iShares 20+ Year Treasury BDTLTETF
13F holders, Q1 2024 (March 31)1,119holders
4famous investors
$92.90avg. 13F price*
At the end of Q1 2024, 1,119 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings. The largest holders were Bank of America Corp. ($4.8B), Morgan Stanley ($4.4B) and Rafferty Asset Management, LLC ($3.4B). 4 famous investors held it, including Paul Tudor Jones (0.7% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares 20+ Year Treasury BD
- CUSIP
- 464287432
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 144 | $353.4M |
| Exits | 127 | $903.0M |
Ownership 1,119 holders
| Bank of America Corp. | 0.48% | Add +6.3% | 51,097,611 | $4.8B |
| Morgan Stanley | 0.35% | Add +21.4% | 46,677,455 | $4.4B |
| Rafferty Asset Management, LLC | 12.61% | Reduce -2.3% | 35,736,031 | $3.4B |
| Jane Street Group, LLC | 2.40% | Add +49.1% | 19,599,021 | $1.9B |
| FMR LLC | 0.12% | Reduce -1.4% | 19,163,987 | $1.8B |
| BlackRock Inc. | 0.04% | Add +2.7% | 17,281,166 | $1.6B |
| Envestnet Asset Management Inc. | 0.55% | Reduce -9.3% | 15,603,776 | $1.5B |
| UBS Group AG | 0.31% | Reduce -28.0% | 9,841,588 | $931.2M |
| TD Asset Management Inc | 0.86% | Reduce -0.1% | 9,725,766 | $920.3M |
| Cibc World Market Inc. | 1.67% | Add +47.4% | 6,894,755 | $652.4M |
| JPMorgan Chase & Co. | 0.05% | Reduce -17.5% | 5,622,639 | $532.0M |
| Susquehanna International Group, LLP | 0.78% | Add +46.0% | 5,421,796 | $513.0M |
| Ameriprise Financial Inc. | 0.13% | Reduce -21.1% | 5,035,579 | $482.2M |
| LPL Financial LLC | 0.23% | Reduce -8.2% | 4,532,336 | $428.8M |
| Wells Fargo & Company | 0.11% | Reduce -6.6% | 4,230,017 | $400.2M |
| Barclays PLC | 0.18% | Add +49.8% | 4,150,061 | $392.7M |
| Nan Shan Life Insurance Co., Ltd. | 8.71% | No change | 3,913,679 | $370.3M |
| HSBC Holdings PLC | 0.23% | Add +7217.4% | 3,477,947 | $329.1M |
| Citigroup Inc. | 0.35% | Add +349.4% | 3,411,439 | $322.8M |
| Mackenzie Financial Corp. | 0.40% | Add +30.9% | 2,903,100 | $274.7M |
| Janney Montgomery Scott LLC | 0.72% | Reduce -6.7% | 2,549,197 | $241.2M |
| Vantagepoint Investment Advisers LLC | 38.73% | No change | 2,473,541 | $234.0M |
| Osaic Holdings, Inc. | 0.51% | Reduce -41.0% | 2,429,610 | $229.9M |
| Raymond James Financial Services Advisors, Inc. | 0.31% | Add +9.9% | 2,221,259 | $210.2M |
| Royal Bank of Canada | 0.05% | Add +2.5% | 2,216,011 | $209.7M |
| Assetmark, Inc. | 0.66% | Reduce -52.0% | 2,157,809 | $204.2M |
| Raymond James & Associates | 0.12% | Reduce -6.8% | 1,869,681 | $176.9M |
| Truist Financial Corp. | 0.26% | Reduce -10.7% | 1,821,573 | $172.4M |
| Envestnet Portfolio Solutions, Inc. | 0.63% | Reduce -9.8% | 1,777,865 | $168.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -8.1% | 1,771,037 | $167.6M |
| Alliancebernstein L.P. | 0.06% | Reduce -1.5% | 1,752,716 | $165.8M |
| Stifel Financial Corp. | 0.16% | Reduce -10.6% | 1,495,130 | $141.5M |
| Harvest Portfolios Group Inc. | 5.40% | Add +85.3% | 1,461,707 | $138.3M |
| Parallax Volatility Advisers, L.P. | 4.42% | Reduce -8.9% | 1,408,378 | $133.3M |
| Commonwealth Equity Services, LLC | 0.21% | Add +14.5% | 1,353,237 | $128.0M |
| AIA Group Ltd | 4.06% | Add +113.2% | 1,312,996 | $124.2M |
| Nationwide Fund Advisors | 13.45% | Add +1.7% | 1,312,626 | $124.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -11.8% | 1,276,923 | $120.8M |
| Cetera Investment Advisers | 0.28% | Add +121.3% | 1,264,933 | $119.7M |
| Hantz Financial Services, Inc. | 2.26% | Add +55.9% | 1,226,988 | $116.1M |
| WS Management LLLP | 10.43% | Reduce -20.2% | 1,203,600 | $113.9M |
| WestEnd Advisors, LLC | 2.89% | Reduce -5.9% | 1,180,043 | $111.7M |
| Manufacturers Life Insurance Company, The | 0.10% | Add +67.2% | 1,179,046 | $111.6M |
| Cwm, LLC | 0.54% | Reduce -6.9% | 1,169,938 | $110.7M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +44.3% | 1,120,780 | $106.0M |
| Victory Capital Management Inc. | 0.09% | Add +10.9% | 940,285 | $89.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Add +154.1% | 929,137 | $87.9M |
| US Bancorp \de | 0.12% | Add +4.6% | 918,517 | $86.9M |
| Cullen/Frost Bankers, Inc. | 1.27% | Add +12.9% | 906,283 | $85.8M |
| Ally Financial Inc. | 11.15% | No change | 873,000 | $82.6M |
| BNP Paribas Financial Markets | 0.10% | Reduce -56.2% | 871,497 | $82.5M |
| Park Avenue Securities LLC | 1.03% | Reduce -16.9% | 842,981 | $79.8M |
| Citadel Advisors | 0.08% | Reduce -52.5% | 829,664 | $78.5M |
| Deutsche Bank AG | 0.04% | Add +563280.3% | 800,000 | $75.7M |
| HighTower Advisors, LLC | 0.12% | Add +21.1% | 796,539 | $75.3M |
| MML Investors Services, LLC | 0.29% | Reduce -25.0% | 755,586 | $71.5M |
| Rockefeller Capital Management L.P. | 0.21% | Add +78.5% | 749,391 | $70.9M |
| Maxi Investments CY Ltd | 15.48% | Reduce -51.6% | 610,505 | $57.8M |
| Disciplina Capital Management LLC | 9.68% | Add +27.3% | 606,376 | $57.4M |
| Tudor Investment Corporation | 0.69% | Add +4736.7% | 600,046 | $56.8M |
| ING Groep NV | 0.38% | New | 585,200 | $55.4M |
| Ground Swell Capital, LLC | 57.94% | Add +507.6% | 584,036 | $55.3M |
| Bank of Montreal | 0.02% | Reduce -10.1% | 583,360 | $55.2M |
| CI Investments Inc. | 0.22% | Add +3.5% | 575,949 | $54.5M |
| Thrivent Financial for Lutherans | 0.11% | Add +5.9% | 559,756 | $53.0M |
| Jordan Park Group LLC | 3.09% | Add +54.0% | 514,017 | $48.6M |
| Atria Wealth Solutions, Inc. | 0.55% | Add +18.3% | 509,824 | $48.2M |
| Lombard Odier Asset Management (USA) Corp | 6.99% | Add +150.0% | 500,000 | $47.3M |
| AlTi Global, Inc. | 1.29% | Reduce -15.7% | 491,331 | $46.5M |
| AE Wealth Management LLC | 0.51% | Reduce -40.2% | 480,976 | $45.5M |
| GFG Capital, LLC | 11.75% | Add +6965.3% | 7,466,784 | $45.5M |
| U.S. Capital Wealth Advisors, LLC | 1.77% | Reduce -50.0% | 479,922 | $45.4M |
| Dynasty Wealth Management, LLC | 1.41% | — | 468,677 | $44.3M |
| Quotient Wealth Partners, LLC | 1.52% | Add +11.0% | 448,852 | $42.5M |
| WNY Asset Management, LLC | 6.29% | Add +4.4% | 435,260 | $41.2M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +6.9% | 432,745 | $40.9M |
| University of Illinois Foundation | 14.67% | No change | 419,412 | $39.7M |
| GR Financial Group, LLC | 9.14% | New | 417,178 | $39.5M |
| Hamilton Capital Partners Inc. | 4.69% | Add +38.5% | 409,926 | $38.8M |
| CX Institutional | 1.83% | Add +14.9% | 402,731 | $38.1M |
| GM Advisory Group, LLC | 2.54% | Reduce -3.7% | 382,500 | $36.2M |
| CPC Advisors, LLC | 6.00% | Add +6.0% | 371,104 | $35.1M |
| IFP Advisors, Inc | 1.43% | Add +4.7% | 344,156 | $32.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.37% | Reduce -23.7% | 366,764 | $32.6M |
| United Capital Financial Advisors, LLC | 0.27% | Reduce -29.1% | 340,915 | $32.3M |
| Townsend & Associates, Inc | 3.75% | Add +2.6% | 361,637 | $32.2M |
| Evoke Wealth, LLC | 0.96% | New | 339,613 | $32.1M |
| Two Sigma Investments, LP | 0.08% | Add +20.4% | 328,878 | $31.1M |
| Captrust Financial Advisors | 0.11% | Reduce -22.5% | 324,557 | $30.7M |
| BCM Advisors, LLC | 7.54% | Add +1.2% | 336,724 | $29.8M |
| Tiaa Trust, National Association | 0.09% | Reduce -36.0% | 309,499 | $29.3M |
| Crestone Asset Management LLC | 5.88% | Reduce -4.3% | 308,928 | $29.2M |
| Bell Investment Advisors, Inc | 5.66% | Add +10.9% | 306,193 | $29.0M |
| PEAK6 Investments LLC | 1.39% | Reduce -76.5% | 304,104 | $28.8M |
| Cadence Wealth Management LLC | 29.59% | Add +28.9% | 304,070 | $28.8M |
| Atria Investments, Inc | 0.39% | Reduce -11.7% | 296,861 | $28.1M |
| Westwood Holdings Group Inc. | 0.22% | Add +6.2% | 295,985 | $28.0M |
| Foundations Investment Advisors, LLC | 0.72% | Reduce -1.4% | 292,609 | $27.7M |
| DSC Meridian Capital LP | 34.33% | Add +122.7% | 292,523 | $27.7M |
| IHT Wealth Management, LLC | 1.09% | Add +76.5% | 286,649 | $27.1M |
| Lebenthal Global Advisors, LLC | 5.97% | Add +29.3% | 283,762 | $26.8M |
| Krilogy Financial LLC | 2.05% | Add +151.1% | 282,875 | $26.8M |
| Centaurus Financial, Inc. | 1.84% | Reduce -3.8% | 277,912 | $26.3M |
| PNC Financial Services Group, Inc. | 0.02% | Add +4.2% | 271,570 | $25.7M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -1.3% | 258,471 | $24.5M |
| TD Waterhouse Canada Inc. | 0.18% | Reduce -10.0% | 226,239 | $24.4M |
| NewEdge Advisors, LLC | 0.21% | Reduce -22.4% | 250,412 | $23.7M |
| Concurrent Investment Advisors, LLC | 0.96% | Add +91.7% | 249,659 | $23.6M |
| Gould Asset Management LLC | 5.60% | Add +3.7% | 244,681 | $23.2M |
| New Harbor Financial Group, LLC | 8.41% | Reduce -2.1% | 239,435 | $22.7M |
| Neuberger Berman Group LLC | 0.02% | Add +413.8% | 231,419 | $21.9M |
| RS Crum Inc. | 5.88% | Add +2.6% | 228,038 | $21.6M |
| Kestra Private Wealth Services, LLC | 0.48% | Add +5.9% | 227,037 | $21.5M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +19.0% | 225,855 | $21.4M |
| Fisher Asset Management | 0.01% | Reduce -2.6% | 225,267 | $21.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.66% | Reduce -6.4% | 225,175 | $21.3M |
| Affinity Wealth Management LLC | 3.90% | Add +2.0% | 222,763 | $21.1M |
| Old Mission Capital LLC | 0.50% | Add +186.8% | 214,607 | $20.3M |
| American Asset Management Inc. | 30.07% | Reduce -0.0% | 212,774 | $20.1M |
| One Day In July LLC | 2.64% | Reduce -31.9% | 209,876 | $19.9M |
| Comerica Bank | 0.09% | Add +8.2% | 209,802 | $19.9M |
| Insight Wealth Strategies, LLC | 2.87% | Add +4.2% | 206,884 | $19.6M |
| JB Capital LLC | 1.25% | Reduce -13.7% | 198,450 | $18.8M |
| Granby Capital Management, LLC | 9.15% | Add +41.4% | 198,000 | $18.7M |
| Brookstone Capital Management | 0.33% | Reduce -2.2% | 197,680 | $18.7M |
| Conning Inc. | 0.62% | No change | 193,000 | $18.3M |
