iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q4 2025 (December 31)764holders −4
59new positions
97sold out
2famous investors
$102.40avg. 13F price*
At the end of Q4 2025, 764 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, down 4 from Q3 2025. 59 opened new positions and 97 sold out. The largest holders were BlackRock, Inc. ($3.1B), Betterment LLC ($447.6M) and Bank of America Corp. ($345.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 0-5 Year Tips Bond E
- CUSIP
- 46429B747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $183.6M |
| Exits | 97 | $90.9M |
All 13F filers, Q3 2025 → Q4 2025: 8,312,484 shares bought and 9,187,876 shares sold, net −875,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 764 holders
| BlackRock, Inc. | 0.05% | Add +0.9% | 30,132,832 | $3.1B |
| Betterment LLC | 0.85% | Add +5.6% | 4,371,869 | $447.6M |
| Bank of America Corp. | 0.03% | Add +92.0% | 3,369,489 | $345.0M |
| LPL Financial LLC | 0.08% | Reduce -15.6% | 2,803,155 | $287.0M |
| FMR LLC | 0.01% | Reduce -8.2% | 2,634,357 | $269.7M |
| Modera Wealth Management, LLC | 2.70% | Add +6.7% | 2,279,268 | $233.4M |
| Ritholtz Wealth Management | 4.22% | Add +5.1% | 2,255,855 | $231.0M |
| Morgan Stanley | 0.01% | Reduce -12.7% | 1,591,996 | $163.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.3% | 1,353,527 | $138.6M |
| Partners Capital Investment Group, LLP | 4.92% | Add +39.7% | 1,290,115 | $132.1M |
| Wealthcare Advisory Partners LLC | 2.31% | Add +8.2% | 1,148,502 | $117.6M |
| O'shaughnessy Asset Management, LLC | 0.63% | Add +4.1% | 1,119,136 | $114.6M |
| 3EDGE Asset Management, LP | 5.93% | Reduce -5.4% | 1,115,702 | $114.2M |
| Dynasty Wealth Management, LLC | 1.10% | Add +6.4% | 1,094,255 | $112.0M |
| Quotient Wealth Partners, LLC | 2.90% | Add +8.1% | 1,063,814 | $108.9M |
| Flputnam Investment Management Co. | 1.36% | Add +6.0% | 914,329 | $93.6M |
| Wealthcare Capital Management LLC | 8.74% | Add +3.4% | 860,058 | $88.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -74.2% | 858,287 | $87.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.4% | 835,444 | $85.5M |
| Destination Wealth Management | 2.14% | Add +4.7% | 798,027 | $81.7M |
| Farther Finance Advisors, LLC | 0.81% | Add +66.1% | 738,524 | $75.6M |
| Raymond James Financial Inc. | 0.02% | Add +6.1% | 738,214 | $75.6M |
| Maseco LLP | 3.27% | Add +6.7% | 733,508 | $75.1M |
| Adventist Health System Sunbelt Healthcare Corp. | 2.23% | New | 730,000 | $74.7M |
| Haverford Trust Co | 0.61% | Add +3.8% | 666,530 | $68.2M |
| State Street Corp. | 0.00% | Add +1.6% | 657,431 | $67.3M |
| Cerity Partners LLC | 0.09% | Add +3.1% | 633,446 | $64.7M |
| Keating Investment Counselors Inc. | 16.20% | Add +3.8% | 570,802 | $58.4M |
| Tortoise Investment Management, LLC | 5.09% | Add +6.9% | 566,503 | $58.0M |
| Wells Fargo & Company | 0.01% | Add +11.7% | 562,043 | $57.5M |
| Beacon Pointe Advisors, LLC | 0.40% | Add +190.8% | 556,671 | $57.0M |
| Abacus Planning Group, Inc. | 7.44% | Add +16.3% | 545,598 | $55.9M |
| SCS Capital Management LLC | 0.59% | Add +8.1% | 542,986 | $55.6M |
| Martin & Co. Inc. | 9.45% | No change | 537,540 | $55.0M |
| M. Kulyk & Associates, LLC | 10.36% | Add +2.3% | 529,593 | $54.2M |
| AlTi Global, Inc. | 1.14% | Reduce -3.3% | 517,838 | $53.0M |
| Empowered Funds, LLC | 0.90% | Add +8.7% | 516,640 | $52.9M |
| Amplius Wealth Advisors, LLC | 4.15% | Add +2.8% | 482,698 | $49.4M |
| Assetmark, Inc. | 0.09% | Reduce -46.2% | 452,502 | $46.3M |
| Cetera Investment Advisers | 0.05% | Reduce -33.4% | 446,272 | $45.7M |
| Modern Wealth Management, LLC | 0.82% | Reduce -17.6% | 436,684 | $44.7M |
| Elm Partners Management LLC | 1.99% | Reduce -3.4% | 428,603 | $43.9M |
| LVW Advisors, LLC | 4.24% | Add +1.6% | 408,434 | $41.8M |
| Gould Asset Management LLC | 7.39% | Add +35.3% | 407,264 | $41.7M |
| Sigma Investment Counselors Inc. | 2.08% | Add +2.1% | 400,463 | $41.0M |
| Altfest L J & Co. Inc. | 4.28% | Add +0.4% | 381,591 | $39.1M |
| CENTRAL TRUST Co | 0.73% | Reduce -13.5% | 362,634 | $37.1M |
| SB Capital Management Inc | 13.55% | — | 361,193 | $37.0M |
| Summitry LLC | 1.49% | Reduce -0.8% | 347,762 | $35.6M |
| World Investment Advisors | 0.58% | Add +7.5% | 345,191 | $35.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -34.1% | 331,428 | $33.9M |
| Kelman-Lazarov, Inc. | 4.43% | Add +7.6% | 303,015 | $31.0M |
| Jane Street Group, LLC | 0.04% | Add +4062.8% | 301,594 | $30.9M |
| Composition Wealth, LLC | 0.44% | Add +2.4% | 301,332 | $30.9M |
| Creative Planning | 0.02% | Add +78.6% | 292,169 | $29.9M |
| Austin Asset Management Co Inc | 5.08% | Add +0.8% | 290,086 | $29.7M |
| Prime Capital Investment Advisors, LLC | 0.36% | Add +9.2% | 289,510 | $29.6M |
| Victory Capital Management Inc. | 0.02% | Reduce -24.2% | 279,562 | $28.6M |
| UBS Group AG | 0.01% | Reduce -2.7% | 259,996 | $26.6M |
| Evoke Wealth, LLC | 0.50% | Add +9.3% | 255,665 | $26.2M |
| HighTower Advisors, LLC | 0.03% | Add +0.3% | 255,185 | $26.1M |
| Seneca Financial Advisors LLC | 7.30% | Add +16.9% | 234,385 | $24.0M |
| Rockland Trust Co. | 0.93% | Reduce -0.8% | 231,657 | $23.7M |
| MAI Capital Management | 0.14% | Add +2.0% | 230,231 | $23.6M |
| ProVise Management Group, LLC | 1.65% | Add +7.9% | 226,345 | $23.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.2% | 225,867 | $23.1M |
| Coldstream Capital Management Inc. | 0.30% | Add +871.0% | 222,052 | $22.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -44.3% | 219,728 | $22.5M |
| NorthRock Partners, LLC | 0.38% | New | 219,624 | $22.5M |
| JSF Financial, LLC | 4.60% | Add +4.4% | 216,970 | $22.2M |
| Pure Financial Advisors, LLC | 0.33% | Reduce -3.8% | 213,300 | $21.8M |
| SoundView Advisors Inc. | 7.51% | New | 210,264 | $21.5M |
| Stordahl Capital Management, Inc. | 4.36% | Add +4.1% | 207,093 | $21.2M |
| Kestra Investment Management, LLC | 0.52% | Add +13.3% | 206,700 | $21.2M |
| Royal Bank of Canada | 0.00% | Reduce -7.7% | 199,724 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -7.3% | 194,205 | $19.9M |
| Walker Financial Services, Inc. | 6.97% | Add +18.5% | 187,932 | $19.2M |
| Portland Global Advisors LLC | 2.05% | Add +3.9% | 186,931 | $19.1M |
| Parcion Private Wealth LLC | 1.16% | Add +1.2% | 186,823 | $19.1M |
| DDFG, Inc | 4.18% | Add +3.1% | 186,354 | $19.1M |
| Arkansas Financial Group, Inc. | 2.70% | Add +12.3% | 182,916 | $18.7M |
| Ancora Advisors LLC | 0.38% | Add +8.0% | 180,831 | $18.5M |
| Financial Gravity Asset Management, Inc. | 3.56% | Add +8.8% | 180,432 | $18.5M |
| Stadion Money Management, LLC | 1.50% | Add +43.8% | 180,229 | $18.5M |
