iShares Tips Bond ETFTIPETF
13F holders, Q2 2026 (June 30)1,022holders
86new positions
83sold out
5famous investors
$109.65avg. 13F price*
At the end of Q2 2026, 1,022 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings, unchanged from Q1 2026. 86 opened new positions and 83 sold out. The largest holders were Bank of America Corp. ($2.7B), Morgan Stanley ($510.1M) and FMR LLC ($481.1M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $194.1M |
| Exits | 83 | $75.1M |
All 13F filers, Q1 2026 → Q2 2026: 12,805,973 shares bought and 3,678,143 shares sold, net +9,127,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,022 holders
| Bank of America Corp. | 0.17% | Add +1.5% | 24,691,874 | $2.7B |
| Morgan Stanley | 0.03% | Add +7.9% | 4,661,443 | $510.1M |
| FMR LLC | 0.02% | Add +0.1% | 4,396,041 | $481.1M |
| BlackRock, Inc. | 0.00% | Add +2.8% | 2,726,866 | $298.4M |
| Prudential Financial Inc. | 0.26% | Add +803.0% | 2,200,713 | $240.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +3.5% | 2,029,684 | $222.1M |
| Sumitomo Life Insurance Co. | 3.47% | Add +28.1% | 1,939,392 | $212.2M |
| Mather Group, Llc. | 1.70% | Add +216243.7% | 1,782,672 | $195.1M |
| UBS Group AG | 0.03% | Reduce -8.6% | 1,520,787 | $166.4M |
| LPL Financial LLC | 0.04% | Add +7.7% | 1,510,026 | $165.2M |
| Wells Fargo & Company | 0.03% | Add +1.3% | 1,421,109 | $155.5M |
| CI Investments Inc. | 0.49% | Add +20.1% | 1,401,739 | $153.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -8.2% | 1,237,361 | $135.7M |
| GenTrust, LLC | 4.76% | Add +53.8% | 1,132,337 | $123.9M |
| Assetmark, Inc. | 0.20% | Reduce -1.6% | 1,065,087 | $116.6M |
| MAI Capital Management | 0.43% | Add +2493.5% | 1,025,179 | $112.2M |
| JPMorgan Chase & Co. | 0.01% | Add +49.2% | 993,101 | $109.1M |
| Royal Bank of Canada | 0.02% | Add +6.9% | 846,902 | $92.7M |
| Pictet Asset Management Holding SA | 0.08% | Reduce -50.1% | 744,300 | $81.8M |
| Martin & Co. Inc. | 11.22% | Add +0.3% | 656,155 | $71.8M |
| WealthNavi Inc. | 0.54% | Reduce -4.1% | 627,817 | $68.7M |
| Keybank National Association | 0.22% | Add +2.4% | 623,697 | $68.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +176.3% | 589,381 | $64.5M |
| Partners Capital Investment Group, LLP | 2.22% | Add +0.9% | 574,221 | $62.8M |
| HSBC Holdings PLC | 0.03% | Add +82.8% | 565,912 | $62.0M |
| Man Group plc | 0.11% | Add +45.5% | 526,056 | $57.6M |
| FIL Ltd | 0.04% | Reduce -17.1% | 516,747 | $56.5M |
| Dynasty Wealth Management, LLC | 0.41% | Add +3.9% | 503,950 | $55.1M |
| Osaic Holdings, Inc. | 0.06% | Add +13.8% | 499,201 | $54.6M |
| Bank of New York Mellon Corp | 0.01% | Add +6.5% | 496,917 | $54.4M |
| Quotient Wealth Partners, LLC | 1.27% | Add +3.6% | 491,120 | $53.7M |
| PNC Financial Services Group, Inc. | 0.03% | Add +6.1% | 483,505 | $52.9M |
| Viewpoint Investment Partners Corp. | 17.82% | Add +69.9% | 471,660 | $51.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +1.9% | 460,136 | $50.4M |
| Cetera Investment Advisers | 0.04% | Add +5.3% | 450,056 | $49.2M |
| One Capital Management, LLC | 1.33% | No change | 434,073 | $47.9M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +2.2% | 437,155 | $47.8M |
| Federation des caisses Desjardins du Quebec | 0.14% | Add +9.5% | 422,751 | $46.3M |
| TD Waterhouse Canada Inc. | 0.12% | Add +12.3% | 425,671 | $46.1M |
| Stifel Financial Corp. | 0.04% | Add +0.2% | 413,980 | $45.3M |
| DRW Securities, LLC | 2.69% | New | 411,982 | $45.1M |
| Baldwin Wealth Partners LLC | 2.84% | Add +0.9% | 397,604 | $43.5M |
| Raymond James Financial Inc. | 0.01% | Add +8.9% | 390,367 | $42.7M |
| Rock Creek Group LLC | 4.21% | Add +0.7% | 382,595 | $41.9M |
| Two Sigma Investments, LP | 0.03% | Add +2.4% | 371,250 | $40.6M |
| Capitolis Liquid Global Markets LLC | 0.17% | No change | 365,000 | $39.9M |
| Passaic Partners LLC | 3.65% | Add +124.5% | 349,260 | $38.2M |
| HighTower Advisors, LLC | 0.04% | Add +4.7% | 339,236 | $37.1M |
| Arbor Investment Advisors, LLC | 4.10% | Reduce -0.5% | 331,302 | $36.3M |
| Marshall Wace, LLP | 0.03% | Reduce -4.0% | 310,445 | $34.0M |
| Kwmg, LLC | 2.45% | Add +4.0% | 309,777 | $33.9M |
| Rockefeller Capital Management L.P. | 0.05% | Add +1.9% | 307,614 | $33.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +41.0% | 284,398 | $31.1M |
| 3EDGE Asset Management, LP | 1.39% | Reduce -4.8% | 284,273 | $31.1M |
| Prime Capital Investment Advisors, LLC | 0.29% | Add +0.8% | 272,602 | $29.8M |
| Renaissance Technologies | 0.04% | Add +69.4% | 266,800 | $29.2M |
| Wealthspire Advisors, LLC | 0.13% | Add +1299.4% | 212,028 | $23.2M |
| Vertex Investment Solutions Co., Ltd. | 15.47% | Add +350.5% | 208,600 | $22.9M |
| Ethos Financial Group, LLC | 1.47% | Reduce -10.5% | 204,045 | $22.0M |
| Blue Edge Capital, LLC | 2.58% | New | 196,373 | $21.5M |
| Evelyn Partners Group Ltd | 0.37% | — | 136,776 | $21.5M |
| Independence Financial Advisors, LLC | 5.45% | Add +58.3% | 192,148 | $21.0M |
| West Financial Advisors, LLC | 3.18% | Add +5.3% | 191,290 | $20.9M |
| Ocean Park Asset Management, LLC | 1.00% | Add +91.4% | 189,100 | $20.7M |
| Cambridge Associates LLC /Ma/ | 0.29% | Reduce -27.7% | 184,819 | $20.2M |
| Heartwood Wealth Advisors LLC | 1.56% | Add +1.8% | 183,204 | $20.0M |
| Lido Advisors, LLC | 0.07% | Add +54.1% | 183,104 | $20.0M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -5.0% | 179,075 | $19.6M |
| Portfolio Design Labs, LLC | 3.11% | New | 173,273 | $19.0M |
| Cim, LLC | 2.42% | Add +0.3% | 170,872 | $18.7M |
| Country Trust Bank | 0.33% | Add +5.5% | 170,453 | $18.7M |
| Cascade Financial Partners, LLC | 1.56% | Add +19.7% | 164,657 | $18.0M |
| Rhumbline Advisers | 0.01% | Reduce -21.4% | 162,984 | $17.8M |
| Cypress Capital, LLC | 4.79% | Reduce -0.8% | 161,373 | $17.7M |
| MML Investors Services, LLC | 0.04% | Add +18.0% | 160,147 | $17.5M |
| Susquehanna International Group, LLP | 0.02% | Add +31.8% | 156,227 | $17.1M |
| Leavell Investment Management, Inc. | 0.59% | Add +73.9% | 148,537 | $16.3M |
| Ted Buchan & Co | 5.31% | Add +0.8% | 148,331 | $16.2M |
| Ascent Group, LLC | 0.48% | Add +3369.2% | 146,055 | $16.0M |
| BNP Paribas Financial Markets | 0.01% | Add +20.1% | 145,041 | $15.9M |
| Dakota Wealth Management | 0.30% | Reduce -30.8% | 144,797 | $15.8M |
| RTD Financial Advisors, Inc. | 1.70% | Add +1.6% | 142,418 | $15.6M |
| Horizon Investments, LLC | 0.17% | Reduce -2.9% | 140,410 | $15.1M |
| Pure Financial Advisors, LLC | 0.19% | Reduce -1.1% | 133,756 | $14.6M |
| Coppell Advisory Solutions LLC | 1.21% | New | 7 | $14.5M |
| NorthCoast Asset Management LLC | 0.32% | Reduce -2.7% | 130,505 | $14.3M |
| Lutz Financial Services LLC | 0.86% | Reduce -0.7% | 129,565 | $14.2M |
| Marino Management, LLC | 2.89% | No change | 126,194 | $13.9M |
| Verger Capital Management LLC | 3.98% | Add +25.1% | 124,105 | $13.6M |
| Equitable Holdings, Inc. | 0.08% | Add +1.6% | 122,333 | $13.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +15.7% | 122,109 | $13.4M |
| DORVAL Corp | 3.75% | Add +2.8% | 119,218 | $13.0M |
| Truist Financial Corp. | 0.02% | Reduce -2.4% | 116,231 | $12.7M |
| Quadrature Capital Ltd | 0.11% | New | 114,549 | $12.5M |
| Twin Focus Capital Partners, LLC | 1.27% | Reduce -0.0% | 114,397 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.7% | 125,203 | $12.5M |
| Fischer Financial Services, Inc. | 3.12% | Add +2.5% | 113,620 | $12.4M |
| Creative Planning | 0.01% | Add +1.9% | 112,097 | $12.3M |
| Focus Partners Wealth | 0.01% | Add +6.5% | 110,001 | $12.0M |
| Global Endowment Management, LP | 1.22% | Add +9.3% | 109,883 | $12.0M |
| Strategic Investment Advisors / MI | 0.71% | Reduce -1.6% | 107,949 | $11.8M |
| Avior Wealth Management, LLC | 0.31% | Add +1731.8% | 107,524 | $11.8M |
| Parkway Wealth Management Group, LLC | 1.35% | Reduce -1.0% | 106,727 | $11.7M |
| Summit Financial, LLC | 0.13% | Add +145.0% | 105,603 | $11.6M |
| Arkansas Financial Group, Inc. | 1.50% | Reduce -1.4% | 105,166 | $11.5M |
| Buck Wealth Strategies, LLC | 1.20% | Add +3.9% | 104,737 | $11.5M |
| Bokf, NA | 0.16% | Add +2.4% | 103,814 | $11.4M |
| BlueSky Wealth Advisors, LLC | 1.30% | Reduce -1.7% | 102,546 | $11.2M |
| Jones Financial Companies LLLP | 0.00% | Add +33.1% | 102,172 | $11.2M |
| Mustico Financial Group, Inc. | 7.24% | Add +6.1% | 96,317 | $11.2M |
| Cerity Partners LLC | 0.01% | Add +62.1% | 100,854 | $11.0M |
| White Pine Investment CO | 2.33% | Add +2.3% | 99,847 | $10.9M |
| Sanctuary Advisors, LLC | 0.05% | Add +5.4% | 96,263 | $10.5M |
| Baird Financial Group, Inc. | 0.01% | Add +44.1% | 95,860 | $10.5M |
