iShares 1-3 Year Treasury BoSHYETF
13F holders, Q2 2025 (June 30)1,183holders +14
98new positions
83sold out
4famous investors
$82.21avg. 13F price*
At the end of Q2 2025, 1,183 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, up 14 from Q1 2025. 98 opened new positions and 83 sold out. The largest holders were Morgan Stanley ($2.5B), BlackRock, Inc. ($1.4B) and Bank of America Corp. ($961.8M). 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 Ken Fisher (0.0% of Fisher Asset 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $276.8M |
| Exits | 83 | $249.8M |
All 13F filers, Q1 2025 → Q2 2025: 26,648,140 shares bought and 18,016,648 shares sold, net +8,631,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,183 holders
| Morgan Stanley | 0.17% | Reduce -8.5% | 30,757,000 | $2.5B |
| BlackRock, Inc. | 0.03% | Add +1.6% | 16,548,351 | $1.4B |
| Bank of America Corp. | 0.08% | Reduce -2.8% | 11,606,993 | $961.8M |
| JPMorgan Chase & Co. | 0.06% | Reduce -4.4% | 10,920,793 | $904.9M |
| Captrust Financial Advisors | 1.99% | Add +4.9% | 10,742,829 | $890.2M |
| Assetmark, Inc. | 1.39% | Add +123.2% | 7,098,025 | $588.1M |
| LPL Financial LLC | 0.19% | Reduce -0.5% | 6,818,324 | $565.0M |
| Bank of New York Mellon Corp | 0.10% | Add +74.0% | 6,430,879 | $532.9M |
| UBS Group AG | 0.09% | Add +2.8% | 5,258,603 | $435.7M |
| Wells Fargo & Company | 0.09% | Reduce -1.0% | 5,025,224 | $416.4M |
| Ameriprise Financial Inc. | 0.09% | Add +9.4% | 4,424,160 | $373.1M |
| Envestnet Asset Management Inc. | 0.10% | Add +0.7% | 4,292,636 | $355.6M |
| Raymond James Financial Inc. | 0.12% | Reduce -17.2% | 4,196,289 | $347.7M |
| Royal Bank of Canada | 0.06% | Add +20.4% | 3,806,681 | $315.4M |
| Bank of Montreal | 0.15% | Reduce -2.9% | 3,548,657 | $294.0M |
| Pinebridge Investments, L.P. | 2.21% | Reduce -6.4% | 3,367,000 | $279.0M |
| Truist Financial Corp. | 0.32% | Reduce -12.2% | 2,663,580 | $220.7M |
| Mizuho Markets Americas LLC | 7.07% | Add +654.7% | 2,586,103 | $214.3M |
| Cerity Partners LLC | 0.37% | Add +1.6% | 2,511,067 | $208.1M |
| AIA Group Ltd | 2.54% | Add +109.1% | 1,411,745 | $117.0M |
| FMR LLC | 0.01% | Add +17655.2% | 1,402,308 | $116.2M |
| PNC Financial Services Group, Inc. | 0.07% | Add +2.8% | 1,367,282 | $113.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +57.2% | 1,357,404 | $112.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -52.9% | 1,300,963 | $107.8M |
| Stifel Financial Corp. | 0.10% | Add +9.6% | 1,291,549 | $107.0M |
| Focus Partners Wealth | 0.23% | Add +0.2% | 1,289,609 | $106.9M |
| Citigroup Inc. | 0.07% | Reduce -5.1% | 1,238,658 | $102.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.4% | 1,180,332 | $97.8M |
| Osaic Holdings, Inc. | 0.16% | Add +49.7% | 1,111,008 | $92.0M |
| Smithfield Trust Co | 4.30% | Add +0.0% | 1,099,630 | $91.1M |
| Lido Advisors, LLC | 0.48% | Add +68.9% | 1,093,610 | $90.6M |
| HighTower Advisors, LLC | 0.11% | Add +21.8% | 1,069,365 | $88.6M |
| MML Investors Services, LLC | 0.23% | Add +12.1% | 979,909 | $81.2M |
| TD Private Client Wealth LLC | 1.83% | Reduce -2.3% | 897,233 | $74.3M |
| TFC Financial Management, Inc. | 10.02% | Add +0.2% | 882,610 | $73.1M |
| Wealthfront Advisers LLC | 0.19% | Reduce -21.6% | 878,644 | $72.8M |
| US Bancorp \de | 0.09% | Add +2.9% | 832,608 | $69.0M |
| GM Advisory Group, LLC | 3.41% | Add +2.6% | 832,544 | $69.0M |
| Strategic Investment Advisors / MI | 6.17% | Add +146.7% | 766,795 | $63.5M |
| Bleakley Financial Group, LLC | 1.58% | Add +38.9% | 751,385 | $62.3M |
| Barclays PLC | 0.02% | Add +241.6% | 743,369 | $61.6M |
| Renaissance Technologies | 0.08% | Reduce -39.9% | 736,571 | $61.0M |
| Cetera Investment Advisers | 0.10% | Add +19.9% | 721,292 | $59.8M |
| M&T Bank Corp | 0.20% | Add +6.5% | 707,667 | $58.6M |
| Beacon Investment Advisory Services, Inc. | 2.51% | Add +4.5% | 685,531 | $56.8M |
| Amundi | 0.02% | No change | 670,200 | $55.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.5% | 664,211 | $55.0M |
| Atwood & Palmer Inc. | 3.42% | Add +17.7% | 660,278 | $54.7M |
| Clarity Financial LLC | 5.68% | Reduce -3.4% | 637,040 | $52.8M |
| Scopus Asset Management, L.P. | 1.34% | Reduce -2.1% | 605,726 | $50.2M |
| Guggenheim Capital LLC | 0.38% | Add +11.6% | 559,978 | $46.4M |
| Stephens Inc. | 0.62% | Reduce -13.5% | 541,300 | $44.9M |
| Victory Capital Management Inc. | 0.03% | Reduce -0.1% | 517,731 | $42.9M |
| Quent Capital, LLC | 4.00% | Reduce -5.8% | 499,965 | $41.4M |
| Element Pointe Advisors, LLC | 9.94% | Reduce -6.9% | 495,769 | $41.1M |
| Curi Capital, LLC | 0.78% | Add +0.2% | 493,639 | $40.9M |
| Modern Wealth Management, LLC | 0.95% | Add +18.4% | 464,347 | $38.5M |
| NorthCoast Asset Management LLC | 0.16% | Add +63.3% | 461,538 | $38.2M |
| Silicon Valley Capital Partners | 3.98% | New | 459,795 | $38.1M |
| Bartlett & Co. Wealth Management LLC | 0.53% | Add +12.8% | 456,099 | $37.8M |
| America First Investment Advisors, LLC | 7.48% | Add +0.3% | 452,822 | $37.5M |
| Mader & Shannon Wealth Management, Inc. | 20.02% | New | 443,597 | $36.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.0% | 425,730 | $35.1M |
| Comerica Bank | 0.14% | Reduce -1.4% | 420,530 | $34.8M |
| Synovus Financial Corp. | 0.42% | Add +27.8% | 414,500 | $34.3M |
| SouthState Bank Corp | 1.43% | Add +6.0% | 395,358 | $32.8M |
| CWA Asset Management Group, LLC | 1.38% | Add +37.0% | 394,083 | $32.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -45.0% | 385,189 | $31.9M |
| Corient Private Wealth LP | 0.04% | Reduce -66.8% | 380,116 | $31.5M |
| Fisher Asset Management | 0.01% | Reduce -2.7% | 370,346 | $30.7M |
| Zacks Investment Management | 0.26% | Add +0.8% | 366,227 | $30.3M |
| Fiduciary Group, LLC | 2.83% | Reduce -3.8% | 362,380 | $30.0M |
| Edge Wealth Management LLC | 5.76% | Add +2.8% | 360,856 | $29.9M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -0.9% | 354,712 | $29.4M |
| CX Institutional | 1.02% | Add +35.1% | 352,487 | $29.2M |
| Evergreen Capital Management LLC | 0.87% | Reduce -2.4% | 350,347 | $29.0M |
| Willis Johnson & Associates, Inc. | 1.95% | Add +1.9% | 345,745 | $28.6M |
| Keybank National Association | 0.10% | Reduce -0.6% | 335,435 | $27.8M |
| Scotia Capital Inc. | 0.13% | Add +62.8% | 331,793 | $27.5M |
| Foundations Investment Advisors, LLC | 0.43% | Add +91.6% | 331,122 | $27.4M |
| Aptus Capital Advisors, LLC | 0.27% | Add +144.6% | 328,267 | $27.2M |
| Advisory Services Network, LLC | 0.44% | Reduce -9.6% | 328,065 | $27.1M |
| Allianz SE | 0.62% | Add +4.2% | 319,129 | $26.4M |
| Wellspring Financial Advisors, LLC | 2.35% | Reduce -13.4% | 318,215 | $26.4M |
| Dakota Wealth Management | 0.55% | Add +20.9% | 316,095 | $26.2M |
| Citadel Advisors | 0.02% | Add +15.5% | 315,094 | $26.1M |
| Fifth Third Bancorp | 0.09% | Add +0.5% | 309,962 | $25.7M |
| Private Advisor Group, LLC | 0.14% | Add +9.9% | 309,530 | $25.6M |
| Kaydan Wealth Management, Inc. | 8.32% | New | 306,668 | $25.4M |
| Jaffetilchin Investment Partners, LLC | 1.65% | Add +1.2% | 304,595 | $25.2M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -3.1% | 297,026 | $24.6M |
| Mariner, LLC | 0.03% | Reduce -40.6% | 289,749 | $24.0M |
| Baird Financial Group, Inc. | 0.04% | Add +4.7% | 285,613 | $23.7M |
| Moment Partners, LLC | 4.40% | Reduce -1.6% | 283,230 | $23.5M |
| Santa Clara Valley Transportation Authority | 21.63% | No change | 275,229 | $22.8M |
| Wooster Corthell Wealth Management, Inc. | 4.13% | New | 269,355 | $22.3M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -5.1% | 265,769 | $22.0M |
| Mesirow Financial Investment Management, Inc. | 0.42% | Reduce -48.1% | 263,045 | $21.8M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -22.7% | 262,896 | $21.8M |
| Anchor Capital Advisors LLC | 0.64% | Reduce -38.0% | 261,158 | $21.6M |
| Sigma Planning Corp | 0.65% | Add +4.3% | 260,979 | $21.6M |
| Peapack Gladstone Financial Corp. | 0.30% | Reduce -10.4% | 252,036 | $20.9M |
| Nixon Peabody Trust Co. | 1.60% | Add +8.2% | 249,579 | $20.7M |
| SG Americas Securities, LLC | 0.09% | Add +39.8% | 244,125 | $20.2M |
| O'shaughnessy Asset Management, LLC | 0.14% | Add +6.5% | 243,919 | $20.2M |
| Innova Wealth Partners | 11.82% | Reduce -36.3% | 242,591 | $20.1M |
| Susquehanna International Group, LLP | 0.03% | New | 241,596 | $20.0M |
| Pinnacle Financial Partners Inc | 0.42% | Reduce -13.0% | 239,848 | $19.9M |
| Beam Wealth Advisors, Inc. | 5.90% | Add +1.3% | 238,767 | $19.8M |
| Dynamic Advisor Solutions LLC | 0.61% | Reduce -2.1% | 237,525 | $19.7M |
| Klaas Financial Asset Advisors, LLC | 3.11% | Add +2.0% | 237,257 | $19.7M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.6% | 237,042 | $19.6M |
| Ascent Group, LLC | 0.77% | Add +223.3% | 237,014 | $19.6M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +470.3% | 235,553 | $19.5M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -0.7% | 231,066 | $19.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +6.9% | 227,460 | $18.8M |
| WJ Wealth Management, LLC | 5.89% | Add +1772.4% | 225,209 | $18.7M |
| Birchcreek Wealth Management, LLC | 10.30% | Add +6.3% | 219,335 | $18.2M |
| Ashton Thomas Private Wealth, LLC | 0.64% | Reduce -3.1% | 217,315 | $18.0M |
| AdvisorNet Financial, Inc | 1.15% | Add +13.5% | 214,630 | $17.8M |
| HSBC Holdings PLC | 0.01% | Reduce -15.4% | 213,753 | $17.7M |
| Insight 2811, Inc. | 8.33% | Add +2.4% | 212,353 | $17.6M |
| Concurrent Investment Advisors, LLC | 0.34% | Add +905.6% | 208,636 | $17.3M |
| Gunma Bank,Ltd. | 5.55% | No change | 205,000 | $17.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 204,711 | $17.0M |
| Kingsview Wealth Management, LLC | 0.28% | Add +2.5% | 200,866 | $16.6M |
| Invst, LLC | 2.02% | Add +1927.3% | 195,595 | $16.2M |
| Ballast, Inc. | 4.22% | Add +26.1% | 194,438 | $16.1M |
| Portfolio Design Labs, LLC | 3.06% | New | 188,265 | $15.6M |
| Jane Street Group, LLC | 0.03% | Add +163.3% | 185,901 | $15.4M |
| Bearing Point Capital, LLC | 2.77% | Add +128.1% | 181,425 | $15.0M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -31.2% | 181,391 | $15.0M |
| Acorns Advisers, LLC | 0.13% | Reduce -13.3% | 179,830 | $14.9M |
| MBL Wealth, LLC | 1.41% | Reduce -1.0% | 177,732 | $14.7M |