| Exencial Wealth Advisors, LLC | 0.58% | Add +1.2% | 177,809 | $18.2M |
| NewEdge Advisors, LLC | 0.07% | Reduce -22.8% | 177,769 | $18.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.0% | 177,558 | $18.2M |
| Citadel Advisors | 0.01% | New | 177,273 | $18.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.32% | Add +0.4% | 173,830 | $17.8M |
| Jeppson Wealth Management, LLC | 5.54% | Reduce -3.5% | 170,803 | $17.5M |
| Kwmg, LLC | 1.48% | Add +2.3% | 167,651 | $17.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -6.1% | 167,148 | $17.1M |
| BNP Paribas Financial Markets | 0.01% | Add +804.2% | 166,473 | $17.0M |
| Integrated Wealth Concepts LLC | 0.20% | Reduce -11.2% | 164,776 | $16.9M |
| Valmark Advisers, Inc. | 0.19% | Add +22.8% | 153,614 | $15.7M |
| First National Trust Co | 0.51% | Reduce -4.1% | 147,860 | $15.1M |
| BIP Wealth, LLC | 0.53% | Add +4.9% | 146,607 | $15.0M |
| AJ Advisors, LLC | 5.37% | Add +8.0% | 141,995 | $14.5M |
| American Money Management, LLC | 2.23% | Add +5.7% | 138,281 | $14.2M |
| Amundi | 0.00% | No change | 138,000 | $14.1M |
| Galvin, Gaustad & Stein, LLC | 1.11% | Add +0.7% | 137,485 | $14.1M |
| Ethos Financial Group, LLC | 1.03% | Add +15.3% | 135,670 | $13.9M |
| Stifel Financial Corp. | 0.01% | Reduce -33.8% | 135,225 | $13.8M |
| MML Investors Services, LLC | 0.03% | Reduce -48.9% | 134,148 | $13.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -41.6% | 133,101 | $13.6M |
| Corient Private Wealth LP | 0.02% | Add +206.0% | 129,854 | $13.3M |
| Guggenheim Capital LLC | 0.10% | Reduce -2.0% | 127,920 | $13.1M |
| NBT Bank, N.A. | 0.84% | Add +14.6% | 126,787 | $13.0M |
| Park Edge Advisors, LLC | 2.92% | Add +2.4% | 125,901 | $12.9M |
| McMorgan & Co. LLC | 2.13% | Add +3.3% | 125,458 | $12.8M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +3.3% | 121,432 | $12.4M |
| IFG Advisory, LLC | 0.53% | Add +2.9% | 118,473 | $12.1M |
| Tower Research Capital LLC (TRC) | 0.29% | Add +7.3% | 117,132 | $12.0M |
| Prasad Wealth Partners, LLC | 3.15% | Reduce -3.9% | 115,459 | $11.8M |
| Cascade Financial Partners, LLC | 1.18% | Add +45.7% | 113,452 | $11.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.6% | 112,703 | $11.5M |
| Holcombe Financial, Inc. | 7.00% | Add +1.5% | 108,838 | $11.1M |
| Ethos Capital Management, Inc. | 10.48% | — | 108,679 | $11.1M |
| Alesco Advisors, LLC, An ESL Co | 0.28% | Add +5.5% | 104,209 | $10.7M |
| Courier Capital LLC | 0.59% | Add +0.6% | 102,731 | $10.5M |
| Prime Buchholz LLC | 6.19% | Reduce -36.3% | 101,914 | $10.4M |
| Greenline Partners, LLC | 1.17% | Reduce -2.0% | 99,604 | $10.2M |
| Leavell Investment Management, Inc. | 0.42% | Add +17.2% | 99,034 | $10.1M |
| Mgo One Seven LLC | 0.21% | Add +54.2% | 98,827 | $10.1M |
| Northland Capital Management LLC | 5.66% | Reduce -7.7% | 98,692 | $10.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +25.8% | 97,728 | $10.0M |
| Financial Plan, Inc. | 1.15% | — | 97,695 | $10.0M |
| Pure Portfolios Holdings LLC | 3.00% | Add +3.4% | 97,190 | $10.0M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -48.4% | 97,086 | $9.9M |
| Discipline Wealth Solutions, LLC | 1.82% | Add +7.6% | 95,783 | $9.8M |
| Municipal Employees' Retirement System of Michigan | 0.11% | Reduce -21.3% | 95,402 | $9.8M |
| Portfolio Design Labs, LLC | 1.60% | Reduce -2.1% | 94,680 | $9.7M |
| Lake Hills Wealth Management, LLC | 5.05% | Add +71.1% | 94,542 | $9.7M |
| Cambridge Associates LLC /Ma/ | 0.16% | No change | 93,853 | $9.6M |
| Brookstone Capital Management | 0.11% | Reduce -10.8% | 92,620 | $9.5M |
| Columbus Macro, LLC | 1.03% | Reduce -0.5% | 92,287 | $9.4M |
| Summit Trail Advisors, LLC | 0.16% | Reduce -6.6% | 92,070 | $9.4M |
| First Horizon Corp. | 0.42% | Add +9.6% | 90,899 | $9.3M |
| Clear Creek Financial Management, LLC | 0.75% | Add +17.9% | 90,106 | $9.2M |
| Callan Family Office, LLC | 0.19% | New | 88,430 | $9.1M |
| Penobscot Wealth Management | 2.68% | Add +4.6% | 84,703 | $8.7M |
| Lutz Financial Services LLC | 0.58% | Add +9.2% | 83,383 | $8.5M |
| Blair William & Co. | 0.02% | Add +0.3% | 82,309 | $8.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +3.8% | 82,000 | $8.4M |
| Financial Planning Navigators CORP | 3.84% | — | 81,605 | $8.4M |
| Ascent Group, LLC | 0.28% | Reduce -7.2% | 79,625 | $8.2M |
| NorthCoast Asset Management LLC | 0.18% | Add +51.0% | 79,493 | $8.1M |
| Elevate Wealth Advisory, Inc. | 5.49% | Add +11.4% | 78,457 | $8.0M |
| Equita Financial Network, Inc. | 2.39% | Add +17.0% | 77,531 | $7.9M |
| Sterling Investment Advisors LLC | 3.83% | Add +3.8% | 77,384 | $7.9M |
| Nations Financial Group Inc, /Ia/ | 0.41% | Add +11.1% | 76,483 | $7.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +85.4% | 76,000 | $7.8M |
| Renaissance Technologies | 0.01% | Reduce -86.1% | 74,500 | $7.6M |
| Sugar Maple Asset Management, LLC | 5.06% | Add +5.4% | 73,545 | $7.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +43.4% | 73,111 | $7.5M |
| Western Reserve Capital Management, LLC | 6.95% | — | 72,782 | $7.5M |
| Integris Wealth Management, LLC | 1.67% | Add +7.8% | 71,788 | $7.4M |
| Quadcap Wealth Management, LLC | 0.83% | Add +4.0% | 70,662 | $7.2M |
| MJT & Associates Financial Advisory Group, Inc. | 5.37% | Add +5.3% | 70,214 | $7.2M |
| McIlrath & Eck, LLC | 0.66% | Add +15.3% | 69,304 | $7.1M |
| Perigon Wealth Management, LLC | 0.13% | Add +2.8% | 68,774 | $7.0M |
| Aznar Financial Advisors, LLC | 6.65% | — | 67,576 | $6.9M |
| Truist Financial Corp. | 0.01% | Reduce -47.2% | 66,232 | $6.8M |
| Mariner, LLC | 0.01% | Add +65.4% | 65,703 | $6.7M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -1.3% | 64,103 | $6.6M |
| Blueprint Investment Partners LLC | 0.70% | Reduce -23.0% | 63,867 | $6.5M |
| New Capital Management LP | 1.61% | Reduce -1.9% | 62,461 | $6.4M |
| Alhambra Investment Management LLC | 2.92% | Add +6.3% | 61,399 | $6.3M |
| Straight Path Wealth Management | 1.66% | Add +4.6% | 60,175 | $6.2M |
| B. Riley Wealth Advisors, Inc. | 0.29% | Reduce -5.5% | 60,078 | $6.2M |
| Pinnacle Financial Partners, Inc. | 0.05% | — | 59,856 | $6.1M |
| City State Bank | 1.66% | Reduce -0.7% | 59,331 | $6.1M |
| Kure Advisory, LLC | 3.38% | Add +7.4% | 59,052 | $6.0M |
| Fischer Financial Services, Inc. | 1.57% | Add +1.6% | 58,092 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +9.6% | 57,652 | $5.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.5% | 57,001 | $5.8M |
| Flow Traders U.S. LLC | 0.19% | New | 57,001 | $5.8M |
| Cibc World Market Inc. | 0.01% | Add +7.7% | 56,918 | $5.8M |
