SS SPDR BB 1-3M T-Bill ETFBILETF
13F holders, Q1 2024 (March 31)965holders
5famous investors
$91.79avg. 13F price*
At the end of Q1 2024, 965 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings. The largest holders were Bank of America Corp. ($1.5B), Morgan Stanley ($1.3B) and LPL Financial LLC ($860.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS SPDR BB 1-3M T-Bill ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78468R663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $346.3M |
| Exits | 120 | $354.4M |
Ownership 965 holders
| Bank of America Corp. | 0.14% | Reduce -3.4% | 15,941,811 | $1.5B |
| Morgan Stanley | 0.11% | Reduce -7.2% | 14,341,028 | $1.3B |
| LPL Financial LLC | 0.46% | Add +1.6% | 9,375,167 | $860.6M |
| UBS Group AG | 0.25% | Add +21.4% | 8,180,320 | $751.0M |
| Envestnet Asset Management Inc. | 0.24% | Reduce -49.8% | 6,937,568 | $636.9M |
| Captrust Financial Advisors | 2.33% | Add +6.6% | 6,902,393 | $633.6M |
| Truist Financial Corp. | 0.85% | Reduce -0.6% | 6,076,065 | $557.8M |
| Wells Fargo & Company | 0.14% | Reduce -19.9% | 5,734,208 | $526.4M |
| Capital Wealth Planning, LLC | 4.84% | Add +7.8% | 4,928,017 | $452.4M |
| Royal Bank of Canada | 0.11% | Add +1.1% | 4,912,223 | $450.9M |
| Stifel Financial Corp. | 0.46% | Add +0.7% | 4,420,694 | $405.8M |
| Capital International Investors | 0.06% | Reduce -17.8% | 3,413,466 | $313.4M |
| Cetera Investment Advisers | 0.72% | Add +59.0% | 3,305,524 | $303.4M |
| Osaic Holdings, Inc. | 0.58% | Reduce -44.7% | 2,836,885 | $260.5M |
| Ameriprise Financial Inc. | 0.07% | Reduce -18.3% | 2,653,817 | $243.7M |
| Eagle Capital Management LLC | 0.94% | Add +43.3% | 2,641,034 | $242.4M |
| Beacon Capital Management, Inc. | 8.51% | Reduce -87.6% | 2,222,691 | $203.2M |
| Cwm, LLC | 0.84% | Reduce -8.8% | 1,889,274 | $173.4M |
| Sandhill Capital Partners LLC | 13.72% | Add +36.1% | 1,868,157 | $171.5M |
| Oppenheimer Asset Management Inc. | 2.39% | Add +1.0% | 1,779,849 | $163.4M |
| Sei Investments Co. | 0.23% | Reduce -23.7% | 1,732,651 | $159.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.72% | Reduce -8.6% | 1,639,106 | $149.9M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +2.7% | 1,512,562 | $138.9M |
| Howard Capital Management, LLC | 14.82% | Reduce -1.2% | 1,478,011 | $135.7M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Reduce -6.5% | 1,391,873 | $127.8M |
| Foundations Investment Advisors, LLC | 3.32% | Reduce -6.5% | 1,382,347 | $126.9M |
| Partners Capital Investment Group, LLP | 3.32% | Add +307.6% | 1,209,555 | $111.0M |
| Millennium Management | 0.09% | Add +478.4% | 1,107,462 | $101.7M |
| Creative Planning | 0.11% | Add +25.2% | 1,092,087 | $100.3M |
| Life Line Wealth Management LLC | 37.09% | Add +115.4% | 1,066,878 | $97.9M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Add +1.7% | 1,061,823 | $97.5M |
| MBL Wealth, LLC | 11.04% | Add +4.7% | 1,056,657 | $97.0M |
| Jane Street Group, LLC | 0.13% | Add +1241.1% | 1,056,644 | $97.0M |
| GTS Securities LLC | 2.62% | Add +490.0% | 1,054,398 | $96.8M |
| Raymond James & Associates | 0.07% | Reduce -20.7% | 1,048,329 | $96.2M |
| Sollinda Capital Management LLC | 28.69% | Reduce -12.1% | 1,000,068 | $91.8M |
| Cypress Capital, LLC | 22.39% | Add +9.9% | 891,776 | $81.9M |
| Renaissance Technologies | 0.12% | No change | 849,100 | $77.9M |
| Dakota Wealth Management | 1.91% | Add +17.5% | 831,234 | $76.3M |
| Capital Investment Advisory Services, LLC | 7.46% | Reduce -45.2% | 758,741 | $69.7M |
| Advisory Services Network, LLC | 1.51% | Reduce -7.3% | 742,977 | $68.2M |
| Bell Bank | 5.75% | Add +74.3% | 728,432 | $66.9M |
| Mercer Global Advisors Inc. | 0.19% | Add +7.5% | 710,341 | $65.2M |
| Private Advisor Group, LLC | 0.46% | Add +2.2% | 696,622 | $63.9M |
| Twelve Points Wealth Management LLC | 22.96% | Add +140.7% | 682,707 | $62.7M |
| Banco Santander, S.A. | 0.71% | Add +29.8% | 643,824 | $59.1M |
| Mariner, LLC | 0.12% | Add +9.6% | 637,972 | $58.6M |
| Axxcess Wealth Management, LLC | 1.63% | Reduce -7.1% | 624,717 | $57.3M |
| Atria Wealth Solutions, Inc. | 0.59% | Reduce -52.0% | 569,120 | $52.2M |
| Capital Asset Advisory Services LLC | 2.93% | Add +7.6% | 558,266 | $51.1M |
| Lake Street Advisors Group, LLC | 2.34% | Add +119.3% | 544,653 | $50.0M |
| Centaurus Financial, Inc. | 3.42% | Reduce -2.4% | 531,682 | $48.8M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -3.6% | 531,381 | $48.8M |
| Freedom Investment Management, Inc. | 3.87% | Reduce -6.3% | 525,384 | $48.2M |
| Capitolis Liquid Global Markets LLC | 0.77% | New | 524,000 | $48.1M |
| One Capital Management, LLC | 1.70% | Add +28.9% | 511,734 | $47.0M |
| Brookstone Capital Management | 0.83% | Add +0.9% | 506,375 | $46.5M |
| Assetmark, Inc. | 0.15% | Add +40.3% | 490,071 | $45.0M |
| HSBC Holdings PLC | 0.03% | No change | 484,010 | $44.4M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Reduce -48.5% | 477,137 | $43.8M |
| EP Wealth Advisors, LLC | 0.51% | Add +1.0% | 475,297 | $43.6M |
| Acorns Advisers, LLC | 0.48% | Add +0.8% | 469,235 | $43.1M |
| Baird Financial Group, Inc. | 0.09% | Reduce -20.8% | 468,986 | $43.1M |
| Susquehanna International Group, LLP | 0.07% | Add +4054.0% | 467,240 | $42.9M |
| Impact Partnership Wealth, LLC | 16.82% | Reduce -17.5% | 462,284 | $42.4M |
| Synergy Asset Management, LLC | 7.10% | Add +663.3% | 455,536 | $41.8M |
| Global Retirement Partners, LLC | 1.55% | Reduce -8.9% | 452,270 | $41.5M |
| 49 Wealth Management, LLC | 8.81% | Add +382.6% | 449,310 | $41.1M |
| Jordan Park Group LLC | 2.59% | Add +473.8% | 443,891 | $40.7M |
| Napa Wealth Management | 21.11% | Add +110.1% | 436,760 | $40.1M |
| JPMorgan Chase & Co. | 0.00% | Add +36.3% | 419,967 | $38.6M |
| GeoWealth Management, LLC | 1.46% | Add +21.2% | 412,582 | $37.9M |
| Fortis Group Advisors, LLC | 6.78% | Reduce -58.2% | 401,073 | $36.8M |
| Orion Porfolio Solutions, LLC | 0.39% | Reduce -17.0% | 392,991 | $36.1M |
| Orion Portfolio Solutions, LLC | 0.39% | Reduce -17.0% | 392,991 | $36.1M |
| First Trust Advisors LP | 0.04% | Add +1376.0% | 390,864 | $35.9M |
| Westwood Holdings Group Inc. | 0.28% | Reduce -31.0% | 389,561 | $35.8M |
| HighTower Advisors, LLC | 0.06% | Add +0.4% | 387,692 | $35.6M |
| Tectonic Advisors LLC | 2.68% | Reduce -11.3% | 383,181 | $35.2M |
| Apriem Advisors | 4.38% | Add +2.3% | 379,582 | $34.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +2.5% | 377,687 | $34.7M |
| Second Half Financial Partners, LLC | 14.41% | Reduce -49.2% | 353,023 | $32.4M |
| Northstar Group, Inc. | 6.49% | Add +5.3% | 346,349 | $31.8M |
| Bridgewealth Advisory Group, LLC | 15.50% | Add +55.6% | 344,761 | $31.6M |
| Scharf Investments, LLC | 0.85% | Add +1110.6% | 343,686 | $31.6M |
| 12th Street Asset Management Company, LLC | 5.45% | Reduce -4.7% | 342,394 | $31.4M |
| Trek Financial, LLC | 2.44% | Reduce -59.6% | 336,174 | $30.9M |
| EverSource Wealth Advisors, LLC | 2.42% | Add +46.1% | 335,299 | $30.8M |
| Citigroup Inc. | 0.03% | Reduce -31.2% | 334,749 | $30.7M |
| Parkwood LLC | 3.11% | Reduce -14.5% | 324,000 | $29.7M |
| Federation des caisses Desjardins du Quebec | 0.21% | Add +23357.5% | 323,948 | $29.7M |
| Weaver Capital Management LLC | 8.38% | Add +10.4% | 320,410 | $29.4M |
| Convergence Financial, LLC | 12.05% | Add +0.2% | 317,830 | $29.2M |
| MML Investors Services, LLC | 0.12% | Reduce -18.1% | 317,073 | $29.1M |
| Hanover Advisors Inc. | 12.08% | Reduce -1.9% | 313,686 | $28.8M |
| Auour Investments LLC | 10.56% | Reduce -15.7% | 311,800 | $28.6M |
| Sprott Inc. | 2.03% | Reduce -33.1% | 307,315 | $28.2M |
| Prudential Financial Inc. | 0.04% | Add +18.3% | 303,939 | $27.9M |
| CWA Asset Management Group, LLC | 1.69% | Reduce -67.6% | 302,204 | $27.7M |
| RFG Advisory, LLC | 0.94% | Add +62.2% | 300,988 | $27.6M |
| First Eagle Investment Management, LLC | 0.06% | Reduce -6.0% | 294,077 | $27.0M |
| Hibernia Wealth Partners, LLC | 18.24% | Add +16.8% | 292,026 | $26.8M |
| Atria Investments, Inc | 0.36% | Reduce -52.5% | 284,251 | $26.1M |
| Abich Financial Wealth Management LLC | 19.96% | Reduce -33.7% | 281,425 | $25.8M |
| Integrated Wealth Concepts LLC | 0.37% | Add +130.6% | 278,516 | $25.6M |
| Gitterman Wealth Management, LLC | 9.86% | New | 277,207 | $25.4M |
| Eagle Rock Investment Company, LLC | 4.69% | Reduce -7.7% | 275,029 | $25.2M |
| Trilogy Capital Inc. | 1.44% | Reduce -14.0% | 272,177 | $25.0M |
