iShares 20+ Year Treasury BDTLTETF
13F holders, Q4 2025 (December 31)1,154holders +55
108new positions
123sold out
5famous investors
$87.17avg. 13F price*
At the end of Q4 2025, 1,154 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, up 55 from Q3 2025. 108 opened new positions and 123 sold out. The largest holders were Bank of America Corp. ($9.5B), Northwestern Mutual Wealth Management Co. ($3.8B) and Rafferty Asset Management, LLC ($2.6B). 5 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares 20+ Year Treasury BD
- CUSIP
- 464287432
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $804.3M |
| Exits | 123 | $271.0M |
All 13F filers, Q3 2025 → Q4 2025: 47,948,262 shares bought and 40,051,320 shares sold, net +7,896,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,154 holders
| Bank of America Corp. | 0.69% | Add +10.5% | 109,057,503 | $9.5B |
| Northwestern Mutual Wealth Management Co. | 2.38% | Add +3.4% | 43,140,136 | $3.8B |
| Rafferty Asset Management, LLC | 9.15% | Reduce -16.8% | 30,401,006 | $2.6B |
| BlackRock, Inc. | 0.04% | Add +14.1% | 24,942,334 | $2.2B |
| Citigroup Inc. | 1.47% | Add +5.5% | 24,691,449 | $2.2B |
| Morgan Stanley | 0.10% | Add +31.3% | 19,186,986 | $1.7B |
| UBS Group AG | 0.28% | Add +6.4% | 16,064,679 | $1.4B |
| Bank of Montreal | 0.39% | Reduce -40.4% | 10,801,080 | $941.4M |
| Jane Street Group, LLC | 1.12% | Reduce -7.6% | 10,766,253 | $938.4M |
| JPMorgan Chase & Co. | 0.05% | Add +79.5% | 8,997,581 | $784.2M |
| Barclays PLC | 0.29% | Add +29.8% | 8,226,708 | $717.0M |
| LPL Financial LLC | 0.11% | Reduce -2.2% | 4,709,103 | $410.4M |
| Wells Fargo & Company | 0.08% | Reduce -2.9% | 4,455,020 | $388.3M |
| Susquehanna International Group, LLP | 0.53% | Reduce -52.1% | 4,388,405 | $382.5M |
| Nan Shan Life Insurance Co., Ltd. | 10.72% | No change | 3,997,680 | $348.4M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -41.1% | 3,918,073 | $341.5M |
| Mackenzie Financial Corp. | 0.37% | Reduce -2.3% | 3,542,900 | $310.7M |
| Pureheart Capital Pte Ltd. | 69.13% | New | 3,358,000 | $292.7M |
| Harvest Portfolios Group Inc. | 4.73% | Reduce -11.8% | 3,120,016 | $271.9M |
| Alliancebernstein L.P. | 0.08% | Add +6.8% | 2,848,250 | $248.3M |
| Hantz Financial Services, Inc. | 3.65% | Add +5.9% | 2,846,143 | $248.1M |
| Ameriprise Financial Inc. | 0.05% | Reduce -11.4% | 2,549,752 | $222.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.60% | Reduce -7.2% | 2,501,097 | $218.0M |
| Raymond James Financial Inc. | 0.06% | Reduce -7.3% | 2,353,066 | $205.1M |
| Royal Bank of Canada | 0.03% | Reduce -18.4% | 2,193,833 | $191.2M |
| Vantagepoint Investment Advisers LLC | 1.44% | Reduce -0.3% | 2,054,556 | $179.1M |
| Toronto Dominion Bank | 0.27% | Add +3399.0% | 1,762,061 | $153.6M |
| Bramshill Investments, LLC | 8.15% | Add +2.9% | 1,653,479 | $144.1M |
| Janney Montgomery Scott LLC | 0.29% | Add +0.2% | 1,470,307 | $128.2M |
| Assetmark, Inc. | 0.25% | Reduce -12.1% | 1,430,487 | $124.7M |
| Stifel Financial Corp. | 0.11% | Reduce -11.9% | 1,416,599 | $123.5M |
| HSBC Holdings PLC | 0.07% | Add +7.2% | 1,395,452 | $121.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -43.6% | 1,356,034 | $118.2M |
| Rockefeller Capital Management L.P. | 0.21% | Reduce -2.6% | 1,321,782 | $115.2M |
| Truist Financial Corp. | 0.15% | Reduce -1.7% | 1,312,588 | $114.4M |
| Hamilton Capital Partners Inc. | 4.20% | Add +4.1% | 1,311,371 | $114.3M |
| Jump Financial, LLC | 1.37% | Add +50668.8% | 1,157,021 | $100.8M |
| AIA Group Ltd | 1.39% | Reduce -13.6% | 1,065,336 | $92.9M |
| State Street Corp. | 0.00% | New | 1,017,362 | $88.7M |
| Millennium Management | 0.07% | Add +10.8% | 1,015,956 | $88.6M |
| Quadrature Capital Ltd | 0.89% | New | 1,004,367 | $87.5M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +42.0% | 1,000,122 | $87.2M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +28.8% | 983,535 | $85.7M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -39.9% | 929,344 | $81.0M |
| Cetera Investment Advisers | 0.09% | Add +4.4% | 926,997 | $80.8M |
| US Bancorp \de | 0.09% | Add +1.4% | 921,383 | $80.3M |
| WestEnd Advisors, LLC | 1.81% | Reduce -3.5% | 890,967 | $77.7M |
| Ally Financial Inc. | 9.29% | No change | 873,000 | $76.1M |
| Osaic Holdings, Inc. | 0.11% | Reduce -27.6% | 852,561 | $74.3M |
| GTS Securities LLC | 2.40% | New | 807,531 | $70.4M |
| National Bank of Canada | 0.07% | Add +310.3% | 788,441 | $68.7M |
| BNP Paribas Financial Markets | 0.04% | Reduce -1.2% | 763,620 | $66.6M |
| Tidal Investments LLC | 0.28% | Add +1105.5% | 753,846 | $65.7M |
| Disciplina Capital Management LLC | 7.48% | Add +0.4% | 749,866 | $65.4M |
| TD Private Client Wealth LLC | 1.30% | Add +10.6% | 700,484 | $61.1M |
| Marex Group Ltd | 0.62% | Add +89.0% | 656,708 | $57.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -16.9% | 626,973 | $54.6M |
| Cadence Wealth Management LLC | 24.19% | Add +15.4% | 574,974 | $50.1M |
| Victory Capital Management Inc. | 0.03% | Reduce -41.0% | 557,207 | $48.6M |
| Concurrent Investment Advisors, LLC | 0.53% | Add +6.6% | 536,123 | $46.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.07% | Reduce -25.1% | 529,900 | $46.2M |
| AlTi Global, Inc. | 0.97% | Reduce -4.1% | 520,685 | $45.4M |
| Townsend & Associates, Inc | 4.01% | Add +1.4% | 509,184 | $45.0M |
| Alkeon Capital Management LLC | 0.19% | New | 511,000 | $44.5M |
| Meeder Asset Management Inc. | 2.39% | No change | 508,484 | $44.3M |
| Rock Creek Group LLC | 4.96% | Add +11.0% | 507,314 | $44.2M |
| IHT Wealth Management, LLC | 1.05% | Reduce -1.3% | 495,380 | $43.2M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Add +5.3% | 494,007 | $43.1M |
| IFP Advisors, Inc | 0.94% | Add +282.2% | 480,682 | $41.9M |
| WS Management LLLP | 5.52% | Add +19.1% | 473,500 | $41.3M |
| New Harbor Financial Group, LLC | 6.94% | Add +4.8% | 434,396 | $37.9M |
| Bell Investment Advisors, Inc | 5.93% | Add +3.7% | 430,551 | $37.5M |
| Kestra Advisory Services, LLC | 0.15% | Add +1.3% | 413,086 | $36.0M |
| Bank of New York Mellon Corp | 0.01% | Add +47.5% | 410,206 | $35.8M |
| Krilogy Financial LLC | 1.14% | Add +6.8% | 378,551 | $33.4M |
| Summit Financial, LLC | 0.48% | Reduce -18.2% | 371,503 | $32.4M |
| OneDigital Investment Advisors LLC | 0.30% | Add +7.8% | 352,643 | $30.7M |
| Horizon Investments, LLC | 0.37% | Add +336.4% | 337,037 | $29.4M |
| MML Investors Services, LLC | 0.07% | Reduce -12.7% | 335,645 | $29.3M |
| Optiver Holding B.V. | 0.52% | Reduce -23.5% | 333,760 | $29.1M |
| U.S. Capital Wealth Advisors, LLC | 0.76% | Reduce -0.7% | 331,569 | $28.9M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -5.2% | 327,946 | $28.6M |
| Insight Wealth Strategies, LLC | 3.21% | Add +2.2% | 320,946 | $28.0M |
| Nationwide Fund Advisors | 1.19% | Reduce -68.0% | 318,384 | $27.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.19% | Add +7.8% | 311,806 | $27.2M |
| Third View Private Wealth, LLC | 3.64% | — | 310,412 | $27.1M |
| SBI Securities Co., Ltd. | 0.69% | Reduce -0.4% | 309,137 | $26.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.46% | Reduce -7.5% | 300,063 | $26.2M |
| Trilogy Capital Inc. | 1.16% | Add +28.1% | 298,479 | $26.0M |
| Himension Capital (singapore) Pte. LTD. | 1.59% | No change | 295,030 | $25.7M |
| Capitolis Liquid Global Markets LLC | 0.15% | No change | 292,890 | $25.5M |
| Old National Bancorp | 0.42% | Reduce -3.3% | 292,158 | $25.5M |
| Affinity Wealth Management LLC | 3.59% | Add +2.6% | 289,870 | $25.3M |
| Farther Finance Advisors, LLC | 0.27% | Add +19.2% | 289,040 | $25.2M |
| Kestra Private Wealth Services, LLC | 0.31% | Add +15.2% | 288,894 | $25.2M |
| Journey Strategic Wealth LLC | 0.64% | Reduce -0.5% | 278,692 | $24.3M |
| Jones Financial Companies LLLP | 0.01% | Add +8.9% | 274,433 | $23.9M |
| Vestmark Advisory Solutions, Inc. | 0.32% | Add +58.9% | 271,938 | $23.7M |
| Verition Fund Management LLC | 0.13% | Add +321.6% | 271,711 | $23.7M |
| Willis Johnson & Associates, Inc. | 1.44% | Add +13.5% | 267,934 | $23.4M |
| Deutsche Bank AG | 0.01% | New | 257,500 | $22.4M |
| Insight 2811, Inc. | 9.86% | Reduce -1.5% | 256,287 | $22.3M |
| HRT Financial LP | 0.07% | New | 255,842 | $22.3M |
| Gould Asset Management LLC | 3.92% | Reduce -0.7% | 253,696 | $22.1M |
| Two Sigma Investments, LP | 0.03% | Add +1380.2% | 249,371 | $21.7M |
| Scopus Asset Management, L.P. | 0.60% | No change | 246,549 | $21.5M |
| Sanctuary Advisors, LLC | 0.12% | Add +15.1% | 244,123 | $21.3M |
| Simplicity Wealth,LLC | 1.26% | Add +8.8% | 242,894 | $21.2M |
| Kingsview Wealth Management, LLC | 0.30% | Add +2.8% | 239,103 | $20.8M |
| NewEdge Advisors, LLC | 0.07% | Add +12.5% | 235,986 | $20.6M |
| Sharkey, Howes & Javer | 2.60% | Add +30.1% | 234,820 | $20.5M |
| AE Wealth Management LLC | 0.11% | Add +14.9% | 228,142 | $19.9M |
| Northern Trust Corp. | 0.00% | Add +5.2% | 227,048 | $19.8M |
| Mariner, LLC | 0.02% | Reduce -11.8% | 226,541 | $19.7M |
| GM Advisory Group, LLC | 0.76% | Reduce -15.4% | 223,055 | $19.4M |
| Osborne Partners Capital Management, LLC | 0.98% | Add +0.1% | 218,530 | $19.0M |
| Old Mission Capital LLC | 0.74% | Reduce -81.0% | 218,285 | $19.0M |
| Integrity Alliance, Llc. | 0.69% | Add +0.6% | 216,834 | $18.9M |
| Lido Advisors, LLC | 0.07% | Add +0.9% | 212,385 | $18.7M |
| Dakota Wealth Management | 0.32% | Add +43.7% | 208,694 | $18.2M |
| BOS Asset Management, LLC | 4.89% | Reduce -3.0% | 208,544 | $18.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.34% | Reduce -4.1% | 208,294 | $18.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 5.00% | Add +3.3% | 205,050 | $17.9M |
| Pinnacle Financial Partners, Inc. | 0.13% | — | 204,473 | $17.8M |
| Cwm, LLC | 0.05% | Add +26.5% | 201,314 | $17.5M |
| Royal Fund Management, LLC | 1.60% | Reduce -42.0% | 200,427 | $17.5M |
| Centaurus Financial, Inc. | 0.79% | Add +5.8% | 198,600 | $17.3M |
