iShares 20+ Year Treasury BDTLTETF
13F holders, Q2 2026 (June 30)1,049holders −52
126new positions
169sold out
8famous investors
$86.27avg. 13F price*
At the end of Q2 2026, 1,049 institutions reported holding iShares 20+ Year Treasury BD (TLT) in their 13F filings, down 52 from Q1 2026. 126 opened new positions and 169 sold out. The largest holders were Bank of America Corp. ($5.9B), Northwestern Mutual Wealth Management Co. ($3.4B) and BlackRock, Inc. ($2.6B). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares 20+ Year Treasury BD
- CUSIP
- 464287432
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 126 | $720.1M |
| Exits | 169 | $529.8M |
All 13F filers, Q1 2026 → Q2 2026: 50,574,761 shares bought and 54,606,486 shares sold, net −4,031,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,049 holders
| Bank of America Corp. | 0.38% | Reduce -19.1% | 68,394,742 | $5.9B |
| Northwestern Mutual Wealth Management Co. | 1.80% | Reduce -12.1% | 38,995,705 | $3.4B |
| BlackRock, Inc. | 0.04% | Add +9.3% | 29,706,461 | $2.6B |
| Rafferty Asset Management, LLC | 3.39% | Reduce -25.1% | 17,250,388 | $1.5B |
| Bank of Montreal | 0.52% | Add +4.9% | 16,438,341 | $1.4B |
| Citigroup Inc. | 0.65% | Add +8.9% | 16,154,438 | $1.4B |
| Morgan Stanley | 0.06% | Add +9.8% | 12,254,308 | $1.1B |
| UBS Group AG | 0.15% | Reduce -26.0% | 11,187,925 | $966.9M |
| Jane Street Group, LLC | 0.45% | Add +390.9% | 8,095,965 | $699.7M |
| JPMorgan Chase & Co. | 0.04% | Add +102.7% | 7,071,064 | $618.4M |
| Barclays PLC | 0.20% | Add +83.9% | 7,152,100 | $618.1M |
| Susquehanna International Group, LLP | 0.54% | Add +26.2% | 7,029,264 | $607.5M |
| LPL Financial LLC | 0.11% | Add +10.2% | 5,730,964 | $495.3M |
| Envestnet Asset Management Inc. | 0.11% | Add +18.3% | 5,550,822 | $479.7M |
| Wells Fargo & Company | 0.07% | Reduce -3.0% | 4,621,340 | $399.4M |
| Raymond James Financial Inc. | 0.09% | Add +35.7% | 3,749,415 | $324.0M |
| Alliancebernstein L.P. | 0.09% | Add +4.4% | 3,153,761 | $273.4M |
| Northwestern Mutual Investment Management Company, LLC | 2.95% | New | 2,913,600 | $251.8M |
| Mackenzie Financial Corp. | 0.25% | Reduce -8.9% | 2,913,300 | $251.8M |
| Harvest Portfolios Group Inc. | 3.05% | Reduce -8.8% | 2,503,691 | $216.4M |
| Stifel Financial Corp. | 0.17% | Add +1.3% | 2,330,705 | $201.4M |
| Royal Bank of Canada | 0.03% | Add +26.6% | 2,323,217 | $200.8M |
| Hantz Financial Services, Inc. | 2.68% | Add +8.6% | 2,290,733 | $198.0M |
| Janney Montgomery Scott LLC | 0.36% | Add +53.4% | 2,169,014 | $187.4M |
| Vantagepoint Investment Advisers LLC | 1.32% | No change | 2,039,385 | $176.2M |
| Truist Financial Corp. | 0.21% | Add +48.8% | 2,038,801 | $176.2M |
| Simplex Trading, LLC | 4.19% | Add +206.1% | 1,860,997 | $160.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -36.4% | 1,849,593 | $160.0M |
| Millennium Management | 0.11% | Add +310.2% | 1,806,952 | $156.2M |
| WestEnd Advisors, LLC | 3.33% | Add +83.1% | 1,727,307 | $149.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.27% | Reduce -19.7% | 1,658,046 | $143.3M |
| Citadel Advisors | 0.08% | Add +27.3% | 1,504,923 | $130.1M |
| BNP Paribas Financial Markets | 0.06% | Reduce -43.6% | 1,338,006 | $115.6M |
| Squarepoint Ops LLC | 0.21% | Add +3991.6% | 1,243,849 | $107.5M |
| Hamilton Capital Partners Inc. | 3.02% | Add +0.3% | 1,202,835 | $103.9M |
| Landscape Capital Management, L.L.C. | 6.63% | New | 1,182,793 | $102.2M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -9.8% | 1,130,282 | $97.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -58.3% | 1,105,298 | $95.5M |
| HSBC Holdings PLC | 0.04% | Add +184.8% | 1,072,991 | $92.8M |
| HighTower Advisors, LLC | 0.09% | Add +30.1% | 1,052,408 | $90.9M |
| Toronto Dominion Bank | 0.14% | Add +106.9% | 993,581 | $85.9M |
| US Bancorp \de | 0.09% | Add +3.9% | 988,185 | $85.4M |
| PEAK6 LLC | 2.02% | Add +95.0% | 957,831 | $82.8M |
| Osaic Holdings, Inc. | 0.10% | Add +14.0% | 946,848 | $81.9M |
| Cetera Investment Advisers | 0.07% | Reduce -6.7% | 916,717 | $79.2M |
| Karpus Management, Inc. | 2.20% | Add +222.9% | 882,953 | $76.3M |
| Ally Financial Inc. | 9.73% | No change | 873,000 | $75.4M |
| AIA Group Ltd | 0.94% | Reduce -14.3% | 867,623 | $75.0M |
| Commonwealth Equity Services, LLC | 0.09% | Add +1.8% | 864,809 | $74.7M |
| Disciplina Capital Management LLC | 7.49% | Add +5.4% | 838,458 | $72.5M |
| TD Private Client Wealth LLC | 1.29% | Add +10.2% | 813,576 | $70.3M |
| Old Mission Capital LLC | 1.76% | Add +61.9% | 798,261 | $69.0M |
| Victory Capital Management Inc. | 0.04% | Add +72.1% | 787,888 | $68.1M |
| State Street Corp. | 0.00% | Add +34.1% | 739,553 | $63.9M |
| Envestnet Portfolio Solutions, Inc. | 0.28% | Add +2830.0% | 685,649 | $59.3M |
| First Citizens Bank & Trust Co. | 0.87% | Add +10240.7% | 675,969 | $58.4M |
| Cassaday & Co Wealth Management LLC | 1.09% | Add +2167.6% | 671,779 | $58.1M |
| Quadrature Capital Ltd | 0.47% | New | 636,290 | $55.0M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +141.9% | 1,311,965 | $51.4M |
| Concurrent Investment Advisors, LLC | 0.41% | Add +25.3% | 561,799 | $48.6M |
| Moore Capital Management, LP | 1.13% | Add +640.0% | 555,000 | $48.0M |
| AlTi Global, Inc. | 0.99% | Reduce -2.0% | 553,585 | $47.9M |
| New Harbor Financial Group, LLC | 7.44% | Add +12.3% | 541,075 | $46.8M |
| Townsend & Associates, Inc | 3.86% | Add +2.6% | 539,586 | $45.3M |
| IHT Wealth Management, LLC | 0.91% | Reduce -31.3% | 496,288 | $42.9M |
| Rock Creek Group LLC | 4.32% | Reduce -3.3% | 496,137 | $42.9M |
| Bell Investment Advisors, Inc | 5.96% | Add +10.1% | 469,199 | $40.5M |
| Alkeon Capital Management LLC | 0.15% | Reduce -9.4% | 463,000 | $40.0M |
| Granite Bay Wealth Management, LLC | 3.57% | Add +113.0% | 448,018 | $38.7M |
| IFP Advisors, Inc | 0.70% | Reduce -19.7% | 446,710 | $38.6M |
| Krilogy Financial LLC | 1.12% | Add +6.8% | 437,148 | $37.8M |
| Jones Financial Companies LLLP | 0.01% | Add +12.4% | 405,680 | $35.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.8% | 409,907 | $35.4M |
| WS Management LLLP | 4.07% | Reduce -34.7% | 400,000 | $34.6M |
| Marshall Wace, LLP | 0.03% | New | 378,973 | $32.8M |
| Schonfeld Strategic Advisors LLC | 0.17% | New | 372,081 | $32.2M |
| National Bank of Canada | 0.03% | Reduce -49.6% | 368,902 | $31.9M |
| Marex Group Ltd | 0.23% | Reduce -23.0% | 352,364 | $30.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.19% | Add +6.7% | 352,426 | $30.4M |
| MML Investors Services, LLC | 0.06% | Add +31.9% | 343,064 | $29.6M |
| Third View Private Wealth, LLC | 3.65% | Add +0.1% | 342,677 | $29.6M |
| Willis Johnson & Associates, Inc. | 1.61% | Add +5.0% | 334,257 | $28.9M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Add +6.2% | 333,917 | $28.9M |
| Verition Fund Management LLC | 0.22% | Add +339.3% | 330,691 | $28.6M |
| Brevan Howard Capital Management LP | 0.41% | Reduce -88.2% | 323,830 | $28.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +24.4% | 317,312 | $27.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -66.8% | 316,382 | $27.3M |
| Insight Wealth Strategies, LLC | 2.65% | Add +990.3% | 316,959 | $27.1M |
| Meeder Asset Management Inc. | 1.38% | Reduce -18.5% | 313,274 | $27.1M |
| Trilogy Capital Inc. | 1.02% | Reduce -22.6% | 303,944 | $26.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -6.9% | 295,720 | $25.6M |
| Dakota Wealth Management | 0.49% | Add +24.1% | 293,538 | $25.4M |
| Farther Finance Advisors, LLC | 0.20% | Reduce -3.5% | 293,397 | $25.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.48% | Reduce -1.1% | 292,387 | $25.3M |
| Merit Financial Group, LLC | 0.16% | Add +100.3% | 289,543 | $25.0M |
| Cadence Wealth Management LLC | 11.16% | Reduce -47.7% | 288,384 | $24.9M |
| Simplicity Wealth,LLC | 0.84% | Add +1.5% | 287,153 | $24.8M |
| SBI Securities Co., Ltd. | 0.55% | Reduce -4.8% | 280,889 | $24.3M |
| Gould Asset Management LLC | 3.76% | Add +5.4% | 276,417 | $23.9M |
| Insight 2811, Inc. | 9.48% | Reduce -0.1% | 270,842 | $23.4M |
| Kestra Private Wealth Services, LLC | 0.26% | Reduce -5.4% | 270,812 | $23.4M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -31.0% | 270,542 | $23.4M |
| Fund Evaluation Group, LLC | 0.62% | Add +65.3% | 265,309 | $22.9M |
| DV Trading LLC | 1.78% | Add +4119.9% | 249,520 | $21.5M |
| Scopus Asset Management, L.P. | 0.50% | No change | 246,549 | $21.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 5.30% | Add +2.3% | 241,494 | $20.9M |
| Strong Tower Advisory Services | 3.53% | Add +10.2% | 228,180 | $19.7M |
| Composition Wealth, LLC | 0.23% | Add +369.0% | 226,306 | $19.6M |
| Osborne Partners Capital Management, LLC | 1.08% | Add +1.7% | 225,391 | $19.5M |
| Two Sigma Investments, LP | 0.02% | New | 224,469 | $19.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +23.4% | 223,136 | $19.3M |
| Centaurus Financial, Inc. | 0.75% | Add +10.8% | 222,290 | $19.2M |
| Cibc World Market Inc. | 0.03% | Add +64.0% | 222,142 | $19.2M |
