iShares 1-3 Year Treasury BoSHYETF
13F holders, Q4 2025 (December 31)1,206holders +50
76new positions
67sold out
4famous investors
$82.08avg. 13F price*
At the end of Q4 2025, 1,206 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, up 50 from Q3 2025. 76 opened new positions and 67 sold out. The largest holders were Morgan Stanley ($2.2B), Captrust Financial Advisors ($1.5B) and BlackRock, Inc. ($1.1B). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $286.0M |
| Exits | 67 | $110.3M |
All 13F filers, Q3 2025 → Q4 2025: 14,549,407 shares bought and 28,993,452 shares sold, net −14,444,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,206 holders
| Morgan Stanley | 0.13% | Reduce -20.9% | 26,646,281 | $2.2B |
| Captrust Financial Advisors | 2.83% | Add +5.5% | 17,964,759 | $1.5B |
| BlackRock, Inc. | 0.02% | Reduce -31.6% | 13,613,516 | $1.1B |
| Bank of America Corp. | 0.07% | Add +3.9% | 12,197,642 | $1.0B |
| JPMorgan Chase & Co. | 0.06% | Add +4.6% | 10,609,701 | $878.7M |
| LPL Financial LLC | 0.14% | Reduce -4.8% | 6,297,662 | $521.6M |
| Bank of New York Mellon Corp | 0.08% | Reduce -17.2% | 5,548,263 | $459.5M |
| Wells Fargo & Company | 0.08% | Add +0.9% | 5,213,941 | $431.8M |
| UBS Group AG | 0.08% | Add +0.5% | 4,920,809 | $407.5M |
| Ameriprise Financial Inc. | 0.09% | Add +2.4% | 4,796,049 | $397.2M |
| Raymond James Financial Inc. | 0.11% | Reduce -1.0% | 4,256,062 | $352.5M |
| Royal Bank of Canada | 0.05% | Reduce -4.9% | 3,566,920 | $295.4M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -11.8% | 3,493,086 | $289.3M |
| Bank of Montreal | 0.11% | Reduce -2.9% | 3,348,065 | $277.3M |
| Pinebridge Investments Asia Ltd. | 78.19% | — | 3,267,000 | $270.6M |
| Cerity Partners LLC | 0.32% | Add +1.5% | 2,657,363 | $220.1M |
| Truist Financial Corp. | 0.25% | Reduce -13.2% | 2,298,612 | $190.4M |
| Manufacturers Life Insurance Company, The | 0.15% | Add +534.2% | 2,240,712 | $185.6M |
| Assetmark, Inc. | 0.37% | Add +8.3% | 2,173,227 | $180.0M |
| PNC Financial Services Group, Inc. | 0.09% | Add +45.3% | 2,056,211 | $170.3M |
| Barclays PLC | 0.07% | Add +30.5% | 1,965,902 | $162.8M |
| Mizuho Markets Americas LLC | 3.04% | Reduce -65.8% | 1,708,955 | $141.5M |
| Steward Partners Investment Advisory, LLC | 0.67% | Reduce -17.0% | 1,472,724 | $122.0M |
| Mizuho Markets Cayman LP | 6.15% | New | 1,472,100 | $121.9M |
| Stifel Financial Corp. | 0.10% | Add +10.6% | 1,381,421 | $114.4M |
| Citigroup Inc. | 0.08% | Add +4.4% | 1,370,841 | $113.5M |
| Focus Partners Wealth | 0.12% | Add +4.2% | 1,319,536 | $109.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +18.8% | 1,290,103 | $106.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.8% | 1,230,044 | $101.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +43.1% | 1,122,328 | $93.0M |
| Smithfield Trust Co | 4.07% | Add +0.4% | 1,111,801 | $92.1M |
| TFC Financial Management, Inc. | 9.69% | Add +3.9% | 932,479 | $77.2M |
| FMR LLC | 0.00% | Reduce -35.2% | 909,419 | $75.3M |
| TD Private Client Wealth LLC | 1.60% | Reduce -2.3% | 908,470 | $75.2M |
| Bleakley Financial Group, LLC | 1.28% | Add +21.1% | 892,689 | $73.9M |
| HighTower Advisors, LLC | 0.08% | Reduce -3.4% | 876,992 | $72.6M |
| Lido Advisors, LLC | 0.29% | Add +1.4% | 870,803 | $72.2M |
| CWA Asset Management Group, LLC | 2.56% | Add +7.4% | 858,478 | $71.1M |
| Osaic Holdings, Inc. | 0.10% | Reduce -12.5% | 826,010 | $68.4M |
| US Bancorp \de | 0.08% | Reduce -5.4% | 779,757 | $64.6M |
| MML Investors Services, LLC | 0.15% | Reduce -15.3% | 757,351 | $62.7M |
| AIA Group Ltd | 0.93% | Reduce -57.7% | 751,077 | $62.2M |
| Wealthfront Advisers LLC | 0.14% | Reduce -7.3% | 747,145 | $61.9M |
| Beacon Investment Advisory Services, Inc. | 2.52% | Add +6.8% | 744,803 | $61.7M |
| GM Advisory Group, LLC | 2.41% | Reduce -10.4% | 741,748 | $61.4M |
| Evergreen Capital Management LLC | 1.36% | Reduce -0.8% | 736,394 | $61.0M |
| Atwood & Palmer Inc. | 3.27% | Add +4.5% | 694,971 | $57.6M |
| Amundi | 0.02% | No change | 670,200 | $55.5M |
| Quent Capital, LLC | 3.85% | Add +14.6% | 644,941 | $53.4M |
| Jane Street Group, LLC | 0.06% | New | 635,775 | $52.7M |
| Pinnacle Financial Partners, Inc. | 0.39% | — | 618,978 | $51.3M |
| Scopus Asset Management, L.P. | 1.40% | No change | 605,726 | $50.2M |
| Proficio Capital Partners LLC | 3.50% | Reduce -42.2% | 601,836 | $49.8M |
| Guggenheim Capital LLC | 0.36% | Reduce -3.0% | 599,549 | $49.7M |
| Cetera Investment Advisers | 0.05% | Add +9.9% | 577,624 | $47.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +38.1% | 567,526 | $47.0M |
| Fisher Asset Management | 0.02% | Add +13.1% | 566,873 | $46.9M |
| Silicon Valley Capital Partners | 4.01% | Add +4.9% | 532,285 | $44.1M |
| America First Investment Advisors, LLC | 7.62% | Add +7.6% | 505,362 | $41.9M |
| Transmarket Holdings LP | 29.63% | — | 489,824 | $40.6M |
| Stephens Inc. | 0.50% | Reduce -5.4% | 485,202 | $40.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +101.8% | 448,843 | $37.2M |
| Modern Wealth Management, LLC | 0.66% | Add +3.9% | 433,974 | $35.9M |
| Curi Capital, LLC | 0.62% | Reduce -5.8% | 430,405 | $35.6M |
| Alliancebernstein L.P. | 0.01% | Add +3.3% | 403,828 | $33.4M |
| SouthState Bank Corp | 1.49% | Reduce -4.7% | 402,186 | $33.3M |
| CX Institutional | 0.99% | Add +0.7% | 402,166 | $33.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +68.9% | 402,004 | $33.3M |
| Dakota Wealth Management | 0.58% | Add +18.8% | 395,814 | $32.8M |
| Edge Wealth Management LLC | 5.60% | Add +6.3% | 382,973 | $31.7M |
| Eagle Global Advisors LLC | 1.16% | Add +770.3% | 377,735 | $31.3M |
| M&T Bank Corp | 0.10% | Reduce -47.4% | 371,484 | $30.8M |
| Zacks Investment Management | 0.24% | Reduce -2.3% | 364,403 | $30.2M |
| Keybank National Association | 0.11% | Add +4.3% | 363,069 | $30.1M |
| Comerica Bank | 0.12% | Reduce -12.5% | 362,866 | $30.1M |
| Private Advisor Group, LLC | 0.14% | Reduce -0.3% | 361,499 | $29.9M |
| Corient Private Wealth LP | 0.04% | Add +5.4% | 358,796 | $29.7M |
| Nuveen, LLC | 0.01% | New | 355,552 | $29.0M |
| Allianz SE | 0.37% | Add +2.2% | 349,915 | $29.0M |
| Fiduciary Group, LLC | 2.41% | Reduce -1.1% | 346,327 | $28.7M |
| Victory Capital Management Inc. | 0.02% | Reduce -34.4% | 339,552 | $28.1M |
| Advisory Services Network, LLC | 0.40% | Add +7.5% | 338,573 | $28.0M |
| Mader & Shannon Wealth Management, Inc. | 13.65% | No change | 335,645 | $27.8M |
| Element Pointe Advisors, LLC | 5.38% | Reduce -3.4% | 335,766 | $27.8M |
| Jaffetilchin Investment Partners, LLC | 1.62% | Add +2.0% | 335,126 | $27.8M |
| Santa Clara Valley Transportation Authority | 22.94% | No change | 329,537 | $27.3M |
| Farther Finance Advisors, LLC | 0.28% | Add +33.9% | 318,955 | $26.4M |
| Mariner, LLC | 0.03% | Add +1.4% | 313,906 | $26.0M |
| O'shaughnessy Asset Management, LLC | 0.14% | Add +11.5% | 305,370 | $25.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -14.5% | 304,456 | $25.2M |
| Scotia Capital Inc. | 0.10% | Add +16.7% | 297,527 | $24.6M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -3.0% | 297,238 | $24.6M |
| Sigma Planning Corp | 0.67% | Add +8.5% | 294,513 | $24.4M |
| Fifth Third Bancorp | 0.08% | Reduce -7.9% | 291,499 | $24.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -16.6% | 288,041 | $23.9M |
| Birchcreek Wealth Management, LLC | 11.57% | Add +17.9% | 284,443 | $23.6M |
| Procyon Advisors, LLC | 1.12% | Reduce -2.4% | 273,210 | $22.6M |
| Baird Financial Group, Inc. | 0.04% | Reduce -1.7% | 272,608 | $22.6M |
| Nixon Peabody Trust Co. | 1.71% | Add +9.2% | 272,020 | $22.5M |
| Dynamic Advisor Solutions LLC | 0.70% | Add +2.1% | 262,259 | $21.7M |
| Concurrent Investment Advisors, LLC | 0.25% | Add +27.9% | 259,905 | $21.5M |
| Ashton Thomas Private Wealth, LLC | 0.52% | Add +8.5% | 259,184 | $21.5M |
| United Capital Financial Advisors, LLC | 0.13% | Add +0.6% | 255,709 | $21.2M |
| Clarity Financial LLC | 1.93% | Reduce -52.6% | 251,489 | $20.8M |
| Anchor Capital Advisors LLC | 0.60% | Reduce -2.1% | 251,317 | $20.8M |
| Klaas Financial Asset Advisors, LLC | 2.99% | Add +2.7% | 249,137 | $20.6M |
| NorthCoast Asset Management LLC | 0.45% | Reduce -46.5% | 246,663 | $20.4M |
| Peapack Gladstone Financial Corp. | 0.25% | Reduce -3.5% | 235,790 | $19.5M |
| Lake Hills Wealth Management, LLC | 9.90% | Reduce -55.8% | 229,112 | $19.0M |
| Bartlett & Co. Wealth Management LLC | 0.25% | Reduce -17.3% | 227,158 | $18.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +3.8% | 220,882 | $18.3M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +25.9% | 216,275 | $17.9M |
| Ballast, Inc. | 4.16% | Add +4.5% | 214,361 | $17.8M |
| Insight 2811, Inc. | 7.62% | Reduce -2.0% | 208,353 | $17.3M |
| HSBC Holdings PLC | 0.01% | Add +42.5% | 208,074 | $17.2M |
| Oppenheimer & Co. Inc. | 0.24% | Add +101.4% | 207,479 | $17.2M |
| Jones Financial Companies LLLP | 0.01% | Add +11.2% | 205,037 | $17.0M |
| Cabot Wealth Management Inc. | 1.86% | Add +13.6% | 202,646 | $16.8M |
| Acorns Advisers, LLC | 0.12% | Add +4.7% | 200,932 | $16.6M |
| Aptus Capital Advisors, LLC | 0.14% | Add +84.5% | 198,690 | $16.5M |
| MBL Wealth, LLC | 1.29% | Add +3.2% | 193,916 | $16.1M |
| MAI Capital Management | 0.09% | Add +59.6% | 193,401 | $16.0M |
| DT Investment Partners, LLC | 1.31% | Add +20.8% | 191,116 | $15.8M |
| Wealthspire Retirement, LLC | 0.95% | Add +14.3% | 188,743 | $15.6M |
| Meeder Asset Management Inc. | 0.82% | New | 184,739 | $15.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -19.0% | 184,462 | $15.3M |
| Global Trust Asset Management, LLC | 6.03% | Add +12184.8% | 184,272 | $15.3M |
| Ascent Group, LLC | 0.52% | Reduce -1.1% | 183,076 | $15.2M |
| Montag A & Associates Inc. | 0.68% | Add +6.2% | 180,155 | $14.9M |
| Mesirow Financial Investment Management, Inc. | 0.30% | Reduce -33.7% | 178,111 | $14.8M |
| Strategic Investment Advisors / MI | 1.27% | Add +38.1% | 176,646 | $14.6M |
| Hughes Financial Services, LLC | 2.28% | Add +11.5% | 175,478 | $14.5M |
| Cambient Family Office, LLC | 2.00% | — | 169,060 | $14.0M |
| StrongBox Wealth, LLC | 4.48% | Add +2.9% | 164,457 | $13.6M |
| Traphagen Investment Advisors LLC | 1.12% | Add +1.8% | 163,997 | $13.6M |
| Cascade Financial Partners, LLC | 1.33% | Add +56.0% | 157,949 | $13.1M |
