iShares US Treasury Bond ETFGOVTETF
13F holders, Q4 2024 (December 31)792holders +71
61new positions
53sold out
2famous investors
$22.96avg. 13F price*
At the end of Q4 2024, 792 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, up 71 from Q3 2024. 61 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($9.7B), LPL Financial LLC ($2.6B) and Envestnet Asset Management Inc. ($1.6B). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares US Treasury Bond ETF
- CUSIP
- 46429B267
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $89.9M |
| Exits | 53 | $254.2M |
All 13F filers, Q3 2024 → Q4 2024: 168,041,823 shares bought and 37,815,171 shares sold, net +130,226,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 792 holders
| Bank of America Corp. | 0.90% | Add +12.5% | 423,933,669 | $9.7B |
| LPL Financial LLC | 1.06% | Add +5.0% | 113,104,408 | $2.6B |
| Envestnet Asset Management Inc. | 0.53% | Add +5.2% | 71,528,583 | $1.6B |
| Truist Financial Corp. | 2.41% | Add +2.4% | 66,956,719 | $1.5B |
| JPMorgan Chase & Co. | 0.09% | Add +343.4% | 49,365,745 | $1.1B |
| PNC Financial Services Group, Inc. | 0.61% | Add +8.7% | 39,816,820 | $915.0M |
| Allworth Financial LP | 4.11% | Add +15.4% | 33,236,595 | $747.2M |
| Wealth Enhancement Advisory Services, LLC | 0.95% | Add +1067.0% | 21,613,760 | $496.7M |
| Assetmark, Inc. | 1.34% | Add +16.2% | 21,409,555 | $492.0M |
| Morgan Stanley | 0.03% | Add +6.0% | 20,989,744 | $482.3M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +56.7% | 20,088,596 | $461.6M |
| FMR LLC | 0.03% | Reduce -27.1% | 19,214,897 | $441.6M |
| BlackRock, Inc. | 0.01% | Add +0.7% | 13,345,019 | $306.7M |
| Fund Evaluation Group, LLC | 14.23% | Add +9.5% | 13,247,340 | $304.4M |
| Morningstar Investment Management LLC | 23.78% | Add +49.5% | 13,124,464 | $301.6M |
| Mutual Advisors, LLC | 7.37% | Add +18.2% | 11,332,555 | $254.5M |
| Peavine Capital, LLC | 58.43% | Add +5.9% | 10,096,178 | $232.0M |
| Jordan Park Group LLC | 15.35% | Add +15.2% | 9,038,850 | $207.7M |
| United Capital Financial Advisors, LLC | 1.53% | Reduce -2.9% | 7,862,876 | $180.7M |
| Townsquare Capital LLC | 1.79% | Add +11.8% | 6,880,812 | $158.1M |
| Prime Capital Investment Advisors, LLC | 2.07% | Reduce -15.1% | 6,195,577 | $142.4M |
| Ameriprise Financial Inc. | 0.04% | Reduce -0.8% | 6,060,377 | $139.2M |
| UBS Group AG | 0.03% | Add +26.0% | 5,768,796 | $132.6M |
| TD Private Client Wealth LLC | 3.66% | Add +4.0% | 5,690,525 | $130.8M |
| Nationwide Fund Advisors | 9.99% | Reduce -0.6% | 5,435,330 | $124.9M |
| EP Wealth Advisors, LLC | 1.01% | Add +3.5% | 5,373,142 | $123.5M |
| Norinchukin Bank, The | 2.49% | Add +20.5% | 5,135,378 | $118.0M |
| MCF Advisors LLC | 8.21% | Add +13.6% | 5,093,049 | $117.0M |
| Cobblestone Capital Advisors LLC | 6.18% | Add +1.9% | 4,931,775 | $113.3M |
| School Employees Retirement Board of Ohio | 49.70% | Add +11.8% | 4,160,742 | $95.6M |
| Cetera Investment Advisers | 0.19% | Add +2.2% | 3,895,842 | $89.5M |
| Deutsche Bank AG | 0.03% | Add +21.9% | 3,590,140 | $82.5M |
| Royal Bank of Canada | 0.02% | Add +2.0% | 3,544,908 | $81.5M |
| Crestwood Advisors Group, LLC | 1.42% | Reduce -0.4% | 3,305,707 | $76.0M |
| Alesco Advisors, LLC, An ESL Co | 2.31% | Add +3.8% | 3,192,721 | $73.4M |
| Clearstead Advisors, LLC | 1.09% | Add +0.1% | 3,115,335 | $71.6M |
| SYM FINANCIAL Corp | 9.15% | Add +8.0% | 3,079,574 | $70.8M |
| Northern Trust Corp. | 0.01% | Add +12.3% | 2,895,224 | $66.5M |
| Captrust Financial Advisors | 0.19% | Add +11094.2% | 2,864,267 | $65.8M |
| Wedmont Private Capital | 3.24% | Add +15.3% | 2,759,911 | $61.5M |
| 1607 Capital Partners, LLC | 4.72% | Add +183.1% | 2,558,892 | $58.8M |
| Commerce Bank | 0.36% | Reduce -9.0% | 2,549,661 | $58.6M |
| Mill Creek Capital Advisors, LLC | 1.29% | Add +0.5% | 2,333,330 | $53.6M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -4.0% | 2,145,165 | $49.3M |
| Sanctuary Advisors, LLC | 0.31% | Add +5.2% | 2,149,319 | $48.6M |
| AE Wealth Management LLC | 0.41% | Add +14.6% | 2,096,817 | $48.2M |
| Commonwealth Equity Services, LLC | 0.07% | Add +4.2% | 2,093,187 | $48.1M |
| Osaic Holdings, Inc. | 0.11% | Add +8.4% | 2,091,077 | $48.1M |
| Thrivent Financial for Lutherans | 0.08% | Add +27.0% | 1,899,007 | $43.5M |
| MML Investors Services, LLC | 0.14% | Add +22.2% | 1,804,314 | $41.5M |
| Brown Advisory Inc. | 0.05% | Reduce -7.9% | 1,792,709 | $41.2M |
| 3EDGE Asset Management, LP | 2.53% | Reduce -4.3% | 1,782,292 | $41.0M |
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 1,762,424 | $40.5M |
| Heirloom Wealth Management | 11.81% | Reduce -2.6% | 1,712,880 | $39.4M |
| Foster Group, Inc. | 1.48% | Reduce -1.5% | 1,685,558 | $38.7M |
| Castleark Management LLC | 1.30% | New | 1,621,369 | $37.3M |
| NorthCoast Asset Management LLC | 0.18% | Add +6.0% | 1,562,827 | $35.9M |
| Sand Hill Global Advisors, LLC | 1.52% | Reduce -16.1% | 1,558,773 | $35.8M |
| BlueStem Wealth Partners, LLC | 4.63% | — | 1,535,845 | $35.3M |
| Cwm, LLC | 0.15% | Reduce -6.5% | 1,524,536 | $35.0M |
| Verum Partners LLC | 9.99% | Add +2.6% | 1,505,944 | $34.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Reduce -12.0% | 1,528,795 | $34.4M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +2.8% | 1,485,968 | $34.1M |
| Bank of New York Mellon Corp | 0.01% | Add +9.0% | 1,484,339 | $34.1M |
| US Bancorp \de | 0.04% | Add +17.6% | 1,470,042 | $33.8M |
| Raymond James Financial Inc. | 0.01% | — | 1,395,416 | $32.1M |
| McKinley Carter Wealth Services, Inc. | 1.84% | Add +5.7% | 1,305,646 | $30.0M |
| Acorns Advisers, LLC | 0.28% | Add +6.3% | 1,237,608 | $28.4M |
| Heck Capital Advisors, LLC | 3.18% | Reduce -1.8% | 1,205,215 | $27.7M |
| Brueske Advisory Services, LLC | 23.72% | — | 1,160,633 | $26.7M |
| Global Retirement Partners, LLC | 0.75% | Add +2.0% | 1,142,796 | $26.3M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -4.9% | 1,074,662 | $24.7M |
| Rock Creek Group LLC | 2.56% | Reduce -61.1% | 1,060,389 | $24.4M |
| Schmidt P J Investment Management Inc. | 4.21% | Add +2.4% | 1,055,825 | $24.3M |
| Johnson Bixby & Associates, LLC | 3.58% | Reduce -0.4% | 1,020,991 | $23.5M |
| Financial Advocates Investment Management | 1.32% | Add +6.1% | 1,009,236 | $23.2M |
| Capital Planning Advisors, LLC | 3.57% | Reduce -19.7% | 1,006,363 | $23.1M |
| Dodds Wealth, LLC | 7.27% | Add +3.2% | 1,006,500 | $22.6M |
| Park Avenue Securities LLC | 0.23% | Reduce -38.8% | 973,981 | $22.4M |
| Stifel Financial Corp. | 0.02% | Add +4.9% | 949,780 | $21.8M |
| Roberts Financial Services LLC | 4.07% | Add +3.1% | 939,176 | $21.6M |
| Bailard, Inc. | 0.55% | Reduce -17.4% | 931,471 | $21.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.2% | 916,912 | $21.1M |
| St Germain D J Co. Inc. | 0.96% | Reduce -5.0% | 915,242 | $21.0M |
