iShares Tips Bond ETFTIPETF
13F holders, Q1 2024 (March 31)1,044holders
3famous investors
$105.62avg. 13F price*
At the end of Q1 2024, 1,044 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings. The largest holders were BlackRock Inc. ($3.7B), Bank of America Corp. ($1.3B) and Morgan Stanley ($500.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Tips Bond ETF
- CUSIP
- 464287176
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $561.4M |
| Exits | 116 | $129.7M |
Ownership 1,044 holders
| BlackRock Inc. | 0.09% | Add +6.1% | 34,550,743 | $3.7B |
| Bank of America Corp. | 0.13% | Reduce -0.9% | 11,951,960 | $1.3B |
| Morgan Stanley | 0.04% | Reduce -7.0% | 4,656,931 | $500.2M |
| JPMorgan Chase & Co. | 0.04% | Reduce -8.2% | 3,707,395 | $398.2M |
| Charles Schwab Investment Management Inc. | 0.09% | Reduce -2.8% | 3,510,453 | $377.1M |
| FMR LLC | 0.02% | Reduce -0.2% | 3,380,032 | $363.0M |
| Envestnet Asset Management Inc. | 0.13% | Add +4.5% | 3,228,800 | $346.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.46% | New | 1,880,000 | $201.9M |
| UBS Group AG | 0.06% | Reduce -3.4% | 1,800,922 | $193.4M |
| LPL Financial LLC | 0.08% | Reduce -11.8% | 1,460,373 | $156.9M |
| Matson Money. Inc. | 4.66% | Reduce -0.0% | 1,307,501 | $140.4M |
| Sumitomo Life Insurance Co. | 3.57% | Add +102.5% | 1,280,653 | $137.6M |
| Evoke Wealth, LLC | 3.89% | New | 1,217,757 | $130.8M |
| Wells Fargo & Company | 0.03% | Reduce -10.9% | 1,156,369 | $124.2M |
| HSBC Holdings PLC | 0.09% | Add +2980.0% | 1,141,210 | $122.6M |
| FIL Ltd | 0.12% | Reduce -2.5% | 1,082,393 | $116.3M |
| WealthNavi Inc. | 1.44% | Reduce -10.8% | 1,007,055 | $108.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.41% | Reduce -1.2% | 997,797 | $107.2M |
| CI Investments Inc. | 0.42% | Reduce -0.4% | 980,350 | $105.3M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -10.5% | 920,779 | $98.9M |
| Schroder Investment Management Group | 0.12% | New | 910,568 | $97.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +362.4% | 838,736 | $90.1M |
| Qube Research & Technologies Ltd | 0.15% | Add +15.2% | 787,632 | $84.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.8% | 747,067 | $80.2M |
| Keybank National Association | 0.30% | Reduce -6.2% | 685,923 | $73.7M |
| Royal Bank of Canada | 0.02% | Reduce -3.0% | 617,306 | $66.3M |
| Rock Creek Group LLC | 7.73% | Add +0.5% | 2,770,603 | $61.4M |
| 3EDGE Asset Management, LP | 4.71% | Reduce -4.1% | 562,264 | $60.4M |
| Cwm, LLC | 0.29% | Reduce -0.1% | 550,355 | $59.1M |
| Marshall Wace, LLP | 0.10% | Add +169.7% | 544,731 | $58.5M |
| Partners Capital Investment Group, LLP | 1.68% | Reduce -46.4% | 522,788 | $56.2M |
| Viewpoint Investment Partners Corp. | 38.13% | Add +31.5% | 464,000 | $49.8M |
| Commonwealth Equity Services, LLC | 0.08% | Add +1.3% | 455,508 | $48.9M |
| Stifel Financial Corp. | 0.06% | Reduce -1.7% | 454,294 | $48.8M |
| Man Group plc | 0.13% | Add +42.8% | 435,095 | $46.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +0.9% | 425,784 | $45.7M |
| Cetera Investment Advisers | 0.11% | Add +192.4% | 422,694 | $45.4M |
| Osaic Holdings, Inc. | 0.10% | Reduce -49.0% | 409,567 | $44.0M |
| Spire Wealth Management | 0.78% | Reduce -1.6% | 101,020 | $42.2M |
| Schonfeld Strategic Advisors LLC | 0.33% | Add +552.0% | 390,261 | $41.9M |
| Money Design Co.,Ltd. | 2.18% | Add +31.4% | 373,514 | $40.1M |
| SG Americas Securities, LLC | 0.20% | Add +14118.3% | 358,727 | $38.5M |
| Bank of New York Mellon Corp | 0.01% | Add +0.4% | 356,379 | $38.3M |
| Baldwin Wealth Partners LLC | 2.69% | Add +3.7% | 332,371 | $35.7M |
| Federation des caisses Desjardins du Quebec | 0.26% | Add +7781.4% | 332,122 | $35.7M |
| MML Investors Services, LLC | 0.13% | Reduce -7.5% | 301,571 | $32.4M |
| Rockefeller Capital Management L.P. | 0.09% | Add +0.3% | 291,085 | $31.3M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +5.0% | 289,807 | $31.1M |
| Dakota Wealth Management | 0.76% | Reduce -2.4% | 284,640 | $30.6M |
| One Capital Management, LLC | 1.10% | Add +7.5% | 283,308 | $30.4M |
| Prudential Financial Inc. | 0.04% | Reduce -6.5% | 269,212 | $28.9M |
| Rhumbline Advisers | 0.03% | Add +34.7% | 262,674 | $28.2M |
| Arkansas Financial Group, Inc. | 4.91% | Reduce -3.9% | 259,797 | $27.9M |
| Rebalance, LLC | 2.29% | Add +1.5% | 259,264 | $27.8M |
| Arbor Investment Advisors, LLC | 4.02% | Add +2.7% | 255,843 | $27.5M |
| Pacific Life Fund Advisors LLC | 2.66% | Reduce -0.6% | 252,573 | $27.1M |
| TD Waterhouse Canada Inc. | 0.20% | Add +12.3% | 199,903 | $27.0M |
| Kwmg, LLC | 2.90% | Add +4.4% | 246,516 | $26.5M |
| OneDigital Investment Advisors LLC | 0.42% | Add +9.4% | 246,269 | $26.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -2.7% | 245,215 | $26.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.09% | New | 245,000 | $26.3M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -19.7% | 244,467 | $26.3M |
| Flow Traders U.S. LLC | 1.35% | New | 235,702 | $25.3M |
| CTC Alternative Strategies, Ltd. | 15.27% | New | 228,000 | $24.5M |
| Mariner, LLC | 0.05% | Reduce -6.0% | 205,558 | $22.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -18.0% | 202,716 | $21.8M |
| GenTrust, LLC | 1.25% | Add +4.0% | 188,471 | $20.2M |
| Truist Financial Corp. | 0.03% | Reduce -15.4% | 184,873 | $19.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -16.6% | 173,142 | $18.6M |
| Alera Investment Advisors, LLC | 2.32% | Reduce -7.1% | 159,633 | $17.1M |
| Pure Financial Advisors, LLC | 0.53% | Reduce -0.8% | 158,029 | $17.0M |
| Creative Planning | 0.02% | Reduce -8.6% | 150,671 | $16.2M |
| Cyndeo Wealth Partners, LLC | 1.32% | Add +2.9% | 147,979 | $15.9M |
| Raymond James & Associates | 0.01% | Reduce -27.0% | 147,402 | $15.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -19.7% | 145,781 | $15.7M |
| Cim, LLC | 2.32% | Add +4.5% | 142,469 | $15.3M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -5.1% | 140,988 | $15.1M |
| Heartwood Wealth Advisors LLC | 1.85% | Add +5.2% | 140,263 | $15.1M |
| Lutz Financial Services LLC | 1.30% | Reduce -1.7% | 139,014 | $14.9M |
| Lwmg, LLC | 3.26% | Add +4.1% | 131,460 | $14.1M |
| Avantax Advisory Services, Inc. | 0.12% | Add +30.7% | 127,024 | $13.6M |
| Cerity Partners LLC | 0.04% | Reduce -17.2% | 124,558 | $13.4M |
| Ethos Financial Group, LLC | 2.52% | Add +4.7% | 120,860 | $13.2M |
| Insight Wealth Strategies, LLC | 1.93% | Add +2.0% | 122,270 | $13.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +11.4% | 121,231 | $13.0M |
| DORVAL Corp | 5.89% | Add +2.6% | 119,293 | $12.7M |
| Legacy Financial Group LLC | 2.48% | Add +1268.7% | 114,166 | $12.3M |
| Charles Schwab Trust Co | 1.16% | Reduce -1.4% | 114,105 | $12.3M |
| RTD Financial Advisors, Inc. | 1.64% | Add +3.0% | 113,771 | $12.2M |
| Sequent Planning LLC | 4.27% | — | 109,836 | $11.8M |
| Fulton Breakefield Broenniman LLC | 0.90% | Reduce -9.0% | 109,276 | $11.7M |
| Foundations Investment Advisors, LLC | 0.30% | Add +11.5% | 108,371 | $11.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +15.1% | 106,944 | $11.5M |
| Atria Wealth Solutions, Inc. | 0.13% | Reduce -4.6% | 105,671 | $11.4M |
| Rathbones Group PLC | 0.07% | Reduce -2.6% | 105,044 | $11.3M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -55.8% | 101,598 | $10.9M |
| Mgo One Seven LLC | 0.56% | Reduce -1.8% | 101,005 | $10.8M |
| Frontier Asset Management, LLC | 3.97% | Reduce -1.5% | 100,715 | $10.8M |
| D.A. Davidson & Co. | 0.10% | Reduce -3.7% | 100,070 | $10.7M |
| Wealth Forward, LLC | 8.46% | Add +3.8% | 100,053 | $10.7M |
| Capitolis Liquid Global Markets LLC | 0.17% | New | 100,000 | $10.7M |
| Cypress Capital, LLC | 2.90% | Reduce -3.3% | 98,675 | $10.6M |
| BlueSky Wealth Advisors, LLC | 8.26% | Add +11.0% | 98,236 | $10.6M |
| Townsquare Capital LLC | 0.15% | Reduce -11.4% | 96,851 | $10.4M |
| Equitable Holdings, Inc. | 0.11% | Add +2.7% | 94,486 | $10.1M |
| CreativeOne Wealth, LLC | 0.40% | Add +97.9% | 94,412 | $10.1M |
| First National Bank & Trust Co. of Newtown | 2.05% | Add +0.2% | 94,199 | $10.1M |
| Meridian Management Co. | 2.75% | Reduce -1.4% | 93,804 | $10.1M |
| Park Avenue Securities LLC | 0.13% | Reduce -2.4% | 92,685 | $10.0M |
| Global Endowment Management, LP | 1.00% | Add +20.1% | 89,800 | $9.6M |
| Ted Buchan & Co | 5.81% | Add +14.1% | 88,014 | $9.5M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +15.8% | 87,952 | $9.4M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +15.8% | 87,952 | $9.4M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -6.3% | 87,740 | $9.4M |
| Allworth Financial LP | 0.07% | Reduce -5.3% | 87,719 | $9.4M |
| West Financial Advisors, LLC | 2.01% | Add +2.2% | 87,157 | $9.4M |
| US Bancorp \de | 0.01% | Reduce -18.9% | 87,058 | $9.4M |
| Guggenheim Capital LLC | 0.07% | Add +18.0% | 86,233 | $9.3M |
| Tiaa Trust, National Association | 0.03% | Add +0.1% | 85,692 | $9.2M |
| Silver Coast Investments LLC | 3.75% | Add +5.6% | 85,508 | $9.2M |