| Tower Research Capital LLC (TRC) | 0.31% | Reduce -72.1% | 156,809 | $13.0M |
| Camden National Bank | 1.78% | Add +6.5% | 156,379 | $13.0M |
| Creative Planning | 0.01% | Add +2.1% | 155,847 | $12.9M |
| Leuthold Group, LLC | 1.39% | Reduce -3.4% | 154,959 | $12.8M |
| 1832 Asset Management L.P. | 0.02% | Add +21.0% | 153,827 | $12.7M |
| Salomon & Ludwin, LLC | 1.12% | Add +8.9% | 152,526 | $12.6M |
| Ifrah Financial Services, Inc. | 3.24% | Add +1.2% | 152,153 | $12.6M |
| AdvisorNet Financial, Inc | 0.66% | Reduce -10.2% | 150,381 | $12.5M |
| NewEdge Advisors, LLC | 0.04% | Add +11.7% | 149,380 | $12.4M |
| Portfolio Design Labs, LLC | 2.02% | Add +0.8% | 147,568 | $12.2M |
| Ted Buchan & Co | 4.47% | Add +3.8% | 147,087 | $12.2M |
| Foundations Investment Advisors, LLC | 0.16% | Reduce -8.1% | 145,789 | $12.1M |
| Integrated Wealth Concepts LLC | 0.14% | Reduce -12.5% | 145,078 | $12.0M |
| Capital Investment Services of America, Inc. | 1.13% | Add +0.9% | 145,050 | $12.0M |
| Argent Advisors, Inc. | 3.34% | Add +3.7% | 144,629 | $12.0M |
| Criteria Caixa, S.A.U. | 4.08% | No change | 2,000,000 | $11.8M |
| Parkway Wealth Management Group, LLC | 1.53% | — | 138,031 | $11.4M |
| Innova Wealth Partners | 5.67% | Reduce -25.0% | 135,603 | $11.2M |
| Tompkins Financial Corp. | 0.87% | Add +7.1% | 135,187 | $11.2M |
| Net Worth Advisory Group | 2.23% | Add +8.4% | 133,411 | $11.0M |
| First American Trust, FSB | 0.76% | Add +3.2% | 132,633 | $11.0M |
| D.A. Davidson & Co. | 0.07% | Add +43.7% | 131,891 | $10.9M |
| Balefire, LLC | 2.12% | Reduce -0.3% | 131,645 | $10.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -0.0% | 130,705 | $10.8M |
| Barry Investment Advisors, LLC | 2.40% | Add +347.6% | 130,042 | $10.8M |
| Citadel Advisors | 0.01% | Reduce -45.3% | 126,168 | $10.4M |
| James Investment Research, Inc. | 1.14% | Add +4.6% | 126,011 | $10.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.18% | Add +7.2% | 124,144 | $10.3M |
| Cwm, LLC | 0.03% | Reduce -6.9% | 122,202 | $10.1M |
| Flputnam Investment Management Co. | 0.15% | Reduce -15.9% | 121,887 | $10.1M |
| Susquehanna International Group, LLP | 0.01% | Add +34.6% | 121,528 | $10.1M |
| Everstar Asset Management, LLC | 5.29% | Add +12.9% | 119,048 | $9.9M |
| Bearing Point Capital, LLC | 1.54% | Reduce -31.6% | 118,615 | $9.8M |
| Heck Capital Advisors, LLC | 0.73% | Reduce -14.9% | 118,182 | $9.8M |
| BNP Paribas Financial Markets | 0.01% | Add +83.0% | 117,928 | $9.8M |
| Morris Financial Concepts, Inc. | 3.41% | Add +2.8% | 117,567 | $9.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +6.0% | 116,794 | $9.7M |
| World Investment Advisors | 0.16% | Add +3.3% | 116,434 | $9.6M |
| Premier Path Wealth Partners, LLC | 1.24% | Reduce -5.7% | 115,563 | $9.6M |
| JFS Wealth Advisors, LLC | 0.53% | Add +2.6% | 113,519 | $9.4M |
| MBA Advisors LLC | 3.75% | Add +6.8% | 112,345 | $9.3M |
| Tiaa Trust, National Association | 0.02% | Add +10.8% | 112,010 | $9.3M |
| NerdWallet Wealth Partners, LLC | 4.14% | Add +1.1% | 111,643 | $9.2M |
| Brookstone Capital Management | 0.11% | Reduce -4.2% | 111,482 | $9.2M |
| IFP Advisors, Inc | 0.21% | Add +56.6% | 110,827 | $9.2M |
| Members Trust Co | 0.30% | Reduce -17.7% | 110,255 | $9.1M |
| Angeles Wealth Management, LLC | 0.50% | Add +60.4% | 109,626 | $9.1M |
| Pointe Capital Management LLC | 4.49% | Add +23.0% | 109,248 | $9.0M |
| Kingsview Wealth Management, LLC | 0.13% | Add +7.1% | 108,028 | $8.9M |
| Pure Financial Advisors, LLC | 0.13% | Add +3.7% | 108,000 | $8.9M |
| Graybill Wealth Management, LTD. | 2.63% | Add +0.6% | 107,446 | $8.9M |
| Spectrum Strategic Capital Management, LLC | 4.72% | New | 107,339 | $8.9M |
| Invariant Investment Management | 5.69% | — | 107,290 | $8.9M |
| Symmetry Partners, LLC | 0.53% | Add +0.6% | 107,257 | $8.9M |
| LWM Advisors Inc. | 7.77% | Add +1.3% | 106,668 | $8.8M |
| Partners Capital Investment Group, LLP | 0.33% | Add +16.0% | 106,376 | $8.8M |
| Buttonwood Financial Advisors Inc. | 2.90% | Add +13.2% | 105,123 | $8.7M |
| Broyhill Asset Management, LLC | 7.49% | Add +26.5% | 102,717 | $8.5M |
| Dogwood Wealth Management LLC | 3.73% | Add +12.3% | 102,306 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -18.7% | 101,737 | $8.4M |
| Beacon Wealthcare LLC | 2.88% | Add +5.1% | 101,196 | $8.4M |
| DRW Securities, LLC | 0.63% | Reduce -36.5% | 100,239 | $8.3M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -4.3% | 99,557 | $8.2M |
| Betterment LLC | 0.02% | Add +19.1% | 99,270 | $8.2M |
| Eley Financial Management, Inc | 2.91% | Add +2.4% | 97,708 | $8.1M |
| Alamar Capital Management, LLC | 4.43% | Add +8.6% | 96,922 | $8.0M |
| Focus Financial Network, Inc. | 0.28% | Reduce -0.4% | 96,680 | $8.0M |
| Two Sigma Securities, LLC | 1.10% | Add +679.1% | 96,237 | $8.0M |
| UMB Bank, n.a. | 0.10% | Add +70.4% | 94,880 | $7.9M |
| Spire Wealth Management | 0.26% | Add +177.5% | 94,846 | $7.9M |
| Ancora Advisors LLC | 0.16% | Reduce -4.4% | 93,840 | $7.8M |
| Silver Oak Securities, Incorporated | 0.52% | Reduce -40.1% | 93,379 | $7.7M |
| KFA Private Wealth Group, LLC | 1.86% | Add +43.6% | 92,196 | $7.6M |
| Global Retirement Partners, LLC | 0.14% | Add +33.0% | 92,026 | $7.6M |
| NBT Bank, N.A. | 0.49% | Reduce -1.8% | 91,396 | $7.6M |
| Durante & Waters, LLC | 5.28% | Add +4.3% | 91,333 | $7.6M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +53.9% | 90,974 | $7.5M |
| Mutual Advisors, LLC | 0.16% | Add +4.3% | 90,296 | $7.5M |
| Park Avenue Securities LLC | 0.06% | Add +4.7% | 88,750 | $7.3M |
| BayBridge Capital Group, LLC | 4.55% | Add +3.3% | 88,665 | $7.3M |
| National Philanthropic Trust | 0.07% | Add +2.6% | 88,560 | $7.3M |
| Independence Financial Advisors, LLC | 2.01% | Add +3.4% | 88,449 | $7.3M |
| &partners | 0.04% | Add +25.2% | 88,334 | $7.3M |
| Patten & Patten Inc. | 0.43% | Add +53.6% | 87,438 | $7.2M |
| Values First Advisors, Inc. | 3.75% | Add +6.0% | 87,362 | $7.2M |
| Beacon Financial Group | 0.72% | Reduce -9.9% | 87,241 | $7.2M |
| Clearstead Advisors, LLC | 0.09% | Add +1.4% | 87,022 | $7.2M |
| DAVENPORT & Co LLC | 0.04% | Reduce -6.9% | 85,614 | $7.1M |
| Patriot Investment Management Group, Inc. | 0.45% | Reduce -3.5% | 85,027 | $7.0M |
| Equitable Holdings, Inc. | 0.05% | Reduce -42.9% | 83,747 | $6.9M |
| Napier Financial, LLC | 1.73% | — | 83,643 | $6.9M |
| Crossmark Global Holdings, Inc. | 0.10% | Add +29.1% | 82,625 | $6.8M |
| SevenBridge Financial Group, LLC | 1.10% | Add +4.2% | 82,230 | $6.8M |
| Midwest Heritage Bank, FSB | 2.34% | Add +4.8% | 81,947 | $6.8M |
| Independent Solutions Wealth Management, LLC | 1.23% | Reduce -4.7% | 80,827 | $6.7M |
| Bulltick Wealth Management, LLC | 1.42% | Add +43.0% | 80,485 | $6.7M |
| Syntax Research, Inc. | 4.04% | Reduce -6.9% | 79,015 | $6.5M |
| Boltwood Capital Management | 1.70% | Add +3.0% | 79,010 | $6.5M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -14.6% | 78,896 | $6.5M |
| Sugar Maple Asset Management, LLC | 4.36% | Add +8.5% | 78,326 | $6.5M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +5.0% | 78,084 | $6.5M |
| GTS Securities LLC | 0.22% | New | 77,991 | $6.5M |
| Kooman & Associates | 1.91% | Add +4.6% | 77,955 | $6.5M |
| Bouvel Investment Partners, LLC | 1.86% | Add +5.2% | 77,804 | $6.4M |
| Cerro Pacific Wealth Advisors LLC | 1.71% | Add +4.0% | 76,796 | $6.4M |
| Alterna Wealth Management, Inc. | 5.24% | Reduce -10.5% | 75,943 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -0.4% | 75,554 | $6.3M |
| Cerity Partners OCIO LLC | 0.35% | Reduce -14.6% | 75,505 | $6.3M |
| American Wealth Advisors, LLC | 6.12% | Reduce -3.5% | 75,218 | $6.2M |
| Little House Capital LLC | 1.56% | Reduce -3.9% | 74,946 | $6.2M |
| Bison Wealth, LLC | 0.68% | Reduce -7.0% | 73,617 | $6.1M |
| First Citizens Bank & Trust Co. | 0.13% | Add +8.4% | 72,738 | $6.0M |
| Strategic Blueprint, LLC | 0.35% | Add +6.1% | 72,418 | $6.0M |
| Brady Family Wealth, LLC | 1.84% | Add +10.7% | 71,897 | $6.0M |
| National Bank of Canada | 0.01% | Reduce -29.9% | 71,831 | $5.9M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -8.8% | 71,827 | $5.9M |
| Capasso Planning Partners LLC | 3.24% | Add +7.4% | 71,242 | $5.9M |
| Integrated Advisors Network LLC | 0.26% | Add +0.5% | 70,666 | $5.9M |
| Greenspring Advisors, LLC | 0.36% | Add +207.6% | 70,454 | $5.8M |
| Glenview Trust Co | 0.09% | Reduce -1.4% | 70,086 | $5.8M |
| Able Wealth Management LLC | 1.83% | Add +2100.6% | 69,825 | $5.8M |
| Waverly Advisors, LLC | 0.05% | Reduce -2.6% | 69,573 | $5.8M |
| Modus Advisors, LLC | 1.52% | Add +0.3% | 69,489 | $5.8M |
| Arvest Investments, Inc. | 0.81% | Add +0.2% | 69,394 | $5.7M |
| Koa Wealth Management, LLC | 3.93% | Add +3.6% | 69,049 | $5.7M |
| Thayer Partners, LLC / MA | 2.77% | — | 68,668 | $5.7M |
| Biltmore Family Office, LLC | 0.78% | Reduce -0.7% | 68,311 | $5.7M |
| Citizens Financial Group Inc. | 0.08% | Add +14.7% | 68,292 | $5.7M |
| Great Lakes Retirement, Inc. | 0.59% | Add +4.5% | 68,280 | $5.7M |
| Merit Financial Group, LLC | 0.05% | Reduce -3.9% | 67,862 | $5.6M |
| Leavell Investment Management, Inc. | 0.23% | Reduce -10.0% | 67,538 | $5.6M |
| Checchi Capital Advisers, LLC | 0.37% | Reduce -3.0% | 66,273 | $5.5M |
| Blair William & Co. | 0.01% | Add +8.5% | 66,246 | $5.5M |
| Gemmer Asset Management LLC | 0.42% | Reduce -2.9% | 65,511 | $5.4M |
| Fidelity D & D Bancorp Inc. | 2.28% | Add +24.4% | 63,831 | $5.3M |
| Sterling Manor Financial, LLC | 3.25% | Add +1.0% | 62,941 | $5.2M |
| Becker Capital Management Inc. | 0.15% | Add +16.6% | 62,710 | $5.2M |
| Elevate Capital Advisors, LLC | 3.42% | New | 62,390 | $5.2M |
| Stock Yards Bank & Trust Co. | 0.16% | Reduce -13.7% | 62,266 | $5.2M |
| Banco Santander, S.A. | 0.04% | Reduce -9.9% | 62,227 | $5.2M |
| Ausdal Financial Partners, Inc. | 0.24% | Reduce -3.3% | 62,222 | $5.2M |
| Efficient Advisors, LLC | 0.30% | Reduce -18.1% | 62,009 | $5.1M |
| One Day In July LLC | 0.42% | Add +11.4% | 61,841 | $5.1M |
| Van Hulzen Asset Management, LLC | 0.38% | Reduce -6.4% | 61,710 | $5.1M |
| Well Done, LLC | 0.76% | Add +11.9% | 61,693 | $5.1M |
| NorthCrest Asset Manangement, LLC | 0.11% | Reduce -1.2% | 61,430 | $5.1M |
| Snowden Capital Advisors LLC | 0.13% | Reduce -6.1% | 60,722 | $5.0M |
| Semitam Bonam LLC | 4.05% | Add +6.9% | 58,792 | $4.9M |
| Edgestream Partners, L.P. | 0.14% | Reduce -41.8% | 58,580 | $4.9M |