| IMC-Chicago, LLC | 0.30% | Add +161.3% | 197,940 | $17.3M |
| Dynasty Wealth Management, LLC | 0.17% | Reduce -77.0% | 196,999 | $17.2M |
| Quaker Wealth Management, LLC | 5.44% | Add +2.3% | 196,860 | $17.2M |
| Prudential PLC | 0.14% | Reduce -81.2% | 196,548 | $17.1M |
| Private Advisor Group, LLC | 0.08% | Add +62.7% | 195,074 | $17.0M |
| Granite Bay Wealth Management, LLC | 4.07% | Add +8.9% | 192,458 | $16.8M |
| Walleye Capital LLC | 0.10% | New | 186,130 | $16.2M |
| Exencial Wealth Advisors, LLC | 0.51% | Add +0.5% | 183,978 | $16.0M |
| &partners | 0.08% | Reduce -14.2% | 183,889 | $16.0M |
| Cibc World Market Inc. | 0.03% | Reduce -88.0% | 179,541 | $15.6M |
| Strong Tower Advisory Services | 2.80% | New | 179,351 | $15.6M |
| CI Investments Inc. | 0.07% | Reduce -3.0% | 176,054 | $15.3M |
| Maxi Investments CY Ltd | 2.73% | Reduce -38.8% | 172,000 | $15.0M |
| Occidental Asset Management, LLC | 1.80% | Add +4.3% | 171,875 | $15.0M |
| West Family Investments, Inc. | 3.51% | Add +8.9% | 133,337 | $14.9M |
| Carrera Capital Advisors | 2.48% | Add +362.4% | 169,432 | $14.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.2% | 167,906 | $14.7M |
| Advisory Services Network, LLC | 0.20% | Reduce -13.5% | 166,104 | $14.5M |
| Fund Evaluation Group, LLC | 0.46% | No change | 160,500 | $14.0M |
| WJ Interests, LLC | 6.02% | Reduce -0.1% | 160,471 | $14.0M |
| Brevan Howard Capital Management LP | 0.29% | New | 160,000 | $13.9M |
| Prospera Financial Services Inc | 0.23% | Add +2.0% | 159,440 | $13.9M |
| Marino Management, LLC | 2.70% | — | 154,653 | $13.6M |
| One Day In July LLC | 1.07% | Add +0.1% | 149,083 | $13.0M |
| Kaydan Wealth Management, Inc. | 3.75% | Add +149.1% | 148,834 | $13.0M |
| Venture Visionary Partners LLC | 0.42% | Reduce -1.8% | 148,781 | $13.0M |
| FORM Wealth Advisors, LLC | 1.50% | — | 146,677 | $12.8M |
| Cultivar Capital, Inc. | 8.16% | Add +3.3% | 146,188 | $12.7M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -0.3% | 144,218 | $12.6M |
| Eddie Patel Inc | 9.29% | — | 143,077 | $12.5M |
| SlateStone Wealth, LLC | 1.04% | Reduce -23.9% | 142,791 | $12.4M |
| Gladstone Institutional Advisory LLC | 0.47% | Add +21.7% | 141,817 | $12.4M |
| Marshall Wace, LLP | 0.01% | Reduce -85.7% | 139,469 | $12.2M |
| Wealth Management Associates, Inc. | 4.23% | Add +8.1% | 139,375 | $12.1M |
| Tower Research Capital LLC (TRC) | 0.29% | New | 139,132 | $12.1M |
| Granby Capital Management, LLC | 6.42% | No change | 138,000 | $12.0M |
| PEAK6 LLC | 0.32% | New | 136,329 | $11.9M |
| Clarity Financial LLC | 1.10% | Add +0.9% | 136,223 | $11.9M |
| Greenup Street Wealth Management LLC | 1.70% | Reduce -10.3% | 135,419 | $11.8M |
| Atria Investments, Inc | 0.13% | Reduce -7.7% | 134,667 | $11.7M |
| Persium Advisors, LLC | 8.48% | Add +5.8% | 133,248 | $11.6M |
| Edgestream Partners, L.P. | 0.33% | New | 133,063 | $11.6M |
| Horst & Graben Wealth Management LLC | 1.74% | Add +1.1% | 132,485 | $11.6M |
| Ocean Park Asset Management, LLC | 0.54% | Add +717.7% | 131,400 | $11.5M |
| Strategic Investment Advisors / MI | 0.99% | Add +43223.4% | 131,270 | $11.4M |
| DRW Securities, LLC | 0.86% | Add +472.8% | 130,342 | $11.4M |
| Evoke Wealth, LLC | 0.22% | Reduce -16.1% | 130,255 | $11.4M |
| Richard W. Paul & Associates, LLC | 3.75% | Add +4.3% | 129,681 | $11.3M |
| Nolet Wealth Management, LLC | 6.21% | — | 127,885 | $11.1M |
| Elevation Point Wealth Partners, LLC | 0.54% | Add +350.6% | 127,772 | $11.1M |
| Quadrant Private Wealth Management, LLC | 1.80% | Add +0.2% | 125,916 | $11.0M |
| Tiaa Trust, National Association | 0.03% | Reduce -26.3% | 125,095 | $10.9M |
| SG Americas Securities, LLC | 0.01% | Add +225.1% | 125,052 | $10.9M |
| Tudor Investment Corporation | 0.06% | Reduce -52.8% | 124,213 | $10.8M |
| Sicart Associates LLC | 2.83% | Reduce -22.9% | 122,505 | $10.7M |
| Brookstone Capital Management | 0.12% | Reduce -27.5% | 122,472 | $10.7M |
| High Note Wealth, LLC | 2.06% | Add +8.7% | 120,952 | $10.5M |
| NorthCoast Asset Management LLC | 0.23% | Add +9.2% | 119,017 | $10.4M |
| Oppenheimer & Co. Inc. | 0.15% | Add +261.2% | 118,723 | $10.3M |
| Alerus Financial NA | 0.50% | Add +6.2% | 118,188 | $10.3M |
| FPC Investment Advisory, Inc. | 5.63% | Add +6.2% | 117,866 | $10.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +90.4% | 117,550 | $10.2M |
| Intercapital, LLC | 5.36% | — | 117,200 | $10.2M |
| Credit Agricole S A | 0.03% | Add +5.3% | 117,062 | $10.2M |
| Fifth Third Bancorp | 0.03% | Add +8.4% | 116,829 | $10.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -9.6% | 117,080 | $10.1M |
| Checchi Capital Advisers, LLC | 0.68% | Add +34.4% | 115,134 | $10.0M |
| Quinn Opportunity Partners LLC | 0.43% | Reduce -3.4% | 115,000 | $10.0M |
| Sovran Advisors, LLC | 0.85% | Reduce -2.7% | 112,737 | $10.0M |
| Wealthfront Advisers LLC | 0.02% | Add +49.8% | 114,043 | $9.9M |
| U S Wealth Group, Llc. | 6.50% | Reduce -1.1% | 113,202 | $9.9M |
| Alphadyne Asset Management LP | 0.98% | New | 113,016 | $9.9M |
| Perigon Wealth Management, LLC | 0.17% | Add +14.6% | 111,619 | $9.7M |
| Heck Capital Advisors, LLC | 0.72% | Add +13.5% | 110,933 | $9.7M |
| Parallax Volatility Advisers, L.P. | 0.34% | Reduce -57.7% | 110,931 | $9.7M |
| Axxcess Wealth Management, LLC | 0.17% | Reduce -6.3% | 110,547 | $9.6M |
| Security Benefit Life Insurance Co. | 3.99% | No change | 110,000 | $9.6M |
| Nearwater Capital Markets, Ltd | 0.16% | No change | 110,000 | $9.6M |
| Betterment LLC | 0.02% | Add +17.9% | 108,853 | $9.5M |
| Klaas Financial Asset Advisors, LLC | 1.37% | Add +3.0% | 108,395 | $9.4M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -3.7% | 108,262 | $9.4M |
| Cavalier Investments, LLC | 2.92% | Add +30.3% | 107,636 | $9.4M |
| Encompass More Asset Management | 1.72% | Reduce -35.4% | 106,809 | $9.3M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -5.1% | 106,245 | $9.3M |
| Focus Partners Wealth | 0.01% | Reduce -20.2% | 104,903 | $9.2M |
| Principal Financial Group Inc. | 0.00% | Add +21.9% | 104,271 | $9.1M |
| Braun-Bostich & Associates Inc. | 5.56% | Reduce -6.0% | 103,313 | $9.0M |
| Beacon Advisors Holdings, LLC | 4.65% | — | 101,241 | $8.8M |
| Corient Private Wealth LP | 0.01% | Add +92.1% | 100,289 | $8.7M |
| ShoreHaven Wealth Partners, LLC | 3.12% | Reduce -12.0% | 99,546 | $8.7M |
| Americana Partners, LLC | 0.24% | Add +23.1% | 99,530 | $8.7M |
| Heartwood Wealth Advisors LLC | 0.79% | Reduce -6.1% | 98,893 | $8.6M |
| Arlington Capital Management, Inc. | 5.29% | Add +1.0% | 98,831 | $8.6M |
| Cynosure Group, LLC | 0.86% | New | 97,100 | $8.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -0.1% | 96,456 | $8.4M |
| Basswood Capital Management, L.L.C. | 0.37% | No change | 96,154 | $8.4M |
| Northeast Financial Group, Inc. | 2.10% | Add +6.5% | 96,063 | $8.4M |
| Bank of Nova Scotia | 0.01% | Reduce -36.8% | 95,087 | $8.3M |
| New York Life Investment Management LLC | 0.07% | Add +55.3% | 94,884 | $8.3M |
| Castleark Management LLC | 0.24% | No change | 94,540 | $8.2M |
| Equitable Holdings, Inc. | 0.06% | Reduce -26.3% | 93,951 | $8.2M |
| Perennial Investment Advisors, LLC | 0.64% | Reduce -24.9% | 93,450 | $8.1M |
| Sharpepoint LLC | 4.84% | Add +46.0% | 92,652 | $8.1M |
| Stephens Inc. | 0.10% | Reduce -4.3% | 92,083 | $8.0M |
| First Horizon Corp. | 0.35% | Add +46.0% | 90,041 | $7.8M |
| Sierra Ocean, LLC | 6.34% | Add +4.1% | 87,942 | $7.7M |
| Fermata Advisors, LLC | 1.80% | Add +15.4% | 86,025 | $7.5M |
| Ethos Financial Group, LLC | 0.55% | Add +2881.0% | 85,763 | $7.5M |
| Diesslin Group, Inc. | 2.96% | — | 85,428 | $7.4M |
| Cordoba Advisory Partners LLC | 1.83% | — | 84,783 | $7.4M |
| Franklin Resources Inc. | 0.00% | Add +11.6% | 84,532 | $7.4M |
| GLOBALT Investments LLC / GA | 0.27% | Add +56.7% | 84,419 | $7.4M |
| Leo Wealth, LLC | 0.53% | Add +119.8% | 84,016 | $7.3M |
| Captrust Financial Advisors | 0.01% | Reduce -10.2% | 83,602 | $7.3M |
| DAVENPORT & Co LLC | 0.04% | Reduce -5.4% | 83,300 | $7.3M |
| Pallas Capital Advisors LLC | 0.24% | Add +11.8% | 82,723 | $7.2M |
| Commonwealth Financial Services, LLC | 1.18% | Reduce -0.4% | 82,199 | $7.2M |
| Sagespring Wealth Partners, LLC | 0.13% | Add +4.6% | 81,301 | $7.1M |
| Measured Wealth Private Client Group, LLC | 1.86% | Add +4.1% | 80,508 | $7.0M |
| Birchbrook, Inc. | 3.49% | Add +1.4% | 80,282 | $7.0M |
| Two Sigma Securities, LLC | 0.96% | Add +2622.5% | 80,068 | $7.0M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +134.2% | 79,909 | $7.0M |
| Arkadios Wealth Advisors | 0.14% | Add +5.0% | 79,744 | $7.0M |
| Comerica Bank | 0.03% | Reduce -0.8% | 79,070 | $6.9M |
| Interactive Financial Advisors, Inc. | 4.45% | Reduce -1.4% | 79,010 | $6.9M |
| SB Capital Management Inc | 2.52% | — | 78,802 | $6.9M |
| Custos Family Office, LLC | 4.67% | Reduce -23.0% | 78,580 | $6.8M |
| Prevail Innovative Wealth Advisors, LLC | 1.22% | Add +2.1% | 78,264 | $6.8M |
| Cullen/Frost Bankers, Inc. | 0.07% | Reduce -30.3% | 77,802 | $6.8M |
| Smith Salley Wealth Management | 0.34% | Add +2.4% | 77,667 | $6.8M |
| Diversify Advisory Services, LLC | 0.21% | Add +4.1% | 76,675 | $6.7M |
| Sowell Financial Services LLC | 0.25% | Add +7.4% | 76,793 | $6.7M |
| CPR Investments Inc. | 4.49% | Add +164.4% | 76,780 | $6.7M |
| Cerity Partners LLC | 0.01% | Add +54.2% | 76,766 | $6.7M |
| Hudson Bay Capital Management LP | 0.04% | Add +199.2% | 76,348 | $6.7M |
| Worth Asset Management, LLC | 2.82% | New | 76,296 | $6.6M |
| Sfmg, LLC | 0.45% | Reduce -10.5% | 76,226 | $6.6M |
| Global Wealth Strategies & Associates | 1.65% | Add +7.4% | 75,993 | $6.6M |
| Greenberg Financial Group | 2.73% | — | 75,971 | $6.6M |
| Canandaigua National Bank & Trust Co. | 0.59% | Add +0.3% | 75,389 | $6.6M |
| Curtis Wealth Management LLC | 5.71% | — | 74,263 | $6.6M |
