iShares US Treasury Bond ETFGOVTETF
13F holders, Q2 2025 (June 30)772holders −20
50new positions
65sold out
3famous investors
$22.97avg. 13F price*
At the end of Q2 2025, 772 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, down 20 from Q1 2025. 50 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($7.4B), LPL Financial LLC ($2.4B) and Envestnet Asset Management Inc. ($1.7B). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $76.8M |
| Exits | 65 | $520.6M |
All 13F filers, Q1 2025 → Q2 2025: 86,842,790 shares bought and 67,162,150 shares sold, net +19,680,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 772 holders
| Bank of America Corp. | 0.60% | Add +2.8% | 321,504,611 | $7.4B |
| LPL Financial LLC | 0.81% | Add +2.6% | 105,719,785 | $2.4B |
| Envestnet Asset Management Inc. | 0.50% | Add +0.6% | 74,588,153 | $1.7B |
| Truist Financial Corp. | 2.33% | Reduce -0.7% | 69,120,041 | $1.6B |
| PNC Financial Services Group, Inc. | 0.61% | Add +0.3% | 41,157,180 | $945.8M |
| JPMorgan Chase & Co. | 0.06% | Add +7.5% | 40,314,805 | $926.4M |
| Morgan Stanley | 0.05% | Add +61.3% | 31,574,796 | $725.6M |
| Tiaa Trust, National Association | 1.84% | Add +17484.2% | 30,751,087 | $705.0M |
| Wealth Enhancement Advisory Services, LLC | 0.94% | Add +6.0% | 25,048,499 | $570.6M |
| Assetmark, Inc. | 1.22% | Add +1.9% | 22,476,986 | $516.5M |
| Allworth Financial LP | 2.40% | Add +1.3% | 21,800,266 | $501.0M |
| Jordan Park Group LLC | 31.29% | Add +13.9% | 20,987,708 | $482.3M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -2.6% | 19,891,304 | $457.1M |
| Fund Evaluation Group, LLC | 11.96% | Add +9.6% | 13,458,570 | $309.3M |
| BlackRock, Inc. | 0.01% | Add +8.3% | 12,043,222 | $276.8M |
| Morningstar Investment Management LLC | 22.37% | Reduce -10.7% | 11,091,055 | $254.9M |
| FMR LLC | 0.01% | Reduce -31.0% | 9,126,229 | $209.7M |
| United Capital Financial Advisors, LLC | 1.46% | Reduce -3.6% | 7,832,116 | $180.0M |
| TD Private Client Wealth LLC | 3.61% | Add +4.7% | 6,389,947 | $146.8M |
| UBS Group AG | 0.03% | Add +4.1% | 5,965,054 | $137.1M |
| EP Wealth Advisors, LLC | 0.87% | Add +0.7% | 5,783,492 | $132.9M |
| Norinchukin Bank, The | 1.97% | Add +10.8% | 5,749,375 | $132.1M |
| Ameriprise Financial Inc. | 0.03% | Add +11.2% | 5,744,707 | $132.0M |
| Cobblestone Capital Advisors LLC | 5.93% | Add +0.7% | 5,042,513 | $115.9M |
| Mill Creek Capital Advisors, LLC | 2.20% | Add +82.0% | 4,313,138 | $99.1M |
| Northern Trust Corp. | 0.01% | Add +41.2% | 4,261,725 | $97.9M |
| MCF Advisors LLC | 6.29% | Reduce -15.2% | 4,140,823 | $95.2M |
| Royal Bank of Canada | 0.02% | Reduce -6.8% | 3,926,135 | $90.2M |
| Cetera Investment Advisers | 0.15% | Add +8.1% | 3,914,799 | $90.0M |
| Crestwood Advisors Group, LLC | 1.42% | Add +2.2% | 3,459,919 | $79.5M |
| Deutsche Bank AG | 0.03% | Reduce -9.7% | 3,318,964 | $76.3M |
| SYM FINANCIAL Corp | 8.45% | Add +0.8% | 3,285,678 | $75.5M |
| Castleark Management LLC | 2.25% | Reduce -20.1% | 3,258,099 | $74.9M |
| Alesco Advisors, LLC, An ESL Co | 2.14% | Add +0.4% | 3,233,769 | $74.3M |
| 1607 Capital Partners, LLC | 5.69% | Add +5.0% | 3,054,687 | $70.2M |
| Wedmont Private Capital | 2.98% | Add +2.3% | 3,067,339 | $69.9M |
| Osaic Holdings, Inc. | 0.12% | Add +59.6% | 2,911,651 | $66.9M |
| AE Wealth Management LLC | 0.40% | Add +6.7% | 2,403,221 | $55.2M |
| Raymond James Financial Inc. | 0.02% | Add +48.7% | 2,346,330 | $53.9M |
| MML Investors Services, LLC | 0.15% | Add +7.7% | 2,283,396 | $52.5M |
| Janney Montgomery Scott LLC | 0.13% | Reduce -2.4% | 2,221,819 | $51.1M |
| Dodds Wealth, LLC | 13.15% | Add +105.8% | 2,134,027 | $49.0M |
| Bank of New York Mellon Corp | 0.01% | Add +45.5% | 2,119,146 | $48.7M |
| Prime Capital Investment Advisors, LLC | 0.62% | Reduce -66.0% | 2,036,185 | $46.8M |
| Trilogy Capital Inc. | 2.21% | Add +10.4% | 1,975,139 | $45.4M |
| McKinley Carter Wealth Services, Inc. | 2.46% | Add +1.6% | 1,928,333 | $44.3M |
| Sanctuary Advisors, LLC | 0.26% | Reduce -11.8% | 1,861,648 | $42.8M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -17.8% | 1,762,825 | $40.5M |
| Merit Financial Group, LLC | 0.45% | Add +50.3% | 1,745,592 | $40.1M |
| Wells Fargo & Company | 0.01% | Add +4.4% | 1,717,608 | $39.5M |
| Genus Capital Management Inc. | 4.94% | Add +112.5% | 1,672,954 | $38.4M |
| NorthCoast Asset Management LLC | 0.16% | Reduce -0.5% | 1,626,832 | $37.4M |
| 3EDGE Asset Management, LP | 2.32% | Reduce -5.0% | 1,623,246 | $37.3M |
| Foster Group, Inc. | 1.27% | Reduce -1.5% | 1,620,333 | $37.2M |
| US Bancorp \de | 0.04% | Reduce -8.3% | 1,549,898 | $35.6M |
| Brown Advisory Inc. | 0.05% | Add +4.5% | 1,534,716 | $35.3M |
| Verum Partners LLC | 7.31% | Add +2.1% | 1,377,827 | $31.7M |
| Cwm, LLC | 0.11% | Add +12.8% | 1,376,228 | $31.6M |
| Bailard, Inc. | 0.73% | Reduce -1.8% | 1,359,378 | $31.2M |
| Heck Capital Advisors, LLC | 2.61% | Add +3.3% | 1,318,734 | $30.3M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +19.2% | 1,260,256 | $29.0M |
| Cresset Asset Management, LLC | 0.14% | Add +32.9% | 1,242,749 | $28.6M |
| Commerce Bank | 0.16% | Reduce -16.1% | 1,176,832 | $27.0M |
| Nationwide Fund Advisors | 1.51% | Reduce -4.5% | 1,174,083 | $27.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -8.6% | 1,142,721 | $26.3M |
| BlueStem Wealth Partners, LLC | 3.11% | Reduce -33.6% | 1,100,512 | $25.3M |
| Brueske Advisory Services, LLC | 17.18% | Reduce -2.9% | 1,099,424 | $25.3M |
| School Employees Retirement Board of Ohio | 14.34% | Reduce -66.7% | 1,092,059 | $25.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Reduce -18.3% | 1,091,570 | $25.1M |
| Acorns Advisers, LLC | 0.21% | Reduce -13.6% | 1,084,912 | $24.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +22.4% | 1,081,505 | $24.9M |
| Johnson Bixby & Associates, LLC | 3.27% | Add +1.8% | 1,034,689 | $23.8M |
| Cutler Investment Counsel LLC | 2.61% | Add +2.3% | 1,020,595 | $23.5M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -15.3% | 1,014,634 | $23.3M |
| SeaBridge Investment Advisors LLC | 4.32% | Add +17.5% | 1,010,198 | $23.2M |
| Lifeworks Advisors, LLC | 3.42% | Add +6.0% | 996,931 | $22.9M |
| Cerity Partners LLC | 0.04% | Add +109.7% | 995,618 | $22.7M |
| Stifel Financial Corp. | 0.02% | Add +1.0% | 960,444 | $22.1M |
| Lockheed Martin Investment Management Co. | 0.80% | New | 950,000 | $21.8M |
| Financial Advocates Investment Management | 1.78% | Add +7.3% | 945,646 | $21.7M |
| Itau Unibanco Holding S.A. | 0.80% | Reduce -80.5% | 911,128 | $20.9M |
| Seneca Financial Advisors LLC | 7.99% | Add +10.6% | 902,112 | $20.7M |
| Prudential PLC | 0.12% | Add +1377.9% | 871,946 | $20.0M |
