iShares 0-3 Month Treasury BSGOVETF
13F holders, Q1 2026 (March 31)1,224holders +115
181new positions
69sold out
8famous investors
$100.30avg. 13F price*
At the end of Q1 2026, 1,224 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 115 from Q4 2025. 181 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($1.2B), LPL Financial LLC ($1.1B) and Howard Capital Management, LLC ($939.7M). 8 famous investors held it, including Joel Greenblatt (0.4% of Gotham Asset Management's portfolio), Chris Bloomstran (0.1% of Semper Augustus Investments's portfolio) and Mario Gabelli (0.1% of GAMCO Investors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 181 | $1.9B |
| Exits | 69 | $242.2M |
All 13F filers, Q4 2025 → Q1 2026: 57,659,589 shares bought and 14,487,778 shares sold, net +43,171,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,224 holders
| Bank of America Corp. | 0.09% | Add +13.2% | 12,170,491 | $1.2B |
| LPL Financial LLC | 0.29% | Add +23.4% | 10,856,515 | $1.1B |
| Howard Capital Management, LLC | 15.37% | New | 9,335,100 | $939.7M |
| Morgan Stanley | 0.05% | Add +5.0% | 8,399,007 | $845.4M |
| UBS Group AG | 0.09% | Add +98.2% | 5,134,550 | $516.8M |
| CIBC Bancorp USA Inc. | 0.53% | — | 3,959,338 | $391.6M |
| Cerity Partners LLC | 0.51% | Reduce -9.6% | 3,565,410 | $358.9M |
| Raymond James Financial Inc. | 0.11% | Add +31.8% | 3,522,788 | $354.6M |
| Ameriprise Financial Inc. | 0.06% | Add +67.4% | 3,378,208 | $272.5M |
| Osaic Holdings, Inc. | 0.40% | Add +4.2% | 2,699,683 | $271.8M |
| Royal Bank of Canada | 0.05% | Add +14.5% | 2,691,521 | $270.9M |
| Wells Fargo & Company | 0.05% | Add +40.9% | 2,619,023 | $263.6M |
| JPMorgan Chase & Co. | 0.02% | Add +9.5% | 2,574,482 | $259.1M |
| Focus Partners Wealth | 0.28% | Add +11.2% | 2,508,022 | $252.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +109.7% | 2,363,918 | $238.0M |
| GM Advisory Group, LLC | 8.97% | Reduce -7.2% | 2,314,674 | $233.0M |
| Robinhood Asset Management, LLC | 16.83% | Add +30.2% | 2,306,054 | $232.1M |
| NorthRock Partners, LLC | 3.64% | Add +11.1% | 2,242,910 | $225.8M |
| Captrust Financial Advisors | 0.38% | Add +8.8% | 2,182,769 | $219.7M |
| Cetera Investment Advisers | 0.23% | Add +12.3% | 2,142,221 | $215.6M |
| Confluence Investment Management LLC | 2.74% | Reduce -16.1% | 1,753,514 | $176.5M |
| Woodley Farra Manion Portfolio Management Inc. | 8.40% | Add +32.1% | 1,715,434 | $172.7M |
| Hilton Capital Management, LLC | 11.89% | New | 1,563,252 | $157.4M |
| Westerkirk Capital Inc. | 16.51% | No change | 1,523,760 | $153.4M |
| Waverly Advisors, LLC | 1.14% | Add +2.7% | 1,510,486 | $152.0M |
| Hamilton Capital Partners Inc. | 4.93% | Reduce -8.0% | 1,458,149 | $146.8M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Reduce -31.3% | 1,459,670 | $146.6M |
| Farther Finance Advisors, LLC | 1.34% | Add +34.1% | 1,412,375 | $141.8M |
| Equity Investment Corp. | 2.65% | Add +129.3% | 1,346,116 | $135.5M |
| MAI Capital Management | 0.75% | Reduce -3.1% | 1,313,780 | $132.2M |
| Gotham Asset Management | 0.38% | Reduce -30.7% | 1,238,350 | $124.7M |
| Peapack Gladstone Financial Corp. | 1.58% | Add +2.1% | 1,228,032 | $123.6M |
| Marex Group Ltd | 1.26% | Add +154.7% | 1,208,994 | $121.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.1% | 1,160,176 | $116.8M |
| CX Institutional | 3.52% | Reduce -10.5% | 1,147,807 | $115.5M |
| Cynosure Group, LLC | 14.30% | Reduce -4.3% | 1,136,308 | $114.5M |
| Balentine LLC | 4.55% | Add +11.4% | 1,121,568 | $112.9M |
| Knightsbridge Asset Management, LLC | 15.17% | New | 1,111,920 | $111.9M |
| Alpha Wealth Funds, LLC | 78.94% | Add +4.8% | 1,102,060 | $110.9M |
| Cheviot Value Management, LLC | 10.80% | Add +9.4% | 1,068,008 | $107.5M |
| Prudential Financial Inc. | 0.13% | Reduce -15.7% | 1,041,963 | $104.9M |
| Mutual Advisors, LLC | 2.21% | Add +1.3% | 1,022,493 | $102.9M |
| 3EDGE Asset Management, LP | 4.93% | Add +138.8% | 1,012,944 | $102.0M |
| Wealthfront Advisers LLC | 0.22% | Add +13.3% | 992,541 | $99.9M |
| AE Wealth Management LLC | 0.53% | Add +51.4% | 967,416 | $97.4M |
| AlphaStar Capital Management, LLC | 6.88% | Add +60.9% | 927,225 | $93.3M |
| Potomac Fund Management Inc. | 3.17% | Add +5.9% | 905,656 | $91.2M |
| HighTower Advisors, LLC | 0.10% | Add +21.9% | 899,725 | $90.6M |
| Vigilare Wealth Management | 30.32% | Add +450.7% | 891,364 | $89.7M |
| Kestra Advisory Services, LLC | 0.34% | Add +152.4% | 890,824 | $89.7M |
| Sollinda Capital Management LLC | 21.19% | Add +40.5% | 865,955 | $87.2M |
| JNBA Financial Advisors | 7.10% | Add +66772.3% | 847,272 | $85.3M |
| Evolve Private Wealth, LLC | 4.48% | Add +27.1% | 832,175 | $83.8M |
| Peavine Capital, LLC | 18.68% | Reduce -6.5% | 827,981 | $83.3M |
| Flagship Harbor Advisors, LLC | 3.61% | Add +21.5% | 816,499 | $82.2M |
| Selective Wealth Management, Inc. | 24.12% | Add +3.1% | 808,654 | $81.4M |
| Cresset Asset Management, LLC | 0.34% | Reduce -16.2% | 786,390 | $79.2M |
| Maxi Investments CY Ltd | 17.26% | Add +196.2% | 784,800 | $79.0M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -5.0% | 782,876 | $78.8M |
| Cwm, LLC | 0.20% | Add +126.2% | 774,491 | $78.0M |
| Avos Capital Management, LLC | 30.39% | Add +1.4% | 763,913 | $76.9M |
| McElhenny Sheffield Capital Management, LLC | 18.90% | New | 757,217 | $76.2M |
| Steward Partners Investment Advisory, LLC | 0.37% | Add +74.7% | 729,229 | $73.4M |
| Rwwm, Inc. | 5.30% | Reduce -5.8% | 720,778 | $72.6M |
| Mariner, LLC | 0.08% | Add +54.0% | 715,799 | $72.1M |
| D.A. Davidson & Co. | 0.44% | Add +15.3% | 712,919 | $71.8M |
| PSP Research LLC | 49.86% | No change | 700,000 | $70.5M |
| Stifel Financial Corp. | 0.06% | Reduce -33.4% | 698,933 | $70.4M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +0.9% | 694,678 | $69.9M |
| Mesirow Financial Investment Management, Inc. | 1.13% | Add +48.2% | 690,898 | $69.5M |
| BlackRock, Inc. | 0.00% | Reduce -10.1% | 689,937 | $69.4M |
| Peak Retirement Planning, Inc. | 13.40% | Add +16.6% | 667,515 | $67.2M |
| First Wilshire Securities Management Inc. | 15.11% | Add +73.5% | 666,152 | $67.1M |
| Awm Capital, LLC | 6.04% | Reduce -31.7% | 662,969 | $66.7M |
| Raffa Wealth Management, LLC | 10.38% | Reduce -4.9% | 660,471 | $66.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Add +36.1% | 656,000 | $66.0M |
| Trek Financial, LLC | 3.48% | Add +146.1% | 651,388 | $65.6M |
| Aaron Wealth Advisors LLC | 3.76% | Reduce -44.1% | 647,381 | $65.2M |
| Beaumont Financial Advisors, LLC | 4.48% | Add +34.8% | 647,227 | $65.1M |
| Journey Advisory Group, LLC | 5.50% | Add +638.9% | 637,029 | $64.1M |
| Titleist Asset Management, LLC | 4.84% | Reduce -4.0% | 636,949 | $64.1M |
| Fiduciary Financial Group, LLC | 8.39% | Add +10.5% | 628,778 | $63.3M |
| Evergreen Capital Management LLC | 1.36% | Add +19.4% | 620,251 | $62.4M |
| MML Investors Services, LLC | 0.17% | Add +11.3% | 615,394 | $61.9M |
| Moneco Advisors, LLC | 4.69% | Reduce -10.8% | 600,219 | $60.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +187.3% | 591,967 | $59.6M |
| Partners Capital Investment Group, LLP | 2.24% | Add +105.8% | 590,975 | $59.5M |
| Truist Financial Corp. | 0.08% | Add +22.5% | 585,194 | $58.9M |
| Bleakley Financial Group, LLC | 0.92% | Add +3.8% | 582,145 | $58.6M |
| Composition Wealth, LLC | 0.78% | Reduce -39.9% | 563,677 | $56.7M |
| Private Advisor Group, LLC | 0.27% | Add +58.1% | 563,002 | $56.7M |
| Neuberger Berman Group LLC | 0.04% | Add +3.6% | 553,461 | $55.7M |
| Nierenberg Investment Management Company, LLC | 27.60% | Reduce -14.1% | 550,597 | $55.4M |
| Bitterroot Capital Advisors LLC | 33.41% | Add +54.5% | 546,680 | $55.0M |
| Oppenheimer Asset Management Inc. | 0.62% | Add +2.3% | 543,750 | $54.7M |
| Exencial Wealth Advisors, LLC | 1.70% | Reduce -7.3% | 542,889 | $54.6M |
| Aspen Capital Management, LLC | 13.29% | Reduce -15.0% | 533,554 | $53.7M |
| Sequoia Financial Advisors, LLC | 0.29% | Reduce -46.2% | 519,482 | $52.3M |
| Smithfield Trust Co | 2.27% | Add +15.1% | 517,655 | $52.1M |
| Omnia Family Wealth, LLC | 16.41% | Add +41.4% | 517,354 | $52.1M |
| Parkway Wealth Management Group, LLC | 6.56% | Add +6346.6% | 516,175 | $51.9M |
| RPS Advisory Solutions LLC | 29.21% | Add +117.8% | 511,705 | $51.5M |
| Advisory Services Network, LLC | 0.67% | Add +7.9% | 502,206 | $50.6M |
| L2 Asset Management, LLC | 4.75% | Add +101.8% | 496,119 | $49.9M |
| Legacy Wealth Advisors, LLC | 24.00% | Add +130.9% | 467,180 | $47.0M |
| Janney Montgomery Scott LLC | 0.12% | Add +350.3% | 466,860 | $47.0M |
| Stephens Inc. | 0.58% | Add +91.2% | 460,127 | $46.3M |
| Punch Card Management L.P. | 17.11% | Reduce -18.7% | 460,000 | $46.3M |
| Equitable Holdings, Inc. | 0.30% | Add +358.8% | 458,991 | $46.2M |
| Cambridge Associates LLC /Ma/ | 0.71% | Reduce -21.4% | 443,120 | $44.6M |
| Stansberry Asset Management, LLC | 4.66% | Add +69.6% | 442,000 | $44.5M |
| Dakota Wealth Management | 0.96% | New | 440,907 | $44.4M |
| Proficio Capital Partners LLC | 2.37% | New | 440,781 | $44.4M |
| Dynamic Financial Group | 35.88% | Reduce -0.6% | 435,857 | $43.9M |
| Rockefeller Capital Management L.P. | 0.08% | Add +7.2% | 435,741 | $43.9M |
| Osborne Partners Capital Management, LLC | 2.31% | Add +120.3% | 434,573 | $43.7M |
| Wealthcare Advisory Partners LLC | 0.84% | Add +10.7% | 430,576 | $43.3M |
| Zurich Insurance Group Ltd | 0.33% | Reduce -38.0% | 417,450 | $42.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 7.23% | Add +169.2% | 415,043 | $41.8M |
| Perigon Wealth Management, LLC | 0.74% | Add +17.8% | 405,710 | $40.8M |
| RFG Advisory, LLC | 0.74% | Add +23.7% | 400,709 | $40.3M |
| Arjuna Capital | 10.23% | Reduce -15.9% | 399,697 | $40.2M |
| RIA Advisory Group LLC | 9.83% | Add +3740.1% | 399,143 | $40.2M |
| Savant Capital, LLC | 0.19% | Add +30.6% | 398,007 | $40.1M |
| Sanctuary Advisors, LLC | 0.21% | Add +13.5% | 391,339 | $39.4M |
| Index Fund Advisors, Inc. | 1.77% | Add +2.3% | 389,812 | $39.2M |
| Synergy Asset Management, LLC | 4.13% | Reduce -7.8% | 386,380 | $38.9M |
| Decker Retirement Planning Inc. | 17.49% | Add +36.6% | 383,541 | $38.6M |
| Greenlea Lane Capital Management, LLC | 11.20% | New | 383,000 | $38.6M |
| Wealth Advisors of Iowa, LLC | 11.60% | Add +2221.7% | 372,395 | $37.5M |
| Milestone Asset Management, LLC | 6.87% | Add +121.1% | 370,039 | $37.2M |
| Meeder Advisory Services, Inc. | 1.55% | Add +44.6% | 369,041 | $37.1M |
| Cypress Capital, LLC | 10.55% | Add +397.4% | 368,275 | $37.1M |
| Coldstream Capital Management Inc. | 0.45% | Add +0.1% | 362,476 | $36.5M |
| Schnieders Capital Management, Llc. | 5.82% | Add +100.1% | 362,033 | $36.4M |
