iShares 20+ Year Treasury BDTLTETF
13F holders, Q3 2024 (September 30)1,189holders +80
172new positions
103sold out
7famous investors
$98.07avg. 13F price*
At the end of Q3 2024, 1,189 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, up 80 from Q2 2024. 172 opened new positions and 103 sold out. The largest holders were Bank of America Corp. ($9.6B), Rafferty Asset Management, LLC ($4.6B) and Morgan Stanley ($3.8B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 172 | $825.4M |
| Exits | 103 | $469.5M |
All 13F filers, Q2 2024 → Q3 2024: 113,364,818 shares bought and 47,183,118 shares sold, net +66,181,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,189 holders
| Bank of America Corp. | 0.84% | Add +63.1% | 97,561,204 | $9.6B |
| Rafferty Asset Management, LLC | 15.87% | Add +18.2% | 47,208,145 | $4.6B |
| Morgan Stanley | 0.28% | Reduce -9.9% | 39,151,542 | $3.8B |
| Northwestern Mutual Wealth Management Co. | 3.13% | Add +10.2% | 35,964,128 | $3.5B |
| BlackRock, Inc. | 0.04% | — | 18,882,088 | $1.9B |
| Susquehanna International Group, LLP | 2.84% | Add +749.9% | 16,752,956 | $1.6B |
| Envestnet Asset Management Inc. | 0.50% | Reduce -4.6% | 15,658,947 | $1.5B |
| UBS Group AG | 0.30% | Add +16.2% | 10,805,311 | $1.1B |
| Bank of Montreal | 0.43% | Add +349.9% | 9,389,391 | $925.5M |
| Cibc World Market Inc. | 2.08% | Add +12.1% | 9,425,296 | $924.6M |
| Jane Street Group, LLC | 1.39% | Reduce -26.8% | 8,758,355 | $859.2M |
| Citigroup Inc. | 0.64% | Add +57.2% | 7,042,087 | $690.8M |
| JPMorgan Chase & Co. | 0.05% | Reduce -4.0% | 6,376,422 | $625.5M |
| Barclays PLC | 0.27% | Add +53.4% | 6,276,124 | $615.7M |
| FMR LLC | 0.04% | Reduce -64.9% | 5,853,290 | $574.2M |
| LPL Financial LLC | 0.25% | Add +18.1% | 5,776,592 | $566.7M |
| Wells Fargo & Company | 0.12% | Reduce -5.8% | 5,180,519 | $508.2M |
| Ameriprise Financial Inc. | 0.12% | Add +6.4% | 4,713,115 | $458.1M |
| Assetmark, Inc. | 1.25% | Add +3121.7% | 4,461,161 | $437.6M |
| Nan Shan Life Insurance Co., Ltd. | 9.24% | Add +1.6% | 3,997,680 | $392.2M |
| Mackenzie Financial Corp. | 0.53% | Add +26.7% | 3,875,800 | $380.2M |
| Harvest Portfolios Group Inc. | 8.96% | Add +33.0% | 2,753,709 | $270.1M |
| Osaic Holdings, Inc. | 0.61% | Add +23.7% | 2,742,849 | $269.1M |
| Alliancebernstein L.P. | 0.09% | Add +0.8% | 2,737,183 | $268.5M |
| Ocean Park Asset Management, LLC | 11.58% | Add +159.4% | 2,689,136 | $263.8M |
| Raymond James Financial Services Advisors, Inc. | 0.33% | Add +15.9% | 2,510,801 | $246.3M |
| Vantagepoint Investment Advisers LLC | 31.14% | No change | 2,473,541 | $242.7M |
| Royal Bank of Canada | 0.05% | Reduce -27.9% | 2,407,706 | $236.2M |
| Janney Montgomery Scott LLC | 0.66% | Reduce -4.3% | 2,395,063 | $235.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.91% | Add +51.9% | 2,075,806 | $204.6M |
| Raymond James & Associates | 0.12% | Add +2.1% | 1,941,605 | $190.5M |
| HSBC Holdings PLC | 0.11% | Reduce -26.2% | 1,848,868 | $181.4M |
| Hantz Financial Services, Inc. | 3.10% | Add +14.0% | 1,782,601 | $174.9M |
| Commonwealth Equity Services, LLC | 0.26% | Add +25.4% | 1,748,635 | $171.5M |
| Stifel Financial Corp. | 0.17% | Add +9.5% | 1,684,820 | $165.3M |
| Truist Financial Corp. | 0.26% | Reduce -5.3% | 1,669,034 | $163.7M |
| Envestnet Portfolio Solutions, Inc. | 0.52% | Reduce -13.3% | 1,637,525 | $160.6M |
| WS Management LLLP | 14.15% | Add +33.8% | 1,622,983 | $159.2M |
| AIA Group Ltd | 3.73% | Reduce -1.1% | 1,474,511 | $144.6M |
| Cetera Investment Advisers | 0.29% | Add +9.1% | 1,329,033 | $130.4M |
| Nationwide Fund Advisors | 10.21% | Add +1.3% | 1,317,947 | $129.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.22% | Add +829.9% | 1,238,649 | $121.6M |
| U.S. Capital Wealth Advisors, LLC | 4.16% | Add +30.0% | 1,192,800 | $117.0M |
| AlTi Global, Inc. | 2.65% | Add +104.0% | 1,122,460 | $110.1M |
| WestEnd Advisors, LLC | 2.63% | Reduce -7.4% | 1,094,489 | $107.4M |
| Cullen/Frost Bankers, Inc. | 1.43% | Add +5.3% | 1,064,852 | $104.5M |
| Bramshill Investments, LLC | 11.44% | Add +88.6% | 1,064,769 | $104.5M |
| Parallax Volatility Advisers, L.P. | 3.10% | Add +252.2% | 1,047,176 | $102.7M |
| IMC-Chicago, LLC | 2.96% | Add +440.7% | 1,045,193 | $102.5M |
| US Bancorp \de | 0.12% | Add +2.5% | 953,187 | $93.5M |
| Victory Capital Management Inc. | 0.09% | Reduce -2.7% | 934,401 | $91.7M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Add +115.4% | 924,869 | $90.7M |
| Quadrature Capital Ltd | 2.04% | New | 915,002 | $89.8M |
| BNP Paribas Financial Markets | 0.09% | Reduce -18.0% | 911,789 | $89.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.0% | 896,740 | $88.0M |
| Cwm, LLC | 0.37% | Reduce -24.3% | 877,947 | $86.1M |
| Ally Financial Inc. | 10.34% | No change | 873,000 | $85.6M |
| Jordan Park Group LLC | 5.83% | Add +34.5% | 871,557 | $85.5M |
| Rockefeller Capital Management L.P. | 0.22% | Reduce -1.0% | 835,594 | $82.0M |
| MML Investors Services, LLC | 0.29% | Add +13.7% | 824,750 | $80.9M |
| HighTower Advisors, LLC | 0.12% | Reduce -4.9% | 811,951 | $79.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -38.0% | 721,812 | $70.8M |
| Hamilton Capital Partners Inc. | 6.13% | Add +58.7% | 721,804 | $70.8M |
| Thrivent Financial for Lutherans | 0.13% | Add +84.7% | 674,481 | $66.2M |
| Park Avenue Securities LLC | 0.74% | Reduce -24.2% | 668,707 | $65.6M |
| DRW Securities, LLC | 3.47% | New | 642,809 | $63.1M |
| University of Illinois Foundation | 23.00% | Add +51.5% | 635,488 | $62.3M |
| Maxi Investments CY Ltd | 15.98% | No change | 610,505 | $59.9M |
| IHT Wealth Management, LLC | 1.68% | Add +45.0% | 601,438 | $59.1M |
| Dynasty Wealth Management, LLC | 1.78% | Reduce -1.3% | 600,838 | $58.9M |
| Mariner, LLC | 0.10% | Add +198.4% | 589,306 | $57.8M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -48.5% | 587,569 | $57.6M |
| Atria Wealth Solutions, Inc. | 0.61% | Add +4.2% | 574,781 | $56.4M |
| Midland Wealth Advisors, LLC | 3.25% | New | 564,182 | $55.3M |
| Quotient Wealth Partners, LLC | 1.81% | Add +2.3% | 561,277 | $55.1M |
| Disciplina Capital Management LLC | 8.60% | Add +17175.5% | 547,462 | $53.7M |
| Citadel Advisors | 0.05% | Reduce -28.1% | 498,662 | $48.9M |
| Meeder Asset Management Inc. | 3.24% | Add +95.3% | 494,558 | $48.5M |
| NewEdge Advisors, LLC | 0.30% | Add +7.6% | 463,929 | $45.5M |
| TD Private Client Wealth LLC | 1.25% | Add +2205.0% | 444,357 | $43.6M |
| New Harbor Financial Group, LLC | 12.17% | Add +0.7% | 431,258 | $42.3M |
| Himension Capital (singapore) Pte. LTD. | 3.30% | New | 431,172 | $42.3M |
| Tiaa Trust, National Association | 0.13% | Add +25.2% | 430,372 | $42.2M |
| Royal Fund Management, LLC | 2.98% | Add +156.9% | 430,173 | $42.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.09% | Add +1.0% | 413,519 | $40.6M |
| Centre Asset Management, LLC | 8.62% | New | 407,655 | $40.0M |
| Sanctuary Advisors, LLC | 0.25% | Add +0.9% | 439,649 | $39.7M |
| Jump Financial, LLC | 0.83% | Reduce -17.5% | 403,523 | $39.6M |
| Concurrent Investment Advisors, LLC | 1.15% | Add +46.6% | 395,269 | $38.8M |
| Cadence Wealth Management LLC | 31.49% | Add +13.3% | 394,779 | $38.7M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +1556.5% | 393,647 | $38.6M |
| Foundations Investment Advisors, LLC | 0.78% | Add +3.5% | 378,301 | $37.1M |
| GM Advisory Group, LLC | 2.18% | Reduce -0.3% | 370,521 | $36.3M |
| Townsend & Associates, Inc | 3.64% | Add +3.9% | 384,957 | $35.4M |
| Strategic Investment Advisors / MI | 3.75% | New | 349,242 | $34.3M |
| Westwood Holdings Group Inc. | 0.26% | Add +10.2% | 340,698 | $33.4M |
| Systematic Alpha Investments, LLC | 1.22% | No change | 339,500 | $33.3M |
| Federation des caisses Desjardins du Quebec | 0.16% | Add +459.6% | 333,417 | $32.7M |
| Millennium Management | 0.03% | Add +395.8% | 332,566 | $32.6M |
| Bell Investment Advisors, Inc | 5.92% | Add +4.2% | 329,290 | $32.3M |
| GTS Securities LLC | 0.65% | Reduce -62.7% | 328,994 | $32.3M |
| BCM Advisors, LLC | 7.30% | Add +1.5% | 344,877 | $31.8M |
| Kestra Advisory Services, LLC | 0.17% | Add +6.5% | 317,003 | $31.1M |
| Scarborough Advisors, LLC | 4.98% | New | 314,041 | $30.8M |
| Evoke Wealth, LLC | 0.83% | New | 311,565 | $30.6M |
| CX Institutional | 1.35% | Add +6.9% | 309,444 | $30.4M |
| Cerity Partners OCIO LLC | 2.41% | New | 305,789 | $30.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +10.4% | 303,619 | $29.8M |
| AE Wealth Management LLC | 0.26% | Reduce -1.3% | 290,649 | $28.5M |
| Kaydan Wealth Management, Inc. | 8.41% | Add +99.3% | 290,612 | $28.5M |
| CI Investments Inc. | 0.11% | Reduce -4.8% | 290,207 | $28.5M |
| Kestra Private Wealth Services, LLC | 0.52% | Add +44.2% | 289,172 | $28.4M |
| Centaurus Financial, Inc. | 1.79% | Reduce -20.4% | 286,994 | $28.2M |
| Lebenthal Global Advisors, LLC | 5.70% | Add +1.3% | 286,125 | $28.1M |
| Atria Investments, Inc | 0.34% | Add +9.9% | 282,976 | $27.8M |
| United Capital Financial Advisors, LLC | 0.23% | Reduce -19.4% | 282,580 | $27.7M |
| BOS Asset Management, LLC | 10.26% | Add +54.3% | 282,216 | $27.7M |
| NSI Retail Advisors, LLC | 4.12% | No change | 281,900 | $27.7M |
| CSM Advisors, LLC | 1.81% | No change | 281,900 | $27.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.61% | Add +4.2% | 278,582 | $27.3M |
| Advisors Preferred, LLC | 4.08% | Add +15878.3% | 271,631 | $26.8M |
| Journey Strategic Wealth LLC | 0.95% | Add +26.5% | 265,184 | $26.0M |
| Gould Asset Management LLC | 5.52% | Add +5.7% | 262,890 | $25.8M |
| Pictet Asset Management Holding SA | 0.03% | Add +49.4% | 259,435 | $25.6M |
| Brookstone Capital Management | 0.37% | Add +22.0% | 257,272 | $25.2M |
| Insight Wealth Strategies, LLC | 3.25% | Add +17.7% | 251,914 | $24.7M |
| Krilogy Financial LLC | 1.69% | Add +0.3% | 249,883 | $24.5M |
| Marex Group Ltd | 0.56% | Add +11.1% | 249,290 | $24.5M |
| Private Advisor Group, LLC | 0.15% | Add +8.4% | 248,526 | $24.4M |
| OneDigital Investment Advisors LLC | 0.27% | Add +8.0% | 242,953 | $23.8M |
| Pinnacle Financial Partners Inc | 0.48% | Add +109.0% | 242,927 | $23.8M |
| State Street Corp. | 0.00% | Reduce -65.9% | 242,300 | $23.8M |
| NorthCoast Asset Management LLC | 0.17% | Add +100.1% | 240,745 | $23.6M |
