iShares Tips Bond ETFTIPETF
13F holders, Q3 2025 (September 30)964holders −14
58new positions
62sold out
5famous investors
$111.35avg. 13F price*
At the end of Q3 2025, 964 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings, down 14 from Q2 2025. 58 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($1.9B), FMR LLC ($601.1M) and Morgan Stanley ($482.5M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $134.7M |
| Exits | 62 | $43.1M |
All 13F filers, Q2 2025 → Q3 2025: 10,581,827 shares bought and 7,372,652 shares sold, net +3,209,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 964 holders
| Bank of America Corp. | 0.14% | Add +32.3% | 17,155,565 | $1.9B |
| FMR LLC | 0.03% | Reduce -14.6% | 5,404,872 | $601.1M |
| Morgan Stanley | 0.03% | Add +4.9% | 4,337,930 | $482.5M |
| BlackRock, Inc. | 0.00% | Add +4.5% | 2,360,224 | $262.5M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -9.5% | 1,974,538 | $219.6M |
| UBS Group AG | 0.04% | Add +9.6% | 1,795,249 | $199.7M |
| Sumitomo Life Insurance Co. | 5.08% | Add +44.3% | 1,471,634 | $163.7M |
| Assetmark, Inc. | 0.31% | Reduce -0.3% | 1,300,488 | $144.6M |
| LPL Financial LLC | 0.04% | Add +12.3% | 1,283,227 | $142.7M |
| FIL Ltd | 0.11% | Reduce -1.4% | 1,238,789 | $137.8M |
| Pictet Asset Management Holding SA | 0.13% | Add +90.0% | 1,237,400 | $137.7M |
| Royal Bank of Canada | 0.02% | Add +88.5% | 1,213,350 | $134.9M |
| Wells Fargo & Company | 0.03% | Add +5.1% | 1,164,889 | $129.6M |
| JPMorgan Chase & Co. | 0.01% | Add +12.2% | 1,155,546 | $128.5M |
| Evoke Wealth, LLC | 2.41% | Reduce -2.3% | 1,037,516 | $115.4M |
| Man Group plc | 0.22% | Add +19.3% | 992,340 | $110.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -28.9% | 987,444 | $109.8M |
| CI Investments Inc. | 0.39% | Reduce -15.5% | 958,060 | $106.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -25.1% | 730,884 | $81.3M |
| WealthNavi Inc. | 0.75% | Reduce -4.9% | 727,245 | $80.9M |
| BNP Paribas Financial Markets | 0.06% | Add +615.5% | 649,189 | $72.2M |
| HSBC Holdings PLC | 0.04% | Reduce -78.7% | 619,899 | $69.0M |
| Keybank National Association | 0.24% | Add +3.4% | 616,754 | $68.6M |
| Martin & Co. Inc. | 12.07% | Add +2.4% | 610,055 | $67.9M |
| Partners Capital Investment Group, LLP | 2.53% | Add +8.9% | 571,851 | $63.6M |
| Osaic Holdings, Inc. | 0.09% | Add +14.4% | 549,491 | $61.1M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -7.3% | 508,104 | $56.5M |
| Bank of New York Mellon Corp | 0.01% | Add +15.8% | 454,691 | $50.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +1.4% | 450,844 | $50.1M |
| Baldwin Wealth Partners LLC | 3.21% | Reduce -3.0% | 443,375 | $49.3M |
| Dynasty Wealth Management, LLC | 0.65% | Add +7.9% | 440,105 | $48.9M |
| Quotient Wealth Partners, LLC | 1.31% | Add +4.7% | 428,562 | $47.7M |
| Cetera Investment Advisers | 0.05% | Add +29.4% | 413,145 | $46.0M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +8.0% | 404,942 | $45.0M |
| Marshall Wace, LLP | 0.05% | Add +3.0% | 399,245 | $44.4M |
| Federation des caisses Desjardins du Quebec | 0.17% | Reduce -0.7% | 387,323 | $43.1M |
| One Capital Management, LLC | 1.32% | Add +8.6% | 371,868 | $41.4M |
| Stifel Financial Corp. | 0.04% | Add +10.1% | 366,213 | $40.7M |
| Two Sigma Investments, LP | 0.07% | Reduce -36.5% | 362,700 | $40.3M |
| Viewpoint Investment Partners Corp. | 19.15% | No change | 318,500 | $35.0M |
| Arbor Investment Advisors, LLC | 4.44% | Reduce -0.0% | 314,320 | $35.0M |
| Rock Creek Group LLC | 3.46% | Add +18.6% | 296,008 | $32.9M |
| TD Waterhouse Canada Inc. | 0.21% | Add +10.1% | 288,771 | $32.3M |
| Kwmg, LLC | 2.74% | Add +2.8% | 281,536 | $31.3M |
| HighTower Advisors, LLC | 0.03% | Add +0.0% | 270,922 | $30.1M |
| Raymond James Financial Inc. | 0.01% | Add +10.3% | 269,223 | $29.9M |
| Rhumbline Advisers | 0.02% | Add +27.8% | 258,497 | $28.8M |
| Dakota Wealth Management | 0.58% | Reduce -7.6% | 258,238 | $28.7M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -2.3% | 249,544 | $27.8M |
| Prudential Financial Inc. | 0.03% | Reduce -2.1% | 243,726 | $27.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -13.0% | 243,333 | $27.1M |
| Prime Capital Investment Advisors, LLC | 0.34% | Add +9.4% | 242,403 | $27.0M |
| MML Investors Services, LLC | 0.07% | Reduce -8.0% | 231,021 | $25.7M |
| GenTrust, LLC | 1.13% | Add +2.1% | 224,423 | $25.0M |
| 3EDGE Asset Management, LP | 1.39% | Reduce -39.8% | 221,696 | $24.7M |
| Summit Wealth Group LLC / Co. | 2.19% | New | 227,828 | $20.6M |
| Lido Advisors, LLC | 0.08% | Add +79.0% | 183,231 | $20.4M |
| Ethos Financial Group, LLC | 1.55% | Add +0.2% | 176,822 | $19.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5.7% | 171,382 | $19.1M |
| DORVAL Corp | 6.31% | Add +3.5% | 171,299 | $19.1M |
| Pacific Life Fund Advisors LLC | 1.90% | Add +21.5% | 166,383 | $18.5M |
| Cypress Capital, LLC | 5.22% | Reduce -3.8% | 163,991 | $18.2M |
| Cim, LLC | 2.37% | Add +1.1% | 162,866 | $18.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +75.2% | 157,673 | $17.5M |
| Heartwood Wealth Advisors LLC | 1.62% | Add +1.9% | 156,106 | $17.4M |
| SIH Partners, LLLP | 1.46% | New | 149,682 | $16.6M |
| Arkansas Financial Group, Inc. | 2.37% | Reduce -7.3% | 144,770 | $16.1M |
| Mariner, LLC | 0.02% | Add +12.1% | 144,031 | $16.0M |
| SG Americas Securities, LLC | 0.06% | Add +42.0% | 140,996 | $15.7M |
| Strategic Investment Advisors / MI | 1.41% | Reduce -98.7% | 1,904 | $15.7M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +521.0% | 135,294 | $15.0M |
| Pure Financial Advisors, LLC | 0.24% | Add +0.2% | 134,196 | $14.9M |
| Lutz Financial Services LLC | 1.08% | Reduce -0.7% | 133,914 | $14.9M |
| West Financial Advisors, LLC | 2.46% | Add +669275.0% | 133,875 | $14.9M |
| RTD Financial Advisors, Inc. | 1.74% | Add +2.0% | 130,225 | $14.5M |
| Horizon Investments, LLC | 0.19% | Add +2.9% | 130,533 | $14.4M |
| Truist Financial Corp. | 0.02% | Reduce -0.4% | 125,035 | $13.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | New | 125,000 | $13.9M |
| Meridian Management Co. | 3.70% | Add +6.8% | 124,190 | $13.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +58.4% | 119,696 | $13.3M |
| Cwm, LLC | 0.04% | Add +119.0% | 116,840 | $13.0M |
| Independence Financial Advisors, LLC | 3.87% | Add +4.5% | 114,232 | $12.7M |
| Buck Wealth Strategies, LLC | 1.65% | Reduce -5.8% | 108,480 | $12.1M |
| Sanctuary Advisors, LLC | 0.07% | Add +25.9% | 108,106 | $12.0M |
| NorthCoast Asset Management LLC | 0.05% | Add +20.9% | 107,854 | $12.0M |
| Fischer Financial Services, Inc. | 3.22% | Add +1.5% | 107,606 | $12.0M |
| Twin Focus Capital Partners, LLC | 1.52% | Reduce -0.2% | 107,419 | $11.9M |
| Ted Buchan & Co | 4.67% | Add +1.6% | 107,176 | $11.9M |
| Net Worth Advisory Group | 3.38% | Reduce -4.5% | 105,010 | $11.7M |
| Tidal Investments LLC | 0.05% | Add +107.2% | 105,056 | $11.6M |
| BlueSky Wealth Advisors, LLC | 1.55% | Reduce -4.8% | 103,524 | $11.5M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.4% | 100,555 | $11.2M |
| Dai-ichi Life Holdings, Inc. | 10.74% | Add +34.2% | 100,053 | $11.1M |
| Equitable Holdings, Inc. | 0.08% | Add +11.5% | 100,072 | $11.1M |
| Verger Capital Management LLC | 3.60% | Reduce -0.1% | 99,836 | $11.1M |
| Estate Counselors, LLC | 0.92% | New | 96,745 | $10.8M |
| Redhawk Wealth Advisors, Inc. | 1.24% | New | 95,814 | $10.7M |
| Focus Partners Wealth | 0.02% | Reduce -2.2% | 95,233 | $10.6M |
| Citigroup Inc. | 0.01% | Add +8.0% | 95,230 | $10.6M |
| Creative Planning | 0.01% | Reduce -1.3% | 95,052 | $10.6M |
| Shilanski & Associates, Inc. | 2.78% | Add +5.6% | 94,206 | $10.5M |
| Dark Forest Capital Management LP | 0.38% | No change | 91,743 | $10.2M |
| White Pine Investment CO | 2.41% | Add +6.7% | 91,408 | $10.2M |
| Wealth Forward, LLC | 5.90% | Reduce -12.1% | 91,391 | $10.2M |
| Bokf, NA | 0.15% | Add +0.1% | 90,972 | $10.1M |
| Readystate Asset Management LP | 0.98% | New | 90,000 | $10.0M |
| Tme Financial, Inc. | 7.11% | Add +4.5% | 85,296 | $9.5M |
| Guggenheim Capital LLC | 0.07% | Reduce -4.8% | 84,202 | $9.4M |
| First National Bank & Trust Co. of Newtown | 1.77% | Reduce -2.0% | 84,044 | $9.3M |
