iShares 0-3 Month Treasury BSGOVETF
13F holders, Q2 2025 (June 30)925holders +59
119new positions
64sold out
6famous investors
$94.25avg. 13F price*
At the end of Q2 2025, 925 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 59 from Q1 2025. 119 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($845.5M) and LPL Financial LLC ($725.4M). 6 famous investors held it, including Joel Greenblatt (0.5% of Gotham Asset Management's portfolio), Chris Bloomstran (0.1% of Semper Augustus Investments's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $1.1B |
| Exits | 64 | $231.0M |
All 13F filers, Q1 2025 → Q2 2025: 48,593,781 shares bought and 22,125,700 shares sold, net +26,468,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 925 holders
| Bank of America Corp. | 0.09% | Add +3.2% | 10,561,368 | $1.1B |
| Morgan Stanley | 0.06% | Add +33.5% | 8,396,686 | $845.5M |
| LPL Financial LLC | 0.24% | Add +21.2% | 7,203,964 | $725.4M |
| Potomac Fund Management Inc. | 34.58% | New | 6,010,295 | $605.2M |
| Ameriprise Financial Inc. | 0.12% | Reduce -27.1% | 4,724,497 | $479.7M |
| JPMorgan Chase & Co. | 0.02% | Add +40.7% | 3,056,864 | $307.8M |
| Royal Bank of Canada | 0.05% | Add +21.1% | 2,491,342 | $250.9M |
| Cerity Partners LLC | 0.44% | Add +110.4% | 2,473,988 | $249.1M |
| Raymond James Financial Inc. | 0.08% | Reduce -17.7% | 2,410,610 | $242.7M |
| Confluence Investment Management LLC | 3.37% | Add +21.9% | 2,370,040 | $238.6M |
| Osaic Holdings, Inc. | 0.41% | Add +28.4% | 2,313,701 | $233.0M |
| UBS Group AG | 0.04% | Add +26.2% | 2,136,929 | $215.2M |
| Cetera Investment Advisers | 0.36% | Add +79.9% | 2,125,196 | $214.0M |
| Captrust Financial Advisors | 0.40% | Add +29.6% | 1,781,074 | $179.3M |
| NorthRock Partners, LLC | 4.57% | Add +3.0% | 1,742,085 | $175.4M |
| Choate Investment Advisors | 3.80% | Add +122.0% | 1,739,491 | $175.1M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +90.4% | 1,716,119 | $172.3M |
| Cresset Asset Management, LLC | 0.80% | Add +17.0% | 1,591,003 | $160.2M |
| CIBC Private Wealth Group LLC | 0.28% | Reduce -52.5% | 1,571,625 | $158.2M |
| CX Institutional | 5.43% | Add +249.5% | 1,545,788 | $155.6M |
| Waverly Advisors, LLC | 1.71% | Add +243.9% | 1,543,714 | $155.4M |
| MAI Capital Management | 1.01% | Reduce -3.2% | 1,446,099 | $145.6M |
| Hamilton Capital Partners Inc. | 7.27% | Add +30.5% | 1,415,218 | $142.5M |
| Wells Fargo & Company | 0.03% | Add +100.0% | 1,376,211 | $138.6M |
| NorthCoast Asset Management LLC | 0.59% | Add +50.9% | 1,357,194 | $136.7M |
| Awm Capital, LLC | 13.94% | Reduce -9.1% | 1,316,218 | $132.5M |
| Elm Partners Management LLC | 7.37% | Add +17.5% | 1,260,139 | $126.9M |
| GM Advisory Group, LLC | 6.03% | Reduce -18.4% | 1,210,980 | $121.9M |
| Cynosure Group, LLC | 13.53% | Add +90.9% | 1,185,882 | $119.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -20.3% | 1,140,471 | $114.8M |
| Woodley Farra Manion Portfolio Management Inc. | 5.34% | Reduce -21.7% | 1,128,985 | $113.7M |
| Focus Partners Wealth | 0.23% | Add +33.8% | 1,053,609 | $106.1M |
| Peapack Gladstone Financial Corp. | 1.45% | Add +4.1% | 1,018,869 | $102.6M |
| Balentine LLC | 3.96% | Add +12.4% | 1,009,163 | $101.6M |
| Maxi Investments CY Ltd | 16.62% | Add +459.7% | 994,470 | $100.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -22.0% | 956,797 | $96.3M |
| Prudential Financial Inc. | 0.12% | Add +7.2% | 932,846 | $93.8M |
| Advisors Capital Management, LLC | 1.30% | Add +43.1% | 930,987 | $93.7M |
| Equity Investment Corp. | 2.02% | Reduce -55.5% | 916,274 | $92.3M |
| Mutual Advisors, LLC | 2.19% | Add +2.8% | 869,949 | $87.6M |
| Cheviot Value Management, LLC | 10.03% | Add +14.2% | 870,273 | $87.4M |
| AlphaStar Capital Management, LLC | 6.11% | Reduce -18.9% | 1,527,023 | $86.8M |
| Composition Wealth, LLC | 1.41% | Add +3.2% | 833,755 | $84.0M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +14.6% | 769,590 | $77.5M |
| Lee Johnson Capital Management, LLC | 26.33% | Add +26.3% | 759,836 | $76.5M |
| Gotham Asset Management | 0.45% | Add +558.3% | 748,815 | $75.4M |
| Stifel Financial Corp. | 0.07% | Add +7.9% | 742,000 | $74.7M |
| Commonwealth Equity Services, LLC | 0.10% | Add +54.0% | 724,972 | $73.0M |
| Sollinda Capital Management LLC | 18.41% | Add +50.5% | 702,062 | $70.7M |
| Peavine Capital, LLC | 15.91% | New | 674,506 | $67.9M |
| Alpha Wealth Funds, LLC | 63.16% | Add +13.8% | 670,827 | $67.5M |
| Axxcess Wealth Management, LLC | 1.60% | Add +27.0% | 663,339 | $66.8M |
| HighTower Advisors, LLC | 0.08% | Add +81.8% | 658,303 | $66.3M |
| Flagship Harbor Advisors, LLC | 3.08% | Add +41.4% | 645,900 | $65.0M |
| Sequoia Financial Advisors, LLC | 0.44% | Reduce -5.9% | 641,898 | $64.6M |
| Ridgepath Capital Management LLC | 29.57% | Add +27.0% | 639,059 | $64.3M |
| Aspen Capital Management, LLC | 17.94% | Add +19.2% | 635,800 | $64.0M |
| Farther Finance Advisors, LLC | 1.27% | Add +15.5% | 630,981 | $63.5M |
| Titleist Asset Management, LLC | 6.31% | Reduce -25.3% | 629,085 | $63.3M |
| Avos Capital Management, LLC | 35.49% | Reduce -5.4% | 618,125 | $62.2M |
| Moneco Advisors, LLC | 5.70% | Add +13.2% | 608,670 | $61.3M |
| One Day In July LLC | 5.19% | Reduce -0.1% | 568,737 | $57.3M |
| Punch Card Management L.P. | 18.39% | Reduce -2.6% | 566,000 | $57.0M |
| Raffa Wealth Management, LLC | 11.17% | Reduce -0.4% | 554,514 | $55.8M |
| Arjuna Capital | 14.62% | Add +13.4% | 550,859 | $55.5M |
| Dynamic Financial Group | 52.21% | Reduce -4.0% | 537,977 | $54.2M |
| Selective Wealth Management, Inc. | 19.43% | Add +48.4% | 529,734 | $53.2M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +101.6% | 519,308 | $52.3M |
| Peak Retirement Planning, Inc. | 21.05% | Add +103.3% | 517,813 | $52.1M |
| D.A. Davidson & Co. | 0.36% | New | 508,187 | $51.2M |
| TLWM | 9.27% | New | 484,569 | $48.8M |
| Wealthfront Advisers LLC | 0.12% | Add +74.5% | 474,431 | $47.8M |
| BlackRock, Inc. | 0.00% | Reduce -18.2% | 459,228 | $46.2M |
| Synergy Asset Management, LLC | 5.07% | Add +2.2% | 440,428 | $44.3M |
| Bleakley Financial Group, LLC | 1.12% | Reduce -25.8% | 437,840 | $44.1M |
| Creative Planning | 0.04% | Reduce -8.1% | 425,774 | $42.9M |
| Resonant Capital Advisors, LLC | 2.69% | Reduce -24.0% | 418,153 | $42.1M |
| Efficient Frontier Advisors LLC | 26.71% | Add +2.7% | 417,900 | $42.1M |
| MML Investors Services, LLC | 0.12% | Add +19.9% | 409,829 | $41.3M |
| Exencial Wealth Advisors, LLC | 1.45% | Reduce -4.8% | 408,387 | $41.1M |
| Vigilare Wealth Management | 15.37% | Reduce -45.5% | 407,137 | $41.0M |
| Corient Private Wealth LP | 0.05% | Add +34.5% | 405,884 | $40.9M |
| Belpointe Asset Management LLC | 1.66% | Reduce -49.5% | 395,173 | $39.8M |
| Mariner, LLC | 0.06% | Add +1.3% | 393,918 | $39.7M |
| Smithfield Trust Co | 1.87% | Add +26.4% | 392,505 | $39.5M |
| Mesirow Financial Investment Management, Inc. | 0.77% | Add +77.3% | 392,339 | $39.5M |
| Neuberger Berman Group LLC | 0.03% | Reduce -26.9% | 391,426 | $39.4M |
| First Wilshire Securities Management Inc. | 10.42% | Reduce -9.9% | 379,998 | $38.3M |
| RFG Advisory, LLC | 0.89% | Reduce -1.3% | 374,371 | $37.7M |
| Diversified Trust Co. | 0.82% | Add +520.5% | 366,909 | $36.9M |
| Brookstone Capital Management | 0.47% | Add +4.8% | 356,478 | $35.9M |
| Coldstream Capital Management Inc. | 0.59% | Reduce -0.9% | 355,230 | $35.8M |
| Truist Financial Corp. | 0.05% | Add +94.9% | 341,969 | $34.4M |
| Tortoise Investment Management, LLC | 3.18% | Add +2.9% | 331,023 | $33.3M |
| Steward Partners Investment Advisory, LLC | 0.26% | Add +11.4% | 330,983 | $33.3M |
| Orion Capital Management LLC | 12.69% | Add +7.3% | 330,699 | $33.3M |
| Full Sail Capital, LLC | 1.90% | Add +5.2% | 327,531 | $33.0M |
| Decker Retirement Planning Inc. | 18.65% | Reduce -60.4% | 319,800 | $32.2M |
| United Capital Financial Advisors, LLC | 0.26% | Reduce -2.9% | 318,126 | $32.0M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.2% | 314,162 | $31.6M |
| Altiora Financial Group, LLC | 6.14% | Add +44.9% | 312,240 | $31.4M |