| Fort Point Capital Partners LLC | 3.36% | Add +2.3% | 270,112 | $24.8M |
| Beacon Financial Group | 2.83% | Reduce -8.0% | 268,996 | $24.7M |
| St. Louis Financial Planners Asset Management, LLC | 21.97% | Reduce -3.7% | 267,046 | $24.4M |
| Brasada Capital Management, LP | 4.38% | Reduce -25.5% | 265,103 | $24.3M |
| Lincoln National Corp. | 0.38% | New | 264,827 | $24.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -9.2% | 257,630 | $23.7M |
| Udine Wealth Management, Inc. | 16.08% | Reduce -1.5% | 254,038 | $23.3M |
| Composition Wealth, LLC | 0.58% | Add +49.1% | 252,794 | $23.2M |
| Polen Capital Management LLC | 0.05% | Reduce -58.8% | 249,900 | $22.9M |
| Zacks Investment Management | 0.24% | Reduce -10.5% | 248,385 | $22.8M |
| Mutual Advisors, LLC | 0.72% | Reduce -20.1% | 244,767 | $22.5M |
| Full Sail Capital, LLC | 1.56% | Reduce -5.2% | 242,978 | $22.3M |
| Equitable Holdings, Inc. | 0.25% | Reduce -52.9% | 240,583 | $22.1M |
| Alethea Capital Management, LLC | 17.94% | New | 240,557 | $22.1M |
| Citadel Advisors | 0.02% | New | 238,554 | $21.9M |
| State Street Corp. | 0.00% | New | 235,776 | $21.6M |
| Berkshire Money Management, Inc. | 2.59% | Add +24.1% | 233,339 | $21.4M |
| USA Financial Formulas | 3.40% | Add +3.3% | 228,580 | $21.0M |
| Delta Investment Management, LLC | 4.75% | Reduce -45.9% | 227,854 | $20.9M |
| McNamara Financial Services, Inc. | 4.46% | Reduce -12.2% | 227,259 | $20.9M |
| First Wilshire Securities Management Inc. | 6.04% | Add +254.1% | 224,963 | $20.7M |
| FLC Capital Advisors | 5.18% | Reduce -0.5% | 223,195 | $20.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.41% | Reduce -5.7% | 221,509 | $20.3M |
| Capital World Investors | 0.00% | Reduce -0.3% | 216,797 | $19.9M |
| Creekmur Asset Management LLC | 6.56% | Add +60.8% | 208,990 | $19.2M |
| Oliver Lagore Vanvalin Investment Group | 5.61% | Add +93.0% | 203,517 | $18.7M |
| Bricktown Capital, LLC | 3.78% | Add +3967.5% | 203,373 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -68.7% | 202,956 | $18.6M |
| NorthCoast Asset Management LLC | 0.23% | New | 200,262 | $18.4M |
| BML Capital Management, LLC | 12.29% | No change | 200,000 | $18.4M |
| Managed Asset Portfolios, LLC | 2.67% | Reduce -26.4% | 199,475 | $18.3M |
| B. Riley Wealth Advisors, Inc. | 0.49% | Add +81.4% | 199,228 | $18.3M |
| Strategic Financial Concepts, LLC | 4.40% | Add +1371.5% | 198,867 | $18.3M |
| IMC-Chicago, LLC | 0.62% | New | 193,720 | $17.8M |
| Strategic Wealth Partners, Ltd. | 1.93% | Reduce -5.6% | 191,804 | $17.6M |
| Stableford Capital II LLC | 7.02% | Reduce -1.2% | 190,470 | $17.5M |
| Deane Retirement Strategies, Inc. | 8.67% | Reduce -29.0% | 185,947 | $17.1M |
| Simplicity Wealth,LLC | 0.41% | New | 185,618 | $17.0M |
| Richard Bernstein Advisors LLC | 0.36% | New | 183,023 | $16.8M |
| St. James Investment Company, LLC | 2.74% | Reduce -9.4% | 182,771 | $16.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.7% | 181,913 | $16.7M |
| Bleakley Financial Group, LLC | 0.48% | Reduce -49.6% | 180,344 | $16.6M |
| Strategic Advisors LLC | 3.25% | Add +0.3% | 179,789 | $16.5M |
| TKG Advisors, LLC | 9.06% | Add +65.1% | 177,087 | $16.3M |
| Cresset Asset Management, LLC | 0.08% | Reduce -20.6% | 176,582 | $16.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +49.0% | 176,116 | $16.2M |
| Cornerstone Investment Partners, LLC | 0.78% | Add +8.2% | 175,045 | $16.1M |
| IMA Advisory Services, Inc. | 7.57% | Reduce -17.9% | 174,420 | $16.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -6.3% | 174,297 | $16.0M |
| NDWM LLC | 14.56% | Add +1.1% | 174,191 | $16.0M |
| Virtue Capital Management, LLC | 2.85% | Add +140.2% | 173,393 | $15.9M |
| Exchange Traded Concepts, LLC | 0.41% | Add +237.4% | 172,653 | $15.8M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +14.8% | 169,230 | $15.5M |
| G&S Capital LLC | 6.92% | Add +27.5% | 169,129 | $15.5M |
| Ashton Thomas Private Wealth, LLC | 0.89% | Add +3.6% | 168,868 | $15.5M |
| Pacific Capital Wealth Advisors, Inc. | 3.63% | Add +21910.3% | 167,939 | $15.4M |
| IFG Advisory, LLC | 1.14% | Add +617.8% | 166,492 | $15.3M |
| Winch Advisory Services, LLC | 4.61% | Reduce -30.4% | 164,377 | $15.1M |
| Private Wealth Group, LLC | 7.82% | Reduce -6.7% | 164,300 | $15.1M |
| Credit Suisse AG/ | 0.01% | Add +200.2% | 164,035 | $15.1M |
| Moulton Wealth Management, Inc. | 15.69% | Add +9.4% | 163,024 | $15.0M |
| Saiph Capital, LLC | 6.79% | Add +2.0% | 158,949 | $14.6M |
| Wealthfront Advisers LLC | 0.05% | Reduce -12.3% | 158,244 | $14.5M |
| Strategic Investment Advisors / MI | 1.85% | Add +4.6% | 157,296 | $14.4M |
| Altfest L J & Co. Inc. | 2.04% | Add +8.6% | 156,818 | $14.4M |
| Inscription Capital, LLC | 2.37% | Add +2.0% | 156,425 | $14.4M |
| Titan Managers, LLC | 20.28% | Reduce -0.9% | 155,930 | $14.3M |
| Clearstead Trust, LLC | 3.73% | Add +4011.3% | 155,203 | $14.2M |
| National Bank of Canada | 0.02% | Add +48.1% | 154,794 | $14.2M |
| Allworth Financial LP | 0.10% | Reduce -5.5% | 153,289 | $14.1M |
| Altiora Financial Group, LLC | 3.67% | Reduce -2.5% | 147,102 | $13.5M |
| Blueprint Investment Partners LLC | 2.62% | Add +289.0% | 144,396 | $13.3M |
| Bank of Montreal | 0.00% | Reduce -26.4% | 143,970 | $13.2M |
| DBK Financial Counsel, LLC | 13.80% | Add +9.9% | 143,360 | $13.2M |
| Private Portfolio Partners LLC | 2.72% | Add +17.9% | 142,159 | $13.1M |
| New York Life Investment Management LLC | 0.13% | Reduce -19.6% | 140,693 | $12.9M |
| Park Edge Advisors, LLC | 3.60% | Reduce -25.7% | 140,576 | $12.9M |
| Ausdal Financial Partners, Inc. | 1.49% | Add +4.8% | 139,388 | $12.8M |
| Focused Wealth Management, Inc | 1.99% | Add +6.8% | 139,043 | $12.8M |
| Rareview Capital LLC | 12.41% | Add +31.2% | 137,411 | $12.6M |
| Norris Financial Group, LLC | 6.88% | Add +205.1% | 136,519 | $12.5M |
| Beacon Pointe Advisors, LLC | 0.14% | Reduce -9.4% | 135,082 | $12.4M |
| McGuire Investment Group, LLC | 1.81% | Reduce -39.7% | 134,894 | $12.4M |
| Shufro Rose & Co. LLC | 1.02% | Add +5.5% | 134,494 | $12.3M |
| Bank of Nova Scotia | 0.02% | New | 133,352 | $12.2M |
| FSC Wealth Advisors, LLC | 8.46% | Reduce -3.2% | 130,864 | $12.0M |
| Austin Wealth Management, LLC | 2.94% | Add +11.3% | 129,536 | $11.9M |
| Wealthcare Advisory Partners LLC | 0.39% | Add +120.5% | 128,613 | $11.8M |
| Humankind Investments LLC | 3.11% | Add +611.1% | 128,000 | $11.8M |
| Flow Traders U.S. LLC | 0.63% | Add +146.8% | 127,416 | $11.7M |
| Comerica Bank | 0.05% | Reduce -16.9% | 127,323 | $11.7M |
| Belpointe Asset Management LLC | 0.87% | Reduce -36.8% | 127,160 | $11.7M |
| Clarity Financial LLC | 1.81% | Add +0.4% | 126,938 | $11.7M |
| Salomon & Ludwin, LLC | 1.00% | Add +266.6% | 126,661 | $11.6M |
| Concord Wealth Partners | 2.01% | Add +13.1% | 121,670 | $11.2M |
| Avantax Advisory Services, Inc. | 0.10% | Reduce -56.9% | 121,380 | $11.1M |
| BNP Paribas Financial Markets | 0.01% | Add +60.2% | 121,010 | $11.1M |
| Private Management Group Inc. | 0.42% | Add +91.2% | 120,141 | $11.0M |
| CPR Investments Inc. | 8.29% | Add +4.7% | 118,703 | $10.9M |
| Running Point Capital Advisors, LLC | 4.82% | Add +3.9% | 117,369 | $10.8M |
| Concord Asset Management, LLC | 2.81% | Add +14.1% | 116,501 | $10.7M |
| Hilton Capital Management, LLC | 0.96% | Reduce -8.6% | 116,306 | $10.7M |
| Financial Advocates Investment Management | 0.62% | Add +147.1% | 116,255 | $10.7M |
| Great Valley Advisor Group, Inc. | 0.32% | Add +13.4% | 114,622 | $10.5M |
| Lakewood Asset Management LLC | 7.13% | Reduce -6.5% | 114,178 | $10.5M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.29% | Reduce -38.5% | 113,689 | $10.4M |
| Ieq Capital, LLC | 0.15% | Add +31.4% | 113,624 | $10.4M |
| Titleist Asset Management, LLC | 1.82% | Reduce -17.5% | 113,369 | $10.4M |
| Certuity, LLC | 0.91% | Add +183.9% | 111,446 | $10.2M |
| Founders Financial Securities LLC | 1.06% | Add +1.6% | 110,057 | $10.1M |
| Caitlin John, LLC | 7.65% | Reduce -33.8% | 109,965 | $10.1M |
| Treasure Coast Financial Planning | 6.59% | Reduce -1.9% | 109,846 | $10.1M |
| Rosenberg Matthew Hamilton | 2.91% | Add +8.9% | 110,184 | $10.1M |
| Sterling Investment Management, LLC | 7.09% | Reduce -5.9% | 109,481 | $10.1M |
| Jefferies Financial Group Inc. | 0.22% | Add +3.4% | 109,390 | $10.0M |
| Kingsview Wealth Management, LLC | 0.25% | Add +1.3% | 108,586 | $10.0M |
