iShares 7-10 Year Treasury BIEFETF
13F holders, Q4 2025 (December 31)1,090holders +89
113new positions
75sold out
5famous investors
$96.15avg. 13F price*
At the end of Q4 2025, 1,090 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 89 from Q3 2025. 113 opened new positions and 75 sold out. The largest holders were Fisher Asset Management ($13.0B), FMR LLC ($3.3B) and JPMorgan Chase & Co. ($3.3B). 5 famous investors held it, including Ken Fisher (4.4% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $184.0M |
| Exits | 75 | $266.0M |
All 13F filers, Q3 2025 → Q4 2025: 83,051,332 shares bought and 16,384,546 shares sold, net +66,666,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,090 holders
| Fisher Asset Management | 4.43% | Add +53.8% | 134,832,971 | $13.0B |
| FMR LLC | 0.17% | Add +17.1% | 34,784,075 | $3.3B |
| JPMorgan Chase & Co. | 0.22% | Add +28.1% | 34,189,868 | $3.3B |
| Morgan Stanley | 0.10% | Add +19.1% | 17,039,671 | $1.6B |
| Ameriprise Financial Inc. | 0.33% | Add +0.9% | 15,083,775 | $1.4B |
| Bank of America Corp. | 0.09% | Add +25.7% | 13,485,390 | $1.3B |
| Envestnet Asset Management Inc. | 0.36% | Reduce -0.8% | 12,713,897 | $1.2B |
| PNC Financial Services Group, Inc. | 0.45% | Add +0.9% | 8,487,110 | $816.1M |
| Raymond James Financial Inc. | 0.19% | Add +0.5% | 6,204,714 | $596.6M |
| Blue Trust, Inc. | 6.65% | Add +2.8% | 6,121,155 | $588.6M |
| Captrust Financial Advisors | 1.06% | Add +13.0% | 5,781,000 | $555.9M |
| Bank of Montreal | 0.22% | Reduce -43.8% | 5,673,377 | $545.6M |
| LPL Financial LLC | 0.14% | Add +11.1% | 5,170,220 | $497.2M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Add +5.9% | 4,608,776 | $443.2M |
| UBS Group AG | 0.08% | Reduce -2.9% | 4,171,464 | $401.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.90% | Add +6.3% | 3,381,458 | $325.2M |
| Wells Fargo & Company | 0.06% | Add +4.0% | 3,345,995 | $321.8M |
| Baird Financial Group, Inc. | 0.40% | Add +1.0% | 2,694,885 | $259.1M |
| BlackRock, Inc. | 0.00% | Add +39.1% | 2,301,371 | $221.3M |
| Mariner, LLC | 0.25% | Add +3.5% | 2,177,627 | $209.4M |
| Mutual Advisors, LLC | 4.35% | Add +2.9% | 2,109,337 | $202.8M |
| Cerity Partners OCIO LLC | 10.96% | Reduce -25.8% | 2,060,779 | $198.2M |
| Coldstream Capital Management Inc. | 2.48% | Reduce -1.3% | 1,983,958 | $190.8M |
| Alliancebernstein L.P. | 0.06% | Add +8.4% | 1,966,872 | $189.1M |
| Wealthcare Capital Management LLC | 18.56% | Add +4.3% | 1,944,314 | $187.0M |
| Peavine Capital, LLC | 36.70% | Reduce -3.6% | 1,806,011 | $173.7M |
| Truist Financial Corp. | 0.22% | Add +2.8% | 1,730,256 | $166.4M |
| Harvest Portfolios Group Inc. | 2.87% | Add +13.4% | 1,716,857 | $165.1M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +2.5% | 1,684,459 | $162.2M |
| Stifel Financial Corp. | 0.12% | Add +2.9% | 1,422,149 | $136.8M |
| Focus Partners Wealth | 0.15% | Add +606.5% | 1,353,687 | $130.2M |
| Members Trust Co | 3.87% | Reduce -0.9% | 1,233,300 | $118.6M |
| Cetera Investment Advisers | 0.12% | Reduce -0.5% | 1,139,454 | $109.6M |
| Janney Montgomery Scott LLC | 0.25% | Add +0.8% | 1,113,979 | $107.1M |
| AlphaQuest LLC | 5.43% | Add +149.7% | 1,009,045 | $97.0M |
| Assetmark, Inc. | 0.20% | Add +1.3% | 1,007,769 | $96.9M |
| Ally Invest Advisors Inc. | 6.63% | Add +5.5% | 998,550 | $96.0M |
| Rockefeller Capital Management L.P. | 0.17% | Add +116.2% | 979,194 | $94.2M |
| Cerity Partners LLC | 0.14% | Add +7.5% | 971,307 | $93.4M |
| Royal Bank of Canada | 0.02% | Add +11.4% | 966,971 | $93.0M |
| Avalon Advisory Group | 34.84% | Add +6.3% | 888,019 | $85.4M |
| Barclays PLC | 0.03% | Reduce -21.5% | 864,584 | $83.1M |
| Sumitomo Mitsui Financial Group, Inc. | 1.42% | Add +2.2% | 832,849 | $80.1M |
| Citigroup Inc. | 0.05% | Add +31.3% | 832,369 | $80.0M |
| Osaic Holdings, Inc. | 0.11% | Add +35.8% | 817,631 | $78.6M |
| 3EDGE Asset Management, LP | 4.07% | Add +9.9% | 815,251 | $78.4M |
| Raub Brock Capital Management LP | 16.83% | Reduce -1.6% | 785,801 | $75.6M |
| Greenleaf Trust | 0.68% | Add +250.0% | 769,541 | $74.0M |
| Wealthcare Advisory Partners LLC | 1.45% | Add +11.9% | 767,465 | $73.8M |
| WestEnd Advisors, LLC | 1.70% | Add +0.8% | 757,078 | $72.8M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +58.6% | 755,587 | $72.7M |
| Juniper Hill Capital Management LP | 17.09% | No change | 744,199 | $71.6M |
| Greenwood Gearhart LLC | 3.86% | Add +14.2% | 729,278 | $70.1M |
| Armstrong Advisory Group, Inc. | 4.59% | Add +2754.6% | 707,015 | $68.0M |
| Matauro, LLC | 10.02% | Add +13.2% | 691,819 | $66.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -29.3% | 682,286 | $65.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -46.2% | 674,596 | $64.9M |
| GenTrust, LLC | 2.76% | Add +8.3% | 663,362 | $63.8M |
| Barings LLC | 1.21% | Add +4.4% | 659,861 | $63.5M |
| Meeder Asset Management Inc. | 3.38% | Add +78.4% | 652,207 | $62.7M |
| AIA Group Ltd | 0.91% | Add +49.9% | 630,345 | $60.6M |
| Arkos Global Advisors | 7.37% | Add +5.2% | 598,275 | $57.5M |
| MAI Capital Management | 0.33% | Add +4.5% | 586,920 | $56.4M |
| MML Investors Services, LLC | 0.13% | Add +3.5% | 552,176 | $53.1M |
| Bogart Wealth, LLC | 1.96% | Add +3.8% | 508,270 | $48.9M |
| Partners Capital Investment Group, LLP | 1.79% | Add +17.8% | 500,192 | $48.1M |
| Twele Capital Management, Inc. | 8.46% | Add +3.9% | 492,138 | $47.3M |
| Patton Fund Management, Inc. | 6.21% | Add +2.6% | 481,479 | $46.3M |
| Karpus Management, Inc. | 1.41% | Add +7.3% | 476,221 | $45.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Add +25.0% | 468,942 | $45.1M |
| GenWealth Group, Inc. | 7.51% | Add +10.8% | 457,196 | $44.0M |
| Rafferty Asset Management, LLC | 0.15% | Reduce -8.3% | 447,990 | $43.1M |
| LifeGuide Financial Advisors, LLC | 13.99% | Add +9.1% | 438,992 | $42.2M |
| Ironwood Wealth Management, LLC. | 12.18% | Add +4.7% | 430,869 | $41.4M |
| Sompo Asset Management Co., Ltd. | 6.95% | Add +6.8% | 421,563 | $40.5M |
| Community Financial Services Group, LLC | 7.39% | Add +8.7% | 418,698 | $40.3M |
| Prudent Investors Network, Inc. | 9.23% | Add +17.9% | 418,241 | $40.2M |
| Leo Wealth, LLC | 2.92% | Add +161.6% | 417,952 | $40.2M |
| NorthRock Partners, LLC | 0.66% | Add +3190.6% | 408,193 | $39.3M |
| Beacon Wealthcare LLC | 13.39% | Add +3.7% | 405,478 | $39.0M |
| Hantz Financial Services, Inc. | 0.54% | Add +55912.4% | 378,644 | $36.4M |
| NewEdge Advisors, LLC | 0.13% | Add +45.8% | 378,032 | $36.4M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +12.1% | 377,268 | $36.3M |
| TTP Investments, Inc. | 11.80% | Add +5739.5% | 375,424 | $36.1M |
| Focus Financial Network, Inc. | 1.24% | Add +7.4% | 370,441 | $35.6M |
| Kingsview Wealth Management, LLC | 0.51% | Add +10.6% | 368,024 | $35.4M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -1.0% | 364,130 | $35.0M |
| Millennium Management | 0.03% | Add +407.1% | 352,417 | $33.9M |
| First Financial Bank - Trust Division | 2.72% | Add +6.8% | 343,880 | $33.1M |
| SG Americas Securities, LLC | 0.04% | Add +24.4% | 342,884 | $33.0M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -46.4% | 337,467 | $32.5M |
| Blue Edge Capital, LLC | 4.31% | Add +4.0% | 334,910 | $32.2M |
| Farther Finance Advisors, LLC | 0.32% | Add +8.2% | 314,652 | $30.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -16.6% | 301,057 | $28.9M |
| Sachem Hill LLC | 5.62% | Add +1.6% | 300,826 | $28.9M |
| West Paces Advisors Inc. | 5.44% | Add +2.0% | 292,462 | $28.1M |
| Wealth Management Resources, Inc. | 9.89% | Reduce -2.0% | 292,048 | $28.1M |
| Virtue Capital Management, LLC | 4.26% | Add +8218.8% | 287,995 | $27.7M |
| Joule Financial, LLC | 8.19% | Add +1.9% | 284,211 | $27.3M |
| Mather Group, Llc. | 0.27% | Add +311.9% | 274,437 | $26.4M |
| Bank of New York Mellon Corp | 0.00% | Add +29.9% | 274,085 | $26.4M |
| Kaydan Wealth Management, Inc. | 7.51% | Reduce -0.3% | 269,825 | $25.9M |
| IFP Advisors, Inc | 0.58% | Add +288.9% | 266,927 | $25.7M |
| US Bancorp \de | 0.03% | Reduce -4.6% | 263,838 | $25.4M |
| TPG Financial Advisors, LLC | 8.37% | Add +17.2% | 260,866 | $25.1M |
| DSG Capital Advisors, LLC | 3.81% | Add +97.1% | 259,678 | $25.0M |
| Brown Advisory Inc. | 0.03% | Add +0.4% | 259,807 | $25.0M |
| Liberty Mutual Group Asset Management Inc. | 2.37% | New | 258,759 | $24.9M |
| Willis Johnson & Associates, Inc. | 1.53% | Reduce -27.2% | 258,220 | $24.8M |
| Keel Point, LLC | 1.49% | Add +26.7% | 257,369 | $24.7M |
| Nationwide Fund Advisors | 1.04% | Reduce -73.6% | 252,090 | $24.2M |
| United Capital Management of KS, Inc. | 3.35% | Add +4.8% | 248,390 | $23.9M |
| First Trust Advisors LP | 0.02% | Add +4.1% | 247,991 | $23.8M |
| Northstar Advisory Group, LLC | 8.41% | Add +570.8% | 246,206 | $23.7M |
| Creative Planning | 0.02% | Reduce -14.1% | 242,699 | $23.3M |
| Act Two Investors LLC | 4.15% | Reduce -0.1% | 239,751 | $23.1M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +12.2% | 233,506 | $22.5M |
| Exchange Traded Concepts, LLC | 0.19% | Add +266.3% | 233,442 | $22.4M |
| SimpliFi, Inc. | 9.43% | Add +5.1% | 231,873 | $22.3M |
| Anchor Capital Advisors LLC | 0.65% | Reduce -1.6% | 231,796 | $22.3M |
| Concurrent Investment Advisors, LLC | 0.25% | Add +52.1% | 223,259 | $21.5M |
