.9M |
| Strategic Blueprint, LLC | 0.11% | Reduce -6.2% | 19,600 | $1.9M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.7% | 19,529 | $1.9M |
| Sheets Smith Wealth Management | 0.20% | Reduce -0.6% | 19,356 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Add +113.5% | 19,356 | $1.8M |
| LifePlan Investment Advisors, Inc. | 0.75% | Add +6.6% | 19,327 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -8.2% | 19,179 | $1.8M |
| Polaris Investment Advisors, LLC | 1.32% | — | 19,171 | $1.8M |
| Coordinated Financial Services, Inc. | 1.06% | Reduce -1.8% | 19,124 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -2.5% | 18,807 | $1.8M |
| Edgestream Partners, L.P. | 0.05% | Reduce -33.3% | 18,795 | $1.8M |
| May Hill Capital, LLC | 0.47% | Add +29.0% | 18,491 | $1.8M |
| Alteri Wealth LLC | 0.57% | Add +0.6% | 18,467 | $1.8M |
| Coldstream Capital Management Inc. | 0.02% | Add +0.2% | 18,371 | $1.7M |
| Davis Wealth Advisors, LLC | 1.45% | Add +12.6% | 18,258 | $1.7M |
| Invariant Investment Management | 1.11% | — | 18,104 | $1.7M |
| Lakeshore Capital Group, Inc. | 1.38% | Add +0.7% | 18,140 | $1.7M |
| Commerce Bank | 0.01% | Add +15.5% | 18,054 | $1.7M |
| Town Capital LLC | 1.40% | — | 17,957 | $1.7M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -7.8% | 17,876 | $1.7M |
| Maia Wealth LLC | 0.29% | Reduce -2.3% | 17,551 | $1.7M |
| Legacy Edge Advisors, LLC | 0.18% | Add +26.6% | 17,716 | $1.7M |
| Droms Strauss Advisors Inc. /Mo/ | 0.44% | Add +15.8% | 17,635 | $1.7M |
| Intelligence Driven Advisers, LLC | 0.24% | Reduce -10.4% | 17,618 | $1.7M |
| Advisory Research Inc. | 0.21% | No change | 17,518 | $1.7M |
| Haverford Trust Co | 0.01% | Reduce -1.1% | 17,506 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 17,244 | $1.6M |
| Auour Investments LLC | 0.52% | Add +71.5% | 17,040 | $1.6M |
| Bailard, Inc. | 0.04% | Reduce -48.8% | 17,013 | $1.6M |
| Alterna Wealth Management, Inc. | 1.34% | Add +13.0% | 16,929 | $1.6M |
| Intrua Financial, LLC | 0.18% | New | 16,850 | $1.6M |
| Clearview Wealth Advisors LLC | 1.01% | Add +4.4% | 16,809 | $1.6M |
| K2 Financial Inc. | 1.24% | Add +2.1% | 16,795 | $1.6M |
| Old Mission Capital LLC | 0.06% | New | 16,737 | $1.6M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -0.4% | 16,663 | $1.6M |
| Keebeck Wealth Management | 0.18% | Add +19.9% | 16,641 | $1.6M |
| Lodestar Private Asset Management LLC | 0.16% | Reduce -11.7% | 16,615 | $1.6M |
| Gen-Wealth Partners Inc | 0.50% | Add +23.9% | 16,528 | $1.6M |
| Concorde Asset Management, LLC | 0.62% | Add +12.0% | 16,148 | $1.5M |
| Farmers National Bank | 0.34% | No change | 16,031 | $1.5M |
| Strategy Asset Managers LLC | 0.25% | Reduce -1.4% | 16,006 | $1.5M |
| Bingham Private Wealth, LLC | 1.31% | — | 15,903 | $1.5M |
| RDA Financial Network | 0.36% | Reduce -18.9% | 15,892 | $1.5M |
| Ascentis Wealth Management, LLC | 0.39% | No change | 15,880 | $1.5M |
| Watershed Private Wealth LLC | 0.45% | Reduce -0.7% | 15,642 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +6.7% | 15,737 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | Reduce -0.1% | 15,391 | $1.5M |
| BOS Asset Management, LLC | 0.39% | Add +0.6% | 15,244 | $1.5M |
| M&T Bank Corp | 0.00% | Reduce -10.2% | 15,216 | $1.4M |
| WealthPoint Financial, LLC | 1.26% | — | 15,212 | $1.4M |
| Regimen Wealth, LLC | 0.42% | Add +3.3% | 15,197 | $1.4M |
| GHP Investment Advisors, Inc. | 0.06% | Add +1.1% | 15,191 | $1.4M |
| Portfolio Resources Advisor Group, Inc. | 1.44% | — | 15,082 | $1.4M |
| Mather Group, Llc. | 0.01% | Add +11.3% | 15,081 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +283.3% | 15,047 | $1.4M |
| Fiduciary Trust Co | 0.02% | Reduce -5.4% | 15,027 | $1.4M |
| CAP Partners, LLC | 0.81% | Add +8.7% | 14,996 | $1.4M |
| Emergent Wealth Advisors, LLC | 0.79% | Add +2.1% | 14,798 | $1.4M |
| DMC Group, LLC | 0.93% | Reduce -0.4% | 14,641 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.7% | 14,562 | $1.4M |
| Archer Investment Management, LLC | 0.74% | New | 14,434 | $1.4M |
| First Heartland Consultants, Inc. | 0.10% | Add +1.5% | 14,410 | $1.4M |
| Laurel Oak Wealth Management, LLC | 0.23% | — | 14,388 | $1.4M |
| Hopwood Nicholas Hunter | 0.45% | — | 14,368 | $1.4M |
| Pure Financial Advisors, LLC | 0.02% | Add +27.5% | 14,316 | $1.4M |
| Gotham Asset Management | 0.00% | Add +17.8% | 14,226 | $1.4M |
| Chapman Financial Group, LLC | 0.92% | Reduce -1.9% | 14,162 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +3.8% | 13,953 | $1.3M |
| MSH Capital Advisors LLC | 0.28% | Add +15.6% | 13,828 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -99.1% | 13,719 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -2.2% | 13,699 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.6% | 13,686 | $1.3M |
| Cadence Bank | 0.08% | Add +0.0% | 13,670 | $1.3M |
| Capital Investment Management, Inc. | 0.45% | — | 13,638 | $1.3M |
| RCS Financial Planning, LLC | 0.56% | Add +8.6% | 13,610 | $1.3M |
