iShares 1-3 Year Treasury BoSHYETF
13F holders, Q2 2024 (June 30)1,087holders −17
86new positions
96sold out
4famous investors
$81.61avg. 13F price*
At the end of Q2 2024, 1,087 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, down 17 from Q1 2024. 86 opened new positions and 96 sold out. The largest holders were Morgan Stanley ($2.4B), BlackRock Inc. ($1.8B) and Bank of America Corp. ($1.1B). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares 1-3 Year Treasury Bo
- CUSIP
- 464287457
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $142.0M |
| Exits | 96 | $170.1M |
All 13F filers, Q1 2024 → Q2 2024: 12,431,700 shares bought and 20,321,278 shares sold, net −7,889,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,087 holders
| Morgan Stanley | 0.18% | Reduce -5.4% | 29,050,094 | $2.4B |
| BlackRock Inc. | 0.04% | Reduce -9.1% | 22,193,385 | $1.8B |
| Bank of America Corp. | 0.10% | Add +2.5% | 12,964,320 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Reduce -5.6% | 8,372,604 | $683.6M |
| Assetmark, Inc. | 1.87% | Add +1.1% | 7,405,678 | $604.7M |
| Wells Fargo & Company | 0.12% | Add +0.1% | 5,807,034 | $474.1M |
| LPL Financial LLC | 0.22% | Add +8.4% | 5,465,454 | $446.3M |
| UBS Group AG | 0.13% | Reduce -0.7% | 5,316,342 | $434.1M |
| Bank of Montreal | 0.13% | Reduce -1.1% | 5,093,376 | $416.6M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -1.9% | 5,031,184 | $410.8M |
| Captrust Financial Advisors | 1.29% | Add +3.6% | 4,902,356 | $400.3M |
| Bank of New York Mellon Corp | 0.07% | Reduce -0.7% | 4,515,878 | $368.7M |
| Truist Financial Corp. | 0.53% | Reduce -7.2% | 4,260,091 | $347.8M |
| Pinebridge Investments, L.P. | 2.66% | Reduce -5.6% | 4,043,000 | $330.1M |
| Royal Bank of Canada | 0.06% | Add +2.5% | 3,159,382 | $258.0M |
| Raymond James & Associates | 0.16% | Add +9.1% | 3,021,899 | $246.7M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -3.0% | 2,985,837 | $243.8M |
| FMR LLC | 0.02% | Add +20.0% | 2,958,782 | $241.6M |
| Balentine LLC | 10.69% | Reduce -46.8% | 2,881,491 | $235.3M |
| Cerity Partners LLC | 0.52% | Reduce -1.6% | 2,335,931 | $190.7M |
| Ameriprise Financial Inc. | 0.05% | Reduce -0.8% | 2,202,763 | $179.8M |
| Focus Partners Wealth | 0.58% | Add +162.2% | 2,091,800 | $170.8M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Add +5.3% | 1,658,189 | $135.4M |
| Barclays PLC | 0.06% | Reduce -17.4% | 1,635,397 | $133.5M |
| Stifel Financial Corp. | 0.15% | Reduce -21.6% | 1,595,043 | $130.2M |
| Cerity Partners OCIO LLC | 9.88% | — | 1,580,837 | $129.1M |
| Wealthfront Advisers LLC | 0.42% | Add +7.0% | 1,545,247 | $126.2M |
| Members Trust Co | 3.66% | Reduce -0.9% | 1,479,228 | $120.8M |
| Matson Money. Inc. | 3.77% | Add +1.5% | 1,388,454 | $113.4M |
| Osaic Holdings, Inc. | 0.26% | Reduce -19.1% | 1,331,440 | $108.7M |
| Stephens Inc. | 1.66% | Add +0.5% | 1,329,128 | $108.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -2.4% | 1,200,547 | $98.0M |
| TD Private Client Wealth LLC | 2.85% | Add +2.8% | 1,109,202 | $90.6M |
| Smithfield Trust Co | 4.43% | Add +24.1% | 1,033,983 | $84.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +2.0% | 983,931 | $80.3M |
| US Bancorp \de | 0.09% | Reduce -19.8% | 852,781 | $69.6M |
| Renaissance Technologies | 0.12% | Add +75.5% | 847,878 | $69.2M |
| MML Investors Services, LLC | 0.27% | Reduce -5.7% | 831,060 | $67.9M |
| HighTower Advisors, LLC | 0.10% | Reduce -12.1% | 783,604 | $64.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.4% | 778,932 | $63.6M |
| Curi Capital, LLC | 1.45% | Add +2.1% | 740,485 | $60.5M |
| Syon Capital LLC | 5.43% | Add +1.7% | 722,984 | $59.0M |
| Beacon Investment Advisory Services, Inc. | 2.44% | Add +1.1% | 697,332 | $56.9M |
| Pathstone Holdings, LLC | 0.26% | Add +0.1% | 695,835 | $56.8M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -25.2% | 648,492 | $52.9M |
| Bleakley Financial Group, LLC | 1.52% | Reduce -9.7% | 643,784 | $52.6M |
| Simplicity Wealth,LLC | 1.19% | Reduce -9.7% | 643,750 | $52.6M |
| Amundi | 0.02% | Add +73.2% | 621,100 | $50.6M |
| GM Advisory Group, LLC | 3.26% | Add +4.3% | 619,446 | $50.6M |
| Scopus Asset Management, L.P. | 1.58% | No change | 619,000 | $50.5M |
| Cetera Investment Advisers | 0.11% | Add +7.5% | 580,786 | $47.4M |
| HSBC Holdings PLC | 0.03% | Reduce -17.1% | 570,139 | $46.6M |
| Clarity Financial LLC | 6.92% | Add +3.3% | 563,383 | $46.0M |
| Flputnam Investment Management Co. | 0.81% | Reduce -4.7% | 527,866 | $43.1M |
| Element Pointe Advisors, LLC | 10.92% | Reduce -1.7% | 527,439 | $43.1M |
| Strategic Investment Advisors / MI | 5.20% | Add +4.3% | 522,166 | $42.6M |
| SG Americas Securities, LLC | 0.27% | Add +1533.3% | 522,140 | $42.6M |
| Victory Capital Management Inc. | 0.04% | Add +0.1% | 518,101 | $42.3M |
| Citigroup Inc. | 0.04% | Reduce -59.8% | 492,404 | $40.2M |
| Jane Street Group, LLC | 0.04% | Add +3924.5% | 491,833 | $40.2M |
| Atwood & Palmer Inc. | 3.02% | Add +1.1% | 487,494 | $39.8M |
| Fiduciary Group, LLC | 4.28% | Reduce -8.8% | 486,761 | $39.7M |
| Insight 2811, Inc. | 19.64% | Reduce -3.4% | 463,153 | $37.8M |
| Anchor Capital Advisors LLC | 1.05% | Add +96.1% | 456,559 | $37.3M |
| Benjamin F. Edwards & Company, Inc. | 0.63% | Reduce -34.6% | 437,386 | $35.7M |
| Partners Capital Investment Group, LLP | 0.59% | Add +88.3% | 428,249 | $35.0M |
| Evergreen Capital Management LLC | 1.26% | Reduce -22.0% | 427,742 | $34.9M |
| Quent Capital, LLC | 3.72% | Add +17.1% | 414,402 | $33.8M |
| Pinnacle Financial Partners Inc | 0.72% | Add +15.0% | 412,785 | $33.7M |
| Allspring Global Investments Holdings, LLC | 0.05% | No change | 392,240 | $32.0M |
| Corient Private Wealth LP | 0.06% | Reduce -3.7% | 388,445 | $31.7M |
| Comerica Bank | 0.13% | Reduce -1.2% | 385,443 | $31.5M |
| NorthCoast Asset Management LLC | 0.27% | Add +374.8% | 380,039 | $31.1M |
| M&T Bank Corp | 0.11% | Reduce -16.0% | 378,210 | $30.9M |
| GTS Securities LLC | 0.63% | Add +3447.8% | 372,834 | $30.4M |
| America First Investment Advisors, LLC | 7.45% | Add +2.8% | 370,486 | $30.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +486.2% | 365,665 | $29.9M |
| Edge Wealth Management LLC | 6.15% | Reduce -2.9% | 357,913 | $29.2M |
| Alliancebernstein L.P. | 0.01% | Add +1.6% | 351,442 | $28.7M |
| Zacks Investment Management | 0.32% | Reduce -0.0% | 349,353 | $28.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -40.8% | 340,326 | $27.8M |
| Whalen Wealth Management Inc. | 21.93% | New | 338,902 | $27.7M |
| Watchman Group, Inc. | 8.76% | Add +1882.2% | 335,896 | $27.4M |
| Keybank National Association | 0.11% | Add +7.3% | 334,679 | $27.3M |
| Traphagen Investment Advisors LLC | 2.89% | Reduce -9.7% | 325,609 | $26.6M |
| Willis Johnson & Associates, Inc. | 2.17% | Add +8.1% | 324,170 | $26.5M |
| Private Advisor Group, LLC | 0.17% | Reduce -52.2% | 319,356 | $26.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.27% | Reduce -65.2% | 316,769 | $25.9M |
| Advisory Services Network, LLC | 0.53% | Add +25.5% | 315,118 | $25.7M |
| Beam Wealth Advisors, Inc. | 8.51% | Add +247.9% | 312,930 | $25.6M |
| Haverford Trust Co | 0.27% | Add +2.7% | 309,350 | $25.3M |
| Buckingham Strategic Wealth, LLC | 0.26% | Reduce -3.2% | 307,168 | $25.1M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -73.5% | 303,746 | $24.8M |
| Townsquare Capital LLC | 0.34% | Reduce -17.6% | 303,319 | $24.8M |
| Fifth Third Bancorp | 0.09% | Reduce -16.2% | 299,742 | $24.5M |
| Baird Financial Group, Inc. | 0.05% | Reduce -22.0% | 277,205 | $22.6M |
| Allianz SE | 0.64% | Add +6.0% | 268,376 | $21.9M |
| Peapack Gladstone Financial Corp. | 0.33% | Reduce -2.2% | 266,319 | $21.7M |
| Mariner, LLC | 0.04% | Reduce -1.5% | 265,638 | $21.7M |
| Guggenheim Capital LLC | 0.15% | Add +26.1% | 262,334 | $21.4M |
| Lido Advisors, LLC | 0.17% | Reduce -36.1% | 257,846 | $21.1M |
| Mesirow Financial Investment Management, Inc. | 0.47% | Reduce -8.0% | 252,790 | $20.7M |
| Bartlett & Co. Wealth Management LLC | 0.31% | Add +18.4% | 251,199 | $20.5M |
| Jaffetilchin Investment Partners, LLC | 1.71% | Add +2.1% | 244,610 | $20.0M |
| SouthState Bank Corp | 1.45% | Add +10.1% | 243,638 | $19.9M |
| Wolverine Trading, LLC | 0.33% | Add +1058.2% | 243,254 | $19.9M |
| Orion Porfolio Solutions, LLC | 0.21% | Reduce -14.0% | 241,322 | $19.7M |
| Orion Portfolio Solutions, LLC | 0.21% | Reduce -14.0% | 241,322 | $19.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +17.1% | 233,487 | $19.1M |
| United Capital Financial Advisors, LLC | 0.16% | Reduce -7.1% | 231,742 | $18.9M |
| Citadel Advisors | 0.02% | Add +30.8% | 231,224 | $18.9M |
| Dakota Wealth Management | 0.43% | Add +8.9% | 223,018 | $18.2M |
| Perigon Wealth Management, LLC | 0.52% | Add +10.8% | 220,858 | $18.0M |
| Confluence Investment Management LLC | 0.26% | Reduce -29.6% | 220,674 | $18.0M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -13.4% | 218,157 | $17.8M |
| Klaas Financial Asset Advisors, LLC | 3.26% | Add +11.6% | 217,979 | $17.8M |
| Susquehanna International Group, LLP | 0.03% | Add +223.0% | 216,549 | $17.7M |
| Sigma Planning Corp | 0.55% | Add +8.6% | 210,761 | $17.2M |
| Foundations Investment Advisors, LLC | 0.41% | Reduce -8.8% | 207,342 | $16.9M |
| Lake Hills Wealth Management, LLC | 11.70% | Add +45.8% | 199,675 | $16.3M |
| Sanctuary Wealth Management, L.L.C. | 11.82% | Add +113708.3% | 191,198 | $15.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +3.0% | 194,805 | $15.5M |