| Wealth Forward, LLC | 5.10% | Add +0.6% | 93,666 | $10.2M |
| Hillcrest Wealth Advisors - NY, LLC | 3.58% | Add +9.8% | 91,445 | $10.0M |
| Private Advisor Group, LLC | 0.05% | Add +1.2% | 90,093 | $9.9M |
| Stablepoint Partners, LLC | 1.34% | Add +0.3% | 88,501 | $9.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.6% | 88,037 | $9.6M |
| Tidal Investments LLC | 0.02% | Add +106.4% | 87,400 | $9.5M |
| All Terrain Financial Advisors, LLC | 1.98% | New | 86,243 | $9.4M |
| Farther Finance Advisors, LLC | 0.07% | Add +32.1% | 85,285 | $9.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -78.3% | 84,313 | $9.2M |
| Camden National Bank | 1.19% | Add +3.8% | 83,138 | $9.1M |
| Tme Financial, Inc. | 5.46% | Add +6.8% | 80,814 | $8.8M |
| Slow Capital, Inc. | 1.03% | Add +4.5% | 80,469 | $8.8M |
| One Wealth Map LLC | 4.02% | Add +10.3% | 79,899 | $8.6M |
| Mariner, LLC | 0.01% | Reduce -8.6% | 77,591 | $8.5M |
| Atria Investments, Inc | 0.08% | Add +915.9% | 75,722 | $8.3M |
| Asset Management Group, Inc. | 1.21% | Add +0.5% | 75,301 | $8.2M |
| Mackenzie Financial Corp. | 0.01% | Add +17.1% | 74,600 | $8.2M |
| Easterly Investment Partners LLC | 0.41% | No change | 73,080 | $8.0M |
| Principal Securities, Inc. | 0.10% | Add +4.9% | 72,433 | $7.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.15% | Add +6.4% | 71,821 | $7.9M |
| a16z Perennial Management, L.P. | 0.61% | New | 69,075 | $7.6M |
| Guggenheim Capital LLC | 0.05% | Reduce -9.7% | 68,880 | $7.5M |
| Fairvoy Private Wealth, LLC | 1.50% | Add +7.5% | 67,751 | $7.4M |
| Frontier Asset Management, LLC | 1.31% | Add +1.9% | 66,803 | $7.3M |
| Leuthold Group, LLC | 0.73% | New | 66,153 | $7.2M |
| Sterling Investment Advisors LLC | 3.24% | Add +4.3% | 65,888 | $7.2M |
| Chesapeake Capital Corp. | 3.84% | Add +85.8% | 64,919 | $7.1M |
| First National Bank & Trust Co. of Newtown | 1.44% | Reduce -9.2% | 65,861 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +74.6% | 64,660 | $7.1M |
| Charles Schwab Trust Co | 0.39% | Reduce -2.0% | 64,578 | $7.1M |
| Waverly Advisors, LLC | 0.04% | Add +2.4% | 63,334 | $6.9M |
| Stelac Advisory Services LLC | 1.28% | Add +0.0% | 62,544 | $6.8M |
| Sound Stewardship, LLC | 2.74% | Add +3.8% | 60,763 | $6.6M |
| OneDigital Investment Advisors LLC | 0.06% | Add +9.0% | 60,711 | $6.6M |
| Citigroup Inc. | 0.00% | Add +10.3% | 60,052 | $6.6M |
| Lodestar Private Asset Management LLC | 0.57% | Add +8.5% | 60,004 | $6.6M |
| Ameraudi Asset Management, Inc. | 2.94% | Reduce -31.6% | 59,379 | $6.5M |
| Callan Family Office, LLC | 0.13% | Add +12.5% | 58,511 | $6.4M |
| Perissos Private Wealth Management, LLC | 4.31% | Add +5.9% | 58,305 | $6.4M |
| Wealthspire Retirement, LLC | 0.35% | Reduce -1.4% | 58,325 | $6.4M |
| Fairview Capital Investment Management, LLC | 0.33% | Reduce -1.1% | 57,826 | $6.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -19.3% | 57,325 | $6.3M |
| Connable Office Inc. | 0.55% | Add +2.6% | 57,274 | $6.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +6.9% | 57,153 | $6.3M |
| Ssa Swiss Advisors AG | 2.33% | Add +2.6% | 56,668 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -29.2% | 56,006 | $6.2M |
| Patten Group, Inc. | 0.96% | Reduce -9.6% | 56,271 | $6.2M |
| Mosley Wealth Management | 1.96% | Add +1819.0% | 56,169 | $6.1M |
| Independent Financial Group, LLC | 0.11% | Add +9.5% | 54,414 | $6.0M |
| Curbstone Financial Management Corp | 1.01% | Add +1.4% | 54,088 | $5.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +0.1% | 53,913 | $5.9M |
| Rather & Kittrell, Inc. | 0.82% | Reduce -1.8% | 53,781 | $5.9M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -16.7% | 53,660 | $5.9M |
| Impact Partnership Wealth, LLC | 0.55% | Reduce -33.2% | 51,813 | $5.7M |
| CoreCap Advisors, LLC | 0.17% | Reduce -0.2% | 51,385 | $5.6M |
| Parallel Advisors, LLC | 0.08% | Reduce -0.1% | 50,675 | $5.5M |
| Brightwater Advisory LLC | 3.49% | Reduce -2.0% | 50,451 | $5.5M |
| Welch & Forbes LLC | 0.07% | Add +2.6% | 50,316 | $5.5M |
| Axos Invest Inc. | 3.98% | Reduce -6.2% | 49,737 | $5.4M |
| Fifth Third Bancorp | 0.01% | Add +0.8% | 49,667 | $5.4M |
| Garner Asset Management Corp | 1.74% | Add +27.9% | 47,109 | $5.4M |
| Blair William & Co. | 0.01% | Add +5.1% | 48,793 | $5.3M |
| Cranbrook Wealth Management, LLC | 0.99% | Add +1.4% | 48,426 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | New | 47,913 | $5.2M |
| Chicago Partners Investment Group LLC | 0.10% | Add +5.3% | 47,845 | $5.1M |
| Commerce Bank | 0.02% | Reduce -0.8% | 46,682 | $5.1M |
| Fermata Advisors, LLC | 1.00% | Reduce -2.9% | 45,259 | $5.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -50.2% | 45,173 | $4.9M |
| Stephenson & Company, Inc. | 2.30% | Add +11.9% | 44,915 | $4.9M |
| Insight Wealth Partners, LLC | 0.66% | Reduce -26.0% | 44,849 | $4.9M |
| WESPAC Advisors SoCal, LLC | 0.87% | Add +121.5% | 44,421 | $4.9M |
| Savant Capital, LLC | 0.01% | Add +239.8% | 45,040 | $4.9M |
| Crabel Capital Management, LLC | 3.51% | New | 43,981 | $4.8M |
| D.A. Davidson & Co. | 0.03% | Add +5.1% | 43,526 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.08% | New | 43,245 | $4.7M |
| Slocum, Gordon & Co LLP | 3.08% | Reduce -2.9% | 42,332 | $4.6M |
| Minot DeBlois Advisors LLC | 3.96% | Add +7.4% | 42,133 | $4.6M |
| 49 Wealth Management, LLC | 0.87% | New | 41,621 | $4.6M |
| Alongside, LLC | 0.87% | — | 41,621 | $4.6M |
| Madson Wealth Advisors Inc | 3.09% | Add +7.8% | 41,552 | $4.5M |
| Rathbones Group PLC | 0.02% | Reduce -11.3% | 41,547 | $4.5M |
| Captrust Financial Advisors | 0.01% | Reduce -2.1% | 41,282 | $4.5M |
| Evergreen Capital Management LLC | 0.08% | Add +2.3% | 41,074 | $4.5M |
| Texas Bank & Trust Co | 1.47% | Add +62.1% | 40,962 | $4.5M |
| Advisory Services Network, LLC | 0.05% | Add +20.5% | 40,693 | $4.5M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Reduce -2.5% | 39,816 | $4.4M |
| Addison Capital Co | 0.71% | Add +5.1% | 39,446 | $4.3M |
| Rothschild Wealth LLC | 0.34% | Add +4.5% | 39,009 | $4.3M |
| MRWM Advisors, LLC | 1.75% | Reduce -3.4% | 38,959 | $4.3M |
| Adirondack Trust Co. | 1.26% | Add +39.5% | 38,511 | $4.2M |
| Corient Private Wealth LP | 0.01% | Reduce -9.2% | 38,468 | $4.2M |
| NewEdge Advisors, LLC | 0.01% | Add +9.6% | 38,069 | $4.2M |
| Cornerstone Financial Group, LLC | 2.55% | Add +5.4% | 37,800 | $4.1M |
| First Trust Advisors LP | 0.00% | Add +3.8% | 37,751 | $4.1M |
| Edgestream Partners, L.P. | 0.12% | Add +309.4% | 37,512 | $4.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +12.5% | 37,502 | $4.1M |
| M&T Bank Corp | 0.01% | Reduce -7.0% | 37,367 | $4.1M |
| United Services Automobile Association | 0.33% | Add +11.4% | 37,288 | $4.1M |
| Betterment LLC | 0.01% | Add +74.5% | 37,056 | $4.1M |
| Mgo One Seven LLC | 0.07% | Add +9.4% | 36,968 | $4.0M |
| IFP Advisors, Inc | 0.07% | Add +7.1% | 36,649 | $4.0M |
| Private Advisory Group LLC | 0.22% | Add +20.4% | 36,242 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 35,761 | $3.9M |
| SG Americas Securities, LLC | 0.00% | Add +218.9% | 35,109 | $3.8M |
| Rubicon Advisors, GP | 2.79% | Add +74.9% | 34,958 | $3.8M |
| Citadel Advisors | 0.00% | New | 34,866 | $3.8M |
| Sequent Planning LLC | 0.81% | Add +2.4% | 34,829 | $3.8M |
| Barclays PLC | 0.00% | Add +9.5% | 34,714 | $3.8M |
| Viaable, LLC | 3.14% | — | 34,678 | $3.8M |
| First Horizon Corp. | 0.15% | Add +6.0% | 34,558 | $3.8M |
| Bragg Financial Advisors, Inc | 0.10% | Add +7.3% | 34,190 | $3.7M |
| Cordant, Inc. | 1.32% | Add +23.0% | 33,568 | $3.7M |
| Sigma Planning Corp | 0.09% | Add +1.8% | 33,457 | $3.7M |
| Modera Wealth Management, LLC | 0.04% | Add +0.3% | 33,428 | $3.7M |
| Financial & Tax Architects, LLC | 0.76% | Reduce -13.2% | 33,111 | $3.6M |
| Foster & Motley Inc. | 0.17% | Add +0.1% | 33,079 | $3.6M |
| Nwam LLC | 0.18% | Add +8.8% | 33,015 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +3.7% | 32,525 | $3.6M |
| Greenspring Advisors, LLC | 0.20% | Add +0.1% | 32,430 | $3.5M |
| Benjamin Edwards Inc. | 0.03% | Add +21.1% | 31,861 | $3.5M |
| Samalin Investment Counsel, LLC | 1.12% | Add +17.5% | 31,790 | $3.5M |
| Fortis Group Advisors, LLC | 0.55% | Add +87.5% | 31,459 | $3.4M |
| Transamerica Financial Advisors, LLC | 0.29% | Reduce -1.6% | 31,052 | $3.4M |
| Bank of Montreal | 0.00% | Add +14.5% | 30,434 | $3.3M |
| Legacy Wealth Partners, LLC | 0.73% | New | 29,907 | $3.3M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -3.2% | 29,512 | $3.2M |
| US Bancorp \de | 0.00% | Reduce -24.1% | 29,420 | $3.2M |
| Integrity Alliance, Llc. | 0.10% | Add +541.4% | 28,863 | $3.2M |