| Private Advisor Group, LLC | 0.05% | Add +99.8% | 83,787 | $9.3M |
| Fulton Breakefield Broenniman LLC | 0.58% | Reduce -3.3% | 80,377 | $8.9M |
| Charles Schwab Trust Co | 0.60% | Reduce -2.3% | 79,394 | $8.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -4.9% | 77,533 | $8.6M |
| Asset Management Group, Inc. | 1.37% | Reduce -0.1% | 75,069 | $8.3M |
| Tower Research Capital LLC (TRC) | 0.23% | New | 74,517 | $8.3M |
| Global Endowment Management, LP | 1.04% | Add +14.1% | 74,381 | $8.3M |
| Archer Investment Management, LLC | 4.99% | New | 73,104 | $8.1M |
| Camden National Bank | 1.13% | Add +6.2% | 72,622 | $8.1M |
| Spire Wealth Management | 0.27% | Reduce -1.4% | 71,976 | $8.0M |
| Guardian Partners Inc. | 0.66% | No change | 70,616 | $7.9M |
| Baird Financial Group, Inc. | 0.01% | Add +35.1% | 70,430 | $7.8M |
| Frontier Asset Management, LLC | 1.94% | Reduce -5.6% | 69,972 | $7.8M |
| Stablepoint Partners, LLC | 1.23% | Add +7.0% | 69,746 | $7.8M |
| Principal Securities, Inc. | 0.13% | Add +5.5% | 69,547 | $7.7M |
| One Wealth Map LLC | 4.06% | Reduce -5.0% | 68,895 | $7.6M |
| Easterly Investment Partners LLC | 0.51% | No change | 68,080 | $7.6M |
| Blair William & Co. | 0.02% | Add +1.5% | 67,691 | $7.5M |
| Mackenzie Financial Corp. | 0.01% | Add +10.7% | 66,500 | $7.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -1.3% | 63,532 | $7.1M |
| Rathbones Group PLC | 0.03% | Reduce -12.0% | 63,374 | $7.0M |
| Ssa Swiss Advisors AG | 3.21% | Add +0.3% | 62,215 | $6.9M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -0.1% | 61,647 | $6.9M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +19.2% | 61,521 | $6.8M |
| Full Sail Capital, LLC | 0.37% | Reduce -3.2% | 60,763 | $6.8M |
| Cambridge Associates LLC /Ma/ | 0.12% | Add +233.5% | 59,496 | $6.6M |
| Fairview Capital Investment Management, LLC | 0.33% | Reduce -1.4% | 59,189 | $6.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.12% | Add +16.3% | 59,115 | $6.6M |
| Stelac Advisory Services LLC | 2.26% | Add +8.3% | 58,706 | $6.5M |
| Sterling Investment Advisors LLC | 3.22% | Add +12.9% | 58,448 | $6.5M |
| Slow Capital, Inc. | 0.76% | Add +12.2% | 58,139 | $6.5M |
| Forefront Wealth Partners, LLC | 1.62% | New | 58,015 | $6.5M |
| Rwa Wealth Partners, LLC | 0.07% | Add +2924.5% | 57,889 | $6.4M |
| Horizons Wealth Management | 4.27% | Add +2.8% | 55,954 | $6.2M |
| Connable Office Inc. | 0.57% | Add +0.7% | 55,398 | $6.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -83.5% | 55,205 | $6.1M |
| Insight Wealth Partners, LLC | 2.68% | Add +16.7% | 54,443 | $6.1M |
| Axos Invest Inc. | 4.43% | Reduce -4.9% | 53,163 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -18.2% | 52,899 | $5.9M |
| Rather & Kittrell, Inc. | 1.03% | Reduce -2.5% | 52,711 | $5.9M |
| Renaissance Technologies | 0.01% | Reduce -29.9% | 52,700 | $5.9M |
| Sound Stewardship, LLC | 2.80% | Add +3.4% | 52,501 | $5.8M |
| Curbstone Financial Management Corp | 1.12% | Reduce -0.4% | 52,304 | $5.8M |
| Financial & Tax Architects, LLC | 1.28% | Reduce -8.3% | 52,170 | $5.8M |
| Brightwater Advisory LLC | 3.93% | Reduce -1.0% | 51,505 | $5.7M |
| Crabel Capital Management, LLC | 5.09% | Reduce -37.0% | 51,155 | $5.7M |
| Parallel Advisors, LLC | 0.10% | Reduce -3.8% | 51,046 | $5.7M |
| Patten Group, Inc. | 1.10% | Add +123.1% | 50,678 | $5.6M |
| Wealthspire Retirement, LLC | 0.36% | Add +35.5% | 50,483 | $5.6M |
| Edgestream Partners, L.P. | 0.16% | Add +121.3% | 50,205 | $5.6M |
| Capitolis Liquid Global Markets LLC | 0.04% | No change | 50,000 | $5.6M |
| Hillcrest Wealth Advisors - NY, LLC | 2.50% | Reduce -5.9% | 49,960 | $5.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.06% | Add +6.1% | 49,926 | $5.5M |
| Lodestar Private Asset Management LLC | 0.57% | Add +15.8% | 48,927 | $5.4M |
| Mustico Financial Group, Inc. | 5.37% | Add +8.1% | 52,189 | $5.3M |
| Cerity Partners LLC | 0.01% | Reduce -11.8% | 47,636 | $5.3M |
| Cranbrook Wealth Management, LLC | 1.06% | Add +0.5% | 47,614 | $5.3M |
| Fermata Advisors, LLC | 1.33% | Add +16.0% | 47,115 | $5.2M |
| Sage Capital Advisors,llc | 1.22% | Add +0.0% | 46,308 | $5.2M |
| Welch & Forbes LLC | 0.06% | Add +4.1% | 46,288 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +44.9% | 45,658 | $5.1M |
| Napa Wealth Management | 2.36% | New | 45,258 | $5.0M |
| Composition Wealth, LLC | 0.07% | Reduce -4.0% | 42,723 | $4.8M |
| MRWM Advisors, LLC | 2.68% | Reduce -1.3% | 42,329 | $4.7M |
| Comerica Bank | 0.02% | Reduce -10.7% | 41,715 | $4.6M |
| Tiaa Trust, National Association | 0.01% | Add +0.0% | 41,572 | $4.6M |
| Phillips Financial Management, LLC | 0.30% | Reduce -4.9% | 41,271 | $4.6M |
| Commerce Bank | 0.03% | Reduce -2.0% | 40,953 | $4.6M |
| M&T Bank Corp | 0.02% | Reduce -5.5% | 40,649 | $4.5M |
| CoreCap Advisors, LLC | 0.16% | Reduce -27.3% | 40,227 | $4.5M |
| Turim 21 Investimentos Ltda. | 1.49% | Reduce -71.5% | 39,791 | $4.4M |
| Impact Partnership Wealth, LLC | 0.65% | Add +14.1% | 39,155 | $4.4M |
| D.A. Davidson & Co. | 0.03% | Reduce -23.9% | 38,770 | $4.3M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Add +4.9% | 38,660 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +7.1% | 38,040 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +6.7% | 37,899 | $4.2M |
| US Bancorp \de | 0.01% | Add +2.7% | 37,867 | $4.2M |
| Evergreen Capital Management LLC | 0.10% | Add +3.9% | 37,842 | $4.2M |
| Money Concepts Capital Corp. | 0.26% | Add +0.0% | 37,399 | $4.2M |
| First Trust Advisors LP | 0.00% | Reduce -49.9% | 36,785 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +17.0% | 36,526 | $4.1M |
| NewEdge Advisors, LLC | 0.02% | Add +5.4% | 35,747 | $4.0M |
| Modera Wealth Management, LLC | 0.05% | Add +0.1% | 35,711 | $4.0M |
| Stephenson & Company, Inc. | 2.28% | Add +7.3% | 35,651 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -4.1% | 35,595 | $4.0M |
| RFG Advisory, LLC | 0.08% | Add +13.1% | 34,788 | $3.9M |
| Corient Private Wealth LP | 0.01% | Reduce -12.2% | 34,433 | $3.8M |
| IFP Advisors, Inc | 0.10% | Reduce -1.8% | 34,215 | $3.8M |
| Minot DeBlois Advisors LLC | 3.45% | Add +19.0% | 34,210 | $3.8M |
| Wealth Alliance, LLC | 0.39% | New | 34,123 | $3.8M |
| Cornerstone Financial Group, LLC | 2.93% | Reduce -0.7% | 34,075 | $3.8M |
| First Horizon Corp. | 0.18% | — | 33,689 | $3.7M |
| Sequent Planning LLC | 1.06% | Reduce -69.7% | 33,678 | $3.7M |
| Transamerica Financial Advisors, LLC | 0.31% | Reduce -3.5% | 33,288 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.9% | 33,013 | $3.7M |
| Foster & Motley Inc. | 0.20% | Reduce -0.9% | 32,894 | $3.7M |
| Captrust Financial Advisors | 0.01% | Reduce -10.7% | 32,649 | $3.6M |
| Evelyn Partners Investment Management (Europe) Ltd | 1.26% | Reduce -2.7% | 32,616 | $3.6M |
| Waverly Advisors, LLC | 0.04% | Reduce -0.4% | 32,161 | $3.6M |
| Summit Financial, LLC | 0.05% | Add +0.8% | 32,118 | $3.6M |
| Sigma Planning Corp | 0.10% | Add +8.1% | 31,896 | $3.5M |
| Fortitude Family Office, LLC | 0.93% | Reduce -0.3% | 30,775 | $3.4M |
| Level Four Advisory Services, LLC | 0.12% | Add +1.9% | 30,647 | $3.4M |
| Insigneo Advisory Services, LLC | 0.24% | Reduce -1.5% | 30,626 | $3.4M |
| Adirondack Trust Co. | 1.14% | No change | 30,579 | $3.4M |
| Bragg Financial Advisors, Inc | 0.11% | Add +1.6% | 30,521 | $3.4M |
| Barclays PLC | 0.00% | Add +15.1% | 30,514 | $3.4M |
| Nwam LLC | 0.18% | Add +1.6% | 30,232 | $3.4M |
| Sykon Capital LLC | 1.11% | Reduce -10.0% | 30,006 | $3.3M |
| Modern Wealth Management, LLC | 0.07% | Reduce -12.7% | 29,959 | $3.3M |
| Rothschild Wealth LLC | 0.73% | Reduce -14.6% | 29,941 | $3.3M |
| Exencial Wealth Advisors, LLC | 0.11% | Add +1.5% | 29,677 | $3.3M |
| PKS Advisory Services, LLC | 0.76% | Reduce -7.4% | 29,510 | $3.3M |
| Sigma Investment Counselors Inc. | 0.17% | Reduce -2.3% | 29,189 | $3.2M |
| SigFig Wealth Management, LLC | 0.10% | Add +2.6% | 29,082 | $3.2M |
| Bank of Montreal | 0.00% | Add +9.2% | 28,977 | $3.2M |
| James Investment Research, Inc. | 0.34% | Reduce -3.7% | 28,271 | $3.1M |
| Samalin Investment Counsel, LLC | 1.08% | Add +10.6% | 28,099 | $3.1M |
| AMG National Trust Bank | 0.08% | Reduce -2.4% | 28,094 | $3.1M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +0.3% | 27,593 | $3.1M |
