iShares 0-3 Month Treasury BSGOVETF
13F holders, Q4 2025 (December 31)1,109holders +115
128new positions
82sold out
6famous investors
$100.27avg. 13F price*
At the end of Q4 2025, 1,109 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 115 from Q3 2025. 128 opened new positions and 82 sold out. The largest holders were Bank of America Corp. ($1.1B), LPL Financial LLC ($883.0M) and Morgan Stanley ($802.9M). 6 famous investors held it, including Joel Greenblatt (0.7% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Chris Bloomstran (0.0% of Semper Augustus Investments'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 128 | $790.4M |
| Exits | 82 | $250.8M |
All 13F filers, Q3 2025 → Q4 2025: 30,606,140 shares bought and 25,016,230 shares sold, net +5,589,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,109 holders
| Bank of America Corp. | 0.08% | Add +8.8% | 10,750,215 | $1.1B |
| LPL Financial LLC | 0.24% | Add +11.3% | 8,796,355 | $883.0M |
| Morgan Stanley | 0.05% | Reduce -3.1% | 7,998,636 | $802.9M |
| CIBC Private Wealth Group LLC | 0.70% | Add +129.3% | 4,141,877 | $415.8M |
| Cerity Partners LLC | 0.58% | Add +111.8% | 3,943,067 | $395.8M |
| Raymond James Financial Inc. | 0.08% | Add +2.0% | 2,671,944 | $268.2M |
| UBS Group AG | 0.05% | Add +27.2% | 2,591,192 | $260.1M |
| Osaic Holdings, Inc. | 0.38% | Add +4.0% | 2,589,933 | $260.0M |
| GM Advisory Group, LLC | 9.81% | Reduce -3.0% | 2,493,491 | $250.3M |
| JPMorgan Chase & Co. | 0.02% | Add +14.0% | 2,350,796 | $236.0M |
| Royal Bank of Canada | 0.04% | Add +71.8% | 2,350,357 | $235.9M |
| Focus Partners Wealth | 0.26% | Add +127.3% | 2,256,061 | $226.5M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +13.1% | 2,125,547 | $213.5M |
| Confluence Investment Management LLC | 3.15% | Reduce -19.6% | 2,091,242 | $209.9M |
| NorthRock Partners, LLC | 3.42% | Add +7.3% | 2,019,427 | $202.7M |
| Ameriprise Financial Inc. | 0.05% | Add +4.5% | 2,017,655 | $202.5M |
| Captrust Financial Advisors | 0.38% | Add +8.6% | 2,007,142 | $201.5M |
| Cetera Investment Advisers | 0.21% | Reduce -1.7% | 1,907,424 | $191.5M |
| Wells Fargo & Company | 0.04% | Add +29.8% | 1,859,430 | $186.6M |
| Gotham Asset Management | 0.66% | Add +15.2% | 1,787,394 | $179.4M |
| Robinhood Asset Management, LLC | 14.16% | — | 1,770,674 | $177.7M |
| Hamilton Capital Partners Inc. | 5.85% | Add +7.7% | 1,585,630 | $159.2M |
| Westerkirk Capital Inc. | 14.90% | New | 1,523,760 | $153.0M |
| Waverly Advisors, LLC | 1.20% | Reduce -5.1% | 1,471,057 | $147.7M |
| MAI Capital Management | 0.79% | Reduce -5.0% | 1,356,435 | $136.2M |
| Privium Fund Management (UK) Ltd | 97.46% | New | 1,300,000 | $130.5M |
| Woodley Farra Manion Portfolio Management Inc. | 6.21% | Add +35.5% | 1,298,080 | $130.3M |
| CX Institutional | 3.84% | Reduce -10.2% | 1,281,899 | $128.7M |
| Prudential Financial Inc. | 0.15% | Reduce -20.0% | 1,235,713 | $124.0M |
| Peapack Gladstone Financial Corp. | 1.52% | Add +7.0% | 1,202,367 | $120.7M |
| Cynosure Group, LLC | 12.13% | Reduce -5.8% | 1,187,975 | $119.2M |
| Aaron Wealth Advisors LLC | 6.47% | Reduce -29.8% | 1,158,134 | $116.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -5.7% | 1,136,034 | $114.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +10.6% | 1,127,060 | $113.1M |
| Farther Finance Advisors, LLC | 1.14% | Add +8.8% | 1,053,185 | $105.7M |
| Alpha Wealth Funds, LLC | 70.85% | Add +23.4% | 1,051,068 | $105.5M |
| Stifel Financial Corp. | 0.09% | Add +13.6% | 1,049,078 | $105.3M |
| Mutual Advisors, LLC | 2.17% | Reduce -0.1% | 1,008,955 | $101.3M |
| Balentine LLC | 3.83% | Add +17.1% | 1,006,925 | $101.1M |
| Cheviot Value Management, LLC | 9.65% | Add +12.3% | 976,055 | $98.2M |
| Awm Capital, LLC | 8.85% | Reduce -21.6% | 970,749 | $97.4M |
| Sequoia Financial Advisors, LLC | 0.54% | Reduce -10.4% | 964,982 | $96.9M |
| Cresset Asset Management, LLC | 0.40% | Reduce -13.3% | 938,528 | $94.2M |
| Composition Wealth, LLC | 1.35% | Add +19.5% | 937,237 | $94.1M |
| Peavine Capital, LLC | 18.79% | Reduce -6.8% | 885,897 | $88.9M |
| Wealthfront Advisers LLC | 0.20% | Add +74.6% | 875,760 | $87.9M |
| Potomac Fund Management Inc. | 3.16% | Reduce -90.8% | 855,521 | $85.9M |
| Commonwealth Equity Services, LLC | 0.11% | Add +13.1% | 823,845 | $82.7M |
| Selective Wealth Management, Inc. | 24.62% | Add +6.3% | 784,344 | $78.8M |
| BlackRock, Inc. | 0.00% | Add +6.2% | 767,431 | $77.0M |
| Rwwm, Inc. | 5.28% | New | 765,241 | $76.8M |
| Avos Capital Management, LLC | 33.05% | Add +15.2% | 753,287 | $75.6M |
| HighTower Advisors, LLC | 0.08% | Add +9.8% | 738,130 | $74.1M |
| PSP Research LLC | 61.41% | — | 700,000 | $70.3M |
| Raffa Wealth Management, LLC | 10.72% | Add +9.2% | 694,606 | $69.7M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Reduce -18.0% | 688,484 | $69.1M |
| Zurich Insurance Group Ltd | 0.47% | New | 673,096 | $67.6M |
| Moneco Advisors, LLC | 5.36% | Add +1.0% | 672,747 | $67.5M |
| Flagship Harbor Advisors, LLC | 3.18% | Add +12.8% | 672,160 | $67.5M |
| Titleist Asset Management, LLC | 5.39% | Reduce -10.6% | 663,538 | $66.6M |
| Evolve Private Wealth, LLC | 3.90% | — | 654,830 | $65.7M |
| Axxcess Wealth Management, LLC | 1.17% | Reduce -4.1% | 651,213 | $65.4M |
| Ridgepath Capital Management LLC | 29.95% | No change | 647,593 | $65.2M |
| Nierenberg Investment Management Company, LLC | 32.44% | New | 640,597 | $64.3M |
| AE Wealth Management LLC | 0.37% | Add +27.0% | 638,989 | $64.1M |
| Aspen Capital Management, LLC | 15.60% | Reduce -7.5% | 627,550 | $63.0M |
| D.A. Davidson & Co. | 0.38% | Add +13.1% | 618,514 | $62.1M |
| Sollinda Capital Management LLC | 15.81% | Reduce -9.1% | 616,445 | $61.9M |
| Equity Investment Corp. | 1.19% | Add +8.0% | 587,041 | $58.9M |
| Exencial Wealth Advisors, LLC | 1.86% | Add +31.2% | 585,728 | $58.8M |
| AlphaStar Capital Management, LLC | 4.25% | Reduce -61.2% | 576,397 | $57.9M |
| Peak Retirement Planning, Inc. | 13.45% | Add +9.1% | 572,280 | $57.4M |
| Fiduciary Financial Group, LLC | 8.07% | Add +47.9% | 569,208 | $57.1M |
| Punch Card Management L.P. | 18.88% | No change | 566,000 | $56.8M |
| Cambridge Associates LLC /Ma/ | 0.93% | Reduce -27.9% | 563,997 | $56.6M |
| Bleakley Financial Group, LLC | 0.98% | Add +11.9% | 560,731 | $56.3M |
| MML Investors Services, LLC | 0.14% | Add +12.3% | 553,043 | $55.5M |
| Neuberger Berman Group LLC | 0.04% | Add +118.8% | 534,063 | $53.6M |
| Oppenheimer Asset Management Inc. | 0.66% | Add +32.1% | 531,478 | $53.3M |
| Evergreen Capital Management LLC | 1.17% | Add +80.7% | 519,636 | $52.2M |
| Resonant Capital Advisors, LLC | 2.79% | Add +11.5% | 506,100 | $50.8M |
| Lee Johnson Capital Management, LLC | 16.82% | Add +4.2% | 488,414 | $49.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Add +146.4% | 482,107 | $48.4M |
| Beaumont Financial Advisors, LLC | 3.18% | Add +1074.7% | 480,286 | $48.2M |
| Elm Partners Management LLC | 2.18% | Reduce -40.5% | 479,084 | $48.1M |
| Truist Financial Corp. | 0.06% | Add +11.9% | 477,815 | $48.0M |
| Arjuna Capital | 11.69% | Reduce -8.0% | 475,316 | $47.7M |
| Marex Group Ltd | 0.52% | Reduce -9.6% | 474,685 | $47.6M |
| Mesirow Financial Investment Management, Inc. | 0.96% | Reduce -1.8% | 466,106 | $46.8M |
| Advisory Services Network, LLC | 0.66% | Add +67.0% | 465,506 | $46.7M |
| Mariner, LLC | 0.06% | Add +15.1% | 464,925 | $46.7M |
| Smithfield Trust Co | 2.00% | Add +11.8% | 449,958 | $45.2M |
| Creative Planning | 0.03% | Add +18.8% | 438,815 | $44.0M |
| Dynamic Financial Group | 37.55% | Reduce -28.2% | 438,475 | $44.0M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -7.9% | 430,441 | $43.2M |
| 3EDGE Asset Management, LP | 2.21% | Add +49.6% | 424,101 | $42.6M |
| Synergy Asset Management, LLC | 4.37% | Reduce -75.4% | 418,999 | $42.1M |
| Steward Partners Investment Advisory, LLC | 0.23% | Add +10.7% | 417,402 | $41.9M |
| Rockefeller Capital Management L.P. | 0.07% | Add +22.2% | 406,640 | $40.8M |
| Wealthcare Advisory Partners LLC | 0.77% | Add +155.8% | 389,051 | $39.1M |
| First Wilshire Securities Management Inc. | 9.70% | Add +115.2% | 384,024 | $38.5M |
| Index Fund Advisors, Inc. | 1.80% | Reduce -2.2% | 381,204 | $38.3M |
| Ryan Investment Management, Inc. | 20.86% | New | 375,265 | $37.7M |
| Omnia Family Wealth, LLC | 10.85% | Add +88.0% | 365,934 | $36.7M |
| Coldstream Capital Management Inc. | 0.47% | Add +2.0% | 362,246 | $36.4M |
| Orion Capital Management LLC | 12.14% | Add +2.4% | 358,473 | $36.0M |
| Private Advisor Group, LLC | 0.17% | Add +36.0% | 356,077 | $35.7M |
| Bitterroot Capital Advisors LLC | 24.33% | — | 353,813 | $35.5M |
| Kestra Advisory Services, LLC | 0.15% | Add +17.7% | 352,972 | $35.4M |
| Sanctuary Advisors, LLC | 0.19% | Add +13.5% | 344,687 | $34.6M |
| Perigon Wealth Management, LLC | 0.62% | Add +1.1% | 344,356 | $34.6M |
| Cwm, LLC | 0.09% | Reduce -13.7% | 342,399 | $34.4M |
| Advisors Capital Management, LLC | 0.40% | Reduce -52.1% | 338,462 | $34.0M |
| Brookstone Capital Management | 0.38% | Add +12.6% | 332,517 | $33.4M |
| One Day In July LLC | 2.73% | Reduce -23.5% | 331,330 | $33.3M |
| RFG Advisory, LLC | 0.61% | Reduce -0.6% | 323,997 | $32.5M |
| Wedbush Securities Inc. | 0.92% | Add +3.9% | 314,596 | $31.6M |
| Tolleson Wealth Management, Inc. | 4.53% | New | 312,901 | $31.4M |
| Consolidated Capital Management, LLC | 9.26% | Add +4337.8% | 304,879 | $30.6M |
| Savant Capital, LLC | 0.17% | Add +64.7% | 304,662 | $30.6M |
| Opus Capital Group, LLC | 3.31% | Add +2.6% | 303,958 | $30.5M |
| AQR Capital Management | 0.02% | Add +1327.8% | 294,534 | $29.6M |
