iShares Tips Bond ETFTIPETF

13F holders, Q2 2024 (June 30)
1,025holders −19
72new positions
98sold out
3famous investors
$104.48avg. 13F price*

At the end of Q2 2024, 1,025 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings, down 19 from Q1 2024. 72 opened new positions and 98 sold out. The largest holders were BlackRock Inc. ($3.8B), Bank of America Corp. ($1.2B) and Morgan Stanley ($468.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 → Q2 2024

InstitutionsTotal Value
New Positions72$183.4M
Exits98$645.0M

All 13F filers, Q1 2024 → Q2 2024: 9,271,167 shares bought and 14,016,334 shares sold, net −4,745,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,025 holders

BlackRock Inc. 0.09% Add +2.9% 35,561,733 $3.8B
Bank of America Corp. 0.12% Reduce -5.9% 11,243,240 $1.2B
Morgan Stanley 0.04% Reduce -5.8% 4,386,307 $468.4M
Envestnet Asset Management Inc. 0.14% Add +12.7% 3,639,084 $388.6M
FMR LLC 0.02% Add +0.1% 3,381,903 $361.1M
Charles Schwab Investment Management Inc. 0.07% Reduce -4.9% 3,338,646 $356.5M
JPMorgan Chase & Co. 0.03% Reduce -23.7% 2,829,223 $302.1M
UBS Group AG 0.06% Add +5.9% 1,907,443 $203.7M
Assetmark, Inc. 0.56% Add +2378.2% 1,681,883 $179.6M
LPL Financial LLC 0.07% Reduce -4.0% 1,402,387 $149.7M
Partners Capital Investment Group, LLP 2.39% Add +153.2% 1,323,840 $141.6M
Wells Fargo & Company 0.03% Reduce -5.3% 1,094,499 $116.9M
Bank Julius Baer & Co. Ltd, Zurich 0.40% Reduce -10.9% 889,453 $105.7M
Man Group plc 0.27% Add +116.5% 942,205 $100.6M
WealthNavi Inc. 1.26% Reduce -7.7% 929,151 $99.2M
CI Investments Inc. 0.38% Reduce -7.6% 906,100 $96.8M
PNC Financial Services Group, Inc. 0.06% Reduce -15.8% 775,569 $82.8M
Ameriprise Financial Inc. 0.02% Reduce -0.3% 744,857 $79.5M
Royal Bank of Canada 0.02% Add +17.1% 722,815 $77.2M
Keybank National Association 0.28% Reduce -6.8% 639,282 $68.3M
Schroder Investment Management Group 0.08% Reduce -30.1% 636,224 $67.9M
Marshall Wace, LLP 0.09% Add +3.1% 561,570 $60.0M
Rock Creek Group LLC 7.89% Reduce -0.9% 2,746,308 $59.1M
3EDGE Asset Management, LP 4.48% Reduce -5.0% 534,063 $57.0M
HSBC Holdings PLC 0.04% Reduce -53.6% 529,716 $56.6M
Cwm, LLC 0.26% Reduce -4.7% 524,432 $56.0M
Matson Money. Inc. 1.84% Reduce -60.4% 517,385 $55.2M
FIL Ltd 0.05% Reduce -53.2% 506,722 $54.1M
Viewpoint Investment Partners Corp. 47.22% Add +8.8% 504,700 $53.9M
Stifel Financial Corp. 0.06% Add +4.6% 475,318 $50.8M
Bank of New York Mellon Corp 0.01% Add +30.2% 464,032 $49.5M
Osaic Holdings, Inc. 0.12% Add +11.7% 457,342 $48.9M
Cetera Investment Advisers 0.11% Add +5.0% 443,962 $47.4M
Commonwealth Equity Services, LLC 0.07% Reduce -4.6% 434,650 $46.4M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -3.1% 412,534 $44.1M
Dynasty Wealth Management, LLC 1.21% New 383,424 $40.9M
Quotient Wealth Partners, LLC 1.39% Add +6782.8% 370,846 $39.6M
Goldman Sachs Group Inc. 0.01% Reduce -56.0% 368,972 $39.4M
Prudential Financial Inc. 0.06% Add +34.4% 361,877 $38.6M
MML Investors Services, LLC 0.15% Add +15.1% 347,122 $37.1M
SG Americas Securities, LLC 0.24% Reduce -3.4% 346,722 $37.0M
Federation des caisses Desjardins du Quebec 0.19% Add +1.9% 338,352 $36.1M
Principal Securities, Inc. 0.98% Add +450.0% 332,387 $35.5M
Pictet Asset Management Holding SA 0.04% New 327,700 $35.1M
OneDigital Investment Advisors LLC 0.43% Add +31.9% 324,822 $34.7M
Money Design Co.,Ltd. 1.87% Reduce -13.0% 324,810 $34.7M
One Capital Management, LLC 1.12% Add +9.0% 308,806 $33.0M
Envestnet Portfolio Solutions, Inc. 0.11% Add +4.3% 302,181 $32.3M
Rockefeller Capital Management L.P. 0.09% Add +2.1% 297,259 $31.7M
Baldwin Wealth Partners LLC 2.38% Reduce -13.9% 286,302 $30.6M
Dakota Wealth Management 0.72% Add +0.1% 284,997 $30.4M
Arbor Investment Advisors, LLC 4.36% Add +9.1% 279,180 $29.8M
Kwmg, LLC 3.00% Add +5.8% 260,772 $27.8M
Rhumbline Advisers 0.03% Reduce -0.8% 260,616 $27.8M
Nisa Investment Advisors, LLC 0.17% New 257,100 $27.5M
Raymond James Financial Services Advisors, Inc. 0.04% Reduce -0.9% 242,161 $25.9M
Sanctuary Advisors, LLC 0.18% — 236,247 $25.0M
Arkansas Financial Group, Inc. 4.29% Reduce -13.2% 225,395 $24.1M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -9.0% 223,097 $23.8M
Healthcare of Ontario Pension Plan Trust Fund 0.07% Reduce -9.3% 222,100 $23.7M
TD Waterhouse Canada Inc. 0.20% Add +6.8% 213,391 $22.7M
Invst, LLC 2.40% Add +2678.4% 205,716 $21.8M
Cypress Capital, LLC 5.72% Add +99.2% 196,521 $21.0M
GenTrust, LLC 1.13% Add +3.1% 194,358 $20.8M
Flow Traders U.S. LLC 1.02% Reduce -17.6% 194,153 $20.7M
Truist Financial Corp. 0.03% Reduce -0.3% 184,315 $19.7M
Townsquare Capital LLC 0.25% Add +80.2% 174,473 $18.6M
HighTower Advisors, LLC 0.03% Reduce -14.8% 172,818 $18.4M
Focus Partners Wealth 0.06% Add +103.3% 162,294 $17.3M
Pure Financial Advisors, LLC 0.47% Add +0.1% 158,134 $16.9M
Pacific Life Fund Advisors LLC 1.68% Reduce -37.8% 157,166 $16.8M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -11.2% 153,795 $16.4M
Cyndeo Wealth Partners, LLC 1.26% Add +2.1% 151,097 $16.1M
Cim, LLC 2.41% Add +2.9% 146,579 $16.0M
Raymond James & Associates 0.01% Reduce -1.5% 145,244 $15.5M
Heartwood Wealth Advisors LLC 1.82% Add +1.7% 142,636 $15.2M
Neuberger Berman Group LLC 0.01% Reduce -2.4% 142,343 $15.2M
Lwmg, LLC 3.20% Add +8.2% 142,238 $15.2M
Lutz Financial Services LLC 1.23% Reduce -4.7% 132,446 $14.1M
Creative Planning 0.01% Reduce -13.1% 130,978 $14.0M
Prime Capital Investment Advisors, LLC 0.21% Reduce -7.2% 130,775 $14.0M
Ethos Financial Group, LLC 2.43% Add +6.1% 128,206 $13.7M
Strategic Investment Advisors / MI 1.64% New 126,022 $13.5M
DORVAL Corp 5.91% Add +5.4% 125,689 $13.4M
Insight Wealth Strategies, LLC 1.89% Add +1.8% 124,413 $13.3M
Citigroup Inc. 0.01% Add +64.9% 121,436 $13.0M
Foundations Investment Advisors, LLC 0.31% Add +12.0% 121,395 $13.0M
Mariner, LLC 0.03% Reduce -41.3% 120,710 $12.9M
RTD Financial Advisors, Inc. 1.68% Add +3.0% 117,165 $12.5M
Sequent Planning LLC 4.25% Add +6.7% 117,204 $12.4M
Charles Schwab Trust Co 1.14% Add +1.0% 115,245 $12.3M
Cambridge Associates LLC /Ma/ 0.56% Add +1895.1% 114,840 $12.3M
Legacy Financial Group LLC 2.39% Reduce -0.4% 113,687 $12.1M
BlueSky Wealth Advisors, LLC 1.91% Add +8.5% 106,551 $11.4M
Fulton Breakefield Broenniman LLC 0.82% Reduce -4.9% 103,925 $11.1M
Twin Focus Capital Partners, LLC 1.76% Add +50.5% 103,445 $11.0M
Janney Montgomery Scott LLC 0.03% Reduce -0.1% 101,534 $10.8M
Wealth Forward, LLC 8.40% Add +0.7% 100,726 $10.8M
Kestra Advisory Services, LLC 0.06% Reduce -0.9% 120,165 $10.7M
Equitable Holdings, Inc. 0.11% Add +6.0% 100,146 $10.7M
Frontier Asset Management, LLC 3.87% Reduce -0.7% 100,041 $10.7M
Capitolis Liquid Global Markets LLC 0.13% No change 100,000 $10.7M
Strategic Wealth Investment Group, LLC 1.34% — 100,259 $10.6M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -8.4% 97,944 $10.5M
Meridian Management Co. 2.81% Add +2.3% 95,937 $10.2M
Orion Porfolio Solutions, LLC 0.11% Add +8.1% 95,036 $10.1M
Orion Portfolio Solutions, LLC 0.11% Add +8.1% 95,036 $10.1M
Penserra Capital Management LLC 0.13% New 94,634 $10.1M
D.A. Davidson & Co. 0.09% Reduce -5.9% 94,152 $10.1M
Ted Buchan & Co 5.34% Add +5.9% 93,201 $10.0M
Park Avenue Securities LLC 0.12% Add +0.2% 92,841 $9.9M
Guggenheim Capital LLC 0.07% Add +7.1% 92,392 $9.9M
Horizon Investments, LLC 0.27% Add +34.9% 92,010 $9.8M
Bokf, NA 0.17% Add +13.4% 91,267 $9.7M
