iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q2 2026 (June 30)827holders +64
119new positions
45sold out
2famous investors
$102.11avg. 13F price*
At the end of Q2 2026, 827 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 64 from Q1 2026. 119 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($4.5B), Betterment LLC ($465.2M) and LPL Financial LLC ($422.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $228.8M |
| Exits | 45 | $58.1M |
All 13F filers, Q1 2026 → Q2 2026: 14,924,890 shares bought and 5,067,184 shares sold, net +9,857,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 827 holders
| BlackRock, Inc. | 0.07% | Add +4.7% | 44,245,089 | $4.5B |
| Betterment LLC | 0.79% | Add +1.5% | 4,553,816 | $465.2M |
| LPL Financial LLC | 0.10% | Add +32.3% | 4,133,408 | $422.3M |
| Modera Wealth Management, LLC | 2.79% | Add +4.6% | 2,554,931 | $261.0M |
| Ritholtz Wealth Management | 3.85% | Add +4.7% | 2,522,612 | $257.7M |
| Morgan Stanley | 0.01% | Add +26.0% | 2,250,138 | $229.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +77.4% | 1,995,879 | $203.9M |
| Coldstream Capital Management Inc. | 2.40% | Add +28.0% | 1,860,288 | $190.0M |
| Bank of America Corp. | 0.01% | Add +16.5% | 1,553,079 | $158.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 4.95% | Reduce -3.1% | 1,511,194 | $154.4M |
| Cetera Investment Advisers | 0.13% | Add +216.9% | 1,437,435 | $146.8M |
| Wealthcare Advisory Partners LLC | 2.56% | Add +9.4% | 1,322,733 | $135.1M |
| O'shaughnessy Asset Management, LLC | 0.58% | Add +4.3% | 1,213,731 | $124.0M |
| Farther Finance Advisors, LLC | 0.90% | Add +18.2% | 1,118,491 | $114.3M |
| Ameriprise Financial Inc. | 0.02% | Add +13.9% | 1,108,855 | $113.2M |
| JPMorgan Chase & Co. | 0.01% | Add +15.3% | 1,086,681 | $111.1M |
| Partners Capital Investment Group, LLP | 3.66% | Add +3.2% | 1,014,965 | $103.7M |
| SCS Capital Management LLC | 0.96% | Add +2.3% | 989,768 | $101.1M |
| Flputnam Investment Management Co. | 1.17% | Add +3.1% | 964,676 | $98.6M |
| Wealthcare Capital Management LLC | 9.10% | Add +2.3% | 938,761 | $95.9M |
| Tortoise Investment Management, LLC | 6.86% | Add +7.2% | 900,987 | $92.0M |
| Raymond James Financial Inc. | 0.02% | Add +11.8% | 863,944 | $88.3M |
| Mercer Global Advisors Inc. | 0.11% | Add +100.3% | 860,000 | $87.9M |
| Destination Wealth Management | 2.02% | Add +2.5% | 846,480 | $86.5M |
| Maseco LLP | 2.30% | Add +3.3% | 800,732 | $81.8M |
| M. Kulyk & Associates, LLC | 12.85% | Add +6.1% | 771,097 | $78.8M |
| Haverford Trust Co | 0.64% | Add +2.9% | 728,697 | $74.4M |
| Abacus Planning Group, Inc. | 8.91% | Add +17.1% | 705,445 | $72.1M |
| State Street Corp. | 0.00% | Add +1.9% | 665,185 | $68.0M |
| Dynasty Wealth Management, LLC | 0.50% | Add +2.2% | 664,407 | $67.9M |
| Quotient Wealth Partners, LLC | 1.57% | Add +2.4% | 649,411 | $66.3M |
| Kestra Investment Management, LLC | 1.24% | Reduce -32.1% | 627,164 | $64.1M |
| Keating Investment Counselors Inc. | 17.50% | Reduce -2.1% | 623,779 | $63.7M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -3.5% | 617,519 | $63.1M |
| Wells Fargo & Company | 0.01% | Add +8.6% | 614,427 | $62.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +23.7% | 595,739 | $60.9M |
| 3EDGE Asset Management, LP | 2.49% | Add +3.5% | 546,891 | $55.9M |
| Martin & Co. Inc. | 8.58% | No change | 537,540 | $54.9M |
| FMR LLC | 0.00% | Reduce -0.0% | 527,294 | $53.9M |
| Empowered Funds, LLC | 0.27% | Add +0.8% | 512,062 | $51.7M |
| AlTi Global, Inc. | 1.06% | Reduce -0.7% | 502,009 | $51.3M |
| MAI Capital Management | 0.19% | Add +109.8% | 494,193 | $50.5M |
| Gould Asset Management LLC | 7.60% | Add +0.5% | 472,277 | $48.2M |
| NewEdge Advisors, LLC | 0.14% | Add +64.8% | 470,685 | $48.1M |
| LVW Advisors, LLC | 3.81% | Add +3.1% | 431,464 | $44.1M |
| Sigma Investment Counselors Inc. | 2.08% | Add +2.4% | 416,939 | $42.6M |
| Altfest L J & Co. Inc. | 3.98% | Add +2.5% | 401,268 | $41.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.5% | 369,657 | $37.8M |
| Austin Asset Management Co Inc | 5.20% | Add +14.9% | 356,912 | $36.5M |
| Royal Bank of Canada | 0.01% | Add +46.9% | 340,403 | $34.8M |
| Alpine Bank Wealth Management | 4.46% | New | 339,975 | $34.7M |
| CENTRAL TRUST Co | 0.61% | Reduce -5.6% | 328,813 | $33.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +326.0% | 326,147 | $33.3M |
| Kelman-Lazarov, Inc. | 4.29% | Add +3.0% | 320,695 | $32.8M |
| AMJ Financial Wealth Management | 7.72% | No change | 314,997 | $32.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +609.3% | 315,658 | $32.2M |
| Syon Capital LLC | 1.40% | Add +39.5% | 315,195 | $32.2M |
| World Investment Advisors | 0.53% | Add +0.4% | 309,836 | $32.0M |
| UBS Group AG | 0.01% | Add +15.1% | 313,586 | $32.0M |
| Prime Capital Investment Advisors, LLC | 0.31% | Add +2.0% | 308,643 | $31.5M |
| Opus Capital Group, LLC | 2.90% | Add +9.0% | 292,799 | $29.9M |
| Modern Wealth Management, LLC | 0.35% | Reduce -17.4% | 290,562 | $29.7M |
| Trustmark Bank Trust Department | 1.76% | Add +13743.5% | 288,636 | $29.5M |
| AE Wealth Management LLC | 0.13% | Add +31.8% | 268,853 | $27.5M |
| Savant Capital, LLC | 0.08% | Add +251.1% | 271,584 | $27.5M |
| Summitry LLC | 0.90% | Reduce -19.8% | 268,602 | $27.4M |
| DDFG, Inc | 5.44% | Add +39.7% | 268,165 | $27.4M |
| Seneca Financial Advisors LLC | 6.97% | Add +5.7% | 262,884 | $26.9M |
| Capital Advantage, Inc. | 3.23% | New | 258,789 | $26.4M |
| MML Investors Services, LLC | 0.05% | Add +76.2% | 257,510 | $26.3M |
| Rockland Trust Co. | 1.01% | Add +6.7% | 252,016 | $25.7M |
| ProVise Management Group, LLC | 1.72% | Add +6.0% | 251,467 | $25.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.1% | 248,228 | $25.4M |
| Creative Planning | 0.01% | Reduce -11.3% | 243,750 | $24.9M |
| Walker Financial Services, Inc. | 7.64% | Add +12.5% | 241,916 | $24.7M |
| Astoria Strategic Wealth, Inc. | 5.48% | New | 234,927 | $24.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -10.0% | 230,807 | $23.6M |
| NorthCoast Asset Management LLC | 0.52% | Add +37.0% | 230,741 | $23.6M |
| Stordahl Capital Management, Inc. | 4.25% | Add +7.0% | 226,904 | $23.2M |
| Integrated Wealth Concepts LLC | 0.15% | Add +3.2% | 218,961 | $22.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +22.5% | 212,741 | $21.7M |
| Pure Financial Advisors, LLC | 0.28% | Add +0.5% | 212,089 | $21.7M |
| NorthRock Partners, LLC | 0.31% | Reduce -6.9% | 212,088 | $21.7M |
| SoundView Advisors Inc. | 6.98% | Reduce -4.0% | 209,701 | $21.4M |
| Parcion Private Wealth LLC | 1.18% | Add +9.5% | 208,243 | $21.3M |
| Estate Counselors, LLC | 1.80% | Add +250.4% | 205,090 | $21.0M |
| Amplius Wealth Advisors, LLC | 1.50% | Reduce -60.7% | 200,597 | $20.5M |
| Arkansas Financial Group, Inc. | 2.64% | Add +2.0% | 198,408 | $20.3M |
| Alesco Advisors, LLC, An ESL Co | 0.46% | Add +84.2% | 194,533 | $19.9M |
| Ancora Advisors LLC | 0.38% | Add +6.8% | 193,971 | $19.8M |
| Portland Global Advisors LLC | 1.87% | Add +1.0% | 192,435 | $19.7M |
| Deane Retirement Strategies, Inc. | 8.26% | Reduce -3.6% | 190,880 | $19.5M |
