iShares 0-3 Month Treasury BSGOVETF
13F holders, Q2 2026 (June 30)1,309holders +85
170new positions
93sold out
7famous investors
$100.63avg. 13F price*
At the end of Q2 2026, 1,309 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 85 from Q1 2026. 170 opened new positions and 93 sold out. The largest holders were Bank of America Corp. ($1.2B), LPL Financial LLC ($1.1B) and Morgan Stanley ($853.0M). 7 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares 0-3 Month Treasury B
- CUSIP
- 46436E718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 170 | $362.0M |
| Exits | 93 | $253.6M |
All 13F filers, Q1 2026 → Q2 2026: 30,698,036 shares bought and 35,926,625 shares sold, net −5,228,589 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,309 holders
| Bank of America Corp. | 0.07% | Reduce -5.9% | 11,457,135 | $1.2B |
| LPL Financial LLC | 0.25% | Add +0.2% | 10,881,968 | $1.1B |
| Morgan Stanley | 0.05% | Add +0.9% | 8,473,084 | $853.0M |
| UBS Group AG | 0.10% | Add +16.1% | 5,962,248 | $600.2M |
| Cerity Partners LLC | 0.56% | Add +27.5% | 4,545,424 | $457.6M |
| Ameriprise Financial Inc. | 0.08% | Add +12.6% | 3,803,149 | $382.6M |
| Raymond James Financial Inc. | 0.10% | Add +3.2% | 3,636,385 | $366.1M |
| Osaic Holdings, Inc. | 0.34% | Add +7.6% | 2,905,328 | $292.5M |
| Robinhood Asset Management, LLC | 15.62% | Add +25.7% | 2,899,608 | $291.9M |
| JPMorgan Chase & Co. | 0.02% | Add +10.1% | 2,835,573 | $285.5M |
| CIBC Bancorp USA Inc. | 0.35% | Reduce -29.1% | 2,807,327 | $282.1M |
| Confluence Investment Management LLC | 4.39% | Add +59.0% | 2,788,012 | $280.7M |
| NorthRock Partners, LLC | 4.00% | Add +22.0% | 2,736,985 | $275.5M |
| Royal Bank of Canada | 0.05% | Reduce -0.6% | 2,675,275 | $269.3M |
| Wells Fargo & Company | 0.04% | Reduce -6.1% | 2,459,867 | $247.6M |
| Focus Partners Wealth | 0.24% | Reduce -5.4% | 2,373,290 | $238.9M |
| Captrust Financial Advisors | 0.36% | Add +5.7% | 2,306,528 | $232.2M |
| Wealthspire Advisors, LLC | 1.23% | Add +14716.8% | 2,224,301 | $223.9M |
| Cetera Investment Advisers | 0.20% | Add +3.5% | 2,217,429 | $223.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -13.2% | 2,052,936 | $206.7M |
| CX Institutional | 5.37% | Add +60.9% | 1,847,279 | $186.0M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Add +14.4% | 1,670,089 | $167.6M |
| Vise Technologies, Inc. | 1.83% | Add +933.0% | 1,609,405 | $162.0M |
| Gotham Asset Management | 0.37% | Add +26.1% | 1,562,089 | $157.3M |
| Farther Finance Advisors, LLC | 1.23% | Add +10.6% | 1,561,558 | $157.2M |
| Westerkirk Capital Inc. | 14.75% | No change | 1,523,760 | $153.4M |
| Waverly Advisors, LLC | 0.86% | Reduce -3.0% | 1,464,822 | $147.5M |
| MAI Capital Management | 0.54% | Add +7.2% | 1,408,479 | $141.8M |
| Hamilton Capital Partners Inc. | 3.74% | Reduce -12.3% | 1,279,489 | $128.8M |
| Peapack Gladstone Financial Corp. | 1.44% | Add +1.4% | 1,245,643 | $125.4M |
| Alpha Wealth Funds, LLC | 76.17% | Add +10.9% | 1,221,972 | $123.0M |
| AE Wealth Management LLC | 0.57% | Add +25.3% | 1,212,408 | $122.1M |
| Wealthfront Advisers LLC | 0.23% | Add +17.6% | 1,167,189 | $117.5M |
| Hilton Capital Management, LLC | 7.92% | Reduce -26.5% | 1,149,386 | $115.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.7% | 1,139,981 | $114.8M |
| First Wilshire Securities Management Inc. | 22.55% | Add +63.3% | 1,087,949 | $109.5M |
| Hollow Brook Wealth Management LLC | 21.57% | Add +2918.1% | 1,077,270 | $108.4M |
| Mutual Advisors, LLC | 2.00% | Add +3.0% | 1,052,850 | $106.0M |
| Prudential Financial Inc. | 0.11% | Reduce -0.7% | 1,035,195 | $104.2M |
| Balentine LLC | 3.67% | Reduce -8.5% | 1,026,567 | $103.3M |
| Kestra Advisory Services, LLC | 0.33% | Add +12.7% | 1,003,580 | $101.0M |
| Cheviot Value Management, LLC | 10.26% | Reduce -6.1% | 1,002,516 | $100.9M |
| Stifel Financial Corp. | 0.08% | Add +40.8% | 984,074 | $99.1M |
| Selective Wealth Management, Inc. | 25.41% | Add +19.1% | 963,067 | $96.9M |
| 3EDGE Asset Management, LP | 4.20% | Reduce -7.7% | 935,234 | $94.2M |
| JNBA Financial Advisors | 7.04% | Add +9.1% | 924,007 | $93.0M |
| HighTower Advisors, LLC | 0.08% | Reduce -3.8% | 865,348 | $87.1M |
| Cresset Asset Management, LLC | 0.31% | Add +7.6% | 846,216 | $85.2M |
| Rwwm, Inc. | 6.29% | Add +17.3% | 845,240 | $85.1M |
| Potomac Fund Management Inc. | 2.07% | Reduce -9.8% | 816,856 | $82.2M |
| Aptus Capital Advisors, LLC | 0.60% | Add +1552.7% | 814,494 | $82.0M |
| Commonwealth Equity Services, LLC | 0.10% | Add +1.9% | 797,816 | $80.3M |
| Mesirow Financial Investment Management, Inc. | 1.23% | Add +12.8% | 779,029 | $78.4M |
| Sollinda Capital Management LLC | 16.74% | Reduce -10.1% | 778,780 | $78.4M |
| Peavine Capital, LLC | 16.44% | Reduce -7.0% | 770,289 | $77.5M |
| Avos Capital Management, LLC | 32.07% | Add +0.4% | 766,814 | $77.2M |
| Decker Retirement Planning Inc. | 26.04% | Add +98.1% | 759,734 | $76.5M |
| Cynosure Group, LLC | 11.48% | Reduce -33.3% | 758,229 | $76.4M |
| MML Investors Services, LLC | 0.16% | Add +23.1% | 757,607 | $76.3M |
| Sequoia Financial Advisors, LLC | 0.37% | Add +42.3% | 738,944 | $74.4M |
| Vigilare Wealth Management | 22.24% | Reduce -19.1% | 720,786 | $72.6M |
| Mariner, LLC | 0.07% | Reduce -0.3% | 713,464 | $71.8M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +2.1% | 709,368 | $71.4M |
| D.A. Davidson & Co. | 0.39% | Reduce -0.6% | 708,362 | $71.3M |
| PSP Research LLC | 37.51% | No change | 700,000 | $70.5M |
| Omnia Family Wealth, LLC | 18.78% | Add +34.5% | 696,066 | $70.1M |
| Raffa Wealth Management, LLC | 8.81% | Add +5.2% | 694,542 | $69.9M |
| HUB Investment Partners, LLC | 1.28% | Add +106.3% | 692,718 | $69.7M |
| Fiduciary Financial Group, LLC | 7.67% | Add +6.9% | 672,284 | $67.7M |
| Peak Retirement Planning, Inc. | 10.42% | Reduce -2.0% | 653,810 | $65.8M |
| Moneco Advisors, LLC | 3.92% | Add +6.2% | 637,159 | $64.1M |
| Partners Capital Investment Group, LLP | 2.24% | Add +7.0% | 632,080 | $63.6M |
| Neuberger Berman Group LLC | 0.04% | Add +12.3% | 621,253 | $62.5M |
| Lee Johnson Capital Management, LLC | 19.42% | Add +105.3% | 616,805 | $62.1M |
| Advisory Services Network, LLC | 0.71% | Add +22.4% | 614,662 | $61.9M |
| Composition Wealth, LLC | 0.72% | Add +8.8% | 613,347 | $61.7M |
| BlackRock, Inc. | 0.00% | Reduce -14.0% | 593,060 | $59.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Reduce -10.5% | 587,000 | $59.1M |
| Bleakley Financial Group, LLC | 0.73% | Reduce -1.7% | 572,295 | $57.6M |
| Rockefeller Capital Management L.P. | 0.09% | Add +30.8% | 570,099 | $57.4M |
| Truist Financial Corp. | 0.07% | Reduce -2.6% | 569,892 | $57.4M |
| HRT Financial LP | 0.10% | Add +382.1% | 569,856 | $57.4M |
| Smithfield Trust Co | 2.29% | Add +9.9% | 568,773 | $57.3M |
| Arax Advisory Partners | 0.38% | Add +506.5% | 561,309 | $56.5M |
| Titleist Asset Management, LLC | 3.80% | Reduce -12.1% | 560,048 | $56.4M |
| Flagship Harbor Advisors, LLC | 2.14% | Reduce -31.9% | 556,451 | $56.0M |
| AQR Capital Management | 0.02% | Add +85.1% | 550,965 | $55.5M |
| McElhenny Sheffield Capital Management, LLC | 13.64% | Reduce -27.8% | 547,033 | $55.1M |
| Citigroup Inc. | 0.02% | New | 528,620 | $53.2M |
| Legacy Wealth Advisors, LLC | 23.00% | Add +13.0% | 527,772 | $53.1M |
| Brighton Jones LLC | 0.97% | Add +162.3% | 517,370 | $52.1M |
| Sanctuary Advisors, LLC | 0.24% | Add +30.0% | 508,591 | $51.2M |
| Evergreen Capital Management LLC | 0.90% | Reduce -18.2% | 507,483 | $51.1M |
| Creative Planning | 0.03% | Add +40.9% | 504,664 | $50.8M |
| Geneos Wealth Management Inc. | 1.01% | Add +80.2% | 493,129 | $49.6M |
| AlphaStar Capital Management, LLC | 3.14% | Reduce -47.1% | 490,128 | $49.3M |
| Perigon Wealth Management, LLC | 0.74% | Add +14.8% | 465,972 | $46.9M |
| Nierenberg Investment Management Company, LLC | 23.04% | Reduce -16.3% | 461,047 | $46.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -23.9% | 450,319 | $45.3M |
| Marex Group Ltd | 0.34% | Reduce -62.8% | 450,074 | $45.3M |
| Prairie Advisory, LLC | 10.46% | — | 432,456 | $43.5M |
| Bitterroot Capital Advisors LLC | 26.09% | Reduce -21.3% | 430,117 | $43.3M |
| Index Fund Advisors, Inc. | 1.71% | Add +9.9% | 428,528 | $43.1M |
| Stephens Inc. | 0.48% | Reduce -8.1% | 423,052 | $42.6M |
| Steward Partners Investment Advisory, LLC | 0.22% | Reduce -42.5% | 419,117 | $42.2M |
| Trek Financial, LLC | 2.09% | Reduce -35.8% | 418,177 | $42.1M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -10.4% | 418,167 | $42.1M |
| Zurich Insurance Group Ltd | 0.29% | No change | 417,450 | $42.0M |
| RIA Advisory Group LLC | 9.32% | Add +4.5% | 417,009 | $42.0M |
| Tower Research Capital LLC (TRC) | 1.02% | Add +1027.6% | 414,925 | $41.8M |
| Schnieders Capital Management, Llc. | 5.44% | Add +13.1% | 409,530 | $41.2M |
| Dynamic Financial Group | 30.76% | Reduce -7.2% | 404,566 | $40.7M |
| Equitable Holdings, Inc. | 0.24% | Reduce -12.2% | 403,071 | $40.6M |
| Brookstone Capital Management | 0.39% | Add +19.3% | 384,426 | $38.7M |
| Greenlea Lane Capital Management, LLC | 10.59% | No change | 383,000 | $38.6M |
| Awm Capital, LLC | 3.08% | Reduce -42.4% | 382,147 | $38.5M |
| Susquehanna International Group, LLP | 0.03% | Add +187.1% | 379,105 | $38.2M |
| Coldstream Capital Management Inc. | 0.48% | Add +4.1% | 377,402 | $38.0M |
| Arjuna Capital | 8.52% | Reduce -5.9% | 376,010 | $37.9M |
| Synergy Asset Management, LLC | 3.57% | Reduce -2.8% | 375,603 | $37.8M |
| Dakota Wealth Management | 0.71% | Reduce -16.0% | 370,341 | $37.3M |
| Lido Advisors, LLC | 0.13% | Add +107.8% | 370,237 | $37.3M |
| Axxcess Wealth Management, LLC | 0.59% | Add +118.4% | 367,161 | $37.0M |
| Bangor Savings Bank | 2.71% | Add +87.9% | 366,588 | $36.9M |
| Diversified Trust Co. | 0.59% | Add +3.8% | 364,766 | $36.7M |
| Wheelhouse Advisory Group LLC | 10.30% | Add +3.5% | 362,616 | $36.5M |
| Cypress Capital, LLC | 9.87% | Reduce -1.9% | 361,428 | $36.4M |
| Larson Financial Group LLC | 0.94% | Add +43.3% | 355,658 | $35.8M |
| Albion Financial Group | 2.07% | Add +85291.1% | 354,373 | $35.7M |
| RFG Advisory, LLC | 0.55% | Reduce -12.6% | 350,260 | $35.3M |
| Private Advisor Group, LLC | 0.16% | Reduce -38.0% | 348,845 | $35.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.51% | Reduce -16.1% | 348,375 | $35.1M |
| Fairlight Advisors | 28.59% | — | 348,298 | $35.1M |
| Relyea Zuckerberg Hanson LLC | 2.88% | Add +3.9% | 343,341 | $34.6M |
| Aspen Capital Management, LLC | 7.59% | Reduce -36.0% | 341,534 | $34.4M |
| Mader & Shannon Wealth Management, Inc. | 15.82% | Add +0.3% | 336,373 | $33.9M |
| Oppenheimer & Co. Inc. | 0.35% | Add +25.4% | 328,932 | $33.1M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +118.4% | 327,902 | $33.0M |
| Woodley Farra Manion Portfolio Management Inc. | 1.58% | Reduce -81.0% | 326,049 | $32.8M |
| NewEdge Advisors, LLC | 0.10% | Add +3.9% | 325,651 | $32.8M |
| Wedbush Securities Inc. | 0.85% | Reduce -6.6% | 325,527 | $32.8M |
| Betterment LLC | 0.06% | Add +59.5% | 325,467 | $32.8M |
| Ridgepath Capital Management LLC | 14.34% | Add +77.5% | 322,786 | $32.5M |
| RPS Advisory Solutions LLC | 20.60% | Reduce -39.5% | 309,600 | $31.2M |
| Centric Wealth Management | 4.84% | No change | 310,239 | $31.2M |
| Spartan Wealth Advisory Services LLC | 2.53% | Add +70.0% | 307,326 | $30.9M |
| United Capital Financial Advisors, LLC | 0.16% | Add +7.3% | 295,659 | $29.8M |
