iShares 20+ Year Treasury BDTLTETF
13F holders, Q4 2024 (December 31)1,226holders +37
142new positions
181sold out
9famous investors
$87.34avg. 13F price*
At the end of Q4 2024, 1,226 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, up 37 from Q3 2024. 142 opened new positions and 181 sold out. The largest holders were Bank of America Corp. ($6.9B), Rafferty Asset Management, LLC ($3.7B) and Northwestern Mutual Wealth Management Co. ($3.3B). 9 famous investors held it, including George Soros (0.2% of Soros Fund Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio).
- Company
- iShares 20+ Year Treasury BD
- CUSIP
- 464287432
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $1.3B |
| Exits | 181 | $888.4M |
All 13F filers, Q3 2024 → Q4 2024: 39,689,340 shares bought and 113,039,631 shares sold, net −73,350,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,226 holders
| Bank of America Corp. | 0.64% | Reduce -18.8% | 79,219,833 | $6.9B |
| Rafferty Asset Management, LLC | 12.93% | Reduce -11.4% | 41,834,302 | $3.7B |
| Northwestern Mutual Wealth Management Co. | 2.77% | Add +4.7% | 37,642,246 | $3.3B |
| Morgan Stanley | 0.13% | Reduce -47.2% | 20,659,043 | $1.8B |
| BlackRock, Inc. | 0.03% | Reduce -6.0% | 17,757,486 | $1.6B |
| Envestnet Asset Management Inc. | 0.45% | Add +1.9% | 15,956,950 | $1.4B |
| UBS Group AG | 0.22% | Add +4.2% | 11,261,304 | $983.4M |
| Bank of Montreal | 0.47% | Add +13.9% | 10,690,567 | $933.6M |
| FMR LLC | 0.04% | Add +24.3% | 7,274,989 | $635.3M |
| Jane Street Group, LLC | 1.02% | Reduce -17.5% | 7,229,550 | $631.4M |
| LPL Financial LLC | 0.21% | Add +4.5% | 6,035,096 | $527.0M |
| Capula Management Ltd | 3.12% | New | 5,216,417 | $455.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -27.2% | 4,644,413 | $405.6M |
| Wells Fargo & Company | 0.09% | Reduce -13.4% | 4,484,924 | $391.7M |
| Ameriprise Financial Inc. | 0.09% | Reduce -15.1% | 4,001,572 | $349.8M |
| Nan Shan Life Insurance Co., Ltd. | 8.39% | No change | 3,997,680 | $349.1M |
| Mackenzie Financial Corp. | 0.47% | Add +0.9% | 3,911,300 | $341.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +388.4% | 3,525,381 | $307.9M |
| Susquehanna International Group, LLP | 0.40% | Reduce -81.5% | 3,101,637 | $270.9M |
| Harvest Portfolios Group Inc. | 8.85% | Add +10.4% | 3,039,534 | $265.4M |
| Citigroup Inc. | 0.24% | Reduce -58.7% | 2,905,614 | $253.7M |
| Raymond James Financial Inc. | 0.09% | — | 2,798,291 | $244.4M |
| Royal Bank of Canada | 0.05% | Add +13.7% | 2,737,368 | $239.1M |
| Alliancebernstein L.P. | 0.08% | Reduce -0.6% | 2,720,213 | $237.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.86% | Add +17.0% | 2,429,274 | $211.8M |
| Osaic Holdings, Inc. | 0.44% | Reduce -17.5% | 2,263,780 | $197.1M |
| State of Tennessee, Department of Treasury | 0.71% | New | 2,230,569 | $194.8M |
| Envestnet Portfolio Solutions, Inc. | 0.64% | Add +36.2% | 2,230,371 | $194.8M |
| Vantagepoint Investment Advisers LLC | 29.40% | Reduce -15.0% | 2,101,441 | $183.5M |
| Stifel Financial Corp. | 0.18% | Add +17.5% | 1,979,589 | $172.9M |
| AIA Group Ltd | 4.15% | Add +33.4% | 1,966,346 | $171.7M |
| Hantz Financial Services, Inc. | 2.98% | Add +9.8% | 1,958,175 | $171.0M |
| Commonwealth Equity Services, LLC | 0.23% | Add +5.3% | 1,840,482 | $160.7M |
| Janney Montgomery Scott LLC | 0.42% | Reduce -27.2% | 1,743,558 | $152.3M |
| US Bancorp \de | 0.19% | Add +78.0% | 1,697,051 | $148.2M |
| Nationwide Fund Advisors | 10.59% | Add +14.9% | 1,514,840 | $132.3M |
| Truist Financial Corp. | 0.20% | Reduce -13.8% | 1,438,170 | $125.6M |
| University of Illinois Foundation | 35.81% | Add +121.2% | 1,405,528 | $122.7M |
| Manufacturers Life Insurance Company, The | 0.10% | Add +119.8% | 1,291,284 | $112.8M |
| Rockefeller Capital Management L.P. | 0.28% | Add +49.0% | 1,244,852 | $108.7M |
| IMC-Chicago, LLC | 2.92% | Add +17.4% | 1,226,601 | $107.1M |
| Renaissance Technologies | 0.16% | Add +751.1% | 1,199,986 | $104.8M |
| Cetera Investment Advisers | 0.22% | Reduce -10.7% | 1,186,715 | $103.6M |
| U.S. Capital Wealth Advisors, LLC | 3.23% | Reduce -0.5% | 1,186,461 | $103.6M |
| CI Investments Inc. | 0.39% | Add +303.6% | 1,171,237 | $102.3M |
| Jordan Park Group LLC | 7.48% | Add +33.0% | 1,159,260 | $101.2M |
| Barclays PLC | 0.05% | Reduce -82.6% | 1,094,381 | $95.6M |
| Invesco Ltd. | 0.02% | New | 975,000 | $85.1M |
| Bank of New York Mellon Corp | 0.02% | Add +5.4% | 945,303 | $82.6M |
| Dynasty Wealth Management, LLC | 1.36% | Add +50.7% | 905,254 | $79.1M |
| AlTi Global, Inc. | 1.90% | Reduce -19.6% | 902,846 | $78.8M |
| Hamilton Capital Partners Inc. | 5.85% | Add +24.4% | 897,620 | $78.4M |
| Ally Financial Inc. | 9.30% | No change | 873,000 | $76.2M |
| Cwm, LLC | 0.31% | Reduce -2.5% | 856,365 | $74.8M |
| Victory Capital Management Inc. | 0.07% | Reduce -10.4% | 836,718 | $73.1M |
| WestEnd Advisors, LLC | 1.82% | Reduce -25.0% | 820,470 | $71.7M |
| MML Investors Services, LLC | 0.24% | Reduce -2.2% | 806,291 | $70.4M |
| Maxi Investments CY Ltd | 13.41% | Add +30.4% | 796,155 | $69.5M |
| Cassaday & Co Wealth Management LLC | 1.87% | New | 784,083 | $68.5M |
| Park Avenue Securities LLC | 0.69% | Add +14.8% | 767,634 | $67.0M |
| BNP Paribas Financial Markets | 0.05% | Reduce -16.4% | 762,015 | $66.5M |
| Balyasny Asset Management L.P. | 0.16% | Add +801.0% | 752,416 | $65.7M |
| WS Management LLLP | 9.74% | Reduce -55.5% | 722,983 | $63.1M |
| Cullen/Frost Bankers, Inc. | 0.86% | Reduce -32.7% | 716,424 | $62.6M |
| HighTower Advisors, LLC | 0.08% | Reduce -13.0% | 706,672 | $61.7M |
| Himension Capital (singapore) Pte. LTD. | 4.23% | Add +62.0% | 698,719 | $61.0M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -26.3% | 681,300 | $59.5M |
| Atria Wealth Solutions, Inc. | 0.63% | Add +14.7% | 658,973 | $57.5M |
| Rock Creek Group LLC | 5.95% | New | 642,194 | $56.5M |
| IHT Wealth Management, LLC | 1.80% | Add +6.2% | 638,984 | $55.8M |
| Midland Wealth Advisors, LLC | 3.22% | Add +8.5% | 612,085 | $53.5M |
| Disciplina Capital Management LLC | 8.73% | Add +8.3% | 593,037 | $51.8M |
| Quotient Wealth Partners, LLC | 1.65% | Add +2.9% | 577,474 | $50.4M |
| Quadrature Capital Ltd | 0.98% | Reduce -38.5% | 562,684 | $49.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Add +31.1% | 542,310 | $47.4M |
| Prudential PLC | 0.23% | Add +9709.4% | 519,900 | $45.4M |
| Jump Financial, LLC | 0.97% | Add +27.8% | 515,488 | $45.0M |
| TD Private Client Wealth LLC | 1.21% | Add +11.0% | 493,402 | $43.1M |
| CX Institutional | 1.61% | Add +50.5% | 465,582 | $40.7M |
| Kestra Advisory Services, LLC | 0.21% | Add +37.7% | 436,498 | $38.1M |
| Concurrent Investment Advisors, LLC | 1.01% | Add +8.4% | 428,464 | $37.4M |
| Sanctuary Advisors, LLC | 0.24% | Reduce -4.1% | 421,606 | $37.2M |
| Centre Asset Management, LLC | 8.42% | Add +3.4% | 421,331 | $36.8M |
| Foundations Investment Advisors, LLC | 0.71% | Add +10.9% | 419,665 | $36.6M |
| Cadence Wealth Management LLC | 24.25% | Add +6.2% | 419,202 | $36.6M |
| NewEdge Advisors, LLC | 0.22% | Reduce -10.4% | 415,675 | $36.3M |
| BCM Advisors, LLC | 7.96% | Add +14.9% | 396,356 | $35.6M |
| Townsend & Associates, Inc | 3.59% | Add +3.5% | 398,518 | $35.1M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -42.9% | 385,066 | $34.4M |
| Tiaa Trust, National Association | 0.10% | Reduce -10.6% | 384,853 | $33.6M |
| GM Advisory Group, LLC | 1.80% | Add +0.5% | 372,360 | $32.5M |
| PEAK6 LLC | 1.27% | — | 369,932 | $32.3M |
| OneDigital Investment Advisors LLC | 0.36% | Add +48.0% | 359,535 | $31.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.42% | Add +28.1% | 356,833 | $31.2M |
| GTS Securities LLC | 1.51% | Add +8.0% | 355,168 | $31.0M |
| Bell Investment Advisors, Inc | 5.79% | Add +7.8% | 355,010 | $31.0M |
| Procyon Advisors, LLC | 1.97% | Add +8929.3% | 353,317 | $30.9M |
| PNC Financial Services Group, Inc. | 0.02% | Add +13.6% | 344,783 | $30.1M |
| National Bank of Canada | 0.04% | Add +86.8% | 339,752 | $29.7M |
| Scarborough Advisors, LLC | 4.11% | Add +6.0% | 332,745 | $29.1M |
| Armstrong Advisory Group, Inc. | 2.30% | Add +24359.7% | 330,450 | $28.9M |
| Assetmark, Inc. | 0.08% | Reduce -92.7% | 325,708 | $28.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.30% | Reduce -74.3% | 317,723 | $28.1M |
| HSBC Holdings PLC | 0.02% | Reduce -82.6% | 320,998 | $28.1M |
| United Capital Financial Advisors, LLC | 0.23% | Add +9.9% | 310,696 | $27.1M |
| Money Design Co.,Ltd. | 1.36% | New | 302,004 | $26.5M |
| Marex Group Ltd | 0.45% | Add +21.2% | 302,243 | $26.4M |
| Federation des caisses Desjardins du Quebec | 0.13% | Reduce -9.6% | 301,515 | $26.3M |
| Evoke Wealth, LLC | 0.72% | Reduce -5.3% | 294,947 | $25.8M |
| Sagespring Wealth Partners, LLC | 0.67% | — | 291,963 | $25.5M |
| Avantax Advisory Services, Inc. | 0.16% | Add +38.6% | 286,973 | $25.1M |
| Journey Strategic Wealth LLC | 0.92% | Add +6.8% | 283,127 | $24.7M |
| Mariner, LLC | 0.04% | Reduce -53.5% | 273,713 | $23.9M |
| New Harbor Financial Group, LLC | 7.03% | Reduce -37.4% | 269,987 | $23.6M |
| Fiduciary Family Office, LLC | 7.03% | New | 269,987 | $23.6M |
| SBI Securities Co., Ltd. | 0.72% | — | 268,939 | $23.5M |
| Westwood Holdings Group Inc. | 0.18% | Reduce -22.2% | 265,207 | $23.2M |
| Insight Wealth Strategies, LLC | 3.08% | Add +4.4% | 263,090 | $23.0M |
| Ausdal Financial Partners, Inc. | 1.98% | Add +11628.1% | 262,357 | $22.9M |
| Insight 2811, Inc. | 11.54% | Add +33.0% | 256,336 | $22.4M |
| AE Wealth Management LLC | 0.18% | Reduce -14.9% | 247,279 | $21.6M |
| Tudor Investment Corporation | 0.22% | Add +254.9% | 237,294 | $20.7M |
| Deane Retirement Strategies, Inc. | 10.42% | New | 237,198 | $20.7M |
| Verition Fund Management LLC | 0.10% | Add +50.6% | 230,359 | $20.1M |
| Cerity Partners OCIO LLC | 1.33% | Reduce -25.0% | 229,405 | $20.0M |
| Integrity Alliance, Llc. | 2.17% | — | 229,091 | $20.0M |
| Northern Trust Corp. | 0.00% | New | 228,345 | $19.9M |
| Gould Asset Management LLC | 4.16% | Reduce -14.0% | 226,164 | $19.8M |
| Kestra Private Wealth Services, LLC | 0.34% | Reduce -22.0% | 225,489 | $19.7M |
| Krilogy Financial LLC | 1.31% | Reduce -10.1% | 224,660 | $19.6M |
| Buck Wealth Strategies, LLC | 4.04% | Add +122.2% | 222,540 | $19.4M |
| Old Mission Capital LLC | 0.45% | Add +6.8% | 222,528 | $19.4M |
| BOS Asset Management, LLC | 6.99% | Reduce -21.2% | 222,278 | $19.4M |
| Brookstone Capital Management | 0.28% | Reduce -14.4% | 220,234 | $19.2M |