| First National Bank of Omaha | 0.14% | New | 57,832 | $4.8M |
| Arete Wealth Advisors, LLC | 0.33% | Add +488.5% | 57,373 | $4.8M |
| Private Client Services, LLC | 1.48% | Add +1930.8% | 57,126 | $4.7M |
| Aries Wealth Management | 1.04% | Add +36.4% | 56,970 | $4.7M |
| MFA Wealth Services | 3.16% | Add +3.7% | 56,423 | $4.7M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -30.7% | 56,182 | $4.7M |
| SigFig Wealth Management, LLC | 0.14% | Add +2.7% | 55,966 | $4.6M |
| Allianz Asset Management GmbH | 0.01% | Reduce -54.4% | 55,841 | $4.6M |
| Stonebridge Financial Group, LLC | 0.39% | Add +23.8% | 55,738 | $4.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.2% | 55,714 | $4.6M |
| MinichMacGregor Wealth Management, LLC | 0.83% | Add +3.2% | 55,458 | $4.6M |
| Beam Wealth Advisors, Inc. | 1.25% | Reduce -17.4% | 54,937 | $4.5M |
| Schroder Investment Management Group | 0.00% | No change | 54,821 | $4.5M |
| PCG Asset Management, LLC | 3.61% | Reduce -4.7% | 54,000 | $4.5M |
| Prepared Retirement Institute LLC | 2.26% | Reduce -2.5% | 54,214 | $4.5M |
| Money Concepts Capital Corp. | 0.25% | Add +5.8% | 53,321 | $4.4M |
| Aua Capital Management, LLC | 2.21% | Reduce -0.2% | 53,136 | $4.4M |
| Crescent Grove Advisors, LLC | 0.41% | Reduce -1.7% | 52,184 | $4.3M |
| Harbor Investment Advisory, LLC | 0.32% | Add +14.8% | 51,779 | $4.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.42% | Reduce -1.9% | 51,432 | $4.3M |
| WESCAP Management Group, Inc. | 0.84% | Add +8.5% | 50,190 | $4.2M |
| HCR Wealth Advisors | 0.41% | Reduce -8.5% | 49,697 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +68.5% | 49,603 | $4.1M |
| Shira Ridge Wealth Management | 1.65% | Add +18.2% | 49,571 | $4.1M |
| Cambiar Investors LLC | 0.18% | Add +101.6% | 49,242 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 48,601 | $4.0M |
| Range Advisory, LLC | 1.03% | — | 48,358 | $4.0M |
| Dock Street Asset Management Inc. | 0.36% | Reduce -58.0% | 47,426 | $3.9M |
| JGP Wealth Management, LLC | 0.41% | Add +23.4% | 47,039 | $3.9M |
| Martin Capital Partners, LLC | 1.45% | Reduce -1.7% | 46,613 | $3.9M |
| Parallel Advisors, LLC | 0.07% | Add +5.9% | 46,604 | $3.9M |
| Corecam Pte. Ltd. | 2.03% | New | 46,269 | $3.8M |
| Welch Group, LLC | 0.15% | Add +18.3% | 45,614 | $3.8M |
| Compound Planning, Inc. | 0.11% | Add +1.3% | 44,998 | $3.7M |
| Connecticut Wealth Management, LLC | 0.16% | New | 44,467 | $3.7M |
| IHT Wealth Management, LLC | 0.09% | Add +32.4% | 44,408 | $3.7M |
| Oxbow Advisors, LLC | 0.32% | Add +538.5% | 43,739 | $3.6M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -13.9% | 43,506 | $3.6M |
| Independent Wealth Advisors LLC | 3.74% | — | 43,225 | $3.6M |
| MMBG Investment Advisors Co. | 0.30% | Add +35.8% | 43,184 | $3.6M |
| Topel & Distasi Wealth Management, LLC | 1.75% | Add +2.5% | 43,166 | $3.6M |
| Northern Trust Corp. | 0.00% | Reduce -9.6% | 42,645 | $3.5M |
| Perennial Advisors, LLC | 0.59% | Add +12.3% | 42,466 | $3.5M |
| Arkadios Wealth Advisors | 0.07% | Reduce -1.7% | 42,369 | $3.5M |
| Aspiriant, LLC | 0.10% | Add +373.7% | 42,153 | $3.5M |
| Winch Advisory Services, LLC | 0.76% | Reduce -0.1% | 41,611 | $3.4M |
| Trek Financial, LLC | 0.20% | Reduce -2.4% | 41,597 | $3.4M |
| Gallagher Fiduciary Advisors, LLC | 0.11% | Add +57.8% | 40,948 | $3.4M |
| Bfsg, LLC | 0.33% | Add +3.4% | 40,929 | $3.4M |
| Fifth Third Securities, Inc. | 0.22% | Add +79.5% | 40,864 | $3.4M |
| Peoples Bank | 2.10% | Reduce -3.7% | 40,829 | $3.4M |
| Allworth Financial LP | 0.01% | Reduce -14.2% | 40,684 | $3.4M |
| Independent Financial Group, LLC | 0.07% | Reduce -24.9% | 40,328 | $3.3M |
| Global Endowment Management, LP | 0.41% | No change | 40,000 | $3.3M |
| All Terrain Financial Advisors, LLC | 1.01% | Add +1.7% | 39,847 | $3.3M |
| Larson Financial Group LLC | 0.11% | Reduce -18.4% | 39,685 | $3.3M |
| Apella Capital, LLC | 0.06% | Reduce -19.4% | 39,664 | $3.3M |
| Performance Wealth Partners, LLC | 0.09% | Reduce -0.0% | 39,502 | $3.3M |
| Investment House LLC | 0.16% | Reduce -8.4% | 39,454 | $3.3M |
| Principal Securities, Inc. | 0.05% | Reduce -1.7% | 39,361 | $3.3M |
| Flagship Private Wealth, LLC | 1.28% | Add +0.9% | 39,260 | $3.3M |
| DSG Capital Advisors, LLC | 0.49% | Reduce -43.6% | 39,070 | $3.2M |
| Strata Wealth Advisors, LLC | 0.90% | Reduce -2.6% | 39,009 | $3.2M |
| Wescott Financial Advisory Group, LLC | 0.28% | Add +8.6% | 38,797 | $3.2M |
| Rothschild Wealth LLC | 0.31% | Reduce -5.6% | 38,600 | $3.2M |
| Park Edge Advisors, LLC | 0.72% | Reduce -59.8% | 38,534 | $3.2M |
| Keel Point, LLC | 0.19% | Add +0.4% | 38,398 | $3.2M |
| Financial Management Network Inc. | 0.50% | Reduce -1.8% | 38,295 | $3.2M |
| Nwam LLC | 0.18% | Reduce -0.3% | 38,017 | $3.1M |
| Commerce Bank | 0.02% | Add +16.3% | 37,927 | $3.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -55.8% | 37,508 | $3.1M |
| Investment Advisory Group, LLC | 0.80% | Add +4.5% | 37,497 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -84.6% | 37,025 | $3.1M |
| Hudock, Inc. | 0.45% | Add +24.5% | 36,547 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -1.4% | 36,475 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -57.2% | 36,452 | $3.0M |
| Samalin Investment Counsel, LLC | 1.07% | Add +3.7% | 36,393 | $3.0M |
| Essential Planning, LLC. | 0.95% | Reduce -10.2% | 36,132 | $3.0M |
| Level Four Advisory Services, LLC | 0.10% | Add +2.0% | 36,128 | $3.0M |
| Private Advisory Group LLC | 0.24% | Add +7.3% | 36,102 | $3.0M |
| Ritholtz Wealth Management | 0.05% | Reduce -64.1% | 36,070 | $3.0M |
| Rothschild Investment LLC | 0.16% | Add +4.8% | 35,584 | $2.9M |
| Wealthedge Investment Advisors, LLC | 1.09% | Add +1.0% | 35,570 | $2.9M |
| Peak Asset Management, LLC | 0.50% | Reduce -0.9% | 35,511 | $2.9M |
| American Investment Services, Inc. | 0.68% | Reduce -1.9% | 35,216 | $2.9M |
| SpringVest Wealth Management LLC | 2.02% | Add +87.2% | 34,939 | $2.9M |
| Pure Portfolios Holdings LLC | 0.87% | Add +1.2% | 34,725 | $2.9M |
| Quadrant Capital Group LLC | 0.09% | Reduce -9.6% | 34,663 | $2.9M |
| CPR Investments Inc. | 1.93% | Reduce -28.6% | 34,654 | $2.9M |
| Blue Fin Capital, Inc. | 0.44% | Add +6.2% | 34,585 | $2.9M |
| Argyle Capital Partners, LLC | 2.07% | Add +4.9% | 34,190 | $2.8M |
| Cary Street Partners Financial LLC | 0.07% | Add +2.3% | 34,011 | $2.8M |
| RFG Advisory, LLC | 0.05% | Add +2.3% | 33,673 | $2.8M |
| Westside Investment Management, Inc. | 0.44% | Reduce -0.1% | 33,275 | $2.8M |
| 1015 Capital Partners, LLC | 2.70% | — | 33,252 | $2.8M |
| Wick Capital Partners, LLC | 0.49% | Add +2.8% | 32,845 | $2.7M |
| Single Point Partners, LLC | 0.54% | Reduce -1.9% | 32,714 | $2.7M |
| AE Wealth Management LLC | 0.02% | Reduce -2.5% | 32,486 | $2.7M |
| Birch Financial Group, LLC | 1.52% | Add +4.1% | 32,160 | $2.7M |
| EPG Wealth Management LLC | 0.71% | Add +4.2% | 31,980 | $2.6M |
| Chesley Taft & Associates LLC | 0.10% | Add +1.9% | 31,960 | $2.6M |
| Composition Wealth, LLC | 0.04% | Add +24.2% | 31,932 | $2.6M |
| Private Management Group Inc. | 0.08% | Reduce -15.1% | 31,885 | $2.6M |
| Noble Family Wealth, LLC | 0.55% | Add +10.5% | 31,745 | $2.6M |
| Vernal Point Advisors, LLC | 1.08% | No change | 31,705 | $2.6M |
| Carr Financial Group Corp | 0.70% | Add +6.5% | 31,666 | $2.6M |
| Black Swift Group, LLC | 0.44% | Reduce -16.8% | 29,900 | $2.6M |
| Tru Independence Asset Management 2, LLC | 1.61% | Reduce -5.3% | 31,105 | $2.6M |
| Jump Financial, LLC | 0.03% | Add +85.7% | 30,879 | $2.6M |
| Archford Capital Strategies, LLC | 0.30% | Add +1.1% | 30,862 | $2.6M |
| Counterweight Ventures, LLC | 1.43% | Add +11.0% | 30,782 | $2.5M |
| COFG Advisors, LLC | 0.63% | — | 30,618 | $2.5M |
| Ameritas Advisory Services, LLC | 0.09% | Add +19.1% | 30,593 | $2.5M |
| Wedbush Securities Inc. | 0.07% | Add +4.7% | 30,501 | $2.5M |
| Sequent Planning LLC | 0.64% | Add +7.9% | 30,321 | $2.5M |
| Tillman Hartley LLC | 0.63% | Reduce -0.9% | 30,208 | $2.5M |
| Cibc World Market Inc. | 0.00% | Reduce -19.7% | 30,124 | $2.5M |
| Irenic Capital Management LP | 0.34% | No change | 30,000 | $2.5M |
| Sykon Capital LLC | 0.80% | Reduce -25.4% | 29,961 | $2.5M |
| Capital Analysts, LLC | 0.07% | Reduce -18.6% | 29,960 | $2.5M |
| IF Advisors, LLC | 2.01% | — | 29,855 | $2.5M |
| VestGen Advisors, LLC | 0.11% | Add +136.6% | 29,839 | $2.5M |
| Rooted Wealth Advisors, Inc. | 0.69% | Add +24.7% | 29,668 | $2.5M |
| Magnus Financial Group LLC | 0.19% | Reduce -30.8% | 29,621 | $2.5M |
| Community Bank, N.A. | 0.29% | Add +0.9% | 29,510 | $2.4M |
| Laurel Wealth Advisors LLC | 0.32% | Reduce -1.0% | 29,133 | $2.4M |
| Family Wealth Partners, LLC | 0.87% | Reduce -4.7% | 29,111 | $2.4M |
| Mattern Capital Management, LLC | 0.28% | Add +7.6% | 28,982 | $2.4M |
| SFG Wealth Management, LLC. | 0.94% | Add +3.6% | 28,961 | $2.4M |
| Integrity Alliance, Llc. | 0.09% | New | 28,951 | $2.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.02% | Reduce -0.1% | 28,927 | $2.4M |
| Capital Advisory Group Advisory Services, LLC | 0.70% | Add +1.7% | 28,838 | $2.4M |
| RMR Wealth Builders | 0.19% | Add +1.3% | 28,806 | $2.4M |
| Lanark Financial, Inc. | 0.18% | Reduce -6.8% | 28,633 | $2.4M |
| Councilor Wealth, LLC | 1.12% | Reduce -12.7% | 28,598 | $2.4M |
| Traub Capital Management LLC | 2.28% | Add +1.4% | 28,570 | $2.4M |
| Entelevest, LLC | 2.44% | — | 28,449 | $2.4M |
| Liberty Atlantic Advisors LLC | 2.31% | — | 28,391 | $2.4M |
| New Insight Wealth Advisors | 0.84% | Reduce -19.2% | 28,227 | $2.3M |
| Smartleaf Asset Management LLC | 0.09% | Add +4.8% | 27,798 | $2.3M |
| PMG Wealth Management, Inc. | 1.68% | Add +0.7% | 27,722 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +14.3% | 30,276 | $2.3M |
| Latko Wealth Management, Ltd. | 1.12% | Add +15.8% | 27,518 | $2.3M |
| Headinvest, LLC | 0.45% | Reduce -13.8% | 27,389 | $2.3M |
| United Asset Strategies, Inc. | 0.17% | Reduce -3.1% | 27,174 | $2.3M |
| Timelo Investment Management Inc. | 2.38% | No change | 27,100 | $2.2M |
| Plan Group Financial, LLC | 0.58% | Add +8.3% | 27,068 | $2.2M |
| Stephen J. Garry & Associates, LLC | 1.76% | Reduce -3.5% | 26,728 | $2.2M |
| Journey Advisory Group, LLC | 0.19% | Add +26.8% | 26,625 | $2.2M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +44.4% | 26,624 | $2.2M |
