iShares 20+ Year Treasury BDTLTETF
13F holders, Q1 2025 (March 31)1,185holders −41
154new positions
182sold out
7famous investors
$91.01avg. 13F price*
At the end of Q1 2025, 1,185 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, down 41 from Q4 2024. 154 opened new positions and 182 sold out. The largest holders were Bank of America Corp. ($8.4B), Rafferty Asset Management, LLC ($3.8B) and Northwestern Mutual Wealth Management Co. ($3.5B). 7 famous investors held it, including George Soros (0.3% of Soros Fund Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 154 | $1.2B |
| Exits | 182 | $675.5M |
All 13F filers, Q4 2024 → Q1 2025: 95,748,209 shares bought and 50,723,817 shares sold, net +45,024,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,185 holders
| Bank of America Corp. | 0.75% | Add +17.1% | 92,808,202 | $8.4B |
| Rafferty Asset Management, LLC | 16.26% | Add +0.1% | 41,882,041 | $3.8B |
| Northwestern Mutual Wealth Management Co. | 2.83% | Add +1.0% | 38,017,057 | $3.5B |
| Citigroup Inc. | 1.92% | Add +848.6% | 27,563,038 | $2.5B |
| Susquehanna International Group, LLP | 3.16% | Add +582.5% | 21,168,821 | $1.9B |
| Morgan Stanley | 0.12% | Reduce -8.7% | 18,861,288 | $1.7B |
| BlackRock, Inc. | 0.03% | Add +0.5% | 17,838,360 | $1.6B |
| UBS Group AG | 0.23% | Add +3.2% | 11,621,609 | $1.1B |
| Bank of Montreal | 0.56% | Add +6.7% | 11,403,615 | $1.0B |
| FMR LLC | 0.04% | Add +4.2% | 7,577,617 | $689.8M |
| Envestnet Asset Management Inc. | 0.21% | Reduce -55.7% | 7,067,239 | $643.3M |
| Barclays PLC | 0.24% | Add +429.7% | 5,797,342 | $527.7M |
| Goldman Sachs Group Inc. | 0.10% | Add +56.9% | 5,532,781 | $503.6M |
| Jane Street Group, LLC | 0.85% | Reduce -28.6% | 5,163,537 | $470.0M |
| Wells Fargo & Company | 0.10% | Reduce -0.0% | 4,483,874 | $408.2M |
| LPL Financial LLC | 0.16% | Reduce -27.5% | 4,377,870 | $398.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -7.9% | 4,276,863 | $389.3M |
| Nan Shan Life Insurance Co., Ltd. | 8.59% | No change | 3,997,680 | $363.9M |
| Mackenzie Financial Corp. | 0.48% | Reduce -4.6% | 3,731,800 | $339.7M |
| Harvest Portfolios Group Inc. | 9.78% | Add +19.7% | 3,638,683 | $331.2M |
| Ameriprise Financial Inc. | 0.08% | Reduce -19.5% | 3,219,981 | $293.0M |
| Simplex Trading, LLC | 9.88% | New | 3,057,978 | $278.4M |
| Raymond James Financial Inc. | 0.10% | Add +3.0% | 2,881,751 | $262.3M |
| Royal Bank of Canada | 0.06% | Add +4.7% | 2,865,399 | $260.8M |
| Alliancebernstein L.P. | 0.09% | Add +1.1% | 2,751,182 | $250.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.99% | Add +10.5% | 2,683,818 | $241.9M |
| Hantz Financial Services, Inc. | 4.14% | Add +31.9% | 2,583,529 | $235.2M |
| State of Tennessee, Department of Treasury | 0.77% | Reduce -0.5% | 2,218,569 | $202.0M |
| Vantagepoint Investment Advisers LLC | 21.81% | No change | 2,101,441 | $191.3M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -4.1% | 1,764,438 | $160.6M |
| Assetmark, Inc. | 0.42% | Add +415.4% | 1,678,685 | $152.8M |
| Stifel Financial Corp. | 0.16% | Reduce -18.2% | 1,619,057 | $147.4M |
| Bramshill Investments, LLC | 15.01% | Add +3118.2% | 1,615,177 | $147.0M |
| US Bancorp \de | 0.19% | Reduce -5.7% | 1,601,213 | $145.8M |
| BNP Paribas Financial Markets | 0.11% | Add +106.4% | 1,572,811 | $143.2M |
| HSBC Holdings PLC | 0.09% | Add +383.7% | 1,552,561 | $141.1M |
| Nationwide Fund Advisors | 11.10% | Reduce -5.6% | 1,430,642 | $130.2M |
| Truist Financial Corp. | 0.20% | Reduce -7.0% | 1,337,118 | $121.7M |
| Rockefeller Capital Management L.P. | 0.29% | Add +4.5% | 1,300,299 | $118.4M |
| AIA Group Ltd | 2.90% | Reduce -33.9% | 1,298,981 | $118.2M |
| Money Design Co.,Ltd. | 5.85% | Add +326.4% | 1,287,889 | $117.2M |
| Janney Montgomery Scott LLC | 0.33% | Reduce -27.0% | 1,272,043 | $115.8M |
| Hamilton Capital Partners Inc. | 6.70% | Add +27.8% | 1,146,803 | $104.4M |
| Rock Creek Group LLC | 11.79% | Add +70.2% | 1,093,206 | $99.6M |
| Eisler Capital Management Ltd. | 2.84% | New | 1,042,300 | $94.8M |
| Dynasty Wealth Management, LLC | 1.57% | Add +14.5% | 1,036,343 | $94.3M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Add +51.7% | 1,033,447 | $94.1M |
| Ocean Park Asset Management, LLC | 3.06% | New | 948,054 | $86.3M |
| Osaic Holdings, Inc. | 0.19% | Reduce -58.6% | 936,757 | $85.3M |
| HighTower Advisors, LLC | 0.12% | Add +31.9% | 931,956 | $84.8M |
| Jump Financial, LLC | 1.30% | Add +79.8% | 927,026 | $84.4M |
| Envestnet Portfolio Solutions, Inc. | 0.32% | Reduce -59.3% | 907,116 | $82.6M |
| Ally Financial Inc. | 8.92% | No change | 873,000 | $79.5M |
| WestEnd Advisors, LLC | 2.10% | Add +6.0% | 869,703 | $79.2M |
| CI Investments Inc. | 0.33% | Reduce -26.3% | 863,230 | $78.6M |
| Electron Capital Partners, LLC | 5.59% | New | 857,600 | $78.1M |
| Optiver Holding B.V. | 2.99% | New | 851,503 | $77.5M |
| Victory Capital Management Inc. | 0.08% | Add +0.6% | 841,539 | $76.6M |
| IMC-Chicago, LLC | 2.86% | Reduce -33.9% | 811,433 | $73.9M |
| Himension Capital (singapore) Pte. LTD. | 5.86% | Add +7.9% | 753,851 | $68.6M |
| Meeder Asset Management Inc. | 4.63% | New | 753,244 | $68.6M |
| AlTi Global, Inc. | 1.78% | Reduce -17.2% | 747,746 | $68.1M |
| University of Illinois Foundation | 20.88% | Reduce -48.1% | 729,823 | $66.4M |
| Atria Wealth Solutions, Inc. | 0.79% | Add +9.6% | 722,210 | $65.7M |
| Moore Capital Management, LP | 2.57% | New | 716,176 | $65.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.14% | Add +29.1% | 699,854 | $63.7M |
| Invesco Ltd. | 0.01% | Reduce -29.0% | 692,250 | $63.0M |
| Cetera Investment Advisers | 0.12% | Reduce -42.2% | 685,668 | $62.4M |
| Disciplina Capital Management LLC | 8.87% | Add +13.0% | 670,234 | $61.0M |
| GenWealth Group, Inc. | 12.98% | New | 646,612 | $58.9M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -51.3% | 628,406 | $57.2M |
| Quotient Wealth Partners, LLC | 1.80% | Add +7.1% | 618,387 | $56.3M |
| TD Private Client Wealth LLC | 1.33% | Add +7.6% | 531,083 | $48.3M |
| CX Institutional | 1.82% | Add +13.5% | 528,487 | $48.1M |
| U.S. Capital Wealth Advisors, LLC | 1.47% | Reduce -55.6% | 526,920 | $48.0M |
| Ieq Capital, LLC | 0.36% | New | 503,662 | $45.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -47.6% | 495,490 | $45.1M |
| MML Investors Services, LLC | 0.15% | Reduce -40.2% | 482,348 | $43.9M |
| Schroder Investment Management Group | 0.04% | Add +7775.2% | 480,389 | $43.3M |
| Cullen/Frost Bankers, Inc. | 0.56% | Reduce -38.2% | 442,716 | $40.3M |
| IHT Wealth Management, LLC | 1.24% | Reduce -31.6% | 437,051 | $39.8M |
| Cadence Wealth Management LLC | 28.85% | Add +2.3% | 428,734 | $39.0M |
| Tiaa Trust, National Association | 0.12% | Add +10.8% | 426,602 | $38.8M |
| Townsend & Associates, Inc | 4.04% | Add +13.1% | 450,544 | $38.7M |
| Concurrent Investment Advisors, LLC | 0.92% | Reduce -3.0% | 415,399 | $37.8M |
| Cassaday & Co Wealth Management LLC | 1.04% | Reduce -48.4% | 404,630 | $36.8M |
| WS Management LLLP | 6.19% | Reduce -44.4% | 402,118 | $36.6M |
| Kestra Advisory Services, LLC | 0.18% | Reduce -8.6% | 398,776 | $36.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.35% | Add +21.2% | 385,085 | $35.1M |
| BCM Advisors, LLC | 7.87% | Reduce -0.2% | 395,616 | $34.7M |
| Bell Investment Advisors, Inc | 6.15% | Add +3.0% | 365,808 | $33.3M |
| Pictet Asset Management Holding SA | 0.04% | New | 369,205 | $33.3M |
| Sagespring Wealth Partners, LLC | 0.83% | Add +24.3% | 362,931 | $33.0M |
| Procyon Advisors, LLC | 2.01% | Add +2.6% | 362,606 | $33.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +4.4% | 360,092 | $32.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.59% | Reduce -1.1% | 353,044 | $32.1M |
| OneDigital Investment Advisors LLC | 0.38% | Reduce -2.6% | 350,114 | $31.9M |
| Castleark Management LLC | 1.08% | Add +79.5% | 341,660 | $31.1M |
| Point72 Asset Management | 0.09% | Add +116.7% | 325,000 | $29.6M |
| Marex Group Ltd | 0.56% | Add +6.8% | 322,852 | $29.4M |
| Armstrong Advisory Group, Inc. | 2.30% | No change | 330,450 | $28.9M |
| Summit Financial, LLC | 0.79% | Add +235.9% | 310,659 | $28.3M |
| Scarborough Advisors, LLC | 3.98% | Reduce -7.8% | 306,915 | $27.9M |
| New Harbor Financial Group, LLC | 7.41% | Add +13.4% | 306,276 | $27.9M |
| Insight Wealth Strategies, LLC | 3.69% | Add +14.4% | 300,901 | $27.4M |
| Federation des caisses Desjardins du Quebec | 0.14% | Reduce -0.4% | 300,292 | $27.3M |
| Mariner, LLC | 0.04% | Add +7.3% | 293,611 | $26.7M |
| Kaydan Wealth Management, Inc. | 8.45% | Add +34.5% | 289,348 | $26.3M |
| GM Advisory Group, LLC | 1.41% | Reduce -22.9% | 287,270 | $26.2M |
| Millennium Management | 0.03% | Add +881.2% | 287,224 | $26.1M |
| Capitolis Liquid Global Markets LLC | 0.23% | Add +34.3% | 287,780 | $26.0M |
| GTS Securities LLC | 1.10% | Reduce -21.4% | 279,264 | $25.4M |
| SBI Securities Co., Ltd. | 0.84% | Add +3.4% | 277,968 | $25.3M |
| Integrity Alliance, Llc. | 0.99% | Add +20.4% | 275,707 | $25.1M |
| Sanctuary Advisors, LLC | 0.17% | Reduce -35.9% | 270,477 | $24.6M |
| Northwest Bancshares, Inc. | 4.51% | Add +56.8% | 269,737 | $24.6M |
| Krilogy Financial LLC | 1.59% | Add +19.9% | 269,434 | $24.5M |
| Westwood Holdings Group Inc. | 0.19% | Add +1.6% | 269,430 | $24.5M |
| Quinn Opportunity Partners LLC | 1.67% | Add +137.3% | 261,000 | $23.8M |
| Cibc World Market Inc. | 0.05% | Add +19.7% | 257,853 | $23.5M |
| Hudson Bay Capital Management LP | 0.17% | Add +136.0% | 254,784 | $23.2M |
| Gould Asset Management LLC | 4.72% | Add +11.2% | 251,488 | $22.9M |
| Prudential PLC | 0.12% | Reduce -51.6% | 251,483 | $22.9M |
| Scopus Asset Management, L.P. | 0.82% | New | 250,000 | $22.8M |
| Evoke Wealth, LLC | 0.59% | Reduce -15.5% | 249,339 | $22.7M |
| Insight 2811, Inc. | 11.29% | Reduce -4.7% | 244,251 | $22.2M |
| Deane Retirement Strategies, Inc. | 10.59% | Add +3.0% | 244,245 | $22.2M |
| Journey Strategic Wealth LLC | 0.77% | Reduce -14.1% | 243,158 | $22.1M |
| Corient Private Wealth LP | 0.04% | Add +94.0% | 239,580 | $21.8M |
| Foundations Investment Advisors, LLC | 0.40% | Reduce -43.1% | 238,795 | $21.7M |
| Private Advisor Group, LLC | 0.12% | Add +20.7% | 225,366 | $20.5M |