Atria Wealth Solutions, Inc. 0.11% Reduce -14.1% 90,767 $9.7M
First National Bank & Trust Co. of Newtown 1.96% Reduce -4.3% 90,179 $9.6M
Spire Wealth Management 0.33% Reduce -11.9% 88,992 $9.5M
Tiaa Trust, National Association 0.03% Add +3.2% 88,468 $9.4M
West Financial Advisors, LLC 1.95% Add +1.0% 87,991 $9.4M
Family Firm, Inc. 2.08% Add +96.9% 205,137 $9.3M
United Capital Financial Advisors, LLC 0.08% Reduce -0.7% 87,096 $9.3M
Rathbones Group PLC 0.05% Reduce -17.9% 86,221 $9.2M
Silver Coast Investments LLC 3.74% Add +0.1% 85,582 $9.1M
Shilanski & Associates, Inc. 3.00% Add +3.5% 83,433 $8.9M
US Bancorp \de 0.01% Reduce -4.6% 83,015 $8.9M
Cerity Partners LLC 0.02% Reduce -34.9% 81,045 $8.7M
AE Wealth Management LLC 0.09% Add +105.0% 80,832 $8.6M
Natixis Advisors, LLC 0.02% Reduce -2.0% 80,588 $8.6M
Phillips Financial Management, LLC 0.70% Reduce -2.0% 79,154 $8.5M
Bank of Montreal 0.00% Add +5.2% 77,832 $8.3M
Global Endowment Management, LP 0.88% Reduce -13.5% 77,680 $8.3M
Asset Management Group, Inc. 1.25% Reduce -0.3% 77,049 $8.2M
Blair William & Co. 0.03% Add +7.0% 76,723 $8.2M
Aveo Capital Partners, LLC 0.90% New 74,284 $7.9M
First Trust Advisors LP 0.01% Add +0.9% 74,051 $7.9M
Full Sail Capital, LLC 0.53% Reduce -1.0% 73,181 $7.8M
White Pine Investment CO 2.29% Add +6.9% 72,982 $7.8M
Mercer Global Advisors Inc. 0.02% Add +5.1% 71,798 $7.7M
Hillcrest Wealth Advisors - NY, LLC 4.07% Add +8.0% 70,835 $7.6M
Easterly Investment Partners LLC 0.65% No change 69,080 $7.4M
Buck Wealth Strategies, LLC 2.15% Add +1108.6% 68,057 $7.3M
Private Advisor Group, LLC 0.05% Reduce -4.7% 67,749 $7.2M
Olympus Wealth Management, LLC 2.25% Add +99.5% 67,393 $7.2M
Allworth Financial LP 0.05% Reduce -23.6% 67,031 $7.2M
Financial & Tax Architects, LLC 1.92% Reduce -2.7% 67,086 $7.2M
Perigon Wealth Management, LLC 0.21% Add +3.5% 66,262 $7.1M
Dai-ichi Life Holdings, Inc. 8.28% Add +8.4% 65,587 $7.0M
Verger Capital Management LLC 3.57% Add +1.2% 65,498 $7.0M
One Wealth Map LLC 4.30% Add +1.2% 64,925 $7.0M
Schechter Investment Advisors, LLC 0.50% Add +1.2% 61,776 $6.6M
Fortitude Family Office, LLC 3.73% Add +55.4% 61,624 $6.6M
Alliance Wealth Advisors, LLC 1.91% Add +325.0% 60,826 $6.5M
Avantax Advisory Services, Inc. 0.05% Reduce -52.4% 60,505 $6.5M
Stablepoint Partners, LLC 1.25% Add +19.4% 60,078 $6.5M
Corient Private Wealth LP 0.01% Reduce -4.5% 60,259 $6.4M
Parallel Advisors, LLC 0.16% Reduce -5.2% 59,144 $6.3M
Comerica Bank 0.03% Reduce -24.7% 58,721 $6.3M
CreativeOne Wealth, LLC 0.32% Reduce -38.0% 58,576 $6.3M
Migdal Insurance & Financial Holdings Ltd. 0.10% Add +6.6% 58,259 $6.2M
Great Valley Advisor Group, Inc. 0.17% Reduce -0.9% 58,171 $6.2M
NewEdge Advisors, LLC 0.05% Add +41.4% 57,987 $6.2M
Palumbo Wealth Management LLC 2.57% Reduce -3.3% 57,020 $6.1M
Merriman Wealth Management, LLC 0.26% New 55,609 $5.9M
Brightwater Advisory LLC 4.58% Add +5.3% 55,526 $5.9M
First Horizon Advisors, Inc. 0.18% Reduce -22.0% 55,444 $5.9M
Rather & Kittrell, Inc. 1.62% Reduce -1.9% 55,286 $5.9M
Camden National Bank 0.90% Add +10.8% 54,862 $5.9M
Sage Capital Advisors,llc 1.65% Add +0.5% 53,875 $5.8M
Trek Financial, LLC 0.45% Add +78.1% 53,438 $5.7M
Baird Financial Group, Inc. 0.01% Reduce -7.4% 53,382 $5.7M
Horizons Wealth Management 4.43% Reduce -19.8% 51,733 $5.6M
Curbstone Financial Management Corp 1.20% Add +0.1% 51,754 $5.5M
Slow Capital, Inc. 0.89% Add +6.1% 51,245 $5.5M
Cranbrook Wealth Management, LLC 1.33% Reduce -7.0% 50,800 $5.4M
SMI Advisory Services, LLC 1.33% Add +36.9% 50,382 $5.4M
NorthCrest Asset Manangement, LLC 0.17% Reduce -2.0% 49,373 $5.3M
Citadel Advisors 0.01% Reduce -32.9% 48,327 $5.2M
Thrivent Financial for Lutherans 0.01% Reduce -10.6% 48,300 $5.2M
James Investment Research, Inc. 0.61% Reduce -6.7% 48,067 $5.1M
Fairview Capital Investment Management, LLC 0.28% Reduce -9.3% 47,456 $5.1M
Commerce Bank 0.03% Reduce -7.0% 46,559 $5.0M
CFS Investment Advisory Services, LLC 0.40% New 46,208 $4.9M
Buckingham Strategic Wealth, LLC 0.05% Reduce -13.4% 45,798 $4.9M
Sound Stewardship, LLC 2.95% Add +0.9% 45,486 $4.9M
Sterling Investment Advisors LLC 2.96% Add +0.1% 45,419 $4.8M
M&T Bank Corp 0.02% Reduce -29.8% 45,326 $4.8M
Composition Wealth, LLC 0.12% Reduce -9.8% 45,139 $4.8M
NBT Bank, N.A. 0.33% Add +12.1% 43,693 $4.7M
Franklin Resources Inc. 0.00% Reduce -2.8% 42,842 $4.6M
Heritage Trust Co 0.60% Reduce -4.0% 42,571 $4.5M
Crabel Capital Management, LLC 5.41% Add +43.8% 41,236 $4.4M
Insight Wealth Partners, LLC 2.85% Reduce -4.0% 41,235 $4.4M
Gray Wealth Management Inc. 1.88% Reduce -11.1% 40,722 $4.3M
Modera Wealth Management, LLC 0.06% Add +0.1% 40,702 $4.3M
Signature Wealth Management Group 1.88% Reduce -0.7% 40,096 $4.3M
Stelac Advisory Services LLC 1.78% Add +18.3% 39,712 $4.2M
Founders Financial Securities LLC 0.40% Reduce -5.4% 39,486 $4.2M
Lake Hills Wealth Management, LLC 3.01% Add +18.5% 39,301 $4.2M
Atria Investments, Inc 0.05% Add +77.5% 39,219 $4.2M
Kelly Financial Services LLC 1.48% Add +2.9% 38,856 $4.1M
Waverly Advisors, LLC 0.08% New 38,808 $4.1M
Adirondack Trust Co. 1.69% Reduce -1.3% 38,652 $4.1M
Money Concepts Capital Corp. 0.34% Add +7.3% 38,233 $4.1M
Wealth Alliance, LLC 0.51% Add +3.9% 37,070 $4.0M
Lodestar Private Asset Management LLC 0.54% Add +1.4% 36,765 $3.9M
Mackenzie Financial Corp. 0.01% Reduce -17.4% 36,600 $3.9M
AMG National Trust Bank 0.11% Add +10.1% 36,569 $3.9M
Sigma Investment Counselors Inc. 0.24% Add +11.1% 36,545 $3.9M
SigFig Wealth Management, LLC 0.14% Reduce -0.7% 35,870 $3.8M
Windham Capital Management, LLC 2.99% No change 35,720 $3.8M
Sage Financial Group Inc. 0.33% Add +14.7% 35,402 $3.8M
Foster & Motley Inc. 0.26% Add +5.1% 35,374 $3.8M
Sigma Planning Corp 0.12% Reduce -16.8% 35,142 $3.8M
Peapack Gladstone Financial Corp. 0.06% Reduce -30.9% 34,512 $3.7M
Sykon Capital LLC 1.37% Add +15.2% 34,117 $3.6M
BNP Paribas Financial Markets 0.00% Reduce -46.1% 34,060 $3.6M
WASHINGTON TRUST Co 0.13% Reduce -21.3% 33,914 $3.6M
Peak Financial Management, Inc. 1.12% Reduce -4.7% 33,443 $3.6M
Evergreen Capital Management LLC 0.13% Add +2.6% 33,274 $3.6M
Ascent Wealth Partners, LLC 0.52% Reduce -16.9% 33,266 $3.6M
Captrust Financial Advisors 0.01% Reduce -9.6% 33,167 $3.5M
Fermata Advisors, LLC 0.81% Add +4.8% 32,959 $3.5M
NorthCoast Asset Management LLC 0.03% Add +138.6% 32,571 $3.5M
First Personal Financial Services 0.78% Reduce -0.4% 32,477 $3.5M
National Bank of Canada 0.01% Reduce -2.8% 32,501 $3.4M
Stokes Family Office, LLC 0.40% Add +1.9% 31,755 $3.4M
Advisory Services Network, LLC 0.07% Reduce -1.4% 31,563 $3.4M
Bull Street Advisors, LLC 1.59% Reduce -18.8% 30,791 $3.3M
Mgo One Seven LLC 0.15% Reduce -69.9% 30,414 $3.2M
Lido Advisors, LLC 0.03% Add +2.5% 29,999 $3.2M
Insigneo Advisory Services, LLC 0.36% New 29,284 $3.2M
Bragg Financial Advisors, Inc 0.14% Add +3.7% 29,670 $3.2M
Manufacturers Life Insurance Company, The 0.00% Add +1236.9% 29,666 $3.2M
Exencial Wealth Advisors, LLC 0.12% Reduce -9.2% 29,458 $3.1M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -8.0% 29,369 $3.1M
Sumitomo Mitsui Financial Group, Inc. 0.10% Add +5.7% 29,341 $3.1M
TrinityPoint Wealth, LLC 0.49% Reduce -5.8% 29,129 $3.1M
Impact Partnership Wealth, LLC 0.81% Add +116.2% 28,986 $3.1M
Barclays PLC 0.00% Reduce -0.9% 28,683 $3.1M
Kingsview Wealth Management, LLC 0.07% Add +3.3% 28,605 $3.1M
Arizona PSPRS Trust 0.19% — 27,727 $3.0M
Deutsche Bank AG 0.00% Reduce -4.1% 27,673 $3.0M