| Prospera Financial Services Inc | 0.60% | Add +15.6% | 239,597 | $23.5M |
| HRT Financial LP | 0.11% | Reduce -61.1% | 234,912 | $23.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +102.2% | 233,689 | $22.9M |
| Townsquare Capital LLC | 0.27% | Add +316.0% | 232,399 | $22.8M |
| RS Crum Inc. | 5.34% | Add +2.1% | 232,274 | $22.8M |
| Stratos Wealth Partners, LTD. | 0.33% | Add +3.5% | 231,714 | $22.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +41.8% | 212,422 | $20.8M |
| Old Mission Capital LLC | 0.45% | Reduce -4.1% | 208,264 | $20.4M |
| Avantax Advisory Services, Inc. | 0.13% | Add +15.2% | 207,035 | $20.3M |
| American Asset Management Inc. | 21.93% | Reduce -1.4% | 206,981 | $20.3M |
| Core Wealth Advisors, Inc. | 6.33% | New | 201,135 | $19.7M |
| Ground Swell Capital, LLC | 27.42% | Reduce -12.7% | 195,569 | $19.2M |
| Insight 2811, Inc. | 9.41% | Add +255.9% | 192,723 | $18.9M |
| Prudential Financial Inc. | 0.03% | Reduce -3.9% | 192,632 | $18.9M |
| Oxbow Advisors, LLC | 1.92% | Add +5651.2% | 191,399 | $18.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +21.6% | 190,376 | $18.7M |
| Afg Fiduciary Services Limited Partnership | 12.55% | Add +29.9% | 198,316 | $18.6M |
| Horst & Graben Wealth Management LLC | 3.33% | Reduce -7.3% | 189,159 | $18.6M |
| Members Advisory Group LLC | 9.16% | Add +4.4% | 186,802 | $18.3M |
| Fisher Asset Management | 0.01% | Reduce -14.8% | 186,774 | $18.3M |
| MY Wealth Management Inc. | 18.45% | Add +3.1% | 185,427 | $18.2M |
| Osborne Partners Capital Management, LLC | 1.01% | Reduce -0.2% | 182,018 | $17.9M |
| National Bank of Canada | 0.02% | Reduce -13.7% | 181,914 | $17.8M |
| CreativeOne Wealth, LLC | 0.60% | Add +66.1% | 181,253 | $17.8M |
| Belpointe Asset Management LLC | 1.07% | Add +2412.4% | 181,021 | $17.8M |
| Exencial Wealth Advisors, LLC | 0.63% | Add +0.0% | 177,581 | $17.4M |
| TD Asset Management Inc | 0.02% | Reduce -97.7% | 176,514 | $17.4M |
| Venturi Wealth Management, LLC | 0.90% | Add +116.2% | 174,498 | $17.1M |
| Trek Financial, LLC | 1.27% | Add +49.5% | 173,339 | $17.0M |
| BlueDrive Global Investors LLP | 19.71% | Add +46.0% | 171,549 | $16.8M |
| DSC Meridian Capital LP | 15.08% | Reduce -41.6% | 170,758 | $16.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -2.7% | 170,578 | $16.7M |
| TD Waterhouse Canada Inc. | 0.14% | Reduce -23.8% | 169,714 | $16.7M |
| Sicart Associates LLC | 5.86% | New | 169,964 | $16.7M |
| SlateStone Wealth, LLC | 1.48% | Add +7.1% | 167,671 | $16.4M |
| Comerica Bank | 0.06% | Add +7.4% | 165,906 | $16.3M |
| Clarity Financial LLC | 1.89% | Add +21.0% | 164,274 | $16.1M |
| Willis Johnson & Associates, Inc. | 1.21% | Add +1.0% | 162,683 | $16.0M |
| Continuum Advisory, LLC | 2.04% | Add +12.4% | 176,583 | $15.9M |
| Edgestream Partners, L.P. | 0.69% | Reduce -1.8% | 159,730 | $15.7M |
| Granby Capital Management, LLC | 8.02% | No change | 158,000 | $15.5M |
| Estate Counselors, LLC | 1.60% | New | 157,284 | $15.4M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +15.5% | 157,169 | $15.4M |
| Orion Portfolio Solutions, LLC | 0.15% | Add +15.5% | 157,169 | $15.4M |
| TAP Consulting, LLC | 2.96% | Add +1.5% | 153,404 | $15.0M |
| Verition Fund Management LLC | 0.11% | Add +228.5% | 152,993 | $15.0M |
| Captrust Financial Advisors | 0.04% | Add +6.4% | 151,126 | $14.8M |
| Kingsview Wealth Management, LLC | 0.30% | Add +108.8% | 146,994 | $14.4M |
| Sinecera Capital, LLC | 16.99% | Add +8.2% | 143,576 | $14.1M |
| Summit Global Investments | 0.89% | Add +9.1% | 142,882 | $14.0M |
| First Horizon Advisors, Inc. | 0.39% | Add +0.9% | 142,308 | $14.0M |
| Cornerstone Wealth Group, LLC | 1.15% | New | 141,228 | $13.9M |
| Renaissance Technologies | 0.02% | New | 140,986 | $13.8M |
| Capitolis Liquid Global Markets LLC | 0.15% | Reduce -3.8% | 140,790 | $13.8M |
| JB Capital LLC | 0.79% | Reduce -33.7% | 140,158 | $13.7M |
| Penserra Capital Management LLC | 0.30% | New | 140,031 | $13.7M |
| Stephens Inc. | 0.19% | Reduce -7.8% | 139,171 | $13.7M |
| Independent Financial Group, LLC | 0.49% | Add +119.3% | 135,829 | $13.3M |
| Hilltop Holdings Inc. | 0.87% | Add +309.2% | 135,436 | $13.3M |
| Rehmann Capital Advisory Group | 0.86% | Add +18.7% | 134,309 | $13.2M |
| Equitable Holdings, Inc. | 0.13% | Add +33.1% | 134,118 | $13.2M |
| Dynamic Advisor Solutions LLC | 0.39% | Add +14.7% | 134,096 | $13.2M |
| Advisory Services Network, LLC | 0.27% | No change | 142,624 | $13.1M |
| Sowell Financial Services LLC | 0.60% | Reduce -16.4% | 132,401 | $13.0M |
| Berger Financial Group, Inc | 0.94% | Add +0.2% | 132,197 | $13.0M |
| Legacy Advisory Services, LLC | 11.09% | Add +5.1% | 131,529 | $12.9M |
| Austin Private Wealth, LLC | 1.27% | Add +47.3% | 131,121 | $12.9M |
| Connable Office Inc. | 1.29% | Add +1.2% | 130,258 | $12.8M |
| Summit Financial, LLC | 0.50% | Reduce -7.1% | 129,508 | $12.7M |
| Rwa Wealth Partners, LLC | 0.16% | Add +1081.3% | 129,276 | $12.7M |
| Palumbo Wealth Management LLC | 4.92% | Add +1.9% | 129,107 | $12.7M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +69.6% | 128,292 | $12.6M |
| Gladstone Institutional Advisory LLC | 0.61% | Add +28.8% | 127,540 | $12.5M |
| Alera Investment Advisors, LLC | 1.46% | Reduce -17.1% | 126,618 | $12.4M |
| Wealth Management Associates, Inc. | 5.42% | Add +2.0% | 125,638 | $12.3M |
| Elevatus Welath Management | 4.02% | New | 125,340 | $12.3M |
| &partners | 0.24% | Add +762.0% | 126,255 | $12.3M |
| SMI Advisory Services, LLC | 2.72% | Reduce -16.6% | 128,456 | $12.3M |
| RIA Advisory Group LLC | 4.31% | — | 124,497 | $12.2M |
| Amundi | 0.00% | Reduce -5.1% | 128,100 | $12.2M |
| Wolverine Trading, LLC | 0.32% | New | 122,426 | $12.1M |
| Jones Financial Companies LLLP | 0.01% | Add +89.2% | 121,981 | $12.0M |
| GFG Capital, LLC | 4.81% | Add +2.4% | 125,901 | $11.9M |
| Baird Financial Group, Inc. | 0.02% | Add +31.1% | 121,140 | $11.9M |
| Cultivar Capital, Inc. | 9.69% | Add +6.5% | 120,066 | $11.8M |
| First National Corp. /Ma/ | 2.60% | Reduce -21.9% | 119,168 | $11.7M |
| Venture Visionary Partners LLC | 0.52% | Add +28.2% | 118,991 | $11.7M |
| Proficio Capital Partners LLC | 1.16% | New | 118,954 | $11.7M |
| SG Americas Securities, LLC | 0.04% | Add +12.4% | 117,827 | $11.6M |
| West Family Investments, Inc. | 3.93% | No change | 96,419 | $11.5M |
| Mizuho Markets Americas LLC | 0.28% | New | 115,751 | $11.4M |
| Cadent Capital Advisors, LLC | 3.85% | Add +43.3% | 115,545 | $11.3M |
| Canandaigua National Bank & Trust Co. | 1.07% | New | 114,658 | $11.2M |
| WNY Asset Management, LLC | 1.30% | Add +29.2% | 113,685 | $11.2M |
| Richard W. Paul & Associates, LLC | 3.92% | Add +2.9% | 111,155 | $10.9M |
| Beacon Capital Management, LLC | 1.55% | Add +10189.7% | 111,129 | $10.9M |
| ODonnell Financial Services, LLC | 4.41% | New | 110,689 | $10.9M |
| Mutual Advisors, LLC | 0.31% | Reduce -5.3% | 115,388 | $10.7M |
| Vestmark Advisory Solutions, Inc. | 0.40% | Reduce -1.7% | 108,108 | $10.6M |
| Corient Private Wealth LP | 0.02% | Add +112.2% | 107,583 | $10.6M |
| Creative Financial Designs Inc. | 0.89% | Add +0.1% | 107,171 | $10.5M |
| Perigon Wealth Management, LLC | 0.28% | Add +136.7% | 106,142 | $10.4M |
| Janney Capital Management LLC | 0.69% | Reduce -3.3% | 104,861 | $10.3M |
| Worth Asset Management, LLC | 5.59% | New | 104,862 | $10.3M |
| Arlington Capital Management, Inc. | 8.40% | Add +5.2% | 104,030 | $10.2M |
| Innova Wealth Partners | 8.40% | Add +968.7% | 104,030 | $10.2M |
| Edmond DE Rothschild Holding S.A. | 0.16% | New | 103,840 | $10.2M |
| Fund Evaluation Group, LLC | 0.56% | Add +4003.8% | 103,621 | $10.2M |
| Braun-Bostich & Associates Inc. | 7.06% | Add +9.2% | 103,252 | $10.1M |
| Fortis Group Advisors, LLC | 1.87% | Add +56.6% | 102,987 | $10.1M |
| Farther Finance Advisors, LLC | 0.38% | Add +26.4% | 102,386 | $10.0M |
| Axxcess Wealth Management, LLC | 0.25% | Add +82.6% | 101,793 | $10.0M |
| DAVENPORT & Co LLC | 0.06% | Add +14.8% | 101,691 | $10.0M |
| FPC Investment Advisory, Inc. | 8.38% | Add +2.0% | 104,157 | $9.9M |
| Buck Wealth Strategies, LLC | 3.09% | Reduce -1.6% | 100,136 | $9.8M |
| Cinctive Capital Management LP | 0.56% | Add +42.9% | 100,000 | $9.8M |
| Alliance Wealth Advisors, LLC | 2.53% | New | 98,286 | $9.6M |
| Mechanics Bank Trust Department | 1.26% | Reduce -13.3% | 96,675 | $9.5M |
| Basswood Capital Management, L.L.C. | 0.49% | No change | 96,154 | $9.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.64% | Add +11.8% | 96,043 | $9.4M |
| Transamerica Financial Advisors, LLC | 0.91% | Add +75.4% | 95,481 | $9.4M |
| Paloma Partners Management Co | 0.65% | No change | 95,000 | $9.3M |
| Creative Planning | 0.01% | Add +0.8% | 93,547 | $9.2M |
| Almanack Investment Partners, LLC. | 1.44% | Add +2617.3% | 93,312 | $9.2M |
| Retirement Financial Solutions, LLC | 4.00% | Add +0.8% | 93,102 | $9.1M |
| ShoreHaven Wealth Partners, LLC | 4.40% | Add +14.2% | 92,959 | $9.1M |
| Invst, LLC | 1.10% | Reduce -26.7% | 92,409 | $9.1M |
| Alerus Financial NA | 0.66% | Add +1.1% | 92,342 | $9.1M |
| Ethos Financial Group, LLC | 1.50% | Add +3.1% | 92,001 | $9.0M |
| Klaas Financial Asset Advisors, LLC | 1.55% | Add +1.1% | 91,071 | $8.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 3.44% | Add +19.4% | 90,950 | $8.9M |
| Sharkey, Howes & Javer | 1.26% | Reduce -14.0% | 89,973 | $8.8M |
| CFS Investment Advisory Services, LLC | 0.74% | Reduce -5.5% | 89,344 | $8.8M |
| Heartwood Wealth Advisors LLC | 0.96% | Add +1.0% | 88,454 | $8.7M |
| Principal Financial Group Inc. | 0.00% | Add +45.5% | 88,273 | $8.7M |
| Avitas Wealth Management LLC | 1.20% | Add +1.9% | 87,021 | $8.5M |
| Adapt Wealth Advisors, LLC | 4.55% | Add +34.4% | 86,716 | $8.5M |
| One Day In July LLC | 0.95% | Reduce -25.6% | 86,346 | $8.5M |
| Refined Wealth Management | 6.51% | Add +1.7% | 86,088 | $8.4M |
| Horizon Investments, LLC | 0.22% | Add +4.5% | 85,974 | $8.4M |
| Arvest Investments, Inc. | 1.26% | Reduce -0.8% | 84,785 | $8.3M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -74.4% | 83,507 | $8.2M |
| Presidio Capital Management, LLC | 5.24% | New | 83,491 | $8.2M |
| Cambridge Associates LLC /Ma/ | 0.31% | No change | 83,442 | $8.2M |