| National Bank of Canada | 0.03% | Reduce -94.1% | 202,614 | $18.3M |
| Main Street Research LLC | 1.23% | Add +1.6% | 191,876 | $18.2M |
| Mariner, LLC | 0.04% | Reduce -27.0% | 190,837 | $18.1M |
| Horst & Graben Wealth Management LLC | 3.66% | Reduce -10.9% | 190,248 | $18.0M |
| Journey Strategic Wealth LLC | 0.79% | Reduce -5.2% | 189,546 | $17.9M |
| CreativeOne Wealth, LLC | 0.70% | Add +59.0% | 186,934 | $17.7M |
| Townsquare Capital LLC | 0.26% | Reduce -41.0% | 185,581 | $17.6M |
| Systematic Alpha Investments, LLC | 0.70% | No change | 184,000 | $17.4M |
| MY Wealth Management Inc. | 18.58% | Reduce -5.0% | 178,018 | $16.8M |
| Prospera Financial Services Inc | 0.50% | Add +0.2% | 177,812 | $16.8M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -3.0% | 177,254 | $16.8M |
| Allworth Financial LP | 0.12% | Add +197.8% | 176,685 | $16.7M |
| Exencial Wealth Advisors, LLC | 0.62% | Add +0.6% | 176,453 | $16.7M |
| Osborne Partners Capital Management, LLC | 1.02% | Add +6.9% | 175,630 | $16.6M |
| Members Advisory Group LLC | 9.34% | Add +1.1% | 174,251 | $16.5M |
| Balyasny Asset Management L.P. | 0.04% | Reduce -69.4% | 174,209 | $16.5M |
| IMC-Chicago, LLC | 0.57% | Reduce -75.9% | 171,900 | $16.3M |
| Jump Financial, LLC | 0.44% | Reduce -35.4% | 170,131 | $16.1M |
| Procyon Advisors, LLC | 1.20% | Add +358.9% | 163,522 | $15.5M |
| Afg Fiduciary Services Limited Partnership | 11.17% | Add +106.5% | 163,769 | $15.1M |
| Stephens Inc. | 0.23% | Add +9.3% | 158,822 | $15.0M |
| Mercer Global Advisors Inc. | 0.04% | Add +328.9% | 158,099 | $15.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +23.5% | 155,724 | $14.7M |
| Sinecera Capital, LLC | 20.07% | Reduce -18.6% | 148,453 | $14.5M |
| SlateStone Wealth, LLC | 1.44% | Add +2.3% | 151,588 | $14.3M |
| Willis Johnson & Associates, Inc. | 1.25% | Add +6.9% | 151,481 | $14.3M |
| Madrona Financial Services, LLC | 4.99% | Add +25.9% | 151,311 | $14.3M |
| Royal Fund Management, LLC | 1.64% | Add +86.7% | 150,638 | $14.3M |
| Prudential Financial Inc. | 0.02% | Reduce -3.0% | 149,380 | $14.1M |
| BOS Asset Management, LLC | 7.36% | Add +497.8% | 148,057 | $14.0M |
| Continuum Advisory, LLC | 2.09% | Reduce -7.6% | 154,092 | $14.0M |
| OneDigital Investment Advisors LLC | 0.22% | Reduce -1.2% | 145,574 | $13.8M |
| First Horizon Advisors, Inc. | 0.42% | Add +0.3% | 145,123 | $13.7M |
| Avantax Advisory Services, Inc. | 0.12% | Reduce -6.2% | 144,125 | $13.6M |
| Strategic Investment Advisors / MI | 1.74% | Reduce -45.8% | 143,273 | $13.6M |
| HRT Financial LP | 0.08% | Reduce -91.5% | 143,081 | $13.5M |
| Davis-Rea LTD. | 6.12% | New | 142,005 | $13.4M |
| Sowell Financial Services LLC | 0.63% | Add +14.8% | 141,372 | $13.4M |
| Clarity Financial LLC | 2.06% | Add +8.3% | 140,733 | $13.3M |
| Mutual Advisors, LLC | 0.42% | Add +3.5% | 137,133 | $13.0M |
| Berger Financial Group, Inc | 1.05% | Add +19.3% | 135,074 | $12.8M |
| Private Advisor Group, LLC | 0.09% | Add +18.7% | 134,660 | $12.7M |
| Level Four Advisory Services, LLC | 0.68% | Add +2.5% | 125,475 | $12.4M |
| TAP Consulting, LLC | 2.66% | Reduce -19.4% | 127,652 | $12.1M |
| Commonwealth Financial Services, LLC | 2.83% | Reduce -0.4% | 121,517 | $12.0M |
| Connable Office Inc. | 1.36% | New | 126,756 | $12.0M |
| Amundi | 0.01% | Reduce -0.7% | 135,000 | $12.0M |
| Lwmg, LLC | 2.70% | Add +8.1% | 123,827 | $11.7M |
| GDS Wealth Management | 1.37% | Add +44.4% | 123,727 | $11.7M |
| Goodman Advisory Group, LLC | 3.69% | New | 123,096 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +53.3% | 121,685 | $11.5M |
| Dynamic Advisor Solutions LLC | 0.39% | Add +14.1% | 121,216 | $11.5M |
| Advisory Services Network, LLC | 0.25% | Reduce -13.8% | 120,260 | $11.4M |
| Wealth Management Associates, Inc. | 5.30% | Add +4.0% | 123,169 | $11.3M |
| Pinnacle Financial Partners Inc | 0.24% | Add +19.3% | 119,189 | $11.3M |
| Wolverine Trading, LLC | 0.11% | Reduce -41.4% | 118,152 | $11.2M |
| Summit Global Investments | 0.83% | New | 117,567 | $11.1M |
| Sharkey, Howes & Javer | 1.82% | Reduce -1.5% | 117,519 | $11.1M |
| Greenup Street Wealth Management LLC | 2.78% | Reduce -10.3% | 117,041 | $11.1M |
| Mechanics Bank Trust Department | 1.60% | Add +4.4% | 115,334 | $10.9M |
| Walleye Capital LLC | 0.13% | New | 115,317 | $10.9M |
| Leo Wealth, LLC | 1.11% | Add +10.0% | 116,392 | $10.9M |
| First National Corp. /Ma/ | 2.68% | Reduce -0.2% | 110,085 | $10.9M |
| Trek Financial, LLC | 0.86% | Reduce -12.1% | 114,437 | $10.8M |
| Vantage Financial Partners Ltd., Inc. | 2.82% | Add +5.6% | 114,380 | $10.8M |
| Sigma Planning Corp | 0.34% | Add +565.5% | 114,018 | $10.8M |
| Freedom Investment Management, Inc. | 0.86% | Reduce -13.8% | 113,686 | $10.8M |
| Legacy Advisory Services, LLC | 10.16% | Add +21.3% | 113,315 | $10.7M |
| Invst, LLC | 1.26% | Add +2.5% | 114,771 | $10.6M |
| Janney Capital Management LLC | 0.70% | Add +0.8% | 110,790 | $10.5M |
| Harbour Investments, Inc. | 0.37% | Add +344.3% | 109,003 | $10.3M |
| Creative Financial Designs Inc. | 0.97% | Add +2.2% | 108,004 | $10.2M |
| Banco Santander, S.A. | 0.12% | Add +2647.0% | 107,159 | $10.1M |
| Creative Planning | 0.01% | Reduce -6.2% | 106,487 | $10.1M |
| Penserra Capital Management LLC | 0.13% | New | 105,160 | $9.9M |
| Horizon Investments, LLC | 0.26% | Reduce -14.4% | 105,756 | $9.9M |
| Richard W. Paul & Associates, LLC | 3.96% | Add +4.6% | 104,925 | $9.9M |
| Marshall Wace, LLP | 0.02% | Reduce -50.8% | 104,742 | $9.9M |
| Mill Creek Capital Advisors, LLC | 0.27% | Add +4303.3% | 104,227 | $9.9M |
| Vestmark Advisory Solutions, Inc. | 0.42% | Add +1992.3% | 104,073 | $9.8M |
| Summit Financial, LLC | 0.57% | Add +49.8% | 102,267 | $9.7M |
| Schroder Investment Management Group | 0.01% | Reduce -84.6% | 101,328 | $9.6M |
| Cultivar Capital, Inc. | 8.18% | Add +4.0% | 101,272 | $9.6M |
| MRA Advisory Group | 5.72% | New | 101,173 | $9.6M |
| Arlington Capital Management, Inc. | 7.84% | New | 99,655 | $9.4M |
| Prudential PLC | 0.08% | Reduce -75.8% | 99,391 | $9.4M |
| Palumbo Wealth Management LLC | 4.11% | Add +1.5% | 96,926 | $9.2M |
| Basswood Capital Management, L.L.C. | 0.53% | No change | 96,154 | $9.1M |
| SG Americas Securities, LLC | 0.05% | Add +525.5% | 95,679 | $9.1M |
| Strategic Blueprint, LLC | 0.64% | Add +9.1% | 94,954 | $9.0M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -18.0% | 92,477 | $8.8M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -18.0% | 92,477 | $8.8M |
| Kingsview Wealth Management, LLC | 0.22% | Add +1.2% | 91,722 | $8.7M |
| Alternative Investment Advisors, LLC. | 5.19% | Reduce -3.0% | 93,069 | $8.6M |
| Geneos Wealth Management Inc. | 0.39% | Reduce -14.7% | 90,677 | $8.6M |
| Baird Financial Group, Inc. | 0.02% | Reduce -14.3% | 90,662 | $8.6M |
| Redwood Investment Management, LLC | 0.81% | Reduce -11.2% | 90,327 | $8.5M |
| FPC Investment Advisory, Inc. | 8.42% | — | 96,651 | $8.5M |
| Alerus Financial NA | 0.65% | New | 90,286 | $8.5M |
| Paloma Partners Management Co | 1.79% | No change | 90,000 | $8.5M |
| Kelly Financial Services LLC | 3.26% | Add +1.5% | 89,951 | $8.5M |
| West Family Investments, Inc. | 2.61% | No change | 71,489 | $8.4M |
| Venture Visionary Partners LLC | 0.40% | Add +18.8% | 88,476 | $8.4M |
| Ategra Capital Management, LLC | 3.76% | Add +32.6% | 86,478 | $8.2M |
| Avitas Wealth Management LLC | 1.24% | Add +1.4% | 86,431 | $8.2M |
| Heartwood Wealth Advisors LLC | 1.00% | Add +7.8% | 86,113 | $8.1M |
| High Falls Advisors, Inc | 2.05% | Reduce -16.5% | 86,098 | $8.1M |
| Cadent Capital Advisors, LLC | 3.24% | Add +135.1% | 85,690 | $8.1M |
| Retirement Financial Solutions, LLC | 4.14% | Add +9.5% | 85,087 | $8.1M |
| Gladstone Institutional Advisory LLC | 0.44% | Add +20.9% | 84,973 | $8.0M |
| Arvest Investments, Inc. | 1.27% | Add +25.6% | 84,496 | $8.0M |
| Independent Financial Group, LLC | 0.37% | Reduce -13.6% | 84,420 | $8.0M |
| Ethos Financial Group, LLC | 1.52% | Add +5.7% | 84,228 | $8.0M |
| Refined Wealth Management | 5.58% | Add +5.8% | 83,645 | $7.9M |
| RIA Advisory Group LLC | 3.20% | New | 83,549 | $7.9M |
| Cambridge Associates LLC /Ma/ | 0.42% | Add +14.7% | 83,442 | $7.9M |
| Stonebrook Private Inc. | 2.23% | Reduce -17.9% | 80,769 | $7.6M |
| V2 Financial group LLC | 5.20% | Reduce -3.4% | 80,579 | $7.6M |
| Delta Investment Management, LLC | 1.73% | Add +3.6% | 80,385 | $7.6M |
| Northeast Financial Group, Inc. | 3.33% | Add +11.3% | 79,464 | $7.5M |
| Austin Private Wealth, LLC | 0.86% | Reduce -15.9% | 81,652 | $7.5M |
| Birchbrook, Inc. | 4.45% | Add +12.7% | 79,067 | $7.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.55% | Reduce -1.7% | 78,821 | $7.5M |
| New York Life Investment Management LLC | 0.07% | Add +118.1% | 77,789 | $7.4M |
| Rehmann Capital Advisory Group | 0.55% | Add +10.9% | 77,785 | $7.4M |
| Summit X, LLC | 1.87% | Reduce -8.9% | 77,321 | $7.3M |
| Venturi Wealth Management, LLC | 0.47% | Add +7.4% | 77,233 | $7.3M |
| DAVENPORT & Co LLC | 0.05% | Add +21.7% | 77,063 | $7.3M |
| Fullerton Fund Management Co Ltd. | 0.35% | Add +8.6% | 76,999 | $7.3M |
| Icon Wealth Advisors, LLC | 0.68% | Reduce -14.6% | 76,993 | $7.3M |
| Arete Wealth Advisors, LLC | 0.67% | Add +6.4% | 79,161 | $7.2M |
| Fortis Group Advisors, LLC | 1.33% | Add +1542.7% | 76,075 | $7.2M |
| Klaas Financial Asset Advisors, LLC | 1.43% | Add +3.0% | 76,008 | $7.2M |
| Fermata Advisors, LLC | 1.60% | Reduce -37.8% | 75,243 | $7.1M |
| Elevatus Welath Management | 2.80% | Reduce -48.3% | 75,062 | $7.1M |
| Nvwm, LLC | 1.95% | Add +25.5% | 75,041 | $7.1M |