| Capital Planning Advisors, LLC | 2.91% | Reduce -7.0% | 863,045 | $19.8M |
| Park Avenue Securities LLC | 0.18% | Add +31.1% | 860,725 | $19.8M |
| Gibbs Wealth Management | 3.75% | Add +12.3% | 846,789 | $19.5M |
| Schmidt P J Investment Management Inc. | 3.35% | Reduce -20.2% | 844,293 | $19.4M |
| DDFG, Inc | 4.82% | Add +2.8% | 834,602 | $19.2M |
| Savant Capital, LLC | 0.14% | Reduce -12.8% | 834,133 | $19.2M |
| Annandale Capital, LLC | 3.44% | Reduce -2.1% | 811,998 | $18.7M |
| Bartlett & Co. Wealth Management LLC | 0.26% | Add +13.0% | 800,183 | $18.4M |
| Geneos Wealth Management Inc. | 0.45% | Add +71.1% | 794,108 | $18.2M |
| Strategic Blueprint, LLC | 0.88% | Add +0.5% | 781,862 | $18.0M |
| Equitable Holdings, Inc. | 0.15% | Add +10.4% | 771,981 | $17.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.1% | 754,468 | $17.3M |
| St Germain D J Co. Inc. | 0.74% | Reduce -2.4% | 748,030 | $17.2M |
| Global Retirement Partners, LLC | 0.41% | — | 726,716 | $16.7M |
| Envision Financial Planning, LLC | 7.70% | Add +4.0% | 716,875 | $16.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.25% | Add +0.1% | 666,851 | $15.3M |
| Pacific Wealth Management | 7.54% | Reduce -0.5% | 664,451 | $15.3M |
| Cambridge Associates LLC /Ma/ | 0.33% | Reduce -29.0% | 644,870 | $14.8M |
| Roberts Financial Services LLC | 5.04% | Reduce -33.1% | 635,433 | $14.6M |
| Macquarie Group Ltd. | 0.02% | Add +25.6% | 633,927 | $14.6M |
| Snider Financial Group | 4.16% | Add +1.4% | 627,613 | $14.4M |
| Perigon Wealth Management, LLC | 0.34% | Reduce -0.6% | 625,657 | $14.4M |
| Private Advisor Group, LLC | 0.08% | Reduce -15.9% | 622,534 | $14.3M |
| Key Financial Inc | 2.81% | Add +1.0% | 608,341 | $14.0M |
| Coldstream Capital Management Inc. | 0.22% | Add +1.5% | 586,222 | $13.5M |
| Modern Wealth Management, LLC | 0.33% | Add +1.9% | 582,280 | $13.4M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -2.9% | 560,725 | $12.9M |
| Topel & Distasi Wealth Management, LLC | 6.74% | Add +1.0% | 559,527 | $12.9M |
| SCS Capital Management LLC | 0.14% | Add +4.3% | 546,923 | $12.6M |
| Integrity Alliance, Llc. | 0.69% | Reduce -22.0% | 545,786 | $12.5M |
| Bernardo Wealth Planning LLC | 2.72% | Reduce -1.6% | 545,358 | $12.5M |
| Mma Asset Management LLC | 4.77% | Add +92.1% | 540,907 | $12.4M |
| NewEdge Advisors, LLC | 0.06% | Add +6.1% | 525,006 | $12.1M |
| Cerity Partners OCIO LLC | 0.65% | Add +0.1% | 511,996 | $11.8M |
| Anfield Capital Management, LLC | 3.88% | Reduce -0.9% | 510,390 | $11.7M |
| Silphium Asset Management Ltd | 4.02% | New | 491,200 | $11.3M |
| Phoenix Financial Ltd. | 0.15% | Reduce -4.3% | 491,047 | $11.3M |
| Seascape Capital Management | 3.55% | Reduce -3.6% | 489,315 | $11.2M |
| Nepc LLC | 0.28% | New | 487,077 | $11.2M |
| Strategic Investment Advisors / MI | 1.07% | Add +11.8% | 479,632 | $11.0M |
| Spectrum Strategic Capital Management, LLC | 6.90% | Reduce -15.1% | 471,362 | $10.8M |
| Farther Finance Advisors, LLC | 0.22% | Reduce -4.5% | 470,245 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +46.6% | 469,934 | $10.8M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +327.2% | 467,042 | $10.7M |
| True North Advisors, LLC | 2.04% | Reduce -33.4% | 462,344 | $10.6M |
| Meridian Wealth Management, LLC | 0.45% | Add +6.3% | 461,706 | $10.6M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -50.4% | 448,993 | $10.3M |
| Clear Creek Financial Management, LLC | 0.95% | Reduce -24.5% | 434,605 | $10.0M |
| Mariner, LLC | 0.01% | Reduce -28.9% | 427,991 | $9.8M |
| Flow Traders U.S. LLC | 0.36% | Add +26.6% | 425,888 | $9.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +0.2% | 425,232 | $9.8M |
| Klaas Financial Asset Advisors, LLC | 1.54% | Add +0.6% | 424,266 | $9.7M |
| Barclays PLC | 0.00% | Add +56.9% | 411,465 | $9.5M |
| Foundations Investment Advisors, LLC | 0.15% | Add +19.5% | 407,378 | $9.4M |
| Robertson Stephens Wealth Management, LLC | 0.32% | Add +34.7% | 400,268 | $9.2M |
| Wilmington Savings Fund Society, FSB | 0.16% | Reduce -6.7% | 395,887 | $9.1M |
| IFG Advisory, LLC | 0.46% | Add +1.9% | 394,744 | $9.1M |
| Compagnie Lombard Odier SCmA | 0.12% | Add +8.0% | 393,030 | $9.0M |
| Asset Management One Co., Ltd. | 0.03% | New | 382,000 | $8.8M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -6.5% | 379,364 | $8.7M |
| Drive Wealth Management, LLC | 1.91% | Add +3.7% | 378,760 | $8.7M |
| Westshore Wealth, LLC | 3.30% | Add +2.8% | 373,706 | $8.6M |
| Scotia Capital Inc. | 0.04% | Reduce -1.1% | 372,640 | $8.6M |
| Creative Planning | 0.01% | Reduce -36.1% | 372,105 | $8.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.9% | 371,231 | $8.5M |
| Phoenix Wealth Advisors | 3.55% | Add +5.6% | 369,314 | $8.5M |
| Optas, LLC | 1.61% | Reduce -5.9% | 367,790 | $8.5M |
| JT Stratford LLC | 1.26% | Add +6.0% | 361,764 | $8.3M |
| Principal Securities, Inc. | 0.15% | Add +54.9% | 352,428 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -94.1% | 349,110 | $8.0M |
| Diversify Wealth Management, LLC | 0.49% | Add +10.4% | 348,917 | $8.0M |
| Diversify Advisory Services, LLC | 0.30% | Add +22.1% | 345,388 | $7.9M |
| National Bank of Canada | 0.01% | Add +23.6% | 337,644 | $7.7M |
| Center For Asset Management LLC | 4.71% | Add +32.3% | 339,640 | $7.6M |
| Cornerstone National Bank & Trust Co | 3.05% | Reduce -0.6% | 308,983 | $7.1M |
| Mutual Advisors, LLC | 0.18% | Reduce -7.8% | 309,453 | $7.1M |
| Family Capital Trust Co | 2.38% | Reduce 0.0% | 299,052 | $6.9M |
| Hilltop Holdings Inc. | 0.43% | Reduce -22.3% | 295,115 | $6.8M |
| Crabel Capital Management, LLC | 4.14% | Add +18.0% | 294,155 | $6.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Reduce -10.7% | 289,674 | $6.7M |
| Portside Wealth Group, LLC | 0.96% | Add +1.4% | 282,279 | $6.5M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -22.0% | 281,657 | $6.5M |
| Fairtree Asset Management (Pty) Ltd | 4.84% | Add +9.6% | 279,555 | $6.4M |
| Atria Investments, Inc | 0.07% | Reduce -43.0% | 273,007 | $6.3M |
| CW Advisors, LLC | 0.06% | Add +4.2% | 269,152 | $6.2M |
| Coign Capital Advisors LLC | 4.15% | Reduce -8.1% | 266,700 | $6.1M |
| Vise Technologies, Inc. | 0.25% | — | 261,785 | $6.0M |
| Comerica Bank | 0.02% | Add +31.5% | 261,627 | $6.0M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +28.1% | 258,256 | $5.9M |
| Townsquare Capital LLC | 0.57% | Reduce -96.4% | 256,733 | $5.9M |
| Simon Quick Advisors, LLC | 0.30% | Add +1914.7% | 255,921 | $5.9M |
| Highline Wealth Partners LLC | 1.62% | Add +26.8% | 238,126 | $5.5M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -3.4% | 237,437 | $5.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -31.0% | 236,835 | $5.4M |