| Integrated Advisors Network LLC | 0.51% | Reduce -10.6% | 107,900 | $9.9M |
| Roundview Capital LLC | 0.80% | Add +12.4% | 107,070 | $9.8M |
| NewEdge Advisors, LLC | 0.08% | Add +34.4% | 105,828 | $9.7M |
| WealthTrust Asset Management, LLC | 7.36% | Add +4.1% | 105,238 | $9.7M |
| Clear Creek Financial Management, LLC | 1.21% | Reduce -3.4% | 103,069 | $9.5M |
| Morgan Dempsey Capital Management LLC | 3.03% | Reduce -8.8% | 102,994 | $9.5M |
| Teamwork Financial Advisors, LLC | 1.43% | Reduce -63.7% | 100,896 | $9.3M |
| Lowery Thomas, LLC | 7.09% | Add +1.5% | 100,849 | $9.3M |
| MN Wealth Advisors, LLC | 5.70% | Add +0.8% | 100,347 | $9.2M |
| Verdence Capital Advisors LLC | 0.83% | Reduce -9.2% | 99,471 | $9.1M |
| L.M. Kohn & Company | 2.55% | Reduce -22.6% | 98,921 | $9.1M |
| Fortis Capital Advisors, LLC | 3.81% | Reduce -26.8% | 98,545 | $9.0M |
| CX Institutional | 0.43% | Reduce -41.3% | 98,387 | $9.0M |
| NorthCrest Asset Manangement, LLC | 0.30% | Reduce -14.5% | 97,213 | $8.9M |
| Sykon Capital LLC | 3.21% | Reduce -24.8% | 96,658 | $8.9M |
| First Financial Bankshares Inc | 0.20% | New | 96,076 | $8.8M |
| Paragon Capital Management Inc. | 6.56% | Add +22.3% | 95,522 | $8.8M |
| Arete Wealth Advisors, LLC | 0.80% | Reduce -54.2% | 94,100 | $8.6M |
| Greenfield Seitz Capital Management, LLC | 3.21% | Add +43.9% | 93,932 | $8.6M |
| Cerity Partners LLC | 0.02% | Reduce -19.7% | 91,946 | $8.4M |
| Oxford Wealth Group, LLC | 7.63% | — | 91,301 | $8.4M |
| Richard W. Paul & Associates, LLC | 3.34% | Reduce -12.6% | 91,230 | $8.4M |
| Lifestyle Asset Management, Inc. | 4.94% | Reduce -1.8% | 91,158 | $8.4M |
| AE Wealth Management LLC | 0.09% | Reduce -95.6% | 90,141 | $8.3M |
| IHT Wealth Management, LLC | 0.33% | Reduce -7.9% | 88,730 | $8.1M |
| TMD Wealth Management, LLC | 1.88% | Reduce -30.3% | 87,725 | $8.1M |
| Tempus Wealth Planning, LLC | 3.53% | Add +55.6% | 87,366 | $8.0M |
| Vigilare Wealth Management | 3.94% | Reduce -39.0% | 87,132 | $8.0M |
| Smart Money Group LLC | 3.09% | Reduce -2.3% | 86,525 | $7.9M |
| Choate Investment Advisors | 0.21% | Add +387.6% | 86,211 | $7.9M |
| Accurate Wealth Management, LLC | 2.30% | Add +1717.2% | 86,062 | $7.9M |
| Luken Investment Analytics, LLC | 3.96% | Reduce -41.2% | 85,541 | $7.9M |
| Iams Wealth Management, LLC | 4.78% | Add +20.9% | 85,320 | $7.8M |
| Worth Asset Management, LLC | 4.80% | Add +234.6% | 84,944 | $7.8M |
| Vivid Wealth Management, LLC | 4.87% | Add +1.7% | 84,800 | $7.8M |
| Capital Advisors, Ltd. LLC | 1.00% | Add +13.9% | 83,974 | $7.7M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -2.8% | 83,804 | $7.7M |
| Geneos Wealth Management Inc. | 0.35% | Reduce -18.6% | 83,570 | $7.7M |
| Revisor Wealth Management LLC | 3.46% | Add +149.3% | 83,549 | $7.7M |
| Ameritas Advisory Services, LLC | 0.31% | Reduce -90.9% | 83,155 | $7.6M |
| Vontobel Holding Ltd. | 0.06% | Reduce -30.0% | 82,809 | $7.6M |
| Independent Financial Group, LLC | 0.35% | Add +2.9% | 82,225 | $7.5M |
| JT Stratford LLC | 1.50% | Add +5.0% | 81,956 | $7.5M |
| Marshfield Associates | 0.15% | Add +153.7% | 81,590 | $7.5M |
| Constant Guidance Financial LLC | 6.86% | Add +3.2% | 81,459 | $7.5M |
| IFP Advisors, Inc | 0.33% | Reduce -7.8% | 81,126 | $7.4M |
| Client First Capital LLC | 5.20% | New | 80,860 | $7.4M |
| CoreCap Advisors, LLC | 0.39% | Reduce -11.2% | 80,554 | $7.4M |
| CapWealth Advisors, LLC | 0.83% | Add +7.8% | 80,430 | $7.4M |
| J.Safra Asset Management Corp | 0.83% | Add +7.2% | 80,257 | $7.4M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -63.1% | 80,027 | $7.3M |
| Coombe, Bender & Co LLC | 4.45% | Reduce -24.0% | 79,788 | $7.3M |
| 3EDGE Asset Management, LP | 0.57% | Add +40.1% | 79,141 | $7.3M |
| Scotia Capital Inc. | 0.04% | Add +6.3% | 78,693 | $7.2M |
| IPG Investment Advisors LLC | 1.57% | Add +53.8% | 78,452 | $7.2M |
| Strategic Blueprint, LLC | 0.51% | Reduce -31.5% | 78,193 | $7.2M |
| Oppenheimer & Co. Inc. | 0.12% | Reduce -28.6% | 77,670 | $7.1M |
| US Financial Advisors, LLC | 2.46% | Add +0.3% | 77,424 | $7.1M |
| Darwin Wealth Management, LLC | 1.97% | Reduce -7.0% | 76,847 | $7.1M |
| Good Life Advisors, LLC | 0.62% | Reduce -32.8% | 76,115 | $7.0M |
| Sargent Investment Group, LLC | 1.53% | Add +2.5% | 75,884 | $7.0M |
| MRA Advisory Group | 4.11% | New | 74,961 | $6.9M |
| Willow Creek Wealth Management Inc. | 0.79% | Add +22.2% | 73,472 | $6.7M |
| Archford Capital Strategies, LLC | 1.13% | Add +0.4% | 73,030 | $6.7M |
| Bison Wealth, LLC | 1.08% | Reduce -5.2% | 72,213 | $6.6M |
| First International Bank & Trust | 2.28% | Reduce -18.8% | 71,795 | $6.6M |
| Goldstream Capital Management Ltd | 3.71% | No change | 71,700 | $6.6M |
| Hedeker Wealth, LLC | 1.89% | Add +3.5% | 71,355 | $6.6M |
| Connectus Wealth, LLC | 0.18% | Add +9.2% | 70,931 | $6.5M |
| Stadion Money Management, LLC | 0.42% | Add +0.8% | 70,609 | $6.5M |
| Hilltop Holdings Inc. | 0.71% | Reduce -25.4% | 69,886 | $6.4M |
| Leading Edge Financial Planning LLC | 2.84% | Add +10.9% | 69,728 | $6.4M |
| Stokes Family Office, LLC | 0.80% | Reduce -26.7% | 69,484 | $6.4M |
| Graves Light Lenhart Wealth, Inc. | 0.74% | Reduce -15.3% | 69,122 | $6.3M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +2747.7% | 67,774 | $6.2M |
| United Capital Financial Advisors, LLC | 0.05% | Add +12.1% | 67,637 | $6.2M |
| PFG Investments, LLC | 0.37% | Reduce -18.2% | 67,408 | $6.2M |
| DAVENPORT & Co LLC | 0.04% | Reduce -5.6% | 67,255 | $6.2M |
| Insight 2811, Inc. | 3.16% | Reduce -8.7% | 66,971 | $6.1M |
| Capital Wealth Alliance, LLC | 3.63% | Add +63.2% | 66,890 | $6.1M |
| Guidance Capital, Inc. | 2.25% | Add +25.2% | 66,785 | $6.1M |
| Wedbush Securities Inc. | 0.23% | Reduce -13.7% | 66,608 | $6.1M |
| RIA Advisory Group LLC | 2.47% | New | 66,427 | $6.1M |
| GFI Investment Counsel Ltd. | 0.77% | Reduce -9.9% | 66,228 | $6.1M |
| West Financial Advisors, LLC | 1.30% | Add +3.2% | 66,023 | $6.1M |
| GM Advisory Group, LLC | 0.42% | Reduce -16.0% | 65,660 | $6.0M |
| Corient Private Wealth LP | 0.01% | Reduce -25.3% | 65,532 | $6.0M |
| Hardman Johnston Global Advisors LLC | 0.21% | New | 65,000 | $6.0M |
| Townsquare Capital LLC | 0.09% | Reduce -28.6% | 64,604 | $5.9M |
| MCF Advisors LLC | 0.46% | Add +7.0% | 64,185 | $5.9M |
| Eudaimonia Partners, LLC | 1.40% | Reduce -26.3% | 63,922 | $5.9M |
| Long Run Wealth Advisors, LLC | 1.53% | Add +46.3% | 63,421 | $5.8M |
| Aspire Private Capital, LLC | 1.53% | Add +103.5% | 63,349 | $5.8M |
| Lumbard & Kellner, LLC | 2.78% | Reduce -38.0% | 62,283 | $5.7M |
| Beam Wealth Advisors, Inc. | 3.43% | Reduce -34.7% | 62,231 | $5.7M |
| Park Avenue Securities LLC | 0.07% | Reduce -63.0% | 61,332 | $5.6M |
| Eagle Strategies LLC | 1.24% | Add +851.9% | 60,838 | $5.6M |
| Family Manage LLC | 1.03% | Add +304.4% | 60,824 | $5.6M |
| Retireful, LLC | 2.30% | Reduce -17.9% | 60,377 | $5.5M |
| Tompkins Financial Corp. | 0.62% | Reduce -34.8% | 59,766 | $5.5M |
| Sage Mountain Advisors LLC | 0.57% | Reduce -3.3% | 59,242 | $5.4M |
| Cambridge Trust Co. | 0.20% | Reduce -18.1% | 58,302 | $5.4M |
| Milestone Asset Management, LLC | 1.52% | Reduce -63.2% | 57,907 | $5.3M |
| Intrepid Financial Planning Group LLC | 2.27% | Reduce -3.1% | 57,328 | $5.3M |
| Coppell Advisory Solutions Corp. | 0.98% | — | 57,014 | $5.2M |
| Fifth Third Securities, Inc. | 0.51% | Reduce -13.0% | 56,725 | $5.2M |
| Channel Wealth LLC | 2.09% | Add +76.6% | 56,569 | $5.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.18% | Reduce -23.8% | 56,524 | $5.2M |
| Saxon Interests, Inc. | 2.41% | Reduce -37.0% | 54,964 | $5.0M |
| Two Sigma Securities, LLC | 0.24% | Add +108.9% | 54,739 | $5.0M |
| Moneco Advisors, LLC | 0.80% | Add +10.2% | 54,699 | $5.0M |
| Guild Investment Management, Inc. | 6.38% | Add +283.2% | 54,370 | $5.0M |
| Perennial Investment Advisors, LLC | 0.76% | Add +3.1% | 54,342 | $5.0M |
| AA Financial Advisors, LLC | 2.01% | Reduce -5.5% | 54,268 | $5.0M |
| Vishria Bird Financial Group, LLC | 2.13% | Add +42.9% | 54,086 | $5.0M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -23.6% | 53,677 | $4.9M |
| Kohmann Bosshard Financial Services, LLC | 0.68% | Add +32.0% | 53,589 | $4.9M |
| RiverTree Advisors, LLC | 3.30% | Reduce -1.7% | 53,554 | $4.9M |
| Keating Investment Counselors Inc. | 1.58% | Reduce -14.2% | 53,280 | $4.9M |
| Paulson Wealth Management Inc. | 1.43% | Reduce -11.0% | 52,856 | $4.9M |
