iShares MBS ETFMBBETF
13F holders, Q2 2026 (June 30)1,028holders −2
77new positions
78sold out
5famous investors
$94.57avg. 13F price*
At the end of Q2 2026, 1,028 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, down 2 from Q1 2026. 77 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($6.5B), JPMorgan Chase & Co. ($3.6B) and Envestnet Asset Management Inc. ($2.9B). 5 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MBS ETF
- CUSIP
- 464288588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $115.3M |
| Exits | 78 | $151.0M |
All 13F filers, Q1 2026 → Q2 2026: 20,688,879 shares bought and 12,620,224 shares sold, net +8,068,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,028 holders
| Bank of America Corp. | 0.42% | Add +3.1% | 68,261,267 | $6.5B |
| JPMorgan Chase & Co. | 0.21% | Add +1.7% | 37,776,202 | $3.6B |
| Envestnet Asset Management Inc. | 0.69% | Add +6.9% | 30,910,875 | $2.9B |
| LPL Financial LLC | 0.58% | Reduce -3.1% | 27,128,190 | $2.6B |
| UBS Group AG | 0.28% | Reduce -15.3% | 18,496,926 | $1.7B |
| TIAA Wealth Investment Management LLC | 9.38% | Add +5.2% | 14,805,333 | $1.4B |
| Ameriprise Financial Inc. | 0.26% | Add +3.8% | 13,686,305 | $1.3B |
| Morgan Stanley | 0.06% | Add +6.9% | 11,538,279 | $1.1B |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.50% | Add +2.7% | 7,678,893 | $725.8M |
| Truist Financial Corp. | 0.63% | Reduce -4.1% | 5,541,462 | $523.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Reduce -0.5% | 4,278,858 | $404.4M |
| Stifel Financial Corp. | 0.29% | Add +0.9% | 3,741,705 | $353.7M |
| PNC Financial Services Group, Inc. | 0.15% | Add +5.6% | 3,279,174 | $309.9M |
| Allworth Financial LP | 1.22% | Reduce -8.9% | 3,034,893 | $286.9M |
| Wells Fargo & Company | 0.05% | Add +7.4% | 2,912,422 | $275.3M |
| Bank of Montreal | 0.10% | Reduce -18.1% | 2,803,720 | $265.0M |
| State of Tennessee, Department of Treasury | 0.75% | Add +7.1% | 2,654,254 | $250.9M |
| Midland Wealth Advisors, LLC | 11.19% | Add +1.8% | 2,518,894 | $238.1M |
| Bank of New York Mellon Corp | 0.04% | Add +4.6% | 2,420,276 | $228.8M |
| Sei Investments Co. | 0.20% | Add +8.5% | 2,380,025 | $225.0M |
| Composition Wealth, LLC | 2.61% | Add +16.2% | 2,352,562 | $222.4M |
| BlackRock, Inc. | 0.00% | Add +4.0% | 2,311,312 | $218.5M |
| Cetera Investment Advisers | 0.18% | Add +5.9% | 2,146,275 | $202.9M |
| Envestnet Portfolio Solutions, Inc. | 0.96% | Add +9.8% | 2,119,612 | $200.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.43% | Add +2.4% | 1,957,539 | $185.0M |
| OneDigital Investment Advisors LLC | 1.51% | Add +6.4% | 1,892,523 | $178.9M |
| Dynasty Wealth Management, LLC | 1.29% | Add +4.2% | 1,833,567 | $173.3M |
| MML Investors Services, LLC | 0.34% | Add +25.3% | 1,769,513 | $167.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +467.9% | 1,716,390 | $162.2M |
| Quotient Wealth Partners, LLC | 3.76% | Add +3.5% | 1,685,608 | $159.3M |
| Bessemer Group Inc. | 0.21% | Add +0.7% | 1,607,411 | $151.9M |
| Janney Montgomery Scott LLC | 0.29% | Add +9.6% | 1,599,915 | $151.2M |
| Raymond James Financial Inc. | 0.04% | Add +3.5% | 1,592,160 | $150.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.28% | Add +65.9% | 1,549,507 | $146.5M |
| Ferguson Wellman Capital Management, Inc. | 1.78% | Add +5.6% | 1,544,469 | $146.0M |
| United Capital Financial Advisors, LLC | 0.79% | Add +6.1% | 1,509,344 | $142.8M |
| Royal Bank of Canada | 0.02% | Add +5.6% | 1,487,140 | $140.6M |
| Park Avenue Securities LLC | 0.87% | Add +10.2% | 1,466,815 | $138.6M |
| Merit Financial Group, LLC | 0.84% | Add +5.2% | 1,433,945 | $135.5M |
| Bridgewater Associates | 0.54% | Add +2.0% | 1,386,800 | $131.1M |
| Asset Management One Co., Ltd. | 0.30% | Add +6.2% | 1,225,691 | $115.9M |
| Clarity Financial LLC | 9.48% | Add +109.1% | 1,172,019 | $110.8M |
| Hancock Whitney Corp. | 1.78% | Reduce -1.0% | 1,131,436 | $106.9M |
| MAI Capital Management | 0.36% | Add +394.0% | 1,006,787 | $95.2M |
| NewEdge Advisors, LLC | 0.28% | Add +20.4% | 984,369 | $93.0M |
| Blue Trust, Inc. | 0.96% | Reduce -4.3% | 966,223 | $91.3M |
| Beacon Pointe Advisors, LLC | 0.40% | Add +3.1% | 904,453 | $85.5M |
| Exchange Traded Concepts, LLC | 0.41% | Add +18.4% | 870,621 | $82.3M |
| Alliancebernstein L.P. | 0.03% | Add +4.7% | 864,704 | $82.1M |
| Fisher Asset Management | 0.02% | Reduce -5.8% | 831,866 | $78.6M |
| Pathstone Holdings, LLC | 0.22% | Add +4240.6% | 812,942 | $76.8M |
| Nottingham Advisors, Inc. | 9.14% | Add +2.6% | 816,347 | $76.6M |
| Jupiter Topco LLC | 0.03% | — | 801,475 | $75.8M |
| Corient Private Wealth LP | 0.10% | Add +28.3% | 786,118 | $74.3M |
| Commonwealth Equity Services, LLC | 0.09% | Add +8.4% | 745,517 | $70.5M |
| Klaas Financial Asset Advisors, LLC | 8.63% | Add +8.7% | 733,132 | $69.3M |
| Dakota Wealth Management | 1.30% | Add +19.4% | 720,721 | $68.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +4.1% | 713,705 | $67.5M |
| NorthCoast Asset Management LLC | 1.47% | Reduce -1.3% | 700,621 | $66.2M |
| State of New Jersey Common Pension Fund D | 0.23% | Add +55.6% | 700,000 | $66.2M |
| Capital International Investors | 0.01% | Add +131.8% | 695,093 | $65.7M |
| Osaic Holdings, Inc. | 0.08% | Add +31.9% | 675,822 | $63.9M |
| Lutz Financial Services LLC | 3.79% | Add +4.1% | 658,034 | $62.2M |
| Allianz Asset Management GmbH | 0.06% | Reduce -3.8% | 643,669 | $60.8M |
| Rockland Trust Co. | 2.38% | Add +6.0% | 640,701 | $60.6M |
| Willis Johnson & Associates, Inc. | 3.28% | Add +1.5% | 622,437 | $58.8M |
| AE Wealth Management LLC | 0.27% | Add +3.0% | 608,645 | $57.5M |
| State of Michigan Retirement System | 0.25% | No change | 600,000 | $56.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +5.8% | 594,470 | $55.7M |
| Foundations Investment Advisors, LLC | 0.54% | Add +11.7% | 559,163 | $52.9M |
| Strategic Wealth Partners, Ltd. | 3.03% | Add +6.5% | 517,750 | $48.9M |
| Korea Investment CORP | 0.09% | No change | 500,000 | $47.3M |
| Constellation Investments, Inc. | 1.47% | No change | 495,924 | $46.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +5.5% | 482,476 | $45.6M |
| Thrivent Financial for Lutherans | 0.08% | Add +9.7% | 477,900 | $45.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | No change | 477,622 | $45.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.85% | Reduce -0.2% | 470,874 | $44.5M |
| Principal Securities, Inc. | 0.51% | Add +21.2% | 449,653 | $42.5M |
| Avidian Wealth Enterprises, LLC | 1.18% | Reduce -44.2% | 448,842 | $42.4M |
| NorthRock Partners, LLC | 0.61% | Reduce -4.6% | 444,758 | $42.0M |
| St Germain D J Co. Inc. | 1.50% | Add +5.5% | 441,162 | $41.7M |
| Baird Financial Group, Inc. | 0.06% | Add +12.6% | 440,730 | $41.7M |
| Vise Technologies, Inc. | 0.46% | Add +107.0% | 429,639 | $40.6M |
| Bangor Savings Bank | 2.93% | Add +7.3% | 422,012 | $39.9M |
| Kingsview Wealth Management, LLC | 0.47% | Add +7.2% | 411,950 | $38.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +34.9% | 399,026 | $37.7M |
| Kestra Investment Management, LLC | 0.72% | Reduce -27.4% | 395,483 | $37.4M |
| Northside Capital Management, LLC | 3.05% | Add +6.1% | 394,193 | $37.3M |
| Conning Inc. | 1.14% | No change | 387,672 | $36.6M |
| Stockman Wealth Management, Inc. | 3.75% | Reduce -3.5% | 383,765 | $36.3M |
| JB Capital LLC | 1.20% | Add +10.1% | 366,798 | $34.7M |
| Sanctuary Advisors, LLC | 0.16% | Add +11.8% | 365,786 | $34.6M |
| FMR LLC | 0.00% | Add +2.6% | 365,720 | $34.6M |
| Franklin Resources Inc. | 0.01% | Add +0.6% | 363,202 | $34.3M |
| Prestige Wealth Management Group LLC | 6.21% | Add +14.5% | 361,979 | $34.2M |
| Ocean Park Asset Management, LLC | 1.65% | Reduce -18.2% | 361,587 | $34.2M |
| Nan Fung Trinity (hk) Ltd. | 3.26% | No change | 349,200 | $33.0M |
| Clearwater Capital Advisors, LLC | 2.41% | Add +7.1% | 348,023 | $32.9M |
| Parkside Investments, LLC | 3.62% | Reduce -1.5% | 345,053 | $32.6M |
| Zurich Insurance Group Ltd | 0.22% | No change | 338,060 | $31.9M |
| Brookstone Capital Management | 0.32% | Add +6.5% | 336,263 | $31.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +1.1% | 326,530 | $30.9M |
| Ascent Group, LLC | 0.88% | Add +12.2% | 311,099 | $29.4M |
| Modera Wealth Management, LLC | 0.31% | Add +4.8% | 309,599 | $29.3M |
| Integrity Alliance, Llc. | 0.91% | Add +8.8% | 305,701 | $28.9M |
| Confluence Investment Management LLC | 0.45% | Reduce -8.8% | 303,528 | $28.7M |
| US Bancorp \de | 0.03% | Reduce -4.1% | 300,474 | $28.4M |
| Meridian Wealth Partners, LLC | 3.40% | Add +6.1% | 297,555 | $28.1M |
| Acorns Advisers, LLC | 0.18% | Add +7.1% | 296,322 | $28.0M |
| Global Retirement Partners, LLC | 0.42% | — | 290,132 | $27.4M |
| iA Global Asset Management Inc. | 0.32% | Add +110.7% | 284,376 | $26.9M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +24.4% | 275,200 | $26.0M |
