iShares Short-Term NationalSUBETF
13F holders, Q2 2025 (June 30)850holders +14
75new positions
61sold out
4famous investors
$106.34avg. 13F price*
At the end of Q2 2025, 850 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 14 from Q1 2025. 75 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($768.6M), Mercer Global Advisors Inc. ($733.6M) and Morgan Stanley ($677.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Short-Term National
- CUSIP
- 464288158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $112.8M |
| Exits | 61 | $63.2M |
All 13F filers, Q1 2025 → Q2 2025: 10,757,734 shares bought and 2,528,628 shares sold, net +8,229,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 850 holders
| Bank of America Corp. | 0.06% | Add +2.8% | 7,227,599 | $768.6M |
| Mercer Global Advisors Inc. | 1.65% | Add +5.0% | 6,898,621 | $733.6M |
| Morgan Stanley | 0.04% | Add +92.8% | 6,370,874 | $677.5M |
| Envestnet Asset Management Inc. | 0.17% | Add +4.4% | 5,503,994 | $585.3M |
| Bank of New York Mellon Corp | 0.10% | Add +20.1% | 5,197,326 | $552.7M |
| Tiaa Trust, National Association | 0.95% | Add +9.0% | 3,412,277 | $362.9M |
| Sei Investments Co. | 0.33% | Add +1.3% | 2,693,738 | $286.5M |
| Creative Planning | 0.24% | Add +2.8% | 2,636,435 | $280.4M |
| Captrust Financial Advisors | 0.34% | Add +7.5% | 1,418,214 | $150.8M |
| Citigroup Inc. | 0.09% | Add +21.4% | 1,277,407 | $135.8M |
| Franklin Resources Inc. | 0.04% | Reduce -0.9% | 1,244,081 | $132.3M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +15.1% | 1,155,039 | $122.8M |
| UBS Group AG | 0.03% | Reduce -10.9% | 1,130,527 | $120.2M |
| Ameriprise Financial Inc. | 0.03% | Add +1.6% | 990,029 | $105.3M |
| LPL Financial LLC | 0.03% | Add +14.2% | 970,378 | $103.2M |
| Mariner, LLC | 0.13% | Reduce -1.4% | 818,504 | $87.0M |
| Commonwealth Equity Services, LLC | 0.09% | Add +2.1% | 668,997 | $71.1M |
| Raymond James Financial Inc. | 0.02% | Add +44.0% | 668,165 | $71.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.8% | 627,813 | $66.8M |
| Bank of Montreal | 0.03% | Reduce -7.7% | 613,408 | $65.2M |
| Salomon & Ludwin, LLC | 6.29% | Add +2.9% | 599,247 | $63.7M |
| Allworth Financial LP | 0.30% | Add +1.0% | 584,732 | $62.2M |
| Composition Wealth, LLC | 1.02% | Add +1.9% | 569,684 | $60.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.58% | Add +10878.5% | 547,610 | $58.2M |
| US Bancorp \de | 0.07% | Add +0.3% | 544,529 | $57.9M |
| HighTower Advisors, LLC | 0.07% | Add +38.6% | 526,015 | $55.9M |
| Royal Bank of Canada | 0.01% | Add +5.2% | 522,386 | $55.5M |
| Focus Partners Wealth | 0.12% | Add +1.2% | 518,520 | $55.1M |
| Renaissance Technologies | 0.07% | Add +49.6% | 493,800 | $52.5M |
| Heritage Investment Group, Inc. | 8.92% | Add +4.4% | 486,492 | $51.7M |
| Wit, LLC | 1.10% | New | 418,588 | $44.5M |
| Cerity Partners LLC | 0.08% | Reduce -1.1% | 411,285 | $43.7M |
| Crestwood Advisors Group, LLC | 0.76% | Add +730.8% | 397,823 | $42.3M |
| Wells Fargo & Company | 0.01% | Reduce -4.2% | 386,297 | $41.1M |
| Truepoint, Inc. | 1.01% | Reduce -2.9% | 382,221 | $40.6M |
| Willow Creek Wealth Management Inc. | 3.65% | Add +5.1% | 381,277 | $40.5M |
| Stifel Financial Corp. | 0.04% | Add +9.2% | 345,796 | $36.8M |
| CIBC Private Wealth Group LLC | 0.06% | Add +57.6% | 333,263 | $35.4M |
| Apella Capital, LLC | 0.96% | Add +5.7% | 332,223 | $35.3M |
| Old National Bancorp | 0.59% | Add +3.7% | 310,219 | $33.0M |
| DGS Capital Management, LLC | 6.68% | Add +1.6% | 304,329 | $32.4M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +4.0% | 302,116 | $32.1M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +8.5% | 298,896 | $31.8M |
| Osaic Holdings, Inc. | 0.05% | Add +12.6% | 279,363 | $29.7M |
| Willis Johnson & Associates, Inc. | 2.01% | Add +2.2% | 278,065 | $29.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +11.4% | 270,077 | $28.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.0% | 266,631 | $28.4M |
| Citizens Financial Group Inc. | 0.45% | Reduce -0.2% | 264,342 | $28.1M |
| RMR Wealth Builders | 2.46% | Add +6.5% | 255,040 | $27.1M |
| Ritholtz Wealth Management | 0.60% | Add +2.1% | 254,317 | $27.0M |
| Modera Wealth Management, LLC | 0.32% | Add +18.9% | 243,754 | $25.9M |
| Cahaba Wealth Management, Inc. | 1.95% | Add +8.3% | 235,731 | $25.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -20.4% | 231,557 | $24.6M |
| Waterway Wealth Management, LLC | 7.40% | Add +6033.8% | 230,019 | $24.5M |
| Betterment LLC | 0.05% | Add +524.9% | 216,032 | $23.0M |
| Cetera Investment Advisers | 0.04% | Reduce -14.6% | 213,359 | $22.7M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -13.9% | 203,146 | $21.6M |
| Carnegie Investment Counsel | 0.43% | Add +11.3% | 200,825 | $21.4M |
| Nisa Investment Advisors, LLC | 0.10% | Add +13.1% | 200,505 | $21.3M |
| LVW Advisors, LLC | 2.36% | Add +6.9% | 198,105 | $21.1M |
| Comerica Bank | 0.08% | Add +22.4% | 194,536 | $20.7M |
| Legacy Edge Advisors, LLC | 2.66% | Add +5.7% | 187,405 | $19.9M |
| Bailard, Inc. | 0.46% | Add +322.2% | 185,745 | $19.8M |
| Members Trust Co | 0.66% | Reduce -4.0% | 179,410 | $19.1M |
| Arkansas Financial Group, Inc. | 2.85% | Add +0.2% | 172,546 | $18.3M |
| Mather Group, Llc. | 0.19% | Add +1228.5% | 171,641 | $18.3M |
| Ascent Group, LLC | 0.70% | Reduce -13.3% | 170,066 | $18.1M |
| Alesco Advisors, LLC, An ESL Co | 0.49% | Reduce -0.3% | 159,994 | $17.0M |
| Partners Capital Investment Group, LLP | 0.68% | Reduce -18.6% | 157,870 | $16.8M |
| Ellevest, Inc. | 2.67% | Reduce -70.3% | 157,618 | $16.8M |
| Freestone Capital Holdings, LLC | 0.57% | Add +0.2% | 156,443 | $16.6M |
| Brandywine Oak Private Wealth LLC | 1.41% | Reduce -2.1% | 143,333 | $15.2M |
| One Capital Management, LLC | 0.53% | Add +2.8% | 142,680 | $15.2M |
| GAMMA Investing LLC | 0.95% | Add +35.4% | 140,610 | $15.0M |
| Merit Financial Group, LLC | 0.16% | Add +85.7% | 137,877 | $14.7M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -3.8% | 135,485 | $14.4M |
| EP Wealth Advisors, LLC | 0.09% | Add +84.9% | 134,403 | $14.3M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +26.8% | 134,037 | $14.3M |
| MML Investors Services, LLC | 0.04% | Add +8.3% | 133,662 | $14.2M |
| City of London Investment Management Co. Ltd. | 1.29% | New | 130,304 | $13.9M |
| Brown Wealth Management, LLC | 4.16% | Reduce -20.7% | 125,984 | $13.4M |
| Slow Capital, Inc. | 1.64% | Reduce -26.4% | 125,882 | $13.4M |
| Abundance Wealth Counselors | 2.46% | Reduce -0.3% | 123,539 | $13.1M |
| Dakota Wealth Management | 0.26% | Reduce -2.0% | 117,055 | $12.4M |
| Sheets Smith Wealth Management | 1.44% | Reduce -3.5% | 116,067 | $12.3M |
| Flputnam Investment Management Co. | 0.21% | Reduce -2.0% | 114,320 | $12.2M |
| TD Capital Management LLC | 1.14% | Add +6.7% | 113,906 | $12.1M |
| Oak Harvest Investment Services | 1.46% | Add +8.3% | 109,496 | $11.6M |
| Grove Bank & Trust | 1.43% | Reduce -1.8% | 107,507 | $11.4M |
| Mesirow Financial Investment Management, Inc. | 0.22% | Add +1.6% | 107,503 | $11.4M |
| Corient Private Wealth LP | 0.01% | Add +7.8% | 102,775 | $10.9M |
| Country Club Bank | 0.68% | Add +9.2% | 102,223 | $10.9M |
| Private Advisor Group, LLC | 0.06% | Add +14.9% | 98,841 | $10.5M |
| Heartwood Wealth Advisors LLC | 1.09% | Reduce -1.0% | 97,864 | $10.4M |
