iShares Tips Bond ETFTIPETF

13F holders, Q4 2024 (December 31)
1,016holders +55
72new positions
80sold out
4famous investors
$103.63avg. 13F price*

At the end of Q4 2024, 1,016 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings, up 55 from Q3 2024. 72 opened new positions and 80 sold out. The largest holders were Bank of America Corp. ($1.2B), FMR LLC ($823.6M) and BlackRock, Inc. ($823.6M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions72$127.4M
Exits80$74.6M

All 13F filers, Q3 2024 → Q4 2024: 8,036,113 shares bought and 42,811,322 shares sold, net −34,775,209 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,016 holders

Bank of America Corp. 0.12% Add +0.1% 11,716,838 $1.2B
FMR LLC 0.05% Add +10.6% 7,729,985 $823.6M
BlackRock, Inc. 0.02% Reduce -78.4% 7,729,948 $823.6M
Morgan Stanley 0.03% Reduce -11.6% 4,055,685 $432.1M
Envestnet Asset Management Inc. 0.07% Reduce -4.6% 2,020,038 $215.2M
UBS Group AG 0.04% Reduce -15.9% 1,539,076 $164.0M
Sumitomo Life Insurance Co. 2.94% Add +58.0% 1,461,746 $155.7M
Assetmark, Inc. 0.42% Add +1852.1% 1,452,502 $154.8M
LPL Financial LLC 0.05% Add +5.0% 1,103,898 $117.6M
Evoke Wealth, LLC 3.27% Reduce -0.6% 1,101,020 $117.3M
Manufacturers Life Insurance Company, The 0.10% Add +3416.0% 1,044,440 $111.3M
Wells Fargo & Company 0.03% Reduce -2.4% 992,192 $105.7M
Bank Julius Baer & Co. Ltd, Zurich 0.32% Add +7.0% 893,256 $105.0M
FIL Ltd 0.09% Add +121.0% 946,857 $100.9M
CI Investments Inc. 0.36% No change 905,900 $96.5M
Marshall Wace, LLP 0.11% Add +56.8% 845,710 $90.1M
WealthNavi Inc. 1.04% Reduce -4.8% 841,524 $89.7M
3EDGE Asset Management, LP 5.22% Reduce -34.0% 794,973 $84.7M
Ameriprise Financial Inc. 0.02% Reduce -2.4% 669,569 $71.4M
JPMorgan Chase & Co. 0.01% Reduce -78.5% 618,876 $65.9M
PNC Financial Services Group, Inc. 0.04% Reduce -12.7% 599,446 $63.9M
Royal Bank of Canada 0.01% Add +13.1% 589,521 $62.8M
Keybank National Association 0.24% Reduce -2.8% 583,887 $62.2M
Rock Creek Group LLC 6.48% Add +0.7% 2,764,310 $61.6M
Partners Capital Investment Group, LLP 1.66% Reduce -55.0% 567,366 $60.5M
Baldwin Wealth Partners LLC 3.16% Add +52.5% 429,183 $45.7M
Pictet Asset Management Holding SA 0.05% Add +1.4% 428,400 $45.6M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -4.2% 404,303 $43.1M
Dynasty Wealth Management, LLC 0.73% New 398,524 $42.5M
Quotient Wealth Partners, LLC 1.38% Add +3.1% 394,570 $42.0M
Money Design Co.,Ltd. 2.09% Add +3.7% 381,307 $40.7M
Viewpoint Investment Partners Corp. 52.84% Reduce -33.3% 380,400 $40.5M
Citadel Advisors 0.04% Add +966.6% 372,222 $39.7M
Bank of New York Mellon Corp 0.01% Reduce -5.6% 367,326 $39.1M
Raymond James Financial Inc. 0.01% — 347,564 $37.0M
Commonwealth Equity Services, LLC 0.05% Reduce -3.7% 339,725 $36.2M
One Capital Management, LLC 1.17% Reduce -1.6% 331,740 $35.3M
Stifel Financial Corp. 0.04% Add +3.7% 329,526 $35.1M
Arbor Investment Advisors, LLC 4.42% Add +2.0% 294,729 $31.4M
Federation des caisses Desjardins du Quebec 0.16% Reduce -2.3% 292,244 $31.1M
Rhumbline Advisers 0.03% Add +0.5% 288,596 $30.7M
Dakota Wealth Management 0.71% Add +1.1% 288,414 $30.7M
Cetera Investment Advisers 0.06% Reduce -8.7% 279,246 $29.8M
HighTower Advisors, LLC 0.04% Add +79.4% 278,055 $29.6M
SG Americas Securities, LLC 0.13% Add +25645.3% 273,930 $29.2M
MML Investors Services, LLC 0.10% Add +33.5% 273,630 $29.2M
Rockefeller Capital Management L.P. 0.08% Reduce -4.2% 272,037 $29.0M
Osaic Holdings, Inc. 0.07% Add +9.1% 271,712 $29.0M
Kwmg, LLC 2.97% Add +0.4% 270,834 $28.9M
Goldman Sachs Group Inc. 0.01% Reduce -42.4% 267,386 $28.5M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -45.5% 246,426 $26.3M
Pacific Life Fund Advisors LLC 2.44% Add +59.8% 220,683 $23.5M
HSBC Holdings PLC 0.01% Reduce -94.3% 220,020 $23.5M
TD Waterhouse Canada Inc. 0.19% Add +1.5% 219,664 $23.4M
GenTrust, LLC 0.98% Add +8.0% 211,756 $22.6M
Arkansas Financial Group, Inc. 3.26% Reduce -13.3% 189,455 $20.2M
Townsquare Capital LLC 0.22% Add +12.7% 186,479 $19.9M
Cypress Capital, LLC 5.38% Reduce -1.9% 176,521 $18.8M
Jane Street Group, LLC 0.03% Add +324.4% 159,232 $17.0M
DORVAL Corp 6.69% Add +5.7% 157,951 $16.8M
Strategic Investment Advisors / MI 1.78% New 157,550 $16.8M
Pure Financial Advisors, LLC 0.37% Reduce -3.0% 152,372 $16.2M
Cim, LLC 2.27% Add +2.0% 149,556 $15.9M
Graham Capital Management, L.P. 0.77% Add +198.6% 147,812 $15.7M
Ethos Financial Group, LLC 2.03% Add +7.5% 145,520 $15.5M
Heartwood Wealth Advisors LLC 1.73% Add +0.2% 144,378 $15.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -7.9% 143,344 $15.3M
Lutz Financial Services LLC 1.20% Add +6.0% 139,613 $14.9M
Prime Capital Investment Advisors, LLC 0.21% Add +7.1% 138,167 $14.7M
Man Group plc 0.05% Reduce -89.4% 136,550 $14.5M
Vinland Capital Management Gestora de Recursos LTDA. 70.84% New 135,100 $14.4M
Neuberger Berman Group LLC 0.01% Reduce -7.5% 126,562 $13.5M
RTD Financial Advisors, Inc. 1.73% Add +2.1% 126,314 $13.5M
Truist Financial Corp. 0.02% Reduce -12.1% 124,078 $13.2M
Mariner, LLC 0.02% Add +3.3% 120,789 $12.9M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -0.0% 111,889 $11.9M
Prudential Financial Inc. 0.02% Reduce -69.4% 110,951 $11.9M
BlueSky Wealth Advisors, LLC 1.85% Add +5.4% 110,945 $11.8M
Equitable Holdings, Inc. 0.11% Add +3.0% 110,083 $11.7M
Twin Focus Capital Partners, LLC 1.73% Add +5.8% 109,986 $11.7M
Net Worth Advisory Group 3.47% Reduce -0.9% 107,340 $11.4M
Wealth Forward, LLC 7.68% Add +2.8% 102,104 $10.9M
Focus Partners Wealth 0.03% Add +108.3% 101,250 $10.8M
Creative Planning 0.01% Reduce -11.0% 101,226 $10.8M
Buck Wealth Strategies, LLC 2.23% Add +57.9% 100,532 $10.7M
Meridian Management Co. 2.81% Reduce -0.7% 100,069 $10.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -4.8% 99,792 $10.6M
Guggenheim Capital LLC 0.09% Add +2.5% 99,035 $10.6M
Cerity Partners LLC 0.02% Reduce -31.4% 98,011 $10.5M
Ted Buchan & Co 4.87% Add +1.1% 96,897 $10.3M
Tiaa Trust, National Association 0.03% Add +1.0% 96,807 $10.3M
Sequent Planning LLC 3.71% Reduce -11.5% 94,905 $10.1M
Sanctuary Advisors, LLC 0.06% Reduce -10.9% 93,672 $10.1M
Horizon Investments, LLC 0.28% Add +1.0% 92,542 $9.9M
Bokf, NA 0.17% Add +1.0% 92,181 $9.8M
Verger Capital Management LLC 4.86% Add +0.5% 91,609 $9.8M
Silver Coast Investments LLC 3.65% Add +0.4% 90,621 $9.7M
Cambridge Associates LLC /Ma/ 0.31% Add +2.7% 90,004 $9.6M
Family Firm, Inc. 2.09% Add +0.5% 187,377 $9.4M
First National Bank & Trust Co. of Newtown 1.96% Reduce -1.9% 88,152 $9.4M
Fischer Financial Services, Inc. 2.95% — 87,862 $9.4M
Fulton Breakefield Broenniman LLC 0.66% Reduce -12.8% 87,254 $9.3M
D.A. Davidson & Co. 0.08% Add +3.4% 86,956 $9.3M
Spire Wealth Management 0.28% Reduce -2.1% 85,993 $9.2M
Insight Wealth Strategies, LLC 1.22% Add +2.5% 85,283 $9.1M
Shilanski & Associates, Inc. 2.89% Add +3.5% 84,567 $9.0M
Tme Financial, Inc. 8.31% — 80,546 $8.9M
Atria Wealth Solutions, Inc. 0.10% Add +29.6% 82,827 $8.8M
Charles Schwab Trust Co 0.75% Reduce -2.1% 82,191 $8.8M
Mercer Global Advisors Inc. 0.02% Add +39.7% 81,655 $8.7M
Citigroup Inc. 0.01% Reduce -43.1% 81,481 $8.7M
Natixis Advisors, LLC 0.02% Reduce -1.6% 79,811 $8.5M
Blair William & Co. 0.02% Reduce -8.0% 78,739 $8.4M
