iShares 20+ Year Treasury BDTLTETF
13F holders, Q1 2026 (March 31)1,101holders −53
102new positions
154sold out
6famous investors
$86.68avg. 13F price*
At the end of Q1 2026, 1,101 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, down 53 from Q4 2025. 102 opened new positions and 154 sold out. The largest holders were Bank of America Corp. ($7.3B), Northwestern Mutual Wealth Management Co. ($3.8B) and BlackRock, Inc. ($2.4B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares 20+ Year Treasury BD
- CUSIP
- 464287432
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $553.5M |
| Exits | 154 | $966.3M |
All 13F filers, Q4 2025 → Q1 2026: 32,671,711 shares bought and 96,521,417 shares sold, net −63,849,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,101 holders
| Bank of America Corp. | 0.54% | Reduce -22.4% | 84,597,929 | $7.3B |
| Northwestern Mutual Wealth Management Co. | 2.37% | Add +2.9% | 44,380,392 | $3.8B |
| BlackRock, Inc. | 0.04% | Add +9.0% | 27,179,948 | $2.4B |
| Rafferty Asset Management, LLC | 8.11% | Reduce -24.2% | 23,042,423 | $2.0B |
| Bank of Montreal | 0.56% | Add +45.1% | 15,673,327 | $1.4B |
| UBS Group AG | 0.23% | Reduce -5.9% | 15,117,551 | $1.3B |
| Citigroup Inc. | 0.82% | Reduce -39.9% | 14,831,361 | $1.3B |
| Morgan Stanley | 0.06% | Reduce -41.8% | 11,164,372 | $967.8M |
| Susquehanna International Group, LLP | 0.63% | Add +26.9% | 5,568,945 | $482.8M |
| LPL Financial LLC | 0.12% | Add +10.5% | 5,201,859 | $450.9M |
| Wells Fargo & Company | 0.08% | Add +7.0% | 4,766,530 | $413.2M |
| Envestnet Asset Management Inc. | 0.11% | Add +19.7% | 4,690,658 | $406.6M |
| Barclays PLC | 0.12% | Reduce -52.7% | 3,889,034 | $337.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -61.2% | 3,488,131 | $302.7M |
| Mackenzie Financial Corp. | 0.33% | Reduce -9.7% | 3,197,900 | $277.2M |
| Alliancebernstein L.P. | 0.09% | Add +6.0% | 3,020,419 | $263.3M |
| Ameriprise Financial Inc. | 0.06% | Add +14.0% | 2,907,009 | $258.2M |
| Raymond James Financial Inc. | 0.07% | Add +17.4% | 2,763,343 | $239.6M |
| Brevan Howard Capital Management LP | 2.46% | Add +1618.8% | 2,750,000 | $238.4M |
| Harvest Portfolios Group Inc. | 3.93% | Reduce -12.0% | 2,744,301 | $237.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +95.3% | 2,648,721 | $229.6M |
| BNP Paribas Financial Markets | 0.14% | Add +210.8% | 2,373,581 | $205.8M |
| Stifel Financial Corp. | 0.18% | Add +62.5% | 2,301,407 | $199.5M |
| Hantz Financial Services, Inc. | 2.79% | Reduce -25.9% | 2,109,798 | $182.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.51% | Reduce -17.4% | 2,064,549 | $179.0M |
| Vantagepoint Investment Advisers LLC | 1.50% | Reduce -0.7% | 2,039,385 | $176.8M |
| Royal Bank of Canada | 0.03% | Reduce -16.3% | 1,835,843 | $159.1M |
| Jane Street Group, LLC | 0.16% | Reduce -84.7% | 1,649,335 | $143.0M |
| Janney Montgomery Scott LLC | 0.30% | Reduce -3.9% | 1,413,633 | $122.5M |
| Truist Financial Corp. | 0.16% | Add +4.4% | 1,369,840 | $118.8M |
| Assetmark, Inc. | 0.24% | Reduce -6.1% | 1,343,362 | $116.5M |
| Rockefeller Capital Management L.P. | 0.19% | Reduce -5.2% | 1,253,148 | $108.6M |
| Hamilton Capital Partners Inc. | 3.49% | Reduce -8.6% | 1,198,918 | $103.9M |
| Citadel Advisors | 0.07% | New | 1,182,018 | $102.5M |
| AIA Group Ltd | 1.28% | Reduce -5.0% | 1,012,308 | $87.8M |
| Cetera Investment Advisers | 0.09% | Add +6.0% | 982,608 | $85.2M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -3.2% | 952,050 | $82.5M |
| US Bancorp \de | 0.10% | Add +3.3% | 951,499 | $82.5M |
| WestEnd Advisors, LLC | 1.97% | Add +5.9% | 943,366 | $81.8M |
| Ally Financial Inc. | 9.42% | No change | 873,000 | $75.7M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -8.6% | 849,393 | $73.6M |
| Osaic Holdings, Inc. | 0.11% | Reduce -2.6% | 830,511 | $72.0M |
| HighTower Advisors, LLC | 0.07% | Add +29.0% | 808,615 | $70.1M |
| Disciplina Capital Management LLC | 7.31% | Add +6.1% | 795,504 | $69.0M |
| TD Private Client Wealth LLC | 1.33% | Add +5.4% | 738,417 | $64.0M |
| National Bank of Canada | 0.06% | Reduce -7.2% | 731,506 | $63.4M |
| IHT Wealth Management, LLC | 1.46% | Add +45.8% | 722,236 | $62.6M |
| WS Management LLLP | 6.94% | Add +29.3% | 612,300 | $53.1M |
| Simplex Trading, LLC | 1.63% | New | 608,012 | $52.7M |
| GenWealth Group, Inc. | 8.57% | New | 577,770 | $50.1M |
| AlTi Global, Inc. | 1.06% | Add +8.5% | 564,985 | $48.9M |
| AE Wealth Management LLC | 0.26% | Add +145.0% | 558,877 | $48.4M |
| IFP Advisors, Inc | 1.00% | Add +15.7% | 556,110 | $48.2M |
| Cadence Wealth Management LLC | 19.96% | Reduce -4.0% | 551,775 | $47.8M |
| State Street Corp. | 0.00% | Reduce -45.8% | 551,379 | $47.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -45.8% | 542,350 | $47.0M |
| Townsend & Associates, Inc | 3.93% | Add +3.3% | 525,755 | $45.6M |
| Rock Creek Group LLC | 4.50% | Add +1.1% | 512,961 | $44.5M |
| Alkeon Capital Management LLC | 0.20% | No change | 511,000 | $44.3M |
| Old Mission Capital LLC | 1.01% | Add +125.9% | 493,061 | $42.7M |
| PEAK6 LLC | 1.23% | Add +260.3% | 491,196 | $42.6M |
| New Harbor Financial Group, LLC | 7.58% | Add +10.9% | 481,593 | $41.7M |
| Toronto Dominion Bank | 0.08% | Reduce -72.8% | 480,203 | $41.6M |
| Ocean Park Asset Management, LLC | 2.30% | Add +249.8% | 459,600 | $39.8M |
| Victory Capital Management Inc. | 0.03% | Reduce -17.8% | 457,810 | $39.7M |
| Marex Group Ltd | 0.41% | Reduce -30.4% | 457,375 | $39.6M |
| Concurrent Investment Advisors, LLC | 0.42% | Reduce -16.4% | 448,241 | $38.9M |
| Bank of New York Mellon Corp | 0.01% | Add +8.4% | 444,657 | $38.5M |
| Millennium Management | 0.03% | Reduce -56.6% | 440,470 | $38.2M |
| Bell Investment Advisors, Inc | 5.78% | Reduce -1.0% | 426,169 | $36.9M |
| Krilogy Financial LLC | 1.14% | Add +8.1% | 409,326 | $35.3M |
| Trilogy Capital Inc. | 1.52% | Add +31.6% | 392,657 | $34.0M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -5.1% | 392,161 | $34.0M |
| Meeder Asset Management Inc. | 1.91% | Reduce -24.4% | 384,326 | $33.3M |
| HSBC Holdings PLC | 0.02% | Reduce -73.0% | 376,752 | $32.8M |
| Trek Financial, LLC | 1.74% | Add +1383.7% | 377,582 | $32.7M |
| Jones Financial Companies LLLP | 0.01% | Add +31.5% | 360,890 | $30.9M |
| Summit Financial, LLC | 0.39% | Reduce -4.4% | 355,054 | $30.8M |
| Prudential PLC | 0.23% | Add +77.1% | 348,168 | $30.2M |
| Third View Private Wealth, LLC | 4.06% | Add +10.2% | 342,204 | $29.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.20% | Add +6.0% | 330,442 | $28.5M |
| Willis Johnson & Associates, Inc. | 1.61% | Add +18.8% | 318,426 | $27.6M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.1% | 317,709 | $27.5M |
| Deutsche Bank AG | 0.01% | Add +22.3% | 315,000 | $27.3M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Add +15.6% | 314,430 | $27.3M |
| Avior Wealth Management, LLC | 0.77% | Add +8213.2% | 312,742 | $27.1M |
| Himension Capital (singapore) Pte. LTD. | 2.06% | Add +4.9% | 309,510 | $26.8M |
| Farther Finance Advisors, LLC | 0.25% | Add +5.2% | 303,951 | $26.2M |
| Mariner, LLC | 0.03% | Add +31.7% | 298,353 | $25.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.52% | Reduce -1.5% | 295,620 | $25.6M |
| Tudor Investment Corporation | 0.14% | Add +137.9% | 295,449 | $25.6M |
| SBI Securities Co., Ltd. | 0.70% | Reduce -4.5% | 295,062 | $25.6M |
| Kestra Private Wealth Services, LLC | 0.31% | Reduce -0.9% | 286,188 | $24.8M |
| Simplicity Wealth,LLC | 1.39% | Add +16.5% | 282,912 | $24.5M |
| Journey Strategic Wealth LLC | 0.60% | Add +0.7% | 280,556 | $24.3M |
| Scarborough Advisors, LLC | 2.62% | New | 276,273 | $24.0M |
| Karpus Management, Inc. | 0.74% | New | 273,415 | $23.7M |
| Insight 2811, Inc. | 10.22% | Add +5.8% | 271,172 | $23.5M |
| OneDigital Investment Advisors LLC | 0.23% | Reduce -24.6% | 265,919 | $23.1M |
| Gould Asset Management LLC | 3.95% | Add +3.4% | 262,280 | $22.7M |
| MML Investors Services, LLC | 0.06% | Reduce -22.5% | 260,167 | $22.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Reduce -51.9% | 255,020 | $22.1M |
| LMR Partners LLP | 0.26% | New | 255,000 | $22.1M |
| Scopus Asset Management, L.P. | 0.67% | No change | 246,549 | $21.4M |
| FORM Wealth Advisors, LLC | 2.49% | Add +67.2% | 245,164 | $21.3M |
| Gladius Capital Management LP | 16.25% | New | 245,000 | $21.2M |
| Integrity Alliance, Llc. | 0.80% | Add +11.6% | 241,953 | $21.0M |
| Dakota Wealth Management | 0.44% | Add +13.3% | 236,563 | $20.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 5.57% | Add +15.2% | 236,117 | $20.5M |
| Elequin Capital, LP | 6.34% | New | 395,380 | $20.3M |
| Fifth Third Bancorp | 0.04% | Add +97.1% | 230,322 | $20.0M |
| NewEdge Advisors, LLC | 0.07% | Reduce -5.7% | 222,662 | $19.3M |
| Osborne Partners Capital Management, LLC | 1.02% | Add +1.4% | 221,687 | $19.2M |
| GM Advisory Group, LLC | 0.73% | Reduce -2.0% | 218,628 | $19.0M |
| Pinnacle Financial Partners, Inc. | 0.14% | Add +5.2% | 215,134 | $18.7M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 13.81% | Add +2420.5% | 216,130 | $18.4M |
| Granite Bay Wealth Management, LLC | 3.88% | Add +9.3% | 210,379 | $18.2M |
| BOS Asset Management, LLC | 4.63% | Reduce -0.1% | 208,279 | $18.1M |
| Strong Tower Advisory Services | 3.38% | Add +15.4% | 207,051 | $17.9M |
| Quaker Wealth Management, LLC | 5.53% | Add +3.7% | 204,130 | $17.7M |
| Royal Fund Management, LLC | 1.67% | Add +0.1% | 200,732 | $17.4M |
| Centaurus Financial, Inc. | 0.83% | Add +1.1% | 200,691 | $17.4M |
