PIMCO Enhanced Short MaturitMINTETF
13F holders, Q2 2026 (June 30)764holders +20
73new positions
51sold out
3famous investors
$100.79avg. 13F price*
At the end of Q2 2026, 764 institutions reported holding PIMCO Enhanced Short Maturit (MINT) in their 13F filings, up 20 from Q1 2026. 73 opened new positions and 51 sold out. The largest holders were JPMorgan Chase & Co. ($3.2B), Assetmark, Inc. ($1.0B) and Morgan Stanley ($933.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- PIMCO Enhanced Short Maturit
- CUSIP
- 72201R833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $85.5M |
| Exits | 51 | $112.5M |
All 13F filers, Q1 2026 → Q2 2026: 9,396,096 shares bought and 8,016,856 shares sold, net +1,379,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 764 holders
| JPMorgan Chase & Co. | 0.19% | Reduce -2.4% | 32,029,913 | $3.2B |
| Assetmark, Inc. | 1.80% | Add +7.7% | 10,403,312 | $1.0B |
| Morgan Stanley | 0.05% | Add +2.3% | 9,255,763 | $933.1M |
| Wells Fargo & Company | 0.09% | Reduce -11.3% | 5,074,632 | $511.6M |
| LPL Financial LLC | 0.11% | Add +14.1% | 4,955,306 | $499.5M |
| UBS Group AG | 0.05% | Add +3.2% | 3,356,371 | $338.4M |
| Bank of America Corp. | 0.01% | Add +18.1% | 2,308,137 | $232.7M |
| Focus Partners Wealth | 0.14% | Reduce -16.6% | 1,367,299 | $137.8M |
| Royal Bank of Canada | 0.02% | Reduce -6.3% | 1,202,526 | $121.2M |
| AE Wealth Management LLC | 0.54% | Add +13.7% | 1,141,965 | $115.1M |
| Allianz Asset Management GmbH | 0.10% | Add +146.6% | 1,085,435 | $109.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -10.5% | 1,033,711 | $104.2M |
| Bramshill Investments, LLC | 7.75% | Add +10.3% | 1,005,246 | $101.3M |
| Raymond James Financial Inc. | 0.02% | Add +29.7% | 886,530 | $89.4M |
| Stifel Financial Corp. | 0.07% | Add +7.1% | 858,957 | $86.6M |
| Keybank National Association | 0.27% | Add +5.8% | 800,438 | $80.7M |
| Krilogy Financial LLC | 2.34% | Add +42.5% | 783,175 | $79.0M |
| NewEdge Advisors, LLC | 0.23% | Add +34.7% | 775,541 | $78.2M |
| Mariner, LLC | 0.08% | Reduce -43.8% | 734,908 | $74.1M |
| Proficio Capital Partners LLC | 2.62% | Reduce -14.9% | 722,776 | $72.9M |
| Osaic Holdings, Inc. | 0.08% | Add +24.9% | 658,745 | $66.4M |
| Private Advisor Group, LLC | 0.28% | Add +103.7% | 599,952 | $60.5M |
| HighTower Advisors, LLC | 0.06% | Add +31.9% | 586,937 | $59.2M |
| Advisor OS, LLC | 3.81% | Reduce -0.6% | 565,803 | $57.0M |
| MJP Associates Inc. | 6.20% | Reduce -1.0% | 561,867 | $56.6M |
| Commonwealth Equity Services, LLC | 0.07% | Add +13.6% | 547,862 | $55.2M |
| Atria Investments, Inc | 0.49% | Reduce -42.8% | 488,205 | $49.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +12.4% | 484,916 | $48.9M |
| Truist Financial Corp. | 0.06% | Reduce -1.8% | 462,191 | $46.6M |
| Modern Wealth Management, LLC | 0.55% | Add +1226.1% | 456,112 | $46.0M |
| Gainplan LLC | 17.92% | Reduce -13.6% | 451,186 | $45.5M |
| MML Investors Services, LLC | 0.09% | Add +47.6% | 440,001 | $44.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.46% | Add +14.4% | 392,414 | $39.6M |
| Family Manage LLC | 4.12% | Reduce -12.9% | 389,155 | $39.2M |
| Mutual Advisors, LLC | 0.73% | Add +2218.5% | 381,442 | $38.5M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -57.8% | 380,583 | $38.4M |
| Destination Wealth Management | 0.83% | Add +6.1% | 352,916 | $35.6M |
| Waverly Advisors, LLC | 0.21% | Add +34.8% | 350,743 | $35.4M |
| Retirement Income Solutions, Inc. | 6.01% | Reduce -0.1% | 346,949 | $34.9M |
| Creative Planning | 0.02% | Add +30.0% | 333,191 | $33.6M |
| Cetera Investment Advisers | 0.03% | Reduce -35.0% | 318,014 | $32.1M |
| Merit Financial Group, LLC | 0.19% | Add +476.7% | 302,746 | $30.5M |
| Mason Investment Advisory Services, Inc. | 1.06% | Reduce -0.9% | 275,603 | $27.8M |
| HB Wealth Management, LLC | 0.15% | Reduce -12.0% | 268,951 | $27.1M |
| WealthPlan Investment Management, LLC | 1.31% | Add +435.7% | 260,708 | $26.3M |
| TD Capital Management LLC | 2.10% | Add +2.3% | 254,494 | $25.7M |
| Waterway Wealth Management, LLC | 5.10% | New | 247,582 | $25.0M |
| Citigroup Inc. | 0.01% | Add +20.7% | 232,371 | $23.4M |
| Harbour Investments, Inc. | 0.30% | Add +2.9% | 223,597 | $22.5M |
| Phil A. Younker & Associates, Ltd. | 15.06% | Add +13.1% | 221,702 | $22.3M |
| Roehl & Yi Investment Advisors, LLC | 7.30% | Reduce -0.3% | 219,921 | $22.2M |
| Compound Planning, Inc. | 0.57% | Add +129.3% | 214,644 | $21.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1091.4% | 212,659 | $21.4M |
| Captrust Financial Advisors | 0.03% | Add +156.3% | 211,497 | $21.3M |
| Kwmg, LLC | 1.53% | Add +5.3% | 209,503 | $21.1M |
| Arax Advisory Partners | 0.13% | Add +182.9% | 201,520 | $20.3M |
| Cornerstone Wealth Management, LLC | 0.86% | Add +8.0% | 198,858 | $20.0M |
| Providence First Trust Co | 5.31% | Add +0.4% | 188,307 | $19.0M |
| Visionary Wealth Advisors | 0.72% | Add +3.5% | 182,111 | $18.4M |
| Arkadios Wealth Advisors | 0.28% | Reduce -11.9% | 179,817 | $18.1M |
| Novem Group | 1.80% | Reduce -36.5% | 176,273 | $17.8M |
| Thrivent Financial for Lutherans | 0.03% | Add +15.2% | 173,128 | $17.5M |
| Jones Financial Companies LLLP | 0.01% | Add +18.0% | 171,110 | $17.2M |
| Williams Financial, LLC | 8.80% | Add +7.1% | 168,887 | $17.0M |
| Brick & Kyle, Associates | 5.57% | No change | 167,922 | $16.9M |
| Clearstead Advisors, LLC | 0.16% | Reduce -42.3% | 165,539 | $16.7M |
| First Heartland Consultants, Inc. | 1.06% | Reduce -4.2% | 163,225 | $16.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +11.6% | 163,013 | $16.4M |
| Addison Capital Co | 2.64% | Add +3.4% | 159,920 | $16.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +26.2% | 157,819 | $15.9M |
| Mission Hills Financial Advisory, LLC | 6.97% | Reduce -9.3% | 157,490 | $15.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -16.8% | 155,034 | $15.6M |
| Brookstone Capital Management | 0.15% | Reduce -54.4% | 151,771 | $15.3M |
| Ameritas Advisory Services, LLC | 0.31% | Add +55.0% | 151,361 | $15.3M |
| Roof Eidam Maycock Peralta, LLC | 2.97% | Add +1.7% | 149,639 | $15.1M |
| Cottage Street Advisors LLC | 5.71% | Add +10.7% | 146,584 | $14.8M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -3.4% | 143,974 | $14.5M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +21.4% | 143,821 | $14.5M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +10.1% | 141,824 | $14.3M |
| OneDigital Investment Advisors LLC | 0.12% | Add +289.9% | 140,325 | $14.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +65.1% | 139,776 | $14.1M |
| Cerity Partners LLC | 0.02% | Reduce -6.4% | 138,021 | $13.9M |
| Naples Global Advisors, LLC | 0.85% | Add +14.2% | 137,306 | $13.8M |
