iShares Tips Bond ETFTIPETF
13F holders, Q1 2026 (March 31)1,022holders +11
78new positions
69sold out
3famous investors
$110.25avg. 13F price*
At the end of Q1 2026, 1,022 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings, up 11 from Q4 2025. 78 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($2.7B), FMR LLC ($484.8M) and Morgan Stanley ($476.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Tips Bond ETF
- CUSIP
- 464287176
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $277.2M |
| Exits | 69 | $40.5M |
All 13F filers, Q4 2025 → Q1 2026: 10,577,200 shares bought and 6,346,082 shares sold, net +4,231,118 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,022 holders
| Bank of America Corp. | 0.20% | Add +18.1% | 24,329,782 | $2.7B |
| FMR LLC | 0.03% | Reduce -21.2% | 4,392,983 | $484.8M |
| Morgan Stanley | 0.03% | Add +1.2% | 4,319,551 | $476.7M |
| BlackRock, Inc. | 0.01% | Add +1.2% | 2,652,184 | $292.7M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -3.9% | 1,961,201 | $216.4M |
| UBS Group AG | 0.03% | Add +1.9% | 1,663,759 | $183.6M |
| Sumitomo Life Insurance Co. | 3.91% | New | 1,513,455 | $167.0M |
| Pictet Asset Management Holding SA | 0.17% | Add +16.8% | 1,491,300 | $164.6M |
| Wells Fargo & Company | 0.03% | Add +18.0% | 1,402,404 | $154.8M |
| LPL Financial LLC | 0.04% | Add +11.3% | 1,402,159 | $154.7M |
| Ameriprise Financial Inc. | 0.03% | Add +54.8% | 1,348,241 | $149.0M |
| CI Investments Inc. | 0.62% | Add +28.7% | 1,166,832 | $128.8M |
| Assetmark, Inc. | 0.24% | Reduce -2.4% | 1,081,805 | $119.4M |
| Evoke Wealth, LLC | 2.12% | Add +1.0% | 1,042,055 | $115.0M |
| Royal Bank of Canada | 0.02% | Reduce -2.1% | 792,456 | $87.5M |
| GenTrust, LLC | 3.48% | Add +5.8% | 736,210 | $81.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.3% | 665,645 | $73.5M |
| WealthNavi Inc. | 0.63% | Reduce -5.4% | 654,936 | $72.3M |
| Martin & Co. Inc. | 12.29% | Add +3.1% | 654,205 | $72.2M |
| FIL Ltd | 0.05% | Add +26.1% | 623,523 | $68.8M |
| Keybank National Association | 0.25% | Reduce -4.1% | 609,035 | $67.2M |
| Partners Capital Investment Group, LLP | 2.37% | Reduce -21.2% | 569,232 | $62.8M |
| Dynasty Wealth Management, LLC | 0.47% | Add +4.5% | 485,165 | $53.5M |
| Quotient Wealth Partners, LLC | 1.38% | Add +4.2% | 473,810 | $52.3M |
| Bank of New York Mellon Corp | 0.01% | Add +0.3% | 466,675 | $51.5M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -3.7% | 455,864 | $50.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.0% | 451,433 | $49.8M |
| Osaic Holdings, Inc. | 0.07% | Add +24.7% | 438,698 | $48.4M |
| One Capital Management, LLC | 1.31% | Add +8.1% | 434,073 | $47.9M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +185.8% | 427,799 | $47.2M |
| Cetera Investment Advisers | 0.05% | Add +5.6% | 427,438 | $47.2M |
| Stifel Financial Corp. | 0.04% | Add +16.4% | 413,029 | $45.6M |
| Baldwin Wealth Partners LLC | 3.16% | Reduce -14.4% | 394,233 | $43.5M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -5.2% | 388,070 | $42.8M |
| Federation des caisses Desjardins du Quebec | 0.15% | Reduce -0.3% | 385,936 | $42.6M |
| Rock Creek Group LLC | 4.24% | Add +2.5% | 379,892 | $41.9M |
| TD Waterhouse Canada Inc. | 0.12% | Add +19.7% | 379,074 | $41.7M |
| Capitolis Liquid Global Markets LLC | 0.26% | — | 365,000 | $40.3M |
| Two Sigma Investments, LP | 0.03% | No change | 362,700 | $40.0M |
| Man Group plc | 0.08% | Reduce -36.6% | 361,604 | $39.9M |
| Raymond James Financial Inc. | 0.01% | Add +23.9% | 358,504 | $39.6M |
| Arbor Investment Advisors, LLC | 4.79% | Add +2.2% | 333,103 | $36.8M |
| HighTower Advisors, LLC | 0.04% | Add +4.5% | 324,094 | $35.8M |
| Marshall Wace, LLP | 0.04% | Reduce -22.5% | 323,345 | $35.7M |
| HSBC Holdings PLC | 0.02% | Reduce -40.4% | 309,639 | $34.2M |
| Rockefeller Capital Management L.P. | 0.06% | Add +8.8% | 301,923 | $33.3M |
| 3EDGE Asset Management, LP | 1.59% | Reduce -36.5% | 298,592 | $33.0M |
| Kwmg, LLC | 2.74% | Add +3.8% | 297,884 | $32.9M |
| Prime Capital Investment Advisors, LLC | 0.35% | Add +5.5% | 270,514 | $29.9M |
| Cambridge Associates LLC /Ma/ | 0.45% | Add +105.9% | 255,669 | $28.2M |
| Prudential Financial Inc. | 0.03% | No change | 243,726 | $26.9M |
| Ethos Financial Group, LLC | 1.84% | Add +9.3% | 228,072 | $25.2M |
| Deane Retirement Strategies, Inc. | 9.52% | Add +278383.1% | 214,432 | $23.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.4% | 213,302 | $23.5M |
| Dakota Wealth Management | 0.50% | Reduce -10.2% | 209,372 | $23.1M |
| Rhumbline Advisers | 0.02% | Add +19.9% | 207,395 | $22.9M |
| Viewpoint Investment Partners Corp. | 10.38% | Reduce -26.8% | 277,560 | $22.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -16.0% | 201,684 | $22.3M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -10.6% | 188,405 | $20.8M |
| West Financial Advisors, LLC | 3.40% | Add +3.1% | 181,745 | $20.1M |
| Heartwood Wealth Advisors LLC | 1.73% | Add +12.9% | 179,953 | $19.9M |
| Cim, LLC | 2.72% | Add +1.0% | 170,451 | $18.8M |
| Cypress Capital, LLC | 5.11% | Reduce -1.6% | 162,607 | $17.9M |
| Country Trust Bank | 0.34% | Add +4175.2% | 161,604 | $17.8M |
| Renaissance Technologies | 0.03% | New | 157,504 | $17.4M |
| Passaic Partners LLC | 2.08% | Reduce -57.2% | 155,596 | $17.2M |
| Cwm, LLC | 0.04% | Add +0.8% | 152,444 | $16.8M |
| Ted Buchan & Co | 5.90% | Add +30.0% | 147,132 | $16.2M |
| Horizon Investments, LLC | 0.18% | Add +8.3% | 144,641 | $15.9M |
| RTD Financial Advisors, Inc. | 1.90% | Add +3.1% | 140,209 | $15.5M |
| Cascade Financial Partners, LLC | 1.56% | Add +4156.0% | 137,511 | $15.2M |
| MML Investors Services, LLC | 0.04% | Reduce -43.5% | 135,693 | $15.0M |
| Pure Financial Advisors, LLC | 0.22% | Add +2.0% | 135,194 | $14.9M |
| NorthCoast Asset Management LLC | 0.34% | Reduce -6.5% | 134,085 | $14.8M |
| Lutz Financial Services LLC | 0.97% | Reduce -2.0% | 130,532 | $14.4M |
| Marino Management, LLC | 2.54% | No change | 126,194 | $13.9M |
| Independence Financial Advisors, LLC | 4.02% | Add +2.3% | 121,374 | $13.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -22.7% | 120,712 | $13.3M |
| Pacific Life Fund Advisors LLC | 1.52% | Reduce -30.5% | 120,173 | $13.3M |
| Equitable Holdings, Inc. | 0.09% | Add +11.3% | 120,422 | $13.2M |
| Truist Financial Corp. | 0.02% | Reduce -5.1% | 119,047 | $13.1M |
| Lido Advisors, LLC | 0.05% | Reduce -35.7% | 118,816 | $13.1M |
| Susquehanna International Group, LLP | 0.02% | New | 118,547 | $13.1M |
| DORVAL Corp | 3.97% | Reduce -33.8% | 115,978 | $12.8M |
| Net Worth Advisory Group | 2.65% | Add +1.4% | 115,620 | $12.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -31.5% | 123,114 | $12.6M |
| Twin Focus Capital Partners, LLC | 1.45% | Add +0.7% | 114,441 | $12.6M |
| Fischer Financial Services, Inc. | 4.11% | Add +1.5% | 110,791 | $12.2M |
| Creative Planning | 0.01% | Reduce -8.5% | 110,029 | $12.1M |
| Strategic Investment Advisors / MI | 0.84% | Add +4.2% | 109,647 | $12.1M |
| Parkway Wealth Management Group, LLC | 1.51% | Add +3.6% | 107,767 | $12.0M |
| Arkansas Financial Group, Inc. | 1.65% | Reduce -8.0% | 106,618 | $11.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -10.8% | 105,500 | $11.6M |
| BlueSky Wealth Advisors, LLC | 1.48% | Add +0.8% | 104,360 | $11.5M |
| Mustico Financial Group, Inc. | 8.03% | Add +52.7% | 90,807 | $11.5M |
| Focus Partners Wealth | 0.01% | Add +4.3% | 103,318 | $11.4M |
| Bokf, NA | 0.17% | Add +0.7% | 101,399 | $11.2M |
| Buck Wealth Strategies, LLC | 1.37% | Reduce -3.0% | 100,838 | $11.1M |
| Global Endowment Management, LP | 1.24% | Add +35.1% | 100,485 | $11.1M |
| Verger Capital Management LLC | 3.23% | Reduce -3.4% | 99,195 | $10.9M |
| Ocean Park Asset Management, LLC | 0.63% | New | 98,800 | $10.9M |
| Flow Traders U.S. LLC | 0.34% | New | 97,784 | $10.8M |
| White Pine Investment CO | 2.50% | Add +3.3% | 97,643 | $10.8M |
| Wealth Forward, LLC | 5.80% | Add +0.5% | 93,131 | $10.3M |
| Sanctuary Advisors, LLC | 0.05% | Add +10.8% | 91,365 | $10.1M |
| Neuberger Berman Group LLC | 0.01% | No change | 90,764 | $10.0M |
| Meridian Management Co. | 2.49% | Reduce -36.8% | 90,732 | $10.0M |
| School Employees Retirement Board of Ohio | 4.05% | New | 89,915 | $9.9M |
| Private Advisor Group, LLC | 0.05% | Add +4.5% | 89,037 | $9.8M |
| Stablepoint Partners, LLC | 1.45% | Add +21.7% | 88,228 | $9.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.8% | 87,557 | $9.7M |
| Financial Enhancement Group LLC | 1.20% | Add +3.2% | 86,652 | $9.7M |
| Ameraudi Asset Management, Inc. | 5.21% | Add +11.4% | 86,778 | $9.6M |
| Leavell Investment Management, Inc. | 0.39% | Add +276.6% | 85,436 | $9.4M |
