iShares 7-10 Year Treasury BIEFETF
13F holders, Q2 2025 (June 30)1,013holders +30
111new positions
84sold out
6famous investors
$95.68avg. 13F price*
At the end of Q2 2025, 1,013 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 30 from Q1 2025. 111 opened new positions and 84 sold out. The largest holders were Fisher Asset Management ($5.5B), FMR LLC ($2.7B) and JPMorgan Chase & Co. ($2.6B). 6 famous investors held it, including Ken Fisher (2.2% of Fisher Asset Management's portfolio), George Soros (1.3% of Soros Fund Management's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).
- Company
- iShares 7-10 Year Treasury B
- CUSIP
- 464287440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $551.0M |
| Exits | 84 | $305.4M |
All 13F filers, Q1 2025 → Q2 2025: 23,791,769 shares bought and 23,094,588 shares sold, net +697,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,013 holders
| Fisher Asset Management | 2.19% | Add +4.9% | 57,650,891 | $5.5B |
| FMR LLC | 0.15% | Add +6.4% | 28,593,467 | $2.7B |
| JPMorgan Chase & Co. | 0.18% | Reduce -2.8% | 27,278,744 | $2.6B |
| Morgan Stanley | 0.08% | Add +12.8% | 12,521,595 | $1.2B |
| Envestnet Asset Management Inc. | 0.35% | Add +0.4% | 12,444,874 | $1.2B |
| Ameriprise Financial Inc. | 0.27% | Add +3.9% | 11,659,314 | $1.1B |
| Captrust Financial Advisors | 2.14% | Add +5.2% | 9,991,736 | $956.9M |
| Bank of America Corp. | 0.07% | Add +6.1% | 9,028,540 | $864.7M |
| PNC Financial Services Group, Inc. | 0.53% | Reduce -7.4% | 8,602,910 | $823.9M |
| Bank of Montreal | 0.36% | Add +2.6% | 7,334,706 | $702.4M |
| Raymond James Financial Inc. | 0.19% | Reduce -27.6% | 5,884,673 | $563.6M |
| Blue Trust, Inc. | 6.32% | Add +6.2% | 5,592,724 | $535.6M |
| LPL Financial LLC | 0.14% | Add +2.8% | 4,497,152 | $430.7M |
| Northwestern Mutual Wealth Management Co. | 0.30% | Reduce -8.1% | 4,243,477 | $406.4M |
| UBS Group AG | 0.08% | Add +10.6% | 4,211,866 | $403.4M |
| Wells Fargo & Company | 0.07% | Reduce -6.2% | 3,105,250 | $297.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.88% | Add +2.9% | 3,092,654 | $296.2M |
| Baird Financial Group, Inc. | 0.44% | Add +4.1% | 2,634,983 | $252.4M |
| Cerity Partners OCIO LLC | 13.69% | Reduce -10.3% | 2,577,769 | $246.9M |
| BlackRock, Inc. | 0.00% | Add +38.4% | 2,143,883 | $205.3M |
| Mariner, LLC | 0.29% | Reduce -10.6% | 2,120,179 | $203.0M |
| Alliancebernstein L.P. | 0.06% | Reduce -0.5% | 1,969,452 | $188.6M |
| Coldstream Capital Management Inc. | 3.03% | Reduce -1.2% | 1,933,956 | $185.2M |
| Mutual Advisors, LLC | 4.58% | Add +11.3% | 1,933,490 | $183.2M |
| Wealthcare Capital Management LLC | 17.95% | Reduce -10.8% | 1,773,268 | $169.8M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -46.4% | 1,757,600 | $168.3M |
| Peavine Capital, LLC | 37.68% | New | 1,679,411 | $160.8M |
| Truist Financial Corp. | 0.23% | Add +37.7% | 1,662,888 | $159.3M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +0.8% | 1,620,106 | $153.5M |
| Harvest Portfolios Group Inc. | 3.48% | Add +8.4% | 1,563,900 | $149.8M |
| NorthCoast Asset Management LLC | 0.53% | Reduce -6.2% | 1,285,818 | $123.1M |
| Members Trust Co | 4.12% | Reduce -24.2% | 1,248,991 | $119.6M |
| Stifel Financial Corp. | 0.10% | Add +3.6% | 1,097,095 | $105.1M |
| Janney Montgomery Scott LLC | 0.25% | Reduce -8.4% | 991,087 | $94.9M |
| Assetmark, Inc. | 0.22% | Add +79.7% | 969,956 | $92.9M |
| Nationwide Fund Advisors | 5.15% | Reduce -25.2% | 960,516 | $92.0M |
| Susquehanna International Group, LLP | 0.14% | Reduce -47.1% | 959,523 | $91.9M |
| Victory Capital Management Inc. | 0.06% | Reduce -1.9% | 929,276 | $89.0M |
| Cerity Partners LLC | 0.16% | Reduce -9.0% | 915,207 | $87.6M |
| Barclays PLC | 0.03% | Add +223.4% | 902,038 | $86.4M |
| Ally Invest Advisors Inc. | 6.70% | Add +1.5% | 897,827 | $86.0M |
| Cetera Investment Advisers | 0.14% | Reduce -4.9% | 852,233 | $81.6M |
| Avalon Advisory Group | 33.84% | Add +4.3% | 822,589 | $78.8M |
| Sumitomo Mitsui Financial Group, Inc. | 1.27% | Add +1.9% | 814,133 | $78.0M |
| Raub Brock Capital Management LP | 16.46% | Add +58.3% | 788,742 | $75.5M |
| Citigroup Inc. | 0.05% | Add +30.4% | 764,327 | $73.2M |
| Royal Bank of Canada | 0.01% | Reduce -44.5% | 747,259 | $71.6M |
| Juniper Hill Capital Management LP | 17.37% | No change | 744,199 | $71.3M |
| Clarity Financial LLC | 7.50% | Add +0.4% | 727,656 | $69.7M |
| Sona Asset Management (us) LLC | 5.27% | Reduce -14.7% | 725,000 | $69.4M |
| 3EDGE Asset Management, LP | 4.32% | Reduce -1.2% | 724,722 | $69.4M |
| Meeder Asset Management Inc. | 4.04% | New | 687,194 | $65.8M |
| WestEnd Advisors, LLC | 1.57% | Reduce -10.7% | 659,636 | $63.2M |
| Barings LLC | 1.47% | Add +2.1% | 642,944 | $61.6M |
| Wealthcare Advisory Partners LLC | 1.39% | Add +2.9% | 636,093 | $60.9M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +5080.3% | 629,048 | $60.2M |
| GenTrust, LLC | 2.69% | Reduce -11.9% | 595,000 | $57.0M |
| Matauro, LLC | 10.66% | Add +7.6% | 592,770 | $56.8M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -13.1% | 570,408 | $54.6M |
| Tanglewood Wealth Management, Inc. | 5.34% | Add +1.2% | 565,204 | $54.1M |
| Summit Financial Consulting LLC | 47.73% | Add +9052.5% | 554,550 | $53.1M |
| Arkos Global Advisors | 7.27% | Add +86.4% | 546,785 | $52.4M |
| MML Investors Services, LLC | 0.14% | Add +89.1% | 523,311 | $50.1M |
| Garde Capital, Inc. | 2.64% | Reduce -1.9% | 515,209 | $49.3M |
| Advisors Preferred, LLC | 8.13% | Add +22.5% | 517,005 | $49.3M |
| Soros Fund Management | 1.28% | New | 500,000 | $47.9M |
| MAI Capital Management | 0.32% | Add +1.3% | 476,652 | $45.6M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +11.1% | 474,523 | $45.4M |
| Bogart Wealth, LLC | 1.94% | Add +2.9% | 473,594 | $45.4M |
| Moore Capital Management, LP | 0.96% | Add +177.1% | 467,790 | $44.8M |
| Cobblestone Capital Advisors LLC | 2.27% | Add +0.2% | 463,937 | $44.4M |
| CI Investments Inc. | 0.16% | New | 454,348 | $43.5M |
| Patton Fund Management, Inc. | 9.31% | Reduce -0.1% | 443,636 | $42.5M |
| Prime Capital Investment Advisors, LLC | 0.56% | Add +42.4% | 443,464 | $42.5M |
| Twele Capital Management, Inc. | 8.29% | Add +4.4% | 436,409 | $41.8M |
| Rafferty Asset Management, LLC | 0.14% | Reduce -2.0% | 435,093 | $41.7M |
| Greenwood Gearhart LLC | 2.51% | Reduce -9.9% | 419,851 | $40.2M |
| Banco Santander, S.A. | 0.38% | Add +52.9% | 416,353 | $39.9M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -26.9% | 413,210 | $39.6M |
| Osaic Holdings, Inc. | 0.07% | Add +17.6% | 402,242 | $38.5M |
| LifeGuide Financial Advisors, LLC | 14.21% | Add +2.9% | 401,998 | $38.5M |
| HighTower Advisors, LLC | 0.05% | Add +4.6% | 401,025 | $38.4M |
| AIA Group Ltd | 0.83% | Reduce -33.4% | 400,165 | $38.3M |
| Partners Capital Investment Group, LLP | 1.53% | Reduce -58.2% | 396,173 | $37.9M |
| Ironwood Wealth Management, LLC. | 13.75% | Reduce -20.9% | 393,200 | $37.7M |
| Sompo Asset Management Co., Ltd. | 6.51% | Add +2.9% | 391,358 | $37.5M |
| GenWealth Group, Inc. | 7.50% | Add +1.9% | 388,469 | $37.2M |
| Beacon Wealthcare LLC | 13.88% | Reduce -0.7% | 384,364 | $36.8M |
| Leo Wealth, LLC | 2.81% | Add +162.1% | 377,239 | $36.2M |
| Jane Street Group, LLC | 0.06% | Reduce -16.3% | 369,847 | $35.4M |
| Community Financial Services Group, LLC | 6.61% | Add +3.2% | 346,747 | $33.2M |
| Focus Financial Network, Inc. | 1.27% | Add +6.7% | 335,791 | $32.2M |
| Willis Johnson & Associates, Inc. | 2.18% | Add +3.5% | 334,137 | $32.0M |
| SG Americas Securities, LLC | 0.14% | Add +69.1% | 331,839 | $31.8M |
| 1607 Capital Partners, LLC | 2.57% | Reduce -10.6% | 331,161 | $31.7M |
| Prudent Investors Network, Inc. | 8.43% | Add +2.2% | 326,226 | $31.2M |
| Parkside Advisors LLC | 6.82% | Add +0.9% | 324,216 | $31.1M |
| Blue Edge Capital, LLC | 4.58% | Reduce -2.8% | 321,519 | $30.8M |
| Karpus Management, Inc. | 0.97% | Reduce -25.1% | 313,969 | $30.1M |
| Cambridge Associates LLC /Ma/ | 0.66% | Add +62.4% | 312,963 | $30.0M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +10.1% | 309,979 | $29.7M |
| First Financial Bank - Trust Division | 2.60% | Add +3.4% | 309,395 | $29.6M |
| BNP Paribas Financial Markets | 0.02% | Add +31.1% | 306,361 | $29.3M |
| Sachem Hill LLC | 5.82% | Reduce -9.9% | 298,071 | $28.5M |
| Wealth Management Resources, Inc. | 9.55% | Add +1.6% | 292,166 | $28.0M |
| Gunma Bank,Ltd. | 9.07% | No change | 290,000 | $27.8M |
| AlphaQuest LLC | 2.71% | New | 288,165 | $27.6M |
| Creative Planning | 0.02% | Reduce -2.5% | 287,839 | $27.6M |
| Tudor Investment Corporation | 0.21% | Add +97.1% | 283,144 | $27.1M |
| West Paces Advisors Inc. | 5.42% | Add +2.4% | 265,757 | $25.5M |