| Financial Gravity Companies, Inc. | 3.12% | — | 188,071 | $19.2M |
| Main Management Fund Advisors LLC | 1.33% | Reduce -92.6% | 184,051 | $18.8M |
| Insight Wealth Strategies, LLC | 1.82% | Add +55.7% | 184,565 | $18.7M |
| Kwmg, LLC | 1.33% | Add +3.5% | 180,141 | $18.4M |
| Stadion Money Management, LLC | 1.58% | Add +1.3% | 180,704 | $18.3M |
| BIP Wealth, LLC | 0.52% | Add +15.6% | 178,686 | $18.3M |
| Stifel Financial Corp. | 0.01% | Add +51.5% | 174,612 | $17.8M |
| Cerity Partners LLC | 0.02% | Reduce -72.0% | 175,966 | $17.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +8.9% | 171,555 | $17.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +19.9% | 216,268 | $17.4M |
| Jeppson Wealth Management, LLC | 5.12% | Reduce -0.8% | 170,049 | $17.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.25% | Reduce -0.7% | 169,160 | $17.3M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +172.3% | 167,928 | $17.2M |
| Bank of New York Mellon Corp | 0.00% | Add +5.7% | 167,643 | $17.1M |
| Northland Capital Management LLC | 9.03% | Add +3.8% | 164,032 | $16.8M |
| Jones Financial Companies LLLP | 0.01% | Add +81.7% | 161,009 | $16.4M |
| Valmark Advisers, Inc. | 0.17% | Add +1.4% | 156,015 | $15.9M |
| Leavell Investment Management, Inc. | 0.58% | Add +39.8% | 154,790 | $15.8M |
| AJ Advisors, LLC | 4.88% | Add +4.2% | 153,718 | $15.7M |
| Collaborative Wealth Managment Inc. | 6.36% | Add +11.6% | 147,846 | $15.1M |
| American Money Management, LLC | 2.11% | Add +0.5% | 144,295 | $14.7M |
| Janney Montgomery Scott LLC | 0.03% | New | 141,936 | $14.5M |
| Amundi | 0.00% | No change | 138,000 | $14.1M |
| Galvin, Gaustad & Stein, LLC | 1.05% | Add +1.4% | 137,035 | $14.0M |
| Pinnacle Financial Partners, Inc. | 0.09% | Add +209.1% | 134,390 | $13.7M |
| NBT Bank, N.A. | 0.91% | Add +2.9% | 134,315 | $13.7M |
| Park Edge Advisors, LLC | 2.92% | Add +2.7% | 134,243 | $13.7M |
| Discipline Wealth Solutions, LLC | 1.17% | Add +9.6% | 131,643 | $13.4M |
| OneDigital Investment Advisors LLC | 0.11% | Add +1580.0% | 131,609 | $13.4M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -4.1% | 129,075 | $13.2M |
| McMorgan & Co. LLC | 1.98% | Add +0.2% | 128,819 | $13.2M |
| IFG Advisory, LLC | 0.46% | New | 128,116 | $13.1M |
| Continuum Wealth Advisors, LLC | 4.37% | Reduce -8.1% | 126,776 | $13.0M |
| Corient Private Wealth LP | 0.02% | Reduce -3.1% | 122,705 | $12.5M |
| Guggenheim Capital LLC | 0.08% | Reduce -1.1% | 116,210 | $11.9M |
| Elm Partners Management LLC | 0.42% | Reduce -35.6% | 115,464 | $11.8M |
| Ethos Financial Group, LLC | 0.79% | Reduce -17.9% | 116,299 | $11.8M |
| Prasad Wealth Partners, LLC | 2.83% | Reduce -1.7% | 115,320 | $11.8M |
| Family Legacy Financial Solutions, LLC | 7.16% | Add +72.4% | 114,882 | $11.7M |
| Holcombe Financial, Inc. | 6.58% | Reduce -0.9% | 114,138 | $11.7M |
| Talon Private Wealth, LLC | 1.34% | Add +1.8% | 112,479 | $11.5M |
| First National Trust Co | 0.39% | Add +3.2% | 111,050 | $11.3M |
| Greenwich Wealth Management LLC | 0.41% | Add +14.4% | 109,741 | $11.2M |
| Waverly Advisors, LLC | 0.06% | Reduce -2.8% | 108,605 | $11.1M |
| Mgo One Seven LLC | 0.18% | Add +5.5% | 108,246 | $11.1M |
| Financial Plan, Inc. | 1.02% | Add +2.5% | 104,859 | $10.7M |
| FLC Capital Advisors | 1.75% | New | 104,401 | $10.7M |
| Courier Capital LLC | 0.53% | Add +0.8% | 103,542 | $10.6M |
| Greenline Partners, LLC | 1.07% | Add +3.9% | 102,861 | $10.5M |
| Penobscot Wealth Management | 2.78% | Add +12.3% | 101,813 | $10.4M |
| Columbus Macro, LLC | 1.01% | Add +5.4% | 101,409 | $10.4M |
| Cambridge Associates LLC /Ma/ | 0.14% | No change | 98,340 | $10.0M |
| Manufacturers Life Insurance Company, The | 0.01% | New | 98,000 | $10.0M |
| Brookstone Capital Management | 0.10% | Add +5.2% | 97,597 | $10.0M |
| First Horizon Corp. | 0.38% | Add +6.5% | 97,059 | $9.9M |
| Clear Creek Financial Management, LLC | 0.64% | Add +12.1% | 96,851 | $9.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.3% | 96,606 | $9.9M |
| Summit Trail Advisors, LLC | 0.12% | Reduce -0.2% | 95,428 | $9.7M |
| Prime Buchholz LLC | 3.47% | Reduce -41.8% | 94,283 | $9.6M |
| Lutz Financial Services LLC | 0.57% | Add +2.4% | 91,521 | $9.3M |
| Equitable Holdings, Inc. | 0.06% | Add +63.8% | 91,287 | $9.3M |
| Financial Planning Navigators CORP | 3.48% | Add +9.3% | 91,095 | $9.3M |
| Elevate Wealth Advisory, Inc. | 5.31% | Add +9.0% | 91,045 | $9.3M |
| Trivant Custom Portfolio Group, LLC | 4.95% | Add +1.1% | 90,872 | $9.3M |
| Foundations Investment Advisors, LLC | 0.10% | Add +639.3% | 90,552 | $9.3M |
| CreativeOne Wealth, LLC | 0.20% | Add +189.8% | 89,312 | $9.1M |
| Sugar Maple Asset Management, LLC | 5.84% | Add +11.4% | 88,680 | $9.1M |
| Western Reserve Capital Management, LLC | 6.65% | Add +16.0% | 87,778 | $9.0M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +380.6% | 86,146 | $8.8M |
| Private Advisory Group LLC | 0.47% | Add +17.1% | 82,255 | $8.4M |
| Equita Financial Network, Inc. | 2.29% | Add +4.5% | 80,871 | $8.3M |
| Sterling Investment Advisors LLC | 3.69% | Add +3.1% | 80,324 | $8.2M |
| Stephens Inc. | 0.09% | Add +16.5% | 79,536 | $8.1M |
| Blair William & Co. | 0.02% | Reduce -3.3% | 79,189 | $8.1M |
| MJT & Associates Financial Advisory Group, Inc. | 5.32% | Add +2.5% | 78,729 | $8.0M |
| First Trust Bank, Ltd. | 16.06% | No change | 78,354 | $8.0M |
| Alhambra Investment Management LLC | 3.38% | Add +17.4% | 75,763 | $7.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +34.9% | 75,596 | $7.7M |
| Focus Partners Wealth | 0.01% | Add +4.9% | 75,419 | $7.7M |
| Sax Wealth Advisors, LLC | 0.31% | New | 74,321 | $7.7M |
| Consilio Wealth Advisors, LLC | 1.83% | Reduce -33.2% | 74,752 | $7.6M |
| Home Federal Bank of Tennessee | 1.63% | Add +17.6% | 73,999 | $7.6M |
| Integris Wealth Management, LLC | 1.52% | Add +1.3% | 73,776 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -31.2% | 73,620 | $7.5M |
| Straight Path Wealth Management | 1.69% | Add +6.1% | 70,819 | $7.2M |
| Truist Financial Corp. | 0.01% | Add +40.3% | 68,770 | $7.0M |
| Quadcap Wealth Management, LLC | 0.68% | Add +0.3% | 68,447 | $7.0M |
| Mariner, LLC | 0.01% | Add +219.3% | 68,435 | $7.0M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -0.9% | 67,618 | $6.9M |
| IFP Advisors, Inc | 0.12% | Add +8.4% | 67,008 | $6.8M |
| First American Trust, FSB | 0.41% | New | 66,640 | $6.8M |
| Canal Capital Management, LLC | 0.83% | Reduce -20.0% | 66,354 | $6.8M |
| Kiker Wealth Management, LLC | 2.59% | New | 65,003 | $6.6M |
| Kure Advisory, LLC | 3.13% | Add +5.3% | 64,627 | $6.6M |
| Leuthold Group, LLC | 0.66% | New | 64,077 | $6.5M |
| Arkadios Wealth Advisors | 0.10% | Add +15.1% | 63,796 | $6.5M |
| City State Bank | 1.49% | Add +4.0% | 63,568 | $6.5M |
| Cibc World Market Inc. | 0.01% | Add +28.8% | 62,902 | $6.4M |
| Bleakley Financial Group, LLC | 0.08% | Reduce -1.4% | 61,775 | $6.3M |
| Bridge Generations Wealth Management LLC | 3.20% | Add +39.2% | 61,524 | $6.3M |
| B. Riley Wealth Advisors, Inc. | 0.34% | Add +3.6% | 61,329 | $6.3M |
| Compass Financial Management LLC | 0.76% | — | 60,941 | $6.2M |