| Laurel Wealth Advisors LLC | 2.87% | Add +2.6% | 294,790 | $29.7M |
| Capital Investment Advisors, LLC | 0.39% | Add +13.5% | 294,671 | $29.7M |
| Milestone Asset Management, LLC | 4.62% | Reduce -21.1% | 291,854 | $29.4M |
| Beaumont Financial Advisors, LLC | 1.85% | Reduce -55.3% | 289,113 | $29.1M |
| Valmark Advisers, Inc. | 0.31% | Add +16.9% | 287,450 | $28.9M |
| Meeder Advisory Services, Inc. | 1.06% | Reduce -22.2% | 287,243 | $28.9M |
| M. Kulyk & Associates, LLC | 4.71% | Add +5.4% | 286,525 | $28.8M |
| Robertson Stephens Wealth Management, LLC | 0.71% | Add +216.8% | 286,216 | $28.8M |
| Almanack Investment Partners, LLC. | 3.65% | Reduce -17.2% | 284,491 | $28.6M |
| Bank of Montreal | 0.01% | Add +46.1% | 280,484 | $28.2M |
| Resonant Capital Advisors, LLC | 1.35% | Reduce -0.5% | 279,727 | $28.2M |
| Savant Capital, LLC | 0.08% | Reduce -29.7% | 279,858 | $28.1M |
| Tolleson Wealth Management, Inc. | 3.61% | Add +0.7% | 266,040 | $26.8M |
| Equity Investment Corp. | 0.51% | Reduce -80.3% | 265,303 | $26.7M |
| VestGen Advisors, LLC | 0.78% | Reduce -21.5% | 264,848 | $26.7M |
| One Day In July LLC | 1.85% | Reduce -6.3% | 264,043 | $26.6M |
| Tortoise Investment Management, LLC | 1.97% | Reduce -8.9% | 262,915 | $26.5M |
| Ameritas Advisory Services, LLC | 0.53% | Add +237.5% | 261,390 | $26.3M |
| Peregrine Asset Advisers, Inc. | 5.59% | Add +25.0% | 255,922 | $25.8M |
| George Kaiser Family Foundation | 2.46% | Add +0.9% | 254,802 | $25.7M |
| Prescott Group Capital Management, L.L.C. | 2.22% | Add +0.9% | 254,802 | $25.7M |
| Stansberry Asset Management, LLC | 2.44% | Reduce -42.9% | 252,502 | $25.4M |
| Traphagen Investment Advisors LLC | 1.81% | Reduce -2.2% | 251,033 | $25.3M |
| Orion Capital Management LLC | 7.80% | Reduce -29.3% | 249,387 | $25.1M |
| Private Wealth Group, LLC | 9.68% | Add +34.3% | 249,089 | $25.1M |
| Artisan Partners Limited Partnership | 0.04% | New | 248,527 | $25.0M |
| L2 Asset Management, LLC | 2.56% | Reduce -50.6% | 244,829 | $24.6M |
| Cambridge Associates LLC /Ma/ | 0.35% | Reduce -44.9% | 244,364 | $24.6M |
| Marest Capital, LLC | 12.23% | Add +38.4% | 243,941 | $24.6M |
| Cornerstone Advisors Asset Management, LLC | 3.17% | Add +9.6% | 240,518 | $24.2M |
| Private Advisory Group LLC | 1.33% | Add +149.0% | 237,617 | $23.9M |
| Baird Financial Group, Inc. | 0.03% | Add +55.0% | 235,439 | $23.7M |
| Virginia Estate & Retirement Planning Advisors Inc. | 28.09% | Add +59.7% | 231,753 | $23.3M |
| Miramontes Capital, LLC | 7.26% | Reduce -0.2% | 231,591 | $23.3M |
| Shrier Wealth Management, LLC | 7.90% | Add +2.7% | 230,244 | $23.2M |
| Empowered Funds, LLC | 0.12% | Add +0.0% | 230,432 | $23.1M |
| Ieq Capital, LLC | 0.11% | Add +108.3% | 228,774 | $23.0M |
| Talon Private Wealth, LLC | 2.67% | Add +0.9% | 226,996 | $22.9M |
| Manning & Napier Advisors LLC | 0.29% | Add +11.5% | 224,894 | $22.6M |
| JDM Financial Group LLC | 7.70% | Reduce -3.3% | 274,586 | $22.5M |
| Proficio Capital Partners LLC | 0.80% | Reduce -50.0% | 220,448 | $22.2M |
| ACR Alpine Capital Research, LLC | 0.31% | Reduce -17.1% | 216,767 | $21.8M |
| CFS Investment Advisory Services, LLC | 1.45% | Add +0.5% | 216,009 | $21.7M |
| Elm Partners Management LLC | 0.77% | Reduce -25.2% | 212,608 | $21.4M |
| Oppenheimer Asset Management Inc. | 0.22% | Reduce -60.9% | 212,368 | $21.4M |
| Scotia Capital Inc. | 0.08% | Add +24.4% | 210,840 | $21.2M |
| Apollon Wealth Management, LLC | 0.26% | Add +96.7% | 210,320 | $21.2M |
| Aristotle Capital Management, LLC | 0.04% | Reduce -28.2% | 206,446 | $20.8M |
| Rebalance, LLC | 1.06% | Reduce -36.0% | 200,771 | $20.2M |
| Kingsview Wealth Management, LLC | 0.25% | Add +4.5% | 200,752 | $20.2M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -13.2% | 195,139 | $19.6M |
| Magnolia Group, LLC | 4.12% | New | 195,000 | $19.6M |
| Wealth Advisors of Iowa, LLC | 5.32% | Reduce -47.6% | 194,962 | $19.6M |
| Occidental Asset Management, LLC | 1.95% | Reduce -7.8% | 194,927 | $19.6M |
| Allworth Financial LP | 0.08% | Reduce -1.6% | 193,812 | $19.5M |
| Five Oceans Advisors | 6.25% | Reduce -5.3% | 193,177 | $19.4M |
| Osborne Partners Capital Management, LLC | 1.07% | Reduce -55.9% | 191,811 | $19.3M |
| Navigate Wealth Management, LLC | 11.93% | Add +9.6% | 191,369 | $19.2M |
| Leo H. Evart, Inc. | 15.16% | Reduce -2.6% | 190,606 | $19.2M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -34.6% | 189,100 | $19.0M |
| Sterling Investment Advisors LLC | 8.53% | Add +3.2% | 188,608 | $19.0M |
| Punch Card Management L.P. | 7.39% | Reduce -59.1% | 188,000 | $18.9M |
| Twelve Points Wealth Management LLC | 3.77% | Add +27.1% | 186,754 | $18.8M |
| Mgo One Seven LLC | 0.31% | Reduce -6.2% | 186,665 | $18.8M |
| Alpha Advisors, LLC | 13.99% | Reduce -3.4% | 184,841 | $18.6M |
| Owen LaRue, LLC | 6.40% | Reduce -12.2% | 182,589 | $18.4M |
| J2 Capital Management Inc | 12.27% | Add +54.6% | 181,302 | $18.3M |
| Journey Advisory Group, LLC | 1.39% | Reduce -71.7% | 180,525 | $18.2M |
| Bessemer Group Inc. | 0.02% | Reduce -25.6% | 179,679 | $18.1M |
| Maridea Wealth Management LLC | 1.96% | Add +66.2% | 179,261 | $18.0M |
| Affinity Capital Advisors, LLC | 2.21% | Reduce -10.2% | 177,956 | $17.9M |
| Worth Asset Management, LLC | 5.71% | Add +543.6% | 177,200 | $17.8M |
| IFS Advisors, LLC | 8.49% | Reduce -0.7% | 176,007 | $17.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -48.6% | 172,607 | $17.4M |
| Conservest Capital Advisors, Inc. | 1.34% | Reduce -2.2% | 167,501 | $16.9M |
| Vickerman Investment Advisors, Inc. | 3.23% | Reduce -8.6% | 165,037 | $16.6M |
| Pecaut & Co. | 5.00% | Add +1.1% | 163,019 | $16.4M |
| Stableford Capital II LLC | 5.65% | Add +250.8% | 162,018 | $16.3M |
| Advisors Preferred, LLC | 2.51% | Reduce -16.6% | 161,280 | $16.2M |
| Park Avenue Securities LLC | 0.10% | Add +37.2% | 160,029 | $16.1M |
| Quantinno Capital Management LP | 0.02% | Add +10.4% | 159,725 | $16.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.35% | Reduce -10.5% | 158,976 | $16.0M |
| Legacy Advisory Services, LLC | 11.19% | Reduce -4.4% | 157,858 | $15.9M |
| Penney Financial, LLC | 5.46% | Reduce -10.1% | 155,055 | $15.6M |
| Vivid Wealth Management, LLC | 5.37% | Add +3.7% | 151,612 | $15.3M |
| Focused Wealth Management, Inc | 1.34% | Reduce -19.0% | 151,154 | $15.2M |
| Kennicott Capital Management LLC | 6.99% | Reduce -4.8% | 149,832 | $15.1M |
| Waterfront Wealth Inc. | 2.34% | Add +41.2% | 149,801 | $15.1M |
| Retirement Planning Group, LLC | 0.38% | Reduce -26.0% | 148,878 | $15.0M |
| Souders Financial Advisors | 1.50% | New | 148,237 | $14.9M |
| DORVAL Corp | 4.24% | Add +2.0% | 146,232 | $14.7M |
| Fiduciary Wealth Partners, LLC | 8.05% | New | 145,340 | $14.6M |
| Zuckerman Investment Group, LLC | 1.24% | Reduce -12.2% | 144,332 | $14.5M |
| Leavell Investment Management, Inc. | 0.53% | Reduce -5.8% | 144,174 | $14.5M |
| Integrity Alliance, Llc. | 0.46% | Add +157.8% | 143,981 | $14.5M |
| Mascoma Wealth Management LLC | 2.68% | Add +0.3% | 143,476 | $14.4M |
| &partners | 0.06% | Add +1.9% | 139,075 | $14.3M |
| Aries Wealth Management | 2.81% | Add +56.5% | 141,955 | $14.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +119.4% | 141,903 | $14.3M |
| Dominguez Wealth Management Solutions, Inc. | 7.86% | Reduce -1.5% | 141,668 | $14.3M |
| Cassady Wealth & Retirement Planning, LLC | 6.63% | Add +1.7% | 141,516 | $14.2M |
| Montgomery Investment Management Inc. | 4.32% | Add +40.5% | 141,490 | $14.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.2% | 141,188 | $14.2M |
| Savvy Advisors, Inc. | 0.30% | Add +25.7% | 140,738 | $14.2M |
| Independent Financial Group, LLC | 0.26% | Add +10.2% | 140,190 | $14.1M |
| Kestra Private Wealth Services, LLC | 0.15% | Reduce -29.8% | 139,935 | $14.1M |
| Crescent Grove Advisors, LLC | 1.19% | Reduce -22.4% | 139,719 | $14.1M |
| Atlas Private Wealth Advisors | 3.07% | Reduce -29.1% | 139,178 | $14.0M |
| Sowell Financial Services LLC | 0.46% | Add +5.0% | 139,081 | $14.0M |
| Red Wave Investments LLC | 3.52% | Reduce -8.4% | 137,753 | $13.9M |
| Foundations Investment Advisors, LLC | 0.14% | Reduce -15.0% | 137,407 | $13.8M |
| Pacific Capital Wealth Advisors, Inc. | 2.08% | Add +19.4% | 136,912 | $13.8M |
| Financial Discovery Group Inc. | 29.29% | Add +12.5% | 136,457 | $13.7M |
| Woodmont Investment Counsel LLC | 0.75% | Reduce -0.2% | 136,041 | $13.7M |
| International Assets Investment Management, LLC | 0.82% | Add +12.8% | 136,379 | $13.7M |
| Sandhill Capital Partners LLC | 1.11% | Add +3.7% | 135,571 | $13.6M |
| Citadel Advisors | 0.01% | Add +14.4% | 135,473 | $13.6M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -26.4% | 134,606 | $13.6M |
| Money Concepts Capital Corp. | 0.63% | Add +17.1% | 134,226 | $13.5M |
| HM Payson & Co. | 0.18% | Add +123.1% | 132,457 | $13.3M |
| Nest Investments, LLC | 10.12% | Reduce -2.9% | 132,254 | $13.3M |
| Crown Wealth Group, LLC | 3.38% | Reduce -9.9% | 131,917 | $13.3M |
| O'Domhnaill Enterprises, Inc. | 10.60% | Add +6.2% | 131,687 | $13.3M |
| Arq Wealth Advisors, LLC | 1.64% | New | 131,343 | $13.2M |
| Centaurus Financial, Inc. | 0.51% | Add +7.2% | 130,584 | $13.1M |
| Pinion Investment Advisors, LLC | 2.48% | Add +0.4% | 129,837 | $13.1M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +5.8% | 129,055 | $13.0M |
| Ausdal Financial Partners, Inc. | 0.51% | Reduce -3.8% | 129,036 | $13.0M |
| Spectrum Planning & Advisory Services Inc. | 5.75% | Add +4.3% | 127,682 | $12.9M |
| One Degree Advisors Inc | 2.85% | Add +804.2% | 127,371 | $12.8M |
| Trust Co. of Vermont | 0.47% | — | 125,859 | $12.7M |
| Heritage Wealth Management, Inc. | 6.28% | Reduce -14.0% | 125,255 | $12.6M |
| CENTRAL TRUST Co | 0.23% | Reduce -16.7% | 124,852 | $12.6M |
| Scratch Capital LLC | 6.19% | Reduce -0.3% | 123,808 | $12.5M |
| Main Management LLC | 0.83% | Add +0.3% | 123,393 | $12.4M |
| Virtue Capital Management, LLC | 1.65% | Add +86.4% | 122,686 | $12.4M |
| SVRN Asset Management, LLC | 6.33% | Add +94.9% | 122,285 | $12.3M |
| Trajan Wealth LLC | 0.46% | Add +48.6% | 121,755 | $12.3M |
| RMR Capital Management, LLC | 8.43% | Reduce -16.4% | 121,605 | $12.2M |
| Root Financial Partners, LLC | 0.47% | Add +35.4% | 119,099 | $12.0M |
| Integris Wealth Management, LLC | 2.41% | Add +39.4% | 118,657 | $11.9M |
| IFP Advisors, Inc | 0.21% | Reduce -16.8% | 118,044 | $11.9M |
| Hutchens & Kramer Investment Management Group, LLC | 3.18% | Reduce -3.2% | 117,885 | $11.9M |
| Kassira Wealth Management LLC | 9.52% | Add +8.5% | 117,620 | $11.8M |
| Plan Group Financial, LLC | 2.37% | Add +140.3% | 113,737 | $11.4M |
| PFG Advisors | 0.57% | Reduce -33.2% | 113,231 | $11.4M |
| Highland Financial Advisors, LLC | 2.51% | Add +4.0% | 113,186 | $11.4M |
| Silver Lake Advisory, LLC | 4.07% | Reduce -10.3% | 113,151 | $11.4M |
| Code Waechter LLC | 5.89% | Reduce -2.3% | 113,092 | $11.4M |
| Carnegie Investment Counsel | 0.23% | Add +33.0% | 112,565 | $11.3M |
| Ryan Investment Management, Inc. | 5.12% | New | 112,305 | $11.3M |
| Courier Capital LLC | 0.56% | Reduce -11.6% | 111,804 | $11.3M |
| Kera Capital Partners, Inc. | 1.08% | Reduce -39.9% | 111,332 | $11.2M |
| Magnolia Private Wealth, LLC | 6.10% | Add +1275.7% | 110,304 | $11.1M |
| Oxford Financial Group, LTD. LLC | 0.56% | New | 110,000 | $11.1M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +219.3% | 109,807 | $11.1M |