| Brown Advisory Inc. | 0.03% | Add +0.9% | 260,213 | $24.9M |
| Virtue Capital Management, LLC | 4.55% | Reduce -43.3% | 258,300 | $24.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +18.2% | 248,730 | $23.8M |
| Randolph Co Inc | 2.42% | New | 246,012 | $23.6M |
| Act Two Investors LLC | 4.75% | Add +28.6% | 242,759 | $23.2M |
| AmeriServ Wealth Advisors | 11.20% | Add +5.8% | 236,506 | $22.7M |
| Anchor Capital Advisors LLC | 0.65% | Add +42.2% | 232,104 | $22.2M |
| FORM Wealth Advisors, LLC | 2.65% | Add +8.9% | 228,349 | $21.9M |
| NewEdge Advisors, LLC | 0.11% | Add +23.3% | 223,771 | $21.4M |
| United Capital Management of KS, Inc. | 3.35% | New | 223,447 | $21.4M |
| US Bancorp \de | 0.03% | Add +19.1% | 222,969 | $21.4M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +7.7% | 221,919 | $21.3M |
| Trustmark Bank Trust Department | 1.46% | Reduce -0.8% | 220,392 | $21.1M |
| Avantax Advisory Services, Inc. | 0.12% | Add +40.5% | 218,586 | $20.9M |
| Kingsview Wealth Management, LLC | 0.35% | Reduce -5.2% | 218,069 | $20.9M |
| Greenleaf Trust | 0.18% | Add +2.6% | 211,394 | $20.2M |
| Bulltick Wealth Management, LLC | 4.92% | Add +19.5% | 208,020 | $19.9M |
| Financial & Tax Architects, LLC | 4.74% | Add +5.4% | 203,679 | $19.5M |
| Keel Point, LLC | 1.27% | Add +68.0% | 200,764 | $19.2M |
| Mirabaud & Cie SA | 6.02% | Reduce -0.7% | 197,426 | $18.9M |
| Armstrong Advisory Group, Inc. | 1.42% | Reduce -82.9% | 195,471 | $18.7M |
| Cresset Asset Management, LLC | 0.09% | Reduce -6.0% | 194,552 | $18.6M |
| Summit Asset Management, LLC | 2.99% | Add +1.8% | 191,791 | $18.4M |
| First Trust Advisors LP | 0.01% | Reduce -1.4% | 188,147 | $18.0M |
| OneDigital Investment Advisors LLC | 0.20% | Add +156.8% | 185,125 | $17.7M |
| Portland Global Advisors LLC | 2.06% | Reduce -4.2% | 182,558 | $17.5M |
| Retirement Financial Solutions, LLC | 6.14% | Reduce -0.5% | 181,990 | $17.4M |
| Jump Financial, LLC | 0.22% | Add +159.8% | 177,979 | $17.0M |
| Benningfield Financial Advisors, LLC | 14.56% | Add +1.6% | 176,107 | $16.9M |
| U.S. Capital Wealth Advisors, LLC | 0.48% | Reduce -0.3% | 173,146 | $16.6M |
| Foundations Investment Advisors, LLC | 0.26% | Add +112.0% | 172,273 | $16.5M |
| National Bank of Canada | 0.02% | Add +559.3% | 172,933 | $16.4M |
| Quaker Wealth Management, LLC | 5.47% | — | 170,571 | $16.3M |
| Madison Asset Management, LLC | 0.18% | Reduce -2.6% | 169,521 | $16.2M |
| Integrated Wealth Concepts LLC | 0.16% | Add +48.0% | 169,488 | $16.2M |
| Joule Financial, LLC | 5.27% | Add +0.7% | 169,407 | $16.2M |
| Modern Wealth Management, LLC | 0.40% | Add +112.7% | 167,765 | $16.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 167,129 | $16.0M |
| Flputnam Investment Management Co. | 0.27% | Reduce -34.6% | 166,856 | $16.0M |
| Mizuho Markets Americas LLC | 0.53% | Reduce -51.8% | 166,279 | $15.9M |
| Arete Wealth Advisors, LLC | 1.08% | Reduce -24.9% | 159,456 | $15.3M |
| Haverford Trust Co | 0.14% | Add +2.0% | 156,558 | $15.0M |
| Atlas Private Wealth Advisors | 1.93% | Reduce -10.6% | 156,462 | $15.0M |
| Tiaa Trust, National Association | 0.04% | Reduce -28.8% | 155,872 | $14.9M |
| Wolverine Trading, LLC | 0.38% | Add +679.3% | 156,167 | $14.9M |
| First Foundation Advisors | 0.55% | Reduce -2.0% | 154,794 | $14.8M |
| Oliver Lagore Vanvalin Investment Group | 5.81% | — | 155,321 | $14.8M |
| Great Valley Advisor Group, Inc. | 0.33% | Add +106.8% | 154,199 | $14.8M |
| Focus Partners Wealth | 0.03% | Reduce -18.3% | 151,933 | $14.6M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +203.6% | 150,703 | $14.4M |
| Strategic Point Investment Advisors, LLC | 2.21% | Add +0.9% | 149,766 | $14.3M |
| Ritholtz Wealth Management | 0.31% | Add +2.4% | 148,110 | $14.2M |
| TD Waterhouse Canada Inc. | 0.10% | Reduce -33.2% | 148,901 | $14.2M |
| Kensington Asset Management, LLC | 1.06% | Add +94.2% | 146,875 | $14.1M |
| Sound Financial Strategies Group, LLC | 11.75% | Add +36.7% | 145,123 | $13.9M |
| Fifth Third Bancorp | 0.05% | Add +2.9% | 145,013 | $13.9M |
| Kaydan Wealth Management, Inc. | 4.49% | Reduce -49.3% | 143,050 | $13.7M |
| Titleist Asset Management, LLC | 1.36% | Add +200.4% | 142,930 | $13.7M |
| Quinn Opportunity Partners LLC | 1.15% | New | 140,000 | $13.4M |
| TPG Financial Advisors, LLC | 5.35% | Reduce -4.3% | 139,640 | $13.4M |
| William Howard & Co Financial Advisors Inc | 11.53% | Reduce -0.1% | 137,992 | $13.2M |
| Middleton & Co. Inc. | 1.45% | Reduce -2.0% | 134,689 | $12.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.22% | Reduce -14.5% | 134,274 | $12.9M |
| Pacific Wealth Management | 6.34% | New | 134,178 | $12.9M |
| Cibc World Market Inc. | 0.03% | Reduce -13.6% | 133,788 | $12.8M |
| Prospera Financial Services Inc | 0.24% | Reduce -14.8% | 132,688 | $12.7M |
| TD Private Client Wealth LLC | 0.31% | Reduce -0.8% | 130,802 | $12.5M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +7.1% | 129,738 | $12.4M |
| Heck Capital Advisors, LLC | 1.07% | Add +2.8% | 129,694 | $12.4M |
| Money Concepts Capital Corp. | 0.81% | Reduce -4.0% | 126,202 | $12.1M |
| HSBC Holdings PLC | 0.01% | Add +17.5% | 125,563 | $12.0M |
| Citadel Advisors | 0.01% | Reduce -70.3% | 124,150 | $11.9M |
| Cadence Wealth Management LLC | 7.77% | Add +3.0% | 122,712 | $11.8M |
| Independence Financial Advisors, LLC | 4.49% | Reduce -21.2% | 120,669 | $11.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.69% | Reduce -81.6% | 119,650 | $11.5M |
| Paragon Capital Management Inc. | 8.66% | Add +0.2% | 118,497 | $11.3M |
| Waverly Advisors, LLC | 0.12% | Add +3.9% | 118,258 | $11.3M |
| Little House Capital LLC | 2.84% | Add +5.5% | 118,204 | $11.3M |
| Cwm, LLC | 0.04% | Add +4.1% | 117,482 | $11.3M |
| DSG Capital Advisors, LLC | 1.97% | Add +2.7% | 115,951 | $11.1M |
| Sollinda Capital Management LLC | 2.89% | Reduce -53.5% | 115,942 | $11.1M |
| Pinnacle Associates Ltd. | 0.16% | Add +4.0% | 114,722 | $11.0M |
| Werba Rubin Papier Wealth Management | 2.06% | Add +18.9% | 114,634 | $11.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -39.3% | 112,241 | $10.7M |
| Hudock, Inc. | 1.72% | Reduce -1.0% | 111,640 | $10.7M |
| Sicart Associates LLC | 3.72% | Reduce -6.5% | 110,951 | $10.6M |
| Net Worth Advisory Group | 2.35% | Add +2.2% | 110,498 | $10.6M |
| Summit Financial, LLC | 0.24% | Reduce -31.1% | 109,823 | $10.5M |
| SkyOak Wealth, LLC | 2.11% | Add +4.7% | 109,592 | $10.5M |
| High Note Wealth, LLC | 2.33% | Reduce -0.4% | 106,358 | $10.2M |
| Pallas Capital Advisors LLC | 0.38% | Reduce -12.0% | 104,443 | $10.0M |
| Lincoln Capital Corp. | 3.82% | Add +1.4% | 103,742 | $9.9M |
| Spire Wealth Management | 0.36% | Reduce -10.4% | 104,070 | $9.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.09% | Reduce -6.0% | 103,537 | $9.9M |
| Scotia Capital Inc. | 0.05% | Reduce -9.7% | 102,444 | $9.8M |
| Meridian Management Co. | 2.65% | Add +32.7% | 101,972 | $9.7M |
| Transamerica Financial Advisors, LLC | 0.90% | Add +26.5% | 100,204 | $9.6M |
| Millennium Management | 0.01% | Add +152.5% | 98,482 | $9.4M |
| Bank of Nova Scotia | 0.02% | Reduce -25.0% | 97,500 | $9.3M |
| Park Avenue Securities LLC | 0.09% | New | 97,097 | $9.3M |
| Janney Capital Management LLC | 0.60% | Reduce -1.9% | 97,057 | $9.3M |
| Stableford Capital II LLC | 3.48% | Reduce -1.4% | 97,629 | $9.2M |
| Citizens Financial Group Inc. | 0.15% | Add +13.0% | 96,297 | $9.2M |
| Jessup Wealth Management, Inc | 3.66% | Reduce -4.1% | 95,184 | $9.1M |
| Brookstone Capital Management | 0.12% | Reduce -45.9% | 94,981 | $9.1M |
| Summit Wealth Partners, LLC | 1.72% | Reduce -8.9% | 94,432 | $9.0M |
| Graybill Wealth Management, LTD. | 2.92% | Reduce -0.7% | 93,411 | $8.9M |
| United Capital Financial Advisors, LLC | 0.07% | Add +124.2% | 93,382 | $8.9M |
| Horizon Investments, LLC | 0.14% | Add +22.2% | 92,665 | $8.8M |
| Advisory Services Network, LLC | 0.14% | Add +76.8% | 92,702 | $8.8M |
| Atria Investments, Inc | 0.10% | Reduce -5.8% | 91,761 | $8.8M |
| Dimension Capital Management LLC | 1.37% | No change | 91,341 | $8.7M |
| Common Fund for Nonprofit Organizations | 0.88% | New | 89,414 | $8.6M |
| Greenwood Capital Associates LLC | 1.05% | Add +1.5% | 88,552 | $8.5M |
| Premier Path Wealth Partners, LLC | 1.18% | Reduce -0.3% | 88,529 | $8.5M |
| One Day In July LLC | 0.77% | Reduce -5.5% | 88,213 | $8.4M |
| Chicago Partners Investment Group LLC | 0.24% | Add +1.9% | 89,205 | $8.4M |
| Atria Wealth Solutions, Inc. | 0.19% | Reduce -24.8% | 88,026 | $8.4M |
| Jones Financial Companies LLLP | 0.01% | Add +43.4% | 88,082 | $8.4M |
| IFG Advisory, LLC | 0.42% | Add +10.9% | 87,309 | $8.4M |
| MTC Wealth Management LLC | 4.00% | Reduce -3.2% | 86,965 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -0.4% | 85,066 | $8.1M |