| Cibc World Market Inc. | 0.04% | Reduce -97.7% | 215,441 | $18.8M |
| Kaydan Wealth Management, Inc. | 6.25% | Reduce -26.0% | 215,183 | $18.8M |
| Neuberger Berman Group LLC | 0.01% | Add +25.7% | 214,414 | $18.7M |
| Capitolis Liquid Global Markets LLC | 0.18% | Add +52.2% | 214,290 | $18.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.20% | Add +106.1% | 197,965 | $17.3M |
| CreativeOne Wealth, LLC | 0.52% | Add +8.2% | 196,162 | $17.1M |
| Stratos Wealth Advisors, LLC | 0.82% | Add +330.1% | 196,115 | $17.1M |
| Willis Johnson & Associates, Inc. | 1.31% | Add +20.1% | 195,317 | $17.1M |
| Atria Investments, Inc | 0.21% | Reduce -31.7% | 193,394 | $16.9M |
| Royal Fund Management, LLC | 1.83% | Reduce -55.1% | 193,186 | $16.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -9.5% | 192,289 | $16.8M |
| &partners | 0.20% | Add +52.1% | 192,102 | $16.7M |
| Castleark Management LLC | 0.58% | New | 190,360 | $16.6M |
| Venturi Wealth Management, LLC | 0.82% | Add +8.7% | 189,752 | $16.6M |
| Osborne Partners Capital Management, LLC | 0.95% | Add +2.8% | 187,142 | $16.3M |
| Private Advisor Group, LLC | 0.09% | Reduce -24.9% | 186,731 | $16.3M |
| Horst & Graben Wealth Management LLC | 2.90% | Reduce -1.4% | 186,506 | $16.3M |
| Savoie Capital LLC | 1.94% | New | 186,500 | $16.3M |
| Belpointe Asset Management LLC | 0.95% | Reduce -9.9% | 163,078 | $15.7M |
| Exencial Wealth Advisors, LLC | 0.58% | Add +1.1% | 179,524 | $15.7M |
| Prospera Financial Services Inc | 0.36% | Reduce -25.2% | 179,323 | $15.7M |
| SoftVest Advisors, LLC | 3.09% | New | 177,000 | $15.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -8.1% | 174,870 | $15.3M |
| Centaurus Financial, Inc. | 0.92% | Reduce -39.8% | 172,721 | $15.1M |
| Northwest Bancshares, Inc. | 2.78% | New | 172,084 | $15.0M |
| Continuum Advisory, LLC | 1.93% | Reduce -2.6% | 171,983 | $15.0M |
| Squarepoint Ops LLC | 0.04% | New | 168,405 | $14.7M |
| Lebenthal Global Advisors, LLC | 2.66% | Reduce -41.7% | 166,839 | $14.6M |
| JB Capital LLC | 0.81% | Add +18.0% | 165,345 | $14.4M |
| Principal Financial Group Inc. | 0.01% | Add +86.8% | 164,867 | $14.4M |
| Horizon Investments, LLC | 0.41% | Add +92.2% | 165,233 | $14.4M |
| Fisher Asset Management | 0.01% | Reduce -12.0% | 164,313 | $14.3M |
| Orion Porfolio Solutions, LLC | 0.14% | Add +2.4% | 160,900 | $14.1M |
| Orion Portfolio Solutions, LLC | 0.14% | Add +2.4% | 160,900 | $14.1M |
| Sicart Associates LLC | 4.95% | Reduce -6.8% | 158,386 | $13.8M |
| Paloma Partners Management Co | 1.24% | Add +61.5% | 153,411 | $13.4M |
| SlateStone Wealth, LLC | 1.31% | Reduce -8.8% | 152,989 | $13.4M |
| TAP Consulting, LLC | 2.73% | Reduce -0.3% | 152,884 | $13.4M |
| Summit Global Investments | 0.83% | Add +5.7% | 151,072 | $13.2M |
| Point72 Asset Management | 0.04% | New | 150,000 | $13.1M |
| MY Wealth Management Inc. | 12.82% | Reduce -20.7% | 147,051 | $12.8M |
| HRT Financial LP | 0.07% | Reduce -37.5% | 146,907 | $12.8M |
| Parallax Volatility Advisers, L.P. | 0.32% | Reduce -86.1% | 145,760 | $12.7M |
| Independent Advisor Alliance | 0.17% | Add +361.9% | 144,234 | $12.6M |
| Cornerstone Wealth Group, LLC | 1.02% | Add +1.3% | 143,094 | $12.5M |
| Sharpepoint LLC | 11.17% | — | 141,977 | $12.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +9.4% | 140,369 | $12.3M |
| Austin Private Wealth, LLC | 1.14% | Add +6.0% | 138,934 | $12.1M |
| Greenup Street Wealth Management LLC | 2.41% | Add +141.0% | 138,681 | $12.1M |
| Granby Capital Management, LLC | 6.24% | Reduce -12.7% | 138,000 | $12.1M |
| Wealthfront Advisers LLC | 0.03% | Add +72.5% | 136,959 | $12.0M |
| Legacy Advisory Services, LLC | 10.03% | Add +2.4% | 134,716 | $11.8M |
| Bank of Nova Scotia | 0.02% | New | 134,685 | $11.8M |
| Jones Financial Companies LLLP | 0.01% | Add +9.3% | 133,297 | $11.6M |
| Clarity Financial LLC | 1.39% | Reduce -18.9% | 133,223 | $11.6M |
| Partners Capital Investment Group, LLP | 0.32% | New | 132,433 | $11.6M |
| Vestmark Advisory Solutions, Inc. | 0.40% | Add +22.0% | 131,919 | $11.5M |
| First Horizon Advisors, Inc. | 0.32% | Reduce -7.5% | 131,679 | $11.5M |
| Berger Financial Group, Inc | 0.79% | Reduce -0.5% | 131,600 | $11.5M |
| Principal Securities, Inc. | 0.26% | Add +76.0% | 130,956 | $11.4M |
| TD Asset Management Inc | 0.01% | Reduce -26.0% | 130,669 | $11.4M |
| Advisory Services Network, LLC | 0.21% | Reduce -8.7% | 130,254 | $11.4M |
| Wealth Management Associates, Inc. | 4.80% | Add +2.5% | 128,716 | $11.2M |
| Rehmann Capital Advisory Group | 0.71% | Reduce -4.0% | 128,934 | $11.2M |
| Polymer Capital Management (HK) LTD | 1.95% | Add +148.3% | 127,594 | $11.1M |
| GFG Capital, LLC | 3.04% | Add +0.5% | 126,513 | $11.0M |
| Amundi | 0.00% | No change | 128,100 | $11.0M |
| Perigon Wealth Management, LLC | 0.27% | Add +19.2% | 126,529 | $11.0M |
| Fund Evaluation Group, LLC | 0.51% | Add +20.8% | 125,162 | $10.9M |
| Gladstone Institutional Advisory LLC | 0.50% | Reduce -3.0% | 123,665 | $10.8M |
| Corient Private Wealth LP | 0.02% | Add +14.8% | 123,501 | $10.8M |
| Cynosure Group, LLC | 1.61% | New | 123,413 | $10.8M |
| Cultivar Capital, Inc. | 9.42% | Add +2.6% | 123,177 | $10.8M |
| Sfmg, LLC | 0.84% | New | 121,937 | $10.6M |
| Mutual Advisors, LLC | 0.31% | Add +5.3% | 121,534 | $10.6M |
| Trek Financial, LLC | 0.79% | Reduce -30.5% | 120,454 | $10.5M |
| Venture Visionary Partners LLC | 0.44% | Add +0.8% | 119,913 | $10.5M |
| West Family Investments, Inc. | 3.60% | Add +22.7% | 118,272 | $10.3M |
| Equitable Holdings, Inc. | 0.10% | Reduce -12.9% | 116,766 | $10.2M |
| Baird Financial Group, Inc. | 0.02% | Reduce -4.2% | 116,061 | $10.1M |
| Pinnacle Financial Partners Inc | 0.20% | Reduce -52.8% | 114,729 | $10.0M |
| Arete Wealth Advisors, LLC | 0.72% | Reduce -5.8% | 114,057 | $10.0M |
| Richard W. Paul & Associates, LLC | 3.59% | Add +1.7% | 112,997 | $9.9M |
| Clark Capital Management Group, Inc. | 0.07% | Add +444.7% | 112,798 | $9.9M |
| Granite Bay Wealth Management, LLC | 3.63% | New | 112,311 | $9.8M |
| Sovran Advisors, LLC | 1.40% | — | 114,939 | $9.8M |
| Arlington Capital Management, Inc. | 6.75% | Add +7.4% | 111,719 | $9.8M |
| D.A. Davidson & Co. | 0.08% | Add +511.8% | 111,451 | $9.7M |
| Quinn Opportunity Partners LLC | 0.69% | New | 110,000 | $9.6M |
| Lingotto Investment Management LLP | 0.26% | New | 110,000 | $9.6M |
| Hudson Bay Capital Management LP | 0.07% | New | 107,973 | $9.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 3.53% | Add +17.6% | 106,988 | $9.3M |
| Traphagen Investment Advisors LLC | 0.95% | Add +614.7% | 106,893 | $9.3M |
| Integrated Wealth Concepts LLC | 0.11% | Add +51.5% | 105,140 | $9.2M |
| Timelo Investment Management Inc. | 20.61% | New | 105,000 | $9.2M |
| New York Life Investment Management LLC | 0.09% | Add +86.5% | 104,228 | $9.1M |
| Ground Swell Capital, LLC | 19.64% | Reduce -47.2% | 103,259 | $9.0M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -57.9% | 101,453 | $8.9M |
| Focus Partners Wealth | 0.02% | Add +78.4% | 100,705 | $8.8M |
| Creative Planning | 0.01% | Add +7.4% | 100,496 | $8.8M |
| Comerica Bank | 0.04% | Reduce -39.5% | 100,460 | $8.8M |
| Rezny Wealth Management, Inc. | 2.14% | Add +65.4% | 100,004 | $8.7M |
| Soros Fund Management | 0.22% | New | 100,000 | $8.7M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -56.9% | 99,810 | $8.7M |
| Kingsview Wealth Management, LLC | 0.17% | Reduce -32.1% | 99,787 | $8.7M |
| Invst, LLC | 1.05% | Add +7.0% | 98,890 | $8.6M |
| Janney Capital Management LLC | 0.57% | Reduce -6.2% | 98,407 | $8.6M |
| Captrust Financial Advisors | 0.02% | Reduce -35.5% | 97,464 | $8.5M |
| Alerus Financial NA | 0.65% | Add +5.5% | 97,459 | $8.5M |
| Basswood Capital Management, L.L.C. | 0.49% | No change | 96,154 | $8.4M |
| Braun-Bostich & Associates Inc. | 6.03% | Reduce -7.2% | 95,855 | $8.4M |
| First National Corp. /Ma/ | 1.89% | Reduce -19.8% | 95,635 | $8.4M |
| Dynamic Advisor Solutions LLC | 0.36% | Reduce -28.8% | 95,544 | $8.3M |
| Toronto Dominion Bank | 0.02% | Add +41.7% | 95,426 | $8.3M |
| Waverly Advisors, LLC | 0.13% | Add +18.3% | 95,017 | $8.3M |
| Marathon Trading Investment Management LLC | 1.38% | Add +482.0% | 94,438 | $8.2M |
| Klaas Financial Asset Advisors, LLC | 1.45% | Add +3.4% | 94,164 | $8.2M |
| Farther Finance Advisors, LLC | 0.30% | Reduce -8.1% | 94,083 | $8.2M |
| Two Sigma Securities, LLC | 1.49% | Add +317.5% | 93,890 | $8.2M |
| CFS Investment Advisory Services, LLC | 0.73% | Add +5.0% | 93,802 | $8.2M |
| FPC Investment Advisory, Inc. | 5.93% | Reduce -11.3% | 92,427 | $8.1M |
| Persium Advisors, LLC | 7.96% | — | 92,518 | $8.1M |
| Summit Financial, LLC | 0.28% | Reduce -28.6% | 92,488 | $8.1M |
| Retirement Financial Solutions, LLC | 4.35% | Reduce -0.7% | 92,466 | $8.1M |
| Schonfeld Strategic Advisors LLC | 0.05% | Add +347.9% | 91,378 | $8.0M |
| U S Wealth Group, Llc. | 5.99% | — | 90,696 | $7.9M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -46.6% | 90,536 | $7.9M |
| Security Benefit Life Insurance Co. | 2.60% | Add +21.3% | 90,000 | $7.9M |
| Stephens Inc. | 0.11% | Reduce -35.5% | 89,832 | $7.8M |
| FFT Wealth Management LLC | 0.59% | New | 89,751 | $7.8M |
| High Note Wealth, LLC | 2.03% | Add +537.1% | 89,140 | $7.8M |
| Avitas Wealth Management LLC | 1.07% | Add +1.9% | 88,639 | $7.7M |
| Heartwood Wealth Advisors LLC | 0.87% | Reduce -0.1% | 88,387 | $7.7M |
| One Day In July LLC | 0.81% | Add +2.3% | 88,351 | $7.7M |
| Checchi Capital Advisers, LLC | 0.56% | Add +24.1% | 86,536 | $7.6M |
| Canandaigua National Bank & Trust Co. | 0.75% | Reduce -24.6% | 86,476 | $7.6M |
| ODonnell Financial Services, LLC | 3.14% | Reduce -26.7% | 81,133 | $7.5M |
| Refined Wealth Management | 5.71% | Reduce -0.3% | 85,837 | $7.5M |
| Full Sail Capital, LLC | 0.47% | Add +24.1% | 84,631 | $7.4M |
| Marshall Wace, LLP | 0.01% | Add +152.7% | 84,236 | $7.4M |
| DAVENPORT & Co LLC | 0.04% | Reduce -17.5% | 83,919 | $7.3M |
| Sharkey, Howes & Javer | 1.03% | Reduce -6.8% | 83,819 | $7.3M |
| Arvest Investments, Inc. | 1.17% | Reduce -1.2% | 83,791 | $7.3M |
| WNY Asset Management, LLC | 0.90% | Reduce -27.1% | 82,889 | $7.2M |
| ShoreHaven Wealth Partners, LLC | 3.41% | Reduce -11.2% | 82,573 | $7.2M |
| Compound Planning, Inc. | 0.36% | Add +49.7% | 82,506 | $7.2M |
| Townsquare Capital LLC | 0.08% | Reduce -64.6% | 82,323 | $7.2M |
| SG Americas Securities, LLC | 0.03% | Reduce -31.1% | 81,228 | $7.1M |
| Synergy Investment Management, LLC | 3.03% | — | 80,793 | $7.1M |