| Carrera Capital Advisors | 2.62% | Add +15.9% | 196,390 | $17.0M |
| Venture Visionary Partners LLC | 0.56% | Add +30.8% | 194,536 | $16.9M |
| West Family Investments, Inc. | 5.84% | Add +14.5% | 152,632 | $16.7M |
| Independent Advisor Alliance | 0.18% | Add +174.7% | 191,149 | $16.6M |
| Balyasny Asset Management L.P. | 0.03% | New | 189,435 | $16.4M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -24.4% | 184,439 | $16.0M |
| Exencial Wealth Advisors, LLC | 0.50% | Add +0.1% | 184,171 | $16.0M |
| Occidental Asset Management, LLC | 1.87% | Add +6.2% | 182,470 | $15.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +54.5% | 180,833 | $15.7M |
| Centiva Capital, LP | 0.73% | New | 180,400 | $15.6M |
| MY Wealth Management Inc. | 15.13% | Add +2777.8% | 171,721 | $15.6M |
| WJ Interests, LLC | 5.91% | Add +10.5% | 177,390 | $15.4M |
| &partners | 0.08% | Reduce -3.9% | 176,716 | $15.3M |
| Nolet Wealth Management, LLC | 8.67% | Add +37.4% | 175,686 | $15.2M |
| Checchi Capital Advisers, LLC | 1.02% | Add +49.1% | 171,613 | $14.9M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +17.7% | 169,801 | $14.7M |
| Private Advisor Group, LLC | 0.07% | Reduce -13.1% | 169,520 | $14.7M |
| Elevation Point Wealth Partners, LLC | 0.34% | Add +30.1% | 166,167 | $14.4M |
| Fund Evaluation Group, LLC | 0.43% | No change | 160,500 | $13.9M |
| SlateStone Wealth, LLC | 1.15% | Add +12.3% | 160,339 | $13.9M |
| Prospera Financial Services Inc | 0.22% | Reduce -1.3% | 157,414 | $13.6M |
| Cultivar Capital, Inc. | 8.61% | Add +6.3% | 155,375 | $13.5M |
| Empowered Funds, LLC | 0.09% | New | 155,647 | $13.4M |
| Marino Management, LLC | 2.45% | No change | 154,653 | $13.4M |
| One Day In July LLC | 1.05% | Add +1.3% | 151,038 | $13.1M |
| Concentric Capital Strategies, LP | 1.12% | New | 148,419 | $12.9M |
| Kaydan Wealth Management, Inc. | 4.30% | Reduce -0.3% | 148,381 | $12.9M |
| Transmarket Holdings LP | 6.79% | New | 146,723 | $12.7M |
| Wealth Management Associates, Inc. | 4.38% | Add +4.9% | 146,168 | $12.7M |
| Merit Financial Group, LLC | 0.09% | Add +1594.3% | 144,578 | $12.5M |
| Kingsview Wealth Management, LLC | 0.17% | Reduce -39.8% | 143,944 | $12.5M |
| Horizon Investments, LLC | 0.14% | Reduce -57.0% | 144,934 | $12.5M |
| Oppenheimer & Co. Inc. | 0.15% | Add +20.9% | 143,476 | $12.4M |
| Clarity Financial LLC | 1.35% | Add +5.3% | 143,376 | $12.4M |
| Greenup Street Wealth Management LLC | 1.71% | Add +3.7% | 140,467 | $12.2M |
| ExodusPoint Capital Management, LP | 0.12% | New | 139,984 | $12.1M |
| Quadrant Private Wealth Management, LLC | 1.86% | Add +9.9% | 138,391 | $12.0M |
| Granby Capital Management, LLC | 6.86% | No change | 138,000 | $12.0M |
| Castleark Management LLC | 0.39% | Add +45.2% | 137,270 | $11.9M |
| Strategic Investment Advisors / MI | 0.82% | Add +4.6% | 137,321 | $11.9M |
| Wealthfront Advisers LLC | 0.03% | Add +19.9% | 136,718 | $11.9M |
| Richard W. Paul & Associates, LLC | 3.98% | Add +5.1% | 136,243 | $11.8M |
| Brookstone Capital Management | 0.13% | Add +10.7% | 135,590 | $11.8M |
| Cibc World Market Inc. | 0.02% | Reduce -24.6% | 135,468 | $11.7M |
| Advisory Services Network, LLC | 0.15% | Reduce -19.3% | 134,093 | $11.6M |
| Horst & Graben Wealth Management LLC | 1.59% | Add +1.4% | 134,273 | $11.6M |
| Cwm, LLC | 0.03% | Reduce -35.0% | 130,849 | $11.3M |
| 1832 Asset Management L.P. | 0.01% | New | 130,544 | $11.3M |
| Cavalier Investments, LLC | 2.90% | Add +20.7% | 129,941 | $11.3M |
| High Note Wealth, LLC | 2.21% | Add +7.3% | 129,749 | $11.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +21.5% | 129,053 | $11.1M |
| Sharkey, Howes & Javer | 1.50% | Reduce -45.4% | 128,247 | $11.1M |
| Procyon Advisors, LLC | 0.53% | Add +948.4% | 125,383 | $10.9M |
| Alerus Financial NA | 0.53% | Add +5.0% | 124,161 | $10.8M |
| FPC Investment Advisory, Inc. | 5.33% | Add +4.6% | 123,238 | $10.7M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +13.6% | 123,003 | $10.7M |
| Sicart Associates LLC | 2.73% | No change | 122,505 | $10.6M |
| Sovran Advisors, LLC | 0.82% | Add +7.9% | 121,604 | $10.4M |
| Itau Unibanco Holding S.A. | 0.25% | Add +242.9% | 120,000 | $10.4M |
| Focus Partners Wealth | 0.01% | Add +14.2% | 119,750 | $10.4M |
| Atria Investments, Inc | 0.11% | Reduce -14.1% | 115,627 | $10.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -31.2% | 115,463 | $10.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -7.8% | 115,242 | $10.0M |
| Betterment LLC | 0.02% | Add +5.7% | 115,065 | $10.0M |
| Quinn Opportunity Partners LLC | 0.52% | No change | 115,000 | $10.0M |
| Heartwood Wealth Advisors LLC | 0.86% | Add +14.4% | 113,147 | $9.8M |
| Lido Advisors, LLC | 0.04% | Reduce -46.8% | 112,950 | $9.8M |
| Parallax Volatility Advisers, L.P. | 0.55% | Add +1.8% | 112,931 | $9.8M |
| Sjbenen Advisory, LLC | 8.16% | Add +15.6% | 112,400 | $9.7M |
| Axxcess Wealth Management, LLC | 0.31% | Add +1.2% | 111,920 | $9.7M |
| Privium Fund Management (UK) Ltd | 4.90% | New | 113,000 | $9.7M |
| Ethos Financial Group, LLC | 0.71% | Add +29.8% | 111,299 | $9.7M |
| U S Wealth Group, Llc. | 6.49% | Reduce -2.2% | 110,707 | $9.6M |
| Security Benefit Life Insurance Co. | 5.06% | No change | 110,000 | $9.5M |
| Braun-Bostich & Associates Inc. | 5.85% | Add +4.2% | 107,688 | $9.3M |
| Heck Capital Advisors, LLC | 0.69% | Reduce -3.0% | 107,557 | $9.3M |
| Hudson Bay Capital Management LP | 0.06% | Add +40.0% | 106,873 | $9.3M |
| Nationwide Fund Advisors | 0.40% | Reduce -66.8% | 105,613 | $9.2M |
| ShoreHaven Wealth Partners, LLC | 3.25% | Add +4.8% | 104,315 | $9.0M |
| Cerity Partners LLC | 0.01% | Add +35.8% | 104,260 | $9.0M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -6.9% | 103,931 | $9.0M |
| Teucrium Investment Advisors, LLC | 6.97% | New | 104,036 | $9.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | — | 103,130 | $8.9M |
| Bulltick Wealth Management, LLC | 1.96% | Add +97.6% | 102,604 | $8.9M |
| Evoke Wealth, LLC | 0.16% | Reduce -21.6% | 102,108 | $8.9M |
| New York Life Investment Management LLC | 0.07% | Add +7.4% | 101,941 | $8.8M |
| Perennial Investment Advisors, LLC | 0.70% | Add +8.8% | 101,647 | $8.8M |
| Benin Management CORP | 1.98% | Add +90.1% | 101,508 | $8.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.2% | 100,934 | $8.7M |
| Hilltop Holdings Inc. | 0.79% | Add +49.0% | 100,631 | $8.7M |
| Sharpepoint LLC | 5.19% | Add +8.3% | 100,315 | $8.7M |
| Arlington Capital Management, Inc. | 4.90% | Add +1.4% | 100,222 | $8.7M |
| Alphadyne Asset Management LP | 1.13% | Reduce -11.4% | 100,079 | $8.7M |
| Credit Agricole S A | 0.03% | Reduce -14.9% | 99,658 | $8.6M |
| Leo Wealth, LLC | 0.62% | Add +17.9% | 99,099 | $8.6M |
| Equitable Holdings, Inc. | 0.06% | Add +4.6% | 98,232 | $8.6M |
| Buffalo Business & Estate Services Ltd. | 1.23% | New | 97,625 | $8.5M |
| Choreo, LLC | 0.10% | Add +774.3% | 97,480 | $8.5M |
| Park Avenue Securities LLC | 0.07% | New | 97,312 | $8.4M |
| Arkadios Wealth Advisors | 0.14% | Add +20.7% | 96,257 | $8.3M |
| Basswood Capital Management, L.L.C. | 0.42% | No change | 96,154 | $8.3M |
| Corient Private Wealth LP | 0.01% | Reduce -4.1% | 96,151 | $8.3M |
| Fermata Advisors, LLC | 1.82% | Add +8.4% | 93,254 | $8.1M |
| IPG Investment Advisors LLC | 1.38% | Add +76.5% | 92,620 | $8.0M |
| First Horizon Corp. | 0.33% | Add +0.8% | 90,756 | $7.9M |
| Sierra Ocean, LLC | 6.41% | Add +2.4% | 90,023 | $7.8M |
| Kiker Wealth Management, LLC | 3.68% | Add +2419.6% | 88,918 | $7.7M |
| Northeast Financial Group, Inc. | 2.03% | Reduce -8.5% | 87,919 | $7.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +468.3% | 87,721 | $7.6M |
| Afg Fiduciary Services Limited Partnership | 4.45% | Add +63.4% | 87,125 | $7.5M |
| Smith & Howard Wealth Management, LLC | 1.62% | Add +84.4% | 83,000 | $7.5M |
| Harbour Investments, Inc. | 0.12% | Add +609.0% | 86,264 | $7.5M |
| Jefferies Financial Group Inc. | 0.09% | New | 85,050 | $7.4M |
| Cordoba Advisory Partners LLC | 2.03% | Reduce -0.3% | 84,542 | $7.3M |
| Birchbrook, Inc. | 3.56% | Add +4.3% | 83,704 | $7.3M |
| DAVENPORT & Co LLC | 0.04% | Reduce -1.4% | 82,134 | $7.1M |
| Bleakley Financial Group, LLC | 0.11% | New | 82,045 | $7.1M |
| Franklin Resources Inc. | 0.00% | Reduce -3.8% | 81,305 | $7.0M |
| LifeWealth Investments, LLC | 2.07% | Add +15.8% | 80,131 | $6.9M |
| Legacy Private Trust Co. | 0.43% | Add +24.7% | 80,018 | $6.9M |
| Niles Investment Management, LLC | 6.16% | New | 79,148 | $6.9M |
| Interactive Financial Advisors, Inc. | 4.45% | Reduce -0.7% | 78,474 | $6.8M |
| Worth Asset Management, LLC | 2.51% | Add +1.8% | 77,670 | $6.7M |
| Measured Wealth Private Client Group, LLC | 1.82% | Reduce -4.7% | 76,758 | $6.7M |
| Sagespring Wealth Partners, LLC | 0.12% | Reduce -6.5% | 76,020 | $6.6M |
| Canandaigua National Corp. | 0.59% | — | 75,755 | $6.6M |
| Custos Family Office, LLC | 4.53% | Reduce -4.1% | 75,381 | $6.5M |
| Verition Fund Management LLC | 0.07% | Reduce -72.3% | 75,282 | $6.5M |
| Moore Capital Management, LP | 0.26% | New | 75,000 | $6.5M |
| Brown Wealth Management, LLC | 1.67% | Add +4.1% | 74,978 | $6.5M |
| Sowell Financial Services LLC | 0.24% | Reduce -2.7% | 74,730 | $6.5M |
| Pallas Capital Advisors LLC | 0.24% | Reduce -10.0% | 74,468 | $6.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +179.0% | 74,453 | $6.5M |
| Captrust Financial Advisors | 0.01% | Reduce -12.4% | 73,202 | $6.3M |