| NorthCoast Asset Management LLC | 0.47% | Reduce -82.4% | 222,978 | $21.4M |
| FORM Wealth Advisors, LLC | 2.50% | — | 222,323 | $21.4M |
| RFG Advisory, LLC | 0.40% | Add +1356.5% | 218,622 | $21.0M |
| Invariant Investment Management | 13.13% | — | 212,984 | $20.5M |
| SeaBridge Investment Advisors LLC | 3.28% | Reduce -16.3% | 206,863 | $19.9M |
| Independence Financial Advisors, LLC | 5.28% | Add +4.2% | 199,635 | $19.2M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -1.7% | 198,990 | $19.1M |
| Fifth Third Bancorp | 0.06% | Add +4.1% | 196,986 | $18.9M |
| Financial & Tax Architects, LLC | 4.24% | Reduce -6.2% | 196,079 | $18.9M |
| Prime Capital Investment Advisors, LLC | 0.23% | Reduce -28.3% | 195,185 | $18.8M |
| Benningfield Financial Advisors, LLC | 14.63% | Add +4.0% | 194,425 | $18.7M |
| Trustmark Bank Trust Department | 1.18% | Reduce -5.6% | 194,080 | $18.7M |
| Pinnbrook Capital Management LP | 4.81% | New | 193,634 | $18.6M |
| Tiaa Trust, National Association | 0.04% | Add +5.1% | 193,590 | $18.6M |
| Flputnam Investment Management Co. | 0.27% | Add +7.8% | 189,895 | $18.3M |
| Portland Global Advisors LLC | 1.96% | Add +2.9% | 189,750 | $18.2M |
| Banco Santander, S.A. | 0.14% | Reduce -39.8% | 189,061 | $18.2M |
| AAFMAA Wealth Management & Trust LLC | 7.11% | New | 188,637 | $18.1M |
| Seven Mile Advisory | 3.16% | Add +5.0% | 187,941 | $18.1M |
| Quaker Wealth Management, LLC | 5.54% | Add +1.7% | 181,705 | $17.5M |
| Retirement Financial Solutions, LLC | 5.08% | Add +15.9% | 180,524 | $17.4M |
| Atlas Private Wealth Advisors | 4.00% | Add +8.2% | 177,866 | $17.1M |
| Cambridge Associates LLC /Ma/ | 0.28% | No change | 175,948 | $16.9M |
| Titleist Asset Management, LLC | 1.36% | Add +15.8% | 175,138 | $16.8M |
| Ritholtz Wealth Management | 0.31% | Add +12.8% | 174,054 | $16.7M |
| Haverford Trust Co | 0.15% | Add +4.1% | 172,840 | $16.6M |
| U.S. Capital Wealth Advisors, LLC | 0.43% | Reduce -1.1% | 171,652 | $16.5M |
| Cwm, LLC | 0.04% | Add +14.8% | 171,273 | $16.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 168,547 | $16.2M |
| 1607 Capital Partners, LLC | 1.10% | Reduce -41.6% | 168,466 | $16.2M |
| Modern Wealth Management, LLC | 0.30% | Add +4.8% | 168,337 | $16.2M |
| WLTH Capital Management, LLC | 12.47% | — | 165,862 | $16.1M |
| AmeriServ Wealth Advisors | 9.30% | Reduce -30.5% | 166,429 | $16.0M |
| Cordoba Advisory Partners LLC | 3.92% | — | 164,818 | $15.8M |
| Madison Asset Management, LLC | 0.18% | Reduce -3.4% | 164,014 | $15.8M |
| PFG Advisors | 0.76% | Add +2.4% | 162,138 | $15.6M |
| Trilogy Capital Inc. | 0.69% | Add +24.0% | 159,681 | $15.4M |
| Bulltick Wealth Management, LLC | 3.26% | Add +23.3% | 159,494 | $15.3M |
| Arvest Investments, Inc. | 2.15% | Add +34.4% | 158,986 | $15.3M |
| Strategic Point Investment Advisors, LLC | 2.08% | Add +2.9% | 156,560 | $15.1M |
| Betterment LLC | 0.03% | Add +14.3% | 151,812 | $14.6M |
| Bessemer Group Inc. | 0.02% | Add +120.3% | 150,432 | $14.5M |
| Cresset Asset Management, LLC | 0.06% | Add +5.3% | 146,754 | $14.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.10% | Add +27.3% | 146,232 | $14.1M |
| Pacific Wealth Management | 6.47% | Add +6.9% | 144,873 | $13.9M |
| Prospera Financial Services Inc | 0.23% | Add +5.9% | 143,719 | $13.8M |
| Sound Financial Strategies Group, LLC | 9.73% | Reduce -2.3% | 143,321 | $13.8M |
| Cibc World Market Inc. | 0.02% | Add +9.9% | 143,166 | $13.8M |
| Werba Rubin Papier Wealth Management | 3.73% | Add +18.6% | 142,988 | $13.7M |
| Money Concepts Capital Corp. | 0.76% | Reduce -19.6% | 140,577 | $13.5M |
| SkyOak Wealth, LLC | 2.42% | Add +11.3% | 139,737 | $13.4M |
| Equitable Holdings, Inc. | 0.09% | Add +1385.8% | 139,134 | $13.4M |
| TD Private Client Wealth LLC | 0.28% | Add +2.0% | 137,240 | $13.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +4.7% | 136,722 | $13.1M |
| Waterloo Capital, L.P. | 0.95% | Add +6.5% | 136,590 | $13.1M |
| Waverly Advisors, LLC | 0.10% | Add +4.7% | 133,004 | $12.8M |
| Great Valley Advisor Group, Inc. | 0.24% | Reduce -18.4% | 132,182 | $12.7M |
| Middleton & Co. Inc. | 1.33% | Reduce -2.0% | 130,393 | $12.5M |
| William Howard & Co Financial Advisors Inc | 10.51% | Reduce -2.2% | 129,665 | $12.5M |
| Jones Financial Companies LLLP | 0.01% | Add +15.0% | 128,728 | $12.4M |
| First Foundation Advisors | 0.46% | Reduce -4.0% | 126,295 | $12.1M |
| Laurel Oak Wealth Management, LLC | 2.03% | — | 125,140 | $12.0M |
| Sollinda Capital Management LLC | 3.03% | Add +6.3% | 123,474 | $11.9M |
| Penserra Capital Management LLC | 0.14% | New | 123,085 | $11.8M |
| Meridian Management Co. | 2.93% | Add +10.6% | 122,937 | $11.8M |
| Paragon Capital Management Inc. | 9.14% | Add +1.6% | 122,912 | $11.8M |
| Pinnacle Associates Ltd. | 0.15% | Add +3.0% | 122,876 | $11.8M |
| Lincoln Capital Corp. | 4.19% | Add +15.1% | 122,809 | $11.8M |
| Cornerstone Planning, LLC | 2.70% | — | 120,668 | $11.6M |
| Park Avenue Securities LLC | 0.10% | Reduce -0.9% | 120,522 | $11.6M |
| Corient Private Wealth LP | 0.02% | Add +72.3% | 120,093 | $11.5M |
| Pallas Capital Advisors LLC | 0.38% | Add +10.8% | 119,706 | $11.5M |
| Sicart Associates LLC | 3.03% | Add +1.6% | 118,605 | $11.4M |
| IFG Advisory, LLC | 0.50% | Add +28.9% | 118,345 | $11.4M |
| Transamerica Financial Advisors, LLC | 0.95% | Add +0.1% | 118,222 | $11.4M |
| Net Worth Advisory Group | 2.27% | Add +11.6% | 116,720 | $11.2M |
| Heck Capital Advisors, LLC | 0.83% | Reduce -20.7% | 116,222 | $11.2M |
| Estate Counselors, LLC | 0.94% | New | 116,190 | $11.2M |
| Little House Capital LLC | 2.79% | Reduce -4.4% | 115,546 | $11.1M |
| Jessup Wealth Management, Inc | 3.64% | Add +4.9% | 114,509 | $11.0M |
| Hudock, Inc. | 1.60% | Add +0.1% | 112,908 | $10.9M |
| Advisors Preferred, LLC | 1.74% | Add +12.1% | 111,154 | $10.7M |
| Comerica Bank | 0.04% | Add +23.9% | 110,342 | $10.6M |
| First National Bank of Omaha | 0.31% | Add +215.3% | 109,033 | $10.5M |
| Spire Wealth Management | 0.35% | Add +4.2% | 107,834 | $10.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -39.3% | 107,548 | $10.3M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +47.7% | 106,999 | $10.3M |
| Quinn Opportunity Partners LLC | 0.44% | Reduce -3.6% | 106,000 | $10.2M |
| Ameraudi Asset Management, Inc. | 5.57% | Add +17.7% | 105,393 | $10.1M |
| U S Wealth Group, Llc. | 6.64% | Reduce -1.2% | 104,786 | $10.1M |
| Summit Financial, LLC | 0.15% | Reduce -0.5% | 104,573 | $10.1M |
| High Note Wealth, LLC | 1.96% | Reduce -0.4% | 104,023 | $10.0M |
| Goodman Advisory Group, LLC | 2.45% | Add +7.0% | 103,453 | $9.9M |
| Chicago Partners Investment Group LLC | 0.24% | Add +10.7% | 102,119 | $9.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -13.1% | 101,564 | $9.8M |
| Rothschild Wealth LLC | 0.93% | Add +22.0% | 100,880 | $9.7M |
| DRW Securities, LLC | 0.73% | Add +116.2% | 99,898 | $9.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Reduce -18.5% | 99,542 | $9.6M |
| Summit Asset Management, LLC | 1.32% | Reduce -51.9% | 97,234 | $9.4M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +906.2% | 96,768 | $9.3M |
| Atria Investments, Inc | 0.11% | Add +0.5% | 96,374 | $9.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -90.8% | 96,174 | $9.2M |
| Bond & Devick Financial Network, Inc. | 2.59% | Add +7.5% | 95,728 | $9.2M |
| Graybill Wealth Management, LTD. | 2.69% | Reduce -0.7% | 94,780 | $9.1M |
| Premier Path Wealth Partners, LLC | 1.17% | Add +6.4% | 94,606 | $9.1M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +5.2% | 94,581 | $9.1M |
| Integrated Wealth Concepts LLC | 0.11% | Add +7.5% | 93,904 | $9.0M |
| Summit Wealth Partners, LLC | 1.66% | Reduce -4.5% | 93,174 | $9.0M |
| AE Wealth Management LLC | 0.05% | Add +85.5% | 92,875 | $8.9M |
| Janney Capital Management LLC | 0.56% | Reduce -2.6% | 92,531 | $8.9M |
| Citizens Financial Group Inc. | 0.12% | Add +0.1% | 92,451 | $8.9M |
| United Capital Financial Advisors, LLC | 0.05% | Add +0.6% | 92,039 | $8.9M |
| Advisory Services Network, LLC | 0.13% | Add +4.8% | 91,973 | $8.8M |
| Common Fund for Nonprofit Organizations | 0.71% | Add +1.3% | 91,412 | $8.8M |
| Global Trust Asset Management, LLC | 3.37% | Add +8815.1% | 88,794 | $8.5M |
| Syntax Research, Inc. | 5.22% | Add +9.5% | 87,935 | $8.5M |
| Scotia Capital Inc. | 0.03% | Reduce -13.4% | 87,054 | $8.4M |
| MTC Wealth Management LLC | 3.86% | Reduce -0.9% | 85,600 | $8.2M |
| Pinnacle Financial Partners, Inc. | 0.06% | — | 83,412 | $8.0M |
| Stableford Capital II LLC | 2.89% | Reduce -18.8% | 83,156 | $8.0M |
| Cadence Wealth Management LLC | 3.86% | Reduce -43.3% | 83,054 | $8.0M |
| One Day In July LLC | 0.65% | Reduce -5.0% | 82,766 | $8.0M |
| Tudor Investment Corporation | 0.05% | Add +220.9% | 82,756 | $8.0M |
| Dimension Capital Management LLC | 1.11% | Reduce -6.7% | 82,008 | $7.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +3.0% | 81,901 | $7.9M |
| Oppenheimer & Co. Inc. | 0.11% | Add +44.0% | 78,771 | $7.6M |
| SummitTX Capital, L.P. | 0.23% | New | 77,720 | $7.5M |
| Leuthold Group, LLC | 0.80% | Reduce -0.7% | 77,137 | $7.4M |
| Arete Wealth Advisors, LLC | 0.51% | Reduce -23.8% | 77,002 | $7.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.50% | Add +3.2% | 76,243 | $7.3M |