| Private Advisor Group, LLC | 0.16% | Add +8.9% | 298,730 | $30.1M |
| Oppenheimer Asset Management Inc. | 0.34% | Add +223.0% | 293,215 | $29.5M |
| Wellspring Financial Advisors, LLC | 2.58% | Reduce -42.8% | 288,010 | $29.0M |
| 3EDGE Asset Management, LP | 1.77% | Add +22.3% | 282,901 | $28.5M |
| Kestra Advisory Services, LLC | 0.14% | Add +17.7% | 280,796 | $28.3M |
| Opus Capital Group, LLC | 3.38% | Reduce -2.3% | 280,604 | $28.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -17.8% | 280,526 | $28.2M |
| Perigon Wealth Management, LLC | 0.66% | Add +16.9% | 279,996 | $28.2M |
| Pecaut & Co. | 9.30% | Reduce -3.3% | 277,904 | $28.0M |
| Scotia Capital Inc. | 0.13% | Add +26.4% | 275,629 | $27.8M |
| Wedbush Securities Inc. | 0.96% | Add +17.7% | 273,695 | $27.6M |
| Vickerman Investment Advisors, Inc. | 5.73% | Reduce -20.4% | 264,750 | $26.7M |
| Almanack Investment Partners, LLC. | 4.23% | Reduce -12.5% | 263,858 | $26.6M |
| Advisory Services Network, LLC | 0.43% | Add +154.9% | 263,078 | $26.5M |
| Partners Capital Investment Group, LLP | 1.07% | Reduce -82.9% | 262,451 | $26.4M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -24.7% | 260,936 | $26.3M |
| Fiduciary Financial Group, LLC | 4.73% | Add +43.6% | 260,709 | $26.2M |
| Nomura Asset Management Co. Ltd. | 0.07% | Reduce -77.1% | 259,700 | $26.1M |
| Talon Private Wealth, LLC | 3.58% | Reduce -8.9% | 258,059 | $26.0M |
| Sun Life Financial Inc. | 1.41% | New | 256,050 | $25.8M |
| Focused Wealth Management, Inc | 3.14% | Reduce -16.6% | 255,164 | $25.7M |
| RMR Capital Management, LLC | 18.19% | Add +70.1% | 252,770 | $25.5M |
| Trek Financial, LLC | 1.67% | Reduce -76.3% | 247,000 | $24.9M |
| Westfuller Advisors, LLC | 14.18% | Add +41.3% | 246,952 | $24.9M |
| Stansberry Asset Management, LLC | 2.84% | Reduce -24.2% | 243,730 | $24.5M |
| Traphagen Investment Advisors LLC | 2.30% | Add +5.5% | 241,423 | $24.3M |
| Meeder Advisory Services, Inc. | 1.24% | Add +4.3% | 238,041 | $24.0M |
| Allworth Financial LP | 0.11% | Reduce -0.1% | 236,059 | $23.8M |
| Kohmann Bosshard Financial Services, LLC | 2.63% | Add +7.9% | 233,941 | $23.6M |
| Stratos Wealth Advisors, LLC | 1.24% | Reduce -49.2% | 233,829 | $23.5M |
| Owen LaRue, LLC | 9.97% | Reduce -7.4% | 232,835 | $23.4M |
| M. Kulyk & Associates, LLC | 5.05% | Reduce -8.2% | 231,055 | $23.3M |
| Laurel Wealth Advisors LLC | 3.42% | Add +4.3% | 227,177 | $22.9M |
| L2 Asset Management, LLC | 3.71% | Add +11.1% | 225,280 | $22.7M |
| SouthState Bank Corp | 0.99% | Reduce -2.5% | 224,714 | $22.6M |
| Kingstone Capital Partners Texas, LLC | 14.67% | Add +531.8% | 223,157 | $22.5M |
| Osborne Partners Capital Management, LLC | 1.18% | New | 220,261 | $22.2M |
| IFS Advisors, LLC | 16.28% | Add +4.4% | 213,689 | $21.5M |
| Atlas Private Wealth Advisors | 2.73% | Reduce -0.1% | 210,738 | $21.2M |
| Impact Partnership Wealth, LLC | 3.84% | Reduce -4.8% | 206,967 | $20.8M |
| Evergreen Capital Management LLC | 0.63% | Add +37.7% | 206,941 | $20.8M |
| Bangor Savings Bank | 1.85% | Add +3.2% | 205,536 | $20.7M |
| Kestra Private Wealth Services, LLC | 0.29% | Add +4.8% | 200,365 | $20.2M |
| Worth Asset Management, LLC | 9.86% | Reduce -18.5% | 198,504 | $20.0M |
| RPS Advisory Solutions LLC | 10.75% | Reduce -58.6% | 194,639 | $19.6M |
| Five Oceans Advisors | 8.17% | Add +0.8% | 190,201 | $19.2M |
| Main Management LLC | 1.49% | Add +31.5% | 188,618 | $19.0M |
| Mader & Shannon Wealth Management, Inc. | 10.32% | Add +0.8% | 188,087 | $18.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +4814.5% | 187,783 | $18.9M |
| Alpha Advisors, LLC | 15.97% | Reduce -31.5% | 185,141 | $18.6M |
| Integrity Alliance, Llc. | 1.02% | Reduce -63.7% | 184,960 | $18.6M |
| Mgo One Seven LLC | 0.60% | Reduce -24.7% | 184,315 | $18.6M |
| Keystone Financial Group, Inc. | 11.61% | Reduce -4.2% | 181,168 | $18.2M |
| Brown Advisory Inc. | 0.02% | Add +463.3% | 178,794 | $18.0M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -0.6% | 177,657 | $17.9M |
| Stephens Inc. | 0.25% | Add +5.7% | 177,027 | $17.8M |
| Stableford Capital II LLC | 6.64% | Add +914.6% | 175,110 | $17.6M |
| Kingsview Wealth Management, LLC | 0.30% | Reduce -86.5% | 173,840 | $17.5M |
| Red Wave Investments LLC | 5.74% | Add +5.1% | 173,475 | $17.5M |
| Lido Advisors, LLC | 0.09% | Add +23.8% | 172,906 | $17.4M |
| Gibraltar Capital Management, Inc. | 3.39% | Reduce -33.6% | 172,100 | $17.3M |
| Flagship Private Wealth, LLC | 7.31% | Add +58.0% | 170,838 | $17.2M |
| Private Advisory Group LLC | 1.60% | Add +258.9% | 169,744 | $17.1M |
| Omnia Family Wealth, LLC | 6.14% | Add +10.2% | 168,284 | $16.9M |
| Legacy Advisory Services, LLC | 13.37% | Add +193.8% | 167,525 | $16.9M |
| Sowell Financial Services LLC | 0.68% | Add +7.9% | 166,392 | $16.8M |
| West Michigan Advisors, LLC | 4.71% | Add +201.3% | 165,785 | $16.7M |
| Cornerstone Enterprises, LLC | 8.98% | Reduce -10.8% | 165,775 | $16.7M |
| Sfmg, LLC | 1.24% | Add +1.9% | 164,381 | $16.6M |
| Cornerstone Advisors Asset Management, LLC | 3.16% | Add +6699.9% | 10,270,471 | $16.4M |
| Journey Advisory Group, LLC | 1.24% | Add +16.6% | 157,750 | $15.9M |
| Robertson Stephens Wealth Management, LLC | 0.54% | Add +8.0% | 155,404 | $15.6M |
| Avantax Advisory Services, Inc. | 0.09% | Add +6.2% | 155,336 | $15.6M |
| Advisors Preferred, LLC | 2.57% | Add +3.5% | 155,510 | $15.6M |
| Sterling Investment Advisors LLC | 8.09% | Add +2.0% | 154,346 | $15.5M |
| Maridea Wealth Management LLC | 3.92% | Reduce -11.6% | 149,453 | $15.0M |
| Crescent Grove Advisors, LLC | 1.45% | Add +20.0% | 148,874 | $15.0M |
| Woodmont Investment Counsel LLC | 0.98% | Add +23.9% | 148,008 | $14.9M |
| Kathleen S. Wright Associates Inc. | 5.81% | Add +4.7% | 147,790 | $14.9M |
| Ieq Capital, LLC | 0.09% | Add +143.5% | 147,542 | $14.9M |
| Turim 21 Investimentos Ltda. | 2.90% | New | 147,337 | $14.8M |
| Smith Anglin Financial, LLC | 1.33% | Reduce -0.8% | 145,914 | $14.7M |
| Transce3nd, LLC | 6.19% | Reduce -4.5% | 145,540 | $14.7M |
| Klein Pavlis & Peasley Financial, Inc. | 9.74% | Add +114.6% | 144,996 | $14.6M |
| Deane Retirement Strategies, Inc. | 6.48% | Add +211.9% | 143,694 | $14.5M |
| Twelve Points Wealth Management LLC | 3.89% | Reduce -5.7% | 143,544 | $14.5M |
| TT Capital Management LLC | 11.69% | Reduce -11.2% | 143,199 | $14.4M |
| Dynamic Wealth Strategies, LLC | 10.37% | Add +708.8% | 143,015 | $14.4M |
| Blume Capital Management, Inc. | 2.88% | Add +20.9% | 140,635 | $14.2M |
| Manning & Napier Advisors LLC | 0.17% | Add +6376.6% | 140,412 | $14.1M |
| Concurrent Investment Advisors, LLC | 0.27% | Add +27.3% | 140,007 | $14.1M |
| Farnam Financial LLC | 12.59% | Reduce -2.6% | 139,023 | $14.0M |
| Segall Bryant & Hamill, LLC | 0.19% | Add +64.3% | 137,856 | $13.9M |
| Dominguez Wealth Management Solutions, Inc. | 9.51% | Add +3.0% | 136,046 | $13.7M |
| CWA Asset Management Group, LLC | 0.57% | Add +18.2% | 134,506 | $13.5M |
| International Assets Investment Management, LLC | 1.07% | Reduce -4.6% | 131,256 | $13.2M |
| Leavell Investment Management, Inc. | 0.59% | Add +21.2% | 130,982 | $13.2M |
| Nottingham Advisors, Inc. | 1.95% | Add +111.3% | 130,453 | $13.1M |
| Stonekeep Investments, LLC | 8.60% | Reduce -6.8% | 126,827 | $12.8M |
| Prime Capital Investment Advisors, LLC | 0.17% | Add +2332.3% | 125,143 | $12.6M |
| Archer Investment Management, LLC | 9.11% | New | 124,602 | $12.5M |
| Slow Capital, Inc. | 1.49% | Reduce -68.8% | 121,218 | $12.2M |
| Valmark Advisers, Inc. | 0.17% | Add +6.9% | 119,120 | $12.0M |
| Relyea Zuckerberg Hanson LLC | 1.40% | Add +18.6% | 118,463 | $11.9M |
| Castle Rock Wealth Management, LLC | 2.77% | Add +34.8% | 117,994 | $11.9M |
| Strait & Sound Wealth Management LLC | 4.97% | Reduce -1.1% | 116,132 | $11.7M |
| VestGen Advisors, LLC | 0.46% | Add +71.2% | 114,726 | $11.6M |
| Heck Capital Advisors, LLC | 0.99% | Add +23.9% | 114,515 | $11.5M |
| Savant Capital, LLC | 0.08% | Add +68.5% | 114,269 | $11.5M |
| Albion Financial Group | 0.74% | New | 113,154 | $11.4M |
