iShares MBS ETFMBBETF
13F holders, Q1 2026 (March 31)1,030holders +7
101new positions
90sold out
7famous investors
$94.92avg. 13F price*
At the end of Q1 2026, 1,030 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, up 7 from Q4 2025. 101 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($6.3B), JPMorgan Chase & Co. ($3.5B) and Envestnet Asset Management Inc. ($2.7B). 7 famous investors held it, including Ray Dalio (0.6% of Bridgewater Associates's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MBS ETF
- CUSIP
- 464288588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $344.9M |
| Exits | 90 | $608.1M |
All 13F filers, Q4 2025 → Q1 2026: 45,701,317 shares bought and 45,777,626 shares sold, net −76,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,030 holders
| Bank of America Corp. | 0.46% | Reduce -6.8% | 66,207,297 | $6.3B |
| JPMorgan Chase & Co. | 0.24% | Add +5.8% | 37,143,199 | $3.5B |
| Envestnet Asset Management Inc. | 0.73% | Add +10.9% | 28,904,219 | $2.7B |
| LPL Financial LLC | 0.71% | Add +0.3% | 27,984,290 | $2.7B |
| UBS Group AG | 0.37% | Add +1028.4% | 21,837,225 | $2.1B |
| TIAA Wealth Investment Management LLC | 10.18% | — | 14,072,269 | $1.3B |
| Ameriprise Financial Inc. | 0.29% | Reduce -10.0% | 13,191,448 | $1.3B |
| Morgan Stanley | 0.06% | Add +9.5% | 10,792,188 | $1.0B |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.73% | — | 7,479,771 | $710.2M |
| Truist Financial Corp. | 0.74% | Add +46.8% | 5,779,539 | $548.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +197.9% | 4,299,327 | $408.2M |
| Stifel Financial Corp. | 0.32% | Add +0.2% | 3,707,598 | $352.0M |
| Bank of Montreal | 0.13% | Add +18.8% | 3,425,563 | $325.3M |
| Allworth Financial LP | 1.29% | Add +1.2% | 3,330,589 | $316.2M |
| PNC Financial Services Group, Inc. | 0.17% | Add +3.5% | 3,106,470 | $295.0M |
| Wells Fargo & Company | 0.05% | Reduce -0.2% | 2,711,021 | $257.4M |
| State of Tennessee, Department of Treasury | 0.79% | Reduce -0.3% | 2,478,109 | $235.3M |
| Midland Wealth Advisors, LLC | 12.11% | Reduce -10.5% | 2,474,044 | $234.9M |
| Bank of New York Mellon Corp | 0.04% | Add +9.5% | 2,314,725 | $219.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.3% | 2,222,389 | $211.0M |
| Sei Investments Co. | 0.19% | Add +5.2% | 2,194,447 | $208.3M |
| Cetera Investment Advisers | 0.20% | Add +2.3% | 2,026,264 | $192.4M |
| Composition Wealth, LLC | 2.64% | Add +12.7% | 2,023,823 | $192.2M |
| Envestnet Portfolio Solutions, Inc. | 1.01% | Reduce -3.6% | 1,930,735 | $183.3M |
| Cwm, LLC | 0.48% | Add +0.9% | 1,927,060 | $183.0M |
| Barclays PLC | 0.07% | Reduce -56.5% | 1,912,803 | $181.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.66% | Add +79.6% | 1,912,114 | $181.6M |
| OneDigital Investment Advisors LLC | 1.65% | Add +8.7% | 1,778,596 | $168.9M |
| Dynasty Wealth Management, LLC | 1.46% | Add +20.8% | 1,760,337 | $167.1M |
| Richard Bernstein Advisors LLC | 4.54% | Add +16486930.0% | 1,648,703 | $156.5M |
| Quotient Wealth Partners, LLC | 4.07% | Add +18.5% | 1,628,093 | $154.6M |
| Bessemer Group Inc. | 0.24% | Add +6.5% | 1,596,964 | $151.6M |
| Raymond James Financial Inc. | 0.04% | Add +8.2% | 1,537,894 | $146.0M |
| Ferguson Wellman Capital Management, Inc. | 1.90% | New | 1,462,193 | $138.8M |
| Janney Montgomery Scott LLC | 0.34% | Add +8.3% | 1,460,265 | $138.7M |
| United Capital Financial Advisors, LLC | 0.83% | Add +4.9% | 1,422,567 | $135.2M |
| MML Investors Services, LLC | 0.37% | Reduce -19.1% | 1,412,423 | $134.1M |
| Royal Bank of Canada | 0.03% | Add +1.7% | 1,408,747 | $133.8M |
| Merit Financial Group, LLC | 0.96% | Add +7.3% | 1,363,626 | $129.5M |
| Bridgewater Associates | 0.58% | Reduce -1.1% | 1,360,000 | $129.1M |
| Park Avenue Securities LLC | 0.99% | Add +0.6% | 1,330,985 | $126.4M |
| Asset Management One Co., Ltd. | 0.32% | Add +13.9% | 1,154,212 | $109.6M |
| Hancock Whitney Corp. | 1.88% | Add +0.2% | 1,142,458 | $108.3M |
| Blue Trust, Inc. | 1.10% | Reduce -22.6% | 1,010,090 | $95.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.25% | Reduce -39.3% | 933,883 | $88.7M |
| Evoke Wealth, LLC | 1.55% | Add +5.9% | 886,160 | $84.1M |
| Fisher Asset Management | 0.03% | Reduce -16.4% | 882,651 | $83.8M |
| Beacon Pointe Advisors, LLC | 0.44% | Add +3.1% | 877,630 | $83.3M |
| Alliancebernstein L.P. | 0.03% | Add +7.5% | 826,002 | $78.7M |
| NewEdge Advisors, LLC | 0.28% | Add +6.7% | 817,242 | $77.6M |
| Avidian Wealth Enterprises, LLC | 2.42% | Add +8.2% | 804,256 | $76.4M |
| Nottingham Advisors, Inc. | 9.72% | Add +16.9% | 795,251 | $75.5M |
| Mill Creek Capital Advisors, LLC | 1.50% | Add +2.8% | 767,705 | $72.9M |
| Exchange Traded Concepts, LLC | 0.54% | Add +6.9% | 735,531 | $69.8M |
| NorthCoast Asset Management LLC | 1.56% | Add +9.7% | 709,796 | $67.4M |
| Commonwealth Equity Services, LLC | 0.09% | Add +1.8% | 687,576 | $65.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +7.3% | 685,590 | $65.1M |
| Klaas Financial Asset Advisors, LLC | 8.84% | Add +8982.9% | 674,586 | $64.1M |
| Allianz Asset Management GmbH | 0.07% | Reduce -5.5% | 669,011 | $63.5M |
| Lutz Financial Services LLC | 4.03% | Add +5.7% | 631,850 | $60.0M |
| Tiaa Trust, National Association | 3.59% | Reduce -97.6% | 622,779 | $59.1M |
| Willis Johnson & Associates, Inc. | 3.40% | Add +1.3% | 613,305 | $58.2M |
| Corient Private Wealth LP | 0.08% | Add +58.6% | 612,593 | $57.6M |
| Rockland Trust Co. | 2.30% | Add +2.4% | 604,597 | $57.4M |
| Dakota Wealth Management | 1.24% | Add +10.5% | 603,613 | $57.3M |
| State of Michigan Retirement System | 0.30% | No change | 600,000 | $57.0M |
| AE Wealth Management LLC | 0.30% | Add +3.2% | 590,739 | $56.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +163.1% | 561,646 | $53.3M |
| Clarity Financial LLC | 5.79% | New | 560,574 | $53.2M |
| Kestra Investment Management, LLC | 0.89% | Reduce -8.2% | 544,803 | $51.7M |
| Dymon Asia Capital (singapore) Pte. LTD. | 10.93% | No change | 523,700 | $49.7M |
| Osaic Holdings, Inc. | 0.07% | Add +3.1% | 512,270 | $48.7M |
| SkyView Investment Advisors, LLC | 6.44% | Reduce -1.0% | 503,661 | $47.8M |
| Foundations Investment Advisors, LLC | 0.59% | Add +11.4% | 500,518 | $47.5M |
| Korea Investment CORP | 0.10% | No change | 500,000 | $47.5M |
| Constellation Investments, Inc. | 1.56% | No change | 495,924 | $47.1M |
| Strategic Wealth Partners, Ltd. | 3.20% | Add +4.1% | 485,919 | $46.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Reduce -48.8% | 477,622 | $45.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.91% | Add +4.0% | 471,752 | $44.8M |
| NorthRock Partners, LLC | 0.71% | Add +2.3% | 466,390 | $44.3M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +12.0% | 457,560 | $43.4M |
| State of New Jersey Common Pension Fund D | 0.16% | No change | 450,000 | $42.7M |
| Ocean Park Asset Management, LLC | 2.43% | Add +4.2% | 442,207 | $42.0M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -2.9% | 435,566 | $41.3M |
| St Germain D J Co. Inc. | 1.57% | Add +6.3% | 418,226 | $39.7M |
| Stockman Wealth Management, Inc. | 4.18% | Reduce -27.7% | 397,518 | $37.7M |
| Bangor Savings Bank | 2.99% | Add +3.9% | 393,454 | $37.4M |
| Baird Financial Group, Inc. | 0.06% | Add +16.2% | 391,343 | $37.2M |
| Conning Inc. | 1.28% | No change | 387,672 | $36.8M |
| Kingsview Wealth Management, LLC | 0.50% | Add +72.7% | 384,249 | $36.5M |
| Northside Capital Management, LLC | 3.10% | Add +27.1% | 371,556 | $35.3M |
| Principal Securities, Inc. | 0.52% | Add +32.7% | 370,956 | $35.2M |
| Franklin Resources Inc. | 0.01% | Add +6.9% | 361,078 | $34.3M |
| FMR LLC | 0.00% | Add +1.3% | 356,352 | $33.8M |
| Federated Hermes, Inc. | 0.05% | Add +48.5% | 355,220 | $33.7M |
| Cabot Wealth Management Inc. | 3.83% | Add +4.8% | 351,174 | $33.3M |
| Parkside Investments, LLC | 4.04% | Add +1.6% | 350,288 | $33.3M |
| Nan Fung Trinity (hk) Ltd. | 3.64% | No change | 349,200 | $33.2M |
| Zurich Insurance Group Ltd | 0.25% | No change | 338,060 | $32.1M |
| JB Capital LLC | 1.28% | Add +4.6% | 333,020 | $31.6M |
| Confluence Investment Management LLC | 0.49% | Reduce -3.4% | 332,934 | $31.6M |
| Sanctuary Advisors, LLC | 0.17% | Add +3.9% | 327,194 | $31.1M |
| Clearwater Capital Advisors, LLC | 2.49% | Add +4.4% | 325,036 | $30.9M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.2% | 323,110 | $30.7M |
| Prestige Wealth Management Group LLC | 5.89% | Add +17959.5% | 316,041 | $30.0M |
| Brookstone Capital Management | 0.34% | Add +2.4% | 315,815 | $30.0M |
| US Bancorp \de | 0.04% | Reduce -37.5% | 313,324 | $29.8M |
| Penserra Capital Management LLC | 0.35% | Add +17.9% | 312,138 | $29.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.5% | 302,215 | $28.7M |
| Capital International Investors | 0.01% | Add +1.8% | 299,894 | $28.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.07% | Reduce -2.8% | 295,766 | $28.1M |