| Mach-1 Financial Group, LLC | 0.26% | Reduce -50.1% | 13,446 | $1.3M |
| Bush Investment Group, LLC | 0.72% | Add +1.0% | 13,431 | $1.3M |
| Moors & Cabot, Inc. | 0.05% | Add +3.1% | 13,327 | $1.3M |
| Rosenberg Matthew Hamilton | 0.26% | Add +28.6% | 13,025 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +1.0% | 12,967 | $1.2M |
| Tyche Wealth Partners LLC | 0.19% | Add +36.8% | 12,804 | $1.2M |
| Vision Retirement, LLC | 0.32% | — | 12,692 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.45% | Reduce -6.0% | 12,684 | $1.2M |
| Global Assets Advisory, LLC | 0.34% | Add +53.9% | 12,548 | $1.2M |
| Range Advisory, LLC | 0.30% | — | 12,417 | $1.2M |
| M1 Capital Management LLC | 0.49% | Add +0.7% | 12,363 | $1.2M |
| PFG Investments, LLC | 0.06% | Add +35.2% | 12,282 | $1.2M |
| Montecito Bank & Trust | 0.19% | Reduce -13.3% | 12,201 | $1.2M |
| Two West Capital Advisors LLC | 0.67% | Reduce -13.8% | 12,062 | $1.1M |
| BNP Paribas | 0.03% | No change | 12,000 | $1.1M |
| HighPoint Advisor Group LLC | 0.03% | New | 11,984 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Add +0.5% | 11,914 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Add +57.4% | 11,855 | $1.1M |
| Saxony Capital Management, LLC | 0.69% | Add +71.8% | 11,848 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.9% | 11,831 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -0.4% | 11,806 | $1.1M |
| Optivise Advisory Services LLC | 0.65% | Reduce -13.7% | 11,783 | $1.1M |
| Tidal Investments LLC | 0.00% | No change | 11,455 | $1.1M |
| Chesapeake Capital Corp. | 0.91% | No change | 11,439 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +4.3% | 11,203 | $1.1M |
| Pacific Financial Group Inc. | 0.59% | Add +30.4% | 11,136 | $1.1M |
| Maripau Wealth Management LLC | 0.49% | Reduce -4.0% | 11,083 | $1.1M |
| Diversified Enterprises, LLC | 0.06% | Add +5.4% | 11,046 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.23% | Reduce -0.5% | 11,028 | $1.1M |
| Florin Court Capital LLP | 1.46% | Add +41.0% | 11,000 | $1.0M |
| Boyd Watterson Asset Management LLC | 0.30% | Reduce -80.0% | 10,956 | $1.0M |
| AQR Capital Management | 0.00% | Add +20.1% | 10,951 | $1.0M |
| Strive Financial Group ,LLC | 0.55% | — | 10,914 | $1.0M |
| North Forty Two & Co. | 0.98% | Add +29.3% | 10,903 | $1.0M |
| Summit Wealth Group, LLC | 0.24% | Add +2.9% | 10,892 | $1.0M |
| Tempus Wealth Planning, LLC | 0.24% | Add +5.2% | 10,876 | $1.0M |
| Brookwood Investment Group LLC | 0.12% | Add +2.1% | 10,869 | $1.0M |
| Americana Partners, LLC | 0.03% | Reduce -0.4% | 10,544 | $1.0M |
| Spire Wealth Management | 0.03% | Reduce -18.9% | 10,265 | $977K |
| Transamerica Financial Advisors, LLC | 0.08% | Add +31.6% | 10,261 | $977K |
| ASL Financial, LLC | 0.77% | — | 10,260 | $977K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +21.3% | 10,208 | $972K |
| Birch Financial Group, LLC | 0.55% | Add +4.5% | 10,126 | $964K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -15.6% | 10,121 | $964K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -1.4% | 10,055 | $957K |
| EJMK Ventures LLC | 0.58% | — | 9,936 | $946K |
| Merkkuri Wealth Advisors LLC | 0.64% | Add +70.2% | 9,824 | $935K |
| Lido Advisors, LLC | 0.00% | Add +4.7% | 9,786 | $932K |
| Guggenheim Capital LLC | 0.01% | Reduce -58.7% | 9,607 | $915K |
| XY Planning Network, Inc. | 0.16% | New | 9,539 | $908K |
| WealthTrak Capital Management LLC | 0.65% | Add +20.5% | 9,503 | $905K |
| Engineers Gate Manager LP | 0.01% | Add +37.7% | 9,495 | $904K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -6.0% | 9,455 | $900K |
| Seed Wealth Management, Inc. | 0.62% | No change | 9,420 | $897K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +8.6% | 9,402 | $895K |
| Wealthgarden F.S. LLC | 0.58% | Reduce -5.2% | 9,197 | $881K |
| Resurgent Financial Advisors LLC | 0.44% | Reduce -11.6% | 9,152 | $871K |
| FC Advisory LLC | 0.25% | Reduce -4.1% | 9,147 | $871K |
| Magnus Financial Group LLC | 0.07% | Reduce -28.1% | 9,113 | $868K |
| Carter Financial Group, INC. | 0.51% | Add +1.7% | 9,045 | $861K |
| Clarendon Private LLC | 0.73% | Reduce -13.8% | 9,038 | $861K |
| Carr Financial Group Corp | 0.23% | Add +1.4% | 9,021 | $859K |
| Sutton Place Investors LLC | 0.47% | Reduce -1.6% | 8,975 | $855K |
| Exit Wealth Advisors, LLC. | 0.50% | Add +15.1% | 8,919 | $849K |
| LongView Wealth Management | 0.20% | Add +128.4% | 8,837 | $845K |
| Steinberganna Wealth Management | 0.39% | Add +1.8% | 8,666 | $825K |
| DAVENPORT & Co LLC | 0.00% | Add +5.9% | 8,588 | $818K |
| Aspire Private Capital, LLC | 0.18% | Add +0.3% | 8,581 | $817K |
| Retirement Wealth Solutions LLC | 0.51% | Reduce -0.3% | 8,513 | $811K |
| Latitude Advisors, LLC | 0.36% | Add +20.5% | 8,497 | $809K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +8.6% | 8,446 | $804K |
| Renaissance Technologies | 0.00% | New | 8,386 | $799K |