| Fischer Financial Services, Inc. | 1.56% | Add +3.0% | 60,810 | $6.2M |
| Friedenthal Financial | 2.86% | Add +5.6% | 60,547 | $6.2M |
| Park Avenue Securities LLC | 0.04% | New | 60,345 | $6.2M |
| Hillcrest Wealth Advisors - NY, LLC | 2.18% | Add +8.5% | 59,736 | $6.1M |
| Cornerstone Financial Group, LLC | 3.72% | Add +5.7% | 59,141 | $6.0M |
| Wealthcare Capital Partners, LLC | 2.49% | Add +7.9% | 58,981 | $6.0M |
| Advisory Services Network, LLC | 0.07% | Add +4.2% | 58,383 | $6.0M |
| Summit Financial, LLC | 0.06% | Add +4.2% | 57,757 | $5.9M |
| Fifth Third Securities, Inc. | 0.33% | Add +1.7% | 56,754 | $5.8M |
| Wealthspire Retirement, LLC | 0.31% | Add +8.0% | 56,382 | $5.7M |
| Indivisible Partners | 0.32% | New | 55,503 | $5.7M |
| Snider Financial Group | 1.43% | Add +104.8% | 55,120 | $5.6M |
| D L Carlson Investment Group Inc. | 0.89% | Add +11.6% | 54,997 | $5.6M |
| Performance Wealth Partners, LLC | 0.14% | Add +0.6% | 54,213 | $5.5M |
| Fund Evaluation Group, LLC | 0.15% | Add +18.6% | 53,006 | $5.4M |
| New Capital Management LP | 1.21% | Add +1.1% | 52,036 | $5.3M |
| Altiora Financial Group, LLC | 0.83% | Add +1.6% | 51,816 | $5.3M |
| Slow Capital, Inc. | 0.62% | Add +4.3% | 51,614 | $5.3M |
| Semitam Bonam LLC | 3.86% | Add +3.1% | 51,402 | $5.3M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +25.7% | 50,062 | $5.1M |
| Wealthspan Partners, LLC | 1.59% | Add +35.0% | 49,432 | $5.0M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -0.5% | 48,677 | $5.0M |
| Stone Summit Wealth LLC | 1.26% | Add +3.3% | 48,521 | $5.0M |
| Brookwood Investment Group LLC | 0.57% | Add +70.6% | 47,845 | $4.9M |
| Fairview Capital Investment Management, LLC | 0.26% | Add +16.5% | 47,748 | $4.9M |
| Lake Hills Wealth Management, LLC | 2.21% | Reduce -29.9% | 47,651 | $4.9M |
| Eagle Wealth Advisors LLC | 3.67% | Add +17.4% | 47,147 | $4.8M |
| Royal Harbor Partners, LLC | 1.46% | Add +0.7% | 46,041 | $4.7M |
| Copia Wealth Management | 2.78% | Add +14.2% | 45,340 | $4.6M |
| Mackenzie Financial Corp. | 0.00% | Add +19.1% | 45,000 | $4.6M |
| Merit Financial Group, LLC | 0.03% | Add +384.4% | 43,998 | $4.5M |
| NorthCrest Asset Manangement, LLC | 0.11% | Add +1.0% | 44,107 | $4.5M |
| Bank of Montreal | 0.00% | Reduce -51.0% | 43,737 | $4.5M |
| Milestone Asset Management, LLC | 0.70% | New | 43,300 | $4.4M |
| Arcataur Capital Management LLC | 1.09% | Reduce -1.3% | 43,179 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Add +237.2% | 42,958 | $4.4M |
| United Capital Financial Advisors, LLC | 0.02% | Add +779.4% | 42,764 | $4.4M |
| Physician Wealth Advisors, Inc. | 0.52% | Reduce -0.2% | 42,714 | $4.4M |
| CFS Investment Advisory Services, LLC | 0.29% | Add +42.6% | 42,646 | $4.3M |
| Greenspring Advisors, LLC | 0.23% | Add +2.0% | 41,403 | $4.2M |
| Dogwood Wealth Management LLC | 1.66% | Add +3.5% | 41,235 | $4.2M |
| Vigilare Wealth Management | 1.29% | Reduce -15.3% | 41,118 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +4.4% | 40,770 | $4.2M |
| Strategic Blueprint, LLC | 0.21% | Add +37.4% | 40,655 | $4.2M |
| &partners | 0.02% | Add +87.5% | 40,941 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +46.3% | 38,810 | $4.0M |
| Ares Financial Consulting, LLC | 2.79% | Add +8.4% | 38,081 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -26.5% | 37,781 | $3.9M |
| Hudson Portfolio Management LLC | 2.90% | Add +7.1% | 37,523 | $3.8M |
| Liberty Atlantic Advisors LLC | 2.75% | Add +17.3% | 37,389 | $3.8M |
| Maltin Wealth Management, Inc. | 1.26% | Add +16.0% | 36,814 | $3.8M |
| Brooklyn FI, LLC | 0.69% | Add +11.8% | 36,975 | $3.7M |
| Echo45 Advisors LLC | 1.93% | Add +0.6% | 36,511 | $3.7M |
| American Wealth Advisors, LLC | 3.48% | Reduce -0.1% | 36,327 | $3.7M |
| Trilogy Capital Inc. | 0.14% | Reduce -0.1% | 36,238 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.48% | New | 36,278 | $3.7M |
| Ethos Capital Management, Inc. | 2.54% | Reduce -73.2% | 34,989 | $3.6M |
| Sigma Planning Corp | 0.09% | Add +17.3% | 34,924 | $3.6M |
| Regal Investment Advisors LLC | 0.18% | Add +32.0% | 34,172 | $3.5M |
| Passive Capital Management, LLC. | 1.09% | Add +4.2% | 33,912 | $3.5M |
| Madden Advisory Services, Inc. | 1.23% | Add +0.5% | 33,682 | $3.4M |
| Sofi Wealth, LLC | 0.14% | Add +0.0% | 33,591 | $3.4M |
| Victory Capital Management Inc. | 0.00% | No change | 33,552 | $3.4M |
| Koss-Olinger Consulting, LLC | 0.26% | Add +0.1% | 33,399 | $3.4M |
| Boltwood Capital Management | 0.78% | Add +48.8% | 33,140 | $3.4M |
| Approach Retirement Advisors, LLC | 2.45% | Add +28.5% | 33,043 | $3.4M |
| Breakwater Capital Group | 0.40% | Add +14.2% | 32,705 | $3.3M |
| Elevated Financial Group LLC | 0.93% | Add +12.8% | 32,334 | $3.3M |
| Martin Capital Partners, LLC | 1.21% | Reduce -2.9% | 32,237 | $3.3M |
| Van Strum & Towne Inc. | 0.88% | Add +9.7% | 31,439 | $3.2M |
| Chesley Taft & Associates LLC | 0.12% | Add +6.7% | 31,375 | $3.2M |
| Canandaigua National Bank & Trust Co. | 0.27% | — | 31,049 | $3.2M |
| Winter & Associates, Inc. | 2.37% | Add +78.8% | 30,902 | $3.2M |
| Trademark Financial Management, LLC | 1.29% | Reduce -7.5% | 30,900 | $3.2M |
| HB Wealth Management, LLC | 0.02% | New | 30,824 | $3.1M |
| Van Hulzen Asset Management, LLC | 0.22% | Add +1.2% | 30,690 | $3.1M |
| Fairway Wealth LLC | 0.71% | Add +26.5% | 30,360 | $3.1M |
| Chicago Partners Investment Group LLC | 0.06% | Add +2.2% | 30,383 | $3.1M |
| James Investment Research, Inc. | 0.31% | Reduce -24.0% | 30,037 | $3.1M |
| Carr Financial Group Corp | 0.70% | Add +22.0% | 29,897 | $3.1M |
| Investment Partners Asset Management, Inc. | 1.70% | Add +8.0% | 29,713 | $3.0M |
| CGN Advisors LLC | 0.22% | Add +17.0% | 29,618 | $3.0M |
| First United Bank & Trust | 0.86% | Add +43.8% | 29,124 | $3.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.6% | 28,647 | $2.9M |
| Victory Financial Group, LLC | 0.31% | Add +19.7% | 28,523 | $2.9M |
| Beckerman Institutional, LLC | 1.37% | Add +2.1% | 28,251 | $2.9M |
| Heck Capital Advisors, LLC | 0.17% | Reduce -0.9% | 27,546 | $2.8M |
| DMC Group, LLC | 1.92% | Reduce -6.7% | 27,488 | $2.8M |
| Soltis Investment Advisors LLC | 0.16% | Reduce -0.3% | 27,454 | $2.8M |
| Edgestream Partners, L.P. | 0.08% | Add +95.5% | 27,318 | $2.8M |
| Sellwood Investment Partners LLC | 0.95% | Add +8.4% | 26,271 | $2.7M |
| Signal Advisors Wealth, LLC | 0.14% | Add +26.0% | 26,135 | $2.7M |
| Creative Financial Designs Inc. | 0.13% | Reduce -46.4% | 25,819 | $2.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +168.0% | 25,687 | $2.6M |
| Independent Wealth Network Inc. | 0.67% | Add +3.1% | 25,568 | $2.6M |
| LifeGuide Financial Advisors, LLC | 0.74% | Add +10.6% | 25,490 | $2.6M |
| Captrust Financial Advisors | 0.00% | Add +19.4% | 25,324 | $2.6M |
| Atlatl Advisers LLC | 0.61% | Add +60.8% | 25,228 | $2.6M |
| Godfrey Financial Associates, Inc. | 1.96% | Reduce -0.8% | 25,109 | $2.6M |
| Ignite Planners, LLC | 0.35% | Add +2.4% | 24,777 | $2.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +25.6% | 24,654 | $2.5M |
