iShares 20+ Year Treasury BDTLTETF
13F holders, Q2 2024 (June 30)1,109holders −10
121new positions
132sold out
5famous investors
$91.75avg. 13F price*
At the end of Q2 2024, 1,109 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, down 10 from Q1 2024. 121 opened new positions and 132 sold out. The largest holders were Bank of America Corp. ($5.5B), Morgan Stanley ($4.0B) and Rafferty Asset Management, LLC ($3.7B). 5 famous investors held it, including Paul Tudor Jones (0.5% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $704.1M |
| Exits | 132 | $471.8M |
All 13F filers, Q1 2024 → Q2 2024: 77,188,985 shares bought and 45,143,482 shares sold, net +32,045,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,109 holders
| Bank of America Corp. | 0.53% | Add +17.1% | 59,818,471 | $5.5B |
| Morgan Stanley | 0.31% | Reduce -6.8% | 43,479,814 | $4.0B |
| Rafferty Asset Management, LLC | 13.61% | Add +11.8% | 39,934,700 | $3.7B |
| Northwestern Mutual Wealth Management Co. | 2.95% | Add +2810.7% | 32,622,890 | $3.0B |
| FMR LLC | 0.10% | Reduce -13.1% | 16,658,732 | $1.5B |
| BlackRock Inc. | 0.03% | Reduce -3.9% | 16,607,579 | $1.5B |
| Envestnet Asset Management Inc. | 0.53% | Add +5.2% | 16,418,016 | $1.5B |
| Jane Street Group, LLC | 1.19% | Reduce -38.9% | 11,970,486 | $1.1B |
| UBS Group AG | 0.26% | Reduce -5.5% | 9,296,627 | $853.2M |
| Cibc World Market Inc. | 1.92% | Add +21.9% | 8,406,190 | $771.5M |
| TD Asset Management Inc | 0.66% | Reduce -20.6% | 7,719,509 | $708.5M |
| JPMorgan Chase & Co. | 0.05% | Add +18.1% | 6,642,646 | $609.7M |
| Wells Fargo & Company | 0.13% | Add +30.1% | 5,502,672 | $505.0M |
| LPL Financial LLC | 0.22% | Add +7.9% | 4,891,875 | $449.0M |
| Citigroup Inc. | 0.40% | Add +31.3% | 4,479,391 | $411.1M |
| Ameriprise Financial Inc. | 0.11% | Reduce -12.1% | 4,427,925 | $406.5M |
| Barclays PLC | 0.17% | Reduce -1.4% | 4,091,150 | $375.5M |
| Nan Shan Life Insurance Co., Ltd. | 8.55% | Add +0.6% | 3,936,814 | $361.3M |
| Royal Bank of Canada | 0.07% | Add +50.7% | 3,338,973 | $306.5M |
| Mackenzie Financial Corp. | 0.42% | Add +5.4% | 3,059,000 | $280.8M |
| Alliancebernstein L.P. | 0.09% | Add +55.0% | 2,716,412 | $249.3M |
| Annex Advisory Services, LLC | 8.21% | Add +11463.6% | 2,538,906 | $233.0M |
| HSBC Holdings PLC | 0.15% | Reduce -28.0% | 2,503,950 | $229.8M |
| Janney Montgomery Scott LLC | 0.70% | Reduce -1.8% | 2,503,215 | $229.7M |
| Vantagepoint Investment Advisers LLC | 31.24% | No change | 2,473,541 | $227.0M |
| Osaic Holdings, Inc. | 0.48% | Reduce -8.8% | 2,216,565 | $203.4M |
| Raymond James Financial Services Advisors, Inc. | 0.28% | Reduce -2.5% | 2,166,629 | $198.9M |
| Bank of Montreal | 0.06% | Add +257.7% | 2,086,923 | $197.2M |
| Harvest Portfolios Group Inc. | 7.26% | Add +41.6% | 2,069,794 | $190.0M |
| Susquehanna International Group, LLP | 0.32% | Reduce -63.6% | 1,971,188 | $180.9M |
| Raymond James & Associates | 0.11% | Add +1.7% | 1,901,767 | $174.5M |
| Envestnet Portfolio Solutions, Inc. | 0.60% | Add +6.2% | 1,888,130 | $173.3M |
| Truist Financial Corp. | 0.25% | Reduce -3.3% | 1,762,312 | $161.7M |
| Hantz Financial Services, Inc. | 2.76% | Add +27.4% | 1,563,229 | $143.5M |
| Stifel Financial Corp. | 0.16% | Add +2.9% | 1,539,133 | $141.3M |
| AIA Group Ltd | 4.00% | Add +13.6% | 1,491,476 | $136.9M |
| Commonwealth Equity Services, LLC | 0.20% | Add +3.0% | 1,394,025 | $127.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.64% | Add +47.1% | 1,366,397 | $127.8M |
| Nationwide Fund Advisors | 13.02% | Reduce -0.8% | 1,301,561 | $119.5M |
| Cetera Investment Advisers | 0.26% | Reduce -3.6% | 1,218,765 | $111.9M |
| WS Management LLLP | 10.45% | Add +0.8% | 1,213,483 | $111.4M |
| WestEnd Advisors, LLC | 2.80% | Add +0.1% | 1,181,666 | $108.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -34.3% | 1,163,757 | $106.8M |
| Cwm, LLC | 0.50% | Reduce -0.9% | 1,159,450 | $106.4M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -3.1% | 1,142,017 | $104.8M |
| BNP Paribas Financial Markets | 0.11% | Add +27.6% | 1,112,432 | $102.1M |
| Ocean Park Asset Management, LLC | 4.51% | New | 1,036,756 | $95.2M |
| Cullen/Frost Bankers, Inc. | 1.34% | Add +11.6% | 1,011,484 | $92.8M |
| Deutsche Bank AG | 0.04% | Add +25.0% | 1,000,000 | $91.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -23.7% | 974,567 | $89.4M |
| Walleye Capital LLC | 1.02% | Add +735.2% | 963,134 | $88.4M |
| Victory Capital Management Inc. | 0.09% | Add +2.2% | 960,704 | $88.2M |
| Flow Traders U.S. LLC | 4.28% | New | 942,436 | $86.5M |
| US Bancorp \de | 0.12% | Add +1.3% | 930,309 | $85.4M |
| U.S. Capital Wealth Advisors, LLC | 3.22% | Add +91.2% | 917,705 | $84.2M |
| GTS Securities LLC | 1.68% | Add +1581.4% | 883,035 | $81.0M |
| Park Avenue Securities LLC | 0.99% | Add +4.6% | 881,826 | $80.9M |
| Ally Financial Inc. | 9.94% | No change | 873,000 | $80.1M |
| HighTower Advisors, LLC | 0.12% | Add +7.2% | 853,795 | $78.3M |
| Rockefeller Capital Management L.P. | 0.22% | Add +12.7% | 844,190 | $77.5M |
| MML Investors Services, LLC | 0.27% | Reduce -4.0% | 725,328 | $66.6M |
| State Street Corp. | 0.00% | New | 710,734 | $65.2M |
| Citadel Advisors | 0.06% | Reduce -16.4% | 693,150 | $63.6M |
| Jordan Park Group LLC | 4.55% | Add +26.1% | 647,895 | $59.5M |
| Maxi Investments CY Ltd | 12.58% | No change | 610,505 | $56.0M |
| Dynasty Wealth Management, LLC | 1.65% | Add +29.9% | 608,963 | $55.9M |
| HRT Financial LP | 0.31% | Add +321.9% | 603,730 | $55.4M |
| Bramshill Investments, LLC | 5.64% | Add +668.9% | 564,504 | $51.8M |
| Atria Wealth Solutions, Inc. | 0.56% | Add +8.2% | 551,672 | $50.6M |
| AlTi Global, Inc. | 1.36% | Add +12.0% | 550,090 | $50.5M |
| Quotient Wealth Partners, LLC | 1.76% | Add +22.2% | 548,650 | $50.4M |
| Main Management Fund Advisors LLC | 8.33% | New | 503,900 | $46.2M |
| Jump Financial, LLC | 0.92% | Add +187.6% | 489,344 | $44.9M |
| Hamilton Capital Partners Inc. | 4.47% | Add +10.9% | 454,768 | $41.7M |
| Tudor Investment Corporation | 0.46% | Reduce -25.4% | 447,657 | $41.1M |
| NewEdge Advisors, LLC | 0.29% | Add +72.2% | 431,294 | $39.6M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -0.8% | 429,311 | $39.4M |
| New Harbor Financial Group, LLC | 13.09% | Add +78.8% | 428,228 | $39.3M |
| University of Illinois Foundation | 13.46% | No change | 419,412 | $38.5M |
| Sanctuary Advisors, LLC | 0.28% | — | 435,504 | $38.4M |
| Life Line Wealth Management LLC | 14.46% | Add +2999.0% | 416,882 | $38.3M |
| IHT Wealth Management, LLC | 1.42% | Add +44.7% | 414,770 | $38.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.09% | — | 409,540 | $37.6M |
| Peconic Partners LLC | 1.57% | New | 399,900 | $36.7M |
| Townsend & Associates, Inc | 3.82% | Add +2.4% | 370,379 | $34.4M |
| GM Advisory Group, LLC | 2.20% | Reduce -2.9% | 371,466 | $34.1M |
| Foundations Investment Advisors, LLC | 0.81% | Add +24.9% | 365,535 | $33.5M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -34.8% | 365,137 | $33.5M |
| Centaurus Financial, Inc. | 2.20% | Add +29.8% | 360,615 | $33.1M |
| BCM Advisors, LLC | 7.68% | Add +0.9% | 339,843 | $32.4M |
| United Capital Financial Advisors, LLC | 0.28% | Add +2.8% | 350,520 | $32.2M |
| Cadence Wealth Management LLC | 22.35% | Add +14.6% | 348,334 | $32.0M |
| Tiaa Trust, National Association | 0.10% | Add +11.1% | 343,752 | $31.5M |
| Systematic Alpha Investments, LLC | 1.19% | Add +84.5% | 339,500 | $31.2M |
| Balyasny Asset Management L.P. | 0.08% | Add +87.0% | 325,723 | $29.9M |
| Bell Investment Advisors, Inc | 5.69% | Add +3.2% | 315,934 | $29.0M |
| Westwood Holdings Group Inc. | 0.23% | Add +4.5% | 309,201 | $28.4M |
| CI Investments Inc. | 0.11% | Reduce -47.0% | 304,991 | $28.0M |
| Parallax Volatility Advisers, L.P. | 0.79% | Reduce -78.9% | 297,365 | $27.3M |
| AE Wealth Management LLC | 0.27% | Reduce -38.8% | 294,554 | $27.0M |
| DSC Meridian Capital LP | 22.07% | No change | 292,523 | $26.8M |
| CX Institutional | 1.25% | Reduce -28.1% | 289,365 | $26.6M |
| Kestra Advisory Services, LLC | 0.15% | Add +15.2% | 297,739 | $26.1M |
| Lebenthal Global Advisors, LLC | 5.68% | Reduce -0.5% | 282,417 | $25.9M |
| NSI Retail Advisors, LLC | 4.54% | New | 281,900 | $25.9M |
| CSM Advisors, LLC | 1.83% | New | 281,900 | $25.9M |
| Pathstone Holdings, LLC | 0.12% | Add +23030.4% | 279,647 | $25.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.2% | 274,925 | $25.2M |
| Concurrent Investment Advisors, LLC | 0.82% | Add +8.0% | 269,541 | $24.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.76% | Add +18.7% | 267,306 | $24.5M |
| Atria Investments, Inc | 0.31% | Reduce -13.3% | 257,502 | $23.6M |
| IFP Advisors, Inc | 0.93% | Reduce -25.6% | 255,863 | $23.5M |
| Meeder Asset Management Inc. | 1.63% | New | 253,216 | $23.2M |
| Krilogy Financial LLC | 1.69% | Reduce -12.0% | 249,004 | $22.9M |
| Gould Asset Management LLC | 5.27% | Add +1.6% | 248,683 | $22.8M |
| Main Management LLC | 1.76% | Add +9256.6% | 231,389 | $21.2M |
| Private Advisor Group, LLC | 0.14% | Add +70.3% | 229,270 | $21.0M |
| RS Crum Inc. | 5.47% | Reduce -0.3% | 227,405 | $20.9M |
| PEAK6 Investments LLC | 0.97% | Reduce -25.4% | 226,937 | $20.8M |
| OneDigital Investment Advisors LLC | 0.26% | Add +54.6% | 225,027 | $20.7M |
| Marex Group Ltd | 0.55% | Add +771.2% | 224,391 | $20.6M |
| Ground Swell Capital, LLC | 19.88% | Reduce -61.6% | 224,022 | $20.6M |
| Stratos Wealth Partners, LTD. | 0.33% | Reduce -0.8% | 223,942 | $20.6M |
| TD Waterhouse Canada Inc. | 0.18% | Reduce -1.6% | 222,658 | $20.3M |
