iShares 1-3 Year Treasury BoSHYETF
13F holders, Q2 2026 (June 30)1,215holders −9
84new positions
88sold out
2famous investors
$81.11avg. 13F price*
At the end of Q2 2026, 1,215 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, down 9 from Q1 2026. 84 opened new positions and 88 sold out. The largest holders were Morgan Stanley ($2.0B), Captrust Financial Advisors ($1.7B) and Bank of America Corp. ($1.4B). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $159.8M |
| Exits | 88 | $594.9M |
All 13F filers, Q1 2026 → Q2 2026: 31,602,418 shares bought and 17,459,336 shares sold, net +14,143,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,215 holders
| Morgan Stanley | 0.10% | Add +5.6% | 23,782,177 | $2.0B |
| Captrust Financial Advisors | 2.65% | Add +9.9% | 21,086,882 | $1.7B |
| Bank of America Corp. | 0.09% | Add +10.1% | 17,222,354 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +8.0% | 12,621,912 | $1.0B |
| FMR LLC | 0.04% | Add +182.1% | 11,506,634 | $944.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -27.8% | 9,027,794 | $741.8M |
| Ameriprise Financial Inc. | 0.10% | Reduce -3.9% | 6,154,693 | $509.7M |
| Wells Fargo & Company | 0.08% | Reduce -0.6% | 5,682,654 | $466.6M |
| Bank of New York Mellon Corp | 0.08% | Reduce -2.0% | 5,600,457 | $459.9M |
| LPL Financial LLC | 0.10% | Reduce -6.7% | 5,477,221 | $449.7M |
| Raymond James Financial Inc. | 0.11% | Add +10.1% | 5,038,978 | $413.8M |
| UBS Group AG | 0.06% | Reduce -2.4% | 4,710,588 | $386.8M |
| Assetmark, Inc. | 0.65% | Add +44.2% | 4,577,908 | $375.9M |
| Bank of Montreal | 0.13% | Add +18.4% | 4,344,176 | $356.7M |
| Manufacturers Life Insurance Company, The | 0.23% | Add +225.0% | 3,545,364 | $291.1M |
| Royal Bank of Canada | 0.05% | Reduce -0.8% | 3,485,702 | $286.2M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -6.8% | 3,345,948 | $274.7M |
| Pinebridge Investments Asia Ltd. | 77.87% | Add +1.3% | 2,773,000 | $227.7M |
| PNC Financial Services Group, Inc. | 0.11% | Add +13.9% | 2,766,431 | $227.2M |
| Truist Financial Corp. | 0.26% | Add +16.2% | 2,676,009 | $219.7M |
| Cerity Partners LLC | 0.25% | Reduce -1.0% | 2,479,279 | $203.6M |
| Stifel Financial Corp. | 0.15% | Add +41.1% | 2,125,383 | $174.5M |
| AIA Group Ltd | 1.47% | Add +60.1% | 1,425,189 | $117.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -5.5% | 1,400,733 | $115.0M |
| Focus Partners Wealth | 0.10% | Reduce -3.2% | 1,210,138 | $99.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.0% | 1,198,032 | $98.4M |
| Smithfield Trust Co | 3.74% | Add +2.2% | 1,141,250 | $93.7M |
| Citigroup Inc. | 0.04% | Add +35.8% | 1,133,190 | $93.0M |
| Barclays PLC | 0.03% | Add +40.5% | 1,053,819 | $86.5M |
| TFC Financial Management, Inc. | 9.34% | Add +3.6% | 1,026,401 | $84.3M |
| Americana Partners, LLC | 1.84% | Add +4.1% | 993,588 | $81.6M |
| Quent Capital, LLC | 4.77% | Add +22.4% | 944,744 | $77.6M |
| Wealthfront Advisers LLC | 0.14% | Reduce -10.2% | 910,823 | $74.8M |
| Osaic Holdings, Inc. | 0.09% | Reduce -8.0% | 898,751 | $73.8M |
| CX Institutional | 2.12% | Add +118.8% | 894,736 | $73.5M |
| Bleakley Financial Group, LLC | 0.91% | Reduce -1.5% | 870,227 | $71.5M |
| Modern Wealth Management, LLC | 0.83% | Add +80.9% | 849,764 | $69.8M |
| CWA Asset Management Group, LLC | 2.13% | Reduce -3.9% | 843,777 | $69.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.0% | 837,714 | $68.8M |
| TD Private Client Wealth LLC | 1.23% | Reduce -1.6% | 818,344 | $67.2M |
| Wealthspire Advisors, LLC | 0.37% | Add +4255.6% | 817,585 | $67.1M |
| Lido Advisors, LLC | 0.24% | Reduce -12.3% | 814,969 | $66.9M |
| Beacon Investment Advisory Services, Inc. | 2.37% | Reduce -0.8% | 775,709 | $63.7M |
| MML Investors Services, LLC | 0.13% | Add +31.6% | 773,885 | $63.5M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.2% | 739,930 | $60.8M |
| Atwood & Palmer Inc. | 3.21% | Add +2.1% | 732,119 | $60.1M |
| Evergreen Capital Management LLC | 1.05% | Reduce -11.6% | 727,713 | $59.8M |
| US Bancorp \de | 0.06% | Reduce -7.5% | 708,259 | $58.2M |
| Amundi | 0.01% | No change | 669,900 | $55.0M |
| Fisher Asset Management | 0.02% | Add +8.2% | 654,407 | $53.7M |
| Allianz SE | 0.54% | Add +72.1% | 628,900 | $51.6M |
| Cetera Investment Advisers | 0.05% | Add +2.2% | 626,684 | $51.5M |
| Scopus Asset Management, L.P. | 1.17% | No change | 605,726 | $49.7M |
| Pinnacle Financial Partners, Inc. | 0.33% | Add +1.4% | 583,186 | $47.9M |
| Silicon Valley Capital Partners | 3.83% | Add +12.5% | 576,059 | $47.3M |
| Fifth Third Bancorp | 0.08% | Reduce -10.8% | 575,332 | $47.2M |
| Guggenheim Capital LLC | 0.29% | Reduce -4.0% | 550,188 | $45.2M |
| America First Investment Advisors, LLC | 8.16% | Reduce -0.3% | 535,584 | $44.0M |
| Stephens Inc. | 0.45% | Reduce -3.8% | 484,807 | $39.8M |
| Rockefeller Capital Management L.P. | 0.06% | Add +13.8% | 481,437 | $39.5M |
| Dakota Wealth Management | 0.75% | Add +13.4% | 476,187 | $39.1M |
| Farther Finance Advisors, LLC | 0.30% | Add +12.8% | 468,870 | $38.5M |
| Strategic Investment Advisors / MI | 2.28% | Add +42.6% | 458,650 | $37.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.23% | Add +35.3% | 449,563 | $36.9M |
| M&T Bank Corp | 0.10% | Add +1.0% | 434,450 | $35.7M |
| Keybank National Association | 0.12% | Add +4.4% | 427,389 | $35.1M |
| Allspring Global Investments Holdings, LLC | 0.05% | No change | 421,143 | $34.6M |
| Advisors Preferred, LLC | 5.23% | Add +0.3% | 411,860 | $33.7M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -61.7% | 410,527 | $33.7M |
| Mariner, LLC | 0.03% | Add +15.5% | 407,521 | $33.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +4.1% | 459,741 | $33.1M |
| Anchor Capital Advisors LLC | 0.93% | Add +0.5% | 400,907 | $32.9M |
| Zacks Investment Management | 0.23% | Reduce -0.0% | 399,031 | $32.8M |
| Edge Wealth Management LLC | 5.44% | Add +0.8% | 393,457 | $32.3M |
| Cerity Partners OCIO LLC | 1.63% | Add +61.0% | 393,387 | $32.3M |
| SouthState Bank Corp | 1.33% | Add +0.4% | 389,010 | $31.9M |
| Private Advisor Group, LLC | 0.14% | Reduce -17.8% | 369,227 | $30.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +18.1% | 365,570 | $30.0M |
| Curi Capital, LLC | 0.46% | Reduce -16.8% | 363,486 | $29.8M |
| Advisory Services Network, LLC | 0.34% | Add +6.3% | 361,991 | $29.7M |
| NorthCoast Asset Management LLC | 0.65% | Add +46.1% | 355,292 | $29.2M |
| Proficio Capital Partners LLC | 1.05% | Reduce -8.4% | 354,385 | $29.1M |
| Mesirow Financial Investment Management, Inc. | 0.43% | Reduce -47.7% | 335,614 | $27.6M |
| Santa Clara Valley Transportation Authority | 21.26% | Add +1.5% | 334,415 | $27.5M |
| Element Pointe Advisors, LLC | 4.39% | Add +1.7% | 332,037 | $27.3M |
| Birchcreek Wealth Management, LLC | 10.56% | Add +12.9% | 330,048 | $27.1M |
| Financial Consulate, Inc. | 3.00% | Add +1.6% | 328,601 | $27.0M |
| Corient Private Wealth LP | 0.04% | Reduce -8.1% | 326,906 | $26.8M |
| Fiduciary Group, LLC | 2.07% | Reduce -4.9% | 321,396 | $26.4M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +0.5% | 320,887 | $26.3M |
| Sigma Planning Corp | 0.66% | Add +5.6% | 320,294 | $26.3M |
| Jones Financial Companies LLLP | 0.01% | Add +34.7% | 318,760 | $26.2M |
| Scotia Capital Inc. | 0.10% | Add +5.7% | 315,443 | $25.9M |
| Baird Financial Group, Inc. | 0.03% | Add +5.5% | 303,706 | $24.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +0.1% | 301,092 | $24.7M |
| Axxcess Wealth Management, LLC | 0.39% | Add +418.9% | 300,808 | $24.7M |
| Nixon Peabody Trust Co. | 1.74% | Add +6.1% | 299,198 | $24.6M |
| Kingsview Wealth Management, LLC | 0.29% | Add +6.4% | 288,562 | $23.7M |
| Johnson Investment Counsel Inc. | 0.17% | Add +0.7% | 281,607 | $23.1M |
| Clarity Financial LLC | 1.87% | Add +1.7% | 266,695 | $21.9M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -4.7% | 265,473 | $21.8M |
| Global Trust Asset Management, LLC | 6.82% | Add +30.9% | 265,342 | $21.8M |
| West Virginia University Foundation, Inc | 1.75% | No change | 261,567 | $21.5M |
| Dynamic Advisor Solutions LLC | 0.61% | Add +7.0% | 261,185 | $21.4M |
| CVS HEALTH Corp | 9.41% | Add +10.7% | 258,100 | $21.2M |
| Ascent Group, LLC | 0.63% | Add +8.8% | 255,546 | $21.0M |
| NewEdge Advisors, LLC | 0.06% | Reduce -14.0% | 255,245 | $21.0M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +122.2% | 254,998 | $20.9M |
| Mader & Shannon Wealth Management, Inc. | 9.67% | Add +0.3% | 252,127 | $20.7M |
| Ballast, Inc. | 3.81% | Add +11.0% | 245,825 | $20.2M |
| Ridgepath Capital Management LLC | 8.85% | New | 244,221 | $20.1M |
| Procyon Advisors, LLC | 0.85% | Reduce -0.2% | 240,948 | $19.8M |
| Peapack Gladstone Financial Corp. | 0.23% | Add +4.1% | 239,897 | $19.7M |
| Elevate Capital Advisors, LLC | 10.67% | Add +32.7% | 234,728 | $19.3M |
| Victory Capital Management Inc. | 0.01% | New | 231,566 | $19.0M |
| Barry Investment Advisors, LLC | 3.94% | Add +48.1% | 229,559 | $18.8M |
| DT Investment Partners, LLC | 1.40% | Add +14.0% | 228,347 | $18.7M |
| Portfolio Design Labs, LLC | 3.04% | Add +9.7% | 226,022 | $18.6M |
| Sollinda Capital Management LLC | 3.96% | Add +6767.7% | 225,674 | $18.5M |
| Wealthspire Retirement, LLC | 1.01% | Add +6.3% | 225,123 | $18.5M |
| Concurrent Investment Advisors, LLC | 0.16% | Reduce -2.3% | 222,852 | $18.3M |
| MBL Wealth, LLC | 1.20% | Add +3.1% | 213,461 | $17.5M |
| Acorns Advisers, LLC | 0.11% | Add +5.9% | 213,105 | $17.5M |
| Insight 2811, Inc. | 7.00% | Reduce -0.3% | 210,540 | $17.3M |
| Montag A & Associates Inc. | 0.73% | Add +5.1% | 210,022 | $17.2M |
| Ashton Thomas Private Wealth, LLC | 0.36% | Reduce -33.6% | 207,508 | $17.0M |
| Empowered Funds, LLC | 0.09% | New | 207,164 | $17.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -32.0% | 204,045 | $16.8M |
| HSBC Holdings PLC | 0.01% | Add +4.7% | 199,454 | $16.4M |
| Innova Wealth Partners | 6.55% | Reduce -39.4% | 192,708 | $15.8M |
| National Bank of Canada | 0.01% | Add +88.2% | 192,260 | $15.8M |
| Core Capital Management & Research, inc. | 8.28% | — | 192,124 | $15.8M |
| Clear Wave Wealth Management LLC | 3.50% | Add +6.8% | 191,530 | $15.7M |
| Partners Capital Investment Group, LLP | 0.55% | Add +62.5% | 191,523 | $15.7M |
| Northstar Advisory Group, LLC | 4.82% | Add +46.4% | 188,803 | $15.5M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -5.9% | 187,659 | $15.4M |
| Everstar Asset Management, LLC | 7.35% | Add +61.2% | 185,637 | $15.2M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -5.0% | 184,359 | $15.1M |