| Rehmann Capital Advisory Group | 0.11% | Add +0.4% | 26,248 | $2.2M |
| HB Wealth Management, LLC | 0.01% | Add +96.6% | 26,115 | $2.2M |
| Wealthcare Capital Management LLC | 0.21% | Reduce -20.3% | 26,087 | $2.2M |
| Expressive Wealth LLC | 2.32% | — | 25,933 | $2.1M |
| SeaCrest Wealth Management, LLC | 0.22% | New | 25,830 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +2.4% | 25,534 | $2.1M |
| Pacific Financial Group Inc. | 1.17% | Add +21.0% | 25,421 | $2.1M |
| Brookwood Investment Group LLC | 0.25% | Add +0.1% | 25,373 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +274.9% | 25,209 | $2.1M |
| Continuum Advisory, LLC | 0.21% | Add +3.4% | 25,064 | $2.1M |
| Laurel Oak Wealth Management, LLC | 0.35% | — | 25,012 | $2.1M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 25,000 | $2.1M |
| Old Mission Capital LLC | 0.08% | New | 24,988 | $2.1M |
| Patten Group, Inc. | 0.38% | Reduce -12.4% | 24,972 | $2.1M |
| Cahaba Wealth Management, Inc. | 0.14% | Add +3.8% | 24,962 | $2.1M |
| Penobscot Investment Management Company, Inc. | 0.16% | No change | 24,925 | $2.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -24.3% | 24,886 | $2.1M |
| Founders Grove Wealth Partners, LLC | 0.46% | Add +25.5% | 24,787 | $2.1M |
| PW Nova Financial Services LLC | 0.78% | — | 24,719 | $2.0M |
| GWN Securities Inc. | 0.41% | Add +14.9% | 24,720 | $2.0M |
| LFA - Lugano Financial Advisors SA | 1.05% | Add +0.7% | 24,548 | $2.0M |
| Bright Futures Wealth Management, LLC. | 1.52% | Reduce -13.5% | 24,534 | $2.0M |
| Mascoma Wealth Management LLC | 0.44% | Add +3.1% | 24,522 | $2.0M |
| McKinley Carter Wealth Services, Inc. | 0.11% | New | 24,494 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.1% | 24,434 | $2.0M |
| NTV Asset Management LLC | 0.21% | Add +3.2% | 24,245 | $2.0M |
| Ascentis Independent Advisors | 0.32% | Reduce -45.5% | 24,201 | $2.0M |
| Realta Investment Advisors | 0.66% | Add +1.8% | 24,111 | $2.0M |
| Mount Lucas Management LP | 0.88% | Reduce -27.4% | 24,034 | $2.0M |
| Integras Partners LLC | 1.60% | Add +5.7% | 23,852 | $2.0M |
| Haverford Trust Co | 0.02% | Reduce -1.2% | 23,694 | $2.0M |
| MV Capital Management, Inc. | 0.19% | Reduce -9.4% | 23,634 | $2.0M |
| First Horizon Corp. | 0.09% | Reduce -7.8% | 23,517 | $1.9M |
| Virtue Capital Management, LLC | 0.30% | Add +38.6% | 12,948 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +3.0% | 23,408 | $1.9M |
| StoneX Group Inc. | 0.08% | Add +5.8% | 23,393 | $1.9M |
| Cooper Financial Group | 0.21% | Add +66.6% | 23,389 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -49.0% | 23,377 | $1.9M |
| K.J. Harrison & Partners Inc | 0.26% | Add +0.5% | 23,309 | $1.9M |
| Fiduciary Trust Co | 0.02% | Reduce -24.4% | 23,309 | $1.9M |
| Howard Capital Management, LLC | 0.02% | Add +1.6% | 23,182 | $1.9M |
| First Heartland Consultants, Inc. | 0.15% | Add +12.6% | 23,175 | $1.9M |
| Discipline Wealth Solutions, LLC | 0.36% | Add +47.8% | 23,144 | $1.9M |
| Whitcomb & Hess, Inc. | 0.45% | Reduce -1.3% | 23,129 | $1.9M |
| Camelot Technology Advisors, Inc. | 1.44% | Reduce -1.7% | 23,035 | $1.9M |
| Regal Investment Advisors LLC | 0.11% | Reduce -40.6% | 22,832 | $1.9M |
| Avior Wealth Management, LLC | 0.06% | Reduce -1.6% | 22,759 | $1.9M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 22,558 | $1.9M |
| EFG International AG | 0.04% | — | 22,517 | $1.9M |
| Financial Harvest, LLC | 1.15% | Add +17.5% | 22,487 | $1.9M |
| WHI TRUST Co LLC | 1.43% | — | 22,480 | $1.9M |
| Verus Capital Partners, LLC | 0.12% | Add +3.9% | 22,479 | $1.9M |
| 4J Wealth Management LLC | 1.06% | Reduce -4.5% | 22,394 | $1.9M |
| Main Management LLC | 0.13% | Add +5.3% | 22,183 | $1.8M |
| Midwest Professional Planners, LTD. | 0.43% | Add +3.0% | 22,126 | $1.8M |
| First Community Trust NA | 1.37% | Reduce -3.4% | 22,111 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | Add +0.3% | 22,088 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +15.7% | 22,029 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -54.2% | 21,984 | $1.8M |
| Tower Wealth Partners, Inc. | 1.00% | Add +16.2% | 21,921 | $1.8M |
| Shrier Wealth Management, LLC | 0.72% | — | 21,769 | $1.8M |
| Midwest Trust Co | 0.02% | Add +13.4% | 21,716 | $1.8M |
| Nvwm, LLC | 0.39% | Add +3.7% | 21,690 | $1.8M |
| TriaGen Wealth Management LLC | 0.46% | Add +0.1% | 21,636 | $1.8M |
| Boston Partners | 0.00% | Add +33.6% | 21,606 | $1.8M |
| Allstreet Capital Advisors LLC | 1.28% | — | 21,383 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -2.8% | 21,245 | $1.8M |
| Empirical Asset Management, LLC | 0.49% | Reduce -43.9% | 21,171 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -17.1% | 21,008 | $1.7M |
| Eq LLC | 0.50% | Add +84.0% | 21,002 | $1.7M |
| AGH Wealth Advisors, LLC | 1.29% | Reduce -8.2% | 20,789 | $1.7M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -28.4% | 20,600 | $1.7M |
| Pacific Point Advisors, LLC | 0.91% | Add +23.1% | 20,547 | $1.7M |
| Roundview Capital LLC | 0.10% | Reduce -2.2% | 20,477 | $1.7M |
| PFG Investments, LLC | 0.08% | Reduce -7.5% | 20,468 | $1.7M |
| William Howard & Co Financial Advisors Inc | 1.43% | Add +0.3% | 20,461 | $1.7M |
| Voya Financial Advisors, Inc. | 0.16% | Reduce -10.7% | 20,417 | $1.7M |
| Davis-Rea LTD. | 0.42% | Reduce -23.9% | 20,415 | $1.7M |
| Finer Wealth Management, Inc. | 0.82% | New | 20,341 | $1.7M |
| Enclave Advisors LLC | 0.24% | Reduce -66.9% | 20,089 | $1.7M |
| Capital Counsel LLC | 0.06% | Add +50.3% | 19,800 | $1.6M |
| SeaBridge Investment Advisors LLC | 0.27% | Reduce -1.0% | 19,738 | $1.6M |
| Lodestar Private Asset Management LLC | 0.16% | Add +2.0% | 19,630 | $1.6M |
| Invesco Ltd. | 0.00% | Reduce -2.2% | 19,620 | $1.6M |
| Legacy Wealth Asset Management, LLC | 0.40% | Add +7.0% | 19,596 | $1.6M |
| Towercrest Capital Management | 0.26% | Add +7.1% | 19,560 | $1.6M |
| Guidance Capital, Inc. | 0.40% | Add +170.0% | 19,532 | $1.6M |
| Acorn Wealth Advisors, LLC | 0.48% | Reduce -4.8% | 19,446 | $1.6M |
| TRUE Private Wealth Advisors | 0.16% | Reduce -9.0% | 19,289 | $1.6M |
| Milestones Private Investment Advisors LLC | 1.09% | Reduce -4.8% | 19,122 | $1.6M |
| Choreo, LLC | 0.02% | Reduce -11.3% | 18,839 | $1.6M |
| Maxele Advisors, LLC | 1.26% | Reduce -0.2% | 18,778 | $1.6M |
| Freestate Advisors LLC | 1.24% | Reduce -2.0% | 18,483 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -50.7% | 18,392 | $1.5M |
| King Wealth Management Group | 0.18% | Reduce -1.7% | 18,338 | $1.5M |
| Tactive Advisors, LLC | 0.44% | Reduce -3.4% | 18,145 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -1.6% | 17,860 | $1.5M |
| WLTH Capital Management, LLC | 1.14% | — | 17,804 | $1.5M |
| AQR Capital Management | 0.00% | New | 17,813 | $1.5M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -5.5% | 17,599 | $1.5M |
| Investment Research Partners LLC | 0.62% | Add +8.5% | 17,546 | $1.5M |
| Charter Oak Capital Management, LLC | 0.11% | Reduce -37.2% | 17,530 | $1.5M |
| Robinson Value Management, Ltd. | 0.78% | Add +0.7% | 17,475 | $1.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0.50% | Add +7.8% | 17,310 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Add +66.5% | 17,306 | $1.4M |
| Savvy Advisors, Inc. | 0.05% | New | 17,267 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +10.1% | 17,057 | $1.4M |
| Bessemer Group Inc. | 0.00% | Add +45.5% | 16,893 | $1.4M |
| Bienville Capital Management, LLC | 0.22% | New | 16,805 | $1.4M |
| Markin Asset Management, LP | 1.53% | — | 16,787 | $1.4M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.20% | Add +100.2% | 16,748 | $1.4M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -1.2% | 16,750 | $1.4M |
| Element Wealth, LLC | 0.57% | Add +10.7% | 16,584 | $1.4M |
| Chemistry Wealth Management LLC | 0.26% | Reduce -0.5% | 16,500 | $1.4M |
| SBI Securities Co., Ltd. | 0.04% | Add +45.3% | 16,496 | $1.4M |
| Legacy Wealth Partners, LLC | 0.35% | — | 16,477 | $1.4M |
| Stronghold Wealth Management L.L.C. | 1.99% | — | 16,297 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +26.4% | 16,261 | $1.3M |
| Ruggiero Investments, Inc. | 1.21% | — | 16,226 | $1.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -10.9% | 16,207 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Reduce -7.1% | 16,184 | $1.3M |
| West Paces Advisors Inc. | 0.26% | Reduce -45.6% | 16,177 | $1.3M |
| Rockland Trust Co. | 0.05% | Reduce -54.5% | 16,163 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -0.1% | 16,090 | $1.3M |
| Platform Technology Partners | 0.28% | Reduce -16.8% | 16,039 | $1.3M |
| Brightwater Advisory LLC | 0.89% | Add +0.3% | 15,990 | $1.3M |
| NDWM LLC | 0.87% | Reduce -0.9% | 15,828 | $1.3M |
| Evelyn Partners Asset Management Ltd | 0.31% | Add +14.2% | 15,762 | $1.3M |
| Cadia Private Client LLC | 1.03% | — | 15,719 | $1.3M |
| St. James Investment Company, LLC | 0.21% | Add +1.9% | 15,715 | $1.3M |
| Crews Bank & Trust | 0.19% | Reduce -1.8% | 15,634 | $1.3M |
| Coastal Bridge Advisors, LLC | 0.10% | Add +2.6% | 15,604 | $1.3M |
| Independent Wealth Network Inc. | 0.39% | Reduce -0.4% | 15,546 | $1.3M |
| GenTrust, LLC | 0.06% | No change | 15,545 | $1.3M |
| Rather & Kittrell, Inc. | 0.21% | Add +1.8% | 15,427 | $1.3M |
| Pacific Park Financial, Inc. | 0.79% | — | 15,260 | $1.3M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -6.1% | 15,260 | $1.3M |
| Benedict Financial Advisors Inc. | 0.26% | Reduce -1.3% | 15,092 | $1.2M |
| Blue Edge Capital, LLC | 0.17% | Add +184.9% | 15,049 | $1.2M |
| Mullooly Asset Management, Inc. | 0.45% | Add +13.7% | 14,860 | $1.2M |
| WealthShield Partners, LLC | 0.13% | Reduce -12.1% | 14,728 | $1.2M |
| Objective Capital Management, LLC | 1.23% | Reduce -3.6% | 14,602 | $1.2M |
| Waterloo Capital, L.P. | 0.09% | Add +145.6% | 14,569 | $1.2M |
| Marble Wealth, LLC | 0.17% | — | 14,523 | $1.2M |
| Foundry Financial Group, Inc. | 0.60% | Add +22.3% | 14,373 | $1.2M |
| Financial Management Professionals, Inc. | 0.12% | Reduce -6.8% | 14,079 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Reduce -9.6% | 14,034 | $1.2M |
| Evanson Asset Management, LLC | 0.06% | Add +9.8% | 14,024 | $1.2M |
| Independent Family Office, LLC | 0.48% | Reduce -1.3% | 13,978 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.13% | Reduce -21.0% | 13,902 | $1.2M |