| Modera Wealth Management, LLC | 0.34% | Add +0.7% | 295,435 | $28.1M |
| Independent Advisor Alliance | 0.29% | Add +703.5% | 289,131 | $27.5M |
| Cerity Partners LLC | 0.04% | Add +59.5% | 288,589 | $27.4M |
| Integrity Alliance, Llc. | 1.02% | Add +6.0% | 281,068 | $26.7M |
| Meridian Wealth Partners, LLC | 3.65% | Add +4.5% | 280,334 | $26.6M |
| Ascent Group, LLC | 0.91% | Add +7.5% | 277,250 | $26.3M |
| Acorns Advisers, LLC | 0.20% | Add +0.0% | 276,788 | $26.3M |
| CIBC Bancorp USA Inc. | 0.03% | — | 262,949 | $24.9M |
| Talon Private Wealth, LLC | 3.25% | — | 257,501 | $24.4M |
| Carnegie Investment Counsel | 0.47% | Add +1.6% | 256,676 | $24.4M |
| Kelman-Lazarov, Inc. | 3.40% | Add +2.3% | 249,955 | $23.7M |
| Jacobson & Schmitt Advisors, LLC | 4.29% | Add +8.8% | 249,332 | $23.7M |
| HighTower Advisors, LLC | 0.02% | Add +4.5% | 239,721 | $22.8M |
| Horst & Graben Wealth Management LLC | 3.08% | Add +4.1% | 236,182 | $22.5M |
| Wealthcare Advisory Partners LLC | 0.44% | Add +46.8% | 235,771 | $22.4M |
| Courier Capital LLC | 1.24% | Add +7.1% | 233,967 | $22.2M |
| Estate Counselors, LLC | 1.97% | Add +99.7% | 232,819 | $22.1M |
| Private Advisor Group, LLC | 0.10% | Reduce -2.6% | 230,583 | $21.9M |
| Manhattan West Asset Management, LLC | 4.26% | Add +17.3% | 229,499 | $21.8M |
| Advocacy Wealth Management, LLC | 0.96% | Add +4.9% | 228,920 | $21.7M |
| Johnson Financial Group, Inc. | 0.79% | Reduce -2.4% | 228,370 | $21.7M |
| Mariner, LLC | 0.03% | Add +5.7% | 225,629 | $21.4M |
| Leavell Investment Management, Inc. | 0.86% | Add +2.4% | 221,906 | $21.1M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +12.7% | 221,272 | $21.0M |
| Arvest Investments, Inc. | 2.85% | Reduce -2.6% | 219,863 | $20.9M |
| Banque Cantonale Vaudoise | 0.77% | Reduce -13.9% | 216,000 | $20.5M |
| Triad Wealth Partners, LLC | 1.62% | Add +42.3% | 214,833 | $20.4M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Add +148.2% | 210,498 | $20.0M |
| Northern Trust Corp. | 0.00% | Add +11.5% | 209,835 | $19.9M |
| Vise Technologies, Inc. | 0.39% | No change | 207,511 | $19.8M |
| Galvin, Gaustad & Stein, LLC | 1.59% | Reduce -7.5% | 206,612 | $19.6M |
| TCW Group Inc. | 0.15% | Add +1.7% | 205,827 | $19.5M |
| Castleark Management LLC | 0.64% | No change | 204,235 | $19.4M |
| Sharkey, Howes & Javer | 2.61% | Add +3.9% | 204,183 | $19.4M |
| MAI Capital Management | 0.11% | Add +4.3% | 203,790 | $19.3M |
| Jane Street Group, LLC | 0.02% | New | 196,999 | $18.7M |
| Stansberry Asset Management, LLC | 1.95% | Add +28.4% | 195,885 | $18.6M |
| Manning & Napier Advisors LLC | 0.26% | Reduce -12.8% | 195,078 | $18.5M |
| Johns Hopkins University | 1.33% | No change | 193,437 | $18.4M |
| SteelPeak Wealth, LLC | 0.57% | Add +8.4% | 190,554 | $18.1M |
| RKL Wealth Management LLC | 1.63% | Reduce -7.3% | 190,282 | $18.1M |
| CFS Investment Advisory Services, LLC | 1.23% | Reduce -0.7% | 186,205 | $17.8M |
| Lifeworks Advisors, LLC | 2.27% | Reduce -0.9% | 186,396 | $17.7M |
| Modern Wealth Management, LLC | 0.30% | Add +26.7% | 185,341 | $17.5M |
| Atria Investments, Inc | 0.19% | Add +5.3% | 183,317 | $17.4M |
| Keybank National Association | 0.06% | Reduce -1.4% | 178,128 | $16.9M |
| Allstate Corp. | 0.18% | Reduce -41.5% | 177,775 | $16.9M |
| McKinley Carter Wealth Services, Inc. | 0.97% | Add +145.6% | 176,215 | $16.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.95% | Add +18.2% | 175,119 | $16.6M |
| Fifth Third Bancorp | 0.03% | Add +11584.2% | 171,874 | $16.3M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -40.5% | 169,338 | $16.1M |
| Anfield Capital Management, LLC | 4.36% | Add +98.0% | 166,806 | $15.8M |
| BlueSky Wealth Advisors, LLC | 2.02% | New | 165,545 | $15.7M |
| First Trust Advisors LP | 0.01% | Reduce -1.4% | 164,835 | $15.7M |
| Smith Salley Wealth Management | 0.79% | Add +6.4% | 164,662 | $15.6M |
| Assetmark, Inc. | 0.03% | Reduce -1.1% | 162,082 | $15.4M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Add +5.6% | 161,108 | $15.2M |
| Heck Capital Advisors, LLC | 1.13% | Reduce -2.2% | 160,004 | $15.2M |
| Geneos Wealth Management Inc. | 0.34% | Add +35.5% | 156,532 | $14.9M |
| Trek Financial, LLC | 0.76% | Add +11.5% | 150,076 | $14.2M |
| &partners | 0.07% | Reduce -11.1% | 149,992 | $14.2M |
| Rwa Wealth Partners, LLC | 0.16% | Reduce -7.8% | 149,301 | $14.2M |
| Checchi Capital Advisers, LLC | 0.96% | Add +1.8% | 147,860 | $14.0M |
| Meteora Capital, LLC | 1.04% | No change | 146,600 | $13.9M |
| Farmers & Merchants Investments Inc. | 0.38% | Add +16.2% | 145,744 | $13.8M |
| Compass Wealth Management, LLC | 5.84% | Add +2.9% | 144,011 | $13.7M |
| Impact Partnership Wealth, LLC | 1.68% | Add +69.0% | 143,460 | $13.6M |
| Bernardo Wealth Planning LLC | 2.64% | Add +4.1% | 141,939 | $13.5M |
| Stone House Investment Management, LLC | 2.40% | Add +4.1% | 140,897 | $13.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.54% | Add +5.8% | 139,251 | $13.2M |
| Cornerstone Management, Inc. | 2.10% | Add +7.4% | 138,932 | $13.2M |
| Icon Wealth Advisors, LLC | 0.84% | Add +5.2% | 137,156 | $13.0M |
| NewSquare Capital LLC | 1.12% | Add +0.2% | 135,925 | $12.9M |
| iA Global Asset Management Inc. | 0.18% | New | 135,000 | $12.8M |
| Spectrum Investment Advisors, Inc. | 6.35% | Add +5.9% | 134,513 | $12.8M |
| Boltwood Capital Management | 3.26% | Add +2.9% | 134,437 | $12.8M |
| Equitable Holdings, Inc. | 0.08% | Add +11.8% | 130,819 | $12.5M |
| Resona Asset Management Co.,Ltd. | 0.06% | Add +97.8% | 128,832 | $12.2M |
| Rothschild Wealth LLC | 1.10% | Add +8.8% | 128,119 | $12.2M |
| Citadel Advisors | 0.01% | New | 127,545 | $12.1M |
| Security Financial Services, INC. | 1.91% | Add +1.0% | 127,443 | $12.1M |
| Tandem Wealth Advisors LLC | 5.36% | Reduce -28.1% | 126,557 | $12.0M |
| One Wealth Advisors, LLC | 1.49% | Add +2.8% | 126,153 | $12.0M |
| Ancora Advisors LLC | 0.25% | Add +14.0% | 122,724 | $11.7M |
| HRT Financial LP | 0.03% | New | 122,235 | $11.6M |
| Focus Partners Wealth | 0.01% | Add +3.0% | 120,369 | $11.5M |
| Lazard Asset Management LLC | 0.02% | Add +2.0% | 121,088 | $11.5M |
| Westover Capital Advisors, LLC | 2.09% | Add +0.7% | 119,668 | $11.4M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -1.7% | 118,052 | $11.2M |
| FDx Advisors, Inc. | 3.57% | Add +3.0% | 117,929 | $11.2M |
| Kelly Financial Services LLC | 2.70% | Add +7.0% | 118,179 | $11.2M |
| AAFMAA Wealth Management & Trust LLC | 4.26% | Reduce -2.3% | 115,779 | $11.0M |
| EverSource Wealth Advisors, LLC | 0.33% | Add +1.4% | 114,489 | $10.9M |
| Seeds Investor LLC | 1.47% | New | 113,393 | $10.8M |
| Shelter Mutual Insurance Co | 2.39% | Add +3.3% | 113,212 | $10.7M |
| Beacon Bridge Wealth Partners, LLC | 3.60% | Reduce -3.9% | 113,194 | $10.7M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -4.6% | 113,332 | $10.7M |
| JT Stratford LLC | 1.36% | Add +5.5% | 112,190 | $10.7M |
| Theory Financial LLC | 3.73% | Add +1.2% | 111,949 | $10.6M |
| World Investment Advisors | 0.17% | Reduce -1.7% | 110,922 | $10.5M |
| Hilltop Holdings Inc. | 0.96% | Reduce -40.5% | 110,730 | $10.5M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -30.8% | 109,405 | $10.4M |
| Creative Planning | 0.01% | Reduce -8.2% | 107,925 | $10.2M |
| Axxcess Wealth Management, LLC | 0.32% | Add +493.1% | 106,025 | $10.1M |
| Pictet Asset Management Holding SA | 0.01% | No change | 106,000 | $10.1M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -33.1% | 105,763 | $10.0M |
| TSA Wealth Managment LLC | 3.17% | Add +6.5% | 103,238 | $9.8M |
| Foster & Motley Inc. | 0.50% | Reduce -1.1% | 102,180 | $9.7M |
| Cim, LLC | 1.38% | Reduce -0.1% | 100,687 | $9.6M |
| Elevation Point Wealth Partners, LLC | 0.23% | Add +153.0% | 100,537 | $9.5M |
| Arax Advisory Partners | 0.26% | Add +117.5% | 98,798 | $9.4M |
| Cascade Financial Partners, LLC | 0.96% | New | 97,714 | $9.3M |
| Smartleaf Asset Management LLC | 0.33% | Add +3.9% | 97,805 | $9.3M |
| Gateway Wealth Partners, LLC | 0.36% | Add +285.6% | 96,332 | $9.1M |
| Aureum Wealth Management, LLC | 6.09% | Add +44.6% | 92,201 | $8.8M |
| Beacon Financial Group | 0.87% | Add +7.7% | 91,454 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.0% | 89,647 | $8.5M |
| Scarborough Advisors, LLC | 0.93% | New | 89,008 | $8.5M |
| Harbour Investments, Inc. | 0.13% | Add +9.4% | 88,518 | $8.4M |
| Procyon Advisors, LLC | 0.39% | Reduce -7.2% | 83,909 | $8.0M |
| SIMA Wealth Partners, LLC | 6.06% | Add +8.0% | 83,770 | $8.0M |
| Snider Financial Group | 2.40% | Add +7.1% | 83,684 | $7.9M |
| Blankinship & Foster, LLC | 1.73% | Add +1.0% | 82,527 | $7.8M |
| PAX Financial Group, LLC | 1.34% | Add +2.9% | 82,444 | $7.8M |
| Leuthold Group, LLC | 0.82% | Reduce -0.6% | 81,447 | $7.7M |