| Camden National Bank | 1.96% | Add +5.4% | 183,465 | $15.1M |
| StrongBox Wealth, LLC | 4.26% | Add +2.1% | 182,124 | $15.0M |
| Susquehanna International Group, LLP | 0.01% | Add +302.6% | 180,720 | $14.8M |
| IFP Advisors, Inc | 0.27% | Add +16.6% | 180,492 | $14.8M |
| First Citizens Bank & Trust Co. | 0.22% | Add +153.4% | 179,273 | $14.7M |
| Salomon & Ludwin, LLC | 1.20% | Add +4.4% | 178,384 | $14.6M |
| Ifrah Financial Services, Inc. | 3.52% | Add +1.6% | 175,417 | $14.4M |
| Park Avenue Securities LLC | 0.09% | Add +17.2% | 171,523 | $14.1M |
| Broyhill Asset Management, LLC | 12.18% | Add +104.2% | 166,873 | $13.7M |
| 1832 Asset Management L.P. | 0.02% | Add +1.0% | 158,913 | $13.0M |
| McKinley Carter Wealth Services, Inc. | 0.66% | Add +34.1% | 155,453 | $12.8M |
| AdvisorNet Financial, Inc | 0.58% | Add +1.8% | 155,168 | $12.7M |
| Brookstone Capital Management | 0.13% | Add +20.6% | 154,574 | $12.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +104.5% | 153,791 | $12.6M |
| Syntax Research, Inc. | 9.21% | Add +93.8% | 153,197 | $12.6M |
| Clearstead Advisors, LLC | 0.12% | Add +3.9% | 151,379 | $12.4M |
| Leuthold Group, LLC | 1.24% | Reduce -4.5% | 149,887 | $12.3M |
| Cambient Family Office, LLC | 1.51% | No change | 149,814 | $12.3M |
| MAI Capital Management | 0.05% | Add +19.4% | 148,847 | $12.2M |
| Argent Advisors, Inc. | 3.05% | Add +1.1% | 148,295 | $12.2M |
| Parkway Wealth Management Group, LLC | 1.38% | Reduce -0.9% | 145,456 | $11.9M |
| GFS Advisors, LLC | 1.27% | Add +121.2% | 10,936 | $11.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.8% | 145,222 | $11.9M |
| Foundations Investment Advisors, LLC | 0.12% | Reduce -10.7% | 145,006 | $11.9M |
| Criteria Caixa, S.A.U. | 50.30% | No change | 2,000,000 | $11.9M |
| Convergence Financial, LLC | 0.94% | New | 144,708 | $11.9M |
| D.A. Davidson & Co. | 0.07% | Reduce -5.8% | 143,663 | $11.8M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -2.9% | 143,218 | $11.8M |
| Capital Investment Services of America, Inc. | 1.13% | Reduce -3.1% | 139,864 | $11.5M |
| Main Street Financial Solutions, LLC | 0.73% | Add +32.5% | 138,410 | $11.4M |
| MBA Advisors LLC | 3.86% | Add +11.2% | 138,014 | $11.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.21% | Add +12.0% | 137,118 | $11.3M |
| Pointe Capital Management LLC | 5.03% | Add +15.4% | 136,813 | $11.2M |
| Global Retirement Partners, LLC | 0.17% | — | 136,583 | $11.2M |
| First American Trust, FSB | 0.67% | Reduce -1.8% | 135,168 | $11.1M |
| Allianz Asset Management GmbH | 0.01% | Add +59.2% | 134,928 | $11.1M |
| Creative Planning | 0.01% | Reduce -5.1% | 134,584 | $11.1M |
| Roof Eidam Maycock Peralta, LLC | 2.17% | New | 134,335 | $11.0M |
| Main Management LLC | 0.74% | Add +0.4% | 133,271 | $10.9M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -36.1% | 127,822 | $10.5M |
| Morris Financial Concepts, Inc. | 3.20% | Reduce -0.3% | 127,224 | $10.4M |
| Lake Hills Wealth Management, LLC | 4.66% | Add +54.7% | 124,748 | $10.2M |
| Shira Ridge Wealth Management | 3.56% | Add +23.9% | 124,436 | $10.2M |
| Pure Financial Advisors, LLC | 0.13% | Add +8.8% | 123,851 | $10.2M |
| James Investment Research, Inc. | 1.02% | Reduce -0.5% | 121,900 | $10.0M |
| Schroder Investment Management Group | 0.01% | Add +121.2% | 121,281 | $10.0M |
| Symmetry Partners, LLC | 0.50% | Add +8.3% | 119,092 | $9.8M |
| Little House Capital LLC | 2.18% | Add +1.9% | 118,056 | $9.7M |
| Becker Capital Management Inc. | 0.26% | Add +4.9% | 117,668 | $9.7M |
| NerdWallet Wealth Partners, LLC | 3.32% | Add +13.0% | 117,175 | $9.6M |
| Graybill Wealth Management, LTD. | 2.58% | Add +3.0% | 116,587 | $9.6M |
| Range Advisory, LLC | 1.13% | Add +58.3% | 116,043 | $9.5M |
| Cabot Wealth Management Inc. | 0.96% | Reduce -45.1% | 115,086 | $9.4M |
| Heck Capital Advisors, LLC | 0.56% | Add +19.9% | 114,688 | $9.4M |
| World Investment Advisors | 0.16% | Reduce -0.2% | 113,761 | $9.4M |
| Buttonwood Financial Advisors Inc. | 2.86% | Add +3.3% | 114,361 | $9.4M |
| BayBridge Capital Group, LLC | 4.82% | Add +27.2% | 112,758 | $9.3M |
| Dogwood Wealth Management LLC | 3.61% | Add +3.8% | 111,404 | $9.1M |
| KFA Private Wealth Group, LLC | 2.19% | Add +13.5% | 110,642 | $9.1M |
| Silver Oak Securities, Incorporated | 0.55% | Add +8.5% | 110,511 | $9.1M |
| Spectrum Strategic Capital Management, LLC | 4.49% | Add +3.6% | 110,415 | $9.1M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -61.1% | 109,749 | $9.0M |
| Alamar Capital Management, LLC | 4.55% | Reduce -3.1% | 109,659 | $9.0M |
| Palladiem, LLC | 8.68% | New | 108,950 | $8.9M |
| Premier Path Wealth Partners, LLC | 1.03% | Add +7.0% | 108,868 | $8.9M |
| Flputnam Investment Management Co. | 0.11% | Reduce -5.5% | 108,042 | $8.9M |
| JFS Wealth Advisors, LLC | 0.44% | Add +1.4% | 108,034 | $8.9M |
| Waverly Advisors, LLC | 0.05% | Add +4.7% | 107,804 | $8.9M |
| Invariant Investment Management | 5.14% | Add +0.5% | 106,994 | $8.8M |
| Beacon Wealthcare LLC | 2.78% | Add +2.1% | 105,748 | $8.7M |
| SIH Partners, LLLP | 0.36% | New | 105,126 | $8.6M |
| Angeles Wealth Management, LLC | 0.39% | Add +10.5% | 104,938 | $8.6M |
| Eley Financial Management, Inc | 2.79% | Add +4.6% | 104,921 | $8.6M |
| Midwest Heritage Bank, FSB | 2.44% | Add +3.9% | 104,873 | $8.6M |
| Edgestream Partners, L.P. | 0.26% | Add +733.9% | 104,759 | $8.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -35.1% | 104,738 | $8.6M |
| Spire Wealth Management | 0.26% | Add +7.9% | 103,964 | $8.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -13.9% | 103,125 | $8.5M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -3.0% | 101,922 | $8.4M |
| Mariner Investment Group LLC | 3.10% | Add +33.5% | 101,199 | $8.3M |
| Durante & Waters, LLC | 5.42% | Add +11.6% | 100,742 | $8.3M |
| Cascade Financial Partners, LLC | 0.71% | Add +6.2% | 99,694 | $8.2M |
| Mutual Advisors, LLC | 0.15% | Add +4.1% | 99,325 | $8.2M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +16.4% | 99,113 | $8.1M |
| Equitable Holdings, Inc. | 0.05% | Add +4.6% | 98,604 | $8.1M |
| First Heartland Consultants, Inc. | 0.50% | Add +2.7% | 94,638 | $7.8M |
| Members Trust Co | 0.24% | Reduce -11.5% | 93,370 | $7.7M |
| Brady Family Wealth, LLC | 2.21% | Add +9.6% | 93,147 | $7.6M |
| Cerro Pacific Wealth Advisors LLC | 1.71% | Add +5.7% | 92,164 | $7.6M |
| Patten & Patten Inc. | 0.40% | Add +10.6% | 92,161 | $7.6M |
| Alterna Wealth Management, Inc. | 4.32% | Add +9.7% | 91,691 | $7.5M |
| Tower Research Capital LLC (TRC) | 0.18% | Add +36065.5% | 91,137 | $7.5M |
| SG Americas Securities, LLC | 0.00% | Add +1045.7% | 90,799 | $7.5M |
| Kelleher Financial Advisors | 1.06% | Add +342.2% | 90,436 | $7.4M |
| Money Concepts Capital Corp. | 0.34% | Reduce -46.1% | 90,281 | $7.4M |
| Fifth Third Securities, Inc. | 0.42% | Add +30.7% | 89,618 | $7.4M |
| Traphagen Investment Advisors LLC | 0.52% | Reduce -41.9% | 89,004 | $7.3M |
| Layline Advisors, LLC | 6.45% | Add +10.7% | 87,562 | $7.2M |
| Ancora Advisors LLC | 0.14% | Reduce -3.2% | 86,851 | $7.1M |
| Independent Solutions Wealth Management, LLC | 0.93% | Add +2.0% | 86,498 | $7.1M |
| Napier Financial, LLC | 1.46% | Add +2.6% | 85,389 | $7.0M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -3.4% | 85,172 | $7.0M |
| Mount Lucas Management LP | 2.47% | Add +34.7% | 84,507 | $6.9M |
| Patriot Investment Management Group, Inc. | 0.40% | Reduce -1.6% | 84,438 | $6.9M |
| NBT Bank, N.A. | 0.45% | Reduce -2.2% | 83,433 | $6.9M |
| Boltwood Capital Management | 1.57% | Add +0.1% | 83,420 | $6.8M |
| Westwood Wealth Management | 1.97% | Add +111.9% | 82,750 | $6.8M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -8.7% | 82,587 | $6.8M |
| Kooman & Associates | 1.81% | Add +2.9% | 82,245 | $6.8M |
| Great Lakes Retirement, Inc. | 0.58% | Add +6.2% | 79,934 | $6.6M |
| Bison Wealth, LLC | 0.60% | Add +4.6% | 78,905 | $6.5M |
| Modus Advisors, LLC | 1.59% | Add +2.9% | 78,243 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -4.7% | 77,940 | $6.4M |
| Kiker Wealth Management, LLC | 2.49% | Add +25.1% | 77,686 | $6.4M |
| Independent Wealth Advisors LLC | 5.76% | Add +62.5% | 77,563 | $6.4M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -11.5% | 76,225 | $6.3M |
| DAVENPORT & Co LLC | 0.03% | Reduce -10.0% | 75,973 | $6.2M |
| SevenBridge Financial Group, LLC | 0.92% | Reduce -3.9% | 76,053 | $6.2M |
| Able Wealth Management LLC | 1.43% | Add +0.3% | 75,736 | $6.2M |
| Well Done, LLC | 0.83% | Reduce -15.2% | 74,778 | $6.1M |
| Wellington-Altus USA Inc. | 4.37% | Add +0.0% | 74,306 | $6.1M |
| CPR Investments Inc. | 4.71% | Add +99.5% | 74,577 | $6.1M |
| Capasso Planning Partners LLC | 3.05% | Reduce -0.2% | 74,526 | $6.1M |
| Focus Financial Network, Inc. | 0.19% | Reduce -1.4% | 74,405 | $6.1M |
| Leavell Investment Management, Inc. | 0.22% | Add +6.7% | 74,137 | $6.1M |
| Oxbow Advisors, LLC | 0.50% | Add +11.6% | 74,065 | $6.1M |
| Fidelity D & D Bancorp Inc. | 2.08% | Add +8.8% | 73,724 | $6.1M |
| Strategic Blueprint, LLC | 0.30% | Reduce -1.5% | 73,517 | $6.0M |
| Crescent Grove Advisors, LLC | 0.51% | Add +50.2% | 73,325 | $6.0M |
| American Wealth Advisors, LLC | 5.63% | Reduce -1.4% | 73,107 | $6.0M |
| Koa Wealth Management, LLC | 4.08% | Add +9.4% | 73,075 | $6.0M |
| Principal Securities, Inc. | 0.07% | Reduce -25.7% | 72,255 | $5.9M |
| Glenview Trust Co | 0.08% | Add +3.1% | 72,231 | $5.9M |
| Sugar Maple Asset Management, LLC | 3.80% | Reduce -9.1% | 71,729 | $5.9M |
| Thayer Partners, LLC / MA | 2.42% | Add +0.9% | 71,247 | $5.9M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -13.2% | 70,593 | $5.8M |
| Transamerica Financial Advisors, LLC | 0.49% | Add +108.5% | 70,033 | $5.8M |
| Quantinno Capital Management LP | 0.01% | New | 69,659 | $5.7M |
| Blair William & Co. | 0.01% | Reduce -4.6% | 69,455 | $5.7M |
| Bearing Point Capital, LLC | 0.77% | Reduce -45.8% | 69,117 | $5.7M |
| Biltmore Family Office, LLC | 0.73% | Reduce -6.9% | 67,774 | $5.6M |
| Guidance Capital, Inc. | 1.19% | Add +13.1% | 67,859 | $5.6M |
| FWL Investment Management, LLC | 1.02% | Add +25.8% | 67,732 | $5.6M |
| Bulltick Wealth Management, LLC | 1.13% | Reduce -30.4% | 67,562 | $5.5M |
| Banco Santander, S.A. | 0.03% | Add +1.3% | 67,368 | $5.5M |
| Checchi Capital Advisers, LLC | 0.35% | Add +2.0% | 67,264 | $5.5M |
| Ameraudi Asset Management, Inc. | 2.50% | New | 67,235 | $5.5M |
| Aries Wealth Management | 1.08% | Add +6.3% | 67,145 | $5.5M |