| McElhenny Sheffield Capital Management, LLC | 3.91% | New | 176,949 | $14.7M |
| Ethos Financial Group, LLC | 1.23% | Add +18.4% | 171,383 | $14.2M |
| Traphagen Investment Advisors LLC | 1.33% | Add +1.4% | 169,926 | $14.1M |
| Montag A & Associates Inc. | 0.69% | Reduce -1.8% | 169,652 | $14.1M |
| Creative Planning | 0.01% | Reduce -4.6% | 165,855 | $13.7M |
| Leuthold Group, LLC | 1.64% | Reduce -0.1% | 165,772 | $13.7M |
| Permanens Capital L.P. | 1.87% | Add +4421.5% | 165,623 | $13.7M |
| Wealthspire Retirement, LLC | 0.88% | Reduce -2.2% | 160,427 | $13.3M |
| KADENSA CAPITAL Ltd | 2.11% | New | 160,150 | $13.3M |
| Lake Hills Wealth Management, LLC | 7.44% | Reduce -27.7% | 156,803 | $13.0M |
| Flputnam Investment Management Co. | 0.22% | Reduce -3.2% | 155,565 | $12.9M |
| Silver Oak Securities, Incorporated | 1.06% | Add +96.0% | 153,099 | $12.7M |
| Jones Financial Companies LLLP | 0.01% | Add +39.2% | 152,394 | $12.6M |
| Hughes Financial Services, LLC | 2.16% | Reduce -1.4% | 151,800 | $12.6M |
| Transamerica Financial Advisors, LLC | 1.16% | Add +326.0% | 149,044 | $12.3M |
| Ifrah Financial Services, Inc. | 3.36% | Add +0.1% | 148,610 | $12.3M |
| Cwm, LLC | 0.04% | Reduce -2.3% | 148,379 | $12.3M |
| Members Trust Co | 0.42% | Reduce -71.2% | 148,298 | $12.3M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -3.4% | 146,286 | $12.1M |
| Balefire, LLC | 2.63% | Add +2.7% | 145,806 | $12.1M |
| Capital Investment Services of America, Inc. | 1.10% | Add +0.0% | 144,890 | $12.0M |
| Equitable Holdings, Inc. | 0.10% | Add +23.9% | 143,553 | $11.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -4.7% | 142,485 | $11.8M |
| StrongBox Wealth, LLC | 4.46% | Add +7.0% | 141,855 | $11.8M |
| Vigilare Wealth Management | 4.37% | Add +96.3% | 140,813 | $11.7M |
| Criteria Caixa, S.A.U. | 1.52% | New | 2,000,000 | $11.6M |
| Ted Buchan & Co | 4.51% | Reduce -0.5% | 136,865 | $11.3M |
| Argent Advisors, Inc. | 3.51% | Reduce -0.2% | 136,845 | $11.3M |
| Salomon & Ludwin, LLC | 1.10% | Add +11.2% | 134,880 | $11.1M |
| Camden National Bank | 1.58% | Add +5.9% | 132,261 | $11.0M |
| NewEdge Advisors, LLC | 0.06% | Add +0.7% | 131,739 | $10.9M |
| White Pine Investment CO | 2.71% | Add +4.4% | 131,009 | $10.9M |
| Farther Finance Advisors, LLC | 0.22% | Add +11.7% | 130,776 | $10.8M |
| Sanctuary Advisors, LLC | 0.07% | Add +42.5% | 126,778 | $10.5M |
| Net Worth Advisory Group | 2.32% | Reduce -1.2% | 126,067 | $10.4M |
| James Investment Research, Inc. | 1.24% | Reduce -1.6% | 125,974 | $10.4M |
| 1832 Asset Management L.P. | 0.02% | Add +1.7% | 125,528 | $10.4M |
| First American Trust, FSB | 0.80% | New | 121,205 | $10.0M |
| DT Investment Partners, LLC | 0.90% | Add +4.6% | 120,913 | $10.0M |
| Tompkins Financial Corp. | 0.92% | Add +8.5% | 120,556 | $10.0M |
| Broyhill Asset Management, LLC | 8.94% | Reduce -11.4% | 118,723 | $9.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -9.1% | 118,194 | $9.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.16% | Add +0.9% | 118,005 | $9.8M |
| Tiaa Trust, National Association | 0.03% | Reduce -19.6% | 116,347 | $9.6M |
| Brookstone Capital Management | 0.13% | Reduce -3.0% | 115,710 | $9.6M |
| Blueprint Investment Partners LLC | 1.69% | Reduce -74.7% | 114,965 | $9.5M |
| Premier Path Wealth Partners, LLC | 1.31% | Add +3.1% | 113,984 | $9.4M |
| Estate Counselors, LLC | 0.92% | New | 112,460 | $9.3M |
| National Bank of Canada | 0.01% | Add +9.3% | 111,637 | $9.2M |
| World Investment Advisors | 0.21% | Add +6.5% | 109,022 | $9.0M |
| Beacon Financial Group | 0.94% | Reduce -2.8% | 108,575 | $9.0M |
| Future You Wealth LLC | 4.81% | Add +9.4% | 106,856 | $8.9M |
| Dock Street Asset Management Inc. | 0.83% | Reduce -8.5% | 106,747 | $8.8M |
| Morris Financial Concepts, Inc. | 3.50% | Add +5.7% | 106,371 | $8.8M |
| TD Waterhouse Canada Inc. | 0.06% | Add +25.7% | 106,403 | $8.8M |
| JFS Wealth Advisors, LLC | 0.56% | Add +2.0% | 105,660 | $8.8M |
| Ancora Advisors LLC | 0.18% | Reduce -3.0% | 105,645 | $8.8M |
| Cabot Wealth Management Inc. | 1.04% | Add +12.7% | 105,453 | $8.7M |
| Partners Capital Investment Group, LLP | 0.35% | Reduce -70.0% | 104,613 | $8.7M |
| DAVENPORT & Co LLC | 0.05% | Reduce -1.8% | 104,050 | $8.6M |
| Mutual Advisors, LLC | 0.21% | Add +10.7% | 102,038 | $8.4M |
| Graybill Wealth Management, LTD. | 2.75% | Reduce -0.1% | 101,522 | $8.4M |
| Pure Financial Advisors, LLC | 0.15% | Reduce -1.5% | 101,471 | $8.4M |
| Symmetry Partners, LLC | 1.03% | Add +6.1% | 100,709 | $8.3M |
| Everstar Asset Management, LLC | 5.05% | Reduce -0.3% | 99,913 | $8.3M |
| GTS Securities LLC | 0.37% | Add +450.0% | 99,783 | $8.3M |
| MAI Capital Management | 0.06% | Add +17.3% | 99,682 | $8.3M |
| Ritholtz Wealth Management | 0.18% | Reduce -14.7% | 98,348 | $8.1M |
| Alterna Wealth Management, Inc. | 6.48% | Reduce -3.0% | 97,731 | $8.1M |
| Park Edge Advisors, LLC | 2.05% | Add +367.4% | 96,300 | $8.0M |
| Cascade Financial Partners, LLC | 0.96% | Add +3.5% | 96,035 | $8.0M |
| Oppenheimer & Co. Inc. | 0.10% | Add +8.9% | 95,382 | $7.9M |
| Focus Financial Network, Inc. | 0.31% | Add +3.4% | 94,845 | $7.9M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -17.7% | 94,498 | $7.8M |
| Beacon Wealthcare LLC | 2.91% | Add +2.1% | 93,080 | $7.7M |
| Crescent Grove Advisors, LLC | 0.75% | Add +75.8% | 93,044 | $7.7M |
| SevenBridge Financial Group, LLC | 1.36% | Reduce -18.8% | 93,023 | $7.7M |
| Alliance Wealth Advisors, LLC | 1.84% | Add +218.0% | 91,923 | $7.6M |
| NBT Bank, N.A. | 0.52% | Add +3.0% | 91,339 | $7.6M |
| Eley Financial Management, Inc | 2.89% | Reduce -0.5% | 90,806 | $7.5M |
| Independence Financial Advisors, LLC | 2.90% | Reduce -4.8% | 89,911 | $7.5M |
| MBA Advisors LLC | 3.34% | Add +54.2% | 87,407 | $7.2M |
| Patriot Investment Management Group, Inc. | 0.50% | Add +2.0% | 87,275 | $7.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -20.6% | 86,266 | $7.1M |
| National Philanthropic Trust | 0.10% | Reduce -3.4% | 86,255 | $7.1M |
| BayBridge Capital Group, LLC | 4.57% | Add +1.7% | 85,941 | $7.1M |
| Pointe Capital Management LLC | 3.69% | Add +0.5% | 85,675 | $7.1M |
| Stock Yards Bank & Trust Co. | 0.24% | Reduce -22.1% | 85,409 | $7.1M |
| Edgestream Partners, L.P. | 0.20% | Add +825.9% | 84,796 | $7.0M |
| Independent Solutions Wealth Management, LLC | 1.37% | Add +0.2% | 84,467 | $7.0M |
| Dogwood Wealth Management LLC | 3.41% | Add +5.5% | 84,670 | $7.0M |
| Clearstead Advisors, LLC | 0.10% | Reduce -6.8% | 84,097 | $7.0M |
| D.A. Davidson & Co. | 0.05% | Add +20.9% | 84,026 | $7.0M |
| Syntax Research, Inc. | 4.86% | Reduce -7.6% | 82,516 | $6.8M |
| Durante & Waters, LLC | 5.38% | Reduce -1.9% | 82,480 | $6.8M |
| Proficio Capital Partners LLC | 0.42% | Reduce -25.7% | 82,341 | $6.8M |
| Sterling Manor Financial, LLC | 4.50% | Add +7.5% | 81,485 | $6.8M |
| Cerro Pacific Wealth Advisors LLC | 1.87% | Add +8.2% | 81,300 | $6.7M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +47.8% | 81,294 | $6.7M |
| Geneos Wealth Management Inc. | 0.16% | Add +19.1% | 80,424 | $6.7M |
| Values First Advisors, Inc. | 3.60% | Add +0.6% | 79,788 | $6.6M |
| Park Avenue Securities LLC | 0.06% | New | 78,861 | $6.5M |
| Midwest Heritage Bank, FSB | 2.42% | Add +3.4% | 77,776 | $6.4M |
| Little House Capital LLC | 1.58% | Add +1.2% | 76,161 | $6.3M |
| Efficient Advisors, LLC | 0.37% | Reduce -7.3% | 75,884 | $6.3M |
| Boltwood Capital Management | 1.78% | Reduce -0.1% | 75,560 | $6.3M |
| Alamar Capital Management, LLC | 3.38% | Add +19.9% | 75,371 | $6.2M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -15.7% | 75,168 | $6.2M |
| First Heartland Consultants, Inc. | 0.55% | Add +27.9% | 74,965 | $6.2M |
| Axxcess Wealth Management, LLC | 0.15% | Add +83.9% | 74,817 | $6.2M |
| Kooman & Associates | 2.09% | Reduce -5.2% | 74,732 | $6.2M |
| Buttonwood Financial Advisors Inc. | 2.48% | Add +1.4% | 74,667 | $6.2M |
| Larson Financial Group LLC | 0.25% | Reduce -60.5% | 74,342 | $6.2M |
| Leavell Investment Management, Inc. | 0.28% | Reduce -2.7% | 74,065 | $6.1M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -11.8% | 73,526 | $6.1M |
| Betterment LLC | 0.01% | Reduce -3.8% | 72,874 | $6.0M |
| Integrated Advisors Network LLC | 0.27% | Reduce -3.3% | 72,592 | $6.0M |
| Glenview Trust Co | 0.10% | Add +2.7% | 72,397 | $6.0M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -3.1% | 71,951 | $6.0M |
| Waverly Advisors, LLC | 0.07% | Reduce -1.5% | 71,639 | $5.9M |
| Checchi Capital Advisers, LLC | 0.41% | Reduce -5.0% | 70,627 | $5.9M |
| Well Done, LLC | 1.09% | Add +25.9% | 70,466 | $5.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.3% | 69,802 | $5.8M |
| Van Hulzen Asset Management, LLC | 0.48% | Reduce -27.9% | 69,667 | $5.8M |
| Navellier & Associates Inc. | 0.71% | Reduce -14.9% | 69,130 | $5.7M |
| Sugar Maple Asset Management, LLC | 4.46% | Add +2.2% | 69,106 | $5.7M |
| Merit Financial Group, LLC | 0.06% | Add +645.1% | 68,848 | $5.7M |
| Sequent Planning LLC | 1.81% | Add +4.6% | 68,841 | $5.7M |
| Biltmore Family Office, LLC | 0.96% | Reduce -4.4% | 68,658 | $5.7M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +41.6% | 67,847 | $5.6M |
| Fortis Group Advisors, LLC | 1.02% | Reduce -12.1% | 67,992 | $5.6M |
| Strategic Blueprint, LLC | 0.28% | Add +2.3% | 67,609 | $5.6M |
| Gemmer Asset Management LLC | 0.49% | Reduce -18.1% | 67,203 | $5.6M |
| Modus Advisors, LLC | 1.65% | Reduce -1.4% | 66,959 | $5.5M |
| CreativeOne Wealth, LLC | 0.14% | Add +74.2% | 66,683 | $5.5M |
| Angeles Wealth Management, LLC | 0.38% | Add +0.1% | 66,354 | $5.5M |
| Bison Wealth, LLC | 0.43% | Add +53.9% | 65,199 | $5.4M |
| Cerity Partners OCIO LLC | 0.30% | Reduce -69.0% | 64,239 | $5.3M |
| MFA Wealth Services | 4.00% | Add +0.6% | 64,205 | $5.3M |
| Brady Family Wealth, LLC | 1.64% | Add +15.1% | 64,055 | $5.3M |
| Global Retirement Partners, LLC | 0.13% | — | 64,047 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -35.8% | 64,013 | $5.3M |
| Retirement Financial Solutions, LLC | 1.85% | Add +2.0% | 63,336 | $5.2M |
| Country Club Bank | 0.32% | Reduce -1.1% | 62,031 | $5.1M |
| KFA Private Wealth Group, LLC | 1.59% | Add +28.8% | 61,909 | $5.1M |