| Almanack Investment Partners, LLC. | 5.02% | Add +35.9% | 294,499 | $29.6M |
| Diversified Trust Co. | 0.54% | Reduce -22.5% | 294,280 | $29.5M |
| Partners Capital Investment Group, LLP | 1.07% | Reduce -7.7% | 287,091 | $28.8M |
| Tortoise Investment Management, LLC | 2.52% | Reduce -8.3% | 285,711 | $28.7M |
| M. Kulyk & Associates, LLC | 5.44% | Reduce -10.8% | 283,402 | $28.4M |
| Decker Retirement Planning Inc. | 14.01% | Add +45.5% | 280,808 | $28.2M |
| Aristotle Capital Management, LLC | 0.06% | Reduce -72.2% | 277,083 | $27.8M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -8.7% | 276,304 | $27.7M |
| Stratos Wealth Advisors, LLC | 1.31% | Reduce -13.1% | 269,541 | $27.1M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +7.9% | 267,400 | $26.8M |
| Maxi Investments CY Ltd | 4.84% | Reduce -82.7% | 265,000 | $26.6M |
| Trek Financial, LLC | 1.54% | Add +18.5% | 264,686 | $26.6M |
| Traphagen Investment Advisors LLC | 2.19% | Add +3.8% | 264,628 | $26.6M |
| Laurel Wealth Advisors LLC | 3.47% | Add +4.6% | 261,487 | $26.2M |
| Stansberry Asset Management, LLC | 2.68% | Reduce -0.7% | 260,614 | $26.2M |
| Bangor Savings Bank | 2.09% | Reduce -2.0% | 259,127 | $26.0M |
| Empowered Funds, LLC | 0.44% | Add +9.6% | 258,644 | $26.0M |
| Meeder Advisory Services, Inc. | 1.10% | Add +9.8% | 255,232 | $25.6M |
| VestGen Advisors, LLC | 1.08% | Add +128.8% | 253,257 | $25.4M |
| Prescott Group Capital Management, L.L.C. | 2.34% | New | 251,101 | $25.2M |
| Westfuller Advisors, LLC | 10.18% | Add +171.7% | 250,651 | $25.2M |
| Pecaut & Co. | 8.11% | Reduce -0.0% | 250,422 | $25.1M |
| Owen LaRue, LLC | 9.46% | Reduce -2.6% | 247,668 | $24.9M |
| Miramontes Capital, LLC | 8.48% | — | 247,637 | $24.9M |
| L2 Asset Management, LLC | 3.30% | Add +2.7% | 245,884 | $24.7M |
| Kohmann Bosshard Financial Services, LLC | 2.24% | Add +6.8% | 245,697 | $24.6M |
| Vickerman Investment Advisors, Inc. | 4.85% | Reduce -14.7% | 241,943 | $24.3M |
| Stephens Inc. | 0.30% | Add +36.9% | 240,655 | $24.2M |
| RPS Advisory Solutions LLC | 11.13% | Add +58.4% | 234,964 | $23.6M |
| Sandhill Capital Partners LLC | 1.68% | Add +103.5% | 234,618 | $23.6M |
| TLWM | 4.29% | Reduce -52.1% | 233,603 | $23.4M |
| JDM Financial Group LLC | 8.90% | Add +111.2% | 228,459 | $22.9M |
| Corient Private Wealth LP | 0.03% | Reduce -32.2% | 227,871 | $22.9M |
| Quantinno Capital Management LP | 0.05% | Reduce -47.6% | 226,370 | $22.7M |
| Altiora Financial Group, LLC | 3.78% | Reduce -30.6% | 218,567 | $21.9M |
| Lido Advisors, LLC | 0.09% | Add +1.3% | 216,088 | $21.8M |
| Focused Wealth Management, Inc | 2.29% | Reduce -18.1% | 214,669 | $21.5M |
| Wellspring Financial Advisors, LLC | 1.70% | Reduce -18.0% | 214,492 | $21.5M |
| Five Oceans Advisors | 7.59% | Reduce -0.1% | 214,024 | $21.5M |
| Brown Advisory Inc. | 0.03% | Reduce -6.6% | 212,802 | $21.4M |
| HUB Investment Partners, LLC | 0.58% | Add +31.4% | 212,267 | $21.3M |
| Retirement Planning Group, LLC | 0.70% | Add +14.9% | 212,032 | $21.3M |
| Scotia Capital Inc. | 0.09% | Reduce -41.4% | 211,654 | $21.2M |
| Centric Wealth Management | 4.43% | Add +181.8% | 209,122 | $21.0M |
| Valmark Advisers, Inc. | 0.26% | Add +35.5% | 208,610 | $20.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 206,040 | $20.7M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +7.3% | 205,827 | $20.7M |
| Crescent Grove Advisors, LLC | 1.96% | Add +49.8% | 205,156 | $20.6M |
| Capital Investment Advisors, LLC | 0.31% | Add +18.0% | 203,932 | $20.5M |
| Shrier Wealth Management, LLC | 8.13% | — | 203,137 | $20.4M |
| Legacy Wealth Advisors, LLC | 13.41% | — | 202,329 | $20.3M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +2.7% | 202,218 | $20.3M |
| CFS Investment Advisory Services, LLC | 1.45% | Reduce -9.1% | 197,630 | $19.8M |
| Osborne Partners Capital Management, LLC | 1.02% | Add +4.4% | 197,243 | $19.8M |
| Vantage Financial Partners, LLC | 4.01% | Add +30.1% | 196,923 | $19.8M |
| Mgo One Seven LLC | 0.40% | Add +3.9% | 195,872 | $19.7M |
| Advisors Preferred, LLC | 3.18% | Add +9.7% | 194,760 | $19.6M |
| Allworth Financial LP | 0.08% | Reduce -9.7% | 194,506 | $19.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.46% | New | 190,372 | $19.1M |
| Keystone Financial Group, Inc. | 9.96% | Add +4.9% | 189,485 | $19.0M |
| Cornerstone Advisors Asset Management, LLC | 3.08% | Add +11.5% | 189,249 | $19.0M |
| Main Management LLC | 1.36% | Add +5.0% | 188,907 | $19.0M |
| Manning & Napier Advisors LLC | 0.24% | Add +27.6% | 187,693 | $18.8M |
| Private Advisory Group LLC | 1.47% | Reduce -35.3% | 186,119 | $18.7M |
| Penney Financial, LLC | 7.12% | Add +55.9% | 183,697 | $18.4M |
| Atlas Private Wealth Advisors | 4.29% | Add +12.2% | 183,023 | $18.4M |
| Alpha Advisors, LLC | 14.10% | Reduce -0.5% | 182,140 | $18.3M |
| Schnieders Capital Management, Llc. | 2.84% | Add +268.2% | 180,918 | $18.2M |
| Impact Partnership Wealth, LLC | 2.31% | Add +32.8% | 179,629 | $18.0M |
| Sterling Investment Advisors LLC | 8.64% | Add +1.1% | 177,782 | $17.8M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +19.6% | 175,153 | $17.6M |
| IFS Advisors, LLC | 9.13% | Reduce -17.3% | 175,138 | $17.6M |
| Twelve Points Wealth Management LLC | 3.87% | Reduce -0.3% | 171,211 | $17.2M |
| Brighton Jones LLC | 0.62% | Reduce -17.0% | 168,104 | $16.9M |
| Milestone Asset Management, LLC | 3.17% | New | 167,373 | $16.8M |
| Relyea Zuckerberg Hanson LLC | 1.68% | Add +17.8% | 166,113 | $16.7M |
| Legacy Advisory Services, LLC | 12.53% | Reduce -1.0% | 166,080 | $16.7M |
| Independent Financial Group, LLC | 0.36% | Add +87.4% | 162,836 | $16.3M |
| ACR Alpine Capital Research, LLC | 0.25% | Add +69.1% | 162,305 | $16.3M |
| Vigilare Wealth Management | 5.46% | Add +14.9% | 161,864 | $16.2M |
| Affinity Capital Advisors, LLC | 2.24% | Add +91.0% | 161,464 | $16.2M |
| Red Wave Investments LLC | 4.78% | Reduce -0.6% | 160,041 | $16.1M |
| Leavell Investment Management, Inc. | 0.66% | Add +15.2% | 159,207 | $16.0M |
| Vise Technologies, Inc. | 0.31% | Add +519.2% | 155,805 | $15.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.80% | Add +45.6% | 154,165 | $15.5M |
| Woodmont Investment Counsel LLC | 0.97% | Reduce -4.6% | 153,861 | $15.4M |
| Sowell Financial Services LLC | 0.57% | Reduce -11.3% | 153,734 | $15.4M |
| Betterment LLC | 0.03% | Add +69.5% | 153,084 | $15.4M |
| Geneos Wealth Management Inc. | 0.37% | Add +48.1% | 151,525 | $15.2M |
| RMR Capital Management, LLC | 10.96% | Reduce -9.9% | 151,279 | $15.2M |
| Financial Advisory Partners, LLC | 4.27% | Add +19.7% | 150,672 | $15.1M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +38.7% | 148,046 | $14.9M |
| Kennicott Capital Management LLC | 7.19% | Reduce -18.6% | 147,773 | $14.8M |
| Vivid Wealth Management, LLC | 5.68% | Add +6.4% | 145,519 | $14.6M |
| Dominguez Wealth Management Solutions, Inc. | 8.89% | Add +1.3% | 144,854 | $14.5M |
| Kingsview Wealth Management, LLC | 0.21% | Reduce -10.1% | 144,050 | $14.5M |
| Nest Investments, LLC | 12.07% | — | 143,713 | $14.4M |
| Private Wealth Group, LLC | 6.92% | New | 143,709 | $14.4M |
| Farnam Financial LLC | 10.40% | Add +4.1% | 137,728 | $13.8M |
| Gibraltar Capital Management, Inc. | 2.34% | Reduce -18.5% | 136,922 | $13.7M |
| CENTRAL TRUST Co | 0.27% | Add +5.0% | 135,773 | $13.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.3% | 134,051 | $13.5M |
| Hilltop Holdings Inc. | 0.80% | Add +73.0% | 132,604 | $13.3M |
| Spectrum Planning & Advisory Services Inc. | 6.74% | Add +5.6% | 130,484 | $13.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.23% | Add +11.9% | 126,933 | $12.7M |
| Maridea Wealth Management LLC | 1.91% | Reduce -18.4% | 126,450 | $12.7M |
| SouthState Bank Corp | 0.57% | Reduce -39.5% | 126,171 | $12.7M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +14.6% | 122,553 | $12.3M |
| Silver Lake Advisory, LLC | 4.76% | Add +7.5% | 122,392 | $12.3M |
| NewEdge Advisors, LLC | 0.04% | Reduce -6.3% | 122,307 | $12.3M |
| Dynamic Wealth Strategies, LLC | 7.23% | Add +22.9% | 121,034 | $12.1M |
| RD Finance Ltd | 12.28% | Reduce -63.9% | 121,000 | $12.1M |
| Baird Financial Group, Inc. | 0.02% | Add +212.3% | 117,043 | $11.7M |
| Conservest Capital Advisors, Inc. | 1.03% | Add +151.9% | 113,886 | $11.4M |
| Marest Capital, LLC | 6.39% | Add +26.0% | 113,815 | $11.4M |
| International Assets Investment Management, LLC | 0.78% | Reduce -13.6% | 113,417 | $11.4M |
| Code Waechter LLC | 7.10% | Reduce -8.5% | 110,190 | $11.1M |
| Centaurus Financial, Inc. | 0.51% | Add +17.8% | 110,063 | $11.0M |
| Crown Wealth Group, LLC | 3.05% | Reduce -16.8% | 108,788 | $10.9M |
| Ieq Capital, LLC | 0.03% | Reduce -10.1% | 108,095 | $10.9M |
| Winnacle Wealth LLC | 7.99% | New | 107,026 | $10.8M |
| Highland Financial Advisors, LLC | 2.96% | Add +2.9% | 106,307 | $10.7M |
| Courier Capital LLC | 0.60% | Add +48.3% | 106,271 | $10.7M |
| Prudent Investors Network, Inc. | 2.43% | Add +13.6% | 105,614 | $10.6M |
| Arkadios Wealth Advisors | 0.21% | Reduce -18.2% | 104,705 | $10.5M |
| Baker Ellis Asset Management LLC | 1.26% | Add +6.8% | 104,633 | $10.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +15.5% | 103,679 | $10.4M |
| Hutchens & Kramer Investment Management Group, LLC | 3.57% | Add +73.5% | 103,028 | $10.3M |
| Greenwich Wealth Management LLC | 0.46% | Add +42.2% | 102,259 | $10.3M |
| Stonekeep Investments, LLC | 6.54% | Reduce -5.1% | 101,913 | $10.2M |
| Equitable Holdings, Inc. | 0.07% | Add +61.9% | 100,044 | $10.0M |
| Pacific Capital Wealth Advisors, Inc. | 1.72% | Add +14.2% | 99,788 | $10.0M |