| Global Retirement Partners, LLC | 0.20% | — | 82,773 | $7.9M |
| Verition Fund Management LLC | 0.05% | Add +124.9% | 82,331 | $7.9M |
| Systelligence, LLC | 1.46% | Add +77.7% | 82,285 | $7.9M |
| Ameraudi Asset Management, Inc. | 4.10% | Add +5.0% | 81,709 | $7.8M |
| Fsa Wealth Partners, Inc. | 3.71% | New | 80,223 | $7.7M |
| Leuthold Group, LLC | 0.92% | Add +16.0% | 80,222 | $7.7M |
| Ssi Investment Management LLC | 3.08% | Reduce -41.4% | 79,767 | $7.6M |
| Bison Wealth, LLC | 0.60% | Reduce -38.1% | 80,118 | $7.6M |
| Comerica Bank | 0.03% | Reduce -1.4% | 78,779 | $7.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +174.9% | 78,202 | $7.5M |
| Bond & Devick Financial Network, Inc. | 2.47% | Add +1.9% | 77,683 | $7.4M |
| Rothschild Wealth LLC | 1.82% | Add +4.0% | 77,452 | $7.4M |
| U S Wealth Group, Llc. | 5.77% | Reduce -8.7% | 77,340 | $7.4M |
| Exchange Traded Concepts, LLC | 0.09% | New | 75,987 | $7.3M |
| Betterment LLC | 0.02% | Add +1.4% | 74,802 | $7.2M |
| Syntax Research, Inc. | 5.08% | Add +19.3% | 74,674 | $7.2M |
| Pinnacle Financial Partners Inc | 0.15% | Reduce -42.8% | 74,288 | $7.1M |
| Corient Private Wealth LP | 0.01% | Reduce -50.5% | 72,854 | $7.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.57% | Add +5.9% | 71,809 | $6.9M |
| Prudential PLC | 0.04% | Reduce -56.5% | 71,140 | $6.8M |
| Compass Financial Group, Inc. | 3.40% | Reduce -0.5% | 70,900 | $6.8M |
| Capital Advisors Wealth Management, LLC | 1.05% | Add +2399.6% | 69,514 | $6.7M |
| Anfield Capital Management, LLC | 2.20% | Reduce -1.0% | 69,302 | $6.6M |
| Waterloo Capital, L.P. | 0.53% | Add +6.8% | 68,729 | $6.6M |
| BCM Advisors, LLC | 1.39% | Add +17.7% | 68,795 | $6.5M |
| Bessemer Group Inc. | 0.01% | No change | 68,269 | $6.5M |
| Litman Gregory Wealth Management LLC | 0.51% | Add +0.3% | 68,070 | $6.5M |
| Diversify Advisory Services, LLC | 0.25% | Add +744.2% | 67,753 | $6.5M |
| Country Club Bank | 0.39% | Add +7.0% | 64,603 | $6.2M |
| RPg Family Wealth Advisory, LLC | 1.63% | Reduce -2.3% | 64,162 | $6.1M |
| HM Payson & Co. | 0.10% | Add +50.9% | 63,890 | $6.1M |
| IFP Advisors, Inc | 0.17% | Add +30.2% | 63,718 | $6.1M |
| AMG National Trust Bank | 0.16% | Add +0.5% | 63,669 | $6.1M |
| Principal Securities, Inc. | 0.11% | Add +17.4% | 63,488 | $6.1M |
| Allianz Asset Management GmbH | 0.01% | Add +1285.0% | 62,960 | $6.0M |
| Legacy PCG, LLC | 3.82% | Add +9.0% | 62,239 | $6.0M |
| IHT Wealth Management, LLC | 0.16% | Reduce -2.1% | 62,194 | $6.0M |
| Capital Insight Partners, LLC | 1.03% | New | 61,908 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.5% | 61,729 | $5.9M |
| Black Maple Capital Management LP | 4.03% | No change | 60,850 | $5.8M |
| Trilogy Capital Inc. | 0.28% | Add +1996.7% | 60,719 | $5.8M |
| Altman Advisors, Inc. | 2.30% | Add +4.0% | 59,100 | $5.6M |
| White Pine Investment CO | 1.40% | Add +6.5% | 58,557 | $5.6M |
| Navellier & Associates Inc. | 0.69% | Reduce -15.4% | 58,446 | $5.6M |
| IPG Investment Advisors LLC | 1.09% | Reduce -54.4% | 58,441 | $5.6M |
| SPC Financial, Inc. | 0.46% | Add +4.0% | 57,891 | $5.5M |
| Compound Planning, Inc. | 0.21% | Add +9.0% | 57,864 | $5.5M |
| James Investment Research, Inc. | 0.66% | Reduce -0.2% | 57,608 | $5.5M |
| Summit Global Investments | 0.33% | Add +1.8% | 57,543 | $5.5M |
| Tru Independence Asset Management 2, LLC | 3.72% | Add +5.9% | 56,742 | $5.4M |
| Professional Financial Advisors, LLC | 1.26% | New | 56,573 | $5.4M |
| Leavell Investment Management, Inc. | 0.24% | Reduce -5.3% | 56,469 | $5.4M |
| Muirfield Wealth Advisors LLC | 4.29% | New | 56,243 | $5.4M |
| Evergreen Capital Management LLC | 0.16% | Add +6.9% | 56,065 | $5.4M |
| GAM Holding AG | 0.38% | New | 56,000 | $5.4M |
| Goodman Advisory Group, LLC | 1.82% | New | 55,833 | $5.3M |
| First Interstate Bank | 0.31% | New | 55,004 | $5.3M |
| Crabel Capital Management, LLC | 3.22% | Add +38.9% | 54,858 | $5.3M |
| Alliance Wealth Advisors, LLC | 1.25% | Add +5.5% | 53,952 | $5.2M |
| 1832 Asset Management L.P. | 0.01% | Add +1.0% | 52,845 | $5.1M |
| Aspire Capital Advisors LLC | 1.40% | Add +3.0% | 52,788 | $5.1M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -12.4% | 52,638 | $5.0M |
| Values First Advisors, Inc. | 2.71% | Reduce -1.6% | 51,944 | $5.0M |
| DAVENPORT & Co LLC | 0.03% | Reduce -2.3% | 51,616 | $4.9M |
| Integrated Advisors Network LLC | 0.22% | Add +51.5% | 51,576 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -83.7% | 50,542 | $4.8M |
| Ssa Swiss Advisors AG | 2.32% | Add +32.0% | 50,844 | $4.8M |
| SFG Wealth Management, LLC. | 2.91% | Reduce -18.1% | 50,281 | $4.8M |
| Beirne Wealth Consulting Services, LLC | 1.54% | Reduce -38.6% | 49,723 | $4.8M |
| Mount Lucas Management LP | 2.26% | Reduce -30.8% | 49,686 | $4.8M |
| Simplicity Wealth,LLC | 0.20% | Add +63.7% | 49,653 | $4.8M |
| Lifeworks Advisors, LLC | 0.70% | Reduce -49.5% | 49,329 | $4.7M |
| Financial Advocates Investment Management | 0.38% | Reduce -41.3% | 48,034 | $4.7M |
| Independent Financial Group, LLC | 0.13% | Add +236.1% | 47,692 | $4.6M |
| Ballew Advisors, Inc | 2.71% | Add +24.8% | 48,145 | $4.6M |
| Geneos Wealth Management Inc. | 0.11% | Add +18.2% | 47,449 | $4.5M |
| Transce3nd, LLC | 1.91% | Add +3.6% | 47,128 | $4.5M |
| Commerce Bank | 0.03% | Add +4.6% | 46,787 | $4.5M |
| MY Wealth Management Inc. | 4.27% | Reduce -67.4% | 46,552 | $4.5M |
| Riggs Asset Managment Co. Inc. | 1.09% | Reduce -10.6% | 46,346 | $4.4M |
| Daymark Wealth Partners, LLC | 0.17% | Add +10.8% | 45,660 | $4.4M |
| Blue Capital, Inc. | 3.08% | — | 45,319 | $4.3M |
| One Degree Advisors Inc | 1.53% | Reduce -10.4% | 44,801 | $4.3M |
| Semmax Financial Advisors Inc. | 1.09% | Add +1.9% | 44,343 | $4.2M |
| Modera Wealth Management, LLC | 0.05% | New | 43,931 | $4.2M |
| FreeGulliver LLC | 1.92% | Reduce -0.2% | 43,545 | $4.2M |
| DDD Partners, LLC | 0.44% | Reduce -2.6% | 43,067 | $4.1M |
| Rossby Financial, LCC | 1.54% | Add +3.9% | 42,890 | $4.1M |
| Nvwm, LLC | 0.99% | Reduce -63.4% | 42,735 | $4.1M |
| Tennessee Valley Asset Management Partners | 1.04% | Reduce -34.5% | 42,700 | $4.1M |
| HRT Financial LP | 0.02% | New | 42,546 | $4.1M |
| Mgo One Seven LLC | 0.13% | Reduce -3.1% | 42,484 | $4.1M |
| Sage Advisory Services, Ltd.Co. | 2.21% | Add +7.5% | 42,318 | $4.1M |
| Capital Analysts, LLC | 0.13% | Add +10.6% | 42,111 | $4.0M |
| Stephens Inc. | 0.06% | Add +7.7% | 41,845 | $4.0M |
| Circle Wealth Management, LLC | 0.09% | No change | 41,174 | $3.9M |
| Portside Wealth Group, LLC | 0.58% | Add +3.4% | 41,039 | $3.9M |
| Meridian Wealth Management, LLC | 0.17% | Reduce -5.3% | 40,487 | $3.9M |
| Berkshire Asset Management LLC | 0.17% | Reduce -2.7% | 39,896 | $3.8M |
| Fca Corp. | 1.13% | Reduce -13.4% | 39,499 | $3.8M |
| JT Stratford LLC | 0.57% | Add +7.2% | 39,345 | $3.8M |
| Signet Financial Management, LLC | 0.47% | Add +9.5% | 39,088 | $3.7M |
| Turim 21 Investimentos Ltda. | 0.73% | Add +5.8% | 38,905 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -16.9% | 38,143 | $3.7M |
| Christensen, King & Associates Investment Services, Inc. | 1.67% | Reduce -1.4% | 38,050 | $3.6M |
| Canal Capital Management, LLC | 0.57% | Add +5.9% | 37,989 | $3.6M |
| Stablepoint Partners, LLC | 0.62% | Add +7.5% | 37,974 | $3.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.13% | Add +10.7% | 37,842 | $3.6M |
| Warner Financial, Inc. | 1.49% | Add +12.5% | 37,767 | $3.6M |
| Sovran Advisors, LLC | 0.38% | Add +23.8% | 38,296 | $3.6M |
| Eastern Bank | 0.07% | Reduce -42.7% | 37,396 | $3.6M |
| Promethium Advisors,llc | 2.17% | New | 37,350 | $3.6M |
| Miller Financial Services LLC | 4.53% | Add +19.5% | 37,145 | $3.6M |
| Wealthcare Capital Partners, LLC | 1.79% | Add +0.0% | 37,077 | $3.6M |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 36,733 | $3.5M |
| Lighthouse Investment Partners, LLC | 0.15% | Add +64.0% | 36,666 | $3.5M |
| Coastal Bridge Advisors, LLC | 0.29% | New | 36,401 | $3.5M |
| Forte Asset Management LLC | 1.77% | Reduce -8.7% | 36,309 | $3.5M |
| Keybank National Association | 0.01% | Add +0.8% | 36,219 | $3.5M |
| Retirement Capital Strategies | 1.35% | New | 35,619 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -76.3% | 34,922 | $3.3M |
| CPR Investments Inc. | 2.58% | Add +61.3% | 34,649 | $3.3M |
| First National Bank of Omaha | 0.21% | Add +1.4% | 34,584 | $3.3M |
| Israel Discount Bank of New York | 12.52% | Add +2.9% | 34,441 | $3.3M |
| First Manhattan Co. Llc. | 0.01% | New | 34,299 | $3.3M |
| 1620 Investment Advisors, Inc. | 2.35% | Add +3.8% | 33,879 | $3.2M |
| Central Pacific Bank - Trust Division | 0.43% | Reduce -45.8% | 33,785 | $3.2M |
| Arvest Investments, Inc. | 0.49% | Reduce -0.6% | 33,747 | $3.2M |