| West Family Investments, Inc. | 2.70% | No change | 80,697 | $7.7M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +35.4% | 80,960 | $7.7M |
| Darwin Wealth Management, LLC | 2.39% | New | 80,927 | $7.7M |
| First American Trust, FSB | 0.51% | Add +7.5% | 79,110 | $7.5M |
| Invst, LLC | 0.84% | Reduce -7.1% | 78,244 | $7.4M |
| Regal Investment Advisors LLC | 0.43% | Add +1.4% | 77,886 | $7.4M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Add +1.1% | 75,512 | $7.2M |
| Elevated Financial Group LLC | 2.37% | Add +9.8% | 75,386 | $7.2M |
| Cary Street Partners Financial LLC | 0.18% | Reduce -0.8% | 75,073 | $7.1M |
| Keebeck Wealth Management | 0.78% | Add +340.6% | 73,320 | $7.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -22.1% | 73,183 | $6.9M |
| Diversify Wealth Management, LLC | 0.12% | Add +81.2% | 73,404 | $6.9M |
| Quattro Financial Advisors LLC | 2.06% | Add +2.4% | 71,594 | $6.8M |
| Archford Capital Strategies, LLC | 0.78% | Add +15.3% | 71,414 | $6.8M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +4.7% | 70,720 | $6.7M |
| Bay Harbor Wealth Management, LLC | 1.73% | Add +2.3% | 70,446 | $6.7M |
| Keystone Financial Services | 1.93% | Add +7.2% | 69,202 | $6.6M |
| Capital Analysts, LLC | 0.17% | Add +12.2% | 68,162 | $6.5M |
| Pettinga Financial Advisors LLC | 1.22% | Add +4.8% | 68,112 | $6.5M |
| Shared Vision Wealth Group LLC | 2.63% | Reduce -4.0% | 68,009 | $6.5M |
| Sax Wealth Advisors, LLC | 0.31% | No change | 67,527 | $6.4M |
| Boothbay Fund Management, LLC | 0.15% | No change | 67,436 | $6.4M |
| Van Hulzen Asset Management, LLC | 0.47% | Add +6.1% | 66,871 | $6.3M |
| Fort Point Capital Partners LLC | 0.83% | Reduce -4.3% | 66,739 | $6.3M |
| Alternative Investment Advisors, LLC. | 2.78% | Reduce -6.2% | 66,069 | $6.3M |
| Sovran Advisors, LLC | 0.49% | Add +47.6% | 65,238 | $6.2M |
| Wealth Alliance, LLC | 0.61% | Add +6.6% | 65,037 | $6.2M |
| Winthrop Capital Management, LLC | 1.57% | Reduce -0.9% | 64,457 | $6.1M |
| Riggs Asset Managment Co. Inc. | 1.25% | Add +21.3% | 64,011 | $6.1M |
| Legacy Financial Group LLC | 0.76% | Add +4.9% | 63,898 | $6.1M |
| Cobblestone Asset Management LLC | 2.73% | Add +4.5% | 63,835 | $6.1M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -0.1% | 63,705 | $6.0M |
| Signal Advisors Wealth, LLC | 0.41% | Add +15.6% | 63,390 | $6.0M |
| Belpointe Asset Management LLC | 0.22% | Add +5.3% | 62,562 | $5.9M |
| SigFig Wealth Management, LLC | 0.17% | Add +4.3% | 62,261 | $5.9M |
| McNaughton Wealth Management, LLC | 2.42% | Add +2.6% | 61,601 | $5.8M |
| Betterment LLC | 0.01% | Add +7.4% | 61,327 | $5.8M |
| Captrust Financial Advisors | 0.01% | Reduce -7.6% | 61,318 | $5.8M |
| Independent Financial Group, LLC | 0.13% | Add +2.7% | 60,582 | $5.8M |
| True Vision MN LLC | 2.96% | Add +16.9% | 60,402 | $5.7M |
| Mma Asset Management LLC | 1.98% | Add +54.1% | 59,368 | $5.6M |
| Genesis Wealth Advisors, LLC | 3.75% | Add +5.3% | 59,167 | $5.6M |
| Voisard Asset Management Group, Inc. | 1.19% | Reduce -61.9% | 58,739 | $5.6M |
| Liberty Wealth Management LLC | 0.69% | Add +9.2% | 58,020 | $5.5M |
| WBH Advisory Inc. | 0.41% | Reduce -18.8% | 57,475 | $5.4M |
| Jmac Enterprises LLC | 1.04% | Add +1.7% | 57,168 | $5.4M |
| Knights of Columbus Asset Advisors LLC | 0.31% | Add +30.6% | 57,099 | $5.4M |
| Cypress Wealth Services, LLC | 0.76% | Add +8.9% | 56,843 | $5.4M |
| Advisory Services Network, LLC | 0.07% | Add +27.5% | 55,623 | $5.3M |
| Inspire Advisors, LLC | 0.43% | Add +2.5% | 55,573 | $5.3M |
| Mayflower Financial Advisors, LLC | 0.64% | Add +6.9% | 55,051 | $5.2M |
| Jones Financial Companies LLLP | 0.00% | Add +20.6% | 54,658 | $5.2M |
| Core Wealth Advisors, LLC | 3.92% | Add +5.5% | 53,678 | $5.1M |
| First Citizens Bank & Trust Co. | 0.11% | Add +111.0% | 53,297 | $5.1M |
| Advisors Preferred, LLC | 0.74% | Add +25.9% | 53,155 | $5.0M |
| Advus Financial Partners, LLC | 1.26% | Add +0.3% | 52,934 | $5.0M |
| Essential Planning, LLC. | 1.56% | Reduce -3.5% | 51,590 | $4.9M |
| Client 1ST Advisory Group, LLC | 1.47% | Add +8.6% | 50,940 | $4.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Add +106.7% | 50,228 | $4.8M |
| WCG Wealth Advisors LLC | 0.13% | Add +4.0% | 49,717 | $4.7M |
| Choreo, LLC | 0.06% | Reduce -6.3% | 49,562 | $4.7M |
| Shepherd Financial Partners LLC | 0.44% | Add +5.3% | 49,105 | $4.7M |
| Columbus Macro, LLC | 0.50% | Reduce -22.2% | 48,838 | $4.6M |
| Traveka Wealth, LLC | 1.77% | Add +131.6% | 48,799 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +2.7% | 48,787 | $4.6M |
| Simplicity Wealth,LLC | 0.26% | Add +9.1% | 48,651 | $4.6M |
| Monument Capital Management | 1.14% | Reduce -4.8% | 47,809 | $4.5M |
| CI Investments Inc. | 0.02% | Reduce -20.5% | 47,247 | $4.5M |
| Daviman Financial, LLC | 2.62% | Add +1.2% | 46,738 | $4.4M |
| Apollon Wealth Management, LLC | 0.07% | Add +6.1% | 45,992 | $4.4M |
| WealthShield Partners, LLC | 0.47% | Add +4.5% | 44,766 | $4.3M |
| Insight Wealth Strategies, LLC | 0.47% | Add +7.3% | 44,638 | $4.2M |
| Csenge Advisory Group | 0.19% | Add +3.1% | 43,653 | $4.1M |
| Atlatl Advisers LLC | 3.05% | Add +28.8% | 43,228 | $4.1M |
| Focus Financial Network, Inc. | 0.15% | Reduce -1.6% | 43,111 | $4.1M |
| UNIVEST FINANCIAL Corp | 0.23% | Add +13.3% | 42,806 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -64.2% | 42,542 | $4.0M |
| Bigelow Investment Advisors, LLC | 1.61% | Add +13.3% | 42,357 | $4.0M |
| Endeavor Private Wealth, Inc. | 1.14% | Add +8.7% | 41,695 | $4.0M |
| Integrated Advisors Network LLC | 0.21% | Reduce -9.0% | 41,395 | $3.9M |
| Proffitt & Goodson Inc. | 0.61% | Reduce -1.9% | 41,242 | $3.9M |
| Brucke Financial, Inc. | 1.89% | New | 39,262 | $3.7M |
| Cornerstone Planning Group LLC | 0.49% | Add +29.7% | 38,726 | $3.7M |
| Hexagon Capital Partners LLC | 0.53% | Add +12.2% | 38,335 | $3.6M |
| D L Carlson Investment Group Inc. | 0.62% | Add +10.7% | 37,825 | $3.6M |
| Chatterton & Associates Inc. | 2.50% | Add +38.6% | 37,502 | $3.6M |
| Intrua Financial, LLC | 0.38% | Add +120.8% | 37,199 | $3.5M |
| WESPAC Advisors SoCal, LLC | 0.75% | New | 36,992 | $3.5M |
| Range Financial Group LLC | 1.18% | Add +6.7% | 36,981 | $3.5M |
| JGP Wealth Management, LLC | 0.36% | Reduce -3.9% | 36,823 | $3.5M |
| Jacobi Capital Management LLC | 0.19% | Add +0.6% | 36,707 | $3.5M |
| Citizens & Northern Corp. | 0.87% | Add +3.7% | 36,655 | $3.5M |
| Mgo One Seven LLC | 0.07% | Add +12.1% | 36,549 | $3.5M |
| Naples Global Advisors, LLC | 0.25% | Add +11.7% | 36,524 | $3.5M |
| Mutual Advisors, LLC | 0.07% | Reduce -5.8% | 36,501 | $3.5M |
| Fermata Advisors, LLC | 0.77% | Reduce -9.8% | 36,076 | $3.4M |
| Sachetta, LLC | 1.85% | Add +1.1% | 35,932 | $3.4M |
| Benjamin Edwards Inc. | 0.03% | Reduce -53.6% | 35,819 | $3.4M |
| 5T Wealth, LLC | 1.33% | Add +9.3% | 35,490 | $3.4M |
| Ashton Thomas Securities, LLC | 0.42% | Add +1.0% | 35,496 | $3.4M |
| Tme Financial, Inc. | 2.33% | Reduce -6.0% | 35,348 | $3.4M |
| OpenArc Corporate Advisory, LLC | 0.05% | Reduce -11.8% | 35,202 | $3.3M |
| Quadrant Private Wealth Management, LLC | 0.52% | Add +14.7% | 35,064 | $3.3M |
| Centurion Wealth Management LLC | 0.75% | Add +2.0% | 35,004 | $3.3M |
| Liberty Atlantic Advisors LLC | 2.84% | Add +67.7% | 34,962 | $3.3M |
| GTS Financial, LLC | 2.61% | — | 35,156 | $3.3M |
| Mosley Wealth Management | 1.48% | Add +0.5% | 34,444 | $3.3M |
| Hoxton Planning & Management, LLC | 0.98% | Add +12.8% | 34,393 | $3.3M |
| Sunesis Advisors, LLC | 1.47% | Reduce -17.9% | 34,308 | $3.3M |
| Centennial Wealth Advisory LLC | 0.79% | Add +2.6% | 34,274 | $3.3M |
| Resolute Wealth Advisor, Inc. | 1.83% | — | 33,935 | $3.2M |
| Swmg, LLC | 0.89% | Add +23.7% | 32,963 | $3.1M |
| Commerce Bank | 0.02% | Add +82.1% | 32,875 | $3.1M |
| Integrity Advisory Solutions, LLC | 0.41% | Add +5.5% | 32,423 | $3.1M |
| TD Private Client Wealth LLC | 0.06% | Add +5.0% | 32,296 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -74.8% | 32,239 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +20.5% | 32,108 | $3.0M |
| James Investment Research, Inc. | 0.33% | Add +1.9% | 31,296 | $3.0M |
| Snowden Capital Advisors LLC | 0.08% | Add +4.3% | 31,235 | $3.0M |
| Brian Low Financial Group, LLC | 2.01% | Reduce -0.1% | 31,172 | $3.0M |
| Redwood Investment Management, LLC | 0.37% | Add +11.9% | 31,004 | $2.9M |
| ArborFi Advisors, LLC | 2.38% | Add +10.1% | 30,726 | $2.9M |
| Arkadios Wealth Advisors | 0.05% | Reduce -3.3% | 30,629 | $2.9M |
| Flagship Harbor Advisors, LLC | 0.13% | Add +6.3% | 30,612 | $2.9M |
| Verus Capital Partners, LLC | 0.19% | Add +4.1% | 29,338 | $2.8M |
| Yukon Wealth Management, Inc. | 1.66% | Add +1.1% | 29,259 | $2.8M |
| Private Trust Co. NA | 0.24% | Reduce -2.9% | 28,698 | $2.7M |
| Ascentis Independent Advisors | 0.21% | Add +937.3% | 28,680 | $2.7M |