| Robertson Stephens Wealth Management, LLC | 0.28% | Reduce -6.2% | 99,662 | $10.0M |
| Natixis | 0.04% | No change | 99,500 | $10.0M |
| PFG Advisors | 0.48% | Reduce -8.3% | 99,049 | $9.9M |
| Monarch Capital Management Inc. | 2.43% | Reduce -25.3% | 98,433 | $9.9M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -6.3% | 98,260 | $9.9M |
| Strait & Sound Wealth Management LLC | 3.66% | Reduce -14.0% | 98,017 | $9.8M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -14.6% | 97,257 | $9.8M |
| Trust Co. of Vermont | 0.40% | Add +13.6% | 96,589 | $9.7M |
| Anson Capital, Inc. | 7.04% | Reduce -0.6% | 96,334 | $9.7M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +5.6% | 96,282 | $9.7M |
| Flagship Private Wealth, LLC | 3.76% | Reduce -20.3% | 95,332 | $9.6M |
| Bank of Montreal | 0.00% | Add +8.1% | 95,277 | $9.6M |
| Bull Oak Capital, LLC | 3.87% | Add +13.5% | 94,437 | $9.5M |
| Park Avenue Securities LLC | 0.08% | Add +15.1% | 91,785 | $9.2M |
| Trajan Wealth LLC | 0.38% | Add +19.3% | 91,506 | $9.2M |
| MidFirst Bank | 0.73% | — | 91,027 | $9.1M |
| Montgomery Investment Management Inc. | 3.28% | Add +1.7% | 90,910 | $9.1M |
| US Bancorp \de | 0.01% | Reduce -3.4% | 90,886 | $9.1M |
| Integrity Alliance, Llc. | 0.33% | Reduce -20.0% | 90,500 | $9.1M |
| Foundations Investment Advisors, LLC | 0.12% | Add +75.1% | 89,783 | $9.0M |
| Farrow Financial, Inc. | 5.09% | Add +6.4% | 88,310 | $8.9M |
| Castle Rock Wealth Management, LLC | 1.90% | Reduce -12.2% | 87,651 | $8.8M |
| TT Capital Management LLC | 6.96% | Reduce -34.5% | 87,014 | $8.7M |
| Wealthedge Investment Advisors, LLC | 3.21% | Add +57.5% | 86,470 | $8.7M |
| Journey Advisory Group, LLC | 0.73% | Reduce -45.3% | 86,209 | $8.7M |
| VanWeelden Wealth Management, LLC | 6.72% | Add +18.8% | 85,190 | $8.6M |
| Mascoma Wealth Management LLC | 1.83% | Reduce -0.3% | 85,185 | $8.6M |
| Slow Capital, Inc. | 1.02% | Reduce -29.7% | 84,944 | $8.5M |
| Cassady Wealth & Retirement Planning, LLC | 5.53% | — | 84,454 | $8.5M |
| Portland Global Advisors LLC | 0.91% | Add +46.3% | 84,397 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | Add +1.0% | 84,339 | $8.5M |
| Root Financial Partners, LLC | 0.44% | Add +22.9% | 83,960 | $8.4M |
| Silverlake Wealth Management LLC | 1.88% | Add +89.5% | 83,392 | $8.4M |
| Jmac Enterprises LLC | 1.60% | Reduce -2.9% | 83,336 | $8.4M |
| Clearstead Advisors, LLC | 0.11% | Reduce -3.4% | 83,235 | $8.4M |
| William John Sempolinski | 4.11% | — | 83,185 | $8.4M |
| Quaker Wealth Management, LLC | 2.65% | Add +57660.4% | 83,175 | $8.3M |
| Heritage Wealth Management, Inc./Texas | 3.61% | Add +8.0% | 82,948 | $8.3M |
| Studio Investment Management LLC | 1.51% | Add +5.7% | 82,590 | $8.3M |
| Carnegie Investment Counsel | 0.15% | Add +3.0% | 82,399 | $8.3M |
| Clear Creek Financial Management, LLC | 0.67% | Add +18.0% | 82,357 | $8.3M |
| Elevation Point Wealth Partners, LLC | 0.39% | Add +3304.7% | 81,271 | $8.2M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +3282.5% | 80,741 | $8.1M |
| Sonoma Private Wealth LLC | 9.70% | Reduce -4.5% | 80,008 | $8.0M |
| Anderson Hoagland & Co. | 0.69% | Reduce -16.6% | 79,931 | $8.0M |
| Emprise Bank | 3.29% | Reduce -11.4% | 78,863 | $7.9M |
| Warren Street Wealth Advisors, LLC | 2.26% | Reduce -0.0% | 78,501 | $7.9M |
| Founders Financial Securities LLC | 0.46% | Add +17.2% | 77,988 | $7.8M |
| Koa Wealth Management, LLC | 5.36% | Add +27.0% | 77,798 | $7.8M |
| Invariant Investment Management | 4.95% | — | 76,942 | $7.7M |
| J.W. Cole Advisors, Inc. | 0.18% | Reduce -11.6% | 76,104 | $7.6M |
| Stone Loft Wealth Management LLC | 7.07% | — | 75,000 | $7.5M |
| Malaga Cove Capital, LLC | 2.60% | Reduce -1.2% | 74,847 | $7.5M |
| &partners | 0.04% | Reduce -38.3% | 74,233 | $7.4M |
| Cypress Capital, LLC | 2.08% | Add +3.3% | 74,044 | $7.4M |
| Kingstone Capital Partners Texas, LLC | 4.33% | Reduce -4.7% | 73,920 | $7.4M |
| GAMCO Investors | 0.07% | Add +1149.4% | 73,088 | $7.3M |
| Ameritas Advisory Services, LLC | 0.27% | Add +125.4% | 73,064 | $7.3M |
| J2 Capital Management Inc | 5.33% | Add +9.8% | 72,768 | $7.3M |
| Professional Financial Advisors, LLC | 1.49% | Add +3.3% | 72,693 | $7.3M |
| Advisory Research Inc. | 0.91% | Add +41.2% | 72,188 | $7.2M |
| First Foundation Advisors | 0.27% | Reduce -8.7% | 71,577 | $7.2M |
| Nottingham Advisors, Inc. | 1.00% | Add +24.7% | 71,447 | $7.2M |
| Atria Investments, Inc | 0.08% | Add +46.7% | 71,182 | $7.1M |
| Diversify Wealth Management, LLC | 0.33% | Reduce -8.0% | 70,946 | $7.1M |
| Vienna Asset Management LLC | 4.05% | New | 71,025 | $7.1M |
| Motive Wealth Advisors | 3.01% | Reduce -10.1% | 70,492 | $7.1M |
| Signet Financial Management, LLC | 0.79% | Reduce -5.8% | 70,473 | $7.1M |
| Strategic Advisors LLC | 1.10% | Reduce -12.7% | 70,233 | $7.1M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -2.7% | 68,367 | $6.9M |
| Kingswood Wealth Advisors, LLC | 0.33% | Add +376.1% | 68,193 | $6.8M |
| Simon Quick Advisors, LLC | 0.30% | Reduce -6.6% | 67,647 | $6.8M |
| SVRN Asset Management, LLC | 5.59% | — | 67,575 | $6.8M |
| Rebalance, LLC | 0.40% | Reduce -22.7% | 67,334 | $6.8M |
| Aries Wealth Management | 1.48% | New | 66,450 | $6.7M |
| Horizon Investments, LLC | 0.08% | Add +18.5% | 65,555 | $6.6M |
| Pinion Investment Advisors, LLC | 1.60% | Add +25.0% | 65,349 | $6.6M |
| VestGen Investment Management | 3.63% | Add +0.5% | 65,165 | $6.5M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Add +3.7% | 64,521 | $6.5M |
| Seal Cove Capital, LLC | 6.02% | — | 64,301 | $6.5M |
| NDVR, Inc. | 5.30% | Add +7.6% | 63,694 | $6.4M |
| CWA Asset Management Group, LLC | 0.23% | Add +13.6% | 63,489 | $6.4M |
| Red Crane Wealth Management, LLC | 5.21% | Add +10.0% | 63,406 | $6.4M |
| Wilmington Savings Fund Society, FSB | 0.15% | No change | 63,065 | $6.3M |
| Congress Park Capital LLC | 1.89% | New | 62,903 | $6.3M |
| Sigma Planning Corp | 0.17% | Add +1.3% | 62,820 | $6.3M |
| Klein Pavlis & Peasley Financial, Inc. | 3.71% | Reduce -11.9% | 62,761 | $6.3M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Add +5.5% | 61,877 | $6.2M |
| Caliber Wealth Management, LLC / KS | 0.66% | Add +67.5% | 60,927 | $6.1M |
| Zhang Financial LLC | 0.23% | Add +631.8% | 60,918 | $6.1M |
| Arrien Investments, Inc. | 3.44% | Reduce -6.8% | 60,824 | $6.1M |
| Smith Partners Wealth Management, LLC | 5.52% | — | 59,829 | $6.0M |
| McNamara Financial Services, Inc. | 1.13% | Add +81.3% | 59,443 | $6.0M |
| Greenspring Advisors, LLC | 0.36% | Add +89.3% | 58,767 | $5.9M |
| Ackerman Capital Advisors, LLC | 1.18% | Reduce -2.9% | 58,612 | $5.9M |
| Night Owl Capital Management, LLC | 0.64% | Reduce -3.0% | 58,124 | $5.8M |
| Heck Capital Advisors, LLC | 0.43% | Reduce -30.2% | 57,417 | $5.8M |
| Curi Capital, LLC | 0.10% | Add +2.1% | 57,013 | $5.7M |
| PFG Investments, LLC | 0.27% | Add +25.9% | 56,947 | $5.7M |
| Integrated Advisors Network LLC | 0.25% | Add +34.7% | 56,833 | $5.7M |
| Compound Planning, Inc. | 0.17% | Add +643.7% | 56,038 | $5.6M |
| Faithward Advisors, LLC | 0.82% | Reduce -18.7% | 55,940 | $5.6M |
| Archer Investment Management, LLC | 2.98% | Reduce -31.2% | 55,266 | $5.5M |
| IFP Advisors, Inc | 0.12% | Add +77.1% | 55,241 | $5.5M |
| Assetmark, Inc. | 0.01% | Add +49.7% | 55,220 | $5.5M |
| Sonoma Allocations LLC | 1.84% | Add +279.9% | 55,215 | $5.5M |
| Ade, LLC | 2.67% | Reduce -0.7% | 54,982 | $5.5M |
| Peregrine Asset Advisers, Inc. | 1.55% | Add +13.9% | 54,700 | $5.5M |
| SVB Wealth LLC | 0.32% | Reduce -26.9% | 54,577 | $5.5M |
| Cornerstone Planning, LLC | 1.27% | — | 233,438 | $5.5M |
| Sound Financial Strategies Group, LLC | 3.86% | Reduce -8.6% | 54,465 | $5.5M |
| Baring Financial LLC | 3.31% | Add +20.4% | 54,225 | $5.4M |
| Armstrong Advisory Group, Inc. | 0.37% | Add +29.7% | 53,896 | $5.4M |
| Sage Rhino Capital LLC | 1.01% | Reduce -40.1% | 53,298 | $5.4M |
| Arax Advisory Partners | 0.16% | New | 53,091 | $5.3M |
| Blume Capital Management, Inc. | 0.98% | Reduce -58.8% | 52,943 | $5.3M |
| Encompass More Asset Management | 0.97% | Add +16.4% | 52,401 | $5.3M |
| Walser Wealth Management Company, A Ltd Liability Co | 2.76% | — | 52,155 | $5.2M |
| Astra Wealth Partners LLC | 3.19% | New | 51,984 | $5.2M |
| Money Concepts Capital Corp. | 0.29% | Add +231.7% | 51,942 | $5.2M |
| StoneX Group Inc. | 0.23% | Reduce -7.3% | 51,899 | $5.2M |
| Phil A. Younker & Associates, Ltd. | 3.63% | Reduce -56.5% | 51,842 | $5.2M |
| Winthrop Capital Management, LLC | 1.21% | Reduce -14.1% | 51,579 | $5.2M |
| Heritage Wealth Management, Inc. | 3.34% | Add +25.8% | 51,409 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -56.3% | 51,334 | $5.2M |
| Integris Wealth Management, LLC | 1.17% | Add +86.2% | 51,046 | $5.1M |
| Prospera Financial Services Inc | 0.08% | Add +92.4% | 50,374 | $5.1M |
| Capital Advisors Wealth Management, LLC | 0.69% | Reduce -44.1% | 50,284 | $5.0M |
| Cowa, LLC | 1.54% | Add +27.8% | 50,103 | $5.0M |
| Evermay Wealth Management LLC | 0.57% | Add +27.5% | 50,207 | $5.0M |
| Clayton Partners LLC | 3.49% | Reduce -1.4% | 48,115 | $4.8M |
| West Michigan Advisors, LLC | 1.10% | Add +66.2% | 47,837 | $4.8M |
| Core Wealth Partners LLC | 2.16% | Reduce -9.8% | 47,801 | $4.8M |
| Lanark Financial, Inc. | 0.36% | Add +9.2% | 47,706 | $4.8M |
| Golden State Wealth Management, LLC | 0.50% | Add +5.6% | 47,260 | $4.7M |
| Cary Street Partners Financial LLC | 0.12% | Add +4.5% | 46,944 | $4.7M |
| Fortis Group Advisors, LLC | 0.79% | Reduce -15.7% | 46,718 | $4.7M |
| Americana Partners, LLC | 0.13% | Reduce -1.8% | 46,075 | $4.6M |
