iShares 20+ Year Treasury BDTLTETF
13F holders, Q3 2025 (September 30)1,099holders −8
118new positions
114sold out
6famous investors
$89.43avg. 13F price*
At the end of Q3 2025, 1,099 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, down 8 from Q2 2025. 118 opened new positions and 114 sold out. The largest holders were Bank of America Corp. ($8.8B), Northwestern Mutual Wealth Management Co. ($3.7B) and Rafferty Asset Management, LLC ($3.3B). 6 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 20+ Year Treasury BD
- CUSIP
- 464287432
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $208.0M |
| Exits | 114 | $394.9M |
All 13F filers, Q2 2025 → Q3 2025: 71,106,813 shares bought and 45,248,138 shares sold, net +25,858,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,099 holders
| Bank of America Corp. | 0.66% | Add +61.4% | 98,721,266 | $8.8B |
| Northwestern Mutual Wealth Management Co. | 2.49% | Add +3.0% | 41,721,495 | $3.7B |
| Rafferty Asset Management, LLC | 10.59% | Reduce -7.8% | 36,522,997 | $3.3B |
| Citigroup Inc. | 1.45% | Reduce -4.5% | 23,392,688 | $2.1B |
| BlackRock, Inc. | 0.03% | Add +18.8% | 21,869,205 | $2.0B |
| Bank of Montreal | 0.69% | Add +11.8% | 18,107,124 | $1.6B |
| UBS Group AG | 0.26% | Add +33.6% | 15,104,678 | $1.3B |
| Morgan Stanley | 0.08% | Add +14.7% | 14,609,080 | $1.3B |
| Jane Street Group, LLC | 1.23% | Add +50.1% | 11,654,444 | $1.0B |
| Susquehanna International Group, LLP | 1.20% | Reduce -51.8% | 9,156,186 | $818.3M |
| Envestnet Asset Management Inc. | 0.17% | Add +8.6% | 6,657,532 | $595.0M |
| Barclays PLC | 0.21% | Add +175.1% | 6,338,205 | $566.4M |
| JPMorgan Chase & Co. | 0.03% | Reduce -36.6% | 5,014,038 | $448.1M |
| LPL Financial LLC | 0.13% | Add +2.2% | 4,815,087 | $430.3M |
| Wells Fargo & Company | 0.08% | Add +10.1% | 4,589,426 | $410.2M |
| Nan Shan Life Insurance Co., Ltd. | 7.59% | No change | 3,997,680 | $357.3M |
| Mackenzie Financial Corp. | 0.39% | Reduce -1.5% | 3,627,200 | $324.2M |
| Harvest Portfolios Group Inc. | 5.83% | Add +0.9% | 3,535,387 | $316.0M |
| Ameriprise Financial Inc. | 0.06% | Reduce -8.3% | 2,877,781 | $257.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.76% | Add +1.4% | 2,693,948 | $240.8M |
| Royal Bank of Canada | 0.04% | Add +8.8% | 2,689,174 | $240.3M |
| Hantz Financial Services, Inc. | 3.64% | Add +0.7% | 2,687,722 | $240.2M |
| Alliancebernstein L.P. | 0.07% | Reduce -5.3% | 2,665,678 | $238.2M |
| Raymond James Financial Inc. | 0.07% | Add +6.5% | 2,539,615 | $227.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -17.4% | 2,406,146 | $215.0M |
| Vantagepoint Investment Advisers LLC | 1.50% | Reduce -1.6% | 2,060,441 | $184.1M |
| Assetmark, Inc. | 0.31% | Add +652.3% | 1,628,189 | $145.5M |
| Stifel Financial Corp. | 0.13% | Reduce -9.1% | 1,607,902 | $143.7M |
| Bramshill Investments, LLC | 9.81% | Add +1.3% | 1,606,810 | $143.6M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -5.4% | 1,546,963 | $138.3M |
| Cibc World Market Inc. | 0.28% | Add +429.3% | 1,490,621 | $133.2M |
| Janney Montgomery Scott LLC | 0.31% | Add +27.8% | 1,466,931 | $131.1M |
| Rockefeller Capital Management L.P. | 0.24% | Add +2.9% | 1,356,715 | $121.2M |
| Truist Financial Corp. | 0.16% | Add +4.8% | 1,335,464 | $119.4M |
| HSBC Holdings PLC | 0.07% | Reduce -51.9% | 1,301,260 | $116.4M |
| Hamilton Capital Partners Inc. | 4.66% | Reduce -4.0% | 1,259,810 | $112.6M |
| AIA Group Ltd | 1.95% | Reduce -36.0% | 1,232,621 | $110.2M |
| Osaic Holdings, Inc. | 0.14% | Reduce -5.5% | 1,177,710 | $103.6M |
| Old Mission Capital LLC | 3.66% | Reduce -57.6% | 1,146,089 | $102.4M |
| Prudential PLC | 0.69% | Add +104.9% | 1,046,620 | $93.5M |
| Nationwide Fund Advisors | 4.90% | Reduce -1.6% | 993,862 | $88.8M |
| Marshall Wace, LLP | 0.10% | Add +41.6% | 974,965 | $87.1M |
| Victory Capital Management Inc. | 0.05% | Add +14.5% | 944,458 | $84.4M |
| WestEnd Advisors, LLC | 1.93% | Add +17.1% | 923,315 | $82.5M |
| Millennium Management | 0.07% | Add +73.5% | 916,986 | $82.0M |
| US Bancorp \de | 0.10% | Reduce -4.2% | 909,085 | $81.3M |
| Cetera Investment Advisers | 0.09% | Add +45.2% | 887,781 | $79.3M |
| Ally Financial Inc. | 9.63% | No change | 873,000 | $78.0M |
| Dynasty Wealth Management, LLC | 1.02% | Reduce -18.7% | 855,851 | $76.5M |
| BNP Paribas Financial Markets | 0.05% | Reduce -36.8% | 772,966 | $69.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +5.2% | 763,812 | $68.3M |
| HighTower Advisors, LLC | 0.08% | Reduce -7.3% | 754,961 | $67.5M |
| Disciplina Capital Management LLC | 8.12% | Add +2.0% | 746,709 | $66.7M |
| Quotient Wealth Partners, LLC | 1.81% | Add +8.9% | 737,552 | $65.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Reduce -11.3% | 707,553 | $63.2M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -12.9% | 704,106 | $62.9M |
| TD Private Client Wealth LLC | 1.27% | Add +13.2% | 633,358 | $56.6M |
| Moore Capital Management, LP | 1.01% | Add +23.9% | 553,858 | $49.5M |
| AlTi Global, Inc. | 1.14% | Reduce -23.7% | 543,046 | $48.5M |
| Townsend & Associates, Inc | 4.34% | Add +4.2% | 501,882 | $45.8M |
| Meeder Asset Management Inc. | 2.59% | New | 508,484 | $45.4M |
| Concurrent Investment Advisors, LLC | 0.78% | Reduce -4.0% | 502,876 | $44.9M |
| IHT Wealth Management, LLC | 1.14% | Add +6.4% | 502,044 | $44.9M |
| Cadence Wealth Management LLC | 23.32% | Add +4.1% | 498,184 | $44.5M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Reduce -5.0% | 469,324 | $41.9M |
| Rock Creek Group LLC | 4.30% | Add +8.7% | 457,159 | $40.9M |
| Summit Financial, LLC | 0.62% | Reduce -8.8% | 454,311 | $40.6M |
| Optiver Holding B.V. | 0.63% | Reduce -29.3% | 436,438 | $39.0M |
| Bell Investment Advisors, Inc | 6.06% | Add +7.3% | 415,139 | $37.1M |
| New Harbor Financial Group, LLC | 7.51% | Add +27.4% | 414,289 | $37.0M |
| Kestra Advisory Services, LLC | 0.17% | Add +13.3% | 407,979 | $36.5M |
| WS Management LLLP | 5.45% | No change | 397,500 | $35.5M |
| MML Investors Services, LLC | 0.09% | Reduce -14.8% | 384,358 | $34.4M |
| Krilogy Financial LLC | 1.18% | Add +24.4% | 354,274 | $31.5M |
| RD Finance Ltd | 33.26% | Add +55.6% | 347,520 | $31.1M |
| Marex Group Ltd | 0.38% | Add +7.4% | 347,385 | $31.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.7% | 345,818 | $30.9M |
| Royal Fund Management, LLC | 3.72% | Add +55.5% | 345,641 | $30.9M |
| U.S. Capital Wealth Advisors, LLC | 0.80% | Reduce -31.2% | 333,871 | $29.8M |
| OneDigital Investment Advisors LLC | 0.30% | Add +8.3% | 327,083 | $29.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.51% | Reduce -9.5% | 324,495 | $29.0M |
| Insight Wealth Strategies, LLC | 3.31% | Add +3.4% | 314,160 | $28.1M |
| SBI Securities Co., Ltd. | 0.71% | Add +15.8% | 310,428 | $27.7M |
| Old National Bancorp | 0.46% | Add +3399.3% | 302,133 | $27.0M |
| Himension Capital (singapore) Pte. LTD. | 1.62% | Reduce -49.3% | 295,030 | $26.4M |
| Capitolis Liquid Global Markets LLC | 0.21% | Reduce -17.7% | 292,890 | $26.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.20% | Reduce -28.7% | 289,276 | $25.8M |
| Affinity Wealth Management LLC | 3.70% | Add +0.2% | 282,545 | $25.3M |
| Maxi Investments CY Ltd | 5.22% | No change | 280,950 | $25.1M |
| Journey Strategic Wealth LLC | 0.71% | Add +7.7% | 280,061 | $25.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.8% | 278,152 | $24.9M |
| Northwest Bancshares, Inc. | 4.09% | No change | 275,692 | $24.6M |
| GM Advisory Group, LLC | 1.00% | Reduce -6.3% | 263,564 | $23.6M |
| Tudor Investment Corporation | 0.16% | Add +94.3% | 263,145 | $23.5M |
| Parallax Volatility Advisers, L.P. | 0.79% | Reduce -42.7% | 262,231 | $23.4M |
| Insight 2811, Inc. | 10.37% | Add +2.4% | 260,253 | $23.3M |
| Mariner, LLC | 0.03% | Add +6.9% | 256,797 | $22.9M |
| Gould Asset Management LLC | 4.24% | Reduce -7.5% | 255,382 | $22.8M |
| Kestra Private Wealth Services, LLC | 0.29% | Add +13.6% | 250,852 | $22.4M |
| Jones Financial Companies LLLP | 0.02% | Add +51.0% | 252,038 | $22.4M |
| Cerity Partners OCIO LLC | 1.14% | Add +15.5% | 250,173 | $22.4M |
| Scopus Asset Management, L.P. | 0.53% | No change | 246,549 | $22.0M |
| Farther Finance Advisors, LLC | 0.33% | Add +27.5% | 242,549 | $21.7M |
| Willis Johnson & Associates, Inc. | 1.31% | Add +9.0% | 236,044 | $21.1M |
| Trilogy Capital Inc. | 0.96% | Add +8.7% | 232,989 | $20.8M |
| Kingsview Wealth Management, LLC | 0.32% | Add +105.8% | 232,606 | $20.8M |
| Simplicity Wealth,LLC | 1.16% | Add +38.0% | 223,164 | $19.9M |
| Invesco Ltd. | 0.00% | New | 220,000 | $19.7M |
| Osborne Partners Capital Management, LLC | 0.99% | Add +1.9% | 218,243 | $19.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.32% | Add +1.1% | 217,243 | $19.4M |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 215,901 | $19.3M |
| Integrity Alliance, Llc. | 0.91% | Add +16.8% | 215,638 | $19.3M |
| BOS Asset Management, LLC | 5.44% | Add +3.1% | 215,080 | $19.2M |
| Citadel Advisors | 0.02% | Add +437.7% | 214,580 | $19.2M |
| &partners | 0.12% | Add +7.0% | 214,432 | $19.1M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -3.6% | 212,140 | $19.0M |
| Lido Advisors, LLC | 0.08% | Add +96.1% | 210,496 | $18.8M |
| NewEdge Advisors, LLC | 0.09% | Reduce -4.7% | 209,684 | $18.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 5.01% | Add +13.9% | 198,553 | $17.7M |
| AE Wealth Management LLC | 0.11% | Add +80.7% | 198,486 | $17.7M |
| Quaker Wealth Management, LLC | 5.59% | Add +10.8% | 192,460 | $17.2M |