| Koa Wealth Management, LLC | 4.06% | Add +6.1% | 61,671 | $5.1M |
| Blair William & Co. | 0.01% | Add +1.3% | 61,664 | $5.1M |
| Virtue Capital Management, LLC | 0.94% | New | 61,619 | $5.1M |
| Great Lakes Retirement, Inc. | 0.59% | Add +10.9% | 60,435 | $5.0M |
| Snowden Capital Advisors LLC | 0.15% | Reduce -0.5% | 59,910 | $5.0M |
| NorthCrest Asset Manangement, LLC | 0.13% | Reduce -1.3% | 59,610 | $4.9M |
| Capasso Planning Partners LLC | 2.78% | Reduce -18.9% | 59,263 | $4.9M |
| &partners | 0.04% | Reduce -18.9% | 59,060 | $4.9M |
| VestGen Investment Management | 3.49% | Add +290.0% | 58,754 | $4.9M |
| Citizens Financial Group Inc. | 0.08% | Add +7.4% | 58,475 | $4.8M |
| Arvest Investments, Inc. | 0.73% | Reduce -25.7% | 58,442 | $4.8M |
| Spire Wealth Management | 0.17% | Reduce -9.3% | 58,015 | $4.8M |
| UMB Bank, n.a. | 0.07% | Reduce -1.0% | 58,002 | $4.8M |
| Mount Lucas Management LP | 2.24% | Reduce -31.4% | 56,853 | $4.7M |
| Enclave Advisors LLC | 0.76% | Add +1.4% | 56,728 | $4.7M |
| Cambiar Investors LLC | 0.20% | Reduce -0.8% | 56,449 | $4.7M |
| Spartan Planning & Wealth Management | 3.99% | Reduce -48.4% | 56,198 | $4.7M |
| PCG Asset Management, LLC | 3.97% | Reduce -4.4% | 55,714 | $4.6M |
| MinichMacGregor Wealth Management, LLC | 0.99% | Reduce -3.1% | 55,595 | $4.6M |
| Schroder Investment Management Group | 0.00% | Reduce -6.9% | 54,821 | $4.5M |
| Semitam Bonam LLC | 4.24% | — | 54,341 | $4.5M |
| HCR Wealth Advisors | 0.52% | Reduce -0.1% | 53,699 | $4.4M |
| Prepared Retirement Institute LLC | 2.61% | Add +1.5% | 53,476 | $4.4M |
| Arete Wealth Advisors, LLC | 0.31% | Add +1.6% | 53,399 | $4.4M |
| ADAR1 Capital Management, LLC | 0.73% | Reduce -48.4% | 53,337 | $4.4M |
| Allworth Financial LP | 0.02% | Add +448.2% | 53,063 | $4.4M |
| Aua Capital Management, LLC | 2.59% | Reduce -1.2% | 52,424 | $4.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.57% | Reduce -7.0% | 52,450 | $4.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.1% | 52,123 | $4.3M |
| Timelo Investment Management Inc. | 14.91% | No change | 52,100 | $4.3M |
| SigFig Wealth Management, LLC | 0.14% | Reduce -2.7% | 51,809 | $4.3M |
| One Day In July LLC | 0.39% | Add +1.3% | 51,585 | $4.3M |
| Martin Capital Partners, LLC | 1.67% | Add +69.3% | 51,441 | $4.3M |
| Money Concepts Capital Corp. | 0.28% | Reduce -4.6% | 51,332 | $4.3M |
| Apella Capital, LLC | 0.11% | Reduce -5.6% | 50,276 | $4.1M |
| Becker Capital Management Inc. | 0.13% | Add +5.0% | 49,641 | $4.1M |
| First Horizon Advisors, Inc. | 0.11% | Reduce -7.6% | 49,465 | $4.1M |
| Parallel Advisors, LLC | 0.08% | Add +1.1% | 49,072 | $4.1M |
| Stratos Wealth Advisors, LLC | 0.21% | Add +2.1% | 48,534 | $4.0M |
| Fidelity D & D Bancorp Inc. | 2.44% | Add +20.1% | 48,062 | $4.0M |
| TFB Advisors LLC | 1.04% | Add +139.8% | 47,967 | $4.0M |
| Arrow Investment Advisors, LLC | 3.84% | Add +216.4% | 47,902 | $4.0M |
| CPR Investments Inc. | 3.08% | Add +5.2% | 47,875 | $4.0M |
| Franklin Resources Inc. | 0.00% | Add +6.4% | 47,674 | $4.0M |
| JGP Wealth Management, LLC | 0.47% | Add +202.5% | 47,089 | $3.9M |
| Northern Trust Corp. | 0.00% | Add +1.9% | 46,819 | $3.9M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -69.0% | 46,476 | $3.8M |
| Patten & Patten Inc. | 0.25% | Add +8.3% | 45,976 | $3.8M |
| Kiker Wealth Management, LLC | 2.14% | Add +7.0% | 45,762 | $3.8M |
| Investment House LLC | 0.19% | Add +16.3% | 45,539 | $3.8M |
| Sykon Capital LLC | 1.35% | Add +8.6% | 44,726 | $3.7M |
| Arkadios Wealth Advisors | 0.11% | Add +8.0% | 44,549 | $3.7M |
| Shira Ridge Wealth Management | 1.66% | Reduce -4.1% | 43,930 | $3.6M |
| Peoples Bank | 2.21% | Add +15.7% | 43,181 | $3.6M |
| Eagle Global Advisors LLC | 0.14% | Reduce -0.0% | 43,050 | $3.6M |
| Keel Point, LLC | 0.23% | Add +16.9% | 42,234 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -33.4% | 41,795 | $3.5M |
| Winch Advisory Services, LLC | 0.84% | Add +0.5% | 41,713 | $3.5M |
| Topel & Distasi Wealth Management, LLC | 1.81% | Reduce -6.7% | 41,624 | $3.4M |
| Essential Planning, LLC. | 1.28% | Reduce -1.7% | 41,547 | $3.4M |
| Performance Wealth Partners, LLC | 0.11% | Add +0.3% | 41,421 | $3.4M |
| WESCAP Management Group, Inc. | 0.78% | Reduce -2.4% | 41,331 | $3.4M |
| Compound Planning, Inc. | 0.13% | Add +13.9% | 40,919 | $3.4M |
| Ascentis Independent Advisors | 0.63% | Add +3.7% | 40,899 | $3.4M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -4.9% | 40,503 | $3.4M |
| Flagship Private Wealth, LLC | 1.42% | Reduce -45.0% | 40,323 | $3.3M |
| Strata Wealth Advisors, LLC | 0.92% | Reduce -10.8% | 40,113 | $3.3M |
| Global Endowment Management, LP | 0.44% | No change | 40,000 | $3.3M |
| Private Management Group Inc. | 0.11% | Reduce -34.7% | 39,830 | $3.3M |
| Allianz Asset Management GmbH | 0.00% | New | 39,826 | $3.3M |
| All Terrain Financial Advisors, LLC | 1.19% | Add +5.0% | 39,454 | $3.3M |
| Aries Wealth Management | 0.85% | Add +16.9% | 39,397 | $3.3M |
| Rothschild Wealth LLC | 0.80% | Reduce -4.1% | 39,324 | $3.3M |
| Nwam LLC | 0.19% | Add +30.8% | 39,186 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +4.9% | 38,929 | $3.2M |
| Harbor Investment Advisory, LLC | 0.29% | Reduce -0.9% | 38,650 | $3.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Add +2.0% | 38,728 | $3.2M |
| Regal Investment Advisors LLC | 0.24% | Add +6.5% | 38,490 | $3.2M |
| Blueprint Financial Advisors LLC | 1.02% | Reduce -79.6% | 38,396 | $3.2M |
| Stonebridge Financial Group, LLC | 0.31% | Add +15.6% | 38,367 | $3.2M |
| Principal Securities, Inc. | 0.06% | Add +24.4% | 38,157 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.3% | 37,156 | $3.1M |
| Prudential PLC | 0.02% | Add +20.0% | 37,024 | $3.1M |
| American Investment Services, Inc. | 0.78% | Reduce -5.8% | 36,772 | $3.0M |
| DSG Capital Advisors, LLC | 0.54% | New | 36,763 | $3.0M |
| Councilor Wealth, LLC | 1.42% | Reduce -4.1% | 36,729 | $3.0M |
| Presilium Private Wealth, LLC | 0.62% | Reduce -5.8% | 36,704 | $3.0M |
| Carr Financial Group Corp | 0.90% | Add +11.9% | 36,607 | $3.0M |
| New Insight Wealth Advisors | 1.23% | Add +8.1% | 36,044 | $3.0M |
| Atria Investments, Inc | 0.04% | Add +42.6% | 36,007 | $3.0M |
| AE Wealth Management LLC | 0.02% | Add +1.6% | 35,956 | $3.0M |
| Cibc World Market Inc. | 0.01% | Add +18.0% | 35,901 | $3.0M |
| Pure Portfolios Holdings LLC | 0.99% | Reduce -4.7% | 35,198 | $2.9M |
| Level Four Advisory Services, LLC | 0.11% | Add +67.7% | 35,060 | $2.9M |
| Principia Wealth Advisory, LLC | 2.44% | Reduce -26.6% | 34,673 | $2.9M |
| Magnus Financial Group LLC | 0.25% | Add +1.5% | 34,554 | $2.9M |
| Financial Management Network Inc. | 0.51% | Reduce -1.2% | 34,735 | $2.9M |
| Welch Group, LLC | 0.12% | Add +37.1% | 34,529 | $2.9M |
| Investment Advisory Group, LLC | 0.87% | Add +1.0% | 34,497 | $2.9M |
| Single Point Partners, LLC | 0.62% | Reduce -6.3% | 34,174 | $2.8M |
| Wescott Financial Advisory Group, LLC | 0.27% | Reduce -0.6% | 34,161 | $2.8M |
| Perennial Advisors, LLC | 0.52% | Add +5.0% | 34,034 | $2.8M |
| Wealthedge Investment Advisors, LLC | 1.18% | Reduce -1.5% | 33,944 | $2.8M |
| Bfsg, LLC | 0.31% | Add +9.5% | 33,813 | $2.8M |
| Peak Asset Management, LLC | 0.51% | Reduce -3.7% | 33,796 | $2.8M |
| Prospera Financial Services Inc | 0.05% | Reduce -21.3% | 33,493 | $2.8M |
| Davis-Rea LTD. | 0.68% | New | 33,030 | $2.7M |
| SkyView Investment Advisors, LLC | 0.39% | Add +46.0% | 32,899 | $2.7M |
| Tru Independence Asset Management 2, LLC | 1.86% | Add +3.6% | 32,815 | $2.7M |
| Samalin Investment Counsel, LLC | 1.05% | Add +1.2% | 32,743 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +2.9% | 32,729 | $2.7M |
| Wick Capital Partners, LLC | 0.70% | Reduce -93.4% | 2,276 | $2.7M |
| Wealthcare Capital Management LLC | 0.28% | Add +0.2% | 32,356 | $2.7M |
| Independent Financial Group, LLC | 0.07% | Reduce -9.6% | 32,353 | $2.7M |
| Commerce Bank | 0.02% | Add +0.9% | 32,300 | $2.7M |
| GeoWealth Management, LLC | 0.10% | Add +253.0% | 31,992 | $2.7M |
| Chesley Taft & Associates LLC | 0.12% | Add +0.5% | 31,895 | $2.6M |
| Headinvest, LLC | 0.56% | Add +0.2% | 31,710 | $2.6M |
| Vernal Point Advisors, LLC | 1.53% | Add +4.4% | 31,705 | $2.6M |
| Westside Investment Management, Inc. | 0.49% | Add +3.5% | 31,618 | $2.6M |
| Capital Analysts, LLC | 0.09% | Reduce -3.2% | 31,251 | $2.6M |
| Bulltick Wealth Management, LLC | 0.64% | Add +22.7% | 31,159 | $2.6M |
| Landscape Capital Management, L.L.C. | 0.20% | New | 31,124 | $2.6M |
| Family Wealth Partners, LLC | 1.02% | Reduce -1.8% | 30,860 | $2.6M |
| Fiduciary Trust Co | 0.03% | Reduce -19.5% | 30,748 | $2.5M |
| Lanark Financial, Inc. | 0.21% | Add +275.8% | 30,667 | $2.5M |
| RFG Advisory, LLC | 0.06% | Add +11.5% | 30,625 | $2.5M |
| Tillman Hartley LLC | 0.71% | Reduce -0.0% | 30,475 | $2.5M |
| Cary Street Partners Financial LLC | 0.07% | Add +10.3% | 30,450 | $2.5M |
| Rothschild Investment LLC | 0.16% | Add +24.2% | 30,446 | $2.5M |
| Oak Associates Ltd. | 0.16% | Add +11.1% | 30,438 | $2.5M |
| Laurel Wealth Advisors LLC | 0.38% | Reduce -1.0% | 30,412 | $2.5M |
| Trek Financial, LLC | 0.17% | Reduce -47.9% | 30,179 | $2.5M |
| Irenic Capital Management LP | 0.58% | No change | 30,000 | $2.5M |
| Family Firm, Inc. | 0.60% | Add +6.2% | 31,169 | $2.5M |
| Stephen J. Garry & Associates, LLC | 2.14% | Add +12.9% | 29,872 | $2.5M |
| Berkshire Asset Management LLC | 0.11% | Reduce -7.5% | 29,719 | $2.5M |
| Hudock, Inc. | 0.39% | Reduce -6.7% | 29,615 | $2.5M |
| Archford Capital Strategies, LLC | 0.31% | Reduce -4.3% | 29,593 | $2.5M |
| Blue Fin Capital, Inc. | 0.42% | Add +3.4% | 29,535 | $2.4M |
| RMR Wealth Builders | 0.22% | Add +0.0% | 29,501 | $2.4M |
| IHT Wealth Management, LLC | 0.07% | Reduce -2.4% | 29,391 | $2.4M |
| MMBG Investment Advisors Co. | 0.24% | Add +7.7% | 29,354 | $2.4M |
| StoneX Group Inc. | 0.12% | Reduce -2.4% | 28,929 | $2.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.09% | Add +2.5% | 28,786 | $2.4M |
| Boreal Capital Management LLC | 2.28% | — | 28,766 | $2.4M |
| Norden Group LLC | 0.26% | Add +220.5% | 28,746 | $2.4M |
| Noble Family Wealth, LLC | 0.58% | Reduce -2.6% | 28,737 | $2.4M |