| Oppenheimer & Co. Inc. | 0.07% | Add +153.9% | 46,028 | $4.6M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -35.8% | 45,470 | $4.6M |
| Marion Wealth Management | 1.01% | Reduce -0.5% | 45,258 | $4.6M |
| Buck Wealth Strategies, LLC | 0.57% | Reduce -6.1% | 44,813 | $4.5M |
| Belpointe Asset Management LLC | 0.16% | Reduce -88.5% | 44,802 | $4.5M |
| Cove Private Wealth, LLC | 1.34% | Reduce -15.4% | 44,600 | $4.5M |
| Enhancing Capital LLC | 3.19% | No change | 44,476 | $4.5M |
| Sensenig Capital Advisors, Inc | 4.53% | — | 44,450 | $4.5M |
| Lincoln Capital Corp. | 1.58% | Reduce -21.9% | 44,203 | $4.4M |
| Cornerstone Enterprises, LLC | 2.12% | Reduce -73.8% | 44,085 | $4.4M |
| Safe Harbor Fiduciary, LLC | 3.89% | — | 43,874 | $4.4M |
| Headinvest, LLC | 0.87% | Add +7.3% | 43,769 | $4.4M |
| Financial Strategies Group, Inc. | 0.79% | Add +9.3% | 43,403 | $4.4M |
| Maseco LLP | 0.19% | Reduce -10.8% | 43,401 | $4.4M |
| Comerica Bank | 0.02% | Reduce -18.8% | 43,394 | $4.4M |
| Spire Wealth Management | 0.15% | Add +3644.4% | 43,285 | $4.3M |
| PCG Asset Management, LLC | 3.45% | Reduce -1.3% | 42,718 | $4.3M |
| Watchman Group, Inc. | 1.03% | Reduce -17.1% | 42,980 | $4.3M |
| HM Payson & Co. | 0.06% | Reduce -49.1% | 42,908 | $4.3M |
| Hunter Associates Investment Management LLC | 0.57% | Add +134.7% | 42,564 | $4.3M |
| Hubbell Strickland Wealth Management, LLC | 1.71% | Add +12.3% | 42,226 | $4.2M |
| Cibc World Market Inc. | 0.01% | Add +2.2% | 42,116 | $4.2M |
| Sulzberger Capital Advisors, Inc. | 4.24% | New | 41,805 | $4.2M |
| Leicht Financial Planning & Wealth Management, Inc. | 1.87% | Add +31.8% | 41,617 | $4.2M |
| Fort Point Capital Partners LLC | 0.50% | Add +24.2% | 40,833 | $4.1M |
| First Pacific Advisors, LP | 0.06% | Add +11.7% | 40,837 | $4.1M |
| Trailhead Planners LLC | 4.01% | — | 40,645 | $4.1M |
| Kastel Capital Advisors, LLC | 2.48% | — | 40,313 | $4.0M |
| Pilgrim Partners Asia Pte Ltd | 1.93% | Add +122.2% | 40,000 | $4.0M |
| Strategic Blueprint, LLC | 0.24% | Reduce -2.7% | 39,882 | $4.0M |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Add +96.7% | 39,405 | $4.0M |
| Zacks Investment Management | 0.03% | Reduce -19.5% | 39,303 | $3.9M |
| Chatterton & Associates Inc. | 3.38% | — | 39,296 | $3.9M |
| Merit Financial Group, LLC | 0.03% | Add +8.3% | 39,140 | $3.9M |
| Waterfront Wealth Inc. | 0.74% | Add +19.8% | 38,728 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -50.9% | 38,740 | $3.9M |
| Factor Wealth Management LTD | 0.83% | Add +3.1% | 38,396 | $3.9M |
| Sheridan Capital Management, LLC | 1.95% | Add +11.2% | 38,330 | $3.8M |
| Tactive Advisors, LLC | 1.12% | Reduce -32.1% | 38,233 | $3.8M |
| Alterna Wealth Management, Inc. | 3.17% | Reduce -11.5% | 37,835 | $3.8M |
| Capital Investment Advisory Services, LLC | 0.27% | New | 37,535 | $3.8M |
| Brooklyn Investment Group | 0.17% | New | 37,233 | $3.7M |
| 1900 Wealth Management LLC | 0.24% | Add +96.0% | 37,189 | $3.7M |
| Scratch Capital LLC | 2.40% | Add +6.8% | 36,580 | $3.7M |
| Hollow Brook Wealth Management LLC | 0.95% | Reduce -24.0% | 36,482 | $3.7M |
| Altura Wealth Advisors Inc. | 1.57% | Reduce -20.8% | 36,442 | $3.7M |
| Signal Advisors Wealth, LLC | 0.29% | Add +26.9% | 36,167 | $3.6M |
| Spectrum Strategic Capital Management, LLC | 1.91% | New | 35,857 | $3.6M |
| Global Retirement Partners, LLC | 0.06% | Add +0.9% | 35,733 | $3.6M |
| SwitchPoint Financial Planning, LLC | 2.51% | Add +4.0% | 35,656 | $3.6M |
| Ascentis Wealth Management, LLC | 0.91% | Reduce -14.3% | 35,589 | $3.6M |
| Epacria Capital Partners, LLC | 2.83% | New | 35,497 | $3.6M |
| Panoramic Capital Partners, LLC | 2.18% | Reduce -7.9% | 35,482 | $3.6M |
| Avidian Wealth Enterprises, LLC | 0.13% | Add +54.2% | 35,392 | $3.6M |
| Daybright Advisory Services, Inc. | 0.94% | — | 35,287 | $3.5M |
| LFA - Lugano Financial Advisors SA | 1.82% | Reduce -12.8% | 35,061 | $3.5M |
| Archer Investment Corp | 0.79% | Reduce -12.8% | 34,766 | $3.5M |
| Members Wealth LLC | 2.18% | Reduce -47.9% | 34,663 | $3.5M |
| Sage Mountain Advisors LLC | 0.18% | Reduce -3.7% | 34,220 | $3.4M |
| Drake & Associates, LLC | 0.67% | Add +7.8% | 33,511 | $3.4M |
| Asset One Wealth Management LLC | 0.46% | — | 33,493 | $3.4M |
| Values First Advisors, Inc. | 1.74% | Add +5.1% | 33,355 | $3.3M |
| Diversify Advisory Services, LLC | 0.11% | Add +79.5% | 33,239 | $3.3M |
| Ascentis Independent Advisors | 0.54% | Add +10.4% | 33,056 | $3.3M |
| Beacon Financial Group | 0.33% | Add +10.8% | 32,961 | $3.3M |
| Stableford Capital II LLC | 1.19% | Reduce -44.2% | 32,771 | $3.3M |
| Wisconsin Capital Management LLC | 1.65% | Reduce -6.6% | 32,572 | $3.3M |
| True Link Financial Advisors, LLC | 0.20% | Add +2.2% | 32,549 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -25.8% | 32,191 | $3.2M |
| WESPAC Advisors SoCal, LLC | 0.65% | Add +7.6% | 32,059 | $3.2M |
| Purpose Unlimited Inc. | 0.15% | — | 31,793 | $3.2M |
| DeLarme Wealth Management, Inc. | 2.27% | — | 31,793 | $3.2M |
| Nilsine Partners, LLC | 0.28% | Add +31.0% | 31,709 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +50.4% | 31,551 | $3.2M |
| Everstar Asset Management, LLC | 1.69% | Add +22.1% | 33,486 | $3.1M |
| Whittier Trust Co. | 0.03% | New | 30,979 | $3.1M |
| Successful Portfolios LLC | 1.56% | Add +23.4% | 30,500 | $3.1M |
| Tidal Investments LLC | 0.01% | New | 30,214 | $3.0M |
| McClarren Financial Advisors, Inc. | 1.80% | Reduce -49.2% | 11,649 | $3.0M |
| Inspire Advisors, LLC | 0.28% | Add +278.0% | 30,033 | $3.0M |
| Scott & Selber, Inc. | 0.75% | Add +4.3% | 29,950 | $3.0M |
| Fiduciary Alliance LLC | 0.20% | Add +87.3% | 29,742 | $3.0M |
| Wesbanco Bank Inc. | 0.08% | Reduce -20.1% | 29,473 | $3.0M |
| Claro Advisors Inc. | 0.40% | Add +0.6% | 29,265 | $2.9M |
| Summit Financial, LLC | 0.04% | Reduce -30.1% | 29,249 | $2.9M |
| McAdam, LLC | 0.13% | Add +18.6% | 29,238 | $2.9M |
| Ackerman Asset Management, LLC | 1.95% | Reduce -3.6% | 29,227 | $2.9M |
| XY Planning Network, Inc. | 0.51% | Add +83.9% | 29,218 | $2.9M |
| Planned Solutions, Inc. | 0.94% | Add +5.5% | 29,068 | $2.9M |
| Cura Wealth Advisors, LLC | 1.10% | Add +2.8% | 29,019 | $2.9M |
| Choate Investment Advisors | 0.06% | Reduce -16.4% | 28,846 | $2.9M |
| FMR LLC | 0.00% | Add +572.3% | 28,752 | $2.9M |
| New Harbor Financial Group, LLC | 0.53% | Reduce -3.9% | 28,689 | $2.9M |
| Rochester Wealth Strategies, LLC | 1.80% | Reduce -22.6% | 28,617 | $2.9M |
| Eddie Patel Inc | 2.14% | — | 28,550 | $2.9M |
| Norris Financial Group, LLC | 0.97% | Add +47.9% | 28,532 | $2.9M |
| Caldwell Sutter Capital, Inc. | 1.21% | Add +58.6% | 28,395 | $2.9M |
| 17 Capital Partners, LLC | 1.48% | Add +143.4% | 28,389 | $2.8M |
| Level Four Advisory Services, LLC | 0.09% | Add +93.2% | 28,349 | $2.8M |
| One Wealth Management Investment & Advisory Services, LLC | 3.10% | Reduce -10.8% | 28,326 | $2.8M |
| Ethos Financial Group, LLC | 0.21% | Reduce -49.2% | 28,288 | $2.8M |
| Walkner Condon Financial Advisors LLC | 0.39% | Add +517.1% | 28,288 | $2.8M |
| Professional Financial Management, Inc. | 3.21% | — | 28,219 | $2.8M |
| Gateway Wealth Partners, LLC | 0.30% | Add +64.8% | 27,117 | $2.7M |
| Daviman Financial, LLC | 1.60% | — | 27,093 | $2.7M |
| Beacon Capital Management, LLC | 0.42% | Reduce -8.0% | 27,090 | $2.7M |
| Discipline Wealth Solutions, LLC | 0.50% | Add +1.0% | 26,743 | $2.7M |
| Bayshore Asset Management, LLC | 1.09% | Add +120.3% | 26,509 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.8% | 26,169 | $2.6M |
| World Investment Advisors | 0.04% | Reduce -2.7% | 26,123 | $2.6M |
| Transamerica Financial Advisors, LLC | 0.22% | Reduce -6.8% | 25,881 | $2.6M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +243.1% | 25,856 | $2.6M |
| Intrua Financial, LLC | 0.28% | Add +271.4% | 25,789 | $2.6M |
| Oak Harvest Investment Services | 0.28% | Add +19.5% | 25,527 | $2.6M |
| BFI Wealth Solutions, LLC | 2.41% | — | 25,205 | $2.5M |
| Glen Eagle Advisors, LLC | 0.34% | Reduce -1.4% | 25,001 | $2.5M |
| Riverwater Partners LLC | 0.97% | Reduce -9.3% | 24,863 | $2.5M |
| Kane Investment Management, Inc. | 1.21% | Reduce -42.1% | 24,835 | $2.5M |
| Regions Financial Corp. | 0.02% | Add +73.0% | 24,729 | $2.5M |
| Concord Wealth Partners | 0.32% | Reduce -8.5% | 24,660 | $2.5M |
| Smith, Moore & Co. | 0.19% | Reduce -7.7% | 24,617 | $2.5M |
| Meridian Wealth Management, LLC | 0.09% | Reduce -3.6% | 24,469 | $2.5M |
| Arete Wealth Advisors, LLC | 0.17% | Add +21.5% | 23,970 | $2.4M |
| Realta Investment Advisors | 0.79% | Reduce -5.8% | 23,948 | $2.4M |
| GenWealth Group, Inc. | 0.41% | New | 23,784 | $2.4M |
| Heritage Oak Wealth Advisors LLC | 0.87% | Reduce -0.6% | 23,577 | $2.4M |
| Kovack Advisors, Inc. | 0.11% | Add +60.6% | 23,438 | $2.4M |
| Invst, LLC | 0.25% | Add +48.1% | 23,093 | $2.3M |
| Aptus Capital Advisors, LLC | 0.02% | Add +81.8% | 22,928 | $2.3M |
| Alpha Financial Partners LLC | 1.40% | Add +22.3% | 22,899 | $2.3M |
| Berger Financial Group, Inc | 0.13% | Add +21.9% | 22,869 | $2.3M |
| Traub Capital Management LLC | 2.21% | Add +51.7% | 22,842 | $2.3M |
| Norris Perne & French LLP | 0.15% | Reduce -65.9% | 22,661 | $2.3M |
| Crane Advisory, LLC | 0.34% | Add +13.2% | 22,513 | $2.3M |
| Capital Planning LLC | 0.63% | Reduce -9.4% | 22,353 | $2.2M |
| AssuredPartners Investment Advisors, LLC | 0.33% | New | 22,112 | $2.2M |
| Entelevest, LLC | 2.30% | — | 22,092 | $2.2M |
| Wealth Architects, LLC | 0.20% | New | 21,970 | $2.2M |
| Matters Capital LLC | 1.80% | — | 21,957 | $2.2M |
| Adaptive Financial Consulting, LLC | 0.86% | No change | 21,938 | $2.2M |