| Sage Financial Group Inc. | 0.21% | Reduce -1.3% | 27,414 | $3.0M |
| CFS Investment Advisory Services, LLC | 0.22% | Add +8.8% | 26,898 | $3.0M |
| Chicago Partners Investment Group LLC | 0.08% | Add +2.6% | 26,803 | $3.0M |
| United Services Automobile Association | 0.21% | Add +11.3% | 26,955 | $3.0M |
| MAI Capital Management | 0.02% | Add +108.6% | 26,538 | $3.0M |
| Coastal Bridge Advisors, LLC | 0.22% | Add +1.2% | 26,439 | $2.9M |
| KMG Fiduciary Partners, LLC | 0.19% | Add +6.0% | 25,838 | $2.9M |
| Calton & Associates, Inc. | 0.42% | Add +57.3% | 25,325 | $2.8M |
| Ameraudi Asset Management, Inc. | 1.70% | Reduce -5.4% | 25,308 | $2.8M |
| Scratch Capital LLC | 1.85% | No change | 25,252 | $2.8M |
| Heritage Trust Co | 0.30% | Reduce -3.3% | 25,176 | $2.8M |
| Cordant, Inc. | 1.25% | Add +6.6% | 24,959 | $2.8M |
| Private Advisory Group LLC | 0.24% | Add +14.6% | 24,951 | $2.8M |
| Cibc World Market Inc. | 0.01% | Add +2.9% | 24,883 | $2.8M |
| Lyell Wealth Management, LP | 0.20% | Add +1.9% | 24,768 | $2.8M |
| Hughes Financial Services, LLC | 0.41% | Add +5.7% | 23,223 | $2.6M |
| Mezzasalma Advisors, LLC | 0.64% | Add +370.5% | 22,526 | $2.5M |
| Retirement Capital Strategies | 0.96% | Reduce -1.2% | 22,487 | $2.5M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -4.7% | 22,447 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +2.7% | 22,259 | $2.5M |
| Ti-Trust, Inc. | 1.53% | Reduce -1.1% | 21,919 | $2.4M |
| Valpey Financial Services, LLC | 1.59% | Add +3.9% | 21,888 | $2.4M |
| Golden Bell Financial Planning LLC | 2.07% | Add +2.1% | 21,406 | $2.4M |
| Savant Capital, LLC | 0.01% | Reduce -13.9% | 21,401 | $2.4M |
| Peak Financial Management, Inc. | 0.63% | Reduce -19.4% | 21,342 | $2.4M |
| Texas Bank & Trust Co | 0.90% | Add +6.5% | 21,322 | $2.4M |
| Ascent Wealth Partners, LLC | 0.27% | Reduce -2.5% | 21,299 | $2.4M |
| Deutsche Bank AG | 0.00% | Reduce -1.9% | 20,575 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +7.8% | 19,958 | $2.2M |
| Gibraltar Capital Management, Inc. | 0.40% | Add +15.2% | 19,850 | $2.2M |
| Bull Street Advisors, LLC | 1.02% | Reduce -2.2% | 19,728 | $2.2M |
| WealthCollab, LLC | 1.01% | No change | 19,691 | $2.2M |
| Mason Investment Advisory Services, Inc. | 0.11% | Add +0.8% | 19,371 | $2.2M |
| Chesapeake Capital Corp. | 1.91% | — | 19,159 | $2.1M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -10.3% | 19,049 | $2.1M |
| Arkadios Wealth Advisors | 0.05% | Add +510.0% | 18,990 | $2.1M |
| Brookwood Investment Group LLC | 0.27% | Reduce -1.5% | 18,976 | $2.1M |
| Mgo One Seven LLC | 0.05% | Add +2.4% | 18,938 | $2.1M |
| Garner Asset Management Corp | 0.83% | Add +105.8% | 18,523 | $2.1M |
| Citadel Advisors | 0.00% | New | 18,523 | $2.1M |
| Fortune Financial Advisors, LLC | 1.55% | Add +0.4% | 18,478 | $2.1M |
| Invictus Private Wealth, LLC | 0.13% | Add +10.7% | 18,371 | $2.0M |
| Engineers Gate Manager LP | 0.02% | New | 18,108 | $2.0M |
| Independent Family Office, LLC | 0.84% | No change | 17,936 | $2.0M |
| Mutual Advisors, LLC | 0.04% | Reduce -5.0% | 17,499 | $2.0M |
| Betterment LLC | 0.00% | Add +1.1% | 17,353 | $1.9M |
| Larson Financial Group LLC | 0.07% | Reduce -10.8% | 17,309 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | No change | 17,179 | $1.9M |
| Simon Quick Advisors, LLC | 0.09% | Add +1.9% | 17,177 | $1.9M |
| WASHINGTON TRUST Co | 0.06% | Reduce -2.4% | 17,173 | $1.9M |
| Wealthedge Investment Advisors, LLC | 0.72% | Reduce -48.1% | 17,073 | $1.9M |
| Hilltop Holdings Inc. | 0.10% | Reduce -14.3% | 17,010 | $1.9M |
| Zhang Financial LLC | 0.08% | No change | 16,920 | $1.9M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -33.9% | 16,866 | $1.9M |
| Leavell Investment Management, Inc. | 0.08% | Reduce -2.6% | 16,445 | $1.8M |
| Ellis Investment Partners, LLC | 0.33% | Add +1.1% | 16,228 | $1.8M |
| Perissos Private Wealth Management, LLC | 1.31% | Add +1.6% | 16,204 | $1.8M |
| National Bank of Canada | 0.00% | Reduce -3.1% | 16,019 | $1.8M |
| Choreo, LLC | 0.02% | Reduce -2.3% | 15,964 | $1.8M |
| Cannon Financial Strategists, Inc. | 0.25% | Reduce -0.6% | 15,876 | $1.8M |
| Pure Portfolios Holdings LLC | 0.55% | Add +1.0% | 15,855 | $1.8M |
| Integrated Advisors Network LLC | 0.07% | Add +1.4% | 15,828 | $1.8M |
| Allworth Financial LP | 0.01% | Add +0.9% | 15,812 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Add +0.7% | 15,769 | $1.8M |
| Fairway Wealth LLC | 0.49% | Add +12.7% | 15,702 | $1.7M |
| Brass Tax Wealth Management, Inc. | 0.29% | Reduce -0.8% | 15,677 | $1.7M |
| PFG Investments, LLC | 0.09% | Reduce -3.1% | 15,591 | $1.7M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -9.8% | 15,592 | $1.7M |
| Archvest Wealth Advisors, Inc. | 1.52% | Add +3.0% | 15,339 | $1.7M |
| Darden Wealth Group Inc | 0.89% | Reduce -1.3% | 15,260 | $1.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.76% | New | 15,226 | $1.7M |
| City State Bank | 0.48% | Reduce -0.7% | 15,080 | $1.7M |
| Addison Capital Co | 0.49% | Add +0.1% | 15,010 | $1.7M |
| Trust Co. of Toledo NA | 0.17% | No change | 15,008 | $1.7M |
| TD Private Client Wealth LLC | 0.04% | Reduce -13.5% | 14,951 | $1.7M |
| Pflug Koory, LLC | 0.78% | Reduce -0.3% | 14,821 | $1.6M |
| AQR Capital Management | 0.00% | Add +310.1% | 14,815 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Add +5.6% | 14,777 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +13.9% | 14,730 | $1.6M |
| CPA Asset Management Group, LLC | 0.63% | No change | 14,657 | $1.6M |
| First American Trust, FSB | 0.12% | Add +6.0% | 14,628 | $1.6M |
| Spring Capital Management, LLC | 0.79% | Add +1.0% | 14,525 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -25.0% | 14,503 | $1.6M |
| Avalon Capital Management | 0.39% | Reduce -1.3% | 14,414 | $1.6M |
| Sterling Financial Planning, Inc. | 0.51% | Reduce -7.5% | 14,404 | $1.6M |
| Blue Fin Capital, Inc. | 0.25% | Reduce -0.6% | 14,383 | $1.6M |
| Biondo Investment Advisors, LLC | 0.20% | Add +5.0% | 14,379 | $1.6M |
| Fiducient Advisors LLC | 0.18% | Add +3.5% | 14,204 | $1.6M |
| American Investment Services, Inc. | 0.38% | Reduce -5.5% | 14,203 | $1.6M |
| Procyon Advisors, LLC | 0.09% | Reduce -4.9% | 13,898 | $1.5M |
| SouthState Bank Corp | 0.07% | Reduce -4.4% | 13,810 | $1.5M |
| Millennium Management | 0.00% | Add +51.7% | 13,734 | $1.5M |
| Marshall Financial Group Inc. | 0.42% | Add +11.3% | 13,627 | $1.5M |
| Brighton Jones LLC | 0.04% | Reduce -2.3% | 13,584 | $1.5M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -6.3% | 13,563 | $1.5M |
| Whalen Wealth Management Inc. | 0.88% | Add +3.8% | 13,533 | $1.5M |
| E&G Advisors, LLC | 0.35% | Reduce -1.6% | 13,523 | $1.5M |
| &partners | 0.01% | Add +74.4% | 13,389 | $1.5M |
| Madden Advisory Services, Inc. | 0.63% | Add +18.1% | 13,385 | $1.5M |
| William Howard & Co Financial Advisors Inc | 1.26% | Add +0.5% | 13,323 | $1.5M |
| Founders Financial Securities LLC | 0.10% | Reduce -6.3% | 13,238 | $1.5M |
| Harbour Investments, Inc. | 0.03% | Reduce -7.4% | 13,229 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Reduce -12.7% | 12,776 | $1.4M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Reduce -9.2% | 12,661 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.33% | Reduce -59.0% | 12,636 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -5.9% | 12,442 | $1.4M |
| Trek Financial, LLC | 0.08% | Add +7.4% | 12,427 | $1.4M |
| Avos Capital Management, LLC | 0.64% | No change | 12,276 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +5.3% | 12,209 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +9.3% | 12,208 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +21.7% | 12,156 | $1.4M |
| 180 Wealth Advisors, LLC | 0.16% | Reduce -3.3% | 12,125 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.2% | 12,104 | $1.3M |
| Legal & General Group Plc | 0.00% | Reduce -28.3% | 11,885 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +15.1% | 11,822 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +0.4% | 11,726 | $1.3M |
| Mma Asset Management LLC | 0.43% | Add +28.6% | 11,634 | $1.3M |
| Arrow Investment Advisors, LLC | 1.43% | No change | 11,631 | $1.3M |