| Integrity Alliance, Llc. | 0.59% | Reduce -10.5% | 216,550 | $18.7M |
| Wealthfront Advisers LLC | 0.04% | Add +57.0% | 214,616 | $18.5M |
| Elevation Point Wealth Partners, LLC | 0.34% | Add +29.1% | 214,526 | $18.5M |
| Wealthspire Advisors, LLC | 0.10% | Add +2150.7% | 212,714 | $18.4M |
| WJ Interests, LLC | 6.96% | Add +17.7% | 208,859 | $18.0M |
| Royal Fund Management, LLC | 1.50% | Add +3.6% | 208,015 | $18.0M |
| Oppenheimer & Co. Inc. | 0.19% | Add +42.9% | 204,983 | $17.7M |
| Venture Visionary Partners LLC | 0.49% | Add +5.2% | 204,606 | $17.7M |
| Private Advisor Group, LLC | 0.08% | Add +20.4% | 204,141 | $17.6M |
| Quaker Wealth Management, LLC | 5.04% | Reduce -1.9% | 200,359 | $17.3M |
| Savant Capital, LLC | 0.05% | New | 208,900 | $17.3M |
| Parallax Volatility Advisers, L.P. | 0.78% | Add +76.9% | 199,806 | $17.3M |
| BOS Asset Management, LLC | 4.02% | Reduce -4.2% | 199,476 | $17.2M |
| Fifth Third Bancorp | 0.03% | Reduce -14.3% | 197,346 | $17.1M |
| Headlands Technologies LLC | 1.79% | New | 195,674 | $16.9M |
| Carrera Capital Advisors | 2.45% | Reduce -2.4% | 191,680 | $16.6M |
| Mariner, LLC | 0.02% | Reduce -36.1% | 190,633 | $16.5M |
| One Day In July LLC | 1.13% | Add +25.0% | 188,781 | $16.3M |
| Edgestream Partners, L.P. | 0.48% | New | 188,006 | $16.2M |
| Man Group plc | 0.03% | New | 186,346 | $16.1M |
| Prospera Financial Services Inc | 0.23% | Add +18.2% | 186,065 | $16.1M |
| Sanctuary Advisors, LLC | 0.07% | Add +0.9% | 186,047 | $16.1M |
| Horizon Investments, LLC | 0.18% | Add +29.0% | 186,927 | $16.0M |
| Clarity Financial LLC | 1.37% | Add +28.8% | 184,656 | $16.0M |
| Occidental Asset Management, LLC | 1.58% | Add +0.8% | 183,834 | $15.9M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +8.3% | 183,826 | $15.9M |
| SG Americas Securities, LLC | 0.01% | Add +57.4% | 181,396 | $15.7M |
| FORM Wealth Advisors, LLC | 1.71% | Reduce -26.6% | 179,900 | $15.5M |
| Sjbenen Advisory, LLC | 9.21% | Add +59.9% | 179,700 | $15.5M |
| &partners | 0.06% | Add +7.2% | 189,343 | $15.3M |
| Quinn Opportunity Partners LLC | 0.71% | Add +53.8% | 176,883 | $15.3M |
| Stevens Capital Management LP | 3.58% | New | 172,600 | $14.9M |
| Cavalier Investments, LLC | 5.29% | Add +28.1% | 166,457 | $14.4M |
| Qube Research & Technologies Ltd | 0.02% | New | 164,793 | $14.2M |
| Fourpath Capital Management, LLC | 1.86% | New | 163,224 | $14.1M |
| Cultivar Capital, Inc. | 9.06% | Add +4.8% | 162,788 | $14.1M |
| Greenup Street Wealth Management LLC | 1.69% | Add +14.7% | 161,137 | $13.9M |
| Renaissance Technologies | 0.02% | New | 161,086 | $13.9M |
| Kingsview Wealth Management, LLC | 0.17% | Add +10.7% | 159,409 | $13.8M |
| Marino Management, LLC | 2.82% | No change | 154,653 | $13.5M |
| Brookstone Capital Management | 0.13% | Add +12.5% | 152,598 | $13.2M |
| New York Life Investment Management LLC | 0.09% | Add +49.0% | 151,844 | $13.1M |
| Advisory Services Network, LLC | 0.15% | Add +10.8% | 148,536 | $12.8M |
| Wealth Management Associates, Inc. | 3.53% | Add +1.3% | 147,990 | $12.8M |
| U S Wealth Group, Llc. | 7.55% | Add +31.8% | 145,874 | $12.6M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -45.4% | 145,095 | $12.5M |
| University of Illinois Foundation | 2.22% | Add +2158.3% | 143,761 | $12.4M |
| High Note Wealth, LLC | 2.11% | Add +10.6% | 143,446 | $12.4M |
| Jump Financial, LLC | 0.12% | New | 141,661 | $12.2M |
| Privium Fund Management (UK) Ltd | 5.05% | Add +22.8% | 138,800 | $12.1M |
| SlateStone Wealth, LLC | 0.92% | Reduce -13.0% | 139,467 | $12.1M |
| Granby Capital Management, LLC | 6.22% | No change | 138,000 | $11.9M |
| Castleark Management LLC | 0.32% | No change | 137,270 | $11.9M |
| Assetmark, Inc. | 0.02% | Reduce -89.8% | 136,400 | $11.8M |
| Banco Santander, S.A. | 0.07% | Add +151.3% | 135,280 | $11.7M |
| Richard W. Paul & Associates, LLC | 3.54% | Reduce -1.6% | 134,132 | $11.6M |
| Walleye Trading LLC | 0.16% | Add +411.1% | 133,810 | $11.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -40.6% | 132,273 | $11.4M |
| Itau Unibanco Holding S.A. | 0.21% | Add +5.0% | 126,000 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +11.2% | 128,342 | $10.8M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -2.2% | 126,248 | $10.8M |
| FPC Investment Advisory, Inc. | 5.07% | Add +3.1% | 127,051 | $10.7M |
| Sovran Advisors, LLC | 0.80% | Add +4.5% | 127,139 | $10.7M |
| Sicart Associates LLC | 2.58% | Reduce -0.6% | 121,835 | $10.5M |
| Axxcess Wealth Management, LLC | 0.16% | Add +4.8% | 117,252 | $10.1M |
| Braun-Bostich & Associates Inc. | 5.64% | Add +8.6% | 116,937 | $10.1M |
| Heartwood Wealth Advisors LLC | 0.77% | Add +1.7% | 115,113 | $9.9M |
| Lido Advisors, LLC | 0.04% | Add +1.8% | 115,022 | $9.9M |
| Benin Management CORP | 2.01% | Add +12.9% | 114,633 | $9.9M |
| Alerus Financial NA | 0.43% | Reduce -8.0% | 114,239 | $9.9M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -7.4% | 113,947 | $9.8M |
| Principal Financial Group Inc. | 0.00% | Add +12.8% | 113,854 | $9.8M |
| Independent Financial Group, LLC | 0.18% | Add +188.0% | 113,523 | $9.8M |
| Kiker Wealth Management, LLC | 3.82% | Add +27.5% | 113,384 | $9.8M |
| Equitable Holdings, Inc. | 0.06% | Add +14.2% | 112,165 | $9.7M |
| Nationwide Fund Advisors | 0.40% | Add +5.1% | 110,980 | $9.6M |
| MAI Capital Management | 0.04% | Add +527.3% | 110,109 | $9.5M |
| Security Benefit Life Insurance Co. | 5.26% | No change | 110,000 | $9.5M |
| Arax Advisory Partners | 0.06% | Add +292.3% | 108,221 | $9.4M |
| DAVENPORT & Co LLC | 0.05% | Add +30.3% | 107,017 | $9.2M |
| Cinctive Capital Management LP | 0.37% | Add +3451.7% | 106,550 | $9.2M |
| Atria Investments, Inc | 0.09% | Reduce -10.3% | 103,755 | $9.0M |
| AE Wealth Management LLC | 0.04% | Reduce -81.7% | 102,119 | $8.8M |
| Checchi Capital Advisers, LLC | 0.56% | Reduce -40.6% | 101,950 | $8.8M |
| Credit Agricole S A | 0.02% | Add +2.2% | 101,853 | $8.8M |
| Vision Financial Markets LLC | 7.49% | Add +41.7% | 99,900 | $8.6M |
| First Horizon Corp. | 0.33% | Add +8.1% | 98,084 | $8.5M |
| Basswood Capital Management, L.L.C. | 0.36% | No change | 96,154 | $8.3M |
| Sierra Ocean, LLC | 5.73% | Add +6.5% | 95,871 | $8.3M |
| Scarborough Advisors, LLC | 0.94% | Reduce -65.3% | 95,968 | $8.2M |
| IPG Investment Advisors LLC | 1.17% | Add +1.9% | 94,381 | $8.2M |
| Choreo, LLC | 0.09% | Reduce -3.4% | 94,199 | $8.1M |
| ExodusPoint Capital Management, LP | 0.08% | Reduce -33.0% | 93,862 | $8.1M |
| Legacy Private Trust Co. | 0.45% | Add +17.2% | 93,752 | $8.1M |
| Arlington Capital Management, Inc. | 5.03% | Reduce -6.7% | 93,513 | $8.1M |
| Independent Advisor Alliance | 0.19% | Reduce -51.5% | 92,633 | $8.0M |
| Procyon Advisors, LLC | 0.34% | Reduce -27.0% | 91,583 | $7.9M |
| Fermata Advisors, LLC | 1.59% | Reduce -2.6% | 90,789 | $7.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +91.7% | 90,578 | $7.8M |
| Empowered Funds, LLC | 0.04% | Reduce -41.9% | 90,382 | $7.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | Reduce -13.3% | 89,461 | $7.7M |
| Bulltick Wealth Management, LLC | 1.57% | Reduce -13.3% | 88,985 | $7.7M |
| Cordoba Advisory Partners LLC | 1.60% | Add +3.6% | 87,626 | $7.6M |
| Birchbrook, Inc. | 3.52% | Add +3.7% | 86,826 | $7.5M |
| Park Avenue Securities LLC | 0.05% | Reduce -10.8% | 86,756 | $7.5M |
| Point72 Asset Management | 0.01% | New | 86,078 | $7.4M |
| Heck Capital Advisors, LLC | 0.44% | Reduce -20.0% | 86,049 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.0% | 85,961 | $7.4M |
| Cerity Partners LLC | 0.01% | Reduce -17.6% | 85,889 | $7.4M |
| 4Thought Financial Group Inc. | 3.49% | Add +102.2% | 85,831 | $7.4M |
| International Private Wealth Advisors LLC | 3.79% | Add +38.3% | 85,097 | $7.4M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -19.1% | 84,047 | $7.3M |
| Sharkey, Howes & Javer | 0.87% | Reduce -35.2% | 83,089 | $7.2M |
| Brown Wealth Management, LLC | 1.59% | Add +9.6% | 82,196 | $7.1M |
| LifeWealth Investments, LLC | 1.89% | Add +2.4% | 82,019 | $7.1M |
| CI Investments Inc. | 0.02% | Add +674.9% | 81,787 | $7.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.5% | 80,882 | $7.0M |
| Berkeley Capital Partners, LLC | 1.43% | Add +10.3% | 80,150 | $6.9M |
| Advisors Preferred, LLC | 1.07% | Add +20.2% | 80,608 | $6.9M |
| Interactive Financial Advisors, Inc. | 4.17% | Add +0.8% | 79,099 | $6.8M |
| Triumph Capital Management | 1.24% | Add +9.0% | 78,997 | $6.8M |
| Pallas Capital Advisors LLC | 0.21% | Add +6.1% | 78,985 | $6.8M |
| Compound Planning, Inc. | 0.17% | Add +17.8% | 77,034 | $6.7M |
| Arkadios Wealth Advisors | 0.10% | Reduce -20.3% | 76,703 | $6.6M |
| Financial Enhancement Group LLC | 0.79% | New | 76,524 | $6.6M |
| Custos Family Office, LLC | 3.96% | Add +1.1% | 76,217 | $6.6M |
| Tidal Investments LLC | 0.02% | Add +42.3% | 76,413 | $6.6M |
| Coastal Bridge Advisors, LLC | 0.40% | Add +78.9% | 75,471 | $6.5M |
| Sowell Financial Services LLC | 0.21% | Reduce -1.5% | 73,594 | $6.4M |