| Avantax Advisory Services, Inc. | 0.12% | Reduce -23.7% | 218,905 | $19.9M |
| BOS Asset Management, LLC | 6.83% | Reduce -2.1% | 217,615 | $19.8M |
| RD Finance Ltd | 15.79% | — | 216,360 | $19.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.41% | Add +7.7% | 213,127 | $19.4M |
| Marshall Wace, LLP | 0.03% | Add +152.4% | 212,618 | $19.4M |
| Northern Trust Corp. | 0.00% | Reduce -8.9% | 207,902 | $18.9M |
| NewEdge Advisors, LLC | 0.11% | Reduce -50.3% | 206,808 | $18.8M |
| Cerity Partners OCIO LLC | 1.06% | Reduce -10.0% | 206,545 | $18.8M |
| Willis Johnson & Associates, Inc. | 1.41% | Add +4.8% | 204,638 | $18.6M |
| Osborne Partners Capital Management, LLC | 1.07% | Add +9.3% | 204,496 | $18.6M |
| Neuberger Berman Group LLC | 0.02% | Reduce -5.3% | 203,005 | $18.5M |
| Strategic Investment Advisors / MI | 1.96% | New | 202,899 | $18.5M |
| SlateStone Wealth, LLC | 1.80% | Add +29.1% | 197,519 | $18.0M |
| NorthCoast Asset Management LLC | 0.09% | Add +93.1% | 195,921 | $17.8M |
| Kestra Private Wealth Services, LLC | 0.30% | Reduce -13.4% | 195,293 | $17.8M |
| D.A. Davidson & Co. | 0.14% | Add +73.1% | 192,929 | $17.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.5% | 181,751 | $16.5M |
| Toronto Dominion Bank | 0.04% | Add +89.8% | 181,132 | $16.5M |
| Exencial Wealth Advisors, LLC | 0.61% | Add +0.4% | 180,279 | $16.4M |
| Hollow Brook Wealth Management LLC | 4.82% | Add +142.3% | 179,404 | $16.3M |
| Centaurus Financial, Inc. | 0.99% | Add +3.8% | 179,229 | $16.3M |
| Savoie Capital LLC | 1.94% | No change | 186,500 | $16.3M |
| High Note Wealth, LLC | 4.00% | Add +99.0% | 177,350 | $16.1M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -54.5% | 175,299 | $16.1M |
| Arlington Capital Management, Inc. | 12.23% | Add +58.6% | 177,232 | $16.1M |
| Brookstone Capital Management | 0.23% | Reduce -19.9% | 176,467 | $16.1M |
| Partners Capital Investment Group, LLP | 0.27% | Add +32.8% | 175,832 | $16.0M |
| Cwm, LLC | 0.06% | Reduce -79.8% | 172,828 | $15.7M |
| Prospera Financial Services Inc | 0.36% | Reduce -3.9% | 172,276 | $15.7M |
| MY Wealth Management Inc. | 15.12% | Add +16.8% | 171,721 | $15.6M |
| Capula Management Ltd | 0.11% | Reduce -96.8% | 169,403 | $15.4M |
| Flow Traders U.S. LLC | 0.65% | New | 168,668 | $15.4M |
| PEAK6 LLC | 0.60% | Reduce -54.4% | 168,585 | $15.3M |
| Sicart Associates LLC | 5.29% | Add +6.0% | 167,911 | $15.3M |
| &partners | 0.16% | Reduce -12.3% | 168,505 | $15.3M |
| Greenup Street Wealth Management LLC | 3.00% | Add +19.9% | 166,238 | $15.1M |
| Focus Partners Wealth | 0.04% | Add +64.9% | 166,043 | $15.1M |
| Squarepoint Ops LLC | 0.04% | Reduce -2.1% | 164,805 | $15.0M |
| Horizon Investments, LLC | 0.45% | Add +0.4% | 165,887 | $15.0M |
| GWN Securities Inc. | 0.84% | New | 169,986 | $14.9M |
| First National Corp. /Ma/ | 3.26% | Add +69.8% | 162,381 | $14.8M |
| Cibc World Markets Corp. | 0.12% | New | 160,700 | $14.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.2% | 159,597 | $14.5M |
| Fisher Asset Management | 0.01% | Reduce -3.1% | 159,176 | $14.5M |
| Paloma Partners Management Co | 5.12% | Add +1.6% | 155,936 | $14.2M |
| Cornerstone Wealth Group, LLC | 1.18% | Add +8.9% | 155,857 | $14.2M |
| Checchi Capital Advisers, LLC | 0.98% | Add +75.5% | 151,902 | $13.8M |
| Baird Financial Group, Inc. | 0.03% | Add +29.6% | 150,377 | $13.7M |
| Nearwater Capital Markets, Ltd | 0.39% | New | 150,000 | $13.7M |
| Soros Fund Management | 0.34% | Add +50.0% | 150,000 | $13.7M |
| Cadent Capital Advisors, LLC | 5.05% | Add +96.6% | 145,915 | $13.3M |
| Arete Wealth Advisors, LLC | 1.00% | Add +26.2% | 143,945 | $13.1M |
| Atria Investments, Inc | 0.17% | Reduce -26.4% | 142,391 | $13.0M |
| Encompass More Asset Management | 3.84% | Add +4045.1% | 141,388 | $12.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 4.48% | Add +29.7% | 138,808 | $12.6M |
| AE Wealth Management LLC | 0.11% | Reduce -44.0% | 138,517 | $12.6M |
| Granby Capital Management, LLC | 6.77% | No change | 138,000 | $12.6M |
| Clarity Financial LLC | 1.44% | Add +3.2% | 137,458 | $12.5M |
| Wealth Management Associates, Inc. | 5.34% | Add +6.3% | 136,892 | $12.5M |
| West Family Investments, Inc. | 4.66% | Reduce -7.1% | 109,868 | $12.4M |
| EHP Funds Inc. | 13.69% | New | 135,000 | $12.3M |
| Vestmark Advisory Solutions, Inc. | 0.32% | Add +2.2% | 134,867 | $12.3M |
| GFG Capital, LLC | 3.74% | Add +6.0% | 134,147 | $12.2M |
| Granite Bay Wealth Management, LLC | 4.21% | Add +18.5% | 133,104 | $12.1M |
| Wolverine Trading, LLC | 0.38% | Add +108.3% | 133,498 | $12.0M |
| Signal Advisors Wealth, LLC | 1.17% | Add +448.0% | 131,113 | $11.9M |
| State Street Corp. | 0.00% | New | 131,070 | $11.9M |
| Rehmann Capital Advisory Group | 0.75% | Add +1.5% | 130,837 | $11.9M |
| Amundi | 0.00% | No change | 128,100 | $11.8M |
| Gladstone Institutional Advisory LLC | 0.54% | Add +3.5% | 128,027 | $11.7M |
| Venture Visionary Partners LLC | 0.49% | Add +6.5% | 127,668 | $11.6M |
| Cultivar Capital, Inc. | 9.34% | Add +3.5% | 127,552 | $11.6M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -20.9% | 127,208 | $11.6M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -20.9% | 127,208 | $11.6M |
| TD Waterhouse Canada Inc. | 0.09% | Add +39.6% | 126,386 | $11.5M |
| Advisors Preferred, LLC | 1.54% | Add +128.8% | 125,441 | $11.5M |
| Principal Securities, Inc. | 0.26% | No change | 130,956 | $11.4M |
| TD Asset Management Inc | 0.01% | Reduce -3.9% | 125,598 | $11.4M |
| Polymer Capital Management (HK) LTD | 1.98% | Reduce -1.6% | 125,594 | $11.4M |
| Legacy Advisory Services, LLC | 9.64% | Reduce -6.9% | 125,436 | $11.4M |
| Advisory Services Network, LLC | 0.22% | Reduce -4.1% | 124,901 | $11.4M |
| Spire Wealth Management | 0.36% | Add +275.4% | 124,773 | $11.4M |
| Fund Evaluation Group, LLC | 0.49% | Reduce -0.9% | 124,022 | $11.3M |
| Jones Financial Companies LLLP | 0.01% | Reduce -6.7% | 124,388 | $11.2M |
| Rwa Wealth Partners, LLC | 0.14% | New | 122,818 | $11.2M |
| Equitable Holdings, Inc. | 0.10% | Add +3.4% | 120,786 | $11.0M |
| Sfmg, LLC | 0.86% | Reduce -1.5% | 120,064 | $10.9M |
| Adapt Wealth Advisors, LLC | 5.29% | Add +47.9% | 119,216 | $10.9M |
| Foguth Wealth Management, LLC. | 2.62% | Add +1191.2% | 118,721 | $10.8M |
| Benjamin Edwards Inc. | 0.15% | Add +305.0% | 116,510 | $10.6M |
| Huntleigh Advisors, Inc. | 1.77% | Add +5154.3% | 121,007 | $10.6M |
| First Horizon Advisors, Inc. | 0.30% | Reduce -12.4% | 115,322 | $10.5M |
| Richard W. Paul & Associates, LLC | 4.11% | Add +1.8% | 115,052 | $10.5M |
| Sona Asset Management (us) LLC | 0.83% | New | 115,000 | $10.5M |
| Horst & Graben Wealth Management LLC | 1.88% | Reduce -38.4% | 114,943 | $10.5M |
| Perigon Wealth Management, LLC | 0.27% | Reduce -10.0% | 113,921 | $10.4M |
| Comerica Bank | 0.04% | Add +13.2% | 113,678 | $10.3M |
| Pinnacle Financial Partners Inc | 0.21% | Reduce -2.2% | 112,197 | $10.2M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -20.7% | 111,265 | $10.1M |
| Retirement Financial Solutions, LLC | 3.94% | Add +20.3% | 111,195 | $10.1M |
| Revere Asset Management, Inc | 10.75% | New | 109,557 | $10.0M |
| Kingsview Wealth Management, LLC | 0.18% | Add +7.4% | 107,162 | $9.8M |
| Sovran Advisors, LLC | 1.26% | Reduce -3.5% | 110,905 | $9.7M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +6.3% | 106,098 | $9.7M |
| Persium Advisors, LLC | 9.08% | Add +13.7% | 105,181 | $9.6M |
| One Day In July LLC | 0.95% | Add +17.9% | 104,130 | $9.5M |
| FPC Investment Advisory, Inc. | 6.44% | Add +16.3% | 107,530 | $9.4M |
| Heartwood Wealth Advisors LLC | 1.07% | Add +16.2% | 102,708 | $9.3M |
| Proficio Capital Partners LLC | 0.72% | New | 102,310 | $9.3M |
| Citizens Financial Group Inc. | 0.18% | New | 101,528 | $9.2M |
| Alerus Financial NA | 0.74% | Add +4.0% | 101,379 | $9.2M |
| Creative Planning | 0.01% | Add +0.7% | 101,184 | $9.2M |
| Stephens Inc. | 0.13% | Add +12.4% | 101,000 | $9.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +32.6% | 100,620 | $9.2M |
| Klaas Financial Asset Advisors, LLC | 1.57% | Add +6.5% | 100,293 | $9.1M |
| FORM Wealth Advisors, LLC | 1.24% | — | 100,197 | $9.1M |
| Townsquare Capital LLC | 0.10% | Add +21.5% | 100,007 | $9.1M |
| Scoggin Management LP | 4.51% | New | 100,000 | $9.1M |
| Centiva Capital, LP | 0.52% | New | 100,000 | $9.1M |
| Mutual Advisors, LLC | 0.26% | Reduce -15.8% | 102,366 | $9.1M |
| Avos Capital Management, LLC | 5.87% | Add +48.6% | 97,751 | $8.9M |
| Compound Planning, Inc. | 0.41% | Add +18.4% | 97,726 | $8.9M |
| Dakota Wealth Management | 0.21% | New | 97,345 | $8.9M |
| Synergy Investment Management, LLC | 3.67% | Add +19.7% | 96,682 | $8.8M |
| Basswood Capital Management, L.L.C. | 0.49% | No change | 96,154 | $8.8M |
| Tidal Investments LLC | 0.07% | Add +2591.9% | 95,912 | $8.7M |
| Lido Advisors, LLC | 0.05% | Add +2233.1% | 94,397 | $8.6M |
| Peregrine Asset Advisers, Inc. | 3.18% | Add +292.0% | 93,320 | $8.5M |
| Renaissance Technologies | 0.01% | Reduce -92.2% | 93,286 | $8.5M |
| Farther Finance Advisors, LLC | 0.21% | Reduce -2.4% | 91,799 | $8.4M |
| Wealthfront Advisers LLC | 0.02% | Reduce -32.7% | 92,171 | $8.4M |
| Timelo Investment Management Inc. | 35.92% | Reduce -14.3% | 90,000 | $8.2M |
| Security Benefit Life Insurance Co. | 3.09% | No change | 90,000 | $8.2M |
| SG Americas Securities, LLC | 0.03% | Add +10.7% | 89,937 | $8.2M |
| Full Sail Capital, LLC | 0.53% | Add +5.4% | 89,174 | $8.1M |
| U S Wealth Group, Llc. | 6.43% | Reduce -1.8% | 89,073 | $8.1M |
| Captrust Financial Advisors | 0.02% | Reduce -8.8% | 88,940 | $8.1M |
| Wooster Corthell Wealth Management, Inc. | 1.64% | Add +16.6% | 88,230 | $8.0M |
| Quadrant Private Wealth Management, LLC | 1.98% | Add +21.8% | 87,482 | $8.0M |
| ExodusPoint Capital Management, LP | 0.10% | Add +604.1% | 86,829 | $7.9M |
| Natixis | 0.05% | Add +161.4% | 86,776 | $7.9M |
| Arvest Investments, Inc. | 1.23% | Add +2.4% | 85,766 | $7.8M |
| ShoreHaven Wealth Partners, LLC | 3.71% | Add +3.1% | 85,172 | $7.8M |
| DAVENPORT & Co LLC | 0.05% | Add +1.4% | 85,138 | $7.8M |
| Credit Agricole S A | 0.03% | Add +10.8% | 83,962 | $7.6M |
| Fortis Group Advisors, LLC | 1.47% | Add +2585.3% | 83,433 | $7.6M |