| Rovin Capital /Ut/ | 1.72% | Add +3074.8% | 74,355 | $6.5M |
| Rik Saylor Financial, Inc. | 4.64% | Reduce -0.8% | 72,734 | $6.3M |
| V2 Financial group LLC | 3.10% | Add +3.1% | 72,125 | $6.3M |
| Brown Wealth Management, LLC | 1.65% | Add +109.7% | 72,011 | $6.3M |
| Citizens Financial Group Inc. | 0.08% | Reduce -21.0% | 71,538 | $6.2M |
| PSI Advisors, LLC | 1.55% | Add +4.1% | 70,913 | $6.2M |
| Quotient Wealth Partners, LLC | 0.16% | Reduce -90.5% | 70,037 | $6.1M |
| Joule Financial, LLC | 1.82% | Add +7.2% | 69,866 | $6.1M |
| Independent Advisor Alliance | 0.15% | Reduce -1.2% | 69,594 | $6.1M |
| LifeWealth Investments, LLC | 1.91% | Add +3.3% | 69,212 | $6.0M |
| Berkeley Capital Partners, LLC | 1.41% | Add +2.5% | 68,655 | $6.0M |
| Bay Rivers Group | 2.42% | Reduce -13.5% | 68,596 | $6.0M |
| Compound Planning, Inc. | 0.17% | Reduce -26.5% | 67,841 | $5.9M |
| Hilltop Holdings Inc. | 0.35% | Reduce -17.0% | 67,551 | $5.9M |
| Foguth Wealth Management, LLC. | 0.91% | — | 67,223 | $5.9M |
| Dorsey & Whitney Trust CO LLC | 0.31% | New | 66,966 | $5.8M |
| Foster & Motley Inc. | 0.31% | Reduce -5.7% | 65,744 | $5.7M |
| Stansberry Asset Management, LLC | 0.58% | Reduce -59.5% | 65,198 | $5.7M |
| Boomfish Wealth Group, LLC | 3.03% | Add +33.7% | 65,108 | $5.7M |
| CreativeOne Wealth, LLC | 0.14% | Reduce -2.8% | 64,617 | $5.6M |
| Legacy Private Trust Co. | 0.33% | Add +2020.8% | 64,154 | $5.6M |
| Csenge Advisory Group | 0.25% | Add +1.2% | 62,728 | $5.5M |
| CWC Advisors, LLC. | 2.60% | Reduce -4.3% | 61,724 | $5.4M |
| TD Asset Management Inc | 0.00% | No change | 59,873 | $5.2M |
| Perseverance Asset Management International | 0.75% | No change | 59,100 | $5.2M |
| NBT Bank, N.A. | 0.33% | Reduce -2.3% | 87 | $5.1M |
| Refined Wealth Management | 3.40% | Reduce -1.6% | 58,006 | $5.1M |
| Arax Advisory Partners | 0.15% | New | 57,668 | $5.0M |
| Hixon Zuercher, LLC | 1.52% | Reduce -2.3% | 57,570 | $5.0M |
| Global Retirement Partners, LLC | 0.09% | Add +22.9% | 57,388 | $5.0M |
| Wedbush Securities Inc. | 0.14% | Add +9.2% | 56,867 | $5.0M |
| LYNX Capital Group Ltd. | 2.25% | Add +0.0% | 56,414 | $4.9M |
| Fiduciary Financial Group, LLC | 0.69% | Add +178.9% | 55,948 | $4.9M |
| O'Domhnaill Enterprises, Inc. | 4.57% | — | 55,930 | $4.9M |
| Capstone Wealth Management Group, LLC | 2.01% | Add +448.1% | 55,007 | $4.8M |
| Fisher Asset Management | 0.00% | Reduce -58.1% | 53,930 | $4.7M |
| Banco Santander, S.A. | 0.04% | Reduce -2.8% | 53,830 | $4.7M |
| International Private Wealth Advisors LLC | 2.95% | Reduce -1.8% | 53,682 | $4.7M |
| LCW Services, LLC | 2.49% | — | 53,564 | $4.7M |
| Benin Management CORP | 1.04% | New | 53,408 | $4.7M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -50.9% | 53,362 | $4.7M |
| Afg Fiduciary Services Limited Partnership | 2.78% | Reduce -24.0% | 53,325 | $4.6M |
| Ballew Advisors, Inc | 2.61% | Add +1.0% | 52,798 | $4.6M |
| Riggs Asset Managment Co. Inc. | 0.93% | Add +45.3% | 52,952 | $4.6M |
| IPG Investment Advisors LLC | 0.80% | Add +33.4% | 52,476 | $4.6M |
| Triumph Capital Management | 0.99% | Reduce -0.6% | 52,385 | $4.6M |
| Eq LLC | 1.31% | Add +47.7% | 52,306 | $4.6M |
| Bulltick Wealth Management, LLC | 0.96% | Reduce -45.3% | 51,926 | $4.5M |
| Eley Financial Management, Inc | 1.62% | Add +1.3% | 51,646 | $4.5M |
| Natixis | 0.02% | Add +10.3% | 51,318 | $4.5M |
| Aspect Partners, LLC | 1.96% | Reduce -2.6% | 51,297 | $4.5M |
| Group One Trading LLC | 0.13% | New | 50,230 | $4.4M |
| Shelton Wealth Management, LLC | 1.91% | Reduce -2.1% | 50,229 | $4.4M |
| GeoWealth Management, LLC | 0.16% | Add +6.0% | 49,961 | $4.4M |
| Valtinson Bruner Financial Planning LLC | 1.22% | Reduce -1.3% | 48,702 | $4.2M |
| Milestones Private Investment Advisors LLC | 2.88% | Reduce -12.3% | 47,983 | $4.2M |
| Walleye Trading LLC | 0.07% | Add +315.6% | 47,857 | $4.2M |
| Private Wealth Advisors, LLC | 1.49% | Reduce -10.1% | 47,530 | $4.1M |
| Advisors Preferred, LLC | 0.67% | Add +5841.5% | 47,532 | $4.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -67.3% | 46,408 | $4.0M |
| Summit Securities Group LLC | 0.71% | Add +298.3% | 45,800 | $4.0M |
| First Trust Advisors LP | 0.00% | Add +1.4% | 45,484 | $4.0M |
| Sigma Planning Corp | 0.11% | Add +0.0% | 45,336 | $3.9M |
| Smith & Howard Wealth Management, LLC | 0.90% | Add +40.6% | 45,000 | $3.9M |
| Squarepoint Ops LLC | 0.01% | Reduce -31.3% | 44,948 | $3.9M |
| Archer Investment Management, LLC | 2.11% | Reduce -27.4% | 44,911 | $3.9M |
| XTX Topco Ltd | 0.10% | New | 44,320 | $3.9M |
| Atlas Private Wealth Advisors | 0.90% | Add +0.7% | 44,304 | $3.9M |
| Beirne Wealth Consulting Services, LLC | 1.12% | Add +3.7% | 44,243 | $3.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -48.5% | 43,397 | $3.8M |
| Matauro, LLC | 0.57% | New | 43,073 | $3.8M |
| Verus Capital Partners, LLC | 0.25% | Add +14.6% | 42,871 | $3.7M |
| Midwest Heritage Bank, FSB | 1.28% | Add +6.5% | 42,670 | $3.7M |
| Tortoise Investment Management, LLC | 0.33% | Reduce -0.1% | 42,634 | $3.7M |
| Robinson Value Management, Ltd. | 1.98% | Reduce -1.2% | 41,986 | $3.7M |
| Transamerica Financial Advisors, LLC | 0.30% | Reduce -2.7% | 41,419 | $3.6M |
| Prelude Capital Management, LLC | 0.27% | Reduce -47.0% | 41,400 | $3.6M |
| Latitude Advisors, LLC | 1.58% | Add +2.1% | 41,262 | $3.6M |
| Miller Financial Services LLC | 4.18% | Add +14.6% | 40,920 | $3.6M |
| Spectrum Strategic Capital Management, LLC | 1.89% | Add +121.8% | 40,807 | $3.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.9% | 40,776 | $3.6M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -12.4% | 40,593 | $3.5M |
| Fortis Group Advisors, LLC | 0.59% | Reduce -59.7% | 40,590 | $3.5M |
| Sims Investment Management, LLC | 1.24% | Add +20.8% | 40,225 | $3.5M |
| Avos Capital Management, LLC | 1.53% | Reduce -74.5% | 40,204 | $3.5M |
| Wilmington Savings Fund Society, FSB | 0.08% | No change | 40,000 | $3.5M |
| Lazard Asset Management LLC | 0.01% | Reduce -4.1% | 39,527 | $3.4M |
| CoreCap Advisors, LLC | 0.12% | Reduce -7.3% | 39,347 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -41.1% | 39,197 | $3.4M |
| Intergy Private Wealth, LLC | 1.03% | Add +2.4% | 39,171 | $3.4M |
| Graham Capital Management, L.P. | 0.16% | No change | 38,000 | $3.3M |
| Virtue Capital Management, LLC | 0.51% | Add +28.7% | 37,992 | $3.3M |
| Geneos Wealth Management Inc. | 0.08% | Add +7.7% | 37,905 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +434.5% | 37,258 | $3.2M |
| Vontobel Holding Ltd. | 0.01% | Reduce -24.2% | 36,869 | $3.2M |
| WJ Financial Advisors LLC | 2.82% | Reduce -0.5% | 36,323 | $3.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -13.3% | 36,290 | $3.2M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.83% | Add +25.5% | 36,189 | $3.2M |
| BCM Advisors, LLC | 0.60% | Reduce -0.0% | 35,837 | $3.2M |
| Peregrine Asset Advisers, Inc. | 0.89% | Add +37.6% | 36,057 | $3.1M |
| Kiley Juergens Wealth Management, LLC | 0.68% | Reduce -3.3% | 35,774 | $3.1M |
| HighMark Wealth Management LLC | 1.26% | Add +1.2% | 35,511 | $3.1M |
| Juno Financial Group LLC | 1.24% | — | 35,449 | $3.1M |
| Itau Unibanco Holding S.A. | 0.08% | Reduce -54.8% | 35,000 | $3.1M |
| Coastal Bridge Advisors, LLC | 0.23% | Reduce -5.9% | 34,910 | $3.0M |
| Hikari Tsushin, Inc. | 0.20% | No change | 34,607 | $3.0M |
| Scotia Capital Inc. | 0.01% | Reduce -16.9% | 34,078 | $3.0M |
| Consilio Wealth Advisors, LLC | 0.87% | Reduce -0.6% | 34,010 | $3.0M |
| Creative Financial Designs Inc. | 0.19% | Add +25.6% | 33,973 | $3.0M |
| One Wealth Advisors, LLC | 0.36% | Add +336.7% | 33,841 | $2.9M |
| Aurora Private Wealth, Inc. | 1.94% | — | 33,685 | $2.9M |
| MA Private Wealth | 0.49% | Reduce -2.2% | 33,446 | $2.9M |
| WealthShield Partners, LLC | 0.32% | Reduce -16.5% | 33,400 | $2.9M |
| KM Capital Management Ltd. | 1.47% | Add +15.7% | 33,048 | $2.9M |
| RFG Advisory, LLC | 0.05% | Add +8.3% | 32,975 | $2.9M |
| James Investment Research, Inc. | 0.31% | Reduce -9.6% | 32,587 | $2.8M |
| Q3 Asset Management | 0.65% | New | 32,460 | $2.8M |
| Midwest Financial Group LLC | 1.24% | Add +2.2% | 32,293 | $2.8M |
| Creative Planning | 0.00% | Reduce -60.7% | 32,272 | $2.8M |
| Sjbenen Advisory, LLC | 2.91% | — | 97,200 | $2.8M |
| Insigneo Advisory Services, LLC | 0.20% | Reduce -38.3% | 32,160 | $2.8M |
| Investors Portfolio Services LLC | 2.49% | — | 31,780 | $2.8M |
| FDx Advisors, Inc. | 1.41% | Reduce -0.3% | 31,660 | $2.8M |
| Pilgrim Partners Asia Pte Ltd | 1.33% | Reduce -8.4% | 31,640 | $2.8M |
| Redwood Wealth Management Group, LLC | 1.15% | Add +21.6% | 31,463 | $2.7M |
| Cardinal Strategic Wealth Guidance | 0.72% | Add +5.7% | 31,409 | $2.7M |
| Timber Creek Capital Management LLC | 0.63% | Reduce -0.3% | 31,331 | $2.7M |
| Modern Wealth Management, LLC | 0.05% | Add +5.7% | 31,199 | $2.7M |
| Unique Wealth Strategies, LLC | 1.07% | Add +2.1% | 31,187 | $2.7M |
| William John Sempolinski | 1.33% | — | 30,980 | $2.7M |
| Heritage Wealth Management, Inc. | 1.75% | Add +4.1% | 30,930 | $2.7M |
| Independent Financial Group, LLC | 0.06% | Add +15.0% | 30,856 | $2.7M |
| Hancock Whitney Corp. | 0.05% | Add +455.1% | 30,476 | $2.7M |
| Cassaday & Co Wealth Management LLC | 0.06% | Reduce -0.1% | 30,132 | $2.6M |
| Westwood Holdings Group Inc. | 0.02% | Reduce -51.2% | 30,002 | $2.6M |
| Glaxis Capital Management, LLC | 4.48% | New | 30,000 | $2.6M |
| Panoramic Investment Advisors, LLC | 1.40% | Reduce -1.3% | 29,606 | $2.6M |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.65% | No change | 29,600 | $2.6M |
| PFG Investments, LLC | 0.12% | Reduce -7.5% | 29,594 | $2.6M |
| Clay Northam Wealth Management, LLC | 1.43% | Reduce -21.6% | 29,474 | $2.6M |
| Yoder Wealth Management, Inc. | 1.17% | Reduce -1.5% | 29,427 | $2.6M |
| Signature Wealth Management Group | 1.04% | Add +1.0% | 29,243 | $2.5M |
