iShares 7-10 Year Treasury BIEFETF
13F holders, Q2 2026 (June 30)1,142holders +22
133new positions
97sold out
5famous investors
$94.54avg. 13F price*
At the end of Q2 2026, 1,142 institutions reported holding iShares 7-10 Year Treasury B (IEF) in their 13F filings, up 22 from Q1 2026. 133 opened new positions and 97 sold out. The largest holders were Fisher Asset Management ($15.2B), JPMorgan Chase & Co. ($3.3B) and FMR LLC ($2.3B). 5 famous investors held it, including Ken Fisher (4.5% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $365.4M |
| Exits | 97 | $587.9M |
All 13F filers, Q1 2026 → Q2 2026: 37,874,598 shares bought and 28,938,336 shares sold, net +8,936,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,142 holders
| Fisher Asset Management | 4.53% | Add +9.5% | 160,964,153 | $15.2B |
| JPMorgan Chase & Co. | 0.19% | Reduce -1.3% | 34,258,086 | $3.3B |
| FMR LLC | 0.10% | Reduce -31.0% | 24,180,402 | $2.3B |
| Bank of America Corp. | 0.13% | Reduce -7.0% | 21,307,333 | $2.0B |
| Ameriprise Financial Inc. | 0.36% | Add +0.1% | 18,527,894 | $1.8B |
| Envestnet Asset Management Inc. | 0.34% | Add +4.3% | 15,382,662 | $1.5B |
| Morgan Stanley | 0.07% | Add +12.6% | 14,392,916 | $1.4B |
| PNC Financial Services Group, Inc. | 0.41% | Add +3.6% | 8,734,310 | $826.0M |
| Raymond James Financial Inc. | 0.19% | Add +10.9% | 7,544,180 | $713.5M |
| Blue Trust, Inc. | 7.18% | Add +11.8% | 7,239,129 | $684.6M |
| LPL Financial LLC | 0.13% | Add +2.5% | 6,108,454 | $577.7M |
| Captrust Financial Advisors | 0.84% | Add +7.5% | 5,768,269 | $545.5M |
| UBS Group AG | 0.08% | Add +29.8% | 5,420,410 | $512.6M |
| Northwestern Mutual Wealth Management Co. | 0.26% | Add +4.5% | 5,068,013 | $479.3M |
| Bank of Montreal | 0.15% | Reduce -2.8% | 4,300,120 | $406.7M |
| BlackRock, Inc. | 0.01% | Add +7.6% | 3,917,957 | $370.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.82% | Add +5.1% | 3,325,316 | $315.9M |
| Wells Fargo & Company | 0.05% | Add +5.2% | 3,204,490 | $303.0M |
| Baird Financial Group, Inc. | 0.35% | Reduce -2.1% | 2,666,597 | $252.2M |
| Mutual Advisors, LLC | 4.48% | Add +15.8% | 2,512,956 | $237.7M |
| Alliancebernstein L.P. | 0.07% | Reduce -19.5% | 2,065,753 | $197.2M |
| Peavine Capital, LLC | 39.75% | Add +11.9% | 1,982,121 | $187.4M |
| Wealthcare Capital Management LLC | 16.54% | Add +1.8% | 1,843,045 | $174.3M |
| Harvest Portfolios Group Inc. | 2.46% | Reduce -2.9% | 1,841,499 | $174.2M |
| Cerity Partners OCIO LLC | 8.70% | Reduce -3.8% | 1,817,337 | $171.9M |
| Stifel Financial Corp. | 0.14% | Add +18.1% | 1,816,898 | $171.8M |
| Jupiter Topco LLC | 0.07% | — | 1,787,909 | $169.1M |
| Truist Financial Corp. | 0.20% | Reduce -6.8% | 1,783,901 | $168.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +46.7% | 1,602,239 | $151.5M |
| Cetera Investment Advisers | 0.12% | Add +1.5% | 1,436,190 | $135.8M |
| Janney Montgomery Scott LLC | 0.25% | Add +6.4% | 1,371,260 | $129.7M |
| AIA Group Ltd | 1.61% | Add +76.8% | 1,350,527 | $127.7M |
| Royal Bank of Canada | 0.02% | Reduce -60.9% | 1,325,751 | $125.4M |
| Focus Partners Wealth | 0.13% | Reduce -0.9% | 1,294,903 | $122.5M |
| Citigroup Inc. | 0.06% | Add +271.4% | 1,284,765 | $121.5M |
| Members Trust Co | 3.71% | Reduce -0.8% | 1,259,227 | $119.1M |
| Liberty Mutual Group Asset Management Inc. | 9.76% | No change | 1,182,507 | $111.8M |
| RiverFront Investment Group, LLC | 1.45% | Add +4.6% | 1,161,082 | $109.8M |
| Ally Invest Advisors Inc. | 6.42% | Add +5.1% | 1,124,596 | $106.4M |
| Greenleaf Trust | 0.97% | Add +10.9% | 1,064,492 | $100.7M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -12.0% | 1,072,839 | $100.4M |
| Cerity Partners LLC | 0.12% | Add +7.9% | 1,061,624 | $100.4M |
| Coldstream Capital Management Inc. | 1.24% | Add +4.7% | 1,037,188 | $98.1M |
| McElhenny Sheffield Capital Management, LLC | 23.83% | New | 1,017,476 | $96.2M |
| Wealthcare Advisory Partners LLC | 1.81% | Reduce -5.9% | 1,008,438 | $95.4M |
| Avalon Advisory Group | 32.52% | Add +0.7% | 931,110 | $88.1M |
| Sumitomo Mitsui Financial Group, Inc. | 1.58% | Add +2.6% | 877,332 | $83.0M |
| Greenwood Gearhart LLC | 3.76% | Add +6.9% | 854,092 | $80.8M |
| WestEnd Advisors, LLC | 1.80% | Add +9.4% | 852,633 | $80.6M |
| 3EDGE Asset Management, LP | 3.56% | Reduce -5.7% | 843,322 | $79.8M |
| Matauro, LLC | 10.29% | Add +7.7% | 823,365 | $77.9M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Reduce -19.0% | 812,707 | $76.9M |
| MML Investors Services, LLC | 0.15% | Add +18.2% | 771,426 | $73.0M |
| Moore Capital Management, LP | 1.72% | New | 770,000 | $72.8M |
| CenturyLink Investment Management Co | 54.73% | No change | 746,500 | $70.6M |
| HighTower Advisors, LLC | 0.07% | Add +39.1% | 743,484 | $70.3M |
| Raub Brock Capital Management LP | 19.29% | Reduce -2.8% | 741,129 | $70.1M |
| SG Americas Securities, LLC | 0.04% | Add +352.9% | 695,911 | $65.8M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -2.4% | 687,507 | $65.0M |
| NorthRock Partners, LLC | 0.91% | Add +26.4% | 662,231 | $62.6M |
| Garde Capital, Inc. | 2.71% | Add +5.0% | 640,024 | $60.5M |
| Betterment LLC | 0.10% | Add +255.7% | 597,634 | $56.5M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Add +114.0% | 595,640 | $56.3M |
| Assetmark, Inc. | 0.10% | Reduce -55.8% | 590,829 | $55.9M |
| Arkos Global Advisors | 6.59% | Reduce -2.1% | 588,479 | $55.7M |
| Prudent Investors Network, Inc. | 10.73% | Add +6.5% | 585,975 | $55.4M |
| Eastern Bank | 0.83% | Add +4236.1% | 570,453 | $53.9M |
| Susquehanna International Group, LLP | 0.05% | Add +996.4% | 560,805 | $53.0M |
| Bogart Wealth, LLC | 1.81% | Add +5.7% | 558,248 | $52.8M |
| Twele Capital Management, Inc. | 8.37% | Add +9.0% | 541,981 | $51.3M |
| Patton Fund Management, Inc. | 10.69% | Add +2.5% | 522,470 | $49.4M |
| Partners Capital Investment Group, LLP | 1.71% | Reduce -5.8% | 513,242 | $48.5M |
| GenWealth Group, Inc. | 7.51% | Add +4.2% | 509,980 | $48.2M |
| LifeGuide Financial Advisors, LLC | 13.63% | Add +8.2% | 506,239 | $47.9M |
| Ironwood Wealth Management, LLC. | 10.07% | Add +9.1% | 480,303 | $45.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +4.7% | 473,040 | $44.7M |
| Sompo Asset Management Co., Ltd. | 7.34% | Add +10.5% | 473,019 | $44.7M |
| Evergreen Capital Management LLC | 0.78% | Add +662.3% | 470,944 | $44.5M |
| IFP Advisors, Inc | 0.80% | Add +31.9% | 467,027 | $44.2M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +8.3% | 461,576 | $43.7M |
| MAI Capital Management | 0.16% | Reduce -27.4% | 455,680 | $43.1M |
| Victory Capital Management Inc. | 0.02% | Add +9.0% | 435,844 | $41.2M |
| First Trust Advisors LP | 0.02% | Add +64.1% | 433,409 | $41.0M |
| Beacon Wealthcare LLC | 12.72% | Add +1.7% | 419,938 | $39.7M |
| Virtue Capital Management, LLC | 5.30% | Add +40.2% | 419,798 | $39.7M |
| Focus Financial Network, Inc. | 1.19% | Add +5.8% | 405,791 | $38.4M |
| Kestra Advisory Services, LLC | 0.12% | Add +0.4% | 395,637 | $37.4M |
| Community Financial Services Group, LLC | 5.33% | Reduce -12.0% | 389,041 | $36.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -8.6% | 386,100 | $36.5M |
| Summit Global Investments | 1.99% | Add +11.3% | 385,680 | $36.5M |
| First Financial Bank - Trust Division | 2.59% | Add +8.8% | 384,021 | $36.3M |
| NewEdge Advisors, LLC | 0.11% | Add +3.7% | 382,730 | $36.2M |
| Portland Global Advisors LLC | 3.33% | Add +96.3% | 370,555 | $35.0M |
| Haverford Trust Co | 0.29% | Add +88.8% | 359,936 | $34.0M |
| TPG Financial Advisors, LLC | 10.16% | Add +40.0% | 359,592 | $34.0M |
| Jane Street Group, LLC | 0.02% | Add +3627.3% | 333,592 | $31.5M |
| Karpus Management, Inc. | 0.90% | Add +1118.7% | 331,612 | $31.4M |
| Joule Financial, LLC | 8.38% | Reduce -0.4% | 326,912 | $30.9M |
| Sachem Hill LLC | 5.46% | Add +3.1% | 324,839 | $30.7M |
| Fifth Third Bancorp | 0.05% | Add +3.5% | 323,523 | $30.6M |
| Kingsview Wealth Management, LLC | 0.37% | Add +10.7% | 323,298 | $30.6M |
| Modern Wealth Management, LLC | 0.36% | Add +67.6% | 322,359 | $30.5M |
| Brown Advisory Inc. | 0.05% | Reduce -4.2% | 311,661 | $29.5M |
| First Citizens Bank & Trust Co. | 0.43% | Add +1100.7% | 305,611 | $28.9M |
| OneDigital Investment Advisors LLC | 0.24% | Add +54.4% | 299,624 | $28.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -26.7% | 299,401 | $28.3M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +10.1% | 298,082 | $28.2M |
| Keel Point, LLC | 1.58% | Reduce -2.4% | 282,810 | $26.7M |
| Barings LLC | 0.50% | Reduce -2.2% | 281,884 | $26.7M |
| Invariant Investment Management | 15.37% | Add +24.9% | 278,454 | $26.2M |
| West Paces Advisors Inc. | 4.31% | Reduce -10.9% | 271,846 | $25.7M |
| United Capital Management of KS, Inc. | 3.37% | Add +4.8% | 271,552 | $25.7M |
| Rafferty Asset Management, LLC | 0.06% | Reduce -12.4% | 268,542 | $25.4M |
| Mather Group, Llc. | 0.22% | Add +0.8% | 267,986 | $25.3M |
| Tulsa Wealth Advisors, INC | 3.53% | Add +6.4% | 265,290 | $25.1M |
| Wealth Management Resources, Inc. | 7.59% | Reduce -11.2% | 260,316 | $24.6M |
| Hantz Financial Services, Inc. | 0.33% | Add +2.1% | 257,478 | $24.4M |
| US Bancorp \de | 0.03% | Reduce -7.0% | 255,552 | $24.2M |
| FORM Wealth Advisors, LLC | 2.60% | Add +56.0% | 249,869 | $23.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -28.5% | 247,857 | $23.4M |
| SkyOak Wealth, LLC | 3.83% | Add +53.1% | 247,664 | $23.4M |
| Barclays PLC | 0.01% | Add +27.1% | 244,498 | $23.1M |
| Willis Johnson & Associates, Inc. | 1.27% | Add +0.4% | 240,768 | $22.8M |
| Sanctuary Advisors, LLC | 0.10% | Add +50.0% | 235,282 | $22.3M |
| Banco Santander, S.A. | 0.14% | Reduce -30.4% | 234,654 | $22.2M |
| Mariner, LLC | 0.02% | Reduce -26.2% | 234,295 | $22.2M |
| SeaBridge Investment Advisors LLC | 3.20% | Add +12.4% | 233,761 | $22.1M |
