SS SPDR BB 1-3M T-Bill ETFBILETF
13F holders, Q2 2024 (June 30)1,030holders +65
129new positions
75sold out
5famous investors
$84.95avg. 13F price*
At the end of Q2 2024, 1,030 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 65 from Q1 2024. 129 opened new positions and 75 sold out. The largest holders were Morgan Stanley ($1.6B), Bank of America Corp. ($1.5B) and LPL Financial LLC ($914.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR BB 1-3M T-Bill ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78468R663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $301.5M |
| Exits | 75 | $236.7M |
All 13F filers, Q1 2024 → Q2 2024: 40,487,273 shares bought and 23,823,467 shares sold, net +16,663,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,030 holders
| Morgan Stanley | 0.12% | Add +19.3% | 17,108,759 | $1.6B |
| Bank of America Corp. | 0.14% | Add +2.3% | 16,301,132 | $1.5B |
| LPL Financial LLC | 0.46% | Add +6.3% | 9,965,407 | $914.6M |
| Envestnet Asset Management Inc. | 0.24% | Add +8.8% | 7,547,084 | $692.7M |
| UBS Group AG | 0.19% | Reduce -15.9% | 6,876,830 | $631.2M |
| Capital Wealth Planning, LLC | 5.66% | Add +19.4% | 5,882,454 | $539.9M |
| Wells Fargo & Company | 0.14% | Add +0.7% | 5,772,497 | $529.8M |
| Truist Financial Corp. | 0.73% | Reduce -14.2% | 5,215,772 | $478.7M |
| Royal Bank of Canada | 0.11% | Add +4.1% | 5,114,637 | $469.4M |
| Stifel Financial Corp. | 0.46% | Add +1.1% | 4,471,729 | $410.4M |
| Captrust Financial Advisors | 1.11% | Reduce -45.6% | 3,757,455 | $344.9M |
| Cetera Investment Advisers | 0.67% | Reduce -4.7% | 3,150,778 | $289.2M |
| Capital International Investors | 0.06% | Reduce -11.3% | 3,026,590 | $277.7M |
| Osaic Holdings, Inc. | 0.61% | Reduce -0.4% | 2,825,877 | $259.4M |
| Beacon Capital Management, Inc. | 8.80% | Add +0.2% | 2,226,873 | $204.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2.06% | Add +30.5% | 2,139,517 | $196.5M |
| Ameriprise Financial Inc. | 0.05% | Reduce -25.6% | 1,975,474 | $181.3M |
| Oppenheimer Asset Management Inc. | 2.30% | Add +10.1% | 1,959,988 | $179.9M |
| Cwm, LLC | 0.80% | Reduce -2.6% | 1,840,039 | $168.9M |
| Sei Investments Co. | 0.22% | Reduce -0.8% | 1,718,958 | $157.8M |
| Partners Capital Investment Group, LLP | 2.57% | Add +37.3% | 1,660,913 | $152.4M |
| Foundations Investment Advisors, LLC | 3.37% | Add +9.6% | 1,514,445 | $139.0M |
| Howard Capital Management, LLC | 13.53% | Add +1.4% | 1,498,389 | $137.5M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Add +6.3% | 1,479,191 | $135.8M |
| Creative Planning | 0.12% | Add +8.2% | 1,181,881 | $108.5M |
| Cambridge Investment Research Advisors, Inc. | 0.40% | Add +10.6% | 1,174,480 | $107.8M |
| Dakota Wealth Management | 2.40% | Add +33.0% | 1,105,864 | $101.5M |
| Raymond James & Associates | 0.06% | Add +2.0% | 1,069,510 | $98.2M |