| Vantage Financial Partners, LLC | 1.24% | Reduce -28.6% | 234,512 | $5.4M |
| Keel Point, LLC | 0.36% | Add +44.6% | 233,576 | $5.4M |
| HSBC Holdings PLC | 0.00% | Reduce -0.3% | 225,334 | $5.2M |
| Jones Financial Companies LLLP | 0.00% | Add +33.0% | 225,098 | $5.2M |
| DSG Capital Advisors, LLC | 0.90% | Reduce -0.1% | 219,644 | $5.0M |
| Keystone Global Partners, LLC | 2.68% | Add +64.3% | 214,064 | $4.9M |
| PFG Advisors | 0.23% | Add +205.7% | 212,632 | $4.9M |
| Financial Management Network Inc. | 0.86% | Reduce -4.6% | 210,554 | $4.8M |
| Addison Capital Co | 1.64% | Add +17.4% | 205,499 | $4.7M |
| Access Financial Services, Inc. | 1.77% | Add +2.9% | 203,708 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +8.4% | 203,112 | $4.7M |
| Independent Financial Group, LLC | 0.13% | Add +15.2% | 197,825 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.2% | 195,888 | $4.5M |
| Wetzel Investment Advisors, Inc. | 2.04% | New | 193,020 | $4.4M |
| CreativeOne Wealth, LLC | 0.11% | Add +4.7% | 190,098 | $4.4M |
| Interactive Financial Advisors, Inc. | 2.12% | Reduce -5.7% | 188,810 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +0.5% | 188,531 | $4.3M |
| Mather Group, Llc. | 0.05% | Reduce -7.0% | 187,833 | $4.3M |
| Element Wealth, LLC | 1.97% | Reduce -1.5% | 186,614 | $4.3M |
| Ascent Group, LLC | 0.17% | Reduce -1.3% | 186,603 | $4.3M |
| Paragon Capital Management Inc. | 3.24% | Reduce -0.9% | 184,956 | $4.3M |
| Capital Investment Counsel, LLC | 0.65% | Add +10.8% | 182,743 | $4.2M |
| SteelPeak Wealth, LLC | 0.16% | Reduce -0.4% | 180,386 | $4.1M |
| Sterling Financial Planning, Inc. | 1.37% | Add +0.6% | 178,923 | $4.1M |
| Synovus Financial Corp. | 0.05% | Add +9.1% | 178,906 | $4.1M |
| GenTrust, LLC | 0.19% | New | 177,831 | $4.1M |
| Capital Investment Advisory Services, LLC | 0.33% | Add +12.7% | 172,992 | $4.0M |
| Sowell Financial Services LLC | 0.16% | Reduce -7.7% | 172,012 | $4.0M |
| Ullmann Wealth Partners Group, LLC | 0.47% | Reduce -0.6% | 171,306 | $3.9M |
| Stonekeep Investments, LLC | 2.64% | Add +15.4% | 170,865 | $3.9M |
| Swmg, LLC | 1.27% | Reduce -7.6% | 166,469 | $3.8M |
| First Pacific Financial | 0.55% | Add +4.5% | 162,799 | $3.7M |
| WealthCare Investment Partners, LLC | 1.34% | Add +8.2% | 163,940 | $3.7M |
| Shared Vision Wealth Group LLC | 1.80% | Add +35.0% | 158,033 | $3.6M |
| Private Trust Co. NA | 0.34% | Add +17.0% | 156,526 | $3.6M |
| Cibc World Market Inc. | 0.01% | Reduce -1.0% | 154,518 | $3.6M |
| FFG Retirement Advisors LLC | 2.20% | Add +5.8% | 153,072 | $3.5M |
| Wealthfront Advisers LLC | 0.01% | Add +43.9% | 149,981 | $3.4M |
| Regal Investment Advisors LLC | 0.26% | Add +1.2% | 148,294 | $3.4M |
| Dorsey & Whitney Trust CO LLC | 0.18% | No change | 147,750 | $3.4M |
| Blueprint Investment Partners LLC | 0.60% | Reduce -82.2% | 147,478 | $3.4M |
| Bull Oak Capital, LLC | 1.53% | Reduce -27.4% | 146,187 | $3.4M |
| AtlasMark Financial, Inc | 2.49% | Add +43.3% | 142,301 | $3.3M |
| Sollinda Capital Management LLC | 0.84% | Add +5.3% | 140,821 | $3.2M |
| Idaho Trust Co | 1.15% | Reduce -3.6% | 140,035 | $3.2M |
| Armstrong Advisory Group, Inc. | 0.24% | Reduce -49.0% | 138,915 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +6.1% | 133,489 | $3.1M |
| Novem Group | 0.39% | Add +2.5% | 132,908 | $3.1M |
| M&T Bank Corp | 0.01% | Reduce -9.7% | 128,743 | $3.0M |
| GLOBALT Investments LLC / GA | 0.11% | Reduce -12.7% | 127,725 | $2.9M |
| Twele Capital Management, Inc. | 0.58% | Add +16.4% | 126,643 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +24.0% | 126,328 | $2.9M |
| Advisory Services Network, LLC | 0.05% | Reduce -15.5% | 126,993 | $2.9M |
| Westfuller Advisors, LLC | 1.61% | Add +2.2% | 122,972 | $2.8M |
| Resolute Wealth Advisor, Inc. | 1.58% | — | 121,386 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.0% | 121,013 | $2.8M |
| Focus Partners Wealth | 0.01% | Add +59.6% | 120,063 | $2.8M |
| Sharkey, Howes & Javer | 0.37% | Add +3.4% | 119,767 | $2.8M |
| Beacon Bridge Wealth Partners, LLC | 1.08% | Reduce -19.0% | 118,795 | $2.7M |
| Calton & Associates, Inc. | 0.47% | Add +2.8% | 117,459 | $2.7M |
| Triad Wealth Partners, LLC | 0.54% | Add +26.3% | 116,312 | $2.7M |
| Catalina Capital Group, LLC | 1.80% | Reduce -1.9% | 115,937 | $2.7M |
| Simplicity Wealth,LLC | 0.11% | Add +141.4% | 115,670 | $2.7M |
| Shelter Mutual Insurance Co | 0.59% | Add +5.6% | 111,150 | $2.6M |
| Net Worth Advisory Group | 0.57% | Add +199.9% | 111,147 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +33.3% | 110,029 | $2.5M |
| Coordinated Financial Services, Inc. | 1.77% | — | 109,629 | $2.5M |
| Shira Ridge Wealth Management | 1.15% | Reduce -6.1% | 109,433 | $2.5M |
| 4WEALTH Advisors, Inc. | 2.60% | Reduce -1.9% | 109,053 | $2.5M |
| Dynasty Wealth Management, LLC | 0.04% | Reduce -32.6% | 106,191 | $2.4M |
| Fifth Third Securities, Inc. | 0.18% | Reduce -28.6% | 105,961 | $2.4M |
| Blueprint Financial Advisors LLC | 0.77% | Reduce -72.8% | 104,840 | $2.4M |
| Croban | 2.05% | Add +205.3% | 104,669 | $2.4M |
| Parallel Advisors, LLC | 0.05% | Reduce -2.7% | 104,211 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -59.5% | 103,994 | $2.4M |
| Greenline Partners, LLC | 0.32% | Reduce -31.6% | 103,204 | $2.4M |
| Tounjian Advisory Partners, LLC | 0.46% | Reduce -0.5% | 102,822 | $2.4M |
| Greenleaf Trust | 0.02% | Reduce -4.3% | 102,344 | $2.4M |
| Valmark Advisers, Inc. | 0.03% | Add +4.2% | 100,781 | $2.3M |
| Blue Edge Capital, LLC | 0.34% | Reduce -1.3% | 99,325 | $2.3M |
| Western Financial Corp | 1.22% | Reduce -1.2% | 99,298 | $2.3M |
| MA Private Wealth | 0.41% | Add +4.3% | 98,629 | $2.3M |
| One Day In July LLC | 0.20% | Add +0.3% | 95,056 | $2.2M |
| TSA Wealth Managment LLC | 0.78% | Add +5.0% | 92,781 | $2.1M |
| Family Firm, Inc. | 0.51% | Add +2.0% | 92,479 | $2.1M |
| &partners | 0.02% | Add +77.7% | 92,197 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Add +99.2% | 91,034 | $2.1M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +14.4% | 91,429 | $2.1M |
| Wesbanco Bank Inc. | 0.06% | Add +2.9% | 90,244 | $2.1M |
| RFG Advisory, LLC | 0.05% | Reduce -18.2% | 89,850 | $2.1M |
| DMC Group, LLC | 1.60% | Add +48.6% | 89,410 | $2.1M |
| Stonehearth Capital Management, LLC | 0.84% | Add +8.4% | 88,622 | $2.0M |
| Sovran Advisors, LLC | 0.21% | Add +2.3% | 89,306 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +12.1% | 87,388 | $2.0M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -61.5% | 86,248 | $2.0M |
| ORG Partners LLC | 0.43% | Add +6.7% | 86,247 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.33% | Add +0.7% | 85,602 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -7.3% | 85,414 | $2.0M |