| Adapt Wealth Advisors, LLC | 3.47% | Reduce -7.0% | 80,634 | $7.0M |
| Custos Family Office, LLC | 2.46% | Add +8.8% | 80,620 | $7.0M |
| V2 Financial group LLC | 4.25% | Add +0.8% | 80,095 | $7.0M |
| Bay Rivers Group | 3.36% | Add +2.0% | 79,359 | $6.9M |
| Strategic Blueprint, LLC | 0.41% | Reduce -0.7% | 78,368 | $6.8M |
| High Falls Advisors, Inc | 1.58% | Add +12.2% | 78,020 | $6.8M |
| CoreCap Advisors, LLC | 0.31% | Add +39.3% | 77,473 | $6.8M |
| 4Thought Financial Group Inc. | 4.16% | Add +191.8% | 76,850 | $6.7M |
| LPF Advisors LLC | 5.58% | Add +6.2% | 76,324 | $6.7M |
| Anthracite Investment Company, Inc. | 3.33% | New | 76,000 | $6.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -80.7% | 75,878 | $6.6M |
| Credit Agricole S A | 0.02% | Add +2879.1% | 75,788 | $6.6M |
| Wooster Corthell Wealth Management, Inc. | 1.44% | Add +14.1% | 75,677 | $6.6M |
| Foster & Motley Inc. | 0.43% | Add +0.5% | 75,316 | $6.6M |
| One Wealth Advisors, LLC | 0.97% | Add +25.4% | 74,998 | $6.5M |
| Axxcess Wealth Management, LLC | 0.16% | Reduce -26.7% | 74,615 | $6.5M |
| Kelly Financial Services LLC | 2.35% | Add +10.4% | 74,462 | $6.5M |
| GLOBALT Investments LLC / GA | 0.25% | Reduce -4.5% | 74,435 | $6.5M |
| Oppenheimer & Co. Inc. | 0.10% | Add +24.8% | 74,258 | $6.5M |
| Cadent Capital Advisors, LLC | 2.26% | Reduce -35.8% | 74,207 | $6.5M |
| Hollow Brook Wealth Management LLC | 1.99% | Add +6.0% | 74,044 | $6.5M |
| Modern Wealth Management, LLC | 0.24% | Add +90.7% | 73,417 | $6.4M |
| Birchbrook, Inc. | 3.62% | Reduce -3.4% | 72,968 | $6.4M |
| SteelPeak Wealth, LLC | 0.26% | Add +24.8% | 72,749 | $6.4M |
| Mechanics Bank Trust Department | 0.84% | Reduce -25.3% | 72,212 | $6.3M |
| Summit X, LLC | 1.40% | Reduce -13.1% | 72,204 | $6.3M |
| Northeast Financial Group, Inc. | 2.40% | Add +32.0% | 71,843 | $6.3M |
| First Trust Advisors LP | 0.01% | Reduce -4.0% | 71,827 | $6.3M |
| Quadrant Private Wealth Management, LLC | 1.54% | Reduce -9.8% | 71,822 | $6.3M |
| Greenland Capital Management LP | 1.27% | New | 71,705 | $6.3M |
| Sierra Ocean, LLC | 5.09% | — | 71,440 | $6.2M |
| Csenge Advisory Group | 0.34% | Reduce -0.1% | 71,291 | $6.2M |
| Valtinson Bruner Financial Planning LLC | 2.17% | Add +465.1% | 71,005 | $6.2M |
| Tiller Private Wealth, Inc. | 2.57% | Add +0.3% | 69,400 | $6.1M |
| Mizuho Markets Americas LLC | 0.12% | Reduce -40.4% | 69,012 | $6.0M |
| Alternative Investment Advisors, LLC. | 3.14% | Reduce -12.0% | 68,951 | $6.0M |
| Mariner Investment Group LLC | 1.19% | New | 68,000 | $5.9M |
| Fermata Advisors, LLC | 1.11% | Reduce -10.1% | 67,939 | $5.9M |
| Van Hulzen Asset Management, LLC | 0.43% | Add +2.2% | 67,322 | $5.9M |
| Archer Investment Management, LLC | 3.59% | — | 66,844 | $5.8M |
| Avos Capital Management, LLC | 4.70% | — | 65,783 | $5.8M |
| Interactive Financial Advisors, Inc. | 2.99% | Reduce -9.6% | 65,308 | $5.7M |
| Pallas Capital Advisors LLC | 0.24% | Add +0.7% | 64,599 | $5.6M |
| Wolverine Trading, LLC | 0.13% | Reduce -47.7% | 64,080 | $5.6M |
| PSI Advisors, LLC | 1.66% | Add +9705.7% | 64,129 | $5.6M |
| Nvwm, LLC | 1.40% | Reduce -5.8% | 63,379 | $5.5M |
| Measured Wealth Private Client Group, LLC | 1.78% | Add +7.4% | 63,223 | $5.5M |
| Concourse Financial Group Securities, Inc. | 0.31% | Add +1.3% | 63,063 | $5.5M |
| SMI Advisory Services, LLC | 1.27% | Reduce -50.0% | 64,294 | $5.5M |
| Icon Wealth Advisors, LLC | 0.45% | Add +10.2% | 62,737 | $5.5M |
| Allworth Financial LP | 0.03% | Add +893.1% | 61,571 | $5.4M |
| Ramiah Investment Group | 4.89% | New | 61,536 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +164.7% | 60,173 | $5.3M |
| Gsa Capital Partners LLP | 0.38% | New | 59,395 | $5.2M |
| Empowered Funds, LLC | 0.08% | New | 59,341 | $5.2M |
| Harbour Investments, Inc. | 0.15% | Reduce -19.0% | 59,277 | $5.2M |
| Global Wealth Strategies & Associates | 1.62% | Add +10.7% | 59,126 | $5.2M |
| Freedom Investment Management, Inc. | 0.42% | Reduce -29.6% | 58,024 | $5.1M |
| Emergent Wealth Advisors, LLC | 3.67% | Add +1.3% | 57,994 | $5.1M |
| Heck Capital Advisors, LLC | 0.58% | Add +3.9% | 57,736 | $5.0M |
| RS Crum Inc. | 1.24% | Reduce -75.3% | 57,289 | $5.0M |
| Betterment LLC | 0.01% | Add +916.5% | 56,810 | $5.0M |
| Liberty Wealth Management LLC | 0.82% | Reduce -18.4% | 56,723 | $4.9M |
| Blue Trust, Inc. | 0.06% | Reduce -18.4% | 56,614 | $4.9M |
| Pilgrim Partners Asia Pte Ltd | 4.29% | — | 56,490 | $4.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.40% | Add +25.4% | 56,430 | $4.9M |
| NBT Bank, N.A. | 0.34% | Add +15.0% | 56,351 | $4.9M |
| ONE Advisory Partners, LLC | 2.18% | Add +13.7% | 56,316 | $4.9M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -7.3% | 55,659 | $4.9M |
| Berkeley Capital Partners, LLC | 1.34% | Add +5.4% | 55,402 | $4.8M |
| USAdvisors Wealth Management, LLC | 1.56% | Add +25.4% | 55,035 | $4.8M |
| Brown Wealth Management, LLC | 1.70% | Add +119.2% | 55,007 | $4.8M |
| Advisors Preferred, LLC | 0.77% | Reduce -79.8% | 54,826 | $4.8M |
| Fifth Third Bancorp | 0.02% | Add +24.8% | 54,860 | $4.8M |
| NewEdge Wealth, LLC | 0.08% | Add +2.5% | 53,650 | $4.7M |
| Eley Financial Management, Inc | 1.82% | Add +2.4% | 53,603 | $4.7M |
| Wayfinding Financial, LLC | 2.49% | New | 53,423 | $4.7M |
| Northeast Planning Associates, Inc. / NH / | 4.81% | — | 53,163 | $4.6M |
| Watts Gwilliam & Co., LLC | 0.98% | Reduce -6.9% | 53,919 | $4.6M |
| Sowell Financial Services LLC | 0.24% | Reduce -60.0% | 52,916 | $4.6M |
| Centerline Wealth Advisors, LLC | 2.66% | — | 51,894 | $4.5M |
| Geneos Wealth Management Inc. | 0.16% | Add +219.2% | 50,891 | $4.4M |
| Moneco Advisors, LLC | 0.47% | Reduce -7.9% | 50,602 | $4.4M |
| Vontobel Holding Ltd. | 0.02% | Reduce -30.1% | 50,502 | $4.4M |
| Cooper Financial Group | 0.53% | Add +6.0% | 50,298 | $4.4M |
| Wedbush Securities Inc. | 0.16% | Add +3.7% | 50,195 | $4.4M |
| Bramshill Investments, LLC | 0.69% | Reduce -95.3% | 50,189 | $4.4M |
| Private Wealth Advisors, LLC | 1.91% | Add +3.9% | 50,072 | $4.4M |
| EverSource Wealth Advisors, LLC | 0.24% | Add +1645.7% | 49,805 | $4.3M |
| Cavalier Investments, LLC | 1.44% | Add +3.5% | 49,186 | $4.3M |
| Counterweight Ventures, LLC | 3.02% | Add +3.0% | 48,845 | $4.3M |
| Banco Santander, S.A. | 0.05% | Add +306.2% | 48,639 | $4.2M |
| Arkadios Wealth Advisors | 0.23% | Add +9.2% | 48,459 | $4.2M |
| Kiker Wealth Management, LLC | 3.39% | — | 47,939 | $4.2M |
| Stone House Investment Management, LLC | 1.06% | Reduce -15.7% | 47,826 | $4.2M |
| Sigma Planning Corp | 0.13% | Reduce -31.1% | 47,492 | $4.1M |
| Boomfish Wealth Group, LLC | 2.49% | Add +28.3% | 46,954 | $4.1M |
| Independent Financial Group, LLC | 0.14% | Reduce -65.6% | 46,779 | $4.1M |
| E Fund Management (Hong Kong) Co., Ltd. | 3.26% | Reduce -11.2% | 46,737 | $4.1M |
| E Fund Management Co., Ltd. | 0.20% | Reduce -11.2% | 46,737 | $4.1M |
| TSA Wealth Managment LLC | 1.66% | Reduce -1.9% | 46,605 | $4.1M |
| Summit Wealth Group, LLC | 1.18% | Add +5.9% | 46,493 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +2.5% | 46,219 | $4.0M |
| Motley Fool Wealth Management, LLC | 0.21% | New | 46,948 | $4.0M |
| Shepherd Kaplan Krochuk, LLC | 3.33% | New | 45,665 | $4.0M |
| RFG Advisory, LLC | 0.11% | Add +7.7% | 44,964 | $3.9M |
| Private Client Services, LLC | 2.08% | Add +3.9% | 44,271 | $3.9M |
| Pettinga Financial Advisors LLC | 0.87% | Add +5.7% | 44,077 | $3.8M |
| Afg Fiduciary Services Limited Partnership | 2.73% | Reduce -77.7% | 44,198 | $3.8M |
| James Investment Research, Inc. | 0.46% | Reduce -29.4% | 43,878 | $3.8M |
| Merit Financial Group, LLC | 0.07% | Add +101.3% | 43,814 | $3.8M |
| Ascent Group, LLC | 0.29% | Reduce -28.5% | 43,812 | $3.8M |
| Aspect Partners, LLC | 2.18% | Reduce -11.0% | 43,285 | $3.8M |
| Meridian Wealth Management, LLC | 0.18% | Add +59.7% | 42,805 | $3.7M |
| Smith Salley Wealth Management | 0.24% | Add +1.1% | 42,622 | $3.7M |
| Hixon Zuercher, LLC | 1.43% | Add +1.5% | 42,555 | $3.7M |
| PFG Advisors | 0.23% | Reduce -0.4% | 42,486 | $3.7M |
| Fortis Capital Advisors, LLC | 1.27% | Add +7.3% | 38,411 | $3.7M |
| RIA Advisory Group LLC | 1.26% | Reduce -66.0% | 42,378 | $3.7M |
| Kiley Juergens Wealth Management, LLC | 0.92% | Add +17.9% | 42,218 | $3.7M |
| LifeWealth Investments, LLC | 2.41% | — | 41,630 | $3.6M |
| Creative Financial Designs Inc. | 0.29% | Reduce -61.3% | 41,427 | $3.6M |
| Beirne Wealth Consulting Services, LLC | 1.30% | Reduce -0.4% | 41,264 | $3.6M |
| Financial Advocates Investment Management | 0.21% | Add +110.3% | 41,274 | $3.6M |
| Hilltop Holdings Inc. | 0.23% | Reduce -69.6% | 41,148 | $3.6M |
| HCR Wealth Advisors | 0.45% | Reduce -13.2% | 40,969 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +29.2% | 40,887 | $3.6M |
| FFG Retirement Advisors LLC | 2.33% | Reduce -1.9% | 40,868 | $3.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Reduce -21.2% | 40,357 | $3.5M |
| Madrid Financial Services | 2.75% | — | 39,609 | $3.5M |
| Graypoint LLC | 0.21% | Add +343.6% | 39,604 | $3.5M |
| LYNX Capital Group Ltd. | 1.99% | Add +157.7% | 39,513 | $3.5M |
| Cahill Financial Advisors Inc. | 0.46% | Add +5.5% | 39,104 | $3.4M |
| Madrona Financial Services, LLC | 0.92% | Reduce -13.3% | 38,836 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -9.5% | 38,815 | $3.4M |
| Luminist Capital LLC | 5.93% | — | 38,700 | $3.4M |
| Ehrlich Financial Group | 2.39% | Add +40.0% | 38,548 | $3.4M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -0.3% | 38,461 | $3.4M |
| Clay Northam Wealth Management, LLC | 2.17% | Add +344.7% | 38,420 | $3.4M |
| BCGM Wealth Management, LLC | 1.06% | Add +21.6% | 38,151 | $3.3M |
| Rakuten Securities, Inc. | 1.31% | Add +50.1% | 38,127 | $3.3M |
| WealthShield Partners, LLC | 0.47% | Add +1.1% | 37,891 | $3.3M |
| Verus Capital Partners, LLC | 0.32% | Reduce -4.5% | 37,953 | $3.3M |
| IFP Advisors, Inc | 0.11% | Add +18.6% | 37,797 | $3.3M |
| Keystone Financial Services | 1.26% | Add +0.5% | 37,659 | $3.3M |
| Wealth Alliance, LLC | 0.39% | Add +10.9% | 37,498 | $3.3M |
| Atlas Private Wealth Advisors | 0.46% | Add +149.1% | 37,497 | $3.3M |
| Gries Financial LLC | 0.58% | Reduce -29.5% | 37,380 | $3.3M |
| PAX Financial Group, LLC | 0.58% | Reduce -5.7% | 37,239 | $3.3M |
| Citadel Advisors | 0.00% | Reduce -92.6% | 36,995 | $3.2M |
| Spahn Wealth & Retirement LLC | 2.11% | — | 36,881 | $3.2M |
| Smart Money Group LLC | 1.10% | Add +24.1% | 36,644 | $3.2M |
| Diversify Advisory Services, LLC | 0.18% | Add +16.3% | 37,149 | $3.2M |