| Family Firm, Inc. | 2.23% | Add +21.3% | 104,191 | $9.2M |
| Natixis Advisors, LLC | 0.02% | Reduce -1.6% | 82,228 | $8.8M |
| Phillips Financial Management, LLC | 0.71% | Reduce -0.7% | 80,795 | $8.7M |
| Shilanski & Associates, Inc. | 2.98% | Add +7.0% | 80,598 | $8.7M |
| Bokf, NA | 0.16% | Reduce -4.0% | 80,486 | $8.6M |
| Focus Partners Wealth | 0.07% | Add +1372.5% | 79,823 | $8.6M |
| Comerica Bank | 0.04% | Reduce -17.3% | 77,955 | $8.4M |
| Asset Management Group, Inc. | 1.26% | Reduce -1.2% | 77,317 | $8.3M |
| Bank of Montreal | 0.00% | Reduce -14.2% | 73,994 | $7.9M |
| Full Sail Capital, LLC | 0.55% | Reduce -1.1% | 73,928 | $7.9M |
| Citigroup Inc. | 0.01% | Add +0.1% | 73,658 | $7.9M |
| First Trust Advisors LP | 0.01% | Add +12.2% | 73,378 | $7.9M |
| Citadel Advisors | 0.01% | New | 72,047 | $7.7M |
| Blair William & Co. | 0.02% | Reduce -10.0% | 71,679 | $7.7M |
| First Horizon Advisors, Inc. | 0.24% | Reduce -10.9% | 71,080 | $7.6M |
| Private Advisor Group, LLC | 0.05% | Reduce -15.7% | 71,080 | $7.6M |
| Deane Retirement Strategies, Inc. | 3.82% | Add +0.0% | 70,089 | $7.5M |
| Easterly Investment Partners LLC | 0.57% | Reduce 0.0% | 69,080 | $7.4M |
| Financial & Tax Architects, LLC | 2.04% | Add +132.1% | 68,962 | $7.4M |
| Twin Focus Capital Partners, LLC | 1.41% | Add +5.2% | 68,754 | $7.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -9.9% | 68,292 | $7.3M |
| White Pine Investment CO | 2.17% | Add +2.3% | 68,252 | $7.3M |
| Assetmark, Inc. | 0.02% | Reduce -73.9% | 67,866 | $7.3M |
| Horizon Investments, LLC | 0.19% | Reduce -0.5% | 68,212 | $7.3M |
| Hillcrest Wealth Advisors - NY, LLC | 3.82% | Add +9.6% | 65,585 | $7.0M |
| Verger Capital Management LLC | 3.55% | No change | 64,744 | $7.0M |
| Horizons Wealth Management | 4.54% | No change | 64,522 | $6.9M |
| M&T Bank Corp | 0.02% | Reduce -1.4% | 64,546 | $6.9M |
| Perigon Wealth Management, LLC | 0.21% | Add +1.5% | 63,988 | $6.9M |
| Resona Asset Management Co.,Ltd. | 0.04% | — | 63,536 | $6.8M |
| One Wealth Map LLC | 4.48% | Reduce -19.6% | 64,166 | $6.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -67.4% | 63,146 | $6.8M |
| Corient Private Wealth LP | 0.01% | Reduce -0.7% | 63,108 | $6.8M |
| Parallel Advisors, LLC | 0.18% | Reduce -0.0% | 62,408 | $6.7M |
| Schechter Investment Advisors, LLC | 0.49% | Add +0.1% | 61,036 | $6.6M |
| Dai-ichi Life Holdings, Inc. | 7.98% | — | 60,518 | $6.5M |
| Principal Securities, Inc. | 0.20% | Add +25.2% | 60,431 | $6.5M |
| Palumbo Wealth Management LLC | 2.84% | Reduce -5.8% | 58,992 | $6.3M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +2.9% | 58,680 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -36.7% | 57,652 | $6.2M |
| Credit Suisse AG/ | 0.01% | New | 57,158 | $6.1M |
| Rather & Kittrell, Inc. | 1.81% | Add +0.8% | 56,358 | $6.1M |
| CoreCap Advisors, LLC | 0.31% | Reduce -10.6% | 54,779 | $5.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.09% | Add +6.8% | 54,670 | $5.9M |
| Cranbrook Wealth Management, LLC | 1.48% | Reduce -2.7% | 54,611 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -48.8% | 54,054 | $5.8M |
| Sage Capital Advisors,llc | 1.67% | Reduce -4.3% | 53,595 | $5.8M |
| Buckingham Strategic Wealth, LLC | 0.06% | Reduce -9.5% | 52,915 | $5.7M |
| Brightwater Advisory LLC | 4.55% | Reduce -2.0% | 52,758 | $5.7M |
| Fairview Capital Investment Management, LLC | 0.32% | Add +8.0% | 52,318 | $5.6M |
| Curbstone Financial Management Corp | 1.20% | Reduce -1.1% | 51,704 | $5.6M |
| James Investment Research, Inc. | 0.66% | Reduce -9.8% | 51,505 | $5.5M |
| NorthCrest Asset Manangement, LLC | 0.18% | Reduce -1.4% | 50,374 | $5.4M |
| Stablepoint Partners, LLC | 1.10% | Add +12.0% | 50,300 | $5.4M |
| Commerce Bank | 0.04% | Reduce -4.7% | 50,054 | $5.4M |
| Composition Wealth, LLC | 0.14% | Reduce -2.6% | 50,035 | $5.4M |
| Peapack Gladstone Financial Corp. | 0.08% | Reduce -28.0% | 49,910 | $5.4M |
| Camden National Bank | 0.94% | Reduce -1.8% | 49,539 | $5.3M |
| Bright Financial Advisors, Inc. | 3.88% | — | 90,180 | $5.2M |
| Slow Capital, Inc. | 0.83% | Add +11.0% | 48,288 | $5.2M |
| Axxcess Wealth Management, LLC | 0.15% | Reduce -7.0% | 48,083 | $5.2M |
| Treynor Bancshares, Inc. | 2.91% | Reduce -2.8% | 46,625 | $5.0M |
| Gray Wealth Management Inc. | 2.20% | Reduce -7.9% | 45,829 | $4.9M |
| Sterling Investment Advisors LLC | 2.86% | Add +3.4% | 45,376 | $4.9M |
| Sound Stewardship, LLC | 2.94% | Add +9.4% | 45,087 | $4.8M |
| Heritage Trust Co | 0.64% | Reduce -0.4% | 44,335 | $4.8M |
| Mackenzie Financial Corp. | 0.01% | New | 44,300 | $4.8M |
| Franklin Resources Inc. | 0.00% | Reduce -9.7% | 44,065 | $4.7M |
| WASHINGTON TRUST Co | 0.17% | Reduce -16.1% | 43,116 | $4.6M |
| Insight Wealth Partners, LLC | 3.00% | Add +20.4% | 42,953 | $4.6M |
| Sigma Planning Corp | 0.14% | Add +120.2% | 42,250 | $4.5M |
| Founders Financial Securities LLC | 0.47% | Reduce -1.6% | 41,733 | $4.5M |
| NewEdge Advisors, LLC | 0.04% | Reduce -9.6% | 41,017 | $4.4M |
| Modera Wealth Management, LLC | 0.07% | Add +5.6% | 40,674 | $4.4M |
| Ascent Wealth Partners, LLC | 0.64% | Reduce -19.3% | 40,049 | $4.3M |
| Signature Wealth Management Group | 1.94% | Reduce -4.9% | 40,379 | $4.3M |
| Fortitude Family Office, LLC | 2.86% | Add +69.1% | 39,648 | $4.3M |
| AE Wealth Management LLC | 0.05% | Reduce -80.3% | 39,439 | $4.2M |
| Adirondack Trust Co. | 1.76% | Reduce -0.5% | 39,177 | $4.2M |
| NBT Bank, N.A. | 0.31% | Add +11.2% | 38,972 | $4.2M |
| Bull Street Advisors, LLC | 1.95% | Reduce -7.4% | 37,931 | $4.1M |
| Kelly Financial Services LLC | 1.55% | Add +5.8% | 37,758 | $4.1M |
| Hantz Financial Services, Inc. | 0.08% | Reduce -5.8% | 36,950 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -66.0% | 36,680 | $3.9M |
| SMI Advisory Services, LLC | 1.10% | New | 36,812 | $3.9M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +83.7% | 37,630 | $3.9M |
| Lodestar Private Asset Management LLC | 0.56% | Add +2.0% | 36,252 | $3.9M |
| SigFig Wealth Management, LLC | 0.14% | Reduce -5.3% | 36,125 | $3.9M |
| Windham Capital Management, LLC | 3.02% | No change | 35,720 | $3.8M |
| Wealth Alliance, LLC | 0.50% | Add +1226.4% | 35,666 | $3.8M |
| Money Concepts Capital Corp. | 0.35% | Add +0.3% | 35,631 | $3.8M |
| Peak Financial Management, Inc. | 1.19% | Reduce -0.6% | 35,093 | $3.8M |
| Millennium Management | 0.00% | Reduce -64.4% | 34,957 | $3.8M |
| Olympus Wealth Management, LLC | 2.15% | Reduce -13.3% | 33,779 | $3.6M |
| Foster & Motley Inc. | 0.25% | Add +1.6% | 33,655 | $3.6M |
| Stelac Advisory Services LLC | 1.69% | Add +65.1% | 33,577 | $3.6M |
| Larson Financial Group LLC | 0.28% | Reduce -7.9% | 33,547 | $3.6M |
| Bridge Advisory, LLC | 1.78% | Reduce -58.0% | 33,342 | $3.6M |
| AMG National Trust Bank | 0.10% | Add +2.2% | 33,222 | $3.6M |
| Lake Hills Wealth Management, LLC | 3.20% | Add +16.0% | 33,161 | $3.6M |
| National Bank of Canada | 0.01% | Reduce -71.9% | 33,441 | $3.5M |
| Sigma Investment Counselors Inc. | 0.23% | Reduce -0.7% | 32,901 | $3.5M |
| First Personal Financial Services | 0.81% | Reduce -1.7% | 32,601 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.13% | Add +2.9% | 32,448 | $3.5M |
| Evergreen Capital Management LLC | 0.13% | Add +2.6% | 32,422 | $3.5M |
| Advisory Services Network, LLC | 0.08% | Reduce -20.3% | 32,007 | $3.4M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -2.3% | 31,935 | $3.4M |
| Empower Advisory Group, LLC | 0.01% | Reduce -83.6% | 31,575 | $3.4M |
| Fermata Advisors, LLC | 0.76% | Add +27.5% | 31,463 | $3.4M |
| Stokes Family Office, LLC | 0.42% | Add +4.1% | 31,171 | $3.3M |
| TrinityPoint Wealth, LLC | 0.55% | Reduce -6.9% | 30,911 | $3.3M |
| Sage Financial Group Inc. | 0.30% | Add +5.5% | 30,857 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -35.8% | 30,655 | $3.3M |
| Mutual Advisors, LLC | 0.10% | Reduce -4.9% | 30,355 | $3.3M |
| American Investment Services, Inc. | 0.57% | Reduce -0.8% | 30,071 | $3.2M |
| Trek Financial, LLC | 0.26% | Reduce -25.0% | 30,004 | $3.2M |
| Schwallier Wealth Management LLC | 2.59% | Add +148.0% | 29,983 | $3.2M |
| Sykon Capital LLC | 1.15% | Add +162.5% | 29,609 | $3.2M |
| Legacy Capital Wealth Partners, LLC | 2.25% | New | 28,850 | $3.2M |
| Lido Advisors, LLC | 0.03% | Add +6.8% | 29,272 | $3.1M |
| Barclays PLC | 0.00% | Reduce -0.6% | 28,949 | $3.1M |
| Deutsche Bank AG | 0.00% | Reduce -36.3% | 28,845 | $3.1M |
| Crabel Capital Management, LLC | 2.68% | Reduce -57.4% | 28,685 | $3.1M |
| Bragg Financial Advisors, Inc | 0.14% | Add +9.3% | 28,610 | $3.1M |
| Strategic Financial Concepts, LLC | 0.73% | Add +2.7% | 28,047 | $3.0M |
| Arete Wealth Advisors, LLC | 0.28% | Reduce -1.2% | 27,961 | $3.0M |
| Samalin Investment Counsel, LLC | 1.43% | Add +7.7% | 27,852 | $3.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.09% | Reduce -7.1% | 27,767 | $3.0M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -1.9% | 27,682 | $3.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +13.7% | 27,633 | $3.0M |