| Fisher Asset Management | 0.01% | Reduce -2.7% | 219,222 | $20.1M |
| Old Mission Capital LLC | 0.52% | Add +1.2% | 217,124 | $19.9M |
| Brookstone Capital Management | 0.33% | Add +6.7% | 210,896 | $19.9M |
| Insight Wealth Strategies, LLC | 2.80% | Add +3.5% | 214,076 | $19.6M |
| JB Capital LLC | 1.22% | Add +6.6% | 211,535 | $19.4M |
| Avalon Capital Management | 6.16% | Add +5491.3% | 211,518 | $19.4M |
| American Asset Management Inc. | 22.87% | Reduce -1.3% | 210,036 | $19.3M |
| Journey Strategic Wealth LLC | 0.82% | Add +10.6% | 209,610 | $19.2M |
| Prospera Financial Services Inc | 0.53% | Add +16.6% | 207,270 | $19.0M |
| National Bank of Canada | 0.03% | Add +4.0% | 210,671 | $18.9M |
| Itau Unibanco Holding S.A. | 0.77% | New | 205,000 | $18.8M |
| Horst & Graben Wealth Management LLC | 3.58% | Add +7.2% | 203,985 | $18.7M |
| Kestra Private Wealth Services, LLC | 0.37% | Reduce -11.7% | 200,586 | $18.4M |
| Prudential Financial Inc. | 0.03% | Add +34.1% | 200,386 | $18.4M |
| Mariner, LLC | 0.04% | Add +3.5% | 197,456 | $18.1M |
| Q3 Asset Management | 4.07% | New | 193,014 | $17.9M |
| IMC-Chicago, LLC | 0.57% | Add +12.4% | 193,309 | $17.7M |
| BOS Asset Management, LLC | 7.79% | Add +23.5% | 182,904 | $16.8M |
| Prudential PLC | 0.12% | Add +83.8% | 182,665 | $16.8M |
| Osborne Partners Capital Management, LLC | 1.00% | Add +3.9% | 182,449 | $16.7M |
| MY Wealth Management Inc. | 18.80% | Add +1.0% | 179,859 | $16.5M |
| Avantax Advisory Services, Inc. | 0.12% | Add +24.7% | 179,765 | $16.5M |
| Members Advisory Group LLC | 8.97% | Add +2.7% | 178,927 | $16.4M |
| Exencial Wealth Advisors, LLC | 0.61% | Add +0.6% | 177,518 | $16.3M |
| Procyon Advisors, LLC | 1.21% | Add +8.5% | 177,359 | $16.3M |
| Pictet Asset Management Holding SA | 0.02% | New | 173,600 | $16.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -24.2% | 175,382 | $16.1M |
| Madrona Financial Services, LLC | 4.82% | Add +13.1% | 171,108 | $15.7M |
| Royal Fund Management, LLC | 2.07% | Add +11.2% | 167,468 | $15.4M |
| Banco Santander, S.A. | 0.19% | Add +53.8% | 164,757 | $15.1M |
| Edgestream Partners, L.P. | 0.72% | New | 162,659 | $14.9M |
| Willis Johnson & Associates, Inc. | 1.21% | Add +6.3% | 161,015 | $14.8M |
| Sowell Financial Services LLC | 0.69% | Add +12.1% | 158,467 | $14.5M |
| Granby Capital Management, LLC | 8.29% | Reduce -20.2% | 158,000 | $14.5M |
| Continuum Advisory, LLC | 2.08% | Add +1.9% | 157,032 | $14.4M |
| SlateStone Wealth, LLC | 1.56% | Add +3.3% | 156,590 | $14.4M |
| SMI Advisory Services, LLC | 3.51% | Add +988.3% | 153,933 | $14.2M |
| Comerica Bank | 0.06% | Reduce -26.4% | 154,446 | $14.2M |
| Afg Fiduciary Services Limited Partnership | 9.89% | Reduce -6.8% | 152,651 | $14.1M |
| Alera Investment Advisors, LLC | 1.69% | New | 152,713 | $14.0M |
| First National Corp. /Ma/ | 3.34% | Add +38.6% | 152,597 | $14.0M |
| TAP Consulting, LLC | 2.93% | Add +18.4% | 151,172 | $13.9M |
| Stephens Inc. | 0.21% | Reduce -4.9% | 150,999 | $13.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +23.1% | 149,776 | $13.7M |
| Marks Wealth, LLC | 6.05% | New | 149,495 | $13.7M |
| ExodusPoint Capital Management, LP | 0.15% | New | 149,018 | $13.7M |
| Sinecera Capital, LLC | 18.51% | Reduce -10.6% | 132,731 | $13.5M |
| Commonwealth Financial Services, LLC | 2.76% | Add +19.2% | 144,864 | $13.4M |
| Capitolis Liquid Global Markets LLC | 0.17% | Add +185.8% | 146,290 | $13.4M |
| Kaydan Wealth Management, Inc. | 4.74% | New | 145,790 | $13.4M |
| Advisory Services Network, LLC | 0.27% | Add +18.6% | 142,624 | $13.1M |
| Captrust Financial Advisors | 0.04% | Reduce -56.2% | 142,017 | $13.0M |
| First Horizon Advisors, Inc. | 0.39% | Reduce -2.8% | 141,082 | $12.9M |
| Summit Financial, LLC | 0.58% | Add +36.4% | 139,439 | $12.8M |
| Geneos Wealth Management Inc. | 0.57% | Add +53.2% | 138,947 | $12.8M |
| Assetmark, Inc. | 0.04% | Reduce -93.6% | 138,473 | $12.7M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +47.2% | 136,087 | $12.5M |
| Orion Portfolio Solutions, LLC | 0.13% | Add +47.2% | 136,087 | $12.5M |
| Clarity Financial LLC | 1.88% | Reduce -3.5% | 135,794 | $12.5M |
| Amundi | 0.00% | No change | 135,000 | $12.4M |
| Lwmg, LLC | 2.60% | Add +8.7% | 134,532 | $12.3M |
| Kapitalo Investimentos Ltda | 3.68% | New | 133,623 | $12.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.13% | Reduce -63.7% | 133,209 | $12.2M |
| Berger Financial Group, Inc | 0.97% | Reduce -2.3% | 131,949 | $12.1M |
| Summit Global Investments | 0.87% | Add +11.4% | 131,000 | $12.0M |
| Teilinger Capital Ltd. | 5.68% | Add +271.4% | 130,000 | $11.9M |
| Acute Investment Advisory, LLC | 6.80% | New | 129,942 | $11.9M |
| One Plus One Wealth Management, LLC | 6.77% | New | 128,834 | $11.8M |
| Connable Office Inc. | 1.27% | Add +1.6% | 128,768 | $11.8M |
| Palumbo Wealth Management LLC | 4.92% | Add +30.8% | 126,739 | $11.6M |
| Legacy Advisory Services, LLC | 10.50% | Add +10.4% | 125,128 | $11.5M |
| LMR Partners LLP | 0.31% | Add +2826.9% | 124,245 | $11.4M |
| Mutual Advisors, LLC | 0.34% | Reduce -11.1% | 121,902 | $11.4M |
| Invst, LLC | 1.25% | Add +9.9% | 126,086 | $11.3M |
| Wealth Management Associates, Inc. | 5.30% | No change | 123,169 | $11.3M |
| GFG Capital, LLC | 3.07% | Reduce -98.3% | 122,948 | $11.3M |
| NorthCoast Asset Management LLC | 0.09% | New | 120,311 | $11.1M |
| Leo Wealth, LLC | 1.12% | Add +3.5% | 120,418 | $10.9M |
| West Family Investments, Inc. | 3.23% | Add +34.9% | 96,419 | $10.8M |
| BlueDrive Global Investors LLP | 12.31% | Add +99.7% | 117,470 | $10.8M |
| Dynamic Advisor Solutions LLC | 0.34% | Reduce -3.6% | 116,870 | $10.7M |
| Pinnacle Financial Partners Inc | 0.23% | Reduce -2.5% | 116,217 | $10.7M |
| One Day In July LLC | 1.33% | Reduce -44.7% | 116,062 | $10.7M |
| Trek Financial, LLC | 0.85% | Add +1.3% | 115,976 | $10.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +131.4% | 115,580 | $10.6M |
| Mill Creek Capital Advisors, LLC | 0.27% | Add +10.9% | 115,562 | $10.6M |
| Rehmann Capital Advisory Group | 0.74% | Add +45.5% | 113,182 | $10.4M |
| Cultivar Capital, Inc. | 8.67% | Add +11.3% | 112,758 | $10.3M |
| Mechanics Bank Trust Department | 1.46% | Reduce -3.3% | 111,499 | $10.2M |
| J. Safra Sarasin Holding AG | 0.19% | — | 110,700 | $10.2M |
| Vestmark Advisory Solutions, Inc. | 0.42% | Add +5.7% | 110,020 | $10.1M |
| CreativeOne Wealth, LLC | 0.51% | Reduce -41.6% | 109,117 | $10.0M |
| Janney Capital Management LLC | 0.70% | Reduce -2.2% | 108,378 | $9.9M |
| Richard W. Paul & Associates, LLC | 3.83% | Add +2.9% | 108,002 | $9.9M |
| Creative Financial Designs Inc. | 0.88% | Reduce -0.8% | 107,096 | $9.8M |
| FPC Investment Advisory, Inc. | 8.66% | Add +5.7% | 102,140 | $9.6M |
| SG Americas Securities, LLC | 0.06% | Add +9.5% | 104,787 | $9.6M |
| Sharkey, Howes & Javer | 1.55% | Reduce -10.9% | 104,653 | $9.6M |
| Harbour Investments, Inc. | 0.32% | Reduce -4.8% | 103,797 | $9.5M |
| Buck Wealth Strategies, LLC | 2.76% | Add +2739.0% | 101,808 | $9.3M |
| Equitable Holdings, Inc. | 0.10% | Add +43.2% | 100,759 | $9.2M |
| Gladstone Institutional Advisory LLC | 0.47% | Add +16.6% | 99,036 | $9.1M |
| Arlington Capital Management, Inc. | 7.88% | Reduce -0.8% | 98,862 | $9.1M |
| Schonfeld Strategic Advisors LLC | 0.07% | New | 98,277 | $9.0M |
| Basswood Capital Management, L.L.C. | 0.57% | No change | 96,154 | $8.8M |
| Paloma Partners Management Co | 0.95% | Add +5.6% | 95,000 | $8.7M |
| Braun-Bostich & Associates Inc. | 6.45% | Add +114.6% | 94,575 | $8.7M |
| CFS Investment Advisory Services, LLC | 0.70% | New | 94,525 | $8.7M |
| Venture Visionary Partners LLC | 0.40% | Add +4.9% | 92,830 | $8.5M |
| Creative Planning | 0.01% | Reduce -12.9% | 92,766 | $8.5M |
| Retirement Financial Solutions, LLC | 3.99% | Add +8.6% | 92,406 | $8.5M |
| Baird Financial Group, Inc. | 0.02% | Add +1.9% | 92,379 | $8.5M |
| Kelly Financial Services LLC | 3.02% | Add +2.4% | 92,132 | $8.5M |
| Alerus Financial NA | 0.63% | Add +1.2% | 91,374 | $8.4M |
| Klaas Financial Asset Advisors, LLC | 1.51% | Add +18.4% | 90,032 | $8.3M |
| CTC Alternative Strategies, Ltd. | 3.50% | New | 90,000 | $8.3M |
| Strategic Blueprint, LLC | 0.56% | Reduce -5.2% | 89,991 | $8.3M |
| Redwood Investment Management, LLC | 0.71% | Reduce -0.5% | 89,915 | $8.3M |
| Ethos Financial Group, LLC | 1.46% | Add +6.0% | 89,253 | $8.2M |
| High Falls Advisors, Inc | 1.99% | Add +3.4% | 89,064 | $8.2M |
| Austin Private Wealth, LLC | 0.88% | Add +9.1% | 89,041 | $8.2M |
| DAVENPORT & Co LLC | 0.05% | Add +15.0% | 88,605 | $8.1M |
| Freedom Investment Management, Inc. | 0.66% | Reduce -22.4% | 88,221 | $8.1M |
| WNY Asset Management, LLC | 1.07% | Reduce -79.8% | 87,988 | $8.1M |
| Heartwood Wealth Advisors LLC | 0.96% | Add +1.7% | 87,574 | $8.0M |
| Alternative Investment Advisors, LLC. | 4.55% | Reduce -6.7% | 86,798 | $8.0M |
| Summit X, LLC | 1.77% | Add +11.1% | 85,925 | $7.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.61% | Add +9.0% | 85,918 | $7.9M |
| Avitas Wealth Management LLC | 1.15% | Reduce -1.1% | 85,436 | $7.8M |
| Arvest Investments, Inc. | 1.26% | Add +1.1% | 85,429 | $7.8M |
| Refined Wealth Management | 5.99% | Add +1.2% | 84,682 | $7.8M |
| Cambridge Associates LLC /Ma/ | 0.35% | No change | 83,442 | $7.7M |
| Icon Wealth Advisors, LLC | 0.68% | Add +4.8% | 80,697 | $7.7M |
| Arete Wealth Advisors, LLC | 0.63% | Add +5.0% | 83,114 | $7.6M |
| V2 Financial group LLC | 5.06% | Add +0.2% | 80,735 | $7.5M |
| Horizon Investments, LLC | 0.21% | Reduce -22.2% | 82,304 | $7.5M |