| Freedom Investment Management, Inc. | 0.64% | Reduce -6.6% | 82,382 | $8.1M |
| Avalon Capital Management | 2.45% | Reduce -61.1% | 82,296 | $8.1M |
| Waverly Advisors, LLC | 0.15% | Add +60.4% | 80,351 | $7.9M |
| Quadrant Private Wealth Management, LLC | 1.94% | Add +25.1% | 79,660 | $7.8M |
| V2 Financial group LLC | 5.03% | Reduce -1.5% | 79,501 | $7.8M |
| Wealthfront Advisers LLC | 0.02% | Add +17.2% | 79,397 | $7.8M |
| Altus Wealth Group LLC | 3.31% | New | 79,007 | $7.8M |
| Strategic Blueprint, LLC | 0.48% | Reduce -12.3% | 78,938 | $7.7M |
| Alternative Investment Advisors, LLC. | 4.04% | Reduce -9.7% | 78,373 | $7.7M |
| GLOBALT Investments LLC / GA | 0.29% | Reduce -2.8% | 77,900 | $7.6M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +32.9% | 78,414 | $7.6M |
| Bay Rivers Group | 3.79% | Reduce -1.0% | 77,812 | $7.6M |
| Summit X, LLC | 1.85% | Reduce -3.3% | 83,084 | $7.6M |
| Adams Wealth Management | 1.63% | New | 77,236 | $7.6M |
| CacheTech Inc. | 1.63% | New | 77,236 | $7.6M |
| Pathstone Holdings, LLC | 0.03% | Reduce -72.8% | 76,157 | $7.5M |
| Fermata Advisors, LLC | 1.50% | Add +7.4% | 75,526 | $7.4M |
| Birchbrook, Inc. | 4.11% | Reduce -6.5% | 75,506 | $7.4M |
| Foster & Motley Inc. | 0.47% | Add +0.7% | 74,942 | $7.4M |
| First Trust Advisors LP | 0.01% | Add +3.8% | 74,800 | $7.3M |
| Principal Securities, Inc. | 0.18% | Add +1295.9% | 74,429 | $7.3M |
| Security Benefit Life Insurance Co. | 3.72% | No change | 74,200 | $7.3M |
| Custos Family Office, LLC | 2.63% | Add +2.8% | 74,101 | $7.3M |
| Harbour Investments, Inc. | 0.22% | Reduce -29.5% | 73,179 | $7.2M |
| Vontobel Holding Ltd. | 0.02% | Add +99.7% | 72,263 | $7.1M |
| Interactive Financial Advisors, Inc. | 3.65% | Add +1206.5% | 72,260 | $7.1M |
| LPF Advisors LLC | 6.03% | Add +6.9% | 71,883 | $7.1M |
| Cowen and Company, LLC | 0.25% | New | 71,810 | $7.0M |
| Main Management LLC | 0.57% | Reduce -69.6% | 70,286 | $6.9M |
| Hollow Brook Wealth Management LLC | 2.03% | Add +8.4% | 69,889 | $6.9M |
| Checchi Capital Advisers, LLC | 0.51% | Add +754.5% | 69,716 | $6.8M |
| High Falls Advisors, Inc | 1.56% | Reduce -21.9% | 69,557 | $6.8M |
| Liberty Wealth Management LLC | 1.16% | Reduce -71.9% | 69,493 | $6.8M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -7.2% | 69,418 | $6.8M |
| Tiller Private Wealth, Inc. | 2.81% | Add +1.0% | 69,160 | $6.8M |
| Sigma Planning Corp | 0.21% | Reduce -7.1% | 68,915 | $6.8M |
| Full Sail Capital, LLC | 0.43% | Reduce -3.1% | 68,222 | $6.7M |
| Csenge Advisory Group | 0.35% | Add +106.6% | 71,352 | $6.7M |
| Kelly Financial Services LLC | 2.43% | Reduce -26.8% | 67,474 | $6.6M |
| Toronto Dominion Bank | 0.01% | Reduce -8.6% | 67,324 | $6.6M |
| Nvwm, LLC | 1.68% | Add +0.7% | 67,288 | $6.6M |
| Tudor Investment Corporation | 0.07% | Reduce -85.1% | 66,855 | $6.6M |
| Wooster Corthell Wealth Management, Inc. | 1.39% | Reduce -6.7% | 66,310 | $6.5M |
| Van Hulzen Asset Management, LLC | 0.47% | Add +5.0% | 65,860 | $6.5M |
| Blue Trust, Inc. | 0.08% | Add +6.2% | 69,383 | $6.4M |
| Crew Capital Management, Ltd | 5.08% | New | 64,534 | $6.3M |
| Concourse Financial Group Securities, Inc. | 0.36% | Reduce -9.8% | 62,276 | $6.1M |
| Flow Traders U.S. LLC | 0.31% | Reduce -93.4% | 62,230 | $6.1M |
| James Investment Research, Inc. | 0.70% | Add +0.9% | 62,171 | $6.1M |
| Monument Capital Management | 1.68% | New | 62,032 | $6.1M |
| Ascent Group, LLC | 0.46% | Add +44.6% | 61,243 | $6.0M |
| Centiva Capital, LP | 0.27% | New | 60,682 | $6.0M |
| Pallas Capital Advisors LLC | 0.25% | Add +15.2% | 64,171 | $5.9M |
| Rezny Wealth Management, Inc. | 1.49% | Add +2.6% | 60,456 | $5.9M |
| Silverleafe Capital Partners, LLC | 2.09% | New | 60,418 | $5.9M |
| Apollon Wealth Management, LLC | 0.17% | Add +250.4% | 60,022 | $5.9M |
| One Wealth Advisors, LLC | 0.90% | New | 59,800 | $5.9M |
| Oppenheimer & Co. Inc. | 0.09% | Add +111.1% | 59,489 | $5.8M |
| Sunbelt Securities, Inc. | 0.57% | Add +18.9% | 59,264 | $5.8M |
| Measured Wealth Private Client Group, LLC | 1.93% | Add +98.1% | 58,854 | $5.8M |
| SteelPeak Wealth, LLC | 0.25% | Reduce -22.7% | 58,285 | $5.7M |
| Greenup Street Wealth Management LLC | 1.17% | Add +1.6% | 57,538 | $5.6M |
| Emergent Wealth Advisors, LLC | 4.15% | Add +0.6% | 57,237 | $5.6M |
| LCNB Corp. | 1.99% | Reduce -0.4% | 57,184 | $5.6M |
| Icon Wealth Advisors, LLC | 0.46% | Reduce -29.5% | 56,907 | $5.6M |
| Stone House Investment Management, LLC | 1.15% | Reduce -22.2% | 56,745 | $5.6M |
| Capstone Wealth Management Group, LLC | 3.29% | New | 56,611 | $5.6M |
| Focus Partners Wealth | 0.02% | Reduce -0.9% | 56,442 | $5.5M |
| Fifth Third Securities, Inc. | 0.52% | Add +94.7% | 56,392 | $5.5M |
| Shelton Wealth Management, LLC | 3.14% | Reduce -9.7% | 56,337 | $5.5M |
| New York Life Investment Management LLC | 0.05% | Reduce -13.4% | 55,884 | $5.5M |
| Watts Gwilliam & Co., LLC | 1.20% | — | 57,940 | $5.5M |
| CoreCap Advisors, LLC | 0.26% | New | 55,615 | $5.5M |
| Heck Capital Advisors, LLC | 0.63% | Reduce -5.3% | 55,596 | $5.5M |
| VestGen Investment Management | 1.52% | Add +971.6% | 55,297 | $5.4M |
| Compound Planning, Inc. | 0.34% | Add +405.7% | 55,127 | $5.4M |
| Alpha Square Group S LLC | 14.12% | Reduce -88.0% | 5,500 | $5.4M |
| Moneco Advisors, LLC | 0.67% | Reduce -9.4% | 54,954 | $5.4M |
| Delta Investment Management, LLC | 1.10% | New | 54,869 | $5.4M |
| Professional Financial Advisors, LLC | 1.39% | New | 54,513 | $5.3M |
| Northeast Financial Group, Inc. | 2.06% | Reduce -29.4% | 54,421 | $5.3M |
| Global Wealth Strategies & Associates | 1.72% | Add +4.9% | 53,432 | $5.2M |
| Gries Financial LLC | 0.97% | Add +2.5% | 53,036 | $5.2M |
| E Fund Management Co., Ltd. | 0.27% | Add +387.0% | 52,641 | $5.2M |
| E Fund Management (Hong Kong) Co., Ltd. | 3.08% | Add +387.0% | 52,641 | $5.2M |
| Berkeley Capital Partners, LLC | 1.47% | Add +3.8% | 52,580 | $5.2M |
| Eley Financial Management, Inc | 2.07% | Add +2.0% | 52,332 | $5.1M |
| NewEdge Wealth, LLC | 0.09% | Add +67.9% | 52,322 | $5.1M |
| Merriman Wealth Management, LLC | 0.21% | Reduce -3.8% | 52,044 | $5.1M |
| Polymer Capital Management (HK) LTD | 1.17% | Add +35.3% | 51,394 | $5.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.23% | Add +8.4% | 51,239 | $5.0M |
| Alexander Labrunerie & Co., Inc. | 2.31% | Add +201.3% | 50,820 | $5.0M |
| Oxinas Partners, LLC | 3.05% | New | 50,764 | $5.0M |
| Redwood Investment Management, LLC | 0.44% | Reduce -43.7% | 50,653 | $5.0M |
| Vantage Financial Partners, LLC | 1.22% | Add +4.4% | 50,273 | $4.9M |
| Meridian Financial Partners LLC | 2.48% | Reduce -1.4% | 49,901 | $4.9M |
| ONE Advisory Partners, LLC | 2.13% | Reduce -2.8% | 49,524 | $4.9M |
| NBT Bank, N.A. | 0.32% | Add +14841.5% | 49,008 | $4.8M |
| Aspect Partners, LLC | 2.68% | Add +28.4% | 48,628 | $4.8M |
| TNF LLC | 1.71% | Reduce -1.4% | 51,280 | $4.8M |
| Wedbush Securities Inc. | 0.18% | Add +19.0% | 48,412 | $4.7M |
| Private Wealth Advisors, LLC | 1.93% | New | 48,179 | $4.7M |
| iA Global Asset Management Inc. | 0.08% | Reduce -41.0% | 47,837 | $4.7M |
| Cavalier Investments, LLC | 1.43% | Reduce -3.7% | 47,515 | $4.7M |
| TSA Wealth Managment LLC | 1.88% | Reduce -0.3% | 47,505 | $4.7M |
| Cooper Financial Group | 0.60% | Add +7.8% | 47,447 | $4.7M |
| Counterweight Ventures, LLC | 3.29% | New | 47,416 | $4.7M |
| HCR Wealth Advisors | 0.61% | Add +1.3% | 47,170 | $4.6M |
| Retirement Capital Strategies | 1.80% | Reduce -5.4% | 46,810 | $4.6M |
| Spire Wealth Management | 0.15% | Add +74.3% | 46,079 | $4.5M |
| Stratos Wealth Advisors, LLC | 0.21% | Reduce -4.0% | 45,598 | $4.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.38% | Reduce -1.7% | 44,994 | $4.4M |
| Madrona Financial Services, LLC | 1.22% | Reduce -73.8% | 44,795 | $4.4M |
| Aveo Capital Partners, LLC | 0.47% | Add +51.2% | 44,671 | $4.4M |
| GDS Wealth Management | 0.42% | Reduce -30.7% | 44,451 | $4.4M |
| Arkadios Wealth Advisors | 0.25% | Add +43.7% | 44,373 | $4.4M |
| USAdvisors Wealth Management, LLC | 1.51% | Add +8.2% | 43,893 | $4.3M |
| Leo Wealth, LLC | 0.40% | Reduce -63.4% | 44,087 | $4.3M |
| Integrated Advisors Network LLC | 0.21% | Reduce -10.4% | 44,062 | $4.3M |
| GeoWealth Management, LLC | 0.15% | Add +16.8% | 44,039 | $4.3M |
| Syntax Research, Inc. | 2.92% | Add +0.6% | 43,990 | $4.3M |
| Fifth Third Bancorp | 0.02% | Reduce -1.9% | 43,948 | $4.3M |
| Summit Wealth Group, LLC | 1.24% | Add +11.5% | 43,887 | $4.3M |
| Correct Capital Wealth Management | 0.95% | Reduce -27.6% | 43,617 | $4.3M |
| Franklin Resources Inc. | 0.00% | Add +5.0% | 45,089 | $4.2M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +35.6% | 42,877 | $4.2M |
| Clear Street Derivatives LLC | 0.07% | New | 42,868 | $4.2M |
| Q3 Asset Management | 0.98% | Reduce -77.8% | 42,854 | $4.2M |
| PFG Advisors | 0.26% | Add +75.1% | 42,660 | $4.2M |
| Private Client Services, LLC | 2.25% | Add +59.1% | 42,620 | $4.2M |
| Riggs Asset Managment Co. Inc. | 1.14% | Add +11090.3% | 42,523 | $4.2M |
| Ategra Capital Management, LLC | 3.03% | Add +33.3% | 42,401 | $4.2M |
| Clear Creek Financial Management, LLC | 0.47% | Add +119.2% | 42,239 | $4.1M |
| Smith Salley Wealth Management | 0.27% | Add +3.2% | 42,136 | $4.1M |
| Hixon Zuercher, LLC | 1.61% | New | 41,908 | $4.1M |
| RFG Advisory, LLC | 0.12% | Reduce -24.2% | 41,747 | $4.1M |
| Pettinga Financial Advisors LLC | 0.97% | Reduce -6.3% | 41,704 | $4.1M |
| FFG Retirement Advisors LLC | 2.66% | Add +28.8% | 41,671 | $4.1M |
| CMC Financial Group | 6.01% | New | 41,655 | $4.1M |
| Beirne Wealth Consulting Services, LLC | 1.43% | Add +1.3% | 41,447 | $4.1M |
| Ridgepath Capital Management LLC | 3.20% | Add +7.1% | 40,849 | $4.0M |
| Lodestar Private Asset Management LLC | 0.51% | Add +8.9% | 40,617 | $4.0M |
| Heritage Wealth Management, Inc. | 3.55% | Add +2.3% | 40,082 | $3.9M |
| Transcend Capital Advisors, LLC | 0.26% | Reduce -4.1% | 39,752 | $3.9M |
| Verus Capital Partners, LLC | 0.38% | Reduce -3.0% | 39,726 | $3.9M |
| Arete Wealth Advisors, LLC | 0.33% | Add +45.6% | 121,048 | $3.9M |
| PAX Financial Group, LLC | 0.69% | Reduce -10.2% | 39,490 | $3.9M |
| Motiv8 Investments LLC | 2.60% | Add +15.6% | 39,367 | $3.9M |
| Scotia Capital Inc. | 0.02% | Add +16.4% | 38,728 | $3.8M |