| Heritage Oak Wealth Advisors LLC | 6.52% | New | 232,776 | $22.0M |
| SimpliFi, Inc. | 8.65% | Reduce -0.3% | 231,514 | $21.9M |
| Equitable Holdings, Inc. | 0.13% | Add +33.4% | 230,004 | $21.8M |
| WLTH Capital Management, LLC | 13.70% | Add +30.8% | 226,074 | $21.4M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +11.3% | 225,650 | $21.3M |
| Creative Planning | 0.01% | Reduce -5.6% | 223,577 | $21.1M |
| Benningfield Financial Advisors, LLC | 14.98% | Add +3.1% | 213,887 | $20.2M |
| AAFMAA Wealth Management & Trust LLC | 6.94% | Add +10.0% | 210,322 | $19.9M |
| NorthCoast Asset Management LLC | 0.44% | Reduce -7.4% | 209,690 | $19.8M |
| Bulltick Wealth Management, LLC | 4.01% | Add +1.3% | 208,026 | $19.7M |
| Act Two Investors LLC | 3.95% | Reduce -0.5% | 206,772 | $19.6M |
| Cambridge Associates LLC /Ma/ | 0.28% | Add +0.4% | 202,783 | $19.2M |
| Flputnam Investment Management Co. | 0.23% | Add +3.8% | 200,828 | $19.0M |
| Titleist Asset Management, LLC | 1.27% | Add +0.9% | 198,568 | $18.8M |
| Anchor Capital Advisors LLC | 0.52% | Reduce -1.2% | 196,504 | $18.6M |
| DSG Capital Advisors, LLC | 2.62% | Reduce -22.6% | 197,141 | $18.4M |
| Arax Advisory Partners | 0.12% | Add +25870.5% | 194,779 | $18.4M |
| Crescent Grove Advisors, LLC | 1.53% | Reduce -25.4% | 190,711 | $18.0M |
| Quaker Wealth Management, LLC | 5.24% | Add +1.2% | 190,443 | $18.0M |
| Concurrent Investment Advisors, LLC | 0.15% | Reduce -25.9% | 187,958 | $17.8M |
| Arvest Investments, Inc. | 2.10% | Reduce -1.6% | 183,980 | $17.4M |
| Exchange Traded Concepts, LLC | 0.09% | Reduce -5.5% | 182,904 | $17.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -0.5% | 181,830 | $17.2M |
| Cordoba Advisory Partners LLC | 3.63% | Add +1.6% | 180,881 | $17.1M |
| Trustmark Bank Trust Department | 1.02% | Reduce -7.6% | 180,387 | $17.1M |
| Waterloo Capital, L.P. | 0.95% | Add +111.3% | 179,061 | $16.9M |
| Jones Financial Companies LLLP | 0.01% | Add +14.3% | 171,533 | $16.3M |
| Werba Rubin Papier Wealth Management | 1.96% | Reduce -0.9% | 170,993 | $16.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | No change | 168,547 | $15.9M |
| Dynasty Wealth Management, LLC | 0.12% | Add +107.7% | 168,401 | $15.9M |
| Ritholtz Wealth Management | 0.24% | Add +1.4% | 167,289 | $15.8M |
| Optiver Holding B.V. | 0.22% | New | 163,874 | $15.5M |
| Madison Asset Management, LLC | 0.18% | Reduce -3.7% | 162,986 | $15.4M |
| Prospera Financial Services Inc | 0.22% | Add +11.5% | 162,813 | $15.4M |
| Pacific Wealth Management | 6.66% | Add +4.4% | 158,911 | $15.0M |
| Atria Investments, Inc | 0.15% | Reduce -14.7% | 158,890 | $15.0M |
| Waverly Advisors, LLC | 0.09% | Add +4.1% | 158,015 | $14.9M |
| Strategic Point Investment Advisors, LLC | 1.90% | Add +0.6% | 154,555 | $14.6M |
| Pinkerton Wealth, LLC | 1.24% | Add +5431.3% | 151,448 | $14.5M |
| Atlas Private Wealth Advisors | 3.15% | Reduce -16.6% | 152,138 | $14.4M |
| TD Private Client Wealth LLC | 0.26% | Add +3.4% | 150,950 | $14.3M |
| True Freedom Investing, LLC | 1.10% | Reduce -7.0% | 147,572 | $14.1M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -21.0% | 145,358 | $13.7M |
| Global Trust Asset Management, LLC | 4.30% | Add +46.9% | 145,287 | $13.7M |
| Cadence Wealth Management LLC | 6.10% | Add +20.4% | 144,074 | $13.6M |
| Paragon Capital Management Inc. | 10.10% | Add +2.0% | 142,938 | $13.5M |
| Great Valley Advisor Group, Inc. | 0.21% | Add +8.3% | 141,862 | $13.4M |
| Columbia Bank | 3.01% | Add +112.7% | 141,822 | $13.4M |
| Syntax Research, Inc. | 9.77% | Add +59.4% | 141,033 | $13.3M |
| Trilogy Capital Inc. | 0.52% | Add +205.7% | 140,376 | $13.3M |
| Meridian Management Co. | 2.94% | Add +5.4% | 138,437 | $13.1M |
| One Day In July LLC | 0.91% | Add +66.4% | 138,239 | $13.1M |
| Sollinda Capital Management LLC | 2.78% | Add +3.1% | 137,700 | $13.0M |
| Corient Private Wealth LP | 0.02% | Reduce -12.3% | 137,362 | $13.0M |
| IFG Advisory, LLC | 0.44% | New | 133,965 | $12.7M |
| Procyon Advisors, LLC | 0.55% | Add +152.9% | 133,606 | $12.6M |
| Integrated Wealth Concepts LLC | 0.08% | Add +2.4% | 132,696 | $12.5M |
| First Foundation Advisors | 0.45% | Reduce -5.0% | 132,012 | $12.5M |
| Schonfeld Strategic Advisors LLC | 0.07% | Add +315.1% | 131,067 | $12.4M |
| U S Wealth Group, Llc. | 7.42% | Add +28.7% | 131,067 | $12.4M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -25.9% | 130,776 | $12.4M |
| Pinnacle Associates Ltd. | 0.13% | Add +4.3% | 128,723 | $12.2M |
| William Howard & Co Financial Advisors Inc | 9.46% | Reduce -0.1% | 128,576 | $12.2M |
| Oppenheimer & Co. Inc. | 0.13% | Add +77.5% | 128,158 | $12.1M |
| Middleton & Co. Inc. | 1.27% | Reduce -7.2% | 126,601 | $12.0M |
| Lincoln Capital Corp. | 3.89% | Add +2.5% | 126,444 | $12.0M |
| Sicart Associates LLC | 2.89% | Add +0.1% | 124,666 | $11.8M |
| First National Bank of Omaha | 0.33% | Add +6.5% | 124,222 | $11.8M |
| Premier Path Wealth Partners, LLC | 1.34% | Add +7.7% | 123,390 | $11.7M |
| Courier Capital LLC | 0.58% | Add +121.1% | 122,550 | $11.6M |
| Peak Asset Management, LLC | 1.68% | Reduce -3.0% | 120,576 | $11.4M |
| Chicago Partners Investment Group LLC | 0.23% | Add +14.1% | 122,421 | $11.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | Add +29.1% | 119,486 | $11.3M |
| DV Trading LLC | 0.93% | New | 119,400 | $11.3M |
| Kaydan Wealth Management, Inc. | 3.44% | Reduce -38.5% | 119,262 | $11.3M |
| Jessup Wealth Management, Inc | 3.35% | Add +1.2% | 118,652 | $11.2M |
| Rothschild Wealth LLC | 0.90% | Add +10.4% | 118,636 | $11.2M |
| Transamerica Financial Advisors, LLC | 0.95% | Add +1.3% | 118,578 | $11.2M |
| Hudock, Inc. | 1.42% | Add +2.7% | 117,395 | $11.1M |
| Landing Point Financial Group, LLC | 3.75% | Add +4674.9% | 116,745 | $11.0M |
| Little House Capital LLC | 2.46% | Add +1.9% | 115,743 | $10.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +80.2% | 114,264 | $10.8M |
| Pallas Capital Advisors LLC | 0.33% | Add +4.5% | 113,260 | $10.7M |
| 1607 Capital Partners, LLC | 0.92% | Reduce -0.2% | 112,316 | $10.6M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +4.6% | 112,146 | $10.6M |
| Spire Wealth Management | 0.32% | Reduce -7.6% | 111,947 | $10.6M |
| Private Advisor Group, LLC | 0.05% | Reduce -3.4% | 110,194 | $10.4M |
| IPG Investment Advisors LLC | 1.48% | Add +61.2% | 108,690 | $10.3M |
| Park Avenue Securities LLC | 0.06% | Reduce -38.8% | 108,452 | $10.3M |
| Global Retirement Partners, LLC | 0.16% | — | 108,136 | $10.2M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 108,000 | $10.2M |
| Tennessee Valley Asset Management Partners | 1.12% | Add +38.1% | 107,472 | $10.2M |
| Modera Wealth Management, LLC | 0.11% | Add +0.1% | 106,091 | $10.0M |
| Larch Capital Partners LLC | 1.43% | Add +0.0% | 105,541 | $10.0M |
| AmeriServ Wealth Advisors | 6.61% | Reduce -31.7% | 105,080 | $9.9M |
| Advisory Services Network, LLC | 0.11% | Add +15.9% | 103,887 | $9.8M |
| Scotia Capital Inc. | 0.04% | Add +3.7% | 103,715 | $9.8M |
| Bond & Devick Financial Network, Inc. | 2.39% | Add +3.7% | 102,738 | $9.7M |
| High Note Wealth, LLC | 1.64% | Reduce -1.4% | 101,586 | $9.6M |
| United Capital Financial Advisors, LLC | 0.05% | Add +19.7% | 101,234 | $9.6M |
| Strategic Financial Group, LLC | 9.17% | Reduce -0.1% | 101,172 | $9.6M |
| Bison Wealth, LLC | 0.88% | Add +41.9% | 101,433 | $9.6M |
| Elevation Point Wealth Partners, LLC | 0.17% | Add +6.8% | 99,593 | $9.4M |
| Citizens Financial Group Inc. | 0.11% | Add +10.7% | 99,428 | $9.4M |
| Graybill Wealth Management, LTD. | 2.51% | Add +1.7% | 98,598 | $9.3M |
| Lifestyle Asset Management, Inc. | 2.43% | Reduce -29.9% | 95,567 | $9.0M |
| Arkadios Wealth Advisors | 0.14% | Add +53.7% | 93,646 | $8.9M |
| Millennium Management | 0.01% | Add +1.0% | 93,056 | $8.8M |
| Laurel Oak Wealth Management, LLC | 1.28% | Reduce -2.3% | 92,967 | $8.8M |
| Summit Asset Management, LLC | 1.13% | Reduce -1.9% | 92,840 | $8.8M |
| MTC Wealth Management LLC | 3.92% | Reduce -0.3% | 92,448 | $8.7M |
| Goodman Advisory Group, LLC | 2.01% | Reduce -7.6% | 92,283 | $8.7M |
| Common Fund for Nonprofit Organizations | 0.80% | Add +1.0% | 91,631 | $8.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | Reduce -1.4% | 90,194 | $8.5M |
| Summit Financial, LLC | 0.09% | Reduce -1.8% | 89,610 | $8.5M |
| PFG Advisors | 0.42% | Add +11.8% | 88,893 | $8.4M |
| Ascent Advisors, LLC | 9.58% | Add +21.5% | 88,282 | $8.3M |
| Cibc World Market Inc. | 0.01% | Reduce -39.9% | 86,798 | $8.2M |
| Vident Advisory, LLC | 0.06% | Add +79.6% | 86,725 | $8.2M |
| Bailard, Inc. | 0.17% | Add +1546.6% | 85,787 | $8.1M |
| Keybank National Association | 0.03% | Add +65.3% | 85,618 | $8.1M |
| AE Wealth Management LLC | 0.04% | Add +20.3% | 83,781 | $7.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.47% | Add +6.0% | 83,694 | $7.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.39% | Add +323.6% | 83,668 | $7.9M |
| RPg Family Wealth Advisory, LLC | 1.30% | Add +7.6% | 82,686 | $7.8M |
| Thayer Partners, LLC / MA | 3.24% | Add +9.0% | 82,669 | $7.8M |
| White Pine Investment CO | 1.65% | Add +4.5% | 81,884 | $7.7M |
| Pinnacle Financial Partners, Inc. | 0.05% | Reduce -4.7% | 79,974 | $7.6M |
| Risk Paradigm Group, LLC | 5.91% | Add +8.9% | 79,693 | $7.5M |
| Edgestream Partners, L.P. | 0.22% | New | 79,216 | $7.5M |
| Summit Wealth Partners, LLC | 1.06% | Reduce -20.0% | 78,799 | $7.5M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -21.1% | 78,503 | $7.4M |
| Sagespring Wealth Partners, LLC | 0.11% | Add +50.7% | 78,387 | $7.4M |
| Dimension Capital Management LLC | 0.85% | Reduce -3.6% | 76,374 | $7.2M |
| Leuthold Group, LLC | 0.71% | Reduce -1.0% | 74,708 | $7.1M |
| D.A. Davidson & Co. | 0.04% | Add +7.3% | 73,871 | $7.0M |
| Benchmark Financial, LLC | 5.69% | Add +1.4% | 73,813 | $7.0M |