| SteelPeak Wealth, LLC | 0.04% | Add +398.7% | 13,848 | $1.1M |
| Leigh Baldwin & Co., LLC | 0.75% | Add +7.2% | 13,797 | $1.1M |
| Farmers Trust Co. | 0.19% | No change | 13,801 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -6.2% | 13,794 | $1.1M |
| Guardian Partners Inc. | 0.09% | Add +80.3% | 13,796 | $1.1M |
| Presilium Private Wealth, LLC | 0.21% | Reduce -58.2% | 13,746 | $1.1M |
| Intrua Financial, LLC | 0.12% | Reduce -25.8% | 13,676 | $1.1M |
| Israel Discount Bank of New York | 3.06% | Add +107.2% | 13,561 | $1.1M |
| Carnegie Investment Counsel | 0.02% | Add +10.9% | 13,463 | $1.1M |
| Valpey Financial Services, LLC | 0.71% | Add +10.8% | 13,451 | $1.1M |
| Aspire Growth Partners LLC | 0.78% | Add +1.2% | 13,449 | $1.1M |
| Stapp Wealth Management, PLLC | 1.42% | Add +211.2% | 13,302 | $1.1M |
| Lowery Thomas, LLC | 0.62% | Add +12.0% | 13,255 | $1.1M |
| Cogent Private Wealth, Inc. | 0.84% | — | 13,246 | $1.1M |
| Vise Technologies, Inc. | 0.02% | Add +35.2% | 12,983 | $1.1M |
| NCM Capital Management, LLC | 0.40% | Add +11.2% | 12,889 | $1.1M |
| Chapin Davis, Inc. | 0.25% | Add +3.4% | 12,885 | $1.1M |
| CDKV Holdings LLC | 0.88% | — | 12,731 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Reduce -23.3% | 12,721 | $1.1M |
| MSH Capital Advisors LLC | 0.22% | Add +0.3% | 12,646 | $1.0M |
| Hobbs Group Advisors, LLC | 0.32% | Reduce -14.2% | 12,622 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -2.0% | 12,613 | $1.0M |
| Advanced Asset Management Advisors Inc | 0.28% | Reduce -4.2% | 12,578 | $1.0M |
| Old National Bancorp | 0.02% | Add +25.0% | 12,511 | $1.0M |
| FWL Investment Management, LLC | 0.25% | Reduce -0.1% | 12,485 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Reduce -96.5% | 12,412 | $1.0M |
| San Luis Wealth Advisors LLC | 0.17% | Reduce -1.6% | 12,265 | $1.0M |
| Engineers Gate Manager LP | 0.01% | New | 12,262 | $1.0M |
| TrustWell Financial Advisors, LLC | 0.98% | — | 12,189 | $1.0M |
| Kelleher Financial Advisors | 0.23% | Add +11.0% | 12,096 | $1.0M |
| Veracity Capital LLC | 0.30% | Reduce -16.7% | 12,071 | $1000K |
| Bucket List Wealth Management, LLC | 0.60% | — | 12,066 | $1000K |
| AMG National Trust Bank | 0.02% | Add +188.0% | 11,953 | $990K |
| Calamos Wealth Management LLC | 0.03% | No change | 11,908 | $986K |
| Lee Financial Co | 0.13% | Reduce -16.9% | 11,894 | $985K |
| CoreCap Advisors, LLC | 0.03% | Reduce -12.6% | 11,725 | $971K |
| Clientfirst Wealth Management, LLC | 0.78% | No change | 11,689 | $968K |
| IFG Advisory, LLC | 0.04% | Add +2.5% | 11,607 | $961K |
| McDonald Partners LLC | 0.30% | Reduce -6.9% | 11,534 | $955K |
| Clear Creek Financial Management, LLC | 0.08% | Add +21.4% | 11,413 | $945K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -4.9% | 11,387 | $943K |
| Zhang Financial LLC | 0.04% | Add +34.2% | 11,377 | $942K |
| M3 Advisory Group, LLC | 0.57% | No change | 11,369 | $942K |
| Marshall & Sterling Wealth Advisors Inc. | 0.62% | Add +1.2% | 11,275 | $934K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.0% | 11,257 | $932K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.65% | Add +25.1% | 11,221 | $929K |
| Fidelis Capital Partners, LLC | 0.07% | Reduce -15.1% | 11,217 | $929K |
| Advisory Research Inc. | 0.12% | Reduce -0.1% | 11,154 | $924K |
| Compass Ion Advisors, LLC | 0.09% | Add +1.0% | 11,146 | $923K |
| RDA Financial Network | 0.22% | Add +0.8% | 11,124 | $921K |
| Wealth Advisory Solutions, LLC | 0.21% | Reduce -3.8% | 11,122 | $921K |
| Ssa Swiss Advisors AG | 0.43% | Reduce -46.4% | 11,082 | $918K |
| Kovack Advisors, Inc. | 0.04% | Add +98.3% | 11,076 | $917K |
| WCG Wealth Advisors LLC | 0.03% | New | 11,074 | $917K |
| Trevian Wealth Management LLC | 0.43% | New | 11,046 | $915K |
| ORG Partners LLC | 0.16% | Reduce -3.6% | 11,011 | $912K |
| WJ Wealth Management, LLC | 0.40% | Reduce -5.5% | 10,990 | $910K |
| Win Advisors, Inc. | 0.38% | New | 10,916 | $904K |
| Childress Capital Advisors, LLC | 0.14% | No change | 10,800 | $894K |
| Summa Corp. | 0.38% | Add +10.3% | 10,690 | $885K |
| Graetz Wealth LLC | 0.80% | — | 10,603 | $878K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -7.3% | 10,593 | $877K |
| Simon Quick Advisors, LLC | 0.04% | Add +0.6% | 10,579 | $876K |
| New Wave Wealth Advisors LLC | 0.32% | Reduce -12.0% | 10,523 | $872K |
| Factor Wealth Management LTD | 0.19% | Add +18.3% | 10,523 | $872K |
| Ironwood Wealth Management, LLC. | 0.25% | Reduce -0.7% | 10,431 | $864K |
| Ironwood Investment Counsel, LLC | 0.12% | Reduce -1.2% | 10,373 | $859K |
| Severin Investments, LLC | 0.75% | Add +5.3% | 10,291 | $852K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.4% | 10,271 | $851K |
| Asset One Wealth Management LLC | 0.12% | — | 10,271 | $849K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -22.7% | 10,221 | $847K |
| Qube Research & Technologies Ltd | 0.00% | Add +617.3% | 10,078 | $835K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -97.3% | 10,074 | $834K |
| Regions Financial Corp. | 0.01% | Reduce -30.9% | 10,056 | $833K |
| Merited Wealth, LLC | 0.77% | — | 10,009 | $829K |
| Strategic Financial Concepts, LLC | 0.76% | New | 9,988 | $827K |
| XY Planning Network, Inc. | 0.14% | New | 9,936 | $823K |
| Acropolis Investment Management, LLC | 0.04% | Reduce -27.3% | 9,914 | $821K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 9,914 | $821K |
| Root Financial Partners, LLC | 0.04% | Reduce -8.2% | 9,881 | $818K |
| Wellington-Altus USA Inc. | 0.60% | — | 9,816 | $813K |
| Obermeyer Wealth Partners | 0.04% | Reduce -3.2% | 9,785 | $810K |
| Vigilare Wealth Management | 0.27% | Reduce -72.3% | 9,779 | $810K |
| Arrowroot Family Office, LLC | 0.29% | Add +28.6% | 9,771 | $809K |
| Aegis Wealth Management LLC | 0.45% | Add +2.8% | 9,666 | $801K |
| Amarillo National Bank | 0.14% | Reduce -2.2% | 9,666 | $801K |
| Oak Associates Ltd. | 0.05% | Add +81.3% | 9,608 | $796K |
| Invested Advisors | 0.82% | Reduce -31.8% | 9,591 | $794K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -14.9% | 9,564 | $792K |
| Krilogy Financial LLC | 0.03% | Reduce -7.7% | 9,519 | $789K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Add +0.5% | 9,486 | $786K |
| Bright Financial Advisors, Inc. | 0.37% | Reduce -4.3% | 9,401 | $779K |
| Choate Investment Advisors | 0.02% | New | 9,374 | $776K |
| L.K. Benson & Company, P.C. | 0.39% | Add +81.2% | 9,344 | $774K |
| Strategic Wealth Partners, Ltd. | 0.05% | Add +2.9% | 9,279 | $768K |
| Allred Capital Management, LLC | 0.28% | Reduce -8.6% | 9,238 | $765K |
| Traynor Capital Management, Inc. | 0.04% | No change | 9,200 | $762K |
| Axis Wealth Partners, LLC | 0.42% | Reduce -19.4% | 9,175 | $760K |
| First Foundation Advisors | 0.03% | Reduce -21.5% | 9,175 | $760K |
| Sierra Legacy Group | 0.56% | Reduce -60.9% | 9,150 | $758K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +25.4% | 9,130 | $756K |
| New South Capital Management Inc. | 0.03% | No change | 9,125 | $756K |
| Berger Financial Group, Inc | 0.04% | Add +12.1% | 9,106 | $754K |
| Vicus Capital | 0.06% | Add +29.6% | 9,087 | $753K |
| TBH Global Asset Management, LLC | 0.13% | New | 9,055 | $750K |
| Summit Financial, LLC | 0.01% | Add +27.4% | 9,019 | $747K |
| PFG Advisors | 0.04% | Reduce -5.5% | 8,978 | $744K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -1.8% | 8,945 | $741K |
| Savant Capital, LLC | 0.00% | Add +18.5% | 8,894 | $737K |
| Alhambra Investment Management LLC | 0.34% | Reduce -0.4% | 8,729 | $723K |
| Invst, LLC | 0.08% | Reduce -15.2% | 8,703 | $721K |
| CreativeOne Wealth, LLC | 0.02% | Add +12.5% | 8,692 | $720K |
| Rwa Wealth Partners, LLC | 0.01% | New | 8,662 | $717K |
| Sei Investments Co. | 0.00% | Add +174.4% | 8,643 | $716K |
| Strategies Wealth Advisors, LLC | 0.07% | Reduce -49.5% | 8,601 | $712K |
| Caprock Group, LLC | 0.01% | Add +0.1% | 8,600 | $712K |
| Burke & Herbert Bank & Trust Co. | 0.20% | Reduce -0.9% | 8,598 | $712K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -6.6% | 8,573 | $710K |
| Clear Retirement Advice LLC | 0.55% | — | 8,581 | $710K |
| Garrison Point Advisors, LLC | 0.31% | Add +2.0% | 8,560 | $709K |
| West Michigan Advisors, LLC | 0.16% | Reduce -5.9% | 8,539 | $707K |
| Americana Partners, LLC | 0.02% | Add +4.5% | 8,475 | $702K |
| Sowell Financial Services LLC | 0.03% | Add +61.4% | 8,468 | $701K |
| Alliance Wealth Management Group | 0.15% | Add +8.2% | 8,457 | $700K |
| Farmers National Bank | 0.16% | Add +2.0% | 8,453 | $700K |
| SkyOak Wealth, LLC | 0.12% | Add +11.4% | 8,386 | $695K |
| Mezzasalma Advisors, LLC | 0.17% | Add +7.4% | 8,330 | $690K |
| Sierra Capital LLC | 0.07% | No change | 8,285 | $688K |
| Oliver Luxxe Assets LLC | 0.10% | Reduce -32.5% | 8,293 | $687K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +15.2% | 8,213 | $680K |
| Barrett & Company, Inc. | 0.23% | No change | 8,194 | $679K |
| Prosperity Consulting Group, LLC | 0.03% | Add +27.4% | 8,193 | $679K |
| Discovery Capital Management, LLC / CT | 0.04% | New | 8,157 | $676K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.1% | 8,086 | $670K |
| Clearbridge Investments, LLC | 0.00% | Reduce -6.3% | 8,085 | $670K |
| Glen Eagle Advisors, LLC | 0.09% | Reduce -26.9% | 8,085 | $670K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -2.0% | 8,014 | $664K |
| Retirement Income Solutions, Inc. | 0.11% | Reduce -11.5% | 7,999 | $662K |
| Lexington Hill Partners, LLC | 0.50% | — | 7,995 | $662K |
| TFB Advisors LLC | 0.18% | Reduce -3.4% | 7,962 | $659K |
| Maseco LLP | 0.03% | New | 7,922 | $656K |
| FLP Wealth Management, LLC | 1.55% | Add +3.6% | 7,912 | $655K |
| Spectrum Planning & Advisory Services Inc. | 0.34% | New | 7,903 | $655K |
| Spreng Capital Management, Inc. | 0.25% | Reduce -9.8% | 7,819 | $648K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 7,740 | $641K |
| F/m Investments LLC | 0.02% | No change | 7,730 | $640K |
| Stordahl Capital Management, Inc. | 0.13% | Reduce -5.6% | 7,729 | $640K |
| Bond & Devick Financial Network, Inc. | 0.18% | Add +25.8% | 7,708 | $638K |
| KDT Advisors, LLC | 0.89% | Reduce -23.0% | 7,685 | $636K |
| Western Wealth Management, LLC | 0.03% | New | 7,622 | $631K |
| Auxano Advisors, LLC | 0.12% | Reduce -7.2% | 7,621 | $631K |
| Palumbo Wealth Management LLC | 0.16% | Reduce -93.8% | 7,590 | $629K |