| Delta Investment Management, LLC | 2.22% | Reduce -21.6% | 133,775 | $13.5M |
| MinichMacGregor Wealth Management, LLC | 2.04% | Add +7.2% | 133,539 | $13.5M |
| Brown Advisory Inc. | 0.02% | Reduce -17.4% | 131,936 | $13.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +9.7% | 131,237 | $13.2M |
| Fifth Third Bancorp | 0.02% | Reduce -1.6% | 130,964 | $13.2M |
| Stokes Capital Advisors, LLC | 2.78% | Reduce -21.2% | 128,565 | $13.0M |
| Essex Financial Services, Inc. | 0.64% | Reduce -1.0% | 128,162 | $12.9M |
| CacheTech Inc. | 2.03% | Add +15.8% | 124,173 | $12.5M |
| Atlantic Edge Private Wealth Management, LLC | 2.53% | Reduce -47.8% | 122,282 | $12.3M |
| Capital Investment Advisory Services, LLC | 0.76% | Add +30.2% | 121,516 | $12.3M |
| Vance Wealth, LLC | 2.72% | Add +4713.5% | 119,567 | $12.1M |
| Mgo One Seven LLC | 0.20% | Add +87.9% | 119,267 | $12.0M |
| Flputnam Investment Management Co. | 0.14% | New | 118,966 | $12.0M |
| Buck Wealth Strategies, LLC | 1.24% | Reduce -0.9% | 117,164 | $11.8M |
| Elite Financial, Inc. | 4.69% | Add +1.6% | 115,122 | $11.6M |
| Cahill Financial Advisors Inc. | 1.10% | Add +4.0% | 113,585 | $11.5M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +87.9% | 113,492 | $11.4M |
| National Bank of Canada | 0.01% | Reduce -66.9% | 109,128 | $11.0M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +7.2% | 107,489 | $10.8M |
| Evergreen Capital Management LLC | 0.19% | Add +1.4% | 107,362 | $10.8M |
| Resolute Wealth Strategies, LLC | 4.19% | Add +16.6% | 107,317 | $10.8M |
| Hutchens & Kramer Investment Management Group, LLC | 2.89% | Add +327.6% | 107,009 | $10.8M |
| NavPoint Financial, Inc. | 3.97% | Reduce -1.8% | 106,235 | $10.7M |
| Aviance Capital Partners, LLC | 1.11% | Add +24.7% | 105,748 | $10.7M |
| Afg Fiduciary Services Limited Partnership | 7.97% | Add +3.6% | 100,653 | $10.1M |
| Pinnacle Financial Group, LLC / IL | 2.44% | Add +10.5% | 99,376 | $10.0M |
| Dynamic Advisor Solutions LLC | 0.28% | Add +8.4% | 97,890 | $9.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.7% | 96,614 | $9.7M |
| Alexis Investment Partners, LLC | 5.66% | Add +13.1% | 96,112 | $9.7M |
| VestGen Advisors, LLC | 0.28% | Reduce -9.9% | 95,781 | $9.7M |
| Koenig Investment Advisory, LLC | 7.47% | Add +4.7% | 95,328 | $9.6M |
| Aprio Wealth Management, LLC | 0.46% | Add +3.7% | 91,671 | $9.2M |
| Palumbo Wealth Management LLC | 1.93% | Add +53.5% | 91,663 | $9.2M |
| MAI Capital Management | 0.03% | Reduce -2.5% | 90,644 | $9.1M |
| Center For Asset Management LLC | 4.01% | Add +4.6% | 89,582 | $9.0M |
| IFP Advisors, Inc | 0.16% | Add +6.9% | 88,730 | $8.9M |
| PMG Wealth Management, Inc. | 5.53% | Add +6.7% | 88,999 | $8.9M |
| Ausdal Financial Partners, Inc. | 0.34% | Reduce -18.7% | 85,995 | $8.7M |
| Equitable Holdings, Inc. | 0.05% | Reduce -2.6% | 83,748 | $8.4M |
| Gladstone Institutional Advisory LLC | 0.26% | Reduce -0.5% | 82,576 | $8.3M |
| YHB Investment Advisors, Inc. | 0.53% | Add +4.6% | 82,205 | $8.3M |
| WestHill Financial Advisors, Inc. | 1.41% | Add +2.9% | 81,971 | $8.3M |
| Sittner & Nelson, LLC | 2.58% | Reduce -8.3% | 81,262 | $8.2M |
| Howland Capital Management LLC | 0.29% | Reduce -8.3% | 80,442 | $8.1M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +23.1% | 79,719 | $8.0M |
| Moneco Advisors, LLC | 0.49% | Add +209.3% | 79,210 | $8.0M |
| Independent Solutions Wealth Management, LLC | 1.03% | Reduce -3.7% | 78,214 | $7.9M |
| Mission Financial Group, LLC | 6.54% | — | 78,211 | $7.9M |
| Heirloom Wealth Management | 1.13% | Add +0.4% | 77,209 | $7.8M |
| Spectrum Planning & Advisory Services Inc. | 3.46% | Add +29.6% | 76,633 | $7.7M |
| WBH Advisory Inc. | 0.50% | New | 74,295 | $7.5M |
| Ogorek Anthony Joseph /NY/ | 1.85% | Add +0.2% | 73,805 | $7.4M |
| Avion Wealth | 1.35% | Reduce -9.2% | 71,928 | $7.3M |
| Geneos Wealth Management Inc. | 0.15% | Add +11.5% | 71,556 | $7.2M |
| GatePass Capital, LLC | 2.78% | Reduce -3.3% | 70,893 | $7.1M |
| Trek Financial, LLC | 0.35% | Add +0.8% | 70,193 | $7.1M |
| Cibc World Market Inc. | 0.01% | Reduce -11.3% | 69,895 | $7.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +30.3% | 69,234 | $7.0M |
| Maimon Wealth Management LTD. | 5.38% | Add +3.6% | 69,220 | $7.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1.7% | 67,896 | $6.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +23.4% | 67,844 | $6.8M |
| Planned Solutions, Inc. | 1.97% | Reduce -1.1% | 67,790 | $6.8M |
| Independent Financial Group, LLC | 0.13% | Add +33.7% | 67,112 | $6.8M |
| Beacon Investment Advisory Services, Inc. | 0.25% | Reduce -5.6% | 67,058 | $6.8M |
| Oceanside Advisors LLC | 3.36% | Add +7.3% | 66,004 | $6.7M |
| Alexander Labrunerie & Co., Inc. | 2.35% | Reduce -0.8% | 65,869 | $6.6M |
| Scotia Capital Inc. | 0.02% | Reduce -3.4% | 65,410 | $6.6M |
| HUB Investment Partners, LLC | 0.12% | Add +359.9% | 64,804 | $6.5M |
| Integrity Alliance, Llc. | 0.20% | Add +13.3% | 64,340 | $6.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +19.7% | 63,951 | $6.4M |
| Channel Wealth LLC | 1.44% | Reduce -11.5% | 63,749 | $6.4M |
| Flagship Private Wealth, LLC | 2.27% | Add +4.9% | 63,698 | $6.4M |
| Procyon Advisors, LLC | 0.28% | Add +2.8% | 63,455 | $6.4M |
| Wedbush Securities Inc. | 0.16% | Add +2.4% | 63,298 | $6.4M |
| Stephens Inc. | 0.07% | Add +73.5% | 62,648 | $6.3M |
| WCG Wealth Advisors LLC | 0.15% | Add +0.7% | 62,545 | $6.3M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -25.0% | 62,449 | $6.3M |
| PFW Advisors LLC | 1.83% | Add +1.9% | 62,249 | $6.3M |
| Main Street Financial Solutions, LLC | 0.40% | Add +43.5% | 61,816 | $6.2M |
| Sigma Planning Corp | 0.16% | Add +12.5% | 61,802 | $6.2M |
| &partners | 0.03% | Reduce -24.4% | 59,979 | $6.1M |
| Sentinel Pension Advisors, LLC | 0.80% | Add +10.7% | 60,348 | $6.1M |
| BHK Investment Advisors, LLC | 1.79% | Reduce -5.5% | 59,582 | $6.0M |
| Hardworking Capital Advisors, LLC | 4.86% | Reduce -2.3% | 58,977 | $5.9M |
| Halbert Hargrove Global Advisors, LLC | 0.26% | Add +30.0% | 58,956 | $5.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -52.5% | 58,027 | $5.8M |
| Capital Advisors Wealth Management, LLC | 0.68% | Add +7.4% | 57,744 | $5.8M |
| Uncommon Cents Investing LLC | 1.26% | Add +0.6% | 57,585 | $5.8M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -7.7% | 57,384 | $5.8M |
| Kathmere Capital Management, LLC | 0.30% | Reduce 0.0% | 56,126 | $5.7M |
| Smith Thornton Advisors LLC | 2.49% | Add +8.5% | 56,181 | $5.6M |
| Stone Wealth Partners | 4.11% | Add +8.8% | 55,778 | $5.6M |
| Gateway Wealth Partners, LLC | 0.33% | Add +10.0% | 55,380 | $5.6M |
