iShares 1-3 Year Treasury BoSHYETF
13F holders, Q1 2026 (March 31)1,224holders +18
96new positions
85sold out
3famous investors
$81.84avg. 13F price*
At the end of Q1 2026, 1,224 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, up 18 from Q4 2025. 96 opened new positions and 85 sold out. The largest holders were Morgan Stanley ($1.9B), Captrust Financial Advisors ($1.6B) and Bank of America Corp. ($1.3B). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $476.2M |
| Exits | 85 | $130.8M |
All 13F filers, Q4 2025 → Q1 2026: 31,103,934 shares bought and 20,141,526 shares sold, net +10,962,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,224 holders
| Morgan Stanley | 0.11% | Reduce -15.4% | 22,530,443 | $1.9B |
| Captrust Financial Advisors | 2.77% | Add +6.8% | 19,190,886 | $1.6B |
| Bank of America Corp. | 0.09% | Add +28.3% | 15,649,532 | $1.3B |
| JPMorgan Chase & Co. | 0.07% | Add +17.9% | 12,507,304 | $1.0B |
| BlackRock, Inc. | 0.02% | Reduce -14.1% | 11,690,655 | $965.3M |
| Ameriprise Financial Inc. | 0.12% | Add +33.5% | 6,404,924 | $528.9M |
| LPL Financial LLC | 0.13% | Reduce -6.7% | 5,873,249 | $485.0M |
| Wells Fargo & Company | 0.09% | Add +9.6% | 5,714,853 | $471.9M |
| Bank of New York Mellon Corp | 0.09% | Add +3.0% | 5,713,736 | $471.8M |
| UBS Group AG | 0.07% | Reduce -2.0% | 4,824,310 | $398.3M |
| Raymond James Financial Inc. | 0.12% | Add +7.6% | 4,578,604 | $378.1M |
| FMR LLC | 0.02% | Add +348.5% | 4,078,817 | $336.8M |
| Bank of Montreal | 0.13% | Add +9.6% | 3,667,773 | $302.8M |
| Envestnet Asset Management Inc. | 0.08% | Add +2.8% | 3,589,997 | $296.4M |
| Royal Bank of Canada | 0.06% | Reduce -1.4% | 3,515,652 | $290.3M |
| Assetmark, Inc. | 0.53% | Add +46.1% | 3,175,680 | $262.2M |
| Pinebridge Investments Asia Ltd. | 78.12% | Reduce -16.2% | 2,737,000 | $226.0M |
| Cerity Partners LLC | 0.29% | Reduce -5.8% | 2,503,641 | $206.7M |
| PNC Financial Services Group, Inc. | 0.12% | Add +18.1% | 2,428,740 | $200.5M |
| Truist Financial Corp. | 0.26% | Add +0.2% | 2,303,377 | $190.2M |
| Stifel Financial Corp. | 0.11% | Add +9.0% | 1,505,922 | $124.3M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +14.8% | 1,481,506 | $122.3M |
| Focus Partners Wealth | 0.11% | Reduce -5.3% | 1,249,777 | $103.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.6% | 1,222,342 | $100.9M |
| Smithfield Trust Co | 4.02% | Add +0.4% | 1,116,682 | $92.2M |
| Manufacturers Life Insurance Company, The | 0.08% | Reduce -51.3% | 1,090,879 | $90.1M |
| Steward Partners Investment Advisory, LLC | 0.45% | Reduce -27.1% | 1,073,029 | $88.6M |
| McElhenny Sheffield Capital Management, LLC | 21.80% | New | 1,065,147 | $87.9M |
| Wealthfront Advisers LLC | 0.18% | Add +35.8% | 1,014,778 | $83.8M |
| GenWealth Group, Inc. | 14.07% | New | 996,294 | $82.3M |
| TFC Financial Management, Inc. | 10.08% | Add +6.2% | 990,689 | $81.8M |
| Osaic Holdings, Inc. | 0.12% | Add +18.3% | 976,996 | $80.7M |
| Americana Partners, LLC | 2.05% | Add +11164.7% | 954,683 | $78.8M |
| Tanglewood Wealth Management, Inc. | 6.38% | Add +12543.4% | 932,323 | $77.0M |
| Lido Advisors, LLC | 0.30% | Add +6.8% | 929,810 | $76.8M |
| Transmarket Holdings LP | 40.79% | Add +88.8% | 924,845 | $76.4M |
| AIA Group Ltd | 1.07% | Add +18.5% | 890,071 | $73.5M |
| Bleakley Financial Group, LLC | 1.14% | Reduce -1.0% | 883,398 | $72.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -21.4% | 882,245 | $72.8M |
| CWA Asset Management Group, LLC | 2.49% | Add +2.2% | 877,639 | $72.5M |
| Citigroup Inc. | 0.04% | Reduce -39.1% | 834,633 | $68.9M |
| TD Private Client Wealth LLC | 1.42% | Reduce -8.5% | 831,189 | $68.6M |
| Evergreen Capital Management LLC | 1.48% | Add +11.8% | 823,328 | $68.0M |
| Beacon Investment Advisory Services, Inc. | 2.68% | Add +5.0% | 782,135 | $64.6M |
| Quent Capital, LLC | 4.52% | Add +19.7% | 772,073 | $63.8M |
| US Bancorp \de | 0.08% | Reduce -1.9% | 765,280 | $63.2M |
| GM Advisory Group, LLC | 2.41% | Add +2.1% | 757,390 | $62.5M |
| Barclays PLC | 0.02% | Reduce -61.9% | 749,919 | $61.9M |
| HighTower Advisors, LLC | 0.07% | Reduce -14.6% | 749,144 | $61.9M |
| Atwood & Palmer Inc. | 3.34% | Add +3.2% | 717,219 | $59.2M |
| Amundi | 0.02% | Reduce -0.0% | 669,900 | $55.3M |
| Mizuho Markets Cayman LP | 2.89% | Reduce -55.9% | 650,000 | $53.7M |
| Fifth Third Bancorp | 0.10% | Add +121.3% | 645,218 | $53.3M |
| Mesirow Financial Investment Management, Inc. | 0.86% | Add +260.2% | 641,570 | $53.0M |
| Cetera Investment Advisers | 0.05% | Add +6.2% | 613,460 | $50.7M |
| Scopus Asset Management, L.P. | 1.57% | No change | 605,726 | $50.0M |
| Fisher Asset Management | 0.02% | Add +6.7% | 604,783 | $49.9M |
| MML Investors Services, LLC | 0.13% | Reduce -22.4% | 588,116 | $48.6M |
| Pinnacle Financial Partners, Inc. | 0.36% | Reduce -7.1% | 575,105 | $47.5M |
| Guggenheim Capital LLC | 0.38% | Reduce -4.4% | 573,020 | $47.3M |
| America First Investment Advisors, LLC | 8.27% | Add +6.3% | 537,036 | $44.3M |
| Silicon Valley Capital Partners | 4.14% | Reduce -3.8% | 511,999 | $42.3M |
| Stephens Inc. | 0.52% | Add +3.8% | 503,696 | $41.6M |
| Modern Wealth Management, LLC | 0.66% | Add +8.3% | 469,791 | $38.7M |
| Private Advisor Group, LLC | 0.17% | Add +24.2% | 448,935 | $37.1M |
| Curi Capital, LLC | 0.64% | Add +1.4% | 436,635 | $36.1M |
| M&T Bank Corp | 0.12% | Add +15.8% | 430,204 | $35.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +5.3% | 423,090 | $34.9M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -6.2% | 421,143 | $34.8M |
| Dakota Wealth Management | 0.75% | Add +6.1% | 420,006 | $34.7M |
| Farther Finance Advisors, LLC | 0.32% | Add +30.3% | 415,585 | $34.2M |
| Advisors Preferred, LLC | 4.99% | New | 410,623 | $33.9M |
| Keybank National Association | 0.12% | Add +12.8% | 409,537 | $33.8M |
| CX Institutional | 1.03% | Add +1.7% | 408,854 | $33.8M |
| Zacks Investment Management | 0.26% | Add +9.5% | 399,079 | $33.0M |
| Anchor Capital Advisors LLC | 0.94% | Add +58.7% | 398,796 | $32.9M |
| Edge Wealth Management LLC | 5.51% | Add +1.9% | 390,457 | $32.2M |
| SouthState Bank Corp | 1.49% | Reduce -3.6% | 387,632 | $32.0M |
| Proficio Capital Partners LLC | 1.71% | Reduce -35.7% | 387,079 | $32.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -22.2% | 441,671 | $31.9M |
| Allianz SE | 0.33% | Add +4.4% | 365,401 | $30.2M |
| Corient Private Wealth LP | 0.04% | Reduce -0.9% | 355,543 | $29.2M |
| Mariner, LLC | 0.03% | Add +12.4% | 352,696 | $29.1M |
| Advisory Services Network, LLC | 0.37% | Add +0.6% | 340,654 | $28.1M |
| Fiduciary Group, LLC | 2.38% | Reduce -2.5% | 337,819 | $27.9M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 20.62% | Add +2884.4% | 334,883 | $27.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.19% | Add +785.6% | 332,168 | $27.3M |
| Santa Clara Valley Transportation Authority | 22.63% | No change | 329,537 | $27.2M |
| Element Pointe Advisors, LLC | 5.09% | Reduce -2.7% | 326,561 | $27.0M |
| Financial Consulate, Inc. | 3.33% | New | 323,277 | $26.7M |
| Strategic Investment Advisors / MI | 1.83% | Add +82.0% | 321,540 | $26.6M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +4.6% | 319,290 | $26.4M |
| Innova Wealth Partners | 12.49% | Add +134.6% | 318,143 | $26.3M |
| Ashton Thomas Private Wealth, LLC | 0.61% | Add +20.5% | 312,333 | $25.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +7.5% | 309,586 | $25.6M |
| Heritage Oak Wealth Advisors LLC | 8.11% | New | 309,201 | $25.5M |
| DRW Securities, LLC | 1.37% | Add +204.0% | 304,727 | $25.2M |
| Sigma Planning Corp | 0.70% | Add +3.0% | 303,288 | $25.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -25.7% | 299,915 | $24.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -1.2% | 300,715 | $24.8M |
| Scotia Capital Inc. | 0.10% | Add +0.3% | 298,512 | $24.6M |
| NewEdge Advisors, LLC | 0.09% | Add +98.7% | 296,762 | $24.5M |
| Birchcreek Wealth Management, LLC | 11.63% | Add +2.8% | 292,449 | $24.1M |
| Moment Partners, LLC | 4.24% | New | 288,044 | $23.8M |
| Baird Financial Group, Inc. | 0.04% | Add +5.6% | 287,752 | $23.8M |
| Nixon Peabody Trust Co. | 1.85% | Add +3.7% | 282,107 | $23.3M |
| OneDigital Investment Advisors LLC | 0.23% | Reduce -5.1% | 281,972 | $23.3M |
| Johnson Investment Counsel Inc. | 0.19% | New | 279,548 | $23.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +26.1% | 278,431 | $23.0M |
| Kingsview Wealth Management, LLC | 0.31% | Add +151.0% | 271,122 | $22.4M |
| Clarity Financial LLC | 2.35% | Add +4.3% | 262,188 | $21.6M |
| West Virginia University Foundation, Inc | 1.32% | New | 261,567 | $21.6M |
| Mader & Shannon Wealth Management, Inc. | 9.61% | Reduce -25.1% | 251,457 | $20.8M |
| Cerity Partners OCIO LLC | 1.21% | Add +223.7% | 244,395 | $20.2M |
| Dynamic Advisor Solutions LLC | 0.64% | Reduce -6.9% | 244,153 | $20.2M |
| NorthCoast Asset Management LLC | 0.47% | Reduce -1.4% | 243,150 | $20.1M |
| Procyon Advisors, LLC | 0.98% | Reduce -11.6% | 241,420 | $19.9M |
| Jones Financial Companies LLLP | 0.01% | Add +15.4% | 236,598 | $19.5M |
| Ascent Group, LLC | 0.67% | Add +28.3% | 234,801 | $19.4M |
| CVS HEALTH Corp | 9.07% | New | 233,100 | $19.2M |
| Peapack Gladstone Financial Corp. | 0.24% | Reduce -2.3% | 230,419 | $19.0M |
| Concurrent Investment Advisors, LLC | 0.21% | Reduce -12.3% | 228,030 | $18.8M |
| Ballast, Inc. | 4.23% | Add +3.3% | 221,415 | $18.3M |
| Virtue Capital Management, LLC | 2.68% | Add +1549.5% | 213,578 | $17.6M |
| Wealthspire Retirement, LLC | 1.05% | Add +12.2% | 211,813 | $17.5M |
| Insight 2811, Inc. | 7.58% | Add +1.4% | 211,194 | $17.4M |
| Cabot Wealth Management Inc. | 1.99% | Add +3.5% | 209,768 | $17.3M |
| MBL Wealth, LLC | 1.30% | Add +6.8% | 207,071 | $17.1M |
| Portfolio Design Labs, LLC | 3.02% | Add +39.6% | 205,958 | $17.0M |
| Global Trust Asset Management, LLC | 6.41% | Add +10.0% | 202,776 | $16.7M |
| Acorns Advisers, LLC | 0.12% | Add +0.1% | 201,237 | $16.6M |
| DT Investment Partners, LLC | 1.38% | Add +4.8% | 200,329 | $16.5M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -21.8% | 199,938 | $16.5M |
| Montag A & Associates Inc. | 0.77% | Add +10.9% | 199,863 | $16.5M |
| Orion Porfolio Solutions, LLC | 0.14% | Reduce -7.8% | 199,455 | $16.5M |
| Bartlett & Co. Wealth Management LLC | 0.20% | Reduce -14.6% | 194,098 | $16.0M |
| HSBC Holdings PLC | 0.01% | Reduce -8.4% | 190,566 | $15.7M |
| Meeder Asset Management Inc. | 0.87% | No change | 184,739 | $15.3M |
| Hughes Financial Services, LLC | 2.29% | Add +2.7% | 180,139 | $14.9M |