| Mariner, LLC | 0.01% | Reduce -36.9% | 84,914 | $9.4M |
| Hillcrest Wealth Advisors - NY, LLC | 3.72% | Add +20.6% | 83,245 | $9.2M |
| Camden National Bank | 1.20% | Add +5.8% | 80,127 | $8.8M |
| Alliancebernstein L.P. | 0.00% | Add +677.6% | 79,120 | $8.7M |
| Impact Partnership Wealth, LLC | 1.06% | Add +37.6% | 77,533 | $8.6M |
| Slow Capital, Inc. | 1.10% | Add +6.6% | 77,002 | $8.5M |
| Guggenheim Capital LLC | 0.07% | Reduce -6.0% | 76,291 | $8.4M |
| Jones Financial Companies LLLP | 0.00% | Add +15.8% | 76,765 | $8.4M |
| Fulton Breakefield Broenniman LLC | 0.55% | Reduce -2.1% | 75,812 | $8.4M |
| Tme Financial, Inc. | 5.79% | Reduce -1.8% | 75,693 | $8.4M |
| Asset Management Group, Inc. | 1.34% | Reduce -1.2% | 74,894 | $8.3M |
| One Wealth Map LLC | 3.93% | Add +3.6% | 72,435 | $8.1M |
| Easterly Investment Partners LLC | 0.62% | Add +7.3% | 73,080 | $8.1M |
| First National Bank & Trust Co. of Newtown | 1.73% | Reduce -14.1% | 72,535 | $8.0M |
| Hilltop Holdings Inc. | 0.72% | Add +204.0% | 72,252 | $8.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +17.7% | 71,049 | $7.8M |
| Principal Securities, Inc. | 0.11% | Reduce -3.9% | 69,063 | $7.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.15% | Add +4.0% | 67,508 | $7.5M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 66,537 | $7.3M |
| Charles Schwab Trust Co | 0.47% | Reduce -13.9% | 65,874 | $7.3M |
| Frontier Asset Management, LLC | 1.52% | Reduce -0.5% | 65,554 | $7.2M |
| Farther Finance Advisors, LLC | 0.07% | Add +19.2% | 64,539 | $7.1M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +14.9% | 64,420 | $7.1M |
| Mackenzie Financial Corp. | 0.01% | Add +5.6% | 63,700 | $7.0M |
| Sterling Investment Advisors LLC | 3.35% | Add +3.5% | 63,188 | $7.0M |
| Fairvoy Private Wealth, LLC | 1.66% | New | 63,009 | $7.0M |
| Stelac Advisory Services LLC | 1.40% | Add +10.8% | 62,539 | $6.9M |
| Patten Group, Inc. | 1.19% | Add +7.4% | 62,209 | $6.9M |
| Cerity Partners LLC | 0.01% | Reduce -4.6% | 62,208 | $6.9M |
| Waverly Advisors, LLC | 0.05% | Add +36.8% | 61,856 | $6.8M |
| Insight Wealth Partners, LLC | 2.70% | Add +6.0% | 60,632 | $6.7M |
| Wealthspire Retirement, LLC | 0.39% | Add +20.9% | 59,136 | $6.5M |
| Sound Stewardship, LLC | 2.96% | Add +4.6% | 58,548 | $6.5M |
| Fairview Capital Investment Management, LLC | 0.35% | Reduce -2.0% | 58,437 | $6.4M |
| Horizons Wealth Management | 4.17% | Add +0.7% | 56,764 | $6.3M |
| Connable Office Inc. | 0.61% | Add +0.5% | 55,847 | $6.2M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -3.4% | 55,689 | $6.1M |
| Lodestar Private Asset Management LLC | 0.60% | Add +5.3% | 55,325 | $6.1M |
| Ssa Swiss Advisors AG | 2.83% | Add +12.9% | 55,242 | $6.1M |
| Perissos Private Wealth Management, LLC | 5.27% | Add +245.3% | 55,053 | $6.1M |
| Rather & Kittrell, Inc. | 0.93% | Add +2.9% | 54,737 | $6.0M |
| Estate Counselors, LLC | 0.54% | New | 54,555 | $6.0M |
| Citigroup Inc. | 0.00% | Reduce -10.2% | 54,452 | $6.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -30.4% | 53,874 | $5.9M |
| RFG Advisory, LLC | 0.11% | Add +55.8% | 53,614 | $5.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +4.3% | 53,462 | $5.9M |
| Curbstone Financial Management Corp | 1.13% | Reduce -0.5% | 53,340 | $5.9M |
| Axos Invest Inc. | 4.42% | Reduce -0.6% | 53,027 | $5.9M |
| Callan Family Office, LLC | 0.13% | Add +1.8% | 52,029 | $5.7M |
| Brightwater Advisory LLC | 3.76% | No change | 51,505 | $5.7M |
| CoreCap Advisors, LLC | 0.19% | Add +2.8% | 51,466 | $5.7M |
| Parallel Advisors, LLC | 0.10% | Add +1.7% | 50,714 | $5.6M |
| Independent Financial Group, LLC | 0.12% | Add +8.0% | 49,683 | $5.5M |
| Two Sigma Securities, LLC | 0.64% | Add +225.8% | 49,611 | $5.5M |
| Fifth Third Bancorp | 0.01% | Add +694.1% | 49,291 | $5.4M |
| Welch & Forbes LLC | 0.07% | Add +2.9% | 49,047 | $5.4M |
| Cranbrook Wealth Management, LLC | 1.07% | Add +1.8% | 47,735 | $5.3M |
| Commerce Bank | 0.03% | Add +15.3% | 47,037 | $5.2M |
| Rathbones Group PLC | 0.02% | Reduce -20.3% | 46,842 | $5.2M |
| Fermata Advisors, LLC | 1.16% | Add +5.2% | 46,605 | $5.1M |
| Blair William & Co. | 0.01% | Reduce -0.4% | 46,413 | $5.1M |
| Sage Capital Advisors,llc | 1.19% | Reduce -0.0% | 46,338 | $5.1M |
| Vertex Investment Solutions Co., Ltd. | 5.90% | Reduce -51.4% | 46,300 | $5.1M |
| Chicago Partners Investment Group LLC | 0.11% | Add +64.6% | 45,421 | $5.1M |
| Slocum, Gordon & Co LLP | 3.27% | Add +0.2% | 43,577 | $4.8M |
| Summit Financial, LLC | 0.06% | Add +24.9% | 43,106 | $4.8M |
| Tidal Investments LLC | 0.01% | Reduce -46.1% | 42,338 | $4.7M |
| Captrust Financial Advisors | 0.01% | Add +30.0% | 42,151 | $4.7M |
| D.A. Davidson & Co. | 0.03% | Add +7.4% | 41,402 | $4.6M |
| MassMutual Private Wealth & Trust, FSB | 0.12% | Add +2.7% | 40,849 | $4.5M |
| MRWM Advisors, LLC | 2.41% | Reduce -5.2% | 40,346 | $4.5M |
| M&T Bank Corp | 0.01% | Add +2.0% | 40,174 | $4.4M |
| Evergreen Capital Management LLC | 0.10% | Add +3.3% | 40,165 | $4.4M |
| Stephenson & Company, Inc. | 2.40% | Add +4.7% | 40,119 | $4.4M |
| Corient Private Wealth LP | 0.01% | Add +8.7% | 42,378 | $4.4M |
| MAI Capital Management | 0.02% | Add +24.6% | 39,529 | $4.4M |
| Minot DeBlois Advisors LLC | 3.93% | Add +4.1% | 39,231 | $4.3M |
| US Bancorp \de | 0.01% | Add +18.1% | 38,744 | $4.3M |
| Madson Wealth Advisors Inc | 3.54% | — | 38,544 | $4.3M |
| Financial & Tax Architects, LLC | 0.94% | Reduce -11.5% | 38,141 | $4.2M |
| Addison Capital Co | 0.74% | Add +92.1% | 37,534 | $4.1M |
| Rothschild Wealth LLC | 0.37% | Add +9.4% | 37,330 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +13.7% | 37,032 | $4.1M |
| Garner Asset Management Corp | 1.60% | Add +38.5% | 36,841 | $4.1M |
| First Trust Advisors LP | 0.00% | Reduce -4.2% | 36,366 | $4.0M |
| Cornerstone Financial Group, LLC | 2.56% | Add +3.6% | 35,864 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -0.6% | 35,815 | $4.0M |
| Wealth Alliance, LLC | 0.39% | Add +3.7% | 35,786 | $3.9M |
| Chesapeake Capital Corp. | 2.78% | Add +82.3% | 34,933 | $3.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -24.2% | 34,738 | $3.8M |
| IFP Advisors, Inc | 0.08% | Reduce -0.1% | 34,208 | $3.8M |
| Sequent Planning LLC | 0.91% | Reduce -3.0% | 34,013 | $3.8M |
| Mgo One Seven LLC | 0.07% | Add +18.3% | 33,786 | $3.7M |
| Advisory Services Network, LLC | 0.05% | Add +47.9% | 33,760 | $3.7M |
| United Services Automobile Association | 0.43% | Add +24.2% | 33,485 | $3.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 33,348 | $3.7M |
| Modera Wealth Management, LLC | 0.04% | Reduce -2.0% | 33,313 | $3.7M |
| Foster & Motley Inc. | 0.19% | Add +0.3% | 33,038 | $3.6M |
| Sigma Planning Corp | 0.10% | Add +5.5% | 32,868 | $3.6M |
| KPP Advisory Services LLC | 0.53% | New | 32,755 | $3.6M |
| First Horizon Corp. | 0.15% | Add +7.0% | 32,617 | $3.6M |
| Greenspring Advisors, LLC | 0.22% | Add +5.5% | 32,410 | $3.6M |
| Bragg Financial Advisors, Inc | 0.11% | Add +1.3% | 31,866 | $3.5M |
| Barclays PLC | 0.00% | Add +7.8% | 31,703 | $3.5M |
| Transamerica Financial Advisors, LLC | 0.30% | Reduce -2.4% | 31,547 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -17.5% | 31,352 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.11% | Add +2.1% | 31,036 | $3.4M |
| Calton & Associates, Inc. | 0.49% | Add +13.3% | 30,633 | $3.4M |
| Stillwater Private Wealth, LLC | 2.86% | — | 30,580 | $3.4M |
| SigFig Wealth Management, LLC | 0.10% | Add +1.1% | 30,483 | $3.4M |
| Nwam LLC | 0.19% | Add +1.2% | 30,335 | $3.3M |
| Private Advisory Group LLC | 0.23% | Add +7.9% | 30,100 | $3.3M |
| Evelyn Partners Investment Management (Europe) Ltd | 1.13% | Reduce -4.2% | 29,825 | $3.3M |
| Level Four Advisory Services, LLC | 0.11% | Reduce -1.0% | 29,549 | $3.3M |
| AMG National Trust Bank | 0.07% | Add +8.0% | 29,523 | $3.3M |
| Dorsey Wright & Associates | 0.39% | Add +586.7% | 28,477 | $3.1M |
| Sage Financial Group Inc. | 0.20% | Add +2.7% | 28,161 | $3.1M |
| Adirondack Trust Co. | 1.02% | Reduce -2.9% | 27,598 | $3.0M |
| Phillips Financial Management, LLC | 0.22% | Reduce -29.8% | 27,336 | $3.0M |
| Cordant, Inc. | 1.22% | Add +5.8% | 27,295 | $3.0M |
| Samalin Investment Counsel, LLC | 1.06% | Reduce -2.4% | 27,059 | $3.0M |
| Sigma Investment Counselors Inc. | 0.16% | Reduce -7.8% | 26,771 | $3.0M |
| Bank of Montreal | 0.00% | Reduce -15.5% | 26,585 | $2.9M |
| Coastal Bridge Advisors, LLC | 0.21% | Reduce -0.6% | 26,380 | $2.9M |
| Cibc World Market Inc. | 0.01% | Add +5.1% | 26,370 | $2.9M |
| Benjamin Edwards Inc. | 0.03% | Add +117.1% | 26,307 | $2.9M |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +85.2% | 25,942 | $2.9M |