| Wealthcare Advisory Partners LLC | 0.48% | Reduce -13.6% | 189,410 | $15.5M |
| O'shaughnessy Asset Management, LLC | 0.16% | Add +19.9% | 189,407 | $15.5M |
| Acorns Advisers, LLC | 0.16% | Add +6.1% | 186,588 | $15.2M |
| Angeles Wealth Management, LLC | 1.42% | Add +7.6% | 185,356 | $15.1M |
| Integrated Wealth Concepts LLC | 0.20% | Add +4.4% | 180,221 | $14.7M |
| Timelo Investment Management Inc. | 29.54% | New | 180,000 | $14.7M |
| CX Institutional | 0.69% | Add +6681.8% | 179,786 | $14.7M |
| Orange Investment Advisors, Inc. | 1.89% | Add +338.1% | 177,502 | $14.5M |
| Creative Planning | 0.02% | Add +1.1% | 176,157 | $14.4M |
| Wealthstar Advisors, LLC | 11.18% | New | 168,944 | $13.8M |
| Balefire, LLC | 4.86% | Reduce -8.7% | 167,642 | $13.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +58.1% | 257,170 | $13.4M |
| Sequoia Financial Advisors, LLC | 0.16% | Reduce -11.0% | 162,977 | $13.3M |
| MBL Wealth, LLC | 1.46% | Reduce -27.6% | 159,529 | $13.0M |
| Syntax Research, Inc. | 9.78% | Add +14.7% | 151,408 | $12.4M |
| Alliance Wealth Advisors, LLC | 3.63% | Reduce -5.4% | 151,250 | $12.3M |
| Ballast, Inc. | 3.79% | Reduce -14.4% | 150,890 | $12.3M |
| Transamerica Financial Advisors, LLC | 1.31% | No change | 150,835 | $12.3M |
| Capital Investment Services of America, Inc. | 1.18% | Reduce -1.5% | 149,910 | $12.2M |
| Woodmont Investment Counsel LLC | 0.98% | Add +27.1% | 146,517 | $12.0M |
| Debussy Capital Management LP | 3.38% | Reduce -3.7% | 145,369 | $11.9M |
| Tiaa Trust, National Association | 0.04% | Reduce -49.7% | 144,285 | $11.8M |
| Leuthold Group, LLC | 1.36% | Add +0.4% | 143,792 | $11.7M |
| Main Management LLC | 0.97% | Reduce -0.2% | 143,643 | $11.7M |
| Atria Wealth Solutions, Inc. | 0.13% | Reduce -6.1% | 140,587 | $11.5M |
| Argent Advisors, Inc. | 4.53% | Reduce -2.4% | 139,598 | $11.4M |
| Rwa Wealth Partners, LLC | 0.15% | Add +1265.3% | 138,424 | $11.3M |
| Ifrah Financial Services, Inc. | 3.19% | Add +0.9% | 137,862 | $11.3M |
| DT Investment Partners, LLC | 0.98% | Add +5.7% | 135,975 | $11.1M |
| Wealthspire Retirement, LLC | 0.93% | Add +6.6% | 135,936 | $11.1M |
| Ted Buchan & Co | 5.88% | Add +6.1% | 134,225 | $11.0M |
| James Investment Research, Inc. | 1.30% | Reduce -1.6% | 133,387 | $10.9M |
| Birchcreek Wealth Management, LLC | 6.12% | Reduce -2.8% | 133,200 | $10.9M |
| Kingsview Wealth Management, LLC | 0.26% | Add +3.0% | 132,811 | $10.8M |
| Wellspring Financial Advisors, LLC | 1.22% | Add +19.0% | 132,663 | $10.8M |
| BlueDrive Global Investors LLP | 12.25% | Add +269.9% | 131,408 | $10.7M |
| Brookstone Capital Management | 0.18% | Reduce -35.0% | 130,300 | $10.7M |
| Van Hulzen Asset Management, LLC | 0.70% | Reduce -8.0% | 128,645 | $10.5M |
| OneDigital Investment Advisors LLC | 0.13% | Add +5.5% | 126,882 | $10.4M |
| Waverly Advisors, LLC | 0.20% | Reduce -5.3% | 125,504 | $10.2M |
| AdvisorNet Financial, Inc | 0.93% | Add +4.7% | 125,030 | $10.2M |
| SevenBridge Financial Group, LLC | 2.25% | Add +5.9% | 123,230 | $10.2M |
| Old Mission Capital LLC | 0.26% | New | 122,500 | $10.0M |
| Ancora Advisors LLC | 0.25% | Reduce -2.3% | 122,200 | $10.0M |
| JFS Wealth Advisors, LLC | 0.79% | Reduce -12.5% | 122,081 | $10.0M |
| Fisher Asset Management | 0.00% | Reduce -16.5% | 120,150 | $9.8M |
| PSI Advisors, LLC | 3.01% | New | 116,334 | $9.5M |
| MTC Wealth Management LLC | 4.51% | Reduce -4.2% | 115,994 | $9.5M |
| Trajan Wealth LLC | 0.59% | Reduce -3.6% | 112,908 | $9.2M |
| Independent Solutions Wealth Management, LLC | 2.09% | Add +0.3% | 111,531 | $9.1M |
| Global Endowment Management, LP | 0.96% | No change | 111,250 | $9.1M |
| 1832 Asset Management L.P. | 0.02% | Reduce -84.0% | 110,800 | $9.0M |
| Vigilare Wealth Management | 3.90% | Reduce -74.1% | 108,045 | $8.8M |
| Dock Street Asset Management Inc. | 1.23% | Reduce -2.2% | 108,013 | $8.8M |
| Efficient Advisors, LLC | 0.57% | Reduce -12.2% | 107,005 | $8.7M |
| TFC Financial Management, Inc. | 1.52% | Add +16.3% | 106,273 | $8.7M |
| White Pine Investment CO | 2.55% | Add +4.1% | 106,257 | $8.7M |
| Cullen/Frost Bankers, Inc. | 0.12% | Add +0.1% | 104,826 | $8.6M |
| Fortem Financial Group, LLC | 3.68% | Reduce -1.1% | 104,746 | $8.6M |
| Insight Wealth Strategies, LLC | 1.21% | Add +4.9% | 104,247 | $8.5M |
| Core Wealth Advisors, Inc. | 2.90% | Reduce -0.6% | 103,815 | $8.5M |
| Corebridge Financial, Inc. | 0.05% | — | 102,300 | $8.4M |
| Gemmer Asset Management LLC | 0.89% | Reduce -0.4% | 101,306 | $8.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.26% | Reduce -9.6% | 100,854 | $8.2M |
| Prudential Financial Inc. | 0.01% | Reduce -16.2% | 100,322 | $8.2M |
| Graybill Wealth Management, LTD. | 3.31% | Add +1.1% | 99,894 | $8.2M |
| Clearstead Advisors, LLC | 0.14% | Add +127.5% | 99,805 | $8.1M |
| Schroder Investment Management Group | 0.01% | Reduce -16.8% | 99,790 | $8.1M |
| Cwm, LLC | 0.04% | Reduce -7.7% | 99,575 | $8.1M |
| Camden National Bank | 1.25% | Add +7.5% | 99,159 | $8.1M |
| Oppenheimer & Co. Inc. | 0.13% | Reduce -38.6% | 98,617 | $8.1M |
| WT Wealth Management | 2.74% | Reduce -23.6% | 98,526 | $8.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +9.2% | 98,300 | $8.0M |
| Stephen J. Garry & Associates, LLC | 8.12% | Add +3.4% | 98,228 | $8.0M |
| Focus Financial Network, Inc. | 0.34% | Reduce -3.6% | 96,630 | $7.9M |
| Almanack Investment Partners, LLC. | 1.33% | Add +621.1% | 96,587 | $7.9M |
| Avantax Advisory Services, Inc. | 0.06% | Add +65.2% | 96,246 | $7.9M |
| NewEdge Advisors, LLC | 0.06% | Reduce -8.2% | 95,784 | $7.8M |
| Money Design Co.,Ltd. | 0.42% | New | 95,456 | $7.8M |
| BBJS Financial Advisors, LLC | 2.91% | Add +2.8% | 95,440 | $7.8M |
| Scotia Capital Inc. | 0.05% | Reduce -13.3% | 95,412 | $7.8M |
| Integrated Advisors Network LLC | 0.40% | Reduce -9.2% | 95,256 | $7.8M |
| World Investment Advisors | 0.48% | Add +26.6% | 94,814 | $7.7M |
| Atria Investments, Inc | 0.10% | Reduce -26.7% | 94,442 | $7.7M |
| Alterna Wealth Management, Inc. | 6.71% | Reduce -30.4% | 93,881 | $7.7M |
| Fortis Group Advisors, LLC | 1.52% | Reduce -55.8% | 93,465 | $7.6M |
| Glenview Trust Co | 0.15% | Reduce -10.8% | 93,029 | $7.6M |
| StrongBox Wealth, LLC | 3.57% | Add +4.3% | 92,548 | $7.6M |
| Boston Financial Mangement LLC | 0.24% | Add +8.9% | 91,968 | $7.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +22.1% | 91,392 | $7.5M |
| Premier Path Wealth Partners, LLC | 1.24% | Add +3.2% | 89,128 | $7.3M |
| TRUE Private Wealth Advisors | 0.82% | Reduce -18.3% | 89,105 | $7.3M |
| Ritholtz Wealth Management | 0.24% | Reduce -1.2% | 89,072 | $7.3M |
| Larson Financial Group LLC | 0.49% | Add +100.8% | 88,477 | $7.2M |
| Innova Wealth Partners | 5.16% | Add +0.5% | 88,311 | $7.2M |
| HTLF Bank | 0.80% | Reduce -4.8% | 86,200 | $7.0M |
| Synovus Financial Corp. | 0.09% | Add +5.1% | 84,218 | $6.9M |
| Salomon & Ludwin, LLC | 0.77% | Reduce -18.7% | 83,315 | $6.9M |
| Becker Capital Management Inc. | 0.23% | Reduce -3.4% | 83,266 | $6.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -33.2% | 83,211 | $6.8M |
| Morris Financial Concepts, Inc. | 3.25% | Add +14.5% | 83,140 | $6.8M |
| Quadrant Capital Group LLC | 0.50% | Reduce -9.3% | 82,749 | $6.8M |
| Modern Wealth Management, LLC | 0.50% | Add +37.3% | 82,567 | $6.7M |
| Montag A & Associates Inc. | 0.34% | Add +45.8% | 82,535 | $6.7M |
| Patriot Investment Management Group, Inc. | 0.52% | Reduce -6.9% | 82,053 | $6.7M |
| Kooman & Associates | 2.69% | Add +0.4% | 82,024 | $6.7M |
| &partners | 0.29% | Add +348.7% | 81,759 | $6.7M |
| Durante & Waters, LLC | 5.88% | Add +8.7% | 80,946 | $6.6M |
| Gunma Bank,Ltd. | 5.44% | New | 80,000 | $6.5M |
| Pure Financial Advisors, LLC | 0.18% | Reduce -0.4% | 79,871 | $6.5M |
| WJ Wealth Management, LLC | 2.37% | Reduce -23.7% | 79,714 | $6.5M |
| Wesbanco Bank Inc. | 0.24% | Add +48.0% | 79,645 | $6.5M |
| American Investment Services, Inc. | 1.15% | Add +0.1% | 79,509 | $6.5M |
| Vernal Point Advisors, LLC | 4.61% | Add +23.1% | 79,243 | $6.5M |
| Symmetry Partners, LLC | 0.33% | Add +12.7% | 78,553 | $6.4M |
| Beacon Wealthcare LLC | 2.79% | Add +23.5% | 78,260 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -0.7% | 77,925 | $6.4M |
| Arvest Investments, Inc. | 1.01% | Reduce -17.1% | 77,400 | $6.3M |
| Sanctuary Advisors, LLC | 0.05% | — | 77,676 | $6.3M |
| Mutual Advisors, LLC | 0.19% | Reduce -25.2% | 75,668 | $6.2M |
| Ascent Group, LLC | 0.51% | Add +3.0% | 76,010 | $6.2M |
| Pointe Capital Management LLC | 3.83% | Reduce -1.9% | 75,549 | $6.2M |
| Private Management Group Inc. | 0.24% | Reduce -54.3% | 75,051 | $6.1M |
| Sequent Planning LLC | 2.08% | Reduce -0.4% | 74,619 | $6.1M |
| Smith Salley Wealth Management | 0.43% | Reduce -3.0% | 74,235 | $6.1M |
| Ameliora Wealth Management Ltd. | 2.75% | Add +17.1% | 74,148 | $6.1M |
| BayBridge Capital Group, LLC | 4.70% | Add +4.6% | 73,618 | $6.0M |
| Cambiar Investors LLC | 0.23% | Add +2.0% | 73,534 | $6.0M |
| Dynamic Advisor Solutions LLC | 0.19% | Add +10.8% | 73,310 | $6.0M |
| VestGen Investment Management | 1.76% | Reduce -4.5% | 72,995 | $6.0M |
| Trek Financial, LLC | 0.47% | Reduce -37.3% | 72,398 | $5.9M |
| Retirement Systems of Alabama | 0.02% | No change | 72,000 | $5.9M |
| US Financial Advisors, LLC | 1.95% | Add +16.0% | 71,137 | $5.8M |
| Leavell Investment Management, Inc. | 0.32% | Reduce -0.9% | 69,964 | $5.7M |