| Schroder Investment Management Group | 0.00% | Add +373.1% | 73,299 | $7.0M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -57.7% | 72,632 | $6.9M |
| Diversify Advisory Services, LLC | 0.12% | New | 73,592 | $6.9M |
| Diversify Wealth Management, LLC | 0.12% | Add +12.0% | 73,592 | $6.9M |
| Ameraudi Asset Management, Inc. | 3.10% | Reduce -36.9% | 72,337 | $6.8M |
| Greenwood Capital Associates LLC | 0.67% | Add +2.2% | 72,034 | $6.8M |
| Systelligence, LLC | 1.13% | Reduce -3.2% | 71,851 | $6.8M |
| RFG Advisory, LLC | 0.11% | Add +343.5% | 71,332 | $6.7M |
| DDD Partners, LLC | 0.42% | Add +19.0% | 71,108 | $6.7M |
| AMG National Trust Bank | 0.14% | Reduce -41.5% | 69,807 | $6.6M |
| James Investment Research, Inc. | 0.67% | Add +12.3% | 69,262 | $6.6M |
| Miller Financial Services LLC | 5.28% | Add +19.6% | 69,200 | $6.5M |
| Muirfield Wealth Advisors LLC | 4.25% | Add +5.0% | 68,793 | $6.5M |
| Acropolis Investment Management, LLC | 0.26% | Reduce -7.9% | 68,522 | $6.5M |
| Bessemer Group Inc. | 0.01% | Reduce -55.9% | 68,269 | $6.5M |
| Insight Wealth Partners, LLC | 0.86% | Reduce -6.1% | 68,061 | $6.4M |
| Compass Financial Group, Inc. | 2.71% | Reduce -0.5% | 67,777 | $6.4M |
| AlphaCore Capital LLC | 0.12% | Add +12.1% | 66,619 | $6.3M |
| Argo Wealth Advisory, LLC | 3.46% | Reduce -0.4% | 66,370 | $6.3M |
| Aspire Capital Advisors LLC | 1.21% | Add +8.2% | 65,724 | $6.2M |
| Heck Capital Advisors, LLC | 0.37% | Reduce -53.3% | 64,857 | $6.1M |
| Leavell Investment Management, Inc. | 0.22% | Reduce -7.6% | 64,672 | $6.1M |
| Money Concepts Capital Corp. | 0.28% | Add +6.9% | 64,401 | $6.1M |
| Wealth Enhancement Trust Services, Inc. | 0.67% | Reduce -16.6% | 63,818 | $6.0M |
| Portside Wealth Group, LLC | 0.70% | Add +16.9% | 63,075 | $6.0M |
| Consilio Wealth Advisors, LLC | 1.43% | Add +1.4% | 62,946 | $6.0M |
| Dorsey & Whitney Trust CO LLC | 0.28% | Reduce -1.4% | 61,590 | $5.8M |
| DAVENPORT & Co LLC | 0.03% | Add +1.2% | 61,264 | $5.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -21.7% | 61,124 | $5.8M |
| Compound Planning, Inc. | 0.15% | Reduce -1.3% | 60,587 | $5.7M |
| Values First Advisors, Inc. | 2.61% | Add +6.5% | 60,525 | $5.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | New | 59,400 | $5.6M |
| HighPoint Advisor Group LLC | 0.19% | Add +14.1% | 57,723 | $5.5M |
| First Interstate Bank | 0.28% | Add +7.5% | 57,684 | $5.5M |
| Crabel Capital Management, LLC | 3.98% | New | 57,629 | $5.4M |
| Tru Independence Asset Management 2, LLC | 2.94% | Add +0.9% | 57,412 | $5.4M |
| 1832 Asset Management L.P. | 0.01% | Add +0.9% | 57,340 | $5.4M |
| Sig Brokerage, LP | 0.86% | Reduce -27.6% | 56,755 | $5.4M |
| Ballew Advisors, Inc | 2.77% | Add +3.5% | 56,898 | $5.4M |
| Good Steward Wealth Advisors,LLC | 3.17% | Add +2.3% | 55,545 | $5.3M |
| IMC-Chicago, LLC | 0.05% | Add +58.2% | 55,388 | $5.2M |
| GAM Holding AG | 0.40% | Reduce -19.1% | 55,000 | $5.2M |
| Sun Financial Inc | 2.45% | Reduce -3.4% | 56,033 | $5.2M |
| Stablepoint Partners, LLC | 0.72% | Add +5.7% | 54,935 | $5.2M |
| Spectrum Strategic Capital Management, LLC | 2.55% | Add +24.1% | 54,412 | $5.1M |
| Principal Securities, Inc. | 0.06% | Reduce -2.3% | 54,201 | $5.1M |
| Meeder Asset Management Inc. | 0.26% | Reduce -72.5% | 54,062 | $5.1M |
| Beacon Advisors Holdings, LLC | 2.50% | Add +19.6% | 54,032 | $5.1M |
| Ssi Investment Management LLC | 1.75% | Reduce -42.7% | 53,724 | $5.1M |
| Stephens Inc. | 0.06% | Add +28.9% | 53,692 | $5.1M |
| GTS Securities LLC | 0.11% | Add +1600.3% | 53,643 | $5.1M |
| Warner Financial, Inc. | 1.49% | Add +0.9% | 53,572 | $5.1M |
| Ssa Swiss Advisors AG | 1.90% | Reduce -3.5% | 53,434 | $5.1M |
| Commerce Bank | 0.02% | Add +0.9% | 52,625 | $5.0M |
| AssuredPartners Investment Advisors, LLC | 0.48% | Add +10.8% | 52,147 | $4.9M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -15.4% | 51,449 | $4.9M |
| Brookstone Capital Management | 0.05% | Reduce -56.8% | 50,203 | $4.7M |
| Intrepid Family Office LLC | 4.36% | New | 50,000 | $4.7M |
| WHI TRUST Co LLC | 3.03% | Reduce -33.0% | 49,536 | $4.7M |
| Promethium Advisors,llc | 2.23% | Add +6.1% | 49,057 | $4.6M |
| &partners | 0.02% | Add +19.1% | 48,642 | $4.6M |
| Northern Trust Corp. | 0.00% | Add +8.0% | 47,915 | $4.5M |
| Veridan Wealth LLC | 1.55% | Add +10.0% | 47,157 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +20.6% | 46,942 | $4.4M |
| Capital Advisors Wealth Management, LLC | 0.52% | Add +10.3% | 46,752 | $4.4M |
| Dynamic Wealth Strategies, LLC | 2.34% | Add +112.7% | 46,469 | $4.4M |
| Accurate Wealth Management, LLC | 0.42% | New | 46,805 | $4.4M |
| Meridian Wealth Management, LLC | 0.13% | Reduce -3.7% | 45,773 | $4.3M |
| IHT Wealth Management, LLC | 0.09% | Reduce -28.7% | 45,533 | $4.3M |
| Coastal Bridge Advisors, LLC | 0.26% | Reduce -10.8% | 44,853 | $4.2M |
| Canal Capital Management, LLC | 0.52% | Add +7.4% | 44,730 | $4.2M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -15.6% | 44,940 | $4.2M |
| Cambient Family Office, LLC | 0.52% | Add +2.3% | 44,702 | $4.2M |
| Granite Bay Wealth Management, LLC | 0.38% | New | 44,015 | $4.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.05% | Add +1.9% | 43,935 | $4.2M |
| Fca Corp. | 1.02% | Add +16.9% | 43,676 | $4.1M |
| Focused Wealth Management, Inc | 0.36% | Add +6.4% | 43,305 | $4.1M |
| Renaissance Technologies | 0.01% | New | 43,108 | $4.1M |
| Boreal Capital Management LLC | 3.50% | New | 42,993 | $4.1M |
| Tidal Investments LLC | 0.01% | Reduce -39.9% | 42,660 | $4.0M |
| Circle Wealth Management, LLC | 0.05% | Add +23.4% | 42,358 | $4.0M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -28.4% | 42,249 | $4.0M |
| Simplicity Wealth,LLC | 0.13% | Add +55.2% | 42,006 | $4.0M |
| Wealthcare Capital Partners, LLC | 1.63% | Add +4.8% | 41,803 | $4.0M |
| Integrated Advisors Network LLC | 0.18% | Reduce -13.5% | 41,702 | $3.9M |
| Lazard Asset Management LLC | 0.01% | Reduce -7.4% | 41,271 | $3.9M |
| FreeGulliver LLC | 1.37% | Reduce -9.3% | 41,000 | $3.9M |
| Merit Financial Group, LLC | 0.02% | Add +463.5% | 40,738 | $3.9M |
| Beam Wealth Advisors, Inc. | 0.84% | Add +3.7% | 40,324 | $3.8M |
| Western Wealth Management, LLC | 0.12% | Add +29.9% | 39,806 | $3.8M |
| Independent Financial Group, LLC | 0.07% | Add +176.7% | 39,219 | $3.7M |
| Apollon Wealth Management, LLC | 0.04% | Add +10.7% | 39,133 | $3.7M |
| Marshall & Sterling Wealth Advisors Inc. | 2.18% | Add +19.3% | 38,958 | $3.7M |
| Mgo One Seven LLC | 0.06% | Add +5.8% | 38,527 | $3.6M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +58.4% | 38,461 | $3.6M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -78.8% | 38,397 | $3.6M |
| Christensen, King & Associates Investment Services, Inc. | 1.44% | No change | 38,287 | $3.6M |
| Wall Street Financial Group, Inc. | 1.93% | New | 38,236 | $3.6M |
| MFA Wealth Services | 2.16% | Add +7.8% | 38,171 | $3.6M |
| 1620 Investment Advisors, Inc. | 2.23% | Add +1.8% | 37,970 | $3.6M |
| Dakota Wealth Management | 0.07% | Add +29.0% | 37,946 | $3.6M |
| J. Safra Sarasin Holding AG | 0.05% | Add +13.4% | 37,609 | $3.6M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -87.2% | 37,764 | $3.6M |
| Beirne Wealth Consulting Services, LLC | 0.71% | Add +2.1% | 37,706 | $3.6M |
| Arete Wealth Advisors, LLC | 0.23% | Add +1.8% | 37,594 | $3.6M |
| CFS Investment Advisory Services, LLC | 0.24% | New | 37,648 | $3.5M |
| National Bank of Canada | 0.00% | Add +23.0% | 36,964 | $3.5M |
| Sage Advisory Services, Ltd.Co. | 1.72% | Reduce -14.2% | 36,863 | $3.5M |
| World Investment Advisors | 0.06% | Add +4.5% | 36,205 | $3.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -1.0% | 36,406 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +5.7% | 36,326 | $3.4M |
| Columbus Macro, LLC | 0.33% | Add +2.0% | 36,229 | $3.4M |
| Solstein Capital, LLC | 1.17% | Add +29.4% | 36,208 | $3.4M |
| Two Sigma Securities, LLC | 0.29% | Reduce -54.9% | 35,628 | $3.4M |
| Belpointe Asset Management LLC | 0.11% | Reduce -1.8% | 35,500 | $3.4M |
| Forte Asset Management LLC | 1.36% | Add +0.8% | 35,209 | $3.3M |
| Dorsey Wright & Associates | 0.56% | Reduce -66.0% | 35,074 | $3.3M |
| CVS HEALTH Corp | 1.47% | No change | 35,000 | $3.3M |
| Quinn Opportunity Partners LLC | 0.15% | No change | 35,000 | $3.3M |
| WorthPointe, LLC | 0.83% | New | 34,974 | $3.3M |
| Blue Capital, Inc. | 2.10% | Add +5.7% | 34,899 | $3.3M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -22.1% | 34,891 | $3.3M |
| Insight Wealth Strategies, LLC | 0.32% | Add +7.5% | 35,047 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.5% | 34,691 | $3.3M |
| VestGen Advisors, LLC | 0.10% | Reduce -20.5% | 34,637 | $3.3M |
| Advisors Preferred, LLC | 0.50% | Reduce -77.3% | 34,537 | $3.3M |
| Lido Advisors, LLC | 0.01% | Add +8.6% | 34,287 | $3.2M |
| TSA Wealth Managment LLC | 0.91% | Add +598.6% | 34,182 | $3.2M |
| Core Capital Management & Research, inc. | 1.67% | — | 34,222 | $3.2M |
| Advisor OS, LLC | 0.21% | Add +22.0% | 33,287 | $3.1M |
| Regatta Capital Group, LLC | 0.42% | Add +43.7% | 32,921 | $3.1M |
| Choreo, LLC | 0.03% | Add +2.1% | 32,444 | $3.1M |
| Lighthouse Investment Partners, LLC | 0.09% | Reduce -0.6% | 31,860 | $3.0M |
| Capital Analysts, LLC | 0.07% | Reduce -2.6% | 31,804 | $3.0M |
| CreativeOne Wealth, LLC | 0.06% | Add +14.0% | 31,778 | $3.0M |
| Alliance Wealth Advisors, LLC | 0.57% | Reduce -12.2% | 31,763 | $3.0M |
| Biltmore Wealth Management, LLC | 0.93% | Add +60.3% | 31,350 | $3.0M |
| Empowered Funds, LLC | 0.02% | New | 31,387 | $3.0M |
| Vise Technologies, Inc. | 0.03% | Add +198.2% | 31,107 | $2.9M |
| TOP Private Wealth LLC. | 2.80% | — | 30,812 | $2.9M |
| Evergreen Private Wealth LLC | 1.07% | New | 30,671 | $2.9M |