| Grey Fox Wealth Advisors, LLC | 0.26% | Add +0.2% | 11,563 | $1.3M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -5.5% | 11,557 | $1.3M |
| Wesbanco Bank Inc. | 0.03% | Add +3.6% | 11,169 | $1.2M |
| Courier Capital LLC | 0.07% | Reduce -0.2% | 11,057 | $1.2M |
| VestGen Investment Management | 0.74% | Reduce -18.6% | 11,024 | $1.2M |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 10,990 | $1.2M |
| Milestones Private Investment Advisors LLC | 0.83% | Add +0.4% | 10,956 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -3.0% | 10,897 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -12.1% | 10,793 | $1.2M |
| My Personal CFO, LLC | 0.46% | New | 10,646 | $1.2M |
| Foundation Wealth Management, LLC\PA | 0.46% | Reduce -31.8% | 10,646 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +44.8% | 10,551 | $1.2M |
| Bearing Point Capital, LLC | 0.20% | Reduce -2.0% | 10,492 | $1.2M |
| Chemistry Wealth Management LLC | 0.22% | Add +0.0% | 10,447 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.0% | 10,413 | $1.2M |
| Arcataur Capital Management LLC | 0.34% | Reduce -1.0% | 10,399 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -17.6% | 10,381 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -0.1% | 10,365 | $1.2M |
| CWC Advisors, LLC. | 0.56% | Add +9.3% | 10,343 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.14% | Reduce -2.1% | 10,310 | $1.1M |
| BOS Asset Management, LLC | 0.32% | Add +1.0% | 10,082 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Reduce -6.8% | 10,014 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -0.6% | 9,964 | $1.1M |
| Jacobi Capital Management LLC | 0.07% | Reduce -3.8% | 9,891 | $1.1M |
| Bank of Marin | 0.77% | Reduce -1.6% | 9,799 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.09% | Reduce -0.6% | 9,758 | $1.1M |
| StoneX Group Inc. | 0.05% | Reduce -0.8% | 9,694 | $1.1M |
| Parkside Financial Bank & Trust | 0.08% | Add +14.0% | 9,680 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +6.3% | 9,651 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -24.0% | 9,575 | $1.1M |
| Sovereign Financial Group, Inc. | 0.20% | Reduce -10.4% | 9,517 | $1.1M |
| Sepio Capital, LP | 0.06% | Add +2.7% | 9,430 | $1.0M |
| Interactive Financial Advisors, Inc. | 0.57% | Reduce -3.8% | 9,425 | $1.0M |
| Fiduciary Financial Group, LLC | 0.17% | Add +0.5% | 9,409 | $1.0M |
| Synovus Financial Corp. | 0.01% | Add +2.6% | 9,408 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -28.0% | 9,326 | $1.0M |
| Performance Wealth Partners, LLC | 0.03% | Reduce -5.1% | 9,241 | $1.0M |
| National Philanthropic Trust | 0.01% | No change | 9,201 | $1.0M |
| Family Legacy Financial Solutions, LLC | 0.78% | Reduce -15.3% | 9,167 | $1.0M |
| Unique Wealth Strategies, LLC | 0.40% | Add +1.3% | 9,135 | $1.0M |
| TFB Advisors LLC | 0.30% | Add +0.6% | 9,089 | $1.0M |
| Maridea Wealth Management LLC | 0.16% | New | 9,018 | $1.0M |
| Discovery Capital Management, LLC / CT | 0.06% | Add +26.1% | 9,001 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | New | 8,988 | $1000K |
| Shayne & Jacobs, LLC | 0.31% | No change | 8,880 | $988K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -3.4% | 8,811 | $980K |
| Fox Hill Wealth Management | 0.46% | Reduce -7.0% | 8,793 | $978K |
| Thrivent Financial for Lutherans | 0.00% | Add +23.9% | 8,772 | $976K |
| Christensen, King & Associates Investment Services, Inc. | 0.42% | Reduce -3.6% | 8,701 | $968K |
| Keel Point, LLC | 0.06% | Reduce -0.3% | 8,644 | $961K |
| Fund Evaluation Group, LLC | 0.03% | Add +1.1% | 8,596 | $956K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -10.8% | 8,588 | $955K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -3.6% | 8,586 | $955K |
| Northwest Wealth Management, LLC | 0.16% | Reduce -8.4% | 8,566 | $953K |
| Note Advisors, LLC | 0.57% | Add +18.0% | 8,555 | $951K |
| Aviance Capital Partners, LLC | 0.11% | Reduce -2.1% | 8,546 | $951K |
| Apella Capital, LLC | 0.02% | Reduce -1.9% | 8,481 | $949K |
| Portside Wealth Group, LLC | 0.13% | Reduce -36.5% | 8,530 | $949K |
| Seldon Capital LP | 0.33% | No change | 8,515 | $947K |
| Palisade Asset Management, LLC | 0.09% | Reduce -0.1% | 8,470 | $942K |
| Fifth Third Bancorp | 0.00% | Reduce -3.2% | 8,411 | $935K |
| Gould Asset Management LLC | 0.17% | Add +1.1% | 8,262 | $919K |
| Sowell Financial Services LLC | 0.04% | Add +10.3% | 8,256 | $918K |
| AE Wealth Management LLC | 0.01% | Reduce -50.9% | 8,083 | $899K |
| OneAscent Financial Services LLC | 0.06% | Reduce -28.9% | 8,054 | $896K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -0.1% | 8,037 | $894K |
| FineMark National Bank & Trust | 0.03% | Add +0.2% | 7,927 | $882K |
| American Financial Advisors, LLC | 0.11% | Reduce -21.1% | 7,750 | $862K |
| Tritonpoint Wealth, LLC | 0.07% | Add +5.0% | 7,709 | $857K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -9.1% | 7,693 | $856K |
| Ascent Group, LLC | 0.03% | Add +32.7% | 7,687 | $855K |
| Capital Analysts, LLC | 0.02% | Add +1.2% | 7,628 | $849K |
| Principia Wealth Advisory, LLC | 0.61% | Add +226.3% | 7,632 | $849K |
| Chapin Davis, Inc. | 0.21% | Reduce -3.1% | 7,614 | $847K |
| Avior Wealth Management, LLC | 0.03% | Add +24.2% | 7,578 | $843K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1.24% | New | 7,500 | $834K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.4% | 7,439 | $827K |
| Daymark Wealth Partners, LLC | 0.03% | Add +6.7% | 7,411 | $824K |
| Duncker Streett & Co. Inc. | 0.14% | Reduce -2.9% | 7,379 | $821K |
| Slocum, Gordon & Co LLP | 0.65% | No change | 7,369 | $820K |
| Global Retirement Partners, LLC | 0.02% | Add +2.4% | 7,268 | $808K |
| Kelleher Financial Advisors | 0.20% | Add +44.7% | 7,220 | $803K |
| First National Trust Co | 0.03% | Add +7.2% | 7,197 | $800K |
| Fisher Asset Management | 0.00% | Add +34.2% | 7,195 | $800K |
| Northern Trust Corp. | 0.00% | Reduce -11.5% | 7,134 | $793K |
| Visionary Wealth Advisors | 0.04% | Reduce -57.8% | 7,129 | $793K |
| Klingenstein Fields & Co. LP | 0.03% | Reduce -8.3% | 7,128 | $793K |
| Wedbush Securities Inc. | 0.03% | Reduce -31.1% | 7,103 | $790K |
| Wellington Shields & Co., LLC | 0.20% | No change | 7,067 | $786K |
| GeoWealth Management, LLC | 0.03% | Reduce -1.4% | 7,052 | $784K |
| Banque Pictet & Cie SA | 0.01% | No change | 7,050 | $784K |
| Austin Asset Management Co Inc | 0.15% | Add +1.0% | 7,030 | $782K |
| Farrell Financial LLC | 0.49% | Reduce -2.6% | 7,021 | $781K |
| Atlas Brown,Inc. | 0.23% | Reduce -1.2% | 7,000 | $778K |
| Smith, Moore & Co. | 0.06% | Reduce -14.1% | 6,950 | $773K |
| DMC Group, LLC | 0.53% | No change | 6,932 | $771K |
| Chesley Taft & Associates LLC | 0.03% | No change | 6,859 | $763K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -0.9% | 6,854 | $762K |
| Cresset Asset Management, LLC | 0.00% | Add +0.5% | 6,820 | $759K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.0% | 6,807 | $757K |
| Busey Bank | 0.02% | Reduce -5.5% | 6,777 | $754K |
| Planned Solutions, Inc. | 0.26% | No change | 6,707 | $746K |
| Columbus Macro, LLC | 0.08% | Add +0.3% | 6,687 | $744K |
| Bigelow Investment Advisors, LLC | 0.30% | Reduce -13.1% | 6,682 | $743K |
| PFG Advisors | 0.03% | New | 6,670 | $742K |
| Atwater Malick LLC | 0.21% | No change | 6,573 | $731K |
| Balefire, LLC | 0.15% | Reduce -0.1% | 6,565 | $730K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -15.8% | 6,548 | $728K |
| WealthTrust Axiom LLC | 0.19% | No change | 6,500 | $723K |
| Quest 10 Wealth Builders, Inc. | 0.66% | Add +16.6% | 6,478 | $720K |
| Exit Wealth Advisors, LLC. | 0.48% | — | 6,471 | $720K |
| Summa Corp. | 0.31% | New | 6,430 | $715K |
| Westfuller Advisors, LLC | 0.33% | Reduce -2.0% | 6,428 | $715K |
| Van Strum & Towne Inc. | 0.21% | Add +30.6% | 6,405 | $712K |
| Red Wave Investments LLC | 0.22% | No change | 6,360 | $707K |
| Garde Capital, Inc. | 0.04% | Reduce -10.2% | 6,341 | $705K |
| First United Bank & Trust | 0.23% | Reduce -2.2% | 6,308 | $702K |
| Park Avenue Securities LLC | 0.01% | Reduce -9.0% | 6,305 | $701K |
| Tranquilli Financial Advisor LLC | 0.41% | Add +1.0% | 6,293 | $700K |
| Bath Savings Trust Co | 0.07% | Reduce -0.8% | 6,285 | $699K |