| Berkshire Asset Management LLC | 0.51% | Reduce -0.2% | 112,438 | $11.3M |
| Jane Street Group, LLC | 0.02% | New | 112,158 | $11.3M |
| &partners | 0.09% | Add +132.5% | 112,084 | $11.3M |
| Hilltop Holdings Inc. | 0.70% | Add +7.7% | 108,925 | $11.0M |
| Crown Wealth Group, LLC | 4.09% | Add +70.8% | 108,232 | $10.9M |
| Cwm, LLC | 0.04% | Reduce -15.6% | 104,711 | $10.5M |
| Vivid Wealth Management, LLC | 4.62% | Reduce -0.1% | 104,410 | $10.5M |
| Baker Ellis Asset Management LLC | 1.43% | Add +4.5% | 103,788 | $10.5M |
| Financial Advisory Partners, LLC | 3.28% | Reduce -23.0% | 103,689 | $10.4M |
| Spectrum Planning & Advisory Services Inc. | 6.75% | New | 103,670 | $10.4M |
| Highland Financial Advisors, LLC | 3.29% | Reduce -0.5% | 101,656 | $10.2M |
| Courier Capital LLC | 0.61% | Add +23.1% | 100,059 | $10.1M |
| HRT Financial LP | 0.04% | Add +71.4% | 100,029 | $10.1M |
| Natixis | 0.05% | New | 99,500 | $10.0M |
| CENTRAL TRUST Co | 0.23% | Add +8.1% | 99,500 | $10.0M |
| Anson Capital, Inc. | 8.07% | Reduce -0.4% | 99,418 | $10.0M |
| Capital Investment Advisors, LLC | 0.18% | New | 99,359 | $10.0M |
| CFS Investment Advisory Services, LLC | 0.81% | Add +3.1% | 97,978 | $9.9M |
| Clear Creek Financial Management, LLC | 0.94% | Add +3.0% | 97,927 | $9.9M |
| Bull Oak Capital, LLC | 4.48% | New | 97,555 | $9.8M |
| Sandhill Capital Partners LLC | 0.70% | New | 97,081 | $9.8M |
| Geneos Wealth Management Inc. | 0.24% | Add +24.7% | 96,823 | $9.7M |
| Code Waechter LLC | 6.92% | New | 96,559 | $9.7M |
| First Foundation Advisors | 0.36% | Reduce -2.7% | 95,510 | $9.6M |
| Prudent Investors Network, Inc. | 2.56% | Reduce -10.1% | 94,288 | $9.5M |
| Capital Advisors Wealth Management, LLC | 1.48% | Add +84.5% | 93,454 | $9.4M |
| Sonoma Private Wealth LLC | 11.50% | Add +78.2% | 93,162 | $9.4M |
| Motive Wealth Advisors | 4.21% | Reduce -7.1% | 91,776 | $9.2M |
| NewEdge Advisors, LLC | 0.05% | Add +8.3% | 90,808 | $9.1M |
| Wealthedge Investment Advisors, LLC | 3.79% | Add +332.4% | 90,144 | $9.1M |
| Emprise Bank | 4.34% | Reduce -19.1% | 89,704 | $9.0M |
| PFG Advisors | 0.41% | Add +370.0% | 89,207 | $9.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.0% | 88,931 | $9.0M |
| Watchman Group, Inc. | 2.33% | Add +49.3% | 88,857 | $8.9M |
| Montgomery Investment Management Inc. | 3.41% | Add +90.1% | 87,500 | $8.8M |
| Farrow Financial, Inc. | 5.29% | Add +11.9% | 86,594 | $8.7M |
| SVB Wealth LLC | 0.47% | Reduce -51.7% | 86,484 | $8.7M |
| Ramiah Investment Group | 9.37% | New | 86,481 | $8.7M |
| Clearstead Advisors, LLC | 0.12% | Reduce -16.9% | 84,514 | $8.5M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +3.9% | 84,235 | $8.5M |
| Jmac Enterprises LLC | 1.81% | Add +68.5% | 83,742 | $8.4M |
| Centric Wealth Management | 2.01% | Add +105.0% | 83,910 | $8.4M |
| Centaurus Financial, Inc. | 0.49% | Reduce -17.1% | 83,278 | $8.4M |
| Park Avenue Securities LLC | 0.08% | Add +626.2% | 83,065 | $8.4M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -29.5% | 82,652 | $8.3M |
| Trajan Wealth LLC | 0.41% | Add +8.7% | 82,407 | $8.3M |
| Mascoma Wealth Management LLC | 1.92% | Reduce -3.1% | 82,268 | $8.3M |
| AE Wealth Management LLC | 0.06% | Reduce -11.3% | 82,053 | $8.3M |
| Citadel Advisors | 0.01% | Reduce -89.2% | 81,438 | $8.2M |
| Penney Financial, LLC | 4.09% | New | 79,966 | $8.1M |
| RFG - Bristol Wealth Advisors, LLC | 2.49% | Reduce -31.4% | 79,748 | $8.0M |
| Baird Financial Group, Inc. | 0.01% | Add +1496.2% | 79,429 | $8.0M |
| Strategic Equity Management | 2.93% | New | 79,021 | $8.0M |
| Advisory Research Inc. | 1.22% | Add +7.1% | 78,797 | $7.9M |
| HM Payson & Co. | 0.12% | New | 78,190 | $7.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.56% | New | 77,686 | $7.8M |
| Teca Partners, LP | 5.34% | New | 76,000 | $7.7M |
| Sage Rhino Capital LLC | 1.60% | Add +54.7% | 75,377 | $7.6M |
| Signet Financial Management, LLC | 0.95% | Reduce -1.3% | 74,755 | $7.5M |
| Anderson Hoagland & Co. | 0.71% | Reduce -16.5% | 74,392 | $7.5M |
| GTS Securities LLC | 0.33% | Reduce -50.1% | 73,661 | $7.4M |
| OneDigital Investment Advisors LLC | 0.08% | Add +26.4% | 73,498 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | Add +8.7% | 72,118 | $7.3M |
| Heritage Wealth Management, Inc./Texas | 3.57% | Add +10.1% | 71,355 | $7.2M |
| Trust Co. of Vermont | 0.34% | Add +20.8% | 71,282 | $7.2M |
| Faithward Advisors, LLC | 1.11% | Add +100.3% | 70,880 | $7.1M |
| Warren Street Wealth Advisors, LLC | 2.35% | Reduce -9.4% | 70,323 | $7.1M |
| Bank of Montreal | 0.00% | Add +58.1% | 69,979 | $7.0M |
| Cypress Capital, LLC | 2.04% | Reduce -9.9% | 69,804 | $7.0M |
| Sound Financial Strategies Group, LLC | 5.92% | Add +8.5% | 69,560 | $7.0M |
| Diversify Wealth Management, LLC | 0.43% | Add +54.7% | 69,484 | $7.0M |
| HUB Investment Partners, LLC | 0.24% | Add +58.8% | 68,463 | $6.9M |
| Vantage Financial Partners, LLC | 1.59% | Add +63.7% | 68,390 | $6.9M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -10.1% | 68,127 | $6.9M |
| Simon Quick Advisors, LLC | 0.34% | Add +23.4% | 67,117 | $6.8M |
| Westerkirk Capital Inc. | 0.83% | — | 67,000 | $6.7M |
| Sigma Planning Corp | 0.20% | Add +7.3% | 66,769 | $6.7M |
| Professional Financial Advisors, LLC | 1.56% | Add +3.6% | 66,626 | $6.7M |
| US Bancorp \de | 0.01% | Add +1.3% | 65,956 | $6.6M |
| J2 Capital Management Inc | 5.28% | Reduce -42.1% | 65,736 | $6.6M |
| Comerica Bank | 0.03% | Add +22.2% | 65,486 | $6.6M |
| Wilmington Savings Fund Society, FSB | 0.12% | Add +166.5% | 64,888 | $6.5M |
| Studio Investment Management LLC | 1.31% | Reduce -9.1% | 64,586 | $6.5M |
| Night Owl Capital Management, LLC | 0.75% | Add +81.4% | 64,241 | $6.5M |
| VestGen Investment Management | 4.60% | Reduce -7.3% | 63,755 | $6.4M |
| Phil A. Younker & Associates, Ltd. | 6.31% | Add +28.9% | 63,541 | $6.4M |
| Atlantic Private Wealth, LLC | 4.29% | New | 63,440 | $6.4M |
| Norris Perne & French LLP | 0.44% | Add +55.2% | 63,110 | $6.4M |
| Curi Capital, LLC | 0.12% | Reduce -11.9% | 62,974 | $6.3M |
| Alesco Advisors, LLC, An ESL Co | 0.18% | Add +25.1% | 62,257 | $6.3M |
| Ameritas Advisory Services, LLC | 0.33% | Reduce -20.4% | 61,960 | $6.2M |
| Fortis Group Advisors, LLC | 1.12% | Reduce -17.2% | 61,135 | $6.2M |
| Carnegie Investment Counsel | 0.12% | Reduce -8.4% | 61,118 | $6.2M |
| Koa Wealth Management, LLC | 4.82% | Reduce -0.5% | 60,287 | $6.1M |
| Malaga Cove Capital, LLC | 2.37% | New | 59,888 | $6.0M |
| Arrien Investments, Inc. | 3.74% | New | 58,829 | $5.9M |
| Atria Wealth Solutions, Inc. | 0.13% | Reduce -46.9% | 58,584 | $5.9M |
| Ackerman Capital Advisors, LLC | 1.37% | Add +4.3% | 58,426 | $5.9M |
| Hennion & Walsh Asset Management, Inc. | 0.23% | New | 56,091 | $5.6M |
| EP Wealth Advisors, LLC | 0.04% | Add +309.3% | 55,878 | $5.6M |
| Brighton Jones LLC | 0.15% | Reduce -54.1% | 55,809 | $5.6M |
| Burling Wealth Partners, LLC | 1.02% | Add +747.3% | 55,145 | $5.6M |
| Ade, LLC | 2.95% | Reduce -6.1% | 55,127 | $5.6M |
| Panoramic Capital Partners, LLC | 3.84% | Reduce -44.4% | 55,080 | $5.5M |
| Cove Private Wealth, LLC | 1.95% | Reduce -3.5% | 54,450 | $5.5M |
| Blue Trust, Inc. | 0.06% | Reduce -35.3% | 54,325 | $5.5M |
| Independent Financial Group, LLC | 0.15% | Add +92.0% | 54,161 | $5.5M |
| Maseco LLP | 0.20% | — | 52,734 | $5.3M |
| Equitable Holdings, Inc. | 0.04% | Reduce -52.2% | 52,692 | $5.3M |
| Plancorp, LLC | 0.18% | Add +120.1% | 52,459 | $5.3M |
| Founders Financial Securities LLC | 0.39% | Add +29.4% | 51,532 | $5.2M |
| Integrated Advisors Network LLC | 0.23% | Add +143.6% | 50,969 | $5.1M |
| Grantvest Financial Group LLC | 3.80% | Reduce -7.2% | 50,875 | $5.1M |
| Lanark Financial, Inc. | 0.42% | Reduce -6.1% | 50,388 | $5.1M |
| IronOak Wealth LLC. | 4.89% | — | 49,980 | $5.0M |
| Clarity Financial LLC | 0.54% | Reduce -6.7% | 49,675 | $5.0M |
| Buck Wealth Strategies, LLC | 0.75% | Add +17.6% | 49,053 | $4.9M |
| Scratch Capital LLC | 3.99% | Add +14.9% | 48,743 | $4.9M |
| Red Crane Wealth Management, LLC | 4.45% | Add +20.9% | 48,506 | $4.9M |