| Creative Financial Designs Inc. | 0.36% | Add +1.5% | 56,172 | $5.8M |
| Friedenthal Financial | 2.90% | Add +8.0% | 54,894 | $5.6M |
| Fifth Third Securities, Inc. | 0.36% | Add +10.2% | 54,395 | $5.6M |
| Performance Wealth Partners, LLC | 0.15% | Add +1.8% | 54,364 | $5.6M |
| NorthCrest Asset Manangement, LLC | 0.12% | Add +2.3% | 54,211 | $5.6M |
| Cornerstone Financial Group, LLC | 3.88% | Add +10.1% | 54,243 | $5.6M |
| Arlington Financial Advisors, LLC | 0.79% | New | 53,953 | $5.5M |
| Advisory Services Network, LLC | 0.08% | Reduce -0.2% | 53,933 | $5.5M |
| Family Legacy Financial Solutions, LLC | 4.25% | Add +13.8% | 53,899 | $5.5M |
| Hillcrest Wealth Advisors - NY, LLC | 2.37% | Add +30.9% | 53,720 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +7.9% | 52,213 | $5.3M |
| Wealthspire Retirement, LLC | 0.32% | Add +29.3% | 51,317 | $5.3M |
| Altiora Financial Group, LLC | 0.90% | Add +2.9% | 50,984 | $5.2M |
| Wealthcare Capital Partners, LLC | 2.43% | Add +4.2% | 50,568 | $5.2M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -13.6% | 50,204 | $5.1M |
| IFP Advisors, Inc | 0.11% | Add +5.4% | 48,960 | $5.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.9% | 48,600 | $5.0M |
| Focus Partners Wealth | 0.01% | Add +21.8% | 47,884 | $4.9M |
| Signet Financial Management, LLC | 0.54% | Reduce -6.0% | 47,602 | $4.9M |
| Home Federal Bank of Tennessee | 1.25% | Add +6.3% | 46,876 | $4.8M |
| Slow Capital, Inc. | 0.57% | Add +24.1% | 46,457 | $4.8M |
| Stone Summit Wealth LLC | 1.27% | Add +5.1% | 45,869 | $4.7M |
| Equitable Holdings, Inc. | 0.03% | Reduce -19.7% | 45,618 | $4.7M |
| Semitam Bonam LLC | 3.88% | Add +6.4% | 45,519 | $4.7M |
| Trek Financial, LLC | 0.27% | Reduce -26.9% | 45,098 | $4.6M |
| Arcataur Capital Management LLC | 1.29% | Reduce -1.2% | 43,849 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.8% | 43,513 | $4.5M |
| Physician Wealth Advisors, Inc. | 0.62% | Add +4.0% | 43,404 | $4.4M |
| Royal Harbor Partners, LLC | 1.46% | Add +3.1% | 43,118 | $4.4M |
| Portside Wealth Group, LLC | 0.58% | Add +7.5% | 41,594 | $4.3M |
| Jump Financial, LLC | 0.06% | New | 39,736 | $4.1M |
| Greenspring Advisors, LLC | 0.25% | Add +1001.9% | 39,271 | $4.0M |
| Ares Financial Consulting, LLC | 3.80% | — | 38,938 | $4.0M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -56.8% | 38,812 | $4.0M |
| Mackenzie Financial Corp. | 0.00% | Reduce -11.9% | 38,500 | $3.9M |
| Dogwood Wealth Management LLC | 1.72% | Reduce -3.1% | 38,223 | $3.9M |
| American Wealth Advisors, LLC | 3.81% | Add +0.3% | 37,955 | $3.9M |
| CFS Investment Advisory Services, LLC | 0.28% | Reduce -33.7% | 37,612 | $3.9M |
| Trilogy Capital Inc. | 0.17% | Reduce -3.2% | 37,114 | $3.8M |
| Copia Wealth Management | 2.67% | Add +2.9% | 36,492 | $3.7M |
| Fairview Capital Investment Management, LLC | 0.19% | Add +5.4% | 35,676 | $3.7M |
| Alliance Wealth Advisors, LLC | 0.78% | Reduce -24.1% | 35,285 | $3.6M |
| Echo45 Advisors LLC | 2.06% | Reduce -12.7% | 35,189 | $3.6M |
| Brooklyn FI, LLC | 0.76% | Add +27.8% | 34,664 | $3.5M |
| Hudson Portfolio Management LLC | 3.03% | Add +0.2% | 34,333 | $3.5M |
| Passive Capital Management, LLC. | 1.09% | Add +2.2% | 33,912 | $3.5M |
| Blueprint Financial Advisors LLC | 0.53% | Reduce -16.1% | 33,652 | $3.4M |
| Martin Capital Partners, LLC | 1.28% | Add +0.0% | 33,351 | $3.4M |
| Madden Advisory Services, Inc. | 1.37% | Add +1.6% | 33,217 | $3.4M |
| Bell Investment Advisors, Inc | 0.53% | Add +48.8% | 33,026 | $3.4M |
| Collaborative Wealth Managment Inc. | 1.18% | Add +78.3% | 32,826 | $3.4M |
| Axxcess Wealth Management, LLC | 0.06% | Add +7.3% | 32,770 | $3.4M |
| Perennial Investment Advisors, LLC | 0.25% | Add +11.9% | 31,357 | $3.2M |
| Sigma Planning Corp | 0.09% | Add +28.9% | 31,059 | $3.2M |
| Sofi Wealth, LLC | 0.16% | Add +7.3% | 30,864 | $3.2M |
| Maltin Wealth Management, Inc. | 1.24% | Add +4.0% | 30,460 | $3.1M |
| Savant Capital, LLC | 0.02% | Add +0.5% | 30,382 | $3.1M |
| Bank of Montreal | 0.00% | Add +1000733.3% | 30,025 | $3.1M |
| Strategic Blueprint, LLC | 0.18% | Reduce -35.1% | 29,780 | $3.0M |
| Mustico Financial Group, Inc. | 2.35% | Reduce -17.4% | 29,753 | $3.0M |
| Wealthspan Partners, LLC | 1.11% | Add +431.1% | 29,760 | $3.0M |
| Apex Wealth Management, LLC | 3.09% | Reduce -5.7% | 29,727 | $3.0M |
| Chicago Partners Investment Group LLC | 0.07% | Add +12.1% | 29,617 | $3.0M |
| Trademark Financial Management, LLC | 1.64% | Reduce -2.9% | 29,100 | $3.0M |
| Koss-Olinger Consulting, LLC | 0.23% | Reduce -7.5% | 29,075 | $3.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -63.7% | 28,906 | $3.0M |
| Certior Financial Group, LLC | 2.01% | Add +5.3% | 28,794 | $2.9M |
| Silver Oak Securities, Incorporated | 0.20% | Add +16.9% | 28,584 | $2.9M |
| Breakwater Capital Group | 0.41% | Reduce -2.6% | 28,522 | $2.9M |
| Amara Financial, Llc. | 1.97% | Add +10.1% | 27,738 | $2.8M |
| Soltis Investment Advisors LLC | 0.19% | Reduce -11.9% | 27,522 | $2.8M |
| Integrated Advisors Network LLC | 0.12% | Reduce -3.8% | 27,451 | $2.8M |
| LongView Wealth Management | 0.68% | Add +10.8% | 27,340 | $2.8M |
| Beckerman Institutional, LLC | 1.56% | Reduce -0.7% | 27,196 | $2.8M |
| James Investment Research, Inc. | 0.30% | Reduce -0.2% | 26,953 | $2.8M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -22.7% | 26,907 | $2.8M |
| Van Hulzen Asset Management, LLC | 0.20% | Add +14.1% | 26,625 | $2.7M |
| Investment Partners Asset Management, Inc. | 1.70% | Add +35.7% | 26,606 | $2.7M |
| Chesley Taft & Associates LLC | 0.11% | Add +6.5% | 26,555 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -50.7% | 26,509 | $2.7M |
| FFG Retirement Advisors LLC | 1.67% | Add +0.2% | 26,348 | $2.7M |
| Van Strum & Towne Inc. | 0.75% | New | 26,182 | $2.7M |
| Eagle Wealth Advisors LLC | 2.27% | — | 25,969 | $2.7M |
| Fairway Wealth LLC | 0.72% | Add +16.3% | 25,941 | $2.7M |
| Elevated Financial Group LLC | 0.92% | — | 25,842 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -28.1% | 25,750 | $2.6M |
| Snider Financial Group | 0.69% | New | 25,355 | $2.6M |
| DMC Group, LLC | 1.72% | Add +6.7% | 25,210 | $2.6M |
| Regal Investment Advisors LLC | 0.15% | Reduce -22.8% | 25,198 | $2.6M |
| Heck Capital Advisors, LLC | 0.19% | Reduce -0.3% | 25,168 | $2.6M |
| Fortis Advisors, LLC | 1.42% | Add +1.3% | 25,127 | $2.6M |
| Carr Financial Group Corp | 0.68% | Add +4.4% | 25,007 | $2.6M |
| Independent Wealth Network Inc. | 0.77% | Add +8.6% | 24,484 | $2.5M |
| Alpha Omega Wealth Management LLC | 0.41% | Reduce -0.4% | 24,377 | $2.5M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.07% | Add +0.4% | 23,578 | $2.4M |