| Wealthspire Advisors, LLC | 0.06% | Add +51.4% | 97,860 | $10.4M |
| Alaethes Wealth, LLC | 3.07% | No change | 96,628 | $10.3M |
| Park Avenue Securities LLC | 0.09% | Reduce -18.1% | 94,867 | $10.1M |
| Integrated Advisors Network LLC | 0.45% | Add +45.7% | 94,218 | $10.0M |
| Partners in Financial Planning | 1.79% | Add +8.5% | 91,451 | $9.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +48.2% | 90,007 | $9.6M |
| M&T Bank Corp | 0.03% | Add +11.5% | 88,830 | $9.4M |
| Aaron Wealth Advisors LLC | 0.96% | Reduce -10.2% | 88,566 | $9.4M |
| TD Private Client Wealth LLC | 0.23% | Add +29.8% | 88,007 | $9.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.16% | Add +29.5% | 87,599 | $9.3M |
| Larson Financial Group LLC | 0.37% | Reduce -50.2% | 85,945 | $9.1M |
| MBL Wealth, LLC | 0.87% | Reduce -1.5% | 85,213 | $9.1M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +36.5% | 83,722 | $8.9M |
| BIP Alliance, LLC | 3.41% | Reduce -1.6% | 83,457 | $8.9M |
| Jones Financial Companies LLLP | 0.01% | Add +126.6% | 83,020 | $8.8M |
| Quent Capital, LLC | 0.84% | Reduce -12.4% | 81,975 | $8.7M |
| Citadel Advisors | 0.01% | New | 81,485 | $8.7M |
| Jane Street Group, LLC | 0.01% | Reduce -9.3% | 80,402 | $8.5M |
| PDS Planning, Inc | 0.63% | Add +20.4% | 80,020 | $8.5M |
| SageView Advisory Group, LLC | 0.32% | Add +1.2% | 79,361 | $8.5M |
| Meridian Wealth Partners, LLC | 1.22% | Add +4.0% | 79,141 | $8.4M |
| Brookstone Capital Management | 0.11% | Add +6.7% | 77,970 | $8.3M |
| Northeast Financial Group, Inc. | 2.54% | Add +18.9% | 75,419 | $8.0M |
| JFS Wealth Advisors, LLC | 0.51% | Add +42.1% | 75,300 | $8.0M |
| Greenleaf Trust | 0.07% | Reduce -28.6% | 74,966 | $8.0M |
| Condor Capital Management | 0.68% | Add +1.1% | 73,739 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +34.9% | 73,148 | $7.8M |
| Clearwater Capital Advisors, LLC | 0.71% | Add +2.7% | 73,104 | $7.8M |
| Tower Research Capital LLC (TRC) | 0.21% | Add +908012.5% | 72,649 | $7.7M |
| Smithfield Trust Co | 0.36% | Add +3.1% | 71,836 | $7.6M |
| Zhang Financial LLC | 0.35% | Reduce -0.5% | 70,902 | $7.5M |
| Deutsche Bank AG | 0.00% | Add +128.9% | 70,870 | $7.5M |
| Nicolet Advisory Services, LLC | 0.62% | Reduce -0.1% | 68,156 | $7.3M |
| Baird Financial Group, Inc. | 0.01% | Add +10.3% | 68,148 | $7.2M |
| Aua Capital Management, LLC | 4.29% | No change | 67,550 | $7.2M |
| Opus Capital Group, LLC | 0.86% | Reduce -2.8% | 67,363 | $7.2M |
| World Investment Advisors | 0.16% | Reduce -2.1% | 67,069 | $7.1M |
| Ackerman Capital Advisors, LLC | 1.63% | Reduce -38.3% | 66,064 | $7.0M |
| Lutz Financial Services LLC | 0.54% | Add +37.3% | 65,765 | $7.0M |
| Chesley Taft & Associates LLC | 0.31% | Add +16.5% | 65,049 | $6.9M |
| NewEdge Advisors, LLC | 0.04% | Add +15.0% | 64,591 | $6.9M |
| Brio Consultants, LLC | 0.99% | Add +1.0% | 63,498 | $6.8M |
| Elmwood Wealth Management, Inc. | 2.67% | Add +4.3% | 63,223 | $6.7M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Reduce -5.1% | 63,216 | $6.7M |
| PrairieView Partners, LLC | 0.64% | Add +15.3% | 61,915 | $6.6M |
| Bragg Financial Advisors, Inc | 0.23% | Add +23.0% | 61,197 | $6.5M |
| Avantax Planning Partners, Inc. | 0.21% | Reduce -0.9% | 61,145 | $6.5M |
| Diversified Portfolios, Inc. | 0.61% | Add +27.0% | 60,557 | $6.4M |
| Quadrature Capital Ltd | 0.11% | New | 60,505 | $6.4M |
| Morton Brown Family Wealth, LLC | 1.93% | Reduce -6.8% | 59,800 | $6.4M |
| Glenview Trust Co | 0.10% | Add +3.8% | 55,382 | $5.9M |
| Single Point Partners, LLC | 1.24% | Reduce -3.3% | 53,303 | $5.7M |
| Life Planning Partners, Inc | 4.36% | Reduce -7.8% | 51,484 | $5.5M |
| Tobias Financial Advisors, Inc. | 0.94% | Add +11.8% | 51,373 | $5.5M |
| Sentinel Wealth Management, Inc. | 5.13% | — | 51,310 | $5.5M |
| Waverly Advisors, LLC | 0.06% | Reduce -0.8% | 51,244 | $5.4M |
| Angeles Wealth Management, LLC | 0.37% | Add +80.7% | 51,101 | $5.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.12% | Reduce -5.3% | 51,092 | $5.4M |
| Voisard Asset Management Group, Inc. | 1.39% | Reduce -27.0% | 50,813 | $5.4M |
| Assetmark, Inc. | 0.01% | Add +314.6% | 50,339 | $5.4M |
| Signet Financial Management, LLC | 0.67% | Add +2.2% | 50,317 | $5.4M |
| Rockwood Wealth Management, LLC | 0.46% | Add +30.9% | 49,469 | $5.3M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -23.6% | 49,097 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +11.3% | 49,086 | $5.2M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -3.4% | 48,712 | $5.2M |
| Anderson Hoagland & Co. | 0.48% | Reduce -5.1% | 47,691 | $5.1M |
| Patten Group, Inc. | 1.06% | Reduce -6.9% | 47,358 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.0% | 46,870 | $5.0M |
| McNamara Financial Services, Inc. | 0.98% | Reduce -0.8% | 46,442 | $4.9M |
| Private Wealth Management Group, LLC | 1.63% | Reduce -2.7% | 46,194 | $4.9M |
| Founders Grove Wealth Partners, LLC | 1.23% | Reduce -18.2% | 46,004 | $4.9M |
| Cwm, LLC | 0.02% | Add +16.1% | 45,267 | $4.8M |
| Prospera Financial Services Inc | 0.09% | Add +0.3% | 45,166 | $4.8M |
| First American Trust, FSB | 0.38% | Reduce -6.1% | 45,056 | $4.8M |
| Presilium Private Wealth, LLC | 0.98% | Add +11.1% | 44,943 | $4.8M |
| Fisher Asset Management | 0.00% | New | 44,711 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +8.8% | 44,144 | $4.7M |
| Lindenwold Advisors, INC | 2.41% | Reduce -1.9% | 43,667 | $4.6M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -27.8% | 43,158 | $4.6M |
| Eagle Rock Investment Company, LLC | 0.72% | Reduce -11.3% | 43,025 | $4.6M |
| Durante & Waters, LLC | 3.58% | Reduce -0.2% | 42,817 | $4.6M |
| Phillips Financial Management, LLC | 0.32% | Reduce -10.6% | 41,526 | $4.4M |
| Mayflower Financial Advisors, LLC | 0.61% | Reduce -7.4% | 40,996 | $4.4M |
| Fairview Capital Investment Management, LLC | 0.22% | Reduce -2.4% | 40,875 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -66.2% | 40,422 | $4.3M |
| Regions Financial Corp. | 0.03% | Add +8.4% | 40,212 | $4.3M |
| Valmark Advisers, Inc. | 0.06% | Add +2.0% | 39,565 | $4.2M |
| Joel Isaacson & Co., LLC | 0.17% | Add +9.4% | 39,397 | $4.2M |
| Baron Financial Group, LLC | 2.45% | Reduce -1.7% | 39,210 | $4.2M |
| BIP Wealth, LLC | 0.26% | Add +49.7% | 39,004 | $4.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2.5% | 38,274 | $4.1M |
| Manhattan West Asset Management, LLC | 0.94% | Reduce -1.2% | 38,185 | $4.1M |
| Ironwood Wealth Management, LLC. | 1.47% | Add +25.1% | 37,918 | $4.0M |
| MBM Wealth Consultants, LLC | 1.07% | Add +3.4% | 37,621 | $4.0M |
| Curbstone Financial Management Corp | 0.82% | Add +3.7% | 37,600 | $4.0M |
| Legacy Financial Group, Inc. | 1.18% | Reduce -11.5% | 37,577 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +178.0% | 37,497 | $4.0M |
| Symmetry Partners, LLC | 0.49% | Add +12.2% | 37,437 | $4.0M |
| Brown, Lisle/Cummings, Inc. | 1.05% | No change | 37,237 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +8.3% | 37,137 | $3.9M |
| Pine Harbor Wealth Management, LLC | 1.37% | Add +8.7% | 36,639 | $3.9M |
| K2 Financial Inc. | 3.40% | Reduce -6.5% | 36,170 | $3.9M |
| Mullooly Asset Management, Inc. | 1.62% | Reduce -3.4% | 36,201 | $3.8M |
| Apex Wealth Management, LLC | 3.02% | Reduce -0.2% | 35,345 | $3.8M |
| AMG National Trust Bank | 0.10% | Add +0.2% | 35,050 | $3.7M |