| Creative Planning | 0.02% | Reduce -18.4% | 358,097 | $36.0M |
| Orion Capital Management LLC | 12.26% | Reduce -1.6% | 352,785 | $35.5M |
| Diversified Trust Co. | 0.66% | Add +19.5% | 351,555 | $35.4M |
| Wheelhouse Advisory Group LLC | 11.69% | New | 350,428 | $35.3M |
| Wedbush Securities Inc. | 1.02% | Add +10.8% | 348,522 | $35.1M |
| Almanack Investment Partners, LLC. | 5.84% | Add +16.6% | 343,434 | $34.6M |
| VestGen Advisors, LLC | 0.95% | Add +33.3% | 337,530 | $33.9M |
| HUB Investment Partners, LLC | 0.83% | Add +58.2% | 335,841 | $33.8M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -22.0% | 335,653 | $33.8M |
| Mader & Shannon Wealth Management, Inc. | 15.62% | Add +1840.9% | 335,197 | $33.7M |
| Relyea Zuckerberg Hanson LLC | 3.35% | Add +99.0% | 330,578 | $33.3M |
| Brookstone Capital Management | 0.37% | Reduce -3.1% | 322,124 | $32.4M |
| Rebalance, LLC | 1.83% | Add +365.8% | 313,659 | $31.6M |
| NewEdge Advisors, LLC | 0.11% | Add +156.3% | 313,448 | $31.6M |
| Henderson Brothers Financial Partners, LLC | 7.95% | — | 311,936 | $31.4M |
| Centric Wealth Management | 6.22% | Add +48.4% | 310,239 | $31.2M |
| Lee Johnson Capital Management, LLC | 10.84% | Reduce -38.5% | 300,466 | $30.2M |
| AQR Capital Management | 0.01% | Add +1.1% | 297,711 | $30.0M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +8.2% | 289,300 | $29.1M |
| Tortoise Investment Management, LLC | 2.40% | Add +1.1% | 288,750 | $29.1M |
| Aristotle Capital Management, LLC | 0.06% | Add +3.7% | 287,383 | $28.9M |
| Laurel Wealth Advisors LLC | 2.86% | Add +9.9% | 287,436 | $28.9M |
| Elm Partners Management LLC | 1.24% | Reduce -40.6% | 284,362 | $28.6M |
| One Day In July LLC | 2.27% | Reduce -15.0% | 281,647 | $28.4M |
| Resonant Capital Advisors, LLC | 1.49% | Reduce -44.5% | 281,061 | $28.3M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -0.3% | 275,531 | $27.7M |
| Geneos Wealth Management Inc. | 0.64% | Add +80.6% | 273,696 | $27.6M |
| M. Kulyk & Associates, LLC | 5.11% | Reduce -4.1% | 271,768 | $27.4M |
| Tolleson Wealth Management, Inc. | 3.88% | Reduce -15.6% | 264,210 | $26.6M |
| Oppenheimer & Co. Inc. | 0.32% | Add +470.0% | 262,378 | $26.4M |
| ACR Alpine Capital Research, LLC | 0.39% | Add +61.0% | 261,367 | $26.3M |
| Capital Investment Advisors, LLC | 0.38% | Add +27.3% | 259,696 | $26.1M |
| Traphagen Investment Advisors LLC | 2.09% | Reduce -3.0% | 256,757 | $25.8M |
| Kohmann Bosshard Financial Services, LLC | 2.49% | Add +3.4% | 253,967 | $25.6M |
| George Kaiser Family Foundation | 2.88% | New | 252,558 | $25.4M |
| Prescott Group Capital Management, L.L.C. | 2.53% | Add +0.6% | 252,558 | $25.4M |
| Larson Financial Group LLC | 0.80% | Add +57604.2% | 248,128 | $25.0M |
| Valmark Advisers, Inc. | 0.29% | Add +17.9% | 245,990 | $24.8M |
| Bessemer Group Inc. | 0.04% | Add +9735.7% | 241,467 | $24.3M |
| Advisors Capital Management, LLC | 0.28% | Reduce -29.3% | 239,175 | $24.1M |
| Westfuller Advisors, LLC | 10.39% | Reduce -4.6% | 239,063 | $24.1M |
| Legacy Wealth Partners, LLC | 5.92% | Add +2187.1% | 234,767 | $23.6M |
| JDM Financial Group LLC | 9.07% | Add +24.3% | 283,950 | $23.5M |
| Miramontes Capital, LLC | 8.09% | Reduce -6.3% | 232,000 | $23.4M |
| Empowered Funds, LLC | 0.15% | Reduce -10.9% | 230,373 | $23.1M |
| Talon Private Wealth, LLC | 3.01% | — | 224,963 | $22.6M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +9.2% | 224,768 | $22.6M |
| Shrier Wealth Management, LLC | 8.34% | Add +10.3% | 224,155 | $22.6M |
| Cornerstone Advisors Asset Management, LLC | 3.41% | Add +15.9% | 219,403 | $22.1M |
| CFS Investment Advisory Services, LLC | 1.49% | Add +8.8% | 215,020 | $21.6M |
| Occidental Asset Management, LLC | 2.52% | New | 211,303 | $21.3M |
| Bramshill Investments, LLC | 1.82% | New | 210,000 | $21.1M |
| Owen LaRue, LLC | 8.03% | Reduce -16.1% | 207,882 | $20.9M |
| Peregrine Asset Advisers, Inc. | 5.55% | Add +274.3% | 204,753 | $20.6M |
| Betterment LLC | 0.04% | Add +33.3% | 204,114 | $20.5M |
| Five Oceans Advisors | 7.43% | Reduce -4.7% | 203,959 | $20.5M |
| Manning & Napier Advisors LLC | 0.29% | Add +7.4% | 201,645 | $20.3M |
| Retirement Planning Group, LLC | 0.63% | Reduce -5.1% | 201,228 | $20.3M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +34.6% | 199,325 | $20.1M |
| Altiora Financial Group, LLC | 3.30% | Reduce -8.9% | 199,156 | $20.0M |
| Mgo One Seven LLC | 0.40% | Add +1.6% | 199,089 | $20.0M |
| Affinity Capital Advisors, LLC | 2.80% | Add +22.7% | 198,182 | $19.9M |
| Brighton Jones LLC | 0.44% | Add +17.3% | 197,253 | $19.9M |
| Allworth Financial LP | 0.08% | Add +1.3% | 197,026 | $19.8M |
| Atlas Private Wealth Advisors | 4.65% | Add +7.2% | 196,279 | $19.8M |
| Leo H. Evart, Inc. | 16.86% | — | 195,748 | $19.7M |
| Bangor Savings Bank | 1.57% | Reduce -24.7% | 195,079 | $19.6M |
| Advisors Preferred, LLC | 2.87% | Reduce -0.7% | 193,330 | $19.5M |
| Kingsview Wealth Management, LLC | 0.26% | Add +33.4% | 192,146 | $19.3M |
| Bank of Montreal | 0.01% | Add +101.5% | 192,025 | $19.3M |
| Alpha Advisors, LLC | 15.20% | Add +5.0% | 191,318 | $19.3M |
| Focused Wealth Management, Inc | 1.96% | Reduce -13.1% | 186,532 | $18.8M |
| Private Wealth Group, LLC | 8.71% | Add +29.1% | 185,466 | $18.7M |
| Kera Capital Partners, Inc. | 2.29% | New | 185,096 | $18.6M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +90.1% | 183,012 | $18.4M |
| Sterling Investment Advisors LLC | 8.83% | Add +2.8% | 182,763 | $18.4M |
| Ridgepath Capital Management LLC | 9.10% | Reduce -71.9% | 181,832 | $18.3M |
| Toth Financial Advisory Corp. | 2.00% | New | 180,867 | $18.2M |
| Spartan Wealth Advisory Services LLC | 1.59% | — | 180,835 | $18.2M |
| Vickerman Investment Advisors, Inc. | 3.82% | Reduce -25.4% | 180,610 | $18.2M |
| Wellspring Financial Advisors, LLC | 1.36% | Reduce -15.9% | 180,371 | $18.2M |
| Keystone Financial Group, Inc. | 9.43% | Reduce -4.9% | 180,238 | $18.1M |
| Crescent Grove Advisors, LLC | 1.80% | Reduce -12.2% | 180,134 | $18.1M |
| Lido Advisors, LLC | 0.07% | Reduce -17.5% | 178,195 | $17.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.49% | Reduce -6.7% | 177,604 | $17.9M |
| Encompass More Asset Management | 3.01% | Add +238.7% | 177,487 | $17.9M |
| IFS Advisors, LLC | 9.19% | Add +1.2% | 177,167 | $17.8M |
| Marest Capital, LLC | 10.26% | Add +54.8% | 176,212 | $17.7M |
| Navigate Wealth Management, LLC | 12.33% | — | 174,555 | $17.6M |
| Penney Financial, LLC | 6.66% | Reduce -6.1% | 172,506 | $17.4M |
| Conservest Capital Advisors, Inc. | 1.56% | Add +50.4% | 171,311 | $17.2M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +232.7% | 170,784 | $17.2M |
| PFG Advisors | 0.83% | Add +71.1% | 169,504 | $17.1M |
| Scotia Capital Inc. | 0.07% | Reduce -19.9% | 169,424 | $17.1M |
| Axxcess Wealth Management, LLC | 0.54% | Reduce -74.2% | 168,139 | $16.9M |
| Legacy Advisory Services, LLC | 12.70% | Reduce -0.5% | 165,198 | $16.6M |
| Zuckerman Investment Group, LLC | 1.56% | New | 164,331 | $16.5M |
| Corient Private Wealth LP | 0.02% | Reduce -27.6% | 165,052 | $16.3M |
| Foundations Investment Advisors, LLC | 0.20% | Add +80.0% | 161,601 | $16.3M |
| Pecaut & Co. | 5.27% | Reduce -35.6% | 161,243 | $16.2M |
| Kennicott Capital Management LLC | 8.65% | Add +6.5% | 157,348 | $15.8M |
| Bank of New York Mellon Corp | 0.00% | Add +16.0% | 155,505 | $15.7M |
| Vise Technologies, Inc. | 0.31% | No change | 155,805 | $15.6M |
| Greenwich Wealth Management LLC | 0.63% | Add +49.6% | 152,994 | $15.4M |
| Leavell Investment Management, Inc. | 0.63% | Reduce -3.9% | 152,984 | $15.4M |
| Baird Financial Group, Inc. | 0.02% | Add +29.8% | 151,869 | $15.3M |
| &partners | 0.08% | Add +83.8% | 136,429 | $15.2M |
| Red Wave Investments LLC | 4.52% | Reduce -6.0% | 150,363 | $15.1M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -14.3% | 150,158 | $15.1M |
| CENTRAL TRUST Co | 0.30% | Add +10.3% | 149,808 | $15.1M |
| Apriem Advisors | 1.42% | New | 147,853 | $14.9M |
| Twelve Points Wealth Management LLC | 3.25% | Reduce -14.2% | 146,933 | $14.8M |
| Crown Wealth Group, LLC | 4.33% | Add +34.6% | 146,465 | $14.7M |
| Vivid Wealth Management, LLC | 5.96% | Add +0.5% | 146,217 | $14.7M |
| Heritage Wealth Management, Inc. | 8.18% | Add +183.3% | 145,669 | $14.7M |
| RMR Capital Management, LLC | 10.57% | Reduce -3.9% | 145,421 | $14.6M |
| Virginia Estate & Retirement Planning Advisors Inc. | 25.73% | — | 145,120 | $14.6M |
| Quantinno Capital Management LP | 0.02% | Reduce -36.1% | 144,635 | $14.6M |
| GTS Financial, LLC | 11.47% | — | 143,897 | $14.5M |
| Dominguez Wealth Management Solutions, Inc. | 8.77% | Reduce -0.7% | 143,784 | $14.5M |
| DORVAL Corp | 4.48% | New | 143,403 | $14.4M |
| Mascoma Wealth Management LLC | 2.97% | Add +67.8% | 142,975 | $14.4M |
| IFP Advisors, Inc | 0.30% | Add +156.9% | 141,900 | $14.3M |
| Cassady Wealth & Retirement Planning, LLC | 7.25% | Add +64.7% | 139,132 | $14.0M |
| Hilltop Holdings Inc. | 1.27% | Add +4.7% | 138,863 | $14.0M |
| Horizon Investments, LLC | 0.15% | Add +110.2% | 137,776 | $13.8M |
| Woodmont Investment Counsel LLC | 0.85% | Reduce -11.4% | 136,357 | $13.7M |
| Nest Investments, LLC | 11.14% | Reduce -5.2% | 136,183 | $13.7M |
| Ausdal Financial Partners, Inc. | 0.60% | Add +529.6% | 134,184 | $13.5M |
| Sowell Financial Services LLC | 0.49% | Reduce -13.9% | 132,415 | $13.3M |
| Susquehanna International Group, LLP | 0.02% | Add +56.6% | 132,042 | $13.3M |
| Sandhill Capital Partners LLC | 1.13% | Reduce -44.3% | 130,697 | $13.2M |
| Pinion Investment Advisors, LLC | 3.04% | Add +97.8% | 129,266 | $13.0M |
| Independent Financial Group, LLC | 0.29% | Reduce -21.9% | 127,165 | $12.8M |
| Impact Partnership Wealth, LLC | 1.58% | Reduce -29.3% | 126,951 | $12.8M |
| Courier Capital LLC | 0.71% | Add +19.0% | 126,495 | $12.7M |
| Silver Lake Advisory, LLC | 5.04% | Add +3.0% | 126,096 | $12.7M |
| Benjamin Edwards Inc. | 0.13% | Add +1541.7% | 125,276 | $12.6M |
| Monarch Capital Management Inc. | 3.08% | Add +26.9% | 124,858 | $12.6M |
| Scratch Capital LLC | 7.16% | Add +239.7% | 124,244 | $12.5M |
| O'Domhnaill Enterprises, Inc. | 10.06% | New | 124,031 | $12.5M |
| GTS Securities LLC | 0.44% | Add +544.0% | 123,681 | $12.4M |
| Main Management LLC | 0.90% | Reduce -34.9% | 122,957 | $12.4M |
| Cedar Wealth Management, LLC | 3.60% | Add +3284.6% | 122,928 | $12.4M |
| Spectrum Planning & Advisory Services Inc. | 6.10% | Reduce -6.1% | 122,479 | $12.3M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -0.5% | 121,919 | $12.3M |
| Centaurus Financial, Inc. | 0.58% | Add +10.7% | 121,864 | $12.3M |
| Hutchens & Kramer Investment Management Group, LLC | 3.87% | Add +18.2% | 121,809 | $12.3M |