| Aptus Capital Advisors, LLC | 0.06% | Add +5.0% | 38,573 | $3.8M |
| Modern Wealth Management, LLC | 0.23% | Add +35.3% | 38,497 | $3.8M |
| Signal Advisors Wealth, LLC | 0.54% | New | 38,492 | $3.8M |
| Focus Financial Network, Inc. | 0.15% | Add +61.5% | 38,291 | $3.8M |
| WealthShield Partners, LLC | 0.50% | Add +2.0% | 37,480 | $3.7M |
| Keystone Financial Services | 1.43% | Reduce -9.7% | 37,475 | $3.7M |
| Regal Investment Advisors LLC | 0.26% | Add +11.0% | 37,461 | $3.7M |
| Stableford Capital II LLC | 1.46% | Reduce -0.2% | 38,951 | $3.6M |
| Cahill Financial Advisors Inc. | 0.50% | Add +62.2% | 37,067 | $3.6M |
| Advus Financial Partners, LLC | 1.04% | Reduce -7.6% | 37,025 | $3.6M |
| Cresset Asset Management, LLC | 0.01% | Add +21.1% | 36,865 | $3.6M |
| NWF Advisory Services Inc. | 0.52% | Add +16.9% | 36,705 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.26% | Add +96.3% | 36,671 | $3.6M |
| Sheridan Capital Management, LLC | 2.54% | Reduce -0.5% | 36,652 | $3.6M |
| Boomfish Wealth Group, LLC | 2.20% | Add +317.9% | 36,585 | $3.6M |
| TrinityPoint Wealth, LLC | 0.51% | Reduce -0.4% | 36,350 | $3.6M |
| Beam Wealth Advisors, Inc. | 1.07% | Reduce -0.5% | 35,971 | $3.5M |
| Crabel Capital Management, LLC | 2.47% | Add +78.7% | 35,855 | $3.5M |
| Fortis Capital Advisors, LLC | 1.17% | New | 35,811 | $3.5M |
| Kiley Juergens Wealth Management, LLC | 0.91% | Add +63.1% | 35,792 | $3.5M |
| Tidal Investments LLC | 0.04% | Add +101.5% | 35,749 | $3.5M |
| Bulltick Wealth Management, LLC | 0.86% | Reduce -35.2% | 35,360 | $3.5M |
| Ameritas Advisory Services, LLC | 0.15% | Add +23.2% | 34,890 | $3.4M |
| Aurora Private Wealth, Inc. | 2.68% | Add +548.8% | 34,855 | $3.4M |
| Intergy Private Wealth, LLC | 1.30% | Add +2.3% | 34,675 | $3.4M |
| Hikari Tsushin, Inc. | 0.24% | No change | 34,607 | $3.4M |
| Norden Group LLC | 0.40% | Add +424.4% | 34,579 | $3.4M |
| Camarda Financial Advisors, LLC | 1.27% | Add +67.3% | 34,429 | $3.4M |
| Semmax Financial Advisors Inc. | 0.92% | Add +4.3% | 37,070 | $3.4M |
| Cubist Systematic Strategies, LLC | 0.05% | Add +2.1% | 34,105 | $3.3M |
| Wealth Alliance, LLC | 0.40% | Reduce -24.5% | 33,800 | $3.3M |
| Yoder Wealth Management, Inc. | 1.99% | Add +7.2% | 33,726 | $3.3M |
| Marshall Wace, LLP | 0.00% | Reduce -20.0% | 33,336 | $3.3M |
| FDx Advisors, Inc. | 0.89% | Reduce -17.5% | 33,333 | $3.3M |
| Midwest Financial Group LLC | 1.90% | Add +35.7% | 32,891 | $3.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -7.6% | 32,887 | $3.2M |
| Annex Advisory Services, LLC | 0.10% | Reduce -98.7% | 32,884 | $3.2M |
| Bay Harbor Wealth Management, LLC | 1.03% | Reduce -8.0% | 32,139 | $3.2M |
| Arrow Investment Advisors, LLC | 2.92% | New | 32,014 | $3.1M |
| IFP Advisors, Inc | 0.11% | Reduce -87.5% | 31,869 | $3.1M |
| Global Retirement Partners, LLC | 0.09% | Add +89.0% | 31,827 | $3.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +46.9% | 31,694 | $3.1M |
| Wilmington Savings Fund Society, FSB | 0.06% | New | 31,651 | $3.1M |
| Joule Financial, LLC | 1.13% | Add +46.9% | 31,601 | $3.1M |
| Amitell Capital Pte Ltd | 2.32% | No change | 31,500 | $3.1M |
| BCGM Wealth Management, LLC | 1.00% | Reduce -0.1% | 31,362 | $3.1M |
| Independent Advisor Alliance | 0.11% | Add +2.7% | 31,226 | $3.1M |
| Cardinal Strategic Wealth Guidance | 1.00% | Reduce -3.9% | 31,175 | $3.1M |
| Robinson Value Management, Ltd. | 1.98% | Add +10.2% | 31,128 | $3.1M |
| Erickson Financial Group, LLC | 2.16% | Reduce -0.2% | 30,670 | $3.0M |
| WESPAC Advisors SoCal, LLC | 0.69% | Add +43.4% | 30,546 | $3.0M |
| Roberts Financial Services LLC | 0.56% | Reduce -6.2% | 30,387 | $3.0M |
| Latitude Advisors, LLC | 1.68% | Add +8.7% | 30,248 | $3.0M |
| Good Life Advisors, LLC | 0.18% | Add +193.4% | 30,174 | $3.0M |
| Moulton Wealth Management, Inc. | 2.46% | New | 30,886 | $3.0M |
| Diversify Advisory Services, LLC | 0.16% | Reduce -4.7% | 31,944 | $2.9M |
| BBJS Financial Advisors, LLC | 1.05% | Add +2887.5% | 29,965 | $2.9M |
| Morse Asset Management, Inc | 0.64% | New | 29,851 | $2.9M |
| Formidable Asset Management, LLC | 0.47% | Add +9.5% | 29,805 | $2.9M |
| Consilio Wealth Advisors, LLC | 1.20% | Add +3.2% | 29,756 | $2.9M |
| Beacon Financial Group | 0.32% | Reduce -12.4% | 29,608 | $2.9M |
| Cahill Wealth Management, LLC | 1.49% | Reduce -2.0% | 29,496 | $2.9M |
| Panoramic Investment Advisors, LLC | 2.00% | — | 29,483 | $2.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.41% | Add +36.5% | 29,405 | $2.9M |
| Atlas Financial Advisors, Inc. | 4.56% | Add +0.1% | 29,393 | $2.9M |
| Horizon Wealth Management, LLC | 0.57% | New | 29,194 | $2.9M |
| Black Maple Capital Management LP | 2.14% | No change | 29,000 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -30.1% | 28,665 | $2.8M |
| Vima LLC | 5.75% | Add +12.5% | 28,550 | $2.8M |
| Raymond James Trust N.A. | 0.06% | Reduce -5.6% | 28,407 | $2.8M |
| Sykon Capital LLC | 0.98% | New | 28,384 | $2.8M |
| Cypress Capital Management LLC (WY) | 3.00% | Reduce -0.6% | 28,228 | $2.8M |
| Spectrum Wealth Counsel, LLC | 0.33% | Reduce -9.8% | 28,183 | $2.8M |
| Global Endowment Management, LP | 0.28% | Add +7.7% | 28,000 | $2.7M |
| Smart Money Group LLC | 0.97% | Add +120.5% | 29,527 | $2.7M |
| Gotham Asset Management | 0.03% | Add +3.5% | 27,681 | $2.7M |
| WCG Wealth Advisors LLC | 0.18% | Reduce -20.4% | 27,679 | $2.7M |
| Bright Futures Wealth Management, LLC. | 1.31% | Reduce -26.1% | 29,397 | $2.7M |
| Orrstown Financial Services Inc. | 0.80% | New | 27,544 | $2.7M |
| Alpha Financial Partners LLC | 1.93% | New | 27,529 | $2.7M |
| Ehrlich Financial Group | 1.93% | Add +5.8% | 27,529 | $2.7M |
| Unique Wealth Strategies, LLC | 1.16% | Add +17.8% | 27,525 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -11.5% | 27,358 | $2.7M |
| Signature Wealth Management Group | 1.07% | Reduce -0.1% | 27,198 | $2.7M |
| Insigneo Advisory Services, LLC | 0.27% | Reduce -21.9% | 26,910 | $2.6M |
| Benjamin Edwards Inc. | 0.04% | New | 26,811 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -4.1% | 26,808 | $2.6M |
| Meridian Wealth Management, LLC | 0.13% | New | 26,796 | $2.6M |
| Maripau Wealth Management LLC | 2.28% | Reduce -14.3% | 26,790 | $2.6M |
| Shared Vision Wealth Group LLC | 1.40% | Reduce -14.5% | 26,682 | $2.6M |
| Private Advisory Group LLC | 0.33% | New | 26,498 | $2.6M |
| White Pine Investment CO | 0.71% | Add +4.8% | 26,463 | $2.6M |
| Eq LLC | 1.29% | Add +25.7% | 26,373 | $2.6M |
| 4Thought Financial Group Inc. | 1.59% | Reduce -58.2% | 26,335 | $2.6M |
| RPg Family Wealth Advisory, LLC | 0.83% | Add +6.6% | 26,197 | $2.6M |
| Carr Financial Group Corp | 0.75% | Add +25.4% | 25,773 | $2.5M |
| Boothbay Fund Management, LLC | 0.08% | Reduce -51.5% | 25,610 | $2.5M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -17.4% | 25,471 | $2.5M |
| Moser Wealth Advisors, LLC | 1.30% | Add +12.4% | 25,470 | $2.5M |
| Rakuten Securities, Inc. | 1.08% | Add +76.2% | 25,398 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +5.0% | 26,415 | $2.5M |
| Brown Wealth Management, LLC | 0.89% | Add +5.1% | 25,090 | $2.5M |
| EHP Funds Inc. | 1.72% | New | 25,000 | $2.5M |
| Ogborne Capital Management, LLC | 0.69% | No change | 25,000 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 25,000 | $2.5M |
| Ascentis Independent Advisors | 0.38% | New | 24,979 | $2.5M |
| Legacy Financial Group LLC | 0.47% | Reduce -23.6% | 24,792 | $2.4M |
| Delos Wealth Advisors, LLC | 2.12% | Add +12.5% | 24,764 | $2.4M |
| Visionary Wealth Advisors | 0.15% | Add +50.9% | 24,740 | $2.4M |
| TFB Advisors LLC | 0.72% | New | 24,708 | $2.4M |
| Grant/GrossMendelsohn, LLC | 1.04% | Add +5.6% | 24,563 | $2.4M |
| CWC Advisors, LLC. | 2.37% | — | 24,473 | $2.4M |
| Western Wealth Management, LLC | 0.14% | Add +99.0% | 24,461 | $2.4M |
| Marmo Financial Group, LLC | 1.28% | Reduce -12.3% | 24,458 | $2.4M |
| First Interstate Bank | 0.14% | Reduce -7.9% | 24,074 | $2.4M |
| Security Financial Services, INC. | 0.48% | Reduce -1.3% | 24,030 | $2.4M |
| Joseph P. Lucia & Associates, LLC | 1.08% | Add +18.6% | 23,982 | $2.4M |
| Smith & Howard Wealth Management, LLC | 0.66% | No change | 23,806 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +86.5% | 23,737 | $2.3M |
| Virtue Capital Management, LLC | 0.46% | Reduce -11.4% | 23,448 | $2.3M |
| Vigilare Wealth Management | 0.93% | Reduce -21.5% | 23,392 | $2.3M |
| Cypress Wealth Services, LLC | 0.47% | Reduce -11.6% | 23,305 | $2.3M |
| Alethea Capital Management, LLC | 1.64% | No change | 23,123 | $2.3M |
| Keybank National Association | 0.01% | Reduce -60.0% | 23,118 | $2.3M |
| Keel Point, LLC | 0.19% | Reduce -1.3% | 23,091 | $2.3M |
| Providence Capital Advisors, LLC | 0.45% | Add +1.4% | 22,983 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +24.9% | 22,735 | $2.2M |
| Mayflower Financial Advisors, LLC | 0.33% | Reduce -14.7% | 22,509 | $2.2M |
| Two Sigma Securities, LLC | 0.17% | Reduce -64.1% | 22,488 | $2.2M |
| Hancock Whitney Corp. | 0.07% | Add +461.5% | 22,330 | $2.2M |
| Simplicity Wealth,LLC | 0.20% | Reduce -32.0% | 22,248 | $2.2M |
| MBA Advisors LLC | 1.05% | Add +7.3% | 22,240 | $2.2M |
| Cresta Advisors, Ltd. | 1.13% | Add +4.8% | 22,045 | $2.2M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +0.9% | 21,896 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +113.1% | 21,805 | $2.1M |
| Ashton Thomas Securities, LLC | 0.42% | Reduce -21.5% | 21,786 | $2.1M |
| Merit Financial Group, LLC | 0.05% | Reduce -47.5% | 21,766 | $2.1M |
| Apeiron RIA LLC | 0.61% | Reduce -12.0% | 21,747 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.32% | Add +449.1% | 21,682 | $2.1M |
| Wesbanco Bank Inc. | 0.07% | Reduce -17.8% | 21,229 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +18.0% | 21,060 | $2.1M |
| Strategic Investment Solutions, Inc. | 0.62% | Add +4.9% | 21,035 | $2.1M |
| True Vision MN LLC | 1.23% | Reduce -13.2% | 20,909 | $2.1M |
| Pacifica Partners Inc. | 0.85% | Add +0.2% | 20,898 | $2.1M |
| Hoxton Planning & Management, LLC | 0.79% | Reduce -7.9% | 20,824 | $2.0M |
| Skyline Advisors, Inc. | 0.84% | Reduce -0.9% | 20,818 | $2.0M |
| Financial Advocates Investment Management | 0.12% | Reduce -65.3% | 19,623 | $2.0M |