| Scoggin Management LP | 5.27% | Add +50.0% | 75,000 | $7.1M |
| Security Benefit Life Insurance Co. | 2.22% | No change | 74,200 | $7.0M |
| ShoreHaven Wealth Partners, LLC | 3.83% | Add +17.4% | 73,501 | $7.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.85% | Add +28382.2% | 73,484 | $7.0M |
| Bramshill Investments, LLC | 0.82% | Add +3063.4% | 73,422 | $6.9M |
| Toronto Dominion Bank | 0.01% | Reduce -43.9% | 72,490 | $6.9M |
| Wooster Corthell Wealth Management, Inc. | 1.57% | Add +3.0% | 72,428 | $6.9M |
| Foster & Motley Inc. | 0.47% | Add +14.8% | 71,867 | $6.8M |
| One Wealth Advisors, LLC | 1.18% | Reduce -8.3% | 71,606 | $6.8M |
| Concourse Financial Group Securities, Inc. | 0.44% | Reduce -15.7% | 71,188 | $6.7M |
| Equitable Holdings, Inc. | 0.07% | Add +12.5% | 70,345 | $6.7M |
| Liberty Wealth Management LLC | 1.30% | Add +7.6% | 70,161 | $6.7M |
| First Trust Advisors LP | 0.01% | Reduce -16.2% | 69,972 | $6.6M |
| Farther Finance Advisors, LLC | 0.40% | Add +27.0% | 70,410 | $6.5M |
| Stone House Investment Management, LLC | 1.53% | Add +30.4% | 68,554 | $6.5M |
| Man Group plc | 0.02% | Reduce -60.6% | 68,454 | $6.5M |
| Tiller Private Wealth, Inc. | 2.85% | Add +12.7% | 67,442 | $6.4M |
| Full Sail Capital, LLC | 0.44% | Reduce -12.5% | 66,868 | $6.3M |
| SteelPeak Wealth, LLC | 0.32% | Add +7.1% | 66,592 | $6.3M |
| Credit Suisse AG/ | 0.01% | Add +24.5% | 66,060 | $6.3M |
| First Heartland Consultants, Inc. | 0.65% | Add +1.0% | 65,718 | $6.2M |
| Blue Trust, Inc. | 0.09% | Reduce -20.0% | 65,325 | $6.2M |
| LPF Advisors LLC | 6.15% | Add +28.7% | 64,856 | $6.1M |
| GLOBALT Investments LLC / GA | 0.24% | Reduce -2.9% | 64,275 | $6.1M |
| Scotia Capital Inc. | 0.04% | Reduce -31.3% | 63,536 | $6.0M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -48.7% | 67,714 | $6.0M |
| Bay Rivers Group | 3.27% | Add +10.5% | 62,988 | $6.0M |
| Shelton Wealth Management, LLC | 3.73% | Add +152.8% | 62,709 | $5.9M |
| Van Hulzen Asset Management, LLC | 0.39% | Add +2.1% | 62,615 | $5.9M |
| Custos Family Office, LLC | 3.01% | Add +3.5% | 61,732 | $5.8M |
| Lauer Wealth, LLC | 5.05% | Reduce -7.4% | 64,727 | $5.8M |
| Oliver Lagore Vanvalin Investment Group | 1.73% | Add +240.4% | 60,993 | $5.8M |
| Hollow Brook Wealth Management LLC | 2.13% | Add +0.6% | 60,718 | $5.7M |
| BlueDrive Global Investors LLP | 9.30% | No change | 58,835 | $5.6M |
| Blue Investment Partners LLC | 2.89% | Add +10.8% | 58,733 | $5.6M |
| Heck Capital Advisors, LLC | 0.84% | Add +3.5% | 58,555 | $5.5M |
| RFG Advisory, LLC | 0.19% | Reduce -8.3% | 57,988 | $5.5M |
| Moneco Advisors, LLC | 0.87% | Add +46.6% | 57,805 | $5.5M |
| Aptus Capital Advisors, LLC | 0.12% | Add +5236.6% | 57,475 | $5.4M |
| James Investment Research, Inc. | 0.65% | Reduce -32.9% | 57,393 | $5.4M |
| Stratos Wealth Advisors, LLC | 0.32% | Reduce -13.2% | 57,138 | $5.4M |
| CoreCap Advisors, LLC | 0.29% | Reduce -4.7% | 56,969 | $5.4M |
| Alliance Wealth Advisors, LLC | 1.59% | Reduce -49.5% | 56,333 | $5.3M |
| Axxcess Wealth Management, LLC | 0.15% | Reduce -3.1% | 56,167 | $5.3M |
| GeoWealth Management, LLC | 0.21% | Reduce -47.9% | 56,058 | $5.3M |
| Visionary Wealth Advisors | 0.36% | Add +27.8% | 56,025 | $5.3M |
| Insight 2811, Inc. | 2.71% | Add +0.1% | 55,803 | $5.3M |
| Transamerica Financial Advisors, LLC | 0.52% | Reduce -52.1% | 54,436 | $5.2M |
| Emergent Wealth Advisors, LLC | 4.42% | Add +39.9% | 54,062 | $5.1M |
| Verition Fund Management LLC | 0.05% | Reduce -79.0% | 53,300 | $5.0M |
| Wedbush Securities Inc. | 0.19% | Add +31.1% | 52,877 | $5.0M |
| Boothbay Fund Management, LLC | 0.16% | Add +20.2% | 52,789 | $5.0M |
| GTS Securities LLC | 0.13% | Reduce -89.0% | 52,519 | $5.0M |
| Balefire, LLC | 1.79% | Reduce -4.2% | 52,476 | $5.0M |
| TSA Wealth Managment LLC | 2.15% | Reduce -24.9% | 52,213 | $4.9M |
| AllGen Financial Advisors, Inc. | 2.00% | Reduce -52.5% | 51,887 | $4.9M |
| Advisory Alpha, LLC | 0.20% | Reduce -0.7% | 51,884 | $4.9M |
| CMC Financial Group | 6.90% | Reduce -43.6% | 51,703 | $4.9M |
| Gries Financial LLC | 0.82% | Reduce -26.3% | 51,566 | $4.9M |
| Capitolis Liquid Global Markets LLC | 0.08% | Reduce -97.4% | 51,190 | $4.8M |
| Franklin Resources Inc. | 0.00% | Add +2.5% | 51,033 | $4.8M |
| Aspect Partners, LLC | 3.80% | Add +13.0% | 50,917 | $4.8M |
| Berkeley Capital Partners, LLC | 1.47% | Add +14.8% | 50,795 | $4.8M |
| Pallas Capital Advisors LLC | 0.20% | Add +11.7% | 50,708 | $4.8M |
| Wealth Alliance, LLC | 0.63% | Add +0.4% | 50,479 | $4.8M |
| Two Sigma Securities, LLC | 0.23% | Reduce -17.2% | 50,279 | $4.8M |
| Spire Wealth Management | 0.09% | Reduce -1.5% | 50,140 | $4.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -97.5% | 50,000 | $4.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | No change | 49,950 | $4.7M |
| Almanack Investment Partners, LLC. | 0.80% | New | 49,574 | $4.7M |
| Eley Financial Management, Inc | 2.00% | Reduce -0.3% | 49,018 | $4.6M |
| TNF LLC | 1.82% | Reduce -6.6% | 52,103 | $4.6M |
| Stableford Capital II LLC | 1.83% | Add +0.1% | 48,311 | $4.6M |
| Fifth Third Bancorp | 0.02% | Add +21.8% | 48,040 | $4.5M |
| Keel Point, LLC | 0.46% | Add +1.1% | 47,331 | $4.5M |
| Principal Financial Group Inc. | 0.00% | Add +17.6% | 47,236 | $4.5M |
| Sourcerock Group LLC | 0.36% | Add +24.9% | 47,079 | $4.5M |
| Pettinga Financial Advisors LLC | 1.13% | Add +6.0% | 46,727 | $4.4M |
| Adapt Wealth Advisors, LLC | 3.14% | — | 46,670 | $4.4M |
| Corient Private Wealth LP | 0.01% | Reduce -24.8% | 46,437 | $4.4M |
| ONE Advisory Partners, LLC | 2.16% | Reduce -4.9% | 46,394 | $4.4M |
| HCR Wealth Advisors | 0.66% | Reduce -1.3% | 46,139 | $4.4M |
| Alpha Square Group S LLC | 8.14% | No change | 46,000 | $4.4M |
| Crescent Grove Advisors, LLC | 0.45% | Reduce -6.0% | 45,618 | $4.3M |
| Cypress Capital Management LLC (WY) | 4.71% | Reduce -3.1% | 45,566 | $4.3M |
| Sunbelt Securities, Inc. | 0.48% | Add +61.5% | 45,179 | $4.3M |
| iA Global Asset Management Inc. | 0.09% | Reduce -0.0% | 44,701 | $4.2M |
| NorthRock Partners, LLC | 0.16% | Reduce -21.1% | 44,549 | $4.2M |
| Braun-Bostich & Associates Inc. | 3.49% | New | 44,064 | $4.2M |
| Integrated Advisors Network LLC | 0.21% | Add +11.3% | 43,349 | $4.1M |
| Correct Capital Wealth Management | 0.94% | Add +78.2% | 43,161 | $4.1M |
| Brown Wealth Management, LLC | 1.69% | Add +90.5% | 43,154 | $4.1M |
| Retirement Group, LLC | 1.45% | Reduce -16.8% | 42,664 | $4.0M |
| Beam Wealth Advisors, Inc. | 2.41% | Add +124.7% | 42,429 | $4.0M |
| Verus Capital Partners, LLC | 0.44% | Add +5.5% | 42,427 | $4.0M |
| Bright Futures Wealth Management, LLC. | 2.16% | — | 42,693 | $4.0M |
| Watts Gwilliam & Co., LLC | 1.23% | — | 43,773 | $4.0M |
| Vontobel Holding Ltd. | 0.03% | Add +16.7% | 42,002 | $4.0M |
| Global Wealth Strategies & Associates | 1.49% | New | 41,806 | $4.0M |
| PAX Financial Group, LLC | 0.79% | Reduce -16.4% | 41,718 | $3.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.21% | Add +96.3% | 41,656 | $3.9M |
| Advus Financial Partners, LLC | 1.22% | Add +4.2% | 41,567 | $3.9M |
| Quadrant Private Wealth Management, LLC | 0.99% | Add +5.4% | 41,338 | $3.9M |
| Transcend Capital Advisors, LLC | 0.31% | Reduce -7.1% | 41,279 | $3.9M |
| Lodestar Private Asset Management LLC | 0.55% | Add +29.3% | 41,042 | $3.9M |
| FWL Investment Management, LLC | 2.14% | Add +7.9% | 41,007 | $3.9M |
| Syntax Research, Inc. | 2.96% | Reduce -1.4% | 40,933 | $3.9M |
| Fortis Advisors, LLC | 2.59% | Add +0.1% | 40,919 | $3.9M |
| Cinctive Capital Management LP | 0.20% | New | 40,880 | $3.9M |
| Wealthfront Advisers LLC | 0.01% | Add +20.5% | 40,619 | $3.8M |
| Vantage Financial Partners, LLC | 1.03% | Add +2.5% | 40,601 | $3.8M |
| Csenge Advisory Group | 0.21% | Reduce -17.5% | 40,210 | $3.8M |
| Smith Salley Wealth Management | 0.29% | New | 40,135 | $3.8M |
| FDx Advisors, Inc. | 0.57% | Reduce -4.1% | 39,711 | $3.8M |
| NDWM LLC | 3.41% | Reduce -44.4% | 39,531 | $3.7M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -6.3% | 39,374 | $3.7M |
| Cavalier Investments, LLC | 1.36% | Reduce -41.7% | 39,352 | $3.7M |
| Sheridan Capital Management, LLC | 2.80% | Reduce -11.0% | 39,263 | $3.7M |
| 4Thought Financial Group Inc. | 2.44% | Add +70.6% | 39,240 | $3.7M |
| Merit Financial Group, LLC | 0.09% | Reduce -4.6% | 41,219 | $3.7M |
| M Holdings Securities, Inc. | 0.62% | Add +2.4% | 39,017 | $3.7M |
| Ascent Group, LLC | 0.32% | Reduce -19.7% | 38,807 | $3.7M |
| Signal Advisors Wealth, LLC | 0.91% | Add +0.9% | 38,750 | $3.7M |
| Keystone Financial Services | 1.59% | Reduce -19.4% | 38,484 | $3.6M |
| BTG Pactual Global Asset Management Ltd | 1.15% | New | 38,025 | $3.6M |
| USAdvisors Wealth Management, LLC | 1.34% | Add +8.7% | 37,607 | $3.6M |
| Bulltick Wealth Management, LLC | 0.74% | Add +53.0% | 37,515 | $3.5M |
| HB Wealth Management, LLC | 0.04% | New | 37,089 | $3.5M |
| Spectrum Wealth Counsel, LLC | 0.43% | Reduce -0.0% | 37,009 | $3.5M |
| Cooper Financial Group | 0.57% | Add +0.2% | 36,938 | $3.5M |
| Stewardship Advisors, LLC | 1.19% | Reduce -65.1% | 36,718 | $3.5M |
| Royal Harbor Partners, LLC | 1.51% | Reduce -66.5% | 36,557 | $3.5M |
| Ridgepath Capital Management LLC | 3.88% | New | 36,414 | $3.4M |
| FFG Retirement Advisors LLC | 2.43% | Add +10.6% | 36,400 | $3.4M |
| Davies Financial Advisors, Inc. | 3.47% | — | 35,910 | $3.4M |
| LCNB Corp. | 1.22% | Add +40.5% | 35,660 | $3.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -60.1% | 35,582 | $3.4M |
| WCG Wealth Advisors LLC | 0.28% | Add +237.1% | 35,374 | $3.3M |
| Heritage Wealth Management, Inc. | 3.31% | Add +21.5% | 35,211 | $3.3M |