| Erickson Financial Group, LLC | 1.54% | Reduce -1.7% | 28,847 | $2.5M |
| Cadinha & Co. LLC | 0.38% | Reduce -1.1% | 28,267 | $2.5M |
| Titleist Asset Management, LLC | 0.20% | Add +8.5% | 28,249 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +33.5% | 27,854 | $2.4M |
| 4Thought Financial Group Inc. | 1.20% | Reduce -39.0% | 27,725 | $2.4M |
| Waverly Advisors, LLC | 0.02% | Reduce -2.6% | 27,666 | $2.4M |
| Mechanics Bank Trust Department | 0.32% | Reduce -24.4% | 27,659 | $2.4M |
| Wealthspire Retirement, LLC | 0.15% | Add +20.3% | 27,458 | $2.4M |
| Arvest Investments, Inc. | 0.33% | Reduce -0.2% | 27,299 | $2.4M |
| Compass Wealth Management, LLC | 0.97% | Reduce -40.7% | 27,052 | $2.4M |
| Arete Wealth Advisors, LLC | 0.16% | Add +3.4% | 26,992 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -23.7% | 26,684 | $2.3M |
| Spectrum Planning & Advisory Services Inc. | 1.19% | Add +36.5% | 26,537 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +9.3% | 26,427 | $2.3M |
| Tru Independence Asset Management 2, LLC | 1.44% | Reduce -7.5% | 26,310 | $2.3M |
| Level Four Advisory Services, LLC | 0.07% | Add +60.6% | 25,996 | $2.3M |
| Apeiron RIA LLC | 0.46% | New | 25,964 | $2.3M |
| GC Wealth Management RIA, LLC | 0.08% | Reduce -4.7% | 25,805 | $2.2M |
| Providence Capital Advisors, LLC | 0.38% | Add +3.4% | 25,696 | $2.2M |
| Pursue Wealth Partners LLC | 1.08% | Add +16.6% | 25,568 | $2.2M |
| Archford Capital Strategies, LLC | 0.26% | New | 25,535 | $2.2M |
| Trek Financial, LLC | 0.13% | Add +22.6% | 25,448 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | Reduce -82.9% | 25,361 | $2.2M |
| Formidable Asset Management, LLC | 0.32% | Add +7.1% | 24,556 | $2.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.08% | Reduce -17.8% | 25,030 | $2.2M |
| Illumine Investment Management, LLC | 1.58% | Add +0.6% | 24,866 | $2.2M |
| PFG Advisors | 0.10% | Add +57.8% | 24,437 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 0.57% | Add +9099.6% | 24,287 | $2.1M |
| Voya Financial Advisors, Inc. | 0.20% | Add +37.4% | 23,756 | $2.1M |
| Affinity Capital Advisors, LLC | 0.29% | Add +49.1% | 23,748 | $2.1M |
| Integrated Advisors Network LLC | 0.09% | Reduce -6.9% | 23,577 | $2.1M |
| Spire Wealth Management | 0.07% | Reduce -3.7% | 23,262 | $2.0M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +1.5% | 23,194 | $2.0M |
| Strategic Blueprint, LLC | 0.12% | Add +9.2% | 23,168 | $2.0M |
| Argyle Capital Partners, LLC | 1.47% | Reduce -19.5% | 23,151 | $2.0M |
| Alethea Capital Management, LLC | 0.98% | No change | 23,123 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 0.72% | Reduce -8.7% | 22,935 | $2.0M |
| Capital Square, LLC | 1.02% | Add +87.0% | 22,876 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -1.7% | 22,835 | $2.0M |
| Risk Paradigm Group, LLC | 1.90% | — | 22,659 | $2.0M |
| Wealth Alliance, LLC | 0.19% | Add +38.9% | 22,658 | $2.0M |
| Yukon Wealth Management, Inc. | 1.14% | Reduce -2.7% | 22,807 | $2.0M |
| Lake Street Private Wealth, LLC | 0.24% | Add +1.8% | 22,625 | $2.0M |
| Kovack Advisors, Inc. | 0.09% | Add +599.2% | 22,556 | $2.0M |
| PMV Capital Advisers, LLC | 3.58% | Add +15.6% | 22,546 | $2.0M |
| Dynamic Wealth Strategies, LLC | 1.16% | Add +14.0% | 22,444 | $2.0M |
| WealthPlan Investment Management, LLC | 0.12% | Reduce -3.4% | 22,411 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +15.4% | 22,319 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +17.2% | 32,092 | $1.9M |
| W1M Asset Management Ltd | 0.02% | New | 22,086 | $1.9M |
| Counterweight Ventures, LLC | 1.08% | Add +13.1% | 22,074 | $1.9M |
| Savior LLC | 6.93% | Add +198.9% | 22,021 | $1.9M |
| Clear Creek Financial Management, LLC | 0.16% | Add +2.3% | 21,913 | $1.9M |
| Values First Advisors, Inc. | 0.99% | Add +4.5% | 21,856 | $1.9M |
| RPg Family Wealth Advisory, LLC | 0.42% | Reduce -2.9% | 21,845 | $1.9M |
| Rakuten Securities, Inc. | 0.61% | Reduce -37.0% | 21,559 | $1.9M |
| MBA Advisors LLC | 0.76% | Reduce -4.0% | 21,533 | $1.9M |
| Signet Private Wealth LLC | 1.78% | — | 21,306 | $1.9M |
| McAdam, LLC | 0.08% | Reduce -4.8% | 21,262 | $1.9M |
| Keel Point, LLC | 0.11% | Add +1.1% | 21,165 | $1.8M |
| Silverlake Wealth Management LLC | 0.41% | Add +0.6% | 21,019 | $1.8M |
| Tiller Private Wealth, Inc. | 0.65% | Reduce -61.1% | 20,991 | $1.8M |
| Tempo Wealth, LLC | 0.32% | — | 20,765 | $1.8M |
| Lauer Wealth, LLC | 1.36% | Add +23.1% | 20,528 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -25.4% | 20,568 | $1.8M |
| Hoxton Planning & Management, LLC | 0.53% | Add +7.6% | 20,510 | $1.8M |
| 4WEALTH Advisors, Inc. | 1.55% | Add +3.0% | 20,475 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.75% | Reduce -0.1% | 20,236 | $1.8M |
| SteelPeak Wealth, LLC | 0.06% | Add +441.2% | 20,052 | $1.7M |
| Nottingham Advisors, Inc. | 0.24% | New | 19,906 | $1.7M |
| Regal Investment Advisors LLC | 0.10% | Add +107.3% | 19,135 | $1.7M |
| Mgo One Seven LLC | 0.03% | Reduce -22.5% | 19,071 | $1.7M |
| Boltwood Capital Management | 0.43% | Add +8.4% | 19,064 | $1.7M |
| AllGen Financial Advisors, Inc. | 0.39% | Reduce -51.0% | 18,941 | $1.7M |
| Blueprint Financial Advisors LLC | 0.25% | Add +54.9% | 18,921 | $1.6M |
| Shay Capital LLC | 0.26% | Add +3.4% | 18,716 | $1.6M |
| Camarda Financial Advisors, LLC | 0.62% | Reduce -2.6% | 18,691 | $1.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +292.7% | 18,608 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -26.2% | 18,505 | $1.6M |
| Empirical Asset Management, LLC | 0.45% | Add +4.3% | 18,463 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -56.6% | 18,393 | $1.6M |
| Redwood Investment Management, LLC | 0.18% | New | 18,271 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Reduce -29.6% | 18,191 | $1.6M |
| American Alpha Advisors, LLC | 0.98% | Add +25.7% | 17,853 | $1.6M |
| Tectonic Advisors LLC | 0.08% | Reduce -1.0% | 17,784 | $1.6M |
| Maridea Wealth Management LLC | 0.23% | Reduce -14.7% | 17,769 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +66.8% | 17,707 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.37% | Reduce -14.9% | 17,628 | $1.5M |
| RiverFront Investment Group, LLC | 0.03% | Add +13.2% | 17,438 | $1.5M |
| CFS Investment Advisory Services, LLC | 0.11% | Reduce -1.6% | 17,416 | $1.5M |
| Crabel Capital Management, LLC | 1.14% | Reduce -2.9% | 17,373 | $1.5M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 17,328 | $1.5M |
| Narus Financial Partners, LLC | 0.41% | Reduce -0.2% | 17,214 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Add +4.1% | 17,154 | $1.5M |
| Ascent Group, LLC | 0.05% | Reduce -6.9% | 17,142 | $1.5M |
| ORG Partners LLC | 0.27% | Add +425.6% | 17,131 | $1.5M |
| Natixis Advisors, LLC | 0.00% | New | 17,079 | $1.5M |
| Savvy Advisors, Inc. | 0.05% | Add +72.8% | 16,946 | $1.5M |
| Ravenstone Capital Management Inc. | 0.67% | Add +1.6% | 16,886 | $1.5M |
| Fidelis Capital Partners, LLC | 0.11% | New | 16,860 | $1.5M |
| VestGen Advisors, LLC | 0.06% | Add +7.9% | 16,837 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.40% | Add +5.5% | 16,732 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +25.5% | 16,720 | $1.5M |
| Goelzer Investment Management, Inc. | 0.07% | Add +1.4% | 16,639 | $1.5M |
| Lighthouse Investment Partners, LLC | 0.05% | Add +627.7% | 16,556 | $1.4M |
| Keating Financial Advisory Services, Inc. | 0.19% | — | 16,461 | $1.4M |
| Loomis Sayles & Co. L P | 0.00% | Add +9937.6% | 16,261 | $1.4M |
| Blueprint Investment Partners LLC | 0.15% | Add +32.2% | 16,258 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.5% | 16,253 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +7.0% | 16,131 | $1.4M |
| Stronghold Wealth Management L.L.C. | 2.08% | — | 16,135 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 16,050 | $1.4M |
| Roberts Financial Services LLC | 0.44% | Reduce -1.1% | 16,047 | $1.4M |
| Tempus Wealth Planning, LLC | 0.32% | Reduce -43.5% | 15,991 | $1.4M |
| Red Reef Advisors LLC | 1.40% | — | 15,829 | $1.4M |
| Triad Wealth Partners, LLC | 0.13% | Add +137.3% | 15,697 | $1.4M |
| Western Financial Corp | 0.54% | Reduce -0.7% | 15,533 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 15,435 | $1.3M |
| Etesian Wealth Advisors, Inc. | 0.42% | Reduce -10.9% | 15,413 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -3.3% | 15,409 | $1.3M |
| Capital Investment Counsel, Inc | 0.16% | Add +44.0% | 15,395 | $1.3M |
| RD Finance Ltd | 1.35% | Reduce -95.6% | 15,300 | $1.3M |
| Morse Asset Management, Inc | 0.27% | Reduce -12.7% | 15,093 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.00% | No change | 15,000 | $1.3M |
| DKM Wealth Management, Inc. | 0.97% | Reduce -33.6% | 14,970 | $1.3M |
| Becker Capital Management Inc. | 0.04% | No change | 14,830 | $1.3M |
| E&G Advisors, LLC | 0.29% | Add +1.1% | 14,824 | $1.3M |
| Nvwm, LLC | 0.28% | Reduce -1.3% | 14,700 | $1.3M |
| Van Hulzen Asset Management, LLC | 0.09% | Reduce -4.2% | 14,686 | $1.3M |
| Liberty Wealth Management LLC | 0.16% | Reduce -5.5% | 14,638 | $1.3M |
| Patton Albertson Miller Group, LLC | 0.15% | Reduce -0.8% | 14,494 | $1.3M |
| Arrow Investment Advisors, LLC | 1.40% | Reduce -2.5% | 14,474 | $1.3M |
| Matrix Trust Co | 0.21% | No change | 14,419 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -16.8% | 14,420 | $1.3M |
| Security Financial Services, INC. | 0.19% | Add +61.5% | 14,151 | $1.2M |
| United Advisor Group, LLC | 0.16% | Reduce -29.2% | 14,061 | $1.2M |
| Vise Technologies, Inc. | 0.02% | Add +5.4% | 13,912 | $1.2M |
| Claro Advisors Inc. | 0.17% | Add +13.3% | 13,896 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -16.8% | 13,872 | $1.2M |
| Roman Butler Fullerton & Co. | 0.32% | Add +129.4% | 13,725 | $1.2M |
| Advyzon Investment Management, LLC | 0.14% | Add +0.9% | 13,784 | $1.2M |