| Cutler Investment Counsel LLC | 2.61% | Add +12.6% | 912,493 | $21.0M |
| Cambridge Associates LLC /Ma/ | 0.67% | Add +15.6% | 908,045 | $20.9M |
| Savant Capital, LLC | 0.16% | New | 891,825 | $20.5M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +221.9% | 847,932 | $19.5M |
| Perigon Wealth Management, LLC | 0.47% | Add +5.4% | 856,778 | $19.2M |
| Lifeworks Advisors, LLC | 3.41% | Add +11.4% | 821,816 | $18.9M |
| Annandale Capital, LLC | 3.74% | Add +9.7% | 821,235 | $18.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +1.9% | 807,638 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.4% | 802,632 | $18.4M |
| Cook Wealth, LLC | 8.47% | Add +3.2% | 804,779 | $18.1M |
| Seneca Financial Advisors LLC | 8.96% | Add +7.9% | 785,079 | $18.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +23.4% | 760,253 | $17.5M |
| Arcadia Wealth Management, LLC | 8.58% | Reduce -3.6% | 737,660 | $17.0M |
| Cerity Partners LLC | 0.04% | Reduce -7.4% | 735,355 | $16.9M |
| SCS Capital Management LLC | 0.32% | Add +36.8% | 683,855 | $15.7M |
| Gibbs Wealth Management | 4.25% | Add +16.8% | 682,293 | $15.7M |
| Cresset Asset Management, LLC | 0.07% | Add +88.4% | 676,199 | $15.5M |
| Private Advisor Group, LLC | 0.09% | Reduce -14.4% | 676,002 | $15.5M |
| Equitable Holdings, Inc. | 0.15% | Add +13.5% | 671,311 | $15.4M |
| Envision Financial Planning, LLC | 7.95% | Add +3.8% | 669,089 | $15.4M |
| Integrated Wealth Concepts LLC | 0.18% | Add +1.1% | 667,170 | $15.3M |
| Bartlett & Co. Wealth Management LLC | 0.22% | Reduce -13.3% | 655,495 | $15.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.19% | Reduce -1.1% | 642,555 | $14.4M |
| Snider Financial Group | 4.32% | Add +27.5% | 606,781 | $13.9M |
| SeaBridge Investment Advisors LLC | 2.90% | Reduce -13.8% | 603,324 | $13.9M |
| Coldstream Capital Management Inc. | 0.29% | Add +2166.9% | 600,714 | $13.8M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.44% | Add +50.1% | 600,557 | $13.8M |
| Trilogy Capital Inc. | 0.71% | Reduce -5.4% | 598,509 | $13.8M |
| Occidental Asset Management, LLC | 2.09% | Add +3.1% | 581,635 | $13.4M |
| Spectrum Strategic Capital Management, LLC | 8.22% | Reduce -2.5% | 568,071 | $13.1M |
| Strategic Blueprint, LLC | 0.76% | Add +4.8% | 554,230 | $12.7M |
| Integrity Alliance, Llc. | 1.37% | — | 550,762 | $12.7M |
| Topel & Distasi Wealth Management, LLC | 5.30% | Add +4.2% | 538,128 | $12.4M |
| Key Financial Inc | 2.77% | Add +1.8% | 530,653 | $12.2M |
| Bernardo Wealth Planning LLC | 2.90% | Reduce -11.5% | 545,123 | $12.1M |
| Mariner, LLC | 0.02% | Add +1.7% | 516,900 | $11.9M |
| Montecito Bank & Trust | 2.06% | Reduce -2.2% | 516,309 | $11.9M |
| Bank of Montreal | 0.01% | Add +4.7% | 508,235 | $11.7M |
| Seascape Capital Management | 3.99% | Reduce -2.0% | 498,890 | $11.5M |
| HighTower Advisors, LLC | 0.02% | Add +8.8% | 494,740 | $11.4M |
| Cerity Partners OCIO LLC | 0.75% | Add +5.1% | 493,726 | $11.3M |
| Anfield Capital Management, LLC | 4.03% | Add +3.0% | 483,144 | $11.1M |
| NewEdge Advisors, LLC | 0.06% | Add +2.3% | 469,748 | $10.8M |
| Pacific Wealth Management | 5.61% | Reduce -57.6% | 461,135 | $10.6M |
| Geneos Wealth Management Inc. | 0.37% | Add +3.8% | 460,885 | $10.6M |
| Blueprint Investment Partners LLC | 1.68% | Reduce -64.1% | 460,015 | $10.6M |
| Atria Investments, Inc | 0.13% | Reduce -3.3% | 457,447 | $10.5M |
| Clear Creek Financial Management, LLC | 1.13% | Reduce -7.3% | 456,672 | $10.5M |
| IFG Advisory, LLC | 0.59% | Add +23.3% | 453,652 | $10.4M |
| Phoenix Financial Ltd. | 0.14% | Add +3.8% | 454,163 | $10.4M |
| Klaas Financial Asset Advisors, LLC | 1.76% | Reduce -0.1% | 435,757 | $10.0M |
| Modern Wealth Management, LLC | 0.37% | Add +82.1% | 435,539 | $10.0M |
| Northwest & Ethical Investments L.P. | 0.26% | Reduce -13.4% | 421,230 | $9.7M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -2.3% | 419,752 | $9.6M |
| Farther Finance Advisors, LLC | 0.34% | Reduce -2.5% | 404,925 | $9.3M |
| Optas, LLC | 2.00% | Reduce -1.4% | 404,369 | $9.3M |
| Independent Advisor Alliance | 0.12% | Add +3459.5% | 403,687 | $9.3M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -24.6% | 390,175 | $9.0M |
| Strategic Investment Advisors / MI | 0.94% | Add +22.7% | 385,425 | $8.9M |
| Meridian Wealth Management, LLC | 0.42% | Add +3.3% | 381,335 | $8.8M |
| Hilltop Holdings Inc. | 0.55% | Reduce -7.1% | 380,979 | $8.8M |
| Ashford Capital Management Inc. | 1.03% | Add +114.9% | 379,652 | $8.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -22.7% | 378,758 | $8.7M |
| Parallel Advisors, LLC | 0.20% | Add +8.8% | 377,730 | $8.7M |
| Crestmont Private Wealth LLC | 3.90% | Add +5.6% | 376,928 | $8.7M |
| Foundations Investment Advisors, LLC | 0.17% | Add +10.0% | 374,528 | $8.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Reduce -2.0% | 371,433 | $8.5M |
| Scotia Capital Inc. | 0.04% | Add +13.7% | 365,628 | $8.4M |
| Center For Asset Management LLC | 5.15% | Add +2.2% | 346,261 | $8.0M |
| Wilmington Savings Fund Society, FSB | 0.14% | Add +1.0% | 346,107 | $8.0M |
| Westshore Wealth, LLC | 3.20% | Add +5.7% | 342,919 | $7.9M |
| Drive Wealth Management, LLC | 1.92% | Add +8.4% | 340,091 | $7.8M |
| Compagnie Lombard Odier SCmA | 0.11% | Add +16.3% | 335,118 | $7.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +2.5% | 334,455 | $7.7M |
| Creative Planning | 0.01% | Add +111.2% | 326,153 | $7.5M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +98.3% | 316,428 | $7.3M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +98.3% | 316,428 | $7.3M |
| Cornerstone National Bank & Trust Co | 3.30% | Reduce -3.3% | 312,288 | $7.2M |
| Access Financial Services, Inc. | 3.10% | Reduce -55.2% | 303,342 | $7.0M |
| Prasad Wealth Partners, LLC | 2.23% | — | 300,397 | $6.9M |
| Greenline Partners, LLC | 0.96% | Reduce -5.3% | 297,564 | $6.8M |
| Wise Wealth Partners | 16.76% | — | 295,628 | $6.8M |
| Barclays PLC | 0.00% | Add +5.4% | 291,325 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -10.7% | 287,721 | $6.6M |
| Coign Capital Advisors LLC | 5.98% | — | 282,427 | $6.5M |
| Kestra Investment Management, LLC | 0.25% | Add +5.1% | 274,724 | $6.3M |
| Armstrong Advisory Group, Inc. | 0.50% | Reduce -7.9% | 272,195 | $6.3M |
| Family Capital Trust Co | 2.12% | Add +3444.8% | 271,995 | $6.2M |
| CW Advisors, LLC | 0.08% | Add +16.8% | 267,845 | $6.2M |
| Mma Asset Management LLC | 2.67% | Reduce -19.4% | 266,079 | $6.1M |
| Portside Wealth Group, LLC | 1.00% | Add +9.4% | 263,034 | $6.0M |
| Avalon Capital Management | 1.92% | Reduce -43.9% | 259,144 | $6.0M |
| HSBC Holdings PLC | 0.00% | Reduce -5.0% | 254,833 | $5.9M |
| Diversify Wealth Management, LLC | 0.44% | Add +39.3% | 255,636 | $5.7M |