| National Philanthropic Trust | 0.08% | Reduce -31.6% | 66,890 | $5.5M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -8.1% | 66,578 | $5.5M |
| Bienville Capital Management, LLC | 0.79% | Add +85.4% | 66,573 | $5.5M |
| Semitam Bonam LLC | 4.01% | Add +3.2% | 66,497 | $5.5M |
| Flow Traders U.S. LLC | 0.22% | New | 66,128 | $5.4M |
| Greenspring Advisors, LLC | 0.30% | Reduce -7.7% | 66,108 | $5.4M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +5.3% | 65,894 | $5.4M |
| Tidal Investments LLC | 0.01% | Reduce -34.0% | 65,859 | $5.4M |
| Citizens Financial Group Inc. | 0.06% | Reduce -12.1% | 65,587 | $5.4M |
| One Day In July LLC | 0.37% | Add +2.8% | 64,742 | $5.3M |
| MinichMacGregor Wealth Management, LLC | 0.80% | Add +4.8% | 64,091 | $5.3M |
| Discovery Capital Management, LLC / CT | 0.22% | Add +11.6% | 63,237 | $5.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.02% | Add +19.2% | 63,210 | $5.2M |
| GLOBALT Investments LLC / GA | 0.17% | Add +275.2% | 62,850 | $5.2M |
| Peoples Bank | 2.62% | Add +49.1% | 62,034 | $5.1M |
| &partners | 0.02% | Reduce -26.0% | 61,825 | $5.1M |
| Arete Wealth Advisors, LLC | 0.33% | Add +2.3% | 60,779 | $5.0M |
| Snowden Capital Advisors LLC | 0.12% | Reduce -0.0% | 60,573 | $5.0M |
| UMB Bank, n.a. | 0.06% | Reduce -13.0% | 59,914 | $4.9M |
| Connecticut Wealth Management, LLC | 0.18% | Add +8.2% | 59,867 | $4.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -10.6% | 58,794 | $4.8M |
| SigFig Wealth Management, LLC | 0.13% | Add +0.5% | 57,713 | $4.7M |
| Balefire, LLC | 0.77% | Reduce -26.8% | 57,296 | $4.7M |
| First National Bank of Omaha | 0.13% | Reduce -0.5% | 56,917 | $4.7M |
| PCG Asset Management, LLC | 3.32% | Add +2.5% | 56,418 | $4.6M |
| VestGen Advisors, LLC | 0.13% | Add +38.8% | 55,712 | $4.6M |
| MMBG Investment Advisors Co. | 0.36% | Add +26.4% | 55,554 | $4.6M |
| Rothschild Wealth LLC | 0.36% | Add +1.1% | 55,387 | $4.5M |
| Keel Point, LLC | 0.27% | Add +1.0% | 55,340 | $4.5M |
| Franklin Resources Inc. | 0.00% | Reduce -0.8% | 55,292 | $4.5M |
| Rothschild Investment LLC | 0.17% | Add +36.9% | 55,135 | $4.5M |
| NorthCrest Asset Manangement, LLC | 0.12% | Add +1.5% | 54,967 | $4.5M |
| Ameritas Advisory Services, LLC | 0.09% | Add +38.2% | 53,806 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -62.4% | 53,650 | $4.4M |
| Prepared Retirement Institute LLC | 1.86% | Reduce -0.1% | 53,235 | $4.4M |
| Integrated Advisors Network LLC | 0.20% | Add +3.4% | 52,972 | $4.3M |
| Tiaa Trust, National Association | 0.26% | Reduce -2.3% | 52,891 | $4.3M |
| MFA Wealth Services | 2.59% | Add +0.8% | 52,765 | $4.3M |
| Gemmer Asset Management LLC | 0.29% | Reduce -3.0% | 52,598 | $4.3M |
| Mosaic Family Wealth Partners, LLC | 0.29% | New | 52,552 | $4.3M |
| Flagship Private Wealth, LLC | 1.52% | Add +6.1% | 52,264 | $4.3M |
| Liberty Atlantic Advisors LLC | 3.09% | Add +17.8% | 52,233 | $4.3M |
| Ascent Advisors, LLC | 4.95% | Add +48.6% | 52,401 | $4.3M |
| Eagle Global Advisors LLC | 0.14% | Add +9.3% | 51,609 | $4.2M |
| ARS Wealth Advisors Group, LLC | 0.33% | Add +34.1% | 51,477 | $4.2M |
| IHT Wealth Management, LLC | 0.09% | Add +45.0% | 51,444 | $4.2M |
| Aua Capital Management, LLC | 1.96% | Reduce -0.7% | 51,415 | $4.2M |
| Blue Fin Capital, Inc. | 0.61% | Add +1.7% | 51,085 | $4.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.9% | 50,562 | $4.2M |
| Cambiar Investors LLC | 0.18% | Add +0.8% | 50,119 | $4.1M |
| Van Hulzen Asset Management, LLC | 0.29% | Reduce -4.5% | 50,112 | $4.1M |
| Parallel Advisors, LLC | 0.06% | Add +3.3% | 49,976 | $4.1M |
| Wealthedge Investment Advisors, LLC | 1.39% | Add +0.8% | 49,700 | $4.1M |
| Natixis Advisors, LLC | 0.00% | Add +113.3% | 49,367 | $4.1M |
| Private Advisory Group LLC | 0.22% | Add +32.5% | 49,173 | $4.0M |
| WESCAP Management Group, Inc. | 0.75% | Reduce -10.7% | 49,054 | $4.0M |
| JGP Wealth Management, LLC | 0.36% | Add +5.8% | 48,915 | $4.0M |
| Petros Family Wealth, LLC | 2.45% | Add +20.7% | 48,808 | $4.0M |
| Western Wealth Management, LLC | 0.13% | Add +15.0% | 48,768 | $4.0M |
| Composition Wealth, LLC | 0.05% | Add +15.5% | 48,239 | $4.0M |
| AQR Capital Management | 0.00% | Reduce -2.4% | 48,024 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.07% | New | 47,814 | $3.9M |
| Wescott Financial Advisory Group, LLC | 0.30% | Add +4.8% | 47,624 | $3.9M |
| Lazard Asset Management LLC | 0.01% | Add +171.2% | 47,174 | $3.9M |
| Commerce Bank | 0.02% | Add +17.0% | 46,811 | $3.8M |
| Compass Wealth Management, LLC | 1.53% | Reduce -18.4% | 46,668 | $3.8M |
| Corecam Pte. Ltd. | 1.44% | No change | 46,269 | $3.8M |
| Perennial Advisors, LLC | 0.59% | Add +3.0% | 46,088 | $3.8M |
| Intrua Financial, LLC | 0.35% | Reduce -34.5% | 45,657 | $3.7M |
| Martin Capital Partners, LLC | 1.36% | Reduce -2.8% | 45,006 | $3.7M |
| Stock Yards Bank & Trust Co. | 0.10% | Reduce -12.0% | 44,646 | $3.7M |
| Bfsg, LLC | 0.32% | Reduce -0.8% | 44,095 | $3.6M |
| Performance Wealth Partners, LLC | 0.09% | Add +7.4% | 44,095 | $3.6M |
| Hudock, Inc. | 0.46% | Add +0.6% | 43,860 | $3.6M |
| Merit Financial Group, LLC | 0.02% | Reduce -31.3% | 43,106 | $3.5M |
| Topel & Distasi Wealth Management, LLC | 1.70% | Add +0.1% | 43,026 | $3.5M |
| Arax Advisory Partners | 0.02% | Add +434.3% | 42,815 | $3.5M |
| Carr Financial Group Corp | 0.81% | Add +34.2% | 42,683 | $3.5M |
| Aspiriant, LLC | 0.09% | Reduce -6.6% | 42,425 | $3.5M |
| Rooted Wealth Advisors, Inc. | 0.85% | Add +18.1% | 42,303 | $3.5M |
| Independent Financial Group, LLC | 0.06% | Add +15.8% | 41,730 | $3.4M |
| Winch Advisory Services, LLC | 0.71% | Add +0.6% | 41,695 | $3.4M |
| Black Swift Group, LLC | 0.49% | Add +17.8% | 41,575 | $3.4M |
| Samalin Investment Counsel, LLC | 1.09% | Add +21.2% | 41,406 | $3.4M |
| LightSquare Wealth Management, LLC | 2.34% | Reduce -0.5% | 41,360 | $3.4M |
| Atria Investments, Inc | 0.03% | Add +51.6% | 41,324 | $3.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.09% | Reduce -10.3% | 41,394 | $3.4M |
| Investment Research Partners LLC | 1.13% | Add +120.3% | 40,764 | $3.3M |
| Compound Planning, Inc. | 0.09% | Reduce -2.8% | 40,696 | $3.3M |
| All Terrain Financial Advisors, LLC | 0.70% | Reduce -0.5% | 40,483 | $3.3M |
| Gallagher Fiduciary Advisors, LLC | 0.11% | Add +0.2% | 40,232 | $3.3M |
| Mascoma Wealth Management LLC | 0.61% | No change | 40,186 | $3.3M |
| DSG Capital Advisors, LLC | 0.47% | Add +2.5% | 40,015 | $3.3M |
| Discipline Wealth Solutions, LLC | 0.28% | Reduce -1.5% | 39,560 | $3.2M |
| WHI TRUST Co LLC | 2.10% | Add +72.8% | 39,549 | $3.2M |
| Plan Group Financial, LLC | 0.67% | Add +5.7% | 39,402 | $3.2M |
| Westside Investment Management, Inc. | 0.42% | Add +17.0% | 39,014 | $3.2M |
| Blue Capital, Inc. | 2.03% | Reduce -0.8% | 38,944 | $3.2M |
| Arkadios Wealth Advisors | 0.05% | Reduce -1.0% | 38,917 | $3.2M |
| Trivium Point Advisory, LLC | 0.29% | Add +176.1% | 38,768 | $3.2M |
| Harbor Investment Advisory, LLC | 0.22% | Reduce -1.8% | 37,894 | $3.1M |
| Investment Advisory Group, LLC | 0.67% | Reduce -0.5% | 37,887 | $3.1M |
| HCR Wealth Advisors | 0.28% | Reduce -10.0% | 37,813 | $3.1M |
| Park Edge Advisors, LLC | 0.66% | Reduce -0.5% | 37,763 | $3.1M |
| Smartleaf Asset Management LLC | 0.10% | No change | 36,999 | $3.0M |
| Investment House LLC | 0.14% | Reduce -4.1% | 36,700 | $3.0M |
| Cibc World Market Inc. | 0.01% | Add +7.1% | 36,574 | $3.0M |
| IF Advisors, LLC | 1.95% | Add +13.6% | 36,199 | $3.0M |
| Laurel Wealth Advisors LLC | 0.29% | Add +2.5% | 36,167 | $3.0M |
| RFG Advisory, LLC | 0.05% | Add +3.3% | 36,097 | $3.0M |
| Gateway Wealth Partners, LLC | 0.18% | Add +28.6% | 35,676 | $2.9M |
| Apella Capital, LLC | 0.04% | Reduce -14.9% | 35,710 | $2.9M |
| Birch Financial Group, LLC | 1.50% | Add +8.9% | 35,473 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -11.6% | 35,039 | $2.9M |
| Beam Wealth Advisors, Inc. | 0.63% | Reduce -19.8% | 34,744 | $2.9M |
| Financial Management Network Inc. | 0.41% | Reduce -7.9% | 34,762 | $2.9M |
| Counterweight Ventures, LLC | 1.41% | Reduce -1.7% | 34,374 | $2.8M |
| Capital Analysts, LLC | 0.06% | Add +6.4% | 34,216 | $2.8M |
| Quadrant Capital Group LLC | 0.08% | Reduce -9.6% | 33,491 | $2.7M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -5.1% | 33,457 | $2.7M |
| Peak Asset Management, LLC | 0.40% | Reduce -0.9% | 33,428 | $2.7M |
| Essential Planning, LLC. | 0.77% | Reduce -3.2% | 33,346 | $2.7M |
| American Investment Services, Inc. | 0.57% | Reduce -2.2% | 33,084 | $2.7M |
| SpringVest Wealth Management LLC | 1.71% | Reduce -8.2% | 33,069 | $2.7M |
| Wick Capital Partners, LLC | 0.41% | Add +2.6% | 33,038 | $2.7M |
| Wedbush Securities Inc. | 0.07% | Reduce -8.0% | 32,954 | $2.7M |
| AlphaCore Capital LLC | 0.05% | Add +334.3% | 32,843 | $2.7M |
| Sequent Planning LLC | 0.58% | Add +5.5% | 32,782 | $2.7M |
| United Community Bank | 0.83% | Add +1.4% | 32,635 | $2.7M |
| Single Point Partners, LLC | 0.47% | Reduce -0.6% | 32,557 | $2.7M |
| PW Nova Financial Services LLC | 0.57% | New | 32,348 | $2.7M |
| Invested Advisors | 2.35% | Add +220.4% | 32,335 | $2.7M |
| Heritage Wealth Management, Inc. | 1.29% | Reduce -0.1% | 31,508 | $2.6M |
| Nwam LLC | 0.13% | Reduce -9.3% | 31,155 | $2.6M |
| Brave Asset Management Inc. | 0.55% | New | 31,032 | $2.5M |
| SFG Wealth Management, LLC. | 0.92% | Add +0.3% | 31,012 | $2.5M |
| Chesley Taft & Associates LLC | 0.10% | Add +2.0% | 31,008 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +16.0% | 30,914 | $2.5M |
| Community Bank, N.A. | 0.27% | Reduce -2.1% | 30,669 | $2.5M |
| Noble Family Wealth, LLC | 0.45% | Reduce -3.0% | 30,491 | $2.5M |
| Trek Financial, LLC | 0.12% | Reduce -18.2% | 30,162 | $2.5M |
| Private Management Group Inc. | 0.07% | Reduce -2.2% | 30,144 | $2.5M |
| Irenic Capital Management LP | 0.18% | No change | 30,000 | $2.5M |
| Envision Financial Transparency, LLC | 2.09% | New | 29,505 | $2.4M |
| Howard Capital Management, LLC | 0.03% | Reduce -6.3% | 29,186 | $2.4M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -13.1% | 29,155 | $2.4M |
| Christensen, King & Associates Investment Services, Inc. | 0.95% | No change | 29,080 | $2.4M |
| Archford Capital Strategies, LLC | 0.24% | Reduce -81.4% | 29,001 | $2.4M |
| Welch Group, LLC | 0.08% | Reduce -1.8% | 28,930 | $2.4M |
| Maridea Wealth Management LLC | 0.26% | Add +105.9% | 28,878 | $2.4M |
| 1015 Capital Partners, LLC | 1.98% | Reduce -13.2% | 28,852 | $2.4M |