| Federated Hermes, Inc. | 0.04% | Reduce -25.3% | 265,355 | $25.1M |
| Cerity Partners LLC | 0.03% | Reduce -9.1% | 262,425 | $24.8M |
| Talon Private Wealth, LLC | 2.88% | Add +1.3% | 260,720 | $24.6M |
| Jacobson & Schmitt Advisors, LLC | 3.99% | Add +3.7% | 258,653 | $24.4M |
| Courier Capital LLC | 1.21% | Add +9.4% | 255,874 | $24.2M |
| Kelman-Lazarov, Inc. | 3.14% | Add +1.4% | 253,580 | $24.0M |
| Carnegie Investment Counsel | 0.48% | Reduce -1.9% | 251,825 | $23.8M |
| HighTower Advisors, LLC | 0.02% | Add +4.4% | 250,291 | $23.7M |
| Horst & Graben Wealth Management LLC | 3.10% | Add +6.0% | 250,439 | $23.5M |
| Tiaa Trust, National Association | 1.36% | Reduce -60.8% | 243,877 | $23.1M |
| Wealthcare Advisory Partners LLC | 0.43% | Add +2.6% | 242,028 | $22.9M |
| Quattro Financial Advisors LLC | 4.88% | Add +237.5% | 241,622 | $22.8M |
| Advocacy Wealth Management, LLC | 0.82% | Add +4.1% | 238,354 | $22.5M |
| CIBC Bancorp USA Inc. | 0.03% | Reduce -13.4% | 227,647 | $21.5M |
| Leavell Investment Management, Inc. | 0.79% | Add +2.5% | 227,389 | $21.5M |
| Penserra Capital Management LLC | 0.16% | Reduce -27.8% | 225,258 | $21.3M |
| Modern Wealth Management, LLC | 0.25% | Add +21.3% | 224,776 | $21.2M |
| Arvest Investments, Inc. | 2.56% | Add +1.9% | 224,016 | $21.2M |
| Banque Cantonale Vaudoise | 0.86% | No change | 216,000 | $20.4M |
| Sharkey, Howes & Javer | 2.46% | Add +5.4% | 215,214 | $20.3M |
| Northern Trust Corp. | 0.00% | Add +2.4% | 214,799 | $20.3M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +1.9% | 214,531 | $20.3M |
| Manhattan West Asset Management, LLC | 3.30% | Reduce -8.9% | 209,076 | $19.8M |
| Peak Financial Advisors LLC | 8.17% | New | 208,845 | $19.7M |
| McKinley Carter Wealth Services, Inc. | 1.02% | Add +18.5% | 208,830 | $19.7M |
| SteelPeak Wealth, LLC | 0.52% | Add +8.8% | 207,334 | $19.6M |
| Castleark Management LLC | 0.52% | No change | 204,235 | $19.3M |
| Stansberry Asset Management, LLC | 1.84% | Add +3.3% | 202,306 | $19.1M |
| TCW Group Inc. | 0.13% | Reduce -2.4% | 200,832 | $19.0M |
| Arax Advisory Partners | 0.12% | Add +101.1% | 198,697 | $18.8M |
| Galvin, Gaustad & Stein, LLC | 1.39% | Reduce -5.1% | 196,122 | $18.5M |
| Atria Investments, Inc | 0.18% | Add +6.0% | 194,292 | $18.4M |
| Johns Hopkins University | 1.22% | No change | 193,437 | $18.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.90% | Add +10.3% | 193,235 | $18.3M |
| Lifeworks Advisors, LLC | 1.91% | Add +3.6% | 193,120 | $18.3M |
| RKL Wealth Management LLC | 1.45% | Add +0.8% | 191,867 | $18.1M |
| Manning & Napier Advisors LLC | 0.23% | Reduce -3.8% | 187,630 | $17.7M |
| CFS Investment Advisory Services, LLC | 1.16% | Reduce -0.5% | 185,207 | $17.4M |
| Barclays PLC | 0.01% | Reduce -90.4% | 184,420 | $17.4M |
| Keybank National Association | 0.06% | Add +1.6% | 180,916 | $17.1M |
| BlueSky Wealth Advisors, LLC | 1.98% | Add +9.2% | 180,746 | $17.1M |
| Integrated Wealth Concepts LLC | 0.11% | Add +3.6% | 175,469 | $16.6M |
| Heck Capital Advisors, LLC | 0.99% | Add +9.2% | 174,713 | $16.5M |
| First Trust Advisors LP | 0.01% | Add +3.5% | 170,642 | $16.1M |
| &partners | 0.07% | Add +13.6% | 170,440 | $16.1M |
| Assetmark, Inc. | 0.03% | Add +4.2% | 168,836 | $16.0M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Add +2.2% | 164,593 | $15.6M |
| Fifth Third Bancorp | 0.03% | Reduce -4.4% | 164,294 | $15.5M |
| Impact Partnership Wealth, LLC | 1.50% | Add +13.4% | 162,750 | $15.4M |
| Geneos Wealth Management Inc. | 0.31% | Add +2.9% | 161,055 | $15.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.52% | Add +14.6% | 159,607 | $15.1M |
| Trek Financial, LLC | 0.74% | Add +5.6% | 158,520 | $15.0M |
| Compass Wealth Management, LLC | 5.73% | Add +5.6% | 152,072 | $14.4M |
| Icon Wealth Advisors, LLC | 0.86% | Add +10.8% | 151,946 | $14.4M |
| Stone House Investment Management, LLC | 1.89% | Add +7.0% | 150,699 | $14.2M |
| Farmers & Merchants Investments Inc. | 0.34% | Add +2.7% | 149,687 | $14.1M |
| Ancora Advisors LLC | 0.27% | Add +20.8% | 148,301 | $14.0M |
| Bernardo Wealth Planning LLC | 2.39% | Add +4.3% | 148,098 | $14.0M |
| Checchi Capital Advisers, LLC | 0.89% | Reduce -0.3% | 147,438 | $13.9M |
| Lazard Asset Management LLC | 0.02% | Add +21.6% | 147,256 | $13.9M |
| Meteora Capital, LLC | 1.17% | No change | 146,600 | $13.9M |
| IFG Advisory, LLC | 0.48% | New | 145,355 | $13.7M |
| Rothschild Wealth LLC | 1.08% | Add +11.3% | 142,589 | $13.5M |
| Equitable Holdings, Inc. | 0.08% | Add +7.4% | 140,524 | $13.3M |
| Boltwood Capital Management | 3.02% | Add +3.6% | 139,285 | $13.2M |
| Focus Partners Wealth | 0.01% | Add +15.7% | 139,211 | $13.2M |
| NewSquare Capital LLC | 0.97% | Add +1.5% | 137,904 | $13.0M |
| Cascade Financial Partners, LLC | 1.11% | Add +38.1% | 134,989 | $12.8M |
| One Wealth Advisors, LLC | 1.40% | Add +6.3% | 134,132 | $12.7M |
| Tandem Wealth Advisors LLC | 5.01% | Add +5.3% | 133,260 | $12.6M |
| Rwa Wealth Partners, LLC | 0.12% | Reduce -10.8% | 133,235 | $12.6M |
| Security Financial Services, INC. | 1.71% | Add +2.6% | 130,756 | $12.4M |
| Cornerstone Management, Inc. | 1.77% | Reduce -6.5% | 129,845 | $12.3M |
| Resona Asset Management Co.,Ltd. | 0.06% | No change | 128,832 | $12.2M |
| Kelly Financial Services LLC | 2.59% | Add +8.2% | 127,863 | $12.1M |
| Cabot Wealth Management Inc. | 1.21% | Reduce -64.2% | 125,676 | $11.9M |
| JT Stratford LLC | 1.30% | Add +11.8% | 125,397 | $11.9M |
| AAFMAA Wealth Management & Trust LLC | 4.09% | Add +7.0% | 123,856 | $11.7M |
| Axxcess Wealth Management, LLC | 0.19% | Add +16.7% | 123,750 | $11.7M |
| Tradewinds Capital Management, LLC | 2.06% | New | 122,869 | $11.6M |
| Westover Capital Advisors, LLC | 1.92% | Add +2.4% | 122,526 | $11.6M |
| Perigon Wealth Management, LLC | 0.18% | Add +2.1% | 120,521 | $11.4M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +8.6% | 118,840 | $11.2M |
| Seeds Investor LLC | 1.15% | Add +4.0% | 117,931 | $11.1M |
| Smith Salley Wealth Management | 0.47% | Reduce -29.8% | 115,609 | $10.9M |
| Beacon Bridge Wealth Partners, LLC | 3.10% | Add +1.8% | 115,183 | $10.9M |
| Farther Finance Advisors, LLC | 0.08% | Add +1.2% | 114,643 | $10.8M |
| Theory Financial LLC | 3.41% | Add +2.2% | 114,412 | $10.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -50.6% | 113,854 | $10.8M |
| Shelter Mutual Insurance Co | 2.26% | No change | 113,212 | $10.7M |
| EverSource Wealth Advisors, LLC | 0.36% | Reduce -2.8% | 111,311 | $10.5M |
| World Investment Advisors | 0.17% | Reduce -0.5% | 110,380 | $10.5M |
| FDx Advisors, Inc. | 3.06% | Reduce -8.8% | 107,539 | $10.2M |
| TSA Wealth Managment LLC | 2.86% | Add +3.7% | 107,043 | $10.1M |
| Pictet Asset Management Holding SA | 0.01% | No change | 106,000 | $10.0M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +30.2% | 105,404 | $10.0M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -1.0% | 104,693 | $9.9M |
| Beacon Financial Group | 0.88% | Add +12.5% | 102,913 | $9.7M |
| Jane Street Group, LLC | 0.01% | Reduce -48.2% | 102,125 | $9.7M |
| Cim, LLC | 1.23% | Add +0.2% | 100,910 | $9.5M |
| Hilltop Holdings Inc. | 0.77% | Reduce -9.3% | 100,451 | $9.5M |
| Smartleaf Asset Management LLC | 0.30% | No change | 97,805 | $9.3M |
| Scarborough Advisors, LLC | 1.06% | Add +9.9% | 97,805 | $9.2M |
| Pettinga Financial Advisors LLC | 1.47% | Add +42.5% | 97,063 | $9.2M |
| Quadrature Capital Ltd | 0.08% | New | 97,049 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.9% | 96,725 | $9.1M |
| Creative Planning | 0.01% | Reduce -11.1% | 95,988 | $9.1M |
| Ameraudi Asset Management, Inc. | 4.04% | New | 94,349 | $8.9M |
| Renaissance Technologies | 0.01% | Add +235.7% | 93,988 | $8.9M |
| Aureum Wealth Management, LLC | 5.49% | Add +1.6% | 93,670 | $8.9M |
| Harbour Investments, Inc. | 0.12% | Add +3.6% | 91,708 | $8.7M |
| Regal Investment Advisors LLC | 0.45% | Add +16.4% | 90,635 | $8.6M |
| Procyon Advisors, LLC | 0.37% | Add +7.1% | 89,832 | $8.5M |
| Invst, LLC | 0.82% | Add +13.6% | 88,909 | $8.4M |
| PAX Financial Group, LLC | 1.22% | Add +5.3% | 86,816 | $8.2M |
| Elevated Financial Group LLC | 2.27% | Add +13.0% | 85,206 | $8.1M |
| Darwin Wealth Management, LLC | 2.20% | Add +4.9% | 84,918 | $8.0M |
| Johnson Financial Group, Inc. | 0.26% | Reduce -63.6% | 83,092 | $7.9M |
| Capital Analysts, LLC | 0.18% | Add +21.6% | 82,871 | $7.8M |
| Keebeck Wealth Management | 0.75% | Add +11.2% | 81,550 | $7.7M |
| SIMA Wealth Partners, LLC | 5.45% | Reduce -2.8% | 81,410 | $7.7M |
| Jmac Enterprises LLC | 1.29% | Add +42.0% | 81,180 | $7.7M |
| Advisors Preferred, LLC | 1.18% | Add +52.9% | 81,276 | $7.7M |
| Shepherd Financial Partners LLC | 0.63% | Add +64.3% | 80,672 | $7.6M |