| ShoreHaven Wealth Partners, LLC | 3.93% | Add +10.8% | 81,432 | $7.5M |
| iA Global Asset Management Inc. | 0.14% | Add +81.4% | 81,088 | $7.4M |
| Birchbrook, Inc. | 4.45% | Add +2.1% | 80,768 | $7.4M |
| Venturi Wealth Management, LLC | 0.44% | Add +4.5% | 80,722 | $7.4M |
| Cadent Capital Advisors, LLC | 3.01% | Reduce -5.9% | 80,654 | $7.4M |
| GLOBALT Investments LLC / GA | 0.29% | Add +24.6% | 80,100 | $7.4M |
| Farther Finance Advisors, LLC | 0.35% | Add +15.1% | 81,016 | $7.3M |
| Bay Rivers Group | 3.75% | Add +24.8% | 78,590 | $7.2M |
| Northeast Financial Group, Inc. | 3.03% | Reduce -3.0% | 77,119 | $7.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.82% | Add +3.7% | 76,187 | $7.0M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -51.4% | 75,657 | $6.9M |
| SteelPeak Wealth, LLC | 0.33% | Add +13.2% | 75,366 | $6.9M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -57.8% | 74,777 | $6.9M |
| Foster & Motley Inc. | 0.47% | Add +3.5% | 74,407 | $6.8M |
| Security Benefit Life Insurance Co. | 2.26% | No change | 74,200 | $6.8M |
| Sigma Planning Corp | 0.22% | Reduce -34.9% | 74,189 | $6.8M |
| Toronto Dominion Bank | 0.01% | Add +1.6% | 73,670 | $6.8M |
| Stone House Investment Management, LLC | 1.74% | Add +6.4% | 72,946 | $6.7M |
| Custos Family Office, LLC | 2.64% | Add +16.8% | 72,113 | $6.6M |
| First Trust Advisors LP | 0.01% | Add +3.0% | 72,055 | $6.6M |
| Wooster Corthell Wealth Management, Inc. | 1.48% | Reduce -1.9% | 71,036 | $6.5M |
| Peregrine Asset Advisers, Inc. | 2.57% | New | 70,893 | $6.5M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -23.2% | 70,417 | $6.5M |
| Full Sail Capital, LLC | 0.43% | Add +5.3% | 70,398 | $6.5M |
| Fermata Advisors, LLC | 1.48% | Reduce -6.5% | 70,317 | $6.5M |
| Cinctive Capital Management LP | 0.35% | Add +71.2% | 70,000 | $6.4M |
| Concourse Financial Group Securities, Inc. | 0.40% | Reduce -3.0% | 69,042 | $6.3M |
| Liberty Wealth Management LLC | 1.16% | Add +252.6% | 247,405 | $6.3M |
| Tiller Private Wealth, Inc. | 2.76% | Add +1.6% | 68,492 | $6.3M |
| Wealthfront Advisers LLC | 0.02% | Add +66.8% | 67,731 | $6.2M |
| Blue Trust, Inc. | 0.08% | Add +0.0% | 65,328 | $6.2M |
| LPF Advisors LLC | 5.69% | Add +3.7% | 67,270 | $6.2M |
| Millennium Management | 0.01% | New | 67,083 | $6.2M |
| Nvwm, LLC | 1.63% | Reduce -11.0% | 66,818 | $6.1M |
| Fortis Group Advisors, LLC | 1.20% | Reduce -13.6% | 65,765 | $6.0M |
| New York Life Investment Management LLC | 0.06% | Reduce -17.0% | 64,544 | $5.9M |
| Adapt Wealth Advisors, LLC | 3.71% | Add +38.3% | 64,543 | $5.9M |
| Hollow Brook Wealth Management LLC | 2.01% | Add +6.2% | 64,493 | $5.9M |
| Jones Financial Companies LLLP | 0.01% | Add +84.4% | 64,461 | $5.9M |
| GDS Wealth Management | 0.65% | Reduce -48.1% | 64,180 | $5.9M |
| Quadrant Private Wealth Management, LLC | 1.34% | Add +54.0% | 63,666 | $5.8M |
| 4Thought Financial Group Inc. | 3.59% | Add +60.4% | 62,956 | $5.8M |
| Van Hulzen Asset Management, LLC | 0.39% | Add +0.2% | 62,719 | $5.8M |
| Two Sigma Securities, LLC | 0.27% | Add +24.6% | 62,663 | $5.8M |
| Shelton Wealth Management, LLC | 3.42% | Reduce -0.5% | 62,369 | $5.7M |
| Independent Financial Group, LLC | 0.23% | Reduce -26.6% | 61,922 | $5.7M |
| James Investment Research, Inc. | 0.67% | Add +7.3% | 61,595 | $5.7M |
| Principal Financial Group Inc. | 0.00% | Add +28.5% | 60,687 | $5.6M |
| Moneco Advisors, LLC | 0.82% | Add +4.9% | 60,637 | $5.6M |
| Correct Capital Wealth Management | 1.29% | Add +39.6% | 60,267 | $5.5M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +413.4% | 59,584 | $5.5M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -12.8% | 59,019 | $5.4M |
| Rezny Wealth Management, Inc. | 1.45% | Add +2047.6% | 58,909 | $5.4M |
| Heck Capital Advisors, LLC | 0.67% | Add +0.3% | 58,701 | $5.4M |
| First Heartland Consultants, Inc. | 0.54% | Reduce -10.8% | 58,644 | $5.4M |
| Keybank National Association | 0.02% | Add +140.4% | 57,867 | $5.3M |
| Belvedere Trading LLC | 0.28% | New | 57,668 | $5.3M |
| LCNB Corp. | 1.97% | Add +61.0% | 57,412 | $5.3M |
| Leisure Capital Management | 2.45% | Add +206.2% | 57,295 | $5.3M |
| Focus Partners Wealth | 0.02% | Add +105.4% | 56,934 | $5.2M |
| Emergent Wealth Advisors, LLC | 4.20% | Add +5.3% | 56,898 | $5.2M |
| Pallas Capital Advisors LLC | 0.23% | Add +9.8% | 55,687 | $5.2M |
| Greenup Street Wealth Management LLC | 1.22% | Reduce -51.6% | 56,660 | $5.2M |
| Financial Advocates Investment Management | 0.32% | Add +89.7% | 56,525 | $5.2M |
| Townsquare Capital LLC | 0.07% | Reduce -69.9% | 55,865 | $5.1M |
| Axxcess Wealth Management, LLC | 0.14% | Reduce -0.7% | 55,759 | $5.1M |
| RFG Advisory, LLC | 0.16% | Reduce -5.1% | 55,048 | $5.1M |
| Bulltick Wealth Management, LLC | 1.40% | Add +45.5% | 54,580 | $5.0M |
| Transamerica Financial Advisors, LLC | 0.53% | No change | 54,436 | $5.0M |
| Insight 2811, Inc. | 2.58% | Reduce -3.0% | 54,146 | $5.0M |
| Merriman Wealth Management, LLC | 0.22% | New | 54,084 | $5.0M |
| Boothbay Fund Management, LLC | 0.17% | Reduce -0.1% | 52,761 | $4.8M |
| TNF LLC | 1.75% | Reduce -0.1% | 52,024 | $4.8M |
| Gries Financial LLC | 0.98% | Add +0.3% | 51,736 | $4.7M |
| Meridian Financial Partners LLC | 2.81% | New | 50,609 | $4.7M |
| Eley Financial Management, Inc | 2.00% | Add +4.7% | 51,296 | $4.7M |
| Global Wealth Strategies & Associates | 1.68% | Add +21.8% | 50,932 | $4.7M |
| ONE Advisory Partners, LLC | 2.16% | Add +9.8% | 50,928 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +9.2% | 50,689 | $4.7M |
| Berkeley Capital Partners, LLC | 1.40% | Reduce -0.3% | 50,649 | $4.6M |
| Marathon Trading Investment Management LLC | 1.25% | Add +1729.3% | 50,305 | $4.6M |
| Waverly Advisors, LLC | 0.09% | Add +640.8% | 50,094 | $4.6M |
| Sunbelt Securities, Inc. | 0.47% | Add +10.3% | 49,852 | $4.6M |
| Retirement Capital Strategies | 1.82% | New | 49,504 | $4.5M |
| Cavalier Investments, LLC | 1.39% | Add +25.4% | 49,352 | $4.5M |
| Cynosure Group, LLC | 0.73% | New | 49,268 | $4.5M |
| Integrated Advisors Network LLC | 0.23% | Add +13.5% | 49,189 | $4.5M |
| Vantage Financial Partners, LLC | 1.15% | Add +18.6% | 48,147 | $4.4M |
| TSA Wealth Managment LLC | 1.87% | Reduce -8.7% | 47,669 | $4.4M |
| Stratos Wealth Advisors, LLC | 0.22% | Reduce -16.8% | 47,524 | $4.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.22% | Add +13.4% | 47,256 | $4.3M |
| Sourcerock Group LLC | 0.31% | Reduce -0.1% | 47,051 | $4.3M |
| Verition Fund Management LLC | 0.04% | Reduce -12.6% | 46,578 | $4.3M |
| HCR Wealth Advisors | 0.61% | Add +0.9% | 46,562 | $4.3M |
| Alpha Square Group S LLC | 7.81% | No change | 46,000 | $4.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.46% | Add +44.5% | 45,789 | $4.2M |
| Perigon Wealth Management, LLC | 0.12% | Add +13.9% | 44,838 | $4.1M |
| Fifth Third Bancorp | 0.02% | Reduce -6.7% | 44,822 | $4.1M |
| Wealth Alliance, LLC | 0.53% | Reduce -11.3% | 44,748 | $4.1M |
| Pettinga Financial Advisors LLC | 1.02% | Reduce -4.8% | 44,496 | $4.1M |
| Cooper Financial Group | 0.59% | Add +19.1% | 43,995 | $4.0M |
| PAX Financial Group, LLC | 0.79% | Add +5.4% | 43,975 | $4.0M |
| BTG Pactual Asset Management US LLC | 1.01% | — | 43,936 | $4.0M |
| Syntax Research, Inc. | 3.17% | Add +6.8% | 43,716 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -15.8% | 42,942 | $3.9M |
| Bright Futures Wealth Management, LLC. | 2.12% | Reduce -6.9% | 39,754 | $3.9M |
| Ascent Group, LLC | 0.32% | Add +9.2% | 42,359 | $3.9M |
| Marshall Wace, LLP | 0.01% | Reduce -60.2% | 41,667 | $3.8M |
| Keystone Financial Services | 1.58% | Add +7.9% | 41,510 | $3.8M |
| Merit Financial Group, LLC | 0.08% | Add +0.5% | 41,435 | $3.8M |
| Transcend Capital Advisors, LLC | 0.28% | Add +0.4% | 41,434 | $3.8M |
| Verus Capital Partners, LLC | 0.39% | Reduce -3.5% | 40,959 | $3.8M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +146.0% | 41,033 | $3.8M |
| Beirne Wealth Consulting Services, LLC | 1.51% | Add +21.4% | 40,916 | $3.8M |
| Smith Salley Wealth Management | 0.27% | Add +1.7% | 40,828 | $3.7M |
| Wedbush Securities Inc. | 0.13% | Reduce -23.0% | 40,696 | $3.7M |
| USAdvisors Wealth Management, LLC | 1.31% | Add +7.9% | 40,578 | $3.7M |
| FDx Advisors, Inc. | 1.02% | Add +1.7% | 40,384 | $3.7M |
| Advus Financial Partners, LLC | 1.12% | Reduce -3.6% | 40,071 | $3.7M |
| Stableford Capital II LLC | 1.44% | Reduce -19.2% | 39,034 | $3.7M |
| NDWM LLC | 3.22% | Add +0.2% | 39,617 | $3.6M |
| Summit Wealth Group, LLC | 1.08% | New | 39,363 | $3.6M |
| Heritage Wealth Management, Inc. | 3.47% | Add +11.3% | 39,192 | $3.6M |
| Privium Fund Management (UK) Ltd | 1.39% | Add +18.1% | 38,835 | $3.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 38,835 | $3.6M |
| Ridgepath Capital Management LLC | 3.43% | Add +4.7% | 38,136 | $3.5M |
| Polymer Capital Management (HK) LTD | 0.71% | New | 38,000 | $3.5M |
| Aspect Partners, LLC | 2.07% | Reduce -25.6% | 37,858 | $3.5M |
| GeoWealth Management, LLC | 0.15% | Reduce -32.8% | 37,700 | $3.5M |
| Semmax Financial Advisors Inc. | 1.04% | Add +11.7% | 35,534 | $3.5M |
| Lodestar Private Asset Management LLC | 0.47% | Reduce -9.1% | 37,309 | $3.4M |
| Insigneo Advisory Services, LLC | 0.38% | New | 34,450 | $3.4M |
| Stonebrook Private Inc. | 0.98% | Reduce -54.2% | 36,977 | $3.4M |
| WealthShield Partners, LLC | 0.51% | Add +74.0% | 36,744 | $3.4M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -36.1% | 36,729 | $3.4M |
| TrinityPoint Wealth, LLC | 0.52% | Add +4.3% | 36,509 | $3.4M |