| Synovus Financial Corp. | 0.04% | Reduce -11.8% | 33,713 | $3.2M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -11.0% | 33,605 | $3.2M |
| Greatmark Investment Partners, Inc. | 0.40% | Reduce -1.8% | 33,536 | $3.2M |
| Man Group plc | 0.01% | Add +214.6% | 33,424 | $3.2M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -17.3% | 33,111 | $3.2M |
| Insight Wealth Strategies, LLC | 0.40% | Reduce -87.4% | 33,065 | $3.2M |
| World Investment Advisors | 0.07% | Reduce -77.4% | 32,688 | $3.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +9.2% | 32,553 | $3.1M |
| Integras Partners LLC | 3.33% | Reduce -1.0% | 32,404 | $3.1M |
| Columbus Macro, LLC | 0.38% | Reduce -8.4% | 32,235 | $3.1M |
| Stordahl Capital Management, Inc. | 0.68% | Reduce -22.1% | 32,176 | $3.1M |
| Dorsey Wright & Associates | 0.73% | Add +1.9% | 32,058 | $3.1M |
| Belpointe Asset Management LLC | 0.13% | Reduce -7.3% | 32,051 | $3.1M |
| GTS Securities LLC | 0.14% | Add +260.9% | 31,854 | $3.1M |
| Beam Wealth Advisors, Inc. | 0.90% | Reduce -3.3% | 31,505 | $3.0M |
| MFA Wealth Services | 2.26% | Add +6.8% | 31,347 | $3.0M |
| Sigma Planning Corp | 0.09% | Add +0.0% | 31,286 | $3.0M |
| Global View Capital Management LLC | 0.93% | Reduce -1.6% | 30,356 | $2.9M |
| Acropolis Investment Management, LLC | 0.16% | Add +4.2% | 30,215 | $2.9M |
| &partners | 0.02% | Add +47.0% | 30,070 | $2.9M |
| Choreo, LLC | 0.04% | Reduce -4.5% | 29,774 | $2.9M |
| Boltwood Capital Management | 0.81% | Reduce -4.1% | 29,702 | $2.8M |
| Family Firm, Inc. | 0.68% | Add +0.0% | 29,490 | $2.8M |
| Lido Advisors, LLC | 0.01% | Reduce -5.5% | 29,325 | $2.8M |
| Krilogy Financial LLC | 0.16% | Reduce -3.5% | 28,897 | $2.8M |
| 17 Capital Partners, LLC | 1.59% | New | 28,726 | $2.8M |
| LFA - Lugano Financial Advisors SA | 1.63% | No change | 28,863 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +95.2% | 27,668 | $2.6M |
| Lanark Financial, Inc. | 0.21% | Add +2517.6% | 26,909 | $2.6M |
| VestGen Investment Management | 1.81% | Add +15.1% | 26,291 | $2.5M |
| Silverleafe Capital Partners, LLC | 0.88% | Reduce -1.0% | 26,238 | $2.5M |
| Cypress Capital, LLC | 0.72% | Reduce -0.9% | 26,001 | $2.5M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -3.0% | 25,959 | $2.5M |
| AE Wealth Management LLC | 0.02% | Reduce -30.8% | 25,552 | $2.4M |
| Spectrum Strategic Capital Management, LLC | 1.56% | Add +40.4% | 25,517 | $2.4M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -89.7% | 25,496 | $2.4M |
| Focused Wealth Management, Inc | 0.29% | Add +7.5% | 25,021 | $2.4M |
| Q Fund Management (Hong Kong) Ltd | 1.32% | Add +25.0% | 25,000 | $2.4M |
| Midwest Trust Co | 0.03% | — | 24,994 | $2.4M |
| Coppell Advisory Solutions LLC | 0.28% | New | 24,955 | $2.4M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -18.1% | 24,856 | $2.4M |
| CreativeOne Wealth, LLC | 0.06% | Add +12.8% | 24,535 | $2.3M |
| Amundi | 0.00% | No change | 24,500 | $2.3M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -88.3% | 24,299 | $2.3M |
| Two Sigma Investments, LP | 0.00% | New | 24,136 | $2.3M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -7.5% | 24,133 | $2.3M |
| Asset Management Group, Inc. | 0.40% | Add +0.8% | 24,051 | $2.3M |
| Fortitude Advisory Group L.L.C. | 1.31% | Reduce -4.3% | 23,933 | $2.3M |
| Bryn Mawr Trust Advisors, LLC | 0.13% | Reduce -14.6% | 23,910 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +18.4% | 23,508 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +6.1% | 23,411 | $2.2M |
| Winthrop Capital Management, LLC | 0.56% | Add +0.1% | 23,325 | $2.2M |
| ORG Partners LLC | 0.49% | Reduce -28.3% | 23,196 | $2.2M |
| Semitam Bonam LLC | 2.07% | — | 22,971 | $2.2M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +18.7% | 22,878 | $2.2M |
| Certior Financial Group, LLC | 1.68% | Reduce -1.7% | 22,809 | $2.2M |
| Voya Financial Advisors, Inc. | 0.22% | New | 22,884 | $2.2M |
| Strategic Blueprint, LLC | 0.11% | Add +1.6% | 22,452 | $2.2M |
| Robinson Value Management, Ltd. | 1.35% | Reduce -4.8% | 22,413 | $2.1M |
| First American Trust, FSB | 0.17% | Add +8.3% | 22,311 | $2.1M |
| Fund Evaluation Group, LLC | 0.08% | New | 21,396 | $2.0M |
| Buck Wealth Strategies, LLC | 0.31% | Add +57.1% | 21,334 | $2.0M |
| Ascentis Wealth Management, LLC | 0.56% | Reduce -10.5% | 21,377 | $2.0M |
| Regatta Capital Group, LLC | 0.35% | Add +10.1% | 21,170 | $2.0M |
| ETF Store, Inc. | 2.34% | Reduce -2.7% | 21,102 | $2.0M |
| SevenBridge Financial Group, LLC | 0.36% | Reduce -19.3% | 21,155 | $2.0M |
| SimpliFi, Inc. | 0.89% | Reduce -0.8% | 21,030 | $2.0M |
| Empowered Funds, LLC | 0.02% | New | 20,893 | $2.0M |
| Certus Wealth Management, LLC | 1.28% | Reduce -17.4% | 20,816 | $2.0M |
| Dynamic Wealth Strategies, LLC | 1.43% | Reduce -80.8% | 20,730 | $2.0M |
| SeaBridge Investment Advisors LLC | 0.37% | Reduce -4.5% | 20,705 | $2.0M |
| Matrix Trust Co | 0.32% | Add +37.3% | 20,683 | $2.0M |
| Formidable Asset Management, LLC | 0.33% | No change | 20,755 | $2.0M |
| Aspect Partners, LLC | 0.97% | Add +9256.8% | 20,585 | $2.0M |
| Ascent Group, LLC | 0.08% | Add +31.6% | 20,507 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -84.6% | 20,376 | $2.0M |
| Evoke Wealth, LLC | 0.05% | Add +65.0% | 20,328 | $1.9M |
| Mfa Wealth Advisors, LLC | 0.44% | New | 19,635 | $1.9M |
| Sykon Capital LLC | 0.68% | Reduce -45.3% | 19,556 | $1.9M |
| Tidal Investments LLC | 0.01% | Reduce -68.7% | 19,523 | $1.9M |
| Transcend Capital Advisors, LLC | 0.14% | Reduce -8.9% | 19,417 | $1.9M |
| Lokken Investment Group LLC | 0.71% | Reduce -1.2% | 19,302 | $1.8M |
| Ethos Financial Group, LLC | 0.16% | Reduce -26.4% | 19,267 | $1.8M |
| Biltmore Wealth Management, LLC | 0.74% | Add +1.2% | 19,066 | $1.8M |
| Purus Wealth Management, LLC | 0.63% | Add +25.3% | 18,939 | $1.8M |
| waypoint wealth counsel | 0.89% | Add +0.5% | 18,840 | $1.8M |
| Ibex Wealth Advisors | 0.19% | Reduce -0.1% | 18,500 | $1.8M |
| WBH Advisory Inc. | 0.15% | Add +73.9% | 18,480 | $1.8M |
| W1M Asset Management Ltd | 0.13% | No change | 18,453 | $1.8M |
| Midwest Professional Planners, LTD. | 0.46% | Add +1.9% | 18,338 | $1.8M |
| J. Safra Sarasin Holding AG | 0.03% | Reduce -7.7% | 18,135 | $1.7M |
| Wallace Advisory Group, LLC | 1.25% | Reduce -4.3% | 18,116 | $1.7M |
| Vident Advisory, LLC | 0.02% | Add +4.7% | 17,825 | $1.7M |
| Two Sigma Securities, LLC | 0.21% | New | 17,796 | $1.7M |
| Sharpepoint LLC | 1.73% | Reduce -6.8% | 17,556 | $1.7M |
| Simplex Trading, LLC | 0.05% | New | 17,500 | $1.7M |
| Picton Mahoney Asset Management | 0.02% | No change | 17,370 | $1.7M |
| FLP Wealth Management, LLC | 4.65% | Add +33.5% | 17,285 | $1.7M |
| Paragon Private Wealth Management, LLC | 0.65% | Reduce -7.7% | 16,969 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.66% | Add +2.0% | 16,844 | $1.6M |
| Csenge Advisory Group | 0.08% | Add +7.4% | 16,974 | $1.6M |
| New Century Financial Group, LLC | 1.86% | Add +350.0% | 16,568 | $1.6M |
| Spreng Capital Management, Inc. | 0.67% | Reduce -3.0% | 16,506 | $1.6M |
| Andina Capital Management, LLC | 1.09% | Reduce -25.0% | 16,300 | $1.6M |
| Davies Financial Advisors, Inc. | 1.21% | New | 16,206 | $1.6M |
| Erickson Financial Group, LLC | 1.05% | New | 16,172 | $1.5M |
| United Asset Strategies, Inc. | 0.13% | Add +14.3% | 16,103 | $1.5M |
| Biondo Investment Advisors, LLC | 0.20% | Add +3.0% | 15,883 | $1.5M |
| Atlas Brown,Inc. | 0.49% | Reduce -0.5% | 15,850 | $1.5M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -3.2% | 15,821 | $1.5M |
| Cypress Financial Planning LLC | 0.49% | Reduce -4.8% | 15,727 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -12.6% | 15,638 | $1.5M |
| Sowell Financial Services LLC | 0.06% | Reduce -15.8% | 15,603 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.40% | Reduce -0.3% | 15,602 | $1.5M |
| ABLE Financial Group, LLC | 0.36% | Reduce -17.1% | 15,576 | $1.5M |
| BayBridge Capital Group, LLC | 0.95% | Add +6.1% | 15,516 | $1.5M |
| Fulton Breakefield Broenniman LLC | 0.10% | Reduce -2.9% | 15,364 | $1.5M |
| Edgestream Partners, L.P. | 0.04% | New | 15,287 | $1.5M |
| First Community Trust NA | 1.18% | No change | 15,185 | $1.5M |
| Optima Capital LLC | 0.78% | Add +15.1% | 15,140 | $1.4M |
| Magnolia Private Wealth, LLC | 1.12% | Reduce -92.4% | 15,036 | $1.4M |
| Generation Capital Management LLC | 1.13% | New | 14,970 | $1.4M |
| First International Bank of Israel Ltd. | 0.84% | — | 14,966 | $1.4M |
| Fiducient Advisors LLC | 0.17% | Reduce -22.9% | 14,830 | $1.4M |
| Wealthspire Retirement, LLC | 0.09% | Add +35.2% | 14,816 | $1.4M |
| DMC Group, LLC | 1.09% | Add +25.4% | 14,632 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -17.1% | 14,449 | $1.4M |