| Ascentis Independent Advisors | 0.12% | Add +8.6% | 6,261 | $696K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +136.1% | 6,259 | $696K |
| Inscription Capital, LLC | 0.07% | Reduce -1.9% | 6,259 | $696K |
| Fiduciary Trust Co | 0.01% | New | 6,200 | $690K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.4% | 6,192 | $689K |
| Glenview Trust Co | 0.01% | Reduce -14.1% | 6,175 | $687K |
| Canandaigua National Bank & Trust Co. | 0.06% | Reduce -0.7% | 6,171 | $686K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +9.1% | 6,146 | $684K |
| Belvedere Trading LLC | 0.05% | New | 6,140 | $683K |
| Awm Capital, LLC | 0.06% | Reduce -3.8% | 6,137 | $683K |
| Regions Financial Corp. | 0.00% | Add +3.8% | 6,125 | $681K |
| Tiemann Investment Advisors, LLC | 0.26% | No change | 6,095 | $678K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +214.0% | 6,092 | $678K |
| Naples Global Advisors, LLC | 0.05% | Add +36.9% | 6,079 | $676K |
| Benjamin Edwards Inc. | 0.01% | New | 6,054 | $673K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -12.3% | 6,030 | $671K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -11.5% | 5,975 | $665K |
| Johnson Financial Group, LLC | 0.06% | No change | 5,906 | $657K |
| Mission Creek Capital Partners, Inc. | 0.13% | Add +0.2% | 5,873 | $653K |
| Summitry LLC | 0.03% | No change | 5,805 | $646K |
| J2 Capital Management Inc | 0.48% | New | 5,794 | $644K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -1.9% | 5,779 | $643K |
| Rik Saylor Financial, Inc. | 0.47% | Reduce -6.2% | 5,772 | $642K |
| Florin Court Capital LLP | 0.50% | No change | 5,700 | $634K |
| DecisionMap Wealth Management, LLC | 0.41% | Add +3.1% | 5,699 | $634K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +35.5% | 5,688 | $633K |
| Faithward Advisors, LLC | 0.09% | Reduce -2.8% | 5,630 | $626K |
| Carr Financial Group Corp | 0.17% | New | 5,583 | $621K |
| Stone Summit Wealth LLC | 0.18% | Reduce -76.4% | 5,563 | $619K |
| Caldwell Trust Co | 0.06% | Reduce -8.7% | 5,540 | $616K |
| Regal Investment Advisors LLC | 0.04% | Add +0.9% | 5,501 | $612K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +400.0% | 5,500 | $612K |
| Summit Wealth Group, LLC | 0.15% | Reduce -4.7% | 5,498 | $611K |
| First National Corp. /Ma/ | 0.12% | Add +2.0% | 5,489 | $610K |
| AllSquare Wealth Management LLC | 0.32% | No change | 5,479 | $609K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | Add +0.3% | 5,437 | $605K |
| Charter Capital Management, LLC\DE | 0.32% | Add +18.4% | 5,376 | $598K |
| FC Advisory LLC | 0.17% | Reduce -5.1% | 5,305 | $590K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.1% | 5,278 | $587K |
| Consolidated Portfolio Review Corp | 0.07% | Add +2.3% | 5,204 | $579K |
| Baldwin Investment Management, LLC | 0.07% | No change | 5,200 | $578K |
| Single Point Partners, LLC | 0.12% | No change | 5,194 | $578K |
| Flputnam Investment Management Co. | 0.01% | Reduce -7.6% | 5,179 | $576K |
| Hardin Capital Partners, LLC | 0.31% | Reduce -1.4% | 5,179 | $576K |
| Gibson Capital, LLC | 0.11% | Reduce -2.3% | 5,168 | $575K |
| Trust Co. of Vermont | 0.02% | Reduce -1.0% | 5,136 | $571K |
| Citizens & Northern Corp. | 0.14% | No change | 5,134 | $571K |
| Tilia Fiduciary Partners, Inc. | 0.33% | Reduce -8.9% | 5,122 | $570K |
| Glen Eagle Advisors, LLC | 0.08% | Add +16.1% | 5,116 | $569K |
| Banco Santander, S.A. | 0.01% | No change | 5,098 | $567K |
| Itau Unibanco Holding S.A. | 0.02% | Reduce -34.7% | 5,088 | $566K |
| BCS Private Wealth Management, Inc. | 0.20% | Reduce -2.8% | 5,070 | $564K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | No change | 5,070 | $564K |
| TRUE Private Wealth Advisors | 0.06% | Reduce -16.3% | 4,997 | $556K |
| Private Harbour Investment Management & Counsel, LLC | 0.57% | Reduce -8.3% | 4,955 | $551K |
| IHT Wealth Management, LLC | 0.01% | Reduce -38.9% | 4,932 | $549K |
| Clearstead Advisors, LLC | 0.01% | Add +14.2% | 4,917 | $547K |
| Ancora Advisors LLC | 0.01% | Reduce -3.7% | 4,871 | $542K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -10.7% | 4,869 | $542K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -10.4% | 4,803 | $533K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -99.5% | 4,783 | $532K |
| Corepath Wealth Partners LLC | 0.39% | Reduce -11.3% | 4,789 | $531K |
| Gill Capital Partners, LLC | 0.16% | Reduce -34.2% | 4,761 | $530K |
| Apexium Financial, LP | 0.03% | Reduce -1.1% | 4,717 | $525K |
| Oder Investment Management, LLC | 0.38% | Reduce -7.4% | 4,713 | $524K |
| Clarity Financial LLC | 0.05% | Add +11.4% | 4,700 | $523K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -10.6% | 4,684 | $521K |
| Virtue Asset Management LLC | 0.44% | — | 4,666 | $519K |
| Kovack Advisors, Inc. | 0.05% | Reduce -50.9% | 4,645 | $517K |
| Focus Financial Network, Inc. | 0.02% | Reduce -4.4% | 4,623 | $514K |
| Stephens Inc. | 0.01% | Add +4.5% | 4,610 | $513K |
| Syntax Research, Inc. | 0.33% | Add +1.0% | 4,582 | $510K |
| Verus Capital Partners, LLC | 0.04% | Reduce -14.8% | 4,578 | $509K |
| Councilor Wealth, LLC | 0.24% | Add +0.9% | 4,573 | $509K |
| Dorsey Wright & Associates | 0.11% | Reduce -9.4% | 4,558 | $507K |
| Grandview Asset Management LLC | 0.14% | Reduce -4.4% | 4,528 | $504K |
| Ballentine Partners, LLC | 0.01% | No change | 4,521 | $503K |
| Jeppson Wealth Management, LLC | 0.16% | Add +0.9% | 4,484 | $499K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.1% | 4,478 | $498K |
| Flaharty Asset Management, LLC | 0.06% | No change | 4,466 | $497K |
| FSA Investment Group, LLC | 0.31% | Reduce -2.1% | 4,448 | $495K |
| Courage Miller Partners, LLC | 0.15% | No change | 4,429 | $493K |
| Signet Financial Management, LLC | 0.06% | Reduce -9.6% | 4,421 | $492K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -41.8% | 4,371 | $486K |
| Parker Financial LLC | 0.20% | Reduce -2.4% | 4,367 | $486K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -78.6% | 4,326 | $481K |
| 10Elms LLP | 0.49% | Add +11.1% | 4,296 | $478K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.4% | 4,294 | $478K |
| Aspiriant, LLC | 0.01% | Add +0.9% | 4,278 | $476K |
| Upper Left Wealth Management, LLC | 0.30% | Reduce -1.7% | 4,271 | $475K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +44.0% | 4,264 | $474K |
| Middleton & Co. Inc. | 0.05% | No change | 4,244 | $472K |
| Headlands Technologies LLC | 0.04% | New | 4,220 | $469K |
| American Trust | 0.04% | Reduce -6.7% | 4,198 | $467K |
| Prudent Man Advisors, LLC | 0.17% | No change | 4,197 | $467K |
| Invesco Ltd. | 0.00% | Add +0.4% | 4,186 | $466K |
| Personal Cfo Solutions, LLC | 0.08% | Add +4.2% | 4,175 | $464K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.8% | 4,159 | $463K |
| Townsquare Capital LLC | 0.07% | Reduce -51.9% | 4,151 | $462K |
| Smithbridge Asset Management Inc. | 0.07% | New | 4,120 | $458K |
| NorthLanding Financial Partners, LLC | 0.38% | Add +1.0% | 4,088 | $455K |
| Smith Thornton Advisors LLC | 0.24% | No change | 4,055 | $451K |
| JMG Financial Group, Ltd. | 0.01% | Add +5.1% | 4,029 | $448K |
| Nvwm, LLC | 0.10% | Add +115.9% | 4,015 | $447K |
| Market Street Wealth Management Advisors LLC | 0.07% | No change | 4,007 | $446K |
| Eq Wealth Advisors, LLC | 0.29% | No change | 4,004 | $445K |
| Institute for Wealth Management, LLC. | 0.05% | Add +98.3% | 3,979 | $443K |
| Auour Investments LLC | 0.14% | Reduce -1.4% | 3,958 | $440K |
| Capstone Wealth Management Group LLC | 0.28% | New | 3,889 | $433K |
| FSM Wealth Advisors, LLC | 0.06% | Reduce -0.3% | 3,831 | $426K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -31.1% | 3,763 | $419K |
| Journey Advisory Group, LLC | 0.03% | Reduce -1.3% | 3,762 | $418K |
| Silverlake Wealth Management LLC | 0.10% | Add +0.1% | 3,711 | $413K |
| Moors & Cabot, Inc. | 0.02% | Reduce -0.6% | 3,700 | $412K |
| Hardy Reed LLC | 0.03% | Reduce -5.8% | 3,699 | $411K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.7% | 3,697 | $411K |
| Evanson Asset Management, LLC | 0.02% | Add +0.2% | 3,694 | $411K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -0.7% | 3,691 | $410K |
| CLG LLC | 0.11% | Add +0.1% | 3,675 | $409K |
| WFA of San Diego, LLC | 0.28% | No change | 3,659 | $407K |