| Clark Capital Management Group, Inc. | 0.01% | New | 20,708 | $2.0M |
| Lake Street Private Wealth, LLC | 0.33% | Add +12.8% | 20,597 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -79.2% | 20,403 | $2.0M |
| Watershed Private Wealth LLC | 0.80% | Reduce -0.9% | 20,391 | $2.0M |
| Westshore Wealth, LLC | 0.82% | Reduce -11.6% | 20,359 | $2.0M |
| Rovin Capital /Ut/ | 0.73% | New | 20,103 | $2.0M |
| World Investment Advisors | 0.06% | Add +42.9% | 20,033 | $2.0M |
| Sourcerock Group LLC | 0.16% | Reduce -57.7% | 19,900 | $2.0M |
| ABLE Financial Group, LLC | 0.59% | Reduce -39.3% | 19,595 | $1.9M |
| LaSalle St. Investment Advisors, LLC | 0.75% | New | 19,420 | $1.9M |
| Flagship Private Wealth, LLC | 0.98% | New | 19,365 | $1.9M |
| Omega Financial Group, LLC | 0.71% | Add +15.0% | 19,207 | $1.9M |
| Keystone Wealth Services, LLC | 0.52% | Reduce -0.5% | 19,143 | $1.9M |
| Leisure Capital Management | 0.80% | Reduce -66.7% | 19,071 | $1.9M |
| Gryphon Financial Partners LLC | 0.26% | Reduce -0.4% | 19,068 | $1.9M |
| Mma Asset Management LLC | 0.50% | Add +4.8% | 19,553 | $1.9M |
| Frontier Asset Management, LLC | 0.61% | Reduce -1.6% | 18,893 | $1.9M |
| Executive Wealth Management, LLC | 0.14% | New | 18,822 | $1.8M |
| Everstar Asset Management, LLC | 1.25% | — | 18,646 | $1.8M |
| Sage Advisory Services, Ltd.Co. | 0.51% | No change | 19,900 | $1.8M |
| WESPAC Advisors, LLC | 1.33% | Add +124.7% | 18,374 | $1.8M |
| Capital Analysts, LLC | 0.07% | Add +24.0% | 18,362 | $1.8M |
| McAdam, LLC | 0.10% | Reduce -5.2% | 18,299 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +1.2% | 18,218 | $1.8M |
| Altura Wealth Advisors Inc. | 1.17% | Add +18.9% | 18,194 | $1.8M |
| Robbins Farley | 0.90% | Add +4.9% | 18,187 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.84% | Add +2.6% | 18,149 | $1.8M |
| Portside Wealth Group, LLC | 0.30% | New | 18,059 | $1.8M |
| Maia Wealth LLC | 0.44% | Reduce -9.8% | 19,049 | $1.8M |
| Morningstar Investment Services LLC | 0.02% | Add +0.8% | 17,773 | $1.8M |
| First Heartland Consultants, Inc. | 0.19% | Reduce -69.9% | 17,678 | $1.7M |
| Tectonic Advisors LLC | 0.11% | Reduce -0.5% | 17,450 | $1.7M |
| Wakefield Asset Management LLLP | 0.56% | Add +0.4% | 17,421 | $1.7M |
| Wealthgarden F.S. LLC | 1.64% | Add +23.3% | 17,212 | $1.7M |
| Centurion Wealth Management LLC | 0.54% | — | 17,154 | $1.7M |
| Shira Ridge Wealth Management | 0.86% | Add +494.7% | 17,151 | $1.7M |
| Wealthspire Retirement, LLC | 0.14% | Add +0.2% | 17,107 | $1.7M |
| Koa Wealth Management, LLC | 1.29% | Reduce -2.1% | 16,960 | $1.7M |
| Westside Investment Management, Inc. | 0.35% | Add +0.2% | 16,953 | $1.7M |
| Matrix Trust Co | 0.31% | New | 16,886 | $1.7M |
| United Advisor Group, LLC | 0.37% | Add +306.3% | 16,794 | $1.6M |
| Koshinski Asset Management, Inc. | 0.14% | Add +54.3% | 16,578 | $1.6M |
| Mgo One Seven LLC | 0.07% | Add +67.6% | 16,498 | $1.6M |
| Lowery Thomas, LLC | 1.09% | New | 16,335 | $1.6M |
| Fsa Wealth Partners, Inc. | 0.39% | New | 16,320 | $1.6M |
| Spectrum Planning & Advisory Services Inc. | 1.54% | Reduce -24.4% | 16,312 | $1.6M |
| Keebeck Wealth Management | 0.23% | Reduce -5.7% | 16,285 | $1.6M |
| Marathon Trading Investment Management LLC | 0.75% | Reduce -67.7% | 16,226 | $1.6M |
| Claro Advisors Inc. | 0.21% | Reduce -12.2% | 16,198 | $1.6M |
| Optimum Investment Advisors | 0.68% | Add +6.6% | 16,145 | $1.6M |
| GC Wealth Management RIA, LLC | 0.27% | New | 15,991 | $1.6M |
| BayBridge Capital Group, LLC | 1.13% | Add +1.6% | 15,956 | $1.6M |
| Western Financial Corp | 0.89% | Add +586.2% | 15,955 | $1.6M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -88.5% | 15,943 | $1.6M |
| Spectrum Strategic Capital Management, LLC | 1.06% | Reduce -1.3% | 15,887 | $1.6M |
| Etesian Wealth Advisors, Inc. | 0.70% | Add +187.1% | 15,766 | $1.5M |
| HighMark Wealth Management LLC | 0.84% | Add +35.7% | 15,736 | $1.5M |
| Dorsey Wright & Associates | 0.36% | New | 15,587 | $1.5M |
| Boltwood Capital Management | 0.45% | Reduce -0.0% | 15,556 | $1.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -44.1% | 13,120 | $1.5M |
| VitalStone Financial, LLC | 1.04% | Add +75.2% | 15,513 | $1.5M |
| Kickstand Ventures, Llc. | 0.39% | Reduce -10.7% | 15,469 | $1.5M |
| Commons Capital, LLC | 1.67% | No change | 15,400 | $1.5M |
| Natixis | 0.01% | Reduce -16.9% | 15,355 | $1.5M |
| LYNX Capital Group Ltd. | 0.97% | Add +0.8% | 15,332 | $1.5M |
| Goelzer Investment Management, Inc. | 0.08% | Add +0.9% | 15,186 | $1.5M |
| Atlas Private Wealth Advisors | 0.21% | Add +57.4% | 15,051 | $1.5M |
| Argent Advisors, Inc. | 0.55% | New | 15,000 | $1.5M |
| Tradition Wealth Management, LLC | 0.13% | Reduce -20.5% | 14,976 | $1.5M |
| Traphagen Investment Advisors LLC | 0.15% | Reduce -18.9% | 14,956 | $1.5M |
| Global Financial Private Client, LLC | 0.56% | Add +7.1% | 14,741 | $1.4M |
| L.M. Kohn & Company | 0.37% | Add +257.7% | 14,719 | $1.4M |
| Kornitzer Capital Management Inc. | 0.03% | Add +11.5% | 14,674 | $1.4M |
| SignalPoint Asset Management, LLC | 0.34% | Add +0.2% | 14,572 | $1.4M |
| Lifeworks Advisors, LLC | 0.28% | Add +108.4% | 14,600 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.10% | Reduce -10.1% | 14,567 | $1.4M |
| My Legacy Advisors, LLC | 0.56% | Reduce -44.1% | 14,434 | $1.4M |
| Americana Partners, LLC | 0.10% | Reduce -23.2% | 14,405 | $1.4M |
| Detalus Advisors, LLC | 0.47% | Reduce -4.8% | 14,341 | $1.4M |
| KM Capital Management Ltd. | 0.75% | Reduce -44.5% | 14,334 | $1.4M |
| Hollencrest Capital Management | 0.06% | Reduce -8.8% | 14,297 | $1.4M |
| Corebridge Financial, Inc. | 0.01% | No change | 14,200 | $1.4M |
| Certus Wealth Management, LLC | 0.96% | Add +1.9% | 14,134 | $1.4M |
| Ballew Advisors, Inc | 0.93% | Add +2.5% | 14,666 | $1.4M |
| High Note Wealth, LLC | 0.39% | Add +343.6% | 13,991 | $1.4M |
| Accretive Wealth Partners, LLC | 0.57% | Add +27.7% | 13,985 | $1.4M |
| Lane & Associates LLC | 0.74% | Reduce -21.5% | 13,934 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.54% | Add +22.7% | 13,832 | $1.4M |
| Family Firm, Inc. | 0.29% | Add +7.9% | 13,606 | $1.3M |
| Blair William & Co. | 0.00% | Add +16.3% | 13,596 | $1.3M |
| Voya Financial Advisors, Inc. | 0.14% | Add +15.2% | 13,052 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.41% | Reduce -9.8% | 13,002 | $1.3M |
| National Philanthropic Trust | 0.02% | Reduce -4.6% | 12,899 | $1.3M |
| Gilman Hill Asset Management, LLC | 0.21% | Add +179.9% | 12,875 | $1.3M |
| Ashford Capital Management Inc. | 0.15% | Reduce -41.5% | 12,604 | $1.2M |
| Valtinson Bruner Financial Planning LLC | 0.43% | Reduce -17.6% | 12,566 | $1.2M |
| HAP Trading, LLC | 0.62% | New | 12,478 | $1.2M |
| Values First Advisors, Inc. | 0.66% | Add +1.5% | 12,378 | $1.2M |
| Dudley Capital Management, LLC | 0.64% | Reduce -9.0% | 12,377 | $1.2M |
| Titleist Asset Management, LLC | 0.17% | Reduce -3.9% | 12,275 | $1.2M |
| Triad Wealth Partners, LLC | 0.64% | Add +12168.0% | 12,268 | $1.2M |
| Roger Wittlin Investment Advisory, LLC | 0.69% | Reduce -8.5% | 12,217 | $1.2M |
| Banco Santander, S.A. | 0.01% | Reduce -92.7% | 11,975 | $1.2M |
| AdvisorNet Financial, Inc | 0.09% | Reduce -14.1% | 11,952 | $1.2M |
| Vienna Asset Management LLC | 0.87% | Add +13.3% | 11,942 | $1.2M |
| Vicus Capital | 0.10% | Reduce -52.4% | 11,787 | $1.2M |
| AllGen Financial Advisors, Inc. | 0.37% | Reduce -8.8% | 11,713 | $1.1M |
| Affinity Capital Advisors, LLC | 0.22% | Reduce -2.3% | 11,690 | $1.1M |
| E&G Advisors, LLC | 0.32% | No change | 11,669 | $1.1M |
| BluePointe Capital Management, LLC | 0.74% | Reduce -12.4% | 11,592 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +53.1% | 11,552 | $1.1M |
| Tritonpoint Wealth, LLC | 0.10% | Reduce -7.1% | 11,435 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +8.7% | 11,473 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Add +342.5% | 11,466 | $1.1M |
| Strategy Asset Managers LLC | 0.21% | Add +26.8% | 11,363 | $1.1M |
| Hobbs Group Advisors, LLC | 0.40% | Add +1.8% | 11,306 | $1.1M |
| Theory Financial LLC | 0.49% | Reduce -13.3% | 11,970 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +76.0% | 11,180 | $1.1M |
| Paragon Capital Management Inc. | 0.81% | Add +12.3% | 11,169 | $1.1M |
| Diversify Wealth Management, LLC | 0.11% | Reduce -4.1% | 11,877 | $1.1M |
| Carmichael Hill & Associates, Inc. | 0.40% | Add +39.5% | 11,075 | $1.1M |
| Biondo Investment Advisors, LLC | 0.15% | Add +1.1% | 11,055 | $1.1M |
| Founders Financial Securities LLC | 0.10% | Add +77.3% | 11,039 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +19.5% | 10,976 | $1.1M |
| Southeast Asset Advisors, LLC | 0.12% | No change | 10,975 | $1.1M |
| Divergent Wealth Advisors | 0.19% | Add +1.1% | 10,869 | $1.1M |
| J. W. Coons Advisors, LLC | 0.20% | Add +4.8% | 10,722 | $1.1M |
| Vista Investment Partners LLC | 0.33% | New | 10,640 | $1.0M |
| Bessemer Group Inc. | 0.00% | Reduce -4.2% | 10,620 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +53.8% | 10,570 | $1.0M |
| Intrua Financial, LLC | 0.17% | Reduce -37.0% | 10,562 | $1.0M |
| Vermillion & White Wealth Management Group, LLC | 0.77% | Add +7.6% | 10,561 | $1.0M |
| Nwam LLC | 0.06% | New | 10,460 | $1.0M |
| Swan Global Investments, LLC | 0.05% | No change | 10,300 | $1.0M |
| Headinvest, LLC | 0.19% | Add +33.0% | 10,277 | $1.0M |
| Bruce G. Allen Investments, LLC | 0.78% | No change | 10,275 | $1.0M |
| Lyell Wealth Management, LP | 0.09% | Reduce -4.1% | 10,147 | $995K |
| WealthTrust Asset Management, LLC | 0.74% | New | 10,081 | $989K |
| Copperleaf Capital, LLC | 0.75% | Add +3.4% | 10,036 | $984K |
| Bokf, NA | 0.02% | Add +1.0% | 10,146 | $982K |
| Picton Mahoney Asset Management | 0.04% | No change | 10,000 | $981K |
| Clear Investment Research, LLC | 1.27% | Add +2065.4% | 9,961 | $977K |
| Firethorn Wealth Partners, LLC | 0.49% | Reduce -17.0% | 9,916 | $973K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -14.4% | 9,859 | $967K |
| Commerce Bank | 0.01% | Add +32.7% | 9,840 | $965K |
| Arkos Global Advisors | 0.14% | Add +78.0% | 9,622 | $944K |
| Rothschild Wealth LLC | 0.28% | Reduce -56.3% | 7,407 | $943K |
| Catalyst Private Wealth, LLC | 0.46% | Reduce -12.2% | 9,485 | $930K |