| Canandaigua National Bank & Trust Co. | 0.75% | Reduce -4.3% | 82,719 | $7.5M |
| Braun-Bostich & Associates Inc. | 5.55% | Reduce -14.1% | 82,353 | $7.5M |
| Axxcess Wealth Management, LLC | 0.20% | Add +10.2% | 82,185 | $7.5M |
| Custos Family Office, LLC | 2.61% | Add +0.1% | 80,733 | $7.3M |
| Bay Rivers Group | 3.84% | Add +1.4% | 80,475 | $7.3M |
| Heck Capital Advisors, LLC | 0.82% | Add +38.3% | 79,867 | $7.3M |
| Perennial Investment Advisors, LLC | 0.81% | Add +1335.1% | 78,972 | $7.2M |
| First Trust Advisors LP | 0.01% | Add +9.7% | 78,765 | $7.2M |
| Archer Investment Management, LLC | 4.92% | Add +16.8% | 78,068 | $7.1M |
| Waverly Advisors, LLC | 0.09% | Reduce -17.9% | 77,972 | $7.1M |
| Northeast Financial Group, Inc. | 2.64% | Add +8.1% | 77,689 | $7.1M |
| Oppenheimer & Co. Inc. | 0.11% | Add +4.6% | 77,663 | $7.1M |
| Brookwood Investment Group LLC | 1.21% | — | 77,492 | $7.1M |
| LPF Advisors LLC | 5.76% | Add +1.3% | 77,310 | $7.0M |
| Fifth Third Bancorp | 0.03% | Add +40.9% | 77,271 | $7.0M |
| Foster & Motley Inc. | 0.44% | Add +2.3% | 77,027 | $7.0M |
| Sierra Ocean, LLC | 5.52% | Add +7.6% | 76,874 | $7.0M |
| Birchbrook, Inc. | 3.92% | Add +4.9% | 76,566 | $7.0M |
| Nvwm, LLC | 1.82% | Add +18.5% | 75,108 | $6.8M |
| Rik Saylor Financial, Inc. | 5.98% | Add +160.0% | 74,543 | $6.8M |
| Concentric Capital Strategies, LP | 0.68% | New | 74,389 | $6.8M |
| V2 Financial group LLC | 4.32% | Reduce -8.0% | 73,657 | $6.7M |
| Navellier & Associates Inc. | 0.93% | New | 76,847 | $6.7M |
| Ball & Co Wealth Management Inc. | 7.12% | New | 73,022 | $6.6M |
| Freedom Investment Management, Inc. | 0.56% | Add +25.8% | 72,993 | $6.6M |
| Interactive Financial Advisors, Inc. | 3.46% | Add +10.2% | 71,948 | $6.5M |
| Betterment LLC | 0.02% | Add +25.6% | 71,375 | $6.5M |
| WNY Asset Management, LLC | 0.77% | Reduce -14.3% | 71,053 | $6.5M |
| Smith Salley Wealth Management | 0.42% | Add +64.7% | 70,187 | $6.4M |
| Fermata Advisors, LLC | 1.14% | Add +1.8% | 69,136 | $6.3M |
| Banco Santander, S.A. | 0.07% | Add +40.9% | 68,524 | $6.2M |
| Militia Capital Partners, LP | 5.02% | New | 68,100 | $6.2M |
| Measured Wealth Private Client Group, LLC | 1.99% | Add +7.7% | 68,060 | $6.2M |
| Empowered Funds, LLC | 0.09% | Add +13.8% | 67,554 | $6.1M |
| Ridgepath Capital Management LLC | 2.93% | New | 66,801 | $6.1M |
| New York Life Investment Management LLC | 0.06% | Reduce -35.9% | 66,789 | $6.1M |
| Afg Fiduciary Services Limited Partnership | 4.46% | Add +54.5% | 68,265 | $6.1M |
| GLOBALT Investments LLC / GA | 0.25% | Reduce -11.2% | 66,075 | $6.0M |
| Pallas Capital Advisors LLC | 0.25% | Add +2.2% | 66,022 | $6.0M |
| Global Wealth Strategies & Associates | 1.82% | Add +11.6% | 65,961 | $6.0M |
| Vontobel Holding Ltd. | 0.02% | Add +29.3% | 65,280 | $5.9M |
| Greenberg Financial Group | 2.48% | — | 68,528 | $5.9M |
| Alternative Investment Advisors, LLC. | 3.14% | Reduce -5.4% | 65,220 | $5.9M |
| Amplify Investments, LLC | 100.00% | — | 66,281 | $5.9M |
| Tiller Private Wealth, Inc. | 2.45% | Reduce -6.9% | 64,618 | $5.9M |
| Atlas Private Wealth Advisors | 0.82% | Add +72.1% | 64,516 | $5.9M |
| Mechanics Bank Trust Department | 0.80% | Reduce -11.2% | 64,093 | $5.8M |
| ODonnell Financial Services, LLC | 2.40% | Reduce -21.4% | 63,815 | $5.8M |
| PSI Advisors, LLC | 1.88% | Reduce -0.9% | 63,570 | $5.8M |
| Amitell Capital Pte Ltd | 4.43% | Add +100.0% | 63,000 | $5.7M |
| CWC Advisors, LLC. | 3.25% | Add +336.1% | 62,725 | $5.7M |
| Rovin Capital /Ut/ | 1.79% | New | 60,933 | $5.5M |
| NBT Bank, N.A. | 0.40% | Add +7.6% | 60,658 | $5.5M |
| 4Thought Financial Group Inc. | 3.41% | Reduce -21.1% | 60,627 | $5.5M |
| Harbour Investments, Inc. | 0.16% | Add +1.6% | 60,220 | $5.5M |
| Pinnacle Investment Management Ltd | 58.62% | Add +100.0% | 60,000 | $5.5M |
| Berkeley Capital Partners, LLC | 1.50% | Add +7.9% | 59,803 | $5.4M |
| Cerity Partners LLC | 0.01% | Reduce -0.8% | 59,724 | $5.4M |
| Kiker Wealth Management, LLC | 3.70% | Add +24.4% | 59,635 | $5.4M |
| CoreCap Advisors, LLC | 0.24% | Reduce -23.7% | 59,108 | $5.4M |
| National Bank of Canada | 0.01% | Reduce -82.8% | 58,310 | $5.3M |
| CPR Investments Inc. | 4.68% | New | 57,979 | $5.3M |
| Hilltop Holdings Inc. | 0.33% | Add +39.1% | 57,233 | $5.2M |
| Trek Financial, LLC | 0.38% | Reduce -52.5% | 57,205 | $5.2M |
| Csenge Advisory Group | 0.29% | Reduce -16.7% | 59,417 | $5.2M |
| Sharpepoint LLC | 4.55% | Reduce -59.4% | 57,600 | $5.2M |
| Refined Wealth Management | 4.24% | Reduce -33.7% | 56,930 | $5.2M |
| Sharkey, Howes & Javer | 0.74% | Reduce -32.5% | 56,542 | $5.1M |
| Valtinson Bruner Financial Planning LLC | 1.74% | Reduce -20.4% | 56,521 | $5.1M |
| Glaxis Capital Management, LLC | 19.87% | Add +1783.3% | 56,500 | $5.1M |
| LYNX Capital Group Ltd. | 2.64% | Add +42.8% | 56,408 | $5.1M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -71.4% | 56,159 | $5.1M |
| Pilgrim Partners Asia Pte Ltd | 4.83% | Reduce -1.0% | 55,900 | $5.1M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -92.6% | 55,731 | $5.1M |
| Genus Capital Management Inc. | 0.73% | — | 55,082 | $5.0M |
| Centerline Wealth Advisors, LLC | 2.97% | Add +5.5% | 54,760 | $5.0M |
| Northeast Planning Associates, Inc. / NH / | 4.06% | Add +1.1% | 53,738 | $4.9M |
| Independent Financial Group, LLC | 0.17% | Add +14.3% | 53,459 | $4.9M |
| Eley Financial Management, Inc | 1.95% | Reduce -0.8% | 53,172 | $4.9M |
| Private Wealth Advisors, LLC | 2.03% | Add +6.3% | 53,199 | $4.8M |
| Watts Gwilliam & Co., LLC | 1.04% | Reduce -2.2% | 52,737 | $4.8M |
| Strategic Blueprint, LLC | 0.26% | Reduce -33.1% | 52,392 | $4.8M |
| Hixon Zuercher, LLC | 1.68% | Add +23.1% | 52,363 | $4.8M |
| Modern Wealth Management, LLC | 0.15% | Reduce -29.2% | 51,959 | $4.7M |
| Sowell Financial Services LLC | 0.21% | Reduce -3.6% | 51,015 | $4.6M |
| LifeWealth Investments, LLC | 2.23% | Add +22.2% | 50,886 | $4.6M |
| Capstone Wealth Management Group, LLC | 2.64% | Add +409.3% | 50,847 | $4.6M |
| Franklin Resources Inc. | 0.00% | Add +9.6% | 50,633 | $4.6M |
| Sigma Planning Corp | 0.15% | Add +6.4% | 50,552 | $4.6M |
| Retirement Capital Strategies | 1.79% | New | 50,381 | $4.6M |
| Counterweight Ventures, LLC | 3.25% | Add +1.9% | 49,770 | $4.5M |
| Cavalier Investments, LLC | 1.53% | Add +0.7% | 49,526 | $4.5M |
| Sollinda Capital Management LLC | 1.25% | New | 49,181 | $4.5M |
| Allworth Financial LP | 0.03% | Reduce -18.0% | 50,488 | $4.5M |
| Wedbush Securities Inc. | 0.16% | Reduce -2.7% | 48,823 | $4.4M |
| IFP Advisors, Inc | 0.14% | Add +27.3% | 48,126 | $4.4M |
| Bulltick Wealth Management, LLC | 1.15% | Add +33.7% | 47,697 | $4.3M |
| Boomfish Wealth Group, LLC | 2.79% | Add +0.6% | 47,251 | $4.3M |
| Silverleafe Capital Partners, LLC | 1.46% | New | 46,747 | $4.3M |
| Private Client Services, LLC | 2.10% | Add +5.3% | 46,636 | $4.2M |
| Arkadios Wealth Advisors | 0.16% | Reduce -3.9% | 46,574 | $4.2M |
| Summit X, LLC | 0.88% | Reduce -36.4% | 45,953 | $4.2M |
| Dynamic Advisor Solutions LLC | 0.14% | Reduce -52.0% | 45,858 | $4.2M |
| RFG Advisory, LLC | 0.11% | Add +1.1% | 45,480 | $4.1M |
| Meridian Wealth Management, LLC | 0.20% | Add +5.5% | 45,158 | $4.1M |
| Sig Brokerage, LP | 1.19% | New | 44,974 | $4.1M |
| Ascent Group, LLC | 0.17% | Add +1.1% | 44,281 | $4.0M |
| Eq LLC | 1.87% | New | 44,106 | $4.0M |
| Aspect Partners, LLC | 2.29% | Add +1.6% | 43,959 | $4.0M |
| GeoWealth Management, LLC | 0.16% | Add +354.7% | 43,566 | $4.0M |
| Financial Advocates Investment Management | 0.28% | Add +5.3% | 43,454 | $4.0M |
| Blue Investment Partners LLC | 1.48% | New | 43,115 | $3.9M |
| James Investment Research, Inc. | 0.50% | Reduce -2.3% | 42,866 | $3.9M |
| Transamerica Financial Advisors, LLC | 0.40% | Add +4490.3% | 42,690 | $3.9M |
| Graypoint LLC | 0.24% | Add +7.8% | 42,687 | $3.9M |
| Beirne Wealth Consulting Services, LLC | 1.36% | Add +1.3% | 41,782 | $3.8M |
| Robinson Value Management, Ltd. | 2.44% | Add +4145800.0% | 41,459 | $3.8M |
| Luminist Capital LLC | 4.05% | Add +6.2% | 41,090 | $3.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.57% | Add +1023.2% | 41,502 | $3.7M |
| Mariner Investment Group LLC | 1.48% | Reduce -39.7% | 41,000 | $3.7M |
| Oxinas Partners, LLC | 2.18% | New | 40,483 | $3.7M |
| Wilmington Savings Fund Society, FSB | 0.07% | Reduce -1.7% | 40,181 | $3.7M |
| Summit Wealth Group, LLC | 1.07% | Reduce -13.8% | 40,092 | $3.6M |
| Kiley Juergens Wealth Management, LLC | 0.97% | Reduce -5.0% | 40,085 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -62.0% | 39,901 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -76.5% | 41,140 | $3.6M |
| Creative Financial Designs Inc. | 0.29% | Reduce -4.7% | 39,463 | $3.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.16% | Reduce -2.3% | 39,438 | $3.6M |
| Soltis Investment Advisors LLC | 0.32% | New | 39,399 | $3.6M |
| Verition Fund Management LLC | 0.02% | Reduce -82.9% | 39,294 | $3.6M |
| Latitude Advisors, LLC | 2.05% | Add +8.4% | 38,781 | $3.5M |
| Clay Northam Wealth Management, LLC | 2.45% | Add +0.3% | 38,520 | $3.5M |
| Shelton Wealth Management, LLC | 2.00% | Add +508.1% | 38,502 | $3.5M |
| KM Capital Management Ltd. | 1.86% | Add +68.8% | 38,017 | $3.5M |
| Invst, LLC | 0.47% | Reduce -61.6% | 37,974 | $3.5M |
| Consilio Wealth Advisors, LLC | 1.43% | Add +21.0% | 37,586 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.31% | Add +212.3% | 37,235 | $3.4M |
| Tortoise Investment Management, LLC | 0.35% | Add +88.7% | 36,929 | $3.4M |
| Spahn Wealth & Retirement LLC | 2.45% | Reduce -0.4% | 36,739 | $3.3M |
| WESPAC Advisors SoCal, LLC | 0.87% | Add +14.5% | 36,540 | $3.3M |
| Intergy Private Wealth, LLC | 1.24% | Add +0.1% | 35,888 | $3.3M |
| Midwest Heritage Bank, FSB | 1.34% | Add +83.6% | 35,883 | $3.3M |
| MA Private Wealth | 0.60% | Add +339.1% | 35,294 | $3.2M |
| Cahill Wealth Management, LLC | 1.63% | Add +14.9% | 35,148 | $3.2M |
| Alliance Wealth Advisors, LLC | 0.83% | New | 35,123 | $3.2M |
| Hikari Tsushin, Inc. | 0.21% | No change | 34,607 | $3.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -62.6% | 34,189 | $3.1M |
| Americana Partners, LLC | 0.12% | Add +1285.4% | 34,040 | $3.1M |