| Landing Point Financial Group, LLC | 4.25% | — | 248,107 | $5.6M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -8.4% | 240,999 | $5.5M |
| DSG Capital Advisors, LLC | 0.99% | — | 237,196 | $5.5M |
| Fairtree Asset Management (Pty) Ltd | 5.10% | — | 231,871 | $5.3M |
| Bull Oak Capital, LLC | 2.93% | Reduce -40.2% | 229,435 | $5.3M |
| Principal Securities, Inc. | 0.12% | Add +4.4% | 225,773 | $5.2M |
| Diversify Advisory Services, LLC | 0.28% | Add +6.6% | 228,337 | $5.1M |
| AdvisorNet Financial, Inc | 0.42% | Reduce -4.7% | 218,614 | $5.0M |
| Sterling Financial Planning, Inc. | 1.81% | Add +36.9% | 214,403 | $4.9M |
| Proquility Private Wealth Partners, LLC | 1.56% | Reduce -13.6% | 211,084 | $4.9M |
| Tiaa Trust, National Association | 0.01% | Add +4.9% | 205,804 | $4.7M |
| Mather Group, Llc. | 0.06% | Reduce -5.5% | 204,581 | $4.7M |
| Financial Management Network Inc. | 0.96% | Add +24.8% | 206,097 | $4.6M |
| Interactive Financial Advisors, Inc. | 2.38% | Add +2.2% | 197,451 | $4.5M |
| Paragon Capital Management Inc. | 3.54% | Reduce -1.0% | 197,094 | $4.5M |
| Highline Wealth Partners LLC | 1.45% | Reduce -36.6% | 193,000 | $4.4M |
| Comerica Bank | 0.02% | Reduce -14.3% | 192,972 | $4.4M |
| Strategic Financial Concepts, LLC | 0.84% | Add +511.3% | 189,677 | $4.4M |
| Sowell Financial Services LLC | 0.23% | Reduce -34.4% | 188,589 | $4.3M |
| Privium Fund Management (UK) Ltd | 3.52% | New | 192,800 | $4.3M |
| National Bank of Canada | 0.01% | Add +99.4% | 184,928 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | New | 182,317 | $4.2M |
| CreativeOne Wealth, LLC | 0.13% | Add +3.2% | 181,768 | $4.2M |
| Phoenix Wealth Advisors | 1.81% | Reduce -9.6% | 181,564 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +11.3% | 181,446 | $4.2M |
| Element Wealth, LLC | 2.12% | Add +25.1% | 176,232 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +103.0% | 176,126 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.17% | Reduce -1.1% | 174,244 | $4.0M |
| Ullmann Wealth Partners Group, LLC | 0.52% | Reduce -2.7% | 173,743 | $4.0M |
| SteelPeak Wealth, LLC | 0.17% | Add +16.5% | 173,043 | $4.0M |
| Merit Financial Group, LLC | 0.07% | Add +70.7% | 169,574 | $3.9M |
| Private Trust Co. NA | 0.40% | Reduce -11.3% | 168,902 | $3.9M |
| Vantage Financial Partners, LLC | 0.96% | Reduce -0.3% | 166,155 | $3.8M |
| Sharkey, Howes & Javer | 0.53% | Reduce -2.3% | 164,897 | $3.8M |
| Capital Investment Counsel, LLC | 0.63% | Add +3.2% | 163,694 | $3.8M |
| PFG Investments, LLC | 0.23% | Add +2.5% | 163,438 | $3.8M |
| GLOBALT Investments LLC / GA | 0.14% | Reduce -93.4% | 162,551 | $3.7M |
| Addison Capital Co | 1.46% | Add +21.6% | 159,816 | $3.7M |
| One Day In July LLC | 0.38% | Reduce -15.2% | 159,516 | $3.7M |
| Fifth Third Securities, Inc. | 0.31% | Reduce -1.0% | 159,340 | $3.7M |
| Olde Wealth Management, LLC | 1.30% | Add +11.0% | 158,258 | $3.6M |
| Synovus Financial Corp. | 0.05% | Reduce -27.4% | 157,145 | $3.6M |
| FFG Retirement Advisors LLC | 2.25% | Add +3.3% | 150,044 | $3.4M |
| Dorsey & Whitney Trust CO LLC | 0.19% | Add +10.3% | 147,750 | $3.4M |
| Smith Thornton Advisors LLC | 2.14% | Add +1.2% | 147,132 | $3.4M |
| First Pacific Financial | 0.78% | Reduce -1.2% | 146,733 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +4.2% | 144,720 | $3.3M |
| Choreo, LLC | 0.05% | Reduce -6.3% | 146,064 | $3.3M |
| Regal Investment Advisors LLC | 0.25% | Reduce -44.1% | 142,562 | $3.3M |
| CFS Investment Advisory Services, LLC | 0.29% | Add +1.9% | 141,716 | $3.3M |
| M&T Bank Corp | 0.01% | Add +6.3% | 139,858 | $3.2M |
| KWB Wealth | 0.39% | Reduce -13.5% | 135,267 | $3.2M |
| Fortitude Advisory Group L.L.C. | 1.91% | Reduce -1.3% | 137,708 | $3.2M |
| Swmg, LLC | 1.25% | Add +7.2% | 139,967 | $3.1M |
| Dentgroup LLC | 2.34% | Reduce -47.0% | 133,026 | $3.1M |
| LVW Advisors, LLC | 0.37% | Add +2.5% | 131,485 | $3.0M |
| Shira Ridge Wealth Management | 1.48% | Add +32.4% | 131,295 | $3.0M |
| Coordinated Financial Services, Inc. | 2.38% | — | 130,622 | $3.0M |
| SageView Advisory Group, LLC | 0.13% | Add +665.5% | 130,487 | $3.0M |
| Beacon Bridge Wealth Partners, LLC | 1.26% | Reduce -48.1% | 129,320 | $3.0M |
| Advisory Services Network, LLC | 0.06% | Add +391.9% | 128,845 | $3.0M |
| Sollinda Capital Management LLC | 0.81% | Add +7.3% | 128,187 | $2.9M |
| Paladin Advisory Group, LLC | 2.17% | Reduce -60.9% | 123,506 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -22.5% | 122,407 | $2.8M |
| Spartan Planning & Wealth Management | 2.46% | — | 117,433 | $2.7M |
| Novem Group | 0.40% | — | 117,115 | $2.7M |
| WealthCare Investment Partners, LLC | 1.16% | Add +4.3% | 118,561 | $2.7M |
| Shared Vision Wealth Group LLC | 1.40% | Reduce -2.0% | 115,679 | $2.7M |
| Catalina Capital Group, LLC | 0.88% | Reduce -23.0% | 115,666 | $2.7M |
| 4WEALTH Advisors, Inc. | 2.71% | — | 115,124 | $2.6M |
| Ascent Group, LLC | 0.20% | Reduce -5.8% | 114,710 | $2.6M |
| Westfuller Advisors, LLC | 1.65% | Add +174.3% | 113,097 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | New | 112,600 | $2.6M |
| BNP Paribas | 0.03% | Add +17.4% | 109,152 | $2.5M |
| Comprehensive Financial Planning, Inc. | 2.11% | — | 108,667 | $2.5M |
| Western Financial Corp | 1.37% | Add +7.9% | 108,564 | $2.5M |
| Cibc World Market Inc. | 0.01% | Reduce -35.4% | 107,258 | $2.5M |
| Twele Capital Management, Inc. | 0.51% | Add +10.2% | 105,462 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -8.9% | 104,772 | $2.4M |
| Shelter Mutual Insurance Co | 0.59% | No change | 105,250 | $2.4M |
| Stonekeep Investments, LLC | 1.72% | Add +47.8% | 100,544 | $2.3M |
| Valmark Advisers, Inc. | 0.04% | Add +20.1% | 100,491 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.22% | Add +5.5% | 97,988 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 97,938 | $2.3M |
| GAMMA Investing LLC | 0.19% | Add +5.3% | 97,704 | $2.2M |
| MA Private Wealth | 0.41% | Reduce -3.6% | 95,634 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +89.8% | 94,970 | $2.2M |
| Greenleaf Trust | 0.02% | Add +34.0% | 94,872 | $2.2M |
| Blue Edge Capital, LLC | 0.34% | Add +3.8% | 94,857 | $2.2M |
| AtlasMark Financial, Inc | 1.94% | Add +8.9% | 91,847 | $2.1M |
| Wesbanco Bank Inc. | 0.07% | Add +15.1% | 91,203 | $2.1M |
| Family Firm, Inc. | 0.46% | Add +12.5% | 89,568 | $2.1M |
| Wealthfront Advisers LLC | 0.01% | Add +41.4% | 89,370 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.5% | 88,848 | $2.0M |
| Dynasty Wealth Management, LLC | 0.04% | Add +141.9% | 88,601 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -8.5% | 88,091 | $2.0M |
| Anchor Pointe Wealth Management, LLC | 2.59% | — | 88,527 | $2.0M |
| Heritage Wealth Management, Inc. | 1.69% | Add +5.9% | 86,054 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.35% | Add +3.7% | 84,384 | $1.9M |
| Sovran Advisors, LLC | 0.27% | — | 86,227 | $1.9M |