| Berkeley Capital Partners, LLC | 1.46% | Add +5.8% | 72,661 | $6.3M |
| Rik Saylor Financial, Inc. | 4.78% | Reduce -0.3% | 72,547 | $6.3M |
| Triumph Capital Management | 1.29% | Add +38.4% | 72,489 | $6.3M |
| Encompass More Asset Management | 1.06% | Reduce -32.4% | 72,167 | $6.3M |
| Graham Capital Management, L.P. | 0.28% | Add +89.5% | 72,000 | $6.2M |
| CPR Investments Inc. | 4.09% | Reduce -7.9% | 70,722 | $6.1M |
| Vision Financial Markets LLC | 5.97% | New | 70,500 | $6.1M |
| Estate Counselors, LLC | 0.54% | Add +1487.6% | 70,250 | $6.1M |
| V2 Financial group LLC | 2.83% | Reduce -2.7% | 70,165 | $6.1M |
| Boomfish Wealth Group, LLC | 3.22% | Add +7.0% | 69,666 | $6.0M |
| Joule Financial, LLC | 1.75% | Reduce -0.5% | 69,499 | $6.0M |
| CWC Advisors, LLC. | 2.85% | Add +12.1% | 69,200 | $6.0M |
| Quotient Wealth Partners, LLC | 0.15% | Reduce -3.3% | 67,737 | $5.9M |
| Csenge Advisory Group | 0.27% | Add +7.8% | 67,603 | $5.9M |
| Cullen/Frost Bankers, Inc. | 0.07% | Reduce -13.6% | 67,206 | $5.8M |
| Advisors Preferred, LLC | 0.86% | Add +41.1% | 67,047 | $5.8M |
| Dorsey & Whitney Trust CO LLC | 0.32% | Reduce -0.2% | 66,837 | $5.8M |
| TCP Asset Management, LLC | 0.74% | New | 66,118 | $5.7M |
| Compound Planning, Inc. | 0.17% | Reduce -3.6% | 65,417 | $5.7M |
| CoreCap Advisors, LLC | 0.19% | Add +64.6% | 64,765 | $5.6M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -0.3% | 64,405 | $5.6M |
| IMC-Chicago, LLC | 0.08% | Reduce -67.8% | 63,718 | $5.5M |
| Optiver Holding B.V. | 0.21% | Reduce -80.9% | 63,656 | $5.5M |
| Sfmg, LLC | 0.37% | Reduce -17.7% | 62,754 | $5.4M |
| Private Wealth Advisors, LLC | 1.51% | Add +30.7% | 62,143 | $5.4M |
| International Private Wealth Advisors LLC | 3.26% | Add +14.6% | 61,518 | $5.3M |
| Natixis | 0.02% | Add +19.5% | 61,318 | $5.3M |
| Smith Salley Wealth Management | 0.27% | Reduce -21.6% | 60,895 | $5.3M |
| Hixon Zuercher, LLC | 1.64% | Add +5.6% | 60,811 | $5.3M |
| Riggs Asset Managment Co. Inc. | 1.07% | Add +13.6% | 60,128 | $5.2M |
| LYNX Capital Group Ltd. | 2.41% | Add +5.9% | 59,738 | $5.2M |
| Bank of Nova Scotia | 0.01% | Reduce -37.3% | 59,610 | $5.2M |
| Fiduciary Financial Group, LLC | 0.69% | Add +6.5% | 59,592 | $5.2M |
| Stephens Inc. | 0.06% | Reduce -35.8% | 59,082 | $5.1M |
| LCW Services, LLC | 2.54% | Add +10.2% | 59,019 | $5.1M |
| Lighthouse Investment Partners, LLC | 0.19% | Add +256.3% | 58,994 | $5.1M |
| TD Asset Management Inc | 0.00% | Reduce -3.2% | 57,949 | $5.0M |
| GLOBALT Investments LLC / GA | 0.18% | Reduce -32.5% | 57,005 | $4.9M |
| Foster & Motley Inc. | 0.25% | Reduce -14.1% | 56,450 | $4.9M |
| Eq LLC | 1.38% | Add +7.6% | 56,304 | $4.9M |
| Aspect Partners, LLC | 1.96% | Add +8.1% | 55,424 | $4.8M |
| Ballew Advisors, Inc | 2.69% | Add +4.3% | 55,065 | $4.8M |
| Midwest Heritage Bank, FSB | 1.53% | Add +28.9% | 54,988 | $4.8M |
| Professional Financial Advisors, LLC | 0.95% | New | 54,100 | $4.7M |
| Capitolis Liquid Global Markets LLC | 0.03% | — | 53,890 | $4.7M |
| Banco Santander, S.A. | 0.04% | No change | 53,830 | $4.7M |
| Tidal Investments LLC | 0.01% | Reduce -92.9% | 53,700 | $4.6M |
| Wedbush Securities Inc. | 0.13% | Reduce -8.0% | 52,314 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +33.3% | 52,257 | $4.5M |
| Monument Capital Management | 1.12% | New | 51,521 | $4.5M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Reduce -84.5% | 51,493 | $4.5M |
| Diversify Wealth Management, LLC | 0.08% | Add +279.7% | 51,864 | $4.4M |
| Soltis Investment Advisors LLC | 0.28% | New | 50,122 | $4.3M |
| Intrepid Family Office LLC | 3.77% | New | 50,000 | $4.3M |
| Shelton Wealth Management, LLC | 1.90% | Reduce -1.0% | 49,739 | $4.3M |
| Matauro, LLC | 0.62% | Add +15.0% | 49,519 | $4.3M |
| Milestones Private Investment Advisors LLC | 3.78% | Add +3.1% | 49,480 | $4.3M |
| Beacon Advisors Holdings, LLC | 2.28% | Reduce -51.4% | 49,201 | $4.3M |
| XTX Topco Ltd | 0.07% | Add +10.2% | 48,833 | $4.2M |
| Diesslin Group, Inc. | 1.90% | Reduce -43.1% | 48,621 | $4.2M |
| Composition Wealth, LLC | 0.06% | New | 48,256 | $4.2M |
| RS Crum Inc. | 0.80% | New | 47,610 | $4.1M |
| Gladstone Institutional Advisory LLC | 0.15% | Reduce -66.7% | 47,254 | $4.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.8% | 47,253 | $4.1M |
| Milestone Asset Management, LLC | 0.75% | Add +291.0% | 47,003 | $4.1M |
| Atlas Private Wealth Advisors | 0.95% | Add +5.5% | 46,760 | $4.1M |
| Valtinson Bruner Financial Planning LLC | 1.10% | Reduce -5.5% | 46,028 | $4.0M |
| Fisher Asset Management | 0.00% | Reduce -14.9% | 45,880 | $4.0M |
| Miller Financial Services LLC | 4.43% | Add +12.0% | 45,848 | $4.0M |
| Sims Investment Management, LLC | 1.44% | Add +12.3% | 45,175 | $3.9M |
| Timelo Investment Management Inc. | 5.34% | New | 45,000 | $3.9M |
| Foguth Wealth Management, LLC. | 0.45% | Reduce -32.4% | 45,464 | $3.9M |
| Beirne Wealth Consulting Services, LLC | 1.08% | Reduce 0.0% | 44,242 | $3.8M |
| Tortoise Investment Management, LLC | 0.32% | Add +3.5% | 44,109 | $3.8M |
| Latitude Advisors, LLC | 1.73% | Add +5.7% | 43,600 | $3.8M |
| Intergy Private Wealth, LLC | 1.09% | Add +9.6% | 42,926 | $3.7M |
| Integrity Wealth Partners, LLC | 3.35% | — | 42,876 | $3.7M |
| First Trust Advisors LP | 0.00% | Reduce -6.2% | 42,668 | $3.7M |
| Verus Capital Partners, LLC | 0.25% | Reduce -1.0% | 42,457 | $3.7M |
| 4Thought Financial Group Inc. | 1.82% | Add +53.1% | 42,450 | $3.7M |
| Coastal Bridge Advisors, LLC | 0.26% | Add +20.8% | 42,178 | $3.7M |
| NorthCoast Asset Management LLC | 0.08% | Reduce -64.6% | 42,170 | $3.7M |
| Purpose Unlimited Inc. | 0.15% | Add +2802.8% | 42,091 | $3.6M |
| Sigma Planning Corp | 0.10% | Reduce -7.4% | 41,989 | $3.6M |
| Robinson Value Management, Ltd. | 2.00% | Reduce -1.5% | 41,353 | $3.6M |
| Camarda Financial Advisors, LLC | 1.87% | Add +119.7% | 41,061 | $3.6M |
| Fortis Group Advisors, LLC | 0.58% | Add +0.9% | 40,977 | $3.5M |
| Apollon Wealth Management, LLC | 0.06% | Add +118.3% | 40,154 | $3.5M |
| Scotia Capital Inc. | 0.01% | Add +17.8% | 40,129 | $3.5M |
| Wilmington Savings Fund Society, FSB | 0.08% | No change | 40,000 | $3.5M |
| Spectrum Strategic Capital Management, LLC | 1.86% | Reduce -2.2% | 39,899 | $3.5M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -2.2% | 39,702 | $3.4M |
| Creative Planning | 0.00% | Add +22.7% | 39,608 | $3.4M |
| Transamerica Financial Advisors, LLC | 0.29% | Reduce -4.8% | 39,431 | $3.4M |
| Independent Financial Group, LLC | 0.08% | Add +27.7% | 39,412 | $3.4M |
| Creative Financial Designs Inc. | 0.20% | Add +13.6% | 38,581 | $3.3M |
| Lazard Asset Management LLC | 0.01% | Reduce -2.6% | 38,494 | $3.3M |
| Dorsey Wright & Associates | 0.41% | Add +611.2% | 37,717 | $3.3M |
| Juno Financial Group LLC | 1.28% | Add +6.3% | 37,683 | $3.3M |
| DRW Securities, LLC | 0.18% | Reduce -71.3% | 37,467 | $3.2M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -2.3% | 37,017 | $3.2M |
| Kiley Juergens Wealth Management, LLC | 0.56% | Add +2.6% | 36,693 | $3.2M |
| Peregrine Asset Advisers, Inc. | 0.84% | Reduce -0.7% | 35,815 | $3.1M |
| HighMark Wealth Management LLC | 1.26% | Add +0.7% | 35,741 | $3.1M |
| Spectrum Planning & Advisory Services Inc. | 1.52% | Add +33.4% | 35,400 | $3.1M |
| BCM Advisors, LLC | 0.60% | No change | 35,837 | $3.0M |
| Glaxis Capital Management, LLC | 3.80% | Add +16.8% | 35,050 | $3.0M |
| Hikari Tsushin, Inc. | 0.21% | No change | 34,607 | $3.0M |
| WJ Financial Advisors LLC | 2.41% | Reduce -5.4% | 34,367 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -6.3% | 34,005 | $2.9M |
| Synergy Asset Management, LLC | 0.31% | Add +1028.4% | 33,943 | $2.9M |
| Unique Wealth Strategies, LLC | 1.19% | Add +7.5% | 33,527 | $2.9M |
| Ascent Advisors, LLC | 5.30% | — | 33,269 | $2.9M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.55% | Reduce -8.3% | 33,202 | $2.9M |
| Yoder Wealth Management, Inc. | 1.31% | Add +12.7% | 33,157 | $2.9M |
| Midwest Financial Group LLC | 1.22% | Add +2.4% | 33,073 | $2.9M |
| PFG Investments, LLC | 0.13% | Add +11.7% | 33,052 | $2.9M |
| Heritage Wealth Management, Inc. | 1.58% | Add +5.4% | 32,608 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -20.2% | 32,543 | $2.8M |
| RFG Advisory, LLC | 0.05% | Reduce -1.4% | 32,498 | $2.8M |
| Cardinal Strategic Wealth Guidance | 0.74% | Add +3.1% | 32,387 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -13.3% | 32,301 | $2.8M |
| Vontobel Holding Ltd. | 0.01% | Reduce -12.9% | 32,122 | $2.8M |
| Blue Capital, Inc. | 1.81% | New | 31,960 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.3% | 31,840 | $2.8M |
| Tempus Wealth Planning, LLC | 0.63% | Add +98.7% | 31,780 | $2.8M |
| VestGen Advisors, LLC | 0.08% | Add +92.1% | 32,347 | $2.7M |
| Investors Portfolio Services LLC | 2.54% | Reduce -0.6% | 31,585 | $2.7M |
| James Investment Research, Inc. | 0.30% | Reduce -4.3% | 31,174 | $2.7M |
| Timber Creek Capital Management LLC | 0.64% | Reduce -2.2% | 30,655 | $2.7M |
| Titleist Asset Management, LLC | 0.20% | Add +8.4% | 30,614 | $2.7M |
| Wealthspire Retirement, LLC | 0.16% | Add +11.4% | 30,594 | $2.7M |
| DKM Wealth Management, Inc. | 1.90% | Add +103.3% | 30,432 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Reduce -32.4% | 30,400 | $2.6M |
| Nvwm, LLC | 0.58% | Add +106.1% | 30,291 | $2.6M |
| Panoramic Investment Advisors, LLC | 1.41% | Add +1.6% | 30,072 | $2.6M |
| MA Private Wealth | 0.44% | Reduce -10.6% | 29,905 | $2.6M |