| SageView Advisory Group, LLC | 0.01% | Add +0.5% | 3,652 | $406K |
| Capital Wealth Alliance, LLC | 0.20% | New | 3,639 | $405K |
| Pekin Hardy Strauss, Inc. | 0.04% | Reduce -13.3% | 3,596 | $400K |
| Prentiss Smith & Co. Inc. | 0.22% | No change | 3,570 | $397K |
| Evelyn Partners Asset Management Ltd | 0.09% | Reduce -14.4% | 3,567 | $397K |
| Successful Portfolios LLC | 0.23% | Add +28.9% | 3,566 | $397K |
| Valued Retirements, Inc. | 0.45% | No change | 3,585 | $394K |
| HB Wealth Management, LLC | 0.00% | Reduce -3.7% | 3,534 | $393K |
| TCFG Wealth Management, LLC | 0.15% | Reduce -2.9% | 3,534 | $393K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -7.7% | 3,521 | $392K |
| Abich Financial Wealth Management LLC | 0.14% | — | 3,496 | $389K |
| Cascade Financial Partners, LLC | 0.04% | No change | 3,491 | $388K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -62.5% | 3,468 | $386K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -26.1% | 3,465 | $385K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +1.4% | 3,464 | $385K |
| Pinnacle Financial Group, LLC / IL | 0.12% | Reduce -7.3% | 3,438 | $382K |
| Flagstar Securities, Inc. | 0.12% | Reduce -39.2% | 3,435 | $382K |
| Matrix Trust Co | 0.06% | Reduce -17.7% | 3,426 | $381K |
| Shade Tree Advisors LLC | 0.33% | No change | 3,399 | $378K |
| Wallace Advisory Group, LLC | 0.30% | Reduce -83.9% | 3,426 | $377K |
| McAdam, LLC | 0.02% | Add +5.9% | 3,379 | $376K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +16.3% | 3,373 | $375K |
| Valmark Advisers, Inc. | 0.00% | Reduce -3.1% | 3,361 | $374K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +6.2% | 3,346 | $372K |
| IVC Wealth Advisors LLC | 0.17% | Reduce -25.2% | 3,344 | $372K |
| Bar Harbor Wealth Management | 0.02% | Add +1.2% | 3,334 | $371K |
| International Private Wealth Advisors LLC | 0.23% | No change | 3,330 | $370K |
| Csenge Advisory Group | 0.02% | Reduce -78.3% | 3,311 | $368K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -1.1% | 3,309 | $368K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -34.6% | 3,299 | $367K |
| BSW Wealth Partners | 0.05% | New | 3,282 | $365K |
| Westmount Partners, LLC | 0.09% | No change | 3,240 | $360K |
| Alteri Wealth LLC | 0.12% | Add +14.8% | 3,188 | $355K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -8.7% | 3,183 | $354K |
| Compound Planning, Inc. | 0.01% | Reduce -66.6% | 3,182 | $354K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -1.1% | 3,180 | $354K |
| HCR Wealth Advisors | 0.04% | Reduce -27.0% | 3,170 | $352K |
| Elm Partners Management LLC | 0.02% | Reduce -40.4% | 3,166 | $352K |
| Legacy Financial Group LLC | 0.05% | Reduce -13.5% | 3,163 | $352K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 3,149 | $350K |
| Headinvest, LLC | 0.07% | No change | 3,127 | $348K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -6.3% | 3,120 | $347K |
| King Wealth Management Group | 0.04% | Reduce -3.8% | 3,094 | $344K |
| RS Crum Inc. | 0.08% | Add +0.8% | 3,068 | $341K |
| Silvia McColl Wealth Management, LLC | 0.23% | No change | 3,055 | $340K |
| LPWM LLC | 0.09% | Add +0.1% | 3,049 | $339K |
| United Asset Strategies, Inc. | 0.03% | Add +10.7% | 3,045 | $339K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -3.6% | 3,043 | $338K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -51.2% | 3,043 | $338K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -16.0% | 3,049 | $338K |
| Country Club Bank | 0.02% | Add +2.9% | 3,026 | $337K |
| IFG Advisory, LLC | 0.02% | Reduce -1.2% | 3,024 | $336K |
| Pathstone Holdings, LLC | 0.00% | Add +1.4% | 3,024 | $336K |
| Aletheian Wealth Advisors LLC | 0.16% | Add +0.9% | 3,011 | $335K |
| Great Hill Capital LLC | 0.28% | — | 3,011 | $335K |
| Park Edge Advisors, LLC | 0.08% | Add +0.7% | 3,004 | $334K |
| Nautilus Advisors LLC | 0.22% | No change | 3,000 | $334K |
| Envision Financial LLC | 0.19% | New | 3,000 | $334K |
| Latitude Advisors, LLC | 0.15% | Reduce -31.8% | 2,990 | $333K |
| Lynx Investment Advisory | 0.20% | Add +0.7% | 2,982 | $332K |
| Alhambra Investment Management LLC | 0.16% | Reduce -9.2% | 2,976 | $331K |
| SilverOak Wealth Management LLC | 0.06% | No change | 2,963 | $330K |
| Norden Group LLC | 0.03% | Reduce -63.3% | 2,952 | $328K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.9% | 2,946 | $328K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -29.6% | 2,916 | $324K |
| Wealth Quarterback LLC | 0.13% | Reduce -3.5% | 2,913 | $324K |
| Simplicity Wealth,LLC | 0.02% | Reduce -52.1% | 2,904 | $323K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -17.2% | 2,902 | $323K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -2.4% | 2,885 | $321K |
| North Star Investment Management Corp. | 0.02% | Add +23.4% | 2,882 | $321K |
| Baker Avenue Asset Management, LP | 0.01% | Add +14.7% | 2,865 | $319K |
| Optivise Advisory Services LLC | 0.19% | Reduce -15.0% | 2,857 | $318K |
| Coastline Trust Co | 0.03% | Add +5.7% | 2,817 | $313K |
| Stonegate Investment Group, LLC | 0.01% | No change | 2,801 | $312K |
| Creekside Partners | 0.14% | Add +0.0% | 2,800 | $311K |
| Main Street Financial Solutions, LLC | 0.02% | Add +17.8% | 2,773 | $308K |
| Midwest Trust Co | 0.00% | Reduce -8.4% | 2,769 | $308K |
| Uniting Wealth Partners, LLC | 0.07% | New | 2,767 | $308K |
| Venture Visionary Partners LLC | 0.01% | Reduce -30.6% | 2,765 | $308K |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 2,759 | $307K |
| Alan B Lancz & Associates, Inc. | 0.27% | No change | 2,725 | $303K |
| Hanson & Doremus Investment Management | 0.04% | Reduce -13.9% | 2,726 | $303K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 2,706 | $301K |
| Janney Capital Management LLC | 0.02% | Add +0.3% | 2,683 | $298K |
| Optimum Investment Advisors | 0.12% | Add +13.4% | 2,678 | $298K |
| VestGen Advisors, LLC | 0.01% | New | 2,678 | $298K |
| ABLE Financial Group, LLC | 0.06% | Reduce -0.7% | 2,673 | $297K |
| Hickory Point Bank & Trust | 0.22% | No change | 2,665 | $296K |
| RDA Financial Network | 0.07% | Reduce -8.0% | 2,663 | $296K |
| 4Thought Financial Group Inc. | 0.15% | Reduce -0.7% | 2,601 | $289K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | Reduce -6.5% | 2,595 | $289K |
| Strategy Asset Managers LLC | 0.05% | Reduce -0.8% | 2,591 | $288K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,580 | $287K |
| Carnegie Investment Counsel | 0.01% | Reduce -41.5% | 2,579 | $287K |
| W.H. Cornerstone Investments Inc. | 0.17% | Add +10.6% | 2,569 | $286K |
| Orcam Financial Group | 0.23% | Add +0.3% | 2,563 | $285K |
| Clear Investment Research, LLC | 0.38% | Reduce -59.6% | 2,548 | $283K |
| Avalon Trust Co | 0.02% | Add +47.7% | 2,547 | $283K |
| Grey Ledge Advisors, LLC | 0.06% | Reduce -29.8% | 2,539 | $282K |
| New Covenant Trust Company, N.A. | 0.26% | No change | 2,528 | $281K |
| Investment Advisory Group, LLC | 0.08% | Reduce -3.6% | 2,521 | $280K |
| Angeles Wealth Management, LLC | 0.02% | No change | 2,516 | $280K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +11.1% | 2,508 | $279K |
| Paragon Capital Management Ltd | 0.05% | Reduce -8.0% | 2,500 | $278K |
| Curran Financial Partners, LLC | 0.06% | Reduce -90.1% | 2,499 | $278K |
| First Hawaiian Bank | 0.04% | Add +2.5% | 2,487 | $277K |
| Old Port Advisors | 0.07% | Reduce -8.6% | 2,481 | $276K |
| AlTi Global, Inc. | 0.01% | Add +0.0% | 2,475 | $275K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,448 | $272K |
| Compass Planning Associates Inc | 0.25% | Add +1.0% | 2,443 | $272K |
| Destination Wealth Management | 0.01% | Add +9.1% | 2,442 | $272K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,444 | $271K |
| Fourth Dimension Wealth, LLC | 0.10% | Reduce -8.2% | 2,439 | $271K |
| LexAurum Advisors, LLC | 0.04% | Add +5.1% | 2,414 | $268K |
| DKM Wealth Management, Inc. | 0.22% | No change | 2,412 | $268K |
| Garrett Wealth Advisory Group, LLC | 0.05% | No change | 2,410 | $268K |
| Axis Wealth Partners, LLC | 0.15% | Reduce -28.7% | 2,378 | $265K |
| Narus Financial Partners, LLC | 0.07% | Add +19.6% | 2,365 | $263K |
| ProVise Management Group, LLC | 0.02% | No change | 2,362 | $263K |
| American Wealth Advisors, LLC | 0.26% | — | 2,358 | $262K |