| Clear Harbor Asset Management, LLC | 0.15% | Add +444.0% | 83,445 | $1.9M |
| Canandaigua National Trust Co of Florida | 1.48% | Add +260.6% | 82,358 | $1.9M |
| ORG Partners LLC | 0.26% | Add +3.8% | 80,858 | $1.9M |
| BIP Wealth, LLC | 0.12% | Add +15.1% | 80,239 | $1.8M |
| SWP Financial LLC | 1.11% | New | 80,123 | $1.8M |
| Keel Point, LLC | 0.15% | Reduce -5.9% | 79,130 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -52.5% | 78,826 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +8.0% | 78,797 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -1.8% | 78,146 | $1.8M |
| Stewardship Advisors, LLC | 0.50% | Reduce -67.0% | 77,696 | $1.8M |
| Prospera Financial Services Inc | 0.04% | Add +0.6% | 77,667 | $1.8M |
| Triad Wealth Partners, LLC | 0.64% | Add +141.7% | 77,513 | $1.8M |
| TSA Wealth Managment LLC | 0.72% | Add +5.2% | 76,900 | $1.8M |
| Roble, Belko & Company, Inc | 0.28% | Add +49.6% | 76,909 | $1.8M |
| Prime Buchholz LLC | 0.57% | — | 76,437 | $1.8M |
| Intelligence Driven Advisers, LLC | 0.33% | Reduce -24.3% | 75,325 | $1.7M |
| Eight 31 Financial, LLC | 1.31% | No change | 74,944 | $1.7M |
| Quadrature Capital Ltd | 0.03% | Add +62.0% | 75,485 | $1.7M |
| Trek Financial, LLC | 0.13% | Add +2.2% | 73,767 | $1.7M |
| Blue Trust, Inc. | 0.02% | Add +1.5% | 73,451 | $1.7M |
| TFB Advisors LLC | 0.47% | Add +12.0% | 71,078 | $1.6M |
| Summit Wealth Group, LLC | 0.47% | Add +67.6% | 70,923 | $1.6M |
| High Falls Advisors, Inc | 0.37% | Reduce -8.3% | 69,768 | $1.6M |
| Icon Wealth Advisors, LLC | 0.13% | Add +5.2% | 69,262 | $1.6M |
| Austin Private Wealth, LLC | 0.15% | Add +1.1% | 69,061 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -9.0% | 68,975 | $1.6M |
| Elevated Capital Advisors, LLC | 0.43% | Add +83.0% | 68,876 | $1.6M |
| Composition Wealth, LLC | 0.03% | Add +584.0% | 68,381 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +6.8% | 68,349 | $1.6M |
| Wealth Advisory Solutions, LLC | 0.43% | Add +5.8% | 67,551 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.8% | 66,969 | $1.5M |
| Alteri Wealth LLC | 0.42% | — | 66,183 | $1.5M |
| Liberty Wealth Management LLC | 0.25% | Reduce -14.3% | 66,105 | $1.5M |
| Itau Unibanco Holding S.A. | 0.05% | Reduce -98.7% | 60,428 | $1.5M |
| BostonPremier Wealth LLC | 0.90% | — | 64,868 | $1.5M |
| &partners | 0.02% | Add +67.2% | 66,085 | $1.5M |
| Ascent Wealth Partners, LLC | 0.20% | Add +8.1% | 63,963 | $1.5M |
| PFG Advisors | 0.09% | Reduce -6.3% | 63,328 | $1.5M |
| WCG Wealth Advisors LLC | 0.10% | Add +2.3% | 63,144 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Reduce -7.0% | 62,122 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +32.9% | 61,807 | $1.4M |
| Avondale Wealth Management | 0.91% | Reduce -9.6% | 61,764 | $1.4M |
| Twin Peaks Wealth Advisors, LLC | 0.60% | Reduce -4.8% | 61,558 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +1.8% | 61,309 | $1.4M |
| Verdence Capital Advisors LLC | 0.11% | Reduce -10.7% | 60,389 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.36% | Add +17.7% | 60,367 | $1.4M |
| Inspire Advisors, LLC | 0.16% | Reduce -2.3% | 58,571 | $1.3M |
| One Wealth Advisors, LLC | 0.20% | Add +8.1% | 58,564 | $1.3M |
| Paragon Private Wealth Management, LLC | 0.62% | Add +12.7% | 58,268 | $1.3M |
| Jordan Park Trust Co LLC | 1.12% | — | 58,246 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +1.9% | 58,094 | $1.3M |
| PAX Financial Group, LLC | 0.24% | Reduce -5.3% | 57,568 | $1.3M |
| Advus Financial Partners, LLC | 0.37% | Reduce -24.1% | 56,651 | $1.3M |
| Western Wealth Management, LLC | 0.07% | Add +136.1% | 56,487 | $1.3M |
| Cosner Financial Group, LLC | 0.82% | No change | 56,292 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -13.4% | 55,976 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +0.1% | 55,640 | $1.3M |
| Tme Financial, Inc. | 1.18% | — | 53,913 | $1.3M |
| Client 1ST Advisory Group, LLC | 0.48% | Reduce -27.1% | 54,046 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -0.1% | 53,736 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -7.3% | 54,784 | $1.2M |
| Vise Technologies, Inc. | 0.10% | New | 53,270 | $1.2M |
| Clarendon Private LLC | 1.28% | — | 53,125 | $1.2M |
| Waterloo Capital, L.P. | 0.13% | Reduce -32.3% | 53,105 | $1.2M |
| Bank of Marin | 0.96% | No change | 52,732 | $1.2M |
| Thrive Capital Management, LLC | 0.55% | Reduce -9.6% | 52,274 | $1.2M |
| Certus Wealth Management, LLC | 0.80% | Add +5.5% | 53,121 | $1.2M |
| Atlatl Advisers LLC | 0.70% | — | 51,972 | $1.2M |
| HB Wealth Management, LLC | 0.01% | New | 50,757 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -24.3% | 50,664 | $1.2M |
| Integrity Wealth Advisors, Inc. | 0.85% | — | 50,473 | $1.2M |
| Bestgate Wealth Advisors, LLC | 2.31% | — | 50,198 | $1.2M |
| Perennial Investment Advisors, LLC | 0.14% | Reduce -16.4% | 49,941 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.09% | Reduce -1.3% | 49,632 | $1.1M |
| SigFig Wealth Management, LLC | 0.04% | Add +2.8% | 48,984 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.09% | Add +176.5% | 47,689 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -15.0% | 47,316 | $1.1M |
| Pines Wealth Management, LLC | 0.47% | — | 48,804 | $1.1M |
| Marshall Financial Group, LLC | 0.26% | Reduce -1.2% | 46,417 | $1.1M |
| Matauro, LLC | 0.23% | — | 46,392 | $1.1M |
| Stokes Family Office, LLC | 0.11% | Add +33.3% | 45,023 | $1.0M |
| Certior Financial Group, LLC | 0.91% | — | 44,802 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.22% | No change | 44,571 | $1.0M |
| JPL Wealth Management, LLC | 0.29% | — | 44,279 | $1.0M |
| Spectrum Wealth Counsel, LLC | 0.12% | Add +10.8% | 43,334 | $996K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +2.5% | 43,299 | $995K |
| Hoxton Planning & Management, LLC | 0.37% | Add +7.8% | 42,435 | $975K |
| Strategic Wealth Investment Group, LLC | 0.05% | New | 1,253 | $967K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -3.6% | 41,854 | $962K |
| Norden Group LLC | 0.11% | Reduce -7.0% | 41,720 | $959K |
| Ade, LLC | 0.59% | Add +20.9% | 41,598 | $956K |
| Copperleaf Capital, LLC | 0.61% | Reduce -3.5% | 41,566 | $955K |
| Brasada Capital Management, LP | 0.17% | Reduce -18.6% | 42,473 | $945K |
| Riggs Capital Management LLC | 0.92% | — | 40,963 | $941K |
| True Vision MN LLC | 0.56% | Reduce -2.2% | 40,868 | $939K |
| JB Capital LLC | 0.05% | Reduce -2.6% | 40,542 | $932K |
| Bay Harbor Wealth Management, LLC | 0.30% | Add +3.5% | 40,234 | $925K |
| Independent Financial Group, LLC | 0.03% | Reduce -2.4% | 40,040 | $920K |
| Balentine LLC | 0.04% | No change | 39,514 | $908K |
| Stonehearth Capital Management, LLC | 0.36% | Add +7.8% | 39,312 | $903K |
| Kingsview Wealth Management, LLC | 0.02% | Add +14.8% | 39,286 | $903K |