| PFG Investments, LLC | 0.11% | Add +45.8% | 84,755 | $1.9M |
| Horizon Investments, LLC | 0.03% | Add +3966.1% | 84,940 | $1.9M |
| Jordan Park Trust Co LLC | 1.78% | Add +1.9% | 84,001 | $1.9M |
| SWP Financial LLC | 1.06% | Add +0.6% | 83,865 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +10.1% | 83,383 | $1.9M |
| Founders Financial Securities LLC | 0.15% | Add +6.1% | 83,360 | $1.9M |
| BNP Paribas | 0.06% | Reduce -29.0% | 81,659 | $1.9M |
| Austin Private Wealth, LLC | 0.15% | Add +0.4% | 81,481 | $1.9M |
| Clearstead Advisors, LLC | 0.03% | Reduce -64.5% | 80,231 | $1.8M |
| Brookstone Capital Management | 0.02% | Reduce -0.7% | 80,176 | $1.8M |
| Meitav Investment House Ltd. | 0.02% | Add +329.4% | 80,114 | $1.8M |
| Drucker Wealth 3.0, LLC | 0.35% | New | 79,171 | $1.8M |
| BIP Wealth, LLC | 0.11% | Add +24.2% | 77,875 | $1.8M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -9.3% | 77,628 | $1.8M |
| Heritage Wealth Management, Inc. | 1.34% | Reduce -0.7% | 77,013 | $1.8M |
| Prospera Financial Services Inc | 0.03% | Add +7.7% | 76,700 | $1.8M |
| Icon Wealth Advisors, LLC | 0.12% | Add +6.0% | 75,018 | $1.7M |
| Cosner Financial Group, LLC | 0.96% | No change | 74,842 | $1.7M |
| Regency Capital Management Inc.\DE | 0.90% | Add +36.3% | 74,407 | $1.7M |
| Stokes Family Office, LLC | 0.18% | Add +9.0% | 73,083 | $1.7M |
| Tme Financial, Inc. | 1.35% | Add +47.0% | 72,665 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +9.1% | 72,522 | $1.7M |
| Summit Wealth Group, LLC | 0.43% | Reduce -1.6% | 72,418 | $1.7M |
| JPL Wealth Management, LLC | 0.45% | Add +9.0% | 71,828 | $1.7M |
| Blue Trust, Inc. | 0.02% | Reduce -0.9% | 71,779 | $1.6M |
| Composition Wealth, LLC | 0.03% | Reduce -15.8% | 71,557 | $1.6M |
| Trek Financial, LLC | 0.11% | Reduce -8.6% | 71,499 | $1.6M |
| TFB Advisors LLC | 0.43% | Add +2.3% | 70,820 | $1.6M |
| Franklin Resources Inc. | 0.00% | Add +166.6% | 67,737 | $1.6M |
| Canandaigua National Trust Co of Florida | 1.10% | Add +180.6% | 67,585 | $1.6M |
| Avondale Wealth Management | 0.87% | Add +11.1% | 67,463 | $1.6M |
| Wise Wealth Partners | 2.59% | Reduce -65.5% | 67,406 | $1.5M |
| One Wealth Advisors, LLC | 0.22% | Add +9.9% | 67,397 | $1.5M |
| Roble, Belko & Company, Inc | 0.22% | Reduce -15.0% | 65,353 | $1.5M |
| Yukon Wealth Management, Inc. | 0.53% | Reduce -44.2% | 64,814 | $1.5M |
| Alliance Wealth Advisors, LLC | 0.36% | Add +4.2% | 64,464 | $1.5M |
| Ascent Wealth Partners, LLC | 0.18% | Add +0.5% | 64,274 | $1.5M |
| Bank of Marin | 1.11% | Reduce -0.5% | 63,984 | $1.5M |
| High Falls Advisors, Inc | 0.32% | Reduce -15.5% | 63,896 | $1.5M |
| Transatlantique Private Wealth LLC | 0.54% | Add +26.3% | 63,891 | $1.5M |
| Colton Groome Financial Advisors, LLC | 0.49% | New | 63,554 | $1.5M |
| Wealth Advisory Solutions, LLC | 0.37% | Reduce -2.0% | 62,725 | $1.4M |
| Elevated Capital Advisors, LLC | 0.39% | No change | 61,040 | $1.4M |
| Paladin Advisory Group, LLC | 1.07% | Reduce -12.4% | 60,766 | $1.4M |
| Hara Capital LLC | 0.86% | No change | 60,098 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +6.2% | 58,556 | $1.3M |
| Anderson Hoagland & Co. | 0.13% | Reduce -13.8% | 58,347 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -89.7% | 57,640 | $1.3M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.26% | Add +5.2% | 56,097 | $1.3M |
| Scott Marsh Financial, LLC | 0.48% | — | 56,095 | $1.3M |
| Paragon Private Wealth Management, LLC | 0.51% | Reduce -1.4% | 55,531 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -19.0% | 55,504 | $1.3M |
| Advus Financial Partners, LLC | 0.33% | Add +0.8% | 55,431 | $1.3M |
| Liberty Wealth Management LLC | 0.20% | Reduce -4.4% | 54,808 | $1.3M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -4.6% | 54,489 | $1.3M |
| Certus Wealth Management, LLC | 0.80% | Add +0.0% | 54,242 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -8.4% | 53,824 | $1.2M |
| Stewardship Advisors, LLC | 0.31% | Add +33.7% | 53,480 | $1.2M |
| Smartleaf Asset Management LLC | 0.11% | Add +20.5% | 53,505 | $1.2M |
| Bestgate Wealth Advisors, LLC | 2.51% | No change | 52,692 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +6.3% | 52,176 | $1.2M |
| Integrity Wealth Advisors, Inc. | 0.82% | Add +2.4% | 51,167 | $1.2M |
| SigFig Wealth Management, LLC | 0.04% | Add +1.9% | 50,946 | $1.2M |
| Atlatl Advisers LLC | 0.55% | Add +1.1% | 50,766 | $1.2M |
| Clarendon Private LLC | 1.10% | Reduce -6.3% | 49,655 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +29.3% | 49,630 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.08% | Reduce -0.2% | 49,503 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -25.0% | 49,492 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -20.5% | 49,463 | $1.1M |
| Arete Wealth Advisors, LLC | 0.08% | Add +0.9% | 48,606 | $1.1M |
| Ade, LLC | 0.58% | Add +9.7% | 47,224 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | New | 47,061 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Add +15.2% | 46,909 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +16.6% | 46,667 | $1.1M |
| Intelligence Driven Advisers, LLC | 0.16% | Reduce -25.9% | 46,133 | $1.1M |
| Meeder Advisory Services, Inc. | 0.05% | New | 45,733 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -13.5% | 45,403 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.8% | 45,310 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.20% | Add +0.9% | 45,089 | $1.0M |
| Certior Financial Group, LLC | 0.79% | Add +0.3% | 44,926 | $1.0M |
| GAMMA Investing LLC | 0.07% | Reduce -68.1% | 44,788 | $1.0M |
| Twin Peaks Wealth Advisors, LLC | 0.33% | Add +311.6% | 44,321 | $1.0M |
| Farmers National Bank | 0.27% | Add +11.5% | 44,065 | $1.0M |
| Hoxton Planning & Management, LLC | 0.35% | Reduce -0.3% | 43,453 | $999K |
| Inspire Advisors, LLC | 0.10% | Reduce -0.6% | 43,341 | $996K |
| Bay Harbor Wealth Management, LLC | 0.29% | Add +5.8% | 43,336 | $996K |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -4.7% | 43,288 | $995K |
| Client 1ST Advisory Group, LLC | 0.36% | Reduce -17.4% | 43,152 | $992K |
| Richmond Investment Services, LLC | 0.21% | New | 42,884 | $985K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -21.1% | 42,638 | $980K |
| National Wealth Management Group, LLC | 0.54% | Add +2.6% | 42,105 | $968K |
| WealthShield Partners, LLC | 0.11% | Reduce -26.0% | 41,366 | $951K |
| PAX Financial Group, LLC | 0.18% | Reduce -12.1% | 40,979 | $942K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -9.1% | 40,768 | $937K |
| Copperleaf Capital, LLC | 0.47% | Add +3.0% | 40,654 | $934K |
| Norden Group LLC | 0.10% | Add +4.5% | 40,245 | $925K |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.6% | 40,208 | $924K |