| Rakuten Securities, Inc. | 1.55% | Reduce -11.4% | 33,795 | $3.1M |
| Twin Focus Capital Partners, LLC | 0.48% | No change | 33,681 | $3.1M |
| Royal Fund Management, LLC | 0.36% | Reduce -82.6% | 33,588 | $3.1M |
| Maridea Wealth Management LLC | 1.00% | Add +52.7% | 33,585 | $3.1M |
| Beam Wealth Advisors, Inc. | 1.02% | Reduce -2.5% | 33,260 | $3.0M |
| XTX Topco Ltd | 0.15% | Add +30.9% | 33,259 | $3.0M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -34.7% | 33,235 | $3.0M |
| Scotia Capital Inc. | 0.02% | Reduce -3.2% | 33,046 | $3.0M |
| WealthShield Partners, LLC | 0.39% | Reduce -13.1% | 32,942 | $3.0M |
| Smart Money Group LLC | 1.01% | Reduce -10.8% | 32,697 | $3.0M |
| Wakefield Asset Management LLLP | 0.90% | Add +88.0% | 32,634 | $3.0M |
| Independent Advisor Alliance | 0.10% | Reduce -77.4% | 32,573 | $3.0M |
| Yoder Wealth Management, Inc. | 1.66% | Add +0.1% | 32,443 | $3.0M |
| Smith & Howard Wealth Management, LLC | 0.80% | Add +6.7% | 32,000 | $2.9M |
| FDx Advisors, Inc. | 0.94% | Reduce -6.2% | 31,773 | $2.9M |
| Joule Financial, LLC | 1.01% | Add +2.0% | 31,670 | $2.9M |
| Aurora Private Wealth, Inc. | 2.30% | Reduce -2.5% | 31,652 | $2.9M |
| Midwest Financial Group LLC | 1.64% | Reduce -10.2% | 31,090 | $2.8M |
| Diversify Advisory Services, LLC | 0.18% | Reduce -15.8% | 31,279 | $2.8M |
| Roberts Financial Services LLC | 0.54% | Add +0.7% | 30,583 | $2.8M |
| Erickson Financial Group, LLC | 2.06% | Reduce -0.6% | 30,307 | $2.8M |
| J. Goldman & Co LP | 0.10% | New | 30,000 | $2.7M |
| Brown Wealth Management, LLC | 0.94% | Reduce -45.7% | 29,887 | $2.7M |
| Leo Wealth, LLC | 0.39% | New | 29,716 | $2.7M |
| Argyle Capital Partners, LLC | 2.32% | Add +17.8% | 29,697 | $2.7M |
| McAdam, LLC | 0.17% | Add +31.3% | 29,675 | $2.7M |
| Level Four Advisory Services, LLC | 0.11% | Reduce -1.0% | 29,639 | $2.7M |
| Heritage Wealth Management, Inc. | 2.30% | Reduce -5.9% | 29,565 | $2.7M |
| Triumph Capital Management | 0.89% | Add +185.5% | 29,451 | $2.7M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.91% | New | 29,300 | $2.7M |
| Paces Ferry Wealth Advisors, LLC | 1.31% | Add +12.0% | 28,974 | $2.6M |
| Unique Wealth Strategies, LLC | 1.20% | Reduce -0.8% | 28,957 | $2.6M |
| Sheridan Capital Management, LLC | 1.91% | Reduce -8.6% | 28,826 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +4.5% | 28,209 | $2.6M |
| Verus Capital Partners, LLC | 0.26% | Reduce -25.9% | 28,126 | $2.6M |
| Signature Wealth Management Group | 1.00% | Add +2.4% | 28,112 | $2.6M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.68% | Add +67.8% | 27,850 | $2.5M |
| Confluence Investment Management LLC | 0.04% | New | 27,667 | $2.5M |
| Moneco Advisors, LLC | 0.26% | Reduce -45.3% | 27,657 | $2.5M |
| Blue Door Asset Management, LLC | 1.90% | New | 27,500 | $2.5M |
| Boyum Wealth Architects LLC | 2.43% | — | 27,462 | $2.5M |
| Insigneo Advisory Services, LLC | 0.26% | Add +15.0% | 27,273 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.19% | Reduce -89.7% | 27,161 | $2.5M |
| Tru Independence Asset Management 2, LLC | 1.84% | Add +266.0% | 27,036 | $2.5M |
| Clear Creek Financial Management, LLC | 0.25% | Reduce -26.0% | 26,764 | $2.4M |
| Ballew Advisors, Inc | 1.63% | Add +7.5% | 28,028 | $2.4M |
| Gotham Asset Management | 0.02% | Reduce -7.3% | 26,703 | $2.4M |
| Transcend Capital Advisors, LLC | 0.17% | Reduce -12.6% | 26,612 | $2.4M |
| Austin Private Wealth, LLC | 0.22% | Reduce -80.9% | 26,563 | $2.4M |
| Cardinal Strategic Wealth Guidance | 0.77% | Reduce -11.0% | 26,470 | $2.4M |
| Traphagen Investment Advisors LLC | 0.25% | Reduce -75.5% | 26,196 | $2.4M |
| Vision Financial Markets LLC | 2.59% | New | 26,100 | $2.4M |
| Integrated Advisors Network LLC | 0.12% | Reduce -7.3% | 25,730 | $2.3M |
| K.J. Harrison & Partners Inc | 0.45% | New | 25,470 | $2.3M |
| GC Wealth Management RIA, LLC | 0.42% | New | 25,437 | $2.3M |
| Crabel Capital Management, LLC | 2.47% | Add +298.9% | 25,126 | $2.3M |
| Moser Wealth Advisors, LLC | 1.20% | Reduce -0.2% | 25,095 | $2.3M |
| Investment House LLC | 0.13% | Add +51.0% | 24,939 | $2.3M |
| Virtue Capital Management, LLC | 0.27% | Add +2.4% | 24,947 | $2.3M |
| Advus Financial Partners, LLC | 0.63% | Reduce -18.4% | 24,764 | $2.3M |
| Illumine Investment Management, LLC | 1.84% | Add +18.1% | 24,721 | $2.3M |
| Safe Harbor Fiduciary, LLC | 2.30% | New | 24,459 | $2.2M |
| Midland Wealth Advisors, LLC | 0.13% | Reduce -96.0% | 24,362 | $2.2M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -92.2% | 24,201 | $2.2M |
| Yukon Wealth Management, Inc. | 0.90% | — | 23,914 | $2.2M |
| M Holdings Securities, Inc. | 0.36% | Reduce -26.1% | 23,758 | $2.2M |
| Founders Financial Securities LLC | 0.18% | Add +146.0% | 23,931 | $2.1M |
| Providence Capital Advisors, LLC | 0.44% | Add +0.8% | 23,324 | $2.1M |
| Panoramic Investment Advisors, LLC | 1.43% | Add +5.8% | 23,247 | $2.1M |
| Alethea Capital Management, LLC | 1.57% | No change | 23,123 | $2.1M |
| Old Mission Capital LLC | 0.04% | Reduce -89.6% | 23,096 | $2.1M |
| Keel Point, LLC | 0.16% | Reduce -0.5% | 22,663 | $2.1M |
| Formidable Asset Management, LLC | 0.34% | Reduce -9.4% | 22,549 | $2.1M |
| PFG Advisors | 0.11% | Reduce -47.2% | 22,422 | $2.0M |
| Titleist Asset Management, LLC | 0.24% | Add +55.1% | 22,364 | $2.0M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +0.7% | 22,354 | $2.0M |
| Garden State Investment Advisory Services LLC | 0.65% | Add +174.2% | 22,297 | $2.0M |
| MBA Advisors LLC | 1.01% | Add +19.5% | 22,329 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +4.3% | 21,853 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -89.0% | 21,579 | $2.0M |
| RPg Family Wealth Advisory, LLC | 0.56% | Reduce -15.2% | 21,449 | $2.0M |
| First Interstate Bank | 0.11% | Reduce -10.3% | 21,104 | $1.9M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -16.1% | 21,930 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -12.3% | 21,053 | $1.9M |
| Nkcfo LLC | 0.89% | New | 21,000 | $1.9M |
| Blackhawk Capital Partners, LLC | 0.98% | New | 20,906 | $1.9M |
| WealthPlan Investment Management, LLC | 0.19% | Reduce -13.4% | 20,874 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -18.0% | 20,846 | $1.9M |
| Values First Advisors, Inc. | 1.10% | Add +9.8% | 20,774 | $1.9M |
| 4WEALTH Advisors, Inc. | 2.09% | Add +45.6% | 20,697 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.86% | Reduce -1.0% | 20,641 | $1.9M |
| Affinity Capital Advisors, LLC | 0.37% | Add +53.7% | 21,577 | $1.9M |
| Miller Financial Services LLC | 2.68% | Reduce -39.2% | 20,452 | $1.9M |
| Wesbanco Bank Inc. | 0.06% | No change | 20,434 | $1.9M |
| Capital Wealth Planning, LLC | 0.02% | New | 20,415 | $1.9M |
| Pacifica Partners Inc. | 0.85% | Reduce -1.8% | 20,158 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -47.7% | 20,303 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.1% | 20,817 | $1.8M |
| Boothbay Fund Management, LLC | 0.07% | Add +253.8% | 20,200 | $1.8M |
| Lake Street Private Wealth, LLC | 0.30% | Add +15.1% | 20,164 | $1.8M |
| Intellus Advisors LLC | 0.32% | New | 20,000 | $1.8M |
| Jefferies Financial Group Inc. | 0.03% | New | 20,000 | $1.8M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -64.2% | 19,927 | $1.8M |
| Omega Financial Group, LLC | 0.69% | Add +0.5% | 19,837 | $1.8M |
| Capasso Planning Partners LLC | 0.74% | New | 19,526 | $1.8M |
| Merit Financial Group, LLC | 0.03% | Reduce -55.4% | 19,523 | $1.8M |
| Ascentis Independent Advisors | 0.35% | Add +27.1% | 19,323 | $1.8M |
| Saxony Capital Management, LLC | 1.54% | Add +721.0% | 19,317 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +121.7% | 19,198 | $1.7M |
| Etesian Wealth Advisors, Inc. | 0.75% | Add +11.7% | 19,166 | $1.7M |
| GDS Wealth Management | 0.15% | Reduce -36.2% | 19,083 | $1.7M |
| Unique Wealth, LLC | 0.33% | Add +28.1% | 19,010 | $1.7M |
| Robbins Farley | 0.91% | Reduce -0.2% | 18,902 | $1.7M |
| Westshore Wealth, LLC | 0.72% | Reduce -7.3% | 18,745 | $1.7M |
| Christensen, King & Associates Investment Services, Inc. | 0.81% | Reduce -0.2% | 18,987 | $1.7M |
| VestGen Investment Management | 1.28% | Add +545.2% | 18,600 | $1.7M |
| MAI Capital Management | 0.01% | Add +1.8% | 18,577 | $1.7M |
| Strategic Investment Solutions, Inc. | 0.49% | Add +27.9% | 18,759 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 18,306 | $1.7M |
| Sunbelt Securities, Inc. | 0.15% | Add +45.5% | 18,217 | $1.7M |
| Ground Swell Capital, LLC | 3.88% | Reduce -82.4% | 18,136 | $1.7M |
| Shay Capital LLC | 0.48% | Reduce -5.2% | 18,103 | $1.6M |
| WESPAC Advisors, LLC | 1.34% | New | 18,088 | $1.6M |
| One Wealth Advisors, LLC | 0.25% | Reduce -75.9% | 18,075 | $1.6M |
| Boltwood Capital Management | 0.49% | Add +4.0% | 17,835 | $1.6M |
| Mma Asset Management LLC | 0.68% | Add +7.2% | 17,811 | $1.6M |
| WealthTrust Asset Management, LLC | 1.19% | New | 17,573 | $1.6M |
| PMV Capital Advisers, LLC | 3.88% | Reduce -28.7% | 17,565 | $1.6M |
| Eschler Asset Management LLP | 3.93% | New | 17,433 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.5% | 17,403 | $1.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.71% | Reduce -36.0% | 17,569 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -43.2% | 17,342 | $1.6M |
| Spectrum Strategic Capital Management, LLC | 0.99% | Add +2.9% | 17,300 | $1.6M |
| DKM Wealth Management, Inc. | 1.51% | Reduce -24.1% | 17,079 | $1.6M |
| Belpointe Asset Management LLC | 0.08% | Reduce -89.5% | 17,064 | $1.6M |
| Tectonic Advisors LLC | 0.10% | Add +0.2% | 17,050 | $1.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.44% | Add +0.3% | 16,786 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +11.1% | 16,733 | $1.5M |
| Hoxton Planning & Management, LLC | 0.58% | Reduce -22.0% | 16,656 | $1.5M |
| Intrua Financial, LLC | 0.24% | Add +62.7% | 16,509 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.13% | Reduce -82.4% | 16,497 | $1.5M |
| Patton Albertson Miller Group, LLC | 0.22% | Add +143.6% | 16,467 | $1.5M |
| Pursue Wealth Partners LLC | 0.91% | Add +333.4% | 16,425 | $1.5M |
| International Private Wealth Advisors LLC | 1.43% | Add +13.7% | 16,382 | $1.5M |
| Kornitzer Capital Management Inc. | 0.03% | Add +11.1% | 16,308 | $1.5M |