| Leuthold Group, LLC | 0.77% | Reduce -1.0% | 80,658 | $7.6M |
| Sax Wealth Advisors, LLC | 0.31% | Add +18.1% | 79,719 | $7.6M |
| Blankinship & Foster, LLC | 1.52% | Reduce -3.6% | 79,582 | $7.5M |
| Elevation Point Wealth Partners, LLC | 0.14% | Reduce -20.9% | 79,532 | $7.5M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Add +3.3% | 77,967 | $7.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +5.9% | 77,486 | $7.3M |
| Diversify Advisory Services, LLC | 0.12% | New | 78,249 | $7.3M |
| Diversify Wealth Management, LLC | 0.12% | Add +6.6% | 78,249 | $7.3M |
| HRT Financial LP | 0.01% | Reduce -38.2% | 75,512 | $7.1M |
| Mariner, LLC | 0.01% | Reduce -67.0% | 74,484 | $7.0M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +5.0% | 74,289 | $7.0M |
| Sovran Advisors, LLC | 0.52% | Add +14.4% | 74,622 | $7.0M |
| Legacy Financial Group LLC | 0.78% | Add +15.1% | 73,512 | $6.9M |
| BNP Paribas Financial Markets | 0.00% | Add +72.2% | 73,250 | $6.9M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +14.9% | 73,225 | $6.9M |
| Keystone Financial Services | 1.78% | Add +5.7% | 73,126 | $6.9M |
| Fort Point Capital Partners LLC | 0.74% | Add +9.4% | 72,994 | $6.9M |
| Bay Harbor Wealth Management, LLC | 1.56% | Add +1.7% | 71,657 | $6.8M |
| Shared Vision Wealth Group LLC | 2.32% | Add +4.8% | 71,299 | $6.7M |
| Commerce Bank | 0.03% | Add +113.9% | 70,321 | $6.6M |
| Wealth Alliance, LLC | 0.56% | Add +8.0% | 70,266 | $6.6M |
| McNaughton Wealth Management, LLC | 2.36% | Add +13.9% | 70,197 | $6.6M |
| a16z Perennial Management, L.P. | 0.53% | New | 69,775 | $6.6M |
| Cary Street Partners Financial LLC | 0.14% | Reduce -7.5% | 69,406 | $6.6M |
| SigFig Wealth Management, LLC | 0.17% | Add +10.1% | 68,576 | $6.5M |
| Archford Capital Strategies, LLC | 0.66% | Reduce -3.6% | 68,826 | $6.5M |
| Captrust Financial Advisors | 0.01% | Add +11.5% | 68,371 | $6.5M |
| First American Trust, FSB | 0.39% | Reduce -14.0% | 68,021 | $6.4M |
| Boothbay Fund Management, LLC | 0.12% | No change | 67,436 | $6.4M |
| Cobblestone Asset Management LLC | 2.65% | Add +5.5% | 67,315 | $6.4M |
| Jones Financial Companies LLLP | 0.00% | Add +20.7% | 65,959 | $6.3M |
| Winthrop Capital Management, LLC | 1.47% | Reduce -0.0% | 64,433 | $6.1M |
| Alternative Investment Advisors, LLC. | 2.34% | Reduce -3.0% | 64,070 | $6.1M |
| Genesis Wealth Advisors, LLC | 3.61% | Add +8.1% | 63,935 | $6.0M |
| Mma Asset Management LLC | 1.92% | Add +7.5% | 63,833 | $6.0M |
| Signal Advisors Wealth, LLC | 0.32% | Add +0.4% | 63,652 | $6.0M |
| Knights of Columbus Asset Advisors LLC | 0.30% | Add +10.3% | 62,949 | $5.9M |
| Citigroup Inc. | 0.00% | Add +95.0% | 62,874 | $5.9M |
| Foster & Motley Inc. | 0.27% | Reduce -39.9% | 61,450 | $5.8M |
| Cypress Wealth Services, LLC | 0.71% | Add +8.0% | 61,414 | $5.8M |
| Betterment LLC | 0.01% | Reduce -1.5% | 60,424 | $5.7M |
| Simplicity Wealth,LLC | 0.19% | Add +23.1% | 59,911 | $5.7M |
| Mayflower Financial Advisors, LLC | 0.48% | Add +6.7% | 58,730 | $5.6M |
| Liberty Wealth Management LLC | 0.69% | No change | 58,020 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +402.7% | 58,028 | $5.5M |
| Advisory Services Network, LLC | 0.06% | Add +3.8% | 57,722 | $5.5M |
| Core Wealth Advisors, LLC | 4.02% | Add +7.5% | 57,683 | $5.5M |
| Traveka Wealth, LLC | 1.81% | Add +18.0% | 57,586 | $5.4M |
| International Private Wealth Advisors LLC | 2.77% | Add +135.9% | 56,994 | $5.4M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +15.2% | 56,224 | $5.3M |
| Client 1ST Advisory Group, LLC | 1.38% | Add +7.1% | 54,539 | $5.2M |
| Advus Financial Partners, LLC | 1.16% | Add +1.9% | 53,956 | $5.1M |
| First Citizens Bank & Trust Co. | 0.08% | Add +0.3% | 53,441 | $5.1M |
| Allstate Corp. | 0.05% | Reduce -70.4% | 52,648 | $5.0M |
| Monument Capital Management | 1.00% | Add +10.0% | 52,580 | $5.0M |
| Independent Financial Group, LLC | 0.09% | Reduce -13.4% | 52,467 | $5.0M |
| Endeavor Private Wealth, Inc. | 1.20% | Add +25.6% | 52,378 | $5.0M |
| Columbus Macro, LLC | 0.48% | Add +6.7% | 52,125 | $4.9M |
| WBH Advisory Inc. | 0.33% | Reduce -9.5% | 52,017 | $4.9M |
| Inspire Advisors, LLC | 0.34% | Reduce -7.2% | 51,565 | $4.9M |
| WCG Wealth Advisors LLC | 0.11% | Add +2.6% | 51,021 | $4.8M |
| UNIVEST FINANCIAL Corp | 0.23% | Add +18.3% | 50,634 | $4.8M |
| Brucke Financial, Inc. | 2.11% | Add +27.7% | 50,145 | $4.7M |
| Essential Planning, LLC. | 1.31% | Reduce -4.7% | 49,158 | $4.6M |
| Alterna Wealth Management, Inc. | 2.66% | Add +107.8% | 49,102 | $4.6M |
| Focus Financial Network, Inc. | 0.14% | Add +13.8% | 49,056 | $4.6M |
| Founders Financial Alliance, LLC | 0.61% | Add +901.6% | 48,826 | $4.6M |
| Choreo, LLC | 0.05% | Reduce -2.2% | 48,476 | $4.6M |
| Apollon Wealth Management, LLC | 0.06% | Add +5.0% | 48,280 | $4.6M |
| Daviman Financial, LLC | 2.52% | Add +3.2% | 48,250 | $4.6M |
| Csenge Advisory Group | 0.19% | Add +10.5% | 48,249 | $4.6M |
| Retirement Systems of Alabama | 0.01% | Add +82.5% | 47,805 | $4.5M |
| Insight Wealth Strategies, LLC | 0.44% | Add +7.3% | 47,915 | $4.5M |
| Chatterton & Associates Inc. | 2.64% | Add +27.6% | 47,855 | $4.5M |
| CI Investments Inc. | 0.01% | No change | 47,247 | $4.5M |
| Van Hulzen Asset Management, LLC | 0.31% | Reduce -31.7% | 45,661 | $4.3M |
| Belpointe Asset Management LLC | 0.14% | Reduce -28.0% | 45,045 | $4.3M |
| Cornerstone Planning Group LLC | 0.52% | Add +14.4% | 44,293 | $4.1M |
| Independent Advisor Alliance | 0.10% | Reduce -85.0% | 43,460 | $4.1M |
| Gateway Wealth Partners, LLC | 0.25% | Reduce -55.0% | 43,302 | $4.1M |
| Atlatl Advisers LLC | 0.97% | Reduce -0.5% | 43,008 | $4.1M |
| Hexagon Capital Partners LLC | 0.57% | Add +12.1% | 42,978 | $4.1M |
| Bigelow Investment Advisors, LLC | 1.44% | Reduce -0.3% | 42,212 | $4.0M |
| JGP Wealth Management, LLC | 0.35% | Add +13.5% | 41,797 | $4.0M |
| Proffitt & Goodson Inc. | 0.54% | Reduce -0.3% | 41,140 | $3.9M |
| Naples Global Advisors, LLC | 0.24% | Add +11.9% | 40,867 | $3.9M |
| Liberty Atlantic Advisors LLC | 2.75% | Add +15.8% | 40,494 | $3.8M |
| WealthShield Partners, LLC | 0.58% | Reduce -9.8% | 40,370 | $3.8M |
| Integrated Advisors Network LLC | 0.18% | Reduce -2.5% | 40,348 | $3.8M |
| Sachetta, LLC | 1.85% | Add +12.1% | 40,261 | $3.8M |
| Avanda Investment Management Pte. Ltd. | 5.09% | New | 40,000 | $3.8M |
| Range Financial Group LLC | 1.02% | Add +7.1% | 39,602 | $3.7M |
| D L Carlson Investment Group Inc. | 0.59% | Add +4.5% | 39,525 | $3.7M |
| Hoxton Planning & Management, LLC | 0.97% | Add +14.8% | 39,498 | $3.7M |
| Fermata Advisors, LLC | 0.75% | Add +9.4% | 39,468 | $3.7M |
| Jacobi Capital Management LLC | 0.18% | Add +7.3% | 39,383 | $3.7M |
| Intrua Financial, LLC | 0.35% | Add +5.6% | 39,280 | $3.7M |
| Trivium Point Advisory, LLC | 0.34% | Add +820.3% | 39,249 | $3.7M |
| Ashton Thomas Securities, LLC | 0.55% | Add +10.2% | 39,112 | $3.7M |
| Mgo One Seven LLC | 0.06% | Add +6.8% | 39,024 | $3.7M |
| Integrity Advisory Solutions, LLC | 0.38% | Add +20.0% | 38,894 | $3.7M |
| VestGen Advisors, LLC | 0.11% | Add +456.6% | 38,781 | $3.7M |
| Mutual Advisors, LLC | 0.07% | Add +5.4% | 38,469 | $3.6M |
| Vaquero Private Wealth, Ltd. | 0.73% | — | 37,444 | $3.5M |
| WESPAC Advisors SoCal, LLC | 0.63% | Add +0.4% | 37,134 | $3.5M |
| Voya Financial Advisors, Inc. | 0.31% | Add +42.0% | 36,816 | $3.5M |
| GTS Financial, LLC | 2.47% | Add +2.6% | 36,079 | $3.4M |
| Tme Financial, Inc. | 2.08% | Add +0.9% | 35,656 | $3.4M |
| Waverly Advisors, LLC | 0.02% | Add +77.2% | 35,252 | $3.3M |
| One Wealth Capital Management, LLC | 0.94% | Add +39.1% | 34,835 | $3.3M |
| Brian Low Financial Group, LLC | 1.91% | Add +11.2% | 34,669 | $3.3M |
| Benjamin Edwards Inc. | 0.03% | Reduce -3.3% | 34,643 | $3.3M |
| Centennial Wealth Advisory LLC | 0.70% | Add +0.3% | 34,392 | $3.3M |
| Snowden Capital Advisors LLC | 0.08% | Add +10.1% | 34,390 | $3.3M |
| Sunesis Advisors, LLC | 1.34% | Add +0.0% | 34,314 | $3.2M |
| Centurion Wealth Management LLC | 0.77% | Reduce -2.1% | 34,280 | $3.2M |
| Resolute Wealth Advisor, Inc. | 1.83% | No change | 33,935 | $3.2M |
| Venture Visionary Partners LLC | 0.09% | New | 33,786 | $3.2M |
| Patten & Patten Inc. | 0.17% | Add +27.3% | 33,680 | $3.2M |
| 5T Wealth, LLC | 1.18% | Reduce -5.2% | 33,659 | $3.2M |
| Redwood Investment Management, LLC | 0.31% | Add +6.8% | 33,114 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +3.1% | 33,090 | $3.1M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +7.0% | 32,764 | $3.1M |
| Range Advisory, LLC | 0.36% | Add +55.8% | 32,300 | $3.1M |
| Strategic Blueprint, LLC | 0.15% | Add +75.1% | 32,280 | $3.1M |
| OpenArc Corporate Advisory, LLC | 0.04% | Reduce -8.6% | 32,186 | $3.0M |
| Swmg, LLC | 0.71% | Reduce -2.1% | 32,262 | $3.0M |
