iShares 0-3 Month Treasury BSGOVETF
13F holders, Q4 2024 (December 31)770holders +77
104new positions
79sold out
3famous investors
$100.02avg. 13F price*
At the end of Q4 2024, 770 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 77 from Q3 2024. 104 opened new positions and 79 sold out. The largest holders were Morgan Stanley ($524.4M), LPL Financial LLC ($425.0M) and Bank of America Corp. ($324.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares 0-3 Month Treasury B
- CUSIP
- 46436E718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $608.1M |
| Exits | 79 | $285.4M |
All 13F filers, Q3 2024 → Q4 2024: 24,255,945 shares bought and 11,401,134 shares sold, net +12,854,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 770 holders
| Morgan Stanley | 0.04% | Add +4.7% | 5,227,143 | $524.4M |
| LPL Financial LLC | 0.17% | Add +40.0% | 4,236,194 | $425.0M |
| Bank of America Corp. | 0.03% | Reduce -4.6% | 3,235,346 | $324.6M |
| Raymond James Financial Inc. | 0.08% | — | 2,138,579 | $214.5M |
| Partners Capital Investment Group, LLP | 4.84% | Reduce -4.2% | 1,751,363 | $175.7M |
| NorthRock Partners, LLC | 5.55% | Add +1.5% | 1,694,757 | $170.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.7% | 1,614,951 | $162.0M |
| Woodley Farra Manion Portfolio Management Inc. | 8.04% | Add +36.2% | 1,609,202 | $161.4M |
| MAI Capital Management | 1.06% | New | 1,422,922 | $142.7M |
| Confluence Investment Management LLC | 1.98% | Add +31.6% | 1,422,081 | $142.7M |
| GM Advisory Group, LLC | 7.42% | Add +40.2% | 1,336,886 | $134.1M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -14.4% | 1,250,807 | $125.5M |
| Geneos Wealth Management Inc. | 4.24% | Add +1715.0% | 1,206,424 | $121.0M |
| Cambridge Investment Research Advisors, Inc. | 0.40% | Add +40.1% | 1,200,856 | $120.5M |
| Lake Street Advisors Group, LLC | 5.52% | Reduce -5.7% | 1,192,384 | $119.6M |
| Elm Partners Management LLC | 7.98% | Add +237.3% | 1,164,975 | $116.9M |
| Awm Capital, LLC | 13.95% | Add +6.9% | 1,136,590 | $114.0M |
| Cerity Partners LLC | 0.24% | Reduce -5.2% | 1,113,167 | $111.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -7.3% | 1,112,367 | $111.6M |
| Osaic Holdings, Inc. | 0.24% | Add +41.6% | 1,206,194 | $105.8M |
| Captrust Financial Advisors | 0.29% | Reduce -1.6% | 1,028,484 | $103.2M |
| UBS Group AG | 0.02% | Add +9.6% | 1,026,638 | $103.0M |
| Equity Investment Corp. | 2.35% | Reduce -40.0% | 999,237 | $100.2M |
| Vigilare Wealth Management | 40.04% | Add +153.9% | 983,026 | $98.6M |
| Cetera Investment Advisers | 0.21% | Add +18.5% | 978,906 | $98.2M |
| Ameriprise Financial Inc. | 0.02% | Add +5.2% | 956,205 | $95.9M |
| Prudential Financial Inc. | 0.13% | Add +4.4% | 929,346 | $93.4M |
| Renaissance Technologies | 0.14% | Add +11.1% | 922,400 | $92.5M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +32.4% | 904,286 | $90.7M |
| Cresset Asset Management, LLC | 0.43% | Reduce -5.9% | 897,971 | $90.1M |
| Royal Bank of Canada | 0.02% | Reduce -3.4% | 894,265 | $89.7M |
| Peapack Gladstone Financial Corp. | 1.27% | Add +24.7% | 876,021 | $87.9M |
| Titleist Asset Management, LLC | 10.00% | Add +208.5% | 865,803 | $86.9M |
| Synergy Asset Management, LLC | 5.98% | Add +104.4% | 768,888 | $77.3M |
| CX Institutional | 2.88% | Add +20.3% | 722,665 | $72.5M |
| Resonant Capital Advisors, LLC | 5.19% | Add +0.8% | 708,752 | $71.1M |
| AlphaStar Capital Management, LLC | 7.12% | Reduce -32.3% | 678,522 | $68.1M |
| Balentine LLC | 2.74% | Reduce -34.7% | 672,320 | $67.4M |
| Axxcess Wealth Management, LLC | 1.64% | Add +11.8% | 660,834 | $66.3M |
| Lee Johnson Capital Management, LLC | 34.20% | Reduce -18.4% | 646,116 | $64.8M |
| Stifel Financial Corp. | 0.07% | Add +16.4% | 645,893 | $64.8M |
| Wellspring Financial Advisors, LLC | 6.74% | Add +8.3% | 642,887 | $64.5M |
| Ridgepath Capital Management LLC | 29.45% | New | 637,022 | $63.9M |
| Transform Wealth, LLC | 3.35% | Add +17864.2% | 601,801 | $60.4M |
| Focus Partners Wealth | 0.16% | Add +28.1% | 599,781 | $60.2M |
| Punch Card Management L.P. | 18.50% | No change | 581,100 | $58.3M |
| Sollinda Capital Management LLC | 15.91% | Add +58.7% | 576,860 | $57.9M |
| Bleakley Financial Group, LLC | 1.71% | Reduce -0.3% | 566,900 | $56.9M |
| Raffa Wealth Management, LLC | 12.97% | Add +9.1% | 555,705 | $55.7M |
| Aveo Capital Partners, LLC | 6.06% | Add +128.5% | 551,490 | $55.3M |
| Hamilton Capital Partners Inc. | 4.11% | Add +217.5% | 549,712 | $55.1M |
| Dynamic Financial Group | 55.60% | — | 545,796 | $54.8M |
| Avos Capital Management, LLC | 43.05% | — | 527,619 | $53.1M |
| Moneco Advisors, LLC | 5.56% | Add +167.0% | 525,276 | $52.7M |
| Wells Fargo & Company | 0.01% | Add +126.8% | 514,828 | $51.6M |
| Millennium Management | 0.04% | Reduce -27.3% | 498,645 | $50.0M |
| Maxi Investments CY Ltd | 9.46% | New | 489,150 | $49.1M |
| Neuberger Berman Group LLC | 0.04% | Add +15.7% | 486,739 | $48.8M |
| Vickerman Investment Advisors, Inc. | 13.15% | Add +38.3% | 482,536 | $48.4M |
| Sequoia Financial Advisors, LLC | 0.46% | Add +28.9% | 479,680 | $48.1M |
| Exencial Wealth Advisors, LLC | 1.76% | Reduce -3.5% | 476,122 | $47.8M |
| Composition Wealth, LLC | 0.94% | Add +173.3% | 462,544 | $46.4M |
| Alpha Wealth Funds, LLC | 47.78% | — | 455,122 | $45.7M |
| NorthCoast Asset Management LLC | 0.22% | Add +40.1% | 451,748 | $45.3M |
| Slow Capital, Inc. | 6.34% | Add +123.6% | 446,251 | $44.8M |
| Creative Planning | 0.04% | Add +21.9% | 445,103 | $44.7M |
| Stratos Wealth Advisors, LLC | 2.09% | Reduce -17.9% | 435,615 | $43.7M |
| One Day In July LLC | 4.40% | Add +35.6% | 418,635 | $42.0M |
| Efficient Frontier Advisors LLC | 27.03% | Reduce -1.7% | 407,479 | $40.9M |
| McElhenny Sheffield Capital Management, LLC | 13.46% | New | 400,289 | $40.2M |
| BlackRock, Inc. | 0.00% | Reduce -61.1% | 398,865 | $40.0M |
| Brookstone Capital Management | 0.58% | Add +101.7% | 394,061 | $39.5M |
| First Wilshire Securities Management Inc. | 10.71% | Add +6.6% | 393,058 | $39.4M |
| Waverly Advisors, LLC | 0.61% | Add +13.4% | 391,743 | $39.3M |
| Sanctuary Advisors, LLC | 0.24% | Reduce -6.7% | 383,691 | $38.6M |
| Bank of New York Mellon Corp | 0.01% | Add +6.4% | 379,627 | $38.1M |
| Coldstream Capital Management Inc. | 0.77% | New | 358,500 | $36.0M |
| Flagship Harbor Advisors, LLC | 1.88% | Add +259.4% | 356,199 | $35.7M |
| Merriman Wealth Management, LLC | 1.48% | Add +1088.5% | 353,423 | $35.5M |
| RIA Advisory Group LLC | 11.96% | Add +1978.6% | 350,582 | $35.2M |
| Focused Wealth Management, Inc | 4.71% | Reduce -4.7% | 347,445 | $34.9M |
| Commonwealth Equity Services, LLC | 0.05% | Add +104.7% | 343,753 | $34.5M |