| Summit Global Investments | 0.11% | Reduce -89.2% | 16,283 | $1.5M |
| Savvy Advisors, Inc. | 0.15% | Add +72.9% | 16,226 | $1.5M |
| Annex Advisory Services, LLC | 0.04% | Reduce -44.8% | 16,180 | $1.5M |
| Optimum Investment Advisors | 0.69% | No change | 16,145 | $1.5M |
| Tradewinds, LLC. | 0.41% | New | 16,135 | $1.5M |
| Investment Management Corp. /Va/ | 1.32% | Reduce -2.7% | 16,081 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -58.4% | 16,002 | $1.5M |
| Grant/GrossMendelsohn, LLC | 0.80% | Reduce -13.0% | 16,181 | $1.4M |
| Catalyst Private Wealth, LLC | 0.70% | Reduce -14.0% | 15,781 | $1.4M |
| Biondo Investment Advisors, LLC | 0.20% | Add +36.2% | 15,726 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.55% | Reduce -5.4% | 15,603 | $1.4M |
| Goelzer Investment Management, Inc. | 0.08% | Add +0.7% | 15,504 | $1.4M |
| Kickstand Ventures, Llc. | 0.36% | Add +3.0% | 15,389 | $1.4M |
| Western Financial Corp | 0.81% | Reduce -16.9% | 15,263 | $1.4M |
| NewEdge Wealth, LLC | 0.03% | Reduce -71.6% | 15,250 | $1.4M |
| ORG Partners LLC | 0.35% | Reduce -4.6% | 15,117 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +10.5% | 15,142 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +113.4% | 15,108 | $1.4M |
| Voya Financial Advisors, Inc. | 0.15% | Reduce -24.8% | 15,244 | $1.4M |
| Ravenstone Capital Management Inc. | 0.80% | Add +1244.3% | 15,056 | $1.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 15,000 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.12% | Reduce -77.7% | 14,986 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -3.9% | 14,853 | $1.4M |
| Everstar Asset Management, LLC | 0.89% | Reduce -23.4% | 14,831 | $1.4M |
| Becker Capital Management Inc. | 0.04% | New | 14,830 | $1.3M |
| Global Financial Private Client, LLC | 0.51% | Reduce -5.1% | 14,716 | $1.3M |
| Lodestar Private Asset Management LLC | 0.17% | Reduce -28.7% | 14,688 | $1.3M |
| Continuum Advisory, LLC | 0.17% | Reduce -91.5% | 14,623 | $1.3M |
| Family Firm, Inc. | 0.30% | Add +0.4% | 14,565 | $1.3M |
| Black Maple Capital Management LP | 1.04% | Reduce -50.0% | 14,500 | $1.3M |
| Matrix Trust Co | 0.22% | New | 14,419 | $1.3M |
| Capital Square, LLC | 0.77% | Add +257.1% | 14,353 | $1.3M |
| E Fund Management Co., Ltd. | 0.06% | Reduce -69.3% | 14,330 | $1.3M |
| E Fund Management (Hong Kong) Co., Ltd. | 1.17% | Reduce -69.3% | 14,330 | $1.3M |
| Corebridge Financial, Inc. | 0.01% | No change | 14,200 | $1.3M |
| Arrow Investment Advisors, LLC | 1.36% | Reduce -55.8% | 14,152 | $1.3M |
| Northwest & Ethical Investments L.P. | 0.03% | No change | 14,087 | $1.3M |
| Camarda Financial Advisors, LLC | 0.58% | Reduce -4.7% | 14,085 | $1.3M |
| Ehrlich Financial Group | 0.93% | Reduce -63.7% | 14,002 | $1.3M |
| Hollencrest Capital Management | 0.06% | Reduce -3.2% | 13,957 | $1.3M |
| Silver Oak Securities, Incorporated | 0.12% | Add +145.4% | 13,995 | $1.3M |
| Morse Asset Management, Inc | 0.32% | Reduce -47.3% | 13,775 | $1.3M |
| PFG Investments, LLC | 0.08% | Add +34.1% | 13,740 | $1.3M |
| Lifeworks Advisors, LLC | 0.21% | Reduce -28.3% | 13,711 | $1.2M |
| E&G Advisors, LLC | 0.35% | Add +31.7% | 13,709 | $1.2M |
| Hobbs Group Advisors, LLC | 0.47% | Reduce -26.1% | 13,650 | $1.2M |
| Transce3nd, LLC | 0.55% | Reduce -6.4% | 13,650 | $1.2M |
| National Philanthropic Trust | 0.02% | Reduce -3.3% | 13,614 | $1.2M |
| Exchange Traded Concepts, LLC | 0.02% | New | 13,554 | $1.2M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -8.8% | 13,545 | $1.2M |
| Keybank National Association | 0.00% | Reduce -27.4% | 13,402 | $1.2M |
| Professional Financial Advisors, LLC | 0.31% | Add +51.4% | 13,308 | $1.2M |
| JT Stratford LLC | 0.22% | Add +266.7% | 13,285 | $1.2M |
| Flagship Private Wealth, LLC | 0.57% | New | 13,222 | $1.2M |
| Koshinski Asset Management, Inc. | 0.10% | Add +21.9% | 13,147 | $1.2M |
| Spectrum Planning & Advisory Services Inc. | 0.99% | Reduce -5.0% | 13,067 | $1.2M |
| Future You Wealth LLC | 0.76% | Add +78.3% | 12,952 | $1.2M |
| TFB Advisors LLC | 0.34% | New | 12,926 | $1.2M |
| Commerce Bank | 0.01% | Add +9.9% | 12,819 | $1.2M |
| Simplicity Wealth,LLC | 0.09% | New | 12,746 | $1.2M |
| Summit Financial Consulting LLC | 1.07% | — | 12,674 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.17% | Reduce -57.2% | 12,616 | $1.1M |
| Shared Vision Wealth Group LLC | 0.62% | Reduce -57.2% | 12,509 | $1.1M |
| 5T Wealth, LLC | 0.64% | Reduce -38.6% | 12,445 | $1.1M |
| Centurion Wealth Management LLC | 0.35% | No change | 12,916 | $1.1M |
| Valtrion Capital Management, LLC | 1.50% | Add +1.1% | 12,242 | $1.1M |
| Cresta Advisors, Ltd. | 0.57% | Reduce -44.9% | 12,145 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -3.3% | 12,029 | $1.1M |
| MFG Wealth Management, Inc. | 1.04% | Add +0.8% | 11,916 | $1.1M |
| Leisure Capital Management | 0.44% | Reduce -24.4% | 11,868 | $1.1M |
| BluePointe Capital Management, LLC | 0.41% | Add +89.6% | 11,792 | $1.1M |
| RiverFront Investment Group, LLC | 0.02% | Add +83.4% | 11,764 | $1.1M |
| Regal Investment Advisors LLC | 0.09% | Reduce -63.9% | 11,636 | $1.1M |
| R. W. Roge & Company, Inc. | 0.58% | Reduce -14.2% | 11,588 | $1.1M |
| Choreo, LLC | 0.02% | Reduce -2.0% | 11,485 | $1.0M |
| Sage Advisory Services, Ltd.Co. | 0.61% | Reduce -0.0% | 11,475 | $1.0M |
| Emergent Wealth Advisors, LLC | 0.75% | Reduce -80.3% | 11,427 | $1.0M |
| Ibex Wealth Advisors | 0.14% | Add +0.6% | 11,400 | $1.0M |
| Tritonpoint Wealth, LLC | 0.10% | Add +4.9% | 11,308 | $1.0M |
| Southeast Asset Advisors, LLC | 0.12% | Add +0.7% | 11,168 | $1.0M |
| Paragon Capital Management Inc. | 0.82% | Add +2.0% | 11,089 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +7.7% | 11,077 | $1.0M |
| Apeiron RIA LLC | 0.30% | Reduce -42.1% | 11,033 | $1.0M |
| Sugar Maple Asset Management, LLC | 0.79% | New | 11,000 | $1.0M |
| SFG Wealth Management, LLC. | 0.49% | Reduce -8.3% | 10,972 | $999K |
| Prelude Capital Management, LLC | 0.10% | Reduce -67.8% | 10,929 | $995K |
| Wealth Alliance, LLC | 0.12% | Reduce -70.9% | 10,912 | $993K |
| Detalus Advisors, LLC | 0.31% | Reduce -34.0% | 10,895 | $992K |
| Anatole Investment Management Ltd | 0.27% | New | 10,802 | $983K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -50.0% | 10,875 | $980K |
| Clear Investment Research, LLC | 1.30% | Reduce -3.0% | 10,684 | $973K |
| Headinvest, LLC | 0.19% | Add +0.5% | 10,657 | $970K |
| Alteri Wealth LLC | 0.43% | Add +26.2% | 10,648 | $969K |
| Claro Advisors Inc. | 0.13% | Reduce -35.2% | 10,589 | $964K |
| Toth Financial Advisory Corp. | 0.12% | New | 10,487 | $955K |
| SpringVest Wealth Management LLC | 0.79% | Reduce -2.9% | 10,477 | $954K |
| Wealthgarden F.S. LLC | 0.92% | Reduce -24.9% | 10,457 | $952K |
| Maripau Wealth Management LLC | 0.54% | Reduce -19.1% | 10,331 | $940K |
| United Asset Strategies, Inc. | 0.09% | Add +63.7% | 10,289 | $937K |
| Ritholtz Wealth Management | 0.03% | Add +75.1% | 10,213 | $930K |
| PKS Advisory Services, LLC | 0.25% | New | 10,104 | $920K |
| DecisionMap Wealth Management, LLC | 0.70% | Add +10.5% | 10,074 | $917K |
| Itau Unibanco Holding S.A. | 0.04% | New | 10,000 | $910K |
| Picton Mahoney Asset Management | 0.03% | No change | 10,000 | $910K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -13.8% | 9,941 | $905K |
| Dentgroup LLC | 0.67% | Add +9.7% | 9,817 | $894K |
| Good Life Advisors, LLC | 0.06% | Reduce -8.3% | 9,789 | $891K |
| Optivise Advisory Services LLC | 0.50% | Add +153.3% | 9,765 | $889K |
| LGT Financial Advisors LLC | 2.70% | Add +9.4% | 9,720 | $885K |
| Caldwell Sutter Capital, Inc. | 0.42% | Add +2.3% | 9,707 | $884K |
| Johnson Financial Group, Inc. | 0.04% | Add +15.7% | 9,698 | $883K |
| Narus Financial Partners, LLC | 0.30% | Reduce -12.3% | 9,596 | $874K |
| DRW Securities, LLC | 0.07% | Reduce -70.8% | 9,588 | $873K |
| American Assets Investment Management, LLC | 0.08% | Add +90.0% | 9,500 | $865K |
| Aveo Capital Partners, LLC | 0.14% | Reduce -55.2% | 9,745 | $857K |
| Fifth Third Securities, Inc. | 0.07% | Add +27.0% | 9,283 | $845K |
| Petra Financial Advisors Inc. | 0.69% | Reduce -0.2% | 9,264 | $843K |
| J. W. Coons Advisors, LLC | 0.22% | Reduce -6.4% | 9,202 | $838K |
| Tranquilli Financial Advisor LLC | 0.52% | Add +3.5% | 9,062 | $825K |
| AssuredPartners Investment Advisors, LLC | 0.16% | Reduce -3.0% | 9,045 | $823K |
| Keystone Financial Services | 0.31% | Reduce -76.0% | 9,030 | $822K |
| Redwood Investment Management, LLC | 0.09% | Reduce -63.6% | 9,019 | $821K |
| Mgo One Seven LLC | 0.03% | Add +8.7% | 9,008 | $820K |
| BCU Wealth Advisors, LLC | 0.42% | Add +15.9% | 8,959 | $815K |
| LCNB Corp. | 0.30% | No change | 8,900 | $810K |
| TSA Wealth Managment LLC | 0.32% | Reduce -81.0% | 8,877 | $808K |
| Gilman Hill Asset Management, LLC | 0.14% | Add +4.4% | 8,875 | $808K |
| Stone House Investment Management, LLC | 0.16% | Reduce -81.5% | 8,841 | $805K |
| Helium Advisors LLC | 0.58% | Add +5.3% | 8,829 | $804K |
| Focus Financial Network, Inc. | 0.03% | Reduce -66.0% | 8,822 | $803K |
| Castleview Partners, LLC | 0.54% | Add +449.4% | 8,735 | $795K |
| Arkos Global Advisors | 0.12% | No change | 8,702 | $792K |
| Old National Bancorp | 0.02% | No change | 8,696 | $792K |
| United Advisor Group, LLC | 0.16% | Reduce -58.2% | 8,609 | $784K |
| Integrated Investment Consultants, LLC | 0.16% | Reduce -32.7% | 8,604 | $783K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +0.6% | 8,512 | $775K |
| Bokf, NA | 0.01% | Reduce -2.0% | 8,449 | $769K |
| Advisors Asset Management, Inc. | 0.01% | Add +11.3% | 8,401 | $765K |
| Ethos Financial Group, LLC | 0.07% | Reduce -11.4% | 8,690 | $764K |
| Alpha Cubed Investments, LLC | 0.03% | New | 8,386 | $763K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.34% | No change | 8,370 | $762K |
| CENTRAL TRUST Co | 0.02% | No change | 8,218 | $748K |
| Realta Investment Advisors | 0.34% | Add +0.9% | 8,177 | $744K |
| Regimen Wealth, LLC | 0.23% | Reduce -0.2% | 8,030 | $731K |
| Lewis Asset Management, LLC | 0.60% | Reduce -25.9% | 7,940 | $723K |
| Tempus Wealth Planning, LLC | 0.22% | Reduce -4.9% | 7,940 | $723K |
| Berger Financial Group, Inc | 0.05% | Reduce -94.0% | 7,893 | $718K |