| EPG Wealth Management LLC | 0.71% | Reduce -1.4% | 28,702 | $2.4M |
| Charter Oak Capital Management, LLC | 0.20% | Reduce -5.7% | 28,685 | $2.4M |
| Patten Group, Inc. | 0.50% | Add +23.3% | 28,584 | $2.4M |
| Community Bank, N.A. | 0.31% | Add +5.7% | 28,349 | $2.3M |
| Traub Capital Management LLC | 2.16% | — | 28,179 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -14.9% | 27,993 | $2.3M |
| United Asset Strategies, Inc. | 0.20% | Add +42.6% | 27,826 | $2.3M |
| PMG Wealth Management, Inc. | 1.89% | Reduce -2.7% | 27,717 | $2.3M |
| Haverford Trust Co | 0.02% | Reduce -92.1% | 27,221 | $2.3M |
| Birch Financial Group, LLC | 1.78% | Add +41.5% | 26,864 | $2.2M |
| Smartleaf Asset Management LLC | 0.19% | Add +69.0% | 26,553 | $2.2M |
| D L Carlson Investment Group Inc. | 0.40% | Add +9.9% | 26,526 | $2.2M |
| SpringVest Wealth Management LLC | 1.77% | Add +31.1% | 26,452 | $2.2M |
| LifeGuide Financial Advisors, LLC | 0.80% | Reduce -6.3% | 26,051 | $2.2M |
| Penobscot Investment Management Company, Inc. | 0.18% | Reduce -7.2% | 25,950 | $2.2M |
| SFG Wealth Management, LLC. | 1.30% | New | 25,880 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.4% | 25,863 | $2.1M |
| PKS Advisory Services, LLC | 0.53% | Reduce -1.7% | 25,826 | $2.1M |
| Composition Wealth, LLC | 0.04% | Add +609.4% | 25,757 | $2.1M |
| Counterweight Ventures, LLC | 1.39% | Reduce -2.5% | 25,615 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +10.2% | 25,551 | $2.1M |
| MV Capital Management, Inc. | 0.22% | Reduce -0.2% | 25,526 | $2.1M |
| Bouvel Investment Partners, LLC | 0.71% | New | 25,481 | $2.1M |
| Rehmann Capital Advisory Group | 0.13% | Add +8.8% | 25,436 | $2.1M |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Reduce -19.7% | 25,409 | $2.1M |
| Quadrant Capital Group LLC | 0.08% | Reduce -39.5% | 25,292 | $2.1M |
| J. Safra Sarasin Holding AG | 0.04% | Reduce -15.5% | 25,000 | $2.1M |
| Wedbush Securities Inc. | 0.07% | Add +2.9% | 24,777 | $2.1M |
| 4J Wealth Management LLC | 1.36% | Reduce -1.6% | 24,316 | $2.0M |
| Cahaba Wealth Management, Inc. | 0.15% | Add +0.9% | 24,077 | $2.0M |
| CW Advisors, LLC | 0.02% | Add +12.7% | 23,842 | $2.0M |
| Mascoma Wealth Management LLC | 0.46% | Add +2.1% | 23,772 | $2.0M |
| Avior Wealth Management, LLC | 0.07% | Reduce -2.4% | 23,757 | $2.0M |
| Insigneo Advisory Services, LLC | 0.17% | Reduce -3.3% | 23,670 | $2.0M |
| Heck Capital Advisors, LLC | 0.17% | Add +13.1% | 23,598 | $2.0M |
| Nvwm, LLC | 0.47% | Add +13.8% | 23,535 | $2.0M |
| Sierra Legacy Group | 1.50% | No change | 23,380 | $1.9M |
| Private Advisory Group LLC | 0.18% | Reduce -53.7% | 23,306 | $1.9M |
| Camelot Technology Advisors, Inc. | 1.67% | Add +8.8% | 23,292 | $1.9M |
| Howard Capital Management, LLC | 0.03% | Add +29.4% | 23,275 | $1.9M |
| LFA - Lugano Financial Advisors SA | 1.14% | Reduce -5.7% | 23,366 | $1.9M |
| K.J. Harrison & Partners Inc | 0.32% | No change | 23,200 | $1.9M |
| Brookwood Investment Group LLC | 0.31% | Add +56.1% | 23,104 | $1.9M |
| Csenge Advisory Group | 0.10% | Add +3.7% | 23,020 | $1.9M |
| Continuum Advisory, LLC | 0.23% | Add +9.6% | 22,940 | $1.9M |
| Motiv8 Investments LLC | 1.16% | Reduce -19.6% | 22,913 | $1.9M |
| Capital Advisory Group Advisory Services, LLC | 0.68% | Add +1.9% | 22,877 | $1.9M |
| SeaBridge Investment Advisors LLC | 0.35% | Reduce -15.7% | 22,844 | $1.9M |
| First Community Trust NA | 1.53% | No change | 22,800 | $1.9M |
| Whitcomb & Hess, Inc. | 0.53% | Add +1.7% | 22,775 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -10.8% | 22,714 | $1.9M |
| GWN Securities Inc. | 0.35% | Reduce -31.6% | 22,672 | $1.9M |
| Union Bancaire Privee, UBP SA | 0.03% | No change | 22,558 | $1.9M |
| Roundview Capital LLC | 0.12% | Add +22.2% | 22,540 | $1.9M |
| Rational Advisors, Inc. | 0.19% | Reduce -65.5% | 22,284 | $1.8M |
| Plan Group Financial, LLC | 0.60% | Add +8.2% | 22,181 | $1.8M |
| Verus Capital Partners, LLC | 0.16% | Add +10.7% | 22,165 | $1.8M |
| TRUE Private Wealth Advisors | 0.21% | Add +0.8% | 22,118 | $1.8M |
| Integras Partners LLC | 1.97% | Reduce -1.9% | 22,117 | $1.8M |
| EFG Asset Management (Americas) Corp. | 0.34% | Reduce -14.3% | 22,074 | $1.8M |
| Dorsey Wright & Associates | 0.43% | Add +287.0% | 22,077 | $1.8M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Reduce -0.2% | 21,642 | $1.8M |
| Choreo, LLC | 0.02% | Add +79.4% | 21,546 | $1.8M |
| Platform Technology Partners | 0.46% | Reduce -5.4% | 21,442 | $1.8M |
| Main Management LLC | 0.14% | Add +0.7% | 21,371 | $1.8M |
| Midwest Professional Planners, LTD. | 0.46% | Add +1.4% | 21,284 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Reduce -1.5% | 21,167 | $1.8M |
| Journey Advisory Group, LLC | 0.14% | Add +39.9% | 21,053 | $1.7M |
| Dohj, LLC | 0.50% | Reduce -51.5% | 21,010 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -25.2% | 20,923 | $1.7M |
| Palumbo Wealth Management LLC | 0.54% | Reduce -25.7% | 20,851 | $1.7M |
| Ssa Swiss Advisors AG | 0.83% | Add +4.3% | 20,832 | $1.7M |
| Pacific Financial Group Inc. | 1.33% | Reduce -11.6% | 20,586 | $1.7M |
| Fifth Third Securities, Inc. | 0.13% | Add +10.3% | 20,548 | $1.7M |
| TriaGen Wealth Management LLC | 0.52% | Add +6.5% | 20,546 | $1.7M |
| Rooted Wealth Advisors, Inc. | 0.59% | Add +9.9% | 20,645 | $1.7M |
| Milestones Private Investment Advisors LLC | 1.25% | — | 20,369 | $1.7M |
| William Howard & Co Financial Advisors Inc | 1.47% | Add +0.2% | 20,369 | $1.7M |
| PFG Investments, LLC | 0.10% | Reduce -8.2% | 20,121 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -4.4% | 20,058 | $1.7M |
| Freestate Advisors LLC | 1.47% | Reduce -5.0% | 19,923 | $1.7M |
| Acorn Wealth Advisors, LLC | 0.61% | Add +0.3% | 19,916 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +17.6% | 19,772 | $1.6M |
| Wesbanco Bank Inc. | 0.05% | Add +3.2% | 19,767 | $1.6M |
| Diversify Wealth Management, LLC | 0.10% | Reduce -8.5% | 19,792 | $1.6M |
| International Private Wealth Advisors LLC | 1.40% | Add +26.1% | 19,662 | $1.6M |
| Midwest Trust Co | 0.02% | — | 19,642 | $1.6M |
| Voya Financial Advisors, Inc. | 0.16% | Reduce -14.0% | 19,645 | $1.6M |
| Barry Investment Advisors, LLC | 0.40% | Add +59.1% | 19,562 | $1.6M |
| NDWM LLC | 1.18% | Add +0.1% | 19,505 | $1.6M |
| NTV Asset Management LLC | 0.19% | Add +8.3% | 19,470 | $1.6M |
| Portside Wealth Group, LLC | 0.24% | Add +288.1% | 19,423 | $1.6M |
| Wolverine Trading, LLC | 0.04% | Reduce -18.2% | 19,176 | $1.6M |
| Lodestar Private Asset Management LLC | 0.18% | Reduce -4.0% | 19,070 | $1.6M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +39.6% | 19,023 | $1.6M |
| King Wealth Management Group | 0.21% | Reduce -3.5% | 18,981 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -0.1% | 18,885 | $1.6M |
| SageView Advisory Group, LLC | 0.06% | Add +63.8% | 18,952 | $1.6M |
| Realta Investment Advisors | 0.62% | Add +13.3% | 18,862 | $1.6M |
| Strategies Wealth Advisors, LLC | 0.17% | Reduce -3.3% | 18,734 | $1.6M |
| Tower Wealth Partners, Inc. | 0.92% | Reduce -0.5% | 18,694 | $1.5M |
| Vicus Capital | 0.13% | Add +3.2% | 18,492 | $1.5M |
| GLOBALT Investments LLC / GA | 0.06% | Reduce -12.5% | 18,305 | $1.5M |
| Financial Harvest, LLC | 1.12% | New | 18,087 | $1.5M |
| Argyle Capital Partners, LLC | 1.23% | Add +1.0% | 18,013 | $1.5M |
| Latko Wealth Management, Ltd. | 0.84% | Add +39.1% | 18,002 | $1.5M |
| Maxele Advisors, LLC | 1.30% | Reduce -5.3% | 17,949 | $1.5M |
| Intrua Financial, LLC | 0.21% | Add +134.8% | 17,829 | $1.5M |
| Legacy Wealth Asset Management, LLC | 0.37% | Add +0.1% | 17,782 | $1.5M |
| WealthShield Partners, LLC | 0.18% | Add +1.0% | 17,752 | $1.5M |
| Robinson Value Management, Ltd. | 0.92% | Reduce -2.5% | 17,727 | $1.5M |
| Financial Advocates Investment Management | 0.12% | Reduce -39.2% | 17,621 | $1.5M |
| Personal Cfo Solutions, LLC | 0.27% | Add +315.1% | 17,428 | $1.4M |
| Belpointe Asset Management LLC | 0.06% | Add +17.2% | 17,284 | $1.4M |
| City Center Advisors, LLC | 1.53% | New | 17,174 | $1.4M |
| Veracity Capital LLC | 0.49% | Add +3.5% | 16,929 | $1.4M |
| Two Sigma Securities, LLC | 0.17% | New | 16,880 | $1.4M |
| Millennium Management | 0.00% | Reduce -57.8% | 16,689 | $1.4M |
| Chemistry Wealth Management LLC | 0.29% | Reduce -0.1% | 16,578 | $1.4M |
| Procyon Advisors, LLC | 0.13% | Add +28.2% | 16,546 | $1.4M |
| Mattern Capital Management, LLC | 0.16% | Add +46.8% | 16,345 | $1.4M |
| Objective Capital Management, LLC | 1.51% | Reduce -3.4% | 16,259 | $1.3M |
| Independent Family Office, LLC | 0.62% | Reduce -9.3% | 16,227 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +13.8% | 16,152 | $1.3M |
| Lee Financial Co | 0.19% | Reduce -4.7% | 16,122 | $1.3M |
| Strategy Asset Managers LLC | 0.25% | Add +50.7% | 16,114 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -15.3% | 16,101 | $1.3M |
| Cooper Financial Group | 0.16% | Reduce -3.6% | 16,080 | $1.3M |
| Brightwater Advisory LLC | 0.95% | Reduce -5.0% | 15,953 | $1.3M |
| Crews Bank & Trust | 0.21% | Reduce -0.2% | 15,914 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Reduce -14.7% | 15,715 | $1.3M |
| Towercrest Capital Management | 0.23% | Add +1.3% | 15,711 | $1.3M |
| Advanced Asset Management Advisors Inc | 0.35% | Reduce -4.1% | 15,589 | $1.3M |
| GenTrust, LLC | 0.06% | Reduce -17.3% | 15,583 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.59% | Reduce -3.5% | 15,524 | $1.3M |
| J. W. Coons Advisors, LLC | 0.29% | Add +0.0% | 15,344 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Reduce -14.9% | 15,302 | $1.3M |
| Financial Management Professionals, Inc. | 0.14% | Reduce -3.7% | 15,294 | $1.3M |
| Rather & Kittrell, Inc. | 0.25% | Add +0.5% | 15,269 | $1.3M |
| Element Wealth, LLC | 0.58% | Reduce -3.3% | 15,220 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Add +103.3% | 15,212 | $1.3M |
| Coastal Bridge Advisors, LLC | 0.10% | New | 15,203 | $1.3M |
| Andrew Hill Investment Advisors, Inc. | 1.01% | New | 15,158 | $1.3M |
| Regions Financial Corp. | 0.01% | Reduce -12.1% | 14,874 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Add +2.5% | 14,864 | $1.2M |
| Aegis Wealth Management LLC | 0.73% | No change | 14,766 | $1.2M |