| Horizon Investments, LLC | 0.13% | Reduce -2.3% | 52,805 | $4.8M |
| Ranch Capital Advisors Inc. | 2.59% | Add +25.1% | 52,116 | $4.8M |
| Coldstream Capital Management Inc. | 0.12% | Add +1.7% | 51,440 | $4.7M |
| Palouse Capital Management, Inc. | 3.11% | Reduce -5.1% | 51,336 | $4.7M |
| Apollon Wealth Management, LLC | 0.15% | Add +4.2% | 51,284 | $4.7M |
| Waterloo Capital, L.P. | 0.60% | Reduce -23.4% | 51,138 | $4.7M |
| Prostatis Group LLC | 1.77% | Reduce -13.8% | 50,892 | $4.7M |
| Waycross Investment Management Co | 4.33% | Add +5.1% | 50,584 | $4.6M |
| Fagan Associates, Inc. | 0.87% | New | 50,571 | $4.6M |
| Capital Research Global Investors | 0.00% | Add +1.7% | 49,853 | $4.6M |
| Donald L. Hagan, LLC | 2.40% | Reduce -16.6% | 49,348 | $4.5M |
| Ritholtz Wealth Management | 0.16% | Reduce -93.8% | 49,302 | $4.5M |
| Stephens Inc. | 0.07% | Add +2.3% | 48,700 | $4.5M |
| Founders Financial Alliance, LLC | 1.33% | Add +0.3% | 48,315 | $4.4M |
| Advisors Preferred, LLC | 0.75% | Reduce -2.4% | 48,470 | $4.4M |
| GenTrust, LLC | 0.27% | Add +23.3% | 48,242 | $4.4M |
| Professional Financial Advisors, LLC | 1.25% | Add +32.6% | 47,761 | $4.4M |
| Upper Left Wealth Management, LLC | 3.98% | New | 46,821 | $4.3M |
| Smith, Moore & Co. | 0.46% | Reduce -1.4% | 46,644 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -5.9% | 46,539 | $4.3M |
| Sovereign Investment Advisors, LLC | 1.46% | Add +0.8% | 45,941 | $4.2M |
| Curi Capital, LLC | 0.10% | Add +122.8% | 45,898 | $4.2M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -76.2% | 45,682 | $4.2M |
| Legacy Capital Group California, Inc. | 1.54% | Reduce -25.4% | 45,374 | $4.2M |
| Accordant Advisory Group Inc | 3.08% | — | 44,958 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.26% | Add +34.9% | 44,863 | $4.1M |
| Quaker Wealth Management, LLC | 1.65% | Add +1582.9% | 44,126 | $4.1M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +12.3% | 43,406 | $4.0M |
| Unison Advisors LLC | 0.39% | Reduce -7.8% | 42,953 | $3.9M |
| Mgo One Seven LLC | 0.20% | Reduce -56.3% | 42,924 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +33.9% | 42,695 | $3.9M |
| Howard Financial Services, LTD. | 0.67% | Add +43.6% | 42,626 | $3.9M |
| Lido Advisors, LLC | 0.03% | Reduce -16.9% | 41,865 | $3.8M |
| Sicart Associates LLC | 1.40% | Reduce -6.2% | 41,669 | $3.8M |
| Harbor Investment Advisory, LLC | 0.40% | Add +74.8% | 41,177 | $3.8M |
| Ceera Investments, LLC | 1.65% | Add +20.9% | 40,928 | $3.8M |
| PFW Advisors LLC | 1.15% | Reduce -55.6% | 40,894 | $3.8M |
| Wheelhouse Advisory Group LLC | 2.87% | Add +21.1% | 40,768 | $3.7M |
| Sigma Planning Corp | 0.12% | Add +243.6% | 40,287 | $3.7M |
| Vista Investment Management | 1.50% | Add +1.5% | 40,234 | $3.7M |
| AlphaQ Advisors LLC | 2.22% | Reduce -34.0% | 40,200 | $3.7M |
| Eagle Global Advisors LLC | 0.20% | Reduce -3.8% | 39,485 | $3.6M |
| SP Asset Management LLC | 0.34% | Reduce -10.1% | 39,442 | $3.6M |
| PSI Advisors, LLC | 1.30% | Reduce -55.7% | 39,147 | $3.6M |
| International Assets Investment Management, LLC | 0.37% | Reduce -13.5% | 38,576 | $3.5M |
| Balefire, LLC | 1.27% | Add +3.3% | 38,364 | $3.5M |
| Vicus Capital | 0.32% | New | 37,970 | $3.5M |
| Focus Partners Wealth | 0.03% | Add +8.0% | 37,920 | $3.5M |
| Private Client Services, LLC | 2.33% | Reduce -5.8% | 37,714 | $3.5M |
| Private Advisory Group LLC | 0.49% | Reduce -39.3% | 37,364 | $3.4M |
| Elmwood Wealth Management, Inc. | 1.46% | Add +2.6% | 37,271 | $3.4M |
| Hantz Financial Services, Inc. | 0.07% | Reduce -4.1% | 36,962 | $3.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.39% | New | 36,902 | $3.4M |
| Prairie Sky Financial Group LLC | 1.98% | Reduce -2.8% | 35,915 | $3.3M |
| Spire Wealth Management | 0.06% | Reduce -10.5% | 35,771 | $3.3M |
| Elm Partners Management LLC | 0.26% | Reduce -18.5% | 35,225 | $3.2M |
| BlackRock Inc. | 0.00% | Reduce -39.8% | 34,325 | $3.2M |
| Core Wealth Partners LLC | 2.38% | Reduce -10.4% | 34,294 | $3.1M |
| Peak Asset Management, LLC | 0.62% | Reduce -4.3% | 34,265 | $3.1M |
| Focus Financial Network, Inc. | 0.15% | — | 34,174 | $3.1M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -9.6% | 33,746 | $3.1M |
| LifePro Asset Management | 2.03% | Reduce -16.0% | 33,500 | $3.1M |
| Triumph Capital Management | 1.23% | Reduce -44.5% | 32,947 | $3.0M |
| Boomfish Wealth Group, LLC | 2.03% | New | 32,855 | $3.0M |
| Lunt Capital Management, Inc. | 1.49% | Reduce -2.1% | 32,602 | $3.0M |
| Visionary Wealth Advisors | 0.20% | Reduce -30.4% | 32,582 | $3.0M |
| ADAR1 Capital Management, LLC | 0.81% | Add +1.6% | 32,500 | $3.0M |
| Rwa Wealth Partners, LLC | 0.04% | Add +0.1% | 32,173 | $3.0M |
| VitalStone Financial, LLC | 2.25% | Reduce -42.1% | 32,015 | $2.9M |
| National Wealth Management Group, LLC | 2.28% | Add +747.2% | 31,949 | $2.9M |
| Continuum Advisory, LLC | 0.43% | Add +37.4% | 31,490 | $2.9M |
| Kopion Asset Management, LLC | 2.03% | Add +9.0% | 31,137 | $2.9M |
| Portfolio Design Labs, LLC | 0.95% | Add +0.6% | 30,940 | $2.8M |
| Lake Hills Wealth Management, LLC | 2.54% | Add +111.5% | 30,734 | $2.8M |
| Coyle Financial Counsel LLC | 1.01% | Add +11.2% | 30,676 | $2.8M |
| Traphagen Investment Advisors LLC | 0.30% | Reduce -10.9% | 30,395 | $2.8M |
| Financial & Tax Architects, LLC | 0.77% | Reduce -87.0% | 30,347 | $2.8M |
| Gotham Asset Management | 0.04% | Add +4.7% | 30,100 | $2.8M |
| Gradient Investments LLC | 0.06% | Add +521.7% | 29,936 | $2.7M |
| Randolph Co Inc | 0.34% | Reduce -84.3% | 29,740 | $2.7M |
| Ameliora Wealth Management Ltd. | 1.22% | Reduce -37.0% | 29,500 | $2.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.8% | 29,264 | $2.7M |
| Cabot Wealth Management Inc. | 0.35% | Reduce -34.0% | 29,237 | $2.7M |
| Modern Wealth Management, LLC | 0.25% | Add +52.6% | 29,002 | $2.7M |
| Biltmore Wealth Management, LLC | 1.25% | No change | 28,640 | $2.6M |
| Savior LLC | 14.04% | Reduce -0.2% | 28,501 | $2.6M |
| Private Trust Co. NA | 0.28% | Reduce -6.3% | 28,446 | $2.6M |
| Raub Brock Capital Management LP | 0.55% | Reduce -12.1% | 28,306 | $2.6M |
| Meitav Investment House Ltd. | 0.05% | Add +21.8% | 28,291 | $2.6M |
| Tidemark, LLC | 1.44% | Reduce -9.7% | 28,192 | $2.6M |
| Krilogy Financial LLC | 0.20% | Add +4.0% | 28,146 | $2.6M |
| Night Owl Capital Management, LLC | 0.39% | Reduce -69.8% | 28,041 | $2.6M |
| Vickerman Investment Advisors, Inc. | 0.83% | Add +64.6% | 27,870 | $2.6M |
| Crescent Grove Advisors, LLC | 0.27% | Add +18.4% | 27,780 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -49.5% | 27,563 | $2.5M |
| RDA Financial Network | 0.86% | Reduce -15.1% | 27,427 | $2.5M |
| Western Wealth Management, LLC | 0.20% | Add +11.3% | 27,384 | $2.5M |
| Venturi Wealth Management, LLC | 0.16% | Reduce -1.9% | 27,249 | $2.5M |
| Ethos Financial Group, LLC | 0.48% | Add +7.7% | 27,165 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.20% | Add +1.9% | 26,656 | $2.4M |
| Benedict Financial Advisors Inc. | 0.62% | Add +2.8% | 26,521 | $2.4M |
| Yarger Wealth Strategies, LLC | 1.65% | New | 26,329 | $2.4M |
| Andina Capital Management, LLC | 1.89% | Reduce -35.9% | 26,307 | $2.4M |
| Principal Securities, Inc. | 0.07% | Add +74.0% | 26,148 | $2.4M |
| Main Management LLC | 0.20% | Add +5.0% | 26,088 | $2.4M |
| Lokken Investment Group LLC | 1.19% | New | 26,050 | $2.4M |
| Silver Oak Securities, Incorporated | 0.36% | Reduce -61.0% | 25,903 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.51% | Add +130.8% | 25,801 | $2.4M |
| Steel Grove Capital Advisors, LLC | 0.31% | Reduce -16.5% | 25,761 | $2.4M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -43.4% | 25,642 | $2.4M |
| Snowden Capital Advisors LLC | 0.07% | Add +103.2% | 25,604 | $2.4M |
| Stephens Consulting, LLC | 0.72% | Reduce -6.2% | 25,567 | $2.3M |
| Zega Financial, LLC | 1.01% | Reduce -32.9% | 25,544 | $2.3M |
| J. W. Coons Advisors, LLC | 0.41% | Reduce -0.9% | 25,221 | $2.3M |
| Catalyst Capital Advisors LLC | 0.06% | No change | 25,000 | $2.3M |
| Allianz Asset Management GmbH | 0.00% | New | 25,000 | $2.3M |
| Tillman Hartley LLC | 0.79% | Add +105.5% | 24,848 | $2.3M |
| Synovus Financial Corp. | 0.03% | Add +13.6% | 24,554 | $2.3M |
| Rovin Capital /Ut/ | 0.92% | Reduce -23.2% | 24,342 | $2.2M |
| Beacon Wealthcare LLC | 1.02% | Reduce -38.9% | 24,326 | $2.2M |
| Client First Investment Management LLC | 1.76% | Reduce -80.8% | 24,082 | $2.2M |