| Advyzon Investment Management, LLC | 0.35% | — | 39,277 | $903K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.97% | — | 38,856 | $893K |
| Baker Tilly Wealth Management, LLC | 0.35% | Add +1.1% | 38,845 | $893K |
| Fairvoy Private Wealth, LLC | 0.24% | — | 38,812 | $892K |
| Tennessee Valley Asset Management Partners | 0.15% | Reduce -24.2% | 38,762 | $891K |
| Signal Advisors Wealth, LLC | 0.10% | Add +3.9% | 38,622 | $888K |
| Alterna Wealth Management, Inc. | 0.74% | Reduce -25.2% | 38,351 | $881K |
| Verus Capital Partners, LLC | 0.08% | Reduce -8.0% | 38,200 | $878K |
| DMC Group, LLC | 0.71% | Add +3.1% | 38,013 | $874K |
| Vermillion & White Wealth Management Group, LLC | 0.64% | Reduce -14.2% | 37,983 | $873K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -10.6% | 37,946 | $872K |
| Foster & Motley Inc. | 0.06% | Reduce -0.2% | 37,857 | $870K |
| Pacific Financial Group Inc. | 0.64% | Add +0.4% | 37,733 | $867K |
| Invst, LLC | 0.10% | Add +11.7% | 37,311 | $857K |
| FourThought Financial Partners, LLC | 0.09% | No change | 37,120 | $853K |
| WealthShield Partners, LLC | 0.12% | Add +3.5% | 36,952 | $849K |
| LongView Wealth Management | 0.25% | Add +163.7% | 36,385 | $836K |
| Cherrydale Wealth Management, LLC | 0.32% | Add +13.1% | 36,292 | $834K |
| Anderson Hoagland & Co. | 0.08% | Reduce -84.4% | 36,552 | $821K |
| National Wealth Management Group, LLC | 0.54% | Add +6.5% | 35,441 | $814K |
| Corient Private Wealth LP | 0.00% | Add +20.4% | 35,208 | $809K |
| KKM Financial LLC | 0.34% | New | 35,755 | $807K |
| Clifford Group, LLC | 0.61% | Add +9.1% | 34,910 | $802K |
| NorthCrest Asset Manangement, LLC | 0.02% | New | 34,740 | $798K |
| RHS Financial, LLC | 0.41% | Add +2.6% | 34,638 | $796K |
| Wedbush Securities Inc. | 0.03% | Add +4.3% | 34,412 | $791K |
| UMB Bank, n.a. | 0.01% | Reduce -30.2% | 33,862 | $778K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +55.2% | 33,739 | $775K |
| Advisor Resource Council | 0.55% | New | 33,631 | $773K |
| Summit X, LLC | 0.17% | Reduce -3.9% | 33,304 | $765K |
| Csenge Advisory Group | 0.04% | Reduce -13.3% | 33,153 | $762K |
| SignalPoint Asset Management, LLC | 0.18% | New | 33,065 | $760K |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 33,033 | $759K |
| Arete Wealth Advisors, LLC | 0.05% | Add +13.1% | 33,493 | $759K |
| Net Worth Advisory Group | 0.23% | Reduce -10.3% | 33,008 | $759K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +1.1% | 32,945 | $757K |
| CENTRAL TRUST Co | 0.02% | Reduce -11.8% | 32,250 | $741K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -22.2% | 32,048 | $736K |
| JT Stratford LLC | 0.12% | Reduce -90.6% | 31,983 | $735K |
| Collier Financial | 0.64% | — | 31,134 | $715K |
| Croban | 0.70% | — | 30,885 | $709K |
| Flagship Harbor Advisors, LLC | 0.04% | New | 30,763 | $707K |
| Betterment LLC | 0.00% | Reduce -1.7% | 30,737 | $706K |
| Novus Advisors, LLC | 0.70% | — | 30,476 | $700K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -28.2% | 30,317 | $697K |
| Moneco Advisors, LLC | 0.07% | New | 30,247 | $695K |
| Financial Partners Group, Inc | 0.10% | Reduce -38.6% | 30,240 | $695K |
| Lido Advisors, LLC | 0.00% | Reduce -3.1% | 29,907 | $687K |
| Farmers National Bank | 0.20% | — | 29,431 | $676K |
| Lane & Associates LLC | 0.35% | Reduce -3.5% | 29,691 | $670K |
| First Heartland Consultants, Inc. | 0.07% | Add +4.7% | 28,824 | $662K |
| IHT Wealth Management, LLC | 0.02% | Reduce -21.2% | 28,611 | $657K |
| Empirical Asset Management, LLC | 0.22% | Add +0.8% | 83,944 | $655K |
| 5T Wealth, LLC | 0.36% | — | 28,348 | $651K |
| Agf Management Ltd. | 0.00% | New | 28,250 | $649K |
| Regency Capital Management Inc.\DE | 0.35% | Reduce -92.5% | 27,767 | $638K |
| Maripau Wealth Management LLC | 0.38% | Reduce -9.9% | 27,561 | $633K |
| Blair William & Co. | 0.00% | Add +56.1% | 27,397 | $630K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 27,279 | $627K |
| MAI Capital Management | 0.00% | New | 27,052 | $622K |
| Heritage Family Offices, LLP | 0.31% | Reduce -4.3% | 26,781 | $615K |
| RFG Advisory, LLC | 0.02% | Reduce -17.7% | 26,607 | $611K |
| Investor's Fiduciary Advisor Network, LLC | 0.23% | — | 26,351 | $605K |
| GK Wealth Management LLC | 0.77% | — | 26,325 | $605K |
| Stelac Advisory Services LLC | 0.24% | No change | 26,437 | $605K |
| Waverly Advisors, LLC | 0.01% | Add +7.8% | 26,166 | $601K |
| World Investment Advisors | 0.02% | Reduce -5.1% | 26,021 | $598K |
| Pinion Investment Advisors, LLC | 0.24% | Add +13.0% | 26,006 | $598K |
| Mosley Wealth Management | 0.37% | Add +5.2% | 26,490 | $598K |
| Cadinha & Co. LLC | 0.10% | Reduce -1.9% | 25,939 | $596K |
| Darden Wealth Group Inc | 0.40% | No change | 25,929 | $596K |
| Oakworth Capital, Inc. | 0.04% | Reduce -5.2% | 25,829 | $594K |
| Invera Wealth Advisors, LLC | 0.59% | Add +73.5% | 26,371 | $592K |
| Moors & Cabot, Inc. | 0.03% | Reduce -10.6% | 25,696 | $590K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -8.8% | 25,064 | $576K |
| Gotham Asset Management | 0.01% | No change | 25,061 | $576K |
| DAVENPORT & Co LLC | 0.00% | Add +17.8% | 24,774 | $569K |
| Petix & Botte Co | 0.15% | Reduce -7.2% | 24,640 | $566K |
| Syntax Research, Inc. | 0.40% | Add +0.3% | 24,496 | $563K |
| Transatlantique Private Wealth LLC | 0.21% | New | 24,485 | $563K |
| Cobblestone Asset Management LLC | 0.37% | Reduce -2.0% | 24,459 | $562K |
| Stableford Capital II LLC | 0.22% | Reduce -47.5% | 24,453 | $562K |
| BOS Asset Management, LLC | 0.20% | Add +51.0% | 24,410 | $561K |
| Stone House Investment Management, LLC | 0.14% | Reduce -23.4% | 24,094 | $554K |
| Spectrum Planning & Advisory Services Inc. | 0.48% | Add +48.9% | 23,987 | $551K |
| Wallace Advisory Group, LLC | 0.38% | Reduce -4.3% | 23,479 | $551K |
| IFP Advisors, Inc | 0.02% | Add +41.4% | 23,902 | $549K |
| Petra Financial Advisors Inc. | 0.37% | Reduce -0.4% | 23,889 | $549K |
| Rialto Wealth Management, LLC | 0.18% | — | 23,693 | $544K |
| Rossby Financial, LCC | 0.35% | — | 23,681 | $544K |
| Financial Counselors Inc. | 0.01% | New | 23,669 | $544K |
| Keystone Financial Group | 0.05% | Add +12.1% | 23,609 | $541K |
| Quotient Wealth Partners, LLC | 0.02% | Add +1.5% | 23,524 | $541K |
| Destiny Wealth Partners, LLC | 0.09% | Reduce -2.4% | 23,455 | $539K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -41.5% | 23,361 | $537K |
| Capital Analysts, LLC | 0.02% | Add +24.1% | 23,070 | $530K |
| Roundview Capital LLC | 0.04% | No change | 23,030 | $529K |
| Focus Financial Network, Inc. | 0.02% | Reduce -84.7% | 23,013 | $529K |
| Marex Group Ltd | 0.01% | New | 22,953 | $527K |
| Centurion Wealth Management LLC | 0.16% | Reduce -2.4% | 22,629 | $520K |
| West Wealth Group, LLC | 0.15% | Reduce -7.5% | 22,372 | $514K |