| Slagle Financial, LLC | 0.31% | Add +1.7% | 7,779 | $708K |
| Tidemark, LLC | 0.26% | Add +0.2% | 7,701 | $701K |
| Security Financial Services, INC. | 0.14% | Reduce -68.8% | 7,697 | $701K |
| Burford Brothers, Inc. | 0.34% | Reduce -2.5% | 7,694 | $700K |
| Main Street Financial Solutions, LLC | 0.06% | Add +200.0% | 7,646 | $696K |
| Iams Wealth Management, LLC | 0.32% | Add +126.6% | 7,622 | $694K |
| Buck Wealth Strategies, LLC | 0.13% | Reduce -96.6% | 7,583 | $690K |
| Wade Financial Advisory, Inc | 0.23% | Add +0.3% | 7,538 | $686K |
| Alamea Verwaltungs GmbH | 0.59% | — | 7,500 | $683K |
| Aurelius Family Office LLC | 0.35% | Add +2.3% | 7,474 | $680K |
| Briaud Financial Planning Inc | 0.27% | No change | 7,518 | $680K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | Add +3.5% | 7,459 | $679K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Add +16.4% | 7,454 | $679K |
| Rooted Wealth Advisors, Inc. | 0.29% | Reduce -0.7% | 7,251 | $673K |
| Vicus Capital | 0.06% | Add +164.8% | 7,339 | $668K |
| Capital Investment Counsel, Inc | 0.10% | Add +10.2% | 7,330 | $667K |
| Capital Advisors Wealth Management, LLC | 0.12% | Add +37.6% | 7,271 | $662K |
| FSB Premier Wealth Management, Inc. | 0.25% | Add +20.6% | 7,169 | $653K |
| AQR Capital Management | 0.00% | Reduce -4.9% | 7,165 | $652K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +47.5% | 7,110 | $647K |
| Meridian Financial Partners LLC | 0.33% | Reduce -61.8% | 7,091 | $645K |
| BayBridge Capital Group, LLC | 0.46% | Reduce -22.4% | 7,006 | $638K |
| Keebeck Wealth Management | 0.09% | Reduce -63.2% | 6,988 | $636K |
| J2 Capital Management Inc | 0.58% | New | 6,978 | $635K |
| Maia Wealth LLC | 0.14% | Reduce -56.5% | 7,241 | $634K |
| Keystone Financial Group | 0.06% | Add +13.6% | 6,922 | $630K |
| Dorsey Wright & Associates | 0.16% | New | 6,893 | $627K |
| Financial Counselors Inc. | 0.01% | Add +22.3% | 6,822 | $621K |
| Norden Group LLC | 0.07% | Add +6.2% | 6,796 | $619K |
| Advyzon Investment Management, LLC | 0.21% | Add +1.4% | 6,669 | $607K |
| Stokes Family Office, LLC | 0.07% | Add +137.3% | 6,653 | $606K |
| North Forty Two & Co. | 0.67% | New | 6,642 | $605K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -74.4% | 6,622 | $603K |
| One Plus One Wealth Management, LLC | 0.33% | Reduce -39.6% | 6,619 | $603K |
| Private Trust Co. NA | 0.06% | Add +32.0% | 6,607 | $601K |
| Arizona PSPRS Trust | 0.02% | New | 6,601 | $601K |
| Biltmore Family Office, LLC | 0.10% | Add +3147.8% | 6,593 | $600K |
| Verdence Capital Advisors LLC | 0.05% | New | 6,537 | $595K |
| Westfuller Advisors, LLC | 0.39% | Add +0.3% | 6,495 | $591K |
| Westside Investment Management, Inc. | 0.13% | Add +27.4% | 6,479 | $590K |
| Cooper Financial Group | 0.08% | Reduce -87.1% | 6,474 | $589K |
| Vega Investment Solutions | 0.11% | New | 6,449 | $587K |
| Gries Financial LLC | 0.11% | Reduce -82.9% | 6,408 | $583K |
| Optima Capital LLC | 0.37% | New | 6,394 | $582K |
| Portside Wealth Group, LLC | 0.09% | New | 6,382 | $581K |
| Investor's Fiduciary Advisor Network, LLC | 0.27% | Reduce -1.0% | 6,382 | $580K |
| IFG Advisory, LLC | 0.03% | Reduce -37.6% | 6,369 | $580K |
| Golden State Wealth Management, LLC | 0.09% | Add +5.1% | 6,359 | $579K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +1.2% | 6,349 | $578K |
| Diversify Wealth Management, LLC | 0.04% | Add +39.6% | 6,404 | $578K |
| Elevated Capital Advisors, LLC | 0.16% | Add +17.9% | 6,323 | $576K |
| Hancock Whitney Corp. | 0.02% | Reduce -81.5% | 6,302 | $574K |
| Marshall & Sterling Wealth Advisors Inc. | 0.39% | Reduce -56.3% | 6,277 | $571K |
| D.B. Root & Company, LLC | 0.18% | Add +2.5% | 6,277 | $571K |
| Matauro, LLC | 0.12% | Reduce -5.2% | 6,272 | $571K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +124.0% | 6,271 | $571K |
| Consolidated Portfolio Review Corp | 0.09% | Reduce -31.8% | 6,181 | $563K |
| Frontier Asset Management, LLC | 0.16% | Reduce -4.8% | 6,156 | $560K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -40.6% | 6,120 | $557K |
| Personal Cfo Solutions, LLC | 0.11% | New | 6,110 | $556K |
| FFG Retirement Advisors LLC | 0.38% | Reduce -85.0% | 6,108 | $556K |
| Accretive Wealth Partners, LLC | 0.20% | Add +37.5% | 6,349 | $556K |
| World Investment Advisors | 0.01% | Reduce -42.5% | 6,091 | $554K |
| MMBG Investment Advisors Co. | 0.06% | No change | 6,086 | $554K |
| Prasad Wealth Partners, LLC | 0.18% | Add +111.2% | 6,058 | $551K |
| Life Line Wealth Management LLC | 0.20% | Add +5.0% | 6,040 | $550K |
| Stonebridge Financial Group, LLC | 0.06% | Reduce -0.6% | 6,024 | $548K |
| Man Group plc | 0.00% | New | 6,017 | $548K |
| Fonville Wealth Management LLC | 0.16% | Reduce -15.4% | 6,009 | $547K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -44.0% | 5,982 | $545K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -9.7% | 5,974 | $544K |
| Northstar Financial Companies, Inc. | 0.59% | Reduce -1.5% | 5,930 | $540K |
| Oak Family Advisors, LLC | 0.22% | New | 5,917 | $539K |
| Synergy Asset Management, LLC | 0.07% | Add +214.9% | 5,917 | $539K |
| Andrew Hill Investment Advisors, Inc. | 0.50% | New | 5,725 | $521K |
| Vienna Asset Management LLC | 0.41% | Reduce -80.2% | 5,671 | $516K |
| Empirical Asset Management, LLC | 0.17% | Reduce -13.5% | 5,620 | $512K |
| GK Wealth Management LLC | 0.63% | New | 5,575 | $508K |
| Syntax Research, Inc. | 0.35% | Add +0.7% | 5,562 | $506K |
| Bingham Private Wealth, LLC | 0.52% | Add +12.6% | 5,558 | $506K |
| Bison Wealth, LLC | 0.05% | Reduce -17.2% | 5,502 | $501K |
| Balance Wealth Partners LLC | 0.32% | — | 5,446 | $496K |
| Swmg, LLC | 0.20% | Reduce -41.3% | 5,567 | $495K |
| National Wealth Management Group, LLC | 0.32% | New | 5,408 | $492K |
| High Falls Advisors, Inc | 0.11% | Reduce -93.1% | 5,377 | $489K |
| BCGM Wealth Management, LLC | 0.15% | Reduce -86.0% | 5,356 | $488K |
| Madrona Financial Services, LLC | 0.13% | Reduce -86.2% | 5,354 | $487K |
| Navis Wealth Advisors, LLC | 0.48% | New | 5,346 | $487K |
| Invictus Private Wealth, LLC | 0.04% | Add +3.1% | 5,344 | $486K |
| Herold Advisors, Inc. | 0.11% | Reduce -6.0% | 5,329 | $485K |
| Fort Sheridan Advisors LLC | 0.07% | Add +2.3% | 5,317 | $484K |
| Watershed Private Wealth LLC | 0.19% | Reduce -78.2% | 5,198 | $473K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -53.7% | 5,182 | $472K |
| Saxon Interests, Inc. | 0.22% | Reduce -0.1% | 5,101 | $464K |
| Elios Financial Group Inc. | 0.23% | Reduce -6.5% | 5,073 | $462K |
| Pettinga Financial Advisors LLC | 0.11% | Reduce -88.6% | 5,043 | $459K |
| Fiduciary Alliance LLC | 0.04% | Add +50.0% | 5,014 | $456K |
| Barry Investment Advisors, LLC | 0.12% | No change | 5,011 | $456K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -5.2% | 5,000 | $455K |
| FNY Investment Advisers, LLC | 0.28% | Reduce -47.7% | 5,000 | $455K |
| Howard Bailey Securities, LLC | 0.15% | Reduce -2.4% | 4,975 | $453K |
| Lansing Street Advisors | 0.15% | Add +21.2% | 4,944 | $450K |
| Advisory Alpha, LLC | 0.02% | Reduce -13.1% | 4,934 | $449K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -78.5% | 4,904 | $446K |
| WMG Financial Advisors, LLC | 0.19% | Add +67.0% | 4,894 | $446K |
| Midwest Capital Advisors, LLC | 0.27% | Reduce -82.3% | 4,855 | $442K |
| Regions Financial Corp. | 0.00% | Reduce -10.8% | 4,816 | $438K |
| RIA Advisory Group LLC | 0.14% | Reduce -88.7% | 4,803 | $437K |
| Patten & Patten Inc. | 0.03% | Reduce -1.8% | 4,782 | $435K |
| Fragasso Financial Advisors Inc | 0.03% | Add +0.7% | 4,770 | $434K |
| Bank of Nova Scotia | 0.00% | Reduce -96.5% | 4,760 | $433K |
| HCR Wealth Advisors | 0.06% | Reduce -88.4% | 4,754 | $433K |
| RAM Investment Partners, LLC | 0.11% | No change | 4,718 | $429K |
| Valmark Advisers, Inc. | 0.01% | Add +9.1% | 4,692 | $427K |
| Wedgewood Investors Inc. | 0.50% | Reduce -3.7% | 4,613 | $420K |
| Core Wealth Partners LLC | 0.24% | Reduce -21.6% | 4,539 | $413K |
| Avior Wealth Management, LLC | 0.02% | Reduce -1.8% | 4,506 | $410K |
| Cadence Bank | 0.03% | Add +88.5% | 4,480 | $408K |
| Kestra Investment Management, LLC | 0.01% | Add +43.5% | 4,474 | $407K |
| Weaver Consulting Group | 0.12% | No change | 4,358 | $397K |
| Pinnacle Bancorp, Inc. | 0.13% | Add +23.4% | 4,322 | $393K |
| Second Half Financial Partners, LLC | 0.20% | Add +0.8% | 4,320 | $393K |
| UMB Bank, n.a. | 0.01% | No change | 4,314 | $393K |
| Fulcrum Equity Management | 0.42% | Reduce -31.3% | 4,258 | $388K |
| Innova Wealth Partners | 0.24% | Reduce -6.0% | 4,239 | $386K |
| Roman Butler Fullerton & Co. | 0.15% | Add +13.9% | 4,345 | $382K |
| Magnus Financial Group LLC | 0.04% | Add +48.2% | 4,190 | $381K |
| Concorde Asset Management, LLC | 0.20% | Reduce -46.8% | 4,280 | $380K |
| Synovus Financial Corp. | 0.00% | Reduce -59.2% | 4,159 | $379K |
| Coastwise Capital Group, LLC | 0.32% | Add +17.6% | 4,158 | $379K |
| CW Advisors, LLC | 0.00% | New | 4,138 | $376K |
| Rothschild Investment LLC | 0.03% | Reduce -13.9% | 4,110 | $374K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -97.9% | 4,052 | $369K |
| Eagle Global Advisors LLC | 0.02% | Reduce -7.8% | 4,043 | $368K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -89.7% | 4,035 | $367K |
| Fairvoy Private Wealth, LLC | 0.10% | Add +26.6% | 4,012 | $365K |
| Wolverine Asset Management LLC | 0.03% | Add +400.0% | 4,000 | $364K |
| Global View Capital Management LLC | 0.13% | Reduce -0.8% | 3,996 | $364K |
| Running Point Capital Advisors, LLC | 0.11% | Add +3.3% | 3,956 | $360K |
| Union Bancaire Privee, UBP SA | 0.01% | No change | 4,230 | $360K |
| Coordinated Financial Services, Inc. | 0.28% | — | 3,943 | $359K |
| Howe & Rusling Inc. | 0.03% | Add +2.6% | 3,910 | $356K |
| MCF Advisors LLC | 0.03% | No change | 3,893 | $354K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -94.7% | 3,886 | $354K |
| World Equity Group, Inc. | 0.10% | Add +56.6% | 3,852 | $351K |
| Defined Financial Planning LLC | 0.35% | New | 3,797 | $347K |
| StoneX Group Inc. | 0.02% | Add +19.9% | 3,788 | $345K |
| Strategy Asset Managers LLC | 0.07% | Reduce -31.7% | 3,778 | $344K |
| Kelly Financial Services LLC | 0.12% | Reduce -95.0% | 3,714 | $338K |