| Petra Financial Advisors Inc. | 0.61% | No change | 9,417 | $924K |
| Regimen Wealth, LLC | 0.30% | Add +0.7% | 9,412 | $923K |
| Channel Wealth LLC | 0.30% | Reduce -30.1% | 9,396 | $922K |
| Capital Square, LLC | 0.56% | Add +1.7% | 9,395 | $922K |
| Personal Cfo Solutions, LLC | 0.13% | New | 9,347 | $917K |
| Moors & Cabot, Inc. | 0.04% | Add +1.8% | 9,175 | $900K |
| Clearview Wealth Advisors LLC | 0.69% | Add +9.8% | 9,086 | $891K |
| Ritholtz Wealth Management | 0.03% | Reduce -26.1% | 9,058 | $889K |
| Old National Bancorp | 0.02% | Add +31.8% | 9,015 | $884K |
| Alterna Wealth Management, Inc. | 0.79% | Reduce -1.8% | 8,948 | $878K |
| Graypoint LLC | 0.06% | New | 8,928 | $876K |
| Twin Peaks Wealth Advisors, LLC | 0.40% | Reduce -7.6% | 8,888 | $872K |
| Magnus Financial Group LLC | 0.09% | Add +70.0% | 8,846 | $868K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 8,700 | $858K |
| Fort Point Capital Partners LLC | 0.11% | Reduce -13.2% | 8,694 | $853K |
| Consolidated Portfolio Review Corp | 0.19% | Reduce -8.0% | 8,646 | $848K |
| Clay Northam Wealth Management, LLC | 0.58% | Add +3.0% | 8,640 | $848K |
| Swmg, LLC | 0.35% | Reduce -28.3% | 9,324 | $837K |
| RPS Advisory Solutions LLC | 0.60% | New | 8,497 | $834K |
| Arrowroot Family Office, LLC | 0.49% | Reduce -22.8% | 8,492 | $833K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 8,458 | $830K |
| Slagle Financial, LLC | 0.37% | Add +18.7% | 8,448 | $829K |
| HBW Advisory Services LLC | 0.12% | Add +155.8% | 8,422 | $826K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.35% | No change | 8,370 | $821K |
| Lewis Asset Management, LLC | 0.60% | Add +42.1% | 8,351 | $819K |
| Guidance Capital, Inc. | 0.26% | Add +25.0% | 8,724 | $819K |
| Tortoise Investment Management, LLC | 0.09% | Add +5.1% | 8,327 | $817K |
| LGT Financial Advisors LLC | 1.97% | Add +26.6% | 8,152 | $800K |
| Choreo, LLC | 0.01% | Add +18.5% | 7,995 | $790K |
| Objective Capital Management, LLC | 0.46% | — | 8,016 | $786K |
| Sugar Maple Asset Management, LLC | 0.68% | New | 8,000 | $785K |
| Shay Capital LLC | 0.23% | Reduce -2.2% | 7,920 | $777K |
| Capital Advisors Wealth Management, LLC | 0.14% | Add +42.6% | 7,889 | $774K |
| Auxano Advisors, LLC | 0.20% | Add +1.0% | 7,877 | $773K |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -93.3% | 7,794 | $765K |
| Legacy Private Trust Co. | 0.05% | Add +5.3% | 7,729 | $758K |
| New Century Financial Group, LLC | 0.28% | Reduce -8.5% | 7,669 | $752K |
| Howard Bailey Securities, LLC | 0.28% | — | 7,668 | $752K |
| Ranch Capital Advisors Inc. | 0.35% | Add +77.8% | 7,667 | $752K |
| WealthPLAN Partners, LLC | 0.10% | Reduce -48.7% | 7,606 | $746K |
| Caldwell Sutter Capital, Inc. | 0.35% | Add +2.0% | 7,592 | $745K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.2% | 7,583 | $744K |
| LifePro Asset Management | 0.45% | Reduce -17.0% | 7,472 | $733K |
| Tempus Wealth Planning, LLC | 0.27% | Reduce -28.6% | 7,471 | $733K |
| Briaud Financial Planning Inc | 0.38% | No change | 7,448 | $732K |
| Dentgroup LLC | 0.54% | Add +19.8% | 7,405 | $726K |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -24.8% | 7,394 | $725K |
| Invictus Private Wealth, LLC | 0.06% | Reduce -3.6% | 7,365 | $723K |
| Integrated Investment Consultants, LLC | 0.16% | Add +25.7% | 7,339 | $720K |
| Private Trust Co. NA | 0.07% | Add +79.5% | 7,263 | $713K |
| IPG Investment Advisors LLC | 0.15% | Add +11.2% | 7,214 | $708K |
| Dover Advisors, LLC | 0.40% | Add +29.6% | 7,178 | $704K |
| Concorde Asset Management, LLC | 0.39% | Add +9.9% | 7,096 | $696K |
| Mosley Wealth Management | 0.47% | Add +1.4% | 7,475 | $689K |
| Capital Markets Trading UK LLP | 0.63% | Reduce -42.0% | 6,936 | $680K |
| Fullcircle Wealth LLC | 0.30% | Reduce -13.1% | 7,350 | $675K |
| AQR Capital Management | 0.00% | New | 6,850 | $672K |
| RDA Financial Network | 0.21% | Reduce -4.0% | 6,792 | $666K |
| Exchange Traded Concepts, LLC | 0.02% | New | 6,721 | $659K |
| NorthRock Partners, LLC | 0.02% | Reduce -50.1% | 6,712 | $658K |
| Gateway Wealth Partners, LLC | 0.18% | Reduce -25.9% | 6,710 | $658K |
| RCS Financial Planning, LLC | 0.37% | Reduce -17.4% | 6,707 | $658K |
| Wade Financial Advisory, Inc | 0.22% | Add +6.0% | 6,654 | $653K |
| Westfuller Advisors, LLC | 0.47% | — | 6,606 | $648K |
| Sovereign Financial Group, Inc. | 0.15% | Add +2.7% | 6,605 | $648K |
| Kovack Advisors, Inc. | 0.07% | Reduce -1.0% | 6,599 | $647K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -13.4% | 6,598 | $647K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -12.2% | 7,178 | $645K |
| Fulcrum Equity Management | 0.54% | Reduce -1.1% | 6,527 | $640K |
| United Asset Strategies, Inc. | 0.06% | Reduce -1.2% | 6,484 | $636K |
| Rooted Wealth Advisors, Inc. | 0.28% | Reduce -7.9% | 6,699 | $635K |
| Lantern Wealth Advisors, LLC | 0.44% | Add +36.8% | 6,424 | $630K |
| BCU Wealth Advisors, LLC | 0.37% | Reduce -13.2% | 6,376 | $625K |
| Aspen Wealth Strategies, LLC | 0.40% | Add +0.7% | 6,370 | $625K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +43.2% | 6,363 | $624K |
| MA Private Wealth | 0.12% | Add +0.3% | 6,346 | $623K |
| Stewardship Advisors, LLC | 0.17% | Reduce -13.5% | 6,290 | $617K |
| Forbes Financial Planning, Inc. | 0.44% | Add +25.4% | 6,234 | $612K |
| Empirical Asset Management, LLC | 0.22% | Add +2.5% | 6,220 | $610K |
| Lion Street Advisors, LLC | 0.21% | New | 6,202 | $608K |
| Allworth Financial LP | 0.00% | Reduce -29.8% | 6,200 | $608K |
| Inscription Capital, LLC | 0.09% | New | 6,193 | $608K |
| Advisory Alpha, LLC | 0.02% | Add +48.7% | 6,148 | $603K |
| Schroder Investment Management Group | 0.00% | Reduce -62.4% | 6,100 | $601K |
| Prelude Capital Management, LLC | 0.05% | Reduce -57.1% | 6,121 | $600K |
| MMBG Investment Advisors Co. | 0.06% | Add +168.1% | 6,086 | $597K |
| W Advisors, LLC | 0.37% | Reduce -15.3% | 6,044 | $593K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +34.5% | 6,043 | $593K |
| Saxon Interests, Inc. | 0.27% | Reduce -1.3% | 6,039 | $592K |
| Tru Independence Asset Management 2, LLC | 0.50% | — | 6,038 | $592K |
| Herold Advisors, Inc. | 0.13% | Add +37.5% | 6,030 | $592K |
| SpiderRock Advisors, LLC | 0.01% | New | 6,000 | $589K |
| Johnson Financial Group, Inc. | 0.03% | Add +13827.9% | 5,989 | $588K |
| Financial Counselors Inc. | 0.01% | Reduce -21.2% | 5,989 | $588K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +115.9% | 5,945 | $583K |
| Lwmg, LLC | 0.11% | Reduce -95.6% | 5,916 | $580K |
| Bush Investment Group, LLC | 0.46% | Reduce -14.8% | 5,873 | $576K |
| Burford Brothers, Inc. | 0.30% | Reduce -4.9% | 5,793 | $568K |
| LifePlan Investment Advisors, Inc. | 0.36% | Reduce -2.8% | 5,785 | $568K |
| Commonwealth Financial Services, LLC | 0.11% | Reduce -96.0% | 5,762 | $567K |
| Foguth Wealth Management, LLC. | 0.21% | Add +1.1% | 5,951 | $565K |
| Unique Wealth, LLC | 0.13% | New | 5,757 | $565K |
| Life Line Wealth Management LLC | 0.20% | Reduce -98.6% | 5,696 | $559K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -34.2% | 5,640 | $553K |
| Andrew Hill Investment Advisors, Inc. | 0.41% | New | 5,618 | $551K |
| Betterment LLC | 0.00% | Add +125.5% | 5,589 | $548K |
| Indie Asset Partners, LLC | 0.41% | Reduce -69.5% | 5,567 | $546K |
| Elios Financial Group Inc. | 0.25% | — | 5,524 | $542K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -0.7% | 5,484 | $538K |
| First Hawaiian Bank | 0.02% | New | 5,475 | $537K |
| Meridian Wealth Advisors, LLC | 0.09% | Add +48.4% | 5,427 | $532K |
| Oak Family Advisors, LLC | 0.19% | Reduce -48.9% | 5,365 | $526K |
| NDWM LLC | 0.43% | Reduce -86.5% | 5,363 | $526K |
| Regions Financial Corp. | 0.00% | Reduce -5.5% | 5,351 | $525K |
| Florida Financial Advisors, LLC | 0.27% | New | 5,345 | $524K |
| Gen-Wealth Partners Inc | 0.23% | Reduce -16.2% | 5,676 | $524K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -0.6% | 5,304 | $520K |
| Prudential PLC | 0.00% | Reduce -97.1% | 5,300 | $520K |
| Advisors Asset Management, Inc. | 0.01% | Add +56.4% | 5,281 | $518K |
| Accurate Wealth Management, LLC | 0.10% | Add +128.1% | 5,427 | $515K |
| Sutton Place Investors LLC | 0.31% | Reduce -22.4% | 5,223 | $512K |
| RAM Investment Partners, LLC | 0.13% | Add +137.1% | 5,215 | $512K |
| GenTrust, LLC | 0.02% | New | 5,168 | $507K |
| Acas, LLC | 0.42% | Reduce -0.5% | 5,165 | $507K |
| K.J. Harrison & Partners Inc | 0.08% | Reduce -84.2% | 5,470 | $504K |
| Beacon Financial Advisory LLC | 0.17% | Add +36.6% | 5,128 | $503K |
| Dohj, LLC | 0.12% | New | 5,144 | $502K |
| Synovus Financial Corp. | 0.01% | Add +27.4% | 5,076 | $498K |
| Forefront Analytics, LLC | 0.23% | Reduce -14.3% | 5,035 | $494K |
| Eagle Global Advisors LLC | 0.02% | Reduce -23.8% | 4,965 | $487K |
| Level Four Advisory Services, LLC | 0.02% | Add +2.7% | 5,239 | $484K |
| Rothschild Investment LLC | 0.03% | Reduce -63.9% | 4,933 | $484K |
| Avid Wealth Partners LLC | 0.34% | Reduce -48.8% | 4,926 | $483K |
| Parallel Advisors, LLC | 0.01% | Reduce -11.6% | 4,910 | $482K |
| Summa Corp. | 0.23% | New | 4,850 | $476K |
| Smith, Moore & Co. | 0.04% | Add +77.6% | 4,806 | $471K |
| Bluefin Capital Management, LLC | 0.52% | New | 4,800 | $471K |
| Wedgewood Investors Inc. | 0.51% | Reduce -8.6% | 4,791 | $470K |
| Independent Wealth Network Inc. | 0.21% | New | 4,744 | $465K |
| Fonville Wealth Management LLC | 0.16% | No change | 4,700 | $461K |
| Canandaigua National Trust Co of Florida | 0.39% | — | 4,676 | $459K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.9% | 4,672 | $458K |
| Narus Financial Partners, LLC | 0.16% | New | 4,642 | $455K |
| LexAurum Advisors, LLC | 0.10% | Reduce -66.3% | 4,620 | $453K |
| Vertex Planning Partners, LLC | 0.11% | Reduce -21.8% | 4,573 | $449K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -2.9% | 4,567 | $448K |
| Capital Investment Advisors, LLC | 0.01% | Add +7.8% | 4,557 | $447K |
| Global Assets Advisory, LLC | 0.24% | Reduce -11.0% | 4,501 | $443K |
| Warren Street Wealth Advisors, LLC | 0.18% | Reduce -10.0% | 4,500 | $441K |
| Marshall Financial Group, LLC | 0.10% | Reduce -18.8% | 4,470 | $438K |
| Weaver Consulting Group | 0.14% | No change | 4,451 | $437K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -71.2% | 4,435 | $435K |