| Clear Wave Wealth Management LLC | 3.76% | — | 179,261 | $14.8M |
| StrongBox Wealth, LLC | 4.71% | Add +8.4% | 178,319 | $14.7M |
| Elevate Capital Advisors, LLC | 9.45% | Add +183.5% | 176,886 | $14.6M |
| Camden National Bank | 1.94% | Add +11.3% | 174,078 | $14.4M |
| Ifrah Financial Services, Inc. | 3.77% | Add +13.5% | 172,642 | $14.3M |
| Salomon & Ludwin, LLC | 1.27% | Add +12.1% | 170,913 | $14.2M |
| Pallas Capital Advisors LLC | 0.53% | New | 171,450 | $14.2M |
| Money Concepts Capital Corp. | 0.77% | Add +214.3% | 167,601 | $13.8M |
| Foundations Investment Advisors, LLC | 0.17% | Add +11.4% | 162,457 | $13.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -12.4% | 161,498 | $13.3M |
| Members Advisory Group LLC | 4.57% | New | 161,373 | $13.3M |
| 1832 Asset Management L.P. | 0.02% | Add +2.3% | 157,401 | $13.0M |
| Leuthold Group, LLC | 1.38% | Add +1.3% | 157,002 | $13.0M |
| Archford Capital Strategies, LLC | 1.47% | Add +404.4% | 155,651 | $12.9M |
| Barry Investment Advisors, LLC | 2.82% | Add +19.2% | 154,991 | $12.8M |
| IFP Advisors, Inc | 0.27% | Add +39.7% | 154,817 | $12.8M |
| Traphagen Investment Advisors LLC | 1.02% | Reduce -6.6% | 153,125 | $12.6M |
| AdvisorNet Financial, Inc | 0.65% | Add +1.4% | 152,478 | $12.6M |
| D.A. Davidson & Co. | 0.08% | Add +15.6% | 152,471 | $12.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +48.3% | 150,877 | $12.5M |
| Cambient Family Office, LLC | 1.73% | Reduce -11.4% | 149,814 | $12.4M |
| Integrated Wealth Concepts LLC | 0.10% | Add +1.6% | 147,415 | $12.2M |
| Argent Advisors, Inc. | 3.31% | Add +1.4% | 146,725 | $12.1M |
| Parkway Wealth Management Group, LLC | 1.53% | Add +6.3% | 146,740 | $12.1M |
| Park Avenue Securities LLC | 0.09% | Add +65.0% | 146,396 | $12.1M |
| Clearstead Advisors, LLC | 0.11% | Add +67.4% | 145,672 | $12.0M |
| Capital Investment Services of America, Inc. | 1.24% | Reduce -0.5% | 144,350 | $11.9M |
| Criteria Caixa, S.A.U. | 50.24% | No change | 2,000,000 | $11.8M |
| BNP Paribas Financial Markets | 0.01% | Add +20.9% | 142,615 | $11.8M |
| Creative Planning | 0.01% | Reduce -9.0% | 141,791 | $11.7M |
| First American Trust, FSB | 0.76% | Add +3.8% | 137,625 | $11.4M |
| Net Worth Advisory Group | 2.32% | Add +1.6% | 135,598 | $11.2M |
| Cwm, LLC | 0.03% | Add +8.9% | 133,136 | $11.0M |
| Main Management LLC | 0.80% | Add +498.5% | 132,756 | $11.0M |
| Northstar Advisory Group, LLC | 4.06% | New | 128,988 | $10.7M |
| Brookstone Capital Management | 0.12% | Add +15.0% | 128,219 | $10.6M |
| Morris Financial Concepts, Inc. | 3.58% | Add +8.5% | 127,556 | $10.5M |
| Bearing Point Capital, LLC | 1.65% | Add +7.5% | 127,532 | $10.5M |
| MAI Capital Management | 0.06% | Reduce -35.5% | 124,653 | $10.3M |
| MBA Advisors LLC | 3.94% | Add +10.5% | 124,132 | $10.2M |
| James Investment Research, Inc. | 1.13% | Reduce -2.8% | 122,478 | $10.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.21% | Reduce -1.4% | 122,409 | $10.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +2.5% | 119,744 | $9.9M |
| Pointe Capital Management LLC | 4.85% | Add +8.5% | 118,543 | $9.8M |
| Partners Capital Investment Group, LLP | 0.37% | Add +10.8% | 117,887 | $9.7M |
| McKinley Carter Wealth Services, Inc. | 0.55% | Add +373.4% | 115,955 | $9.6M |
| Little House Capital LLC | 2.47% | Add +54.6% | 115,875 | $9.6M |
| Everstar Asset Management, LLC | 5.06% | Reduce -3.3% | 115,152 | $9.5M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -12.2% | 114,783 | $9.5M |
| Flputnam Investment Management Co. | 0.14% | Reduce -6.2% | 114,331 | $9.4M |
| World Investment Advisors | 0.15% | Reduce -2.1% | 114,008 | $9.4M |
| Pure Financial Advisors, LLC | 0.14% | Add +5.4% | 113,796 | $9.4M |
| Graybill Wealth Management, LTD. | 2.85% | Add +5.4% | 113,233 | $9.3M |
| Alamar Capital Management, LLC | 5.71% | Add +16.8% | 113,224 | $9.3M |
| Becker Capital Management Inc. | 0.27% | Add +78.9% | 112,160 | $9.3M |
| Buttonwood Financial Advisors Inc. | 3.06% | Add +5.3% | 110,735 | $9.1M |
| Symmetry Partners, LLC | 0.52% | Add +2.6% | 110,020 | $9.1M |
| Betterment LLC | 0.02% | Add +8.4% | 107,647 | $8.9M |
| Dogwood Wealth Management LLC | 3.85% | Add +5.0% | 107,381 | $8.9M |
| LWM Advisors Inc. | 7.69% | Add +0.6% | 107,313 | $8.9M |
| JFS Wealth Advisors, LLC | 0.49% | Reduce -6.1% | 106,582 | $8.8M |
| Spectrum Strategic Capital Management, LLC | 4.74% | Reduce -0.7% | 106,551 | $8.8M |
| Invariant Investment Management | 5.40% | Reduce -0.8% | 106,422 | $8.8M |
| Members Trust Co | 0.29% | Reduce -4.3% | 105,463 | $8.7M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -47.1% | 105,038 | $8.7M |
| Main Street Financial Solutions, LLC | 0.63% | New | 104,450 | $8.6M |
| NerdWallet Wealth Partners, LLC | 3.74% | Reduce -7.1% | 103,691 | $8.6M |
| Beacon Wealthcare LLC | 3.01% | Add +2.3% | 103,519 | $8.5M |
| Waverly Advisors, LLC | 0.06% | Add +48.0% | 103,002 | $8.5M |
| National Bank of Canada | 0.01% | Add +42.2% | 102,136 | $8.4M |
| Silver Oak Securities, Incorporated | 0.61% | Add +9.1% | 101,859 | $8.4M |
| Premier Path Wealth Partners, LLC | 1.09% | Reduce -12.0% | 101,739 | $8.4M |
| Midwest Heritage Bank, FSB | 2.67% | Add +23.2% | 100,955 | $8.3M |
| Shira Ridge Wealth Management | 3.28% | Add +102.6% | 100,447 | $8.3M |
| Eley Financial Management, Inc | 2.99% | Add +2.6% | 100,280 | $8.3M |
| Tidal Investments LLC | 0.03% | New | 99,828 | $8.2M |
| National Philanthropic Trust | 0.09% | Add +10.4% | 97,793 | $8.1M |
| KFA Private Wealth Group, LLC | 1.93% | Add +5.7% | 97,461 | $8.0M |
| Principal Securities, Inc. | 0.12% | Add +147.0% | 97,229 | $8.0M |
| Bulltick Wealth Management, LLC | 1.77% | Add +20.5% | 97,005 | $8.0M |
| Spire Wealth Management | 0.27% | Add +1.6% | 96,345 | $8.0M |
| Heck Capital Advisors, LLC | 0.59% | Reduce -19.1% | 95,642 | $7.9M |
| Mutual Advisors, LLC | 0.17% | Add +5.7% | 95,419 | $7.9M |
| Angeles Wealth Management, LLC | 0.43% | Reduce -13.4% | 94,954 | $7.8M |
| Equitable Holdings, Inc. | 0.05% | Add +12.6% | 94,289 | $7.8M |
| Cascade Financial Partners, LLC | 0.80% | Reduce -40.5% | 93,900 | $7.8M |
| First Heartland Consultants, Inc. | 0.58% | Add +297.6% | 92,145 | $7.6M |
| Independence Financial Advisors, LLC | 2.25% | Add +2.8% | 90,911 | $7.5M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -9.1% | 90,453 | $7.5M |
| Durante & Waters, LLC | 5.40% | Reduce -1.1% | 90,300 | $7.5M |
| Jaffetilchin Investment Partners, LLC | 0.44% | Reduce -73.2% | 89,845 | $7.4M |
| Ancora Advisors LLC | 0.16% | Reduce -4.4% | 89,686 | $7.4M |
| Values First Advisors, Inc. | 3.85% | Add +2.3% | 89,406 | $7.4M |
| BayBridge Capital Group, LLC | 4.55% | No change | 88,665 | $7.3M |
| Well Done, LLC | 1.07% | Add +42.9% | 88,181 | $7.3M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +22.7% | 88,153 | $7.3M |
| Cerro Pacific Wealth Advisors LLC | 1.89% | Add +13.6% | 87,220 | $7.2M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Reduce -5.3% | 86,138 | $7.1M |
| Patriot Investment Management Group, Inc. | 0.45% | Add +0.9% | 85,802 | $7.1M |
| NBT Bank, N.A. | 0.46% | Reduce -6.6% | 85,336 | $7.0M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +9.1% | 85,184 | $7.0M |
| Brady Family Wealth, LLC | 2.19% | Add +18.2% | 84,997 | $7.0M |
| Allianz Asset Management GmbH | 0.01% | Add +51.8% | 84,773 | $7.0M |
| Independent Solutions Wealth Management, LLC | 1.03% | Add +4.9% | 84,761 | $7.0M |
| Donoghue Forlines LLC | 1.93% | New | 84,477 | $7.0M |
| DAVENPORT & Co LLC | 0.04% | Reduce -1.4% | 84,449 | $7.0M |
| Alterna Wealth Management, Inc. | 5.23% | Add +10.0% | 83,563 | $6.9M |
| &partners | 0.03% | Reduce -5.5% | 83,517 | $6.9M |
| Patten & Patten Inc. | 0.42% | Reduce -4.7% | 83,352 | $6.9M |
| Boltwood Capital Management | 1.75% | Add +5.5% | 83,325 | $6.9M |
| Napier Financial, LLC | 1.58% | Reduce -0.5% | 83,257 | $6.9M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +8.2% | 81,759 | $6.8M |
| Broyhill Asset Management, LLC | 6.62% | Reduce -20.4% | 81,724 | $6.7M |
| Perigon Wealth Management, LLC | 0.12% | Add +3.1% | 81,353 | $6.7M |
| Lake Hills Wealth Management, LLC | 3.72% | Reduce -64.8% | 80,619 | $6.7M |
| Kooman & Associates | 1.97% | Add +2.5% | 79,939 | $6.6M |
| SevenBridge Financial Group, LLC | 1.02% | Reduce -3.7% | 79,151 | $6.5M |
| Layline Advisors, LLC | 7.30% | — | 79,081 | $6.5M |
| Syntax Research, Inc. | 4.15% | Add +0.0% | 79,048 | $6.5M |
| Sugar Maple Asset Management, LLC | 3.96% | Add +0.8% | 78,918 | $6.5M |
| Balefire, LLC | 1.22% | Reduce -40.5% | 78,270 | $6.5M |
| Larson Financial Group LLC | 0.20% | Add +92.6% | 76,423 | $6.3M |
| Bouvel Investment Partners, LLC | 1.82% | Reduce -2.1% | 76,128 | $6.3M |
| Modus Advisors, LLC | 1.73% | Add +9.4% | 76,053 | $6.3M |
| Mariner Investment Group LLC | 3.22% | Add +2776.2% | 75,817 | $6.3M |
| Able Wealth Management LLC | 1.67% | Add +8.2% | 75,529 | $6.2M |
| Focus Financial Network, Inc. | 0.22% | Reduce -22.0% | 75,444 | $6.2M |
| Great Lakes Retirement, Inc. | 0.64% | Add +10.3% | 75,292 | $6.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +51.6% | 75,220 | $6.2M |
| Bison Wealth, LLC | 0.60% | Add +2.5% | 75,446 | $6.2M |
| Mgo One Seven LLC | 0.12% | Add +1100.8% | 74,965 | $6.2M |
| Capasso Planning Partners LLC | 3.33% | Add +4.9% | 74,705 | $6.2M |
| Strategic Blueprint, LLC | 0.36% | Add +3.1% | 74,646 | $6.2M |
| Citizens Financial Group Inc. | 0.09% | Add +9.2% | 74,581 | $6.2M |
| American Wealth Advisors, LLC | 6.38% | Reduce -1.4% | 74,182 | $6.1M |
| Wellington-Altus USA Inc. | 3.60% | Add +656.7% | 74,278 | $6.1M |
| Range Advisory, LLC | 1.12% | Add +51.5% | 73,285 | $6.1M |
| Biltmore Family Office, LLC | 0.84% | Add +6.6% | 72,823 | $6.0M |
| Blair William & Co. | 0.02% | Add +9.9% | 72,800 | $6.0M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -65.1% | 72,424 | $6.0M |
| Greenspring Advisors, LLC | 0.36% | Add +1.7% | 71,652 | $5.9M |
| First Citizens Bank & Trust Co. | 0.12% | Reduce -2.7% | 70,758 | $5.8M |
| Thayer Partners, LLC / MA | 2.78% | Add +2.9% | 70,640 | $5.8M |
| Palumbo Wealth Management LLC | 1.41% | Add +825.1% | 70,215 | $5.8M |
| Glenview Trust Co | 0.09% | Reduce -0.1% | 70,044 | $5.8M |
| Intrua Financial, LLC | 0.62% | Add +409.8% | 69,725 | $5.8M |
| Leavell Investment Management, Inc. | 0.24% | Add +2.9% | 69,477 | $5.7M |
| UMB Bank, n.a. | 0.08% | Reduce -27.4% | 68,845 | $5.7M |
| Fifth Third Securities, Inc. | 0.37% | Add +67.8% | 68,583 | $5.7M |