| Shepherd Kaplan Krochuk, LLC | 1.81% | Reduce -8.7% | 21,893 | $2.2M |
| Private Management Group Inc. | 0.06% | Reduce -25.9% | 21,809 | $2.2M |
| Harbor Asset Planning, Inc. | 1.87% | Reduce -0.7% | 21,773 | $2.2M |
| Jim Saulnier & Associates, LLC | 1.13% | Reduce -0.8% | 21,696 | $2.2M |
| Vectors Research Management, LLC | 0.66% | New | 21,634 | $2.2M |
| Verdence Capital Advisors LLC | 0.13% | New | 21,634 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +17.5% | 21,313 | $2.1M |
| HighPoint Advisor Group LLC | 0.05% | New | 21,229 | $2.1M |
| Bulwark Capital Corp | 1.51% | Add +0.0% | 21,212 | $2.1M |
| Principal Securities, Inc. | 0.03% | Add +0.9% | 21,192 | $2.1M |
| Plancorp, LLC | 0.06% | Add +26.0% | 21,106 | $2.1M |
| RiverFront Investment Group, LLC | 0.03% | Reduce -60.9% | 21,025 | $2.1M |
| Oakwell Private Wealth Management, LLC | 0.39% | Add +65.9% | 20,958 | $2.1M |
| HHM Wealth Advisors, LLC | 0.25% | Add +4.3% | 20,879 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.22% | Add +407.6% | 20,735 | $2.1M |
| Pacific Point Advisors, LLC | 1.11% | New | 20,663 | $2.1M |
| Horizon Family Wealth, Inc. | 1.10% | New | 20,607 | $2.1M |
| United Advisor Group, LLC | 0.26% | Add +21.2% | 20,256 | $2.0M |
| Blue Trust, Inc. | 0.02% | Reduce -25.5% | 20,255 | $2.0M |
| Citizens National Bank Trust Department | 0.35% | New | 20,250 | $2.0M |
| Advisory Alpha, LLC | 0.05% | Add +117.7% | 20,039 | $2.0M |
| Midway Capital Research & Management | 1.93% | — | 19,710 | $2.0M |
| Breakthru Advisory Services, LLC | 1.26% | Reduce -11.0% | 19,710 | $2.0M |
| Perennial Investment Advisors, LLC | 0.16% | Add +9.8% | 19,711 | $2.0M |
| WealthCollab, LLC | 0.81% | Reduce -38.0% | 19,596 | $2.0M |
| Avior Wealth Management, LLC | 0.06% | Add +184.5% | 19,511 | $2.0M |
| Parkside Financial Bank & Trust | 0.14% | Reduce -28.2% | 19,270 | $1.9M |
| Quotient Wealth Partners, LLC | 0.05% | New | 19,258 | $1.9M |
| GTS Securities LLC | 0.07% | Reduce -95.8% | 19,205 | $1.9M |
| Alta Wealth Advisors LLC | 0.64% | Add +20.2% | 19,165 | $1.9M |
| Access Financial Services, Inc. | 0.70% | Add +26.9% | 19,156 | $1.9M |
| Financial Planning Hawaii, Inc. | 1.09% | — | 18,878 | $1.9M |
| St Germain D J Co. Inc. | 0.07% | Reduce -25.7% | 18,864 | $1.9M |
| Roundview Capital LLC | 0.12% | No change | 18,769 | $1.9M |
| Merited Wealth, LLC | 1.73% | — | 18,567 | $1.9M |
| Private Trust Co. NA | 0.16% | Add +38.3% | 18,456 | $1.9M |
| Midwest Financial Partners Investments, Inc. | 1.03% | — | 18,415 | $1.8M |
| UMB Bank, n.a. | 0.02% | Add +4.8% | 18,311 | $1.8M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -0.0% | 18,181 | $1.8M |
| 4WEALTH Advisors, Inc. | 1.58% | Reduce -0.2% | 18,180 | $1.8M |
| Ervin Investment Management, LLC | 1.02% | Reduce -8.3% | 18,113 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Add +28.0% | 17,946 | $1.8M |
| Procyon Advisors, LLC | 0.09% | Add +2.3% | 17,838 | $1.8M |
| Savvy Advisors, Inc. | 0.06% | Add +62.6% | 17,744 | $1.8M |
| Elevate Capital Advisors, LLC | 1.16% | Reduce -47.7% | 17,451 | $1.8M |
| Argent Trust Co | 0.06% | Reduce -26.0% | 17,363 | $1.7M |
| Mader & Shannon Wealth Management, Inc. | 0.85% | No change | 17,270 | $1.7M |
| Diversified Portfolios, Inc. | 0.14% | Reduce -38.7% | 17,257 | $1.7M |
| Costello Asset Management, INC | 0.57% | Add +85.6% | 17,229 | $1.7M |
| Paragon Capital Management Inc. | 1.34% | New | 17,200 | $1.7M |
| Finley Financial, LLC | 0.79% | Add +172.1% | 17,164 | $1.7M |
| Fiduciary Trust Co | 0.02% | Add +115.5% | 17,163 | $1.7M |
| Astoria Portfolio Advisors LLC. | 0.39% | Reduce -22.9% | 17,078 | $1.7M |
| Victory Financial Group, LLC | 0.22% | Reduce -5.0% | 17,111 | $1.7M |
| Vista Investment Management | 0.55% | New | 16,653 | $1.7M |
| Peapod Lane Capital LLC | 1.40% | Reduce -0.9% | 16,441 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +20.8% | 16,390 | $1.6M |
| Ycg, LLC | 0.12% | Add +420.9% | 16,345 | $1.6M |
| Huntleigh Advisors, Inc. | 0.28% | Reduce -14.6% | 16,341 | $1.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.24% | Add +40.1% | 16,326 | $1.6M |
| Bravias Capital Group, LLC | 0.99% | Reduce -1.0% | 16,261 | $1.6M |
| DecisionPoint Financial, LLC | 0.36% | No change | 16,189 | $1.6M |
| Commerce Bank | 0.01% | Add +8.4% | 16,178 | $1.6M |
| Wealth Advisors of Iowa, LLC | 0.53% | Add +59.0% | 16,040 | $1.6M |
| Turn8 Private Wealth Inc. | 1.13% | Add +2.5% | 15,775 | $1.6M |
| TAGStone Capital, Inc. | 0.59% | Reduce -40.5% | 15,661 | $1.6M |
| Premier Path Wealth Partners, LLC | 0.20% | No change | 15,557 | $1.6M |
| Walker Asset Management, LLC | 0.84% | Add +2.2% | 15,556 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.23% | Add +2.7% | 15,466 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.1% | 15,418 | $1.5M |
| Angeles Wealth Management, LLC | 0.09% | Reduce -5.0% | 15,398 | $1.5M |
| Investment Advisory Services Group LLC | 1.37% | — | 15,391 | $1.5M |
| Goelzer Investment Management, Inc. | 0.07% | Add +43.6% | 15,047 | $1.5M |
| Guidance Capital, Inc. | 0.37% | Add +1.9% | 14,998 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 15,014 | $1.5M |
| Evolution Wealth Management Inc. | 1.24% | Reduce -12.3% | 14,986 | $1.5M |
| Triumph Capital Management | 0.32% | Add +9.7% | 14,958 | $1.5M |
| Briggs Wealth Management, Inc | 1.61% | — | 14,941 | $1.5M |
| Sfmg, LLC | 0.10% | Add +117.5% | 14,868 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +19.1% | 14,810 | $1.5M |
| Talisman Wealth Advisors LLC | 1.15% | Reduce -32.6% | 14,698 | $1.5M |
| Stirlingshire Investments, Inc. | 1.30% | — | 14,610 | $1.5M |
| ZWJ Investment Counsel Inc. | 0.05% | Add +31.1% | 14,533 | $1.5M |
| Fullerton Advisors, LLC | 1.46% | — | 14,532 | $1.5M |
| Liberty Wealth Management LLC | 0.19% | Add +589.5% | 14,437 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +77.1% | 14,350 | $1.4M |
| Emerald Advisors, LLC | 0.19% | Reduce -15.0% | 14,125 | $1.4M |
| Retirement Capital Strategies | 0.52% | Add +4.5% | 13,987 | $1.4M |
| Brio Consultants, LLC | 0.18% | New | 13,966 | $1.4M |
| Crews Bank & Trust | 0.20% | Add +3.4% | 13,880 | $1.4M |
| Foster & Motley Inc. | 0.07% | Add +0.3% | 13,775 | $1.4M |
| Altus Wealth Group LLC | 0.55% | Add +15.9% | 13,751 | $1.4M |
| Bright Financial Advisors, Inc. | 0.65% | New | 13,748 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.43% | Reduce -35.7% | 13,683 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +125.9% | 13,674 | $1.4M |
| CAP Partners, LLC | 0.77% | Add +8.4% | 13,478 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +502.1% | 13,446 | $1.3M |
| Foundry Financial LLC | 0.70% | — | 13,272 | $1.3M |
| Landing Point Financial Group, LLC | 0.66% | Reduce -11.7% | 13,232 | $1.3M |
| Mills Wealth Advisors LLC | 0.52% | Reduce -58.0% | 13,043 | $1.3M |
| Essential Partners LLC | 0.40% | Add +15.8% | 12,945 | $1.3M |
| Simplicity Wealth,LLC | 0.08% | Reduce -10.8% | 12,912 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +12.4% | 12,874 | $1.3M |
| NewEdge Wealth, LLC | 0.01% | Add +15.4% | 12,833 | $1.3M |
| Collier Financial | 0.97% | Add +7.7% | 12,830 | $1.3M |
| Ramiah Investment Group | 1.11% | Reduce -3.2% | 12,790 | $1.3M |
| Prosperity Wealth Management, Inc. | 0.42% | Reduce -24.3% | 12,717 | $1.3M |
| Aire Advisors, LLC | 0.23% | Reduce -7.6% | 12,614 | $1.3M |
| Independent Wealth Network Inc. | 0.38% | Reduce -25.6% | 12,522 | $1.3M |
| Fortis Capital Advisors, LLC | 0.18% | New | 12,486 | $1.3M |
| Northstar Group, Inc. | 0.17% | Add +456.4% | 12,314 | $1.2M |
| Westwood Wealth Management | 0.93% | New | 12,313 | $1.2M |
| Lionshead Wealth Management, LLC | 0.93% | Reduce -8.8% | 12,313 | $1.2M |
| Lantz Financial LLC | 0.26% | Reduce -37.2% | 12,249 | $1.2M |
| Waterloo Capital, L.P. | 0.09% | Reduce -50.5% | 12,241 | $1.2M |
| Worth Asset Management, LLC | 0.52% | Reduce -74.0% | 12,241 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +45.9% | 12,237 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -20.8% | 12,210 | $1.2M |
| Blue Capital, Inc. | 0.87% | Add +0.6% | 12,205 | $1.2M |
| Shelton Capital Management | 0.02% | Add +132.1% | 12,163 | $1.2M |
| Geneva Partners, LLC | 0.43% | Reduce -8.8% | 12,081 | $1.2M |
| Luminvest Wealth Management LLC | 0.33% | Reduce -5.0% | 11,999 | $1.2M |
| Choreo, LLC | 0.02% | Add +2.2% | 11,957 | $1.2M |
| Magnolia Private Wealth, LLC | 0.83% | Reduce -58.0% | 11,870 | $1.2M |
| Wealthquest Corp | 0.09% | Reduce -2.3% | 11,719 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | — | 11,694 | $1.2M |
| One Degree Advisors Inc | 0.32% | Reduce -90.3% | 11,488 | $1.2M |
| Secure Asset Management, LLC | 0.18% | Reduce -5.8% | 11,432 | $1.1M |
| Wall Capital Group, Inc. | 1.09% | — | 11,420 | $1.1M |
| Leo Wealth, LLC | 0.08% | Add +87.5% | 10,606 | $1.1M |
| New Wave Wealth Advisors LLC | 0.42% | Add +10.1% | 11,386 | $1.1M |
| Dunhill Financial, LLC | 0.36% | Reduce -7.8% | 11,325 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +27.6% | 11,283 | $1.1M |
| Miller Capital Partners, Inc. | 0.57% | — | 11,160 | $1.1M |
| Gallacher Capital Management LLC | 0.43% | No change | 11,093 | $1.1M |
| CPR Investments Inc. | 0.74% | Reduce -1.6% | 10,998 | $1.1M |
| Wealth Enhancement Trust Services, Inc. | 0.14% | — | 10,950 | $1.1M |
| GK Wealth Management LLC | 0.80% | New | 10,949 | $1.1M |
| Commonwealth Financial Services, LLC | 0.18% | Reduce -33.7% | 10,783 | $1.1M |
| Sovran Advisors, LLC | 0.09% | Add +244.3% | 10,716 | $1.1M |
| RHS Financial, LLC | 0.53% | Reduce -4.0% | 10,723 | $1.1M |