| Vontobel Holding Ltd. | 0.01% | Reduce -13.8% | 36,193 | $3.3M |
| Beam Wealth Advisors, Inc. | 1.10% | Reduce -14.8% | 36,159 | $3.3M |
| Sheridan Capital Management, LLC | 2.46% | Reduce -6.2% | 36,845 | $3.3M |
| Fullerton Fund Management Co Ltd. | 0.15% | Reduce -53.2% | 36,068 | $3.3M |
| Peterson Wealth Management | 2.03% | Add +2.9% | 35,758 | $3.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +400.9% | 35,581 | $3.3M |
| CIBC Asset Management Inc | 0.01% | New | 35,000 | $3.2M |
| Bay Harbor Wealth Management, LLC | 1.12% | Add +2.0% | 34,917 | $3.2M |
| WCG Wealth Advisors LLC | 0.24% | Reduce -1.7% | 34,760 | $3.2M |
| Hikari Tsushin, Inc. | 0.25% | New | 34,607 | $3.2M |
| K.J. Harrison & Partners Inc | 0.52% | Add +464.4% | 34,600 | $3.2M |
| Csenge Advisory Group | 0.18% | Reduce -14.1% | 34,535 | $3.2M |
| Motiv8 Investments LLC | 2.32% | Add +7.2% | 34,054 | $3.1M |
| Intergy Private Wealth, LLC | 1.28% | Add +151.8% | 33,890 | $3.1M |
| Beacon Financial Group | 0.35% | Add +25.9% | 33,815 | $3.1M |
| Regal Investment Advisors LLC | 0.20% | Add +9.8% | 33,738 | $3.1M |
| Diversify Advisory Services, LLC | 0.17% | Add +2.1% | 33,514 | $3.1M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 33,407 | $3.1M |
| Scotia Capital Inc. | 0.02% | Reduce -47.6% | 33,273 | $3.1M |
| Hilltop Holdings Inc. | 0.35% | Add +77.7% | 33,100 | $3.0M |
| Oliver Lagore Vanvalin Investment Group | 0.86% | Reduce -46.2% | 32,792 | $3.0M |
| Simplicity Wealth,LLC | 0.07% | Add +23.0% | 32,742 | $3.0M |
| Legacy Financial Group LLC | 0.59% | Add +1.3% | 32,472 | $3.0M |
| Cardinal Strategic Wealth Guidance | 1.07% | Add +2.0% | 32,449 | $3.0M |
| Roberts Financial Services LLC | 0.60% | Add +4.9% | 32,379 | $3.0M |
| FFG Retirement Advisors LLC | 2.07% | Reduce -11.1% | 32,356 | $3.0M |
| ABLE Financial Group, LLC | 1.07% | Add +6.9% | 32,294 | $3.0M |
| Ategra Capital Management, LLC | 2.50% | Reduce -63.2% | 31,806 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +13.9% | 31,618 | $2.9M |
| Amitell Capital Pte Ltd | 2.49% | No change | 31,500 | $2.9M |
| Buckingham Strategic Wealth, LLC | 0.03% | Add +10.4% | 31,497 | $2.9M |
| Yoder Wealth Management, Inc. | 1.87% | Reduce -5.9% | 31,461 | $2.9M |
| BCGM Wealth Management, LLC | 1.00% | Add +12.3% | 31,404 | $2.9M |
| NWF Advisory Services Inc. | 0.46% | Add +12.6% | 31,390 | $2.9M |
| Maripau Wealth Management LLC | 1.96% | Reduce -0.9% | 31,258 | $2.9M |
| Spectrum Wealth Counsel, LLC | 0.36% | Reduce -15.6% | 31,236 | $2.9M |
| Shared Vision Wealth Group LLC | 1.67% | Reduce -2.5% | 31,191 | $2.9M |
| NewEdge Wealth, LLC | 0.06% | Reduce -9.7% | 31,157 | $2.9M |
| Cahill Wealth Management, LLC | 1.70% | Add +25.8% | 30,110 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -11.6% | 30,900 | $2.8M |
| Arkadios Wealth Advisors | 0.19% | Add +165.4% | 30,883 | $2.8M |
| SigFig Wealth Management, LLC | 0.11% | Add +9.2% | 30,829 | $2.8M |
| Erickson Financial Group, LLC | 2.15% | Reduce -1.5% | 30,730 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +21.8% | 30,428 | $2.8M |
| Independent Advisor Alliance | 0.10% | New | 30,415 | $2.8M |
| Raymond James Trust N.A. | 0.06% | Reduce -4.9% | 30,085 | $2.8M |
| Vigilare Wealth Management | 1.21% | Add +741.7% | 29,795 | $2.7M |
| Measured Wealth Private Client Group, LLC | 0.96% | Reduce -4.8% | 29,715 | $2.7M |
| Jefferies Financial Group Inc. | 0.06% | Add +689.4% | 29,569 | $2.7M |
| Aveo Capital Partners, LLC | 0.31% | Add +12.7% | 29,550 | $2.7M |
| Atlas Financial Advisors, Inc. | 4.46% | Reduce -12.4% | 29,377 | $2.7M |
| Black Maple Capital Management LP | 1.96% | Add +87.1% | 29,000 | $2.7M |
| Fifth Third Securities, Inc. | 0.25% | Add +198.4% | 28,959 | $2.7M |
| Consilio Wealth Advisors, LLC | 1.19% | Add +3.0% | 28,830 | $2.6M |
| Modern Wealth Management, LLC | 0.19% | Add +47.4% | 28,453 | $2.6M |
| Cypress Capital Management LLC (WY) | 2.80% | Reduce -37.7% | 28,401 | $2.6M |
| Ameritas Advisory Services, LLC | 0.10% | Add +140.9% | 28,326 | $2.6M |
| Robinson Value Management, Ltd. | 1.81% | Add +0.1% | 28,258 | $2.6M |
| Oppenheimer & Co. Inc. | 0.04% | Add +8.6% | 28,183 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -4.7% | 27,959 | $2.6M |
| Ashton Thomas Securities, LLC | 0.62% | — | 27,739 | $2.6M |
| Marmo Financial Group, LLC | 1.55% | Add +40.6% | 27,893 | $2.6M |
| Latitude Advisors, LLC | 1.56% | Reduce -0.1% | 27,826 | $2.6M |
| Formidable Asset Management, LLC | 0.40% | Add +102.6% | 27,230 | $2.5M |
| Signature Wealth Management Group | 1.09% | Reduce -0.2% | 27,222 | $2.5M |
| Private Client Services, LLC | 1.54% | Reduce -10.8% | 26,795 | $2.5M |
| Virtue Capital Management, LLC | 0.42% | Reduce -8.5% | 26,470 | $2.5M |
| Gotham Asset Management | 0.03% | Reduce -11.5% | 26,743 | $2.5M |
| Spire Wealth Management | 0.09% | Reduce -47.3% | 26,430 | $2.4M |
| Mayflower Financial Advisors, LLC | 0.40% | Add +14.5% | 26,379 | $2.4M |
| Cypress Wealth Services, LLC | 0.54% | Reduce -9.5% | 26,363 | $2.4M |
| First Interstate Bank | 0.16% | Reduce -2.9% | 26,151 | $2.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +14.7% | 23,474 | $2.4M |
| Ehrlich Financial Group | 1.89% | Add +2.8% | 26,022 | $2.4M |
| Global Endowment Management, LP | 0.25% | Reduce -23.5% | 26,000 | $2.4M |
| Wesbanco Bank Inc. | 0.09% | No change | 25,831 | $2.4M |
| KM Capital Management Ltd. | 1.23% | Add +29.4% | 25,804 | $2.4M |
| My Legacy Advisors, LLC | 0.76% | Add +11.8% | 25,802 | $2.4M |
| Vima LLC | 5.14% | Add +281866.7% | 25,377 | $2.3M |
| Wells Financial Advisors INC | 1.53% | New | 25,286 | $2.3M |
| White Pine Investment CO | 0.68% | Add +0.3% | 25,257 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +88.2% | 25,164 | $2.3M |
| Ogborne Capital Management, LLC | 0.71% | Add +100.0% | 25,000 | $2.3M |
| Keel Point, LLC | 0.21% | Reduce -50.6% | 23,394 | $2.3M |
| Vicus Capital | 0.21% | Add +772.6% | 24,783 | $2.3M |
| Apeiron RIA LLC | 0.69% | Reduce -0.1% | 24,714 | $2.3M |
| RPg Family Wealth Advisory, LLC | 0.74% | Add +11.5% | 24,583 | $2.3M |
| PFG Advisors | 0.15% | Reduce -7.8% | 24,360 | $2.2M |
| Security Financial Services, INC. | 0.49% | Reduce -5.1% | 24,334 | $2.2M |
| Focus Financial Network, Inc. | 0.10% | Add +2.1% | 23,704 | $2.2M |
| Midwest Financial Group LLC | 1.42% | Add +13.7% | 24,231 | $2.2M |
| Unique Wealth Strategies, LLC | 1.04% | No change | 23,371 | $2.2M |
| True Vision MN LLC | 1.44% | Add +9.6% | 24,086 | $2.2M |
| Brown Wealth Management, LLC | 0.88% | Reduce -44.7% | 23,875 | $2.2M |
| Smith & Howard Wealth Management, LLC | 0.65% | Add +240.1% | 23,806 | $2.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -33.2% | 23,763 | $2.2M |
| Grant/GrossMendelsohn, LLC | 0.98% | Reduce -9.9% | 23,259 | $2.1M |
| Alethea Capital Management, LLC | 1.61% | No change | 23,123 | $2.1M |
| Westshore Wealth, LLC | 0.88% | Reduce -22.9% | 23,035 | $2.1M |
| Cahill Financial Advisors Inc. | 0.29% | Add +3.5% | 22,848 | $2.1M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -9.1% | 22,750 | $2.1M |
| Moser Wealth Advisors, LLC | 1.13% | Add +0.6% | 22,661 | $2.1M |
| Providence Capital Advisors, LLC | 0.45% | Add +4.0% | 22,656 | $2.1M |
| Hoxton Planning & Management, LLC | 0.97% | Reduce -6.3% | 22,613 | $2.1M |
| Davis-Rea LTD. | 1.01% | Reduce -84.5% | 22,005 | $2.0M |
| Delos Wealth Advisors, LLC | 1.95% | Add +19.0% | 22,004 | $2.0M |
| Spectrum Planning & Advisory Services Inc. | 1.95% | — | 21,584 | $2.0M |
| Kiley Juergens Wealth Management, LLC | 0.56% | New | 21,943 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.0% | 21,576 | $2.0M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +1.0% | 21,690 | $2.0M |
| Ashford Capital Management Inc. | 0.27% | Reduce -29.6% | 21,553 | $2.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.09% | Add +65.7% | 21,546 | $2.0M |
| Joule Financial, LLC | 0.80% | Reduce -16.7% | 21,509 | $2.0M |
| Maia Wealth LLC | 0.59% | — | 21,131 | $2.0M |
| WESPAC Advisors SoCal, LLC | 0.49% | Reduce -21.7% | 21,295 | $2.0M |
| Strategic Investment Solutions, Inc. | 0.63% | — | 20,044 | $1.9M |
| Cresta Advisors, Ltd. | 1.15% | Add +31.2% | 21,045 | $1.9M |
| Skyline Advisors, Inc. | 0.84% | Add +3.8% | 21,018 | $1.9M |
| Eq LLC | 1.15% | Reduce -20.4% | 20,980 | $1.9M |
| Pacifica Partners Inc. | 0.82% | Reduce -0.7% | 20,849 | $1.9M |
| MBA Advisors LLC | 0.97% | Add +4.2% | 20,724 | $1.9M |
| Camarda Financial Advisors, LLC | 0.74% | Reduce -26.6% | 20,582 | $1.9M |
| Watershed Private Wealth LLC | 0.80% | Add +12.3% | 20,571 | $1.9M |
| Carr Financial Group Corp | 0.60% | Reduce -12.6% | 20,560 | $1.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.0% | 156,513 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.95% | Add +18.7% | 20,219 | $1.9M |
| Crabel Capital Management, LLC | 2.26% | Add +13.3% | 20,066 | $1.8M |
| Moore Capital Management, LP | 0.04% | Reduce -20.0% | 20,000 | $1.8M |
| Sage Advisory Services, Ltd.Co. | 0.51% | Add +2.8% | 19,900 | $1.8M |
| McAdam, LLC | 0.11% | Add +44.0% | 19,302 | $1.8M |
| TD Private Client Wealth LLC | 0.06% | Reduce -14.3% | 19,278 | $1.8M |
| Clear Creek Financial Management, LLC | 0.21% | Reduce -43.7% | 19,270 | $1.8M |
| Keystone Wealth Services, LLC | 0.55% | Reduce -0.2% | 19,233 | $1.8M |
| Frontier Asset Management, LLC | 0.64% | Reduce -0.3% | 19,200 | $1.8M |
| Gryphon Financial Partners LLC | 0.26% | Add +1.5% | 19,148 | $1.8M |
| Tradition Wealth Management, LLC | 0.17% | Add +0.2% | 18,836 | $1.7M |