Strategic Financial Concepts, LLC 1.72% Add +590.7% 193,711 $2.9M
Larson Financial Group LLC 0.20% Reduce -18.6% 27,292 $2.9M
Arete Wealth Advisors, LLC 0.24% Reduce -3.1% 27,104 $2.9M
Rothschild Wealth LLC 0.93% Add +1.3% 26,904 $2.9M
Samalin Investment Counsel, LLC 1.33% Reduce -4.0% 26,723 $2.9M
Steward Partners Investment Advisory, LLC 0.03% Reduce -13.3% 26,584 $2.8M
Stephenson & Company, Inc. 2.10% Add +3.7% 26,565 $2.8M
Lyell Wealth Management, LP 0.26% Add +3.6% 25,877 $2.8M
Soltis Investment Advisors LLC 0.29% Reduce -5.2% 25,842 $2.8M
Humankind Investments LLC 0.72% No change 25,500 $2.7M
Mutual Advisors, LLC 0.08% Reduce -16.9% 25,241 $2.7M
Greenwood Capital Associates LLC 0.35% Add +1.2% 25,248 $2.7M
Alliancebernstein L.P. 0.00% Add +7.5% 25,246 $2.7M
Legal & General Group Plc 0.00% Add +63.5% 25,215 $2.7M
Connable Office Inc. 0.28% Add +7.7% 24,774 $2.6M
Cibc World Market Inc. 0.01% Reduce -2.6% 24,560 $2.6M
Guardian Capital Advisors LP 0.28% No change 24,393 $2.6M
Zhang Financial LLC 0.18% Reduce -7.4% 24,389 $2.6M
Alera Investment Advisors, LLC 0.31% Reduce -84.9% 24,094 $2.6M
Simplicity Wealth,LLC 0.06% Reduce -0.3% 23,580 $2.5M
Arax Advisory Partners 0.25% Reduce -7.7% 23,548 $2.5M
Beacon Pointe Advisors, LLC 0.03% Reduce -13.2% 23,431 $2.5M
Nations Financial Group Inc, /Ia/ 0.20% Reduce -3.7% 23,166 $2.5M
Brookstone Capital Management 0.04% Reduce -9.2% 22,917 $2.5M
Snowden Capital Advisors LLC 0.07% Reduce -5.2% 23,129 $2.5M
Patton Albertson Miller Group, LLC 0.35% Reduce -8.3% 23,088 $2.5M
VestGen Investment Management 0.72% New 22,925 $2.4M
EP Wealth Advisors, LLC 0.03% Reduce -18.9% 22,413 $2.4M
Raymond James Trust N.A. 0.06% Reduce -1.4% 22,380 $2.4M
Dorsey & Whitney Trust CO LLC 0.16% Add +21.3% 22,186 $2.4M
Ti-Trust, Inc. 1.80% Add +2.9% 21,887 $2.3M
Summit X, LLC 0.52% Add +5.6% 21,557 $2.3M
Betterment LLC 0.01% Add +5.7% 21,540 $2.3M
Forefront Analytics, LLC 1.10% Add +11.8% 21,531 $2.3M
Welch & Forbes LLC 0.03% Reduce -1.7% 21,515 $2.3M
Financial Advocates Investment Management 0.14% Add +18.4% 21,483 $2.3M
Fund Evaluation Group, LLC 0.14% No change 21,311 $2.3M
WealthCollab, LLC 1.63% Reduce -0.0% 21,221 $2.3M
Integrated Wealth Concepts LLC 0.03% Reduce -13.3% 21,142 $2.3M
TSA Wealth Managment LLC 0.96% Add +16.3% 21,091 $2.3M
Portside Wealth Group, LLC 0.42% Add +24.0% 20,853 $2.2M
SouthState Bank Corp 0.16% Reduce -5.6% 20,666 $2.2M
Brass Tax Wealth Management, Inc. 0.43% Reduce -8.8% 20,374 $2.2M
SteelPeak Wealth, LLC 0.10% Add +0.1% 20,369 $2.2M
Independent Family Office, LLC 1.24% Reduce -25.6% 20,349 $2.2M
TD Private Client Wealth LLC 0.07% Reduce -8.4% 20,303 $2.2M
Visionary Wealth Advisors 0.14% Reduce -1.4% 20,051 $2.1M
Retireful, LLC 1.00% New 19,956 $2.1M
Stock Yards Bank & Trust Co. 0.07% Add +0.5% 19,802 $2.1M
Fortune Financial Advisors, LLC 1.28% Add +0.7% 19,614 $2.1M
Flputnam Investment Management Co. 0.04% Reduce -13.4% 19,469 $2.1M
Independent Financial Group, LLC 0.08% Reduce -21.2% 19,086 $2.0M
American Investment Services, Inc. 0.36% Reduce -37.3% 18,862 $2.0M
Cannon Financial Strategists, Inc. 0.38% Add +26.0% 18,837 $2.0M
Fox Hill Wealth Management 1.23% Reduce -1.1% 18,776 $2.0M
Ellis Investment Partners, LLC 0.42% Add +1.4% 18,669 $2.0M
Cordant, Inc. 1.11% Add +40.7% 18,560 $2.0M
Alesco Advisors, LLC, An ESL Co 0.06% Reduce -1.3% 18,471 $2.0M
MassMutual Private Wealth & Trust, FSB 0.06% Add +14.2% 18,386 $2.0M
Stone Summit Wealth LLC 0.70% Add +9.1% 18,343 $2.0M
FFG Retirement Advisors LLC 1.36% Add +1.6% 18,261 $1.9M
Curran Financial Partners, LLC 0.65% Reduce -0.1% 18,232 $1.9M
City State Bank 0.79% No change 18,074 $1.9M
Wesbanco Bank Inc. 0.07% Reduce -0.3% 17,929 $1.9M
CW Advisors, LLC 0.03% Add +61.6% 17,907 $1.9M
Harbour Investments, Inc. 0.06% Reduce -1.6% 17,524 $1.9M
Pine Valley Investments Ltd Liability Co 0.13% Reduce -6.6% 17,076 $1.8M
PFG Investments, LLC 0.13% Reduce -26.3% 17,047 $1.8M
Horst & Graben Wealth Management LLC 0.35% Add +2.1% 16,931 $1.8M
Courage Miller Partners, LLC 0.65% No change 16,888 $1.8M
William Howard & Co Financial Advisors Inc 1.66% Reduce -2.1% 16,871 $1.8M
E&G Advisors, LLC 0.53% Reduce -3.2% 16,848 $1.8M
Vontobel Holding Ltd. 0.01% Add +17.0% 16,825 $1.8M
SignalPoint Asset Management, LLC 0.48% Reduce -9.6% 16,774 $1.8M
Integrated Advisors Network LLC 0.09% Add +5.9% 16,734 $1.8M
Buttonwood Financial Group, LLC 1.01% Add +3.9% 16,773 $1.8M
Darden Wealth Group Inc 1.06% Reduce -9.2% 16,487 $1.8M
United Services Automobile Association 0.04% Reduce -13.7% 16,267 $1.7M
Jane Street Group, LLC 0.00% Add +287.7% 16,255 $1.7M
Centered Wealth LLC dba Miller Equity Capital Advisors 0.72% Add +0.9% 16,245 $1.7M
DMC Group, LLC 1.48% Reduce -13.5% 16,191 $1.7M
Blue Fin Capital, Inc. 0.34% Reduce -0.2% 16,083 $1.7M
Capital Investment Advisors, LLC 0.04% Reduce -2.9% 15,989 $1.7M
Verus Capital Partners, LLC 0.18% Reduce -8.1% 15,926 $1.7M
KMG Fiduciary Partners, LLC 0.17% Reduce -0.5% 15,916 $1.7M
Summit Wealth Group, LLC 0.51% New 15,811 $1.7M
Freedom Investment Management, Inc. 0.14% Reduce -42.7% 15,808 $1.7M
Treynor Bancshares, Inc. 1.75% Reduce -66.3% 15,699 $1.7M
Csenge Advisory Group 0.10% Add +65.9% 15,692 $1.7M
Tidal Investments LLC 0.02% Add +75.4% 15,616 $1.7M
Procyon Advisors, LLC 0.12% Add +0.0% 15,321 $1.6M
Sandy Spring Bank 0.07% Reduce -2.3% 15,252 $1.6M
Nomura Asset Management Co. Ltd. 0.01% Reduce -34.6% 15,100 $1.6M
Brighton Jones LLC 0.05% Reduce -1.1% 14,877 $1.6M
Cresset Asset Management, LLC 0.01% Add +5.7% 14,837 $1.6M
Pettinga Financial Advisors LLC 0.40% Reduce -3.9% 14,810 $1.6M
RFG Advisory, LLC 0.05% Reduce -1.3% 14,701 $1.6M
CPA Asset Management Group, LLC 0.84% Reduce -0.1% 14,692 $1.6M
Sterling Financial Planning, Inc. 0.64% Add +1.6% 14,688 $1.6M
Savant Capital, LLC 0.02% Add +67.0% 14,443 $1.5M
Arrow Investment Advisors, LLC 1.40% New 14,393 $1.5M
Wedbush Securities Inc. 0.05% Reduce -2.6% 14,345 $1.5M
Norden Group LLC 0.31% Add +494.7% 14,261 $1.5M
Cullen/Frost Bankers, Inc. 0.02% Reduce -5.4% 14,200 $1.5M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -63.2% 13,835 $1.5M
Courier Capital LLC 0.12% Reduce -1.0% 13,791 $1.5M
Fifth Third Bancorp 0.01% Reduce -14.7% 13,788 $1.5M
Perissos Private Wealth Management, LLC 1.32% Add +28.4% 13,746 $1.5M
Choreo, LLC 0.02% Add +37.0% 13,817 $1.5M
Wealthcare Advisory Partners LLC 0.05% Reduce -0.2% 13,662 $1.5M
Beacon Financial Group 0.17% Add +44.8% 13,640 $1.5M
Prosperity Planning, Inc. 0.49% New 13,501 $1.4M
Oppenheimer & Co. Inc. 0.02% Reduce -45.8% 13,338 $1.4M
Apexium Financial, LP 0.10% Reduce -10.2% 13,338 $1.4M
Chesapeake Capital Corp. 1.85% Reduce -51.4% 13,214 $1.4M
National Philanthropic Trust 0.03% No change 13,194 $1.4M
Austin Private Wealth, LLC 0.15% Reduce -2.4% 13,137 $1.4M
Summit Financial, LLC 0.06% Reduce -9.8% 13,118 $1.4M
Northwest Wealth Management, LLC 0.36% Reduce -7.6% 13,088 $1.4M
Northern Trust Corp. 0.00% New 13,076 $1.4M
Calton & Associates, Inc. 0.70% Reduce -19.4% 13,041 $1.4M
Forthright Family Wealth Advisory LLC 0.89% Reduce -5.1% 12,915 $1.4M
Stratos Wealth Advisors, LLC 0.07% Add +61.3% 12,861 $1.4M
Koshinski Asset Management, Inc. 0.13% Reduce -8.1% 12,772 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -1.2% 12,600 $1.3M
Creative Capital Management Investments LLC 0.65% Reduce -1.1% 12,576 $1.3M
CMG Global Holdings, LLC 0.89% Reduce -1.0% 12,569 $1.3M