White Pine Investment CO 2.25% Add +5.4% 78,306 $8.3M
Frontier Asset Management, LLC 2.69% Reduce -20.3% 76,411 $8.1M
Kestra Advisory Services, LLC 0.04% Add +4.1% 76,307 $8.1M
Asset Management Group, Inc. 1.43% Reduce -0.9% 75,218 $8.0M
Hillcrest Wealth Advisors - NY, LLC 3.67% Add +14.2% 72,560 $7.7M
Guardian Partners Inc. 0.78% — 72,153 $7.7M
Northwest & Ethical Investments L.P. 0.21% New 71,817 $7.7M
OneDigital Investment Advisors LLC 0.09% Reduce -17.3% 71,289 $7.6M
First Trust Advisors LP 0.01% Reduce -3.8% 71,136 $7.6M
One Wealth Map LLC 4.54% Reduce -2.0% 68,661 $7.5M
Full Sail Capital, LLC 0.47% Reduce -1.8% 69,238 $7.4M
Easterly Investment Partners LLC 0.58% No change 69,080 $7.4M
Rathbones Group PLC 0.04% Reduce -14.7% 68,445 $7.3M
Dai-ichi Life Holdings, Inc. 7.91% Add +79.8% 67,759 $7.2M
Stablepoint Partners, LLC 1.26% Add +1.6% 64,407 $6.9M
Principal Securities, Inc. 0.15% Reduce -81.8% 63,237 $6.7M
Financial & Tax Architects, LLC 1.71% Add +3.3% 62,916 $6.7M
Schechter Investment Advisors, LLC 0.51% Add +0.3% 62,179 $6.6M
Axos Invest Inc. 4.80% Reduce -1.5% 61,829 $6.6M
Olympus Wealth Management, LLC 2.32% Reduce -6.0% 59,835 $6.4M
NorthCoast Asset Management LLC 0.03% Add +115.0% 58,440 $6.2M
BNP Paribas Financial Markets 0.00% Add +126.2% 57,702 $6.1M
Camden National Bank 0.92% Add +0.0% 57,463 $6.1M
Alliance Wealth Advisors, LLC 1.58% Add +58.9% 57,455 $6.1M
Forefront Analytics, LLC 2.84% Add +200.5% 57,329 $6.1M
Great Valley Advisor Group, Inc. 0.14% Reduce -5.1% 57,214 $6.1M
Semmax Financial Advisors Inc. 1.59% New 54,922 $6.0M
Rather & Kittrell, Inc. 1.39% Reduce -2.2% 55,579 $5.9M
Connable Office Inc. 0.60% Reduce -4.0% 54,434 $5.8M
Parallel Advisors, LLC 0.13% Reduce -5.4% 54,395 $5.8M
Horizons Wealth Management 4.43% Add +3.5% 53,673 $5.7M
Belpointe Asset Management LLC 0.34% Add +7.7% 51,859 $5.6M
Sage Capital Advisors,llc 1.46% Reduce -2.3% 52,708 $5.6M
Slow Capital, Inc. 0.79% Add +0.1% 52,301 $5.6M
Brightwater Advisory LLC 4.35% No change 52,056 $5.5M
First Horizon Advisors, Inc. 0.15% Reduce -2.0% 51,674 $5.5M
Corient Private Wealth LP 0.01% Reduce -12.5% 51,618 $5.5M
Cranbrook Wealth Management, LLC 1.27% Add +3.9% 51,300 $5.5M
Curbstone Financial Management Corp 1.16% Reduce -0.1% 51,254 $5.5M
Stelac Advisory Services LLC 2.11% Add +6.3% 50,777 $5.4M
Capitolis Liquid Global Markets LLC 0.05% Reduce -50.0% 50,000 $5.3M
Fairview Capital Investment Management, LLC 0.27% Add +10.5% 49,582 $5.3M
Comerica Bank 0.02% Reduce -1.9% 49,317 $5.3M
Avantax Advisory Services, Inc. 0.03% Reduce -15.2% 49,235 $5.2M
CoreCap Advisors, LLC 0.24% Reduce -23.7% 49,176 $5.2M
MRWM Advisors, LLC 4.10% — 49,111 $5.2M
Phillips Financial Management, LLC 0.41% Reduce -26.3% 48,575 $5.2M
SMI Advisory Services, LLC 1.19% Reduce -4.8% 48,615 $5.2M
Sterling Investment Advisors LLC 3.02% Add +2.6% 48,431 $5.2M
Sound Stewardship, LLC 3.07% Add +2.3% 48,417 $5.2M
Mackenzie Financial Corp. 0.01% Reduce -21.0% 47,700 $5.1M
Composition Wealth, LLC 0.10% Add +4.8% 47,292 $5.0M
Private Advisor Group, LLC 0.03% Reduce -14.6% 46,526 $5.0M
Insight Wealth Partners, LLC 3.11% Add +7.9% 46,131 $4.9M
M&T Bank Corp 0.02% Add +7.1% 44,934 $4.8M
US Bancorp \de 0.01% Reduce -13.2% 44,897 $4.8M
Baird Financial Group, Inc. 0.01% Reduce -11.1% 44,728 $4.8M
Migdal Insurance & Financial Holdings Ltd. 0.07% Reduce -27.7% 43,037 $4.6M
Gray Wealth Management Inc. 1.73% Add +3.3% 42,675 $4.5M
Commerce Bank 0.03% Reduce -6.4% 41,460 $4.4M
Fortitude Family Office, LLC 1.55% Reduce -43.4% 40,640 $4.3M
Heritage Trust Co 0.51% — 40,427 $4.3M
Signature Wealth Management Group 1.73% Add +1.8% 40,328 $4.3M
Sumitomo Mitsui Financial Group, Inc. 0.06% Add +20.6% 40,230 $4.3M
Modera Wealth Management, LLC 0.05% Reduce -1.9% 39,805 $4.2M
Bank of Montreal 0.00% Reduce -4.4% 39,680 $4.2M
Franklin Resources Inc. 0.00% Reduce -2.9% 38,858 $4.1M
Renaissance Technologies 0.01% Add +123.8% 38,500 $4.1M
Fermata Advisors, LLC 0.76% Add +8.2% 38,336 $4.1M
Sage Financial Group Inc. 0.32% Add +24.9% 37,880 $4.0M
Steward Partners Investment Advisory, LLC 0.04% Add +46.8% 37,145 $4.0M
Lodestar Private Asset Management LLC 0.49% Add +1.6% 36,588 $3.9M
Money Concepts Capital Corp. 0.29% Reduce -3.6% 36,446 $3.9M
Adirondack Trust Co. 1.48% Reduce -4.3% 36,419 $3.9M
J2 Capital Management Inc 3.62% — 36,158 $3.9M
Janney Montgomery Scott LLC 0.01% Reduce -11.8% 36,147 $3.9M
James Investment Research, Inc. 0.46% Reduce -20.9% 36,115 $3.8M
Transamerica Financial Advisors, LLC 0.38% Add +23286.4% 36,015 $3.8M
Sigma Investment Counselors Inc. 0.22% Reduce -5.3% 35,538 $3.8M
Evelyn Partners Investment Management (Europe) Ltd 1.37% — 35,320 $3.8M
Cornerstone Financial Group, LLC 3.61% — 34,406 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -8.1% 33,909 $3.6M
Wealth Alliance, LLC 0.44% Reduce -1.9% 34,146 $3.6M
Peak Financial Management, Inc. 1.09% Add +1.2% 34,067 $3.6M
Evergreen Capital Management LLC 0.12% Add +1.8% 34,026 $3.6M
Foster & Motley Inc. 0.24% Reduce -2.8% 33,970 $3.6M
Summit Financial, LLC 0.12% Add +15.6% 33,050 $3.5M
NewEdge Advisors, LLC 0.02% Reduce -42.1% 33,032 $3.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -78.9% 32,905 $3.5M
Orion Portfolio Solutions, LLC 0.03% Reduce -78.9% 32,905 $3.5M
Legal & General Group Plc 0.00% Add +18.3% 32,903 $3.5M
AMG National Trust Bank 0.10% Reduce -12.1% 32,820 $3.5M
Waverly Advisors, LLC 0.05% Reduce -9.3% 32,706 $3.5M
Lake Hills Wealth Management, LLC 2.37% Reduce -16.5% 32,516 $3.5M
IFP Advisors, Inc 0.11% Add +285.8% 32,102 $3.4M
Lido Advisors, LLC 0.02% Add +3.8% 31,848 $3.4M
AE Wealth Management LLC 0.03% Reduce -50.5% 31,701 $3.4M
Sigma Planning Corp 0.11% Reduce -11.0% 31,636 $3.4M
Flow Traders U.S. LLC 0.13% Reduce -79.0% 30,439 $3.2M
Portside Wealth Group, LLC 0.54% Add +5.1% 30,325 $3.2M
Stephenson & Company, Inc. 2.17% Add +6.5% 30,300 $3.2M
Exencial Wealth Advisors, LLC 0.12% Add +2.1% 29,897 $3.2M
Trek Financial, LLC 0.24% Reduce -6.9% 29,679 $3.2M
Rothschild Wealth LLC 0.92% Reduce -73.3% 29,602 $3.2M
Impact Partnership Wealth, LLC 0.64% Reduce -19.6% 29,587 $3.2M
Bragg Financial Advisors, Inc 0.13% Reduce -1.9% 29,497 $3.1M
Welch & Forbes LLC 0.04% Add +31.3% 29,430 $3.1M
PKS Advisory Services, LLC 0.78% — 29,316 $3.1M
NorthCrest Asset Manangement, LLC 0.09% Reduce -19.4% 28,982 $3.1M
SigFig Wealth Management, LLC 0.11% Add +5.5% 28,760 $3.1M
Barclays PLC 0.00% Reduce -49.2% 28,683 $3.1M
Cwm, LLC 0.01% Add +30.9% 28,518 $3.0M
TrinityPoint Wealth, LLC 0.42% Add +2.6% 27,975 $3.0M
Savant Capital, LLC 0.02% Add +5.3% 27,695 $3.0M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -5.2% 27,626 $2.9M
Founders Financial Securities LLC 0.27% Reduce -20.6% 27,605 $2.9M
Captrust Financial Advisors 0.01% Reduce -13.4% 27,421 $2.9M
Ascent Wealth Partners, LLC 0.38% Reduce -0.4% 26,652 $2.8M
Arax Advisory Partners 0.18% Add +24.2% 26,351 $2.8M
Strategic Financial Concepts, LLC 0.53% New 26,078 $2.8M
Arete Wealth Advisors, LLC 0.20% Reduce -22.8% 26,050 $2.8M
Insigneo Advisory Services, LLC 0.29% Reduce -10.9% 25,965 $2.8M
Curran Financial Partners, LLC 0.73% Add +41.2% 25,946 $2.8M
Samalin Investment Counsel, LLC 1.18% Reduce -1.0% 25,799 $2.7M