| Fidelity D & D Bancorp Inc. | 2.24% | Add +6.1% | 67,727 | $5.6M |
| Koa Wealth Management, LLC | 3.99% | Reduce -3.3% | 66,763 | $5.5M |
| Banco Santander, S.A. | 0.04% | Add +6.9% | 66,511 | $5.5M |
| AE Wealth Management LLC | 0.03% | Add +104.7% | 66,504 | $5.5M |
| Oxbow Advisors, LLC | 0.47% | Add +51.7% | 66,353 | $5.5M |
| Checchi Capital Advisers, LLC | 0.37% | Reduce -0.5% | 65,968 | $5.4M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +80.3% | 65,728 | $5.4M |
| Semitam Bonam LLC | 4.35% | Add +9.6% | 64,431 | $5.3M |
| Aries Wealth Management | 1.15% | Add +10.9% | 63,163 | $5.2M |
| Sterling Manor Financial, LLC | 3.26% | Add +0.1% | 63,035 | $5.2M |
| One Day In July LLC | 0.42% | Add +1.8% | 62,970 | $5.2M |
| Merit Financial Group, LLC | 0.04% | Reduce -7.5% | 62,784 | $5.2M |
| Mount Lucas Management LP | 1.91% | Add +161.0% | 62,719 | $5.2M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +0.6% | 62,594 | $5.2M |
| Kiker Wealth Management, LLC | 2.45% | Add +2615.6% | 62,105 | $5.1M |
| MinichMacGregor Wealth Management, LLC | 0.89% | Add +10.3% | 61,167 | $5.1M |
| Snowden Capital Advisors LLC | 0.13% | Reduce -0.2% | 60,581 | $5.0M |
| Engineers Gate Manager LP | 0.06% | Add +393.9% | 60,565 | $5.0M |
| Guidance Capital, Inc. | 1.11% | Add +207.2% | 60,003 | $4.9M |
| Arete Wealth Advisors, LLC | 0.37% | Add +3.5% | 59,390 | $4.9M |
| Axxcess Wealth Management, LLC | 0.15% | Add +3.2% | 57,968 | $4.8M |
| SigFig Wealth Management, LLC | 0.14% | Add +2.6% | 57,430 | $4.7M |
| Compass Wealth Management, LLC | 2.02% | New | 57,173 | $4.7M |
| First National Bank of Omaha | 0.15% | Reduce -1.1% | 57,218 | $4.7M |
| Discovery Capital Management, LLC / CT | 0.24% | Add +594.6% | 56,657 | $4.7M |
| Franklin Resources Inc. | 0.00% | Add +14.7% | 55,766 | $4.6M |
| Connecticut Wealth Management, LLC | 0.19% | Add +24.4% | 55,323 | $4.6M |
| PCG Asset Management, LLC | 3.63% | Add +1.9% | 55,040 | $4.5M |
| WESCAP Management Group, Inc. | 0.89% | Add +9.4% | 54,901 | $4.5M |
| Keel Point, LLC | 0.30% | Add +42.7% | 54,790 | $4.5M |
| Rothschild Wealth LLC | 0.41% | Add +41.9% | 54,775 | $4.5M |
| Schroder Investment Management Group | 0.00% | No change | 54,821 | $4.5M |
| Gemmer Asset Management LLC | 0.35% | Reduce -17.3% | 54,202 | $4.5M |
| Tiaa Trust, National Association | 0.27% | Reduce -51.7% | 54,131 | $4.5M |
| NorthCrest Asset Manangement, LLC | 0.14% | Reduce -11.8% | 54,175 | $4.5M |
| FWL Investment Management, LLC | 0.98% | Add +331.3% | 53,853 | $4.4M |
| Prepared Retirement Institute LLC | 2.18% | Reduce -1.7% | 53,296 | $4.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.02% | — | 53,043 | $4.4M |
| Van Hulzen Asset Management, LLC | 0.32% | Reduce -15.0% | 52,467 | $4.3M |
| MFA Wealth Services | 2.86% | Reduce -7.2% | 52,343 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -6.6% | 52,043 | $4.3M |
| Aua Capital Management, LLC | 2.18% | Reduce -2.6% | 51,759 | $4.3M |
| Integrated Advisors Network LLC | 0.22% | Reduce -27.5% | 51,255 | $4.2M |
| Stock Yards Bank & Trust Co. | 0.13% | Reduce -18.5% | 50,756 | $4.2M |
| Blue Fin Capital, Inc. | 0.68% | Add +45.2% | 50,218 | $4.1M |
| Hilltop Holdings Inc. | 0.38% | Add +637.2% | 50,090 | $4.1M |
| Cambiar Investors LLC | 0.19% | Add +0.9% | 49,707 | $4.1M |
| Phoenix Financial Ltd. | 0.04% | Add +1077.5% | 49,561 | $4.1M |
| Wealthedge Investment Advisors, LLC | 1.50% | Add +38.7% | 49,328 | $4.1M |
| Flagship Private Wealth, LLC | 1.65% | Add +25.5% | 49,273 | $4.1M |
| AQR Capital Management | 0.00% | Add +176.3% | 49,211 | $4.1M |
| Crescent Grove Advisors, LLC | 0.40% | Reduce -6.5% | 48,806 | $4.0M |
| Parallel Advisors, LLC | 0.07% | Add +3.9% | 48,401 | $4.0M |
| Independent Advisor Alliance | 0.04% | Add +1358.3% | 48,300 | $4.0M |
| Independent Wealth Advisors LLC | 3.87% | Add +10.4% | 47,728 | $3.9M |
| Eagle Global Advisors LLC | 0.14% | Reduce -87.5% | 47,205 | $3.9M |
| Martin Capital Partners, LLC | 1.42% | Reduce -0.7% | 46,308 | $3.8M |
| Corecam Pte. Ltd. | 1.66% | No change | 46,269 | $3.8M |
| JGP Wealth Management, LLC | 0.40% | Reduce -1.7% | 46,247 | $3.8M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.27% | Reduce -10.3% | 46,145 | $3.8M |
| Wescott Financial Advisory Group, LLC | 0.33% | Add +17.1% | 45,451 | $3.8M |
| Aspiriant, LLC | 0.11% | Add +7.8% | 45,441 | $3.8M |
| Efficient Advisors, LLC | 0.26% | Reduce -27.4% | 44,994 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.1% | 44,890 | $3.7M |
| Perennial Advisors, LLC | 0.63% | Add +5.4% | 44,753 | $3.7M |
| Bfsg, LLC | 0.35% | Add +8.7% | 44,471 | $3.7M |
| Liberty Atlantic Advisors LLC | 3.13% | Add +56.3% | 44,360 | $3.7M |
| MMBG Investment Advisors Co. | 0.33% | Add +1.8% | 43,949 | $3.6M |
| Hudock, Inc. | 0.53% | Add +19.3% | 43,596 | $3.6M |
| Ieq Capital, LLC | 0.02% | New | 43,396 | $3.6M |
| Beam Wealth Advisors, Inc. | 0.89% | Reduce -21.1% | 43,318 | $3.6M |
| Topel & Distasi Wealth Management, LLC | 1.83% | Reduce -0.5% | 42,967 | $3.5M |
| Western Wealth Management, LLC | 0.13% | Add +456.5% | 42,415 | $3.5M |
| HCR Wealth Advisors | 0.36% | Reduce -15.5% | 41,996 | $3.5M |
| Apella Capital, LLC | 0.05% | Add +5.8% | 41,955 | $3.5M |
| Compound Planning, Inc. | 0.11% | Reduce -6.9% | 41,874 | $3.5M |
| Composition Wealth, LLC | 0.05% | Add +30.8% | 41,754 | $3.4M |
| Ascentis Independent Advisors | 0.26% | Add +72.0% | 41,639 | $3.4M |
| Peoples Bank | 2.11% | Add +1.9% | 41,606 | $3.4M |
| Millennium Management | 0.00% | Add +453.5% | 41,598 | $3.4M |
| LightSquare Wealth Management, LLC | 2.57% | — | 41,566 | $3.4M |
| Winch Advisory Services, LLC | 0.78% | Reduce -0.4% | 41,453 | $3.4M |
| Performance Wealth Partners, LLC | 0.10% | Add +3.9% | 41,045 | $3.4M |
| All Terrain Financial Advisors, LLC | 1.05% | Add +2.1% | 40,667 | $3.4M |
| Petros Family Wealth, LLC | 2.38% | New | 40,428 | $3.3M |
| Rothschild Investment LLC | 0.17% | Add +13.2% | 40,275 | $3.3M |
| Mascoma Wealth Management LLC | 0.69% | Add +63.9% | 40,186 | $3.3M |
| Discipline Wealth Solutions, LLC | 0.35% | Add +73.6% | 40,177 | $3.3M |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Reduce -1.9% | 40,151 | $3.3M |
| Commerce Bank | 0.02% | Add +5.5% | 40,013 | $3.3M |
| Global Endowment Management, LP | 0.37% | No change | 40,000 | $3.3M |
| VestGen Advisors, LLC | 0.09% | Add +34.5% | 40,140 | $3.3M |
| Allworth Financial LP | 0.01% | Reduce -2.6% | 39,629 | $3.3M |
| Arkadios Wealth Advisors | 0.05% | Reduce -7.2% | 39,326 | $3.2M |
| Blue Capital, Inc. | 2.12% | New | 39,260 | $3.2M |
| Westwood Wealth Management | 1.27% | New | 39,050 | $3.2M |
| DSG Capital Advisors, LLC | 0.52% | Reduce -0.1% | 39,045 | $3.2M |
| Ameritas Advisory Services, LLC | 0.13% | Add +27.3% | 38,945 | $3.2M |
| Harbor Investment Advisory, LLC | 0.25% | Reduce -25.4% | 38,603 | $3.2M |
| ARS Wealth Advisors Group, LLC | 0.27% | Add +705.5% | 38,374 | $3.2M |
| Strategies Wealth Advisors, LLC | 0.32% | Add +345.1% | 38,282 | $3.2M |
| Investment House LLC | 0.16% | Reduce -3.0% | 38,275 | $3.2M |
| Prudential PLC | 0.02% | New | 38,155 | $3.2M |
| Investment Advisory Group, LLC | 0.80% | Add +1.5% | 38,057 | $3.1M |
| Park Edge Advisors, LLC | 0.72% | Reduce -1.5% | 37,948 | $3.1M |
| Financial Management Network Inc. | 0.48% | Reduce -1.5% | 37,735 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +1.1% | 37,445 | $3.1M |
| CPR Investments Inc. | 2.06% | Add +7.9% | 37,383 | $3.1M |
| Plan Group Financial, LLC | 0.72% | Add +37.8% | 37,285 | $3.1M |
| Private Advisory Group LLC | 0.21% | Add +2.8% | 37,111 | $3.1M |
| Quadrant Capital Group LLC | 0.09% | Add +6.8% | 37,038 | $3.1M |
| Smartleaf Asset Management LLC | 0.11% | Add +33.1% | 36,999 | $3.1M |
| Trek Financial, LLC | 0.16% | Reduce -11.3% | 36,876 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +0.1% | 36,523 | $3.0M |
| Independent Financial Group, LLC | 0.07% | Reduce -10.6% | 36,038 | $3.0M |
| SpringVest Wealth Management LLC | 2.03% | Add +3.1% | 36,029 | $3.0M |
| Bienville Capital Management, LLC | 0.56% | Add +113.7% | 35,914 | $3.0M |
| Rooted Wealth Advisors, Inc. | 0.78% | Add +20.7% | 35,814 | $3.0M |
| Wedbush Securities Inc. | 0.09% | Add +17.4% | 35,808 | $3.0M |
| IHT Wealth Management, LLC | 0.07% | Reduce -20.1% | 35,468 | $2.9M |
| Black Swift Group, LLC | 0.51% | Add +18.1% | 35,300 | $2.9M |
| Cary Street Partners Financial LLC | 0.07% | Add +3.7% | 35,267 | $2.9M |
| Ascent Advisors, LLC | 5.35% | — | 35,266 | $2.9M |
| Laurel Wealth Advisors LLC | 0.29% | Add +21.1% | 35,268 | $2.9M |
| Arena Capital Advisors, LLC- CA | 13.53% | New | 35,000 | $2.9M |
| Counterweight Ventures, LLC | 1.62% | Add +13.6% | 34,971 | $2.9M |
| RFG Advisory, LLC | 0.05% | Add +3.8% | 34,957 | $2.9M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -3.9% | 34,717 | $2.9M |
| Essential Planning, LLC. | 0.90% | Reduce -4.6% | 34,459 | $2.8M |
| Nwam LLC | 0.16% | Reduce -9.7% | 34,334 | $2.8M |
| Samalin Investment Counsel, LLC | 1.01% | Reduce -6.1% | 34,168 | $2.8M |
| Cibc World Market Inc. | 0.01% | Add +13.3% | 34,141 | $2.8M |
| American Investment Services, Inc. | 0.62% | Reduce -4.0% | 33,825 | $2.8M |
| WorthPointe, LLC | 0.76% | New | 33,730 | $2.8M |
| Peak Asset Management, LLC | 0.49% | Reduce -5.0% | 33,721 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.24% | Add +915.7% | 33,589 | $2.8M |
| CIBC Bancorp USA Inc. | 0.00% | — | 33,563 | $2.8M |
| Westside Investment Management, Inc. | 0.42% | Add +0.3% | 33,357 | $2.8M |
| Bright Futures Wealth Management, LLC. | 1.88% | Add +35.9% | 33,339 | $2.8M |
| 1015 Capital Partners, LLC | 2.67% | No change | 33,252 | $2.7M |
| Single Point Partners, LLC | 0.54% | Add +0.1% | 32,748 | $2.7M |
| Birch Financial Group, LLC | 1.57% | Add +1.3% | 32,569 | $2.7M |
| Dorsey Wright & Associates | 0.33% | New | 32,405 | $2.7M |
| Wick Capital Partners, LLC | 0.49% | Reduce -1.9% | 32,209 | $2.7M |
| United Community Bank | 0.89% | New | 32,180 | $2.7M |
| Capital Analysts, LLC | 0.07% | Add +7.3% | 32,155 | $2.7M |
| IF Advisors, LLC | 1.86% | Add +6.8% | 31,869 | $2.6M |
| Carr Financial Group Corp | 0.69% | Add +0.4% | 31,802 | $2.6M |
| Heritage Wealth Management, Inc. | 1.45% | New | 31,526 | $2.6M |
| Argyle Capital Partners, LLC | 1.87% | Reduce -7.8% | 31,513 | $2.6M |
| Noble Family Wealth, LLC | 0.54% | Reduce -1.0% | 31,437 | $2.6M |
| Community Bank, N.A. | 0.31% | Add +6.1% | 31,320 | $2.6M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +17.4% | 31,271 | $2.6M |