| Presidio Capital Management, LLC | 0.24% | Reduce -4.9% | 8,347 | $795K |
| Millennium Management | 0.00% | Add +96.6% | 8,315 | $792K |
| Capital Asset Managemnet, LLC | 0.88% | — | 8,310 | $791K |
| Sculati Wealth Management, LLC | 0.28% | Add +15.8% | 8,298 | $790K |
| Cibc World Markets Corp. | 0.00% | — | 8,278 | $788K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -0.7% | 8,118 | $773K |
| Cary Street Partners Investment Advisory LLC | 0.21% | Add +14.5% | 8,040 | $766K |
| SWS Partners | 0.18% | Add +0.1% | 8,038 | $765K |
| Silverlake Wealth Management LLC | 0.17% | Reduce -38.7% | 8,012 | $763K |
| Nwam LLC | 0.04% | Reduce -22.3% | 7,960 | $762K |
| Balance Wealth Partners LLC | 0.24% | Reduce -5.5% | 7,963 | $758K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +1.0% | 7,908 | $753K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -28.9% | 7,869 | $749K |
| Financial Partners Group, Inc | 0.09% | Add +23.4% | 7,784 | $745K |
| Ameritas Advisory Services, LLC | 0.03% | Add +3539.9% | 7,753 | $738K |
| Bedminster, LLC | 0.68% | — | 7,728 | $736K |
| Fifth Third Securities, Inc. | 0.05% | Add +2.5% | 7,718 | $735K |
| Beacon Financial Advisory LLC | 0.17% | Add +1.7% | 7,717 | $735K |
| TrueWealth Financial Partners | 0.60% | New | 7,642 | $728K |
| True Blue Financial, LLC | 0.60% | — | 7,642 | $728K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -56.0% | 7,592 | $723K |
| Absolute Capital Management, LLC | 0.26% | Add +11.7% | 7,584 | $722K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -2.6% | 7,524 | $716K |
| Narus Financial Partners, LLC | 0.20% | Add +5.9% | 7,522 | $716K |
| Pinnacle Bancorp, Inc. | 0.21% | Add +1.0% | 7,500 | $714K |
| F/m Investments LLC | 0.03% | Add +4.2% | 7,476 | $712K |
| Legacy Wealth Partners, LLC | 0.18% | — | 7,475 | $712K |
| Legacy Capital Wealth Partners, LLC | 0.15% | Add +1.2% | 7,473 | $712K |
| Klaas Financial Asset Advisors, LLC | 0.10% | New | 7,427 | $707K |
| Ade, LLC | 0.34% | Add +10.7% | 7,360 | $701K |
| Spectrum Planning & Advisory Services Inc. | 0.36% | Add +0.3% | 7,344 | $699K |
| Summit Financial, LLC | 0.01% | Reduce -15.8% | 7,307 | $696K |
| Fortis Capital Advisors, LLC | 0.10% | Add +1.8% | 7,274 | $693K |
| Zinnia Wealth Advisory, LLC | 0.74% | — | 7,220 | $687K |
| Greenspring Advisors, LLC | 0.04% | Add +223.4% | 7,216 | $687K |
| Concord Investment Counsel Inc. | 0.22% | Reduce -16.1% | 7,188 | $684K |
| Prospera Financial Services Inc | 0.01% | Reduce -7.4% | 7,160 | $684K |
| National Bank of Canada | 0.00% | New | 7,074 | $674K |
| Northwest Capital Management Inc | 2.90% | Reduce -65.2% | 7,027 | $669K |
| GatePass Capital, LLC | 0.35% | Add +109.8% | 7,005 | $667K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -7.3% | 7,004 | $667K |
| Parkway Wealth Management Group, LLC | 0.09% | — | 6,980 | $665K |
| Cape Investment Advisory, Inc. | 0.20% | Add +102.7% | 6,945 | $661K |
| Annandale Capital, LLC | 0.11% | Reduce -1.0% | 6,939 | $661K |
| Trinity Wealth Management, LLC | 0.24% | Reduce -0.1% | 6,929 | $660K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -8.8% | 6,900 | $657K |
| United Advisor Group, LLC | 0.08% | Reduce -12.6% | 6,826 | $650K |
| NBT Bank, N.A. | 0.04% | No change | 5,565 | $648K |
| Smithbridge Asset Management Inc. | 0.05% | Add +5.3% | 6,648 | $633K |
| Heritage Family Offices, LLP | 0.29% | Add +0.6% | 6,609 | $629K |
| Signet Financial Management, LLC | 0.07% | Add +1.4% | 6,564 | $625K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,556 | $624K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Reduce -1.5% | 6,522 | $621K |
| Quartz Partners, LLC | 0.23% | Add +5.1% | 6,501 | $619K |
| Hobbs Wealth Management, LLC | 0.60% | Add +7.0% | 6,482 | $617K |
| Cypress Capital, LLC | 0.17% | Reduce -4.9% | 6,389 | $608K |
| Stephens Inc. | 0.01% | Reduce -6.4% | 6,375 | $607K |
| Larry Mathis Financial Planning, LLC | 0.53% | — | 6,355 | $605K |
| Colton Groome Financial Advisors, LLC | 0.17% | Reduce -58.1% | 6,348 | $604K |
| Cooper Financial Group | 0.06% | Reduce -0.5% | 6,334 | $603K |
| W Advisors, LLC | 0.30% | Add +10.9% | 6,331 | $603K |
| River Street Advisors LLC | 0.23% | No change | 6,305 | $600K |
| Advyzon Investment Management, LLC | 0.07% | Add +186.6% | 6,271 | $597K |
| Continuum Advisory, LLC | 0.06% | Add +71.4% | 6,247 | $595K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -7.7% | 6,234 | $594K |
| New England Asset Management Inc. | 0.08% | No change | 6,199 | $590K |
| McCartney Wealth Management LLC | 0.50% | — | 6,112 | $582K |
| Uptick Partners, LLC | 0.12% | New | 6,081 | $579K |
| Optas, LLC | 0.09% | Reduce -77.0% | 6,042 | $575K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -6.7% | 6,033 | $574K |
| Advisor Resource Council | 0.20% | New | 6,014 | $573K |
| ONE Advisory Partners, LLC | 0.17% | Reduce -0.3% | 5,998 | $571K |
| VestGen Investment Management | 0.32% | Reduce -2.4% | 5,990 | $570K |