| Wealth Enhancement Trust Services, Inc. | 0.93% | — | 76,210 | $7.3M |
| Sharpepoint LLC | 4.31% | Add +235.8% | 74,859 | $7.2M |
| Bison Wealth, LLC | 0.81% | Reduce -38.6% | 75,586 | $7.2M |
| Altman Advisors, Inc. | 2.70% | Add +19.2% | 74,566 | $7.2M |
| Thayer Partners, LLC / MA | 3.43% | — | 73,345 | $7.1M |
| WHI TRUST Co LLC | 5.43% | — | 73,306 | $7.0M |
| Tennessee Valley Asset Management Partners | 0.90% | Add +3.0% | 72,551 | $7.0M |
| World Investment Advisors | 0.11% | Add +131.4% | 71,943 | $6.9M |
| Acropolis Investment Management, LLC | 0.31% | Add +121.3% | 71,174 | $6.8M |
| White Pine Investment CO | 1.60% | Add +7.3% | 70,753 | $6.8M |
| Allianz Asset Management GmbH | 0.01% | New | 70,200 | $6.8M |
| IHT Wealth Management, LLC | 0.16% | Add +13.5% | 69,700 | $6.7M |
| BCM Advisors, LLC | 1.28% | Add +5.9% | 69,711 | $6.7M |
| Hilltop Holdings Inc. | 0.40% | Add +1580.2% | 68,972 | $6.6M |
| Dynasty Wealth Management, LLC | 0.07% | Add +134.0% | 68,805 | $6.6M |
| Compass Financial Group, Inc. | 2.91% | Reduce -0.4% | 68,612 | $6.6M |
| RPg Family Wealth Advisory, LLC | 1.45% | Add +2.3% | 68,586 | $6.6M |
| Risk Paradigm Group, LLC | 6.31% | — | 68,209 | $6.6M |
| GAM Holding AG | 0.42% | No change | 68,000 | $6.5M |
| Greenwood Capital Associates LLC | 0.71% | Reduce -24.6% | 67,561 | $6.5M |
| Leavell Investment Management, Inc. | 0.27% | Add +0.5% | 66,958 | $6.4M |
| AMG National Trust Bank | 0.15% | Add +2.5% | 66,268 | $6.4M |
| Anfield Capital Management, LLC | 2.01% | Add +0.5% | 66,224 | $6.4M |
| Diversify Advisory Services, LLC | 0.20% | Reduce -5.0% | 66,316 | $6.4M |
| First Interstate Bank | 0.34% | Add +8.7% | 65,845 | $6.3M |
| IPG Investment Advisors LLC | 1.11% | Add +13.8% | 65,694 | $6.3M |
| Legacy PCG, LLC | 3.89% | Add +2.5% | 65,365 | $6.3M |
| Systelligence, LLC | 1.19% | Reduce -37.4% | 65,096 | $6.3M |
| Argo Wealth Advisory, LLC | 3.72% | — | 64,720 | $6.2M |
| AlphaCore Capital LLC | 0.14% | Add +3602.3% | 64,643 | $6.2M |
| Litman Gregory Wealth Management LLC | 0.45% | Reduce -1.6% | 64,206 | $6.2M |
| HM Payson & Co. | 0.09% | No change | 63,890 | $6.1M |
| Compound Planning, Inc. | 0.18% | Add +2.8% | 63,235 | $6.1M |
| James Investment Research, Inc. | 0.66% | Add +2.6% | 63,179 | $6.1M |
| Ssi Investment Management LLC | 2.25% | Reduce -22.8% | 62,660 | $6.0M |
| Dorsey & Whitney Trust CO LLC | 0.32% | New | 62,482 | $6.0M |
| Brookstone Capital Management | 0.07% | Reduce -35.5% | 61,937 | $6.0M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -24.5% | 61,656 | $5.9M |
| Muirfield Wealth Advisors LLC | 4.31% | Add +3.0% | 61,035 | $5.9M |
| Benchmark Financial, LLC | 5.85% | — | 61,016 | $5.9M |
| National Bank of Canada | 0.01% | Add +174.8% | 60,222 | $5.8M |
| Summit Global Investments | 0.34% | Add +2.3% | 60,087 | $5.8M |
| Evergreen Capital Management LLC | 0.13% | Add +2.1% | 59,489 | $5.7M |
| DAVENPORT & Co LLC | 0.03% | Add +2.8% | 59,469 | $5.7M |
| Sun Financial Inc | 3.14% | — | 58,617 | $5.6M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -21.9% | 57,732 | $5.6M |
| Tru Independence Asset Management 2, LLC | 3.42% | Add +0.9% | 56,782 | $5.5M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +623455.6% | 56,120 | $5.4M |
| Values First Advisors, Inc. | 2.77% | Add +4.5% | 55,499 | $5.3M |
| Perigon Wealth Management, LLC | 0.10% | Add +14.4% | 55,498 | $5.3M |
| Capital Insight Partners, LLC | 1.12% | Reduce -10.5% | 54,845 | $5.3M |
| Principal Securities, Inc. | 0.08% | Reduce -19.3% | 53,978 | $5.2M |
| Aspire Capital Advisors LLC | 1.20% | Add +1.7% | 53,177 | $5.1M |
| Ballew Advisors, Inc | 2.88% | Add +3.4% | 53,070 | $5.1M |
| 1832 Asset Management L.P. | 0.01% | Reduce -0.8% | 53,062 | $5.1M |
| Beirne Wealth Consulting Services, LLC | 1.47% | Add +0.1% | 52,914 | $5.1M |
| Good Steward Wealth Advisors,LLC | 3.33% | Reduce -2.1% | 52,531 | $5.1M |
| One Degree Advisors Inc | 1.38% | Add +41.6% | 52,081 | $5.0M |
| Stablepoint Partners, LLC | 0.78% | Add +9.3% | 51,992 | $5.0M |
| Integrated Advisors Network LLC | 0.22% | Reduce -2.5% | 51,801 | $5.0M |
| Portside Wealth Group, LLC | 0.66% | Add +16.2% | 50,754 | $4.9M |
| Headlands Technologies LLC | 0.41% | Add +17.1% | 50,660 | $4.9M |
| Commerce Bank | 0.03% | Add +5.1% | 50,017 | $4.8M |
| HighPoint Advisor Group LLC | 0.10% | New | 49,618 | $4.8M |
| Worth Asset Management, LLC | 2.02% | Reduce -12.4% | 49,575 | $4.8M |
| DDD Partners, LLC | 0.30% | Add +8.4% | 49,424 | $4.8M |
| Capstone Wealth Management Group, LLC | 1.92% | New | 47,743 | $4.6M |
| Miller Financial Services LLC | 5.35% | Add +16.7% | 47,417 | $4.6M |
| Nvwm, LLC | 0.98% | Add +8.2% | 46,871 | $4.5M |
| Moors & Cabot, Inc. | 0.19% | New | 46,801 | $4.5M |
| Warner Financial, Inc. | 1.53% | Add +10.1% | 45,969 | $4.4M |
| MY Wealth Management Inc. | 3.83% | Reduce -1.6% | 45,757 | $4.4M |
| AssuredPartners Investment Advisors, LLC | 0.65% | Add +285.8% | 45,755 | $4.4M |
| Capital Advisors Wealth Management, LLC | 0.60% | Reduce -0.0% | 45,725 | $4.4M |
| Daymark Wealth Partners, LLC | 0.14% | Reduce -7.7% | 45,267 | $4.4M |
| Sovran Advisors, LLC | 0.37% | Reduce -0.6% | 45,170 | $4.3M |
| Meridian Wealth Management, LLC | 0.15% | Add +4.9% | 45,143 | $4.3M |
| Alliance Wealth Advisors, LLC | 0.92% | Reduce -19.6% | 44,329 | $4.3M |
| Lazard Asset Management LLC | 0.01% | Reduce -3.7% | 43,782 | $4.2M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +2.3% | 43,643 | $4.2M |
| Modera Wealth Management, LLC | 0.05% | Reduce -0.9% | 43,541 | $4.2M |
| Coastal Bridge Advisors, LLC | 0.30% | Add +4.5% | 42,354 | $4.1M |
| Keybank National Association | 0.01% | Add +3.3% | 42,200 | $4.1M |
| Riggs Asset Managment Co. Inc. | 0.82% | Add +0.7% | 42,116 | $4.0M |
| Sandbox Financial Partners, LLC | 1.10% | New | 41,524 | $4.0M |
| Veridan Wealth LLC | 1.33% | Add +4.4% | 41,304 | $4.0M |
| Signet Financial Management, LLC | 0.44% | Reduce -0.2% | 41,260 | $4.0M |
| Stephens Inc. | 0.05% | Add +0.3% | 41,103 | $4.0M |
| Canal Capital Management, LLC | 0.56% | Add +7.2% | 41,026 | $3.9M |
| FreeGulliver LLC | 1.76% | Reduce -7.1% | 40,972 | $3.9M |
| Sage Advisory Services, Ltd.Co. | 2.13% | Reduce -5.4% | 40,583 | $3.9M |
| Mission Wealth Management, LP | 0.08% | Reduce -37.7% | 40,196 | $3.9M |
| Hershey Financial Advisers, LLC | 3.26% | Add +6.3% | 40,100 | $3.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.08% | Reduce -0.7% | 39,960 | $3.8M |
| Belpointe Asset Management LLC | 0.14% | Add +35.9% | 39,711 | $3.8M |
| Courier Capital LLC | 0.21% | Add +561.3% | 39,561 | $3.8M |
| Wealthcare Capital Partners, LLC | 1.78% | Reduce -0.3% | 39,554 | $3.8M |
| Global Retirement Partners, LLC | 0.07% | Add +17.5% | 39,476 | $3.8M |
| Ssa Swiss Advisors AG | 1.77% | Reduce -33.6% | 39,403 | $3.8M |
| Boreal Capital Management LLC | 3.42% | Add +38.8% | 38,835 | $3.7M |
| Mgo One Seven LLC | 0.08% | Reduce -45.6% | 38,710 | $3.7M |
| Promethium Advisors,llc | 2.01% | Add +14.9% | 38,710 | $3.7M |
| Northern Trust Corp. | 0.00% | Add +13.6% | 38,679 | $3.7M |
| Wealth Alliance, LLC | 0.36% | Add +0.6% | 38,658 | $3.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +4.5% | 38,658 | $3.7M |
| Greatmark Investment Partners, Inc. | 0.43% | Add +14.6% | 38,181 | $3.7M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -13.8% | 38,159 | $3.7M |
| Spectrum Strategic Capital Management, LLC | 1.95% | Add +31.7% | 38,129 | $3.7M |
| Christensen, King & Associates Investment Services, Inc. | 1.55% | Add +0.4% | 37,891 | $3.6M |
| Sykon Capital LLC | 1.15% | Add +7.2% | 37,343 | $3.6M |
| Procyon Advisors, LLC | 0.18% | New | 37,267 | $3.6M |
| &partners | 0.02% | Add +9.0% | 37,252 | $3.6M |
| Dow Chemical Co. | 1.74% | Add +0.6% | 37,025 | $3.6M |
| Retirement Capital Strategies | 1.32% | Add +4.5% | 36,922 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.8% | 36,831 | $3.5M |
| 1620 Investment Advisors, Inc. | 2.32% | Add +2.0% | 36,155 | $3.5M |
| Forte Asset Management LLC | 1.57% | Reduce -1.2% | 36,052 | $3.5M |
| Markin Asset Management, LP | 3.80% | — | 35,984 | $3.5M |
| Capital Analysts, LLC | 0.09% | Reduce -8.4% | 35,370 | $3.4M |
| Focused Wealth Management, Inc | 0.36% | Add +34.8% | 35,340 | $3.4M |
| Crabel Capital Management, LLC | 2.57% | Reduce -14.5% | 35,329 | $3.4M |
| Insight Wealth Partners, LLC | 1.41% | New | 35,139 | $3.4M |
| Lighthouse Investment Partners, LLC | 0.11% | Add +27.3% | 35,133 | $3.4M |
| Fca Corp. | 0.95% | Add +8.0% | 35,056 | $3.4M |
| Columbus Macro, LLC | 0.37% | Add +8.2% | 34,703 | $3.3M |
| 17 Capital Partners, LLC | 1.72% | Add +19.6% | 34,459 | $3.3M |
| Sigma Planning Corp | 0.09% | Add +6.4% | 34,335 | $3.3M |
| Solstein Capital, LLC | 1.32% | Add +1845.7% | 34,147 | $3.3M |
| Krilogy Financial LLC | 0.11% | Add +28.3% | 34,137 | $3.3M |
| MFA Wealth Services | 2.21% | Add +6.0% | 33,976 | $3.3M |
| Voya Financial Advisors, Inc. | 0.31% | Add +20.0% | 33,652 | $3.3M |
| Dorsey Wright & Associates | 0.70% | Reduce -3.3% | 33,637 | $3.2M |
| Prudential PLC | 0.03% | Reduce -61.4% | 32,956 | $3.2M |
| Lifeworks Advisors, LLC | 0.41% | Reduce -40.2% | 32,923 | $3.2M |
| Choreo, LLC | 0.04% | Add +7.2% | 32,592 | $3.1M |