| ArborFi Advisors, LLC | 2.19% | Add +3.9% | 31,928 | $3.0M |
| Verus Capital Partners, LLC | 0.16% | Add +8.2% | 31,749 | $3.0M |
| Nicolet Bankshares Inc. | 0.09% | Add +25.2% | 31,253 | $3.0M |
| Citizens & Northern Corp. | 0.67% | Reduce -15.1% | 31,118 | $2.9M |
| Twin Peaks Wealth Advisors, LLC | 0.66% | Add +16.1% | 30,941 | $2.9M |
| Advisory Solutions Group, LLC | 0.99% | — | 30,454 | $2.9M |
| James Investment Research, Inc. | 0.29% | Reduce -3.6% | 30,175 | $2.9M |
| Arq Wealth Advisors, LLC | 0.35% | New | 30,582 | $2.8M |
| Arkadios Wealth Advisors | 0.04% | Reduce -2.6% | 29,845 | $2.8M |
| Chesapeake Capital Corp. | 1.51% | Add +47.1% | 29,567 | $2.8M |
| Tidal Investments LLC | 0.01% | Add +47.1% | 29,567 | $2.8M |
| Tradition Wealth Management, LLC | 0.17% | Add +7.6% | 29,046 | $2.7M |
| Whalen Wealth Management Inc. | 1.23% | Add +1.4% | 28,970 | $2.7M |
| Western Wealth Management, LLC | 0.09% | Add +7.2% | 28,860 | $2.7M |
| Sierra Capital LLC | 0.26% | No change | 28,777 | $2.7M |
| Private Trust Co. NA | 0.21% | Reduce -1.6% | 28,228 | $2.7M |
| Cassilly Financial Group LLC | 1.92% | Add +1.8% | 27,957 | $2.6M |
| DB Fitzpatrick & Co, Inc | 2.14% | Add +15.4% | 27,957 | $2.6M |
| HSBC Holdings PLC | 0.00% | Add +37.3% | 27,957 | $2.6M |
| LifePlan Investment Advisors, Inc. | 0.89% | Add +27.7% | 27,229 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 27,189 | $2.6M |
| TritonPoint Partners, LLC | 0.21% | Reduce -1.0% | 27,131 | $2.6M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Reduce -1.9% | 27,089 | $2.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.1% | 27,058 | $2.6M |
| Barnes Wealth Management Group, Inc | 1.18% | Add +0.6% | 26,995 | $2.6M |
| Trajan Wealth LLC | 0.10% | Reduce -0.8% | 26,726 | $2.5M |
| Lifelong Wealth Advisors, Inc. | 0.59% | Add +8.1% | 26,681 | $2.5M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -1.1% | 26,592 | $2.5M |
| Pure Financial Advisors, LLC | 0.03% | Add +38.4% | 26,456 | $2.5M |
| Braun-Bostich & Associates Inc. | 1.39% | Add +2.0% | 26,356 | $2.5M |
| Insigneo Advisory Services, LLC | 0.09% | Reduce -4.9% | 26,266 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Reduce -47.7% | 26,247 | $2.5M |
| Bestgate Wealth Advisors, LLC | 3.94% | Add +2.4% | 26,179 | $2.5M |
| DecisionMap Wealth Management, LLC | 1.38% | Add +5.6% | 26,011 | $2.5M |
| Midwest Trust Co | 0.03% | Add +7.6% | 25,989 | $2.5M |
| Yukon Wealth Management, Inc. | 0.70% | Reduce -11.2% | 25,971 | $2.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 25,870 | $2.4M |
| D.A. Davidson & Co. | 0.01% | Add +8.6% | 25,686 | $2.4M |
| Compass Financial Group, Inc. | 1.02% | Reduce -0.7% | 25,641 | $2.4M |
| May Hill Capital, LLC | 0.50% | Add +13.4% | 25,235 | $2.4M |
| MA Private Wealth | 0.35% | Add +3.7% | 24,908 | $2.4M |
| Sovereign Investment Advisors, LLC | 0.44% | Add +22.2% | 24,800 | $2.3M |
| Brookwood Investment Group LLC | 0.27% | Reduce -4.0% | 24,739 | $2.3M |
| Mather Group, Llc. | 0.02% | Add +25.2% | 24,472 | $2.3M |
| ShoreHaven Wealth Partners, LLC | 0.73% | Add +10.1% | 24,455 | $2.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.04% | No change | 24,266 | $2.3M |
| Community Bank, N.A. | 0.24% | Add +0.2% | 23,997 | $2.3M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +15.6% | 23,809 | $2.3M |
| Compass Financial Group, Inc. (Ohio) | 1.49% | Reduce -0.8% | 23,555 | $2.2M |
| L & S Advisors Inc | 0.23% | Add +6.5% | 23,485 | $2.2M |
| J.M. Arbour, LLC | 1.91% | Add +9.7% | 23,419 | $2.2M |
| Watershed Private Wealth LLC | 0.61% | Add +2.5% | 23,020 | $2.2M |
| Soltis Investment Advisors LLC | 0.12% | Add +20.1% | 22,791 | $2.2M |
| IFP Advisors, Inc | 0.04% | Reduce -0.8% | 22,723 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Add +20.6% | 22,530 | $2.1M |
| Crabel Capital Management, LLC | 1.56% | New | 22,633 | $2.1M |
| WealthPLAN Partners, LLC | 0.40% | Add +6.9% | 22,262 | $2.1M |
| Kickstand Ventures, Llc. | 0.38% | Reduce -15.0% | 22,010 | $2.1M |
| Frisch Financial Group, Inc. | 0.35% | Reduce -5.8% | 21,806 | $2.1M |
| Polaris Investment Advisors, LLC | 1.32% | Add +6.5% | 21,779 | $2.1M |
| One Capital Management, LLC | 0.06% | No change | 21,387 | $2.0M |
| Sowell Financial Services LLC | 0.07% | Add +3.0% | 21,393 | $2.0M |
| UMB Bank, n.a. | 0.03% | Reduce -2.5% | 21,355 | $2.0M |
| BCU Wealth Advisors, LLC | 0.67% | Add +3.5% | 21,265 | $2.0M |
| Curtis Wealth Management LLC | 1.70% | Reduce -2.2% | 21,227 | $2.0M |
| Stelac Advisory Services LLC | 0.37% | No change | 21,192 | $2.0M |
| Sapient Capital LLC | 0.03% | Add +838.9% | 21,153 | $2.0M |
| Buttonwood Financial Group, LLC | 1.14% | Add +6.0% | 21,049 | $2.0M |
| Trilogy Capital Inc. | 0.08% | Reduce -7.3% | 21,036 | $2.0M |
| Centaurus Financial, Inc. | 0.08% | Add +431.8% | 20,834 | $2.0M |
| Guardian Wealth Advisors, LLC / NC | 0.11% | Add +0.9% | 20,792 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +7.5% | 20,742 | $2.0M |
| Guidance Capital, Inc. | 0.41% | Add +9.9% | 20,689 | $1.9M |
| Capital Investment Advisors, LLC | 0.03% | Add +1.0% | 20,315 | $1.9M |
| Snider Financial Group | 0.49% | Reduce -75.7% | 20,301 | $1.9M |
| Spectrum Investment Advisors, Inc. | 0.78% | Reduce -84.9% | 20,282 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +37.3% | 20,011 | $1.9M |
| Invariant Investment Management | 1.10% | Add +3.6% | 19,976 | $1.9M |
| Tempus Wealth Planning, LLC | 0.37% | Add +41.2% | 19,858 | $1.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.13% | Add +7.3% | 19,758 | $1.9M |
| RHS Financial, LLC | 0.75% | Add +38.3% | 19,636 | $1.9M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 19,528 | $1.8M |
| Town Capital LLC | 1.17% | Add +9.9% | 19,453 | $1.8M |
| Payne Capital LLC | 1.52% | Add +0.0% | 19,344 | $1.8M |
| Davis Wealth Advisors, LLC | 1.41% | Add +1.4% | 19,296 | $1.8M |
| Balefire, LLC | 0.30% | Add +463.9% | 19,256 | $1.8M |
| Bingham Private Wealth, LLC | 1.23% | Add +19.5% | 18,953 | $1.8M |
| Proficio Capital Partners LLC | 0.06% | Reduce -16.6% | 18,749 | $1.8M |
| Scissortail Wealth Management, LLC | 0.34% | Add +2.6% | 18,676 | $1.8M |
| K2 Financial Inc. | 1.24% | Add +5.9% | 18,600 | $1.8M |
| Sheets Smith Wealth Management | 0.18% | Reduce -0.1% | 18,549 | $1.8M |
| Gen-Wealth Partners Inc | 0.49% | Add +7.9% | 18,478 | $1.7M |
| Strategy Asset Managers LLC | 0.26% | Add +14.8% | 18,197 | $1.7M |
| JFS Wealth Advisors, LLC | 0.09% | Add +10.1% | 18,182 | $1.7M |
| Guggenheim Capital LLC | 0.01% | New | 18,113 | $1.7M |
| Kilter Group LLC | 0.62% | Reduce -17.9% | 18,016 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Add +0.9% | 17,934 | $1.7M |
| Auour Investments LLC | 0.49% | Add +2.0% | 17,928 | $1.7M |
| Two West Capital Advisors LLC | 0.84% | Add +21.6% | 17,989 | $1.7M |
| TD Private Client Wealth LLC | 0.03% | Reduce -44.9% | 17,795 | $1.7M |
| IMA Advisory Services, Inc. | 0.10% | New | 17,671 | $1.7M |
| Capital Investment Management, Inc. | 0.51% | Add +14.9% | 17,654 | $1.7M |
| Portfolio Resources Advisor Group, Inc. | 1.41% | Add +6.7% | 17,630 | $1.7M |
| Compound Planning, Inc. | 0.04% | Reduce -29.8% | 17,579 | $1.7M |
| Advisory Research Inc. | 0.17% | No change | 17,518 | $1.7M |
| BOS Asset Management, LLC | 0.38% | Add +12.5% | 17,377 | $1.6M |
| WealthPoint Financial, LLC | 1.19% | Add +8.8% | 17,281 | $1.6M |
| RDA Financial Network | 0.35% | Add +8.8% | 17,076 | $1.6M |
| Creative Financial Designs Inc. | 0.08% | Reduce -30.0% | 16,784 | $1.6M |
| Tyche Wealth Partners LLC | 0.22% | Add +24.4% | 16,692 | $1.6M |
| Caitlin John, LLC | 0.86% | Add +103968.8% | 16,651 | $1.6M |
| Buck Wealth Strategies, LLC | 0.16% | Reduce -7.1% | 16,585 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -31.4% | 16,573 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.13% | Add +26.1% | 16,479 | $1.6M |
| Summit Financial, LLC | 0.02% | Add +14.8% | 16,379 | $1.5M |
| Lakeshore Capital Group, Inc. | 1.14% | Reduce -8.5% | 16,344 | $1.5M |
| Rosenberg Matthew Hamilton | 0.29% | Add +11.3% | 16,253 | $1.5M |
| Farmers National Bank | 0.32% | No change | 16,031 | $1.5M |
| Voisard Asset Management Group, Inc. | 0.28% | Reduce -72.9% | 15,912 | $1.5M |
| M1 Capital Management LLC | 0.55% | Add +11.6% | 15,776 | $1.5M |
| Moors & Cabot, Inc. | 0.06% | Add +8.4% | 15,589 | $1.5M |
| Hopwood Nicholas Hunter | 0.40% | Add +6.9% | 15,571 | $1.5M |
| Parallel Advisors, LLC | 0.02% | Reduce -42.2% | 15,538 | $1.5M |
| Clear Creek Financial Management, LLC | 0.09% | Add +9.6% | 15,463 | $1.5M |
| First Heartland Consultants, Inc. | 0.09% | Add +6.1% | 15,461 | $1.5M |
| Arete Wealth Advisors, LLC | 0.10% | Add +4.6% | 15,446 | $1.5M |
| Zinnia Wealth Advisory, LLC | 1.47% | Add +4.0% | 15,199 | $1.4M |