Advisory Services Network, LLC 0.05% Reduce -19.1% 25,540 $2.7M
WASHINGTON TRUST Co 0.10% Reduce -5.5% 25,527 $2.7M
Humankind Investments LLC 0.69% No change 25,500 $2.7M
Scratch Capital LLC 3.28% — 25,228 $2.7M
Lyell Wealth Management, LP 0.24% Reduce -5.0% 25,054 $2.7M
Sterling Financial Planning, Inc. 0.98% Add +70.6% 25,000 $2.7M
MassMutual Private Wealth & Trust, FSB 0.07% Add +32.3% 24,926 $2.7M
Cibc World Market Inc. 0.01% Add +0.4% 24,659 $2.6M
Nwam LLC 0.16% Add +72.5% 24,626 $2.6M
Betterment LLC 0.01% Add +20.1% 24,370 $2.6M
Private Advisory Group LLC 0.29% New 24,095 $2.6M
Avos Capital Management, LLC 2.06% — 23,617 $2.5M
Jones Financial Companies LLLP 0.00% Add +50.4% 23,743 $2.5M
CW Advisors, LLC 0.03% Reduce -17.2% 23,710 $2.5M
Perigon Wealth Management, LLC 0.06% Reduce -5.2% 23,518 $2.5M
Bull Street Advisors, LLC 1.20% Reduce -12.1% 23,323 $2.5M
Deutsche Bank AG 0.00% Reduce -54.6% 22,557 $2.4M
Beacon Pointe Advisors, LLC 0.03% Reduce -9.3% 22,487 $2.4M
Zhang Financial LLC 0.14% Reduce -0.3% 22,319 $2.4M
Allworth Financial LP 0.01% Reduce -39.3% 22,092 $2.4M
Larson Financial Group LLC 0.12% Reduce -11.1% 22,124 $2.4M
Ti-Trust, Inc. 1.57% Add +0.7% 21,985 $2.3M
CFS Investment Advisory Services, LLC 0.21% Add +15.4% 21,778 $2.3M
Hughes Financial Services, LLC 0.48% — 21,714 $2.3M
Golden Bell Financial Planning LLC 2.31% — 21,600 $2.3M
KMG Fiduciary Partners, LLC 0.19% Add +33.6% 21,394 $2.3M
Cordant, Inc. 1.19% Add +10.1% 21,278 $2.3M
Independent Family Office, LLC 1.13% Reduce -0.0% 20,349 $2.2M
Peapack Gladstone Financial Corp. 0.03% Reduce -53.3% 20,273 $2.2M
United Services Automobile Association 0.07% Add +29.3% 20,201 $2.2M
Two Sigma Securities, LLC 0.39% New 20,195 $2.2M
Global Endowment Management, LP 0.27% Reduce -74.6% 20,023 $2.1M
Edmond DE Rothschild Holding S.A. 0.04% Add +75.8% 19,894 $2.1M
Nations Financial Group Inc, /Ia/ 0.15% Reduce -7.5% 19,852 $2.1M
WealthCollab, LLC 1.35% Reduce -4.7% 19,796 $2.1M
Ausdal Financial Partners, Inc. 0.18% New 19,561 $2.1M
Stone Summit Wealth LLC 0.69% Add +0.0% 19,333 $2.1M
Fortune Financial Advisors, LLC 1.86% Reduce -1.8% 19,246 $2.1M
Mutual Advisors, LLC 0.06% Reduce -20.6% 19,127 $2.0M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -19.8% 18,920 $2.0M
EP Wealth Advisors, LLC 0.02% Reduce -11.7% 18,892 $2.0M
Cannon Financial Strategists, Inc. 0.34% Add +3.4% 18,731 $2.0M
Mgo One Seven LLC 0.08% Reduce -43.0% 18,719 $2.0M
Visionary Wealth Advisors 0.12% Reduce -8.0% 18,666 $2.0M
W1M Asset Management Ltd 0.17% New 18,576 $2.0M
Certior Financial Group, LLC 1.75% — 18,446 $2.0M
Alliancebernstein L.P. 0.00% Add +292.1% 18,211 $1.9M
American Investment Services, Inc. 0.34% Add +2.1% 18,096 $1.9M
Millennium Management 0.00% New 17,856 $1.9M
Vontobel Holding Ltd. 0.01% No change 17,519 $1.9M
Foundation Wealth Management, LLC\PA 0.90% — 17,471 $1.9M
Ellis Investment Partners, LLC 0.36% Reduce -7.0% 17,370 $1.9M
Centered Wealth LLC dba Miller Equity Capital Advisors 0.71% Add +3.6% 17,350 $1.8M
VestGen Investment Management 0.50% New 17,327 $1.8M
Snowden Capital Advisors LLC 0.06% Reduce -3.5% 17,154 $1.8M
Tidal Investments LLC 0.01% Add +0.7% 17,017 $1.8M
Courage Miller Partners, LLC 0.62% No change 16,888 $1.8M
Chesapeake Capital Corp. 1.82% Reduce -0.5% 16,825 $1.8M
Integrated Advisors Network LLC 0.09% Reduce -1.7% 16,736 $1.8M
Wallace Advisory Group, LLC 1.22% Add +85.1% 16,025 $1.8M
Brass Tax Wealth Management, Inc. 0.37% Reduce -6.7% 16,489 $1.8M
Independent Financial Group, LLC 0.06% Reduce -2.5% 16,452 $1.8M
Minot DeBlois Advisors LLC 1.59% — 16,337 $1.7M
TD Private Client Wealth LLC 0.05% Reduce -6.3% 16,240 $1.7M
Financial Advocates Investment Management 0.10% Reduce -16.9% 16,061 $1.7M
Darden Wealth Group Inc 1.16% Reduce -1.7% 16,050 $1.7M
Harbour Investments, Inc. 0.05% Reduce -2.3% 15,837 $1.7M
SouthState Bank Corp 0.11% Reduce -10.1% 15,715 $1.7M
Natixis 0.01% New 15,574 $1.7M
City State Bank 0.58% Reduce -0.5% 15,495 $1.7M
Pflug Koory, LLC 0.11% Add +1.4% 15,348 $1.6M
Pure Portfolios Holdings LLC 0.60% Add +0.5% 15,256 $1.6M
Blue Fin Capital, Inc. 0.30% Reduce -1.9% 15,218 $1.6M
E&G Advisors, LLC 0.44% Reduce -6.2% 15,090 $1.6M
Brookstone Capital Management 0.02% Reduce -5.5% 14,876 $1.6M
Brighton Jones LLC 0.05% Add +8.0% 14,855 $1.6M
Alesco Advisors, LLC, An ESL Co 0.05% Reduce -1.6% 14,829 $1.6M
CPA Asset Management Group, LLC 0.73% Reduce -0.2% 14,657 $1.6M
Capital Investment Advisors, LLC 0.03% Reduce -3.1% 14,603 $1.6M
William Howard & Co Financial Advisors Inc 1.40% Reduce -13.9% 14,563 $1.6M
Procyon Advisors, LLC 0.10% Reduce -1.8% 14,531 $1.5M
OneAscent Financial Services LLC 0.13% New 14,512 $1.5M
Integrated Wealth Concepts LLC 0.02% Reduce -11.8% 14,503 $1.5M
Archvest Wealth Advisors, Inc. 1.12% Add +2.5% 14,457 $1.5M
Treynor Bancshares, Inc. 1.59% Reduce -7.3% 14,175 $1.5M
Freedom Investment Management, Inc. 0.12% Reduce -3.0% 13,991 $1.5M
SBI Securities Co., Ltd. 0.04% — 13,684 $1.5M
Wealthedge Investment Advisors, LLC 0.65% — 13,638 $1.5M
SignalPoint Asset Management, LLC 0.35% Reduce -19.2% 13,555 $1.4M
LVW Advisors, LLC 0.18% New 13,492 $1.4M
Patton Albertson Miller Group, LLC 0.19% Reduce -31.0% 13,480 $1.4M
Financial Engines Advisors L.L.C. 0.00% Add +8.0% 13,427 $1.4M
Perissos Private Wealth Management, LLC 1.07% Reduce -1.3% 13,419 $1.4M
180 Wealth Advisors, LLC 0.22% Add +30.9% 13,336 $1.4M
Sandy Spring Bank 0.06% Reduce -10.0% 13,228 $1.4M
Courier Capital LLC 0.09% Reduce -5.7% 12,912 $1.4M
Pine Valley Investments Ltd Liability Co 0.09% Reduce -9.7% 12,805 $1.4M
Wealthcare Advisory Partners LLC 0.04% Reduce -6.0% 12,641 $1.3M
Fiducient Advisors LLC 0.17% Add +8.3% 12,556 $1.3M
First American Trust, FSB 0.13% Add +26.7% 12,436 $1.3M
Summit Wealth Group, LLC 0.38% Reduce -15.0% 12,328 $1.3M
Addison Capital Co 0.52% Reduce -1.9% 12,314 $1.3M
Oppenheimer & Co. Inc. 0.02% Reduce -23.9% 12,266 $1.3M
Wesbanco Bank Inc. 0.04% Reduce -31.7% 12,175 $1.3M
PFG Investments, LLC 0.08% Reduce -26.0% 12,067 $1.3M
Wedbush Securities Inc. 0.05% Reduce -5.6% 12,047 $1.3M
Norden Group LLC 0.14% Add +50.2% 12,007 $1.3M
Texas Bank & Trust Co 0.52% — 11,831 $1.3M
Cullen/Frost Bankers, Inc. 0.02% No change 11,821 $1.3M
Strategic Wealth Investment Group, LLC 0.07% Reduce -8.4% 11,723 $1.2M
Creative Capital Management Investments LLC 0.52% Reduce -3.6% 11,716 $1.2M
Arcataur Capital Management LLC 0.42% Reduce -0.3% 11,704 $1.2M
Invictus Private Wealth, LLC 0.09% Add +1.1% 11,671 $1.2M
Calton & Associates, Inc. 0.55% Reduce -15.5% 11,653 $1.2M
GTS Securities LLC 0.06% Reduce -25.7% 11,644 $1.2M
Sovereign Financial Group, Inc. 0.28% Reduce -5.9% 11,637 $1.2M
HRT Financial LP 0.01% New 11,628 $1.2M
Patriot Investment Management Group, Inc. 0.09% Reduce -5.0% 11,618 $1.2M
Kingsview Wealth Management, LLC 0.02% Reduce -54.4% 11,595 $1.2M
Choreo, LLC 0.02% Reduce -6.1% 11,580 $1.2M
CreativeOne Wealth, LLC 0.04% Add +168.6% 11,553 $1.2M
Topel & Distasi Wealth Management, LLC 0.53% No change 11,536 $1.2M
Biondo Investment Advisors, LLC 0.17% Add +1.9% 11,518 $1.2M
Koshinski Asset Management, Inc. 0.10% Reduce -4.5% 11,516 $1.2M
Grey Fox Wealth Advisors, LLC 0.33% Reduce -0.1% 11,458 $1.2M