| VestGen Investment Management | 9.06% | Add +151.3% | 331,056 | $33.2M |
| Opus Capital Group, LLC | 4.04% | Add +11.4% | 317,452 | $31.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -11.9% | 312,875 | $31.4M |
| Selective Wealth Management, Inc. | 12.59% | Add +23.2% | 308,388 | $31.0M |
| Full Sail Capital, LLC | 1.91% | Add +17.3% | 299,424 | $30.0M |
| Advisors Capital Management, LLC | 0.46% | Reduce -8.9% | 292,738 | $29.4M |
| Talon Private Wealth, LLC | 6.08% | New | 290,239 | $29.1M |
| United Capital Financial Advisors, LLC | 0.24% | Add +4.1% | 285,149 | $28.6M |
| Tortoise Investment Management, LLC | 2.97% | Reduce -7.9% | 280,459 | $28.1M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -61.1% | 279,882 | $28.1M |
| L2 Asset Management, LLC | 6.10% | New | 278,678 | $28.0M |
| Almanack Investment Partners, LLC. | 4.19% | Reduce -3.1% | 270,520 | $27.1M |
| Orion Capital Management LLC | 11.83% | Add +8.9% | 267,962 | $26.9M |
| BML Capital Management, LLC | 16.20% | Reduce -3.7% | 260,000 | $26.1M |
| Mariner, LLC | 0.04% | Reduce -24.0% | 259,415 | $26.0M |
| Pecaut & Co. | 8.98% | Add +9.7% | 258,986 | $26.0M |
| MML Investors Services, LLC | 0.09% | Add +37.9% | 254,924 | $25.6M |
| Traphagen Investment Advisors LLC | 2.56% | Reduce -9.7% | 251,005 | $25.2M |
| Worth Asset Management, LLC | 13.39% | Add +270.1% | 249,915 | $25.1M |
| Cynosure Group, LLC | 3.74% | Add +31.6% | 251,141 | $25.0M |
| M. Kulyk & Associates, LLC | 5.13% | Reduce -8.1% | 236,363 | $23.7M |
| Corient Private Wealth LP | 0.04% | Reduce -7.0% | 358,420 | $23.2M |
| Allworth Financial LP | 0.13% | Add +8.4% | 229,314 | $23.1M |
| Tidal Investments LLC | 0.18% | Add +240.2% | 220,012 | $22.1M |
| Stephens Inc. | 0.31% | Reduce -12.7% | 218,524 | $21.9M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +82.2% | 215,635 | $21.6M |
| Kohmann Bosshard Financial Services, LLC | 2.59% | Add +1.3% | 215,234 | $21.6M |
| Alpha Advisors, LLC | 21.81% | — | 211,140 | $21.2M |
| Fiduciary Financial Group, LLC | 4.60% | Add +140.1% | 208,903 | $21.0M |
| RFG Advisory, LLC | 0.59% | Add +2.1% | 208,478 | $20.9M |
| Mader & Shannon Wealth Management, Inc. | 12.91% | Reduce -14.1% | 208,170 | $20.9M |
| Laurel Wealth Advisors LLC | 3.25% | Add +5.5% | 207,205 | $20.8M |
| Armstrong Advisory Group, Inc. | 1.63% | Add +9.8% | 202,987 | $20.4M |
| Trek Financial, LLC | 1.52% | Add +4.8% | 202,223 | $20.3M |
| Kestra Advisory Services, LLC | 0.11% | Add +11.6% | 199,023 | $20.0M |
| Owen LaRue, LLC | 10.41% | Add +617.3% | 198,636 | $19.9M |
| Wedbush Securities Inc. | 0.71% | Add +8.5% | 197,638 | $19.8M |
| IFS Advisors, LLC | 15.47% | Reduce -0.5% | 196,171 | $19.7M |
| SVB Wealth LLC | 0.37% | New | 195,165 | $19.6M |
| Kingsview Wealth Management, LLC | 0.38% | Reduce -4.8% | 192,204 | $19.3M |
| SouthState Bank Corp | 1.26% | Add +12265.6% | 191,667 | $19.2M |
| Perigon Wealth Management, LLC | 0.47% | Add +34.0% | 188,192 | $18.9M |
| Private Advisor Group, LLC | 0.11% | Add +4.1% | 188,119 | $18.9M |
| Five Oceans Advisors | 8.59% | Add +48.3% | 186,661 | $18.7M |
| Prudent Investors Network, Inc. | 5.45% | Add +10.5% | 185,483 | $18.6M |
| Meeder Advisory Services, Inc. | 1.16% | Add +3.5% | 184,937 | $18.6M |
| 3EDGE Asset Management, LP | 1.13% | New | 182,233 | $18.3M |
| Cornerstone Enterprises, LLC | 10.88% | Reduce -29.4% | 180,564 | $18.1M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +11.5% | 178,278 | $17.9M |
| Bangor Savings Bank | 1.66% | Add +16.6% | 176,767 | $17.7M |
| Farther Finance Advisors, LLC | 0.64% | Add +507.4% | 175,798 | $17.6M |
| TT Capital Management LLC | 13.79% | — | 172,162 | $17.3M |
| Maridea Wealth Management LLC | 5.57% | — | 172,114 | $17.3M |
| Peak Retirement Planning, Inc. | 11.33% | — | 166,972 | $16.8M |
| Truist Financial Corp. | 0.03% | Reduce -8.0% | 165,420 | $16.6M |
| Kestra Private Wealth Services, LLC | 0.28% | Add +774.8% | 164,634 | $16.5M |
| Farnam Financial LLC | 16.43% | Add +12.6% | 156,695 | $15.7M |
| Buck Wealth Strategies, LLC | 3.26% | Add +52.0% | 156,306 | $15.7M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +1.8% | 156,016 | $15.7M |
| Scotia Capital Inc. | 0.08% | Reduce -21.0% | 155,813 | $15.6M |
| Wealthfront Advisers LLC | 0.05% | Add +105.9% | 154,654 | $15.5M |
| Transce3nd, LLC | 5.24% | — | 154,195 | $15.5M |
| Westfuller Advisors, LLC | 9.80% | Add +1.6% | 153,763 | $15.4M |
| RMR Capital Management, LLC | 11.47% | Add +57.5% | 153,581 | $15.4M |
| Omnia Family Wealth, LLC | 6.35% | Reduce -0.4% | 153,040 | $15.4M |
| Main Management LLC | 1.25% | New | 152,572 | $15.3M |
| Stonekeep Investments, LLC | 11.35% | Reduce -4.1% | 151,913 | $15.2M |
| Heritage Oak Wealth Advisors LLC | 7.10% | Add +1952.0% | 148,158 | $14.9M |
| Michael A. Dubis Financial Planning, LLC | 13.97% | — | 144,008 | $14.4M |
| Altiora Financial Group, LLC | 3.13% | Add +23.7% | 143,563 | $14.4M |
| Eagle Ridge Investment Management | 1.25% | Add +2.6% | 143,397 | $14.4M |
| Thrivent Financial for Lutherans | 0.03% | Add +23.0% | 143,086 | $14.4M |
| Crescent Grove Advisors, LLC | 1.42% | Reduce -1.6% | 142,774 | $14.3M |
| Impact Partnership Wealth, LLC | 2.89% | Reduce -5.2% | 142,609 | $14.3M |
| Sterling Investment Advisors LLC | 8.35% | Add +7.3% | 142,427 | $14.3M |
| Cornerstone Advisors Asset Management, LLC | 3.08% | Add +4.9% | 141,911 | $14.2M |
| Focus Partners Advisor Solutions, LLC | 0.24% | Add +2197.9% | 139,871 | $14.0M |
| Sowell Financial Services LLC | 0.73% | Add +53.6% | 138,164 | $13.9M |
| Twelve Points Wealth Management LLC | 3.98% | Add +185.8% | 137,879 | $13.8M |
| Mgo One Seven LLC | 0.53% | Add +34.5% | 137,527 | $13.8M |
| Turim 21 Investimentos Ltda. | 3.57% | New | 136,177 | $13.7M |
| Advisors Preferred, LLC | 2.20% | Add +0.5% | 136,230 | $13.7M |
| Keystone Financial Group, Inc. | 11.02% | — | 135,765 | $13.6M |
| Blume Capital Management, Inc. | 2.99% | Add +12.0% | 132,734 | $13.3M |
| Dominguez Wealth Management Solutions, Inc. | 9.65% | Add +0.6% | 131,840 | $13.2M |
| Panoramic Capital Partners, LLC | 11.62% | — | 131,803 | $13.2M |
| Smithfield Trust Co | 0.65% | Reduce -11.1% | 129,877 | $13.0M |
| Greenline Partners, LLC | 1.81% | Add +1724.5% | 128,811 | $12.9M |
| Nottingham Advisors, Inc. | 1.62% | Reduce -10.8% | 127,581 | $12.8M |
| Kathleen S. Wright Associates Inc. | 5.24% | Reduce -8.5% | 125,395 | $12.6M |
| Strait & Sound Wealth Management LLC | 5.80% | Reduce -8.9% | 124,473 | $12.5M |
| Retirement Capital Strategies | 4.56% | Add +3001.6% | 119,999 | $12.0M |
| Smith Anglin Financial, LLC | 1.12% | Add +3.5% | 119,349 | $12.0M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -12.0% | 118,293 | $11.9M |