| Compound Planning, Inc. | 0.20% | Add +108.0% | 23,848 | $2.2M |
| Patten Group, Inc. | 0.54% | Add +2.4% | 23,777 | $2.2M |
| Imprint Wealth LLC | 0.53% | Add +69.1% | 23,696 | $2.2M |
| Frontier Asset Management, LLC | 0.79% | Reduce -88.0% | 23,496 | $2.2M |
| Tactive Advisors, LLC | 1.14% | Reduce -34.6% | 23,335 | $2.1M |
| Tucker Asset Management LLC | 0.49% | Add +13440.4% | 23,154 | $2.1M |
| Absolute Capital Management, LLC | 1.32% | Add +29.3% | 22,597 | $2.1M |
| Robinswood Financial LLC | 0.88% | Add +12.4% | 22,539 | $2.1M |
| Heritage Wealth Partners, LLC | 4.19% | No change | 22,458 | $2.1M |
| Shore Point Advisors, LLC | 1.17% | Reduce -2.4% | 22,302 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -78.8% | 22,149 | $2.0M |
| Beacon Bank & Trust | 0.50% | Add +0.8% | 22,087 | $2.0M |
| Bailard, Inc. | 0.06% | Add +80.6% | 22,043 | $2.0M |
| Pennsylvania Capital Management Inc. | 0.84% | Reduce -46.1% | 22,002 | $2.0M |
| Elevated Capital Advisors, LLC | 0.57% | Reduce -54.8% | 21,854 | $2.0M |
| CreativeOne Wealth, LLC | 0.08% | Add +168.6% | 21,721 | $2.0M |
| Prelude Capital Management, LLC | 0.14% | Reduce -42.4% | 21,700 | $2.0M |
| Ehrlich Financial Group | 1.67% | Add +317.4% | 21,646 | $2.0M |
| Woodley Farra Manion Portfolio Management Inc. | 0.11% | Reduce -51.6% | 21,623 | $2.0M |
| Malaga Cove Capital, LLC | 0.80% | Add +49.4% | 21,455 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.22% | Add +180.0% | 21,078 | $1.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.26% | New | 20,942 | $1.9M |
| Hengehold Capital Management LLC | 0.20% | Reduce -12.7% | 20,867 | $1.9M |
| Raleigh Capital Management Inc. | 0.81% | Add +74.9% | 20,509 | $1.9M |
| Values First Advisors, Inc. | 1.07% | Reduce -16.6% | 19,840 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.47% | Reduce -20.8% | 19,822 | $1.8M |
| Quarry LP | 0.76% | Reduce -10.8% | 19,500 | $1.8M |
| Van Hulzen Asset Management, LLC | 0.12% | Add +20.9% | 19,396 | $1.8M |
| Independent Wealth Network Inc. | 0.83% | Add +17.6% | 19,297 | $1.8M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +11.1% | 18,913 | $1.7M |
| Precision Wealth Strategies, LLC | 1.63% | Add +87.4% | 18,796 | $1.7M |
| Arkfeld Wealth Strategies, L.L.C. | 0.95% | Reduce -13.5% | 18,837 | $1.7M |
| Souders Financial Advisors | 0.27% | Add +1.6% | 18,767 | $1.7M |
| HRT Financial LP | 0.01% | New | 18,580 | $1.7M |
| Inspire Advisors, LLC | 0.23% | Reduce -79.7% | 18,390 | $1.7M |
| Tranquilli Financial Advisor LLC | 1.12% | Reduce -95.3% | 18,277 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -41.6% | 18,091 | $1.7M |
| Transcendent Capital Group LLC | 0.96% | Reduce -23.9% | 18,030 | $1.7M |
| Sowell Financial Services LLC | 0.08% | Reduce -37.5% | 17,888 | $1.6M |
| Annandale Capital, LLC | 0.36% | No change | 17,500 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Reduce -52.0% | 17,307 | $1.6M |
| WT Wealth Management | 0.56% | Reduce -41.7% | 17,196 | $1.6M |
| Trinity Wealth Management, LLC | 0.81% | No change | 17,078 | $1.6M |
| Aveo Capital Partners, LLC | 0.17% | Add +7.3% | 17,133 | $1.6M |
| Prescott Group Capital Management, L.L.C. | 0.25% | Reduce -76.5% | 17,073 | $1.6M |
| Spinnaker Trust | 0.10% | Reduce -93.1% | 16,876 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Add +96.7% | 16,623 | $1.5M |
| FWL Investment Management, LLC | 0.84% | Add +51.3% | 16,513 | $1.5M |
| Advisor Resource Council | 0.64% | Reduce -91.2% | 16,462 | $1.5M |
| Syntegra Private Wealth Group, LLC | 0.19% | Reduce -88.1% | 16,376 | $1.5M |
| Boston Standard Wealth Management, LLC | 0.34% | Reduce -60.6% | 16,166 | $1.5M |
| FinTrust Capital Advisors, LLC | 0.29% | Add +168.6% | 16,117 | $1.5M |
| Northern Trust Corp. | 0.00% | New | 15,954 | $1.5M |
| Woodard & Co. Asset Management Group Inc. | 0.39% | Add +35.0% | 15,913 | $1.5M |
| Crestwood Advisors Group, LLC | 0.03% | Add +40.1% | 15,697 | $1.4M |
| Merit Financial Group, LLC | 0.03% | Add +21.6% | 15,717 | $1.4M |
| Bright Futures Wealth Management, LLC. | 0.77% | — | 15,539 | $1.4M |
| Point Windward Advisors Inc. | 0.59% | Add +31.0% | 15,356 | $1.4M |
| Summit Financial, LLC | 0.08% | Add +3.5% | 15,296 | $1.4M |
| Flagstar Securities, Inc. | 0.39% | Add +54.6% | 15,282 | $1.4M |
| Global Financial Private Client, LLC | 0.60% | Add +43.1% | 15,177 | $1.4M |
| Betterment LLC | 0.00% | Add +11.5% | 15,110 | $1.4M |
| Csenge Advisory Group | 0.08% | Reduce -31.4% | 15,022 | $1.4M |
| Covestor Ltd | 0.86% | Reduce -32.4% | 14,723 | $1.4M |
| Quantinno Capital Management LP | 0.03% | New | 14,612 | $1.3M |
| American Planning Services, Inc. | 0.95% | New | 14,284 | $1.3M |
| Shepherd Financial Partners LLC | 0.17% | Reduce -63.8% | 14,083 | $1.3M |
| First Citizens Financial Corp | 0.77% | Add +15.7% | 14,043 | $1.3M |
| Win Advisors, Inc. | 0.56% | New | 13,843 | $1.3M |
| Priebe Wealth Holdings LLC | 0.99% | Reduce -5.8% | 13,795 | $1.3M |
| Journey Strategic Wealth LLC | 0.06% | New | 13,770 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Add +57.9% | 13,741 | $1.3M |
| Castleview Partners, LLC | 0.70% | Add +18.7% | 13,692 | $1.3M |
| St Germain D J Co. Inc. | 0.06% | Reduce -51.1% | 13,580 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Add +818.4% | 13,528 | $1.2M |
| Smithfield Trust Co | 0.07% | No change | 13,501 | $1.2M |
| Genus Capital Management Inc. | 0.16% | — | 13,435 | $1.2M |
| Rehmann Capital Advisory Group | 0.09% | New | 13,362 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.29% | Add +2.7% | 13,286 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | — | 13,307 | $1.2M |
| Money Concepts Capital Corp. | 0.11% | Reduce -21.2% | 13,244 | $1.2M |
| OneAscent Financial Services LLC | 0.13% | Add +103.0% | 13,213 | $1.2M |
| Arlington Trust Co LLC | 0.31% | Add +15.5% | 13,202 | $1.2M |
| Quadcap Wealth Management, LLC | 0.28% | Add +8.5% | 13,182 | $1.2M |
| PFG Advisors | 0.09% | Reduce -48.0% | 13,162 | $1.2M |
| Tevis Investment Management | 1.02% | Reduce -2.6% | 13,087 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Reduce -0.1% | 13,083 | $1.2M |
| Independent Family Office, LLC | 0.63% | New | 12,880 | $1.2M |
| Acuitas Investments, LLC | 0.60% | Add +32.1% | 12,857 | $1.2M |
| Financial Management Professionals, Inc. | 0.17% | Reduce -12.8% | 12,828 | $1.2M |
| Maltin Wealth Management, Inc. | 0.66% | Add +21.9% | 12,758 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +360.6% | 12,518 | $1.1M |
| Pioneer Wealth Management Group | 0.66% | New | 12,512 | $1.1M |
| Guardian Capital Advisors LP | 0.12% | Reduce -17.2% | 12,468 | $1.1M |
| WESCAP Management Group, Inc. | 0.33% | No change | 12,400 | $1.1M |
| Advisor OS, LLC | 0.13% | Reduce -55.3% | 12,248 | $1.1M |
| Ascent Group, LLC | 0.10% | Add +17.1% | 12,248 | $1.1M |
| Headinvest, LLC | 0.22% | Reduce -7.0% | 12,188 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.24% | Add +19.8% | 12,100 | $1.1M |
| Kickstand Ventures, Llc. | 0.31% | Add +0.1% | 11,914 | $1.1M |
| SVB Wealth LLC | 0.02% | Reduce -8.7% | 11,904 | $1.1M |
| HCR Wealth Advisors | 0.16% | Reduce -25.9% | 11,810 | $1.1M |
| Premier Path Wealth Partners, LLC | 0.20% | Add +2.2% | 11,775 | $1.1M |
| Napatree Capital LLC | 1.04% | Reduce -4.0% | 11,690 | $1.1M |
| McElhenny Sheffield Capital Management, LLC | 0.38% | Add +0.0% | 11,660 | $1.1M |
| Welch Group, LLC | 0.05% | Reduce -65.5% | 11,523 | $1.1M |
| Seed Wealth Management, Inc. | 1.01% | Add +46.3% | 11,565 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -50.5% | 11,495 | $1.1M |
| True Wealth Design, LLC | 0.26% | Reduce -16.4% | 11,397 | $1.0M |
| Pathway Financial Advisors LLC | 0.28% | No change | 11,317 | $1.0M |
| TCP Asset Management, LLC | 0.27% | No change | 11,246 | $1.0M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +0.0% | 11,234 | $1.0M |
| Formidable Asset Management, LLC | 0.17% | Add +37.4% | 11,027 | $1.0M |
| Level Four Advisory Services, LLC | 0.06% | Add +6.3% | 11,049 | $1.0M |
| Financial Counselors Inc. | 0.02% | New | 10,995 | $1.0M |
| Marion Wealth Management | 0.30% | New | 10,990 | $1.0M |
| Pension & Wealth Management Advisors, Inc. | 0.66% | Reduce -53.1% | 10,904 | $1.0M |
| Arlington Partners LLC | 0.51% | Reduce -76.4% | 10,904 | $1.0M |
| Anthracite Investment Company, Inc. | 0.50% | Reduce -89.4% | 10,885 | $999K |
| Fernwood Investment Management, LLC | 0.29% | Reduce -0.5% | 10,770 | $989K |