| Boomfish Wealth Group, LLC | 2.87% | Add +4.8% | 73,005 | $6.3M |
| Captrust Financial Advisors | 0.01% | Reduce -0.5% | 72,865 | $6.3M |
| Hilltop Holdings Inc. | 0.51% | Reduce -28.4% | 72,104 | $6.2M |
| Graham Capital Management, L.P. | 0.24% | No change | 72,000 | $6.2M |
| Avos Capital Management, LLC | 2.56% | Add +961.7% | 71,325 | $6.2M |
| Csenge Advisory Group | 0.25% | Add +4.4% | 70,593 | $6.1M |
| CoreCap Advisors, LLC | 0.18% | Add +8.8% | 70,474 | $6.1M |
| CWC Advisors, LLC. | 2.70% | Add +1.6% | 70,278 | $6.1M |
| Canandaigua National Bank & Trust Co. | 0.51% | — | 69,971 | $6.0M |
| Joule Financial, LLC | 1.63% | Add +0.4% | 69,761 | $6.0M |
| Okabena Investment Services Inc. | 1.07% | New | 69,412 | $6.0M |
| Stephens Inc. | 0.07% | Add +16.7% | 68,961 | $6.0M |
| Harbour Investments, Inc. | 0.08% | Reduce -20.4% | 68,701 | $5.9M |
| Rik Saylor Financial, Inc. | 3.81% | Reduce -8.2% | 66,584 | $5.8M |
| LCW Services, LLC | 2.50% | Add +12.8% | 66,556 | $5.8M |
| Encompass More Asset Management | 0.83% | Reduce -8.9% | 65,755 | $5.7M |
| Group One Trading LLC | 0.16% | Add +1118.1% | 64,730 | $5.6M |
| Horst & Graben Wealth Management LLC | 0.73% | Reduce -51.4% | 65,277 | $5.6M |
| Hixon Zuercher, LLC | 1.59% | Add +3.4% | 62,862 | $5.4M |
| Kaydan Wealth Management, Inc. | 1.65% | Reduce -57.9% | 62,541 | $5.4M |
| Summit Securities Group LLC | 1.04% | New | 62,200 | $5.4M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -16.9% | 61,871 | $5.3M |
| Dorsey & Whitney Trust CO LLC | 0.26% | Reduce -7.8% | 61,628 | $5.3M |
| Natixis | 0.03% | No change | 61,318 | $5.3M |
| CreativeOne Wealth, LLC | 0.11% | Reduce -5.5% | 60,843 | $5.3M |
| Tudor Investment Corporation | 0.02% | Reduce -79.4% | 60,824 | $5.3M |
| Pinnacle Financial Partners, Inc. | 0.04% | Reduce -72.0% | 60,221 | $5.2M |
| Galaxy Digital Inc. | 0.82% | New | 60,000 | $5.2M |
| LYNX Capital Group Ltd. | 2.08% | Reduce -0.3% | 59,568 | $5.1M |
| Nolet Wealth Management, LLC | 2.80% | Reduce -66.5% | 58,775 | $5.1M |
| Beacon Advisors Holdings, LLC | 2.48% | Add +19.1% | 58,619 | $5.1M |
| Scotia Capital Inc. | 0.02% | Add +45.1% | 58,240 | $5.0M |
| TCP Asset Management, LLC | 0.57% | Reduce -12.4% | 57,932 | $5.0M |
| Midwest Heritage Bank, FSB | 1.42% | Add +5.3% | 57,885 | $5.0M |
| Aspect Partners, LLC | 1.84% | Add +3.0% | 57,065 | $4.9M |
| Fortis Group Advisors, LLC | 0.78% | Add +37.2% | 56,218 | $4.9M |
| Ballew Advisors, Inc | 2.50% | Add +3.0% | 56,688 | $4.8M |
| GLOBALT Investments LLC / GA | 0.16% | Reduce -2.3% | 55,680 | $4.8M |
| Sagespring Wealth Partners, LLC | 0.07% | Reduce -28.0% | 54,705 | $4.7M |
| Wedbush Securities Inc. | 0.12% | Add +4.4% | 54,625 | $4.7M |
| Measured Wealth Private Client Group, LLC | 1.13% | Reduce -29.4% | 54,219 | $4.7M |
| Capitolis Liquid Global Markets LLC | 0.02% | No change | 53,890 | $4.7M |
| Miller Financial Services LLC | 3.72% | Add +16.2% | 53,291 | $4.6M |
| Corient Private Wealth LP | 0.01% | Reduce -45.1% | 52,784 | $4.6M |
| Eddie Patel Inc | 2.72% | Add +890.3% | 52,652 | $4.6M |
| Shenkman Capital Management Inc. | 2.62% | Add +98.7% | 36,435 | $4.5M |
| Sigma Planning Corp | 0.11% | Add +23.1% | 51,704 | $4.5M |
| Shelton Wealth Management, LLC | 1.72% | Add +1.1% | 50,300 | $4.3M |
| CVS HEALTH Corp | 1.92% | Add +150.0% | 50,000 | $4.3M |
| Milestones Private Investment Advisors LLC | 3.41% | Add +0.2% | 49,566 | $4.3M |
| Cullen/Frost Bankers, Inc. | 0.04% | Reduce -26.3% | 49,506 | $4.3M |
| J. Safra Sarasin Holding AG | 0.06% | New | 49,402 | $4.3M |
| Intergy Private Wealth, LLC | 0.98% | Add +14.3% | 49,050 | $4.2M |
| Foundations Investment Advisors, LLC | 0.04% | Add +203.9% | 48,351 | $4.2M |
| Atlas Private Wealth Advisors | 0.91% | Add +2.3% | 47,846 | $4.1M |
| Matauro, LLC | 0.53% | Reduce -5.8% | 46,631 | $4.0M |
| Sims Investment Management, LLC | 1.24% | Add +3.1% | 46,558 | $4.0M |
| Vontobel Holding Ltd. | 0.01% | Add +41.9% | 45,577 | $3.9M |
| Global Retirement Partners, LLC | 0.06% | — | 45,337 | $3.9M |
| Beirne Wealth Consulting Services, LLC | 0.78% | Add +2.3% | 45,268 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -4.3% | 45,209 | $3.9M |
| First Trust Advisors LP | 0.00% | Add +5.8% | 45,147 | $3.9M |
| Valtinson Bruner Financial Planning LLC | 0.96% | Reduce -3.5% | 44,404 | $3.8M |
| Purpose Unlimited Inc. | 0.15% | Add +5.4% | 44,378 | $3.8M |
| Fisher Asset Management | 0.00% | Reduce -3.5% | 44,294 | $3.8M |
| Foguth Wealth Management, LLC. | 0.43% | Reduce -1.6% | 44,746 | $3.8M |
| Compass Financial Management LLC | 0.45% | — | 42,817 | $3.7M |
| Latitude Advisors, LLC | 1.47% | Reduce -2.1% | 42,684 | $3.7M |
| Cary Street Partners Investment Advisory LLC | 0.74% | Add +74.1% | 42,282 | $3.7M |
| Sfmg, LLC | 0.22% | Reduce -33.0% | 42,033 | $3.6M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -48.9% | 41,955 | $3.6M |
| Juno Financial Group LLC | 1.28% | Add +10.9% | 41,811 | $3.6M |
| Apollon Wealth Management, LLC | 0.04% | Add +4.1% | 41,787 | $3.6M |
| Spectrum Strategic Capital Management, LLC | 1.77% | Add +3.6% | 41,351 | $3.6M |
| Summit Financial, LLC | 0.04% | Reduce -88.4% | 41,346 | $3.6M |
| Robinson Value Management, Ltd. | 1.90% | Reduce -0.9% | 40,997 | $3.5M |
| Lighthouse Investment Partners, LLC | 0.11% | Reduce -30.8% | 40,848 | $3.5M |
| Trek Financial, LLC | 0.18% | Reduce -89.2% | 40,811 | $3.5M |
| Harbor Capital Advisors, Inc. | 0.24% | New | 40,373 | $3.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -23.4% | 40,043 | $3.5M |
| Wilmington Savings Fund Society, FSB | 0.08% | No change | 40,000 | $3.5M |
| TD Asset Management Inc | 0.00% | Reduce -31.1% | 39,904 | $3.4M |
| Geneos Wealth Management Inc. | 0.07% | Add +7.4% | 39,757 | $3.4M |
| Verus Capital Partners, LLC | 0.19% | Reduce -6.6% | 39,665 | $3.4M |
| Unique Wealth Strategies, LLC | 1.25% | Add +18.2% | 39,615 | $3.4M |
| Fiduciary Financial Group, LLC | 0.39% | Reduce -33.9% | 39,376 | $3.4M |
| Crabel Capital Management, LLC | 2.46% | Add +406.7% | 38,914 | $3.4M |
| Ascent Advisors, LLC | 3.87% | Add +17.9% | 39,230 | $3.4M |
| Lazard Asset Management LLC | 0.01% | Reduce -0.2% | 38,416 | $3.3M |
| Meridian Wealth Management, LLC | 0.10% | Reduce -3.5% | 38,296 | $3.3M |
| Ferguson Shapiro LLC | 0.97% | New | 37,900 | $3.3M |
| Kiley Juergens Wealth Management, LLC | 0.50% | Add +0.2% | 36,763 | $3.2M |
| GeoWealth Management, LLC | 0.10% | Add +68.5% | 36,501 | $3.2M |
| Waverly Advisors, LLC | 0.02% | Add +38.3% | 36,173 | $3.1M |
| HighMark Wealth Management LLC | 1.05% | Add +1.0% | 36,113 | $3.1M |
| WJ Financial Advisors LLC | 2.29% | Add +4.8% | 36,023 | $3.1M |
| Titleist Asset Management, LLC | 0.21% | Add +16.5% | 35,657 | $3.1M |
| Glaxis Capital Management, LLC | 6.08% | Reduce -0.1% | 35,000 | $3.0M |
| Creative Planning | 0.00% | Reduce -11.9% | 34,873 | $3.0M |
| Creative Financial Designs Inc. | 0.14% | Reduce -9.8% | 34,810 | $3.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 2.40% | Add +4.4% | 34,666 | $3.0M |
| BCM Advisors, LLC | 0.58% | No change | 35,837 | $3.0M |
| Focus Partners Wealth | 0.00% | Reduce -71.3% | 34,399 | $3.0M |
| XTX Topco Ltd | 0.04% | Reduce -30.7% | 33,836 | $2.9M |
| Heritage Wealth Management, Inc. | 1.44% | Add +2.6% | 33,453 | $2.9M |
| Insigneo Advisory Services, LLC | 0.11% | Add +31.1% | 33,092 | $2.9M |
| Yoder Wealth Management, Inc. | 1.11% | Reduce -0.7% | 32,912 | $2.8M |
| Perennial Investment Advisors, LLC | 0.19% | Reduce -67.7% | 32,836 | $2.8M |
| Belvedere Trading LLC | 0.24% | New | 32,667 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.3% | 32,250 | $2.8M |
| Arvest Investments, Inc. | 0.33% | Add +7.2% | 31,943 | $2.8M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -24.3% | 31,925 | $2.8M |
| GC Wealth Management RIA, LLC | 0.16% | New | 31,889 | $2.8M |
| Investors Portfolio Services LLC | 2.09% | Add +0.4% | 31,701 | $2.7M |
| Voya Financial Advisors, Inc. | 0.24% | Add +18.6% | 31,010 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.3% | 31,242 | $2.7M |
| Midwest Financial Group LLC | 0.95% | Reduce -5.6% | 31,223 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -8.8% | 31,017 | $2.7M |
| Wealthspire Retirement, LLC | 0.15% | Add +2.3% | 31,287 | $2.6M |
| Blue Capital, Inc. | 1.68% | Reduce -4.2% | 30,605 | $2.6M |
| Tortoise Investment Management, LLC | 0.20% | Reduce -30.8% | 30,520 | $2.6M |
| PMV Capital Advisers, LLC | 3.93% | Add +8.7% | 30,288 | $2.6M |
| Panoramic Investment Advisors, LLC | 1.22% | Reduce -2.2% | 29,403 | $2.5M |
| James Investment Research, Inc. | 0.26% | Reduce -5.8% | 29,358 | $2.5M |
| Tempus Wealth Planning, LLC | 0.49% | Reduce -8.0% | 29,236 | $2.5M |
| Everest Financial Group LLC | 0.34% | Reduce -0.3% | 28,813 | $2.5M |
| Erickson Financial Group, LLC | 1.33% | Reduce -0.1% | 28,805 | $2.5M |
| Clay Northam Wealth Management, LLC | 1.21% | Reduce -1.4% | 28,475 | $2.5M |
| Bank of Nova Scotia | 0.00% | Reduce -52.6% | 28,276 | $2.4M |