Simplex Trading, LLC 0.04% New 12,417 $1.3M
Synovus Financial Corp. 0.02% Reduce -5.4% 12,387 $1.3M
Global Retirement Partners, LLC 0.04% Add +12.6% 12,335 $1.3M
Addison Capital Co 0.57% Add +12.5% 12,298 $1.3M
Sovereign Financial Group, Inc. 0.32% Reduce -5.5% 12,146 $1.3M
Willow Creek Wealth Management Inc. 0.15% Reduce -0.5% 12,111 $1.3M
Stratos Wealth Partners, LTD. 0.02% Reduce -12.9% 12,091 $1.3M
Patriot Investment Management Group, Inc. 0.10% Reduce -1.2% 12,049 $1.3M
BOS Asset Management, LLC 0.60% Add +6.2% 12,023 $1.3M
Merit Financial Group, LLC 0.03% Add +13.8% 12,011 $1.3M
Jacobi Capital Management LLC 0.11% Reduce -1.6% 12,000 $1.3M
Concourse Financial Group Securities, Inc. 0.08% Add +13.8% 11,941 $1.3M
Arcataur Capital Management LLC 0.45% No change 11,909 $1.3M
American Financial Advisors, LLC 0.18% Reduce -14.0% 11,852 $1.3M
Old National Bancorp 0.03% Reduce -5.8% 11,846 $1.3M
Shepherd Financial Partners LLC 0.16% Reduce -5.0% 11,833 $1.3M
Interactive Financial Advisors, Inc. 0.70% Add +0.9% 11,827 $1.3M
Grey Fox Wealth Advisors, LLC 0.44% Reduce -9.4% 11,803 $1.3M
Fiduciary Financial Group, LLC 0.30% — 11,546 $1.2M
Topel & Distasi Wealth Management, LLC 0.55% No change 11,617 $1.2M
Park Place Capital Corp 0.40% Reduce -15.4% 11,600 $1.2M
Compound Planning, Inc. 0.09% Add +1.4% 11,552 $1.2M
Renasant Bank 0.84% Reduce -11.7% 11,434 $1.2M
Archvest Wealth Advisors, Inc. 0.81% Add +94.6% 11,512 $1.2M
Blue Trust, Inc. 0.02% No change 11,277 $1.2M
Biondo Investment Advisors, LLC 0.18% Add +4.1% 11,307 $1.2M
HRT Financial LP 0.01% New 11,310 $1.2M
IPG Investment Advisors LLC 0.26% Reduce -9.0% 11,282 $1.2M
Glass Jacobson Investment Advisors llc 0.44% Add +0.5% 11,217 $1.2M
Hilltop Holdings Inc. 0.14% Add +56.3% 11,169 $1.2M
FineMark National Bank & Trust 0.04% Reduce -19.7% 11,132 $1.2M
TFB Advisors LLC 0.39% Reduce -19.9% 11,105 $1.2M
Ellenbecker Investment Group 0.24% Reduce -5.8% 11,073 $1.2M
Latitude Advisors, LLC 0.72% Reduce -4.8% 11,039 $1.2M
Sunbelt Securities, Inc. 0.12% Reduce -7.5% 10,996 $1.2M
Belpointe Asset Management LLC 0.08% Add +263.9% 10,996 $1.2M
WNY Asset Management, LLC 0.15% Reduce -18.6% 10,957 $1.2M
Invictus Private Wealth, LLC 0.10% Add +18.5% 10,945 $1.2M
Fiducient Advisors LLC 0.16% New 10,937 $1.2M
Simon Quick Advisors, LLC 0.08% Add +1.3% 10,902 $1.2M
Farther Finance Advisors, LLC 0.06% Reduce -18.4% 10,943 $1.2M
Performance Wealth Partners, LLC 0.04% Reduce -56.1% 10,848 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.13% Reduce -6.6% 10,761 $1.1M
Prosperity Consulting Group, LLC 0.15% Reduce -34.0% 10,649 $1.1M
GeoWealth Management, LLC 0.05% Add +597.8% 10,649 $1.1M
First American Trust, FSB 0.11% Add +32.5% 10,528 $1.1M
Signature Estate & Investment Advisors LLC 0.03% New 10,439 $1.1M
AdvisorNet Financial, Inc 0.10% Reduce -1.5% 10,438 $1.1M
Keystone Financial Services 0.46% Reduce -23.8% 10,430 $1.1M
Smith, Moore & Co. 0.11% Reduce -44.6% 10,379 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.54% Reduce -9.5% 10,240 $1.1M
TNF LLC 0.40% Add +1.1% 10,102 $1.1M
High Falls Advisors, Inc 0.26% Add +2.3% 10,053 $1.1M
Kovack Advisors, Inc. 0.12% Reduce -30.9% 10,050 $1.1M
Sharkey, Howes & Javer 0.17% Add +7.7% 10,035 $1.1M
180 Wealth Advisors, LLC 0.17% Reduce -5.4% 9,938 $1.1M
Advus Financial Partners, LLC 0.32% Reduce -0.9% 9,946 $1.1M
Creekside Partners 0.58% — 9,848 $1.1M
Dynamic Advisor Solutions LLC 0.03% Reduce -6.2% 9,824 $1.0M
Shared Vision Wealth Group LLC 0.61% Reduce -11.9% 9,769 $1.0M
Marshall Financial Group Inc. 0.34% Add +40.3% 9,725 $1.0M
PAX Financial Group, LLC 0.20% Add +18.8% 9,702 $1.0M
Icon Wealth Advisors, LLC 0.09% Reduce -2.6% 9,553 $1.0M
J.W. Cole Advisors, Inc. 0.05% Reduce -16.5% 9,655 $1.0M
Sepio Capital, LP 0.09% Reduce -15.7% 9,617 $1.0M
Ameritas Advisory Services, LLC 0.04% Reduce -4.5% 9,601 $1.0M
Evexia Wealth LLC 0.38% Add +116.7% 9,516 $1.0M
Madden Advisory Services, Inc. 0.51% Add +1.8% 9,451 $1.0M
Fairway Wealth LLC 0.59% Add +1.4% 9,437 $1.0M
Graypoint LLC 0.07% Add +2.0% 9,354 $999K
Pinnacle Associates Ltd. 0.02% Add +0.4% 9,289 $992K
Liberty Wealth Management LLC 0.18% Add +146.8% 23,418 $991K
Mechanics Bank Trust Department 0.14% Reduce -24.7% 9,240 $987K
Palisade Asset Management, LLC 0.10% Reduce -1.1% 9,237 $986K
Glen Eagle Advisors, LLC 0.18% Reduce -16.4% 9,162 $978K
Shayne & Jacobs, LLC 0.27% Reduce -2.1% 9,160 $978K
Parker Financial LLC 0.53% Reduce -6.5% 8,995 $971K
Atwater Malick LLC 0.33% No change 9,088 $970K
Aviance Capital Partners, LLC 0.14% Reduce -0.3% 9,047 $966K
Red Wave Investments LLC 0.35% Reduce -11.6% 8,901 $950K
Focus Financial Network, Inc. 0.04% Reduce -4.3% 8,813 $950K
Chemistry Wealth Management LLC 0.25% Reduce -0.3% 8,892 $950K
Bank of Marin 0.82% Add +3.0% 8,859 $946K
Alterna Wealth Management, Inc. 0.83% Add +17.7% 8,822 $942K
Wallace Advisory Group, LLC 0.67% Reduce -15.9% 8,777 $937K
Keel Point, LLC 0.08% Reduce -0.2% 8,617 $937K
Awm Capital, LLC 0.14% Reduce -1.7% 8,768 $936K
Safeguard Investment Advisory Group, LLC 0.29% Reduce -9.7% 9,196 $935K
True Vision MN LLC 0.61% Add +5.5% 8,749 $934K
Kestra Private Wealth Services, LLC 0.02% Reduce -11.8% 8,703 $929K
Ascent Group, LLC 0.08% New 8,678 $927K
Cornerstone Planning Group LLC 0.26% Add +1594.0% 8,470 $923K
Prospera Financial Services Inc 0.03% Reduce -14.6% 8,615 $920K
Ballentine Partners, LLC 0.02% Add +81.6% 8,602 $919K
Seldon Capital LP 0.51% No change 8,515 $909K
Atlas Brown,Inc. 0.33% Add +24.4% 8,501 $908K
Alpha Cubed Investments, LLC 0.04% Reduce -1.2% 8,460 $903K
Bigelow Investment Advisors, LLC 0.43% Reduce -5.5% 8,424 $900K
Valued Retirements, Inc. 1.36% Reduce -0.9% 8,422 $899K
First Hawaiian Bank 0.03% Reduce -17.2% 8,375 $894K
Busey Bank 0.03% Reduce -4.3% 8,284 $885K
Empower Advisory Group, LLC 0.00% Reduce -73.8% 8,277 $884K
Gould Asset Management LLC 0.20% Add +4.5% 8,267 $883K
Tritonpoint Wealth, LLC 0.08% New 8,212 $877K
Pathstone Holdings, LLC 0.00% Reduce -4.5% 8,192 $875K
Chapin Davis, Inc. 0.30% Reduce -2.6% 8,096 $864K
Cardiff Park Advisors, LLC 0.08% Reduce -5.2% 8,060 $861K
Certus Wealth Management, LLC 0.65% New 8,007 $855K
Watershed Private Wealth LLC 0.36% Add +6.1% 7,979 $852K
Planned Solutions, Inc. 0.41% No change 7,844 $838K
Farrell Financial LLC 0.65% Add +0.9% 7,793 $832K
Duncker Streett & Co. Inc. 0.16% Add +0.4% 7,790 $832K
Caldwell Trust Co 0.09% Reduce -2.9% 7,758 $828K
Kingfisher Capital LLC 0.19% Add +0.6% 7,688 $821K
StoneX Group Inc. 0.06% Add +3.8% 7,562 $808K
Gill Capital Partners, LLC 0.31% Reduce -10.2% 7,527 $804K
Inscription Capital, LLC 0.13% Add +2.6% 7,502 $801K
World Investment Advisors 0.05% New 7,501 $801K
Vise Technologies, Inc. 0.14% Add +196.4% 7,398 $790K
Fisher Asset Management 0.00% Add +13.5% 7,313 $781K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -9.2% 7,293 $779K
TRUE Private Wealth Advisors 0.09% Reduce -0.6% 7,288 $778K
Bay Harbor Wealth Management, LLC 0.27% Add +0.7% 7,282 $778K
FinTrust Capital Advisors, LLC 0.14% Add +5.2% 7,237 $773K
Trust Co. of Vermont 0.04% Reduce -7.6% 7,196 $768K
WealthShield Partners, LLC 0.12% Add +2.1% 7,172 $766K
Diversify Wealth Management, LLC 0.10% — 7,027 $766K
IVC Wealth Advisors LLC 0.43% Reduce -10.9% 7,153 $764K
Dorsey Wright & Associates 0.20% New 7,126 $761K
Private Harbour Investment Management & Counsel, LLC 0.79% Reduce -3.4% 7,075 $755K