| Purus Wealth Management, LLC | 0.19% | Add +0.1% | 7,541 | $625K |
| AlphaCore Capital LLC | 0.01% | Add +2208.6% | 7,526 | $623K |
| Millennium Management | 0.00% | Reduce -85.3% | 7,515 | $622K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.21% | New | 7,500 | $621K |
| Waystone Advisors LLC | 0.53% | — | 7,489 | $620K |
| North Capital, Inc. | 0.53% | Reduce -0.0% | 7,485 | $620K |
| Canopy Partners, LLC | 0.20% | Add +15.8% | 7,466 | $618K |
| Azimuth Capital Investment Management LLC | 0.02% | Add +5.5% | 7,388 | $612K |
| Fiducient Advisors LLC | 0.08% | Reduce -2.8% | 7,374 | $611K |
| Tanglewood Wealth Management, Inc. | 0.06% | Add +51.9% | 7,374 | $611K |
| Blalock Williams, LLC | 0.49% | Add +5.5% | 7,360 | $610K |
| Calton & Associates, Inc. | 0.09% | Add +8.1% | 7,327 | $607K |
| Baker Ellis Asset Management LLC | 0.07% | Add +2.8% | 7,326 | $607K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -3.5% | 7,303 | $605K |
| Second Line Capital, LLC | 0.12% | Add +132.9% | 7,240 | $600K |
| Wesbanco Bank Inc. | 0.02% | Reduce -10.3% | 7,230 | $599K |
| Rodgers Brothers Inc. | 0.07% | No change | 7,200 | $596K |
| Private Trust Co. NA | 0.05% | Reduce -31.6% | 7,184 | $595K |
| Addison Capital Co | 0.15% | Reduce -18.1% | 7,170 | $594K |
| Principia Wealth Advisory, LLC | 0.37% | Reduce -62.4% | 7,138 | $591K |
| One Capital Management, LLC | 0.02% | No change | 7,115 | $589K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 7,037 | $583K |
| DMC Group, LLC | 0.39% | Reduce -19.4% | 7,008 | $580K |
| A. D. Beadell Investment Counsel, Inc. | 0.38% | Reduce -2.5% | 6,980 | $578K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.25% | Reduce -5.7% | 6,892 | $578K |
| Peddock Capital Advisors, LLC | 0.12% | Add +12.4% | 6,836 | $566K |
| Biltmore Wealth Management, LLC | 0.21% | Reduce -10.0% | 6,806 | $564K |
| Hilltop Holdings Inc. | 0.03% | Add +159.4% | 6,795 | $563K |
| Harbour Capital Advisors, LLC | 0.11% | Add +20.5% | 6,770 | $561K |
| Stephens Group Asset Management, LLC | 0.04% | No change | 6,744 | $559K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -6.6% | 6,738 | $558K |
| Easterly Investment Partners LLC | 0.03% | No change | 6,734 | $558K |
| Sunburst Financial Group, LLC | 0.11% | New | 6,717 | $556K |
| Blue Trust, Inc. | 0.01% | Add +163.5% | 6,705 | $555K |
| Buckhead Capital Management LLC | 0.20% | Add +1.8% | 6,679 | $553K |
| Noble Wealth Management PBC | 0.28% | Reduce -25.9% | 6,666 | $552K |
| Moneco Advisors, LLC | 0.04% | Reduce -3.0% | 6,651 | $551K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -8.3% | 6,639 | $550K |
| Pinnacle Wealth Management Group, Inc. | 0.27% | Reduce -10.9% | 6,602 | $547K |
| 17 Capital Partners, LLC | 0.28% | New | 6,579 | $545K |
| Webster Bank, N. A. | 0.05% | Add +154.9% | 6,516 | $540K |
| Weaver Consulting Group | 0.13% | Reduce -5.9% | 6,507 | $539K |
| Castleview Partners, LLC | 0.26% | Reduce -8.0% | 6,440 | $533K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -74.5% | 6,427 | $532K |
| Raab & Moskowitz Asset Management LLC | 0.12% | Reduce -0.8% | 6,399 | $530K |
| Dimension Capital Management LLC | 0.07% | Add +39.5% | 6,394 | $530K |
| Woodmont Investment Counsel LLC | 0.03% | Add +11.8% | 6,393 | $529K |
| Bingham Private Wealth, LLC | 0.46% | — | 6,386 | $529K |
| White Pine Investment CO | 0.12% | Reduce -89.8% | 6,323 | $524K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -27.2% | 6,305 | $522K |
| Capital Asset Advisory Services LLC | 0.02% | Add +5.7% | 6,295 | $522K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -1.4% | 6,293 | $521K |
| Bay Rivers Group | 0.21% | Add +6.9% | 6,283 | $520K |
| Diversified Portfolios, Inc. | 0.04% | Add +13.7% | 6,245 | $517K |
| Mgo One Seven LLC | 0.01% | Add +9.9% | 6,243 | $517K |
| Montecito Bank & Trust | 0.08% | No change | 6,223 | $515K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -9.4% | 6,213 | $515K |
| Live Oak Private Wealth LLC | 0.07% | Add +0.7% | 6,184 | $512K |
| Ingalls & Snyder LLC | 0.02% | New | 6,175 | $511K |
| Beverly Hills Private Wealth, LLC | 0.09% | No change | 6,152 | $509K |
| Neuberger Berman Group LLC | 0.00% | No change | 6,145 | $509K |
| Global View Capital Management LLC | 0.09% | Add +64.8% | 6,132 | $508K |
| Retirement Capital Strategies | 0.19% | No change | 6,091 | $504K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -38.1% | 6,070 | $503K |
| HFG Wealth Management, LLC | 0.28% | Reduce -42.3% | 6,065 | $502K |
| Scharf Investments, LLC | 0.01% | Add +11.8% | 6,063 | $502K |
| PCG Wealth Advisors, LLC | 0.14% | Add +24.0% | 6,055 | $502K |
| Fonville Wealth Management LLC | 0.10% | Reduce -3.1% | 6,053 | $501K |
| Horizon Family Wealth, Inc. | 0.26% | Add +2.9% | 5,964 | $494K |
| Cahill Financial Advisors Inc. | 0.05% | Add +36.2% | 5,959 | $493K |
| Pasadena Private Wealth, LLC | 0.07% | Add +40.4% | 5,926 | $491K |
| Vantage Financial Partners, LLC | 0.10% | Reduce -4.8% | 5,915 | $490K |
| Rollins Financial Advisors, LLC | 0.07% | Add +88.5% | 5,888 | $488K |
| Beirne Wealth Consulting Services, LLC | 0.14% | No change | 5,885 | $487K |
| TCP Asset Management, LLC | 0.08% | Add +18.4% | 5,850 | $484K |
| Alternative Investment Advisors, LLC. | 0.21% | Reduce -8.2% | 5,841 | $484K |
| Trust Co | 0.05% | No change | 5,840 | $484K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 5,784 | $479K |
| Barr E S & Co. | 0.02% | Reduce -4.2% | 5,775 | $478K |
| BankPlus Trust Department | 0.12% | Add +3.9% | 5,767 | $478K |
| Impact Partnership Wealth, LLC | 0.06% | Reduce -3.1% | 5,730 | $475K |
| GreatBanc Trust CO | 0.33% | Reduce -5.0% | 5,725 | $474K |
| Westfuller Advisors, LLC | 0.19% | Add +0.1% | 5,702 | $472K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +2.3% | 5,644 | $467K |
| CVA Family Office, LLC | 0.05% | No change | 5,625 | $466K |
| Potomac Fund Management Inc. | 0.02% | Reduce -13.1% | 5,604 | $464K |
| Lester Murray Antman dba SimplyRich | 0.12% | Reduce -2.2% | 5,583 | $462K |
| EdgeRock Capital LLC | 0.12% | Add +63.4% | 5,566 | $461K |
| Kelly Financial Group LLC | 0.12% | Reduce -7.3% | 5,557 | $460K |
| Tyche Wealth Partners LLC | 0.07% | Add +80.0% | 5,532 | $458K |
| Caldwell Sutter Capital, Inc. | 0.19% | Add +2.8% | 5,519 | $457K |
| Brickley Wealth Management | 0.08% | Add +5.7% | 5,507 | $456K |
| Pathfinder Wealth Consulting, Inc. | 0.29% | — | 5,483 | $454K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -2.5% | 5,481 | $454K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -1.8% | 5,419 | $449K |
| Norden Group LLC | 0.04% | No change | 5,417 | $449K |
| North Star Investment Management Corp. | 0.03% | Add +30.2% | 5,399 | $447K |
| Omnia Family Wealth, LLC | 0.13% | Add +10.5% | 5,352 | $443K |
| Maridea Wealth Management LLC | 0.07% | Add +5.2% | 5,284 | $438K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +25.2% | 5,283 | $438K |
| Twele Capital Management, Inc. | 0.08% | Add +6.2% | 5,281 | $437K |
| SkyView Investment Advisors, LLC | 0.06% | Reduce -77.5% | 5,275 | $437K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -58.4% | 5,229 | $433K |
| Icon Wealth Advisors, LLC | 0.03% | Add +12.1% | 5,207 | $431K |
| Postrock Partners LLC | 0.19% | No change | 5,192 | $430K |
| Tiemann Investment Advisors, LLC | 0.17% | No change | 5,150 | $427K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -0.2% | 5,121 | $424K |
| DeDora Capital, Inc. | 0.10% | Reduce -11.3% | 5,043 | $418K |
| Strategy Asset Managers LLC | 0.07% | Add +0.5% | 5,032 | $417K |
| Wellspring Financial Advisors, LLC | 0.03% | Add +578.6% | 142,749 | $417K |
| American Trust | 0.04% | Reduce -10.9% | 5,030 | $417K |
| Pinnacle Associates Ltd. | 0.01% | Add +7.5% | 5,005 | $415K |
| Boyd Watterson Asset Management LLC | 0.12% | No change | 5,000 | $414K |
| Forum Private Client Group LLC | 0.14% | Reduce -16.1% | 4,995 | $414K |
| Northcape Wealth Management, LLC | 0.12% | Add +0.3% | 4,988 | $413K |
| Whittier Trust Co. | 0.00% | No change | 4,970 | $412K |
| Phillips Financial Management, LLC | 0.03% | No change | 4,966 | $411K |
| Lee Danner & Bass Inc. | 0.03% | No change | 4,965 | $411K |
| Pacific Excel Wealth Advisors, Inc. | 0.76% | — | 4,887 | $405K |
| Howard Financial Services, LTD. | 0.05% | Reduce -17.9% | 4,873 | $404K |
| Inman Jager Wealth Management, LLC | 0.25% | No change | 4,871 | $403K |
| Goldstone Financial Group, LLC | 0.04% | Add +26.9% | 4,866 | $403K |
| Clearstead Trust, LLC | 0.06% | Reduce -35.0% | 4,820 | $399K |
| Two West Capital Advisors LLC | 0.23% | Add +13.6% | 4,802 | $398K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +21.6% | 4,789 | $397K |
| Wellington Shields Capital Management, LLC | 0.06% | No change | 4,775 | $395K |
| Synergy Asset Management, LLC | 0.04% | Reduce -83.7% | 4,771 | $395K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -6.6% | 4,764 | $395K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Reduce -2.6% | 4,745 | $393K |
| Ethos Financial Group, LLC | 0.03% | Reduce -21.0% | 4,733 | $392K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | New | 4,719 | $391K |
| Charles Schwab Trust Co | 0.03% | Add +0.3% | 4,697 | $389K |
| IFC & Insurance Marketing, Inc. | 0.39% | — | 4,702 | $389K |
| Whalen Wealth Management Inc. | 0.21% | Reduce -0.2% | 4,691 | $389K |
| TrueWealth Advisors, LLC | 0.10% | No change | 4,686 | $388K |
| Asset Management Group, Inc. | 0.06% | Reduce -0.1% | 4,678 | $387K |
| Quartz Partners, LLC | 0.14% | No change | 4,675 | $387K |
| Bluedoor Private Wealth, LLC | 0.18% | — | 4,643 | $385K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 4,635 | $384K |
| Banque Pictet & Cie SA | 0.00% | Reduce -17.1% | 4,528 | $375K |
| Windward Private Wealth Management Inc. | 0.13% | Add +0.3% | 4,517 | $374K |
| Verdence Capital Advisors LLC | 0.02% | Add +13.6% | 4,515 | $374K |
| Hancock Whitney Corp. | 0.01% | Reduce -18.9% | 4,491 | $372K |
| Norris Financial Group, LLC | 0.13% | No change | 4,482 | $371K |
| Secure Asset Management, LLC | 0.06% | Add +0.1% | 4,428 | $367K |
| Advisor OS, LLC | 0.03% | New | 4,415 | $366K |
| Bokf, NA | 0.01% | No change | 4,407 | $365K |
| Fortem Financial Group, LLC | 0.10% | Reduce -6.6% | 4,389 | $363K |
| Eagle Strategies LLC | 0.05% | Add +19.3% | 4,370 | $362K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -10.9% | 4,368 | $362K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +5.0% | 4,352 | $360K |