| BCS Wealth Management | 0.06% | Add +100.0% | 5,876 | $560K |
| Fourth Dimension Wealth, LLC | 0.20% | Reduce -2.6% | 5,852 | $557K |
| Blair William & Co. | 0.00% | Reduce -0.7% | 5,800 | $552K |
| IVC Wealth Advisors LLC | 0.24% | Add +4.4% | 5,764 | $549K |
| FAS Wealth Partners, Inc. | 0.04% | Add +5.9% | 5,734 | $546K |
| Integrated Wealth Management | 0.61% | — | 5,687 | $542K |
| Clear Creek Financial Management, LLC | 0.04% | Add +8.4% | 5,686 | $541K |
| Vertex Investment Solutions Co., Ltd. | 0.53% | — | 5,600 | $535K |
| Vident Advisory, LLC | 0.01% | Add +110.2% | 5,605 | $534K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +11.1% | 5,592 | $532K |
| Catalina Capital Group, LLC | 0.33% | Add +9.1% | 5,587 | $532K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -19.3% | 5,472 | $532K |
| Delta Wealth Advisors LLC | 0.44% | Reduce -35.2% | 5,570 | $530K |
| Natural Investments, LLC | 0.13% | New | 5,572 | $530K |
| Hyundai Investments Co., Ltd. | 0.51% | New | 5,535 | $528K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -4.6% | 5,498 | $523K |
| Schmidt P J Investment Management Inc. | 0.08% | No change | 5,471 | $521K |
| HB Wealth Management, LLC | 0.00% | Add +21.7% | 5,466 | $521K |
| Dearborn Partners LLC | 0.03% | Reduce -3.5% | 5,463 | $520K |
| GeoWealth Management, LLC | 0.02% | Reduce -80.3% | 5,398 | $514K |
| World Equity Group, Inc. | 0.14% | Add +18.2% | 5,362 | $511K |
| Successful Portfolios LLC | 0.26% | Reduce -0.2% | 5,322 | $510K |
| OMNI 360 Wealth, Inc. | 0.26% | Add +7.4% | 5,290 | $507K |
| Lanark Financial, Inc. | 0.04% | Reduce -22.2% | 5,209 | $496K |
| 1900 Wealth Management LLC | 0.03% | No change | 5,207 | $496K |
| Vantage Point Financial LLC | 0.18% | Add +20.5% | 5,194 | $495K |
| Facet Wealth, Inc. | 0.01% | New | 5,163 | $494K |
| Moneco Advisors, LLC | 0.04% | Add +1.9% | 5,174 | $493K |
| FLP Wealth Management, LLC | 1.16% | Add +95.8% | 5,158 | $491K |
| Oarsman Capital, Inc. | 0.06% | Reduce -0.3% | 5,145 | $490K |
| Vantage Financial Partners, LLC | 0.10% | Reduce -29.0% | 5,087 | $484K |
| Sound Income Strategies, LLC | 0.02% | Add +265.3% | 5,049 | $483K |
| Sage Advisory Services, Ltd.Co. | 0.26% | Reduce -64.1% | 5,064 | $482K |
| Fiduciary Alliance LLC | 0.03% | Add +30.5% | 5,057 | $482K |
| Cahaba Wealth Management, Inc. | 0.03% | Reduce -16.1% | 5,040 | $480K |
| Bell Investment Advisors, Inc | 0.08% | Add +1.8% | 5,032 | $479K |
| Legacy Capital Group California, Inc. | 0.11% | Add +19.7% | 4,922 | $469K |
| Keel Point, LLC | 0.03% | Reduce -6.1% | 4,885 | $465K |
| Pinnacle Family Advisors, LLC | 0.20% | Add +6.1% | 4,880 | $465K |
| AdvisorNet Financial, Inc | 0.02% | Add +1.6% | 4,854 | $462K |
| Kovack Advisors, Inc. | 0.02% | New | 4,811 | $458K |
| Novus Advisors, LLC | 1.02% | Reduce -3.0% | 4,795 | $457K |
| Empirical Asset Management, LLC | 0.13% | Reduce -19.0% | 4,779 | $455K |
| Novem Group | 0.05% | Add +0.8% | 4,735 | $451K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -50.7% | 4,665 | $444K |
| DT Investment Partners, LLC | 0.04% | No change | 4,635 | $441K |
| Argent Trust Co | 0.02% | Reduce -52.8% | 4,622 | $440K |
| Petix & Botte Co | 0.10% | Add +31.2% | 4,527 | $431K |
| Monetary Management Group Inc. | 0.10% | No change | 4,500 | $428K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +163.6% | 4,499 | $428K |
| Squarepoint Ops LLC | 0.00% | New | 4,481 | $427K |
| ORG Partners LLC | 0.08% | Add +8.7% | 4,438 | $423K |
| Pallas Capital Advisors LLC | 0.01% | Add +1.0% | 4,394 | $418K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +79.2% | 4,392 | $418K |
| Fiscal Wisdom Wealth Management, LLC | 0.39% | Add +28.3% | 4,384 | $417K |
| Central Bank & Trust Co. | 0.06% | Reduce -2.8% | 4,339 | $413K |
| Precision Wealth Strategies, LLC | 0.13% | Reduce -2.8% | 4,334 | $413K |
| BridgePort Financial Solutions, LLC | 0.11% | Add +17.9% | 4,275 | $407K |
| First Citizens Asset Management, Inc. | 0.14% | Add +14.1% | 4,261 | $406K |
| Clearwave Capital, LLC | 0.30% | — | 4,248 | $405K |
| Western Financial Corp | 0.16% | Reduce -4.1% | 4,137 | $394K |
| GTS Securities LLC | 0.01% | New | 4,134 | $394K |
| Tactive Advisors, LLC | 0.11% | Reduce -14.5% | 4,100 | $390K |
| Financial Plan, Inc. | 0.04% | — | 4,088 | $389K |
| Centaurus Financial, Inc. | 0.02% | Add +6.3% | 4,023 | $383K |
| Founders Financial Securities LLC | 0.02% | Reduce -4.3% | 4,015 | $382K |
| Guidance Capital, Inc. | 0.09% | New | 4,008 | $382K |
| Savvy Advisors, Inc. | 0.01% | Add +21.6% | 3,998 | $381K |
| LGT Financial Advisors LLC | 2.33% | Add +7.5% | 3,993 | $380K |
| RFG Advisory, LLC | 0.01% | Add +3.0% | 3,989 | $380K |
| Financial Enhancement Group LLC | 0.05% | Reduce -8.5% | 3,972 | $379K |
| KPP Advisory Services LLC | 0.05% | Add +9.7% | 3,944 | $376K |
| OneAscent Financial Services LLC | 0.03% | New | 3,927 | $374K |
| Friedenthal Financial | 0.19% | Reduce -91.8% | 3,881 | $370K |