| Alpha Omega Wealth Management LLC | 0.38% | Add +1.1% | 24,579 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +107.3% | 24,509 | $2.5M |
| Traub Capital Management LLC | 2.18% | Reduce -0.2% | 23,947 | $2.4M |
| Blue Edge Capital, LLC | 0.29% | Add +24.0% | 23,788 | $2.4M |
| Montecito Bank & Trust | 0.36% | Add +5.2% | 23,470 | $2.4M |
| Portland Financial Advisors Inc | 4.32% | Add +3.9% | 23,173 | $2.4M |
| Portside Wealth Group, LLC | 0.28% | Add +15.4% | 23,107 | $2.4M |
| Citigroup Inc. | 0.00% | Add +25.6% | 23,031 | $2.4M |
| Vise Technologies, Inc. | 0.03% | Add +260.6% | 22,837 | $2.3M |
| Silver Oak Securities, Incorporated | 0.14% | Reduce -7.3% | 22,800 | $2.3M |
| Revisor Wealth Management LLC | 0.54% | New | 22,063 | $2.3M |
| Peak Financial Management, Inc. | 0.51% | Reduce -1.1% | 21,949 | $2.2M |
| Visionary Horizons, LLC | 0.94% | Add +32.6% | 21,943 | $2.2M |
| Fermata Advisors, LLC | 0.45% | Add +14.3% | 21,826 | $2.2M |
| Sharper & Granite LLC | 0.69% | Add +18.3% | 21,672 | $2.2M |
| Mendota Financial Group, LLC | 1.34% | Add +15.2% | 21,191 | $2.2M |
| Amara Financial, Llc. | 1.29% | Add +14.4% | 21,152 | $2.2M |
| Belpointe Asset Management LLC | 0.07% | Add +6.8% | 21,110 | $2.2M |
| Lazari Capital Management, Inc. | 0.67% | Reduce -1.0% | 21,101 | $2.2M |
| Seeds Investor LLC | 0.22% | Add +86.9% | 20,717 | $2.1M |
| Prudential PLC | 0.01% | Reduce -50.0% | 20,630 | $2.1M |
| Global Retirement Partners, LLC | 0.03% | — | 20,622 | $2.1M |
| Independent Family Office, LLC | 0.84% | No change | 20,570 | $2.1M |
| Roundview Capital LLC | 0.11% | Add +0.5% | 20,431 | $2.1M |
| Mustico Financial Group, Inc. | 1.36% | Reduce -13.6% | 20,567 | $2.1M |
| Citadel Advisors | 0.00% | New | 20,373 | $2.1M |
| Willow Creek Capital Management, Inc. | 1.99% | — | 20,021 | $2.0M |
| Paladin Advisory Group, LLC | 1.35% | New | 19,871 | $2.0M |
| 21 West Wealth Management LLC | 1.73% | Add +8.6% | 19,779 | $2.0M |
| Guidance Capital, Inc. | 0.43% | Add +17.0% | 19,710 | $2.0M |
| Heritage Investment Group, Inc. | 0.27% | Add +2.6% | 19,415 | $2.0M |
| One Wealth Map LLC | 0.92% | Add +11.7% | 19,534 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +94.8% | 19,320 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -22.1% | 19,162 | $2.0M |
| Tyche Wealth Partners LLC | 0.27% | Add +32.5% | 19,099 | $2.0M |
| Bell Investment Advisors, Inc | 0.29% | Reduce -36.7% | 19,061 | $1.9M |
| Capasso Planning Partners LLC | 0.97% | Add +0.3% | 18,995 | $1.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.20% | Add +61.5% | 18,924 | $1.9M |
| Eq Wealth Advisors, LLC | 1.04% | Reduce -12.3% | 18,581 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +81.7% | 18,551 | $1.9M |
| Financial & Tax Architects, LLC | 0.40% | Reduce -5.1% | 18,453 | $1.9M |
| SeedSafe Financial LLC | 1.35% | Add +5.5% | 18,325 | $1.9M |
| Virtus Family Office LLC | 1.45% | Reduce -1.7% | 17,903 | $1.8M |
| Savvy Advisors, Inc. | 0.04% | Add +87.1% | 17,833 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | Add +39.9% | 17,799 | $1.8M |
| Assetmark, Inc. | 0.00% | Reduce -58.3% | 17,769 | $1.8M |
| Choreo, LLC | 0.02% | Reduce -9.1% | 16,784 | $1.7M |
| Successful Portfolios LLC | 0.80% | Add +7.5% | 16,903 | $1.7M |
| McCartney Wealth Management LLC | 1.29% | Add +1.1% | 16,643 | $1.7M |
| Sowell Financial Services LLC | 0.06% | Add +6.7% | 16,610 | $1.7M |
| Fifth Third Bancorp | 0.00% | Add +19.3% | 16,595 | $1.7M |
| BridgePort Financial Solutions, LLC | 0.43% | Reduce -3.0% | 16,582 | $1.7M |
| Roberts Glore & Co. Inc. | 0.41% | Add +1.5% | 16,194 | $1.7M |
| Whittier Trust Co. | 0.02% | Reduce -13.4% | 15,971 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Add +0.9% | 15,749 | $1.6M |
| Integrity Alliance, Llc. | 0.05% | Add +138.2% | 15,625 | $1.6M |
| JPL Wealth Management, LLC | 0.31% | Add +725.3% | 15,482 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.5% | 15,133 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Reduce -48.3% | 15,046 | $1.5M |
| Vertex Planning Partners, LLC | 0.23% | Add +14.8% | 15,000 | $1.5M |
| PKS Advisory Services, LLC | 0.24% | New | 14,978 | $1.5M |
| Scissortail Wealth Management, LLC | 0.29% | Add +9.2% | 14,960 | $1.5M |
| Tennessee Valley Asset Management Partners | 0.17% | Add +3.4% | 14,760 | $1.5M |
| Rathbones Group PLC | 0.01% | Add +6.3% | 14,313 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Add +40.7% | 14,248 | $1.5M |
| Intentional Wealth Strategies, LLC | 1.36% | Reduce -10.8% | 14,222 | $1.5M |
| Marotta Asset Management | 0.24% | Add +158.6% | 14,309 | $1.4M |
| Advus Financial Partners, LLC | 0.32% | Reduce -26.8% | 13,938 | $1.4M |
| Tidal Investments LLC | 0.00% | Reduce -5.9% | 13,841 | $1.4M |
| Camden National Bank | 0.18% | New | 13,823 | $1.4M |
| Encompass More Asset Management | 0.21% | New | 13,816 | $1.4M |
| Stillwater Private Wealth, LLC | 0.92% | Reduce -48.5% | 14,005 | $1.4M |
| SteelPeak Wealth, LLC | 0.04% | New | 13,786 | $1.4M |
| TAGStone Capital, Inc. | 0.45% | Reduce -13.4% | 13,781 | $1.4M |
| Wealthgarden F.S. LLC | 0.79% | Add +49.9% | 13,588 | $1.4M |
| Balance Wealth Partners LLC | 0.36% | Add +34.0% | 13,406 | $1.4M |
| Cardiff Park Advisors, LLC | 0.11% | Add +0.7% | 13,292 | $1.4M |
| Alterna Wealth Management, Inc. | 0.77% | Add +125.5% | 13,219 | $1.4M |
| SWP Financial LLC | 0.62% | New | 13,116 | $1.3M |
| Hanseatic Management Services Inc. | 0.98% | Reduce -3.2% | 13,011 | $1.3M |
| Tidemark, LLC | 0.30% | Add +3.5% | 12,953 | $1.3M |
| Ameritas Advisory Services, LLC | 0.03% | Add +64.8% | 12,842 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Add +12.3% | 12,809 | $1.3M |
| Nwam LLC | 0.07% | Add +8.4% | 12,731 | $1.3M |
| JGP Wealth Management, LLC | 0.12% | Add +2.6% | 12,714 | $1.3M |
| Virtue Capital Management, LLC | 0.17% | Add +25.9% | 12,681 | $1.3M |
| Comprehensive Money Management Services LLC | 0.81% | Add +1.4% | 12,603 | $1.3M |
| Phillips Financial Management, LLC | 0.09% | Reduce -15.1% | 12,343 | $1.3M |
| Certior Financial Group, LLC | 0.69% | Add +2.6% | 12,317 | $1.3M |
| RDA Financial Network | 0.27% | Reduce -4.9% | 12,227 | $1.2M |
| GatePass Capital, LLC | 0.48% | New | 12,151 | $1.2M |
| Breakwater Investment Management | 0.42% | No change | 12,010 | $1.2M |
| Silver Oak Wealth Advisors Services, LLC | 0.73% | Reduce -45.0% | 11,965 | $1.2M |
| Pinnacle Wealth Management Group, Inc. | 0.55% | No change | 11,467 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.4% | 11,408 | $1.2M |
| Brand Asset Management Group, Inc. | 0.26% | Reduce -0.3% | 11,358 | $1.2M |
| Jump Financial, LLC | 0.01% | New | 11,262 | $1.2M |
| Good Harbor Advisors, Inc. | 1.11% | Add +0.1% | 11,114 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.09% | No change | 11,044 | $1.1M |
| Keebeck Wealth Management | 0.11% | Add +33.1% | 10,731 | $1.1M |
| Csenge Advisory Group | 0.04% | Add +285.9% | 10,631 | $1.1M |
| Gilliland Jeter Wealth Management LLC | 0.28% | Add +3.1% | 10,583 | $1.1M |
| United Asset Strategies, Inc. | 0.08% | Add +58.3% | 10,439 | $1.1M |
| StoneX Group Inc. | 0.04% | Reduce -11.0% | 10,337 | $1.1M |