| Kathleen S. Wright Associates Inc. | 0.48% | Add +19.5% | 14,728 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -7.0% | 14,565 | $1.2M |
| St. James Investment Company, LLC | 0.19% | Reduce -0.0% | 14,565 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +81.8% | 14,398 | $1.2M |
| West Paces Advisors Inc. | 0.25% | Add +13.9% | 14,308 | $1.2M |
| Rovin Capital /Ut/ | 0.36% | Reduce -89.1% | 14,300 | $1.2M |
| First Foundation Advisors | 0.04% | Reduce -14.3% | 14,016 | $1.2M |
| Simplicity Wealth,LLC | 0.05% | Reduce -36.5% | 13,980 | $1.2M |
| Independent Wealth Network Inc. | 0.42% | Reduce -2.6% | 13,949 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +3130.9% | 13,893 | $1.2M |
| Oliver Luxxe Assets LLC | 0.20% | Add +2.5% | 13,821 | $1.1M |
| New Wave Wealth Advisors LLC | 0.49% | Reduce -24.6% | 13,802 | $1.1M |
| Farmers Trust Co. | 0.21% | Add +4.5% | 13,801 | $1.1M |
| Evelyn Partners Asset Management Ltd | 0.29% | Add +9.9% | 13,790 | $1.1M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -40.9% | 13,584 | $1.1M |
| Westwood Wealth Management | 0.38% | New | 13,500 | $1.1M |
| Absolute Capital Management, LLC | 0.56% | Reduce -1.2% | 13,492 | $1.1M |
| Discipline Wealth Solutions, LLC | 0.43% | Add +105.1% | 13,453 | $1.1M |
| Hobbs Group Advisors, LLC | 0.38% | Add +35.6% | 13,448 | $1.1M |
| Axis Wealth Partners, LLC | 0.73% | Reduce -3.2% | 13,444 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -37.4% | 13,443 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -5.6% | 13,303 | $1.1M |
| Fidelis Capital Partners, LLC | 0.10% | Reduce -1.3% | 13,217 | $1.1M |
| Capital Counsel LLC | 0.04% | Add +29.5% | 13,175 | $1.1M |
| Aspire Growth Partners LLC | 0.89% | Reduce -4.1% | 13,157 | $1.1M |
| MSH Capital Advisors LLC | 0.31% | Add +1.3% | 13,131 | $1.1M |
| Johnson Financial Group, Inc. | 0.05% | Add +16.6% | 12,987 | $1.1M |
| Headlands Technologies LLC | 0.13% | New | 12,908 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +9.3% | 12,760 | $1.1M |
| Aspiriant, LLC | 0.03% | Add +70.2% | 12,722 | $1.1M |
| Rockland Trust Co. | 0.05% | Reduce -3.1% | 12,678 | $1.1M |
| Foundry Financial Group, Inc. | 0.60% | Add +14.4% | 12,676 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | Add +32.7% | 12,675 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +1.2% | 12,646 | $1.0M |
| Tactive Advisors, LLC | 0.34% | — | 12,612 | $1.0M |
| Pacific Point Advisors, LLC | 0.56% | New | 12,464 | $1.0M |
| FWL Investment Management, LLC | 0.31% | Add +45.1% | 12,288 | $1.0M |
| WorthPointe, LLC | 0.43% | New | 12,285 | $1.0M |
| Capital Investment Counsel, LLC | 0.16% | New | 12,144 | $1.0M |
| Carnegie Investment Counsel | 0.02% | Add +3.0% | 12,137 | $1.0M |
| Auxano Advisors, LLC | 0.23% | Reduce -28.0% | 12,042 | $998K |
| Calamos Wealth Management LLC | 0.04% | No change | 11,908 | $987K |
| IFG Advisory, LLC | 0.05% | Reduce -18.5% | 11,881 | $984K |
| Benedict Financial Advisors Inc. | 0.22% | Reduce -13.0% | 11,772 | $975K |
| Mullooly Asset Management, Inc. | 0.41% | Add +1.0% | 11,745 | $973K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -2.3% | 11,738 | $973K |
| McDonald Partners LLC | 0.23% | Add +181.1% | 11,683 | $968K |
| VestGen Advisors, LLC | 0.04% | Add +19.2% | 11,683 | $968K |
| Acropolis Investment Management, LLC | 0.05% | Add +16.7% | 11,663 | $966K |
| Leigh Baldwin & Co., LLC | 0.63% | Add +80.6% | 11,647 | $965K |
| Bessemer Group Inc. | 0.00% | Reduce -0.5% | 11,613 | $962K |
| Valpey Financial Services, LLC | 0.66% | — | 11,581 | $960K |
| Zhang Financial LLC | 0.04% | Add +3.7% | 11,575 | $959K |
| Synergy Asset Management, LLC | 0.11% | Add +1.0% | 11,561 | $958K |
| Clientfirst Wealth Management, LLC | 0.98% | No change | 11,556 | $958K |
| Biltmore Wealth Management, LLC | 0.38% | Add +0.6% | 11,416 | $946K |
| ORG Partners LLC | 0.21% | Reduce -38.9% | 11,420 | $944K |
| Wealth Advisory Solutions, LLC | 0.24% | Reduce -0.3% | 11,250 | $932K |
| M3 Advisory Group, LLC | 0.64% | No change | 11,249 | $932K |
| Allred Capital Management, LLC | 0.35% | Reduce -2.6% | 11,231 | $931K |
| Enterprise Bank & Trust Co | 0.35% | No change | 11,172 | $926K |
| Advisory Research Inc. | 0.14% | No change | 11,171 | $926K |
| Marshall & Sterling Wealth Advisors Inc. | 0.62% | Add +38.9% | 11,031 | $914K |
| Compass Ion Advisors, LLC | 0.10% | Add +0.8% | 10,950 | $907K |
| Amarillo National Bank | 0.17% | Add +3.2% | 10,822 | $897K |
| Founders Grove Wealth Partners, LLC | 0.22% | Add +11.5% | 10,743 | $890K |
| Lowery Thomas, LLC | 0.56% | Add +14.6% | 10,642 | $882K |
| Guardian Partners Inc. | 0.08% | Reduce -9.5% | 10,681 | $881K |
| Glen Eagle Advisors, LLC | 0.14% | Reduce -0.1% | 10,588 | $877K |
| Ironwood Investment Counsel, LLC | 0.14% | Reduce -26.6% | 10,578 | $877K |
| Simon Quick Advisors, LLC | 0.04% | Add +0.4% | 10,481 | $868K |
| Lokken Investment Group LLC | 0.33% | Add +34.7% | 10,390 | $861K |
| Bright Financial Advisors, Inc. | 0.47% | Reduce -1.9% | 10,325 | $856K |
| Retirement Capital Strategies | 0.33% | No change | 10,072 | $835K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 10,031 | $831K |
| Severin Investments, LLC | 0.78% | Add +6.1% | 10,024 | $831K |
| Old National Bancorp | 0.01% | Add +65.8% | 10,008 | $829K |
| Townsquare Capital LLC | 0.08% | Reduce -95.8% | 9,968 | $826K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -7.7% | 9,939 | $824K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -0.3% | 9,914 | $821K |
| Chapin Davis, Inc. | 0.23% | Add +0.9% | 9,859 | $817K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -12.9% | 9,802 | $812K |
| Root Financial Partners, LLC | 0.08% | Reduce -10.0% | 9,779 | $810K |
| GatePass Capital, LLC | 0.54% | Reduce -4.3% | 9,707 | $804K |
| Summa Corp. | 0.42% | Add +61.5% | 9,690 | $803K |
| Strategic Wealth Partners, Ltd. | 0.06% | — | 9,623 | $797K |
| Whitegate Investment Counselors, Inc. | 0.27% | Reduce -13.7% | 9,612 | $796K |
| NCM Capital Management, LLC | 0.33% | Add +6.7% | 9,569 | $793K |
| Impact Partnership Wealth, LLC | 0.15% | Reduce -5.5% | 9,552 | $792K |
| Fulcrum Equity Management | 0.81% | New | 9,475 | $785K |
| HFG Wealth Management, LLC | 0.48% | Add +7.1% | 9,484 | $785K |
| Clear Creek Financial Management, LLC | 0.07% | Add +51.8% | 9,460 | $784K |
| Burke & Herbert Bank & Trust Co. | 0.18% | Reduce -2.1% | 9,453 | $783K |
| Ironwood Wealth Management, LLC. | 0.29% | Reduce -7.5% | 9,452 | $783K |
| GK Wealth Management LLC | 0.78% | Add +282.4% | 9,444 | $783K |
| IFP Advisors, Inc | 0.02% | Reduce -26.3% | 9,439 | $782K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | No change | 9,436 | $782K |
| Spreng Capital Management, Inc. | 0.33% | Reduce -5.9% | 9,387 | $778K |
| Oxbow Advisors, LLC | 0.09% | Add +99.1% | 9,337 | $774K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -14.0% | 9,250 | $766K |
| New South Capital Management Inc. | 0.04% | Reduce -3.0% | 9,125 | $756K |
| Alhambra Investment Management LLC | 0.37% | Reduce -14.6% | 9,124 | $756K |
| Centennial Bank | 0.32% | New | 9,122 | $756K |
| Cobblestone Capital Advisors LLC | 0.04% | Add +33.8% | 9,088 | $753K |
| Farmers National Bank | 0.20% | Reduce -23.9% | 9,043 | $749K |
| Addison Capital Co | 0.26% | Add +4.7% | 9,024 | $748K |
| Vantage Financial Partners, LLC | 0.17% | Reduce -16.6% | 8,992 | $745K |
| Waterloo Capital, L.P. | 0.06% | New | 8,974 | $744K |
| International Assets Investment Management, LLC | 0.06% | Reduce -22.6% | 8,861 | $734K |
| Flow Traders U.S. LLC | 0.03% | New | 8,823 | $731K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -33.1% | 8,686 | $720K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -57.5% | 8,605 | $713K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.25% | Reduce -8.3% | 8,566 | $710K |
| Retirement Income Solutions, Inc. | 0.13% | Add +0.4% | 8,534 | $707K |
| Clearbridge Investments, LLC | 0.00% | Add +0.6% | 8,486 | $703K |
| Apexium Financial, LP | 0.04% | Reduce -1.1% | 8,477 | $702K |
| Gries Financial LLC | 0.13% | Add +0.2% | 8,458 | $701K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -3.6% | 8,432 | $699K |
| Barrett & Company, Inc. | 0.26% | No change | 8,381 | $694K |
| Garrison Point Advisors, LLC | 0.32% | Reduce -18.3% | 8,335 | $691K |
| Stolper Co | 0.22% | Add +1.6% | 8,250 | $684K |
| Sierra Capital LLC | 0.08% | No change | 8,285 | $683K |
| Conservest Capital Advisors, Inc. | 0.07% | Reduce -34.3% | 8,235 | $682K |
| Empirical Asset Management, LLC | 0.21% | Reduce -2.4% | 8,120 | $673K |
| Americana Partners, LLC | 0.02% | Reduce -0.3% | 8,105 | $672K |
| Canopy Partners, LLC | 0.24% | Reduce -4.5% | 8,027 | $665K |
| Fortem Financial Group, LLC | 0.21% | Reduce -87.0% | 7,980 | $661K |
| Raleigh Capital Management Inc. | 0.28% | New | 7,951 | $659K |
| FLP Wealth Management, LLC | 1.82% | New | 7,824 | $648K |
| Fiducient Advisors LLC | 0.08% | No change | 7,786 | $645K |
| Envision Financial LLC | 0.43% | New | 7,780 | $645K |
| Kelly Financial Group LLC | 0.19% | Reduce -54.8% | 7,775 | $644K |
| Eq LLC | 0.25% | Reduce -91.8% | 7,771 | $644K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -5.0% | 7,708 | $639K |
| Mission Wealth Management, LP | 0.01% | Reduce -23.9% | 7,708 | $639K |
| Heritage Oak Wealth Advisors LLC | 0.25% | New | 7,702 | $638K |
| Bragg Financial Advisors, Inc | 0.02% | Add +168.2% | 7,653 | $634K |
| DMC Group, LLC | 0.49% | Add +2.5% | 7,605 | $630K |
| Private Trust Co. NA | 0.06% | Reduce -28.8% | 7,604 | $630K |
| Clearstead Trust, LLC | 0.12% | Add +42.1% | 7,575 | $628K |
| Optima Capital LLC | 0.34% | New | 7,567 | $627K |
| North Capital, Inc. | 0.54% | No change | 7,564 | $627K |
| SkyOak Wealth, LLC | 0.13% | No change | 7,530 | $624K |
| Weaver Consulting Group | 0.17% | Reduce -32.7% | 7,520 | $623K |
| F/m Investments LLC | 0.02% | No change | 7,610 | $621K |
| Arrowroot Family Office, LLC | 0.28% | — | 7,470 | $619K |
| Pinnacle Wealth Management Group, Inc. | 0.35% | Reduce -4.4% | 7,467 | $619K |
| Park Place Capital Corp | 0.14% | Reduce -11.0% | 7,465 | $616K |
| Mezzasalma Advisors, LLC | 0.18% | Add +0.7% | 7,432 | $616K |
| Northwest Wealth Management, LLC | 0.11% | Reduce -6.1% | 7,431 | $616K |