| Clear Creek Financial Management, LLC | 0.34% | Reduce -14.3% | 36,188 | $3.2M |
| Arrow Investment Advisors, LLC | 2.92% | No change | 32,014 | $3.1M |
| Intergy Private Wealth, LLC | 1.17% | Add +3.4% | 35,845 | $3.1M |
| Latitude Advisors, LLC | 1.76% | Add +18.2% | 35,759 | $3.1M |
| Bulltick Wealth Management, LLC | 0.73% | Add +0.9% | 35,674 | $3.1M |
| Midwest Financial Group LLC | 1.74% | Add +5.3% | 34,626 | $3.0M |
| Hikari Tsushin, Inc. | 0.22% | No change | 34,607 | $3.0M |
| Palogic Value Management, L.P. | 1.23% | New | 34,500 | $3.0M |
| Scotia Capital Inc. | 0.02% | Reduce -11.8% | 34,148 | $3.0M |
| Beam Wealth Advisors, Inc. | 0.94% | Reduce -5.2% | 34,108 | $3.0M |
| Hancock Whitney Corp. | 0.09% | Add +52.6% | 34,085 | $3.0M |
| Prelude Capital Management, LLC | 0.25% | Add +454.3% | 33,930 | $3.0M |
| FDx Advisors, Inc. | 0.86% | Add +1.6% | 33,864 | $3.0M |
| Twin Focus Capital Partners, LLC | 0.43% | New | 33,681 | $2.9M |
| Miller Financial Services LLC | 2.48% | — | 33,632 | $2.9M |
| Beacon Financial Group | 0.31% | Add +12.5% | 33,314 | $2.9M |
| Spire Wealth Management | 0.09% | Reduce -27.9% | 33,239 | $2.9M |
| Natixis | 0.02% | Add +116.2% | 33,202 | $2.9M |
| Bay Harbor Wealth Management, LLC | 0.94% | Add +2.9% | 33,080 | $2.9M |
| Triad Wealth Partners, LLC | 1.04% | Add +168.7% | 32,964 | $2.9M |
| DRW Securities, LLC | 0.19% | Reduce -94.9% | 32,806 | $2.9M |
| Aurora Private Wealth, Inc. | 2.12% | Reduce -6.8% | 32,479 | $2.8M |
| Yoder Wealth Management, Inc. | 1.56% | Reduce -4.0% | 32,393 | $2.8M |
| Regal Investment Advisors LLC | 0.21% | Reduce -14.0% | 32,225 | $2.8M |
| M Holdings Securities, Inc. | 0.45% | New | 32,152 | $2.8M |
| WESPAC Advisors SoCal, LLC | 0.63% | Add +4.5% | 31,918 | $2.8M |
| Sheridan Capital Management, LLC | 1.93% | Reduce -14.0% | 31,535 | $2.8M |
| Amitell Capital Pte Ltd | 2.49% | No change | 31,500 | $2.8M |
| Heritage Wealth Management, Inc. | 2.34% | Reduce -21.6% | 31,412 | $2.7M |
| LGL Partners, LLC | 0.40% | New | 31,383 | $2.7M |
| Consilio Wealth Advisors, LLC | 1.11% | Add +4.4% | 31,071 | $2.7M |
| Joule Financial, LLC | 0.96% | Reduce -1.7% | 31,060 | $2.7M |
| Cahill Wealth Management, LLC | 1.36% | Add +3.7% | 30,576 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -59.9% | 30,529 | $2.7M |
| Erickson Financial Group, LLC | 1.89% | Reduce -0.6% | 30,483 | $2.7M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -23.4% | 30,452 | $2.7M |
| Roberts Financial Services LLC | 0.50% | Reduce -0.1% | 30,369 | $2.7M |
| Advus Financial Partners, LLC | 0.75% | Reduce -18.1% | 30,340 | $2.6M |
| Pinnacle Investment Management Ltd | 1.91% | — | 30,000 | $2.6M |
| Smith & Howard Wealth Management, LLC | 0.74% | Add +26.0% | 30,000 | $2.6M |
| Level Four Advisory Services, LLC | 0.11% | Add +471.2% | 29,925 | $2.6M |
| GDS Wealth Management | 0.24% | Reduce -32.7% | 29,915 | $2.6M |
| Cardinal Strategic Wealth Guidance | 0.83% | Reduce -4.6% | 29,748 | $2.6M |
| Legacy Financial Group LLC | 0.42% | Add +19.9% | 29,721 | $2.6M |
| Mayflower Financial Advisors, LLC | 0.38% | Add +30.9% | 29,473 | $2.6M |
| Annex Advisory Services, LLC | 0.08% | Reduce -10.8% | 29,326 | $2.6M |
| Millennium Management | 0.00% | Reduce -91.2% | 29,274 | $2.6M |
| Shared Vision Wealth Group LLC | 1.34% | Add +9.5% | 29,205 | $2.6M |
| Unique Wealth Strategies, LLC | 1.12% | Add +6.0% | 29,186 | $2.5M |
| TrinityPoint Wealth, LLC | 0.36% | Reduce -20.1% | 29,061 | $2.5M |
| NWF Advisory Services Inc. | 0.37% | Reduce -20.9% | 29,030 | $2.5M |
| Black Maple Capital Management LP | 1.93% | No change | 29,000 | $2.5M |
| Global Retirement Partners, LLC | 0.07% | Reduce -8.9% | 28,979 | $2.5M |
| Gotham Asset Management | 0.02% | Add +4.0% | 28,800 | $2.5M |
| WCG Wealth Advisors LLC | 0.17% | Add +3.9% | 28,761 | $2.5M |
| Benjamin Edwards Inc. | 0.04% | Add +7.3% | 28,765 | $2.5M |
| Rik Saylor Financial, Inc. | 2.32% | — | 28,668 | $2.5M |
| Vienna Asset Management LLC | 1.69% | Add +139.5% | 28,604 | $2.5M |
| Capital Analysts, LLC | 0.10% | Add +51.5% | 27,819 | $2.4M |
| Integrated Advisors Network LLC | 0.12% | Reduce -37.0% | 27,757 | $2.4M |
| Signature Wealth Management Group | 0.96% | Add +1.0% | 27,467 | $2.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.12% | Reduce -6.6% | 27,466 | $2.4M |
| Midwest Capital Advisors, LLC | 1.75% | — | 27,373 | $2.4M |
| SigFig Wealth Management, LLC | 0.09% | Add +5.7% | 26,934 | $2.4M |
| Loomis Sayles & Co. L P | 0.00% | Add +2485.7% | 27,072 | $2.4M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +0.7% | 26,988 | $2.4M |
| Western Wealth Management, LLC | 0.13% | Add +9.4% | 26,759 | $2.3M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -25.1% | 26,131 | $2.3M |
| Morse Asset Management, Inc | 0.53% | Reduce -12.5% | 26,115 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Reduce -32.1% | 25,986 | $2.3M |
| Edmond DE Rothschild Holding S.A. | 0.04% | Reduce -75.0% | 25,960 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +9.1% | 25,896 | $2.3M |
| Paces Ferry Wealth Advisors, LLC | 1.10% | New | 25,878 | $2.3M |
| HAP Trading, LLC | 0.75% | Add +104.4% | 25,506 | $2.2M |
| Ballew Advisors, Inc | 1.42% | Add +77.7% | 26,066 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -7.1% | 25,410 | $2.2M |
| XTX Topco Ltd | 0.19% | Add +556.8% | 25,400 | $2.2M |
| RPg Family Wealth Advisory, LLC | 0.78% | Reduce -3.5% | 25,282 | $2.2M |
| Argyle Capital Partners, LLC | 1.89% | — | 25,218 | $2.2M |
| Moser Wealth Advisors, LLC | 1.14% | Reduce -1.3% | 25,150 | $2.2M |
| Redwood Investment Management, LLC | 0.21% | Reduce -51.1% | 24,766 | $2.2M |
| Cresta Advisors, Ltd. | 1.13% | No change | 22,045 | $2.2M |
| Cypress Capital Management LLC (WY) | 2.47% | Reduce -12.4% | 24,714 | $2.2M |
| Security Financial Services, INC. | 0.44% | Add +2.7% | 24,682 | $2.2M |
| PMV Capital Advisers, LLC | 5.80% | — | 24,650 | $2.2M |
| Virtue Capital Management, LLC | 0.43% | Add +3.9% | 24,356 | $2.1M |
| WealthPlan Investment Management, LLC | 0.21% | Add +443.2% | 24,092 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -69.4% | 24,019 | $2.1M |
| Signal Advisors Wealth, LLC | 0.24% | Reduce -37.9% | 23,924 | $2.1M |
| Watershed Private Wealth LLC | 0.81% | Add +16.9% | 23,830 | $2.1M |
| Peregrine Asset Advisers, Inc. | 0.77% | New | 23,808 | $2.1M |
| Insigneo Advisory Services, LLC | 0.21% | Reduce -11.8% | 23,724 | $2.1M |
| Natixis Advisors, LLC | 0.00% | New | 23,606 | $2.1M |
| First Interstate Bank | 0.12% | Reduce -2.3% | 23,529 | $2.1M |
| Atlas Financial Advisors, Inc. | 3.19% | Reduce -20.4% | 23,398 | $2.0M |
| Providence Capital Advisors, LLC | 0.41% | Add +0.7% | 23,145 | $2.0M |
| Alethea Capital Management, LLC | 1.73% | No change | 23,123 | $2.0M |
| True Vision MN LLC | 1.19% | Add +9.7% | 22,936 | $2.0M |
| Formidable Asset Management, LLC | 0.33% | Reduce -16.5% | 24,893 | $2.0M |
| Keel Point, LLC | 0.16% | Reduce -1.3% | 22,781 | $2.0M |
| Cypress Wealth Services, LLC | 0.40% | Reduce -2.3% | 22,759 | $2.0M |
| Carr Financial Group Corp | 0.62% | Reduce -12.3% | 22,617 | $2.0M |
| McAdam, LLC | 0.11% | Add +23.5% | 22,595 | $2.0M |
| KM Capital Management Ltd. | 1.02% | Add +57.1% | 22,517 | $2.0M |
| DKM Wealth Management, Inc. | 1.86% | — | 22,509 | $2.0M |
| Worth Asset Management, LLC | 1.04% | Reduce -78.6% | 22,397 | $2.0M |
| SWP Financial LLC | 1.17% | New | 22,300 | $1.9M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +1.4% | 22,206 | $1.9M |
| Isomer Partners LP | 2.60% | New | 22,000 | $1.9M |
| Maridea Wealth Management LLC | 0.62% | — | 21,997 | $1.9M |
| Panoramic Investment Advisors, LLC | 1.25% | Reduce -25.5% | 21,968 | $1.9M |
| Milestone Asset Management, LLC | 0.42% | Add +833.5% | 21,938 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +150.0% | 21,750 | $1.9M |
| Aveo Capital Partners, LLC | 0.21% | Reduce -51.3% | 21,760 | $1.9M |
| Anchor Pointe Wealth Management, LLC | 2.44% | — | 21,388 | $1.9M |
| Hoxton Planning & Management, LLC | 0.71% | Add +2.5% | 21,348 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -20.6% | 20,962 | $1.8M |
| Illumine Investment Management, LLC | 1.51% | — | 20,941 | $1.8M |
| Joseph P. Lucia & Associates, LLC | 0.81% | Reduce -13.1% | 20,842 | $1.8M |
| Lodestar Private Asset Management LLC | 0.22% | Reduce -49.3% | 20,590 | $1.8M |
| Pacifica Partners Inc. | 0.78% | Reduce -1.8% | 20,530 | $1.8M |
| United Advisor Group, LLC | 0.36% | Add +22.5% | 20,575 | $1.8M |
| Wesbanco Bank Inc. | 0.06% | Reduce -3.7% | 20,434 | $1.8M |
| Voya Financial Advisors, Inc. | 0.19% | Add +55.3% | 20,263 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -35.0% | 20,597 | $1.8M |
| 5T Wealth, LLC | 0.97% | — | 20,279 | $1.8M |
| Westshore Wealth, LLC | 0.72% | Reduce -0.7% | 20,224 | $1.8M |
| Omega Financial Group, LLC | 0.65% | Add +2.7% | 19,734 | $1.7M |
| Tortoise Investment Management, LLC | 0.18% | Add +135.1% | 19,575 | $1.7M |
| Midwest Heritage Bank, FSB | 0.79% | Add +375.7% | 19,548 | $1.7M |
| Everstar Asset Management, LLC | 1.20% | Add +3.8% | 19,360 | $1.7M |
| Christensen, King & Associates Investment Services, Inc. | 0.78% | Add +4.8% | 19,023 | $1.7M |
| Lifeworks Advisors, LLC | 0.30% | Add +30.9% | 19,112 | $1.7M |
| Shay Capital LLC | 0.41% | Add +141.2% | 19,103 | $1.7M |
| Penserra Capital Management LLC | 0.03% | Reduce -86.4% | 19,091 | $1.7M |
| Apeiron RIA LLC | 0.47% | Reduce -12.3% | 19,070 | $1.7M |
| Keebeck Wealth Management | 0.24% | Add +16.8% | 19,012 | $1.7M |
| Clear Street Derivatives LLC | 0.02% | Reduce -55.8% | 18,964 | $1.7M |
| Robbins Farley | 0.81% | Add +4.1% | 18,935 | $1.7M |
| Values First Advisors, Inc. | 0.91% | Add +52.8% | 18,912 | $1.7M |
| MBA Advisors LLC | 0.83% | Reduce -16.0% | 18,681 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -11.6% | 18,616 | $1.6M |
| Grant/GrossMendelsohn, LLC | 0.85% | Reduce -24.3% | 18,591 | $1.6M |
| Meridian Financial Partners LLC | 0.86% | Reduce -62.8% | 18,546 | $1.6M |
| Hobbs Group Advisors, LLC | 0.61% | Add +63.3% | 18,466 | $1.6M |
| Keybank National Association | 0.01% | Reduce -20.1% | 18,459 | $1.6M |
| Western Financial Corp | 0.88% | Add +15.2% | 18,376 | $1.6M |
| Catalyst Private Wealth, LLC | 0.71% | Add +93.5% | 18,356 | $1.6M |
| MAI Capital Management | 0.01% | New | 18,248 | $1.6M |
| Readystate Asset Management LP | 0.12% | New | 17,700 | $1.5M |
| Lake Street Private Wealth, LLC | 0.25% | Reduce -14.9% | 17,525 | $1.5M |