Shepherd Financial Partners LLC 0.15% Reduce -1.3% 11,435 $1.2M
Bearing Point Capital, LLC 0.25% — 11,410 $1.2M
Madden Advisory Services, Inc. 0.56% Add +3.0% 11,365 $1.2M
Soltis Investment Advisors LLC 0.11% Reduce -5.7% 11,359 $1.2M
Crabel Capital Management, LLC 3.91% Reduce -85.6% 11,305 $1.2M
StoneX Group Inc. 0.07% Add +9.9% 11,256 $1.2M
Csenge Advisory Group 0.06% Add +67.2% 11,121 $1.2M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -13.1% 11,035 $1.2M
Independent Advisor Alliance 0.02% New 11,011 $1.2M
Flputnam Investment Management Co. 0.02% Reduce -30.4% 11,007 $1.2M
Jacobi Capital Management LLC 0.09% Add +1.4% 10,785 $1.1M
MAI Capital Management 0.01% New 10,785 $1.1M
Simon Quick Advisors, LLC 0.07% Reduce -1.6% 10,783 $1.1M
Compagnie Lombard Odier SCmA 0.02% New 10,650 $1.1M
Compound Planning, Inc. 0.06% Reduce -11.9% 10,625 $1.1M
Fairway Wealth LLC 0.51% Add +1.9% 10,622 $1.1M
Marshall Financial Group Inc. 0.34% Add +6.5% 10,424 $1.1M
Wolverine Trading, LLC 0.03% Add +50.2% 10,410 $1.1M
Fiduciary Financial Group, LLC 0.24% Add +0.5% 10,404 $1.1M
BOS Asset Management, LLC 0.40% No change 10,367 $1.1M
Chemistry Wealth Management LLC 0.26% Add +17.0% 10,256 $1.1M
Glass Jacobson Investment Advisors llc 0.36% Reduce -8.0% 10,179 $1.1M
Wilmington Savings Fund Society, FSB 0.02% No change 10,160 $1.1M
American Financial Advisors, LLC 0.15% Reduce -3.0% 10,120 $1.1M
Interactive Financial Advisors, Inc. 0.56% Reduce -11.3% 10,118 $1.1M
Northwest Wealth Management, LLC 0.23% Reduce -16.6% 10,105 $1.1M
Fifth Third Bancorp 0.00% Reduce -24.4% 10,099 $1.1M
TFB Advisors LLC 0.31% New 10,049 $1.1M
Global Retirement Partners, LLC 0.03% Add +49.4% 10,040 $1.1M
Performance Wealth Partners, LLC 0.03% Reduce -6.5% 10,037 $1.1M
Willow Creek Wealth Management Inc. 0.11% Reduce -2.9% 10,030 $1.1M
Sig Brokerage, LP 0.50% — 10,000 $1.1M
Stock Yards Bank & Trust Co. 0.04% Reduce -4.9% 9,753 $1.0M
Stratos Wealth Partners, LTD. 0.01% Reduce -19.4% 9,746 $1.0M
Fox Hill Wealth Management 0.58% Reduce -48.1% 9,682 $1.0M
Farther Finance Advisors, LLC 0.04% Add +8.1% 9,654 $1.0M
Synergy Asset Management, LLC 0.08% New 9,607 $1.0M
Prosperity Consulting Group, LLC 0.08% Reduce -40.5% 9,618 $1.0M
Pinnacle Associates Ltd. 0.01% Reduce -0.3% 9,473 $1.0M
Christensen, King & Associates Investment Services, Inc. 0.47% Reduce -2.9% 9,461 $1.0M
Sepio Capital, LP 0.08% Add +0.5% 9,419 $1.0M
Florin Court Capital LLP 1.04% Reduce -27.1% 9,400 $1.0M
Qube Research & Technologies Ltd 0.00% Add +3.4% 9,370 $998K
Stratos Wealth Advisors, LLC 0.05% Reduce -3.6% 9,348 $996K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Reduce -9.3% 9,268 $988K
Foundations Investment Advisors, LLC 0.02% Add +12.5% 9,259 $987K
Bank of Marin 0.78% Add +1.5% 9,220 $982K
National Philanthropic Trust 0.01% Reduce -30.3% 9,201 $980K
Hilltop Holdings Inc. 0.06% Add +7.9% 9,169 $977K
Susquehanna International Group, LLP 0.00% Reduce -80.7% 9,137 $974K
Shayne & Jacobs, LLC 0.25% Reduce -0.6% 9,110 $971K
Synovus Financial Corp. 0.01% Reduce -12.8% 9,087 $968K
Graypoint LLC 0.06% Reduce -1.7% 9,050 $964K
First National Trust Co 0.04% Add +86.0% 9,050 $964K
Ameritas Advisory Services, LLC 0.03% Add +0.2% 9,042 $963K
Palisade Asset Management, LLC 0.10% Reduce -1.8% 8,970 $956K
Dynamic Advisor Solutions LLC 0.04% Reduce -4.6% 8,951 $954K
Kestra Private Wealth Services, LLC 0.02% Add +5.9% 8,944 $953K
Aviance Capital Partners, LLC 0.13% Reduce -1.4% 8,930 $951K
Atria Investments, Inc 0.01% Add +4.9% 8,908 $949K
CWC Advisors, LLC. 0.94% Reduce -7.8% 8,839 $942K
Awm Capital, LLC 0.11% Reduce -2.6% 8,762 $934K
Cresset Asset Management, LLC 0.00% Reduce -39.0% 8,729 $930K
Sequoia Financial Advisors, LLC 0.01% Add +103.8% 8,684 $925K
Keel Point, LLC 0.07% Reduce -0.1% 8,657 $922K
Seldon Capital LP 0.37% No change 8,515 $907K
Chicago Partners Investment Group LLC 0.03% Add +24.8% 8,434 $899K
TCFG Wealth Management, LLC 0.45% Reduce -8.0% 8,381 $893K
Chapin Davis, Inc. 0.29% No change 8,078 $892K
J.W. Cole Advisors, Inc. 0.04% Reduce -4.8% 8,373 $892K
Pekin Hardy Strauss, Inc. 0.11% Add +102.8% 8,356 $890K
FineMark National Bank & Trust 0.03% Reduce -18.5% 8,356 $890K
Smith, Moore & Co. 0.08% Reduce -8.9% 8,304 $885K
Strive Asset Management, LLC 0.66% — 8,269 $881K
Renasant Bank 0.57% Reduce -2.9% 8,194 $873K
Unique Wealth Strategies, LLC 0.38% Add +4.0% 8,194 $873K
United Capital Financial Advisors, LLC 0.01% Reduce -15.7% 8,194 $873K
Tritonpoint Wealth, LLC 0.08% Add +7.5% 8,182 $872K
Park Place Capital Corp 0.24% Reduce -2.9% 8,140 $867K
Bigelow Investment Advisors, LLC 0.40% Reduce -3.7% 7,942 $846K
Kovack Advisors, Inc. 0.08% Add +7.8% 7,932 $845K
Signature Estate & Investment Advisors LLC 0.02% Reduce -19.5% 7,889 $841K
Northern Trust Corp. 0.00% New 7,785 $829K
Note Advisors, LLC 0.73% — 7,780 $829K
Alpha Cubed Investments, LLC 0.04% Add +1.1% 7,671 $817K
&partners 0.01% Add +31.5% 7,660 $816K
Gould Asset Management LLC 0.17% Reduce -9.3% 7,647 $815K
Commons Capital, LLC 0.74% New 7,624 $812K
Duncker Streett & Co. Inc. 0.15% Add +0.2% 7,565 $806K
Canandaigua National Bank & Trust Co. 0.08% Reduce -19.4% 7,512 $800K
Gill Capital Partners, LLC 0.29% Add +0.0% 7,493 $798K
Farrell Financial LLC 0.56% Reduce -2.0% 7,415 $790K
Parkside Financial Bank & Trust 0.10% Add +27.8% 7,406 $789K
Ascent Group, LLC 0.06% New 7,368 $785K
IHT Wealth Management, LLC 0.03% Add +33.9% 7,367 $785K
Prospera Financial Services Inc 0.02% Reduce -6.0% 7,270 $775K
Quadrature Capital Ltd 0.02% New 7,260 $774K
GeoWealth Management, LLC 0.03% Add +1641.2% 7,226 $770K
Caldwell Trust Co 0.08% Reduce -7.0% 7,213 $769K
Garner Asset Management Corp 0.35% Add +15.3% 7,204 $768K
Busey Bank 0.03% Reduce -5.6% 7,172 $764K
Diversify Wealth Management, LLC 0.06% Add +31.0% 7,181 $763K
Westfuller Advisors, LLC 0.48% Reduce -14.3% 7,148 $762K
Planned Solutions, Inc. 0.31% Reduce -0.5% 7,061 $752K
DMC Group, LLC 0.61% Reduce -27.1% 7,057 $752K
Banque Pictet & Cie SA 0.01% No change 7,050 $751K
Safeguard Investment Advisory Group, LLC 0.21% Reduce -13.0% 7,017 $748K
Atwater Malick LLC 0.25% Reduce -14.9% 7,018 $748K
Verus Capital Partners, LLC 0.07% Reduce -12.6% 7,234 $745K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -9.3% 6,952 $741K
Austin Asset Management Co Inc 0.15% Add +146.5% 6,870 $732K
Trust Co. of Vermont 0.04% Reduce -2.4% 6,858 $731K
Daymark Wealth Partners, LLC 0.03% Add +0.5% 6,854 $730K
RFG Advisory, LLC 0.02% Reduce -16.3% 6,736 $718K
Valued Retirements, Inc. 0.97% Reduce -20.2% 6,724 $716K
Apexium Financial, LP 0.04% Reduce -33.3% 6,717 $716K
Atlas Brown,Inc. 0.24% Reduce -0.8% 6,680 $712K
Bath Savings Trust Co 0.07% No change 6,645 $708K
Ellenbecker Investment Group 0.13% Reduce -31.6% 6,623 $706K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -4.0% 6,573 $700K
Red Wave Investments LLC 0.24% Reduce -19.7% 6,539 $697K
Dorsey Wright & Associates 0.17% New 6,513 $694K
WealthTrust Axiom LLC 0.21% No change 6,500 $693K
Modern Wealth Management, LLC 0.03% Reduce -12.5% 6,477 $690K
SeaCrest Wealth Management, LLC 0.07% Reduce -1.4% 6,460 $688K
Tilia Fiduciary Partners, Inc. 0.47% Reduce -3.8% 6,420 $684K
Pathstone Holdings, LLC 0.00% Reduce -12.2% 6,398 $682K