| JNBA Financial Advisors | 0.10% | Add +15.8% | 10,578 | $971K |
| NavPoint Financial, Inc. | 0.84% | Add +41.7% | 10,572 | $971K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | No change | 10,443 | $959K |
| Mowery & Schoenfeld Wealth Management, LLC | 1.82% | Add +19.8% | 10,305 | $946K |
| IronBridge Private Wealth, LLC | 0.39% | Add +94.6% | 10,284 | $944K |
| NorthRock Partners, LLC | 0.04% | Add +173.8% | 10,263 | $942K |
| Fortune Financial Advisors, LLC | 0.60% | Add +41.0% | 10,224 | $939K |
| PYA Waltman Capital, LLC | 0.35% | Add +0.0% | 10,186 | $935K |
| Intellectus Partners, LLC | 0.25% | Add +39.0% | 10,150 | $932K |
| Mills Wealth Advisors LLC | 0.68% | Reduce -12.6% | 10,104 | $928K |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -45.0% | 10,012 | $919K |
| Stonebridge Financial Planning Group, LLC | 0.48% | Reduce -20.4% | 9,977 | $916K |
| Sound Financial Strategies Group, LLC | 0.76% | Add +0.2% | 9,909 | $910K |
| Advisory Alpha, LLC | 0.04% | Reduce -0.4% | 9,815 | $901K |
| TAP Consulting, LLC | 0.20% | New | 9,728 | $893K |
| WESPAC Advisors, LLC | 0.52% | No change | 9,707 | $891K |
| Eagle Ridge Investment Management | 0.08% | Reduce -55.8% | 9,640 | $885K |
| Centennial Wealth Advisory LLC | 0.41% | Reduce -16.5% | 9,614 | $883K |
| Deutsche Bank AG | 0.00% | No change | 9,602 | $881K |
| One Plus One Wealth Management, LLC | 0.50% | New | 9,542 | $876K |
| International Private Wealth Advisors LLC | 1.68% | Reduce -16.0% | 9,494 | $872K |
| Lincoln Capital Corp. | 0.38% | Reduce -7.3% | 9,358 | $859K |
| FirstPurpose Wealth LLC | 0.31% | New | 9,373 | $858K |
| Encompass More Asset Management | 0.71% | Reduce -12.4% | 9,333 | $857K |
| Richardson Financial Services Inc. | 0.59% | Add +141.6% | 9,206 | $835K |
| Pecaut & Co. | 0.31% | Add +2.3% | 9,087 | $834K |
| Benjamin Edwards Inc. | 0.17% | Reduce -12.9% | 9,075 | $833K |
| Authentikos Wealth Advisory, LLC | 0.82% | Reduce -10.7% | 8,922 | $819K |
| TLWM | 0.18% | Reduce -19.8% | 8,840 | $812K |
| Ballast Asset Management, LP | 0.44% | New | 8,800 | $808K |
| Boston Financial Mangement LLC | 0.03% | Add +0.1% | 8,779 | $806K |
| Asset Dedication, LLC | 0.06% | Add +183.8% | 8,746 | $804K |
| Miller Investment Management, LP | 0.10% | No change | 8,679 | $797K |
| Acorn Creek Capital LLC | 0.50% | Add +0.8% | 8,661 | $795K |
| Gibbs Wealth Management | 0.46% | — | 8,635 | $793K |
| Hartline Investment Corp./ | 0.14% | New | 8,594 | $789K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -2.4% | 8,594 | $789K |
| Centric Wealth Management | 0.25% | New | 8,582 | $788K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -57.9% | 8,566 | $786K |
| Pure Financial Advisors, LLC | 0.02% | Add +42.4% | 8,535 | $784K |
| Petredis Investment Advisors LLC | 0.09% | Reduce -88.9% | 8,514 | $782K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +4.1% | 8,512 | $781K |
| Nvwm, LLC | 0.21% | Reduce -0.4% | 8,501 | $780K |
| HFG Advisors, Inc. | 0.69% | Add +18.3% | 8,464 | $777K |
| Flputnam Investment Management Co. | 0.02% | Add +0.6% | 8,407 | $772K |
| Sharp Wealth Advisory, LLC | 0.71% | Add +3.4% | 8,371 | $768K |
| 1834 Investment Advisors Co. | 0.09% | Add +9.8% | 8,353 | $767K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -15.4% | 8,300 | $762K |
| Rathbones Group PLC | 0.00% | New | 8,225 | $755K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -11.1% | 8,034 | $738K |
| Kelly Financial Services LLC | 0.28% | Add +102.3% | 8,015 | $736K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -70.3% | 8,028 | $734K |
| Significant Wealth Partners LLC | 0.47% | Add +240.0% | 7,853 | $721K |
| Balboa Wealth Partners | 0.23% | Add +39.7% | 7,811 | $717K |
| Kowal Investment Group, LLC | 0.15% | New | 7,768 | $713K |
| &partners | 0.10% | New | 7,727 | $709K |
| Coordinated Financial Services, Inc. | 0.61% | — | 7,537 | $692K |
| Prospera Financial Services Inc | 0.02% | Reduce -57.0% | 7,517 | $690K |
| Mosley Wealth Management | 0.64% | New | 7,414 | $681K |
| Laidlaw Wealth Management LLC | 0.37% | Add +119.2% | 7,303 | $670K |
| Trivium Point Advisory, LLC | 0.14% | New | 7,280 | $668K |
| Capital CS Group, LLC | 0.67% | Add +0.8% | 7,280 | $668K |
| Signal Advisors Wealth, LLC | 0.17% | Add +55.2% | 7,242 | $665K |
| Breed's Hill Capital LLC | 0.61% | Add +13.7% | 7,234 | $664K |
| TD Private Client Wealth LLC | 0.02% | Reduce -15.6% | 7,216 | $662K |
| Weaver Consulting Group | 0.24% | Reduce -8.6% | 7,027 | $645K |
| GYL Financial Synergies, LLC | 0.05% | Reduce -21.0% | 7,019 | $644K |
| Blair William & Co. | 0.00% | Add +52.9% | 7,017 | $644K |
| West Michigan Advisors, LLC | 0.21% | Add +81.5% | 6,979 | $641K |
| Austin Private Wealth, LLC | 0.07% | Add +215.7% | 6,973 | $638K |
| Ascent Wealth Partners, LLC | 0.09% | Reduce -19.4% | 6,815 | $626K |
| MBA Advisors LLC | 0.32% | Reduce -47.8% | 6,735 | $618K |
| Barclays PLC | 0.00% | New | 6,670 | $612K |
| HBW Advisory Services LLC | 0.11% | No change | 6,684 | $611K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +61.8% | 6,606 | $606K |
| Wellington Shields Capital Management, LLC | 0.11% | No change | 6,577 | $604K |
| Columbia Advisory Partners LLC | 0.61% | Reduce -74.7% | 6,546 | $601K |
| Carr Financial Group Corp | 0.20% | Add +19.1% | 6,526 | $599K |
| Astoria Portfolio Advisors LLC. | 0.23% | Reduce -70.2% | 6,534 | $599K |
| Outlook Wealth Advisors, LLC | 0.18% | Reduce -27.3% | 6,513 | $598K |
| Realta Investment Advisors | 0.12% | Add +3.6% | 6,510 | $598K |
| Essex Financial Services, Inc. | 0.05% | Reduce -6.1% | 6,431 | $590K |
| Aurora Investment Managers, LLC. | 0.43% | New | 6,421 | $589K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -28.0% | 6,411 | $589K |
| Greenspring Advisors, LLC | 0.15% | Reduce -6.3% | 6,371 | $585K |
| Marcum Wealth, LLC | 0.06% | Reduce -20.3% | 6,353 | $583K |
| Red Door Wealth Management, LLC | 0.11% | Reduce -1.4% | 6,268 | $575K |
| Rede Wealth, LLC | 0.24% | Add +64.0% | 6,242 | $573K |
| Colonial River Investments, LLC | 0.32% | Reduce -41.8% | 6,215 | $571K |
| Staley Capital Advisers Inc. | 0.03% | New | 6,200 | $569K |
| RMR Capital Management, LLC | 0.56% | Add +42.0% | 6,126 | $562K |
| Epoch Investment Partners, Inc. | 0.00% | New | 6,114 | $561K |
| Pointe Capital Management LLC | 0.34% | Add +158.0% | 6,096 | $560K |
| M&T Bank Corp | 0.00% | Add +13.3% | 6,058 | $556K |
| World Equity Group, Inc. | 0.11% | Reduce -16.3% | 6,026 | $553K |
| Sloy Dahl & Holst, LLC | 0.13% | No change | 5,965 | $548K |
| Endowment Wealth Management, Inc. | 0.41% | Add +20.5% | 5,951 | $546K |
| GPS Wealth Strategies Group, LLC | 0.09% | Reduce -1.0% | 5,943 | $546K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | New | 5,916 | $543K |
| Prosperity Wealth Management, Inc. | 0.26% | Add +11.4% | 5,889 | $541K |
| Fortis Capital Management LLC | 0.14% | New | 5,880 | $540K |
| Hummer Financial Advisory Services Inc | 0.44% | Add +1.9% | 5,810 | $533K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -81.0% | 5,803 | $533K |
| Hamilton Capital, LLC | 0.04% | Reduce -0.2% | 5,762 | $529K |
| Evergreen Capital Management LLC | 0.02% | Add +9.4% | 5,723 | $525K |
| Tower Wealth Partners, Inc. | 0.34% | Add +13.7% | 5,695 | $523K |
| US Bancorp \de | 0.00% | Reduce -40.3% | 5,683 | $522K |
| Vertex Planning Partners, LLC | 0.14% | Reduce -21.9% | 5,681 | $522K |
| Destiny Wealth Partners, LLC | 0.09% | Reduce -65.3% | 5,639 | $518K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -78.1% | 5,608 | $515K |
| Benchmark Investment Advisors LLC | 0.40% | New | 5,588 | $513K |
| Avior Wealth Management, LLC | 0.02% | Add +789.9% | 5,562 | $511K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.8% | 5,555 | $510K |
| Narus Financial Partners, LLC | 0.22% | Add +152.3% | 5,550 | $509K |
| SkyOak Wealth, LLC | 0.12% | Reduce -18.7% | 5,470 | $502K |
| Delos Wealth Advisors, LLC | 0.56% | Reduce -30.5% | 5,460 | $501K |
| Schusterman Interests, LLC | 0.39% | No change | 5,460 | $501K |
| OneDigital Investment Advisors LLC | 0.01% | Add +43.9% | 5,457 | $501K |
| Trexquant Investment LP | 0.01% | Reduce -35.0% | 5,447 | $500K |
| Transatlantique Private Wealth LLC | 0.22% | No change | 5,443 | $500K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.5% | 5,421 | $498K |
| Castle Rock Wealth Management, LLC | 0.14% | Add +2.6% | 5,421 | $496K |