| TrinityPoint Wealth, LLC | 0.55% | Reduce -3.6% | 35,003 | $3.3M |
| Teilinger Capital Ltd. | 1.42% | New | 35,000 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +962.2% | 34,958 | $3.3M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -13.0% | 34,956 | $3.3M |
| Peterson Wealth Management | 2.37% | Reduce -2.3% | 34,747 | $3.3M |
| Financial Advocates Investment Management | 0.19% | Reduce -10.2% | 29,800 | $3.3M |
| Bay Harbor Wealth Management, LLC | 1.16% | Reduce -13.0% | 34,235 | $3.2M |
| Clear Creek Financial Management, LLC | 0.41% | Add +2.8% | 34,234 | $3.2M |
| Arrow Investment Advisors, LLC | 2.75% | Reduce -7.9% | 34,010 | $3.2M |
| Global Endowment Management, LP | 0.34% | No change | 33,990 | $3.2M |
| Panoramic Investment Advisors, LLC | 2.35% | Add +24.8% | 33,726 | $3.2M |
| Beirne Wealth Consulting Services, LLC | 1.35% | Add +0.5% | 33,703 | $3.2M |
| Atlas Financial Advisors, Inc. | 4.93% | Reduce -5.7% | 33,538 | $3.2M |
| Yoder Wealth Management, Inc. | 2.06% | Add +14.2% | 33,438 | $3.2M |
| NewEdge Wealth, LLC | 0.07% | New | 34,490 | $3.1M |
| Diversify Advisory Services, LLC | 0.18% | — | 32,817 | $3.0M |
| Legacy Financial Group LLC | 0.61% | New | 32,053 | $3.0M |
| Shared Vision Wealth Group LLC | 1.89% | Reduce -29.5% | 32,005 | $3.0M |
| D.A. Davidson & Co. | 0.03% | Add +18.4% | 32,001 | $3.0M |
| Privium Fund Management (UK) Ltd | 1.50% | Reduce -82.2% | 32,885 | $3.0M |
| Cardinal Strategic Wealth Guidance | 1.13% | Add +2.6% | 31,814 | $3.0M |
| Motiv8 Investments LLC | 2.34% | Reduce -64.8% | 31,777 | $3.0M |
| VestGen Investment Management | 0.91% | Reduce -49.4% | 31,728 | $3.0M |
| Sykon Capital LLC | 1.08% | Add +163.1% | 31,718 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.35% | Reduce -26.3% | 31,685 | $3.0M |
| Raymond James Trust N.A. | 0.07% | Add +5.7% | 31,641 | $3.0M |
| Maripau Wealth Management LLC | 2.24% | Reduce -2.9% | 31,541 | $3.0M |
| Amitell Capital Pte Ltd | 2.52% | No change | 31,500 | $3.0M |
| Americana Partners, LLC | 0.25% | Reduce -0.7% | 31,317 | $3.0M |
| Measured Wealth Private Client Group, LLC | 1.03% | Reduce -43.9% | 31,218 | $3.0M |
| Erickson Financial Group, LLC | 2.31% | Add +0.7% | 31,186 | $3.0M |
| Roberts Financial Services LLC | 0.60% | New | 30,874 | $2.9M |
| Tidal Investments LLC | 0.05% | Add +302.5% | 30,867 | $2.9M |
| Regal Investment Advisors LLC | 0.20% | Reduce -23.1% | 30,723 | $2.9M |
| MA Private Wealth | 0.59% | New | 30,698 | $2.9M |
| Ashford Capital Management Inc. | 0.39% | Add +2.3% | 30,635 | $2.9M |
| Semmax Financial Advisors Inc. | 0.95% | Add +6.3% | 31,802 | $2.9M |
| Gotham Asset Management | 0.04% | Add +36.2% | 30,227 | $2.9M |
| ABLE Financial Group, LLC | 1.12% | Reduce -45.6% | 30,211 | $2.9M |
| Intrua Financial, LLC | 0.44% | New | 30,093 | $2.8M |
| Private Client Services, LLC | 1.91% | Add +55.7% | 30,048 | $2.8M |
| Westshore Wealth, LLC | 1.18% | Reduce -5.4% | 29,868 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -14.1% | 29,325 | $2.8M |
| Cypress Wealth Services, LLC | 0.64% | Reduce -11.7% | 29,135 | $2.8M |
| Buckingham Strategic Wealth, LLC | 0.03% | Add +1189.6% | 28,526 | $2.7M |
| Waterloo Capital, L.P. | 0.34% | Add +425.1% | 28,380 | $2.7M |
| Financial Advisory Group | 0.47% | Reduce -6.9% | 28,313 | $2.7M |
| SigFig Wealth Management, LLC | 0.10% | Reduce -24.0% | 28,230 | $2.7M |
| Robinson Value Management, Ltd. | 1.79% | Add +17.6% | 28,222 | $2.7M |
| Camarda Financial Advisors, LLC | 1.07% | Add +184.6% | 28,037 | $2.7M |
| Consilio Wealth Advisors, LLC | 1.24% | Reduce -8.9% | 27,990 | $2.6M |
| BCGM Wealth Management, LLC | 0.95% | New | 27,974 | $2.6M |
| NWF Advisory Services Inc. | 0.44% | Add +128.1% | 27,891 | $2.6M |
| Latitude Advisors, LLC | 1.65% | Reduce -33.9% | 27,847 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +66.4% | 27,751 | $2.6M |
| Virtue Capital Management, LLC | 0.47% | New | 28,937 | $2.6M |
| Focus Partners Wealth | 0.02% | Add +8.5% | 27,720 | $2.6M |
| Stegent Equity Advisors, Inc. | 2.63% | Add +106.0% | 27,350 | $2.6M |
| WESPAC Advisors SoCal, LLC | 0.67% | Add +24.8% | 27,196 | $2.6M |
| First Interstate Bank | 0.18% | Reduce -0.7% | 26,938 | $2.5M |
| Beacon Financial Group | 0.29% | Add +22.8% | 26,851 | $2.5M |
| Indie Asset Partners, LLC | 2.26% | Add +3.8% | 26,840 | $2.5M |
| Clearview Wealth Advisors LLC | 2.59% | Add +291.1% | 26,833 | $2.5M |
| Simplicity Wealth,LLC | 0.06% | Reduce -3.0% | 26,618 | $2.5M |
| PFG Advisors | 0.18% | Add +1.9% | 26,427 | $2.5M |
| Kickstand Ventures, Llc. | 0.71% | Reduce -1.9% | 26,413 | $2.5M |
| Eq LLC | 1.54% | Reduce -1.3% | 26,370 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +13.6% | 25,945 | $2.5M |
| Wesbanco Bank Inc. | 0.09% | Add +26.4% | 25,831 | $2.4M |
| Joule Financial, LLC | 1.01% | Add +124.8% | 25,818 | $2.4M |
| Marex Group Ltd | 0.08% | Add +12.3% | 25,756 | $2.4M |
| Signature Wealth Management Group | 1.11% | Add +0.9% | 27,267 | $2.4M |
| Madison Park Capital Advisors, LLC | 2.12% | Add +3.0% | 25,676 | $2.4M |
| Security Financial Services, INC. | 0.55% | Reduce -11.0% | 25,646 | $2.4M |
| Centiva Capital, LP | 0.15% | New | 25,489 | $2.4M |
| Ehrlich Financial Group | 2.02% | Add +278.4% | 25,313 | $2.4M |
| White Pine Investment CO | 0.70% | Add +7.4% | 25,169 | $2.4M |
| Grant/GrossMendelsohn, LLC | 1.11% | Reduce -69.6% | 25,802 | $2.4M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +1.6% | 25,025 | $2.4M |
| Moore Capital Management, LP | 0.05% | New | 25,000 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +4.9% | 24,993 | $2.4M |
| Traphagen Investment Advisors LLC | 0.25% | Reduce -86.3% | 24,929 | $2.4M |
| Aveo Capital Partners, LLC | 0.26% | Reduce -53.6% | 26,231 | $2.4M |
| Apeiron RIA LLC | 0.68% | Reduce -8.9% | 24,745 | $2.3M |
| Hoxton Planning & Management, LLC | 1.09% | Reduce -9.5% | 24,134 | $2.3M |
| Keybank National Association | 0.01% | Reduce -46.4% | 24,066 | $2.3M |
| Optiver Holding B.V. | 0.09% | Reduce -97.0% | 24,045 | $2.3M |
| Norden Group LLC | 0.46% | New | 24,022 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -68.4% | 24,010 | $2.3M |
| Cahill Wealth Management, LLC | 1.32% | Add +9.7% | 23,943 | $2.3M |
| Carr Financial Group Corp | 0.74% | Add +24.9% | 23,511 | $2.2M |
| Unique Wealth Strategies, LLC | 1.08% | New | 23,371 | $2.2M |
| Alethea Capital Management, LLC | 1.78% | Reduce -0.7% | 23,123 | $2.2M |
| My Legacy Advisors, LLC | 0.73% | Add +1.6% | 23,088 | $2.2M |
| Mayflower Financial Advisors, LLC | 0.36% | Reduce -6.0% | 23,034 | $2.2M |
| Sound Income Strategies, LLC | 0.16% | Add +389.9% | 22,535 | $2.1M |
| Moser Wealth Advisors, LLC | 1.19% | Add +7.2% | 22,525 | $2.1M |
| TD Private Client Wealth LLC | 0.07% | Add +92.0% | 22,491 | $2.1M |
| Quarry LP | 0.90% | New | 22,450 | $2.1M |
| Eagle Strategies LLC | 0.46% | New | 22,101 | $2.1M |
| Cahill Financial Advisors Inc. | 0.28% | Reduce -11.9% | 22,069 | $2.1M |
| RPg Family Wealth Advisory, LLC | 0.66% | Add +89.6% | 22,042 | $2.1M |
| Annex Advisory Services, LLC | 0.07% | Reduce -98.3% | 21,956 | $2.1M |
| Focus Financial Network, Inc. | 0.10% | — | 23,218 | $2.1M |
| Providence Capital Advisors, LLC | 0.45% | New | 21,774 | $2.1M |
| Prostatis Group LLC | 0.78% | Add +63.4% | 21,525 | $2.1M |
| Reitz Capital Advisors LLC | 3.68% | No change | 20,705 | $2.0M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +15.6% | 21,471 | $2.0M |
| Midwest Financial Group LLC | 1.35% | Add +13.4% | 21,311 | $2.0M |
| Natixis | 0.01% | Reduce -76.9% | 21,218 | $2.0M |
| WealthShield Partners, LLC | 0.32% | Reduce -9.6% | 21,112 | $2.0M |
| Pacifica Partners Inc. | 0.87% | Reduce -1.2% | 21,001 | $2.0M |
| True Vision MN LLC | 1.37% | Reduce -18.2% | 21,972 | $1.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +2031.3% | 20,460 | $1.9M |
| PFG Investments, LLC | 0.12% | Add +25.4% | 20,360 | $1.9M |
| Skyline Advisors, Inc. | 0.86% | Add +0.6% | 20,240 | $1.9M |
| Darwin Wealth Management, LLC | 0.53% | New | 20,214 | $1.9M |
| KM Capital Management Ltd. | 1.05% | Reduce -49.5% | 19,935 | $1.9M |
| MBA Advisors LLC | 0.97% | Add +6.8% | 19,885 | $1.9M |
| Marmo Financial Group, LLC | 1.14% | New | 19,840 | $1.9M |
| Arrowroot Family Office, LLC | 1.19% | Add +6.7% | 19,701 | $1.9M |
| Centurion Wealth Management LLC | 0.73% | Reduce -18.1% | 19,664 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | New | 19,972 | $1.8M |
| Sage Advisory Services, Ltd.Co. | 0.50% | Add +6.6% | 19,360 | $1.8M |
| Modern Wealth Management, LLC | 0.17% | New | 19,305 | $1.8M |
| Keystone Wealth Services, LLC | 0.59% | Add +5.9% | 19,263 | $1.8M |
| Frontier Asset Management, LLC | 0.67% | Reduce -0.8% | 19,262 | $1.8M |
| Savior LLC | 9.61% | Reduce -2.9% | 18,921 | $1.8M |
| Gryphon Financial Partners LLC | 0.30% | New | 18,868 | $1.8M |
| Tradition Wealth Management, LLC | 0.18% | Reduce -13.8% | 18,796 | $1.8M |
| Leisure Capital Management | 0.89% | New | 18,714 | $1.8M |
| Lincoln National Corp. | 0.03% | Add +21.4% | 18,708 | $1.8M |
| Hilltop Holdings Inc. | 0.20% | Add +25.2% | 18,631 | $1.8M |
| Delos Wealth Advisors, LLC | 1.97% | Add +2381.7% | 18,489 | $1.7M |
| Prelude Capital Management, LLC | 0.12% | New | 18,445 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Reduce -19.4% | 18,367 | $1.7M |
| Watershed Private Wealth LLC | 0.77% | New | 18,323 | $1.7M |
| Channel Wealth LLC | 0.70% | Reduce -16.6% | 18,275 | $1.7M |
| Belpointe Asset Management LLC | 0.13% | Reduce -77.5% | 18,242 | $1.7M |
| Detalus Advisors, LLC | 0.61% | Add +25.4% | 18,189 | $1.7M |