Flagship Harbor Advisors, LLC 0.04% Reduce -3.4% 6,368 $679K
Quest 10 Wealth Builders, Inc. 0.67% — 6,365 $678K
Avior Wealth Management, LLC 0.02% Reduce -2.0% 6,340 $676K
Flagstar Securities, Inc. 0.17% Reduce -0.1% 6,331 $675K
Private Harbour Investment Management & Counsel, LLC 0.74% Reduce -10.6% 6,305 $672K
Rik Saylor Financial, Inc. 0.62% — 6,302 $672K
Brown Advisory Inc. 0.00% Add +143.5% 6,296 $671K
Legacy Financial Group LLC 0.11% Reduce -41.7% 6,295 $671K
Ieq Capital, LLC 0.01% Add +36.1% 6,283 $669K
First Hawaiian Bank 0.02% Reduce -13.2% 6,262 $667K
Engineers Gate Manager LP 0.01% New 6,160 $656K
Tiemann Investment Advisors, LLC 0.29% Reduce -1.6% 6,157 $656K
Clear Investment Research, LLC 0.84% Add +2.2% 6,114 $652K
CIBC Private Wealth Group LLC 0.00% Reduce -25.5% 6,092 $649K
Grandview Asset Management LLC 0.24% New 6,040 $644K
Parker Financial LLC 0.31% Reduce -22.8% 6,015 $641K
TRUE Private Wealth Advisors 0.08% Reduce -0.1% 6,011 $641K
Chesley Taft & Associates LLC 0.03% Add +31.8% 6,009 $640K
Wealthspire Retirement, LLC 0.05% Reduce -1.7% 6,006 $640K
Silver Oak Securities, Incorporated 0.06% Reduce -6.7% 5,989 $639K
LPWM LLC 0.20% Reduce -6.8% 5,991 $638K
Mission Creek Capital Partners, Inc. 0.14% Add +0.1% 5,919 $631K
Benjamin Edwards Inc. 0.01% Add +9.9% 5,899 $629K
Apella Capital, LLC 0.02% Reduce -19.6% 5,887 $627K
Discovery Capital Management, LLC / CT 0.04% New 5,862 $625K
Stephens Inc. 0.01% Reduce -8.0% 5,852 $624K
Diversify Advisory Services, LLC 0.03% Add +23.9% 5,869 $623K
Summitry LLC 0.03% No change 5,805 $619K
Fort Washington Investment Advisors Inc. 0.00% No change 5,805 $619K
IVC Wealth Advisors LLC 0.34% Reduce -12.5% 5,787 $617K
Waterloo Capital, L.P. 0.06% Reduce -13.7% 5,769 $615K
Glenview Trust Co 0.01% No change 5,660 $603K
Gibson Capital, LLC 0.12% Reduce -0.0% 5,610 $598K
Focus Financial Network, Inc. 0.02% Reduce -6.8% 5,610 $598K
Fund Evaluation Group, LLC 0.03% New 5,593 $596K
Mine & Arao Wealth Creation & Management, LLC. 0.27% Reduce -8.3% 5,551 $591K
Glen Eagle Advisors, LLC 0.10% Reduce -7.5% 5,531 $589K
FC Advisory LLC 0.20% Add +2.0% 5,511 $587K
Corepath Wealth Partners LLC 0.57% Reduce -0.1% 5,504 $585K
AllSquare Wealth Management LLC 0.34% No change 5,479 $584K
Pines Wealth Management, LLC 0.25% — 5,413 $575K
EFG Asset Management (Americas) Corp. 0.11% No change 5,387 $574K
Cyndeo Wealth Partners, LLC 0.04% Reduce -10.0% 5,379 $573K
Regions Financial Corp. 0.00% Reduce -2.0% 5,270 $562K
DecisionMap Wealth Management, LLC 0.44% — 5,256 $560K
Hardin Capital Partners, LLC 0.34% No change 5,223 $556K
Latitude Advisors, LLC 0.31% Reduce -44.6% 5,207 $555K
Baldwin Investment Management, LLC 0.07% No change 5,200 $554K
SageView Advisory Group, LLC 0.02% Add +22.6% 5,200 $554K
Financial Architects, LLC 0.35% Reduce -20.5% 5,195 $554K
Single Point Partners, LLC 0.13% New 5,194 $553K
Fisher Asset Management 0.00% Reduce -17.8% 5,145 $548K
Dorsey & Whitney Trust CO LLC 0.03% Reduce -79.3% 5,122 $546K
Rosenblum Silverman Sutton S F Inc. 0.14% Reduce -7.3% 5,110 $544K
Merit Financial Group, LLC 0.01% Add +167.4% 5,084 $542K
First National Corp. /Ma/ 0.12% Reduce -32.3% 5,084 $542K
Wellington Shields & Co., LLC 0.17% Add +97.4% 5,067 $540K
Citizens & Northern Corp. 0.15% Add +42.9% 5,063 $539K
Gibbs Wealth Management 0.15% Add +23.3% 5,052 $538K
Cutter & CO Brokerage, Inc. 0.13% Reduce -8.0% 5,030 $536K
SilverOak Wealth Management LLC 0.12% Reduce -12.9% 5,025 $535K
Tyche Wealth Partners LLC 0.11% Reduce -9.1% 5,012 $534K
Consolidated Portfolio Review Corp 0.08% Add +0.1% 4,972 $530K
Ancora Advisors LLC 0.01% Reduce -17.8% 4,957 $528K
Tranquilli Financial Advisor LLC 0.33% Add +5.8% 4,932 $526K
Level Four Advisory Services, LLC 0.02% Add +32.9% 4,918 $524K
Van Strum & Towne Inc. 0.18% Reduce -29.0% 4,905 $523K
Signet Financial Management, LLC 0.07% Reduce -1.6% 4,887 $521K
Faithward Advisors, LLC 0.09% No change 4,857 $518K
Smith Thornton Advisors LLC 0.32% Reduce -29.8% 4,825 $514K
Evelyn Partners Asset Management Ltd 0.14% — 4,822 $514K
Mezzasalma Advisors, LLC 0.16% New 4,783 $510K
Ameritas Investment Partners, Inc. 0.02% Reduce -11.5% 4,769 $508K
Palumbo Wealth Management LLC 0.19% Reduce -91.3% 4,756 $507K
Journey Advisory Group, LLC 0.06% No change 4,712 $503K
Mason Investment Advisory Services, Inc. 0.03% Add +51.7% 4,681 $499K
Castleview Partners, LLC 0.27% Reduce -10.7% 4,663 $498K
Ballentine Partners, LLC 0.01% No change 4,647 $495K
Bar Harbor Wealth Management 0.03% Reduce -3.2% 4,608 $491K
AdvisorNet Financial, Inc 0.04% Reduce -41.8% 4,534 $483K
Oder Investment Management, LLC 0.40% Add +0.0% 4,493 $479K
Syntax Research, Inc. 0.34% Add +0.5% 4,476 $477K
Councilor Wealth, LLC 0.23% Reduce -7.5% 4,472 $477K
Upper Left Wealth Management, LLC 0.40% Reduce -2.4% 4,435 $473K
Sovran Advisors, LLC 0.07% — 4,428 $471K
Jeppson Wealth Management, LLC 0.17% Add +0.5% 4,387 $467K
HCR Wealth Advisors 0.06% No change 4,345 $463K
Invesco Ltd. 0.00% Add +2.7% 4,343 $463K
WNY Asset Management, LLC 0.06% Reduce -39.4% 4,320 $460K
Rehmann Capital Advisory Group 0.03% Add +16.5% 4,293 $457K
Fiera Capital Corp 0.00% Reduce -0.1% 4,291 $457K
Cardiff Park Advisors, LLC 0.04% Reduce -40.7% 4,258 $454K
Middleton & Co. Inc. 0.05% No change 4,244 $452K
Elevation Point Wealth Partners, LLC 0.04% Reduce -1.1% 4,241 $452K
HB Wealth Management, LLC 0.00% Reduce -17.3% 4,240 $452K
NorthLanding Financial Partners, LLC 0.45% Add +6.6% 4,207 $448K
Clearstead Advisors, LLC 0.01% Reduce -3.7% 4,196 $447K
Creekside Partners 0.23% Reduce -30.9% 4,194 $447K
J. W. Coons Advisors, LLC 0.11% Reduce -12.4% 4,193 $447K
Auour Investments LLC 0.16% Reduce -3.5% 4,111 $444K
Pinnacle Financial Partners Inc 0.01% Add +5.9% 4,154 $443K
American Trust 0.03% Add +21.0% 4,127 $440K
Moors & Cabot, Inc. 0.02% Reduce -2.4% 4,092 $436K
Rebalance, LLC 0.03% New 4,021 $428K
Apollon Wealth Management, LLC 0.01% Add +9.7% 4,019 $428K
Evexia Wealth LLC 0.14% Reduce -63.8% 3,943 $428K
Market Street Wealth Management Advisors LLC 0.07% No change 4,007 $427K
Wealth Quarterback LLC 0.20% Reduce -21.7% 4,002 $426K
Mattern Wealth Management LLC 0.09% No change 4,000 $426K
Headinvest, LLC 0.08% No change 3,999 $426K
Houlihan Financial Resource Group, Ltd. 0.18% Reduce -4.2% 3,997 $426K
Flaharty Asset Management, LLC 0.06% No change 3,996 $426K
Capital Analysts, LLC 0.02% Add +2.0% 3,974 $423K
10Elms LLP 0.53% — 3,968 $423K
FSA Investment Group, LLC 0.37% — 3,973 $422K
Prudent Man Advisors, LLC 0.15% Add +5.9% 3,946 $420K
Hardy Reed LLC 0.04% Reduce -10.9% 3,925 $418K
Mayflower Financial Advisors, LLC 0.06% Reduce -1.8% 3,922 $418K
Napatree Capital LLC 0.24% Add +9.2% 3,860 $411K
Pinnacle Financial Group, LLC / IL 0.16% Add +0.3% 3,845 $410K
JMG Financial Group, Ltd. 0.01% No change 3,822 $407K
Clarity Financial LLC 0.05% Reduce -0.1% 3,816 $407K
PFG Advisors 0.02% Reduce -20.6% 3,795 $404K
Concurrent Investment Advisors, LLC 0.01% Reduce -27.8% 3,776 $402K
Venture Visionary Partners LLC 0.02% Reduce -0.0% 3,772 $402K
Grey Ledge Advisors, LLC 0.10% Add +4844.7% 3,758 $400K
Edgestream Partners, L.P. 0.02% New 3,724 $397K
Silverlake Wealth Management LLC 0.15% Add +0.0% 3,705 $395K