| Diversify Wealth Management, LLC | 0.06% | Add +175.7% | 13,659 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +31.7% | 13,470 | $1.2M |
| West Michigan Advisors, LLC | 0.27% | Add +163.2% | 13,437 | $1.2M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -31.5% | 13,319 | $1.2M |
| Smart Money Group LLC | 0.34% | Reduce -9.6% | 13,412 | $1.2M |
| VestGen Investment Management | 0.64% | Reduce -4.0% | 13,260 | $1.2M |
| Helium Advisors LLC | 1.16% | Add +19.9% | 13,185 | $1.1M |
| EFG International AG | 0.02% | — | 13,154 | $1.1M |
| Sunbelt Securities, Inc. | 0.08% | Reduce -1.9% | 13,063 | $1.1M |
| Mma Asset Management LLC | 0.40% | Add +66.4% | 13,002 | $1.1M |
| GDS Wealth Management | 0.07% | Reduce -8.3% | 12,973 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +290.4% | 12,930 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Add +7.3% | 12,931 | $1.1M |
| World Investment Advisors | 0.02% | Add +327.5% | 12,901 | $1.1M |
| Valtrion Capital Management, LLC | 1.12% | Add +3.3% | 12,881 | $1.1M |
| Integrity Advisory Solutions, LLC | 0.16% | Add +12.6% | 12,739 | $1.1M |
| Blair William & Co. | 0.00% | Add +6.7% | 12,586 | $1.1M |
| TFB Advisors LLC | 0.31% | Add +2.1% | 12,567 | $1.1M |
| FNY Investment Advisers, LLC | 0.31% | Reduce -75.2% | 12,380 | $1.1M |
| Alteri Wealth LLC | 0.35% | Add +0.1% | 12,352 | $1.1M |
| ONE Advisory Partners, LLC | 0.32% | Add +48.0% | 12,338 | $1.1M |
| Ground Swell Capital, LLC | 2.19% | New | 12,175 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +113.3% | 12,167 | $1.1M |
| FMR LLC | 0.00% | Add +7.4% | 12,140 | $1.1M |
| Summit Financial Consulting LLC | 0.76% | Reduce -6.8% | 12,067 | $1.1M |
| Milestone Asset Management, LLC | 0.20% | New | 12,022 | $1.0M |
| Centerline Wealth Advisors, LLC | 0.38% | Reduce -83.8% | 12,001 | $1.0M |
| Intrua Financial, LLC | 0.11% | Reduce -62.5% | 11,979 | $1.0M |
| Procyon Advisors, LLC | 0.05% | New | 11,959 | $1.0M |
| Paragon Capital Management Inc. | 0.80% | Reduce -0.4% | 11,901 | $1.0M |
| Cibc World Markets Corp. | 0.01% | — | 11,900 | $1.0M |
| Rooted Wealth Advisors, Inc. | 0.29% | Add +30.4% | 11,984 | $1.0M |
| Keebeck Wealth Management | 0.12% | Add +43.9% | 11,838 | $1.0M |
| Chesley Taft & Associates LLC | 0.04% | Add +4.6% | 11,811 | $1.0M |
| Burford Brothers, Inc. | 0.42% | Reduce -0.7% | 11,771 | $1.0M |
| Brookwood Investment Group LLC | 0.12% | Add +4.5% | 11,766 | $1.0M |
| CDKV Holdings LLC | 0.86% | — | 11,759 | $1.0M |
| Emergent Wealth Advisors, LLC | 0.57% | Reduce -11.0% | 11,715 | $1.0M |
| Waystone Advisors LLC | 0.87% | — | 11,677 | $1.0M |
| Cooper Financial Group | 0.11% | Add +274.6% | 11,653 | $1.0M |
| DV Trading LLC | 0.09% | — | 11,651 | $1.0M |
| WCG Wealth Advisors LLC | 0.03% | New | 11,551 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -13.0% | 11,523 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.0% | 11,283 | $983K |
| NewEdge Wealth, LLC | 0.01% | Add +5.9% | 11,275 | $983K |
| Choreo, LLC | 0.01% | Add +194.4% | 11,150 | $980K |
| Keybank National Association | 0.00% | Reduce -13.3% | 11,209 | $977K |
| Moors & Cabot, Inc. | 0.04% | Add +2.7% | 11,174 | $974K |
| M Holdings Securities, Inc. | 0.07% | New | 11,164 | $973K |
| Asempa Wealth Advisors | 0.84% | — | 11,144 | $971K |
| Causey Wealth LLC | 0.44% | Reduce -0.9% | 11,092 | $967K |
| Cresta Advisors, Ltd. | 0.41% | No change | 11,085 | $966K |
| Clear Investment Research, LLC | 1.60% | Add +1.9% | 11,046 | $963K |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -0.5% | 10,956 | $955K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -35.1% | 10,894 | $950K |
| Able Wealth Management LLC | 0.30% | Add +1.9% | 10,894 | $950K |
| Wealthgarden F.S. LLC | 0.62% | Reduce -5.0% | 10,667 | $942K |
| Omega Financial Group, LLC | 0.31% | Reduce -8.6% | 10,796 | $941K |
| Ibex Wealth Advisors | 0.09% | No change | 10,737 | $936K |
| StoneX Group Inc. | 0.04% | Add +190.9% | 10,447 | $911K |
| Caldwell Sutter Capital, Inc. | 0.39% | Reduce -3.6% | 10,432 | $909K |
| Continuum Advisory, LLC | 0.09% | Reduce -13.8% | 10,393 | $906K |
| Titiun Yejiel | 1.11% | — | 10,387 | $905K |
| True North Advisors, LLC | 0.12% | Add +14.4% | 10,360 | $903K |
| Hollencrest Capital Management | 0.03% | Add +7.9% | 10,344 | $902K |
| Polymer Capital Management (HK) LTD | 0.14% | No change | 10,294 | $897K |
| National Philanthropic Trust | 0.01% | Add +7.9% | 10,290 | $897K |
| United Asset Strategies, Inc. | 0.07% | Reduce -9.3% | 10,272 | $895K |
| Picton Mahoney Asset Management | 0.01% | No change | 10,000 | $872K |
| Slagle Financial, LLC | 0.30% | Add +34.1% | 9,961 | $868K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.19% | Reduce -58.7% | 9,852 | $859K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +3.2% | 9,631 | $846K |
| Shared Vision Wealth Group LLC | 0.34% | Add +25.2% | 9,518 | $841K |
| Alliance Wealth Advisors, LLC | 0.18% | Reduce -38.4% | 9,508 | $829K |
| Delos Wealth Advisors, LLC | 0.54% | Add +39.3% | 9,465 | $825K |
| HighPoint Advisor Group LLC | 0.02% | New | 9,435 | $822K |
| High Falls Advisors, Inc | 0.17% | Add +226.8% | 9,399 | $819K |
| Realta Investment Advisors | 0.27% | Add +30.7% | 9,380 | $818K |
| Wealthspire Advisors, LLC | 0.01% | Add +3222.0% | 9,368 | $816K |
| Kelly Financial Services LLC | 0.20% | Add +153.7% | 9,260 | $807K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -6.4% | 9,259 | $807K |
| Arrowroot Family Office, LLC | 0.29% | Reduce -11.4% | 9,249 | $806K |
| Patten Group, Inc. | 0.15% | New | 9,213 | $803K |
| Sun Life Financial Inc. | 0.04% | No change | 9,150 | $798K |
| Independence Wealth Advisors, LLC | 0.45% | — | 9,137 | $796K |
| Core Wealth Advisors, Inc. | 0.21% | Add +50.8% | 9,108 | $794K |
| FSB Premier Wealth Management, Inc. | 0.24% | Reduce -2.1% | 8,855 | $772K |
| One Capital Management, LLC | 0.02% | New | 8,805 | $767K |
| Catalyst Private Wealth, LLC | 0.33% | Reduce -0.7% | 8,746 | $762K |
| Lantern Wealth Advisors, LLC | 0.40% | Reduce -4.1% | 8,673 | $756K |
| Detalus Advisors, LLC | 0.18% | Add +11.4% | 8,641 | $753K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.52% | Reduce -2.8% | 8,575 | $753K |
| Leisure Capital Management | 0.25% | Reduce -8.7% | 8,575 | $747K |
| Merit Financial Group, LLC | 0.01% | Reduce -23.1% | 8,533 | $744K |
| Pacific Excel Wealth Advisors, Inc. | 1.39% | — | 8,469 | $738K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.24% | No change | 8,370 | $730K |
| Nwam LLC | 0.04% | Add +15.6% | 8,260 | $729K |
| AssuredPartners Investment Advisors, LLC | 0.11% | Add +183.2% | 8,354 | $728K |
| Pathstone Holdings, LLC | 0.00% | Reduce -60.0% | 8,345 | $727K |
| Brown Advisory Inc. | 0.00% | Reduce -24.2% | 8,313 | $725K |
| Bci Securities, Inc. | 6.25% | — | 8,305 | $724K |
| Stirlingshire Investments, Inc. | 0.62% | — | 7,971 | $695K |
| Reicon Wealth Advisors, LLC | 0.51% | — | 7,961 | $694K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.37% | — | 7,946 | $693K |
| Summit Wealth Group, LLC | 0.16% | Reduce -4.0% | 7,926 | $691K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -20.8% | 7,925 | $691K |
| Gotham Asset Management | 0.00% | Add +35.0% | 7,918 | $690K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -33.0% | 7,892 | $688K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +27.1% | 7,892 | $688K |
| Hobbs Group Advisors, LLC | 0.21% | Reduce -0.5% | 7,843 | $684K |
| Fairfield, Bush & Co. | 0.36% | Reduce -10.9% | 7,769 | $677K |
| Brooklyn Investment Group | 0.03% | New | 7,685 | $677K |
| J2 Capital Management Inc | 0.49% | Add +5.1% | 7,720 | $673K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.08% | — | 7,657 | $667K |
| MH & Associates Securities Management Corp. | 0.54% | — | 7,649 | $667K |
| Invictus Private Wealth, LLC | 0.04% | Add +0.4% | 7,639 | $666K |
| Tucker Asset Management LLC | 0.19% | Add +94.1% | 7,623 | $664K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -16.2% | 7,600 | $662K |
| Ascentis Independent Advisors | 0.11% | Reduce -34.6% | 7,581 | $661K |
| Arkos Global Advisors | 0.08% | No change | 7,542 | $657K |
| Private Trust Co. NA | 0.06% | Add +98.0% | 7,499 | $654K |
| Johnson Financial Group, Inc. | 0.02% | Add +2.5% | 7,493 | $653K |
| Vicus Capital | 0.05% | New | 7,193 | $627K |
| Lifetime Wealth Management P.C. | 0.39% | — | 7,116 | $620K |
| Headinvest, LLC | 0.12% | Reduce -12.2% | 7,110 | $620K |
| Sage Advisors, LLC | 0.41% | New | 7,061 | $615K |
| Carr Financial Group Corp | 0.16% | No change | 7,000 | $610K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -15.3% | 6,999 | $610K |
| EP Wealth Advisors, LLC | 0.00% | — | 6,974 | $608K |
| K2 Principal Fund, L.P. | 0.23% | New | 6,966 | $607K |
| Portside Wealth Group, LLC | 0.08% | Reduce -8.1% | 6,936 | $605K |
| Mayflower Financial Advisors, LLC | 0.07% | Add +34.3% | 6,882 | $600K |
| Midwest Trust Co | 0.01% | Reduce -2.5% | 6,868 | $599K |
| Aurelius Family Office LLC | 0.26% | Reduce -3.1% | 6,835 | $598K |
| Opal Capital LLC | 0.15% | — | 4,834 | $592K |
| Integrated Investment Consultants, LLC | 0.12% | Reduce -8.8% | 6,774 | $590K |
| Syntax Research, Inc. | 0.36% | Reduce -74.5% | 6,703 | $584K |
| Dentgroup LLC | 0.40% | Add +1.2% | 6,685 | $583K |
| Victory Financial Group, LLC | 0.07% | Reduce -28.6% | 6,627 | $578K |
| Caldwell Trust Co | 0.05% | Add +1038.7% | 6,627 | $578K |
| Bluefin Capital Management, LLC | 0.16% | New | 6,600 | $575K |
| Biltmore Family Office, LLC | 0.08% | No change | 6,593 | $575K |
| Solstein Capital, LLC | 0.23% | Add +3354.2% | 6,563 | $572K |
| Flatrock Wealth Partners LLC | 0.27% | — | 6,534 | $570K |
| Islay Capital Management, LLC | 0.34% | Reduce -19.0% | 6,534 | $570K |
| Life Line Wealth Management LLC | 0.17% | Add +2.5% | 6,465 | $564K |
| Westfuller Advisors, LLC | 0.23% | Reduce -3.4% | 6,406 | $558K |