| Financial Discovery Group Inc. | 28.54% | — | 121,331 | $12.2M |
| Dynamic Wealth Strategies, LLC | 7.04% | Reduce -0.1% | 120,886 | $12.2M |
| Fiduciary Alliance LLC | 0.73% | Add +306.4% | 120,875 | $12.2M |
| International Assets Investment Management, LLC | 0.84% | Add +6.6% | 120,874 | $12.1M |
| Founders Financial Securities LLC | 0.67% | Add +52.5% | 118,941 | $11.9M |
| Citadel Advisors | 0.01% | New | 118,450 | $11.9M |
| HRT Financial LP | 0.03% | New | 118,216 | $11.9M |
| Portland Global Advisors LLC | 1.27% | Add +39.9% | 118,047 | $11.9M |
| Kingswood Wealth Advisors, LLC | 0.56% | Add +72.7% | 117,777 | $11.9M |
| J2 Capital Management Inc | 8.10% | Add +61.2% | 117,291 | $11.8M |
| Walser Wealth Management Company, A Ltd Liability Co | 5.30% | Add +124.8% | 117,227 | $11.8M |
| Park Avenue Securities LLC | 0.09% | Add +27.1% | 116,612 | $11.7M |
| Code Waechter LLC | 6.92% | Add +5.0% | 115,749 | $11.7M |
| Bull Oak Capital, LLC | 4.45% | Add +21.8% | 115,007 | $11.6M |
| Pacific Capital Wealth Advisors, Inc. | 1.94% | Add +14.9% | 114,652 | $11.5M |
| Money Concepts Capital Corp. | 0.64% | Add +120.7% | 114,644 | $11.5M |
| Savvy Advisors, Inc. | 0.30% | Add +530.9% | 111,938 | $11.3M |
| Baker Ellis Asset Management LLC | 1.33% | Add +6.5% | 111,428 | $11.2M |
| Revere Asset Management, Inc | 5.73% | New | 111,176 | $11.2M |
| Ieq Capital, LLC | 0.05% | Add +1.6% | 109,848 | $11.1M |
| Highland Financial Advisors, LLC | 2.89% | Add +2.4% | 108,848 | $11.0M |
| Winnacle Wealth LLC | 8.44% | Add +1.5% | 108,631 | $10.9M |
| Kassira Wealth Management LLC | 10.02% | New | 108,362 | $10.9M |
| Koa Wealth Management, LLC | 7.88% | Add +39.1% | 108,255 | $10.9M |
| Maridea Wealth Management LLC | 1.58% | Reduce -14.7% | 107,858 | $10.9M |
| Tidal Investments LLC | 0.03% | Add +256.9% | 107,848 | $10.8M |
| Apollon Wealth Management, LLC | 0.17% | Add +2893.2% | 106,947 | $10.8M |
| Waterfront Wealth Inc. | 1.96% | Add +174.0% | 106,121 | $10.7M |
| Segall Bryant & Hamill, LLC | 0.15% | Add +54.8% | 105,808 | $10.7M |
| Arkadios Wealth Advisors | 0.18% | Add +1.0% | 105,789 | $10.6M |
| Farnam Financial LLC | 8.75% | Reduce -23.3% | 105,620 | $10.6M |
| Anson Capital, Inc. | 7.18% | Add +8.2% | 104,220 | $10.5M |
| Blair William & Co. | 0.03% | Add +7425.4% | 103,850 | $10.5M |
| MidFirst Bank | 0.86% | Add +13.9% | 103,705 | $10.4M |
| Financial Advisory Partners, LLC | 2.95% | Reduce -31.3% | 103,477 | $10.4M |
| SouthState Bank Corp | 0.48% | Reduce -18.5% | 102,804 | $10.3M |
| First Merchants Corp. | 0.39% | New | 102,484 | $10.3M |
| Stonekeep Investments, LLC | 6.65% | No change | 101,913 | $10.3M |
| Summit Financial, LLC | 0.13% | Add +246.9% | 101,468 | $10.2M |
| Montgomery Investment Management Inc. | 3.46% | Add +10.8% | 100,700 | $10.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.6% | 99,824 | $10.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.20% | Reduce -21.6% | 99,566 | $10.0M |
| Natixis | 0.04% | No change | 99,500 | $10.0M |
| Capital Advisors Wealth Management, LLC | 1.32% | Add +94.3% | 97,715 | $9.8M |
| Gibraltar Capital Management, Inc. | 1.69% | Reduce -28.9% | 97,346 | $9.8M |
| Silverlake Wealth Management LLC | 2.06% | Add +16.4% | 97,063 | $9.8M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -1.3% | 97,024 | $9.8M |
| Simon Quick Advisors, LLC | 0.44% | Add +41.8% | 95,952 | $9.7M |
| Gagnon Advisors, LLC | 7.08% | New | 95,621 | $9.6M |
| Private Advisory Group LLC | 0.67% | Reduce -48.7% | 95,419 | $9.6M |
| First Foundation Advisors | 0.39% | Add +33.0% | 95,205 | $9.6M |
| Strait & Sound Wealth Management LLC | 3.64% | Reduce -3.3% | 94,763 | $9.5M |
| VestGen Investment Management | 5.24% | Add +44.9% | 94,420 | $9.5M |
| Diversify Wealth Management, LLC | 0.17% | Add +32.8% | 94,222 | $9.5M |
| Gagnon Securities LLC | 2.15% | New | 92,702 | $9.3M |
| Arax Advisory Partners | 0.26% | Add +74.3% | 92,552 | $9.3M |
| Kingstone Capital Partners Texas, LLC | 5.71% | Add +24.7% | 92,174 | $9.3M |
| Stratos Wealth Advisors, LLC | 0.57% | Reduce -66.0% | 91,641 | $9.2M |
| Exit Wealth Advisors, LLC. | 4.71% | New | 90,770 | $9.1M |
| Atria Investments, Inc | 0.10% | Add +27.4% | 90,705 | $9.1M |
| Aries Wealth Management | 2.01% | Add +36.5% | 90,700 | $9.1M |
| PFG Investments, LLC | 0.43% | Add +59.2% | 90,651 | $9.1M |
| Anderson Hoagland & Co. | 0.78% | Add +13.2% | 90,495 | $9.1M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Reduce -9.3% | 90,360 | $9.1M |
| Castle Rock Wealth Management, LLC | 1.96% | Add +2.6% | 89,943 | $9.0M |
| Quaker Wealth Management, LLC | 2.82% | Add +7.8% | 89,693 | $9.0M |
| Root Financial Partners, LLC | 0.41% | Add +4.7% | 87,932 | $8.9M |
| Clearstead Advisors, LLC | 0.08% | Add +4.9% | 87,309 | $8.8M |
| Ascentis Independent Advisors | 0.66% | Add +162.9% | 86,908 | $8.7M |
| Capital Investment Advisory Services, LLC | 0.64% | Add +131.1% | 86,730 | $8.7M |
| Sonoma Private Wealth LLC | 10.72% | Add +8.2% | 86,538 | $8.7M |
| RD Finance Ltd | 9.82% | Reduce -28.9% | 86,000 | $8.7M |
| Integris Wealth Management, LLC | 1.97% | Add +66.8% | 85,152 | $8.6M |
| US Bancorp \de | 0.01% | Reduce -6.5% | 85,027 | $8.6M |
| Carnegie Investment Counsel | 0.17% | Add +2.7% | 84,625 | $8.5M |
| MRWM Advisors, LLC | 4.60% | Add +932.9% | 84,246 | $8.5M |
| Heritage Wealth Management, Inc./Texas | 3.60% | Add +1.0% | 83,780 | $8.4M |
| WESPAC Advisors, LLC | 4.61% | New | 83,582 | $8.4M |
| Studio Investment Management LLC | 1.51% | Add +0.5% | 83,031 | $8.4M |
| Flagship Private Wealth, LLC | 3.37% | Reduce -13.5% | 82,433 | $8.3M |
| Trajan Wealth LLC | 0.33% | Reduce -10.4% | 81,941 | $8.2M |
| Congress Park Capital LLC | 2.53% | Add +30.1% | 81,809 | $8.2M |
| VanWeelden Wealth Management, LLC | 6.55% | Reduce -4.2% | 81,603 | $8.2M |
| William John Sempolinski | 4.12% | Reduce -2.0% | 81,515 | $8.2M |
| Clear Creek Financial Management, LLC | 0.62% | Reduce -2.3% | 80,462 | $8.1M |
| Farrow Financial, Inc. | 4.59% | Reduce -9.0% | 80,366 | $8.1M |
| Warren Street Wealth Advisors, LLC | 2.06% | Add +1.8% | 79,897 | $8.0M |
| Jmac Enterprises LLC | 1.53% | Reduce -4.6% | 79,502 | $8.0M |
| Ameritas Advisory Services, LLC | 0.30% | Add +6.0% | 77,440 | $7.8M |
| GAMCO Investors | 0.08% | Add +5.9% | 77,428 | $7.8M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +0.9% | 76,802 | $7.7M |
| Madson Wealth Advisors Inc | 6.39% | — | 76,311 | $7.7M |
| Emprise Bank | 3.08% | Reduce -3.3% | 76,277 | $7.7M |
| McNamara Financial Services, Inc. | 1.42% | Add +25.2% | 74,430 | $7.5M |
| Heritage Oak Wealth Advisors LLC | 2.30% | Add +205.3% | 71,974 | $7.2M |
| Integrated Advisors Network LLC | 0.38% | Add +25.4% | 71,258 | $7.2M |
| TT Capital Management LLC | 5.85% | Reduce -18.9% | 70,522 | $7.1M |
| Fifth Third Bancorp | 0.01% | Add +13996.6% | 70,342 | $7.1M |
| Bulwark Capital Corp | 4.34% | Add +229.9% | 69,975 | $7.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +53.5% | 69,813 | $7.0M |
| Sigma Planning Corp | 0.19% | Add +10.8% | 69,634 | $7.0M |
| Invariant Investment Management | 4.30% | Reduce -9.7% | 69,477 | $7.0M |
| Elevation Point Wealth Partners, LLC | 0.17% | Reduce -14.7% | 69,321 | $7.0M |
| Strategic Advisors LLC | 1.15% | Reduce -1.6% | 69,073 | $7.0M |
| Signet Financial Management, LLC | 0.78% | Reduce -2.4% | 68,804 | $6.9M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Reduce -15.1% | 68,532 | $6.9M |
| Malaga Cove Capital, LLC | 2.47% | Reduce -8.9% | 68,181 | $6.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -66.5% | 67,824 | $6.8M |
| 17 Capital Partners, LLC | 3.53% | Add +138.5% | 67,714 | $6.8M |
| Seal Cove Capital, LLC | 5.96% | Add +5.1% | 67,584 | $6.8M |
| Waterloo Capital, L.P. | 0.48% | Add +451.8% | 67,543 | $6.8M |
| Motive Wealth Advisors | 3.19% | Reduce -4.3% | 67,493 | $6.8M |
| Watchman Group, Inc. | 1.63% | Add +55.5% | 66,836 | $6.7M |
| Arrien Investments, Inc. | 3.64% | Add +9.6% | 66,639 | $6.7M |
| Virtue Capital Management, LLC | 1.01% | Add +2480.0% | 65,815 | $6.6M |
| Fortis Capital Management LLC | 0.88% | New | 65,590 | $6.6M |
| DeLarme Wealth Management, Inc. | 4.24% | Add +105.8% | 65,440 | $6.6M |
| Hennion & Walsh Asset Management, Inc. | 0.22% | Add +5.4% | 65,246 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +147.1% | 64,665 | $6.5M |
| Greenspring Advisors, LLC | 0.40% | Add +9.7% | 64,477 | $6.5M |
| Faithward Advisors, LLC | 0.92% | Add +14.1% | 63,835 | $6.4M |
| Compound Planning, Inc. | 0.20% | Add +13.5% | 63,602 | $6.4M |
| Wilmington Savings Fund Society, FSB | 0.15% | Reduce -0.4% | 62,806 | $6.3M |
| Ridgewood Investments LLC | 2.58% | — | 62,767 | $6.3M |
| SVRN Asset Management, LLC | 6.11% | Reduce -7.2% | 62,728 | $6.3M |
| Brown Advisory Inc. | 0.01% | Reduce -70.6% | 62,499 | $6.3M |
| Ade, LLC | 2.98% | Add +12.5% | 61,860 | $6.2M |
| Friedenthal Financial | 3.12% | New | 61,740 | $6.2M |
| Caliber Wealth Management, LLC / KS | 0.68% | Add +1.0% | 61,545 | $6.2M |
| Red Crane Wealth Management, LLC | 5.07% | Reduce -3.4% | 61,257 | $6.2M |
| Gateway Wealth Partners, LLC | 0.24% | Add +125.3% | 61,100 | $6.2M |
| Night Owl Capital Management, LLC | 0.72% | Add +5.0% | 61,026 | $6.1M |
| Guardian Partners Inc. | 0.51% | New | 61,026 | $6.1M |
| Hayek Kallen Investment Management | 1.99% | New | 60,765 | $6.1M |
| Advisory Research Inc. | 0.74% | Reduce -16.7% | 60,111 | $6.1M |
| HM Payson & Co. | 0.09% | Add +38.4% | 59,372 | $6.0M |
| Sensenig Capital Advisors, Inc | 6.09% | Add +32.8% | 59,009 | $5.9M |
| First Manhattan Co. Llc. | 0.02% | New | 58,705 | $5.9M |
| Ackerman Capital Advisors, LLC | 1.21% | Add +0.1% | 58,643 | $5.9M |
| Baring Financial LLC | 3.53% | Add +5.9% | 57,404 | $5.8M |
| Sonoma Allocations LLC | 1.99% | Add +4.1% | 57,494 | $5.8M |
| Signal Advisors Wealth, LLC | 0.39% | Add +58.0% | 57,154 | $5.8M |
| Wealthedge Investment Advisors, LLC | 2.10% | Reduce -34.4% | 56,716 | $5.7M |
| Financial Strategies Group, Inc. | 0.95% | Add +30.5% | 56,624 | $5.7M |
| Integrity Alliance, Llc. | 0.21% | Reduce -38.3% | 55,840 | $5.6M |
| Klein Pavlis & Peasley Financial, Inc. | 3.08% | Reduce -11.9% | 55,301 | $5.6M |
| Sound Financial Strategies Group, LLC | 3.78% | Add +1.0% | 55,017 | $5.5M |
| Fortis Group Advisors, LLC | 0.91% | Add +17.1% | 54,692 | $5.5M |
| Curi Capital, LLC | 0.10% | Reduce -4.7% | 54,360 | $5.5M |
| Discipline Wealth Solutions, LLC | 0.58% | Add +103.2% | 54,348 | $5.5M |
| Alesco Advisors, LLC, An ESL Co | 0.14% | Reduce -16.2% | 54,060 | $5.4M |
| Buck Wealth Strategies, LLC | 0.67% | Add +20.0% | 53,782 | $5.4M |