| Freedom Investment Management, Inc. | 0.24% | Reduce -14.8% | 27,600 | $3.0M |
| Independent Family Office, LLC | 1.58% | Reduce -44.5% | 27,349 | $2.9M |
| Soltis Investment Advisors LLC | 0.33% | Add +7.8% | 27,272 | $2.9M |
| Chesapeake Capital Corp. | 2.17% | Add +224.6% | 27,196 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -18.1% | 26,996 | $2.9M |
| Sowell Financial Services LLC | 0.14% | Add +142.4% | 26,973 | $2.9M |
| Rothschild Wealth LLC | 1.00% | — | 26,549 | $2.9M |
| Zhang Financial LLC | 0.21% | Reduce -13.7% | 26,327 | $2.8M |
| Stephenson & Company, Inc. | 2.01% | Add +10.7% | 25,622 | $2.8M |
| Arax Advisory Partners | 0.29% | Reduce -3.1% | 25,512 | $2.7M |
| Humankind Investments LLC | 0.72% | No change | 25,500 | $2.7M |
| Brookstone Capital Management | 0.05% | Reduce -32.2% | 25,230 | $2.7M |
| Cibc World Market Inc. | 0.01% | Add +2.4% | 25,205 | $2.7M |
| Patton Albertson Miller Group, LLC | 0.41% | Add +90.6% | 25,177 | $2.7M |
| Lyell Wealth Management, LP | 0.27% | Add +10.4% | 24,977 | $2.7M |
| Greenwood Capital Associates LLC | 0.36% | Add +3.3% | 24,940 | $2.7M |
| Performance Wealth Partners, LLC | 0.11% | Reduce -6.7% | 24,716 | $2.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +32.7% | 24,626 | $2.6M |
| Snowden Capital Advisors LLC | 0.08% | Add +2.1% | 24,388 | $2.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -58.0% | 24,377 | $2.6M |
| Independent Financial Group, LLC | 0.12% | Reduce -25.0% | 24,229 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.22% | Reduce -4.8% | 24,059 | $2.6M |
| Guardian Capital Advisors LP | 0.28% | Reduce -71.8% | 24,393 | $2.6M |
| Simplicity Wealth,LLC | 0.06% | Add +245.8% | 23,662 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -48.5% | 23,494 | $2.5M |
| PFG Investments, LLC | 0.15% | Add +25.9% | 23,138 | $2.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -49.3% | 23,100 | $2.5M |
| Connable Office Inc. | 0.28% | Add +1.8% | 23,007 | $2.5M |
| Raymond James Trust N.A. | 0.06% | Reduce -6.0% | 22,701 | $2.4M |
| Flputnam Investment Management Co. | 0.05% | Reduce -12.6% | 22,479 | $2.4M |
| Brass Tax Wealth Management, Inc. | 1.25% | — | 22,328 | $2.4M |
| TD Private Client Wealth LLC | 0.08% | Reduce -21.7% | 22,168 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -27.5% | 22,098 | $2.4M |
| Welch & Forbes LLC | 0.03% | Reduce -11.7% | 21,891 | $2.4M |
| SouthState Bank Corp | 0.18% | Reduce -9.8% | 21,883 | $2.4M |
| Fund Evaluation Group, LLC | 0.14% | Add +35.6% | 21,311 | $2.3M |
| Ti-Trust, Inc. | 1.68% | Add +7.6% | 21,270 | $2.3M |
| WealthCollab, LLC | 1.68% | Reduce -0.1% | 21,227 | $2.3M |
| Summit X, LLC | 0.56% | Add +4.7% | 20,410 | $2.2M |
| Betterment LLC | 0.01% | Add +2.2% | 20,381 | $2.2M |
| SteelPeak Wealth, LLC | 0.11% | Reduce -73.5% | 20,338 | $2.2M |
| Visionary Wealth Advisors | 0.15% | Add +0.2% | 20,333 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -17.9% | 19,714 | $2.1M |
| Rosenberg Matthew Hamilton | 0.60% | Reduce -16.7% | 19,634 | $2.1M |
| Fortune Financial Advisors, LLC | 1.33% | Reduce -0.5% | 19,486 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +34.9% | 19,358 | $2.1M |
| Forefront Analytics, LLC | 1.00% | Reduce -0.9% | 19,250 | $2.1M |
| Fox Hill Wealth Management | 1.37% | Reduce -18.1% | 18,978 | $2.0M |
| United Services Automobile Association | 0.05% | Add +0.4% | 18,857 | $2.0M |
| Lincoln National Corp. | 0.03% | Reduce -23.9% | 18,763 | $2.0M |
| Smith, Moore & Co. | 0.21% | Reduce -16.2% | 18,752 | $2.0M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | Reduce -1.7% | 18,720 | $2.0M |
| DMC Group, LLC | 1.74% | Add +1.6% | 18,718 | $2.0M |
| SignalPoint Asset Management, LLC | 0.55% | Reduce -2.6% | 18,557 | $2.0M |
| Ellis Investment Partners, LLC | 0.43% | Reduce -7.0% | 18,419 | $2.0M |
| Pine Valley Investments Ltd Liability Co | 0.15% | Reduce -7.9% | 18,289 | $2.0M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Add +32.0% | 18,286 | $2.0M |
| Curran Financial Partners, LLC | 0.68% | Reduce -16.3% | 18,245 | $2.0M |
| Darden Wealth Group Inc | 1.54% | Reduce -5.0% | 18,154 | $1.9M |
| TSA Wealth Managment LLC | 0.85% | Add +7.8% | 18,128 | $1.9M |
| Financial Advocates Investment Management | 0.11% | Reduce -25.0% | 18,139 | $1.9M |
| City State Bank | 0.86% | Reduce -0.7% | 18,074 | $1.9M |
| Wesbanco Bank Inc. | 0.07% | Reduce -3.2% | 17,978 | $1.9M |
| FFG Retirement Advisors LLC | 1.36% | Add +19.2% | 17,968 | $1.9M |
| Harbour Investments, Inc. | 0.07% | Reduce -10.5% | 17,811 | $1.9M |
| OneAscent Financial Services LLC | 0.21% | Reduce -8.3% | 17,487 | $1.9M |
| E&G Advisors, LLC | 0.59% | Reduce -0.3% | 17,405 | $1.9M |
| Verus Capital Partners, LLC | 0.21% | Reduce -22.5% | 17,329 | $1.9M |
| William Howard & Co Financial Advisors Inc | 1.74% | — | 17,241 | $1.9M |
| Courage Miller Partners, LLC | 0.63% | No change | 16,888 | $1.8M |
| Portside Wealth Group, LLC | 0.33% | Reduce -34.2% | 16,820 | $1.8M |
| Pflug Koory, LLC | 0.13% | No change | 16,811 | $1.8M |
| Stone Summit Wealth LLC | 0.63% | Add +50.1% | 16,810 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.36% | Reduce -58.5% | 16,586 | $1.8M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -1.9% | 16,472 | $1.8M |
| Calton & Associates, Inc. | 0.85% | Reduce -10.8% | 16,170 | $1.7M |
| Fifth Third Bancorp | 0.01% | Reduce -50.7% | 16,154 | $1.7M |
| Prosperity Consulting Group, LLC | 0.22% | New | 16,143 | $1.7M |
| Buttonwood Financial Group, LLC | 1.03% | Add +8.5% | 16,140 | $1.7M |
| Blue Fin Capital, Inc. | 0.39% | Reduce -10.5% | 16,119 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -14.2% | 16,107 | $1.7M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.71% | Add +81.3% | 16,095 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.18% | Reduce -5.5% | 15,996 | $1.7M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -47.4% | 15,972 | $1.7M |
| Integrated Advisors Network LLC | 0.09% | Reduce -0.2% | 15,801 | $1.7M |
| Sandy Spring Bank | 0.08% | Reduce -3.8% | 15,614 | $1.7M |
| Pettinga Financial Advisors LLC | 0.42% | Add +17.5% | 15,410 | $1.7M |
| Legal & General Group Plc | 0.00% | Reduce -42.8% | 15,420 | $1.7M |
| Procyon Advisors, LLC | 0.13% | Reduce -4.8% | 15,317 | $1.6M |
| Brighton Jones LLC | 0.06% | Reduce -6.3% | 15,046 | $1.6M |
| Nwam LLC | 0.13% | Reduce -24.7% | 15,210 | $1.6M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -0.6% | 15,008 | $1.6M |
| Cannon Financial Strategists, Inc. | 0.32% | Reduce -2.2% | 14,948 | $1.6M |
| RFG Advisory, LLC | 0.05% | Reduce -10.9% | 14,897 | $1.6M |
| Apexium Financial, LP | 0.12% | Reduce -7.0% | 14,857 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Reduce -40.6% | 14,736 | $1.6M |
| CPA Asset Management Group, LLC | 0.88% | Add +0.1% | 14,712 | $1.6M |
| Summit Financial, LLC | 0.09% | Reduce -7.8% | 14,542 | $1.6M |
| Kovack Advisors, Inc. | 0.19% | Reduce -3.7% | 14,534 | $1.6M |
| Sterling Financial Planning, Inc. | 0.63% | Reduce -17.8% | 14,464 | $1.6M |
| Vontobel Holding Ltd. | 0.01% | Add +10.1% | 14,375 | $1.5M |
| Alliance Wealth Advisors, LLC | 0.46% | Add +15.9% | 14,312 | $1.5M |
| Northwest Wealth Management, LLC | 0.42% | Reduce -23.7% | 14,162 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +55.3% | 14,034 | $1.5M |
| Courier Capital LLC | 0.11% | No change | 13,931 | $1.5M |
| White Pine Capital LLC | 0.57% | Reduce -13.2% | 14,149 | $1.5M |
| Koshinski Asset Management, Inc. | 0.15% | Reduce -21.3% | 13,891 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -9.3% | 13,890 | $1.5M |
| FineMark National Bank & Trust | 0.06% | Reduce -0.9% | 13,865 | $1.5M |
| American Financial Advisors, LLC | 0.21% | Reduce -3.2% | 13,781 | $1.5M |
| Park Place Capital Corp | 0.53% | Reduce -13.1% | 13,714 | $1.5M |
| Keystone Financial Services | 0.64% | Add +1.7% | 13,695 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -1.5% | 13,693 | $1.5M |
| NorthCoast Asset Management LLC | 0.02% | New | 13,649 | $1.5M |
| Forthright Family Wealth Advisory LLC | 0.98% | Add +8.8% | 13,604 | $1.5M |
| Principal Financial Group Inc. | 0.00% | Add +0.9% | 13,577 | $1.5M |
| TFB Advisors LLC | 0.53% | New | 13,865 | $1.5M |
| WNY Asset Management, LLC | 0.22% | Reduce -37.7% | 13,456 | $1.4M |
| Impact Partnership Wealth, LLC | 0.57% | Reduce -35.1% | 13,409 | $1.4M |
| Austin Private Wealth, LLC | 0.17% | Reduce -46.4% | 13,456 | $1.4M |
| Farther Finance Advisors, LLC | 0.09% | Add +26.0% | 13,419 | $1.4M |
| Cordant, Inc. | 0.82% | Add +14.2% | 13,194 | $1.4M |
| National Philanthropic Trust | 0.03% | Reduce -7.4% | 13,194 | $1.4M |
| Synovus Financial Corp. | 0.02% | Reduce -1.9% | 13,088 | $1.4M |
| Grey Fox Wealth Advisors, LLC | 0.53% | Reduce -5.4% | 13,029 | $1.4M |
| Renasant Bank | 0.99% | Reduce -6.6% | 12,955 | $1.4M |
| Sovereign Financial Group, Inc. | 0.37% | Reduce -0.9% | 12,851 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.0% | 12,749 | $1.4M |