| National Bank of Canada | 0.02% | Add +13.6% | 192,182 | $17.2M |
| Advisory Services Network, LLC | 0.25% | Reduce -2.7% | 191,983 | $17.2M |
| Centaurus Financial, Inc. | 0.79% | Reduce -0.1% | 187,747 | $16.8M |
| SlateStone Wealth, LLC | 1.45% | Add +0.8% | 187,554 | $16.8M |
| Exencial Wealth Advisors, LLC | 0.53% | Add +0.5% | 183,064 | $16.4M |
| CI Investments Inc. | 0.06% | Reduce -92.5% | 181,490 | $16.2M |
| Sharkey, Howes & Javer | 2.07% | Add +68.2% | 180,523 | $16.1M |
| Granite Bay Wealth Management, LLC | 4.11% | Add +13.5% | 176,709 | $15.8M |
| Strategic Investment Advisors / MI | 1.41% | New | 303 | $15.7M |
| Vestmark Advisory Solutions, Inc. | 0.29% | Reduce -58.2% | 171,108 | $15.3M |
| Tiaa Trust, National Association | 0.04% | Reduce -29.1% | 169,655 | $15.2M |
| Brookstone Capital Management | 0.18% | Add +0.9% | 168,961 | $15.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.8% | 168,254 | $15.0M |
| Encompass More Asset Management | 2.84% | Add +61.6% | 165,239 | $14.8M |
| Occidental Asset Management, LLC | 1.85% | Add +9.3% | 164,764 | $14.7M |
| Stansberry Asset Management, LLC | 1.52% | Reduce -24.3% | 161,036 | $14.4M |
| WJ Interests, LLC | 5.80% | New | 160,592 | $14.4M |
| Fund Evaluation Group, LLC | 0.52% | Add +30.3% | 160,500 | $14.3M |
| Cwm, LLC | 0.04% | Add +7.0% | 159,150 | $14.2M |
| Sicart Associates LLC | 3.85% | Add +1.0% | 158,979 | $14.2M |
| Avos Capital Management, LLC | 6.58% | Add +13.3% | 157,820 | $14.1M |
| Prospera Financial Services Inc | 0.24% | Reduce -2.0% | 156,243 | $14.0M |
| Evoke Wealth, LLC | 0.29% | Reduce -22.1% | 155,340 | $13.9M |
| West Family Investments, Inc. | 3.08% | No change | 122,410 | $13.8M |
| Venture Visionary Partners LLC | 0.47% | Add +16.1% | 151,483 | $13.5M |
| Greenup Street Wealth Management LLC | 2.07% | Reduce -5.7% | 150,950 | $13.5M |
| Bank of Nova Scotia | 0.02% | Add +180.5% | 150,434 | $13.4M |
| One Day In July LLC | 1.13% | Add +19.7% | 148,917 | $13.3M |
| Benjamin Edwards Inc. | 0.15% | Reduce -15.0% | 148,049 | $13.2M |
| Atria Investments, Inc | 0.15% | Reduce -4.5% | 145,898 | $13.0M |
| Dakota Wealth Management | 0.26% | Add +9.0% | 145,246 | $13.0M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +5.3% | 144,676 | $12.9M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +182.6% | 141,884 | $12.7M |
| Cultivar Capital, Inc. | 8.44% | Add +7.2% | 141,531 | $12.6M |
| Wolverine Trading, LLC | 0.25% | Add +236.2% | 140,265 | $12.6M |
| Granby Capital Management, LLC | 6.55% | No change | 138,000 | $12.3M |
| Clark Capital Management Group, Inc. | 0.08% | New | 135,621 | $12.1M |
| Clarity Financial LLC | 1.20% | Reduce -6.0% | 135,040 | $12.1M |
| Focus Partners Wealth | 0.02% | Add +89.8% | 131,405 | $11.7M |
| Horst & Graben Wealth Management LLC | 1.79% | Add +1.1% | 131,086 | $11.7M |
| Wealth Management Associates, Inc. | 4.09% | Reduce -6.9% | 128,964 | $11.5M |
| Fisher Asset Management | 0.00% | Reduce -6.8% | 128,750 | $11.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +288.4% | 129,541 | $11.4M |
| Equitable Holdings, Inc. | 0.08% | Add +5.6% | 127,406 | $11.4M |
| Persium Advisors, LLC | 8.45% | Add +8.5% | 125,903 | $11.3M |
| IFP Advisors, Inc | 0.29% | Reduce -44.3% | 125,776 | $11.2M |
| Quadrant Private Wealth Management, LLC | 2.05% | Add +7.1% | 125,686 | $11.2M |
| Penserra Capital Management LLC | 0.13% | No change | 124,714 | $11.1M |
| Perennial Investment Advisors, LLC | 0.92% | Reduce -12.0% | 124,349 | $11.1M |
| Richard W. Paul & Associates, LLC | 3.79% | Add +2.3% | 124,333 | $11.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -64.2% | 119,892 | $10.7M |
| Quinn Opportunity Partners LLC | 0.78% | Reduce -13.8% | 119,000 | $10.6M |
| Axxcess Wealth Management, LLC | 0.22% | Add +13.3% | 117,994 | $10.5M |
| Sovran Advisors, LLC | 0.93% | Add +6.7% | 115,900 | $10.5M |
| Gladstone Institutional Advisory LLC | 0.40% | Add +17.2% | 116,543 | $10.4M |
| U S Wealth Group, Llc. | 6.69% | Add +41.4% | 114,508 | $10.2M |
| Eisler Capital Management Ltd. | 0.23% | Add +3433.8% | 114,459 | $10.2M |
| ShoreHaven Wealth Partners, LLC | 3.74% | Reduce -4.1% | 113,112 | $10.1M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +7.3% | 112,383 | $10.0M |
| TD Waterhouse Canada Inc. | 0.07% | Add +69.3% | 111,991 | $10.0M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -60.2% | 111,604 | $10.0M |
| Alerus Financial NA | 0.51% | Add +4.8% | 111,333 | $9.9M |
| High Note Wealth, LLC | 2.00% | Add +4.9% | 111,290 | $9.9M |
| Credit Agricole S A | 0.03% | — | 111,198 | $9.9M |
| FPC Investment Advisory, Inc. | 5.95% | Add +0.7% | 110,980 | $9.9M |
| First National Corp. /Ma/ | 1.88% | Add +15.2% | 110,835 | $9.9M |
| Security Benefit Life Insurance Co. | 3.99% | No change | 110,000 | $9.8M |
| Nearwater Capital Markets, Ltd | 0.13% | Reduce -69.4% | 110,000 | $9.8M |
| Braun-Bostich & Associates Inc. | 6.19% | Add +5.2% | 109,863 | $9.8M |
| NorthCoast Asset Management LLC | 0.04% | New | 108,965 | $9.7M |
| Foundations Investment Advisors, LLC | 0.14% | Reduce -58.8% | 108,569 | $9.7M |
| Fifth Third Bancorp | 0.03% | Add +17.6% | 107,797 | $9.6M |
| Heartwood Wealth Advisors LLC | 0.88% | Add +1.8% | 105,321 | $9.4M |
| Klaas Financial Asset Advisors, LLC | 1.41% | Add +2.3% | 105,246 | $9.4M |
| Custos Family Office, LLC | 5.15% | Reduce -44.9% | 102,000 | $9.1M |
| Fortis Group Advisors, LLC | 1.57% | Add +69.5% | 100,765 | $9.1M |
| Paloma Partners Management Co | 4.07% | No change | 100,000 | $8.9M |
| Arlington Capital Management, Inc. | 5.58% | Reduce -10.9% | 97,816 | $8.7M |
| Heck Capital Advisors, LLC | 0.68% | Add +18.1% | 97,702 | $8.7M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -6.2% | 97,431 | $8.7M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +2.5% | 96,514 | $8.6M |
| Stephens Inc. | 0.11% | Add +2.8% | 96,222 | $8.6M |
| Basswood Capital Management, L.L.C. | 0.40% | No change | 96,154 | $8.6M |
| Bulltick Wealth Management, LLC | 2.00% | Add +33.9% | 94,901 | $8.5M |
| Castleark Management LLC | 0.24% | No change | 94,540 | $8.4M |
| Captrust Financial Advisors | 0.02% | Add +25.6% | 93,124 | $8.3M |
| Betterment LLC | 0.02% | Add +23.8% | 92,333 | $8.3M |
| Compound Planning, Inc. | 0.27% | Reduce -11.9% | 92,293 | $8.2M |
| Citizens Financial Group Inc. | 0.11% | Add +2.0% | 90,544 | $8.1M |
| Northeast Financial Group, Inc. | 2.01% | Add +7.2% | 90,217 | $8.1M |
| Park Avenue Securities LLC | 0.06% | Add +15.9% | 89,174 | $8.0M |
| DAVENPORT & Co LLC | 0.04% | Add +8.5% | 88,082 | $7.9M |
| Full Sail Capital, LLC | 0.43% | Reduce -5.9% | 87,944 | $7.9M |
| Checchi Capital Advisers, LLC | 0.53% | Reduce -0.8% | 85,700 | $7.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -7.0% | 85,524 | $7.6M |
| Sfmg, LLC | 0.53% | Reduce -21.8% | 85,163 | $7.6M |
| Sierra Ocean, LLC | 6.34% | Add +5.7% | 84,454 | $7.5M |
| Neuberger Berman Group LLC | 0.01% | Reduce -45.5% | 84,332 | $7.5M |
| Cavalier Investments, LLC | 2.98% | Add +354.3% | 82,621 | $7.4M |
| Commonwealth Financial Services, LLC | 1.26% | Add +7.0% | 82,517 | $7.4M |
| Creative Planning | 0.01% | Reduce -1.4% | 82,186 | $7.3M |
| Hilltop Holdings Inc. | 0.39% | Add +55.8% | 81,430 | $7.3M |
| Americana Partners, LLC | 0.22% | Add +54.5% | 80,862 | $7.2M |
| Interactive Financial Advisors, Inc. | 3.87% | Reduce -0.1% | 80,133 | $7.2M |
| Comerica Bank | 0.03% | Reduce -8.7% | 79,738 | $7.1M |
| Bay Rivers Group | 2.98% | Reduce -0.8% | 79,282 | $7.1M |
| Birchbrook, Inc. | 3.66% | Add +2.8% | 79,210 | $7.1M |
| Privium Fund Management (UK) Ltd | 4.38% | Reduce -86.7% | 78,200 | $7.0M |
| Prelude Capital Management, LLC | 0.55% | Reduce -2.7% | 78,068 | $7.0M |
| Sagespring Wealth Partners, LLC | 0.14% | Reduce -1.3% | 77,735 | $6.9M |
| Itau Unibanco Holding S.A. | 0.24% | Add +93.8% | 77,500 | $6.9M |
| Measured Wealth Private Client Group, LLC | 1.86% | Add +11.6% | 77,309 | $6.9M |
| Horizon Investments, LLC | 0.09% | Reduce -82.4% | 77,231 | $6.9M |
| Prevail Innovative Wealth Advisors, LLC | 1.33% | New | 76,616 | $6.8M |
| Wealthfront Advisers LLC | 0.02% | Reduce -28.2% | 76,126 | $6.8M |
| Arkadios Wealth Advisors | 0.17% | Add +33.4% | 75,954 | $6.8M |
| Smith Salley Wealth Management | 0.35% | Add +6.9% | 75,855 | $6.8M |
| IMC-Chicago, LLC | 0.12% | Reduce -59.8% | 75,752 | $6.8M |
| Franklin Resources Inc. | 0.00% | Add +38.9% | 75,717 | $6.8M |
| Canandaigua National Bank & Trust Co. | 0.59% | Reduce -7.1% | 75,174 | $6.7M |
| Fermata Advisors, LLC | 1.69% | Add +2.3% | 74,521 | $6.7M |
| Centerline Wealth Advisors, LLC | 2.88% | Add +10.2% | 73,973 | $6.6M |
| Diversify Advisory Services, LLC | 0.22% | Add +33.6% | 73,660 | $6.6M |
| Pallas Capital Advisors LLC | 0.24% | Add +6.1% | 73,957 | $6.6M |
| Rik Saylor Financial, Inc. | 4.79% | Reduce -0.8% | 73,316 | $6.6M |
| Sowell Financial Services LLC | 0.25% | Reduce -4.0% | 71,476 | $6.4M |
| Global Wealth Strategies & Associates | 1.63% | Add +4.5% | 70,748 | $6.3M |
| Kiker Wealth Management, LLC | 3.18% | Add +8.3% | 70,456 | $6.3M |
| Independent Advisor Alliance | 0.16% | Add +104.7% | 70,441 | $6.3M |
| Afg Fiduciary Services Limited Partnership | 3.64% | Add +2.9% | 70,125 | $6.3M |
| V2 Financial group LLC | 3.46% | Reduce -3.8% | 69,921 | $6.2M |
| Foster & Motley Inc. | 0.34% | Reduce -5.1% | 69,694 | $6.2M |
| PSI Advisors, LLC | 1.58% | Add +4.7% | 68,093 | $6.1M |
| LifeWealth Investments, LLC | 1.97% | Add +2.7% | 66,974 | $6.0M |