| Impact Partnership Wealth, LLC | 25.69% | Add +130.5% | 1,065,542 | $97.8M |
| Carrera Capital Advisors | 29.04% | — | 968,263 | $88.9M |
| Sandhill Capital Partners LLC | 6.31% | Reduce -52.0% | 895,996 | $82.2M |
| Renaissance Technologies | 0.13% | No change | 849,100 | $77.9M |
| BlackRock Inc. | 0.00% | Add +2349.9% | 840,914 | $77.2M |
| Eagle Capital Management LLC | 0.28% | Reduce -68.5% | 831,507 | $76.3M |
| MBL Wealth, LLC | 8.39% | Reduce -22.7% | 816,564 | $74.9M |
| Advisory Services Network, LLC | 1.51% | Add +7.2% | 796,225 | $73.1M |
| Private Advisor Group, LLC | 0.49% | Add +14.1% | 794,532 | $72.9M |
| JPMorgan Chase & Co. | 0.01% | Add +78.8% | 751,084 | $68.9M |
| Cypress Capital, LLC | 18.76% | Reduce -16.0% | 749,078 | $68.8M |
| Abich Financial Wealth Management LLC | 44.56% | Add +153.7% | 713,950 | $65.5M |
| Bank of Nova Scotia | 0.13% | Add +425.4% | 700,676 | $64.2M |
| Mariner, LLC | 0.12% | Add +9.6% | 698,939 | $64.1M |
| Axxcess Wealth Management, LLC | 1.75% | Add +11.6% | 697,430 | $64.0M |
| Bell Bank | 5.26% | Reduce -6.4% | 682,131 | $62.6M |
| Commonwealth Equity Services, LLC | 0.10% | Add +24.0% | 658,749 | $60.5M |
| Synergy Asset Management, LLC | 9.25% | Add +41.0% | 642,407 | $59.0M |
| Delta Investment Management, LLC | 12.95% | Add +180.6% | 639,381 | $58.7M |
| 3EDGE Asset Management, LP | 4.49% | Add +688.4% | 623,966 | $57.3M |
| Capital Asset Advisory Services LLC | 3.09% | Add +11.7% | 623,455 | $57.1M |
| Twelve Points Wealth Management LLC | 20.03% | Reduce -9.1% | 620,487 | $56.9M |
| Capital Investment Advisory Services, LLC | 5.75% | Reduce -19.9% | 607,477 | $55.8M |
| Hibernia Wealth Partners, LLC | 19.09% | Add +104.6% | 597,374 | $54.8M |
| One Capital Management, LLC | 1.86% | Add +16.4% | 595,463 | $54.7M |
| Scharf Investments, LLC | 1.52% | Add +69.4% | 582,268 | $53.4M |
| 12th Street Asset Management Company, LLC | 9.64% | Add +68.0% | 575,380 | $52.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -62.4% | 568,447 | $52.2M |
| Sollinda Capital Management LLC | 15.69% | Reduce -43.9% | 561,212 | $51.5M |
| HSBC Holdings PLC | 0.03% | Add +12.8% | 545,860 | $50.1M |
| Assetmark, Inc. | 0.15% | Add +10.9% | 543,480 | $49.9M |
| Orion Porfolio Solutions, LLC | 0.51% | Add +34.0% | 526,400 | $48.3M |
| Orion Portfolio Solutions, LLC | 0.51% | Add +34.0% | 526,400 | $48.3M |
| Global Retirement Partners, LLC | 1.44% | Add +10.5% | 499,571 | $45.9M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Add +4.1% | 496,610 | $45.6M |
| FMR LLC | 0.00% | Add +25431.6% | 496,335 | $45.6M |
| HighTower Advisors, LLC | 0.07% | Add +24.5% | 482,566 | $44.3M |
| Acorns Advisers, LLC | 0.47% | Add +2.7% | 482,060 | $44.2M |
| Atria Wealth Solutions, Inc. | 0.49% | Reduce -15.5% | 480,706 | $44.1M |
| Baird Financial Group, Inc. | 0.09% | Add +1.9% | 477,796 | $43.9M |