| Alterna Wealth Management, Inc. | 0.74% | Add +2.9% | 40,116 | $922K |
| True Vision MN LLC | 0.51% | Reduce -2.3% | 40,093 | $921K |
| Advyzon Investment Management, LLC | 0.20% | Add +5.5% | 40,075 | $921K |
| Alteri Wealth LLC | 0.36% | Reduce -34.1% | 39,934 | $918K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +1.2% | 39,666 | $912K |
| Oakworth Capital, Inc. | 0.06% | Add +44.6% | 39,226 | $901K |
| Marshall Financial Group, LLC | 0.18% | Reduce -10.4% | 39,590 | $899K |
| GTS Securities LLC | 0.04% | Reduce -79.4% | 38,912 | $894K |
| JB Capital LLC | 0.04% | Reduce -1.1% | 38,878 | $893K |
| Spartan Planning & Wealth Management | 0.76% | Reduce -81.6% | 38,861 | $893K |
| Precision Wealth Strategies, LLC | 0.29% | New | 38,763 | $891K |
| Cherrydale Wealth Management, LLC | 0.31% | Reduce -4.5% | 38,712 | $890K |
| Clearstead Trust, LLC | 0.17% | New | 38,352 | $881K |
| Cobblestone Asset Management LLC | 0.46% | Reduce -1.6% | 38,254 | $879K |
| Waterloo Capital, L.P. | 0.07% | Reduce -32.0% | 38,011 | $873K |
| Pines Wealth Management, LLC | 0.31% | Reduce -24.5% | 37,940 | $864K |
| Clear Harbor Asset Management, LLC | 0.06% | Reduce -1.7% | 36,625 | $842K |
| KKM Financial LLC | 0.29% | Add +2.8% | 36,495 | $838K |
| Pinion Investment Advisors, LLC | 0.29% | Reduce -37.0% | 36,334 | $835K |
| Harbour Investments, Inc. | 0.02% | Add +0.1% | 35,890 | $825K |
| Clifford Group, LLC | 0.68% | Add +3.3% | 35,863 | $824K |
| Strategic Financial Concepts, LLC | 0.12% | Reduce -82.2% | 35,493 | $824K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -11.5% | 35,802 | $823K |
| HFG Wealth Management, LLC | 0.50% | Add +7.2% | 35,764 | $822K |
| Signal Advisors Wealth, LLC | 0.06% | Add +3.9% | 35,622 | $819K |
| D.A. Davidson & Co. | 0.01% | Add +3.9% | 35,064 | $806K |
| Verus Capital Partners, LLC | 0.07% | Reduce -14.5% | 34,321 | $789K |
| CENTRAL TRUST Co | 0.02% | Add +3.0% | 34,058 | $783K |
| UMB Bank, n.a. | 0.01% | No change | 33,971 | $781K |
| 5T Wealth, LLC | 0.39% | Add +2.2% | 33,592 | $772K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +29.7% | 33,542 | $771K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +0.9% | 33,427 | $768K |
| Invst, LLC | 0.10% | Add +13.8% | 33,200 | $763K |
| Thrive Capital Management, LLC | 0.24% | New | 32,968 | $758K |
| Brasada Capital Management, LP | 0.13% | Reduce -27.0% | 33,014 | $752K |
| Cheviot Value Management, LLC | 0.09% | Add +12.4% | 32,481 | $743K |
| Foster & Motley Inc. | 0.04% | Reduce -12.7% | 32,075 | $737K |
| Summit X, LLC | 0.13% | Reduce -3.1% | 30,671 | $705K |
| Financial Partners Group, Inc | 0.10% | Add +0.9% | 30,578 | $703K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -0.4% | 30,293 | $696K |
| HB Wealth Management, LLC | 0.01% | Reduce -72.7% | 30,058 | $691K |
| Pacific Financial Group Inc. | 0.54% | Reduce -23.1% | 29,877 | $687K |
| Wedbush Securities Inc. | 0.02% | Reduce -9.1% | 29,786 | $684K |
| Matauro, LLC | 0.13% | Reduce -32.0% | 29,587 | $680K |
| Citizens Financial Group Inc. | 0.01% | Add +93.1% | 29,451 | $677K |
| Waverly Advisors, LLC | 0.01% | Reduce -5.2% | 29,406 | $676K |
| LongView Wealth Management | 0.20% | Reduce -29.6% | 29,343 | $674K |
| Csenge Advisory Group | 0.04% | Reduce -5.7% | 29,269 | $666K |
| Baker Tilly Wealth Management, LLC | 0.24% | Reduce -22.4% | 28,904 | $664K |
| Invera Wealth Advisors, LLC | 0.43% | No change | 28,563 | $656K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +91.2% | 27,964 | $643K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -18.3% | 27,819 | $639K |
| Betterment LLC | 0.00% | Add +15.5% | 27,707 | $637K |
| IFP Advisors, Inc | 0.02% | Reduce -8.7% | 26,764 | $615K |
| Investor's Fiduciary Advisor Network, LLC | 0.23% | Add +0.9% | 26,622 | $611K |
| Stelac Advisory Services LLC | 0.23% | No change | 26,437 | $607K |
| Stableford Capital II LLC | 0.23% | No change | 26,634 | $607K |
| Kingdom Financial Group LLC. | 0.53% | New | 26,379 | $606K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.8% | 26,372 | $606K |
| Maripau Wealth Management LLC | 0.30% | Add +4.9% | 26,354 | $605K |
| MAI Capital Management | 0.00% | Reduce -14.7% | 26,109 | $600K |
| Rialto Wealth Management, LLC | 0.17% | Reduce -0.4% | 26,038 | $598K |
| Corient Private Wealth LP | 0.00% | Reduce -29.1% | 25,973 | $597K |
| Darden Wealth Group Inc | 0.36% | No change | 25,929 | $596K |
| Empirical Asset Management, LLC | 0.18% | Add +3.6% | 25,829 | $594K |
| GK Wealth Management LLC | 0.58% | Reduce -1.2% | 25,585 | $588K |
| Wallace Advisory Group, LLC | 0.42% | Add +0.7% | 25,433 | $585K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +2.4% | 25,374 | $583K |
| Cadinha & Co. LLC | 0.10% | Reduce -0.5% | 25,263 | $581K |
| Lokken Investment Group LLC | 0.22% | New | 25,227 | $580K |
| Dunhill Financial, LLC | 0.17% | Add +51.0% | 25,109 | $577K |
| BOS Asset Management, LLC | 0.18% | Add +0.5% | 24,977 | $574K |
| McNaughton Wealth Management, LLC | 0.25% | Add +4.1% | 24,501 | $563K |
| Financial Network Wealth Advisors LLC | 0.68% | Reduce -4.1% | 24,460 | $562K |
| ONE Advisory Partners, LLC | 0.19% | Add +14.6% | 24,679 | $562K |
| Moneco Advisors, LLC | 0.05% | Reduce -4.9% | 24,202 | $556K |
| Balentine LLC | 0.02% | Reduce -39.0% | 24,117 | $554K |
| Prosperity Consulting Group, LLC | 0.04% | Add +0.1% | 24,070 | $553K |
| Vermillion & White Wealth Management Group, LLC | 0.36% | Reduce -2.3% | 23,982 | $551K |
| Destiny Wealth Partners, LLC | 0.07% | No change | 23,455 | $539K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.1% | 23,321 | $536K |
| Rossby Financial, LCC | 0.20% | Reduce -14.3% | 23,297 | $535K |
| My Legacy Advisors, LLC | 0.19% | Add +56.7% | 23,367 | $532K |
| Fairvoy Private Wealth, LLC | 0.13% | Add +0.9% | 23,053 | $530K |
| Ieq Capital, LLC | 0.00% | New | 22,995 | $528K |
| Keystone Financial Group | 0.05% | Add +13.6% | 22,965 | $527K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +58.0% | 22,942 | $527K |
| Midwest Trust Co | 0.01% | — | 22,896 | $526K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -4.5% | 22,884 | $526K |
| Western Wealth Management, LLC | 0.03% | Add +16.4% | 22,866 | $525K |
| Qube Research & Technologies Ltd | 0.00% | New | 22,763 | $523K |
| Endeavor Private Wealth, Inc. | 0.25% | Add +13.2% | 22,655 | $521K |
| IHT Wealth Management, LLC | 0.01% | Add +6.2% | 22,555 | $518K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +86.3% | 22,511 | $517K |
| Roundview Capital LLC | 0.03% | No change | 22,474 | $516K |
| DecisionMap Wealth Management, LLC | 0.35% | Add +0.9% | 22,407 | $515K |
| Syntax Research, Inc. | 0.37% | Reduce -2.5% | 22,393 | $515K |