| Americana Partners, LLC | 0.14% | Reduce -40.1% | 18,762 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +511.8% | 18,679 | $1.7M |
| Mma Asset Management LLC | 0.80% | Reduce -0.1% | 18,655 | $1.7M |
| Natixis | 0.01% | Reduce -12.9% | 18,472 | $1.7M |
| Claro Advisors Inc. | 0.27% | Add +87.0% | 18,454 | $1.7M |
| Traphagen Investment Advisors LLC | 0.18% | Reduce -26.0% | 18,442 | $1.7M |
| Relative Value Partners Group, LLC | 0.22% | New | 18,262 | $1.7M |
| Lake Street Private Wealth, LLC | 0.22% | Add +6.2% | 18,262 | $1.7M |
| Indie Asset Partners, LLC | 1.33% | Reduce -32.1% | 18,231 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +24.4% | 18,201 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -43.7% | 18,009 | $1.7M |
| Morningstar Investment Services LLC | 0.02% | Add +51.7% | 17,636 | $1.6M |
| Alpine Global Management, LLC | 0.32% | New | 17,900 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -25.7% | 17,847 | $1.6M |
| Tidal Investments LLC | 0.02% | Reduce -42.5% | 17,742 | $1.6M |
| Lane & Associates LLC | 0.96% | Add +15.8% | 17,741 | $1.6M |
| Christensen, King & Associates Investment Services, Inc. | 0.80% | Add +2.0% | 17,682 | $1.6M |
| Tectonic Advisors LLC | 0.12% | Add +0.1% | 17,545 | $1.6M |
| Wakefield Asset Management LLLP | 0.56% | Add +109.2% | 17,349 | $1.6M |
| Robbins Farley | 0.85% | Add +10.2% | 17,335 | $1.6M |
| Kickstand Ventures, Llc. | 0.44% | Reduce -34.4% | 17,330 | $1.6M |
| Koa Wealth Management, LLC | 1.34% | Reduce -4.5% | 17,327 | $1.6M |
| Keebeck Wealth Management | 0.23% | Add +20.6% | 17,276 | $1.6M |
| Apollon Wealth Management, LLC | 0.05% | Add +11.2% | 17,128 | $1.6M |
| Wealthspire Retirement, LLC | 0.13% | Add +5.7% | 17,077 | $1.6M |
| Rothschild Wealth LLC | 0.51% | Add +2.9% | 16,966 | $1.6M |
| Westside Investment Management, Inc. | 0.36% | Add +3.4% | 16,920 | $1.6M |
| Alexander Labrunerie & Co., Inc. | 0.84% | Reduce -2.2% | 16,866 | $1.5M |
| Global Retirement Partners, LLC | 0.05% | Reduce -5.7% | 16,838 | $1.5M |
| Intrua Financial, LLC | 0.25% | Reduce -44.3% | 16,769 | $1.5M |
| Omega Financial Group, LLC | 0.62% | Reduce -1.0% | 16,705 | $1.5M |
| Windham Capital Management, LLC | 1.18% | No change | 16,449 | $1.5M |
| Visionary Wealth Advisors | 0.10% | Reduce -70.7% | 16,391 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +9.0% | 16,210 | $1.5M |
| Schroder Investment Management Group | 0.00% | Reduce -84.0% | 16,200 | $1.5M |
| Spectrum Strategic Capital Management, LLC | 1.08% | Reduce -0.2% | 16,093 | $1.5M |
| One Wealth Management Investment & Advisory Services, LLC | 0.58% | Add +1.6% | 15,821 | $1.5M |
| BayBridge Capital Group, LLC | 1.13% | Reduce -1.5% | 15,712 | $1.4M |
| Hollencrest Capital Management | 0.06% | Reduce -8.5% | 15,683 | $1.4M |
| Boltwood Capital Management | 0.45% | Add +3.8% | 15,560 | $1.4M |
| One Charles Private Wealth Services, LLC | 0.59% | Add +0.9% | 15,447 | $1.4M |
| WealthPlan Investment Management, LLC | 0.21% | Reduce -0.6% | 15,412 | $1.4M |
| Commons Capital, LLC | 1.70% | No change | 15,400 | $1.4M |
| Altura Wealth Advisors Inc. | 1.38% | Add +50.9% | 15,305 | $1.4M |
| Investment House LLC | 0.08% | New | 15,276 | $1.4M |
| Valtinson Bruner Financial Planning LLC | 0.56% | New | 15,256 | $1.4M |
| LYNX Capital Group Ltd. | 0.97% | Add +1.0% | 15,213 | $1.4M |
| Optimum Investment Advisors | 0.62% | Reduce -1.9% | 15,145 | $1.4M |
| Surience Private Wealth LLC | 1.78% | New | 15,097 | $1.4M |
| Detalus Advisors, LLC | 0.47% | Reduce -17.2% | 15,066 | $1.4M |
| Goelzer Investment Management, Inc. | 0.08% | Add +1.0% | 15,043 | $1.4M |
| WealthPLAN Partners, LLC | 0.15% | Add +1.9% | 14,819 | $1.4M |
| Capital Analysts, LLC | 0.06% | Add +152.3% | 14,804 | $1.4M |
| &partners | 0.06% | Add +13.2% | 14,646 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.12% | New | 14,645 | $1.3M |
| SignalPoint Asset Management, LLC | 0.36% | Reduce -3.3% | 14,548 | $1.3M |
| Palogic Value Management, L.P. | 0.56% | New | 14,500 | $1.3M |
| Ballew Advisors, Inc | 0.88% | Reduce -9.5% | 14,308 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.46% | Reduce -6.1% | 14,422 | $1.3M |
| Rakuten Securities, Inc. | 0.57% | Add +11.4% | 14,413 | $1.3M |
| Prelude Capital Management, LLC | 0.11% | Reduce -22.7% | 14,257 | $1.3M |
| Corebridge Financial, Inc. | 0.01% | — | 14,200 | $1.3M |
| World Investment Advisors | 0.08% | Add +321.9% | 14,024 | $1.3M |
| Wealthgarden F.S. LLC | 1.35% | — | 13,959 | $1.3M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -4.7% | 13,920 | $1.3M |
| Certus Wealth Management, LLC | 0.97% | Reduce -8.1% | 13,863 | $1.3M |
| Smart Money Group LLC | 0.45% | New | 13,394 | $1.3M |
| Theory Financial LLC | 0.60% | Add +105.1% | 13,810 | $1.3M |
| XTX Topco Ltd | 0.11% | New | 13,802 | $1.3M |
| Global Financial Private Client, LLC | 0.53% | Add +39.2% | 13,759 | $1.3M |
| LexAurum Advisors, LLC | 0.31% | Add +30.2% | 13,712 | $1.3M |
| Rothschild Investment LLC | 0.09% | Reduce -6.5% | 13,667 | $1.3M |
| Dudley Capital Management, LLC | 0.70% | Reduce -9.5% | 13,607 | $1.2M |
| National Philanthropic Trust | 0.02% | Reduce -9.8% | 13,523 | $1.2M |
| Channel Wealth LLC | 0.45% | Reduce -26.4% | 13,449 | $1.2M |
| NorthRock Partners, LLC | 0.05% | Reduce -69.8% | 13,440 | $1.2M |
| Roger Wittlin Investment Advisory, LLC | 0.79% | Add +38.5% | 13,353 | $1.2M |
| Diversify Wealth Management, LLC | 0.15% | — | 12,386 | $1.2M |
| BluePointe Capital Management, LLC | 0.81% | New | 13,235 | $1.2M |
| Kornitzer Capital Management Inc. | 0.02% | No change | 13,163 | $1.2M |
| Swmg, LLC | 0.53% | Reduce -4.7% | 13,007 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.30% | New | 13,000 | $1.2M |
| Avior Wealth Management, LLC | 0.05% | Reduce -20.9% | 12,878 | $1.2M |
| AllGen Financial Advisors, Inc. | 0.45% | Reduce -75.3% | 12,838 | $1.2M |
| Titleist Asset Management, LLC | 0.18% | Add +172.0% | 12,775 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +50.7% | 12,731 | $1.2M |
| Family Firm, Inc. | 0.26% | Add +10.4% | 12,608 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | Add +30.2% | 12,305 | $1.1M |
| Western Wealth Management, LLC | 0.08% | Reduce -3.7% | 12,293 | $1.1M |
| Ritholtz Wealth Management | 0.04% | Reduce -16.6% | 12,254 | $1.1M |
| Values First Advisors, Inc. | 0.67% | Add +4.5% | 12,192 | $1.1M |
| Affinity Capital Advisors, LLC | 0.23% | Reduce -8.0% | 11,961 | $1.1M |
| Capital Markets Trading UK LLP | 0.81% | New | 11,955 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.62% | Reduce -9.8% | 11,951 | $1.1M |
| Disciplina Capital Management LLC | 0.18% | Reduce -99.5% | 3,169 | $1.1M |
| Blair William & Co. | 0.00% | Add +0.3% | 11,693 | $1.1M |
| E&G Advisors, LLC | 0.31% | Reduce -1.4% | 11,669 | $1.1M |
| HighMark Wealth Management LLC | 0.64% | Add +9.6% | 11,597 | $1.1M |
| Voya Financial Advisors, Inc. | 0.12% | Add +5.0% | 11,328 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -18.8% | 11,512 | $1.1M |
| Client 1ST Advisory Group, LLC | 0.45% | Add +22.8% | 11,271 | $1.0M |
| Hobbs Group Advisors, LLC | 0.39% | — | 11,104 | $1.0M |
| Bessemer Group Inc. | 0.00% | Reduce -2.2% | 11,080 | $1.0M |
| Arrowroot Family Office, LLC | 0.65% | Reduce -44.2% | 11,000 | $1.0M |
| Southeast Asset Advisors, LLC | 0.12% | No change | 10,975 | $1.0M |
| Accretive Wealth Partners, LLC | 0.42% | Reduce -4.8% | 10,953 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | New | 10,944 | $1.0M |
| Biondo Investment Advisors, LLC | 0.15% | Add +6.3% | 10,930 | $1.0M |
| Compound Planning, Inc. | 0.07% | New | 10,901 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | Add +169.7% | 10,745 | $992K |
| E Fund Management Co., Ltd. | 0.05% | New | 10,810 | $992K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.61% | New | 10,810 | $992K |
| Catalyst Private Wealth, LLC | 0.52% | Add +36.2% | 10,798 | $991K |
| Divergent Wealth Advisors | 0.19% | Add +9.0% | 10,752 | $987K |
| Lyell Wealth Management, LP | 0.09% | New | 10,577 | $971K |
| Brown Advisory Inc. | 0.00% | Reduce -12.1% | 10,556 | $969K |
| Vienna Asset Management LLC | 0.80% | Reduce -42.6% | 10,545 | $968K |
| Oak Family Advisors, LLC | 0.37% | Add +0.1% | 10,506 | $964K |
| Tempus Wealth Planning, LLC | 0.40% | Add +31.8% | 10,465 | $960K |
| IFG Advisory, LLC | 0.06% | New | 10,310 | $946K |
| Swan Global Investments, LLC | 0.05% | No change | 10,300 | $945K |
| Good Life Advisors, LLC | 0.08% | Reduce -3.0% | 10,283 | $944K |
| Bruce G. Allen Investments, LLC | 0.79% | Add +0.1% | 10,275 | $943K |
| J. W. Coons Advisors, LLC | 0.18% | Add +2.0% | 10,236 | $939K |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -44.3% | 10,231 | $939K |
| Eschler Asset Management LLP | 0.73% | Reduce -21.4% | 10,135 | $930K |
| Strategy Asset Managers LLC | 0.20% | Add +11.1% | 8,960 | $922K |
| Bokf, NA | 0.02% | Add +5.5% | 10,043 | $922K |
| Fort Point Capital Partners LLC | 0.12% | Reduce -3.5% | 10,010 | $919K |
| Picton Mahoney Asset Management | 0.04% | No change | 10,000 | $918K |
| Savoie Capital LLC | 0.12% | Reduce -2.0% | 10,000 | $918K |
| Paragon Capital Management Inc. | 0.70% | Add +10.1% | 9,941 | $912K |
| Mgo One Seven LLC | 0.04% | Add +57.1% | 9,843 | $903K |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +5.3% | 9,836 | $903K |
| Vermillion & White Wealth Management Group, LLC | 0.68% | Add +0.8% | 9,814 | $901K |
| Innova Wealth Partners | 0.64% | New | 9,734 | $893K |
| Copperleaf Capital, LLC | 0.71% | Reduce -6.6% | 9,705 | $891K |
| Avid Wealth Partners LLC | 0.69% | Reduce -25.4% | 9,625 | $883K |