| Strategic Blueprint, LLC | 0.14% | Add +31.7% | 30,647 | $2.9M |
| Certior Financial Group, LLC | 1.58% | Add +3.7% | 30,539 | $2.9M |
| Stordahl Capital Management, Inc. | 0.53% | Reduce -1.1% | 30,535 | $2.9M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -12.1% | 30,487 | $2.9M |
| Koshinski Asset Management, Inc. | 0.15% | Reduce -7.0% | 30,470 | $2.9M |
| Boltwood Capital Management | 0.66% | Add +1.1% | 30,368 | $2.9M |
| GenTrust, LLC | 0.11% | Reduce -55.0% | 29,880 | $2.8M |
| Lifeworks Advisors, LLC | 0.29% | Add +14.1% | 29,786 | $2.8M |
| BTG Pactual Asset Management US LLC | 0.21% | Add +40.7% | 29,495 | $2.8M |
| ABLE Financial Group, LLC | 0.47% | Add +21.0% | 29,329 | $2.8M |
| VestGen Investment Management | 1.47% | Reduce -20.4% | 29,260 | $2.8M |
| Erickson Financial Group, LLC | 1.47% | Add +9.0% | 29,057 | $2.7M |
| Wealthspire Retirement, LLC | 0.15% | Add +10.0% | 29,266 | $2.7M |
| CDKV Holdings LLC | 2.13% | Reduce -0.9% | 28,881 | $2.7M |
| Snowden Capital Advisors LLC | 0.06% | Add +1.6% | 28,746 | $2.7M |
| Etesian Wealth Advisors, Inc. | 0.80% | Add +25.9% | 28,651 | $2.7M |
| Sigma Planning Corp | 0.07% | Reduce -20.8% | 28,294 | $2.7M |
| Harbor Capital Advisors, Inc. | 0.18% | New | 27,904 | $2.6M |
| Horst & Graben Wealth Management LLC | 0.35% | Add +657.2% | 28,030 | $2.6M |
| Centerline Wealth Advisors, LLC | 0.83% | New | 27,869 | $2.6M |
| SageGuard Financial Group, LLC | 0.37% | Reduce -59.0% | 27,738 | $2.6M |
| Semitam Bonam LLC | 1.92% | Add +2.2% | 27,659 | $2.6M |
| Sovran Advisors, LLC | 0.19% | Reduce -12.7% | 27,886 | $2.6M |
| Autumn Glory Partners, LLC | 0.73% | No change | 27,227 | $2.6M |
| Magnolia Private Wealth, LLC | 1.40% | Add +1.8% | 354,106 | $2.6M |
| HCR Wealth Advisors | 0.23% | Add +0.2% | 26,590 | $2.5M |
| Greatmark Investment Partners, Inc. | 0.28% | Reduce -2.1% | 26,556 | $2.5M |
| Purus Wealth Management, LLC | 0.69% | Add +4.9% | 26,461 | $2.5M |
| United Advisor Group, LLC | 0.26% | Add +4.3% | 26,369 | $2.5M |
| WBH Advisory Inc. | 0.16% | Add +5.3% | 25,880 | $2.4M |
| Toronto Dominion Bank | 0.00% | New | 25,767 | $2.4M |
| Triad Wealth Partners, LLC | 0.14% | Add +14.5% | 26,160 | $2.4M |
| Cypress Capital, LLC | 0.65% | Reduce -1.9% | 25,276 | $2.4M |
| Lanark Financial, Inc. | 0.16% | Reduce -8.3% | 25,250 | $2.4M |
| Man Group plc | 0.00% | New | 25,220 | $2.4M |
| Q Fund Management (Hong Kong) Ltd | 2.16% | No change | 25,000 | $2.4M |
| Ascent Group, LLC | 0.07% | Add +20.1% | 24,882 | $2.4M |
| Twin Focus Capital Partners, LLC | 0.24% | Add +7.1% | 24,839 | $2.3M |
| GeoWealth Management, LLC | 0.07% | Add +79.6% | 24,500 | $2.3M |
| Mount Lucas Management LP | 0.83% | Reduce -54.0% | 24,494 | $2.3M |
| Sowell Financial Services LLC | 0.08% | Add +50.7% | 24,390 | $2.3M |
| Mfa Wealth Advisors, LLC | 0.39% | Add +21.0% | 24,343 | $2.3M |
| Krilogy Financial LLC | 0.07% | Reduce -4.5% | 24,020 | $2.3M |
| ETF Store, Inc. | 1.89% | Add +4.3% | 23,876 | $2.3M |
| Prestige Wealth Management Group LLC | 0.41% | Reduce -3.1% | 23,644 | $2.2M |
| Analyst IMS Investment Management Services Ltd. | 0.05% | New | 23,627 | $2.2M |
| Legacy Advisors, LLC | 0.21% | New | 23,561 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +15.7% | 23,166 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.3% | 22,907 | $2.2M |
| Asset Management Group, Inc. | 0.32% | Add +0.7% | 22,821 | $2.2M |
| JB Capital LLC | 0.07% | Add +71.0% | 22,777 | $2.2M |
| Savior LLC | 6.14% | Add +4.0% | 22,642 | $2.1M |
| Mariner Investment Group LLC | 0.80% | New | 22,596 | $2.1M |
| Central Pacific Bank - Trust Division | 0.22% | Reduce -44.4% | 22,215 | $2.1M |
| Midwest Professional Planners, LTD. | 0.41% | Add +7.9% | 22,018 | $2.1M |
| Fortitude Advisory Group L.L.C. | 0.79% | Reduce -15.3% | 21,943 | $2.1M |
| First American Trust, FSB | 0.12% | Add +3.3% | 21,855 | $2.1M |
| Eagle Global Advisors LLC | 0.07% | Add +1.1% | 21,547 | $2.0M |
| 5T Wealth, LLC | 0.76% | Add +219.8% | 21,536 | $2.0M |
| First International Bank of Israel Ltd. | 0.55% | Add +8.9% | 21,374 | $2.0M |
| Formidable Asset Management, LLC | 0.32% | Reduce -8.8% | 21,170 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.41% | Add +10.0% | 21,300 | $2.0M |
| Midwest Trust Co | 0.02% | Reduce -6.4% | 21,197 | $2.0M |
| Advyzon Investment Management, LLC | 0.15% | Add +149.7% | 21,179 | $2.0M |
| DMC Group, LLC | 1.36% | Add +10.8% | 21,025 | $2.0M |
| Raleigh Capital Management Inc. | 0.62% | Add +2043900.0% | 20,440 | $1.9M |
| Ehrlich Financial Group | 0.99% | Reduce -4.0% | 20,416 | $1.9M |
| PW Advisors, LLC \ FL | 1.29% | Add +5.0% | 20,380 | $1.9M |
| Atlas Brown,Inc. | 0.51% | Reduce -0.1% | 20,199 | $1.9M |
| Surience Private Wealth LLC | 1.67% | Add +88.6% | 20,137 | $1.9M |
| Titiun Yejiel | 1.65% | No change | 20,034 | $1.9M |
| Biondo Investment Advisors, LLC | 0.23% | Add +7.5% | 19,965 | $1.9M |
| Robinson Value Management, Ltd. | 1.00% | Reduce -8.3% | 19,828 | $1.9M |
| Natixis Advisors, LLC | 0.00% | New | 19,799 | $1.9M |
| Legacy Wealth Managment, LLC | 0.76% | Reduce -4.8% | 19,407 | $1.8M |
| Buck Wealth Strategies, LLC | 0.19% | Add +6.6% | 19,372 | $1.8M |
| Prentice Wealth Management LLC | 0.38% | Add +19.6% | 19,286 | $1.8M |
| Matrix Trust Co | 0.26% | Add +5.1% | 19,259 | $1.8M |
| Israel Discount Bank of New York | 3.35% | Add +6.9% | 19,113 | $1.8M |
| FLP Wealth Management, LLC | 3.17% | Add +0.9% | 18,828 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.08% | New | 18,572 | $1.8M |
| Csenge Advisory Group | 0.07% | Reduce -0.1% | 18,264 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +1.7% | 18,142 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.54% | Add +1.0% | 18,052 | $1.7M |
| United Asset Strategies, Inc. | 0.12% | Add +3.4% | 17,951 | $1.7M |
| GC Wealth Management RIA, LLC | 0.10% | Add +409.1% | 17,936 | $1.7M |
| waypoint wealth counsel | 1.05% | Add +0.5% | 17,784 | $1.7M |
| Ferguson Shapiro LLC | 0.49% | New | 17,543 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +10.5% | 17,422 | $1.6M |
| Delphi Financial Group, Inc. | 0.82% | Add +46.2% | 17,400 | $1.6M |
| Picton Mahoney Asset Management | 0.02% | No change | 17,370 | $1.6M |
| Two Sigma Investments, LP | 0.00% | New | 17,230 | $1.6M |
| Clark Capital Management Group, Inc. | 0.01% | Add +0.6% | 17,198 | $1.6M |
| Independent Advisor Alliance | 0.04% | Reduce -62.9% | 17,055 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +0.6% | 16,898 | $1.6M |
| Valtrion Capital Management, LLC | 1.18% | Add +9.2% | 16,716 | $1.6M |
| Fiducient Advisors LLC | 0.23% | Reduce -0.1% | 16,630 | $1.6M |
| Maltin Wealth Management, Inc. | 0.53% | Add +14.4% | 16,605 | $1.6M |
| National Philanthropic Trust | 0.02% | New | 16,432 | $1.6M |
| Prism Advisors, Inc. | 0.38% | Add +1.9% | 16,419 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Reduce -7.5% | 16,373 | $1.5M |
| Keebeck Wealth Management | 0.15% | Add +47.3% | 16,342 | $1.5M |
| Entelevest, LLC | 1.35% | Add +3.2% | 16,302 | $1.5M |
| Invst, LLC | 0.15% | Add +28.2% | 16,282 | $1.5M |
| SevenBridge Financial Group, LLC | 0.23% | Reduce -5.5% | 16,444 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -5.0% | 16,089 | $1.5M |
| Ibex Wealth Advisors | 0.12% | Reduce -2.8% | 16,036 | $1.5M |
| Cadia Private Client LLC | 1.08% | Add +29.5% | 15,846 | $1.5M |
| Glaxis Capital Management, LLC | 3.01% | Reduce -71.6% | 15,840 | $1.5M |
| Retirement Financial Solutions, LLC | 0.37% | Reduce -87.4% | 15,818 | $1.5M |
| First Horizon Corp. | 0.06% | New | 15,816 | $1.5M |
| Walleye Trading LLC | 0.02% | Add +2.3% | 15,754 | $1.5M |
| Cascades Capital Asset Management, LLC | 0.55% | Reduce -5.7% | 15,658 | $1.5M |
| Meitav Investment House Ltd. | 0.01% | New | 15,589 | $1.5M |
| Cypress Financial Planning LLC | 0.36% | No change | 15,533 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -87.8% | 15,463 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +8.0% | 15,315 | $1.4M |
| Henderson Brothers Financial Partners, LLC | 0.68% | Reduce -48.8% | 15,283 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +2.4% | 15,279 | $1.4M |
| FFT Wealth Management LLC | 0.23% | Add +1.0% | 15,182 | $1.4M |
| Clarity Financial LLC | 0.12% | Add +4.0% | 15,086 | $1.4M |
| Legacy Private Trust Co. | 0.08% | Add +193.8% | 14,888 | $1.4M |
| Cabana LLC | 10.60% | Reduce -2.5% | 14,868 | $1.4M |
| Insigneo Advisory Services, LLC | 0.05% | Add +107.1% | 14,866 | $1.4M |
| Strategic Wealth Partners, Ltd. | 0.09% | Add +1.0% | 14,848 | $1.4M |
| One Degree Advisors Inc | 0.31% | Reduce -72.7% | 14,938 | $1.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -16.1% | 14,794 | $1.4M |
| WealthTrust Asset Management, LLC | 0.76% | Add +1.6% | 14,792 | $1.4M |
| Wallace Advisory Group, LLC | 1.30% | Reduce -2.2% | 14,669 | $1.4M |
| Generation Capital Management LLC | 0.85% | Reduce -3.0% | 14,636 | $1.4M |
| Bingham Private Wealth, LLC | 0.95% | Add +29.8% | 14,541 | $1.4M |
| CCG Wealth Management, LLC | 0.32% | Reduce -0.6% | 14,470 | $1.4M |
| IF Advisors, LLC | 0.90% | Add +28.5% | 14,412 | $1.4M |
| Independence Financial Advisors, LLC | 0.35% | Reduce -93.0% | 14,356 | $1.4M |
| Dedeker Financial LLC | 0.77% | Reduce -0.4% | 14,311 | $1.4M |
| Mosaic Family Wealth Partners, LLC | 0.09% | New | 14,210 | $1.3M |
| Gotham Asset Management | 0.00% | Add +175.1% | 14,177 | $1.3M |
| BCM Advisors, LLC | 0.26% | Reduce -54.5% | 14,322 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Reduce -12.6% | 13,963 | $1.3M |
| Savant Capital, LLC | 0.00% | New | 14,095 | $1.3M |
| Fifth Third Securities, Inc. | 0.07% | Add +0.2% | 13,901 | $1.3M |
| Summa Corp. | 0.41% | No change | 13,827 | $1.3M |
| HUB Investment Partners, LLC | 0.02% | Add +21.1% | 13,742 | $1.3M |