| Centurion Wealth Management LLC | 0.15% | Reduce -1.5% | 22,295 | $512K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -3.8% | 22,203 | $510K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.1% | 22,187 | $510K |
| Range Financial Group LLC | 0.20% | Add +26.0% | 21,950 | $504K |
| Capital Analysts, LLC | 0.02% | Add +9.5% | 21,914 | $504K |
| Arkadios Wealth Advisors | 0.02% | Add +15.8% | 21,847 | $502K |
| Petra Financial Advisors Inc. | 0.32% | Reduce -8.7% | 21,806 | $501K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -1.7% | 21,718 | $499K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -66.5% | 21,642 | $497K |
| Blair William & Co. | 0.00% | Reduce -12.2% | 21,403 | $492K |
| Americana Partners, LLC | 0.02% | Reduce -0.5% | 21,272 | $489K |
| West Wealth Group, LLC | 0.12% | Reduce -8.9% | 21,253 | $488K |
| Tempus Wealth Planning, LLC | 0.12% | Add +10.6% | 21,154 | $486K |
| Stone House Investment Management, LLC | 0.09% | Reduce -29.6% | 20,855 | $479K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.4% | 20,837 | $479K |
| Coppell Advisory Solutions LLC | 0.06% | New | 20,846 | $477K |
| Ascentis Independent Advisors | 0.09% | Add +1.9% | 20,647 | $474K |
| Falcon Wealth Planning | 0.05% | Add +0.8% | 20,252 | $465K |
| Cahill Financial Advisors Inc. | 0.06% | Add +0.0% | 19,771 | $454K |
| Fisher Asset Management | 0.00% | Add +74.6% | 19,637 | $451K |
| Petix & Botte Co | 0.11% | Reduce -2.6% | 19,209 | $441K |
| CIBC Private Wealth Group LLC | 0.00% | Add +188.2% | 19,206 | $441K |
| Brookwood Investment Group LLC | 0.07% | Reduce -16.8% | 19,031 | $437K |
| Heritage Family Offices, LLP | 0.22% | No change | 18,814 | $431K |
| Magnolia Capital Advisors LLC | 0.11% | No change | 18,728 | $430K |
| Apeiron RIA LLC | 0.11% | Add +24.2% | 18,669 | $429K |
| WCG Wealth Advisors LLC | 0.03% | Add +10.3% | 18,170 | $418K |
| Rinkey Investments | 0.12% | Reduce -1.4% | 18,057 | $415K |
| Spectrum Planning & Advisory Services Inc. | 0.26% | Reduce -24.9% | 17,810 | $409K |
| 4J Wealth Management LLC | 0.28% | Reduce -0.9% | 17,771 | $408K |
| Wealth Alliance, LLC | 0.05% | Add +28.3% | 17,756 | $408K |
| Tudor Investment Corporation | 0.00% | Reduce -59.1% | 17,678 | $406K |
| Peak Retirement Planning, Inc. | 0.16% | New | 17,650 | $406K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -29.0% | 17,572 | $404K |
| Charter Oak Capital Management, LLC | 0.03% | Add +7.2% | 17,448 | $401K |
| FineMark National Bank & Trust | 0.01% | Add +1.7% | 17,372 | $399K |
| Triumph Capital Management | 0.12% | Reduce -1.5% | 17,286 | $397K |
| Keystone Financial Services | 0.13% | Add +7.1% | 17,132 | $394K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -11.1% | 17,114 | $393K |
| Rhumbline Advisers | 0.00% | No change | 16,974 | $390K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.2% | 16,958 | $390K |
| Members Trust Co | 0.01% | Reduce -6.9% | 16,952 | $390K |
| NBT Bank, N.A. | 0.03% | Reduce -3.8% | 16,944 | $389K |
| Lido Advisors, LLC | 0.00% | Reduce -1.5% | 16,871 | $388K |
| Legacy Financial Group LLC | 0.05% | Add +16.7% | 16,869 | $388K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -20.5% | 16,855 | $387K |
| World Investment Advisors | 0.01% | Reduce -37.1% | 16,697 | $384K |
| Columbus Macro, LLC | 0.05% | Add +16.6% | 16,671 | $383K |
| Creative Financial Designs Inc. | 0.03% | Reduce -12.5% | 16,352 | $376K |
| Burke & Herbert Bank & Trust Co. | 0.08% | No change | 16,321 | $375K |
| Headlands Technologies LLC | 0.04% | Reduce -36.4% | 16,124 | $371K |
| Delta Asset Management LLC | 0.03% | No change | 16,084 | $370K |
| Cary Street Partners Financial LLC | 0.01% | Add +10.3% | 16,066 | $369K |
| City State Bank | 0.12% | Add +0.6% | 15,991 | $367K |
| One Wealth Capital Management, LLC | 0.17% | Add +3.7% | 15,958 | $367K |
| Prasad Wealth Partners, LLC | 0.11% | Reduce -42.2% | 15,823 | $364K |
| Caliber Wealth Management, LLC / KS | 0.04% | Add +1.1% | 15,817 | $363K |
| Kovack Advisors, Inc. | 0.04% | New | 15,715 | $361K |
| Advisor OS, LLC | 0.04% | Add +52.7% | 15,702 | $361K |
| Rothschild Wealth LLC | 0.09% | Reduce -1.0% | 15,679 | $360K |
| BCGM Wealth Management, LLC | 0.10% | Reduce -0.6% | 15,573 | $358K |
| KM Capital Management Ltd. | 0.17% | New | 15,373 | $353K |
| Main Street Financial Solutions, LLC | 0.03% | Add +0.8% | 15,310 | $352K |
| Gen-Wealth Partners Inc | 0.14% | Add +14.6% | 15,224 | $350K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -1.4% | 15,190 | $349K |
| Mgo One Seven LLC | 0.01% | Add +38.0% | 15,027 | $345K |
| Novus Advisors, LLC | 0.52% | Reduce -12.7% | 14,846 | $341K |
| IRON Financial LLC | 0.18% | Reduce -2.3% | 14,715 | $338K |
| International Assets Investment Management, LLC | 0.03% | Add +23.5% | 14,698 | $338K |
| SageView Advisory Group, LLC | 0.01% | Reduce -5.9% | 14,698 | $334K |
| Mission Wealth Management, LP | 0.01% | Reduce -29.5% | 14,423 | $331K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 14,385 | $331K |
| Patten Group, Inc. | 0.07% | Reduce -22.4% | 14,254 | $328K |
| MSH Capital Advisors LLC | 0.09% | Add +43.1% | 14,226 | $327K |
| MIdWestOne Financial Group, Inc. | 0.04% | Reduce -0.9% | 14,172 | $326K |
| Occidental Asset Management, LLC | 0.04% | Reduce -97.6% | 14,019 | $322K |
| Portfolio Strategies, Inc. | 0.04% | Add +2.9% | 13,995 | $322K |
| Adventist Health System Sunbelt Healthcare Corp. | 0.02% | Add +0.1% | 13,972 | $321K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -48.8% | 13,939 | $320K |
| Fourth Dimension Wealth, LLC | 0.13% | Add +9.3% | 13,756 | $316K |
| Security Financial Services, INC. | 0.06% | Reduce -0.4% | 13,587 | $312K |
| Garden State Investment Advisory Services LLC | 0.08% | Add +0.1% | 13,467 | $310K |
| Prudent Investors Network, Inc. | 0.08% | Reduce -11.7% | 13,431 | $309K |
| Bellwether Advisors, LLC | 0.05% | Reduce -1.3% | 13,353 | $307K |
| Essex Bank | 0.07% | Add +34.5% | 13,274 | $305K |
| Lifelong Wealth Advisors, Inc. | 0.10% | Add +2.5% | 13,230 | $304K |
| Nwam LLC | 0.02% | Reduce -41.7% | 13,256 | $303K |
| Meyer Handelman Co. | 0.01% | Add +11.4% | 13,131 | $302K |
| Bison Wealth, LLC | 0.02% | Reduce -0.9% | 12,904 | $297K |
| Gotham Asset Management | 0.00% | Add +3.0% | 12,896 | $296K |
| Firethorn Wealth Partners, LLC | 0.13% | Add +9.0% | 12,873 | $296K |
| Barnes Wealth Management Group, Inc | 0.17% | Add +7.4% | 12,795 | $294K |
| Compound Planning, Inc. | 0.01% | New | 12,718 | $292K |
| Aberdeen Group plc | 0.00% | Reduce -4.6% | 12,691 | $292K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 12,623 | $290K |
| LifePlan Investment Advisors, Inc. | 0.14% | Add +19.1% | 12,600 | $290K |