| Berkeley Capital Partners, LLC | 1.42% | Add +5.3% | 66,964 | $6.0M |
| Pinnacle Financial Partners Inc | 0.14% | Add +12.5% | 66,833 | $6.0M |
| Rothschild Investment LLC | 0.34% | Add +0.3% | 66,705 | $6.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -9.1% | 66,520 | $5.9M |
| CreativeOne Wealth, LLC | 0.15% | Add +13.4% | 66,505 | $5.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -14.0% | 65,444 | $5.8M |
| Joule Financial, LLC | 1.74% | Add +17.7% | 65,168 | $5.8M |
| CWC Advisors, LLC. | 2.82% | Add +0.8% | 64,494 | $5.8M |
| Verition Fund Management LLC | 0.03% | Reduce -77.6% | 64,447 | $5.8M |
| Amundi | 0.00% | Reduce -49.5% | 64,637 | $5.7M |
| NBT Bank, N.A. | 0.37% | Reduce -99.9% | 89 | $5.7M |
| Sharpepoint LLC | 5.11% | Add +18.4% | 63,450 | $5.7M |
| Amitell Capital Pte Ltd | 4.16% | No change | 63,000 | $5.6M |
| Tidal Investments LLC | 0.02% | Add +682.4% | 62,535 | $5.6M |
| Csenge Advisory Group | 0.26% | Add +4.0% | 61,984 | $5.5M |
| Archer Investment Management, LLC | 3.40% | Reduce -29.4% | 61,852 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | New | 61,742 | $5.5M |
| First Horizon Corp. | 0.26% | — | 61,657 | $5.5M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -77.1% | 61,448 | $5.5M |
| New York Life Investment Management LLC | 0.05% | Reduce -21.2% | 61,108 | $5.5M |
| TD Asset Management Inc | 0.00% | Reduce -0.8% | 59,873 | $5.4M |
| Kaydan Wealth Management, Inc. | 1.53% | Reduce -2.0% | 59,744 | $5.3M |
| Perseverance Asset Management International | 0.91% | New | 59,100 | $5.3M |
| Refined Wealth Management | 3.39% | Add +3.4% | 58,962 | $5.3M |
| Hixon Zuercher, LLC | 1.60% | Add +7.3% | 58,903 | $5.3M |
| LYNX Capital Group Ltd. | 2.34% | Add +0.0% | 56,411 | $5.0M |
| Banco Santander, S.A. | 0.04% | Reduce -79.2% | 55,377 | $4.9M |
| Milestones Private Investment Advisors LLC | 3.34% | Add +1.8% | 54,705 | $4.9M |
| International Private Wealth Advisors LLC | 3.07% | Add +151.6% | 54,681 | $4.9M |
| Tiller Private Wealth, Inc. | 1.72% | Reduce -10.4% | 54,023 | $4.8M |
| GLOBALT Investments LLC / GA | 0.18% | Reduce -7.5% | 53,875 | $4.8M |
| Ballew Advisors, Inc | 2.65% | Add +25.3% | 52,263 | $4.7M |
| Empowered Funds, LLC | 0.05% | Add +551.5% | 53,093 | $4.7M |
| Private Wealth Advisors, LLC | 1.78% | Reduce -7.7% | 52,893 | $4.7M |
| Triumph Capital Management | 1.27% | Add +19.3% | 52,699 | $4.7M |
| Aspect Partners, LLC | 2.14% | Add +2.6% | 52,655 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -57.6% | 52,202 | $4.7M |
| Insigneo Advisory Services, LLC | 0.33% | Add +13.5% | 52,131 | $4.7M |
| Wedbush Securities Inc. | 0.15% | Add +1.8% | 52,091 | $4.7M |
| Shelton Wealth Management, LLC | 2.13% | Add +2.7% | 51,294 | $4.6M |
| Eley Financial Management, Inc | 1.64% | Reduce -2.5% | 51,003 | $4.6M |
| Toronto Dominion Bank | 0.01% | Add +57.3% | 50,359 | $4.5M |
| Volterra Technologies LP | 2.97% | Add +246.0% | 50,154 | $4.5M |
| Davis-Rea LTD. | 1.08% | New | 50,000 | $4.5M |
| FNY Investment Advisers, LLC | 1.47% | Add +163.0% | 49,960 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +1.7% | 49,793 | $4.5M |
| Valtinson Bruner Financial Planning LLC | 1.31% | Reduce -2.5% | 49,351 | $4.4M |
| Boomfish Wealth Group, LLC | 2.35% | Add +1.9% | 48,699 | $4.4M |
| Vontobel Holding Ltd. | 0.01% | Add +15.5% | 48,659 | $4.3M |
| Virtue Capital Management, LLC | 0.69% | Add +85.8% | 29,528 | $4.3M |
| GeoWealth Management, LLC | 0.15% | Add +22.4% | 47,146 | $4.2M |
| Global Retirement Partners, LLC | 0.09% | Add +439.2% | 46,705 | $4.2M |
| Genus Capital Management Inc. | 0.48% | New | 46,627 | $4.2M |
| Natixis | 0.02% | Reduce -36.5% | 46,518 | $4.2M |
| Meridian Wealth Management, LLC | 0.16% | Add +0.5% | 46,362 | $4.1M |
| Private Client Services, LLC | 1.37% | Add +5.9% | 45,952 | $4.1M |
| Compass Wealth Management, LLC | 1.81% | Reduce -0.2% | 45,646 | $4.1M |
| 4Thought Financial Group Inc. | 2.06% | Add +51.1% | 45,488 | $4.1M |
| Sigma Planning Corp | 0.12% | Add +1.0% | 45,328 | $4.1M |
| First Trust Advisors LP | 0.00% | Reduce -42.7% | 44,847 | $4.0M |
| Watts Gwilliam & Co., LLC | 0.64% | Reduce -2.2% | 44,350 | $4.0M |
| Atlas Private Wealth Advisors | 0.96% | Reduce -31.4% | 43,999 | $3.9M |
| Beirne Wealth Consulting Services, LLC | 0.92% | Add +2.6% | 42,678 | $3.8M |
| Tortoise Investment Management, LLC | 0.34% | Reduce -7.7% | 42,683 | $3.8M |
| Transamerica Financial Advisors, LLC | 0.32% | Add +6141.9% | 42,570 | $3.8M |
| Robinson Value Management, Ltd. | 2.20% | Add +0.7% | 42,513 | $3.8M |
| CoreCap Advisors, LLC | 0.14% | Reduce -1.9% | 42,454 | $3.8M |
| Apollon Wealth Management, LLC | 0.07% | Add +4.8% | 42,361 | $3.8M |
| Man Group plc | 0.01% | Reduce -75.0% | 41,963 | $3.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -83.6% | 41,837 | $3.7M |
| Lazard Asset Management LLC | 0.01% | New | 41,231 | $3.7M |
| United Capital Financial Advisors, LLC | 0.03% | Add +18.8% | 41,146 | $3.7M |
| Scotia Capital Inc. | 0.02% | Reduce -2.6% | 41,018 | $3.7M |
| Latitude Advisors, LLC | 1.65% | Reduce -1.2% | 40,414 | $3.6M |
| Midwest Heritage Bank, FSB | 1.27% | Add +2.8% | 40,075 | $3.6M |
| WealthShield Partners, LLC | 0.41% | Add +8.4% | 40,006 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.09% | Reduce -0.5% | 40,000 | $3.6M |
| IPG Investment Advisors LLC | 0.63% | Reduce -0.3% | 39,346 | $3.5M |
| AllGen Financial Advisors, Inc. | 0.85% | New | 38,653 | $3.5M |
| SG Americas Securities, LLC | 0.01% | Add +165.7% | 38,463 | $3.4M |
| Intergy Private Wealth, LLC | 1.07% | Add +5.3% | 38,249 | $3.4M |
| Leo Wealth, LLC | 0.44% | Reduce -44.3% | 38,215 | $3.4M |
| Graham Capital Management, L.P. | 0.19% | New | 38,000 | $3.4M |
| Clay Northam Wealth Management, LLC | 1.92% | Reduce -0.3% | 37,613 | $3.4M |
| Verus Capital Partners, LLC | 0.26% | Add +1.2% | 37,418 | $3.3M |
| Coastal Bridge Advisors, LLC | 0.25% | Add +30.1% | 37,091 | $3.3M |
| Kiley Juergens Wealth Management, LLC | 0.73% | Add +0.9% | 37,007 | $3.3M |
| BCM Advisors, LLC | 0.66% | Reduce -91.0% | 35,853 | $3.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -66.1% | 36,685 | $3.3M |
| Carrera Capital Advisors | 0.59% | Add +1035.4% | 36,640 | $3.3M |
| Mechanics Bank Trust Department | 0.46% | Reduce -27.8% | 36,611 | $3.3M |
| WJ Financial Advisors LLC | 3.17% | — | 36,505 | $3.3M |
| Riggs Asset Managment Co. Inc. | 0.71% | New | 36,455 | $3.3M |
| James Investment Research, Inc. | 0.35% | Reduce -10.1% | 36,049 | $3.2M |
| Miller Financial Services LLC | 3.69% | Add +48.0% | 35,723 | $3.2M |
| Eq LLC | 1.07% | Reduce -3.4% | 35,413 | $3.2M |
| Geneos Wealth Management Inc. | 0.08% | Add +1.0% | 35,183 | $3.1M |
| HighMark Wealth Management LLC | 1.38% | Reduce -0.9% | 35,091 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -2.9% | 34,985 | $3.1M |
| Hikari Tsushin, Inc. | 0.21% | No change | 34,607 | $3.1M |
| Pilgrim Partners Asia Pte Ltd | 1.37% | — | 34,540 | $3.1M |
| Brown Wealth Management, LLC | 0.86% | Add +15.7% | 34,334 | $3.1M |
| Rakuten Securities, Inc. | 1.13% | Reduce -10.9% | 34,221 | $3.1M |
| MA Private Wealth | 0.51% | Reduce -3.7% | 34,210 | $3.1M |
| Consilio Wealth Advisors, LLC | 1.00% | Add +1.5% | 34,210 | $3.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -9.7% | 34,119 | $3.0M |
| Sims Investment Management, LLC | 1.08% | New | 33,301 | $3.0M |
| Confluence Investment Management LLC | 0.04% | Reduce -28.5% | 32,942 | $2.9M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -19.4% | 32,867 | $2.9M |
| FDx Advisors, Inc. | 0.86% | Reduce -1.7% | 31,751 | $2.9M |
| Smith & Howard Wealth Management, LLC | 0.67% | No change | 32,000 | $2.9M |
| PFG Investments, LLC | 0.15% | Add +72.4% | 31,992 | $2.9M |
| Paces Ferry Wealth Advisors, LLC | 1.19% | Add +1.6% | 31,975 | $2.9M |
| Intrua Financial, LLC | 0.33% | Add +43.3% | 31,920 | $2.9M |
| Midwest Financial Group LLC | 1.35% | Add +0.5% | 31,603 | $2.8M |
| Timber Creek Capital Management LLC | 0.68% | Reduce -2.3% | 31,418 | $2.8M |
| Vision Financial Markets LLC | 2.37% | Add +120.6% | 31,100 | $2.8M |
| Unique Wealth Strategies, LLC | 1.07% | Add +2.2% | 30,551 | $2.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.09% | Reduce -12.2% | 30,457 | $2.7M |
| RFG Advisory, LLC | 0.06% | Add +25.6% | 30,450 | $2.7M |
| Cassaday & Co Wealth Management LLC | 0.06% | Reduce -66.9% | 30,149 | $2.7M |
| Panoramic Investment Advisors, LLC | 1.51% | Add +30.8% | 29,983 | $2.7M |
| Yoder Wealth Management, Inc. | 1.26% | Add +0.4% | 29,867 | $2.7M |
| Cardinal Strategic Wealth Guidance | 0.71% | Add +3.5% | 29,721 | $2.7M |
| Heritage Wealth Management, Inc. | 1.81% | Reduce -2.8% | 29,709 | $2.7M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.63% | No change | 29,600 | $2.6M |
| Modern Wealth Management, LLC | 0.05% | Reduce -45.0% | 29,526 | $2.6M |
| Erickson Financial Group, LLC | 1.65% | Reduce -2.4% | 29,357 | $2.6M |
| CPR Investments Inc. | 1.79% | Add +14.4% | 29,039 | $2.6M |
| Signature Wealth Management Group | 1.00% | Reduce -0.2% | 28,955 | $2.6M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.38% | Add +4.0% | 28,838 | $2.6M |
| Argyle Capital Partners, LLC | 1.84% | Reduce -9.1% | 28,765 | $2.6M |
| Transcend Capital Advisors, LLC | 0.18% | Add +14.5% | 28,650 | $2.6M |
| Cadinha & Co. LLC | 0.35% | Add +0.7% | 28,576 | $2.6M |
| KM Capital Management Ltd. | 1.18% | Add +45.5% | 28,567 | $2.6M |
| St. Louis Financial Planners Asset Management, LLC | 1.64% | Add +5.5% | 28,484 | $2.5M |