Diversify Advisory Services, LLC 0.04% Add +2.2% 7,067 $755K
Jones Financial Companies LLLP 0.00% Add +374.3% 7,053 $753K
Banque Pictet & Cie SA 0.01% No change 7,050 $753K
Avior Wealth Management, LLC 0.03% Reduce -1.8% 7,044 $752K
SeaCrest Wealth Management, LLC 0.08% Reduce -4.4% 6,953 $742K
Strategic Blueprint, LLC 0.05% Reduce -30.6% 6,945 $742K
Smith Thornton Advisors LLC 0.54% — 6,929 $740K
Tilia Fiduciary Partners, Inc. 0.58% Reduce -12.3% 6,916 $739K
Apella Capital, LLC 0.03% Add +33.6% 6,908 $738K
Van Strum & Towne Inc. 0.27% No change 6,905 $737K
Scissortail Wealth Management, LLC 0.19% Reduce -9.6% 6,905 $737K
Jaffetilchin Investment Partners, LLC 0.06% Reduce -1.7% 6,846 $731K
Bath Savings Trust Co 0.08% Reduce -4.2% 6,820 $728K
Upper Left Wealth Management, LLC 0.65% Reduce -6.6% 6,746 $720K
Elevation Point Wealth Partners, LLC 0.06% Reduce -3.0% 6,745 $720K
Flagship Harbor Advisors, LLC 0.04% Reduce -5.7% 6,724 $718K
Modern Wealth Management, LLC 0.05% Add +16.5% 6,718 $717K
Chicago Partners Investment Group LLC 0.03% Add +53.0% 6,642 $715K
Silver Oak Securities, Incorporated 0.11% Reduce -18.0% 6,692 $715K
Flagstar Securities, Inc. 0.20% Add +13.4% 6,674 $713K
Edgestream Partners, L.P. 0.03% New 6,604 $705K
Daymark Wealth Partners, LLC 0.03% New 6,581 $703K
First National Corp. /Ma/ 0.17% Reduce -8.1% 6,559 $700K
WealthTrust Axiom LLC 0.23% No change 6,500 $694K
Qube Research & Technologies Ltd 0.00% Reduce -99.2% 6,459 $690K
Stephens Inc. 0.01% Reduce -10.2% 6,456 $689K
Tiemann Investment Advisors, LLC 0.31% Reduce -5.6% 6,443 $688K
Cornerstone Wealth Management, LLC 0.05% Reduce -4.5% 6,405 $684K
Unique Wealth Strategies, LLC 0.32% No change 6,365 $684K
City Holding Co. 0.10% Reduce -39.0% 6,399 $683K
LPWM LLC 0.23% Reduce -2.0% 6,351 $679K
Two Sigma Securities, LLC 0.03% Add +20.4% 6,290 $672K
Financial Architects, LLC 0.46% Add +178.7% 6,285 $671K
Mine & Arao Wealth Creation & Management, LLC. 0.32% Add +3.6% 6,245 $667K
Garner Asset Management Corp 0.25% Add +0.3% 6,208 $663K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.5% 6,184 $660K
Ancora Advisors LLC 0.02% Add +9.4% 6,173 $659K
Focus Partners Advisor Solutions, LLC 0.02% Add +20.7% 6,163 $658K
Guidance Capital, Inc. 0.21% Add +6.5% 6,006 $650K
Clear Investment Research, LLC 0.83% Add +0.4% 5,994 $640K
CIBC Private Wealth Group LLC 0.00% Reduce -2.3% 5,982 $640K
White Pine Capital LLC 0.24% Reduce -57.8% 5,978 $638K
Wealthspire Retirement, LLC 0.05% Reduce -19.9% 5,951 $635K
4Thought Financial Group Inc. 0.39% Add +28.6% 5,946 $635K
Tyche Wealth Partners LLC 0.15% Reduce -38.7% 5,898 $630K
Axiom Advisory, LLC 0.01% New 5,881 $625K
Rosenberg Matthew Hamilton 0.18% Reduce -70.0% 5,887 $624K
Summitry LLC 0.03% No change 5,805 $620K
Fort Washington Investment Advisors Inc. 0.00% Reduce -1.7% 5,805 $620K
IFP Advisors, Inc 0.02% Add +4.2% 5,804 $620K
Rwa Wealth Partners, LLC 0.01% Add +2.8% 5,781 $617K
McAdam, LLC 0.04% Reduce -3.4% 5,779 $617K
SilverOak Wealth Management LLC 0.15% Reduce -8.4% 5,769 $616K
Copperleaf Capital, LLC 0.49% Add +5.1% 5,760 $615K
Parkside Financial Bank & Trust 0.10% Reduce -8.8% 5,728 $612K
Empirical Asset Management, LLC 0.23% New 5,691 $608K
Faithward Advisors, LLC 0.11% Reduce -6.2% 5,634 $602K
Mayflower Financial Advisors, LLC 0.10% Add +0.4% 61,050 $600K
Gibson Capital, LLC 0.13% Add +3.5% 5,611 $599K
IHT Wealth Management, LLC 0.02% Reduce -5.2% 5,608 $599K
Regions Financial Corp. 0.00% Add +2.1% 5,577 $596K
Castleview Partners, LLC 0.34% Reduce -24.9% 5,569 $595K
Corepath Wealth Partners LLC 0.63% Reduce -20.5% 5,556 $594K
Rosenblum Silverman Sutton S F Inc. 0.16% No change 5,510 $588K
Regal Investment Advisors LLC 0.04% Add +2.0% 5,509 $588K
Capital Analysts, LLC 0.03% Add +83.4% 5,500 $587K
Mosley Wealth Management 0.50% Reduce -3.0% 5,482 $585K
Financial Network Wealth Advisors LLC 0.44% Add +20.4% 5,481 $585K
AllSquare Wealth Management LLC 0.35% No change 5,479 $585K
Cambria Investment Management, L.P. 0.04% No change 5,441 $577K
EFG Asset Management (Americas) Corp. 0.11% No change 5,387 $575K
Cutter & CO Brokerage, Inc. 0.14% Add +0.8% 5,341 $570K
Pinnacle Bancorp, Inc. 0.17% No change 5,284 $564K
Hardin Capital Partners, LLC 0.37% — 5,243 $560K
FC Advisory LLC 0.20% Reduce -2.7% 5,229 $558K
Transcend Capital Advisors, LLC 0.04% Reduce -1.7% 5,223 $558K
Baldwin Investment Management, LLC 0.08% No change 5,200 $555K
Wealth Quarterback LLC 0.31% Reduce -11.5% 5,176 $553K
Estate Counselors, LLC 0.06% New 5,165 $552K
Spectrum Wealth Counsel, LLC 0.07% Add +3.6% 5,082 $543K
Gladstone Institutional Advisory LLC 0.03% Reduce -2.2% 5,067 $541K
Realta Investment Advisors 0.10% Reduce -6.2% 5,014 $535K
Kelleher Financial Advisors 0.22% Reduce -0.2% 4,990 $533K
Apollon Wealth Management, LLC 0.02% Reduce -25.8% 4,986 $532K
Bar Harbor Wealth Management 0.04% Reduce -12.8% 4,978 $532K
RS Crum Inc. 0.14% Add +1.3% 4,962 $530K
Alhambra Investment Management LLC 0.29% Reduce -3.4% 4,944 $528K
Stone House Investment Management, LLC 0.14% Add +15.5% 4,922 $526K
JB Capital LLC 0.03% Reduce -7.9% 4,907 $524K
Councilor Wealth, LLC 0.27% Add +3.4% 4,903 $524K
GTS Securities LLC 0.01% New 4,827 $515K
Florin Court Capital LLP 0.71% New 4,800 $513K
PFG Advisors 0.03% Add +10.1% 4,793 $512K
J. W. Coons Advisors, LLC 0.10% Reduce -5.0% 4,785 $511K
Headinvest, LLC 0.10% No change 4,784 $511K
Mather Group, Llc. 0.01% Add +60.1% 4,690 $504K
Consolidated Portfolio Review Corp 0.12% Add +0.5% 4,717 $504K
Journey Advisory Group, LLC 0.06% Reduce -12.1% 4,712 $503K
Signet Financial Management, LLC 0.07% Reduce -4.0% 4,695 $501K
Moors & Cabot, Inc. 0.03% Reduce -14.5% 4,678 $500K
Private Trust Co. NA 0.05% Add +4.6% 4,647 $496K
Walker Asset Management, LLC 0.33% Add +0.5% 4,634 $495K
Tranquilli Financial Advisor LLC 0.33% Add +38.9% 4,661 $494K
Fiera Capital Corp 0.00% Add +1.4% 4,607 $492K
Wealthspire Advisors, LLC 0.01% Add +18.9% 4,606 $492K
Ieq Capital, LLC 0.01% Add +1.9% 4,588 $490K
Wolverine Trading, LLC 0.01% Add +83.4% 4,573 $488K
HB Wealth Management, LLC 0.01% Reduce -0.1% 4,568 $488K
Chesley Taft & Associates LLC 0.02% No change 4,559 $487K
Parsons Capital Management Inc. 0.03% Reduce -13.7% 4,553 $486K
Divergent Wealth Advisors 0.09% Reduce -0.2% 4,542 $485K
Oder Investment Management, LLC 0.43% Add +0.0% 4,492 $480K
Pinnacle Financial Group, LLC / IL 0.20% Reduce -6.2% 4,472 $477K
Clearstead Advisors, LLC 0.01% New 4,466 $477K
DAVENPORT & Co LLC 0.00% Reduce -25.0% 4,461 $476K
Syntax Research, Inc. 0.37% Add +1.4% 4,426 $473K
Waterloo Capital, L.P. 0.06% Add +47.2% 4,422 $472K
Hardy Reed LLC 0.05% Reduce -8.2% 4,406 $470K
Pekin Hardy Strauss, Inc. 0.06% Add +7.2% 4,396 $469K
Middleton & Co. Inc. 0.05% Add +0.3% 4,394 $469K
Invesco Ltd. 0.00% Add +8.2% 4,355 $465K
HCR Wealth Advisors 0.07% Add +6.4% 4,345 $464K
Jeppson Wealth Management, LLC 0.18% Add +1.3% 4,342 $464K
First National Trust Co 0.02% Add +93.0% 4,332 $463K
Auour Investments LLC 0.17% Reduce -1.6% 4,315 $461K
Personal Cfo Solutions, LLC 0.07% New 4,296 $459K
Sequoia Financial Advisors, LLC 0.01% Reduce -5.1% 4,280 $457K
ProVise Management Group, LLC 0.04% Reduce -26.0% 4,221 $451K
Avid Wealth Partners LLC 0.35% Add +36.3% 4,221 $451K
Glenview Trust Co 0.01% Add +4.4% 4,209 $449K
Financial Counselors Inc. 0.01% Add +12.6% 4,187 $447K
Wintrust Investments LLC 0.04% Reduce -4.4% 4,173 $446K