| Summit Financial, LLC | 0.12% | Add +7.7% | 109,258 | $11.0M |
| MidFirst Bank | 0.78% | Add +4.9% | 108,825 | $11.0M |
| Chicago Wealth Management, Inc. | 3.87% | New | 108,427 | $10.9M |
| StoneX Group Inc. | 0.44% | Add +104.5% | 108,136 | $10.9M |
| Anderson Hoagland & Co. | 0.84% | Add +18.3% | 107,051 | $10.8M |
| OneDigital Investment Advisors LLC | 0.09% | Add +10.1% | 106,823 | $10.8M |
| Arkadios Wealth Advisors | 0.16% | Add +0.5% | 106,301 | $10.7M |
| Prospera Financial Services Inc | 0.15% | Add +107.6% | 105,350 | $10.6M |
| PFG Investments, LLC | 0.41% | Add +16.1% | 105,259 | $10.6M |
| Bull Oak Capital, LLC | 3.50% | Reduce -9.1% | 104,497 | $10.5M |
| Kingstone Capital Partners Texas, LLC | 5.54% | Add +12.0% | 103,266 | $10.4M |
| First Merchants Corp. | 0.36% | No change | 102,484 | $10.3M |
| Strait & Sound Wealth Management LLC | 3.62% | Add +8.0% | 102,350 | $10.3M |
| Silverlake Wealth Management LLC | 1.97% | Add +5.2% | 102,152 | $10.3M |
| Anson Capital, Inc. | 6.69% | Reduce -2.0% | 102,143 | $10.3M |
| Winnacle Wealth LLC | 6.99% | Reduce -6.0% | 102,068 | $10.3M |
| Stonekeep Investments, LLC | 5.97% | No change | 101,913 | $10.3M |
| Simon Quick Advisors, LLC | 0.41% | Add +5.2% | 100,937 | $10.2M |
| Koa Wealth Management, LLC | 6.87% | Reduce -7.3% | 100,322 | $10.1M |
| Integrated Advisors Network LLC | 0.46% | Add +40.6% | 100,194 | $10.1M |
| Natixis | 0.05% | Add +0.5% | 100,000 | $10.1M |
| Farnam Financial LLC | 7.30% | Reduce -5.9% | 99,403 | $10.0M |
| Baker Ellis Asset Management LLC | 1.03% | Reduce -11.5% | 98,593 | $9.9M |
| SouthState Bank Corp | 0.41% | Reduce -4.2% | 98,459 | $9.9M |
| Portland Global Advisors LLC | 0.94% | Reduce -16.6% | 98,419 | $9.9M |
| Motive Wealth Advisors | 4.06% | Add +45.2% | 98,027 | $9.9M |
| Cedar Wealth Management, LLC | 2.53% | Reduce -20.6% | 97,632 | $9.8M |
| Elevate Capital Advisors, LLC | 5.42% | Add +705.7% | 97,239 | $9.8M |
| Atria Investments, Inc | 0.10% | Add +7.2% | 97,214 | $9.8M |
| Toth Financial Advisory Corp. | 0.95% | Reduce -46.6% | 96,660 | $9.7M |
| One Wealth Management Investment & Advisory Services, LLC | 10.19% | Add +221.6% | 96,426 | $9.7M |
| Compound Planning, Inc. | 0.25% | Add +50.8% | 95,900 | $9.7M |
| Jmac Enterprises LLC | 1.62% | Add +20.4% | 95,745 | $9.6M |
| Benjamin Edwards Inc. | 0.09% | Reduce -23.7% | 95,538 | $9.6M |
| Monarch Capital Management Inc. | 2.18% | Reduce -24.3% | 94,511 | $9.5M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +23.0% | 94,444 | $9.5M |
| Clear Creek Financial Management, LLC | 0.61% | Add +17.0% | 94,120 | $9.5M |
| Malaga Cove Capital, LLC | 2.99% | Add +36.8% | 93,255 | $9.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -6.7% | 93,096 | $9.4M |
| Diversify Advisory Services, LLC | 0.16% | New | 93,042 | $9.4M |
| Diversify Wealth Management, LLC | 0.16% | Reduce -1.3% | 93,042 | $9.4M |
| Madson Wealth Advisors Inc | 6.24% | Add +19.5% | 91,162 | $9.2M |
| Wellspring Financial Advisors, LLC | 0.60% | Reduce -49.5% | 90,999 | $9.2M |
| F/m Investments LLC | 0.46% | New | 89,562 | $9.0M |
| Heritage Wealth Management, Inc./Texas | 3.46% | Add +6.5% | 89,205 | $9.0M |
| Hilltop Holdings Inc. | 0.73% | Reduce -36.0% | 88,854 | $8.9M |
| Momentum Wealth Planning, LLC | 6.77% | New | 88,617 | $8.9M |
| Ashford Capital Management Inc. | 0.95% | New | 87,978 | $8.9M |
| Clearstead Advisors, LLC | 0.08% | Add +0.6% | 87,822 | $8.8M |
| Flow Traders U.S. LLC | 0.36% | New | 86,911 | $8.7M |
| Congress Park Capital LLC | 2.35% | Add +5.8% | 86,572 | $8.7M |
| Capital Investment Advisory Services, LLC | 0.54% | Reduce -0.5% | 86,272 | $8.7M |
| Financial Strategies Group, Inc. | 1.38% | Add +52.0% | 86,079 | $8.7M |
| Integrated Wealth Concepts LLC | 0.06% | Add +23.1% | 85,909 | $8.6M |
| McNamara Financial Services, Inc. | 1.49% | Add +15.3% | 85,854 | $8.6M |
| Blue Trust, Inc. | 0.09% | Add +305.4% | 85,751 | $8.6M |
| NewEdge Wealth, LLC | 0.09% | Add +387.1% | 85,487 | $8.6M |
| GTS Securities LLC | 0.18% | Reduce -31.2% | 85,100 | $8.6M |
| XY Planning Network, Inc. | 1.06% | Add +70.8% | 84,102 | $8.5M |
| Flagship Private Wealth, LLC | 2.98% | Add +1.7% | 83,827 | $8.4M |
| Impact Partnership Wealth, LLC | 0.82% | Reduce -34.1% | 83,663 | $8.4M |
| VanWeelden Wealth Management, LLC | 6.26% | Add +2.5% | 83,635 | $8.4M |
| Chatterton & Associates Inc. | 4.92% | Add +89.3% | 83,239 | $8.4M |
| Founders Financial Securities LLC | 0.43% | Reduce -30.3% | 82,963 | $8.4M |
| Elevation Point Wealth Partners, LLC | 0.15% | Add +19.6% | 82,926 | $8.3M |
| William John Sempolinski | 3.32% | Add +0.3% | 81,790 | $8.2M |
| Cibc World Market Inc. | 0.01% | Add +61.6% | 81,151 | $8.2M |
| VestGen Investment Management | 4.31% | Reduce -14.5% | 80,714 | $8.1M |
| Altiora Financial Group, LLC | 1.27% | Reduce -59.7% | 80,209 | $8.1M |
| MRWM Advisors, LLC | 3.30% | Reduce -5.3% | 79,821 | $8.0M |
| Castle Rock Wealth Management, LLC | 1.55% | Reduce -12.3% | 78,845 | $7.9M |
| Watchman Group, Inc. | 1.76% | Add +16.9% | 78,114 | $7.9M |
| Night Owl Capital Management, LLC | 0.82% | Add +27.7% | 77,949 | $7.8M |
| Studio Investment Management LLC | 1.31% | Reduce -7.2% | 77,073 | $7.8M |
| Advisory Research Inc. | 0.77% | Add +27.6% | 76,730 | $7.7M |
| Sonoma Private Wealth LLC | 8.29% | Reduce -11.4% | 76,672 | $7.7M |
| Gibraltar Capital Management, Inc. | 1.19% | Reduce -21.6% | 76,269 | $7.7M |
| Stratos Wealth Advisors, LLC | 0.42% | Reduce -16.9% | 76,174 | $7.7M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -55.4% | 76,122 | $7.7M |
| First Foundation Advisors | 0.27% | Reduce -20.5% | 75,721 | $7.6M |
| Warren Street Wealth Advisors, LLC | 1.67% | Reduce -7.8% | 73,658 | $7.4M |
| Fiduciary Alliance LLC | 0.50% | Reduce -39.2% | 73,514 | $7.4M |
| PW Nova Financial Services LLC | 1.59% | New | 73,456 | $7.4M |
| Boyum Wealth Architects LLC | 2.92% | Add +48.6% | 73,093 | $7.3M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Add +10.9% | 72,375 | $7.3M |
| Fifth Third Bancorp | 0.01% | Add +2.6% | 72,162 | $7.3M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -32.3% | 71,612 | $7.2M |
| TT Capital Management LLC | 5.60% | Add +1.3% | 71,451 | $7.2M |
| Emprise Bank | 2.64% | Reduce -6.7% | 71,184 | $7.2M |
| West Michigan Advisors, LLC | 1.35% | Add +43.7% | 70,665 | $7.1M |
| Fortis Capital Management LLC | 0.79% | Add +7.0% | 70,162 | $7.1M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +2.2% | 70,012 | $7.0M |
| 17 Capital Partners, LLC | 3.19% | Add +3.0% | 69,782 | $7.0M |
| Mirabella Financial Services LLP | 0.75% | Add +40.0% | 69,700 | $7.0M |
| Prelude Capital Management, LLC | 0.51% | Add +40.0% | 69,700 | $7.0M |
| Belpointe Asset Management LLC | 0.23% | Add +64.7% | 69,517 | $7.0M |
| Sensenig Capital Advisors, Inc | 6.40% | Add +17.8% | 69,495 | $7.0M |
| Arrien Investments, Inc. | 3.51% | Add +3.8% | 69,156 | $7.0M |
| DeLarme Wealth Management, Inc. | 4.04% | Add +5.7% | 69,151 | $7.0M |
| Klein Pavlis & Peasley Financial, Inc. | 3.62% | Add +24.9% | 69,096 | $7.0M |
| Global Retirement Partners, LLC | 0.11% | — | 69,004 | $6.9M |
| Caliber Wealth Management, LLC / KS | 0.67% | Add +11.3% | 68,509 | $6.9M |
| Red Crane Wealth Management, LLC | 5.06% | Add +11.7% | 68,402 | $6.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.13% | Reduce -31.5% | 68,168 | $6.9M |
| Wilmington Savings Fund Society, FSB | 0.15% | Add +8.1% | 67,859 | $6.8M |
| Accurate Wealth Management, LLC | 0.65% | Add +714.8% | 67,432 | $6.8M |
| Horizon Investments, LLC | 0.07% | Reduce -52.4% | 65,591 | $6.6M |
| First Manhattan Co. Llc. | 0.02% | Add +9.2% | 64,129 | $6.5M |
| Heritage Oak Wealth Advisors LLC | 1.90% | Reduce -11.5% | 63,706 | $6.4M |
| Concord Wealth Partners | 0.73% | Add +110.1% | 63,533 | $6.4M |
| Hayek Kallen Investment Management | 1.93% | Add +4.2% | 63,313 | $6.4M |
| Capital Advisors Wealth Management, LLC | 0.75% | Reduce -35.5% | 63,051 | $6.3M |
| Bulwark Capital Corp | 3.56% | Reduce -10.1% | 62,897 | $6.3M |
| Farrow Financial, Inc. | 3.37% | Reduce -22.1% | 62,624 | $6.3M |
| Commonwealth Financial Services, LLC | 0.84% | Add +185.2% | 62,122 | $6.3M |
| Andina Capital Management, LLC | 10.20% | New | 61,745 | $6.2M |
| Fortis Group Advisors, LLC | 0.99% | Add +12.8% | 61,710 | $6.2M |
| National Bank of Canada | 0.01% | Add +4622.0% | 59,781 | $6.0M |
| Invariant Investment Management | 3.52% | Reduce -14.0% | 59,727 | $6.0M |
| Ade, LLC | 2.53% | Reduce -3.9% | 59,477 | $6.0M |
| Greenspring Advisors, LLC | 0.33% | Reduce -8.2% | 59,189 | $6.0M |
| Ridgewood Investments LLC | 2.22% | Reduce -5.9% | 59,037 | $5.9M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +134.6% | 58,705 | $5.9M |
| Ascentis Wealth Management, LLC | 1.00% | Add +49.8% | 58,615 | $5.9M |
| Encompass More Asset Management | 0.86% | Reduce -67.2% | 58,220 | $5.9M |
| Seal Cove Capital, LLC | 4.45% | Reduce -14.6% | 57,726 | $5.8M |
| Compagnie Lombard Odier SCmA | 0.06% | Add +362.6% | 57,690 | $5.8M |
| Evolve Private Wealth, LLC | 0.35% | Reduce -93.1% | 57,481 | $5.8M |
| Signal Advisors Wealth, LLC | 0.30% | Add +0.1% | 57,208 | $5.8M |
| Ackerman Capital Advisors, LLC | 1.16% | Reduce -2.7% | 57,034 | $5.7M |
| Baring Financial LLC | 3.16% | Reduce -0.9% | 56,863 | $5.7M |
| CWA Asset Management Group, LLC | 0.17% | Add +15.4% | 56,432 | $5.7M |
| Strategic Blueprint, LLC | 0.28% | Add +25.2% | 56,257 | $5.7M |
| Archer Investment Corp | 1.08% | Add +68.4% | 55,739 | $5.6M |
| Spire Wealth Management | 0.17% | Add +26.4% | 55,301 | $5.6M |
| SVB Wealth LLC | 0.35% | Add +3.8% | 54,640 | $5.5M |
| Walser Wealth Management Company, A Ltd Liability Co | 2.25% | Reduce -54.2% | 53,721 | $5.4M |
| Sage Rhino Capital LLC | 0.88% | Add +25.4% | 53,320 | $5.4M |
| Buck Wealth Strategies, LLC | 0.56% | Reduce -1.2% | 53,128 | $5.3M |
| Wealthedge Investment Advisors, LLC | 1.82% | Reduce -6.4% | 53,087 | $5.3M |
| Alesco Advisors, LLC, An ESL Co | 0.12% | Reduce -1.9% | 53,010 | $5.3M |
| NBZ Investment Advisors LLC | 2.08% | Add +13.4% | 52,908 | $5.3M |
| US Bancorp \de | 0.01% | Reduce -38.7% | 52,100 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +67.0% | 51,837 | $5.2M |
| Safe Harbor Fiduciary, LLC | 4.06% | Add +83.7% | 51,744 | $5.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -24.1% | 51,477 | $5.2M |
| Marion Wealth Management | 1.06% | Add +5.6% | 51,378 | $5.2M |
| Riverwater Partners LLC | 1.53% | Add +47.5% | 51,281 | $5.2M |
| Slow Capital, Inc. | 0.60% | Add +10.6% | 51,157 | $5.1M |
| Cowa, LLC | 1.39% | Add +10.5% | 51,135 | $5.1M |
| Aaron Wealth Advisors LLC | 0.26% | Reduce -92.1% | 51,038 | $5.1M |
| Safeguard Investment Advisory Group, LLC | 1.17% | Add +213.2% | 50,298 | $5.1M |
| Kohmann Bosshard Financial Services, LLC | 0.43% | Reduce -80.2% | 50,179 | $5.1M |
| Kastel Capital Advisors, LLC | 3.19% | Add +24.1% | 50,044 | $5.0M |
| Caldwell Sutter Capital, Inc. | 1.90% | Add +13.9% | 50,024 | $5.0M |
| BCGM Wealth Management, LLC | 1.06% | Add +202.9% | 49,861 | $5.0M |
| Park Place Capital Corp | 0.79% | Add +0.0% | 49,375 | $5.0M |
| Alterna Wealth Management, Inc. | 2.84% | Add +3.4% | 49,193 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +5.1% | 49,172 | $5.0M |
| Cove Private Wealth, LLC | 0.93% | Add +2.5% | 47,750 | $4.8M |
| Asset One Wealth Management LLC | 0.51% | Add +109.7% | 47,787 | $4.8M |
| Brown Advisory Inc. | 0.01% | Reduce -23.7% | 47,692 | $4.8M |