| Howard Capital Management, LLC | 0.04% | Add +34.4% | 31,156 | $2.6M |
| Sequent Planning LLC | 0.62% | Add +2.5% | 31,070 | $2.6M |
| SFG Wealth Management, LLC. | 1.05% | Add +6.7% | 30,913 | $2.6M |
| Private Management Group Inc. | 0.07% | Reduce -3.3% | 30,821 | $2.5M |
| Chesley Taft & Associates LLC | 0.10% | Reduce -4.8% | 30,410 | $2.5M |
| Irenic Capital Management LP | 0.22% | No change | 30,000 | $2.5M |
| COFG Advisors, LLC | 0.60% | Reduce -3.4% | 29,584 | $2.4M |
| Tillman Hartley LLC | 0.61% | Reduce -2.4% | 29,492 | $2.4M |
| Welch Group, LLC | 0.09% | Reduce -35.4% | 29,463 | $2.4M |
| Integrity Alliance, Llc. | 0.09% | Add +0.9% | 29,208 | $2.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.03% | Add +0.5% | 29,080 | $2.4M |
| St. James Investment Company, LLC | 0.38% | Add +84.8% | 29,033 | $2.4M |
| Traub Capital Management LLC | 2.34% | Reduce -0.0% | 28,561 | $2.4M |
| Lanark Financial, Inc. | 0.17% | Reduce -1.5% | 28,207 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -34.3% | 28,031 | $2.3M |
| RMR Wealth Builders | 0.18% | Reduce -3.1% | 27,925 | $2.3M |
| EPG Wealth Management LLC | 0.62% | Reduce -13.1% | 27,807 | $2.3M |
| Gateway Wealth Partners, LLC | 0.09% | Add +346.5% | 27,740 | $2.3M |
| United Asset Strategies, Inc. | 0.18% | Add +1.7% | 27,626 | $2.3M |
| Ritholtz Wealth Management | 0.04% | Reduce -23.5% | 27,594 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +23.7% | 27,257 | $2.3M |
| Expressive Wealth LLC | 2.14% | Add +5.3% | 27,306 | $2.2M |
| Family Wealth Partners, LLC | 0.77% | Reduce -6.8% | 27,132 | $2.2M |
| Timelo Investment Management Inc. | 3.06% | No change | 27,100 | $2.2M |
| Laurel Oak Wealth Management, LLC | 0.38% | Add +8.3% | 27,087 | $2.2M |
| Savvy Advisors, Inc. | 0.06% | Add +56.3% | 26,993 | $2.2M |
| Headinvest, LLC | 0.45% | Reduce -2.2% | 26,776 | $2.2M |
| Wealthcare Capital Management LLC | 0.22% | Add +2.3% | 26,678 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +4.4% | 26,648 | $2.2M |
| American Capital Management Inc. | 0.12% | New | 26,490 | $2.2M |
| Patten Group, Inc. | 0.38% | Add +5.0% | 26,215 | $2.2M |
| Prospera Financial Services Inc | 0.03% | Add +5.2% | 26,184 | $2.2M |
| Perspective Wealth Advisors LLC | 1.39% | New | 25,944 | $2.1M |
| EFG International AG | 0.05% | Add +15.2% | 25,940 | $2.1M |
| Mizuho Markets Americas LLC | 0.06% | Reduce -98.5% | 25,888 | $2.1M |
| Strata Wealth Advisors, LLC | 0.58% | Reduce -33.8% | 25,826 | $2.1M |
| Shepherd Financial Partners LLC | 0.20% | Add +402.9% | 25,751 | $2.1M |
| Penobscot Investment Management Company, Inc. | 0.17% | Add +3.2% | 25,725 | $2.1M |
| Pacific Financial Group Inc. | 1.14% | Add +0.9% | 25,661 | $2.1M |
| Integras Partners LLC | 1.39% | Add +7.3% | 25,603 | $2.1M |
| PMG Wealth Management, Inc. | 1.51% | Reduce -8.2% | 25,447 | $2.1M |
| Tactive Advisors, LLC | 0.59% | Add +39.7% | 25,347 | $2.1M |
| GWN Securities Inc. | 0.40% | Add +2.4% | 25,322 | $2.1M |
| MV Capital Management, Inc. | 0.20% | Add +6.9% | 25,270 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +47.7% | 25,199 | $2.1M |
| Cahaba Wealth Management, Inc. | 0.14% | Add +0.5% | 25,095 | $2.1M |
| HB Wealth Management, LLC | 0.01% | Reduce -4.0% | 25,081 | $2.1M |
| J. Safra Sarasin Holding AG | 0.04% | No change | 25,000 | $2.1M |
| LFA - Lugano Financial Advisors SA | 1.05% | Add +2.4% | 25,146 | $2.1M |
| Ted Buchan & Co | 0.74% | Reduce -83.1% | 24,829 | $2.1M |
| Founders Grove Wealth Partners, LLC | 0.47% | Add +0.1% | 24,809 | $2.0M |
| Boston Partners | 0.00% | Add +14.6% | 24,759 | $2.0M |
| Realta Investment Advisors | 0.71% | Add +2.5% | 24,710 | $2.0M |
| Midwest Trust Co | 0.03% | Add +13.5% | 24,649 | $2.0M |
| Councilor Wealth, LLC | 0.99% | Reduce -14.0% | 24,602 | $2.0M |
| Dock Street Asset Management Inc. | 0.21% | Reduce -48.3% | 24,543 | $2.0M |
| Nvwm, LLC | 0.45% | Add +12.5% | 24,402 | $2.0M |
| First Horizon Corp. | 0.08% | Add +3.3% | 24,290 | $2.0M |
| Choate Investment Advisors | 0.04% | Add +158.5% | 24,232 | $2.0M |
| NTV Asset Management LLC | 0.22% | Reduce -0.1% | 24,223 | $2.0M |
| Rehmann Capital Advisory Group | 0.10% | Reduce -7.9% | 24,169 | $2.0M |
| Whitcomb & Hess, Inc. | 0.46% | Add +4.1% | 24,084 | $2.0M |
| Roundview Capital LLC | 0.12% | Add +17.2% | 23,999 | $2.0M |
| StoneX Group Inc. | 0.11% | Add +1.4% | 23,730 | $2.0M |
| Midwest Professional Planners, LTD. | 0.46% | Add +7.2% | 23,712 | $2.0M |
| Brookwood Investment Group LLC | 0.25% | Reduce -7.1% | 23,575 | $1.9M |
| Shrier Wealth Management, LLC | 0.72% | Add +7.7% | 23,455 | $1.9M |
| Cooper Financial Group | 0.20% | Add +0.1% | 23,412 | $1.9M |
| Stephen J. Garry & Associates, LLC | 1.55% | Reduce -12.5% | 23,376 | $1.9M |
| Fiduciary Trust Co | 0.02% | No change | 23,309 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.8% | 23,209 | $1.9M |
| Tru Independence Asset Management 2, LLC | 1.18% | Reduce -25.4% | 23,208 | $1.9M |
| K.J. Harrison & Partners Inc | 0.32% | Reduce -0.5% | 23,200 | $1.9M |
| Natixis Advisors, LLC | 0.00% | New | 23,142 | $1.9M |
| Financial Harvest, LLC | 1.12% | Add +2.7% | 23,088 | $1.9M |
| WHI TRUST Co LLC | 1.42% | Add +1.8% | 22,889 | $1.9M |
| Blue Edge Capital, LLC | 0.25% | Add +51.5% | 22,798 | $1.9M |
| Latko Wealth Management, Ltd. | 0.91% | Reduce -17.4% | 22,722 | $1.9M |
| Continuum Advisory, LLC | 0.18% | Reduce -9.4% | 22,708 | $1.9M |
| Union Bancaire Privee, UBP SA | 0.03% | No change | 22,558 | $1.9M |
| Raleigh Capital Management Inc. | 0.64% | Add +2246800.0% | 22,469 | $1.9M |
| Israel Discount Bank of New York | 4.02% | Add +63.5% | 22,174 | $1.8M |
| 4J Wealth Management LLC | 1.04% | Reduce -1.3% | 22,103 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +414.7% | 21,992 | $1.8M |
| Verus Capital Partners, LLC | 0.12% | Reduce -2.2% | 21,986 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -6.0% | 21,984 | $1.8M |
| Choreo, LLC | 0.02% | Add +16.6% | 21,975 | $1.8M |
| Tower Wealth Partners, Inc. | 1.00% | Add +0.1% | 21,947 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | Reduce -1.1% | 21,838 | $1.8M |
| TriaGen Wealth Management LLC | 0.49% | Add +0.4% | 21,721 | $1.8M |
| Legacy Wealth Partners, LLC | 0.45% | Add +31.7% | 21,696 | $1.8M |
| Stonebridge Financial Group, LLC | 0.15% | Reduce -61.4% | 21,490 | $1.8M |
| Empirical Asset Management, LLC | 0.47% | Add +1.0% | 21,382 | $1.8M |
| Ruggiero Investments, Inc. | 1.70% | Add +31.6% | 21,346 | $1.8M |
| Town Capital LLC | 1.42% | New | 21,255 | $1.8M |
| Allstreet Capital Advisors LLC | 1.28% | Reduce -1.9% | 20,972 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Add +29.0% | 20,880 | $1.7M |
| Geneos Wealth Management Inc. | 0.04% | Add +18.5% | 20,860 | $1.7M |
| Towercrest Capital Management | 0.27% | Add +6.1% | 20,754 | $1.7M |
| Regal Investment Advisors LLC | 0.10% | Reduce -9.3% | 20,699 | $1.7M |
| Voya Financial Advisors, Inc. | 0.17% | Add +1.3% | 20,680 | $1.7M |
| Pacific Point Advisors, LLC | 0.90% | No change | 20,547 | $1.7M |
| Legacy Wealth Asset Management, LLC | 0.41% | Add +4.7% | 20,515 | $1.7M |
| William Howard & Co Financial Advisors Inc | 1.46% | Add +0.1% | 20,485 | $1.7M |
| Kelleher Financial Advisors | 0.43% | Add +69.1% | 20,453 | $1.7M |
| Capital Counsel LLC | 0.07% | Add +3.3% | 20,450 | $1.7M |
| Klaas Financial Asset Advisors, LLC | 0.23% | Reduce -91.8% | 20,403 | $1.7M |
| Klingman & Associates, LLC | 0.08% | New | 20,279 | $1.7M |
| Entelevest, LLC | 1.71% | Reduce -29.1% | 20,177 | $1.7M |
| Camelot Technology Advisors, Inc. | 1.22% | Reduce -12.7% | 20,119 | $1.7M |
| AMG National Trust Bank | 0.04% | Add +67.6% | 20,028 | $1.7M |
| Haverford Trust Co | 0.02% | Reduce -15.8% | 19,951 | $1.6M |
| Severin Investments, LLC | 1.41% | Add +93.0% | 19,856 | $1.6M |
| King Wealth Management Group | 0.20% | Add +7.9% | 19,788 | $1.6M |
| Bucket List Wealth Management, LLC | 0.98% | Add +63.5% | 19,728 | $1.6M |
| Milestones Private Investment Advisors LLC | 1.43% | Add +3.1% | 19,724 | $1.6M |
| Invesco Ltd. | 0.00% | Add +0.4% | 19,697 | $1.6M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -10.7% | 19,625 | $1.6M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -8.4% | 18,861 | $1.6M |
| McDonald Partners LLC | 0.37% | Add +63.4% | 18,844 | $1.6M |
| PFG Investments, LLC | 0.07% | Reduce -8.2% | 18,784 | $1.6M |
| Wealthspire Advisors, LLC | 0.01% | Add +2.1% | 18,771 | $1.5M |
| Lodestar Private Asset Management LLC | 0.15% | Reduce -4.8% | 18,698 | $1.5M |
| Evoke Wealth, LLC | 0.03% | New | 18,693 | $1.5M |
| TRUE Private Wealth Advisors | 0.15% | Reduce -3.6% | 18,602 | $1.5M |
| Investment Research Partners LLC | 0.62% | Add +5.5% | 18,507 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | New | 18,485 | $1.5M |
| New Insight Wealth Advisors | 0.54% | Reduce -34.8% | 18,399 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -25.4% | 18,220 | $1.5M |
| WLTH Capital Management, LLC | 1.17% | Add +1.2% | 18,013 | $1.5M |
| Freestate Advisors LLC | 1.18% | Reduce -3.0% | 17,926 | $1.5M |
| SBI Securities Co., Ltd. | 0.04% | Add +8.7% | 17,923 | $1.5M |
| Guardian Partners Inc. | 0.12% | Add +29.7% | 17,889 | $1.5M |
| Ballentine Partners, LLC | 0.02% | New | 17,879 | $1.5M |
| Insigneo Advisory Services, LLC | 0.10% | Add +177.2% | 17,818 | $1.5M |
| Apollon Wealth Management, LLC | 0.02% | Add +68.1% | 17,807 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -17.0% | 17,629 | $1.5M |
| Acorn Wealth Advisors, LLC | 0.42% | Reduce -9.7% | 17,568 | $1.5M |
| Robinson Value Management, Ltd. | 0.80% | Add +0.1% | 17,501 | $1.4M |
| Farmers Trust Co. | 0.23% | Add +26.2% | 17,416 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +100.3% | 17,411 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Reduce -2.6% | 17,392 | $1.4M |
| Finer Wealth Management, Inc. | 0.72% | Reduce -14.9% | 17,313 | $1.4M |
| Auxano Advisors, LLC | 0.28% | Add +126.7% | 17,274 | $1.4M |
| SeaBridge Investment Advisors LLC | 0.24% | Reduce -12.9% | 17,194 | $1.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0.44% | Reduce -2.6% | 16,857 | $1.4M |
| GLOBALT Investments LLC / GA | 0.05% | No change | 16,750 | $1.4M |
| Chemistry Wealth Management LLC | 0.24% | Add +1.1% | 16,683 | $1.4M |
| Element Wealth, LLC | 0.56% | Reduce -1.0% | 16,422 | $1.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | No change | 16,207 | $1.3M |
| Rockland Trust Co. | 0.05% | Reduce -0.4% | 16,099 | $1.3M |
| Brightwater Advisory LLC | 0.87% | Reduce -0.2% | 15,960 | $1.3M |