| Second Half Financial Partners, LLC | 0.23% | New | 4,435 | $435K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -26.9% | 4,414 | $433K |
| Avior Wealth Management, LLC | 0.02% | Reduce -65.9% | 4,390 | $431K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +119.9% | 4,382 | $430K |
| Stokes Family Office, LLC | 0.05% | Add +89.8% | 4,376 | $429K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +2.3% | 4,374 | $429K |
| Gibbs Wealth Management | 0.14% | New | 4,343 | $426K |
| Power Wealth Management LLC | 0.18% | Reduce -4.7% | 4,331 | $425K |
| Realta Investment Advisors | 0.19% | Reduce -10.1% | 4,500 | $422K |
| Resurgent Financial Advisors LLC | 0.25% | Add +27.3% | 4,298 | $422K |
| Mendel Capital Management LLC | 0.26% | Add +36.2% | 4,269 | $419K |
| LMR Partners LLP | 0.01% | Reduce -96.6% | 4,245 | $416K |
| Blueprint Investment Partners LLC | 0.08% | New | 4,235 | $415K |
| FSB Premier Wealth Management, Inc. | 0.17% | Add +28.1% | 4,222 | $414K |
| Lido Advisors, LLC | 0.00% | Reduce -22.5% | 4,215 | $414K |
| Ewa, LLC | 0.15% | New | 4,566 | $412K |
| Charter Oak Capital Management, LLC | 0.04% | Add +36.3% | 4,202 | $412K |
| StoneX Group Inc. | 0.03% | Add +81.0% | 4,196 | $412K |
| Caldwell Trust Co | 0.04% | Reduce -2.0% | 4,130 | $405K |
| Quadcap Wealth Management, LLC | 0.06% | New | 4,127 | $405K |
| Fortitude Advisory Group L.L.C. | 0.26% | No change | 4,121 | $404K |
| Running Point Capital Advisors, LLC | 0.16% | No change | 4,112 | $403K |
| Midwest Heritage Bank, FSB | 0.19% | Add +65.8% | 4,109 | $403K |
| Clarus Wealth Advisors | 0.20% | Reduce -4.4% | 4,236 | $402K |
| CPC Advisors, LLC | 0.06% | Add +1.3% | 4,088 | $401K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 4,058 | $398K |
| Patten & Patten Inc. | 0.03% | Add +1.3% | 4,040 | $396K |
| Optivise Advisory Services LLC | 0.21% | Add +0.8% | 4,031 | $395K |
| JT Stratford LLC | 0.07% | Add +1.4% | 4,019 | $394K |
| Clare Market Investments LLC | 0.10% | Reduce -54.4% | 3,984 | $391K |
| Core Wealth Partners LLC | 0.23% | New | 3,950 | $388K |
| Procyon Advisors, LLC | 0.03% | Reduce -97.8% | 3,913 | $384K |
| Aspire Private Capital, LLC | 0.09% | Reduce -37.5% | 3,909 | $383K |
| Tranquilli Financial Advisor LLC | 0.24% | Reduce -3.1% | 3,900 | $383K |
| MCF Advisors LLC | 0.03% | Reduce -0.5% | 3,893 | $382K |
| XTX Topco Ltd | 0.03% | Reduce -72.0% | 3,867 | $379K |
| Absolute Capital Management, LLC | 0.22% | Add +2.7% | 3,845 | $377K |
| TrueMark Investments, LLC | 0.12% | Reduce -4.5% | 3,840 | $377K |
| Caitlin John, LLC | 0.24% | Add +1925.8% | 4,153 | $373K |
| Keystone Financial Group | 0.05% | New | 3,791 | $372K |
| Valmark Advisers, Inc. | 0.01% | Reduce -6.9% | 3,784 | $371K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 3,772 | $370K |
| Heritage Wealth Partners, LLC | 0.43% | New | 3,739 | $367K |
| ORG Partners LLC | 0.06% | Reduce -19.0% | 3,725 | $366K |
| Atlanta Consulting Group Advisors, LLC | 0.09% | New | 3,725 | $365K |
| OMNI 360 Wealth, Inc. | 0.25% | Reduce -1.2% | 3,680 | $361K |
| Park Place Capital Corp | 0.10% | Reduce -9.5% | 3,635 | $357K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -3.3% | 3,592 | $352K |
| Ballast Advisors LLC | 0.11% | Reduce -23.8% | 3,588 | $352K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 3,581 | $351K |
| WR Wealth Planners, LLC | 0.10% | Add +1.3% | 3,577 | $351K |
| Montag A & Associates Inc. | 0.02% | No change | 3,567 | $350K |
| One Charles Private Wealth Services, LLC | 0.13% | Reduce -77.1% | 3,535 | $347K |
| Latko Wealth Management, Ltd. | 0.21% | — | 3,509 | $344K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 3,500 | $343K |
| Coastwise Capital Group, LLC | 0.28% | Add +5.7% | 3,491 | $342K |
| Renasant Bank | 0.22% | No change | 3,467 | $340K |
| Banque Cantonale Vaudoise | 0.01% | Add +0.6% | 3,433 | $336K |
| Hutchens & Kramer Investment Management Group, LLC | 0.19% | Add +14.2% | 3,404 | $335K |
| WMG Financial Advisors, LLC | 0.15% | Reduce -27.2% | 3,414 | $335K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +20.2% | 3,368 | $330K |
| SageView Advisory Group, LLC | 0.02% | New | 3,309 | $325K |
| Cadinha & Co. LLC | 0.06% | Reduce -2.7% | 3,308 | $325K |
| Kaizen Financial Strategies | 0.19% | New | 3,292 | $323K |
| Pinion Investment Advisors, LLC | 0.14% | New | 3,290 | $323K |
| Islay Capital Management, LLC | 0.22% | No change | 3,266 | $320K |
| Farnam Financial LLC | 0.35% | — | 3,247 | $319K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -0.2% | 3,208 | $315K |
| CWA Asset Management Group, LLC | 0.02% | — | 3,200 | $314K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -24.4% | 3,150 | $309K |
| Fidelis Capital Partners, LLC | 0.04% | New | 3,354 | $309K |
| Lansing Street Advisors | 0.11% | Add +0.5% | 3,131 | $307K |
| Genesee Capital Advisors, LLC | 0.15% | Add +0.8% | 3,127 | $307K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +12.1% | 3,124 | $306K |
| Composition Wealth, LLC | 0.01% | New | 3,086 | $303K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +11.9% | 3,079 | $302K |
| American Institute for Advanced Investment Management, LLP | 0.21% | New | 3,060 | $300K |
| Kingdom Financial Group LLC. | 0.22% | Reduce -7.6% | 3,043 | $299K |
| King Wealth Management Group | 0.05% | Reduce -5.0% | 3,036 | $298K |
| Cary Street Partners Asset Management LLC | 0.04% | New | 3,032 | $297K |
| Family Asset Management, LLC | 0.18% | Reduce -4.4% | 3,022 | $296K |
| Bison Wealth, LLC | 0.05% | Reduce -60.7% | 3,014 | $296K |
| Maxwell Wealth Strategies Inc. | 0.12% | Reduce -36.5% | 3,114 | $289K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -46.2% | 2,911 | $286K |
| SPC Financial, Inc. | 0.03% | Add +14.8% | 2,910 | $285K |
| Argent Trust Co | 0.01% | New | 2,895 | $284K |
| Certuity, LLC | 0.03% | Reduce -19.4% | 2,883 | $283K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -38.0% | 2,853 | $280K |
| Tiemann Investment Advisors, LLC | 0.12% | Reduce -2.2% | 2,850 | $280K |
| Trexquant Investment LP | 0.00% | New | 2,843 | $279K |
| Primoris Wealth Advisors, LLC | 0.20% | New | 2,837 | $278K |
| Merkkuri Wealth Advisors LLC | 0.22% | Reduce -2.4% | 2,807 | $275K |
| Oliver Lagore Vanvalin Investment Group | 0.07% | Reduce -91.5% | 2,805 | $275K |
| BlueChip Wealth Advisors LLC | 0.14% | New | 2,731 | $268K |
| Kestra Investment Management, LLC | 0.01% | New | 2,715 | $266K |
| Penbrook Management LLC | 0.17% | New | 2,695 | $264K |
| Dearborn Partners LLC | 0.01% | Add +9.9% | 2,693 | $264K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -37.8% | 2,690 | $264K |
| XML Financial, LLC | 0.02% | New | 2,689 | $264K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +1.3% | 2,686 | $263K |
| Maiden Cove Capital, LLC | 0.41% | Add +3.3% | 2,673 | $262K |
| Financial Network Wealth Advisors LLC | 0.21% | New | 2,643 | $259K |
| Whittier Trust Co. | 0.00% | No change | 2,599 | $255K |
| Canopy Partners, LLC | 0.11% | Reduce -44.5% | 2,591 | $254K |
| Painted Porch Advisors LLC | 0.13% | Add +3426.0% | 2,574 | $253K |
| Camelot Technology Advisors, Inc. | 0.22% | Reduce -0.2% | 2,573 | $252K |
| Credit Agricole S A | 0.00% | New | 2,544 | $250K |
| KFG Wealth Management, LLC | 0.05% | No change | 2,522 | $247K |
| Strait & Sound Wealth Management LLC | 0.12% | New | 2,500 | $245K |
| KPP Advisory Services LLC | 0.06% | No change | 2,500 | $245K |
| Rice Partnership, LLC | 0.05% | No change | 2,484 | $244K |
| Pinnacle Family Advisors, LLC | 0.13% | Add +6.3% | 2,472 | $242K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -60.4% | 2,458 | $242K |
| Rede Wealth, LLC | 0.09% | Reduce -0.5% | 2,446 | $240K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Add +20.2% | 2,444 | $239K |
| Sloy Dahl & Holst, LLC | 0.04% | No change | 2,405 | $236K |
| Legacy Trust | 0.05% | No change | 2,384 | $234K |
| Riverwater Partners LLC | 0.11% | Reduce -2.7% | 2,364 | $231K |
| Milestone Asset Management, LLC | 0.05% | Reduce -18.6% | 2,350 | $231K |
| Heritage Family Offices, LLP | 0.12% | New | 2,350 | $231K |
| Private Portfolio Partners LLC | 0.04% | New | 2,345 | $230K |
| Catalina Capital Group, LLC | 0.08% | Reduce -35.3% | 2,342 | $230K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +45.6% | 2,331 | $229K |
| Algorithmic Investment Models, LLC | 0.17% | New | 2,330 | $229K |
| Amarillo National Bank | 0.04% | No change | 2,304 | $226K |
| Accredited Investors Inc. | 0.01% | Reduce -5.7% | 2,303 | $226K |
| Ignite Planners, LLC | 0.05% | New | 2,276 | $223K |
| American Investment Services, Inc. | 0.04% | No change | 2,275 | $223K |
| Trilogy Capital Inc. | 0.01% | Reduce -11.1% | 2,274 | $223K |
| Straight Path Wealth Management | 0.10% | No change | 2,250 | $221K |
| Firestone Capital Management | 0.06% | New | 2,247 | $220K |
| Walker Asset Management, LLC | 0.14% | Reduce -3.9% | 2,243 | $220K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 2,237 | $219K |
| Avaii Wealth Management, LLC | 0.11% | New | 2,235 | $219K |
| Secure Asset Management, LLC | 0.04% | New | 2,232 | $219K |
| Insight Advisors, LLC/ PA | 0.04% | New | 2,229 | $219K |
| HB Wealth Management, LLC | 0.00% | Reduce -50.4% | 2,209 | $217K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -7.2% | 2,201 | $216K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -69.9% | 2,157 | $213K |
| Brighton Jones LLC | 0.01% | New | 2,146 | $211K |
| 9258 Wealth Management, LLC | 0.03% | New | 2,143 | $210K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -19.5% | 2,142 | $210K |
| Cox Capital Mgt LLC | 0.13% | New | 2,142 | $210K |
| O'ROURKE & COMPANY, Inc | 0.10% | Reduce -7.0% | 2,138 | $210K |
| Ancora Advisors LLC | 0.00% | Reduce -24.5% | 2,137 | $210K |
| Financial Sense Advisors, Inc. | 0.06% | New | 2,127 | $209K |
| FWL Investment Management, LLC | 0.08% | Add +33.7% | 2,125 | $208K |
| FSC Wealth Advisors, LLC | 0.15% | Add +4.5% | 2,113 | $207K |
| Pflug Koory, LLC | 0.01% | — | 2,109 | $207K |
| Saxony Capital Management, LLC | 0.19% | Reduce -24.7% | 2,103 | $206K |
| Sound Income Strategies, LLC | 0.01% | Reduce -46.5% | 2,079 | $204K |
| Stonebrook Private Inc. | 0.05% | Reduce -94.4% | 2,078 | $204K |
| Rinkey Investments | 0.07% | New | 2,072 | $203K |