| Composition Wealth, LLC | 1.05% | Add +85.8% | 469,651 | $43.1M |
| Lake Street Advisors Group, LLC | 2.02% | Reduce -16.1% | 457,245 | $42.0M |
| EP Wealth Advisors, LLC | 0.44% | Reduce -6.0% | 446,544 | $41.0M |
| Centaurus Financial, Inc. | 2.69% | Reduce -17.1% | 440,791 | $40.5M |
| Jordan Park Group LLC | 3.04% | Reduce -2.4% | 433,461 | $39.8M |
| Tectonic Advisors LLC | 2.82% | Add +10.9% | 424,972 | $39.0M |
| Bank of Montreal | 0.01% | Add +187.4% | 413,747 | $38.0M |
| Northstar Group, Inc. | 7.49% | Add +19.4% | 413,509 | $38.0M |
| Thrivent Financial for Lutherans | 0.08% | Add +8.7% | 410,581 | $37.7M |
| Convergence Financial, LLC | 9.46% | Add +22.7% | 390,023 | $35.8M |
| Apriem Advisors | 4.30% | Add +0.8% | 382,419 | $35.1M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -0.0% | 710,240 | $35.0M |
| Freedom Investment Management, Inc. | 2.78% | Reduce -29.6% | 370,135 | $34.0M |
| Rockefeller Capital Management L.P. | 0.10% | Add +111.0% | 367,674 | $33.7M |
| Weaver Capital Management LLC | 10.82% | Add +13.9% | 365,006 | $33.5M |
| Brookstone Capital Management | 0.55% | Reduce -28.0% | 364,555 | $33.4M |
| MML Investors Services, LLC | 0.13% | Add +14.6% | 363,440 | $33.4M |
| Alethea Capital Management, LLC | 25.07% | Add +49.7% | 360,028 | $33.0M |
| Millennium Management | 0.03% | Reduce -67.5% | 359,833 | $33.0M |
| Natixis Advisors, LLC | 0.07% | New | 352,356 | $32.3M |
| First Eagle Investment Management, LLC | 0.07% | Add +17.5% | 345,506 | $31.7M |
| Fortis Group Advisors, LLC | 6.23% | Reduce -14.7% | 342,037 | $31.4M |
| Trek Financial, LLC | 2.45% | Reduce -0.1% | 335,920 | $30.8M |
| Pacific Capital Wealth Advisors, Inc. | 5.41% | Add +92.2% | 322,783 | $29.6M |
| Avantax Advisory Services, Inc. | 0.21% | Add +165.5% | 322,297 | $29.6M |
| Bridgewealth Advisory Group, LLC | 13.09% | Reduce -6.7% | 321,826 | $29.5M |
| Federation des caisses Desjardins du Quebec | 0.15% | Reduce -2.8% | 314,732 | $28.9M |
| Citigroup Inc. | 0.03% | Reduce -6.2% | 313,849 | $28.8M |
| Parkwood LLC | 3.58% | Reduce -3.2% | 313,500 | $28.8M |
| Hanover Advisors Inc. | 12.72% | Reduce -0.6% | 311,868 | $28.6M |
| Milestone Asset Management, LLC | 7.14% | Add +436.6% | 310,757 | $28.5M |
| Hershey Financial Advisers, LLC | 25.58% | — | 310,547 | $28.5M |
| Capital World Investors | 0.00% | Add +42.9% | 309,768 | $28.4M |
| Choate Investment Advisors | 0.71% | Add +242.4% | 295,221 | $27.1M |
| Auour Investments LLC | 9.93% | Reduce -6.8% | 290,462 | $26.7M |
| RFG Advisory, LLC | 0.87% | Reduce -3.8% | 289,500 | $26.6M |
| Atria Investments, Inc | 0.34% | Add +0.9% | 286,687 | $26.3M |
| Zacks Investment Management | 0.30% | Add +15.1% | 285,985 | $26.2M |
| Fort Point Capital Partners LLC | 3.32% | Add +4.4% | 281,920 | $25.9M |
| Trilogy Capital Inc. | 1.40% | Add +3.2% | 280,915 | $25.8M |