| StoneX Group Inc. | 0.29% | Add +1.9% | 52,869 | $5.3M |
| SVB Wealth LLC | 0.35% | Reduce -3.5% | 52,659 | $5.3M |
| Smith Partners Wealth Management, LLC | 4.66% | Reduce -13.7% | 51,641 | $5.2M |
| Prospera Financial Services Inc | 0.08% | Add +0.8% | 50,751 | $5.1M |
| Cibc World Market Inc. | 0.01% | Add +19.2% | 50,221 | $5.1M |
| Pilgrim Partners Asia Pte Ltd | 2.12% | Add +25.0% | 50,000 | $5.0M |
| Mirabella Financial Services LLP | 0.51% | New | 49,800 | $5.0M |
| Prelude Capital Management, LLC | 0.38% | New | 49,800 | $5.0M |
| Aptus Capital Advisors, LLC | 0.04% | Add +115.0% | 49,283 | $5.0M |
| West Michigan Advisors, LLC | 1.09% | Add +2.8% | 49,179 | $5.0M |
| XY Planning Network, Inc. | 0.79% | Add +68.6% | 49,250 | $4.9M |
| Boyum Wealth Architects LLC | 2.06% | New | 49,194 | $4.9M |
| CWA Asset Management Group, LLC | 0.17% | Reduce -22.9% | 48,917 | $4.9M |
| Marion Wealth Management | 1.09% | Add +7.5% | 48,635 | $4.9M |
| Jane Street Group, LLC | 0.01% | New | 48,521 | $4.9M |
| Plancorp, LLC | 0.14% | Add +130.3% | 48,598 | $4.9M |
| Clayton Partners LLC | 3.53% | Add +0.4% | 48,292 | $4.9M |
| Alterna Wealth Management, Inc. | 3.63% | Add +25.7% | 47,570 | $4.8M |
| Vienna Asset Management LLC | 3.77% | Reduce -33.2% | 47,473 | $4.8M |
| Plan Group Financial, LLC | 1.12% | New | 47,331 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +48.2% | 46,771 | $4.7M |
| NBZ Investment Advisors LLC | 2.05% | Add +453.7% | 46,636 | $4.7M |
| Cove Private Wealth, LLC | 1.07% | Add +4.5% | 46,600 | $4.7M |
| Cowa, LLC | 1.36% | Reduce -7.6% | 46,293 | $4.7M |
| Slow Capital, Inc. | 0.60% | Reduce -45.5% | 46,255 | $4.7M |
| Stableford Capital II LLC | 1.73% | Add +40.9% | 46,188 | $4.6M |
| Evermay Wealth Management LLC | 0.51% | Reduce -8.1% | 46,131 | $4.6M |
| Avidian Wealth Enterprises, LLC | 0.15% | Add +29.3% | 45,777 | $4.6M |
| Cary Street Partners Financial LLC | 0.11% | Reduce -3.6% | 45,238 | $4.6M |
| Armstrong Advisory Group, Inc. | 0.30% | Reduce -16.4% | 45,086 | $4.5M |
| Strategic Blueprint, LLC | 0.26% | Add +12.7% | 44,930 | $4.5M |
| Planned Solutions, Inc. | 1.48% | Add +53.2% | 44,538 | $4.5M |
| Enhancing Capital LLC | 3.32% | No change | 44,476 | $4.5M |
| Winthrop Capital Management, LLC | 1.14% | Reduce -14.5% | 44,085 | $4.4M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.01% | Add +5.6% | 43,953 | $4.4M |
| Caldwell Sutter Capital, Inc. | 1.80% | Add +54.7% | 43,934 | $4.4M |
| Headinvest, LLC | 0.91% | Add +0.3% | 43,883 | $4.4M |
| Chatterton & Associates Inc. | 3.10% | Add +11.9% | 43,966 | $4.4M |
| PCG Asset Management, LLC | 3.53% | Add +2.7% | 43,865 | $4.4M |
| World Investment Advisors | 0.07% | Add +67.7% | 43,817 | $4.4M |
| Spire Wealth Management | 0.15% | Add +1.1% | 43,753 | $4.4M |
| CPR Investments Inc. | 2.87% | Add +288.4% | 42,718 | $4.3M |
| Sage Rhino Capital LLC | 0.80% | Reduce -20.2% | 42,523 | $4.3M |
| Core Wealth Partners LLC | 1.98% | Reduce -11.4% | 42,350 | $4.3M |
| Belpointe Asset Management LLC | 0.16% | Reduce -5.8% | 42,214 | $4.2M |
| Beacon Financial Group | 0.42% | Add +27.7% | 42,094 | $4.2M |
| Eddie Patel Inc | 3.24% | Add +46.7% | 41,876 | $4.2M |
| Blume Capital Management, Inc. | 0.72% | Reduce -21.1% | 41,748 | $4.2M |
| Heck Capital Advisors, LLC | 0.31% | Reduce -27.6% | 41,601 | $4.2M |
| Hubbell Strickland Wealth Management, LLC | 1.65% | Reduce -2.4% | 41,225 | $4.1M |
| Americana Partners, LLC | 0.11% | Reduce -11.4% | 40,831 | $4.1M |
| Strategic Financial Concepts, LLC | 1.01% | Add +626.1% | 40,812 | $4.1M |
| Gallagher Fiduciary Advisors, LLC | 0.16% | Add +3.4% | 40,737 | $4.1M |
| Cornerstone Enterprises, LLC | 2.04% | Reduce -7.7% | 40,683 | $4.1M |
| Kastel Capital Advisors, LLC | 2.48% | No change | 40,313 | $4.0M |
| Sheridan Capital Management, LLC | 2.12% | Add +4.2% | 39,936 | $4.0M |
| 1900 Wealth Management LLC | 0.26% | Add +7.2% | 39,863 | $4.0M |
| Sulzberger Capital Advisors, Inc. | 4.04% | Reduce -5.9% | 39,346 | $4.0M |
| Barclays PLC | 0.00% | New | 39,300 | $4.0M |
| McClarren Financial Advisors, Inc. | 2.34% | Add +236.7% | 39,217 | $3.9M |
| Ascentis Wealth Management, LLC | 0.83% | Add +10.0% | 39,132 | $3.9M |
| Onyx Bridge Wealth Group LLC | 0.42% | Add +87.2% | 38,805 | $3.9M |
| Private Management Group Inc. | 0.11% | Add +77.3% | 38,677 | $3.9M |
| Maseco LLP | 0.12% | Reduce -11.0% | 38,611 | $3.9M |
| Fort Point Capital Partners LLC | 0.50% | Reduce -6.7% | 38,099 | $3.8M |
| Merit Financial Group, LLC | 0.03% | Reduce -3.3% | 37,861 | $3.8M |
| Oakwell Private Wealth Management, LLC | 0.67% | Add +77.2% | 37,130 | $3.7M |
| True Link Financial Advisors, LLC | 0.23% | Add +13.3% | 36,888 | $3.7M |
| Tower Research Capital LLC (TRC) | 0.10% | New | 36,798 | $3.7M |
| Sage Mountain Advisors LLC | 0.26% | Add +7.4% | 36,755 | $3.7M |
| Golden State Wealth Management, LLC | 0.40% | Reduce -22.4% | 36,652 | $3.7M |
| Brooklyn Investment Group | 0.12% | Reduce -1.8% | 36,566 | $3.7M |
| Trailhead Planners LLC | 3.53% | Reduce -10.1% | 36,544 | $3.7M |
| Claro Advisors Inc. | 0.44% | Add +24.7% | 36,491 | $3.7M |
| Lanark Financial, Inc. | 0.27% | Reduce -24.4% | 36,083 | $3.6M |
| Hollow Brook Wealth Management LLC | 0.92% | Reduce -2.2% | 35,694 | $3.6M |
| Shufro Rose & Co. LLC | 0.24% | New | 35,629 | $3.6M |
| Next Level Wealth Planning, LLC | 1.83% | New | 35,402 | $3.6M |
| Epacria Capital Partners, LLC | 2.76% | Reduce -0.4% | 35,350 | $3.6M |
| Sjbenen Advisory, LLC | 2.98% | Reduce -18.2% | 35,306 | $3.6M |
| New Harbor Financial Group, LLC | 0.64% | Add +22.3% | 35,095 | $3.5M |
| Private Client Services, LLC | 1.05% | Add +351.8% | 35,021 | $3.5M |
| Riverwater Partners LLC | 1.17% | Add +39.8% | 34,763 | $3.5M |
| Daybright Advisory Services, Inc. | 0.97% | Reduce -1.6% | 34,737 | $3.5M |
| Spectrum Strategic Capital Management, LLC | 1.88% | Reduce -3.1% | 34,735 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 34,395 | $3.5M |
| Goelzer Investment Management, Inc. | 0.17% | Add +127.6% | 34,244 | $3.4M |
| Values First Advisors, Inc. | 1.79% | Add +2.2% | 34,079 | $3.4M |
| Drake & Associates, LLC | 0.65% | Add +1.3% | 33,929 | $3.4M |
| Midwest Financial Partners Investments, Inc. | 1.79% | Add +82.1% | 33,526 | $3.4M |
| Zacks Investment Management | 0.03% | Reduce -15.3% | 33,297 | $3.4M |
| Successful Portfolios LLC | 1.84% | Add +8.6% | 33,113 | $3.3M |
| Archer Investment Corp | 0.71% | Reduce -4.8% | 33,099 | $3.3M |
| Norris Financial Group, LLC | 1.09% | Add +15.8% | 33,046 | $3.3M |
| Clarus Group, Inc. | 1.17% | New | 32,552 | $3.3M |
| Rochester Wealth Strategies, LLC | 1.98% | Add +13.4% | 32,450 | $3.3M |
| J. Safra Sarasin Holding AG | 0.06% | Add +1225.0% | 32,184 | $3.2M |
| Panoramic Capital Partners, LLC | 1.96% | Reduce -11.0% | 31,580 | $3.2M |
| Parkside Financial Bank & Trust | 0.24% | Add +63.2% | 31,449 | $3.2M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -19.9% | 31,032 | $3.1M |
| Bayshore Asset Management, LLC | 1.24% | Add +16.8% | 30,960 | $3.1M |
| Assetmark, Inc. | 0.01% | Reduce -44.3% | 30,757 | $3.1M |
| Everstar Asset Management, LLC | 1.65% | Reduce -8.3% | 30,703 | $3.1M |
| GreatBanc Trust CO | 2.15% | New | 30,533 | $3.1M |
| Concord Wealth Partners | 0.40% | Add +22.6% | 30,235 | $3.0M |
| Modern Wealth Management, LLC | 0.05% | Add +262.2% | 30,095 | $3.0M |
| One Wealth Management Investment & Advisory Services, LLC | 3.64% | Add +5.9% | 29,986 | $3.0M |
| Holos Integrated Wealth LLC | 1.53% | New | 30,025 | $3.0M |
| Intrua Financial, LLC | 0.32% | Add +15.9% | 29,878 | $3.0M |
| WESPAC Advisors SoCal, LLC | 0.64% | Reduce -7.0% | 29,805 | $3.0M |
| Cura Wealth Advisors, LLC | 1.33% | Add +1.7% | 29,509 | $3.0M |
| Phil A. Younker & Associates, Ltd. | 1.97% | Reduce -43.3% | 29,394 | $3.0M |
| Regatta Capital Group, LLC | 0.45% | Add +967.9% | 29,389 | $3.0M |
| SwitchPoint Financial Planning, LLC | 2.00% | Reduce -17.8% | 29,328 | $3.0M |
| Wesbanco Bank Inc. | 0.08% | Reduce -0.6% | 29,300 | $2.9M |
| Inspire Advisors, LLC | 0.24% | Reduce -2.9% | 29,164 | $2.9M |
| Kintra Wealth, LLC | 0.21% | New | 29,031 | $2.9M |
| Fiscal Wisdom Wealth Management, LLC | 2.80% | Add +195.0% | 28,929 | $2.9M |
| Parallel Advisors, LLC | 0.05% | Add +60.7% | 28,839 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +212.7% | 28,775 | $2.9M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +75.1% | 28,706 | $2.9M |
| Addison Capital Co | 0.51% | New | 28,585 | $2.9M |
| Ackerman Asset Management, LLC | 2.00% | Reduce -2.4% | 28,527 | $2.9M |
| Caitlin John, LLC | 1.71% | Add +253.0% | 28,239 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.24% | Add +9.0% | 28,214 | $2.8M |
| Navalign, LLC | 0.72% | Add +277.9% | 28,210 | $2.8M |
| Scott & Selber, Inc. | 0.73% | Reduce -5.9% | 28,173 | $2.8M |
| Safe Harbor Fiduciary, LLC | 2.70% | Reduce -35.8% | 28,166 | $2.8M |
| Arete Wealth Advisors, LLC | 0.21% | Add +17.1% | 28,066 | $2.8M |
| McAdam, LLC | 0.13% | Reduce -4.4% | 27,948 | $2.8M |
| Meridian Wealth Management, LLC | 0.10% | Add +13.4% | 27,745 | $2.8M |
| Ethos Financial Group, LLC | 0.20% | Reduce -2.2% | 27,675 | $2.8M |
| Worth Asset Management, LLC | 1.03% | Add +124.9% | 27,531 | $2.8M |
| Professional Financial Management, Inc. | 2.85% | Reduce -3.7% | 27,180 | $2.7M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -4.1% | 27,177 | $2.7M |
| Nilsine Partners, LLC | 0.21% | Reduce -14.4% | 27,152 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -16.4% | 26,926 | $2.7M |
| Smith, Moore & Co. | 0.20% | Add +8.9% | 26,814 | $2.7M |
| Zhang Financial LLC | 0.09% | Reduce -56.0% | 26,808 | $2.7M |
| Tactive Advisors, LLC | 0.74% | Reduce -31.6% | 26,159 | $2.6M |
| Stonebrook Private Inc. | 0.56% | Add +573.5% | 26,093 | $2.6M |
| Choate Investment Advisors | 0.05% | Reduce -9.6% | 26,069 | $2.6M |
| Essential Partners LLC | 0.88% | Add +100.4% | 25,936 | $2.6M |
| Rossby Financial, LCC | 0.54% | Add +82535.5% | 25,617 | $2.6M |
| Oak Harvest Investment Services | 0.27% | Reduce -0.7% | 25,357 | $2.6M |
| Pine Valley Investments Ltd Liability Co | 0.12% | New | 25,177 | $2.5M |
| Wisconsin Capital Management LLC | 1.39% | Reduce -22.8% | 25,148 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +290.5% | 25,022 | $2.5M |
| Glen Eagle Advisors, LLC | 0.35% | Add +0.0% | 25,002 | $2.5M |
| Factor Wealth Management LTD | 0.47% | Reduce -35.5% | 24,751 | $2.5M |
| Horizon Family Wealth, Inc. | 1.31% | Add +19.6% | 24,648 | $2.5M |
| Realta Investment Advisors | 0.86% | Add +2.3% | 24,497 | $2.5M |
| HighPoint Advisor Group LLC | 0.10% | Add +15.0% | 24,407 | $2.5M |