McAdam, LLC 0.02% Reduce -24.3% 3,704 $395K
Hickory Point Bank & Trust 0.35% — 3,682 $392K
Evanson Asset Management, LLC 0.03% Add +0.1% 3,672 $391K
Goodwin Investment Advisory 0.20% Add +66.8% 3,589 $389K
Valmark Advisers, Inc. 0.01% Reduce -10.8% 3,643 $388K
Personal Cfo Solutions, LLC 0.08% New 3,641 $388K
Cambria Investment Management, L.P. 0.02% Reduce -33.3% 3,628 $387K
First United Bank & Trust 0.14% Add +4.7% 3,620 $386K
ABLE Financial Group, LLC 0.11% Add +0.6% 3,618 $385K
N.E.W. Advisory Services LLC 0.04% Reduce -4.5% 3,614 $385K
Prentiss Smith & Co. Inc. 0.25% No change 3,572 $381K
Financial Counselors Inc. 0.01% Reduce -5.7% 3,566 $380K
J.Safra Asset Management Corp 0.03% New 3,535 $377K
J. L. Bainbridge & Co., Inc. 0.04% Add +0.1% 3,531 $376K
Concourse Financial Group Securities, Inc. 0.02% Add +14.2% 3,500 $375K
Compass Planning Associates Inc 0.38% — 3,505 $373K
Cascade Financial Partners, LLC 0.05% No change 3,491 $372K
Old National Bancorp 0.01% Reduce -63.7% 3,471 $370K
Fourth Dimension Wealth, LLC 0.19% — 3,440 $367K
Park Avenue Securities LLC 0.00% Reduce -62.0% 3,425 $365K
Ghe, LLC 0.14% No change 3,412 $364K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -1.6% 3,403 $363K
Shade Tree Advisors LLC 0.37% — 3,399 $362K
Alhambra Investment Management LLC 0.18% Reduce -28.0% 3,344 $356K
King Wealth Management Group 0.05% Reduce -1.8% 3,340 $356K
International Private Wealth Advisors LLC 0.35% No change 3,330 $355K
Whalen Wealth Management Inc. 0.25% Add +44.1% 3,324 $354K
Destination Wealth Management 0.01% Add +48.3% 3,318 $354K
National Bank of Canada 0.00% Reduce -38.6% 3,316 $353K
White Pine Capital LLC 0.12% Reduce -23.3% 3,303 $352K
Scissortail Wealth Management, LLC 0.09% Add +21893.3% 3,299 $352K
Ashton Thomas Private Wealth, LLC 0.01% New 3,283 $350K
Wealthspire Advisors, LLC 0.00% Reduce -2.7% 3,270 $348K
Old Port Advisors 0.10% Reduce -8.1% 3,253 $347K
Westmount Partners, LLC 0.10% No change 3,240 $345K
Gladstone Institutional Advisory LLC 0.02% Reduce -33.8% 3,240 $345K
International Assets Investment Management, LLC 0.03% Reduce -11.3% 3,227 $344K
5T Wealth, LLC 0.19% — 3,229 $344K
Oxford Financial Group, LTD. LLC 0.02% Reduce -2.2% 3,224 $344K
Arkadios Wealth Advisors 0.02% Reduce -11.8% 3,223 $343K
Garrett Wealth Advisory Group, LLC 0.08% Reduce -9.4% 3,189 $340K
Lynx Investment Advisory 0.23% Add +10.4% 3,183 $339K
Moneta Group Investment Advisors LLC 0.00% Reduce -22.6% 3,174 $338K
Carnegie Investment Counsel 0.01% No change 3,169 $338K
RDA Financial Network 0.10% Reduce -2.3% 3,166 $337K
Eq Wealth Advisors, LLC 0.32% — 3,149 $336K
Private Portfolio Partners LLC 0.06% Add +36.1% 3,147 $335K
Thompson Siegel & Walmsley LLC 0.01% Add +1.5% 3,102 $331K
Shared Vision Wealth Group LLC 0.17% Reduce -9.7% 3,096 $330K
Williams Jones Wealth Management, LLC. 0.00% Add +1.3% 3,070 $327K
Hanson & Doremus Investment Management 0.05% Reduce -4.1% 3,060 $326K
Silvia McColl Wealth Management, LLC 0.24% No change 3,055 $326K
Pacific Capital Wealth Advisors, Inc. 0.05% No change 3,038 $324K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +29.7% 3,027 $323K
Simplicity Wealth,LLC 0.07% Reduce -4.3% 3,011 $321K
RS Crum Inc. 0.08% Reduce -39.8% 3,005 $320K
Nautilus Advisors LLC 0.25% — 3,000 $320K
Transcend Capital Advisors, LLC 0.02% Reduce -11.3% 2,989 $318K
Walker Asset Management, LLC 0.20% Add +0.8% 2,987 $318K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -1.6% 2,983 $318K
Baker Avenue Asset Management, LP 0.01% Add +4.1% 2,961 $315K
Park Edge Advisors, LLC 0.09% Add +0.4% 2,951 $314K
SFG Wealth Management, LLC. 0.16% New 2,947 $314K
Regal Investment Advisors LLC 0.02% Reduce -5.6% 2,928 $312K
Elm Partners Management LLC 0.02% New 2,923 $311K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -23.5% 2,915 $311K
Janney Capital Management LLC 0.02% Reduce -1.5% 2,884 $307K
Country Club Bank 0.02% Reduce -19.8% 2,824 $301K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,820 $300K
ProVise Management Group, LLC 0.03% Reduce -5.1% 2,817 $300K
Parsons Capital Management Inc. 0.02% Reduce -5.8% 2,805 $299K
Stonegate Investment Group, LLC 0.01% No change 2,801 $298K
Leavell Investment Management, Inc. 0.01% Add +0.1% 2,791 $297K
Successful Portfolios LLC 0.20% No change 2,786 $297K
Pinnacle Bancorp, Inc. 0.10% Add +14.1% 2,777 $296K
PCA Investment Advisory Services Inc. 0.14% Reduce -2.4% 2,776 $296K
Optivise Advisory Services LLC 0.16% Reduce -7.8% 2,775 $296K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 2,774 $296K
Red Crane Wealth Management, LLC 0.28% — 2,774 $296K
GK Wealth Management LLC 0.37% — 2,773 $295K
NWF Advisory Services Inc. 0.04% Reduce -0.3% 2,770 $295K
Family Investment Center, Inc. 0.07% Add +0.2% 2,764 $295K
Rwa Wealth Partners, LLC 0.00% Reduce -52.2% 2,753 $293K
Charter Oak Capital Management, LLC 0.03% Add +0.0% 2,749 $293K
Strategy Asset Managers LLC 0.06% New 2,730 $291K
4Thought Financial Group Inc. 0.18% Add +1.1% 2,727 $291K
Alan B Lancz & Associates, Inc. 0.29% No change 2,725 $290K
Paragon Capital Management Ltd 0.06% No change 2,716 $289K
ORG Partners LLC 0.04% Reduce -2.6% 2,697 $289K
S.A. Mason LLC 0.15% No change 2,691 $287K
IFG Advisory, LLC 0.02% New 2,678 $285K
Fortitude Advisory Group L.L.C. 0.17% Reduce -18.3% 2,655 $283K
Institute for Wealth Management, LLC. 0.04% Reduce -1.4% 2,652 $283K
Kingswood Wealth Advisors, LLC 0.02% Add +24.2% 2,624 $280K
Mainstay Capital Management LLC 0.04% Reduce -0.6% 2,620 $279K
Investment Advisory Group, LLC 0.09% Reduce -7.1% 2,616 $279K
Horst & Graben Wealth Management LLC 0.05% Reduce -36.7% 2,595 $277K
Plancorp, LLC 0.01% No change 2,593 $276K
New Covenant Trust Company, N.A. 0.27% Reduce -0.7% 2,568 $274K
LexAurum Advisors, LLC 0.05% Add +1.1% 2,562 $273K
Windsor Capital Management, LLC 0.08% Reduce -15.2% 2,558 $273K
Continuum Advisory, LLC 0.03% Reduce -5.1% 2,500 $266K
Financial Network Wealth Advisors LLC 0.49% Reduce -70.2% 2,493 $266K
AlTi Global, Inc. 0.01% Reduce -0.6% 2,493 $266K
Union Bancaire Privee, UBP SA 0.00% — 2,675 $259K
LaSalle St. Investment Advisors, LLC 0.08% Add +1.3% 2,426 $258K
City Holding Co. 0.04% Reduce -23.4% 2,417 $258K
Argent Trust Co 0.01% No change 2,414 $257K
DKM Wealth Management, Inc. 0.24% — 2,412 $257K
Quadcap Wealth Management, LLC 0.04% New 2,392 $255K
WMG Financial Advisors, LLC 0.11% No change 2,380 $254K
Coppell Advisory Solutions LLC 0.04% Reduce -2.5% 2,372 $253K
World Investment Advisors 0.01% Reduce -59.2% 2,365 $252K
Graham Capital Wealth Management, LLC 0.22% New 2,365 $252K
Orcam Financial Group 0.24% Add +0.2% 2,360 $251K
Boston Family Office LLC 0.02% Add +7.6% 2,354 $251K
Greenspring Advisors, LLC 0.05% No change 2,346 $250K
Aletheian Wealth Advisors LLC 0.15% Add +2.8% 2,341 $249K
Fortress Financial Solutions, LLC 0.35% — 2,329 $248K
Squarepoint Ops LLC 0.00% New 2,329 $248K
North Star Investment Management Corp. 0.02% Add +4.7% 2,321 $247K
Strategic Point Investment Advisors, LLC 0.04% No change 2,320 $247K
TD Capital Management LLC 0.03% Add +1.6% 2,316 $247K
Quadrant Private Wealth Management, LLC 0.06% Add +0.2% 2,315 $247K
Vista Capital Partners, Inc. 0.03% No change 2,314 $247K