| Sanctuary Advisors, LLC | 0.19% | — | 279,983 | $25.7M |
| Gitterman Wealth Management, LLC | 9.74% | Reduce -0.7% | 275,392 | $25.3M |
| EverSource Wealth Advisors, LLC | 1.66% | Reduce -18.6% | 272,815 | $25.0M |
| Eagle Rock Investment Company, LLC | 4.53% | Reduce -0.8% | 272,783 | $25.0M |
| Keating Investment Counselors Inc. | 8.04% | Add +411.9% | 272,743 | $25.0M |
| Second Half Financial Partners, LLC | 19.91% | Reduce -23.2% | 271,026 | $24.9M |
| Prudential Financial Inc. | 0.04% | Reduce -11.0% | 270,452 | $24.8M |
| Managed Asset Portfolios, LLC | 3.68% | Add +35.5% | 270,364 | $24.8M |
| Beacon Financial Group | 2.82% | Add +0.3% | 269,764 | $24.8M |
| Sprott Inc. | 1.83% | Reduce -12.5% | 268,848 | $24.7M |
| Steward Partners Investment Advisory, LLC | 0.26% | Add +56.2% | 264,401 | $24.3M |
| Westwood Holdings Group Inc. | 0.20% | Reduce -32.6% | 262,461 | $24.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.2% | 257,059 | $23.6M |
| Integrated Wealth Concepts LLC | 0.32% | Reduce -8.5% | 254,834 | $23.4M |
| Udine Wealth Management, Inc. | 16.19% | Reduce -0.3% | 253,167 | $23.2M |
| Brasada Capital Management, LP | 4.11% | Reduce -4.4% | 253,545 | $23.2M |
| National Bank of Canada | 0.04% | Add +64.1% | 254,044 | $23.2M |
| Banco Santander, S.A. | 0.29% | Reduce -60.8% | 252,281 | $23.2M |
| NorthCoast Asset Management LLC | 0.19% | Add +24.1% | 248,422 | $22.8M |
| BNP Paribas Financial Markets | 0.02% | Add +100.1% | 242,116 | $22.2M |
| USA Financial Formulas | 3.55% | Add +4.3% | 238,399 | $21.9M |
| Full Sail Capital, LLC | 1.46% | Reduce -2.4% | 237,150 | $21.8M |
| Berkshire Money Management, Inc. | 2.60% | Add +0.1% | 233,631 | $21.4M |
| Financial & Tax Architects, LLC | 5.69% | Add +661.6% | 231,130 | $21.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.30% | Add +2.4% | 226,802 | $20.8M |
| Cibc World Market Inc. | 0.05% | New | 224,919 | $20.6M |
| Running Point Capital Advisors, LLC | 8.52% | Add +91.3% | 224,503 | $20.6M |
| Jane Street Group, LLC | 0.02% | Reduce -79.0% | 222,085 | $20.4M |
| Gradient Investments LLC | 0.45% | Add +632.8% | 219,380 | $20.1M |
| Mutual Advisors, LLC | 0.61% | Reduce -10.8% | 218,318 | $20.0M |
| Focused Wealth Management, Inc | 2.90% | Add +54.2% | 214,396 | $19.7M |
| Financial Advocates Investment Management | 1.22% | Add +83.3% | 213,047 | $19.6M |
| Napa Wealth Management | 13.17% | Reduce -51.3% | 212,548 | $19.5M |
| First Wilshire Securities Management Inc. | 5.83% | Reduce -7.7% | 207,650 | $19.1M |
| 49 Wealth Management, LLC | 3.73% | Reduce -53.9% | 207,036 | $18.9M |
| BML Capital Management, LLC | 13.44% | No change | 200,000 | $18.4M |
| Jacobi Capital Management LLC | 1.59% | New | 199,636 | $18.3M |
| Bank of New York Mellon Corp | 0.00% | Add +8.8% | 197,962 | $18.2M |