| Pursuit Wealth Management LLC | 0.32% | — | 3,874 | $369K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -14.7% | 3,874 | $369K |
| Magnolia Capital Advisors LLC | 0.08% | Add +50.2% | 3,843 | $366K |
| XTX Topco Ltd | 0.01% | Add +77.5% | 3,840 | $366K |
| LifeWealth Investments, LLC | 0.12% | New | 3,835 | $365K |
| RCW Management, LLC | 0.36% | — | 3,773 | $359K |
| FineMark National Bank & Trust | 0.01% | No change | 3,772 | $359K |
| Blalock Williams, LLC | 0.29% | Add +19.7% | 3,754 | $357K |
| Midwest Trust Co | 0.00% | Add +16.0% | 3,727 | $355K |
| Calton & Associates, Inc. | 0.05% | Reduce -12.2% | 3,717 | $354K |
| Headlands Technologies LLC | 0.03% | Reduce -29.0% | 3,717 | $354K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.2% | 3,717 | $354K |
| Advisory Alpha, LLC | 0.01% | Reduce -4.0% | 3,689 | $351K |
| Synergy Investment Management, LLC | 0.12% | Reduce -15.3% | 3,663 | $349K |
| Rede Wealth, LLC | 0.12% | New | 3,640 | $347K |
| Arlington Trust Co LLC | 0.04% | Add +538.6% | 3,640 | $347K |
| Horizon Investments, LLC | 0.00% | Reduce -14.3% | 3,569 | $340K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | Reduce -1.5% | 3,558 | $339K |
| Stewardship Advisors, LLC | 0.08% | Add +24.2% | 3,557 | $339K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,551 | $338K |
| Aviance Capital Partners, LLC | 0.04% | No change | 3,523 | $335K |
| Blue Capital, Inc. | 0.24% | Reduce -10.1% | 3,522 | $335K |
| Raffa Wealth Management, LLC | 0.05% | Reduce -24.4% | 3,519 | $335K |
| Madison Asset Management, LLC | 0.00% | No change | 3,519 | $335K |
| Comprehensive Money Management Services LLC | 0.23% | No change | 3,515 | $335K |
| Adams Wealth Management | 0.07% | Reduce -28.9% | 3,513 | $335K |
| CacheTech Inc. | 0.06% | Reduce -28.9% | 3,513 | $335K |
| City State Bank | 0.09% | Add +6.0% | 3,507 | $334K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -8.5% | 3,498 | $333K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -5.3% | 3,486 | $332K |
| PFG Advisors | 0.02% | Reduce -20.8% | 3,466 | $330K |
| Heritage Oak Wealth Advisors LLC | 0.12% | Add +34.8% | 3,463 | $330K |
| Arwa LLC | 0.19% | — | 3,451 | $329K |
| National Philanthropic Trust | 0.00% | New | 3,448 | $328K |
| Flagstar Securities, Inc. | 0.11% | Reduce -7.8% | 3,441 | $328K |
| Entrewealth, LLC | 0.15% | New | 3,423 | $327K |
| Austin Wealth Management, LLC | 0.05% | New | 3,424 | $326K |
| StoneX Group Inc. | 0.01% | Add +61.2% | 3,389 | $323K |
| Cassady Wealth & Retirement Planning, LLC | 0.21% | — | 3,389 | $323K |
| Avantra Family Wealth, Inc. | 0.23% | Add +0.5% | 3,340 | $318K |
| Windward Private Wealth Management Inc. | 0.11% | Add +1.1% | 3,327 | $317K |
| Ifrah Financial Services, Inc. | 0.08% | Add +6.7% | 3,310 | $315K |
| Apella Capital, LLC | 0.01% | New | 3,289 | $313K |
| Nicolet Bankshares Inc. | 0.05% | New | 3,285 | $313K |
| Total Clarity Wealth Management, Inc. | 0.08% | Add +43.2% | 3,283 | $313K |
| Magnolia Private Wealth, LLC | 0.22% | New | 3,258 | $310K |
| Angeles Investment Advisors, LLC | 0.02% | No change | 3,200 | $305K |
| Elevation Wealth Management LLC | 0.29% | — | 3,193 | $304K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | New | 3,190 | $304K |
| GWN Securities Inc. | 0.06% | Add +14.0% | 3,176 | $302K |
| Nordwand Advisors, LLC | 0.05% | Reduce -1.2% | 3,175 | $302K |
| Vernal Point Advisors, LLC | 0.12% | Reduce -67.7% | 3,169 | $302K |
| Sharper & Granite LLC | 0.11% | New | 3,160 | $301K |
| Fairvoy Private Wealth, LLC | 0.07% | Add +2.2% | 3,152 | $300K |
| Principal Financial Group Inc. | 0.00% | Add +0.4% | 3,126 | $297K |
| Victory Financial Group, LLC | 0.04% | New | 3,120 | $297K |
| Claro Advisors Inc. | 0.04% | Reduce -43.8% | 3,113 | $296K |
| Fulcrum Equity Management | 0.28% | Reduce -2.7% | 3,081 | $293K |
| International Private Wealth Advisors LLC | 0.18% | Reduce -3.2% | 3,048 | $290K |
| First PREMIER Bank | 0.06% | Add +117.1% | 2,920 | $278K |
| Alpha Financial Advisors, LLC | 0.09% | New | 2,918 | $278K |
| Lynx Investment Advisory | 0.15% | Add +13.0% | 2,909 | $277K |
| Market Street Wealth Management Advisors LLC | 0.04% | Reduce -5.9% | 2,865 | $273K |
| Cidel Asset Management Inc. | 0.02% | No change | 2,850 | $271K |
| Talisman Wealth Advisors LLC | 0.21% | Add +22.2% | 2,843 | $271K |
| Obermeyer Wealth Partners | 0.01% | Add +7.1% | 2,842 | $271K |
| Global Financial Private Client, LLC | 0.09% | Reduce -0.9% | 2,829 | $269K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -0.4% | 2,811 | $268K |
| Evolve Private Wealth, LLC | 0.02% | — | 2,787 | $265K |
| Clark Asset Management, LLC | 0.03% | Reduce -18.9% | 2,781 | $265K |
| Ascentis Independent Advisors | 0.04% | New | 2,765 | $263K |
| Old National Bancorp | 0.00% | New | 2,754 | $262K |
| Eagle Global Advisors LLC | 0.01% | Reduce -17.9% | 2,743 | $261K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -0.2% | 2,728 | $260K |