| Capital Analysts, LLC | 0.02% | Add +235.7% | 10,309 | $1.1M |
| Curbstone Financial Management Corp | 0.18% | Add +0.5% | 10,300 | $1.1M |
| Fortis Advisors, LLC | 0.48% | Add +1.9% | 10,136 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Reduce -8.5% | 10,029 | $1.0M |
| TritonPoint Partners, LLC | 0.08% | Reduce -4.8% | 10,009 | $1.0M |
| Scotia Capital Inc. | 0.00% | Add +34.2% | 9,921 | $1.0M |
| Strathmore Capital Advisors, Inc. | 0.27% | Reduce -4.4% | 9,987 | $1.0M |
| Evexia Wealth LLC | 0.27% | Reduce -4.2% | 10,022 | $1.0M |
| Riverbend Wealth Management, LLC | 0.51% | Add +19.3% | 9,854 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Add +103.5% | 9,850 | $1.0M |
| Empirical Asset Management, LLC | 0.22% | Add +10.6% | 9,735 | $995K |
| One Wealth Advisors, LLC | 0.11% | Add +10.1% | 9,584 | $979K |
| Advisory Solutions Group, LLC | 0.33% | — | 9,519 | $972K |
| DecisionMap Wealth Management, LLC | 0.54% | Add +3.4% | 9,518 | $972K |
| Archer Investment Management, LLC | 0.33% | Add +84.5% | 9,487 | $969K |
| AQR Capital Management | 0.00% | Add +17.6% | 9,405 | $961K |
| L. Roy Papp & Associates, LLP | 0.10% | New | 9,400 | $960K |
| Ridgewood Investments LLC | 0.36% | Reduce -34.3% | 9,320 | $952K |
| Alliance Wealth Advisors, LLC | 0.18% | Reduce -13.0% | 9,270 | $947K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -2.1% | 9,221 | $942K |
| Midwest Capital Advisors, LLC | 0.38% | Add +2964.7% | 9,194 | $939K |
| Bluedoor Private Wealth, LLC | 0.39% | Add +2.1% | 9,043 | $924K |
| Private Wealth Management Group, LLC | 0.21% | Add +0.3% | 8,934 | $913K |
| Cascade Financial Partners, LLC | 0.08% | Reduce -9.0% | 8,830 | $902K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -88.7% | 8,820 | $901K |
| Elevation Capital Advisory, LLC | 0.35% | Reduce -10.5% | 8,815 | $901K |
| Collier Financial | 0.62% | Add +13.8% | 8,814 | $900K |
| Pettinga Financial Advisors LLC | 0.14% | New | 8,800 | $899K |
| Latitude Advisors, LLC | 0.35% | Reduce -0.6% | 8,673 | $886K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.0% | 8,630 | $882K |
| First Bank & Trust | 0.13% | Add +26.3% | 8,595 | $878K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.46% | Reduce -62.0% | 8,585 | $877K |
| First National Bank & Trust Co. of Newtown | 0.18% | Add +46.2% | 8,596 | $871K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +0.1% | 8,471 | $865K |
| Topor & Co. Korea | 0.68% | No change | 8,423 | $860K |
| One Wealth Capital Management, LLC | 0.24% | Add +183.8% | 8,247 | $843K |
| Townsend Financial Planning, LLC | 0.73% | Add +2.0% | 8,238 | $842K |
| Matrix Trust Co | 0.12% | Add +4.1% | 8,223 | $840K |
| Advisor OS, LLC | 0.06% | Reduce -57.1% | 8,200 | $838K |
| Advisor Resource Council | 0.28% | Reduce -18.9% | 8,219 | $834K |
| Fortitude Family Office, LLC | 0.16% | Add +2.8% | 8,145 | $832K |
| Cambridge Capital Management, LLC | 0.32% | Add +7.0% | 8,143 | $832K |
| Avant Financial Advisors LLC | 0.51% | Add +3.5% | 8,061 | $824K |
| WealthShield Partners, LLC | 0.13% | Add +167.8% | 8,001 | $817K |
| Trek Financial, LLC | 0.04% | Add +7.8% | 7,960 | $813K |
| First National Bank of Omaha | 0.02% | Add +0.4% | 7,899 | $807K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -39.5% | 7,807 | $798K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Add +0.8% | 7,771 | $794K |
| Rothschild Capital Partners, LLC | 0.17% | Add +46.5% | 7,698 | $786K |
| Stokes Family Office, LLC | 0.09% | New | 7,642 | $781K |
| Sharkey, Howes & Javer | 0.09% | New | 7,546 | $771K |
| Allworth Financial LP | 0.00% | Add +0.7% | 7,535 | $770K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -0.4% | 7,480 | $764K |
| Eagle Bay Advisors LLC | 0.57% | Add +1.6% | 7,456 | $762K |
| Wealthspire Advisors, LLC | 0.00% | Add +56.4% | 7,423 | $758K |
| Security Financial Services, INC. | 0.10% | New | 7,405 | $756K |
| West Wealth Group, LLC | 0.12% | Add +36.5% | 7,336 | $750K |
| Potomac Fund Management Inc. | 0.02% | Add +1.1% | 7,268 | $743K |
| Sidoxia Capital Management, LLC | 0.54% | Add +3.9% | 7,226 | $738K |
| Private Trust Co. NA | 0.06% | Add +10.3% | 7,156 | $731K |
| Oakmont Advisory Group, LLC | 0.61% | Add +24.1% | 7,151 | $731K |
| G&S Capital LLC | 0.21% | New | 7,127 | $728K |
| Wedmont Private Capital | 0.02% | Add +12.0% | 7,175 | $727K |
| Glass Jacobson Investment Advisors llc | 0.23% | Add +2.5% | 7,114 | $727K |
| PW Advisors, LLC \ FL | 0.48% | Add +5.7% | 7,088 | $724K |
| Clarity Asset Management, Inc. | 0.35% | Add +10.6% | 7,074 | $723K |
| RHS Financial, LLC | 0.29% | Add +39.5% | 7,073 | $723K |
| Cornerstone Financial Management LLC | 0.57% | Reduce -4.5% | 7,013 | $716K |
| First PREMIER Bank | 0.12% | Reduce -13.2% | 7,005 | $716K |
| Disciplined Investments, LLC | 0.23% | Add +14.8% | 6,913 | $706K |
| Insigneo Advisory Services, LLC | 0.03% | Add +68.8% | 6,892 | $704K |
| New England Private Wealth Advisors LLC | 0.07% | New | 6,869 | $695K |
| Cardinal Strategic Wealth Guidance | 0.16% | New | 6,785 | $693K |
| Arax Advisory Partners | 0.00% | Add +848.7% | 6,745 | $689K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.0% | 6,699 | $684K |
| Quantinno Capital Management LP | 0.00% | Add +57.7% | 6,679 | $682K |
| Silver Grove Financial Group, Inc. | 0.37% | Add +10.3% | 6,639 | $678K |
| Lodestar Private Asset Management LLC | 0.06% | Add +1.6% | 6,613 | $676K |
| Robinswood Financial LLC | 0.19% | Add +1.0% | 6,593 | $674K |
| VERITY Wealth Advisors | 0.41% | Reduce -52.4% | 6,583 | $673K |
| Joseph P. Lucia & Associates, LLC | 0.20% | Reduce -0.8% | 6,578 | $672K |
| Factor Wealth Management LTD | 0.10% | Add +0.9% | 6,495 | $663K |
| Bucket List Wealth Management, LLC | 0.32% | Reduce -7.5% | 6,453 | $659K |
| Wealth Alliance, LLC | 0.06% | New | 6,429 | $657K |
| Arbor Investment Advisors, LLC | 0.07% | Reduce -6.2% | 6,408 | $655K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +30.4% | 6,395 | $653K |
| Triad Wealth Partners, LLC | 0.04% | Add +49.8% | 6,477 | $652K |
| Harbour Investments, Inc. | 0.01% | Add +2.2% | 6,376 | $651K |
| Northwest Wealth Management, LLC | 0.09% | Reduce -5.5% | 6,369 | $651K |
| Holos Integrated Wealth LLC | 0.30% | No change | 6,418 | $650K |
| Sharp Wealth Advisory, LLC | 0.30% | Add +25.9% | 6,321 | $646K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -9.0% | 6,285 | $642K |
| Smith Partners Wealth Management, LLC | 0.51% | No change | 6,262 | $640K |
| BTG Pactual Asset Management US LLC | 0.05% | Add +2.2% | 6,175 | $639K |
| Quadrant Private Wealth Management, LLC | 0.14% | New | 6,250 | $639K |
| Stone House Investment Management, LLC | 0.08% | Add +438.8% | 6,180 | $631K |
| Global Endowment Management, LP | 0.06% | Add +118.3% | 6,151 | $628K |
| PFG Investments, LLC | 0.02% | Add +15.2% | 6,114 | $625K |
| Cadent Capital Advisors, LLC | 0.13% | Add +5.1% | 6,105 | $624K |
| Selective Wealth Management, Inc. | 0.16% | Add +0.0% | 6,116 | $620K |
| Buttonwood Financial Group, LLC | 0.35% | Add +1.8% | 6,001 | $613K |
| Geneos Wealth Management Inc. | 0.01% | Add +16.1% | 5,998 | $613K |