| McGuire Investment Group, LLC | 2.60% | Add +46.3% | 197,381 | $18.1M |
| Oliver Lagore Vanvalin Investment Group | 5.20% | Reduce -3.0% | 197,380 | $18.1M |
| Equitable Holdings, Inc. | 0.19% | Reduce -18.1% | 197,077 | $18.1M |
| Financial Management Professionals, Inc. | 2.45% | Add +1414.5% | 194,283 | $17.8M |
| Silverleafe Capital Partners, LLC | 6.22% | New | 192,335 | $17.7M |
| Cornerstone Investment Partners, LLC | 0.86% | Add +8.2% | 189,311 | $17.4M |
| Simplicity Wealth,LLC | 0.39% | Add +1.8% | 188,985 | $17.3M |
| Strategic Wealth Partners, Ltd. | 1.79% | Reduce -2.6% | 186,728 | $17.1M |
| Clarkston Capital Partners, LLC | 0.33% | New | 186,225 | $17.1M |
| Deane Retirement Strategies, Inc. | 8.75% | Add +0.1% | 186,079 | $17.1M |
| Ashton Thomas Private Wealth, LLC | 0.94% | Add +10.0% | 185,783 | $17.1M |
| Beacon Pointe Advisors, LLC | 0.20% | Add +35.2% | 182,630 | $16.8M |
| Strategic Advisors LLC | 3.24% | Add +1.2% | 181,903 | $16.7M |
| McNamara Financial Services, Inc. | 3.48% | Reduce -21.0% | 179,475 | $16.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +123.3% | 178,711 | $16.4M |
| Richard Bernstein Advisors LLC | 0.36% | Reduce -3.4% | 176,863 | $16.2M |
| Townsquare Capital LLC | 0.22% | Add +170.8% | 174,960 | $16.1M |
| Bleakley Financial Group, LLC | 0.46% | Reduce -3.5% | 174,073 | $16.0M |
| St. James Investment Company, LLC | 2.79% | Reduce -5.0% | 173,579 | $15.9M |
| IFG Advisory, LLC | 1.02% | Add +4.0% | 173,200 | $15.9M |
| NDWM LLC | 14.04% | Reduce -0.9% | 172,653 | $15.8M |
| Coppell Advisory Solutions LLC | 2.58% | — | 170,339 | $15.6M |
| Private Wealth Group, LLC | 8.16% | Add +3.1% | 169,367 | $15.5M |
| Constant Guidance Financial LLC | 16.10% | Add +107.7% | 169,182 | $15.5M |
| Sanctuary Wealth Management, L.L.C. | 11.67% | New | 167,997 | $15.4M |
| IMA Advisory Services, Inc. | 6.78% | Reduce -4.1% | 167,243 | $15.3M |
| NorthRock Partners, LLC | 0.58% | Add +1527.9% | 167,067 | $15.3M |
| Modern Wealth Management, LLC | 1.13% | Add +475.1% | 166,797 | $15.3M |
| Altfest L J & Co. Inc. | 2.08% | Add +6.0% | 166,145 | $15.2M |
| Winch Advisory Services, LLC | 4.35% | Add +0.8% | 165,659 | $15.2M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -6.8% | 164,105 | $15.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 164,035 | $15.1M |
| Stratos Wealth Advisors, LLC | 0.75% | Add +1210.0% | 163,987 | $15.1M |
| Belpointe Asset Management LLC | 1.04% | Add +28.2% | 163,030 | $15.0M |
| VanWeelden Wealth Management, LLC | 12.79% | — | 162,668 | $14.9M |
| Strategic Investment Advisors / MI | 1.79% | Add +1.4% | 159,579 | $14.6M |
| Wealthfront Advisers LLC | 0.05% | Add +0.8% | 159,448 | $14.6M |
| Saiph Capital, LLC | 6.46% | Reduce -0.8% | 157,638 | $14.5M |
| Ieq Capital, LLC | 0.19% | Add +37.2% | 155,913 | $14.3M |
| B. Riley Wealth Advisors, Inc. | 0.36% | Reduce -22.7% | 153,990 | $14.1M |