| Bright Futures Wealth Management, LLC. | 1.53% | Reduce -13.9% | 28,719 | $2.4M |
| COFG Advisors, LLC | 0.41% | Reduce -3.1% | 28,677 | $2.4M |
| Traub Capital Management LLC | 2.09% | No change | 28,561 | $2.3M |
| Prospera Financial Services Inc | 0.03% | Add +8.7% | 28,472 | $2.3M |
| Tillman Hartley LLC | 0.52% | Reduce -4.6% | 28,140 | $2.3M |
| EPG Wealth Management LLC | 0.55% | Add +0.8% | 28,016 | $2.3M |
| Fiduciary Financial Advisors | 0.23% | New | 27,983 | $2.3M |
| RMR Wealth Builders | 0.14% | Add +0.1% | 27,942 | $2.3M |
| Ruggiero Investments, Inc. | 1.95% | Add +30.7% | 27,890 | $2.3M |
| Boston Partners | 0.00% | Add +12.4% | 27,818 | $2.3M |
| Integras Partners LLC | 1.26% | Add +8.5% | 27,778 | $2.3M |
| Choate Investment Advisors | 0.04% | Add +14.5% | 27,739 | $2.3M |
| Argyle Capital Partners, LLC | 1.43% | Reduce -12.2% | 27,675 | $2.3M |
| Patten Group, Inc. | 0.35% | Add +5.4% | 27,633 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -26.4% | 27,577 | $2.3M |
| St. James Investment Company, LLC | 0.36% | Reduce -5.2% | 27,518 | $2.3M |
| Arrow Investment Advisors, LLC | 2.17% | Add +131.2% | 27,311 | $2.2M |
| Strategies Wealth Advisors, LLC | 0.20% | Reduce -28.7% | 27,306 | $2.2M |
| Expressive Wealth LLC | 2.11% | Reduce -0.5% | 27,171 | $2.2M |
| Family Wealth Partners, LLC | 0.68% | Reduce -0.3% | 27,061 | $2.2M |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 27,015 | $2.2M |
| Headinvest, LLC | 0.41% | Add +0.8% | 26,990 | $2.2M |
| Wealthcare Capital Management LLC | 0.21% | Add +1.1% | 26,964 | $2.2M |
| Whalen Wealth Management Inc. | 0.99% | Add +595.5% | 26,714 | $2.2M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -14.8% | 26,647 | $2.2M |
| Realta Investment Advisors | 0.68% | Add +7.2% | 26,483 | $2.2M |
| Pacific Financial Group Inc. | 1.04% | Add +3.1% | 26,458 | $2.2M |
| Blue Edge Capital, LLC | 0.26% | Add +1059.5% | 264,332 | $2.2M |
| HB Wealth Management, LLC | 0.01% | Add +4.9% | 26,303 | $2.2M |
| Strata Wealth Advisors, LLC | 0.53% | Add +1.8% | 26,302 | $2.2M |
| Integrity Alliance, Llc. | 0.07% | Reduce -10.4% | 26,160 | $2.1M |
| Cahaba Wealth Management, Inc. | 0.13% | Add +3.3% | 25,916 | $2.1M |
| Shrier Wealth Management, LLC | 0.72% | Add +10.3% | 25,876 | $2.1M |
| NTV Asset Management LLC | 0.21% | Add +6.7% | 25,838 | $2.1M |
| United Asset Strategies, Inc. | 0.15% | Reduce -7.2% | 25,642 | $2.1M |
| VestGen Investment Management | 1.12% | Add +129.0% | 25,603 | $2.1M |
| Ritholtz Wealth Management | 0.03% | Reduce -7.4% | 25,555 | $2.1M |
| GWN Securities Inc. | 0.35% | Add +0.9% | 25,542 | $2.1M |
| American Capital Management Inc. | 0.09% | Reduce -3.6% | 25,524 | $2.1M |
| Continuum Advisory, LLC | 0.17% | Add +12.4% | 25,521 | $2.1M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -1.2% | 25,425 | $2.1M |
| LFA - Lugano Financial Advisors SA | 1.25% | Add +0.3% | 25,214 | $2.1M |
| Simplicity Wealth,LLC | 0.07% | Add +70.7% | 25,196 | $2.1M |
| MV Capital Management, Inc. | 0.18% | Reduce -0.4% | 25,160 | $2.1M |
| Vise Technologies, Inc. | 0.02% | Add +93.6% | 25,140 | $2.1M |
| Rehmann Capital Advisory Group | 0.09% | Add +4.0% | 25,123 | $2.1M |
| Israel Discount Bank of New York | 3.81% | Add +13.1% | 25,067 | $2.1M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 25,000 | $2.1M |
| Stephen J. Garry & Associates, LLC | 1.49% | Add +6.1% | 24,793 | $2.0M |
| PMG Wealth Management, Inc. | 1.26% | Reduce -2.4% | 24,828 | $2.0M |
| Midwest Professional Planners, LTD. | 0.40% | Add +3.9% | 24,634 | $2.0M |
| Whitcomb & Hess, Inc. | 0.43% | Add +0.4% | 24,189 | $2.0M |
| Financial Harvest, LLC | 0.82% | Add +4.7% | 24,168 | $2.0M |
| Tru Independence Asset Management 2, LLC | 1.07% | Add +4.1% | 24,156 | $2.0M |
| Latko Wealth Management, Ltd. | 0.83% | Add +4.9% | 23,837 | $2.0M |
| Fiduciary Trust Co | 0.02% | Add +2.1% | 23,809 | $2.0M |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.14% | Add +309.5% | 23,725 | $1.9M |
| Roundview Capital LLC | 0.11% | Reduce -1.1% | 23,723 | $1.9M |
| Ted Buchan & Co | 0.63% | Reduce -5.4% | 23,480 | $1.9M |
| Cooper Financial Group | 0.16% | Add +0.1% | 23,448 | $1.9M |
| Founders Grove Wealth Partners, LLC | 0.38% | Reduce -5.7% | 23,404 | $1.9M |
| GTS Securities LLC | 0.04% | Add +268.8% | 23,399 | $1.9M |
| Empirical Asset Management, LLC | 0.43% | Add +9.4% | 23,385 | $1.9M |
| Laurel Oak Wealth Management, LLC | 0.28% | Reduce -14.0% | 23,306 | $1.9M |
| StoneX Group Inc. | 0.08% | Reduce -2.0% | 23,266 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +0.2% | 23,262 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Add +33.4% | 23,219 | $1.9M |
| Councilor Wealth, LLC | 0.77% | Reduce -5.7% | 23,212 | $1.9M |
| K.J. Harrison & Partners Inc | 0.27% | No change | 23,200 | $1.9M |
| Shepherd Financial Partners LLC | 0.16% | Reduce -10.4% | 23,065 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Add +4.8% | 23,056 | $1.9M |
| Lanark Financial, Inc. | 0.13% | Reduce -19.3% | 22,756 | $1.9M |
| Tower Wealth Partners, Inc. | 0.92% | Add +3.6% | 22,732 | $1.9M |
| EFG International AG | 0.03% | Reduce -12.7% | 22,645 | $1.9M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 22,558 | $1.9M |
| Norris Perne & French LLP | 0.08% | Add +78.3% | 22,490 | $1.8M |
| Savvy Advisors, Inc. | 0.04% | Reduce -16.7% | 22,488 | $1.8M |
| TFB Advisors LLC | 0.81% | Add +90.3% | 22,307 | $1.8M |
| Verus Capital Partners, LLC | 0.10% | Add +1.1% | 22,223 | $1.8M |
| Towercrest Capital Management | 0.25% | Add +6.0% | 21,993 | $1.8M |
| Surience Private Wealth LLC | 1.56% | Add +49.2% | 21,671 | $1.8M |
| TriaGen Wealth Management LLC | 0.44% | Reduce -0.6% | 21,592 | $1.8M |
| Insigneo Advisory Services, LLC | 0.07% | Add +21.1% | 21,586 | $1.8M |
| First Horizon Corp. | 0.07% | Reduce -11.2% | 21,564 | $1.8M |
| Entelevest, LLC | 1.55% | Add +6.8% | 21,557 | $1.8M |
| Avior Wealth Management, LLC | 0.05% | Add +80.6% | 21,417 | $1.8M |
| Severin Investments, LLC | 1.32% | Add +7.8% | 21,398 | $1.8M |
| Camelot Technology Advisors, Inc. | 1.20% | Add +6.3% | 21,394 | $1.8M |
| Redhawk Wealth Advisors, Inc. | 0.17% | Add +147.7% | 21,353 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -3.2% | 21,288 | $1.7M |
| Brown Brothers Harriman & Co. | 0.01% | Add +94.6% | 21,274 | $1.7M |
| Milestones Private Investment Advisors LLC | 1.39% | Add +7.5% | 21,212 | $1.7M |
| Legacy Wealth Asset Management, LLC | 0.38% | Add +2.8% | 21,095 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -4.3% | 21,042 | $1.7M |
| Bucket List Wealth Management, LLC | 0.85% | Add +6.5% | 21,020 | $1.7M |
| Aegis Wealth Management LLC | 0.81% | Add +99.4% | 20,871 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -42.9% | 20,868 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +14.2% | 20,811 | $1.7M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -0.5% | 20,751 | $1.7M |
| Enclave Advisors LLC | 0.22% | Add +117.9% | 20,735 | $1.7M |
| Midwest Trust Co | 0.02% | Reduce -16.4% | 20,617 | $1.7M |
| Tranquilli Financial Advisor LLC | 0.91% | New | 20,549 | $1.7M |
| William Howard & Co Financial Advisors Inc | 1.31% | Add +0.2% | 20,523 | $1.7M |
| GeoWealth Management, LLC | 0.05% | Add +104.7% | 20,353 | $1.7M |
| Regal Investment Advisors LLC | 0.09% | Reduce -2.1% | 20,259 | $1.7M |
| Stonebridge Financial Group, LLC | 0.13% | Reduce -5.8% | 20,245 | $1.7M |
| Diversify Advisory Services, LLC | 0.03% | New | 20,283 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | Add +87.6% | 20,283 | $1.7M |
| Invesco Ltd. | 0.00% | Add +1.9% | 20,067 | $1.6M |
| Allstreet Capital Advisors LLC | 1.06% | Reduce -5.2% | 19,874 | $1.6M |
| McDonald Partners LLC | 0.39% | Add +4.8% | 19,747 | $1.6M |
| Jump Financial, LLC | 0.02% | New | 19,737 | $1.6M |
| Tactive Advisors, LLC | 0.40% | Reduce -22.3% | 19,703 | $1.6M |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.7% | 19,766 | $1.6M |
| King Wealth Management Group | 0.18% | Reduce -1.1% | 19,569 | $1.6M |
| Dock Street Asset Management Inc. | 0.15% | Reduce -20.4% | 19,528 | $1.6M |
| 4J Wealth Management LLC | 0.79% | Reduce -11.7% | 19,521 | $1.6M |
| Waystone Advisors LLC | 1.18% | Add +86.6% | 19,235 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +8.9% | 19,202 | $1.6M |
| PFG Investments, LLC | 0.06% | Add +1.9% | 19,134 | $1.6M |
| Pacific Point Advisors, LLC | 0.71% | Reduce -7.4% | 19,030 | $1.6M |
| WLTH Capital Management, LLC | 0.98% | Add +3.2% | 18,588 | $1.5M |
| Nvwm, LLC | 0.31% | Reduce -23.9% | 18,572 | $1.5M |
| NDWM LLC | 0.89% | Add +22.2% | 18,454 | $1.5M |
| Wealth Enhancement Trust Services, Inc. | 0.17% | Add +43.9% | 18,404 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Reduce -12.5% | 18,276 | $1.5M |
| Maxele Advisors, LLC | 1.05% | — | 18,231 | $1.5M |
| Formidable Asset Management, LLC | 0.24% | Add +24.1% | 18,076 | $1.5M |
| Lodestar Private Asset Management LLC | 0.13% | Reduce -3.0% | 18,147 | $1.5M |
| N10 Wealth, LLC | 0.53% | — | 18,094 | $1.5M |
| Freestate Advisors LLC | 1.10% | Add +0.4% | 18,001 | $1.5M |
| Haverford Trust Co | 0.01% | Reduce -10.0% | 17,949 | $1.5M |
| Auxano Advisors, LLC | 0.28% | Add +3.8% | 17,938 | $1.5M |
| Hutchens & Kramer Investment Management Group, LLC | 0.39% | Add +4.2% | 17,560 | $1.4M |
| Pacific Park Financial, Inc. | 0.83% | Add +17.8% | 17,505 | $1.4M |
| Chemistry Wealth Management LLC | 0.23% | Add +4.3% | 17,395 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -38.6% | 17,219 | $1.4M |
| Legacy Wealth Partners, LLC | 0.32% | Reduce -21.2% | 17,105 | $1.4M |
| Capital Counsel LLC | 0.05% | Reduce -16.4% | 17,100 | $1.4M |
| Objective Capital Management, LLC | 1.21% | Add +7.0% | 16,655 | $1.4M |
| Arrowroot Family Office, LLC | 0.39% | Add +34.0% | 16,600 | $1.4M |
| Independent Wealth Network Inc. | 0.34% | Add +3.8% | 16,400 | $1.3M |
| Robinson Value Management, Ltd. | 0.72% | Reduce -6.4% | 16,379 | $1.3M |
| Zhang Financial LLC | 0.04% | Add +31.7% | 16,379 | $1.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | No change | 16,207 | $1.3M |
| Element Wealth, LLC | 0.50% | Reduce -1.8% | 16,126 | $1.3M |
| Stronghold Wealth Management L.L.C. | 1.76% | Add +1.0% | 16,053 | $1.3M |
| TRUE Private Wealth Advisors | 0.11% | Reduce -13.8% | 16,031 | $1.3M |
| Mission Wealth Management, LP | 0.02% | Add +0.1% | 15,918 | $1.3M |
| WealthShield Partners, LLC | 0.20% | Add +2.8% | 15,863 | $1.3M |
| Brightwater Advisory LLC | 0.82% | Reduce -1.0% | 15,804 | $1.3M |