| WealthPlan Investment Management, LLC | 0.03% | Add +4.6% | 5,994 | $612K |
| Greenleaf Trust | 0.01% | Add +20.1% | 5,861 | $599K |
| McNaughton Wealth Management, LLC | 0.21% | New | 5,831 | $596K |
| Curtis Wealth Management LLC | 0.50% | New | 5,819 | $594K |
| DeLarme Wealth Management, Inc. | 0.34% | Add +9.7% | 5,778 | $590K |
| Thrive Capital Management, LLC | 0.11% | Add +50.8% | 5,742 | $587K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.47% | Reduce -0.1% | 5,731 | $585K |
| OneAscent Financial Services LLC | 0.03% | Add +5.4% | 5,724 | $585K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.9% | 5,719 | $584K |
| Sovran Advisors, LLC | 0.04% | Add +51.5% | 5,760 | $583K |
| Westover Capital Advisors, LLC | 0.10% | Reduce -1.8% | 5,694 | $582K |
| Corepath Wealth Partners LLC | 0.36% | No change | 5,720 | $580K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -66.5% | 5,634 | $576K |
| Simplicity Wealth,LLC | 0.02% | New | 5,591 | $571K |
| FC Advisory LLC | 0.15% | Add +4.3% | 5,503 | $562K |
| Main Street Financial Solutions, LLC | 0.04% | New | 5,500 | $562K |
| RFG Advisory, LLC | 0.01% | Add +3.4% | 5,409 | $553K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +7.6% | 5,372 | $549K |
| Principal Securities, Inc. | 0.01% | Add +38.2% | 5,368 | $548K |
| LaFleur & Godfrey LLC | 0.07% | Add +4.1% | 5,367 | $548K |
| Fiduciary Alliance LLC | 0.04% | Add +148.0% | 5,357 | $547K |
| Scarborough Advisors, LLC | 0.06% | Add +1204.0% | 5,268 | $539K |
| WASHINGTON TRUST Co | 0.02% | Reduce -6.2% | 5,230 | $534K |
| Synergy Investment Management, LLC | 0.13% | New | 5,221 | $533K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.9% | 5,176 | $529K |
| Hilltop Holdings Inc. | 0.04% | Reduce -72.1% | 5,151 | $526K |
| Ehrlich Financial Group | 0.27% | Add +5.8% | 5,140 | $525K |
| Stratos Investment Management, LLC | 0.02% | Reduce -0.8% | 5,095 | $521K |
| Wallace Advisory Group, LLC | 0.49% | Reduce -3.6% | 5,086 | $520K |
| Uptick Partners, LLC | 0.08% | Add +14.7% | 5,039 | $515K |
| Marex Group Ltd | 0.00% | No change | 5,000 | $511K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 4,986 | $509K |
| Princeton Global Asset Management LLC | 0.07% | Reduce -28.8% | 4,973 | $508K |
| Rik Saylor Financial, Inc. | 0.34% | Reduce -1.9% | 4,961 | $507K |
| Boston Family Office LLC | 0.03% | Add +32.1% | 4,949 | $506K |
| Clear Investment Research, LLC | 0.78% | Reduce -2.6% | 4,885 | $499K |
| Town Capital LLC | 0.32% | New | 4,883 | $499K |
| Grand Wealth Management, LLC | 0.21% | Add +59.2% | 4,883 | $499K |
| BOS Asset Management, LLC | 0.12% | Reduce -26.6% | 4,840 | $494K |
| Patten Group, Inc. | 0.08% | Add +11.7% | 4,832 | $494K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +6.4% | 4,784 | $489K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,793 | $485K |
| Diversify Wealth Management, LLC | 0.01% | Add +13.0% | 4,793 | $485K |
| Eaton Financial Holdings Company, LLC | 0.13% | Reduce -24.8% | 4,729 | $483K |
| Western Wealth Management, LLC | 0.02% | Add +35.7% | 4,721 | $482K |
| Centaurus Financial, Inc. | 0.02% | Add +0.3% | 4,721 | $482K |
| Ellis Investment Partners, LLC | 0.07% | Add +1.2% | 4,709 | $481K |
| Strategies Wealth Advisors, LLC | 0.04% | New | 4,700 | $480K |
| Redhawk Wealth Advisors, Inc. | 0.05% | New | 4,661 | $476K |
| Financial Harvest, LLC | 0.20% | Reduce -0.7% | 4,652 | $475K |
| Blankinship & Foster, LLC | 0.10% | Add +1.0% | 4,648 | $475K |
| Lansing Street Advisors | 0.10% | New | 4,641 | $474K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Add +5.6% | 4,616 | $472K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +0.1% | 4,597 | $470K |
| Lodestone Wealth Management LLC | 0.17% | Reduce -7.8% | 4,592 | $469K |
| SigFig Wealth Management, LLC | 0.01% | New | 4,584 | $469K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.8% | 4,577 | $468K |
| Cassilly Financial Group LLC | 0.34% | New | 4,564 | $466K |
| Cypress Wealth Services, LLC | 0.06% | New | 4,553 | $465K |
| MADDEN SECURITIES Corp | 0.13% | Add +4.8% | 4,550 | $465K |
| Bay Harbor Wealth Management, LLC | 0.11% | New | 4,527 | $462K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.11% | Reduce -8.2% | 4,526 | $462K |
| Integrity Advisory Solutions, LLC | 0.05% | New | 4,525 | $462K |
| JB Capital LLC | 0.02% | New | 4,490 | $459K |
| Apex Wealth Management, LLC | 0.28% | Reduce -1.9% | 4,478 | $457K |
| ARK & TLK Investments, LLC | 0.11% | No change | 4,428 | $452K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -0.6% | 4,410 | $451K |
| Brown Advisory Inc. | 0.00% | New | 4,306 | $440K |
| Keel Point, LLC | 0.03% | New | 4,229 | $432K |
| Laurel Wealth Advisors LLC | 0.04% | Add +10.5% | 4,205 | $430K |
| Skyline Advisors, Inc. | 0.13% | Add +37.4% | 4,190 | $428K |
| TD Waterhouse Canada Inc. | 0.00% | Add +532.7% | 4,214 | $426K |
| Middleton & Co. Inc. | 0.04% | No change | 4,101 | $419K |
| Obermeyer Wealth Partners | 0.02% | Reduce -7.0% | 4,021 | $411K |
| ADAR1 Capital Management, LLC | 0.02% | New | 4,000 | $409K |
| Keystone Wealth Services, LLC | 0.07% | Add +0.3% | 3,936 | $402K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1042.5% | 3,873 | $396K |
| Madson Wealth Advisors Inc | 0.27% | Reduce -4.7% | 3,846 | $393K |
| Financial Network Wealth Advisors LLC | 0.40% | Add +9.2% | 3,841 | $392K |
| Eagle Capital Management, LLC | 0.13% | No change | 3,812 | $389K |
| Berger Financial Group, Inc | 0.02% | Add +33.4% | 3,801 | $388K |
| Affinity Capital Advisors, LLC | 0.05% | Reduce -4.3% | 3,815 | $387K |
| Composition Wealth, LLC | 0.00% | Reduce -45.4% | 3,732 | $381K |
| Fiduciary Trust Co | 0.00% | Reduce -4.7% | 3,662 | $374K |
| PFG Advisors | 0.02% | Reduce -50.7% | 3,643 | $372K |
| Nuveen, LLC | 0.00% | New | 3,584 | $366K |
| Arrowroot Family Office, LLC | 0.10% | New | 3,560 | $364K |
| Toth Financial Advisory Corp. | 0.04% | Reduce -1.4% | 3,540 | $362K |
| Wellington-Altus USA Inc. | 0.26% | Reduce -9.9% | 3,492 | $361K |
| Chokshi & Queen Wealth Advisors, Inc | 0.17% | No change | 3,527 | $360K |
| Archer Investment Corp | 0.07% | Add +74.7% | 3,511 | $359K |
| Market Street Wealth Management Advisors LLC | 0.05% | Add +1.9% | 3,483 | $356K |
| Braun-Bostich & Associates Inc. | 0.20% | New | 3,480 | $356K |
| M&T Bank Corp | 0.00% | No change | 3,474 | $355K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.9% | 3,471 | $355K |
| Cary Street Partners Financial LLC | 0.01% | Add +11.5% | 3,469 | $354K |
| ATLas Financial Planning LLC | 0.29% | Add +36.6% | 3,469 | $354K |
| Core Wealth Partners LLC | 0.15% | No change | 3,468 | $354K |
| Apella Capital, LLC | 0.01% | Add +13.5% | 3,484 | $353K |
| Essential Partners LLC | 0.16% | Reduce -9.4% | 3,451 | $353K |
| Atlas Legacy Advisors, LLC | 0.05% | New | 3,424 | $350K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,424 | $350K |
| Inlight Wealth Management, LLC | 0.11% | Add +8.0% | 3,422 | $350K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.8% | 3,412 | $349K |
| Invst, LLC | 0.03% | New | 3,409 | $348K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | Add +1.9% | 3,357 | $343K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -1.9% | 3,353 | $343K |