| Insigneo Advisory Services, LLC | 0.20% | Reduce -7.5% | 25,671 | $2.8M |
| Texas Bank & Trust Co | 1.05% | Reduce -8.7% | 25,262 | $2.8M |
| Lifetime Wealth Management P.C. | 1.62% | Add +1.0% | 25,242 | $2.8M |
| BTG Pactual Asset Management US LLC | 0.27% | Add +55.2% | 26,229 | $2.8M |
| Tandemgrowth Financial Advisors LLC | 2.60% | Reduce -1.5% | 24,966 | $2.8M |
| Fortitude Family Office, LLC | 0.60% | Reduce -16.4% | 24,065 | $2.7M |
| Allstreet Capital Advisors LLC | 1.94% | Reduce -2.9% | 23,731 | $2.6M |
| PKS Advisory Services, LLC | 0.61% | Add +8.3% | 25,732 | $2.6M |
| James Investment Research, Inc. | 0.29% | Reduce -2.0% | 23,472 | $2.6M |
| Composition Wealth, LLC | 0.04% | Reduce -8.4% | 23,233 | $2.6M |
| Hughes Financial Services, LLC | 0.39% | Reduce -1.2% | 23,185 | $2.6M |
| Ti-Trust, Inc. | 1.52% | Add +4.8% | 23,158 | $2.6M |
| Valpey Financial Services, LLC | 1.61% | Add +1.8% | 22,494 | $2.5M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +34.5% | 22,276 | $2.5M |
| CFS Investment Advisory Services, LLC | 0.17% | Reduce -20.7% | 21,522 | $2.4M |
| Arkadios Wealth Advisors | 0.04% | Add +16.5% | 21,714 | $2.4M |
| Heritage Trust Co | 0.24% | Reduce -4.7% | 21,667 | $2.4M |
| Scratch Capital LLC | 1.37% | Reduce -14.4% | 21,618 | $2.4M |
| Lyell Wealth Management, LP | 0.17% | Reduce -11.2% | 21,383 | $2.4M |
| Betterment LLC | 0.00% | Add +10.5% | 21,232 | $2.3M |
| Golden Bell Financial Planning LLC | 1.87% | Reduce -0.3% | 21,220 | $2.3M |
| Gibraltar Capital Management, Inc. | 0.40% | Reduce -5.2% | 21,016 | $2.3M |
| Peak Financial Management, Inc. | 0.59% | Reduce -1.9% | 21,004 | $2.3M |
| Kovack Advisors, Inc. | 0.12% | Add +275.9% | 20,525 | $2.3M |
| Protective Life Corp. | 7.43% | New | 20,258 | $2.2M |
| WESPAC Advisors SoCal, LLC | 0.47% | New | 20,053 | $2.2M |
| Rubicon Advisors, GP | 1.97% | Add +337.9% | 19,985 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +3.0% | 19,893 | $2.2M |
| Indivisible Partners | 0.19% | Add +80.9% | 19,841 | $2.2M |
| Wealthedge Investment Advisors, LLC | 0.80% | Add +17.4% | 19,832 | $2.2M |
| Forteris Wealth Management Inc. | 2.08% | Add +16.3% | 19,691 | $2.2M |
| Townsend Financial Planning, LLC | 2.06% | Add +1.6% | 19,253 | $2.1M |
| RCW Management, LLC | 2.17% | Add +3.3% | 19,175 | $2.1M |
| Money Concepts Capital Corp. | 0.12% | Add +39.9% | 19,109 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.3% | 19,067 | $2.1M |
| WealthCollab, LLC | 0.86% | Reduce -4.1% | 18,870 | $2.1M |
| Bull Street Advisors, LLC | 1.02% | Reduce -1.2% | 18,713 | $2.1M |
| Invictus Private Wealth, LLC | 0.13% | Add +2.9% | 18,689 | $2.1M |
| Belpointe Asset Management LLC | 0.07% | Add +197.5% | 18,503 | $2.0M |
| Riggs Asset Managment Co. Inc. | 0.42% | Add +715.2% | 18,448 | $2.0M |
| Arax Advisory Partners | 0.06% | Reduce -44.2% | 18,386 | $2.0M |
| Ascent Wealth Partners, LLC | 0.24% | Reduce -10.5% | 18,377 | $2.0M |
| Fortune Financial Advisors, LLC | 1.02% | Reduce -0.1% | 18,215 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Add +1658.2% | 18,180 | $2.0M |
| Principia Wealth Advisory, LLC | 1.13% | Add +9.9% | 18,158 | $2.0M |
| Mutual Advisors, LLC | 0.04% | Add +10.9% | 17,981 | $2.0M |
| Simon Quick Advisors, LLC | 0.09% | Add +1.9% | 17,783 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -6.5% | 17,781 | $2.0M |
| Procyon Advisors, LLC | 0.10% | Reduce -3.6% | 17,605 | $1.9M |
| Archford Capital Strategies, LLC | 0.22% | Reduce -15.1% | 17,445 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | No change | 17,179 | $1.9M |
| Archvest Wealth Advisors, Inc. | 1.21% | Reduce -0.4% | 16,985 | $1.9M |
| Fortis Group Advisors, LLC | 0.31% | Add +124.7% | 16,780 | $1.9M |
| First American Trust, FSB | 0.13% | Add +1.7% | 16,861 | $1.9M |
| DV Trading LLC | 0.17% | Reduce -29.8% | 16,728 | $1.8M |
| Fairway Wealth LLC | 0.48% | No change | 16,623 | $1.8M |
| Independent Family Office, LLC | 0.75% | No change | 16,526 | $1.8M |
| Whalen Wealth Management Inc. | 0.98% | Add +9.6% | 16,503 | $1.8M |
| Deutsche Bank AG | 0.00% | Reduce -8.9% | 16,452 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +0.0% | 16,444 | $1.8M |
| Modern Wealth Management, LLC | 0.03% | Reduce -42.1% | 16,338 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Reduce -2.6% | 16,318 | $1.8M |
| Split Rock Private Trading & Wealth Management, LLC | 1.39% | New | 16,213 | $1.8M |
| Trek Financial, LLC | 0.09% | Add +35.4% | 16,119 | $1.8M |
| Brookstone Capital Management | 0.02% | Add +0.3% | 16,061 | $1.8M |
| Madden Advisory Services, Inc. | 0.70% | Add +15.6% | 16,055 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -1.5% | 16,052 | $1.8M |
| Independent Advisor Alliance | 0.02% | New | 16,022 | $1.8M |
| Biondo Investment Advisors, LLC | 0.23% | Add +7.5% | 15,932 | $1.8M |
| Zhang Financial LLC | 0.06% | Reduce -15.2% | 15,922 | $1.8M |
| True Blue Financial, LLC | 1.38% | Add +1.3% | 15,909 | $1.8M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -42.5% | 15,690 | $1.8M |
| Harbour Investments, Inc. | 0.03% | Add +39.2% | 15,794 | $1.7M |
| Ellis Investment Partners, LLC | 0.30% | Add +0.6% | 15,788 | $1.7M |
| Climber Capital SA | 1.14% | Reduce -31.6% | 15,770 | $1.7M |
| Cannon Financial Strategists, Inc. | 0.23% | Reduce -1.3% | 15,739 | $1.7M |
| Tiaa Trust, National Association | 0.10% | Reduce -62.8% | 15,633 | $1.7M |
| Blue Fin Capital, Inc. | 0.28% | Add +3.9% | 15,607 | $1.7M |
| AQR Capital Management | 0.00% | Add +3.5% | 15,561 | $1.7M |
| VestGen Advisors, LLC | 0.05% | Add +170.1% | 15,448 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.7% | 15,315 | $1.7M |
| Fiducient Advisors LLC | 0.22% | Add +5.8% | 15,266 | $1.7M |
| Trust Co. of Toledo NA | 0.16% | Add +1.1% | 15,170 | $1.7M |
| Brookwood Investment Group LLC | 0.21% | Reduce -18.8% | 15,156 | $1.7M |
| Wealthspire Advisors, LLC | 0.01% | Add +32.3% | 15,151 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +149.5% | 15,065 | $1.7M |
| American Investment Services, Inc. | 0.37% | Add +2.1% | 14,979 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +198.0% | 14,838 | $1.6M |
| Spring Capital Management, LLC | 0.82% | No change | 14,686 | $1.6M |
| Pflug Koory, LLC | 0.74% | No change | 14,673 | $1.6M |
| CPA Asset Management Group, LLC | 0.54% | No change | 14,657 | $1.6M |
| Sterling Financial Planning, Inc. | 0.47% | Reduce -4.0% | 14,276 | $1.6M |
| Darden Wealth Group Inc | 0.80% | Reduce -4.5% | 14,220 | $1.6M |
| First National Trust Co | 0.05% | Add +20.4% | 14,176 | $1.6M |
| City State Bank | 0.40% | Reduce -1.7% | 14,130 | $1.6M |
| Patton Albertson Miller Group, LLC | 0.18% | Reduce -0.3% | 14,116 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +16.0% | 13,995 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -10.5% | 13,789 | $1.5M |
| National Bank of Canada | 0.00% | Reduce -70.5% | 13,761 | $1.5M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -10.2% | 13,660 | $1.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +37.5% | 13,644 | $1.5M |
| William Howard & Co Financial Advisors Inc | 1.28% | No change | 13,410 | $1.5M |
| SouthState Bank Corp | 0.07% | Reduce -2.8% | 13,406 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -12.1% | 13,347 | $1.5M |
| TD Private Client Wealth LLC | 0.03% | Reduce -7.6% | 13,288 | $1.5M |
| Aviance Capital Partners, LLC | 0.17% | Add +43.0% | 13,270 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -27.0% | 13,256 | $1.5M |
| Forthright Family Wealth Advisory LLC | 0.98% | New | 13,604 | $1.5M |
| Brighton Jones LLC | 0.03% | New | 13,228 | $1.5M |
| WASHINGTON TRUST Co | 0.05% | Reduce -17.2% | 13,225 | $1.5M |
| Larson Financial Group LLC | 0.05% | Reduce -17.8% | 13,219 | $1.5M |
| E&G Advisors, LLC | 0.32% | Reduce -0.4% | 13,145 | $1.4M |
| PFG Investments, LLC | 0.07% | Reduce -3.7% | 12,879 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +43.5% | 12,667 | $1.4M |
| Sepio Capital, LP | 0.08% | Add +31.5% | 12,535 | $1.4M |
| Basecamp Wealth Advisors LLC | 0.28% | New | 12,448 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -10.3% | 12,414 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +10.3% | 12,359 | $1.4M |
| Itau Unibanco Holding S.A. | 0.03% | Add +126.1% | 12,295 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -5.5% | 12,280 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +43.8% | 12,153 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +0.5% | 12,120 | $1.3M |
| Ascentis Independent Advisors | 0.10% | Add +451.1% | 12,009 | $1.3M |
| Calder Financial LLC | 1.30% | Reduce -2.9% | 11,855 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -2.9% | 11,826 | $1.3M |