| Rockland Trust Co. | 0.05% | Reduce -1.9% | 15,791 | $1.3M |
| Summa Corp. | 0.41% | Add +12.4% | 15,714 | $1.3M |
| Coastal Bridge Advisors, LLC | 0.08% | Add +0.5% | 15,678 | $1.3M |
| Mullooly Asset Management, Inc. | 0.39% | Add +4.1% | 15,609 | $1.3M |
| Leigh Baldwin & Co., LLC | 0.68% | Add +6.7% | 15,448 | $1.3M |
| Crews Bank & Trust | 0.17% | Reduce -1.4% | 15,412 | $1.3M |
| Lowery Thomas, LLC | 0.62% | Add +1.8% | 15,377 | $1.3M |
| GenTrust, LLC | 0.05% | No change | 15,055 | $1.2M |
| One Plus One Wealth Management, LLC | 0.54% | New | 15,043 | $1.2M |
| Rather & Kittrell, Inc. | 0.17% | Reduce -2.8% | 15,000 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -16.4% | 14,989 | $1.2M |
| Finer Wealth Management, Inc. | 0.54% | Reduce -14.5% | 14,809 | $1.2M |
| ZEGA Investments, LLC | 0.20% | New | 14,784 | $1.2M |
| Foundry Financial Group, Inc. | 0.52% | Reduce -4.4% | 14,546 | $1.2M |
| West Paces Advisors Inc. | 0.20% | Add +2.4% | 14,486 | $1.2M |
| Cadia Private Client LLC | 0.85% | Reduce -3.6% | 14,480 | $1.2M |
| Platform Technology Partners | 0.19% | Reduce -1.3% | 14,386 | $1.2M |
| TrustWell Financial Advisors, LLC | 1.00% | Add +5.0% | 14,303 | $1.2M |
| Financial Management Professionals, Inc. | 0.11% | Add +0.2% | 14,230 | $1.2M |
| Warner Financial, Inc. | 0.34% | Add +5.2% | 14,113 | $1.2M |
| L.K. Benson & Company, P.C. | 0.35% | Add +35.6% | 13,993 | $1.1M |
| Oliver Luxxe Assets LLC | 0.17% | Add +35.4% | 13,962 | $1.1M |
| Chapin Davis, Inc. | 0.20% | Add +2.3% | 13,950 | $1.1M |
| Ssa Swiss Advisors AG | 0.43% | Add +13.7% | 13,897 | $1.1M |
| Guardian Partners Inc. | 0.10% | Reduce -23.8% | 13,634 | $1.1M |
| Strategy Asset Managers LLC | 0.17% | Add +30.3% | 13,610 | $1.1M |
| Aspire Growth Partners LLC | 0.65% | Add +0.9% | 13,585 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Add +20.1% | 13,558 | $1.1M |
| Benedict Financial Advisors Inc. | 0.22% | No change | 13,510 | $1.1M |
| Carnegie Investment Counsel | 0.02% | Reduce -0.0% | 13,462 | $1.1M |
| Marshall & Sterling Wealth Advisors Inc. | 0.65% | Add +0.9% | 13,459 | $1.1M |
| Valpey Financial Services, LLC | 0.66% | Add +4.3% | 13,420 | $1.1M |
| Palumbo Wealth Management LLC | 0.23% | Reduce -80.9% | 13,399 | $1.1M |
| Highland Investment Advisors LLC | 0.48% | — | 13,387 | $1.1M |
| Stapp Wealth Management, PLLC | 1.44% | No change | 13,377 | $1.1M |
| Markin Asset Management, LP | 0.93% | Reduce -7.3% | 13,289 | $1.1M |
| Cogent Private Wealth, Inc. | 0.68% | No change | 13,246 | $1.1M |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -30.2% | 13,160 | $1.1M |
| RDA Financial Network | 0.23% | Add +15.4% | 13,111 | $1.1M |
| Compass Ion Advisors, LLC | 0.09% | Add +0.6% | 13,057 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.26% | Reduce -25.9% | 13,023 | $1.1M |
| AlphaCentric Advisors LLC | 0.90% | Add +36.9% | 12,954 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -48.7% | 12,922 | $1.1M |
| Buska Wealth Management, LLC | 0.38% | New | 12,909 | $1.1M |
| Evanson Financial, LLC | 0.05% | — | 12,905 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -4.3% | 12,898 | $1.1M |
| MSH Capital Advisors LLC | 0.18% | Reduce -3.2% | 12,855 | $1.1M |
| New Insight Wealth Advisors | 0.31% | Reduce -30.5% | 12,786 | $1.0M |
| Presilium Private Wealth, LLC | 0.16% | Reduce -0.1% | 12,784 | $1.0M |
| Advanced Asset Management Advisors Inc | 0.28% | Add +0.7% | 12,760 | $1.0M |
| Brookwood Investment Group LLC | 0.12% | Reduce -46.0% | 12,721 | $1.0M |
| IFG Advisory, LLC | 0.04% | New | 12,576 | $1.0M |
| CDKV Holdings LLC | 0.80% | Reduce -0.0% | 12,422 | $1.0M |
| Woodard & Co. Asset Management Group Inc. | 0.15% | Add +275.9% | 12,390 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +36.4% | 12,353 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.4% | 12,273 | $1.0M |
| Independence Financial Advisors, LLC | 0.26% | Reduce -86.5% | 12,245 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -10.3% | 12,138 | $997K |
| Clear Retirement Advice LLC | 0.68% | Add +41.4% | 12,130 | $996K |
| Titleist Asset Management, LLC | 0.07% | Add +10.0% | 12,058 | $990K |
| Highview Capital Management LLC | 0.28% | New | 12,028 | $988K |
| AMG National Trust Bank | 0.02% | Reduce -40.3% | 11,953 | $981K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.7% | 11,797 | $969K |
| Marble Wealth, LLC | 0.15% | Reduce -16.6% | 11,791 | $968K |
| Larson Financial Group LLC | 0.03% | Reduce -84.6% | 11,790 | $968K |
| Webster Bank, N. A. | 0.08% | Add +80.7% | 11,776 | $967K |
| Calamos Wealth Management LLC | 0.03% | No change | 11,768 | $966K |
| First Community Trust NA | 0.44% | Reduce -21.8% | 11,760 | $966K |
| Clientfirst Wealth Management, LLC | 0.79% | No change | 11,689 | $960K |
| NewEdge Wealth, LLC | 0.01% | Reduce -46.8% | 11,624 | $954K |
| West Michigan Advisors, LLC | 0.18% | Add +5.6% | 11,614 | $954K |
| Journey Advisory Group, LLC | 0.07% | No change | 11,600 | $952K |
| Roehl & Yi Investment Advisors, LLC | 0.31% | New | 945,221 | $945K |
| Clare Market Investments LLC | 0.17% | Add +4.6% | 11,504 | $945K |
| Regions Financial Corp. | 0.01% | Reduce -2.0% | 11,389 | $935K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -4.9% | 11,380 | $934K |
| M3 Advisory Group, LLC | 0.48% | No change | 11,369 | $934K |
| Hobbs Group Advisors, LLC | 0.24% | No change | 11,258 | $924K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 11,217 | $921K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.3% | 11,164 | $917K |
| Root Financial Partners, LLC | 0.04% | Add +12.4% | 11,103 | $912K |
| Asset One Wealth Management LLC | 0.10% | Add +4.9% | 11,116 | $912K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.5% | 10,893 | $894K |
| Graetz Wealth LLC | 0.71% | Add +1.9% | 10,838 | $890K |
| Wealth Advisory Solutions, LLC | 0.18% | Reduce -2.7% | 10,768 | $884K |
| Vicus Capital | 0.06% | Add +0.8% | 10,754 | $883K |
| International Private Wealth Advisors LLC | 0.45% | Add +159.4% | 10,730 | $881K |
| Independent Family Office, LLC | 0.35% | Reduce -22.1% | 10,708 | $879K |
| SeaBridge Investment Advisors LLC | 0.13% | Reduce -37.8% | 10,699 | $878K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -5.9% | 10,577 | $868K |
| Simon Quick Advisors, LLC | 0.04% | No change | 10,576 | $868K |
| IFS Group,LLC | 1.18% | No change | 10,500 | $862K |
| Dorsey Wright & Associates | 0.14% | Reduce -68.2% | 10,300 | $846K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -0.9% | 10,290 | $845K |
| Allred Capital Management, LLC | 0.28% | Add +13.0% | 10,276 | $844K |
| Rwa Wealth Partners, LLC | 0.01% | Add +18.5% | 10,272 | $843K |
| Alliance Wealth Management Group | 0.16% | Add +12.2% | 10,253 | $842K |
| Alhambra Investment Management LLC | 0.36% | Add +10.5% | 10,155 | $834K |
| Hunter Associates Investment Management LLC | 0.10% | Add +5.2% | 10,117 | $830K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -1.9% | 10,061 | $826K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 9,914 | $814K |
| XY Planning Network, Inc. | 0.10% | No change | 9,862 | $810K |
| AE Wealth Management LLC | 0.00% | Reduce -85.3% | 9,801 | $805K |
| Acropolis Investment Management, LLC | 0.03% | Reduce -1.4% | 9,787 | $804K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -45.2% | 9,763 | $802K |
| NCM Capital Management, LLC | 0.24% | Reduce -24.2% | 9,614 | $789K |
| Amarillo National Bank | 0.13% | Reduce -0.3% | 9,604 | $789K |
| Moneco Advisors, LLC | 0.05% | Add +9.1% | 9,539 | $783K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -0.5% | 9,436 | $775K |
| 17 Capital Partners, LLC | 0.35% | Add +22.3% | 9,433 | $775K |
| Davis-Rea LTD. | 0.22% | New | 9,385 | $771K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -1.2% | 9,326 | $766K |
| Barrett & Company, Inc. | 0.21% | Add +11.1% | 9,323 | $765K |
| Signal Advisors Wealth, LLC | 0.04% | Add +187.5% | 9,312 | $765K |
| Hilltop Holdings Inc. | 0.06% | Reduce -81.4% | 9,309 | $764K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +20.9% | 9,236 | $758K |
| Tuttle Capital Management, LLC | 0.51% | New | 9,200 | $755K |
| Traynor Capital Management, Inc. | 0.04% | No change | 9,200 | $755K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.4% | 9,192 | $755K |
| Savant Capital, LLC | 0.00% | Add +23.6% | 9,140 | $750K |
| New South Capital Management Inc. | 0.03% | No change | 9,125 | $749K |
| Krilogy Financial LLC | 0.02% | Reduce -4.9% | 9,052 | $743K |
| Lee Financial Co | 0.09% | Reduce -11.4% | 9,045 | $743K |
| Jupiter Topco LLC | 0.00% | — | 9,038 | $742K |
| Bright Financial Advisors, Inc. | 0.31% | Reduce -1.5% | 9,025 | $741K |
| WBH Advisory Inc. | 0.05% | Add +39.8% | 9,023 | $741K |
| San Luis Wealth Advisors LLC | 0.11% | Reduce -9.3% | 8,974 | $737K |
| Sowell Financial Services LLC | 0.02% | Add +8.3% | 8,960 | $736K |
| Berger Financial Group, Inc | 0.04% | Reduce -0.7% | 8,951 | $735K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -2.4% | 8,950 | $735K |
| Obermeyer Wealth Partners | 0.03% | Reduce -3.8% | 8,867 | $728K |
| Factor Wealth Management LTD | 0.11% | Reduce -19.0% | 8,856 | $727K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +14.5% | 8,855 | $727K |
| Clearbridge Investments, LLC | 0.00% | Add +8.7% | 8,787 | $722K |
| Sei Investments Co. | 0.00% | Reduce -13.7% | 8,751 | $719K |
| Glen Eagle Advisors, LLC | 0.09% | Add +12.9% | 8,717 | $716K |
| Old National Bancorp | 0.01% | Reduce -14.4% | 8,687 | $713K |
| Garrison Point Advisors, LLC | 0.29% | Reduce -0.5% | 8,681 | $713K |
| Bond & Devick Financial Network, Inc. | 0.18% | Add +7.6% | 8,674 | $712K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -23.9% | 8,580 | $704K |
| Kovack Advisors, Inc. | 0.03% | Reduce -25.9% | 8,582 | $703K |
| Ethos Financial Group, LLC | 0.05% | Add +6.1% | 8,554 | $702K |
| Mezzasalma Advisors, LLC | 0.14% | Add +1.8% | 8,525 | $700K |
| Canopy Partners, LLC | 0.21% | Reduce -11.0% | 8,499 | $698K |
| Axis Wealth Partners, LLC | 0.33% | Reduce -5.5% | 8,487 | $697K |
| Bay Rivers Group | 0.24% | Add +10.8% | 8,480 | $696K |
| Avail Investment Partners, LLC | 0.53% | Add +0.2% | 8,429 | $692K |
| Ironwood Investment Counsel, LLC | 0.09% | Add +3.9% | 8,427 | $692K |
| Bingham Private Wealth, LLC | 0.47% | Add +33.3% | 8,406 | $690K |
| SkyOak Wealth, LLC | 0.11% | No change | 8,386 | $689K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -8.3% | 8,354 | $686K |