| Independence Bank of Kentucky | 0.04% | No change | 12,468 | $287K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -22.2% | 12,335 | $283K |
| Focus Financial Network, Inc. | 0.01% | Add +0.6% | 12,088 | $278K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +7.9% | 12,047 | $277K |
| Seven Mile Advisory | 0.17% | Add +1.7% | 12,043 | $277K |
| Pinnacle Financial Partners Inc | 0.01% | Add +12.9% | 11,853 | $272K |
| Theory Financial LLC | 0.10% | Add +25.3% | 11,882 | $271K |
| Rothschild Investment LLC | 0.02% | Add +0.5% | 11,760 | $270K |
| Three Bridge Wealth Advisors, LLC | 0.07% | Add +0.9% | 11,758 | $270K |
| NewEdge Wealth, LLC | 0.00% | Add +14.9% | 11,771 | $270K |
| Seldon Capital LP | 0.12% | No change | 11,600 | $267K |
| Two West Capital Advisors LLC | 0.17% | Add +17.4% | 11,644 | $265K |
| Tradition Wealth Management, LLC | 0.02% | Add +3.1% | 11,512 | $265K |
| CoreCap Advisors, LLC | 0.01% | Reduce -13.2% | 11,466 | $264K |
| Chesley Taft & Associates LLC | 0.01% | Add +2.9% | 11,441 | $263K |
| Agf Management Ltd. | 0.00% | Reduce -20.6% | 11,400 | $262K |
| Costello Asset Management, INC | 0.10% | Add +0.9% | 11,324 | $260K |
| One Capital Management, LLC | 0.01% | New | 11,290 | $259K |
| GDS Wealth Management | 0.02% | Add +0.6% | 11,272 | $259K |
| KWB Wealth | 0.03% | Reduce -88.4% | 11,081 | $255K |
| Axis Wealth Partners, LLC | 0.16% | Reduce -19.3% | 10,585 | $243K |
| Hickory Point Bank & Trust | 0.19% | No change | 10,507 | $241K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +9.9% | 10,418 | $239K |
| Tyler-Stone Wealth Management | 0.04% | No change | 10,407 | $239K |
| KFG Wealth Management, LLC | 0.04% | New | 10,277 | $236K |
| Fifth Third Bancorp | 0.00% | Reduce -83.5% | 10,181 | $234K |
| Eagle Rock Investment Company, LLC | 0.04% | No change | 10,175 | $234K |
| Colonial Trust Co / SC | 0.03% | Reduce -5.3% | 10,083 | $232K |
| Redwood Investment Management, LLC | 0.02% | Reduce -52.3% | 9,984 | $229K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -13.5% | 9,843 | $226K |
| Aspire Private Capital, LLC | 0.05% | Add +10.5% | 9,836 | $226K |
| Magnus Financial Group LLC | 0.02% | Reduce -20.6% | 9,770 | $225K |
| Balefire, LLC | 0.05% | New | 9,723 | $223K |
| Fortitude Advisory Group L.L.C. | 0.13% | No change | 9,629 | $221K |
| Sterling Investment Counsel, LLC | 0.13% | Add +3.5% | 9,566 | $220K |
| Independent Advisor Alliance | 0.01% | Reduce -8.7% | 9,551 | $219K |
| Accredited Investor Services, LLC | 0.17% | No change | 9,509 | $219K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 9,437 | $217K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -15.5% | 9,418 | $216K |
| BCU Wealth Advisors, LLC | 0.10% | Reduce -4.0% | 9,410 | $216K |
| Modera Wealth Management, LLC | 0.00% | Reduce -10.9% | 9,395 | $216K |
| Hancock Whitney Corp. | 0.00% | New | 9,362 | $215K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +4.6% | 9,368 | $215K |
| Vertex Planning Partners, LLC | 0.04% | New | 9,277 | $213K |
| Sax Wealth Advisors, LLC | 0.01% | New | 9,274 | $213K |
| Columbia River Financial Group, LLC | 0.14% | Add +0.5% | 9,173 | $210K |
| Avalon Capital Management | 0.06% | Reduce -96.6% | 9,124 | $210K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -42.0% | 8,942 | $205K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.8% | 8,932 | $205K |
| Optimum Investment Advisors | 0.09% | Add +2.6% | 8,929 | $205K |
| Savvy Advisors, Inc. | 0.01% | Reduce -35.6% | 8,866 | $204K |
| Chesapeake Wealth Management | 0.07% | No change | 8,862 | $204K |
| Berger Financial Group, Inc | 0.01% | Reduce -3.1% | 8,827 | $203K |
| South Plains Financial, Inc. | 0.14% | No change | 8,500 | $195K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -98.3% | 8,301 | $191K |
| Lanark Financial, Inc. | 0.02% | Add +37.7% | 8,071 | $185K |
| Proffitt & Goodson Inc. | 0.03% | Add +1.8% | 7,606 | $175K |
| PrairieView Partners, LLC | 0.02% | No change | 7,614 | $174K |
| SIMA Wealth Partners, LLC | 0.13% | Reduce -20.9% | 7,018 | $161K |
| Albion Financial Group | 0.01% | No change | 7,000 | $161K |
| Richardson Financial Services Inc. | 0.10% | Add +15.8% | 6,563 | $150K |
| Exchange Traded Concepts, LLC | 0.00% | New | 6,472 | $149K |
| Transce3nd, LLC | 0.06% | Add +2.2% | 6,294 | $145K |
| Signature Resources Capital Management, LLC | 0.09% | Reduce -19.3% | 6,263 | $144K |
| Truvestments Capital LLC | 0.03% | Reduce -17.2% | 6,080 | $140K |
| Deane Retirement Strategies, Inc. | 0.06% | Add +0.3% | 5,564 | $128K |
| Cape Investment Advisory, Inc. | 0.05% | Add +31.5% | 5,444 | $125K |
| Adirondack Trust Co. | 0.04% | No change | 5,396 | $124K |
| GeoWealth Management, LLC | 0.00% | Reduce -1.8% | 5,258 | $121K |
| Ameritas Advisory Services, LLC | 0.01% | New | 5,139 | $118K |
| Pflug Koory, LLC | 0.06% | No change | 4,953 | $114K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | Reduce -6.4% | 4,802 | $110K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 4,797 | $110K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.0% | 4,402 | $101K |
| Johnson Financial Group, Inc. | 0.00% | No change | 4,369 | $100K |
| Caldwell Trust Co | 0.01% | No change | 4,229 | $97K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -64.8% | 3,974 | $91K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.9% | 3,861 | $89K |
| Redwood Park Advisors LLC | 0.06% | Add +0.2% | 3,647 | $84K |
| Retirement Wealth Solutions LLC | 0.06% | Add +10.9% | 3,543 | $81K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -4.9% | 3,331 | $76K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +17.2% | 3,313 | $76K |
| Pacifica Partners Inc. | 0.03% | Reduce -5.1% | 3,264 | $75K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +3.0% | 3,241 | $74K |
| FAS Wealth Partners, Inc. | 0.01% | Add +235.6% | 3,165 | $73K |
| Trust Co. of Toledo NA | 0.01% | New | 3,087 | $71K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -22.8% | 3,061 | $70K |
| First PREMIER Bank | 0.02% | Reduce -28.7% | 2,885 | $66K |
| Trust Co. of Vermont | 0.00% | Add +0.1% | 2,830 | $65K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 2,725 | $63K |
| REAP Financial Group, LLC | 0.01% | No change | 2,629 | $60K |
| Ancora Advisors LLC | 0.00% | Reduce -0.9% | 2,624 | $60K |
| Piscataqua Savings Bank | 0.05% | Reduce -25.7% | 2,607 | $60K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -38.1% | 2,602 | $60K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,424 | $56K |
| Financial Gravity Companies, Inc. | 0.01% | — | 2,342 | $54K |
| Global Wealth Strategies & Associates | 0.02% | No change | 2,295 | $53K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 2,264 | $52K |