| BTG Pactual Asset Management US LLC | 0.24% | Add +12.9% | 29,614 | $3.1M |
| Sage Financial Group Inc. | 0.17% | Add +0.8% | 28,375 | $3.1M |
| AMG National Trust Bank | 0.06% | Reduce -5.2% | 28,003 | $3.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +176.3% | 27,099 | $3.0M |
| Bleakley Financial Group, LLC | 0.04% | New | 26,907 | $2.9M |
| Coastal Bridge Advisors, LLC | 0.18% | Add +0.7% | 26,572 | $2.9M |
| Insigneo Advisory Services, LLC | 0.11% | Add +2.1% | 26,205 | $2.9M |
| Sage Capital Advisors,llc | 0.59% | Reduce -43.6% | 26,121 | $2.9M |
| Cibc World Market Inc. | 0.00% | Reduce -2.2% | 25,798 | $2.8M |
| Cannon Financial Strategists, Inc. | 0.32% | Add +62.1% | 25,506 | $2.8M |
| PKS Advisory Services, LLC | 0.44% | Reduce -1.1% | 25,460 | $2.8M |
| Sigma Investment Counselors Inc. | 0.14% | Reduce -4.9% | 25,452 | $2.8M |
| Lifetime Wealth Management P.C. | 1.64% | Add +0.5% | 25,363 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +53.9% | 25,308 | $2.8M |
| Calton & Associates, Inc. | 0.41% | Reduce -17.5% | 25,274 | $2.8M |
| National Bank of Canada | 0.00% | Add +82.8% | 25,154 | $2.8M |
| Tandemgrowth Financial Advisors LLC | 2.20% | Reduce -1.3% | 24,638 | $2.7M |
| Hughes Financial Services, LLC | 0.35% | Add +4.8% | 24,304 | $2.7M |
| VestGen Advisors, LLC | 0.08% | Add +56.5% | 24,173 | $2.6M |
| Climber Capital SA | 1.61% | Add +53.3% | 24,167 | $2.6M |
| Millennium Management | 0.00% | New | 23,934 | $2.6M |
| Allstreet Capital Advisors LLC | 1.69% | Add +0.2% | 23,780 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 23,392 | $2.6M |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -10.2% | 23,285 | $2.5M |
| James Investment Research, Inc. | 0.26% | Reduce -2.2% | 22,961 | $2.5M |
| Valpey Financial Services, LLC | 1.49% | Add +1.8% | 22,890 | $2.5M |
| Invictus Private Wealth, LLC | 0.13% | Add +21.2% | 22,647 | $2.5M |
| CFS Investment Advisory Services, LLC | 0.16% | Add +5.6% | 22,735 | $2.5M |
| Chemistry Wealth Management LLC | 0.39% | Add +105.0% | 22,266 | $2.4M |
| Principia Wealth Advisory, LLC | 1.20% | Add +21.1% | 21,982 | $2.4M |
| Fund Evaluation Group, LLC | 0.06% | Add +156.0% | 21,902 | $2.4M |
| Arkadios Wealth Advisors | 0.04% | Add +0.5% | 21,826 | $2.4M |
| Heritage Trust Co | 0.21% | No change | 21,667 | $2.4M |
| Scratch Capital LLC | 1.17% | Reduce -0.5% | 21,504 | $2.4M |
| Advisory Solutions Group, LLC | 0.80% | — | 21,462 | $2.3M |
| Lyell Wealth Management, LP | 0.14% | Add +0.1% | 21,416 | $2.3M |
| Peak Financial Management, Inc. | 0.54% | Add +1.9% | 21,410 | $2.3M |
| Golden Bell Financial Planning LLC | 1.71% | Add +0.4% | 21,299 | $2.3M |
| Hilltop Holdings Inc. | 0.19% | Reduce -70.7% | 21,143 | $2.3M |
| Savvy Advisors, Inc. | 0.05% | New | 21,084 | $2.3M |
| Fortitude Family Office, LLC | 0.45% | Reduce -12.5% | 21,057 | $2.3M |
| Belpointe Asset Management LLC | 0.07% | Add +13.0% | 20,914 | $2.3M |
| Tiaa Trust, National Association | 0.14% | Add +33.5% | 20,869 | $2.3M |
| Arax Advisory Partners | 0.01% | Add +12.1% | 20,605 | $2.3M |
| Forteris Wealth Management Inc. | 1.84% | Add +4.5% | 20,581 | $2.3M |
| Wealthedge Investment Advisors, LLC | 0.76% | Add +3.5% | 20,524 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +2.5% | 20,395 | $2.2M |
| Gibraltar Capital Management, Inc. | 0.34% | Reduce -3.4% | 20,306 | $2.2M |
| Money Concepts Capital Corp. | 0.10% | Add +4.8% | 20,035 | $2.2M |
| Archvest Wealth Advisors, Inc. | 1.26% | Add +16.8% | 19,845 | $2.2M |
| Riggs Asset Managment Co. Inc. | 0.39% | Add +7.3% | 19,800 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -11.3% | 19,752 | $2.2M |
| Townsend Financial Planning, LLC | 1.86% | Add +1.1% | 19,472 | $2.1M |
| True Blue Financial, LLC | 0.89% | Add +21.6% | 19,351 | $2.1M |
| RCW Management, LLC | 1.90% | Add +0.9% | 19,340 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.4% | 19,335 | $2.1M |
| Simplex Trading, LLC | 0.05% | Add +78.9% | 18,937 | $2.1M |
| WealthCollab, LLC | 0.75% | Reduce -0.1% | 18,851 | $2.1M |
| Ti-Trust, Inc. | 1.10% | Reduce -18.9% | 18,784 | $2.1M |
| HRT Financial LP | 0.00% | Add +481.1% | 18,776 | $2.1M |
| DV Trading LLC | 0.17% | Add +11.9% | 18,720 | $2.0M |
| Bull Street Advisors, LLC | 0.94% | No change | 18,713 | $2.0M |
| First American Trust, FSB | 0.12% | Add +10.6% | 18,645 | $2.0M |
| Whalen Wealth Management Inc. | 0.90% | Add +11.2% | 18,353 | $2.0M |
| Fortune Financial Advisors, LLC | 0.86% | Add +0.4% | 18,287 | $2.0M |
| Phillips Financial Management, LLC | 0.15% | Reduce -33.2% | 18,252 | $2.0M |
| VestGen Investment Management | 1.05% | Add +76.7% | 18,065 | $2.0M |
| Simon Quick Advisors, LLC | 0.08% | Add +0.5% | 17,868 | $2.0M |
| Procyon Advisors, LLC | 0.08% | Add +0.3% | 17,660 | $1.9M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -1.0% | 17,604 | $1.9M |
| Fairway Wealth LLC | 0.43% | Add +3.5% | 17,205 | $1.9M |
| Ascent Wealth Partners, LLC | 0.19% | Reduce -6.5% | 17,183 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | No change | 17,179 | $1.9M |
| Biondo Investment Advisors, LLC | 0.23% | Add +7.6% | 17,139 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +61.1% | 17,029 | $1.9M |
| AQR Capital Management | 0.00% | Add +8.3% | 16,861 | $1.8M |
| Archford Capital Strategies, LLC | 0.19% | Reduce -3.5% | 16,829 | $1.8M |
| Brookstone Capital Management | 0.02% | Add +4.6% | 16,802 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +32.6% | 16,801 | $1.8M |
| Jump Financial, LLC | 0.02% | New | 16,679 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +1.1% | 16,631 | $1.8M |
| Mosaic Family Wealth Partners, LLC | 0.12% | New | 16,365 | $1.8M |
| Advisors Preferred, LLC | 0.28% | New | 16,483 | $1.8M |
| Mutual Advisors, LLC | 0.03% | Reduce -9.5% | 16,269 | $1.8M |
| Ellis Investment Partners, LLC | 0.27% | Add +2.8% | 16,222 | $1.8M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +2.8% | 16,128 | $1.8M |
| Zhang Financial LLC | 0.05% | No change | 15,922 | $1.7M |
| Harbour Investments, Inc. | 0.02% | Add +0.6% | 15,888 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Reduce -3.5% | 15,755 | $1.7M |
| Blue Fin Capital, Inc. | 0.25% | Add +0.7% | 15,714 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +5.0% | 15,578 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +25.4% | 15,572 | $1.7M |
| Fiducient Advisors LLC | 0.24% | Add +0.5% | 15,338 | $1.7M |
| PFG Investments, LLC | 0.06% | Add +17.9% | 15,180 | $1.7M |
| Madden Advisory Services, Inc. | 0.59% | Reduce -5.6% | 15,162 | $1.7M |
| Arete Wealth Advisors, LLC | 0.11% | Add +9.5% | 14,961 | $1.6M |
| Spring Capital Management, LLC | 0.80% | Add +1.7% | 14,932 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.1% | 14,850 | $1.6M |
| Global Retirement Partners, LLC | 0.02% | — | 14,797 | $1.6M |
| Calder Financial LLC | 1.53% | Add +24.8% | 14,795 | $1.6M |
| Pflug Koory, LLC | 0.64% | Add +0.0% | 14,675 | $1.6M |
| CPA Asset Management Group, LLC | 0.46% | No change | 14,657 | $1.6M |
| Sterling Financial Planning, Inc. | 0.43% | Add +1.6% | 14,505 | $1.6M |
| Flow Traders U.S. LLC | 0.07% | Reduce -85.2% | 14,489 | $1.6M |
| Kelleher Financial Advisors | 0.23% | Add +100.0% | 14,440 | $1.6M |
| First National Trust Co | 0.05% | Add +1.3% | 14,360 | $1.6M |
| Darden Wealth Group Inc | 0.62% | Reduce -0.2% | 14,188 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +55.7% | 14,063 | $1.5M |
| City State Bank | 0.35% | Reduce -0.6% | 14,050 | $1.5M |
| Patton Albertson Miller Group, LLC | 0.15% | Reduce -0.5% | 14,042 | $1.5M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -12.6% | 14,029 | $1.5M |
| Trust Co. of Toledo NA | 0.13% | Reduce -7.9% | 13,973 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.1% | 13,898 | $1.5M |
| Maridea Wealth Management LLC | 0.16% | Add +38.0% | 13,843 | $1.5M |
| Stillwater Private Wealth, LLC | 0.98% | Reduce -53.9% | 14,098 | $1.5M |
| Brighton Jones LLC | 0.03% | Add +3.2% | 13,650 | $1.5M |
| Exit Wealth Advisors, LLC. | 0.68% | Add +19.4% | 13,642 | $1.5M |
| Legal & General Group Plc | 0.00% | Add +17.3% | 13,610 | $1.5M |
| William Howard & Co Financial Advisors Inc | 1.15% | Add +1.0% | 13,542 | $1.5M |
| Milestones Private Investment Advisors LLC | 1.17% | Add +14.4% | 13,462 | $1.5M |
| SouthState Bank Corp | 0.06% | Reduce -1.0% | 13,270 | $1.5M |
| Trek Financial, LLC | 0.07% | Reduce -17.7% | 13,265 | $1.5M |
| Aviance Capital Partners, LLC | 0.15% | Reduce -1.0% | 13,143 | $1.4M |
| Modern Wealth Management, LLC | 0.02% | Reduce -20.0% | 13,065 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -4.7% | 12,998 | $1.4M |