| Ancora Advisors LLC | 0.05% | Add +11001.8% | 24,091 | $2.4M |
| Financial Planning Hawaii, Inc. | 1.43% | Add +27.6% | 24,087 | $2.4M |
| Daviman Financial, LLC | 1.42% | Reduce -11.7% | 23,927 | $2.4M |
| Topor & Co. Korea | 2.03% | New | 23,846 | $2.4M |
| Prudent Investors Network, Inc. | 0.52% | Reduce -77.4% | 23,832 | $2.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Add +65.9% | 23,807 | $2.4M |
| Kovack Advisors, Inc. | 0.13% | Add +1.5% | 23,782 | $2.4M |
| Beacon Capital Management, LLC | 0.42% | Reduce -12.4% | 23,739 | $2.4M |
| Luminvest Wealth Management LLC | 0.62% | Add +97.3% | 23,668 | $2.4M |
| Deane Retirement Strategies, Inc. | 0.96% | New | 23,647 | $2.4M |
| Hunter Associates Investment Management LLC | 0.31% | Reduce -45.1% | 23,354 | $2.4M |
| Altura Wealth Advisors Inc. | 1.03% | Reduce -35.7% | 23,447 | $2.4M |
| Alpha Financial Partners LLC | 1.39% | Add +2.1% | 23,371 | $2.4M |
| Steinberganna Wealth Management | 1.12% | New | 23,239 | $2.3M |
| Finley Financial, LLC | 1.09% | Add +34.7% | 23,119 | $2.3M |
| Members Wealth LLC | 1.39% | Reduce -33.5% | 23,065 | $2.3M |
| WealthCollab, LLC | 0.95% | Add +16.4% | 22,813 | $2.3M |
| Asset One Wealth Management LLC | 0.25% | Reduce -32.0% | 22,786 | $2.3M |
| Norris Perne & French LLP | 0.11% | Reduce -0.0% | 22,658 | $2.3M |
| GatePass Capital, LLC | 1.13% | Add +138.4% | 22,650 | $2.3M |
| Perennial Investment Advisors, LLC | 0.18% | Add +12.1% | 22,097 | $2.2M |
| Matters Capital LLC | 1.96% | Add +0.2% | 21,995 | $2.2M |
| AssuredPartners Investment Advisors, LLC | 0.24% | Reduce -0.4% | 22,024 | $2.2M |
| MMBG Investment Advisors Co. | 0.20% | Add +962.7% | 21,945 | $2.2M |
| Harbor Asset Planning, Inc. | 1.85% | Add +0.3% | 21,843 | $2.2M |
| Commonwealth Financial Services, LLC | 0.35% | Add +102.0% | 21,780 | $2.2M |
| Jim Saulnier & Associates, LLC | 1.06% | Reduce -0.5% | 21,597 | $2.2M |
| Opus Capital Group, LLC | 0.23% | Reduce -93.0% | 21,398 | $2.2M |
| Stone Loft Wealth Management LLC | 1.54% | Reduce -71.5% | 21,343 | $2.1M |
| Blue Trust, Inc. | 0.02% | Add +4.4% | 21,154 | $2.1M |
| Adaptive Financial Consulting, LLC | 0.82% | Reduce -3.6% | 21,150 | $2.1M |
| Berger Financial Group, Inc | 0.12% | Reduce -7.6% | 21,141 | $2.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.31% | Add +28.2% | 20,927 | $2.1M |
| Turn8 Private Wealth Inc. | 1.31% | Add +32.2% | 20,860 | $2.1M |
| Shepherd Kaplan Krochuk, LLC | 1.75% | Reduce -5.5% | 20,682 | $2.1M |
| Principal Securities, Inc. | 0.03% | Reduce -3.2% | 20,510 | $2.1M |
| Wealth Architects, LLC | 0.18% | Reduce -6.7% | 20,495 | $2.1M |
| Wall Capital Group, Inc. | 2.20% | Add +79.0% | 20,441 | $2.1M |
| CoreCap Advisors, LLC | 0.07% | Add +36.3% | 20,182 | $2.0M |
| Invst, LLC | 0.23% | Reduce -13.3% | 20,031 | $2.0M |
| Peapod Lane Capital LLC | 1.65% | Add +21.6% | 20,001 | $2.0M |
| Kane Investment Management, Inc. | 1.03% | Reduce -17.9% | 20,389 | $2.0M |
| Citizens Financial Group Inc. | 0.03% | New | 19,953 | $2.0M |
| Murchinson Ltd. | 0.81% | New | 19,881 | $2.0M |
| Breakthru Advisory Services, LLC | 3.18% | No change | 19,710 | $2.0M |
| Crane Advisory, LLC | 0.30% | Reduce -12.7% | 19,654 | $2.0M |
| Capital Advantage, Inc. | 0.26% | New | 19,408 | $2.0M |
| Burling Wealth Partners, LLC | 0.31% | Add +335.3% | 19,332 | $1.9M |
| Convergence Financial, LLC | 0.20% | New | 19,139 | $1.9M |
| Nwam LLC | 0.11% | Add +92.3% | 19,110 | $1.9M |
| Merited Wealth, LLC | 1.58% | Add +1.6% | 18,872 | $1.9M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -2.1% | 18,849 | $1.9M |
| Regions Financial Corp. | 0.01% | Reduce -23.8% | 18,843 | $1.9M |
| Roundview Capital LLC | 0.12% | No change | 18,769 | $1.9M |
| Diversified Enterprises, LLC | 0.10% | New | 18,754 | $1.9M |
| Silver Oak Securities, Incorporated | 0.14% | Add +103.0% | 18,542 | $1.9M |
| ZWJ Investment Counsel Inc. | 0.07% | Add +26.5% | 18,378 | $1.8M |
| 4WEALTH Advisors, Inc. | 1.57% | Add +0.6% | 18,280 | $1.8M |
| Traub Capital Management LLC | 1.82% | Reduce -20.2% | 18,225 | $1.8M |
| Altus Wealth Group LLC | 0.75% | Add +32.1% | 18,165 | $1.8M |
| Ervin Investment Management, LLC | 1.07% | No change | 18,113 | $1.8M |
| UMB Bank, n.a. | 0.03% | Reduce -1.5% | 18,035 | $1.8M |
| Procyon Advisors, LLC | 0.09% | Add +0.8% | 17,977 | $1.8M |
| Simplicity Wealth,LLC | 0.10% | Add +38.6% | 17,903 | $1.8M |
| Pacific Point Advisors, LLC | 0.95% | Reduce -13.6% | 17,857 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Add +402.1% | 17,843 | $1.8M |
| United Advisor Group, LLC | 0.22% | Reduce -12.2% | 17,783 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | Add +36.8% | 17,550 | $1.8M |
| Steele Capital Management, Inc. | 0.07% | New | 17,546 | $1.8M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -3.6% | 17,530 | $1.8M |
| Aspen Investment Management Inc | 0.54% | New | 17,405 | $1.8M |
| Alta Wealth Advisors LLC | 0.57% | Reduce -9.5% | 17,336 | $1.7M |
| Aureum Wealth Management, LLC | 1.21% | Add +124.7% | 17,288 | $1.7M |
| Citizens National Bank Trust Department | 0.29% | Reduce -14.8% | 17,250 | $1.7M |
| St Germain D J Co. Inc. | 0.07% | Reduce -8.6% | 17,235 | $1.7M |
| Resurgent Financial Advisors LLC | 0.63% | Add +538.6% | 17,147 | $1.7M |
| Independent Advisor Alliance | 0.02% | New | 17,055 | $1.7M |
| LFA - Lugano Financial Advisors SA | 0.87% | Reduce -51.2% | 17,123 | $1.7M |
| Axis Wealth Partners, LLC | 0.91% | Add +58.8% | 16,966 | $1.7M |
| Vista Investment Management | 0.57% | Add +1.7% | 16,940 | $1.7M |
| Warberg Asset Management LLC | 3.51% | New | 16,928 | $1.7M |
| Private Trust Co. NA | 0.15% | Reduce -8.6% | 16,864 | $1.7M |
| Sunbelt Securities, Inc. | 0.11% | Add +140.1% | 16,847 | $1.7M |
| Walker Asset Management, LLC | 0.91% | Add +7.1% | 16,667 | $1.7M |
| Advisory Alpha, LLC | 0.05% | Reduce -16.9% | 16,656 | $1.7M |
| Quartz Partners, LLC | 0.64% | Add +124.1% | 16,487 | $1.7M |
| BCGM Wealth Management, LLC | 0.42% | New | 16,460 | $1.7M |
| Wick Capital Partners, LLC | 0.30% | Add +214.5% | 25,454 | $1.7M |
| Provident Investment Management, Inc. | 0.16% | Add +81.0% | 16,438 | $1.7M |
| Victory Financial Group, LLC | 0.20% | Reduce -4.5% | 16,348 | $1.6M |
| Blue Capital, Inc. | 1.07% | Add +33.7% | 16,315 | $1.6M |
| Bravias Capital Group, LLC | 1.07% | Reduce -0.3% | 16,220 | $1.6M |
| Fiduciary Trust Co | 0.02% | Reduce -6.1% | 16,113 | $1.6M |
| Safeguard Investment Advisory Group, LLC | 0.45% | Add +453.9% | 16,059 | $1.6M |
| Bond & Devick Financial Network, Inc. | 0.45% | Add +680.6% | 16,057 | $1.6M |
| Foster & Motley Inc. | 0.08% | Add +16.5% | 16,050 | $1.6M |
| HHM Wealth Advisors, LLC | 0.19% | Reduce -23.2% | 16,035 | $1.6M |
| Beto Financial Group, LLC | 0.94% | New | 16,041 | $1.6M |
| Strive Financial Group ,LLC | 0.85% | New | 15,898 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.22% | Add +2.7% | 15,883 | $1.6M |
| Stillwater Private Wealth, LLC | 1.34% | — | 15,697 | $1.6M |
| Investment Advisory Services Group LLC | 1.37% | Add +1.3% | 15,589 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +60.2% | 15,564 | $1.6M |
| Premier Path Wealth Partners, LLC | 0.20% | No change | 15,557 | $1.6M |
| Sfmg, LLC | 0.11% | Add +3.4% | 15,374 | $1.5M |
| Phillips Wealth Planners LLC | 1.16% | New | 15,296 | $1.5M |
| BFI Wealth Solutions, LLC | 1.47% | Reduce -39.3% | 15,303 | $1.5M |
| Evolution Wealth Management Inc. | 1.11% | Add +1.0% | 15,136 | $1.5M |
| Triumph Capital Management | 0.31% | Add +1.2% | 15,131 | $1.5M |
| Diversified Portfolios, Inc. | 0.13% | Reduce -12.4% | 15,112 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +63.9% | 15,012 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 15,000 | $1.5M |
| Ursa Fund Management, LLC | 4.81% | New | 15,000 | $1.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.23% | Add +159.1% | 14,978 | $1.5M |
| Guidance Capital, Inc. | 0.34% | Reduce -0.2% | 14,967 | $1.5M |
| Commerce Bank | 0.01% | Reduce -7.8% | 14,925 | $1.5M |
| Pacific Park Financial, Inc. | 0.98% | Add +49.9% | 14,905 | $1.5M |
| Avior Wealth Management, LLC | 0.04% | Reduce -23.6% | 14,903 | $1.5M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.9% | 14,819 | $1.5M |
| Fisher Asset Management | 0.00% | Add +326.5% | 14,727 | $1.5M |
| Platform Technology Partners | 0.28% | New | 14,465 | $1.5M |
| Lantz Financial LLC | 0.30% | Add +17.4% | 14,386 | $1.4M |
| Florida Financial Advisors, LLC | 0.35% | New | 14,358 | $1.4M |
| Midway Capital Research & Management | 1.36% | Reduce -27.3% | 14,339 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +4.7% | 14,320 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -53.8% | 14,319 | $1.4M |
| Northstar Group, Inc. | 0.21% | Add +15.8% | 14,255 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +40.9% | 14,129 | $1.4M |
| Andrews Advisory Associates, LLC | 0.75% | Add +103.8% | 14,107 | $1.4M |
| One Degree Advisors Inc | 0.37% | Add +22.6% | 14,086 | $1.4M |
| MSH Capital Advisors LLC | 0.30% | Add +30.7% | 14,004 | $1.4M |
| Costello Asset Management, INC | 0.49% | Reduce -18.8% | 13,989 | $1.4M |
| Surience Private Wealth LLC | 1.51% | New | 13,948 | $1.4M |
| Bright Financial Advisors, Inc. | 0.64% | Add +0.6% | 13,828 | $1.4M |
| Intelligent Financial Strategies | 0.72% | Add +116.4% | 13,793 | $1.4M |
| Independent Wealth Network Inc. | 0.41% | Add +10.1% | 13,782 | $1.4M |
| Alpha Zero LLC | 0.70% | Add +166.3% | 13,672 | $1.4M |
| Tounjian Advisory Partners, LLC | 0.50% | Add +80.7% | 13,662 | $1.4M |
| Crews Bank & Trust | 0.20% | Reduce -1.8% | 13,635 | $1.4M |
| Clear Wave Wealth Management LLC | 0.35% | — | 13,490 | $1.4M |
| Sierra Legacy Group | 1.03% | Add +208.4% | 13,466 | $1.4M |
| Retirement Capital Strategies | 0.51% | Reduce -4.3% | 13,391 | $1.3M |
| Whalen Wealth Management Inc. | 0.72% | Add +556.2% | 13,386 | $1.3M |
| Nottingham Advisors, Inc. | 0.17% | Reduce -81.5% | 13,191 | $1.3M |
| Fullerton Advisors, LLC | 1.37% | Reduce -9.7% | 13,118 | $1.3M |
| Guardian Financial Partners, LLC | 0.56% | Add +46.6% | 13,098 | $1.3M |
| FSM Wealth Advisors, LLC | 0.17% | New | 13,065 | $1.3M |
| Access Financial Services, Inc. | 0.47% | Reduce -31.8% | 13,062 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +1.4% | 13,060 | $1.3M |
| Geneva Partners, LLC | 0.63% | Add +7.5% | 12,985 | $1.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.40% | Reduce -5.1% | 12,981 | $1.3M |
| Consolidated Capital Management, LLC | 0.42% | Reduce -95.8% | 12,941 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Reduce -4.0% | 12,902 | $1.3M |
| Emerald Advisors, LLC | 0.16% | Reduce -9.0% | 12,860 | $1.3M |