| SBI Securities Co., Ltd. | 0.04% | Add +5.8% | 11,809 | $1.3M |
| Milestones Private Investment Advisors LLC | 1.14% | Reduce -3.6% | 11,772 | $1.3M |
| Founders Financial Securities LLC | 0.07% | Add +5.5% | 11,591 | $1.3M |
| Arrow Investment Advisors, LLC | 1.37% | No change | 11,631 | $1.3M |
| Legal & General Group Plc | 0.00% | Add +218.2% | 11,600 | $1.3M |
| Note Advisors, LLC | 0.63% | Reduce -1.1% | 11,432 | $1.3M |
| Exit Wealth Advisors, LLC. | 0.65% | Add +37.8% | 11,425 | $1.3M |
| CWC Advisors, LLC. | 0.60% | Add +5.0% | 11,418 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -26.4% | 11,244 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +23.4% | 11,030 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Add +35.5% | 11,009 | $1.2M |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 10,990 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -5.6% | 10,972 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -3.4% | 10,920 | $1.2M |
| Chemistry Wealth Management LLC | 0.21% | Add +4.0% | 10,861 | $1.2M |
| Gateway Wealth Partners, LLC | 0.05% | New | 10,853 | $1.2M |
| Bearing Point Capital, LLC | 0.18% | Reduce -6.0% | 10,662 | $1.2M |
| Unique Wealth Strategies, LLC | 0.48% | Add +10.5% | 10,600 | $1.2M |
| Simplex Trading, LLC | 0.04% | New | 10,586 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.0% | 10,572 | $1.2M |
| McCartney Wealth Management LLC | 0.97% | Add +3.2% | 10,450 | $1.2M |
| Mma Asset Management LLC | 0.40% | Reduce -15.5% | 10,418 | $1.1M |
| Arcataur Capital Management LLC | 0.32% | No change | 10,399 | $1.1M |
| Courier Capital LLC | 0.06% | Reduce -6.2% | 10,375 | $1.1M |
| OneAscent Financial Services LLC | 0.06% | New | 10,329 | $1.1M |
| Town Capital LLC | 0.92% | New | 10,269 | $1.1M |
| Gould Asset Management LLC | 0.20% | Add +15.2% | 10,241 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.22% | Reduce -3.1% | 10,238 | $1.1M |
| VestGen Investment Management | 0.62% | Reduce -3.5% | 10,223 | $1.1M |
| Bank of Marin | 0.82% | Add +4.9% | 10,218 | $1.1M |
| Arta Finance Wealth Management LLC | 0.56% | Add +58.5% | 10,196 | $1.1M |
| 180 Wealth Advisors, LLC | 0.13% | Reduce -9.4% | 10,147 | $1.1M |
| Maridea Wealth Management LLC | 0.16% | Add +8.8% | 10,034 | $1.1M |
| Fiduciary Trust Co | 0.01% | Add +29.9% | 10,000 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Add +0.1% | 9,972 | $1.1M |
| Allworth Financial LP | 0.00% | Add +0.8% | 9,951 | $1.1M |
| BOS Asset Management, LLC | 0.28% | No change | 9,916 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -2.9% | 9,875 | $1.1M |
| &partners | 0.01% | Reduce -15.1% | 9,864 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -29.1% | 9,860 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | Add +0.2% | 9,839 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.3% | 9,808 | $1.1M |
| First United Bank & Trust | 0.35% | Add +50.9% | 9,696 | $1.1M |
| Capstone Wealth Management Group LLC | 0.66% | Add +11.9% | 9,651 | $1.1M |
| Jacobi Capital Management LLC | 0.06% | Add +1.2% | 9,643 | $1.1M |
| Apella Capital, LLC | 0.02% | Add +8.2% | 9,495 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -2.2% | 9,577 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -2.7% | 9,575 | $1.1M |
| SMART Wealth LLC | 0.31% | New | 9,534 | $1.1M |
| Parkside Financial Bank & Trust | 0.08% | Reduce -5.5% | 9,355 | $1.0M |
| Naples Global Advisors, LLC | 0.07% | Add +13.4% | 9,280 | $1.0M |
| WESPAC Advisors, LLC | 0.56% | Add +277.2% | 9,268 | $1.0M |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -2.4% | 9,226 | $1.0M |
| National Philanthropic Trust | 0.01% | No change | 9,201 | $1.0M |
| Edgestream Partners, L.P. | 0.03% | Reduce -73.8% | 9,162 | $1.0M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -38.5% | 9,101 | $1.0M |
| Plan Group Financial, LLC | 0.24% | Add +335.0% | 9,117 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +2.0% | 9,032 | $997K |
| FourThought Financial Partners, LLC | 0.09% | New | 9,023 | $996K |
| Nest Investments, LLC | 0.80% | Add +4.9% | 8,941 | $987K |
| Fell Capital Management | 0.94% | Add +4.7% | 8,920 | $984K |
| Shayne & Jacobs, LLC | 0.30% | Reduce -0.5% | 8,840 | $976K |
| Cresset Asset Management, LLC | 0.00% | Add +16.0% | 8,825 | $974K |
| Readystate Asset Management LP | 0.10% | New | 8,662 | $956K |
| Sowell Financial Services LLC | 0.04% | Add +4.1% | 8,577 | $947K |
| Fund Evaluation Group, LLC | 0.03% | No change | 8,554 | $944K |
| Seldon Capital LP | 0.35% | No change | 8,515 | $940K |
| Performance Wealth Partners, LLC | 0.03% | Reduce -0.8% | 8,489 | $937K |
| Sovereign Financial Group, Inc. | 0.16% | Reduce -8.9% | 8,456 | $933K |
| Waystone Advisors LLC | 0.83% | Reduce -5.2% | 8,449 | $932K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -3.5% | 8,438 | $931K |
| Zinnia Wealth Advisory, LLC | 1.03% | Add +40.4% | 8,349 | $921K |
| Christensen, King & Associates Investment Services, Inc. | 0.39% | Reduce -3.8% | 8,279 | $914K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -35.1% | 8,276 | $913K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 8,116 | $896K |
| Palisade Asset Management, LLC | 0.09% | No change | 8,106 | $895K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +0.5% | 8,099 | $894K |
| Keel Point, LLC | 0.06% | Reduce -8.6% | 8,087 | $892K |
| Fox Hill Wealth Management | 0.43% | Reduce -2.5% | 8,045 | $888K |
| TritonPoint Partners, LLC | 0.33% | Add +2.7% | 8,014 | $884K |
| Florin Court Capital LLP | 3.33% | No change | 8,000 | $883K |
| James Hambro & Partners LLP | 0.03% | New | 7,985 | $881K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -3.0% | 7,958 | $878K |
| Portside Wealth Group, LLC | 0.12% | Reduce -4.2% | 7,770 | $857K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +0.2% | 7,723 | $852K |
| Kelsey Financial, LLC | 0.74% | Add +1.8% | 7,709 | $851K |
| Vise Technologies, Inc. | 0.02% | No change | 7,699 | $846K |
| Tower Bridge Advisors | 0.08% | New | 7,578 | $836K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -0.7% | 7,486 | $826K |
| Atria Investments, Inc | 0.01% | Reduce -27.6% | 7,454 | $823K |
| Cedrus Wealth Group LLC | 0.91% | Add +2.4% | 7,400 | $817K |
| Chapin Davis, Inc. | 0.18% | Reduce -3.1% | 7,382 | $815K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -0.5% | 7,336 | $810K |
| Balefire, LLC | 0.15% | Add +7.2% | 7,326 | $808K |
| TFB Advisors LLC | 0.42% | Reduce -19.4% | 7,322 | $808K |
| Diversify Wealth Management, LLC | 0.01% | Add +50.4% | 7,195 | $801K |
| Kelleher Financial Advisors | 0.20% | No change | 7,220 | $797K |
| Capital Analysts, LLC | 0.02% | Reduce -6.8% | 7,103 | $784K |
| Nvwm, LLC | 0.17% | Add +281.7% | 7,100 | $784K |
| Wellington Shields & Co., LLC | 0.20% | No change | 7,067 | $780K |
| Banque Pictet & Cie SA | 0.01% | No change | 7,050 | $778K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +100.9% | 6,996 | $772K |
| Farrell Financial LLC | 0.46% | Reduce -2.4% | 6,950 | $767K |
| Interactive Financial Advisors, Inc. | 0.50% | Add +4.8% | 6,926 | $764K |
| Rossby Financial, LCC | 0.16% | Add +23.7% | 6,919 | $764K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +16.8% | 6,908 | $762K |
| Smith, Moore & Co. | 0.06% | Reduce -1.3% | 6,863 | $757K |
| Faithward Advisors, LLC | 0.11% | Add +20.5% | 6,853 | $756K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -5.4% | 6,850 | $756K |
| Chesley Taft & Associates LLC | 0.03% | No change | 6,818 | $752K |
| Klingenstein Fields & Co. LP | 0.03% | Reduce -0.7% | 6,814 | $752K |
| Atlas Brown,Inc. | 0.23% | Reduce -3.0% | 6,811 | $752K |
| Hanson & Doremus Investment Management | 0.09% | Add +146.5% | 6,774 | $748K |
| Planned Solutions, Inc. | 0.24% | No change | 6,707 | $740K |
| Fiduciary Financial Group, LLC | 0.10% | Reduce -26.9% | 6,667 | $736K |
| Turim 21 Investimentos Ltda. | 0.18% | No change | 6,570 | $725K |
| Regal Investment Advisors LLC | 0.04% | Add +0.8% | 6,559 | $724K |
| WealthTrust Axiom LLC | 0.18% | No change | 6,500 | $717K |
| Cauble & Harre Wealth Management, Inc. | 0.57% | Add +0.1% | 6,453 | $717K |
| Bigelow Investment Advisors, LLC | 0.29% | Reduce -1.0% | 6,487 | $716K |
| Gambit Capital Management, LLC | 0.51% | New | 6,452 | $712K |
| Summa Corp. | 0.29% | No change | 6,430 | $710K |
| StoneX Group Inc. | 0.04% | Reduce -33.5% | 6,426 | $709K |
| Headlands Technologies LLC | 0.08% | Add +8.9% | 6,381 | $704K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.8% | 6,343 | $700K |
| J2 Capital Management Inc | 0.48% | Add +3.7% | 6,331 | $699K |
| Red Wave Investments LLC | 0.21% | No change | 6,325 | $698K |