| Founders Financial Alliance, LLC | 0.14% | Reduce -10.9% | 7,416 | $615K |
| NorthRock Partners, LLC | 0.02% | Reduce -5.6% | 7,275 | $603K |
| Stordahl Capital Management, Inc. | 0.13% | Reduce -20.4% | 7,274 | $603K |
| West Michigan Advisors, LLC | 0.17% | Reduce -3.6% | 7,268 | $602K |
| XTX Topco Ltd | 0.02% | Add +136.5% | 7,233 | $599K |
| Rodgers Brothers Inc. | 0.08% | No change | 7,200 | $597K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -26.9% | 7,200 | $595K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -14.2% | 7,180 | $595K |
| One Capital Management, LLC | 0.02% | Reduce -11.2% | 7,145 | $592K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +1.0% | 7,143 | $592K |
| Baker Ellis Asset Management LLC | 0.08% | Reduce -41.4% | 7,126 | $590K |
| Discovery Capital Management, LLC / CT | 0.05% | Add +0.9% | 7,097 | $588K |
| Occidental Asset Management, LLC | 0.08% | Add +47.0% | 7,042 | $584K |
| Maseco LLP | 0.02% | — | 7,030 | $582K |
| OneAscent Financial Services LLC | 0.04% | Reduce -19.4% | 7,027 | $582K |
| NewEdge Wealth, LLC | 0.01% | Reduce -27.7% | 7,029 | $581K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.26% | Add +207.4% | 6,990 | $579K |
| Elyxium Wealth, LLC | 0.22% | Add +0.1% | 6,978 | $578K |
| RDA Financial Network | 0.16% | Add +1.2% | 6,957 | $576K |
| Alternative Investment Advisors, LLC. | 0.29% | Reduce -10.3% | 6,935 | $575K |
| Optimum Investment Advisors | 0.25% | Add +26.6% | 6,934 | $575K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -1.0% | 6,927 | $574K |
| Azimuth Capital Investment Management LLC | 0.02% | Add +9.7% | 6,868 | $569K |
| Mustico Financial Group, Inc. | 0.52% | — | 6,825 | $564K |
| SPC Financial, Inc. | 0.05% | Reduce -3.5% | 6,807 | $564K |
| Stephens Group Asset Management, LLC | 0.04% | Add +92.3% | 6,744 | $559K |
| Easterly Investment Partners LLC | 0.04% | No change | 6,734 | $558K |
| Calton & Associates, Inc. | 0.10% | Reduce -34.1% | 6,675 | $553K |
| Purus Wealth Management, LLC | 0.19% | No change | 6,660 | $552K |
| Allen Capital Group, LLC | 0.06% | Add +1.8% | 6,656 | $552K |
| Howard Financial Services, LTD. | 0.07% | Reduce -2.7% | 6,647 | $551K |
| Invesco Ltd. | 0.00% | Reduce -5.3% | 6,626 | $549K |
| Live Oak Private Wealth LLC | 0.08% | Add +1.9% | 6,613 | $548K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +73.3% | 6,574 | $545K |
| Potomac Fund Management Inc. | 0.03% | Reduce -32.6% | 6,588 | $543K |
| Quadcap Wealth Management, LLC | 0.07% | New | 6,534 | $541K |
| Raab & Moskowitz Asset Management LLC | 0.13% | No change | 6,490 | $538K |
| Private Client Services, LLC | 0.21% | New | 6,469 | $536K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +3.4% | 6,467 | $536K |
| Factor Wealth Management LTD | 0.15% | Add +1.0% | 6,446 | $534K |
| Blalock Williams, LLC | 0.52% | Reduce -61.3% | 6,330 | $525K |
| Bingham Private Wealth, LLC | 0.50% | Add +0.4% | 6,329 | $524K |
| Mattern Wealth Management LLC | 0.11% | No change | 6,300 | $522K |
| TCFG Wealth Management, LLC | 0.24% | Add +46.7% | 6,282 | $521K |
| Vega Investment Solutions | 0.12% | No change | 6,251 | $518K |
| Capital Asset Advisory Services LLC | 0.02% | Add +4.0% | 6,240 | $515K |
| Fonville Wealth Management LLC | 0.13% | Add +50.3% | 6,201 | $514K |
| ARS Wealth Advisors Group, LLC | 0.06% | Reduce -6.3% | 6,175 | $512K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.2% | 6,165 | $511K |
| Beacon Financial Advisory LLC | 0.13% | Add +85.3% | 6,153 | $510K |
| Beverly Hills Private Wealth, LLC | 0.10% | No change | 6,152 | $510K |
| Renasant Bank | 0.34% | Reduce -11.2% | 6,128 | $508K |
| Peddock Capital Advisors, LLC | 0.12% | Add +36.3% | 6,063 | $502K |
| A. D. Beadell Investment Counsel, Inc. | 0.38% | Add +9.8% | 6,069 | $502K |
| Obermeyer Wealth Partners | 0.03% | New | 6,058 | $502K |
| MAS Advisors LLC | 0.82% | New | 6,055 | $502K |
| Barr E S & Co. | 0.03% | Reduce -11.1% | 6,025 | $499K |
| WNY Asset Management, LLC | 0.06% | Add +4.0% | 6,019 | $499K |
| Cape Investment Advisory, Inc. | 0.18% | Reduce -3.1% | 5,954 | $493K |
| Moneco Advisors, LLC | 0.05% | Reduce -10.8% | 5,934 | $492K |
| Forum Private Client Group LLC | 0.19% | Reduce -1.9% | 5,929 | $491K |
| Westfuller Advisors, LLC | 0.28% | Add +0.1% | 5,886 | $488K |
| Beirne Wealth Consulting Services, LLC | 0.16% | No change | 5,885 | $488K |
| Summit Financial, LLC | 0.01% | Reduce -0.5% | 5,853 | $485K |
| Global Assets Advisory, LLC | 0.19% | Reduce -75.0% | 5,878 | $485K |
| Trust Co | 0.05% | No change | 5,840 | $484K |
| Good Life Advisors, LLC | 0.03% | Add +1.8% | 5,821 | $482K |
| Lester Murray Antman dba SimplyRich | 0.13% | Reduce -0.4% | 5,829 | $482K |
| Kovack Advisors, Inc. | 0.05% | Reduce -2.5% | 5,816 | $482K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 5,784 | $479K |
| Berger Financial Group, Inc | 0.03% | Reduce -9.8% | 5,718 | $474K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +4.0% | 5,699 | $472K |
| Horizon Family Wealth, Inc. | 0.29% | Reduce -1.3% | 5,691 | $472K |
| DeDora Capital, Inc. | 0.12% | Reduce -7.2% | 5,683 | $471K |
| CVA Family Office, LLC | 0.07% | No change | 5,625 | $466K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 5,583 | $463K |
| Hancock Whitney Corp. | 0.01% | Add +10.8% | 5,581 | $462K |
| Alliance Wealth Management Group | 0.12% | Add +0.8% | 5,575 | $462K |
| BankPlus Trust Department | 0.14% | No change | 5,551 | $460K |
| Buckhead Capital Management LLC | 0.18% | Reduce -2.9% | 5,543 | $459K |
| Bay Rivers Group | 0.21% | Add +18.8% | 5,541 | $459K |
| Savant Capital, LLC | 0.00% | Reduce -29.5% | 5,518 | $457K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -1.1% | 5,517 | $457K |
| Diversified Portfolios, Inc. | 0.04% | Add +0.1% | 5,488 | $455K |
| Banque Pictet & Cie SA | 0.00% | No change | 5,464 | $453K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -3.8% | 5,432 | $450K |
| Phillips Financial Management, LLC | 0.03% | Reduce -77.8% | 5,364 | $444K |
| Freedom Investment Management, Inc. | 0.04% | Add +1.1% | 5,351 | $443K |
| Harbour Capital Advisors, LLC | 0.09% | Add +50.7% | 5,350 | $441K |
| Guidance Capital, Inc. | 0.13% | Add +0.1% | 5,305 | $438K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -99.4% | 5,265 | $436K |
| Shepherd Financial Partners LLC | 0.05% | Reduce -9.3% | 5,256 | $436K |
| Lee Danner & Bass Inc. | 0.03% | No change | 5,215 | $432K |
| Brickley Wealth Management | 0.08% | No change | 5,208 | $432K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +90.1% | 5,202 | $431K |
| IPG Investment Advisors LLC | 0.08% | Add +4.4% | 5,193 | $430K |
| Postrock Partners LLC | 0.21% | Add +5.4% | 5,192 | $430K |
| Capital Advisors Wealth Management, LLC | 0.07% | New | 5,183 | $429K |
| Principle Wealth Partners LLC | 0.03% | New | 5,167 | $428K |
| L.K. Benson & Company, P.C. | 0.26% | Add +0.1% | 5,152 | $427K |
| Tiemann Investment Advisors, LLC | 0.17% | Add +8.4% | 5,150 | $427K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -3.0% | 5,140 | $426K |
| Blue Edge Capital, LLC | 0.06% | New | 5,132 | $425K |
| WealthPlan Investment Management, LLC | 0.03% | Add +3.7% | 5,113 | $424K |
| Forte Asset Management LLC | 0.22% | No change | 5,100 | $423K |
| Joel Isaacson & Co., LLC | 0.02% | New | 5,072 | $420K |
| Gibbs Wealth Management | 0.08% | New | 5,048 | $418K |
| Boyd Watterson Asset Management LLC | 0.13% | No change | 5,000 | $414K |
| Trajan Wealth LLC | 0.02% | Add +11.5% | 4,987 | $413K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -30.5% | 4,982 | $413K |
| Twele Capital Management, Inc. | 0.08% | Reduce -6.8% | 4,975 | $412K |
| Whittier Trust Co. | 0.01% | No change | 4,970 | $412K |
| Black Swift Group, LLC | 0.08% | New | 4,950 | $410K |
| TCP Asset Management, LLC | 0.08% | Add +0.1% | 4,934 | $409K |
| Bond & Devick Financial Network, Inc. | 0.14% | No change | 4,907 | $407K |
| Inman Jager Wealth Management, LLC | 0.27% | No change | 4,871 | $404K |
| Caldwell Sutter Capital, Inc. | 0.18% | Add +1.6% | 4,855 | $402K |
| Tanglewood Wealth Management, Inc. | 0.04% | No change | 4,855 | $402K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +58.2% | 4,854 | $402K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Reduce -3.9% | 4,829 | $400K |
| Cheviot Value Management, LLC | 0.05% | Reduce -47.3% | 4,831 | $399K |
| Leo Wealth, LLC | 0.03% | Add +42.4% | 4,798 | $398K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -20.2% | 4,788 | $397K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 4,775 | $396K |
| TrueWealth Advisors, LLC | 0.11% | New | 4,686 | $388K |
| Quartz Partners, LLC | 0.18% | No change | 4,675 | $387K |
| Charles Schwab Trust Co | 0.03% | Reduce -23.4% | 4,647 | $385K |
| Icon Wealth Advisors, LLC | 0.03% | Add +9.4% | 4,642 | $385K |
| Asset Management Group, Inc. | 0.07% | Add +1.0% | 4,641 | $385K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 4,635 | $384K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.8% | 4,629 | $384K |
| Joseph P. Lucia & Associates, LLC | 0.16% | Reduce -7.5% | 4,629 | $384K |
| Windward Private Wealth Management Inc. | 0.14% | Reduce -0.7% | 4,627 | $383K |
| Dimension Capital Management LLC | 0.06% | No change | 4,583 | $380K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 4,549 | $377K |
| Fiduciary Alliance LLC | 0.03% | Reduce -31.9% | 4,546 | $377K |
| Ieq Capital, LLC | 0.00% | Reduce -44.2% | 4,537 | $376K |
| Mechanics Bank Trust Department | 0.05% | Reduce -45.3% | 4,530 | $375K |
| Norris Financial Group, LLC | 0.15% | No change | 4,482 | $371K |
| Castleview Partners, LLC | 0.24% | Add +49.9% | 4,479 | $371K |
| Pasadena Private Wealth, LLC | 0.06% | Reduce -6.7% | 4,470 | $370K |
| Whalen Wealth Management Inc. | 0.23% | New | 4,460 | $370K |
| Vestor Capital, LLC | 0.03% | Add +987.0% | 10,250 | $367K |
| Bokf, NA | 0.01% | No change | 4,407 | $365K |
| Secure Asset Management, LLC | 0.07% | Reduce -2.2% | 4,401 | $365K |
| Trademark Financial Management, LLC | 0.22% | New | 4,393 | $364K |
| United Community Bank | 0.12% | Reduce -4.6% | 4,345 | $360K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.8% | 4,330 | $359K |
| United Advisor Group, LLC | 0.06% | New | 4,303 | $357K |