| Genesee Capital Advisors, LLC | 0.77% | Add +449.6% | 28,097 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +223.2% | 27,908 | $2.4M |
| Eq LLC | 0.59% | Reduce -50.6% | 27,827 | $2.4M |
| DKM Wealth Management, Inc. | 1.56% | Reduce -9.0% | 27,703 | $2.4M |
| Tru Independence Asset Management 2, LLC | 1.28% | Add +3.2% | 27,402 | $2.4M |
| Almanack Investment Partners, LLC. | 0.30% | New | 27,129 | $2.3M |
| Benjamin Edwards Inc. | 0.02% | Add +3.6% | 26,482 | $2.3M |
| Providence Capital Advisors, LLC | 0.34% | Reduce -0.3% | 26,278 | $2.3M |
| Ak Global Asset Management, LLC | 1.92% | Add +5.5% | 26,200 | $2.3M |
| FMR LLC | 0.00% | Add +84.7% | 25,863 | $2.2M |
| Lake Street Private Wealth, LLC | 0.26% | Reduce -0.9% | 25,848 | $2.2M |
| Primoris Wealth Advisors, LLC | 1.02% | New | 25,818 | $2.2M |
| Cadinha & Co. LLC | 0.33% | Reduce -8.1% | 25,559 | $2.2M |
| Modern Wealth Management, LLC | 0.03% | Reduce -7.2% | 25,501 | $2.2M |
| William John Sempolinski | 0.89% | Reduce -13.5% | 25,480 | $2.2M |
| Fidelis Capital Partners, LLC | 0.13% | Add +13.2% | 25,379 | $2.2M |
| ShoreHaven Wealth Partners, LLC | 0.69% | Reduce -75.7% | 25,346 | $2.2M |
| Values First Advisors, Inc. | 0.99% | Add +12.0% | 25,147 | $2.2M |
| MA Private Wealth | 0.32% | Reduce -16.4% | 25,017 | $2.2M |
| MBA Advisors LLC | 0.74% | Add +9.5% | 24,992 | $2.2M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -0.1% | 24,663 | $2.1M |
| PFG Investments, LLC | 0.08% | Reduce -26.9% | 24,173 | $2.1M |
| Northern Trust Corp. | 0.00% | Reduce -12.7% | 24,118 | $2.1M |
| Redwood Investment Management, LLC | 0.20% | Add +8.7% | 23,874 | $2.1M |
| FDx Advisors, Inc. | 0.62% | Reduce -15.8% | 23,835 | $2.1M |
| Camarda Financial Advisors, LLC | 0.61% | Reduce -42.7% | 23,513 | $2.0M |
| Summit Financial Wealth Advisors, LLC | 0.26% | Add +56.4% | 23,431 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +9.0% | 23,168 | $2.0M |
| Unifi Asset Management LP | 1.40% | No change | 23,070 | $2.0M |
| Keel Point, LLC | 0.12% | Add +0.0% | 22,843 | $2.0M |
| Formidable Asset Management, LLC | 0.31% | Reduce -6.2% | 22,712 | $2.0M |
| Money Concepts Capital Corp. | 0.09% | Reduce -4.8% | 22,659 | $2.0M |
| Argyle Capital Partners, LLC | 1.22% | Add +3.6% | 22,458 | $1.9M |
| Yukon Wealth Management, Inc. | 0.56% | Reduce -1.1% | 22,455 | $1.9M |
| Dynamic Wealth Strategies, LLC | 1.03% | Reduce -1.3% | 22,363 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +12.8% | 22,136 | $1.9M |
| Plancorp, LLC | 0.05% | New | 22,537 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Add +50.3% | 21,847 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Reduce -1.7% | 21,657 | $1.9M |
| NewEdge Wealth, LLC | 0.02% | Reduce -5.2% | 21,584 | $1.9M |
| 4WEALTH Advisors, Inc. | 1.43% | Add +7.4% | 21,286 | $1.9M |
| Delos Wealth Advisors, LLC | 0.95% | Add +16.4% | 21,468 | $1.9M |
| Boltwood Capital Management | 0.42% | Add +2.4% | 21,439 | $1.9M |
| Alethea Capital Management, LLC | 0.76% | Reduce -6.8% | 21,276 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -8.7% | 21,273 | $1.8M |
| Surience Private Wealth LLC | 1.58% | Add +21.9% | 20,801 | $1.8M |
| Aurora Private Wealth, Inc. | 1.14% | Reduce -2.4% | 20,713 | $1.8M |
| Silver Oak Securities, Incorporated | 0.11% | New | 20,620 | $1.8M |
| Vaquero Private Wealth, Ltd. | 0.37% | — | 20,541 | $1.8M |
| Virtue Capital Management, LLC | 0.23% | Reduce -24.2% | 20,339 | $1.8M |
| Empirical Asset Management, LLC | 0.40% | Add +16.7% | 20,318 | $1.8M |
| American Alpha Advisors, LLC | 1.04% | Add +4.8% | 20,294 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.70% | Reduce -0.9% | 20,245 | $1.7M |
| Tempo Wealth, LLC | 0.25% | Reduce -34.0% | 19,633 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Add +15.9% | 19,582 | $1.7M |
| Mgo One Seven LLC | 0.03% | Add +1.3% | 19,280 | $1.7M |
| Nwam LLC | 0.08% | Add +30.3% | 19,123 | $1.7M |
| Mutual Advisors, LLC | 0.03% | Reduce -7.6% | 19,049 | $1.6M |
| Diversify Advisory Services, LLC | 0.03% | New | 19,529 | $1.6M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -62.4% | 19,529 | $1.6M |
| Valtrion Capital Management, LLC | 1.22% | Add +8.8% | 18,897 | $1.6M |
| World Investment Advisors | 0.03% | Add +19.8% | 18,798 | $1.6M |
| Shay Capital LLC | 0.18% | No change | 18,716 | $1.6M |
| RiverFront Investment Group, LLC | 0.02% | Reduce -4.1% | 18,549 | $1.6M |
| Spectrum Planning & Advisory Services Inc. | 0.71% | Reduce -47.8% | 18,486 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.11% | Add +0.4% | 18,666 | $1.6M |
| WealthShield Partners, LLC | 0.24% | Reduce -23.1% | 18,351 | $1.6M |
| Prudential PLC | 0.01% | Reduce -94.8% | 18,263 | $1.6M |
| Coppell Advisory Solutions LLC | 0.13% | New | 88 | $1.6M |
| Generation Capital Management LLC | 0.97% | New | 18,205 | $1.6M |
| Professional Financial Advisors, LLC | 0.27% | Reduce -66.5% | 18,094 | $1.6M |
| Mariner Investment Group LLC | 0.58% | New | 18,080 | $1.6M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 17,979 | $1.6M |
| NerdWallet Wealth Partners, LLC | 0.53% | Add +32.1% | 17,924 | $1.5M |
| Hoxton Planning & Management, LLC | 0.40% | Reduce -10.6% | 17,899 | $1.5M |
| Ravenstone Capital Management Inc. | 0.63% | Reduce -2.3% | 17,766 | $1.5M |
| Rooted Wealth Advisors, Inc. | 0.37% | Add +21.7% | 17,617 | $1.5M |
| Narus Financial Partners, LLC | 0.39% | Add +1.3% | 17,539 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.33% | Add +1.3% | 17,474 | $1.5M |
| HighPoint Advisor Group LLC | 0.05% | Add +30.1% | 17,437 | $1.5M |
| Regal Investment Advisors LLC | 0.08% | Reduce -21.4% | 17,310 | $1.5M |
| Palogic Value Management, L.P. | 0.54% | New | 17,300 | $1.5M |
| Flagstar Securities, Inc. | 0.45% | New | 17,258 | $1.5M |
| Security Financial Services, INC. | 0.21% | Add +80.8% | 17,220 | $1.5M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -74.6% | 17,191 | $1.5M |
| Capital Investment Counsel, Inc | 0.16% | Add +4.9% | 17,045 | $1.5M |
| Goelzer Investment Management, Inc. | 0.06% | Add +1.1% | 16,944 | $1.5M |
| RPg Family Wealth Advisory, LLC | 0.24% | Reduce -27.8% | 16,747 | $1.4M |
| Tectonic Advisors LLC | 0.07% | Reduce -0.1% | 16,734 | $1.4M |
| FNY Investment Advisers, LLC | 0.52% | Reduce -44.5% | 16,580 | $1.4M |
| Stronghold Wealth Management L.L.C. | 1.89% | Add +0.8% | 16,318 | $1.4M |
| Sharpepoint LLC | 0.70% | Reduce -83.8% | 16,238 | $1.4M |
| Vise Technologies, Inc. | 0.02% | Add +15.8% | 16,114 | $1.4M |
| Western Financial Corp | 0.41% | Add +7.8% | 16,093 | $1.4M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -40.0% | 16,062 | $1.4M |
| Alterna Wealth Management, Inc. | 0.79% | New | 15,853 | $1.4M |
| Rakuten Securities, Inc. | 0.32% | Reduce -10.2% | 15,705 | $1.4M |
| Integrity Advisory Solutions, LLC | 0.14% | Add +17.4% | 15,653 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -18.4% | 15,621 | $1.3M |
| Mechanics Bank Trust Department | 0.17% | Reduce -15.2% | 15,594 | $1.3M |
| V2 Financial group LLC | 0.50% | Reduce -77.8% | 15,583 | $1.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Reduce -22.8% | 15,547 | $1.3M |
| Red Reef Advisors LLC | 1.24% | Add +2.9% | 15,496 | $1.3M |
| Roberts Financial Services LLC | 0.39% | Reduce -0.6% | 15,359 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.00% | No change | 15,000 | $1.3M |
| Risk Paradigm Group, LLC | 1.01% | Reduce -35.8% | 14,887 | $1.3M |
| VestGen Advisors, LLC | 0.04% | Reduce -54.4% | 14,741 | $1.3M |
| Wolverine Asset Management LLC | 0.07% | Add +20.6% | 14,667 | $1.3M |
| J. Goldman & Co LP | 0.04% | New | 14,604 | $1.3M |
| Savvy Advisors, Inc. | 0.03% | Reduce -15.0% | 14,591 | $1.3M |
| Helium Advisors LLC | 1.05% | Add +4.5% | 14,506 | $1.3M |
| Matrix Trust Co | 0.18% | No change | 14,419 | $1.2M |
| Second Half Financial Partners, LLC | 0.51% | Add +78.0% | 14,370 | $1.2M |
| E&G Advisors, LLC | 0.24% | No change | 14,324 | $1.2M |
| Independence Wealth Advisors, LLC | 0.61% | Add +17.9% | 14,135 | $1.2M |
| Blair William & Co. | 0.00% | Add +4.3% | 14,020 | $1.2M |
| 5T Wealth, LLC | 0.45% | Add +183.8% | 13,940 | $1.2M |
| Convergence Financial, LLC | 0.10% | New | 13,869 | $1.2M |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -8.4% | 13,519 | $1.2M |
| CCG Wealth Management, LLC | 0.27% | Reduce -4.8% | 13,458 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -9.0% | 13,452 | $1.2M |
| Stansberry Asset Management, LLC | 0.11% | Add +5.5% | 13,445 | $1.2M |
| Sunpointe, LLC | 0.33% | Add +79.4% | 13,440 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.11% | Reduce -4.2% | 13,343 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.25% | Reduce -63.0% | 13,254 | $1.1M |
| United Advisor Group, LLC | 0.12% | Reduce -6.2% | 13,226 | $1.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +12.5% | 13,003 | $1.1M |
| Westside Investment Management, Inc. | 0.14% | Add +57.4% | 12,773 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +17.5% | 12,684 | $1.1M |