| Northern Trust Corp. | 0.00% | Add +3.3% | 6,321 | $698K |
| Western Wealth Management, LLC | 0.03% | New | 6,261 | $691K |
| Sidoxia Capital Management, LLC | 0.59% | — | 6,209 | $685K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +14.8% | 6,200 | $684K |
| Fifth Third Securities, Inc. | 0.04% | Add +78.4% | 6,149 | $679K |
| Charter Capital Management, LLC\DE | 0.34% | Add +1.5% | 6,148 | $678K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -45.1% | 6,120 | $675K |
| Tiemann Investment Advisors, LLC | 0.26% | No change | 6,095 | $673K |
| Great Hill Capital LLC | 0.42% | Add +95.7% | 6,067 | $670K |
| DecisionMap Wealth Management, LLC | 0.43% | Reduce -2.1% | 6,058 | $669K |
| Tranquilli Financial Advisor LLC | 0.39% | Reduce -1.0% | 6,037 | $666K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,998 | $662K |
| Jane Street Group, LLC | 0.00% | Add +95.8% | 5,988 | $661K |
| Busey Bank | 0.02% | Reduce -2.1% | 5,979 | $660K |
| Avos Capital Management, LLC | 0.26% | Reduce -51.6% | 5,975 | $659K |
| Inscription Capital, LLC | 0.07% | Reduce -1.4% | 5,958 | $657K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -4.2% | 5,955 | $657K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -1.0% | 5,923 | $654K |
| Johnson Financial Group, LLC | 0.04% | No change | 5,906 | $652K |
| Avior Wealth Management, LLC | 0.02% | Add +0.5% | 5,870 | $648K |
| Gibson Capital, LLC | 0.12% | Add +13.0% | 5,840 | $644K |
| Summitry LLC | 0.02% | No change | 5,805 | $641K |
| Glenview Trust Co | 0.01% | No change | 5,765 | $636K |
| HCR Wealth Advisors | 0.07% | Add +89.5% | 5,715 | $631K |
| Awm Capital, LLC | 0.06% | Reduce -0.9% | 5,674 | $626K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.4% | 5,653 | $624K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +2.6% | 5,603 | $618K |
| Single Point Partners, LLC | 0.12% | Add +7.1% | 5,563 | $614K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.1% | 5,552 | $613K |
| Citizens & Northern Corp. | 0.15% | Add +2.5% | 5,540 | $611K |
| TrustWell Financial Advisors, LLC | 0.57% | Add +1.1% | 5,515 | $609K |
| Stephens Inc. | 0.01% | Reduce -1.8% | 5,473 | $604K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | No change | 5,454 | $602K |
| Canandaigua National Corp. | 0.05% | — | 5,447 | $601K |
| Northwest Wealth Management, LLC | 0.09% | Reduce -22.1% | 5,444 | $601K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +6.8% | 5,440 | $600K |
| American Trust | 0.05% | Reduce -11.6% | 5,438 | $600K |
| Rik Saylor Financial, Inc. | 0.45% | Reduce -0.2% | 5,407 | $597K |
| American Financial Advisors, LLC | 0.08% | Reduce -4.2% | 5,354 | $591K |
| FC Advisory LLC | 0.17% | No change | 5,343 | $590K |
| Atwater Malick LLC | 0.16% | Reduce -12.4% | 5,250 | $579K |
| Flagstar Securities, Inc. | 0.21% | Add +44.1% | 5,232 | $577K |
| Baldwin Investment Management, LLC | 0.07% | No change | 5,200 | $574K |
| Summit Wealth Group, LLC | 0.13% | Reduce -6.5% | 5,185 | $572K |
| BCS Private Wealth Management, Inc. | 0.17% | No change | 5,070 | $560K |
| Rosenblum Silverman Sutton S F Inc. | 0.15% | No change | 5,070 | $560K |
| PFG Advisors | 0.03% | Reduce -12.8% | 5,058 | $558K |
| FSA Investment Group, LLC | 0.22% | No change | 5,054 | $558K |
| Shade Tree Advisors LLC | 0.40% | No change | 5,036 | $556K |
| Bath Savings Trust Co | 0.06% | Add +1.0% | 5,035 | $556K |
| Carr Financial Group Corp | 0.15% | No change | 5,033 | $555K |
| Baker Ellis Asset Management LLC | 0.07% | No change | 5,000 | $552K |
| Alpha Financial Partners LLC | 0.33% | New | 4,986 | $550K |
| Quest 10 Wealth Builders, Inc. | 0.48% | Reduce -0.4% | 4,944 | $546K |
| Hardin Capital Partners, LLC | 0.25% | Reduce -4.7% | 4,934 | $544K |
| Spire Wealth Management | 0.02% | Reduce -93.3% | 4,921 | $543K |
| Johnson Investment Counsel Inc. | 0.00% | New | 4,875 | $538K |
| Private Harbour Investment Management & Counsel, LLC | 0.59% | Reduce -1.0% | 4,855 | $536K |
| Bar Harbor Wealth Management | 0.03% | Add +24.7% | 4,833 | $533K |
| DMC Group, LLC | 0.36% | Reduce -23.4% | 4,812 | $531K |
| Upper Left Wealth Management, LLC | 0.31% | Reduce -1.2% | 4,811 | $531K |
| Ancora Advisors LLC | 0.01% | No change | 4,793 | $529K |
| Elm Partners Management LLC | 0.02% | Reduce -6.4% | 4,787 | $528K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -0.5% | 4,774 | $527K |
| Aspiriant, LLC | 0.01% | Add +9.0% | 4,766 | $526K |
| Mezzasalma Advisors, LLC | 0.13% | Reduce -89.8% | 4,754 | $525K |
| Verus Capital Partners, LLC | 0.04% | Add +2.4% | 4,724 | $521K |
| Caldwell Trust Co | 0.05% | Reduce -14.4% | 4,718 | $521K |
| Corepath Wealth Partners LLC | 0.35% | No change | 4,694 | $521K |
| Gill Capital Partners, LLC | 0.15% | No change | 4,711 | $520K |
| Clearview Wealth Management LLC | 0.37% | — | 4,682 | $517K |
| 10Elms LLP | 0.35% | Add +14.8% | 4,663 | $515K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -37.0% | 4,663 | $515K |
| W1M Asset Management Ltd | 0.01% | Reduce -2.7% | 4,635 | $511K |
| Syntax Research, Inc. | 0.33% | No change | 4,633 | $511K |
| Councilor Wealth, LLC | 0.25% | No change | 4,619 | $510K |
| Lynx Investment Advisory | 0.24% | Add +65.9% | 4,596 | $507K |
| Legacy Financial Independent Advisors LLC | 0.26% | — | 4,570 | $504K |
| Portfolio Resources Advisor Group, Inc. | 0.50% | Add +0.4% | 4,569 | $504K |
| Clarity Financial LLC | 0.05% | Add +7.6% | 4,568 | $504K |
| Tilia Fiduciary Partners, Inc. | 0.28% | Reduce -5.4% | 4,551 | $502K |
| Jeppson Wealth Management, LLC | 0.16% | No change | 4,531 | $500K |
| Transmarket Holdings LP | 0.27% | New | 4,524 | $499K |
| Virtue Asset Management LLC | 0.41% | Reduce -3.5% | 4,505 | $497K |
| Envision Financial LLC | 0.27% | Reduce -50.0% | 4,500 | $497K |
| Integrity Alliance, Llc. | 0.02% | Reduce -11.6% | 4,500 | $497K |
| Oder Investment Management, LLC | 0.38% | Reduce -4.8% | 4,493 | $496K |
| Flaharty Asset Management, LLC | 0.06% | No change | 4,466 | $493K |
| Winter & Associates, Inc. | 0.42% | Reduce -24.7% | 4,359 | $483K |
| First Growth Capital LLC | 0.43% | Add +10.8% | 4,315 | $476K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 4,314 | $476K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.9% | 4,295 | $474K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -8.4% | 4,274 | $472K |
| Hardy Reed LLC | 0.03% | No change | 4,272 | $471K |
| Legacy PCG, LLC | 2.57% | Reduce -82.3% | 4,268 | $471K |
| Godfrey Financial Associates, Inc. | 0.40% | Reduce -0.5% | 4,224 | $466K |
| Ascent Group, LLC | 0.02% | Reduce -7.7% | 4,210 | $465K |
| Courage Miller Partners, LLC | 0.13% | No change | 4,177 | $461K |
| AlphaCore Capital LLC | 0.01% | Reduce -3.2% | 4,118 | $454K |
| Ground Swell Capital, LLC | 0.94% | New | 4,108 | $453K |
| Parker Financial LLC | 0.18% | Reduce -5.4% | 4,102 | $453K |
| NorthLanding Financial Partners, LLC | 0.36% | No change | 4,101 | $453K |
| Tyche Wealth Partners LLC | 0.07% | No change | 4,098 | $452K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.1% | 4,082 | $451K |
| Auour Investments LLC | 0.14% | Add +2.3% | 4,072 | $449K |
| Westfuller Advisors, LLC | 0.19% | Reduce -33.5% | 4,056 | $448K |
| Smith Thornton Advisors LLC | 0.22% | No change | 4,035 | $445K |
| Boston Family Office LLC | 0.03% | Add +42.6% | 4,016 | $443K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 4,011 | $443K |
| Market Street Wealth Management Advisors LLC | 0.07% | No change | 4,007 | $442K |
| Matrix Trust Co | 0.07% | Add +8.3% | 3,993 | $441K |
| ATLas Financial Planning LLC | 0.39% | Add +93.6% | 3,986 | $440K |
| Stronghold Wealth Management L.L.C. | 0.66% | Add +37.0% | 3,952 | $436K |
| Clearstead Advisors, LLC | 0.00% | Reduce -14.6% | 3,950 | $436K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -1.9% | 3,930 | $434K |
| Invesco Ltd. | 0.00% | Add +0.3% | 3,924 | $433K |
| Old National Bancorp | 0.01% | Add +102.6% | 3,914 | $432K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +12.4% | 3,912 | $432K |
| KG Capital Management | 0.31% | New | 3,908 | $431K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +18.7% | 3,899 | $430K |
| Eq Wealth Advisors, LLC | 0.25% | Reduce -2.7% | 3,895 | $430K |
| FWG Holdings, LLC | 0.16% | New | 3,875 | $429K |
| Wealthfront Advisers LLC | 0.00% | Add +23.1% | 3,889 | $429K |
| Grandview Asset Management LLC | 0.13% | Reduce -12.0% | 3,887 | $429K |
| Camelot Technology Advisors, Inc. | 0.31% | Add +76.4% | 3,885 | $429K |
| Evelyn Partners Asset Management Ltd | 0.11% | No change | 3,882 | $428K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +950.3% | 3,865 | $427K |
| Houlihan Financial Resource Group, Ltd. | 0.17% | No change | 3,846 | $424K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.6% | 3,818 | $421K |