| Silver Oak Wealth Advisors Services, LLC | 1.56% | Add +23.6% | 23,642 | $2.4M |
| Montecito Bank & Trust | 0.38% | Reduce -4.8% | 23,550 | $2.4M |
| LifeGuide Financial Advisors, LLC | 0.80% | Add +11.7% | 23,517 | $2.4M |
| CGN Advisors LLC | 0.19% | Add +18.1% | 23,272 | $2.4M |
| Ignite Planners, LLC | 0.36% | Reduce -6.7% | 23,101 | $2.4M |
| Eq Wealth Advisors, LLC | 1.39% | Reduce -3.9% | 22,948 | $2.3M |
| Traub Capital Management LLC | 2.23% | Add +1.1% | 22,647 | $2.3M |
| Virtus Family Office LLC | 1.98% | Add +11.9% | 22,427 | $2.3M |
| Portland Financial Advisors Inc | 4.81% | Add +2.2% | 22,111 | $2.3M |
| Approach Retirement Advisors, LLC | 1.93% | — | 21,883 | $2.2M |
| Peak Financial Management, Inc. | 0.57% | Reduce -2.0% | 21,562 | $2.2M |
| Lazari Capital Management, Inc. | 0.73% | Reduce -0.9% | 21,063 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -92.2% | 20,605 | $2.1M |
| Roundview Capital LLC | 0.13% | Add +6.5% | 20,218 | $2.1M |
| Independent Family Office, LLC | 0.86% | Add +49.8% | 20,070 | $2.1M |
| Choreo, LLC | 0.03% | Reduce -23.6% | 19,995 | $2.0M |
| Arete Wealth Advisors, LLC | 0.14% | Reduce -15.2% | 19,871 | $2.0M |
| Financial & Tax Architects, LLC | 0.46% | Reduce -6.1% | 19,816 | $2.0M |
| Fund Evaluation Group, LLC | 0.07% | New | 19,514 | $2.0M |
| Strategic Financial Concepts, LLC | 1.80% | New | 19,217 | $2.0M |
| Sharper & Granite LLC | 0.69% | Add +1.9% | 19,005 | $1.9M |
| 21 West Wealth Management LLC | 1.77% | Add +13.8% | 18,926 | $1.9M |
| Capasso Planning Partners LLC | 1.06% | Add +120.7% | 18,913 | $1.9M |
| Liberty Atlantic Advisors LLC | 1.90% | — | 18,868 | $1.9M |
| Evelyn Partners Investment Management LLP | 0.05% | Add +42.8% | 18,825 | $1.9M |
| Phillips Financial Management, LLC | 0.12% | Reduce -5.8% | 18,760 | $1.9M |
| Advus Financial Partners, LLC | 0.46% | Add +2.7% | 18,723 | $1.9M |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 18,464 | $1.9M |
| Stephens Inc. | 0.02% | Add +43.4% | 18,183 | $1.9M |
| TritonPoint Partners, LLC | 0.99% | — | 18,171 | $1.9M |
| Signal Advisors Wealth, LLC | 0.15% | Add +14.0% | 17,946 | $1.8M |
| Mendota Financial Group, LLC | 1.33% | Add +26.6% | 17,903 | $1.8M |
| Heritage Investment Group, Inc. | 0.28% | Add +13.9% | 17,900 | $1.8M |
| Vigilare Wealth Management | 0.61% | Reduce -67.8% | 17,848 | $1.8M |
| Balance Wealth Partners LLC | 0.59% | Reduce -46.9% | 17,806 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Reduce -88.6% | 17,680 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.48% | Reduce -3.7% | 17,580 | $1.8M |
| One Wealth Map LLC | 0.91% | Add +2.6% | 17,357 | $1.8M |
| Spartan Planning & Wealth Management | 1.31% | Reduce -30.7% | 17,353 | $1.8M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -0.0% | 17,730 | $1.8M |
| TAGStone Capital, Inc. | 0.65% | Add +26.6% | 16,982 | $1.7M |
| Sellwood Investment Partners LLC | 0.67% | Add +15.3% | 16,812 | $1.7M |
| Fermata Advisors, LLC | 0.41% | Reduce -11.5% | 16,771 | $1.7M |
| Citigroup Inc. | 0.00% | Add +3.8% | 16,661 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Reduce -4.2% | 16,643 | $1.7M |
| McCartney Wealth Management LLC | 1.43% | — | 16,147 | $1.7M |
| Successful Portfolios LLC | 0.83% | Reduce -0.5% | 15,859 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -38.6% | 15,588 | $1.6M |
| Capital Analysts, LLC | 0.04% | Reduce -26.6% | 15,576 | $1.6M |
| Legacy Wealth Partners, LLC | 0.41% | — | 15,512 | $1.6M |
| Roberts Glore & Co. Inc. | 0.42% | Add +25.8% | 15,372 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Add +1.4% | 15,159 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -88.1% | 15,029 | $1.5M |
| Rathbones Group PLC | 0.01% | Add +71.3% | 14,959 | $1.5M |
| Matrix Trust Co | 0.25% | Add +1.6% | 14,947 | $1.5M |
| Bridge Generations Wealth Management LLC | 0.94% | Add +345.9% | 14,894 | $1.5M |
| SeedSafe Financial LLC | 1.35% | — | 14,847 | $1.5M |
| DecisionMap Wealth Management, LLC | 0.93% | Add +7.6% | 14,782 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +25.4% | 14,664 | $1.5M |
| Montag A & Associates Inc. | 0.07% | New | 14,498 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -36.4% | 14,374 | $1.5M |
| VanderPol Investments L.L.C. | 2.81% | Reduce -2.4% | 14,358 | $1.5M |
| Virtue Capital Management, LLC | 0.22% | Reduce -67.3% | 14,076 | $1.4M |
| Tyche Wealth Partners LLC | 0.23% | Add +11.1% | 13,979 | $1.4M |
| VERITY Wealth Advisors | 0.88% | No change | 13,841 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | Reduce -29.3% | 13,467 | $1.4M |
| &partners | 0.01% | Reduce -23.6% | 13,550 | $1.4M |
| Whittier Trust Co. | 0.01% | No change | 13,192 | $1.4M |
| Cardiff Park Advisors, LLC | 0.11% | Add +8.5% | 13,200 | $1.4M |
| Pinnacle Wealth Management Group, Inc. | 0.67% | Reduce -12.0% | 13,010 | $1.3M |
| JGP Wealth Management, LLC | 0.14% | Add +29.6% | 12,950 | $1.3M |
| Brand Asset Management Group, Inc. | 0.37% | Reduce -6.2% | 12,934 | $1.3M |
| Blue Edge Capital, LLC | 0.18% | Add +168.5% | 12,883 | $1.3M |
| RDA Financial Network | 0.31% | Add +0.0% | 12,713 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +28.9% | 12,653 | $1.3M |
| XY Planning Network, Inc. | 0.23% | Reduce -10.8% | 12,613 | $1.3M |
| Comprehensive Money Management Services LLC | 0.86% | No change | 12,179 | $1.2M |
| Wallace Advisory Group, LLC | 1.31% | Reduce -15.2% | 12,178 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Add +98.8% | 12,130 | $1.2M |
| Boltwood Capital Management | 0.32% | Add +26.6% | 12,025 | $1.2M |
| Breakwater Investment Management | 0.44% | No change | 12,003 | $1.2M |
| Tidemark, LLC | 0.34% | Reduce -1.5% | 11,825 | $1.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.14% | — | 11,641 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Reduce -0.5% | 11,497 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +42.6% | 11,413 | $1.2M |
| Victory Financial Group, LLC | 0.15% | Add +351.0% | 11,338 | $1.2M |
| Comerica Bank | 0.00% | Reduce -22.8% | 11,264 | $1.2M |
| Canandaigua National Bank & Trust Co. | 0.10% | Reduce -10.6% | 11,220 | $1.1M |
| Good Harbor Advisors, Inc. | 1.32% | — | 11,098 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.11% | No change | 11,044 | $1.1M |
| Winter & Associates, Inc. | 1.04% | — | 10,941 | $1.1M |
| Edge Financial Advisors LLC | 0.46% | Add +1.9% | 10,747 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +0.5% | 10,642 | $1.1M |