NorthLanding Financial Partners, LLC 0.47% Add +1.4% 4,159 $444K
Gibbs Wealth Management 0.18% New 4,105 $438K
Mattern Wealth Management LLC 0.10% No change 4,050 $432K
Market Street Wealth Management Advisors LLC 0.07% No change 4,007 $428K
Silverlake Wealth Management LLC 0.18% Add +1.8% 3,999 $427K
Flaharty Asset Management, LLC 0.06% Reduce -29.3% 3,996 $427K
N.E.W. Advisory Services LLC 0.05% Reduce -4.3% 3,992 $426K
Apeiron RIA LLC 0.13% Reduce -13.1% 3,990 $426K
LexAurum Advisors, LLC 0.10% Reduce -14.6% 3,985 $426K
Pinnacle Financial Partners Inc 0.01% Reduce -6.5% 3,973 $424K
W.H. Cornerstone Investments Inc. 0.30% Add +19.9% 3,971 $424K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -7.0% 3,969 $424K
IFG Advisory, LLC 0.03% New 3,968 $424K
Capital Wealth Alliance, LLC 0.24% Add +17.1% 3,945 $421K
Morningstar Investment Services LLC 0.00% Add +17.9% 3,876 $415K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -16.7% 3,846 $411K
Clarity Financial LLC 0.06% Add +9.2% 3,827 $409K
WFA of San Diego, LLC 0.37% — 3,819 $408K
Rehmann Capital Advisory Group 0.03% Add +54.3% 3,815 $407K
Venture Visionary Partners LLC 0.02% Reduce -1.9% 3,784 $404K
Coordinated Financial Services, Inc. 0.35% Reduce -6.5% 3,742 $400K
International Assets Investment Management, LLC 0.04% Reduce -1.7% 3,739 $399K
Prudent Man Advisors, LLC 0.14% No change 3,725 $398K
S.A. Mason LLC 0.23% Reduce -16.6% 3,710 $396K
Level Four Advisory Services, LLC 0.02% Reduce -29.8% 3,699 $395K
American Trust 0.03% Reduce -27.0% 3,690 $394K
Concurrent Investment Advisors, LLC 0.01% Reduce -41.5% 3,687 $394K
RDA Financial Network 0.13% Reduce -18.9% 3,686 $394K
Scotia Capital Inc. 0.00% Reduce -22.8% 3,684 $393K
Windsor Capital Management, LLC 0.12% Reduce -32.1% 3,682 $393K
King Wealth Management Group 0.07% Reduce -2.6% 3,676 $393K
Old Port Advisors 0.12% Reduce -19.6% 3,672 $392K
Camelot Technology Advisors, Inc. 0.36% Reduce -2.2% 3,667 $392K
Evanson Asset Management, LLC 0.03% Add +0.4% 3,661 $391K
Arkadios Wealth Advisors 0.03% Add +30.2% 3,648 $390K
Prentiss Smith & Co. Inc. 0.27% No change 3,635 $388K
Spectrum Planning & Advisory Services Inc. 0.37% — 3,612 $387K
Citizens & Northern Corp. 0.12% Add +3.0% 3,544 $378K
Valmark Advisers, Inc. 0.01% Add +9.9% 3,535 $377K
J. L. Bainbridge & Co., Inc. 0.04% Reduce -10.8% 3,526 $376K
Country Club Bank 0.03% Reduce -4.3% 3,514 $376K
Mathes Company, Inc. 0.14% No change 3,500 $374K
Moneta Group Investment Advisors LLC 0.01% Add +85.3% 3,498 $374K
Aptus Capital Advisors, LLC 0.01% Reduce -6.8% 3,493 $373K
Cascade Financial Partners, LLC 0.05% Reduce -5.4% 3,491 $373K
Ghe, LLC 0.15% No change 3,472 $371K
Wellington Shields & Co., LLC 0.12% No change 3,454 $369K
Williams Jones Wealth Management, LLC. 0.00% Add +7.8% 3,442 $368K
Advisors Capital Management, LLC 0.01% New 3,416 $365K
Wambolt & Associates, LLC 0.11% Reduce -9.2% 3,438 $364K
Park Edge Advisors, LLC 0.11% Add +0.9% 3,389 $362K
Coldstream Capital Management Inc. 0.01% Reduce -1.1% 3,355 $358K
First United Bank & Trust 0.13% Reduce -10.0% 3,350 $358K
Fortitude Advisory Group L.L.C. 0.21% Reduce -2.5% 3,348 $358K
Plancorp, LLC 0.02% Add +0.1% 3,344 $357K
International Private Wealth Advisors LLC 0.60% No change 3,330 $356K
Pacific Capital Wealth Advisors, Inc. 0.06% Add +994.7% 3,306 $353K
Oxford Financial Group, LTD. LLC 0.02% Add +0.5% 3,296 $352K
JMG Financial Group, Ltd. 0.01% Reduce -0.2% 3,263 $348K
Hanson & Doremus Investment Management 0.06% Reduce -0.5% 3,234 $345K
Carnegie Investment Counsel 0.01% Reduce -3.0% 3,219 $344K
Westmount Partners, LLC 0.11% Add +0.8% 3,240 $343K
Summit Financial Strategies, Inc. 0.04% Reduce -1.7% 3,212 $343K
Charter Oak Capital Management, LLC 0.04% Reduce -0.4% 3,191 $341K
Burns J W & Co. Inc. 0.05% Reduce -4.5% 3,181 $340K
ORG Partners LLC 0.04% New 3,185 $340K
Mission Creek Capital Partners, Inc. 0.08% Reduce -28.6% 3,153 $337K
Garrett Wealth Advisory Group, LLC 0.12% New 3,151 $336K
Creative Financial Designs Inc. 0.03% Reduce -10.8% 3,147 $336K
Gen-Wealth Partners Inc 0.16% Reduce -35.0% 3,124 $334K
BTG Pactual Asset Management US LLC 0.08% — 3,085 $329K
Silvia McColl Wealth Management, LLC 0.27% No change 3,055 $326K
Napatree Capital LLC 0.26% Add +6.8% 3,044 $325K
Accel Wealth Management 0.13% Reduce -16.1% 3,011 $322K
Optivise Advisory Services LLC 0.17% — 3,009 $321K
My Legacy Advisors, LLC 0.10% Add +13.8% 3,001 $320K
BTS Asset Management, Inc. 0.30% New 2,999 $320K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -19.8% 2,978 $318K
Guardian Wealth Advisors, LLC / NC 0.04% No change 2,945 $314K
Janney Capital Management LLC 0.02% Reduce -0.7% 2,934 $313K
UMB Bank, n.a. 0.01% No change 2,931 $313K
Ashton Thomas Securities, LLC 0.07% — 2,896 $309K
Virtue Capital Management, LLC 0.05% New 2,880 $309K
Peninsula Wealth, LLC 0.06% Reduce -47.0% 2,864 $308K
Lynx Investment Advisory 0.23% — 2,879 $307K
Jackson Hole Capital Partners, LLC 0.07% Add +0.1% 2,854 $305K
Leavell Investment Management, Inc. 0.02% Reduce -1.1% 2,843 $304K
PCA Investment Advisory Services Inc. 0.16% Reduce -1.8% 2,844 $304K
Legacy PCG, LLC 0.19% Reduce -0.5% 2,834 $303K
Quadcap Wealth Management, LLC 0.05% New 2,826 $302K
SPC Financial, Inc. 0.03% Reduce -0.7% 2,824 $302K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,820 $301K
Investment Advisory Group, LLC 0.12% No change 2,816 $301K
Successful Portfolios LLC 0.21% No change 2,809 $300K
Mason Investment Advisory Services, Inc. 0.02% New 2,808 $300K
Stonegate Investment Group, LLC 0.01% No change 2,801 $299K
Family Investment Center, Inc. 0.09% Add +0.5% 2,788 $298K
Austin Asset Management Co Inc 0.06% Add +6.5% 2,787 $298K
NWF Advisory Services Inc. 0.05% Reduce -34.2% 2,777 $297K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -14.7% 2,774 $296K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -36.9% 2,747 $293K
Alan B Lancz & Associates, Inc. 0.29% — 2,725 $291K
SVB Wealth LLC 0.01% Reduce -47.5% 2,721 $291K
Paragon Capital Management Ltd 0.05% Reduce -0.3% 2,716 $290K
Institute for Wealth Management, LLC. 0.04% Reduce -4.2% 2,713 $290K
Cottonwood Capital Advisors, LLC 0.22% No change 2,680 $286K
WealthBridge Capital Management, LLC 0.09% Reduce -37.1% 2,674 $286K
TBH Global Asset Management, LLC 0.06% Reduce -32.7% 2,672 $285K
Berger Financial Group, Inc 0.02% Add +0.3% 2,654 $283K
Mainstay Capital Management LLC 0.05% Reduce -27.9% 2,637 $282K
Joseph P. Lucia & Associates, LLC 0.14% Reduce -7.8% 2,619 $280K
Cypress Wealth Services, LLC 0.06% Reduce -19.0% 2,600 $278K
New Covenant Trust Company, N.A. 0.32% Add +8.7% 2,587 $278K
Aletheian Wealth Advisors LLC 0.15% Add +11.1% 2,590 $277K
Vanguard Group Inc. 0.00% No change 2,589 $276K
Baker Avenue Asset Management, LP 0.01% Add +0.2% 2,574 $275K
Avidian Wealth Enterprises, LLC 0.01% Reduce -24.4% 2,569 $274K
Client 1ST Advisory Group, LLC 0.12% Reduce -7.7% 2,563 $274K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +3.1% 2,553 $273K
MKT Advisors LLC 0.13% Reduce -7.8% 2,538 $271K
AlTi Global, Inc. 0.01% Add +16.6% 2,532 $270K
Wilmington Savings Fund Society, FSB 0.01% No change 2,523 $269K
WMG Financial Advisors, LLC 0.14% Add +0.1% 2,493 $266K
Penobscot Investment Management Company, Inc. 0.03% Reduce -15.0% 2,483 $265K
Bard Associates Inc. 0.10% No change 2,480 $265K
Optimum Investment Advisors 0.12% Add +9.5% 2,478 $265K