| Koa Wealth Management, LLC | 1.55% | Reduce -1.2% | 18,136 | $1.7M |
| Global Retirement Partners, LLC | 0.06% | Reduce -26.0% | 17,848 | $1.7M |
| Mma Asset Management LLC | 0.79% | Add +183.0% | 18,667 | $1.7M |
| Crabel Capital Management, LLC | 1.46% | Reduce -46.4% | 17,706 | $1.7M |
| Hancock Whitney Corp. | 0.06% | New | 17,688 | $1.7M |
| Trexquant Investment LP | 0.03% | Add +95.6% | 17,672 | $1.7M |
| Tectonic Advisors LLC | 0.13% | Reduce -1.8% | 17,531 | $1.7M |
| Vienna Asset Management LLC | 1.51% | Reduce -45.9% | 18,374 | $1.7M |
| Regency Capital Management Inc.\DE | 1.05% | New | 17,403 | $1.6M |
| Christensen, King & Associates Investment Services, Inc. | 0.82% | Add +12.8% | 17,326 | $1.6M |
| Alexander Labrunerie & Co., Inc. | 0.93% | — | 17,252 | $1.6M |
| Lake Street Private Wealth, LLC | 0.23% | Add +3.4% | 17,192 | $1.6M |
| Hollencrest Capital Management | 0.07% | Add +1.7% | 17,148 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.86% | Add +62.2% | 17,029 | $1.6M |
| Omega Financial Group, LLC | 0.65% | Add +22.2% | 16,868 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -35.4% | 16,682 | $1.6M |
| Rothschild Wealth LLC | 0.55% | — | 16,485 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +35.8% | 16,465 | $1.6M |
| Windham Capital Management, LLC | 1.23% | Reduce -1.5% | 16,449 | $1.6M |
| Westside Investment Management, Inc. | 0.37% | Reduce -1.0% | 16,358 | $1.5M |
| Avior Wealth Management, LLC | 0.07% | Add +912.6% | 16,272 | $1.5M |
| Wealthspire Retirement, LLC | 0.13% | Add +244.5% | 16,150 | $1.5M |
| Spectrum Strategic Capital Management, LLC | 1.16% | Add +19.5% | 16,131 | $1.5M |
| Cresta Advisors, Ltd. | 0.96% | Add +10.3% | 16,045 | $1.5M |
| Robbins Farley | 0.82% | Add +3.2% | 15,729 | $1.5M |
| One Wealth Management Investment & Advisory Services, LLC | 0.60% | Add +5.2% | 15,572 | $1.5M |
| WealthPlan Investment Management, LLC | 0.22% | Reduce -14.3% | 15,512 | $1.5M |
| Black Maple Capital Management LP | 0.98% | No change | 15,500 | $1.5M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 15,475 | $1.5M |
| Optimum Investment Advisors | 0.67% | Add +2.0% | 15,445 | $1.5M |
| Apollon Wealth Management, LLC | 0.05% | Add +48.3% | 15,404 | $1.5M |
| Commons Capital, LLC | 2.12% | No change | 15,400 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.53% | Add +12.0% | 15,356 | $1.5M |
| Lane & Associates LLC | 0.91% | Add +30.1% | 15,319 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.63% | Add +3.2% | 15,308 | $1.4M |
| Ballew Advisors, Inc | 0.98% | Add +236.1% | 15,807 | $1.4M |
| LYNX Capital Group Ltd. | 0.96% | Add +0.0% | 15,061 | $1.4M |
| SignalPoint Asset Management, LLC | 0.39% | Reduce -2.6% | 15,043 | $1.4M |
| BayBridge Capital Group, LLC | 1.24% | Reduce -0.3% | 15,947 | $1.4M |
| Boltwood Capital Management | 0.44% | Add +2.2% | 14,995 | $1.4M |
| National Philanthropic Trust | 0.03% | Reduce -3.4% | 14,988 | $1.4M |
| Goelzer Investment Management, Inc. | 0.08% | Reduce -6.5% | 14,891 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +43.9% | 14,870 | $1.4M |
| Dudley Capital Management, LLC | 0.81% | Reduce -2.6% | 15,041 | $1.4M |
| Ritholtz Wealth Management | 0.05% | Add +50.5% | 14,687 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -2.5% | 14,630 | $1.4M |
| Rothschild Investment LLC | 0.10% | Add +0.6% | 14,614 | $1.4M |
| AdvisorNet Financial, Inc | 0.13% | Add +3.2% | 14,613 | $1.4M |
| WealthPLAN Partners, LLC | 0.14% | Reduce -2.6% | 14,538 | $1.4M |
| Keebeck Wealth Management | 0.20% | Add +3.4% | 14,325 | $1.4M |
| Certus Wealth Management, LLC | 1.08% | Reduce -10.2% | 15,080 | $1.4M |
| American International Group, Inc. | 0.00% | No change | 14,200 | $1.3M |
| Clare Market Investments LLC | 0.42% | Add +33.5% | 14,184 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -38.4% | 14,170 | $1.3M |
| LifePro Asset Management | 0.87% | Reduce -13.5% | 13,877 | $1.3M |
| SMI Advisory Services, LLC | 0.37% | New | 14,144 | $1.3M |
| Swmg, LLC | 0.58% | Reduce -25.9% | 13,642 | $1.3M |
| Intergy Private Wealth, LLC | 0.52% | New | 13,461 | $1.3M |
| Life Line Wealth Management LLC | 0.48% | Reduce -98.1% | 13,452 | $1.3M |
| Formidable Asset Management, LLC | 0.21% | New | 13,440 | $1.3M |
| Milestone Asset Management, LLC | 0.36% | Add +22.0% | 13,435 | $1.3M |
| McAdam, LLC | 0.08% | Add +54.9% | 13,409 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +578.5% | 13,374 | $1.3M |
| Firethorn Wealth Partners, LLC | 0.74% | Reduce -6.3% | 13,249 | $1.3M |
| Kornitzer Capital Management Inc. | 0.02% | Reduce -4.2% | 13,163 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -26.1% | 13,070 | $1.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.74% | New | 13,007 | $1.2M |
| Affinity Capital Advisors, LLC | 0.27% | Add +33.8% | 13,002 | $1.2M |
| Spartan Fund Management Inc. | 2.53% | No change | 13,000 | $1.2M |
| Rakuten Securities, Inc. | 0.54% | New | 12,941 | $1.2M |
| &partners | 0.17% | Add +6.3% | 12,943 | $1.2M |
| Eschler Asset Management LLP | 0.79% | New | 12,900 | $1.2M |
| Avid Wealth Partners LLC | 0.98% | Reduce -75.8% | 12,899 | $1.2M |
| Western Wealth Management, LLC | 0.09% | Reduce -52.4% | 12,770 | $1.2M |
| Quattro Financial Advisors LLC | 0.34% | New | 12,631 | $1.2M |
| Portside Wealth Group, LLC | 0.22% | Reduce -69.4% | 12,617 | $1.2M |
| Ogborne Capital Management, LLC | 0.30% | No change | 12,500 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -1.8% | 12,010 | $1.1M |
| E&G Advisors, LLC | 0.35% | Reduce -2.1% | 11,839 | $1.1M |
| Nwam LLC | 0.09% | Reduce -28.7% | 12,203 | $1.1M |
| Blair William & Co. | 0.00% | Add +3.5% | 11,663 | $1.1M |
| Values First Advisors, Inc. | 0.65% | Add +12.2% | 11,662 | $1.1M |
| Arkadios Wealth Advisors | 0.09% | Add +24.7% | 11,638 | $1.1M |
| Morningstar Investment Services LLC | 0.01% | Reduce -36.8% | 11,625 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -82.2% | 11,607 | $1.1M |
| Family Firm, Inc. | 0.26% | Add +4.5% | 11,419 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -7.0% | 11,325 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -25.3% | 11,759 | $1.1M |
| Wexford Capital LP | 0.22% | Reduce -33.4% | 11,172 | $1.1M |
| Southeast Asset Advisors, LLC | 0.13% | Add +53.5% | 10,975 | $1.0M |
| Accretive Wealth Partners, LLC | 0.46% | Reduce -0.1% | 11,505 | $1.0M |
| Voya Financial Advisors, Inc. | 0.12% | Add +0.0% | 10,794 | $1.0M |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -27.4% | 10,797 | $1.0M |
| Accredited Investors Inc. | 0.07% | Reduce -78.0% | 10,750 | $1.0M |
| Monument Capital Management | 0.29% | Reduce -6.2% | 10,660 | $1.0M |
| Good Life Advisors, LLC | 0.09% | Reduce -3.3% | 10,607 | $1.0M |
| HighMark Wealth Management LLC | 0.62% | Add +62.1% | 10,585 | $1.0M |
| LexAurum Advisors, LLC | 0.25% | Reduce -7.0% | 10,530 | $996K |
| Oak Family Advisors, LLC | 0.38% | Add +1.4% | 10,499 | $993K |
| TruWealth Advisors, LLC | 0.07% | Add +50.9% | 10,404 | $984K |
| Copperleaf Capital, LLC | 0.85% | Reduce -14.6% | 10,386 | $983K |
| Fort Point Capital Partners LLC | 0.13% | Reduce -2.4% | 10,378 | $982K |
| WESPAC Advisors, LLC | 0.57% | Reduce -1.3% | 10,340 | $978K |
| Swan Global Investments, LLC | 0.05% | No change | 10,300 | $975K |
| Biondo Investment Advisors, LLC | 0.15% | Add +6.2% | 10,285 | $973K |
| Bruce G. Allen Investments, LLC | 0.80% | New | 10,270 | $972K |
| Savoie Capital LLC | 0.13% | Add +2.0% | 10,200 | $965K |
| Meridian Wealth Management, LLC | 0.16% | Reduce -12.3% | 10,150 | $960K |
| Altura Wealth Advisors Inc. | 1.13% | New | 10,141 | $960K |
| Headlands Technologies LLC | 0.23% | Reduce -75.5% | 10,040 | $950K |
| J. W. Coons Advisors, LLC | 0.17% | No change | 10,036 | $950K |
| Picton Mahoney Asset Management | 0.04% | No change | 10,000 | $946K |
| Regimen Wealth, LLC | 0.33% | Add +0.2% | 9,933 | $940K |
| Claro Advisors Inc. | 0.16% | New | 9,871 | $934K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +17.4% | 9,868 | $934K |
| Divergent Wealth Advisors | 0.19% | Add +0.4% | 9,865 | $933K |
| Shepherd Financial Partners LLC | 0.12% | Reduce -35.6% | 9,762 | $924K |
| Vermillion & White Wealth Management Group, LLC | 0.74% | Add +42.1% | 9,740 | $922K |
| Fifth Third Securities, Inc. | 0.09% | Add +4.4% | 9,706 | $918K |
| NFSG Corp | 0.40% | Add +28.0% | 9,674 | $915K |
| Global Financial Private Client, LLC | 0.39% | Add +25.2% | 9,886 | $915K |
| Roger Wittlin Investment Advisory, LLC | 0.64% | Reduce -4.2% | 9,639 | $912K |
| Maven Securities LTD | 0.05% | Reduce -82.5% | 9,577 | $906K |
| Lifeworks Advisors, LLC | 0.25% | Add +70.1% | 9,529 | $902K |
| Petra Financial Advisors Inc. | 0.65% | Reduce -13.7% | 9,417 | $891K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -20.0% | 9,345 | $884K |
| Bokf, NA | 0.02% | No change | 9,522 | $881K |
| Client 1ST Advisory Group, LLC | 0.39% | Add +48.9% | 9,177 | $868K |
| W Advisors, LLC | 0.59% | Reduce -2.5% | 9,122 | $863K |
| Dorsey Wright & Associates | 0.23% | Reduce -56.3% | 9,125 | $863K |
| Paragon Capital Management Inc. | 0.64% | Reduce -2.7% | 9,032 | $855K |
| AXS Investments LLC | 0.20% | Add +25.0% | 9,000 | $852K |
| Capital Square, LLC | 0.60% | New | 8,998 | $851K |
| Moulton Wealth Management, Inc. | 0.87% | Reduce -84.0% | 8,814 | $834K |
| Fortitude Advisory Group L.L.C. | 0.47% | Reduce -49.7% | 8,726 | $826K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +22.1% | 8,450 | $800K |
| Gateway Wealth Partners, LLC | 0.29% | Reduce -10.6% | 8,436 | $798K |
| Aprio Wealth Management, LLC | 0.16% | No change | 8,416 | $796K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.34% | No change | 8,370 | $792K |