| Ranch Capital Advisors Inc. | 0.16% | Add +5.1% | 3,703 | $337K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 3,700 | $337K |
| Kovack Advisors, Inc. | 0.04% | Reduce -45.9% | 3,700 | $337K |
| Able Wealth Management LLC | 0.20% | Add +26.6% | 3,691 | $336K |
| Sequent Planning LLC | 0.12% | New | 3,664 | $334K |
| Fortress Private Ledger, LLC | 0.19% | Reduce -0.9% | 3,646 | $332K |
| HB Wealth Management, LLC | 0.00% | New | 3,574 | $325K |
| First Citizens Bank & Trust Co. | 0.01% | Add +30.2% | 3,545 | $323K |
| Ameriflex Group, Inc. | 0.13% | Reduce -22.2% | 3,530 | $321K |
| TrueMark Investments, LLC | 0.08% | Add +41.5% | 3,528 | $321K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -35.3% | 3,516 | $320K |
| Banque Cantonale Vaudoise | 0.01% | — | 3,518 | $320K |
| Cannell & Spears LLC | 0.01% | No change | 3,510 | $320K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 3,500 | $319K |
| Intellectus Partners, LLC | 0.08% | Add +0.8% | 3,486 | $317K |
| Firethorn Wealth Partners, LLC | 0.15% | Reduce -64.3% | 3,484 | $317K |
| Carrera Capital Advisors | 0.07% | New | 3,442 | $313K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.32% | New | 3,425 | $312K |
| Mather Group, Llc. | 0.00% | Reduce -12.2% | 3,423 | $312K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -91.1% | 3,418 | $311K |
| Montag A & Associates Inc. | 0.02% | Reduce -4.2% | 3,417 | $311K |
| New Century Financial Group, LLC | 0.36% | Reduce -61.8% | 3,393 | $309K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +3.1% | 3,373 | $307K |
| American Asset Management Inc. | 0.30% | Add +41.1% | 3,335 | $304K |
| Shira Ridge Wealth Management | 0.15% | Reduce -81.1% | 3,295 | $300K |
| Mascagni Wealth Management, Inc. | 0.30% | No change | 3,273 | $298K |
| Altura Wealth Advisors Inc. | 0.20% | Reduce -78.7% | 3,254 | $296K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +217.9% | 3,243 | $295K |
| WBH Advisory Inc. | 0.03% | New | 3,237 | $295K |
| Vantage Financial Partners, LLC | 0.07% | Reduce -8.0% | 3,236 | $295K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -77.3% | 3,232 | $294K |
| Napa Wealth Management | 0.16% | Add +16.1% | 3,190 | $290K |
| Western Wealth Management, LLC | 0.02% | Reduce -88.1% | 3,174 | $289K |
| McNaughton Wealth Management, LLC | 0.14% | New | 3,172 | $289K |
| Partners Wealth Management, LLC | 0.33% | No change | 3,161 | $288K |
| Harbor Capital Advisors, Inc. | 0.01% | Reduce -26.4% | 3,115 | $284K |
| OMNI 360 Wealth, Inc. | 0.19% | Reduce -7.6% | 3,112 | $283K |
| Smith, Moore & Co. | 0.03% | Reduce -26.1% | 3,106 | $283K |
| Fortress Financial Group, LLC | 0.28% | Add +2.1% | 3,099 | $282K |
| IPG Investment Advisors LLC | 0.06% | New | 3,070 | $279K |
| Avid Wealth Partners LLC | 0.19% | Reduce -24.7% | 3,059 | $278K |
| Mendel Capital Management LLC | 0.17% | Reduce -5.3% | 3,045 | $277K |
| King Wealth Management Group | 0.04% | Reduce -2.9% | 3,046 | $277K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -8.8% | 3,005 | $274K |
| SkyOak Wealth, LLC | 0.06% | Reduce -1.2% | 3,000 | $273K |
| Cloud Capital Management, LLC | 0.19% | — | 3,001 | $273K |
| Tandem Financial, LLC | 0.30% | Reduce -4.5% | 2,999 | $273K |
| Astoria Portfolio Advisors LLC. | 0.09% | New | 3,118 | $272K |
| My Legacy Advisors, LLC | 0.10% | Reduce -81.5% | 2,986 | $272K |
| SPC Financial, Inc. | 0.02% | Reduce -3.7% | 2,982 | $271K |
| Copperleaf Capital, LLC | 0.16% | Reduce -64.3% | 2,954 | $269K |
| Occidental Asset Management, LLC | 0.04% | New | 2,952 | $269K |
| HUB Investment Partners, LLC | 0.01% | New | 2,949 | $268K |
| Cedar Wealth Management, LLC | 0.09% | New | 2,926 | $266K |
| Balboa Wealth Partners | 0.06% | New | 2,916 | $265K |
| VestGen Advisors, LLC | 0.01% | — | 2,907 | $265K |
| Dover Advisors, LLC | 0.11% | Reduce -21.1% | 2,896 | $264K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -24.0% | 2,875 | $262K |
| Aprio Wealth Management, LLC | 0.03% | New | 2,839 | $258K |
| Avalon Capital Management | 0.07% | New | 2,823 | $257K |
| CPC Advisors, LLC | 0.04% | Reduce -26.7% | 2,823 | $257K |
| Murphy & Mullick Capital Management Corp | 0.25% | Reduce -2.4% | 2,809 | $256K |
| Lowery Thomas, LLC | 0.17% | Reduce -73.8% | 2,807 | $255K |
| Bluefin Capital Management, LLC | 0.21% | — | 2,800 | $255K |
| Pingora Partners LLC | 0.19% | Add +86.7% | 2,800 | $255K |
| TruWealth Advisors, LLC | 0.02% | Reduce -37.2% | 2,781 | $253K |
| Cambridge Associates LLC /Ma/ | 0.01% | No change | 2,749 | $250K |
| Cox Capital Mgt LLC | 0.18% | Add +10.8% | 2,737 | $249K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -20.1% | 2,736 | $249K |
| Strait & Sound Wealth Management LLC | 0.12% | New | 2,736 | $249K |
| Modera Wealth Management, LLC | 0.00% | Reduce -67.7% | 2,723 | $248K |
| NWF Advisory Services Inc. | 0.03% | Reduce -90.6% | 2,719 | $248K |
| Beacon Financial Group | 0.03% | Reduce -91.9% | 2,698 | $246K |
| Cadinha & Co. LLC | 0.05% | Reduce -18.6% | 2,693 | $245K |
| Medallion Wealth Advisors, LLC | 0.11% | Reduce -6.9% | 2,674 | $245K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -94.6% | 2,674 | $243K |
| Sloy Dahl & Holst, LLC | 0.04% | New | 2,670 | $243K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 2,653 | $242K |
| Florida Financial Advisors, LLC | 0.10% | Reduce -58.4% | 2,646 | $241K |
| Wells Financial Advisors INC | 0.33% | Reduce -25.0% | 2,640 | $240K |
| Heritage Family Offices, LLP | 0.12% | Add +4.7% | 2,628 | $239K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +6.6% | 2,608 | $237K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,603 | $237K |
| Canandaigua National Trust Co of Florida | 0.21% | Reduce -44.4% | 2,600 | $237K |
| Whittier Trust Co. | 0.00% | No change | 2,599 | $237K |
| Penbrook Management LLC | 0.18% | No change | 2,595 | $236K |
| Marshall Financial Group, LLC | 0.05% | Reduce -45.9% | 2,589 | $236K |
| Causey Wealth LLC | 0.13% | Reduce -20.0% | 2,586 | $235K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -29.7% | 2,555 | $233K |
| RDA Financial Network | 0.07% | Reduce -68.2% | 2,553 | $232K |
| Ipsen Advisor Group LLC | 0.20% | Reduce -5.2% | 2,539 | $231K |
| Ridgeline Wealth, LLC | 0.20% | Reduce -10.6% | 2,531 | $230K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Reduce -65.4% | 2,532 | $230K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 2,525 | $230K |
| Beacon Capital Management, LLC | 0.03% | Reduce -65.1% | 2,505 | $228K |
| Harbour Capital Advisors, LLC | 0.06% | New | 2,481 | $228K |
| Dearborn Partners LLC | 0.01% | No change | 2,500 | $228K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 2,499 | $227K |
| Shelton Capital Management | 0.01% | No change | 2,460 | $224K |
| Rede Wealth, LLC | 0.08% | Reduce -0.7% | 2,450 | $223K |
| Capital Markets Trading UK LLP | 0.25% | New | 2,443 | $222K |
| Strategic Financial Concepts, LLC | 0.04% | New | 2,402 | $219K |
| Swan Global Investments, LLC | 0.01% | Reduce -78.2% | 2,400 | $218K |
| Alterna Wealth Management, Inc. | 0.17% | Reduce -62.7% | 2,395 | $218K |
| FSC Wealth Advisors, LLC | 0.14% | Add +42.1% | 2,387 | $217K |
| Crew Capital Management, Ltd | 0.18% | Reduce -13.1% | 2,385 | $217K |
| Lauer Wealth, LLC | 0.17% | New | 2,398 | $216K |
| Rice Partnership, LLC | 0.04% | Add +17.7% | 2,376 | $216K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.17% | New | 2,372 | $216K |
| Certuity, LLC | 0.02% | Add +1.0% | 2,364 | $215K |
| BridgePort Financial Solutions, LLC | 0.10% | Reduce -0.9% | 2,349 | $214K |
| Balanced Rock Investment Advisors LLC | 0.17% | Reduce -15.5% | 2,348 | $214K |
| Fourth Dimension Wealth, LLC | 0.10% | No change | 2,323 | $211K |
| Dividend Assets Capital, LLC | 0.04% | New | 2,319 | $211K |
| Elevatus Welath Management | 0.12% | No change | 2,315 | $211K |
| Triad Wealth Partners, LLC | 0.07% | Reduce -93.0% | 2,312 | $210K |
| Kingdom Financial Group LLC. | 0.15% | Reduce -13.1% | 2,303 | $210K |
| Farnam Financial LLC | 0.21% | New | 2,297 | $209K |
| Capital Advantage, Inc. | 0.04% | No change | 2,392 | $209K |
| Objective Capital Management, LLC | 0.27% | New | 2,293 | $209K |
| Legacy Private Trust Co. | 0.01% | Reduce -70.2% | 2,273 | $207K |
| Walker Asset Management, LLC | 0.12% | New | 2,256 | $205K |
| MSH Capital Advisors LLC | 0.06% | New | 2,255 | $205K |
| Johnson Bixby & Associates, LLC | 0.03% | New | 2,251 | $205K |
| Centric Wealth Management | 0.05% | New | 2,249 | $205K |
| Seaview Investment Managers LLC | 0.05% | New | 2,246 | $204K |
| Avaii Wealth Management, LLC | 0.11% | Reduce -28.1% | 2,232 | $203K |
| Advisor OS, LLC | 0.02% | New | 2,227 | $203K |
| Meridian Wealth Advisors, LLC | 0.03% | New | 2,214 | $202K |
| Power Wealth Management LLC | 0.08% | Reduce -44.2% | 2,206 | $201K |
| Ballast Advisors LLC | 0.06% | Reduce -22.2% | 2,185 | $199K |
| NFSG Corp | 0.05% | Reduce -48.4% | 2,130 | $194K |
| Pflug Koory, LLC | 0.11% | No change | 2,109 | $192K |
| Tucker Asset Management LLC | 0.06% | Reduce -6.2% | 2,096 | $191K |
| Ancora Advisors LLC | 0.00% | Reduce -0.1% | 2,006 | $183K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +11.0% | 1,967 | $179K |
| MPWM Advisory Solutions, LLC | 0.13% | Add +0.7% | 1,952 | $178K |
| Blue Trust, Inc. | 0.00% | Reduce -96.6% | 1,934 | $176K |
| Cardiff Park Advisors, LLC | 0.02% | Add +11.1% | 1,855 | $169K |
| Sound Income Strategies, LLC | 0.01% | Reduce -31.3% | 1,830 | $167K |
| Maryland Capital Advisors Inc. | 0.07% | No change | 1,772 | $161K |
| Park Square Financial Group, LLC | 0.13% | Add +59.8% | 1,767 | $161K |
| Quest 10 Wealth Builders, Inc. | 0.17% | Reduce -39.1% | 1,719 | $156K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -39.7% | 1,490 | $136K |
| Main Street Group, LTD | 0.06% | Add +65.5% | 1,443 | $131K |
| NorthRock Partners, LLC | 0.00% | Reduce -1.6% | 1,395 | $127K |
| iA Global Asset Management Inc. | 0.00% | Add +2.6% | 1,378 | $125K |
| Gen-Wealth Partners Inc | 0.05% | Reduce -76.4% | 1,372 | $125K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -98.0% | 1,252 | $114K |
| Larson Financial Group LLC | 0.01% | Reduce -41.9% | 1,239 | $113K |
| Parallel Advisors, LLC | 0.00% | Reduce -58.8% | 1,171 | $107K |