| RFG Advisory, LLC | 0.02% | Reduce -75.9% | 12,899 | $1.4M |
| E&G Advisors, LLC | 0.27% | Reduce -2.8% | 12,783 | $1.4M |
| Ameritas Advisory Services, LLC | 0.03% | Add +16.4% | 12,776 | $1.4M |
| Parkside Financial Bank & Trust | 0.09% | Add +34.3% | 12,561 | $1.4M |
| American Investment Services, Inc. | 0.29% | Reduce -16.9% | 12,455 | $1.4M |
| Choreo, LLC | 0.01% | Add +10.3% | 12,405 | $1.4M |
| WASHINGTON TRUST Co | 0.04% | Reduce -6.3% | 12,389 | $1.4M |
| Larson Financial Group LLC | 0.04% | Reduce -7.0% | 12,289 | $1.3M |
| Gould Asset Management LLC | 0.21% | Add +19.6% | 12,244 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.2% | 12,207 | $1.3M |
| Park Avenue Securities LLC | 0.01% | New | 12,165 | $1.3M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -20.8% | 12,125 | $1.3M |
| Brookwood Investment Group LLC | 0.15% | Reduce -21.3% | 11,925 | $1.3M |
| Prudential PLC | 0.01% | Add +1001.9% | 11,900 | $1.3M |
| Founders Financial Securities LLC | 0.07% | Add +1.9% | 11,808 | $1.3M |
| Arrow Investment Advisors, LLC | 1.23% | No change | 11,631 | $1.3M |
| Performance Wealth Partners, LLC | 0.03% | Add +35.4% | 11,495 | $1.3M |
| FourThought Financial Partners, LLC | 0.10% | Add +26.0% | 11,368 | $1.2M |
| Naples Global Advisors, LLC | 0.08% | Add +22.3% | 11,350 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -7.7% | 11,340 | $1.2M |
| CWC Advisors, LLC. | 0.55% | Reduce -1.6% | 11,240 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -7.5% | 11,217 | $1.2M |
| OneAscent Financial Services LLC | 0.06% | Add +7.2% | 11,076 | $1.2M |
| Vise Technologies, Inc. | 0.01% | Add +43.9% | 11,075 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -7.1% | 10,968 | $1.2M |
| Flagstar Securities, Inc. | 0.36% | Add +109.3% | 10,951 | $1.2M |
| Two Sigma Securities, LLC | 0.10% | Reduce -77.9% | 10,944 | $1.2M |
| First United Bank & Trust | 0.34% | Add +11.9% | 10,852 | $1.2M |
| Arta Finance Wealth Management LLC | 0.51% | Add +7.1% | 10,921 | $1.2M |
| Bank of Marin | 0.82% | Add +5.6% | 10,792 | $1.2M |
| Note Advisors, LLC | 0.51% | Reduce -5.8% | 10,763 | $1.2M |
| Unique Wealth Strategies, LLC | 0.43% | Add +0.9% | 10,700 | $1.2M |
| McCartney Wealth Management LLC | 0.89% | Add +2.2% | 10,676 | $1.2M |
| Bearing Point Capital, LLC | 0.16% | No change | 10,662 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -10.4% | 10,596 | $1.2M |
| Engineers Gate Manager LP | 0.01% | New | 10,586 | $1.2M |
| &partners | 0.00% | Add +7.0% | 10,559 | $1.2M |
| Mma Asset Management LLC | 0.36% | Add +0.6% | 10,480 | $1.1M |
| Courier Capital LLC | 0.06% | Reduce -0.3% | 10,344 | $1.1M |
| Arcataur Capital Management LLC | 0.28% | Reduce -1.3% | 10,269 | $1.1M |
| COFG Advisors, LLC | 0.19% | New | 10,228 | $1.1M |
| Koshinski Asset Management, Inc. | 0.06% | Add +2.3% | 10,203 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +3.1% | 10,163 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +4.2% | 9,981 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.17% | Reduce -3.1% | 9,923 | $1.1M |
| BOS Asset Management, LLC | 0.25% | Add +0.1% | 9,922 | $1.1M |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -8.9% | 9,888 | $1.1M |
| Fox Hill Wealth Management | 0.43% | Add +22.6% | 9,865 | $1.1M |
| TD Private Client Wealth LLC | 0.02% | Reduce -26.1% | 9,825 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Reduce -11.8% | 9,729 | $1.1M |
| Jacobi Capital Management LLC | 0.05% | Add +0.9% | 9,728 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | Reduce -1.5% | 9,693 | $1.1M |
| Sepio Capital, LP | 0.05% | Reduce -22.9% | 9,671 | $1.1M |
| Capstone Wealth Management Group, Inc. | 0.64% | — | 9,660 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +7.1% | 9,744 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 9,577 | $1.0M |
| Plan Group Financial, LLC | 0.22% | Add +4.6% | 9,535 | $1.0M |
| Elm Partners Management LLC | 0.04% | Add +96.6% | 9,410 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -31.9% | 9,389 | $1.0M |
| Lynx Investment Advisory | 0.33% | Add +103.0% | 9,329 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -38.2% | 9,308 | $1.0M |
| Nest Investments, LLC | 0.76% | Add +2.9% | 9,196 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -7.8% | 9,101 | $996K |
| Apella Capital, LLC | 0.01% | Reduce -3.1% | 9,200 | $995K |
| Fell Capital Management | 0.82% | No change | 8,920 | $976K |
| SMART Wealth LLC | 0.21% | Reduce -7.1% | 8,860 | $970K |
| Private Trust Co. NA | 0.08% | Add +136.0% | 8,799 | $963K |
| Willow Creek Capital Management, Inc. | 0.93% | — | 8,757 | $958K |
| Shayne & Jacobs, LLC | 0.28% | Reduce -2.3% | 8,640 | $945K |
| Kelsey Financial, LLC | 0.72% | Add +11.8% | 8,620 | $943K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +248.6% | 8,585 | $939K |
| Seldon Capital LP | 0.29% | No change | 8,515 | $932K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.0% | 8,440 | $924K |
| Sowell Financial Services LLC | 0.03% | Reduce -1.7% | 8,431 | $923K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -0.3% | 8,426 | $922K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.7% | 8,415 | $921K |
| Portside Wealth Group, LLC | 0.11% | Add +7.8% | 8,378 | $917K |
| Soltis Investment Advisors LLC | 0.05% | Add +0.2% | 8,291 | $907K |
| Christensen, King & Associates Investment Services, Inc. | 0.36% | No change | 8,279 | $906K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -10.3% | 8,278 | $906K |
| Itau Unibanco Holding S.A. | 0.02% | Reduce -33.5% | 8,180 | $895K |
| Palisade Asset Management, LLC | 0.08% | No change | 8,106 | $887K |
| Waystone Advisors LLC | 0.66% | Reduce -4.1% | 8,099 | $886K |
| Prospera Financial Services Inc | 0.01% | Reduce -25.9% | 8,089 | $886K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -0.1% | 8,089 | $885K |
| Keel Point, LLC | 0.05% | No change | 8,087 | $885K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -0.7% | 8,060 | $882K |
| Florin Court Capital LLP | 1.43% | No change | 8,000 | $875K |
| TritonPoint Partners, LLC | 0.07% | Reduce -0.6% | 7,967 | $872K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +2.8% | 7,939 | $869K |
| Westside Investment Management, Inc. | 0.11% | Add +1042.1% | 7,869 | $861K |
| James Hambro & Partners LLP | 0.03% | Reduce -1.5% | 7,865 | $861K |
| IHT Wealth Management, LLC | 0.02% | Add +40.2% | 7,782 | $852K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -3.8% | 7,657 | $838K |
| Daymark Wealth Partners, LLC | 0.02% | Add +1.6% | 7,602 | $832K |
| Allworth Financial LP | 0.00% | Reduce -23.8% | 7,579 | $829K |
| National Philanthropic Trust | 0.01% | Reduce -18.3% | 7,515 | $822K |
| Tower Bridge Advisors | 0.07% | Reduce -1.3% | 7,478 | $818K |
| TFB Advisors LLC | 0.36% | Add +0.9% | 7,385 | $808K |
| Chapin Davis, Inc. | 0.14% | Add +0.0% | 7,385 | $808K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 7,336 | $803K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -34.2% | 7,230 | $791K |
| Capital Analysts, LLC | 0.02% | Add +1.6% | 7,217 | $790K |
| Jane Street Group, LLC | 0.00% | Add +20.1% | 7,193 | $787K |
| AE Wealth Management LLC | 0.00% | Reduce -41.3% | 7,135 | $781K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -30.0% | 7,103 | $777K |
| Wellington Shields & Co., LLC | 0.17% | No change | 7,067 | $773K |
| Banque Pictet & Cie SA | 0.01% | No change | 7,050 | $771K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +18.0% | 7,029 | $769K |
| Farrell Financial LLC | 0.42% | Add +1.1% | 7,029 | $769K |
| Regal Investment Advisors LLC | 0.04% | Add +5.8% | 6,940 | $759K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +17.0% | 6,932 | $759K |
| Hanson & Doremus Investment Management | 0.08% | Add +0.9% | 6,833 | $748K |
| Balefire, LLC | 0.12% | Reduce -7.8% | 6,752 | $739K |
| DecisionMap Wealth Management, LLC | 0.41% | Add +11.4% | 6,747 | $738K |
| Faithward Advisors, LLC | 0.09% | Reduce -1.8% | 6,732 | $737K |
| Garde Capital, Inc. | 0.03% | New | 6,715 | $735K |
| Smith, Moore & Co. | 0.05% | Reduce -2.2% | 6,715 | $735K |
| Planned Solutions, Inc. | 0.21% | No change | 6,707 | $734K |
| Atlas Brown,Inc. | 0.20% | Reduce -2.2% | 6,660 | $729K |
| Tranquilli Financial Advisor LLC | 0.39% | Add +9.3% | 6,598 | $722K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +7.0% | 6,547 | $720K |
| Turim 21 Investimentos Ltda. | 0.12% | No change | 6,570 | $719K |
| Activest Wealth Management | 0.14% | New | 6,562 | $718K |
| Interactive Financial Advisors, Inc. | 0.44% | Reduce -5.6% | 6,536 | $715K |
| Narus Financial Partners, LLC | 0.18% | Add +109.2% | 6,520 | $713K |