| Barnes Pettey Financial Advisors, LLC | 0.56% | New | 12,734 | $1.3M |
| Argent Trust Co | 0.04% | Reduce -27.0% | 12,671 | $1.3M |
| Aire Advisors, LLC | 0.23% | No change | 12,614 | $1.3M |
| Waystone Advisors LLC | 1.13% | Add +130.9% | 12,575 | $1.3M |
| Compagnie Lombard Odier SCmA | 0.02% | Add +24.1% | 12,471 | $1.3M |
| Creative Financial Designs Inc. | 0.08% | Add +693.2% | 12,350 | $1.2M |
| CAP Partners, LLC | 0.70% | Reduce -8.5% | 12,334 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +104.9% | 12,317 | $1.2M |
| Global Assets Advisory, LLC | 0.35% | Add +130.8% | 12,150 | $1.2M |
| Foundry Financial LLC | 0.52% | Reduce -8.6% | 12,136 | $1.2M |
| Elevate Capital Advisors, LLC | 0.79% | Reduce -30.8% | 12,069 | $1.2M |
| Falcon Wealth Planning | 0.08% | Add +498.8% | 11,963 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.13% | Add +13.0% | 11,948 | $1.2M |
| Widmann Financial Services, Inc. | 0.71% | Add +163.8% | 11,873 | $1.2M |
| Collier Financial | 0.91% | Reduce -7.6% | 11,854 | $1.2M |
| New Wave Wealth Advisors LLC | 0.41% | Add +2.6% | 11,681 | $1.2M |
| LWM Advisory Services, LLC | 1.25% | Add +124.5% | 11,595 | $1.2M |
| Wealthquest Corp | 0.08% | Reduce -1.6% | 11,534 | $1.2M |
| Ycg, LLC | 0.10% | Reduce -29.8% | 11,467 | $1.2M |
| Leo Wealth, LLC | 0.08% | Add +7.4% | 11,394 | $1.1M |
| Purpose Unlimited Inc. | 0.05% | Reduce -64.2% | 11,383 | $1.1M |
| Secure Asset Management, LLC | 0.18% | Reduce -0.8% | 11,342 | $1.1M |
| Ewa, LLC | 0.26% | New | 11,268 | $1.1M |
| Polen Capital Management LLC | 0.01% | Add +126.6% | 11,267 | $1.1M |
| True Freedom Investing, LLC | 0.09% | New | 11,244 | $1.1M |
| Avestar Capital, LLC | 0.08% | Add +7.7% | 11,226 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | New | 11,177 | $1.1M |
| Objective Capital Management, LLC | 1.13% | Add +4.9% | 11,146 | $1.1M |
| Range Advisory, LLC | 0.21% | Add +52.9% | 11,124 | $1.1M |
| Ramiah Investment Group | 0.98% | Reduce -13.3% | 11,089 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -1.8% | 11,075 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 11,068 | $1.1M |
| Choreo, LLC | 0.01% | Reduce -7.9% | 11,015 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +36.2% | 10,940 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.49% | Add +3.0% | 10,857 | $1.1M |
| Old Mission Investment Co LLC | 0.25% | Add +2.1% | 10,830 | $1.1M |
| Centennial Wealth Advisory LLC | 0.26% | Add +82.6% | 10,773 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -58.5% | 10,728 | $1.1M |
| Manchester Financial Inc. | 0.21% | Add +71.7% | 10,722 | $1.1M |
| Frederick Financial Consultants, LLC | 0.53% | Add +76.2% | 10,644 | $1.1M |
| Stirlingshire Investments, Inc. | 0.94% | Reduce -27.2% | 10,634 | $1.1M |
| Hobbs Group Advisors, LLC | 0.32% | Add +8.4% | 10,627 | $1.1M |
| Berkshire Money Management, Inc. | 0.11% | No change | 10,542 | $1.1M |
| Quadrant Private Wealth Management, LLC | 0.16% | Add +172.7% | 10,506 | $1.1M |
| YHB Investment Advisors, Inc. | 0.08% | Add +4.9% | 10,490 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Add +29.5% | 10,473 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.14% | Reduce -63.1% | 10,441 | $1.1M |
| Entelevest, LLC | 1.08% | Reduce -52.9% | 10,408 | $1.0M |
| Attessa Capital LLC | 0.57% | New | 10,401 | $1.0M |
| Prostatis Group LLC | 0.27% | Add +19.3% | 10,397 | $1.0M |
| First Heartland Consultants, Inc. | 0.08% | Add +82.4% | 10,352 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +88.3% | 10,333 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.13% | Add +2.5% | 10,245 | $1.0M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -0.1% | 10,042 | $1.0M |
| Revisor Wealth Management LLC | 0.28% | Reduce -2.2% | 9,934 | $1000K |
| Semper Augustus Investments | 0.12% | Add +180.0% | 9,916 | $998K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +357.9% | 9,909 | $997K |
| Gradient Capital Advisors, LLC | 0.26% | Add +2.1% | 9,860 | $993K |
| Sapient Capital LLC | 0.01% | New | 9,850 | $992K |
| Mills Wealth Advisors LLC | 0.35% | Reduce -24.5% | 9,848 | $991K |
| LVW Advisors, LLC | 0.10% | Add +137.5% | 9,820 | $988K |
| Vectors Research Management, LLC | 0.29% | Reduce -54.6% | 9,820 | $988K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -54.6% | 9,820 | $988K |
| Harbour Investments, Inc. | 0.02% | Add +90.4% | 9,781 | $985K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | Add +11.4% | 9,780 | $984K |
| Serenus Wealth Advisors, LLC | 0.20% | Add +0.2% | 9,774 | $984K |
| Rothschild Investment LLC | 0.05% | Add +39.8% | 9,672 | $974K |
| Gallacher Capital Management LLC | 0.37% | Reduce -13.3% | 9,623 | $969K |
| Freestate Advisors LLC | 0.77% | Add +31.5% | 9,606 | $967K |
| Sprott Inc. | 0.03% | Add +95.9% | 9,486 | $955K |
| Waycross Investment Management Co | 0.91% | Reduce -2.3% | 9,448 | $951K |
| Rwa Wealth Partners, LLC | 0.01% | Add +91.9% | 9,424 | $949K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.4% | 9,418 | $948K |
| Sellwood Investment Partners LLC | 0.37% | Add +0.6% | 9,232 | $929K |
| Canal Capital Management, LLC | 0.13% | Add +354.0% | 9,225 | $929K |
| Moors & Cabot, Inc. | 0.04% | New | 9,201 | $926K |
| Petra Financial Advisors Inc. | 0.57% | Add +97.0% | 9,198 | $926K |
| Ssi Investment Management LLC | 0.08% | Reduce -0.3% | 9,197 | $926K |
| Talisman Wealth Advisors LLC | 0.74% | Reduce -37.7% | 9,163 | $922K |
| FMR LLC | 0.00% | Reduce -68.3% | 9,124 | $918K |
| Professional Financial Advisors, LLC | 0.19% | Reduce -87.5% | 9,085 | $915K |
| Salomon & Ludwin, LLC | 0.08% | Add +0.0% | 9,088 | $913K |
| L.K. Benson & Company, P.C. | 0.30% | Add +25.0% | 9,039 | $910K |
| Ashton Thomas Securities, LLC | 0.11% | New | 9,039 | $910K |
| Balboa Wealth Partners | 0.15% | Add +20.2% | 9,019 | $908K |
| Brickley Wealth Management | 0.16% | Add +33.0% | 8,992 | $905K |
| Sentinel Pension Advisors, LLC | 0.13% | Reduce -13.3% | 8,950 | $901K |
| Timmons Wealth Management, LLC | 0.85% | Add +425.8% | 8,938 | $900K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -27.0% | 8,936 | $900K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +161.7% | 8,912 | $897K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +0.5% | 8,882 | $894K |
| Briggs Wealth Management, Inc | 0.95% | Reduce -40.6% | 8,874 | $893K |
| Ameriflex Group, Inc. | 0.45% | Add +87.0% | 8,858 | $892K |
| Astoria Portfolio Advisors LLC. | 0.19% | Reduce -49.3% | 8,664 | $872K |
| GHP Investment Advisors, Inc. | 0.04% | Add +5.8% | 8,629 | $869K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -10.6% | 8,569 | $863K |
| Capital Planning LLC | 0.28% | Reduce -62.1% | 8,466 | $852K |
| LifeGoal Investments, LLC | 0.49% | Reduce -11.9% | 8,477 | $851K |
| Financial Guidance Group, Inc. | 0.34% | Add +0.1% | 8,439 | $849K |
| Concentrum Wealth Management | 0.25% | Add +184.3% | 8,388 | $844K |
| WCM Investment Management, LLC | 0.00% | No change | 8,377 | $843K |
| OakTrust Wealth Advisors, LLC | 0.77% | Add +29.7% | 8,375 | $843K |
| Moisand Fitzgerald Tamayo, LLC | 0.09% | No change | 8,332 | $839K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -9.0% | 8,294 | $835K |
| Accurate Wealth Management, LLC | 0.10% | Add +47.0% | 8,276 | $832K |
| Pacifica Partners Inc. | 0.27% | Add +7.0% | 8,200 | $825K |
| Lionshead Wealth Management, LLC | 0.61% | Reduce -33.4% | 8,197 | $825K |
| SoundView Advisors Inc. | 0.29% | New | 8,192 | $824K |
| DAVENPORT & Co LLC | 0.00% | Add +9.4% | 8,157 | $821K |
| LJI Wealth Management, LLC | 0.13% | Add +35.1% | 8,109 | $816K |
| Magnolia Private Wealth, LLC | 0.54% | Reduce -32.5% | 8,018 | $807K |
| DMC Group, LLC | 0.54% | Add +88.6% | 7,953 | $801K |
| RHS Financial, LLC | 0.38% | Reduce -26.6% | 7,872 | $792K |
| Sovran Advisors, LLC | 0.06% | Reduce -26.6% | 7,864 | $792K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -62.6% | 7,862 | $791K |
| Meredith Wealth Planning | 0.21% | Add +0.6% | 7,860 | $791K |
| Operose Advisors LLC | 0.18% | New | 7,800 | $785K |
| GWN Securities Inc. | 0.15% | Reduce -0.3% | 7,757 | $781K |
| NWF Advisory Services Inc. | 0.09% | Add +3.1% | 7,748 | $780K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -33.9% | 7,727 | $778K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +17.3% | 7,667 | $772K |
| West Wealth Group, LLC | 0.15% | Add +14.7% | 7,546 | $760K |
| RDA Financial Network | 0.19% | Add +41.6% | 7,528 | $758K |
| GeoWealth Management, LLC | 0.03% | Add +205.2% | 7,414 | $746K |
| Capital Advisors, Ltd. LLC | 0.08% | Reduce -4.3% | 7,413 | $746K |
| McCartney Wealth Management LLC | 0.62% | No change | 7,337 | $739K |
| Raine Capital LLC | 5.13% | Add +260.0% | 7,200 | $725K |
| Petros Family Wealth, LLC | 0.51% | New | 7,105 | $715K |
| Herold Advisors, Inc. | 0.15% | New | 6,999 | $705K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.62% | Add +18.2% | 6,928 | $697K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.9% | 6,899 | $694K |
| Csenge Advisory Group | 0.03% | Add +18.6% | 6,866 | $691K |
| Denali Advisors LLC | 0.08% | Reduce -17.9% | 6,849 | $689K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.2% | 6,839 | $688K |
| Krilogy Financial LLC | 0.02% | Reduce -4.3% | 6,768 | $680K |
| WorthPointe, LLC | 0.18% | New | 6,740 | $678K |
| Arnold Financial Planning LLC | 0.63% | Add +114.1% | 6,696 | $674K |
| Clarity Financial LLC | 0.07% | Add +28.3% | 6,687 | $673K |
| GoalVest Advisory LLC | 0.13% | Add +47335.7% | 6,641 | $668K |
| Legacy Capital Wealth Partners, LLC | 0.14% | New | 6,624 | $667K |
| Essex Financial Services, Inc. | 0.04% | Add +35.2% | 6,614 | $666K |
| Guggenheim Capital LLC | 0.01% | Reduce -46.1% | 6,580 | $662K |
| Bogart Wealth, LLC | 0.03% | Add +0.2% | 6,577 | $662K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -3.4% | 6,552 | $660K |
| Grantvest Financial Group LLC | 0.43% | Reduce -30.6% | 6,539 | $658K |
| Ironwood Investment Management LLC | 0.27% | Reduce -13.4% | 6,468 | $651K |
| Flputnam Investment Management Co. | 0.01% | Reduce -16.2% | 6,414 | $646K |
| Johnson Financial Group, LLC | 0.04% | Add +71.8% | 6,413 | $646K |
| V2 Financial group LLC | 0.30% | New | 6,339 | $638K |
| Elevate Wealth Advisory, Inc. | 0.40% | New | 6,338 | $638K |
| Seven Mile Advisory | 0.46% | Add +187.9% | 6,319 | $636K |
| Novem Group | 0.07% | New | 6,271 | $631K |
| Independent Wealth Advisors LLC | 0.62% | Add +0.3% | 6,260 | $630K |
| Fell Capital Management | 0.60% | No change | 6,250 | $629K |
| First Commonwealth Financial Corp | 0.10% | No change | 6,248 | $629K |
| Greenwood Gearhart LLC | 0.03% | Add +2.0% | 6,225 | $627K |
| DecisionPoint Financial, LLC | 0.13% | Reduce -61.7% | 6,196 | $624K |