| Cornerstone Planning Group LLC | 0.03% | Add +104.0% | 1,220 | $107K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 1,084 | $99K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 1,083 | $99K |
| FWL Investment Management, LLC | 0.04% | Add +184.0% | 1,065 | $97K |
| Finley Financial, LLC | 0.05% | No change | 1,040 | $94K |
| Morling Financial Advisors, LLC | 0.03% | Add +0.7% | 1,024 | $93K |
| Brentview Investment Management LLC | 0.05% | New | 1,000 | $91K |
| Park Place Capital Corp | 0.02% | Add +13.1% | 999 | $91K |
| First PREMIER Bank | 0.02% | No change | 964 | $88K |
| Financial Network Wealth Advisors LLC | 0.12% | New | 962 | $88K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -75.8% | 960 | $87K |
| Elequin Capital, LP | 0.02% | Add +298.3% | 948 | $86K |
| Parkside Financial Bank & Trust | 0.01% | Add +6.5% | 947 | $86K |
| JFS Wealth Advisors, LLC | 0.01% | Add +143.0% | 943 | $86K |
| Islay Capital Management, LLC | 0.06% | Reduce -72.8% | 921 | $84K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 915 | $80K |
| Tsfg, LLC | 0.02% | Add +41.5% | 869 | $79K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 848 | $77K |
| Copia Wealth Management | 0.07% | Add +2974.1% | 830 | $76K |
| Colonial Trust Co / SC | 0.01% | Add +0.4% | 803 | $73K |
| Equitec Proprietary Markets, LLC | 0.21% | No change | 800 | $73K |
| SYM FINANCIAL Corp | 0.01% | Add +416.1% | 800 | $73K |
| Reyes Financial Architecture, Inc. | 0.05% | New | 785 | $71K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -2.6% | 775 | $71K |
| Capital Analysts, LLC | 0.00% | Reduce -97.3% | 766 | $70K |
| NWK Group, Inc. | 0.03% | Add +0.6% | 725 | $66K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -21.7% | 720 | $66K |
| Fairway Wealth LLC | 0.02% | No change | 719 | $65K |
| Centennial Bank | 0.03% | New | 689 | $63K |
| S.A. Mason LLC | 0.03% | New | 658 | $60K |
| Hartford Financial Management Inc. | 0.01% | No change | 608 | $55K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -87.2% | 594 | $54K |
| Raffa Wealth Management, LLC | 0.01% | No change | 568 | $52K |
| Arlington Trust Co LLC | 0.01% | No change | 561 | $51K |
| Rossby Financial, LCC | 0.02% | New | 571 | $51K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -3.0% | 526 | $48K |
| Winthrop Capital Management, LLC | 0.01% | No change | 514 | $47K |
| Kings Path Partners LLC | 0.02% | Reduce -72.1% | 511 | $47K |
| Trifecta Capital Advisors, LLC | 0.01% | New | 500 | $46K |
| Rise Advisors, LLC | 0.02% | Add +2.8% | 477 | $43K |
| Abound Wealth Management | 0.01% | New | 469 | $43K |
| Pineridge Advisors LLC | 0.02% | Add +10.5% | 462 | $42K |
| Highline Wealth Partners LLC | 0.01% | New | 450 | $41K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 445 | $41K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +5.0% | 443 | $40K |
| Eastern Bank | 0.00% | Reduce -82.1% | 441 | $40K |
| Clean Yield Group | 0.01% | No change | 440 | $40K |
| Solstein Capital, LLC | 0.02% | No change | 430 | $39K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -45.0% | 425 | $39K |
| First Pacific Financial | 0.01% | New | 422 | $38K |
| MGB Wealth Management, LLC | 0.01% | No change | 407 | $37K |
| Van Eck Associates Corp. | 0.00% | No change | 394 | $36K |
| Anfield Capital Management, LLC | 0.01% | No change | 395 | $36K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 357 | $33K |
| Hanson & Doremus Investment Management | 0.00% | No change | 351 | $32K |
| Coastline Trust Co | 0.00% | New | 350 | $32K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Reduce -97.4% | 338 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 336 | $31K |
| Caldwell Trust Co | 0.00% | Reduce -92.4% | 334 | $30K |
| Brown Brothers Harriman & Co. | 0.00% | Add +208.6% | 324 | $29K |
| Proathlete Wealth Management LLC | 0.01% | New | 309 | $28K |
| Salomon & Ludwin, LLC | 0.00% | No change | 300 | $27K |
| Macquarie Group Ltd. | 0.00% | Reduce -70.3% | 297 | $27K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.7% | 289 | $26K |
| Byrne Asset Management LLC | 0.02% | New | 288 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 286 | $26K |
| St Germain D J Co. Inc. | 0.00% | Reduce -42.2% | 275 | $25K |
| Lanark Financial, Inc. | 0.00% | — | 281 | $25K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.05% | New | 265 | $24K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -1.1% | 265 | $24K |
| Friedenthal Financial | 0.01% | New | 261 | $24K |
| Sandy Spring Bank | 0.00% | Add +295.3% | 253 | $23K |
| Ridgewood Investments LLC | 0.01% | No change | 251 | $23K |
| Winch Advisory Services, LLC | 0.01% | Add +0.4% | 235 | $21K |
| Opal Wealth Advisors, LLC | 0.01% | New | 222 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -70.5% | 219 | $20K |
| Investors Research Corp | 0.00% | No change | 217 | $20K |
| DecisionPoint Financial, LLC | 0.01% | No change | 213 | $19K |
| Wayfinding Financial, LLC | 0.01% | Reduce -99.6% | 215 | $19K |
| West Branch Capital LLC | 0.01% | Reduce -51.8% | 201 | $18K |
| Motco | 0.00% | No change | 190 | $17K |
| Aviso Financial Inc. | 0.00% | No change | 182 | $17K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -11.1% | 176 | $16K |
| Spurstone Advisory Services, LLC | 0.31% | New | 174 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 171 | $16K |
| Hurley Capital, LLC | 0.01% | No change | 161 | $15K |
| EPG Wealth Management LLC | 0.00% | No change | 160 | $15K |
| Bellwether Advisors, LLC | 0.00% | No change | 158 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 153 | $14K |
| Logan Capital Management Inc. | 0.00% | No change | 135 | $12K |
| North Capital, Inc. | 0.01% | — | 132 | $12K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -93.0% | 123 | $11K |
| Bogart Wealth, LLC | 0.00% | New | 122 | $11K |
| CKW Financial Group | 0.00% | No change | 116 | $11K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -99.6% | 116 | $11K |
| LFA - Lugano Financial Advisors SA | 0.01% | No change | 120 | $11K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -97.0% | 121 | $11K |
| Promus Capital, LLC | 0.01% | No change | 113 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -39.7% | 108 | $10K |
| Gould Capital, LLC | 0.01% | Reduce -69.4% | 104 | $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% | No change | 99 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Add +164.9% | 98 | $9K |
| Northwest Capital Management Inc | 0.00% | No change | 98 | $9K |
| China Universal Asset Management Co., Ltd. | 0.00% | No change | 97 | $9K |
| Towne Trust Company, N.A | 0.00% | No change | 89 | $8K |
| Coston, McIsaac & Partners | 0.00% | No change | 90 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | New | 85 | $8K |
| Tompkins Financial Corp. | 0.00% | No change | 85 | $8K |
| Atlantic Private Wealth, LLC | 0.01% | Add +1.2% | 83 | $8K |
| IFS Advisors, LLC | 0.01% | Add +64.0% | 82 | $7K |
| Bellevue Asset Management, LLC | 0.00% | No change | 81 | $7K |
| Archer Investment Corp | 0.00% | Reduce -30.7% | 79 | $7K |
| Lindbrook Capital, LLC | 0.00% | Add +7800.0% | 79 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 78 | $7K |
| Kimelman & Baird, LLC | 0.00% | No change | 73 | $7K |
| Painted Porch Advisors LLC | 0.00% | No change | 73 | $7K |
| Bangor Savings Bank | 0.00% | Reduce -53.7% | 69 | $6K |
| REAP Financial Group, LLC | 0.00% | Reduce -79.6% | 65 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 64 | $6K |
| Independence Bank of Kentucky | 0.00% | Reduce -79.2% | 63 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -95.2% | 59 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 56 | $5K |
| Bernard Wealth Management Corp. | 0.00% | No change | 50 | $5K |
| American National Bank & Trust | 0.00% | New | 49 | $4K |
| Truvestments Capital LLC | 0.00% | New | 48 | $4K |
| PayPay Securities Corp | 0.25% | Reduce -19.0% | 47 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 46 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 46 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 45 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 45 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 41 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 42 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -74.5% | 40 | $4K |
| WealthTrak Capital Management LLC | 0.00% | Reduce -98.5% | 38 | $3K |
| Stephens Consulting, LLC | 0.00% | Reduce -67.9% | 36 | $3K |
| AlphaCore Capital LLC | 0.00% | New | 33 | $3K |
| Bfsg, LLC | 0.00% | No change | 28 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 25 | $2K |
| Wagner Wealth Management, LLC | 0.00% | Add +4.5% | 23 | $2K |
| Center for Financial Planning, Inc. | 0.00% | New | 22 | $2K |
| Chesapeake Asset Management LLC | 0.00% | No change | 22 | $2K |
| Bessemer Group Inc. | 0.00% | Add +500.0% | 24 | $2K |
| Summer Road LLC | 0.00% | No change | 20 | $2K |
| Concord Wealth Partners | 0.00% | Reduce -72.2% | 20 | $2K |
| Runnymede Capital Advisors, Inc. | 0.00% | Reduce -88.5% | 18 | $2K |
| Key Financial Inc | 0.00% | No change | 18 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | Reduce -100.0% | 13 | $1K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 13 | $1K |
| Affinity Wealth LLC | 0.00% | No change | 12 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 12 | $1K |
| Atticus Wealth Management, LLC | 0.00% | No change | 11 | $1K |
| FSA Wealth Management LLC | 0.00% | No change | 11 | $1K |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $910 |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 9 | $819 |
| GKV Capital Management Co., Inc. | 0.00% | New | 9 | $819 |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 8 | $728 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 7 | $653 |
| West Paces Advisors Inc. | 0.00% | New | 6 | $546 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -99.9% | 4 | $378 |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 3 | $273 |
| New Republic Capital, LLC | 0.00% | Reduce -99.8% | 3 | $273 |
| Graney & King, LLC | 0.00% | No change | 1 | $97 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $91 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 1 | $68 |
| Covestor Ltd | 0.00% | Reduce -99.6% | 5 | $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.