| Global View Capital Management LLC | 0.10% | Add +19.0% | 6,400 | $558K |
| Elevated Capital Advisors, LLC | 0.13% | No change | 6,323 | $551K |
| LCNB Corp. | 0.18% | No change | 6,250 | $545K |
| Paces Ferry Wealth Advisors, LLC | 0.22% | Reduce -80.6% | 6,210 | $541K |
| American Asset Management Inc. | 0.46% | Add +12.3% | 6,202 | $541K |
| Principal Securities, Inc. | 0.01% | Reduce -55.0% | 6,201 | $541K |
| Bluedoor Private Wealth, LLC | 0.25% | — | 6,200 | $540K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -10.3% | 6,182 | $539K |
| Sage Advisory Services, Ltd.Co. | 0.29% | Reduce -29.2% | 6,162 | $537K |
| First Interstate Bank | 0.03% | Reduce -7.1% | 6,152 | $536K |
| Schroder Investment Management Group | 0.00% | No change | 6,100 | $536K |
| Personal Cfo Solutions, LLC | 0.08% | Reduce -1.0% | 6,136 | $535K |
| Wellington-Altus USA Inc. | 0.39% | — | 6,111 | $533K |
| BCGM Wealth Management, LLC | 0.14% | Add +79.5% | 6,097 | $531K |
| North Forty Two & Co. | 0.50% | Reduce -0.4% | 6,067 | $529K |
| First Citizens Bank & Trust Co. | 0.01% | Add +8.8% | 6,006 | $523K |
| Nkcfo LLC | 0.15% | No change | 6,000 | $523K |
| Greenland Capital Management LP | 0.08% | New | 6,000 | $523K |
| Accretive Wealth Partners, LLC | 0.16% | Reduce -4.3% | 5,998 | $523K |
| Keystone Financial Services | 0.16% | Reduce -5.6% | 5,998 | $523K |
| Avid Wealth Partners LLC | 0.26% | Reduce -21.2% | 5,997 | $523K |
| MY Wealth Management Inc. | 0.45% | Reduce -10.1% | 5,967 | $520K |
| Symmetry Partners, LLC | 0.03% | New | 5,940 | $518K |
| Focus Financial Network, Inc. | 0.02% | Reduce -25.8% | 5,921 | $516K |
| Keystone Financial Group | 0.04% | Reduce -15.1% | 5,902 | $514K |
| GK Wealth Management LLC | 0.38% | Add +4.6% | 5,882 | $513K |
| Coastwise Capital Group, LLC | 0.26% | Add +22.6% | 5,814 | $507K |
| Summit Financial Wealth Advisors, LLC | 0.07% | No change | 5,808 | $506K |
| Simon Quick Advisors, LLC | 0.02% | No change | 5,794 | $505K |
| Lewis Asset Management, LLC | 0.20% | Reduce -12.7% | 5,773 | $503K |
| Meridian Wealth Advisors, LLC | 0.07% | Add +13.1% | 5,757 | $502K |
| Westshore Wealth, LLC | 0.17% | Reduce -21.8% | 5,748 | $501K |
| Commerce Bank | 0.00% | Reduce -33.4% | 5,740 | $500K |
| Dedeker Financial LLC | 0.45% | — | 5,722 | $499K |
| MMBG Investment Advisors Co. | 0.04% | Reduce -7.3% | 5,644 | $492K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -26.4% | 5,633 | $491K |
| IFG Advisory, LLC | 0.02% | Add +2.8% | 5,628 | $491K |
| Independent Wealth Network Inc. | 0.15% | Reduce -0.4% | 5,562 | $485K |
| Vantage Point Financial LLC | 0.17% | New | 5,552 | $484K |
| Petra Financial Advisors Inc. | 0.28% | Reduce -39.6% | 5,502 | $480K |
| Gilman Hill Asset Management, LLC | 0.08% | Add +37.5% | 5,500 | $479K |
| Hyundai Investments Co., Ltd. | 0.47% | New | 5,456 | $479K |
| Osbon Capital Management LLC | 0.45% | — | 5,482 | $478K |
| Aprio Wealth Management, LLC | 0.03% | New | 5,420 | $472K |
| Regions Financial Corp. | 0.00% | Add +19.8% | 5,413 | $472K |
| First Commonwealth Financial Corp | 0.08% | Reduce -1.3% | 5,342 | $466K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -15.8% | 5,322 | $464K |
| Dorsey Wright & Associates | 0.10% | Reduce -8.7% | 5,303 | $462K |
| Money Concepts Capital Corp. | 0.03% | Add +22.6% | 5,295 | $461K |
| Howard Bailey Securities, LLC | 0.18% | Add +6.8% | 5,292 | $461K |
| Ieq Capital, LLC | 0.00% | Reduce -9.0% | 5,251 | $458K |
| Second Half Financial Partners, LLC | 0.20% | Reduce -28.0% | 5,234 | $456K |
| Range Advisory, LLC | 0.12% | — | 5,224 | $455K |
| University of Illinois Foundation | 0.15% | No change | 5,161 | $450K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -24.1% | 5,148 | $449K |
| Genesee Capital Advisors, LLC | 0.18% | New | 5,143 | $448K |
| Concorde Asset Management, LLC | 0.18% | Add +0.3% | 5,130 | $447K |
| Westside Investment Management, Inc. | 0.07% | Reduce -25.4% | 5,095 | $444K |
| Saxon Interests, Inc. | 0.16% | Reduce -0.4% | 5,071 | $442K |
| 5T Wealth, LLC | 0.18% | Add +9.3% | 5,069 | $442K |
| Maia Wealth LLC | 0.08% | Reduce -26.7% | 4,951 | $442K |
| CCG Wealth Management, LLC | 0.19% | New | 5,065 | $441K |
| Fort Sheridan Advisors LLC | 0.06% | Reduce -3.0% | 5,045 | $440K |
| RIA Advisory Group LLC | 0.11% | Add +65.9% | 5,042 | $439K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -31.8% | 5,010 | $437K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.1% | 5,154 | $435K |
| Beto Financial Group, LLC | 0.29% | — | 5,001 | $433K |
| International Assets Investment Management, LLC | 0.03% | New | 4,953 | $432K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -82.8% | 4,940 | $431K |
| Summit Global Investments | 0.03% | Reduce -32.5% | 4,923 | $429K |
| Founders Financial Securities LLC | 0.03% | New | 4,876 | $425K |
| GWN Securities Inc. | 0.09% | Reduce -18.3% | 4,857 | $423K |
| Stokes Family Office, LLC | 0.04% | Add +37.6% | 4,824 | $420K |
| Boston Family Office LLC | 0.03% | New | 4,820 | $420K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -1.3% | 4,815 | $420K |
| Ballast Rock Private Wealth LLC | 0.26% | — | 4,799 | $418K |
| SimpliFi, Inc. | 0.18% | Add +32.5% | 4,785 | $417K |
| Websterrogers Financial Advisors, LLC | 0.12% | No change | 4,768 | $416K |
| Buck Wealth Strategies, LLC | 0.05% | Reduce -25.9% | 4,733 | $413K |
| RAM Investment Partners, LLC | 0.07% | Reduce -2.0% | 4,718 | $411K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | Reduce -66.3% | 4,700 | $410K |
| Sloy Dahl & Holst, LLC | 0.05% | Reduce -11.2% | 4,660 | $406K |
| Kestra Investment Management, LLC | 0.01% | Add +2.2% | 4,658 | $406K |
| Core Wealth Partners LLC | 0.18% | Reduce -32.6% | 4,638 | $404K |
| Werba Rubin Papier Wealth Management | 0.11% | Add +2.3% | 4,637 | $404K |
| Florida Financial Advisors, LLC | 0.11% | Reduce -19.9% | 4,631 | $404K |
| Bingham Private Wealth, LLC | 0.35% | — | 4,604 | $401K |
| Dara Capital Us, Inc. | 0.35% | — | 4,590 | $400K |
| Guardian Partners Inc. | 0.03% | Reduce -57.8% | 4,625 | $400K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -7.2% | 4,569 | $398K |
| Wolverine Asset Management LLC | 0.02% | No change | 4,532 | $395K |
| CX Institutional | 0.01% | Add +11.1% | 4,537 | $395K |
| Vista Investment Partners Ii, LLC | 0.17% | New | 4,519 | $394K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +29.4% | 4,517 | $394K |
| Running Point Capital Advisors, LLC | 0.11% | Reduce -0.0% | 4,490 | $391K |
| Caitlin John, LLC | 0.26% | Add +81.5% | 4,475 | $390K |
| Balefire, LLC | 0.08% | Reduce -5.4% | 4,464 | $389K |
| Theory Financial LLC | 0.13% | New | 4,374 | $386K |
| Estate Counselors, LLC | 0.03% | Reduce -31.3% | 4,425 | $386K |
| Annex Advisory Services, LLC | 0.01% | Reduce -12.9% | 4,424 | $386K |
| Rothschild Capital Partners, LLC | 0.09% | Add +34.1% | 4,417 | $385K |
| Advisory Alpha, LLC | 0.01% | Reduce -6.3% | 4,413 | $385K |
| Capital Advisors Wealth Management, LLC | 0.05% | Reduce -33.6% | 4,405 | $384K |
| Embree Financial Group | 0.05% | Add +35.0% | 4,401 | $384K |
| Coordinated Financial Services, Inc. | 0.22% | Add +22.3% | 4,397 | $383K |
| Visionary Wealth Advisors | 0.02% | Reduce -11.5% | 4,389 | $383K |
| Howe & Rusling Inc. | 0.03% | Add +10.4% | 4,385 | $382K |
| Wedgewood Investors Inc. | 0.43% | No change | 4,372 | $381K |
| Davies Financial Advisors, Inc. | 0.70% | Reduce -73.2% | 4,354 | $379K |
| Parallel Advisors, LLC | 0.01% | Add +311.1% | 4,288 | $374K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -29.9% | 4,254 | $371K |
| Ehrlich Financial Group | 0.21% | Reduce -65.1% | 4,233 | $369K |
| Cahill Financial Advisors Inc. | 0.04% | Add +13.1% | 4,191 | $365K |
| Western Wealth Management, LLC | 0.02% | Add +47.9% | 4,180 | $364K |
| Valmark Advisers, Inc. | 0.00% | Add +18.6% | 4,159 | $362K |
| Maripau Wealth Management LLC | 0.16% | Reduce -4.9% | 4,090 | $356K |
| Balboa Wealth Partners | 0.06% | Add +15.0% | 4,086 | $356K |
| Axim Planning & Wealth | 0.38% | Add +13.9% | 4,058 | $354K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -89.0% | 4,051 | $353K |
| Mather Group, Llc. | 0.00% | Add +13.3% | 4,007 | $349K |
| X-Square Capital, LLC | 0.11% | No change | 4,000 | $349K |
| Great Hill Capital LLC | 0.24% | Add +4.0% | 4,000 | $349K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +60.0% | 4,000 | $349K |
| Wilkins Miller Wealth Management, LLC | 0.21% | Reduce -22.9% | 3,983 | $347K |
| Briaud Financial Planning Inc | 0.09% | Reduce -45.6% | 3,977 | $347K |
| Cypress Wealth Services, LLC | 0.05% | Add +25.1% | 3,955 | $345K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.8% | 3,926 | $342K |
| TSA Wealth Managment LLC | 0.11% | Add +36.8% | 3,921 | $342K |
| Advus Financial Partners, LLC | 0.08% | Reduce -4.4% | 3,913 | $341K |
| D.B. Root & Company, LLC | 0.08% | Reduce -43.6% | 3,877 | $338K |
| Sequent Planning LLC | 0.09% | Add +23.6% | 3,832 | $334K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -32.7% | 3,829 | $334K |
| Weaver Consulting Group | 0.08% | No change | 3,811 | $332K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -35.0% | 3,757 | $332K |
| Ranch Capital Advisors Inc. | 0.12% | Add +1.1% | 3,805 | $332K |
| Chicago Capital, LLC | 0.01% | No change | 3,800 | $331K |
| UMB Bank, n.a. | 0.00% | Reduce -8.0% | 3,799 | $331K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +3.8% | 3,775 | $329K |
| Juncture Wealth Strategies, LLC | 0.11% | New | 3,767 | $328K |
| Avior Wealth Management, LLC | 0.01% | Add +35.9% | 3,762 | $328K |
| Friedenthal Financial | 0.17% | Add +3.9% | 3,756 | $327K |
| Berger Financial Group, Inc | 0.02% | Reduce -19.8% | 3,753 | $327K |
| Lansing Street Advisors | 0.08% | Add +0.2% | 3,731 | $325K |
| Watershed Private Wealth LLC | 0.10% | Add +0.0% | 3,633 | $317K |
| Sunpointe, LLC | 0.10% | Reduce -0.2% | 3,591 | $313K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -22.7% | 3,579 | $312K |