| Silverleafe Capital Partners, LLC | 0.93% | Add +21.4% | 32,694 | $3.1M |
| Mirabaud & Cie SA | 1.00% | Reduce -34.2% | 32,335 | $3.1M |
| Beam Wealth Advisors, Inc. | 0.85% | Add +1.9% | 32,206 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -6.5% | 31,962 | $3.1M |
| Integras Partners LLC | 2.47% | Add +6.3% | 31,853 | $3.1M |
| Insight Wealth Strategies, LLC | 0.35% | Reduce -3.5% | 31,650 | $3.0M |
| Dakota Wealth Management | 0.05% | Add +132.1% | 31,270 | $3.0M |
| CacheTech Inc. | 0.56% | New | 31,235 | $3.0M |
| J. Safra Sarasin Holding AG | 0.05% | Add +44.4% | 31,177 | $3.0M |
| Stordahl Capital Management, Inc. | 0.61% | Reduce -5.6% | 31,024 | $3.0M |
| Koshinski Asset Management, Inc. | 0.19% | Reduce -9.7% | 30,864 | $3.0M |
| Coppell Advisory Solutions LLC | 0.29% | Reduce -1.0% | 30,709 | $3.0M |
| VestGen Investment Management | 1.64% | Add +4.3% | 30,750 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +0.3% | 30,572 | $2.9M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +47.6% | 30,166 | $2.9M |
| Western Wealth Management, LLC | 0.13% | Add +578.8% | 29,987 | $2.9M |
| Lido Advisors, LLC | 0.01% | Reduce -1.5% | 29,800 | $2.9M |
| Lanark Financial, Inc. | 0.21% | Reduce -1.8% | 29,511 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +21.3% | 29,292 | $2.8M |
| Dynamic Wealth Strategies, LLC | 1.67% | Reduce -7.3% | 29,204 | $2.8M |
| LWM Advisors Inc. | 2.47% | Add +0.8% | 29,153 | $2.8M |
| Boltwood Capital Management | 0.72% | Add +1.4% | 28,900 | $2.8M |
| Global View Capital Management LLC | 0.52% | Reduce -31.3% | 28,870 | $2.8M |
| LFA - Lugano Financial Advisors SA | 1.43% | No change | 28,863 | $2.8M |
| CDKV Holdings LLC | 2.27% | — | 28,185 | $2.7M |
| Avalon Capital Management | 0.64% | Reduce -70.0% | 27,994 | $2.7M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -0.8% | 27,604 | $2.7M |
| CreativeOne Wealth, LLC | 0.06% | Add +2.5% | 27,341 | $2.6M |
| Arkadios Wealth Advisors | 0.05% | Add +102.3% | 27,050 | $2.6M |
| Fortitude Advisory Group L.L.C. | 1.09% | Add +1.9% | 26,680 | $2.6M |
| Winthrop Capital Management, LLC | 0.59% | Add +0.0% | 26,207 | $2.5M |
| Schroder Investment Management Group | 0.00% | No change | 26,115 | $2.5M |
| Central Pacific Bank - Trust Division | 0.32% | Reduce -26.8% | 25,880 | $2.5M |
| Certior Financial Group, LLC | 1.69% | Add +15.3% | 25,811 | $2.5M |
| Trek Financial, LLC | 0.14% | New | 25,675 | $2.5M |
| Cypress Capital, LLC | 0.69% | Reduce -2.3% | 25,615 | $2.5M |
| Two Sigma Investments, LP | 0.00% | New | 25,436 | $2.4M |
| Integrity Alliance, Llc. | 0.09% | Add +623.0% | 25,220 | $2.4M |
| Q Fund Management (Hong Kong) Ltd | 2.26% | No change | 25,000 | $2.4M |
| Eastern Bank | 0.04% | Reduce -16.1% | 24,639 | $2.4M |
| Semitam Bonam LLC | 1.97% | Add +4.5% | 24,567 | $2.4M |
| Amundi | 0.00% | No change | 24,500 | $2.4M |
| Tidal Investments LLC | 0.01% | Reduce -41.2% | 24,353 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -55.6% | 24,252 | $2.3M |
| Simplicity Wealth,LLC | 0.14% | Add +4.8% | 23,946 | $2.3M |
| Midwest Trust Co | 0.03% | Reduce -3.7% | 23,875 | $2.3M |
| Erickson Financial Group, LLC | 1.40% | Add +39.9% | 23,702 | $2.3M |
| Wealthspire Retirement, LLC | 0.14% | Add +32.0% | 23,572 | $2.3M |
| Circle Wealth Management, LLC | 0.03% | Reduce -48.2% | 23,249 | $2.2M |
| Purus Wealth Management, LLC | 0.69% | Add +15.9% | 23,062 | $2.2M |
| ETF Store, Inc. | 2.24% | Add +2.1% | 22,804 | $2.2M |
| Bank of Nova Scotia | 0.00% | New | 22,804 | $2.2M |
| Vident Advisory, LLC | 0.02% | Add +18.9% | 22,685 | $2.2M |
| Asset Management Group, Inc. | 0.35% | Reduce -4.3% | 22,554 | $2.2M |
| ORG Partners LLC | 0.39% | Add +0.2% | 22,538 | $2.2M |
| ABLE Financial Group, LLC | 0.44% | Add +30.7% | 22,362 | $2.2M |
| Formidable Asset Management, LLC | 0.31% | Add +7.5% | 22,274 | $2.1M |
| First American Trust, FSB | 0.15% | Reduce -1.0% | 22,163 | $2.1M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -7.3% | 22,156 | $2.1M |
| Regatta Capital Group, LLC | 0.32% | Add +1.1% | 21,909 | $2.1M |
| Eagle Global Advisors LLC | 0.08% | Add +110.7% | 21,817 | $2.1M |
| Two Sigma Securities, LLC | 0.28% | Add +872.2% | 21,368 | $2.1M |
| Robinson Value Management, Ltd. | 1.11% | Reduce -1.1% | 21,292 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Add +9.2% | 21,231 | $2.0M |
| Csenge Advisory Group | 0.09% | Add +81.7% | 21,110 | $2.0M |
| Savior LLC | 7.25% | Add +18.6% | 20,871 | $2.0M |
| Lake Hills Wealth Management, LLC | 1.03% | New | 20,565 | $2.0M |
| Mount Lucas Management LP | 0.87% | Reduce -28.3% | 20,479 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +9.0% | 20,373 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -1.8% | 20,351 | $2.0M |
| Squarepoint Ops LLC | 0.00% | Add +52.1% | 20,133 | $1.9M |
| Ascent Group, LLC | 0.07% | Reduce -8.6% | 20,130 | $1.9M |
| Titiun Yejiel | 2.37% | — | 20,034 | $1.9M |
| Ascentis Wealth Management, LLC | 0.49% | Reduce -7.8% | 19,932 | $1.9M |
| M Holdings Securities, Inc. | 0.14% | Add +25.9% | 19,679 | $1.9M |
| Midwest Professional Planners, LTD. | 0.44% | Add +3.5% | 19,319 | $1.9M |
| Mfa Wealth Advisors, LLC | 0.39% | Reduce -10.7% | 19,221 | $1.8M |
| Buck Wealth Strategies, LLC | 0.23% | Reduce -13.4% | 19,183 | $1.8M |
| Legacy Wealth Managment, LLC | 0.88% | Add +5.4% | 19,111 | $1.8M |
| Etesian Wealth Advisors, Inc. | 0.57% | Add +115.9% | 18,993 | $1.8M |
| Cordgrass Capital Advisors, LLC | 0.44% | Add +8.5% | 18,993 | $1.8M |
| Biltmore Wealth Management, LLC | 0.69% | Add +1.9% | 18,989 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.49% | Add +15002.4% | 18,878 | $1.8M |
| waypoint wealth counsel | 0.67% | Reduce -0.4% | 18,853 | $1.8M |
| Matrix Trust Co | 0.29% | Reduce -4.0% | 18,270 | $1.8M |
| Independent Advisor Alliance | 0.04% | Add +3.7% | 18,219 | $1.8M |
| Strategic Blueprint, LLC | 0.10% | Add +7.7% | 17,987 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.62% | Add +4.5% | 17,972 | $1.7M |
| DMC Group, LLC | 1.15% | Add +16.6% | 17,896 | $1.7M |
| Triad Wealth Partners, LLC | 0.16% | Add +102.0% | 17,752 | $1.7M |
| Old Mission Capital LLC | 0.07% | Reduce -85.3% | 17,717 | $1.7M |
| SevenBridge Financial Group, LLC | 0.27% | Add +6.1% | 17,630 | $1.7M |
| Ibex Wealth Advisors | 0.16% | Reduce -0.9% | 17,396 | $1.7M |
| Picton Mahoney Asset Management | 0.02% | No change | 17,370 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +38.4% | 17,261 | $1.7M |
| Biondo Investment Advisors, LLC | 0.20% | Add +3.3% | 17,202 | $1.7M |
| FLP Wealth Management, LLC | 3.91% | Add +3.3% | 17,197 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Reduce -36.9% | 17,026 | $1.6M |
| IMC-Chicago, LLC | 0.03% | New | 17,011 | $1.6M |
| GTS Securities LLC | 0.06% | New | 16,982 | $1.6M |
| SFG Wealth Management, LLC. | 0.64% | No change | 16,967 | $1.6M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -80.8% | 16,947 | $1.6M |
| Principal Financial Group Inc. | 0.00% | New | 16,805 | $1.6M |
| Atlas Brown,Inc. | 0.47% | Add +4.1% | 16,411 | $1.6M |
| Composition Wealth, LLC | 0.02% | Add +1.9% | 16,330 | $1.6M |
| Crescent Grove Advisors, LLC | 0.15% | Add +19.4% | 16,288 | $1.6M |
| Prentice Wealth Management LLC | 0.35% | New | 16,125 | $1.6M |
| Edgestream Partners, L.P. | 0.04% | Reduce -64.2% | 15,779 | $1.5M |
| First International Bank of Israel Ltd. | 0.72% | Reduce -4.7% | 15,722 | $1.5M |
| Fiducient Advisors LLC | 0.19% | Add +2.1% | 15,702 | $1.5M |
| Cypress Financial Planning LLC | 0.42% | Reduce -1.2% | 15,533 | $1.5M |
| Prism Advisors, Inc. | 0.40% | Add +6.2% | 15,501 | $1.5M |
| United Advisor Group, LLC | 0.19% | New | 15,357 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +29.8% | 15,350 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +157.1% | 15,282 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -0.7% | 15,119 | $1.5M |
| Generation Capital Management LLC | 0.94% | Add +0.8% | 15,086 | $1.5M |
| Magnolia Private Wealth, LLC | 1.01% | Add +10.0% | 14,975 | $1.4M |
| Cascades Capital Asset Management, LLC | 0.61% | Add +45.9% | 14,786 | $1.4M |
| United Asset Strategies, Inc. | 0.11% | Reduce -14.2% | 14,712 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | New | 14,568 | $1.4M |
| Fulton Breakefield Broenniman LLC | 0.09% | Reduce -4.6% | 14,555 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +229.6% | 14,483 | $1.4M |
| Wallace Advisory Group, LLC | 1.46% | Reduce -12.7% | 14,476 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +1.5% | 14,465 | $1.4M |
| WealthTrust Asset Management, LLC | 0.97% | Add +3.1% | 14,461 | $1.4M |
| Ethos Financial Group, LLC | 0.10% | Reduce -4.6% | 14,387 | $1.4M |
| XTX Topco Ltd | 0.04% | New | 14,337 | $1.4M |
| Clarity Financial LLC | 0.13% | Reduce -14.3% | 14,316 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Reduce -6.9% | 14,235 | $1.4M |
| KG Capital Management | 0.35% | Add +7.4% | 14,154 | $1.4M |
| Axxcess Wealth Management, LLC | 0.02% | Add +8.5% | 14,105 | $1.4M |
| Israel Discount Bank of New York | 3.68% | Reduce -52.1% | 14,061 | $1.4M |
| Evoke Wealth, LLC | 0.03% | Reduce -13.4% | 14,058 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -27.9% | 14,056 | $1.4M |
| Cabana LLC | 10.07% | New | 13,975 | $1.3M |