| Signet Private Wealth LLC | 1.25% | New | 15,897 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Add +334.5% | 15,894 | $1.3M |
| Stronghold Wealth Management L.L.C. | 1.98% | Reduce -2.5% | 15,889 | $1.3M |
| Independent Wealth Network Inc. | 0.39% | Add +1.6% | 15,797 | $1.3M |
| Evelyn Partners Asset Management Ltd | 0.32% | Add +0.2% | 15,787 | $1.3M |
| Crews Bank & Trust | 0.19% | No change | 15,634 | $1.3M |
| Coastal Bridge Advisors, LLC | 0.09% | Add +0.0% | 15,606 | $1.3M |
| Objective Capital Management, LLC | 1.30% | Add +6.6% | 15,561 | $1.3M |
| WealthShield Partners, LLC | 0.14% | Add +4.8% | 15,433 | $1.3M |
| Rather & Kittrell, Inc. | 0.20% | No change | 15,427 | $1.3M |
| Foundry Financial Group, Inc. | 0.62% | Add +5.8% | 15,212 | $1.3M |
| Lowery Thomas, LLC | 0.71% | Add +14.0% | 15,111 | $1.2M |
| NDWM LLC | 0.81% | Reduce -4.6% | 15,107 | $1.2M |
| GenTrust, LLC | 0.05% | Reduce -3.1% | 15,055 | $1.2M |
| First Community Trust NA | 0.92% | Reduce -32.0% | 15,028 | $1.2M |
| Cadia Private Client LLC | 1.01% | Reduce -4.5% | 15,020 | $1.2M |
| Mullooly Asset Management, Inc. | 0.46% | Add +0.9% | 14,995 | $1.2M |
| Pacific Park Financial, Inc. | 0.80% | Reduce -2.6% | 14,857 | $1.2M |
| Simplicity Wealth,LLC | 0.07% | Add +16.0% | 14,759 | $1.2M |
| Formidable Asset Management, LLC | 0.19% | Add +251.5% | 14,570 | $1.2M |
| Platform Technology Partners | 0.23% | Reduce -9.1% | 14,582 | $1.2M |
| Surience Private Wealth LLC | 1.29% | New | 14,522 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -42.5% | 14,489 | $1.2M |
| Leigh Baldwin & Co., LLC | 0.77% | Add +4.9% | 14,472 | $1.2M |
| Markin Asset Management, LP | 1.30% | Reduce -14.6% | 14,341 | $1.2M |
| Financial Management Professionals, Inc. | 0.13% | Add +0.9% | 14,205 | $1.2M |
| West Paces Advisors Inc. | 0.23% | Reduce -12.5% | 14,151 | $1.2M |
| Marble Wealth, LLC | 0.20% | Reduce -2.7% | 14,135 | $1.2M |
| Accurate Wealth Management, LLC | 0.14% | New | 14,141 | $1.2M |
| Trivium Point Advisory, LLC | 0.21% | New | 14,040 | $1.2M |
| Maridea Wealth Management LLC | 0.17% | Add +165.4% | 14,026 | $1.2M |
| Summa Corp. | 0.48% | Add +30.8% | 13,985 | $1.2M |
| Independent Family Office, LLC | 0.47% | Reduce -1.6% | 13,754 | $1.1M |
| Chapin Davis, Inc. | 0.25% | Add +5.9% | 13,642 | $1.1M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -1.6% | 13,624 | $1.1M |
| TrustWell Financial Advisors, LLC | 1.06% | Add +11.7% | 13,615 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -15.9% | 13,524 | $1.1M |
| Benedict Financial Advisors Inc. | 0.23% | Reduce -10.5% | 13,510 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -2.4% | 13,470 | $1.1M |
| Aspire Growth Partners LLC | 0.76% | Add +0.1% | 13,465 | $1.1M |
| Carnegie Investment Counsel | 0.02% | No change | 13,463 | $1.1M |
| Warner Financial, Inc. | 0.38% | Add +290.9% | 13,412 | $1.1M |
| Stapp Wealth Management, PLLC | 1.41% | Add +0.6% | 13,377 | $1.1M |
| Marshall & Sterling Wealth Advisors Inc. | 0.72% | Add +18.3% | 13,340 | $1.1M |
| MSH Capital Advisors LLC | 0.23% | Add +5.0% | 13,282 | $1.1M |
| Cogent Private Wealth, Inc. | 0.79% | No change | 13,246 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 12,983 | $1.1M |
| Compass Ion Advisors, LLC | 0.10% | Add +16.4% | 12,975 | $1.1M |
| Valpey Financial Services, LLC | 0.69% | Reduce -4.3% | 12,869 | $1.1M |
| XTX Topco Ltd | 0.02% | New | 12,866 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Reduce -8.7% | 12,809 | $1.1M |
| Presilium Private Wealth, LLC | 0.19% | Reduce -7.0% | 12,791 | $1.1M |
| Wealth Enhancement Trust Services, Inc. | 0.13% | Add +473.1% | 12,786 | $1.1M |
| NCM Capital Management, LLC | 0.38% | Reduce -1.6% | 12,689 | $1.0M |
| Advanced Asset Management Advisors Inc | 0.29% | Add +0.7% | 12,667 | $1.0M |
| Norris Perne & French LLP | 0.05% | Add +382.4% | 12,615 | $1.0M |
| Edgestream Partners, L.P. | 0.03% | Reduce -78.6% | 12,562 | $1.0M |
| Zhang Financial LLC | 0.04% | Add +9.3% | 12,440 | $1.0M |
| CDKV Holdings LLC | 0.90% | Reduce -2.4% | 12,423 | $1.0M |
| Arrowroot Family Office, LLC | 0.34% | Add +26.8% | 12,390 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Reduce -24.2% | 12,326 | $1.0M |
| Ssa Swiss Advisors AG | 0.47% | Add +10.3% | 12,221 | $1.0M |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.9% | 11,997 | $991K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +31.1% | 11,970 | $988K |
| Avior Wealth Management, LLC | 0.03% | Reduce -47.9% | 11,857 | $979K |
| Arrow Investment Advisors, LLC | 1.04% | New | 11,811 | $975K |
| Venturi Wealth Management, LLC | 0.04% | New | 11,801 | $974K |
| Calamos Wealth Management LLC | 0.03% | Reduce -1.2% | 11,768 | $972K |
| Calamos Advisors LLC | 0.01% | New | 11,768 | $972K |
| TFB Advisors LLC | 0.51% | Add +47.2% | 11,721 | $968K |
| Clientfirst Wealth Management, LLC | 0.81% | No change | 11,689 | $965K |
| Regions Financial Corp. | 0.01% | Add +15.5% | 11,617 | $959K |
| Journey Advisory Group, LLC | 0.08% | Reduce -56.4% | 11,600 | $958K |
| Kovack Advisors, Inc. | 0.05% | Add +4.5% | 11,575 | $954K |
| M3 Advisory Group, LLC | 0.58% | No change | 11,369 | $939K |
| RDA Financial Network | 0.23% | Add +2.2% | 11,364 | $938K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -0.7% | 11,309 | $934K |
| SageView Advisory Group, LLC | 0.03% | Reduce -19.6% | 11,290 | $932K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -1.2% | 11,274 | $931K |
| Hobbs Group Advisors, LLC | 0.28% | Reduce -10.8% | 11,258 | $930K |
| WCG Wealth Advisors LLC | 0.03% | Add +1.4% | 11,235 | $928K |
| Fidelis Capital Partners, LLC | 0.07% | No change | 11,217 | $926K |
| VestGen Investment Management | 0.51% | New | 11,180 | $923K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.9% | 11,150 | $921K |
| Wealth Advisory Solutions, LLC | 0.20% | Reduce -0.5% | 11,071 | $914K |
| Trilogy Capital Inc. | 0.04% | Add +315.5% | 11,011 | $909K |
| Clare Market Investments LLC | 0.19% | — | 11,001 | $908K |
| West Michigan Advisors, LLC | 0.20% | Add +28.8% | 11,001 | $908K |
| Titleist Asset Management, LLC | 0.07% | New | 10,959 | $905K |
| Daymark Wealth Partners, LLC | 0.03% | Add +7.1% | 10,949 | $904K |
| Bessemer Group Inc. | 0.00% | Reduce -35.2% | 10,953 | $904K |
| Brown Brothers Harriman & Co. | 0.00% | Add +6.5% | 10,934 | $903K |
| Factor Wealth Management LTD | 0.17% | Add +3.9% | 10,931 | $903K |
| Diversify Wealth Management, LLC | 0.02% | Add +20.9% | 10,813 | $891K |
| Vicus Capital | 0.06% | Add +17.4% | 10,671 | $881K |
| Graetz Wealth LLC | 0.78% | Add +0.3% | 10,637 | $878K |
| Asset One Wealth Management LLC | 0.10% | Add +3.2% | 10,598 | $874K |
| Ironwood Wealth Management, LLC. | 0.25% | Add +1.4% | 10,578 | $873K |
| Simon Quick Advisors, LLC | 0.04% | Reduce -0.0% | 10,576 | $873K |
| Strategic Financial Concepts, LLC | 0.21% | Add +5.6% | 10,543 | $871K |
| IFS Group,LLC | 0.77% | — | 10,500 | $867K |
| Aegis Wealth Management LLC | 0.49% | Add +8.3% | 10,466 | $864K |
| Strategy Asset Managers LLC | 0.14% | Add +107.5% | 10,442 | $862K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -59.8% | 10,389 | $858K |
| L.K. Benson & Company, P.C. | 0.28% | Add +10.5% | 10,322 | $852K |
| Oliver Luxxe Assets LLC | 0.13% | Add +24.3% | 10,310 | $851K |
| Waystone Advisors LLC | 0.76% | Add +37.6% | 10,307 | $851K |
| Measured Wealth Private Client Group, LLC | 0.23% | Add +5373.4% | 10,290 | $850K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -32.8% | 10,251 | $846K |
| Lee Financial Co | 0.12% | Reduce -14.2% | 10,207 | $843K |
| Old National Bancorp | 0.01% | Reduce -18.9% | 10,153 | $838K |
| Sei Investments Co. | 0.00% | Add +17.3% | 10,142 | $837K |
| Invested Advisors | 0.84% | Add +5.2% | 10,092 | $833K |
| Merited Wealth, LLC | 0.69% | Add +0.8% | 10,086 | $833K |
| GeoWealth Management, LLC | 0.03% | New | 9,942 | $821K |
| Acropolis Investment Management, LLC | 0.04% | Add +0.1% | 9,921 | $819K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 9,914 | $819K |
| San Luis Wealth Advisors LLC | 0.14% | Reduce -19.3% | 9,894 | $817K |
| Root Financial Partners, LLC | 0.04% | No change | 9,881 | $816K |
| XY Planning Network, Inc. | 0.13% | Reduce -0.7% | 9,862 | $812K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Add +26.3% | 9,774 | $807K |
| Amarillo National Bank | 0.14% | Reduce -0.3% | 9,635 | $796K |
| Hunter Associates Investment Management LLC | 0.11% | New | 9,617 | $795K |
| Canopy Partners, LLC | 0.27% | Add +27.9% | 9,548 | $788K |
| Enclave Advisors LLC | 0.11% | Reduce -52.6% | 9,517 | $786K |
| Krilogy Financial LLC | 0.03% | Add +0.0% | 9,522 | $785K |
| GFS Advisors, LLC | 0.05% | Add +22.2% | 4,943 | $785K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | No change | 9,486 | $783K |
| AlphaCentric Advisors LLC | 0.78% | Add +171.9% | 9,461 | $781K |
| Private Client Services, LLC | 0.23% | Reduce -83.4% | 9,458 | $781K |
| Prosperity Consulting Group, LLC | 0.03% | Add +15.3% | 9,443 | $780K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +194.3% | 9,422 | $778K |
| Rational Advisors, Inc. | 0.08% | Add +1243.5% | 9,243 | $763K |
| Obermeyer Wealth Partners | 0.04% | Reduce -5.8% | 9,218 | $761K |
| Traynor Capital Management, Inc. | 0.05% | No change | 9,200 | $759K |
| Alhambra Investment Management LLC | 0.35% | Add +5.3% | 9,189 | $759K |
| Harbour Investments, Inc. | 0.01% | Add +196.3% | 9,184 | $758K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +11.7% | 9,171 | $757K |
| Bright Financial Advisors, Inc. | 0.35% | Reduce -2.5% | 9,161 | $756K |
| Sierra Legacy Group | 0.58% | No change | 9,150 | $756K |
| Alliance Wealth Management Group | 0.17% | Add +8.0% | 9,135 | $754K |
| New South Capital Management Inc. | 0.04% | No change | 9,125 | $753K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -4.8% | 9,106 | $752K |
| Allred Capital Management, LLC | 0.27% | Reduce -1.5% | 9,096 | $751K |
| Jane Street Group, LLC | 0.00% | Reduce -98.6% | 9,054 | $748K |
| Berger Financial Group, Inc | 0.04% | Reduce -1.0% | 9,018 | $745K |
| Summit Financial, LLC | 0.01% | Reduce -0.2% | 8,998 | $743K |
| Axis Wealth Partners, LLC | 0.39% | Reduce -2.1% | 8,978 | $741K |
| Moneco Advisors, LLC | 0.06% | Add +31.5% | 8,747 | $722K |
| Garrison Point Advisors, LLC | 0.33% | Add +1.9% | 8,720 | $720K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.1% | 8,667 | $716K |
| Beacon Financial Group | 0.07% | Reduce -90.1% | 8,664 | $715K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Add +27.9% | 8,621 | $712K |