| Blair William & Co. | 0.01% | Add +5.2% | 34,535 | $3.7M |
| Factor Wealth Management LTD | 0.98% | Add +3.0% | 33,627 | $3.6M |
| NewEdge Wealth, LLC | 0.06% | Reduce -5.5% | 33,355 | $3.6M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -7.9% | 33,353 | $3.5M |
| Johnson Bixby & Associates, LLC | 0.48% | Add +0.7% | 33,148 | $3.5M |
| Meritage Portfolio Management | 0.22% | Reduce -3.6% | 33,036 | $3.5M |
| Avidian Wealth Enterprises, LLC | 0.14% | Reduce -1.0% | 32,929 | $3.5M |
| Signal Tree Financial Partners LLC | 3.01% | Add +22.9% | 32,912 | $3.5M |
| Old Mission Capital LLC | 0.09% | Reduce -61.6% | 32,289 | $3.4M |
| Horiko Capital Management LLC | 0.89% | Reduce -25.7% | 32,003 | $3.4M |
| Clearstead Advisors, LLC | 0.05% | Add +7.9% | 31,774 | $3.4M |
| James Investment Research, Inc. | 0.40% | Reduce -0.6% | 31,702 | $3.4M |
| Tidal Investments LLC | 0.02% | Reduce -1.4% | 31,554 | $3.3M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -0.0% | 31,178 | $3.3M |
| German American Bancorp, Inc. | 0.32% | Add +1.3% | 31,013 | $3.3M |
| Perigon Wealth Management, LLC | 0.08% | Add +24.1% | 30,996 | $3.3M |
| Sigma Planning Corp | 0.10% | Reduce -2.1% | 30,995 | $3.3M |
| Alhambra Investment Management LLC | 1.61% | Add +2.6% | 30,586 | $3.3M |
| North Dallas Bank & Trust Co. | 2.46% | — | 30,561 | $3.2M |
| Greenup Street Wealth Management LLC | 0.56% | Add +11.1% | 30,465 | $3.2M |
| LJI Wealth Management, LLC | 0.55% | Add +0.1% | 29,561 | $3.1M |
| Charles Schwab Trust Co | 0.23% | Reduce -32.6% | 29,346 | $3.1M |
| Wealth Architects, LLC | 0.32% | Add +2.9% | 29,234 | $3.1M |
| Exencial Wealth Advisors, LLC | 0.11% | Reduce -5.2% | 29,172 | $3.1M |
| Atria Investments, Inc | 0.04% | Add +24.6% | 28,837 | $3.1M |
| Choate Investment Advisors | 0.07% | New | 28,825 | $3.1M |
| Cascade Financial Partners, LLC | 0.37% | Add +4.8% | 28,812 | $3.1M |
| Cardiff Park Advisors, LLC | 0.26% | Reduce -3.4% | 28,246 | $3.0M |
| Naples Global Advisors, LLC | 0.25% | Add +6.8% | 27,860 | $3.0M |
| Spire Wealth Management | 0.11% | Reduce -24.8% | 27,672 | $2.9M |
| Highview Capital Management LLC | 1.13% | No change | 27,614 | $2.9M |
| Fonville Wealth Management LLC | 0.73% | Reduce -4.6% | 27,211 | $2.9M |
| Tompkins Financial Corp. | 0.26% | No change | 26,952 | $2.9M |
| Equita Financial Network, Inc. | 1.14% | Reduce -16.1% | 26,927 | $2.9M |
| Aspen Wealth Management LLC | 0.70% | Reduce -31.7% | 26,576 | $2.8M |
| UMB Bank, n.a. | 0.04% | Reduce -6.1% | 26,540 | $2.8M |
| SteelPeak Wealth, LLC | 0.11% | Reduce -4.9% | 26,480 | $2.8M |
| Safir Wealth Advisors, LLC | 2.02% | Reduce -3.3% | 25,929 | $2.8M |
| Omega Financial Group, LLC | 0.97% | Reduce -7.5% | 25,325 | $2.7M |
| NorthCoast Asset Management LLC | 0.01% | Add +11.0% | 25,126 | $2.7M |
| Fiduciary Trust Co | 0.03% | Add +24.0% | 24,619 | $2.6M |
| Farther Finance Advisors, LLC | 0.05% | Add +24.7% | 24,545 | $2.6M |
| Choreo, LLC | 0.04% | Add +103.5% | 24,506 | $2.6M |
| Savvy Advisors, Inc. | 0.17% | Add +27.2% | 24,377 | $2.6M |
| MAI Capital Management | 0.02% | Reduce -1.5% | 24,052 | $2.6M |
| Stone Summit Wealth LLC | 0.79% | Add +1.9% | 24,024 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -45.0% | 23,933 | $2.5M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +41.4% | 23,787 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -10.7% | 23,604 | $2.5M |
| RFG Advisory, LLC | 0.06% | Reduce -1.6% | 23,462 | $2.5M |
| Yeomans Consulting Group, Inc. | 1.03% | Add +4.0% | 23,403 | $2.5M |
| Unison Advisors LLC | 0.28% | Add +0.0% | 23,262 | $2.5M |
| Penney Financial, LLC | 1.25% | Add +0.6% | 23,205 | $2.5M |
| BCO Wealth Management LLC | 1.76% | Add +11.0% | 23,177 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.0% | 23,151 | $2.5M |
| Smith & Howard Wealth Management, LLC | 0.62% | Reduce -20.7% | 22,850 | $2.4M |
| FC Advisory LLC | 0.75% | Add +32.4% | 22,785 | $2.4M |
| May Hill Capital, LLC | 0.78% | Reduce -24.2% | 22,325 | $2.4M |
| Sagespring Wealth Partners, LLC | 0.05% | Add +13.0% | 21,922 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -21.5% | 21,819 | $2.3M |
| Kwmg, LLC | 0.22% | Reduce -17.3% | 21,691 | $2.3M |
| Rogco, LP | 0.87% | Add +0.2% | 21,668 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.42% | Reduce -11.2% | 21,649 | $2.3M |
| Compound Planning, Inc. | 0.09% | Add +43.1% | 21,608 | $2.3M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -0.6% | 21,367 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.70% | Reduce -0.3% | 21,237 | $2.3M |
| Confluence Wealth Services, Inc. | 0.12% | Reduce -2.0% | 21,211 | $2.3M |
| Mayport, LLC | 0.54% | No change | 21,201 | $2.3M |
| Principal Securities, Inc. | 0.04% | Add +8.3% | 21,127 | $2.2M |
| Simon Quick Advisors, LLC | 0.11% | Add +58.1% | 20,732 | $2.2M |
| Allstate Corp. | 0.16% | New | 20,644 | $2.2M |
| Narus Financial Partners, LLC | 0.67% | Add +0.5% | 20,132 | $2.1M |
| Bonfire Financial | 1.75% | Add +33.7% | 20,037 | $2.1M |
| Ade, LLC | 1.12% | Reduce -19.3% | 19,723 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +105.3% | 19,708 | $2.1M |
| Altiora Financial Group, LLC | 0.41% | Add +70.0% | 19,512 | $2.1M |
| Carr Financial Group Corp | 0.61% | Add +1.8% | 19,462 | $2.1M |
| Red Tortoise LLC | 1.01% | Add +142.6% | 19,420 | $2.1M |
| Evensky & Katz LLC | 0.13% | Reduce -13.4% | 19,379 | $2.1M |
| Ally Invest Advisors Inc. | 0.16% | Add +7.5% | 19,123 | $2.0M |
| 1620 Investment Advisors, Inc. | 1.46% | Add +0.5% | 18,985 | $2.0M |
| Apexium Financial, LP | 0.11% | Reduce -2.5% | 18,914 | $2.0M |
| McBroom & Associates, LLC | 1.14% | No change | 18,843 | $2.0M |
| Midwestern Financial, LLC | 1.86% | — | 18,619 | $2.0M |
| Premier Path Wealth Partners, LLC | 0.27% | Reduce -8.3% | 18,457 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +6.0% | 18,354 | $2.0M |
| FLC Capital Advisors | 0.40% | Add +4.9% | 18,399 | $2.0M |
| Sigma Investment Counselors Inc. | 0.11% | Reduce -16.6% | 18,227 | $1.9M |
| ARK & TLK Investments, LLC | 0.62% | Add +1.3% | 18,175 | $1.9M |
| Smith Thornton Advisors LLC | 1.11% | Reduce -12.6% | 18,168 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.09% | Reduce -2.0% | 18,148 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.25% | Add +0.8% | 18,135 | $1.9M |
| Allegheny Financial Group | 0.43% | Add +3.6% | 18,052 | $1.9M |
| Bridge Generations Wealth Management LLC | 1.16% | No change | 18,025 | $1.9M |
| &partners | 0.01% | Reduce -2.8% | 18,024 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.15% | Reduce -6.9% | 17,914 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -30.8% | 17,840 | $1.9M |
| Foronjy Financial LLC | 0.89% | — | 17,800 | $1.9M |
| Bessemer Group Inc. | 0.00% | Add +4.4% | 17,696 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Add +4.2% | 17,574 | $1.9M |
| Skyline Advisors, Inc. | 0.69% | New | 17,496 | $1.9M |
| Advus Financial Partners, LLC | 0.47% | Reduce -2.9% | 17,462 | $1.9M |
| Apeiron RIA LLC | 0.47% | Add +0.3% | 17,332 | $1.8M |
| Accredited Investor Services, LLC | 1.39% | Reduce -2.5% | 17,239 | $1.8M |
| Syntegra Private Wealth Group, LLC | 0.19% | Add +175.7% | 17,056 | $1.8M |
| NDWM LLC | 1.32% | Add +219.7% | 16,907 | $1.8M |
| Plancorp, LLC | 0.06% | Add +26.7% | 16,748 | $1.8M |