| Aegis Wealth Management, Inc. | 3.58% | Add +6.4% | 55,032 | $5.5M |
| Hershey Financial Advisers, LLC | 3.97% | New | 54,823 | $5.5M |
| Johnson Financial Group, LLC | 0.30% | Reduce -40.0% | 54,674 | $5.5M |
| Whittier Trust Co. | 0.05% | Reduce -2.4% | 53,186 | $5.3M |
| TFR Capital, LLC. | 1.49% | Reduce -9.5% | 52,526 | $5.3M |
| Capital Management Associates, Inc | 1.06% | Add +2.1% | 52,501 | $5.3M |
| Joel Adams & Associates, Inc. | 3.39% | Add +5.6% | 52,430 | $5.3M |
| Strategic Investment Advisors / MI | 0.32% | Reduce -2.9% | 52,344 | $5.3M |
| Global Retirement Partners, LLC | 0.08% | — | 51,903 | $5.2M |
| Bank of Montreal | 0.00% | Reduce -79.6% | 51,867 | $5.2M |
| Jmac Enterprises LLC | 0.88% | Reduce -19.7% | 51,851 | $5.2M |
| World Investment Advisors | 0.08% | Reduce -3.0% | 50,650 | $5.1M |
| Advocacy Wealth Management, LLC | 0.18% | Reduce -6.8% | 50,466 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +58.6% | 50,060 | $5.0M |
| Vima LLC | 5.01% | — | 50,001 | $5.0M |
| Jacobi Capital Management LLC | 0.24% | Add +1.2% | 49,096 | $4.9M |
| Oxinas Partners, LLC | 1.94% | Add +16.8% | 48,847 | $4.9M |
| Curi Capital, LLC | 0.08% | Add +4.3% | 48,491 | $4.9M |
| Advocate Group LLC | 0.73% | Reduce -27.9% | 48,356 | $4.9M |
| Wincap Financial LLC | 2.62% | Add +26.2% | 48,073 | $4.8M |
| Goodman Advisory Group, LLC | 1.10% | Reduce -25.9% | 47,581 | $4.8M |
| City Center Advisors, LLC | 3.88% | Reduce -14.8% | 47,575 | $4.8M |
| Milestone Asset Management, LLC | 0.75% | Add +6.5% | 47,495 | $4.8M |
| Values First Advisors, Inc. | 2.16% | Add +0.2% | 46,886 | $4.7M |
| Friedenthal Financial | 2.18% | Add +4.4% | 46,836 | $4.7M |
| Cim, LLC | 0.61% | Add +0.3% | 46,531 | $4.7M |
| Leavell Investment Management, Inc. | 0.17% | Add +4.4% | 46,382 | $4.7M |
| Flaharty Asset Management, LLC | 6.58% | Reduce -90.2% | 45,705 | $4.6M |
| Cornerstone Financial Group, LLC | 2.81% | Reduce -5.0% | 45,243 | $4.6M |
| Barnes Wealth Management Group, Inc | 2.07% | Add +1.4% | 44,414 | $4.5M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -23.1% | 44,122 | $4.4M |
| Mullaney, Keating & Wright, Inc. | 2.15% | Add +3.3% | 44,105 | $4.4M |
| GeoWealth Management, LLC | 0.14% | Add +40.5% | 43,877 | $4.4M |
| Cary Street Partners Financial LLC | 0.10% | Add +107.3% | 43,860 | $4.4M |
| StoneX Group Inc. | 0.18% | Add +3.6% | 43,741 | $4.4M |
| SFG Wealth Management, LLC. | 1.55% | Add +13.3% | 42,657 | $4.3M |
| ABLE Financial Group, LLC | 0.71% | Reduce -18.0% | 41,841 | $4.2M |
| Klaas Financial Asset Advisors, LLC | 0.52% | Add +1.2% | 41,496 | $4.2M |
| Westside Investment Management, Inc. | 0.55% | Reduce -0.5% | 41,179 | $4.2M |
| RFG Advisory, LLC | 0.06% | Add +67.2% | 41,164 | $4.1M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -5.3% | 40,810 | $4.1M |
| Citadel Advisors | 0.00% | New | 40,464 | $4.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -3.4% | 40,110 | $4.0M |
| Nest Investments, LLC | 3.06% | Add +19.9% | 39,980 | $4.0M |
| Sachetta, LLC | 1.94% | Add +11.9% | 39,613 | $4.0M |
| Camelot Portfolios, LLC | 2.82% | Reduce -15.8% | 39,445 | $4.0M |
| SkyOak Wealth, LLC | 0.64% | Reduce -17.7% | 39,004 | $3.9M |
| TD Waterhouse Canada Inc. | 0.01% | Add +32.5% | 38,119 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +5.9% | 37,707 | $3.8M |
| Parsons Capital Management Inc. | 0.17% | Reduce -9.9% | 37,656 | $3.8M |
| FSM Wealth Advisors, LLC | 0.41% | Reduce -0.0% | 37,495 | $3.8M |
| Savvy Advisors, Inc. | 0.08% | Add +199.2% | 37,457 | $3.8M |
| BIP Wealth, LLC | 0.11% | Add +1660.4% | 37,022 | $3.7M |
| American Institute for Advanced Investment Management, LLP | 2.15% | Add +0.6% | 36,958 | $3.7M |
| Choreo, LLC | 0.04% | Reduce -0.3% | 36,779 | $3.7M |
| Essential Planning, LLC. | 1.03% | Add +32.2% | 36,001 | $3.6M |
| McKinley Carter Wealth Services, Inc. | 0.18% | New | 35,105 | $3.5M |
| Muirfield Wealth Advisors LLC | 2.31% | Add +4.8% | 35,085 | $3.5M |
| NorthCoast Asset Management LLC | 0.08% | Add +3.7% | 35,044 | $3.5M |
| Stonebridge Financial Planning Group, LLC | 1.12% | Add +4.3% | 34,790 | $3.5M |
| Surience Private Wealth LLC | 3.08% | Add +13.1% | 34,779 | $3.5M |
| Mattern Wealth Management LLC | 0.57% | Add +389.7% | 34,705 | $3.5M |
| Advisory Services Network, LLC | 0.04% | Add +5.8% | 34,406 | $3.5M |
| Montag A & Associates Inc. | 0.15% | Add +2.3% | 34,063 | $3.4M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -41.7% | 32,914 | $3.3M |
| Axxcess Wealth Management, LLC | 0.05% | Add +23.3% | 32,206 | $3.2M |
| Corient Private Wealth LP | 0.00% | Add +9.8% | 31,725 | $3.2M |
| Lido Advisors, LLC | 0.01% | Reduce -1.8% | 31,683 | $3.2M |
| Integrity Wealth Solutions LLC | 1.17% | Reduce -7.3% | 31,392 | $3.2M |
| Intergy Private Wealth, LLC | 0.72% | Add +13.3% | 30,973 | $3.1M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -6.7% | 30,741 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +72.4% | 30,561 | $3.1M |
| Sage Capital Management, LLC | 1.18% | Add +5.9% | 30,041 | $3.0M |
| TFB Advisors LLC | 1.32% | Add +1.3% | 29,668 | $3.0M |
| Norris Financial Group, LLC | 1.19% | Reduce -15.3% | 29,639 | $3.0M |
| Foundry Financial Group, Inc. | 1.28% | Add +7.8% | 29,266 | $3.0M |
| Flatrock Wealth Partners LLC | 1.15% | Reduce -25.8% | 29,071 | $2.9M |
| Paulson Wealth Management Inc. | 0.61% | Reduce -7.5% | 28,699 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +29.1% | 28,606 | $2.9M |
| Mid-American Wealth Advisory Group, Inc. | 1.04% | Add +274.0% | 28,425 | $2.9M |
| Wealth Alliance, LLC | 0.24% | Reduce -19.3% | 28,183 | $2.8M |
| Arete Wealth Advisors, LLC | 0.19% | Reduce -2.2% | 27,952 | $2.8M |
| Financial Strategies Group, Inc. | 0.45% | Add +7.2% | 27,781 | $2.8M |
| Sanchez Gaunt Capital Management, LLC | 1.56% | Add +5.2% | 27,740 | $2.8M |
| Capital Advisors, Ltd. LLC | 0.28% | Reduce -4.6% | 27,572 | $2.8M |
| Blueline Advisors LLC | 1.92% | Reduce -9.8% | 27,570 | $2.8M |
| Compass Financial Group, Inc. | 1.15% | Reduce -1.4% | 26,894 | $2.7M |
| Thoroughbred Financial Services, LLC | 0.13% | Add +25.4% | 26,851 | $2.7M |
| Strategic Wealth Advisors LLC | 2.31% | Reduce -12.4% | 26,870 | $2.7M |
| Anchor Capital Advisors LLC | 0.08% | Add +0.2% | 26,708 | $2.7M |
| Sage Rhino Capital LLC | 0.44% | Reduce -10.2% | 26,437 | $2.7M |
| Cannon Wealth Management Services, LLC | 1.44% | Add +5.9% | 26,185 | $2.6M |
| Wagner Wealth Management, LLC | 0.49% | Add +4270.1% | 26,177 | $2.6M |
| Summit Financial, LLC | 0.03% | Reduce -1.2% | 25,994 | $2.6M |
| Adams Wealth Management | 0.50% | Reduce -24.9% | 25,906 | $2.6M |
| Johnson Investment Counsel Inc. | 0.02% | Add +2.4% | 25,630 | $2.6M |