| IFG Advisors, LLC | 0.10% | Reduce -7.0% | 6,183 | $622K |
| Elevated Capital Advisors, LLC | 0.15% | Reduce -33.5% | 6,119 | $616K |
| Optivise Advisory Services LLC | 0.37% | Reduce -0.1% | 6,114 | $615K |
| Advisortrust Partners, LLC | 0.26% | New | 6,114 | $615K |
| Bragg Financial Advisors, Inc | 0.02% | New | 6,092 | $613K |
| Sincerus Advisory, LLC | 0.46% | Reduce -35.5% | 6,073 | $611K |
| Mayport, LLC | 0.11% | Add +113.3% | 6,027 | $607K |
| Aegis Wealth Management LLC | 0.35% | Add +66.7% | 6,000 | $604K |
| Regency Capital Management Inc.\DE | 0.27% | Add +0.8% | 5,990 | $603K |
| W1M Asset Management Ltd | 0.01% | Reduce -13.7% | 5,967 | $601K |
| Dunhill Financial, LLC | 0.14% | Reduce -47.7% | 5,924 | $596K |
| Element Wealth, LLC | 0.25% | Add +0.0% | 5,909 | $595K |
| Maimon Wealth Management LTD. | 0.52% | Reduce -42.7% | 5,900 | $594K |
| Texas Yale Capital Corp. | 0.02% | No change | 5,875 | $591K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -1.4% | 5,810 | $585K |
| Miller Capital Partners, Inc. | 0.28% | Reduce -48.3% | 5,773 | $581K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -62.6% | 5,762 | $580K |
| Atlantic Private Wealth, LLC | 0.37% | Reduce -29.4% | 5,686 | $572K |
| Tsai Capital Corp | 0.43% | New | 5,680 | $572K |
| Spinnaker Investment Group, LLC | 0.12% | New | 5,624 | $566K |
| Regal Investment Advisors LLC | 0.03% | New | 5,612 | $565K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 5,605 | $564K |
| Cascades Capital Asset Management, LLC | 0.24% | Add +27.3% | 5,600 | $564K |
| MPWM Advisory Solutions, LLC | 0.30% | Reduce -17.5% | 5,586 | $562K |
| Trustmark Bank Trust Department | 0.04% | Add +3.3% | 5,565 | $560K |
| Sugar Maple Asset Management, LLC | 0.34% | Add +0.1% | 5,562 | $560K |
| Strategic Advisory Partners, LLC | 0.44% | New | 5,550 | $559K |
| Matauro, LLC | 0.08% | Reduce -14.8% | 5,539 | $558K |
| Core Wealth Advisors, Inc. | 0.13% | New | 5,530 | $557K |
| Probity Advisors, Inc. | 0.09% | New | 5,530 | $557K |
| Hanover Advisors Inc. | 0.23% | No change | 5,525 | $556K |
| SPG Advisors LLC | 8.46% | Reduce -39.8% | 5,517 | $555K |
| Crewe Advisors LLC | 0.05% | Add +515.6% | 5,497 | $553K |
| Goepper Burkhardt LLC | 0.18% | Add +2.9% | 5,479 | $552K |
| Brown Miller Wealth Management, LLC | 0.16% | Reduce -9.3% | 5,450 | $549K |
| Stevens Capital Partners | 0.13% | Reduce -21.4% | 5,434 | $547K |
| TAGStone Capital, Inc. | 0.19% | Reduce -65.4% | 5,425 | $546K |
| Advyzon Investment Management, LLC | 0.05% | Add +105.7% | 5,390 | $543K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +51.9% | 5,374 | $541K |
| Ogorek Anthony Joseph /NY/ | 0.15% | Reduce -5.7% | 5,341 | $537K |
| LPWM LLC | 0.13% | Reduce -24.1% | 5,296 | $533K |
| Alliancebernstein L.P. | 0.00% | Add +12.8% | 5,298 | $532K |
| Rock Point Advisors, LLC | 0.14% | Add +24.7% | 5,250 | $528K |
| Paragon Capital Management Inc. | 0.44% | Reduce -69.8% | 5,200 | $523K |
| Steelhead Wealth Management LLC | 0.26% | — | 5,176 | $521K |
| Scarborough Advisors, LLC | 0.06% | Add +0.5% | 5,175 | $521K |
| Shayne & Jacobs, LLC | 0.16% | No change | 5,100 | $513K |
| Activest Wealth Management | 0.09% | Reduce -41.5% | 5,100 | $513K |
| Wealth Enhancement Trust Services, Inc. | 0.06% | Reduce -53.9% | 5,050 | $508K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -17.8% | 5,030 | $506K |
| Boothe Investment Group, Inc. | 0.16% | No change | 5,000 | $503K |
| Eagle Rock Investment Company, LLC | 0.07% | No change | 4,992 | $502K |
| Landing Point Financial Group, LLC | 0.24% | Reduce -62.4% | 4,975 | $501K |
| Stone Wealth Partners | 0.45% | No change | 4,966 | $500K |
| Greenwood Capital Associates LLC | 0.06% | New | 4,966 | $500K |
| Coyle Financial Counsel LLC | 0.10% | Reduce -25.7% | 4,922 | $495K |
| DDD Partners, LLC | 0.03% | Add +6.7% | 4,916 | $495K |
| HB Wealth Management, LLC | 0.00% | New | 4,849 | $488K |
| Clarity Capital Advisors, LLC | 0.23% | Add +0.3% | 4,847 | $488K |
| Pring Turner Capital Group Inc. | 0.29% | New | 4,800 | $483K |
| Advisor OS, LLC | 0.03% | Reduce -8.5% | 4,763 | $479K |
| Eldridge Investment Advisors, Inc. | 0.10% | Add +0.9% | 4,734 | $477K |
| LiftPoint Family Wealth Advisors LLC | 0.39% | New | 4,725 | $476K |
| BankPlus Wealth Management LLC | 0.24% | Add +0.6% | 4,711 | $474K |
| RAM Investment Partners, LLC | 0.08% | New | 4,700 | $473K |
| Cascade Investment Group, Inc. | 0.31% | New | 4,689 | $472K |
| First American Bank | 0.03% | Reduce -33.4% | 4,654 | $468K |
| Raleigh Capital Management Inc. | 0.16% | Add +0.0% | 4,646 | $468K |
| One Capital Management, LLC | 0.01% | Reduce -9.6% | 4,632 | $466K |
| IFC & Insurance Marketing, Inc. | 0.49% | New | 4,622 | $465K |
| Downshift Financial, LLC | 0.24% | New | 4,618 | $465K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +17.1% | 4,595 | $463K |
| Evoke Wealth, LLC | 0.01% | New | 4,510 | $454K |
| Alaethes Wealth, LLC | 0.13% | Reduce -15.1% | 4,500 | $453K |
| Vines Capital Management, LLC | 0.45% | New | 4,491 | $452K |
| Fiduciary Financial Advisors | 0.40% | — | 4,473 | $450K |
| Institute for Wealth Management, LLC. | 0.05% | Add +0.9% | 4,448 | $448K |
| IFC Advisors LLC | 0.06% | Reduce -16.6% | 4,439 | $447K |
| Jefferson Bridge Capital, LLC | 0.44% | Add +17.8% | 4,431 | $446K |
| Portside Wealth Group, LLC | 0.06% | New | 4,404 | $443K |
| Cardinal Point Capital Management ULC | 0.03% | New | 4,323 | $435K |
| Kennon-Green & Company, LLC | 0.35% | Add +29.4% | 4,299 | $433K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -51.0% | 4,282 | $431K |
| OpenArc Corporate Advisory, LLC | 0.01% | New | 4,275 | $430K |
| Ritholtz Wealth Management | 0.01% | New | 4,221 | $425K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +55.2% | 4,204 | $423K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -66.3% | 4,201 | $423K |
| N.E.W. Advisory Services LLC | 0.03% | Add +24.3% | 4,147 | $417K |
| Quantify Chaos Advisors, LLC | 1.29% | Reduce -26.3% | 4,113 | $414K |
| Treasure Coast Financial Planning | 0.21% | No change | 4,110 | $414K |
| Arkfeld Wealth Strategies, L.L.C. | 0.13% | Add +0.9% | 4,094 | $412K |
| Wagner Wealth Management, Corp | 0.37% | Add +48.4% | 4,059 | $409K |
| ELCO Management Co., LLC | 0.20% | Reduce -22.1% | 4,050 | $408K |
| RFG - Bristol Wealth Advisors, LLC | 0.11% | Add +7.9% | 4,018 | $404K |
| Encompass Wealth Advisors, LLC | 0.14% | Add +61.1% | 3,977 | $400K |
| Wealth Preservation Advisors, LLC | 0.33% | Add +50.3% | 3,951 | $398K |
| Symphony Financial, Ltd. Co. | 0.05% | Reduce -40.3% | 3,944 | $397K |
| Meitav Investment House Ltd. | 0.00% | Reduce -7.2% | 3,932 | $396K |
| Triad Wealth Partners, LLC | 0.03% | Add +25.6% | 3,930 | $396K |
| Pacific Sun Financial Corp | 0.19% | New | 3,914 | $394K |
| Guild Investment Management, Inc. | 0.28% | No change | 3,900 | $393K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -10.0% | 3,891 | $392K |
| Northland Capital Management LLC | 0.21% | No change | 3,890 | $392K |
| Weaver Consulting Group | 0.09% | Reduce -0.3% | 3,880 | $391K |
| Mainstay Capital Management LLC | 0.03% | New | 3,847 | $387K |
| Asempa Wealth Advisors | 0.33% | No change | 3,785 | $380K |
| Madison Wealth Partners, Inc | 0.06% | Add +11.1% | 3,774 | $380K |
| Buckhead Capital Management LLC | 0.14% | New | 3,762 | $379K |
| WT Wealth Management | 0.11% | Add +0.3% | 3,745 | $377K |
| Harris Associates (Oakmark Funds) | 0.00% | Add +834.0% | 3,736 | $376K |
| Clark Asset Management, LLC | 0.04% | New | 3,714 | $374K |
| Accelerate Investment Advisors LLC | 0.25% | New | 3,694 | $372K |
| Ridgeline Wealth, LLC | 0.27% | Reduce -6.4% | 3,676 | $370K |
| Cypress Wealth Services, LLC | 0.05% | New | 3,663 | $369K |
| Destination Wealth Management | 0.01% | Reduce -10.7% | 3,657 | $368K |
| PKS Advisory Services, LLC | 0.09% | Add +33.3% | 3,655 | $368K |
| Strategy Asset Managers LLC | 0.06% | New | 3,645 | $367K |
| Note Advisors, LLC | 0.18% | No change | 3,632 | $366K |
| Huntleigh Advisors, Inc. | 0.06% | Reduce -78.0% | 3,589 | $361K |
| DecisionMap Wealth Management, LLC | 0.23% | No change | 3,574 | $360K |
| Hunter Perkins Capital Management, LLC | 0.08% | New | 3,501 | $352K |
| Indivisible Partners | 0.03% | Add +11.7% | 3,484 | $351K |
| J. L. Bainbridge & Co., Inc. | 0.03% | New | 3,473 | $350K |
| IRON Financial LLC | 0.15% | New | 3,455 | $348K |
| Retirement Investment Advisors, Inc. | 0.03% | No change | 3,453 | $347K |
| Jessup Wealth Management, Inc | 0.13% | Reduce -4.1% | 3,440 | $346K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.5% | 3,440 | $346K |
| Ledgewood Wealth Advisors, LLC | 0.19% | No change | 3,420 | $344K |
| Pathway Financial Advisors LLC | 0.04% | Reduce -44.4% | 3,405 | $342K |
| Cable Car Capital, LP | 0.15% | Add +0.6% | 3,391 | $341K |
| Freestone Capital Holdings, LLC | 0.01% | Add +44.9% | 3,355 | $338K |
| Kure Advisory, LLC | 0.18% | New | 3,334 | $336K |
| Becker Capital Management Inc. | 0.01% | Add +25.7% | 3,281 | $330K |
| Narwhal Capital Management | 0.02% | Add +0.7% | 3,250 | $327K |
| Blue Square Asset Management, LLC | 0.15% | Add +62.5% | 3,242 | $326K |
| AlphaCore Capital LLC | 0.01% | Reduce -52.2% | 3,232 | $325K |
| Thoma Capital Management LLC | 0.19% | Reduce -7.2% | 3,226 | $325K |
| Visionary Wealth Advisors | 0.01% | New | 3,210 | $323K |
| RMR Wealth Builders | 0.03% | New | 3,207 | $323K |
| Two Sigma Securities, LLC | 0.04% | Add +1.6% | 3,200 | $322K |
| WealthShield Partners, LLC | 0.04% | New | 3,198 | $322K |
| Family Investment Center, Inc. | 0.06% | Reduce -1.3% | 3,186 | $321K |
| New Capital Management LP | 0.08% | Reduce -1.6% | 3,175 | $320K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 3,174 | $319K |
| OneAscent Financial Services LLC | 0.02% | New | 3,113 | $313K |
| Dean, Jacobson Financial Services, LLC | 0.19% | Add +1.4% | 3,102 | $312K |
| Advisory Advocates, LLC | 0.32% | New | 3,089 | $311K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -48.5% | 3,084 | $310K |
| Lincoln Capital Corp. | 0.11% | Reduce -93.0% | 3,079 | $310K |
| Minot DeBlois Advisors LLC | 0.27% | New | 2,987 | $301K |
| Quadcap Wealth Management, LLC | 0.03% | New | 2,981 | $300K |
| Highline Wealth Partners LLC | 0.08% | Add +46.6% | 2,971 | $299K |
| Integrity Advisory Solutions, LLC | 0.04% | Reduce -13.3% | 2,951 | $297K |
| Wealthcare Capital Partners, LLC | 0.14% | No change | 2,934 | $295K |
| Verus Capital Partners, LLC | 0.02% | Add +15.1% | 2,918 | $294K |
| Ballentine Partners, LLC | 0.00% | New | 2,917 | $294K |