| Clear Retirement Advice LLC | 0.56% | No change | 8,581 | $709K |
| Charter Oak Capital Management, LLC | 0.05% | Reduce -51.8% | 8,443 | $697K |
| Retirement Planning Group, LLC | 0.02% | Add +110.5% | 8,424 | $696K |
| Avail Investment Partners, LLC | 0.74% | — | 8,415 | $695K |
| Barrett & Company, Inc. | 0.24% | Add +2.4% | 8,394 | $693K |
| SkyOak Wealth, LLC | 0.13% | No change | 8,386 | $692K |
| Mezzasalma Advisors, LLC | 0.18% | Add +0.5% | 8,375 | $692K |
| PFG Advisors | 0.03% | Reduce -6.7% | 8,374 | $691K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.19% | Reduce -50.0% | 8,365 | $691K |
| First Foundation Advisors | 0.03% | Reduce -9.0% | 8,348 | $689K |
| Sowell Financial Services LLC | 0.03% | Reduce -2.3% | 8,276 | $683K |
| Sierra Capital LLC | 0.07% | No change | 8,285 | $679K |
| Ironwood Investment Counsel, LLC | 0.10% | Reduce -21.8% | 8,108 | $669K |
| Calton & Associates, Inc. | 0.10% | Add +10.6% | 8,103 | $669K |
| Burke & Herbert Bank & Trust Co. | 0.18% | Reduce -5.9% | 8,093 | $668K |
| Clearbridge Investments, LLC | 0.00% | Reduce -0.0% | 8,082 | $667K |
| Bond & Devick Financial Network, Inc. | 0.19% | Add +4.5% | 8,059 | $665K |
| Ethos Financial Group, LLC | 0.05% | Add +70.4% | 8,063 | $665K |
| Lexington Hill Partners, LLC | 0.38% | Add +0.6% | 8,040 | $664K |
| Arax Advisory Partners | 0.02% | Add +922.2% | 8,014 | $662K |
| Northcape Wealth Management, LLC | 0.18% | Add +60.3% | 7,997 | $660K |
| Invst, LLC | 0.07% | Reduce -8.8% | 7,941 | $656K |
| SG Americas Securities, LLC | 0.00% | Reduce -36.1% | 7,925 | $654K |
| CoreCap Advisors, LLC | 0.02% | Reduce -32.5% | 7,916 | $654K |
| Maseco LLP | 0.02% | Reduce -0.5% | 7,885 | $651K |
| 180 Wealth Advisors, LLC | 0.07% | Add +24.8% | 7,856 | $649K |
| Spreng Capital Management, Inc. | 0.30% | No change | 7,819 | $646K |
| Jackson Square Capital, LLC | 0.14% | New | 7,815 | $645K |
| Purus Wealth Management, LLC | 0.20% | Add +3.1% | 7,775 | $642K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -63.2% | 7,734 | $639K |
| Glen Eagle Advisors, LLC | 0.09% | Reduce -4.5% | 7,719 | $637K |
| 17 Capital Partners, LLC | 0.33% | Add +17.3% | 7,714 | $637K |
| KDT Advisors, LLC | 1.01% | No change | 7,685 | $635K |
| Bay Rivers Group | 0.26% | Add +21.9% | 7,657 | $632K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -4.7% | 7,639 | $631K |
| AlphaCore Capital LLC | 0.01% | Add +0.5% | 7,563 | $624K |
| Stordahl Capital Management, Inc. | 0.13% | Reduce -2.2% | 7,557 | $624K |
| Farmers National Bank | 0.14% | Reduce -11.3% | 7,499 | $619K |
| F/m Investments LLC | 0.04% | Reduce -1.6% | 7,610 | $619K |
| WJ Wealth Management, LLC | 0.29% | Reduce -31.9% | 7,490 | $618K |
| North Capital, Inc. | 0.52% | No change | 7,485 | $618K |
| Savant Capital, LLC | 0.00% | Reduce -16.9% | 7,394 | $611K |
| Fiducient Advisors LLC | 0.08% | No change | 7,374 | $609K |
| Covestor Ltd | 0.42% | Add +266.5% | 7,283 | $601K |
| IMC-Chicago, LLC | 0.01% | New | 7,276 | $601K |
| Northwest Wealth Management, LLC | 0.09% | Reduce -0.5% | 7,270 | $600K |
| Baker Ellis Asset Management LLC | 0.07% | Reduce -1.4% | 7,226 | $597K |
| Wesbanco Bank Inc. | 0.02% | Reduce -0.4% | 7,200 | $595K |
| Rodgers Brothers Inc. | 0.07% | No change | 7,200 | $595K |
| A. D. Beadell Investment Counsel, Inc. | 0.37% | Add +1.6% | 7,091 | $585K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -4.1% | 7,083 | $585K |
| Addison Capital Co | 0.10% | Reduce -2.0% | 7,028 | $580K |
| Blalock Williams, LLC | 0.45% | Reduce -5.2% | 6,975 | $576K |
| One Capital Management, LLC | 0.02% | Reduce -2.5% | 6,934 | $573K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -19.3% | 6,918 | $571K |
| Peddock Capital Advisors, LLC | 0.13% | Add +0.7% | 6,881 | $568K |
| Fiduciary Alliance LLC | 0.03% | Add +75.4% | 6,874 | $567K |
| DMC Group, LLC | 0.38% | Reduce -2.8% | 6,814 | $563K |
| Retirement Income Solutions, Inc. | 0.10% | Reduce -15.6% | 6,752 | $558K |
| Stephens Group Asset Management, LLC | 0.04% | No change | 6,744 | $557K |
| Easterly Investment Partners LLC | 0.04% | No change | 6,734 | $556K |
| Buckhead Capital Management LLC | 0.21% | Add +0.3% | 6,699 | $553K |
| Verdence Capital Advisors LLC | 0.03% | Add +48.1% | 6,689 | $552K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,639 | $548K |
| Cahill Financial Advisors Inc. | 0.06% | Add +9.7% | 6,535 | $540K |
| Webster Bank, N. A. | 0.05% | No change | 6,516 | $538K |
| Biltmore Wealth Management, LLC | 0.19% | Reduce -5.0% | 6,466 | $534K |
| WBH Advisory Inc. | 0.04% | New | 6,453 | $531K |
| Weaver Consulting Group | 0.13% | Reduce -1.2% | 6,427 | $531K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 6,393 | $528K |
| GTS Securities LLC | 0.02% | Reduce -91.9% | 6,344 | $524K |
| Raab & Moskowitz Asset Management LLC | 0.12% | Reduce -1.2% | 6,325 | $522K |
| Bingham Private Wealth, LLC | 0.41% | Reduce -1.3% | 6,304 | $521K |
| Pinnacle Wealth Management Group, Inc. | 0.25% | Reduce -4.9% | 6,281 | $519K |
| Diversified Portfolios, Inc. | 0.04% | Add +0.4% | 6,271 | $518K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -32.8% | 6,240 | $515K |
| Woodward Diversified Capital, LLC | 0.23% | Add +56.6% | 6,232 | $515K |
| Montecito Bank & Trust | 0.08% | No change | 6,223 | $514K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -1.2% | 6,220 | $514K |
| Larch Capital Partners LLC | 0.07% | New | 6,197 | $512K |
| Live Oak Private Wealth LLC | 0.07% | No change | 6,184 | $511K |
| Ingalls & Snyder LLC | 0.02% | No change | 6,175 | $510K |
| Pacific Excel Wealth Advisors, Inc. | 0.53% | Add +25.1% | 6,113 | $505K |
| Retirement Capital Strategies | 0.19% | No change | 6,091 | $503K |
| Scharf Investments, LLC | 0.02% | Add +0.3% | 6,081 | $502K |
| Global View Capital Management LLC | 0.13% | Reduce -3.3% | 5,931 | $490K |
| Private Trust Co. NA | 0.04% | Reduce -17.9% | 5,896 | $487K |
| Trust Co | 0.05% | Add +0.3% | 5,856 | $484K |
| TCP Asset Management, LLC | 0.06% | Add +0.0% | 5,852 | $483K |
| Potomac Fund Management Inc. | 0.02% | Add +4.4% | 5,852 | $483K |
| HFG Wealth Management, LLC | 0.27% | Reduce -3.8% | 5,836 | $482K |
| PCG Wealth Advisors, LLC | 0.12% | Reduce -4.1% | 5,808 | $480K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.04% | Add +22.8% | 5,794 | $478K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 5,784 | $478K |
| Barr E S & Co. | 0.03% | No change | 5,775 | $477K |
| Magnus Financial Group LLC | 0.04% | Reduce -80.5% | 5,767 | $476K |
| Impact Partnership Wealth, LLC | 0.06% | Add +0.5% | 5,761 | $476K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -10.2% | 5,662 | $468K |
| Howard Financial Services, LTD. | 0.05% | Add +16.0% | 5,653 | $467K |
| Westfuller Advisors, LLC | 0.20% | Reduce -1.0% | 5,646 | $466K |
| BankPlus Trust Department | 0.12% | Reduce -2.2% | 5,641 | $466K |
| Castleview Partners, LLC | 0.24% | Reduce -13.3% | 5,583 | $461K |
| Fonville Wealth Management LLC | 0.09% | Reduce -8.3% | 5,550 | $458K |
| Brickley Wealth Management | 0.08% | No change | 5,507 | $455K |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.6% | 5,495 | $454K |
| Caldwell Sutter Capital, Inc. | 0.18% | Reduce -0.6% | 5,488 | $453K |
| Kelly Financial Group LLC | 0.11% | Reduce -2.6% | 5,415 | $447K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +28.8% | 5,405 | $446K |
| Noble Wealth Management PBC | 0.23% | Reduce -19.1% | 5,393 | $445K |
| Omnia Family Wealth, LLC | 0.14% | No change | 5,352 | $442K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -5.3% | 5,346 | $441K |
| Alternative Investment Advisors, LLC. | 0.20% | Reduce -8.8% | 5,329 | $440K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -47.3% | 5,313 | $439K |
| Two West Capital Advisors LLC | 0.23% | Add +10.4% | 5,303 | $437K |
| Horizon Family Wealth, Inc. | 0.23% | Reduce -11.3% | 5,289 | $437K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -25.4% | 5,253 | $434K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.1% | 5,211 | $429K |
| Postrock Partners LLC | 0.20% | No change | 5,192 | $429K |
| North Star Investment Management Corp. | 0.03% | Reduce -4.3% | 5,169 | $427K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.2% | 5,167 | $427K |
| Lester Murray Antman dba SimplyRich | 0.11% | Reduce -7.7% | 5,155 | $425K |
| Chicago Partners Investment Group LLC | 0.01% | New | 5,149 | $425K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Add +59.4% | 5,140 | $424K |
| Twele Capital Management, Inc. | 0.07% | Reduce -3.6% | 5,093 | $421K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +463.4% | 5,020 | $415K |
| Pekin Hardy Strauss, Inc. | 0.04% | Add +36.7% | 5,010 | $414K |
| Boyd Watterson Asset Management LLC | 0.13% | No change | 5,000 | $413K |
| DeDora Capital, Inc. | 0.10% | Reduce -1.0% | 4,994 | $412K |
| Phillips Financial Management, LLC | 0.03% | Reduce -0.9% | 4,919 | $406K |
| Inman Jager Wealth Management, LLC | 0.23% | No change | 4,871 | $402K |
| American Trust | 0.04% | Reduce -3.2% | 4,867 | $402K |
| Lee Danner & Bass Inc. | 0.03% | Reduce -2.0% | 4,865 | $402K |
| Sanchez Gaunt Capital Management, LLC | 0.25% | — | 4,852 | $401K |
| Capital Investment Counsel, LLC | 0.05% | Add +12.7% | 4,835 | $399K |
| Stanley-Laman Group, Ltd. | 0.05% | Reduce -0.3% | 4,777 | $394K |
| Wellington Shields Capital Management, LLC | 0.06% | No change | 4,775 | $394K |
| Csenge Advisory Group | 0.02% | Add +10.4% | 4,766 | $394K |
| Legacy Capital Wealth Partners, LLC | 0.08% | No change | 4,745 | $392K |
| Harbour Capital Advisors, LLC | 0.07% | Reduce -29.9% | 4,745 | $392K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -21.9% | 4,740 | $391K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -6.1% | 4,700 | $388K |
| Asset Management Group, Inc. | 0.06% | Add +0.5% | 4,699 | $388K |
| TrueWealth Advisors, LLC | 0.10% | No change | 4,686 | $387K |
| Bluedoor Private Wealth, LLC | 0.18% | Add +0.3% | 4,658 | $385K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -14.3% | 4,643 | $383K |
| White Pine Investment CO | 0.09% | Reduce -26.7% | 4,635 | $383K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 4,635 | $383K |
| Haven Private, LLC | 0.17% | New | 4,623 | $382K |
| Rollins Financial Advisors, LLC | 0.06% | Reduce -21.5% | 4,621 | $382K |
| SHP Wealth Management | 0.03% | Add +12.7% | 4,605 | $380K |
| Blue Trust, Inc. | 0.00% | Reduce -31.9% | 4,568 | $377K |
| Banque Pictet & Cie SA | 0.00% | No change | 4,528 | $374K |