| Etesian Wealth Advisors, Inc. | 0.32% | Reduce -7.4% | 12,660 | $1.1M |
| Summit Financial Consulting LLC | 0.74% | Add +1.1% | 12,602 | $1.1M |
| Chesley Taft & Associates LLC | 0.04% | Add +3.2% | 12,591 | $1.1M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -1.8% | 12,516 | $1.1M |
| Silverlake Wealth Management LLC | 0.21% | Reduce -32.8% | 12,507 | $1.1M |
| Cypress Capital Group | 0.10% | New | 12,500 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +149.9% | 12,493 | $1.1M |
| Advyzon Investment Management, LLC | 0.08% | Add +2.8% | 12,375 | $1.1M |
| Paragon Capital Management Inc. | 0.79% | Add +1.0% | 12,301 | $1.1M |
| Tiaa Trust, National Association | 0.06% | Add +0.3% | 12,232 | $1.1M |
| Oak Family Advisors, LLC | 0.30% | Reduce -1.1% | 12,191 | $1.1M |
| Hollencrest Capital Management | 0.07% | Add +1.2% | 12,186 | $1.1M |
| GDS Wealth Management | 0.05% | Reduce -6.4% | 12,140 | $1.0M |
| National Philanthropic Trust | 0.02% | Add +1.2% | 12,132 | $1.0M |
| CDKV Holdings LLC | 0.81% | Add +3.0% | 12,065 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Reduce -96.2% | 12,053 | $1.0M |
| Haven Private, LLC | 0.39% | New | 12,016 | $1.0M |
| Strategic Blueprint, LLC | 0.05% | Reduce -23.2% | 12,007 | $1.0M |
| Prelude Capital Management, LLC | 0.08% | New | 11,970 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +1.2% | 11,901 | $1.0M |
| RFG Advisory, LLC | 0.02% | Reduce -63.9% | 11,733 | $1.0M |
| Moors & Cabot, Inc. | 0.04% | Add +3.2% | 11,655 | $1.0M |
| EP Wealth Advisors, LLC | 0.00% | Add +133.1% | 11,651 | $1.0M |
| Joseph P. Lucia & Associates, LLC | 0.30% | Reduce -42.3% | 11,651 | $1.0M |
| Crescent Grove Advisors, LLC | 0.08% | New | 11,561 | $999K |
| Burford Brothers, Inc. | 0.37% | Reduce -4.5% | 11,514 | $995K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 11,476 | $992K |
| Websterrogers Financial Advisors, LLC | 0.25% | Add +52.6% | 11,420 | $987K |
| Invictus Private Wealth, LLC | 0.05% | Add +42.1% | 11,172 | $965K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -45.1% | 11,172 | $965K |
| Cooper Financial Group | 0.08% | Reduce -1.0% | 11,159 | $964K |
| Cresta Advisors, Ltd. | 0.34% | No change | 11,085 | $958K |
| Cresset Asset Management, LLC | 0.00% | Add +1.1% | 11,008 | $951K |
| Kovack Advisors, Inc. | 0.05% | Add +19.3% | 11,007 | $942K |
| Unique Wealth, LLC | 0.11% | Add +168.8% | 10,756 | $930K |
| Spire Wealth Management | 0.03% | Reduce -61.4% | 10,746 | $929K |
| McAdam, LLC | 0.04% | Reduce -43.6% | 10,718 | $926K |
| Beto Financial Group, LLC | 0.49% | Add +31.3% | 11,024 | $925K |
| True North Advisors, LLC | 0.09% | Add +3.0% | 10,697 | $924K |
| Liberty Wealth Management LLC | 0.11% | No change | 10,514 | $911K |
| Centerline Wealth Advisors, LLC | 0.28% | Add +31.9% | 10,506 | $908K |
| Titiun Yejiel | 0.78% | No change | 10,387 | $898K |
| Ehrlich Financial Group | 0.46% | Reduce -0.1% | 10,371 | $896K |
| EFG International AG | 0.02% | No change | 10,297 | $890K |
| Westwood Holdings Group Inc. | 0.01% | Reduce -19.5% | 10,273 | $888K |
| Ibex Wealth Advisors | 0.07% | Reduce -3.8% | 10,234 | $884K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -4.8% | 10,213 | $883K |
| United Asset Strategies, Inc. | 0.06% | Reduce -2.6% | 10,126 | $875K |
| Cantor Fitzgerald, L. P. | 0.02% | New | 10,000 | $864K |
| Picton Mahoney Asset Management | 0.01% | No change | 10,000 | $864K |
| Intrua Financial, LLC | 0.08% | Reduce -4.1% | 9,830 | $849K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Add +3.4% | 9,813 | $848K |
| Affinity Capital Advisors, LLC | 0.10% | Reduce -50.6% | 9,837 | $841K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -2.0% | 9,711 | $839K |
| Catalyst Private Wealth, LLC | 0.40% | Add +15.6% | 9,674 | $836K |
| Smart Money Group LLC | 0.21% | Reduce -6.1% | 9,527 | $823K |
| Principal Securities, Inc. | 0.01% | Add +23.9% | 9,367 | $809K |
| Slagle Financial, LLC | 0.24% | Add +12.0% | 9,327 | $806K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -43.0% | 9,315 | $805K |
| Larson Financial Group LLC | 0.02% | Add +1088.0% | 9,171 | $793K |
| Omega Financial Group, LLC | 0.24% | Reduce -2.7% | 9,144 | $790K |
| LCNB Corp. | 0.24% | Add +45.6% | 9,100 | $786K |
| Midwest Trust Co | 0.01% | Add +4.1% | 9,012 | $779K |
| Signet Private Wealth LLC | 0.61% | Reduce -59.5% | 8,916 | $771K |
| Clear Investment Research, LLC | 1.19% | Reduce -19.5% | 8,866 | $766K |
| Pursue Wealth Partners LLC | 0.42% | Reduce -55.0% | 8,745 | $756K |
| Apeiron RIA LLC | 0.19% | Reduce -64.5% | 8,734 | $755K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -49.1% | 8,724 | $754K |
| Islay Capital Management, LLC | 0.36% | Add +27.7% | 8,707 | $752K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.22% | Add +22.5% | 8,700 | $752K |
| Cary Street Partners Financial LLC | 0.02% | Add +14.6% | 8,652 | $748K |
| Garden State Investment Advisory Services LLC | 0.15% | Reduce -46.2% | 8,617 | $745K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -43.7% | 8,616 | $745K |
| Allworth Financial LP | 0.00% | Reduce -29.8% | 8,568 | $740K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -2.5% | 8,549 | $739K |
| Fifth Third Securities, Inc. | 0.04% | Add +1.7% | 8,537 | $738K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -23.1% | 8,438 | $729K |
| Dymon Asia Capital (singapore) Pte. LTD. | 0.12% | Reduce -35.8% | 8,434 | $729K |
| Causey Wealth LLC | 0.28% | Reduce -3.2% | 8,419 | $728K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.20% | No change | 8,370 | $723K |
| Claro Advisors Inc. | 0.07% | Reduce -25.7% | 8,235 | $712K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -9.3% | 8,196 | $708K |
| Victory Financial Group, LLC | 0.07% | Reduce -23.5% | 8,106 | $701K |
| J2 Capital Management Inc | 0.47% | Add +0.9% | 8,064 | $697K |
| Great Hill Capital LLC | 0.34% | Add +3.9% | 8,050 | $696K |
| KM Capital Management Ltd. | 0.33% | New | 8,037 | $695K |
| Brookwood Investment Group LLC | 0.08% | Reduce -32.0% | 8,013 | $693K |
| Gerald Baker Financial Group LLC | 0.20% | Add +0.8% | 7,932 | $685K |
| Gotham Asset Management | 0.00% | No change | 7,918 | $684K |
| Global Wealth Strategies & Associates | 0.13% | Reduce -48.6% | 7,918 | $684K |
| Wealth Alliance, LLC | 0.06% | Reduce -16.8% | 7,892 | $682K |
| Boothbay Fund Management, LLC | 0.01% | New | 7,880 | $681K |
| Cedar Wealth Management, LLC | 0.17% | No change | 7,698 | $665K |
| Hyundai Investments Co., Ltd. | 0.72% | Add +45.2% | 7,605 | $665K |
| Global View Capital Management LLC | 0.14% | Add +18.2% | 7,685 | $664K |
| Hobbs Group Advisors, LLC | 0.17% | Reduce -0.9% | 7,662 | $662K |
| Old National Bancorp | 0.01% | New | 7,622 | $659K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -45.6% | 7,583 | $656K |
| Arkos Global Advisors | 0.08% | Add +0.4% | 7,561 | $653K |
| MH & Associates Securities Management Corp. | 0.58% | Reduce -1.5% | 7,537 | $651K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -69.3% | 7,523 | $650K |
| Juncture Wealth Strategies, LLC | 0.17% | No change | 7,517 | $650K |
| Gateway Wealth Partners, LLC | 0.04% | Reduce -64.2% | 7,485 | $647K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -77.4% | 7,359 | $636K |
| PFG Advisors | 0.03% | Reduce -1.3% | 7,289 | $630K |
| Pathstone Holdings, LLC | 0.00% | Reduce -5.9% | 7,274 | $629K |
| North Forty Two & Co. | 0.53% | Add +6.7% | 7,217 | $624K |
| Lifetime Wealth Management P.C. | 0.37% | Add +0.0% | 7,217 | $624K |
| Leisure Capital Management | 0.19% | Reduce -5.9% | 7,212 | $623K |
| Capital Analysts, LLC | 0.01% | Add +293.8% | 7,140 | $617K |
| Tranquilli Financial Advisor LLC | 0.33% | Add +13.3% | 7,098 | $613K |
| Optivise Advisory Services LLC | 0.31% | New | 7,065 | $611K |
| Commerce Bank | 0.00% | Add +23.1% | 7,065 | $611K |
| Integrated Investment Consultants, LLC | 0.12% | No change | 7,051 | $609K |
| National Wealth Management Group, LLC | 0.19% | New | 7,050 | $609K |
| Sovereign Investment Advisors, LLC | 0.11% | No change | 7,050 | $609K |
| Wellington-Altus USA Inc. | 0.43% | No change | 7,011 | $608K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.1% | 7,011 | $606K |
| Carr Financial Group Corp | 0.14% | No change | 7,000 | $605K |
| Fairfield, Bush & Co. | 0.29% | Reduce -3.8% | 6,877 | $594K |
| WESPAC Advisors, LLC | 0.29% | New | 6,844 | $591K |
| Capstone Wealth Management Group, LLC | 0.21% | Reduce -22.1% | 6,843 | $591K |
| IFG Advisory, LLC | 0.02% | New | 6,803 | $588K |
| Navigation Wealth Management, Inc. | 0.81% | Add +4.8% | 6,802 | $588K |
| Westfuller Advisors, LLC | 0.21% | Add +5.1% | 6,761 | $584K |
| Summit Wealth Group, LLC | 0.12% | Reduce -7.6% | 6,712 | $580K |
| Exit Wealth Advisors, LLC. | 0.26% | Reduce -30.9% | 6,639 | $574K |
| Three Seasons Wealth, LLC | 0.05% | New | 6,621 | $572K |
| Mma Asset Management LLC | 0.18% | Reduce -4.6% | 6,610 | $571K |
| Realta Investment Advisors | 0.18% | Reduce -5.4% | 6,604 | $571K |