| Legacy Private Trust Co. | 0.12% | Add +35.1% | 16,736 | $1.8M |
| Pines Wealth Management, LLC | 0.63% | Add +7.0% | 16,709 | $1.8M |
| Edgestream Partners, L.P. | 0.05% | Add +30.7% | 16,600 | $1.8M |
| Bangor Savings Bank | 0.16% | Add +0.3% | 16,555 | $1.8M |
| Galvin, Gaustad & Stein, LLC | 0.15% | Add +8.0% | 16,512 | $1.8M |
| KFA Private Wealth Group, LLC | 0.54% | Add +39.2% | 16,365 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +7.3% | 16,337 | $1.7M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -2.2% | 16,242 | $1.7M |
| Trivium Point Advisory, LLC | 0.19% | Add +14.1% | 16,200 | $1.7M |
| DT Investment Partners, LLC | 0.15% | Reduce -57.0% | 16,138 | $1.7M |
| Orin Green Financial, LLC | 0.72% | Reduce -11.6% | 16,100 | $1.7M |
| Wedmont Private Capital | 0.07% | Reduce -0.4% | 16,072 | $1.7M |
| Juncture Wealth Strategies, LLC | 0.61% | Add +41.1% | 16,061 | $1.7M |
| Rehmann Capital Advisory Group | 0.10% | Reduce -3.2% | 16,003 | $1.7M |
| Soltis Investment Advisors LLC | 0.13% | Reduce -4.7% | 15,878 | $1.7M |
| IAM Advisory, LLC | 0.40% | Reduce -0.2% | 15,748 | $1.7M |
| New Vernon Capital Holdings II LLC | 0.80% | New | 15,674 | $1.7M |
| Brewster Financial Planning LLC | 1.12% | Add +10.6% | 15,596 | $1.7M |
| Wiser Wealth Management, Inc | 0.41% | Reduce -0.9% | 15,476 | $1.6M |
| Cypress Capital Group | 0.20% | Add +5.2% | 15,316 | $1.6M |
| Advisory Alpha, LLC | 0.05% | Add +0.3% | 15,290 | $1.6M |
| McNaughton Wealth Management, LLC | 0.72% | Add +12.6% | 15,181 | $1.6M |
| Greenwood Gearhart LLC | 0.10% | Reduce -0.3% | 15,000 | $1.6M |
| Avant Financial Advisors LLC | 1.31% | Add +7.1% | 14,996 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -34.1% | 14,979 | $1.6M |
| Main Line Retirement Advisors, LLC | 0.90% | Add +5.2% | 14,918 | $1.6M |
| Meridian Wealth Management, LLC | 0.07% | Add +23.4% | 14,601 | $1.6M |
| L.K. Benson & Company, P.C. | 0.95% | Add +0.8% | 14,505 | $1.5M |
| Chicago Partners Investment Group LLC | 0.04% | Add +2.4% | 14,470 | $1.5M |
| McAdam, LLC | 0.08% | Reduce -4.4% | 14,432 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -7.9% | 13,949 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.14% | Reduce -8.8% | 13,935 | $1.5M |
| Roth Financial Partners LLC | 0.53% | Add +40.1% | 13,830 | $1.5M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -7.1% | 13,818 | $1.5M |
| GenTrust, LLC | 0.07% | Reduce -51.3% | 13,724 | $1.5M |
| Pure Financial Advisors, LLC | 0.03% | Add +20.7% | 13,708 | $1.5M |
| Sofi Wealth, LLC | 0.09% | Add +18.7% | 13,659 | $1.5M |
| Maryland Capital Advisors Inc. | 0.57% | Add +22.0% | 13,637 | $1.5M |
| Godshalk Welsh Capital Management, Inc. | 0.89% | Reduce -2.1% | 13,625 | $1.4M |
| Seaside Wealth Management, Inc. | 0.46% | Reduce -6.3% | 13,625 | $1.4M |
| American National Bank & Trust | 0.15% | Reduce -5.6% | 13,547 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +77.6% | 13,503 | $1.4M |
| True Link Financial Advisors, LLC | 0.10% | Add +2.6% | 13,470 | $1.4M |
| Rockbridge Investment Management, LCC | 0.15% | Add +0.0% | 13,254 | $1.4M |
| Hobart Private Capital, LLC | 0.32% | Add +118.1% | 13,254 | $1.4M |
| FSM Wealth Advisors, LLC | 0.23% | New | 13,241 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | No change | 13,185 | $1.4M |
| Human Investing LLC | 0.22% | Reduce -2.3% | 12,973 | $1.4M |
| Dohj, LLC | 0.40% | New | 13,077 | $1.4M |
| First Heartland Consultants, Inc. | 0.12% | New | 12,927 | $1.4M |
| Beacon Harbor Wealth Advisors, Inc. | 0.34% | Reduce -1.9% | 12,911 | $1.4M |
| Destination Wealth Management | 0.04% | Add +52.4% | 12,883 | $1.4M |
| FMR LLC | 0.00% | Add +62.7% | 12,738 | $1.4M |
| Certior Financial Group, LLC | 1.04% | Add +4.7% | 12,707 | $1.4M |
| Summit Financial, LLC | 0.03% | Add +0.2% | 12,690 | $1.3M |
| Running Point Capital Advisors, LLC | 0.37% | Add +3.1% | 12,679 | $1.3M |
| Quantinno Capital Management LP | 0.01% | Reduce -4.5% | 12,669 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.11% | — | 12,657 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.22% | Add +1.1% | 12,636 | $1.3M |
| Debussy Capital Management LP | 0.20% | No change | 12,617 | $1.3M |
| WJ Wealth Management, LLC | 0.42% | Add +18.9% | 12,598 | $1.3M |
| Financial Strategies Group, Inc. | 0.28% | Add +5.4% | 12,561 | $1.3M |
| Nwam LLC | 0.08% | Reduce -7.7% | 12,511 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Add +0.4% | 12,258 | $1.3M |
| Arkfeld Wealth Strategies, L.L.C. | 0.51% | Reduce -0.9% | 12,162 | $1.3M |
| Avid Wealth Partners LLC | 0.73% | Add +29.5% | 12,072 | $1.3M |
| Kings Path Partners LLC | 0.51% | Add +7.2% | 11,997 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -9.6% | 11,963 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.16% | Add +90.1% | 11,884 | $1.3M |
| Webster Bank, N. A. | 0.13% | Reduce -13.8% | 11,840 | $1.3M |
| Amplius Wealth Advisors, LLC | 0.12% | New | 11,808 | $1.3M |
| Evernest Financial Advisors, LLC | 0.41% | Add +11.9% | 11,780 | $1.3M |
| Colton Groome Financial Advisors, LLC | 0.42% | Reduce -7.1% | 11,731 | $1.2M |
| Austin Private Wealth, LLC | 0.10% | Reduce -63.2% | 11,616 | $1.2M |
| BlackRock, Inc. | 0.00% | Reduce -56.9% | 11,603 | $1.2M |
| First National Trust Co | 0.05% | Reduce -7.5% | 11,537 | $1.2M |
| Exchange Capital Management, Inc. | 0.18% | Add +0.8% | 11,487 | $1.2M |
| Montag A & Associates Inc. | 0.06% | Reduce -8.5% | 11,480 | $1.2M |
| Pinney & Scofield, Inc. | 0.82% | No change | 11,450 | $1.2M |
| IFG Advisors, LLC | 0.20% | Add +7.8% | 11,415 | $1.2M |
| Bank of Hawaii | 0.06% | New | 11,395 | $1.2M |
| Orange Investment Advisors, Inc. | 0.13% | No change | 11,278 | $1.2M |
| Intergy Private Wealth, LLC | 0.40% | Reduce -0.0% | 11,160 | $1.2M |
| Becker Capital Management Inc. | 0.04% | Reduce -63.8% | 11,117 | $1.2M |
| Vertex Planning Partners, LLC | 0.24% | Add +2.9% | 10,949 | $1.2M |
| Bull Street Advisors, LLC | 0.55% | No change | 10,825 | $1.2M |
| Dynamic Wealth Strategies, LLC | 0.83% | Add +65.7% | 10,779 | $1.1M |
| Certus Wealth Management, LLC | 0.74% | No change | 10,738 | $1.1M |
| Boltwood Capital Management | 0.32% | Reduce -5.8% | 10,735 | $1.1M |
| Smartleaf Asset Management LLC | 0.10% | Add +16.5% | 10,701 | $1.1M |
| RCS Financial Planning, LLC | 0.56% | Add +59.7% | 10,684 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -4.8% | 10,601 | $1.1M |
| Keebeck Wealth Management | 0.15% | Add +7.7% | 10,578 | $1.1M |
| Exchange Bank | 0.88% | Add +20.6% | 10,435 | $1.1M |
| Diversified Enterprises, LLC | 0.08% | Add +1.2% | 10,325 | $1.1M |
| Trustmark Bank Trust Department | 0.08% | No change | 10,235 | $1.1M |
| Sunbeam Capital Management, LLC | 0.82% | Add +0.0% | 10,204 | $1.1M |
| Stewardship Advisors, LLC | 0.27% | Add +60.4% | 10,135 | $1.1M |
| TruNorth Capital Management, LLC | 0.24% | No change | 10,070 | $1.1M |
| Cosner Financial Group, LLC | 0.59% | No change | 9,977 | $1.1M |
| New World Advisors LLC | 0.22% | Add +0.5% | 9,920 | $1.1M |
| Clarus Group, Inc. | 0.39% | Reduce -0.1% | 9,888 | $1.1M |
| Brady Martz Wealth Solutions, LLC | 0.20% | Add +0.5% | 9,672 | $1.0M |
| United Advisor Group, LLC | 0.18% | Add +385.0% | 9,545 | $1.0M |
| CGN Advisors LLC | 0.09% | Add +0.0% | 9,404 | $1.0M |
| CVA Family Office, LLC | 0.14% | No change | 9,346 | $994K |