| Beacon Financial Group | 0.06% | Reduce -3.6% | 8,353 | $686K |
| Personal Cfo Solutions, LLC | 0.10% | Add +135.7% | 8,339 | $685K |
| Gouws Capital LLC | 0.32% | Add +93.0% | 8,300 | $682K |
| Sierra Capital LLC | 0.07% | No change | 8,285 | $680K |
| Northcape Wealth Management, LLC | 0.18% | Add +3.3% | 8,262 | $678K |
| Private Client Services, LLC | 0.18% | Reduce -13.3% | 8,198 | $673K |
| Squarepoint Ops LLC | 0.00% | New | 8,136 | $668K |
| Burke & Herbert Bank & Trust Co. | 0.17% | Add +0.3% | 8,119 | $667K |
| DMC Group, LLC | 0.45% | Add +18.6% | 8,080 | $663K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -95.3% | 8,020 | $658K |
| Harbour Investments, Inc. | 0.01% | Reduce -13.1% | 7,985 | $656K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -77.1% | 7,944 | $652K |
| Maseco LLP | 0.02% | No change | 7,885 | $647K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.27% | Add +135.9% | 7,843 | $644K |
| Spreng Capital Management, Inc. | 0.23% | No change | 7,819 | $642K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.4% | 7,808 | $641K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.16% | Reduce -6.9% | 7,791 | $640K |
| Purus Wealth Management, LLC | 0.18% | Add +0.1% | 7,780 | $639K |
| Invst, LLC | 0.06% | Reduce -2.3% | 7,761 | $637K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -20.8% | 7,740 | $636K |
| Modera Wealth Management, LLC | 0.01% | Reduce -31.0% | 7,695 | $632K |
| KDT Advisors, LLC | 0.87% | No change | 7,685 | $631K |
| Betterment LLC | 0.00% | Reduce -92.9% | 7,630 | $626K |
| Stordahl Capital Management, Inc. | 0.11% | No change | 7,557 | $621K |
| Live Oak Private Wealth LLC | 0.08% | Add +21.3% | 7,503 | $616K |
| WJ Wealth Management, LLC | 0.24% | No change | 7,490 | $615K |
| North Capital, Inc. | 0.46% | No change | 7,485 | $615K |
| A. D. Beadell Investment Counsel, Inc. | 0.39% | Add +5.2% | 7,462 | $612K |
| Klingman & Associates, LLC | 0.03% | Reduce -63.3% | 7,438 | $611K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -6.0% | 7,387 | $607K |
| Fiducient Advisors LLC | 0.09% | No change | 7,374 | $605K |
| Capital Asset Advisory Services LLC | 0.02% | Add +18.3% | 7,355 | $604K |
| Wesbanco Bank Inc. | 0.01% | Add +1.1% | 7,282 | $598K |
| Boreal Capital Management LLC | 0.51% | New | 7,277 | $598K |
| Prudential PLC | 0.00% | Reduce -81.0% | 7,255 | $596K |
| Klaas Financial Asset Advisors, LLC | 0.07% | Reduce -64.5% | 7,251 | $595K |
| First Foundation Advisors | 0.02% | Reduce -13.3% | 7,241 | $595K |
| Diversified Management Inc. | 0.13% | New | 7,228 | $593K |
| Rodgers Brothers Inc. | 0.06% | No change | 7,200 | $591K |
| Impact Partnership Wealth, LLC | 0.06% | Add +24.7% | 7,182 | $590K |
| Baker Ellis Asset Management LLC | 0.06% | Reduce -0.7% | 7,176 | $589K |
| F/m Investments LLC | 0.03% | Reduce -4.9% | 7,234 | $584K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +1056.9% | 7,115 | $584K |
| Azimuth Capital Investment Management LLC | 0.02% | Add +0.4% | 7,113 | $584K |
| Pinnacle Associates Ltd. | 0.01% | Add +50.0% | 7,050 | $579K |
| Addison Capital Co | 0.09% | Reduce -0.2% | 7,013 | $576K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.16% | New | 7,000 | $575K |
| Epiq Partners, LLC | 0.25% | Add +159.4% | 6,996 | $574K |
| One Capital Management, LLC | 0.02% | No change | 6,934 | $573K |
| Peddock Capital Advisors, LLC | 0.11% | Add +0.7% | 6,928 | $569K |
| Voya Financial Advisors, Inc. | 0.05% | Reduce -66.6% | 6,913 | $568K |
| Blalock Williams, LLC | 0.37% | Reduce -1.5% | 6,869 | $564K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +10.1% | 6,869 | $564K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -6.4% | 6,805 | $559K |
| Fiduciary Alliance LLC | 0.04% | Reduce -1.0% | 6,805 | $559K |
| Retirement Income Solutions, Inc. | 0.10% | No change | 6,752 | $558K |
| Easterly Investment Partners LLC | 0.03% | No change | 6,734 | $553K |
| Buckhead Capital Management LLC | 0.19% | No change | 6,699 | $550K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -0.2% | 6,673 | $548K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 6,639 | $545K |
| Manhattan West Asset Management, LLC | 0.09% | New | 6,624 | $544K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -4.5% | 6,609 | $543K |
| Cahill Financial Advisors Inc. | 0.05% | Add +0.8% | 6,586 | $541K |
| Summit Financial, LLC | 0.01% | Reduce -28.6% | 6,424 | $527K |
| Sierra Legacy Group | 0.41% | Reduce -30.1% | 6,400 | $526K |
| Covestor Ltd | 0.30% | Reduce -12.8% | 6,350 | $521K |
| Quattro Financial Advisors LLC | 0.11% | New | 6,230 | $512K |
| Montecito Bank & Trust | 0.08% | No change | 6,223 | $511K |
| Larch Capital Partners LLC | 0.07% | No change | 6,197 | $509K |
| Stephens Group Asset Management, LLC | 0.03% | Reduce -8.2% | 6,188 | $508K |
| Ingalls & Snyder LLC | 0.01% | No change | 6,175 | $507K |
| Pinnacle Wealth Management Group, Inc. | 0.23% | Reduce -2.6% | 6,116 | $502K |
| Scharf Investments, LLC | 0.02% | Add +0.4% | 6,108 | $502K |
| Rossby Financial, LCC | 0.09% | Add +38.1% | 6,108 | $502K |
| Woodward Diversified Capital, LLC | 0.22% | Reduce -2.0% | 6,106 | $501K |
| Golden State Wealth Management, LLC | 0.05% | Add +37.8% | 6,101 | $501K |
| Values First Advisors, Inc. | 0.23% | Reduce -93.2% | 6,096 | $501K |
| Retirement Capital Strategies | 0.17% | No change | 6,091 | $500K |
| Farmers National Bank | 0.10% | Reduce -18.9% | 6,081 | $499K |
| Merited Wealth, LLC | 0.35% | Reduce -40.0% | 6,048 | $497K |
| Pekin Hardy Strauss, Inc. | 0.04% | Add +19.4% | 5,980 | $491K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -7.5% | 5,917 | $486K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -5.8% | 5,910 | $485K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +17.3% | 5,890 | $484K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -59.4% | 5,882 | $483K |
| Horizon Family Wealth, Inc. | 0.22% | Add +11.2% | 5,880 | $483K |
| Trust Co | 0.04% | No change | 5,856 | $481K |
| Retirement Planning Group, LLC | 0.01% | Reduce -30.8% | 5,831 | $479K |
| Brickley Wealth Management | 0.07% | Add +5.4% | 5,804 | $477K |
| PFG Advisors | 0.02% | Reduce -30.9% | 5,791 | $475K |
| Barr E S & Co. | 0.03% | No change | 5,775 | $474K |
| Secure Asset Management, LLC | 0.07% | Add +28.4% | 5,675 | $466K |
| Weaver Consulting Group | 0.10% | Reduce -11.8% | 5,672 | $466K |
| Howard Financial Services, LTD. | 0.05% | Add +0.1% | 5,657 | $465K |
| HFG Wealth Management, LLC | 0.47% | Reduce -3.2% | 5,649 | $464K |
| McCarter Private Wealth Services LLC | 0.16% | New | 5,643 | $463K |
| BankPlus Trust Department | 0.11% | No change | 5,641 | $463K |
| Csenge Advisory Group | 0.02% | Add +18.1% | 5,629 | $462K |
| Neuberger Berman Group LLC | 0.00% | Add +2.1% | 5,610 | $461K |
| Cherry Tree Wealth Management, LLC | 0.09% | Reduce -4.2% | 5,541 | $455K |
| Biltmore Wealth Management, LLC | 0.14% | Reduce -15.2% | 5,484 | $450K |
| Raab & Moskowitz Asset Management LLC | 0.09% | Reduce -13.9% | 5,444 | $447K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -0.1% | 5,402 | $444K |
| Fca Corp. | 0.11% | New | 5,400 | $443K |
| Southeast Asset Advisors, LLC | 0.04% | Add +47.5% | 5,380 | $442K |
| Twele Capital Management, Inc. | 0.07% | Add +5.2% | 5,356 | $440K |
| Magnus Financial Group LLC | 0.03% | Reduce -7.5% | 5,334 | $438K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -0.5% | 5,320 | $437K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | New | 5,298 | $435K |
| Fonville Wealth Management LLC | 0.07% | Reduce -4.6% | 5,295 | $435K |
| Synergy Asset Management, LLC | 0.04% | Add +26.4% | 5,234 | $430K |
| Postrock Partners LLC | 0.17% | No change | 5,192 | $426K |
| Kelly Financial Group LLC | 0.09% | Reduce -4.2% | 5,188 | $426K |
| Caldwell Sutter Capital, Inc. | 0.16% | Reduce -5.7% | 5,177 | $425K |
| Portside Wealth Group, LLC | 0.05% | Add +64.1% | 5,166 | $424K |
| Triad Wealth Partners, LLC | 0.02% | New | 5,118 | $418K |
| Alliance Wealth Advisors, LLC | 0.08% | Add +24.7% | 5,092 | $418K |
| North Star Investment Management Corp. | 0.02% | Reduce -1.9% | 5,071 | $416K |
| Charles Schwab Trust Co | 0.02% | Add +16.6% | 5,038 | $414K |
| Signaturefd, LLC | 0.01% | New | 5,035 | $413K |
| North Dallas Bank & Trust Co. | 0.24% | Add +66.7% | 5,000 | $411K |
| Boyd Watterson Asset Management LLC | 0.11% | No change | 5,000 | $411K |
| TCP Asset Management, LLC | 0.05% | Reduce -15.4% | 4,952 | $407K |
| WNY Asset Management, LLC | 0.04% | Add +23.7% | 4,923 | $404K |
| American Trust | 0.03% | Add +0.7% | 4,901 | $402K |
| Mizuho Markets Americas LLC | 0.01% | Reduce -81.1% | 4,888 | $401K |
| Pacific Center for Financial Services | 0.09% | Add +100.1% | 4,880 | $401K |
| Inman Jager Wealth Management, LLC | 0.21% | No change | 4,871 | $400K |
| Lee Danner & Bass Inc. | 0.02% | No change | 4,865 | $399K |
| Omnia Family Wealth, LLC | 0.11% | Reduce -9.5% | 4,844 | $398K |
| Tradewinds, LLC. | 0.09% | New | 1,664 | $395K |
| Columbia Bank | 0.09% | Add +29.5% | 4,809 | $395K |
| Range Financial Group LLC | 0.11% | Add +35.8% | 4,790 | $393K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 4,775 | $392K |
| Alternative Investment Advisors, LLC. | 0.15% | Reduce -10.5% | 4,769 | $392K |
| Argent Trust Co | 0.01% | Add +33.9% | 4,762 | $391K |
| Eagle Strategies LLC | 0.04% | Add +8.4% | 4,758 | $391K |
| Asset Management Group, Inc. | 0.06% | Add +0.9% | 4,741 | $389K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -0.0% | 4,685 | $385K |
| Stanley-Laman Group, Ltd. | 0.04% | Reduce -2.9% | 4,637 | $381K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 4,635 | $381K |
| Bluedoor Private Wealth, LLC | 0.16% | Reduce -1.7% | 4,578 | $376K |
| Bessemer Group Inc. | 0.00% | Reduce -58.5% | 4,545 | $374K |
| Private Trust Co. NA | 0.03% | Reduce -22.8% | 4,551 | $374K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.14% | Add +9.2% | 4,550 | $374K |
| American Institute for Advanced Investment Management, LLP | 0.21% | Add +36.0% | 4,530 | $372K |
| Banque Pictet & Cie SA | 0.00% | No change | 4,528 | $372K |
| Wellspring Financial Advisors, LLC | 0.02% | No change | 141,522 | $371K |
| Brown Advisory Inc. | 0.00% | New | 4,520 | $371K |
| Kesler, Norman & Wride, LLC | 0.06% | Add +1.9% | 4,519 | $371K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -20.8% | 4,484 | $368K |
| CVA Family Office, LLC | 0.03% | Add +10.1% | 4,481 | $368K |
| Avestar Capital, LLC | 0.02% | Add +7.0% | 4,413 | $362K |