| Clayton Partners LLC | 4.08% | Reduce -8.7% | 48,207 | $4.9M |
| First Pacific Advisors, LP | 0.07% | Add +15.1% | 48,123 | $4.8M |
| Altura Wealth Advisors Inc. | 2.70% | Add +154.8% | 47,905 | $4.8M |
| Core Wealth Partners LLC | 2.43% | Add +5.1% | 47,615 | $4.8M |
| Americana Partners, LLC | 0.16% | Reduce -11.5% | 47,453 | $4.8M |
| Strategic Financial Concepts, LLC | 0.67% | Reduce -0.4% | 46,846 | $4.7M |
| Golden State Wealth Management, LLC | 0.57% | Reduce -8.9% | 46,161 | $4.6M |
| RD Finance Ltd | 6.05% | New | 46,000 | $4.6M |
| Atria Investments, Inc | 0.05% | Reduce -34.8% | 45,591 | $4.6M |
| Hayek Kallen Investment Management | 1.55% | Add +6.6% | 45,366 | $4.6M |
| Ascentis Wealth Management, LLC | 1.25% | Add +2.4% | 45,395 | $4.6M |
| Cary Street Partners Financial LLC | 0.13% | Reduce -4.5% | 44,621 | $4.5M |
| Enhancing Capital LLC | 3.42% | Reduce -6.6% | 44,476 | $4.5M |
| Beaumont Financial Advisors, LLC | 0.32% | Reduce -86.4% | 44,102 | $4.4M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Reduce -4.2% | 44,027 | $4.4M |
| Winthrop Capital Management, LLC | 1.12% | Add +100.6% | 43,930 | $4.4M |
| Alterna Wealth Management, Inc. | 3.54% | Reduce -1.8% | 43,867 | $4.4M |
| Marion Wealth Management | 1.10% | Reduce -2.1% | 43,716 | $4.4M |
| Caliber Wealth Management, LLC / KS | 0.47% | Add +7.5% | 43,416 | $4.4M |
| Assetmark, Inc. | 0.01% | Reduce -44.9% | 43,071 | $4.3M |
| True Link Financial Advisors, LLC | 0.30% | Add +63.3% | 42,779 | $4.3M |
| St Germain D J Co. Inc. | 0.19% | Reduce -46.7% | 42,623 | $4.3M |
| Hollow Brook Wealth Management LLC | 1.24% | New | 42,077 | $4.2M |
| Archer Investment Corp | 1.00% | Reduce -5.4% | 41,757 | $4.2M |
| Baring Financial LLC | 3.14% | Add +11.0% | 41,737 | $4.2M |
| Foundations Investment Advisors, LLC | 0.07% | Add +104.6% | 41,437 | $4.2M |
| Horizon Investments, LLC | 0.07% | Reduce -21.0% | 41,661 | $4.2M |
| PCG Asset Management, LLC | 3.55% | Add +7.1% | 40,993 | $4.1M |
| StoneX Group Inc. | 0.20% | Reduce -36.6% | 40,195 | $4.0M |
| Cibc World Market Inc. | 0.01% | Reduce -13.2% | 40,060 | $4.0M |
| JDM Financial Group LLC | 1.89% | Reduce -7.4% | 39,722 | $4.0M |
| PFG Investments, LLC | 0.23% | Add +32.4% | 39,646 | $4.0M |
| Hubbell Strickland Wealth Management, LLC | 1.75% | Reduce -8.2% | 39,439 | $4.0M |
| Evermay Wealth Management LLC | 0.48% | Reduce -6.2% | 38,653 | $3.9M |
| World Investment Advisors | 0.09% | Add +55.1% | 38,320 | $3.9M |
| Headinvest, LLC | 0.82% | Add +0.2% | 38,206 | $3.8M |
| American Alpha Advisors, LLC | 3.07% | Add +16.0% | 37,750 | $3.8M |
| Arax Advisory Partners | 0.17% | Add +35.6% | 37,658 | $3.8M |
| Magnolia Private Wealth, LLC | 2.93% | Reduce -48.4% | 37,536 | $3.8M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -40.8% | 36,862 | $3.7M |
| Sage Mountain Advisors LLC | 0.23% | New | 35,050 | $3.5M |
| Steele Capital Management, Inc. | 0.17% | Reduce -7.7% | 34,648 | $3.5M |
| Tactive Advisors, LLC | 1.13% | — | 34,569 | $3.5M |
| Rochester Wealth Strategies, LLC | 2.48% | Add +38.0% | 34,375 | $3.5M |
| Quattro Financial Advisors LLC | 1.22% | No change | 34,297 | $3.5M |
| Smith, Moore & Co. | 0.29% | Add +23.9% | 34,235 | $3.4M |
| Wisconsin Capital Management LLC | 1.90% | Reduce -18.6% | 34,189 | $3.4M |
| Lincoln Capital Corp. | 1.31% | Reduce -48.1% | 33,849 | $3.4M |
| Portland Global Advisors LLC | 0.40% | Add +6.2% | 33,665 | $3.4M |
| Factor Wealth Management LTD | 0.93% | Add +53.1% | 33,611 | $3.4M |
| Merit Financial Group, LLC | 0.04% | New | 33,558 | $3.4M |
| Global Retirement Partners, LLC | 0.08% | — | 33,407 | $3.4M |
| Cowa, LLC | 1.27% | Add +24.5% | 33,208 | $3.3M |
| Coppell Advisory Solutions LLC | 0.39% | New | 32,859 | $3.3M |
| Strategic Blueprint, LLC | 0.16% | Add +13.0% | 32,799 | $3.3M |
| JNBA Financial Advisors | 0.31% | Add +987.0% | 32,447 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +170.0% | 31,394 | $3.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.79% | Add +21.9% | 31,092 | $3.1M |
| Greenwich Wealth Management LLC | 0.15% | Reduce -46.1% | 31,058 | $3.1M |
| Diversify Advisory Services, LLC | 0.12% | Reduce -56.8% | 31,066 | $3.1M |
| Ridgewood Investments LLC | 1.35% | Add +12.6% | 30,933 | $3.1M |
| Capital Planning LLC | 0.98% | Reduce -32.2% | 30,917 | $3.1M |
| Betterment LLC | 0.01% | Reduce -5.2% | 30,677 | $3.1M |
| Fort Point Capital Partners LLC | 0.31% | Reduce -3.5% | 30,673 | $3.1M |
| Beacon Capital Management, LLC | 0.42% | Reduce -14.6% | 30,648 | $3.1M |
| Pinion Investment Advisors, LLC | 1.06% | Add +441.0% | 30,643 | $3.1M |
| Flow Traders U.S. LLC | 0.11% | Reduce -57.6% | 30,643 | $3.1M |
| Root Financial Partners, LLC | 0.29% | Reduce -26.0% | 29,832 | $3.0M |
| Lantz Financial LLC | 0.75% | Add +41.9% | 29,808 | $3.0M |
| Financial Strategies Group, Inc. | 0.62% | Add +7.7% | 29,793 | $3.0M |
| Diversified Portfolios, Inc. | 0.29% | Reduce -5.1% | 29,692 | $3.0M |
| Hutchens & Kramer Investment Management Group, LLC | 1.37% | New | 29,718 | $3.0M |
| Ascentis Independent Advisors | 0.55% | Reduce -17.7% | 29,585 | $3.0M |
| Principal Securities, Inc. | 0.06% | Reduce -29.3% | 29,457 | $3.0M |
| Benjamin Edwards Inc. | 0.04% | Reduce -3.1% | 29,314 | $3.0M |
| Tidal Investments LLC | 0.02% | Reduce -80.8% | 29,392 | $2.9M |
| Ackerman Asset Management, LLC | 2.36% | Add +4.4% | 29,263 | $2.9M |
| Parkside Financial Bank & Trust | 0.32% | Add +46.5% | 29,240 | $2.9M |
| Armstrong Advisory Group, Inc. | 0.22% | Reduce -85.7% | 29,065 | $2.9M |
| Sprott Inc. | 0.15% | Add +7.7% | 28,997 | $2.9M |
| Elevate Capital Advisors, LLC | 2.32% | Add +44.0% | 28,883 | $2.9M |
| McAdam, LLC | 0.16% | Reduce -9.6% | 28,830 | $2.9M |
| Empowered Funds, LLC | 0.03% | Reduce -44.9% | 28,903 | $2.9M |
| Cura Wealth Advisors, LLC | 1.34% | Add +249.2% | 28,630 | $2.9M |
| Beacon Financial Group | 0.30% | Add +3.8% | 28,412 | $2.9M |
| TAGStone Capital, Inc. | 1.18% | Add +688.4% | 28,446 | $2.9M |
| SwitchPoint Financial Planning, LLC | 2.33% | Add +0.9% | 28,295 | $2.8M |
| Peregrine Asset Advisers, Inc. | 0.89% | Add +50.0% | 28,241 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.26% | Add +6.6% | 27,121 | $2.7M |
| Waterfront Wealth Inc. | 0.60% | Add +35.4% | 26,780 | $2.7M |
| Retirement Guys Formula LLC | 1.02% | New | 26,547 | $2.7M |
| 5th Street Advisors, LLC | 1.32% | Reduce -12.1% | 26,454 | $2.7M |
| Kane Investment Management, Inc. | 1.39% | Add +221.6% | 25,959 | $2.7M |
| Wesbanco Bank Inc. | 0.08% | New | 26,338 | $2.7M |
| One Wealth Management Investment & Advisory Services, LLC | 3.39% | Add +192.4% | 26,157 | $2.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.04% | Reduce -51.2% | 26,060 | $2.6M |
| Everstar Asset Management, LLC | 1.58% | Add +3.8% | 25,738 | $2.6M |
| New Harbor Financial Group, LLC | 0.59% | Reduce -15.3% | 25,459 | $2.6M |
| Axis Wealth Partners, LLC | 1.68% | Add +60.5% | 25,449 | $2.6M |
| Fiduciary Alliance LLC | 0.19% | Add +482.6% | 25,392 | $2.6M |
| Glen Eagle Advisors, LLC | 0.39% | Reduce -0.8% | 25,366 | $2.6M |
| Moneywise, Inc. | 1.19% | New | 25,296 | $2.5M |
| Aptus Capital Advisors, LLC | 0.03% | Add +19.1% | 25,251 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -25.7% | 25,237 | $2.5M |
| Successful Portfolios LLC | 1.55% | Reduce -10.2% | 24,983 | $2.5M |
| Leicht Financial Planning & Wealth Management, Inc. | 1.19% | Add +58.0% | 24,911 | $2.5M |
| Wick Capital Partners, LLC | 0.65% | Add +2691.1% | 208,327 | $2.5M |
| Promus Capital, LLC | 1.62% | New | 24,795 | $2.5M |
| Jim Saulnier & Associates, LLC | 1.69% | Reduce -43.5% | 24,545 | $2.5M |
| McNamara Financial Services, Inc. | 0.49% | Add +79.8% | 24,343 | $2.5M |
| Heritage Oak Wealth Advisors LLC | 0.96% | Reduce -41.1% | 24,279 | $2.4M |
| Bulwark Capital Corp | 2.04% | — | 24,084 | $2.4M |
| Premier Path Wealth Partners, LLC | 0.34% | New | 24,027 | $2.4M |
| HHM Wealth Advisors, LLC | 0.29% | Reduce -15.0% | 23,977 | $2.4M |
| Sepio Capital, LP | 0.17% | Reduce -73.4% | 23,848 | $2.4M |