| Fairbanks Capital Management, Inc. | 0.34% | Reduce -80.0% | 4,890 | $486K |
| Stratos Investment Management, LLC | 0.05% | Add +13.2% | 5,279 | $485K |
| TFB Advisors LLC | 0.18% | Add +116.1% | 5,300 | $485K |
| Frazier Financial Advisors, LLC | 0.40% | Reduce -0.2% | 5,254 | $482K |
| Rothschild Wealth LLC | 0.17% | — | 5,249 | $482K |
| United Community Bank | 0.19% | Add +77.8% | 5,233 | $479K |
| OneAscent Wealth Management LLC | 0.18% | New | 5,221 | $479K |
| Magnolia Capital Advisors LLC | 0.40% | New | 5,211 | $478K |
| Transcend Capital Advisors, LLC | 0.04% | Add +3.2% | 5,129 | $471K |
| Able Wealth Management LLC | 0.41% | Reduce -7.0% | 5,078 | $466K |
| Eagle Asset Management Inc. | 0.00% | New | 5,086 | $465K |
| Webster Bank, N. A. | 0.05% | No change | 5,054 | $464K |
| Karpus Management, Inc. | 0.01% | Add +2.6% | 5,000 | $459K |
| Lwmg, LLC | 0.11% | Add +0.8% | 4,989 | $458K |
| Rothschild Investment LLC | 0.03% | Add +4.0% | 4,939 | $453K |
| Copperwynd Financial, LLC | 0.16% | New | 4,930 | $453K |
| Wealthcare Capital Management LLC | 0.05% | Reduce -50.7% | 4,875 | $447K |
| StoneX Group Inc. | 0.04% | Add +80.7% | 4,837 | $444K |
| Earned Wealth Advisors, LLC | 0.17% | Add +4.3% | 4,796 | $440K |
| Clarus Group, Inc. | 0.30% | Reduce -2.9% | 4,736 | $435K |
| SevenBridge Financial Group, LLC | 0.10% | New | 4,741 | $434K |
| Cornerstone Advisors Asset Management, LLC | 0.15% | No change | 4,706 | $432K |
| Nwam LLC | 0.03% | Add +14.1% | 4,660 | $426K |
| Maripau Wealth Management LLC | 0.31% | Add +2.5% | 4,558 | $418K |
| Salvus Wealth Management, LLC | 0.29% | No change | 4,551 | $418K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,550 | $418K |
| Wintrust Investments LLC | 0.04% | No change | 4,498 | $413K |
| Thrive Wealth Management, LLC | 0.08% | Add +26.4% | 4,474 | $411K |
| Confluence Wealth Services, Inc. | 0.04% | New | 4,469 | $410K |
| Second Line Capital, LLC | 0.13% | Reduce -12.7% | 4,466 | $410K |
| Waverly Advisors, LLC | 0.01% | Add +4.7% | 4,442 | $408K |
| Capital Analysts, LLC | 0.02% | Add +41.6% | 4,435 | $407K |
| Eastern Bank | 0.02% | Add +44.0% | 4,427 | $406K |
| Arax Advisory Partners | 0.04% | Reduce -15.8% | 4,404 | $404K |
| Stonebrook Private Inc. | 0.12% | Reduce -28.1% | 4,402 | $404K |
| Obermeyer Wealth Partners | 0.02% | New | 4,400 | $404K |
| Highline Wealth Partners LLC | 0.16% | Reduce -20.8% | 4,399 | $404K |
| BayBridge Capital Group, LLC | 0.35% | No change | 4,400 | $403K |
| Janney Capital Management LLC | 0.03% | No change | 4,381 | $402K |
| Madison Asset Management, LLC | 0.00% | No change | 4,371 | $401K |
| Dividend Assets Capital, LLC | 0.08% | Reduce -2.9% | 4,365 | $401K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -53.9% | 4,344 | $399K |
| Ramiah Investment Group | 0.37% | New | 4,274 | $392K |
| Fiduciary Trust Co | 0.01% | Add +55.7% | 4,262 | $391K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -13.3% | 4,254 | $391K |
| Wooster Corthell Wealth Management, Inc. | 0.09% | Add +48.8% | 4,247 | $390K |
| Financial Architects, LLC | 0.27% | Add +1.2% | 4,245 | $390K |
| Canvas Wealth Advisors, LLC | 0.13% | New | 4,222 | $387K |
| Worth Financial Advisory Group, LLC | 0.27% | Add +67.5% | 4,197 | $385K |
| Oxinas Partners, LLC | 0.25% | Reduce -89.3% | 4,176 | $383K |
| Cedar Brook Financial Partners, LLC | 0.08% | Add +40.5% | 4,152 | $381K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -58.9% | 4,152 | $381K |
| Institutional & Family Asset Management, LLC | 0.06% | Reduce -54.0% | 4,126 | $379K |
| Portside Wealth Group, LLC | 0.07% | Add +9.0% | 4,099 | $376K |
| SFG Wealth Management, LLC. | 0.22% | Add +0.8% | 4,075 | $374K |
| Dogwood Wealth Management LLC | 0.25% | Add +10.3% | 4,073 | $374K |
| SteelPeak Wealth, LLC | 0.02% | New | 4,069 | $374K |
| Diversified Portfolios, Inc. | 0.05% | Add +4.2% | 4,053 | $372K |
| Providence Capital Advisors, LLC | 0.08% | No change | 4,017 | $369K |
| AXS Investments LLC | 0.09% | Reduce -73.3% | 4,000 | $367K |
| SkyView Investment Advisors, LLC | 0.07% | Reduce -60.0% | 4,000 | $367K |
| Acorn Financial Advisory Services Inc. | 0.07% | Add +9.7% | 3,948 | $362K |
| TriaGen Wealth Management LLC | 0.15% | Reduce -2.3% | 3,923 | $360K |
| Veltria Advisors Corp. | 0.09% | New | 3,921 | $360K |
| Larson Financial Group LLC | 0.03% | Reduce -17.0% | 3,919 | $360K |
| Arkadios Wealth Advisors | 0.03% | Reduce -12.6% | 3,913 | $359K |
| Blue Square Asset Management, LLC | 0.24% | Reduce -27.5% | 3,882 | $356K |
| Wbi Investments, LLC | 0.07% | Reduce -98.5% | 3,860 | $354K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -9.4% | 3,849 | $353K |
| Councilor Wealth, LLC | 0.18% | Reduce -28.1% | 3,823 | $351K |
| Argent Trust Co | 0.02% | Reduce -13.4% | 3,805 | $349K |
| Westmount Partners, LLC | 0.12% | New | 3,759 | $345K |
| Brown Wealth Management, LLC | 0.14% | Reduce -57.0% | 3,756 | $345K |
| Alliance Wealth Advisors, LLC | 0.10% | Add +31.6% | 3,726 | $342K |
| Rinkey Investments | 0.12% | New | 3,722 | $342K |
| ML & R Wealth Management LLC | 0.08% | Reduce -22.8% | 3,708 | $340K |
| EdgeRock Capital LLC | 0.27% | No change | 3,701 | $340K |
| Empowered Funds, LLC | 0.01% | Reduce -94.5% | 3,710 | $339K |
| Fisher Asset Management | 0.00% | Add +28.4% | 3,654 | $335K |
| Crew Capital Management, Ltd | 0.27% | Reduce -46.4% | 3,653 | $335K |
| Argyle Capital Management, LLC | 0.13% | New | 3,595 | $330K |
| Destination Wealth Management | 0.01% | No change | 3,570 | $328K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 3,546 | $326K |
| BlueChip Wealth Advisors LLC | 0.20% | No change | 3,433 | $315K |
| Phillips Wealth Planners LLC | 0.36% | Add +8.4% | 3,387 | $310K |
| Fifth Third Bancorp | 0.00% | Add +1.3% | 3,355 | $308K |
| WealthPLAN Partners, LLC | 0.03% | New | 3,296 | $303K |
| Kinloch Capital, LLC | 0.15% | New | 3,274 | $301K |
| All Terrain Financial Advisors, LLC | 0.13% | Add +0.0% | 3,242 | $298K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -33.4% | 3,230 | $297K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -23.6% | 3,226 | $296K |
| Prairie Wealth Advisors, Inc. | 0.14% | — | 3,217 | $295K |
| Valmark Advisers, Inc. | 0.01% | Reduce -89.4% | 3,209 | $295K |
| Main Street Financial Solutions, LLC | 0.03% | Add +45.8% | 3,192 | $293K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,193 | $293K |
| Fiduciary Alliance LLC | 0.05% | Reduce -37.5% | 3,183 | $291K |
| Cornerstone Enterprises, LLC | 0.21% | New | 3,155 | $288K |
| Everhart Financial Group, Inc. | 0.08% | Reduce -20.0% | 3,125 | $287K |
| Argus Investors' Counsel, Inc. | 0.18% | New | 3,120 | $286K |
| FSA Advisors, Inc. | 0.31% | Add +32.4% | 3,106 | $285K |
| American Investment Services, Inc. | 0.05% | New | 3,098 | $284K |
| Regal Investment Advisors LLC | 0.02% | Reduce -41.5% | 3,054 | $280K |
| AlphaMark Advisors, LLC | 0.10% | Reduce -24.7% | 3,050 | $280K |
| Loudon Investment Management, LLC | 0.16% | Add +9.0% | 3,037 | $279K |
| Blue Trust, Inc. | 0.00% | Reduce -29.9% | 2,963 | $272K |
| Apeiron RIA LLC | 0.08% | Reduce -6.2% | 2,960 | $272K |
| L. Roy Papp & Associates, LLP | 0.03% | Reduce -18.6% | 2,960 | $272K |
| Talisman Wealth Advisors LLC | 0.34% | Reduce -8.8% | 2,931 | $269K |
| Modera Wealth Management, LLC | 0.00% | New | 2,923 | $268K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -13.4% | 2,908 | $267K |
| Fonville Wealth Management LLC | 0.11% | New | 2,802 | $257K |
| Onyx Bridge Wealth Group LLC | 0.05% | Reduce -11.0% | 2,800 | $257K |
| Atticus Wealth Management, LLC | 0.08% | Add +5.5% | 2,791 | $256K |
| Cim, LLC | 0.04% | No change | 2,782 | $255K |
| One Day In July LLC | 0.03% | New | 2,780 | $255K |
| Continuum Wealth Advisors, LLC | 0.14% | Reduce -98.0% | 2,770 | $254K |
| Prosperity Financial Group, Inc. | 0.16% | New | 2,738 | $251K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.3% | 2,735 | $251K |
| Leavell Investment Management, Inc. | 0.01% | Add +0.7% | 2,731 | $251K |
| Sterling Financial Planning, Inc. | 0.10% | No change | 2,732 | $251K |
| Roman Butler Fullerton & Co. | 0.09% | New | 2,727 | $250K |
| Alhambra Investment Management LLC | 0.14% | Add +3.4% | 2,716 | $249K |
| Greenwood Capital Associates LLC | 0.03% | No change | 2,711 | $249K |
| Adams Wealth Management | 0.06% | Add +1.2% | 2,660 | $244K |
| Secure Asset Management, LLC | 0.06% | Reduce -12.1% | 2,600 | $239K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +3.3% | 2,511 | $231K |