| Biltmore Family Office, LLC | 0.07% | No change | 6,593 | $570K |
| Caldwell Sutter Capital, Inc. | 0.21% | Reduce -19.1% | 6,559 | $567K |
| Keybank National Association | 0.00% | Reduce -34.7% | 6,321 | $546K |
| Town Capital LLC | 0.35% | New | 6,309 | $545K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.5% | 6,308 | $545K |
| Elevated Capital Advisors, LLC | 0.15% | Reduce -0.4% | 6,296 | $544K |
| Q3 Asset Management | 0.10% | New | 6,035 | $544K |
| Ethos Financial Group, LLC | 0.04% | Reduce -94.3% | 6,402 | $543K |
| Embree Financial Group | 0.05% | Add +14.8% | 6,240 | $539K |
| Sage Advisory Services, Ltd.Co. | 0.27% | Add +6.3% | 6,234 | $539K |
| Bluedoor Private Wealth, LLC | 0.23% | No change | 6,200 | $536K |
| Roman Butler Fullerton & Co. | 0.13% | Reduce -48.6% | 6,367 | $535K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -12.5% | 6,184 | $534K |
| Schroder Investment Management Group | 0.00% | No change | 6,100 | $533K |
| Bingham Private Wealth, LLC | 0.37% | Reduce -4.8% | 6,143 | $531K |
| Accretive Wealth Partners, LLC | 0.13% | No change | 6,133 | $530K |
| Private Trust Co. NA | 0.04% | Reduce -3.5% | 6,127 | $529K |
| Ieq Capital, LLC | 0.00% | New | 6,101 | $527K |
| Focus Financial Network, Inc. | 0.02% | Reduce -11.8% | 6,094 | $527K |
| Vanguard Capital Wealth Advisors | 0.36% | Add +2.8% | 6,094 | $527K |
| Symmetry Partners, LLC | 0.03% | Add +1.0% | 6,006 | $519K |
| Nkcfo LLC | 0.16% | No change | 6,000 | $519K |
| Keystone Financial Services | 0.13% | Add +7.1% | 5,979 | $517K |
| Aurelius Family Office LLC | 0.20% | Reduce -11.2% | 5,969 | $516K |
| American Asset Management Inc. | 0.42% | Reduce -8.4% | 5,917 | $511K |
| Keystone Financial Group | 0.03% | Reduce -0.4% | 5,864 | $507K |
| Orcam Financial Group | 0.24% | New | 5,751 | $497K |
| Gilman Hill Asset Management, LLC | 0.07% | No change | 5,750 | $497K |
| Saxon Interests, Inc. | 0.14% | Reduce -0.5% | 5,719 | $494K |
| Shared Vision Wealth Group LLC | 0.17% | Reduce -15.5% | 5,707 | $493K |
| First Interstate Bank | 0.03% | Reduce -7.3% | 5,702 | $493K |
| MMBG Investment Advisors Co. | 0.04% | No change | 5,644 | $488K |
| West Michigan Advisors, LLC | 0.09% | Reduce -63.2% | 5,639 | $487K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +5.4% | 5,611 | $485K |
| Betterment LLC | 0.00% | Reduce -95.2% | 5,521 | $477K |
| Penbrook Management LLC | 0.30% | New | 5,510 | $476K |
| Fiduciary Financial Advisors | 0.05% | New | 5,474 | $473K |
| Petra Financial Advisors Inc. | 0.22% | No change | 5,469 | $473K |
| Headinvest, LLC | 0.09% | No change | 5,450 | $471K |
| Lewis Asset Management, LLC | 0.16% | Add +0.1% | 5,408 | $467K |
| AQR Capital Management | 0.00% | Add +23.2% | 5,359 | $463K |
| Axim Planning & Wealth | 0.65% | Reduce -5.8% | 5,343 | $462K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -61.0% | 5,303 | $458K |
| Sankala Group LLC | 0.31% | Add +117.8% | 5,579 | $456K |
| Toth Financial Advisory Corp. | 0.04% | Add +1520.3% | 5,201 | $449K |
| Regions Financial Corp. | 0.00% | Reduce -8.6% | 5,188 | $448K |
| Arrowroot Family Office, LLC | 0.13% | Reduce -26.5% | 5,121 | $443K |
| Sloy Dahl & Holst, LLC | 0.05% | No change | 5,115 | $442K |
| Patten Group, Inc. | 0.07% | Reduce -39.1% | 5,036 | $435K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -2.1% | 5,025 | $434K |
| Portfolio Resources Advisor Group, Inc. | 0.36% | Add +74.0% | 4,981 | $430K |
| Founders Financial Securities LLC | 0.02% | Reduce -22.1% | 4,952 | $428K |
| IMA Advisory Services, Inc. | 0.03% | New | 4,935 | $426K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -2.4% | 4,861 | $425K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +54.5% | 4,916 | $425K |
| SimpliFi, Inc. | 0.17% | Reduce -0.4% | 4,914 | $425K |
| Fragasso Financial Advisors Inc | 0.02% | Add +1.2% | 4,906 | $424K |
| Coastwise Capital Group, LLC | 0.25% | Reduce -16.4% | 4,894 | $423K |
| First Commonwealth Financial Corp | 0.06% | Reduce -2.8% | 4,889 | $423K |
| Brown Advisory Inc. | 0.00% | Reduce -19.7% | 4,866 | $420K |
| John W. Brooker & Co., CPAs | 0.51% | Add +96.3% | 4,842 | $418K |
| Tactive Advisors, LLC | 0.10% | Add +13.6% | 4,841 | $418K |
| Maridea Wealth Management LLC | 0.05% | Reduce -70.4% | 4,837 | $418K |
| Parallel Advisors, LLC | 0.01% | Add +2.4% | 4,753 | $411K |
| Boston Family Office LLC | 0.02% | No change | 4,720 | $408K |
| Americana Partners, LLC | 0.01% | Reduce -25.4% | 4,714 | $407K |
| Core Wealth Partners LLC | 0.17% | Add +1.4% | 4,687 | $405K |
| Visionary Wealth Advisors | 0.02% | Reduce -1.8% | 4,635 | $401K |
| Elequin Capital, LP | 0.07% | Reduce -98.8% | 4,593 | $397K |
| Valmark Advisers, Inc. | 0.00% | Add +7.8% | 4,501 | $389K |
| ZEGA Investments, LLC | 0.06% | New | 4,453 | $385K |
| Wedgewood Investors Inc. | 0.39% | No change | 4,372 | $378K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -10.6% | 4,372 | $378K |
| Byrne Financial Freedom, LLC | 0.15% | Add +10.7% | 4,309 | $372K |
| Bci Securities, Inc. | 3.21% | Reduce -48.1% | 4,309 | $372K |
| Caitlin John, LLC | 0.20% | Reduce -19.1% | 4,267 | $369K |
| J. M. Brown & Associates Inc. | 0.21% | — | 4,231 | $366K |
| Hancock Whitney Corp. | 0.01% | Reduce -69.3% | 4,231 | $366K |
| Bramshill Investments, LLC | 0.03% | Reduce -48.1% | 4,189 | $362K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -54.6% | 4,145 | $358K |
| Detalus Advisors, LLC | 0.07% | Reduce -45.1% | 4,118 | $356K |
| Cardiff Park Advisors, LLC | 0.03% | Add +14.6% | 4,111 | $355K |
| Mather Group, Llc. | 0.00% | Reduce -14.3% | 4,101 | $354K |
| Wormser Freres Gestion | 0.20% | New | 4,149 | $354K |
| Consolidated Capital Management, LLC | 0.09% | No change | 4,094 | $354K |
| Clearstead Advisors, LLC | 0.00% | New | 4,092 | $354K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 4,051 | $350K |
| SGL Investment Advisors, Inc. | 0.12% | Add +20.7% | 4,245 | $348K |
| Rothschild Capital Partners, LLC | 0.07% | Reduce -16.4% | 4,021 | $347K |
| Briaud Financial Planning Inc | 0.09% | No change | 3,977 | $347K |
| Intellectus Partners, LLC | 0.06% | No change | 4,013 | $347K |
| Meridian Wealth Advisors, LLC | 0.04% | Reduce -15.9% | 3,998 | $345K |
| Facet Wealth, Inc. | 0.00% | Add +10.6% | 3,986 | $344K |
| Kingdom Financial Group LLC. | 0.09% | Add +43.8% | 3,976 | $344K |
| Ranch Capital Advisors Inc. | 0.11% | Add +0.9% | 3,974 | $343K |
| Sapient Capital LLC | 0.00% | New | 3,971 | $343K |
| Tucker Asset Management LLC | 0.08% | Add +30.1% | 3,941 | $341K |
| SkyOak Wealth, LLC | 0.06% | Add +30.9% | 3,926 | $339K |
| Transcend Capital Advisors, LLC | 0.02% | Add +8.3% | 3,909 | $338K |
| Bedminster, LLC | 0.29% | New | 3,897 | $337K |
| Evanson Financial, LLC | 0.02% | — | 3,830 | $331K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -34.7% | 3,826 | $331K |
| Westshore Wealth, LLC | 0.10% | Reduce -33.3% | 3,826 | $331K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -13.9% | 3,824 | $330K |
| Chicago Capital, LLC | 0.01% | No change | 3,800 | $328K |
| UMB Bank, n.a. | 0.00% | No change | 3,799 | $328K |
| Flatrock Wealth Partners LLC | 0.13% | Reduce -42.1% | 3,788 | $327K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -30.5% | 3,786 | $327K |
| Advisory Alpha, LLC | 0.01% | Reduce -34.8% | 3,780 | $327K |
| Main Street Group, LTD | 0.08% | No change | 3,777 | $326K |
| Certuity, LLC | 0.02% | Add +33.6% | 3,756 | $325K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -4.5% | 3,752 | $324K |
| StoneX Group Inc. | 0.01% | Reduce -62.8% | 3,751 | $324K |
| Sequent Planning LLC | 0.07% | Reduce -2.9% | 3,728 | $322K |
| AlphaCore Capital LLC | 0.01% | Add +13.5% | 3,716 | $321K |
| Ascent Group, LLC | 0.01% | Reduce -72.8% | 3,656 | $316K |
| Johnson Financial Group, LLC | 0.02% | New | 3,638 | $314K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | Reduce -4.0% | 3,628 | $314K |
| Cox Capital Mgt LLC | 0.17% | Add +3.1% | 3,627 | $313K |
| Berger Financial Group, Inc | 0.02% | Add +5.6% | 3,627 | $313K |
| CENTRAL TRUST Co | 0.01% | Add +18.5% | 3,592 | $310K |
| Werba Rubin Papier Wealth Management | 0.04% | Add +0.7% | 3,571 | $309K |
| Flputnam Investment Management Co. | 0.00% | New | 3,506 | $307K |
| Centennial Bank | 0.10% | Add +69.0% | 3,550 | $307K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -60.1% | 3,494 | $302K |
| Client 1ST Advisory Group, LLC | 0.08% | New | 3,486 | $301K |
| Ballast Rock Private Wealth LLC | 0.14% | Reduce -21.0% | 3,470 | $300K |
| Maripau Wealth Management LLC | 0.11% | Reduce -8.1% | 3,424 | $296K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -7.5% | 3,384 | $292K |
| Mendel Capital Management LLC | 0.13% | Add +0.3% | 3,383 | $292K |
| Wealthgarden F.S. LLC | 0.16% | Reduce -24.7% | 3,356 | $290K |
| LFG Wealth Partners, LLC | 0.14% | New | 3,356 | $290K |
| Citizens Financial Group Inc. | 0.00% | Reduce -45.3% | 3,332 | $288K |
| Stone House Investment Management, LLC | 0.04% | New | 3,321 | $287K |
| Portside Wealth Group, LLC | 0.03% | Reduce -48.2% | 3,314 | $286K |