| Wellspring Financial Advisors, LLC | 0.03% | Reduce -0.9% | 141,522 | $373K |
| Norris Financial Group, LLC | 0.12% | No change | 4,482 | $370K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.9% | 4,453 | $368K |
| Forum Private Client Group LLC | 0.12% | Reduce -11.1% | 4,441 | $367K |
| Kesler, Norman & Wride, LLC | 0.06% | Add +26.0% | 4,434 | $366K |
| Golden State Wealth Management, LLC | 0.04% | Add +5.5% | 4,428 | $366K |
| Secure Asset Management, LLC | 0.06% | Reduce -0.2% | 4,421 | $365K |
| Rossby Financial, LCC | 0.08% | Add +35.1% | 4,424 | $364K |
| Eagle Strategies LLC | 0.04% | Add +0.5% | 4,390 | $363K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 4,352 | $359K |
| Charles Schwab Trust Co | 0.02% | Reduce -8.1% | 4,319 | $357K |
| Juno Financial Group LLC | 0.14% | Add +0.6% | 4,303 | $355K |
| Novem Group | 0.04% | Reduce -0.8% | 4,301 | $355K |
| Gouws Capital LLC | 0.19% | Add +43.3% | 4,300 | $355K |
| Dimension Capital Management LLC | 0.05% | Reduce -32.8% | 4,300 | $355K |
| Mustico Financial Group, Inc. | 0.25% | Add +0.0% | 4,287 | $354K |
| Cheviot Value Management, LLC | 0.04% | Reduce -1.8% | 4,251 | $351K |
| NorthRock Partners, LLC | 0.01% | Add +20.9% | 4,243 | $350K |
| Joseph P. Lucia & Associates, LLC | 0.12% | Add +0.6% | 4,230 | $349K |
| Yarger Wealth Strategies, LLC | 0.14% | No change | 4,223 | $349K |
| Clearstead Trust, LLC | 0.06% | Reduce -12.8% | 4,205 | $347K |
| Quartz Partners, LLC | 0.13% | Reduce -10.3% | 4,191 | $346K |
| Debussy Capital Management LP | 0.05% | New | 4,176 | $345K |
| Fortem Financial Group, LLC | 0.09% | Reduce -5.1% | 4,165 | $344K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.14% | Reduce -0.1% | 4,165 | $344K |
| Parvin Asset Management, LLC | 0.25% | No change | 4,150 | $343K |
| Tiemann Investment Advisors, LLC | 0.13% | Reduce -19.4% | 4,150 | $343K |
| Synergy Asset Management, LLC | 0.04% | Reduce -13.2% | 4,140 | $342K |
| International Private Wealth Advisors LLC | 0.21% | Add +15.1% | 4,136 | $342K |
| Avestar Capital, LLC | 0.02% | Reduce -2.4% | 4,124 | $341K |
| Wernau Asset Management Inc. | 0.35% | Add +2.6% | 4,092 | $338K |
| Independence Wealth Advisors, LLC | 0.18% | Reduce -1.2% | 4,092 | $338K |
| Sovereign Financial Group, Inc. | 0.06% | Add +0.5% | 4,089 | $338K |
| Alliance Wealth Advisors, LLC | 0.07% | New | 4,084 | $337K |
| CVA Family Office, LLC | 0.04% | Reduce -27.7% | 4,069 | $336K |
| Core Wealth Partners LLC | 0.15% | Reduce -0.8% | 4,011 | $331K |
| Advisor OS, LLC | 0.02% | Reduce -9.5% | 3,997 | $330K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -6.9% | 3,994 | $330K |
| WNY Asset Management, LLC | 0.03% | — | 3,981 | $329K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.7% | 3,935 | $325K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,914 | $323K |
| Seed Wealth Management, Inc. | 0.22% | Add +9.3% | 3,895 | $322K |
| SWP Financial LLC | 0.16% | Add +11.6% | 3,886 | $321K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -5.9% | 3,880 | $320K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -29.5% | 3,864 | $319K |
| Flagstar Securities, Inc. | 0.12% | Add +0.4% | 3,862 | $319K |
| Whalen Wealth Management Inc. | 0.17% | Reduce -18.1% | 3,841 | $317K |
| OneAscent Financial Services LLC | 0.02% | Reduce -0.7% | 3,830 | $316K |
| Fairfield, Bush & Co. | 0.17% | No change | 3,800 | $314K |
| Windward Private Wealth Management Inc. | 0.11% | Reduce -15.9% | 3,800 | $314K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -31.5% | 3,787 | $313K |
| Roger Wittlin Investment Advisory, LLC | 0.25% | Add +0.6% | 3,746 | $309K |
| Occidental Asset Management, LLC | 0.04% | Reduce -2.1% | 3,737 | $309K |
| Columbia Bank | 0.09% | Add +15.1% | 3,714 | $307K |
| Wealth Effects LLC | 0.11% | Add +0.2% | 3,697 | $305K |
| Whittier Trust Co. | 0.00% | Reduce -25.7% | 3,693 | $304K |
| AGH Wealth Advisors, LLC | 0.22% | Reduce -82.4% | 3,655 | $302K |
| IPG Investment Advisors LLC | 0.05% | Reduce -5.6% | 3,649 | $301K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 3,648 | $301K |
| Veracity Capital LLC | 0.11% | Reduce -69.9% | 3,638 | $300K |
| Oak Associates Ltd. | 0.02% | Reduce -62.2% | 3,630 | $300K |
| M. Kulyk & Associates, LLC | 0.06% | No change | 3,619 | $299K |
| TPG Advisors LLC | 0.19% | No change | 3,607 | $298K |
| Arbor Trust Wealth Advisors, LLC | 0.13% | No change | 3,586 | $296K |
| LCNB Corp. | 0.10% | No change | 3,565 | $294K |
| Avaii Wealth Management, LLC | 0.10% | Reduce -3.9% | 3,564 | $294K |
| Cadinha & Co. LLC | 0.05% | Add +0.2% | 3,564 | $294K |
| Argent Trust Co | 0.01% | Add +0.8% | 3,557 | $294K |
| IFC & Insurance Marketing, Inc. | 0.31% | Reduce -24.5% | 3,549 | $293K |
| Elmwood Wealth Management, Inc. | 0.08% | Add +23.2% | 3,544 | $293K |
| Personal Cfo Solutions, LLC | 0.04% | New | 3,538 | $292K |
| Range Financial Group LLC | 0.10% | Add +22.4% | 3,527 | $291K |
| Lyell Wealth Management, LP | 0.02% | Add +7.0% | 3,492 | $288K |
| Global Assets Advisory, LLC | 0.08% | Add +12.8% | 3,630 | $288K |
| International Assets Investment Management, LLC | 0.02% | Reduce -15.2% | 3,493 | $288K |
| Creative Financial Designs Inc. | 0.02% | Add +74.6% | 3,476 | $287K |
| Trajan Wealth LLC | 0.01% | Add +0.2% | 3,471 | $287K |
| ETF Store, Inc. | 0.28% | Add +1.4% | 3,440 | $284K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -44.1% | 3,439 | $284K |
| Warwick Investment Management, Inc. | 0.04% | New | 3,419 | $282K |
| Hanover Advisors Inc. | 0.11% | No change | 3,418 | $282K |
| Arkos Global Advisors | 0.04% | No change | 3,407 | $281K |
| Financial Solutions Advisory Group, Inc. | 0.04% | — | 3,400 | $281K |
| BridgePort Financial Solutions, LLC | 0.08% | New | 3,361 | $278K |
| Waterloo Capital, L.P. | 0.02% | Reduce -77.1% | 3,342 | $276K |
| American Institute for Advanced Investment Management, LLP | 0.18% | Add +1.5% | 3,330 | $275K |
| Northeast Financial Group, Inc. | 0.07% | Reduce -8.3% | 3,326 | $275K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.12% | Reduce -23.2% | 3,325 | $275K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -2.3% | 3,296 | $272K |
| VectorGlobal IAG, Inc. | 0.07% | — | 3,291 | $272K |
| Sollinda Capital Management LLC | 0.07% | No change | 3,286 | $271K |
| Smith Thornton Advisors LLC | 0.14% | Reduce -17.7% | 3,281 | $271K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | Add +3.9% | 3,242 | $268K |
| Signal Advisors Wealth, LLC | 0.02% | New | 3,239 | $267K |
| Powerhouse Assets LLC | 0.23% | Add +0.1% | 3,180 | $263K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 3,172 | $262K |
| Kestra Investment Management, LLC | 0.00% | Reduce -12.4% | 3,169 | $262K |
| Etesian Wealth Advisors, Inc. | 0.08% | No change | 3,157 | $261K |
| Darrow Company, Inc. | 0.12% | Add +13.1% | 3,152 | $260K |
| Portside Wealth Group, LLC | 0.04% | New | 3,148 | $260K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 3,138 | $260K |
| Arkfeld Wealth Strategies, L.L.C. | 0.08% | Add +0.3% | 3,128 | $258K |
| Beacon Financial Advisory LLC | 0.06% | New | 3,120 | $258K |
| Pathfinder Wealth Consulting, Inc. | 0.17% | Reduce -43.6% | 3,091 | $255K |
| Roberts Wealth Advisors, LLC | 0.06% | No change | 3,081 | $254K |
| Cynosure Group, LLC | 0.03% | No change | 3,066 | $253K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 3,066 | $253K |
| 1492 Capital Management LLC | 0.10% | Add +21.6% | 3,063 | $253K |
| Autumn Glory Partners, LLC | 0.09% | Reduce -4.2% | 3,062 | $253K |
| ESL Trust Services, LLC | 0.05% | Add +11.5% | 3,060 | $253K |
| Cypress Capital Group | 0.03% | No change | 3,057 | $252K |
| Wealthquest Corp | 0.02% | No change | 3,054 | $252K |
| Verum Partners LLC | 0.05% | Add +0.5% | 3,051 | $252K |
| FCG Investment Co | 0.11% | — | 3,010 | $249K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 3,010 | $249K |
| North Dallas Bank & Trust Co. | 0.17% | New | 3,000 | $248K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,000 | $248K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -2.7% | 2,992 | $247K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -1.1% | 2,978 | $246K |
| J2 Capital Management Inc | 0.17% | No change | 2,970 | $245K |
| Mattern Capital Management, LLC | 0.03% | Reduce -89.8% | 2,960 | $244K |
| BIP Wealth, LLC | 0.01% | Add +3.2% | 2,956 | $244K |
| Sunpointe, LLC | 0.08% | Reduce -1.7% | 2,935 | $242K |
| Mather Group, Llc. | 0.00% | New | 2,934 | $242K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 2,920 | $241K |
| DUTCH ASSET Corp | 0.16% | No change | 2,884 | $238K |
| Centurion Wealth Management LLC | 0.05% | Add +2.1% | 2,884 | $238K |
| Arkansas Financial Group, Inc. | 0.03% | Add +7.7% | 2,861 | $236K |
| Mission Creek Capital Partners, Inc. | 0.05% | Add +0.0% | 2,838 | $234K |
| 1620 Investment Advisors, Inc. | 0.16% | No change | 2,819 | $233K |
| Market Street Wealth Management Advisors LLC | 0.04% | No change | 2,813 | $232K |
| Seelaus Asset Management LLC | 0.17% | Add +10.3% | 2,790 | $230K |
| Ballast Advisors LLC | 0.07% | Reduce -2.1% | 2,783 | $230K |
| Bar Harbor Wealth Management | 0.01% | New | 2,763 | $228K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,763 | $228K |
| Second Line Capital, LLC | 0.04% | Reduce -62.2% | 2,735 | $226K |
| Pinion Investment Advisors, LLC | 0.05% | New | 2,713 | $224K |
| Epiq Partners, LLC | 0.11% | New | 2,697 | $223K |
| Ameriflex Group, Inc. | 0.11% | Reduce -5.1% | 2,685 | $222K |
| TruWealth Advisors, LLC | 0.01% | Reduce -5.1% | 2,684 | $222K |
| SimpliFi, Inc. | 0.09% | Add +0.6% | 2,683 | $222K |
| Ergawealth Advisors, Inc. | 0.10% | Add +2.3% | 2,671 | $221K |
| RoundAngle Advisors LLC | 0.16% | Reduce -2.2% | 2,653 | $219K |
| Lewis Asset Management, LLC | 0.09% | Add +0.7% | 2,647 | $219K |
| Insight Wealth Partners, LLC | 0.09% | Reduce -24.8% | 2,637 | $218K |
| Chatterton & Associates Inc. | 0.15% | New | 2,620 | $216K |
| Centaurus Financial, Inc. | 0.01% | Add +6.8% | 2,604 | $215K |
| Centric Wealth Management | 0.04% | New | 2,590 | $213K |
| Coldstream Capital Management Inc. | 0.00% | No change | 2,567 | $212K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 2,566 | $212K |
| Pettyjohn, Wood & White, Inc. | 0.03% | No change | 2,525 | $208K |
| Hickory Point Bank & Trust | 0.14% | New | 2,521 | $208K |
| Hummer Financial Advisory Services Inc | 0.15% | New | 2,500 | $206K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 2,500 | $206K |
| Sovran Advisors, LLC | 0.02% | Add +0.2% | 2,498 | $206K |
| Lawood & Co. | 0.19% | No change | 2,470 | $204K |