| Shira Ridge Wealth Management | 0.75% | Add +1.8% | 17,467 | $1.5M |
| Wakefield Asset Management LLLP | 0.51% | Reduce -0.4% | 17,359 | $1.5M |
| Etesian Wealth Advisors, Inc. | 0.66% | Add +8.8% | 17,160 | $1.5M |
| Boltwood Capital Management | 0.46% | Add +10.3% | 17,151 | $1.5M |
| Tectonic Advisors LLC | 0.10% | Reduce -2.5% | 17,016 | $1.5M |
| Executive Wealth Management, LLC | 0.12% | Reduce -10.2% | 16,908 | $1.5M |
| Maia Wealth LLC | 0.32% | Reduce -12.6% | 16,650 | $1.5M |
| Spectrum Strategic Capital Management, LLC | 0.93% | Add +5.8% | 16,817 | $1.5M |
| B.O.S.S. Retirement Advisors, LLC | 0.41% | New | 16,740 | $1.5M |
| Mma Asset Management LLC | 0.63% | Reduce -15.0% | 16,616 | $1.5M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.58% | — | 16,593 | $1.4M |
| Investment Management Corp. /Va/ | 1.29% | — | 16,527 | $1.4M |
| Investment House LLC | 0.08% | New | 16,512 | $1.4M |
| Detalus Advisors, LLC | 0.47% | Add +15.1% | 16,501 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.55% | Add +19.2% | 16,488 | $1.4M |
| Claro Advisors Inc. | 0.19% | Add +0.9% | 16,347 | $1.4M |
| Optimum Investment Advisors | 0.62% | No change | 16,145 | $1.4M |
| My Legacy Advisors, LLC | 0.54% | Add +11.9% | 16,152 | $1.4M |
| ORG Partners LLC | 0.19% | Add +325.6% | 15,853 | $1.4M |
| Certus Wealth Management, LLC | 0.92% | Add +9.6% | 15,493 | $1.4M |
| Leisure Capital Management | 0.54% | Reduce -17.7% | 15,694 | $1.4M |
| Strategic Investment Solutions, Inc. | 0.46% | Reduce -30.3% | 14,662 | $1.4M |
| Global Financial Private Client, LLC | 0.51% | Add +5.2% | 15,501 | $1.4M |
| Blair William & Co. | 0.00% | Add +13.6% | 15,448 | $1.3M |
| Goelzer Investment Management, Inc. | 0.08% | Add +1.4% | 15,401 | $1.3M |
| Altura Wealth Advisors Inc. | 0.98% | Reduce -16.1% | 15,272 | $1.3M |
| Ascentis Independent Advisors | 0.25% | Reduce -39.1% | 15,204 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -59.1% | 15,059 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -40.0% | 15,000 | $1.3M |
| Kickstand Ventures, Llc. | 0.33% | Reduce -3.4% | 14,937 | $1.3M |
| Tradition Wealth Management, LLC | 0.11% | Reduce -0.8% | 14,848 | $1.3M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -13.2% | 14,845 | $1.3M |
| Unique Wealth, LLC | 0.27% | Add +157.7% | 14,836 | $1.3M |
| Camarda Financial Advisors, LLC | 0.48% | Reduce -57.1% | 14,774 | $1.3M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 14,674 | $1.3M |
| Transce3nd, LLC | 0.43% | — | 14,590 | $1.3M |
| Family Firm, Inc. | 0.28% | Add +6.6% | 14,502 | $1.3M |
| Hollencrest Capital Management | 0.05% | Add +0.8% | 14,419 | $1.3M |
| Titleist Asset Management, LLC | 0.14% | Add +17.4% | 14,416 | $1.3M |
| International Private Wealth Advisors LLC | 1.25% | New | 14,406 | $1.3M |
| CWC Advisors, LLC. | 1.25% | Reduce -41.2% | 14,384 | $1.3M |
| Marshall & Sterling Wealth Advisors Inc. | 0.87% | — | 14,375 | $1.3M |
| First Heartland Consultants, Inc. | 0.13% | Reduce -19.3% | 14,265 | $1.2M |
| 4WEALTH Advisors, Inc. | 1.27% | — | 14,211 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | No change | 14,200 | $1.2M |
| Northwest & Ethical Investments L.P. | 0.03% | New | 14,087 | $1.2M |
| National Philanthropic Trust | 0.02% | Add +9.1% | 14,076 | $1.2M |
| Wealthgarden F.S. LLC | 1.14% | Reduce -19.1% | 13,922 | $1.2M |
| Affinity Capital Advisors, LLC | 0.23% | Add +20.1% | 14,037 | $1.2M |
| Spectrum Planning & Advisory Services Inc. | 1.04% | Reduce -15.7% | 13,755 | $1.2M |
| Theory Financial LLC | 0.50% | Add +14.8% | 13,743 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.08% | Reduce -5.9% | 13,701 | $1.2M |
| R. W. Roge & Company, Inc. | 0.64% | New | 13,503 | $1.2M |
| Rothschild Wealth LLC | 0.34% | Add +81.8% | 13,468 | $1.2M |
| Vermillion & White Wealth Management Group, LLC | 0.85% | Add +25.2% | 13,227 | $1.2M |
| Atlatl Advisers LLC | 0.67% | — | 13,168 | $1.1M |
| Constant Guidance Financial LLC | 0.97% | New | 12,935 | $1.1M |
| Centurion Wealth Management LLC | 0.35% | Reduce -24.7% | 12,916 | $1.1M |
| Davis Wealth Advisors, LLC | 1.23% | — | 12,821 | $1.1M |
| Maripau Wealth Management LLC | 0.66% | Reduce -52.3% | 12,772 | $1.1M |
| Sunbelt Securities, Inc. | 0.10% | Reduce -78.9% | 12,521 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +8.4% | 12,443 | $1.1M |
| Lane & Associates LLC | 0.56% | Reduce -11.3% | 12,358 | $1.1M |
| ExodusPoint Capital Management, LP | 0.01% | New | 12,332 | $1.1M |
| Estate Counselors, LLC | 0.11% | Reduce -92.3% | 12,120 | $1.1M |
| Valtrion Capital Management, LLC | 2.25% | — | 12,113 | $1.1M |
| SFG Wealth Management, LLC. | 0.55% | New | 11,972 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -67.5% | 11,922 | $1.0M |
| MFG Wealth Management, Inc. | 0.95% | — | 11,820 | $1.0M |
| Choreo, LLC | 0.01% | Add +46.5% | 11,715 | $1.0M |
| American Alpha Advisors, LLC | 0.93% | New | 11,718 | $1.0M |
| Nwam LLC | 0.06% | Add +12.0% | 11,712 | $1.0M |
| Commerce Bank | 0.01% | Add +18.5% | 11,662 | $1.0M |
| Biondo Investment Advisors, LLC | 0.14% | Add +4.5% | 11,550 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | — | 11,538 | $1.0M |
| Sage Advisory Services, Ltd.Co. | 0.59% | Reduce -42.3% | 11,476 | $1.0M |
| Ibex Wealth Advisors | 0.12% | New | 11,331 | $990K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +13.6% | 11,202 | $978K |
| Southeast Asset Advisors, LLC | 0.12% | Add +1.1% | 11,094 | $969K |
| Clear Investment Research, LLC | 1.24% | Add +10.5% | 11,010 | $962K |
| Swan Global Investments, LLC | 0.05% | Add +6.8% | 11,005 | $961K |
| One Plus One Wealth Management, LLC | 0.56% | New | 10,968 | $958K |
| Narus Financial Partners, LLC | 0.32% | Add +135.8% | 10,948 | $956K |
| Maven Securities LTD | 0.15% | New | 10,933 | $955K |
| Kilter Group LLC | 0.62% | — | 10,895 | $951K |
| Paragon Capital Management Inc. | 0.74% | Reduce -2.7% | 10,866 | $949K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -34.9% | 10,788 | $942K |
| SpringVest Wealth Management LLC | 0.81% | — | 10,787 | $942K |
| Tritonpoint Wealth, LLC | 0.09% | Reduce -5.7% | 10,780 | $941K |
| Lewis Asset Management, LLC | 0.71% | Add +28.3% | 10,716 | $936K |
| Lowery Thomas, LLC | 0.61% | Reduce -34.5% | 10,703 | $935K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -4.4% | 10,690 | $934K |
| Good Life Advisors, LLC | 0.07% | Reduce -64.6% | 10,672 | $932K |
| SignalPoint Asset Management, LLC | 0.23% | Reduce -26.9% | 10,654 | $930K |
| Headinvest, LLC | 0.17% | Add +3.2% | 10,607 | $926K |
| World Investment Advisors | 0.03% | Reduce -47.1% | 10,590 | $925K |
| E&G Advisors, LLC | 0.25% | Reduce -10.8% | 10,409 | $910K |
| Endeavor Private Wealth, Inc. | 0.86% | — | 10,384 | $907K |
| Triumph Capital Management | 0.31% | New | 10,315 | $901K |
| Fort Point Capital Partners LLC | 0.10% | Add +18.6% | 10,307 | $900K |
| Moors & Cabot, Inc. | 0.04% | Add +12.1% | 10,286 | $898K |
| Arrowroot Family Office, LLC | 0.47% | Add +21.0% | 10,278 | $898K |
| PFG Investments, LLC | 0.06% | Reduce -6.7% | 10,243 | $895K |
| IFG Advisory, LLC | 0.05% | New | 10,201 | $891K |
| Synovus Financial Corp. | 0.01% | Add +100.9% | 10,199 | $891K |
| Twin Peaks Wealth Advisors, LLC | 0.38% | Add +14.2% | 10,154 | $887K |
| Intrua Financial, LLC | 0.14% | Reduce -4.0% | 10,145 | $886K |
| Picton Mahoney Asset Management | 0.03% | No change | 10,000 | $873K |
| Capstone Wealth Management Group, LLC | 0.47% | Reduce -82.4% | 9,984 | $872K |
| One Wealth Capital Management, LLC | 0.44% | — | 9,957 | $870K |
| J. W. Coons Advisors, LLC | 0.22% | Reduce -8.3% | 9,827 | $858K |
| Ethos Financial Group, LLC | 0.11% | Reduce -89.3% | 9,813 | $857K |
| M1 Capital Management LLC | 0.46% | — | 9,808 | $857K |
| Firethorn Wealth Partners, LLC | 0.42% | Reduce -1.5% | 9,769 | $853K |
| Founders Financial Securities LLC | 0.08% | Reduce -11.9% | 9,729 | $850K |
| Lifelong Wealth Advisors, Inc. | 0.38% | — | 9,707 | $848K |
| GeoWealth Management, LLC | 0.03% | Reduce -78.2% | 9,582 | $837K |
| FNY Investment Advisers, LLC | 0.44% | New | 9,560 | $834K |
| Swmg, LLC | 0.33% | Add +1.7% | 9,482 | $830K |
| Caldwell Sutter Capital, Inc. | 0.39% | Add +25.0% | 9,488 | $829K |
| LexAurum Advisors, LLC | 0.16% | Add +104.0% | 9,424 | $823K |
| Savvy Advisors, Inc. | 0.10% | New | 9,385 | $820K |
| AssuredPartners Investment Advisors, LLC | 0.16% | — | 9,324 | $814K |
| Petra Financial Advisors Inc. | 0.55% | Reduce -1.4% | 9,285 | $811K |
| Mosley Wealth Management | 0.50% | Add +22.0% | 9,118 | $802K |
| Foguth Wealth Management, LLC. | 0.21% | Add +54.5% | 9,195 | $802K |
| DecisionMap Wealth Management, LLC | 0.63% | — | 9,117 | $796K |
| Consolidated Portfolio Review Corp | 0.13% | Add +4.8% | 9,064 | $792K |
| Fullcircle Wealth LLC | 0.32% | Add +20.9% | 8,887 | $788K |
| BayBridge Capital Group, LLC | 0.57% | Reduce -43.5% | 9,022 | $788K |
| Dentgroup LLC | 0.60% | Add +20.9% | 8,953 | $782K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -73.8% | 8,938 | $781K |
| LCNB Corp. | 0.28% | Reduce -84.4% | 8,900 | $777K |
| New Century Financial Group, LLC | 0.33% | Add +15.9% | 8,890 | $776K |
| LGT Financial Advisors LLC | 1.72% | Add +8.9% | 8,881 | $776K |
| Professional Financial Advisors, LLC | 0.20% | Reduce -83.9% | 8,793 | $768K |
| Tranquilli Financial Advisor LLC | 0.48% | Add +124.6% | 8,760 | $765K |
| Arkos Global Advisors | 0.11% | Reduce -9.6% | 8,702 | $760K |
| Old National Bancorp | 0.02% | Reduce -3.5% | 8,696 | $759K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -60.3% | 8,661 | $756K |
| Commonwealth Financial Services, LLC | 0.15% | Add +48.5% | 8,558 | $747K |
| Gilman Hill Asset Management, LLC | 0.13% | Reduce -34.0% | 8,500 | $742K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 8,458 | $739K |
| Alteri Wealth LLC | 0.20% | — | 8,439 | $737K |
| Bokf, NA | 0.01% | Reduce -15.1% | 8,618 | $736K |
| Modera Wealth Management, LLC | 0.01% | Add +11.2% | 8,433 | $736K |
| Johnson Financial Group, Inc. | 0.03% | Add +40.0% | 8,385 | $736K |
| Integrated Investment Consultants, LLC | 0.15% | Add +74.2% | 12,784 | $736K |
| Gateway Wealth Partners, LLC | 0.19% | Add +25.3% | 8,409 | $734K |
| Helium Advisors LLC | 0.58% | — | 8,388 | $733K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.33% | No change | 8,370 | $731K |
| Tempus Wealth Planning, LLC | 0.22% | Add +11.8% | 8,353 | $729K |
| Mgo One Seven LLC | 0.03% | Reduce -49.8% | 8,290 | $724K |
| Copperleaf Capital, LLC | 0.46% | Reduce -17.5% | 8,284 | $723K |