| Woodmont Investment Counsel LLC | 0.86% | Reduce -12.1% | 115,418 | $11.6M |
| Emprise Bank | 6.51% | Reduce -2.3% | 114,877 | $11.5M |
| World Investment Advisors | 0.32% | Add +563.3% | 114,768 | $11.5M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +11.4% | 113,050 | $11.3M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +11.4% | 113,050 | $11.3M |
| Centaurus Financial, Inc. | 0.69% | Reduce -44.4% | 111,989 | $11.2M |
| Stableford Capital II LLC | 4.37% | Add +152.2% | 110,144 | $11.0M |
| Clearstead Advisors, LLC | 0.17% | Reduce -2.6% | 110,117 | $11.0M |
| Trajan Wealth LLC | 0.61% | Reduce -2.7% | 109,348 | $11.0M |
| Cwm, LLC | 0.04% | Reduce -40.9% | 107,825 | $10.8M |
| Lido Advisors, LLC | 0.07% | Add +65.4% | 106,865 | $10.7M |
| AE Wealth Management LLC | 0.09% | Reduce -80.8% | 106,109 | $10.6M |
| International Assets Investment Management, LLC | 0.88% | New | 104,933 | $10.5M |
| Anson Capital, Inc. | 9.10% | Add +11.6% | 104,082 | $10.4M |
| Heck Capital Advisors, LLC | 1.16% | Reduce -9.8% | 101,133 | $10.1M |
| Sage Rhino Capital LLC | 2.20% | Add +96.2% | 100,561 | $10.1M |
| Vivid Wealth Management, LLC | 5.06% | Add +9.5% | 99,726 | $10.0M |
| Berkshire Asset Management LLC | 0.47% | Add +527.0% | 99,398 | $10.0M |
| Highland Financial Advisors, LLC | 3.46% | Add +0.9% | 99,629 | $10.0M |
| One Degree Advisors Inc | 4.03% | Add +688.2% | 98,585 | $9.9M |
| Oppenheimer Asset Management Inc. | 0.12% | Reduce -4.1% | 98,130 | $9.8M |
| CFS Investment Advisory Services, LLC | 0.87% | New | 96,213 | $9.7M |
| Deane Retirement Strategies, Inc. | 4.81% | Reduce -21.3% | 95,356 | $9.6M |
| Leavell Investment Management, Inc. | 0.47% | Add +20.4% | 95,127 | $9.5M |
| CWA Asset Management Group, LLC | 0.48% | Reduce -12.3% | 94,560 | $9.5M |
| Valmark Advisers, Inc. | 0.15% | Add +6.6% | 93,624 | $9.4M |
| St Germain D J Co. Inc. | 0.42% | Add +19.0% | 92,973 | $9.3M |
| Flagship Private Wealth, LLC | 4.43% | Add +120.8% | 91,666 | $9.2M |
| Mascoma Wealth Management LLC | 2.31% | Reduce -0.4% | 91,626 | $9.2M |
| Ashton Thomas Private Wealth, LLC | 0.36% | Add +3.9% | 91,462 | $9.2M |
| Castle Rock Wealth Management, LLC | 2.18% | Reduce -8.8% | 91,026 | $9.1M |
| Carnegie Investment Counsel | 0.26% | Add +215.0% | 90,403 | $9.1M |
| CENTRAL TRUST Co | 0.22% | Reduce -0.6% | 89,268 | $9.0M |
| Baker Ellis Asset Management LLC | 1.30% | Reduce -7.1% | 88,118 | $8.8M |
| Magnolia Private Wealth, LLC | 7.84% | — | 87,797 | $8.8M |
| Signet Financial Management, LLC | 1.12% | Add +2.9% | 87,435 | $8.8M |
| Fortis Group Advisors, LLC | 1.61% | Reduce -9.0% | 86,416 | $8.7M |
| US Bancorp \de | 0.01% | Reduce -10.6% | 85,606 | $8.6M |
| Campbell Wealth Management | 0.77% | Add +57.4% | 84,902 | $8.5M |
| CIBC Private Wealth Group LLC | 0.02% | Add +38.6% | 83,407 | $8.4M |
| Cypress Capital, LLC | 2.36% | Reduce -19.5% | 82,410 | $8.3M |
| Integrity Alliance, Llc. | 0.89% | — | 81,580 | $8.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | New | 81,500 | $8.2M |
| Relyea Zuckerberg Hanson LLC | 1.09% | Add +121.1% | 81,008 | $8.1M |
| Greenwich Wealth Management LLC | 0.57% | Reduce -28.0% | 80,117 | $8.0M |
| Accurate Wealth Management, LLC | 1.54% | Add +1356.9% | 79,822 | $8.0M |
| Atria Investments, Inc | 0.10% | Reduce -60.4% | 78,682 | $7.9M |
| Segall Bryant & Hamill, LLC | 0.11% | Reduce -23.6% | 78,106 | $7.8M |
| Curi Capital, LLC | 0.18% | Reduce -0.5% | 77,799 | $7.8M |
| Blue Trust, Inc. | 0.10% | Reduce -89.5% | 76,706 | $7.7M |
| Clear Creek Financial Management, LLC | 0.83% | Reduce -15.3% | 76,555 | $7.7M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -0.2% | 76,077 | $7.6M |
| Portfolio Design Labs, LLC | 1.55% | New | 75,218 | $7.5M |
| M & L Capital Management Ltd | 1.83% | — | 74,700 | $7.5M |
| Evergreen Capital Management LLC | 0.24% | Add +41.7% | 74,087 | $7.4M |
| Integrated Wealth Concepts LLC | 0.09% | Add +28.9% | 73,201 | $7.3M |
| Virtue Capital Management, LLC | 1.47% | Add +2744.1% | 72,553 | $7.3M |
| Hilltop Holdings Inc. | 0.45% | Reduce -34.8% | 71,810 | $7.2M |
| Motive Wealth Advisors | 3.83% | New | 71,075 | $7.1M |
| Value Aligned Research Advisors, LLC | 1.99% | New | 71,010 | $7.1M |
| Private Advisory Group LLC | 0.79% | Add +237.0% | 70,323 | $7.1M |
| Beacon Capital Management, LLC | 0.91% | Add +21.1% | 69,679 | $7.0M |
| Koa Wealth Management, LLC | 5.61% | Add +19.9% | 68,396 | $6.9M |
| Ade, LLC | 4.17% | Add +14.7% | 67,691 | $6.8M |
| Bank of Montreal | 0.00% | Add +594.9% | 67,052 | $6.7M |
| Watchman Group, Inc. | 1.76% | Reduce -13.5% | 66,710 | $6.7M |
| Strategic Advisors LLC | 1.20% | Reduce -18.9% | 66,389 | $6.7M |
| Mesirow Financial Investment Management, Inc. | 0.13% | New | 64,860 | $6.5M |
| Sound Financial Strategies Group, LLC | 5.41% | Reduce -4.7% | 64,660 | $6.5M |
| Sepio Capital, LP | 0.52% | New | 64,500 | $6.5M |
| ORG Partners LLC | 0.89% | Add +24.5% | 64,235 | $6.4M |
| NewEdge Advisors, LLC | 0.04% | Add +5.6% | 64,241 | $6.4M |
| Horizon Investments, LLC | 0.18% | Reduce -0.4% | 64,365 | $6.4M |
| Destination Wealth Management | 0.20% | Add +3.5% | 63,634 | $6.4M |
| Sigma Planning Corp | 0.20% | Reduce -11.1% | 62,880 | $6.3M |
| Townsquare Capital LLC | 0.07% | Add +39.5% | 62,605 | $6.3M |
| Pathstone Holdings, LLC | 0.03% | Reduce -33.7% | 61,809 | $6.2M |
| Studio Investment Management LLC | 1.29% | Reduce -5.9% | 60,468 | $6.1M |
| Heritage Wealth Management, Inc./Texas | 3.55% | Reduce -4.3% | 60,198 | $6.0M |
| Crown Wealth Group, LLC | 2.45% | Add +205.8% | 60,138 | $6.0M |
| Advisory Services Network, LLC | 0.11% | Add +15.2% | 59,929 | $6.0M |
| Diversified Trust Co. | 0.14% | Add +3.0% | 59,134 | $5.9M |
| MN Wealth Advisors, LLC | 3.32% | Add +303.8% | 58,833 | $5.9M |
| Diversify Advisory Services, LLC | 0.32% | Add +3.1% | 58,405 | $5.9M |
| Founders Financial Securities LLC | 0.53% | Reduce -0.8% | 58,211 | $5.8M |
| Professional Financial Advisors, LLC | 1.47% | Add +6.6% | 57,218 | $5.7M |
| Clayton Partners LLC | 3.92% | Reduce -16.9% | 56,452 | $5.7M |
| Red Wave Investments LLC | 1.98% | New | 56,438 | $5.7M |
| First Pacific Advisors, LP | 0.08% | Add +35.8% | 55,996 | $5.6M |
| Jim Saulnier & Associates, LLC | 4.83% | New | 55,816 | $5.6M |
| Ackerman Capital Advisors, LLC | 1.46% | Reduce -7.3% | 55,601 | $5.6M |
| Arjuna Capital | 1.46% | Reduce -7.6% | 54,564 | $5.5M |
| J2 Capital Management Inc | 5.12% | — | 54,374 | $5.5M |
| Warren Street Wealth Advisors, LLC | 2.23% | Add +4.6% | 54,151 | $5.4M |
| Grantvest Financial Group LLC | 6.00% | — | 53,546 | $5.4M |
| Lincoln Capital Corp. | 2.21% | Reduce -24.9% | 53,467 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +0.3% | 53,349 | $5.4M |