| Hilltop National Bank | 0.27% | — | 8,297 | $785K |
| Wakefield Asset Management LLLP | 0.27% | Add +2.9% | 8,294 | $785K |
| Main Street Financial Solutions, LLC | 0.08% | Add +81.5% | 8,284 | $784K |
| Gen-Wealth Partners Inc | 0.38% | — | 8,177 | $774K |
| Twin Peaks Wealth Advisors, LLC | 0.43% | Add +10.6% | 8,107 | $767K |
| RiverFront Investment Group, LLC | 0.02% | Add +9.8% | 8,098 | $766K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -67.7% | 8,086 | $765K |
| Strategy Asset Managers LLC | 0.16% | Reduce -21.2% | 8,066 | $763K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 8,042 | $761K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Reduce -1.9% | 8,017 | $759K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +17.0% | 7,984 | $755K |
| Tempus Wealth Planning, LLC | 0.33% | Add +39.7% | 7,941 | $751K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +8.0% | 7,936 | $751K |
| Catalyst Private Wealth, LLC | 0.39% | Reduce -3.1% | 7,929 | $750K |
| Rovin Capital /Ut/ | 0.31% | Reduce -43.4% | 7,929 | $750K |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -83.0% | 7,831 | $741K |
| Auxano Advisors, LLC | 0.21% | Add +0.4% | 7,778 | $736K |
| SageView Advisory Group, LLC | 0.04% | New | 8,963 | $733K |
| Power Wealth Management LLC | 0.46% | Add +0.9% | 7,714 | $730K |
| Disciplined Investments, LLC | 0.40% | New | 7,680 | $727K |
| Moors & Cabot, Inc. | 0.04% | Add +5.2% | 7,671 | $726K |
| Modera Wealth Management, LLC | 0.01% | Add +7.8% | 7,669 | $726K |
| Bison Wealth, LLC | 0.12% | Add +10.4% | 7,668 | $726K |
| Sutton Place Investors LLC | 0.35% | Add +15.4% | 7,573 | $717K |
| RCS Financial Planning, LLC | 0.44% | Reduce -43.4% | 7,479 | $708K |
| Carmichael Hill & Associates, Inc. | 0.29% | Add +32.6% | 7,466 | $706K |
| Briaud Financial Planning Inc | 0.40% | New | 7,449 | $705K |
| Invictus Private Wealth, LLC | 0.06% | Reduce -9.9% | 7,445 | $704K |
| Commerce Bank | 0.00% | Reduce -7.8% | 7,414 | $702K |
| Financial Counselors Inc. | 0.01% | Add +246.4% | 7,329 | $693K |
| Ancora Advisors LLC | 0.02% | Add +4.1% | 7,320 | $693K |
| Independent Wealth Network Inc. | 0.32% | Add +47.2% | 7,220 | $683K |
| WMG Financial Advisors, LLC | 0.39% | Reduce -1.4% | 7,191 | $680K |
| Marshall Financial Group, LLC | 0.19% | Add +3.1% | 7,160 | $678K |
| Burford Brothers, Inc. | 0.44% | Add +6.2% | 7,138 | $675K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -63.4% | 7,104 | $672K |
| Founders Financial Securities LLC | 0.07% | Add +14.0% | 7,074 | $669K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +28.2% | 7,059 | $668K |
| Mosley Wealth Management | 0.62% | Reduce -39.4% | 7,022 | $664K |
| Smith & Howard Wealth Management, LLC | 0.20% | New | 7,000 | $662K |
| Slagle Financial, LLC | 0.35% | Reduce -26.6% | 6,899 | $653K |
| United Asset Strategies, Inc. | 0.06% | Add +0.5% | 6,805 | $644K |
| Gilman Hill Asset Management, LLC | 0.12% | Reduce -22.7% | 6,800 | $643K |
| Waverly Advisors, LLC | 0.02% | New | 6,762 | $640K |
| Theory Financial LLC | 0.32% | Add +44.0% | 6,733 | $637K |
| Eagle Global Advisors LLC | 0.04% | No change | 6,715 | $635K |
| Caldwell Sutter Capital, Inc. | 0.31% | Add +3.3% | 6,713 | $635K |
| FirstPurpose Wealth LLC | 0.23% | Reduce -48.1% | 7,015 | $633K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -7.4% | 6,625 | $627K |
| Clay Northam Wealth Management, LLC | 0.50% | Add +10.0% | 6,618 | $626K |
| New Century Financial Group, LLC | 0.43% | Reduce -42.6% | 6,500 | $615K |
| Armstrong Advisory Group, Inc. | 0.06% | No change | 6,211 | $614K |
| Objective Capital Management, LLC | 0.41% | Add +46.8% | 6,481 | $613K |
| BCU Wealth Advisors, LLC | 0.52% | Reduce -13.4% | 6,472 | $612K |
| Rooted Wealth Advisors, Inc. | 0.30% | Add +7.3% | 6,644 | $612K |
| Aspen Wealth Strategies, LLC | 0.42% | Add +0.5% | 6,415 | $607K |
| Bush Investment Group, LLC | 0.53% | Reduce -7.0% | 6,394 | $605K |
| Old National Bancorp | 0.01% | New | 6,375 | $603K |
| Mgo One Seven LLC | 0.03% | Reduce -36.6% | 6,266 | $593K |
| Alterna Wealth Management, Inc. | 0.48% | Reduce -19.6% | 6,217 | $588K |
| Dover Advisors, LLC | 0.40% | New | 6,208 | $587K |
| Foguth Wealth Management, LLC. | 0.31% | — | 6,202 | $587K |
| Park Place Capital Corp | 0.21% | Reduce -31.5% | 6,175 | $584K |
| K.J. Harrison & Partners Inc | 0.09% | No change | 6,130 | $580K |
| Tortoise Investment Management, LLC | 0.07% | Reduce -1.8% | 6,122 | $579K |
| Shay Capital LLC | 0.17% | No change | 6,100 | $577K |
| Guidance Capital, Inc. | 0.21% | Reduce -72.5% | 6,491 | $577K |
| Aurora Private Wealth, Inc. | 0.50% | Reduce -0.5% | 6,128 | $577K |
| Camelot Technology Advisors, Inc. | 0.53% | Add +147.1% | 6,093 | $577K |
| Personal Cfo Solutions, LLC | 0.09% | Reduce -57.3% | 6,048 | $572K |
| Cutler Group LLC / CA | 0.29% | Reduce -97.8% | 6,006 | $568K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -36.2% | 5,973 | $565K |
| Consolidated Portfolio Review Corp | 0.15% | Reduce -7.2% | 5,969 | $565K |
| Concorde Asset Management, LLC | 0.38% | Add +6.8% | 5,912 | $559K |
| WPWealth LLP | 0.14% | Reduce -24.8% | 5,891 | $557K |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -48.0% | 5,871 | $555K |
| Capital Analysts, LLC | 0.03% | Reduce -21.0% | 5,868 | $555K |
| Integrated Investment Consultants, LLC | 0.15% | New | 5,838 | $552K |
| Vertex Planning Partners, LLC | 0.15% | Add +10.3% | 5,816 | $550K |
| Future Financial Wealth Managment LLC | 0.42% | Add +20.8% | 5,800 | $549K |
| Revisor Wealth Management LLC | 0.25% | New | 5,640 | $546K |
| Parallel Advisors, LLC | 0.01% | Reduce -30.6% | 5,752 | $544K |
| Regions Financial Corp. | 0.00% | Reduce -28.4% | 5,736 | $543K |
| Opal Wealth Advisors, LLC | 0.18% | Reduce -39.3% | 5,685 | $538K |
| Boomfish Wealth Group, LLC | 0.36% | New | 5,674 | $537K |
| Tucker Asset Management LLC | 0.12% | Add +1576.8% | 5,634 | $533K |
| Lewis Asset Management, LLC | 0.44% | Add +19.5% | 5,625 | $532K |
| Interactive Financial Advisors, Inc. | 0.29% | Reduce -85.5% | 5,505 | $521K |
| LifePlan Investment Advisors, Inc. | 0.41% | Reduce -11.7% | 5,476 | $518K |
| Edge Wealth Management LLC | 0.11% | New | 5,400 | $511K |
| Aspire Private Capital, LLC | 0.13% | Add +37.8% | 5,363 | $507K |
| Wade Financial Advisory, Inc | 0.18% | Add +13.0% | 5,361 | $507K |
| Tactive Advisors, LLC | 0.27% | New | 5,350 | $506K |
| Forefront Analytics, LLC | 0.25% | Reduce -12.3% | 5,343 | $506K |
| LGT Financial Advisors LLC | 0.59% | Add +43.0% | 5,330 | $504K |
| Dentgroup LLC | 0.42% | Reduce -8.2% | 5,310 | $502K |
| IPG Investment Advisors LLC | 0.11% | New | 5,287 | $500K |
| Estate Counselors, LLC | 0.06% | New | 5,275 | $499K |
| Life Planning Partners, Inc | 0.49% | Reduce -26.0% | 5,194 | $491K |
| Blackston Financial Advisory Group, LLC | 0.33% | Add +54.7% | 5,193 | $491K |
| Pineridge Advisors LLC | 0.17% | Reduce -96.4% | 5,177 | $490K |
| Family Asset Management, LLC | 0.30% | Reduce -14.1% | 5,141 | $486K |
| Empirical Asset Management, LLC | 0.23% | Add +26.1% | 5,128 | $485K |
| Hartline Investment Corp./ | 0.09% | New | 5,127 | $485K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -1.5% | 5,127 | $485K |
| Tranquilli Financial Advisor LLC | 0.32% | Reduce -17.1% | 5,125 | $485K |
| Banque Cantonale Vaudoise | 0.02% | Add +48.6% | 5,081 | $481K |
| Lionsbridge Wealth Management LLC | 0.37% | New | 5,067 | $479K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -9.2% | 5,003 | $473K |
| Legacy Private Trust Co. | 0.03% | New | 4,939 | $467K |
| Lido Advisors, LLC | 0.00% | Reduce -34.8% | 4,929 | $466K |
| Pacific Wealth Management | 0.26% | No change | 4,578 | $453K |
| Saxon Interests, Inc. | 0.21% | New | 4,766 | $451K |
| Renasant Bank | 0.32% | Reduce -2.2% | 4,732 | $448K |
| Principal Securities, Inc. | 0.01% | Add +45.0% | 4,729 | $447K |
| Fonville Wealth Management LLC | 0.20% | New | 4,700 | $445K |
| Titleist Asset Management, LLC | 0.08% | New | 4,696 | $444K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -64.1% | 4,660 | $441K |
| Clarus Wealth Advisors | 0.25% | Reduce -73.0% | 4,882 | $440K |
| BTS Asset Management, Inc. | 0.36% | Add +20.5% | 4,648 | $440K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -16.7% | 4,589 | $434K |
| Fragasso Financial Advisors Inc | 0.04% | New | 4,581 | $433K |
| Sequent Planning LLC | 0.16% | — | 4,565 | $432K |
| Running Point Capital Advisors, LLC | 0.19% | Reduce -3.9% | 4,547 | $430K |
| Maxwell Wealth Strategies Inc. | 0.22% | Reduce -44.0% | 4,780 | $429K |
| L.M. Kohn & Company | 0.12% | Reduce -0.2% | 4,535 | $429K |
| American Trust | 0.04% | New | 4,532 | $429K |
| Global Assets Advisory, LLC | 0.26% | New | 4,630 | $429K |
| Beacon Financial Advisory LLC | 0.21% | Add +44.8% | 4,500 | $426K |
| Walleye Trading LLC | 0.01% | Reduce -96.6% | 4,494 | $425K |
| Vanguard Capital Wealth Advisors | 0.30% | Reduce -6.9% | 4,483 | $424K |
| Ballast Advisors LLC | 0.14% | Reduce -31.7% | 4,421 | $418K |
| Cedar Brook Financial Partners, LLC | 0.08% | Add +0.9% | 4,385 | $415K |
| Astor Investment Management LLC | 0.16% | Reduce -58.4% | 4,372 | $414K |
| Trivium Point Advisory, LLC | 0.09% | Add +109.6% | 4,341 | $411K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -9.9% | 4,274 | $404K |
| Tsfg, LLC | 0.10% | No change | 4,250 | $402K |
| LMR Partners LLP | 0.01% | New | 4,245 | $402K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -46.9% | 4,237 | $401K |
| D.B. Root & Company, LLC | 0.14% | Add +39.3% | 4,227 | $400K |
| Canopy Partners, LLC | 0.20% | Reduce -38.6% | 4,219 | $399K |