| Biltmore Family Office, LLC | 1.04% | Reduce -16.1% | 69,324 | $5.7M |
| Equitable Holdings, Inc. | 0.06% | Add +8.1% | 69,230 | $5.7M |
| Central Pacific Bank - Trust Division | 0.70% | Add +358.7% | 68,656 | $5.6M |
| Midwest Heritage Bank, FSB | 2.81% | Add +7.5% | 67,991 | $5.6M |
| Modus Advisors, LLC | 1.96% | Add +1.7% | 67,860 | $5.5M |
| Snowden Capital Advisors LLC | 0.17% | Reduce -5.7% | 67,785 | $5.5M |
| Rock Creek Group LLC | 0.73% | New | 67,353 | $5.5M |
| NBT Bank, N.A. | 0.39% | Add +93.2% | 66,968 | $5.5M |
| Park Avenue Securities LLC | 0.07% | Add +3.4% | 66,945 | $5.5M |
| Tompkins Financial Corp. | 0.57% | Add +16.1% | 66,918 | $5.5M |
| Country Club Bank | 0.38% | Reduce -2.5% | 66,883 | $5.5M |
| National Philanthropic Trust | 0.10% | Reduce -6.1% | 66,480 | $5.4M |
| Cerro Pacific Wealth Advisors LLC | 2.05% | — | 65,798 | $5.4M |
| National Bank of Canada | 0.01% | Reduce -7.7% | 65,784 | $5.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.07% | Reduce -5.6% | 64,534 | $5.3M |
| DAVENPORT & Co LLC | 0.03% | Add +27.5% | 64,725 | $5.3M |
| Axxcess Wealth Management, LLC | 0.14% | Reduce -13.1% | 64,387 | $5.3M |
| Eley Financial Management, Inc | 2.22% | Add +2.1% | 64,021 | $5.2M |
| Checchi Capital Advisers, LLC | 0.41% | Reduce -7.9% | 63,531 | $5.2M |
| Millennium Management | 0.00% | Add +24.8% | 63,463 | $5.2M |
| NorthCrest Asset Manangement, LLC | 0.17% | Add +4.9% | 63,390 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.4% | 63,274 | $5.2M |
| Apella Capital, LLC | 0.23% | Reduce -2.1% | 63,171 | $5.2M |
| Sterling Manor Financial, LLC | 3.83% | Reduce -0.6% | 61,593 | $5.0M |
| HRT Financial LP | 0.03% | Add +14.1% | 61,344 | $5.0M |
| Well Done, LLC | 1.03% | Add +41.8% | 60,964 | $5.0M |
| HCR Wealth Advisors | 0.71% | Reduce -0.9% | 60,449 | $4.9M |
| Sugar Maple Asset Management, LLC | 4.74% | Add +1.4% | 60,042 | $4.9M |
| Boltwood Capital Management | 1.52% | Add +19.6% | 59,731 | $4.9M |
| Auxano Advisors, LLC | 1.34% | Reduce -28.6% | 59,578 | $4.9M |
| Prepared Retirement Institute LLC | 3.22% | Reduce -2.7% | 59,563 | $4.9M |
| KFA Private Wealth Group, LLC | 2.51% | Reduce -75.7% | 59,492 | $4.9M |
| Blair William & Co. | 0.01% | Reduce -11.1% | 58,172 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -5.6% | 57,656 | $4.7M |
| Hamilton Wealth, LLC | 1.23% | Add +1.1% | 56,200 | $4.6M |
| Koa Wealth Management, LLC | 3.83% | Add +15.6% | 55,561 | $4.5M |
| Buttonwood Financial Advisors Inc. | 2.14% | Add +2.5% | 55,474 | $4.5M |
| Farther Finance Advisors, LLC | 0.22% | Add +28.3% | 55,367 | $4.5M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +13.4% | 54,992 | $4.5M |
| Geneos Wealth Management Inc. | 0.20% | Add +6.5% | 54,647 | $4.5M |
| Retirement Financial Solutions, LLC | 2.06% | Reduce -2.4% | 53,732 | $4.4M |
| MBA Advisors LLC | 2.22% | Add +2.9% | 53,162 | $4.3M |
| Aua Capital Management, LLC | 2.59% | Reduce -2.0% | 52,660 | $4.3M |
| Keel Point, LLC | 0.39% | Reduce -31.9% | 51,657 | $4.3M |
| Wick Capital Partners, LLC | 1.48% | Reduce -21.8% | 52,165 | $4.3M |
| Rothschild Wealth LLC | 1.36% | Reduce -38.2% | 51,378 | $4.2M |
| Martin Capital Partners, LLC | 1.68% | Add +1.2% | 50,872 | $4.2M |
| Delos Wealth Advisors, LLC | 4.01% | Add +6.6% | 50,871 | $4.2M |
| SigFig Wealth Management, LLC | 0.15% | Add +3.0% | 50,548 | $4.1M |
| Marex Group Ltd | 0.11% | New | 50,000 | $4.1M |
| Parallel Advisors, LLC | 0.10% | Add +5.2% | 49,901 | $4.1M |
| Spire Wealth Management | 0.14% | Add +40.7% | 49,547 | $4.0M |
| TFB Advisors LLC | 1.31% | Reduce -13.3% | 49,243 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -20.4% | 49,093 | $4.0M |
| Essential Planning, LLC. | 1.75% | Reduce -11.3% | 48,631 | $4.0M |
| Proficio Capital Partners LLC | 0.41% | Reduce -16.1% | 48,298 | $3.9M |
| Brady Family Wealth, LLC | 1.27% | Add +6.2% | 48,292 | $3.9M |
| Money Concepts Capital Corp. | 0.33% | Reduce -5.3% | 48,264 | $3.9M |
| Hudock, Inc. | 0.73% | Add +0.5% | 48,221 | $3.9M |
| AE Wealth Management LLC | 0.04% | Add +7.9% | 47,806 | $3.9M |
| Mount Lucas Management LP | 1.38% | Add +19.6% | 47,767 | $3.9M |
| Capasso Planning Partners LLC | 1.26% | Add +0.3% | 47,571 | $3.9M |
| One Day In July LLC | 0.48% | Add +0.7% | 47,543 | $3.9M |
| Citizens Financial Group Inc. | 0.09% | Reduce -1.6% | 47,346 | $3.9M |
| Global Retirement Partners, LLC | 0.12% | Add +39.0% | 47,180 | $3.9M |
| Counterweight Ventures, LLC | 2.90% | Add +8.2% | 47,008 | $3.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -9.9% | 46,833 | $3.8M |
| MinichMacGregor Wealth Management, LLC | 0.92% | Reduce -0.1% | 46,076 | $3.8M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +211.4% | 45,614 | $3.7M |
| Performance Wealth Partners, LLC | 0.13% | Reduce -14.7% | 44,552 | $3.6M |
| Arrow Investment Advisors, LLC | 3.28% | Add +78.0% | 44,109 | $3.6M |
| Quadrature Capital Ltd | 0.06% | New | 44,044 | $3.6M |
| Topel & Distasi Wealth Management, LLC | 1.57% | Reduce -0.4% | 43,855 | $3.6M |
| Winch Advisory Services, LLC | 1.01% | Add +0.8% | 43,297 | $3.5M |
| Norden Group LLC | 0.71% | Reduce -14.0% | 43,267 | $3.5M |
| Regal Investment Advisors LLC | 0.23% | Reduce -25.7% | 43,131 | $3.5M |
| CPR Investments Inc. | 2.91% | Reduce -18.5% | 43,107 | $3.5M |
| Bulltick Wealth Management, LLC | 0.98% | Reduce -37.5% | 43,004 | $3.5M |
| Avior Wealth Management, LLC | 0.15% | Reduce -43.8% | 42,857 | $3.5M |
| Prospera Financial Services Inc | 0.10% | Reduce -25.7% | 42,570 | $3.5M |
| FinTrust Capital Advisors, LLC | 0.63% | Add +50.1% | 42,494 | $3.5M |
| Edgestream Partners, L.P. | 0.17% | Add +299.2% | 42,066 | $3.4M |
| Cornell University | 74.37% | No change | 41,816 | $3.4M |
| Independent Financial Group, LLC | 0.14% | Add +7.3% | 41,769 | $3.4M |
| Stock Yards Bank & Trust Co. | 0.11% | Add +8.9% | 41,742 | $3.4M |
| Cabot Wealth Management Inc. | 0.45% | Reduce -14.9% | 41,647 | $3.4M |
| Presilium Private Wealth, LLC | 0.85% | Reduce -1.5% | 41,078 | $3.4M |
| Lee Financial Co | 0.54% | Reduce -18.3% | 40,691 | $3.3M |
| Cascade Financial Partners, LLC | 0.44% | Add +157.8% | 40,530 | $3.3M |
| Strata Wealth Advisors, LLC | 1.13% | Add +370.8% | 40,152 | $3.3M |
| First Horizon Advisors, Inc. | 0.10% | Add +49.2% | 39,864 | $3.3M |
| Berkshire Asset Management LLC | 0.16% | New | 39,659 | $3.2M |
| Harbor Investment Advisory, LLC | 0.33% | Reduce -1.1% | 39,116 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +2.6% | 38,951 | $3.2M |
| Peoples Bank | 1.64% | Add +2.7% | 38,652 | $3.2M |
| Eagle Global Advisors LLC | 0.17% | Add +0.7% | 38,400 | $3.1M |
| Concourse Financial Group Securities, Inc. | 0.20% | Reduce -27.2% | 38,243 | $3.1M |
| Jump Financial, LLC | 0.06% | New | 38,221 | $3.1M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -65.7% | 37,990 | $3.1M |
| Values First Advisors, Inc. | 1.85% | Add +4.6% | 37,761 | $3.1M |
| Noble Family Wealth, LLC | 0.88% | Reduce -4.9% | 37,399 | $3.1M |
| Fiduciary Trust Co | 0.05% | Reduce -7.5% | 37,380 | $3.1M |
| Carr Financial Group Corp | 0.97% | Reduce -72.6% | 37,328 | $3.0M |
| GeoWealth Management, LLC | 0.13% | Add +0.7% | 36,656 | $3.0M |
| Independent Family Office, LLC | 1.70% | Add +10.7% | 36,449 | $3.0M |
| New Capital Management LP | 0.90% | Reduce -2.4% | 35,808 | $2.9M |
| Platform Technology Partners | 1.00% | — | 35,742 | $2.9M |
| Laurel Wealth Advisors LLC | 0.51% | Reduce -2.3% | 35,593 | $2.9M |
| Csenge Advisory Group | 0.16% | Reduce -6.0% | 35,480 | $2.9M |
| Bison Wealth, LLC | 0.47% | No change | 35,282 | $2.9M |
| RFG Advisory, LLC | 0.09% | Add +0.2% | 35,040 | $2.9M |
| Park Edge Advisors, LLC | 0.86% | Reduce -23.4% | 34,563 | $2.8M |
| Penobscot Investment Management Company, Inc. | 0.27% | Add +24.3% | 34,487 | $2.8M |
| UMB Bank, n.a. | 0.05% | Add +49.8% | 33,743 | $2.8M |
| AIA Group Ltd | 0.08% | Add +132.7% | 33,735 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.29% | Reduce -54.4% | 33,408 | $2.7M |
| Councilor Wealth, LLC | 1.39% | Add +1.4% | 33,056 | $2.7M |
| Jmac Enterprises LLC | 0.47% | Reduce -76.8% | 32,943 | $2.7M |
| Advocacy Wealth Management, LLC | 0.22% | Reduce -0.5% | 32,844 | $2.7M |
| Charter Oak Capital Management, LLC | 0.28% | Reduce -9.8% | 32,539 | $2.7M |
| Family Wealth Partners, LLC | 1.38% | Add +0.3% | 32,491 | $2.7M |
| Bright Futures Wealth Management, LLC. | 1.43% | Add +4.8% | 31,829 | $2.6M |
| Archford Capital Strategies, LLC | 0.43% | Add +3.0% | 32,151 | $2.6M |
| Rovin Capital /Ut/ | 1.09% | New | 31,902 | $2.6M |
| Financial Advocates Investment Management | 0.16% | Add +6.6% | 31,737 | $2.6M |
| Chesley Taft & Associates LLC | 0.13% | Reduce -4.0% | 31,404 | $2.6M |
| Samalin Investment Counsel, LLC | 1.17% | Add +4.6% | 30,753 | $2.5M |
| Headinvest, LLC | 0.49% | Reduce -3.5% | 30,703 | $2.5M |
| Avalon Capital Management | 0.79% | New | 30,676 | $2.5M |
| Ascentis Independent Advisors | 0.52% | — | 30,425 | $2.5M |
| Tillman Hartley LLC | 0.85% | Reduce -0.4% | 30,416 | $2.5M |
| Westside Investment Management, Inc. | 0.57% | Reduce -0.1% | 30,267 | $2.5M |
| Veracity Capital LLC | 1.03% | Reduce -7.5% | 30,251 | $2.5M |
| RMR Wealth Builders | 0.28% | Add +0.0% | 30,106 | $2.5M |
| Patten & Patten Inc. | 0.17% | Reduce -7.9% | 30,071 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -52.6% | 30,000 | $2.4M |