| Arax Advisory Partners | 0.00% | Reduce -34.1% | 2,248 | $52K |
| TCTC Holdings, LLC | 0.00% | No change | 2,158 | $50K |
| Semmax Financial Advisors Inc. | 0.01% | Add +75.2% | 2,041 | $47K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,006 | $46K |
| Avion Wealth | 0.01% | No change | 2,038 | $46K |
| Montag A & Associates Inc. | 0.00% | No change | 1,991 | $46K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -13.8% | 1,964 | $45K |
| Whittier Trust Co. | 0.00% | No change | 1,918 | $44K |
| Decker Retirement Planning Inc. | 0.03% | No change | 1,881 | $43K |
| AllSquare Wealth Management LLC | 0.02% | No change | 1,815 | $42K |
| Kilter Group LLC | 0.02% | New | 1,806 | $41K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,775 | $41K |
| Blume Capital Management, Inc. | 0.01% | New | 1,754 | $40K |
| Bessemer Group Inc. | 0.00% | New | 1,723 | $40K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 1,709 | $39K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +424.7% | 1,679 | $39K |
| WealthCollab, LLC | 0.02% | No change | 1,678 | $39K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -3.1% | 1,553 | $36K |
| Ameriflex Group, Inc. | 0.02% | Reduce -16.0% | 1,527 | $35K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 1,453 | $33K |
| Your Advocates Ltd., LLP | 0.01% | Add +65.6% | 1,446 | $33K |
| Sunbelt Securities, Inc. | 0.00% | Add +181.6% | 1,380 | $32K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 1,391 | $31K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 1,340 | $31K |
| Towne Trust Company, N.A | 0.01% | No change | 1,118 | $26K |
| Robinswood Financial LLC | 0.01% | Add +241.4% | 1,096 | $25K |
| Sound Income Strategies, LLC | 0.00% | Add +40.6% | 1,070 | $25K |
| Choate Investment Advisors | 0.00% | New | 1,056 | $24K |
| Christopher J. Hasenberg, Inc | 0.01% | No change | 1,050 | $24K |
| Tsfg, LLC | 0.00% | No change | 1,044 | $24K |
| Investors Research Corp | 0.00% | No change | 1,037 | $24K |
| Canton Hathaway, LLC | 0.00% | No change | 1,000 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 989 | $23K |
| New Republic Capital, LLC | 0.01% | Add +0.9% | 976 | $22K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 965 | $22K |
| Colonial Trust Advisors | 0.00% | No change | 962 | $22K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -15.4% | 952 | $22K |
| Signaturefd, LLC | 0.00% | No change | 905 | $21K |
| Bfsg, LLC | 0.00% | Add +2937.9% | 881 | $20K |
| Capital A Wealth Management, LLC | 0.22% | Add +1398.3% | 854 | $20K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 824 | $19K |
| SouthState Bank Corp | 0.00% | Add +373.1% | 809 | $19K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 807 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -18.7% | 806 | $19K |
| BankPlus Trust Department | 0.01% | No change | 785 | $18K |
| Financial Connections Group, Inc. | 0.01% | Add +0.9% | 697 | $16K |
| Asset Dedication, LLC | 0.00% | Add +1770.3% | 692 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 692 | $16K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -88.0% | 682 | $16K |
| Beacon Capital Management, LLC | 0.00% | Add +3.4% | 667 | $15K |
| MTM Investment Management, LLC | 0.01% | Add +0.9% | 659 | $15K |
| Tidemark, LLC | 0.00% | Reduce -91.2% | 648 | $15K |
| Aventura Private Wealth, LLC | 0.01% | No change | 638 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -62.3% | 624 | $14K |
| Peoples Financial Services Corp. | 0.01% | No change | 619 | $14K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 590 | $14K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 575 | $13K |
| Larson Financial Group LLC | 0.00% | No change | 570 | $13K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 542 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +1.0% | 520 | $12K |
| Nordwand Advisors, LLC | 0.00% | New | 490 | $11K |
| Mascoma Wealth Management LLC | 0.00% | No change | 462 | $11K |
| Concord Wealth Partners | 0.00% | Reduce -63.6% | 450 | $10K |
| Park Place Capital Corp | 0.00% | No change | 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 |
| AlphaCore Capital LLC | 0.00% | Reduce -91.4% | 362 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -100.0% | 319 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +18.1% | 300 | $7K |
| WestEnd Advisors, LLC | 0.00% | Add +17.8% | 285 | $7K |
| Register Financial Advisors LLC | 0.00% | No change | 276 | $6K |
| Northwest Capital Management Inc | 0.00% | No change | 252 | $6K |
| Pineridge Advisors LLC | 0.00% | Add +0.9% | 232 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +8.0% | 230 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | — | 224 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -79.0% | 224 | $5K |
| Heritage Wealth Advisors | 0.00% | Add +1.1% | 179 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 169 | $4K |
| Archer Investment Corp | 0.00% | Reduce -84.1% | 148 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 147 | $3K |
| Creekmur Asset Management LLC | 0.00% | New | 146 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -38.6% | 145 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 113 | $3K |
| LRI Investments, LLC | 0.00% | No change | 122 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 113 | $3K |
| North Capital, Inc. | 0.00% | Add +0.9% | 106 | $2K |
| Integrity Financial Corp | 0.00% | No change | 102 | $2K |
| Howe & Rusling Inc. | 0.00% | No change | 101 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $2K |
| Motco | 0.00% | Reduce -97.1% | 85 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 76 | $2K |
| Eastern Bank | 0.00% | No change | 67 | $2K |
| Eukles Asset Management | 0.00% | No change | 57 | $1K |
| Cardiff Park Advisors, LLC | 0.00% | New | 55 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 54 | $1K |
| Phillips Financial Management, LLC | 0.00% | New | 53 | $1K |
| Kiker Wealth Management, LLC | 0.00% | No change | 49 | $1K |
| Alerus Financial NA | 0.00% | New | 42 | $965 |
| Tortoise Investment Management, LLC | 0.00% | No change | 42 | $965 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 40 | $919 |
| Raleigh Capital Management Inc. | 0.00% | Add +5.6% | 38 | $881 |
| IAG Wealth Partners, LLC | 0.00% | New | 25 | $575 |
| Park Square Financial Group, LLC | 0.00% | No change | 24 | $552 |
| Inlight Wealth Management, LLC | 0.00% | No change | 15 | $345 |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 6 | $138 |
| Center for Financial Planning, Inc. | 0.00% | New | 5 | $115 |
| Realta Investment Advisors | 0.00% | No change | 3 | $69 |
| NewSquare Capital LLC | 0.00% | New | 1 | $33 |
"% 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.