| Twin Peaks Wealth Advisors, LLC | 0.44% | Add +18.6% | 9,617 | $883K |
| Atlas Private Wealth Advisors | 0.14% | New | 9,565 | $878K |
| Petra Financial Advisors Inc. | 0.62% | No change | 9,417 | $864K |
| Consolidated Portfolio Review Corp | 0.20% | Add +57.5% | 9,402 | $863K |
| Regimen Wealth, LLC | 0.30% | Reduce -5.9% | 9,347 | $858K |
| Capital Square, LLC | 0.56% | Add +2.7% | 9,238 | $856K |
| PFG Investments, LLC | 0.06% | Reduce -54.9% | 9,182 | $843K |
| Alterna Wealth Management, Inc. | 0.73% | Add +46.6% | 9,114 | $836K |
| Gateway Wealth Partners, LLC | 0.25% | Add +7.4% | 9,061 | $832K |
| Moors & Cabot, Inc. | 0.04% | Add +17.5% | 9,012 | $827K |
| LifePro Asset Management | 0.59% | Reduce -35.1% | 8,999 | $826K |
| Centric Wealth Management | 0.24% | New | 8,869 | $825K |
| Allworth Financial LP | 0.01% | Reduce -95.0% | 8,826 | $820K |
| VitalStone Financial, LLC | 0.59% | Add +231.6% | 8,853 | $813K |
| Boomfish Wealth Group, LLC | 0.52% | Add +54.3% | 8,754 | $803K |
| Clare Market Investments LLC | 0.22% | Reduce -38.5% | 8,729 | $801K |
| Perennial Investment Advisors, LLC | 0.11% | Add +247.8% | 8,576 | $787K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +5.2% | 8,458 | $776K |
| Fullcircle Wealth LLC | 0.38% | — | 8,456 | $774K |
| Clay Northam Wealth Management, LLC | 0.58% | Add +26.8% | 8,390 | $770K |
| New Century Financial Group, LLC | 0.33% | Add +28.9% | 8,379 | $769K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.36% | No change | 8,370 | $768K |
| Clearview Wealth Advisors LLC | 0.66% | Reduce -69.2% | 8,279 | $760K |
| WESPAC Advisors, LLC | 0.59% | Reduce -20.9% | 8,177 | $750K |
| Trivium Point Advisory, LLC | 0.11% | Add +88.3% | 8,172 | $750K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -24.4% | 8,159 | $749K |
| RCS Financial Planning, LLC | 0.44% | Add +8.5% | 8,117 | $745K |
| Shay Capital LLC | 0.21% | Add +32.8% | 8,100 | $743K |
| Carmichael Hill & Associates, Inc. | 0.30% | Add +6.3% | 7,939 | $729K |
| Tortoise Investment Management, LLC | 0.08% | Add +29.4% | 7,925 | $727K |
| Bison Wealth, LLC | 0.12% | No change | 7,668 | $726K |
| Auxano Advisors, LLC | 0.20% | Add +0.3% | 7,802 | $716K |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -0.8% | 7,765 | $713K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -49.9% | 7,755 | $712K |
| Headinvest, LLC | 0.14% | New | 7,730 | $709K |
| Invictus Private Wealth, LLC | 0.06% | Add +2.6% | 7,641 | $701K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -5.0% | 7,620 | $699K |
| Financial Counselors Inc. | 0.01% | Add +3.7% | 7,598 | $697K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.9% | 7,596 | $697K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -4.9% | 7,545 | $692K |
| Caldwell Sutter Capital, Inc. | 0.34% | Add +10.9% | 7,444 | $683K |
| Briaud Financial Planning Inc | 0.39% | Reduce -0.0% | 7,448 | $683K |
| Commerce Bank | 0.00% | No change | 7,414 | $680K |
| Rooted Wealth Advisors, Inc. | 0.30% | Add +9.5% | 7,274 | $680K |
| Mosley Wealth Management | 0.58% | Add +5.0% | 7,372 | $677K |
| BCU Wealth Advisors, LLC | 0.50% | Add +13.5% | 7,346 | $674K |
| Legacy Private Trust Co. | 0.05% | Add +48.6% | 7,341 | $674K |
| Stewardship Advisors, LLC | 0.22% | Reduce -80.2% | 7,270 | $667K |
| Guidance Capital, Inc. | 0.22% | Add +7.5% | 6,981 | $662K |
| Belpointe Asset Management LLC | 0.05% | Reduce -60.5% | 7,205 | $661K |
| Coppell Advisory Solutions LLC | 0.11% | — | 7,175 | $659K |
| W Advisors, LLC | 0.43% | Reduce -21.8% | 7,135 | $655K |
| Slagle Financial, LLC | 0.34% | Add +3.2% | 7,119 | $653K |
| Opal Wealth Advisors, LLC | 0.21% | Add +24.8% | 7,094 | $651K |
| RDA Financial Network | 0.21% | Add +86.6% | 7,078 | $650K |
| Lifeworks Advisors, LLC | 0.18% | Reduce -26.5% | 7,005 | $643K |
| Steel Grove Capital Advisors, LLC | 0.09% | New | 7,000 | $642K |
| Bush Investment Group, LLC | 0.54% | Add +7.8% | 6,890 | $632K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -30.4% | 6,872 | $631K |
| Old National Bancorp | 0.01% | Add +7.3% | 6,840 | $628K |
| Future Financial Wealth Managment LLC | 0.55% | Add +17.2% | 6,800 | $624K |
| Gen-Wealth Partners Inc | 0.30% | Reduce -17.2% | 6,771 | $621K |
| Sutton Place Investors LLC | 0.41% | Reduce -11.1% | 6,730 | $618K |
| Choreo, LLC | 0.01% | Add +104.8% | 6,747 | $612K |
| Kovack Advisors, Inc. | 0.07% | New | 6,663 | $612K |
| Fulcrum Equity Management | 0.54% | New | 6,600 | $606K |
| Norden Group LLC | 0.12% | Reduce -72.5% | 6,594 | $605K |
| United Asset Strategies, Inc. | 0.06% | Reduce -3.5% | 6,564 | $602K |
| Eagle Global Advisors LLC | 0.03% | Reduce -3.0% | 6,515 | $598K |
| IPG Investment Advisors LLC | 0.13% | Add +22.8% | 6,490 | $596K |
| Aspen Wealth Strategies, LLC | 0.41% | Reduce -1.4% | 6,323 | $596K |
| Concorde Asset Management, LLC | 0.37% | Add +9.2% | 6,458 | $593K |
| LGT Financial Advisors LLC | 1.25% | Add +20.8% | 6,438 | $591K |
| Sovereign Financial Group, Inc. | 0.15% | Add +28.5% | 6,431 | $590K |
| NFSG Corp | 0.22% | Reduce -34.1% | 6,376 | $585K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -21.4% | 6,354 | $583K |
| MA Private Wealth | 0.11% | Reduce -79.4% | 6,327 | $581K |
| Wade Financial Advisory, Inc | 0.21% | Add +17.1% | 6,279 | $576K |
| Aspire Private Capital, LLC | 0.15% | Add +16.5% | 6,250 | $574K |
| Founders Financial Securities LLC | 0.05% | Reduce -12.0% | 6,226 | $571K |
| Silver Oak Securities, Incorporated | 0.09% | Add +5.6% | 6,200 | $569K |
| Dentgroup LLC | 0.46% | Add +16.4% | 6,183 | $567K |
| Saxon Interests, Inc. | 0.27% | Add +28.4% | 6,121 | $562K |
| Burford Brothers, Inc. | 0.32% | Reduce -14.7% | 6,090 | $559K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -8.1% | 6,086 | $559K |
| Ieq Capital, LLC | 0.01% | Add +144.2% | 6,082 | $558K |
| Empirical Asset Management, LLC | 0.21% | Add +18.3% | 6,068 | $557K |
| Coldstream Capital Management Inc. | 0.01% | Add +31.6% | 6,040 | $554K |
| Integrated Investment Consultants, LLC | 0.15% | No change | 5,838 | $552K |
| Quinn Opportunity Partners LLC | 0.06% | New | 6,001 | $551K |
| LifePlan Investment Advisors, Inc. | 0.39% | Add +8.7% | 5,954 | $546K |
| WPWealth LLP | 0.13% | No change | 5,891 | $541K |
| Foguth Wealth Management, LLC. | 0.24% | Reduce -5.0% | 5,889 | $541K |
| Lewis Asset Management, LLC | 0.41% | Add +4.5% | 5,876 | $539K |
| Forefront Analytics, LLC | 0.26% | Add +9.9% | 5,874 | $539K |
| Vertex Planning Partners, LLC | 0.14% | Add +0.5% | 5,845 | $536K |
| Regions Financial Corp. | 0.00% | Reduce -1.3% | 5,662 | $520K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.5% | 5,553 | $510K |
| Dover Advisors, LLC | 0.31% | Reduce -10.8% | 5,538 | $508K |
| Capital Advisors Wealth Management, LLC | 0.10% | Add +52.6% | 5,534 | $508K |
| Interactive Financial Advisors, Inc. | 0.28% | Add +0.5% | 5,531 | $508K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -31.8% | 5,523 | $507K |
| Marshall Financial Group, LLC | 0.14% | Reduce -23.1% | 5,507 | $505K |
| Etesian Wealth Advisors, Inc. | 0.28% | New | 5,492 | $504K |
| Lido Advisors, LLC | 0.00% | Add +10.4% | 5,441 | $499K |
| TruWealth Advisors, LLC | 0.03% | Reduce -47.8% | 5,433 | $499K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -44.6% | 5,410 | $497K |
| Arkos Global Advisors | 0.08% | New | 5,406 | $496K |
| Aurora Private Wealth, Inc. | 0.43% | Reduce -12.3% | 5,372 | $493K |
| Acas, LLC | 0.43% | Add +30.5% | 5,190 | $492K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -24.4% | 5,334 | $490K |
| Principal Securities, Inc. | 0.01% | Add +12.8% | 5,332 | $489K |
| Wedgewood Investors Inc. | 0.57% | — | 5,241 | $481K |
| Magnus Financial Group LLC | 0.05% | New | 5,205 | $478K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -37.5% | 5,178 | $475K |
| VestGen Investment Management | 0.14% | Reduce -83.7% | 5,160 | $474K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -95.9% | 5,103 | $468K |
| Global Assets Advisory, LLC | 0.74% | Add +9.2% | 5,058 | $464K |
| Realta Investment Advisors | 0.09% | Add +636.2% | 5,006 | $459K |
| Warren Street Wealth Advisors, LLC | 0.23% | Add +78.6% | 5,000 | $459K |
| Forbes Financial Planning, Inc. | 0.36% | Add +57.9% | 4,973 | $456K |
| Maxwell Wealth Strategies Inc. | 0.22% | Add +2.6% | 4,904 | $450K |
| Tsfg, LLC | 0.10% | Add +14.1% | 4,850 | $445K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +150.1% | 4,605 | $437K |
| Ballast Advisors LLC | 0.14% | Add +6.5% | 4,706 | $432K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +11.0% | 4,703 | $432K |
| Fonville Wealth Management LLC | 0.17% | No change | 4,700 | $431K |
| Lantern Wealth Advisors, LLC | 0.31% | Add +20.1% | 4,696 | $431K |
| WMG Financial Advisors, LLC | 0.23% | Reduce -34.8% | 4,691 | $431K |
| Canopy Partners, LLC | 0.20% | Add +10.7% | 4,670 | $429K |
| Fragasso Financial Advisors Inc | 0.04% | Add +1.0% | 4,628 | $425K |
| Gilman Hill Asset Management, LLC | 0.08% | Reduce -32.4% | 4,600 | $422K |
| American Trust | 0.03% | Add +1.2% | 4,585 | $421K |
| Power Wealth Management LLC | 0.20% | Reduce -41.1% | 4,543 | $417K |
| ORG Partners LLC | 0.05% | New | 4,599 | $414K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -72.7% | 4,492 | $412K |
| Clarus Wealth Advisors | 0.22% | Reduce -9.2% | 4,431 | $410K |
| HB Wealth Management, LLC | 0.00% | Reduce -88.0% | 4,455 | $409K |
| Weaver Consulting Group | 0.14% | Add +19.4% | 4,451 | $409K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,444 | $408K |
| Herold Advisors, Inc. | 0.09% | Add +22.1% | 4,386 | $403K |