| Principal Securities, Inc. | 0.07% | Reduce -31.9% | 29,983 | $2.4M |
| Commerce Bank | 0.02% | Add +0.6% | 29,959 | $2.4M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -27.2% | 29,826 | $2.4M |
| Compound Planning, Inc. | 0.18% | Add +31.8% | 29,812 | $2.4M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.6% | 29,326 | $2.4M |
| Clearwater Capital Advisors, LLC | 0.25% | Reduce -1.3% | 29,216 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -13.4% | 28,947 | $2.4M |
| Spreng Capital Management, Inc. | 1.22% | Reduce -1.6% | 28,828 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -36.1% | 28,795 | $2.4M |
| Motiv8 Investments LLC | 1.75% | Reduce -23.7% | 28,775 | $2.4M |
| Blue Fin Capital, Inc. | 0.46% | Add +10.7% | 28,496 | $2.3M |
| Camelot Technology Advisors, Inc. | 2.15% | Reduce -1.4% | 28,301 | $2.3M |
| Little House Capital LLC | 0.72% | Add +623.6% | 28,208 | $2.3M |
| Wealthcare Capital Management LLC | 0.24% | Reduce -0.2% | 28,200 | $2.3M |
| Fidelity D & D Bancorp Inc. | 1.74% | Add +129.5% | 28,106 | $2.3M |
| IHT Wealth Management, LLC | 0.09% | Reduce -10.2% | 28,043 | $2.3M |
| Hollow Brook Wealth Management LLC | 0.77% | Add +22.2% | 27,843 | $2.3M |
| Wescott Financial Advisory Group, LLC | 0.26% | Add +5.9% | 27,500 | $2.2M |
| Phillips Financial Management, LLC | 0.18% | Reduce -0.5% | 27,316 | $2.2M |
| Gallagher Fiduciary Advisors, LLC | 0.50% | Add +158.3% | 27,212 | $2.2M |
| Pacific Financial Group Inc. | 1.56% | Reduce -6.3% | 26,976 | $2.2M |
| EFG Asset Management (Americas) Corp. | 0.43% | Add +30.0% | 26,957 | $2.2M |
| LFA - Lugano Financial Advisors SA | 1.68% | Reduce -9.8% | 26,940 | $2.2M |
| Rehmann Capital Advisory Group | 0.15% | Add +4.0% | 26,298 | $2.1M |
| CreativeOne Wealth, LLC | 0.11% | Add +0.9% | 26,203 | $2.1M |
| Family Firm, Inc. | 0.47% | Reduce -12.9% | 26,089 | $2.1M |
| GLOBALT Investments LLC / GA | 0.08% | Add +28.7% | 26,005 | $2.1M |
| Capital Advisory Group Advisory Services, LLC | 0.90% | Add +17.1% | 25,654 | $2.1M |
| All Terrain Financial Advisors, LLC | 0.88% | Add +19.7% | 25,629 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -19.4% | 25,598 | $2.1M |
| Crescent Grove Advisors, LLC | 0.23% | Reduce -25.6% | 25,494 | $2.1M |
| 4J Wealth Management LLC | 1.72% | Reduce -9.4% | 25,421 | $2.1M |
| J. Safra Sarasin Holding AG | 0.04% | — | 25,000 | $2.0M |
| D L Carlson Investment Group Inc. | 0.39% | Add +9.3% | 24,933 | $2.0M |
| Modera Wealth Management, LLC | 0.03% | Add +44.3% | 24,863 | $2.0M |
| StoneX Group Inc. | 0.16% | Reduce -5.3% | 24,630 | $2.0M |
| Choreo, LLC | 0.03% | Add +18.7% | 24,607 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Reduce -1.4% | 24,447 | $2.0M |
| Community Bank, N.A. | 0.26% | Add +3.5% | 24,149 | $2.0M |
| Dorsey Wright & Associates | 0.51% | Reduce -7.3% | 24,136 | $2.0M |
| Fifth Third Securities, Inc. | 0.18% | Add +10.5% | 23,986 | $2.0M |
| Intrua Financial, LLC | 0.32% | Add +10.6% | 23,894 | $2.0M |
| LifeGuide Financial Advisors, LLC | 0.95% | Add +2.9% | 23,844 | $1.9M |
| Whitcomb & Hess, Inc. | 0.60% | Add +6.8% | 23,773 | $1.9M |
| K.J. Harrison & Partners Inc | 0.31% | No change | 23,200 | $1.9M |
| Probity Advisors, Inc. | 0.39% | Reduce -13.1% | 23,154 | $1.9M |
| Smartleaf Asset Management LLC | 0.31% | Reduce -4.8% | 23,005 | $1.9M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -4.0% | 22,934 | $1.9M |
| Confluence Wealth Services, Inc. | 0.15% | Add +129.1% | 22,867 | $1.9M |
| Peak Asset Management, LLC | 0.37% | Reduce -3.6% | 22,848 | $1.9M |
| First Community Trust NA | 1.59% | No change | 22,804 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +4.2% | 22,460 | $1.8M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Reduce -5.6% | 22,432 | $1.8M |
| NTV Asset Management LLC | 0.26% | Reduce -19.5% | 22,321 | $1.8M |
| Capital Analysts, LLC | 0.08% | Add +436.9% | 22,229 | $1.8M |
| Raymond James Trust N.A. | 0.04% | Reduce -13.8% | 22,197 | $1.8M |
| Strategy Asset Managers LLC | 0.40% | Reduce -19.2% | 22,352 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +99.3% | 22,177 | $1.8M |
| Cahaba Wealth Management, Inc. | 0.16% | Reduce -13.9% | 22,141 | $1.8M |
| Northeast Financial Group, Inc. | 0.77% | Reduce -5.5% | 22,064 | $1.8M |
| Lodestar Private Asset Management LLC | 0.25% | Reduce -8.4% | 22,003 | $1.8M |
| Portside Wealth Group, LLC | 0.34% | Reduce -52.8% | 21,902 | $1.8M |
| MMBG Investment Advisors Co. | 0.19% | No change | 21,884 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.88% | Reduce -1.3% | 21,737 | $1.8M |
| Perennial Advisors, LLC | 0.40% | Add +4.4% | 21,718 | $1.8M |
| West Paces Advisors Inc. | 0.46% | Reduce -29.0% | 21,504 | $1.8M |
| SkyView Investment Advisors, LLC | 0.31% | No change | 21,500 | $1.8M |
| King Wealth Management Group | 0.29% | Reduce -4.0% | 21,035 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -10.9% | 21,035 | $1.7M |
| WealthShield Partners, LLC | 0.26% | Add +1.9% | 20,968 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.30% | Reduce -9.6% | 20,712 | $1.7M |
| Acorn Wealth Advisors, LLC | 0.83% | Reduce -13.8% | 20,627 | $1.7M |
| Alamar Capital Management, LLC | 1.02% | — | 20,585 | $1.7M |
| Investment Advisory Group, LLC | 0.64% | Reduce -1.4% | 20,331 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -10.9% | 20,216 | $1.7M |
| William Howard & Co Financial Advisors Inc | 1.52% | Add +0.2% | 20,208 | $1.6M |
| Towercrest Capital Management | 0.27% | Add +7.7% | 20,184 | $1.6M |
| ORG Partners LLC | 0.20% | New | 20,236 | $1.6M |
| MV Capital Management, Inc. | 0.18% | Add +3.7% | 20,069 | $1.6M |
| Independent Wealth Network Inc. | 0.76% | Reduce -23.2% | 19,835 | $1.6M |
| GenTrust, LLC | 0.09% | Add +0.1% | 19,791 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | No change | 19,641 | $1.6M |
| Fidelis Capital Partners, LLC | 0.23% | New | 19,437 | $1.6M |
| Nvwm, LLC | 0.42% | Reduce -13.9% | 19,547 | $1.6M |
| Roundview Capital LLC | 0.13% | Add +6.5% | 19,496 | $1.6M |
| Wealth Advisory Solutions, LLC | 0.43% | Reduce -2.5% | 19,400 | $1.6M |
| Voya Financial Advisors, Inc. | 0.18% | Add +17.0% | 19,395 | $1.6M |
| Heck Capital Advisors, LLC | 0.20% | Reduce -86.6% | 19,356 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +7.2% | 19,322 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +0.5% | 19,194 | $1.6M |
| CW Advisors, LLC | 0.02% | Reduce -0.6% | 19,188 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -26.6% | 19,165 | $1.6M |
| Chartwell Investment Partners, LLC | 0.05% | Add +9.3% | 19,070 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -27.6% | 18,949 | $1.5M |
| Legacy Wealth Asset Management, LLC | 0.44% | Add +6.0% | 18,923 | $1.5M |
| PFG Advisors | 0.10% | Reduce -13.3% | 18,829 | $1.5M |
| Northwest Wealth Management, LLC | 0.40% | Add +1.8% | 18,805 | $1.5M |
| Financial Counselors Inc. | 0.02% | Add +44.0% | 18,384 | $1.5M |
| Midwest Professional Planners, LTD. | 0.50% | Reduce -3.9% | 18,330 | $1.5M |
| PFG Investments, LLC | 0.11% | Reduce -34.0% | 18,329 | $1.5M |
| Center For Asset Management LLC | 0.99% | Reduce -77.8% | 18,312 | $1.5M |
| Hutchens & Kramer Investment Management Group, LLC | 0.82% | Add +6.3% | 18,354 | $1.5M |
| Burke & Herbert Bank & Trust Co. | 0.35% | New | 17,868 | $1.5M |
| Chemistry Wealth Management LLC | 0.38% | Reduce -1.4% | 17,863 | $1.5M |
| Brightwater Advisory LLC | 1.13% | Add +9.5% | 17,849 | $1.5M |
| Robinson Value Management, Ltd. | 1.01% | Add +0.1% | 17,787 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +6.5% | 17,755 | $1.4M |
| Rooted Wealth Advisors, Inc. | 0.64% | Add +0.6% | 17,638 | $1.4M |
| Realta Investment Advisors | 0.28% | Reduce -40.0% | 17,354 | $1.4M |
| Patten Group, Inc. | 0.33% | Reduce -0.8% | 17,144 | $1.4M |
| Arrowroot Family Office, LLC | 0.89% | Reduce -21.8% | 17,048 | $1.4M |
| Continuum Advisory, LLC | 0.20% | Reduce -6.3% | 17,041 | $1.4M |
| Benjamin Edwards Inc. | 0.26% | Reduce -34.2% | 16,802 | $1.4M |
| Verus Capital Partners, LLC | 0.14% | No change | 16,803 | $1.4M |
| Visionary Wealth Advisors | 0.09% | Reduce -40.6% | 16,783 | $1.4M |
| TriaGen Wealth Management LLC | 0.53% | Add +5.5% | 16,709 | $1.4M |
| Rather & Kittrell, Inc. | 0.37% | Reduce -4.3% | 16,679 | $1.4M |
| AMG National Trust Bank | 0.04% | Add +240.2% | 16,413 | $1.3M |
| Carnegie Investment Counsel | 0.04% | Reduce -0.5% | 16,386 | $1.3M |
| Element Wealth, LLC | 0.75% | Reduce -26.6% | 16,338 | $1.3M |
| Midland Wealth Advisors, LLC | 0.08% | Add +83.1% | 16,239 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +2596.9% | 15,912 | $1.3M |
| Jordan Park Group LLC | 0.10% | Add +1.0% | 15,896 | $1.3M |
| Empowered Funds, LLC | 0.02% | Add +54.8% | 15,752 | $1.3M |
| J. W. Coons Advisors, LLC | 0.24% | Add +11.2% | 15,429 | $1.3M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -6.2% | 15,220 | $1.2M |
| TCP Asset Management, LLC | 0.31% | Reduce -27.1% | 15,135 | $1.2M |
| Retirement Income Solutions, Inc. | 0.30% | Reduce -44.4% | 15,127 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.35% | Reduce -15.0% | 15,064 | $1.2M |
| IFG Advisory, LLC | 0.08% | Add +6.0% | 15,058 | $1.2M |
| Aveo Capital Partners, LLC | 0.14% | Add +1.0% | 15,054 | $1.2M |
| Strategic Financial Concepts, LLC | 0.71% | Reduce -36.3% | 15,004 | $1.2M |
| Castleview Partners, LLC | 0.70% | Reduce -6.1% | 14,977 | $1.2M |
| TrinityPoint Wealth, LLC | 0.19% | No change | 14,945 | $1.2M |