| Whalen Wealth Management Inc. | 1.45% | Add +38.1% | 28,571 | $2.7M |
| Sierra Capital LLC | 0.29% | No change | 28,777 | $2.7M |
| Renaissance Technologies | 0.00% | Add +233.9% | 28,000 | $2.7M |
| Insigneo Advisory Services, LLC | 0.19% | Reduce -0.1% | 27,622 | $2.6M |
| Dorsey & Whitney Trust CO LLC | 0.14% | Reduce -1.2% | 27,618 | $2.6M |
| Cassilly Financial Group LLC | 2.26% | Add +3.0% | 27,458 | $2.6M |
| TritonPoint Partners, LLC | 0.96% | Add +15.6% | 27,410 | $2.6M |
| Tradition Wealth Management, LLC | 0.18% | Add +3.4% | 27,001 | $2.6M |
| Trajan Wealth LLC | 0.10% | New | 26,932 | $2.6M |
| Western Wealth Management, LLC | 0.10% | Add +1.8% | 26,930 | $2.6M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -14.7% | 26,902 | $2.6M |
| Parallel Advisors, LLC | 0.05% | Reduce -47.8% | 26,880 | $2.6M |
| Barnes Wealth Management Group, Inc | 1.29% | Add +1.3% | 26,833 | $2.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +5.7% | 26,757 | $2.5M |
| Twin Peaks Wealth Advisors, LLC | 0.64% | Add +14.0% | 26,658 | $2.5M |
| Patten & Patten Inc. | 0.15% | Add +17.7% | 26,466 | $2.5M |
| Retirement Systems of Alabama | 0.01% | New | 26,190 | $2.5M |
| Kickstand Ventures, Llc. | 0.52% | Add +0.6% | 25,882 | $2.5M |
| Braun-Bostich & Associates Inc. | 1.54% | Reduce -1.0% | 25,839 | $2.5M |
| Compass Financial Group, Inc. | 1.11% | Reduce -0.1% | 25,826 | $2.5M |
| Brookwood Investment Group LLC | 0.31% | Add +137.2% | 25,782 | $2.4M |
| Voya Financial Advisors, Inc. | 0.24% | Add +7.7% | 25,926 | $2.4M |
| Bestgate Wealth Advisors, LLC | 4.38% | Add +9.1% | 25,579 | $2.4M |
| One Wealth Capital Management, LLC | 1.04% | Add +5.3% | 25,037 | $2.4M |
| Compound Planning, Inc. | 0.07% | Add +22.5% | 25,033 | $2.4M |
| Nicolet Bankshares Inc. | 0.09% | Add +660.0% | 24,965 | $2.4M |
| Lifelong Wealth Advisors, Inc. | 0.63% | Add +8.4% | 24,694 | $2.3M |
| DecisionMap Wealth Management, LLC | 1.51% | Add +8.9% | 24,633 | $2.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | New | 24,266 | $2.3M |
| DB Fitzpatrick & Co, Inc | 1.97% | Add +2.7% | 24,230 | $2.3M |
| International Private Wealth Advisors LLC | 1.40% | Add +692.6% | 24,158 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -28.3% | 24,156 | $2.3M |
| Midwest Trust Co | 0.03% | Add +547.9% | 24,146 | $2.3M |
| MA Private Wealth | 0.39% | Add +8.0% | 24,024 | $2.3M |
| Creative Financial Designs Inc. | 0.14% | Reduce -2.1% | 23,979 | $2.3M |
| Community Bank, N.A. | 0.27% | Add +3.6% | 23,942 | $2.3M |
| Compass Financial Group, Inc. (Ohio) | 1.65% | Reduce -0.5% | 23,748 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Add +5.4% | 23,657 | $2.2M |
| Alterna Wealth Management, Inc. | 1.70% | Add +39.5% | 23,625 | $2.2M |
| Frisch Financial Group, Inc. | 0.46% | Add +801.5% | 23,160 | $2.2M |
| IFP Advisors, Inc | 0.05% | Reduce -9.1% | 22,898 | $2.2M |
| Trilogy Capital Inc. | 0.10% | Add +4.1% | 22,699 | $2.2M |
| Richmond Investment Services, LLC | 0.35% | Add +12.9% | 22,687 | $2.2M |
| Watershed Private Wealth LLC | 0.67% | Add +43.6% | 22,468 | $2.1M |
| Proficio Capital Partners LLC | 0.11% | Reduce -71.3% | 22,475 | $2.1M |
| May Hill Capital, LLC | 0.53% | Add +20.3% | 22,251 | $2.1M |
| ShoreHaven Wealth Partners, LLC | 0.76% | Add +1.1% | 22,210 | $2.1M |
| L & S Advisors Inc | 0.26% | No change | 22,055 | $2.1M |
| Kilter Group LLC | 0.90% | Add +10.6% | 21,950 | $2.1M |
| UMB Bank, n.a. | 0.03% | Reduce -2.9% | 21,903 | $2.1M |
| Curtis Wealth Management LLC | 1.94% | Add +3.6% | 21,706 | $2.1M |
| One Capital Management, LLC | 0.06% | Reduce -5.3% | 21,387 | $2.0M |
| J.M. Arbour, LLC | 1.95% | Add +5.7% | 21,341 | $2.0M |
| LifePlan Investment Advisors, Inc. | 0.80% | Add +10.4% | 21,330 | $2.0M |
| Stelac Advisory Services LLC | 0.41% | Add +2.7% | 21,192 | $2.0M |
| Nvwm, LLC | 0.44% | Add +774.6% | 20,972 | $2.0M |
| WealthPLAN Partners, LLC | 0.38% | Add +3.6% | 20,820 | $2.0M |
| Sowell Financial Services LLC | 0.07% | Add +7.3% | 20,761 | $2.0M |
| Range Advisory, LLC | 0.36% | Add +66.9% | 20,726 | $2.0M |
| IFS Group,LLC | 1.75% | — | 20,722 | $2.0M |
| Guardian Wealth Advisors, LLC / NC | 0.12% | Reduce -4.5% | 20,602 | $2.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -1.4% | 20,593 | $2.0M |
| BCU Wealth Advisors, LLC | 0.73% | Add +4.7% | 20,540 | $2.0M |
| Polaris Investment Advisors, LLC | 1.42% | Add +6.7% | 20,447 | $1.9M |
| HSBC Holdings PLC | 0.00% | Add +35.3% | 20,356 | $1.9M |
| Sovereign Investment Advisors, LLC | 0.41% | New | 20,300 | $1.9M |
| Chesapeake Capital Corp. | 1.38% | Add +75.8% | 20,106 | $1.9M |
| Capital Investment Advisors, LLC | 0.03% | Add +46.9% | 20,106 | $1.9M |
| Tidal Investments LLC | 0.01% | Add +75.5% | 20,106 | $1.9M |
| Waverly Advisors, LLC | 0.01% | Reduce -9.6% | 19,894 | $1.9M |
| Buttonwood Financial Group, LLC | 1.16% | Reduce -0.8% | 19,855 | $1.9M |
| Mather Group, Llc. | 0.02% | Add +29.6% | 19,542 | $1.9M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.0% | 19,528 | $1.9M |
| Coordinated Financial Services, Inc. | 1.08% | Add +1.8% | 19,458 | $1.8M |
| Payne Capital LLC | 1.69% | Reduce -1.9% | 19,340 | $1.8M |
| Invariant Investment Management | 1.13% | Add +6.5% | 19,277 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +145.2% | 19,297 | $1.8M |
| Pure Financial Advisors, LLC | 0.03% | Add +33.6% | 19,121 | $1.8M |
| Davis Wealth Advisors, LLC | 1.50% | Add +4.3% | 19,037 | $1.8M |
| Soltis Investment Advisors LLC | 0.12% | New | 18,968 | $1.8M |
| Coldstream Capital Management Inc. | 0.02% | Add +2.8% | 18,890 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +8.6% | 18,729 | $1.8M |
| Guidance Capital, Inc. | 0.40% | Add +369.5% | 18,816 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -0.6% | 18,689 | $1.8M |
| Sheets Smith Wealth Management | 0.20% | Reduce -4.0% | 18,573 | $1.8M |
| Strategic Blueprint, LLC | 0.10% | Reduce -6.0% | 18,433 | $1.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.13% | Add +19.7% | 18,423 | $1.7M |
| Global Assets Advisory, LLC | 0.50% | Add +45.5% | 18,251 | $1.7M |
| Scissortail Wealth Management, LLC | 0.35% | New | 18,193 | $1.7M |
| Lakeshore Capital Group, Inc. | 1.38% | Reduce -1.5% | 17,860 | $1.7M |
| Buck Wealth Strategies, LLC | 0.21% | New | 17,851 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -7.3% | 17,779 | $1.7M |
| Town Capital LLC | 1.36% | Reduce -1.4% | 17,707 | $1.7M |
| Droms Strauss Advisors Inc. /Mo/ | 0.44% | No change | 17,635 | $1.7M |
| K2 Financial Inc. | 1.22% | Add +4.6% | 17,570 | $1.7M |
| Auour Investments LLC | 0.52% | Add +3.1% | 17,574 | $1.7M |
| Advisory Research Inc. | 0.20% | No change | 17,518 | $1.7M |
| Gen-Wealth Partners Inc | 0.51% | Add +3.6% | 17,131 | $1.6M |
| Maia Wealth LLC | 0.27% | Reduce -4.9% | 16,698 | $1.6M |
| Portfolio Resources Advisor Group, Inc. | 1.56% | Add +9.5% | 16,520 | $1.6M |
| JFS Wealth Advisors, LLC | 0.09% | New | 16,510 | $1.6M |
| CAP Partners, LLC | 0.87% | Add +8.1% | 16,214 | $1.5M |
| Intelligence Driven Advisers, LLC | 0.27% | Reduce -8.1% | 16,190 | $1.5M |
| Farmers National Bank | 0.34% | No change | 16,031 | $1.5M |
| Concorde Asset Management, LLC | 0.74% | Reduce -1.0% | 15,988 | $1.5M |
| WealthPoint Financial, LLC | 1.26% | Add +4.5% | 15,891 | $1.5M |
| Bingham Private Wealth, LLC | 1.19% | Reduce -0.3% | 15,855 | $1.5M |
| Strategy Asset Managers LLC | 0.25% | Reduce -1.0% | 15,845 | $1.5M |
| RDA Financial Network | 0.37% | Reduce -1.3% | 15,691 | $1.5M |
| BOS Asset Management, LLC | 0.38% | Add +1.3% | 15,447 | $1.5M |
| Capital Investment Management, Inc. | 0.50% | Add +12.6% | 15,358 | $1.5M |
| Ascentis Wealth Management, LLC | 0.31% | Reduce -3.7% | 15,288 | $1.5M |
| M&T Bank Corp | 0.00% | Reduce -2.3% | 14,864 | $1.4M |
| GHP Investment Advisors, Inc. | 0.06% | Reduce -2.5% | 14,818 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Add +31.9% | 14,782 | $1.4M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -11.4% | 14,761 | $1.4M |
| Bush Investment Group, LLC | 0.77% | Add +9.9% | 14,761 | $1.4M |
| Venturi Wealth Management, LLC | 0.06% | Add +23.8% | 14,754 | $1.4M |
| Headlands Technologies LLC | 0.16% | Add +296.7% | 14,744 | $1.4M |
| Two West Capital Advisors LLC | 0.74% | Add +22.6% | 14,791 | $1.4M |
| Zinnia Wealth Advisory, LLC | 1.55% | Add +102.5% | 14,619 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +49.3% | 14,608 | $1.4M |
| Rosenberg Matthew Hamilton | 0.28% | Add +12.1% | 14,597 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.1% | 14,573 | $1.4M |
| First Heartland Consultants, Inc. | 0.11% | Add +1.1% | 14,572 | $1.4M |
| Hopwood Nicholas Hunter | 0.44% | Add +1.4% | 14,571 | $1.4M |
| Lodestar Private Asset Management LLC | 0.14% | Reduce -12.3% | 14,563 | $1.4M |
| Moors & Cabot, Inc. | 0.06% | Add +7.9% | 14,375 | $1.4M |