| Tru Independence Asset Management 2, LLC | 1.67% | Add +0.3% | 28,430 | $2.5M |
| Waverly Advisors, LLC | 0.03% | Reduce -62.7% | 28,418 | $2.5M |
| Elevation Point Wealth Partners, LLC | 0.18% | Add +945000.0% | 28,353 | $2.5M |
| Tempus Wealth Planning, LLC | 0.58% | Add +103.2% | 28,314 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -57.4% | 27,569 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -5.5% | 27,381 | $2.4M |
| Arvest Investments, Inc. | 0.35% | Reduce -67.9% | 27,345 | $2.4M |
| HAP Trading, LLC | 0.67% | — | 27,285 | $2.4M |
| GC Wealth Management RIA, LLC | 0.08% | Reduce -2.4% | 27,084 | $2.4M |
| Creative Financial Designs Inc. | 0.16% | Reduce -43.9% | 27,048 | $2.4M |
| Independent Financial Group, LLC | 0.06% | Reduce -33.4% | 26,824 | $2.4M |
| Mutual Advisors, LLC | 0.05% | Reduce -73.3% | 25,822 | $2.4M |
| Syntax Research, Inc. | 1.51% | Add +8.4% | 26,278 | $2.3M |
| Peregrine Asset Advisers, Inc. | 0.70% | Add +95.4% | 26,204 | $2.3M |
| Arete Wealth Advisors, LLC | 0.15% | Add +32.5% | 26,099 | $2.3M |
| Titleist Asset Management, LLC | 0.20% | Add +6.5% | 26,044 | $2.3M |
| Banco BTG Pactual S.A. | 0.34% | New | 26,000 | $2.3M |
| Redwood Wealth Management Group, LLC | 0.98% | Add +35.8% | 25,863 | $2.3M |
| Hudson Bay Capital Management LP | 0.02% | Reduce -73.3% | 25,520 | $2.3M |
| Integrated Advisors Network LLC | 0.10% | Add +6.4% | 25,317 | $2.3M |
| Joseph P. Lucia & Associates, LLC | 0.85% | Reduce -0.1% | 25,115 | $2.2M |
| MAI Capital Management | 0.01% | Add +74.5% | 25,074 | $2.2M |
| Providence Capital Advisors, LLC | 0.38% | Add +3.0% | 24,845 | $2.2M |
| Illumine Investment Management, LLC | 1.57% | Add +1.2% | 24,728 | $2.2M |
| Mgo One Seven LLC | 0.05% | Add +12.5% | 24,600 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.13% | Reduce -0.7% | 24,167 | $2.2M |
| Spire Wealth Management | 0.07% | Reduce -71.3% | 24,150 | $2.2M |
| Robbins Farley | 0.89% | Add +21.7% | 23,912 | $2.1M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.86% | Reduce -49.1% | 23,851 | $2.1M |
| Yukon Wealth Management, Inc. | 0.69% | Add +0.5% | 23,442 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +15.4% | 23,234 | $2.1M |
| WealthPlan Investment Management, LLC | 0.14% | Reduce -8.1% | 23,198 | $2.1M |
| Alethea Capital Management, LLC | 1.33% | No change | 23,123 | $2.1M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +1.1% | 22,857 | $2.0M |
| Wealthspire Retirement, LLC | 0.13% | Add +17.0% | 22,832 | $2.0M |
| DRW Securities, LLC | 0.10% | New | 22,757 | $2.0M |
| Formidable Asset Management, LLC | 0.32% | Add +1.7% | 22,936 | $2.0M |
| DKM Wealth Management, Inc. | 1.62% | Reduce -40.4% | 22,562 | $2.0M |
| RPg Family Wealth Advisory, LLC | 0.44% | Add +6.7% | 22,501 | $2.0M |
| MBA Advisors LLC | 0.86% | Add +3.5% | 22,418 | $2.0M |
| McAdam, LLC | 0.10% | Add +5.3% | 22,344 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 22,319 | $2.0M |
| Lake Street Private Wealth, LLC | 0.26% | Add +2.8% | 22,233 | $2.0M |
| ODonnell Financial Services, LLC | 0.70% | Reduce -66.0% | 22,035 | $2.0M |
| Pursue Wealth Partners LLC | 1.08% | Add +10.4% | 21,926 | $2.0M |
| Clear Creek Financial Management, LLC | 0.17% | Reduce -1.7% | 21,418 | $1.9M |
| Maridea Wealth Management LLC | 0.30% | Add +146.2% | 20,831 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.7% | 21,250 | $1.9M |
| Strategic Blueprint, LLC | 0.08% | Reduce -5.1% | 21,222 | $1.9M |
| Keel Point, LLC | 0.12% | Reduce -4.9% | 20,935 | $1.9M |
| Values First Advisors, Inc. | 1.00% | Add +2.2% | 20,911 | $1.9M |
| Silverlake Wealth Management LLC | 0.46% | Reduce -15.7% | 20,904 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +30.2% | 20,869 | $1.9M |
| Trek Financial, LLC | 0.11% | Reduce -24.4% | 20,748 | $1.9M |
| Garden State Investment Advisory Services LLC | 0.47% | Reduce -5.3% | 20,719 | $1.9M |
| Christensen, King & Associates Investment Services, Inc. | 0.78% | Add +3.6% | 20,253 | $1.8M |
| Fiduciary Financial Group, LLC | 0.28% | Add +282.6% | 20,057 | $1.8M |
| 4WEALTH Advisors, Inc. | 1.64% | Add +13.3% | 19,875 | $1.8M |
| United Advisor Group, LLC | 0.24% | Add +385.1% | 19,854 | $1.8M |
| Dynamic Wealth Strategies, LLC | 1.18% | Reduce -10.8% | 19,691 | $1.8M |
| Counterweight Ventures, LLC | 1.02% | Reduce -61.5% | 19,526 | $1.7M |
| PMV Capital Advisers, LLC | 3.38% | Add +5.4% | 19,501 | $1.7M |
| Spectrum Planning & Advisory Services Inc. | 0.98% | Add +284.2% | 19,445 | $1.7M |
| Silver Oak Securities, Incorporated | 0.13% | Add +14.0% | 19,442 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +3.4% | 19,342 | $1.7M |
| Camarda Financial Advisors, LLC | 0.63% | Reduce -53.0% | 19,191 | $1.7M |
| Hoxton Planning & Management, LLC | 0.55% | Reduce -0.8% | 19,065 | $1.7M |
| Ascent Group, LLC | 0.06% | Add +29.6% | 18,419 | $1.6M |
| Spectrum Strategic Capital Management, LLC | 0.98% | Reduce -0.3% | 18,396 | $1.6M |
| Exit Wealth Advisors, LLC. | 1.08% | — | 18,144 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.12% | Reduce -36.0% | 17,690 | $1.6M |
| Shay Capital LLC | 0.29% | No change | 18,094 | $1.6M |
| Tectonic Advisors LLC | 0.09% | Reduce -0.5% | 17,961 | $1.6M |
| Crabel Capital Management, LLC | 1.43% | Reduce -39.7% | 17,891 | $1.6M |
| Empirical Asset Management, LLC | 0.44% | Add +208.6% | 17,704 | $1.6M |
| Blue Capital, Inc. | 1.17% | New | 17,617 | $1.6M |
| Boltwood Capital Management | 0.42% | Add +3.6% | 17,585 | $1.6M |
| Biondo Investment Advisors, LLC | 0.20% | Add +5.7% | 17,513 | $1.6M |
| Boyum Wealth Architects LLC | 0.96% | Add +9.3% | 17,416 | $1.6M |
| Voya Financial Advisors, Inc. | 0.15% | Add +10.9% | 17,286 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -46.5% | 17,334 | $1.5M |
| Kornitzer Capital Management Inc. | 0.03% | Add +6.3% | 17,328 | $1.5M |
| Etesian Wealth Advisors, Inc. | 0.51% | Reduce -2.5% | 17,305 | $1.5M |
| Morse Asset Management, Inc | 0.31% | Add +11.7% | 17,293 | $1.5M |
| Narus Financial Partners, LLC | 0.42% | Add +75.2% | 17,256 | $1.5M |
| Lauer Wealth, LLC | 1.11% | Reduce -35.9% | 16,670 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -98.5% | 16,847 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -1.1% | 16,798 | $1.5M |
| ORG Partners LLC | 0.28% | Reduce -58.5% | 3,259 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Add +11.6% | 16,667 | $1.5M |
| Ravenstone Capital Management Inc. | 0.73% | Add +5.3% | 16,620 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Add +144.6% | 16,483 | $1.5M |
| Goelzer Investment Management, Inc. | 0.08% | Add +4.7% | 16,406 | $1.5M |
| Wealth Alliance, LLC | 0.15% | Reduce -4.2% | 16,313 | $1.5M |
| Davies Financial Advisors, Inc. | 1.18% | Reduce -3.9% | 16,246 | $1.5M |
| Roberts Financial Services LLC | 0.47% | Add +2.0% | 16,220 | $1.4M |
| Level Four Advisory Services, LLC | 0.05% | Add +7.7% | 16,182 | $1.4M |
| Consolidated Portfolio Review Corp | 0.18% | Add +129.3% | 16,112 | $1.4M |
| Everstar Asset Management, LLC | 0.82% | Add +3.7% | 16,084 | $1.4M |
| Ocean Park Asset Management, LLC | 0.06% | Reduce -98.3% | 16,070 | $1.4M |
| Exchange Traded Concepts, LLC | 0.01% | New | 16,070 | $1.4M |
| Affinity Capital Advisors, LLC | 0.22% | Add +10.7% | 15,932 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -4.6% | 15,935 | $1.4M |
| Cantor Fitzgerald, L. P. | 0.03% | Add +38.4% | 15,911 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.39% | Reduce -2.5% | 15,854 | $1.4M |
| Western Financial Corp | 0.61% | Reduce -1.4% | 15,645 | $1.4M |
| Optimum Investment Advisors | 0.55% | No change | 15,600 | $1.4M |
| VestGen Advisors, LLC | 0.05% | New | 15,600 | $1.4M |
| PFG Advisors | 0.06% | New | 15,486 | $1.4M |
| Liberty Wealth Management LLC | 0.19% | Reduce -4.2% | 15,486 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.32% | New | 15,423 | $1.4M |
| RiverFront Investment Group, LLC | 0.02% | Add +9.6% | 15,402 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.10% | Reduce -2.0% | 15,332 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -92.3% | 15,079 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.00% | No change | 15,000 | $1.3M |
| CIBC Bancorp USA Inc. | 0.01% | — | 14,950 | $1.3M |
| Nvwm, LLC | 0.30% | No change | 14,891 | $1.3M |
| Arrow Investment Advisors, LLC | 1.46% | New | 14,845 | $1.3M |
| Becker Capital Management Inc. | 0.04% | Reduce -0.1% | 14,830 | $1.3M |
| Smart Money Group LLC | 0.39% | Reduce -45.6% | 14,828 | $1.3M |
| E&G Advisors, LLC | 0.30% | Reduce -1.1% | 14,663 | $1.3M |
| Patton Albertson Miller Group, LLC | 0.16% | Reduce -4.2% | 14,614 | $1.3M |
| Matrix Trust Co | 0.20% | No change | 14,419 | $1.3M |
| Southeast Asset Advisors, LLC | 0.14% | Add +1.1% | 14,363 | $1.3M |
| Surience Private Wealth LLC | 1.21% | New | 14,265 | $1.3M |
| American Alpha Advisors, LLC | 0.92% | Add +11.0% | 14,200 | $1.3M |
| GDS Wealth Management | 0.08% | Reduce -4.6% | 14,149 | $1.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.30% | Reduce -11.8% | 13,948 | $1.2M |
| VestGen Investment Management | 0.74% | New | 13,807 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +376.5% | 13,767 | $1.2M |
| Advyzon Investment Management, LLC | 0.21% | Add +19.5% | 13,660 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +49.1% | 13,322 | $1.2M |
| Sunbelt Securities, Inc. | 0.08% | Add +6.4% | 13,321 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +13.4% | 13,243 | $1.2M |