| Novem Group | 0.04% | Reduce -2.8% | 4,337 | $359K |
| Cheviot Value Management, LLC | 0.04% | Reduce -8.8% | 4,327 | $359K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.19% | — | 4,330 | $359K |
| Csenge Advisory Group | 0.02% | Add +1.4% | 4,316 | $357K |
| Blueline Advisors LLC | 0.29% | — | 4,316 | $357K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -18.7% | 4,290 | $355K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -18.7% | 4,288 | $355K |
| Mustico Financial Group, Inc. | 0.27% | Reduce -30.9% | 4,286 | $355K |
| Juno Financial Group LLC | 0.14% | — | 4,278 | $354K |
| Valmark Advisers, Inc. | 0.00% | Add +26.7% | 4,273 | $354K |
| Crabel Capital Management, LLC | 0.27% | New | 4,270 | $354K |
| Avestar Capital, LLC | 0.02% | Add +11.1% | 4,225 | $350K |
| Yarger Wealth Strategies, LLC | 0.15% | No change | 4,223 | $350K |
| Phoenix Financial Ltd. | 0.00% | No change | 4,209 | $349K |
| Joseph P. Lucia & Associates, LLC | 0.13% | Reduce -7.2% | 4,205 | $348K |
| Golden State Wealth Management, LLC | 0.04% | Add +1.2% | 4,198 | $348K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,195 | $347K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.12% | New | 4,168 | $345K |
| Formidable Asset Management, LLC | 0.05% | No change | 4,145 | $344K |
| Parvin Asset Management, LLC | 0.28% | New | 4,150 | $344K |
| Independence Wealth Advisors, LLC | 0.19% | — | 4,143 | $343K |
| Tempus Wealth Planning, LLC | 0.08% | No change | 4,123 | $341K |
| International Assets Investment Management, LLC | 0.02% | Reduce -53.5% | 4,121 | $341K |
| SHP Wealth Management | 0.03% | — | 4,088 | $339K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -43.9% | 4,085 | $338K |
| Sovereign Financial Group, Inc. | 0.06% | Add +1.2% | 4,068 | $337K |
| GFS Advisors, LLC | 0.04% | New | 4,044 | $335K |
| Core Wealth Partners LLC | 0.15% | Add +63.0% | 4,042 | $335K |
| Hilton Capital Management, LLC | 0.03% | Reduce -4.7% | 4,019 | $333K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +58.1% | 4,014 | $332K |
| Retirement Planning Group, LLC | 0.01% | Add +29.0% | 4,001 | $331K |
| Wernau Asset Management Inc. | 0.33% | Add +1.8% | 3,990 | $330K |
| Smith Thornton Advisors LLC | 0.17% | No change | 3,988 | $330K |
| Woodward Diversified Capital, LLC | 0.15% | Reduce -6.0% | 3,980 | $330K |
| Fiduciary Alliance LLC | 0.02% | No change | 3,919 | $325K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,914 | $324K |
| IPG Investment Advisors LLC | 0.06% | Add +7.1% | 3,865 | $320K |
| OneAscent Financial Services LLC | 0.03% | Reduce -37.8% | 3,857 | $319K |
| Flagstar Securities, Inc. | 0.11% | Reduce -2.7% | 3,847 | $319K |
| Occidental Asset Management, LLC | 0.04% | Reduce -30.3% | 3,816 | $316K |
| ONE Advisory Partners, LLC | 0.10% | Add +18.9% | 3,809 | $315K |
| Fairfield, Bush & Co. | 0.17% | No change | 3,800 | $315K |
| Freestone Capital Holdings, LLC | 0.01% | New | 3,782 | $313K |
| Roger Wittlin Investment Advisory, LLC | 0.22% | Add +1.3% | 3,725 | $309K |
| Avaii Wealth Management, LLC | 0.11% | Add +0.6% | 3,708 | $307K |
| Wealth Effects LLC | 0.10% | No change | 3,688 | $305K |
| Pekin Hardy Strauss, Inc. | 0.03% | Add +4.3% | 3,665 | $304K |
| Mission Wealth Management, LP | 0.01% | Reduce -20.8% | 3,658 | $303K |
| Southeast Asset Advisors, LLC | 0.03% | Reduce -6.8% | 3,648 | $302K |
| Elyxium Wealth, LLC | 0.08% | Reduce -25.0% | 3,642 | $302K |
| Northeast Financial Group, Inc. | 0.08% | Reduce -3.6% | 3,629 | $301K |
| M. Kulyk & Associates, LLC | 0.06% | No change | 3,619 | $300K |
| Kestra Investment Management, LLC | 0.01% | Reduce -12.2% | 3,619 | $300K |
| TPG Advisors LLC | 0.19% | No change | 3,607 | $299K |
| West Wealth Group, LLC | 0.06% | Add +0.5% | 3,604 | $299K |
| International Private Wealth Advisors LLC | 0.19% | Reduce -91.1% | 3,592 | $298K |
| Arbor Trust Wealth Advisors, LLC | 0.13% | No change | 3,586 | $297K |
| Seed Wealth Management, Inc. | 0.20% | No change | 3,565 | $295K |
| LCNB Corp. | 0.10% | No change | 3,565 | $295K |
| Tectonic Advisors LLC | 0.02% | Reduce -10.3% | 3,560 | $295K |
| Cadinha & Co. LLC | 0.05% | Reduce -6.6% | 3,557 | $295K |
| Cushing Capital Partners, LLC | 0.22% | No change | 3,544 | $294K |
| Argent Trust Co | 0.01% | Add +3.5% | 3,527 | $292K |
| Kesler, Norman & Wride, LLC | 0.05% | New | 3,520 | $292K |
| NorthRock Partners, LLC | 0.00% | Reduce -10.2% | 3,510 | $291K |
| Insight Wealth Partners, LLC | 0.12% | Reduce -8.2% | 3,506 | $290K |
| SWP Financial LLC | 0.14% | Add +11.0% | 3,482 | $288K |
| AlphaCentric Advisors LLC | 0.29% | — | 3,480 | $288K |
| Trajan Wealth LLC | 0.01% | Reduce -6.3% | 3,463 | $287K |
| Warner Financial, Inc. | 0.10% | Add +1.1% | 3,431 | $284K |
| Hanover Advisors Inc. | 0.11% | No change | 3,418 | $283K |
| Capital Squared Financial LLC | 0.22% | New | 3,410 | $282K |
| Arkos Global Advisors | 0.04% | Reduce -3.4% | 3,407 | $282K |
| ETF Store, Inc. | 0.29% | Add +1.3% | 3,392 | $281K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +48.8% | 3,374 | $279K |
| GW Henssler & Associates Ltd. | 0.01% | Add +0.4% | 3,373 | $279K |
| Litman Gregory Wealth Management LLC | 0.02% | Add +18.4% | 3,350 | $277K |
| Independent Advisor Alliance | 0.01% | New | 3,312 | $274K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -14.4% | 3,307 | $274K |
| Sollinda Capital Management LLC | 0.07% | Add +11.2% | 3,286 | $272K |
| American Institute for Advanced Investment Management, LLP | 0.17% | Add +35.0% | 3,280 | $272K |
| Rossby Financial, LCC | 0.09% | Add +13.4% | 3,275 | $271K |
| Lyell Wealth Management, LP | 0.02% | Reduce -9.7% | 3,262 | $270K |
| Coppell Advisory Solutions LLC | 0.03% | No change | 3,239 | $268K |
| Columbia Bank | 0.07% | No change | 3,226 | $267K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +4.5% | 3,224 | $267K |
| Global Assets Advisory, LLC | 0.08% | Reduce -7.9% | 3,217 | $266K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +168.4% | 3,202 | $265K |
| Autumn Glory Partners, LLC | 0.09% | No change | 3,197 | $265K |
| Powerhouse Assets LLC | 0.23% | — | 3,178 | $263K |
| Marble Harbor Investment Counsel, LLC | 0.03% | Add +1.4% | 3,172 | $263K |
| Kaydan Wealth Management, Inc. | 0.08% | Reduce -98.4% | 3,164 | $262K |
| Etesian Wealth Advisors, Inc. | 0.08% | Reduce -2.7% | 3,157 | $261K |
| Finley Financial, LLC | 0.12% | No change | 3,145 | $260K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 3,138 | $260K |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | Add +0.5% | 3,118 | $258K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Reduce -9.8% | 3,119 | $258K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.6% | 3,100 | $257K |
| McAlvany Wealth Management LLC | 0.20% | — | 3,096 | $256K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -5.3% | 3,076 | $255K |
| Roberts Wealth Advisors, LLC | 0.07% | Reduce -15.7% | 3,081 | $255K |
| First Commonwealth Financial Corp | 0.04% | New | 3,081 | $255K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 3,066 | $254K |
| Cynosure Group, LLC | 0.03% | No change | 3,066 | $254K |
| Cypress Capital Group | 0.03% | New | 3,057 | $253K |
| Wealthquest Corp | 0.02% | New | 3,054 | $253K |
| Verum Partners LLC | 0.05% | Reduce -12.1% | 3,036 | $251K |
| Whitegate Investment Counselors, Inc. | 0.08% | Reduce -66.8% | 3,020 | $250K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -2.7% | 3,012 | $249K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 3,010 | $249K |
| Gouws Capital LLC | 0.13% | Add +20.0% | 3,000 | $248K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,000 | $248K |
| Sunpointe, LLC | 0.08% | Reduce -12.3% | 2,987 | $247K |
| J2 Capital Management Inc | 0.18% | No change | 2,970 | $246K |
| Boreal Capital Management LLC | 0.22% | No change | 2,933 | $243K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -11.9% | 2,920 | $242K |
| Hudson Capital Management LLC | 0.06% | Reduce -1.6% | 2,916 | $242K |
| DUTCH ASSET Corp | 0.18% | — | 2,884 | $239K |
| Range Financial Group LLC | 0.08% | New | 2,881 | $239K |
| Elmwood Wealth Management, Inc. | 0.08% | New | 2,877 | $238K |
| Conservest Capital Advisors, Inc. | 0.02% | Reduce -44.2% | 2,868 | $238K |
| BIP Wealth, LLC | 0.01% | No change | 2,864 | $237K |
| Ballast Advisors LLC | 0.07% | No change | 2,844 | $236K |
| Mission Creek Capital Partners, Inc. | 0.05% | Add +0.2% | 2,837 | $235K |
| Ameriflex Group, Inc. | 0.12% | Reduce -27.7% | 2,829 | $234K |
| TruWealth Advisors, LLC | 0.01% | Add +4.5% | 2,828 | $234K |
| Trust Co. of Vermont | 0.01% | No change | 2,827 | $234K |
| Centurion Wealth Management LLC | 0.05% | New | 2,825 | $234K |
| 1620 Investment Advisors, Inc. | 0.16% | No change | 2,819 | $233K |
| Market Street Wealth Management Advisors LLC | 0.04% | Add +0.5% | 2,813 | $233K |
| Darrow Company, Inc. | 0.10% | New | 2,787 | $231K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -59.9% | 2,763 | $229K |
| ESL Trust Services, LLC | 0.04% | Add +25.1% | 2,744 | $227K |
| Prelude Capital Management, LLC | 0.02% | Reduce -23.5% | 2,730 | $226K |
| RoundAngle Advisors LLC | 0.16% | New | 2,713 | $225K |
| SimpliFi, Inc. | 0.09% | Add +0.6% | 2,668 | $221K |
| Arkansas Financial Group, Inc. | 0.03% | Add +3.9% | 2,657 | $220K |
| Trilogy Capital Inc. | 0.01% | Reduce -85.1% | 2,650 | $219K |
| Mariner Investment Group LLC | 0.01% | New | 2,636 | $218K |
| Lewis Asset Management, LLC | 0.09% | Reduce -8.8% | 2,628 | $218K |
| Norris Perne & French LLP | 0.01% | Add +4.0% | 2,615 | $217K |
| Ergawealth Advisors, Inc. | 0.10% | No change | 2,611 | $216K |
| HBW Advisory Services LLC | 0.02% | Reduce -4.6% | 2,578 | $213K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,567 | $213K |
| Park Place Capital Corp | 0.04% | Reduce -50.5% | 2,561 | $212K |
| Seelaus Asset Management LLC | 0.17% | No change | 2,529 | $209K |
| Pettyjohn, Wood & White, Inc. | 0.03% | No change | 2,525 | $209K |
| 1492 Capital Management LLC | 0.08% | No change | 2,520 | $209K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 2,500 | $207K |
| Sovran Advisors, LLC | 0.02% | Add +1.9% | 2,493 | $206K |
| Interactive Financial Advisors, Inc. | 0.13% | Reduce -37.4% | 2,486 | $206K |