| Summa Corp. | 0.57% | Add +17.4% | 13,912 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -14.8% | 13,824 | $1.3M |
| Sjbenen Advisory, LLC | 1.38% | — | 13,800 | $1.3M |
| Marshall & Sterling Wealth Advisors Inc. | 0.87% | Add +1908.8% | 13,740 | $1.3M |
| Fifth Third Securities, Inc. | 0.09% | Add +13.0% | 13,719 | $1.3M |
| Andina Capital Management, LLC | 0.79% | Reduce -17.0% | 13,582 | $1.3M |
| HCR Wealth Advisors | 0.13% | Reduce -0.8% | 13,563 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.09% | No change | 13,543 | $1.3M |
| First Community Trust NA | 0.96% | Reduce -11.5% | 13,440 | $1.3M |
| VVR Holdings LLC | 0.67% | — | 13,361 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +6.8% | 13,281 | $1.3M |
| International Assets Investment Management, LLC | 0.09% | Reduce -0.5% | 13,188 | $1.3M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 13,140 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +15.4% | 13,071 | $1.3M |
| Nuveen, LLC | 0.00% | New | 12,692 | $1.2M |
| Valtrion Capital Management, LLC | 1.20% | Add +11.5% | 12,566 | $1.2M |
| Lewis Asset Management, LLC | 0.49% | Reduce -5.2% | 12,476 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | Add +1.7% | 12,454 | $1.2M |
| Carr Financial Group Corp | 0.32% | New | 12,397 | $1.2M |
| Camarda Financial Advisors, LLC | 0.45% | Reduce -6.0% | 12,306 | $1.2M |
| Hanover Advisors Inc. | 0.46% | Reduce -1.0% | 12,256 | $1.2M |
| PFG Investments, LLC | 0.06% | Add +3.7% | 12,242 | $1.2M |
| Zevin Asset Management LLC | 0.16% | New | 12,213 | $1.2M |
| Cosner Financial Group, LLC | 0.60% | Reduce -0.8% | 12,199 | $1.2M |
| Leigh Baldwin & Co., LLC | 0.76% | Reduce -0.2% | 12,049 | $1.2M |
| Heritage Oak Wealth Advisors LLC | 0.43% | Add +169.6% | 12,044 | $1.2M |
| Forza Wealth Management, LLC | 0.42% | Reduce -0.0% | 11,994 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.8% | 11,989 | $1.2M |
| Balefire, LLC | 0.22% | Add +0.2% | 11,796 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +52.8% | 11,790 | $1.1M |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -9.5% | 11,765 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -9.7% | 11,706 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -68.8% | 11,696 | $1.1M |
| Keating Financial Advisory Services, Inc. | 0.15% | — | 11,686 | $1.1M |
| Dedeker Financial LLC | 1.01% | — | 11,685 | $1.1M |
| Gilpin Wealth Management, LLC | 0.89% | — | 11,683 | $1.1M |
| Entelevest, LLC | 1.16% | — | 11,675 | $1.1M |
| WBH Advisory Inc. | 0.08% | Add +2.0% | 11,604 | $1.1M |
| SBI Securities Co., Ltd. | 0.03% | Add +53.8% | 11,601 | $1.1M |
| TriaGen Wealth Management LLC | 0.28% | Add +0.7% | 11,417 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +415.4% | 11,417 | $1.1M |
| CPR Investments Inc. | 0.74% | Reduce -73.4% | 11,406 | $1.1M |
| JB Capital LLC | 0.04% | Add +15.8% | 11,300 | $1.1M |
| Arwa LLC | 0.63% | — | 11,173 | $1.1M |
| Brookwood Investment Group LLC | 0.13% | Reduce -0.1% | 11,004 | $1.1M |
| Evelyn Partners Asset Management Ltd | 0.25% | Add +2.2% | 10,990 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -8.9% | 10,900 | $1.0M |
| Private Trust Co. NA | 0.09% | Add +78.7% | 10,818 | $1.0M |
| Harbour Investments, Inc. | 0.02% | Reduce -1.5% | 10,809 | $1.0M |
| Rollins Financial Advisors, LLC | 0.15% | Reduce -2.9% | 10,805 | $1.0M |
| Hamlin Capital Management, LLC | 0.02% | No change | 10,756 | $1.0M |
| Walleye Trading LLC | 0.02% | New | 10,700 | $1.0M |
| Redwood Investment Management, LLC | 0.12% | New | 10,661 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -0.0% | 10,631 | $1.0M |
| Keebeck Wealth Management | 0.12% | Add +188.3% | 10,581 | $1.0M |
| Regal Investment Advisors LLC | 0.06% | Add +143.8% | 10,574 | $1.0M |
| Union Bancaire Privee, UBP SA | 0.01% | New | 10,457 | $1.0M |
| Lifetime Wealth Management P.C. | 0.64% | — | 10,444 | $1.0M |
| Advance Capital Management, Inc. | 0.04% | Reduce -9.0% | 10,433 | $1.0M |
| Vise Technologies, Inc. | 0.02% | New | 10,433 | $1.0M |
| Paragon Private Wealth Management, LLC | 0.31% | Reduce -11.6% | 10,393 | $999K |
| Paladin Partners, LLC | 0.74% | — | 10,385 | $999K |
| HUB Investment Partners, LLC | 0.03% | Add +9.1% | 10,309 | $991K |
| RiverFront Investment Group, LLC | 0.02% | Reduce -0.8% | 10,214 | $982K |
| Bingham Private Wealth, LLC | 0.85% | — | 10,212 | $982K |
| Fortune Financial Advisors, LLC | 0.66% | Add +0.1% | 10,179 | $979K |
| King Wealth Management Group | 0.12% | Reduce -1.2% | 10,160 | $977K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -11.0% | 10,104 | $972K |
| FDx Advisors, Inc. | 0.49% | Add +0.2% | 10,083 | $970K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +20.0% | 10,053 | $967K |
| IF Advisors, LLC | 0.78% | — | 10,018 | $963K |
| TFB Advisors LLC | 0.27% | Add +17.1% | 9,973 | $959K |
| Center For Asset Management LLC | 0.50% | New | 9,918 | $954K |
| Benjamin Edwards Inc. | 0.01% | Add +21.5% | 9,823 | $945K |
| Flagstar Securities, Inc. | 0.32% | Reduce -71.8% | 9,813 | $944K |
| Roundview Capital LLC | 0.06% | Reduce -2.9% | 9,811 | $943K |
| Acorn Wealth Advisors, LLC | 0.28% | Reduce -31.6% | 9,716 | $934K |
| Phil A. Younker & Associates, Ltd. | 0.65% | No change | 9,705 | $933K |
| Spreng Capital Management, Inc. | 0.37% | Reduce -20.3% | 9,688 | $932K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +4.5% | 9,502 | $914K |
| SteelPeak Wealth, LLC | 0.03% | New | 9,468 | $910K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 9,440 | $908K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -5.2% | 9,306 | $898K |
| Verus Capital Partners, LLC | 0.06% | Add +14.8% | 9,323 | $896K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.2% | 9,322 | $896K |
| Cadia Private Client LLC | 0.71% | — | 9,316 | $896K |
| Bayshore Capital Advisors, LLC | 0.45% | — | 9,270 | $891K |
| TCP Asset Management, LLC | 0.15% | Add +0.2% | 9,260 | $890K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +16.6% | 8,946 | $863K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -15.3% | 8,918 | $858K |
| Roman Butler Fullerton & Co. | 0.23% | New | 8,946 | $857K |
| Rockingstone Advisors LLC | 0.39% | Reduce -14.8% | 8,835 | $850K |
| Constant Guidance Financial LLC | 0.58% | Reduce -80.9% | 8,645 | $831K |
| Core Wealth Partners LLC | 0.37% | Add +29.3% | 8,616 | $829K |
| Quadrant Private Wealth Management, LLC | 0.14% | Add +2.6% | 8,568 | $824K |
| Pursuit Wealth Strategies, LLC | 1.14% | — | 8,427 | $810K |
| Financial Network Wealth Advisors LLC | 0.84% | Add +12.8% | 8,399 | $808K |
| MMBG Investment Advisors Co. | 0.07% | No change | 8,329 | $801K |
| Legacy Wealth Partners, LLC | 0.21% | — | 8,326 | $801K |
| Columbia Advisory Partners LLC | 0.54% | New | 8,304 | $799K |
| Norden Group LLC | 0.08% | Reduce -0.7% | 8,267 | $795K |
| Kestra Investment Management, LLC | 0.02% | Reduce -2.1% | 8,232 | $792K |
| Advyzon Investment Management, LLC | 0.09% | Add +39.1% | 8,164 | $785K |
| Legacy Private Trust Co. | 0.05% | Reduce -18.1% | 8,043 | $773K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +33.9% | 8,026 | $772K |
| Sage Advisors, LLC | 0.51% | New | 8,008 | $770K |
| BridgePort Financial Solutions, LLC | 0.21% | No change | 7,945 | $764K |
| Fiduciary Alliance LLC | 0.05% | Add +1.4% | 7,935 | $763K |
| EJMK Ventures LLC | 0.46% | — | 7,783 | $748K |
| Level Four Advisory Services, LLC | 0.02% | Add +31.1% | 7,780 | $748K |
| Obermeyer Wealth Partners | 0.03% | Reduce -3.4% | 7,719 | $742K |
| Caliber Wealth Management, LLC / KS | 0.08% | Add +10.9% | 7,694 | $740K |
| CoreCap Advisors, LLC | 0.03% | Reduce -43.4% | 7,639 | $735K |
| Transatlantique Private Wealth LLC | 0.23% | Reduce -43.6% | 7,597 | $731K |
| Goelzer Investment Management, Inc. | 0.03% | Add +0.1% | 7,524 | $724K |
| Pathstone Holdings, LLC | 0.00% | Add +2.6% | 7,478 | $719K |
| BTG Pactual Asset Management US LLC | 0.08% | New | 7,555 | $715K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Reduce -5.0% | 7,295 | $701K |
| Pacifica Partners Inc. | 0.31% | Reduce -0.6% | 7,256 | $697K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.30% | Reduce -1.8% | 7,137 | $695K |
| Boyd Watterson Asset Management LLC | 0.20% | Add +34.8% | 7,168 | $689K |
| Narus Financial Partners, LLC | 0.19% | Add +0.4% | 7,150 | $688K |
| First Citizens Asset Management, Inc. | 0.24% | Add +24.9% | 7,148 | $687K |
| Amarillo National Bank | 0.12% | Reduce -2.9% | 7,020 | $675K |
| National Philanthropic Trust | 0.01% | New | 6,992 | $672K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -51.4% | 6,978 | $671K |
| Cary Street Partners Financial LLC | 0.02% | Add +3.9% | 6,976 | $671K |
| Advisor OS, LLC | 0.05% | Add +23.9% | 6,947 | $668K |
| Kovack Advisors, Inc. | 0.03% | Add +148.6% | 6,925 | $666K |
| Savvy Advisors, Inc. | 0.02% | New | 6,881 | $662K |
| Caitlin John, LLC | 0.43% | Add +120.8% | 6,863 | $660K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.7% | 6,851 | $659K |
| XY Planning Network, Inc. | 0.11% | New | 6,850 | $659K |
| Brickley Wealth Management | 0.11% | Add +0.5% | 6,763 | $650K |
| Faithward Advisors, LLC | 0.09% | Reduce -4.7% | 6,657 | $640K |
| Gateway Wealth Partners, LLC | 0.07% | Add +9.7% | 6,636 | $638K |
| Ignite Planners, LLC | 0.10% | Reduce -1.9% | 6,647 | $638K |