| Summit Financial, LLC | 0.02% | Add +95.3% | 14,273 | $1.4M |
| Gotham Asset Management | 0.00% | No change | 14,226 | $1.4M |
| RHS Financial, LLC | 0.64% | Reduce -30.1% | 14,200 | $1.3M |
| Elevatus Welath Management | 0.71% | New | 14,169 | $1.3M |
| M1 Capital Management LLC | 0.62% | Add +14.4% | 14,141 | $1.3M |
| Chapman Financial Group, LLC | 0.96% | Reduce -0.2% | 14,140 | $1.3M |
| Clear Creek Financial Management, LLC | 0.10% | Add +148.0% | 14,103 | $1.3M |
| Tempus Wealth Planning, LLC | 0.31% | Add +29.3% | 14,066 | $1.3M |
| DMC Group, LLC | 0.88% | Reduce -6.2% | 13,728 | $1.3M |
| Prudential Financial Inc. | 0.00% | No change | 13,719 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -0.0% | 13,698 | $1.3M |
| Huntington National Bank | 0.01% | New | 13,551 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +14.7% | 13,542 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -3.0% | 13,527 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +14.2% | 13,510 | $1.3M |
| Tyche Wealth Partners LLC | 0.20% | Add +4.8% | 13,420 | $1.3M |
| Madson Wealth Advisors Inc | 1.06% | — | 13,386 | $1.3M |
| CoreCap Advisors, LLC | 0.04% | Add +12.9% | 13,381 | $1.3M |
| MSH Capital Advisors LLC | 0.27% | Reduce -3.3% | 13,376 | $1.3M |
| Apeiron RIA LLC | 0.29% | Reduce -42.3% | 13,141 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.11% | Add +27.4% | 13,067 | $1.2M |
| Annex Advisory Services, LLC | 0.02% | Reduce -98.6% | 12,914 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.44% | Add +0.6% | 12,754 | $1.2M |
| XY Planning Network, Inc. | 0.19% | Add +33.8% | 12,760 | $1.2M |
| Fiduciary Trust Co | 0.01% | Reduce -16.1% | 12,607 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +34.0% | 12,597 | $1.2M |
| Alteri Wealth LLC | 0.39% | Reduce -31.9% | 12,574 | $1.2M |
| HighPoint Advisor Group LLC | 0.05% | Add +1.3% | 12,143 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -7.3% | 12,021 | $1.1M |
| Haverford Trust Co | 0.01% | Reduce -31.9% | 11,928 | $1.1M |
| Strive Financial Group ,LLC | 0.60% | Add +8.3% | 11,821 | $1.1M |
| AQR Capital Management | 0.00% | Add +7.5% | 11,771 | $1.1M |
| Montecito Bank & Trust | 0.18% | Reduce -3.9% | 11,721 | $1.1M |
| North Forty Two & Co. | 1.03% | Add +7.4% | 11,712 | $1.1M |
| Maripau Wealth Management LLC | 0.49% | Add +5.0% | 11,637 | $1.1M |
| Boyd Watterson Asset Management LLC | 0.34% | Add +6.0% | 11,616 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -77.2% | 11,544 | $1.1M |
| Regimen Wealth, LLC | 0.32% | Reduce -24.5% | 11,479 | $1.1M |
| Americana Partners, LLC | 0.03% | Add +7.8% | 11,368 | $1.1M |
| Titleist Asset Management, LLC | 0.08% | New | 11,212 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +9.1% | 11,135 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.32% | Add +1.0% | 11,140 | $1.1M |
| Ehrlich Financial Group | 0.61% | New | 11,129 | $1.1M |
| Pacific Financial Group Inc. | 0.56% | Reduce -2.3% | 10,877 | $1.0M |
| ASL Financial, LLC | 0.82% | Add +5.6% | 10,835 | $1.0M |
| RFG Advisory, LLC | 0.02% | Add +170.5% | 10,791 | $1.0M |
| Optas, LLC | 0.15% | Add +78.5% | 10,786 | $1.0M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +4.9% | 10,615 | $1.0M |
| Summit Wealth Group, LLC | 0.23% | Reduce -2.8% | 10,585 | $1.0M |
| Vision Retirement, LLC | 0.29% | Reduce -16.7% | 10,575 | $1.0M |
| Connecticut Wealth Management, LLC | 0.04% | New | 10,532 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +21.3% | 10,417 | $989K |
| Sculati Wealth Management, LLC | 0.36% | Add +24.9% | 10,368 | $984K |
| Koshinski Asset Management, Inc. | 0.06% | Add +2.3% | 10,287 | $977K |
| Laurel Oak Wealth Management, LLC | 0.16% | Reduce -28.6% | 10,279 | $976K |
| Optivise Advisory Services LLC | 0.59% | Reduce -13.2% | 10,225 | $971K |
| Readystate Asset Management LP | 0.10% | New | 10,182 | $967K |
| Diversified Enterprises, LLC | 0.05% | Reduce -8.8% | 10,070 | $956K |
| Birch Financial Group, LLC | 0.55% | Reduce -1.4% | 9,984 | $948K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Add +52.9% | 9,972 | $947K |
| Merkkuri Wealth Advisors LLC | 0.63% | Add +1.2% | 9,944 | $944K |
| LongView Wealth Management | 0.24% | Add +11.9% | 9,887 | $944K |
| LexAurum Advisors, LLC | 0.12% | — | 9,894 | $939K |
| Horizon Investments, LLC | 0.01% | Add +178.4% | 9,938 | $937K |
| Savvy Advisors, Inc. | 0.03% | Add +146.6% | 9,858 | $936K |
| WealthTrak Capital Management LLC | 0.66% | Add +3.2% | 9,803 | $931K |
| Spire Wealth Management | 0.03% | Reduce -4.8% | 9,777 | $928K |
| Retirement Wealth Solutions LLC | 0.58% | Add +14.4% | 9,741 | $925K |
| Old Mission Capital LLC | 0.02% | Reduce -42.5% | 9,622 | $914K |
| Argent Trust Co | 0.03% | Add +107.2% | 9,577 | $909K |
| Nixon Peabody Trust Co. | 0.07% | New | 9,507 | $903K |
| Sutton Place Investors LLC | 0.49% | Add +5.5% | 9,465 | $899K |
| Seed Wealth Management, Inc. | 0.62% | No change | 9,420 | $894K |
| Latitude Advisors, LLC | 0.40% | Add +9.4% | 9,296 | $883K |
| Absolute Capital Management, LLC | 0.29% | Add +22.2% | 9,266 | $880K |
| Rossby Financial, LCC | 0.18% | Add +1403.9% | 9,279 | $878K |
| Presidio Capital Management, LLC | 0.26% | Add +10.8% | 9,248 | $878K |
| Carr Financial Group Corp | 0.23% | Add +0.7% | 9,084 | $863K |
| Nwam LLC | 0.05% | Add +14.1% | 9,081 | $862K |
| Susquehanna International Group, LLP | 0.00% | New | 8,979 | $853K |
| Resurgent Financial Advisors LLC | 0.31% | Reduce -2.1% | 8,955 | $850K |
| LightSquare Wealth Management, LLC | 0.64% | — | 8,952 | $850K |
| Financial Partners Group, Inc | 0.10% | Add +14.6% | 8,920 | $847K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +5.5% | 8,912 | $846K |
| Oppenheimer & Co. Inc. | 0.01% | Add +17.3% | 8,905 | $846K |
| Prospera Financial Services Inc | 0.01% | Add +24.0% | 8,877 | $845K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -6.0% | 8,891 | $844K |
| Carter Financial Group, INC. | 0.52% | Reduce -2.2% | 8,847 | $840K |
| Aspire Private Capital, LLC | 0.19% | Add +3.0% | 8,839 | $839K |
| FC Advisory LLC | 0.24% | Reduce -3.5% | 8,826 | $838K |
| PFG Investments, LLC | 0.04% | Reduce -29.1% | 8,712 | $827K |
| Diversified Portfolios, Inc. | 0.07% | Add +7.2% | 8,705 | $827K |
| Clarendon Private LLC | 0.63% | Reduce -3.7% | 8,703 | $826K |
| Beacon Financial Advisory LLC | 0.19% | Add +12.6% | 8,687 | $825K |
| Napier Financial, LLC | 0.19% | New | 8,588 | $815K |
| Transcend Capital Advisors, LLC | 0.07% | Add +24.2% | 8,571 | $814K |
| SWS Partners | 0.20% | Add +5.3% | 8,467 | $804K |
| Capital Asset Managemnet, LLC | 0.90% | Add +1.8% | 8,459 | $803K |
| Wealthgarden F.S. LLC | 0.55% | Reduce -8.3% | 8,434 | $801K |
| Legacy Edge Advisors, LLC | 0.08% | Reduce -52.6% | 8,398 | $797K |
| Parkway Wealth Management Group, LLC | 0.10% | Add +19.7% | 8,358 | $795K |
| Cary Street Partners Investment Advisory LLC | 0.20% | Add +3.8% | 8,348 | $793K |
| Florin Court Capital LLP | 2.94% | Reduce -25.4% | 8,200 | $779K |
| GatePass Capital, LLC | 0.37% | Add +13.8% | 7,971 | $757K |
| Balance Wealth Partners LLC | 0.23% | Reduce -0.0% | 7,962 | $756K |
| Uptick Partners, LLC | 0.15% | Add +30.9% | 7,962 | $756K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.6% | 7,956 | $755K |
| Narus Financial Partners, LLC | 0.20% | Add +5.3% | 7,918 | $752K |
| True Blue Financial, LLC | 0.59% | Add +3.4% | 7,900 | $750K |
| Central Pacific Bank - Trust Division | 0.10% | New | 7,874 | $748K |
| Cape Investment Advisory, Inc. | 0.25% | Add +13.2% | 7,859 | $746K |
| Greenspring Advisors, LLC | 0.05% | Add +8.8% | 7,849 | $745K |
| Ameritas Advisory Services, LLC | 0.03% | Add +1.1% | 7,841 | $745K |
| Hobbs Wealth Management, LLC | 0.73% | Add +19.8% | 7,767 | $737K |
| Heritage Family Offices, LLP | 0.32% | Add +16.8% | 7,716 | $733K |
| 180 Wealth Advisors, LLC | 0.08% | Add +2.0% | 7,673 | $729K |
| Magnolia Private Wealth, LLC | 0.48% | Add +134.9% | 7,654 | $727K |
| United Advisor Group, LLC | 0.09% | Add +11.1% | 7,586 | $720K |
| Pinnacle Bancorp, Inc. | 0.21% | Reduce -0.2% | 7,486 | $711K |
| F/m Investments LLC | 0.05% | Reduce -0.7% | 7,424 | $705K |
| Legacy Capital Wealth Partners, LLC | 0.14% | Reduce -1.2% | 7,384 | $701K |
| Ade, LLC | 0.33% | Reduce -0.6% | 7,315 | $695K |
| NBT Bank, N.A. | 0.05% | Add +31.3% | 7,308 | $694K |
| Cooper Financial Group | 0.07% | Add +14.5% | 7,254 | $689K |
| Legacy Wealth Partners, LLC | 0.17% | Reduce -4.3% | 7,155 | $679K |
| EFG International AG | 0.01% | New | 7,096 | $674K |
| Trinity Wealth Management, LLC | 0.25% | Add +1.9% | 7,061 | $670K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +59.6% | 7,008 | $665K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -9.4% | 6,994 | $664K |
| Annandale Capital, LLC | 0.11% | No change | 6,939 | $659K |
| Facet Wealth, Inc. | 0.01% | Add +33.9% | 6,914 | $656K |