| Edgestream Partners, L.P. | 0.04% | New | 14,890 | $1.4M |
| GHP Investment Advisors, Inc. | 0.05% | Add +0.4% | 14,873 | $1.4M |
| M&T Bank Corp | 0.00% | No change | 14,864 | $1.4M |
| Venturi Wealth Management, LLC | 0.05% | Add +0.4% | 14,819 | $1.4M |
| Intelligence Driven Advisers, LLC | 0.23% | Reduce -8.9% | 14,745 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +8.3% | 14,625 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -23.1% | 14,518 | $1.4M |
| Maia Wealth LLC | 0.20% | Reduce -13.2% | 14,500 | $1.4M |
| Ascentis Wealth Management, LLC | 0.23% | Reduce -5.2% | 14,497 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +6.4% | 14,390 | $1.4M |
| CoreCap Advisors, LLC | 0.04% | Add +7.4% | 14,373 | $1.4M |
| XY Planning Network, Inc. | 0.17% | Add +12.4% | 14,337 | $1.4M |
| Exit Wealth Advisors, LLC. | 0.61% | New | 14,237 | $1.3M |
| Gotham Asset Management | 0.00% | No change | 14,226 | $1.3M |
| Lido Advisors, LLC | 0.00% | Reduce -3.3% | 14,125 | $1.3M |
| Strive Financial Group ,LLC | 0.58% | Add +19.4% | 14,113 | $1.3M |
| Boyd Watterson Asset Management LLC | 0.36% | Add +21.5% | 14,110 | $1.3M |
| Triad Wealth Partners, LLC | 0.08% | Reduce -93.3% | 14,365 | $1.3M |
| Chapman Financial Group, LLC | 0.88% | Reduce -0.8% | 14,020 | $1.3M |
| AQR Capital Management | 0.00% | Add +18.7% | 13,972 | $1.3M |
| Lodestar Private Asset Management LLC | 0.11% | Reduce -5.5% | 13,756 | $1.3M |
| Prudential Financial Inc. | 0.00% | No change | 13,719 | $1.3M |
| Huntington National Bank | 0.01% | Add +0.3% | 13,589 | $1.3M |
| MSH Capital Advisors LLC | 0.22% | Add +0.7% | 13,474 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +10.5% | 13,287 | $1.3M |
| Wedbush Securities Inc. | 0.03% | Reduce -3.8% | 13,175 | $1.2M |
| Alteri Wealth LLC | 0.34% | Add +4.7% | 13,167 | $1.2M |
| Global Assets Advisory, LLC | 0.27% | Reduce -28.8% | 12,997 | $1.2M |
| Savvy Advisors, Inc. | 0.03% | Add +30.8% | 12,896 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -4.9% | 12,883 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -12.9% | 12,872 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +1.6% | 12,803 | $1.2M |
| Rose Capital Advisors LLC | 0.64% | — | 12,551 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.24% | Add +50.0% | 12,522 | $1.2M |
| Titleist Asset Management, LLC | 0.08% | Add +11.3% | 12,484 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +17.4% | 12,462 | $1.2M |
| HighPoint Advisor Group LLC | 0.04% | Add +2.5% | 12,446 | $1.2M |
| Blair William & Co. | 0.00% | Add +121.2% | 12,371 | $1.2M |
| Droms Strauss Advisors Inc. /Mo/ | 0.27% | Reduce -30.0% | 12,349 | $1.2M |
| Maripau Wealth Management LLC | 0.41% | Add +5.7% | 12,294 | $1.2M |
| Presidio Capital Management, LLC | 0.29% | Add +32.3% | 12,238 | $1.2M |
| North Forty Two & Co. | 0.98% | Add +3.8% | 12,161 | $1.1M |
| DMC Group, LLC | 0.79% | Reduce -11.7% | 12,123 | $1.1M |
| Pacific Financial Group Inc. | 0.55% | Add +11.1% | 12,084 | $1.1M |
| Saxony Capital Management, LLC | 0.52% | New | 11,959 | $1.1M |
| CacheTech Inc. | 0.18% | Add +242.3% | 11,884 | $1.1M |
| Fiduciary Trust Co | 0.01% | Reduce -6.0% | 11,857 | $1.1M |
| Americana Partners, LLC | 0.02% | Add +2.8% | 11,684 | $1.1M |
| Sculati Wealth Management, LLC | 0.36% | Add +12.1% | 11,624 | $1.1M |
| Retirement Wealth Solutions LLC | 0.60% | Add +18.2% | 11,517 | $1.1M |
| Beacon Capital Management, LLC | 0.16% | New | 11,358 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.07% | Add +1.7% | 11,329 | $1.1M |
| Regimen Wealth, LLC | 0.29% | Reduce -2.1% | 11,236 | $1.1M |
| Vision Retirement, LLC | 0.26% | Add +5.6% | 11,169 | $1.1M |
| Connecticut Wealth Management, LLC | 0.04% | Add +6.0% | 11,159 | $1.1M |
| Rossby Financial, LCC | 0.19% | Add +19.0% | 11,042 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +5.4% | 10,975 | $1.0M |
| Birch Financial Group, LLC | 0.53% | Add +9.6% | 10,945 | $1.0M |
| Ehrlich Financial Group | 0.53% | Reduce -2.3% | 10,870 | $1.0M |
| Two Sigma Securities, LLC | 0.09% | New | 10,782 | $1.0M |
| Madson Wealth Advisors Inc | 0.69% | Reduce -20.1% | 10,693 | $1.0M |
| Summit Wealth Group, LLC | 0.20% | Reduce -0.7% | 10,509 | $993K |
| Montecito Bank & Trust | 0.15% | Reduce -11.0% | 10,428 | $986K |
| WealthTrak Capital Management LLC | 0.65% | Add +6.2% | 10,411 | $984K |
| Optivise Advisory Services LLC | 0.50% | Add +1.4% | 10,369 | $980K |
| RFG Advisory, LLC | 0.02% | Reduce -4.1% | 10,349 | $978K |
| ASL Financial, LLC | 0.68% | Reduce -5.4% | 10,251 | $969K |
| Financial Partners Group, Inc | 0.10% | Add +13.5% | 10,126 | $957K |
| Absolute Capital Management, LLC | 0.24% | Add +8.9% | 10,087 | $953K |
| LexAurum Advisors, LLC | 0.11% | Add +1.4% | 10,028 | $948K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | No change | 9,972 | $943K |
| GatePass Capital, LLC | 0.37% | Add +24.8% | 9,947 | $940K |
| Carter Financial Group, INC. | 0.48% | Add +11.7% | 9,885 | $934K |
| Latitude Advisors, LLC | 0.37% | Add +6.0% | 9,856 | $932K |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.4% | 9,835 | $930K |
| Diversified Enterprises, LLC | 0.04% | Reduce -2.8% | 9,788 | $925K |
| Mosley Wealth Management | 0.29% | Reduce -72.0% | 9,632 | $910K |
| Firethorn Wealth Partners, LLC | 0.29% | Reduce -24.6% | 9,621 | $909K |
| Sutton Place Investors LLC | 0.44% | Add +1.4% | 9,602 | $908K |
| Savant Capital, LLC | 0.00% | New | 9,571 | $897K |
| Estate Counselors, LLC | 0.08% | Reduce -95.9% | 9,485 | $897K |
| Beacon Financial Advisory LLC | 0.18% | Add +9.1% | 9,478 | $896K |
| Resurgent Financial Advisors LLC | 0.25% | Add +5.8% | 9,471 | $895K |
| Haverford Trust Co | 0.01% | Reduce -20.8% | 9,451 | $893K |
| Transcend Capital Advisors, LLC | 0.06% | Add +10.0% | 9,431 | $891K |
| Seed Wealth Management, Inc. | 0.56% | No change | 9,420 | $890K |
| True Blue Financial, LLC | 0.38% | Add +19.0% | 9,402 | $889K |
| Argent Trust Co | 0.03% | Reduce -2.8% | 9,305 | $880K |
| Perennial Investment Advisors, LLC | 0.06% | Add +3.6% | 9,213 | $871K |
| Carr Financial Group Corp | 0.20% | Add +1.1% | 9,180 | $868K |
| Parkway Wealth Management Group, LLC | 0.10% | Add +9.3% | 9,133 | $863K |
| Aspire Private Capital, LLC | 0.18% | Add +3.2% | 9,125 | $863K |
| Prospera Financial Services Inc | 0.01% | Add +1.8% | 9,033 | $855K |
| Quantinno Capital Management LP | 0.00% | Add +119.3% | 8,996 | $850K |
| FC Advisory LLC | 0.22% | Add +1.7% | 8,977 | $849K |
| Burke & Herbert Bank & Trust Co. | 0.21% | New | 8,948 | $846K |
| Spire Wealth Management | 0.03% | Reduce -9.2% | 8,881 | $839K |
| PFG Investments, LLC | 0.03% | Add +1.8% | 8,871 | $838K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +26.5% | 8,867 | $838K |
| Greenspring Advisors, LLC | 0.05% | Add +11.6% | 8,759 | $828K |
| Hobbs Wealth Management, LLC | 0.70% | Add +12.6% | 8,747 | $827K |
| Ade, LLC | 0.35% | Add +19.3% | 8,729 | $825K |
| Diversified Portfolios, Inc. | 0.06% | No change | 8,705 | $823K |
| Clarendon Private LLC | 0.53% | Reduce -0.1% | 8,697 | $822K |
| Nwam LLC | 0.04% | Reduce -5.5% | 8,580 | $811K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +51.1% | 8,579 | $811K |
| Laurel Oak Wealth Management, LLC | 0.12% | Reduce -17.0% | 8,528 | $806K |
| Silverlake Wealth Management LLC | 0.15% | Add +23.5% | 8,476 | $801K |
| SWS Partners | 0.17% | Add +0.0% | 8,470 | $801K |
| Narus Financial Partners, LLC | 0.20% | Add +6.1% | 8,401 | $794K |
| Layline Advisors, LLC | 0.71% | Add +62.2% | 8,387 | $793K |
| Napier Financial, LLC | 0.17% | Reduce -2.4% | 8,379 | $792K |
| LightSquare Wealth Management, LLC | 0.54% | Reduce -6.7% | 8,351 | $789K |
| EFG International AG | 0.01% | Add +17.7% | 8,349 | $789K |
| LongView Wealth Management | 0.20% | Reduce -15.8% | 8,324 | $787K |
| Adams Wealth Management | 0.15% | Add +137.9% | 8,259 | $781K |
| Florin Court Capital LLP | 1.27% | No change | 8,200 | $775K |
| American Capital Management Inc. | 0.03% | New | 8,186 | $774K |
| Cape Investment Advisory, Inc. | 0.20% | Add +2.9% | 8,085 | $764K |
| Hyundai Investments Co., Ltd. | 0.83% | Add +95.4% | 8,037 | $763K |
| United Advisor Group, LLC | 0.08% | Add +5.8% | 8,022 | $758K |
| FLP Wealth Management, LLC | 1.35% | Add +28.6% | 8,011 | $757K |
| Merkkuri Wealth Advisors LLC | 0.47% | Reduce -20.1% | 7,942 | $751K |
| Central Pacific Bank - Trust Division | 0.08% | No change | 7,874 | $744K |
| Advisory Alpha, LLC | 0.02% | Add +108.1% | 7,861 | $743K |
| Pinnacle Bancorp, Inc. | 0.19% | Add +2.4% | 7,664 | $724K |
| Continuum Advisory, LLC | 0.06% | Add +19.0% | 7,655 | $724K |
| Legacy Wealth Partners, LLC | 0.16% | Add +6.8% | 7,640 | $722K |
| Cooper Financial Group | 0.06% | Add +4.5% | 7,582 | $717K |