| CRCM LP | 3.13% | New | 47,241 | $4.8M |
| Maxi Investments CY Ltd | 0.96% | Reduce -94.0% | 47,033 | $4.7M |
| Faithward Advisors, LLC | 0.58% | Reduce -26.6% | 46,854 | $4.7M |
| Clayton Partners LLC | 3.06% | Reduce -4.1% | 46,300 | $4.7M |
| GreatBanc Trust CO | 2.87% | Add +50.8% | 46,033 | $4.6M |
| Arete Wealth Advisors, LLC | 0.31% | Add +63.5% | 45,878 | $4.6M |
| Marathon Capital Management | 0.93% | New | 45,615 | $4.6M |
| Sound Financial Strategies Group, LLC | 2.91% | Reduce -17.2% | 45,544 | $4.6M |
| Assetmark, Inc. | 0.01% | Add +46.8% | 45,149 | $4.5M |
| Platform Technology Partners | 0.74% | Add +209.6% | 44,779 | $4.5M |
| Enhancing Capital LLC | 3.08% | No change | 44,476 | $4.5M |
| Financial Advisory Partners, LLC | 1.16% | Reduce -57.3% | 44,140 | $4.4M |
| Gallagher Fiduciary Advisors, LLC | 0.14% | Add +7.1% | 43,620 | $4.4M |
| World Investment Advisors | 0.07% | Reduce -0.7% | 43,522 | $4.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.21% | New | 43,369 | $4.4M |
| Everstar Asset Management, LLC | 2.08% | Add +39.7% | 42,892 | $4.3M |
| MMBG Investment Advisors Co. | 0.34% | Add +95.2% | 42,825 | $4.3M |
| Chatham Capital Group, Inc. | 0.55% | New | 42,742 | $4.3M |
| Planned Solutions, Inc. | 1.23% | Reduce -4.5% | 42,539 | $4.3M |
| Americana Partners, LLC | 0.10% | Add +3.1% | 42,082 | $4.2M |
| Headinvest, LLC | 0.79% | Reduce -4.3% | 41,992 | $4.2M |
| Fiscal Wisdom Wealth Management, LLC | 3.58% | Add +45.1% | 41,966 | $4.2M |
| Cary Street Partners Financial LLC | 0.09% | Reduce -7.3% | 41,936 | $4.2M |
| PCG Asset Management, LLC | 2.99% | Reduce -5.5% | 41,433 | $4.2M |
| Corient Private Wealth LP | 0.01% | Reduce -75.1% | 41,100 | $4.1M |
| Winthrop Capital Management, LLC | 0.99% | Reduce -7.6% | 40,725 | $4.1M |
| McClarren Financial Advisors, Inc. | 2.12% | Add +3.8% | 40,692 | $4.1M |
| Convergence Financial, LLC | 0.32% | Add +110.2% | 40,237 | $4.1M |
| Nwam LLC | 0.20% | Add +110.4% | 40,200 | $4.0M |
| Sheridan Capital Management, LLC | 1.94% | Add +0.3% | 40,065 | $4.0M |
| 1900 Wealth Management LLC | 0.22% | Add +0.3% | 39,967 | $4.0M |
| Ancora Advisors LLC | 0.08% | Add +64.6% | 39,660 | $4.0M |
| Nuveen, LLC | 0.00% | New | 39,589 | $4.0M |
| Hubbell Strickland Wealth Management, LLC | 1.43% | Reduce -4.2% | 39,486 | $4.0M |
| J. M. Brown & Associates Inc. | 2.27% | — | 39,431 | $4.0M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +37.1% | 39,365 | $4.0M |
| Core Wealth Partners LLC | 1.69% | Reduce -7.1% | 39,327 | $4.0M |
| Stone Loft Wealth Management LLC | 2.25% | Add +84.0% | 39,276 | $3.9M |
| Silver Oak Securities, Incorporated | 0.24% | Add +111.3% | 39,183 | $3.9M |
| Regatta Capital Group, LLC | 0.53% | Add +33.3% | 39,170 | $3.9M |
| Sage Mountain Advisors LLC | 0.24% | Add +5.8% | 38,878 | $3.9M |
| Simplicity Wealth,LLC | 0.13% | Add +116.9% | 38,826 | $3.9M |
| Curi Capital, LLC | 0.06% | Reduce -28.6% | 38,824 | $3.9M |
| Advisors Capital Management, LLC | 0.04% | Reduce -83.8% | 38,812 | $3.9M |
| Waterloo Capital, L.P. | 0.22% | Reduce -43.1% | 38,427 | $3.9M |
| Boomfish Wealth Group, LLC | 1.75% | New | 38,220 | $3.8M |
| Norris Financial Group, LLC | 1.53% | Add +15.5% | 38,154 | $3.8M |
| Jefferies Financial Group Inc. | 0.04% | New | 37,951 | $3.8M |
| Cornerstone Enterprises, LLC | 1.73% | Reduce -7.3% | 37,691 | $3.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.10% | Add +57.0% | 37,385 | $3.8M |
| Successful Portfolios LLC | 1.74% | Add +12.2% | 37,156 | $3.7M |
| Prudent Investors Network, Inc. | 0.72% | Add +55.1% | 36,975 | $3.7M |
| Strategic Advisors LLC | 0.81% | Reduce -46.6% | 36,865 | $3.7M |
| Altura Wealth Advisors Inc. | 1.24% | Add +55.3% | 36,407 | $3.7M |
| Epacria Capital Partners, LLC | 2.82% | Add +2.5% | 36,230 | $3.6M |
| Kennon-Green & Company, LLC | 2.84% | Add +741.6% | 36,180 | $3.6M |
| Heck Capital Advisors, LLC | 0.22% | Reduce -13.9% | 35,829 | $3.6M |
| Tactive Advisors, LLC | 0.87% | Add +34.1% | 35,087 | $3.5M |
| Values First Advisors, Inc. | 1.61% | Add +2.9% | 35,077 | $3.5M |
| Leicht Financial Planning & Wealth Management, Inc. | 1.44% | Reduce -20.4% | 34,973 | $3.5M |
| Flagship Wealth Advisors, LLC | 0.79% | New | 34,910 | $3.5M |
| Allied Private Wealth LLC | 2.25% | — | 34,899 | $3.5M |
| Citizens Financial Group Inc. | 0.04% | Add +74.2% | 34,757 | $3.5M |
| Spectrum Strategic Capital Management, LLC | 1.73% | Reduce -0.1% | 34,711 | $3.5M |
| Kingswood Wealth Advisors, LLC | 0.14% | Reduce -70.5% | 34,696 | $3.5M |
| Goelzer Investment Management, Inc. | 0.15% | Add +1.2% | 34,659 | $3.5M |
| Claro Advisors Inc. | 0.37% | Reduce -5.1% | 34,632 | $3.5M |
| First Heartland Consultants, Inc. | 0.22% | Add +231.6% | 34,325 | $3.5M |
| Fiduciary Financial Advisors | 0.35% | Add +668.2% | 34,362 | $3.5M |
| Greenwich Wealth Management LLC | 0.13% | Reduce -77.7% | 34,126 | $3.4M |
| Seven Bridges Advisors LLC | 1.64% | — | 33,830 | $3.4M |
| United Advisor Group, LLC | 0.36% | Add +90.1% | 33,799 | $3.4M |
| Vista Investment Partners Ii, LLC | 1.33% | New | 33,614 | $3.4M |
| Kelleher Financial Advisors | 0.48% | Add +5373.3% | 33,551 | $3.4M |
| Blume Capital Management, Inc. | 0.50% | Reduce -20.0% | 33,401 | $3.4M |
| SwitchPoint Financial Planning, LLC | 1.94% | Add +13.8% | 33,369 | $3.4M |
| IFG Advisory, LLC | 0.12% | New | 32,886 | $3.3M |
| Daybright Advisory Services, Inc. | 0.79% | Reduce -5.5% | 32,834 | $3.3M |
| Armstrong Advisory Group, Inc. | 0.20% | Reduce -27.6% | 32,657 | $3.3M |
| Kintra Wealth, LLC | 0.17% | Add +11.9% | 32,495 | $3.3M |
| Dimension Capital Management LLC | 0.38% | New | 32,393 | $3.3M |
| Inspire Advisors, LLC | 0.23% | Add +10.9% | 32,340 | $3.3M |
| Next Level Wealth Planning, LLC | 1.43% | Reduce -8.7% | 32,323 | $3.3M |
| Golden State Wealth Management, LLC | 0.30% | Reduce -11.8% | 32,310 | $3.3M |
| Intrua Financial, LLC | 0.31% | Add +7.8% | 32,194 | $3.2M |
| Discipline Wealth Solutions, LLC | 0.28% | Reduce -40.8% | 32,192 | $3.2M |
| J. Safra Sarasin Holding AG | 0.05% | No change | 32,184 | $3.2M |
| Drake & Associates, LLC | 0.54% | Reduce -6.0% | 31,884 | $3.2M |
| Apriem Advisors | 0.28% | Reduce -78.4% | 31,870 | $3.2M |
| Members Wealth LLC | 1.75% | Add +37.2% | 31,650 | $3.2M |
| Horizon Family Wealth, Inc. | 1.45% | Add +28.3% | 31,626 | $3.2M |
| Johnson Investment Counsel Inc. | 0.02% | Add +182.9% | 31,616 | $3.2M |
| Shufro Rose & Co. LLC | 0.18% | Reduce -12.6% | 31,141 | $3.1M |
| Cura Wealth Advisors, LLC | 1.33% | Add +5.2% | 31,041 | $3.1M |
| Uhlmann Price Securities, LLC | 0.12% | New | 31,026 | $3.1M |
| Lantz Financial LLC | 0.57% | Add +114.2% | 30,808 | $3.1M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +6.7% | 30,700 | $3.1M |
| McAdam, LLC | 0.12% | Add +9.7% | 30,659 | $3.1M |
| Gateway Wealth Partners, LLC | 0.18% | Reduce -50.5% | 30,214 | $3.0M |
| McLean Asset Management Corp | 0.40% | New | 30,142 | $3.0M |
| Sulzberger Capital Advisors, Inc. | 2.96% | Reduce -23.4% | 30,131 | $3.0M |
| Topor & Co. Korea | 2.39% | Add +26.2% | 30,089 | $3.0M |
| Rose Capital Advisors LLC | 1.62% | — | 30,073 | $3.0M |
| Rochester Wealth Strategies, LLC | 1.67% | Reduce -7.8% | 29,902 | $3.0M |
| Maseco LLP | 0.08% | Reduce -23.4% | 29,574 | $3.0M |
| Fort Point Capital Partners LLC | 0.32% | Reduce -22.9% | 29,393 | $3.0M |
| RiverFront Investment Group, LLC | 0.04% | Add +271.4% | 29,196 | $2.9M |
| Compass Financial Management LLC | 0.36% | — | 29,110 | $2.9M |
| Vienna Asset Management LLC | 2.08% | Reduce -38.9% | 29,014 | $2.9M |
| IFC Advisors LLC | 0.37% | Add +553.4% | 29,006 | $2.9M |
| True Link Financial Advisors, LLC | 0.17% | Reduce -21.4% | 29,000 | $2.9M |
| Baron Silver Stevens Financial Advisors, LLC | 0.37% | Add +38.0% | 28,885 | $2.9M |
| Strategic Financial Concepts, LLC | 0.86% | Reduce -29.3% | 28,865 | $2.9M |
| Essential Partners LLC | 1.33% | Add +10.7% | 28,700 | $2.9M |
| Smith, Moore & Co. | 0.19% | Add +7.0% | 28,695 | $2.9M |
| Phil A. Younker & Associates, Ltd. | 1.94% | Reduce -2.8% | 28,573 | $2.9M |
| Private Client Services, LLC | 0.75% | Reduce -18.9% | 28,407 | $2.9M |
| HighPoint Advisor Group LLC | 0.10% | Add +15.7% | 28,226 | $2.8M |
| Bayshore Asset Management, LLC | 1.02% | Reduce -8.8% | 28,225 | $2.8M |
| Private Management Group Inc. | 0.07% | Reduce -27.2% | 28,144 | $2.8M |
| Meridian Wealth Management, LLC | 0.09% | Add +1.1% | 28,041 | $2.8M |
| Sjbenen Advisory, LLC | 1.68% | Reduce -20.9% | 27,935 | $2.8M |
| Midwest Financial Partners Investments, Inc. | 1.16% | Reduce -17.0% | 27,825 | $2.8M |
| Ackerman Asset Management, LLC | 1.67% | Reduce -2.8% | 27,726 | $2.8M |
| Zacks Investment Management | 0.02% | Reduce -16.8% | 27,691 | $2.8M |
| Kane Investment Management, Inc. | 1.18% | Add +34.9% | 27,497 | $2.8M |
| Addison Capital Co | 0.45% | Reduce -4.1% | 27,422 | $2.8M |
| Jane Street Group, LLC | 0.00% | Reduce -43.6% | 27,373 | $2.8M |
| Smith Partners Wealth Management, LLC | 2.19% | Reduce -47.1% | 27,315 | $2.7M |
| Scott & Selber, Inc. | 0.58% | Reduce -3.3% | 27,257 | $2.7M |
| Parallel Advisors, LLC | 0.04% | Reduce -5.7% | 27,204 | $2.7M |
| Sigma Planning Corp | 0.07% | Reduce -61.0% | 27,192 | $2.7M |
| Finley Financial, LLC | 1.10% | Add +17.5% | 27,174 | $2.7M |
| V2 Financial group LLC | 1.01% | Add +326.5% | 27,034 | $2.7M |
| Kovack Advisors, Inc. | 0.13% | Add +13.2% | 26,921 | $2.7M |
| Bouvel Investment Partners, LLC | 0.61% | New | 26,801 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -41.5% | 26,784 | $2.7M |
| Beacon Financial Group | 0.24% | Reduce -36.7% | 26,658 | $2.7M |
| New Harbor Financial Group, LLC | 0.43% | Reduce -24.1% | 26,636 | $2.7M |
| Professional Financial Management, Inc. | 2.72% | Reduce -2.1% | 26,608 | $2.7M |
| Ethos Financial Group, LLC | 0.18% | Reduce -3.9% | 26,588 | $2.7M |
| Realta Investment Advisors | 0.83% | Add +8.4% | 26,545 | $2.7M |
| WealthCollab, LLC | 0.96% | Add +15.4% | 26,328 | $2.7M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -3.3% | 26,293 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -2.4% | 26,286 | $2.6M |
| Wisconsin Capital Management LLC | 1.25% | Add +4.4% | 26,251 | $2.6M |
| Foster & Motley Inc. | 0.12% | Add +62.7% | 26,114 | $2.6M |
| Transamerica Financial Advisors, LLC | 0.22% | Reduce -8.5% | 25,817 | $2.6M |
| ZWJ Investment Counsel Inc. | 0.08% | Add +39.6% | 25,664 | $2.6M |
| Capital Advantage, Inc. | 0.31% | Add +31.8% | 25,587 | $2.6M |
| Latko Wealth Management, Ltd. | 1.09% | New | 25,543 | $2.6M |
| WCG Wealth Advisors LLC | 0.06% | New | 25,196 | $2.5M |
| Town Capital LLC | 1.60% | New | 25,128 | $2.5M |
| Axis Wealth Partners, LLC | 1.21% | Add +47.6% | 25,049 | $2.5M |
| FMR LLC | 0.00% | Add +174.4% | 25,039 | $2.5M |
| Redhawk Wealth Advisors, Inc. | 0.25% | Add +179.5% | 24,908 | $2.5M |
| Oak Harvest Investment Services | 0.23% | Reduce -1.9% | 24,882 | $2.5M |
| Plancorp, LLC | 0.06% | Reduce -49.0% | 24,792 | $2.5M |
| Zhang Financial LLC | 0.07% | Reduce -8.5% | 24,540 | $2.5M |
| Cedarwood Wealth LLC | 1.87% | New | 24,526 | $2.5M |
| Holos Integrated Wealth LLC | 1.15% | Reduce -18.2% | 24,558 | $2.5M |
| Nilsine Partners, LLC | 0.17% | Reduce -9.8% | 24,477 | $2.5M |
| Crane Advisory, LLC | 0.35% | Add +24.1% | 24,384 | $2.5M |
| Private Trust Co. NA | 0.20% | Add +44.3% | 24,333 | $2.4M |
| CoreCap Advisors, LLC | 0.07% | Add +20.5% | 24,327 | $2.4M |