| Diversify Wealth Management, LLC | 0.15% | — | 14,714 | $1.2M |
| Procyon Advisors, LLC | 0.09% | Add +13.1% | 14,881 | $1.2M |
| Howard Capital Management, LLC | 0.12% | Reduce -5.7% | 14,806 | $1.2M |
| Napa Wealth Management | 0.81% | Reduce -32.3% | 14,762 | $1.2M |
| MSH Capital Advisors LLC | 0.40% | Reduce -34.7% | 14,616 | $1.2M |
| Swmg, LLC | 0.53% | Reduce -32.9% | 14,581 | $1.2M |
| Personal Cfo Solutions, LLC | 0.18% | Reduce -11.9% | 14,242 | $1.2M |
| Compton Wealth Advisory Group, LLC | 0.31% | Reduce -34.1% | 14,232 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -7.0% | 14,154 | $1.2M |
| Cooper Financial Group | 0.17% | Add +0.8% | 14,082 | $1.1M |
| Welch Group, LLC | 0.06% | Add +14.3% | 14,020 | $1.1M |
| St. James Investment Company, LLC | 0.20% | Reduce -2.4% | 13,890 | $1.1M |
| Eq LLC | 0.67% | New | 13,800 | $1.1M |
| NDWM LLC | 0.99% | Reduce -11.3% | 13,675 | $1.1M |
| NorthRock Partners, LLC | 0.04% | Reduce -62.3% | 13,669 | $1.1M |
| Financial Management Professionals, Inc. | 0.15% | Add +5.6% | 13,512 | $1.1M |
| Clearbridge Investments, LLC | 0.00% | Reduce -3.7% | 13,367 | $1.1M |
| First Foundation Advisors | 0.04% | Reduce -8.7% | 13,266 | $1.1M |
| Biltmore Wealth Management, LLC | 0.47% | Reduce -19.4% | 13,199 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.9% | 13,180 | $1.1M |
| International Assets Investment Management, LLC | 0.10% | Add +1.7% | 13,055 | $1.1M |
| Ironwood Wealth Management, LLC. | 0.35% | Add +12.3% | 12,978 | $1.1M |
| WESCAP Management Group, Inc. | 0.30% | Add +48.2% | 12,919 | $1.1M |
| ABLE Financial Group, LLC | 0.38% | New | 12,732 | $1.0M |
| Addison Capital Co | 0.45% | Add +80.0% | 12,685 | $1.0M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -15.7% | 12,664 | $1.0M |
| Axiom Advisory, LLC | 0.01% | New | 12,600 | $1.0M |
| Barry Investment Advisors, LLC | 0.34% | Add +12.5% | 12,456 | $1.0M |
| Apexium Financial, LP | 0.07% | Reduce -9.1% | 12,440 | $1.0M |
| Hobbs Group Advisors, LLC | 0.38% | — | 12,318 | $1.0M |
| Belpointe Asset Management LLC | 0.07% | Reduce -3.4% | 12,309 | $1.0M |
| Ieq Capital, LLC | 0.01% | New | 12,289 | $1.0M |
| Idaho Trust Co | 0.51% | New | 12,287 | $1.0M |
| Rodgers Brothers Inc. | 0.13% | No change | 12,200 | $996K |
| Weaver Consulting Group | 0.35% | Add +123.1% | 12,168 | $994K |
| Bright Financial Advisors, Inc. | 0.70% | New | 12,167 | $993K |
| Mattern Wealth Management LLC | 0.24% | Add +0.1% | 12,116 | $989K |
| Consolidated Portfolio Review Corp | 0.23% | Reduce -0.4% | 12,105 | $988K |
| Aries Wealth Management | 0.31% | Reduce -0.3% | 12,093 | $987K |
| Plan Group Financial, LLC | 0.60% | Add +1.7% | 12,014 | $981K |
| Benedict Financial Advisors Inc. | 0.25% | Add +10.6% | 11,923 | $974K |
| Rothschild Investment LLC | 0.07% | Add +4.7% | 11,851 | $968K |
| Alera Investment Advisors, LLC | 0.12% | New | 11,819 | $965K |
| Beirne Wealth Consulting Services, LLC | 0.39% | No change | 11,770 | $961K |
| My Legacy Advisors, LLC | 0.31% | Reduce -21.8% | 11,757 | $960K |
| Bessemer Group Inc. | 0.00% | Add +0.7% | 11,696 | $955K |
| Acropolis Investment Management, LLC | 0.06% | No change | 11,690 | $954K |
| Searle & Co. | 0.22% | No change | 11,500 | $939K |
| Howard Financial Services, LTD. | 0.15% | Reduce -4.1% | 11,497 | $939K |
| Rockland Trust Co. | 0.05% | Add +1.6% | 11,475 | $937K |
| Americana Partners, LLC | 0.07% | No change | 11,435 | $934K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -6.1% | 11,431 | $933K |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -22.9% | 11,406 | $931K |
| Kathleen S. Wright Associates Inc. | 0.43% | Reduce -6.6% | 11,383 | $929K |
| Eagle Asset Management Inc. | 0.01% | Reduce -6.3% | 11,431 | $929K |
| IPG Investment Advisors LLC | 0.20% | Add +1.4% | 11,326 | $925K |
| Alhambra Investment Management LLC | 0.50% | Reduce -16.0% | 11,267 | $920K |
| M3 Advisory Group, LLC | 0.76% | No change | 11,249 | $918K |
| Park Place Capital Corp | 0.29% | Add +3.5% | 11,187 | $913K |
| Enterprise Bank & Trust Co | 0.31% | No change | 11,172 | $912K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -26.3% | 11,078 | $904K |
| Shira Ridge Wealth Management | 0.50% | Reduce -18.7% | 11,054 | $903K |
| Davis-Rea LTD. | 0.45% | New | 11,040 | $901K |
| Vicus Capital | 0.08% | Add +3.8% | 11,025 | $900K |
| First National Trust Co | 0.04% | Reduce -3.0% | 11,019 | $900K |
| Amarillo National Bank | 0.17% | Add +5.2% | 11,016 | $899K |
| Moors & Cabot, Inc. | 0.05% | Reduce -32.9% | 10,865 | $887K |
| Simplex Trading, LLC | 0.03% | Add +313.2% | 10,864 | $887K |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 10,765 | $879K |
| Krilogy Financial LLC | 0.06% | Reduce -3.8% | 10,765 | $879K |
| Garrison Point Advisors, LLC | 0.58% | Add +7.0% | 10,735 | $877K |
| Bellecapital International Ltd. | 0.19% | No change | 10,671 | $871K |
| Guardian Capital Advisors LP | 0.09% | Add +5.6% | 10,495 | $857K |
| Allred Capital Management, LLC | 0.33% | Reduce -0.6% | 10,470 | $855K |
| Arkadios Wealth Advisors | 0.06% | Add +153.8% | 10,357 | $846K |
| Zhang Financial LLC | 0.06% | Reduce -4.3% | 10,343 | $844K |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -3.3% | 10,318 | $842K |
| Fort Point Capital Partners LLC | 0.11% | Reduce -18.7% | 10,316 | $842K |
| Sierra Capital LLC | 0.11% | No change | 10,078 | $823K |
| New Century Financial Group, LLC | 0.35% | Add +13.9% | 10,060 | $821K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -13.9% | 10,046 | $820K |
| Gries Financial LLC | 0.17% | Add +1.9% | 10,021 | $818K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -2.1% | 10,000 | $817K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -0.1% | 9,939 | $812K |
| Herr Investment Group LLC | 0.24% | Reduce -16.8% | 9,891 | $808K |
| Smith Thornton Advisors LLC | 0.59% | — | 9,849 | $804K |
| Simon Quick Advisors, LLC | 0.06% | No change | 9,800 | $800K |
| Advisory Research Inc. | 0.15% | Add +41.4% | 9,790 | $799K |
| SignalPoint Asset Management, LLC | 0.21% | Reduce -1.4% | 9,765 | $797K |
| One Capital Management, LLC | 0.03% | Reduce -4.9% | 9,763 | $797K |
| D.A. Davidson & Co. | 0.01% | Add +3.6% | 9,684 | $791K |
| Advanced Asset Management Advisors Inc | 0.21% | Reduce -5.1% | 9,684 | $791K |
| Compass Ion Advisors, LLC | 0.11% | No change | 9,667 | $791K |
| Shepherd Financial Partners LLC | 0.10% | Add +57.1% | 9,612 | $785K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.33% | Reduce -6.7% | 9,577 | $782K |
| Hassell Wealth Management, LLC | 0.35% | Reduce -3.4% | 9,467 | $778K |
| Sinecera Capital, LLC | 1.06% | Reduce -1.2% | 9,511 | $776K |
| Chapin Davis, Inc. | 0.27% | Add +0.9% | 9,509 | $776K |
| Verum Partners LLC | 0.25% | Reduce -55.0% | 9,493 | $775K |
| Renasant Bank | 0.53% | Add +2.6% | 9,485 | $774K |
| New South Capital Management Inc. | 0.03% | No change | 9,405 | $768K |
| IFP Advisors, Inc | 0.03% | Reduce -74.1% | 9,401 | $768K |
| Roberts Wealth Advisors, LLC | 0.26% | Reduce -8.9% | 9,384 | $766K |
| Barrett & Company, Inc. | 0.35% | No change | 9,375 | $766K |
| Bridge Advisory, LLC | 0.37% | Reduce -9.2% | 9,224 | $753K |
| Glen Eagle Advisors, LLC | 0.14% | Reduce -9.6% | 9,220 | $753K |
| Oliver Luxxe Assets LLC | 0.16% | Add +14.6% | 9,182 | $750K |
| Bank of Hawaii | 0.03% | No change | 9,162 | $748K |
| United Asset Strategies, Inc. | 0.07% | Reduce -3.6% | 9,077 | $741K |
| Guerra Pan Advisors, LLC | 0.62% | No change | 9,075 | $741K |
| Relative Value Partners Group, LLC | 0.10% | New | 9,062 | $740K |
| Lake Street Private Wealth, LLC | 0.10% | Add +0.4% | 9,062 | $740K |
| Allworth Financial LP | 0.00% | Reduce -15.0% | 8,937 | $732K |
| Merit Financial Group, LLC | 0.02% | Reduce -68.2% | 8,943 | $730K |
| Moulton Wealth Management, Inc. | 0.66% | Add +1.8% | 8,937 | $730K |
| Addison Advisors LLC | 0.24% | Add +5.9% | 8,930 | $729K |
| SVB Wealth LLC | 0.02% | Reduce -42.2% | 8,727 | $713K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -44.9% | 8,721 | $712K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -10.3% | 8,700 | $710K |
| Empirical Asset Management, LLC | 0.27% | Add +10.1% | 8,653 | $707K |
| Oxbow Advisors, LLC | 0.09% | Add +8.9% | 8,600 | $702K |
| Magnus Financial Group LLC | 0.08% | Reduce -5.0% | 8,544 | $698K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -59.4% | 8,543 | $698K |
| Moneco Advisors, LLC | 0.10% | Add +3.8% | 8,504 | $694K |
| DeDora Capital, Inc. | 0.21% | Reduce -3.3% | 8,483 | $693K |
| Lanark Financial, Inc. | 0.06% | Reduce -6.7% | 8,439 | $689K |
| Greenwood Capital Associates LLC | 0.09% | Reduce -93.4% | 8,430 | $688K |
| Founders Financial Alliance, LLC | 0.20% | Reduce -28.4% | 8,413 | $687K |
| Farmers National Bank | 0.21% | Reduce -1.0% | 8,401 | $686K |
| Regions Financial Corp. | 0.01% | Reduce -24.0% | 8,369 | $683K |
| Priebe Wealth Holdings LLC | 0.54% | Add +7.4% | 8,326 | $680K |
| Mattern Capital Management, LLC | 0.09% | Reduce -0.3% | 8,278 | $676K |
| Drive Wealth Management, LLC | 0.18% | Reduce -22.4% | 8,273 | $675K |
| Allen Capital Group, LLC | 0.09% | Reduce -25.3% | 8,240 | $673K |
| Channel Wealth LLC | 0.24% | Reduce -6.2% | 8,198 | $669K |
| Private Trust Co. NA | 0.07% | Add +15.2% | 8,099 | $661K |
| JGP Wealth Management, LLC | 0.09% | New | 8,081 | $660K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -30.4% | 8,066 | $659K |