Walkner Condon Financial Advisors LLC 0.05% No change 2,304 $245K
Cape Cod Five Cents Savings Bank 0.02% No change 2,221 $245K
West Paces Advisors Inc. 0.06% No change 2,300 $245K
Grove Street Fiduciary, LLC 0.13% — 2,288 $244K
Journey Strategic Wealth LLC 0.01% Reduce -0.0% 2,282 $243K
Tyler-Stone Wealth Management 0.04% Reduce -1.4% 2,270 $242K
Legacy PCG, LLC 0.17% Reduce -5.5% 2,251 $240K
Bedel Financial Consulting, Inc. 0.03% Add +0.6% 2,195 $239K
Rodgers Brothers Inc. 0.03% No change 2,243 $239K
Scotia Capital Inc. 0.00% Reduce -2.4% 2,239 $239K
SPC Financial, Inc. 0.02% Reduce -0.4% 2,228 $237K
Main Street Financial Solutions, LLC 0.02% Reduce -2.7% 2,219 $236K
Strategic Blueprint, LLC 0.01% Reduce -79.0% 2,217 $236K
Stokes Family Office, LLC 0.02% Reduce -44.9% 2,180 $232K
Jackson Hole Capital Partners, LLC 0.05% Add +0.1% 2,165 $231K
BridgePort Financial Solutions, LLC 0.10% — 2,100 $230K
One Charles Private Wealth Services, LLC 0.08% Reduce -3.2% 2,151 $229K
Davidson Trust Co. 0.12% No change 2,150 $229K
Angeles Wealth Management, LLC 0.02% Reduce -1.6% 2,149 $229K
Cottonwood Capital Advisors, LLC 0.16% No change 2,141 $228K
Optimum Investment Advisors 0.10% Reduce -15.6% 2,113 $225K
Spectrum Wealth Counsel, LLC 0.03% Add +9.5% 2,112 $225K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -17.8% 2,105 $224K
Woodard & Co. Asset Management Group Inc. 0.05% No change 2,100 $224K
All Terrain Financial Advisors, LLC 0.09% Reduce -6.9% 2,099 $224K
Klingman & Associates, LLC 0.01% Reduce -4.5% 2,096 $223K
Capital Investment Advisory Services, LLC 0.02% Reduce -0.2% 2,076 $221K
Patten Group, Inc. 0.05% New 2,075 $221K
Mechanics Bank Trust Department 0.03% Reduce -8.8% 2,075 $221K
Coldstream Capital Management Inc. 0.00% Reduce -10.9% 2,071 $221K
Gradient Capital Advisors, LLC 0.07% Reduce -2.3% 2,070 $221K
Goldstone Financial Group, LLC 0.03% Reduce -2.9% 2,068 $220K
Todd Asset Management LLC 0.01% No change 2,060 $219K
SVB Wealth LLC 0.00% New 2,053 $219K
North Forty Two & Co. 0.25% — 2,048 $218K
Vawter Financial, Ltd. 0.13% Reduce -3.5% 2,044 $218K
Colony Family Offices, LLC 0.07% No change 2,039 $217K
Advus Financial Partners, LLC 0.06% Reduce -74.3% 2,033 $217K
Webster Bank, N. A. 0.02% No change 2,032 $217K
Fairfield, Bush & Co. 0.13% No change 2,030 $216K
Ritholtz Wealth Management 0.01% Reduce -11.7% 2,029 $216K
Rock Point Advisors, LLC 0.06% New 2,002 $213K
Northstar Asset Management Inc. 0.06% No change 2,000 $213K
Archer Investment Corp 0.06% Add +57.0% 1,993 $212K
Camelot Technology Advisors, Inc. 0.19% Reduce -21.2% 1,990 $212K
Bard Associates Inc. 0.07% New 1,980 $211K
Principle Wealth Partners LLC 0.01% No change 1,978 $211K
Bingham Private Wealth, LLC 0.22% — 1,971 $210K
Coastline Trust Co 0.02% Add +3.9% 1,971 $210K
Proficio Capital Partners LLC 0.02% No change 1,970 $210K
Kaufman Rossin Wealth, LLC 0.22% — 1,962 $209K
Indiana Trust & Investment Management Co 0.07% No change 1,960 $209K
Nvwm, LLC 0.05% Reduce -2.5% 1,950 $208K
W.H. Cornerstone Investments Inc. 0.14% Add +2.5% 1,948 $208K
Clarity Wealth Development LLC 0.22% — 1,918 $207K
Buckhead Capital Management LLC 0.07% No change 1,938 $206K
WealthShield Partners, LLC 0.03% Reduce -14.0% 1,916 $204K
WealthBridge Capital Management, LLC 0.06% Reduce -12.6% 1,905 $203K
Wernau Asset Management Inc. 0.20% — 1,904 $203K
Ofc Financial Planning, LLC 0.21% — 1,900 $202K
Texas Yale Capital Corp. 0.01% No change 1,900 $202K
Certified Advisory Corp 0.02% Add +0.3% 1,893 $202K
Sunbelt Securities, Inc. 0.02% Reduce -78.3% 1,890 $202K
Private Trust Co. NA 0.02% Reduce -55.2% 1,892 $202K
Powell Investment Advisors, LLC 0.09% No change 1,890 $201K
Black Diamond Financial, LLC 0.03% Add +1.4% 1,885 $201K
Summit Financial Strategies, Inc. 0.02% New 1,884 $201K
LifeGuide Financial Advisors, LLC 0.09% New 1,881 $200K
Viewpoint Capital Management LLC 0.10% No change 1,850 $197K
Pinnacle Holdings, LLC 0.08% Reduce -0.6% 1,830 $195K
Red Tortoise LLC 0.10% Add +0.5% 1,802 $192K
SOA Wealth Advisors, LLC. 0.04% Reduce -7.7% 1,788 $190K
TCTC Holdings, LLC 0.01% Add +3.0% 1,720 $183K
Matrix Trust Co 0.03% Reduce -40.7% 1,711 $182K
Icon Wealth Advisors, LLC 0.01% Reduce -0.5% 1,629 $174K
Ameriflex Group, Inc. 0.08% — 1,576 $170K
Medallion Wealth Advisors, LLC 0.08% — 1,495 $163K
AlphaMark Advisors, LLC 0.07% Reduce -24.4% 1,475 $157K
Vermillion & White Wealth Management Group, LLC 0.12% Add +1.1% 1,473 $157K
Kings Path Partners LLC 0.07% Reduce -17.6% 1,463 $156K
C M Bidwell & Associates Ltd. 0.08% Add +0.1% 1,293 $138K
EverSource Wealth Advisors, LLC 0.01% Reduce -16.9% 1,292 $138K
Rialto Wealth Management, LLC 0.04% — 1,249 $133K
Armstrong Advisory Group, Inc. 0.01% Reduce -6.7% 1,239 $132K
Westside Investment Management, Inc. 0.03% Reduce -4.0% 1,186 $126K
Park Square Financial Group, LLC 0.09% — 1,178 $126K
Mather Group, Llc. 0.00% Reduce -41.0% 1,172 $125K
Aptus Capital Advisors, LLC 0.00% Reduce -7.9% 1,158 $123K
Tidemark, LLC 0.05% Reduce -19.3% 1,155 $123K
Pension & Wealth Management Advisors, Inc. 0.05% New 1,143 $122K
Salem Investment Counselors Inc. 0.00% Add +0.8% 1,094 $117K
Barrett & Company, Inc. 0.05% Reduce -11.1% 1,088 $116K
2UniFi Bank 0.08% — 1,082 $115K
Creative Financial Designs Inc. 0.01% Reduce -69.7% 1,041 $111K
Hills Bank & Trust Co 0.01% Add +1.4% 1,029 $110K
Evelyn Partners Investment Management Services Ltd 0.02% — 1,000 $107K
Geneos Wealth Management Inc. 0.00% Reduce -2.7% 994 $106K
Compass Wealth Management LLC 0.02% No change 950 $101K
Carolinas Wealth Consulting LLC 0.02% Add +0.5% 929 $99K
UMB Bank, n.a. 0.00% Reduce -68.6% 920 $98K
Hemington Wealth Management 0.02% Add +0.3% 920 $98K
Crewe Advisors LLC 0.01% Reduce -2.8% 902 $96K
Eagle Bay Advisors LLC 0.06% New 900 $96K
Murphy & Mullick Capital Management Corp 0.09% — 887 $95K
Pinney & Scofield, Inc. 0.07% — 878 $94K
NBT Bank, N.A. 0.01% Reduce -71.8% 867 $92K
Consultiva Wealth Management, Corp. 0.46% New 853 $91K
Founders Capital Management 0.06% No change 843 $90K
Financial Gravity Companies, Inc. 0.02% Add +75.7% 817 $87K
Beacon Capital Management, LLC 0.01% Reduce -4.1% 799 $85K
Cornerstone Planning Group LLC 0.02% Reduce -3.4% 773 $83K
ESL Trust Services, LLC 0.02% No change 775 $83K
Centricity Wealth Management, LLC 0.08% — 770 $82K
Ballast Advisors LLC 0.03% Reduce -27.9% 766 $82K
Hexagon Capital Partners LLC 0.01% Reduce -16.1% 749 $80K
Founders Financial Alliance, LLC 0.02% Add +0.1% 710 $76K
Key Financial Inc 0.02% No change 691 $74K
Howe & Rusling Inc. 0.01% Add +0.5% 668 $71K
Breakwater Investment Management 0.03% No change 654 $70K
Venturi Wealth Management, LLC 0.00% Reduce -22.3% 648 $69K
Headlands Technologies LLC 0.01% New 644 $69K
Front Row Advisors LLC 0.02% Reduce -4.6% 643 $68K
Van Hulzen Asset Management, LLC 0.00% New 612 $65K
Raffa Wealth Management, LLC 0.01% Add +0.5% 600 $64K
Physician Wealth Advisors, Inc. 0.01% New 591 $63K
Cassady Schiller Wealth Management, LLC 0.02% No change 573 $61K
Banque Transatlantique SA 0.00% — 571 $61K
Register Financial Advisors LLC 0.03% No change 565 $60K
Templeton & Phillips Capital Management, LLC 0.05% No change 561 $60K
Dogwood Wealth Management LLC 0.03% Add +0.2% 556 $59K