| Vise Technologies, Inc. | 0.04% | Reduce -1.5% | 13,196 | $1.2M |
| Emergent Wealth Advisors, LLC | 0.68% | Add +21.7% | 13,157 | $1.2M |
| Summit Financial Consulting LLC | 0.92% | Reduce -0.4% | 12,950 | $1.2M |
| Keybank National Association | 0.00% | Add +19.0% | 12,935 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Reduce -11.7% | 12,542 | $1.1M |
| TFB Advisors LLC | 0.33% | New | 12,312 | $1.1M |
| Valtrion Capital Management, LLC | 1.20% | Reduce -0.6% | 12,467 | $1.1M |
| Alteri Wealth LLC | 0.38% | Add +10.9% | 12,335 | $1.1M |
| Blueprint Investment Partners LLC | 0.15% | New | 12,300 | $1.1M |
| Claro Advisors Inc. | 0.16% | Add +25.3% | 12,263 | $1.1M |
| Capital Square, LLC | 0.56% | Reduce -18.4% | 12,234 | $1.1M |
| Blueprint Financial Advisors LLC | 0.24% | New | 12,219 | $1.1M |
| Ehrlich Financial Group | 0.64% | Add +2.9% | 12,123 | $1.1M |
| Continuum Advisory, LLC | 0.11% | Reduce -6.6% | 12,057 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -8.3% | 12,056 | $1.1M |
| American Assets Investment Management, LLC | 0.08% | Reduce -17.2% | 12,000 | $1.1M |
| DecisionMap Wealth Management, LLC | 0.69% | Add +9.4% | 11,990 | $1.1M |
| Paragon Capital Management Inc. | 0.80% | Add +7.1% | 11,944 | $1.1M |
| Burford Brothers, Inc. | 0.45% | Add +21.8% | 11,850 | $1.1M |
| Omega Financial Group, LLC | 0.35% | Reduce -1.0% | 11,807 | $1.1M |
| Blair William & Co. | 0.00% | Add +6.6% | 11,801 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | New | 11,781 | $1.1M |
| Professional Financial Advisors, LLC | 0.22% | Add +145.0% | 11,725 | $1.0M |
| Tritonpoint Wealth, LLC | 0.09% | Add +3.0% | 11,680 | $1.0M |
| Ascentis Independent Advisors | 0.17% | Add +18.4% | 11,599 | $1.0M |
| Walleye Trading LLC | 0.02% | New | 11,514 | $1.0M |
| Wealthgarden F.S. LLC | 0.73% | Reduce -32.0% | 11,228 | $1.0M |
| Summit Securities Group LLC | 0.34% | Add +1816.7% | 11,500 | $1.0M |
| United Asset Strategies, Inc. | 0.08% | Reduce -0.2% | 11,332 | $1.0M |
| Mach-1 Financial Group, LLC | 0.16% | New | 11,311 | $1.0M |
| Integrity Advisory Solutions, LLC | 0.16% | — | 11,311 | $1.0M |
| FMR LLC | 0.00% | Reduce -99.8% | 11,301 | $1.0M |
| Chesley Taft & Associates LLC | 0.04% | New | 11,287 | $1.0M |
| Brookwood Investment Group LLC | 0.13% | Reduce -82.0% | 11,261 | $1.0M |
| Causey Wealth LLC | 0.49% | Add +109.1% | 11,195 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -21.0% | 11,091 | $991K |
| Cresta Advisors, Ltd. | 0.44% | Reduce -4.3% | 11,085 | $991K |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -14.3% | 11,007 | $984K |
| Helium Advisors LLC | 0.82% | Add +13.5% | 10,996 | $983K |
| Brown Advisory Inc. | 0.00% | Reduce -13.7% | 10,962 | $980K |
| Guardian Partners Inc. | 0.08% | Add +82.5% | 10,950 | $978K |
| Moors & Cabot, Inc. | 0.04% | Add +1.8% | 10,880 | $972K |
| Clear Investment Research, LLC | 1.30% | Reduce -2.1% | 10,841 | $969K |
| Caldwell Sutter Capital, Inc. | 0.41% | Add +14.6% | 10,818 | $967K |
| Ibex Wealth Advisors | 0.09% | Reduce -5.7% | 10,737 | $960K |
| Capital Investment Counsel, Inc | 0.12% | No change | 10,695 | $956K |
| Able Wealth Management LLC | 0.36% | Add +21.6% | 10,686 | $955K |
| Ameritas Advisory Services, LLC | 0.06% | Add +1.4% | 10,616 | $949K |
| NewEdge Wealth, LLC | 0.01% | Add +0.2% | 10,644 | $947K |
| Arrowroot Family Office, LLC | 0.37% | Reduce -3.6% | 10,443 | $933K |
| LMR Partners LLP | 0.02% | Reduce -80.6% | 10,367 | $926K |
| Polymer Capital Management (HK) LTD | 0.13% | No change | 10,294 | $920K |
| Ausdal Financial Partners, Inc. | 0.04% | New | 10,226 | $914K |
| Financial Advocates Investment Management | 0.51% | Reduce -78.3% | 10,091 | $902K |
| Capstone Wealth Management Group, LLC | 0.38% | Add +0.6% | 10,035 | $897K |
| Picton Mahoney Asset Management | 0.01% | No change | 10,000 | $894K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -8.5% | 10,002 | $894K |
| Innova Wealth Partners | 0.48% | New | 9,998 | $894K |
| Fifth Third Securities, Inc. | 0.06% | Add +1.1% | 9,889 | $884K |
| Victory Financial Group, LLC | 0.12% | Add +95.6% | 9,280 | $879K |
| Savvy Advisors, Inc. | 0.04% | Reduce -12.1% | 9,805 | $876K |
| Pathstone Holdings, LLC | 0.00% | Add +50.8% | 20,884 | $863K |
| Hollencrest Capital Management | 0.03% | Reduce -30.3% | 9,588 | $857K |
| National Philanthropic Trust | 0.01% | Reduce -29.0% | 9,534 | $852K |
| Leisure Capital Management | 0.29% | Reduce -2.8% | 9,388 | $839K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +1.8% | 9,331 | $833K |
| Regal Investment Advisors LLC | 0.05% | Reduce -28.4% | 9,229 | $825K |
| Rooted Wealth Advisors, Inc. | 0.25% | Add +11.5% | 9,190 | $821K |
| Sun Life Financial Inc. | 0.04% | Reduce -84.1% | 9,150 | $818K |
| Petra Financial Advisors Inc. | 0.47% | Reduce -0.7% | 9,106 | $814K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +16.4% | 9,066 | $810K |
| True North Advisors, LLC | 0.13% | New | 9,057 | $809K |
| FSB Premier Wealth Management, Inc. | 0.27% | Add +11.0% | 9,047 | $809K |
| Lantern Wealth Advisors, LLC | 0.42% | Add +0.8% | 9,042 | $808K |
| Investment House LLC | 0.04% | Reduce -83.2% | 8,832 | $789K |
| Catalyst Private Wealth, LLC | 0.35% | Reduce -47.9% | 8,807 | $787K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.52% | Add +36.9% | 8,824 | $785K |
| Security Financial Services, INC. | 0.13% | Reduce -2.3% | 8,764 | $783K |
| Fairfield, Bush & Co. | 0.40% | New | 8,718 | $779K |
| Sage Advisory Services, Ltd.Co. | 0.41% | Reduce -23.2% | 8,704 | $778K |
| Commerce Bank | 0.00% | No change | 8,612 | $770K |
| ONE Advisory Partners, LLC | 0.23% | Add +51.7% | 8,336 | $755K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.26% | No change | 8,370 | $748K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +105.3% | 8,263 | $738K |
| Summit Wealth Group, LLC | 0.18% | Reduce -0.8% | 8,259 | $738K |
| Keebeck Wealth Management | 0.09% | Reduce -12.3% | 8,229 | $735K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.45% | No change | 8,218 | $734K |
| Choate Investment Advisors | 0.02% | Add +1487.7% | 8,145 | $728K |
| Tactive Advisors, LLC | 0.21% | Reduce -81.4% | 8,139 | $727K |
| Headinvest, LLC | 0.15% | Reduce -24.0% | 8,102 | $724K |
| Islay Capital Management, LLC | 0.42% | Reduce -0.4% | 8,067 | $721K |
| Focus Financial Network, Inc. | 0.03% | Reduce -19.3% | 7,976 | $713K |
| Hobbs Group Advisors, LLC | 0.22% | Reduce -41.0% | 7,885 | $705K |
| Shared Vision Wealth Group LLC | 0.30% | Reduce -17.8% | 7,602 | $700K |
| Mma Asset Management LLC | 0.23% | Reduce -48.9% | 7,813 | $698K |
| Bokf, NA | 0.01% | Reduce -6.3% | 7,804 | $697K |
| Detalus Advisors, LLC | 0.18% | Reduce -8.8% | 7,755 | $693K |
| One Wealth Advisors, LLC | 0.09% | Reduce -0.9% | 7,749 | $693K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -14.7% | 7,656 | $684K |
| Avid Wealth Partners LLC | 0.34% | Reduce -3.9% | 7,613 | $680K |
| Invictus Private Wealth, LLC | 0.04% | Reduce -3.0% | 7,610 | $680K |
| Portside Wealth Group, LLC | 0.09% | New | 7,546 | $674K |
| Arkos Global Advisors | 0.09% | Reduce -13.3% | 7,542 | $674K |
| Alamea Verwaltungs GmbH | 0.46% | No change | 7,500 | $670K |
| Slagle Financial, LLC | 0.24% | No change | 7,425 | $664K |
| Integrated Investment Consultants, LLC | 0.11% | Reduce -13.7% | 7,424 | $663K |
| Savior LLC | 2.93% | Add +125.7% | 7,368 | $658K |
| J2 Capital Management Inc | 0.49% | New | 7,346 | $657K |
| Westshore Wealth, LLC | 0.22% | Reduce -53.7% | 7,346 | $657K |
| Main Street Financial Solutions, LLC | 0.04% | Add +187.9% | 7,342 | $656K |
| Briaud Financial Planning Inc | 0.21% | Add +0.0% | 7,313 | $654K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -6.6% | 7,308 | $653K |
| Nwam LLC | 0.04% | Add +1.0% | 7,146 | $653K |
| Summit Global Investments | 0.04% | Reduce -21.5% | 7,296 | $652K |
| Second Half Financial Partners, LLC | 0.29% | Add +42.9% | 7,268 | $650K |
| Realta Investment Advisors | 0.21% | Add +93.2% | 7,177 | $641K |
| Aurelius Family Office LLC | 0.28% | Reduce -3.4% | 7,052 | $630K |
| Midwest Trust Co | 0.01% | Reduce -3.3% | 7,045 | $630K |
| Carr Financial Group Corp | 0.17% | New | 7,000 | $626K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 6,971 | $623K |
| Keystone Financial Group | 0.05% | Reduce -7.9% | 6,948 | $621K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -12.8% | 6,895 | $616K |
| Core Wealth Partners LLC | 0.28% | Add +18.0% | 6,886 | $615K |
| D.B. Root & Company, LLC | 0.16% | No change | 6,877 | $615K |
| Westside Investment Management, Inc. | 0.10% | Add +2.3% | 6,830 | $610K |
| Boothbay Fund Management, LLC | 0.02% | Add +6.2% | 6,810 | $609K |
| Delos Wealth Advisors, LLC | 0.41% | Add +327.1% | 6,795 | $607K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | New | 6,784 | $606K |
| Maia Wealth LLC | 0.10% | Reduce -0.8% | 6,757 | $605K |
| Plancorp, LLC | 0.02% | New | 6,638 | $593K |
| MY Wealth Management Inc. | 0.52% | Reduce -3.6% | 6,636 | $593K |
| Westfuller Advisors, LLC | 0.27% | Add +1.5% | 6,634 | $593K |
| Capital Advisors Wealth Management, LLC | 0.08% | Reduce -9.3% | 6,632 | $593K |
| First Interstate Bank | 0.03% | Reduce -13.2% | 6,623 | $592K |
| Triad Wealth Partners, LLC | 0.08% | Add +49.6% | 6,614 | $591K |
| Lewis Asset Management, LLC | 0.24% | Reduce -0.3% | 6,612 | $591K |
| Dentgroup LLC | 0.38% | Reduce -20.5% | 6,608 | $591K |
| Biltmore Family Office, LLC | 0.08% | No change | 6,593 | $589K |