| Kovack Advisors, Inc. | 0.12% | Add +11.1% | 25,653 | $2.6M |
| Legacy Capital Wealth Partners, LLC | 0.49% | Add +29.4% | 25,523 | $2.6M |
| Ruggaard & Associates LLC | 0.92% | Add +8.2% | 25,352 | $2.6M |
| Wealth Advisors of Iowa, LLC | 0.69% | Reduce -34.4% | 25,312 | $2.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.6% | 24,994 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +17.4% | 24,938 | $2.5M |
| Fiduciary Trust Co | 0.03% | Reduce -16.5% | 24,756 | $2.5M |
| Macroview Investment Management LLC | 1.55% | Add +4.9% | 24,727 | $2.5M |
| Peck Wealth Management, LLC | 2.09% | Add +951.5% | 24,605 | $2.5M |
| IHT Wealth Management, LLC | 0.05% | Add +28.9% | 24,393 | $2.5M |
| SageView Advisory Group, LLC | 0.08% | Add +15.2% | 24,267 | $2.4M |
| PAX Financial Group, LLC | 0.36% | Reduce -0.2% | 24,131 | $2.4M |
| Blueprint Investment Partners LLC | 0.20% | Add +4.0% | 23,953 | $2.4M |
| Csenge Advisory Group | 0.10% | Reduce -15.9% | 23,765 | $2.4M |
| Blueprint Financial Advisors LLC | 0.27% | Add +4.0% | 23,762 | $2.4M |
| Asset One Wealth Management LLC | 0.25% | New | 23,274 | $2.3M |
| Savant Capital, LLC | 0.01% | Add +96.5% | 23,195 | $2.3M |
| Somerset Group LLC | 1.63% | Add +0.6% | 23,053 | $2.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.77% | Add +15.9% | 22,415 | $2.3M |
| Cedar Mountain Advisors, LLC | 0.38% | Add +1.2% | 22,020 | $2.2M |
| Net Worth Advisory Group | 0.56% | Reduce -13.6% | 21,903 | $2.2M |
| Sowell Financial Services LLC | 0.07% | Add +20.7% | 21,327 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | Add +37.3% | 21,210 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +0.3% | 21,152 | $2.1M |
| Legacy Solutions, LLC | 1.72% | Add +8.2% | 21,126 | $2.1M |
| Parr McKnight Wealth Management Group, LLC | 0.25% | Add +37.7% | 20,891 | $2.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -15.5% | 20,875 | $2.1M |
| Regatta Capital Group, LLC | 0.28% | Add +17.4% | 20,841 | $2.1M |
| Peregrine Asset Advisers, Inc. | 0.45% | Reduce -3.9% | 20,506 | $2.1M |
| Rehmann Capital Advisory Group | 0.09% | Add +0.5% | 20,336 | $2.1M |
| SeaCrest Wealth Management, LLC | 0.23% | Add +49.2% | 20,311 | $2.0M |
| Unified Investment Management | 1.89% | Add +0.1% | 20,095 | $2.0M |
| SYM FINANCIAL Corp | 0.16% | Add +1.1% | 19,962 | $2.0M |
| ETF Store, Inc. | 1.68% | Add +1.9% | 19,948 | $2.0M |
| Waystone Advisors LLC | 1.48% | Add +5.7% | 19,733 | $2.0M |
| HighPoint Advisor Group LLC | 0.07% | Reduce -1.3% | 19,705 | $2.0M |
| Altfest L J & Co. Inc. | 0.19% | Reduce -4.3% | 19,690 | $2.0M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Reduce -18.0% | 19,666 | $2.0M |
| Capital Analysts, LLC | 0.05% | Add +911.2% | 19,587 | $2.0M |
| SlateStone Wealth, LLC | 0.15% | Add +201.5% | 19,437 | $2.0M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.6% | 19,096 | $1.9M |
| ArrowMark Colorado Holdings LLC | 0.08% | No change | 19,092 | $1.9M |
| WJ Interests, LLC | 0.74% | Reduce -43.8% | 18,976 | $1.9M |
| Financial Futures Ltd Liability Co. | 0.73% | New | 18,946 | $1.9M |
| HCR Wealth Advisors | 0.17% | Reduce -7.4% | 18,878 | $1.9M |
| RiverTree Advisors, LLC | 1.12% | Reduce -20.0% | 18,768 | $1.9M |
| AQR Capital Management | 0.00% | Add +13.1% | 18,751 | $1.9M |
| Proffitt & Goodson Inc. | 0.26% | Reduce -0.5% | 18,656 | $1.9M |
| Rothschild Wealth LLC | 0.15% | Reduce -61.3% | 18,568 | $1.9M |
| Rik Saylor Financial, Inc. | 1.24% | Reduce -2.1% | 18,526 | $1.9M |
| Oak Grove Capital LLC | 0.14% | Add +86.0% | 18,384 | $1.9M |
| Scarborough Advisors, LLC | 0.21% | Reduce -13.5% | 18,389 | $1.8M |
| Sard Wealth Management Group, LLC | 0.87% | Reduce -44.7% | 18,091 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +4.8% | 18,051 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.15% | Reduce -10.5% | 17,772 | $1.8M |
| Authentikos Wealth Advisory, LLC | 1.14% | Reduce -7.3% | 17,704 | $1.8M |
| Brown, Lisle/Cummings, Inc. | 0.39% | Reduce -0.6% | 17,419 | $1.8M |
| Vista Investment Partners Ii, LLC | 0.67% | New | 16,919 | $1.7M |
| Fiduciary Financial Advisors | 0.17% | New | 16,824 | $1.7M |
| Western Wealth Management, LLC | 0.06% | Add +24.4% | 16,776 | $1.7M |
| MPWM Advisory Solutions, LLC | 0.77% | Reduce -4.0% | 16,760 | $1.7M |
| Principal Securities, Inc. | 0.02% | Add +7.7% | 16,732 | $1.7M |
| Wealth Alliance Advisory Group, LLC | 0.24% | Add +302.6% | 16,689 | $1.7M |
| John W. Brooker & Co., CPAs | 2.01% | Add +41.8% | 16,501 | $1.7M |
| Fca Corp. | 0.40% | Add +3.0% | 16,273 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +8.0% | 16,189 | $1.6M |
| Allworth Financial LP | 0.01% | Reduce -0.2% | 16,046 | $1.6M |
| Staley Capital Advisers Inc. | 0.06% | No change | 15,970 | $1.6M |
| Opus Financial Solutions LLC | 1.29% | Add +75.9% | 15,814 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +6.9% | 15,713 | $1.6M |
| PFG Investments, LLC | 0.06% | Reduce -28.0% | 15,680 | $1.6M |
| Wealthspire Retirement, LLC | 0.09% | Reduce -46.7% | 15,645 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.15% | Reduce -1.0% | 15,520 | $1.6M |
| Phoenix Wealth Advisors | 0.52% | Reduce -6.6% | 15,353 | $1.5M |
| Fiduciary Alliance LLC | 0.10% | Reduce -53.8% | 15,321 | $1.5M |
| Hudson Portfolio Management LLC | 1.16% | Reduce -6.9% | 15,173 | $1.5M |
| Soltis Investment Advisors LLC | 0.09% | Reduce -3.9% | 15,054 | $1.5M |
| Spire Wealth Management | 0.05% | Reduce -5.9% | 15,003 | $1.5M |
| Crown Wealth Group, LLC | 0.38% | Add +95.6% | 14,873 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -2.3% | 14,844 | $1.5M |
| Mittelman Wealth Management | 0.98% | Reduce -5.3% | 14,334 | $1.5M |
| Balboa Wealth Partners | 0.20% | Add +97.0% | 14,558 | $1.5M |
| Essex Bank | 0.32% | Reduce -7.7% | 14,454 | $1.5M |
| Precision Wealth Strategies, LLC | 0.44% | Reduce -14.4% | 14,337 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -21.4% | 14,309 | $1.4M |
| Richard P Slaughter Associates Inc | 0.29% | Reduce -14.0% | 14,271 | $1.4M |
| Birch Capital Management, LLC | 0.70% | Add +8.1% | 14,209 | $1.4M |
| Private Trust Co. NA | 0.11% | Reduce -1.4% | 13,841 | $1.4M |
| Towneley Capital Management, Inc / DE | 0.27% | Reduce -47.1% | 13,790 | $1.4M |
| MCF Advisors LLC | 0.05% | Add +0.1% | 13,722 | $1.4M |
| Shayne & Jacobs, LLC | 0.41% | Reduce -3.9% | 13,658 | $1.4M |
| SouthState Bank Corp | 0.06% | Reduce -3.5% | 13,517 | $1.4M |
| Security National Bank of Sioux City Iowa | 0.56% | Add +29.9% | 13,503 | $1.4M |
| Fort Point Capital Partners LLC | 0.14% | New | 13,427 | $1.4M |