| Udine Wealth Management, Inc. | 1.27% | New | 29,896 | $2.6M |
| FNY Investment Advisers, LLC | 1.15% | Add +141.4% | 29,880 | $2.6M |
| Arvest Investments, Inc. | 0.35% | Add +9.2% | 29,796 | $2.6M |
| Tempo Wealth, LLC | 0.45% | Add +43.2% | 29,729 | $2.6M |
| Cassaday & Co Wealth Management LLC | 0.05% | Reduce -1.7% | 29,625 | $2.6M |
| William John Sempolinski | 1.28% | Reduce -4.9% | 29,460 | $2.6M |
| Insight Wealth Strategies, LLC | 0.28% | Reduce -90.9% | 29,070 | $2.5M |
| Everest Financial Group LLC | 0.41% | New | 28,913 | $2.5M |
| Clay Northam Wealth Management, LLC | 1.41% | Reduce -2.1% | 28,865 | $2.5M |
| Erickson Financial Group, LLC | 1.57% | Reduce -0.0% | 28,841 | $2.5M |
| FDx Advisors, Inc. | 0.78% | Reduce -10.6% | 28,307 | $2.5M |
| Signature Wealth Management Group | 0.93% | Reduce -3.7% | 28,171 | $2.4M |
| PMV Capital Advisers, LLC | 4.07% | Add +23.6% | 27,857 | $2.4M |
| Spire Wealth Management | 0.08% | Add +19.6% | 27,821 | $2.4M |
| Cadinha & Co. LLC | 0.45% | Reduce -1.6% | 27,816 | $2.4M |
| Northern Trust Corp. | 0.00% | Reduce -87.8% | 27,618 | $2.4M |
| Arax Advisory Partners | 0.07% | Reduce -52.2% | 27,585 | $2.4M |
| Modern Wealth Management, LLC | 0.04% | Reduce -11.9% | 27,486 | $2.4M |
| Arete Wealth Advisors, LLC | 0.17% | Reduce -0.8% | 26,776 | $2.3M |
| Virtue Capital Management, LLC | 0.35% | Reduce -29.4% | 26,836 | $2.3M |
| Shenkman Capital Management Inc. | 1.45% | New | 18,335 | $2.3M |
| Tru Independence Asset Management 2, LLC | 1.42% | Add +0.9% | 26,551 | $2.3M |
| Providence Capital Advisors, LLC | 0.37% | Add +2.6% | 26,364 | $2.3M |
| CMC Financial Group | 4.62% | New | 26,329 | $2.3M |
| Walleye Trading LLC | 0.05% | Reduce -45.3% | 26,181 | $2.3M |
| Waverly Advisors, LLC | 0.02% | Reduce -5.4% | 26,164 | $2.3M |
| Lake Street Private Wealth, LLC | 0.29% | Add +15.3% | 26,079 | $2.3M |
| Voya Financial Advisors, Inc. | 0.22% | Add +10.0% | 26,140 | $2.2M |
| Redwood Wealth Management Group, LLC | 0.96% | Reduce -18.5% | 25,650 | $2.2M |
| Benjamin Edwards Inc. | 0.02% | Add +0.8% | 25,561 | $2.2M |
| Insigneo Advisory Services, LLC | 0.16% | Reduce -21.5% | 25,233 | $2.2M |
| Ak Global Asset Management, LLC | 2.02% | New | 24,825 | $2.2M |
| Illumine Investment Management, LLC | 1.65% | Reduce -0.3% | 24,796 | $2.1M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -5.1% | 24,677 | $2.1M |
| T3 Companies, LLC | 2.95% | Add +906.1% | 24,650 | $2.1M |
| Apeiron RIA LLC | 0.49% | Reduce -5.2% | 24,619 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +210.1% | 24,475 | $2.1M |
| Formidable Asset Management, LLC | 0.33% | Reduce -1.4% | 24,220 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 0.54% | Reduce -0.0% | 24,281 | $2.1M |
| Lauer Wealth, LLC | 1.66% | Add +16.5% | 23,912 | $2.1M |
| WealthShield Partners, LLC | 0.23% | Reduce -28.6% | 23,860 | $2.1M |
| Money Concepts Capital Corp. | 0.11% | Add +349.4% | 23,797 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -95.3% | 23,401 | $2.0M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +0.7% | 23,361 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +2.1% | 23,307 | $2.0M |
| Risk Paradigm Group, LLC | 1.71% | Add +2.3% | 23,181 | $2.0M |
| RPg Family Wealth Advisory, LLC | 0.42% | Add +6.1% | 23,181 | $2.0M |
| Unifi Asset Management LP | 1.15% | New | 23,070 | $2.0M |
| Keel Point, LLC | 0.13% | Add +7.9% | 22,834 | $2.0M |
| Alethea Capital Management, LLC | 1.06% | Reduce -1.3% | 22,831 | $2.0M |
| MBA Advisors LLC | 0.76% | Add +6.0% | 22,823 | $2.0M |
| NewEdge Wealth, LLC | 0.02% | Add +102.0% | 22,771 | $2.0M |
| Yukon Wealth Management, Inc. | 1.18% | Reduce -0.5% | 22,705 | $2.0M |
| Dynamic Wealth Strategies, LLC | 1.14% | Add +0.9% | 22,656 | $2.0M |
| Values First Advisors, Inc. | 1.01% | Add +2.8% | 22,460 | $1.9M |
| Fidelis Capital Partners, LLC | 0.14% | Add +33.0% | 22,416 | $1.9M |
| Signet Private Wealth LLC | 1.82% | Add +3.5% | 22,041 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Reduce -6.5% | 22,040 | $1.9M |
| Regal Investment Advisors LLC | 0.11% | Add +15.1% | 22,029 | $1.9M |
| Redwood Investment Management, LLC | 0.24% | Add +20.3% | 21,972 | $1.9M |
| GeoWealth Management, LLC | 0.07% | Reduce -56.6% | 21,669 | $1.9M |
| Argyle Capital Partners, LLC | 1.35% | Reduce -6.4% | 21,668 | $1.9M |
| Triad Wealth Partners, LLC | 0.15% | Add +35.9% | 21,338 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -4.7% | 21,263 | $1.8M |
| Aurora Private Wealth, Inc. | 1.31% | Reduce -37.0% | 21,229 | $1.8M |
| Boltwood Capital Management | 0.46% | Add +9.8% | 20,935 | $1.8M |
| Gateway Wealth Partners, LLC | 0.07% | Add +563.4% | 20,896 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Add +13.3% | 20,610 | $1.8M |
| Collaborative Fund Advisors, LLC | 1.10% | — | 20,564 | $1.8M |
| WealthPlan Investment Management, LLC | 0.10% | Reduce -8.5% | 20,514 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.76% | Add +0.9% | 20,421 | $1.8M |
| OpenArc Corporate Advisory, LLC | 0.03% | Add +26.7% | 20,336 | $1.8M |
| Joseph P. Lucia & Associates, LLC | 0.63% | Reduce -12.0% | 20,188 | $1.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.06% | Reduce -19.5% | 20,147 | $1.7M |
| Hoxton Planning & Management, LLC | 0.52% | Reduce -2.4% | 20,014 | $1.7M |
| CVS HEALTH Corp | 0.82% | New | 20,000 | $1.7M |
| Pilgrim Partners Asia Pte Ltd | 0.73% | Reduce -36.8% | 20,000 | $1.7M |
| Affinity Capital Advisors, LLC | 0.24% | Reduce -16.1% | 19,915 | $1.7M |
| 4WEALTH Advisors, Inc. | 1.47% | Reduce -3.2% | 19,812 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +748.0% | 19,623 | $1.7M |
| Pursue Wealth Partners LLC | 1.01% | Reduce -23.9% | 19,445 | $1.7M |
| American Alpha Advisors, LLC | 0.98% | Add +8.5% | 19,366 | $1.7M |
| RiverFront Investment Group, LLC | 0.03% | Add +10.9% | 19,345 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -40.3% | 19,146 | $1.7M |
| Mgo One Seven LLC | 0.03% | Reduce -0.2% | 19,025 | $1.6M |
| McAdam, LLC | 0.07% | Reduce -10.7% | 18,994 | $1.6M |
| Shay Capital LLC | 0.23% | No change | 18,716 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.11% | Add +6.8% | 18,593 | $1.6M |
| Silverlake Wealth Management LLC | 0.34% | Reduce -11.4% | 18,623 | $1.6M |
| Delos Wealth Advisors, LLC | 0.92% | Add +94.8% | 18,435 | $1.6M |
| Mechanics Bank Trust Department | 0.22% | Reduce -33.5% | 18,394 | $1.6M |
| Ravenstone Capital Management Inc. | 0.79% | Add +7.7% | 18,186 | $1.6M |
| Kornitzer Capital Management Inc. | 0.03% | Add +3.8% | 17,979 | $1.6M |
| CSS LLC | 0.24% | New | 17,670 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -5.1% | 17,554 | $1.5M |
| Rakuten Securities, Inc. | 0.63% | Reduce -18.9% | 17,495 | $1.5M |
| Empirical Asset Management, LLC | 0.40% | Reduce -5.7% | 17,415 | $1.5M |
| Valtrion Capital Management, LLC | 1.42% | Add +34.8% | 17,368 | $1.5M |
| Narus Financial Partners, LLC | 0.39% | Add +0.6% | 17,322 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.37% | Add +3.1% | 17,255 | $1.5M |
| Innova Wealth Partners | 0.71% | New | 17,211 | $1.5M |
| Savvy Advisors, Inc. | 0.04% | Add +1.3% | 17,157 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +2.6% | 17,156 | $1.5M |
| Surience Private Wealth LLC | 1.59% | New | 17,071 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -61.1% | 16,894 | $1.5M |
| Goelzer Investment Management, Inc. | 0.07% | Add +0.7% | 16,755 | $1.5M |
| Tectonic Advisors LLC | 0.08% | Reduce -5.8% | 16,750 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Reduce -3.6% | 16,534 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -7.8% | 16,333 | $1.4M |
| Maridea Wealth Management LLC | 0.21% | Reduce -8.1% | 16,323 | $1.4M |
| Capital Investment Counsel, Inc | 0.17% | Add +5.5% | 16,245 | $1.4M |
| Stronghold Wealth Management L.L.C. | 2.12% | Add +0.3% | 16,186 | $1.4M |
| Garden State Investment Advisory Services LLC | 0.33% | Reduce -9.1% | 16,019 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -70.2% | 15,911 | $1.4M |
| World Investment Advisors | 0.02% | Add +21.7% | 15,696 | $1.4M |
| Strategic Blueprint, LLC | 0.08% | Reduce -32.5% | 15,637 | $1.4M |
| Curtis Wealth Management LLC | 1.27% | Reduce -79.0% | 15,588 | $1.4M |
| Roberts Financial Services LLC | 0.43% | Reduce -3.8% | 15,445 | $1.3M |
| Global Wealth Strategies & Associates | 0.33% | Reduce -79.7% | 15,414 | $1.3M |
| West Michigan Advisors, LLC | 0.29% | Add +14.0% | 15,318 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.6% | 15,312 | $1.3M |
| Red Reef Advisors LLC | 1.37% | Reduce -4.8% | 15,067 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 15,000 | $1.3M |
| Summit Financial Wealth Advisors, LLC | 0.18% | Add +157.9% | 14,979 | $1.3M |
| Western Financial Corp | 0.51% | Reduce -3.9% | 14,932 | $1.3M |
| Van Hulzen Asset Management, LLC | 0.10% | Add +0.7% | 14,784 | $1.3M |
| Koshinski Asset Management, Inc. | 0.08% | Add +14.1% | 14,752 | $1.3M |
| Nwam LLC | 0.07% | Add +77.7% | 14,679 | $1.3M |
| Rooted Wealth Advisors, Inc. | 0.33% | Add +20.8% | 14,477 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -14.9% | 14,536 | $1.3M |
| Arrow Investment Advisors, LLC | 1.34% | No change | 14,474 | $1.3M |
| Matrix Trust Co | 0.21% | No change | 14,419 | $1.3M |
| E&G Advisors, LLC | 0.28% | Reduce -3.4% | 14,324 | $1.2M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.60% | New | 14,220 | $1.2M |
| CCG Wealth Management, LLC | 0.33% | Add +179.0% | 14,133 | $1.2M |