| Greenwich Wealth Management LLC | 0.03% | Reduce -52.0% | 6,567 | $587K |
| Forefront Wealth Partners, LLC | 0.15% | New | 6,464 | $578K |
| Estate Counselors, LLC | 0.05% | No change | 6,440 | $576K |
| Buck Wealth Strategies, LLC | 0.08% | Reduce -1.7% | 6,388 | $571K |
| Keystone Financial Services | 0.18% | Reduce -4.8% | 6,351 | $568K |
| Elevated Capital Advisors, LLC | 0.14% | No change | 6,323 | $565K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -91.3% | 6,320 | $565K |
| Life Line Wealth Management LLC | 0.17% | Add +1.8% | 6,309 | $564K |
| Accretive Wealth Partners, LLC | 0.17% | Reduce -1.6% | 6,264 | $560K |
| LCNB Corp. | 0.20% | Reduce -25.6% | 6,250 | $559K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -84.4% | 6,209 | $555K |
| Personal Cfo Solutions, LLC | 0.10% | New | 6,199 | $554K |
| Capula Management Ltd | 0.00% | Reduce -94.9% | 6,181 | $552K |
| Schroder Investment Management Group | 0.00% | Reduce -94.6% | 6,100 | $547K |
| Roman Butler Fullerton & Co. | 0.15% | Add +149.7% | 5,983 | $545K |
| North Forty Two & Co. | 0.53% | Reduce -3.2% | 6,092 | $544K |
| MMBG Investment Advisors Co. | 0.05% | No change | 6,086 | $544K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -40.7% | 6,068 | $542K |
| Core Wealth Advisors, Inc. | 0.14% | Add +37.5% | 6,038 | $540K |
| Nkcfo LLC | 0.16% | No change | 6,000 | $536K |
| GWN Securities Inc. | 0.12% | Add +2.1% | 5,947 | $532K |
| Gotham Asset Management | 0.00% | Reduce -78.0% | 5,867 | $524K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 5,819 | $520K |
| Dorsey Wright & Associates | 0.12% | New | 5,810 | $519K |
| Summit Financial Wealth Advisors, LLC | 0.08% | Add +11.1% | 5,808 | $519K |
| Simon Quick Advisors, LLC | 0.02% | No change | 5,794 | $518K |
| Florida Financial Advisors, LLC | 0.16% | Reduce -43.7% | 5,783 | $517K |
| Fort Point Capital Partners LLC | 0.07% | Reduce -5.2% | 5,777 | $516K |
| Ieq Capital, LLC | 0.00% | New | 5,771 | $516K |
| JT Stratford LLC | 0.07% | Reduce -58.9% | 5,723 | $511K |
| Harbour Investments, Inc. | 0.01% | Reduce -89.1% | 5,704 | $510K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.2% | 5,692 | $510K |
| Austin Private Wealth, LLC | 0.04% | Reduce -28.2% | 5,688 | $508K |
| GK Wealth Management LLC | 0.37% | Add +105.4% | 5,623 | $503K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -93.0% | 5,623 | $503K |
| Independent Wealth Network Inc. | 0.16% | New | 5,583 | $499K |
| Impact Investors, Inc | 0.33% | No change | 5,564 | $497K |
| Optima Capital LLC | 0.24% | Add +3.8% | 5,551 | $496K |
| American Asset Management Inc. | 0.44% | Add +21.1% | 5,523 | $494K |
| First Citizens Bank & Trust Co. | 0.01% | Add +73.7% | 5,521 | $493K |
| Crowley Wealth Management, Inc. | 0.39% | New | 5,500 | $492K |
| Hancock Whitney Corp. | 0.01% | Reduce -62.8% | 5,490 | $491K |
| K.J. Harrison & Partners Inc | 0.07% | Reduce -78.5% | 5,470 | $490K |
| IFG Advisory, LLC | 0.02% | Reduce -4.1% | 5,475 | $489K |
| LGT Financial Advisors LLC | 1.05% | Reduce -50.3% | 5,446 | $487K |
| Fiduciary Alliance LLC | 0.03% | Add +14.5% | 5,440 | $486K |
| First Commonwealth Financial Corp | 0.08% | New | 5,411 | $484K |
| Global View Capital Management LLC | 0.10% | Add +13.7% | 5,377 | $481K |
| Centiva Capital, LP | 0.04% | New | 5,355 | $479K |
| Moneco Advisors, LLC | 0.04% | Reduce -65.1% | 5,295 | $473K |
| Sloy Dahl & Holst, LLC | 0.05% | No change | 5,250 | $469K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -19.5% | 5,212 | $466K |
| Fort Sheridan Advisors LLC | 0.06% | No change | 5,200 | $465K |
| Wilkins Miller Wealth Management, LLC | 0.29% | Add +3.2% | 5,167 | $462K |
| University of Illinois Foundation | 0.16% | Reduce -91.4% | 5,161 | $461K |
| Concorde Asset Management, LLC | 0.19% | — | 5,113 | $458K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +15.5% | 5,124 | $458K |
| West Michigan Advisors, LLC | 0.11% | New | 5,105 | $456K |
| Meridian Wealth Advisors, LLC | 0.06% | Add +6.2% | 5,089 | $455K |
| Annex Advisory Services, LLC | 0.01% | Reduce -40.0% | 5,077 | $454K |
| Tillman Hartley LLC | 0.12% | New | 5,000 | $447K |
| Diversify Wealth Management, LLC | 0.03% | New | 4,954 | $445K |
| Visionary Wealth Advisors | 0.02% | Add +3.9% | 4,961 | $443K |
| Howard Bailey Securities, LLC | 0.13% | Reduce -0.4% | 4,954 | $443K |
| Saxon Interests, Inc. | 0.17% | Reduce -0.2% | 5,091 | $441K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -19.4% | 4,925 | $440K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -2.1% | 4,877 | $436K |
| RAM Investment Partners, LLC | 0.08% | Add +2.1% | 4,816 | $430K |
| Websterrogers Financial Advisors, LLC | 0.13% | New | 4,768 | $426K |
| Coastwise Capital Group, LLC | 0.30% | Add +0.9% | 4,742 | $424K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -1.1% | 4,738 | $423K |
| Advisory Alpha, LLC | 0.01% | Add +0.2% | 4,710 | $422K |
| Balefire, LLC | 0.08% | New | 4,717 | $422K |
| WNY Asset Management, LLC | 0.04% | Reduce -25.6% | 4,698 | $420K |
| Berger Financial Group, Inc | 0.03% | Reduce -13.0% | 4,679 | $418K |
| Synovus Financial Corp. | 0.00% | Add +13.9% | 4,664 | $417K |
| 5T Wealth, LLC | 0.18% | Reduce -4.4% | 4,639 | $415K |
| Stonebridge Financial Group, LLC | 0.04% | Reduce -30.7% | 4,631 | $414K |
| HCR Wealth Advisors | 0.04% | Reduce -4.2% | 4,604 | $412K |
| National Wealth Management Group, LLC | 0.15% | Add +4.0% | 4,589 | $410K |
| Kestra Investment Management, LLC | 0.01% | Add +6.6% | 4,558 | $407K |
| JFS Wealth Advisors, LLC | 0.02% | Add +139.5% | 4,533 | $405K |
| Wolverine Asset Management LLC | 0.03% | Reduce -24.9% | 4,532 | $405K |
| Werba Rubin Papier Wealth Management | 0.07% | Add +92.3% | 4,532 | $405K |
| Regions Financial Corp. | 0.00% | Reduce -2.7% | 4,518 | $404K |
| Stableford Capital II LLC | 0.15% | New | 4,511 | $403K |
| Pinnacle Investment Management Ltd | 1.39% | No change | 4,500 | $402K |
| Running Point Capital Advisors, LLC | 0.11% | Add +4.3% | 4,491 | $401K |
| Wedgewood Investors Inc. | 0.43% | Reduce -5.2% | 4,372 | $391K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | Reduce -62.2% | 4,370 | $391K |
| Money Concepts Capital Corp. | 0.02% | Add +23.0% | 4,319 | $386K |
| Maripau Wealth Management LLC | 0.19% | Reduce -6.7% | 4,302 | $384K |
| BCS Private Wealth Management, Inc. | 0.14% | No change | 4,275 | $382K |
| Eagle Global Advisors LLC | 0.01% | Add +3.1% | 4,168 | $372K |
| UMB Bank, n.a. | 0.01% | Add +8.7% | 4,128 | $369K |
| Advus Financial Partners, LLC | 0.09% | Reduce -69.7% | 4,095 | $366K |
| WMG Financial Advisors, LLC | 0.12% | Reduce -13.1% | 4,085 | $365K |
| CX Institutional | 0.01% | Reduce -43.8% | 4,083 | $365K |
| Luminist Capital LLC | 0.32% | Reduce -91.5% | 4,085 | $365K |
| Strategic Investment Solutions, Inc. | 0.09% | Reduce -43.2% | 4,014 | $359K |
| Gilman Hill Asset Management, LLC | 0.06% | Reduce -33.3% | 4,000 | $357K |
| X-Square Capital, LLC | 0.11% | Add +33.3% | 4,000 | $357K |
| Howe & Rusling Inc. | 0.02% | No change | 3,973 | $355K |
| Tucker Asset Management LLC | 0.11% | Add +58.5% | 3,928 | $351K |
| Vanguard Capital Wealth Advisors | 0.28% | New | 3,886 | $347K |
| Capital Investment Advisors, LLC | 0.01% | New | 3,858 | $345K |
| Great Hill Capital LLC | 0.28% | — | 3,848 | $344K |
| Weaver Consulting Group | 0.09% | Reduce -26.8% | 3,811 | $341K |
| Chicago Capital, LLC | 0.01% | No change | 3,800 | $340K |
| Alta Wealth Advisors LLC | 0.12% | Reduce -33.0% | 3,795 | $339K |
| Private Trust Co. NA | 0.03% | Reduce -5.3% | 3,788 | $339K |
| Choreo, LLC | 0.00% | Add +10.5% | 3,787 | $338K |
| Ranch Capital Advisors Inc. | 0.13% | Add +0.8% | 3,764 | $336K |
| Lansing Street Advisors | 0.09% | Reduce -44.3% | 3,725 | $333K |
| Rathbones Group PLC | 0.00% | Add +44.8% | 3,720 | $332K |
| SteelPeak Wealth, LLC | 0.01% | Add +3.3% | 3,705 | $331K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -11.9% | 3,705 | $331K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 3,700 | $331K |
| Kelly Financial Services LLC | 0.08% | Reduce -15.6% | 3,650 | $326K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +27.4% | 3,637 | $325K |
| Watershed Private Wealth LLC | 0.10% | Reduce -3.4% | 3,632 | $325K |
| Friedenthal Financial | 0.17% | Reduce -0.5% | 3,616 | $323K |
| SimpliFi, Inc. | 0.14% | New | 3,612 | $323K |
| Sunpointe, LLC | 0.12% | Add +15.3% | 3,599 | $322K |
| BBR Partners, LLC | 0.02% | New | 3,597 | $321K |
| Coordinated Financial Services, Inc. | 0.21% | Reduce -1.3% | 3,595 | $321K |
| StoneX Group Inc. | 0.01% | Reduce -52.5% | 3,591 | $321K |
| Pinnacle Bancorp, Inc. | 0.09% | Reduce -17.5% | 3,565 | $319K |
| Axim Planning & Wealth | 0.25% | New | 3,563 | $318K |
| Balboa Wealth Partners | 0.05% | Add +10.4% | 3,552 | $317K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +49.6% | 3,549 | $317K |
| Mather Group, Llc. | 0.00% | Add +3.4% | 3,538 | $316K |
| Cannell & Spears LLC | 0.01% | No change | 3,510 | $314K |
| Stokes Family Office, LLC | 0.03% | Reduce -6.3% | 3,506 | $313K |
| Valmark Advisers, Inc. | 0.00% | Reduce -1.1% | 3,506 | $313K |
| Cardiff Park Advisors, LLC | 0.02% | Add +32.6% | 3,491 | $312K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -8.4% | 3,490 | $312K |
| Fortress Private Ledger, LLC | 0.11% | Add +1.2% | 3,467 | $310K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,463 | $310K |
| AQR Capital Management | 0.00% | Add +37.8% | 3,401 | $304K |
| BCGM Wealth Management, LLC | 0.08% | Reduce -35.1% | 3,396 | $304K |