| WealthTrust Axiom LLC | 0.16% | No change | 6,500 | $711K |
| Bigelow Investment Advisors, LLC | 0.26% | No change | 6,487 | $710K |
| Atwater Malick LLC | 0.15% | Add +23.5% | 6,486 | $710K |
| Sidoxia Capital Management, LLC | 0.52% | Add +4.4% | 6,484 | $710K |
| Diversify Advisory Services, LLC | 0.01% | New | 6,584 | $707K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -8.5% | 6,584 | $707K |
| J2 Capital Management Inc | 0.48% | Add +2.0% | 6,460 | $707K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -5.5% | 6,443 | $705K |
| Summa Corp. | 0.22% | No change | 6,430 | $704K |
| Gambit Capital Management, LLC | 0.41% | Reduce -1.0% | 6,388 | $699K |
| Legacy PCG, LLC | 3.46% | Add +53.1% | 6,535 | $698K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -8.1% | 6,352 | $695K |
| Cauble & Harre Wealth Management, Inc. | 0.55% | Reduce -2.2% | 6,312 | $691K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 6,285 | $688K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -6.4% | 6,239 | $683K |
| Red Wave Investments LLC | 0.17% | Reduce -1.7% | 6,220 | $681K |
| Charter Capital Management, LLC\DE | 0.30% | No change | 6,148 | $673K |
| Tiemann Investment Advisors, LLC | 0.24% | No change | 6,095 | $667K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -0.9% | 6,091 | $667K |
| 10Elms LLP | 0.30% | Add +29.1% | 6,022 | $659K |
| Avos Capital Management, LLC | 0.27% | No change | 5,975 | $654K |
| Great Hill Capital LLC | 0.32% | Reduce -1.6% | 5,967 | $653K |
| International Private Wealth Advisors LLC | 0.34% | Add +64.8% | 5,954 | $652K |
| Wedbush Securities Inc. | 0.02% | Reduce -6.4% | 5,938 | $650K |
| Johnson Financial Group, LLC | 0.03% | No change | 5,906 | $646K |
| Glenview Trust Co | 0.01% | Add +1.3% | 5,841 | $639K |
| Gibson Capital, LLC | 0.10% | No change | 5,840 | $639K |
| Upper Left Wealth Management, LLC | 0.35% | Add +21.1% | 5,824 | $637K |
| Summitry LLC | 0.02% | No change | 5,805 | $635K |
| TrustWell Financial Advisors, LLC | 0.53% | Add +3.1% | 5,686 | $622K |
| Awm Capital, LLC | 0.05% | Reduce -0.9% | 5,625 | $615K |
| Silver Oak Securities, Incorporated | 0.04% | Add +31.1% | 5,603 | $613K |
| Kovack Advisors, Inc. | 0.03% | Reduce -72.5% | 5,635 | $611K |
| Single Point Partners, LLC | 0.11% | No change | 5,563 | $609K |
| Bar Harbor Wealth Management | 0.03% | Add +14.4% | 5,530 | $605K |
| XTX Topco Ltd | 0.01% | Add +46.3% | 5,523 | $604K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -8.6% | 5,482 | $600K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.0% | 5,481 | $600K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.22% | Add +0.5% | 5,480 | $600K |
| Stephens Inc. | 0.01% | No change | 5,473 | $599K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.6% | 5,470 | $599K |
| Canandaigua National Bank & Trust Co. | 0.05% | — | 5,447 | $596K |
| FC Advisory LLC | 0.16% | Add +1.9% | 5,445 | $596K |
| Busey Bank | 0.01% | Reduce -9.4% | 5,419 | $593K |
| American Trust | 0.05% | Reduce -0.9% | 5,387 | $590K |
| Inscription Capital, LLC | 0.05% | Reduce -10.0% | 5,361 | $587K |
| Rik Saylor Financial, Inc. | 0.39% | Reduce -1.7% | 5,316 | $582K |
| Clarity Financial LLC | 0.05% | Add +15.8% | 5,288 | $579K |
| American Financial Advisors, LLC | 0.07% | Reduce -2.4% | 5,226 | $572K |
| Baldwin Investment Management, LLC | 0.06% | No change | 5,200 | $569K |
| BCS Private Wealth Management, Inc. | 0.17% | No change | 5,070 | $555K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | No change | 5,070 | $555K |
| Alpha Financial Partners LLC | 0.29% | Add +1.7% | 5,069 | $555K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -10.1% | 5,038 | $551K |
| Shade Tree Advisors LLC | 0.32% | No change | 5,036 | $551K |
| Carr Financial Group Corp | 0.13% | No change | 5,033 | $551K |
| Fiduciary Trust Co | 0.01% | Reduce -50.0% | 5,000 | $547K |
| First Growth Capital LLC | 0.41% | Add +15.8% | 4,997 | $547K |
| Quest 10 Wealth Builders, Inc. | 0.42% | Add +0.4% | 4,962 | $543K |
| Veratis Advisors, Inc. | 0.38% | — | 4,928 | $539K |
| FSA Investment Group, LLC | 0.17% | Reduce -3.3% | 4,887 | $535K |
| Private Harbour Investment Management & Counsel, LLC | 0.63% | No change | 4,855 | $531K |
| Aspiriant, LLC | 0.01% | Add +1.6% | 4,842 | $530K |
| Rossby Financial, LCC | 0.10% | Reduce -31.9% | 4,711 | $526K |
| Hardin Capital Partners, LLC | 0.24% | Reduce -3.0% | 4,787 | $525K |
| Northern Trust Corp. | 0.00% | Reduce -24.2% | 4,792 | $524K |
| TRUE Private Wealth Advisors | 0.05% | No change | 4,774 | $522K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -12.6% | 4,757 | $521K |
| Caldwell Trust Co | 0.04% | Add +0.1% | 4,724 | $517K |
| Zinnia Wealth Advisory, LLC | 0.53% | Reduce -43.5% | 4,713 | $516K |
| Councilor Wealth, LLC | 0.21% | Add +1.6% | 4,691 | $513K |
| EFG International AG | 0.01% | Add +23.8% | 4,684 | $513K |
| Indivisible Partners | 0.03% | Reduce -76.4% | 4,684 | $513K |
| Portfolio Resources Advisor Group, Inc. | 0.43% | Add +2.2% | 4,670 | $511K |
| Duncker Streett & Co. Inc. | 0.09% | No change | 4,663 | $510K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +19.0% | 4,639 | $508K |
| Corepath Wealth Partners LLC | 0.32% | No change | 4,694 | $507K |
| Summit Wealth Group, LLC | 0.10% | Reduce -10.9% | 4,619 | $505K |
| Clearview Wealth Management LLC | 0.32% | Reduce -1.5% | 4,611 | $505K |
| Mezzasalma Advisors, LLC | 0.10% | Reduce -3.1% | 4,607 | $504K |
| Jeppson Wealth Management, LLC | 0.15% | Add +1.6% | 4,602 | $504K |
| Oder Investment Management, LLC | 0.33% | Add +0.4% | 4,512 | $494K |
| Gill Capital Partners, LLC | 0.13% | Reduce -4.3% | 4,506 | $493K |
| Envision Financial LLC | 0.23% | No change | 4,500 | $492K |
| Ancora Advisors LLC | 0.01% | Reduce -6.4% | 4,487 | $491K |
| AlphaCore Capital LLC | 0.01% | Add +8.0% | 4,447 | $487K |
| Virtue Asset Management LLC | 0.35% | Reduce -1.5% | 4,437 | $486K |
| Glen Eagle Advisors, LLC | 0.06% | Add +34.7% | 4,388 | $480K |
| Godfrey Financial Associates, Inc. | 0.36% | Add +2.1% | 4,311 | $472K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.2% | 4,303 | $471K |
| Camelot Technology Advisors, Inc. | 0.32% | Add +10.5% | 4,294 | $470K |
| Hardy Reed LLC | 0.03% | No change | 4,272 | $467K |
| Tilia Fiduciary Partners, Inc. | 0.22% | Reduce -7.4% | 4,216 | $461K |
| Legacy Financial Independent Advisors LLC | 0.22% | Reduce -8.0% | 4,203 | $460K |
| Trust Co. of Vermont | 0.02% | — | 4,191 | $459K |
| Courage Miller Partners, LLC | 0.12% | No change | 4,177 | $457K |
| Invesco Ltd. | 0.00% | Add +5.2% | 4,129 | $452K |
| NorthLanding Financial Partners, LLC | 0.31% | Add +0.6% | 4,127 | $452K |
| Matrix Trust Co | 0.07% | Add +3.3% | 4,124 | $451K |
| Composition Wealth, LLC | 0.01% | Reduce -82.3% | 4,119 | $451K |
| Barnes Pettey Financial Advisors, LLC | 0.14% | New | 4,114 | $450K |
| Fisher Asset Management | 0.00% | Add +11.2% | 4,103 | $449K |
| Parker Financial LLC | 0.16% | No change | 4,102 | $449K |
| Bath Savings Trust Co | 0.05% | Reduce -18.9% | 4,085 | $447K |
| Rwa Wealth Partners, LLC | 0.00% | Add +1.7% | 4,078 | $446K |
| Valmark Advisers, Inc. | 0.00% | Add +15.1% | 4,075 | $446K |
| ATLas Financial Planning LLC | 0.36% | Add +2.1% | 4,070 | $445K |
| Auour Investments LLC | 0.13% | Reduce -0.2% | 4,064 | $445K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -1.0% | 4,056 | $444K |
| Dorsey Wright & Associates | 0.07% | Reduce -85.9% | 4,015 | $439K |
| Market Street Wealth Management Advisors LLC | 0.06% | No change | 4,007 | $438K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +58.3% | 4,006 | $438K |
| Verus Capital Partners, LLC | 0.02% | Reduce -15.3% | 4,000 | $438K |
| PFG Advisors | 0.02% | Reduce -21.1% | 3,990 | $437K |
| Stronghold Wealth Management L.L.C. | 0.58% | Add +0.8% | 3,985 | $436K |
| Smith Thornton Advisors LLC | 0.19% | No change | 4,035 | $435K |
| Clearstead Advisors, LLC | 0.00% | Add +0.1% | 3,953 | $433K |
| Meridian Management Co. | 0.10% | Reduce -95.7% | 3,937 | $431K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,930 | $430K |
| Eddie Patel Inc | 0.26% | New | 3,928 | $430K |
| Sapient Capital LLC | 0.01% | New | 3,916 | $429K |
| KG Capital Management | 0.25% | Add +0.1% | 3,911 | $428K |
| Capital Wealth Alliance, LLC | 0.20% | Add +6.5% | 3,896 | $426K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.6% | 3,888 | $425K |
| Eq Wealth Advisors, LLC | 0.23% | Reduce -0.2% | 3,887 | $425K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 3,865 | $423K |
| Spire Wealth Management | 0.01% | Reduce -21.8% | 3,847 | $421K |