| Sovran Advisors, LLC | 0.10% | Add +9.8% | 13,284 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +47.7% | 13,111 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -2.8% | 13,111 | $1.3M |
| Montis Financial, LLC | 0.27% | Reduce -8.2% | 13,094 | $1.3M |
| L & S Advisors Inc | 0.14% | Add +16.3% | 12,985 | $1.3M |
| Summa Corp. | 0.39% | Add +48.2% | 12,450 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Reduce -10.6% | 12,062 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -5.3% | 12,048 | $1.2M |
| Quest 10 Wealth Builders, Inc. | 0.94% | Reduce -0.6% | 12,024 | $1.2M |
| Spinnaker Investment Group, LLC | 0.19% | Add +100.5% | 11,982 | $1.2M |
| Creative Capital Management Investments LLC | 0.28% | Reduce -0.5% | 11,876 | $1.2M |
| 10Elms LLP | 0.53% | Add +824.5% | 11,788 | $1.2M |
| Carnegie Investment Counsel | 0.02% | No change | 11,743 | $1.2M |
| Noble Wealth Management PBC | 0.54% | Reduce -18.6% | 11,679 | $1.2M |
| Three Bridge Wealth Advisors, LLC | 0.29% | Add +0.8% | 11,527 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -8.1% | 11,497 | $1.2M |
| M&T Bank Corp | 0.00% | Add +0.7% | 11,385 | $1.1M |
| Mayfair Advisory Group, LLC | 0.34% | Reduce -2.7% | 11,348 | $1.1M |
| Narus Financial Partners, LLC | 0.29% | Add +429.5% | 11,279 | $1.1M |
| Avid Wealth Partners LLC | 0.55% | Reduce -3.1% | 11,278 | $1.1M |
| Quantinno Capital Management LP | 0.00% | New | 11,258 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.3% | 11,237 | $1.1M |
| Lodestone Wealth Management LLC | 0.39% | Add +38.2% | 11,025 | $1.1M |
| Rollins Financial Advisors, LLC | 0.15% | Reduce -14.3% | 10,991 | $1.1M |
| Roger Wittlin Investment Advisory, LLC | 0.87% | Reduce -0.1% | 10,940 | $1.1M |
| Occidental Asset Management, LLC | 0.11% | Add +175.7% | 10,803 | $1.1M |
| Lantern Wealth Advisors, LLC | 0.49% | Add +90.5% | 10,669 | $1.1M |
| Mosaic Financial Group, LLC | 0.68% | Add +14.3% | 10,613 | $1.1M |
| Magnolia Capital Advisors LLC | 0.18% | Reduce -63.7% | 10,538 | $1.1M |
| Klingman & Associates, LLC | 0.05% | Reduce -48.8% | 10,500 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -20.1% | 10,429 | $1.1M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.22% | Reduce -3.4% | 10,336 | $1.0M |
| Ascent Group, LLC | 0.03% | Reduce -6.7% | 10,195 | $1.0M |
| Kachkovsky & Fisher, Inc. | 0.97% | — | 10,039 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -0.7% | 9,869 | $995K |
| Allianz SE | 0.01% | No change | 9,838 | $992K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -80.8% | 9,825 | $990K |
| Golden State Wealth Management, LLC | 0.09% | Add +28.0% | 9,688 | $977K |
| Koshinski Asset Management, Inc. | 0.05% | Add +18.0% | 9,573 | $965K |
| Accurate Wealth Management, LLC | 0.09% | Add +49.8% | 9,562 | $962K |
| Financial Management Professionals, Inc. | 0.09% | Add +0.5% | 9,393 | $947K |
| DeDora Capital, Inc. | 0.20% | Reduce -2.7% | 9,186 | $926K |
| Powell Investment Advisors, LLC | 0.29% | Add +0.1% | 9,111 | $919K |
| Arbor Investment Advisors, LLC | 0.10% | Reduce -10.7% | 9,098 | $917K |
| Kanawha Capital Management LLC | 0.06% | No change | 9,063 | $914K |
| Ceeto Capital Group, LLC | 0.25% | Add +28.6% | 9,000 | $907K |
| Alterna Wealth Management, Inc. | 0.52% | Add +0.2% | 8,960 | $903K |
| West Michigan Advisors, LLC | 0.17% | Reduce -50.8% | 8,958 | $903K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +11.9% | 8,882 | $895K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -5.0% | 8,864 | $894K |
| Mezzasalma Advisors, LLC | 0.18% | Reduce -0.2% | 8,794 | $887K |
| EP Wealth Advisors, LLC | 0.00% | Add +43.5% | 8,757 | $883K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.4% | 8,705 | $878K |
| Berman McAleer LLC | 0.10% | Add +3.7% | 8,679 | $875K |
| Heritage Wealth Advisors | 0.03% | Reduce -14.2% | 8,660 | $873K |
| Financial Guidance Group, Inc. | 0.32% | No change | 8,544 | $861K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -1.8% | 8,543 | $860K |
| WealthCollab, LLC | 0.31% | Add +0.6% | 8,522 | $859K |
| Cooper Financial Group | 0.07% | New | 8,514 | $858K |
| Beacon Financial Planning, Inc. | 0.29% | Add +69.8% | 8,420 | $849K |
| TCFG Investment Advisors, LLC | 0.29% | Add +82.3% | 8,381 | $843K |
| Access Financial Services, Inc. | 0.27% | Add +208.3% | 8,314 | $838K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +7.4% | 8,267 | $833K |
| Private Client Services, LLC | 0.22% | Add +92.8% | 8,257 | $832K |
| Transcendent Capital Group LLC | 0.32% | Add +0.2% | 8,255 | $832K |
| Greatmark Investment Partners, Inc. | 0.09% | Add +140.8% | 8,210 | $828K |
| Citizens Financial Group Inc. | 0.01% | Add +1.0% | 8,209 | $828K |
| Atlanta Consulting Group Advisors, LLC | 0.13% | Add +0.2% | 8,203 | $827K |
| Simmons Bank | 0.05% | Add +22.4% | 8,091 | $816K |
| FMR LLC | 0.00% | Add +6.2% | 8,087 | $815K |
| Ameriprise Financial Inc. | 0.00% | Add +52.3% | 8,063 | $813K |
| Independent Wealth Network Inc. | 0.21% | Reduce -1.3% | 8,046 | $811K |
| Franklin Resources Inc. | 0.00% | No change | 8,008 | $807K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -0.6% | 7,940 | $800K |
| Power Wealth Management LLC | 0.27% | Add +3.2% | 7,897 | $796K |
| Redwood Investment Management, LLC | 0.08% | Reduce -1.8% | 7,874 | $794K |
| Financial Enhancement Group LLC | 0.09% | Reduce -3.9% | 7,789 | $785K |
| Laurel Oak Wealth Management, LLC | 0.11% | Add +54.2% | 7,720 | $778K |
| DAVENPORT & Co LLC | 0.00% | Add +2.7% | 7,717 | $778K |
| Total Clarity Wealth Management, Inc. | 0.15% | Reduce -14.6% | 7,712 | $777K |
| Ameriflex Group, Inc. | 0.32% | Reduce -10.3% | 7,706 | $777K |
| Money Concepts Capital Corp. | 0.04% | Reduce -78.2% | 7,499 | $756K |
| Birchwood Financial Partners, Inc. | 0.62% | Add +15.1% | 7,486 | $755K |
| Texas Yale Capital Corp. | 0.02% | No change | 7,475 | $754K |
| Ieq Capital, LLC | 0.00% | Reduce -42.7% | 7,470 | $753K |
| Centaurus Financial, Inc. | 0.03% | Reduce -26.3% | 7,472 | $753K |
| NewSquare Capital LLC | 0.06% | New | 7,418 | $748K |
| Stirlingshire Investments, Inc. | 0.55% | Reduce -27.8% | 7,411 | $747K |
| NewEdge Wealth, LLC | 0.01% | Reduce -42.9% | 7,404 | $746K |
| Rossby Financial, LCC | 0.14% | Reduce -10.2% | 7,390 | $745K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -2.5% | 7,301 | $734K |
| Granite Bay Wealth Management, LLC | 0.07% | New | 7,274 | $733K |
| Closed-End Fund Advisors, Inc. | 0.72% | Reduce -6.3% | 7,265 | $732K |
| Maridea Wealth Management LLC | 0.08% | Reduce -12.7% | 7,235 | $729K |
| WESCAP Management Group, Inc. | 0.14% | No change | 7,194 | $725K |
| Wealth Advisory Solutions, LLC | 0.15% | Add +45.6% | 7,175 | $723K |
| Selby Wealth Management, LLC | 0.25% | Reduce -0.8% | 7,034 | $709K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -82.3% | 6,926 | $698K |