| Unique Wealth, LLC | 0.06% | No change | 2,477 | $227K |
| Friedenthal Financial | 0.14% | Reduce -66.8% | 2,409 | $221K |
| Parker Financial LLC | 0.12% | Reduce -9.8% | 2,387 | $219K |
| Berkeley Capital Partners, LLC | 0.07% | New | 2,385 | $219K |
| Life Planning Partners, Inc | 0.22% | No change | 2,384 | $219K |
| Total Clarity Wealth Management, Inc. | 0.08% | Reduce -2.5% | 2,366 | $217K |
| Mitchell Sinkler & Starr | 0.05% | New | 2,329 | $214K |
| Choreo, LLC | 0.01% | Add +5.9% | 2,329 | $214K |
| MJP Associates Inc. | 0.05% | Reduce -75.1% | 2,325 | $213K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -99.5% | 2,312 | $212K |
| B&D White Capital Company, LLC | 0.05% | No change | 2,288 | $210K |
| Oldfather Financial Services, LLC | 0.09% | Add +1.3% | 2,283 | $210K |
| Meridian Management Co. | 0.06% | New | 2,280 | $209K |
| Rockport Wealth LLC | 0.14% | — | 2,286 | $209K |
| Proficio Capital Partners LLC | 0.02% | Reduce -94.4% | 2,265 | $208K |
| Latitude Advisors, LLC | 0.13% | Reduce -29.0% | 2,261 | $208K |
| Hart & Patterson Financial Group LLC | 0.10% | Reduce -85.3% | 2,245 | $206K |
| Cumberland Partners Ltd | 0.01% | Reduce -14.8% | 2,245 | $206K |
| Cary Street Partners Asset Management LLC | 0.03% | New | 2,226 | $204K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,223 | $203K |
| Fiducient Advisors LLC | 0.04% | Reduce -99.7% | 2,206 | $203K |
| Lake Street Private Wealth, LLC | 0.03% | New | 2,202 | $202K |
| Single Point Partners, LLC | 0.05% | No change | 2,205 | $202K |
| Fayez Sarofim & Co | 0.00% | No change | 2,200 | $202K |
| Invst, LLC | 0.02% | Reduce -22.1% | 2,208 | $202K |
| Schorn Wealth LLC | 0.08% | New | 2,190 | $201K |
| Q3 Asset Management | 0.06% | Reduce -6.8% | 2,199 | $201K |
| Cottage Street Advisors LLC | 0.12% | New | 2,185 | $201K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +2.5% | 2,153 | $198K |
| ICA Group Wealth Management, LLC | 0.04% | Reduce -19.2% | 2,102 | $193K |
| Cape Investment Advisory, Inc. | 0.09% | Reduce -87.2% | 2,010 | $185K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -51.2% | 2,000 | $184K |
| FMR LLC | 0.00% | Add +30.2% | 1,944 | $178K |
| Howe & Rusling Inc. | 0.02% | Add +4454.8% | 1,913 | $176K |
| Signaturefd, LLC | 0.00% | Add +887.2% | 1,856 | $170K |
| NFSG Corp | 0.07% | Reduce -89.4% | 1,838 | $169K |
| Godsey & Gibb, Inc. | 0.02% | New | 1,835 | $168K |
| SYSTM Wealth Solutions LLC | 0.02% | Add +164.6% | 1,741 | $160K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -43.0% | 1,705 | $157K |
| Angeles Wealth Management, LLC | 0.02% | No change | 1,700 | $156K |
| Thomas J. Herzfeld Advisors, Inc. | 0.04% | Reduce -64.4% | 1,369 | $126K |
| Consultiva Wealth Management, Corp. | 1.15% | — | 1,342 | $123K |
| Marquette Asset Management, LLC | 0.02% | New | 1,322 | $121K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.4% | 1,190 | $109K |
| Clean Yield Group | 0.04% | No change | 1,183 | $109K |
| Global Assets Advisory, LLC | 0.07% | New | 1,187 | $109K |
| MGB Wealth Management, LLC | 0.04% | Reduce -4.2% | 1,150 | $106K |
| Key Financial Inc | 0.02% | No change | 1,010 | $93K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 894 | $82K |
| Crewe Advisors LLC | 0.01% | Reduce -10.7% | 889 | $82K |
| Simplex Trading, LLC | 0.00% | Reduce -26.5% | 832 | $76K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.8% | 765 | $70K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -62.9% | 758 | $70K |
| GHP Investment Advisors, Inc. | 0.00% | Add +42.7% | 729 | $67K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +0.8% | 666 | $61K |
| Ancora Advisors LLC | 0.00% | New | 662 | $61K |
| Main Street Group, LTD | 0.03% | No change | 650 | $59K |
| Mather Group, Llc. | 0.00% | New | 638 | $58K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 557 | $51K |
| Winthrop Capital Management, LLC | 0.02% | Add +5.5% | 559 | $51K |
| Sound Income Strategies, LLC | 0.00% | Reduce -45.1% | 510 | $47K |
| Clearstead Advisors, LLC | 0.00% | No change | 504 | $46K |
| Longfellow Investment Management Co. LLC | 0.01% | No change | 492 | $45K |
| Kozak & Associates, Inc. | 0.01% | Add +0.0% | 490 | $45K |
| REAP Financial Group, LLC | 0.01% | Add +7.2% | 474 | $44K |
| Anfield Capital Management, LLC | 0.02% | New | 464 | $43K |
| Bogart Wealth, LLC | 0.00% | New | 460 | $42K |
| American Capital Advisory, LLC | 0.03% | New | 401 | $37K |
| Atwood & Palmer Inc. | 0.00% | No change | 400 | $37K |
| Lanark Financial, Inc. | 0.00% | Reduce -33.9% | 396 | $36K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 380 | $35K |
| WFA Asset Management Corp | 0.02% | Add +0.8% | 377 | $35K |
| Clear Point Advisors Inc. | 0.03% | Add +0.8% | 374 | $34K |
| Retirement Group, LLC | 0.01% | Reduce -3.6% | 374 | $34K |
| Nemes Rush Group LLC | 0.00% | New | 367 | $34K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 343 | $31K |
| Balentine LLC | 0.00% | Reduce -55.3% | 335 | $31K |
| Janiczek Wealth Management, LLC | 0.01% | Add +89.8% | 315 | $29K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -88.4% | 279 | $26K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $24K |
| Naples Money Management LLC | 0.02% | New | 257 | $24K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 252 | $23K |
| GoalVest Advisory LLC | 0.01% | New | 245 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -27.0% | 235 | $22K |
| Versant Capital Management, Inc | 0.01% | No change | 230 | $21K |
| Colonial Trust Co / SC | 0.00% | Reduce -82.2% | 229 | $21K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -31.9% | 192 | $18K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -16.0% | 168 | $15K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 168 | $15K |
| Annapolis Financial Services, LLC | 0.01% | Reduce -26.1% | 164 | $15K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -67.1% | 158 | $15K |
| Avion Wealth | 0.00% | No change | 152 | $14K |
| Main Management ETF Advisors, LLC | 0.00% | Reduce -99.8% | 150 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 150 | $14K |
| Dagco, Inc. | 0.01% | New | 145 | $13K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.01% | No change | 118 | $11K |
| LRI Investments, LLC | 0.00% | — | 107 | $10K |
| Wellington Shields & Co., LLC | 0.00% | No change | 99 | $9K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 91 | $8K |
| Evergreen Private Wealth LLC | 0.00% | Add +97.7% | 85 | $8K |
| TCTC Holdings, LLC | 0.00% | No change | 80 | $7K |
| Toronto Dominion Bank | 0.00% | Reduce -78.7% | 65 | $6K |
| Spotlight Asset Group, Inc. | 0.00% | New | 64 | $6K |
| Macroview Investment Management LLC | 0.01% | Add +1.6% | 64 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +650.0% | 60 | $6K |
| Scarborough Advisors, LLC | 0.00% | No change | 58 | $5K |
| Country Trust Bank | 0.00% | New | 55 | $5K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -37.2% | 54 | $5K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 41 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -25.9% | 40 | $4K |
| Chilton Capital Management LLC | 0.00% | No change | 39 | $4K |
| Nordwand Advisors, LLC | 0.00% | No change | 39 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 38 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 35 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 33 | $3K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 26 | $2K |
| Bfsg, LLC | 0.00% | No change | 24 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 24 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 21 | $2K |
| Bokf, NA | 0.00% | New | 19 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $1K |
| First Pacific Financial | 0.00% | Reduce -56.3% | 14 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -55.2% | 13 | $1K |
| City State Bank | 0.00% | No change | 13 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 14 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Bessemer Group Inc. | 0.00% | Reduce -96.7% | 14 | $1K |
| Franklin Resources Inc. | 0.00% | Reduce -40.0% | 3 | $275 |
| Tortoise Investment Management, LLC | 0.00% | New | 3 | $275 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 3 | $274 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $99 |
"% of holder's portfolio" is BIL's weight in each manager's 13F, not the share of SS SPDR BB 1-3M T-Bill ETF the manager owns.