| Canandaigua National Trust Co of Florida | 0.40% | Add +190.4% | 6,632 | $638K |
| Two West Capital Advisors LLC | 0.37% | Add +11.9% | 6,623 | $637K |
| Sapient Capital LLC | 0.01% | Reduce -3.9% | 6,582 | $635K |
| Cambridge Advisors Inc. | 0.12% | No change | 6,571 | $632K |
| First Heartland Consultants, Inc. | 0.05% | Add +13.3% | 6,511 | $626K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 6,504 | $625K |
| Invst, LLC | 0.07% | Reduce -14.3% | 6,503 | $625K |
| Breakwater Capital Group | 0.09% | Add +8.7% | 6,481 | $623K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -5.7% | 6,426 | $618K |
| Vectors Research Management, LLC | 0.18% | Reduce -5.4% | 6,302 | $606K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -18.5% | 6,302 | $606K |
| Rik Saylor Financial, Inc. | 0.44% | Reduce -1.3% | 6,299 | $606K |
| Melfa Wealth Management, Inc. | 0.35% | Add +9.8% | 6,283 | $604K |
| Fiduciary Trust Co | 0.01% | Add +17.6% | 6,253 | $601K |
| D L Carlson Investment Group Inc. | 0.10% | Reduce -6.3% | 6,240 | $600K |
| Quadcap Wealth Management, LLC | 0.07% | Add +1.6% | 6,208 | $597K |
| Maridea Wealth Management LLC | 0.09% | Add +2.9% | 6,182 | $594K |
| Patten & Patten Inc. | 0.03% | Reduce -6.5% | 6,158 | $592K |
| Maltin Wealth Management, Inc. | 0.24% | New | 6,145 | $591K |
| Klaas Financial Asset Advisors, LLC | 0.09% | Reduce -0.7% | 6,109 | $587K |
| E&G Advisors, LLC | 0.13% | No change | 6,062 | $583K |
| Jane Street Group, LLC | 0.00% | Reduce -95.0% | 5,959 | $573K |
| Kinloch Capital, LLC | 0.24% | Add +0.8% | 5,871 | $565K |
| Gibbs Wealth Management | 0.14% | Reduce -2.1% | 5,847 | $563K |
| PCM Encore, LLC | 0.12% | — | 5,833 | $561K |
| AQR Capital Management | 0.00% | Add +54.8% | 5,830 | $561K |
| Bowman & Co S.C. | 0.24% | Reduce -18.1% | 5,817 | $559K |
| WealthShield Partners, LLC | 0.06% | Reduce -5.9% | 5,787 | $557K |
| Archer Investment Corp | 0.13% | Reduce -0.1% | 5,785 | $556K |
| American Institute for Advanced Investment Management, LLP | 0.36% | Add +6.2% | 5,782 | $556K |
| BTS Asset Management, Inc. | 0.75% | Reduce -5.0% | 5,752 | $553K |
| Bluedoor Private Wealth, LLC | 0.25% | — | 5,710 | $549K |
| Twin Focus Capital Partners, LLC | 0.06% | Add +95.7% | 5,688 | $547K |
| 5T Wealth, LLC | 0.22% | Reduce -2.4% | 5,639 | $542K |
| Algorithmic Investment Models, LLC | 0.67% | Add +0.7% | 5,614 | $540K |
| Tyche Wealth Partners LLC | 0.09% | New | 5,568 | $535K |
| Prestige Wealth Management Group LLC | 0.10% | Add +460.6% | 5,567 | $535K |
| Maia Wealth LLC | 0.09% | Add +17.4% | 5,524 | $535K |
| Continuum Advisory, LLC | 0.05% | Reduce -15.2% | 5,552 | $534K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +24.4% | 6,032 | $532K |
| Susquehanna International Group, LLP | 0.00% | Reduce -99.6% | 5,504 | $529K |
| Ransom Advisory, Ltd | 0.21% | New | 5,502 | $529K |
| Banque Pictet & Cie SA | 0.01% | Reduce -10.2% | 5,456 | $525K |
| UMB Bank, n.a. | 0.01% | Add +213.8% | 5,419 | $521K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.5% | 5,415 | $521K |
| Deutsche Bank AG | 0.00% | No change | 5,400 | $519K |
| Founders Grove Wealth Partners, LLC | 0.12% | Add +33.8% | 5,380 | $517K |
| AlTi Global, Inc. | 0.01% | No change | 5,373 | $517K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 5,364 | $515K |
| Traphagen Investment Advisors LLC | 0.04% | Add +28.4% | 5,337 | $513K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -27.2% | 5,320 | $512K |
| Magnus Financial Group LLC | 0.04% | Reduce -2.2% | 5,266 | $506K |
| Bluefin Capital Management, LLC | 0.14% | New | 5,237 | $504K |
| Prevail Innovative Wealth Advisors, LLC | 0.09% | New | 5,225 | $502K |
| Gotham Asset Management | 0.00% | New | 5,154 | $496K |
| M3 Advisory Group, LLC | 0.30% | Reduce -16.4% | 5,147 | $495K |
| Cresta Advisors, Ltd. | 0.21% | New | 5,140 | $494K |
| Joel Adams & Associates, Inc. | 0.37% | Add +7.4% | 5,082 | $489K |
| Cadence Bank | 0.03% | Reduce -31.7% | 5,040 | $485K |
| Ducere Wealth Management LLC | 0.19% | — | 5,022 | $483K |
| Eddie Patel Inc | 0.36% | — | 5,022 | $483K |
| Independent Family Office, LLC | 0.20% | Reduce -45.9% | 4,969 | $478K |
| Waystone Advisors LLC | 0.41% | — | 4,964 | $477K |
| Davies Financial Advisors, Inc. | 0.88% | Reduce -68.5% | 4,948 | $476K |
| Innova Wealth Partners | 0.24% | Add +11.9% | 4,930 | $474K |
| Montecito Bank & Trust | 0.08% | Reduce -1.0% | 4,901 | $471K |
| EFG International AG | 0.01% | — | 4,880 | $469K |
| Axis Wealth Partners, LLC | 0.26% | Reduce -44.2% | 4,877 | $469K |
| Creative Financial Designs Inc. | 0.03% | Reduce -11.6% | 4,868 | $468K |
| DKM Wealth Management, Inc. | 0.35% | Reduce -3.1% | 4,828 | $464K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.1% | 4,814 | $463K |
| Larry Mathis Financial Planning, LLC | 0.41% | — | 4,811 | $463K |
| City Center Advisors, LLC | 0.42% | Add +16.7% | 4,785 | $460K |
| Pinnacle Wealth Management Group, Inc. | 0.23% | Add +7.3% | 4,781 | $460K |
| GM Advisory Group, LLC | 0.02% | Reduce -7.9% | 4,755 | $457K |
| WealthCare Investment Partners, LLC | 0.13% | Reduce -46.8% | 4,759 | $457K |
| Realta Investment Advisors | 0.15% | Reduce -3.7% | 4,720 | $454K |
| Oxford Wealth Group, LLC | 0.22% | — | 4,712 | $453K |
| Intergy Private Wealth, LLC | 0.14% | No change | 4,688 | $451K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -29.7% | 4,681 | $450K |
| Parallel Advisors, LLC | 0.01% | Add +4.6% | 4,636 | $446K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +3.0% | 4,627 | $445K |
| Crestwood Advisors Group, LLC | 0.01% | Add +2.1% | 4,590 | $441K |
| Woodward Diversified Capital, LLC | 0.20% | Reduce -29.1% | 4,584 | $441K |
| SouthState Bank Corp | 0.02% | Add +46.0% | 4,563 | $439K |
| Ascentis Independent Advisors | 0.07% | Reduce -66.7% | 4,537 | $436K |
| Glaxis Capital Management, LLC | 0.74% | New | 4,500 | $433K |
| Vanguard Capital Wealth Advisors | 0.35% | Reduce -5.2% | 4,484 | $431K |
| Zhang Financial LLC | 0.02% | New | 4,463 | $429K |
| Neuberger Berman Group LLC | 0.00% | Reduce -37.6% | 4,455 | $428K |
| Blalock Williams, LLC | 0.34% | Reduce -4.1% | 4,427 | $426K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -32.9% | 4,390 | $422K |
| Howe & Rusling Inc. | 0.03% | Add +204.8% | 4,377 | $421K |
| CWC Advisors, LLC. | 0.20% | Reduce -12.1% | 4,335 | $417K |
| Ameriflex Group, Inc. | 0.22% | Reduce -31.5% | 4,322 | $416K |
| Cambiar Investors LLC | 0.02% | No change | 4,313 | $415K |
| Texas Bank & Trust Co | 0.15% | Add +32.2% | 4,307 | $414K |
| Carrera Capital Advisors | 0.07% | Reduce -6.0% | 4,301 | $414K |
| Spirit of America Management Corp. | 0.09% | Reduce -31.9% | 4,277 | $412K |
| J.E. Simmons & Co., P.C. | 0.26% | — | 4,226 | $406K |
| M&T Bank Corp | 0.00% | Reduce -2.5% | 4,206 | $404K |
| Hyundai Investments Co., Ltd. | 0.39% | New | 4,186 | $404K |
| Diversify Wealth Management, LLC | 0.02% | Add +45.6% | 4,192 | $404K |
| Journey Retirement Planning & Investment Management LLC | 0.08% | — | 4,188 | $403K |
| Regions Financial Corp. | 0.00% | Add +19.1% | 4,178 | $402K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -47.0% | 4,165 | $401K |
| Guidance Capital, Inc. | 0.10% | Reduce -60.9% | 4,177 | $400K |
| WESPAC Advisors, LLC | 0.22% | No change | 4,135 | $398K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +21.5% | 4,133 | $397K |
| CCG Wealth Management, LLC | 0.17% | New | 4,104 | $395K |
| Wolverine Asset Management LLC | 0.02% | No change | 4,100 | $394K |
| Cambient Family Office, LLC | 0.06% | — | 4,082 | $393K |
| Berger Financial Group, Inc | 0.02% | Reduce -2.0% | 4,079 | $392K |
| High Falls Advisors, Inc | 0.08% | Reduce -4.5% | 4,062 | $391K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 4,031 | $388K |
| Wellington-Altus USA Inc. | 0.29% | — | 4,022 | $387K |
| Founders Financial Securities LLC | 0.02% | Add +34.5% | 4,006 | $385K |
| Westfuller Advisors, LLC | 0.15% | No change | 3,959 | $381K |
| American Financial Advisors, LLC | 0.05% | Reduce -21.0% | 3,932 | $378K |
| Gaddis Premier Wealth Advisors LLC | 0.29% | — | 3,931 | $378K |
| Copia Wealth Management | 0.27% | Add +158.0% | 3,914 | $376K |
| Triumph Capital Management | 0.08% | New | 3,913 | $376K |
| Lunt Capital Management, Inc. | 0.14% | Add +4.4% | 3,902 | $375K |
| Braeburn Wealth Management LLC | 0.19% | — | 3,874 | $373K |
| Benin Management CORP | 0.08% | New | 3,793 | $365K |
| StoneX Group Inc. | 0.02% | Add +11.1% | 3,751 | $361K |
| Centennial Bank | 0.14% | Reduce -4.6% | 3,747 | $360K |
| Nottingham Advisors, Inc. | 0.05% | Reduce -7.5% | 3,723 | $358K |
| Pinnacle Bancorp, Inc. | 0.10% | Reduce -28.5% | 3,675 | $353K |
| Aurora Private Wealth, Inc. | 0.23% | — | 3,670 | $353K |
| Patten Group, Inc. | 0.07% | Reduce -12.3% | 3,668 | $353K |
| International Private Wealth Advisors LLC | 0.22% | New | 3,660 | $352K |
| Calton & Associates, Inc. | 0.05% | Reduce -23.9% | 3,649 | $351K |
| Strathmore Capital Advisors, Inc. | 0.11% | No change | 3,566 | $343K |
| Tull Financial Group, Inc. | 0.15% | Add +1.3% | 3,547 | $341K |
| SageGuard Financial Group, LLC | 0.05% | — | 3,531 | $340K |
| TSA Wealth Managment LLC | 0.11% | Add +7.1% | 3,493 | $336K |
| Nwam LLC | 0.02% | Reduce -1.3% | 3,475 | $334K |