| Pinnacle Financial Partners Inc | 0.01% | Add +17.9% | 22,344 | $513K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.1% | 22,191 | $510K |
| Tempus Wealth Planning, LLC | 0.15% | Reduce -7.8% | 21,944 | $504K |
| Joel Adams & Associates, Inc. | 0.45% | — | 21,765 | $500K |
| Thompson David Blair | 0.36% | — | 21,505 | $494K |
| ONE Advisory Partners, LLC | 0.22% | Add +2.8% | 21,423 | $492K |
| Americana Partners, LLC | 0.02% | Reduce -7.1% | 20,921 | $481K |
| Ascentis Independent Advisors | 0.09% | Reduce -54.9% | 20,825 | $479K |
| Creative Financial Designs Inc. | 0.04% | Reduce -12.7% | 20,803 | $478K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -22.9% | 21,156 | $475K |
| Cypress Wealth Services, LLC | 0.10% | Add +2.3% | 20,615 | $474K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +4.5% | 20,240 | $465K |
| DecisionMap Wealth Management, LLC | 0.37% | — | 20,188 | $464K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -20.7% | 19,997 | $460K |
| Financial Network Wealth Advisors LLC | 0.85% | Reduce -64.6% | 19,886 | $457K |
| Prudent Investors Network, Inc. | 0.13% | No change | 19,503 | $448K |
| Belpointe Asset Management LLC | 0.03% | Reduce -53.8% | 19,281 | $448K |
| Falcon Wealth Planning | 0.05% | New | 19,222 | $442K |
| Lake Street Advisors Group, LLC | 0.02% | Reduce -6.3% | 19,115 | $439K |
| Hara Capital LLC | 0.27% | Reduce -2.6% | 18,733 | $430K |
| FineMark National Bank & Trust | 0.01% | No change | 18,627 | $428K |
| 4J Wealth Management LLC | 0.34% | Reduce -94.2% | 18,425 | $423K |
| Rinkey Investments | 0.13% | Reduce -7.9% | 18,307 | $421K |
| NBT Bank, N.A. | 0.03% | Reduce -1.3% | 18,300 | $421K |
| Fisher Asset Management | 0.00% | Add +48.8% | 18,269 | $420K |
| Patten Group, Inc. | 0.09% | Add +29.1% | 18,112 | $416K |
| Magnolia Capital Advisors LLC | 0.11% | New | 18,074 | $415K |
| Keybank National Association | 0.00% | New | 17,940 | $412K |
| Rothschild Wealth LLC | 0.12% | Reduce -46.0% | 17,759 | $408K |
| Simplicity Wealth,LLC | 0.08% | Reduce -82.5% | 17,711 | $407K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -28.0% | 18,115 | $405K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +21.2% | 17,336 | $398K |
| Smartleaf Asset Management LLC | 0.04% | Add +3452.5% | 17,585 | $395K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 17,021 | $391K |
| Carolinas Wealth Consulting LLC | 0.08% | Add +0.7% | 16,982 | $390K |
| Rhumbline Advisers | 0.00% | Reduce -2.5% | 16,974 | $390K |
| One Wealth Capital Management, LLC | 0.20% | — | 16,970 | $390K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.1% | 16,958 | $390K |
| Members Trust Co | 0.01% | New | 16,952 | $390K |
| Crabel Capital Management, LLC | 1.26% | Reduce -93.4% | 16,833 | $387K |
| Costello Asset Management, INC | 0.26% | Reduce -50.5% | 16,789 | $386K |
| Headlands Technologies LLC | 0.04% | New | 16,716 | $384K |
| Arkadios Wealth Advisors | 0.02% | Reduce -14.7% | 16,653 | $383K |
| First Western Trust Bank | 0.02% | New | 16,485 | $379K |
| Main Street Financial Solutions, LLC | 0.04% | Add +25.4% | 16,481 | $379K |
| Colton Groome Financial Advisors, LLC | 0.14% | New | 16,356 | $376K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -28.3% | 16,251 | $373K |
| Nwam LLC | 0.02% | New | 16,096 | $370K |
| Delta Asset Management LLC | 0.03% | No change | 16,084 | $370K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -16.9% | 15,938 | $366K |
| Cooper Financial Group | 0.04% | Add +45.2% | 15,885 | $365K |
| BCGM Wealth Management, LLC | 0.11% | Add +0.0% | 15,759 | $362K |
| Concorde Asset Management, LLC | 0.19% | Add +22.9% | 15,728 | $361K |
| Charter Oak Capital Management, LLC | 0.03% | Add +1.6% | 15,659 | $360K |
| IRON Financial LLC | 0.20% | Reduce -14.8% | 15,463 | $355K |
| City State Bank | 0.12% | Add +8.1% | 15,391 | $354K |
| Citizens Financial Group Inc. | 0.01% | Reduce -39.5% | 15,302 | $352K |
| Advisor OS, LLC | 0.04% | New | 15,262 | $351K |
| MJP Associates Inc. | 0.06% | New | 15,141 | $348K |
| Apeiron RIA LLC | 0.10% | Add +61.8% | 15,137 | $348K |
| Chesley Taft & Associates LLC | 0.02% | Add +25.5% | 14,809 | $340K |
| Keystone Financial Services | 0.13% | Reduce -1.2% | 14,662 | $337K |
| Bison Wealth, LLC | 0.04% | — | 14,611 | $336K |
| Two West Capital Advisors LLC | 0.29% | Reduce -15.8% | 14,601 | $336K |
| Rothschild Investment LLC | 0.02% | Add +0.5% | 14,571 | $335K |
| Legacy Financial Group LLC | 0.05% | Add +26.6% | 14,472 | $333K |
| Range Financial Group LLC | 0.15% | New | 14,416 | $331K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 14,372 | $330K |
| MIdWestOne Financial Group, Inc. | 0.05% | Reduce -9.9% | 14,301 | $329K |
| Columbus Macro, LLC | 0.05% | Reduce -7.1% | 14,281 | $328K |
| Litman Gregory Wealth Management LLC | 0.03% | Reduce -73.7% | 14,203 | $326K |
| Triumph Capital Management | 0.11% | Reduce -9.1% | 13,983 | $321K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 13,939 | $320K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -15.8% | 13,892 | $319K |
| PKS Advisory Services, LLC | 0.08% | — | 13,783 | $317K |
| Bellwether Advisors, LLC | 0.06% | Reduce -7.2% | 13,716 | $315K |
| Garden State Investment Advisory Services LLC | 0.10% | Reduce -4.0% | 13,499 | $310K |
| Security Financial Services, INC. | 0.06% | Reduce -1.8% | 13,479 | $310K |
| Axis Wealth Partners, LLC | 0.26% | — | 13,404 | $308K |
| Essex Bank | 0.08% | Reduce -5.8% | 13,224 | $304K |
| Wealth Alliance, LLC | 0.04% | Add +17.1% | 13,175 | $303K |
| Columbia Bank | 0.10% | Reduce -53.3% | 13,508 | $301K |
| Cary Street Partners Financial LLC | 0.01% | — | 13,032 | $299K |
| Evercore Wealth Management, LLC | 0.00% | No change | 13,031 | $299K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -2.6% | 12,931 | $297K |
| Independence Bank of Kentucky | 0.05% | Add +218.6% | 12,772 | $294K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 12,733 | $292K |
| Aberdeen Group plc | 0.00% | No change | 12,668 | $291K |
| Endeavor Private Wealth, Inc. | 0.28% | — | 12,666 | $291K |
| Fourth Dimension Wealth, LLC | 0.15% | — | 12,585 | $289K |
| Premier Path Wealth Partners, LLC | 0.04% | Reduce -39.0% | 12,500 | $287K |
| CoreCap Advisors, LLC | 0.01% | Add +40.2% | 12,448 | $286K |
| SVB Wealth LLC | 0.01% | New | 12,405 | $285K |
| Tyler-Stone Wealth Management | 0.05% | Add +4.2% | 12,360 | $284K |
| Bulltick Wealth Management, LLC | 0.07% | Add +1.6% | 12,113 | $278K |
| Lifelong Wealth Advisors, Inc. | 0.13% | — | 12,109 | $278K |
| International Assets Investment Management, LLC | 0.02% | New | 12,281 | $276K |
| Skyline Advisors, Inc. | 0.11% | Reduce -96.6% | 11,963 | $275K |
| Gen-Wealth Partners Inc | 0.12% | Add +10.5% | 11,921 | $274K |
| My Legacy Advisors, LLC | 0.11% | Add +5.7% | 12,181 | $273K |