| Sequent Planning LLC | 0.14% | Reduce -2.5% | 4,452 | $400K |
| D.B. Root & Company, LLC | 0.14% | Add +2.4% | 4,327 | $397K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -7.2% | 4,326 | $397K |
| Lauer Wealth, LLC | 0.31% | Reduce -93.5% | 4,234 | $396K |
| Ranch Capital Advisors Inc. | 0.21% | Add +81.0% | 4,312 | $396K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 4,274 | $392K |
| Capital Investment Advisors, LLC | 0.01% | Add +17.6% | 4,227 | $388K |
| Caldwell Trust Co | 0.04% | No change | 4,215 | $387K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -30.2% | 4,168 | $383K |
| Advisory Alpha, LLC | 0.01% | Reduce -92.0% | 4,134 | $379K |
| United Advisor Group, LLC | 0.12% | Add +19.6% | 4,133 | $379K |
| Fortitude Advisory Group L.L.C. | 0.23% | Reduce -52.8% | 4,121 | $378K |
| L.M. Kohn & Company | 0.10% | Reduce -9.3% | 4,115 | $378K |
| Running Point Capital Advisors, LLC | 0.16% | Reduce -9.6% | 4,112 | $377K |
| Valmark Advisers, Inc. | 0.01% | New | 4,063 | $373K |
| Private Trust Co. NA | 0.04% | Add +22.3% | 4,046 | $371K |
| CPC Advisors, LLC | 0.06% | Reduce -98.9% | 4,037 | $370K |
| Coordinated Financial Services, Inc. | 0.32% | Add +13.7% | 4,020 | $369K |
| TrueMark Investments, LLC | 0.13% | New | 4,020 | $369K |
| Park Place Capital Corp | 0.12% | Reduce -35.0% | 4,016 | $369K |
| Optivise Advisory Services LLC | 0.20% | — | 3,997 | $367K |
| Patten & Patten Inc. | 0.03% | Add +5.2% | 3,989 | $366K |
| Synovus Financial Corp. | 0.00% | Add +5.3% | 3,984 | $366K |
| Hancock Whitney Corp. | 0.01% | Reduce -77.5% | 3,977 | $365K |
| JT Stratford LLC | 0.07% | Add +0.1% | 3,965 | $364K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -23.0% | 3,949 | $362K |
| Tranquilli Financial Advisor LLC | 0.24% | Reduce -21.5% | 4,024 | $362K |
| MCF Advisors LLC | 0.03% | Add +0.5% | 3,912 | $359K |
| Sound Income Strategies, LLC | 0.02% | Reduce -82.7% | 3,889 | $357K |
| Burton Enright Welch | 0.08% | New | 3,771 | $346K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -16.6% | 3,754 | $345K |
| Hamilton Wealth, LLC | 0.09% | New | 3,745 | $344K |
| Absolute Capital Management, LLC | 0.21% | Add +0.8% | 3,743 | $344K |
| OMNI 360 Wealth, Inc. | 0.26% | Add +0.1% | 3,725 | $342K |
| Institute for Wealth Management, LLC. | 0.05% | Add +3.8% | 3,713 | $341K |
| Meridian Wealth Advisors, LLC | 0.06% | Add +1.1% | 3,657 | $336K |
| Davies Financial Advisors, Inc. | 0.31% | Reduce -89.9% | 3,641 | $334K |
| Catalina Capital Group, LLC | 0.13% | Add +2.6% | 3,621 | $332K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.2% | 3,591 | $330K |
| Clayton Financial Group LLC | 0.14% | Add +33.6% | 3,473 | $329K |
| Certuity, LLC | 0.03% | Add +30.0% | 3,577 | $328K |
| Montag A & Associates Inc. | 0.02% | Add +2278.0% | 3,567 | $327K |
| WR Wealth Planners, LLC | 0.10% | Reduce -2.8% | 3,530 | $324K |
| Summit Financial Wealth Advisors, LLC | 0.07% | New | 3,500 | $321K |
| Renasant Bank | 0.22% | Reduce -26.7% | 3,467 | $318K |
| Almanack Investment Partners, LLC. | 0.05% | Reduce -93.1% | 3,434 | $315K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -32.9% | 3,411 | $313K |
| Cadinha & Co. LLC | 0.06% | Reduce -18.5% | 3,400 | $312K |
| Resurgent Financial Advisors LLC | 0.19% | Reduce -9.9% | 3,377 | $310K |
| Advisors Asset Management, Inc. | 0.01% | Add +89.2% | 3,376 | $310K |
| Wintrust Investments LLC | 0.02% | Add +7.3% | 3,329 | $306K |
| Oxbow Advisors, LLC | 0.04% | Reduce -14.8% | 3,328 | $305K |
| Coastwise Capital Group, LLC | 0.29% | Add +0.9% | 3,304 | $303K |
| FSB Premier Wealth Management, Inc. | 0.14% | New | 3,296 | $303K |
| Kingdom Financial Group LLC. | 0.20% | Add +4.8% | 3,293 | $302K |
| HBW Advisory Services LLC | 0.05% | New | 3,292 | $302K |
| Trivant Custom Portfolio Group, LLC | 0.18% | Add +4.0% | 3,282 | $301K |
| Islay Capital Management, LLC | 0.22% | Add +304.7% | 3,266 | $300K |
| Capital CS Group, LLC | 0.34% | Add +0.2% | 3,236 | $297K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.3% | 3,215 | $295K |
| ICA Group Wealth Management, LLC | 0.18% | Reduce -13.2% | 3,196 | $293K |
| King Wealth Management Group | 0.05% | Reduce -6.1% | 3,197 | $293K |
| Solstein Capital, LLC | 0.19% | No change | 3,180 | $292K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -0.2% | 3,167 | $291K |
| SkyOak Wealth, LLC | 0.07% | No change | 3,164 | $290K |
| Family Asset Management, LLC | 0.19% | Reduce -38.5% | 3,162 | $290K |
| High Note Wealth, LLC | 0.09% | Add +10.0% | 3,154 | $289K |
| Mendel Capital Management LLC | 0.19% | New | 3,135 | $288K |
| Lansing Street Advisors | 0.12% | Reduce -13.7% | 3,115 | $286K |
| Genesee Capital Advisors, LLC | 0.14% | Add +0.9% | 3,101 | $285K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -19.2% | 3,082 | $283K |
| Irenic Capital Management LP | 0.07% | No change | 3,000 | $275K |
| Range Financial Group LLC | 0.14% | Add +6.8% | 2,984 | $274K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | Add +25.5% | 2,981 | $268K |
| Tiemann Investment Advisors, LLC | 0.12% | Reduce -2.4% | 2,915 | $268K |
| Madison Asset Management, LLC | 0.00% | No change | 2,909 | $267K |
| Milestone Asset Management, LLC | 0.07% | Reduce -78.5% | 2,886 | $265K |
| Shira Ridge Wealth Management | 0.15% | New | 2,884 | $265K |
| Merkkuri Wealth Advisors LLC | 0.24% | — | 2,876 | $264K |
| Ancora Advisors LLC | 0.01% | Reduce -61.3% | 2,831 | $260K |
| BTS Asset Management, Inc. | 0.24% | Reduce -39.4% | 2,819 | $259K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +10.8% | 2,802 | $257K |
| Saxony Capital Management, LLC | 0.28% | Reduce -20.9% | 2,793 | $256K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -65.1% | 2,787 | $256K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 2,754 | $253K |
| Pinnacle Bancorp, Inc. | 0.07% | Add +77.4% | 2,751 | $252K |
| Ransom Advisory, Ltd | 0.13% | Add +67.7% | 2,725 | $250K |
| Smith, Moore & Co. | 0.03% | Add +3.8% | 2,706 | $248K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -0.6% | 2,662 | $244K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -4.7% | 2,652 | $243K |
| Maiden Cove Capital, LLC | 0.52% | — | 2,588 | $240K |
| Whittier Trust Co. | 0.00% | No change | 2,599 | $239K |
| CENTRAL TRUST Co | 0.01% | Reduce -25.1% | 2,591 | $238K |
| Camelot Technology Advisors, Inc. | 0.22% | Reduce -57.7% | 2,578 | $237K |
| GEM Asset Management, LLC | 0.15% | Add +0.6% | 2,572 | $236K |
| Trilogy Capital Inc. | 0.01% | New | 2,559 | $235K |
| SPC Financial, Inc. | 0.02% | Add +7.5% | 2,534 | $233K |
| Fund Evaluation Group, LLC | 0.01% | New | 2,525 | $232K |
| KFG Wealth Management, LLC | 0.09% | No change | 2,522 | $231K |
| KPP Advisory Services LLC | 0.06% | No change | 2,500 | $229K |
| Rice Partnership, LLC | 0.05% | Add +214.4% | 2,484 | $228K |
| Midwest Heritage Bank, FSB | 0.12% | Reduce -0.2% | 2,479 | $228K |
| Betterment LLC | 0.00% | Reduce -33.8% | 2,478 | $227K |
| Rede Wealth, LLC | 0.21% | Reduce -6.5% | 2,459 | $226K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -7.8% | 2,454 | $225K |
| Dearborn Partners LLC | 0.01% | Reduce -3.9% | 2,450 | $225K |
| Legacy Edge Advisors, LLC | 0.04% | New | 2,447 | $225K |
| Accredited Investors Inc. | 0.01% | Reduce -77.3% | 2,441 | $224K |
| Riverwater Partners LLC | 0.17% | New | 2,430 | $223K |
| Accurate Wealth Management, LLC | 0.05% | New | 2,379 | $221K |
| Sloy Dahl & Holst, LLC | 0.05% | Add +2.3% | 2,405 | $221K |
| CW Advisors, LLC | 0.00% | Reduce -9.0% | 2,391 | $219K |
| Wharton Business Group, LLC | 0.01% | New | 2,386 | $219K |
| Legacy Trust | 0.05% | No change | 2,384 | $219K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -0.2% | 2,371 | $218K |
| Principle Wealth Partners LLC | 0.02% | Add +0.4% | 2,335 | $214K |
| Walker Asset Management, LLC | 0.14% | Add +1.1% | 2,335 | $214K |
| Western Financial Corp | 0.13% | Reduce -3.6% | 2,325 | $213K |
| Pinnacle Family Advisors, LLC | 0.12% | Reduce -11.4% | 2,325 | $213K |
| StoneX Group Inc. | 0.02% | New | 2,318 | $213K |
| Cedar Wealth Management, LLC | 0.07% | Reduce -1.7% | 2,317 | $213K |
| Stokes Family Office, LLC | 0.02% | New | 2,305 | $212K |
| Amarillo National Bank | 0.04% | Reduce -2.3% | 2,304 | $211K |
| O'ROURKE & COMPANY, Inc | 0.12% | Add +0.2% | 2,299 | $211K |
| American Investment Services, Inc. | 0.04% | No change | 2,275 | $209K |
| MMBG Investment Advisors Co. | 0.02% | No change | 2,270 | $208K |
| Straight Path Wealth Management | 0.11% | Reduce -7.8% | 2,250 | $207K |
| BlackDiamond Wealth Management, LLC | 0.14% | New | 2,163 | $206K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -11.3% | 2,200 | $202K |
| RAM Investment Partners, LLC | 0.06% | Add +1.5% | 2,200 | $202K |
| Walleye Trading LLC | 0.00% | Reduce -51.5% | 2,179 | $200K |
| FinTrust Capital Advisors, LLC | 0.03% | Reduce -2.3% | 2,044 | $188K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Add +1.8% | 2,033 | $186K |
| FSC Wealth Advisors, LLC | 0.14% | Add +3.5% | 2,021 | $185K |
| ADAR1 Capital Management, LLC | 0.04% | No change | 2,000 | $184K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +261.1% | 1,993 | $183K |
| Kings Path Partners LLC | 0.08% | — | 1,917 | $176K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -27.2% | 1,902 | $175K |
| Aspire Wealth Management Corp | 0.10% | Add +4.4% | 1,840 | $169K |
| Larson Financial Group LLC | 0.01% | Add +223.8% | 1,810 | $166K |
| Maryland Capital Advisors Inc. | 0.09% | No change | 1,772 | $163K |
| Independence Bank of Kentucky | 0.04% | Reduce -46.9% | 1,700 | $156K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | Reduce -0.5% | 1,682 | $154K |