| Clarity Financial LLC | 0.64% | Add +196.1% | 53,248 | $5.3M |
| Ameritas Advisory Services, LLC | 0.18% | Add +3.0% | 53,019 | $5.3M |
| StoneX Group Inc. | 0.29% | Add +39.4% | 52,585 | $5.3M |
| Klein Pavlis & Peasley Financial, Inc. | 4.24% | Add +99.6% | 52,274 | $5.2M |
| Cary Street Partners Financial LLC | 0.17% | — | 51,616 | $5.2M |
| VanWeelden Wealth Management, LLC | 4.66% | — | 51,465 | $5.2M |
| Golden State Wealth Management, LLC | 0.77% | — | 50,914 | $5.1M |
| Cibc World Market Inc. | 0.01% | Reduce -41.5% | 50,721 | $5.1M |
| Members Wealth LLC | 3.78% | — | 50,386 | $5.1M |
| Comerica Bank | 0.02% | Add +13.3% | 49,866 | $5.0M |
| Brown Advisory Inc. | 0.01% | Add +23.2% | 49,839 | $5.0M |
| Enhancing Capital LLC | 3.99% | — | 49,836 | $5.0M |
| Evermay Wealth Management LLC | 0.75% | Reduce -9.9% | 49,622 | $5.0M |
| Saxony Capital Management, LLC | 4.37% | New | 49,463 | $5.0M |
| Ridgeline Wealth, LLC | 3.99% | — | 48,826 | $4.9M |
| Jmac Enterprises LLC | 0.76% | Add +18.4% | 48,490 | $4.9M |
| Planned Solutions, Inc. | 1.98% | Add +708.6% | 48,202 | $4.8M |
| Brighton Jones LLC | 0.14% | New | 47,950 | $4.8M |
| Friedenthal Financial | 2.78% | Add +1263.6% | 47,425 | $4.8M |
| Marion Wealth Management | 1.25% | Reduce -0.4% | 47,096 | $4.7M |
| Alesco Advisors, LLC, An ESL Co | 0.15% | Add +18.0% | 47,026 | $4.7M |
| Hubbell Strickland Wealth Management, LLC | 2.23% | Reduce -12.9% | 46,856 | $4.7M |
| Core Wealth Partners LLC | 2.65% | Add +39.3% | 46,140 | $4.6M |
| Equitable Holdings, Inc. | 0.04% | Reduce -5.0% | 45,814 | $4.6M |
| Root Financial Partners, LLC | 0.57% | Add +56.9% | 45,460 | $4.6M |
| Americana Partners, LLC | 0.19% | Reduce -36.1% | 45,438 | $4.6M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Add +29.6% | 43,678 | $4.4M |
| Anderson Hoagland & Co. | 0.45% | New | 43,580 | $4.4M |
| 325 Capital LLC | 1.64% | No change | 42,184 | $4.2M |
| Archer Investment Corp | 1.13% | Reduce -5.5% | 42,122 | $4.2M |
| Wisconsin Capital Management LLC | 2.32% | Reduce -4.1% | 42,032 | $4.2M |
| Retireful, LLC | 2.36% | Add +46.7% | 41,841 | $4.2M |
| Principal Securities, Inc. | 0.09% | Add +24.6% | 41,667 | $4.2M |
| Stansberry Asset Management, LLC | 0.57% | Add +7.2% | 41,255 | $4.1M |
| McAdam, LLC | 0.23% | Add +21.9% | 41,126 | $4.1M |
| Beaumont Financial Advisors, LLC | 0.30% | Add +6.2% | 40,480 | $4.1M |
| Foster & Motley Inc. | 0.26% | Add +181.4% | 40,375 | $4.0M |
| Smith, Moore & Co. | 0.37% | Reduce -66.2% | 40,179 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +6.9% | 40,148 | $4.0M |
| Huntleigh Advisors, Inc. | 0.85% | — | 39,413 | $4.0M |
| Courier Capital LLC | 0.27% | New | 39,334 | $3.9M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Add +77.7% | 38,916 | $3.9M |
| Ethos Financial Group, LLC | 0.51% | Reduce -2.2% | 38,754 | $3.9M |
| Montgomery Investment Management Inc. | 1.51% | Add +144.5% | 38,140 | $3.8M |
| Parkside Financial Bank & Trust | 0.51% | Reduce -25.6% | 38,106 | $3.8M |
| GTS Securities LLC | 0.18% | Reduce -51.5% | 37,690 | $3.8M |
| Fort Point Capital Partners LLC | 0.42% | Add +194.8% | 37,340 | $3.7M |
| Assetmark, Inc. | 0.01% | Add +215.4% | 36,932 | $3.7M |
| Hayek Kallen Investment Management | 1.34% | Add +42.2% | 36,825 | $3.7M |
| PCG Asset Management, LLC | 3.21% | — | 36,430 | $3.7M |
| Greenspring Advisors, LLC | 0.80% | Add +16.5% | 36,411 | $3.7M |
| Financial Advisory Partners, LLC | 1.21% | Reduce -20.1% | 36,283 | $3.6M |
| Guggenheim Capital LLC | 0.03% | Add +7.2% | 36,249 | $3.6M |
| Red Crane Wealth Management, LLC | 3.42% | — | 35,999 | $3.6M |
| Diversified Portfolios, Inc. | 0.39% | Add +2.2% | 35,967 | $3.6M |
| Texas Yale Capital Corp. | 0.14% | No change | 35,925 | $3.6M |
| Strategic Financial Concepts, LLC | 0.69% | Add +17.6% | 35,862 | $3.6M |
| Cowa, LLC | 1.71% | Reduce -9.4% | 34,961 | $3.5M |
| Arax Advisory Partners | 0.22% | Add +11496.3% | 34,209 | $3.4M |
| First Foundation Advisors | 0.13% | Add +39.8% | 33,985 | $3.4M |
| Scratch Capital LLC | 4.04% | — | 32,963 | $3.3M |
| Portland Global Advisors LLC | 0.42% | Reduce -44.4% | 32,771 | $3.3M |
| New Harbor Financial Group, LLC | 0.96% | Add +4.0% | 31,998 | $3.2M |
| Fiduciary Family Office, LLC | 0.96% | New | 31,998 | $3.2M |
| Kingstone Capital Partners Texas, LLC | 2.56% | — | 31,335 | $3.1M |
| Faithward Advisors, LLC | 0.52% | Add +315.5% | 30,690 | $3.1M |
| Brasada Capital Management, LP | 0.54% | Reduce -52.9% | 30,364 | $3.1M |
| Peak Financial Advisors LLC | 1.58% | New | 30,260 | $3.0M |
| Win Advisors, Inc. | 1.46% | New | 30,080 | $3.0M |
| Headinvest, LLC | 0.56% | Add +4.6% | 29,640 | $3.0M |
| Altus Wealth Group LLC | 1.31% | Add +10.7% | 29,419 | $3.0M |
| Farrow Financial, Inc. | 1.90% | Add +983.4% | 29,252 | $2.9M |
| Everstar Asset Management, LLC | 2.05% | Add +3.4% | 28,855 | $2.9M |
| Benjamin Edwards Inc. | 0.04% | Add +1.8% | 28,595 | $2.9M |
| Advisory Research Inc. | 0.47% | New | 28,346 | $2.8M |
| Bison Wealth, LLC | 0.62% | Add +161.2% | 28,209 | $2.8M |
| Ascentis Independent Advisors | 0.53% | Add +590.4% | 27,872 | $2.8M |
| Simon Quick Advisors, LLC | 0.17% | Add +8.9% | 27,791 | $2.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.04% | Add +10.1% | 27,274 | $2.7M |
| Breakthru Advisory Services, LLC | 2.46% | — | 27,110 | $2.7M |
| PFG Investments, LLC | 0.17% | Add +0.4% | 26,663 | $2.7M |
| Norris Financial Group, LLC | 1.25% | Add +39.6% | 26,464 | $2.7M |
| Lionshead Wealth Management, LLC | 1.89% | — | 26,113 | $2.6M |
| Betterment LLC | 0.01% | Add +0.9% | 26,046 | $2.6M |
| Glen Eagle Advisors, LLC | 0.43% | Reduce -0.1% | 25,875 | $2.6M |
| Beacon Financial Group | 0.28% | Add +2.3% | 25,647 | $2.6M |
| Successful Portfolios LLC | 1.71% | Add +19.8% | 25,449 | $2.6M |
| Empowered Funds, LLC | 0.04% | Add +48.5% | 25,149 | $2.5M |
| Shepherd Kaplan Krochuk, LLC | 2.10% | Add +11.5% | 25,014 | $2.5M |
| Prelude Capital Management, LLC | 0.21% | No change | 25,000 | $2.5M |
| Talisman Wealth Advisors LLC | 2.66% | Reduce -22.7% | 24,967 | $2.5M |
| Rothschild Investment LLC | 0.16% | Reduce -1.5% | 24,937 | $2.5M |
| Willow Creek Wealth Management Inc. | 0.25% | Reduce -61.8% | 24,871 | $2.5M |
| Night Owl Capital Management, LLC | 0.32% | Add +47.6% | 24,755 | $2.5M |
| GeoWealth Management, LLC | 0.08% | Add +1680.9% | 24,630 | $2.5M |
| Ridgewood Investments LLC | 1.19% | Add +713.3% | 24,505 | $2.5M |
| Baring Financial LLC | 2.17% | — | 24,299 | $2.4M |
| Guidance Capital, Inc. | 0.74% | Add +1.4% | 24,040 | $2.4M |
| HHM Wealth Advisors, LLC | 0.33% | Reduce -2.4% | 23,896 | $2.4M |
| Avidian Wealth Enterprises, LLC | 0.11% | Add +20.9% | 23,792 | $2.4M |