| Simplicity Wealth,LLC | 0.10% | Add +54.3% | 23,380 | $2.4M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -17.9% | 23,318 | $2.3M |
| Balboa Wealth Partners | 0.47% | Reduce -14.8% | 23,239 | $2.3M |
| Signal Advisors Wealth, LLC | 0.18% | Add +66.8% | 23,208 | $2.3M |
| Discipline Wealth Solutions, LLC | 0.89% | Add +27.4% | 23,205 | $2.3M |
| McClarren Financial Advisors, Inc. | 1.52% | Add +273.0% | 23,127 | $2.3M |
| Prospera Financial Services Inc | 0.04% | Add +679.5% | 23,111 | $2.3M |
| Harbor Asset Planning, Inc. | 2.20% | — | 22,886 | $2.3M |
| Hunter Associates Investment Management LLC | 0.34% | Reduce -43.6% | 22,629 | $2.3M |
| Adaptive Financial Consulting, LLC | 0.92% | Add +218.5% | 21,938 | $2.2M |
| Talisman Wealth Advisors LLC | 2.02% | Add +16.5% | 21,927 | $2.2M |
| Hobbs Group Advisors, LLC | 0.75% | Add +53.4% | 21,857 | $2.2M |
| Huntleigh Advisors, Inc. | 0.42% | Reduce -46.0% | 21,753 | $2.2M |
| Planned Solutions, Inc. | 0.84% | Reduce -62.9% | 21,671 | $2.2M |
| Meridian Wealth Management, LLC | 0.09% | Add +30.3% | 21,484 | $2.2M |
| CW Advisors, LLC | 0.02% | Reduce -1.5% | 21,075 | $2.1M |
| Claro Advisors Inc. | 0.34% | Add +9.7% | 20,716 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +155.7% | 20,582 | $2.1M |
| Oak Harvest Investment Services | 0.26% | Reduce -5.5% | 20,550 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -16.9% | 20,479 | $2.1M |
| Ervin Investment Management, LLC | 1.28% | Add +69.9% | 20,354 | $2.0M |
| Seeds Investor LLC | 0.48% | New | 20,225 | $2.0M |
| Norris Financial Group, LLC | 0.83% | Reduce -33.8% | 20,081 | $2.0M |
| Sheridan Capital Management, LLC | 1.39% | Add +12.2% | 20,016 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +14.9% | 19,895 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +332.8% | 19,784 | $2.0M |
| Silver Lake Advisory, LLC | 0.84% | Add +4.1% | 19,689 | $2.0M |
| Bravias Capital Group, LLC | 1.44% | Add +43.9% | 19,473 | $2.0M |
| Ethos Financial Group, LLC | 0.17% | Reduce -50.9% | 19,033 | $1.9M |
| United Advisor Group, LLC | 0.33% | Reduce -28.3% | 18,997 | $1.9M |
| 4WEALTH Advisors, Inc. | 1.98% | Add +0.6% | 18,957 | $1.9M |
| Schnieders Capital Management LLC | 0.34% | New | 18,925 | $1.9M |
| Salem Investment Counselors Inc. | 0.06% | Add +16.1% | 18,904 | $1.9M |
| Victory Financial Group, LLC | 0.30% | Reduce -7.5% | 18,870 | $1.9M |
| Landing Point Financial Group, LLC | 1.20% | Add +56.6% | 18,850 | $1.9M |
| Walker Asset Management, LLC | 1.09% | Reduce -9.0% | 18,834 | $1.9M |
| Roundview Capital LLC | 0.13% | Add +278.0% | 18,769 | $1.9M |
| Ategra Capital Management, LLC | 1.50% | New | 18,749 | $1.9M |
| Peapod Lane Capital LLC | 1.89% | Add +29.9% | 18,729 | $1.9M |
| Willow Creek Wealth Management Inc. | 0.17% | Reduce -25.2% | 18,649 | $1.9M |
| Crane Advisory, LLC | 0.31% | New | 18,678 | $1.9M |
| Realta Investment Advisors | 0.74% | Reduce -0.6% | 18,542 | $1.9M |
| Private Management Group Inc. | 0.06% | Add +56.8% | 18,485 | $1.9M |
| UMB Bank, n.a. | 0.03% | Reduce -3.8% | 18,464 | $1.9M |
| Concord Asset Management, LLC | 0.28% | New | 18,321 | $1.8M |
| Concord Wealth Partners | 0.27% | New | 18,321 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +71.2% | 18,024 | $1.8M |
| Gateway Wealth Partners, LLC | 0.34% | Add +1.6% | 17,870 | $1.8M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -2.6% | 17,865 | $1.8M |
| Arete Wealth Advisors, LLC | 0.13% | Reduce -51.1% | 17,816 | $1.8M |
| Florida Financial Advisors, LLC | 0.43% | New | 17,672 | $1.8M |
| Berger Financial Group, Inc | 0.12% | Add +3.4% | 17,642 | $1.8M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +13.8% | 17,245 | $1.7M |
| Prosperity Wealth Management, Inc. | 0.64% | Reduce -20.3% | 17,182 | $1.7M |
| Elevation Wealth Partners, LLC | 0.68% | Add +1.0% | 17,097 | $1.7M |
| LifeGoal Investments, LLC | 1.62% | Add +131.7% | 16,957 | $1.7M |
| Compagnie Lombard Odier SCmA | 0.02% | Add +37.1% | 16,861 | $1.7M |
| One Capital Management, LLC | 0.06% | Add +366.4% | 16,675 | $1.7M |
| Alpha Financial Partners LLC | 1.20% | Reduce -2.7% | 16,524 | $1.7M |
| Klaas Financial Asset Advisors, LLC | 0.26% | Reduce -7.2% | 16,486 | $1.7M |
| Waycross Investment Management Co | 1.72% | No change | 16,398 | $1.7M |
| Aire Advisors, LLC | 0.32% | Add +18.3% | 16,150 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -30.7% | 16,155 | $1.6M |
| Perennial Investment Advisors, LLC | 0.16% | Add +21.6% | 15,903 | $1.6M |
| XY Planning Network, Inc. | 0.54% | Add +140.6% | 15,886 | $1.6M |
| Wooster Corthell Wealth Management, Inc. | 0.30% | Add +75.7% | 15,855 | $1.6M |
| Guidance Capital, Inc. | 0.45% | Reduce -34.1% | 15,881 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +0.8% | 15,774 | $1.6M |
| Encompass More Asset Management | 0.37% | Reduce -36.5% | 15,709 | $1.6M |
| Verus Capital Partners, LLC | 0.14% | Add +56.8% | 15,617 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -89.7% | 15,571 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -3.4% | 15,503 | $1.6M |
| RIA Advisory Group LLC | 0.45% | Reduce -0.3% | 15,330 | $1.5M |
| NWF Advisory Services Inc. | 0.18% | Add +282.2% | 15,303 | $1.5M |
| Lionshead Wealth Management, LLC | 1.42% | Reduce -43.5% | 15,276 | $1.5M |
| MPWM Advisory Solutions, LLC | 0.96% | Add +196.4% | 15,116 | $1.5M |
| Meredith Wealth Planning | 0.55% | Reduce -22.3% | 15,021 | $1.5M |
| Evolution Wealth Management Inc. | 1.83% | — | 14,758 | $1.5M |
| Affinity Capital Advisors, LLC | 0.25% | New | 14,655 | $1.5M |
| Foster & Motley Inc. | 0.08% | Reduce -41.3% | 14,579 | $1.5M |
| YHB Investment Advisors, Inc. | 0.11% | Add +67.2% | 14,550 | $1.5M |
| Retireful, LLC | 1.01% | Reduce -12.0% | 14,548 | $1.5M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -61.8% | 14,457 | $1.5M |
| AQR Capital Management | 0.00% | Add +600.5% | 14,382 | $1.4M |
| Good Life Advisors, LLC | 0.09% | Add +18.5% | 14,371 | $1.4M |
| Millennium Management | 0.00% | Reduce -96.7% | 13,869 | $1.4M |
| Triumph Capital Management | 0.42% | Add +123.5% | 13,747 | $1.4M |
| Arkadios Wealth Advisors | 0.04% | Add +259.0% | 13,699 | $1.4M |
| AdvisorNet Financial, Inc | 0.09% | Add +98.0% | 13,460 | $1.4M |
| Emerald Advisors, LLC | 0.17% | Reduce -15.8% | 13,245 | $1.3M |
| Shepherd Kaplan Krochuk, LLC | 1.16% | Reduce -24.8% | 13,220 | $1.3M |
| Partners Wealth Management, LLC | 1.49% | No change | 13,047 | $1.3M |
| Level Four Advisory Services, LLC | 0.05% | Add +84.6% | 12,823 | $1.3M |
| Geneva Partners, LLC | 0.51% | Add +22.4% | 12,724 | $1.3M |
| Crews Bank & Trust | 0.20% | Reduce -11.8% | 12,686 | $1.3M |
| Independent Wealth Network Inc. | 0.46% | Reduce -4.0% | 12,567 | $1.3M |
| Values First Advisors, Inc. | 0.69% | Reduce -1.6% | 12,533 | $1.3M |
| Berkshire Money Management, Inc. | 0.13% | Add +221.7% | 12,505 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +412.8% | 12,271 | $1.2M |
| Retirement Capital Strategies | 0.49% | Reduce -87.0% | 12,258 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | Add +12.7% | 12,224 | $1.2M |
| Secure Asset Management, LLC | 0.23% | New | 12,184 | $1.2M |
| Choreo, LLC | 0.02% | Add +10.4% | 12,100 | $1.2M |
| Nicholas Hoffman & Company, LLC. | 0.03% | Reduce -36.8% | 11,875 | $1.2M |
| Altus Wealth Group LLC | 0.53% | Add +53.2% | 11,866 | $1.2M |
| Legacy Edge Advisors, LLC | 0.16% | Add +5.0% | 11,858 | $1.2M |
| Blue Capital, Inc. | 0.84% | — | 11,780 | $1.2M |
| Fisher Asset Management | 0.00% | Add +197.1% | 11,702 | $1.2M |
| Salomon & Ludwin, LLC | 0.12% | Reduce -18.0% | 11,671 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -27.4% | 11,609 | $1.2M |
| Private Trust Co. NA | 0.11% | Add +19.2% | 11,434 | $1.2M |
| Silver Oak Securities, Incorporated | 0.09% | Add +2.8% | 11,319 | $1.1M |
| Essential Partners LLC | 0.45% | — | 11,261 | $1.1M |
| Waterloo Capital, L.P. | 0.09% | Add +51.4% | 11,235 | $1.1M |
| Argent Trust Co | 0.04% | Reduce -5.2% | 11,229 | $1.1M |
| Serenus Wealth Advisors, LLC | 0.19% | Add +0.5% | 11,143 | $1.1M |
| First American Bank | 0.08% | Add +38.3% | 11,122 | $1.1M |