| Armstrong Advisory Group, Inc. | 0.08% | Reduce -29.3% | 13,733 | $1.3M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 13,713 | $1.3M |
| Mission Wealth Management, LP | 0.02% | Reduce -57.8% | 13,657 | $1.3M |
| LexAurum Advisors, LLC | 0.15% | Reduce -0.6% | 13,578 | $1.3M |
| Zhang Financial LLC | 0.04% | Add +0.2% | 13,571 | $1.3M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -9.3% | 13,568 | $1.3M |
| Center For Asset Management LLC | 0.57% | Add +3.5% | 13,537 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +224.1% | 13,509 | $1.3M |
| First Community Trust NA | 0.57% | No change | 13,376 | $1.3M |
| Rollins Financial Advisors, LLC | 0.17% | Add +25.9% | 13,351 | $1.3M |
| 17 Capital Partners, LLC | 0.57% | Reduce -3.2% | 13,319 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.08% | No change | 13,253 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +30.3% | 12,949 | $1.2M |
| Voya Financial Advisors, Inc. | 0.11% | Reduce -64.7% | 12,879 | $1.2M |
| Redwood Investment Management, LLC | 0.12% | Add +0.2% | 12,930 | $1.2M |
| Keating Financial Advisory Services, Inc. | 0.16% | Add +5.7% | 12,889 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -3.0% | 12,762 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.10% | New | 12,762 | $1.2M |
| EFG International AG | 0.02% | Reduce -23.7% | 12,718 | $1.2M |
| Checchi Capital Advisers, LLC | 0.08% | Add +3.5% | 12,711 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -43.4% | 12,675 | $1.2M |
| Flagstar Securities, Inc. | 0.36% | Add +21.4% | 12,436 | $1.2M |
| Integras Partners LLC | 0.65% | Reduce -62.2% | 12,403 | $1.2M |
| International Assets Investment Management, LLC | 0.07% | Reduce -3.4% | 12,416 | $1.2M |
| Zevin Asset Management LLC | 0.16% | Reduce -6.1% | 12,317 | $1.2M |
| PFG Investments, LLC | 0.04% | Reduce -8.4% | 12,134 | $1.1M |
| TriaGen Wealth Management LLC | 0.29% | Add +0.0% | 12,098 | $1.1M |
| Banque Pictet & Cie SA | 0.01% | Add +119.5% | 11,976 | $1.1M |
| Lifetime Wealth Management P.C. | 0.67% | Add +7.8% | 11,955 | $1.1M |
| Kickstand Ventures, Llc. | 0.20% | New | 11,883 | $1.1M |
| Cosner Financial Group, LLC | 0.57% | Add +0.5% | 11,834 | $1.1M |
| Gilpin Wealth Management, LLC | 0.77% | No change | 11,720 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -0.5% | 11,665 | $1.1M |
| Forza Wealth Management, LLC | 0.34% | No change | 11,615 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +12.4% | 11,530 | $1.1M |
| Private Trust Co. NA | 0.09% | Reduce -4.7% | 11,472 | $1.1M |
| Brookwood Investment Group LLC | 0.13% | Reduce -22.5% | 11,456 | $1.1M |
| Leigh Baldwin & Co., LLC | 0.58% | Reduce -0.3% | 11,449 | $1.1M |
| Lewis Asset Management, LLC | 0.38% | Reduce -4.4% | 11,418 | $1.1M |
| NDWM LLC | 0.62% | New | 11,163 | $1.1M |
| Carr Financial Group Corp | 0.24% | Reduce -10.9% | 11,053 | $1.0M |
| Paragon Private Wealth Management, LLC | 0.27% | Reduce -2.7% | 10,952 | $1.0M |
| Hanover Advisors Inc. | 0.37% | Reduce -8.3% | 10,942 | $1.0M |
| Maridea Wealth Management LLC | 0.11% | Add +52.4% | 10,812 | $1.0M |
| Hamlin Capital Management, LLC | 0.02% | No change | 10,756 | $1.0M |
| Regal Investment Advisors LLC | 0.05% | Reduce -13.5% | 10,706 | $1.0M |
| Veltria Advisors Corp. | 3.05% | No change | 10,515 | $994K |
| Union Bancaire Privee, UBP SA | 0.01% | No change | 10,457 | $994K |
| Financial Network Wealth Advisors LLC | 1.01% | Add +8.6% | 10,510 | $994K |
| Xcelsior Advisor Partners LLC | 0.13% | New | 10,470 | $990K |
| SteelPeak Wealth, LLC | 0.03% | Add +10.0% | 10,448 | $988K |
| Evolution Wealth Advisors, LLC | 0.11% | Add +157.5% | 10,382 | $982K |
| Credit Agricole S A | 0.00% | New | 10,245 | $969K |
| Paladin Partners, LLC | 0.64% | Reduce -1.5% | 10,226 | $967K |
| Blue Edge Capital, LLC | 0.12% | Reduce -97.0% | 10,144 | $959K |
| Amundi | 0.00% | No change | 10,043 | $950K |
| Primoris Wealth Advisors, LLC | 0.43% | New | 10,033 | $949K |
| Texas Bank & Trust Co | 0.31% | Add +55.4% | 10,010 | $947K |
| King Wealth Management Group | 0.10% | Reduce -3.0% | 9,980 | $944K |
| Fortune Financial Advisors, LLC | 0.40% | Reduce -0.2% | 9,945 | $940K |
| Moors & Cabot, Inc. | 0.04% | Add +25.5% | 9,931 | $939K |
| Boyd Watterson Asset Management LLC | 0.25% | Add +6.2% | 9,882 | $935K |
| Kiley Juergens Wealth Management, LLC | 0.15% | Add +0.2% | 9,859 | $932K |
| Ethos Financial Group, LLC | 0.06% | Reduce -28.8% | 9,769 | $924K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -7.8% | 9,649 | $913K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.6% | 9,628 | $910K |
| Benin Management CORP | 0.18% | Add +65.3% | 9,555 | $904K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -70.2% | 9,492 | $898K |
| Verus Capital Partners, LLC | 0.05% | Reduce -7.2% | 9,370 | $886K |
| Group One Trading LLC | 0.03% | Add +70.5% | 9,326 | $882K |
| MMBG Investment Advisors Co. | 0.07% | Reduce -17.1% | 9,304 | $880K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +74.5% | 9,271 | $877K |
| Ascentis Wealth Management, LLC | 0.15% | Reduce -65.7% | 9,238 | $874K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +3.3% | 9,122 | $863K |
| Two West Capital Advisors LLC | 0.43% | Add +6.2% | 9,212 | $862K |
| Addis & Hill, Inc | 0.47% | New | 9,078 | $859K |
| TCP Asset Management, LLC | 0.10% | Add +0.1% | 9,076 | $858K |
| Tandem Financial, LLC | 0.27% | Reduce -6.6% | 9,035 | $854K |
| Prairie Advisory, LLC | 0.21% | — | 9,034 | $854K |
| First Citizens Asset Management, Inc. | 0.27% | Add +11.3% | 8,987 | $850K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -10.9% | 8,983 | $850K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +12.4% | 8,856 | $842K |
| Roundview Capital LLC | 0.05% | Reduce -5.0% | 8,839 | $836K |
| Clearstead Advisors, LLC | 0.01% | Reduce -8.3% | 8,789 | $831K |
| Bayshore Capital Advisors, LLC | 0.38% | Reduce -3.4% | 8,685 | $821K |
| FDx Advisors, Inc. | 0.25% | Reduce -8.0% | 8,655 | $818K |
| Fiduciary Alliance LLC | 0.05% | Add +7.1% | 8,512 | $805K |
| Level Four Advisory Services, LLC | 0.02% | Add +6.1% | 8,508 | $805K |
| Whalen Wealth Management Inc. | 0.36% | New | 8,472 | $801K |
| Apella Capital, LLC | 0.01% | No change | 8,514 | $798K |
| Nwam LLC | 0.04% | Add +142.6% | 8,433 | $797K |
| Blair William & Co. | 0.00% | Reduce -4.2% | 8,388 | $793K |
| Pursuit Wealth Strategies, LLC | 1.03% | Add +2.8% | 8,362 | $791K |
| Composition Wealth, LLC | 0.01% | Add +62.0% | 8,326 | $787K |
| Signal Advisors Wealth, LLC | 0.04% | Add +94.2% | 8,308 | $786K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -40.1% | 8,217 | $777K |
| LightSquare Wealth Management, LLC | 0.54% | Reduce -6.6% | 8,216 | $777K |
| Hoxton Planning & Management, LLC | 0.20% | New | 8,180 | $774K |
| Kovack Advisors, Inc. | 0.04% | Reduce -36.4% | 8,037 | $758K |
| OpenArc Corporate Advisory, LLC | 0.01% | New | 7,922 | $749K |
| Advance Capital Management, Inc. | 0.02% | Reduce -10.2% | 7,876 | $745K |
| International Private Wealth Advisors LLC | 0.38% | Add +83.5% | 7,826 | $740K |
| Freestone Capital Holdings, LLC | 0.02% | New | 7,750 | $733K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.4% | 7,744 | $732K |
| Catalyst Private Wealth, LLC | 0.35% | Add +183.4% | 7,713 | $729K |
| First Heartland Consultants, Inc. | 0.05% | Add +13.0% | 7,682 | $726K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +0.3% | 7,621 | $721K |
| Breakwater Capital Group | 0.09% | Reduce -10.9% | 7,570 | $716K |
| KG Capital Management | 0.43% | Reduce -1.6% | 7,560 | $715K |
| Caitlin John, LLC | 0.39% | Add +4.3% | 7,549 | $714K |
| Narus Financial Partners, LLC | 0.18% | Add +4.2% | 7,528 | $712K |
| Obermeyer Wealth Partners | 0.03% | Reduce -2.9% | 7,420 | $702K |
| Shared Vision Wealth Group LLC | 0.24% | New | 7,399 | $700K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -32.5% | 7,329 | $693K |
| Caliber Wealth Management, LLC / KS | 0.07% | Add +0.3% | 7,318 | $692K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 7,295 | $690K |
| Orcam Financial Group | 0.34% | New | 7,278 | $688K |
| Beverly Hills Private Wealth, LLC | 0.13% | Reduce -15.2% | 7,265 | $687K |
| Cary Street Partners Financial LLC | 0.01% | Add +4.2% | 7,242 | $685K |
| Core Wealth Partners LLC | 0.29% | Reduce -16.4% | 7,201 | $681K |
| Norden Group LLC | 0.05% | Reduce -5.9% | 7,064 | $668K |
| Banque Transatlantique SA | 0.01% | New | 6,997 | $662K |
| Rockingstone Advisors LLC | 0.26% | Add +3.2% | 6,955 | $658K |
| Bedminster, LLC | 0.56% | New | 6,917 | $654K |
| HSBC Holdings PLC | 0.00% | Reduce -12.3% | 6,917 | $654K |
| Connecticut Wealth Management, LLC | 0.02% | Add +8.1% | 6,890 | $652K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -10.7% | 6,784 | $642K |
| Amarillo National Bank | 0.10% | Reduce -1.8% | 6,770 | $640K |
| Pinnacle Wealth Management Group, Inc. | 0.30% | Add +34.9% | 6,746 | $638K |
| Brickley Wealth Management | 0.09% | Reduce -0.6% | 6,723 | $636K |
| Melfa Wealth Management, Inc. | 0.34% | Reduce -0.8% | 6,682 | $632K |
| Seelaus Asset Management LLC | 0.45% | Reduce -27.2% | 6,665 | $630K |
| Wealthspire Advisors, LLC | 0.00% | Add +150.6% | 6,662 | $630K |
| Arwa LLC | 0.26% | Reduce -41.3% | 6,707 | $629K |
| American Institute for Advanced Investment Management, LLP | 0.36% | Reduce -0.1% | 6,625 | $627K |
| Quadcap Wealth Management, LLC | 0.06% | No change | 6,620 | $626K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -58.5% | 6,619 | $626K |
| Cambridge Advisors Inc. | 0.11% | No change | 6,571 | $621K |
| Ascension Capital Advisors, Inc. | 0.17% | New | 6,567 | $621K |
| Hyundai Investments Co., Ltd. | 0.67% | Add +86.9% | 6,471 | $615K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.8% | 6,495 | $614K |
| Patten & Patten Inc. | 0.03% | No change | 6,397 | $605K |