| MainStreet Investment Advisors LLC | 0.14% | Add +32.8% | 9,344 | $994K |
| Scott Capital Advisors, LLC | 0.27% | Add +9.4% | 9,314 | $991K |
| Cornerstone Financial Group, LLC | 0.83% | Add +0.1% | 9,234 | $982K |
| ORG Partners LLC | 0.21% | Reduce -1.6% | 9,188 | $981K |
| Patten & Patten Inc. | 0.06% | Reduce -17.3% | 9,195 | $978K |
| Keybank National Association | 0.00% | Reduce -9.1% | 9,145 | $972K |
| Shore Point Advisors, LLC | 0.47% | Reduce -2.7% | 9,134 | $971K |
| Physician Wealth Advisors, Inc. | 0.15% | Add +3.3% | 9,112 | $969K |
| Timonier Family Office, LTD. | 0.36% | Add +60.6% | 9,101 | $968K |
| Jordan Park Group LLC | 0.06% | Reduce -52.2% | 9,080 | $966K |
| Ethos Financial Group, LLC | 0.08% | Add +26.9% | 9,077 | $965K |
| Rosenberg Matthew Hamilton | 0.22% | Reduce -35.0% | 8,932 | $950K |
| Edgemoor Investment Advisors, Inc. | 0.08% | Add +196.6% | 8,853 | $941K |
| Fragasso Financial Advisors Inc | 0.06% | No change | 8,817 | $938K |
| ARS Wealth Advisors Group, LLC | 0.11% | No change | 8,800 | $936K |
| CX Institutional | 0.03% | No change | 8,788 | $935K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +29.9% | 8,749 | $930K |
| BNP Paribas Financial Markets | 0.00% | New | 8,748 | $930K |
| C M Bidwell & Associates Ltd. | 0.48% | Reduce -10.8% | 8,728 | $928K |
| Creative Financial Designs Inc. | 0.07% | Reduce -20.5% | 8,677 | $923K |
| Chatham Capital Group, Inc. | 0.14% | No change | 8,675 | $923K |
| St Germain D J Co. Inc. | 0.04% | Add +11.0% | 8,543 | $908K |
| TriaGen Wealth Management LLC | 0.28% | No change | 8,541 | $908K |
| L2 Asset Management, LLC | 0.15% | New | 8,517 | $906K |
| Joel Adams & Associates, Inc. | 0.80% | Add +0.6% | 8,471 | $901K |
| Lido Advisors, LLC | 0.00% | Add +8.2% | 8,453 | $899K |
| IFP Advisors, Inc | 0.03% | Add +7.6% | 8,405 | $894K |
| Postrock Partners LLC | 0.43% | No change | 8,400 | $893K |
| Prairiewood Capital, LLC | 0.33% | No change | 8,322 | $885K |
| W.H. Cornerstone Investments Inc. | 0.56% | Add +0.6% | 8,284 | $881K |
| Everhart Financial Group, Inc. | 0.10% | Reduce -14.9% | 8,212 | $873K |
| Flagstar Securities, Inc. | 0.24% | Reduce -3.7% | 8,204 | $872K |
| Aviance Capital Partners, LLC | 0.11% | Add +0.0% | 8,187 | $871K |
| Objective Capital Management, LLC | 0.97% | Add +36.8% | 8,082 | $859K |
| Wealthfront Advisers LLC | 0.00% | Add +117.4% | 8,065 | $858K |
| Central Pacific Bank - Trust Division | 0.11% | Add +15.7% | 8,005 | $851K |
| NBT Bank, N.A. | 0.06% | No change | 7,955 | $846K |
| Aletheian Wealth Advisors LLC | 0.41% | Add +0.8% | 7,922 | $842K |
| StoneX Group Inc. | 0.04% | Add +15.6% | 7,920 | $842K |
| RiverFront Investment Group, LLC | 0.02% | New | 7,907 | $841K |
| First Affirmative Financial Network | 0.43% | Reduce -5.0% | 7,884 | $838K |
| Brighton Jones LLC | 0.02% | Reduce -5.9% | 7,833 | $833K |
| Total Wealth Planning, LLC | 0.10% | Reduce -6.9% | 7,790 | $828K |
| Sonata Capital Group Inc. | 0.33% | Add +25.1% | 7,736 | $823K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -23.8% | 7,736 | $823K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -4.6% | 7,627 | $811K |
| IFG Advisory, LLC | 0.04% | Add +24.3% | 7,607 | $809K |
| Cary Street Partners Financial LLC | 0.02% | Add +3.9% | 7,606 | $809K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.92% | No change | 7,593 | $807K |
| Vista Investment Management | 0.30% | No change | 7,588 | $807K |
| Plum Street Advisors, LLC | 0.35% | Add +13.8% | 7,520 | $800K |
| WealthShield Partners, LLC | 0.10% | Add +5.5% | 7,505 | $798K |
| Rock Point Advisors, LLC | 0.22% | Add +2.0% | 7,495 | $797K |
| Strategic Blueprint, LLC | 0.04% | Reduce -1.5% | 7,457 | $793K |
| Dravo Bay LLC | 0.38% | Reduce -1.7% | 7,448 | $792K |
| Garde Capital, Inc. | 0.04% | No change | 7,368 | $784K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +4.0% | 7,285 | $775K |
| BWM Planning, LLC | 0.27% | Reduce -0.7% | 7,285 | $775K |
| Graypoint LLC | 0.04% | Reduce -9.2% | 7,232 | $769K |
| Sax Wealth Advisors, LLC | 0.05% | Add +49.0% | 7,218 | $768K |
| Efficient Advisors, LLC | 0.05% | Reduce -61.3% | 7,202 | $766K |
| Zacks Investment Management | 0.01% | Reduce -23.3% | 7,154 | $761K |
| Rockport Wealth LLC | 0.18% | New | 7,150 | $760K |
| Equitable Holdings, Inc. | 0.01% | Add +60.1% | 7,051 | $750K |
| YHB Investment Advisors, Inc. | 0.06% | Add +2.4% | 7,045 | $749K |
| Trinity Wealth Management, LLC | 0.30% | Reduce -2.1% | 7,011 | $746K |
| Westover Capital Advisors, LLC | 0.15% | Reduce -6.8% | 6,999 | $744K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -7.3% | 6,969 | $741K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Reduce -0.9% | 6,956 | $740K |
| Investment Planning Advisors, Inc. | 0.26% | Add +27.1% | 6,936 | $738K |
| Discipline Wealth Solutions, LLC | 0.28% | New | 6,894 | $733K |
| Private Client Services, LLC | 0.29% | New | 6,887 | $732K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -2.3% | 6,863 | $730K |
| Compass Financial Group, Inc. | 0.36% | Add +7.4% | 6,842 | $728K |
| Jacobson & Schmitt Advisors, LLC | 0.13% | New | 6,829 | $726K |
| Tilson Financial Group, Inc. | 0.27% | Add +1.2% | 6,813 | $724K |
| Investment Partners, LTD. | 0.27% | New | 6,803 | $723K |
| Revolve Wealth Partners, LLC | 0.09% | No change | 6,756 | $718K |
| Capital Investment Services of America, Inc. | 0.07% | No change | 6,750 | $718K |
| Hill Island Financial LLC | 0.20% | Reduce -29.9% | 6,689 | $711K |
| Waldron Private Wealth LLC | 0.03% | Add +69.7% | 6,679 | $710K |
| Continuum Advisory, LLC | 0.09% | Add +0.6% | 6,659 | $708K |
| Dean Investment Associates, LLC | 0.10% | No change | 6,650 | $707K |
| Benjamin Edwards Inc. | 0.01% | Add +60.6% | 6,581 | $700K |
| Atlatl Advisers LLC | 0.32% | Reduce -3.0% | 6,416 | $682K |
| Strategic Financial Services, Inc. | 0.04% | Add +86.8% | 6,392 | $680K |
| Florida Financial Advisors, LLC | 0.16% | Add +193.9% | 6,386 | $679K |
| FF Advisors,LLC | 0.35% | Add +0.1% | 6,382 | $679K |
| One Wealth Advisors, LLC | 0.09% | Reduce -0.9% | 6,333 | $673K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -3.6% | 6,326 | $673K |
| Gould Asset Management LLC | 0.13% | New | 6,300 | $670K |
| Hilltop Partners LLC | 0.20% | Reduce -1.5% | 6,217 | $661K |
| DAVENPORT & Co LLC | 0.00% | Reduce -20.3% | 6,193 | $659K |
| Stratos Investment Management, LLC | 0.03% | Add +70.4% | 6,142 | $653K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.6% | 6,101 | $649K |
| Synergy Investment Management, LLC | 0.39% | Reduce -2.0% | 6,097 | $648K |
| Tyche Wealth Partners LLC | 0.13% | Add +41.8% | 6,077 | $646K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +119.0% | 6,067 | $645K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +43.4% | 6,054 | $644K |
| Swmg, LLC | 0.22% | Reduce -0.5% | 6,028 | $643K |
| Root Financial Partners, LLC | 0.06% | Add +69.7% | 6,004 | $638K |
| Caliber Wealth Management, LLC / KS | 0.07% | Reduce -13.8% | 5,995 | $637K |
| VestGen Advisors, LLC | 0.03% | Add +29.3% | 5,961 | $636K |
| TAGStone Capital, Inc. | 0.26% | Add +0.4% | 5,936 | $634K |
| Triad Wealth Partners, LLC | 0.13% | Add +58.5% | 5,956 | $633K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -11.7% | 5,954 | $633K |
| Aspen Wealth Strategies, LLC | 0.38% | Add +22.0% | 5,952 | $633K |