| CPR Investments Inc. | 0.87% | Reduce -37.7% | 11,074 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.26% | New | 11,063 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -74.7% | 11,033 | $1.1M |
| Fortress Wealth Management, Inc. | 0.53% | Add +8.8% | 10,943 | $1.1M |
| Wealthquest Corp | 0.09% | Add +4.5% | 10,766 | $1.1M |
| Everest Private Wealth | 0.78% | New | 10,750 | $1.1M |
| Bayshore Asset Management, LLC | 0.49% | Reduce -5.0% | 10,746 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -0.3% | 10,723 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.62% | Add +0.8% | 10,722 | $1.1M |
| Vishria Bird Financial Group, LLC | 0.36% | Reduce -7.7% | 10,700 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.3% | 10,652 | $1.1M |
| Elevated Capital Advisors, LLC | 0.30% | No change | 10,584 | $1.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.17% | Add +106.5% | 10,463 | $1.1M |
| Lumbard & Kellner, LLC | 0.46% | Reduce -13.8% | 10,416 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | New | 10,287 | $1.0M |
| Essex Financial Services, Inc. | 0.07% | Add +20.8% | 10,265 | $1.0M |
| Turn8 Private Wealth Inc. | 0.74% | New | 10,237 | $1.0M |
| Savvy Advisors, Inc. | 0.07% | Add +58.6% | 10,183 | $1.0M |
| GWN Securities Inc. | 0.19% | Reduce -72.9% | 10,137 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +7.6% | 10,090 | $1.0M |
| Global Assets Advisory, LLC | 0.40% | Add +107.1% | 10,114 | $1.0M |
| New Millennium Group LLC | 0.56% | Add +141.8% | 10,019 | $1.0M |
| CAP Partners, LLC | 0.63% | Add +61.9% | 9,926 | $999K |
| 17 Capital Partners, LLC | 0.57% | Add +27.0% | 9,776 | $984K |
| Calton & Associates, Inc. | 0.17% | Add +68.4% | 9,623 | $969K |
| Nwam LLC | 0.06% | Add +5.7% | 9,588 | $966K |
| Ssi Investment Management LLC | 0.38% | Add +42.0% | 9,355 | $942K |
| NBZ Investment Advisors LLC | 0.54% | Add +26.2% | 9,339 | $940K |
| N.E.W. Advisory Services LLC | 0.09% | Reduce -11.0% | 9,315 | $938K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | New | 9,093 | $916K |
| Advisory Alpha, LLC | 0.03% | Reduce -0.6% | 9,092 | $915K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +172.9% | 9,081 | $914K |
| IFG Advisory, LLC | 0.05% | Add +126.3% | 9,063 | $913K |
| Denali Advisors LLC | 0.09% | Reduce -23.6% | 9,029 | $909K |
| One Degree Advisors Inc | 0.32% | Reduce -16.2% | 9,021 | $908K |
| Cosner Financial Group, LLC | 0.50% | Reduce -1.9% | 8,944 | $901K |
| ORG Partners LLC | 0.20% | Reduce -1.0% | 8,909 | $894K |
| RiverFront Investment Group, LLC | 0.02% | New | 8,842 | $890K |
| Prostatis Group LLC | 0.25% | Reduce -12.8% | 8,770 | $883K |
| Goelzer Investment Management, Inc. | 0.05% | Reduce -57.2% | 8,741 | $880K |
| Rothschild Investment LLC | 0.06% | Reduce -54.2% | 8,711 | $877K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.99% | No change | 8,650 | $871K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -58.6% | 8,599 | $866K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -68.0% | 8,555 | $861K |
| Pathway Financial Advisors LLC | 0.13% | Add +8.3% | 8,510 | $857K |
| Commonwealth Financial Services, LLC | 0.16% | Reduce -54.4% | 8,458 | $852K |
| Townsquare Capital LLC | 0.08% | Reduce -91.0% | 8,381 | $844K |
| Provident Investment Management, Inc. | 0.07% | Reduce -25.9% | 8,378 | $844K |
| WCM Investment Management, LLC | 0.00% | Add +5.0% | 8,377 | $843K |
| Dunhill Financial, LLC | 0.24% | Add +87.8% | 8,365 | $842K |
| Retirement Planning Group, LLC | 0.04% | Reduce -21.4% | 8,320 | $838K |
| Pure Portfolios Holdings LLC | 0.28% | Add +0.9% | 8,314 | $837K |
| Semper Augustus Investments | 0.12% | Reduce -23.3% | 8,128 | $818K |
| Mills Wealth Advisors LLC | 0.37% | Reduce -58.5% | 8,120 | $818K |
| RDA Financial Network | 0.22% | Reduce -12.6% | 8,110 | $817K |
| Compound Planning, Inc. | 0.03% | Reduce -0.9% | 8,094 | $815K |
| Sellwood Investment Partners LLC | 0.38% | Add +1.0% | 7,989 | $804K |
| Caldwell Sutter Capital, Inc. | 0.37% | Add +65.2% | 7,979 | $803K |
| Riverwater Partners LLC | 0.37% | New | 7,840 | $789K |
| Astoria Portfolio Advisors LLC. | 0.22% | New | 7,712 | $776K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -0.2% | 7,699 | $775K |
| IFG Advisors, LLC | 0.13% | Reduce -11.3% | 7,589 | $764K |
| Brown Miller Wealth Management, LLC | 0.24% | Add +14.0% | 7,528 | $758K |
| Intrua Financial, LLC | 0.11% | Reduce -55.4% | 7,511 | $756K |
| 1900 Wealth Management LLC | 0.06% | Reduce -69.1% | 7,488 | $754K |
| Sincerus Advisory, LLC | 0.70% | Reduce -40.8% | 7,431 | $748K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -11.9% | 7,337 | $739K |
| Bogart Wealth, LLC | 0.03% | Add +23.6% | 7,297 | $735K |
| WealthCollab, LLC | 0.41% | Reduce -6.0% | 7,261 | $731K |
| Austin Private Wealth, LLC | 0.06% | No change | 7,188 | $724K |
| BankPlus Wealth Management LLC | 0.47% | Add +1.1% | 7,053 | $710K |
| Traub Capital Management LLC | 0.66% | — | 7,050 | $710K |
| Harbour Investments, Inc. | 0.02% | Add +131.6% | 7,017 | $707K |
| Modera Wealth Management, LLC | 0.01% | Reduce -7.5% | 6,976 | $702K |
| Freestate Advisors LLC | 0.63% | Add +2.9% | 6,974 | $702K |
| Strategic Wealth Partners, Ltd. | 0.05% | — | 6,929 | $698K |
| DAVENPORT & Co LLC | 0.00% | No change | 6,850 | $690K |
| Meitav Investment House Ltd. | 0.01% | Reduce -9.5% | 6,843 | $689K |
| Element Wealth, LLC | 0.31% | Reduce -37.7% | 6,791 | $684K |
| Flputnam Investment Management Co. | 0.01% | New | 6,742 | $679K |
| Ironwood Investment Management LLC | 0.33% | Reduce -43.7% | 6,705 | $675K |
| Bridgewater Advisors Inc. | 0.05% | Reduce -1.1% | 6,636 | $668K |
| AlphaCore Capital LLC | 0.03% | Reduce -15.0% | 6,558 | $660K |
| Insigneo Advisory Services, LLC | 0.06% | New | 6,518 | $656K |
| Andina Capital Management, LLC | 0.46% | Reduce -10.4% | 6,484 | $653K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.0% | 6,473 | $652K |
| Bison Wealth, LLC | 0.05% | Reduce -72.6% | 6,471 | $650K |
| Stevens Capital Partners | 0.23% | New | 6,447 | $647K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -91.0% | 6,389 | $643K |
| Invst, LLC | 0.08% | New | 6,279 | $632K |
| Finley Financial, LLC | 0.32% | New | 6,270 | $631K |
| Zhang Financial LLC | 0.03% | Add +20.8% | 6,103 | $615K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -70.1% | 6,066 | $611K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -3.2% | 6,052 | $609K |
| New Wave Wealth Advisors LLC | 0.26% | Add +21.3% | 6,025 | $607K |
| DecisionPoint Financial, LLC | 0.15% | Add +1.0% | 6,036 | $606K |
| Two Sigma Securities, LLC | 0.07% | Reduce -77.8% | 5,994 | $604K |
| Goepper Burkhardt LLC | 0.22% | Reduce -2.0% | 5,977 | $602K |
| Optivise Advisory Services LLC | 0.31% | Reduce -1.1% | 5,967 | $601K |
| Objective Capital Management, LLC | 0.67% | New | 5,886 | $593K |
| Texas Yale Capital Corp. | 0.02% | Reduce -83.7% | 5,875 | $592K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +15.7% | 5,870 | $591K |
| Fullcircle Wealth LLC | 0.22% | No change | 5,862 | $589K |
| Whalen Wealth Management Inc. | 0.37% | Reduce -0.1% | 5,843 | $588K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -7.9% | 5,829 | $587K |
| West Wealth Group, LLC | 0.15% | Add +87.8% | 5,837 | $586K |
| Resurgent Financial Advisors LLC | 0.32% | New | 5,746 | $579K |
| Sugar Maple Asset Management, LLC | 0.45% | Add +130.6% | 5,727 | $577K |
| Evanson Asset Management, LLC | 0.04% | Add +17.4% | 5,705 | $574K |
| Tandem Investment Partners LLC | 0.50% | Add +26.0% | 5,669 | $571K |
| Greenwood Gearhart LLC | 0.04% | No change | 5,653 | $569K |
| Hanover Advisors Inc. | 0.23% | Add +0.9% | 5,575 | $561K |
| Clearwater Capital Advisors, LLC | 0.05% | Reduce -7.5% | 5,575 | $561K |
| Eldridge Investment Advisors, Inc. | 0.12% | Reduce -23.4% | 5,582 | $560K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -96.0% | 5,552 | $559K |
| Regency Capital Management Inc.\DE | 0.29% | Reduce -67.4% | 5,472 | $551K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -6.5% | 5,450 | $548K |