| Choate Investment Advisors | 0.04% | Reduce -7.4% | 24,143 | $2.4M |
| Lincoln Capital Corp. | 0.79% | Add +681.5% | 24,062 | $2.4M |
| Sprott Inc. | 0.08% | Add +151.5% | 23,858 | $2.4M |
| Financial Planning Hawaii, Inc. | 1.29% | Reduce -1.1% | 23,813 | $2.4M |
| Dunhill Financial, LLC | 0.49% | Add +301.9% | 23,808 | $2.4M |
| Wall Capital Group, Inc. | 1.95% | Add +15.6% | 23,632 | $2.4M |
| CreativeOne Wealth, LLC | 0.05% | Add +164.3% | 23,621 | $2.4M |
| Harbor Asset Planning, Inc. | 1.77% | Add +7.5% | 23,476 | $2.4M |
| Norris Perne & French LLP | 0.10% | Add +3.4% | 23,422 | $2.4M |
| Perennial Investment Advisors, LLC | 0.16% | Add +5.9% | 23,403 | $2.4M |
| Sfmg, LLC | 0.14% | Add +51.9% | 23,359 | $2.4M |
| OceanIQ Capital, LLC | 1.41% | — | 23,020 | $2.3M |
| Keystone Financial Group, Inc. | 1.21% | Reduce -87.3% | 22,958 | $2.3M |
| Creative Financial Designs Inc. | 0.11% | Add +82.1% | 22,491 | $2.3M |
| Invst, LLC | 0.22% | Add +11.6% | 22,345 | $2.2M |
| Quartz Partners, LLC | 0.73% | Add +34.5% | 22,180 | $2.2M |
| Panoramic Capital Partners, LLC | 1.05% | Reduce -30.4% | 21,993 | $2.2M |
| Walker Asset Management, LLC | 1.11% | Add +30.9% | 21,815 | $2.2M |
| Lanark Financial, Inc. | 0.15% | Reduce -39.6% | 21,805 | $2.2M |
| Talisman Wealth Advisors LLC | 1.63% | Add +137.7% | 21,782 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +51.0% | 21,333 | $2.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +44.0% | 21,333 | $2.1M |
| GatePass Capital, LLC | 0.83% | Reduce -6.2% | 21,250 | $2.1M |
| Uptick Partners, LLC | 0.33% | New | 21,214 | $2.1M |
| Adaptive Financial Consulting, LLC | 0.75% | No change | 21,150 | $2.1M |
| Hunter Associates Investment Management LLC | 0.24% | Reduce -10.4% | 20,921 | $2.1M |
| Steele Capital Management, Inc. | 0.08% | Add +19.5% | 20,973 | $2.1M |
| Glen Eagle Advisors, LLC | 0.27% | Reduce -16.2% | 20,961 | $2.1M |
| Beacon Capital Management, LLC | 0.31% | Reduce -11.7% | 20,961 | $2.1M |
| Frederick Financial Consultants, LLC | 0.90% | Add +96.9% | 20,958 | $2.1M |
| Shepherd Kaplan Krochuk, LLC | 1.67% | Add +1.1% | 20,910 | $2.1M |
| Peapod Lane Capital LLC | 1.42% | Add +4.5% | 20,900 | $2.1M |
| IHT Wealth Management, LLC | 0.04% | Add +16.8% | 20,844 | $2.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -45.3% | 20,714 | $2.1M |
| Matters Capital LLC | 1.46% | Reduce -5.9% | 20,698 | $2.1M |
| Friedenthal Financial | 0.96% | Reduce -66.6% | 20,609 | $2.1M |
| Berger Financial Group, Inc | 0.11% | Reduce -3.1% | 20,480 | $2.1M |
| Trailhead Planners LLC | 1.99% | Reduce -44.0% | 20,449 | $2.1M |
| Ewa, LLC | 0.38% | Add +81.4% | 20,438 | $2.1M |
| Advisory Alpha, LLC | 0.05% | Add +21.9% | 20,304 | $2.0M |
| Principal Securities, Inc. | 0.02% | Reduce -1.3% | 20,243 | $2.0M |
| Murchinson Ltd. | 0.98% | No change | 19,881 | $2.0M |
| Aspen Investment Management Inc | 0.53% | Add +13.4% | 19,743 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +368.0% | 19,675 | $2.0M |
| Mosaic Family Wealth Partners, LLC | 0.13% | New | 19,602 | $2.0M |
| Chicago Partners Investment Group LLC | 0.04% | Add +79.1% | 19,597 | $2.0M |
| Parkside Financial Bank & Trust | 0.13% | Reduce -38.1% | 19,451 | $2.0M |
| Traub Capital Management LLC | 1.75% | Add +6.7% | 19,437 | $2.0M |
| Old Mission Capital LLC | 0.05% | New | 19,414 | $2.0M |
| Verdence Capital Advisors LLC | 0.10% | Add +96.2% | 19,270 | $1.9M |
| Provident Investment Management, Inc. | 0.19% | Add +16.7% | 19,181 | $1.9M |
| Quadrant Private Wealth Management, LLC | 0.42% | Add +79.0% | 18,803 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.17% | Reduce -51.6% | 18,784 | $1.9M |
| Roundview Capital LLC | 0.10% | No change | 18,769 | $1.9M |
| Forefront Wealth Partners, LLC | 0.58% | New | 18,715 | $1.9M |
| Wesbanco Bank Inc. | 0.05% | Reduce -36.5% | 18,616 | $1.9M |
| Triumph Capital Management | 0.34% | Add +23.0% | 18,611 | $1.9M |
| Barnes Pettey Financial Advisors, LLC | 0.59% | Add +46.1% | 18,601 | $1.9M |
| 4WEALTH Advisors, Inc. | 1.44% | Add +1.7% | 18,595 | $1.9M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -1.4% | 18,593 | $1.9M |
| AssuredPartners Investment Advisors, LLC | 0.18% | Reduce -16.3% | 18,444 | $1.9M |
| Oakwell Private Wealth Management, LLC | 0.31% | Reduce -50.4% | 18,405 | $1.9M |
| Evermay Wealth Management LLC | 0.19% | Reduce -60.3% | 18,318 | $1.8M |
| Breakthru Advisory Services, LLC | 6.18% | Reduce -7.3% | 18,280 | $1.8M |
| Petros Family Wealth, LLC | 1.12% | Add +155.9% | 18,179 | $1.8M |
| Florida Financial Advisors, LLC | 0.31% | Add +25.6% | 18,031 | $1.8M |
| Pacific Park Financial, Inc. | 1.04% | Add +19.7% | 17,839 | $1.8M |
| Investment Advisory Services Group LLC | 1.30% | Add +13.1% | 17,628 | $1.8M |
| Navalign, LLC | 0.41% | Reduce -37.6% | 17,602 | $1.8M |
| Quadcap Wealth Management, LLC | 0.17% | Add +489.0% | 17,558 | $1.8M |
| Sloy Dahl & Holst, LLC | 0.22% | New | 17,417 | $1.8M |
| Alta Wealth Advisors LLC | 0.48% | Add +0.4% | 17,413 | $1.8M |
| Approach Retirement Advisors, LLC | 1.27% | New | 17,325 | $1.7M |
| Avior Wealth Management, LLC | 0.05% | Add +15.8% | 17,260 | $1.7M |
| Attessa Capital LLC | 0.78% | Add +65.7% | 17,235 | $1.7M |
| Procyon Advisors, LLC | 0.07% | Reduce -4.3% | 17,210 | $1.7M |
| Pacific Point Advisors, LLC | 0.78% | Reduce -4.5% | 17,058 | $1.7M |
| Northern Trust Corp. | 0.00% | Add +53.7% | 17,021 | $1.7M |
| Andrews Advisory Associates, LLC | 0.82% | Add +20.3% | 16,971 | $1.7M |
| Daviman Financial, LLC | 0.94% | Reduce -29.2% | 16,942 | $1.7M |
| Valued Wealth Advisors LLC | 0.62% | New | 16,912 | $1.7M |
| Freestate Advisors LLC | 1.27% | Add +76.0% | 16,906 | $1.7M |
| Modern Wealth Management, LLC | 0.02% | Reduce -43.9% | 16,888 | $1.7M |
| Steinberganna Wealth Management | 0.69% | Reduce -27.6% | 16,820 | $1.7M |
| Sovran Advisors, LLC | 0.13% | Add +113.1% | 16,759 | $1.7M |
| Citizens National Bank Trust Department | 0.25% | Reduce -3.5% | 16,650 | $1.7M |
| Ascentis Independent Advisors | 4.49% | Reduce -80.9% | 16,562 | $1.7M |
| LPWM LLC | 0.37% | Add +212.1% | 16,528 | $1.7M |
| Bravias Capital Group, LLC | 0.98% | Add +1.2% | 16,408 | $1.7M |
| Factor Wealth Management LTD | 0.25% | Reduce -34.2% | 16,286 | $1.6M |
| Access Financial Services, Inc. | 0.54% | Add +24.5% | 16,259 | $1.6M |
| Visionary Wealth Advisors | 0.06% | Add +406.4% | 16,255 | $1.6M |
| Fiduciary Trust Co | 0.02% | Add +0.6% | 16,207 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.20% | Add +1.4% | 16,105 | $1.6M |
| MSH Capital Advisors LLC | 0.28% | Add +14.9% | 16,096 | $1.6M |
| UMB Bank, n.a. | 0.02% | Reduce -10.8% | 16,082 | $1.6M |
| Bond & Devick Financial Network, Inc. | 0.40% | No change | 16,057 | $1.6M |
| Emerald Advisors, LLC | 0.20% | Add +24.4% | 15,992 | $1.6M |
| SteelPeak Wealth, LLC | 0.04% | New | 15,948 | $1.6M |
| Jim Saulnier & Associates, LLC | 0.64% | Reduce -27.2% | 15,718 | $1.6M |
| Guidance Capital, Inc. | 0.34% | Add +4.8% | 15,688 | $1.6M |
| Consolidated Capital Management, LLC | 0.42% | Add +20.6% | 15,608 | $1.6M |
| Victory Financial Group, LLC | 0.16% | Reduce -4.7% | 15,575 | $1.6M |
| Freestone Capital Holdings, LLC | 0.04% | Add +357.6% | 15,352 | $1.5M |
| Clarus Group, Inc. | 0.52% | Reduce -52.9% | 15,328 | $1.5M |
| St Germain D J Co. Inc. | 0.06% | Reduce -11.1% | 15,324 | $1.5M |
| Vista Investment Management | 0.46% | Reduce -10.0% | 15,250 | $1.5M |
| MW Advisory, LLC | 0.61% | — | 15,187 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.13% | Add +48.0% | 15,165 | $1.5M |
| Gradient Capital Advisors, LLC | 0.35% | Add +53.7% | 15,154 | $1.5M |
| NWF Advisory Services Inc. | 0.14% | Add +95.1% | 15,117 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 15,000 | $1.5M |
| Commerce Bank | 0.01% | Add +0.1% | 14,948 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.30% | New | 14,812 | $1.5M |
| Diversified Portfolios, Inc. | 0.11% | Reduce -2.7% | 14,708 | $1.5M |
| Old Mission Investment Co LLC | 0.31% | Add +35.4% | 14,668 | $1.5M |
| Altus Wealth Group LLC | 0.53% | Reduce -19.5% | 14,617 | $1.5M |
| Aegis Wealth Management LLC | 0.69% | Add +143.1% | 14,584 | $1.5M |
| Wealth Architects, LLC | 0.12% | Reduce -28.9% | 14,575 | $1.5M |
| Whittier Trust Co. | 0.01% | Add +1.2% | 14,494 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.4% | 14,383 | $1.4M |
| Range Advisory, LLC | 0.17% | Add +28.9% | 14,343 | $1.4M |
| Avestar Capital, LLC | 0.09% | Add +27.5% | 14,311 | $1.4M |
| Shah Wealth Advisors, LLC | 0.33% | — | 14,281 | $1.4M |
| Opus Capital Group, LLC | 0.14% | Reduce -33.4% | 14,246 | $1.4M |
| Geneva Partners, LLC | 0.38% | Add +9.7% | 14,239 | $1.4M |
| Caerus Investment Advisors, LLC | 0.48% | New | 14,193 | $1.4M |
| Independent Wealth Network Inc. | 0.36% | Add +2.4% | 14,115 | $1.4M |
| Whalen Wealth Management Inc. | 0.64% | Add +5.3% | 14,099 | $1.4M |
| Midway Capital Research & Management | 1.13% | Reduce -1.7% | 14,096 | $1.4M |
| Confluence Wealth Services, Inc. | 0.04% | New | 14,091 | $1.4M |
| Financial Guidance Group, Inc. | 0.53% | Add +66.9% | 14,088 | $1.4M |
| Intelligent Financial Strategies | 0.68% | Add +1.8% | 14,045 | $1.4M |
| Retirement Capital Strategies | 0.49% | Add +3.9% | 13,908 | $1.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.95% | Reduce -7.2% | 13,903 | $1.4M |
| Timmons Wealth Management, LLC | 1.01% | Add +53.6% | 13,725 | $1.4M |
| Northstar Group, Inc. | 0.18% | Reduce -3.9% | 13,704 | $1.4M |
| Phillips Wealth Planners LLC | 1.01% | Reduce -10.8% | 13,640 | $1.4M |
| Strive Financial Group ,LLC | 0.59% | Reduce -14.6% | 13,583 | $1.4M |
| Focus Financial Network, Inc. | 0.04% | Add +3.6% | 13,365 | $1.3M |
| Clear Wave Wealth Management LLC | 0.30% | Reduce -1.6% | 13,281 | $1.3M |
| Sierra Legacy Group | 1.03% | Reduce -1.5% | 13,266 | $1.3M |
| Nottingham Advisors, Inc. | 0.16% | Reduce -34.5% | 8,646 | $1.3M |
| Acorn Wealth Advisors, LLC | 0.32% | Add +413.1% | 13,206 | $1.3M |
| FSM Wealth Advisors, LLC | 0.14% | Add +0.8% | 13,175 | $1.3M |
| LFA - Lugano Financial Advisors SA | 0.80% | Reduce -23.0% | 13,185 | $1.3M |
| HHM Wealth Advisors, LLC | 0.13% | Reduce -18.9% | 13,007 | $1.3M |
| Choreo, LLC | 0.01% | Add +17.9% | 12,986 | $1.3M |
| BankChampaign, National Association | 1.00% | New | 12,949 | $1.3M |
| Bright Financial Advisors, Inc. | 0.55% | Reduce -6.4% | 12,947 | $1.3M |
| CPR Investments Inc. | 1.00% | Reduce -69.9% | 12,876 | $1.3M |
| Guardian Financial Partners, LLC | 0.50% | Reduce -2.3% | 12,798 | $1.3M |
| Evergreen Wealth Partners LLC | 0.77% | New | 12,765 | $1.3M |
| Ycg, LLC | 0.11% | Add +10.9% | 12,718 | $1.3M |
| Crews Bank & Trust | 0.17% | Reduce -6.8% | 12,715 | $1.3M |
| Alpha Financial Partners LLC | 0.67% | Reduce -45.8% | 12,673 | $1.3M |
| Aire Advisors, LLC | 0.21% | No change | 12,614 | $1.3M |
| Angeles Wealth Management, LLC | 0.06% | Add +116.7% | 12,487 | $1.3M |
| Raleigh Capital Management Inc. | 0.40% | Add +167.3% | 12,418 | $1.3M |
| Anchor Bay Capital, Inc. | 0.67% | — | 12,362 | $1.2M |
| Cypress Wealth Services, LLC | 0.15% | Add +236.9% | 12,340 | $1.2M |
| Freedom Day Solutions, LLC | 0.27% | New | 12,281 | $1.2M |
| Trustmark Bank Trust Department | 0.07% | Add +118.9% | 12,184 | $1.2M |
| Mirador Capital Partners LP | 0.15% | New | 12,182 | $1.2M |
| Magnus Financial Group LLC | 0.09% | New | 12,152 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -1.7% | 12,109 | $1.2M |