| Forum Private Client Group LLC | 0.11% | Reduce -0.9% | 4,401 | $361K |
| Pathway Financial Advisors LLC | 0.04% | New | 4,400 | $361K |
| Flagstar Securities, Inc. | 0.11% | Add +12.7% | 4,354 | $358K |
| Juno Financial Group LLC | 0.13% | Add +0.9% | 4,341 | $356K |
| Novem Group | 0.04% | Add +0.9% | 4,338 | $356K |
| Prairie Advisory, LLC | 0.09% | — | 4,327 | $355K |
| Dimension Capital Management LLC | 0.04% | No change | 4,300 | $353K |
| OneAscent Financial Services LLC | 0.02% | Add +11.6% | 4,274 | $351K |
| GK Wealth Management LLC | 0.21% | New | 4,220 | $346K |
| Yarger Wealth Strategies, LLC | 0.12% | No change | 4,223 | $346K |
| Phoenix Financial Ltd. | 0.00% | Reduce -91.5% | 4,209 | $346K |
| Wernau Asset Management Inc. | 0.33% | Add +2.8% | 4,207 | $345K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -19.3% | 4,203 | $345K |
| Seed Wealth Management, Inc. | 0.22% | Add +7.8% | 4,200 | $345K |
| Clearstead Trust, LLC | 0.04% | Reduce -0.2% | 4,197 | $345K |
| Mgo One Seven LLC | 0.01% | Reduce -94.4% | 4,195 | $344K |
| Equity Wealth Partners, LLC | 0.12% | New | 4,171 | $342K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -12.1% | 4,171 | $342K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Reduce -1.8% | 4,156 | $341K |
| Parvin Asset Management, LLC | 0.27% | No change | 4,150 | $341K |
| Tiemann Investment Advisors, LLC | 0.12% | No change | 4,150 | $341K |
| Noble Wealth Management PBC | 0.16% | Reduce -23.1% | 4,149 | $341K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -21.2% | 4,138 | $340K |
| Sovereign Financial Group, Inc. | 0.05% | Add +0.9% | 4,128 | $339K |
| Core Wealth Partners LLC | 0.14% | Add +2.1% | 4,095 | $336K |
| NorthRock Partners, LLC | 0.00% | Reduce -3.7% | 4,087 | $336K |
| Wealth Effects LLC | 0.09% | Add +10.0% | 4,067 | $334K |
| Centaurus Financial, Inc. | 0.01% | Add +53.2% | 3,989 | $328K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,914 | $321K |
| Independent Advisor Alliance | 0.01% | Reduce -92.0% | 3,884 | $319K |
| Advisor OS, LLC | 0.02% | Reduce -3.9% | 3,840 | $315K |
| Cheviot Value Management, LLC | 0.03% | Reduce -9.7% | 3,837 | $315K |
| Global Endowment Management, LP | 0.03% | Reduce -90.4% | 3,842 | $315K |
| M. Kulyk & Associates, LLC | 0.05% | Add +5.9% | 3,831 | $315K |
| Windward Private Wealth Management Inc. | 0.10% | Add +0.3% | 3,813 | $313K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -15.1% | 3,781 | $310K |
| Net Worth Advisory Group | 0.08% | Reduce -97.2% | 3,780 | $310K |
| DeDora Capital, Inc. | 0.07% | Reduce -24.3% | 3,779 | $310K |
| Crewe Advisors LLC | 0.02% | Add +57.6% | 3,774 | $310K |
| Tyche Wealth Partners LLC | 0.04% | Reduce -0.8% | 3,755 | $308K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -3.6% | 3,742 | $307K |
| IFC & Insurance Marketing, Inc. | 0.27% | Add +5.3% | 3,739 | $307K |
| Wingate Wealth Advisors, Inc. | 0.13% | Add +53.1% | 3,730 | $306K |
| Quartz Partners, LLC | 0.10% | Reduce -11.6% | 3,706 | $304K |
| Fairfield, Bush & Co. | 0.15% | Reduce -2.6% | 3,700 | $304K |
| Whittier Trust Co. | 0.00% | No change | 3,693 | $303K |
| Marble Harbor Investment Counsel, LLC | 0.03% | Add +16.2% | 3,685 | $303K |
| TBH Global Asset Management, LLC | 0.06% | New | 3,661 | $301K |
| Claro Advisors Inc. | 0.03% | New | 3,647 | $299K |
| Fortem Financial Group, LLC | 0.06% | Reduce -12.6% | 3,640 | $299K |
| Oak Associates Ltd. | 0.02% | No change | 3,630 | $298K |
| Sax Wealth Advisors, LLC | 0.01% | Add +14.5% | 3,592 | $297K |
| TPG Advisors LLC | 0.16% | No change | 3,607 | $296K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -29.7% | 3,622 | $296K |
| Wallace Advisory Group, LLC | 0.28% | New | 3,599 | $296K |
| Arbor Trust Wealth Advisors, LLC | 0.12% | No change | 3,586 | $294K |
| Creative Financial Designs Inc. | 0.01% | Add +3.0% | 3,582 | $294K |
| Pinion Investment Advisors, LLC | 0.06% | Add +31.6% | 3,571 | $293K |
| LCNB Corp. | 0.09% | No change | 3,565 | $293K |
| Cadinha & Co. LLC | 0.04% | No change | 3,564 | $293K |
| Fiduciary Financial Group, LLC | 0.03% | New | 3,538 | $291K |
| ETF Store, Inc. | 0.24% | Add +2.6% | 3,531 | $290K |
| Avaii Wealth Management, LLC | 0.08% | Reduce -1.3% | 3,517 | $289K |
| Occidental Asset Management, LLC | 0.03% | Reduce -6.4% | 3,497 | $287K |
| Potomac Fund Management Inc. | 0.01% | Reduce -40.6% | 3,477 | $286K |
| Castleview Partners, LLC | 0.12% | Reduce -38.4% | 3,438 | $282K |
| Elmwood Wealth Management, Inc. | 0.07% | Reduce -3.1% | 3,434 | $282K |
| Hanover Advisors Inc. | 0.10% | No change | 3,418 | $281K |
| Independence Wealth Advisors, LLC | 0.14% | Reduce -16.6% | 3,411 | $280K |
| Harbour Capital Advisors, LLC | 0.05% | Reduce -27.9% | 3,420 | $280K |
| Financial Solutions Advisory Group, Inc. | 0.04% | No change | 3,400 | $278K |
| Wealthquest Corp | 0.02% | Add +10.9% | 3,387 | $278K |
| Measured Wealth Private Client Group, LLC | 0.07% | Reduce -67.2% | 3,376 | $277K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 3,361 | $276K |
| Global View Capital Management LLC | 0.06% | Reduce -43.5% | 3,353 | $275K |
| Howe & Rusling Inc. | 0.02% | Add +331700.0% | 3,318 | $272K |
| Trajan Wealth LLC | 0.01% | Reduce -5.4% | 3,283 | $270K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -15.2% | 3,275 | $269K |
| International Assets Investment Management, LLC | 0.02% | Reduce -6.1% | 3,280 | $269K |
| Smith Thornton Advisors LLC | 0.12% | No change | 3,281 | $268K |
| Bluespring Wealth Management, LLC | 0.01% | New | 3,263 | $268K |
| Darrow Company, Inc. | 0.10% | Add +2.9% | 3,244 | $266K |
| Arkos Global Advisors | 0.03% | Reduce -4.8% | 3,245 | $266K |
| Mustico Financial Group, Inc. | 0.17% | Reduce -25.9% | 3,177 | $260K |
| Veracity Capital LLC | 0.07% | Reduce -13.5% | 3,146 | $258K |
| Etesian Wealth Advisors, Inc. | 0.08% | Reduce -0.8% | 3,132 | $257K |
| Arkfeld Wealth Strategies, L.L.C. | 0.08% | Add +0.2% | 3,134 | $257K |
| Victory Financial Group, LLC | 0.03% | New | 3,121 | $256K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -0.0% | 3,119 | $256K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -39.7% | 3,098 | $254K |
| Wright Wealth LLC | 0.15% | New | 3,092 | $254K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,077 | $253K |
| Rollins Financial Advisors, LLC | 0.03% | Reduce -33.6% | 3,067 | $252K |
| Cynosure Group, LLC | 0.04% | No change | 3,066 | $252K |
| Lyell Wealth Management, LP | 0.02% | Reduce -12.3% | 3,063 | $252K |
| Cypress Capital Group | 0.02% | No change | 3,057 | $251K |
| Powerhouse Assets LLC | 0.20% | Reduce -4.2% | 3,046 | $250K |
| Autumn Glory Partners, LLC | 0.07% | Reduce -0.7% | 3,042 | $250K |
| 1492 Capital Management LLC | 0.07% | Reduce -1.0% | 3,031 | $249K |
| Encompass More Asset Management | 0.04% | New | 3,030 | $249K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -12.4% | 3,014 | $247K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,000 | $246K |
| HBW Advisory Services LLC | 0.02% | New | 2,998 | $246K |
| J2 Capital Management Inc | 0.16% | No change | 2,970 | $244K |
| SWP Financial LLC | 0.11% | Reduce -23.8% | 2,963 | $243K |
| ESL Trust Services, LLC | 0.04% | Reduce -3.4% | 2,955 | $243K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 2,920 | $240K |
| Arkansas Financial Group, Inc. | 0.03% | Add +1.9% | 2,915 | $239K |
| BIP Wealth, LLC | 0.01% | Reduce -1.7% | 2,907 | $239K |
| DUTCH ASSET Corp | 0.12% | No change | 2,884 | $237K |
| Bar Harbor Wealth Management | 0.01% | Add +3.8% | 2,868 | $235K |
| Ameriflex Group, Inc. | 0.10% | Add +6.3% | 2,855 | $234K |
| Market Street Wealth Management Advisors LLC | 0.03% | Add +1.0% | 2,842 | $233K |
| Mission Creek Capital Partners, Inc. | 0.04% | No change | 2,838 | $233K |
| PCG Wealth Advisors, LLC | 0.05% | Reduce -51.2% | 2,833 | $233K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -5.3% | 2,833 | $233K |
| Centurion Wealth Management LLC | 0.06% | Reduce -2.5% | 2,813 | $231K |
| Ballast Advisors LLC | 0.05% | No change | 2,783 | $228K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -1.0% | 2,736 | $225K |
| Global Assets Advisory, LLC | 0.05% | Reduce -24.4% | 2,744 | $225K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 2,731 | $224K |
| R2 Capital Strategies, LLC | 0.10% | — | 2,718 | $223K |
| BAM Wealth Management, LLC | 0.14% | New | 2,712 | $223K |
| SimpliFi, Inc. | 0.09% | Add +0.9% | 2,707 | $222K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,697 | $221K |
| Ergawealth Advisors, Inc. | 0.09% | No change | 2,671 | $219K |
| Lewis Asset Management, LLC | 0.08% | Add +0.9% | 2,671 | $219K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,658 | $218K |
| Waterloo Capital, L.P. | 0.01% | Reduce -20.5% | 2,656 | $218K |
| Second Line Capital, LLC | 0.04% | Reduce -3.2% | 2,647 | $217K |
| Summit Trail Advisors, LLC | 0.00% | New | 2,645 | $217K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.04% | Reduce -18.8% | 2,633 | $216K |
| Petra Financial Advisors Inc. | 0.10% | New | 2,632 | $216K |
| Chatterton & Associates Inc. | 0.13% | No change | 2,620 | $215K |
| Centric Wealth Management | 0.03% | No change | 2,590 | $213K |
| Coldstream Capital Management Inc. | 0.00% | Add +0.7% | 2,585 | $212K |
| GreatBanc Trust CO | 0.13% | Add +6.2% | 2,575 | $211K |
| Trust Co. of Vermont | 0.01% | — | 2,573 | $211K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -50.7% | 2,547 | $209K |
| KM Capital Management Ltd. | 0.10% | New | 2,546 | $209K |
| Financial Discovery Group Inc. | 0.44% | New | 2,526 | $207K |
| Hickory Point Bank & Trust | 0.13% | No change | 2,521 | $207K |
| Insight Wealth Partners, LLC | 0.03% | Reduce -4.6% | 2,516 | $207K |
| Hummer Financial Advisory Services Inc | 0.14% | No change | 2,500 | $205K |
| High Net Worth Advisory Group LLC | 0.04% | No change | 2,500 | $205K |
| Crabel Capital Management, LLC | 0.15% | New | 2,490 | $204K |
| Sanchez Gaunt Capital Management, LLC | 0.11% | Reduce -48.7% | 2,488 | $204K |
| Mandatum Life Insurance Co Ltd | 0.04% | No change | 2,470 | $203K |
| Mayflower Financial Advisors, LLC | 0.02% | Reduce -19.9% | 2,457 | $202K |
| Signet Private Wealth LLC | 0.16% | Reduce -84.6% | 2,451 | $201K |
| Vista Investment Partners Ii, LLC | 0.08% | New | 2,436 | $200K |
| Principia Wealth Advisory, LLC | 0.10% | Add +1280.6% | 2,347 | $193K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.0% | 2,309 | $190K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -43.1% | 2,271 | $186K |