| Element Wealth, LLC | 0.11% | Add +0.1% | 3,261 | $282K |
| Watershed Private Wealth LLC | 0.08% | No change | 3,257 | $281K |
| Anchor Bay Capital, Inc. | 0.15% | — | 3,410 | $280K |
| Western Wealth Management, LLC | 0.01% | Reduce -19.9% | 3,229 | $279K |
| Keebeck Wealth Management | 0.03% | Reduce -61.5% | 3,198 | $276K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -17.7% | 3,195 | $276K |
| Firethorn Wealth Partners, LLC | 0.09% | New | 3,192 | $276K |
| Klaas Financial Asset Advisors, LLC | 0.03% | Reduce -65.1% | 3,189 | $276K |
| Guardian Partners Inc. | 0.02% | New | 3,175 | $274K |
| Howard Bailey Securities, LLC | 0.10% | Add +30.9% | 3,139 | $271K |
| Steelhead Wealth Management LLC | 0.11% | Reduce -19.2% | 3,144 | $271K |
| Fonville Wealth Management LLC | 0.04% | Reduce -0.5% | 3,122 | $270K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -2.4% | 3,110 | $269K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 3,089 | $267K |
| Legacy Wealth Managment, LLC | 0.11% | Add +64.9% | 3,086 | $267K |
| Tandem Financial, LLC | 0.09% | Reduce -2.1% | 3,084 | $267K |
| Compass Ion Advisors, LLC | 0.02% | Add +0.3% | 3,078 | $266K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -3.8% | 3,060 | $264K |
| Magnus Financial Group LLC | 0.02% | Add +6.1% | 3,024 | $261K |
| Navis Wealth Advisors, LLC | 0.10% | No change | 3,000 | $259K |
| Friedenthal Financial | 0.12% | Add +1.1% | 2,993 | $259K |
| McNaughton Wealth Management, LLC | 0.09% | New | 2,987 | $258K |
| Refined Wealth Management | 0.16% | Reduce -19.8% | 2,976 | $257K |
| Fortress Private Ledger, LLC | 0.07% | Add +2.1% | 2,976 | $257K |
| Shelton Capital Management | 0.00% | Reduce -47.4% | 2,950 | $255K |
| Quest 10 Wealth Builders, Inc. | 0.20% | Add +29.4% | 2,946 | $255K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -10.7% | 2,934 | $254K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | Add +147.6% | 2,932 | $253K |
| IMG Wealth Management, Inc. | 0.14% | No change | 2,892 | $250K |
| Maia Wealth LLC | 0.04% | Reduce -28.9% | 2,881 | $249K |
| GK Wealth Management LLC | 0.15% | New | 2,877 | $249K |
| Annex Advisory Services, LLC | 0.00% | Reduce -33.7% | 2,870 | $248K |
| Oxbow Advisors, LLC | 0.02% | No change | 2,860 | $247K |
| Busey Bank | 0.01% | No change | 2,835 | $245K |
| World Equity Group, Inc. | 0.05% | New | 2,830 | $245K |
| Stokes Family Office, LLC | 0.03% | Reduce -38.3% | 2,825 | $244K |
| Prostatis Group LLC | 0.06% | Reduce -13.0% | 2,818 | $244K |
| Cloud Capital Management, LLC | 0.09% | Reduce -4.4% | 2,815 | $243K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +8.8% | 2,799 | $242K |
| Murphy & Mullick Capital Management Corp | 0.15% | Reduce -12.6% | 2,791 | $241K |
| Belpointe Asset Management LLC | 0.01% | Reduce -83.2% | 2,783 | $241K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -52.0% | 2,781 | $240K |
| Curtis Wealth Management LLC | 0.20% | Reduce -82.2% | 2,779 | $240K |
| Cadent Capital Advisors, LLC | 0.05% | Add +1.2% | 2,778 | $240K |
| MPWM Advisory Solutions, LLC | 0.11% | Add +35.5% | 2,764 | $239K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -73.3% | 2,755 | $238K |
| Entrewealth, LLC | 0.09% | New | 2,854 | $236K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,722 | $235K |
| Swan Global Investments, LLC | 0.01% | Reduce -15.6% | 2,700 | $233K |
| Rice Partnership, LLC | 0.03% | Add +0.1% | 2,696 | $233K |
| Van Diest Capital, LLC | 0.21% | New | 2,686 | $232K |
| Centric Wealth Management | 0.04% | No change | 2,674 | $227K |
| D.B. Root & Company, LLC | 0.05% | Reduce -32.2% | 2,627 | $227K |
| Gilpin Wealth Management, LLC | 0.16% | No change | 2,605 | $225K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 2,608 | $225K |
| Clear Harbor Asset Management, LLC | 0.01% | Reduce -13.2% | 2,599 | $225K |
| Lantern Wealth Advisors, LLC | 0.10% | Reduce -39.5% | 2,576 | $223K |
| Alteri Wealth LLC | 0.06% | Reduce -1.8% | 2,575 | $222K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 2,574 | $222K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,541 | $222K |
| Whittier Trust Co. | 0.00% | Reduce -1.9% | 2,599 | $222K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.09% | Reduce -28.2% | 2,567 | $222K |
| Argent Advisors, Inc. | 0.06% | Reduce -1.0% | 2,565 | $222K |
| Rathbones Group PLC | 0.00% | Reduce -47.3% | 2,517 | $218K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -7.0% | 2,511 | $217K |
| Stonebridge Financial Group, LLC | 0.02% | New | 2,500 | $216K |
| Tiemann Investment Advisors, LLC | 0.08% | No change | 2,475 | $214K |
| Sprott Inc. | 0.01% | Reduce -41.7% | 2,450 | $212K |
| Hudock, Inc. | 0.03% | Add +1.2% | 2,432 | $210K |
| Cahill Financial Advisors Inc. | 0.02% | Reduce -44.2% | 2,416 | $209K |
| Twele Capital Management, Inc. | 0.03% | New | 2,411 | $208K |
| GFS Advisors, LLC | 0.02% | New | 1,010 | $205K |
| NWF Advisory Services Inc. | 0.02% | Reduce -11.5% | 2,370 | $205K |
| Sovereign Financial Group, Inc. | 0.03% | Add +2.1% | 2,370 | $205K |
| Dearborn Partners LLC | 0.01% | Reduce -6.0% | 2,350 | $203K |
| Balboa Wealth Partners | 0.03% | Reduce -8.2% | 2,349 | $203K |
| Davidson Trust Co. | 0.08% | New | 2,344 | $203K |
| iA Global Asset Management Inc. | 0.00% | Reduce -2.5% | 2,338 | $202K |
| One Capital Management, LLC | 0.01% | No change | 2,310 | $200K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.0% | 2,316 | $200K |
| Morling Financial Advisors, LLC | 0.05% | Add +1.2% | 2,175 | $188K |
| Pflug Koory, LLC | 0.07% | No change | 2,109 | $182K |
| Gen-Wealth Partners Inc | 0.05% | Add +8.3% | 2,040 | $176K |
| Pingora Partners LLC | 0.10% | No change | 2,000 | $173K |
| Blue Trust, Inc. | 0.00% | Add +5.4% | 1,999 | $173K |
| Quarry LP | 0.03% | New | 1,940 | $168K |
| Strategic Investment Solutions, Inc. | 0.04% | Reduce -22.4% | 1,898 | $164K |
| Caldwell Trust Co | 0.01% | Reduce -71.9% | 1,876 | $162K |
| Maryland Capital Advisors Inc. | 0.05% | — | 1,772 | $153K |
| Allied Private Wealth LLC | 0.10% | — | 1,809 | $153K |
| Copia Wealth Management | 0.09% | Add +36.4% | 1,760 | $152K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -52.3% | 1,692 | $146K |
| Lloyd Advisory Services, LLC. | 0.06% | Reduce -39.8% | 1,665 | $144K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 2,000 | $141K |
| FWL Investment Management, LLC | 0.03% | Add +34.6% | 1,595 | $138K |
| Lanark Financial, Inc. | 0.01% | Add +11.7% | 1,580 | $137K |
| Continuum Advisory, LLC | 0.01% | New | 1,575 | $136K |
| Howe & Rusling Inc. | 0.01% | Reduce -59.8% | 1,530 | $132K |
| Private Wealth Advisors, LLC | 0.04% | Reduce -97.5% | 1,525 | $132K |
| International Assets Investment Management, LLC | 0.01% | Add +0.6% | 1,516 | $130K |
| CX Institutional | 0.00% | Reduce -69.1% | 1,429 | $123K |
| Ballast Advisors LLC | 0.03% | New | 1,325 | $115K |
| Kings Path Partners LLC | 0.03% | Add +10.2% | 1,303 | $113K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.4% | 1,268 | $110K |
| Fairscale Capital, LLC | 0.06% | No change | 1,220 | $105K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -11.6% | 1,205 | $104K |
| Godfrey Financial Associates, Inc. | 0.08% | Add +1352.5% | 1,162 | $100K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +6.1% | 1,152 | $100K |
| Rothschild Investment LLC | 0.00% | No change | 1,100 | $95K |
| Networth Advisors, LLC | 0.05% | Add +12.9% | 1,091 | $94K |
| Buck Wealth Strategies, LLC | 0.01% | Reduce -76.4% | 1,069 | $92K |
| Fourth Dimension Wealth, LLC | 0.03% | Reduce -1.1% | 1,049 | $91K |
| Centiva Capital, LP | 0.00% | Reduce -99.4% | 1,048 | $91K |
| Finley Financial, LLC | 0.04% | No change | 1,040 | $90K |
| Financial Perspectives, Inc | 0.02% | Add +69.4% | 1,037 | $90K |
| Reyes Financial Architecture, Inc. | 0.05% | Add +11377.8% | 1,033 | $89K |
| Q Fund Management (Hong Kong) Ltd | 0.08% | No change | 1,000 | $86K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,000 | $86K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -8.9% | 996 | $86K |
| Parkside Financial Bank & Trust | 0.01% | No change | 993 | $86K |
| Harborfront Financial Group LLC | 0.32% | — | 986 | $85K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 985 | $85K |
| Institute for Wealth Management, LLC. | 0.01% | New | 976 | $84K |
| Vision Retirement, LLC | 0.02% | Reduce -0.5% | 967 | $84K |
| Dogwood Wealth Management LLC | 0.03% | Add +31.7% | 931 | $80K |
| Concord Wealth Partners | 0.01% | New | 888 | $77K |
| NFSG Corp | 0.01% | Reduce -76.1% | 839 | $73K |
| BankChampaign, National Association | 0.06% | New | 838 | $72K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +12.7% | 826 | $71K |
| Bayban | 0.05% | No change | 804 | $69K |
| Equitec Proprietary Markets, LLC | 0.02% | No change | 800 | $69K |
| Angeles Wealth Management, LLC | 0.00% | New | 800 | $69K |
| Ancora Advisors LLC | 0.00% | Reduce -17.2% | 777 | $67K |