| Faithward Advisors, LLC | 0.07% | Reduce -3.4% | 6,388 | $604K |
| Winthrop Capital Management, LLC | 0.14% | No change | 6,323 | $598K |
| Goelzer Investment Management, Inc. | 0.03% | Add +1.0% | 6,310 | $597K |
| Archer Investment Corp | 0.11% | Add +12.8% | 6,221 | $588K |
| Vectors Research Management, LLC | 0.15% | Reduce -2.2% | 6,165 | $583K |
| Rik Saylor Financial, Inc. | 0.39% | Reduce -2.0% | 6,159 | $582K |
| Fiduciary Trust Co | 0.01% | No change | 6,153 | $582K |
| StoneX Group Inc. | 0.02% | Add +1.4% | 6,146 | $581K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,145 | $581K |
| HORAN Wealth, LLC | 0.07% | Reduce -26.4% | 6,114 | $578K |
| Hamilton Capital, LLC | 0.03% | New | 6,103 | $577K |
| Silverlake Wealth Management LLC | 0.11% | Add +40.1% | 6,066 | $574K |
| Spreng Capital Management, Inc. | 0.21% | Reduce -7.5% | 6,063 | $573K |
| Ballast Rock Private Wealth LLC | 0.26% | Add +7.8% | 6,060 | $573K |
| Sapient Capital LLC | 0.01% | Reduce -3.2% | 6,054 | $573K |
| Claro Advisors Inc. | 0.06% | New | 6,041 | $571K |
| Turim 21 Investimentos Ltda. | 0.09% | No change | 6,026 | $570K |
| Pacifica Partners Inc. | 0.17% | Reduce -10.8% | 6,022 | $567K |
| Andina Capital Management, LLC | 0.92% | No change | 5,954 | $563K |
| Moulton Wealth Management, Inc. | 0.37% | Reduce -67.4% | 5,982 | $563K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -17.2% | 5,931 | $561K |
| Cypress Wealth Services, LLC | 0.07% | New | 5,870 | $555K |
| City Center Advisors, LLC | 0.45% | Add +15.3% | 5,847 | $553K |
| E&G Advisors, LLC | 0.11% | Reduce -1.7% | 5,762 | $545K |
| Headlands Technologies LLC | 0.06% | New | 5,737 | $543K |
| Nuveen, LLC | 0.00% | New | 5,731 | $542K |
| Kinloch Capital, LLC | 0.20% | Reduce -2.5% | 5,722 | $541K |
| Detalus Advisors, LLC | 0.11% | Add +98.0% | 5,722 | $541K |
| D L Carlson Investment Group Inc. | 0.09% | No change | 5,715 | $540K |
| Global View Capital Management LLC | 0.11% | Reduce -78.2% | 5,702 | $539K |
| Lockerman Financial Group, Inc. | 0.82% | Add +62.4% | 5,658 | $535K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -60.0% | 5,656 | $535K |
| Triumph Capital Management | 0.10% | Add +95.3% | 5,625 | $532K |
| J.E. Simmons & Co., P.C. | 0.30% | Add +32.5% | 5,600 | $530K |
| Beacon Financial Group | 0.05% | New | 5,587 | $528K |
| XY Planning Network, Inc. | 0.07% | Reduce -13.1% | 5,562 | $526K |
| Associated Banc-Corp | 0.01% | Add +88.1% | 5,517 | $522K |
| Deutsche Bank AG | 0.00% | Reduce -27.0% | 5,400 | $511K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -13.9% | 5,399 | $511K |
| West Michigan Advisors, LLC | 0.10% | Add +75.3% | 5,391 | $510K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -87.2% | 5,387 | $509K |
| Stableford Capital II LLC | 0.18% | Reduce -94.6% | 5,385 | $509K |
| AlTi Global, Inc. | 0.01% | No change | 5,373 | $508K |
| Canvas Wealth Advisors, LLC | 0.07% | New | 5,300 | $501K |
| Montecito Bank & Trust | 0.07% | Add +8.8% | 5,254 | $497K |
| WealthShield Partners, LLC | 0.08% | Reduce -4.3% | 5,239 | $495K |
| Zacks Investment Management | 0.00% | Reduce -0.8% | 5,234 | $495K |
| M3 Advisory Group, LLC | 0.26% | No change | 5,199 | $492K |
| Cresta Advisors, Ltd. | 0.17% | No change | 5,140 | $486K |
| Innova Wealth Partners | 0.20% | Reduce -92.5% | 5,136 | $486K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -25.3% | 5,099 | $482K |
| Asset Management One Co., Ltd. | 0.00% | New | 5,096 | $482K |
| Sharpepoint LLC | 0.24% | Reduce -19.0% | 5,091 | $481K |
| Callan Family Office, LLC | 0.01% | New | 5,030 | $476K |
| Omnia Family Wealth, LLC | 0.13% | New | 5,000 | $473K |
| Facet Wealth, Inc. | 0.01% | Add +111.5% | 4,983 | $471K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +100.8% | 4,972 | $470K |
| Ducere Wealth Management LLC | 0.14% | Add +0.0% | 4,954 | $468K |
| Fiduciary Wealth Partners, LLC | 0.26% | No change | 4,936 | $467K |
| Maia Wealth LLC | 0.07% | Add +34.1% | 4,895 | $463K |
| Intergy Private Wealth, LLC | 0.11% | Reduce -14.6% | 4,887 | $462K |
| Wellington-Altus USA Inc. | 0.33% | Reduce -3.0% | 4,830 | $461K |
| Retirement Planning Group, LLC | 0.01% | Add +32.4% | 4,867 | $460K |
| Bluespring Wealth Management, LLC | 0.01% | New | 4,835 | $457K |
| Capital Investment Advisors, LLC | 0.01% | Add +5.6% | 4,798 | $454K |
| Cambiar Investors LLC | 0.02% | No change | 4,740 | $448K |
| AQR Capital Management | 0.00% | Reduce -28.7% | 4,726 | $447K |
| DKM Wealth Management, Inc. | 0.29% | No change | 4,702 | $445K |
| SouthState Bank Corp | 0.02% | No change | 4,619 | $437K |
| Tyche Wealth Partners LLC | 0.06% | No change | 4,601 | $435K |
| Markin Asset Management, LP | 0.37% | Reduce -16.9% | 4,578 | $433K |
| Savvy Advisors, Inc. | 0.01% | Reduce -35.9% | 4,572 | $432K |
| Joel Adams & Associates, Inc. | 0.28% | Add +2.9% | 4,549 | $430K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -0.3% | 4,496 | $425K |
| Legacy PCG, LLC | 2.10% | Reduce -10.4% | 4,576 | $424K |
| Seeds Investor LLC | 0.04% | New | 4,474 | $423K |
| Axis Wealth Partners, LLC | 0.20% | Reduce -5.9% | 4,473 | $423K |
| Creative Financial Designs Inc. | 0.02% | Reduce -36.1% | 4,469 | $423K |
| Net Worth Advisory Group | 0.11% | Reduce -96.3% | 4,460 | $422K |
| BridgePort Financial Solutions, LLC | 0.11% | No change | 4,445 | $420K |
| CWC Advisors, LLC. | 0.18% | Reduce -16.0% | 4,386 | $415K |
| M&T Bank Corp | 0.00% | Add +0.3% | 4,363 | $413K |
| Trek Financial, LLC | 0.02% | Reduce -81.7% | 4,362 | $413K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -61.9% | 4,304 | $407K |
| Ameriflex Group, Inc. | 0.17% | No change | 4,296 | $406K |
| Wealth Alliance, LLC | 0.03% | Reduce -89.3% | 4,289 | $406K |
| One Wealth Advisors, LLC | 0.04% | New | 4,262 | $403K |
| Realta Investment Advisors | 0.12% | Reduce -10.1% | 4,243 | $401K |
| Tran Capital Management, L.P. | 0.05% | Add +22.6% | 4,230 | $400K |
| Financial & Tax Architects, LLC | 0.08% | Reduce -97.9% | 4,171 | $394K |
| Perennial Investment Advisors, LLC | 0.03% | Add +10.4% | 4,166 | $394K |
| Fiduciary Financial Advisors | 0.04% | New | 4,160 | $393K |
| Financial Management Network Inc. | 0.06% | Reduce -11.3% | 4,176 | $392K |
| Berger Financial Group, Inc | 0.02% | Reduce -3.5% | 4,138 | $391K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +21.8% | 4,113 | $389K |
| Wolverine Asset Management LLC | 0.02% | No change | 4,100 | $388K |
| UMB Bank, n.a. | 0.00% | Reduce -9.3% | 4,095 | $387K |
| Valmark Advisers, Inc. | 0.00% | Reduce -30.1% | 4,076 | $385K |
| EJMK Ventures LLC | 0.17% | Reduce -24.9% | 4,043 | $382K |
| Stanley-Laman Group, Ltd. | 0.04% | Reduce -2.9% | 4,000 | $378K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.1% | 4,040 | $377K |
| Inspire Advisors, LLC | 0.03% | Add +52.3% | 3,983 | $377K |
| IMG Wealth Management, Inc. | 0.21% | No change | 3,969 | $375K |
| American Financial Advisors, LLC | 0.05% | Add +0.2% | 3,960 | $375K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -1.6% | 3,954 | $374K |
| Hobart Private Capital, LLC | 0.06% | New | 3,906 | $369K |
| Investment Planning Advisors, Inc. | 0.09% | Add +16.3% | 3,904 | $369K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -49.9% | 3,860 | $365K |
| Endowment Wealth Management, Inc. | 0.14% | Add +10.0% | 3,836 | $363K |
| Entrewealth, LLC | 0.13% | New | 3,892 | $362K |
| Verdence Capital Advisors LLC | 0.02% | Add +16.6% | 3,820 | $361K |
| Allworth Financial LP | 0.00% | Add +10.4% | 3,793 | $359K |
| Legacy Wealth Partners, LLC | 0.08% | Reduce -82.5% | 3,789 | $358K |
| AlphaCentric Advisors LLC | 0.30% | Reduce -53.2% | 3,755 | $355K |
| Parallel Advisors, LLC | 0.01% | Reduce -18.3% | 3,752 | $355K |
| Rwa Wealth Partners, LLC | 0.00% | New | 3,748 | $354K |
| Braeburn Wealth Management LLC | 0.15% | Add +4.5% | 3,726 | $352K |
| McCarter Private Wealth Services LLC | 0.12% | New | 3,717 | $352K |
| Lunt Capital Management, Inc. | 0.13% | Reduce -4.3% | 3,717 | $352K |
| Pacific Financial Group Inc. | 0.17% | Add +8.4% | 3,708 | $351K |
| SVB Wealth LLC | 0.02% | Add +0.1% | 3,701 | $350K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -9.6% | 3,686 | $349K |
| Nottingham Advisors, Inc. | 0.04% | No change | 3,723 | $348K |
| Gaddis Premier Wealth Advisors LLC | 0.21% | Reduce -6.6% | 3,670 | $347K |
| Woodward Diversified Capital, LLC | 0.15% | Reduce -2.0% | 3,651 | $345K |
| NBT Bank, N.A. | 0.02% | Reduce -23.2% | 3,627 | $343K |
| Founders Grove Wealth Partners, LLC | 0.07% | Reduce -27.1% | 3,626 | $343K |
| Brighton Jones LLC | 0.01% | Reduce -9.4% | 3,618 | $342K |
| Tull Financial Group, Inc. | 0.13% | Add +1.0% | 3,605 | $341K |
| WealthCare Investment Partners, LLC | 0.08% | Reduce -18.1% | 3,603 | $341K |
| Aurora Private Wealth, Inc. | 0.21% | Reduce -2.5% | 3,577 | $338K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -2.8% | 3,528 | $334K |
| Viewpoint Investment Partners Corp. | 0.12% | New | 3,522 | $333K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -0.3% | 3,510 | $332K |
| Legacy Trust | 0.06% | No change | 3,500 | $331K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Add +186.1% | 3,479 | $329K |
| Ignite Planners, LLC | 0.05% | Reduce -47.1% | 3,477 | $329K |
| Crewe Advisors LLC | 0.02% | Add +507.7% | 3,464 | $328K |
| Independent Family Office, LLC | 0.13% | Reduce -30.7% | 3,444 | $326K |
| Calton & Associates, Inc. | 0.05% | Reduce -43.1% | 3,389 | $321K |
| Yoder Wealth Management, Inc. | 0.13% | No change | 3,394 | $320K |
| Integrity Alliance, Llc. | 0.01% | Reduce -90.8% | 3,378 | $320K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +1.1% | 3,371 | $319K |
| Strathmore Capital Advisors, Inc. | 0.09% | Reduce -5.3% | 3,405 | $318K |
| WNY Asset Management, LLC | 0.03% | Add +0.7% | 3,347 | $317K |