| Novem Group | 0.08% | Add +11.6% | 5,938 | $631K |
| Citizens & Northern Corp. | 0.17% | No change | 5,929 | $630K |
| Code Waechter LLC | 0.45% | No change | 5,893 | $627K |
| Oak Family Advisors, LLC | 0.23% | New | 5,885 | $626K |
| My Legacy Advisors, LLC | 0.22% | Add +54.3% | 5,826 | $620K |
| AQR Capital Management | 0.00% | No change | 5,709 | $607K |
| Libra Wealth LLC | 0.20% | No change | 5,699 | $606K |
| Orgel Wealth Management, LLC | 0.01% | Add +6.3% | 5,690 | $605K |
| Parkside Financial Bank & Trust | 0.06% | Add +163.8% | 5,637 | $599K |
| Harbour Investments, Inc. | 0.02% | Add +6.4% | 5,609 | $597K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +3.5% | 5,565 | $592K |
| Petra Financial Advisors Inc. | 0.37% | Reduce -0.3% | 5,551 | $590K |
| SP Asset Management LLC | 0.05% | Add +0.6% | 5,543 | $589K |
| Crewe Advisors LLC | 0.08% | No change | 5,535 | $589K |
| Wingate Wealth Advisors, Inc. | 0.52% | Reduce -9.8% | 5,477 | $582K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.0% | 5,416 | $576K |
| Silver Oak Wealth Advisors Services, LLC | 0.41% | Reduce -1.0% | 5,411 | $575K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +0.9% | 5,383 | $572K |
| Colonial Trust Co / SC | 0.08% | Add +10.7% | 5,366 | $571K |
| Princeton Global Asset Management LLC | 0.10% | Reduce -6.7% | 5,330 | $567K |
| LeConte Wealth Management, LLC | 0.38% | New | 5,326 | $566K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -6.8% | 5,297 | $563K |
| Lineweaver Wealth Advisors, LLC | 0.09% | Add +10.2% | 5,208 | $554K |
| Longview Financial Advisors LLC | 0.35% | Reduce -8.6% | 5,190 | $552K |
| Csenge Advisory Group | 0.03% | Reduce -1.6% | 5,166 | $547K |
| Capasso Planning Partners LLC | 0.31% | Reduce -10.5% | 5,131 | $546K |
| Rialto Wealth Management, LLC | 0.15% | Add +0.5% | 5,126 | $545K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -51.0% | 5,119 | $544K |
| Gradient Investments LLC | 0.01% | New | 5,119 | $544K |
| WBH Advisory Inc. | 0.05% | Add +7.2% | 5,109 | $543K |
| Whittier Trust Co. | 0.01% | No change | 5,059 | $538K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -0.9% | 5,028 | $535K |
| CWA Asset Management Group, LLC | 0.02% | No change | 5,031 | $535K |
| Power Wealth Management LLC | 0.21% | Reduce -5.3% | 5,026 | $534K |
| Onyx Bridge Wealth Group LLC | 0.07% | Add +0.6% | 5,025 | $534K |
| Colonial Trust Advisors | 0.04% | No change | 5,020 | $534K |
| Hunter Associates Investment Management LLC | 0.08% | No change | 5,000 | $532K |
| Helium Advisors LLC | 0.34% | Add +5.0% | 4,984 | $530K |
| Berger Financial Group, Inc | 0.03% | Add +0.1% | 4,957 | $527K |
| Chesapeake Wealth Management | 0.18% | No change | 4,950 | $526K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +8.2% | 4,939 | $525K |
| Croban | 0.45% | Reduce -12.7% | 4,926 | $524K |
| 1900 Wealth Management LLC | 0.04% | Reduce -10.7% | 4,925 | $524K |
| CoreCap Advisors, LLC | 0.02% | Add +11.2% | 4,907 | $522K |
| Essex Financial Services, Inc. | 0.03% | No change | 4,879 | $519K |
| Haverford Trust Co | 0.00% | No change | 4,762 | $506K |
| Elevate Wealth Advisory, Inc. | 0.36% | Reduce -1.9% | 4,710 | $501K |
| Madison Wealth Partners, Inc | 0.11% | Reduce -2.1% | 4,694 | $499K |
| ArborFi Advisors, LLC | 0.44% | Add +41.1% | 4,669 | $497K |
| Axxcess Wealth Management, LLC | 0.01% | Add +9.3% | 4,631 | $492K |
| Gibbs Wealth Management | 0.09% | Add +82.5% | 4,615 | $491K |
| Washington Trust Bank | 0.04% | New | 4,590 | $488K |
| Berkshire Asset Management LLC | 0.02% | No change | 4,524 | $481K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -17.1% | 4,507 | $479K |
| Maia Wealth LLC | 0.09% | Add +31.4% | 4,452 | $473K |
| Rede Wealth, LLC | 0.17% | Reduce -24.8% | 4,432 | $471K |
| Tru Independence Asset Management 2, LLC | 0.32% | No change | 4,387 | $467K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 4,350 | $463K |
| Procyon Advisors, LLC | 0.04% | Add +6.0% | 4,313 | $459K |
| LaFleur & Godfrey LLC | 0.06% | No change | 4,310 | $458K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -27.9% | 4,290 | $456K |
| Flagship Private Wealth, LLC | 0.19% | No change | 4,264 | $453K |
| WPG Advisers, LLC | 0.38% | Reduce -8.6% | 4,255 | $452K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 4,255 | $452K |
| Stephens Inc. | 0.01% | New | 4,253 | $452K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -6.9% | 4,239 | $451K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 4,226 | $450K |
| Envision Financial LLC | 0.30% | Add +44.0% | 4,175 | $444K |
| Marshall Financial Group, LLC | 0.09% | Add +12.1% | 4,160 | $442K |
| Jessup Wealth Management, Inc | 0.18% | No change | 4,132 | $439K |
| BCGM Wealth Management, LLC | 0.12% | Reduce -4.8% | 4,126 | $439K |
| Armor Investment Advisors, LLC | 0.17% | Add +13.1% | 4,120 | $438K |
| Cannon Wealth Management Services, LLC | 0.36% | Add +0.5% | 4,116 | $438K |
| Mezzasalma Advisors, LLC | 0.13% | Reduce -1.6% | 4,115 | $438K |
| Riversedge Advisors, LLC | 0.08% | Reduce -0.2% | 4,074 | $433K |
| White Pine Capital LLC | 0.14% | Add +12.4% | 4,065 | $432K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.3% | 4,054 | $431K |
| Park Place Capital Corp | 0.10% | Reduce -8.7% | 4,055 | $431K |
| Global Retirement Partners, LLC | 0.01% | — | 4,022 | $428K |
| Team Financial Group, LLC | 0.21% | Add +89.3% | 4,018 | $427K |
| Waller Financial Planning Group, Inc. | 0.10% | Add +0.1% | 4,000 | $425K |
| HCR Wealth Advisors | 0.05% | No change | 4,000 | $425K |
| Aerodigm Wealth, LLC | 0.20% | No change | 3,950 | $420K |
| Bernardo Wealth Planning LLC | 0.09% | Reduce -8.8% | 3,886 | $413K |
| Capstone Capital LLC | 0.30% | Reduce -4.4% | 3,862 | $411K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -9.9% | 3,861 | $411K |
| Jacobi Capital Management LLC | 0.03% | Reduce -33.3% | 3,854 | $410K |
| Probity Advisors, Inc. | 0.07% | Reduce -30.4% | 3,824 | $407K |
| True North Advisors, LLC | 0.08% | No change | 3,816 | $406K |
| Traction Financial Partners, LLC | 0.27% | Reduce -1.3% | 3,801 | $404K |
| South Plains Financial, Inc. | 0.28% | No change | 3,796 | $404K |
| Warner Financial, Inc. | 0.17% | No change | 3,784 | $402K |
| Wealthcare Capital Partners, LLC | 0.20% | Reduce -0.7% | 3,748 | $399K |
| Cannon Financial Strategists, Inc. | 0.06% | New | 3,738 | $397K |
| Grandfield & Dodd, LLC | 0.02% | No change | 3,735 | $397K |
| 1834 Investment Advisors Co. | 0.05% | Add +17.5% | 3,710 | $395K |
| Client 1ST Advisory Group, LLC | 0.14% | No change | 3,707 | $394K |
| Guardian Asset Advisors, LLC | 0.23% | Add +0.5% | 3,700 | $393K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +10.5% | 3,691 | $393K |
| Foster & Motley Inc. | 0.02% | Reduce -12.3% | 3,690 | $392K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +44.1% | 3,683 | $392K |
| Stephen J. Garry & Associates, LLC | 0.34% | Reduce -15.5% | 3,667 | $390K |
| Liberty Square Wealth Partners LLC | 0.13% | No change | 3,630 | $386K |
| NCM Capital Management, LLC | 0.16% | New | 3,596 | $384K |
| Centurion Wealth Management LLC | 0.11% | Reduce -7.5% | 3,605 | $383K |
| ShoreHaven Wealth Partners, LLC | 0.16% | Add +7.3% | 3,562 | $379K |
| Collaborative Wealth Managment Inc. | 0.17% | Add +5.0% | 3,557 | $378K |