| Cadent Capital Advisors, LLC | 0.08% | Reduce -97.7% | 3,356 | $300K |
| Navis Wealth Advisors, LLC | 0.22% | Reduce -37.4% | 3,346 | $299K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +33.4% | 3,335 | $298K |
| Investment Planning Advisors, Inc. | 0.09% | New | 3,334 | $298K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -74.0% | 3,312 | $296K |
| Rothschild Capital Partners, LLC | 0.07% | Add +21.6% | 3,293 | $294K |
| Embree Financial Group | 0.04% | New | 3,261 | $291K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -69.2% | 3,254 | $291K |
| BAM Wealth Management, LLC | 0.22% | — | 3,234 | $289K |
| Kovack Advisors, Inc. | 0.03% | Reduce -10.0% | 3,226 | $288K |
| HB Wealth Management, LLC | 0.00% | Reduce -33.8% | 3,223 | $288K |
| Smith, Moore & Co. | 0.02% | Reduce -3.0% | 3,206 | $287K |
| Partners Wealth Management, LLC | 0.28% | Add +1.4% | 3,204 | $286K |
| Banque Cantonale Vaudoise | 0.01% | Add +3.1% | 3,205 | $286K |
| Cedar Wealth Management, LLC | 0.09% | Add +0.1% | 3,195 | $286K |
| Saxony Capital Management, LLC | 0.19% | Reduce -4.6% | 3,181 | $284K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -7.9% | 3,162 | $283K |
| Beacon Financial Group | 0.03% | Reduce -31.5% | 3,150 | $282K |
| SPC Financial, Inc. | 0.02% | Add +1.6% | 3,130 | $280K |
| Fonville Wealth Management LLC | 0.06% | Reduce -48.1% | 3,123 | $279K |
| Cox Capital Mgt LLC | 0.18% | Add +13.6% | 3,122 | $279K |
| Cooper Financial Group | 0.03% | Reduce -11.3% | 3,111 | $278K |
| Sequent Planning LLC | 0.08% | Add +1.0% | 3,101 | $277K |
| Prostatis Group LLC | 0.07% | Reduce -2.5% | 3,098 | $277K |
| Crew Capital Management, Ltd | 0.18% | Reduce -5.4% | 3,080 | $275K |
| Fullcircle Wealth LLC | 0.10% | Reduce -1.1% | 3,055 | $275K |
| Acorn Wealth Advisors, LLC | 0.09% | New | 3,066 | $274K |
| Mascagni Wealth Management, Inc. | 0.21% | Reduce -29.2% | 3,048 | $272K |
| Intellectus Partners, LLC | 0.05% | Reduce -24.6% | 3,044 | $272K |
| Cloud Capital Management, LLC | 0.14% | Add +0.7% | 3,045 | $272K |
| RIA Advisory Group LLC | 0.07% | Reduce -7.2% | 3,039 | $272K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.4% | 3,032 | $271K |
| Legacy Private Trust Co. | 0.02% | New | 3,025 | $270K |
| World Investment Advisors | 0.01% | Add +0.2% | 3,018 | $270K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -29.1% | 3,014 | $269K |
| Chung Wu Investment Group, LLC | 0.22% | New | 3,000 | $268K |
| SkyOak Wealth, LLC | 0.05% | No change | 3,000 | $268K |
| King Wealth Management Group | 0.03% | Reduce -0.1% | 2,994 | $268K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -24.3% | 2,967 | $265K |
| Gries Financial LLC | 0.04% | Reduce -34.2% | 2,955 | $264K |
| Compass Ion Advisors, LLC | 0.03% | No change | 2,950 | $264K |
| AssuredPartners Investment Advisors, LLC | 0.06% | New | 2,950 | $264K |
| Two Sigma Securities, LLC | 0.04% | New | 2,941 | $263K |
| Empower Advisory Group, LLC | 0.00% | New | 2,929 | $262K |
| Busey Bank | 0.01% | New | 2,924 | $261K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +587.3% | 2,921 | $261K |
| Oak Family Advisors, LLC | 0.08% | New | 2,918 | $261K |
| Magnus Financial Group LLC | 0.02% | Reduce -19.1% | 2,909 | $260K |
| Mendel Capital Management LLC | 0.14% | Add +0.4% | 2,903 | $259K |
| SpringVest Wealth Management LLC | 0.19% | Reduce -16.2% | 2,900 | $259K |
| Strategy Asset Managers LLC | 0.05% | New | 2,896 | $259K |
| Ethos Financial Group, LLC | 0.02% | Reduce -28.9% | 2,877 | $257K |
| High Falls Advisors, Inc | 0.05% | Reduce -14.4% | 2,876 | $257K |
| TSA Wealth Managment LLC | 0.09% | Reduce -26.4% | 2,866 | $256K |
| Oxbow Advisors, LLC | 0.02% | No change | 2,860 | $256K |
| Gateway Wealth Partners, LLC | 0.03% | Add +0.1% | 2,845 | $254K |
| Certuity, LLC | 0.02% | Add +6.5% | 2,843 | $254K |
| Western Wealth Management, LLC | 0.01% | Reduce -1.8% | 2,826 | $253K |
| Hudock, Inc. | 0.04% | New | 2,820 | $252K |
| Modera Wealth Management, LLC | 0.00% | Reduce -22.6% | 2,804 | $251K |
| Avior Wealth Management, LLC | 0.01% | Reduce -17.2% | 2,768 | $247K |
| Whittier Trust Co. | 0.00% | No change | 2,732 | $244K |
| Unique Wealth, LLC | 0.04% | New | 2,719 | $243K |
| Navigation Wealth Management, Inc. | 0.36% | Reduce -95.3% | 2,710 | $242K |
| Visionary Horizons, LLC | 0.13% | Add +1.9% | 2,679 | $239K |
| FSC Wealth Advisors, LLC | 0.14% | Add +15.3% | 2,669 | $239K |
| Meridian Financial Partners LLC | 0.10% | Reduce -40.3% | 2,661 | $237K |
| RDA Financial Network | 0.06% | New | 2,646 | $236K |
| Rice Partnership, LLC | 0.03% | Add +8.6% | 2,620 | $234K |
| Hazlett, Burt & Watson, Inc. | 0.08% | No change | 2,608 | $233K |
| Canandaigua National Trust Co of Florida | 0.18% | No change | 2,600 | $232K |
| CPC Advisors, LLC | 0.02% | No change | 2,591 | $232K |
| Main Street Group, LTD | 0.07% | Add +4.0% | 2,587 | $231K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -2.4% | 2,577 | $230K |
| NFSG Corp | 0.03% | Reduce -54.7% | 2,568 | $230K |
| Darwin Wealth Management, LLC | 0.07% | Add +127900.0% | 2,560 | $229K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -59.3% | 2,546 | $228K |
| Firethorn Wealth Partners, LLC | 0.09% | Reduce -14.3% | 2,540 | $227K |
| Centric Wealth Management | 0.05% | Reduce -4.3% | 2,508 | $226K |
| Tiemann Investment Advisors, LLC | 0.09% | No change | 2,525 | $226K |
| Avaii Wealth Management, LLC | 0.09% | Add +0.1% | 2,519 | $225K |
| Element Wealth, LLC | 0.10% | Add +0.2% | 2,503 | $224K |
| Dearborn Partners LLC | 0.01% | No change | 2,500 | $223K |
| Douglass Winthrop Advisors, LLC | 0.00% | New | 2,500 | $223K |
| Murphy & Mullick Capital Management Corp | 0.17% | Reduce -7.2% | 2,470 | $223K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 2,484 | $222K |
| Shelton Capital Management | 0.00% | No change | 2,470 | $221K |
| Caitlin John, LLC | 0.15% | New | 2,466 | $220K |
| Frontier Asset Management, LLC | 0.05% | Reduce -16.9% | 2,457 | $220K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Reduce -27.9% | 2,450 | $219K |
| Tandem Financial, LLC | 0.08% | Reduce -5.3% | 2,429 | $217K |
| Swan Global Investments, LLC | 0.01% | Reduce -27.3% | 2,400 | $214K |
| iA Global Asset Management Inc. | 0.00% | Add +78.1% | 2,397 | $214K |
| SGL Investment Advisors, Inc. | 0.09% | New | 2,381 | $214K |
| BayBridge Capital Group, LLC | 0.14% | Reduce -67.9% | 2,390 | $214K |
| Invested Advisors | 0.31% | — | 2,481 | $213K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -14.5% | 2,361 | $211K |
| Huntleigh Advisors, Inc. | 0.04% | Add +2.1% | 2,361 | $211K |
| Invst, LLC | 0.02% | New | 2,353 | $210K |
| Patten & Patten Inc. | 0.01% | Reduce -47.0% | 2,342 | $209K |
| Quartz Partners, LLC | 0.08% | New | 2,339 | $209K |
| Rovin Capital /Ut/ | 0.06% | Reduce -89.2% | 2,342 | $209K |
| Wesbanco Bank Inc. | 0.01% | Reduce -88.6% | 2,336 | $209K |
| TruWealth Advisors, LLC | 0.01% | Reduce -47.1% | 2,332 | $208K |
| Verdence Capital Advisors LLC | 0.01% | New | 2,270 | $208K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 2,323 | $208K |
| Accurate Wealth Management, LLC | 0.03% | New | 2,277 | $207K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -3.2% | 2,290 | $205K |
| Beacon Financial Advisory LLC | 0.05% | New | 2,284 | $204K |
| Vantage Financial Partners, LLC | 0.04% | Reduce -19.5% | 2,282 | $204K |
| Ipsen Advisor Group LLC | 0.15% | Reduce -5.7% | 2,279 | $204K |
| Jump Financial, LLC | 0.00% | New | 2,279 | $204K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 2,275 | $203K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 2,272 | $203K |
| Marshall Financial Group, LLC | 0.04% | Reduce -7.5% | 2,261 | $202K |
| Kickstand Ventures, Llc. | 0.04% | Reduce -12.4% | 2,258 | $202K |
| Advisor OS, LLC | 0.02% | New | 2,254 | $201K |
| IFS Group,LLC | 0.18% | — | 2,245 | $200K |
| Marathon Trading Investment Management LLC | 0.08% | Reduce -96.6% | 2,182 | $195K |
| Ballast Advisors LLC | 0.05% | Reduce -10.1% | 2,156 | $193K |
| Pflug Koory, LLC | 0.09% | No change | 2,109 | $188K |
| Pingora Partners LLC | 0.12% | Reduce -4.5% | 2,100 | $188K |
| Morling Financial Advisors, LLC | 0.06% | Add +97.6% | 2,047 | $183K |
| MPWM Advisory Solutions, LLC | 0.11% | Add +1.1% | 1,996 | $178K |
| Blue Trust, Inc. | 0.00% | Reduce -1.2% | 1,904 | $170K |
| Quest 10 Wealth Builders, Inc. | 0.16% | Reduce -0.1% | 1,882 | $168K |
| Maryland Capital Advisors Inc. | 0.06% | No change | 1,772 | $158K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +9.8% | 1,728 | $154K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +360.1% | 1,684 | $150K |
| Gen-Wealth Partners Inc | 0.05% | Add +8.3% | 1,617 | $145K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 2,000 | $142K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -36.3% | 1,520 | $136K |
| Fourth Dimension Wealth, LLC | 0.05% | Reduce -9.8% | 1,424 | $127K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -9.7% | 1,354 | $121K |
| Wells Financial Advisors INC | 0.16% | Reduce -48.8% | 1,352 | $121K |
| Larson Financial Group LLC | 0.00% | Reduce -9.0% | 1,340 | $120K |
| Lanark Financial, Inc. | 0.01% | Reduce -14.4% | 1,313 | $117K |
| Copia Wealth Management | 0.09% | No change | 1,285 | $115K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | Reduce -19.0% | 1,283 | $115K |
| Kings Path Partners LLC | 0.04% | Reduce -0.4% | 1,224 | $109K |
| Fairscale Capital, LLC | 0.07% | No change | 1,220 | $109K |