| Andrews, Lucia Wealth Management LLC | 0.63% | Add +323.0% | 11,870 | $1.2M |
| Turn8 Private Wealth Inc. | 0.80% | Reduce -43.1% | 11,865 | $1.2M |
| Wealthquest Corp | 0.07% | Add +2.4% | 11,806 | $1.2M |
| New Wave Wealth Advisors LLC | 0.32% | Add +1.1% | 11,804 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +27.4% | 11,720 | $1.2M |
| Ameriflex Group, Inc. | 0.48% | Add +32.2% | 11,708 | $1.2M |
| Bison Wealth, LLC | 0.11% | Add +413.5% | 11,642 | $1.2M |
| Cerity Partners OCIO LLC | 0.06% | New | 11,610 | $1.2M |
| Webster Bank, N. A. | 0.10% | Add +1183.3% | 11,550 | $1.2M |
| Stillwater Private Wealth, LLC | 0.76% | Reduce -26.4% | 11,549 | $1.2M |
| American Alpha Advisors, LLC | 0.68% | New | 11,385 | $1.1M |
| Becker Capital Management Inc. | 0.03% | Add +246.2% | 11,358 | $1.1M |
| RMR Wealth Builders | 0.07% | Add +254.0% | 11,353 | $1.1M |
| Secure Asset Management, LLC | 0.16% | Reduce -0.6% | 11,275 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -13.8% | 11,263 | $1.1M |
| True Freedom Investing, LLC | 0.09% | No change | 11,244 | $1.1M |
| RHS Financial, LLC | 0.45% | Add +41.8% | 11,159 | $1.1M |
| Ramiah Investment Group | 0.86% | Add +0.5% | 11,142 | $1.1M |
| Hobbs Group Advisors, LLC | 0.29% | Add +4.8% | 11,136 | $1.1M |
| Evanson Financial, LLC | 0.05% | — | 11,111 | $1.1M |
| LJI Wealth Management, LLC | 0.16% | Add +37.0% | 11,109 | $1.1M |
| EP Wealth Advisors, LLC | 0.00% | Add +43.3% | 11,075 | $1.1M |
| Exit Wealth Advisors, LLC. | 0.51% | Reduce -87.8% | 11,046 | $1.1M |
| Collier Financial | 0.76% | Reduce -7.0% | 11,024 | $1.1M |
| Costello Asset Management, INC | 0.33% | Reduce -21.7% | 10,953 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.30% | Reduce -15.9% | 10,921 | $1.1M |
| Aurora Investment Managers, LLC. | 0.67% | New | 10,869 | $1.1M |
| Harbour Investments, Inc. | 0.01% | Add +11.1% | 10,864 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.10% | Reduce -9.2% | 10,854 | $1.1M |
| WESPAC Advisors, LLC | 0.53% | Reduce -87.0% | 10,825 | $1.1M |
| Stonebrook Private Inc. | 0.20% | Reduce -58.6% | 10,802 | $1.1M |
| Global Assets Advisory, LLC | 0.24% | Reduce -11.5% | 10,755 | $1.1M |
| Foundry Financial LLC | 0.36% | Reduce -12.3% | 10,646 | $1.1M |
| Widmann Financial Services, Inc. | 0.57% | Reduce -10.5% | 10,623 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -1.4% | 10,579 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Add +11.9% | 10,541 | $1.1M |
| Regal Investment Advisors LLC | 0.06% | Add +87.3% | 10,510 | $1.1M |
| LWM Advisory Services, LLC | 1.88% | Reduce -9.9% | 10,441 | $1.1M |
| Winthrop Advisory Group LLC | 0.07% | New | 10,400 | $1.0M |
| Entelevest, LLC | 0.91% | Reduce -0.7% | 10,334 | $1.0M |
| Centennial Wealth Advisory LLC | 0.22% | Reduce -5.1% | 10,220 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -97.6% | 10,190 | $1.0M |
| Objective Capital Management, LLC | 0.91% | Reduce -8.9% | 10,150 | $1.0M |
| Beto Financial Group, LLC | 0.53% | Reduce -37.3% | 10,061 | $1.0M |
| Parkway Wealth Management Group, LLC | 0.12% | Reduce -98.0% | 10,051 | $1.0M |
| CAP Partners, LLC | 0.49% | Reduce -18.8% | 10,018 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.2% | 10,001 | $1.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 10,000 | $1.0M |
| Waystone Advisors LLC | 0.75% | Reduce -20.8% | 9,954 | $1.0M |
| BIP Wealth, LLC | 0.03% | New | 9,949 | $1.0M |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -6.6% | 9,800 | $987K |
| Csenge Advisory Group | 0.04% | Add +41.6% | 9,723 | $979K |
| Evolution Wealth Management Inc. | 0.57% | Reduce -36.4% | 9,634 | $970K |
| Advyzon Investment Management, LLC | 0.07% | Add +78.5% | 9,621 | $969K |
| Burney Co./ | 0.03% | New | 9,610 | $967K |
| L.K. Benson & Company, P.C. | 0.29% | Add +6.2% | 9,602 | $967K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 9,599 | $966K |
| Diversified Enterprises, LLC | 0.05% | Reduce -48.9% | 9,580 | $964K |
| Brickley Wealth Management | 0.14% | Add +6.3% | 9,560 | $962K |
| Fullerton Advisors, LLC | 0.90% | Reduce -27.1% | 9,559 | $962K |
| Mayport, LLC | 0.15% | Add +58.6% | 9,559 | $962K |
| First American Bank | 0.05% | Add +104.8% | 9,532 | $960K |
| Aureum Wealth Management, LLC | 0.59% | Reduce -45.0% | 9,505 | $957K |
| Brown Miller Wealth Management, LLC | 0.24% | Add +73.9% | 9,478 | $954K |
| Core Wealth Advisors, Inc. | 0.19% | Add +69.6% | 9,379 | $944K |
| Sellwood Investment Partners LLC | 0.33% | Add +0.9% | 9,314 | $938K |
| Ssi Investment Management LLC | 0.32% | No change | 9,197 | $926K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -9.0% | 9,142 | $920K |
| Arnold Financial Planning LLC | 0.68% | Add +35.3% | 9,062 | $912K |
| Rothschild Investment LLC | 0.03% | Reduce -6.6% | 9,030 | $909K |
| Josh Arnold Investment Consultant, LLC | 0.57% | New | 9,000 | $906K |
| Columbia Advisory Partners LLC | 0.50% | New | 8,993 | $905K |
| Buckhead Capital Management LLC | 0.31% | Add +138.5% | 8,973 | $903K |
| Salomon & Ludwin, LLC | 0.07% | Reduce -1.2% | 8,978 | $901K |
| Alpha Zero LLC | 0.34% | Reduce -34.6% | 8,944 | $899K |
| Essex Financial Services, Inc. | 0.04% | Add +34.4% | 8,888 | $895K |
| Blair William & Co. | 0.00% | Reduce -91.5% | 8,882 | $894K |
| Ballast Advisors LLC | 0.21% | New | 8,637 | $869K |
| Semper Augustus Investments | 0.10% | Reduce -13.6% | 8,570 | $863K |
| Rock Point Advisors, LLC | 0.21% | Add +62.2% | 8,515 | $857K |
| Pacifica Partners Inc. | 0.26% | Add +3.9% | 8,519 | $856K |
| OakTrust Wealth Advisors, LLC | 0.74% | Add +1.4% | 8,488 | $854K |
| Fortitude Advisory Group L.L.C. | 0.33% | Reduce -22.0% | 8,473 | $853K |
| Sincerus Advisory, LLC | 0.58% | Add +39.4% | 8,464 | $852K |
| Professional Financial Advisors, LLC | 0.15% | Reduce -7.1% | 8,443 | $850K |
| Capital Planning LLC | 0.25% | Reduce -0.6% | 8,413 | $847K |
| Moisand Fitzgerald Tamayo, LLC | 0.08% | Add +0.9% | 8,408 | $846K |
| Serenus Wealth Advisors, LLC | 0.15% | Reduce -14.2% | 8,383 | $844K |
| LiftPoint Family Wealth Advisors LLC | 0.57% | Add +76.9% | 8,358 | $841K |
| Legacy Edge Advisors, LLC | 0.08% | Reduce -2.9% | 8,324 | $838K |
| WorthPointe, LLC | 0.21% | Add +23.2% | 8,306 | $836K |
| Waycross Investment Management Co | 0.63% | Reduce -12.7% | 8,248 | $830K |
| Argent Trust Co | 0.02% | Reduce -34.9% | 8,244 | $830K |
| West Wealth Group, LLC | 0.13% | Add +7.3% | 8,093 | $815K |
| Prostatis Group LLC | 0.19% | Reduce -22.2% | 8,092 | $815K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.2% | 8,060 | $811K |
| Briggs Wealth Management, Inc | 0.73% | Reduce -9.9% | 7,997 | $805K |
| Meredith Wealth Planning | 0.19% | Add +0.9% | 7,929 | $798K |
| Grantvest Financial Group LLC | 0.46% | Add +20.6% | 7,886 | $794K |
| GK Wealth Management LLC | 0.48% | New | 7,806 | $786K |
| Operose Advisors LLC | 0.15% | No change | 7,800 | $785K |
| Balboa Wealth Partners | 0.11% | Reduce -13.9% | 7,768 | $782K |
| Kesler, Norman & Wride, LLC | 0.12% | New | 7,763 | $782K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -0.0% | 7,664 | $772K |
| RDA Financial Network | 0.17% | Add +1.2% | 7,621 | $767K |
| Astoria Portfolio Advisors LLC. | 0.13% | Reduce -14.1% | 7,442 | $749K |
| Revisor Wealth Management LLC | 0.18% | Reduce -26.0% | 7,348 | $740K |
| Bogart Wealth, LLC | 0.03% | Add +11.1% | 7,310 | $736K |
| Insigneo Advisory Services, LLC | 0.03% | New | 7,246 | $729K |
| Williams Jones Wealth Management, LLC. | 0.01% | New | 7,169 | $722K |
| Capital Advisors, Ltd. LLC | 0.07% | Reduce -4.0% | 7,116 | $716K |
| Richmond Brothers, Inc. | 0.37% | New | 7,090 | $714K |
| McCartney Wealth Management LLC | 0.54% | Reduce -3.8% | 7,060 | $711K |
| Mainstay Capital Management LLC | 0.05% | Add +83.3% | 7,053 | $710K |
| Herold Advisors, Inc. | 0.14% | No change | 6,999 | $704K |
| Krilogy Financial LLC | 0.02% | Add +2.9% | 6,967 | $701K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 6,957 | $700K |
| Revolve Wealth Partners, LLC | 0.07% | New | 6,937 | $698K |
| Spinnaker Investment Group, LLC | 0.11% | Add +23.1% | 6,921 | $697K |
| Elevate Wealth Advisory, Inc. | 0.39% | Add +7.8% | 6,834 | $688K |
| N.E.W. Advisory Services LLC | 0.05% | Add +64.7% | 6,830 | $688K |
| GeoWealth Management, LLC | 0.02% | Reduce -8.0% | 6,821 | $686K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -17.9% | 6,806 | $685K |
| Verus Capital Partners, LLC | 0.04% | Add +132.7% | 6,790 | $684K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -21.4% | 6,780 | $683K |
| Vectors Research Management, LLC | 0.18% | Reduce -31.1% | 6,770 | $682K |
| Denali Advisors LLC | 0.07% | Reduce -1.3% | 6,757 | $680K |
| NovaPoint Capital, LLC | 0.14% | New | 6,754 | $680K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -2.4% | 6,731 | $678K |
| Mission Wealth Management, LP | 0.01% | New | 6,637 | $668K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.6% | 6,514 | $656K |
| Alliancebernstein L.P. | 0.00% | Add +22.9% | 6,511 | $655K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.2% | 6,503 | $655K |
| Fell Capital Management | 0.55% | Add +4.0% | 6,500 | $654K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -31.3% | 6,473 | $652K |
| Clarity Financial LLC | 0.06% | Reduce -3.3% | 6,468 | $651K |
| Cascade Investment Group, Inc. | 0.36% | Add +37.0% | 6,424 | $647K |
| Dean, Jacobson Financial Services, LLC | 0.36% | Add +106.8% | 6,415 | $646K |
| Titan Global Capital Management USA LLC | 0.08% | New | 6,400 | $644K |
| Keystone Financial Group | 0.04% | New | 6,326 | $637K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +17.6% | 6,317 | $636K |
| IMC-Chicago, LLC | 0.01% | New | 6,287 | $633K |
| Independent Wealth Advisors LLC | 0.57% | Add +0.4% | 6,284 | $633K |
| First Commonwealth Financial Corp | 0.09% | Add +0.2% | 6,260 | $630K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -40.3% | 6,236 | $628K |
| Greenwood Gearhart LLC | 0.03% | No change | 6,225 | $627K |
| Cascades Capital Asset Management, LLC | 0.23% | Add +10.8% | 6,205 | $625K |
| GWN Securities Inc. | 0.10% | Reduce -20.1% | 6,194 | $624K |
| Flputnam Investment Management Co. | 0.01% | Reduce -4.2% | 6,144 | $619K |
| DecisionPoint Financial, LLC | 0.11% | Reduce -1.0% | 6,136 | $616K |
| Legacy Wealth Partners, LLC | 0.14% | Reduce -97.4% | 6,113 | $615K |
| IFG Advisors, LLC | 0.08% | Reduce -1.2% | 6,111 | $615K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +105.8% | 6,072 | $611K |
| Xcelsior Advisor Partners LLC | 0.08% | New | 6,059 | $610K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +75.8% | 6,049 | $609K |
| Elevated Capital Advisors, LLC | 0.17% | Reduce -1.4% | 6,030 | $607K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -1.3% | 6,014 | $605K |
| Mills Wealth Advisors LLC | 0.19% | Reduce -39.0% | 6,011 | $605K |
| Coyle Financial Counsel LLC | 0.11% | Add +21.8% | 5,997 | $604K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +30.3% | 5,986 | $603K |
| Stirlingshire Investments, Inc. | 0.45% | Reduce -43.9% | 5,962 | $600K |
| Madison Wealth Partners, Inc | 0.08% | Add +57.1% | 5,929 | $597K |
| Texas Yale Capital Corp. | 0.01% | No change | 5,875 | $591K |
| Two Sigma Securities, LLC | 0.05% | Add +82.5% | 5,839 | $588K |
| Sapient Capital LLC | 0.01% | Reduce -41.0% | 5,813 | $585K |
| Midwest Trust Co | 0.01% | New | 5,769 | $581K |
| DMC Group, LLC | 0.40% | Reduce -27.5% | 5,765 | $580K |