| Steel Grove Capital Advisors, LLC | 0.04% | No change | 3,540 | $376K |
| Neuberger Berman Group LLC | 0.00% | New | 3,539 | $376K |
| Rovin Capital /Ut/ | 0.11% | New | 3,525 | $375K |
| Foundations Investment Advisors, LLC | 0.01% | Add +25.0% | 3,524 | $375K |
| Balanced Rock Investment Advisors LLC | 0.29% | Reduce -6.7% | 3,516 | $374K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -31.8% | 3,504 | $373K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -4.0% | 3,501 | $372K |
| Summit Wealth Partners, LLC | 0.07% | Add +0.3% | 3,424 | $364K |
| Hayek Kallen Investment Management | 0.12% | No change | 3,425 | $364K |
| Midwest Trust Co | 0.01% | — | 3,421 | $364K |
| High Falls Advisors, Inc | 0.08% | Reduce -17.0% | 3,387 | $360K |
| Heritage Wealth Management, Inc. | 0.27% | No change | 3,371 | $358K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 3,358 | $357K |
| Studio Investment Management LLC | 0.07% | Reduce -63.7% | 3,346 | $356K |
| XML Financial, LLC | 0.03% | Add +40.4% | 3,310 | $352K |
| MidAtlantic Capital Management, Inc. | 0.25% | Reduce -46.3% | 3,299 | $351K |
| Traveka Wealth, LLC | 0.19% | No change | 3,296 | $350K |
| Kathleen S. Wright Associates Inc. | 0.14% | No change | 3,293 | $350K |
| Financial Partners Group, LLC | 0.13% | New | 3,290 | $350K |
| Riverbend Wealth Management, LLC | 0.26% | New | 3,285 | $349K |
| Ballast Advisors LLC | 0.10% | No change | 3,268 | $348K |
| Tsfg, LLC | 0.06% | No change | 3,238 | $344K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -54.3% | 3,211 | $342K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +43.2% | 3,211 | $341K |
| Rodgers & Associates, LTD | 0.04% | New | 3,200 | $340K |
| Sage Financial Management Group, Inc. | 0.12% | Reduce -49.2% | 3,172 | $337K |
| Horst & Graben Wealth Management LLC | 0.06% | Add +0.6% | 3,159 | $336K |
| XY Planning Network, Inc. | 0.11% | Reduce -3.5% | 3,156 | $336K |
| West Michigan Advisors, LLC | 0.09% | Reduce -0.7% | 3,155 | $336K |
| AE Wealth Management LLC | 0.00% | Reduce -0.6% | 3,149 | $335K |
| Apollon Wealth Management, LLC | 0.01% | New | 3,126 | $332K |
| Foster Group, Inc. | 0.01% | Add +25.8% | 3,098 | $329K |
| Portfolio Design Labs, LLC | 0.06% | New | 3,060 | $325K |
| Agate Pass Investment Management, LLC | 0.13% | No change | 3,048 | $324K |
| Pure Portfolios Holdings LLC | 0.11% | Add +57.7% | 3,036 | $323K |
| Blue Trust, Inc. | 0.00% | Add +10331.0% | 3,025 | $322K |
| Wealthspire Retirement, LLC | 0.02% | New | 3,005 | $320K |
| Busey Bank | 0.01% | Reduce -16.6% | 3,000 | $319K |
| Everett Harris & Co. | 0.00% | No change | 3,000 | $319K |
| HB Wealth Management, LLC | 0.00% | New | 3,000 | $319K |
| Heritage Investors Management Corp. | 0.01% | No change | 3,000 | $319K |
| Lanark Financial, Inc. | 0.03% | Add +26.9% | 2,990 | $317K |
| Alta Wealth Advisors LLC | 0.15% | No change | 2,966 | $315K |
| Atlas Legacy Advisors, LLC | 0.07% | Add +37.8% | 2,957 | $314K |
| CAP Partners, LLC | 0.20% | Add +3.5% | 2,940 | $313K |
| Legacy Financial Strategies, LLC | 0.06% | Add +0.2% | 2,938 | $312K |
| Wise Wealth Partners | 0.52% | Add +0.6% | 2,938 | $312K |
| Integris Wealth Management, LLC | 0.08% | No change | 2,927 | $311K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +13.7% | 2,917 | $310K |
| Kovack Advisors, Inc. | 0.03% | No change | 2,916 | $310K |
| Brighton Securities Corp. | 0.17% | Add +0.2% | 2,908 | $309K |
| Brown Advisory Inc. | 0.00% | New | 2,884 | $307K |
| Smith Anglin Financial, LLC | 0.03% | Reduce -1.4% | 2,865 | $305K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -56.0% | 2,851 | $304K |
| XTX Topco Ltd | 0.01% | Add +28.5% | 2,840 | $302K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.5% | 2,736 | $291K |
| Diversify Advisory Services, LLC | 0.01% | Add +10.3% | 2,706 | $289K |
| Strive Asset Management, LLC | 0.17% | Add +3.9% | 2,716 | $289K |
| IHT Wealth Management, LLC | 0.01% | Reduce -46.9% | 2,715 | $289K |
| Hills Bank & Trust Co | 0.02% | No change | 2,702 | $287K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | Reduce -1.8% | 2,694 | $286K |
| Keyvantage Wealth, LLC | 0.13% | Reduce -19.0% | 2,685 | $286K |
| Mattern Capital Management, LLC | 0.03% | Reduce -0.0% | 2,672 | $284K |
| First Community Trust NA | 0.23% | Reduce -33.6% | 2,671 | $284K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.5% | 2,670 | $284K |
| Investments & Financial Planning, LLC | 0.16% | Reduce -13.3% | 2,661 | $283K |
| Coordinated Financial Services, Inc. | 0.20% | — | 2,659 | $283K |
| Morris Financial Concepts, Inc. | 0.11% | Reduce -0.1% | 2,653 | $282K |
| Essential Planning, LLC. | 0.10% | No change | 2,640 | $281K |
| Venturi Wealth Management, LLC | 0.01% | No change | 2,635 | $280K |
| Private Wealth Asset Management, LLC | 0.04% | Add +76.3% | 2,600 | $276K |
| Fifth Third Bancorp | 0.00% | No change | 2,600 | $276K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 2,591 | $276K |
| VERITY Wealth Advisors | 0.18% | No change | 2,568 | $273K |
| Sutton Place Investors LLC | 0.16% | Reduce -0.8% | 2,558 | $272K |
| Oppenheimer & Co. Inc. | 0.00% | Add +4.9% | 2,550 | $271K |
| Lockerman Financial Group, Inc. | 0.36% | No change | 2,539 | $270K |
| Stage Harbor Financial, LLC | 0.22% | No change | 2,535 | $270K |
| Elyxium Wealth, LLC | 0.10% | Add +32.1% | 2,535 | $270K |
| Lansing Street Advisors | 0.08% | New | 2,535 | $270K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,532 | $269K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -31.0% | 2,517 | $268K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | No change | 2,507 | $267K |
| Proffitt & Goodson Inc. | 0.04% | Add +8.2% | 2,460 | $262K |
| TruWealth Advisors, LLC | 0.01% | Reduce -0.0% | 2,457 | $261K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 2,452 | $261K |
| Wealth Effects LLC | 0.10% | Reduce -8.4% | 2,437 | $259K |
| One Wealth Capital Management, LLC | 0.12% | Reduce -0.6% | 2,431 | $259K |
| Firestone Capital Management | 0.06% | Add +0.6% | 2,429 | $258K |
| Financial Life Advisors | 0.09% | Reduce -7.5% | 2,425 | $258K |
| Awm Capital, LLC | 0.03% | Reduce -8.2% | 2,419 | $257K |
| Lodestone Wealth Management LLC | 0.12% | New | 2,398 | $255K |
| Nautilus Advisors LLC | 0.18% | No change | 2,370 | $252K |
| Flaharty Asset Management, LLC | 0.03% | Add +3.5% | 2,368 | $252K |
| Foundation Wealth Management, LLC\PA | 0.11% | No change | 2,367 | $252K |
| Cyr Financial Inc. | 0.19% | Reduce -51.4% | 2,342 | $249K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 2,317 | $246K |
| Embree Financial Group | 0.04% | New | 2,303 | $245K |
| BCS Wealth Management | 0.05% | No change | 2,292 | $244K |
| Sapient Capital LLC | 0.00% | New | 2,264 | $241K |
| White & Co Financial Planning Inc | 0.19% | Reduce -2.3% | 2,259 | $240K |
| Northern Trust Corp. | 0.00% | Reduce -29.7% | 2,249 | $239K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 2,240 | $238K |
| Winthrop Advisory Group LLC | 0.02% | New | 2,230 | $237K |
| Hurlow Wealth Management Group, Inc. | 0.07% | New | 2,210 | $235K |
| Wealth Advisory Solutions, LLC | 0.06% | New | 2,202 | $234K |
| Fiduciary Financial Group, LLC | 0.04% | No change | 2,202 | $234K |
| Pandora Wealth, Inc. | 0.14% | No change | 2,150 | $229K |
| Aspire Private Capital, LLC | 0.05% | No change | 2,150 | $229K |