| Carlson Financial, Inc. | 0.36% | Add +8.3% | 6,921 | $698K |
| Catalyst Private Wealth, LLC | 0.34% | No change | 6,900 | $696K |
| Peak Asset Management, LLC | 0.10% | No change | 6,860 | $692K |
| Element Wealth, LLC | 0.26% | Add +0.0% | 6,831 | $689K |
| CGC Financial Services, LLC | 0.15% | Add +1.2% | 6,795 | $685K |
| Integrated Investment Consultants, LLC | 0.13% | Add +36.2% | 6,740 | $679K |
| AdvisorNet Financial, Inc | 0.03% | Add +40.1% | 6,702 | $676K |
| Smithfield Trust Co | 0.03% | Reduce -8.9% | 6,647 | $670K |
| Pinion Investment Advisors, LLC | 0.13% | Add +9.2% | 6,624 | $668K |
| Madison Wealth Partners, Inc | 0.08% | New | 6,622 | $668K |
| Evergreen Wealth Partners LLC | 0.39% | Add +92.2% | 6,484 | $654K |
| Intellus Advisors LLC | 0.08% | Reduce -13.9% | 6,469 | $652K |
| Bessemer Group Inc. | 0.00% | Add +59.5% | 6,436 | $649K |
| Continuum Advisory, LLC | 0.05% | New | 6,429 | $648K |
| Valmark Advisers, Inc. | 0.01% | Add +2.2% | 6,397 | $645K |
| Anchor Investment Management, LLC | 0.05% | No change | 6,350 | $640K |
| Midwest Financial Network, LLC | 0.44% | Reduce -14.7% | 6,344 | $640K |
| Riverchase Wealth Management, LLC | 0.30% | Add +3.5% | 6,331 | $638K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.1% | 6,323 | $637K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -50.4% | 6,272 | $632K |
| Vigilare Wealth Management | 0.19% | Reduce -9.3% | 6,224 | $627K |
| Rockwood Wealth Management, LLC | 0.04% | New | 6,210 | $626K |
| Balefire, LLC | 0.10% | Reduce -93.5% | 6,208 | $626K |
| Gambit Capital Management, LLC | 0.36% | Add +2.6% | 6,197 | $625K |
| Merited Wealth, LLC | 0.44% | Reduce -52.4% | 6,169 | $622K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.8% | 6,160 | $621K |
| Triumph Capital Management | 0.11% | Add +76.8% | 6,134 | $618K |
| Prelude Capital Management, LLC | 0.04% | New | 5,850 | $590K |
| Quartz Partners, LLC | 0.19% | Add +18.3% | 5,771 | $582K |
| Wealthfront Advisers LLC | 0.00% | Reduce -57.6% | 5,754 | $580K |
| Compass Financial Management LLC | 0.07% | — | 5,712 | $575K |
| Archer Investment Corp | 0.11% | Add +2.6% | 5,647 | $569K |
| US Bancorp \de | 0.00% | Add +3.5% | 5,624 | $567K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.18% | Reduce -8.1% | 5,620 | $566K |
| RFG Holdings, Inc. | 0.12% | Reduce -24.8% | 5,555 | $560K |
| BridgePort Financial Solutions, LLC | 0.14% | Add +8.5% | 5,531 | $558K |
| Nordwand Advisors, LLC | 0.09% | No change | 5,503 | $555K |
| Ibex Wealth Advisors | 0.04% | Reduce -97.9% | 5,465 | $551K |
| Robinswood Financial LLC | 0.16% | Add +11.0% | 5,420 | $546K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -65.1% | 5,411 | $544K |
| Stage Harbor Financial, LLC | 0.31% | New | 5,316 | $536K |
| Midway Capital Research & Management | 0.42% | Add +0.8% | 5,290 | $533K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -9.4% | 5,264 | $531K |
| Ancora Advisors LLC | 0.01% | Reduce -1.8% | 5,241 | $528K |
| Red Door Wealth Management, LLC | 0.05% | Add +0.1% | 5,239 | $528K |
| SilverOak Wealth Management LLC | 0.07% | Add +16.8% | 5,194 | $524K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +9.3% | 5,192 | $523K |
| Lloyd Advisory Services, LLC. | 0.20% | Add +579.8% | 5,126 | $517K |
| Five Pine Wealth Management | 0.29% | Add +130.9% | 5,087 | $513K |
| Fig Financial Advisory Services Inc. | 0.30% | New | 5,046 | $509K |
| Diversify Advisory Services, LLC | 0.01% | New | 5,021 | $506K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -10.4% | 5,021 | $506K |
| Marex Group Ltd | 0.00% | Add +150.0% | 5,000 | $504K |
| Uptown Financial Advisors LLC | 0.37% | New | 4,956 | $500K |
| Fermata Advisors, LLC | 0.10% | Reduce -38.5% | 4,934 | $497K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -45.5% | 4,916 | $496K |
| CoreCap Advisors, LLC | 0.01% | Add +3.3% | 4,845 | $488K |
| White Pine Investment CO | 0.10% | Add +12.1% | 4,782 | $482K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.8% | 4,734 | $477K |
| Focus Financial Network, Inc. | 0.01% | Reduce -2.0% | 4,699 | $474K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +0.2% | 4,698 | $473K |
| Capital Asset Advisory Services LLC | 0.02% | Add +49.3% | 4,647 | $468K |
| MFA Wealth Services | 0.28% | Reduce -1.4% | 4,645 | $468K |
| Financial Designs Corp | 0.25% | Add +30.3% | 4,619 | $466K |
| Basecamp Wealth Advisors LLC | 0.09% | No change | 4,605 | $464K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 4,594 | $463K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.11% | Add +0.7% | 2,687 | $454K |
| Strategic Blueprint, LLC | 0.02% | Reduce -68.7% | 4,504 | $454K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -1.2% | 4,499 | $454K |
| McNamara Financial Services, Inc. | 0.08% | No change | 4,493 | $453K |
| Advisor Resource Council | 0.15% | Add +2.2% | 4,491 | $452K |
| Rockport Wealth LLC | 0.08% | New | 4,440 | $448K |
| PFG Advisors | 0.02% | Reduce -95.4% | 4,400 | $444K |
| Stratos Wealth Advisors, LLC | 0.02% | New | 4,385 | $442K |
| Roble, Belko & Company, Inc | 0.05% | No change | 4,312 | $435K |
| Castle Rock Wealth Management, LLC | 0.08% | Reduce -10.9% | 4,284 | $430K |
| Madson Wealth Advisors Inc | 0.29% | Add +33.0% | 4,269 | $430K |
| JT Stratford LLC | 0.05% | Reduce -29.6% | 4,256 | $429K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 4,161 | $419K |
| Mission Wealth Management, LP | 0.01% | New | 4,098 | $413K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 4,046 | $408K |
| Total Investment Management Inc. | 0.04% | Add +0.1% | 4,027 | $406K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -76.5% | 4,016 | $405K |
| Legacy Trust | 0.07% | No change | 4,000 | $403K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | No change | 4,000 | $403K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -9.2% | 3,999 | $403K |
| Vise Technologies, Inc. | 0.00% | New | 3,978 | $401K |
| True North Advisors, LLC | 0.04% | New | 3,977 | $401K |
| Hudock, Inc. | 0.05% | Add +0.8% | 3,965 | $400K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -7.5% | 3,932 | $396K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -25.8% | 3,900 | $393K |
| Regal Investment Advisors LLC | 0.02% | Reduce -0.2% | 3,848 | $388K |
| Parker Financial LLC | 0.14% | Reduce -21.2% | 3,813 | $384K |
| National Philanthropic Trust | 0.01% | New | 3,811 | $384K |
| Argos Wealth Advisors, LLC | 0.10% | Add +41.7% | 3,740 | $377K |
| Canal Capital Management, LLC | 0.05% | New | 3,740 | $377K |
| Fortis Capital Advisors, LLC | 0.04% | Add +85.3% | 3,731 | $376K |