| Lincoln Capital Corp. | 0.09% | Reduce -96.3% | 2,730 | $260K |
| FWG Investments, LLC. | 0.17% | Reduce -4.8% | 2,722 | $259K |
| Eq LLC | 0.07% | Add +2.5% | 2,690 | $256K |
| Gilliland Jeter Wealth Management LLC | 0.08% | New | 2,685 | $256K |
| Stirlingshire Investments, Inc. | 0.23% | — | 2,681 | $255K |
| Prosperity Consulting Group, LLC | 0.01% | New | 2,667 | $254K |
| Whittier Trust Co. | 0.00% | No change | 2,643 | $252K |
| Bison Wealth, LLC | 0.03% | New | 2,660 | $250K |
| Kingdom Financial Group LLC. | 0.08% | Reduce -60.7% | 2,627 | $250K |
| Activest Wealth Management | 0.05% | New | 2,624 | $250K |
| Evolution Wealth Management Inc. | 0.21% | Add +524.5% | 2,623 | $250K |
| MKT Advisors LLC | 0.09% | Reduce -1.9% | 2,611 | $249K |
| Impact Capital Partners LLC | 0.07% | New | 2,589 | $247K |
| Graetz Wealth LLC | 0.22% | — | 2,578 | $246K |
| Frisch Financial Group, Inc. | 0.05% | New | 2,569 | $245K |
| Breakwater Capital Group | 0.03% | Add +3.4% | 2,566 | $244K |
| Midwest Heritage Bank, FSB | 0.08% | Reduce -14.1% | 2,532 | $241K |
| Essex Bank | 0.05% | Add +0.4% | 2,527 | $241K |
| C2C Wealth Management, LLC | 0.20% | Reduce -13.6% | 2,526 | $241K |
| Churchill Financial Advisors, LLC | 0.07% | — | 2,520 | $240K |
| Avior Wealth Management, LLC | 0.01% | Reduce -11.0% | 2,503 | $238K |
| International Assets Investment Management, LLC | 0.02% | Reduce -47.1% | 2,476 | $236K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -14.6% | 2,461 | $236K |
| Yoffe Investment Management, LLC | 0.30% | No change | 2,458 | $234K |
| Atomic Invest LLC | 0.13% | — | 2,430 | $232K |
| Hillsdale Investment Management Inc. | 0.01% | Add +25.3% | 2,430 | $231K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -29.4% | 2,427 | $231K |
| Northland Securities, Inc. | 0.22% | — | 2,423 | $231K |
| Chesley Taft & Associates LLC | 0.01% | Add +11.2% | 2,403 | $229K |
| Headland Capital, LLC | 0.06% | Reduce -3.2% | 2,401 | $229K |
| Nvwm, LLC | 0.05% | New | 2,398 | $228K |
| TrueWealth Advisors, LLC | 0.06% | Add +9.3% | 2,394 | $228K |
| BIP Wealth, LLC | 0.01% | Add +4.0% | 2,394 | $228K |
| SageView Advisory Group, LLC | 0.01% | Add +11.2% | 2,389 | $228K |
| Paces Ferry Wealth Advisors, LLC | 0.09% | New | 2,365 | $225K |
| Money Concepts Capital Corp. | 0.01% | Add +8.0% | 2,355 | $224K |
| LiftPoint Family Wealth Advisors LLC | 0.19% | — | 2,341 | $223K |
| Caliber Wealth Management, LLC / KS | 0.02% | Add +1.1% | 2,315 | $220K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -4.0% | 2,314 | $220K |
| Argentarii, LLC | 0.07% | Reduce -23.0% | 2,288 | $218K |
| Van Diest Capital, LLC | 0.32% | — | 2,275 | $217K |
| Financial Sense Advisors, Inc. | 0.05% | Reduce -33.4% | 2,269 | $216K |
| Berger Financial Group, Inc | 0.01% | Reduce -20.1% | 2,264 | $216K |
| Sapient Capital LLC | 0.00% | New | 2,253 | $215K |
| KDK Private Wealth Management, LLC | 0.19% | Reduce -5.3% | 2,249 | $214K |
| Asempa Wealth Advisors | 0.18% | — | 2,243 | $214K |
| Three Bridge Wealth Advisors, LLC | 0.06% | New | 2,239 | $213K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -0.9% | 2,220 | $211K |
| Grove Bank & Trust | 0.02% | No change | 2,201 | $210K |
| Vantus Wealth LLC | 0.15% | — | 2,198 | $209K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,155 | $205K |
| Kelly Financial Group LLC | 0.05% | Reduce -3.3% | 2,139 | $204K |
| Altfest L J & Co. Inc. | 0.02% | Add +0.1% | 2,131 | $203K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 2,129 | $203K |
| Northbridge Financial Group, LLC | 0.09% | — | 2,108 | $201K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -27.1% | 2,060 | $196K |
| Mill Capital Management, LLC | 0.01% | Add +11.3% | 2,060 | $196K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -18.3% | 1,985 | $189K |
| Rice Partnership, LLC | 0.03% | Reduce -1.1% | 1,950 | $186K |
| Deutsche Bank AG | 0.00% | No change | 1,906 | $181K |
| Rialto Wealth Management, LLC | 0.04% | Add +0.1% | 1,902 | $181K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.5% | 1,855 | $177K |
| Raleigh Capital Management Inc. | 0.06% | Add +19.5% | 1,849 | $176K |
| Solstein Capital, LLC | 0.07% | New | 1,820 | $173K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,750 | $167K |
| Caldwell Trust Co | 0.01% | No change | 1,698 | $162K |
| Fairscale Capital, LLC | 0.10% | Reduce -0.4% | 1,628 | $155K |
| Gables Capital Management Inc. | 0.07% | New | 1,627 | $155K |
| Colonial Trust Co / SC | 0.02% | Reduce -4.1% | 1,492 | $142K |
| Lloyd Advisory Services, LLC. | 0.05% | New | 1,482 | $141K |
| Fifth Third Bancorp | 0.00% | Reduce -10.6% | 1,471 | $140K |
| WPG Advisers, LLC | 0.10% | Reduce -0.5% | 1,406 | $134K |
| Park Place Capital Corp | 0.03% | Reduce -75.3% | 1,403 | $134K |
| Tidemark, LLC | 0.04% | Reduce -0.6% | 1,380 | $131K |
| Signaturefd, LLC | 0.00% | Reduce -7.1% | 1,380 | $131K |
| Private Wealth Asset Management, LLC | 0.01% | New | 1,379 | $131K |