| CENTRAL TRUST Co | 0.02% | Reduce -28.3% | 8,218 | $718K |
| Garden State Investment Advisory Services LLC | 0.22% | Reduce -37.5% | 8,131 | $713K |
| Clearview Wealth Advisors LLC | 0.54% | Reduce -10.5% | 8,131 | $710K |
| Realta Investment Advisors | 0.29% | Add +80.1% | 8,105 | $708K |
| Concorde Asset Management, LLC | 0.37% | Add +13.4% | 8,047 | $703K |
| MA Private Wealth | 0.13% | Add +26.7% | 8,038 | $702K |
| Barnes Wealth Management Group, Inc | 0.47% | — | 8,033 | $702K |
| Regimen Wealth, LLC | 0.23% | Reduce -14.5% | 8,047 | $701K |
| RDA Financial Network | 0.20% | Add +18.1% | 8,020 | $700K |
| Dudley Capital Management, LLC | 0.36% | Reduce -35.4% | 7,992 | $698K |
| Burford Brothers, Inc. | 0.34% | Add +36.2% | 7,890 | $689K |
| Bestgate Wealth Advisors, LLC | 1.38% | — | 7,871 | $687K |
| BCU Wealth Advisors, LLC | 0.39% | Add +21.2% | 7,729 | $675K |
| WealthPLAN Partners, LLC | 0.10% | Add +1.3% | 7,702 | $673K |
| Tidemark, LLC | 0.26% | Add +31912.5% | 7,683 | $671K |
| Visionary Wealth Advisors | 0.04% | Reduce -69.1% | 7,655 | $669K |
| Slagle Financial, LLC | 0.30% | Reduce -9.5% | 7,646 | $668K |
| Legacy Private Trust Co. | 0.04% | Reduce -1.2% | 7,634 | $667K |
| Dohj, LLC | 0.15% | Add +47.9% | 7,607 | $664K |
| Advisors Asset Management, Inc. | 0.01% | Add +43.0% | 7,550 | $659K |
| AQR Capital Management | 0.00% | Add +10.0% | 7,536 | $658K |
| Wade Financial Advisory, Inc | 0.22% | Add +13.0% | 7,518 | $657K |
| Briaud Financial Planning Inc | 0.27% | Add +0.9% | 7,518 | $656K |
| Ping Capital Management, Inc. | 0.27% | New | 7,500 | $655K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +12.3% | 7,407 | $647K |
| Tru Independence Asset Management 2, LLC | 0.54% | Add +22.3% | 7,387 | $645K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -87.0% | 7,311 | $638K |
| Aurelius Family Office LLC | 0.32% | — | 7,308 | $638K |
| LaSalle St. Investment Advisors, LLC | 0.20% | Reduce -62.4% | 7,311 | $638K |
| Future You Wealth LLC | 0.45% | — | 7,265 | $634K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | New | 7,208 | $629K |
| Rooted Wealth Advisors, Inc. | 0.25% | Add +9.0% | 7,301 | $627K |
| Beacon Capital Management, LLC | 0.08% | Reduce -93.5% | 7,174 | $627K |
| Fonville Wealth Management LLC | 0.20% | Add +51.1% | 7,100 | $620K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -33.0% | 7,080 | $618K |
| Kovack Advisors, Inc. | 0.06% | Add +3.6% | 6,838 | $597K |
| Patton Albertson Miller Group, LLC | 0.08% | New | 6,760 | $590K |
| RCS Financial Planning, LLC | 0.31% | Add +0.4% | 6,733 | $588K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -9.2% | 6,712 | $586K |
| Capital Investment Counsel, Inc | 0.09% | New | 6,650 | $581K |
| Bison Wealth, LLC | 0.07% | — | 6,645 | $580K |
| Matauro, LLC | 0.13% | — | 6,616 | $578K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -7.9% | 6,614 | $578K |
| Advyzon Investment Management, LLC | 0.22% | — | 6,578 | $574K |
| Empirical Asset Management, LLC | 0.19% | Add +4.4% | 6,496 | $567K |
| Westfuller Advisors, LLC | 0.36% | Reduce -2.0% | 6,476 | $566K |
| Frontier Asset Management, LLC | 0.19% | Reduce -65.8% | 6,470 | $565K |
| Investor's Fiduciary Advisor Network, LLC | 0.22% | — | 6,444 | $562K |
| Bush Investment Group, LLC | 0.44% | Add +9.4% | 6,428 | $561K |
| Alterna Wealth Management, Inc. | 0.47% | Reduce -28.2% | 6,424 | $561K |
| RiverFront Investment Group, LLC | 0.01% | Add +17.0% | 6,414 | $560K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +199.0% | 6,404 | $559K |
| Norden Group LLC | 0.06% | Reduce -81.5% | 6,399 | $559K |
| Florida Financial Advisors, LLC | 0.25% | Add +18.9% | 6,356 | $555K |
| Shelton Wealth Management, LLC | 0.30% | Reduce -88.8% | 6,332 | $553K |
| Crabel Capital Management, LLC | 1.79% | Reduce -82.4% | 6,299 | $550K |
| United Asset Strategies, Inc. | 0.05% | Reduce -3.1% | 6,285 | $549K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +37.4% | 6,274 | $548K |
| BluePointe Capital Management, LLC | 0.31% | Reduce -46.3% | 6,220 | $543K |
| Blue Oak Capital, LLC | 0.33% | — | 6,203 | $542K |
| Fulcrum Equity Management | 0.54% | Reduce -5.0% | 6,199 | $541K |
| W Advisors, LLC | 0.33% | Add +1.6% | 6,140 | $536K |
| Schroder Investment Management Group | 0.00% | No change | 6,100 | $536K |
| D.B. Root & Company, LLC | 0.17% | New | 6,127 | $535K |
| Keystone Financial Group | 0.05% | Add +60.8% | 6,094 | $532K |
| Lantern Wealth Advisors, LLC | 0.34% | Reduce -5.3% | 6,086 | $532K |
| MMBG Investment Advisors Co. | 0.06% | No change | 6,086 | $531K |
| Stonebridge Financial Group, LLC | 0.06% | — | 6,059 | $529K |
| Golden State Wealth Management, LLC | 0.08% | — | 6,052 | $529K |
| Northstar Financial Companies, Inc. | 0.50% | — | 6,020 | $526K |
| FSB Premier Wealth Management, Inc. | 0.21% | Add +40.8% | 5,944 | $519K |
| Ritholtz Wealth Management | 0.01% | Reduce -35.6% | 5,833 | $509K |
| Gen-Wealth Partners Inc | 0.22% | Add +2.4% | 5,813 | $508K |
| Core Wealth Partners LLC | 0.29% | Add +46.6% | 5,790 | $506K |
| Life Line Wealth Management LLC | 0.18% | Add +0.9% | 5,750 | $502K |
| Silver Oak Securities, Incorporated | 0.05% | Add +132.0% | 5,702 | $501K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -77.7% | 5,710 | $499K |
| Advisory Alpha, LLC | 0.02% | Reduce -7.6% | 5,680 | $496K |
| Herold Advisors, Inc. | 0.11% | Reduce -6.0% | 5,667 | $495K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +81.2% | 5,661 | $494K |
| Financial Counselors Inc. | 0.01% | Reduce -6.8% | 5,580 | $487K |
| Strategy Asset Managers LLC | 0.09% | Reduce -51.3% | 5,533 | $483K |
| Syntax Research, Inc. | 0.35% | Reduce -87.4% | 5,526 | $483K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -2.4% | 5,503 | $481K |
| Crown Wealth Group, LLC | 0.20% | New | 5,500 | $480K |
| Sutton Place Investors LLC | 0.28% | Add +4.7% | 5,467 | $477K |
| LifePlan Investment Advisors, Inc. | 0.29% | Reduce -6.0% | 5,437 | $475K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -17.7% | 5,436 | $475K |
| Elios Financial Group Inc. | 0.22% | Reduce -1.8% | 5,425 | $474K |
| Strategic Wealth Partners, Ltd. | 0.04% | Add +0.7% | 5,342 | $474K |
| Regions Financial Corp. | 0.00% | Add +0.9% | 5,401 | $472K |
| Elevated Capital Advisors, LLC | 0.13% | New | 5,363 | $468K |
| Capital Advisors Wealth Management, LLC | 0.08% | Reduce -33.0% | 5,284 | $461K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -12.7% | 5,273 | $461K |
| Fort Sheridan Advisors LLC | 0.07% | New | 5,200 | $454K |
| Invictus Private Wealth, LLC | 0.03% | Reduce -29.6% | 5,185 | $453K |
| Pines Wealth Management, LLC | 0.20% | — | 5,275 | $451K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -3.6% | 5,234 | $447K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | New | 5,108 | $446K |
| Saxon Interests, Inc. | 0.20% | Reduce -15.4% | 5,106 | $446K |
| Howard Bailey Securities, LLC | 0.17% | Reduce -33.5% | 5,099 | $445K |
| Westside Investment Management, Inc. | 0.09% | Reduce -70.0% | 5,087 | $444K |
| Barry Investment Advisors, LLC | 0.14% | New | 5,011 | $438K |
| Private Trust Co. NA | 0.04% | Reduce -31.1% | 5,005 | $437K |
| American Assets Investment Management, LLC | 0.04% | New | 5,000 | $437K |
| Ewa, LLC | 0.16% | Add +9.1% | 4,979 | $435K |
| Stewardship Advisors, LLC | 0.12% | Reduce -21.0% | 4,968 | $434K |
| Global Assets Advisory, LLC | 0.24% | Add +9.5% | 4,928 | $432K |
| Bingham Private Wealth, LLC | 0.46% | — | 4,938 | $431K |
| Orrstown Financial Services Inc. | 0.12% | Reduce -82.2% | 4,909 | $429K |
| Patten & Patten Inc. | 0.03% | Add +20.5% | 4,867 | $425K |
| Summa Corp. | 0.21% | No change | 4,850 | $424K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -18.9% | 4,820 | $421K |
| Wedgewood Investors Inc. | 0.49% | No change | 4,791 | $418K |
| Marshall Financial Group, LLC | 0.10% | Add +7.1% | 4,788 | $418K |
| Rothschild Investment LLC | 0.03% | Reduce -3.3% | 4,772 | $417K |
| Fragasso Financial Advisors Inc | 0.03% | Add +1.4% | 4,739 | $414K |
| RAM Investment Partners, LLC | 0.10% | Reduce -9.5% | 4,718 | $412K |
| Canandaigua National Trust Co of Florida | 0.32% | No change | 4,676 | $408K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -26.8% | 4,661 | $407K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.9% | 4,629 | $404K |
| Accretive Wealth Partners, LLC | 0.17% | Reduce -67.0% | 4,616 | $403K |
| Vertex Planning Partners, LLC | 0.09% | Add +0.4% | 4,590 | $401K |
| Avior Wealth Management, LLC | 0.01% | Add +4.5% | 4,589 | $401K |
| Ameriflex Group, Inc. | 0.18% | — | 4,536 | $398K |
| Brevan Howard Capital Management LP | 0.01% | New | 4,523 | $395K |
| Innova Wealth Partners | 0.25% | Reduce -95.7% | 4,509 | $394K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -61.4% | 4,587 | $392K |
| TruWealth Advisors, LLC | 0.02% | New | 4,431 | $387K |
| Eagle Global Advisors LLC | 0.02% | Reduce -11.7% | 4,383 | $383K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -69.8% | 3,967 | $382K |
| Caldwell Trust Co | 0.04% | Add +6.0% | 4,376 | $382K |
| Weaver Consulting Group | 0.12% | Reduce -2.1% | 4,358 | $381K |
| Hobbs Wealth Management, LLC | 0.43% | — | 4,351 | $380K |
| Coordinated Financial Services, Inc. | 0.30% | — | 4,348 | $380K |
| Bleakley Financial Group, LLC | 0.01% | New | 4,338 | $379K |
| Indie Asset Partners, LLC | 0.30% | Reduce -22.3% | 4,326 | $378K |
| UMB Bank, n.a. | 0.01% | Add +183.3% | 4,314 | $377K |
| Valmark Advisers, Inc. | 0.01% | Add +13.6% | 4,299 | $375K |
| Second Half Financial Partners, LLC | 0.18% | Reduce -3.3% | 4,288 | $374K |
| GenTrust, LLC | 0.02% | Reduce -18.1% | 4,234 | $370K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -3.5% | 4,231 | $369K |
| Smith, Moore & Co. | 0.03% | Reduce -12.5% | 4,206 | $367K |
| Ashford Capital Management Inc. | 0.04% | Reduce -67.0% | 4,153 | $363K |
| NFSG Corp | 0.09% | New | 4,129 | $361K |
| Aspire Private Capital, LLC | 0.09% | Add +5.2% | 4,113 | $359K |
| Lansing Street Advisors | 0.12% | Add +30.3% | 4,078 | $356K |
| Clarus Wealth Advisors | 0.18% | Reduce -1.8% | 4,160 | $355K |
| Union Bancaire Privee, UBP SA | 0.01% | — | 4,230 | $355K |
| Semmax Financial Advisors Inc. | 0.09% | Reduce -89.2% | 4,003 | $355K |
| Avid Wealth Partners LLC | 0.25% | Reduce -17.5% | 4,063 | $355K |
| Lido Advisors, LLC | 0.00% | Reduce -4.0% | 4,046 | $353K |
| Global View Capital Management LLC | 0.12% | — | 4,029 | $353K |
| Capital Square, LLC | 0.20% | Reduce -57.2% | 4,019 | $351K |