| Visionary Wealth Advisors | 0.02% | Reduce -10.1% | 3,805 | $420K |
| EFG International AG | 0.01% | Add +23.1% | 3,784 | $418K |
| XTX Topco Ltd | 0.01% | Reduce -9.4% | 3,776 | $417K |
| North Star Investment Management Corp. | 0.03% | Add +15.2% | 3,749 | $414K |
| Private Trust Co. NA | 0.04% | Add +2.6% | 3,729 | $412K |
| Silverlake Wealth Management LLC | 0.09% | No change | 3,711 | $410K |
| Fisher Asset Management | 0.00% | Reduce -12.0% | 3,689 | $407K |
| Capital Wealth Alliance, LLC | 0.18% | Reduce -0.3% | 3,658 | $404K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -3.9% | 3,644 | $402K |
| Alliance Wealth Advisors, LLC | 0.09% | Reduce -52.8% | 3,641 | $402K |
| Ares Financial Consulting, LLC | 0.31% | Add +17.8% | 3,624 | $400K |
| International Private Wealth Advisors LLC | 0.24% | Add +2.6% | 3,612 | $399K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +55.2% | 3,576 | $395K |
| Prentiss Smith & Co. Inc. | 0.23% | No change | 3,570 | $394K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +15.3% | 3,568 | $394K |
| WFA of San Diego, LLC | 0.32% | Reduce -1.3% | 3,564 | $393K |
| Journey Advisory Group, LLC | 0.03% | Reduce -5.6% | 3,551 | $392K |
| World Investment Advisors | 0.01% | Add +1.3% | 3,544 | $391K |
| Valmark Advisers, Inc. | 0.00% | Add +4.5% | 3,541 | $391K |
| Successful Portfolios LLC | 0.21% | No change | 3,531 | $390K |
| TCFG Wealth Management, LLC | 0.15% | No change | 3,524 | $389K |
| TCFG Investment Advisors, LLC | 0.15% | — | 3,524 | $389K |
| Pekin Hardy Strauss, Inc. | 0.04% | Add +4.5% | 3,508 | $387K |
| Rehmann Capital Advisory Group | 0.02% | No change | 3,500 | $386K |
| Evanson Asset Management, LLC | 0.02% | Reduce -6.1% | 3,486 | $385K |
| Middleton & Co. Inc. | 0.04% | No change | 3,484 | $384K |
| HB Wealth Management, LLC | 0.00% | Add +0.6% | 3,477 | $384K |
| Moors & Cabot, Inc. | 0.02% | Reduce -35.9% | 3,469 | $383K |
| Pinnacle Financial Group, LLC / IL | 0.10% | No change | 3,463 | $382K |
| BSW Wealth Partners | 0.05% | Add +3.6% | 3,436 | $379K |
| Crusonia Wealth Advisors LLC | 0.08% | New | 3,407 | $376K |
| Dorato Capital Management | 0.28% | No change | 3,384 | $375K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 3,397 | $375K |
| Ghe, LLC | 0.15% | No change | 3,364 | $371K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -25.3% | 3,340 | $369K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,310 | $365K |
| SageView Advisory Group, LLC | 0.01% | Reduce -10.1% | 3,293 | $363K |
| Guardian Partners Inc. | 0.03% | Add +0.0% | 3,301 | $362K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.3% | 3,266 | $360K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -6.1% | 3,258 | $360K |
| Banco Santander, S.A. | 0.00% | No change | 3,246 | $358K |
| Westmount Partners, LLC | 0.09% | No change | 3,240 | $358K |
| HRT Financial LP | 0.00% | New | 3,231 | $356K |
| Midwest Trust Co | 0.00% | Add +26.6% | 3,224 | $356K |
| FSM Wealth Advisors, LLC | 0.05% | Reduce -20.4% | 3,207 | $354K |
| United Asset Strategies, Inc. | 0.03% | Add +2.1% | 3,185 | $352K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 3,180 | $351K |
| Main Street Financial Solutions, LLC | 0.03% | Add +34.5% | 3,158 | $348K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 3,149 | $348K |
| Retireful, LLC | 0.49% | Reduce -8.5% | 3,149 | $348K |
| Baker Avenue Asset Management, LP | 0.01% | Add +1.3% | 3,139 | $346K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -2.6% | 3,133 | $346K |
| Narus Financial Partners, LLC | 0.09% | Add +33.2% | 3,117 | $344K |
| Aletheian Wealth Advisors LLC | 0.17% | — | 3,098 | $342K |
| RS Crum Inc. | 0.07% | No change | 3,097 | $342K |
| Silvia McColl Wealth Management, LLC | 0.22% | No change | 3,055 | $337K |
| Mainsail Financial Group, LLC | 0.14% | No change | 3,053 | $337K |
| Harbor Capital Advisors, Inc. | 0.03% | Add +45.3% | 3,044 | $336K |
| Safeguard Investment Advisory Group, LLC | 0.09% | Reduce -6.7% | 3,015 | $333K |
| First National Bank of Omaha | 0.01% | Reduce -0.6% | 3,009 | $332K |
| Nautilus Advisors LLC | 0.23% | No change | 3,000 | $331K |
| Clear Investment Research, LLC | 0.51% | Add +42.6% | 2,980 | $329K |
| SilverOak Wealth Management LLC | 0.05% | No change | 2,963 | $327K |
| CLG LLC | 0.08% | No change | 2,961 | $327K |
| Coastline Trust Co | 0.03% | Add +5.2% | 2,955 | $326K |
| Cannell & Spears LLC | 0.01% | New | 2,955 | $326K |
| Mosley Wealth Management | 0.15% | Reduce -23.0% | 2,927 | $326K |
| Hegarty Advisors, LLC | 0.26% | No change | 2,939 | $324K |
| DGS Capital Management, LLC | 0.05% | New | 2,925 | $323K |
| Latitude Advisors, LLC | 0.15% | Reduce -2.9% | 2,924 | $323K |
| McAdam, LLC | 0.01% | Reduce -3.8% | 2,906 | $321K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 2,889 | $319K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -0.2% | 2,888 | $319K |
| Csenge Advisory Group | 0.01% | Reduce -9.1% | 2,877 | $317K |
| LPWM LLC | 0.08% | Add +4.4% | 2,861 | $316K |
| Brooklyn Investment Group | 0.01% | New | 2,827 | $312K |
| IVC Wealth Advisors LLC | 0.14% | Reduce -7.9% | 2,822 | $311K |
| Creekside Partners | 0.13% | No change | 2,802 | $309K |
| West Paces Advisors Inc. | 0.06% | Add +21.7% | 2,800 | $309K |
| Simplicity Wealth,LLC | 0.02% | Add +0.9% | 2,800 | $309K |
| Park Edge Advisors, LLC | 0.07% | Reduce -7.9% | 2,791 | $308K |
| Alhambra Investment Management LLC | 0.14% | No change | 2,776 | $306K |
| Quantinno Capital Management LP | 0.00% | Add +25.5% | 2,773 | $306K |
| W.H. Cornerstone Investments Inc. | 0.19% | Add +6.6% | 2,770 | $306K |
| Austin Asset Management Co Inc | 0.05% | Reduce -61.0% | 2,762 | $305K |
| Signet Financial Management, LLC | 0.03% | Add +0.4% | 2,761 | $305K |
| Kintra Wealth, LLC | 0.02% | New | 2,740 | $302K |
| Uniting Wealth Partners, LLC | 0.06% | New | 2,728 | $301K |
| Alan B Lancz & Associates, Inc. | 0.29% | No change | 2,725 | $301K |
| Hickory Point Bank & Trust | 0.20% | Add +2.1% | 2,721 | $300K |
| Valued Retirements, Inc. | 0.29% | Reduce -2.2% | 2,701 | $298K |
| Focus Financial Network, Inc. | 0.01% | Reduce -37.5% | 2,698 | $298K |
| Asset One Wealth Management LLC | 0.03% | New | 2,676 | $298K |
| ABLE Financial Group, LLC | 0.06% | No change | 2,692 | $297K |
| Wealth Quarterback LLC | 0.12% | Reduce -8.8% | 2,673 | $295K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,662 | $294K |
| Foundation Wealth Management, LLC\PA | 0.10% | Reduce -18.0% | 2,624 | $290K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.1% | 2,611 | $288K |
| Center for Financial Planning, Inc. | 0.03% | Reduce -2.7% | 2,580 | $285K |
| King Wealth Management Group | 0.04% | Reduce -3.8% | 2,567 | $283K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.4% | 2,531 | $279K |
| Angeles Wealth Management, LLC | 0.02% | No change | 2,516 | $278K |
| Davidson Trust Co. | 0.12% | No change | 2,510 | $277K |
| Rockport Wealth LLC | 0.05% | New | 2,500 | $276K |
| Paragon Capital Management Ltd | 0.06% | No change | 2,500 | $276K |
| LexAurum Advisors, LLC | 0.04% | — | 2,498 | $276K |
| Carnegie Investment Counsel | 0.01% | Reduce -2.3% | 2,496 | $275K |
| Brown Advisory Inc. | 0.00% | Reduce -1.7% | 2,496 | $275K |
| Venture Visionary Partners LLC | 0.01% | Reduce -8.1% | 2,478 | $273K |
| Compass Planning Associates Inc | 0.17% | No change | 2,470 | $273K |
| Smartleaf Asset Management LLC | 0.01% | Add +810.7% | 2,468 | $272K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.8% | 2,463 | $272K |
| Foundations Investment Advisors, LLC | 0.00% | Add +5.2% | 2,458 | $271K |
| Strategy Asset Managers LLC | 0.04% | Reduce -0.5% | 2,447 | $270K |
| AlTi Global, Inc. | 0.01% | Reduce -1.3% | 2,445 | $270K |
| Colony Family Offices, LLC | 0.07% | Add +8.4% | 2,421 | $267K |
| DKM Wealth Management, Inc. | 0.19% | No change | 2,412 | $266K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 2,405 | $265K |
| Mokosak Advisory Group, LLC | 0.07% | No change | 2,381 | $263K |
| American Wealth Advisors, LLC | 0.27% | No change | 2,378 | $262K |
| WealthSpring Partners, LLC | 0.24% | Reduce -7.4% | 2,377 | $262K |
| Grey Ledge Advisors, LLC | 0.06% | Reduce -2.0% | 2,370 | $262K |
| Roundview Capital LLC | 0.02% | No change | 2,364 | $261K |
| Werba Rubin Papier Wealth Management | 0.04% | Reduce -35.4% | 2,358 | $260K |
| Destination Wealth Management | 0.01% | Reduce -17.8% | 2,352 | $260K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -9.8% | 2,348 | $259K |
| Compound Planning, Inc. | 0.01% | Reduce -0.2% | 2,337 | $258K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -5.1% | 2,320 | $257K |