| Creative Capital Management Investments LLC | 0.71% | Add +0.4% | 12,711 | $1.4M |
| CMG Global Holdings, LLC | 0.94% | Reduce -0.2% | 12,694 | $1.4M |
| Norway Savings Bank | 0.57% | Add +5.8% | 12,686 | $1.4M |
| Old National Bancorp | 0.03% | Reduce -0.2% | 12,580 | $1.4M |
| Shepherd Financial Partners LLC | 0.18% | Reduce -9.7% | 12,455 | $1.3M |
| IPG Investment Advisors LLC | 0.29% | Add +3.7% | 12,397 | $1.3M |
| Mechanics Bank Trust Department | 0.19% | Reduce -24.2% | 12,275 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -4.8% | 12,199 | $1.3M |
| Jacobi Capital Management LLC | 0.12% | Reduce -26.4% | 12,194 | $1.3M |
| Willow Creek Wealth Management Inc. | 0.15% | Reduce -2.7% | 12,168 | $1.3M |
| Petix & Botte Co | 0.32% | New | 12,108 | $1.3M |
| Arcataur Capital Management LLC | 0.46% | No change | 11,909 | $1.3M |
| Sunbelt Securities, Inc. | 0.14% | Reduce -74.2% | 11,892 | $1.3M |
| Ellenbecker Investment Group | 0.27% | Reduce -1.6% | 11,757 | $1.3M |
| Interactive Financial Advisors, Inc. | 0.70% | Add +44.4% | 11,718 | $1.3M |
| Topel & Distasi Wealth Management, LLC | 0.55% | No change | 11,617 | $1.2M |
| Latitude Advisors, LLC | 0.78% | Add +19.1% | 11,593 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -4.8% | 11,559 | $1.2M |
| Cedar Brook Financial Partners, LLC | 0.25% | Reduce -4.4% | 11,541 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -3.8% | 11,525 | $1.2M |
| Sepio Capital, LP | 0.11% | No change | 11,410 | $1.2M |
| Compound Planning, Inc. | 0.11% | Reduce -27.1% | 11,388 | $1.2M |
| BOS Asset Management, LLC | 0.64% | Reduce -8.3% | 11,321 | $1.2M |
| Christensen, King & Associates Investment Services, Inc. | 0.61% | Reduce -7.7% | 11,312 | $1.2M |
| Blue Trust, Inc. | 0.02% | Reduce -58.6% | 11,277 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.45% | Reduce -6.6% | 11,158 | $1.2M |
| Shared Vision Wealth Group LLC | 0.74% | Add +32.2% | 11,089 | $1.2M |
| CW Advisors, LLC | 0.02% | Reduce -17.0% | 11,083 | $1.2M |
| Glen Eagle Advisors, LLC | 0.22% | Reduce -7.6% | 10,966 | $1.2M |
| Global Retirement Partners, LLC | 0.04% | Reduce -16.1% | 10,955 | $1.2M |
| Addison Capital Co | 0.58% | Add +34.0% | 10,930 | $1.2M |
| Biondo Investment Advisors, LLC | 0.18% | Add +2.9% | 10,865 | $1.2M |
| Simon Quick Advisors, LLC | 0.09% | No change | 10,764 | $1.2M |
| Perissos Private Wealth Management, LLC | 1.04% | — | 10,708 | $1.2M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -27.6% | 10,594 | $1.1M |
| Peregrine Asset Advisers, Inc. | 0.45% | Reduce -3.6% | 10,570 | $1.1M |
| 180 Wealth Advisors, LLC | 0.20% | Reduce -6.1% | 10,505 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -6.5% | 10,491 | $1.1M |
| City Holding Co. | 0.17% | Reduce -17.6% | 10,491 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -36.6% | 10,473 | $1.1M |
| Nikulski Financial, Inc. | 0.37% | Reduce -11.4% | 10,455 | $1.1M |
| Wallace Advisory Group, LLC | 0.84% | Add +382.9% | 10,435 | $1.1M |
| Merit Financial Group, LLC | 0.03% | Add +70.5% | 10,559 | $1.1M |
| Safeguard Investment Advisory Group, LLC | 0.37% | Reduce -12.3% | 10,183 | $1.1M |
| First Hawaiian Bank | 0.03% | Reduce -0.4% | 10,114 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -38.9% | 10,092 | $1.1M |
| Choreo, LLC | 0.03% | Reduce -9.7% | 10,085 | $1.1M |
| Red Wave Investments LLC | 0.41% | Reduce -9.0% | 10,067 | $1.1M |
| Advus Financial Partners, LLC | 0.33% | Reduce -7.0% | 10,039 | $1.1M |
| Strategic Blueprint, LLC | 0.08% | Reduce -25.5% | 10,009 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +1.1% | 10,053 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -11.2% | 9,870 | $1.1M |
| TNF LLC | 0.42% | Reduce -24.2% | 9,997 | $1.1M |
| High Falls Advisors, Inc | 0.27% | Add +1.3% | 9,829 | $1.1M |
| Icon Wealth Advisors, LLC | 0.10% | Add +5.0% | 9,812 | $1.1M |
| Parker Financial LLC | 0.59% | Reduce -6.9% | 9,620 | $1.0M |
| Tyche Wealth Partners LLC | 0.25% | No change | 9,616 | $1.0M |
| Liberty Wealth Management LLC | 0.20% | Add +6.9% | 9,488 | $1.0M |
| Csenge Advisory Group | 0.06% | Reduce -38.7% | 9,459 | $1.0M |
| Beacon Financial Group | 0.12% | Add +31.1% | 9,422 | $1.0M |
| Shayne & Jacobs, LLC | 0.27% | Reduce -0.8% | 9,360 | $1.0M |
| Palisade Asset Management, LLC | 0.10% | No change | 9,337 | $1.0M |
| Sharkey, Howes & Javer | 0.16% | Add +9.7% | 9,314 | $1.0M |
| Fairway Wealth LLC | 0.68% | Reduce -44.9% | 9,307 | $1000K |
| Madden Advisory Services, Inc. | 0.53% | Add +4.9% | 9,288 | $998K |
| Pinnacle Associates Ltd. | 0.02% | Reduce -2.6% | 9,256 | $994K |
| Invictus Private Wealth, LLC | 0.09% | Reduce -54.6% | 9,235 | $992K |
| Graypoint LLC | 0.07% | Add +1.3% | 9,170 | $985K |
| Atwater Malick LLC | 0.34% | Reduce -11.7% | 9,088 | $976K |
| Aviance Capital Partners, LLC | 0.14% | Add +2.1% | 9,073 | $975K |
| Focus Financial Network, Inc. | 0.05% | — | 9,212 | $973K |
| Awm Capital, LLC | 0.16% | Reduce -2.2% | 8,919 | $958K |
| Bigelow Investment Advisors, LLC | 0.47% | Reduce -0.1% | 8,916 | $958K |
| Chemistry Wealth Management LLC | 0.26% | Add +3.5% | 8,916 | $958K |
| Tidal Investments LLC | 0.02% | Add +250.6% | 8,902 | $956K |
| Busey Bank | 0.03% | Reduce -21.3% | 8,658 | $930K |
| Savant Capital, LLC | 0.01% | Reduce -21.9% | 8,646 | $929K |
| Keel Point, LLC | 0.10% | Reduce -0.1% | 8,633 | $927K |
| Bank of Marin | 0.81% | Reduce -2.9% | 8,599 | $924K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.7% | 8,581 | $922K |
| Alpha Cubed Investments, LLC | 0.05% | Add +0.9% | 8,562 | $920K |
| Seldon Capital LP | 0.55% | No change | 8,515 | $915K |
| Valued Retirements, Inc. | 1.46% | Reduce -1.2% | 8,501 | $913K |
| Cardiff Park Advisors, LLC | 0.09% | No change | 8,499 | $913K |
| Chapin Davis, Inc. | 0.33% | Reduce -4.1% | 8,315 | $893K |
| Eagle Strategies LLC | 0.20% | New | 8,287 | $890K |
| Quattro Financial Advisors LLC | 0.25% | Add +7628.0% | 8,269 | $888K |
| Gill Capital Partners, LLC | 0.36% | Reduce -0.9% | 8,382 | $885K |
| True Vision MN LLC | 0.62% | Add +20.8% | 8,295 | $877K |
| PAX Financial Group, LLC | 0.18% | Reduce -9.8% | 8,167 | $877K |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -0.4% | 8,162 | $877K |
| Cambridge Capital Management, LLC | 0.68% | Add +9.1% | 8,112 | $871K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -1.4% | 8,034 | $863K |
| IVC Wealth Advisors LLC | 0.50% | Reduce -26.2% | 8,027 | $862K |
| Caldwell Trust Co | 0.10% | Reduce -6.4% | 7,989 | $858K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +20.6% | 7,972 | $856K |
| First American Trust, FSB | 0.09% | Add +27.4% | 7,948 | $854K |
| Gould Asset Management LLC | 0.21% | Add +28.4% | 7,912 | $850K |
| Tilia Fiduciary Partners, Inc. | 0.69% | Reduce -31.4% | 7,884 | $847K |
| Planned Solutions, Inc. | 0.41% | Reduce -3.6% | 7,844 | $843K |
| Grandview Asset Management LLC | 0.38% | Reduce -2.1% | 7,803 | $838K |
| Trust Co. of Vermont | 0.05% | Add +1.1% | 7,791 | $837K |
| Duncker Streett & Co. Inc. | 0.16% | Reduce -3.8% | 7,759 | $833K |
| Farrell Financial LLC | 0.68% | Reduce -8.2% | 7,726 | $830K |
| Kingfisher Capital LLC | 0.20% | Reduce -4.4% | 7,646 | $821K |
| Scissortail Wealth Management, LLC | 0.22% | New | 7,634 | $820K |
| Fagan Associates, Inc. | 0.15% | Add +0.2% | 7,617 | $818K |
| One Wealth Advisors, LLC | 0.14% | Reduce -55.5% | 7,549 | $811K |
| Watershed Private Wealth LLC | 0.36% | New | 7,522 | $808K |
| Alterna Wealth Management, Inc. | 0.65% | Reduce -5.7% | 7,498 | $805K |
| NorthRock Partners, LLC | 0.03% | Reduce -24.1% | 7,486 | $804K |
| Wealthspire Retirement, LLC | 0.07% | Add +160.5% | 7,431 | $798K |
| Castleview Partners, LLC | 0.44% | Reduce -3.4% | 7,417 | $797K |
| Baker Tilly Wealth Management, LLC | 0.14% | Reduce -9.0% | 7,417 | $797K |
| Invst, LLC | 0.09% | Add +6.8% | 7,404 | $790K |
| TRUE Private Wealth Advisors | 0.09% | Reduce -4.7% | 7,331 | $787K |
| Private Harbour Investment Management & Counsel, LLC | 0.85% | Reduce -3.9% | 7,325 | $787K |
| Inscription Capital, LLC | 0.13% | Add +78.8% | 7,312 | $785K |
| StoneX Group Inc. | 0.07% | Reduce -4.0% | 7,286 | $783K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -10.2% | 7,270 | $781K |
| Bay Harbor Wealth Management, LLC | 0.28% | Reduce -3.3% | 7,235 | $777K |
| Upper Left Wealth Management, LLC | 0.72% | Reduce -14.3% | 7,224 | $776K |
| Stephens Inc. | 0.01% | Add +3.0% | 7,185 | $772K |
| Avior Wealth Management, LLC | 0.04% | Add +93.2% | 7,173 | $770K |
| First National Corp. /Ma/ | 0.19% | No change | 7,139 | $767K |
| Hilltop Holdings Inc. | 0.09% | Add +178.1% | 7,144 | $767K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -1.4% | 7,132 | $766K |
| Bath Savings Trust Co | 0.08% | Reduce -3.1% | 7,120 | $765K |
| Banque Pictet & Cie SA | 0.01% | No change | 7,050 | $757K |
| WealthShield Partners, LLC | 0.12% | Reduce -2.7% | 7,023 | $754K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -86.1% | 6,967 | $748K |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -57.6% | 6,953 | $747K |