| Tran Capital Management, L.P. | 0.04% | No change | 3,450 | $332K |
| R. W. Roge & Company, Inc. | 0.16% | No change | 3,444 | $331K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 3,445 | $329K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.8% | 3,377 | $325K |
| SFE Investment Counsel | 0.05% | Reduce -2.5% | 3,359 | $323K |
| BayBridge Capital Group, LLC | 0.20% | Reduce -54.4% | 3,337 | $321K |
| F/m Investments LLC | 0.01% | No change | 3,332 | $320K |
| Sovereign Financial Group, Inc. | 0.06% | Add +1.1% | 3,325 | $320K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | Add +493.4% | 3,311 | $318K |
| Alpha Cubed Investments, LLC | 0.01% | Add +28.0% | 3,301 | $317K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +149.1% | 3,286 | $316K |
| Strategy Asset Managers LLC | 0.05% | Reduce -0.1% | 3,282 | $316K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.3% | 3,277 | $315K |
| Hudson Capital Management LLC | 0.08% | Add +5.1% | 3,272 | $315K |
| Advisory Alpha, LLC | 0.01% | Add +40.9% | 3,261 | $314K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -13.6% | 3,250 | $313K |
| Lockerman Financial Group, Inc. | 0.60% | Reduce -2.0% | 3,248 | $312K |
| Bramshill Investments, LLC | 0.02% | Add +8.7% | 3,248 | $312K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -14.7% | 3,229 | $311K |
| Retirement Planning Group, LLC | 0.01% | New | 3,216 | $309K |
| Mma Asset Management LLC | 0.11% | New | 3,189 | $307K |
| TCFG Wealth Management, LLC | 0.12% | New | 3,149 | $303K |
| Endowment Wealth Management, Inc. | 0.14% | New | 3,127 | $301K |
| Pacific Financial Group Inc. | 0.17% | Reduce -28.7% | 3,116 | $300K |
| EP Wealth Advisors, LLC | 0.00% | — | 3,103 | $298K |
| KPP Advisory Services LLC | 0.04% | No change | 3,069 | $295K |
| Flow Traders U.S. LLC | 0.01% | New | 3,070 | $295K |
| Westside Investment Management, Inc. | 0.05% | Add +0.2% | 3,066 | $295K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 3,066 | $295K |
| Northwest Financial Advisors | 0.60% | New | 3,049 | $293K |
| 4J Wealth Management LLC | 0.17% | Reduce -6.3% | 3,048 | $293K |
| Shayne & Jacobs, LLC | 0.09% | No change | 3,040 | $292K |
| Second Half Financial Partners, LLC | 0.13% | No change | 3,039 | $292K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.0% | 3,016 | $290K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -86.4% | 3,006 | $289K |
| Accretive Wealth Partners, LLC | 0.09% | No change | 3,000 | $288K |
| Moneco Advisors, LLC | 0.02% | New | 2,996 | $288K |
| FC Advisory LLC | 0.08% | Add +1.0% | 2,987 | $287K |
| Investment Advisory Group, LLC | 0.07% | Reduce -0.1% | 2,979 | $286K |
| AlphaCentric Advisors LLC | 0.28% | — | 2,965 | $285K |
| Regimen Wealth, LLC | 0.08% | Add +2.5% | 2,918 | $281K |
| WealthTrak Capital Management LLC | 0.20% | Reduce -15.6% | 2,909 | $280K |
| Retirement Income Solutions, Inc. | 0.05% | Reduce -17.4% | 2,909 | $280K |
| Stirlingshire Investments, Inc. | 0.25% | — | 2,886 | $277K |
| Old National Bancorp | 0.00% | Add +9.9% | 2,880 | $277K |
| Associated Banc-Corp | 0.01% | No change | 2,848 | $274K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.3% | 2,817 | $271K |
| Franklin Resources Inc. | 0.00% | Reduce -66.1% | 2,810 | $270K |
| Rathbones Group PLC | 0.00% | No change | 2,797 | $269K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -4.9% | 2,785 | $268K |
| West Michigan Advisors, LLC | 0.06% | Reduce -1.3% | 2,772 | $267K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 2,772 | $267K |
| GC Wealth Management RIA, LLC | 0.01% | Add +4.3% | 2,767 | $266K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -17.2% | 2,764 | $266K |
| Lazari Capital Management, Inc. | 0.09% | Add +0.3% | 2,747 | $264K |
| M.E. Allison & Co., Inc. | 0.18% | Add +25.9% | 2,746 | $264K |
| Catalyst Private Wealth, LLC | 0.12% | Reduce -2.0% | 2,740 | $263K |
| Forbes J M & Co. LLP | 0.02% | No change | 2,732 | $263K |
| Rossby Financial, LCC | 0.08% | Reduce -94.3% | 2,672 | $257K |
| Institute for Wealth Management, LLC. | 0.03% | New | 2,670 | $257K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -19.6% | 2,647 | $254K |
| NBT Bank, N.A. | 0.02% | No change | 2,627 | $253K |
| JDM Financial Group LLC | 0.10% | New | 2,615 | $251K |
| Noble Wealth Management PBC | 0.13% | Reduce -12.8% | 2,614 | $251K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.4% | 2,586 | $249K |
| Chapman Financial Group, LLC | 0.17% | Add +35.3% | 2,570 | $247K |
| VestGen Advisors, LLC | 0.01% | Add +19.4% | 2,566 | $247K |
| Wealthgarden F.S. LLC | 0.16% | New | 2,565 | $246K |
| Welch & Forbes LLC | 0.00% | Reduce -0.6% | 2,551 | $245K |
| Pathfinder Wealth Consulting, Inc. | 0.15% | — | 2,521 | $242K |
| BLVD Private Wealth, LLC | 0.21% | New | 2,509 | $241K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 2,500 | $240K |
| Capital Investment Counsel, LLC | 0.03% | Reduce -44.2% | 2,495 | $240K |
| Rational Advisors, Inc. | 0.03% | Add +866.7% | 2,494 | $240K |
| Detalus Advisors, LLC | 0.06% | New | 2,491 | $240K |
| Plimoth Trust Co. LLC | 0.05% | Reduce -3.8% | 2,490 | $239K |
| Allworth Financial LP | 0.00% | Reduce -3.4% | 2,451 | $236K |
| Rede Wealth, LLC | 0.08% | New | 2,448 | $235K |
| Diligent Investors, LLC | 0.06% | Reduce -0.2% | 2,445 | $235K |
| Surience Private Wealth LLC | 0.26% | New | 2,433 | $234K |
| Arrien Investments, Inc. | 0.13% | Reduce -12.6% | 2,431 | $234K |
| Facet Wealth, Inc. | 0.00% | New | 2,389 | $229K |
| Balboa Wealth Partners | 0.04% | Reduce -5.5% | 2,382 | $229K |
| Syon Capital LLC | 0.01% | Reduce -3.1% | 2,380 | $229K |
| Drake & Associates, LLC | 0.05% | New | 2,360 | $227K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 2,358 | $227K |
| Genesis Wealth Advisors, LLC | 0.15% | Reduce -2.5% | 2,353 | $226K |
| Acute Investment Advisory, LLC | 2.19% | Reduce -14.0% | 2,350 | $226K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 2,339 | $225K |
| Archer Investment Management, LLC | 0.12% | New | 2,331 | $224K |
| Bigelow Investment Advisors, LLC | 0.09% | New | 2,324 | $223K |
| Pinkerton Wealth, LLC | 0.02% | Reduce -12.6% | 2,306 | $222K |
| TopTier Wealth Management, LLC | 0.15% | — | 2,304 | $222K |
| Jacobi Capital Management LLC | 0.01% | Add +0.0% | 2,303 | $221K |
| Pasadena Private Wealth, LLC | 0.03% | Reduce -27.0% | 2,286 | $220K |
| Moller Wealth Partners | 0.05% | Reduce -18.0% | 2,272 | $218K |
| Accelerate Investment Advisors LLC | 0.15% | New | 2,260 | $217K |
| Palisade Asset Management, LLC | 0.02% | No change | 2,250 | $216K |
| Indivisible Partners | 0.02% | — | 2,248 | $216K |
| Camden National Bank | 0.03% | No change | 2,248 | $216K |
| Glenview Trust Co | 0.00% | No change | 2,234 | $215K |
| BankPlus Wealth Management LLC | 0.12% | New | 2,223 | $214K |
| Busey Bank | 0.01% | Reduce -1.5% | 2,214 | $213K |
| Dover Advisors, LLC | 0.08% | No change | 2,199 | $211K |
| Transmarket Holdings LP | 0.15% | — | 2,197 | $211K |
| Phillips Wealth Planners LLC | 0.17% | Add +4.4% | 2,205 | $211K |
| BDFS Capital LLC | 0.11% | — | 2,179 | $210K |
| Transce3nd, LLC | 1.69% | New | 2,181 | $209K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -33.6% | 2,175 | $209K |
| Turim 21 Investimentos Ltda. | 0.08% | Reduce -80.9% | 2,166 | $208K |
| Integrated Investment Consultants, LLC | 0.04% | No change | 2,157 | $207K |
| Milestone Asset Management, LLC | 0.04% | Reduce -0.1% | 2,152 | $207K |
| LifeWealth Investments, LLC | 0.07% | New | 2,147 | $206K |
| Gradient Investments LLC | 0.00% | New | 2,146 | $206K |
| JCIC Asset Management Inc. | 0.06% | No change | 2,145 | $206K |
| Stapp Wealth Management, PLLC | 0.26% | No change | 2,133 | $205K |
| Boyce & Associates Wealth Consulting, Inc. | 0.17% | New | 2,130 | $205K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -9.3% | 2,128 | $205K |
| Burke & Herbert Bank & Trust Co. | 0.06% | No change | 2,117 | $204K |
| Investment Planning Advisors, Inc. | 0.06% | Add +0.3% | 2,104 | $202K |
| Bayban | 0.18% | — | 2,100 | $202K |
| Financial Management Network Inc. | 0.03% | New | 2,097 | $201K |
| Caldwell Sutter Capital, Inc. | 0.09% | Reduce -19.7% | 2,088 | $201K |
| MCF Advisors LLC | 0.01% | Add +94.1% | 1,922 | $185K |
| Hollencrest Capital Management | 0.01% | No change | 1,887 | $181K |
| Larson Financial Group LLC | 0.01% | Reduce -2.8% | 1,852 | $178K |
| Evolution Wealth Management Inc. | 0.14% | Add +6146.4% | 1,749 | $168K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,722 | $166K |
| Portfolio Resources Advisor Group, Inc. | 0.16% | — | 1,635 | $157K |
| Vision Retirement, LLC | 0.04% | — | 1,594 | $153K |
| Centaurus Financial, Inc. | 0.01% | New | 1,574 | $151K |
| CX Institutional | 0.00% | Add +151.6% | 1,517 | $146K |
| Mechanics Financial Corp | 0.05% | Reduce -11.7% | 1,510 | $145K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,490 | $143K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -47.8% | 1,474 | $142K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 1,437 | $138K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,437 | $138K |
| Ballast Advisors LLC | 0.04% | No change | 1,424 | $137K |
| St Germain D J Co. Inc. | 0.01% | Reduce -4.7% | 1,411 | $136K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.6% | 1,379 | $133K |