| Western Wealth Management, LLC | 0.05% | Add +291.6% | 10,636 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +18.7% | 10,608 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -23.8% | 10,604 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -5.8% | 11,133 | $1.1M |
| Tennessee Valley Asset Management Partners | 0.14% | Reduce -5.5% | 10,323 | $1.1M |
| Curbstone Financial Management Corp | 0.20% | Reduce -7.2% | 10,250 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -94.5% | 10,246 | $1.0M |
| Integrity Alliance, Llc. | 0.04% | Reduce -37.3% | 10,205 | $1.0M |
| Nwam LLC | 0.06% | Add +6.2% | 10,132 | $1.0M |
| Pinion Investment Advisors, LLC | 0.25% | Add +34.0% | 9,962 | $1.0M |
| Ehrlich Financial Group | 0.58% | Reduce -13.4% | 9,956 | $1.0M |
| Strathmore Capital Advisors, Inc. | 0.33% | Reduce -3.6% | 9,913 | $1.0M |
| Gilliland Jeter Wealth Management LLC | 0.31% | Reduce -3.0% | 9,900 | $1.0M |
| Balefire, LLC | 0.20% | Reduce -41.3% | 9,888 | $1.0M |
| Henrickson Nauta Wealth Advisors, Inc. | 0.15% | Add +96.2% | 9,864 | $1.0M |
| Meitav Investment House Ltd. | 0.01% | Add +13.0% | 9,842 | $1.0M |
| NWF Advisory Services Inc. | 0.11% | Add +0.0% | 9,785 | $1.0M |
| Patriot Investment Management Group, Inc. | 0.06% | Add +20.0% | 9,416 | $964K |
| L. Roy Papp & Associates, LLP | 0.11% | No change | 9,400 | $962K |
| Savvy Advisors, Inc. | 0.03% | Add +13.5% | 9,140 | $936K |
| CIBC Private Wealth Group LLC | 0.00% | Add +21.9% | 9,072 | $929K |
| Evexia Wealth LLC | 0.26% | Reduce -31.4% | 8,987 | $922K |
| Cornerstone Financial Management LLC | 0.86% | — | 8,969 | $918K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.5% | 8,910 | $912K |
| Oakmont Advisory Group, LLC | 0.97% | — | 8,849 | $906K |
| Private Wealth Management Group, LLC | 0.24% | Add +0.3% | 8,832 | $904K |
| First PREMIER Bank | 0.21% | Reduce -36.3% | 8,816 | $903K |
| Evelyn Partners Asset Management Ltd | 0.21% | Add +9.6% | 8,815 | $903K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -85.4% | 8,807 | $902K |
| TCI Wealth Advisors, Inc. | 0.05% | New | 8,703 | $891K |
| West Wealth Group, LLC | 0.18% | Add +7.9% | 8,584 | $879K |
| Empirical Asset Management, LLC | 0.25% | Reduce -7.2% | 8,569 | $877K |
| Bluedoor Private Wealth, LLC | 0.40% | — | 8,556 | $876K |
| Latitude Advisors, LLC | 0.39% | Add +6.8% | 8,545 | $875K |
| Topor & Co. Korea | 0.64% | — | 8,338 | $854K |
| Princeton Global Asset Management LLC | 0.14% | Add +0.3% | 8,236 | $843K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -15.9% | 8,100 | $829K |
| Townsend Financial Planning, LLC | 0.81% | — | 7,918 | $811K |
| Riverbend Wealth Management, LLC | 0.51% | Add +10.7% | 7,892 | $808K |
| First National Bank of Omaha | 0.02% | New | 7,871 | $806K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Reduce -4.9% | 7,880 | $806K |
| Acorn Financial Advisory Services Inc. | 0.12% | Add +1.1% | 7,848 | $804K |
| Canandaigua National Trust Co of Florida | 0.50% | Reduce -0.1% | 7,774 | $796K |
| Private Trust Co. NA | 0.07% | Reduce -37.7% | 7,731 | $792K |
| Allworth Financial LP | 0.00% | Reduce -7.9% | 7,484 | $766K |
| Alterna Wealth Management, Inc. | 0.64% | Reduce -64.9% | 7,482 | $766K |
| VestGen Investment Management | 0.42% | Reduce -10.0% | 7,452 | $763K |
| Summit Financial, LLC | 0.01% | Reduce -0.2% | 7,371 | $755K |
| Glass Jacobson Investment Advisors llc | 0.27% | Reduce -6.0% | 7,341 | $752K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -19.1% | 7,274 | $745K |
| Sovran Advisors, LLC | 0.06% | Reduce -35.8% | 7,161 | $734K |
| Waverly Advisors, LLC | 0.01% | Reduce -3.2% | 7,036 | $720K |
| Cambridge Capital Management, LLC | 0.32% | Add +8.7% | 7,015 | $718K |
| Joseph P. Lucia & Associates, LLC | 0.26% | Reduce -15.3% | 6,913 | $708K |
| Avant Financial Advisors LLC | 0.51% | Add +1.2% | 6,896 | $706K |
| Financial Network Wealth Advisors LLC | 0.73% | Add +6.9% | 6,856 | $702K |
| One Wealth Advisors, LLC | 0.09% | Reduce -70.3% | 6,815 | $698K |
| Andina Capital Management, LLC | 0.42% | Reduce -16.5% | 6,810 | $697K |
| Patten Group, Inc. | 0.13% | Reduce -66.5% | 6,780 | $694K |
| AE Wealth Management LLC | 0.00% | Reduce -78.6% | 6,760 | $692K |
| Bucket List Wealth Management, LLC | 0.41% | — | 6,743 | $691K |
| Principal Securities, Inc. | 0.01% | Add +12.7% | 6,715 | $688K |
| Northwest Wealth Management, LLC | 0.11% | Reduce -2.1% | 6,668 | $683K |
| Thompson David Blair | 0.39% | — | 6,658 | $682K |
| Visionary Horizons, LLC | 0.35% | Add +7.7% | 6,616 | $677K |
| Norden Group LLC | 0.07% | Reduce -6.5% | 6,586 | $674K |
| Robinswood Financial LLC | 0.21% | Reduce -5.3% | 6,528 | $668K |
| Factor Wealth Management LTD | 0.14% | Add +1.1% | 6,485 | $664K |
| United Asset Strategies, Inc. | 0.05% | Reduce -4.9% | 6,475 | $663K |
| Wedmont Private Capital | 0.02% | New | 6,465 | $663K |
| Lodestar Private Asset Management LLC | 0.07% | Add +1.0% | 6,471 | $663K |
| Potomac Fund Management Inc. | 0.02% | Add +0.1% | 6,453 | $661K |
| Arbor Investment Advisors, LLC | 0.09% | Reduce -16.9% | 6,426 | $658K |
| PW Advisors, LLC \ FL | 0.53% | — | 6,394 | $655K |
| BOS Asset Management, LLC | 0.17% | Add +2.7% | 6,341 | $649K |
| Vise Technologies, Inc. | 0.01% | Add +76.4% | 6,334 | $649K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -7.7% | 6,322 | $647K |
| Liberty Wealth Management LLC | 0.08% | Reduce -6.9% | 6,294 | $644K |
| First United Bank & Trust | 0.21% | Reduce -35.7% | 6,291 | $644K |
| Collier Financial | 0.48% | Add +10.3% | 6,199 | $635K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -25.9% | 6,183 | $633K |
| Eagle Bay Advisors LLC | 0.46% | New | 6,173 | $632K |
| Disciplined Investments, LLC | 0.24% | Add +0.1% | 6,122 | $627K |
| Selective Wealth Management, Inc. | 0.20% | Reduce -11.4% | 6,115 | $626K |
| Advisor Resource Council | 0.22% | New | 6,093 | $626K |
| Mma Asset Management LLC | 0.22% | Add +0.7% | 6,100 | $625K |
| Algorithmic Investment Models, LLC | 0.77% | Reduce -82.8% | 6,099 | $624K |
| Merit Financial Group, LLC | 0.01% | Reduce -91.4% | 6,061 | $621K |
| Silver Grove Financial Group, Inc. | 0.54% | Add +9.7% | 6,042 | $619K |
| Smith Partners Wealth Management, LLC | 0.57% | — | 6,000 | $614K |
| BTG Pactual Asset Management US LLC | 0.07% | Reduce -87.2% | 5,931 | $614K |
| Westover Capital Advisors, LLC | 0.11% | Reduce -9.2% | 5,917 | $606K |
| BWM Planning, LLC | 0.16% | Add +2.0% | 5,899 | $604K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.54% | Reduce -0.1% | 5,835 | $597K |
| Buttonwood Financial Group, LLC | 0.32% | Reduce -8.8% | 5,797 | $594K |
| Corepath Wealth Partners LLC | 0.39% | Reduce -7.9% | 5,721 | $587K |
| LWM Advisory Services, LLC | 0.34% | Add +4.8% | 5,672 | $581K |