| Legacy Investment Solutions, LLC | 0.73% | — | 14,398 | $1.4M |
| Legacy Wealth Managment, LLC | 0.73% | Add +16.1% | 14,398 | $1.4M |
| Prism Advisors, Inc. | 0.39% | Add +38.7% | 14,179 | $1.4M |
| Freedom Investment Management, Inc. | 0.11% | Add +0.6% | 14,118 | $1.4M |
| Advance Capital Management, Inc. | 0.06% | Reduce -12.8% | 14,095 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -57.9% | 14,048 | $1.3M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -1.7% | 14,080 | $1.3M |
| FFT Wealth Management LLC | 0.26% | Add +1.6% | 13,948 | $1.3M |
| LexAurum Advisors, LLC | 0.21% | Add +0.0% | 13,837 | $1.3M |
| HCR Wealth Advisors | 0.16% | Reduce -0.1% | 13,800 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.12% | Reduce -36.7% | 13,794 | $1.3M |
| WealthTrust Asset Management, LLC | 0.98% | Reduce -18.9% | 13,716 | $1.3M |
| Crescent Grove Advisors, LLC | 0.13% | Add +67.5% | 13,646 | $1.3M |
| Savior LLC | 7.08% | Add +37.5% | 13,641 | $1.3M |
| Arkadios Wealth Advisors | 0.04% | Add +31.6% | 13,640 | $1.3M |
| Continuum Advisory, LLC | 0.16% | Reduce -2.6% | 13,593 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.10% | Add +2.2% | 13,543 | $1.3M |
| Kiley Juergens Wealth Management, LLC | 0.30% | Add +1.8% | 13,528 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +34.4% | 13,475 | $1.3M |
| International Assets Investment Management, LLC | 0.10% | Reduce -11.6% | 13,248 | $1.3M |
| AssuredPartners Investment Advisors, LLC | 0.31% | Reduce -74.6% | 13,121 | $1.3M |
| Lewis Asset Management, LLC | 0.59% | Reduce -29.7% | 13,017 | $1.2M |
| J. W. Coons Advisors, LLC | 0.28% | No change | 12,844 | $1.2M |
| Hanover Advisors Inc. | 0.50% | Reduce -1.3% | 12,826 | $1.2M |
| Milestone Asset Management, LLC | 0.26% | New | 12,814 | $1.2M |
| Camarda Financial Advisors, LLC | 0.48% | Add +7.7% | 12,751 | $1.2M |
| Kornitzer Capital Management Inc. | 0.02% | No change | 12,745 | $1.2M |
| GeoWealth Management, LLC | 0.05% | Add +121.5% | 12,468 | $1.2M |
| Forza Wealth Management, LLC | 0.49% | Reduce -76.2% | 12,385 | $1.2M |
| International Private Wealth Advisors LLC | 1.02% | Add +31.0% | 12,372 | $1.2M |
| RFG Advisory, LLC | 0.03% | Reduce -95.4% | 12,324 | $1.2M |
| Cosner Financial Group, LLC | 0.66% | Reduce -1.7% | 12,306 | $1.2M |
| Independent Family Office, LLC | 0.54% | No change | 12,258 | $1.2M |
| Clare Market Investments LLC | 0.26% | New | 12,250 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -73.2% | 12,216 | $1.2M |
| Leigh Baldwin & Co., LLC | 0.77% | Reduce -22.5% | 12,205 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +27.5% | 11,998 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +10.8% | 11,909 | $1.1M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -45.8% | 11,761 | $1.1M |
| Faithward Advisors, LLC | 0.17% | Reduce -21.3% | 11,530 | $1.1M |
| Valtrion Capital Management, LLC | 1.32% | Add +2.1% | 11,515 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.09% | — | 11,304 | $1.1M |
| Dakota Wealth Management | 0.02% | Reduce -3.9% | 11,219 | $1.1M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -60.6% | 11,158 | $1.1M |
| First Heartland Consultants, Inc. | 0.09% | Reduce -80.7% | 11,089 | $1.1M |
| Centaurus Financial, Inc. | 0.06% | Add +775.2% | 11,063 | $1.1M |
| Ascentis Independent Advisors | 0.19% | Reduce -42.9% | 10,956 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Add +8.6% | 10,934 | $1.0M |
| Arrien Investments, Inc. | 0.66% | Add +5.9% | 10,889 | $1.0M |
| Brookwood Investment Group LLC | 0.17% | Add +4.5% | 10,815 | $1.0M |
| Evelyn Partners Asset Management Ltd | 0.26% | Add +0.1% | 10,740 | $1.0M |
| Axis Wealth Partners, LLC | 0.68% | Reduce -2.1% | 10,734 | $1.0M |
| Global Assets Advisory, LLC | 0.40% | Reduce -75.9% | 10,732 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.6% | 10,573 | $1.0M |
| Blue Oak Capital, LLC | 0.53% | New | 10,565 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -2.3% | 10,565 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -27.1% | 10,545 | $1.0M |
| RiverFront Investment Group, LLC | 0.02% | Add +0.2% | 10,495 | $1.0M |
| King Wealth Management Group | 0.14% | Reduce -0.9% | 10,453 | $1.0M |
| Rollins Financial Advisors, LLC | 0.16% | Reduce -21.7% | 10,437 | $1000K |
| Rockingstone Advisors LLC | 0.53% | Reduce -81.4% | 10,435 | $999K |
| Core Wealth Partners LLC | 0.50% | Add +94.2% | 10,357 | $992K |
| Balefire, LLC | 0.21% | Add +257.3% | 10,315 | $988K |
| Good Steward Wealth Advisors,LLC | 0.77% | Add +264.7% | 10,314 | $988K |
| Independent Advisor Alliance | 0.03% | Add +8.3% | 10,302 | $987K |
| Discovery Capital Management, LLC / CT | 0.08% | Reduce -24.3% | 10,280 | $985K |
| Vicus Capital | 0.08% | Add +16.1% | 10,259 | $983K |
| Roundview Capital LLC | 0.07% | Add +1.6% | 10,182 | $975K |
| Fortune Financial Advisors, LLC | 0.78% | Reduce -0.0% | 10,164 | $973K |
| PKS Advisory Services, LLC | 0.24% | Reduce -0.4% | 10,149 | $972K |
| WealthCare Investment Partners, LLC | 0.34% | Reduce -2.2% | 10,112 | $958K |
| Legacy Private Trust Co. | 0.06% | Add +24.6% | 9,991 | $957K |
| Flagstar Securities, Inc. | 0.26% | Reduce -1.1% | 9,926 | $951K |
| Phil A. Younker & Associates, Ltd. | 0.92% | No change | 9,705 | $929K |
| TriaGen Wealth Management LLC | 0.28% | Add +4.6% | 9,569 | $916K |
| HUB Investment Partners, LLC | 0.03% | Reduce -6.6% | 9,344 | $895K |
| KG Capital Management | 0.26% | Add +48.3% | 9,329 | $893K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -91.4% | 9,329 | $893K |
| TCP Asset Management, LLC | 0.18% | Reduce -8.6% | 9,233 | $884K |
| Wedbush Securities Inc. | 0.03% | Add +4.1% | 9,157 | $877K |
| Verus Capital Partners, LLC | 0.08% | Reduce -5.0% | 9,154 | $877K |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -0.8% | 9,011 | $863K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -57.9% | 8,969 | $859K |
| Guidance Capital, Inc. | 0.24% | Add +29.2% | 8,902 | $852K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.38% | Add +33.2% | 8,811 | $844K |
| Horan Securities, Inc. | 0.29% | Reduce -3.9% | 8,699 | $833K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -29.8% | 8,697 | $833K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +24.2% | 8,672 | $830K |
| Cadence Bank | 0.05% | No change | 8,615 | $825K |
| Norden Group LLC | 0.09% | Add +38.8% | 8,614 | $825K |
| SFE Investment Counsel | 0.14% | Reduce -60.6% | 8,600 | $824K |
| Oak Associates Ltd. | 0.05% | New | 8,600 | $824K |
| Advisors Asset Management, Inc. | 0.01% | Add +5.7% | 8,578 | $822K |
| Access Financial Services, Inc. | 0.31% | Add +53.7% | 8,548 | $819K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -0.7% | 8,528 | $817K |
| Fiduciary Alliance LLC | 0.06% | Add +24.9% | 8,468 | $811K |
| Franklin Resources Inc. | 0.00% | Reduce -3.3% | 8,340 | $799K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -9.7% | 8,333 | $798K |
| Squarepoint Ops LLC | 0.00% | No change | 8,178 | $783K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +18.3% | 8,131 | $779K |
| Narus Financial Partners, LLC | 0.24% | Reduce -7.2% | 8,027 | $769K |
| Goelzer Investment Management, Inc. | 0.04% | Add +1.4% | 7,821 | $749K |
| Quadrant Private Wealth Management, LLC | 0.16% | Add +4.3% | 7,816 | $749K |
| Capital Investment Counsel, LLC | 0.12% | New | 7,766 | $744K |
| Icon Wealth Advisors, LLC | 0.05% | Add +1.8% | 7,765 | $744K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 7,754 | $743K |
| Bowman & Co S.C. | 0.33% | Reduce -1.0% | 7,752 | $743K |
| JB Capital LLC | 0.04% | Add +20.7% | 7,750 | $742K |
| Bingham Private Wealth, LLC | 0.70% | Reduce -0.5% | 7,706 | $738K |
| Wealthfront Advisers LLC | 0.00% | Add +39.5% | 7,689 | $736K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +48.7% | 7,665 | $734K |
| Amarillo National Bank | 0.14% | Reduce -0.9% | 7,663 | $734K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -10.6% | 7,581 | $726K |
| Financial Network Wealth Advisors LLC | 0.88% | Add +4.8% | 7,576 | $726K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -1.2% | 7,515 | $720K |
| Pacifica Partners Inc. | 0.29% | Reduce -0.1% | 7,443 | $710K |
| Eagle Global Advisors LLC | 0.03% | Reduce -6.8% | 7,395 | $708K |
| Gibbs Wealth Management | 0.13% | Add +36.8% | 7,299 | $699K |
| Pathstone Holdings, LLC | 0.00% | Reduce -22.2% | 7,281 | $697K |
| Sapient Capital LLC | 0.01% | Reduce -0.4% | 7,273 | $697K |
| PFG Investments, LLC | 0.04% | Add +10.7% | 7,080 | $678K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -83.3% | 7,078 | $678K |
| Group One Trading LLC | 0.02% | Reduce -5.5% | 6,965 | $667K |
| Vectors Research Management, LLC | 0.23% | New | 6,915 | $662K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -23.4% | 6,876 | $659K |