| United Advisor Group, LLC | 0.15% | Add +0.2% | 14,093 | $1.2M |
| FMR LLC | 0.00% | Add +15.3% | 14,002 | $1.2M |
| Vise Technologies, Inc. | 0.02% | No change | 13,912 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.14% | Reduce -3.9% | 13,925 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -13.6% | 13,934 | $1.2M |
| Helium Advisors LLC | 1.15% | Add +5.3% | 13,888 | $1.2M |
| Etesian Wealth Advisors, Inc. | 0.38% | Reduce -11.3% | 13,669 | $1.2M |
| Hancock Whitney Corp. | 0.02% | Reduce -54.8% | 13,784 | $1.2M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -38.0% | 13,593 | $1.2M |
| NerdWallet Wealth Partners, LLC | 0.51% | New | 13,563 | $1.2M |
| Ascent Group, LLC | 0.04% | Reduce -21.5% | 13,461 | $1.2M |
| Blair William & Co. | 0.00% | Add +6.8% | 13,436 | $1.2M |
| HighPoint Advisor Group LLC | 0.05% | Add +42.0% | 13,400 | $1.2M |
| Integrity Advisory Solutions, LLC | 0.15% | Add +4.7% | 13,336 | $1.2M |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.25% | Add +33.2% | 13,126 | $1.1M |
| GDS Wealth Management | 0.07% | Add +0.0% | 12,976 | $1.1M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -57.5% | 12,765 | $1.1M |
| Stansberry Asset Management, LLC | 0.12% | Reduce -80.5% | 12,747 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Add +10.3% | 12,739 | $1.1M |
| VestGen Investment Management | 0.61% | Reduce -4.1% | 12,712 | $1.1M |
| Summit Financial Consulting LLC | 0.77% | Add +3.3% | 12,468 | $1.1M |
| Roman Butler Fullerton & Co. | 0.30% | Reduce -9.8% | 12,381 | $1.1M |
| K2 Principal Fund, L.P. | 0.33% | Add +77.5% | 12,366 | $1.1M |
| Oak Family Advisors, LLC | 0.33% | New | 12,324 | $1.1M |
| Waystone Advisors LLC | 0.95% | Add +5.1% | 12,277 | $1.1M |
| Allworth Financial LP | 0.00% | Reduce -15.3% | 12,208 | $1.1M |
| Tiaa Trust, National Association | 0.06% | Reduce -90.3% | 12,200 | $1.1M |
| Chesley Taft & Associates LLC | 0.04% | Add +3.3% | 12,196 | $1.1M |
| Paragon Capital Management Inc. | 0.89% | Add +2.3% | 12,180 | $1.1M |
| Wolverine Asset Management LLC | 0.06% | Add +168.5% | 12,167 | $1.1M |
| Burford Brothers, Inc. | 0.43% | Add +2.4% | 12,055 | $1.0M |
| Hollencrest Capital Management | 0.04% | Add +16.4% | 12,041 | $1.0M |
| Advyzon Investment Management, LLC | 0.09% | Reduce -12.7% | 12,040 | $1.0M |
| Independence Wealth Advisors, LLC | 0.55% | Add +31.3% | 11,993 | $1.0M |
| National Philanthropic Trust | 0.01% | Add +16.5% | 11,987 | $1.0M |
| Tiller Private Wealth, Inc. | 0.37% | Reduce -43.3% | 11,912 | $1.0M |
| Brookwood Investment Group LLC | 0.13% | Add +0.2% | 11,789 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +2.0% | 11,756 | $1.0M |
| CDKV Holdings LLC | 0.89% | Reduce -0.4% | 11,711 | $1.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +52.0% | 11,554 | $1.0M |
| Moors & Cabot, Inc. | 0.04% | Add +1.1% | 11,294 | $979K |
| Cooper Financial Group | 0.10% | Reduce -3.3% | 11,270 | $977K |
| Cresta Advisors, Ltd. | 0.39% | No change | 11,085 | $961K |
| Claro Advisors Inc. | 0.12% | Reduce -20.2% | 11,083 | $961K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -15.3% | 11,063 | $959K |
| Clear Investment Research, LLC | 1.49% | Reduce -0.3% | 11,017 | $955K |
| Two Sigma Securities, LLC | 0.11% | Reduce -86.3% | 10,980 | $952K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -18.5% | 10,973 | $951K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.5% | 10,894 | $944K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +12.1% | 10,792 | $936K |
| Ashton Thomas Securities, LLC | 0.12% | New | 10,767 | $933K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.5% | 10,732 | $930K |
| Ibex Wealth Advisors | 0.09% | Reduce -0.9% | 10,637 | $922K |
| Victory Financial Group, LLC | 0.11% | Add +60.0% | 10,602 | $919K |
| CI Investments Inc. | 0.00% | Reduce -94.0% | 10,555 | $915K |
| Liberty Wealth Management LLC | 0.11% | Reduce -28.2% | 10,514 | $911K |
| United Asset Strategies, Inc. | 0.07% | Add +1.2% | 10,398 | $901K |
| Titiun Yejiel | 0.91% | No change | 10,387 | $900K |
| Ehrlich Financial Group | 0.52% | Add +145.3% | 10,382 | $900K |
| True North Advisors, LLC | 0.10% | Add +0.2% | 10,380 | $900K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +191.6% | 10,299 | $893K |
| EFG International AG | 0.02% | Reduce -21.7% | 10,297 | $893K |
| Polymer Capital Management (HK) LTD | 0.13% | No change | 10,294 | $892K |
| Intrua Financial, LLC | 0.10% | Reduce -14.4% | 10,255 | $889K |
| Smart Money Group LLC | 0.26% | Reduce -24.4% | 10,142 | $879K |
| Ground Swell Capital, LLC | 1.81% | Reduce -17.3% | 10,065 | $873K |
| StoneX Group Inc. | 0.05% | Reduce -3.6% | 10,072 | $872K |
| M Holdings Securities, Inc. | 0.06% | Reduce -9.8% | 10,074 | $872K |
| LuminArx Capital Management LP | 0.90% | New | 10,000 | $867K |
| Picton Mahoney Asset Management | 0.01% | No change | 10,000 | $867K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -51.8% | 9,911 | $859K |
| Keybank National Association | 0.00% | Reduce -13.7% | 9,677 | $839K |
| Exit Wealth Advisors, LLC. | 0.43% | New | 9,607 | $833K |
| Security Financial Services, INC. | 0.13% | Reduce -32.7% | 9,526 | $826K |
| TFB Advisors LLC | 0.43% | Reduce -24.4% | 9,507 | $824K |
| AssuredPartners Investment Advisors, LLC | 0.09% | Add +13.7% | 9,495 | $823K |
| Wealth Alliance, LLC | 0.08% | Reduce -58.1% | 9,488 | $822K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.9% | 9,451 | $819K |
| FSB Premier Wealth Management, Inc. | 0.26% | Add +6.5% | 9,428 | $817K |
| Omega Financial Group, LLC | 0.27% | Reduce -12.9% | 9,398 | $815K |
| CIBC Bancorp USA Inc. | 0.00% | — | 9,135 | $805K |
| Kovack Advisors, Inc. | 0.04% | Reduce -59.1% | 9,230 | $797K |
| Klaas Financial Asset Advisors, LLC | 0.11% | Reduce -91.6% | 9,134 | $792K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -93.5% | 9,033 | $783K |
| Capstone Wealth Management Group, LLC | 0.32% | Reduce -84.0% | 8,788 | $762K |
| Daymark Wealth Partners, LLC | 0.02% | Add +11.1% | 8,766 | $760K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -36.8% | 8,761 | $759K |
| Causey Wealth LLC | 0.32% | Reduce -21.6% | 8,698 | $754K |
| Midwest Trust Co | 0.01% | Add +26.1% | 8,659 | $751K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -91.0% | 8,634 | $749K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -9.3% | 8,394 | $728K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.23% | No change | 8,370 | $726K |
| Catalyst Private Wealth, LLC | 0.39% | Reduce -4.3% | 8,369 | $726K |
| Slagle Financial, LLC | 0.24% | Reduce -16.4% | 8,329 | $722K |
| Bci Securities, Inc. | 7.09% | No change | 8,305 | $720K |
| Beto Financial Group, LLC | 0.42% | Add +68.0% | 8,399 | $719K |
| Keebeck Wealth Management | 0.08% | Reduce -29.9% | 8,296 | $719K |
| Patten Group, Inc. | 0.12% | Reduce -10.2% | 8,275 | $717K |
| Westside Investment Management, Inc. | 0.11% | Add +59.3% | 8,115 | $704K |
| Caldwell Sutter Capital, Inc. | 0.29% | Reduce -22.3% | 8,103 | $702K |
| Bramshill Investments, LLC | 0.06% | Reduce -99.5% | 8,077 | $700K |
| Second Half Financial Partners, LLC | 0.32% | Add +54.3% | 8,075 | $700K |
| J2 Capital Management Inc | 0.48% | Add +3.5% | 7,993 | $693K |
| Centerline Wealth Advisors, LLC | 0.25% | Reduce -33.7% | 7,962 | $690K |
| Gotham Asset Management | 0.00% | No change | 7,918 | $686K |
| Ascentis Independent Advisors | 0.05% | Add +4.3% | 7,910 | $686K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -70.2% | 7,868 | $682K |
| Gerald Baker Financial Group LLC | 0.22% | — | 7,867 | $682K |
| Invictus Private Wealth, LLC | 0.04% | Add +2.9% | 7,861 | $681K |
| Asempa Wealth Advisors | 0.59% | Reduce -29.1% | 7,897 | $681K |
| Great Hill Capital LLC | 0.42% | Add +93.7% | 7,748 | $672K |
| Pathstone Holdings, LLC | 0.00% | Reduce -7.3% | 7,732 | $670K |
| Hobbs Group Advisors, LLC | 0.20% | Reduce -1.4% | 7,730 | $670K |
| Cedar Wealth Management, LLC | 0.19% | Add +140.9% | 7,698 | $667K |
| Crabel Capital Management, LLC | 6.16% | Reduce -55.8% | 7,680 | $666K |
| Leisure Capital Management | 0.23% | Reduce -10.6% | 7,667 | $665K |
| MH & Associates Securities Management Corp. | 0.58% | No change | 7,649 | $663K |
| Principal Securities, Inc. | 0.01% | Add +21.9% | 7,557 | $655K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -4.7% | 7,553 | $655K |
| Arkos Global Advisors | 0.08% | Reduce -0.1% | 7,532 | $653K |
| Juncture Wealth Strategies, LLC | 0.22% | Add +99.5% | 7,517 | $652K |
| Detalus Advisors, LLC | 0.15% | Reduce -13.2% | 7,499 | $650K |
| Sunpointe, LLC | 0.21% | Add +108.6% | 7,490 | $649K |
| Websterrogers Financial Advisors, LLC | 0.19% | Add +57.0% | 7,484 | $649K |
| PFG Advisors | 0.03% | Reduce -69.8% | 7,388 | $640K |
| Summit Wealth Group, LLC | 0.14% | Reduce -8.4% | 7,262 | $630K |
| Lifetime Wealth Management P.C. | 0.36% | Add +1.4% | 7,216 | $626K |
| Fairfield, Bush & Co. | 0.34% | Reduce -8.0% | 7,147 | $620K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.91% | New | 7,100 | $615K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -35.5% | 7,067 | $613K |
| Integrated Investment Consultants, LLC | 0.13% | Add +4.1% | 7,051 | $611K |
| Sovereign Investment Advisors, LLC | 0.13% | New | 7,050 | $611K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.1% | 7,004 | $607K |
| Carr Financial Group Corp | 0.16% | No change | 7,000 | $607K |
| Wellington-Altus USA Inc. | 0.36% | Add +14.7% | 7,011 | $606K |
| Realta Investment Advisors | 0.21% | Reduce -25.6% | 6,983 | $605K |