| Western Wealth Management, LLC | 0.01% | Reduce -38.6% | 3,847 | $421K |
| Houlihan Financial Resource Group, Ltd. | 0.15% | No change | 3,846 | $421K |
| Independent Family Office, LLC | 0.17% | Reduce -76.8% | 3,836 | $420K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.4% | 3,833 | $419K |
| North Star Investment Management Corp. | 0.02% | Add +2.1% | 3,828 | $419K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.4% | 3,796 | $415K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -22.3% | 3,789 | $415K |
| BSW Wealth Partners | 0.05% | Add +9.8% | 3,774 | $413K |
| Silverlake Wealth Management LLC | 0.08% | Add +1.2% | 3,757 | $411K |
| DMC Group, LLC | 0.28% | Reduce -22.4% | 3,735 | $409K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -40.3% | 3,700 | $405K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -87.5% | 3,687 | $404K |
| WESPAC Advisors, LLC | 0.20% | Reduce -60.3% | 3,681 | $403K |
| Personal Cfo Solutions, LLC | 0.06% | No change | 3,644 | $399K |
| Main Street Financial Solutions, LLC | 0.03% | Add +15.1% | 3,635 | $398K |
| Brown Advisory Inc. | 0.00% | Add +45.1% | 3,622 | $396K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -48.6% | 3,599 | $394K |
| Flputnam Investment Management Co. | 0.00% | Reduce -11.5% | 3,611 | $394K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 3,576 | $391K |
| Prentiss Smith & Co. Inc. | 0.21% | No change | 3,570 | $391K |
| Grandview Asset Management LLC | 0.10% | Reduce -8.5% | 3,556 | $389K |
| Journey Advisory Group, LLC | 0.03% | No change | 3,551 | $389K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.6% | 3,521 | $385K |
| Banco Santander, S.A. | 0.00% | Add +8.2% | 3,512 | $384K |
| GC Wealth Management RIA, LLC | 0.02% | New | 3,509 | $384K |
| Pinnacle Financial Group, LLC / IL | 0.09% | Add +1.1% | 3,501 | $383K |
| Mason Investment Advisory Services, Inc. | 0.01% | Add +7.2% | 3,500 | $383K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +2.9% | 3,494 | $382K |
| Middleton & Co. Inc. | 0.04% | No change | 3,484 | $381K |
| Moors & Cabot, Inc. | 0.01% | Add +0.3% | 3,478 | $381K |
| Successful Portfolios LLC | 0.18% | Reduce -0.6% | 3,511 | $380K |
| Prelude Capital Management, LLC | 0.03% | New | 3,460 | $379K |
| Park Edge Advisors, LLC | 0.08% | Add +22.9% | 3,430 | $375K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -2.5% | 3,421 | $374K |
| Crusonia Wealth Advisors LLC | 0.06% | Add +0.4% | 3,420 | $374K |
| Evanson Financial, LLC | 0.02% | — | 3,347 | $366K |
| SageView Advisory Group, LLC | 0.01% | Add +1.6% | 3,346 | $366K |
| Dorato Capital Management | 0.25% | No change | 3,384 | $366K |
| Mission Creek Capital Partners, Inc. | 0.06% | No change | 3,340 | $365K |
| Oxford Financial Group, LTD. LLC | 0.02% | Add +4.6% | 3,327 | $364K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,310 | $362K |
| West Paces Advisors Inc. | 0.06% | Add +17.9% | 3,300 | $361K |
| Guardian Partners Inc. | 0.03% | Reduce -0.0% | 3,300 | $361K |
| Boston Family Office LLC | 0.02% | Reduce -17.8% | 3,300 | $361K |
| World Investment Advisors | 0.01% | Reduce -8.2% | 3,255 | $359K |
| Quantinno Capital Management LP | 0.00% | Add +17.7% | 3,264 | $357K |
| Wormser Freres Gestion | 0.20% | New | 3,285 | $355K |
| Net Worth Advisory Group | 0.09% | Reduce -97.2% | 3,241 | $355K |
| Westmount Partners, LLC | 0.08% | No change | 3,240 | $355K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -9.8% | 3,217 | $352K |
| FSM Wealth Advisors, LLC | 0.04% | Add +0.2% | 3,213 | $352K |
| Midwest Trust Co | 0.00% | Reduce -1.9% | 3,161 | $346K |
| Baker Avenue Asset Management, LP | 0.01% | Add +0.5% | 3,154 | $345K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 3,149 | $345K |
| Aletheian Wealth Advisors LLC | 0.14% | No change | 3,098 | $339K |
| Clear Investment Research, LLC | 0.53% | Add +3.7% | 3,090 | $338K |
| Coastline Trust Co | 0.03% | Add +4.0% | 3,074 | $336K |
| Silvia McColl Wealth Management, LLC | 0.20% | No change | 3,055 | $334K |
| Mainsail Financial Group, LLC | 0.11% | No change | 3,053 | $334K |
| WFA of San Diego, LLC | 0.27% | Reduce -12.6% | 3,114 | $334K |
| W.H. Cornerstone Investments Inc. | 0.19% | Add +10.1% | 3,049 | $334K |
| Foundations Investment Advisors, LLC | 0.00% | Add +23.9% | 3,046 | $333K |
| Visionary Wealth Advisors | 0.01% | Reduce -20.1% | 3,042 | $333K |
| Roundview Capital LLC | 0.02% | Add +28.6% | 3,041 | $333K |
| Westfuller Advisors, LLC | 0.12% | Reduce -25.4% | 3,025 | $331K |
| First National Bank of Omaha | 0.01% | No change | 3,009 | $331K |
| Ghe, LLC | 0.12% | Reduce -10.3% | 3,017 | $330K |
| HCR Wealth Advisors | 0.03% | Reduce -47.2% | 3,015 | $330K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -30.2% | 3,011 | $329K |
| Ares Financial Consulting, LLC | 0.24% | Reduce -17.1% | 3,003 | $329K |
| Nautilus Advisors LLC | 0.19% | No change | 3,000 | $324K |
| SilverOak Wealth Management LLC | 0.04% | No change | 2,963 | $324K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Reduce -2.5% | 2,941 | $322K |
| Latitude Advisors, LLC | 0.13% | Add +0.4% | 2,936 | $321K |
| LexAurum Advisors, LLC | 0.04% | Add +16.5% | 2,910 | $318K |
| Pathstone Holdings, LLC | 0.00% | Add +54.5% | 2,853 | $312K |
| LPWM LLC | 0.07% | Reduce -0.7% | 2,840 | $311K |
| Simplicity Wealth,LLC | 0.01% | Add +1.4% | 2,839 | $311K |
| Alhambra Investment Management LLC | 0.14% | Add +1.8% | 2,826 | $309K |
| Cannell & Spears LLC | 0.01% | Reduce -5.8% | 2,785 | $305K |
| Kintra Wealth, LLC | 0.02% | Add +3.4% | 2,834 | $304K |
| Austin Asset Management Co Inc | 0.04% | No change | 2,762 | $302K |
| Hegarty Advisors, LLC | 0.21% | Reduce -6.1% | 2,761 | $302K |
| CLG LLC | 0.07% | Reduce -7.2% | 2,747 | $301K |
| Alan B Lancz & Associates, Inc. | 0.26% | No change | 2,725 | $298K |
| Hickory Point Bank & Trust | 0.18% | No change | 2,721 | $298K |
| Creekside Partners | 0.11% | Reduce -3.0% | 2,718 | $297K |
| TCFG Investment Advisors, LLC | 0.10% | Reduce -23.0% | 2,715 | $297K |
| Nuveen, LLC | 0.00% | New | 2,707 | $296K |
| ABLE Financial Group, LLC | 0.05% | No change | 2,692 | $295K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.8% | 2,659 | $291K |
| McAdam, LLC | 0.01% | Reduce -8.7% | 2,652 | $290K |
| Asset One Wealth Management LLC | 0.03% | Reduce -0.1% | 2,673 | $289K |
| Valued Retirements, Inc. | 0.26% | Reduce -2.3% | 2,639 | $289K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -9.3% | 2,621 | $287K |
| KPP Advisory Services LLC | 0.04% | Reduce -92.0% | 2,604 | $285K |
| Equity Wealth Partners, LLC | 0.10% | New | 2,603 | $285K |
| Angeles Wealth Management, LLC | 0.01% | Add +3.5% | 2,603 | $285K |
| Northstar Advisory Group, LLC | 0.09% | New | 2,594 | $284K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,580 | $282K |
| NewEdge Wealth, LLC | 0.00% | New | 2,572 | $281K |
| Sykon Capital LLC | 0.09% | New | 2,550 | $279K |
| Focus Financial Network, Inc. | 0.01% | Reduce -5.9% | 2,540 | $278K |
| Compass Planning Associates Inc | 0.15% | Add +1.7% | 2,511 | $275K |
| Davidson Trust Co. | 0.11% | No change | 2,510 | $275K |
| PW Nova Financial Services LLC | 0.06% | New | 2,505 | $274K |
| Paragon Capital Management Ltd | 0.05% | No change | 2,500 | $274K |
| Venture Visionary Partners LLC | 0.01% | Add +0.8% | 2,497 | $273K |
| WealthSpring Partners, LLC | 0.23% | Add +4.4% | 2,482 | $272K |
| Csenge Advisory Group | 0.01% | Reduce -13.8% | 2,480 | $271K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,468 | $271K |
| King Wealth Management Group | 0.03% | Reduce -3.6% | 2,475 | $271K |
| Foundation Wealth Management, LLC\PA | 0.08% | Reduce -5.8% | 2,472 | $270K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +4.9% | 2,464 | $270K |
| AlTi Global, Inc. | 0.01% | Add +0.2% | 2,450 | $268K |
| Prairie Advisory, LLC | 0.06% | — | 2,437 | $267K |
| Colony Family Offices, LLC | 0.06% | No change | 2,421 | $265K |
| Mokosak Advisory Group, LLC | 0.06% | Add +1.6% | 2,420 | $265K |
| American Wealth Advisors, LLC | 0.25% | Add +1.7% | 2,418 | $265K |
| DKM Wealth Management, Inc. | 0.17% | No change | 2,412 | $264K |
| Glass Jacobson Investment Advisors llc | 0.08% | Add +3.8% | 2,408 | $264K |
| IVC Wealth Advisors LLC | 0.10% | Reduce -14.7% | 2,406 | $263K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 2,405 | $263K |
| City Holding Co. | 0.03% | Add +139.6% | 2,403 | $263K |
| Werba Rubin Papier Wealth Management | 0.03% | Add +1.2% | 2,386 | $261K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +436.6% | 2,377 | $260K |
| Grey Ledge Advisors, LLC | 0.05% | No change | 2,370 | $259K |