| New Republic Capital, LLC | 0.03% | Add +15.3% | 1,369 | $130K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.8% | 1,283 | $122K |
| Independence Bank of Kentucky | 0.01% | Reduce -26.9% | 1,244 | $118K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -7.6% | 1,206 | $115K |
| Larson Financial Group LLC | 0.00% | Add +3.1% | 1,171 | $112K |
| Crewe Advisors LLC | 0.01% | Reduce -12.3% | 1,166 | $111K |
| Financial Freedom, LLC | 0.05% | Add +1.5% | 1,162 | $111K |
| Clearstead Advisors, LLC | 0.00% | Reduce -35.4% | 1,143 | $109K |
| Tucker Asset Management LLC | 0.03% | Add +15.1% | 1,115 | $106K |
| YANKCOM Partnership | 0.04% | Add +37.3% | 1,045 | $100K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 1,015 | $97K |
| Tompkins Financial Corp. | 0.01% | Add +15.1% | 915 | $87K |
| Richardson Financial Services Inc. | 0.03% | Reduce -8.1% | 914 | $87K |
| Oakworth Capital, Inc. | 0.00% | Reduce -3.7% | 895 | $85K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 834 | $79K |
| Root Financial Partners, LLC | 0.00% | Reduce -17.1% | 828 | $79K |
| Commonwealth Retirement Investments LLC | 0.02% | New | 772 | $74K |
| Realta Investment Advisors | 0.02% | Add +51.7% | 769 | $73K |
| Sunbelt Securities, Inc. | 0.00% | Add +11.9% | 706 | $67K |
| Howe & Rusling Inc. | 0.00% | Add +148.2% | 705 | $67K |
| Ameriflex Group, Inc. | 0.03% | Reduce -14.6% | 692 | $66K |
| Key Capital Management, INC | 0.06% | — | 668 | $64K |
| Merited Wealth, LLC | 0.06% | — | 663 | $63K |
| Rossby Financial, LCC | 0.02% | Reduce -22.5% | 617 | $59K |
| Ransom Advisory, Ltd | 0.02% | New | 598 | $57K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 583 | $56K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Add +28.2% | 568 | $54K |
| Optima Capital LLC | 0.02% | New | 498 | $47K |
| Lavaca Capital LLC | 0.01% | New | 463 | $44K |
| Covestor Ltd | 0.02% | Add +2.1% | 438 | $42K |
| Signature Equity Partners, LLC | 0.02% | — | 441 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -8.7% | 433 | $41K |
| Trust Co. of Vermont | 0.00% | Reduce -50.6% | 427 | $41K |
| Toth Financial Advisory Corp. | 0.00% | New | 426 | $41K |
| Tsfg, LLC | 0.01% | Add +1.7% | 409 | $39K |
| Triumph Capital Management | 0.01% | New | 396 | $38K |
| Thompson Investment Management, Inc. | 0.00% | No change | 395 | $38K |
| SHP Wealth Management | 0.00% | — | 393 | $37K |
| Birchwood Financial Partners, Inc. | 0.04% | — | 389 | $37K |
| Rothschild Investment LLC | 0.00% | Add +1.3% | 386 | $37K |
| Key Financial Inc | 0.01% | Add +96.9% | 380 | $36K |
| Aventura Private Wealth, LLC | 0.01% | No change | 365 | $35K |
| Nemes Rush Group LLC | 0.00% | Add +132.9% | 361 | $34K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 350 | $33K |
| CENTRAL TRUST Co | 0.00% | Reduce -36.6% | 347 | $33K |
| Westfuller Advisors, LLC | 0.01% | No change | 344 | $33K |
| LRI Investments, LLC | 0.00% | No change | 320 | $30K |
| ESL Trust Services, LLC | 0.01% | New | 293 | $28K |
| Delos Wealth Advisors, LLC | 0.02% | Reduce -5.0% | 283 | $27K |
| REAP Financial Group, LLC | 0.01% | Reduce -8.5% | 268 | $26K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 270 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.6% | 250 | $24K |
| Westside Investment Management, Inc. | 0.00% | No change | 246 | $23K |
| SouthState Bank Corp | 0.00% | New | 243 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 236 | $23K |
| Kozak & Associates, Inc. | 0.00% | Add +494.7% | 226 | $22K |
| MCF Advisors LLC | 0.00% | No change | 227 | $22K |
| Curat Global, LLC | 0.02% | Reduce -30.8% | 225 | $21K |
| McIlrath & Eck, LLC | 0.00% | No change | 217 | $21K |
| Boreal Capital Management LLC | 0.02% | Reduce -93.8% | 216 | $21K |
| Eastern Bank | 0.00% | No change | 215 | $20K |
| Meramec Financial Planners, LLC | 0.01% | — | 214 | $20K |
| Laurel Wealth Advisors LLC | 0.00% | New | 200 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -70.5% | 204 | $19K |
| McGuire Capital Advisors Inc. | 0.01% | — | 196 | $19K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 190 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 188 | $18K |
| HM Payson & Co. | 0.00% | No change | 188 | $18K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 188 | $18K |
| Archer Investment Corp | 0.00% | Reduce -5.6% | 187 | $18K |
| DecisionPoint Financial, LLC | 0.00% | New | 178 | $17K |
| Bravera Wealth | 0.01% | — | 170 | $16K |
| Gilpin Wealth Management, LLC | 0.01% | — | 167 | $16K |
| WestEnd Advisors, LLC | 0.00% | No change | 164 | $16K |
| TCTC Holdings, LLC | 0.00% | No change | 162 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | Add +4.7% | 157 | $15K |
| United Financial Planning Group LLC | 0.01% | Reduce -27.3% | 149 | $14K |
| MidFirst Bank | 0.00% | — | 147 | $14K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +111.8% | 144 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -24.5% | 142 | $14K |