| Cardiff Park Advisors, LLC | 0.03% | Add +2.0% | 3,561 | $310K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.5% | 3,532 | $308K |
| Kiker Wealth Management, LLC | 10.20% | Reduce -95.0% | 3,529 | $308K |
| Proficio Capital Partners LLC | 0.02% | New | 3,519 | $307K |
| Cannell & Spears LLC | 0.01% | No change | 3,510 | $306K |
| Investment Planning Advisors, Inc. | 0.09% | Add +4.5% | 3,485 | $304K |
| Zhang Financial LLC | 0.01% | New | 3,483 | $304K |
| Magnus Financial Group LLC | 0.02% | Add +19.7% | 3,481 | $303K |
| Moneco Advisors, LLC | 0.02% | Reduce -34.6% | 3,462 | $302K |
| Firethorn Wealth Partners, LLC | 0.11% | Add +36.1% | 3,456 | $301K |
| Arwa LLC | 0.18% | — | 3,448 | $301K |
| Calton & Associates, Inc. | 0.04% | New | 3,427 | $299K |
| Beacon Financial Group | 0.03% | Add +8.7% | 3,425 | $299K |
| AlphaCore Capital LLC | 0.01% | Add +10197.0% | 3,398 | $296K |
| Integrated Wealth Management | 0.33% | — | 3,367 | $293K |
| Navis Wealth Advisors, LLC | 0.12% | No change | 3,346 | $292K |
| Fiduciary Alliance LLC | 0.02% | Reduce -38.9% | 3,325 | $290K |
| Cox Capital Mgt LLC | 0.18% | Add +5.1% | 3,282 | $288K |
| Golden State Wealth Management, LLC | 0.03% | Add +9.7% | 3,306 | $288K |
| Swan Global Investments, LLC | 0.01% | Add +37.5% | 3,300 | $288K |
| AQR Capital Management | 0.00% | Reduce -3.5% | 3,283 | $286K |
| A4 Wealth Advisors LLC | 0.24% | New | 3,226 | $281K |
| Acorn Wealth Advisors, LLC | 0.08% | Add +4.8% | 3,213 | $280K |
| Cedar Wealth Management, LLC | 0.08% | No change | 3,195 | $278K |
| Morling Financial Advisors, LLC | 0.09% | Add +56.0% | 3,194 | $278K |
| Navigation Wealth Management, Inc. | 0.41% | Add +17.7% | 3,189 | $278K |
| Gateway Wealth Partners, LLC | 0.03% | Add +10.7% | 3,150 | $275K |
| Cadent Capital Advisors, LLC | 0.07% | Reduce -6.2% | 3,149 | $274K |
| Tandem Financial, LLC | 0.33% | Add +29.2% | 3,139 | $274K |
| Fonville Wealth Management LLC | 0.06% | Add +0.3% | 3,132 | $273K |
| Smith, Moore & Co. | 0.02% | Reduce -3.1% | 3,106 | $271K |
| Prostatis Group LLC | 0.06% | Reduce -0.1% | 3,094 | $270K |
| NFSG Corp | 0.04% | Add +20.2% | 3,086 | $269K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -3.5% | 3,093 | $269K |
| Mascagni Wealth Management, Inc. | 0.20% | Add +1.1% | 3,080 | $268K |
| Cloud Capital Management, LLC | 0.13% | Add +0.3% | 3,054 | $266K |
| Intellectus Partners, LLC | 0.05% | Add +0.2% | 3,051 | $266K |
| Entelevest, LLC | 0.27% | — | 3,043 | $265K |
| CENTRAL TRUST Co | 0.01% | No change | 3,032 | $264K |
| Synergy Asset Management, LLC | 0.03% | New | 3,008 | $262K |
| SkyOak Wealth, LLC | 0.05% | No change | 3,000 | $261K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +25.8% | 2,971 | $259K |
| PUREfi Wealth, LLC | 0.20% | New | 2,955 | $258K |
| Compass Ion Advisors, LLC | 0.02% | No change | 2,950 | $257K |
| Vanguard Capital Wealth Advisors | 0.20% | Reduce -25.1% | 2,910 | $254K |
| Foster Victor Wealth Advisors, LLC | 0.01% | New | 2,880 | $253K |
| RCS Financial Planning, LLC | 0.11% | New | 2,895 | $252K |
| SGL Investment Advisors, Inc. | 0.10% | Add +20.5% | 2,870 | $251K |
| Oxbow Advisors, LLC | 0.02% | No change | 2,860 | $249K |
| Hudock, Inc. | 0.04% | Add +1.2% | 2,855 | $249K |
| Busey Bank | 0.01% | Reduce -2.4% | 2,853 | $249K |
| Portfolio Resources Advisor Group, Inc. | 0.25% | — | 2,836 | $247K |
| Fortress Private Ledger, LLC | 0.08% | Reduce -18.3% | 2,834 | $247K |
| Unique Wealth, LLC | 0.03% | Add +3.5% | 2,815 | $245K |
| Whittier Trust Co. | 0.00% | Add +2.8% | 2,809 | $245K |
| Main Street Group, LTD | 0.08% | Add +7.7% | 2,787 | $243K |
| NWF Advisory Services Inc. | 0.03% | New | 2,787 | $243K |
| Strategy Asset Managers LLC | 0.04% | Reduce -5.5% | 2,737 | $239K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -16.5% | 2,716 | $237K |
| HCR Wealth Advisors | 0.02% | Reduce -41.2% | 2,709 | $236K |
| Byrne Financial Freedom, LLC | 0.11% | New | 2,700 | $235K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -9.1% | 2,698 | $235K |
| Visionary Horizons, LLC | 0.12% | No change | 2,679 | $234K |
| Element Wealth, LLC | 0.10% | Add +7.0% | 2,678 | $233K |
| Rice Partnership, LLC | 0.03% | Add +2.1% | 2,675 | $233K |
| BAM Wealth Management, LLC | 0.17% | Reduce -17.6% | 2,665 | $232K |
| Sankala Group LLC | 0.19% | — | 2,552 | $232K |
| RMG Wealth Management LLC | 0.03% | New | 1,142 | $231K |
| CPC Advisors, LLC | 0.02% | Add +2.2% | 2,649 | $231K |
| DecisionMap Wealth Management, LLC | 0.14% | Reduce -77.9% | 2,646 | $231K |
| RDA Financial Network | 0.06% | No change | 2,646 | $231K |
| Winter & Associates, Inc. | 0.21% | — | 2,622 | $229K |
| Kingdom Financial Group LLC. | 0.07% | New | 2,622 | $229K |
| Gilpin Wealth Management, LLC | 0.18% | — | 2,605 | $227K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 2,608 | $227K |
| Canandaigua National Trust Co of Florida | 0.14% | No change | 2,600 | $227K |
| Investor's Fiduciary Advisor Network, LLC | 0.05% | New | 2,603 | $226K |
| SpringVest Wealth Management LLC | 0.16% | Reduce -11.0% | 2,580 | $225K |
| Walkner Condon Financial Advisors LLC | 0.03% | No change | 2,577 | $225K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -37.0% | 2,574 | $224K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -27.8% | 2,574 | $224K |
| Philadelphia Trust Co. | 0.02% | New | 2,559 | $223K |
| QP Wealth Management, LLC | 0.20% | — | 2,557 | $223K |
| XML Financial, LLC | 0.02% | New | 2,556 | $223K |
| Rathbones Group PLC | 0.00% | Reduce -31.4% | 2,550 | $222K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -26.5% | 2,545 | $222K |
| Morton Capital Management LLC | 0.03% | New | 2,535 | $221K |
| Fortis Advisors, LLC | 0.12% | New | 2,511 | $219K |
| Dearborn Partners LLC | 0.01% | No change | 2,500 | $218K |
| Marshall Financial Group, LLC | 0.04% | Add +10.1% | 2,489 | $217K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Add +1.4% | 2,485 | $217K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 2,484 | $217K |
| Centric Wealth Management | 0.05% | Reduce -0.3% | 2,500 | $216K |
| Tiemann Investment Advisors, LLC | 0.08% | Reduce -2.0% | 2,475 | $216K |
| T3 Companies, LLC | 0.28% | — | 2,450 | $214K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -4.2% | 2,440 | $213K |
| iA Global Asset Management Inc. | 0.00% | Add +1.5% | 2,433 | $212K |
| Davidson Trust Co. | 0.09% | New | 2,430 | $212K |
| Shelton Capital Management | 0.00% | Reduce -2.8% | 2,400 | $209K |
| Confluence Investment Management LLC | 0.00% | Reduce -92.7% | 2,399 | $209K |
| HUB Investment Partners, LLC | 0.01% | Add +744.6% | 2,365 | $206K |
| Larry Mathis Financial Planning, LLC | 0.18% | — | 2,363 | $206K |
| Austin Private Wealth, LLC | 0.02% | Reduce -58.9% | 2,336 | $204K |
| Frontier Asset Management, LLC | 0.05% | Reduce -5.3% | 2,327 | $203K |
| Polaris Investment Advisors, LLC | 0.15% | — | 2,319 | $202K |
| Sovereign Financial Group, Inc. | 0.04% | Add +1.1% | 2,315 | $202K |
| Carroll Advisory Group, LLC | 0.09% | — | 2,314 | $202K |
| Signature Estate & Investment Advisors LLC | 0.00% | Add +1.9% | 2,314 | $202K |
| TruWealth Advisors, LLC | 0.01% | Reduce -0.9% | 2,311 | $201K |
| Quest 10 Wealth Builders, Inc. | 0.18% | Add +22.1% | 2,298 | $200K |
| SageView Advisory Group, LLC | 0.01% | New | 2,273 | $198K |
| Murphy & Mullick Capital Management Corp | 0.14% | Reduce -11.5% | 2,186 | $191K |
| Pflug Koory, LLC | 0.09% | No change | 2,109 | $184K |
| Community Bank, N.A. | 0.02% | New | 2,060 | $180K |
| Strategic Investment Solutions, Inc. | 0.04% | Reduce -48.7% | 2,058 | $179K |
| Wallace Hart LLC | 0.13% | New | 2,039 | $178K |
| MPWM Advisory Solutions, LLC | 0.10% | Add +1.5% | 2,026 | $177K |
| Pingora Partners LLC | 0.11% | Reduce -4.8% | 2,000 | $174K |
| Blue Trust, Inc. | 0.00% | Add +3.3% | 1,967 | $171K |
| Hunting Hill Global Capital, LLC | 0.16% | New | 1,867 | $163K |
| Sound Income Strategies, LLC | 0.01% | Add +368.4% | 1,822 | $160K |
| Vision Retirement, LLC | 0.04% | — | 1,829 | $159K |
| Robbins Farley | 0.07% | Reduce -92.4% | 1,825 | $159K |
| Ransom Advisory, Ltd | 0.06% | New | 1,825 | $159K |
| Gen-Wealth Partners Inc | 0.05% | Add +9.7% | 1,774 | $155K |
| Maryland Capital Advisors Inc. | 0.05% | No change | 1,772 | $154K |
| Ballast Advisors LLC | 0.04% | Reduce -18.0% | 1,767 | $154K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -64.3% | 1,619 | $141K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -7.1% | 1,606 | $140K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 2,000 | $139K |
| Capital Analysts, LLC | 0.00% | Add +543.5% | 1,493 | $130K |
| Lanark Financial, Inc. | 0.01% | Add +12.0% | 1,470 | $128K |
| Purpose Unlimited Inc. | 0.01% | — | 1,450 | $126K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -4.7% | 1,449 | $126K |
| Wells Financial Advisors INC | 0.22% | No change | 1,352 | $118K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.3% | 1,350 | $118K |
| Copia Wealth Management | 0.08% | Reduce -1.3% | 1,268 | $111K |
| Fairscale Capital, LLC | 0.07% | No change | 1,220 | $106K |
| Kings Path Partners LLC | 0.04% | Reduce -0.8% | 1,214 | $106K |
| FWL Investment Management, LLC | 0.03% | Add +92.0% | 1,200 | $105K |
| Marathon Trading Investment Management LLC | 0.01% | Reduce -49.0% | 1,112 | $97K |
| Fourth Dimension Wealth, LLC | 0.04% | Reduce -22.0% | 1,111 | $97K |
| Rothschild Investment LLC | 0.01% | Reduce -98.3% | 1,100 | $96K |
| Curio Wealth, LLC | 0.03% | New | 1,043 | $92K |
| Ancora Advisors LLC | 0.00% | Reduce -8.7% | 1,047 | $91K |
| Finley Financial, LLC | 0.04% | No change | 1,040 | $91K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -9.6% | 1,027 | $89K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +10.6% | 1,020 | $89K |
| Q Fund Management (Hong Kong) Ltd | 0.08% | No change | 1,000 | $87K |