| Balance Wealth Partners LLC | 0.19% | Reduce -4.8% | 7,579 | $716K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -4.8% | 7,577 | $716K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -10.1% | 7,553 | $714K |
| F/m Investments LLC | 0.04% | Add +1.5% | 7,537 | $712K |
| Zenith Solutions, Inc. | 0.65% | — | 7,536 | $712K |
| 180 Wealth Advisors, LLC | 0.07% | Reduce -1.9% | 7,527 | $711K |
| Advyzon Investment Management, LLC | 0.05% | Add +18.2% | 7,505 | $709K |
| Pacific Excel Wealth Advisors, Inc. | 0.27% | New | 7,494 | $708K |
| Heritage Family Offices, LLP | 0.27% | Reduce -2.9% | 7,494 | $708K |
| Trinity Wealth Management, LLC | 0.22% | Add +4.5% | 7,381 | $698K |
| Sovereign Financial Group, Inc. | 0.11% | Add +27.5% | 7,364 | $696K |
| Apeiron RIA LLC | 0.18% | Reduce -44.2% | 7,338 | $694K |
| IFS Group,LLC | 0.94% | Reduce -65.0% | 7,255 | $686K |
| W Advisors, LLC | 0.31% | Add +6.0% | 7,194 | $680K |
| Spectrum Planning & Advisory Services Inc. | 0.30% | Add +3.7% | 7,091 | $670K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Add +18.1% | 7,029 | $664K |
| Magnolia Private Wealth, LLC | 0.36% | Reduce -8.4% | 7,010 | $663K |
| TFO Wealth Partners, LLC | 0.07% | New | 6,941 | $656K |
| Annandale Capital, LLC | 0.10% | No change | 6,939 | $656K |
| Quartz Partners, LLC | 0.21% | Add +18.7% | 6,923 | $654K |
| Cypress Capital, LLC | 0.18% | Add +5.7% | 6,908 | $653K |
| World Equity Group, Inc. | 0.15% | Add +16.4% | 6,893 | $652K |
| Fiscal Wisdom Wealth Management, LLC | 0.55% | Add +22.1% | 6,894 | $652K |
| Concord Investment Counsel Inc. | 0.18% | Add +9.4% | 6,822 | $645K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -3.9% | 6,722 | $635K |
| Vident Advisory, LLC | 0.00% | Add +43.4% | 6,702 | $633K |
| Aprio Wealth Management, LLC | 0.03% | New | 6,580 | $622K |
| Wealthgarden F.S. LLC | 0.35% | Reduce -22.1% | 6,572 | $621K |
| Successful Portfolios LLC | 0.29% | Add +16.5% | 6,614 | $620K |
| CAP Partners, LLC | 0.30% | Reduce -59.8% | 6,524 | $617K |
| VestGen Investment Management | 0.32% | Add +4.9% | 6,338 | $599K |
| Advisor Resource Council | 0.20% | Add +5.5% | 6,301 | $594K |
| Sound Income Strategies, LLC | 0.03% | Add +25.0% | 6,262 | $592K |
| Churchill Financial Advisors, LLC | 0.11% | Add +52.4% | 6,256 | $591K |
| IVC Wealth Advisors LLC | 0.23% | Add +8.0% | 6,254 | $591K |
| Blue Capital, Inc. | 0.37% | Add +77.6% | 6,223 | $588K |
| River Street Advisors LLC | 0.17% | No change | 6,212 | $587K |
| McCartney Wealth Management LLC | 0.44% | Reduce -0.1% | 6,104 | $577K |
| NBT Bank, N.A. | 0.04% | Reduce -16.6% | 6,097 | $576K |
| Keel Point, LLC | 0.03% | Add +6.0% | 6,033 | $570K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -7.5% | 6,005 | $568K |
| Veltria Advisors Corp. | 1.74% | Add +0.1% | 5,994 | $567K |
| Integrated Wealth Management | 0.60% | Add +8.9% | 5,973 | $565K |
| OMNI 360 Wealth, Inc. | 0.26% | Add +4.8% | 5,941 | $562K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -2.3% | 5,861 | $554K |
| Fourth Dimension Wealth, LLC | 0.17% | Add +3.7% | 5,785 | $547K |
| Lanark Financial, Inc. | 0.04% | Add +3.2% | 5,770 | $545K |
| BridgePort Financial Solutions, LLC | 0.14% | Add +46.0% | 5,745 | $543K |
| Kovack Advisors, Inc. | 0.03% | Add +29.1% | 5,757 | $543K |
| Bell Investment Advisors, Inc | 0.08% | Add +21.7% | 5,734 | $542K |
| EJMK Ventures LLC | 0.25% | Reduce -15.0% | 5,724 | $541K |
| Stash Investments, LLC | 0.17% | New | 5,671 | $536K |
| StoneX Group Inc. | 0.02% | Reduce -6.1% | 5,665 | $535K |
| ONE Advisory Partners, LLC | 0.14% | Add +3.0% | 5,629 | $532K |
| Empirical Asset Management, LLC | 0.12% | Add +8.8% | 5,588 | $528K |
| Pinnacle Family Advisors, LLC | 0.22% | Add +9.0% | 5,531 | $523K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,491 | $519K |
| Main Street Financial Solutions, LLC | 0.03% | Add +120.1% | 5,422 | $513K |
| PFG Advisors | 0.03% | Add +13.0% | 5,419 | $512K |
| 1900 Wealth Management LLC | 0.03% | Add +4.0% | 5,414 | $512K |
| Blalock Williams, LLC | 0.33% | Add +14.0% | 5,321 | $503K |
| Cypress Capital Group | 0.05% | No change | 5,298 | $501K |
| GeoWealth Management, LLC | 0.02% | Add +19.0% | 5,257 | $497K |
| Rialto Wealth Management, LLC | 0.10% | Add +26.9% | 5,198 | $491K |
| Dearborn Partners LLC | 0.03% | Reduce -0.8% | 5,195 | $491K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +1.1% | 5,129 | $485K |
| Claro Advisors Inc. | 0.05% | Add +19.2% | 5,091 | $481K |
| Golden State Wealth Management, LLC | 0.04% | Add +82.1% | 5,063 | $479K |
| Novus Advisors, LLC | 0.98% | Add +0.4% | 4,994 | $472K |
| Moneco Advisors, LLC | 0.03% | Add +14.6% | 4,980 | $471K |
| Colton Groome Financial Advisors, LLC | 0.11% | Reduce -11.6% | 4,965 | $469K |
| XTX Topco Ltd | 0.01% | New | 4,963 | $469K |
| Facet Wealth, Inc. | 0.01% | Reduce -28.3% | 4,955 | $468K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +18.7% | 4,878 | $461K |
| Fortis Capital Advisors, LLC | 0.05% | Reduce -19.5% | 4,868 | $460K |
| First Citizens Asset Management, Inc. | 0.14% | Add +5.7% | 4,802 | $454K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 4,730 | $447K |
| Sage Advisory Services, Ltd.Co. | 0.22% | Add +9.5% | 4,689 | $443K |
| Financial Plan, Inc. | 0.04% | Add +13.7% | 4,649 | $439K |
| Calton & Associates, Inc. | 0.06% | Reduce -12.9% | 4,628 | $437K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.0% | 4,547 | $430K |
| Fiduciary Financial Advisors | 0.04% | New | 4,508 | $426K |
| Legacy Capital Group California, Inc. | 0.13% | Reduce -1.9% | 4,498 | $425K |
| Gilliland Jeter Wealth Management LLC | 0.11% | Add +44.3% | 4,493 | $425K |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.4% | 4,452 | $421K |
| Central Bank & Trust Co. | 0.06% | Add +2.1% | 4,408 | $417K |
| KPP Advisory Services LLC | 0.05% | Add +18.4% | 4,357 | $412K |
| Heritage Oak Wealth Advisors LLC | 0.12% | Add +2.5% | 4,343 | $411K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -12.9% | 4,295 | $406K |
| Talisman Wealth Advisors LLC | 0.30% | New | 4,294 | $406K |
| First Horizon Corp. | 0.02% | Add +28506.7% | 4,291 | $406K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.1% | 4,269 | $404K |
| Stonebridge Financial Group, LLC | 0.06% | — | 4,228 | $399K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.3% | 4,214 | $398K |
| Western Financial Corp | 0.11% | Add +7.6% | 4,150 | $392K |
| RCW Management, LLC | 0.35% | Add +6.9% | 4,117 | $389K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -17.1% | 4,077 | $385K |
| Rede Wealth, LLC | 0.13% | Add +11.2% | 4,031 | $381K |
| FWG Investments, LLC. | 0.20% | Add +19.9% | 4,018 | $380K |
| Arlington Trust Co LLC | 0.03% | Add +10.3% | 4,015 | $379K |
| Stewardship Advisors, LLC | 0.08% | Add +5.0% | 4,001 | $378K |
| LGT Financial Advisors LLC | 1.98% | Reduce -7.3% | 3,969 | $375K |
| Friedenthal Financial | 0.17% | Add +0.1% | 3,929 | $371K |
| Apella Capital, LLC | 0.01% | Add +4.4% | 3,914 | $367K |
| Financial Enhancement Group LLC | 0.04% | Reduce -2.3% | 3,861 | $365K |
| Northland Securities, Inc. | 0.21% | Add +26.4% | 3,861 | $365K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -62.7% | 3,838 | $363K |
| Delta Wealth Advisors LLC | 0.26% | Reduce -31.0% | 3,822 | $361K |
| Oarsman Capital, Inc. | 0.04% | Reduce -23.5% | 3,817 | $361K |
| Synergy Investment Management, LLC | 0.09% | Reduce -0.8% | 3,758 | $355K |
| Precision Wealth Strategies, LLC | 0.11% | Reduce -1.6% | 3,727 | $352K |
| Archer Investment Management, LLC | 0.12% | Reduce -37.3% | 3,715 | $351K |
| Windward Private Wealth Management Inc. | 0.11% | Add +11.8% | 3,684 | $348K |
| Petix & Botte Co | 0.07% | Add +474.0% | 3,668 | $347K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -19.7% | 3,658 | $346K |
| Raleigh Capital Management Inc. | 0.11% | Add +45.1% | 3,619 | $342K |
| Vantage Point Financial LLC | 0.10% | Reduce -34.1% | 3,593 | $340K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | Reduce -0.1% | 3,584 | $339K |
| City State Bank | 0.08% | Add +2.1% | 3,580 | $338K |
| Victory Financial Group, LLC | 0.04% | Reduce -0.2% | 3,560 | $337K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,551 | $336K |
| Fiduciary Alliance LLC | 0.02% | Reduce -9.7% | 3,532 | $334K |
| Aviance Capital Partners, LLC | 0.03% | No change | 3,523 | $333K |
| Raffa Wealth Management, LLC | 0.04% | No change | 3,519 | $333K |
| Madison Asset Management, LLC | 0.00% | No change | 3,519 | $333K |
| Magnolia Capital Advisors LLC | 0.06% | No change | 3,501 | $331K |
| Monetary Management Group Inc. | 0.07% | Reduce -22.2% | 3,500 | $331K |
| Fairvoy Private Wealth, LLC | 0.07% | Add +57.8% | 3,478 | $329K |
| Fulcrum Equity Management | 0.27% | Add +12.4% | 3,471 | $328K |
| Greenwood Gearhart LLC | 0.02% | New | 3,459 | $327K |
| Comprehensive Money Management Services LLC | 0.21% | Reduce -7.1% | 3,450 | $326K |