Cape Cod Five Cents Savings Bank 0.03% Reduce -51.9% 2,471 $264K
West Paces Advisors Inc. 0.07% No change 2,456 $262K
Tradition Wealth Management, LLC 0.03% Reduce -1.3% 2,455 $262K
All Terrain Financial Advisors, LLC 0.11% Reduce -2.2% 2,439 $260K
Main Street Financial Solutions, LLC 0.02% Reduce -8.5% 2,432 $260K
Argent Trust Co 0.01% No change 2,427 $259K
Continuum Advisory, LLC 0.04% Reduce -5.9% 2,424 $259K
Coppell Advisory Solutions LLC 0.04% — 2,419 $258K
LaSalle St. Investment Advisors, LLC 0.13% Add +9.1% 2,407 $257K
New Century Financial Group, LLC 0.11% New 2,398 $256K
Lanark Financial, Inc. 0.02% Reduce -27.1% 2,390 $255K
Whittier Trust Co. 0.00% Add +354.6% 2,382 $254K
Orcam Financial Group 0.27% Add +0.4% 2,352 $251K
Greenspring Advisors, LLC 0.06% No change 2,346 $251K
One Charles Private Wealth Services, LLC 0.10% Add +0.1% 2,343 $250K
Vista Capital Partners, Inc. 0.03% Add +0.1% 2,338 $250K
Vawter Financial, Ltd. 0.17% Add +0.0% 2,330 $249K
Goodwin Investment Advisory 0.11% New 2,327 $249K
Strategic Point Investment Advisors, LLC 0.04% No change 2,320 $248K
Walkner Condon Financial Advisors LLC 0.05% Reduce -19.9% 2,307 $246K
Emergent Wealth Advisors, LLC 0.20% Reduce -11.8% 2,302 $246K
Maripau Wealth Management LLC 0.17% Reduce -8.5% 2,282 $244K
Goldstone Financial Group, LLC 0.05% Reduce -3.3% 2,275 $243K
North Star Investment Management Corp. 0.02% Reduce -13.7% 2,268 $242K
Resurgent Financial Advisors LLC 0.15% New 2,268 $242K
Ritholtz Wealth Management 0.01% Add +1.6% 2,256 $241K
SFE Investment Counsel 0.05% Reduce -1.4% 2,250 $240K
Whalen Wealth Management Inc. 0.19% New 2,249 $240K
Mosaic Family Wealth Partners, LLC 0.04% Reduce -1.1% 2,246 $240K
Rodgers Brothers Inc. 0.03% Reduce -1.4% 2,243 $240K
Destination Wealth Management 0.01% No change 2,238 $239K
Journey Strategic Wealth LLC 0.01% Reduce -18.2% 2,235 $239K
TD Capital Management LLC 0.02% Add +1.4% 2,232 $238K
Kingswood Wealth Advisors, LLC 0.02% Reduce -18.9% 2,206 $236K
CENTRAL TRUST Co 0.01% No change 2,192 $234K
Angeles Wealth Management, LLC 0.02% No change 2,183 $233K
Bedel Financial Consulting, Inc. 0.03% Add +1.4% 2,170 $232K
Boston Family Office LLC 0.02% New 2,165 $231K
Citizens Financial Group Inc. 0.01% Add +12.2% 2,156 $230K
Davidson Trust Co. 0.16% No change 2,150 $230K
EverSource Wealth Advisors, LLC 0.02% Add +158.1% 2,119 $229K
Gradient Capital Advisors, LLC 0.08% Reduce -4.6% 2,119 $226K
Woodard & Co. Asset Management Group Inc. 0.06% No change 2,100 $224K
9258 Wealth Management, LLC 0.03% Add +2.0% 2,086 $223K
Capital Investment Advisory Services, LLC 0.02% Add +0.3% 2,071 $221K
Maia Wealth LLC 0.07% — 2,052 $221K
Acorn Wealth Advisors, LLC 0.11% Add +0.2% 2,061 $220K
Todd Asset Management LLC 0.00% No change 2,060 $220K
Melfa Wealth Management, Inc. 0.15% No change 2,056 $220K
Keebeck Wealth Management 0.03% Add +1.8% 2,050 $219K
Klingman & Associates, LLC 0.01% Reduce -31.8% 2,041 $218K
Webster Bank, N. A. 0.02% Add +18.7% 2,032 $217K
Fairfield, Bush & Co. 0.13% No change 2,030 $217K
Pinnacle Wealth Planning Services, Inc. 0.03% No change 2,008 $214K
Nvwm, LLC 0.06% No change 2,000 $214K
Northstar Asset Management Inc. 0.05% New 2,000 $214K
Confluence Wealth Services, Inc. 0.02% New 1,997 $213K
Spreng Capital Management, Inc. 0.11% No change 1,997 $213K
Mission Wealth Management, LP 0.01% Reduce -53.7% 1,996 $213K
Bulltick Wealth Management, LLC 0.06% Reduce -29.6% 1,979 $211K
Principle Wealth Partners LLC 0.02% No change 1,978 $211K
Proficio Capital Partners LLC 0.02% No change 1,970 $210K
Indiana Trust & Investment Management Co 0.08% Reduce -2.7% 1,960 $209K
NorthRock Partners, LLC 0.01% Reduce -73.9% 1,951 $208K
Ridgecrest Wealth Partners, LLC 0.13% Reduce -1.8% 1,950 $208K
AlphaMark Advisors, LLC 0.07% Reduce -7.1% 1,950 $208K
Buckhead Capital Management LLC 0.07% No change 1,938 $207K
Disciplined Investments, LLC 0.11% Add +2.1% 1,930 $206K
SOA Wealth Advisors, LLC. 0.04% Reduce -0.9% 1,925 $206K
Householder Group Estate & Retirement Specialist, LLC 0.06% Reduce -8.7% 1,923 $205K
Tempus Wealth Planning, LLC 0.09% New 1,913 $204K
Wealth Advisory Solutions, LLC 0.06% Reduce -5.5% 1,911 $204K
Colony Family Offices, LLC 0.07% No change 1,906 $204K
Naples Global Advisors, LLC 0.02% No change 1,900 $203K
Texas Yale Capital Corp. 0.01% No change 1,900 $203K
Powell Investment Advisors, LLC 0.10% No change 1,890 $202K
Vantage Financial Partners, LLC 0.05% Reduce -29.9% 1,890 $202K
Millennium Management 0.00% Reduce -94.6% 1,889 $202K
Choate Investment Advisors 0.01% Reduce -13.8% 1,880 $201K
Kings Path Partners LLC 0.09% — 1,859 $199K
Viewpoint Capital Management LLC 0.12% No change 1,850 $198K
Pinnacle Holdings, LLC 0.09% No change 1,841 $197K
Red Tortoise LLC 0.10% Reduce -3.9% 1,785 $191K
TCTC Holdings, LLC 0.01% Reduce -34.0% 1,670 $178K
Harbor Investment Advisory, LLC 0.02% Reduce -7.8% 1,610 $172K
Financial Gravity Asset Management, Inc. 0.04% Reduce -66.2% 1,450 $155K
Carolinas Wealth Consulting LLC 0.03% Reduce -0.4% 1,434 $153K
Tidemark, LLC 0.07% Reduce -50.8% 1,429 $153K
Ballast Advisors LLC 0.05% Reduce -0.2% 1,363 $146K
Aspect Partners, LLC 0.09% No change 1,355 $145K
Barrett & Company, Inc. 0.07% No change 1,352 $144K
Transamerica Financial Advisors, LLC 0.02% No change 1,336 $143K
Westside Investment Management, Inc. 0.03% Reduce -27.0% 1,336 $143K
C M Bidwell & Associates Ltd. 0.09% Reduce -0.5% 1,291 $138K
Matrix Trust Co 0.03% Reduce -2.4% 1,287 $137K
Armstrong Advisory Group, Inc. 0.01% Reduce -12.0% 1,270 $136K
Vermillion & White Wealth Management Group, LLC 0.10% Reduce -3.1% 1,269 $136K
Archer Investment Corp 0.04% Add +0.1% 1,269 $135K
Founders Financial Alliance, LLC 0.04% Add +0.2% 1,254 $134K
Tyler-Stone Wealth Management 0.05% Add +0.1% 1,176 $126K
ESL Trust Services, LLC 0.03% Add +44.3% 1,118 $119K
Ashton Thomas Private Wealth, LLC 0.01% New 1,115 $119K
Tsfg, LLC 0.03% Add +666.4% 1,119 $119K
Salem Investment Counselors Inc. 0.00% Add +226.8% 1,085 $116K
Geneos Wealth Management Inc. 0.00% Reduce -9.3% 1,037 $111K
Hills Bank & Trust Co 0.01% No change 1,015 $108K
Key Financial Inc 0.03% No change 1,006 $107K
Robinswood Financial LLC 0.04% No change 1,002 $107K
Acropolis Investment Management, LLC 0.01% No change 962 $103K
Compass Wealth Management LLC 0.03% No change 950 $101K
Crewe Advisors LLC 0.01% No change 928 $99K
Hexagon Capital Partners LLC 0.02% Reduce -12.1% 897 $96K
Abich Financial Wealth Management LLC 0.06% Add +28.5% 874 $93K
Timber Creek Capital Management LLC 0.03% Reduce -29.9% 868 $93K
Venturi Wealth Management, LLC 0.01% Add +10.8% 862 $92K
Heck Capital Advisors, LLC 0.01% Add +1.2% 850 $91K
Founders Capital Management 0.06% Reduce -66.1% 843 $90K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +26.7% 831 $90K
Front Row Advisors LLC 0.03% Reduce -3.7% 805 $86K
Oliver Lagore Vanvalin Investment Group 0.02% Reduce -33.8% 786 $84K
Beacon Capital Management, LLC 0.01% Reduce -21.0% 753 $80K
ICA Group Wealth Management, LLC 0.05% Reduce -44.0% 708 $76K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.6% 688 $73K
Howe & Rusling Inc. 0.01% Add +1.5% 661 $71K
Breakwater Investment Management 0.03% Reduce -11.7% 654 $70K
Richard W. Paul & Associates, LLC 0.03% Reduce -10.7% 615 $66K
Transcendent Capital Group LLC 0.04% No change 608 $65K
Raffa Wealth Management, LLC 0.02% Add +1.4% 593 $63K
Raleigh Capital Management Inc. 0.03% Add +5.3% 579 $62K