| Benjamin Edwards Inc. | 0.01% | Add +105.0% | 6,859 | $657K |
| Ignite Planners, LLC | 0.11% | Add +49.2% | 6,871 | $649K |
| Caliber Wealth Management, LLC / KS | 0.07% | Reduce -8.8% | 6,755 | $647K |
| Brickley Wealth Management | 0.13% | Add +0.1% | 6,703 | $642K |
| Cambridge Advisors Inc. | 0.13% | No change | 6,671 | $639K |
| D L Carlson Investment Group Inc. | 0.12% | Add +28.7% | 6,658 | $638K |
| Rik Saylor Financial, Inc. | 0.49% | Reduce -2.5% | 6,633 | $635K |
| Canandaigua National Trust Co of Florida | 0.45% | Add +190.4% | 6,632 | $635K |
| Patten & Patten Inc. | 0.04% | No change | 6,583 | $630K |
| Townsquare Capital LLC | 0.06% | Reduce -96.5% | 6,543 | $627K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +6.0% | 6,542 | $627K |
| Harbor Investment Advisory, LLC | 0.06% | No change | 6,504 | $623K |
| Summa Corp. | 0.32% | Reduce -6.2% | 6,500 | $623K |
| TTP Investments, Inc. | 0.20% | No change | 6,429 | $616K |
| Iams Wealth Management, LLC | 0.28% | Add +0.5% | 6,366 | $610K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -61.6% | 6,366 | $610K |
| Invst, LLC | 0.08% | Add +20.7% | 6,357 | $609K |
| MMBG Investment Advisors Co. | 0.06% | Add +3.3% | 6,299 | $603K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -7.9% | 6,272 | $601K |
| Klaas Financial Asset Advisors, LLC | 0.09% | Add +1.3% | 6,241 | $598K |
| Courier Capital LLC | 0.04% | New | 6,240 | $598K |
| Spirit of America Management Corp. | 0.12% | Reduce -1.3% | 6,175 | $585K |
| WealthShield Partners, LLC | 0.07% | Reduce -2.1% | 6,103 | $584K |
| Kestra Investment Management, LLC | 0.02% | New | 6,094 | $584K |
| Banque Pictet & Cie SA | 0.01% | No change | 6,073 | $582K |
| Triad Wealth Partners, LLC | 0.12% | Add +22.0% | 6,068 | $581K |
| E&G Advisors, LLC | 0.15% | No change | 6,062 | $581K |
| M3 Advisory Group, LLC | 0.40% | No change | 6,030 | $577K |
| Etesian Wealth Advisors, Inc. | 0.21% | Add +13.6% | 6,007 | $575K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -35.6% | 5,880 | $563K |
| Algorithmic Investment Models, LLC | 0.39% | New | 5,878 | $563K |
| American Financial Advisors, LLC | 0.08% | Add +0.9% | 5,817 | $557K |
| Magnus Financial Group LLC | 0.05% | Add +10.7% | 5,801 | $556K |
| Two West Capital Advisors LLC | 0.36% | New | 5,854 | $555K |
| Alerus Financial NA | 0.04% | Add +5.7% | 5,774 | $553K |
| TFB Advisors LLC | 0.14% | Add +92.4% | 5,756 | $551K |
| Archer Investment Corp | 0.13% | Add +0.7% | 5,703 | $546K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 5,695 | $545K |
| Good Life Advisors, LLC | 0.03% | Add +21.8% | 5,638 | $540K |
| Dynasty Wealth Management, LLC | 0.01% | New | 5,552 | $532K |
| Bedell Frazier Investment Counselling, LLC | 0.13% | New | 5,417 | $519K |
| Deutsche Bank AG | 0.00% | New | 5,400 | $517K |
| Insigneo Advisory Services, LLC | 0.04% | Add +50.5% | 5,352 | $513K |
| AlTi Global, Inc. | 0.01% | No change | 5,373 | $510K |
| Heritage Oak Wealth Advisors LLC | 0.20% | Reduce -96.3% | 5,306 | $508K |
| American Institute for Advanced Investment Management, LLP | 0.36% | Reduce -9.4% | 5,305 | $508K |
| Kinloch Capital, LLC | 0.24% | Reduce -3.5% | 5,301 | $508K |
| 5T Wealth, LLC | 0.26% | Reduce -8.9% | 5,297 | $507K |
| Boyd Watterson Asset Management LLC | 0.16% | Add +15.9% | 5,277 | $505K |
| First Citizens Asset Management, Inc. | 0.18% | Add +2.4% | 5,254 | $503K |
| Advisor OS, LLC | 0.05% | Reduce -98.7% | 5,252 | $503K |
| Fiduciary Trust Co | 0.01% | Add +4.5% | 5,217 | $500K |
| Advyzon Investment Management, LLC | 0.11% | New | 5,199 | $498K |
| Obermeyer Wealth Partners | 0.02% | New | 5,170 | $495K |
| Pinnacle Bancorp, Inc. | 0.15% | No change | 5,143 | $493K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 5,080 | $486K |
| Rational Advisors, Inc. | 0.05% | Reduce -83.3% | 5,040 | $483K |
| DKM Wealth Management, Inc. | 0.41% | Reduce -1.8% | 4,983 | $477K |
| JGP Wealth Management, LLC | 0.06% | New | 4,912 | $470K |
| Realta Investment Advisors | 0.19% | Reduce -14.7% | 4,901 | $469K |
| Ridgewood Investments LLC | 0.20% | Reduce -4.0% | 4,832 | $463K |
| Breakwater Capital Group | 0.08% | New | 4,823 | $462K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.7% | 4,816 | $461K |
| Maridea Wealth Management LLC | 0.12% | Reduce -2.3% | 4,762 | $456K |
| High Falls Advisors, Inc | 0.10% | Reduce -13.3% | 4,736 | $454K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +7.5% | 4,703 | $450K |
| Vanguard Capital Wealth Advisors | 0.45% | Add +0.9% | 4,682 | $448K |
| Woodward Diversified Capital, LLC | 0.23% | Add +35.6% | 4,669 | $447K |
| WealthTrak Capital Management LLC | 0.37% | Reduce -88.3% | 4,639 | $444K |
| Blalock Williams, LLC | 0.44% | Add +1.6% | 4,569 | $438K |
| Intergy Private Wealth, LLC | 0.15% | Add +40.1% | 4,552 | $436K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -16.6% | 4,529 | $434K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.3% | 4,515 | $432K |
| Fiera Capital Corp | 0.00% | Reduce -11.4% | 4,474 | $428K |
| M&T Bank Corp | 0.00% | Add +0.3% | 4,454 | $427K |
| Private Client Services, LLC | 0.16% | New | 4,417 | $423K |
| CWC Advisors, LLC. | 0.22% | Add +10.2% | 4,402 | $422K |
| Tucker Asset Management LLC | 0.13% | Add +856.0% | 4,388 | $420K |
| Innova Wealth Partners | 0.25% | Reduce -95.5% | 4,375 | $419K |
| Opal Wealth Advisors, LLC | 0.12% | Reduce -14.8% | 4,330 | $415K |
| Cambiar Investors LLC | 0.02% | No change | 4,313 | $413K |
| Moloney Securities Asset Management, LLC | 0.05% | New | 4,313 | $413K |
| Nottingham Advisors, Inc. | 0.06% | Reduce -52.7% | 4,284 | $410K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -5.4% | 4,272 | $408K |
| Redhawk Wealth Advisors, Inc. | 0.05% | New | 4,254 | $407K |
| Western Wealth Management, LLC | 0.02% | Add +4.1% | 4,251 | $407K |
| McElhenny Sheffield Capital Management, LLC | 0.11% | Reduce -99.3% | 4,228 | $405K |
| Nwam LLC | 0.02% | New | 4,240 | $403K |
| Rathbones Group PLC | 0.00% | Reduce -68.1% | 4,171 | $399K |
| Parallel Advisors, LLC | 0.01% | Add +24.4% | 4,166 | $399K |
| WESPAC Advisors, LLC | 0.28% | No change | 4,135 | $396K |
| Joel Adams & Associates, Inc. | 0.35% | Add +3.1% | 4,116 | $394K |
| Wolverine Asset Management LLC | 0.03% | No change | 4,100 | $393K |
| Private Trust Co. NA | 0.04% | Reduce -8.7% | 4,058 | $389K |
| Melfa Wealth Management, Inc. | 0.25% | Add +32.8% | 4,057 | $389K |
| Evolution Wealth Advisors, LLC | 0.06% | New | 4,031 | $386K |
| Pacific Financial Group Inc. | 0.30% | Reduce -15.5% | 4,026 | $386K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +8.7% | 4,009 | $384K |
| Maia Wealth LLC | 0.07% | Reduce -1.0% | 4,007 | $384K |
| Berger Financial Group, Inc | 0.02% | Reduce -8.3% | 3,981 | $381K |
| Greater Midwest Financial Group, LLC | 0.29% | New | 3,959 | $379K |
| Westfuller Advisors, LLC | 0.22% | No change | 3,959 | $379K |
| Lifestyle Asset Management, Inc. | 0.18% | New | 3,940 | $377K |
| Catalyst Private Wealth, LLC | 0.16% | Reduce -2.1% | 3,857 | $369K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.9% | 3,833 | $367K |
| Carrera Capital Advisors | 0.07% | Reduce -7.7% | 3,832 | $367K |
| Three Seasons Wealth, LLC | 0.04% | New | 3,831 | $367K |
| Bailard, Inc. | 0.01% | Reduce -68.5% | 3,830 | $367K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -31.4% | 3,820 | $366K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -7.7% | 3,807 | $365K |
| Integrity Alliance, Llc. | 0.02% | Reduce -18.2% | 3,746 | $359K |
| Gateway Wealth Partners, LLC | 0.07% | New | 3,740 | $358K |
| Lunt Capital Management, Inc. | 0.14% | No change | 3,736 | $358K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -13.9% | 3,700 | $354K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.4% | 3,698 | $354K |
| Retirement Income Solutions, Inc. | 0.06% | Reduce -21.1% | 3,679 | $352K |
| Roman Butler Fullerton & Co. | 0.10% | New | 3,657 | $346K |
| Stanley-Laman Group, Ltd. | 0.05% | Reduce -2.3% | 3,616 | $346K |
| Yoder Wealth Management, Inc. | 0.18% | No change | 3,615 | $345K |
| Strathmore Capital Advisors, Inc. | 0.15% | — | 3,566 | $338K |
| City Center Advisors, LLC | 0.36% | Add +10.8% | 3,508 | $336K |
| Regions Financial Corp. | 0.00% | Reduce -36.4% | 3,476 | $333K |
| Balboa Wealth Partners | 0.07% | New | 3,473 | $333K |
| Tull Financial Group, Inc. | 0.15% | New | 3,469 | $332K |
| Stephens Group Asset Management, LLC | 0.02% | Reduce -29.2% | 3,466 | $332K |
| L.M. Kohn & Company | 0.09% | Reduce -46.9% | 3,454 | $331K |
| Tran Capital Management, L.P. | 0.04% | No change | 3,450 | $330K |
| R. W. Roge & Company, Inc. | 0.19% | Reduce -4.6% | 3,444 | $329K |
| F/m Investments LLC | 0.01% | No change | 3,332 | $319K |