| Highline Wealth Partners LLC | 0.00% | Reduce -44.2% | 134 | $13K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 131 | $12K |
| Hughes Financial Services, LLC | 0.00% | Reduce -18.2% | 130 | $12K |
| Breakwater Investment Management | 0.00% | No change | 119 | $11K |
| Motiv8 Investments LLC | 0.01% | New | 120 | $11K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +0.9% | 112 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 109 | $10K |
| Concord Wealth Partners | 0.00% | No change | 107 | $10K |
| AlphaCore Capital LLC | 0.00% | No change | 103 | $10K |
| Phillips Financial Management, LLC | 0.00% | Reduce -72.5% | 102 | $10K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | No change | 100 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $10K |
| Premier Financial Group | 0.00% | New | 96 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 92 | $9K |
| CDKV Holdings LLC | 0.01% | — | 90 | $9K |
| Luminist Capital LLC | 0.01% | Add +3.5% | 88 | $8K |
| Park Square Financial Group, LLC | 0.05% | Reduce -9.6% | 85 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 79 | $8K |
| Comprehensive Financial Planning, Inc. | 0.00% | New | 78 | $7K |
| Barrett & Company, Inc. | 0.00% | Add +8.7% | 75 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.3% | 76 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -21.2% | 67 | $6K |
| NFSG Corp | 0.00% | No change | 64 | $6K |
| Networth Advisors, LLC | 0.00% | — | 62 | $6K |
| Consultiva Wealth Management, Corp. | 0.02% | No change | 61 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 60 | $6K |
| EPG Wealth Management LLC | 0.00% | Add +1.7% | 59 | $6K |
| Bfsg, LLC | 0.00% | No change | 55 | $5K |
| Hurley Capital, LLC | 0.00% | New | 51 | $5K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 48 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -64.2% | 48 | $5K |
| Chilton Capital Management LLC | 0.00% | No change | 48 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | Add +119.0% | 46 | $4K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 46 | $4K |
| Lodestone Wealth Management LLC | 0.00% | New | 46 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 43 | $4K |
| Copia Wealth Management | 0.00% | No change | 42 | $4K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 41 | $4K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -11.1% | 40 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 40 | $4K |
| Quent Capital, LLC | 0.00% | New | 40 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 40 | $4K |
| Operose Advisors LLC | 0.00% | New | 40 | $4K |
| one8zero8, LLC | 0.00% | New | 35 | $3K |
| Chesapeake Asset Management LLC | 0.00% | No change | 34 | $3K |
| Olistico Wealth, LLC | 0.00% | New | 33 | $3K |
| Team Financial Group, LLC | 0.00% | Add +3.1% | 33 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +3.1% | 33 | $3K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 28 | $3K |
| Decker Retirement Planning Inc. | 0.00% | New | 31 | $3K |
| POM Investment Strategies, LLC | 0.00% | New | 31 | $3K |
| BankChampaign, National Association | 0.00% | — | 518 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 30 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $3K |
| Topsail Wealth Management, LLC | 0.00% | No change | 24 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 24 | $2K |
| Investors Research Corp | 0.00% | Reduce -72.0% | 23 | $2K |
| Center for Financial Planning, Inc. | 0.00% | New | 20 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 20 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 20 | $2K |
| Biltmore Family Office, LLC | 0.00% | New | 18 | $2K |
| Estate Planners Group, LLC | 0.00% | — | 18 | $2K |
| Caitlin John, LLC | 0.00% | No change | 16 | $2K |
| Curio Wealth, LLC | 0.00% | New | 15 | $1K |
| Chelsea Counsel Co. | 0.00% | No change | 15 | $1K |
| First Horizon Corp. | 0.00% | Reduce -98.3% | 15 | $1K |
| Eukles Asset Management | 0.00% | No change | 14 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 14 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -7.1% | 13 | $1K |
| FWL Investment Management, LLC | 0.00% | No change | 11 | $1K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -9.1% | 10 | $1K |
| Hanson & Doremus Investment Management | 0.00% | New | 13 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 10 | $952 |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -85.7% | 6 | $572 |
| Grand Wealth Management, LLC | 0.00% | New | 6 | $571 |
| PFS Partners, LLC | 0.00% | No change | 5 | $477 |
| Creative Capital Management Investments LLC | 0.00% | New | 4 | $381 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 322 | $322 |
| Cheviot Value Management, LLC | 0.00% | No change | 3 | $287 |
| Harbor Asset Planning, Inc. | 0.00% | New | 3 | $286 |
| Imprint Wealth LLC | 0.00% | Reduce -50.0% | 1 | $95 |
| Ares Financial Consulting, LLC | 0.00% | — | 1 | $94 |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.