| Strategy Asset Managers LLC | 0.04% | Reduce -3.6% | 2,359 | $258K |
| IFG Advisory, LLC | 0.01% | Add +1961.4% | 2,350 | $257K |
| Kingsbury Capital Investment Advisors LLC | 0.22% | Add +4.0% | 2,348 | $257K |
| KMT Wealth Management, LLC | 0.22% | New | 2,348 | $257K |
| Investment Advisory Group, LLC | 0.06% | No change | 2,321 | $254K |
| Strategic Point Investment Advisors, LLC | 0.03% | No change | 2,320 | $254K |
| Proficio Capital Partners LLC | 0.01% | No change | 2,310 | $253K |
| Bedel Financial Consulting, Inc. | 0.02% | Add +1.7% | 2,310 | $253K |
| Stegent Equity Advisors, Inc. | 0.18% | New | 2,286 | $250K |
| Capital Investment Management, Inc. | 0.08% | Add +0.8% | 2,280 | $250K |
| BIP Wealth, LLC | 0.01% | New | 2,279 | $249K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.9% | 2,300 | $249K |
| Sankala Group LLC | 0.17% | Add +45.6% | 2,321 | $248K |
| Grove Street Fiduciary, LLC | 0.10% | No change | 2,270 | $248K |
| S.A. Mason LLC | 0.08% | No change | 2,266 | $248K |
| Prosperitas Financial LLC | 0.08% | New | 2,260 | $247K |
| Cottonwood Capital Advisors, LLC | 0.15% | No change | 2,245 | $246K |
| Rodgers Brothers Inc. | 0.02% | No change | 2,243 | $245K |
| Forum Finance Group S.A. | 0.09% | No change | 2,770 | $245K |
| Family Investment Center, Inc. | 0.04% | Add +0.9% | 2,238 | $245K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +14.0% | 2,233 | $244K |
| Wealth Quarterback LLC | 0.07% | Reduce -17.1% | 2,215 | $242K |
| Gilpin Wealth Management, LLC | 0.17% | Reduce -4.3% | 2,213 | $242K |
| RDA Financial Network | 0.05% | Reduce -4.3% | 2,210 | $242K |
| Ritholtz Wealth Management | 0.00% | Reduce -0.6% | 2,205 | $241K |
| JMN Financial LLC | 0.19% | No change | 2,200 | $241K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.16% | New | 2,200 | $241K |
| Sax Wealth Advisors, LLC | 0.01% | New | 2,172 | $240K |
| One Wealth Advisors, LLC | 0.03% | New | 2,180 | $239K |
| Citizens Financial Group Inc. | 0.00% | New | 2,179 | $238K |
| Mainstay Capital Management LLC | 0.02% | No change | 2,164 | $237K |
| Wernau Asset Management Inc. | 0.22% | Add +4.4% | 2,159 | $236K |
| WJ Financial Advisors LLC | 0.17% | No change | 2,157 | $236K |
| TMB Capital Partners, LLC | 0.07% | No change | 2,148 | $235K |
| Mission Wealth Management, LP | 0.00% | New | 2,146 | $235K |
| Old Port Advisors | 0.05% | Reduce -0.2% | 2,127 | $233K |
| Blue Trust, Inc. | 0.00% | Add +95.3% | 2,121 | $232K |
| Bingham Private Wealth, LLC | 0.16% | Add +4.6% | 2,106 | $230K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | Add +4.3% | 2,104 | $230K |
| Innova Wealth Partners | 0.10% | Add +7.3% | 2,102 | $230K |
| Wiregrass Investment Management LLC | 0.16% | No change | 2,100 | $230K |
| Dearborn Partners LLC | 0.01% | New | 2,100 | $230K |
| Rock Point Advisors, LLC | 0.06% | No change | 2,095 | $229K |
| Triad Wealth Partners, LLC | 0.01% | New | 2,144 | $229K |
| Gradient Capital Advisors, LLC | 0.05% | No change | 2,070 | $227K |
| Todd Asset Management LLC | 0.00% | No change | 2,060 | $225K |
| North Forty Two & Co. | 0.19% | No change | 2,048 | $224K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -7.2% | 2,040 | $223K |
| Copia Wealth Management | 0.13% | Add +31.3% | 2,030 | $222K |
| HB Wealth Management, LLC | 0.00% | Reduce -41.6% | 2,029 | $222K |
| Avalon Trust Co | 0.01% | No change | 2,022 | $221K |
| Woodard & Co. Asset Management Group Inc. | 0.03% | No change | 2,021 | $221K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 2,009 | $220K |
| Northstar Asset Management Inc. | 0.06% | No change | 2,000 | $219K |
| Lazard Asset Management LLC | 0.00% | No change | 2,000 | $219K |
| Tribridge Partners Financial LLC | 0.09% | No change | 2,035 | $219K |
| Fourth Dimension Wealth, LLC | 0.07% | Reduce -0.8% | 1,995 | $218K |
| Goldstone Financial Group, LLC | 0.02% | Reduce -0.1% | 1,995 | $218K |
| Wealth Alliance, LLC | 0.02% | Reduce -94.5% | 1,985 | $217K |
| Alliance Wealth Advisors, LLC | 0.04% | Reduce -45.5% | 1,983 | $217K |
| Certified Advisory Corp | 0.02% | Add +1.8% | 1,977 | $216K |
| Vista Capital Partners, Inc. | 0.02% | No change | 1,971 | $216K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -8.7% | 1,960 | $214K |
| Epiq Partners, LLC | 0.09% | New | 1,956 | $214K |
| WealthBridge Capital Management, LLC | 0.04% | New | 1,943 | $213K |
| Buckhead Capital Management LLC | 0.07% | No change | 1,938 | $212K |
| First Hawaiian Bank | 0.03% | No change | 1,936 | $212K |
| Prostatis Group LLC | 0.05% | New | 1,935 | $212K |
| Pinnacle Holdings, LLC | 0.07% | Add +4.7% | 1,933 | $212K |
| Curran Financial Partners, LLC | 0.03% | Add +1.3% | 1,916 | $210K |
| Sage Capital Management, LLC | 0.08% | Add +1.6% | 1,913 | $209K |
| Texas Yale Capital Corp. | 0.00% | No change | 1,900 | $208K |
| Rose Capital Advisors LLC | 0.11% | — | 1,878 | $206K |
| Principle Wealth Partners LLC | 0.01% | No change | 1,878 | $206K |
| Key Client Fiduciary Advisors, LLC | 0.06% | Reduce -1.7% | 1,870 | $205K |
| Finward Bancorp | 0.15% | No change | 1,856 | $203K |
| Ofc Financial Planning, LLC | 0.18% | No change | 1,840 | $201K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +7.5% | 1,840 | $201K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +1.5% | 1,830 | $200K |
| Webster Bank, N. A. | 0.02% | Reduce -4.8% | 1,805 | $198K |
| Institute for Wealth Management, LLC. | 0.02% | New | 1,774 | $194K |
| Signaturefd, LLC | 0.00% | Add +93.6% | 1,731 | $189K |
| Financial Network Wealth Advisors LLC | 0.19% | Add +7.6% | 1,728 | $189K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.2% | 1,652 | $181K |
| International Assets Investment Management, LLC | 0.01% | Add +13.3% | 1,578 | $171K |
| Powell Investment Advisors, LLC | 0.05% | No change | 1,540 | $169K |
| Aptus Capital Advisors, LLC | 0.00% | Add +25.7% | 1,483 | $162K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 1,474 | $161K |
| Nvwm, LLC | 0.03% | Reduce -79.4% | 1,460 | $160K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -8.2% | 1,361 | $149K |
| Continuum Advisory, LLC | 0.01% | New | 1,319 | $144K |
| Kings Path Partners LLC | 0.04% | Reduce -1.3% | 1,300 | $142K |
| C M Bidwell & Associates Ltd. | 0.06% | Add +0.2% | 1,272 | $139K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,218 | $134K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,221 | $134K |
| Axiom Investment Management LLC | 0.09% | Reduce -2.3% | 1,217 | $133K |
| Barrett & Company, Inc. | 0.04% | Add +17.9% | 1,201 | $131K |
| UMB Bank, n.a. | 0.00% | No change | 1,131 | $124K |
| Tidemark, LLC | 0.03% | No change | 1,127 | $123K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,091 | $119K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,085 | $119K |
| Key Financial Inc | 0.02% | No change | 1,059 | $116K |
| Archer Investment Corp | 0.02% | No change | 997 | $109K |
| Cornerstone Planning Group LLC | 0.01% | Add +12.6% | 990 | $107K |
| Lanark Financial, Inc. | 0.01% | Add +0.2% | 970 | $106K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -94.9% | 934 | $102K |
| American Capital Advisory, LLC | 0.04% | No change | 888 | $97K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 875 | $96K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -37.2% | 866 | $95K |
| Consultiva Wealth Management, Corp. | 0.21% | No change | 853 | $93K |
| Founders Capital Management | 0.04% | No change | 843 | $92K |
| Hyposwiss Advisors SA | 0.09% | Reduce -30.1% | 835 | $91K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 803 | $88K |
| Rialto Wealth Management, LLC | 0.02% | No change | 764 | $84K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 740 | $81K |
| Ameriflex Group, Inc. | 0.03% | No change | 737 | $81K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 731 | $80K |
| Boyd Watterson Asset Management LLC | 0.02% | New | 719 | $79K |
| NBH Bank | 0.03% | — | 717 | $78K |
| Wellington-Altus USA Inc. | 0.06% | No change | 710 | $78K |
| Rothschild Investment LLC | 0.00% | No change | 694 | $76K |
| Gen-Wealth Partners Inc | 0.02% | Add +7.9% | 680 | $74K |
| Breakwater Investment Management | 0.02% | No change | 654 | $72K |
| Crewe Advisors LLC | 0.01% | Reduce -27.7% | 652 | $71K |
| FWL Investment Management, LLC | 0.01% | New | 643 | $70K |
| Downshift Financial, LLC | 0.03% | New | 642 | $70K |
| Raffa Wealth Management, LLC | 0.01% | Add +1.6% | 631 | $69K |
| Fiduciary Financial Advisors | 0.01% | New | 630 | $69K |
| Three Bearings Fiduciary Advisors, Inc. | 0.06% | No change | 610 | $67K |
| Y.D. More Investments Ltd | 0.00% | No change | 610 | $67K |