| Marshall Financial Group Inc. | 0.25% | Add +6.1% | 6,930 | $744K |
| Van Strum & Towne Inc. | 0.27% | Add +2.2% | 6,905 | $742K |
| Corepath Wealth Partners LLC | 0.82% | Reduce -36.0% | 6,992 | $739K |
| FinTrust Capital Advisors, LLC | 0.14% | Add +3.9% | 6,877 | $739K |
| Diversify Advisory Services, LLC | 0.04% | — | 6,912 | $737K |
| Atlas Brown,Inc. | 0.27% | Reduce -3.0% | 6,835 | $734K |
| Tiemann Investment Advisors, LLC | 0.33% | Reduce -16.8% | 6,825 | $733K |
| Apollon Wealth Management, LLC | 0.02% | Add +3.9% | 6,719 | $722K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -4.6% | 6,703 | $720K |
| WealthTrust Axiom LLC | 0.22% | No change | 6,500 | $698K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.8% | 6,477 | $696K |
| Fisher Asset Management | 0.00% | Reduce -12.3% | 6,443 | $692K |
| LPWM LLC | 0.25% | Reduce -4.0% | 6,481 | $686K |
| LifeGuide Financial Advisors, LLC | 0.35% | Reduce -40.4% | 6,384 | $686K |
| Unique Wealth Strategies, LLC | 0.33% | New | 6,365 | $684K |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -37.1% | 6,307 | $677K |
| SilverOak Wealth Management LLC | 0.17% | Reduce -9.3% | 6,298 | $676K |
| Parkside Financial Bank & Trust | 0.11% | Reduce -4.4% | 6,280 | $675K |
| Garner Asset Management Corp | 0.25% | Add +9.7% | 6,192 | $665K |
| CIBC Private Wealth Group LLC | 0.00% | Add +48.4% | 6,123 | $653K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.32% | No change | 6,029 | $648K |
| Faithward Advisors, LLC | 0.12% | Reduce -0.7% | 6,006 | $645K |
| McAdam, LLC | 0.04% | Reduce -12.2% | 5,980 | $642K |
| Clear Investment Research, LLC | 0.86% | Add +12.6% | 5,968 | $641K |
| DAVENPORT & Co LLC | 0.00% | Reduce -14.0% | 5,945 | $639K |
| IHT Wealth Management, LLC | 0.03% | Reduce -36.7% | 5,918 | $636K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 5,905 | $634K |
| Flagstar Securities, Inc. | 0.18% | Reduce -26.7% | 5,885 | $632K |
| Archvest Wealth Advisors, Inc. | 0.45% | Add +14.1% | 5,916 | $631K |
| Wealth Quarterback LLC | 0.35% | Reduce -1.2% | 5,848 | $628K |
| Summitry LLC | 0.03% | Reduce -1.5% | 5,805 | $624K |
| Modern Wealth Management, LLC | 0.06% | Reduce -4.4% | 5,766 | $619K |
| Derbend Asset Management | 0.30% | Add +4.8% | 5,762 | $619K |
| Cambridge Associates LLC /Ma/ | 0.03% | Reduce -93.6% | 5,756 | $618K |
| ProVise Management Group, LLC | 0.05% | Reduce -26.8% | 5,707 | $613K |
| Bar Harbor Wealth Management | 0.04% | Reduce -27.2% | 5,706 | $613K |
| Cubic Asset Management, LLC | 0.14% | Add +1.9% | 5,696 | $612K |
| Flaharty Asset Management, LLC | 0.09% | Reduce -0.7% | 5,651 | $607K |
| Mosley Wealth Management | 0.57% | Add +0.0% | 5,649 | $607K |
| Ancora Advisors LLC | 0.01% | Reduce -5.0% | 5,643 | $606K |
| Buck Wealth Strategies, LLC | 0.21% | Reduce -89.3% | 5,631 | $605K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -68.8% | 5,626 | $604K |
| IFP Advisors, Inc | 0.03% | Reduce -14.9% | 5,572 | $598K |
| Guidance Capital, Inc. | 0.22% | Reduce -50.1% | 5,642 | $597K |
| Rosenblum Silverman Sutton S F Inc. | 0.17% | No change | 5,510 | $592K |
| Centurion Wealth Management LLC | 0.23% | Add +2.1% | 5,486 | $589K |
| AllSquare Wealth Management LLC | 0.34% | No change | 5,479 | $588K |
| Copperleaf Capital, LLC | 0.51% | Add +5.5% | 5,479 | $588K |
| Moors & Cabot, Inc. | 0.03% | Reduce -5.1% | 5,471 | $588K |
| Regions Financial Corp. | 0.00% | Reduce -8.2% | 5,461 | $587K |
| Cambria Investment Management, L.P. | 0.03% | No change | 5,441 | $583K |
| Windsor Capital Management, LLC | 0.18% | Reduce -51.0% | 5,426 | $583K |
| Gibson Capital, LLC | 0.13% | Reduce -14.8% | 5,424 | $583K |
| Peninsula Wealth, LLC | 0.12% | Reduce -14.8% | 5,404 | $580K |
| Regal Investment Advisors LLC | 0.04% | Reduce -3.4% | 5,401 | $580K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -7.8% | 60,832 | $580K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -35.1% | 5,388 | $579K |
| EFG Asset Management (Americas) Corp. | 0.18% | No change | 5,387 | $579K |
| FC Advisory LLC | 0.21% | Add +0.1% | 5,376 | $577K |
| Journey Advisory Group, LLC | 0.07% | Reduce -5.3% | 5,362 | $576K |
| Realta Investment Advisors | 0.12% | Reduce -14.4% | 5,344 | $574K |
| JB Capital LLC | 0.04% | Reduce -3.5% | 5,329 | $572K |
| VCI Wealth Management LLC | 0.39% | Add +73.8% | 5,328 | $572K |
| Transcend Capital Advisors, LLC | 0.05% | Add +1.6% | 5,313 | $571K |
| Cutter & CO Brokerage, Inc. | 0.14% | Reduce -8.5% | 5,301 | $569K |
| Pinnacle Bancorp, Inc. | 0.17% | Add +136.1% | 5,284 | $568K |
| Parsons Capital Management Inc. | 0.04% | Reduce -13.5% | 5,275 | $567K |
| Level Four Advisory Services, LLC | 0.03% | No change | 5,266 | $566K |
| Syntal Capital Partners, LLC | 5.65% | New | 5,267 | $566K |
| Two Sigma Securities, LLC | 0.03% | New | 5,224 | $561K |
| Ground Swell Capital, LLC | 0.59% | New | 5,209 | $559K |
| Baldwin Investment Management, LLC | 0.08% | No change | 5,200 | $559K |
| SVB Wealth LLC | 0.01% | Reduce -69.3% | 5,188 | $557K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -22.5% | 5,181 | $556K |
| Apella Capital, LLC | 0.03% | Reduce -18.7% | 5,172 | $553K |
| Cape Cod Five Cents Savings Bank | 0.05% | Reduce -3.1% | 5,134 | $551K |
| Alhambra Investment Management LLC | 0.30% | No change | 5,119 | $550K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -54.2% | 5,106 | $548K |
| American Trust | 0.05% | Reduce -1.2% | 5,056 | $543K |
| J. W. Coons Advisors, LLC | 0.10% | Reduce -4.9% | 5,035 | $541K |
| Kelleher Financial Advisors | 0.22% | No change | 5,000 | $537K |
| Spectrum Wealth Counsel, LLC | 0.06% | Add +5.5% | 4,904 | $527K |
| RS Crum Inc. | 0.14% | Add +0.0% | 4,899 | $526K |
| Signet Financial Management, LLC | 0.07% | Reduce -0.8% | 4,889 | $525K |
| Gen-Wealth Partners Inc | 0.26% | — | 4,806 | $516K |
| Hardy Reed LLC | 0.06% | Reduce -9.5% | 4,797 | $515K |
| Portfolio Strategies, Inc. | 0.04% | New | 4,797 | $515K |
| Headinvest, LLC | 0.10% | No change | 4,784 | $514K |
| Pinnacle Financial Group, LLC / IL | 0.23% | No change | 4,769 | $512K |
| Scotia Capital Inc. | 0.00% | Reduce -46.4% | 4,769 | $512K |
| Councilor Wealth, LLC | 0.26% | No change | 4,741 | $509K |
| Ballentine Partners, LLC | 0.01% | No change | 4,736 | $509K |
| Consolidated Portfolio Review Corp | 0.13% | Reduce -15.8% | 4,696 | $504K |
| Northwest Bancshares, Inc. | 0.08% | New | 4,679 | $503K |
| LexAurum Advisors, LLC | 0.13% | Reduce -19.2% | 4,665 | $501K |
| 4Thought Financial Group Inc. | 0.33% | Add +8.3% | 4,623 | $497K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +64.7% | 4,615 | $496K |
| Walker Asset Management, LLC | 0.33% | Add +0.2% | 4,610 | $495K |
| Apeiron RIA LLC | 0.14% | Reduce -46.5% | 4,591 | $493K |
| HB Wealth Management, LLC | 0.01% | Reduce -3.2% | 4,572 | $491K |
| Old Port Advisors | 0.15% | Reduce -18.2% | 4,569 | $491K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -3.4% | 4,559 | $490K |
| Financial Network Wealth Advisors LLC | 0.49% | Reduce -4.1% | 4,554 | $489K |
| Divergent Wealth Advisors | 0.10% | Reduce -3.8% | 4,551 | $489K |
| RDA Financial Network | 0.17% | Reduce -3.6% | 4,546 | $488K |
| Fiera Capital Corp | 0.00% | Add +3.8% | 4,541 | $488K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +42.9% | 4,509 | $484K |
| Ieq Capital, LLC | 0.01% | Reduce -2.3% | 4,504 | $484K |
| Oder Investment Management, LLC | 0.45% | Reduce -12.1% | 4,491 | $482K |
| S.A. Mason LLC | 0.29% | No change | 4,447 | $478K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +10.6% | 4,446 | $478K |
| Private Trust Co. NA | 0.05% | Add +7.4% | 4,441 | $477K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -7.2% | 4,417 | $474K |
| Auour Investments LLC | 0.17% | Reduce -0.0% | 4,385 | $471K |
| Middleton & Co. Inc. | 0.05% | New | 4,379 | $470K |
| Wintrust Investments LLC | 0.04% | Reduce -34.3% | 4,364 | $469K |
| Syntax Research, Inc. | 0.36% | No change | 4,365 | $469K |
| PFG Advisors | 0.03% | Reduce -7.1% | 4,352 | $467K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -58.7% | 4,351 | $467K |
| Evexia Wealth LLC | 0.19% | Add +10.2% | 4,392 | $466K |
| Houlihan Financial Resource Group, Ltd. | 0.21% | No change | 4,332 | $465K |
| Mission Wealth Management, LP | 0.01% | Add +68.4% | 4,314 | $463K |
| Financial Gravity Asset Management, Inc. | 0.13% | Reduce -16.5% | 4,292 | $461K |
| Jeppson Wealth Management, LLC | 0.18% | Reduce -0.1% | 4,285 | $460K |
| Chicago Partners Investment Group LLC | 0.02% | Add +4.2% | 4,341 | $460K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -17.5% | 4,266 | $458K |
| Stone House Investment Management, LLC | 0.11% | Add +39.2% | 4,260 | $458K |
| Pinnacle Financial Partners Inc | 0.01% | Add +9.3% | 4,249 | $456K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -31.0% | 4,249 | $456K |
| NWF Advisory Services Inc. | 0.08% | Reduce -65.7% | 4,222 | $453K |
| Jane Street Group, LLC | 0.00% | Add +116.6% | 4,193 | $450K |