| Genesis Financial Group, LLC | 0.17% | Add +2.0% | 2,325 | $257K |
| Investment Advisory Group, LLC | 0.07% | No change | 2,321 | $256K |
| Strategic Point Investment Advisors, LLC | 0.04% | No change | 2,320 | $256K |
| Glass Jacobson Investment Advisors llc | 0.09% | Reduce -8.9% | 2,319 | $256K |
| Gilpin Wealth Management, LLC | 0.20% | Reduce -12.5% | 2,313 | $255K |
| Proficio Capital Partners LLC | 0.01% | No change | 2,310 | $255K |
| RDA Financial Network | 0.06% | Reduce -0.2% | 2,308 | $255K |
| TSG Advice Partners, LLC | 0.04% | No change | 2,302 | $254K |
| Old Mission Capital LLC | 0.01% | Reduce -94.2% | 2,290 | $253K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,272 | $251K |
| Grove Street Fiduciary, LLC | 0.11% | No change | 2,270 | $251K |
| S.A. Mason LLC | 0.09% | Add +2.3% | 2,266 | $250K |
| Capital Investment Management, Inc. | 0.09% | Add +13.2% | 2,261 | $250K |
| Kingsbury Capital Investment Advisors LLC | 0.23% | — | 2,257 | $249K |
| Cottonwood Capital Advisors, LLC | 0.17% | No change | 2,245 | $248K |
| Rodgers Brothers Inc. | 0.03% | No change | 2,243 | $248K |
| Strategic Financial Concepts, LLC | 0.06% | Add +10.2% | 2,244 | $248K |
| Forum Finance Group S.A. | 0.13% | — | 2,770 | $245K |
| Ritholtz Wealth Management | 0.00% | Add +0.3% | 2,218 | $245K |
| Family Investment Center, Inc. | 0.05% | Add +1.6% | 2,218 | $245K |
| JMN Financial LLC | 0.24% | New | 2,200 | $243K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -22.0% | 2,199 | $243K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 2,169 | $239K |
| Mainstay Capital Management LLC | 0.02% | No change | 2,164 | $239K |
| WJ Financial Advisors LLC | 0.19% | No change | 2,157 | $238K |
| Journey Strategic Wealth LLC | 0.01% | No change | 2,149 | $237K |
| TMB Capital Partners, LLC | 0.08% | Reduce -4.6% | 2,148 | $237K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -2.1% | 2,146 | $237K |
| Old Port Advisors | 0.05% | Reduce -7.5% | 2,131 | $235K |
| Wiregrass Investment Management LLC | 0.19% | No change | 2,100 | $232K |
| Rock Point Advisors, LLC | 0.06% | No change | 2,095 | $231K |
| Florida Financial Advisors, LLC | 0.06% | New | 2,090 | $231K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -20.5% | 2,085 | $230K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 2,070 | $228K |
| Wernau Asset Management Inc. | 0.24% | Add +4.6% | 2,068 | $228K |
| Todd Asset Management LLC | 0.00% | No change | 2,060 | $227K |
| Regions Financial Corp. | 0.00% | Reduce -63.6% | 2,049 | $226K |
| North Forty Two & Co. | 0.21% | No change | 2,048 | $226K |
| Ashton Thomas Securities, LLC | 0.03% | New | 2,045 | $226K |
| Tribridge Partners Financial LLC | 0.09% | No change | 2,035 | $225K |
| Fairfield, Bush & Co. | 0.12% | No change | 2,030 | $224K |
| Avalon Trust Co | 0.02% | Add +24.7% | 2,022 | $223K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | No change | 2,021 | $223K |
| Headinvest, LLC | 0.05% | Reduce -30.3% | 2,019 | $223K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | Reduce -16.3% | 2,018 | $223K |
| Bingham Private Wealth, LLC | 0.18% | Add +0.1% | 2,013 | $222K |
| Fourth Dimension Wealth, LLC | 0.08% | Reduce -16.6% | 2,011 | $222K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 2,009 | $222K |
| Northstar Asset Management Inc. | 0.07% | No change | 2,000 | $221K |
| Lazard Asset Management LLC | 0.00% | No change | 2,000 | $221K |
| Goldstone Financial Group, LLC | 0.02% | Reduce -0.1% | 1,996 | $220K |
| Vista Capital Partners, Inc. | 0.02% | Reduce -11.8% | 1,971 | $218K |
| Innova Wealth Partners | 0.10% | New | 1,959 | $216K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | No change | 1,958 | $216K |
| Certified Advisory Corp | 0.02% | New | 1,943 | $214K |
| Buckhead Capital Management LLC | 0.08% | No change | 1,938 | $214K |
| First Hawaiian Bank | 0.03% | No change | 1,936 | $214K |
| Sovran Advisors, LLC | 0.02% | Reduce -11.7% | 1,915 | $214K |
| Smithbridge Asset Management Inc. | 0.03% | Reduce -55.2% | 1,924 | $212K |
| Key Client Fiduciary Advisors, LLC | 0.07% | Reduce -0.9% | 1,903 | $210K |
| Texas Yale Capital Corp. | 0.01% | No change | 1,900 | $210K |
| Webster Bank, N. A. | 0.02% | No change | 1,896 | $209K |
| Curran Financial Partners, LLC | 0.04% | Add +0.1% | 1,892 | $209K |
| Sage Capital Management, LLC | 0.10% | New | 1,882 | $208K |
| Principle Wealth Partners LLC | 0.01% | No change | 1,878 | $207K |
| Finward Bancorp | 0.16% | No change | 1,856 | $205K |
| Pandowealth. LLC | 0.18% | No change | 1,849 | $204K |
| Pinnacle Holdings, LLC | 0.07% | Reduce -9.0% | 1,846 | $204K |
| Pathstone Holdings, LLC | 0.00% | Add +0.8% | 1,846 | $204K |
| Ofc Financial Planning, LLC | 0.20% | No change | 1,840 | $203K |
| Red Tortoise LLC | 0.09% | Reduce -1.0% | 1,839 | $203K |
| Triton Financial Group Inc | 0.35% | New | 1,836 | $202K |
| Archer Investment Management, LLC | 0.08% | Reduce -96.3% | 1,828 | $202K |
| Burling Wealth Partners, LLC | 0.03% | No change | 1,822 | $201K |
| Mayport, LLC | 0.04% | New | 1,815 | $200K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 1,803 | $199K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,712 | $189K |
| WealthShield Partners, LLC | 0.02% | Reduce -0.6% | 1,677 | $185K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +2.0% | 1,649 | $182K |
| Financial Network Wealth Advisors LLC | 0.18% | Reduce -0.1% | 1,606 | $177K |
| Sankala Group LLC | 0.14% | No change | 1,594 | $175K |
| Viewpoint Capital Management LLC | 0.08% | Reduce -16.2% | 1,550 | $171K |
| Copia Wealth Management | 0.12% | Add +143.1% | 1,546 | $171K |
| Powell Investment Advisors, LLC | 0.06% | No change | 1,540 | $170K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -6.7% | 1,482 | $164K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 1,474 | $163K |
| International Assets Investment Management, LLC | 0.01% | Add +53.4% | 1,393 | $154K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.2% | 1,379 | $152K |
| Kings Path Partners LLC | 0.05% | Add +3.7% | 1,317 | $145K |
| C M Bidwell & Associates Ltd. | 0.07% | No change | 1,269 | $140K |
| Axiom Investment Management LLC | 0.10% | — | 1,245 | $137K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -24.5% | 1,221 | $135K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -74.5% | 1,218 | $134K |
| Hyposwiss Advisors SA | 0.13% | No change | 1,195 | $132K |
| Aptus Capital Advisors, LLC | 0.00% | Add +7.4% | 1,180 | $130K |
| UMB Bank, n.a. | 0.00% | No change | 1,131 | $125K |
| Tidemark, LLC | 0.03% | Reduce -1.6% | 1,127 | $124K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -47.8% | 1,091 | $120K |
| Blue Trust, Inc. | 0.00% | Add +2.7% | 1,086 | $120K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,085 | $120K |
| Prudential PLC | 0.00% | New | 1,080 | $119K |
| Key Financial Inc | 0.02% | Reduce -0.2% | 1,059 | $117K |
| Barrett & Company, Inc. | 0.04% | Reduce -5.7% | 1,019 | $112K |
| City Holding Co. | 0.01% | No change | 1,003 | $111K |
| Archer Investment Corp | 0.02% | Reduce -43.1% | 997 | $110K |
| Wellington Grp LLC | 0.03% | Add +58.4% | 982 | $108K |
| Lanark Financial, Inc. | 0.01% | Add +0.6% | 968 | $107K |
| Crewe Advisors LLC | 0.01% | No change | 902 | $100K |
| Signaturefd, LLC | 0.00% | Add +87.0% | 894 | $99K |
| American Capital Advisory, LLC | 0.04% | New | 888 | $98K |
| Cornerstone Planning Group LLC | 0.01% | Add +34.2% | 879 | $98K |
| Pinney & Scofield, Inc. | 0.05% | No change | 878 | $97K |
| Consultiva Wealth Management, Corp. | 0.27% | No change | 853 | $94K |
| Founders Capital Management | 0.05% | No change | 843 | $93K |
| Mather Group, Llc. | 0.00% | New | 824 | $91K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 803 | $89K |
| Rialto Wealth Management, LLC | 0.02% | No change | 764 | $84K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -4.5% | 740 | $82K |
| Ameriflex Group, Inc. | 0.04% | No change | 737 | $81K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +1.5% | 731 | $81K |
| 2UniFi Bank | 0.04% | No change | 717 | $79K |
| Wellington-Altus USA Inc. | 0.05% | No change | 710 | $78K |
| Rothschild Investment LLC | 0.00% | Add +56.3% | 694 | $77K |
| Westside Investment Management, Inc. | 0.01% | No change | 689 | $76K |
| Essential Partners LLC | 0.03% | Reduce -5.8% | 677 | $75K |
| Breakwater Investment Management | 0.03% | No change | 654 | $72K |
| Front Row Advisors LLC | 0.02% | No change | 644 | $71K |
| Gen-Wealth Partners Inc | 0.02% | Add +4.8% | 630 | $70K |
| Raffa Wealth Management, LLC | 0.01% | No change | 621 | $69K |
| Three Bearings Fiduciary Advisors, Inc. | 0.07% | No change | 610 | $67K |