| Hillsdale Investment Management Inc. | 0.01% | No change | 3,430 | $324K |
| Protective Life Corp. | 2.31% | No change | 3,415 | $323K |
| Avantra Family Wealth, Inc. | 0.21% | Add +1.7% | 3,415 | $323K |
| Ground Swell Capital, LLC | 0.35% | New | 3,400 | $321K |
| Midwest Financial Network, LLC | 0.22% | New | 3,398 | $321K |
| Rehmann Capital Advisory Group | 0.01% | Add +1.9% | 3,391 | $321K |
| Lynx Investment Advisory | 0.10% | Add +13.4% | 3,352 | $317K |
| Eagle Global Advisors LLC | 0.01% | Add +21.7% | 3,337 | $315K |
| Elevated Capital Advisors, LLC | 0.09% | Add +9.2% | 3,321 | $314K |
| Oxinas Partners, LLC | 0.12% | Add +27.1% | 3,318 | $314K |
| GWN Securities Inc. | 0.05% | Add +5.8% | 3,317 | $314K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | Add +2.2% | 3,288 | $311K |
| Lockerman Financial Group, Inc. | 0.47% | Add +28.7% | 3,258 | $308K |
| Flagstar Securities, Inc. | 0.09% | Add +2.3% | 3,196 | $302K |
| GTS Securities LLC | 0.01% | Reduce -36.7% | 3,164 | $299K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -9.1% | 3,163 | $299K |
| Sharper & Granite LLC | 0.09% | Reduce -0.2% | 3,155 | $298K |
| Lloyd Advisory Services, LLC. | 0.12% | Add +16.7% | 3,151 | $298K |
| Ifrah Financial Services, Inc. | 0.07% | Reduce -3.5% | 3,140 | $297K |
| Cassady Wealth & Retirement Planning, LLC | 0.14% | Reduce -0.2% | 3,113 | $294K |
| Tidemark, LLC | 0.06% | Reduce -10.9% | 3,026 | $286K |
| Warner Group LLC | 0.07% | New | 3,006 | $284K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +16.0% | 2,999 | $283K |
| Market Street Wealth Management Advisors LLC | 0.04% | Add +4.0% | 2,981 | $282K |
| Tactive Advisors, LLC | 0.07% | Reduce -28.8% | 2,978 | $281K |
| Clearwave Capital, LLC | 0.15% | Reduce -30.3% | 2,975 | $281K |
| Clark Asset Management, LLC | 0.02% | Add +9.9% | 2,973 | $281K |
| Nordwand Advisors, LLC | 0.04% | Reduce -6.9% | 2,955 | $279K |
| Joule Financial, LLC | 0.08% | Reduce -29.7% | 2,944 | $278K |
| Ballast Rock Private Wealth LLC | 0.13% | No change | 2,940 | $278K |
| OneAscent Financial Services LLC | 0.01% | Add +0.4% | 2,936 | $278K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.2% | 2,882 | $272K |
| Petra Financial Advisors Inc. | 0.13% | New | 2,870 | $271K |
| Founders Financial Securities LLC | 0.01% | Reduce -40.2% | 2,858 | $270K |
| Cidel Asset Management Inc. | 0.01% | No change | 2,850 | $269K |
| Squarepoint Ops LLC | 0.00% | Add +5.1% | 2,843 | $269K |
| Stablepoint Partners, LLC | 0.04% | Add +1.1% | 2,840 | $268K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -1.5% | 2,835 | $268K |
| Bridgewealth Advisory Group, LLC | 0.05% | Add +21.8% | 2,797 | $264K |
| Kingdom Financial Group LLC. | 0.07% | Add +3.3% | 2,788 | $264K |
| Institute for Wealth Management, LLC. | 0.02% | New | 2,759 | $261K |
| Berger Financial Group, Inc | 0.01% | Add +20.9% | 2,758 | $261K |
| Bar Harbor Wealth Management | 0.01% | Reduce -27.1% | 2,747 | $260K |
| Prosperity Consulting Group, LLC | 0.01% | Add +9.4% | 2,744 | $259K |
| PSI Advisors, LLC | 0.06% | Add +15.7% | 2,727 | $258K |
| Spirepoint Private Client, LLC | 0.02% | New | 2,719 | $257K |
| LiftPoint Family Wealth Advisors LLC | 0.17% | Add +13.6% | 2,704 | $256K |
| Annex Advisory Services, LLC | 0.00% | Reduce -79.2% | 2,685 | $254K |
| Lincoln Capital Corp. | 0.08% | No change | 2,673 | $253K |
| Evolution Wealth Management Inc. | 0.15% | Add +2.6% | 2,672 | $253K |
| Regions Financial Corp. | 0.00% | Add +18.0% | 2,672 | $253K |
| Chesley Taft & Associates LLC | 0.01% | Add +1.7% | 2,665 | $252K |
| Argentarii, LLC | 0.08% | Add +3.1% | 2,705 | $252K |
| Graetz Wealth LLC | 0.20% | Add +2.8% | 2,661 | $252K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -15.8% | 2,658 | $251K |
| Orleans Capital Management Corp. | 0.13% | No change | 2,643 | $250K |
| Alta Wealth Advisors LLC | 0.07% | Add +14.1% | 2,642 | $250K |
| Investment Advisory Group, LLC | 0.05% | New | 2,632 | $249K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 2,610 | $247K |
| Asempa Wealth Advisors | 0.19% | Reduce -14.0% | 2,611 | $247K |
| Breakwater Capital Group | 0.03% | Reduce -1.3% | 2,598 | $246K |
| LWM Advisory Services, LLC | 0.44% | New | 2,589 | $245K |
| CV Advisors LLC | 0.05% | New | 2,597 | $245K |
| International Assets Investment Management, LLC | 0.01% | Add +2.7% | 2,598 | $244K |
| Mill Capital Management, LLC | 0.02% | No change | 2,584 | $244K |
| Advisor OS, LLC | 0.02% | Add +0.0% | 2,580 | $244K |
| Elevation Wealth Management LLC | 0.18% | Reduce -12.1% | 2,579 | $244K |
| Caliber Wealth Management, LLC / KS | 0.02% | Add +7.0% | 2,570 | $243K |
| Paces Ferry Wealth Advisors, LLC | 0.09% | Add +7.1% | 2,560 | $242K |
| Stirlingshire Investments, Inc. | 0.18% | Add +2.0% | 2,551 | $241K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +9.8% | 2,542 | $240K |
| Trust Co. of Vermont | 0.01% | — | 2,534 | $240K |
| Eq LLC | 0.06% | Reduce -9.1% | 2,531 | $239K |
| TrueWealth Advisors, LLC | 0.05% | Add +6.0% | 2,528 | $239K |
| Global Financial Private Client, LLC | 0.06% | Reduce -14.3% | 2,518 | $238K |
| Horizon Investments, LLC | 0.00% | Reduce -74.6% | 2,526 | $237K |
| Stephens Inc. | 0.00% | Reduce -60.1% | 2,494 | $236K |
| Bison Wealth, LLC | 0.02% | Reduce -0.4% | 2,473 | $233K |
| Yoffe Investment Management, LLC | 0.27% | No change | 2,458 | $232K |
| Three Bridge Wealth Advisors, LLC | 0.06% | Add +7.6% | 2,441 | $231K |
| Larry Mathis Financial Planning, LLC | 0.17% | Reduce -50.8% | 2,418 | $229K |
| Legacy Wealth Managment, LLC | 0.09% | Add +3492.5% | 2,407 | $227K |
| Syntegra Private Wealth Group, LLC | 0.02% | New | 2,363 | $223K |
| Essex Bank | 0.05% | Reduce -5.0% | 2,354 | $222K |
| Kesler, Norman & Wride, LLC | 0.04% | Add +0.6% | 2,350 | $222K |
| Key Capital Management, INC | 0.11% | Add +118.1% | 2,349 | $222K |
| BIP Wealth, LLC | 0.01% | Add +1.8% | 2,344 | $222K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 2,325 | $220K |
| Zacks Investment Management | 0.00% | Add +7.2% | 2,286 | $216K |
| Smithbridge Asset Management Inc. | 0.03% | Reduce -23.9% | 2,282 | $216K |
| Sunflower Bank, N.A. | 0.05% | New | 2,281 | $216K |
| Capital Advisor Network LLC | 0.27% | Add +10.1% | 2,276 | $215K |
| Citizens Financial Group Inc. | 0.00% | New | 2,274 | $215K |
| Independent Wealth Network Inc. | 0.05% | Add +4.5% | 2,267 | $214K |
| J.E. Simmons & Co., P.C. | 0.12% | New | 2,257 | $213K |
| Advisors Capital Management, LLC | 0.00% | New | 2,245 | $212K |
| Lake Street Private Wealth, LLC | 0.02% | Add +0.7% | 2,245 | $212K |
| Novem Group | 0.02% | Reduce -3.1% | 2,245 | $212K |
| Avior Wealth Management, LLC | 0.01% | Reduce -10.6% | 2,199 | $208K |
| Noble Wealth Partners LLC | 0.18% | — | 2,199 | $208K |
| Kelly Financial Group LLC | 0.05% | Add +1.3% | 2,185 | $207K |
| First PREMIER Bank | 0.03% | Add +2.4% | 2,171 | $205K |
| HUB Investment Partners, LLC | 0.00% | Reduce -39.4% | 2,163 | $204K |
| Centennial Advisors, LLC | 0.24% | New | 2,148 | $203K |
| Intellectus Partners, LLC | 0.04% | No change | 2,134 | $202K |
| Crews Bank & Trust | 0.03% | New | 2,100 | $198K |
| Clearstead Advisors, LLC | 0.00% | Add +7.4% | 1,966 | $186K |
| Rice Partnership, LLC | 0.02% | No change | 1,950 | $184K |
| Deutsche Bank AG | 0.00% | No change | 1,906 | $180K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.1% | 1,887 | $179K |
| Caldwell Trust Co | 0.01% | No change | 1,698 | $160K |
| Fairscale Capital, LLC | 0.09% | No change | 1,628 | $154K |
| Gables Capital Management Inc. | 0.06% | No change | 1,627 | $154K |
| New Republic Capital, LLC | 0.03% | Add +8.1% | 1,497 | $142K |
| Ascentis Independent Advisors | 0.38% | Reduce -94.8% | 1,486 | $140K |
| WPG Advisers, LLC | 0.08% | Add +2.6% | 1,377 | $130K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -0.5% | 1,342 | $127K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,236 | $117K |
| Acropolis Investment Management, LLC | 0.00% | Reduce -59.3% | 1,230 | $116K |
| Crewe Advisors LLC | 0.01% | Add +1.0% | 1,186 | $112K |
| Colonial Trust Co / SC | 0.01% | Reduce -14.9% | 1,156 | $109K |
| Independence Bank of Kentucky | 0.01% | Reduce -6.6% | 1,131 | $107K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -77.3% | 1,088 | $103K |
| Provident Wealth Management, LLC | 0.03% | New | 1,038 | $98K |
| Islay Capital Management, LLC | 0.04% | New | 1,004 | $95K |
| Signature Equity Partners, LLC | 0.04% | Add +64.8% | 926 | $88K |
| Richardson Financial Services Inc. | 0.05% | Add +1.6% | 920 | $87K |
| Simplex Trading, LLC | 0.00% | New | 914 | $86K |
| Oakworth Capital, Inc. | 0.00% | No change | 895 | $84K |
| Evolution Advisers, Inc. | 0.03% | New | 849 | $80K |
| BankChampaign, National Association | 0.06% | No change | 830 | $78K |