Cassady Schiller Wealth Management, LLC 0.02% No change 573 $61K
Register Financial Advisors LLC 0.03% Reduce -3.9% 565 $60K
Templeton & Phillips Capital Management, LLC 0.05% No change 561 $60K
Dogwood Wealth Management LLC 0.04% Reduce -73.0% 552 $59K
Ransom Advisory, Ltd 0.03% Add +1.5% 530 $57K
Mascoma Wealth Management LLC 0.01% Reduce -10.1% 519 $55K
Elevate Wealth Advisory, Inc. 0.04% No change 516 $55K
Private Capital Management LLC 0.01% Reduce -31.9% 511 $55K
Clean Yield Group 0.02% No change 500 $53K
Bfsg, LLC 0.01% Reduce -0.4% 491 $52K
Opal Wealth Advisors, LLC 0.02% New 490 $52K
Anchor Investment Management, LLC 0.01% Reduce -29.2% 484 $52K
Element Wealth, LLC 0.03% Reduce -33.8% 479 $51K
Boyd Watterson Asset Management LLC 0.01% New 470 $50K
Gilliland Jeter Wealth Management LLC 0.02% Add +1.3% 459 $49K
Rothschild Investment LLC 0.00% No change 444 $47K
Godsey & Gibb, Inc. 0.00% No change 434 $46K
WR Wealth Planners, LLC 0.01% Reduce -2.5% 432 $46K
Banque Cantonale Vaudoise 0.00% Reduce -59.4% 410 $44K
Concord Wealth Partners 0.01% Reduce -68.4% 410 $44K
GPS Wealth Strategies Group, LLC 0.01% Reduce -9.7% 384 $41K
Hobbs Group Advisors, LLC 0.02% — 373 $40K
Y.D. More Investments Ltd 0.00% No change 370 $40K
Hall Laurie J Trustee 0.01% Reduce -47.7% 365 $39K
Quadrant Capital Group LLC 0.00% No change 362 $39K
Red Lighthouse Investment Management, LLC 0.02% Reduce -51.6% 352 $38K
Gradient Investments LLC 0.00% Add +352.7% 335 $36K
Hilltop National Bank 0.01% Reduce -59.3% 331 $35K
Bessemer Group Inc. 0.00% Reduce -20.8% 332 $35K
Covestor Ltd 0.02% No change 319 $34K
Rise Advisors, LLC 0.02% Add +0.9% 318 $34K
Bangor Savings Bank 0.00% No change 314 $34K
Farmers & Merchants Investments Inc. 0.00% Add +19.2% 298 $32K
Tucker Asset Management LLC 0.01% Add +10.0% 297 $32K
Institutional & Family Asset Management, LLC 0.00% Reduce -78.7% 293 $31K
Private Ocean, LLC 0.00% Add +66.7% 290 $31K
Cape Investment Advisory, Inc. 0.01% Add +14.6% 282 $30K
Blue Bell Private Wealth Management, LLC 0.01% Add +5.3% 280 $30K
Aspire Private Capital, LLC 0.01% Add +7.8% 277 $30K
Laurel Wealth Advisors LLC 0.00% No change 259 $28K
William B. Walkup & Associates, Inc. 0.02% — 244 $26K
Atlas Capital Advisors Inc. 0.00% Reduce -40.7% 242 $26K
Armor Investment Advisors, LLC 0.01% No change 239 $26K
Sound Income Strategies, LLC 0.00% Add +28.1% 237 $25K
Strategic Investment Solutions, Inc. 0.01% — 200 $25K
Semmax Financial Advisors Inc. 0.01% Add +18.8% 228 $25K
Matrix Private Capital Group LLC 0.02% Reduce -69.8% 225 $24K
Elevation Wealth Partners, LLC 0.01% No change 224 $24K
Main Street Group, LTD 0.01% Add +1.4% 226 $24K
First Pacific Financial 0.01% Reduce -23.8% 224 $24K
Criterion Capital Advisors, LLC 0.01% Reduce -2.7% 218 $23K
Balefire, LLC 0.01% Add +79.3% 208 $22K
Hantz Financial Services, Inc. 0.00% Reduce -99.5% 204 $22K
Advantage Trust Co 0.02% No change 205 $22K
Global Trust Asset Management, LLC 0.01% No change 203 $22K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -60.0% 200 $21K
Ritter Daniher Financial Advisory LLC / DE 0.01% New 200 $21K
HM Payson & Co. 0.00% Add +100.0% 200 $21K
Gould Capital, LLC 0.01% Reduce -12.5% 189 $20K
Friedenthal Financial 0.01% Add +8.1% 187 $20K
Carmichael Hill & Associates, Inc. 0.01% No change 186 $20K
Piscataqua Savings Bank 0.02% Reduce -1.6% 184 $20K
Caldwell Sutter Capital, Inc. 0.01% Reduce -7.6% 182 $19K
Independence Bank of Kentucky 0.01% No change 175 $19K
Fortis Group Advisors, LLC 0.00% Reduce -18.7% 174 $19K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 171 $18K
Windsor Advisory Group, LLC 0.03% New 163 $17K
Bare Financial Services, Inc 0.01% No change 158 $17K
Ruedi Wealth Management, Inc. 0.01% Add +0.7% 152 $16K
LGT Financial Advisors LLC 0.03% Add +1.3% 152 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 151 $16K
New Republic Capital, LLC 0.01% Add +1.4% 143 $15K
Mfa Wealth Advisors, LLC 0.00% New 140 $15K
Glassman Wealth Services 0.00% No change 137 $15K
HBC Financial Services, PLLC 0.01% No change 138 $14K
Tompkins Financial Corp. 0.00% No change 128 $14K
St Germain D J Co. Inc. 0.00% No change 125 $13K
Creekmur Asset Management LLC 0.00% Add +188.1% 121 $13K
1832 Asset Management L.P. 0.00% No change 120 $13K
Toth Financial Advisory Corp. 0.00% Reduce -8.0% 115 $12K
Rakuten Securities, Inc. 0.00% New 100 $11K
MTM Investment Management, LLC 0.00% Reduce -15.3% 100 $11K
Missouri Trust & Investment Co 0.00% No change 92 $10K
CNB Bank 0.00% Reduce -48.6% 90 $10K
Country Trust Bank 0.00% No change 89 $10K
Avion Wealth 0.00% Reduce -5.1% 93 $9K
JFS Wealth Advisors, LLC 0.00% Add +1.2% 82 $9K
Summer Road LLC 0.01% New 81 $9K
IAG Wealth Partners, LLC 0.00% Reduce -43.0% 81 $9K
Bellevue Asset Management, LLC 0.00% No change 80 $9K
Arlington Trust Co LLC 0.00% New 77 $8K
Integrity Financial Corp 0.01% Reduce -15.6% 76 $8K
O'shaughnessy Asset Management, LLC 0.00% No change 76 $8K
Olistico Wealth, LLC 0.01% New 75 $8K
First Command Advisory Services, Inc. 0.00% New 75 $8K
BOK Financial Private Wealth, Inc. 0.00% Add +2.8% 74 $8K
Highline Wealth Partners LLC 0.00% Reduce -59.5% 70 $7K
Wetzel Investment Advisors, Inc. 0.00% No change 69 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -82.9% 59 $6K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -85.4% 56 $6K
Signaturefd, LLC 0.00% Reduce -43.4% 56 $6K
FSC Wealth Advisors, LLC 0.00% Add +1.9% 55 $6K
Cedar Mountain Advisors, LLC 0.00% Add +1.9% 55 $6K
Colonial Trust Advisors 0.00% No change 50 $5K
Plante Moran Financial Advisors, LLC 0.00% Reduce -90.2% 49 $5K
Bank of New Hampshire 0.00% No change 46 $5K
Caitlin John, LLC 0.00% Reduce -37.5% 45 $5K
Cardinal Strategic Wealth Guidance 0.00% New 44 $5K
Financial Perspectives, Inc 0.00% No change 36 $4K
Nemes Rush Group LLC 0.00% No change 36 $4K
Bogart Wealth, LLC 0.00% New 36 $4K
Wolff Wiese Magana LLC 0.00% New 35 $4K
Christopher J. Hasenberg, Inc 0.00% No change 34 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 30 $3K
Pin Oak Investment Advisors Inc. 0.00% No change 25 $3K
Legacy Bridge, LLC 0.00% No change 28 $3K
Investors Research Corp 0.00% No change 28 $3K
Oakworth Capital, Inc. 0.00% No change 22 $2K
Valley National Advisers Inc. 0.00% No change 25 $2K
REAP Financial Group, LLC 0.00% Reduce -5.3% 18 $2K
Granite Investment Partners, LLC 0.00% No change 18 $2K
Salomon & Ludwin, LLC 0.00% No change 17 $2K
Redwood Wealth Management Group, LLC 0.00% New 16 $2K
Global Financial Private Client, LLC 0.00% Reduce -85.3% 14 $1K
Eukles Asset Management 0.00% No change 11 $1K
NFSG Corp 0.00% Reduce -21.4% 11 $1K
MCF Advisors LLC 0.00% New 11 $1K
Global Wealth Strategies & Associates 0.00% No change 9 $961
Great Lakes Retirement, Inc. 0.00% New 9 $961
Stephens Consulting, LLC 0.00% New 8 $855
Rain Capital Management, LLC 0.00% No change 8 $811
PayPay Securities Corp 0.06% Reduce -90.4% 7 $747
Princeton Global Asset Management LLC 0.00% New 7 $747
FAS Wealth Partners, Inc. 0.00% No change 7 $724
Macroview Investment Management LLC 0.00% No change 6 $622
1620 Investment Advisors, Inc. 0.00% New 5 $574
Delos Wealth Advisors, LLC 0.00% No change 5 $534
Cherry Tree Wealth Management, LLC 0.00% No change 3 $321
Valley Wealth Managers, Inc. 0.00% No change 1 $95

"% of holder's portfolio" is TIP's weight in each manager's 13F, not the share of iShares Tips Bond ETF the manager owns.