| Sprott Inc. | 0.16% | Add +795.6% | 23,715 | $2.4M |
| Factor Wealth Management LTD | 0.78% | — | 23,561 | $2.4M |
| Emerald Advisors, LLC | 0.32% | Add +167.3% | 23,208 | $2.3M |
| Transamerica Financial Advisors, LLC | 0.23% | Reduce -0.9% | 22,670 | $2.3M |
| JDM Financial Group LLC | 1.18% | Add +16.8% | 22,557 | $2.3M |
| Pinnacle Wealth Management Group, Inc. | 1.41% | Reduce -10.9% | 22,524 | $2.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.63% | Add +283.5% | 22,352 | $2.2M |
| Sound Income Strategies, LLC | 0.13% | Add +86.9% | 21,492 | $2.2M |
| Commonwealth Financial Services, LLC | 0.42% | Reduce -69.1% | 21,468 | $2.2M |
| Winthrop Capital Management, LLC | 0.57% | New | 21,465 | $2.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +15.9% | 19,433 | $2.2M |
| Capital Advisors Wealth Management, LLC | 0.38% | Add +129.0% | 21,225 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.49% | Add +5.3% | 20,986 | $2.1M |
| Realta Investment Advisors | 0.85% | Add +2.3% | 20,762 | $2.1M |
| Cove Private Wealth, LLC | 1.28% | New | 20,750 | $2.1M |
| Alterna Wealth Management, Inc. | 1.73% | Add +22.9% | 20,486 | $2.1M |
| Silver Lake Advisory, LLC | 0.89% | Add +20.8% | 20,166 | $2.0M |
| 4WEALTH Advisors, Inc. | 2.07% | — | 20,165 | $2.0M |
| Waterfront Wealth Inc. | 0.49% | Reduce -5.4% | 20,090 | $2.0M |
| TD Waterhouse Canada Inc. | 0.02% | Add +191.8% | 20,064 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1634.6% | 19,879 | $2.0M |
| Gallagher Fiduciary Advisors, LLC | 0.39% | Add +9.9% | 19,868 | $2.0M |
| 1900 Wealth Management LLC | 0.17% | Add +99.8% | 19,773 | $2.0M |
| Dynamic Wealth Strategies, LLC | 1.74% | New | 19,522 | $2.0M |
| Blueprint Investment Partners LLC | 0.31% | New | 19,510 | $2.0M |
| Altura Wealth Advisors Inc. | 1.43% | Reduce -48.5% | 19,323 | $1.9M |
| Baker Avenue Asset Management, LP | 0.06% | Add +38.4% | 19,085 | $1.9M |
| Oak Harvest Investment Services | 0.26% | Add +32.3% | 18,678 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +58.7% | 18,342 | $1.8M |
| Capital Planning LLC | 0.48% | Add +811.5% | 18,139 | $1.8M |
| True Link Financial Advisors, LLC | 0.15% | Add +0.7% | 18,125 | $1.8M |
| CW Advisors, LLC | 0.03% | Reduce -48.6% | 18,112 | $1.8M |
| Legacy Edge Advisors, LLC | 0.29% | Reduce -46.2% | 18,054 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +1786100.0% | 17,862 | $1.8M |
| Simplicity Wealth,LLC | 0.37% | Add +110.8% | 17,791 | $1.8M |
| Alpha Financial Partners LLC | 1.41% | New | 17,721 | $1.8M |
| Financial Strategies Group, Inc. | 0.42% | Add +18.8% | 17,593 | $1.8M |
| Eagle Bay Advisors LLC | 1.10% | Add +4.5% | 17,491 | $1.8M |
| Trust Co. of Vermont | 0.09% | New | 17,490 | $1.8M |
| Sheridan Capital Management, LLC | 1.22% | Reduce -2.3% | 17,338 | $1.7M |
| UMB Bank, n.a. | 0.03% | New | 17,025 | $1.7M |
| SwitchPoint Financial Planning, LLC | 1.62% | — | 16,895 | $1.7M |
| Partners Wealth Management, LLC | 1.92% | — | 16,866 | $1.7M |
| Gotham Asset Management | 0.02% | No change | 16,827 | $1.7M |
| Raleigh Capital Management Inc. | 0.65% | Add +1681400.0% | 16,815 | $1.7M |
| Elevation Wealth Partners, LLC | 0.71% | New | 16,808 | $1.7M |
| Intrua Financial, LLC | 0.27% | Reduce -1.9% | 16,636 | $1.7M |
| Meridian Wealth Management, LLC | 0.08% | Add +36.4% | 16,548 | $1.7M |
| Gateway Wealth Partners, LLC | 0.42% | Add +37.5% | 16,248 | $1.6M |
| Congress Asset Management Co. | 0.01% | Reduce -54.0% | 16,048 | $1.6M |
| Regency Capital Management Inc.\DE | 0.87% | Add +9.4% | 16,009 | $1.6M |
| WealthTrust Asset Management, LLC | 1.15% | New | 15,924 | $1.6M |
| Compagnie Lombard Odier SCmA | 0.02% | Add +78.9% | 15,914 | $1.6M |
| Crews Bank & Trust | 0.26% | — | 15,346 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +137.0% | 15,146 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -65.1% | 15,079 | $1.5M |
| Victory Financial Group, LLC | 0.39% | — | 14,937 | $1.5M |
| Vise Technologies, Inc. | 0.12% | New | 14,897 | $1.5M |
| Global Assets Advisory, LLC | 0.82% | Reduce -1.4% | 14,769 | $1.5M |
| Discipline Wealth Solutions, LLC | 0.68% | Add +55.4% | 14,720 | $1.5M |
| Meitav Investment House Ltd. | 0.02% | Add +2.8% | 14,622 | $1.5M |
| Wealthedge Investment Advisors, LLC | 0.66% | — | 14,537 | $1.5M |
| &partners | 0.02% | Add +37.4% | 14,475 | $1.5M |
| Salomon & Ludwin, LLC | 0.15% | Reduce -0.0% | 14,315 | $1.4M |
| Prosperity Wealth Management, Inc. | 0.59% | Reduce -0.5% | 14,224 | $1.4M |
| Elevate Capital Advisors, LLC | 1.24% | — | 14,060 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -6.5% | 14,019 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +7.7% | 13,998 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +274.9% | 13,961 | $1.4M |
| Elevated Capital Advisors, LLC | 0.38% | Add +3.2% | 13,761 | $1.4M |
| United Advisor Group, LLC | 0.27% | Add +95.5% | 13,760 | $1.4M |
| Vision Capital Management, Inc. | 0.20% | Add +51.4% | 13,713 | $1.4M |
| Angeles Wealth Management, LLC | 0.11% | New | 13,667 | $1.4M |
| Aire Advisors, LLC | 0.28% | No change | 13,650 | $1.4M |
| Global Retirement Partners, LLC | 0.04% | Add +1.4% | 13,622 | $1.4M |
| Lantz Financial LLC | 0.36% | Add +15.1% | 13,380 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +44.5% | 13,300 | $1.3M |
| Independent Wealth Network Inc. | 0.54% | New | 13,284 | $1.3M |
| Good Life Advisors, LLC | 0.09% | Add +1.2% | 12,862 | $1.3M |
| Argent Trust Co | 0.05% | Add +72.6% | 12,729 | $1.3M |
| Values First Advisors, Inc. | 0.70% | Reduce -17.1% | 12,728 | $1.3M |
| Certior Financial Group, LLC | 1.13% | — | 12,714 | $1.3M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -52.8% | 12,670 | $1.3M |
| Encompass More Asset Management | 0.42% | Reduce -9.9% | 12,649 | $1.3M |
| RFG - Bristol Wealth Advisors, LLC | 0.42% | — | 12,648 | $1.3M |
| Riggs Capital Management LLC | 1.24% | — | 12,601 | $1.3M |
| Waycross Investment Management Co | 1.32% | Add +0.5% | 12,516 | $1.3M |
| Sincerus Advisory, LLC | 1.34% | — | 12,471 | $1.3M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -1.3% | 12,354 | $1.2M |
| Bravias Capital Group, LLC | 1.01% | — | 12,310 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Reduce -20.7% | 12,272 | $1.2M |
| PFG Advisors | 0.07% | Add +287.9% | 11,982 | $1.2M |
| Steele Capital Management, Inc. | 0.06% | Reduce -12.5% | 11,913 | $1.2M |
| Ironwood Investment Management LLC | 0.59% | No change | 11,905 | $1.2M |
| Hobbs Group Advisors, LLC | 0.45% | Add +14.6% | 11,881 | $1.2M |
| Axis Wealth Partners, LLC | 1.00% | — | 11,784 | $1.2M |
| Vishria Bird Financial Group, LLC | 0.41% | Reduce -0.1% | 11,752 | $1.2M |