| Evolution Wealth Management Inc. | 0.04% | Reduce -0.4% | 772 | $67K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -2.7% | 729 | $63K |
| Signature Equity Partners, LLC | 0.03% | Add +29.8% | 657 | $57K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -98.4% | 624 | $54K |
| Core Capital Management & Research, inc. | 0.03% | — | 643 | $53K |
| Mosley Wealth Management | 0.02% | Add +9933.3% | 602 | $52K |
| Cornerstone Planning Group LLC | 0.01% | Add +123.6% | 615 | $51K |
| Pioneer Family Office, LLC | 0.02% | New | 552 | $48K |
| SouthState Bank Corp | 0.00% | No change | 544 | $47K |
| Winthrop Capital Management, LLC | 0.01% | No change | 524 | $45K |
| Paces Ferry Wealth Advisors, LLC | 0.02% | New | 508 | $44K |
| Financial Consulate, Inc. | 0.00% | No change | 506 | $44K |
| Game Plan Financial Advisors, LLC | 0.02% | New | 494 | $43K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.8% | 491 | $42K |
| Rossby Financial, LCC | 0.01% | Reduce -71.4% | 485 | $42K |
| Van Eck Associates Corp. | 0.00% | Add +8.2% | 476 | $41K |
| Provident Wealth Management, LLC | 0.01% | New | 466 | $40K |
| Colonial Trust Co / SC | 0.01% | Reduce -0.9% | 461 | $40K |
| Viewpoint Capital Management LLC | 0.02% | Reduce -64.3% | 460 | $40K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +0.2% | 446 | $39K |
| Clean Yield Group | 0.01% | No change | 440 | $38K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -35.6% | 429 | $37K |
| Eastern Bank | 0.00% | Reduce -18.6% | 420 | $36K |
| Russell Investments Group, Ltd. | 0.00% | Add +129.9% | 407 | $35K |
| Luminist Capital LLC | 0.04% | New | 403 | $35K |
| Reicon Wealth Advisors, LLC | 0.02% | Reduce -84.8% | 380 | $33K |
| Bokf, NA | 0.00% | No change | 365 | $32K |
| SHP Wealth Management | 0.00% | Add +243.0% | 343 | $30K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 336 | $29K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 319 | $28K |
| Tsfg, LLC | 0.00% | Reduce -9.6% | 310 | $27K |
| Salomon & Ludwin, LLC | 0.00% | No change | 314 | $27K |
| Pacifica Partners Inc. | 0.01% | Reduce -29.6% | 307 | $26K |
| Raffa Wealth Management, LLC | 0.00% | No change | 287 | $25K |
| Barrett & Company, Inc. | 0.01% | No change | 286 | $25K |
| Glassman Wealth Services | 0.00% | New | 275 | $24K |
| KERR FINANCIAL PLANNING Corp | 0.03% | Reduce -1.1% | 270 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +15.9% | 270 | $23K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -51.5% | 265 | $23K |
| MidFirst Bank | 0.00% | No change | 254 | $22K |
| Winch Advisory Services, LLC | 0.00% | Add +1.2% | 249 | $21K |
| Lavaca Capital LLC | 0.00% | New | 242 | $21K |
| Synergy Investment Management, LLC | 0.00% | Add +0.9% | 231 | $20K |
| Southern Michigan Bank & Trust | 0.01% | New | 230 | $20K |
| Fulcrum Equity Management | 0.02% | New | 219 | $19K |
| Investors Research Corp | 0.00% | No change | 217 | $19K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 214 | $18K |
| West Branch Capital LLC | 0.00% | Add +1.4% | 213 | $18K |
| Signaturefd, LLC | 0.00% | Reduce -24.3% | 212 | $18K |
| Coastline Trust Co | 0.00% | No change | 207 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +114.3% | 210 | $18K |
| Horizon Financial Services, LLC | 0.01% | New | 202 | $17K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 200 | $17K |
| Cardinal Strategic Wealth Guidance | 0.00% | Reduce -99.4% | 194 | $17K |
| St Germain D J Co. Inc. | 0.00% | No change | 192 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -54.3% | 190 | $16K |
| RHL Group, LLC | 0.01% | No change | 185 | $16K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -78.5% | 180 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 171 | $15K |
| Axiom Investment Management LLC | 0.01% | Reduce -54.0% | 170 | $15K |
| Hurley Capital, LLC | 0.01% | Add +0.6% | 166 | $14K |
| Park Edge Advisors, LLC | 0.00% | New | 165 | $14K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.02% | Reduce -68.4% | 90 | $14K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 153 | $13K |
| Timbuktu Capital Management, LLC | 0.02% | — | 148 | $13K |
| EPG Wealth Management LLC | 0.00% | No change | 142 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 140 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | New | 136 | $12K |
| Logan Capital Management Inc. | 0.00% | — | 135 | $12K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 132 | $11K |
| WealthCollab, LLC | 0.00% | New | 131 | $11K |
| Key Capital Management, INC | 0.01% | New | 117 | $10K |
| CKW Financial Group | 0.00% | No change | 116 | $10K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 100 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 99 | $9K |
| Robinswood Financial LLC | 0.00% | Add +1.1% | 94 | $8K |
| Montag A & Associates Inc. | 0.00% | New | 93 | $8K |
| Ameriflex Group, Inc. | 0.00% | No change | 91 | $8K |
| Atlantic Private Wealth, LLC | 0.00% | Add +1.1% | 88 | $8K |
| Tompkins Financial Corp. | 0.00% | No change | 85 | $7K |
| Archer Investment Corp | 0.00% | No change | 79 | $7K |
| SYM FINANCIAL Corp | 0.00% | New | 75 | $6K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.4% | 73 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -82.0% | 70 | $6K |
| Paladin Partners, LLC | 0.00% | No change | 70 | $6K |
| Olistico Wealth, LLC | 0.00% | No change | 70 | $6K |
| Syntax Research, Inc. | 0.00% | Reduce -98.9% | 66 | $6K |
| McMillan Office, Inc. | 0.00% | No change | 65 | $6K |
| Aventura Private Wealth, LLC | 0.00% | No change | 64 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 64 | $6K |
| PayPay Securities Corp | 0.13% | Reduce -3.1% | 63 | $5K |
| Independence Bank of Kentucky | 0.00% | No change | 63 | $5K |
| Rogco, LP | 0.00% | New | 58 | $5K |
| Gill Capital Partners, LLC | 0.00% | No change | 56 | $5K |
| Strive Financial Group ,LLC | 0.00% | No change | 55 | $5K |
| First Bancorp, Inc | 0.00% | New | 55 | $5K |
| Asset Dedication, LLC | 0.00% | New | 53 | $5K |
| NWK Group, Inc. | 0.00% | No change | 53 | $5K |
| Anchor Investment Management, LLC | 0.00% | Reduce -38.5% | 48 | $4K |
| RMG Wealth Management LLC | 0.00% | No change | 50 | $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 |
| Morris Financial Concepts, Inc. | 0.00% | No change | 40 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 40 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -84.4% | 37 | $3K |
| one8zero8, LLC | 0.00% | New | 37 | $3K |
| Country Trust Bank | 0.00% | New | 33 | $3K |
| Birchwood Financial Partners, Inc. | 0.00% | Reduce -67.7% | 31 | $3K |
| Vanguard Advisers Inc. | 0.00% | Reduce -39.2% | 31 | $3K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 29 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 28 | $2K |
| USA Financial Formulas | 0.00% | — | 28 | $2K |
| Bfsg, LLC | 0.00% | Reduce -64.1% | 28 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Add +300.0% | 28 | $2K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 27 | $2K |
| Oakmont Advisory Group, LLC | 0.00% | New | 27 | $2K |
| Advanced Asset Management Advisors Inc | 0.00% | Reduce -50.0% | 25 | $2K |
| NorthAvenue LLC | 0.00% | New | 24 | $2K |
| Wagner Wealth Management, LLC | 0.00% | Add +4.3% | 24 | $2K |
| Centerpoint Advisors, LLC | 0.00% | No change | 18 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 18 | $2K |
| Tidemark, LLC | 0.00% | No change | 22 | $2K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -59.2% | 20 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 20 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 17 | $1K |
| West Paces Advisors Inc. | 0.00% | New | 17 | $1K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 13 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | New | 12 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 12 | $1K |
| Operose Advisors LLC | 0.00% | New | 12 | $1K |
| Covestor Ltd | 0.00% | No change | 8 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 8 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 10 | $864 |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 9 | $778 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 9 | $778 |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 8 | $691 |
| Capital Advisor Network LLC | 0.00% | No change | 7 | $605 |
| Darwin Wealth Management, LLC | 0.00% | Add +20.0% | 6 | $519 |
| SWAN Capital LLC | 0.00% | No change | 5 | $439 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 5 | $432 |
| Quent Capital, LLC | 0.00% | New | 4 | $346 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 3 | $286 |
| New Republic Capital, LLC | 0.00% | No change | 3 | $259 |
| Imprint Wealth LLC | 0.00% | Reduce -96.9% | 2 | $173 |
| Indiana Trust & Investment Management Co | 0.00% | No change | 2 | $173 |
| Kilter Group LLC | 0.00% | No change | 1 | $104 |
| Hoese & Co LLP | 0.00% | New | 1 | $86 |
| Sage Mountain Advisors LLC | 0.00% | New | 1 | $86 |
| Dunhill Financial, LLC | 0.00% | Reduce -90.9% | 1 | $86 |
| Avion Wealth | 0.00% | New | 6 | $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.