| Fortitude Advisory Group L.L.C. | 0.21% | Reduce -3.4% | 3,983 | $348K |
| Power Wealth Management LLC | 0.14% | Reduce -8.8% | 3,952 | $345K |
| Resurgent Financial Advisors LLC | 0.20% | Reduce -8.3% | 3,939 | $344K |
| Mather Group, Llc. | 0.00% | New | 3,900 | $341K |
| MCF Advisors LLC | 0.02% | No change | 3,893 | $340K |
| Absolute Capital Management, LLC | 0.19% | Add +0.2% | 3,854 | $338K |
| Optivise Advisory Services LLC | 0.18% | Reduce -4.4% | 3,855 | $337K |
| Roman Butler Fullerton & Co. | 0.11% | New | 3,815 | $337K |
| CPC Advisors, LLC | 0.05% | Reduce -5.8% | 3,851 | $336K |
| Caitlin John, LLC | 0.23% | Reduce -7.7% | 3,835 | $335K |
| Running Point Capital Advisors, LLC | 0.11% | Reduce -6.8% | 3,831 | $335K |
| Howe & Rusling Inc. | 0.03% | Add +5761.5% | 3,810 | $333K |
| Pursue Wealth Partners LLC | 0.19% | New | 3,790 | $331K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +5.6% | 3,782 | $330K |
| Coppell Advisory Solutions LLC | 0.05% | Add +73.7% | 3,746 | $329K |
| Kaizen Financial Strategies | 0.19% | Add +13.2% | 3,727 | $325K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -1.9% | 3,700 | $323K |
| Retirement Wealth Solutions LLC | 0.27% | — | 3,776 | $323K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -83.0% | 3,695 | $323K |
| Fortress Private Ledger, LLC | 0.20% | — | 3,681 | $321K |
| Dover Advisors, LLC | 0.18% | Reduce -48.8% | 3,672 | $321K |
| Latko Wealth Management, Ltd. | 0.19% | Add +4.3% | 3,659 | $320K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -29.1% | 3,635 | $317K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Add +6.5% | 3,624 | $316K |
| JT Stratford LLC | 0.05% | Reduce -9.8% | 3,623 | $316K |
| Montag A & Associates Inc. | 0.01% | No change | 3,567 | $312K |
| Tidal Investments LLC | 0.00% | Reduce -90.0% | 3,563 | $311K |
| Retirement Planning Group, LLC | 0.02% | New | 3,545 | $310K |
| Coastwise Capital Group, LLC | 0.25% | Add +1.3% | 3,537 | $309K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 3,500 | $309K |
| Ranch Capital Advisors Inc. | 0.15% | Reduce -54.0% | 3,524 | $308K |
| Wells Financial Advisors INC | 0.42% | Add +89.5% | 3,520 | $307K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -93.0% | 3,519 | $307K |
| Cannell & Spears LLC | 0.01% | New | 3,510 | $307K |
| Pinnacle Bancorp, Inc. | 0.10% | Add +13.7% | 3,502 | $306K |
| Intellectus Partners, LLC | 0.07% | New | 3,458 | $302K |
| Guidance Capital, Inc. | 0.09% | Reduce -60.5% | 3,446 | $301K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -18.6% | 3,422 | $299K |
| Mascagni Wealth Management, Inc. | 0.30% | — | 3,273 | $298K |
| Encompass More Asset Management | 0.10% | New | 3,411 | $298K |
| Maxwell Wealth Strategies Inc. | 0.12% | Add +9.1% | 3,396 | $297K |
| Islay Capital Management, LLC | 0.21% | Add +3.9% | 3,392 | $296K |
| Merkkuri Wealth Advisors LLC | 0.23% | Add +20.6% | 3,385 | $296K |
| OMNI 360 Wealth, Inc. | 0.20% | Reduce -8.4% | 3,369 | $294K |
| Iams Wealth Management, LLC | 0.13% | New | 3,363 | $294K |
| Fiduciary Alliance LLC | 0.03% | New | 3,342 | $292K |
| Cadinha & Co. LLC | 0.05% | No change | 3,308 | $289K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -57.7% | 3,295 | $288K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +2.0% | 3,271 | $286K |
| Legacy Capital Wealth Management, LLC | 0.28% | — | 3,251 | $284K |
| Causey Wealth LLC | 0.16% | — | 3,231 | $282K |
| Mendel Capital Management LLC | 0.17% | Reduce -24.6% | 3,217 | $281K |
| Fairvoy Private Wealth, LLC | 0.07% | — | 3,169 | $277K |
| Partners Wealth Management, LLC | 0.31% | — | 3,161 | $276K |
| StoneX Group Inc. | 0.02% | Reduce -24.7% | 3,160 | $276K |
| Tandem Financial, LLC | 0.30% | — | 3,139 | $274K |
| King Wealth Management Group | 0.04% | Add +3.4% | 3,138 | $274K |
| Kestra Investment Management, LLC | 0.01% | Add +14.8% | 3,117 | $272K |
| Fortis Group Advisors, LLC | 0.05% | Reduce -97.0% | 3,107 | $271K |
| Avaii Wealth Management, LLC | 0.13% | Add +38.9% | 3,105 | $271K |
| SPC Financial, Inc. | 0.02% | Add +6.5% | 3,098 | $271K |
| SkyOak Wealth, LLC | 0.06% | New | 3,037 | $265K |
| Fortress Financial Group, LLC | 0.26% | — | 3,036 | $265K |
| Warberg Asset Management LLC | 1.03% | New | 3,000 | $262K |
| Glaxis Capital Management, LLC | 0.72% | New | 3,000 | $262K |
| Commons Capital, LLC | 0.23% | Reduce -80.8% | 2,960 | $259K |
| CSS LLC | 0.05% | New | 2,960 | $258K |
| Range Financial Group LLC | 0.12% | New | 2,942 | $257K |
| WMG Financial Advisors, LLC | 0.11% | Reduce -14.2% | 2,930 | $256K |
| Able Wealth Management LLC | 0.17% | New | 2,916 | $255K |
| VestGen Investment Management | 0.07% | Reduce -94.8% | 2,883 | $252K |
| Murphy & Mullick Capital Management Corp | 0.23% | — | 2,878 | $251K |
| Medallion Wealth Advisors, LLC | 0.12% | — | 2,872 | $251K |
| Pinion Investment Advisors, LLC | 0.10% | Reduce -12.8% | 2,869 | $251K |
| Maiden Cove Capital, LLC | 0.38% | Add +7.3% | 2,868 | $250K |
| Prasad Wealth Partners, LLC | 0.08% | — | 2,868 | $250K |
| Parallel Advisors, LLC | 0.01% | Reduce -42.1% | 2,844 | $248K |
| Oliver Lagore Vanvalin Investment Group | 0.06% | Add +1.3% | 2,842 | $248K |
| Ridgeline Wealth, LLC | 0.20% | — | 2,831 | $247K |
| Magnus Financial Group LLC | 0.02% | Reduce -68.0% | 2,827 | $247K |
| Quest 10 Wealth Builders, Inc. | 0.25% | — | 2,825 | $247K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,810 | $245K |
| Ballast Advisors LLC | 0.08% | Reduce -21.7% | 2,809 | $245K |
| Stokes Family Office, LLC | 0.03% | Reduce -36.0% | 2,803 | $245K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -11.1% | 2,800 | $245K |
| Balanced Rock Investment Advisors LLC | 0.19% | New | 2,778 | $243K |
| Vicus Capital | 0.02% | Reduce -76.5% | 2,771 | $242K |
| Cambridge Associates LLC /Ma/ | 0.01% | Reduce -96.7% | 2,749 | $240K |
| Napa Wealth Management | 0.10% | New | 2,747 | $240K |
| Brighton Jones LLC | 0.01% | Add +28.0% | 2,747 | $240K |
| Crew Capital Management, Ltd | 0.20% | Reduce -95.8% | 2,745 | $240K |
| First Citizens Bank & Trust Co. | 0.00% | Add +32.4% | 2,722 | $238K |
| XML Financial, LLC | 0.02% | Add +0.0% | 2,690 | $235K |
| Ipsen Advisor Group LLC | 0.20% | — | 2,679 | $234K |
| Sound Income Strategies, LLC | 0.01% | Add +28.1% | 2,663 | $233K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -1.2% | 2,653 | $232K |
| Kingdom Financial Group LLC. | 0.16% | Reduce -12.9% | 2,649 | $231K |
| American Investment Services, Inc. | 0.04% | Add +16.2% | 2,643 | $231K |
| Lake Street Advisors Group, LLC | 0.01% | New | 2,638 | $230K |
| Catalina Capital Group, LLC | 0.08% | Add +11.5% | 2,611 | $228K |
| Whittier Trust Co. | 0.00% | No change | 2,599 | $227K |
| Penbrook Management LLC | 0.15% | Reduce -3.7% | 2,595 | $227K |
| Vantage Point Financial LLC | 0.12% | — | 2,553 | $223K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,549 | $223K |
| Almanack Investment Partners, LLC. | 0.03% | Reduce -97.3% | 2,540 | $222K |
| WealthTrak Capital Management LLC | 0.19% | — | 2,530 | $221K |
| Hunting Hill Global Capital, LLC | 0.10% | New | 2,528 | $221K |
| Tiemann Investment Advisors, LLC | 0.10% | Reduce -11.4% | 2,525 | $221K |
| Heritage Family Offices, LLP | 0.11% | Add +6.8% | 2,510 | $219K |
| KPP Advisory Services LLC | 0.05% | No change | 2,500 | $218K |
| Dearborn Partners LLC | 0.01% | Reduce -7.2% | 2,500 | $218K |
| TrueMark Investments, LLC | 0.07% | Reduce -35.0% | 2,494 | $218K |
| BridgePort Financial Solutions, LLC | 0.10% | — | 2,371 | $216K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -79.3% | 2,471 | $216K |
| Cox Capital Mgt LLC | 0.14% | Add +15.4% | 2,471 | $216K |
| Rede Wealth, LLC | 0.08% | Add +0.8% | 2,466 | $215K |
| Eastern Bank | 0.00% | Add +23.8% | 2,461 | $215K |
| World Equity Group, Inc. | 0.05% | New | 2,460 | $215K |
| Shelton Capital Management | 0.01% | New | 2,460 | $215K |
| Americana Partners, LLC | 0.01% | Reduce -82.9% | 2,457 | $215K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +4.9% | 2,446 | $214K |
| Argent Trust Co | 0.01% | Reduce -15.8% | 2,437 | $213K |
| Bison Wealth, LLC | 0.05% | Reduce -19.3% | 2,431 | $212K |
| Two West Capital Advisors LLC | 0.18% | New | 2,400 | $210K |
| Prostatis Group LLC | 0.06% | New | 2,396 | $209K |
| Capital Advantage, Inc. | 0.04% | New | 2,392 | $209K |
| Cadence Bank | 0.01% | New | 2,376 | $207K |
| Members Advisory Group LLC | 0.08% | Reduce -98.7% | 2,355 | $207K |
| American Asset Management Inc. | 0.21% | Reduce -98.9% | 2,364 | $206K |
| Oak Harvest Investment Services | 0.03% | New | 2,354 | $206K |
| Saxony Capital Management, LLC | 0.18% | Add +11.9% | 2,353 | $206K |
| Shepherd Financial Partners LLC | 0.02% | Reduce -19.2% | 2,353 | $205K |
| Avantra Family Wealth, Inc. | 0.19% | — | 2,349 | $205K |
| Private Portfolio Partners LLC | 0.04% | Add +0.0% | 2,346 | $205K |
| Certuity, LLC | 0.02% | Reduce -18.8% | 2,340 | $204K |
| Fourth Dimension Wealth, LLC | 0.11% | — | 2,323 | $203K |
| Elevatus Welath Management | 0.07% | Reduce -98.2% | 2,315 | $202K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -35.7% | 2,310 | $202K |
| Huntleigh Advisors, Inc. | 0.04% | — | 2,303 | $201K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Reduce -5.6% | 2,307 | $201K |
| Blueprint Investment Partners LLC | 0.03% | Reduce -45.7% | 2,301 | $201K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -31.7% | 2,299 | $201K |
| Tucker Asset Management LLC | 0.04% | Add +63.1% | 2,235 | $195K |
| Larson Financial Group LLC | 0.01% | Add +11.4% | 2,132 | $186K |
| Synergy Asset Management, LLC | 0.01% | New | 1,879 | $184K |
| Pflug Koory, LLC | 0.01% | No change | 2,109 | $184K |
| Rice Partnership, LLC | 0.03% | Reduce -18.8% | 2,018 | $176K |
| Ancora Advisors LLC | 0.00% | Reduce -6.1% | 2,007 | $175K |
| MPWM Advisory Solutions, LLC | 0.12% | — | 1,939 | $169K |
| Kings Path Partners LLC | 0.07% | Reduce -7.4% | 1,834 | $160K |
| Maryland Capital Advisors Inc. | 0.07% | No change | 1,772 | $155K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -99.2% | 1,772 | $155K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -84.8% | 1,757 | $153K |
| WR Wealth Planners, LLC | 0.05% | Reduce -52.9% | 1,685 | $147K |
| FSC Wealth Advisors, LLC | 0.09% | Reduce -20.5% | 1,680 | $147K |
| Cardiff Park Advisors, LLC | 0.01% | Add +82.8% | 1,669 | $146K |
| Ransom Advisory, Ltd | 0.07% | No change | 1,625 | $142K |
| Castleview Partners, LLC | 0.07% | Reduce -11.2% | 1,590 | $139K |
| Walleye Capital LLC | 0.00% | New | 1,538 | $134K |