| Axxcess Wealth Management, LLC | 0.01% | Add +2.2% | 11,866 | $273K |
| Three Bridge Wealth Advisors, LLC | 0.09% | Add +1.4% | 11,651 | $268K |
| Barnes Wealth Management Group, Inc | 0.18% | — | 11,624 | $267K |
| Seldon Capital LP | 0.11% | No change | 11,600 | $267K |
| Apella Capital, LLC | 0.01% | Reduce -18.6% | 11,525 | $265K |
| Insigneo Advisory Services, LLC | 0.03% | Add +20.1% | 11,451 | $263K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -6.2% | 11,355 | $261K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -11.7% | 11,316 | $260K |
| SIMA Wealth Partners, LLC | 0.22% | Add +0.0% | 11,300 | $260K |
| TrueWealth Advisors, LLC | 0.09% | Add +15.2% | 11,160 | $256K |
| StoneX Group Inc. | 0.01% | New | 11,131 | $256K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.1% | 11,131 | $256K |
| Firethorn Wealth Partners, LLC | 0.13% | Add +0.5% | 11,049 | $254K |
| Savvy Advisors, Inc. | 0.03% | Add +0.5% | 10,914 | $251K |
| GDS Wealth Management | 0.02% | Add +2.9% | 10,742 | $247K |
| NewEdge Wealth, LLC | 0.00% | Reduce -57.7% | 10,560 | $243K |
| Baker Avenue Asset Management, LP | 0.01% | Add +1.4% | 10,401 | $239K |
| Sigma Planning Corp | 0.01% | Reduce -24.4% | 10,371 | $238K |
| Corus Family Wealth Advisors | 0.16% | New | 10,366 | $238K |
| Meyer Handelman Co. | 0.01% | New | 10,291 | $236K |
| Aspire Private Capital, LLC | 0.06% | Add +57.9% | 10,282 | $236K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -42.3% | 10,271 | $236K |
| Fifth Third Bancorp | 0.00% | Add +102.2% | 10,228 | $235K |
| Eagle Rock Investment Company, LLC | 0.04% | No change | 10,175 | $234K |
| Signaturefd, LLC | 0.00% | No change | 10,140 | $233K |
| Midwest Heritage Bank, FSB | 0.11% | Reduce -18.0% | 10,034 | $231K |
| Seven Mile Advisory | 0.15% | No change | 10,030 | $230K |
| Bison Wealth, LLC | 0.05% | Reduce -0.7% | 9,824 | $226K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -38.5% | 9,803 | $225K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -7.4% | 9,714 | $223K |
| 1900 Wealth Management LLC | 0.02% | Reduce -1.5% | 9,548 | $219K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.4% | 9,538 | $219K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +3.5% | 9,518 | $219K |
| Valeo Financial Advisors, LLC | 0.01% | New | 9,322 | $214K |
| Magnus Financial Group LLC | 0.02% | Add +5.8% | 9,278 | $213K |
| Modera Wealth Management, LLC | 0.00% | Add +1.6% | 9,180 | $211K |
| BCU Wealth Advisors, LLC | 0.12% | New | 9,111 | $209K |
| Theory Financial LLC | 0.09% | Reduce -2.5% | 9,100 | $209K |
| Transce3nd, LLC | 0.07% | — | 9,095 | $209K |
| Sterling Investment Counsel, LLC | 0.14% | New | 9,048 | $208K |
| Redwood Investment Management, LLC | 0.02% | New | 8,979 | $206K |
| Chesapeake Wealth Management | 0.07% | Add +4.2% | 8,952 | $206K |
| LaSalle St. Investment Advisors, LLC | 0.06% | New | 8,956 | $205K |
| Aveo Capital Partners, LLC | 0.02% | New | 8,918 | $205K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -9.8% | 8,897 | $204K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -0.8% | 8,751 | $201K |
| LifePlan Investment Advisors, Inc. | 0.12% | Reduce -1.2% | 8,728 | $201K |
| South Plains Financial, Inc. | 0.15% | — | 8,500 | $195K |
| Optimum Investment Advisors | 0.09% | Add +2.2% | 8,486 | $195K |
| Johnson Financial Group, Inc. | 0.01% | Add +55.8% | 8,336 | $188K |
| Proffitt & Goodson Inc. | 0.03% | Add +2.7% | 8,010 | $184K |
| WR Wealth Planners, LLC | 0.06% | Reduce -50.3% | 7,968 | $183K |
| PrairieView Partners, LLC | 0.02% | Add +328.0% | 8,154 | $183K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 7,942 | $182K |
| Caldwell Trust Co | 0.02% | No change | 7,901 | $182K |
| Truvestments Capital LLC | 0.04% | Reduce -27.4% | 7,485 | $172K |
| Continuum Advisory, LLC | 0.02% | Add +5.5% | 7,059 | $162K |
| Tidemark, LLC | 0.06% | Add +986.1% | 7,038 | $162K |
| Sandy Spring Bank | 0.01% | No change | 6,901 | $159K |
| Signature Resources Capital Management, LLC | 0.14% | Add +6.0% | 6,638 | $153K |
| Centaurus Financial, Inc. | 0.01% | Reduce -63.1% | 6,248 | $144K |
| Avior Wealth Management, LLC | 0.01% | Reduce -14.9% | 6,193 | $142K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -49.7% | 5,782 | $133K |
| Lindbrook Capital, LLC | 0.01% | New | 5,782 | $133K |
| Deane Retirement Strategies, Inc. | 0.07% | Reduce -1.4% | 5,777 | $133K |
| Adirondack Trust Co. | 0.05% | Add +59.5% | 5,396 | $124K |
| Richardson Financial Services Inc. | 0.08% | Add +8.2% | 5,232 | $118K |
| Mascoma Wealth Management LLC | 0.03% | Add +1006.5% | 5,112 | $117K |
| Pflug Koory, LLC | 0.01% | No change | 4,953 | $114K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 4,790 | $110K |
| Redwood Park Advisors LLC | 0.09% | — | 4,760 | $109K |
| GeoWealth Management, LLC | 0.00% | Add +42.0% | 4,749 | $109K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.1% | 4,206 | $97K |
| First PREMIER Bank | 0.02% | No change | 4,045 | $93K |
| Global Wealth Strategies & Associates | 0.03% | Add +4.8% | 4,038 | $93K |
| Piscataqua Savings Bank | 0.07% | No change | 3,507 | $81K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 3,484 | $80K |
| Golden State Wealth Management, LLC | 0.01% | — | 3,304 | $76K |
| Bokf, NA | 0.00% | Add +114.0% | 3,334 | $74K |
| Cape Investment Advisory, Inc. | 0.03% | Add +57.2% | 3,191 | $73K |
| Colonial Trust Co / SC | 0.01% | Reduce -70.2% | 2,922 | $66K |
| Trust Co. of Vermont | 0.00% | No change | 2,828 | $65K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,725 | $64K |
| Arax Advisory Partners | 0.00% | Add +477.7% | 2,698 | $62K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -89.8% | 2,678 | $62K |
| REAP Financial Group, LLC | 0.01% | Reduce -3.3% | 2,629 | $60K |
| Ancora Advisors LLC | 0.00% | Add +0.4% | 2,601 | $60K |
| Retirement Wealth Solutions LLC | 0.05% | — | 2,680 | $60K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -7.6% | 2,381 | $54K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 2,338 | $54K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 2,287 | $53K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 2,264 | $52K |
| Pacifica Partners Inc. | 0.02% | No change | 2,311 | $52K |
| TCTC Holdings, LLC | 0.00% | No change | 2,158 | $50K |
| Horizon Investments, LLC | 0.00% | New | 2,089 | $48K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,006 | $46K |
| Avion Wealth | 0.01% | Add +0.1% | 2,038 | $46K |
| Montag A & Associates Inc. | 0.00% | No change | 1,991 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.4% | 1,954 | $45K |
| Decker Retirement Planning Inc. | 0.03% | — | 1,881 | $43K |
| EPG Wealth Management LLC | 0.01% | Add +0.6% | 1,880 | $43K |
| AllSquare Wealth Management LLC | 0.02% | No change | 1,815 | $42K |