| First Citizens Bank & Trust Co. | 0.00% | New | 2,056 | $202K |
| Eastern Bank | 0.00% | New | 1,988 | $195K |
| Kings Path Partners LLC | 0.08% | Add +3.3% | 1,980 | $194K |
| Larson Financial Group LLC | 0.01% | Add +5.7% | 1,913 | $188K |
| Wells Financial Advisors INC | 0.25% | Reduce -92.7% | 1,857 | $182K |
| Castleview Partners, LLC | 0.10% | Add +195.5% | 1,791 | $176K |
| Maryland Capital Advisors Inc. | 0.08% | No change | 1,772 | $174K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | Add +0.1% | 1,683 | $165K |
| FinTrust Capital Advisors, LLC | 0.03% | Reduce -17.7% | 1,682 | $165K |
| Pineridge Advisors LLC | 0.06% | Add +20.5% | 1,662 | $163K |
| Ransom Advisory, Ltd | 0.07% | Reduce -40.4% | 1,625 | $159K |
| Clean Yield Group | 0.05% | No change | 1,580 | $155K |
| UMB Bank, n.a. | 0.00% | Add +51.1% | 1,523 | $149K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,487 | $146K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +267.9% | 1,376 | $135K |
| Aspire Wealth Management Corp | 0.07% | Reduce -25.3% | 1,375 | $135K |
| Tucker Asset Management LLC | 0.03% | Add +16.3% | 1,370 | $134K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +27.1% | 1,351 | $133K |
| Windsor Advisory Group, LLC | 0.15% | New | 1,321 | $130K |
| Colonial Trust Co / SC | 0.02% | Add +57.9% | 1,263 | $124K |
| First PREMIER Bank | 0.03% | No change | 1,172 | $115K |
| New Republic Capital, LLC | 0.06% | New | 1,149 | $113K |
| Arrow Financial Corp | 0.01% | No change | 1,128 | $111K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +14.0% | 1,117 | $110K |
| Tsfg, LLC | 0.02% | Reduce -77.1% | 1,109 | $109K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -1.7% | 1,097 | $108K |
| Parkside Financial Bank & Trust | 0.01% | Add +33.3% | 1,052 | $103K |
| Loomis Sayles & Co. L P | 0.00% | Add +152.3% | 1,047 | $103K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 1,036 | $102K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +19.1% | 1,015 | $100K |
| Zions Bancorporation, N.A. | 0.01% | No change | 1,005 | $99K |
| Morling Financial Advisors, LLC | 0.04% | New | 1,003 | $98K |
| Mitchell Sinkler & Starr | 0.02% | New | 1,000 | $98K |
| Princeton Global Asset Management LLC | 0.02% | Add +2.2% | 920 | $90K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.9% | 913 | $90K |
| International Assets Investment Management, LLC | 0.01% | Reduce -3.9% | 902 | $88K |
| Signaturefd, LLC | 0.00% | Add +100.7% | 899 | $88K |
| Cranbrook Wealth Management, LLC | 0.02% | New | 879 | $86K |
| Raleigh Capital Management Inc. | 0.03% | Reduce -38.3% | 856 | $84K |
| Crewe Advisors LLC | 0.01% | Add +5.0% | 774 | $76K |
| Operose Advisors LLC | 0.02% | Add +956.2% | 771 | $76K |
| FAS Wealth Partners, Inc. | 0.01% | Add +2.8% | 770 | $76K |
| Cape Investment Advisory, Inc. | 0.03% | Add +16.1% | 764 | $75K |
| Main Street Group, LTD | 0.03% | Add +248.2% | 752 | $74K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Add +1812.8% | 746 | $73K |
| Rise Advisors, LLC | 0.03% | Reduce -26.6% | 715 | $70K |
| Lanark Financial, Inc. | 0.01% | Reduce -28.3% | 706 | $69K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -38.3% | 743 | $68K |
| Wintrust Investments LLC | 0.05% | Reduce -79.9% | 670 | $65K |
| PSI Advisors, LLC | 0.02% | Add +58.4% | 654 | $64K |
| NWK Group, Inc. | 0.03% | Add +0.2% | 640 | $63K |
| Hartford Financial Management Inc. | 0.01% | No change | 608 | $60K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | New | 602 | $59K |
| Equitec Proprietary Markets, LLC | 0.54% | No change | 600 | $59K |
| WFA of San Diego, LLC | 0.05% | No change | 600 | $59K |
| Addison Advisors LLC | 0.02% | No change | 567 | $56K |
| Colonial Trust Advisors | 0.00% | No change | 565 | $55K |
| Arlington Trust Co LLC | 0.01% | No change | 561 | $55K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Reduce -13.9% | 540 | $53K |
| Private Capital Management LLC | 0.01% | New | 526 | $52K |
| Founders Financial Alliance, LLC | 0.01% | Add +32.6% | 520 | $51K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 519 | $48K |
| Solstein Capital, LLC | 0.03% | Reduce -84.9% | 480 | $47K |
| Planning Capital Management Corp | 0.03% | No change | 450 | $44K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 445 | $44K |
| LRI Investments, LLC | 0.00% | No change | 470 | $42K |
| Fourpath Capital Management, LLC | 0.01% | New | 425 | $42K |
| MGB Wealth Management, LLC | 0.01% | Reduce -0.3% | 406 | $40K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 402 | $39K |
| Anfield Capital Management, LLC | 0.01% | No change | 395 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 369 | $36K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 357 | $35K |
| Ascentis Wealth Management, LLC | 0.01% | — | 357 | $35K |
| Hanson & Doremus Investment Management | 0.01% | No change | 351 | $34K |
| Gould Capital, LLC | 0.02% | No change | 340 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -54.7% | 336 | $33K |
| REAP Financial Group, LLC | 0.01% | Reduce -9.7% | 327 | $32K |
| Salomon & Ludwin, LLC | 0.00% | Add +50.0% | 300 | $29K |
| Raffa Wealth Management, LLC | 0.01% | No change | 287 | $28K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.7% | 283 | $28K |
| St Germain D J Co. Inc. | 0.00% | No change | 275 | $27K |
| Trust Co. of Vermont | 0.00% | No change | 260 | $26K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 258 | $25K |
| Ridgewood Investments LLC | 0.01% | Reduce -44.6% | 251 | $25K |
| Element Wealth, LLC | 0.01% | Add +12.8% | 247 | $24K |
| Studio Investment Management LLC | 0.00% | New | 232 | $23K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -18.4% | 221 | $22K |
| Investors Research Corp | 0.00% | No change | 217 | $21K |
| West Branch Capital LLC | 0.01% | Add +0.9% | 214 | $21K |
| Summit Securities Group LLC | 0.01% | Reduce -80.0% | 200 | $20K |
| Van Eck Associates Corp. | 0.00% | New | 216 | $20K |
| Biltmore Family Office, LLC | 0.00% | No change | 203 | $20K |
| Barrett & Company, Inc. | 0.01% | No change | 200 | $20K |
| Bray Capital Advisors | 0.00% | No change | 190 | $19K |
| Motco | 0.00% | New | 190 | $19K |
| St. Johns Investment Management Company, LLC | 0.01% | New | 189 | $19K |
| Ravenstone Capital Management Inc. | 0.01% | No change | 180 | $18K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 179 | $18K |
| Wolff Wiese Magana LLC | 0.01% | New | 175 | $17K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 171 | $17K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -22.7% | 170 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -4.3% | 157 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 153 | $15K |
| LFA - Lugano Financial Advisors SA | 0.01% | No change | 145 | $14K |
| Financial Gravity Companies, Inc. | 0.00% | — | 144 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 140 | $14K |
| Lindbrook Capital, LLC | 0.00% | Add +13800.0% | 139 | $14K |
| Logan Capital Management Inc. | 0.00% | No change | 135 | $13K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 128 | $13K |
| Stephens Consulting, LLC | 0.00% | New | 125 | $12K |
| Reston Wealth Management LLC | 0.00% | New | 117 | $11K |
| CKW Financial Group | 0.00% | No change | 116 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 105 | $10K |
| Archer Investment Corp | 0.00% | No change | 100 | $10K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 100 | $10K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 100 | $10K |
| Northwest Capital Management Inc | 0.00% | Reduce -31.9% | 98 | $10K |
| Towne Trust Company, N.A | 0.00% | New | 89 | $9K |
| TruNorth Capital Management, LLC | 0.00% | New | 85 | $8K |
| Creekmur Asset Management LLC | 0.00% | Reduce -24.8% | 85 | $8K |
| Coston, McIsaac & Partners | 0.00% | No change | 90 | $8K |
| Atlantic Private Wealth, LLC | 0.01% | New | 81 | $8K |
| Kimelman & Baird, LLC | 0.00% | No change | 73 | $7K |
| Darwin Wealth Management, LLC | 0.00% | New | 72 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 72 | $7K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +169.2% | 70 | $7K |
| PFG Private Wealth Management, LLC | 0.00% | New | 68 | $7K |
| Howe & Rusling Inc. | 0.00% | Add +12.1% | 65 | $6K |
| Sandy Spring Bank | 0.00% | No change | 64 | $6K |
| Evermay Wealth Management LLC | 0.00% | New | 57 | $6K |
| Asset Dedication, LLC | 0.00% | New | 56 | $5K |
| IFS Advisors, LLC | 0.00% | No change | 50 | $5K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 48 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 46 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 46 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 45 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -77.2% | 39 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 38 | $4K |
| TD Capital Management LLC | 0.00% | New | 34 | $3K |
| Abich Financial Wealth Management LLC | 0.01% | Add +1550.0% | 33 | $3K |
| Peterson Financial Group, Inc. | 0.01% | New | 31 | $3K |
| Wagner Wealth Management, LLC | 0.00% | No change | 31 | $3K |
| Bfsg, LLC | 0.00% | Add +12.0% | 28 | $3K |
| Tidemark, LLC | 0.00% | No change | 24 | $2K |
| Chesapeake Asset Management LLC | 0.00% | New | 22 | $2K |
| Oarsman Capital, Inc. | 0.00% | New | 20 | $2K |
| Concord Wealth Partners | 0.00% | Reduce -9.1% | 20 | $2K |
| Key Financial Inc | 0.00% | No change | 18 | $2K |
| Davis Capital Management | 0.00% | New | 16 | $2K |
| First Personal Financial Services | 0.00% | No change | 15 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | Add +1300.0% | 14 | $1K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -87.2% | 11 | $1K |
| FSA Wealth Management LLC | 0.00% | — | 11 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | New | 7 | $689 |
| PayPay Securities Corp | 0.06% | No change | 7 | $687 |
| Legacies Wealth LLC | 0.00% | No change | 7 | $687 |
| Arax Advisory Partners | 0.00% | No change | 4 | $421 |
| Contravisory Investment Management, Inc. | 0.00% | No change | 3 | $294 |
| Russell Investments Group, Ltd. | 0.00% | New | 2 | $224 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $98 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 1 | $71 |
"% 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.