| Belpointe Asset Management LLC | 0.01% | Add +85.3% | 3,731 | $376K |
| Cutler Investment Counsel LLC | 0.03% | Reduce -14.8% | 3,662 | $369K |
| Wellington-Altus USA Inc. | 0.26% | Reduce -25.6% | 3,639 | $366K |
| Certuity, LLC | 0.02% | Reduce -21.3% | 3,606 | $364K |
| Entrewealth, LLC | 0.13% | No change | 3,613 | $363K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 3,596 | $363K |
| Altium Investment Strategies LLC | 0.52% | New | 3,602 | $362K |
| Bank of New York Mellon Corp | 0.00% | Add +16.4% | 3,563 | $359K |
| Jefferies Financial Group Inc. | 0.00% | New | 3,560 | $359K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,555 | $358K |
| Arrow Financial Corp | 0.03% | Reduce -24.0% | 3,549 | $358K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 3,535 | $356K |
| Marshall Financial Group, LLC | 0.05% | Reduce -11.4% | 3,515 | $354K |
| New England Private Wealth Advisors LLC | 0.03% | Add +1.3% | 3,500 | $352K |
| Smith, Moore & Co. | 0.02% | Reduce -7.8% | 3,480 | $351K |
| Baron Wealth Management LLC | 0.09% | Reduce -3.1% | 3,462 | $349K |
| Objective Capital Management, LLC | 0.31% | New | 3,450 | $348K |
| Christian Investment Advisors, Inc. | 0.20% | Reduce -19.1% | 3,441 | $347K |
| Silverlake Wealth Management LLC | 0.07% | Add +0.6% | 3,417 | $344K |
| Williams & Novak, LLC | 0.23% | New | 3,400 | $343K |
| Crabel Capital Management, LLC | 0.25% | New | 3,381 | $341K |
| Commerce Bank | 0.00% | No change | 3,362 | $339K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.4% | 3,360 | $339K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.9% | 3,317 | $334K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -18.4% | 3,308 | $334K |
| Stewardship Advisors, LLC | 0.07% | New | 3,283 | $331K |
| Leelyn Smith, LLC | 0.04% | Reduce -5.7% | 3,265 | $329K |
| Burford Brothers, Inc. | 0.12% | No change | 3,197 | $322K |
| Keystone Financial Group | 0.02% | Add +0.8% | 3,185 | $321K |
| JNBA Financial Advisors | 0.02% | No change | 3,151 | $318K |
| Zinnia Wealth Advisory, LLC | 0.32% | Reduce -1.1% | 3,115 | $314K |
| Baker Boyer National Bank | 0.09% | No change | 3,092 | $312K |
| Lionsbridge Wealth Management LLC | 0.31% | Add +1.1% | 3,090 | $312K |
| Tru Independence Asset Management 2, LLC | 0.17% | No change | 3,090 | $312K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -1.8% | 3,073 | $310K |
| TopTier Wealth Management, LLC | 0.19% | Reduce -0.1% | 3,058 | $308K |
| Grantvest Financial Group LLC | 0.18% | No change | 3,010 | $303K |
| Hamilton Wealth, LLC | 0.06% | Reduce -43.7% | 3,000 | $302K |
| North Forty Two & Co. | 0.26% | No change | 2,996 | $302K |
| Southeast Asset Advisors, LLC | 0.03% | Add +42.3% | 2,996 | $302K |
| Accelerate Investment Advisors LLC | 0.17% | Add +1.0% | 2,991 | $302K |
| Auctus Advisors LLC | 0.25% | New | 2,985 | $301K |
| StoneCrest Wealth Management, Inc. | 0.10% | Reduce -48.8% | 2,954 | $298K |
| Adamsbrown Wealth Consultants LLC | 0.06% | New | 2,944 | $297K |
| Gimbal Financial | 0.19% | — | 2,920 | $294K |
| Howard Wealth Management, LLC | 0.11% | Add +1.4% | 2,918 | $294K |
| Ascension Capital Advisors, Inc. | 0.08% | No change | 2,913 | $294K |
| XML Financial, LLC | 0.02% | Reduce -5.9% | 2,913 | $294K |
| Firethorn Wealth Partners, LLC | 0.09% | Reduce -41.1% | 2,907 | $293K |
| Crusonia Wealth Advisors LLC | 0.05% | New | 2,876 | $290K |
| Independent Advisor Alliance | 0.01% | Reduce -97.3% | 2,866 | $289K |
| Worth Asset Management, LLC | 0.09% | Reduce -30.7% | 2,830 | $285K |
| Pasadena Private Wealth, LLC | 0.04% | Reduce -0.9% | 2,808 | $283K |
| Strait & Sound Wealth Management LLC | 0.10% | No change | 2,800 | $282K |
| Powerhouse Assets LLC | 0.23% | Reduce -27.5% | 2,779 | $280K |
| LexAurum Advisors, LLC | 0.03% | Add +23.3% | 2,646 | $267K |
| Auour Investments LLC | 0.08% | Reduce -18.6% | 2,626 | $265K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -1.0% | 2,618 | $264K |
| BlueChip Wealth Advisors LLC | 0.10% | Reduce -11.6% | 2,605 | $263K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 2,593 | $261K |
| Basso Capital Management, L.P. | 0.06% | New | 2,582 | $260K |
| Sacks & Associates, LLC | 0.17% | New | 2,560 | $258K |
| Boston Family Office LLC | 0.02% | New | 2,560 | $258K |
| Perspective Wealth Advisors LLC | 0.14% | Reduce -94.0% | 2,545 | $257K |
| Vident Advisory, LLC | 0.00% | New | 2,540 | $256K |
| Boothbay Fund Management, LLC | 0.01% | New | 2,530 | $255K |
| Marble Wealth, LLC | 0.04% | Add +3.1% | 2,524 | $254K |
| CENTRAL TRUST Co | 0.00% | Add +8.9% | 2,510 | $253K |
| Barrett & Company, Inc. | 0.07% | Add +0.3% | 2,506 | $253K |
| Argent Trust Co | 0.01% | No change | 2,501 | $252K |
| Sax Wealth Advisors, LLC | 0.01% | New | 2,502 | $252K |
| United Advisor Group, LLC | 0.03% | Reduce -3.7% | 2,483 | $250K |
| B & T Capital Management DBA Alpha Capital Management | 0.03% | Reduce -38.4% | 2,450 | $247K |
| Valley Brook Capital Group, Inc. | 0.14% | Reduce -4.7% | 2,439 | $246K |
| Leisure Capital Management | 0.08% | New | 2,427 | $245K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +0.1% | 2,422 | $244K |
| Fisher Asset Management | 0.00% | New | 2,415 | $244K |
| Apella Capital, LLC | 0.00% | Reduce -6.4% | 2,408 | $242K |
| AlphaCore Capital LLC | 0.00% | Reduce -28.3% | 2,386 | $240K |
| Investment Advisory Group, LLC | 0.05% | Reduce -15.9% | 2,382 | $240K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -49.8% | 2,346 | $236K |
| Atlas Wealth LLC | 0.04% | New | 2,320 | $234K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -40.5% | 2,270 | $229K |
| Integrated Capital Management, LLC | 0.08% | Reduce -13.0% | 2,260 | $228K |
| Lineweaver Wealth Advisors, LLC | 0.03% | New | 2,255 | $227K |
| LongView Wealth Management | 0.06% | Add +0.3% | 2,250 | $227K |
| RPg Family Wealth Advisory, LLC | 0.04% | Reduce -52.4% | 2,247 | $227K |
| CWC Advisors, LLC. | 0.10% | Reduce -17.7% | 2,223 | $224K |
| Ade, LLC | 0.09% | No change | 2,220 | $224K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Reduce -4.2% | 2,215 | $223K |
| XY Planning Network, Inc. | 0.03% | Add +10.2% | 2,211 | $223K |
| Avior Wealth Management, LLC | 0.01% | Add +1.9% | 2,206 | $222K |
| 1900 Wealth Management LLC | 0.01% | Reduce -9.6% | 2,201 | $222K |
| Zacks Investment Management | 0.00% | New | 2,187 | $221K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -28.8% | 2,183 | $220K |
| Titleist Asset Management, LLC | 0.01% | Add +0.9% | 2,158 | $218K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -3.4% | 2,134 | $215K |
| Lakeridge Wealth Management LLC | 0.08% | Reduce -2.8% | 2,105 | $212K |
| Convergence Financial, LLC | 0.02% | New | 2,056 | $207K |