| Mandatum Life Insurance Co Ltd | 0.05% | No change | 2,470 | $204K |
| Interactive Financial Advisors, Inc. | 0.13% | Reduce -0.8% | 2,467 | $204K |
| New Wave Wealth Advisors LLC | 0.07% | Reduce -76.6% | 2,467 | $204K |
| Blueline Advisors LLC | 0.16% | Reduce -43.2% | 2,450 | $202K |
| Pacific Center for Financial Services | 0.05% | Add +0.3% | 2,439 | $201K |
| D L Carlson Investment Group Inc. | 0.03% | Reduce -1.6% | 2,438 | $201K |
| Wingate Wealth Advisors, Inc. | 0.11% | Add +0.4% | 2,437 | $201K |
| Allium Financial Advisors, LLC | 0.16% | No change | 2,433 | $201K |
| Define Financial, LLC | 0.11% | New | 2,427 | $200K |
| GreatBanc Trust CO | 0.14% | Reduce -57.6% | 2,425 | $200K |
| Destiny Wealth Partners, LLC | 0.02% | New | 2,411 | $199K |
| Crewe Advisors LLC | 0.02% | Add +3.5% | 2,394 | $198K |
| Tompkins Financial Corp. | 0.02% | Reduce -98.3% | 2,336 | $193K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.0% | 2,308 | $191K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 2,299 | $190K |
| CNB Bank | 0.08% | Add +5.6% | 2,258 | $186K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -46.6% | 2,142 | $177K |
| Richards, Merrill & Peterson, Inc. | 0.06% | Add +27.7% | 2,072 | $171K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 2,050 | $169K |
| 2UniFi Bank | 0.08% | Add +3.2% | 2,049 | $169K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.6% | 2,046 | $169K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,937 | $160K |
| Triumph Capital Management | 0.03% | Add +251.1% | 1,868 | $154K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.6% | 1,838 | $152K |
| Horizons Wealth Management | 0.10% | Reduce -1.6% | 1,744 | $144K |
| Ameliora Wealth Management Ltd. | 0.05% | No change | 1,730 | $143K |
| Robinswood Financial LLC | 0.04% | No change | 1,694 | $140K |
| Aventura Private Wealth, LLC | 0.05% | Reduce -26.3% | 1,647 | $136K |
| SIMA Wealth Partners, LLC | 0.10% | Reduce -21.0% | 1,620 | $134K |
| Deane Retirement Strategies, Inc. | 0.05% | Add +0.1% | 1,612 | $133K |
| Lummis Asset Management, LP | 0.08% | No change | 1,595 | $132K |
| Finley Financial, LLC | 0.06% | Reduce -51.2% | 1,535 | $127K |
| Gables Capital Management Inc. | 0.05% | No change | 1,469 | $121K |
| Essential Partners LLC | 0.04% | Add +0.5% | 1,429 | $118K |
| Copia Wealth Management | 0.08% | Reduce -42.4% | 1,429 | $118K |
| Solstein Capital, LLC | 0.05% | New | 1,366 | $113K |
| Trust Co. of Toledo NA | 0.01% | Add +691.2% | 1,345 | $111K |
| Sound Income Strategies, LLC | 0.01% | Add +0.5% | 1,341 | $110K |
| Tower View Wealth Management LLC | 0.05% | Add +11.4% | 1,285 | $106K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -13.8% | 1,255 | $104K |
| Caldwell Trust Co | 0.01% | No change | 1,249 | $103K |
| Centerpoint Advisors, LLC | 0.03% | Add +9.7% | 1,234 | $102K |
| HighMark Wealth Management LLC | 0.04% | Add +0.5% | 1,203 | $99K |
| Grove Bank & Trust | 0.01% | No change | 1,200 | $99K |
| TopTier Wealth Management, LLC | 0.06% | New | 1,147 | $95K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 1,116 | $92K |
| Peck Wealth Management, LLC | 0.09% | No change | 1,100 | $91K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,100 | $91K |
| Godfrey Financial Associates, Inc. | 0.07% | No change | 1,019 | $84K |
| Axiom Investment Management LLC | 0.06% | — | 1,001 | $83K |
| Holos Integrated Wealth LLC | 0.04% | Add +170.7% | 961 | $79K |
| St Germain D J Co. Inc. | 0.00% | Reduce -9.6% | 943 | $78K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 908 | $75K |
| Highline Wealth Partners LLC | 0.02% | No change | 894 | $74K |
| Wellington Grp LLC | 0.02% | No change | 880 | $73K |
| Advisortrust Partners, LLC | 0.03% | New | 879 | $73K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 875 | $72K |
| Horizon Investments, LLC | 0.00% | Reduce -14.0% | 880 | $72K |
| Darwin Wealth Management, LLC | 0.02% | Add +0.6% | 852 | $70K |
| Breakwater Investment Management | 0.02% | No change | 782 | $65K |
| Colonial Trust Advisors | 0.00% | Add +8.8% | 694 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 673 | $56K |
| Caitlin John, LLC | 0.03% | Reduce -23.5% | 652 | $54K |
| Financial Network Wealth Advisors LLC | 0.06% | New | 651 | $54K |
| Mosley Wealth Management | 0.02% | New | 647 | $54K |
| Chilton Capital Management LLC | 0.00% | No change | 640 | $53K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 615 | $51K |
| IFS Advisors, LLC | 0.03% | No change | 600 | $50K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 600 | $50K |
| New Republic Capital, LLC | 0.02% | No change | 546 | $45K |
| Union Savings Bank | 0.02% | No change | 544 | $45K |
| Bank of New Hampshire | 0.01% | Reduce -11.9% | 538 | $44K |
| Founders Financial Alliance, LLC | 0.01% | New | 537 | $44K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $41K |
| Park Place Capital Corp | 0.01% | Reduce -80.5% | 500 | $41K |
| McIlrath & Eck, LLC | 0.00% | No change | 491 | $41K |
| Asset Dedication, LLC | 0.00% | Reduce -79.7% | 485 | $40K |
| Van Eck Associates Corp. | 0.00% | Add +15.9% | 482 | $40K |
| Tidemark, LLC | 0.01% | New | 480 | $40K |
| Merkkuri Wealth Advisors LLC | 0.02% | New | 456 | $38K |
| Roxbury Financial LLC | 0.03% | No change | 439 | $36K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +779.2% | 422 | $35K |
| 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% | No change | 400 | $33K |
| JNBA Financial Advisors | 0.00% | No change | 395 | $33K |
| Millstone Evans Group, LLC | 0.02% | No change | 394 | $33K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -18.3% | 379 | $31K |
| CENTRAL TRUST Co | 0.00% | No change | 374 | $31K |
| Eastern Bank | 0.00% | Reduce -73.0% | 367 | $30K |
| Ashton Thomas Securities, LLC | 0.00% | New | 362 | $30K |
| Lodestone Wealth Management LLC | 0.01% | Add +0.3% | 348 | $29K |
| Pflug Koory, LLC | 0.01% | Add +0.3% | 337 | $28K |
| West Branch Capital LLC | 0.01% | Add +0.6% | 337 | $28K |
| Rakuten Securities, Inc. | 0.01% | Add +511.1% | 330 | $27K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +345.8% | 321 | $26K |
| Roble, Belko & Company, Inc | 0.00% | Reduce -86.3% | 302 | $25K |
| MCF Advisors LLC | 0.00% | No change | 300 | $25K |
| Armor Investment Advisors, LLC | 0.01% | No change | 267 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 262 | $22K |
| Hollencrest Capital Management | 0.00% | No change | 257 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 252 | $21K |
| NFSG Corp | 0.00% | New | 247 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 226 | $19K |
| Nvest Wealth Strategies, Inc. | 0.01% | New | 223 | $18K |
| Salem Investment Counselors Inc. | 0.00% | New | 218 | $18K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 212 | $18K |
| Protective Life Corp. | 0.05% | New | 196 | $16K |
| Delta Asset Management LLC | 0.00% | No change | 190 | $16K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 188 | $16K |
| Bogart Wealth, LLC | 0.00% | No change | 175 | $14K |
| 3 Factor Indexing, LLC | 0.01% | — | 172 | $14K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 172 | $14K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -97.6% | 170 | $14K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 170 | $14K |
| Vanguard Advisers Inc. | 0.00% | — | 162 | $13K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 161 | $13K |
| Addison Advisors LLC | 0.00% | No change | 160 | $13K |
| YANKCOM Partnership | 0.01% | New | 158 | $13K |
| Signature Equity Partners, LLC | 0.01% | Add +252.3% | 155 | $13K |
| Truvestments Capital LLC | 0.00% | New | 154 | $13K |
| Colonial Trust Co / SC | 0.00% | No change | 151 | $12K |
| Obsidian Cio, LLC | 0.01% | Reduce -18.0% | 91 | $12K |
| City State Bank | 0.00% | Add +55.8% | 134 | $11K |
| Avion Wealth | 0.00% | No change | 135 | $11K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 129 | $11K |
| Park Square Financial Group, LLC | 0.08% | Reduce -77.8% | 125 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 123 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Add +515.0% | 123 | $10K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 121 | $10K |
| Arlington Trust Co LLC | 0.00% | No change | 110 | $9K |
| IMG Wealth Management, Inc. | 0.01% | No change | 108 | $9K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 105 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 100 | $8K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -95.1% | 100 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 95 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 92 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | New | 90 | $7K |
| Independence Bank of Kentucky | 0.00% | No change | 86 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 88 | $7K |
| Archer Investment Corp | 0.00% | Add +1.2% | 83 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 81 | $7K |
| Horizon Financial Services, LLC | 0.00% | No change | 75 | $6K |
| First United Bank & Trust | 0.00% | Reduce -11.8% | 75 | $6K |
| Synergy Investment Management, LLC | 0.00% | New | 69 | $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 |
| Strategic Investment Solutions, Inc. | 0.00% | Add +1.9% | 53 | $4K |
| Reicon Wealth Advisors, LLC | 0.00% | New | 50 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 49 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 36 | $3K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 33 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 32 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 26 | $2K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 25 | $2K |
| Vanguard National Trust Co | 0.00% | — | 23 | $2K |
| Pacifica Partners Inc. | 0.00% | Reduce -83.0% | 20 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 15 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 12 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 11 | $908 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 11 | $908 |
| Vision Retirement, LLC | 0.00% | No change | 10 | $826 |
| Topsail Wealth Management, LLC | 0.00% | No change | 5 | $413 |
| Toth Financial Advisory Corp. | 0.00% | No change | 4 | $331 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 3 | $248 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $247 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $90 |
| Howe & Rusling Inc. | 0.00% | Reduce -99.7% | 1 | $83 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 1 | $83 |
"% 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.