| Brentview Investment Management LLC | 0.04% | No change | 1,000 | $87K |
| Macquarie Group Ltd. | 0.00% | No change | 1,000 | $87K |
| Parkside Financial Bank & Trust | 0.01% | No change | 993 | $87K |
| Larson Financial Group LLC | 0.00% | Reduce -29.9% | 940 | $82K |
| Networth Advisors, LLC | 0.06% | — | 932 | $81K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 928 | $81K |
| Concord Wealth Partners | 0.01% | New | 888 | $77K |
| Rossby Financial, LCC | 0.02% | Add +7.5% | 878 | $77K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -49.8% | 845 | $74K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 825 | $72K |
| Boyd Watterson Asset Management LLC | 0.02% | New | 814 | $71K |
| Financial Network Wealth Advisors LLC | 0.07% | Add +0.1% | 813 | $71K |
| Bayban | 0.06% | — | 804 | $70K |
| Signaturefd, LLC | 0.00% | Add +6.5% | 801 | $70K |
| Equitec Proprietary Markets, LLC | 0.34% | No change | 800 | $70K |
| Evolution Wealth Management Inc. | 0.06% | Add +560.5% | 786 | $69K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.4% | 783 | $68K |
| Bessemer Group Inc. | 0.00% | Add +5.0% | 760 | $66K |
| KERR FINANCIAL PLANNING Corp | 0.09% | Add +93.0% | 747 | $66K |
| Wealth Watch Advisors, INC | 0.02% | Reduce -0.5% | 741 | $65K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +1.6% | 625 | $54K |
| Luminist Capital LLC | 0.07% | Reduce -85.0% | 614 | $54K |
| Hartford Financial Management Inc. | 0.01% | No change | 608 | $53K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 604 | $53K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 593 | $52K |
| Maseco LLP | 0.00% | New | 580 | $51K |
| SouthState Bank Corp | 0.00% | No change | 544 | $47K |
| Winthrop Capital Management, LLC | 0.01% | Add +1.9% | 524 | $46K |
| WFA of San Diego, LLC | 0.03% | No change | 519 | $45K |
| Tidemark, LLC | 0.01% | Reduce -0.8% | 514 | $45K |
| Signature Equity Partners, LLC | 0.02% | — | 507 | $44K |
| Financial Consulate, Inc. | 0.01% | Add +25200.0% | 506 | $44K |
| Canton Hathaway, LLC | 0.01% | Add +12.2% | 489 | $43K |
| Colonial Trust Co / SC | 0.01% | No change | 465 | $41K |
| Highline Wealth Partners LLC | 0.01% | No change | 450 | $39K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 445 | $39K |
| Clean Yield Group | 0.01% | No change | 440 | $38K |
| Estate Planners Group, LLC | 0.02% | — | 440 | $38K |
| Pacifica Partners Inc. | 0.02% | Add +0.2% | 436 | $38K |
| Van Eck Associates Corp. | 0.00% | Add +8.9% | 429 | $37K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 420 | $37K |
| Albion Financial Group | 0.00% | New | 409 | $36K |
| Anfield Capital Management, LLC | 0.01% | No change | 395 | $34K |
| Tsfg, LLC | 0.01% | Reduce -39.1% | 385 | $34K |
| Stone House Investment Management, LLC | 0.01% | Add +1066.7% | 385 | $34K |
| Wellington Grp LLC | 0.01% | — | 383 | $33K |
| Trust Co. of Vermont | 0.00% | Add +90.5% | 381 | $33K |
| Bokf, NA | 0.00% | Reduce -95.3% | 365 | $32K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 357 | $31K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | — | 352 | $31K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -51.9% | 336 | $29K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -24.6% | 334 | $29K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 335 | $29K |
| Eastern Bank | 0.00% | Add +51.6% | 329 | $29K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -9.2% | 317 | $28K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.6% | 314 | $27K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Add +1.7% | 306 | $27K |
| Pioneer Family Office, LLC | 0.02% | — | 297 | $26K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -20.3% | 294 | $26K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -4.9% | 290 | $25K |
| Raffa Wealth Management, LLC | 0.00% | No change | 287 | $25K |
| Barrett & Company, Inc. | 0.01% | No change | 286 | $25K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -63.7% | 270 | $24K |
| MidFirst Bank | 0.00% | — | 259 | $23K |
| Optima Capital LLC | 0.01% | Reduce -95.5% | 248 | $22K |
| Winch Advisory Services, LLC | 0.00% | Add +1.2% | 244 | $21K |
| Valley Wealth Managers, Inc. | 0.00% | New | 240 | $21K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 237 | $21K |
| Investors Research Corp | 0.00% | No change | 217 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +2.4% | 214 | $19K |
| West Branch Capital LLC | 0.00% | Add +1.5% | 209 | $18K |
| Coastline Trust Co | 0.00% | Reduce -40.9% | 207 | $18K |
| Financial Perspectives, Inc | 0.00% | New | 202 | $18K |
| Peachtree Investment Partners, LLC | 0.01% | New | 200 | $17K |
| Safe Harbor Fiduciary, LLC | 0.02% | — | 198 | $17K |
| RHL Group, LLC | 0.01% | — | 185 | $16K |
| Dogwood Wealth Management LLC | 0.01% | Add +123.5% | 181 | $16K |
| Daytona Street Capital LLC | 0.01% | — | 175 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 171 | $15K |
| Summer Road LLC | 0.01% | No change | 170 | $15K |
| Park Place Capital Corp | 0.00% | Reduce -67.5% | 170 | $15K |
| Key Financial Inc | 0.00% | Add +320.0% | 168 | $15K |
| Hurley Capital, LLC | 0.01% | Add +0.6% | 164 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 153 | $13K |
| EPG Wealth Management LLC | 0.00% | Reduce -11.3% | 142 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 140 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 136 | $12K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Reduce -65.7% | 132 | $12K |
| WealthCollab, LLC | 0.00% | New | 128 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +121.8% | 122 | $11K |
| CKW Financial Group | 0.00% | No change | 116 | $10K |
| Atlantic Union Bankshares Corp | 0.00% | Add +78.1% | 114 | $10K |
| Lummis Asset Management, LP | 0.01% | New | 110 | $10K |
| Marshall & Sterling Wealth Advisors Inc. | 0.01% | Reduce -92.0% | 102 | $9K |
| Clayton Financial Group LLC | 0.00% | New | 100 | $9K |
| SHP Wealth Management | 0.00% | — | 100 | $9K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 100 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 99 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 96 | $8K |
| Ameriflex Group, Inc. | 0.00% | Reduce -62.7% | 91 | $8K |
| Affinity Wealth LLC | 0.01% | No change | 90 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | New | 87 | $8K |
| Atlantic Private Wealth, LLC | 0.00% | Add +1.2% | 86 | $8K |
| Sachetta, LLC | 0.00% | New | 85 | $7K |
| Tompkins Financial Corp. | 0.00% | No change | 85 | $7K |
| PayPay Securities Corp | 0.21% | Add +19.1% | 81 | $7K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 80 | $7K |
| Archer Investment Corp | 0.00% | Reduce -9.2% | 79 | $7K |
| Fortitude Family Office, LLC | 0.00% | Reduce -59.9% | 79 | $7K |
| Bfsg, LLC | 0.00% | Add +178.6% | 78 | $7K |
| Advanced Asset Management Advisors Inc | 0.00% | Add +50.0% | 75 | $7K |
| Midwest Capital Advisors, LLC | 0.00% | Add +1.4% | 74 | $6K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.4% | 71 | $6K |
| Paladin Partners, LLC | 0.00% | — | 70 | $6K |
| Olistico Wealth, LLC | 0.00% | New | 70 | $6K |
| McMillan Office, Inc. | 0.00% | — | 65 | $6K |
| Imprint Wealth LLC | 0.03% | Reduce -50.0% | 64 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 64 | $6K |
| Independence Bank of Kentucky | 0.00% | No change | 63 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | Add +1900.0% | 60 | $5K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -88.4% | 58 | $5K |
| Federated Hermes, Inc. | 0.00% | New | 55 | $5K |
| NWK Group, Inc. | 0.00% | Reduce -87.3% | 53 | $5K |
| Park Square Financial Group, LLC | 0.03% | Reduce -85.1% | 52 | $5K |
| Nova Wealth Management, Inc. | 0.00% | Add +145.0% | 49 | $4K |
| Anchor Investment Management, LLC | 0.00% | Add +2.2% | 47 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 46 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 46 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 45 | $4K |
| IMG Wealth Management, Inc. | 0.00% | New | 41 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 41 | $4K |
| United Financial Planning Group LLC | 0.00% | Reduce -71.0% | 40 | $3K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -4.9% | 39 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | — | 35 | $3K |
| Lodestone Wealth Management LLC | 0.00% | New | 35 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 37 | $3K |
| SJS Investment Consulting Inc. | 0.00% | New | 33 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 29 | $3K |
| Nvest Wealth Strategies, Inc. | 0.00% | — | 27 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 25 | $2K |
| Wagner Wealth Management, LLC | 0.00% | New | 23 | $2K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 26 | $2K |
| Coston, McIsaac & Partners | 0.00% | New | 30 | $2K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -94.9% | 18 | $2K |
| Ankerstar Wealth, LLC | 0.00% | — | 21 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 15 | $1K |
| HHM Wealth Advisors, LLC | 0.00% | New | 13 | $1K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 13 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 12 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +20.0% | 12 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 10 | $871 |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 9 | $784 |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 8 | $697 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 7 | $648 |
| Darwin Wealth Management, LLC | 0.00% | Reduce -99.8% | 5 | $513 |
| New Republic Capital, LLC | 0.00% | No change | 3 | $261 |
| Indiana Trust & Investment Management Co | 0.00% | New | 2 | $174 |
| Kilter Group LLC | 0.00% | Reduce -99.8% | 1 | $105 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $87 |
| Covestor Ltd | 0.00% | No change | 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.