| Blue Trust, Inc. | 0.01% | No change | 8,030 | $657K |
| Stolper Co | 0.23% | Add +2.2% | 8,008 | $654K |
| Betterment LLC | 0.00% | New | 7,993 | $653K |
| SkyOak Wealth, LLC | 0.15% | Reduce -9.1% | 7,903 | $645K |
| Stordahl Capital Management, Inc. | 0.16% | Reduce -16.9% | 7,807 | $637K |
| Patton Fund Management, Inc. | 0.13% | Add +1.8% | 7,767 | $634K |
| Foundry Financial Group, Inc. | 0.44% | Reduce -0.8% | 7,752 | $633K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +0.7% | 7,720 | $630K |
| Hudson Capital Management LLC | 0.22% | Add +18.2% | 7,693 | $628K |
| Inscription Capital, LLC | 0.10% | Reduce -19.8% | 7,669 | $626K |
| Baker Ellis Asset Management LLC | 0.09% | No change | 7,626 | $623K |
| Mechanics Bank Trust Department | 0.09% | Add +46.8% | 7,580 | $619K |
| Summit Financial, LLC | 0.03% | Add +30.5% | 7,559 | $617K |
| Bfsg, LLC | 0.08% | Reduce -6.8% | 7,535 | $615K |
| Secure Asset Management, LLC | 0.12% | Add +2.0% | 7,528 | $615K |
| West Michigan Advisors, LLC | 0.20% | Add +0.7% | 7,509 | $613K |
| Blueprint Investment Partners LLC | 0.13% | Reduce -30.3% | 7,379 | $602K |
| Fiducient Advisors LLC | 0.08% | New | 7,374 | $602K |
| Cambridge Associates LLC /Ma/ | 0.03% | Reduce -77.0% | 7,361 | $601K |
| Jacobi Capital Management LLC | 0.05% | No change | 7,356 | $601K |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +28.0% | 7,333 | $599K |
| Legacy Private Trust Co. | 0.04% | Add +44.2% | 7,327 | $598K |
| ARS Wealth Advisors Group, LLC | 0.08% | Reduce -3.2% | 7,287 | $595K |
| Savant Capital, LLC | 0.01% | Add +58.4% | 7,286 | $595K |
| Ridgepath Capital Management LLC | 0.58% | Reduce -13.8% | 7,275 | $594K |
| JNBA Financial Advisors | 0.06% | Reduce -7.1% | 7,271 | $594K |
| HighMark Wealth Management LLC | 0.36% | Reduce -6.3% | 7,268 | $593K |
| Insigneo Advisory Services, LLC | 0.07% | New | 7,159 | $592K |
| Westwind Capital | 0.15% | Add +730.8% | 55,731 | $590K |
| Purus Wealth Management, LLC | 0.26% | Add +2.9% | 7,212 | $589K |
| Farmers Trust Co. | 0.12% | No change | 7,200 | $588K |
| Flagship Private Wealth, LLC | 0.35% | Reduce -49.9% | 7,183 | $586K |
| Pinnacle Wealth Management Group, Inc. | 0.40% | Reduce -21.1% | 7,162 | $585K |
| S. R. Schill & Associates | 0.26% | Add +10.6% | 7,154 | $584K |
| Horizon Family Wealth, Inc. | 0.44% | Add +187.0% | 7,112 | $581K |
| Franklin Resources Inc. | 0.00% | Add +25.5% | 7,077 | $578K |
| AlphaCentric Advisors LLC | 0.42% | Add +28.6% | 7,016 | $573K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.7% | 7,011 | $572K |
| Azimuth Capital Investment Management LLC | 0.02% | Add +0.6% | 6,985 | $570K |
| Mainstay Capital Management LLC | 0.10% | Reduce -75.9% | 6,981 | $570K |
| Good Life Advisors, LLC | 0.05% | Add +4.7% | 6,961 | $568K |
| Kingfisher Capital LLC | 0.13% | Add +3.3% | 6,954 | $568K |
| Redhawk Wealth Advisors, Inc. | 0.09% | Reduce -5.3% | 6,930 | $566K |
| Diversified Portfolios, Inc. | 0.07% | Reduce -4.9% | 6,917 | $565K |
| Forum Private Client Group LLC | 0.27% | Reduce -17.0% | 6,862 | $560K |
| Clarity Capital Partners LLC | 0.34% | Add +6.4% | 6,861 | $560K |
| Invesco Ltd. | 0.00% | Add +8.1% | 6,857 | $560K |
| Eagle Strategies LLC | 0.11% | Reduce -76.8% | 6,821 | $557K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -4.8% | 6,769 | $554K |
| Kovack Advisors, Inc. | 0.06% | Reduce -12.4% | 6,783 | $554K |
| Greenspring Advisors, LLC | 0.13% | No change | 6,779 | $554K |
| Barr E S & Co. | 0.04% | New | 6,775 | $553K |
| MN Wealth Advisors, LLC | 0.32% | New | 6,771 | $553K |
| Raab & Moskowitz Asset Management LLC | 0.15% | Add +4.0% | 6,760 | $552K |
| Vantage Financial Partners, LLC | 0.14% | New | 6,746 | $551K |
| Easterly Investment Partners LLC | 0.05% | No change | 6,734 | $550K |
| Fiduciary Alliance LLC | 0.09% | Add +138.8% | 6,754 | $550K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -20.2% | 6,676 | $545K |
| Beacon Financial Advisory LLC | 0.20% | Add +1.9% | 6,662 | $544K |
| Hilton Capital Management, LLC | 0.05% | New | 6,640 | $542K |
| Live Oak Private Wealth LLC | 0.09% | Add +1.3% | 6,620 | $541K |
| Gibbs Wealth Management | 0.22% | Reduce -15.3% | 6,583 | $538K |
| Lifeworks Advisors, LLC | 0.15% | Reduce -6.9% | 6,564 | $536K |
| First Financial Bank - Trust Division | 0.05% | Add +4.1% | 6,454 | $527K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Add +2684.3% | 6,404 | $523K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -31.7% | 6,404 | $523K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 6,390 | $522K |
| Yarger Wealth Strategies, LLC | 0.31% | Add +1.0% | 6,361 | $519K |
| Berger Financial Group, Inc | 0.04% | Reduce -7.6% | 6,350 | $518K |
| Arete Wealth Advisors, LLC | 0.04% | New | 6,338 | $518K |
| Beverly Hills Private Wealth, LLC | 0.11% | Reduce -0.4% | 6,337 | $517K |
| DMC Group, LLC | 0.44% | Add +5.8% | 6,318 | $516K |
| Shayne & Jacobs, LLC | 0.14% | No change | 6,310 | $515K |
| Brown Advisory Inc. | 0.00% | Add +111.3% | 6,292 | $514K |
| United Community Bank | 0.21% | Reduce -0.9% | 6,235 | $509K |
| Legacy Capital Wealth Partners, LLC | 0.13% | New | 6,227 | $508K |
| New Wave Wealth Advisors LLC | 0.27% | — | 6,190 | $505K |
| E&G Advisors, LLC | 0.15% | No change | 6,150 | $502K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +1.3% | 6,142 | $501K |
| SPC Financial, Inc. | 0.05% | Add +2.0% | 6,135 | $501K |
| A. D. Beadell Investment Counsel, Inc. | 0.42% | Add +32.2% | 6,113 | $499K |
| Lester Murray Antman dba SimplyRich | 0.16% | Reduce -1.0% | 6,080 | $496K |
| ProVise Management Group, LLC | 0.04% | New | 6,003 | $490K |
| Summa Corp. | 0.24% | No change | 6,000 | $490K |
| Atlas Capital Advisors Inc. | 0.06% | Reduce -17.6% | 5,986 | $489K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +32.5% | 5,972 | $488K |
| Avaii Wealth Management, LLC | 0.27% | Reduce -19.7% | 5,927 | $484K |
| 1620 Investment Advisors, Inc. | 0.38% | No change | 5,920 | $483K |
| Flagstar Securities, Inc. | 0.13% | Reduce -15.8% | 5,854 | $478K |
| Advisors Capital Management, LLC | 0.01% | New | 5,839 | $477K |
| Windward Private Wealth Management Inc. | 0.19% | Reduce -3.0% | 5,841 | $477K |
| Trust Co | 0.06% | No change | 5,840 | $477K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -28.5% | 5,830 | $476K |
| NCM Capital Management, LLC | 0.25% | Add +0.3% | 5,815 | $475K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 5,784 | $472K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -51.2% | 5,777 | $472K |
| Hilltop Holdings Inc. | 0.05% | Reduce -30.1% | 5,766 | $471K |
| Woodward Diversified Capital, LLC | 0.27% | New | 5,720 | $467K |
| Southeast Asset Advisors, LLC | 0.06% | No change | 5,710 | $466K |
| Heritage Wealth Partners, LLC | 0.67% | Reduce -20.3% | 5,666 | $463K |
| Busey Bank | 0.02% | No change | 5,565 | $454K |
| Ballast Advisors LLC | 0.14% | Reduce -11.7% | 5,537 | $452K |
| Banque Pictet & Cie SA | 0.00% | No change | 5,464 | $446K |
| Daymark Wealth Partners, LLC | 0.02% | Add +5.8% | 5,461 | $446K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -9.5% | 5,442 | $444K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -39.9% | 5,430 | $443K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -27.7% | 5,412 | $442K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -46.3% | 5,291 | $432K |
| Arkfeld Wealth Strategies, L.L.C. | 0.22% | Add +0.4% | 5,280 | $431K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -10.9% | 5,278 | $431K |
| First Hawaiian Bank | 0.01% | No change | 5,265 | $430K |
| Hancock Whitney Corp. | 0.01% | No change | 5,178 | $423K |
| WNY Asset Management, LLC | 0.06% | Add +2.3% | 5,147 | $420K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 5,111 | $417K |
| Forte Asset Management LLC | 0.25% | Add +27.5% | 5,100 | $416K |
| Cadinha & Co. LLC | 0.08% | Reduce -7.5% | 5,099 | $416K |
| Asset Management Group, Inc. | 0.06% | Add +1.0% | 5,047 | $412K |
| Twele Capital Management, Inc. | 0.09% | Reduce -10.3% | 5,023 | $410K |
| Boyd Watterson Asset Management LLC | 0.12% | No change | 5,000 | $408K |
| Resonant Capital Advisors, LLC | 0.03% | Reduce -19.8% | 4,987 | $407K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.0% | 4,978 | $406K |
| Joseph P. Lucia & Associates, LLC | 0.21% | Add +0.0% | 4,964 | $405K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +15.9% | 4,948 | $404K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -3.6% | 4,939 | $403K |
| WealthPlan Investment Management, LLC | 0.06% | No change | 4,931 | $403K |
| Crewe Advisors LLC | 0.04% | Add +222.2% | 4,917 | $401K |
| Chicago Wealth Management, Inc. | 0.23% | Reduce -18.7% | 4,906 | $401K |
| LCNB Corp. | 0.15% | Reduce -7.1% | 4,903 | $400K |
| L.M. Kohn & Company | 0.11% | Add +5.3% | 4,899 | $400K |
| Bokf, NA | 0.01% | Add +3.3% | 4,882 | $399K |
| Interactive Financial Advisors, Inc. | 0.22% | Add +1.7% | 4,862 | $397K |
| GW Henssler & Associates Ltd. | 0.02% | No change | 4,851 | $396K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -28.9% | 4,827 | $394K |
| Composition Wealth, LLC | 0.01% | Add +67.5% | 4,801 | $392K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 4,775 | $390K |
| TruWealth Advisors, LLC | 0.03% | Reduce -35.6% | 4,773 | $390K |
| Aspiriant, LLC | 0.02% | No change | 4,745 | $387K |
| Atlantic Union Bankshares Corp | 0.02% | New | 4,705 | $384K |
| HB Wealth Management, LLC | 0.00% | New | 4,685 | $383K |