| MSH Capital Advisors LLC | 0.23% | Add +189.7% | 10,717 | $1.1M |
| Axis Wealth Partners, LLC | 0.59% | Reduce -38.9% | 10,686 | $1.1M |
| IFG Advisory, LLC | 0.05% | Add +16.2% | 10,675 | $1.1M |
| Pure Portfolios Holdings LLC | 0.32% | Reduce -0.8% | 10,650 | $1.1M |
| Objective Capital Management, LLC | 1.09% | Add +238.9% | 10,626 | $1.1M |
| Old Mission Investment Co LLC | 0.26% | Add +68.4% | 10,610 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.12% | New | 10,570 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.45% | Reduce -0.1% | 10,542 | $1.1M |
| Berkshire Money Management, Inc. | 0.10% | No change | 10,542 | $1.1M |
| Avestar Capital, LLC | 0.07% | New | 10,421 | $1.0M |
| RIA Advisory Group LLC | 0.25% | Reduce -14.3% | 10,394 | $1.0M |
| Sentinel Pension Advisors, LLC | 0.16% | Reduce -24.3% | 10,327 | $1.0M |
| Maimon Wealth Management LTD. | 0.96% | — | 10,300 | $1.0M |
| Legacy Wealth Partners, LLC | 0.27% | — | 10,265 | $1.0M |
| Mosaic Advisors LLC | 1.99% | New | 10,258 | $1.0M |
| Revisor Wealth Management LLC | 0.27% | New | 10,156 | $1.0M |
| Compagnie Lombard Odier SCmA | 0.01% | Add +6.4% | 10,053 | $1.0M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -39.5% | 10,050 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -47.6% | 10,029 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.12% | New | 10,000 | $1.0M |
| YHB Investment Advisors, Inc. | 0.07% | Add +17.6% | 10,000 | $1.0M |
| Nwam LLC | 0.06% | Add +1.4% | 9,938 | $1000K |
| Pacific Park Financial, Inc. | 0.62% | — | 9,946 | $998K |
| Fiscal Wisdom Wealth Management, LLC | 0.93% | Add +127.2% | 9,805 | $984K |
| Hobbs Group Advisors, LLC | 0.30% | Reduce -50.3% | 9,802 | $984K |
| Serenus Wealth Advisors, LLC | 0.19% | Reduce -12.9% | 9,758 | $979K |
| Modera Wealth Management, LLC | 0.01% | Add +25.4% | 9,752 | $979K |
| Snowden Capital Advisors LLC | 0.03% | New | 9,716 | $975K |
| Waycross Investment Management Co | 0.85% | Reduce -1.0% | 9,671 | $971K |
| Gradient Capital Advisors, LLC | 0.25% | New | 9,653 | $969K |
| LifeGoal Investments, LLC | 0.65% | Reduce -64.4% | 9,626 | $966K |
| Legacy Edge Advisors, LLC | 0.11% | Add +2.5% | 9,585 | $962K |
| GatePass Capital, LLC | 0.50% | New | 9,500 | $954K |
| Grantvest Financial Group LLC | 0.61% | Reduce -70.3% | 9,429 | $946K |
| Sincerus Advisory, LLC | 0.76% | Reduce -12.2% | 9,410 | $945K |
| Ssi Investment Management LLC | 0.35% | Reduce -0.2% | 9,222 | $926K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 9,203 | $924K |
| Elevated Capital Advisors, LLC | 0.22% | Reduce -1.5% | 9,199 | $923K |
| Sellwood Investment Partners LLC | 0.36% | Add +13.7% | 9,179 | $921K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.5% | 9,162 | $920K |
| SPG Advisors LLC | 9.45% | Add +69.4% | 9,159 | $919K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -11.7% | 9,135 | $917K |
| FAS Wealth Partners, Inc. | 0.06% | New | 9,111 | $915K |
| Salomon & Ludwin, LLC | 0.08% | Reduce -0.7% | 9,085 | $912K |
| Provident Investment Management, Inc. | 0.08% | Add +36.7% | 9,080 | $911K |
| Guardian Financial Partners, LLC | 0.38% | New | 8,932 | $897K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Reduce -18.3% | 8,837 | $887K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | New | 8,780 | $881K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +24.0% | 8,732 | $877K |
| Prostatis Group LLC | 0.21% | Add +20.6% | 8,718 | $875K |
| Activest Wealth Management | 0.16% | New | 8,713 | $875K |
| Venturi Wealth Management, LLC | 0.04% | Add +2.6% | 8,698 | $873K |
| Financial Guidance Group, Inc. | 0.35% | Add +244.2% | 8,433 | $847K |
| NBZ Investment Advisors LLC | 0.37% | Add +21.5% | 8,422 | $845K |
| Lumbard & Kellner, LLC | 0.30% | Reduce -19.2% | 8,420 | $845K |
| WCM Investment Management, LLC | 0.00% | No change | 8,377 | $841K |
| Denali Advisors LLC | 0.09% | Reduce -9.6% | 8,344 | $838K |
| Moisand Fitzgerald Tamayo, LLC | 0.09% | Reduce -1.1% | 8,332 | $836K |
| Modern Wealth Management, LLC | 0.02% | Add +19.5% | 8,308 | $834K |
| MRWM Advisors, LLC | 0.44% | New | 8,156 | $819K |
| GHP Investment Advisors, Inc. | 0.03% | Add +70.7% | 8,155 | $819K |
| Wick Capital Partners, LLC | 0.15% | Add +7.8% | 8,094 | $812K |
| Evanson Asset Management, LLC | 0.04% | Reduce -7.6% | 8,087 | $812K |
| Atlantic Private Wealth, LLC | 0.52% | Reduce -88.3% | 8,060 | $809K |
| Chicago Partners Investment Group LLC | 0.02% | Add +42.6% | 8,031 | $808K |
| Parkway Wealth Management Group, LLC | 0.11% | — | 8,007 | $804K |
| Caitlin John, LLC | 0.53% | New | 8,000 | $803K |
| Meredith Wealth Planning | 0.23% | Reduce -47.4% | 7,815 | $784K |
| GWN Securities Inc. | 0.16% | Reduce -7.6% | 7,783 | $781K |
| Private Client Services, LLC | 0.24% | Add +27.8% | 7,752 | $778K |
| Sage Advisors, LLC | 0.52% | New | 7,751 | $778K |
| Capital Advisors, Ltd. LLC | 0.09% | Add +44.1% | 7,746 | $778K |
| Aureum Wealth Management, LLC | 0.72% | — | 7,694 | $772K |
| Pacifica Partners Inc. | 0.34% | Add +113.2% | 7,661 | $769K |
| Flputnam Investment Management Co. | 0.01% | Add +13.6% | 7,657 | $769K |
| Benjamin Edwards Inc. | 0.01% | Reduce -22.5% | 7,631 | $766K |
| First Washington CORP | 0.20% | Reduce -87.3% | 7,577 | $761K |
| Tounjian Advisory Partners, LLC | 0.26% | Reduce -11.9% | 7,560 | $759K |
| NWF Advisory Services Inc. | 0.08% | Reduce -59.8% | 7,512 | $754K |
| Balboa Wealth Partners | 0.12% | Add +4.5% | 7,504 | $753K |
| Ironwood Investment Management LLC | 0.32% | Add +3.0% | 7,468 | $750K |
| Navalign, LLC | 0.18% | New | 7,465 | $749K |
| DAVENPORT & Co LLC | 0.00% | Add +3.5% | 7,455 | $748K |
| Quartz Partners, LLC | 0.27% | Add +177.6% | 7,357 | $738K |
| McCartney Wealth Management LLC | 0.64% | — | 7,337 | $736K |
| Freestate Advisors LLC | 0.60% | Reduce -10.8% | 7,304 | $733K |
| Range Advisory, LLC | 0.19% | — | 7,276 | $730K |
| L.K. Benson & Company, P.C. | 0.36% | Add +134.9% | 7,231 | $726K |
| Krilogy Financial LLC | 0.02% | New | 7,070 | $711K |
| Argyle Capital Partners, LLC | 0.51% | Reduce -22.6% | 7,020 | $705K |
| Sunbelt Securities, Inc. | 0.05% | Add +250.7% | 7,018 | $705K |
| First American Bank | 0.04% | Reduce -5.5% | 6,989 | $702K |
| LPWM LLC | 0.18% | New | 6,975 | $700K |
| Andrews Advisory Associates, LLC | 0.37% | — | 6,923 | $695K |
| W1M Asset Management Ltd | 0.01% | New | 6,917 | $694K |
| Rothschild Investment LLC | 0.04% | Reduce -20.6% | 6,917 | $694K |
| Stevens Capital Partners | 0.18% | Reduce -2.1% | 6,911 | $694K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -7.2% | 6,850 | $688K |
| Rehmann Capital Advisory Group | 0.04% | Add +4.7% | 6,780 | $681K |
| Koshinski Asset Management, Inc. | 0.04% | Add +41.0% | 6,774 | $680K |
| MPWM Advisory Solutions, LLC | 0.38% | No change | 6,772 | $680K |
| AlphaCore Capital LLC | 0.02% | Add +25.4% | 6,765 | $679K |
| Brickley Wealth Management | 0.11% | New | 6,761 | $679K |
| IFG Advisors, LLC | 0.11% | Reduce -1.7% | 6,652 | $668K |
| Coyle Financial Counsel LLC | 0.14% | Add +15.1% | 6,623 | $665K |
| Symphony Financial, Ltd. Co. | 0.09% | New | 6,609 | $663K |
| West Wealth Group, LLC | 0.14% | Add +20.8% | 6,578 | $660K |
| Bogart Wealth, LLC | 0.03% | Reduce -24.0% | 6,563 | $659K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +20.5% | 6,539 | $656K |
| National Bank of Canada | 0.00% | Add +57.6% | 6,521 | $654K |
| Matauro, LLC | 0.10% | Add +5.8% | 6,500 | $653K |
| OakTrust Wealth Advisors, LLC | 0.60% | — | 6,457 | $648K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +17.9% | 6,408 | $643K |
| Intelligent Financial Strategies | 0.31% | Add +10.7% | 6,373 | $640K |
| Seeds Investor LLC | 0.12% | Reduce -47.4% | 6,357 | $638K |
| Calton & Associates, Inc. | 0.09% | Reduce -22.4% | 6,351 | $638K |
| Fell Capital Management | 0.61% | — | 6,250 | $627K |
| First Commonwealth Financial Corp | 0.10% | Reduce -3.1% | 6,248 | $627K |
| Independent Wealth Advisors LLC | 0.65% | — | 6,244 | $627K |
| Manchester Financial Inc. | 0.12% | New | 6,244 | $627K |
| New Millennium Group LLC | 0.27% | Reduce -54.9% | 6,220 | $624K |
| Pathway Financial Advisors LLC | 0.08% | Reduce -13.5% | 6,122 | $615K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -3.4% | 6,122 | $615K |
| Optivise Advisory Services LLC | 0.35% | Add +6.1% | 6,119 | $614K |
| Greenwood Gearhart LLC | 0.03% | No change | 6,100 | $612K |
| Empower Advisory Group, LLC | 0.00% | Reduce -59.4% | 6,060 | $608K |
| Frederick Financial Consultants, LLC | 0.33% | Add +111.0% | 6,040 | $606K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +13.3% | 6,011 | $603K |
| Brown Miller Wealth Management, LLC | 0.17% | Reduce -25.7% | 6,008 | $603K |
| LJI Wealth Management, LLC | 0.09% | Add +50.0% | 6,000 | $602K |
| B & T Capital Management DBA Alpha Capital Management | 0.08% | Reduce -62.3% | 6,000 | $602K |
| Traynor Capital Management, Inc. | 0.03% | New | 5,985 | $601K |
| Regency Capital Management Inc.\DE | 0.25% | Add +12.3% | 5,940 | $596K |
| Element Wealth, LLC | 0.25% | Add +0.0% | 5,907 | $593K |
| Centennial Wealth Advisory LLC | 0.16% | New | 5,901 | $592K |
| KDT Advisors, LLC | 0.83% | No change | 5,900 | $592K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 5,891 | $591K |
| Texas Yale Capital Corp. | 0.02% | No change | 5,875 | $590K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.53% | Add +3.8% | 5,861 | $588K |
| ORG Partners LLC | 0.10% | Reduce -34.6% | 5,840 | $586K |
| Csenge Advisory Group | 0.03% | Add +9.2% | 5,790 | $581K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.48% | Reduce -39.9% | 5,781 | $580K |