| WASHINGTON TRUST Co | 0.02% | Reduce -9.5% | 5,631 | $577K |
| GTS Securities LLC | 0.02% | Add +30.3% | 5,624 | $576K |
| WealthPLAN Partners, LLC | 0.09% | New | 5,587 | $572K |
| StoneX Group Inc. | 0.02% | New | 5,561 | $569K |
| ORG Partners LLC | 0.10% | Reduce -3.0% | 5,506 | $564K |
| Cadent Capital Advisors, LLC | 0.15% | New | 5,486 | $562K |
| Hilltop Holdings Inc. | 0.03% | Reduce -25.7% | 5,379 | $551K |
| FC Advisory LLC | 0.16% | Reduce -1.6% | 5,377 | $551K |
| Ted Buchan & Co | 0.20% | Add +174.1% | 5,375 | $550K |
| RFG Advisory, LLC | 0.01% | Reduce -6.2% | 5,278 | $540K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +1.3% | 5,232 | $536K |
| First National Bank & Trust Co. of Newtown | 0.10% | Add +56.1% | 5,150 | $527K |
| Stratos Investment Management, LLC | 0.02% | Reduce -1.6% | 5,142 | $526K |
| Rik Saylor Financial, Inc. | 0.38% | Reduce -1.4% | 5,107 | $523K |
| Vertex Planning Partners, LLC | 0.12% | Reduce -71.5% | 5,102 | $522K |
| Scotia Capital Inc. | 0.00% | Reduce -47.2% | 5,100 | $522K |
| Clear Investment Research, LLC | 0.86% | Reduce -3.3% | 5,081 | $520K |
| LaFleur & Godfrey LLC | 0.06% | Add +2.5% | 5,044 | $516K |
| Atlas Capital Advisors Inc. | 0.06% | — | 5,032 | $515K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -22.9% | 5,029 | $515K |
| Gibbs Wealth Management | 0.12% | Reduce -3.6% | 4,992 | $512K |
| Atlatl Advisers LLC | 0.20% | Reduce -66.8% | 4,994 | $511K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 4,986 | $511K |
| Lodestone Wealth Management LLC | 0.21% | No change | 4,978 | $510K |
| OneAscent Financial Services LLC | 0.05% | Add +4.5% | 4,902 | $502K |
| Greenleaf Trust | 0.00% | No change | 4,880 | $500K |
| Thrive Capital Management, LLC | 0.11% | Reduce -21.8% | 4,868 | $498K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +6.6% | 4,866 | $498K |
| Sharp Wealth Advisory, LLC | 0.25% | Add +8.5% | 4,852 | $497K |
| Continuum Wealth Advisors, LLC | 0.19% | Reduce -4.3% | 4,851 | $497K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -6.1% | 4,816 | $493K |
| Maridea Wealth Management LLC | 0.07% | Add +106.3% | 4,811 | $493K |
| Geneos Wealth Management Inc. | 0.01% | Add +5.4% | 4,777 | $489K |
| Centaurus Financial, Inc. | 0.02% | Reduce -22.0% | 4,752 | $487K |
| Ellis Investment Partners, LLC | 0.08% | Add +6.0% | 4,747 | $486K |
| Financial Harvest, LLC | 0.29% | Add +1.4% | 4,637 | $475K |
| Brindle & Bay Financial Advisors, LLC | 0.31% | — | 4,596 | $471K |
| Walter & Keenan Wealth Management LLC /in/ | 0.13% | Reduce -2.6% | 4,574 | $468K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.9% | 4,562 | $467K |
| Independent Financial Group, LLC | 0.01% | Add +20.3% | 4,552 | $466K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -27.3% | 4,540 | $465K |
| North Ridge Wealth Advisors, Inc. | 0.26% | Reduce -0.9% | 4,497 | $461K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | No change | 4,495 | $460K |
| ARK & TLK Investments, LLC | 0.12% | No change | 4,428 | $453K |
| Uptick Partners, LLC | 0.10% | Add +44.0% | 4,373 | $448K |
| Obermeyer Wealth Partners | 0.02% | Reduce -5.5% | 4,326 | $443K |
| Diversify Wealth Management, LLC | 0.02% | Add +69.7% | 4,291 | $440K |
| Keystone Financial Services | 0.13% | Reduce -15.8% | 4,277 | $438K |
| MADDEN SECURITIES Corp | 0.13% | No change | 4,210 | $431K |
| Verdence Capital Advisors LLC | 0.03% | Add +5.1% | 4,207 | $431K |
| Grand Wealth Management, LLC | 0.19% | Add +11.6% | 4,198 | $430K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.4% | 4,119 | $422K |
| Middleton & Co. Inc. | 0.04% | Reduce -40.0% | 4,101 | $420K |
| Adalta Capital Management LLC | 0.19% | No change | 4,060 | $416K |
| Affinity Capital Advisors, LLC | 0.06% | Add +15.3% | 4,038 | $413K |
| Triad Wealth Partners, LLC | 0.04% | New | 4,016 | $411K |
| Keystone Wealth Services, LLC | 0.08% | Reduce -6.2% | 3,935 | $403K |
| Northern Trust Corp. | 0.00% | Reduce -5.0% | 3,842 | $393K |
| EP Wealth Advisors, LLC | 0.00% | — | 3,834 | $393K |
| Oppenheimer & Co. Inc. | 0.01% | Add +38.7% | 3,822 | $391K |
| Eagle Capital Management, LLC | 0.14% | No change | 3,812 | $390K |
| Toth Financial Advisory Corp. | 0.04% | No change | 3,790 | $388K |
| Redwood Investment Management, LLC | 0.04% | Add +35.0% | 3,746 | $384K |
| Wealthgarden F.S. LLC | 0.25% | New | 3,741 | $384K |
| First Bank & Trust | 0.06% | Add +73.4% | 3,718 | $381K |
| Wellington-Altus USA Inc. | 0.27% | — | 3,600 | $369K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 3,598 | $368K |
| Essential Partners LLC | 0.11% | No change | 3,574 | $366K |
| SkyView Investment Advisors, LLC | 0.05% | New | 3,560 | $365K |
| Guidance Capital, Inc. | 0.09% | New | 3,550 | $364K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -98.3% | 3,547 | $363K |
| Advyzon Investment Management, LLC | 0.04% | Add +20.3% | 3,527 | $361K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,496 | $358K |
| Kovack Advisors, Inc. | 0.02% | Add +60.0% | 3,494 | $358K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -35.2% | 3,489 | $357K |
| Adams Wealth Management | 0.08% | Add +9.2% | 3,479 | $356K |
| CacheTech Inc. | 0.07% | Add +9.2% | 3,479 | $356K |
| Core Wealth Partners LLC | 0.16% | No change | 3,468 | $355K |
| Marotta Asset Management | 0.07% | New | 3,461 | $354K |
| Market Street Wealth Management Advisors LLC | 0.05% | Add +0.7% | 3,400 | $348K |
| Mosley Wealth Management | 0.16% | — | 3,332 | $344K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -3.5% | 3,288 | $337K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.13% | Add +0.9% | 3,270 | $335K |
| Cary Street Partners Financial LLC | 0.01% | Add +22.2% | 3,266 | $334K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.6% | 3,261 | $334K |
| M&T Bank Corp | 0.00% | No change | 3,253 | $333K |
| Shared Vision Wealth Group LLC | 0.13% | Reduce -76.7% | 3,246 | $333K |
| Morton Community Bank | 0.07% | No change | 3,200 | $329K |
| Avior Wealth Management, LLC | 0.01% | Add +15.7% | 3,210 | $329K |
| Vaughan David Investments LLC | 0.01% | No change | 3,200 | $328K |
| SFI Advisors, LLC | 0.21% | No change | 3,174 | $325K |
| RHS Financial, LLC | 0.16% | Reduce -3.0% | 3,142 | $322K |
| TCFG Wealth Management, LLC | 0.13% | Add +0.8% | 3,139 | $321K |
| Founders Financial Securities LLC | 0.02% | New | 3,105 | $318K |
| Lido Advisors, LLC | 0.00% | No change | 3,072 | $317K |
| Brookwood Investment Group LLC | 0.04% | Add +33.0% | 3,086 | $316K |
| Regimen Wealth, LLC | 0.09% | Add +0.2% | 3,066 | $314K |