| LifePro Asset Management | 0.27% | Reduce -13.7% | 4,670 | $381K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +49.4% | 4,652 | $380K |
| North Star Investment Management Corp. | 0.03% | Reduce -9.2% | 4,646 | $379K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -10.4% | 4,622 | $377K |
| Lokken Investment Group LLC | 0.18% | Add +13.9% | 4,621 | $377K |
| Alliance Wealth Management Group | 0.11% | Add +15.9% | 4,606 | $376K |
| Dimension Capital Management LLC | 0.08% | No change | 4,583 | $374K |
| Up Strategic Wealth Investment Advisors LLC | 0.56% | No change | 4,548 | $371K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +66.2% | 4,509 | $371K |
| PrairieView Partners, LLC | 0.04% | No change | 4,540 | $370K |
| ETF Store, Inc. | 0.38% | Reduce -41.8% | 4,529 | $370K |
| Tilia Fiduciary Partners, Inc. | 0.29% | No change | 4,516 | $369K |
| Disciplined Investments, LLC | 0.19% | Add +0.0% | 4,423 | $361K |
| Autumn Glory Partners, LLC | 0.18% | No change | 4,407 | $360K |
| Trilogy Capital Inc. | 0.02% | Reduce -9.3% | 4,367 | $357K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.9% | 4,311 | $352K |
| Seelaus Asset Management LLC | 0.36% | Reduce -18.0% | 4,284 | $350K |
| Alternative Investment Advisors, LLC. | 0.20% | New | 4,281 | $350K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +73.6% | 4,283 | $350K |
| Stapp Wealth Management, PLLC | 0.60% | No change | 4,275 | $349K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.10% | Reduce -7.1% | 4,249 | $347K |
| Phoenix Financial Ltd. | 0.01% | No change | 4,209 | $344K |
| Bremer Bank National Association | 0.07% | No change | 4,208 | $344K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -7.9% | 4,199 | $343K |
| HBW Advisory Services LLC | 0.06% | Add +0.5% | 4,173 | $341K |
| Retirement Capital Strategies | 0.14% | Add +1.7% | 4,170 | $340K |
| McDonald Partners LLC | 0.09% | No change | 4,156 | $339K |
| Evanson Asset Management, LLC | 0.02% | Reduce -1.2% | 4,139 | $338K |
| Caldwell Sutter Capital, Inc. | 0.17% | Add +2.2% | 4,099 | $335K |
| Lion Street Advisors, LLC | 0.12% | No change | 4,091 | $334K |
| Able Wealth Management LLC | 0.27% | Reduce -11.6% | 4,090 | $334K |
| Cordgrass Capital Advisors, LLC | 0.10% | Add +2.5% | 4,080 | $333K |
| Tectonic Advisors LLC | 0.02% | Add +1.8% | 4,038 | $330K |
| Arkos Global Advisors | 0.05% | No change | 4,027 | $329K |
| Heritage Oak Wealth Advisors LLC | 0.17% | — | 4,012 | $328K |
| Donaldson Capital Management, LLC | 0.01% | Add +2.2% | 3,996 | $326K |
| Brickley Wealth Management | 0.07% | No change | 3,990 | $326K |
| Pinion Investment Advisors, LLC | 0.16% | Add +7.8% | 3,971 | $324K |
| GFG Capital, LLC | 0.09% | No change | 22,095 | $323K |
| Whittier Trust Co. | 0.00% | Reduce -13.1% | 3,950 | $323K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -2.3% | 3,925 | $320K |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 0.27% | No change | 3,914 | $320K |
| Hexagon Capital Partners LLC | 0.07% | No change | 3,897 | $318K |
| Financial Network Wealth Advisors LLC | 0.24% | Reduce -48.0% | 3,866 | $316K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -7.3% | 3,855 | $315K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.02% | New | 3,855 | $315K |
| Strategic Blueprint, LLC | 0.02% | Reduce -83.1% | 3,847 | $314K |
| Stephens Group Asset Management, LLC | 0.03% | Add +7.0% | 3,822 | $312K |
| Fairfield, Bush & Co. | 0.19% | Reduce -10.1% | 3,800 | $310K |
| Arbor Trust Wealth Advisors, LLC | 0.16% | No change | 3,791 | $310K |
| Glass Jacobson Investment Advisors llc | 0.11% | No change | 3,790 | $309K |
| M. Kulyk & Associates, LLC | 0.07% | Add +3.3% | 3,736 | $305K |
| Bond & Devick Financial Network, Inc. | 0.16% | New | 3,727 | $304K |
| Clearstead Trust, LLC | 0.07% | Add +18.2% | 3,687 | $301K |
| Cadent Capital Advisors, LLC | 0.12% | Reduce -7.0% | 3,677 | $300K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -35.9% | 3,640 | $297K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -16.1% | 3,622 | $296K |
| TPG Advisors LLC | 0.25% | — | 3,607 | $295K |
| Sovereign Financial Group, Inc. | 0.07% | New | 3,591 | $293K |
| Sugarloaf Wealth Management, LLC | 0.05% | Reduce -57.9% | 3,581 | $292K |
| Ingalls & Snyder LLC | 0.01% | Reduce -6.5% | 3,575 | $292K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 3,537 | $289K |
| NewEdge Wealth, LLC | 0.01% | Add +20.2% | 3,507 | $286K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -41.3% | 3,433 | $280K |
| Guidance Capital, Inc. | 0.09% | Add +11.8% | 3,401 | $280K |
| Stanley-Laman Group, Ltd. | 0.04% | New | 3,368 | $275K |
| TrueMark Investments, LLC | 0.09% | New | 3,368 | $275K |
| Palumbo Wealth Management LLC | 0.12% | New | 3,356 | $274K |
| Legacy Capital Group California, Inc. | 0.10% | Reduce -10.7% | 3,346 | $273K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -10.7% | 3,326 | $272K |
| WMS Partners, LLC | 0.02% | No change | 3,325 | $271K |
| TBH Global Asset Management, LLC | 0.06% | Reduce -70.7% | 3,316 | $271K |
| Private Ocean, LLC | 0.02% | Add +10574.2% | 3,309 | $270K |
| Columbus Macro, LLC | 0.10% | Reduce -2.7% | 3,262 | $266K |
| AllSquare Wealth Management LLC | 0.16% | No change | 3,250 | $265K |
| Bay Rivers Group | 0.14% | New | 3,243 | $265K |
| Lakeridge Wealth Management LLC | 0.16% | Reduce -28.8% | 3,241 | $265K |
| SlateStone Wealth, LLC | 0.03% | Reduce -25.1% | 3,229 | $264K |
| Sollinda Capital Management LLC | 0.08% | Reduce -49.4% | 3,231 | $264K |
| Arrow Financial Corp | 0.03% | No change | 3,226 | $263K |
| Cynosure Group, LLC | 0.04% | No change | 3,194 | $261K |
| Napatree Capital LLC | 0.21% | Add +2.1% | 3,175 | $259K |
| Valley Financial Group, Inc. | 0.19% | New | 3,164 | $258K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -27.2% | 3,155 | $258K |
| Optimum Investment Advisors | 0.11% | Reduce -7.5% | 3,125 | $255K |
| Edge Financial Advisors LLC | 0.26% | New | 3,116 | $254K |
| Straight Path Wealth Management | 0.13% | No change | 3,100 | $253K |
| Anson Capital, Inc. | 0.25% | New | 3,089 | $252K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Reduce -34.7% | 3,093 | $252K |
| Lyell Wealth Management, LP | 0.02% | No change | 3,085 | $252K |
| Argent Trust Co | 0.01% | Add +2.3% | 3,076 | $251K |
| Mgo One Seven LLC | 0.01% | Add +10.4% | 3,057 | $250K |
| 1834 Investment Advisors Co. | 0.03% | Add +12.4% | 3,045 | $249K |
| SMI Advisory Services, LLC | 0.06% | New | 3,023 | $247K |
| Trivium Point Advisory, LLC | 0.04% | New | 3,010 | $246K |
| GFS Advisors, LLC | 0.04% | Add +16.9% | 3,507 | $245K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 3,000 | $245K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,000 | $245K |
| Kinloch Capital, LLC | 0.13% | New | 2,975 | $243K |
| Ransom Advisory, Ltd | 0.12% | Add +490.0% | 2,950 | $241K |
| RTD Financial Advisors, Inc. | 0.03% | New | 2,946 | $241K |
| Investment House LLC | 0.01% | No change | 2,938 | $240K |
| Harbour Investments, Inc. | 0.01% | Add +1.4% | 2,938 | $240K |
| Tempus Wealth Planning, LLC | 0.10% | Reduce -1.1% | 2,930 | $239K |
| Navis Wealth Advisors, LLC | 0.27% | New | 2,913 | $238K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,903 | $237K |
| Venture Visionary Partners LLC | 0.01% | Add +0.2% | 2,902 | $237K |
| SWP Financial LLC | 0.16% | Reduce -32.3% | 2,888 | $236K |
| Empower Advisory Group, LLC | 0.00% | New | 2,857 | $233K |
| DGS Capital Management, LLC | 0.06% | New | 2,803 | $229K |
| Coppell Advisory Solutions LLC | 0.04% | — | 2,765 | $226K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +5.0% | 2,758 | $225K |
| Tiemann Investment Advisors, LLC | 0.10% | Reduce -15.4% | 2,750 | $225K |
| Waterloo Capital, L.P. | 0.03% | Add +4.0% | 2,723 | $222K |
| Tyche Wealth Partners LLC | 0.05% | Add +2.8% | 2,721 | $222K |
| Gray Wealth Management Inc. | 0.09% | No change | 2,686 | $219K |
| Custom Portfolio Group LLC | 0.17% | Reduce -47.4% | 2,677 | $219K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -25.5% | 2,654 | $217K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -33.7% | 2,638 | $215K |
| Triton Financial Group Inc | 0.15% | No change | 2,635 | $215K |
| Arden Trust Co | 0.03% | No change | 2,609 | $213K |
| Shaker Investments LLC | 0.09% | Reduce -6.5% | 2,579 | $211K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 2,558 | $209K |
| Rede Wealth, LLC | 0.19% | Reduce -4.9% | 2,540 | $207K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,537 | $207K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 2,525 | $206K |
| Founders Financial Securities LLC | 0.02% | Reduce -20.3% | 2,525 | $206K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.0% | 2,484 | $203K |
| United Advisor Group, LLC | 0.06% | Reduce -7.5% | 2,471 | $202K |
| Mandatum Life Insurance Co Ltd | 0.07% | New | 2,470 | $202K |
| Certuity, LLC | 0.02% | Reduce -11.6% | 2,467 | $201K |
| Meridian Management Co. | 0.06% | No change | 2,465 | $201K |
| SeaBridge Investment Advisors LLC | 0.05% | No change | 2,462 | $201K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -9.3% | 2,452 | $200K |
| Deutsche Bank AG | 0.00% | No change | 2,390 | $195K |
| Tower View Wealth Management LLC | 0.11% | Add +1.0% | 2,371 | $194K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | New | 2,362 | $193K |
| Union Savings Bank | 0.10% | No change | 2,269 | $185K |