| Columbia Advisory Partners LLC | 1.07% | New | 11,462 | $1.1M |
| Austin Private Wealth, LLC | 0.11% | Add +155.8% | 11,437 | $1.1M |
| Vertex Planning Partners, LLC | 0.25% | Add +91.1% | 11,345 | $1.1M |
| CPR Investments Inc. | 1.01% | Reduce -38.0% | 11,105 | $1.1M |
| Serenus Wealth Advisors, LLC | 0.19% | — | 11,054 | $1.1M |
| MB Generational Wealth, LLC | 0.81% | New | 11,034 | $1.1M |
| Collier Financial | 0.98% | — | 10,908 | $1.1M |
| Prostatis Group LLC | 0.31% | New | 10,527 | $1.1M |
| Choate Investment Advisors | 0.03% | Add +8.3% | 10,507 | $1.1M |
| Consultiva Wealth Management, Corp. | 5.15% | Add +1.1% | 10,232 | $1.0M |
| Private Management Group Inc. | 0.04% | Reduce -2.1% | 10,192 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.9% | 10,129 | $1.0M |
| Bristlecone Advisors, LLC | 0.08% | Reduce -12.7% | 10,057 | $1.0M |
| Hunter Associates Investment Management LLC | 0.15% | Reduce -48.0% | 9,946 | $1.0M |
| RDA Financial Network | 0.29% | Reduce -34.2% | 10,019 | $1.0M |
| HM Payson & Co. | 0.02% | No change | 10,000 | $1.0M |
| Vontobel Holding Ltd. | 0.00% | New | 10,000 | $1.0M |
| CoreCap Advisors, LLC | 0.05% | Add +6.7% | 9,868 | $990K |
| Larson Financial Group LLC | 0.05% | New | 9,825 | $986K |
| IFG Advisors, LLC | 0.19% | Reduce -13.4% | 9,702 | $973K |
| Strategic Blueprint, LLC | 0.06% | Add +29.6% | 9,650 | $968K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +158.7% | 9,534 | $956K |
| Regal Investment Advisors LLC | 0.07% | Reduce -49.3% | 9,500 | $953K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -15.7% | 9,411 | $944K |
| Alta Wealth Advisors LLC | 0.41% | New | 9,403 | $943K |
| Parallel Advisors, LLC | 0.02% | Add +2.2% | 9,379 | $941K |
| Rwa Wealth Partners, LLC | 0.01% | Add +9.4% | 9,279 | $931K |
| Cosner Financial Group, LLC | 0.58% | Add +0.1% | 9,155 | $918K |
| N.E.W. Advisory Services LLC | 0.09% | New | 9,125 | $915K |
| Verus Capital Partners, LLC | 0.09% | Add +33.5% | 8,901 | $893K |
| Modera Wealth Management, LLC | 0.01% | Reduce -26.5% | 8,868 | $890K |
| Perennial Investment Advisors, LLC | 0.10% | Add +9.7% | 8,831 | $886K |
| Sonoma Private Wealth LLC | 1.42% | Add +7.1% | 8,771 | $880K |
| Nwam LLC | 0.05% | Add +28.1% | 8,769 | $880K |
| Klaas Financial Asset Advisors, LLC | 0.15% | Add +3.3% | 8,711 | $874K |
| Mills Wealth Advisors LLC | 0.50% | New | 8,693 | $872K |
| Novak & Powell Financial Services, Inc. | 0.51% | New | 8,589 | $862K |
| Advisory Alpha, LLC | 0.03% | Reduce -4.2% | 8,567 | $859K |
| Denali Advisors LLC | 0.09% | Reduce -46.2% | 8,504 | $853K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +0.7% | 8,091 | $812K |
| Tandem Investment Partners LLC | 0.77% | — | 8,058 | $808K |
| Sectoral Asset Management Inc. | 0.54% | Reduce -47.4% | 8,000 | $803K |
| WCM Investment Management, LLC | 0.00% | No change | 7,902 | $792K |
| Sellwood Investment Partners LLC | 0.42% | — | 7,854 | $788K |
| Spartan Planning & Wealth Management | 0.72% | — | 7,808 | $783K |
| Venturi Wealth Management, LLC | 0.04% | Add +2.9% | 7,803 | $783K |
| Independent Financial Group, LLC | 0.03% | Add +92.4% | 7,795 | $782K |
| Founders Grove Wealth Partners, LLC | 0.23% | — | 7,783 | $781K |
| Probity Advisors, Inc. | 0.15% | Add +47.4% | 7,775 | $780K |
| Embree Financial Group | 0.13% | Add +2.7% | 7,668 | $769K |
| Berger Financial Group, Inc | 0.05% | New | 7,660 | $768K |
| Wellington Wealth Strategies, LLC. | 0.69% | New | 7,552 | $759K |
| Integrated Advisors Network LLC | 0.04% | Add +103.8% | 7,558 | $758K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -5.0% | 7,444 | $748K |
| Mercer Global Advisors Inc. | 0.00% | Add +23.6% | 7,422 | $745K |
| Mutual Advisors, LLC | 0.02% | Reduce -14.4% | 7,406 | $744K |
| RPS Advisory Solutions LLC | 0.46% | New | 7,369 | $739K |
| Andina Capital Management, LLC | 0.60% | Reduce -22.5% | 7,341 | $736K |
| Triumph Capital Management | 0.25% | Add +14.5% | 7,332 | $736K |
| WESPAC Advisors, LLC | 0.54% | New | 7,310 | $733K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -31.5% | 6,953 | $698K |
| Consolidated Portfolio Review Corp | 0.11% | New | 6,931 | $695K |
| Northern Trust Corp. | 0.00% | New | 6,926 | $695K |
| DAVENPORT & Co LLC | 0.00% | Add +6.2% | 6,850 | $687K |
| WorthPointe, LLC | 0.28% | New | 6,763 | $678K |
| Clearwater Capital Advisors, LLC | 0.07% | Add +7.4% | 6,669 | $669K |
| New Century Financial Group, LLC | 0.28% | Reduce -1.7% | 6,626 | $665K |
| Silver Oak Securities, Incorporated | 0.06% | New | 6,615 | $663K |
| Ssi Investment Management LLC | 0.24% | No change | 6,587 | $661K |
| Wittenberg Investment Management, Inc. | 0.26% | Add +30.0% | 6,500 | $652K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.0% | 6,471 | $649K |
| Compound Planning, Inc. | 0.03% | Add +38.8% | 6,427 | $645K |
| Fullcircle Wealth LLC | 0.26% | No change | 6,362 | $639K |
| Wooster Corthell Wealth Management, Inc. | 0.14% | Reduce -2.7% | 6,363 | $638K |
| Fermata Advisors, LLC | 0.12% | Reduce -35.7% | 6,177 | $620K |
| National Bank of Canada | 0.00% | Add +96.7% | 6,120 | $614K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 6,052 | $607K |
| Belpointe Asset Management LLC | 0.04% | Reduce -1.7% | 6,004 | $605K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -24.9% | 5,985 | $600K |
| DecisionPoint Financial, LLC | 0.18% | Add +145.1% | 5,976 | $600K |
| Adaptive Financial Consulting, LLC | 0.24% | New | 5,889 | $591K |
| Wealth Architects, LLC | 0.07% | New | 5,883 | $590K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -12.0% | 5,871 | $589K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -16.6% | 5,834 | $585K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -1.1% | 5,821 | $584K |
| Optivise Advisory Services LLC | 0.31% | Add +0.5% | 5,791 | $581K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +93.5% | 5,791 | $581K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | New | 5,732 | $575K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +810.8% | 55,676 | $573K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +9.9% | 5,678 | $570K |
| IFP Advisors, Inc | 0.02% | Add +46.2% | 5,658 | $568K |
| MPWM Advisory Solutions, LLC | 0.41% | — | 5,648 | $567K |
| Polen Capital Management LLC | 0.00% | Reduce -69.9% | 5,569 | $559K |
| LWM Advisory Services, LLC | 0.39% | Add +48.4% | 5,557 | $557K |
| CJM Wealth Advisers, Ltd. | 0.18% | New | 5,475 | $549K |
| Greenwood Gearhart LLC | 0.04% | No change | 5,463 | $548K |
| Provident Investment Management, Inc. | 0.05% | Add +73.7% | 5,417 | $543K |
| Highline Wealth Partners LLC | 0.18% | Reduce -29.2% | 5,376 | $539K |