| Arrowroot Family Office, LLC | 0.20% | Reduce -24.7% | 6,968 | $604K |
| Mma Asset Management LLC | 0.21% | Reduce -46.7% | 6,928 | $601K |
| Focus Financial Network, Inc. | 0.02% | Add +16.7% | 6,909 | $599K |
| Islay Capital Management, LLC | 0.30% | Add +4.3% | 6,818 | $591K |
| North Forty Two & Co. | 0.54% | Add +11.5% | 6,767 | $587K |
| Shared Vision Wealth Group LLC | 0.24% | Reduce -29.1% | 6,753 | $585K |
| Aurelius Family Office LLC | 0.25% | Reduce -1.6% | 6,725 | $583K |
| Avos Capital Management, LLC | 0.23% | Reduce -83.3% | 6,718 | $582K |
| Caldwell Trust Co | 0.05% | Add +0.9% | 6,684 | $579K |
| Life Line Wealth Management LLC | 0.26% | Add +3.3% | 6,679 | $579K |
| Biltmore Family Office, LLC | 0.08% | No change | 6,593 | $572K |
| Flatrock Wealth Partners LLC | 0.26% | Add +0.1% | 6,544 | $567K |
| First Citizens Bank & Trust Co. | 0.01% | Add +8.8% | 6,537 | $567K |
| Global View Capital Management LLC | 0.15% | Add +1.6% | 6,502 | $564K |
| Navigation Wealth Management, Inc. | 2.03% | Add +103.5% | 6,491 | $563K |
| American Asset Management Inc. | 0.49% | Add +4.2% | 6,462 | $560K |
| Bingham Private Wealth, LLC | 0.44% | Add +40.2% | 6,454 | $559K |
| Westfuller Advisors, LLC | 0.24% | Add +0.4% | 6,432 | $558K |
| Portside Wealth Group, LLC | 0.08% | Reduce -7.7% | 6,403 | $555K |
| University of Illinois Foundation | 0.11% | Add +23.4% | 6,366 | $552K |
| Founders Financial Securities LLC | 0.03% | Add +30.3% | 6,353 | $551K |
| Private Trust Co. NA | 0.05% | Reduce -15.3% | 6,349 | $550K |
| Elevated Capital Advisors, LLC | 0.14% | No change | 6,323 | $548K |
| Americana Partners, LLC | 0.01% | Reduce -93.7% | 6,318 | $548K |
| Calton & Associates, Inc. | 0.08% | Add +83.7% | 6,295 | $546K |
| Aprio Wealth Management, LLC | 0.03% | Add +15.8% | 6,279 | $544K |
| Tranquilli Financial Advisor LLC | 0.32% | New | 6,267 | $543K |
| LCNB Corp. | 0.18% | No change | 6,250 | $542K |
| Bluedoor Private Wealth, LLC | 0.25% | No change | 6,200 | $537K |
| Avid Wealth Partners LLC | 0.25% | Add +2.6% | 6,155 | $534K |
| First Interstate Bank | 0.03% | No change | 6,152 | $533K |
| Accretive Wealth Partners, LLC | 0.15% | Add +2.3% | 6,133 | $532K |
| Schroder Investment Management Group | 0.00% | No change | 6,100 | $529K |
| Citizens Financial Group Inc. | 0.01% | Reduce -91.5% | 6,086 | $528K |
| Brown Advisory Inc. | 0.00% | Reduce -27.1% | 6,062 | $526K |
| TRB Wealth Management, LLC | 0.07% | — | 6,000 | $520K |
| Nkcfo LLC | 0.15% | No change | 6,000 | $520K |
| Core Wealth Advisors, Inc. | 0.12% | Reduce -34.7% | 5,948 | $516K |
| Symmetry Partners, LLC | 0.03% | Add +0.1% | 5,947 | $516K |
| Vanguard Capital Wealth Advisors | 0.48% | Add +103.8% | 5,930 | $514K |
| DV Trading LLC | 0.05% | Reduce -49.3% | 5,913 | $513K |
| Keystone Financial Group | 0.04% | Reduce -0.3% | 5,886 | $510K |
| Sage Advisory Services, Ltd.Co. | 0.28% | Reduce -4.8% | 5,863 | $508K |
| Florida Financial Advisors, LLC | 0.12% | Add +26.5% | 5,859 | $508K |
| Coastwise Capital Group, LLC | 0.28% | Add +0.7% | 5,856 | $508K |
| Advisory Alpha, LLC | 0.01% | Add +31.3% | 5,796 | $503K |
| Simon Quick Advisors, LLC | 0.02% | No change | 5,794 | $502K |
| Syntax Research, Inc. | 0.32% | Reduce -13.9% | 5,769 | $500K |
| Gilman Hill Asset Management, LLC | 0.08% | Add +4.5% | 5,750 | $498K |
| Saxon Interests, Inc. | 0.17% | Add +13.3% | 5,747 | $498K |
| Commerce Bank | 0.00% | No change | 5,740 | $498K |
| Westshore Wealth, LLC | 0.17% | Reduce -0.3% | 5,733 | $497K |
| Regions Financial Corp. | 0.00% | Add +4.9% | 5,676 | $492K |
| Axim Planning & Wealth | 0.60% | Add +39.8% | 5,674 | $492K |
| MMBG Investment Advisors Co. | 0.04% | No change | 5,644 | $489K |
| Shelton Capital Management | 0.01% | Add +133.8% | 5,612 | $487K |
| Keystone Financial Services | 0.14% | Reduce -6.9% | 5,582 | $484K |
| Petra Financial Advisors Inc. | 0.29% | Reduce -0.6% | 5,469 | $474K |
| Headinvest, LLC | 0.10% | Reduce -23.4% | 5,450 | $472K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -72.8% | 5,450 | $472K |
| Embree Financial Group | 0.06% | Add +23.5% | 5,434 | $471K |
| Lewis Asset Management, LLC | 0.19% | Reduce -6.4% | 5,402 | $468K |
| Vantage Point Financial LLC | 0.16% | Reduce -3.0% | 5,386 | $467K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +39.0% | 5,324 | $462K |
| Eddie Patel Inc | 0.35% | Reduce -96.3% | 5,317 | $461K |
| Group One Trading LLC | 0.02% | Reduce -89.4% | 5,314 | $461K |
| ONE Advisory Partners, LLC | 0.14% | Reduce -57.3% | 5,273 | $457K |
| Caitlin John, LLC | 0.28% | Add +17.8% | 5,271 | $457K |
| Hyundai Investments Co., Ltd. | 0.51% | Reduce -4.0% | 5,237 | $454K |
| Balefire, LLC | 0.09% | Add +16.5% | 5,201 | $451K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -3.6% | 5,132 | $445K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -16.6% | 5,116 | $444K |
| Sloy Dahl & Holst, LLC | 0.06% | Add +9.8% | 5,115 | $443K |
| Genesee Capital Advisors, LLC | 0.19% | Reduce -0.6% | 5,112 | $443K |
| Brooklyn Investment Group | 0.01% | Reduce -34.0% | 5,068 | $439K |
| First Commonwealth Financial Corp | 0.07% | Reduce -5.8% | 5,031 | $436K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 5,010 | $434K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +10.7% | 4,999 | $433K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -28.3% | 4,999 | $433K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -19.5% | 4,979 | $432K |
| SimpliFi, Inc. | 0.18% | Add +3.1% | 4,932 | $428K |
| 5T Wealth, LLC | 0.17% | Reduce -3.1% | 4,911 | $426K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +64.6% | 4,889 | $424K |
| Able Wealth Management LLC | 0.11% | Reduce -55.4% | 4,860 | $421K |
| Fragasso Financial Advisors Inc | 0.03% | Add +0.7% | 4,849 | $420K |
| Massar Capital Management, LP | 0.08% | New | 4,834 | $419K |
| A4 Wealth Advisors LLC | 0.35% | Add +49.5% | 4,824 | $418K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.05% | Reduce -37.1% | 4,818 | $418K |
| Rothschild Capital Partners, LLC | 0.10% | Add +8.9% | 4,810 | $417K |
| Mather Group, Llc. | 0.00% | Add +19.5% | 4,787 | $415K |
| Rathbones Group PLC | 0.00% | Add +87.3% | 4,777 | $414K |
| Meridian Wealth Advisors, LLC | 0.05% | Reduce -17.4% | 4,755 | $412K |
| Visionary Wealth Advisors | 0.02% | Add +7.5% | 4,718 | $409K |
| Boston Family Office LLC | 0.03% | Reduce -2.1% | 4,720 | $409K |
| J. Derek Lewis & Associates Inc. | 0.09% | New | 4,650 | $403K |
| Parallel Advisors, LLC | 0.01% | Add +8.3% | 4,644 | $403K |
| CX Institutional | 0.01% | Add +1.9% | 4,624 | $401K |
| Concorde Asset Management, LLC | 0.20% | Reduce -9.9% | 4,623 | $401K |
| Core Wealth Partners LLC | 0.19% | Reduce -0.4% | 4,621 | $401K |
| Coordinated Financial Services, Inc. | 0.23% | Add +4.6% | 4,598 | $399K |
| Dara Capital Us, Inc. | 0.38% | No change | 4,590 | $398K |
| Stokes Family Office, LLC | 0.04% | Reduce -5.2% | 4,575 | $397K |
| Buck Wealth Strategies, LLC | 0.05% | Reduce -4.2% | 4,536 | $393K |
| Elmwood Wealth Management, Inc. | 0.11% | New | 4,510 | $391K |
| RIA Advisory Group LLC | 0.10% | Reduce -10.6% | 4,508 | $391K |
| Wallace Hart LLC | 0.54% | Add +119.7% | 4,479 | $388K |
| Wealthgarden F.S. LLC | 0.26% | Reduce -58.2% | 4,455 | $386K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -94.6% | 4,442 | $385K |
| Ballast Rock Private Wealth LLC | 0.21% | Reduce -8.5% | 4,393 | $381K |
| Alliance Wealth Advisors, LLC | 0.08% | Reduce -53.9% | 4,386 | $380K |
| Wedgewood Investors Inc. | 0.43% | No change | 4,372 | $379K |
| AQR Capital Management | 0.00% | Add +32.5% | 4,350 | $377K |
| Cahill Financial Advisors Inc. | 0.04% | Add +3.3% | 4,331 | $375K |
| Annex Advisory Services, LLC | 0.01% | Reduce -2.2% | 4,326 | $375K |
| Tactive Advisors, LLC | 0.10% | New | 4,262 | $369K |
| Lantern Wealth Advisors, LLC | 0.19% | Reduce -50.9% | 4,258 | $369K |
| Sprott Inc. | 0.01% | New | 4,205 | $365K |
| Valmark Advisers, Inc. | 0.00% | Add +0.4% | 4,174 | $362K |
| One Wealth Advisors, LLC | 0.04% | Reduce -87.7% | 4,159 | $361K |
| Larry Mathis Financial Planning, LLC | 0.32% | Add +75.0% | 4,136 | $359K |
| Consolidated Capital Management, LLC | 0.11% | New | 4,094 | $355K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 4,051 | $351K |
| Maia Wealth LLC | 0.06% | Reduce -18.2% | 4,049 | $351K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.5% | 4,033 | $350K |
| Intellectus Partners, LLC | 0.07% | Add +31.5% | 4,013 | $348K |
| Unique Wealth, LLC | 0.05% | Add +42.1% | 4,001 | $347K |
| Hunting Hill Global Capital, LLC | 0.41% | Add +114.3% | 4,000 | $347K |
| Briaud Financial Planning Inc | 0.09% | No change | 3,977 | $345K |
| Ranch Capital Advisors Inc. | 0.12% | Add +3.5% | 3,940 | $342K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 3,927 | $340K |
| Byrne Financial Freedom, LLC | 0.16% | Add +44.1% | 3,892 | $337K |
| Steelhead Wealth Management LLC | 0.17% | — | 3,891 | $337K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -48.2% | 3,881 | $336K |
| D.B. Root & Company, LLC | 0.08% | No change | 3,877 | $336K |
| Sequent Planning LLC | 0.08% | Add +0.2% | 3,841 | $333K |
| Howe & Rusling Inc. | 0.02% | Reduce -13.1% | 3,810 | $330K |
| Chicago Capital, LLC | 0.01% | No change | 3,800 | $329K |
| UMB Bank, n.a. | 0.00% | No change | 3,799 | $329K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | Reduce -19.6% | 3,778 | $328K |
| Main Street Group, LTD | 0.10% | Add +35.5% | 3,777 | $327K |