| N.E.W. Advisory Services LLC | 0.05% | Reduce -2.2% | 4,173 | $448K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | No change | 4,103 | $441K |
| NorthLanding Financial Partners, LLC | 0.48% | Reduce -4.9% | 4,102 | $441K |
| Pekin Hardy Strauss, Inc. | 0.06% | Reduce -16.3% | 4,100 | $440K |
| HCR Wealth Advisors | 0.07% | Reduce -9.9% | 4,083 | $439K |
| Clearview Wealth Advisors LLC | 0.44% | Add +92.0% | 4,058 | $436K |
| Mattern Wealth Management LLC | 0.11% | No change | 4,050 | $435K |
| Glenview Trust Co | 0.01% | No change | 4,030 | $433K |
| Invesco Ltd. | 0.00% | Add +2.5% | 4,024 | $432K |
| Market Street Wealth Management Advisors LLC | 0.08% | No change | 4,007 | $430K |
| Coordinated Financial Services, Inc. | 0.38% | — | 4,002 | $430K |
| Verition Fund Management LLC | 0.00% | New | 4,000 | $430K |
| TBH Global Asset Management, LLC | 0.09% | Reduce -3.8% | 3,969 | $426K |
| J. L. Bainbridge & Co., Inc. | 0.05% | No change | 3,951 | $424K |
| Silverlake Wealth Management LLC | 0.21% | Reduce -50.1% | 3,927 | $422K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.6% | 3,873 | $416K |
| Venture Visionary Partners LLC | 0.02% | Reduce -6.0% | 3,859 | $414K |
| King Wealth Management Group | 0.07% | Reduce -9.1% | 3,775 | $406K |
| International Assets Investment Management, LLC | 0.04% | Reduce -25.4% | 3,804 | $406K |
| Wambolt & Associates, LLC | 0.12% | Reduce -17.2% | 3,787 | $404K |
| Foundry Financial Group, Inc. | 0.29% | No change | 3,757 | $404K |
| Camelot Technology Advisors, Inc. | 0.37% | Reduce -3.0% | 3,749 | $403K |
| Aptus Capital Advisors, LLC | 0.01% | Add +154.3% | 3,746 | $402K |
| Prudent Man Advisors, LLC | 0.15% | Reduce -0.2% | 3,725 | $400K |
| First United Bank & Trust | 0.15% | Add +1.3% | 3,723 | $400K |
| Financial Counselors Inc. | 0.01% | Reduce -7.2% | 3,718 | $399K |
| Hartline Investment Corp./ | 0.07% | New | 3,713 | $399K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -14.7% | 3,713 | $399K |
| FirstPurpose Wealth LLC | 0.14% | Reduce -1.0% | 3,727 | $394K |
| Country Club Bank | 0.03% | Reduce -7.8% | 3,672 | $394K |
| Mainstay Capital Management LLC | 0.07% | Reduce -0.3% | 3,658 | $393K |
| Evanson Asset Management, LLC | 0.03% | No change | 3,648 | $392K |
| Cascade Financial Partners, LLC | 0.06% | — | 3,691 | $392K |
| Prentiss Smith & Co. Inc. | 0.27% | No change | 3,635 | $390K |
| Accel Wealth Management | 0.16% | Reduce -8.4% | 3,588 | $385K |
| Creative Financial Designs Inc. | 0.04% | Reduce -42.2% | 3,526 | $379K |
| BTG Pactual Global Asset Management Ltd | 0.12% | New | 3,565 | $377K |
| Clarity Financial LLC | 0.06% | Add +1.3% | 3,505 | $376K |
| Mathes Company, Inc. | 0.14% | Reduce -47.8% | 3,500 | $376K |
| Ghe, LLC | 0.17% | No change | 3,472 | $373K |
| Wellington Shields & Co., LLC | 0.12% | No change | 3,454 | $371K |
| Citizens & Northern Corp. | 0.13% | Add +8.2% | 3,442 | $370K |
| Fortitude Advisory Group L.L.C. | 0.21% | Reduce -5.1% | 3,433 | $369K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -80.3% | 3,400 | $365K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.8% | 3,393 | $364K |
| LVW Advisors, LLC | 0.06% | No change | 3,393 | $364K |
| Capital Wealth Alliance, LLC | 0.21% | Add +0.7% | 3,370 | $362K |
| Brown Advisory Inc. | 0.00% | Reduce -15.1% | 3,367 | $362K |
| Park Edge Advisors, LLC | 0.10% | Reduce -26.8% | 3,358 | $361K |
| Tranquilli Financial Advisor LLC | 0.24% | Add +0.6% | 3,355 | $360K |
| Plancorp, LLC | 0.02% | Add +28.8% | 3,339 | $359K |
| Burns J W & Co. Inc. | 0.05% | Reduce -2.1% | 3,331 | $358K |
| International Private Wealth Advisors LLC | 0.69% | Reduce -3.5% | 3,330 | $358K |
| Carnegie Investment Counsel | 0.01% | Reduce -28.4% | 3,319 | $356K |
| W.H. Cornerstone Investments Inc. | 0.26% | Reduce -25.1% | 3,312 | $356K |
| Morningstar Investment Services LLC | 0.00% | Reduce -16.9% | 3,286 | $353K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -41.1% | 3,279 | $352K |
| Lanark Financial, Inc. | 0.03% | Reduce -39.3% | 3,280 | $352K |
| JMG Financial Group, Ltd. | 0.01% | Add +35.3% | 3,271 | $351K |
| Summit Financial Strategies, Inc. | 0.05% | Add +6.9% | 3,268 | $351K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -28.8% | 3,250 | $349K |
| Valmark Advisers, Inc. | 0.01% | Reduce -23.2% | 3,216 | $345K |
| Westmount Partners, LLC | 0.12% | Add +3.0% | 3,215 | $345K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -1.5% | 3,210 | $345K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -7.9% | 3,203 | $344K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +6.4% | 3,193 | $343K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Add +17.2% | 3,251 | $341K |
| Avid Wealth Partners LLC | 0.27% | New | 3,096 | $333K |
| Signal Advisors Wealth, LLC | 0.08% | Reduce -23.4% | 3,077 | $331K |
| Keystone Financial Group | 0.05% | Reduce -7.5% | 3,056 | $328K |
| Belpointe Asset Management LLC | 0.02% | Reduce -20.4% | 3,022 | $325K |
| Silvia McColl Wealth Management, LLC | 0.28% | No change | 3,055 | $323K |
| Waterloo Capital, L.P. | 0.04% | Reduce -8.4% | 3,004 | $323K |
| Capital Analysts, LLC | 0.01% | Reduce -4.8% | 2,999 | $322K |
| Klingman & Associates, LLC | 0.02% | Reduce -11.1% | 2,991 | $321K |
| Janney Capital Management LLC | 0.02% | Reduce -7.6% | 2,955 | $317K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | New | 2,945 | $316K |
| Mather Group, Llc. | 0.01% | Reduce -13.7% | 2,929 | $315K |
| UMB Bank, n.a. | 0.01% | Reduce -2.9% | 2,931 | $315K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -43.5% | 2,922 | $314K |
| Tidemark, LLC | 0.17% | Reduce -6.2% | 2,907 | $312K |
| PCA Investment Advisory Services Inc. | 0.17% | Reduce -14.5% | 2,895 | $311K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -11.4% | 2,882 | $310K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -9.9% | 2,874 | $309K |
| Jackson Hole Capital Partners, LLC | 0.07% | No change | 2,852 | $306K |
| Legacy PCG, LLC | 0.19% | Reduce -12.4% | 2,848 | $306K |
| SPC Financial, Inc. | 0.03% | Reduce -1.4% | 2,845 | $306K |
| Joseph P. Lucia & Associates, LLC | 0.16% | Reduce -9.0% | 2,839 | $305K |
| Institute for Wealth Management, LLC. | 0.04% | Add +0.6% | 2,832 | $304K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,820 | $303K |
| Investment Advisory Group, LLC | 0.13% | Reduce -5.7% | 2,816 | $302K |
| Bulltick Wealth Management, LLC | 0.06% | Add +16.6% | 2,812 | $302K |
| Successful Portfolios LLC | 0.21% | Reduce -6.8% | 2,809 | $302K |
| Total Investment Management Inc. | 0.04% | Reduce -14.5% | 2,809 | $302K |
| Stonegate Investment Group, LLC | 0.01% | No change | 2,801 | $301K |
| Arkadios Wealth Advisors | 0.02% | New | 2,801 | $301K |
| Napatree Capital LLC | 0.29% | Reduce -8.1% | 2,850 | $301K |
| Good Life Advisors, LLC | 0.03% | Reduce -6.6% | 2,786 | $299K |
| Client 1ST Advisory Group, LLC | 0.13% | Add +8.6% | 2,778 | $298K |
| Family Investment Center, Inc. | 0.10% | Reduce -22.6% | 2,774 | $298K |
| SlateStone Wealth, LLC | 0.03% | No change | 2,738 | $294K |
| Journey Strategic Wealth LLC | 0.01% | Add +13.6% | 2,732 | $293K |
| Paragon Capital Management Ltd | 0.05% | Add +0.3% | 2,723 | $292K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -62.3% | 2,721 | $292K |
| MKT Advisors LLC | 0.16% | Reduce -4.9% | 2,752 | $291K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -4.2% | 2,697 | $290K |
| Main Street Financial Solutions, LLC | 0.03% | Add +2.8% | 2,659 | $286K |
| Berger Financial Group, Inc | 0.02% | Add +0.3% | 2,645 | $284K |
| Cottonwood Capital Advisors, LLC | 0.22% | Reduce -5.7% | 2,680 | $283K |
| My Legacy Advisors, LLC | 0.10% | Reduce -50.7% | 2,638 | $283K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 2,628 | $282K |
| North Star Investment Management Corp. | 0.02% | Add +10.5% | 2,627 | $282K |
| Austin Asset Management Co Inc | 0.06% | No change | 2,617 | $281K |
| Emergent Wealth Advisors, LLC | 0.24% | New | 2,611 | $280K |
| Vanguard Group Inc. | 0.00% | Reduce -14.2% | 2,589 | $278K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.4% | 2,570 | $276K |
| Continuum Advisory, LLC | 0.04% | Reduce -11.8% | 2,575 | $273K |
| TCTC Holdings, LLC | 0.01% | Add +0.2% | 2,529 | $272K |
| Wilmington Savings Fund Society, FSB | 0.01% | — | 2,523 | $271K |
| Vise Technologies, Inc. | 0.05% | Reduce -20.8% | 2,496 | $268K |
| Maripau Wealth Management LLC | 0.20% | Reduce -33.0% | 2,495 | $268K |
| All Terrain Financial Advisors, LLC | 0.12% | Reduce -18.2% | 2,495 | $268K |
| Wolverine Trading, LLC | 0.00% | Reduce -61.0% | 2,494 | $268K |
| WMG Financial Advisors, LLC | 0.15% | No change | 2,490 | $267K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -2.4% | 2,486 | $267K |
| Founders Capital Management | 0.18% | No change | 2,484 | $267K |
| Bard Associates Inc. | 0.10% | No change | 2,480 | $266K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 2,476 | $266K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -35.6% | 2,473 | $266K |
| West Paces Advisors Inc. | 0.07% | No change | 2,456 | $264K |