| Moneco Advisors, LLC | 0.02% | Add +47.9% | 3,031 | $310K |
| Global View Capital Management LLC | 0.06% | Reduce -2.0% | 3,024 | $310K |
| Laurel Wealth Advisors LLC | 0.04% | New | 3,005 | $308K |
| One Wealth Capital Management, LLC | 0.13% | Reduce -31.5% | 2,981 | $305K |
| Aurelius Family Office LLC | 0.13% | Reduce -5.5% | 2,968 | $304K |
| LifePlan Investment Advisors, Inc. | 0.12% | Reduce -33.9% | 2,961 | $303K |
| Town Capital LLC | 0.25% | — | 2,954 | $302K |
| Endeavor Private Wealth, Inc. | 0.09% | Reduce -55.1% | 2,953 | $302K |
| W.H. Cornerstone Investments Inc. | 0.18% | Add +1.3% | 2,917 | $299K |
| Satovsky Asset Management LLC | 0.06% | Add +1.3% | 2,907 | $298K |
| WealthShield Partners, LLC | 0.03% | Reduce -76.4% | 2,903 | $297K |
| Blankinship & Foster, LLC | 0.06% | Add +19.3% | 2,880 | $295K |
| Berger Financial Group, Inc | 0.02% | New | 2,874 | $294K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -8.4% | 2,836 | $290K |
| Prairiewood Capital, LLC | 0.09% | Reduce -14.8% | 2,828 | $290K |
| Old Mission Capital LLC | 0.01% | New | 2,823 | $289K |
| Sovereign Financial Group, Inc. | 0.05% | No change | 2,803 | $287K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -32.9% | 2,794 | $286K |
| US Bancorp \de | 0.00% | Reduce -92.6% | 2,793 | $286K |
| Inlight Wealth Management, LLC | 0.10% | Add +44.4% | 2,768 | $283K |
| Tradewinds Capital Management, LLC | 0.06% | No change | 2,735 | $280K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 2,734 | $280K |
| Atwater Malick LLC | 0.08% | Reduce -12.5% | 2,734 | $280K |
| Smith & Howard Wealth Management, LLC | 0.06% | No change | 2,734 | $280K |
| Pflug Koory, LLC | 0.13% | Add +1.1% | 2,718 | $278K |
| ATLas Financial Planning LLC | 0.27% | — | 2,711 | $278K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -91.4% | 2,702 | $277K |
| Boston Family Office LLC | 0.02% | Add +9.6% | 2,696 | $276K |
| Prism Advisors, Inc. | 0.07% | Add +3.2% | 2,674 | $274K |
| D.A. Davidson & Co. | 0.00% | New | 2,639 | $270K |
| Lee Financial Co | 0.04% | Reduce -0.1% | 2,639 | $270K |
| Independence Financial Advisors, LLC | 0.07% | Reduce -2.9% | 2,615 | $268K |
| Bravias Capital Group, LLC | 0.16% | Add +0.7% | 2,603 | $267K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.6% | 2,591 | $265K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,580 | $264K |
| PFG Advisors | 0.01% | Reduce -79.1% | 2,526 | $259K |
| Liberty Capital Management, Inc. | 0.05% | No change | 2,519 | $258K |
| Live Oak Investment Partners | 0.16% | New | 2,499 | $256K |
| DeLarme Wealth Management, Inc. | 0.18% | — | 2,490 | $255K |
| Fiduciary Trust Co | 0.00% | Add +3.4% | 2,480 | $254K |
| Chilton Capital Management LLC | 0.01% | No change | 2,474 | $253K |
| One Capital Management, LLC | 0.01% | Reduce -13.6% | 2,463 | $252K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -1.0% | 2,456 | $252K |
| Net Worth Advisory Group | 0.05% | New | 2,444 | $250K |
| Debussy Capital Management LP | 0.03% | Reduce -6.4% | 2,398 | $246K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -45.3% | 2,397 | $245K |
| Journey Retirement Planning & Investment Management LLC | 0.05% | — | 2,358 | $242K |
| Two Sigma Securities, LLC | 0.03% | Reduce -71.5% | 2,328 | $238K |
| NewEdge Wealth, LLC | 0.00% | New | 2,322 | $238K |
| Keebeck Wealth Management | 0.03% | Reduce -26.1% | 2,296 | $235K |
| Strategic Advisory Partners, LLC | 0.19% | — | 2,277 | $233K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -12.5% | 2,276 | $233K |
| Arax Advisory Partners | 0.01% | New | 2,261 | $232K |
| HBW Advisory Services LLC | 0.03% | Reduce -0.6% | 2,243 | $230K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 2,243 | $230K |
| Evanson Asset Management, LLC | 0.01% | No change | 2,241 | $229K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -12.5% | 2,208 | $226K |
| AlphaCore Capital LLC | 0.01% | Add +2.1% | 2,197 | $225K |
| Firethorn Wealth Partners, LLC | 0.08% | Reduce -37.1% | 2,183 | $224K |
| Ergawealth Advisors, Inc. | 0.10% | No change | 2,163 | $221K |
| Waystone Advisors LLC | 0.19% | — | 2,141 | $219K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -55.6% | 2,122 | $217K |
| Acorns Advisers, LLC | 0.00% | New | 2,098 | $215K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -23.5% | 2,088 | $214K |
| Trustmark Bank Trust Department | 0.01% | No change | 2,085 | $213K |
| Redwood Financial Network Corp | 0.14% | Reduce -0.5% | 2,080 | $213K |
| Anchor Capital Advisors LLC | 0.01% | New | 2,078 | $213K |
| Aprio Wealth Management, LLC | 0.01% | No change | 2,060 | $211K |
| Selby Wealth Management, LLC | 0.09% | — | 2,059 | $211K |
| Symmetry Partners, LLC | 0.01% | No change | 2,032 | $208K |
| Continuum Advisory, LLC | 0.02% | Reduce -12.3% | 2,008 | $206K |
| Donalies Financial Planning, LLC | 0.17% | — | 2,000 | $205K |
| Sterneck Capital Management, LLC | 0.09% | No change | 2,000 | $205K |
| WBH Advisory Inc. | 0.02% | No change | 2,000 | $205K |
| Archer Investment Management, LLC | 0.11% | New | 1,995 | $204K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,960 | $201K |
| High Falls Advisors, Inc | 0.04% | Reduce -88.3% | 1,956 | $200K |
| Wedbush Securities Inc. | 0.01% | Reduce -26.8% | 1,955 | $200K |
| Archer Investment Corp | 0.04% | New | 1,875 | $192K |
| Elevation Wealth Partners, LLC | 0.07% | Reduce -20.0% | 1,815 | $186K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | Add +1.3% | 1,632 | $167K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -58.6% | 1,615 | $165K |
| Fifth Third Bancorp | 0.00% | Add +64.5% | 1,612 | $165K |
| Harbour Investments, Inc. | 0.00% | Reduce -48.5% | 1,611 | $165K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.05% | Add +29.8% | 1,611 | $165K |
| Scarborough Advisors, LLC | 0.02% | Reduce -73.7% | 1,394 | $143K |
| Vision Retirement, LLC | 0.04% | — | 1,370 | $140K |
| Parallel Advisors, LLC | 0.00% | Add +65.7% | 1,344 | $138K |
| Spire Wealth Management | 0.00% | Reduce -36.8% | 1,310 | $134K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 1,240 | $127K |
| Blueline Advisors LLC | 0.10% | — | 1,222 | $125K |
| Northwest Capital Management Inc | 0.53% | Reduce -83.6% | 1,194 | $122K |
| Stone House Investment Management, LLC | 0.02% | Reduce -86.3% | 1,162 | $119K |
| Horizons Wealth Management | 0.07% | Reduce -14.7% | 1,088 | $111K |
| CoreCap Advisors, LLC | 0.00% | Reduce -27.4% | 1,061 | $109K |
| TD Capital Management LLC | 0.01% | Add +1.3% | 1,059 | $108K |
| Barrett & Company, Inc. | 0.04% | No change | 1,051 | $108K |
| Deane Retirement Strategies, Inc. | 0.04% | Reduce -99.9% | 96 | $107K |