| Summit Global Investments | 0.02% | Reduce -23.6% | 3,762 | $326K |
| Maripau Wealth Management LLC | 0.14% | Reduce -8.9% | 3,724 | $323K |
| Refined Wealth Management | 0.20% | Reduce -93.6% | 3,712 | $322K |
| Vista Investment Partners Ii, LLC | 0.14% | Reduce -18.1% | 3,700 | $321K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -3.1% | 3,657 | $317K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -26.9% | 3,611 | $313K |
| Facet Wealth, Inc. | 0.01% | New | 3,603 | $312K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.7% | 3,586 | $311K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.14% | Reduce -55.0% | 3,574 | $310K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -37.0% | 3,549 | $308K |
| Werba Rubin Papier Wealth Management | 0.04% | Reduce -23.5% | 3,546 | $307K |
| Proficio Capital Partners LLC | 0.02% | No change | 3,519 | $305K |
| Cox Capital Mgt LLC | 0.20% | Add +7.2% | 3,519 | $305K |
| NFSG Corp | 0.05% | Add +13.8% | 3,511 | $304K |
| Cannell & Spears LLC | 0.01% | No change | 3,510 | $304K |
| SGL Investment Advisors, Inc. | 0.11% | Add +22.5% | 3,516 | $301K |
| Berger Financial Group, Inc | 0.02% | Reduce -8.4% | 3,436 | $298K |
| Sound Income Strategies, LLC | 0.01% | Add +88.0% | 3,425 | $295K |
| Mendel Capital Management LLC | 0.15% | — | 3,372 | $292K |
| Elevation Advisory Partners LLC | 0.27% | — | 3,285 | $288K |
| Advus Financial Partners, LLC | 0.07% | Reduce -15.8% | 3,296 | $286K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -0.6% | 3,285 | $285K |
| AlphaCore Capital LLC | 0.01% | Reduce -3.6% | 3,274 | $284K |
| Element Wealth, LLC | 0.12% | Add +21.7% | 3,258 | $282K |
| Watershed Private Wealth LLC | 0.09% | Reduce -10.3% | 3,257 | $282K |
| Prostatis Group LLC | 0.07% | Add +4.7% | 3,240 | $281K |
| Solstein Capital, LLC | 0.11% | Reduce -50.8% | 3,229 | $280K |
| Swan Global Investments, LLC | 0.01% | Reduce -3.0% | 3,200 | $277K |
| Murphy & Mullick Capital Management Corp | 0.20% | Add +46.1% | 3,193 | $277K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -30.3% | 3,187 | $276K |
| Banque Cantonale Vaudoise | 0.01% | Add +2.9% | 3,181 | $276K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +25.0% | 3,182 | $276K |
| Tandem Financial, LLC | 0.09% | Add +0.3% | 3,150 | $273K |
| Fonville Wealth Management LLC | 0.05% | Add +0.2% | 3,137 | $272K |
| WNY Asset Management, LLC | 0.03% | — | 3,095 | $268K |
| Compass Ion Advisors, LLC | 0.03% | Add +4.0% | 3,068 | $266K |
| BCGM Wealth Management, LLC | 0.07% | Reduce -50.2% | 3,034 | $263K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.0% | 3,031 | $263K |
| Tucker Asset Management LLC | 0.08% | Reduce -60.3% | 3,028 | $262K |
| Beacon Financial Group | 0.03% | Reduce -11.8% | 3,020 | $262K |
| Navis Wealth Advisors, LLC | 0.13% | Reduce -10.3% | 3,000 | $260K |
| SkyOak Wealth, LLC | 0.05% | No change | 3,000 | $260K |
| Cinctive Capital Management LP | 0.02% | New | 3,000 | $260K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +10.2% | 2,994 | $260K |
| Arwa LLC | 0.13% | Reduce -13.5% | 2,982 | $259K |
| Mfa Wealth Advisors, LLC | 0.05% | New | 2,971 | $258K |
| Friedenthal Financial | 0.13% | Reduce -21.1% | 2,962 | $257K |
| Mascagni Wealth Management, Inc. | 0.18% | Reduce -4.2% | 2,950 | $256K |
| Fiduciary Alliance LLC | 0.02% | Reduce -11.6% | 2,941 | $255K |
| Cloud Capital Management, LLC | 0.11% | Reduce -3.6% | 2,945 | $255K |
| Fortress Private Ledger, LLC | 0.08% | Add +2.9% | 2,916 | $253K |
| Objective Capital Management, LLC | 0.25% | New | 2,900 | $251K |
| IMG Wealth Management, Inc. | 0.16% | Add +6953.7% | 2,892 | $251K |
| Portfolio Resources Advisor Group, Inc. | 0.25% | Add +0.9% | 2,863 | $248K |
| Oxbow Advisors, LLC | 0.02% | No change | 2,860 | $248K |
| Crestwood Advisors Group, LLC | 0.00% | New | 2,858 | $248K |
| Smith, Moore & Co. | 0.02% | Reduce -8.1% | 2,856 | $248K |
| Pacific Excel Wealth Advisors, Inc. | 0.26% | Reduce -66.3% | 2,855 | $248K |
| Magnus Financial Group LLC | 0.02% | Reduce -18.1% | 2,851 | $247K |
| Busey Bank | 0.01% | Reduce -0.6% | 2,835 | $246K |
| Certuity, LLC | 0.02% | New | 2,812 | $244K |
| Moneco Advisors, LLC | 0.02% | Reduce -19.5% | 2,786 | $242K |
| Lloyd Advisory Services, LLC. | 0.07% | New | 2,766 | $240K |
| Kingdom Financial Group LLC. | 0.07% | Add +5.5% | 2,766 | $240K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | Reduce -46.4% | 2,762 | $239K |
| Cadent Capital Advisors, LLC | 0.06% | Reduce -12.8% | 2,746 | $238K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -60.3% | 2,735 | $237K |
| Strategy Asset Managers LLC | 0.04% | Reduce -0.6% | 2,720 | $236K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +0.0% | 2,699 | $234K |
| TSA Wealth Managment LLC | 0.08% | Reduce -31.2% | 2,697 | $234K |
| Rice Partnership, LLC | 0.03% | Add +0.7% | 2,694 | $234K |
| BAM Wealth Management, LLC | 0.17% | Add +0.7% | 2,684 | $233K |
| NWF Advisory Services Inc. | 0.03% | Reduce -4.0% | 2,677 | $232K |
| VectorGlobal IAG, Inc. | 0.06% | — | 2,671 | $232K |
| Whittier Trust Co. | 0.00% | Reduce -5.7% | 2,649 | $230K |
| Alteri Wealth LLC | 0.07% | Reduce -78.8% | 2,621 | $227K |
| Centric Wealth Management | 0.05% | Add +7.0% | 2,674 | $227K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 2,608 | $226K |
| Gilpin Wealth Management, LLC | 0.18% | No change | 2,605 | $226K |
| Canandaigua National Trust Co of Florida | 0.18% | No change | 2,600 | $225K |
| Argent Advisors, Inc. | 0.06% | New | 2,592 | $225K |
| SpringVest Wealth Management LLC | 0.15% | No change | 2,580 | $224K |
| WMG Financial Advisors, LLC | 0.09% | No change | 2,574 | $223K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 2,574 | $223K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -0.2% | 2,573 | $223K |
| Balboa Wealth Partners | 0.04% | Reduce -37.4% | 2,558 | $222K |
| Smartleaf Asset Management LLC | 0.01% | Add +764.3% | 2,541 | $221K |
| Sankala Group LLC | 0.18% | Add +0.3% | 2,561 | $220K |
| Key Financial Inc | 0.04% | Add +1410.1% | 2,537 | $220K |
| Fortis Advisors, LLC | 0.11% | Add +0.7% | 2,529 | $219K |
| Acorn Wealth Advisors, LLC | 0.06% | Reduce -21.4% | 2,524 | $219K |
| HCR Wealth Advisors | 0.02% | Reduce -7.4% | 2,508 | $217K |
| Reicon Wealth Advisors, LLC | 0.17% | Reduce -68.5% | 2,505 | $217K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Add +0.7% | 2,503 | $217K |
| Warberg Asset Management LLC | 0.45% | New | 2,500 | $217K |
| Dearborn Partners LLC | 0.01% | No change | 2,500 | $217K |
| IFS Group,LLC | 0.19% | — | 2,493 | $216K |
| Tiemann Investment Advisors, LLC | 0.08% | No change | 2,475 | $215K |
| Marshall Financial Group, LLC | 0.03% | Reduce -0.8% | 2,469 | $214K |
| John W. Brooker & Co., CPAs | 0.34% | New | 2,466 | $214K |
| OneAscent Financial Services LLC | 0.01% | New | 2,464 | $214K |
| DecisionMap Wealth Management, LLC | 0.14% | Reduce -7.2% | 2,456 | $213K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +18.9% | 2,446 | $212K |
| Hudock, Inc. | 0.03% | Reduce -15.8% | 2,404 | $208K |
| iA Global Asset Management Inc. | 0.00% | Reduce -1.5% | 2,397 | $208K |
| Howard Bailey Securities, LLC | 0.09% | Reduce -54.7% | 2,399 | $208K |
| Verdence Capital Advisors LLC | 0.01% | New | 2,346 | $203K |
| Ritholtz Wealth Management | 0.00% | New | 2,343 | $203K |
| Sovereign Financial Group, Inc. | 0.04% | Add +0.3% | 2,322 | $201K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,315 | $201K |
| One Capital Management, LLC | 0.01% | Reduce -73.8% | 2,310 | $200K |
| Quest 10 Wealth Builders, Inc. | 0.17% | Reduce -1.0% | 2,276 | $197K |
| Morling Financial Advisors, LLC | 0.06% | Reduce -32.7% | 2,150 | $186K |
| Pflug Koory, LLC | 0.08% | No change | 2,109 | $183K |
| Centennial Bank | 0.07% | New | 2,100 | $182K |
| MPWM Advisory Solutions, LLC | 0.09% | Add +0.7% | 2,040 | $177K |
| Pingora Partners LLC | 0.10% | No change | 2,000 | $173K |
| Blue Trust, Inc. | 0.00% | Reduce -3.6% | 1,896 | $164K |
| Gen-Wealth Partners Inc | 0.05% | Add +6.2% | 1,884 | $163K |
| Legacy Wealth Managment, LLC | 0.08% | Add +4697.4% | 1,871 | $162K |
| Capital Analysts, LLC | 0.00% | Add +21.4% | 1,813 | $158K |
| Rossby Financial, LCC | 0.03% | Add +93.4% | 1,698 | $146K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 2,000 | $139K |
| International Assets Investment Management, LLC | 0.01% | Reduce -69.6% | 1,507 | $130K |
| Lanark Financial, Inc. | 0.01% | Reduce -3.7% | 1,415 | $123K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.0% | 1,363 | $118K |
| Copia Wealth Management | 0.08% | Add +1.7% | 1,290 | $112K |
| Viewpoint Capital Management LLC | 0.05% | New | 1,290 | $112K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -20.7% | 1,273 | $110K |
| Fairscale Capital, LLC | 0.07% | No change | 1,220 | $106K |
| FWL Investment Management, LLC | 0.02% | Reduce -1.3% | 1,185 | $103K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 1,184 | $103K |
| Kings Path Partners LLC | 0.04% | Reduce -2.6% | 1,182 | $102K |
| Rothschild Investment LLC | 0.01% | No change | 1,100 | $95K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -93.4% | 1,093 | $95K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -25.1% | 1,086 | $94K |
| Fourth Dimension Wealth, LLC | 0.03% | Reduce -4.5% | 1,061 | $92K |
| Finley Financial, LLC | 0.04% | No change | 1,040 | $90K |
| Q Fund Management (Hong Kong) Ltd | 0.21% | 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 | $86K |