| Northeast Planning Associates, Inc. / NH / | 0.54% | — | 5,200 | $522K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.6% | 5,189 | $521K |
| Bogart Wealth, LLC | 0.02% | Reduce -0.2% | 5,155 | $517K |
| Level Four Advisory Services, LLC | 0.02% | Add +128.6% | 5,109 | $513K |
| Shayne & Jacobs, LLC | 0.13% | Add +10.9% | 5,100 | $512K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 5,075 | $509K |
| Vestment Financial LLC | 0.39% | — | 5,070 | $509K |
| Wintrust Investments LLC | 0.44% | Add +73.3% | 5,006 | $502K |
| Boothe Investment Group, Inc. | 0.22% | No change | 5,000 | $502K |
| NBZ Investment Advisors LLC | 0.28% | — | 4,983 | $500K |
| Roundview Capital LLC | 0.03% | No change | 4,965 | $498K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -16.7% | 4,954 | $497K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Add +2.9% | 4,921 | $494K |
| Aspiriant, LLC | 0.02% | Reduce -39.1% | 4,871 | $489K |
| New Capital Management LP | 0.14% | Add +0.0% | 4,778 | $479K |
| Eagle Rock Investment Company, LLC | 0.08% | Reduce -13.6% | 4,750 | $477K |
| New Wave Wealth Advisors LLC | 0.19% | Reduce -34.7% | 4,716 | $473K |
| HWG Holdings LP | 0.15% | New | 4,621 | $464K |
| Napatree Capital LLC | 0.27% | New | 4,591 | $461K |
| Peapod Lane Capital LLC | 0.46% | — | 4,584 | $460K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.48% | New | 4,541 | $456K |
| GWN Securities Inc. | 0.12% | — | 4,508 | $453K |
| Second Half Financial Partners, LLC | 0.22% | Reduce -25.1% | 4,513 | $453K |
| Advisor Resource Council | 0.32% | New | 4,491 | $451K |
| Wescott Financial Advisory Group, LLC | 0.05% | Reduce -2.8% | 4,487 | $450K |
| Baron Silver Stevens Financial Advisors, LLC | 0.08% | Add +2.4% | 4,457 | $447K |
| Freestate Advisors LLC | 0.46% | New | 4,407 | $442K |
| Signal Advisors Wealth, LLC | 0.05% | New | 4,348 | $436K |
| Financial Counselors Inc. | 0.01% | Add +28.2% | 4,305 | $432K |
| Capital Analysts, LLC | 0.02% | Add +48.3% | 4,296 | $431K |
| Summit Financial Wealth Advisors, LLC | 0.08% | No change | 4,277 | $429K |
| Old Mission Capital LLC | 0.01% | Add +32.5% | 4,255 | $427K |
| Jessup Wealth Management, Inc | 0.18% | Add +12.3% | 4,215 | $423K |
| Treasure Coast Financial Planning | 0.27% | Reduce -24.6% | 4,140 | $415K |
| Jackson Creek Investment Advisors LLC | 0.12% | Reduce -76.5% | 4,104 | $412K |
| EFG Asset Management (Americas) Corp. | 0.08% | Reduce -6.5% | 4,020 | $403K |
| Trilogy Capital Inc. | 0.02% | Reduce -3.8% | 4,017 | $403K |
| Peregrine Asset Advisers, Inc. | 0.15% | Add +35.0% | 3,990 | $400K |
| Continuum Advisory, LLC | 0.05% | No change | 3,958 | $397K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +46.3% | 3,950 | $396K |
| Arkfeld Wealth Strategies, L.L.C. | 0.18% | Add +1.2% | 3,896 | $391K |
| AlTi Global, Inc. | 0.01% | New | 3,891 | $391K |
| IFG Advisory, LLC | 0.02% | New | 3,899 | $391K |
| FMR LLC | 0.00% | Add +38.2% | 3,894 | $391K |
| Quantum Capital Management, LLC / NJ | 0.04% | Add +23.3% | 3,869 | $388K |
| Kane Investment Management, Inc. | 0.22% | — | 3,867 | $388K |
| Jane Street Group, LLC | 0.00% | Reduce -95.7% | 3,867 | $388K |
| Landing Point Financial Group, LLC | 0.29% | — | 3,828 | $385K |
| AdvisorNet Financial, Inc | 0.03% | No change | 3,802 | $381K |
| Weaver Consulting Group | 0.12% | Reduce -0.2% | 3,778 | $379K |
| Arkadios Wealth Advisors | 0.02% | Reduce -50.5% | 3,768 | $378K |
| McNamara Financial Services, Inc. | 0.09% | New | 3,742 | $375K |
| Ogorek Anthony Joseph /NY/ | 0.12% | Add +11.5% | 3,739 | $375K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +18.3% | 3,737 | $375K |
| WealthCollab, LLC | 0.24% | Add +77.3% | 3,701 | $371K |
| WT Wealth Management | 0.12% | Add +8.8% | 3,700 | $371K |
| Hedeker Wealth, LLC | 0.09% | Add +64.2% | 3,684 | $370K |
| One Capital Management, LLC | 0.01% | Reduce -2.0% | 3,633 | $364K |
| Note Advisors, LLC | 0.32% | — | 3,632 | $364K |
| JSF Financial, LLC | 0.10% | Reduce -90.4% | 3,610 | $362K |
| Retirement Investment Advisors, Inc. | 0.04% | No change | 3,601 | $361K |
| Cannon Advisors, Inc. | 0.31% | Reduce -16.1% | 3,593 | $360K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -39.3% | 3,576 | $359K |
| Capitol Family Office, Inc. | 0.47% | Add +74.3% | 3,520 | $353K |
| Thompson David Blair | 0.25% | — | 3,485 | $350K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -25.8% | 3,436 | $345K |
| Hanover Advisors Inc. | 0.14% | No change | 3,432 | $344K |
| Guild Investment Management, Inc. | 0.37% | Reduce -2.9% | 3,400 | $341K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -5.1% | 3,400 | $341K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -2.1% | 3,393 | $340K |
| Meritage Portfolio Management | 0.02% | New | 3,379 | $339K |
| Prospera Financial Services Inc | 0.01% | Reduce -7.1% | 3,262 | $327K |
| Landaas & Co. /Wi | 0.09% | New | 3,264 | $327K |
| Oliver Lagore Vanvalin Investment Group | 0.08% | Reduce -23.1% | 3,259 | $327K |
| Cable Car Capital, LP | 0.02% | Add +1.6% | 3,236 | $325K |
| YHB Investment Advisors, Inc. | 0.03% | New | 3,200 | $321K |
| Wedmont Private Capital | 0.02% | New | 3,191 | $321K |
| Coyle Financial Counsel LLC | 0.10% | Add +39.8% | 3,195 | $321K |
| Harbour Investments, Inc. | 0.01% | Add +18.5% | 3,067 | $308K |
| 1858 Wealth Management, LLC | 0.24% | Add +30.5% | 3,036 | $305K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.9% | 3,019 | $303K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -12.7% | 3,015 | $302K |
| Baker Tilly Wealth Management, LLC | 0.12% | New | 2,990 | $300K |
| Diversify Wealth Management, LLC | 0.02% | Add +12.5% | 2,933 | $295K |
| Pure Portfolios Holdings LLC | 0.11% | Add +1.6% | 2,884 | $289K |
| Delta Accumulation, LLC | 1.79% | No change | 2,853 | $287K |
| Family Investment Center, Inc. | 0.07% | Add +0.0% | 2,832 | $284K |
| Choreo, LLC | 0.00% | New | 2,784 | $279K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -32.2% | 2,777 | $279K |
| Synovus Financial Corp. | 0.00% | Add +5.8% | 2,743 | $275K |
| Opes Wealth Management LLC | 0.06% | Reduce -1.8% | 2,709 | $272K |
| Two Sigma Securities, LLC | 0.05% | Reduce -93.0% | 2,700 | $271K |
| PKS Advisory Services, LLC | 0.07% | — | 2,699 | $271K |
| Whalen Wealth Management Inc. | 0.19% | Reduce -1.0% | 2,668 | $268K |
| West Michigan Advisors, LLC | 0.08% | New | 2,662 | $267K |
| Koshinski Asset Management, Inc. | 0.02% | Add +26.8% | 2,642 | $265K |
| Evanson Asset Management, LLC | 0.02% | Reduce -14.6% | 2,639 | $265K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -31.3% | 2,628 | $264K |
| Renasant Bank | 0.17% | No change | 2,624 | $263K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +19.0% | 2,579 | $259K |