| Bragg Financial Advisors, Inc | 0.02% | New | 5,326 | $536K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.52% | New | 5,325 | $536K |
| Shufro Rose & Co. LLC | 0.04% | No change | 5,326 | $536K |
| Access Financial Services, Inc. | 0.20% | Add +23.7% | 5,283 | $532K |
| Destination Wealth Management | 0.02% | Reduce -92.0% | 5,238 | $527K |
| Bristlecone Advisors, LLC | 0.04% | Add +13.5% | 5,144 | $518K |
| Empower Advisory Group, LLC | 0.00% | No change | 5,121 | $516K |
| Chicago Partners Investment Group LLC | 0.01% | Add +3.5% | 5,114 | $515K |
| Founders Grove Wealth Partners, LLC | 0.13% | Reduce -34.5% | 5,102 | $514K |
| Shayne & Jacobs, LLC | 0.17% | No change | 5,100 | $514K |
| Argyle Capital Partners, LLC | 0.42% | Add +89.9% | 5,070 | $510K |
| Demars Financial Group, LLC | 0.20% | New | 5,069 | $510K |
| Perennial Advisors, LLC | 0.09% | New | 5,014 | $505K |
| Boothe Investment Group, Inc. | 0.19% | No change | 5,000 | $503K |
| LWM Advisory Services, LLC | 0.35% | Reduce -27.1% | 4,992 | $503K |
| Polen Capital Management LLC | 0.00% | Reduce -78.7% | 4,972 | $501K |
| Money Concepts Capital Corp. | 0.03% | New | 4,916 | $495K |
| Strategy Asset Managers LLC | 0.09% | New | 4,901 | $493K |
| Clarity Capital Advisors, LLC | 0.28% | New | 4,834 | $487K |
| Rwa Wealth Partners, LLC | 0.01% | Add +10.1% | 4,828 | $486K |
| Angeles Wealth Management, LLC | 0.03% | New | 4,774 | $481K |
| FMR LLC | 0.00% | Add +233.3% | 4,753 | $479K |
| CreativeOne Wealth, LLC | 0.01% | Add +33.5% | 4,743 | $478K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +47.0% | 4,737 | $477K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -18.8% | 4,704 | $474K |
| Synovus Financial Corp. | 0.01% | Add +3.9% | 4,695 | $473K |
| Portfolio Strategies, Inc. | 0.06% | Add +1.9% | 4,652 | $468K |
| Coyle Financial Counsel LLC | 0.12% | Add +40.9% | 4,621 | $465K |
| Greenline Partners, LLC | 0.06% | Reduce -92.3% | 4,606 | $464K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -15.2% | 4,537 | $457K |
| Diversified Enterprises, LLC | 0.03% | Reduce -7.1% | 4,505 | $454K |
| NewEdge Wealth, LLC | 0.01% | New | 4,482 | $450K |
| GHP Investment Advisors, Inc. | 0.02% | Add +123.0% | 4,456 | $449K |
| Alaethes Wealth, LLC | 0.13% | New | 4,400 | $443K |
| Trivium Point Advisory, LLC | 0.05% | New | 4,347 | $438K |
| SPG Advisors LLC | 5.25% | — | 4,346 | $438K |
| Avior Wealth Management, LLC | 0.01% | Add +25.6% | 4,234 | $426K |
| Ogorek Anthony Joseph /NY/ | 0.13% | Reduce -3.9% | 4,215 | $424K |
| Landaas & Co. /Wi | 0.10% | Add +27.4% | 4,160 | $419K |
| Treasure Coast Financial Planning | 0.24% | No change | 4,140 | $417K |
| Luminvest Wealth Management LLC | 0.15% | Add +15.1% | 4,112 | $414K |
| Private Client Services, LLC | 0.16% | New | 4,078 | $411K |
| Nilsine Partners, LLC | 0.04% | New | 4,066 | $409K |
| Koshinski Asset Management, Inc. | 0.03% | Add +82.7% | 4,062 | $409K |
| Westmount Partners, LLC | 0.11% | New | 4,008 | $404K |
| Jessup Wealth Management, Inc | 0.16% | Reduce -0.6% | 3,994 | $402K |
| New Capital Management LP | 0.11% | Reduce -17.3% | 3,980 | $401K |
| Arkfeld Wealth Strategies, L.L.C. | 0.16% | Add +1.0% | 3,977 | $399K |
| Brookwood Investment Group LLC | 0.06% | Reduce -13.8% | 3,965 | $399K |
| Cannon Advisors, Inc. | 0.32% | Reduce -0.1% | 3,920 | $395K |
| Guild Investment Management, Inc. | 0.34% | No change | 3,900 | $393K |
| Weaver Consulting Group | 0.11% | Add +2.7% | 3,880 | $391K |
| Timber Creek Capital Management LLC | 0.10% | Add +10.3% | 3,862 | $388K |
| NDVR, Inc. | 0.36% | New | 3,801 | $383K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 3,800 | $383K |
| Eagle Rock Investment Company, LLC | 0.06% | Reduce -21.1% | 3,750 | $378K |
| Inspire Advisors, LLC | 0.04% | New | 3,744 | $377K |
| WT Wealth Management | 0.11% | Add +1.1% | 3,741 | $377K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +22.3% | 3,705 | $373K |
| Nations Financial Group Inc, /Ia/ | 0.03% | New | 3,692 | $372K |
| Donaldson Capital Management, LLC | 0.01% | No change | 3,637 | $366K |
| Note Advisors, LLC | 0.25% | No change | 3,632 | $366K |
| Modern Wealth Management, LLC | 0.01% | Reduce -35.5% | 3,617 | $364K |
| Vise Technologies, Inc. | 0.01% | — | 3,581 | $361K |
| Ancora Advisors LLC | 0.01% | Add +311.3% | 3,578 | $360K |
| Retirement Investment Advisors, Inc. | 0.03% | Reduce -1.4% | 3,492 | $352K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Reduce -18.7% | 3,477 | $350K |
| Highline Wealth Partners LLC | 0.10% | Reduce -6.4% | 3,473 | $350K |
| IFP Advisors, Inc | 0.01% | Reduce -18.5% | 3,459 | $348K |
| Northland Capital Management LLC | 0.21% | Add +14.0% | 3,420 | $344K |
| Total Clarity Wealth Management, Inc. | 0.10% | New | 3,394 | $342K |
| Legacy Investment Solutions, LLC | 0.18% | — | 3,386 | $341K |
| Legacy Wealth Managment, LLC | 0.18% | Add +82.4% | 3,386 | $341K |
| Able Wealth Management LLC | 0.17% | Add +36.1% | 3,382 | $341K |
| Addison Capital Co | 0.12% | Add +5.9% | 3,369 | $339K |
| Mayport, LLC | 0.08% | Add +6.4% | 3,325 | $335K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -42.6% | 3,318 | $334K |
| Petra Financial Advisors Inc. | 0.21% | Reduce -21.6% | 3,314 | $334K |
| Institute for Wealth Management, LLC. | 0.04% | Add +28.6% | 3,309 | $333K |
| WealthPLAN Partners, LLC | 0.05% | Add +27.9% | 3,301 | $332K |
| ELCO Management Co., LLC | 0.17% | No change | 3,300 | $332K |
| Cable Car Capital, LP | 0.31% | Add +1.0% | 3,292 | $331K |
| Capitol Family Office, Inc. | 0.43% | Add +1.3% | 3,291 | $331K |
| RHS Financial, LLC | 0.19% | Add +41.4% | 3,287 | $331K |
| Advyzon Investment Management, LLC | 0.07% | Add +13.8% | 3,278 | $330K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -1.1% | 3,264 | $329K |
| Wealthspire Advisors, LLC | 0.00% | Add +28.3% | 3,264 | $329K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -88.8% | 3,201 | $322K |
| Bedel Financial Consulting, Inc. | 0.04% | New | 3,195 | $322K |
| Ulland Investment Advisors, LLC | 0.26% | Add +1947.4% | 3,112 | $313K |
| Oliver Lagore Vanvalin Investment Group | 0.12% | — | 3,071 | $309K |
| Dean, Jacobson Financial Services, LLC | 0.24% | New | 3,060 | $308K |
| Vident Advisory, LLC | 0.00% | Add +35.0% | 3,060 | $308K |
| MN Wealth Advisors, LLC | 0.18% | Reduce -92.1% | 3,021 | $304K |
| Widmann Financial Services, Inc. | 0.21% | Add +36.4% | 3,000 | $302K |
| PenderFund Capital Management Ltd. | 0.17% | New | 3,000 | $302K |
| Madison Wealth Partners, Inc | 0.07% | Add +37.1% | 2,993 | $301K |
| Forum Financial Management, LP | 0.00% | New | 2,971 | $299K |
| Family Investment Center, Inc. | 0.07% | Reduce -21.0% | 2,892 | $291K |
| Quantinno Capital Management LP | 0.00% | Reduce -84.2% | 2,802 | $282K |
| Sweeney & Michel, LLC | 0.10% | Reduce -9.4% | 2,772 | $279K |
| 1858 Wealth Management, LLC | 0.20% | Reduce -17.9% | 2,756 | $278K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -1.3% | 2,756 | $278K |
| Probity Advisors, Inc. | 0.05% | Reduce -65.2% | 2,721 | $274K |
| Western Wealth Management, LLC | 0.02% | New | 2,706 | $272K |
| Sandbox Financial Partners, LLC | 0.09% | Reduce -96.8% | 2,691 | $271K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -33.3% | 2,655 | $267K |
| Continuum Advisory, LLC | 0.03% | No change | 2,638 | $266K |
| Scarborough Advisors, LLC | 0.05% | New | 2,622 | $264K |
| Sunbelt Securities, Inc. | 0.02% | Add +5.7% | 2,628 | $264K |
| Oarsman Capital, Inc. | 0.04% | Reduce -43.7% | 2,554 | $257K |
| Wealthcare Capital Partners, LLC | 0.13% | Add +19.6% | 2,553 | $257K |
| Virtue Capital Management, LLC | 0.05% | Reduce -11.1% | 2,551 | $257K |
| Index Fund Advisors, Inc. | 0.01% | Add +3.1% | 2,528 | $255K |
| GeoWealth Management, LLC | 0.01% | Add +102.3% | 2,509 | $253K |
| AlTi Global, Inc. | 0.01% | Reduce -48.9% | 2,506 | $252K |
| IMPACTfolio, LLC | 0.12% | New | 2,491 | $251K |
| Bordeaux Wealth Advisors LLC | 0.03% | New | 2,490 | $251K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 2,489 | $251K |
| Consolidated Portfolio Review Corp | 0.03% | New | 2,480 | $250K |