| Lido Advisors, LLC | 0.00% | Add +0.8% | 3,343 | $342K |
| LifePlan Investment Advisors, Inc. | 0.12% | New | 3,321 | $339K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.12% | Add +1.3% | 3,313 | $338K |
| Mission Financial Group, LLC | 0.28% | — | 3,291 | $336K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.3% | 3,269 | $334K |
| Dock Street Asset Management Inc. | 0.03% | New | 3,265 | $334K |
| Golden State Wealth Management, LLC | 0.03% | Add +873.6% | 3,242 | $331K |
| Vaughan David Investments LLC | 0.01% | No change | 3,200 | $327K |
| Morton Community Bank | 0.07% | No change | 3,200 | $327K |
| Advyzon Investment Management, LLC | 0.02% | Add +48.5% | 3,186 | $325K |
| Kovack Advisors, Inc. | 0.02% | Reduce -51.8% | 3,198 | $325K |
| Cathy Pareto & Associates, Inc. | 0.19% | Add +1.9% | 3,173 | $324K |
| Founders Financial Securities LLC | 0.02% | Add +2.0% | 3,165 | $323K |
| Safeguard Investment Advisory Group, LLC | 0.07% | New | 3,165 | $323K |
| Shared Vision Wealth Group LLC | 0.11% | New | 3,133 | $320K |
| Maridea Wealth Management LLC | 0.03% | Reduce -31.7% | 3,129 | $320K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -10.3% | 3,123 | $319K |
| Keystone Financial Services | 0.08% | New | 3,117 | $318K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -39.9% | 3,089 | $316K |
| Brindle & Bay Financial Advisors, LLC | 0.16% | Add +37.7% | 3,089 | $316K |
| Moneco Advisors, LLC | 0.02% | Add +0.3% | 3,062 | $313K |
| Align Financial, LLC | 0.15% | No change | 3,047 | $311K |
| VestGen Advisors, LLC | 0.01% | New | 3,045 | $311K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 3,013 | $308K |
| W.H. Cornerstone Investments Inc. | 0.17% | Add +1.9% | 2,972 | $304K |
| Aurelius Family Office LLC | 0.12% | No change | 2,968 | $303K |
| Satovsky Asset Management LLC | 0.05% | Add +1.9% | 2,962 | $303K |
| Addison Advisors LLC | 0.14% | Add +281.2% | 2,935 | $300K |
| TCFG Investment Advisors, LLC | 0.10% | Add +1.1% | 2,929 | $299K |
| Spectrum Planning & Advisory Services Inc. | 0.13% | New | 2,909 | $297K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 2,906 | $297K |
| Northwest Financial Advisors | 0.04% | New | 2,867 | $293K |
| Able Wealth Management LLC | 0.07% | New | 2,853 | $291K |
| Rothschild Wealth LLC | 0.02% | New | 2,833 | $289K |
| Pflug Koory, LLC | 0.11% | Reduce -2.5% | 2,738 | $280K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 2,736 | $279K |
| Tradewinds Capital Management, LLC | 0.05% | No change | 2,735 | $279K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 2,734 | $279K |
| Smith & Howard Wealth Management, LLC | 0.06% | No change | 2,734 | $279K |
| Chatterton & Associates Inc. | 0.16% | New | 2,699 | $274K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 2,672 | $273K |
| Accurate Wealth Management, LLC | 0.03% | Add +11.3% | 2,686 | $272K |
| Independence Financial Advisors, LLC | 0.07% | Add +1.9% | 2,664 | $272K |
| Stablepoint Partners, LLC | 0.04% | Add +1.9% | 2,649 | $271K |
| Northern Trust Corp. | 0.00% | Reduce -26.8% | 2,601 | $266K |
| Blue Trust, Inc. | 0.00% | Add +9492.6% | 2,590 | $265K |
| Frank, Rimerman Advisors LLC | 0.01% | No change | 2,580 | $264K |
| Independent Financial Group, LLC | 0.00% | Reduce -21.4% | 2,579 | $263K |
| Atwater Malick LLC | 0.06% | No change | 2,576 | $263K |
| Bravias Capital Group, LLC | 0.16% | No change | 2,564 | $262K |
| MKT Advisors LLC | 0.08% | New | 2,540 | $257K |
| Liberty Capital Management, Inc. | 0.04% | — | 2,519 | $257K |
| Compound Planning, Inc. | 0.01% | New | 2,485 | $254K |
| Chilton Capital Management LLC | 0.01% | No change | 2,474 | $253K |
| Tanager Wealth Management LLP | 0.02% | Add +16.3% | 2,463 | $252K |
| Strategic Advisory Partners, LLC | 0.18% | No change | 2,455 | $251K |
| Theory Financial LLC | 0.08% | New | 2,452 | $250K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -11.9% | 2,439 | $249K |
| Barnes Wealth Management Group, Inc | 0.11% | New | 2,428 | $248K |
| Sykon Capital LLC | 0.08% | New | 2,404 | $246K |
| Kickstand Ventures, Llc. | 0.04% | New | 2,400 | $245K |
| Aspire Private Capital, LLC | 0.05% | New | 2,397 | $245K |
| M Wealth Management, LLC | 0.19% | New | 2,381 | $243K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -0.8% | 2,364 | $242K |
| Acorns Advisers, LLC | 0.00% | Add +12.8% | 2,332 | $238K |
| Sandy Cove Advisors, LLC | 0.06% | New | 2,299 | $235K |
| Adams Wealth Management | 0.04% | Reduce -31.3% | 2,299 | $235K |
| CacheTech Inc. | 0.04% | Reduce -31.3% | 2,299 | $235K |
| Gen-Wealth Partners Inc | 0.06% | Add +315.5% | 2,277 | $233K |
| Legacy Financial Group LLC | 0.03% | New | 2,272 | $232K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -2.6% | 2,254 | $230K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 2,243 | $229K |
| Tsfg, LLC | 0.03% | Add +1494.3% | 2,232 | $228K |
| May Hill Capital, LLC | 0.05% | New | 2,226 | $227K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -16.4% | 2,190 | $224K |
| Donalies Financial Planning, LLC | 0.16% | Add +7.4% | 2,169 | $222K |
| Wedbush Securities Inc. | 0.01% | Add +10.6% | 2,162 | $221K |
| GeoWealth Management, LLC | 0.01% | Reduce -24.6% | 2,156 | $220K |
| AlphaCore Capital LLC | 0.00% | Reduce -1.4% | 2,146 | $219K |
| Ergawealth Advisors, Inc. | 0.09% | No change | 2,143 | $219K |
| Ascension Capital Advisors, Inc. | 0.06% | New | 2,134 | $218K |
| Ted Buchan & Co | 0.07% | No change | 2,129 | $217K |
| Liberty Wealth Management LLC | 0.03% | No change | 2,098 | $217K |
| Echo Wealth Management, LLC | 0.11% | New | 2,119 | $216K |
| Norden Group LLC | 0.02% | Reduce -6.3% | 2,092 | $214K |
| Alaska Permanent Capital Management, LLC | 0.01% | New | 2,088 | $213K |
| Aprio Wealth Management, LLC | 0.01% | No change | 2,060 | $210K |
| Selby Wealth Management, LLC | 0.07% | No change | 2,059 | $210K |
| Gradient Capital Advisors, LLC | 0.05% | New | 2,058 | $210K |
| Prairiewood Capital, LLC | 0.05% | Reduce -1.7% | 2,040 | $208K |
| VestGen Investment Management | 0.11% | New | 2,035 | $208K |
| D.A. Davidson & Co. | 0.00% | Reduce -22.8% | 2,032 | $208K |
| Symmetry Partners, LLC | 0.01% | No change | 2,032 | $208K |
| Continuum Advisory, LLC | 0.02% | Add +2.9% | 2,010 | $205K |
| LPWM LLC | 0.05% | New | 2,004 | $205K |
| Sterneck Capital Management, LLC | 0.09% | No change | 2,000 | $204K |
| WBH Advisory Inc. | 0.01% | No change | 2,000 | $204K |
| Vontobel Holding Ltd. | 0.00% | New | 2,000 | $204K |
| FLP Wealth Management, LLC | 0.36% | New | 1,992 | $204K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -55.3% | 1,989 | $203K |
| Pine Harbor Wealth Management, LLC | 0.05% | Add +1.9% | 1,979 | $202K |
| Icon Wealth Advisors, LLC | 0.01% | New | 1,970 | $201K |
| Stone Loft Wealth Management LLC | 0.11% | New | 1,979 | $201K |
| Evanson Financial, LLC | 0.01% | — | 1,961 | $200K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -14.5% | 1,945 | $199K |
| Buck Wealth Strategies, LLC | 0.02% | New | 1,898 | $194K |