Washington Trust Advisors, Inc. 0.00% New 536 $57K
Ransom Advisory, Ltd 0.03% Add +0.6% 536 $57K
Elevate Wealth Advisory, Inc. 0.04% No change 516 $55K
Private Capital Management LLC 0.01% Add +0.4% 515 $55K
Clean Yield Group 0.02% No change 500 $53K
Oarsman Capital, Inc. 0.01% No change 500 $53K
GPS Wealth Strategies Group, LLC 0.01% Add +26.0% 484 $52K
Raleigh Capital Management Inc. 0.02% No change 472 $50K
Gen-Wealth Partners Inc 0.02% Add +2.5% 460 $49K
Runnymede Capital Advisors, Inc. 0.04% — 445 $47K
Rothschild Investment LLC 0.00% No change 444 $47K
Bfsg, LLC 0.01% Reduce -9.6% 442 $47K
Richard W. Paul & Associates, LLC 0.02% Reduce -0.7% 439 $47K
Kestra Investment Management, LLC 0.00% New 423 $45K
Element Wealth, LLC 0.02% Reduce -6.0% 419 $45K
Transcendent Capital Group LLC 0.02% Reduce -31.7% 415 $44K
Strategic Investment Solutions, Inc. 0.01% Add +0.3% 405 $43K
Blue Trust, Inc. 0.00% Reduce -96.5% 385 $41K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -45.4% 377 $40K
Measured Risk Portfolios, Inc. 0.04% — 371 $40K
Y.D. More Investments Ltd 0.00% No change 370 $39K
Hall Laurie J Trustee 0.01% No change 365 $39K
Quadrant Capital Group LLC 0.00% No change 362 $39K
Red Lighthouse Investment Management, LLC 0.01% No change 352 $38K
Evelyn Partners Investment Management LLP 0.00% — 350 $37K
Eastern Bank 0.00% No change 333 $35K
Hilltop National Bank 0.01% No change 331 $35K
Bessemer Group Inc. 0.00% No change 332 $35K
Rise Advisors, LLC 0.02% Add +0.3% 320 $34K
CENTRAL TRUST Co 0.00% No change 306 $33K
Biltmore Family Office, LLC 0.01% New 300 $32K
Blue Bell Private Wealth Management, LLC 0.01% No change 292 $31K
Anchor Investment Management, LLC 0.00% Reduce -41.3% 284 $30K
Mainstream Capital Management LLC 0.02% New 282 $30K
Mascoma Wealth Management LLC 0.01% Reduce -15.1% 281 $30K
Transce3nd, LLC 0.01% — 273 $29K
Holos Integrated Wealth LLC 0.02% — 261 $28K
Laurel Wealth Advisors LLC 0.00% No change 259 $28K
HBC Financial Services, PLLC 0.02% No change 262 $27K
Luminist Capital LLC 0.05% — 252 $27K
William B. Walkup & Associates, Inc. 0.02% No change 244 $26K
Sound Income Strategies, LLC 0.00% Reduce -54.6% 243 $26K
Copia Wealth Management 0.02% — 242 $26K
Kohmann Bosshard Financial Services, LLC 0.00% New 240 $26K
Cape Investment Advisory, Inc. 0.01% Add +21.8% 240 $26K
NorthRock Partners, LLC 0.00% Reduce -72.3% 239 $25K
Bangor Savings Bank 0.00% No change 237 $25K
Oliver Lagore Vanvalin Investment Group 0.01% No change 234 $25K
Main Street Group, LTD 0.01% Add +0.4% 226 $24K
Elevation Wealth Partners, LLC 0.01% No change 224 $24K
Criterion Capital Advisors, LLC 0.01% No change 218 $23K
Advantage Trust Co 0.01% No change 205 $22K
Realta Investment Advisors 0.01% Reduce -56.9% 203 $22K
Brown, Lisle/Cummings, Inc. 0.01% No change 200 $21K
EPG Wealth Management LLC 0.01% Add +0.5% 198 $21K
Gould Capital, LLC 0.01% No change 189 $20K
Friedenthal Financial 0.01% No change 187 $20K
Piscataqua Savings Bank 0.02% No change 184 $20K
Caldwell Sutter Capital, Inc. 0.01% No change 182 $19K
Global Trust Asset Management, LLC 0.01% Reduce -13.3% 176 $19K
Stephens Consulting, LLC 0.00% Add +2087.5% 175 $19K
Fortis Group Advisors, LLC 0.00% No change 174 $19K
Bellevue Asset Management, LLC 0.01% Add +108.8% 167 $18K
Concord Wealth Partners 0.00% Reduce -56.4% 167 $18K
SJS Investment Consulting Inc. 0.00% New 164 $17K
Bare Financial Services, Inc 0.01% No change 158 $17K
WR Wealth Planners, LLC 0.01% Reduce -59.6% 157 $17K
LGT Financial Advisors LLC 0.04% Add +0.7% 154 $16K
Ruedi Wealth Management, Inc. 0.01% No change 152 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 151 $16K
Tsfg, LLC 0.00% Reduce -88.0% 146 $16K
Hantz Financial Services, Inc. 0.00% Reduce -3.2% 153 $16K
FSA Wealth Management LLC 0.01% Add +0.7% 144 $15K
Vermillion Wealth Management, Inc. 0.01% — 139 $15K
Glassman Wealth Services 0.00% No change 137 $15K
Tompkins Financial Corp. 0.00% No change 128 $14K
St Germain D J Co. Inc. 0.00% No change 125 $13K
Toth Financial Advisory Corp. 0.00% Reduce -1.7% 113 $12K
Farmers & Merchants Investments Inc. 0.00% Reduce -62.1% 113 $12K
Atala Financial Inc 0.01% — 108 $12K
Nova Wealth Management, Inc. 0.01% — 103 $11K
MTM Investment Management, LLC 0.00% No change 100 $11K
Independence Bank of Kentucky 0.00% No change 100 $11K
HM Payson & Co. 0.00% No change 100 $11K
Tucker Asset Management LLC 0.00% Reduce -50.5% 94 $10K
Missouri Trust & Investment Co 0.00% No change 92 $10K
CNB Bank 0.00% No change 90 $10K
Country Trust Bank 0.00% No change 89 $9K
O'shaughnessy Asset Management, LLC 0.00% Reduce -19.8% 89 $9K
Heck Capital Advisors, LLC 0.00% Reduce -82.7% 89 $9K
Insight Inv LLC 0.01% New 87 $9K
IAG Wealth Partners, LLC 0.00% No change 81 $9K
Lee Danner & Bass Inc. 0.00% New 78 $8K
Integrity Financial Corp 0.00% No change 76 $8K
Olistico Wealth, LLC 0.00% No change 75 $8K
BOK Financial Private Wealth, Inc. 0.00% Reduce -94.6% 74 $8K
one8zero8, LLC 0.00% — 73 $8K
FPC Investment Advisory, Inc. 0.01% New 67 $7K
Sugarloaf Wealth Management, LLC 0.00% New 64 $7K
High Note Wealth, LLC 0.00% New 63 $7K
Golden State Wealth Management, LLC 0.00% — 60 $6K
FSC Wealth Advisors, LLC 0.00% No change 55 $6K
Cedar Mountain Advisors, LLC 0.00% No change 55 $6K
Graney & King, LLC 0.00% — 52 $6K
Colonial Trust Advisors 0.00% No change 50 $5K
Rosenberg Matthew Hamilton 0.00% Reduce -98.3% 49 $5K
Robinswood Financial LLC 0.00% Reduce -95.4% 46 $5K
Bank of New Hampshire 0.00% No change 46 $5K
Caitlin John, LLC 0.00% No change 45 $5K
Truvestments Capital LLC 0.00% No change 40 $4K
Financial Perspectives, Inc 0.00% No change 36 $4K
Nemes Rush Group LLC 0.00% No change 36 $4K
Creekmur Asset Management LLC 0.00% Reduce -18.4% 31 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 30 $3K
Promus Capital, LLC 0.00% — 29 $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
Rakuten Securities, Inc. 0.00% Add +100.0% 20 $2K
Whittier Trust Co. 0.00% No change 20 $2K
Darwin Wealth Management, LLC 0.00% No change 19 $2K
Towne Trust Company, N.A 0.00% New 18 $2K
Granite Investment Partners, LLC 0.00% No change 18 $2K
REAP Financial Group, LLC 0.00% No change 17 $2K
Salomon & Ludwin, LLC 0.00% No change 17 $2K
New Wave Wealth Advisors LLC 0.00% New 17 $2K
Atlas Capital Advisors Inc. 0.00% Reduce -74.1% 15 $2K
Global Financial Private Client, LLC 0.00% No change 14 $1K
PSI Advisors, LLC 0.00% New 14 $1K
Prudent Man Investment Management, Inc. 0.00% — 13 $1K
Brown Brothers Harriman & Co. 0.00% Reduce -90.1% 11 $1K
Harbor Investment Advisory, LLC 0.00% Reduce -99.4% 10 $1K
Retirement Wealth Solutions LLC 0.00% — 10 $1K
Global Wealth Strategies & Associates 0.00% No change 9 $959
New Millennium Group LLC 0.00% New 8 $852
Princeton Global Asset Management LLC 0.00% No change 7 $746
Bellwether Advisors, LLC 0.00% New 7 $746
FAS Wealth Partners, Inc. 0.00% No change 7 $731
Kiker Wealth Management, LLC 0.00% — 5 $533
PayPay Securities Corp 0.01% Add +200.0% 3 $320
Cherry Tree Wealth Management, LLC 0.00% No change 3 $320
Stonebridge Financial Group, LLC 0.00% — 2 $221
Endeavor Private Wealth, Inc. 0.00% — 1 $129
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.