| Sanctuary Wealth Management, L.L.C. | 0.09% | Reduce -9.4% | 1,524 | $133K |
| Pingora Partners LLC | 0.09% | New | 1,500 | $131K |
| Raleigh Capital Management Inc. | 0.05% | Add +68.3% | 1,441 | $126K |
| NorthRock Partners, LLC | 0.00% | Reduce -78.9% | 1,418 | $124K |
| iA Global Asset Management Inc. | 0.00% | Reduce -97.2% | 1,343 | $117K |
| New Republic Capital, LLC | 0.07% | Add +12.2% | 1,289 | $113K |
| Arax Advisory Partners | 0.01% | Add +30850.0% | 1,238 | $108K |
| Covestor Ltd | 0.06% | New | 1,175 | $102K |
| Ravenstone Capital Management Inc. | 0.06% | Add +522.2% | 1,120 | $98K |
| Park Square Financial Group, LLC | 0.07% | — | 1,106 | $97K |
| Bruce G. Allen Investments, LLC | 0.08% | Reduce -89.3% | 1,096 | $96K |
| Finley Financial, LLC | 0.05% | — | 1,040 | $90K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.5% | 1,020 | $89K |
| Morling Financial Advisors, LLC | 0.03% | Add +1.4% | 1,017 | $89K |
| Mitchell Sinkler & Starr | 0.02% | No change | 1,000 | $87K |
| First PREMIER Bank | 0.02% | Reduce -17.8% | 964 | $84K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -99.0% | 930 | $82K |
| Princeton Global Asset Management LLC | 0.01% | No change | 920 | $80K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -33.5% | 915 | $80K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -15.5% | 889 | $78K |
| Park Place Capital Corp | 0.02% | Reduce -75.7% | 883 | $77K |
| Main Street Group, LTD | 0.03% | Add +16.0% | 872 | $76K |
| Signaturefd, LLC | 0.00% | Reduce -5.9% | 846 | $74K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.1% | 827 | $72K |
| Equitec Proprietary Markets, LLC | 0.48% | Add +33.3% | 800 | $70K |
| Colonial Trust Co / SC | 0.01% | Reduce -36.7% | 800 | $70K |
| Wolverine Asset Management LLC | 0.01% | New | 800 | $70K |
| FAS Wealth Partners, Inc. | 0.01% | Add +3.4% | 796 | $69K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +92.0% | 772 | $67K |
| Operose Advisors LLC | 0.02% | No change | 771 | $67K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -2.9% | 742 | $65K |
| NWK Group, Inc. | 0.02% | Add +12.7% | 721 | $63K |
| Fairway Wealth LLC | 0.03% | New | 719 | $63K |
| Delos Wealth Advisors, LLC | 0.05% | Reduce -97.3% | 656 | $57K |
| Tsfg, LLC | 0.01% | Reduce -44.6% | 614 | $54K |
| Hartford Financial Management Inc. | 0.01% | No change | 608 | $53K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -19.5% | 598 | $53K |
| Raffa Wealth Management, LLC | 0.01% | Add +97.9% | 568 | $50K |
| Arlington Trust Co LLC | 0.01% | No change | 561 | $49K |
| Hexagon Capital Partners LLC | 0.01% | New | 550 | $48K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 519 | $48K |
| Founders Financial Alliance, LLC | 0.01% | Add +4.2% | 542 | $47K |
| Winthrop Capital Management, LLC | 0.01% | New | 514 | $45K |
| Wintrust Investments LLC | 0.04% | Reduce -28.1% | 482 | $42K |
| St Germain D J Co. Inc. | 0.00% | Add +73.1% | 476 | $42K |
| LRI Investments, LLC | 0.00% | No change | 470 | $41K |
| Rise Advisors, LLC | 0.02% | Reduce -35.1% | 464 | $41K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 445 | $39K |
| Clean Yield Group | 0.01% | Reduce -72.2% | 440 | $38K |
| Solstein Capital, LLC | 0.02% | Reduce -10.4% | 430 | $38K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -62.2% | 422 | $37K |
| Pineridge Advisors LLC | 0.01% | Reduce -74.8% | 418 | $36K |
| West Branch Capital LLC | 0.01% | Add +94.9% | 417 | $36K |
| MGB Wealth Management, LLC | 0.01% | Add +0.3% | 407 | $36K |
| Anfield Capital Management, LLC | 0.01% | No change | 395 | $34K |
| Van Eck Associates Corp. | 0.00% | Add +82.4% | 394 | $34K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -62.5% | 388 | $34K |
| FLP Wealth Management, LLC | 0.09% | — | 383 | $33K |
| FWL Investment Management, LLC | 0.01% | Reduce -82.3% | 375 | $33K |
| New Wave Wealth Advisors LLC | 0.01% | New | 364 | $32K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 357 | $31K |
| Hanson & Doremus Investment Management | 0.00% | No change | 351 | $31K |
| Richardson Financial Services Inc. | 0.02% | New | 342 | $30K |
| Gould Capital, LLC | 0.02% | No change | 340 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 336 | $29K |
| REAP Financial Group, LLC | 0.01% | Reduce -2.8% | 318 | $28K |
| Independence Bank of Kentucky | 0.00% | New | 303 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 300 | $26K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +1.4% | 287 | $25K |
| Barrett & Company, Inc. | 0.01% | Add +43.0% | 286 | $25K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +3.9% | 268 | $23K |
| Trust Co. of Vermont | 0.00% | No change | 260 | $23K |
| Ridgewood Investments LLC | 0.01% | No change | 251 | $22K |
| Elequin Capital, LP | 0.00% | New | 238 | $21K |
| Transcendent Capital Group LLC | 0.01% | New | 236 | $21K |
| Winch Advisory Services, LLC | 0.01% | New | 234 | $20K |
| Investors Research Corp | 0.00% | No change | 217 | $19K |
| DecisionPoint Financial, LLC | 0.01% | New | 213 | $19K |
| Biltmore Family Office, LLC | 0.00% | No change | 203 | $18K |
| Tradewinds Capital Management, LLC | 0.00% | Add +41.4% | 198 | $17K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +12.9% | 192 | $17K |
| Bray Capital Advisors | 0.00% | No change | 190 | $17K |
| Motco | 0.00% | No change | 190 | $17K |
| Element Wealth, LLC | 0.01% | Reduce -23.9% | 188 | $16K |
| Community Bank, N.A. | 0.00% | New | 186 | $16K |
| Aviso Financial Inc. | 0.00% | New | 182 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -51.5% | 179 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 175 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 171 | $15K |
| Hurley Capital, LLC | 0.01% | — | 161 | $14K |
| EPG Wealth Management LLC | 0.00% | Reduce -10.6% | 160 | $14K |
| Bellwether Advisors, LLC | 0.00% | New | 158 | $14K |
| Runnymede Capital Advisors, Inc. | 0.01% | — | 157 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 157 | $14K |
| SYM FINANCIAL Corp | 0.00% | New | 155 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 153 | $13K |
| Bangor Savings Bank | 0.00% | New | 149 | $13K |
| Logan Capital Management Inc. | 0.00% | No change | 135 | $12K |
| Valley National Advisers Inc. | 0.00% | New | 137 | $11K |
| LFA - Lugano Financial Advisors SA | 0.01% | Reduce -17.2% | 120 | $10K |
| Hemington Wealth Management | 0.00% | New | 122 | $10K |
| CKW Financial Group | 0.00% | No change | 116 | $10K |
| Archer Investment Corp | 0.00% | Add +14.0% | 114 | $10K |
| Promus Capital, LLC | 0.01% | — | 113 | $10K |
| Stephens Consulting, LLC | 0.00% | Reduce -10.4% | 112 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 105 | $9K |
| Financial Gravity Companies, Inc. | 0.00% | Reduce -27.8% | 104 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +44.4% | 104 | $9K |
| BTG Pactual Asset Management US 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% | No change | 100 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -72.3% | 99 | $9K |
| Northwest Capital Management Inc | 0.00% | No change | 98 | $9K |
| China Universal Asset Management Co., Ltd. | 0.00% | New | 97 | $8K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 93 | $8K |
| Towne Trust Company, N.A | 0.00% | No change | 89 | $8K |
| Tompkins Financial Corp. | 0.00% | New | 85 | $7K |
| Atlantic Private Wealth, LLC | 0.01% | Add +1.2% | 82 | $7K |
| Bellevue Asset Management, LLC | 0.00% | New | 81 | $7K |
| Coston, McIsaac & Partners | 0.00% | No change | 90 | $7K |
| Kimelman & Baird, LLC | 0.00% | No change | 73 | $6K |
| Painted Porch Advisors LLC | 0.00% | Reduce -97.2% | 73 | $6K |
| Concord Wealth Partners | 0.00% | Add +260.0% | 72 | $6K |
| Aventura Private Wealth, LLC | 0.00% | — | 64 | $6K |
| Sandy Spring Bank | 0.00% | No change | 64 | $6K |
| HM Payson & Co. | 0.00% | New | 60 | $5K |
| PayPay Securities Corp | 0.22% | Add +728.6% | 58 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | New | 56 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | New | 56 | $5K |
| Bernard Wealth Management Corp. | 0.00% | — | 50 | $4K |
| IFS Advisors, LLC | 0.00% | No change | 50 | $4K |
| 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 |
| Crewe Advisors LLC | 0.00% | Reduce -94.2% | 45 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 45 | $4K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -41.7% | 42 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 39 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +1750.0% | 37 | $3K |
| TD Capital Management LLC | 0.00% | No change | 34 | $3K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -95.6% | 33 | $3K |
| Bfsg, LLC | 0.00% | No change | 28 | $2K |
| Copia Wealth Management | 0.00% | — | 27 | $2K |
| St. Johns Investment Management Company, LLC | 0.00% | Reduce -86.8% | 25 | $2K |
| Mattson Financial Services, LLC | 0.00% | New | 22 | $2K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -29.0% | 22 | $2K |
| Chesapeake Asset Management LLC | 0.00% | No change | 22 | $2K |
| Summer Road LLC | 0.00% | New | 20 | $2K |
| Key Financial Inc | 0.00% | No change | 18 | $2K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 17 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 17 | $1K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 16 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -7.1% | 13 | $1K |
| Capital A Wealth Management, LLC | 0.00% | — | 12 | $1K |
| Affinity Wealth LLC | 0.00% | — | 12 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | — | 12 | $1K |
| FSA Wealth Management LLC | 0.00% | No change | 11 | $961 |
| Atticus Wealth Management, LLC | 0.00% | No change | 11 | $961 |
| TCTC Holdings, LLC | 0.00% | New | 10 | $873 |
| Comprehensive Financial Planning, Inc. | 0.00% | — | 8 | $699 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 7 | $622 |
| Contravisory Investment Management, Inc. | 0.00% | No change | 3 | $262 |
| Colonial Trust Advisors | 0.00% | Reduce -99.7% | 2 | $175 |
| Graney & King, LLC | 0.00% | — | 1 | $92 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $88 |
| Robinson Value Management, Ltd. | 0.00% | Reduce -100.0% | 1 | $87 |
| Macquarie Group Ltd. | 0.00% | New | 1,000 | $87 |
| Lindbrook Capital, LLC | 0.00% | Reduce -99.3% | 1 | $82 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 1 | $64 |
| Bessemer Group Inc. | 0.00% | Reduce -100.0% | 4 | $0 |
"% of holder's portfolio" is TLT's weight in each manager's 13F, not the share of iShares 20+ Year Treasury BD the manager owns.