| Waller Financial Planning Group, Inc. | 0.06% | New | 2,890 | $291K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.0% | 2,878 | $290K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +0.6% | 2,870 | $289K |
| Cannon Advisors, Inc. | 0.21% | Add +6.5% | 2,854 | $287K |
| Morling Financial Advisors, LLC | 0.09% | New | 2,851 | $287K |
| Timber Creek Capital Management LLC | 0.07% | Reduce -4.8% | 2,848 | $287K |
| Sweeney & Michel, LLC | 0.08% | Reduce -0.5% | 2,851 | $287K |
| EFG International AG | 0.01% | New | 2,841 | $286K |
| World Equity Group, Inc. | 0.07% | New | 2,821 | $284K |
| Andrews, Lucia Wealth Management LLC | 0.17% | Reduce -31.1% | 2,806 | $282K |
| Foster Victor Wealth Advisors, LLC | 0.02% | New | 2,794 | $281K |
| Ducere Wealth Management LLC | 0.11% | New | 2,772 | $279K |
| Gryphon Financial Partners LLC | 0.03% | Reduce -3.5% | 2,767 | $279K |
| Cyr Financial Inc. | 0.16% | New | 2,758 | $278K |
| Thompson David Blair | 0.15% | Reduce -6.4% | 2,646 | $266K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -23.7% | 2,642 | $266K |
| SilverOak Wealth Management LLC | 0.04% | Reduce -7.7% | 2,612 | $263K |
| Acorn Wealth Advisors, LLC | 0.08% | New | 2,574 | $259K |
| Manchester Capital Management LLC | 0.04% | Add +0.5% | 2,528 | $254K |
| Mosaic Advisors LLC | 0.38% | Reduce -75.6% | 2,500 | $252K |
| Sankala Group LLC | 0.21% | Reduce -28.9% | 2,488 | $250K |
| Consilium Wealth Advisory, LLC | 0.08% | No change | 2,458 | $247K |
| United Community Bank | 0.08% | New | 2,449 | $247K |
| Maia Wealth LLC | 0.04% | Add +14.5% | 2,440 | $246K |
| Bellwether Advisors, LLC | 0.04% | New | 2,428 | $244K |
| Argyle Capital Partners, LLC | 0.18% | Reduce -65.5% | 2,425 | $244K |
| Quantum Financial Advisors, LLC | 0.03% | New | 2,409 | $242K |
| Corundum Group, Inc. | 0.08% | New | 2,406 | $242K |
| Integrated Financial Solutions, Inc. | 0.17% | No change | 2,400 | $242K |
| Transcend Capital Advisors, LLC | 0.02% | New | 2,350 | $237K |
| Bruce G. Allen Investments, LLC | 0.15% | Add +165.0% | 2,348 | $236K |
| Sightline Wealth Advisors, LLC | 0.10% | Add +0.2% | 2,313 | $233K |
| Westbourne Investments, Inc. | 0.11% | Add +2.2% | 2,300 | $232K |
| Dock Street Asset Management Inc. | 0.02% | Reduce -30.4% | 2,285 | $230K |
| BDFS Capital LLC | 0.11% | New | 2,283 | $230K |
| Capitol Family Office, Inc. | 0.27% | No change | 2,288 | $230K |
| Parsons Capital Management Inc. | 0.01% | New | 2,275 | $229K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -49.4% | 2,271 | $229K |
| Bison Wealth, LLC | 0.02% | Reduce -14.6% | 2,267 | $228K |
| Lake Hills Wealth Management, LLC | 0.13% | Reduce -16.6% | 2,256 | $227K |
| BG Investment Services, LLC | 0.19% | New | 2,252 | $227K |
| Western Wealth Management, LLC | 0.01% | No change | 2,250 | $226K |
| Xxi Wealth, LLC | 0.13% | Reduce -49.4% | 2,247 | $226K |
| Alkeme Wealth, LLC | 0.09% | Add +2.2% | 2,241 | $226K |
| KERR FINANCIAL PLANNING Corp | 0.16% | Add +52.3% | 4,736 | $225K |
| First Hawaiian Bank | 0.03% | No change | 2,224 | $224K |
| Wedmont Private Capital | 0.01% | No change | 2,196 | $221K |
| Morton Capital Management LLC | 0.03% | Reduce -22.2% | 2,155 | $217K |
| Seelaus Asset Management LLC | 0.16% | No change | 2,150 | $216K |
| Colorado Capital Management, Inc. | 0.08% | New | 2,136 | $215K |
| Howe & Rusling Inc. | 0.01% | New | 2,132 | $215K |
| Brookwood Investment Group LLC | 0.03% | Reduce -1.9% | 2,124 | $214K |
| Jones Financial Companies LLLP | 0.00% | Add +1059.8% | 2,076 | $209K |
| Seeds Investor LLC | 0.03% | Reduce -67.4% | 2,070 | $208K |
| Coquina Private Wealth LLC | 0.17% | New | 2,049 | $206K |
| Summit Wealth Partners, LLC | 0.03% | No change | 2,004 | $202K |
| Midwest Heritage Bank, FSB | 0.06% | New | 2,001 | $201K |
| Garden State Investment Advisory Services LLC | 0.05% | New | 2,000 | $201K |
| Wulff, Hansen & Co. | 0.21% | No change | 2,000 | $201K |
| North Capital, Inc. | 0.17% | No change | 2,000 | $201K |
| Armor Investment Advisors, LLC | 0.07% | No change | 1,994 | $201K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | No change | 1,994 | $201K |
| Wescott Financial Advisory Group, LLC | 0.02% | New | 1,992 | $201K |
| HFG Advisors, Inc. | 0.14% | New | 1,987 | $200K |
| Gables Capital Management Inc. | 0.08% | New | 1,920 | $193K |
| Hamrick Investment Counsel, llc | 0.11% | Reduce -39.4% | 1,918 | $193K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,890 | $190K |
| Banque Cantonale Vaudoise | 0.01% | Add +47.3% | 1,859 | $187K |
| Cohalo Advisory LLC | 12.96% | Add +7.3% | 1,819 | $183K |
| Wellington-Altus USA Inc. | 0.10% | Add +66.3% | 1,731 | $174K |
| Quantum Capital Management, LLC / NJ | 0.02% | Reduce -23.2% | 1,609 | $162K |
| Financial Perspectives, Inc | 0.04% | Add +49.4% | 1,509 | $152K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | Reduce -29.5% | 1,436 | $145K |
| General Partner, Inc. | 0.09% | No change | 1,400 | $141K |
| Ares Financial Consulting, LLC | 0.11% | No change | 1,390 | $140K |
| Raelipskie Partnership | 0.06% | No change | 1,350 | $136K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -65.7% | 1,338 | $135K |
| National Bank of Canada | 0.00% | Reduce -80.6% | 1,266 | $127K |
| Legacy Wealth Managment, LLC | 0.06% | New | 1,260 | $127K |
| Smartleaf Asset Management LLC | 0.00% | Add +272.8% | 1,234 | $124K |
| Blueline Advisors LLC | 0.10% | New | 1,225 | $123K |
| S.A. Mason LLC | 0.05% | Add +0.8% | 1,194 | $120K |
| Mather Group, Llc. | 0.00% | New | 1,149 | $116K |
| Pinnacle Bancorp, Inc. | 0.03% | New | 1,105 | $111K |
| RHL Group, LLC | 0.09% | New | 1,101 | $111K |
| Asset Dedication, LLC | 0.01% | No change | 1,048 | $105K |
| Luminist Capital LLC | 0.14% | Add +537.5% | 1,020 | $103K |
| Byrne Asset Management LLC | 0.06% | New | 1,000 | $101K |
| Webster Bank, N. A. | 0.01% | New | 900 | $91K |
| Transce3nd, LLC | 0.79% | Reduce -5.4% | 887 | $89K |
| Sound Income Strategies, LLC | 0.00% | Add +2659.4% | 883 | $89K |
| Valley Wealth Managers, Inc. | 0.01% | New | 868 | $87K |
| Investors Portfolio Services LLC | 0.08% | New | 866 | $87K |
| Kings Path Partners LLC | 0.03% | No change | 836 | $84K |
| Robinswood Financial LLC | 0.02% | No change | 785 | $79K |
| Franklin Resources Inc. | 0.00% | Add +18850.0% | 758 | $76K |
| Miller Global Investments, LLC | 0.07% | New | 750 | $75K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -44.7% | 750 | $75K |
| KM Capital Management Ltd. | 0.05% | New | 745 | $75K |
| 2UniFi Bank | 0.03% | No change | 700 | $70K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -60.5% | 685 | $69K |
| LRI Investments, LLC | 0.01% | Add +226.3% | 682 | $69K |
| Banque Transatlantique SA | 0.00% | New | 681 | $69K |
| Investment Counsel Co. of Nevada | 0.15% | Reduce -12.6% | 667 | $67K |
| Delta Asset Management LLC | 0.01% | No change | 628 | $63K |
| Kelleher Financial Advisors | 0.02% | New | 613 | $62K |
| Clayton Financial Group LLC | 0.03% | No change | 598 | $60K |
| Signaturefd, LLC | 0.00% | Add +5500.0% | 560 | $56K |
| Strengthening Families & Communities, LLC | 0.01% | Reduce -20.9% | 551 | $55K |
| McIlrath & Eck, LLC | 0.00% | Reduce -9.6% | 516 | $52K |
| Barrett & Company, Inc. | 0.02% | Add +0.6% | 508 | $51K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 502 | $51K |
| Frazier Financial Advisors, LLC | 0.03% | Add +496.4% | 501 | $50K |
| Hollencrest Capital Management | 0.00% | Reduce -9.6% | 497 | $50K |
| Dagco, Inc. | 0.01% | Reduce -5.9% | 480 | $48K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 470 | $47K |
| Coston, McIsaac & Partners | 0.01% | Add +44.3% | 453 | $45K |
| Albion Financial Group | 0.00% | Reduce -58.8% | 415 | $42K |
| Grove Bank & Trust | 0.00% | No change | 400 | $40K |
| Bokf, NA | 0.00% | Reduce -7.9% | 351 | $35K |
| Chesapeake Asset Management LLC | 0.03% | Reduce -42.5% | 322 | $32K |
| Bell Investment Advisors, Inc | 0.01% | Add +0.6% | 320 | $32K |
| Addison Advisors LLC | 0.01% | New | 300 | $30K |
| True Wealth Design, LLC | 0.01% | No change | 295 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 290 | $29K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 273 | $27K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 248 | $25K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 220 | $22K |
| Millstone Evans Group, LLC | 0.01% | No change | 218 | $22K |
| Vanguard Advisers Inc. | 0.00% | — | 203 | $20K |
| Ameliora Wealth Management Ltd. | 0.01% | New | 200 | $20K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -91.3% | 171 | $17K |
| McGuire Capital Advisors Inc. | 0.01% | Add +1000.0% | 165 | $17K |
| Acumen Wealth Advisors, LLC | 0.00% | Add +2214.3% | 162 | $16K |
| NFSG Corp | 0.00% | New | 150 | $15K |
| Key Capital Management, INC | 0.01% | Add +155.2% | 148 | $15K |
| Signature Equity Partners, LLC | 0.01% | Add +2.1% | 144 | $14K |
| Tidemark, LLC | 0.00% | New | 144 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 135 | $14K |
| Ankerstar Wealth, LLC | 0.01% | New | 124 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +182.9% | 116 | $12K |
| HFM Investment Advisors, LLC | 0.00% | No change | 116 | $12K |
| WFA of San Diego, LLC | 0.01% | Add +4.8% | 109 | $11K |
| Bayban | 0.01% | No change | 102 | $10K |
| Lodestone Wealth Management LLC | 0.00% | No change | 102 | $10K |
| NBT Bank, N.A. | 0.00% | No change | 100 | $10K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 100 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 99 | $10K |
| Proathlete Wealth Management LLC | 0.00% | No change | 93 | $9K |
| Destiny Wealth Partners, LLC | 0.00% | New | 93 | $9K |
| Clean Yield Group | 0.00% | No change | 90 | $9K |
| Covestor Ltd | 0.00% | Reduce -15.7% | 70 | $7K |
| Gold Investment Management Ltd. | 0.00% | Add +1.7% | 59 | $6K |
| Paladin Partners, LLC | 0.00% | No change | 56 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 54 | $5K |
| IMG Wealth Management, Inc. | 0.00% | Add +2.9% | 35 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 33 | $3K |
| Community Bank, N.A. | 0.00% | Reduce -91.1% | 25 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 15 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | Add +1800.0% | 19 | $2K |
| Kingdom Financial Group LLC. | 0.00% | No change | 19 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 11 | $1K |
| Hanson & Doremus Investment Management | 0.00% | New | 10 | $1K |
| Capital Analysts, LLC | 0.00% | New | 7 | $1K |
| Duncker Streett & Co. Inc. | 0.00% | New | 4 | $403 |
| Curio Wealth, LLC | 0.00% | New | 2 | $201 |
| TopTier Wealth Management, LLC | 0.00% | New | 2 | $201 |
| Morgan Dempsey Capital Management LLC | 0.00% | Reduce -90.9% | 2 | $151 |
| 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.