| Advisors Preferred, LLC | 0.03% | Reduce -5.6% | 1,700 | $153K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +1.5% | 1,601 | $146K |
| FWL Investment Management, LLC | 0.07% | Reduce -96.1% | 1,589 | $146K |
| Clean Yield Group | 0.05% | Reduce -53.6% | 1,580 | $145K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -20.1% | 1,487 | $136K |
| Raleigh Capital Management Inc. | 0.05% | Add +1.5% | 1,387 | $127K |
| Pineridge Advisors LLC | 0.04% | Reduce -73.4% | 1,379 | $127K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -16.4% | 1,205 | $119K |
| Tucker Asset Management LLC | 0.02% | Reduce -79.1% | 1,178 | $108K |
| First PREMIER Bank | 0.03% | Reduce -14.6% | 1,172 | $108K |
| Arrow Financial Corp | 0.01% | No change | 1,128 | $104K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -55.4% | 1,116 | $102K |
| Beacon Capital Management, LLC | 0.02% | Add +35.5% | 1,080 | $99K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -82.9% | 1,063 | $98K |
| JFS Wealth Advisors, LLC | 0.01% | Add +24.5% | 1,057 | $97K |
| UMB Bank, n.a. | 0.00% | No change | 1,008 | $93K |
| Zions Bancorporation, N.A. | 0.01% | New | 1,005 | $92K |
| BBJS Financial Advisors, LLC | 0.03% | Reduce -13.3% | 1,003 | $92K |
| Summit Securities Group LLC | 0.04% | New | 1,000 | $92K |
| Lanark Financial, Inc. | 0.01% | Add +11.3% | 985 | $90K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -1.1% | 980 | $90K |
| Rise Advisors, LLC | 0.05% | Add +469.6% | 974 | $89K |
| International Assets Investment Management, LLC | 0.01% | New | 939 | $86K |
| Cardiff Park Advisors, LLC | 0.01% | New | 905 | $83K |
| Princeton Global Asset Management LLC | 0.02% | No change | 900 | $83K |
| Smartleaf Asset Management LLC | 0.01% | Add +202.5% | 856 | $80K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +3.9% | 852 | $78K |
| Colonial Trust Co / SC | 0.01% | Reduce -27.6% | 800 | $73K |
| Parkside Financial Bank & Trust | 0.01% | No change | 789 | $72K |
| FAS Wealth Partners, Inc. | 0.01% | Add +28.5% | 749 | $69K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +120.5% | 741 | $68K |
| Crewe Advisors LLC | 0.01% | Add +22.4% | 737 | $68K |
| Cape Investment Advisory, Inc. | 0.03% | Add +3.1% | 658 | $60K |
| NWK Group, Inc. | 0.02% | Reduce -1.2% | 639 | $59K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +57.5% | 627 | $58K |
| Gradient Investments LLC | 0.00% | Reduce -36.4% | 619 | $57K |
| Hartford Financial Management Inc. | 0.01% | Reduce -70.1% | 608 | $56K |
| Castleview Partners, LLC | 0.03% | Reduce -74.2% | 606 | $56K |
| Equitec Proprietary Markets, LLC | 0.42% | No change | 600 | $55K |
| WFA of San Diego, LLC | 0.05% | — | 600 | $55K |
| Cypress Capital, LLC | 0.01% | New | 600 | $55K |
| Addison Advisors LLC | 0.02% | New | 567 | $52K |
| Colonial Trust Advisors | 0.01% | No change | 565 | $52K |
| Arlington Trust Co LLC | 0.01% | New | 561 | $51K |
| Criterion Capital Advisors, LLC | 0.03% | Reduce -27.2% | 519 | $48K |
| Balefire, LLC | 0.02% | Reduce -99.0% | 497 | $46K |
| Clear Investment Research, LLC | 0.06% | No change | 460 | $44K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -56.4% | 471 | $43K |
| LRI Investments, LLC | 0.00% | New | 470 | $43K |
| Ridgewood Investments LLC | 0.02% | New | 453 | $42K |
| Planning Capital Management Corp | 0.03% | Add +328.6% | 450 | $41K |
| Signaturefd, LLC | 0.00% | Add +1.4% | 448 | $41K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 445 | $41K |
| Custom Portfolio Group LLC | 0.03% | No change | 440 | $40K |
| MGB Wealth Management, LLC | 0.01% | Add +1.5% | 407 | $38K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -63.0% | 415 | $38K |
| PSI Advisors, LLC | 0.01% | Add +79.6% | 413 | $38K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 402 | $37K |
| Anfield Capital Management, LLC | 0.02% | New | 395 | $36K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -33.8% | 392 | $36K |
| Riggs Asset Managment Co. Inc. | 0.01% | New | 380 | $35K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 374 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 369 | $34K |
| REAP Financial Group, LLC | 0.01% | Reduce -49.2% | 362 | $33K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 357 | $32K |
| Hanson & Doremus Investment Management | 0.01% | No change | 351 | $32K |
| Gould Capital, LLC | 0.02% | Reduce -5.6% | 340 | $31K |
| NBT Bank, N.A. | 0.00% | Reduce -39.9% | 328 | $30K |
| Raffa Wealth Management, LLC | 0.01% | No change | 287 | $26K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.7% | 281 | $26K |
| Timber Creek Capital Management LLC | 0.01% | Reduce -61.6% | 279 | $26K |
| St Germain D J Co. Inc. | 0.00% | Reduce -53.4% | 275 | $25K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 271 | $25K |
| Trust Co. of Vermont | 0.00% | New | 260 | $24K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +8500.0% | 258 | $24K |
| Chris Bulman Inc | 0.02% | — | 251 | $23K |
| Mather Group, Llc. | 0.00% | Add +1014.3% | 234 | $22K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -0.9% | 220 | $20K |
| Element Wealth, LLC | 0.01% | Add +1.9% | 219 | $20K |
| Investors Research Corp | 0.00% | Reduce -29.1% | 217 | $20K |
| West Branch Capital LLC | 0.01% | Add +0.9% | 212 | $19K |
| Main Street Group, LTD | 0.01% | New | 216 | $19K |
| Caitlin John, LLC | 0.01% | No change | 205 | $19K |
| Biltmore Family Office, LLC | 0.00% | No change | 203 | $19K |
| Rain Capital Management, LLC | 0.01% | Add +0.5% | 203 | $18K |
| Barrett & Company, Inc. | 0.01% | No change | 200 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 200 | $18K |
| Bray Capital Advisors | 0.00% | No change | 190 | $17K |
| Ravenstone Capital Management Inc. | 0.01% | No change | 180 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 171 | $16K |
| Tompkins Financial Corp. | 0.00% | New | 171 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +54.0% | 171 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -54.2% | 164 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | New | 153 | $14K |
| LFA - Lugano Financial Advisors SA | 0.01% | New | 145 | $13K |
| Northwest Capital Management Inc | 0.00% | Reduce -34.3% | 144 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 140 | $13K |
| Logan Capital Management Inc. | 0.00% | Reduce -50.0% | 135 | $12K |
| Creekmur Asset Management LLC | 0.00% | Add +1514.3% | 113 | $10K |
| CKW Financial Group | 0.00% | No change | 116 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | New | 105 | $10K |
| Archer Investment Corp | 0.00% | Reduce -10.7% | 100 | $9K |
| Triad Wealth Partners, LLC | 0.00% | New | 100 | $9K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 100 | $9K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -99.8% | 100 | $9K |
| Bangor Savings Bank | 0.00% | No change | 91 | $8K |
| Great Lakes Retirement, Inc. | 0.00% | New | 90 | $8K |
| Coston, McIsaac & Partners | 0.00% | No change | 90 | $8K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -59.4% | 86 | $8K |
| Innealta Capital, LLC | 0.00% | New | 84 | $8K |
| Painted Porch Advisors LLC | 0.00% | New | 73 | $7K |
| Operose Advisors LLC | 0.00% | No change | 73 | $7K |
| Kimelman & Baird, LLC | 0.00% | — | 73 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 72 | $7K |
| WASHINGTON TRUST Co | 0.00% | New | 68 | $6K |
| Boyd Watterson Asset Management LLC | 0.00% | New | 65 | $6K |
| Sandy Spring Bank | 0.00% | No change | 64 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 62 | $6K |
| Howe & Rusling Inc. | 0.00% | Reduce -88.8% | 58 | $5K |
| DT Investment Partners, LLC | 0.00% | New | 55 | $5K |
| First Pacific Financial | 0.00% | Reduce -30.6% | 50 | $5K |
| IFS Advisors, LLC | 0.00% | No change | 50 | $5K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 48 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 46 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 46 | $4K |
| Atwood & Palmer Inc. | 0.00% | Reduce -48.9% | 45 | $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 |
| Wagner Wealth Management, LLC | 0.00% | Reduce -56.9% | 31 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 26 | $2K |
| Bfsg, LLC | 0.00% | Reduce -92.1% | 25 | $2K |
| Tidemark, LLC | 0.00% | Reduce -68.8% | 24 | $2K |
| Armor Investment Advisors, LLC | 0.00% | New | 24 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 22 | $2K |
| Concord Wealth Partners | 0.00% | Reduce -38.9% | 22 | $2K |
| Summer Road LLC | 0.00% | New | 20 | $2K |
| Key Financial Inc | 0.00% | No change | 18 | $2K |
| Brown Financial Advisors | 0.00% | — | 15 | $1K |
| First Personal Financial Services | 0.00% | No change | 15 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 12 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | New | 11 | $1K |
| PayPay Securities Corp | 0.05% | Reduce -50.0% | 7 | $642 |
| Legacies Wealth LLC | 0.00% | No change | 7 | $642 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 6 | $551 |
| Arax Advisory Partners | 0.00% | No change | 4 | $390 |
| Private Ocean, LLC | 0.00% | New | 4 | $367 |
| Contravisory Investment Management, Inc. | 0.00% | No change | 3 | $275 |
| Abich Financial Wealth Management LLC | 0.00% | No change | 2 | $184 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 1 | $93 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $92 |
| Lindbrook Capital, LLC | 0.00% | No change | 1 | $84 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 1 | $66 |
"% 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.