| Tectonic Advisors LLC | 0.01% | New | 2,053 | $207K |
| NWF Advisory Services Inc. | 0.02% | Reduce -42.5% | 2,024 | $204K |
| Symphony Financial, Ltd. Co. | 0.02% | No change | 2,017 | $203K |
| Sloy Dahl & Holst, LLC | 0.02% | No change | 2,000 | $202K |
| Deutsche Bank AG | 0.00% | No change | 2,000 | $202K |
| SHP Wealth Management | 0.01% | Add +100.4% | 1,996 | $201K |
| StrongBox Wealth, LLC | 0.06% | New | 1,991 | $201K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 1,902 | $192K |
| Gilpin Wealth Management, LLC | 0.12% | Add +4.7% | 1,756 | $177K |
| International Assets Investment Management, LLC | 0.01% | Add +23.2% | 1,716 | $172K |
| IFG Advisory, LLC | 0.01% | New | 1,707 | $172K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -5.7% | 1,669 | $168K |
| Lanark Financial, Inc. | 0.01% | Reduce -21.3% | 1,651 | $166K |
| Kings Path Partners LLC | 0.04% | Reduce -10.1% | 1,611 | $162K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,555 | $157K |
| Mather Group, Llc. | 0.00% | Reduce -51.5% | 1,462 | $147K |
| Pacific Center for Financial Services | 0.03% | No change | 1,430 | $144K |
| Hollencrest Capital Management | 0.01% | Reduce -2.9% | 1,330 | $134K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -6.0% | 1,286 | $130K |
| Crewe Advisors LLC | 0.01% | No change | 1,270 | $128K |
| Matrix Private Capital Group LLC | 0.06% | No change | 1,265 | $128K |
| Cape Investment Advisory, Inc. | 0.03% | New | 1,193 | $120K |
| Silver Grove Financial Group, Inc. | 0.06% | New | 1,167 | $118K |
| Synergy Investment Management, LLC | 0.02% | Reduce -2.6% | 973 | $98K |
| Quarry LP | 0.02% | New | 950 | $96K |
| Nvwm, LLC | 0.02% | No change | 920 | $93K |
| Security National Bank of So Dak | 0.04% | New | 880 | $89K |
| Centerpoint Advisors, LLC | 0.02% | New | 840 | $85K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 800 | $81K |
| Kingdom Financial Group LLC. | 0.02% | Add +1.1% | 762 | $77K |
| Bellevue Asset Management, LLC | 0.03% | No change | 735 | $74K |
| Aspect Partners, LLC | 0.03% | No change | 700 | $71K |
| Smartleaf Asset Management LLC | 0.00% | No change | 688 | $69K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 659 | $66K |
| Tidemark, LLC | 0.01% | New | 645 | $65K |
| Colonial Trust Co / SC | 0.01% | No change | 645 | $65K |
| Holos Integrated Wealth LLC | 0.03% | Reduce -12.2% | 633 | $64K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -24.2% | 627 | $63K |
| Mascoma Wealth Management LLC | 0.01% | No change | 618 | $62K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 599 | $60K |
| Evelyn Partners Group Ltd | 0.00% | — | 580 | $58K |
| Larson Financial Group LLC | 0.00% | Add +0.9% | 578 | $58K |
| Lummis Asset Management, LP | 0.03% | No change | 541 | $55K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.9% | 523 | $53K |
| Highland Investment Advisors LLC | 0.02% | — | 512 | $52K |
| Tounjian Advisory Partners, LLC | 0.02% | Reduce -95.1% | 504 | $51K |
| Register Financial Advisors LLC | 0.02% | Add +0.2% | 493 | $50K |
| American National Bank & Trust | 0.00% | No change | 459 | $46K |
| Aventura Private Wealth, LLC | 0.01% | No change | 452 | $46K |
| Avalon Trust Co | 0.00% | Reduce -73.1% | 441 | $44K |
| Longview Financial Advisors LLC | 0.02% | Add +1.0% | 410 | $41K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 401 | $40K |
| Coppell Advisory Solutions LLC | 0.00% | New | 10,783 | $39K |
| CX Institutional | 0.00% | Reduce -35.8% | 368 | $37K |
| Disciplina Capital Management LLC | 0.00% | No change | 355 | $36K |
| Bfsg, LLC | 0.00% | No change | 351 | $35K |
| Networth Advisors, LLC | 0.02% | Add +19.6% | 329 | $33K |
| Cornerstone Planning Group LLC | 0.00% | No change | 325 | $33K |
| Nemes Rush Group LLC | 0.00% | No change | 316 | $32K |
| XP Advisory US, Inc. | 0.02% | — | 309 | $31K |
| Elevated Capital Advisors, LLC | 0.01% | Reduce -20.3% | 298 | $30K |
| Evolution Wealth Management Inc. | 0.02% | No change | 296 | $30K |
| Parallel Advisors, LLC | 0.00% | No change | 261 | $26K |
| Montgomery Financial Services LLC | 0.02% | — | 240 | $24K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -25.9% | 229 | $23K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +5.1% | 226 | $23K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 213 | $21K |
| Strengthening Families & Communities, LLC | 0.00% | New | 207 | $21K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 203 | $20K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 200 | $20K |
| Institute for Wealth Management, LLC. | 0.00% | New | 176 | $18K |
| Key Capital Management, INC | 0.01% | Reduce -0.6% | 172 | $17K |
| Sunrise Financial Services, LLC | 0.01% | New | 157 | $16K |
| CVA Family Office, LLC | 0.00% | No change | 153 | $15K |
| Toth Financial Advisory Corp. | 0.00% | No change | 140 | $14K |
| Monetary Solutions, Ltd | 0.01% | No change | 140 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 137 | $14K |
| Boyd Watterson Asset Management LLC | 0.00% | New | 131 | $13K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 129 | $13K |
| GAMMA Investing LLC | 0.00% | Reduce -35.7% | 128 | $13K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 124 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | Add +16.7% | 119 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 117 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 109 | $11K |
| True Wealth Design, LLC | 0.00% | No change | 100 | $10K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $10K |
| Y.D. More Investments Ltd | 0.00% | No change | 99 | $10K |
| Vanguard Advisers Inc. | 0.00% | New | 88 | $9K |
| Caldwell Trust Co | 0.00% | No change | 72 | $7K |
| Luminist Capital LLC | 0.01% | New | 67 | $7K |
| LifeSteps Financial, Inc. | 0.00% | New | 50 | $5K |
| New England Asset Management Inc. | 0.00% | New | 50 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | New | 50 | $5K |
| Millstone Evans Group, LLC | 0.00% | No change | 24 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 23 | $2K |
| 1 North Wealth Services LLC | 0.00% | No change | 18 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 16 | $2K |
| Hilltop National Bank | 0.00% | New | 16 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.2% | 16 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 12 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 7 | $705 |
| Cordant, Inc. | 0.00% | Reduce -91.8% | 6 | $605 |
| Financial Gravity Companies, Inc. | 0.00% | — | 1 | $101 |
| TD Private Client Wealth LLC | 0.00% | Reduce -100.0% | 1 | $69 |
"% of holder's portfolio" is MINT's weight in each manager's 13F, not the share of PIMCO Enhanced Short Maturit the manager owns.