| First Bancorp, Inc | 0.03% | New | 592 | $65K |
| Banque Transatlantique SA | 0.00% | Add +64.9% | 577 | $63K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 566 | $62K |
| Quarry LP | 0.01% | New | 560 | $61K |
| Pinney & Scofield, Inc. | 0.03% | Reduce -37.0% | 553 | $61K |
| Deane Retirement Strategies, Inc. | 0.03% | Reduce -99.7% | 552 | $60K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 545 | $60K |
| MH & Associates Securities Management Corp. | 0.05% | No change | 540 | $59K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 536 | $59K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.0% | 520 | $57K |
| Front Row Advisors LLC | 0.02% | Reduce -19.4% | 519 | $56K |
| Clean Yield Group | 0.01% | No change | 500 | $55K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 494 | $54K |
| Seneschal Advisors, LLC | 0.04% | No change | 491 | $54K |
| Biltmore Family Office, LLC | 0.01% | No change | 490 | $54K |
| Essential Partners LLC | 0.02% | Reduce -29.7% | 476 | $52K |
| Timbuktu Capital Management, LLC | 0.08% | — | 475 | $52K |
| Triumph Capital Management | 0.01% | No change | 461 | $50K |
| Creative Financial Designs Inc. | 0.00% | Add +33.8% | 459 | $50K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -6.3% | 459 | $50K |
| Stone House Investment Management, LLC | 0.01% | Add +4.2% | 451 | $49K |
| Canton Hathaway, LLC | 0.01% | New | 450 | $49K |
| Golden State Wealth Management, LLC | 0.00% | Add +6.1% | 420 | $46K |
| Strategic Wealth Advisors LLC | 0.04% | Add +16.7% | 405 | $44K |
| Regatta Research & Money Management | 0.04% | — | 385 | $42K |
| Brown Brothers Harriman & Co. | 0.00% | Add +239.6% | 377 | $41K |
| Bfsg, LLC | 0.00% | No change | 361 | $40K |
| Bessemer Group Inc. | 0.00% | No change | 358 | $39K |
| IMA Advisory Services, Inc. | 0.00% | New | 356 | $39K |
| Eastern Bank | 0.00% | Reduce -5.9% | 333 | $36K |
| Ballast Advisors LLC | 0.01% | No change | 331 | $36K |
| LFA - Lugano Financial Advisors SA | 0.02% | No change | 330 | $36K |
| Hilltop National Bank | 0.01% | No change | 330 | $36K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 328 | $36K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.3% | 321 | $35K |
| Signature Equity Partners, LLC | 0.02% | Add +5.0% | 316 | $35K |
| Pittenger & Anderson Inc. | 0.00% | No change | 308 | $34K |
| CENTRAL TRUST Co | 0.00% | No change | 306 | $33K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 287 | $31K |
| Truvestments Capital LLC | 0.00% | New | 285 | $31K |
| NFSG Corp | 0.00% | New | 282 | $31K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -0.8% | 260 | $28K |
| Holos Integrated Wealth LLC | 0.01% | No change | 261 | $28K |
| Gladwyn Financial Advisors, Inc. | 0.02% | Add +1.6% | 254 | $28K |
| William B. Walkup & Associates, Inc. | 0.01% | No change | 244 | $27K |
| Evolution Wealth Management Inc. | 0.02% | No change | 239 | $26K |
| Cape Investment Advisory, Inc. | 0.01% | New | 239 | $26K |
| Boreal Capital Management LLC | 0.02% | New | 230 | $25K |
| Frisco Financial Planning LLC | 0.02% | No change | 210 | $23K |
| Main Street Group, LTD | 0.01% | Add +1.0% | 209 | $23K |
| EPG Wealth Management LLC | 0.01% | Add +1.9% | 209 | $23K |
| Friedenthal Financial | 0.01% | No change | 204 | $22K |
| Burnham & Co LLC | 0.02% | — | 200 | $22K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 200 | $22K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 186 | $20K |
| LifeSteps Financial, Inc. | 0.01% | New | 185 | $20K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -47.6% | 185 | $20K |
| Piscataqua Savings Bank | 0.01% | No change | 184 | $20K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 181 | $20K |
| SYM FINANCIAL Corp | 0.00% | Add +46.7% | 154 | $17K |
| Bangor Savings Bank | 0.00% | No change | 154 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 151 | $17K |
| Tsfg, LLC | 0.00% | No change | 146 | $16K |
| Strategic Advocates LLC | 0.06% | No change | 143 | $16K |
| DecisionPoint Financial, LLC | 0.00% | No change | 144 | $16K |
| Park Square Financial Group, LLC | 0.14% | Add +16.4% | 142 | $16K |
| Bare Financial Services, Inc | 0.00% | No change | 140 | $15K |
| Private Wealth Asset Management, LLC | 0.00% | New | 140 | $15K |
| Glassman Wealth Services | 0.00% | No change | 137 | $15K |
| St Germain D J Co. Inc. | 0.00% | Reduce -59.5% | 136 | $15K |
| Vanguard Advisers Inc. | 0.00% | New | 132 | $14K |
| Bravera Wealth | 0.01% | No change | 131 | $14K |
| Tompkins Financial Corp. | 0.00% | No change | 128 | $14K |
| Provident Wealth Management, LLC | 0.00% | New | 120 | $13K |
| McDonald Partners LLC | 0.00% | New | 120 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 113 | $12K |
| NBT Bank, N.A. | 0.00% | Reduce -79.1% | 109 | $12K |
| Nova Wealth Management, Inc. | 0.01% | No change | 103 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 100 | $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% | No change | 100 | $11K |
| HM Payson & Co. | 0.00% | No change | 100 | $11K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -58.8% | 96 | $11K |
| Concord Wealth Partners | 0.00% | New | 93 | $10K |
| CNB Bank | 0.00% | No change | 90 | $10K |
| Anchor Investment Management, LLC | 0.00% | Add +2.4% | 87 | $9K |
| Financial Perspectives, Inc | 0.00% | Add +2.4% | 86 | $9K |
| Olistico Wealth, LLC | 0.00% | No change | 75 | $8K |
| Abound Wealth Management | 0.00% | No change | 74 | $8K |
| Granite Investment Partners, LLC | 0.00% | No change | 68 | $7K |
| Costello Asset Management, INC | 0.00% | No change | 66 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 65 | $7K |
| Silver Grove Financial Group, Inc. | 0.00% | No change | 59 | $6K |
| Vision Retirement, LLC | 0.00% | No change | 59 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.8% | 57 | $6K |
| Colonial Trust Advisors | 0.00% | Reduce -69.6% | 51 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 47 | $5K |
| USA Financial Formulas | 0.00% | — | 46 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 45 | $5K |
| Evolution Advisers, Inc. | 0.00% | New | 42 | $4K |
| Burk Holdings LLC | 0.00% | New | 35 | $4K |
| Realta Investment Advisors | 0.00% | Reduce -94.0% | 31 | $3K |
| Compass Financial Management LLC | 0.00% | — | 31 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 30 | $3K |
| Integrity Financial Corp | 0.00% | No change | 29 | $3K |
| Legacy Bridge, LLC | 0.00% | No change | 28 | $3K |
| Investors Research Corp | 0.00% | No change | 28 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -40.0% | 27 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +420.0% | 26 | $3K |
| SHP Wealth Management | 0.00% | New | 25 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 22 | $2K |
| Rakuten Securities, Inc. | 0.00% | Add +90.9% | 21 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | New | 20 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 19 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 19 | $2K |
| Hoese & Co LLP | 0.00% | New | 18 | $2K |
| High Note Wealth, LLC | 0.00% | No change | 17 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -73.3% | 16 | $2K |
| Kiker Wealth Management, LLC | 0.00% | No change | 14 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 14 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 13 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 12 | $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 |
| Signature Resources Capital Management, LLC | 0.00% | New | 9 | $985 |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 9 | $985 |
| Caitlin John, LLC | 0.00% | No change | 8 | $875 |
| Vanguard National Trust Co | 0.00% | No change | 8 | $875 |
| PayPay Securities Corp | 0.02% | Reduce -12.5% | 7 | $766 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -92.1% | 7 | $766 |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -73.9% | 6 | $656 |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 5 | $547 |
| Kingdom Financial Group LLC. | 0.00% | No change | 2 | $219 |
| 1 North Wealth Services LLC | 0.00% | Reduce -33.3% | 2 | $191 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $164 |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 1 | $110 |
| Central Pacific Bank - Trust Division | 0.00% | New | 1 | $109 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $98 |
| Mascoma Wealth Management LLC | 0.00% | No change | 1 | $77 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | New | 1 | $24 |
| Smithfield Trust Co | 0.00% | New | 9 | $0 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -98.4% | 1 | $0 |
| 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.