| L.K. Benson & Company, P.C. | 0.15% | New | 2,468 | $248K |
| Financial Guidance Group, Inc. | 0.12% | New | 2,450 | $247K |
| Northstar Group, Inc. | 0.04% | New | 2,450 | $247K |
| Harvest Investment Services, LLC | 0.05% | New | 2,408 | $242K |
| Pacifica Partners Inc. | 0.10% | No change | 2,393 | $241K |
| Chesapeake Asset Management LLC | 0.22% | Add +31.3% | 2,390 | $241K |
| Sovran Advisors, LLC | 0.02% | Reduce -22.4% | 2,370 | $238K |
| Kovack Advisors, Inc. | 0.02% | Reduce -5.2% | 2,322 | $234K |
| Morton Capital Management LLC | 0.04% | Reduce -0.6% | 2,318 | $233K |
| Intelligence Driven Advisers, LLC | 0.04% | Reduce -33.1% | 2,313 | $233K |
| Buckhead Capital Management LLC | 0.09% | No change | 2,293 | $231K |
| Sightline Wealth Advisors, LLC | 0.11% | Add +9.5% | 2,255 | $227K |
| Ridgeline Wealth, LLC | 0.18% | Reduce -95.1% | 2,236 | $225K |
| First Hawaiian Bank | 0.03% | New | 2,224 | $224K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -5.0% | 2,219 | $223K |
| L.M. Kohn & Company | 0.06% | New | 2,218 | $223K |
| Quadcap Wealth Management, LLC | 0.03% | Add +2.0% | 2,203 | $222K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,200 | $222K |
| Alkeme Wealth, LLC | 0.10% | Add +1.3% | 2,193 | $221K |
| Seelaus Asset Management LLC | 0.19% | No change | 2,150 | $216K |
| SilverOak Wealth Management LLC | 0.04% | New | 2,127 | $214K |
| DMC Group, LLC | 0.16% | Reduce -88.4% | 2,105 | $212K |
| Agf Management Ltd. | 0.00% | No change | 2,092 | $211K |
| Keystone Wealth Services, LLC | 0.05% | New | 2,082 | $210K |
| Liberty Wealth Management LLC | 0.03% | New | 2,072 | $209K |
| National Bank of Canada | 0.00% | Reduce -87.1% | 2,073 | $208K |
| MMBG Investment Advisors Co. | 0.02% | No change | 2,065 | $208K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 2,057 | $207K |
| Maia Wealth LLC | 0.04% | Reduce -54.5% | 2,051 | $207K |
| Consilium Wealth Advisory, LLC | 0.09% | New | 2,022 | $204K |
| United Community Bank | 0.07% | No change | 2,010 | $202K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -8.6% | 2,004 | $202K |
| Raelipskie Partnership | 0.09% | No change | 2,000 | $201K |
| North Capital, Inc. | 0.17% | No change | 2,000 | $201K |
| Wulff, Hansen & Co. | 0.17% | New | 2,000 | $201K |
| Stonebridge Financial Planning Group, LLC | 0.08% | No change | 2,000 | $201K |
| Rathbones Group PLC | 0.00% | New | 2,000 | $201K |
| Armor Investment Advisors, LLC | 0.08% | No change | 1,994 | $201K |
| Quantum Capital Management, LLC / NJ | 0.02% | Reduce -29.5% | 1,990 | $200K |
| Falcon Wealth Planning | 0.02% | New | 1,988 | $200K |
| Delta Accumulation, LLC | 0.42% | Reduce -31.2% | 1,962 | $198K |
| Costello Asset Management, INC | 0.07% | Add +22.1% | 1,954 | $197K |
| Park Place Capital Corp | 0.04% | Add +21.3% | 1,819 | $183K |
| Cohalo Advisory LLC | 13.62% | Reduce -34.8% | 1,770 | $178K |
| Bruce G. Allen Investments, LLC | 0.13% | Reduce -17.9% | 1,751 | $176K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -90.1% | 1,735 | $175K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -2.9% | 1,599 | $161K |
| Sound Income Strategies, LLC | 0.01% | Reduce -93.0% | 1,527 | $154K |
| FSA Wealth Management LLC | 0.06% | New | 1,500 | $151K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 1,472 | $148K |
| Asset Dedication, LLC | 0.01% | Reduce -19.5% | 1,459 | $147K |
| General Partner, Inc. | 0.08% | No change | 1,400 | $141K |
| S.A. Mason LLC | 0.06% | New | 1,184 | $119K |
| Rossby Financial, LCC | 0.04% | Add +15.2% | 1,158 | $117K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Reduce -46.7% | 1,105 | $111K |
| Creative Financial Designs Inc. | 0.01% | Add +0.8% | 1,101 | $111K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 1,000 | $101K |
| Creekmur Asset Management LLC | 0.02% | Add +10.8% | 995 | $100K |
| Capital Analysts, LLC | 0.00% | Reduce -1.8% | 945 | $95K |
| Spire Wealth Management | 0.00% | Reduce -51.6% | 890 | $90K |
| Kings Path Partners LLC | 0.03% | Reduce -0.8% | 836 | $84K |
| Kozak & Associates, Inc. | 0.02% | Add +1.0% | 807 | $81K |
| Robinswood Financial LLC | 0.03% | No change | 785 | $79K |
| Financial Management Professionals, Inc. | 0.01% | No change | 750 | $76K |
| Investment Counsel Co. of Nevada | 0.15% | Add +1.1% | 745 | $75K |
| Clarity Asset Management, Inc. | 0.04% | New | 717 | $72K |
| 2UniFi Bank | 0.04% | No change | 700 | $70K |
| Dagco, Inc. | 0.02% | New | 698 | $70K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -55.7% | 689 | $69K |
| Strengthening Families & Communities, LLC | 0.04% | Add +1.0% | 683 | $69K |
| Ameriflex Group, Inc. | 0.03% | Add +396.8% | 626 | $63K |
| McIlrath & Eck, LLC | 0.01% | Add +6.2% | 570 | $57K |
| Crewe Advisors LLC | 0.01% | New | 562 | $57K |
| Larson Financial Group LLC | 0.00% | Reduce -76.6% | 546 | $55K |
| Painted Porch Advisors LLC | 0.02% | No change | 527 | $53K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 523 | $53K |
| Kiker Wealth Management, LLC | 0.03% | No change | 518 | $52K |
| LRI Investments, LLC | 0.00% | Reduce -66.1% | 420 | $42K |
| Grove Bank & Trust | 0.01% | New | 400 | $40K |
| Community Bank, N.A. | 0.01% | Reduce -4.5% | 400 | $40K |
| TCTC Holdings, LLC | 0.00% | No change | 392 | $39K |
| Sachetta, LLC | 0.02% | Reduce -77.7% | 386 | $39K |
| Maryland Capital Advisors Inc. | 0.01% | Add +0.8% | 376 | $38K |
| True Wealth Design, LLC | 0.01% | No change | 295 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 290 | $29K |
| Frisco Financial Planning LLC | 0.02% | Reduce -52.3% | 269 | $27K |
| First Horizon Advisors, Inc. | 0.00% | Add +42.2% | 229 | $23K |
| Key Financial Inc | 0.00% | New | 222 | $22K |
| Whittier Trust Co. | 0.00% | New | 206 | $21K |
| Avion Wealth | 0.00% | New | 205 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -43.8% | 182 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | Add +167.2% | 171 | $17K |
| Briaud Financial Planning Inc | 0.01% | New | 133 | $13K |
| Citigroup Inc. | 0.00% | Add +270.6% | 126 | $13K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 118 | $12K |
| HFM Investment Advisors, LLC | 0.01% | No change | 116 | $12K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 114 | $12K |
| Keener Financial Planning LLC | 0.01% | New | 118 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -54.7% | 112 | $11K |
| Millstone Evans Group, LLC | 0.01% | Reduce -75.7% | 100 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 99 | $10K |
| Proathlete Wealth Management LLC | 0.00% | No change | 93 | $9K |
| Capital A Wealth Management, LLC | 0.10% | New | 89 | $9K |
| WFA of San Diego, LLC | 0.01% | — | 84 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 81 | $8K |
| Blair William & Co. | 0.00% | Add +1.3% | 80 | $8K |
| Toronto Dominion Bank | 0.00% | Reduce -97.5% | 68 | $7K |
| Gold Investment Management Ltd. | 0.00% | Add +1.8% | 58 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 54 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +2.0% | 51 | $5K |
| Centerpoint Advisors, LLC | 0.00% | Reduce -79.0% | 52 | $5K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 39 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 38 | $4K |
| IMG Wealth Management, Inc. | 0.00% | Add +3.0% | 34 | $3K |
| Jones Financial Companies LLLP | 0.00% | Reduce -80.7% | 29 | $3K |
| Moser Wealth Advisors, LLC | 0.00% | No change | 25 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 16 | $2K |
| Newton One Investments LLC | 0.00% | New | 16 | $2K |
| Quaker Wealth Management, LLC | 0.00% | — | 15 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 13 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 10 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -20.0% | 4 | $406 |
| Franklin Resources Inc. | 0.00% | No change | 4 | $403 |
| Morgan Dempsey Capital Management LLC | 0.00% | Reduce -98.7% | 1 | $78 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $56 |
| Brooklyn Investment Group | 0.00% | No change | 1 | $42 |
"% 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.