| Raleigh Capital Management Inc. | 0.02% | Add +123.0% | 1,777 | $41K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -7.5% | 1,747 | $40K |
| Venturi Wealth Management, LLC | 0.00% | Add +13.5% | 1,713 | $39K |
| WealthCollab, LLC | 0.02% | Reduce -1.6% | 1,678 | $39K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 1,662 | $38K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.8% | 1,628 | $37K |
| Larson Financial Group LLC | 0.00% | Reduce -29.1% | 1,519 | $35K |
| PSI Advisors, LLC | 0.01% | New | 1,477 | $34K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 1,405 | $32K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -29.2% | 1,380 | $31K |
| Frazier Financial Advisors, LLC | 0.02% | New | 1,340 | $30K |
| FLP Wealth Management, LLC | 0.08% | — | 1,280 | $29K |
| Ameriflex Group, Inc. | 0.01% | — | 1,273 | $29K |
| Concord Wealth Partners | 0.00% | No change | 1,235 | $28K |
| Dogwood Wealth Management LLC | 0.01% | New | 1,179 | $27K |
| Towne Trust Company, N.A | 0.01% | New | 1,118 | $26K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 1,126 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -35.6% | 1,087 | $25K |
| Semmax Financial Advisors Inc. | 0.01% | Add +0.6% | 1,068 | $24K |
| Tsfg, LLC | 0.00% | No change | 1,044 | $24K |
| Investors Research Corp | 0.01% | No change | 1,037 | $24K |
| Canton Hathaway, LLC | 0.01% | Reduce -10.7% | 1,000 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -20.6% | 989 | $23K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 965 | $22K |
| Colonial Trust Advisors | 0.00% | No change | 962 | $22K |
| New Republic Capital, LLC | 0.01% | Add +6.7% | 962 | $22K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 934 | $21K |
| Archer Investment Corp | 0.01% | No change | 929 | $21K |
| Your Advocates Ltd., LLP | 0.01% | No change | 873 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 873 | $20K |
| BankPlus Trust Department | 0.01% | — | 863 | $20K |
| FAS Wealth Partners, Inc. | 0.00% | Add +4805.9% | 834 | $19K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +101.0% | 826 | $19K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 824 | $19K |
| Pineridge Advisors LLC | 0.01% | Add +1.1% | 739 | $17K |
| Barrett & Company, Inc. | 0.01% | No change | 692 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 674 | $15K |
| NorthRock Partners, LLC | 0.00% | Add +25.9% | 670 | $15K |
| Financial Connections Group, Inc. | 0.01% | Add +1.0% | 687 | $15K |
| MTM Investment Management, LLC | 0.01% | New | 649 | $15K |
| Beacon Capital Management, LLC | 0.00% | Reduce -80.7% | 645 | $15K |
| Aventura Private Wealth, LLC | 0.01% | — | 638 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -55.4% | 635 | $15K |
| Sachetta, LLC | 0.01% | New | 628 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 624 | $14K |
| Peoples Financial Services Corp. | 0.01% | No change | 619 | $14K |
| Tucker Asset Management LLC | 0.00% | Reduce -35.8% | 605 | $14K |
| Albion Financial Group | 0.00% | Add +110.5% | 600 | $14K |
| Whittier Trust Co. | 0.00% | New | 581 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 590 | $13K |
| Prudent Man Investment Management, Inc. | 0.01% | — | 575 | $13K |
| Menard Financial Group LLC | 0.01% | New | 574 | $13K |
| FSA Wealth Management LLC | 0.01% | Reduce -36.9% | 556 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +1.0% | 512 | $12K |
| Park Place Capital Corp | 0.00% | Reduce -80.0% | 451 | $10K |
| West Branch Capital LLC | 0.00% | No change | 447 | $10K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 443 | $10K |
| Arlington Trust Co LLC | 0.00% | No change | 441 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +707.4% | 436 | $10K |
| AlphaCore Capital LLC | 0.00% | Reduce -46.3% | 358 | $8K |
| Sawyer & Company, Inc | 0.00% | No change | 347 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -0.9% | 319 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +6.8% | 300 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 254 | $6K |
| Northwest Capital Management Inc | 0.00% | No change | 252 | $6K |
| WestEnd Advisors, LLC | 0.00% | No change | 240 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 236 | $5K |
| Kiker Wealth Management, LLC | 0.00% | — | 231 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 224 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 224 | $5K |
| Davis Capital Management | 0.00% | No change | 208 | $5K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 194 | $4K |
| GoalVest Advisory LLC | 0.00% | Reduce -93.0% | 187 | $4K |
| Howe & Rusling Inc. | 0.00% | Add +123.2% | 183 | $4K |
| Heritage Wealth Advisors | 0.00% | Add +0.6% | 176 | $4K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 173 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 147 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.9% | 112 | $3K |
| LRI Investments, LLC | 0.00% | No change | 122 | $3K |
| Bristlecone Advisors, LLC | 0.00% | No change | 115 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 113 | $3K |
| Integrity Financial Corp | 0.00% | No change | 102 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $2K |
| Atticus Wealth Management, LLC | 0.00% | Add +1.0% | 99 | $2K |
| Motco | 0.00% | No change | 85 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 79 | $2K |
| Kozak & Associates, Inc. | 0.00% | Reduce -90.8% | 75 | $2K |
| Roxbury Financial LLC | 0.00% | — | 67 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | — | 61 | $1K |
| Oarsman Capital, Inc. | 0.00% | No change | 58 | $1K |
| Capital A Wealth Management, LLC | 0.00% | — | 57 | $1K |
| Eukles Asset Management | 0.00% | No change | 57 | $1K |
| Logan Capital Management Inc. | 0.00% | New | 54 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | Add +8.3% | 52 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.4% | 47 | $1K |
| Hexagon Capital Partners LLC | 0.00% | New | 45 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 26 | $1K |
| Tortoise Investment Management, LLC | 0.00% | No change | 42 | $965 |
| Asset Dedication, LLC | 0.00% | Reduce -86.3% | 37 | $851 |
| Bfsg, LLC | 0.00% | No change | 29 | $667 |
| Tompkins Financial Corp. | 0.00% | No change | 25 | $575 |
| Park Square Financial Group, LLC | 0.00% | — | 24 | $552 |
| Campbell Capital Management Inc. | 0.00% | New | 18 | $414 |
| Glassman Wealth Services | 0.00% | New | 10 | $230 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 8 | $184 |
| Lanark Financial, Inc. | 0.01% | — | 5 | $134 |
| Winnacle Wealth LLC | 0.00% | — | 5 | $93 |
| FWL Investment Management, LLC | 0.00% | No change | 3 | $69 |
| Realta Investment Advisors | 0.00% | No change | 3 | $67 |
| Grove Bank & Trust | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is GOVT's weight in each manager's 13F, not the share of iShares US Treasury Bond ETF the manager owns.