| Rede Wealth, LLC | 0.12% | Reduce -0.6% | 3,331 | $319K |
| 4J Wealth Management LLC | 0.21% | Reduce -5.3% | 3,308 | $317K |
| Hilltop Holdings Inc. | 0.02% | Reduce -76.8% | 3,306 | $317K |
| TSA Wealth Managment LLC | 0.12% | Reduce -9.4% | 3,304 | $316K |
| Hudson Capital Management LLC | 0.09% | Add +3.0% | 3,279 | $314K |
| Acute Investment Advisory, LLC | 2.55% | Reduce -38.7% | 3,267 | $313K |
| Creative Financial Designs Inc. | 0.02% | Add +29.9% | 3,265 | $313K |
| Valmark Advisers, Inc. | 0.00% | Reduce -3.6% | 3,264 | $313K |
| Patten Group, Inc. | 0.07% | Reduce -1.5% | 3,257 | $312K |
| Westside Investment Management, Inc. | 0.06% | Reduce -4.4% | 3,208 | $307K |
| Glenview Trust Co | 0.01% | Add +1.5% | 3,177 | $304K |
| Empower Advisory Group, LLC | 0.00% | Add +33.8% | 3,154 | $302K |
| Wisconsin Capital Management LLC | 0.17% | No change | 3,150 | $302K |
| SouthState Bank Corp | 0.01% | Add +4.0% | 3,145 | $301K |
| Pasadena Private Wealth, LLC | 0.05% | Add +1.2% | 3,131 | $300K |
| Harbour Investments, Inc. | 0.01% | Add +8.0% | 3,122 | $299K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -10.8% | 3,120 | $299K |
| Calton & Associates, Inc. | 0.05% | New | 3,118 | $299K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 3,112 | $298K |
| Strategy Asset Managers LLC | 0.06% | Reduce -5.5% | 3,101 | $297K |
| Pinkerton Wealth, LLC | 0.04% | Reduce -98.1% | 3,092 | $296K |
| FWL Investment Management, LLC | 0.09% | New | 3,085 | $295K |
| KPP Advisory Services LLC | 0.05% | No change | 3,069 | $294K |
| Shayne & Jacobs, LLC | 0.10% | No change | 3,040 | $291K |
| Second Half Financial Partners, LLC | 0.14% | Reduce -3.2% | 3,039 | $291K |
| Kovack Advisors, Inc. | 0.03% | New | 3,015 | $289K |
| Compass Ion Advisors, LLC | 0.03% | New | 3,015 | $289K |
| Glaxis Capital Management, LLC | 0.38% | New | 3,000 | $287K |
| Accretive Wealth Partners, LLC | 0.09% | Reduce -16.7% | 3,000 | $287K |
| AQR Capital Management | 0.00% | New | 2,987 | $286K |
| Investment Advisory Group, LLC | 0.09% | Add +0.0% | 2,983 | $286K |
| WNY Asset Management, LLC | 0.03% | Reduce -23.0% | 2,980 | $285K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -94.8% | 2,969 | $284K |
| Sovereign Financial Group, Inc. | 0.06% | Add +1.0% | 2,959 | $283K |
| Regimen Wealth, LLC | 0.09% | Reduce -1.7% | 2,948 | $282K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -2.6% | 2,937 | $281K |
| FC Advisory LLC | 0.09% | Add +0.8% | 2,934 | $281K |
| CoreCap Advisors, LLC | 0.01% | Reduce -36.6% | 2,794 | $268K |
| Stelac Advisory Services LLC | 0.10% | New | 2,790 | $267K |
| Seaview Investment Managers LLC | 0.06% | No change | 2,783 | $267K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -13.2% | 2,752 | $264K |
| Lazari Capital Management, Inc. | 0.10% | Add +2.4% | 2,738 | $262K |
| Forbes J M & Co. LLP | 0.02% | Reduce -4.5% | 2,732 | $262K |
| Diligent Investors, LLC | 0.06% | Reduce -3.3% | 2,692 | $258K |
| Alpha Cubed Investments, LLC | 0.01% | Add +15.7% | 2,676 | $256K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +11.7% | 2,676 | $256K |
| GC Wealth Management RIA, LLC | 0.02% | New | 2,634 | $252K |
| NBT Bank, N.A. | 0.02% | Add +36.1% | 2,627 | $252K |
| Old National Bancorp | 0.00% | New | 2,621 | $251K |
| GM Advisory Group, LLC | 0.01% | Add +0.0% | 2,612 | $250K |
| Twin Focus Capital Partners, LLC | 0.04% | New | 2,607 | $250K |
| Welch & Forbes LLC | 0.00% | Reduce -18.9% | 2,565 | $246K |
| Plimoth Trust Co. LLC | 0.06% | Add +6.6% | 2,563 | $245K |
| Canopy Partners, LLC | 0.09% | Reduce -6.4% | 2,561 | $245K |
| ODonnell Financial Services, LLC | 0.09% | Reduce -1.2% | 2,531 | $242K |
| Syon Capital LLC | 0.02% | Reduce -97.6% | 2,526 | $242K |
| Walker Asset Management, LLC | 0.14% | Reduce -0.9% | 2,521 | $241K |
| Ipsen Advisor Group LLC | 0.18% | Reduce -15.6% | 2,503 | $240K |
| Seven Mile Advisory | 0.14% | No change | 2,501 | $240K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 2,500 | $239K |
| Jacobi Capital Management LLC | 0.02% | New | 2,478 | $237K |
| Optimum Investment Advisors | 0.10% | No change | 2,450 | $235K |
| Pinnacle Wealth Management Group, Inc. | 0.13% | Reduce -1.0% | 2,421 | $232K |
| Retirement Planning Group, LLC | 0.01% | Add +4.0% | 2,421 | $232K |
| Genesis Wealth Advisors, LLC | 0.17% | No change | 2,413 | $231K |
| Sound Income Strategies, LLC | 0.01% | Add +1755.4% | 2,412 | $231K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -40.5% | 2,375 | $227K |
| Texas Bank & Trust Co | 0.09% | Reduce -5.9% | 2,374 | $227K |
| Tobias Financial Advisors, Inc. | 0.04% | Reduce -54.2% | 2,370 | $227K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -10.0% | 2,358 | $226K |
| Wealthspan Partners, LLC | 0.09% | Reduce -71.4% | 2,354 | $225K |
| Hollencrest Capital Management | 0.01% | Reduce -1.1% | 2,353 | $225K |
| FDx Advisors, Inc. | 0.07% | Add +4.8% | 2,349 | $225K |
| Carr Financial Group Corp | 0.07% | Reduce -93.7% | 2,335 | $224K |
| Camden National Bank | 0.03% | Reduce -3.1% | 2,335 | $224K |
| SVB Wealth LLC | 0.01% | New | 2,311 | $221K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -42.8% | 2,281 | $218K |
| Brass Tax Wealth Management, Inc. | 0.04% | Reduce -2.3% | 2,274 | $218K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -28.1% | 2,272 | $218K |
| Northwest Wealth Management, LLC | 0.04% | Reduce -2.6% | 2,270 | $217K |
| Palisade Asset Management, LLC | 0.02% | Add +0.5% | 2,262 | $217K |
| WealthPlan Investment Management, LLC | 0.02% | New | 2,258 | $216K |
| StoneX Group Inc. | 0.01% | New | 2,227 | $213K |
| First Horizon Advisors, Inc. | 0.01% | Add +486.7% | 2,212 | $212K |
| Caldwell Sutter Capital, Inc. | 0.10% | Add +8.0% | 2,198 | $211K |
| Busey Bank | 0.01% | Add +1.4% | 2,197 | $210K |
| Liberty Square Wealth Partners LLC | 0.07% | Reduce -9.1% | 2,183 | $209K |
| Dover Advisors, LLC | 0.09% | No change | 2,179 | $209K |
| M.E. Allison & Co., Inc. | 0.17% | Add +0.3% | 2,174 | $208K |
| Integrated Investment Consultants, LLC | 0.04% | New | 2,157 | $207K |
| Stapp Wealth Management, PLLC | 0.29% | New | 2,133 | $204K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 2,117 | $203K |
| Bramshill Investments, LLC | 0.02% | New | 2,115 | $203K |
| Caitlin John, LLC | 0.18% | Reduce -23.9% | 2,108 | $202K |
| Institute for Wealth Management, LLC. | 0.02% | New | 2,096 | $201K |
| Park Place Capital Corp | 0.04% | No change | 2,053 | $196K |
| Boreal Capital Management LLC | 0.18% | — | 1,987 | $190K |
| AlphaCore Capital LLC | 0.01% | Add +1.0% | 1,772 | $170K |
| Solstein Capital, LLC | 0.09% | No change | 1,755 | $168K |
| UMB Bank, n.a. | 0.00% | No change | 1,727 | $165K |
| Centennial Bank | 0.07% | New | 1,720 | $165K |
| Mechanics Financial Corp | 0.07% | No change | 1,710 | $164K |
| Larson Financial Group LLC | 0.01% | No change | 1,630 | $156K |
| Pineridge Advisors LLC | 0.05% | Reduce -65.1% | 1,577 | $151K |
| Copia Wealth Management | 0.12% | Reduce -34.9% | 1,517 | $145K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -38.2% | 1,494 | $143K |
| Center for Financial Planning, Inc. | 0.02% | No change | 1,490 | $143K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,480 | $142K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,480 | $142K |
| Allworth Financial LP | 0.00% | Add +14.0% | 1,474 | $141K |
| Duncker Streett & Co. Inc. | 0.03% | Reduce -24.0% | 1,437 | $138K |
| Ballast Advisors LLC | 0.04% | Add +87.4% | 1,424 | $136K |
| Howe & Rusling Inc. | 0.01% | Add +4.1% | 1,401 | $134K |
| Chapman Financial Group, LLC | 0.11% | — | 1,380 | $132K |
| Golden State Wealth Management, LLC | 0.02% | Add +0.9% | 1,358 | $130K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -56.6% | 1,321 | $127K |
| Global Trust Asset Management, LLC | 0.07% | Add +10.7% | 1,296 | $124K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -87.7% | 1,293 | $124K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -52.1% | 1,286 | $123K |
| Finley Financial, LLC | 0.05% | No change | 1,050 | $101K |
| Ameriflex Group, Inc. | 0.05% | No change | 1,050 | $100K |
| Webster Bank, N. A. | 0.01% | No change | 1,013 | $97K |
| Pingora Partners LLC | 0.07% | No change | 1,000 | $96K |
| Prestige Wealth Management Group LLC | 0.02% | Add +2209.3% | 993 | $95K |
| FNY Investment Advisers, LLC | 0.04% | New | 1,000 | $95K |
| MCF Advisors LLC | 0.01% | No change | 990 | $95K |
| Colonial Trust Co / SC | 0.01% | Add +4.2% | 946 | $91K |
| Northwest Capital Management Inc | 0.05% | Reduce -23.3% | 915 | $88K |
| Headlands Technologies LLC | 0.01% | Reduce -89.5% | 885 | $85K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 876 | $84K |
| Bokf, NA | 0.00% | Reduce -51.3% | 875 | $84K |