| CNB Bank | 0.07% | Reduce -2.4% | 2,205 | $181K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | New | 2,165 | $178K |
| GHP Investment Advisors, Inc. | 0.01% | Add +10.1% | 2,132 | $175K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 2,072 | $170K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 2,050 | $168K |
| NBH Bank | 0.07% | — | 2,049 | $168K |
| Frankly Finances, LLC | 0.12% | New | 1,920 | $158K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.9% | 1,854 | $152K |
| Triumph Capital Management | 0.03% | Reduce -5.4% | 1,767 | $145K |
| Ni Acquisitions Company, LLC | 0.06% | — | 1,736 | $143K |
| Ameliora Wealth Management Ltd. | 0.04% | No change | 1,730 | $142K |
| Robinswood Financial LLC | 0.04% | No change | 1,694 | $139K |
| Aventura Private Wealth, LLC | 0.04% | No change | 1,647 | $135K |
| Compass Financial Management LLC | 0.02% | — | 1,612 | $132K |
| Lummis Asset Management, LP | 0.08% | No change | 1,595 | $131K |
| 1620 Investment Advisors, Inc. | 0.08% | Reduce -43.6% | 1,589 | $130K |
| Finley Financial, LLC | 0.05% | No change | 1,535 | $126K |
| Blueline Advisors LLC | 0.09% | Reduce -38.7% | 1,501 | $123K |
| Rational Advisors, Inc. | 0.01% | Reduce -84.2% | 1,463 | $120K |
| Financial Network Wealth Advisors LLC | 0.12% | Add +122.1% | 1,446 | $119K |
| Copia Wealth Management | 0.07% | No change | 1,429 | $117K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +29.7% | 1,427 | $117K |
| St Germain D J Co. Inc. | 0.00% | Add +50.5% | 1,419 | $117K |
| Essential Partners LLC | 0.05% | Reduce -3.8% | 1,375 | $113K |
| SIMA Wealth Partners, LLC | 0.08% | Reduce -19.8% | 1,300 | $107K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,255 | $103K |
| Caldwell Trust Co | 0.01% | No change | 1,249 | $103K |
| Tower View Wealth Management LLC | 0.04% | Reduce -3.2% | 1,244 | $102K |
| HighMark Wealth Management LLC | 0.03% | Add +0.9% | 1,214 | $100K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -40.8% | 1,212 | $100K |
| Gables Capital Management Inc. | 0.04% | Reduce -18.0% | 1,204 | $99K |
| Grove Bank & Trust | 0.01% | No change | 1,200 | $99K |
| Centerpoint Advisors, LLC | 0.03% | Reduce -5.3% | 1,169 | $96K |
| Highline Wealth Partners LLC | 0.02% | Add +30.3% | 1,165 | $96K |
| Atlantic Union Bankshares Corp | 0.00% | Add +23.7% | 1,123 | $92K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 1,116 | $92K |
| Tompkins Financial Corp. | 0.01% | Reduce -52.9% | 1,100 | $90K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 1,019 | $84K |
| Caitlin John, LLC | 0.05% | Add +55.7% | 1,015 | $83K |
| Oakmont Advisory Group, LLC | 0.07% | New | 1,015 | $83K |
| Axiom Investment Management LLC | 0.05% | No change | 1,001 | $82K |
| SkyView Investment Advisors, LLC | 0.06% | New | 1,000 | $82K |
| Logan Capital Management Inc. | 0.00% | — | 998 | $82K |
| Peck Wealth Management, LLC | 0.06% | Reduce -18.2% | 900 | $74K |
| Phillips Financial Management, LLC | 0.01% | Reduce -81.8% | 897 | $74K |
| Darwin Wealth Management, LLC | 0.02% | Add +0.7% | 858 | $70K |
| NFSG Corp | 0.01% | Add +247.4% | 858 | $70K |
| Holos Integrated Wealth LLC | 0.03% | Reduce -16.6% | 802 | $66K |
| Ascentis Independent Advisors | 0.17% | Reduce -98.1% | 778 | $64K |
| Deane Retirement Strategies, Inc. | 0.03% | Reduce -53.4% | 751 | $62K |
| Glassman Wealth Services | 0.01% | New | 721 | $59K |
| Buck Wealth Strategies, LLC | 0.01% | New | 716 | $59K |
| Colonial Trust Advisors | 0.00% | Add +0.3% | 696 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 673 | $55K |
| Asset Dedication, LLC | 0.00% | Add +35.5% | 657 | $54K |
| Chilton Capital Management LLC | 0.00% | No change | 640 | $53K |
| Westfuller Advisors, LLC | 0.02% | Reduce -88.8% | 634 | $52K |
| Silver Grove Financial Group, Inc. | 0.03% | New | 619 | $51K |
| SHP Wealth Management | 0.00% | Reduce -86.8% | 609 | $50K |
| Ironwood Wealth Management, LLC. | 0.01% | Reduce -94.3% | 602 | $49K |
| IFS Advisors, LLC | 0.02% | No change | 600 | $49K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 600 | $49K |
| Tidemark, LLC | 0.01% | Add +20.4% | 578 | $47K |
| Breakwater Investment Management | 0.02% | Reduce -29.3% | 553 | $45K |
| New Republic Capital, LLC | 0.01% | No change | 546 | $45K |
| Union Savings Bank | 0.02% | No change | 544 | $45K |
| Bank of New Hampshire | 0.01% | No change | 538 | $44K |
| Van Eck Associates Corp. | 0.00% | Add +6.6% | 514 | $42K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $41K |
| Park Place Capital Corp | 0.01% | No change | 500 | $41K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -6.9% | 500 | $41K |
| Mather Group, Llc. | 0.00% | Reduce -83.4% | 487 | $40K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +51.1% | 485 | $40K |
| Rialto Wealth Management, LLC | 0.01% | New | 477 | $39K |
| Beacon Financial Strategies CORP | 0.02% | New | 460 | $38K |
| Roxbury Financial LLC | 0.03% | Reduce -0.7% | 436 | $36K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 422 | $35K |
| Valley National Advisers Inc. | 0.00% | No change | 400 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 400 | $33K |
| JNBA Financial Advisors | 0.00% | No change | 395 | $32K |
| Millstone Evans Group, LLC | 0.02% | No change | 394 | $32K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 379 | $31K |
| CENTRAL TRUST Co | 0.00% | No change | 374 | $31K |
| Founders Capital Management | 0.01% | New | 370 | $30K |
| Lodestone Wealth Management LLC | 0.01% | Add +0.6% | 350 | $29K |
| Pflug Koory, LLC | 0.01% | Add +0.9% | 340 | $28K |
| West Branch Capital LLC | 0.01% | Add +0.9% | 340 | $28K |
| Park Square Financial Group, LLC | 0.25% | Add +168.8% | 336 | $28K |
| Horizon Investments, LLC | 0.00% | Reduce -61.9% | 335 | $27K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -62.9% | 325 | $27K |
| Planning Strategies Inc. | 0.02% | — | 312 | $26K |
| Roble, Belko & Company, Inc | 0.00% | No change | 302 | $25K |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -86.8% | 304 | $25K |
| MCF Advisors LLC | 0.00% | No change | 300 | $25K |
| Index Technologies Group LLC | 0.02% | New | 288 | $24K |
| Quantum Portfolio Management LLC | 0.01% | New | 288 | $24K |
| Armor Investment Advisors, LLC | 0.01% | No change | 267 | $22K |
| Eastern Bank | 0.00% | Reduce -27.3% | 267 | $22K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.1% | 265 | $22K |
| Concord Wealth Partners | 0.00% | New | 261 | $21K |
| N10 Assets, LLC | 0.01% | — | 260 | $21K |
| Hanson & Doremus Investment Management | 0.00% | No change | 226 | $19K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 223 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 218 | $18K |
| Y.D. More Investments Ltd | 0.00% | Reduce -50.0% | 200 | $16K |
| Delta Asset Management LLC | 0.00% | No change | 190 | $16K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 188 | $15K |
| Hollencrest Capital Management | 0.00% | Reduce -30.0% | 180 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 175 | $14K |
| 3 Factor Indexing, LLC | 0.01% | No change | 172 | $14K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 170 | $14K |
| Trust Co. of Toledo NA | 0.00% | Reduce -87.7% | 165 | $14K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 161 | $13K |
| Colonial Trust Co / SC | 0.00% | Add +6.6% | 161 | $13K |
| Obsidian Cio, LLC | 0.01% | Reduce -12.1% | 80 | $12K |
| Vanguard Advisers Inc. | 0.00% | Reduce -9.3% | 147 | $12K |
| Avion Wealth | 0.00% | No change | 135 | $11K |
| Mosley Wealth Management | 0.00% | Reduce -80.1% | 129 | $11K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 129 | $11K |
| Allied Private Wealth LLC | 0.01% | — | 125 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 123 | $10K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 122 | $10K |
| Hughes Financial Services, LLC | 0.00% | Reduce -99.9% | 121 | $10K |
| Signature Equity Partners, LLC | 0.00% | Reduce -28.4% | 111 | $9K |
| Arlington Trust Co LLC | 0.00% | No change | 110 | $9K |
| IMG Wealth Management, Inc. | 0.01% | Add +0.9% | 109 | $9K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 105 | $9K |
| Brooklyn FI, LLC | 0.00% | New | 101 | $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% | No change | 90 | $7K |
| City State Bank | 0.00% | Reduce -35.1% | 87 | $7K |
| Independence Bank of Kentucky | 0.00% | No change | 86 | $7K |
| Archer Investment Corp | 0.00% | No change | 83 | $7K |
| First Bancorp, Inc | 0.00% | New | 83 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 81 | $7K |
| Horizon Financial Services, LLC | 0.00% | No change | 75 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -20.4% | 70 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 69 | $6K |
| Synergy Investment Management, LLC | 0.00% | Reduce -2.9% | 67 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 66 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 66 | $5K |
| Sawyer & Company, Inc | 0.00% | No change | 65 | $5K |
| Friedenthal Financial | 0.00% | New | 55 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 53 | $4K |
| Reicon Wealth Advisors, LLC | 0.00% | No change | 50 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 49 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 41 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 36 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 32 | $3K |
| Rakuten Securities, Inc. | 0.00% | Reduce -91.2% | 29 | $2K |
| First United Bank & Trust | 0.00% | Reduce -66.7% | 25 | $2K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 25 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -83.7% | 20 | $2K |
| Vanguard National Trust Co | 0.00% | No change | 23 | $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 | $903 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 11 | $903 |
| Vision Retirement, LLC | 0.00% | No change | 10 | $821 |
| Catherine Avery Investment Management LLC | 0.00% | New | 8 | $657 |
| Topsail Wealth Management, LLC | 0.00% | No change | 5 | $411 |
| Dunhill Financial, LLC | 0.00% | Add +66.7% | 5 | $410 |
| Toth Financial Advisory Corp. | 0.00% | No change | 4 | $329 |
| RMG Wealth Management LLC | 0.00% | New | 4 | $328 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 3 | $246 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $90 |
| Financial Gravity Companies, Inc. | 0.00% | — | 1 | $82 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -100.0% | 1 | $78 |
"% 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.