| Caldwell Trust Co | 0.05% | New | 4,215 | $399K |
| Cadinha & Co. LLC | 0.07% | Reduce -99.0% | 4,170 | $395K |
| Benedetti & Gucer, Inc. | 0.20% | Reduce -12.3% | 4,164 | $394K |
| Andrew Hill Investment Advisors, Inc. | 0.35% | Reduce -0.4% | 4,152 | $393K |
| Gibbs Wealth Management | 0.22% | — | 4,025 | $381K |
| Koshinski Asset Management, Inc. | 0.04% | Add +52.7% | 3,984 | $377K |
| Acas, LLC | 0.36% | New | 3,977 | $376K |
| JT Stratford LLC | 0.07% | Reduce -54.7% | 3,959 | $375K |
| Lantern Wealth Advisors, LLC | 0.26% | Reduce -2.3% | 3,910 | $370K |
| Oxbow Advisors, LLC | 0.05% | Reduce -60.2% | 3,906 | $370K |
| MCF Advisors LLC | 0.03% | No change | 3,893 | $368K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -8.6% | 3,813 | $361K |
| RDA Financial Network | 0.12% | Reduce -8.3% | 3,793 | $359K |
| Patten & Patten Inc. | 0.03% | New | 3,792 | $359K |
| Synovus Financial Corp. | 0.00% | Reduce -45.9% | 3,782 | $358K |
| Avalon Capital Management | 0.15% | Reduce -97.7% | 3,783 | $358K |
| Resurgent Financial Advisors LLC | 0.19% | Reduce -17.6% | 3,748 | $355K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -97.4% | 3,746 | $354K |
| Betterment LLC | 0.00% | Reduce -73.2% | 3,741 | $354K |
| Weaver Consulting Group | 0.13% | Reduce -2.4% | 3,727 | $353K |
| OMNI 360 Wealth, Inc. | 0.29% | Add +12.6% | 3,722 | $352K |
| Absolute Capital Management, LLC | 0.22% | Reduce -10.3% | 3,712 | $351K |
| ICA Group Wealth Management, LLC | 0.07% | Add +35.5% | 3,681 | $348K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -83.5% | 3,650 | $345K |
| WR Wealth Planners, LLC | 0.11% | Reduce -27.9% | 3,630 | $343K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +21.3% | 3,627 | $343K |
| Meridian Wealth Advisors, LLC | 0.06% | Reduce -6.8% | 3,619 | $342K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -68.0% | 3,616 | $342K |
| Lansing Street Advisors | 0.15% | Reduce -27.9% | 3,608 | $341K |
| Bleakley Financial Group, LLC | 0.01% | Add +3.5% | 3,598 | $340K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -20.0% | 3,595 | $340K |
| Source Financial Advisors LLC | 0.10% | Add +17.6% | 3,594 | $340K |
| Herold Advisors, Inc. | 0.08% | Reduce -2.2% | 3,591 | $340K |
| Buck Wealth Strategies, LLC | 0.12% | Reduce -94.7% | 3,586 | $339K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -2.2% | 3,577 | $338K |
| Vigilare Wealth Management | 0.17% | Reduce -55.7% | 3,540 | $335K |
| Coordinated Financial Services, Inc. | 0.30% | — | 3,536 | $335K |
| Saxony Capital Management, LLC | 0.40% | Add +17.1% | 3,532 | $334K |
| Catalina Capital Group, LLC | 0.14% | Reduce -11.7% | 3,528 | $334K |
| Significant Wealth Partners LLC | 0.22% | New | 3,487 | $330K |
| CENTRAL TRUST Co | 0.01% | Reduce -88.8% | 3,457 | $327K |
| United Advisor Group, LLC | 0.12% | New | 3,456 | $327K |
| King Wealth Management Group | 0.06% | Reduce -3.9% | 3,405 | $322K |
| Clean Yield Group | 0.13% | Add +49.2% | 3,402 | $322K |
| QCM Cayman, Ltd. | 4.27% | New | 3,353 | $317K |
| World Investment Advisors | 0.04% | Reduce -71.0% | 3,324 | $315K |
| Private Trust Co. NA | 0.03% | Reduce -15.8% | 3,309 | $313K |
| Choreo, LLC | 0.01% | Add +21.6% | 3,294 | $312K |
| World Equity Group, Inc. | 0.06% | Reduce -46.1% | 3,290 | $311K |
| Coastwise Capital Group, LLC | 0.29% | Add +0.6% | 3,274 | $310K |
| Capital CS Group, LLC | 0.31% | New | 3,230 | $306K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -76.8% | 3,204 | $303K |
| Independence Bank of Kentucky | 0.09% | No change | 3,200 | $303K |
| Solstein Capital, LLC | 0.21% | Reduce -63.0% | 3,180 | $301K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -28.1% | 3,172 | $300K |
| SkyOak Wealth, LLC | 0.07% | New | 3,164 | $299K |
| Trivant Custom Portfolio Group, LLC | 0.19% | Add +11.1% | 3,155 | $299K |
| Forbes Financial Planning, Inc. | 0.26% | New | 3,150 | $298K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -90.8% | 3,144 | $298K |
| Kingdom Financial Group LLC. | 0.21% | New | 3,141 | $297K |
| FWG Holdings, LLC | 0.16% | Add +3.2% | 3,246 | $294K |
| Wintrust Investments LLC | 0.03% | Reduce -54.6% | 3,104 | $294K |
| Genesee Capital Advisors, LLC | 0.16% | Add +0.6% | 3,074 | $291K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -24.3% | 3,053 | $289K |
| Irenic Capital Management LP | 0.08% | No change | 3,000 | $284K |
| Tiemann Investment Advisors, LLC | 0.13% | Reduce -2.8% | 2,985 | $282K |
| Fernwood Investment Management, LLC | 0.08% | Add +22.9% | 2,925 | $277K |
| Madison Asset Management, LLC | 0.00% | Reduce -93.4% | 2,909 | $275K |
| Steward Partners Investment Solutions, LLC | 0.05% | New | 2,886 | $273K |
| High Note Wealth, LLC | 0.09% | New | 2,867 | $271K |
| Vicus Capital | 0.02% | Reduce -50.9% | 2,840 | $269K |
| Clark Capital Management Group, Inc. | 0.00% | New | 2,828 | $268K |
| Derbend Asset Management | 0.13% | Add +3.8% | 2,811 | $266K |
| Warren Street Wealth Advisors, LLC | 0.13% | Add +35.2% | 2,800 | $265K |
| Range Financial Group LLC | 0.14% | New | 2,793 | $264K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -9.1% | 2,784 | $263K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 2,775 | $263K |
| Balboa Wealth Partners | 0.08% | New | 2,756 | $261K |
| Certuity, LLC | 0.02% | Reduce -1.1% | 2,751 | $260K |
| Marathon Trading Investment Management LLC | 0.11% | Reduce -77.5% | 2,750 | $260K |
| Andina Capital Management, LLC | 0.20% | Reduce -92.0% | 2,743 | $260K |
| Rezny Wealth Management, Inc. | 0.09% | No change | 2,743 | $260K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 2,678 | $253K |
| VitalStone Financial, LLC | 0.19% | Add +23.7% | 2,670 | $253K |
| Capital Investment Counsel, LLC | 0.05% | Add +28.2% | 2,663 | $252K |
| Composition Wealth, LLC | 0.01% | Add +10.4% | 2,661 | $252K |
| Rede Wealth, LLC | 0.10% | New | 2,629 | $249K |
| CW Advisors, LLC | 0.00% | Reduce -19.5% | 2,627 | $249K |
| Pinnacle Family Advisors, LLC | 0.13% | Add +12.4% | 2,625 | $248K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +9.2% | 2,612 | $247K |
| Smith, Moore & Co. | 0.03% | Add +0.2% | 2,606 | $247K |
| Clayton Financial Group LLC | 0.11% | New | 2,600 | $246K |
| Whittier Trust Co. | 0.00% | Reduce -5.8% | 2,599 | $246K |
| Cambridge Trust Co. | 0.01% | Add +39.5% | 2,573 | $243K |
| First Citizens Bank & Trust Co. | 0.00% | New | 2,565 | $243K |
| Dearborn Partners LLC | 0.01% | No change | 2,550 | $241K |
| Avestar Capital, LLC | 0.03% | No change | 2,547 | $241K |
| Tritonpoint Wealth, LLC | 0.03% | Add +277.2% | 9,452 | $239K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 2,529 | $239K |
| KFG Wealth Management, LLC | 0.10% | Add +11.5% | 2,522 | $239K |
| Financial Sense Advisors, Inc. | 0.08% | Reduce -73.8% | 2,513 | $238K |
| Harvest Fund Management Co., Ltd | 0.02% | Reduce -39.2% | 2,502 | $237K |
| KPP Advisory Services LLC | 0.06% | New | 2,500 | $237K |
| Ieq Capital, LLC | 0.00% | Reduce -26.8% | 2,491 | $236K |
| Midwest Heritage Bank, FSB | 0.12% | New | 2,485 | $235K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -25.3% | 2,479 | $235K |
| Main Management LLC | 0.02% | Reduce -26.9% | 2,473 | $234K |
| Bank of Nova Scotia | 0.00% | New | 2,470 | $234K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -17.4% | 2,466 | $233K |
| Straight Path Wealth Management | 0.13% | Reduce -16.3% | 2,441 | $231K |
| GEM Asset Management, LLC | 0.15% | Add +0.8% | 2,558 | $228K |
| Western Financial Corp | 0.14% | Reduce -42.9% | 2,413 | $228K |
| Legacy Trust | 0.06% | No change | 2,384 | $226K |
| Ranch Capital Advisors Inc. | 0.12% | New | 2,383 | $225K |
| Crestwood Advisors Group, LLC | 0.00% | New | 2,376 | $225K |
| Dakota Wealth Management | 0.01% | Reduce -10.6% | 2,370 | $224K |
| 49 Wealth Management, LLC | 0.05% | Add +5.4% | 2,418 | $224K |
| Amarillo National Bank | 0.04% | New | 2,358 | $223K |
| SPC Financial, Inc. | 0.02% | Reduce -4.5% | 2,358 | $223K |
| Cedar Wealth Management, LLC | 0.07% | Reduce -2.2% | 2,356 | $223K |
| Sloy Dahl & Holst, LLC | 0.05% | Add +7.5% | 2,350 | $222K |
| Castleview Partners, LLC | 0.12% | Reduce -34.4% | 2,346 | $222K |
| Principle Wealth Partners LLC | 0.02% | Reduce -7.9% | 2,325 | $220K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | New | 2,376 | $220K |
| Walker Asset Management, LLC | 0.14% | Add +0.6% | 2,309 | $218K |
| O'ROURKE & COMPANY, Inc | 0.13% | New | 2,294 | $217K |
| Collective Family Office LLC | 0.07% | Add +2.7% | 2,281 | $216K |
| American Investment Services, Inc. | 0.04% | No change | 2,275 | $215K |
| MMBG Investment Advisors Co. | 0.02% | No change | 2,270 | $214K |
| WBH Advisory Inc. | 0.02% | Reduce -19.8% | 2,187 | $207K |
| Inspire Advisors, LLC | 0.03% | New | 2,175 | $206K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -22.5% | 2,167 | $205K |
| RAM Investment Partners, LLC | 0.06% | Add +0.7% | 2,167 | $205K |
| Greytown Advisors Inc. | 0.11% | New | 2,150 | $203K |
| Semus Wealth Partners LLC | 0.17% | Reduce -5.4% | 2,119 | $201K |
| Pflug Koory, LLC | 0.01% | No change | 2,109 | $200K |
| FinTrust Capital Advisors, LLC | 0.04% | Reduce -18.0% | 2,091 | $198K |
| Hartford Financial Management Inc. | 0.04% | Add +10.2% | 2,031 | $192K |
| ADAR1 Capital Management, LLC | 0.05% | New | 2,000 | $189K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -1.5% | 1,998 | $189K |
| FSC Wealth Advisors, LLC | 0.13% | Add +4240.0% | 1,953 | $185K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,861 | $176K |
| Advisors Asset Management, Inc. | 0.00% | Add +153.8% | 1,784 | $169K |
| Maryland Capital Advisors Inc. | 0.10% | No change | 1,772 | $168K |