| Ancora Advisors LLC | 0.00% | Reduce -30.6% | 1,147 | $103K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -15.6% | 1,136 | $102K |
| Ashton Thomas Securities, LLC | 0.01% | New | 1,049 | $94K |
| Parallel Advisors, LLC | 0.00% | Reduce -13.5% | 1,043 | $93K |
| Finley Financial, LLC | 0.04% | No change | 1,040 | $93K |
| Q Fund Management (Hong Kong) Ltd | 0.06% | No change | 1,000 | $89K |
| Brentview Investment Management LLC | 0.04% | No change | 1,000 | $89K |
| Avalon Trust Co | 0.01% | New | 1,000 | $89K |
| Macquarie Group Ltd. | 0.00% | No change | 1,000 | $89K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -37.4% | 993 | $89K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 928 | $83K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +15.8% | 922 | $82K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 851 | $76K |
| Rossby Financial, LCC | 0.02% | Add +38.0% | 817 | $73K |
| Financial Network Wealth Advisors LLC | 0.08% | New | 812 | $73K |
| Equitec Proprietary Markets, LLC | 0.43% | No change | 800 | $71K |
| Advisors Preferred, LLC | 0.01% | Add +300.0% | 800 | $71K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -43.8% | 780 | $70K |
| Signaturefd, LLC | 0.00% | Add +0.4% | 752 | $67K |
| Wealth Watch Advisors, INC | 0.03% | New | 745 | $67K |
| Founders Financial Alliance, LLC | 0.01% | Add +100.8% | 743 | $66K |
| Bessemer Group Inc. | 0.00% | New | 724 | $65K |
| Princeton Global Asset Management LLC | 0.01% | No change | 700 | $63K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +50.3% | 699 | $62K |
| Tsfg, LLC | 0.01% | Add +1.1% | 632 | $57K |
| Family Legacy Financial Solutions, LLC | 0.04% | New | 635 | $57K |
| FWL Investment Management, LLC | 0.01% | Reduce -9.4% | 625 | $56K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -6.7% | 615 | $55K |
| Hartford Financial Management Inc. | 0.01% | No change | 608 | $54K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -6.0% | 593 | $53K |
| Caldwell Trust Co | 0.00% | Add +43.7% | 582 | $52K |
| SouthState Bank Corp | 0.00% | Reduce -4.1% | 544 | $49K |
| Park Place Capital Corp | 0.01% | Reduce -6.4% | 523 | $47K |
| WFA of San Diego, LLC | 0.03% | No change | 519 | $46K |
| Tidemark, LLC | 0.01% | Add +0.2% | 518 | $46K |
| Winthrop Capital Management, LLC | 0.01% | No change | 514 | $46K |
| Center for Financial Planning, Inc. | 0.00% | New | 500 | $45K |
| Operose Advisors LLC | 0.01% | New | 485 | $43K |
| Colonial Trust Co / SC | 0.01% | Reduce -2.1% | 465 | $42K |
| Highline Wealth Partners LLC | 0.01% | No change | 450 | $40K |
| Cornerstone Planning Group LLC | 0.01% | Add +170.1% | 443 | $40K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 445 | $40K |
| Clean Yield Group | 0.01% | No change | 440 | $39K |
| Canton Hathaway, LLC | 0.01% | New | 436 | $39K |
| Pacifica Partners Inc. | 0.01% | Reduce -58.0% | 435 | $39K |
| NWK Group, Inc. | 0.01% | Reduce -40.4% | 416 | $37K |
| Promus Capital, LLC | 0.02% | Reduce -96.3% | 414 | $37K |
| Anfield Capital Management, LLC | 0.01% | No change | 395 | $35K |
| Kilter Group LLC | 0.02% | Reduce -5.5% | 393 | $35K |
| Van Eck Associates Corp. | 0.00% | No change | 394 | $35K |
| Sound Income Strategies, LLC | 0.00% | Reduce -54.0% | 389 | $35K |
| KERR FINANCIAL PLANNING Corp | 0.05% | — | 387 | $35K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -25.4% | 385 | $34K |
| Rise Advisors, LLC | 0.01% | Reduce -23.7% | 379 | $34K |
| First Command Advisory Services, Inc. | 0.00% | New | 375 | $33K |
| Smartleaf Asset Management LLC | 0.00% | New | 369 | $33K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 357 | $32K |
| Coastline Trust Co | 0.00% | No change | 350 | $31K |
| Toth Financial Advisory Corp. | 0.00% | Add +22.9% | 349 | $31K |
| Park Square Financial Group, LLC | 0.13% | Reduce -60.8% | 348 | $31K |
| Hanson & Doremus Investment Management | 0.00% | No change | 351 | $31K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Reduce -0.9% | 335 | $30K |
| Salomon & Ludwin, LLC | 0.00% | No change | 316 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 305 | $27K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 301 | $27K |
| Raffa Wealth Management, LLC | 0.00% | No change | 287 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 286 | $26K |
| Wealthspire Advisors, LLC | 0.00% | New | 282 | $25K |
| HUB Investment Partners, LLC | 0.00% | New | 280 | $25K |
| St Germain D J Co. Inc. | 0.00% | Add +22.2% | 275 | $25K |
| McIlrath & Eck, LLC | 0.00% | New | 273 | $24K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -7.0% | 264 | $24K |
| Ameriflex Group, Inc. | 0.01% | Reduce -67.6% | 244 | $22K |
| Winch Advisory Services, LLC | 0.00% | Add +1.3% | 241 | $22K |
| Capital Analysts, LLC | 0.00% | Reduce -10.1% | 232 | $21K |
| Investors Research Corp | 0.00% | No change | 217 | $19K |
| Eastern Bank | 0.00% | Reduce -30.4% | 217 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 209 | $19K |
| West Branch Capital LLC | 0.00% | Add +1.0% | 206 | $18K |
| Trust Co. of Vermont | 0.00% | Add +100.0% | 200 | $18K |
| Fortitude Family Office, LLC | 0.00% | New | 197 | $18K |
| Solstein Capital, LLC | 0.01% | Reduce -55.8% | 190 | $17K |
| Salem Investment Counselors Inc. | 0.00% | No change | 172 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 171 | $15K |
| Summer Road LLC | 0.01% | Add +750.0% | 170 | $15K |
| Hurley Capital, LLC | 0.01% | Add +0.6% | 163 | $15K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -68.2% | 162 | $14K |
| EPG Wealth Management LLC | 0.00% | No change | 160 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 153 | $14K |
| Pineridge Advisors LLC | 0.00% | Add +0.7% | 141 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 140 | $13K |
| United Financial Planning Group LLC | 0.01% | — | 138 | $12K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -3.5% | 136 | $12K |
| Rossmore Private Capital | 0.00% | New | 135 | $12K |
| Logan Capital Management Inc. | 0.00% | No change | 135 | $12K |
| Imprint Wealth LLC | 0.04% | — | 128 | $11K |
| North Capital, Inc. | 0.01% | Add +0.8% | 123 | $11K |
| Evolution Wealth Management Inc. | 0.01% | Reduce -50.8% | 119 | $11K |
| CKW Financial Group | 0.00% | No change | 116 | $10K |
| Root Financial Partners, LLC | 0.00% | New | 107 | $10K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 100 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 99 | $9K |
| Affinity Wealth LLC | 0.01% | Add +650.0% | 90 | $8K |
| Archer Investment Corp | 0.00% | Add +10.1% | 87 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 85 | $8K |
| Tompkins Financial Corp. | 0.00% | No change | 85 | $8K |
| Atlantic Private Wealth, LLC | 0.00% | Add +1.2% | 85 | $8K |
| Dogwood Wealth Management LLC | 0.00% | No change | 81 | $7K |
| Flagship Wealth Advisors, LLC | 0.00% | Add +224.0% | 81 | $7K |
| REAP Financial Group, LLC | 0.00% | Add +21.5% | 79 | $7K |
| Painted Porch Advisors LLC | 0.00% | No change | 73 | $7K |
| Midwest Capital Advisors, LLC | 0.00% | Reduce -94.7% | 73 | $6K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.4% | 70 | $6K |
| PayPay Securities Corp | 0.22% | Add +33.3% | 68 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 64 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 64 | $6K |
| Independence Bank of Kentucky | 0.00% | No change | 63 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +140.0% | 60 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 58 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -91.0% | 55 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 52 | $5K |
| Advanced Asset Management Advisors Inc | 0.00% | Add +100.0% | 50 | $4K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 49 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 46 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 46 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +2.2% | 46 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 45 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -26.8% | 41 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $4K |
| Palisade Asset Management, LLC | 0.00% | New | 40 | $4K |
| Key Financial Inc | 0.00% | Add +122.2% | 40 | $4K |
| Gould Capital, LLC | 0.00% | Reduce -59.1% | 38 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 33 | $3K |
| AlphaCore Capital LLC | 0.00% | No change | 33 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 29 | $3K |
| Bfsg, LLC | 0.00% | No change | 28 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | — | 26 | $2K |
| Bernard Wealth Management Corp. | 0.00% | New | 25 | $2K |
| CVA Family Office, LLC | 0.00% | New | 24 | $2K |
| Chesapeake Asset Management LLC | 0.00% | No change | 22 | $2K |
| Nova Wealth Management, Inc. | 0.00% | No change | 20 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 13 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 12 | $1K |
| FSA Wealth Management LLC | 0.00% | No change | 11 | $983 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 10 | $894 |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 9 | $804 |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 8 | $715 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 7 | $655 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 3 | $287 |
| New Republic Capital, LLC | 0.00% | No change | 3 | $268 |
| Financial Consulate, Inc. | 0.00% | New | 2 | $179 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $89 |
| Covestor Ltd | 0.00% | Reduce -99.2% | 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.