| Argent Trust Co | 0.01% | Reduce -2.0% | 2,427 | $261K |
| Norden Group LLC | 0.05% | New | 2,398 | $258K |
| New Covenant Trust Company, N.A. | 0.26% | — | 2,379 | $256K |
| Meridian Wealth Management, LLC | 0.04% | Reduce -44.0% | 2,367 | $254K |
| Goldstone Financial Group, LLC | 0.06% | Add +0.1% | 2,353 | $253K |
| Greenspring Advisors, LLC | 0.06% | No change | 2,346 | $252K |
| Orcam Financial Group | 0.28% | No change | 2,342 | $252K |
| One Charles Private Wealth Services, LLC | 0.11% | Reduce -0.9% | 2,341 | $251K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -9.3% | 2,335 | $251K |
| Aletheian Wealth Advisors LLC | 0.14% | Add +1.7% | 2,331 | $250K |
| Vawter Financial, Ltd. | 0.18% | Reduce -19.3% | 2,329 | $250K |
| Strategic Point Investment Advisors, LLC | 0.05% | No change | 2,320 | $249K |
| SFE Investment Counsel | 0.06% | Add +1.4% | 2,281 | $245K |
| Rodgers Brothers Inc. | 0.03% | Reduce -15.0% | 2,274 | $244K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +0.1% | 2,272 | $244K |
| Optimum Investment Advisors | 0.11% | Add +15.2% | 2,263 | $243K |
| Financial Architects, LLC | 0.17% | New | 2,255 | $242K |
| First National Trust Co | 0.01% | Reduce -10.4% | 2,245 | $241K |
| Destination Wealth Management | 0.01% | No change | 2,238 | $240K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 2,222 | $239K |
| Ritholtz Wealth Management | 0.01% | Reduce -7.0% | 2,220 | $238K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -92.6% | 2,219 | $238K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Add +5.6% | 2,206 | $237K |
| TD Capital Management LLC | 0.03% | No change | 2,201 | $236K |
| Private Portfolio Partners LLC | 0.05% | New | 2,196 | $236K |
| CENTRAL TRUST Co | 0.01% | Add +265.3% | 2,192 | $235K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -54.0% | 2,183 | $234K |
| Choate Investment Advisors | 0.01% | No change | 2,180 | $234K |
| AlTi Global, Inc. | 0.01% | New | 2,171 | $233K |
| Davidson Trust Co. | 0.13% | No change | 2,150 | $231K |
| Retirement Capital Strategies | 0.09% | Reduce -86.1% | 2,141 | $230K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 2,140 | $230K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Reduce -7.2% | 2,106 | $226K |
| Berkshire Money Management, Inc. | 0.03% | New | 2,106 | $226K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -13.6% | 2,106 | $226K |
| AlphaMark Advisors, LLC | 0.08% | Reduce -19.2% | 2,100 | $226K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | New | 2,100 | $226K |
| MBE Wealth Management, LLC | 0.14% | Reduce -96.9% | 2,090 | $224K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -5.9% | 2,078 | $223K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -53.6% | 2,065 | $222K |
| Telos Capital Management, Inc. | 0.03% | Reduce -15.2% | 2,062 | $221K |
| Todd Asset Management LLC | 0.00% | No change | 2,060 | $221K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -4.5% | 2,056 | $221K |
| Melfa Wealth Management, Inc. | 0.16% | New | 2,056 | $221K |
| 9258 Wealth Management, LLC | 0.03% | Reduce -26.8% | 2,045 | $220K |
| Dearborn Partners LLC | 0.01% | No change | 2,045 | $220K |
| Dogwood Wealth Management LLC | 0.15% | Reduce -24.4% | 2,041 | $219K |
| Fairfield, Bush & Co. | 0.13% | No change | 2,030 | $218K |
| Columbia Advisory Partners LLC | 0.22% | Reduce -25.6% | 2,028 | $218K |
| Wealth Advisory Solutions, LLC | 0.06% | Reduce -0.6% | 2,022 | $217K |
| Indiana Trust & Investment Management Co | 0.09% | Reduce -3.5% | 2,015 | $216K |
| Keebeck Wealth Management | 0.03% | Add +6.1% | 2,014 | $216K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,008 | $216K |
| Cypress Capital Group | 0.03% | No change | 2,005 | $215K |
| Fiduciary Alliance LLC | 0.04% | Reduce -19.4% | 2,019 | $215K |
| Campbell Wealth Management | 0.02% | Reduce -99.6% | 2,004 | $215K |
| Nvwm, LLC | 0.06% | Reduce -3.5% | 2,000 | $215K |
| Eagle Global Advisors LLC | 0.01% | No change | 2,000 | $215K |
| Spreng Capital Management, Inc. | 0.12% | No change | 1,997 | $214K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -4.5% | 2,002 | $214K |
| Ridgecrest Wealth Partners, LLC | 0.13% | No change | 1,986 | $213K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,978 | $212K |
| Proficio Capital Partners LLC | 0.02% | No change | 1,970 | $212K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | New | 1,961 | $211K |
| Guidance Point Advisors, LLC | 0.07% | Reduce -94.8% | 1,954 | $210K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.1% | 1,942 | $209K |
| Buckhead Capital Management LLC | 0.07% | New | 1,938 | $208K |
| Excalibur Management Corp. | 0.09% | Reduce -32.9% | 1,926 | $207K |
| Security Financial Services, INC. | 0.05% | New | 1,924 | $207K |
| Citizens Financial Group Inc. | 0.01% | Reduce -32.5% | 1,922 | $206K |
| Colony Family Offices, LLC | 0.07% | Add +5.4% | 1,906 | $205K |
| Naples Global Advisors, LLC | 0.02% | No change | 1,900 | $204K |
| Texas Yale Capital Corp. | 0.01% | No change | 1,900 | $204K |
| Disciplined Investments, LLC | 0.11% | Reduce -37.6% | 1,890 | $203K |
| Powell Investment Advisors, LLC | 0.11% | No change | 1,890 | $203K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -7.4% | 1,890 | $203K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -50.2% | 1,888 | $203K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 1,882 | $202K |
| Aprio Wealth Management, LLC | 0.04% | New | 1,876 | $202K |
| Black Diamond Financial, LLC | 0.05% | No change | 1,874 | $201K |
| Coastline Trust Co | 0.02% | Reduce -67.9% | 1,874 | $201K |
| RBA Wealth Management, LLC | 0.08% | Reduce -7.0% | 1,873 | $201K |
| WESPAC Advisors SoCal, LLC | 0.05% | Reduce -2.6% | 1,870 | $201K |
| Westshore Wealth, LLC | 0.08% | New | 1,864 | $200K |
| Red Tortoise LLC | 0.11% | No change | 1,858 | $200K |
| Viewpoint Capital Management LLC | 0.13% | No change | 1,850 | $199K |
| Pinnacle Holdings, LLC | 0.08% | Reduce -0.2% | 1,841 | $198K |
| Westside Investment Management, Inc. | 0.05% | No change | 1,831 | $197K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -25.9% | 1,747 | $188K |
| Webster Bank, N. A. | 0.02% | No change | 1,712 | $184K |
| FRG Family Wealth Advisors LLC | 0.03% | Reduce -47.7% | 1,645 | $174K |
| GeoWealth Management, LLC | 0.01% | Add +350.1% | 1,526 | $164K |
| Jones Financial Companies LLLP | 0.00% | Add +52.5% | 1,487 | $160K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,443 | $155K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +55.7% | 1,440 | $155K |
| Institutional & Family Asset Management, LLC | 0.02% | Reduce -16.1% | 1,376 | $148K |
| Ballast Advisors LLC | 0.05% | Reduce -24.4% | 1,366 | $147K |
| Aspect Partners, LLC | 0.11% | No change | 1,355 | $146K |
| Barrett & Company, Inc. | 0.07% | No change | 1,352 | $145K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -98.1% | 1,336 | $144K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 1,340 | $144K |
| Matrix Trust Co | 0.03% | Add +6.9% | 1,318 | $142K |
| Vermillion & White Wealth Management Group, LLC | 0.11% | Add +23.4% | 1,310 | $141K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 1,297 | $139K |
| Concord Wealth Partners | 0.03% | Reduce -10.7% | 1,296 | $139K |
| Archer Investment Corp | 0.04% | No change | 1,268 | $136K |
| ICA Group Wealth Management, LLC | 0.03% | Reduce -31.7% | 1,265 | $136K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -3.0% | 1,251 | $134K |
| Timber Creek Capital Management LLC | 0.04% | Reduce -13.5% | 1,238 | $133K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Reduce -94.1% | 1,187 | $127K |
| Tyler-Stone Wealth Management | 0.06% | Add +2.7% | 1,175 | $126K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -14.3% | 1,143 | $123K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -19.8% | 1,021 | $110K |
| Hills Bank & Trust Co | 0.01% | No change | 1,015 | $109K |
| Key Financial Inc | 0.03% | Reduce -27.1% | 1,006 | $108K |
| Banque Cantonale Vaudoise | 0.00% | Add +18.8% | 1,010 | $108K |
| Robinswood Financial LLC | 0.05% | No change | 1,002 | $107K |
| Acropolis Investment Management, LLC | 0.01% | No change | 962 | $103K |
| Beacon Capital Management, LLC | 0.02% | Reduce -24.1% | 953 | $102K |
| Compass Wealth Management LLC | 0.03% | No change | 950 | $102K |
| Crewe Advisors LLC | 0.01% | Reduce -58.3% | 928 | $100K |
| Heck Capital Advisors, LLC | 0.01% | Reduce -15.3% | 840 | $90K |
| Vima LLC | 0.10% | Add +61.7% | 815 | $90K |
| Front Row Advisors LLC | 0.03% | Add +18.6% | 836 | $90K |
| Hilltop National Bank | 0.03% | — | 814 | $87K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +59.1% | 821 | $87K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -4.7% | 778 | $84K |
| ESL Trust Services, LLC | 0.02% | New | 775 | $83K |
| Private Capital Management LLC | 0.02% | Reduce -11.8% | 750 | $81K |
| Matrix Private Capital Group LLC | 0.05% | Reduce -54.7% | 745 | $80K |