| Aspiriant, LLC | 0.01% | No change | 2,148 | $228K |
| Ewa, LLC | 0.07% | New | 2,121 | $226K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | Add +2.2% | 2,112 | $225K |
| Gemmer Asset Management LLC | 0.02% | Add +0.6% | 2,092 | $222K |
| Accredited Wealth Management, LLC | 0.18% | Add +18.5% | 2,080 | $221K |
| Morgan Dempsey Capital Management LLC | 0.09% | New | 2,080 | $221K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,073 | $220K |
| First Trust Advisors LP | 0.00% | Reduce -1.0% | 2,039 | $217K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 2,035 | $216K |
| Horan Securities, Inc. | 0.08% | Add +0.5% | 2,034 | $216K |
| Astra Wealth Partners LLC | 0.17% | Reduce -31.2% | 2,015 | $214K |
| Platform Technology Partners | 0.06% | New | 2,011 | $214K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -25.8% | 2,010 | $214K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,000 | $213K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,000 | $213K |
| Goldstone Financial Group, LLC | 0.03% | No change | 1,998 | $212K |
| DeDora Capital, Inc. | 0.06% | New | 1,989 | $212K |
| NTV Asset Management LLC | 0.03% | New | 1,988 | $211K |
| Eagle Strategies LLC | 0.03% | Reduce -4.0% | 1,985 | $211K |
| Napa Wealth Management | 0.10% | No change | 1,974 | $210K |
| Keel Point, LLC | 0.01% | Add +0.1% | 1,970 | $209K |
| Silverlake Wealth Management LLC | 0.06% | New | 1,959 | $208K |
| High Probability Advisors, LLC | 0.03% | No change | 1,950 | $207K |
| Uptown Financial Advisors LLC | 0.19% | No change | 1,935 | $206K |
| First Hawaiian Bank | 0.03% | No change | 1,935 | $206K |
| Curtis Advisory Group, LLC | 0.05% | New | 1,929 | $205K |
| West Paces Advisors Inc. | 0.04% | New | 1,925 | $205K |
| Sunbelt Securities, Inc. | 0.02% | Add +6.1% | 1,941 | $205K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +195.7% | 1,922 | $204K |
| Dentgroup LLC | 0.14% | New | 1,921 | $204K |
| Sterling Investment Counsel, LLC | 0.12% | No change | 1,914 | $204K |
| First Interstate Bank | 0.01% | New | 1,895 | $202K |
| Columbus Macro, LLC | 0.02% | Reduce -1.2% | 1,881 | $200K |
| Private Trust Co. NA | 0.02% | Add +167.1% | 1,851 | $197K |
| Strategic Investment Solutions, Inc. | 0.06% | Reduce -49.9% | 1,750 | $186K |
| Clearstead Trust, LLC | 0.03% | No change | 1,628 | $173K |
| Sachetta, LLC | 0.07% | Add +6.7% | 1,600 | $170K |
| Trust Co | 0.02% | Reduce -36.0% | 1,449 | $154K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,427 | $152K |
| Independence Bank of Kentucky | 0.02% | No change | 1,417 | $151K |
| AlphaCore Capital LLC | 0.01% | Add +247.3% | 1,410 | $150K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,380 | $147K |
| SouthState Bank Corp | 0.01% | Reduce -64.2% | 1,339 | $142K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,305 | $139K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,300 | $138K |
| Integrity Financial Corp | 0.07% | No change | 1,251 | $133K |
| Raffa Wealth Management, LLC | 0.03% | Add +139.6% | 1,246 | $133K |
| Bfsg, LLC | 0.01% | Add +156.9% | 1,228 | $131K |
| Rossby Financial, LCC | 0.05% | Add +1.1% | 1,168 | $124K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,160 | $123K |
| Robinswood Financial LLC | 0.04% | No change | 1,088 | $116K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,066 | $113K |
| Ameriflex Group, Inc. | 0.06% | New | 1,040 | $111K |
| TFC Financial Management, Inc. | 0.01% | New | 986 | $105K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 956 | $102K |
| 2UniFi Bank | 0.05% | Add +19.9% | 903 | $96K |
| WFA of San Diego, LLC | 0.07% | — | 894 | $95K |
| Gen-Wealth Partners Inc | 0.04% | Add +19.5% | 881 | $94K |
| Financial Management Professionals, Inc. | 0.01% | New | 844 | $90K |
| Rice Partnership, LLC | 0.02% | New | 833 | $89K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -1.6% | 806 | $86K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $74K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 696 | $74K |
| Capital Investment Counsel, Inc | 0.01% | No change | 659 | $70K |
| Promus Capital, LLC | 0.04% | Add +61.1% | 641 | $68K |
| Motco | 0.01% | No change | 637 | $68K |
| Pacifica Partners Inc. | 0.03% | No change | 625 | $66K |
| Cape Investment Advisory, Inc. | 0.02% | Add +374.6% | 598 | $64K |
| Bernard Wealth Management Corp. | 0.03% | Reduce -88.4% | 550 | $58K |
| Keener Financial Planning LLC | 0.03% | New | 525 | $55K |
| Atlas Capital Advisors Inc. | 0.01% | New | 486 | $52K |
| AdvisorNet Financial, Inc | 0.00% | No change | 482 | $51K |
| Horizon Financial Services, LLC | 0.03% | New | 479 | $51K |
| Mascoma Wealth Management LLC | 0.01% | No change | 450 | $48K |
| 10Elms LLP | 0.05% | No change | 435 | $46K |
| Eastern Bank | 0.00% | Add +1264.5% | 423 | $45K |
| Stone House Investment Management, LLC | 0.01% | Reduce -97.4% | 420 | $45K |
| Boreal Capital Management LLC | 0.04% | — | 400 | $43K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 375 | $40K |
| Binnacle Investments Inc | 0.03% | Add +87.6% | 364 | $39K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $35K |
| Signaturefd, LLC | 0.00% | Reduce -26.6% | 300 | $32K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 280 | $30K |
| LGT Financial Advisors LLC | 0.07% | Add +0.8% | 264 | $28K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Reduce -70.4% | 252 | $27K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +0.4% | 239 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | Add +8.1% | 214 | $23K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 203 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 200 | $21K |
| Rise Advisors, LLC | 0.01% | Reduce -22.4% | 187 | $20K |
| Briaud Financial Planning Inc | 0.01% | New | 181 | $19K |
| Brooklyn Investment Group | 0.00% | Reduce -38.5% | 155 | $16K |
| Balentine LLC | 0.00% | Reduce -89.3% | 144 | $15K |
| Asset Dedication, LLC | 0.00% | Reduce -84.7% | 122 | $13K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 122 | $13K |
| Holos Integrated Wealth LLC | 0.01% | No change | 118 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | Add +0.9% | 115 | $12K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 115 | $12K |
| GeoWealth Management, LLC | 0.00% | No change | 110 | $12K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $11K |
| Valley National Advisers Inc. | 0.00% | Reduce -70.6% | 85 | $9K |
| EPG Wealth Management LLC | 0.00% | No change | 61 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 56 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -37.2% | 54 | $6K |
| Viewpoint Capital Management LLC | 0.00% | No change | 50 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 48 | $5K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 46 | $5K |
| Rothschild Investment LLC | 0.00% | New | 43 | $5K |
| Clarity Asset Management, Inc. | 0.00% | No change | 39 | $4K |
| Hollencrest Capital Management | 0.00% | New | 36 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 34 | $4K |
| Duncker Streett & Co. Inc. | 0.00% | New | 31 | $3K |
| Midwest Capital Advisors, LLC | 0.00% | Reduce -65.1% | 22 | $2K |
| LRI Investments, LLC | 0.00% | No change | 5 | $532 |
| Cheviot Value Management, LLC | 0.00% | No change | 3 | $320 |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.