| Triumph Capital Management | 0.02% | New | 1,034 | $106K |
| Legacy Bridge, LLC | 0.04% | No change | 1,030 | $105K |
| Raffa Wealth Management, LLC | 0.02% | Add +245.0% | 1,004 | $103K |
| Motco | 0.01% | No change | 962 | $98K |
| Kings Path Partners LLC | 0.03% | Add +2.3% | 892 | $91K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +68.4% | 788 | $81K |
| Harbor Investment Advisory, LLC | 0.01% | New | 735 | $75K |
| Midwest Capital Advisors, LLC | 0.04% | Reduce -94.1% | 734 | $75K |
| Rossby Financial, LCC | 0.02% | Add +54.9% | 728 | $75K |
| Winnacle Wealth LLC | 0.05% | Reduce -19.3% | 691 | $71K |
| SageView Advisory Group, LLC | 0.00% | New | 670 | $69K |
| Advisors Preferred, LLC | 0.01% | Reduce -83.9% | 667 | $68K |
| Signature Resources Capital Management, LLC | 0.03% | Add +11.2% | 658 | $67K |
| WFA of San Diego, LLC | 0.05% | Add +50.0% | 645 | $66K |
| NFSG Corp | 0.01% | No change | 639 | $65K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -89.3% | 631 | $65K |
| Fortitude Family Office, LLC | 0.01% | New | 587 | $60K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -85.6% | 578 | $59K |
| IMG Wealth Management, Inc. | 0.04% | Reduce -11.7% | 543 | $56K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 520 | $53K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 515 | $53K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -56.5% | 462 | $47K |
| Running Point Capital Advisors, LLC | 0.01% | Add +36.9% | 449 | $46K |
| Chesapeake Asset Management LLC | 0.04% | Reduce -29.4% | 443 | $45K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -64.7% | 436 | $45K |
| Birchwood Financial Partners, Inc. | 0.04% | — | 411 | $42K |
| Torren Management, LLC | 0.02% | — | 403 | $41K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.8% | 401 | $41K |
| Avalon Trust Co | 0.00% | No change | 400 | $41K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +22.9% | 343 | $35K |
| Ameriflex Group, Inc. | 0.02% | Reduce -26.5% | 338 | $35K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -29.5% | 313 | $32K |
| Trust Co. of Vermont | 0.00% | No change | 306 | $31K |
| Kingdom Financial Group LLC. | 0.01% | New | 286 | $29K |
| Caldwell Trust Co | 0.00% | New | 283 | $29K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 267 | $27K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 260 | $27K |
| Covestor Ltd | 0.01% | Add +1.9% | 264 | $27K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 8,601 | $26K |
| Chapman Financial Group, LLC | 0.02% | Reduce -13.8% | 250 | $26K |
| Rossmore Private Capital | 0.00% | No change | 250 | $26K |
| Colonial Trust Co / SC | 0.00% | Reduce -39.2% | 233 | $24K |
| Arcadia Investment Management Corp. | 0.00% | No change | 210 | $22K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 200 | $20K |
| Clearstead Advisors, LLC | 0.00% | No change | 200 | $20K |
| Larson Financial Group LLC | 0.00% | Add +1.7% | 175 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 166 | $17K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 165 | $17K |
| Strategic Advocates LLC | 0.00% | No change | 158 | $16K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 152 | $16K |
| Root Financial Partners, LLC | 0.00% | Reduce -14.7% | 145 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 141 | $14K |
| Horrell Capital Management, Inc. | 0.01% | No change | 140 | $14K |
| Tsfg, LLC | 0.00% | Reduce -96.8% | 140 | $14K |
| Franklin Resources Inc. | 0.00% | No change | 136 | $14K |
| Deutsche Bank AG | 0.00% | No change | 131 | $13K |
| Lanark Financial, Inc. | 0.00% | Reduce -16.1% | 130 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -87.8% | 125 | $13K |
| Sound Income Strategies, LLC | 0.00% | Reduce -76.4% | 122 | $12K |
| International Assets Investment Management, LLC | 0.00% | New | 111 | $11K |
| HFM Investment Advisors, LLC | 0.00% | Add +15.8% | 110 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -11.8% | 105 | $11K |
| Key Financial Inc | 0.00% | No change | 103 | $11K |
| Mascoma Wealth Management LLC | 0.00% | No change | 98 | $10K |
| WealthCollab, LLC | 0.00% | No change | 94 | $10K |
| Blue Trust, Inc. | 0.00% | Reduce -99.3% | 83 | $8K |
| Team Financial Group, LLC | 0.00% | Add +1.3% | 81 | $8K |
| Westfuller Advisors, LLC | 0.00% | Add +1.3% | 80 | $8K |
| FAS Wealth Partners, Inc. | 0.00% | Add +87.5% | 75 | $8K |
| Curio Wealth, LLC | 0.00% | No change | 75 | $8K |
| LRI Investments, LLC | 0.00% | No change | 72 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 69 | $7K |
| Maryland Capital Advisors Inc. | 0.00% | Add +150.0% | 65 | $7K |
| Orion Capital Management LLC | 0.00% | No change | 57 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -75.5% | 57 | $6K |
| ESL Trust Services, LLC | 0.00% | New | 52 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 48 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -96.0% | 45 | $5K |
| FWL Investment Management, LLC | 0.00% | New | 45 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -94.7% | 42 | $4K |
| Nemes Rush Group LLC | 0.00% | New | 40 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 37 | $4K |
| Tompkins Financial Corp. | 0.00% | New | 35 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Add +138.5% | 31 | $3K |
| Compass Financial Services Inc | 0.00% | No change | 30 | $3K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Add +100.0% | 20 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -87.2% | 15 | $2K |
| SHP Wealth Management | 0.00% | — | 15 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 13 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -97.8% | 12 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 11 | $1K |
| Operose Advisors LLC | 0.00% | New | 10 | $1K |
| Signaturefd, LLC | 0.00% | Add +16.7% | 7 | $756 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 7 | $717 |
| Tucker Asset Management LLC | 0.00% | New | 7 | $717 |
| Quaker Wealth Management, LLC | 0.00% | New | 5 | $512 |
| Register Financial Advisors LLC | 0.00% | New | 4 | $410 |
| Russell Investments Group, Ltd. | 0.00% | New | 4 | $410 |
| Fortis Group Advisors, LLC | 0.00% | No change | 3 | $307 |
| Quent Capital, LLC | 0.00% | No change | 3 | $307 |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $209 |
| Asset Dedication, LLC | 0.00% | No change | 2 | $205 |
| Longview Financial Advisors LLC | 0.00% | New | 1 | $103 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $102 |
| Avion Wealth | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is STIP's weight in each manager's 13F, not the share of iShares 0-5 Year Tips Bond E the manager owns.