| Y.D. More Investments Ltd | 0.00% | Add +41.9% | 610 | $67K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 566 | $62K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 545 | $60K |
| MH & Associates Securities Management Corp. | 0.05% | No change | 540 | $60K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 536 | $59K |
| Root Financial Partners, LLC | 0.00% | Add +39.0% | 524 | $58K |
| NBT Bank, N.A. | 0.00% | Add +374.6% | 522 | $58K |
| Realta Investment Advisors | 0.02% | Add +159.2% | 521 | $58K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 515 | $57K |
| Clean Yield Group | 0.02% | No change | 500 | $55K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 494 | $55K |
| Seneschal Advisors, LLC | 0.04% | No change | 491 | $54K |
| Biltmore Family Office, LLC | 0.01% | No change | 490 | $54K |
| Founders Financial Alliance, LLC | 0.01% | Add +4.0% | 490 | $54K |
| Triumph Capital Management | 0.01% | Reduce -23.8% | 461 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.0% | 443 | $49K |
| Stone House Investment Management, LLC | 0.01% | Add +9.3% | 433 | $48K |
| True Link Financial Advisors, LLC | 0.00% | New | 400 | $44K |
| Golden State Wealth Management, LLC | 0.00% | No change | 396 | $44K |
| Quadrant Capital Group LLC | 0.00% | No change | 362 | $40K |
| Bfsg, LLC | 0.00% | No change | 361 | $40K |
| Eastern Bank | 0.00% | Reduce -16.1% | 354 | $39K |
| Bessemer Group Inc. | 0.00% | Reduce -9.6% | 358 | $39K |
| Game Plan Financial Advisors, LLC | 0.02% | Add +138.5% | 353 | $39K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 350 | $39K |
| Banque Transatlantique SA | 0.00% | No change | 350 | $39K |
| Strategic Wealth Advisors LLC | 0.03% | Reduce -14.3% | 347 | $38K |
| Creative Financial Designs Inc. | 0.00% | No change | 343 | $38K |
| St Germain D J Co. Inc. | 0.00% | No change | 336 | $37K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +151.1% | 334 | $37K |
| Ballast Advisors LLC | 0.01% | No change | 331 | $37K |
| Hilltop National Bank | 0.01% | No change | 330 | $36K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 330 | $36K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 328 | $36K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +15.9% | 320 | $35K |
| Pittenger & Anderson Inc. | 0.00% | No change | 308 | $34K |
| Opal Wealth Advisors, LLC | 0.01% | New | 307 | $34K |
| CENTRAL TRUST Co | 0.00% | No change | 306 | $34K |
| Signature Equity Partners, LLC | 0.02% | Reduce -3.8% | 301 | $33K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 287 | $32K |
| Holos Integrated Wealth LLC | 0.01% | No change | 261 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +1.9% | 262 | $29K |
| Gladwyn Financial Advisors, Inc. | 0.02% | Add +6.4% | 250 | $28K |
| William B. Walkup & Associates, Inc. | 0.02% | No change | 244 | $27K |
| Sound Income Strategies, LLC | 0.00% | Add +29.7% | 240 | $26K |
| Evolution Wealth Management Inc. | 0.02% | No change | 239 | $26K |
| Global Wealth Strategies & Associates | 0.01% | Add +2511.1% | 235 | $26K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 233 | $26K |
| TD Capital Management LLC | 0.00% | No change | 231 | $25K |
| Frisco Financial Planning LLC | 0.02% | New | 210 | $23K |
| Main Street Group, LTD | 0.01% | New | 207 | $23K |
| EPG Wealth Management LLC | 0.01% | No change | 205 | $23K |
| Friedenthal Financial | 0.01% | No change | 204 | $23K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 200 | $22K |
| Murphy & Mullick Capital Management Corp | 0.02% | Reduce -54.9% | 186 | $21K |
| Piscataqua Savings Bank | 0.01% | No change | 184 | $20K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | No change | 181 | $20K |
| Southern Michigan Bank & Trust | 0.01% | — | 175 | $19K |
| Colonial Trust Advisors | 0.00% | No change | 168 | $19K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 164 | $18K |
| Bangor Savings Bank | 0.00% | No change | 154 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 151 | $17K |
| ESL Trust Services, LLC | 0.00% | No change | 150 | $17K |
| Chesapeake Asset Management LLC | 0.01% | New | 147 | $16K |
| Tsfg, LLC | 0.00% | No change | 146 | $16K |
| DecisionPoint Financial, LLC | 0.00% | No change | 144 | $16K |
| Strategic Advocates LLC | 0.07% | No change | 143 | $16K |
| Bare Financial Services, Inc | 0.00% | No change | 140 | $15K |
| Glassman Wealth Services | 0.00% | No change | 137 | $15K |
| Bravera Wealth | 0.01% | No change | 131 | $14K |
| Tompkins Financial Corp. | 0.00% | No change | 128 | $14K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -8.2% | 124 | $14K |
| Park Square Financial Group, LLC | 0.10% | Reduce -52.3% | 122 | $13K |
| IFG Advisory, LLC | 0.04% | Reduce -96.0% | 114 | $13K |
| Marin Bay Wealth Advisors, LLC | 0.01% | New | 12,525 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 113 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 111 | $12K |
| SYM FINANCIAL Corp | 0.00% | New | 105 | $12K |
| 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 |
| IAG Wealth Partners, LLC | 0.00% | Add +20.5% | 100 | $11K |
| HM Payson & Co. | 0.00% | No change | 100 | $11K |
| Crews Bank & Trust | 0.00% | New | 97 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 92 | $10K |
| CNB Bank | 0.00% | No change | 90 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 89 | $10K |
| Anchor Investment Management, LLC | 0.00% | No change | 85 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 84 | $9K |
| Scarborough Advisors, LLC | 0.00% | New | 83 | $9K |
| Olistico Wealth, LLC | 0.00% | No change | 75 | $8K |
| Abound Wealth Management | 0.00% | New | 74 | $8K |
| Granite Investment Partners, LLC | 0.00% | Add +33.3% | 68 | $8K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 66 | $7K |
| Costello Asset Management, INC | 0.00% | No change | 66 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 65 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Add +6000.0% | 61 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -42.3% | 60 | $7K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 59 | $7K |
| Vision Retirement, LLC | 0.00% | New | 59 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 56 | $6K |
| First Community Trust NA | 0.00% | New | 49 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -7.5% | 49 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 47 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | Add +542.9% | 45 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 45 | $5K |
| Destiny Wealth Partners, LLC | 0.00% | New | 43 | $5K |
| Curio Wealth, LLC | 0.00% | Add +106.7% | 31 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 30 | $3K |
| Integrity Financial Corp | 0.00% | Reduce -21.6% | 29 | $3K |
| Legacy Bridge, LLC | 0.00% | No change | 28 | $3K |
| Investors Research Corp | 0.00% | No change | 28 | $3K |
| Whittier Trust Co. | 0.00% | New | 25 | $3K |
| Atlas Capital Advisors Inc. | 0.00% | Add +53.3% | 23 | $3K |
| Nemes Rush Group LLC | 0.00% | Reduce -33.3% | 22 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 19 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 19 | $2K |
| High Note Wealth, LLC | 0.00% | New | 17 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 16 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 14 | $2K |
| GAMMA Investing LLC | 0.00% | New | 14 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 13 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 12 | $1K |
| USA Financial Formulas | 0.00% | New | 12 | $1K |
| Rakuten Securities, Inc. | 0.00% | No change | 11 | $1K |
| New Republic Capital, LLC | 0.00% | No change | 10 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 10 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 10 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 9 | $993 |
| PayPay Securities Corp | 0.03% | Reduce -27.3% | 8 | $890 |
| Caitlin John, LLC | 0.00% | No change | 8 | $883 |
| Vanguard National Trust Co | 0.00% | — | 8 | $883 |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 5 | $552 |
| Russell Investments Group, Ltd. | 0.00% | No change | 5 | $503 |
| Bernard Wealth Management Corp. | 0.00% | New | 4 | $442 |
| 1 North Wealth Services LLC | 0.00% | No change | 3 | $288 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 2 | $221 |
| Kingdom Financial Group LLC. | 0.00% | No change | 2 | $221 |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +100.0% | 2 | $166 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $99 |
| Mascoma Wealth Management LLC | 0.00% | No change | 1 | $78 |
| Avion Wealth | 0.00% | No change | 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.