| Larson Financial Group LLC | 0.00% | Reduce -3.6% | 828 | $78K |
| AlphaCore Capital LLC | 0.00% | Reduce -9.2% | 807 | $76K |
| Tompkins Financial Corp. | 0.01% | No change | 795 | $75K |
| LifeSteps Financial, Inc. | 0.03% | New | 783 | $74K |
| YANKCOM Partnership | 0.03% | No change | 761 | $72K |
| Tucker Asset Management LLC | 0.02% | No change | 717 | $68K |
| Realta Investment Advisors | 0.02% | Reduce -2.9% | 706 | $67K |
| Ameriflex Group, Inc. | 0.03% | Add +0.9% | 698 | $66K |
| Signaturefd, LLC | 0.00% | Reduce -53.0% | 680 | $64K |
| Strengthening Families & Communities, LLC | 0.01% | Add +1.1% | 666 | $63K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +21.3% | 621 | $59K |
| Park Place Capital Corp | 0.01% | Reduce -10.9% | 607 | $57K |
| Whittier Trust Co. | 0.00% | Add +40.5% | 607 | $57K |
| Silver Grove Financial Group, Inc. | 0.03% | Add +15.1% | 604 | $57K |
| Wagner Wealth Management, LLC | 0.01% | New | 601 | $57K |
| Lavaca Capital LLC | 0.01% | Add +28.3% | 598 | $57K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +2.1% | 586 | $55K |
| Delos Wealth Advisors, LLC | 0.03% | Add +55.8% | 575 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 549 | $52K |
| Covestor Ltd | 0.03% | Add +10.6% | 489 | $46K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 433 | $41K |
| SHP Wealth Management | 0.00% | Add +60.8% | 431 | $41K |
| Howe & Rusling Inc. | 0.00% | Reduce -21.1% | 415 | $39K |
| Rogco, LP | 0.01% | New | 405 | $38K |
| Beacon Financial Strategies CORP | 0.02% | New | 398 | $38K |
| Thompson Investment Management, Inc. | 0.00% | No change | 395 | $37K |
| Rothschild Investment LLC | 0.00% | Reduce -2.2% | 393 | $37K |
| New England Asset Management Inc. | 0.00% | Reduce -93.8% | 384 | $36K |
| Westfuller Advisors, LLC | 0.01% | No change | 383 | $36K |
| Triumph Capital Management | 0.01% | No change | 383 | $36K |
| Beutel, Goodman & Co Ltd. | 0.00% | Add +40.7% | 380 | $35K |
| Nemes Rush Group LLC | 0.00% | Add +0.6% | 364 | $34K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 358 | $34K |
| Aventura Private Wealth, LLC | 0.01% | No change | 354 | $33K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 350 | $33K |
| Godfrey Financial Associates, Inc. | 0.02% | Add +3.1% | 332 | $31K |
| Tsfg, LLC | 0.00% | No change | 331 | $31K |
| LRI Investments, LLC | 0.00% | No change | 320 | $30K |
| HM Payson & Co. | 0.00% | No change | 310 | $29K |
| Addison Advisors LLC | 0.01% | New | 299 | $28K |
| Archer Investment Corp | 0.01% | Add +58.3% | 296 | $28K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 294 | $28K |
| ESL Trust Services, LLC | 0.00% | No change | 293 | $28K |
| Montgomery Financial Services LLC | 0.02% | — | 285 | $27K |
| REAP Financial Group, LLC | 0.00% | Add +0.4% | 269 | $25K |
| MCF Advisors LLC | 0.00% | Add +17.2% | 266 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 252 | $24K |
| First Bancorp, Inc | 0.01% | New | 250 | $24K |
| Westside Investment Management, Inc. | 0.00% | No change | 246 | $23K |
| Kings Path Partners LLC | 0.01% | New | 242 | $23K |
| Oakmont Advisory Group, LLC | 0.02% | New | 242 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -4.2% | 227 | $21K |
| Boreal Capital Management LLC | 0.02% | New | 216 | $20K |
| Eastern Bank | 0.00% | Reduce -35.6% | 215 | $20K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 212 | $20K |
| Hantz Financial Services, Inc. | 0.00% | Add +20.8% | 215 | $20K |
| Advocate Investing Services LLC | 0.01% | Add +35.8% | 205 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 195 | $18K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 194 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 188 | $18K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 190 | $18K |
| Compass Financial Management LLC | 0.00% | — | 187 | $18K |
| Biltmore Family Office, LLC | 0.00% | Add +933.3% | 186 | $18K |
| Gilpin Wealth Management, LLC | 0.01% | Add +3.0% | 174 | $16K |
| Bravera Wealth | 0.01% | Reduce -68.8% | 170 | $16K |
| CENTRAL TRUST Co | 0.00% | Add +82.4% | 166 | $16K |
| WestEnd Advisors, LLC | 0.00% | No change | 164 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 163 | $15K |
| Southern Michigan Bank & Trust | 0.01% | No change | 156 | $15K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 137 | $13K |
| Highline Wealth Partners LLC | 0.00% | No change | 134 | $13K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 131 | $12K |
| Hughes Financial Services, LLC | 0.00% | No change | 130 | $12K |
| Hilton Head Capital Partners, LLC | 0.01% | Reduce -35.6% | 121 | $11K |
| Breakwater Investment Management | 0.00% | No change | 119 | $11K |
| Harborfront Financial Group LLC | 0.04% | — | 118 | $11K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Reduce -93.4% | 114 | $11K |
| Asset Dedication, LLC | 0.00% | No change | 109 | $10K |
| Concord Wealth Partners | 0.00% | New | 107 | $10K |
| Phillips Financial Management, LLC | 0.00% | No change | 102 | $10K |
| TOP Private Wealth LLC. | 0.01% | — | 100 | $9K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | New | 100 | $9K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $9K |
| Abound Wealth Management | 0.00% | No change | 99 | $9K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 96 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 92 | $9K |
| CDKV Holdings LLC | 0.01% | No change | 90 | $9K |
| United Financial Planning Group LLC | 0.00% | Reduce -7.4% | 88 | $8K |
| Networth Advisors, LLC | 0.00% | Add +27.4% | 79 | $7K |
| SYM FINANCIAL Corp | 0.00% | Add +175.0% | 77 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 69 | $7K |
| NFSG Corp | 0.00% | Add +7.8% | 69 | $7K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 67 | $6K |
| Kroeger Financial Partners | 0.01% | — | 61 | $6K |
| Axiom Investment Management LLC | 0.00% | No change | 60 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 60 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 60 | $6K |
| EPG Wealth Management LLC | 0.00% | Add +1.7% | 60 | $6K |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 58 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +7.4% | 58 | $5K |
| Financial Gravity Companies, Inc. | 0.00% | — | 58 | $5K |
| Bfsg, LLC | 0.00% | No change | 55 | $5K |
| Chilton Capital Management LLC | 0.00% | No change | 48 | $5K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 46 | $4K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 41 | $4K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -62.6% | 40 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 40 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -18.8% | 39 | $4K |
| Copia Wealth Management | 0.00% | No change | 36 | $3K |
| USA Financial Formulas | 0.00% | — | 35 | $3K |
| Chesapeake Asset Management LLC | 0.00% | No change | 34 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 33 | $3K |
| Olistico Wealth, LLC | 0.00% | No change | 33 | $3K |
| Birchwood Financial Partners, Inc. | 0.00% | Reduce -83.3% | 31 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +180.0% | 28 | $3K |
| Lodestone Wealth Management LLC | 0.00% | No change | 25 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 24 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 24 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -97.3% | 23 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 23 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -98.9% | 16 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 20 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 20 | $2K |
| FWL Investment Management, LLC | 0.00% | Add +72.7% | 19 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 17 | $2K |
| CrossGen Wealth, LLC | 0.00% | New | 14 | $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 |
| Horizon Financial Services, LLC | 0.00% | New | 11 | $1K |
| Operose Advisors LLC | 0.00% | No change | 11 | $1K |
| Hanson & Doremus Investment Management | 0.00% | No change | 13 | $1K |
| RMG Wealth Management LLC | 0.00% | New | 6 | $559 |
| PFS Partners, LLC | 0.00% | No change | 5 | $473 |
| Gill Capital Partners, LLC | 0.00% | No change | 5 | $473 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $473 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 4 | $379 |
| Hoese & Co LLP | 0.00% | New | 4 | $378 |
| Cheviot Value Management, LLC | 0.00% | No change | 3 | $284 |
| Imprint Wealth LLC | 0.00% | No change | 1 | $95 |
| Luminist Capital LLC | 0.00% | New | 1 | $95 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $95 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 1 | $95 |
| Burk Holdings LLC | 0.00% | Reduce -98.7% | 1 | $58 |
| Kozak & Associates, Inc. | 0.00% | No change | 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.