| Parkside Financial Bank & Trust | 0.01% | No change | 993 | $86K |
| Vision Retirement, LLC | 0.02% | Reduce -46.9% | 972 | $84K |
| Networth Advisors, LLC | 0.06% | Add +3.6% | 966 | $84K |
| Wells Financial Advisors INC | 0.37% | Reduce -30.5% | 940 | $81K |
| Ancora Advisors LLC | 0.00% | Reduce -10.4% | 938 | $81K |
| Clayton Financial Group LLC | 0.04% | Add +793.0% | 893 | $77K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -46.7% | 863 | $75K |
| FAS Wealth Partners, Inc. | 0.00% | Add +7.2% | 839 | $73K |
| Principia Wealth Advisory, LLC | 0.04% | New | 835 | $72K |
| Boyd Watterson Asset Management LLC | 0.02% | Add +1.5% | 826 | $72K |
| Bayban | 0.06% | No change | 804 | $70K |
| Equitec Proprietary Markets, LLC | 0.16% | No change | 800 | $69K |
| Financial Network Wealth Advisors LLC | 0.07% | Reduce -4.2% | 779 | $68K |
| Evolution Wealth Management Inc. | 0.05% | Reduce -1.4% | 775 | $67K |
| Larson Financial Group LLC | 0.00% | Reduce -17.9% | 772 | $67K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -11.4% | 749 | $65K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +17.3% | 733 | $64K |
| Dogwood Wealth Management LLC | 0.03% | Add +290.6% | 707 | $61K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -34.7% | 666 | $58K |
| Financial Perspectives, Inc | 0.01% | Add +203.0% | 612 | $53K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -46.7% | 547 | $47K |
| SouthState Bank Corp | 0.00% | No change | 544 | $47K |
| Winthrop Capital Management, LLC | 0.01% | No change | 524 | $45K |
| Eastern Bank | 0.00% | Add +56.8% | 516 | $45K |
| Financial Consulate, Inc. | 0.01% | No change | 506 | $44K |
| Signature Equity Partners, LLC | 0.02% | Reduce -0.2% | 506 | $44K |
| Founders Financial Alliance, LLC | 0.01% | Add +80.4% | 487 | $42K |
| CVA Family Office, LLC | 0.00% | New | 472 | $41K |
| Colonial Trust Co / SC | 0.01% | No change | 465 | $40K |
| Canton Hathaway, LLC | 0.01% | Reduce -5.5% | 462 | $40K |
| POM Investment Strategies, LLC | 0.05% | New | 450 | $39K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 445 | $39K |
| Clean Yield Group | 0.01% | No change | 440 | $38K |
| Van Eck Associates Corp. | 0.00% | Add +2.6% | 440 | $38K |
| Pacifica Partners Inc. | 0.01% | No change | 436 | $38K |
| Ascentis Wealth Management, LLC | 0.01% | Add +16.5% | 416 | $36K |
| WFA of San Diego, LLC | 0.03% | Reduce -22.4% | 403 | $35K |
| Anfield Capital Management, LLC | 0.01% | No change | 395 | $34K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +34.5% | 390 | $34K |
| Trust Co. of Toledo NA | 0.00% | New | 386 | $33K |
| Axiom Investment Management LLC | 0.02% | — | 370 | $32K |
| Summer Road LLC | 0.02% | Add +117.7% | 370 | $32K |
| Bokf, NA | 0.00% | No change | 365 | $32K |
| Tsfg, LLC | 0.00% | Reduce -10.9% | 343 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 336 | $29K |
| Marathon Trading Investment Management LLC | 0.01% | Reduce -70.0% | 334 | $29K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.05% | — | 285 | $29K |
| Magnolia Wealth Management, LLC | 0.02% | New | 327 | $28K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.3% | 321 | $28K |
| Salomon & Ludwin, LLC | 0.00% | No change | 314 | $27K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Add +0.7% | 308 | $27K |
| Raffa Wealth Management, LLC | 0.00% | No change | 287 | $25K |
| Barrett & Company, Inc. | 0.01% | No change | 286 | $25K |
| Signaturefd, LLC | 0.00% | Reduce -65.0% | 280 | $24K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Reduce -63.5% | 273 | $24K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -17.7% | 275 | $23K |
| MidFirst Bank | 0.00% | Reduce -1.9% | 254 | $22K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 249 | $22K |
| Winch Advisory Services, LLC | 0.00% | Add +0.8% | 246 | $21K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 237 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +8.9% | 233 | $20K |
| Synergy Investment Management, LLC | 0.01% | New | 229 | $20K |
| Lummis Asset Management, LP | 0.01% | Add +100.0% | 220 | $19K |
| Investors Research Corp | 0.00% | No change | 217 | $19K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | Reduce -39.2% | 214 | $19K |
| West Branch Capital LLC | 0.00% | Add +0.5% | 210 | $18K |
| Coastline Trust Co | 0.00% | No change | 207 | $18K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 200 | $17K |
| St Germain D J Co. Inc. | 0.00% | New | 192 | $17K |
| RHL Group, LLC | 0.01% | No change | 185 | $16K |
| Russell Investments Group, Ltd. | 0.00% | Add +45.1% | 177 | $15K |
| Daytona Street Capital LLC | 0.01% | No change | 175 | $15K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 171 | $15K |
| Hurley Capital, LLC | 0.01% | Add +0.6% | 165 | $14K |
| Park Square Financial Group, LLC | 0.10% | Add +196.2% | 154 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 153 | $13K |
| Hickory Point Bank & Trust | 0.01% | New | 147 | $13K |
| EPG Wealth Management LLC | 0.00% | No change | 142 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 140 | $12K |
| Destiny Wealth Partners, LLC | 0.00% | New | 137 | $12K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 132 | $11K |
| CKW Financial Group | 0.00% | No change | 116 | $10K |
| First Community Trust NA | 0.01% | New | 115 | $10K |
| SHP Wealth Management | 0.00% | No change | 100 | $9K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 100 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 99 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -89.4% | 98 | $8K |
| Birchwood Financial Partners, Inc. | 0.01% | No change | 96 | $8K |
| Robinswood Financial LLC | 0.00% | New | 93 | $8K |
| Ameriflex Group, Inc. | 0.00% | No change | 91 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 87 | $8K |
| Atlantic Private Wealth, LLC | 0.00% | Add +1.2% | 87 | $8K |
| Tompkins Financial Corp. | 0.00% | No change | 85 | $7K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 80 | $7K |
| Archer Investment Corp | 0.00% | No change | 79 | $7K |
| Anchor Investment Management, LLC | 0.00% | Add +66.0% | 78 | $7K |
| Bfsg, LLC | 0.00% | No change | 78 | $7K |
| Addison Advisors LLC | 0.00% | New | 76 | $7K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.4% | 72 | $6K |
| Paladin Partners, LLC | 0.00% | No change | 70 | $6K |
| Olistico Wealth, LLC | 0.00% | No change | 70 | $6K |
| McMillan Office, Inc. | 0.00% | No change | 65 | $6K |
| PayPay Securities Corp | 0.19% | Reduce -19.8% | 65 | $6K |
| Imprint Wealth LLC | 0.03% | No change | 64 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 64 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -43.9% | 64 | $6K |
| Independence Bank of Kentucky | 0.00% | No change | 63 | $5K |
| Register Financial Advisors LLC | 0.00% | New | 60 | $5K |
| Strive Financial Group ,LLC | 0.00% | New | 55 | $5K |
| Gill Capital Partners, LLC | 0.00% | New | 56 | $5K |
| NWK Group, Inc. | 0.00% | No change | 53 | $5K |
| Vanguard Advisers Inc. | 0.00% | — | 51 | $4K |
| Advanced Asset Management Advisors Inc | 0.00% | Reduce -33.3% | 50 | $4K |
| RMG Wealth Management LLC | 0.00% | Reduce -95.6% | 50 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 49 | $4K |
| NBT Bank, N.A. | 0.00% | Reduce -43.7% | 49 | $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 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 41 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -93.3% | 40 | $3K |
| Advisortrust Partners, LLC | 0.00% | New | 36 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 29 | $3K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 27 | $2K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 25 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 25 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 23 | $2K |
| Centerpoint Advisors, LLC | 0.00% | New | 18 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 18 | $2K |
| Curio Wealth, LLC | 0.00% | Reduce -97.9% | 22 | $2K |
| Tidemark, LLC | 0.00% | Reduce -95.7% | 22 | $2K |
| Morse Asset Management, Inc | 0.00% | Reduce -99.9% | 21 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +75.0% | 21 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 20 | $2K |
| USA Financial Formulas | 0.00% | New | 17 | $1K |
| Holos Integrated Wealth LLC | 0.00% | New | 16 | $1K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 13 | $1K |
| Covestor Ltd | 0.00% | Add +60.0% | 8 | $1K |
| Bessemer Group Inc. | 0.00% | Reduce -99.0% | 8 | $1K |
| Dunhill Financial, LLC | 0.00% | New | 11 | $953 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 10 | $866 |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 9 | $780 |
| Reyes Financial Architecture, Inc. | 0.00% | New | 9 | $780 |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 8 | $693 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 7 | $650 |
| Capital Advisor Network LLC | 0.00% | — | 7 | $607 |
| Mosley Wealth Management | 0.00% | New | 6 | $536 |
| Darwin Wealth Management, LLC | 0.00% | No change | 5 | $514 |
| SWAN Capital LLC | 0.00% | New | 5 | $435 |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -66.7% | 5 | $433 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -95.0% | 3 | $284 |
| New Republic Capital, LLC | 0.00% | No change | 3 | $260 |
| Indiana Trust & Investment Management Co | 0.00% | No change | 2 | $173 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 2 | $173 |
| Kilter Group LLC | 0.00% | No change | 1 | $104 |
"% 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.