| Prudential PLC | 0.00% | New | 5,731 | $577K |
| Pacific Sun Financial Corp | 0.24% | Add +45.2% | 5,684 | $572K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +32.7% | 5,681 | $572K |
| Tsai Capital Corp | 0.42% | No change | 5,680 | $572K |
| Jefferson Bridge Capital, LLC | 0.49% | Add +27.7% | 5,658 | $570K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 5,605 | $564K |
| Sugar Maple Asset Management, LLC | 0.36% | Add +0.2% | 5,572 | $561K |
| Strategic Advisory Partners, LLC | 0.40% | No change | 5,550 | $559K |
| Probity Advisors, Inc. | 0.08% | No change | 5,530 | $557K |
| Indivisible Partners | 0.03% | Add +57.8% | 5,499 | $554K |
| Resurgent Financial Advisors LLC | 0.15% | Reduce -68.1% | 5,475 | $551K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -65.8% | 5,317 | $535K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -22.7% | 5,284 | $532K |
| R2 Capital Strategies, LLC | 0.24% | — | 5,240 | $528K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -70.2% | 5,221 | $526K |
| Scarborough Advisors, LLC | 0.06% | Add +0.8% | 5,217 | $524K |
| Calton & Associates, Inc. | 0.08% | New | 5,198 | $523K |
| Macroview Investment Management LLC | 0.32% | New | 5,145 | $518K |
| Concentrum Wealth Management | 0.12% | Reduce -38.7% | 5,145 | $518K |
| LifeGoal Investments, LLC | 0.24% | Reduce -39.7% | 5,112 | $515K |
| Steelhead Wealth Management LLC | 0.21% | Reduce -1.2% | 5,115 | $514K |
| Sax Wealth Advisors, LLC | 0.02% | New | 5,106 | $514K |
| Shayne & Jacobs, LLC | 0.15% | No change | 5,100 | $513K |
| Alexander Randolph Advisory, Inc. | 0.42% | New | 5,083 | $512K |
| Crewe Advisors LLC | 0.04% | Reduce -7.7% | 5,072 | $511K |
| Ogorek Anthony Joseph /NY/ | 0.13% | Reduce -5.0% | 5,073 | $510K |
| Franklin Resources Inc. | 0.00% | Add +567.1% | 5,057 | $509K |
| MPWM Advisory Solutions, LLC | 0.23% | Reduce -9.5% | 5,055 | $509K |
| Caitlin John, LLC | 0.28% | Reduce -82.2% | 5,039 | $507K |
| Lionshead Wealth Management, LLC | 0.33% | Reduce -38.5% | 5,038 | $507K |
| Boothe Investment Group, Inc. | 0.16% | No change | 5,000 | $503K |
| Eagle Rock Investment Company, LLC | 0.06% | No change | 4,992 | $503K |
| Sweeney & Michel, LLC | 0.13% | Add +75.1% | 4,993 | $502K |
| Garden State Investment Advisory Services LLC | 0.10% | Add +148.9% | 4,979 | $501K |
| Stone Wealth Partners | 0.37% | No change | 4,966 | $500K |
| Henderson Brothers Financial Partners, LLC | 0.23% | Reduce -98.4% | 4,910 | $494K |
| McCarter Private Wealth Services LLC | 0.17% | New | 4,904 | $494K |
| Clarity Capital Advisors, LLC | 0.21% | Add +0.9% | 4,890 | $492K |
| SPG Advisors LLC | 8.75% | Reduce -12.6% | 4,823 | $486K |
| Advisor OS, LLC | 0.03% | Add +0.5% | 4,788 | $482K |
| BankPlus Wealth Management LLC | 0.22% | Add +0.9% | 4,753 | $478K |
| Fisher Asset Management | 0.00% | Reduce -67.7% | 4,751 | $478K |
| Genesis Wealth Advisors, LLC | 0.29% | New | 4,743 | $478K |
| Luminvest Wealth Management LLC | 0.11% | Reduce -80.0% | 4,737 | $477K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.38% | Reduce -31.7% | 4,733 | $476K |
| Advisory Advocates, LLC | 0.41% | Add +53.2% | 4,731 | $476K |
| SilverOak Wealth Management LLC | 0.06% | Add +80.7% | 4,721 | $475K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -19.4% | 4,681 | $471K |
| IFC & Insurance Marketing, Inc. | 0.41% | Add +0.9% | 4,665 | $470K |
| One Capital Management, LLC | 0.01% | No change | 4,632 | $466K |
| Portside Wealth Group, LLC | 0.05% | Add +4.5% | 4,601 | $463K |
| Activest Wealth Management | 0.09% | Reduce -9.8% | 4,600 | $463K |
| Traynor Capital Management, Inc. | 0.02% | Add +48.4% | 4,575 | $461K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -9.6% | 4,546 | $458K |
| Miller Capital Partners, Inc. | 0.18% | Reduce -21.4% | 4,540 | $457K |
| Institute for Wealth Management, LLC. | 0.04% | Add +2.0% | 4,537 | $457K |
| Heartwood Wealth Advisors LLC | 0.04% | New | 4,528 | $456K |
| Novem Group | 0.05% | Reduce -27.8% | 4,527 | $456K |
| Blom & Howell Financial Planning, Inc. | 0.38% | New | 4,525 | $456K |
| Vines Capital Management, LLC | 0.37% | No change | 4,491 | $452K |
| Leading Edge Financial Planning LLC | 0.08% | New | 4,483 | $451K |
| Xena Financial Planning, LLC | 0.43% | New | 4,483 | $451K |
| Stevens Capital Partners | 0.09% | Reduce -17.6% | 4,476 | $451K |
| Eldridge Investment Advisors, Inc. | 0.09% | Reduce -5.6% | 4,468 | $450K |
| Hanover Advisors Inc. | 0.16% | Reduce -19.5% | 4,447 | $448K |
| AlphaCore Capital LLC | 0.01% | Add +36.6% | 4,414 | $444K |
| Element Wealth, LLC | 0.17% | Reduce -25.5% | 4,402 | $443K |
| Regency Capital Management Inc.\DE | 0.17% | Reduce -27.4% | 4,350 | $438K |
| HB Wealth Management, LLC | 0.00% | Reduce -11.3% | 4,301 | $433K |
| Landing Point Financial Group, LLC | 0.15% | Reduce -14.6% | 4,248 | $428K |
| Meitav Investment House Ltd. | 0.00% | Add +7.5% | 4,229 | $426K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 4,215 | $424K |
| Cyr Financial Inc. | 0.22% | Add +51.0% | 4,165 | $419K |
| World Equity Group, Inc. | 0.09% | Add +46.3% | 4,126 | $415K |
| Encompass Wealth Advisors, LLC | 0.13% | Add +3.4% | 4,113 | $414K |
| Treasure Coast Financial Planning | 0.20% | No change | 4,110 | $414K |
| Arkfeld Wealth Strategies, L.L.C. | 0.12% | Add +0.6% | 4,119 | $414K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -4.8% | 4,072 | $410K |
| ELCO Management Co., LLC | 0.18% | No change | 4,050 | $408K |
| Wick Capital Partners, LLC | 0.06% | Reduce -84.2% | 4,033 | $406K |
| PKS Advisory Services, LLC | 0.06% | Add +9.2% | 3,991 | $402K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +197.8% | 3,985 | $401K |
| Ironwood Investment Management LLC | 0.14% | Reduce -38.6% | 3,968 | $399K |
| Asempa Wealth Advisors | 0.30% | Add +4.2% | 3,945 | $397K |
| Jessup Wealth Management, Inc | 0.12% | Add +13.8% | 3,916 | $394K |
| Guild Investment Management, Inc. | 0.27% | No change | 3,900 | $393K |
| Burling Wealth Partners, LLC | 0.06% | Reduce -79.8% | 3,898 | $392K |
| Prosperity Consulting Group, LLC | 0.01% | Add +0.0% | 3,892 | $392K |
| Weaver Consulting Group | 0.08% | No change | 3,880 | $391K |
| Johnson Financial Group, LLC | 0.02% | Reduce -39.6% | 3,872 | $390K |
| Apella Capital, LLC | 0.01% | New | 3,863 | $388K |
| Quantify Chaos Advisors, LLC | 1.08% | Reduce -7.7% | 3,797 | $382K |
| Dock Street Asset Management Inc. | 0.04% | Add +66.1% | 3,795 | $382K |
| Lifeworks Advisors, LLC | 0.04% | New | 3,774 | $380K |
| Matauro, LLC | 0.05% | Reduce -32.0% | 3,765 | $379K |
| WT Wealth Management | 0.10% | Add +0.1% | 3,750 | $378K |
| Revere Asset Management, Inc | 0.14% | Reduce -96.6% | 3,734 | $376K |
| WealthShield Partners, LLC | 0.06% | Add +15.5% | 3,694 | $372K |
| Ridgeline Wealth, LLC | 0.22% | No change | 3,676 | $370K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -15.1% | 3,672 | $370K |
| Horizon Investment Services, LLC | 0.10% | New | 3,671 | $370K |
| Note Advisors, LLC | 0.16% | No change | 3,632 | $366K |
| RFG - Bristol Wealth Advisors, LLC | 0.09% | Reduce -9.8% | 3,623 | $365K |
| Kure Advisory, LLC | 0.17% | Add +7.6% | 3,588 | $361K |
| Purpose Unlimited Inc. | 0.01% | Reduce -68.9% | 3,538 | $356K |
| Wedmont Private Capital | 0.01% | Add +61.2% | 3,540 | $356K |
| Value Investment Professionals, LLC | 0.30% | New | 3,511 | $353K |
| Wealth Preservation Advisors, LLC | 0.20% | Add +8.8% | 4,300 | $353K |
| Western Wealth Management, LLC | 0.01% | Add +55.8% | 3,505 | $353K |
| Hunter Perkins Capital Management, LLC | 0.08% | No change | 3,501 | $352K |
| Capital Advisors Inc. | 0.01% | New | 3,482 | $351K |
| IRON Financial LLC | 0.14% | No change | 3,455 | $348K |
| GAMCO Investors | 0.00% | Reduce -95.6% | 3,440 | $346K |
| Trivium Point Advisory, LLC | 0.03% | New | 3,431 | $345K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -1.3% | 3,428 | $345K |
| Cable Car Capital, LP | 0.01% | Add +0.9% | 3,421 | $344K |
| Ledgewood Wealth Advisors, LLC | 0.18% | No change | 3,420 | $344K |
| Tower Wealth Partners, Inc. | 0.17% | New | 3,417 | $344K |
| Maimon Wealth Management LTD. | 0.26% | Reduce -42.4% | 3,400 | $342K |
| E6 Portfolios, LLC | 0.27% | New | 3,329 | $335K |
| Seelaus Asset Management LLC | 0.24% | Add +54.3% | 3,317 | $334K |
| Retirement Investment Advisors, Inc. | 0.02% | Reduce -4.5% | 3,297 | $331K |
| Venture Visionary Partners LLC | 0.01% | New | 3,253 | $328K |
| Eastern Bank | 0.01% | New | 3,252 | $327K |
| Thoma Capital Management LLC | 0.17% | No change | 3,226 | $325K |
| Cosner Financial Group, LLC | 0.16% | New | 3,175 | $320K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 3,174 | $320K |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -15.7% | 3,151 | $317K |
| Family Investment Center, Inc. | 0.05% | Reduce -1.3% | 3,146 | $317K |
| GTS Financial, LLC | 0.23% | Reduce -97.8% | 3,140 | $316K |
| Central Bank & Trust Co. | 0.04% | New | 3,138 | $316K |
| Eddie Patel Inc | 0.18% | Reduce -92.7% | 3,067 | $309K |
| Highline Wealth Partners LLC | 0.06% | Add +2.6% | 3,049 | $307K |
| Master's Wealth Management Inc. | 0.09% | New | 3,000 | $302K |
| SRH Advisors, LLC | 0.08% | New | 3,000 | $302K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | New | 3,000 | $302K |
| Minot DeBlois Advisors LLC | 0.26% | No change | 2,987 | $301K |
| WealthCare Asset Management, LLC | 0.13% | New | 2,984 | $300K |
| Financial Harvest, LLC | 0.12% | New | 2,973 | $299K |
| Accelerate Investment Advisors LLC | 0.17% | Reduce -20.3% | 2,945 | $297K |
| Pure Financial Advisors, LLC | 0.00% | New | 2,924 | $294K |
| Pathway Financial Advisors LLC | 0.03% | Reduce -14.1% | 2,925 | $294K |
| Wagner Wealth Management, Corp | 0.24% | Reduce -28.2% | 2,913 | $293K |
| CWS Financial Advisors, LLC | 0.06% | New | 2,862 | $288K |
| Jacobi Capital Management LLC | 0.01% | New | 2,852 | $287K |
| BG Investment Services, LLC | 0.21% | Add +26.5% | 2,849 | $287K |
| Optivise Advisory Services LLC | 0.14% | Reduce -54.3% | 2,793 | $281K |
| Timber Creek Capital Management LLC | 0.06% | Reduce -2.0% | 2,792 | $281K |
| Demming Financial Services Corp. | 0.18% | New | 2,792 | $281K |
| Gryphon Financial Partners LLC | 0.03% | Add +0.2% | 2,773 | $279K |
| DecisionMap Wealth Management, LLC | 0.16% | Reduce -22.7% | 2,762 | $278K |
| HFG Advisors, Inc. | 0.17% | Add +39.0% | 2,762 | $278K |
| Legacy Wealth Managment, LLC | 0.11% | Add +119.0% | 2,759 | $278K |
| Regions Financial Corp. | 0.00% | Reduce -85.4% | 2,750 | $277K |
| Associated Banc-Corp | 0.01% | New | 2,750 | $277K |
| Midwest Heritage Bank, FSB | 0.08% | Add +35.7% | 2,715 | $273K |
| Alaethes Wealth, LLC | 0.08% | Reduce -40.0% | 2,702 | $272K |
| Atlantic Private Wealth, LLC | 0.17% | Reduce -52.5% | 2,700 | $272K |
| Destination Wealth Management | 0.01% | Reduce -27.1% | 2,667 | $269K |
| Howard Capital Management, LLC | 0.00% | Reduce -100.0% | 2,608 | $263K |
| BDFS Capital LLC | 0.11% | Add +14.0% | 2,603 | $262K |
| Huntleigh Advisors, Inc. | 0.04% | Reduce -27.8% | 2,593 | $261K |
| Blue Square Asset Management, LLC | 0.11% | Reduce -20.1% | 2,589 | $261K |
| Manchester Capital Management LLC | 0.03% | Add +0.9% | 2,550 | $257K |
| Argyle Capital Partners, LLC | 0.16% | Add +5.0% | 2,545 | $256K |
| Xxi Wealth, LLC | 0.12% | Add +12.4% | 2,526 | $254K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 2,506 | $252K |
| Mosaic Advisors LLC | 0.34% | No change | 2,500 | $252K |