| Interactive Financial Advisors, Inc. | 0.17% | Reduce -6.7% | 4,298 | $356K |
| Stapp Wealth Management, PLLC | 0.51% | No change | 4,275 | $354K |
| Woodward Diversified Capital, LLC | 0.18% | Add +21.0% | 4,262 | $353K |
| Yarger Wealth Strategies, LLC | 0.18% | No change | 4,223 | $350K |
| North Star Investment Management Corp. | 0.02% | Reduce -0.8% | 4,219 | $350K |
| Hilton Capital Management, LLC | 0.03% | Reduce -2.8% | 4,218 | $350K |
| Phoenix Financial Ltd. | 0.00% | No change | 4,209 | $349K |
| Hilltop Holdings Inc. | 0.02% | Add +17.8% | 4,207 | $349K |
| Cadinha & Co. LLC | 0.06% | Reduce -12.0% | 4,206 | $349K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,199 | $348K |
| Novem Group | 0.04% | Add +0.9% | 4,185 | $347K |
| Stanley-Laman Group, Ltd. | 0.05% | Reduce -2.3% | 4,180 | $346K |
| Sunbelt Securities, Inc. | 0.03% | Add +4.4% | 4,216 | $346K |
| Two West Capital Advisors LLC | 0.23% | Reduce -6.8% | 4,175 | $345K |
| My Legacy Advisors, LLC | 0.12% | Add +11.8% | 4,172 | $344K |
| AMG National Trust Bank | 0.01% | Reduce -17.8% | 4,150 | $344K |
| Tectonic Advisors LLC | 0.02% | Reduce -2.0% | 4,147 | $344K |
| Traveka Wealth, LLC | 0.18% | New | 4,141 | $343K |
| Tempus Wealth Planning, LLC | 0.09% | Add +14.3% | 4,123 | $342K |
| Atlas Capital Advisors Inc. | 0.04% | Reduce -2.4% | 4,102 | $340K |
| Eagle Strategies LLC | 0.05% | Reduce -20.7% | 4,094 | $339K |
| Rossby Financial, LCC | 0.13% | Add +15.5% | 4,092 | $339K |
| Harvest Investment Services, LLC | 0.08% | Add +66.2% | 4,089 | $339K |
| American Trust | 0.03% | New | 4,053 | $336K |
| Transcend Capital Advisors, LLC | 0.03% | Add +5.1% | 4,048 | $335K |
| Flagstar Securities, Inc. | 0.09% | Reduce -4.4% | 4,038 | $335K |
| New Capital Management LP | 0.09% | No change | 4,000 | $331K |
| Pinion Investment Advisors, LLC | 0.11% | New | 3,996 | $331K |
| Smith Thornton Advisors LLC | 0.19% | Reduce -1.2% | 3,988 | $330K |
| Avaii Wealth Management, LLC | 0.15% | Reduce -19.0% | 3,977 | $330K |
| Lion Street Advisors, LLC | 0.10% | Reduce -1.5% | 3,940 | $326K |
| Southeast Asset Advisors, LLC | 0.04% | Reduce -11.2% | 3,927 | $325K |
| Wernau Asset Management Inc. | 0.37% | Reduce -5.3% | 3,918 | $325K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,914 | $324K |
| M. Kulyk & Associates, LLC | 0.07% | Reduce -1.4% | 3,893 | $323K |
| Roberts Wealth Advisors, LLC | 0.09% | Reduce -32.3% | 3,859 | $320K |
| Blue Oak Capital, LLC | 0.17% | New | 3,855 | $319K |
| Northeast Financial Group, Inc. | 0.10% | Reduce -3.4% | 3,820 | $317K |
| Brighton Jones LLC | 0.01% | New | 3,820 | $317K |
| Fairfield, Bush & Co. | 0.18% | No change | 3,800 | $315K |
| 1620 Investment Advisors, Inc. | 0.23% | Reduce -30.5% | 3,775 | $313K |
| Argent Trust Co | 0.01% | Add +1.9% | 3,773 | $313K |
| Sollinda Capital Management LLC | 0.08% | Add +25.3% | 3,772 | $313K |
| Seed Wealth Management, Inc. | 0.23% | Reduce -3.9% | 3,720 | $308K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Add +4.8% | 3,701 | $307K |
| Napa Wealth Management | 0.15% | Reduce -8.2% | 3,692 | $306K |
| Mgo One Seven LLC | 0.01% | New | 3,663 | $304K |
| Blue Trust, Inc. | 0.00% | No change | 3,652 | $303K |
| Roger Wittlin Investment Advisory, LLC | 0.17% | New | 3,644 | $302K |
| Lyell Wealth Management, LP | 0.02% | Reduce -4.6% | 3,637 | $301K |
| LCNB Corp. | 0.11% | Reduce -1.4% | 3,618 | $300K |
| EdgeRock Capital LLC | 0.09% | New | 3,614 | $299K |
| TPG Advisors LLC | 0.22% | No change | 3,607 | $299K |
| OneAscent Family Office, LLC | 0.28% | No change | 3,602 | $298K |
| Arbor Trust Wealth Advisors, LLC | 0.15% | No change | 3,586 | $297K |
| Verum Partners LLC | 0.07% | Reduce -9.6% | 3,556 | $295K |
| Cushing Capital Partners, LLC | 0.25% | No change | 3,544 | $294K |
| Arkos Global Advisors | 0.04% | No change | 3,527 | $292K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -29.8% | 3,506 | $291K |
| Maridea Wealth Management LLC | 0.08% | New | 3,504 | $290K |
| Sovereign Financial Group, Inc. | 0.06% | Add +29.2% | 3,470 | $288K |
| 1834 Investment Advisors Co. | 0.04% | Add +7.8% | 3,465 | $287K |
| SOL Capital Management CO | 0.03% | New | 3,467 | $287K |
| Wealth Effects LLC | 0.11% | Add +4.1% | 3,447 | $286K |
| Formidable Asset Management, LLC | 0.05% | No change | 3,445 | $285K |
| Crabel Capital Management, LLC | 0.17% | Add +15.5% | 3,425 | $284K |
| Hanover Advisors Inc. | 0.12% | Add +2.5% | 3,418 | $283K |
| ETF Store, Inc. | 0.33% | Add +0.3% | 3,411 | $283K |
| First Wilshire Securities Management Inc. | 0.08% | Reduce -4.5% | 3,377 | $280K |
| Sunpointe, LLC | 0.11% | New | 3,329 | $276K |
| Central Pacific Bank - Trust Division | 0.04% | No change | 3,314 | $275K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 3,307 | $274K |
| Seaview Investment Managers LLC | 0.06% | No change | 3,291 | $273K |
| Autumn Glory Partners, LLC | 0.13% | Reduce -6.3% | 3,278 | $272K |
| Evolution Wealth Advisors, LLC | 0.04% | New | 3,270 | $271K |
| AllSquare Wealth Management LLC | 0.15% | No change | 3,250 | $269K |
| Etesian Wealth Advisors, Inc. | 0.10% | Add +13.3% | 3,245 | $269K |
| Retirement Planning Group, LLC | 0.01% | Reduce -24.7% | 3,238 | $268K |
| Arrow Financial Corp | 0.03% | No change | 3,226 | $267K |
| GW Henssler & Associates Ltd. | 0.01% | Reduce -1.2% | 3,211 | $266K |
| J2 Capital Management Inc | 0.21% | No change | 3,188 | $264K |
| Cadence Bank | 0.02% | New | 3,150 | $261K |
| Able Wealth Management LLC | 0.13% | Reduce -18.3% | 3,147 | $261K |
| Finley Financial, LLC | 0.13% | No change | 3,145 | $261K |
| SWP Financial LLC | 0.14% | Reduce -0.8% | 3,138 | $260K |
| Financial Network Wealth Advisors LLC | 0.32% | Add +292.1% | 3,133 | $260K |
| Park Square Financial Group, LLC | 0.19% | Add +103.6% | 3,129 | $259K |
| Valley Financial Group, Inc. | 0.16% | New | 3,122 | $259K |
| Harbour Investments, Inc. | 0.01% | Reduce -20.1% | 3,101 | $257K |
| Client 1ST Advisory Group, LLC | 0.09% | No change | 3,101 | $257K |
| Hudson Capital Management LLC | 0.08% | Add +1.5% | 3,098 | $257K |
| Valmark Advisers, Inc. | 0.00% | No change | 3,086 | $256K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +24.1% | 3,085 | $256K |
| Arkfeld Wealth Strategies, L.L.C. | 0.10% | Reduce -42.0% | 3,097 | $255K |
| Insight Wealth Partners, LLC | 0.14% | Add +0.9% | 3,073 | $255K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 3,066 | $254K |
| Cynosure Group, LLC | 0.03% | No change | 3,066 | $254K |
| Ridgewood Investments LLC | 0.11% | Reduce -7.0% | 3,038 | $252K |
| West Wealth Group, LLC | 0.06% | Add +18.2% | 3,039 | $251K |
| Armstrong Advisory Group, Inc. | 0.02% | New | 3,010 | $249K |
| Core Wealth Partners LLC | 0.13% | New | 3,000 | $249K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,000 | $249K |
| Kestra Investment Management, LLC | 0.01% | Reduce -40.9% | 2,936 | $243K |
| Ballast Advisors LLC | 0.07% | Reduce -1.9% | 2,929 | $243K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -84.2% | 2,926 | $242K |
| Inscription Capital, LLC | 0.03% | Reduce -69.6% | 2,907 | $241K |
| Wealthquest Corp | 0.02% | Add +2.4% | 2,904 | $241K |
| Disciplined Investments, LLC | 0.10% | No change | 2,900 | $240K |
| Cordgrass Capital Advisors, LLC | 0.06% | Reduce -27.6% | 2,880 | $239K |
| Mission Creek Capital Partners, Inc. | 0.05% | Add +0.1% | 2,861 | $237K |
| Davis Wealth Advisors, LLC | 0.25% | Add +1.0% | 2,858 | $237K |
| Lewis Asset Management, LLC | 0.11% | Add +1.7% | 2,834 | $235K |
| Litman Gregory Wealth Management LLC | 0.02% | New | 2,830 | $234K |
| Probity Advisors, Inc. | 0.04% | Reduce -47.6% | 2,823 | $234K |
| Resurgent Financial Advisors LLC | 0.13% | New | 2,803 | $232K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 2,800 | $232K |
| Good Steward Wealth Advisors,LLC | 0.18% | Reduce -62.1% | 2,796 | $232K |
| Omnia Family Wealth, LLC | 0.08% | Add +3.3% | 2,794 | $232K |
| City National Bank of Florida | 0.17% | Reduce -67.0% | 2,775 | $230K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.4% | 2,765 | $229K |
| Second Line Capital, LLC | 0.05% | Add +5.3% | 2,758 | $229K |
| Hamilton Wealth, LLC | 0.05% | Reduce -34.1% | 2,755 | $228K |
| Market Street Wealth Management Advisors LLC | 0.04% | Add +0.4% | 2,750 | $228K |
| HBW Advisory Services LLC | 0.03% | Reduce -3.1% | 2,742 | $227K |
| Willow Creek Wealth Management Inc. | 0.02% | No change | 2,731 | $226K |
| Advyzon Investment Management, LLC | 0.05% | New | 2,704 | $224K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 2,701 | $224K |
| American Institute for Advanced Investment Management, LLP | 0.16% | No change | 2,700 | $224K |
| GFS Advisors, LLC | 0.03% | Reduce -14.2% | 2,677 | $222K |
| Greenwood Capital Associates LLC | 0.03% | No change | 2,670 | $221K |
| Copia Wealth Management | 0.19% | Add +0.9% | 2,668 | $221K |
| Trilogy Capital Inc. | 0.01% | Reduce -13.8% | 2,663 | $221K |
| Financial Life Advisors | 0.08% | Add +0.6% | 2,650 | $220K |
| Vista Investment Partners Ii, LLC | 0.11% | Reduce -81.9% | 2,635 | $218K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -18.5% | 2,618 | $217K |
| Center For Asset Management LLC | 0.13% | New | 2,636 | $216K |
| Arkansas Financial Group, Inc. | 0.03% | Add +3.9% | 2,591 | $215K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -3.9% | 2,584 | $214K |
| TruWealth Advisors, LLC | 0.01% | Add +1.7% | 2,573 | $213K |
| Trust Co. of Vermont | 0.01% | Add +229.9% | 2,573 | $213K |
| Webster Bank, N. A. | 0.02% | Add +0.8% | 2,536 | $210K |
| Sandbox Financial Partners, LLC | 0.07% | Reduce -95.0% | 2,531 | $210K |
| Seelaus Asset Management LLC | 0.19% | New | 2,529 | $210K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 2,525 | $209K |
| 1492 Capital Management LLC | 0.10% | New | 2,520 | $209K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -26.4% | 2,517 | $209K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 2,500 | $207K |
| Mandatum Life Insurance Co Ltd | 0.05% | No change | 2,470 | $205K |
| Sovran Advisors, LLC | 0.02% | Reduce -14.3% | 2,472 | $204K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -14.9% | 2,452 | $203K |
| Allium Financial Advisors, LLC | 0.18% | No change | 2,433 | $202K |