| Cohalo Advisory LLC | 21.59% | — | 2,515 | $252K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -2.5% | 2,488 | $250K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -33.7% | 2,489 | $250K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -39.6% | 2,469 | $248K |
| Crane Advisory, LLC | 0.04% | Add +6.5% | 2,453 | $246K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 2,450 | $246K |
| Summit Wealth Partners, LLC | 0.05% | Add +21.9% | 2,442 | $245K |
| AIMZ Investment Advisors, LLC | 0.08% | Reduce -14.3% | 2,400 | $241K |
| Bayshore Asset Management, LLC | 0.11% | New | 2,390 | $240K |
| Focus Financial Network, Inc. | 0.01% | New | 2,359 | $237K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -1.5% | 2,339 | $235K |
| Quadrant Private Wealth Management, LLC | 0.06% | No change | 2,328 | $234K |
| Widmann Financial Services, Inc. | 0.18% | New | 2,300 | $231K |
| Buckhead Capital Management LLC | 0.07% | Reduce -48.6% | 2,293 | $230K |
| Chesapeake Asset Management LLC | 0.21% | Add +247.9% | 2,275 | $228K |
| Smith Salley Wealth Management | 0.01% | New | 2,272 | $228K |
| Vident Advisory, LLC | 0.00% | No change | 2,266 | $227K |
| Alliance Wealth Advisors, LLC | 0.06% | New | 2,265 | $227K |
| Intellectus Partners, LLC | 0.05% | Add +1.2% | 2,229 | $224K |
| United Community Bank | 0.09% | Reduce -21.5% | 2,178 | $218K |
| Claro Advisors Inc. | 0.03% | Reduce -9.3% | 2,175 | $218K |
| Alkeme Wealth, LLC | 0.10% | No change | 2,166 | $217K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,156 | $216K |
| Seelaus Asset Management LLC | 0.20% | New | 2,150 | $216K |
| Agf Management Ltd. | 0.00% | New | 2,092 | $210K |
| Brio Consultants, LLC | 0.03% | Reduce -35.8% | 2,070 | $208K |
| Leo Wealth, LLC | 0.02% | New | 2,070 | $208K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 2,057 | $207K |
| Sightline Wealth Advisors, LLC | 0.11% | Add +1.6% | 2,046 | $205K |
| Private Trust Co. NA | 0.02% | Reduce -7.3% | 2,030 | $204K |
| Spring Capital Management, LLC | 0.12% | New | 2,015 | $202K |
| Northland Capital Management LLC | 0.15% | No change | 2,000 | $201K |
| Stonebridge Financial Planning Group, LLC | 0.09% | No change | 2,000 | $201K |
| Park Place Capital Corp | 0.06% | No change | 2,000 | $201K |
| Tanglewood Wealth Management, Inc. | 0.02% | New | 2,000 | $201K |
| Armor Investment Advisors, LLC | 0.08% | No change | 1,994 | $200K |
| McClarren Financial Advisors, Inc. | 0.56% | New | 2,000 | $200K |
| Trust Co | 0.02% | Reduce -45.2% | 1,985 | $199K |
| Spire Wealth Management | 0.01% | Reduce -2.4% | 1,837 | $184K |
| New Millennium Group LLC | 0.11% | Add +278.0% | 1,807 | $181K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 1,735 | $174K |
| Community Bank, N.A. | 0.02% | Reduce -12.5% | 1,632 | $164K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -63.4% | 1,515 | $152K |
| Sugar Maple Asset Management, LLC | 0.11% | New | 1,479 | $148K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 1,472 | $148K |
| Avior Wealth Management, LLC | 0.01% | Add +26.7% | 1,472 | $148K |
| Pacifica Partners Inc. | 0.06% | Reduce -70.2% | 1,400 | $140K |
| General Partner, Inc. | 0.08% | No change | 1,400 | $140K |
| Ancora Advisors LLC | 0.00% | Reduce -7.5% | 1,390 | $139K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Reduce -17.2% | 1,318 | $132K |
| Stuart Chaussee & Associates, Inc. | 0.03% | Reduce -99.9% | 1,300 | $130K |
| WealthShield Partners, LLC | 0.02% | Reduce -20.7% | 1,221 | $122K |
| Toronto Dominion Bank | 0.00% | Add +4633.3% | 1,136 | $114K |
| Mather Group, Llc. | 0.00% | Add +0.5% | 1,100 | $110K |
| Creative Financial Designs Inc. | 0.01% | Add +5076.2% | 1,087 | $109K |
| Hazlett, Burt & Watson, Inc. | 0.05% | New | 1,047 | $105K |
| Ascentis Wealth Management, LLC | 0.03% | Reduce -97.5% | 882 | $88K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -16.2% | 879 | $88K |
| Kings Path Partners LLC | 0.04% | Reduce -66.3% | 843 | $85K |
| Kozak & Associates, Inc. | 0.02% | New | 791 | $79K |
| Robinswood Financial LLC | 0.03% | Add +4.0% | 785 | $79K |
| LRI Investments, LLC | 0.01% | No change | 763 | $77K |
| Financial Management Professionals, Inc. | 0.01% | No change | 750 | $75K |
| Investment Counsel Co. of Nevada | 0.19% | — | 732 | $73K |
| 2UniFi Bank | 0.05% | — | 700 | $70K |
| Strengthening Families & Communities, LLC | 0.04% | Add +1.5% | 671 | $67K |
| Godsey & Gibb, Inc. | 0.01% | New | 664 | $67K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 658 | $66K |
| Bruce G. Allen Investments, LLC | 0.04% | Reduce -71.8% | 527 | $53K |
| Painted Porch Advisors LLC | 0.03% | Reduce -11.6% | 527 | $53K |
| McIlrath & Eck, LLC | 0.01% | Add +2.5% | 522 | $52K |
| Creekmur Asset Management LLC | 0.01% | Reduce -6.0% | 453 | $45K |
| TCTC Holdings, LLC | 0.00% | No change | 392 | $39K |
| Maryland Capital Advisors Inc. | 0.02% | Add +1.6% | 370 | $37K |
| Chilton Capital Management LLC | 0.00% | Reduce -78.1% | 330 | $33K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 305 | $31K |
| Asset Dedication, LLC | 0.00% | No change | 298 | $30K |
| True Wealth Design, LLC | 0.01% | New | 295 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 290 | $29K |
| Ulland Investment Advisors, LLC | 0.02% | Add +152.0% | 252 | $25K |
| Blair William & Co. | 0.00% | Reduce -20.3% | 248 | $25K |
| Citigroup Inc. | 0.00% | Reduce -34.7% | 213 | $21K |
| Ameriflex Group, Inc. | 0.01% | — | 126 | $13K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 118 | $12K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -73.2% | 110 | $11K |
| High Note Wealth, LLC | 0.00% | New | 99 | $10K |
| PrairieView Partners, LLC | 0.00% | New | 85 | $8K |
| Morgan Dempsey Capital Management LLC | 0.00% | Reduce -92.8% | 77 | $8K |
| Gold Investment Management Ltd. | 0.00% | Add +1.9% | 55 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 54 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 48 | $5K |
| Independence Bank of Kentucky | 0.00% | New | 42 | $4K |
| IMG Wealth Management, Inc. | 0.00% | — | 33 | $3K |
| POM Investment Strategies, LLC | 0.00% | Add +3.1% | 33 | $3K |
| Clearstead Trust, LLC | 0.00% | No change | 13 | $1K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 6 | $602 |
| Lanark Financial, Inc. | 0.05% | — | 5 | $535 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 5 | $493 |
| Franklin Resources Inc. | 0.00% | No change | 4 | $401 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 4 | $401 |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -94.2% | 4 | $401 |
| Brooklyn Investment Group | 0.00% | New | 1 | $41 |
"% of holder's portfolio" is SGOV's weight in each manager's 13F, not the share of iShares 0-3 Month Treasury B the manager owns.