| Horizons Wealth Management | 0.15% | Reduce -44.3% | 2,220 | $182K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +0.9% | 2,164 | $177K |
| Pacific Center for Financial Services | 0.05% | No change | 2,108 | $172K |
| Ridgewood Investments LLC | 0.08% | Reduce -27.9% | 2,008 | $164K |
| Asset Dedication, LLC | 0.01% | Add +1.4% | 1,994 | $163K |
| CNB Bank | 0.08% | No change | 1,989 | $162K |
| Robinswood Financial LLC | 0.07% | No change | 1,986 | $162K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +1.0% | 1,947 | $159K |
| Raffa Wealth Management, LLC | 0.04% | Add +1.0% | 1,913 | $156K |
| Carmichael Hill & Associates, Inc. | 0.06% | No change | 1,842 | $150K |
| Zeit Capital LLC | 0.12% | No change | 1,735 | $142K |
| SIMA Wealth Partners, LLC | 0.13% | — | 1,708 | $139K |
| Caldwell Trust Co | 0.02% | No change | 1,690 | $138K |
| Deane Retirement Strategies, Inc. | 0.07% | Reduce -1.2% | 1,652 | $135K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.1% | 1,637 | $134K |
| Roble, Belko & Company, Inc | 0.02% | Add +0.9% | 1,615 | $132K |
| Lummis Asset Management, LP | 0.17% | No change | 1,595 | $130K |
| Northwest Capital Management Inc | 0.05% | Reduce -79.7% | 1,539 | $126K |
| REAP Financial Group, LLC | 0.03% | Reduce -33.2% | 1,517 | $124K |
| Jamison Private Wealth Management, Inc. | 0.02% | No change | 1,500 | $122K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -22.5% | 1,447 | $118K |
| Centerpoint Advisors, LLC | 0.04% | Add +1.3% | 1,447 | $118K |
| ESL Trust Services, LLC | 0.03% | Add +52.7% | 1,434 | $117K |
| Cypress Capital, LLC | 0.03% | Reduce -99.4% | 1,408 | $115K |
| TCTC Holdings, LLC | 0.00% | No change | 1,400 | $114K |
| Centaurus Financial, Inc. | 0.01% | Reduce -4.1% | 1,344 | $110K |
| Webster Bank, N. A. | 0.01% | No change | 1,327 | $108K |
| FWL Investment Management, LLC | 0.05% | Reduce -79.0% | 1,299 | $106K |
| Alaska Wealth Advisors, LLC | 0.02% | No change | 1,227 | $100K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +104.5% | 1,221 | $100K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,211 | $99K |
| Grove Bank & Trust | 0.02% | No change | 1,200 | $98K |
| Caitlin John, LLC | 0.07% | Add +99.3% | 1,194 | $97K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,171 | $96K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,135 | $93K |
| Mechanics Financial Corp | 0.05% | No change | 1,132 | $92K |
| Lindbrook Capital, LLC | 0.01% | Reduce -37.5% | 1,119 | $91K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | Reduce -1.1% | 1,115 | $91K |
| Bank of New Hampshire | 0.02% | No change | 1,112 | $91K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 1,098 | $90K |
| Mather Group, Llc. | 0.00% | Add +127.8% | 1,082 | $88K |
| Lowe Wealth Advisors, LLC | 0.04% | Reduce -3.3% | 1,035 | $85K |
| Gradient Investments LLC | 0.00% | Add +1316.2% | 963 | $79K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 962 | $79K |
| Vestor Capital, LLC | 0.01% | Add +44.2% | 943 | $77K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -1.3% | 942 | $77K |
| Chilton Capital Management LLC | 0.00% | New | 940 | $77K |
| Sandy Spring Bank | 0.00% | No change | 908 | $74K |
| Valley National Advisers Inc. | 0.01% | No change | 860 | $70K |
| Princeton Global Asset Management LLC | 0.01% | Add +772.6% | 829 | $68K |
| Rational Advisors, Inc. | 0.01% | New | 825 | $67K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 810 | $66K |
| Breakwater Investment Management | 0.03% | No change | 782 | $64K |
| Horizon Investments, LLC | 0.00% | Reduce -29.2% | 784 | $64K |
| Archer Investment Corp | 0.02% | Reduce -3.5% | 737 | $60K |
| WR Wealth Planners, LLC | 0.02% | Reduce -0.4% | 737 | $60K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.3% | 716 | $58K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 673 | $55K |
| Anchor Investment Management, LLC | 0.01% | No change | 641 | $52K |
| Semmax Financial Advisors Inc. | 0.01% | Add +5.8% | 602 | $50K |
| IFS Advisors, LLC | 0.04% | No change | 600 | $49K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -12.4% | 585 | $48K |
| Institutional & Family Asset Management, LLC | 0.01% | Reduce -51.3% | 582 | $48K |
| Sound Income Strategies, LLC | 0.00% | Add +23.1% | 564 | $46K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.2% | 503 | $46K |
| Criterion Capital Advisors, LLC | 0.03% | Add +29.1% | 555 | $45K |
| Colonial Trust Advisors | 0.00% | Reduce -15.9% | 555 | $45K |
| CENTRAL TRUST Co | 0.00% | Reduce -49.5% | 552 | $45K |
| Covestor Ltd | 0.03% | Reduce -15.3% | 533 | $44K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $41K |
| McIlrath & Eck, LLC | 0.01% | No change | 491 | $40K |
| Beacon Capital Management, LLC | 0.01% | Reduce -7.5% | 456 | $37K |
| Y.D. More Investments Ltd | 0.00% | Reduce -71.4% | 400 | $33K |
| Bangor Savings Bank | 0.00% | No change | 386 | $32K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 383 | $31K |
| Financial Connections Group, Inc. | 0.02% | New | 385 | $31K |
| WestEnd Advisors, LLC | 0.00% | New | 370 | $30K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 363 | $30K |
| First United Bank & Trust | 0.01% | Reduce -44.6% | 335 | $27K |
| Rain Capital Management, LLC | 0.02% | Reduce -14.9% | 320 | $26K |
| West Branch Capital LLC | 0.01% | Add +1.0% | 315 | $26K |
| Colonial Trust Co / SC | 0.00% | Reduce -21.2% | 313 | $26K |
| Bogart Wealth, LLC | 0.00% | Add +74.3% | 305 | $25K |
| Oakworth Capital, Inc. | 0.00% | No change | 300 | $24K |
| Private Wealth Management Group, LLC | 0.01% | New | 299 | $24K |
| Bray Capital Advisors | 0.01% | No change | 295 | $24K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | New | 286 | $23K |
| VitalStone Financial, LLC | 0.02% | New | 282 | $23K |
| MidAtlantic Capital Management, Inc. | 0.02% | No change | 279 | $23K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 274 | $22K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 273 | $22K |
| WASHINGTON TRUST Co | 0.00% | New | 260 | $21K |
| Rakuten Securities, Inc. | 0.01% | New | 255 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 255 | $21K |
| St Germain D J Co. Inc. | 0.00% | Reduce -6.4% | 247 | $20K |
| Abich Financial Wealth Management LLC | 0.01% | New | 244 | $20K |
| Gleason Group, Inc. | 0.00% | New | 210 | $17K |
| Gilliland Jeter Wealth Management LLC | 0.01% | Add +4.9% | 193 | $16K |
| Howe & Rusling Inc. | 0.00% | No change | 191 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +23.1% | 176 | $14K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | New | 173 | $14K |
| Jackson Hole Capital Partners, LLC | 0.00% | Reduce -7.5% | 172 | $14K |
| Indiana Trust & Investment Management Co | 0.01% | Reduce -71.6% | 170 | $14K |
| Optiver Holding B.V. | 0.00% | New | 159 | $13K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.7% | 155 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | Add +6.7% | 144 | $12K |
| Daiwa Securities Group Inc. | 0.00% | New | 145 | $12K |
| Richardson Financial Services Inc. | 0.01% | Reduce -12.3% | 128 | $10K |
| Aspire Private Capital, LLC | 0.00% | Reduce -76.1% | 121 | $10K |
| Main Street Group, LTD | 0.00% | No change | 113 | $9K |
| Transcendent Capital Group LLC | 0.00% | Reduce -50.5% | 100 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -21.3% | 96 | $8K |
| Creekmur Asset Management LLC | 0.00% | Reduce -54.7% | 96 | $8K |
| Tucker Asset Management LLC | 0.00% | No change | 95 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 92 | $7K |
| Key Financial Inc | 0.00% | No change | 90 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 88 | $7K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 84 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 80 | $7K |
| Horizon Financial Services, LLC | 0.00% | No change | 75 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 72 | $6K |
| Triad Wealth Partners, LLC | 0.00% | New | 71 | $6K |
| Trust Co. of Vermont | 0.00% | New | 71 | $6K |
| Family Capital Trust Co | 0.00% | No change | 68 | $6K |
| Pacifica Partners Inc. | 0.00% | No change | 65 | $5K |
| Innealta Capital, LLC | 0.00% | New | 64 | $5K |
| Sawyer & Company, Inc | 0.00% | No change | 65 | $5K |
| Independence Bank of Kentucky | 0.00% | New | 49 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 46 | $4K |
| Planning Capital Management Corp | 0.00% | No change | 42 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 40 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 40 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 37 | $3K |
| Briaud Financial Planning Inc | 0.00% | No change | 42 | $3K |
| Trivant Custom Portfolio Group, LLC | 0.00% | Reduce -27.1% | 35 | $3K |
| TruNorth Capital Management, LLC | 0.00% | New | 30 | $2K |
| Opal Wealth Advisors, LLC | 0.00% | New | 26 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -6.3% | 15 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 11 | $898 |
| Atticus Wealth Management, LLC | 0.00% | Reduce -98.4% | 9 | $736 |
| Integrity Financial Corp | 0.00% | Reduce -75.0% | 5 | $408 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 3 | $272 |
| Family Asset Management, LLC | 0.00% | Reduce -91.9% | 3 | $247 |
| Gould Capital, LLC | 0.00% | New | 1 | $82 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1 | $48 |
| Matrix Trust Co | 0.00% | Reduce -99.5% | 1 | $0 |
"% of holder's portfolio" is SHY's weight in each manager's 13F, not the share of iShares 1-3 Year Treasury Bo the manager owns.