| First Heartland Consultants, Inc. | 0.04% | Add +107.7% | 5,675 | $570K |
| Flow Traders U.S. LLC | 0.02% | Reduce -93.4% | 5,665 | $569K |
| Ogorek Anthony Joseph /NY/ | 0.16% | Add +34.5% | 5,663 | $568K |
| Accurate Wealth Management, LLC | 0.07% | Add +3.3% | 5,630 | $566K |
| Strategic Financial Concepts, LLC | 0.52% | Reduce -83.8% | 5,621 | $564K |
| Harbor Investment Advisory, LLC | 0.04% | Add +250.5% | 5,605 | $563K |
| Quantify Chaos Advisors, LLC | 1.70% | — | 5,580 | $560K |
| Sugar Maple Asset Management, LLC | 0.37% | Reduce -3.2% | 5,555 | $558K |
| Hanover Advisors Inc. | 0.22% | No change | 5,525 | $555K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1558.3% | 5,489 | $551K |
| Perennial Advisors, LLC | 0.09% | Add +3.5% | 5,471 | $549K |
| Waystone Advisors LLC | 0.47% | — | 5,446 | $547K |
| Trustmark Bank Trust Department | 0.03% | Add +68.6% | 5,388 | $541K |
| Vident Advisory, LLC | 0.01% | Add +62.9% | 5,387 | $541K |
| Goepper Burkhardt LLC | 0.17% | Reduce -10.3% | 5,327 | $535K |
| IFC Advisors LLC | 0.08% | New | 5,326 | $535K |
| RDA Financial Network | 0.13% | Reduce -17.9% | 5,316 | $534K |
| Alaethes Wealth, LLC | 0.15% | Reduce -1.9% | 5,300 | $532K |
| Global Assets Advisory, LLC | 0.15% | Reduce -53.8% | 5,264 | $528K |
| Clarity Financial LLC | 0.05% | Reduce -42.4% | 5,214 | $523K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -15.5% | 5,210 | $523K |
| Advisor OS, LLC | 0.04% | Add +79.9% | 5,208 | $523K |
| ELCO Management Co., LLC | 0.33% | Add +62.5% | 5,200 | $522K |
| LWM Advisory Services, LLC | 0.30% | Add +104.8% | 5,166 | $519K |
| Scarborough Advisors, LLC | 0.09% | Add +1.1% | 5,151 | $517K |
| Harbour Investments, Inc. | 0.01% | Reduce -27.6% | 5,137 | $516K |
| Alpha Zero LLC | 0.28% | New | 5,135 | $515K |
| One Capital Management, LLC | 0.02% | Reduce -45.6% | 5,122 | $514K |
| Shayne & Jacobs, LLC | 0.15% | No change | 5,100 | $512K |
| Boothe Investment Group, Inc. | 0.18% | No change | 5,000 | $502K |
| Eagle Rock Investment Company, LLC | 0.07% | No change | 4,992 | $501K |
| Polen Capital Management LLC | 0.00% | No change | 4,972 | $499K |
| Stone Wealth Partners | 0.44% | — | 4,966 | $498K |
| Rwa Wealth Partners, LLC | 0.01% | Add +108.4% | 4,912 | $493K |
| Essex Financial Services, Inc. | 0.03% | Reduce -14.8% | 4,893 | $491K |
| Sprott Inc. | 0.02% | Reduce -20.0% | 4,842 | $486K |
| Clarity Capital Advisors, LLC | 0.24% | No change | 4,834 | $485K |
| Retirement Guys Formula LLC | 0.22% | Reduce -82.0% | 4,775 | $479K |
| Ameriflex Group, Inc. | 0.25% | Add +210.5% | 4,738 | $476K |
| Alliancebernstein L.P. | 0.00% | New | 4,695 | $471K |
| Eldridge Investment Advisors, Inc. | 0.10% | Reduce -7.6% | 4,691 | $471K |
| BankPlus Wealth Management LLC | 0.26% | Add +1.3% | 4,684 | $470K |
| Petra Financial Advisors Inc. | 0.28% | Add +0.1% | 4,669 | $469K |
| DDD Partners, LLC | 0.03% | New | 4,608 | $463K |
| Westmount Partners, LLC | 0.11% | Reduce -2.5% | 4,582 | $460K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -78.5% | 4,525 | $454K |
| Widmann Financial Services, Inc. | 0.28% | Add +50.0% | 4,500 | $452K |
| Summit Financial Strategies, Inc. | 0.04% | New | 4,485 | $450K |
| Burling Wealth Partners, LLC | 0.07% | Reduce -83.5% | 4,441 | $446K |
| Xxi Wealth, LLC | 0.27% | — | 4,436 | $445K |
| Institute for Wealth Management, LLC. | 0.05% | Add +1.5% | 4,409 | $443K |
| Cascades Capital Asset Management, LLC | 0.19% | New | 4,400 | $442K |
| Sierra Legacy Group | 0.32% | Add +11.9% | 4,366 | $438K |
| Prosperity Consulting Group, LLC | 0.02% | New | 4,322 | $434K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -4.9% | 4,271 | $429K |
| Meitav Investment House Ltd. | 0.00% | Add +9.1% | 4,237 | $425K |
| DMC Group, LLC | 0.28% | Add +52.8% | 4,217 | $423K |
| Rock Point Advisors, LLC | 0.11% | Add +12.0% | 4,209 | $422K |
| Atomic Invest LLC | 0.24% | — | 4,165 | $418K |
| LVW Advisors, LLC | 0.04% | Add +21.3% | 4,134 | $415K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 4,126 | $414K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | New | 4,125 | $414K |
| Treasure Coast Financial Planning | 0.22% | Reduce -0.7% | 4,110 | $413K |
| Destination Wealth Management | 0.01% | Reduce -2.1% | 4,093 | $411K |
| Andrews, Lucia Wealth Management LLC | 0.24% | Add +31.3% | 4,070 | $409K |
| Arkfeld Wealth Strategies, L.L.C. | 0.14% | Add +1.3% | 4,059 | $408K |
| Compound Global Advisors, LLC | 22.14% | No change | 3,977 | $399K |
| Ridgeline Wealth, LLC | 0.27% | Add +75.6% | 3,926 | $394K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +57.5% | 3,924 | $393K |
| Guild Investment Management, Inc. | 0.29% | No change | 3,900 | $391K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 3,900 | $391K |
| Weaver Consulting Group | 0.10% | Reduce -3.2% | 3,891 | $391K |
| Northland Capital Management LLC | 0.22% | No change | 3,890 | $390K |
| Stonebrook Private Inc. | 0.08% | Reduce -55.1% | 3,874 | $389K |
| Quadrant Private Wealth Management, LLC | 0.06% | New | 3,852 | $387K |
| Asempa Wealth Advisors | 0.33% | — | 3,785 | $380K |
| Jefferson Bridge Capital, LLC | 0.38% | — | 3,763 | $378K |
| Sjbenen Advisory, LLC | 0.39% | — | 43,160 | $375K |
| WT Wealth Management | 0.11% | No change | 3,735 | $375K |
| Johnson Financial Group, LLC | 0.02% | New | 3,732 | $375K |
| RFG - Bristol Wealth Advisors, LLC | 0.10% | Reduce -19.6% | 3,723 | $374K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +56.9% | 3,640 | $365K |
| Note Advisors, LLC | 0.19% | No change | 3,632 | $365K |
| Cedar Wealth Management, LLC | 0.11% | No change | 3,632 | $365K |
| Aegis Wealth Management LLC | 0.20% | Add +80.0% | 3,600 | $361K |
| American Alpha Advisors, LLC | 0.23% | Reduce -0.8% | 3,597 | $361K |
| Jessup Wealth Management, Inc | 0.12% | Add +1.1% | 3,588 | $360K |
| Retireful, LLC | 0.45% | Reduce -71.6% | 3,588 | $360K |
| DecisionMap Wealth Management, LLC | 0.22% | New | 3,574 | $359K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.2% | 3,573 | $359K |
| IHT Wealth Management, LLC | 0.01% | Reduce -67.5% | 3,554 | $357K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +24.0% | 3,539 | $355K |
| Semper Augustus Investments | 0.04% | Reduce -36.4% | 3,541 | $355K |
| Sankala Group LLC | 0.28% | — | 3,498 | $352K |
| Thoma Capital Management LLC | 0.20% | New | 3,476 | $349K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -32.2% | 3,463 | $348K |
| Fisher Asset Management | 0.00% | Reduce -42.9% | 3,453 | $347K |
| Retirement Investment Advisors, Inc. | 0.03% | No change | 3,453 | $347K |
| Ledgewood Wealth Advisors, LLC | 0.20% | Reduce -1.9% | 3,420 | $343K |
| Integrity Advisory Solutions, LLC | 0.05% | Reduce -6.8% | 3,404 | $342K |
| Redhawk Wealth Advisors, Inc. | 0.04% | New | 3,405 | $342K |
| Madison Wealth Partners, Inc | 0.06% | Add +9.7% | 3,397 | $341K |
| Cable Car Capital, LP | 0.02% | Add +1.4% | 3,372 | $338K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -4.0% | 3,337 | $335K |
| Kennon-Green & Company, LLC | 0.26% | New | 3,322 | $333K |
| Atlanta Consulting Group Advisors, LLC | 0.07% | New | 3,295 | $331K |
| Roble, Belko & Company, Inc | 0.04% | New | 3,290 | $330K |
| Dock Street Asset Management Inc. | 0.03% | New | 3,285 | $330K |
| Family Investment Center, Inc. | 0.07% | Reduce -6.5% | 3,228 | $324K |
| New Capital Management LP | 0.08% | Reduce -12.0% | 3,227 | $324K |
| Narwhal Capital Management | 0.02% | Add +8.0% | 3,227 | $324K |
| BlackDiamond Wealth Management, LLC | 0.16% | New | 3,204 | $322K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Reduce -8.7% | 3,174 | $319K |
| Hamrick Investment Counsel, llc | 0.24% | — | 3,163 | $318K |
| Two Sigma Securities, LLC | 0.04% | Reduce -43.9% | 3,148 | $316K |
| Triad Wealth Partners, LLC | 0.03% | Add +43.5% | 3,128 | $314K |
| Arnold Financial Planning LLC | 0.32% | — | 3,127 | $314K |
| Indivisible Partners | 0.03% | — | 3,119 | $313K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -8.7% | 3,096 | $311K |
| Andina Capital Management, LLC | 0.19% | Reduce -35.2% | 3,095 | $311K |
| Old Mission Capital LLC | 0.01% | New | 3,093 | $310K |
| Dean, Jacobson Financial Services, LLC | 0.19% | No change | 3,060 | $307K |
| Inlight Wealth Management, LLC | 0.11% | New | 3,024 | $304K |
| Jacobi Capital Management LLC | 0.02% | Reduce -2.0% | 3,001 | $301K |
| Timber Creek Capital Management LLC | 0.07% | Reduce -21.5% | 2,990 | $300K |
| Concentrum Wealth Management | 0.08% | New | 2,950 | $296K |
| Wealthcare Capital Partners, LLC | 0.14% | Add +39.6% | 2,934 | $295K |
| Safeguard Investment Advisory Group, LLC | 0.07% | New | 2,899 | $291K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.3% | 2,877 | $289K |
| Gryphon Financial Partners LLC | 0.03% | New | 2,868 | $288K |
| Sweeney & Michel, LLC | 0.08% | Add +1.3% | 2,865 | $288K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +1.4% | 2,854 | $286K |
| Jackson Hole Capital Partners, LLC | 0.05% | New | 2,852 | $286K |
| SilverOak Wealth Management LLC | 0.04% | No change | 2,831 | $284K |
| Thompson David Blair | 0.16% | — | 2,826 | $284K |
| Mayport, LLC | 0.06% | Reduce -15.0% | 2,825 | $284K |
| KG Capital Management | 0.07% | New | 2,770 | $278K |
| Morton Capital Management LLC | 0.04% | Add +0.0% | 2,769 | $278K |
| Regatta Capital Group, LLC | 0.04% | Add +2.1% | 2,752 | $276K |
| PKS Advisory Services, LLC | 0.06% | New | 2,742 | $275K |
| Wagner Wealth Management, Corp | 0.27% | — | 2,735 | $275K |
| Northbridge Financial Group, LLC | 0.12% | — | 2,716 | $273K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -27.5% | 2,709 | $272K |