| First Wilshire Securities Management Inc. | 0.05% | Reduce -14.8% | 2,486 | $206K |
| Copia Wealth Management | 0.15% | No change | 2,479 | $205K |
| D L Carlson Investment Group Inc. | 0.03% | Add +1.1% | 2,477 | $205K |
| Renasant Bank | 0.14% | Reduce -50.3% | 2,473 | $205K |
| Lawood & Co. | 0.19% | — | 2,470 | $205K |
| Mandatum Life Insurance Co Ltd | 0.05% | No change | 2,470 | $205K |
| Northwest Bancshares, Inc. | 0.04% | New | 2,470 | $205K |
| Centaurus Financial, Inc. | 0.01% | Add +14.1% | 2,439 | $202K |
| Pacific Center for Financial Services | 0.05% | No change | 2,433 | $202K |
| Allium Financial Advisors, LLC | 0.16% | No change | 2,433 | $202K |
| Probity Advisors, Inc. | 0.03% | Reduce -8.9% | 2,432 | $201K |
| Wingate Wealth Advisors, Inc. | 0.11% | Reduce -2.1% | 2,428 | $201K |
| V2 Financial group LLC | 0.10% | No change | 2,418 | $200K |
| Asset Dedication, LLC | 0.01% | Add +17.5% | 2,392 | $198K |
| Crewe Advisors LLC | 0.02% | No change | 2,314 | $192K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -8.3% | 2,307 | $191K |
| Cordgrass Capital Advisors, LLC | 0.05% | No change | 2,299 | $190K |
| Kiker Wealth Management, LLC | 6.28% | Reduce -95.4% | 2,287 | $189K |
| Aventura Private Wealth, LLC | 0.07% | Add +17.4% | 2,236 | $185K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | — | 2,231 | $185K |
| Ransom Advisory, Ltd | 0.07% | New | 2,200 | $182K |
| Roble, Belko & Company, Inc | 0.02% | Add +10.1% | 2,200 | $182K |
| CNB Bank | 0.07% | Add +6.0% | 2,138 | $177K |
| SIMA Wealth Partners, LLC | 0.13% | No change | 2,051 | $170K |
| Private Wealth Asset Management, LLC | 0.02% | Reduce -2.4% | 2,050 | $170K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -81.2% | 2,040 | $169K |
| Raffa Wealth Management, LLC | 0.03% | Add +1.2% | 2,034 | $168K |
| Covestor Ltd | 0.09% | Add +111.2% | 1,987 | $165K |
| Creative Financial Designs Inc. | 0.01% | Add +50.0% | 1,991 | $165K |
| 2UniFi Bank | 0.08% | No change | 1,985 | $164K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,937 | $160K |
| Strategic Advocates LLC | 0.04% | No change | 1,909 | $158K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +1.2% | 1,828 | $151K |
| Horizons Wealth Management | 0.10% | Reduce -0.1% | 1,773 | $147K |
| Ameliora Wealth Management Ltd. | 0.04% | No change | 1,730 | $143K |
| Robinswood Financial LLC | 0.04% | No change | 1,694 | $140K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 1,622 | $134K |
| Deane Retirement Strategies, Inc. | 0.06% | Add +1.1% | 1,611 | $133K |
| Lummis Asset Management, LP | 0.08% | No change | 1,595 | $132K |
| Gables Capital Management Inc. | 0.05% | Add +620.1% | 1,469 | $122K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -46.2% | 1,455 | $121K |
| Essential Partners LLC | 0.04% | Add +1.2% | 1,422 | $118K |
| Eastern Bank | 0.00% | Add +118.7% | 1,360 | $113K |
| Sound Income Strategies, LLC | 0.01% | Add +232.9% | 1,335 | $111K |
| Caldwell Trust Co | 0.01% | No change | 1,249 | $103K |
| Grove Bank & Trust | 0.01% | No change | 1,200 | $99K |
| HighMark Wealth Management LLC | 0.04% | Add +1.3% | 1,197 | $99K |
| Tower View Wealth Management LLC | 0.05% | Reduce -26.6% | 1,153 | $95K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,125 | $93K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 1,116 | $92K |
| Peck Wealth Management, LLC | 0.09% | New | 1,100 | $91K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,100 | $91K |
| St Germain D J Co. Inc. | 0.00% | Reduce -17.4% | 1,043 | $86K |
| Horizon Investments, LLC | 0.00% | Add +177.2% | 1,023 | $85K |
| Optima Capital LLC | 0.04% | Reduce -87.1% | 1,021 | $85K |
| Godfrey Financial Associates, Inc. | 0.07% | — | 1,019 | $84K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 908 | $75K |
| Highline Wealth Partners LLC | 0.02% | No change | 894 | $74K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +233.7% | 891 | $74K |
| Wellington Grp LLC | 0.02% | — | 880 | $73K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 875 | $72K |
| Caitlin John, LLC | 0.05% | Reduce -2.2% | 852 | $71K |
| Darwin Wealth Management, LLC | 0.02% | Add +0.5% | 847 | $70K |
| Morse Asset Management, Inc | 0.01% | Add +561.2% | 800 | $66K |
| Arax Advisory Partners | 0.00% | New | 784 | $65K |
| Breakwater Investment Management | 0.02% | No change | 782 | $65K |
| Bell Investment Advisors, Inc | 0.01% | No change | 765 | $63K |
| Rational Advisors, Inc. | 0.01% | Add +700.0% | 688 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 673 | $56K |
| Chilton Capital Management LLC | 0.00% | No change | 640 | $53K |
| Colonial Trust Advisors | 0.00% | Add +41.8% | 638 | $53K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 615 | $51K |
| Bank of New Hampshire | 0.01% | Reduce -17.0% | 611 | $51K |
| IFS Advisors, LLC | 0.03% | No change | 600 | $50K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 600 | $50K |
| Park Square Financial Group, LLC | 0.27% | Add +1343.6% | 563 | $46K |
| New Republic Capital, LLC | 0.01% | No change | 546 | $45K |
| Union Savings Bank | 0.02% | — | 544 | $45K |
| Triumph Capital Management | 0.01% | New | 532 | $44K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $41K |
| Key Financial Inc | 0.01% | Add +55.0% | 496 | $41K |
| McIlrath & Eck, LLC | 0.00% | No change | 491 | $41K |
| South Plains Financial, Inc. | 0.02% | New | 469 | $39K |
| Bear Mountain Capital, Inc. | 0.01% | Add +22.8% | 464 | $38K |
| Roxbury Financial LLC | 0.03% | Reduce -2.2% | 439 | $36K |
| Van Eck Associates Corp. | 0.00% | No change | 416 | $34K |
| Concord Wealth Partners | 0.00% | Reduce -17.7% | 409 | $34K |
| Y.D. More Investments Ltd | 0.00% | No change | 400 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 400 | $33K |
| Valley National Advisers Inc. | 0.00% | New | 400 | $33K |
| JNBA Financial Advisors | 0.00% | No change | 395 | $33K |
| Millstone Evans Group, LLC | 0.02% | No change | 394 | $33K |
| CENTRAL TRUST Co | 0.00% | No change | 374 | $31K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 362 | $30K |
| Delos Wealth Advisors, LLC | 0.02% | No change | 356 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 355 | $29K |
| Lodestone Wealth Management LLC | 0.01% | New | 347 | $29K |
| Pflug Koory, LLC | 0.01% | Add +1.2% | 336 | $28K |
| West Branch Capital LLC | 0.01% | Add +1.2% | 335 | $28K |
| Howe & Rusling Inc. | 0.00% | Reduce -53.3% | 316 | $26K |
| MCF Advisors LLC | 0.00% | New | 300 | $25K |
| Armor Investment Advisors, LLC | 0.01% | New | 267 | $22K |
| Hollencrest Capital Management | 0.00% | No change | 257 | $21K |
| MidAtlantic Capital Management, Inc. | 0.01% | New | 248 | $21K |
| WealthCollab, LLC | 0.01% | New | 234 | $19K |
| Hanson & Doremus Investment Management | 0.00% | No change | 226 | $19K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 212 | $18K |
| Delta Asset Management LLC | 0.00% | No change | 190 | $16K |
| Measured Wealth Private Client Group, LLC | 0.00% | Add +4.4% | 188 | $16K |
| Atlas Capital Advisors Inc. | 0.00% | — | 188 | $16K |
| Obsidian Cio, LLC | 0.02% | New | 111 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 175 | $14K |
| 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% | No change | 170 | $14K |
| Wilkerson Advisory Group LLC | 0.00% | — | 161 | $13K |
| Addison Advisors LLC | 0.00% | No change | 160 | $13K |
| Colonial Trust Co / SC | 0.00% | Reduce -51.3% | 151 | $13K |
| Avion Wealth | 0.00% | No change | 135 | $11K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 129 | $11K |
| High Note Wealth, LLC | 0.00% | No change | 123 | $10K |
| TD Capital Management LLC | 0.00% | Reduce -40.6% | 120 | $10K |
| Quarry LP | 0.00% | New | 120 | $10K |
| Pacifica Partners Inc. | 0.00% | Reduce -27.6% | 118 | $10K |
| Arlington Trust Co LLC | 0.00% | New | 110 | $9K |
| IMG Wealth Management, Inc. | 0.01% | Add +1.9% | 108 | $9K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 105 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 100 | $8K |
| Harbor Asset Planning, Inc. | 0.01% | New | 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% | No change | 86 | $7K |
| Independence Bank of Kentucky | 0.00% | Reduce -32.3% | 86 | $7K |
| First United Bank & Trust | 0.00% | No change | 85 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 88 | $7K |
| Archer Investment Corp | 0.00% | Add +1.2% | 82 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -31.9% | 81 | $7K |
| Horizon Financial Services, LLC | 0.00% | No change | 75 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 72 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 69 | $6K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 66 | $5K |
| Sawyer & Company, Inc | 0.00% | No change | 65 | $5K |
| Rakuten Securities, Inc. | 0.00% | No change | 54 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 52 | $4K |
| Center for Financial Planning, Inc. | 0.00% | New | 50 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | Add +2.1% | 49 | $4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 48 | $4K |
| Signature Equity Partners, LLC | 0.00% | — | 44 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 36 | $3K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 25 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -16.7% | 20 | $2K |
| Hara Capital LLC | 0.00% | No change | 20 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 15 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 14 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | — | 12 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 11 | $911 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 11 | $911 |
| Vision Retirement, LLC | 0.00% | — | 10 | $828 |
| Catherine Avery Investment Management LLC | 0.00% | No change | 8 | $663 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 8 | $663 |
| Richardson Financial Services Inc. | 0.00% | No change | 5 | $414 |
| Topsail Wealth Management, LLC | 0.00% | New | 5 | $414 |
| Toth Financial Advisory Corp. | 0.00% | Reduce -86.7% | 4 | $332 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -40.0% | 3 | $248 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $90 |
| Balentine LLC | 0.00% | Reduce -99.9% | 1 | $83 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -66.7% | 1 | $44 |
"% 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.