| VestGen Advisors, LLC | 0.02% | New | 6,967 | $656K |
| Silverlake Wealth Management LLC | 0.14% | Reduce -14.3% | 6,865 | $652K |
| Spectrum Planning & Advisory Services Inc. | 0.32% | Reduce -6.9% | 6,839 | $649K |
| W Advisors, LLC | 0.33% | Add +7.2% | 6,787 | $644K |
| EJMK Ventures LLC | 0.36% | Reduce -32.3% | 6,731 | $639K |
| Signet Financial Management, LLC | 0.07% | No change | 6,564 | $623K |
| Cypress Capital, LLC | 0.18% | Add +2.3% | 6,538 | $621K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +4.5% | 6,514 | $619K |
| Tortoise Investment Management, LLC | 0.05% | Reduce -82.5% | 6,489 | $616K |
| Continuum Advisory, LLC | 0.06% | Add +3.0% | 6,435 | $611K |
| Advyzon Investment Management, LLC | 0.05% | Add +1.2% | 6,348 | $603K |
| Stephens Inc. | 0.01% | Reduce -2.0% | 6,247 | $593K |
| Concord Investment Counsel Inc. | 0.20% | Reduce -13.3% | 6,235 | $592K |
| FLP Wealth Management, LLC | 1.22% | Add +20.8% | 6,232 | $592K |
| River Street Advisors LLC | 0.20% | Reduce -1.5% | 6,212 | $590K |
| New England Asset Management Inc. | 0.08% | No change | 6,199 | $589K |
| Catalina Capital Group, LLC | 0.36% | Add +9.8% | 6,133 | $582K |
| McCartney Wealth Management LLC | 0.49% | No change | 6,112 | $580K |
| Fortis Capital Advisors, LLC | 0.08% | Reduce -16.9% | 6,045 | $574K |
| VestGen Investment Management | 0.32% | Add +0.9% | 6,043 | $574K |
| StoneX Group Inc. | 0.03% | Add +78.0% | 6,031 | $570K |
| FAS Wealth Partners, Inc. | 0.04% | Add +4.7% | 6,001 | $570K |
| Advisor Resource Council | 0.22% | Reduce -0.7% | 5,971 | $567K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Reduce -92.6% | 5,953 | $565K |
| Veltria Advisors Corp. | 1.88% | New | 5,991 | $565K |
| World Equity Group, Inc. | 0.15% | Add +10.4% | 5,922 | $562K |
| Archer Investment Management, LLC | 0.24% | Reduce -59.0% | 5,920 | $562K |
| Quartz Partners, LLC | 0.21% | Reduce -10.3% | 5,833 | $554K |
| IVC Wealth Advisors LLC | 0.24% | Add +0.5% | 5,791 | $550K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -17.6% | 5,775 | $548K |
| Keel Point, LLC | 0.04% | Add +16.5% | 5,692 | $540K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +3.3% | 5,678 | $539K |
| Successful Portfolios LLC | 0.30% | Add +6.7% | 5,679 | $539K |
| OMNI 360 Wealth, Inc. | 0.28% | Add +7.2% | 5,669 | $538K |
| Fiscal Wisdom Wealth Management, LLC | 0.51% | Add +28.8% | 5,647 | $536K |
| Colton Groome Financial Advisors, LLC | 0.15% | Reduce -11.6% | 5,615 | $533K |
| Blair William & Co. | 0.00% | Reduce -3.6% | 5,593 | $531K |
| Lanark Financial, Inc. | 0.04% | Add +7.3% | 5,591 | $531K |
| Fourth Dimension Wealth, LLC | 0.20% | Reduce -4.7% | 5,577 | $530K |
| Delta Wealth Advisors LLC | 0.40% | Reduce -0.5% | 5,540 | $526K |
| Evergreen Capital Management LLC | 0.01% | Reduce -16.2% | 5,491 | $521K |
| Integrated Wealth Management | 0.60% | Reduce -3.5% | 5,486 | $521K |
| ONE Advisory Partners, LLC | 0.16% | Reduce -8.9% | 5,463 | $519K |
| Vantage Point Financial LLC | 0.18% | Add +5.0% | 5,456 | $518K |
| Calton & Associates, Inc. | 0.07% | Add +43.0% | 5,314 | $505K |
| Cypress Capital Group | 0.06% | New | 5,298 | $503K |
| Dearborn Partners LLC | 0.03% | Reduce -4.2% | 5,236 | $497K |
| 1900 Wealth Management LLC | 0.03% | No change | 5,207 | $494K |
| Layline Advisors, LLC | 0.55% | — | 5,172 | $491K |
| Empirical Asset Management, LLC | 0.13% | Add +7.5% | 5,137 | $488K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.7% | 5,075 | $482K |
| Pinnacle Family Advisors, LLC | 0.23% | Add +4.0% | 5,074 | $482K |
| Flow Traders U.S. LLC | 0.02% | New | 5,057 | $480K |
| GTS Securities LLC | 0.02% | Add +20.9% | 4,996 | $474K |
| Sound Income Strategies, LLC | 0.02% | Reduce -0.8% | 5,010 | $474K |
| Oarsman Capital, Inc. | 0.06% | Reduce -3.0% | 4,988 | $474K |
| Novus Advisors, LLC | 1.06% | Add +3.8% | 4,976 | $472K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -11.8% | 4,932 | $468K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +27.0% | 4,919 | $467K |
| Larry Mathis Financial Planning, LLC | 0.42% | Reduce -22.6% | 4,919 | $467K |
| Founders Financial Alliance, LLC | 0.08% | Add +304.2% | 4,875 | $463K |
| PFG Advisors | 0.02% | Add +38.4% | 4,797 | $456K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.2% | 4,795 | $455K |
| Founders Financial Securities LLC | 0.03% | Add +19.0% | 4,778 | $455K |
| Dravo Bay LLC | 0.18% | New | 4,766 | $453K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -21.6% | 4,730 | $449K |
| Bell Investment Advisors, Inc | 0.07% | Reduce -6.4% | 4,711 | $447K |
| DT Investment Partners, LLC | 0.04% | Add +1.4% | 4,701 | $446K |
| Vident Advisory, LLC | 0.00% | Reduce -16.6% | 4,674 | $444K |
| Blalock Williams, LLC | 0.34% | Add +24.3% | 4,666 | $443K |
| HB Wealth Management, LLC | 0.00% | Reduce -16.0% | 4,593 | $436K |
| Legacy Capital Group California, Inc. | 0.17% | Reduce -6.9% | 4,583 | $435K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +38.7% | 4,553 | $432K |
| First Citizens Asset Management, Inc. | 0.15% | Add +6.7% | 4,545 | $432K |
| Monetary Management Group Inc. | 0.10% | No change | 4,500 | $427K |
| Kovack Advisors, Inc. | 0.02% | Reduce -7.3% | 4,461 | $423K |
| GeoWealth Management, LLC | 0.02% | Reduce -18.1% | 4,419 | $420K |
| Moneco Advisors, LLC | 0.03% | Reduce -16.0% | 4,344 | $412K |
| Central Bank & Trust Co. | 0.06% | Reduce -0.5% | 4,318 | $410K |
| Sage Advisory Services, Ltd.Co. | 0.22% | Reduce -15.4% | 4,283 | $407K |
| LGT Financial Advisors LLC | 2.08% | Add +7.2% | 4,282 | $407K |
| Claro Advisors Inc. | 0.05% | Add +37.2% | 4,271 | $405K |
| Clearwave Capital, LLC | 0.28% | Add +0.5% | 4,269 | $405K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -2.9% | 4,267 | $405K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -87.4% | 4,265 | $405K |
| Heritage Oak Wealth Advisors LLC | 0.13% | Add +22.4% | 4,237 | $402K |
| Johnson Investment Counsel Inc. | 0.00% | New | 4,227 | $401K |
| Joule Financial, LLC | 0.12% | New | 4,189 | $398K |
| Tactive Advisors, LLC | 0.11% | Add +1.9% | 4,180 | $397K |
| Emergent Wealth Advisors, LLC | 0.23% | Reduce -72.2% | 4,115 | $391K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +93.1% | 4,111 | $390K |
| Churchill Financial Advisors, LLC | 0.08% | Add +62.9% | 4,105 | $390K |
| Hyundai Investments Co., Ltd. | 0.44% | Reduce -25.7% | 4,114 | $390K |
| Quantinno Capital Management LP | 0.00% | New | 4,103 | $390K |
| Rialto Wealth Management, LLC | 0.09% | Add +115.3% | 4,096 | $389K |
| Financial Plan, Inc. | 0.04% | No change | 4,088 | $388K |
| Bedminster, LLC | 0.36% | Reduce -47.6% | 4,050 | $385K |
| Financial Enhancement Group LLC | 0.05% | Reduce -0.5% | 3,951 | $378K |
| BridgePort Financial Solutions, LLC | 0.11% | Reduce -8.0% | 3,934 | $374K |
| Friedenthal Financial | 0.19% | Add +1.2% | 3,927 | $373K |
| Fiduciary Alliance LLC | 0.02% | Reduce -22.7% | 3,910 | $373K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.6% | 3,918 | $372K |
| Western Financial Corp | 0.14% | Reduce -6.8% | 3,857 | $366K |
| RCW Management, LLC | 0.37% | Add +2.0% | 3,850 | $366K |
| Stewardship Advisors, LLC | 0.08% | Add +7.1% | 3,811 | $362K |
| Synergy Investment Management, LLC | 0.12% | Add +3.5% | 3,790 | $360K |
| Precision Wealth Strategies, LLC | 0.12% | Reduce -12.6% | 3,786 | $359K |
| Advisory Alpha, LLC | 0.01% | Add +2.4% | 3,777 | $359K |
| Apella Capital, LLC | 0.01% | Add +14.0% | 3,748 | $358K |
| Bar Harbor Wealth Management | 0.02% | New | 3,768 | $358K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.6% | 3,738 | $355K |
| Comprehensive Money Management Services LLC | 0.23% | Add +5.7% | 3,715 | $353K |
| KPP Advisory Services LLC | 0.05% | Reduce -6.7% | 3,679 | $349K |
| Arlington Trust Co LLC | 0.03% | No change | 3,640 | $346K |
| Rede Wealth, LLC | 0.12% | Reduce -0.4% | 3,625 | $344K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Add +0.8% | 3,587 | $341K |
| HUB Investment Partners, LLC | 0.01% | New | 3,569 | $339K |
| Victory Financial Group, LLC | 0.04% | Add +14.3% | 3,566 | $339K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,551 | $337K |
| Aviance Capital Partners, LLC | 0.04% | No change | 3,523 | $335K |
| Raffa Wealth Management, LLC | 0.05% | No change | 3,519 | $334K |
| Madison Asset Management, LLC | 0.00% | No change | 3,519 | $334K |
| City State Bank | 0.09% | No change | 3,507 | $333K |
| Blue Capital, Inc. | 0.22% | Reduce -0.5% | 3,504 | $333K |
| Magnolia Capital Advisors LLC | 0.07% | Reduce -8.9% | 3,501 | $332K |
| Brighton Jones LLC | 0.01% | New | 3,490 | $331K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -0.5% | 3,480 | $330K |
| Adams Wealth Management | 0.07% | Reduce -1.2% | 3,472 | $330K |
| CacheTech Inc. | 0.06% | Reduce -1.2% | 3,472 | $330K |