| Sound Income Strategies, LLC | 0.01% | Add +55.0% | 1,352 | $130K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,334 | $128K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,286 | $124K |
| Highline Wealth Partners LLC | 0.03% | Add +0.6% | 1,189 | $114K |
| CIBC Private Wealth Group LLC | 0.00% | Add +197.9% | 1,111 | $107K |
| Finley Financial, LLC | 0.05% | No change | 1,050 | $101K |
| Bfsg, LLC | 0.01% | Add +38.1% | 1,032 | $99K |
| Webster Bank, N. A. | 0.01% | No change | 1,013 | $97K |
| Alerus Financial NA | 0.00% | Reduce -80.1% | 922 | $89K |
| Signature Equity Partners, LLC | 0.05% | — | 919 | $88K |
| SageView Advisory Group, LLC | 0.00% | New | 915 | $88K |
| Van Eck Associates Corp. | 0.00% | Add +26.1% | 885 | $85K |
| Nemes Rush Group LLC | 0.01% | Add +87.5% | 870 | $84K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 810 | $78K |
| Angeles Wealth Management, LLC | 0.00% | New | 810 | $78K |
| Pingora Partners LLC | 0.05% | Reduce -20.0% | 800 | $77K |
| Graney & King, LLC | 0.04% | Reduce -0.9% | 792 | $76K |
| Ancora Advisors LLC | 0.00% | No change | 788 | $76K |
| Pflug Koory, LLC | 0.03% | No change | 761 | $73K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.3% | 715 | $69K |
| Colonial Trust Co / SC | 0.01% | Reduce -23.9% | 713 | $69K |
| Piscataqua Savings Bank | 0.05% | New | 706 | $68K |
| Toth Financial Advisory Corp. | 0.01% | New | 701 | $67K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 602 | $58K |
| Cedar Wealth Management, LLC | 0.02% | No change | 595 | $57K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | Add +0.2% | 589 | $57K |
| Brown Brothers Harriman & Co. | 0.00% | Add +184.5% | 589 | $57K |
| Crewe Advisors LLC | 0.00% | No change | 570 | $55K |
| PFS Partners, LLC | 0.03% | No change | 567 | $55K |
| Bokf, NA | 0.00% | Reduce -35.4% | 565 | $54K |
| Dogwood Wealth Management LLC | 0.02% | Reduce -11.1% | 505 | $49K |
| Powell Investment Advisors, LLC | 0.02% | No change | 501 | $48K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 499 | $48K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -54.9% | 475 | $46K |
| Glen Eagle Advisors, LLC | 0.01% | Add +3553.8% | 475 | $46K |
| Arax Advisory Partners | 0.00% | New | 469 | $45K |
| Barrett & Company, Inc. | 0.01% | No change | 460 | $44K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -2.4% | 457 | $44K |
| Lavaca Capital LLC | 0.01% | New | 454 | $44K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -97.3% | 448 | $43K |
| Covestor Ltd | 0.02% | Add +114.0% | 443 | $43K |
| Princeton Global Asset Management LLC | 0.01% | New | 436 | $42K |
| Fairscale Capital, LLC | 0.03% | Reduce -35.0% | 409 | $39K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -3.9% | 400 | $38K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 391 | $38K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 371 | $36K |
| BankChampaign, National Association | 0.03% | — | 5,346 | $34K |
| Park Place Capital Corp | 0.01% | Reduce -75.1% | 345 | $33K |
| Rothschild Investment LLC | 0.00% | Reduce -27.0% | 344 | $33K |
| Red Reef Advisors LLC | 0.03% | — | 337 | $32K |
| BankPlus Trust Department | 0.01% | No change | 335 | $32K |
| McIlrath & Eck, LLC | 0.00% | Add +882.4% | 334 | $32K |
| Rice Partnership, LLC | 0.00% | Reduce -40.1% | 325 | $31K |
| Capital Investment Counsel, Inc | 0.00% | New | 325 | $31K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 318 | $31K |
| Tucker Asset Management LLC | 0.01% | Reduce -12.0% | 315 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 301 | $29K |
| WFA of San Diego, LLC | 0.02% | No change | 300 | $29K |
| Asset Dedication, LLC | 0.00% | No change | 297 | $29K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 287 | $28K |
| AdvisorNet Financial, Inc | 0.00% | Add +125.4% | 275 | $26K |
| Coastline Trust Co | 0.00% | Add +55.9% | 265 | $25K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.2% | 261 | $25K |
| Elevated Capital Advisors, LLC | 0.01% | New | 259 | $25K |
| Robinswood Financial LLC | 0.01% | No change | 255 | $25K |
| Richardson Financial Services Inc. | 0.01% | Add +963.6% | 117 | $24K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Add +1.2% | 246 | $24K |
| Pioneer Family Office, LLC | 0.02% | — | 244 | $23K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -24.4% | 235 | $23K |
| West Branch Capital LLC | 0.01% | Add +0.9% | 232 | $22K |
| Tsfg, LLC | 0.00% | Add +0.9% | 226 | $22K |
| Versant Capital Management, Inc | 0.00% | Reduce -79.5% | 223 | $21K |
| Coston, McIsaac & Partners | 0.00% | No change | 210 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 203 | $20K |
| Register Financial Advisors LLC | 0.01% | Add +3.7% | 197 | $19K |
| Bangor Savings Bank | 0.00% | Reduce -62.5% | 188 | $18K |
| Luminist Capital LLC | 0.02% | Add +5.2% | 182 | $17K |
| Trust Co | 0.00% | No change | 180 | $17K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 172 | $17K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 169 | $16K |
| Hurley Capital, LLC | 0.01% | Add +1.3% | 162 | $16K |
| Comprehensive Financial Planning, Inc. | 0.01% | New | 155 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 147 | $14K |
| Key Capital Management, INC | 0.01% | — | 134 | $13K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -90.7% | 132 | $13K |
| Steph & Co. | 0.00% | New | 126 | $12K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 126 | $12K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | New | 125 | $12K |
| Avion Wealth | 0.00% | No change | 131 | $12K |
| Trust Co. of Toledo NA | 0.00% | No change | 117 | $11K |
| Horizon Investments, LLC | 0.00% | No change | 108 | $10K |
| First Command Advisory Services, Inc. | 0.00% | New | 108 | $10K |
| WealthCollab, LLC | 0.00% | New | 105 | $10K |
| Country Trust Bank | 0.00% | New | 105 | $10K |
| Rakuten Securities, Inc. | 0.00% | Reduce -49.3% | 103 | $10K |
| Investors Research Corp | 0.00% | Reduce -49.0% | 101 | $10K |
| Y.D. More Investments Ltd | 0.00% | No change | 100 | $10K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 99 | $10K |
| Clearstead Trust, LLC | 0.00% | Reduce -76.9% | 99 | $10K |
| Addison Advisors LLC | 0.00% | No change | 96 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -9.4% | 96 | $9K |
| Rogco, LP | 0.00% | No change | 94 | $9K |
| Networth Advisors, LLC | 0.01% | — | 91 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | New | 91 | $9K |
| Provenance Wealth Advisors, LLC | 0.00% | Add +143.2% | 90 | $9K |
| Chilton Capital Management LLC | 0.00% | No change | 86 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 85 | $8K |
| Costello Asset Management, INC | 0.00% | No change | 76 | $7K |
| Tidemark, LLC | 0.00% | No change | 71 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 71 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | Add +366.7% | 70 | $7K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 66 | $6K |
| Optima Capital LLC | 0.00% | Reduce -99.6% | 66 | $6K |
| Key Financial Inc | 0.00% | Add +124.1% | 65 | $6K |
| Community Bank, N.A. | 0.00% | No change | 65 | $6K |
| Balentine LLC | 0.00% | Reduce -78.7% | 65 | $6K |
| Root Financial Partners, LLC | 0.00% | No change | 64 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -43.9% | 64 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 59 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 56 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 54 | $5K |
| Arcadia Investment Management Corp. | 0.00% | New | 50 | $5K |
| Premier Financial Group | 0.00% | New | 47 | $5K |
| NWK Group, Inc. | 0.00% | Reduce -88.3% | 45 | $4K |
| Motco | 0.00% | No change | 44 | $4K |
| Reicon Wealth Advisors, LLC | 0.00% | — | 43 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | — | 41 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| TCTC Holdings, LLC | 0.00% | No change | 39 | $4K |
| Imprint Wealth LLC | 0.02% | Reduce -50.0% | 37 | $4K |
| Stone House Investment Management, LLC | 0.00% | New | 34 | $3K |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -89.0% | 33 | $3K |
| Natixis | 0.00% | Reduce -99.7% | 31 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 24 | $2K |
| Align Financial, LLC | 0.00% | — | 2,212 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 20 | $2K |
| Eukles Asset Management | 0.00% | No change | 20 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 14 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 12 | $1K |
| NFSG Corp | 0.00% | No change | 12 | $1K |
| Smithfield Trust Co | 0.00% | No change | 12 | $1K |
| First Pacific Financial | 0.00% | New | 10 | $965 |
| Sankala Group LLC | 0.00% | — | 6 | $611 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 6 | $577 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $498 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 5 | $481 |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 3 | $289 |
| Northwest Capital Management Inc | 0.00% | Reduce -99.6% | 2 | $192 |
| Park Square Financial Group, LLC | 0.00% | Reduce -99.0% | 1 | $92 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $78 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $64 |
"% 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.