| Sound Income Strategies, LLC | 0.01% | Add +36.8% | 3,332 | $315K |
| Franklin Resources Inc. | 0.00% | Add +20.5% | 3,325 | $314K |
| WealthTrak Capital Management LLC | 0.21% | Add +2.0% | 3,314 | $313K |
| Pinnacle Bancorp, Inc. | 0.08% | Reduce -11.1% | 3,267 | $309K |
| FC Advisory LLC | 0.08% | Add +0.3% | 3,259 | $308K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -12.2% | 3,246 | $307K |
| Transcend Capital Advisors, LLC | 0.02% | New | 3,244 | $307K |
| Advisory Alpha, LLC | 0.01% | Reduce -15.0% | 3,244 | $307K |
| Regimen Wealth, LLC | 0.08% | No change | 3,241 | $307K |
| Patten Group, Inc. | 0.05% | No change | 3,218 | $304K |
| R. W. Roge & Company, Inc. | 0.13% | No change | 3,217 | $304K |
| Hudson Capital Management LLC | 0.08% | Reduce -6.4% | 3,199 | $303K |
| KPP Advisory Services LLC | 0.04% | Reduce -0.8% | 3,183 | $301K |
| Bluedoor Private Wealth, LLC | 0.13% | Reduce -28.3% | 3,176 | $300K |
| Curtis Wealth Management LLC | 0.25% | New | 3,173 | $300K |
| F/m Investments LLC | 0.02% | Reduce -4.9% | 3,169 | $300K |
| Second Half Financial Partners, LLC | 0.12% | Reduce -26.4% | 3,163 | $299K |
| Bramshill Investments, LLC | 0.02% | Reduce -4.1% | 3,155 | $298K |
| Strategy Asset Managers LLC | 0.04% | Reduce -4.3% | 3,138 | $297K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 3,131 | $296K |
| Camarda Financial Advisors, LLC | 0.09% | Reduce -74.5% | 3,130 | $296K |
| Blalock Williams, LLC | 0.19% | Reduce -35.6% | 3,099 | $293K |
| Heritage Investors Management Corp. | 0.01% | New | 3,085 | $292K |
| Investment Advisory Group, LLC | 0.06% | Add +1.8% | 3,073 | $291K |
| RDA Financial Network | 0.06% | Add +46.3% | 3,070 | $290K |
| Shayne & Jacobs, LLC | 0.09% | No change | 3,040 | $287K |
| Accretive Wealth Partners, LLC | 0.07% | No change | 3,000 | $284K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 2,987 | $282K |
| TCFG Investment Advisors, LLC | 0.09% | Reduce -8.5% | 2,944 | $278K |
| Compass Ion Advisors, LLC | 0.02% | Add +0.2% | 2,940 | $278K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 2,909 | $278K |
| Hilltop Holdings Inc. | 0.02% | Reduce -20.1% | 2,925 | $277K |
| Stirlingshire Investments, Inc. | 0.20% | Add +1.3% | 2,919 | $276K |
| Northwest Financial Advisors | 0.04% | Reduce -9.0% | 2,917 | $276K |
| 4J Wealth Management LLC | 0.14% | Reduce -0.7% | 2,912 | $275K |
| Ridgewood Investments LLC | 0.10% | Reduce -12.7% | 2,911 | $275K |
| PCM Encore, LLC | 0.05% | Reduce -50.3% | 2,901 | $274K |
| Strait & Sound Wealth Management LLC | 0.10% | New | 2,896 | $274K |
| CoreCap Advisors, LLC | 0.01% | Reduce -8.2% | 2,881 | $272K |
| VVR Holdings LLC | 0.12% | Reduce -23.6% | 2,814 | $266K |
| Rathbones Group PLC | 0.00% | No change | 2,797 | $265K |
| Stelac Advisory Services LLC | 0.05% | No change | 2,790 | $264K |
| Rede Wealth, LLC | 0.09% | Add +13.3% | 2,768 | $262K |
| M.E. Allison & Co., Inc. | 0.15% | Add +0.3% | 2,757 | $261K |
| Milestone Asset Management, LLC | 0.04% | Reduce -95.8% | 2,756 | $261K |
| Accelerate Investment Advisors LLC | 0.15% | Add +22.0% | 2,754 | $260K |
| One Wealth Capital Management, LLC | 0.07% | New | 2,730 | $258K |
| LongView Wealth Management | 0.07% | New | 2,728 | $258K |
| Carrera Capital Advisors | 0.04% | Add +0.7% | 2,693 | $255K |
| Forbes J M & Co. LLP | 0.02% | Reduce -1.2% | 2,672 | $253K |
| Lazari Capital Management, Inc. | 0.08% | Reduce -2.4% | 2,664 | $252K |
| Winch Advisory Services, LLC | 0.05% | New | 2,621 | $248K |
| Sun Group Wealth Partners | 0.17% | New | 2,618 | $248K |
| Moneco Advisors, LLC | 0.02% | Reduce -1.8% | 2,610 | $247K |
| Navis Wealth Advisors, LLC | 0.09% | New | 2,600 | $246K |
| KFA Private Wealth Group, LLC | 0.06% | New | 2,599 | $246K |
| Indivisible Partners | 0.01% | Add +3.8% | 2,596 | $246K |
| Founders Financial Alliance, LLC | 0.03% | Add +562.1% | 2,569 | $243K |
| Red Door Wealth Management, LLC | 0.02% | Reduce -50.8% | 2,561 | $242K |
| TopTier Wealth Management, LLC | 0.15% | Add +10.5% | 2,557 | $242K |
| Continuum Advisory, LLC | 0.02% | Add +1.7% | 2,544 | $241K |
| Phillips Wealth Planners LLC | 0.18% | Add +8.5% | 2,565 | $240K |
| McAdam, LLC | 0.01% | New | 2,532 | $239K |
| North Dallas Bank & Trust Co. | 0.14% | New | 2,520 | $238K |
| Syon Capital LLC | 0.01% | Reduce -4.4% | 2,509 | $237K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -38.5% | 2,506 | $237K |
| Advisory Solutions Group, LLC | 0.08% | — | 2,505 | $237K |
| Gilman Hill Asset Management, LLC | 0.03% | No change | 2,500 | $236K |
| Gradient Investments LLC | 0.00% | Add +18.6% | 2,499 | $236K |
| Plimoth Trust Co. LLC | 0.05% | No change | 2,490 | $235K |
| Embree Financial Group | 0.02% | New | 2,484 | $235K |
| Town Capital LLC | 0.15% | New | 2,481 | $235K |
| Boyce & Associates Wealth Consulting, Inc. | 0.16% | Add +16.0% | 2,474 | $234K |
| Keeler Thomas Management LLC | 0.08% | New | 2,466 | $233K |
| Bigelow Investment Advisors, LLC | 0.08% | Add +10.4% | 2,463 | $233K |
| Sound Financial Strategies Group, LLC | 0.15% | Reduce -98.5% | 2,460 | $233K |
| Centurion Wealth Management LLC | 0.06% | New | 2,453 | $232K |
| Founders Financial Securities LLC | 0.01% | Reduce -19.7% | 2,446 | $231K |
| Welch & Forbes LLC | 0.00% | Reduce -5.3% | 2,416 | $228K |
| Permanent Capital Management, LP | 0.03% | New | 2,413 | $228K |
| Firethorn Wealth Partners, LLC | 0.07% | New | 2,337 | $221K |
| Signature Estate & Investment Advisors LLC | 0.00% | Reduce -80.7% | 2,331 | $220K |
| Professional Financial Advisors, LLC | 0.04% | New | 2,331 | $220K |
| Mirabaud & Cie SA | 0.09% | No change | 2,325 | $220K |
| Chapman Financial Group, LLC | 0.15% | Reduce -6.1% | 2,320 | $219K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -13.4% | 2,313 | $219K |
| Moneywise, Inc. | 0.08% | Reduce -96.8% | 2,313 | $219K |
| Diligent Investors, LLC | 0.05% | Reduce -6.4% | 2,294 | $217K |
| Rainey & Randall Wealth Advisors Inc. | 0.03% | New | 2,286 | $216K |
| Visionary Horizons, LLC | 0.09% | Add +3.7% | 2,267 | $214K |
| BankPlus Wealth Management LLC | 0.10% | Add +1.0% | 2,259 | $214K |
| Piscataqua Savings Bank | 0.14% | Add +219.6% | 2,256 | $213K |
| Portfolio Resources Advisor Group, Inc. | 0.18% | Add +12.2% | 2,255 | $213K |
| Vanguard Capital Wealth Advisors | 0.14% | Add +1.0% | 2,253 | $213K |
| Wetzel Investment Advisors, Inc. | 0.07% | New | 2,253 | $213K |
| Palisade Asset Management, LLC | 0.02% | No change | 2,250 | $213K |
| Glenview Trust Co | 0.00% | No change | 2,234 | $211K |
| Kraft, Davis & Associates, LLC | 0.04% | New | 2,256 | $211K |
| Xxi Wealth, LLC | 0.10% | New | 2,227 | $211K |
| Kintra Wealth, LLC | 0.01% | New | 2,256 | $211K |
| Westside Investment Management, Inc. | 0.03% | Add +0.1% | 2,224 | $210K |
| Asempa Wealth Advisors | 0.16% | New | 2,221 | $210K |
| Busey Bank | 0.01% | No change | 2,214 | $209K |
| JCIC Asset Management Inc. | 0.06% | No change | 2,145 | $205K |
| Genesis Wealth Advisors, LLC | 0.12% | Reduce -8.2% | 2,160 | $204K |
| Integrated Investment Consultants, LLC | 0.04% | Reduce -1.1% | 2,134 | $202K |
| Ruggiero Investments, Inc. | 0.17% | New | 2,132 | $202K |
| Huntleigh Advisors, Inc. | 0.03% | No change | 2,132 | $202K |
| Avantra Family Wealth, Inc. | 0.13% | New | 2,116 | $200K |
| Summit Financial Wealth Advisors, LLC | 0.03% | New | 2,116 | $200K |
| Meadowbrook Wealth Management, LLC | 0.22% | No change | 2,125 | $200K |
| Bayban | 0.15% | No change | 2,100 | $199K |
| Evolution Wealth Management Inc. | 0.11% | Add +18.6% | 2,052 | $194K |
| Copia Wealth Management | 0.11% | Reduce -50.6% | 1,922 | $182K |
| Dogwood Wealth Management LLC | 0.07% | Add +8.4% | 1,866 | $176K |
| Bokf, NA | 0.00% | Add +227.8% | 1,852 | $175K |
| Transce3nd, LLC | 1.47% | New | 1,784 | $167K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,706 | $161K |
| MCF Advisors LLC | 0.01% | Add +3.0% | 1,704 | $161K |
| Noble Wealth Management PBC | 0.07% | Reduce -14.6% | 1,693 | $160K |
| Covestor Ltd | 0.09% | Reduce -12.8% | 1,648 | $156K |
| Caldwell Sutter Capital, Inc. | 0.06% | Reduce -18.9% | 1,646 | $156K |
| Larson Financial Group LLC | 0.00% | Add +2.6% | 1,622 | $153K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -52.2% | 1,585 | $150K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.7% | 1,563 | $148K |
| Mechanics Financial Corp | 0.05% | No change | 1,510 | $143K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,474 | $139K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,437 | $136K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 1,437 | $136K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -6.7% | 1,390 | $131K |
| Owl Creek Wealth Partners LLC | 0.04% | Add +12.6% | 1,374 | $130K |
| Hollencrest Capital Management | 0.01% | Reduce -15.3% | 1,365 | $129K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.5% | 1,354 | $128K |
| Ballast Advisors LLC | 0.03% | Reduce -7.3% | 1,344 | $127K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,286 | $122K |
| Highline Wealth Partners LLC | 0.02% | Reduce -3.4% | 1,242 | $117K |
| Howe & Rusling Inc. | 0.01% | Reduce -3.3% | 1,241 | $117K |
| Nova Wealth Management, Inc. | 0.06% | Add +410.8% | 1,231 | $116K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,211 | $115K |
| Alerus Financial NA | 0.01% | Add +35.7% | 1,202 | $114K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +5.7% | 1,196 | $113K |
| Vision Retirement, LLC | 0.03% | Add +6.2% | 1,117 | $106K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -7.8% | 1,106 | $105K |
| Bfsg, LLC | 0.01% | Add +6.4% | 1,098 | $104K |
| Finley Financial, LLC | 0.04% | No change | 1,050 | $99K |
| Cordgrass Capital Advisors, LLC | 0.04% | Reduce -95.0% | 1,036 | $98K |
| Van Eck Associates Corp. | 0.00% | Add +12.5% | 1,019 | $96K |