| Compass Planning Associates Inc | 0.18% | Add +0.8% | 2,422 | $201K |
| V2 Financial group LLC | 0.12% | New | 2,418 | $200K |
| Crewe Advisors LLC | 0.03% | No change | 2,414 | $200K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -97.2% | 2,411 | $200K |
| Golden State Wealth Management, LLC | 0.02% | Add +121.2% | 2,263 | $188K |
| Woodard & Co. Asset Management Group Inc. | 0.03% | Add +0.9% | 2,247 | $186K |
| Tower View Wealth Management LLC | 0.10% | Add +0.6% | 2,226 | $184K |
| Pacific Center for Financial Services | 0.05% | No change | 2,108 | $175K |
| Asset Dedication, LLC | 0.01% | Add +20.8% | 2,101 | $174K |
| SIMA Wealth Partners, LLC | 0.14% | Add +26.0% | 2,086 | $173K |
| ESL Trust Services, LLC | 0.03% | Add +21.7% | 2,061 | $171K |
| EP Wealth Advisors, LLC | 0.00% | Add +24.3% | 2,037 | $169K |
| CNB Bank | 0.08% | No change | 2,018 | $167K |
| Raffa Wealth Management, LLC | 0.03% | Add +1.0% | 1,990 | $165K |
| 2UniFi Bank | 0.09% | Add +14.4% | 1,985 | $164K |
| Roble, Belko & Company, Inc | 0.02% | Add +0.9% | 1,983 | $164K |
| Transce3nd, LLC | 0.07% | Reduce -76.3% | 1,942 | $161K |
| Aventura Private Wealth, LLC | 0.07% | Reduce -4.4% | 1,904 | $158K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -6.5% | 1,826 | $151K |
| Global Trust Asset Management, LLC | 0.08% | Add +70.2% | 1,819 | $151K |
| Horizons Wealth Management | 0.11% | Add +2.8% | 1,784 | $148K |
| Ameliora Wealth Management Ltd. | 0.05% | Reduce -66.6% | 1,730 | $143K |
| Eastern Bank | 0.00% | Reduce -5.1% | 1,720 | $142K |
| Robinswood Financial LLC | 0.05% | Reduce -3.0% | 1,688 | $140K |
| Richards, Merrill & Peterson, Inc. | 0.06% | Reduce -0.4% | 1,622 | $134K |
| Lummis Asset Management, LP | 0.09% | No change | 1,595 | $132K |
| Deane Retirement Strategies, Inc. | 0.06% | Add +0.2% | 1,538 | $127K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,427 | $118K |
| Essential Partners LLC | 0.05% | — | 1,392 | $115K |
| Cutler Capital Management, LLC | 0.05% | No change | 1,286 | $107K |
| Covestor Ltd | 0.06% | Add +80.7% | 1,274 | $106K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,271 | $105K |
| Caldwell Trust Co | 0.01% | No change | 1,249 | $103K |
| Grove Bank & Trust | 0.01% | No change | 1,200 | $99K |
| Choate Investment Advisors | 0.00% | New | 1,183 | $98K |
| HighMark Wealth Management LLC | 0.05% | New | 1,171 | $97K |
| Arax Advisory Partners | 0.00% | Add +47.9% | 1,115 | $96K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,125 | $93K |
| Signature Resources Capital Management, LLC | 0.06% | New | 1,116 | $92K |
| Ascentis Wealth Management, LLC | 0.02% | Add +27.4% | 1,096 | $90K |
| Bear Mountain Capital, Inc. | 0.03% | No change | 1,076 | $89K |
| PrairieView Partners, LLC | 0.01% | Reduce -24.9% | 1,065 | $88K |
| Zions Bancorporation, National Association | 0.00% | No change | 1,053 | $87K |
| Logan Capital Management Inc. | 0.00% | Add +4.9% | 936 | $78K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Reduce -8.9% | 936 | $78K |
| Brooklyn Investment Group | 0.01% | New | 928 | $77K |
| Hollencrest Capital Management | 0.00% | Add +2362.2% | 911 | $75K |
| Atlantic Union Bankshares Corp | 0.00% | New | 908 | $75K |
| Creative Financial Designs Inc. | 0.01% | Reduce -5.1% | 898 | $74K |
| St Germain D J Co. Inc. | 0.00% | Reduce -43.5% | 862 | $71K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -8.9% | 843 | $70K |
| Hemington Wealth Management | 0.01% | No change | 844 | $69K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 810 | $67K |
| Balentine LLC | 0.00% | Reduce -95.1% | 796 | $66K |
| Breakwater Investment Management | 0.03% | No change | 782 | $65K |
| Horizon Investments, LLC | 0.00% | Add +0.1% | 783 | $64K |
| Rialto Wealth Management, LLC | 0.02% | No change | 750 | $62K |
| Archer Investment Corp | 0.01% | No change | 740 | $61K |
| Bank of New Hampshire | 0.02% | Reduce -9.3% | 736 | $61K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 673 | $56K |
| Chilton Capital Management LLC | 0.00% | No change | 640 | $53K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 624 | $52K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -90.8% | 615 | $51K |
| TCTC Holdings, LLC | 0.00% | Add +6.8% | 609 | $50K |
| IFS Advisors, LLC | 0.04% | No change | 600 | $50K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 600 | $50K |
| Semmax Financial Advisors Inc. | 0.01% | Add +0.9% | 588 | $49K |
| Concord Wealth Partners | 0.01% | New | 560 | $46K |
| Northwest Capital Management Inc | 0.02% | Reduce -59.0% | 556 | $46K |
| New Republic Capital, LLC | 0.02% | Add +446.0% | 546 | $45K |
| Union Savings Bank | 0.02% | Reduce -46.6% | 544 | $45K |
| Berkshire Money Management, Inc. | 0.00% | New | 520 | $43K |
| Garrison Bradford & Associates Inc. | 0.05% | No change | 500 | $41K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $41K |
| McIlrath & Eck, LLC | 0.00% | No change | 491 | $41K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 468 | $39K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 450 | $37K |
| Colonial Trust Advisors | 0.00% | No change | 450 | $37K |
| Van Eck Associates Corp. | 0.00% | Add +12.6% | 446 | $37K |
| Roxbury Financial LLC | 0.04% | Add +13.8% | 446 | $37K |
| Future Financial Wealth Managment LLC | 0.02% | Reduce -74.8% | 438 | $36K |
| Sound Income Strategies, LLC | 0.00% | Reduce -10.2% | 413 | $34K |
| Y.D. More Investments Ltd | 0.00% | No change | 400 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +45.5% | 400 | $33K |
| Valley National Advisers Inc. | 0.01% | No change | 400 | $33K |
| JNBA Financial Advisors | 0.00% | Reduce -3.2% | 395 | $33K |
| Millstone Evans Group, LLC | 0.02% | No change | 394 | $33K |
| CENTRAL TRUST Co | 0.00% | Reduce -14.8% | 374 | $31K |
| Howe & Rusling Inc. | 0.00% | Add +36100.0% | 362 | $30K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 362 | $30K |
| Delos Wealth Advisors, LLC | 0.02% | New | 356 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 355 | $29K |
| AlphaCore Capital LLC | 0.00% | Reduce -65.6% | 332 | $27K |
| West Branch Capital LLC | 0.01% | Add +0.9% | 328 | $27K |
| Hantz Financial Services, Inc. | 0.00% | New | 304 | $25K |
| Accredited Wealth Management, LLC | 0.02% | No change | 300 | $25K |
| NewSquare Capital LLC | 0.00% | No change | 298 | $25K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 285 | $24K |
| Garde Capital, Inc. | 0.00% | No change | 276 | $23K |
| Colonial Trust Co / SC | 0.00% | Reduce -78.5% | 274 | $23K |
| Beacon Capital Management, LLC | 0.00% | Add +2.3% | 262 | $22K |
| Briaud Financial Planning Inc | 0.01% | Add +500.0% | 252 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 226 | $19K |
| Ameriflex Group, Inc. | 0.01% | New | 219 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 218 | $18K |
| Cranbrook Wealth Management, LLC | 0.00% | Reduce -44.6% | 212 | $18K |
| Gables Capital Management Inc. | 0.01% | New | 204 | $17K |
| Granite FO LLC | 0.01% | No change | 200 | $17K |
| Delta Asset Management LLC | 0.00% | New | 190 | $16K |
| Bogart Wealth, LLC | 0.00% | No change | 175 | $15K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 172 | $14K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 170 | $14K |
| Trust Co. of Toledo NA | 0.00% | New | 170 | $14K |
| HM Payson & Co. | 0.00% | New | 166 | $14K |
| Pacifica Partners Inc. | 0.01% | Add +150.8% | 163 | $13K |
| Addison Advisors LLC | 0.00% | No change | 160 | $13K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 159 | $13K |
| Exchange Traded Concepts, LLC | 0.00% | New | 153 | $13K |
| Blume Capital Management, Inc. | 0.00% | New | 142 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2660.0% | 138 | $11K |
| Avion Wealth | 0.00% | Add +206.8% | 135 | $11K |
| Independence Bank of Kentucky | 0.00% | No change | 127 | $11K |
| Key Financial Inc | 0.00% | Add +37.8% | 124 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 123 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 119 | $10K |
| IMG Wealth Management, Inc. | 0.01% | Add +1.0% | 105 | $9K |
| Bellwether Advisors, LLC | 0.00% | No change | 97 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 95 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 92 | $8K |
| City State Bank | 0.00% | Reduce -18.9% | 86 | $7K |
| First United Bank & Trust | 0.00% | No change | 85 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 88 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 84 | $7K |
| Horizon Financial Services, LLC | 0.00% | No change | 75 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 72 | $6K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 66 | $5K |
| Sawyer & Company, Inc | 0.00% | New | 65 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 64 | $5K |
| Rakuten Securities, Inc. | 0.00% | Reduce -9.9% | 64 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -7.5% | 62 | $5K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 68 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 51 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | Add +2.1% | 48 | $4K |
| Pflug Koory, LLC | 0.00% | Reduce -50.5% | 45 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 36 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 30 | $2K |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 28 | $2K |
| Hara Capital LLC | 0.00% | No change | 20 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 18 | $1K |
| Richardson Financial Services Inc. | 0.00% | Reduce -34.6% | 17 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 15 | $1K |
| Tucker Asset Management LLC | 0.00% | Reduce -94.7% | 14 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 11 | $911 |
| Medallion Wealth Advisors, LLC | 0.00% | Add +10.0% | 11 | $908 |
| Catherine Avery Investment Management LLC | 0.00% | No change | 8 | $663 |
| Financial Gravity Companies, Inc. | 0.00% | — | 7 | $580 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $414 |
| Integrity Financial Corp | 0.00% | No change | 5 | $414 |
| Frazier Financial Advisors, LLC | 0.00% | New | 4 | $333 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $88 |
"% 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.