| Aspire Wealth Management Corp | 0.10% | Reduce -8.8% | 1,762 | $167K |
| Advisors Preferred, LLC | 0.03% | Reduce -99.1% | 1,800 | $167K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -43.4% | 1,841 | $162K |
| Sanctuary Wealth Management, L.L.C. | 0.13% | Add +5.4% | 1,690 | $160K |
| Ransom Advisory, Ltd | 0.08% | — | 1,625 | $154K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +0.1% | 1,578 | $147K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,551 | $147K |
| New Republic Capital, LLC | 0.08% | Reduce -28.2% | 1,402 | $133K |
| First PREMIER Bank | 0.03% | Add +15.7% | 1,372 | $130K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -49.1% | 1,442 | $130K |
| Raleigh Capital Management Inc. | 0.06% | Reduce -28.8% | 1,367 | $129K |
| Woodmont Investment Counsel LLC | 0.01% | New | 1,363 | $129K |
| Rothschild Capital Partners, LLC | 0.03% | New | 1,264 | $120K |
| Pathstone Holdings, LLC | 0.00% | New | 1,209 | $114K |
| BBJS Financial Advisors, LLC | 0.04% | Reduce -36.3% | 1,157 | $109K |
| Arrow Financial Corp | 0.01% | Reduce -23.7% | 1,128 | $107K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -97.4% | 1,081 | $106K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -96.5% | 1,122 | $106K |
| Colonial Trust Co / SC | 0.02% | Add +16.7% | 1,105 | $105K |
| UMB Bank, n.a. | 0.00% | No change | 1,008 | $95K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 991 | $94K |
| Gradient Investments LLC | 0.00% | Reduce -99.6% | 973 | $92K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -10.5% | 958 | $91K |
| Princeton Global Asset Management LLC | 0.02% | No change | 900 | $85K |
| Lanark Financial, Inc. | 0.01% | Reduce -28.6% | 885 | $83K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -44.6% | 849 | $80K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -36.1% | 820 | $78K |
| Islay Capital Management, LLC | 0.06% | Reduce -11.0% | 807 | $76K |
| Beacon Capital Management, LLC | 0.02% | Add +705.0% | 797 | $75K |
| Rice Partnership, LLC | 0.02% | Reduce -55.1% | 790 | $75K |
| Parkside Financial Bank & Trust | 0.01% | Add +163.0% | 789 | $75K |
| SpiderRock Advisors, LLC | 0.00% | — | 800 | $74K |
| Timber Creek Capital Management LLC | 0.02% | Reduce -27.8% | 726 | $69K |
| Criterion Capital Advisors, LLC | 0.04% | Reduce -9.8% | 713 | $67K |
| REAP Financial Group, LLC | 0.02% | Reduce -1.5% | 713 | $67K |
| Realta Investment Advisors | 0.01% | New | 680 | $64K |
| NWK Group, Inc. | 0.03% | Add +1.1% | 647 | $61K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -47.1% | 638 | $60K |
| Crewe Advisors LLC | 0.01% | Reduce -8.5% | 602 | $57K |
| Equitec Proprietary Markets, LLC | 0.10% | No change | 600 | $57K |
| Founders Financial Alliance, LLC | 0.02% | Add +119.3% | 592 | $56K |
| St Germain D J Co. Inc. | 0.00% | Add +90.3% | 590 | $56K |
| FAS Wealth Partners, Inc. | 0.00% | Add +398.3% | 583 | $55K |
| Colonial Trust Advisors | 0.01% | Reduce -11.3% | 565 | $53K |
| Larson Financial Group LLC | 0.00% | No change | 559 | $53K |
| Harbor Capital Advisors, Inc. | 0.01% | New | 552 | $52K |
| NBT Bank, N.A. | 0.00% | Add +16.4% | 546 | $52K |
| Howe & Rusling Inc. | 0.00% | Add +900.0% | 520 | $49K |
| HM Payson & Co. | 0.00% | Reduce -14.8% | 511 | $48K |
| Financial Management Professionals, Inc. | 0.01% | New | 512 | $48K |
| Wetzel Investment Advisors, Inc. | 0.03% | New | 507 | $45K |
| Clear Investment Research, LLC | 0.06% | No change | 460 | $44K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 445 | $42K |
| Signaturefd, LLC | 0.00% | Add +155.5% | 442 | $42K |
| Custom Portfolio Group LLC | 0.03% | No change | 440 | $42K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 402 | $38K |
| MGB Wealth Management, LLC | 0.02% | Add +0.3% | 401 | $38K |
| Core Wealth Advisors, Inc. | 0.01% | Add +99.5% | 401 | $38K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 398 | $38K |
| Palisade Asset Management, LLC | 0.00% | New | 388 | $37K |
| EPG Wealth Management LLC | 0.01% | Add +153.9% | 386 | $37K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 374 | $35K |
| Gould Capital, LLC | 0.02% | No change | 360 | $34K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -1.9% | 358 | $34K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 357 | $33K |
| Hanson & Doremus Investment Management | 0.01% | Reduce -7.6% | 351 | $33K |
| Motco | 0.00% | New | 342 | $32K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -44.7% | 336 | $32K |
| Bfsg, LLC | 0.00% | Add +1400.0% | 315 | $30K |
| Investors Research Corp | 0.01% | No change | 306 | $29K |
| SouthState Bank Corp | 0.00% | Add +226.1% | 300 | $28K |
| Raffa Wealth Management, LLC | 0.01% | No change | 287 | $27K |
| Smartleaf Asset Management LLC | 0.01% | Add +10.6% | 283 | $27K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Reduce -30.1% | 279 | $27K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -87.0% | 271 | $26K |
| Logan Capital Management Inc. | 0.00% | No change | 270 | $26K |
| PSI Advisors, LLC | 0.01% | No change | 230 | $22K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 222 | $21K |
| Northwest Capital Management Inc | 0.01% | Add +4.8% | 219 | $21K |
| Element Wealth, LLC | 0.01% | New | 215 | $20K |
| Atticus Wealth Management, LLC | 0.01% | Add +18.4% | 212 | $20K |
| West Branch Capital LLC | 0.01% | Add +1.0% | 210 | $20K |
| Caitlin John, LLC | 0.01% | Reduce -46.8% | 205 | $19K |
| Biltmore Family Office, LLC | 0.00% | New | 203 | $19K |
| Rain Capital Management, LLC | 0.01% | Add +0.5% | 202 | $19K |
| Barrett & Company, Inc. | 0.01% | No change | 200 | $19K |
| Salomon & Ludwin, LLC | 0.00% | New | 200 | $19K |
| Bogart Wealth, LLC | 0.00% | Reduce -35.9% | 200 | $19K |
| Bray Capital Advisors | 0.00% | No change | 190 | $18K |
| Ravenstone Capital Management Inc. | 0.01% | Add +80.0% | 180 | $17K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 171 | $17K |
| Rise Advisors, LLC | 0.01% | New | 171 | $16K |
| True Wealth Design, LLC | 0.00% | New | 165 | $16K |
| MTM Investment Management, LLC | 0.01% | New | 154 | $15K |
| Montag A & Associates Inc. | 0.00% | Reduce -50.0% | 150 | $14K |
| Arjuna Capital | 0.00% | New | 145 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -27.5% | 140 | $13K |
| American National Bank & Trust | 0.00% | New | 129 | $12K |
| CKW Financial Group | 0.00% | No change | 116 | $11K |
| Archer Investment Corp | 0.00% | Reduce -55.0% | 112 | $11K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +32.1% | 111 | $11K |
| Van Eck Associates Corp. | 0.00% | Add +165.0% | 106 | $10K |
| Planning Capital Management Corp | 0.01% | Reduce -39.7% | 105 | $10K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 100 | $9K |
| Bangor Savings Bank | 0.00% | No change | 91 | $9K |
| Atwood & Palmer Inc. | 0.00% | New | 88 | $8K |
| Coston, McIsaac & Partners | 0.00% | Reduce -18.2% | 90 | $8K |
| Tidemark, LLC | 0.00% | Add +35.1% | 77 | $7K |
| Operose Advisors LLC | 0.00% | New | 73 | $7K |
| Wagner Wealth Management, LLC | 0.00% | Add +100.0% | 72 | $7K |
| First Pacific Financial | 0.00% | Add +227.3% | 72 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 72 | $7K |
| Sandy Spring Bank | 0.00% | No change | 64 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 62 | $6K |
| Sittner & Nelson, LLC | 0.00% | New | 51 | $5K |
| IFS Advisors, LLC | 0.00% | No change | 50 | $5K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 48 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 46 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 46 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 45 | $4K |
| Johnson Financial Group, Inc. | 0.00% | No change | 43 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 39 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Add +38.5% | 36 | $3K |
| Concord Wealth Partners | 0.00% | Add +63.6% | 36 | $3K |
| Centennial Bank | 0.00% | No change | 28 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 23 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 22 | $2K |
| Mather Group, Llc. | 0.00% | New | 21 | $2K |
| Kozak & Associates, Inc. | 0.00% | Add +16.7% | 21 | $2K |
| Key Financial Inc | 0.00% | No change | 18 | $2K |
| First Personal Financial Services | 0.00% | New | 15 | $1K |
| NewSquare Capital LLC | 0.00% | New | 15 | $1K |
| PayPay Securities Corp | 0.07% | Add +7.7% | 14 | $1K |
| LifeSteps Financial, Inc. | 0.00% | New | 13 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 13 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 12 | $1K |
| FSA Wealth Management LLC | 0.00% | No change | 11 | $1K |
| Vima LLC | 0.00% | Reduce -99.9% | 9 | $958 |
| Creekmur Asset Management LLC | 0.00% | Add +16.7% | 7 | $663 |
| Legacies Wealth LLC | 0.00% | No change | 7 | $662 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 6 | $568 |
| Arax Advisory Partners | 0.00% | Reduce -94.3% | 4 | $398 |
| Piscataqua Savings Bank | 0.00% | New | 4 | $378 |
| Contravisory Investment Management, Inc. | 0.00% | No change | 3 | $284 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $284 |
| Abich Financial Wealth Management LLC | 0.00% | No change | 2 | $189 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $95 |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -93.8% | 1 | $95 |
| Lindbrook Capital, LLC | 0.00% | Reduce -99.9% | 1 | $86 |
| Iron Horse Wealth Management, LLC | 0.00% | New | 1 | $67 |
| Asset Dedication, LLC | 0.00% | New | 1 | $0 |
| Covestor Ltd | 0.00% | New | 26 | $0 |
"% of holder's portfolio" is TLT's weight in each manager's 13F, not the share of iShares 20+ Year Treasury BD the manager owns.