| Bellwether Advisors, LLC | 0.01% | No change | 854 | $82K |
| Bfsg, LLC | 0.01% | Reduce -0.7% | 808 | $77K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,000 | $76K |
| Graney & King, LLC | 0.05% | Reduce -54.8% | 792 | $76K |
| Dogwood Wealth Management LLC | 0.04% | Reduce -92.4% | 801 | $76K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -0.1% | 770 | $74K |
| Pflug Koory, LLC | 0.04% | No change | 761 | $73K |
| USA Financial Formulas | 0.01% | Reduce -99.6% | 758 | $73K |
| Van Eck Associates Corp. | 0.00% | Add +5.9% | 750 | $72K |
| Raffa Wealth Management, LLC | 0.01% | New | 747 | $72K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +141.4% | 700 | $67K |
| NWK Group, Inc. | 0.02% | Reduce -3.8% | 677 | $65K |
| Grove Bank & Trust | 0.01% | No change | 660 | $63K |
| Fairscale Capital, LLC | 0.04% | New | 629 | $60K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 600 | $57K |
| Cedar Wealth Management, LLC | 0.02% | New | 592 | $57K |
| Bangor Savings Bank | 0.01% | Reduce -1.3% | 589 | $56K |
| Crewe Advisors LLC | 0.01% | No change | 570 | $55K |
| Highline Wealth Partners LLC | 0.02% | Reduce -1.2% | 570 | $55K |
| Western Pacific Wealth Management, LP | 0.05% | New | 560 | $54K |
| Beacon Capital Management, LLC | 0.01% | Add +0.9% | 559 | $54K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | New | 543 | $52K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -98.5% | 548 | $52K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -2.7% | 540 | $52K |
| Ancora Advisors LLC | 0.00% | Reduce -0.4% | 528 | $51K |
| Dunhill Financial, LLC | 0.01% | Reduce -37.0% | 524 | $50K |
| Powell Investment Advisors, LLC | 0.02% | No change | 501 | $48K |
| Richards, Merrill & Peterson, Inc. | 0.02% | New | 499 | $48K |
| Natixis | 0.00% | Reduce -93.1% | 474 | $45K |
| Logan Capital Management Inc. | 0.00% | Add +5.6% | 474 | $45K |
| Nemes Rush Group LLC | 0.00% | Add +4.0% | 473 | $45K |
| Aventura Private Wealth, LLC | 0.02% | No change | 468 | $45K |
| Barrett & Company, Inc. | 0.02% | No change | 460 | $44K |
| Rothschild Investment LLC | 0.00% | Add +0.9% | 442 | $42K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 440 | $42K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -97.4% | 440 | $42K |
| SWAN Capital LLC | 0.02% | New | 435 | $42K |
| Clearstead Trust, LLC | 0.01% | No change | 429 | $41K |
| WFA of San Diego, LLC | 0.03% | — | 416 | $40K |
| LGT Financial Advisors LLC | 0.10% | Reduce -2.9% | 408 | $39K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 408 | $39K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -12.7% | 400 | $38K |
| Weaver Capital Management LLC | 0.01% | Add +0.8% | 397 | $38K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 391 | $37K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 383 | $37K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 371 | $36K |
| Silicon Valley Capital Partners | 0.00% | New | 337 | $32K |
| BankPlus Trust Department | 0.01% | No change | 335 | $32K |
| Indiana Trust & Investment Management Co | 0.01% | Add +113.4% | 318 | $30K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3422.2% | 317 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 301 | $29K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.3% | 301 | $28K |
| Tsfg, LLC | 0.00% | Add +0.4% | 271 | $26K |
| Capital Investment Counsel, Inc | 0.00% | No change | 266 | $25K |
| Covestor Ltd | 0.01% | Add +75.0% | 259 | $25K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.8% | 256 | $25K |
| Robinswood Financial LLC | 0.01% | No change | 255 | $24K |
| Community Bank, N.A. | 0.00% | Reduce -88.3% | 245 | $23K |
| Johnson Financial Group, Inc. | 0.00% | Add +115.5% | 237 | $23K |
| Luminist Capital LLC | 0.02% | Reduce -11.4% | 234 | $22K |
| West Branch Capital LLC | 0.01% | Add +0.9% | 228 | $22K |
| Versant Capital Management, Inc | 0.00% | No change | 223 | $21K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -36.5% | 207 | $20K |
| Arax Advisory Partners | 0.00% | No change | 204 | $20K |
| CENTRAL TRUST Co | 0.00% | Reduce -66.6% | 201 | $19K |
| Park Square Financial Group, LLC | 0.01% | Add +28.6% | 198 | $19K |
| LRI Investments, LLC | 0.00% | Reduce -70.7% | 197 | $19K |
| Register Financial Advisors LLC | 0.01% | No change | 190 | $18K |
| Trust Co | 0.00% | No change | 180 | $17K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 172 | $16K |
| Coastline Trust Co | 0.00% | No change | 170 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 169 | $16K |
| American National Bank & Trust | 0.00% | Reduce -20.0% | 160 | $15K |
| Rakuten Securities, Inc. | 0.01% | Reduce -49.2% | 159 | $15K |
| Hurley Capital, LLC | 0.01% | Add +0.6% | 158 | $15K |
| Brooklyn Investment Group | 0.00% | New | 158 | $15K |
| North Star Investment Management Corp. | 0.00% | New | 155 | $15K |
| Nordwand Advisors, LLC | 0.00% | New | 150 | $14K |
| Aviso Financial Inc. | 0.00% | No change | 150 | $14K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 142 | $14K |
| Kiker Wealth Management, LLC | 0.01% | No change | 142 | $14K |
| Richardson Financial Services Inc. | 0.01% | Reduce -0.8% | 131 | $13K |
| Financial Gravity Companies, Inc. | 0.00% | — | 125 | $12K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -12.1% | 123 | $12K |
| AdvisorNet Financial, Inc | 0.00% | Add +15.1% | 122 | $12K |
| Trust Co. of Toledo NA | 0.00% | New | 117 | $11K |
| Avion Wealth | 0.00% | Add +412.5% | 123 | $11K |
| NFSG Corp | 0.00% | Add +816.7% | 110 | $11K |
| Investors Research Corp | 0.00% | Add +7.9% | 109 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 106 | $10K |
| Summit Securities Group LLC | 0.00% | New | 100 | $10K |
| Y.D. More Investments Ltd | 0.00% | No change | 100 | $10K |
| Addison Advisors LLC | 0.00% | Reduce -50.0% | 96 | $9K |
| Rogco, LP | 0.00% | No change | 94 | $9K |
| CX Institutional | 0.00% | No change | 99 | $9K |
| Rise Advisors, LLC | 0.00% | Add +4.5% | 92 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -89.6% | 89 | $9K |
| Phillips Financial Management, LLC | 0.00% | New | 87 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 85 | $8K |
| Total Investment Management Inc. | 0.00% | New | 79 | $8K |
| Costello Asset Management, INC | 0.00% | No change | 76 | $7K |
| NewSquare Capital LLC | 0.00% | No change | 75 | $7K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 75 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 71 | $7K |
| Tidemark, LLC | 0.00% | No change | 71 | $7K |
| SIMA Wealth Partners, LLC | 0.01% | Reduce -62.1% | 66 | $6K |
| Moser Wealth Advisors, LLC | 0.00% | New | 61 | $6K |
| Tortoise Investment Management, LLC | 0.00% | No change | 60 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 59 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -42.9% | 56 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 54 | $5K |
| Salem Investment Counselors Inc. | 0.00% | No change | 53 | $5K |
| Motco | 0.00% | No change | 44 | $4K |
| YANKCOM Partnership | 0.00% | Reduce -95.1% | 42 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Virtus Advisers, LLC | 0.00% | Reduce -42.6% | 39 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | Reduce -99.9% | 36 | $3K |
| Manchester Capital Management LLC | 0.00% | Add +2.9% | 35 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 34 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 32 | $3K |
| Evolution Wealth Management Inc. | 0.00% | — | 28 | $3K |
| Provident Wealth Management, LLC | 0.00% | Reduce -3.7% | 26 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -77.9% | 25 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 24 | $2K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -48.9% | 23 | $2K |
| Eukles Asset Management | 0.00% | No change | 20 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 20 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 17 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -25.0% | 15 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 15 | $1K |
| Key Financial Inc | 0.00% | New | 14 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 13 | $1K |
| Smithfield Trust Co | 0.00% | Reduce -55.6% | 12 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $862 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $496 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 5 | $479 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -100.0% | 2 | $199 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $96 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 1 | $96 |
| Kilter Group LLC | 0.00% | New | 1 | $63 |
"% of holder's portfolio" is IEF's weight in each manager's 13F, not the share of iShares 7-10 Year Treasury B the manager owns.