| Webster Bank, N. A. | 0.01% | No change | 1,013 | $96K |
| Activest Wealth Management | 0.02% | New | 990 | $94K |
| Forum Finance Group S.A. | 0.03% | Reduce -45.4% | 1,215 | $93K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.3% | 943 | $89K |
| Nvwm, LLC | 0.02% | Reduce -70.9% | 914 | $86K |
| Nemes Rush Group LLC | 0.01% | Add +0.8% | 881 | $83K |
| Itau Unibanco Holding S.A. | 0.00% | New | 879 | $83K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -2.5% | 827 | $78K |
| Graney & King, LLC | 0.03% | Add +1.0% | 805 | $76K |
| Ancora Advisors LLC | 0.00% | No change | 788 | $75K |
| Pflug Koory, LLC | 0.03% | No change | 761 | $72K |
| BankChampaign, National Association | 0.06% | No change | 758 | $72K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | Add +14.9% | 742 | $70K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.0% | 726 | $69K |
| Parkside Financial Bank & Trust | 0.00% | New | 714 | $68K |
| Lavaca Capital LLC | 0.01% | Add +46.6% | 670 | $63K |
| NFSG Corp | 0.01% | Add +5341.7% | 653 | $62K |
| St Germain D J Co. Inc. | 0.00% | Reduce -56.9% | 623 | $59K |
| Colonial Trust Co / SC | 0.01% | Reduce -7.3% | 608 | $57K |
| Aventura Private Wealth, LLC | 0.02% | Add +32.6% | 606 | $57K |
| Johnson Financial Group, Inc. | 0.00% | No change | 591 | $56K |
| JPL Wealth Management, LLC | 0.01% | Add +533.3% | 589 | $56K |
| PFS Partners, LLC | 0.02% | No change | 567 | $54K |
| Powell Investment Advisors, LLC | 0.02% | Add +4.6% | 524 | $50K |
| Hartford Financial Management Inc. | 0.01% | New | 521 | $49K |
| Logan Capital Management Inc. | 0.00% | — | 503 | $48K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 499 | $47K |
| Barrett & Company, Inc. | 0.01% | No change | 460 | $44K |
| Smartleaf Asset Management LLC | 0.00% | No change | 446 | $42K |
| GAMMA Investing LLC | 0.00% | No change | 419 | $40K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 415 | $39K |
| Fairscale Capital, LLC | 0.02% | No change | 409 | $39K |
| Y.D. More Investments Ltd | 0.00% | Add +300.0% | 400 | $38K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 400 | $38K |
| Albion Financial Group | 0.00% | New | 399 | $38K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 395 | $37K |
| Rossby Financial, LCC | 0.01% | Add +47.3% | 380 | $36K |
| Rogco, LP | 0.01% | Add +300.0% | 376 | $36K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 357 | $34K |
| Cape Investment Advisory, Inc. | 0.01% | New | 357 | $34K |
| CX Institutional | 0.00% | Reduce -23.9% | 343 | $32K |
| Red Reef Advisors LLC | 0.03% | No change | 337 | $32K |
| BankPlus Trust Department | 0.01% | No change | 335 | $32K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -0.6% | 337 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +100.6% | 329 | $31K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 325 | $31K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 318 | $30K |
| Strive Financial Group ,LLC | 0.01% | Add +483.0% | 309 | $29K |
| Compass Financial Management LLC | 0.00% | — | 305 | $29K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.03% | New | 285 | $29K |
| Asset Dedication, LLC | 0.00% | Reduce -46.5% | 297 | $28K |
| Capital Investment Counsel, Inc | 0.00% | Reduce -9.2% | 295 | $28K |
| Aspect Partners, LLC | 0.01% | New | 291 | $28K |
| Vanguard Advisers Inc. | 0.00% | Reduce -7.4% | 276 | $26K |
| Pioneer Family Office, LLC | 0.01% | New | 270 | $26K |
| Ascentis Independent Advisors | 0.07% | Reduce -97.4% | 265 | $25K |
| Coastline Trust Co | 0.00% | No change | 265 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -42.4% | 265 | $25K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 262 | $25K |
| Rothschild Investment LLC | 0.00% | Reduce -24.6% | 263 | $25K |
| Robinswood Financial LLC | 0.01% | No change | 255 | $24K |
| Mosley Wealth Management | 0.01% | Reduce -75.6% | 254 | $24K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 254 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -34.3% | 251 | $24K |
| Angeles Wealth Management, LLC | 0.00% | Add +25.5% | 246 | $23K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 242 | $23K |
| Elevated Capital Advisors, LLC | 0.01% | Reduce -4.5% | 235 | $22K |
| Rational Advisors, Inc. | 0.00% | Reduce -98.8% | 231 | $22K |
| Park Place Capital Corp | 0.00% | Reduce -4.6% | 228 | $22K |
| Versant Capital Management, Inc | 0.00% | No change | 223 | $21K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 218 | $21K |
| Signature Equity Partners, LLC | 0.01% | Reduce -78.3% | 217 | $20K |
| West Branch Capital LLC | 0.00% | Reduce -13.2% | 210 | $20K |
| Coston, McIsaac & Partners | 0.00% | No change | 210 | $19K |
| Tsfg, LLC | 0.00% | Add +1.0% | 196 | $19K |
| Register Financial Advisors LLC | 0.01% | No change | 197 | $19K |
| Trust Co | 0.00% | No change | 181 | $17K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -60.3% | 173 | $16K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 172 | $16K |
| Bangor Savings Bank | 0.00% | Reduce -7.0% | 172 | $16K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 169 | $16K |
| Hurley Capital, LLC | 0.01% | Add +0.6% | 164 | $16K |
| IMA Advisory Services, Inc. | 0.00% | New | 163 | $15K |
| Hickory Point Bank & Trust | 0.01% | No change | 161 | $15K |
| Montag A & Associates Inc. | 0.00% | Reduce -46.8% | 160 | $15K |
| Main Street Group, LTD | 0.00% | New | 128 | $12K |
| SJS Investment Consulting Inc. | 0.00% | New | 128 | $12K |
| Avion Wealth | 0.00% | No change | 131 | $12K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 126 | $12K |
| Horizon Investments, LLC | 0.00% | Reduce -63.5% | 122 | $11K |
| Trust Co. of Toledo NA | 0.00% | No change | 117 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.9% | 114 | $11K |
| Signaturefd, LLC | 0.00% | No change | 111 | $10K |
| Topsail Wealth Management, LLC | 0.00% | New | 108 | $10K |
| WealthCollab, LLC | 0.00% | New | 105 | $10K |
| Country Trust Bank | 0.00% | No change | 105 | $10K |
| Kingdom Financial Group LLC. | 0.00% | New | 104 | $10K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 100 | $9K |
| Clearstead Trust, LLC | 0.00% | No change | 99 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 93 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 92 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 91 | $9K |
| Tucker Asset Management LLC | 0.00% | No change | 87 | $8K |
| Chilton Capital Management LLC | 0.00% | No change | 86 | $8K |
| Kiker Wealth Management, LLC | 0.00% | No change | 86 | $8K |
| Richardson Financial Services Inc. | 0.00% | No change | 85 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 85 | $8K |
| Costello Asset Management, INC | 0.00% | No change | 76 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 72 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | New | 71 | $7K |
| CVA Family Office, LLC | 0.00% | Reduce -93.2% | 71 | $7K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 66 | $6K |
| Axiom Investment Management LLC | 0.00% | No change | 65 | $6K |
| Networth Advisors, LLC | 0.00% | No change | 65 | $6K |
| Community Bank, N.A. | 0.00% | No change | 65 | $6K |
| Balentine LLC | 0.00% | No change | 65 | $6K |
| First Bancorp, Inc | 0.00% | New | 61 | $6K |
| Dunhill Financial, LLC | 0.00% | Add +771.4% | 61 | $6K |
| Whittier Trust Co. | 0.00% | New | 58 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 56 | $5K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -37.5% | 55 | $5K |
| Fortis Group Advisors, LLC | 0.00% | No change | 54 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 51 | $5K |
| LifeSteps Financial, Inc. | 0.00% | New | 51 | $5K |
| Gleason Group, Inc. | 0.00% | New | 51 | $5K |
| Napier Financial, LLC | 0.00% | Reduce -25.4% | 50 | $5K |
| NWK Group, Inc. | 0.00% | No change | 45 | $4K |
| Motco | 0.00% | No change | 44 | $4K |
| Reicon Wealth Advisors, LLC | 0.00% | No change | 43 | $4K |
| Vanguard National Trust Co | 0.00% | No change | 43 | $4K |
| Birchbrook, Inc. | 0.00% | Add +13.5% | 42 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 41 | $4K |
| Investors Research Corp | 0.00% | No change | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Imprint Wealth LLC | 0.01% | No change | 37 | $3K |
| Spirit of America Management Corp. | 0.00% | Add +7859.3% | 296,006 | $3K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 33 | $3K |
| SummitTX Capital, L.P. | 0.00% | Reduce -100.0% | 32 | $3K |
| SYM FINANCIAL Corp | 0.00% | New | 27 | $3K |
| Eukles Asset Management | 0.00% | No change | 20 | $2K |
| Addison Advisors LLC | 0.00% | Add +35.7% | 19 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | New | 35,652 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 15 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +400.0% | 15 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 14 | $1K |
| SHP Wealth Management | 0.00% | Reduce -70.7% | 12 | $1K |
| Meramec Financial Planners, LLC | 0.00% | New | 12 | $1K |
| Smithfield Trust Co | 0.00% | No change | 12 | $1K |
| First Pacific Financial | 0.00% | No change | 10 | $965 |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -16.7% | 10 | $907 |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -85.5% | 9 | $851 |
| Russell Investments Group, Ltd. | 0.00% | Add +60.0% | 8 | $767 |
| Sankala Group LLC | 0.00% | No change | 6 | $579 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 6 | $567 |
| Oakmont Advisory Group, LLC | 0.00% | New | 5 | $492 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $490 |
| Luminist Capital LLC | 0.00% | New | 2 | $189 |
| Financial Gravity Companies, Inc. | 0.00% | — | 1 | $95 |
| Rakuten Securities, Inc. | 0.00% | Reduce -99.7% | 1 | $95 |
| GW&K Investment Management, LLC | 0.00% | No change | 4 | $0 |
"% 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.