| Mokosak Advisory Group, LLC | 0.07% | Add +0.9% | 2,354 | $262K |
| Fiera Capital Corp | 0.00% | Reduce -40.1% | 2,349 | $261K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.2% | 2,348 | $261K |
| Greenspring Advisors, LLC | 0.05% | — | 2,346 | $261K |
| World Investment Advisors | 0.01% | Reduce -5.0% | 2,325 | $259K |
| Strategic Point Investment Advisors, LLC | 0.04% | No change | 2,320 | $258K |
| Vista Capital Partners, Inc. | 0.03% | Add +2.6% | 2,319 | $258K |
| Proficio Capital Partners LLC | 0.02% | No change | 2,310 | $257K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 2,304 | $256K |
| West Paces Advisors Inc. | 0.05% | No change | 2,300 | $256K |
| Private Trust Co. NA | 0.02% | Add +1.1% | 2,290 | $255K |
| Grove Street Fiduciary, LLC | 0.12% | No change | 2,270 | $252K |
| SPC Financial, Inc. | 0.02% | No change | 2,269 | $252K |
| Sovran Advisors, LLC | 0.02% | Reduce -11.8% | 2,268 | $252K |
| Mainstay Capital Management LLC | 0.03% | Reduce -50.0% | 2,268 | $252K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +1.0% | 2,247 | $250K |
| Cottonwood Capital Advisors, LLC | 0.18% | Add +4.9% | 2,245 | $250K |
| Windsor Capital Management, LLC | 0.07% | Add +0.3% | 2,244 | $250K |
| Rodgers Brothers Inc. | 0.03% | No change | 2,243 | $249K |
| Colony Family Offices, LLC | 0.06% | Add +9.5% | 2,233 | $248K |
| S.A. Mason LLC | 0.11% | No change | 2,221 | $247K |
| Davidson Trust Co. | 0.10% | No change | 2,219 | $247K |
| ORG Partners LLC | 0.05% | Reduce -1.3% | 2,203 | $247K |
| Ritholtz Wealth Management | 0.00% | Reduce -10.0% | 2,212 | $246K |
| Forefront Analytics, LLC | 0.24% | Reduce -9.8% | 2,211 | $246K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 2,221 | $245K |
| AlphaCore Capital LLC | 0.01% | Add +25.5% | 2,203 | $245K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -1.1% | 2,183 | $243K |
| Family Investment Center, Inc. | 0.05% | Add +0.5% | 2,169 | $241K |
| Jackson Hole Capital Partners, LLC | 0.04% | Add +0.1% | 2,168 | $241K |
| Fortress Financial Solutions, LLC | 0.26% | Add +0.6% | 2,156 | $240K |
| Journey Strategic Wealth LLC | 0.01% | No change | 2,155 | $240K |
| WJ Financial Advisors LLC | 0.23% | — | 2,120 | $236K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | Reduce -22.7% | 2,114 | $235K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -12.7% | 2,099 | $233K |
| Plan Group Financial, LLC | 0.06% | No change | 2,096 | $233K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -80.3% | 2,091 | $233K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 2,070 | $230K |
| Todd Asset Management LLC | 0.00% | No change | 2,060 | $229K |
| Camelot Technology Advisors, Inc. | 0.18% | Add +1.9% | 2,052 | $228K |
| North Forty Two & Co. | 0.22% | No change | 2,048 | $228K |
| Sunbelt Securities, Inc. | 0.02% | Add +17.4% | 2,047 | $228K |
| Pinnacle Holdings, LLC | 0.09% | Add +1.3% | 2,036 | $226K |
| Tribridge Partners Financial LLC | 0.10% | Reduce -1.8% | 2,035 | $226K |
| GK Wealth Management LLC | 0.17% | Reduce -9.7% | 2,030 | $226K |
| Fairfield, Bush & Co. | 0.12% | No change | 2,030 | $226K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | Reduce -24.5% | 2,026 | $225K |
| Boston Family Office LLC | 0.01% | No change | 2,021 | $225K |
| Ashton Thomas Securities, LLC | 0.03% | New | 2,022 | $225K |
| Maia Wealth LLC | 0.04% | New | 2,026 | $225K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -20.0% | 2,019 | $225K |
| Signature Wealth Management Group | 0.09% | Reduce -95.0% | 2,017 | $224K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -0.6% | 2,009 | $223K |
| Rock Point Advisors, LLC | 0.06% | No change | 2,002 | $223K |
| Northstar Asset Management Inc. | 0.06% | No change | 2,000 | $222K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | No change | 2,000 | $222K |
| Lazard Asset Management LLC | 0.00% | New | 2,000 | $222K |
| Goldstone Financial Group, LLC | 0.03% | Reduce -2.7% | 1,998 | $222K |
| WealthShield Partners, LLC | 0.03% | Reduce -0.9% | 1,987 | $221K |
| White Pine Capital LLC | 0.06% | Reduce -18.4% | 1,977 | $220K |
| Summit Financial Strategies, Inc. | 0.02% | Add +3.7% | 1,974 | $219K |
| Trajan Wealth LLC | 0.01% | New | 1,962 | $218K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 1,958 | $218K |
| BridgePort Financial Solutions, LLC | 0.06% | Add +7.1% | 1,949 | $217K |
| Coppell Advisory Solutions LLC | 0.02% | No change | 1,942 | $216K |
| Shared Vision Wealth Group LLC | 0.09% | Reduce -8.6% | 1,923 | $216K |
| Buckhead Capital Management LLC | 0.08% | No change | 1,938 | $216K |
| Old National Bancorp | 0.00% | Reduce -11.7% | 1,932 | $215K |
| Webster Bank, N. A. | 0.02% | Reduce -0.5% | 1,906 | $212K |
| Wernau Asset Management Inc. | 0.22% | No change | 1,904 | $212K |
| Texas Yale Capital Corp. | 0.01% | No change | 1,900 | $211K |
| Ellenbecker Investment Group | 0.03% | Reduce -1.4% | 1,883 | $209K |
| Principle Wealth Partners LLC | 0.01% | Reduce -5.0% | 1,882 | $209K |
| Finward Bancorp | 0.16% | No change | 1,856 | $206K |
| Viewpoint Capital Management LLC | 0.09% | No change | 1,850 | $206K |
| Belpointe Asset Management LLC | 0.01% | No change | 1,847 | $205K |
| Ofc Financial Planning, LLC | 0.20% | No change | 1,840 | $205K |
| Vawter Financial, Ltd. | 0.09% | New | 1,840 | $205K |
| Red Tortoise LLC | 0.09% | Add +0.8% | 1,839 | $205K |
| Driehaus Capital Management LLC | 0.00% | New | 1,839 | $205K |
| Vise Technologies, Inc. | 0.01% | New | 1,832 | $204K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.8% | 1,830 | $204K |
| Choate Investment Advisors | 0.00% | No change | 1,830 | $204K |
| WMG Financial Advisors, LLC | 0.07% | New | 1,800 | $200K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -16.1% | 1,789 | $199K |
| Archer Investment Corp | 0.04% | Reduce -6.1% | 1,777 | $198K |
| Simplex Trading, LLC | 0.00% | Add +185.6% | 1,688 | $187K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -36.5% | 1,616 | $180K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -57.6% | 1,553 | $173K |
| Powell Investment Advisors, LLC | 0.06% | No change | 1,540 | $171K |
| Financial Network Wealth Advisors LLC | 0.18% | Reduce -37.3% | 1,502 | $167K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -2.8% | 1,466 | $163K |
| Blue Trust, Inc. | 0.00% | Add +4.5% | 1,343 | $149K |
| C M Bidwell & Associates Ltd. | 0.07% | Add +0.1% | 1,297 | $144K |
| Kings Path Partners LLC | 0.05% | No change | 1,282 | $143K |
| Rialto Wealth Management, LLC | 0.04% | No change | 1,249 | $139K |
| City Holding Co. | 0.02% | Reduce -17.3% | 1,245 | $138K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 1,209 | $134K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -7.8% | 1,184 | $132K |
| Tidemark, LLC | 0.04% | No change | 1,145 | $127K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,143 | $127K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.1% | 1,125 | $125K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,094 | $122K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 1,093 | $122K |
| Barrett & Company, Inc. | 0.04% | No change | 1,088 | $121K |
| Key Financial Inc | 0.02% | Add +53.5% | 1,061 | $118K |
| Essential Partners LLC | 0.04% | Reduce -17.4% | 1,042 | $116K |
| Ameriflex Group, Inc. | 0.04% | Reduce -38.1% | 1,036 | $115K |
| Hills Bank & Trust Co | 0.01% | No change | 1,029 | $114K |
| Hemington Wealth Management | 0.01% | Add +0.5% | 938 | $104K |
| Lanark Financial, Inc. | 0.01% | Add +1.8% | 929 | $103K |
| Crewe Advisors LLC | 0.01% | No change | 902 | $100K |
| Pinney & Scofield, Inc. | 0.06% | No change | 878 | $98K |
| UMB Bank, n.a. | 0.00% | Reduce -9.0% | 871 | $97K |
| Consultiva Wealth Management, Corp. | 0.27% | No change | 853 | $95K |
| 2UniFi Bank | 0.05% | Reduce -5.5% | 843 | $94K |
| Founders Capital Management | 0.05% | No change | 843 | $94K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 800 | $89K |
| Murphy & Mullick Capital Management Corp | 0.07% | Add +0.5% | 792 | $88K |
| ESL Trust Services, LLC | 0.02% | No change | 775 | $86K |
| Westside Investment Management, Inc. | 0.01% | No change | 689 | $77K |
| Howe & Rusling Inc. | 0.01% | Add +1.0% | 684 | $76K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -12.9% | 655 | $73K |