| Hillsdale Investment Management Inc. | 0.01% | Add +41.1% | 3,430 | $326K |
| Balefire, LLC | 0.06% | New | 3,415 | $324K |
| Protective Life Corp. | 1.08% | New | 3,415 | $324K |
| Tidemark, LLC | 0.08% | Add +146.0% | 3,395 | $322K |
| Avantra Family Wealth, Inc. | 0.24% | Add +0.5% | 3,358 | $319K |
| FWG Investments, LLC. | 0.20% | Add +23.1% | 3,351 | $318K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -4.6% | 3,326 | $316K |
| Windward Private Wealth Management Inc. | 0.11% | Reduce -1.0% | 3,294 | $313K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -1.7% | 3,253 | $309K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | Add +0.8% | 3,217 | $305K |
| Banco Santander, S.A. | 0.00% | New | 3,180 | $302K |
| Nordwand Advisors, LLC | 0.05% | No change | 3,175 | $301K |
| Sharper & Granite LLC | 0.10% | No change | 3,160 | $300K |
| Schmidt P J Investment Management Inc. | 0.05% | Reduce -42.3% | 3,158 | $300K |
| GWN Securities Inc. | 0.06% | Reduce -1.3% | 3,134 | $298K |
| Flagstar Securities, Inc. | 0.11% | Reduce -9.2% | 3,124 | $297K |
| Cassady Wealth & Retirement Planning, LLC | 0.15% | Reduce -7.9% | 3,120 | $296K |
| Gilliland Jeter Wealth Management LLC | 0.09% | Add +16.0% | 3,114 | $296K |
| Fulcrum Equity Management | 0.29% | Add +0.2% | 3,088 | $293K |
| Northland Securities, Inc. | 0.28% | Add +26.1% | 3,055 | $290K |
| Elevated Capital Advisors, LLC | 0.07% | Add +8.2% | 3,040 | $289K |
| Asempa Wealth Advisors | 0.25% | Add +35.3% | 3,035 | $287K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -35.2% | 3,022 | $287K |
| Smithbridge Asset Management Inc. | 0.04% | Reduce -54.9% | 3,000 | $285K |
| Lynx Investment Advisory | 0.13% | Add +1.6% | 2,957 | $281K |
| Ballast Rock Private Wealth LLC | 0.15% | New | 2,940 | $279K |
| Global Financial Private Client, LLC | 0.09% | Add +3.8% | 2,937 | $279K |
| Elevation Wealth Management LLC | 0.26% | Reduce -8.1% | 2,934 | $279K |
| OneAscent Financial Services LLC | 0.01% | Reduce -25.5% | 2,924 | $278K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,887 | $274K |
| Verdence Capital Advisors LLC | 0.02% | New | 2,879 | $273K |
| Market Street Wealth Management Advisors LLC | 0.04% | No change | 2,865 | $272K |
| Cidel Asset Management Inc. | 0.01% | No change | 2,850 | $271K |
| Stablepoint Partners, LLC | 0.04% | New | 2,810 | $267K |
| Eq LLC | 0.07% | Add +3.5% | 2,783 | $264K |
| Golden State Wealth Management, LLC | 0.03% | Add +35.0% | 2,781 | $264K |
| Eagle Global Advisors LLC | 0.01% | No change | 2,743 | $260K |
| Clark Asset Management, LLC | 0.02% | Reduce -2.8% | 2,704 | $257K |
| Squarepoint Ops LLC | 0.00% | Reduce -39.7% | 2,704 | $257K |
| Arwa LLC | 0.13% | Reduce -21.9% | 2,695 | $256K |
| Lloyd Advisory Services, LLC. | 0.07% | Add +82.2% | 2,700 | $256K |
| Kingdom Financial Group LLC. | 0.07% | Add +2.8% | 2,700 | $256K |
| Old National Bancorp | 0.00% | Reduce -2.0% | 2,698 | $256K |
| TrueWealth Financial Partners | 0.10% | Reduce -64.9% | 2,679 | $254K |
| Lincoln Capital Corp. | 0.09% | Reduce -2.1% | 2,673 | $254K |
| Orleans Capital Management Corp. | 0.17% | New | 2,643 | $251K |
| Breakwater Capital Group | 0.03% | Add +2.5% | 2,631 | $250K |
| Activest Wealth Management | 0.04% | No change | 2,624 | $249K |
| Argentarii, LLC | 0.09% | Add +14.6% | 2,623 | $249K |
| Chesley Taft & Associates LLC | 0.01% | Add +9.0% | 2,620 | $249K |
| Oxinas Partners, LLC | 0.11% | New | 2,610 | $248K |
| Evolution Wealth Management Inc. | 0.18% | Reduce -0.7% | 2,604 | $247K |
| Graetz Wealth LLC | 0.22% | Add +0.4% | 2,588 | $246K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +30.3% | 2,586 | $246K |
| Mill Capital Management, LLC | 0.02% | Add +25.4% | 2,584 | $245K |
| Advisor OS, LLC | 0.02% | New | 2,579 | $245K |
| Obermeyer Wealth Partners | 0.01% | Reduce -10.6% | 2,541 | $241K |
| Lockerman Financial Group, Inc. | 0.43% | New | 2,532 | $240K |
| C2C Wealth Management, LLC | 0.20% | No change | 2,526 | $240K |
| International Assets Investment Management, LLC | 0.02% | Add +2.2% | 2,530 | $240K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -6.0% | 2,508 | $238K |
| Stirlingshire Investments, Inc. | 0.21% | Reduce -6.7% | 2,502 | $238K |
| Raleigh Capital Management Inc. | 0.08% | Add +34.9% | 2,494 | $237K |
| Essex Bank | 0.05% | Reduce -2.0% | 2,477 | $235K |
| Bison Wealth, LLC | 0.02% | Reduce -6.6% | 2,484 | $234K |
| Main Street Financial Solutions, LLC | 0.02% | Add +1.5% | 2,463 | $234K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.8% | 2,459 | $233K |
| Yoffe Investment Management, LLC | 0.30% | No change | 2,458 | $233K |
| Empower Advisory Group, LLC | 0.00% | New | 2,444 | $232K |
| Caliber Wealth Management, LLC / KS | 0.03% | Add +3.8% | 2,403 | $228K |
| Paces Ferry Wealth Advisors, LLC | 0.09% | Add +1.1% | 2,390 | $227K |
| TrueWealth Advisors, LLC | 0.06% | Reduce -0.4% | 2,385 | $226K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -3.1% | 2,384 | $226K |
| LiftPoint Family Wealth Advisors LLC | 0.19% | Add +1.7% | 2,381 | $226K |
| PSI Advisors, LLC | 0.05% | New | 2,357 | $224K |
| Kesler, Norman & Wride, LLC | 0.04% | New | 2,336 | $222K |
| 55 North Private Wealth, LLC | 0.06% | New | 2,320 | $220K |
| Novem Group | 0.03% | Reduce -51.0% | 2,318 | $220K |
| Alta Wealth Advisors LLC | 0.07% | New | 2,316 | $220K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 2,314 | $220K |
| BIP Wealth, LLC | 0.01% | Reduce -3.8% | 2,302 | $219K |
| Bridgewealth Advisory Group, LLC | 0.05% | New | 2,297 | $218K |
| Berger Financial Group, Inc | 0.01% | Add +0.8% | 2,281 | $217K |
| Three Bridge Wealth Advisors, LLC | 0.06% | Add +1.3% | 2,269 | $215K |
| Regions Financial Corp. | 0.00% | New | 2,264 | $215K |
| Glenview Trust Co | 0.00% | New | 2,263 | $215K |
| Natural Investments, LLC | 0.05% | Reduce -59.5% | 2,255 | $214K |
| Sapient Capital LLC | 0.00% | No change | 2,253 | $214K |
| Lake Street Private Wealth, LLC | 0.03% | Add +0.5% | 2,230 | $212K |
| Oregon Pacific Wealth Management, LLC | 0.22% | New | 2,223 | $211K |
| Fairvoy Private Wealth, LLC | 0.05% | Reduce -30.1% | 2,204 | $209K |
| Grove Bank & Trust | 0.02% | No change | 2,201 | $209K |
| Trust Point Inc. | 0.02% | New | 2,200 | $209K |
| Independent Wealth Network Inc. | 0.06% | New | 2,169 | $206K |
| Kelly Financial Group LLC | 0.05% | Add +0.9% | 2,158 | $205K |
| KDK Private Wealth Management, LLC | 0.19% | Reduce -4.6% | 2,146 | $204K |
| Intellectus Partners, LLC | 0.04% | New | 2,134 | $203K |
| Zacks Investment Management | 0.00% | New | 2,133 | $203K |
| SageView Advisory Group, LLC | 0.01% | Reduce -10.9% | 2,129 | $202K |
| Altfest L J & Co. Inc. | 0.02% | Reduce -0.1% | 2,128 | $202K |
| Magnus Financial Group LLC | 0.02% | Reduce -76.7% | 2,125 | $202K |
| First PREMIER Bank | 0.05% | Reduce -27.4% | 2,121 | $201K |
| Capital Advisor Network LLC | 0.27% | — | 2,068 | $196K |
| Rice Partnership, LLC | 0.03% | No change | 1,950 | $185K |
| Deutsche Bank AG | 0.00% | No change | 1,906 | $181K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.7% | 1,867 | $178K |
| Clearstead Advisors, LLC | 0.00% | Add +60.2% | 1,831 | $174K |
| Solstein Capital, LLC | 0.07% | No change | 1,820 | $173K |
| Caldwell Trust Co | 0.01% | No change | 1,698 | $161K |
| Fairscale Capital, LLC | 0.11% | No change | 1,628 | $155K |
| Gables Capital Management Inc. | 0.07% | No change | 1,627 | $154K |
| Financial Freedom, LLC | 0.07% | Add +36.2% | 1,583 | $150K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -67.4% | 1,467 | $139K |
| Signaturefd, LLC | 0.00% | Add +4.9% | 1,448 | $138K |
| New Republic Capital, LLC | 0.04% | Add +1.2% | 1,385 | $131K |
| Colonial Trust Co / SC | 0.02% | Reduce -8.9% | 1,359 | $129K |
| SBI Securities Co., Ltd. | 0.00% | Add +5.1% | 1,349 | $128K |
| WPG Advisers, LLC | 0.09% | Reduce -4.5% | 1,342 | $127K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -10.4% | 1,236 | $117K |
| Independence Bank of Kentucky | 0.01% | Reduce -2.6% | 1,211 | $115K |
| Crewe Advisors LLC | 0.01% | Add +0.7% | 1,174 | $111K |
| Key Capital Management, INC | 0.07% | Add +61.2% | 1,077 | $102K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 1,015 | $96K |
| KERR FINANCIAL PLANNING Corp | 0.07% | Add +1450.0% | 1,736 | $95K |
| Opal Wealth Advisors, LLC | 0.02% | New | 988 | $94K |
| Root Financial Partners, LLC | 0.00% | Add +16.7% | 966 | $92K |
| Richardson Financial Services Inc. | 0.05% | Reduce -0.9% | 906 | $86K |
| Oakworth Capital, Inc. | 0.00% | No change | 895 | $85K |
| AlphaCore Capital LLC | 0.00% | Add +763.1% | 889 | $84K |
| DHJJ Financial Advisors, Ltd. | 0.03% | New | 865 | $82K |
| Larson Financial Group LLC | 0.00% | Reduce -26.6% | 859 | $82K |
| BankChampaign, National Association | 0.08% | Add +60.2% | 830 | $79K |
| Tompkins Financial Corp. | 0.01% | Reduce -13.1% | 795 | $75K |