| Breakwater Investment Management | 0.04% | — | 741 | $80K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 727 | $78K |
| Element Wealth, LLC | 0.05% | Add +3.9% | 724 | $78K |
| Hall Laurie J Trustee | 0.03% | Reduce -41.8% | 698 | $75K |
| Richard W. Paul & Associates, LLC | 0.03% | No change | 689 | $74K |
| Anchor Investment Management, LLC | 0.01% | No change | 684 | $73K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 684 | $73K |
| Abich Financial Wealth Management LLC | 0.06% | Reduce -36.6% | 680 | $73K |
| Howe & Rusling Inc. | 0.01% | Reduce -5.8% | 651 | $70K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 656 | $69K |
| Transcendent Capital Group LLC | 0.04% | No change | 608 | $65K |
| Register Financial Advisors LLC | 0.03% | Reduce -18.3% | 588 | $63K |
| Raffa Wealth Management, LLC | 0.02% | No change | 585 | $63K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -40.9% | 577 | $62K |
| Cassady Schiller Wealth Management, LLC | 0.03% | Reduce -72.8% | 573 | $62K |
| Templeton & Phillips Capital Management, LLC | 0.06% | New | 561 | $60K |
| Raleigh Capital Management Inc. | 0.03% | Reduce -4.7% | 550 | $59K |
| Whittier Trust Co. | 0.00% | Reduce -45.8% | 524 | $56K |
| Ransom Advisory, Ltd | 0.03% | — | 522 | $56K |
| Elevate Wealth Advisory, Inc. | 0.05% | Reduce -35.2% | 516 | $55K |
| Global Assets Advisory, LLC | 0.03% | New | 509 | $54K |
| Clean Yield Group | 0.02% | No change | 500 | $54K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 500 | $54K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 500 | $54K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -47.3% | 500 | $53K |
| Bfsg, LLC | 0.01% | No change | 493 | $53K |
| Annapolis Financial Services, LLC | 0.02% | Add +645.2% | 462 | $50K |
| Woodmont Investment Counsel LLC | 0.00% | New | 458 | $49K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Reduce -83.0% | 453 | $49K |
| Rothschild Investment LLC | 0.00% | No change | 444 | $48K |
| WR Wealth Planners, LLC | 0.01% | New | 443 | $48K |
| Godsey & Gibb, Inc. | 0.00% | No change | 434 | $47K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -12.2% | 425 | $46K |
| Bessemer Group Inc. | 0.00% | Reduce -30.9% | 419 | $45K |
| LifeSteps Financial, Inc. | 0.03% | New | 418 | $45K |
| Atlas Capital Advisors Inc. | 0.01% | Add +17.2% | 408 | $44K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 383 | $42K |
| Y.D. More Investments Ltd | 0.01% | No change | 370 | $40K |
| Quadrant Capital Group LLC | 0.00% | Reduce -40.9% | 362 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +6800.0% | 345 | $37K |
| Salem Investment Counselors Inc. | 0.00% | New | 332 | $36K |
| Covestor Ltd | 0.02% | No change | 319 | $34K |
| Rise Advisors, LLC | 0.02% | Reduce -26.7% | 315 | $34K |
| Bangor Savings Bank | 0.00% | Reduce -78.6% | 314 | $34K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 302 | $32K |
| First Pacific Financial | 0.01% | Add +197.0% | 294 | $32K |
| Tucker Asset Management LLC | 0.01% | Add +41.4% | 270 | $29K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -44.1% | 266 | $29K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 259 | $28K |
| Aspire Private Capital, LLC | 0.01% | Add +26.6% | 257 | $28K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 250 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -9.2% | 246 | $26K |
| Armor Investment Advisors, LLC | 0.01% | Reduce -73.7% | 239 | $26K |
| Retirement Group, LLC | 0.01% | Reduce -51.0% | 236 | $25K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 224 | $24K |
| Elevation Wealth Partners, LLC | 0.01% | New | 224 | $24K |
| Asset Dedication, LLC | 0.00% | Reduce -39.1% | 229 | $24K |
| Main Street Group, LTD | 0.01% | Add +78.4% | 223 | $24K |
| Gould Capital, LLC | 0.02% | No change | 216 | $23K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -58.9% | 214 | $23K |
| Advantage Trust Co | 0.02% | No change | 205 | $22K |
| Global Trust Asset Management, LLC | 0.01% | No change | 203 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -4.8% | 197 | $21K |
| EPG Wealth Management LLC | 0.01% | No change | 194 | $21K |
| Semmax Financial Advisors Inc. | 0.01% | Reduce -59.1% | 192 | $20K |
| Piscataqua Savings Bank | 0.02% | Add +1.6% | 187 | $20K |
| Carmichael Hill & Associates, Inc. | 0.01% | Reduce -10.1% | 186 | $20K |
| Sound Income Strategies, LLC | 0.00% | Reduce -48.8% | 185 | $20K |
| Arjuna Capital | 0.01% | New | 182 | $20K |
| CNB Bank | 0.01% | No change | 175 | $19K |
| Independence Bank of Kentucky | 0.01% | No change | 175 | $19K |
| Private Ocean, LLC | 0.00% | Reduce -42.0% | 174 | $19K |
| Friedenthal Financial | 0.01% | Add +6.8% | 173 | $19K |
| Highline Wealth Partners LLC | 0.01% | New | 173 | $19K |
| Trust Co | 0.00% | No change | 170 | $18K |
| Bare Financial Services, Inc | 0.02% | New | 158 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -44.3% | 151 | $16K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 151 | $16K |
| LGT Financial Advisors LLC | 0.02% | Reduce -23.1% | 150 | $16K |
| Tsfg, LLC | 0.00% | No change | 146 | $16K |
| IAG Wealth Partners, LLC | 0.00% | Add +82.0% | 142 | $15K |
| Cambridge Trust Co. | 0.00% | No change | 141 | $15K |
| New Republic Capital, LLC | 0.01% | Reduce -22.9% | 141 | $15K |
| FSA Wealth Management LLC | 0.01% | No change | 140 | $15K |
| Glassman Wealth Services | 0.00% | No change | 137 | $15K |
| HBC Financial Services, PLLC | 0.01% | Reduce -5.5% | 138 | $14K |
| Tompkins Financial Corp. | 0.00% | No change | 128 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 125 | $13K |
| St Germain D J Co. Inc. | 0.00% | No change | 125 | $13K |
| 1832 Asset Management L.P. | 0.00% | No change | 120 | $13K |
| MTM Investment Management, LLC | 0.01% | Reduce -41.0% | 118 | $13K |
| Balefire, LLC | 0.00% | Add +452.4% | 116 | $12K |
| Avion Wealth | 0.00% | No change | 98 | $11K |
| HM Payson & Co. | 0.00% | No change | 100 | $11K |
| Signaturefd, LLC | 0.00% | New | 99 | $11K |
| Global Financial Private Client, LLC | 0.00% | Reduce -69.5% | 95 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 92 | $10K |
| Integrity Financial Corp | 0.01% | No change | 90 | $10K |
| Highlander Capital Management, LLC | 0.00% | No change | 89 | $10K |
| Country Trust Bank | 0.00% | Add +50.9% | 89 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 81 | $9K |
| Bellevue Asset Management, LLC | 0.00% | No change | 80 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -56.6% | 76 | $8K |
| Gradient Investments LLC | 0.00% | Reduce -90.4% | 74 | $8K |
| PayPay Securities Corp | 0.39% | Add +356.3% | 73 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 72 | $8K |
| Caitlin John, LLC | 0.01% | Reduce -35.1% | 72 | $8K |
| Colonial Trust Co / SC | 0.00% | Reduce -85.2% | 68 | $7K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 69 | $7K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 54 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 54 | $6K |
| Colonial Trust Advisors | 0.00% | Reduce -20.6% | 50 | $5K |
| Chelsea Counsel Co. | 0.00% | New | 48 | $5K |
| Bank of New Hampshire | 0.00% | Add +130.0% | 46 | $5K |
| Creekmur Asset Management LLC | 0.00% | No change | 42 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 36 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 36 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 34 | $4K |
| Union Savings Bank | 0.00% | Reduce -39.2% | 31 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 30 | $3K |
| Legacy Bridge, LLC | 0.00% | No change | 28 | $3K |
| Investors Research Corp | 0.00% | No change | 28 | $3K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 25 | $3K |
| Sachetta, LLC | 0.00% | No change | 26 | $3K |
| Oakworth Capital, Inc. | 0.00% | No change | 22 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 19 | $2K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 21 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 25 | $2K |
| Granite Investment Partners, LLC | 0.00% | No change | 18 | $2K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -97.9% | 17 | $2K |
| NFSG Corp | 0.00% | Reduce -93.5% | 14 | $2K |
| Fernwood Investment Management, LLC | 0.00% | New | 12 | $1K |
| Aspire Wealth Management Corp | 0.00% | No change | 11 | $1K |
| Eukles Asset Management | 0.00% | No change | 11 | $1K |
| Anfield Capital Management, LLC | 0.00% | New | 10 | $1K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -35.7% | 9 | $967 |
| Rain Capital Management, LLC | 0.00% | No change | 8 | $811 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 7 | $718 |
| Macroview Investment Management LLC | 0.00% | Reduce -62.5% | 6 | $617 |
| Delos Wealth Advisors, LLC | 0.00% | Reduce -95.4% | 5 | $538 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 4 | $430 |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -99.6% | 3 | $323 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $96 |
"% of holder's portfolio" is TIP's weight in each manager's 13F, not the share of iShares Tips Bond ETF the manager owns.