| Breakwater Investment Management | 0.03% | No change | 654 | $73K |
| Front Row Advisors LLC | 0.02% | No change | 643 | $72K |
| Raffa Wealth Management, LLC | 0.01% | Add +1.0% | 614 | $68K |
| Mather Group, Llc. | 0.00% | New | 600 | $67K |
| NBT Bank, N.A. | 0.00% | Reduce -87.2% | 111 | $63K |
| Wellington Shields Capital Management, LLC | 0.01% | New | 566 | $63K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 561 | $62K |
| Gen-Wealth Partners Inc | 0.02% | Add +6.9% | 556 | $62K |
| Dogwood Wealth Management LLC | 0.03% | Reduce -0.2% | 555 | $62K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 545 | $61K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 536 | $60K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 522 | $58K |
| Bessemer Group Inc. | 0.00% | Add +58.1% | 525 | $58K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.6% | 512 | $57K |
| Clean Yield Group | 0.02% | No change | 500 | $56K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 494 | $55K |
| Seneschal Advisors, LLC | 0.04% | New | 491 | $55K |
| Biltmore Family Office, LLC | 0.01% | Reduce -10.1% | 490 | $54K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | Add +7.9% | 463 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 462 | $51K |
| Rothschild Investment LLC | 0.00% | No change | 444 | $49K |
| Y.D. More Investments Ltd | 0.00% | No change | 430 | $48K |
| Stone House Investment Management, LLC | 0.01% | Add +0.3% | 388 | $43K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 377 | $42K |
| Abound Wealth Management | 0.01% | New | 367 | $41K |
| Quadrant Capital Group LLC | 0.00% | New | 362 | $40K |
| Bfsg, LLC | 0.00% | Reduce -10.2% | 361 | $40K |
| Rossby Financial, LCC | 0.01% | Add +0.9% | 353 | $39K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 352 | $39K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 350 | $39K |
| Banque Transatlantique SA | 0.00% | No change | 350 | $39K |
| Creative Financial Designs Inc. | 0.00% | No change | 343 | $38K |
| St Germain D J Co. Inc. | 0.00% | Add +3.4% | 336 | $37K |
| Eastern Bank | 0.00% | No change | 333 | $37K |
| Ballast Advisors LLC | 0.01% | No change | 331 | $37K |
| Hilltop National Bank | 0.01% | No change | 330 | $37K |
| Smallwood Wealth Investment Management, LLC | 0.02% | Reduce -2.4% | 328 | $36K |
| Grove Bank & Trust | 0.00% | Add +11.8% | 312 | $35K |
| CENTRAL TRUST Co | 0.00% | Reduce -3.5% | 306 | $34K |
| Root Financial Partners, LLC | 0.00% | New | 296 | $33K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 276 | $31K |
| Park Square Financial Group, LLC | 0.13% | Reduce -72.2% | 265 | $29K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 263 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 261 | $29K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -1.5% | 259 | $29K |
| William B. Walkup & Associates, Inc. | 0.01% | No change | 244 | $27K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +22.8% | 242 | $27K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 234 | $26K |
| Gladwyn Financial Advisors, Inc. | 0.02% | Add +0.9% | 232 | $26K |
| Boreal Capital Management LLC | 0.02% | No change | 230 | $26K |
| Main Street Group, LTD | 0.01% | Add +0.4% | 229 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 224 | $25K |
| Sound Income Strategies, LLC | 0.00% | Reduce -54.0% | 207 | $23K |
| EPG Wealth Management LLC | 0.01% | Add +1.0% | 203 | $23K |
| Copia Wealth Management | 0.02% | No change | 202 | $22K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 200 | $22K |
| Realta Investment Advisors | 0.01% | Add +84.9% | 196 | $22K |
| Friedenthal Financial | 0.01% | No change | 194 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.6% | 193 | $21K |
| Kiker Wealth Management, LLC | 0.01% | Add +16.9% | 187 | $21K |
| Piscataqua Savings Bank | 0.02% | No change | 184 | $20K |
| Promus Capital, LLC | 0.01% | Reduce -98.2% | 168 | $19K |
| Bangor Savings Bank | 0.00% | Reduce -16.6% | 166 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 159 | $18K |
| Bare Financial Services, Inc | 0.01% | No change | 158 | $18K |
| IAG Wealth Partners, LLC | 0.00% | Add +89.2% | 157 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 151 | $17K |
| FSA Wealth Management LLC | 0.01% | Add +0.7% | 147 | $16K |
| Tsfg, LLC | 0.00% | No change | 146 | $16K |
| Strategic Advocates LLC | 0.00% | New | 143 | $16K |
| Park Place Capital Corp | 0.00% | Reduce -98.3% | 140 | $16K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.7% | 140 | $16K |
| Glassman Wealth Services | 0.00% | No change | 137 | $15K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -56.7% | 133 | $15K |
| Tompkins Financial Corp. | 0.00% | No change | 128 | $14K |
| Fortis Group Advisors, LLC | 0.00% | No change | 119 | $13K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -37.4% | 117 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 113 | $13K |
| Nova Wealth Management, Inc. | 0.01% | No change | 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 |
| Concord Wealth Partners | 0.00% | Add +1.1% | 96 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 92 | $10K |
| Woodside Wealth Management LLC | 0.01% | No change | 90 | $10K |
| CNB Bank | 0.00% | No change | 90 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.1% | 90 | $10K |
| Anchor Investment Management, LLC | 0.00% | No change | 84 | $9K |
| Costello Asset Management, INC | 0.00% | No change | 66 | $7K |
| TCTC Holdings, LLC | 0.00% | No change | 66 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 65 | $7K |
| Orion Capital Management LLC | 0.00% | New | 64 | $7K |
| Legacy Wealth Managment, LLC | 0.00% | New | 63 | $7K |
| Hantz Financial Services, Inc. | 0.00% | No change | 61 | $7K |
| Country Trust Bank | 0.00% | No change | 59 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.8% | 56 | $6K |
| LGT Financial Advisors LLC | 0.01% | Add +1.9% | 55 | $6K |
| Graney & King, LLC | 0.00% | No change | 52 | $6K |
| Private Wealth Management Group, LLC | 0.00% | New | 50 | $6K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $6K |
| Robinswood Financial LLC | 0.00% | Add +2.2% | 47 | $5K |
| Bank of New Hampshire | 0.00% | No change | 46 | $5K |
| Caitlin John, LLC | 0.00% | New | 45 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 45 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 40 | $4K |
| Integrity Financial Corp | 0.00% | Reduce -60.6% | 37 | $4K |
| Nemes Rush Group LLC | 0.00% | Add +3.1% | 33 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 30 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 29 | $3K |
| Legacy Bridge, LLC | 0.00% | No change | 28 | $3K |
| Investors Research Corp | 0.00% | No change | 28 | $3K |
| North Capital, Inc. | 0.00% | Add +4.0% | 26 | $3K |
| Gould Capital, LLC | 0.00% | Reduce -56.9% | 25 | $3K |
| MV Capital Management, Inc. | 0.00% | Add +133.3% | 21 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 19 | $2K |
| Granite Investment Partners, LLC | 0.00% | No change | 18 | $2K |
| Guerra Advisors Inc | 0.00% | New | 16 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 13 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 12 | $1K |
| Rakuten Securities, Inc. | 0.00% | No change | 11 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -42.1% | 11 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 10 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 10 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 9 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 9 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 14 | $1K |
| PayPay Securities Corp | 0.03% | Add +300.0% | 8 | $940 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 7 | $781 |
| Russell Investments Group, Ltd. | 0.00% | No change | 5 | $507 |
| 1 North Wealth Services LLC | 0.00% | Reduce -33.3% | 4 | $403 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $112 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $99 |
| Mascoma Wealth Management LLC | 0.00% | No change | 1 | $79 |
| Avion Wealth | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is TIP's weight in each manager's 13F, not the share of iShares Tips Bond ETF the manager owns.