| YANKCOM Partnership | 0.03% | Reduce -27.2% | 761 | $72K |
| Destiny Wealth Partners, LLC | 0.01% | New | 748 | $71K |
| Realta Investment Advisors | 0.02% | Reduce -5.5% | 727 | $69K |
| Sunbelt Securities, Inc. | 0.00% | Add +2.5% | 724 | $69K |
| Tucker Asset Management LLC | 0.02% | Reduce -35.7% | 717 | $68K |
| Ameriflex Group, Inc. | 0.03% | No change | 692 | $66K |
| Park Place Capital Corp | 0.01% | Reduce -51.5% | 681 | $65K |
| Strengthening Families & Communities, LLC | 0.02% | New | 659 | $63K |
| Petix & Botte Co | 0.03% | Reduce -85.9% | 639 | $61K |
| Strategic Advisory Partners, LLC | 0.05% | New | 627 | $60K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Add +1.1% | 574 | $55K |
| Signature Equity Partners, LLC | 0.03% | Add +27.4% | 562 | $53K |
| Bravera Wealth | 0.02% | Add +220.6% | 545 | $52K |
| Howe & Rusling Inc. | 0.00% | Reduce -25.4% | 526 | $50K |
| Silver Grove Financial Group, Inc. | 0.04% | New | 525 | $50K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +255.6% | 512 | $49K |
| Retiremitten Financial LLC | 0.02% | — | 497 | $47K |
| Wellington Grp LLC | 0.01% | New | 473 | $45K |
| Lavaca Capital LLC | 0.01% | Add +0.7% | 466 | $44K |
| Covestor Ltd | 0.03% | Add +0.9% | 442 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 433 | $41K |
| Whittier Trust Co. | 0.00% | Reduce -83.7% | 432 | $41K |
| Toth Financial Advisory Corp. | 0.00% | No change | 426 | $40K |
| True Link Financial Advisors, LLC | 0.00% | New | 425 | $40K |
| Rothschild Investment LLC | 0.00% | Add +4.2% | 402 | $38K |
| Thompson Investment Management, Inc. | 0.00% | No change | 395 | $38K |
| Westfuller Advisors, LLC | 0.02% | Add +11.3% | 383 | $36K |
| Triumph Capital Management | 0.01% | Reduce -3.3% | 383 | $36K |
| Delos Wealth Advisors, LLC | 0.02% | Add +30.4% | 369 | $35K |
| Nemes Rush Group LLC | 0.00% | Add +0.3% | 362 | $34K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -3.0% | 354 | $34K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 350 | $33K |
| First Community Trust NA | 0.02% | New | 337 | $32K |
| Eastern Bank | 0.00% | Add +55.4% | 334 | $32K |
| Tsfg, LLC | 0.00% | Reduce -19.1% | 331 | $31K |
| Godfrey Financial Associates, Inc. | 0.03% | No change | 322 | $31K |
| LRI Investments, LLC | 0.00% | No change | 320 | $30K |
| HM Payson & Co. | 0.00% | Add +64.9% | 310 | $29K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 294 | $28K |
| ESL Trust Services, LLC | 0.01% | No change | 293 | $28K |
| SHP Wealth Management | 0.00% | Reduce -31.8% | 268 | $25K |
| REAP Financial Group, LLC | 0.01% | No change | 268 | $25K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 270 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 251 | $24K |
| Westside Investment Management, Inc. | 0.00% | No change | 246 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.4% | 237 | $22K |
| MCF Advisors LLC | 0.00% | No change | 227 | $22K |
| McIlrath & Eck, LLC | 0.00% | No change | 217 | $21K |
| Atlas Capital Advisors Inc. | 0.00% | New | 212 | $20K |
| Curio Wealth, LLC | 0.01% | Add +1220.0% | 198 | $19K |
| Salem Investment Counselors Inc. | 0.00% | New | 195 | $19K |
| McGuire Capital Advisors Inc. | 0.01% | Reduce -1.0% | 194 | $18K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 190 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 188 | $18K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 188 | $18K |
| Archer Investment Corp | 0.00% | No change | 187 | $18K |
| Birchwood Financial Partners, Inc. | 0.02% | Reduce -52.2% | 186 | $18K |
| Key Financial Inc | 0.00% | Reduce -52.4% | 181 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -12.8% | 178 | $17K |
| Gilpin Wealth Management, LLC | 0.01% | Add +1.2% | 169 | $16K |
| WestEnd Advisors, LLC | 0.00% | No change | 164 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | Add +3.8% | 163 | $15K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 161 | $15K |
| Southern Michigan Bank & Trust | 0.01% | — | 156 | $15K |
| Advocate Investing Services LLC | 0.01% | New | 151 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -4.2% | 136 | $13K |
| Highline Wealth Partners LLC | 0.00% | No change | 134 | $13K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 131 | $12K |
| Beacon Capital Management, Inc. | 0.00% | New | 131 | $12K |
| Hughes Financial Services, LLC | 0.00% | No change | 130 | $12K |
| Albion Financial Group | 0.00% | New | 123 | $12K |
| Breakwater Investment Management | 0.00% | No change | 119 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 109 | $10K |
| Nova Wealth Management, Inc. | 0.01% | Add +167.5% | 107 | $10K |
| Phillips Financial Management, LLC | 0.00% | No change | 102 | $10K |
| SouthState Bank Corp | 0.00% | Reduce -58.9% | 100 | $9K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $9K |
| Abound Wealth Management | 0.00% | New | 99 | $9K |
| United Financial Planning Group LLC | 0.01% | Reduce -36.2% | 95 | $9K |
| Evermay Wealth Management LLC | 0.00% | New | 92 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 92 | $9K |
| CENTRAL TRUST Co | 0.00% | Reduce -73.8% | 91 | $9K |
| CDKV Holdings LLC | 0.01% | No change | 90 | $9K |
| Montag A & Associates Inc. | 0.00% | No change | 79 | $8K |
| GAMMA Investing LLC | 0.00% | New | 77 | $7K |
| Burk Holdings LLC | 0.00% | New | 76 | $7K |
| POM Investment Strategies, LLC | 0.01% | Add +125.8% | 70 | $7K |
| Barrett & Company, Inc. | 0.00% | Reduce -8.0% | 69 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | Add +45.6% | 67 | $6K |
| NFSG Corp | 0.00% | No change | 64 | $6K |
| Networth Advisors, LLC | 0.00% | No change | 62 | $6K |
| Consultiva Wealth Management, Corp. | 0.02% | No change | 61 | $6K |
| Axiom Investment Management LLC | 0.00% | — | 60 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 60 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 59 | $6K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +20.8% | 58 | $6K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 57 | $5K |
| Bfsg, LLC | 0.00% | No change | 55 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 54 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 48 | $5K |
| Chilton Capital Management LLC | 0.00% | No change | 48 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 47 | $4K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 46 | $4K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 41 | $4K |
| Bernard Wealth Management Corp. | 0.00% | New | 40 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 40 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $4K |
| Copia Wealth Management | 0.00% | Reduce -14.3% | 36 | $3K |
| Chesapeake Asset Management LLC | 0.00% | No change | 34 | $3K |
| Team Financial Group, LLC | 0.00% | No change | 33 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 33 | $3K |
| Olistico Wealth, LLC | 0.00% | No change | 33 | $3K |
| Riverview Trust Co | 0.00% | New | 32 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $3K |
| SYM FINANCIAL Corp | 0.00% | New | 28 | $3K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 28 | $3K |
| Lodestone Wealth Management LLC | 0.00% | Reduce -45.6% | 25 | $2K |
| Register Financial Advisors LLC | 0.00% | New | 24 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 24 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 24 | $2K |
| Investors Research Corp | 0.00% | No change | 23 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 23 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 20 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 20 | $2K |
| USA Financial Formulas | 0.00% | New | 20 | $2K |
| Biltmore Family Office, LLC | 0.00% | No change | 18 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 17 | $2K |
| Caitlin John, LLC | 0.00% | No change | 16 | $2K |
| First Horizon Corp. | 0.00% | No change | 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% | No change | 13 | $1K |
| FWL Investment Management, LLC | 0.00% | No change | 11 | $1K |
| Operose Advisors LLC | 0.00% | Reduce -72.5% | 11 | $1K |
| Hanson & Doremus Investment Management | 0.00% | No change | 13 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -76.7% | 10 | $950 |
| PFS Partners, LLC | 0.00% | No change | 5 | $475 |
| Gill Capital Partners, LLC | 0.00% | New | 5 | $475 |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -92.5% | 5 | $475 |
| Creative Capital Management Investments LLC | 0.00% | Reduce -25.0% | 3 | $285 |
| Cheviot Value Management, LLC | 0.00% | No change | 3 | $285 |
| Global Wealth Strategies & Associates | 0.00% | New | 2 | $190 |
| Imprint Wealth LLC | 0.00% | No change | 1 | $95 |
| Signature Resources Capital Management, LLC | 0.00% | New | 1 | $95 |
| Kozak & Associates, Inc. | 0.00% | Reduce -99.6% | 1 | $54 |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.