| Peck Wealth Management, LLC | 0.21% | New | 2,497 | $251K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 2,500 | $251K |
| Wellington-Altus USA Inc. | 0.18% | Add +44.0% | 2,492 | $251K |
| Mission Financial Group, LLC | 0.21% | — | 2,490 | $251K |
| Southland Equity Partners LLC | 0.04% | New | 2,486 | $250K |
| PMV Capital Advisers, LLC | 0.37% | New | 2,475 | $249K |
| Abacus Wealth Partners, LLC | 0.03% | New | 2,452 | $247K |
| Bellwether Advisors, LLC | 0.04% | Add +0.1% | 2,431 | $245K |
| Capitol Family Office, Inc. | 0.26% | Add +6.0% | 2,426 | $244K |
| Oasis Advisors, LLC | 0.16% | New | 2,426 | $244K |
| Bannerman Wealth Management Group, LLC | 0.14% | New | 2,425 | $244K |
| DMKC Advisory Services, LLC | 0.05% | New | 2,400 | $242K |
| DV Trading LLC | 0.02% | New | 2,400 | $242K |
| Fusion Capital, LLC | 0.06% | New | 2,393 | $241K |
| Quantum Capital Management, LLC / NJ | 0.03% | Add +48.2% | 2,385 | $240K |
| Bedel Financial Consulting, Inc. | 0.02% | Reduce -17.5% | 2,375 | $239K |
| LMG Wealth Partners, LLC | 0.04% | New | 2,369 | $238K |
| Symphony Financial, Ltd. Co. | 0.03% | Reduce -40.0% | 2,368 | $238K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 2,350 | $237K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 2,345 | $236K |
| Wulff, Hansen & Co. | 0.18% | Add +17.1% | 2,342 | $236K |
| Sightline Wealth Advisors, LLC | 0.09% | Add +1.0% | 2,336 | $235K |
| Davis Investment Partners, LLC | 0.07% | New | 2,328 | $234K |
| Bauman Advisory Group, LLC | 0.12% | New | 2,319 | $233K |
| Nicolet Bankshares Inc. | 0.01% | New | 2,322 | $233K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | Reduce -76.7% | 2,284 | $230K |
| Wormser Freres Gestion | 0.13% | New | 2,290 | $230K |
| Alkeme Wealth, LLC | 0.09% | Add +0.9% | 2,261 | $228K |
| SP Asset Management LLC | 0.02% | New | 2,252 | $227K |
| First Hawaiian Bank | 0.03% | No change | 2,224 | $224K |
| KERR FINANCIAL PLANNING Corp | 0.25% | Reduce -0.3% | 4,722 | $222K |
| Alaska Permanent Capital Management, LLC | 0.01% | New | 2,152 | $217K |
| Westbourne Investments, Inc. | 0.09% | Reduce -6.5% | 2,150 | $216K |
| Facet Wealth, Inc. | 0.00% | New | 2,144 | $216K |
| BFI Wealth Solutions, LLC | 0.16% | Reduce -86.0% | 2,140 | $215K |
| Advisor Resource Council | 0.07% | New | 2,143 | $215K |
| LightSquare Wealth Management, LLC | 0.15% | New | 2,124 | $214K |
| Main Street Financial Solutions, LLC | 0.01% | New | 2,116 | $213K |
| Summit Global Investments | 0.01% | New | 2,112 | $213K |
| Cohalo Advisory LLC | 12.78% | Add +15.4% | 2,099 | $211K |
| New Capital Management LP | 0.05% | Reduce -34.1% | 2,092 | $211K |
| Brookwood Investment Group LLC | 0.02% | Reduce -1.9% | 2,083 | $210K |
| Abacus Planning Group, Inc. | 0.03% | New | 2,064 | $208K |
| Seamount Financial Group Inc. | 0.08% | New | 2,051 | $206K |
| Coquina Private Wealth LLC | 0.14% | No change | 2,049 | $206K |
| Banque Cantonale Vaudoise | 0.01% | Add +9.9% | 2,044 | $206K |
| Capital Square, LLC | 0.09% | New | 2,032 | $204K |
| Total Investment Management Inc. | 0.02% | New | 2,020 | $203K |
| Consilium Wealth Advisory, LLC | 0.06% | Reduce -18.1% | 2,013 | $203K |
| Wescott Financial Advisory Group, LLC | 0.02% | Add +0.5% | 2,002 | $201K |
| North Capital, Inc. | 0.15% | No change | 2,000 | $201K |
| Integrated Financial Solutions, Inc. | 0.11% | Reduce -16.7% | 2,000 | $201K |
| StrongBox Wealth, LLC | 0.06% | New | 2,000 | $201K |
| Chapin Davis, Inc. | 0.04% | New | 2,000 | $201K |
| Rathbones Group PLC | 0.00% | New | 2,000 | $201K |
| Thompson David Blair | 0.10% | Reduce -24.4% | 1,999 | $201K |
| Pring Turner Capital Group Inc. | 0.12% | Reduce -58.3% | 2,000 | $201K |
| Armor Investment Advisors, LLC | 0.06% | No change | 1,994 | $201K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.01% | No change | 1,994 | $201K |
| Northbridge Financial Group, LLC | 0.08% | New | 1,990 | $200K |
| Delta Accumulation, LLC | 0.55% | New | 1,962 | $198K |
| United Community Bank | 0.06% | Reduce -21.0% | 1,934 | $195K |
| Gables Capital Management Inc. | 0.07% | No change | 1,920 | $193K |
| EFG International AG | 0.00% | Reduce -34.2% | 1,869 | $188K |
| Dynamic Wealth Strategies, LLC | 0.10% | Reduce -98.5% | 1,828 | $184K |
| Investment Counsel Co. of Nevada | 0.34% | Add +169.7% | 1,799 | $181K |
| Deane Retirement Strategies, Inc. | 0.07% | Reduce -92.7% | 1,717 | $173K |
| Strategic Investment Advisors / MI | 0.01% | New | 1,698 | $171K |
| General Partner, Inc. | 0.08% | Add +10.7% | 1,550 | $156K |
| Financial Perspectives, Inc | 0.04% | Add +0.9% | 1,522 | $153K |
| Hamrick Investment Counsel, llc | 0.10% | Reduce -22.7% | 1,483 | $149K |
| CVA Family Office, LLC | 0.01% | New | 1,436 | $145K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 1,436 | $145K |
| GoalVest Advisory LLC | 0.03% | Reduce -78.9% | 1,401 | $141K |
| Ares Financial Consulting, LLC | 0.10% | Reduce -1.1% | 1,375 | $138K |
| Blueline Advisors LLC | 0.10% | Add +12.0% | 1,372 | $138K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,234 | $124K |
| True Wealth Design, LLC | 0.03% | Add +312.9% | 1,218 | $123K |
| Downshift Financial, LLC | 0.05% | Reduce -74.0% | 1,202 | $121K |
| S.A. Mason LLC | 0.04% | No change | 1,194 | $120K |
| Mather Group, Llc. | 0.00% | Add +3.0% | 1,184 | $119K |
| Luminist Capital LLC | 0.13% | Add +11.8% | 1,140 | $115K |
| Rialto Wealth Management, LLC | 0.02% | New | 1,136 | $114K |
| RHL Group, LLC | 0.09% | No change | 1,101 | $111K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -0.1% | 1,104 | $111K |
| Coppell Advisory Solutions LLC | 0.01% | New | 24,501 | $108K |
| Asset Dedication, LLC | 0.01% | Add +0.2% | 1,050 | $106K |
| Tidemark, LLC | 0.02% | Add +552.1% | 939 | $95K |
| Transce3nd, LLC | 0.79% | No change | 887 | $89K |
| WCM Investment Management, LLC | 0.00% | Reduce -89.6% | 872 | $88K |
| Barclays PLC | 0.00% | Reduce -97.8% | 851 | $86K |
| Financial Management Professionals, Inc. | 0.01% | Add +12.5% | 844 | $85K |
| Kings Path Partners LLC | 0.02% | No change | 836 | $84K |
| Hantz Financial Services, Inc. | 0.00% | Add +5453.3% | 833 | $84K |
| Robinswood Financial LLC | 0.02% | No change | 785 | $79K |
| Keating Financial Advisory Services, Inc. | 0.01% | New | 769 | $77K |
| Investors Portfolio Services LLC | 0.06% | Reduce -11.7% | 765 | $77K |
| Byrne Asset Management LLC | 0.04% | Reduce -25.0% | 750 | $76K |
| NBH Bank | 0.03% | — | 700 | $70K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 685 | $69K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.09% | New | 645 | $65K |
| Delta Asset Management LLC | 0.01% | No change | 628 | $63K |
| Coston, McIsaac & Partners | 0.01% | Add +34.7% | 610 | $61K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -88.2% | 594 | $60K |
| Banque Transatlantique SA | 0.00% | Reduce -13.1% | 592 | $60K |
| Jones Financial Companies LLLP | 0.00% | Reduce -74.0% | 539 | $54K |
| Barrett & Company, Inc. | 0.01% | Add +0.8% | 512 | $52K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 502 | $51K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 501 | $50K |
| Maryland Capital Advisors Inc. | 0.02% | — | 474 | $48K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 470 | $47K |
| Hollencrest Capital Management | 0.00% | Reduce -9.5% | 450 | $45K |
| Miller Global Investments, LLC | 0.04% | Reduce -41.2% | 441 | $44K |
| Avion Wealth | 0.01% | New | 446 | $44K |
| Millstone Evans Group, LLC | 0.02% | Add +100.0% | 436 | $44K |
| Arlington Trust Co LLC | 0.00% | New | 427 | $43K |
| Founders Financial Alliance, LLC | 0.01% | New | 417 | $42K |
| Grove Bank & Trust | 0.00% | No change | 400 | $40K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +29.3% | 375 | $38K |
| Strengthening Families & Communities, LLC | 0.01% | Reduce -43.2% | 313 | $31K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -4.7% | 305 | $31K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +22.6% | 304 | $31K |
| Financial Consulate, Inc. | 0.00% | New | 250 | $25K |
| Key Capital Management, INC | 0.01% | Add +64.2% | 243 | $24K |
| GAMMA Investing LLC | 0.00% | New | 243 | $24K |
| Rossby Financial, LCC | 0.00% | Reduce -99.1% | 229 | $23K |
| First Pacific Financial | 0.00% | New | 203 | $20K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 200 | $20K |
| Acumen Wealth Advisors, LLC | 0.00% | Add +22.8% | 199 | $20K |
| Guardian Partners Inc. | 0.00% | Reduce -99.7% | 194 | $20K |
| Mosley Wealth Management | 0.01% | New | 181 | $18K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 165 | $17K |
| Signaturefd, LLC | 0.00% | Reduce -71.8% | 158 | $16K |
| NFSG Corp | 0.00% | No change | 150 | $15K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -99.8% | 141 | $14K |
| Montgomery Financial Services LLC | 0.01% | — | 139 | $14K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 130 | $13K |
| Ankerstar Wealth, LLC | 0.01% | Add +0.8% | 125 | $13K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -45.5% | 120 | $12K |
| HFM Investment Advisors, LLC | 0.00% | No change | 116 | $12K |
| Bokf, NA | 0.00% | Reduce -67.5% | 114 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -2.6% | 113 | $11K |
| Wilkerson Advisory Group LLC | 0.00% | New | 106 | $11K |
| Bayban | 0.01% | No change | 102 | $10K |
| Lodestone Wealth Management LLC | 0.00% | No change | 102 | $10K |
| NBT Bank, N.A. | 0.00% | Add +1.0% | 101 | $10K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 101 | $10K |
| Adkins Seale Capital Management LLC | 0.01% | No change | 100 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 99 | $10K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 91 | $9K |
| Bruce G. Allen Investments, LLC | 0.01% | Reduce -96.5% | 82 | $8K |
| Trust Co | 0.00% | New | 78 | $8K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -91.0% | 78 | $8K |
| Chesapeake Asset Management LLC | 0.01% | Reduce -77.3% | 73 | $7K |
| Covestor Ltd | 0.00% | No change | 70 | $7K |
| LifeSteps Financial, Inc. | 0.00% | New | 68 | $7K |
| Bard Associates Inc. | 0.00% | New | 64 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -62.6% | 64 | $6K |
| Signature Equity Partners, LLC | 0.00% | Reduce -56.9% | 62 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 59 | $6K |
| Paladin Partners, LLC | 0.00% | No change | 56 | $6K |
| Newton One Investments LLC | 0.00% | New | 52 | $5K |
| Princeton Global Asset Management LLC | 0.00% | New | 43 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 35 | $4K |
| Tounjian Advisory Partners, LLC | 0.00% | Reduce -99.8% | 25 | $3K |
| Community Bank, N.A. | 0.00% | No change | 25 | $3K |
| Kingdom Financial Group LLC. | 0.00% | No change | 19 | $2K |
| Vanguard Advisers Inc. | 0.00% | Reduce -91.6% | 17 | $2K |
| Cordant, Inc. | 0.00% | New | 14 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -36.8% | 12 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 12 | $1K |
| POM Investment Strategies, LLC | 0.00% | New | 10 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 7 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | New | 7 | $705 |
| Russell Investments Group, Ltd. | 0.00% | Add +400.0% | 5 | $495 |
| RMG Wealth Management LLC | 0.00% | New | 6 | $335 |
| Morgan Dempsey Capital Management LLC | 0.00% | No change | 2 | $153 |
| TIAA Wealth Investment Management LLC | 0.00% | New | 1 | $101 |
"% 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.