| Canton Hathaway, LLC | 0.03% | New | 1,743 | $178K |
| Marshall & Sterling Wealth Advisors Inc. | 0.10% | Add +1.9% | 1,663 | $170K |
| EFG International AG | 0.00% | Add +55.5% | 1,659 | $169K |
| Concord Wealth Partners | 0.02% | New | 1,637 | $167K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,615 | $165K |
| Cornerstone Planning Group LLC | 0.02% | Add +135.8% | 1,615 | $164K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -26.4% | 1,578 | $161K |
| Cape Investment Advisory, Inc. | 0.04% | New | 1,529 | $156K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -20.8% | 1,438 | $147K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +12554.5% | 1,392 | $142K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +10.6% | 1,466 | $142K |
| Barrett & Company, Inc. | 0.04% | Add +27.1% | 1,336 | $137K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -1.4% | 1,294 | $132K |
| WealthCollab, LLC | 0.05% | Add +1256.4% | 1,275 | $130K |
| CoreCap Advisors, LLC | 0.00% | Add +17.9% | 1,258 | $128K |
| Raffa Wealth Management, LLC | 0.02% | Add +38.6% | 1,188 | $121K |
| Highland Investment Advisors LLC | 0.05% | — | 1,092 | $112K |
| TD Capital Management LLC | 0.01% | Add +1.9% | 1,079 | $110K |
| JFS Wealth Advisors, LLC | 0.01% | Add +6393.8% | 1,039 | $106K |
| Legacy Bridge, LLC | 0.03% | No change | 1,030 | $105K |
| Triumph Capital Management | 0.02% | No change | 1,001 | $102K |
| Motco | 0.01% | No change | 962 | $98K |
| Kings Path Partners LLC | 0.03% | Reduce -4.1% | 920 | $94K |
| Signature Resources Capital Management, LLC | 0.04% | Reduce -2.4% | 918 | $94K |
| Vision Retirement, LLC | 0.02% | Add +6.1% | 881 | $90K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +86.4% | 880 | $90K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -2.6% | 880 | $90K |
| Crewe Advisors LLC | 0.01% | New | 816 | $83K |
| NFSG Corp | 0.01% | No change | 639 | $65K |
| Portfolio Resources Advisor Group, Inc. | 0.05% | New | 633 | $65K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 568 | $58K |
| Mosley Wealth Management | 0.02% | Reduce -83.7% | 553 | $56K |
| IMG Wealth Management, Inc. | 0.03% | No change | 543 | $55K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 520 | $53K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 515 | $53K |
| Rossby Financial, LCC | 0.01% | Reduce -35.6% | 500 | $51K |
| Mather Group, Llc. | 0.00% | Reduce -66.6% | 497 | $51K |
| Spire Wealth Management | 0.00% | Reduce -40.5% | 480 | $49K |
| Kingdom Financial Group LLC. | 0.01% | New | 472 | $48K |
| Clearstead Advisors, LLC | 0.00% | No change | 442 | $45K |
| Chesapeake Asset Management LLC | 0.03% | Reduce -1.4% | 437 | $45K |
| Imprint Wealth LLC | 0.17% | New | 418 | $43K |
| Birchwood Financial Partners, Inc. | 0.03% | Add +0.2% | 412 | $42K |
| Lanark Financial, Inc. | 0.00% | Add +4.3% | 412 | $42K |
| Torren Management, LLC | 0.02% | No change | 403 | $41K |
| National Bank of Canada | 0.00% | New | 399 | $41K |
| Retirement Wealth Solutions LLC | 0.02% | Add +197.6% | 372 | $38K |
| Beacon Financial Strategies CORP | 0.02% | New | 371 | $38K |
| WPG Advisers, LLC | 0.02% | New | 370 | $38K |
| Covestor Ltd | 0.02% | Add +18.8% | 354 | $36K |
| Key Capital Management, INC | 0.02% | New | 335 | $34K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $34K |
| Ameriflex Group, Inc. | 0.01% | Reduce -4.7% | 322 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 299 | $31K |
| Chapman Financial Group, LLC | 0.02% | No change | 250 | $26K |
| Rossmore Private Capital | 0.00% | No change | 250 | $26K |
| Fiduciary Financial Advisors | 0.00% | New | 247 | $25K |
| Parallel Advisors, LLC | 0.00% | Reduce -83.5% | 238 | $24K |
| US Bancorp \de | 0.00% | Add +15.6% | 237 | $24K |
| International Assets Investment Management, LLC | 0.00% | Add +188.6% | 228 | $23K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 200 | $20K |
| Valeo Financial Advisors, LLC | 0.00% | Add +0.1% | 18,332 | $20K |
| Capital Advisor Network LLC | 0.02% | New | 191 | $20K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 185 | $19K |
| Strive Financial Group ,LLC | 0.01% | Add +34.1% | 181 | $18K |
| Larson Financial Group LLC | 0.00% | Add +1.7% | 178 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 166 | $17K |
| Wolff Wiese Magana LLC | 0.01% | Add +0.6% | 165 | $17K |
| Strategic Advocates LLC | 0.06% | No change | 158 | $16K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 152 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 150 | $15K |
| Colonial Trust Co / SC | 0.00% | No change | 143 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 140 | $14K |
| Islay Capital Management, LLC | 0.01% | New | 136 | $14K |
| Franklin Resources Inc. | 0.00% | No change | 136 | $14K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 123 | $13K |
| Signature Equity Partners, LLC | 0.01% | New | 120 | $12K |
| Blueline Advisors LLC | 0.01% | Reduce -73.9% | 105 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 100 | $10K |
| Atlantic Union Bankshares Corp | 0.00% | New | 100 | $10K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -23.4% | 95 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +480.0% | 87 | $9K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 76 | $8K |
| LRI Investments, LLC | 0.00% | No change | 72 | $7K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -35.2% | 70 | $7K |
| Asset Dedication, LLC | 0.00% | Add +3400.0% | 70 | $7K |
| Maryland Capital Advisors Inc. | 0.00% | — | 68 | $7K |
| Park Place Capital Corp | 0.00% | New | 53 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 48 | $5K |
| Orion Capital Management LLC | 0.00% | No change | 47 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 40 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 40 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 38 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 34 | $3K |
| GW&K Investment Management, LLC | 0.00% | No change | 31 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 20 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 13 | $1K |
| LifeSteps Financial, Inc. | 0.00% | New | 12 | $1K |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 11 | $1K |
| CX Institutional | 0.00% | New | 12 | $1K |
| Signaturefd, LLC | 0.00% | No change | 8 | $866 |
| Center for Financial Planning, Inc. | 0.00% | No change | 8 | $818 |
| Salem Investment Counselors Inc. | 0.00% | No change | 8 | $818 |
| Gilpin Wealth Management, LLC | 0.00% | New | 5 | $511 |
| Quaker Wealth Management, LLC | 0.00% | No change | 5 | $511 |
| Abound Wealth Management | 0.00% | Reduce -85.2% | 4 | $409 |
| Register Financial Advisors LLC | 0.00% | No change | 4 | $409 |
| Fortis Group Advisors, LLC | 0.00% | No change | 3 | $306 |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $213 |
| Russell Investments Group, Ltd. | 0.00% | No change | 2 | $204 |
| Longview Financial Advisors LLC | 0.00% | No change | 1 | $103 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $102 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $102 |
"% 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.