| Lake Hills Wealth Management, LLC | 0.14% | New | 2,704 | $271K |
| Resurgent Financial Advisors LLC | 0.14% | New | 2,685 | $270K |
| Cannon Advisors, Inc. | 0.19% | Reduce -19.2% | 2,679 | $269K |
| Bison Wealth, LLC | 0.03% | Reduce -67.2% | 2,655 | $267K |
| Wealth Preservation Advisors, LLC | 0.13% | New | 2,629 | $264K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -54.8% | 2,621 | $263K |
| Becker Capital Management Inc. | 0.01% | Reduce -3.5% | 2,611 | $262K |
| Virtue Capital Management, LLC | 0.04% | Add +63.5% | 2,551 | $256K |
| IMPACTfolio, LLC | 0.11% | Add +1.3% | 2,551 | $256K |
| Verus Capital Partners, LLC | 0.02% | Reduce -80.9% | 2,536 | $255K |
| Manchester Capital Management LLC | 0.03% | New | 2,515 | $252K |
| Tran Capital Management, L.P. | 0.03% | No change | 2,500 | $251K |
| Keystone Wealth Services, LLC | 0.05% | Add +19.3% | 2,484 | $249K |
| Encompass Wealth Advisors, LLC | 0.08% | New | 2,468 | $248K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.5% | 2,461 | $247K |
| Consilium Wealth Advisory, LLC | 0.09% | Reduce -3.9% | 2,458 | $247K |
| Bessemer Group Inc. | 0.00% | No change | 2,455 | $246K |
| J. Safra Sarasin Holding AG | 0.00% | Reduce -9.8% | 2,429 | $244K |
| GeoWealth Management, LLC | 0.01% | Reduce -2.2% | 2,429 | $244K |
| EPG Wealth Management LLC | 0.07% | New | 2,408 | $242K |
| Integrated Financial Solutions, Inc. | 0.17% | New | 2,400 | $241K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,372 | $238K |
| Capital Advisory Group Advisory Services, LLC | 0.07% | New | 2,330 | $234K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -35.1% | 2,315 | $232K |
| Sightline Wealth Advisors, LLC | 0.10% | Add +1.3% | 2,308 | $232K |
| Capitol Family Office, Inc. | 0.27% | Reduce -30.4% | 2,288 | $230K |
| Westbourne Investments, Inc. | 0.11% | Reduce -22.4% | 2,250 | $226K |
| Western Wealth Management, LLC | 0.01% | New | 2,250 | $226K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,241 | $225K |
| First Hawaiian Bank | 0.03% | No change | 2,224 | $223K |
| Kellett Wealth Advisors, LLC | 0.13% | New | 2,222 | $223K |
| Wedmont Private Capital | 0.01% | New | 2,196 | $221K |
| Seven Mile Advisory | 0.04% | Reduce -86.9% | 2,195 | $220K |
| Alkeme Wealth, LLC | 0.09% | No change | 2,193 | $220K |
| Brookwood Investment Group LLC | 0.03% | Add +0.2% | 2,165 | $217K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -24.3% | 2,164 | $217K |
| Seelaus Asset Management LLC | 0.17% | No change | 2,150 | $216K |
| Maia Wealth LLC | 0.04% | New | 2,131 | $214K |
| SteelPeak Wealth, LLC | 0.01% | New | 2,105 | $211K |
| Quantum Capital Management, LLC / NJ | 0.02% | Reduce -6.8% | 2,096 | $210K |
| Arwa LLC | 0.12% | — | 2,087 | $209K |
| MMBG Investment Advisors Co. | 0.02% | No change | 2,065 | $207K |
| Bond & Devick Financial Network, Inc. | 0.06% | No change | 2,057 | $206K |
| KERR FINANCIAL PLANNING Corp | 0.28% | Add +21.4% | 3,110 | $206K |
| Whalen Wealth Management Inc. | 0.11% | No change | 2,040 | $205K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | Reduce -99.0% | 2,038 | $205K |
| Canal Capital Management, LLC | 0.03% | Reduce -65.4% | 2,032 | $204K |
| Highline Wealth Partners LLC | 0.06% | Add +0.9% | 2,027 | $203K |
| Summit Wealth Partners, LLC | 0.04% | No change | 2,004 | $201K |
| Raine Capital LLC | 1.21% | New | 2,000 | $201K |
| North Capital, Inc. | 0.17% | Reduce -0.1% | 2,000 | $201K |
| Wulff, Hansen & Co. | 0.17% | No change | 2,000 | $201K |
| Falcon Wealth Planning | 0.02% | Add +0.5% | 1,998 | $201K |
| Blue Square Asset Management, LLC | 0.09% | New | 1,995 | $200K |
| Armor Investment Advisors, LLC | 0.07% | No change | 1,994 | $200K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | New | 1,994 | $200K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1052.6% | 1,971 | $198K |
| Delta Accumulation, LLC | 0.20% | No change | 1,962 | $197K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,735 | $174K |
| Timmons Wealth Management, LLC | 0.17% | — | 1,700 | $171K |
| Cohalo Advisory LLC | 12.61% | Reduce -0.5% | 1,695 | $170K |
| Creative Financial Designs Inc. | 0.01% | Add +43.0% | 1,557 | $156K |
| General Partner, Inc. | 0.08% | No change | 1,400 | $141K |
| Ares Financial Consulting, LLC | 0.13% | — | 1,390 | $140K |
| Blair William & Co. | 0.00% | Add +1603.7% | 1,380 | $139K |
| Financial Management Professionals, Inc. | 0.01% | Add +80.8% | 1,356 | $136K |
| Raelipskie Partnership | 0.06% | Reduce -32.5% | 1,350 | $136K |
| Optima Capital LLC | 0.06% | New | 1,285 | $129K |
| JNBA Financial Advisors | 0.01% | Reduce -83.3% | 1,267 | $127K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,262 | $127K |
| S.A. Mason LLC | 0.05% | No change | 1,184 | $119K |
| Asset Dedication, LLC | 0.01% | Reduce -22.1% | 1,048 | $105K |
| Wellington-Altus USA Inc. | 0.08% | — | 1,041 | $104K |
| Financial Perspectives, Inc | 0.03% | New | 1,010 | $101K |
| Albion Financial Group | 0.01% | Add +3.4% | 1,006 | $101K |
| Transce3nd, LLC | 0.76% | Reduce -30.6% | 938 | $94K |
| Crewe Advisors LLC | 0.01% | Reduce -5.8% | 893 | $90K |
| Bruce G. Allen Investments, LLC | 0.06% | Add +93.9% | 886 | $89K |
| Kings Path Partners LLC | 0.03% | No change | 836 | $84K |
| Robinswood Financial LLC | 0.03% | No change | 785 | $79K |
| Investment Counsel Co. of Nevada | 0.16% | Add +1.3% | 763 | $77K |
| 2UniFi Bank | 0.03% | No change | 700 | $70K |
| Strengthening Families & Communities, LLC | 0.02% | Add +1.0% | 697 | $70K |
| Morse Asset Management, Inc | 0.01% | New | 650 | $65K |
| Delta Asset Management LLC | 0.01% | No change | 628 | $63K |
| Clayton Financial Group LLC | 0.03% | No change | 598 | $60K |
| McIlrath & Eck, LLC | 0.01% | Add +0.9% | 571 | $57K |
| Chesapeake Asset Management LLC | 0.05% | Reduce -44.3% | 560 | $56K |
| Hollencrest Capital Management | 0.00% | New | 550 | $55K |
| Dagco, Inc. | 0.01% | Reduce -36.9% | 510 | $51K |
| Barrett & Company, Inc. | 0.02% | New | 505 | $51K |
| Godfrey Financial Associates, Inc. | 0.04% | — | 502 | $50K |
| Fifth Third Bancorp | 0.00% | Add +4890.0% | 499 | $50K |
| Maryland Capital Advisors Inc. | 0.02% | Add +23.9% | 471 | $47K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -10.1% | 470 | $47K |
| Larson Financial Group LLC | 0.00% | No change | 430 | $43K |
| Grove Bank & Trust | 0.00% | No change | 400 | $40K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 400 | $40K |
| TCTC Holdings, LLC | 0.00% | No change | 392 | $39K |
| Bokf, NA | 0.00% | Reduce -6.2% | 381 | $38K |
| Smartleaf Asset Management LLC | 0.00% | Add +562.0% | 331 | $33K |
| Bell Investment Advisors, Inc | 0.01% | Add +523.5% | 318 | $32K |
| Coston, McIsaac & Partners | 0.01% | New | 314 | $31K |
| True Wealth Design, LLC | 0.01% | No change | 295 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 290 | $29K |
| Community Bank, N.A. | 0.00% | Reduce -29.5% | 282 | $28K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -86.6% | 273 | $27K |
| Wellington Grp LLC | 0.01% | — | 250 | $25K |
| Wealth Watch Advisors, INC | 0.01% | New | 246 | $25K |
| Millstone Evans Group, LLC | 0.01% | No change | 218 | $22K |
| Ancora Advisors LLC | 0.00% | No change | 217 | $22K |
| LRI Investments, LLC | 0.00% | Reduce -76.8% | 209 | $21K |
| Jones Financial Companies LLLP | 0.00% | Reduce -54.0% | 179 | $18K |
| Luminist Capital LLC | 0.02% | New | 160 | $16K |
| Signature Equity Partners, LLC | 0.01% | — | 141 | $14K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 118 | $12K |
| HFM Investment Advisors, LLC | 0.00% | No change | 116 | $12K |
| WFA of San Diego, LLC | 0.01% | Add +23.8% | 104 | $10K |
| Bayban | 0.01% | — | 102 | $10K |
| Lodestone Wealth Management LLC | 0.00% | New | 102 | $10K |
| Adkins Seale Capital Management LLC | 0.01% | — | 100 | $10K |
| NBT Bank, N.A. | 0.00% | New | 100 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 99 | $10K |
| Proathlete Wealth Management LLC | 0.00% | No change | 93 | $9K |
| Clean Yield Group | 0.00% | No change | 90 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | Add +2.4% | 84 | $8K |
| Covestor Ltd | 0.00% | Add +118.4% | 83 | $8K |
| Key Capital Management, INC | 0.01% | — | 58 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 58 | $6K |
| Paladin Partners, LLC | 0.00% | — | 56 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 54 | $5K |
| Abound Wealth Management | 0.00% | New | 50 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 41 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +2.9% | 36 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 34 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -97.6% | 32 | $3K |
| Rossby Financial, LCC | 0.00% | Reduce -92.1% | 31 | $3K |
| Citigroup Inc. | 0.00% | New | 25 | $3K |
| YANKCOM Partnership | 0.00% | New | 24 | $2K |
| Morgan Dempsey Capital Management LLC | 0.00% | No change | 22 | $2K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -99.5% | 19 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 15 | $2K |
| GoalVest Advisory LLC | 0.00% | Reduce -85.9% | 14 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 12 | $1K |
| Quadrant Capital Group LLC | 0.00% | New | 11 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -44.4% | 10 | $995 |
| Acumen Wealth Advisors, LLC | 0.00% | — | 7 | $703 |
| Franklin Resources Inc. | 0.00% | Reduce -99.4% | 4 | $402 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 1 | $133 |
| LRZ Capital LLC | 0.00% | — | 1 | $100 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $56 |
"% 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.