| Clearstead Trust, LLC | 3.51% | Reduce -0.9% | 153,846 | $14.1M |
| Private Portfolio Partners LLC | 11.48% | Add +8.1% | 153,672 | $14.1M |
| Shufro Rose & Co. LLC | 1.15% | Add +14.0% | 153,296 | $14.1M |
| Ausdal Financial Partners, Inc. | 1.50% | Add +9.6% | 152,746 | $14.0M |
| Stableford Capital II LLC | 5.51% | Reduce -19.7% | 152,938 | $14.0M |
| Allworth Financial LP | 0.09% | Reduce -0.9% | 151,942 | $13.9M |
| NewEdge Advisors, LLC | 0.10% | Add +42.6% | 150,952 | $13.9M |
| Integrated Advisors Network LLC | 0.70% | Add +36.6% | 147,401 | $13.5M |
| GenTrust, LLC | 0.73% | Add +204.8% | 147,064 | $13.5M |
| St. Louis Financial Planners Asset Management, LLC | 11.56% | Reduce -44.9% | 147,066 | $13.4M |
| Park Edge Advisors, LLC | 4.04% | Add +2.4% | 143,879 | $13.2M |
| Titan Managers, LLC | 20.62% | Reduce -8.2% | 143,087 | $13.1M |
| Hilton Capital Management, LLC | 1.10% | Add +22.3% | 142,288 | $13.1M |
| Rareview Capital LLC | 12.39% | Add +2.6% | 141,051 | $12.9M |
| Wealthcare Advisory Partners LLC | 0.40% | Add +8.5% | 139,512 | $12.8M |
| Comerica Bank | 0.05% | Add +8.6% | 138,303 | $12.7M |
| TKG Advisors, LLC | 6.87% | Reduce -22.1% | 137,992 | $12.7M |
| KilterHowling LLC | 8.51% | New | 136,203 | $12.5M |
| Clarity Financial LLC | 1.87% | Add +6.7% | 135,483 | $12.4M |
| GTS Securities LLC | 0.26% | Reduce -87.2% | 135,232 | $12.4M |
| Titleist Asset Management, LLC | 1.88% | Add +19.3% | 135,208 | $12.4M |
| Inscription Capital, LLC | 1.99% | Reduce -13.9% | 134,636 | $12.4M |
| Teamwork Financial Advisors, LLC | 1.82% | Add +32.7% | 133,921 | $12.3M |
| Falcon Wealth Planning | 1.59% | New | 133,711 | $12.3M |
| Austin Wealth Management, LLC | 2.84% | Add +2.0% | 132,135 | $12.1M |
| Client First Capital LLC | 7.25% | Add +62.3% | 131,255 | $12.0M |
| Concord Wealth Partners | 2.09% | Add +6.3% | 129,292 | $11.9M |
| FSC Wealth Advisors, LLC | 8.71% | Reduce -1.8% | 128,537 | $11.8M |
| Great Valley Advisor Group, Inc. | 0.33% | Add +11.9% | 128,264 | $11.8M |
| Humankind Investments LLC | 3.12% | No change | 128,000 | $11.7M |
| Financial Enhancement Group LLC | 1.86% | New | 126,476 | $11.6M |
| G&S Capital LLC | 5.01% | Reduce -25.6% | 125,869 | $11.5M |
| Marshfield Associates | 0.25% | Add +53.2% | 124,980 | $11.5M |
| Virtue Capital Management, LLC | 1.96% | Reduce -27.9% | 124,960 | $11.5M |
| Concord Asset Management, LLC | 2.84% | Add +7.1% | 124,787 | $11.5M |
| Cresset Asset Management, LLC | 0.05% | Reduce -29.5% | 124,485 | $11.4M |
| Citadel Advisors | 0.01% | Reduce -48.6% | 122,703 | $11.3M |
| DBK Financial Counsel, LLC | 12.13% | Reduce -15.4% | 121,296 | $11.1M |
| Blueprint Investment Partners LLC | 2.40% | Reduce -16.2% | 120,996 | $11.1M |
| Norris Financial Group, LLC | 5.75% | Reduce -11.9% | 120,203 | $11.0M |
| Fortis Capital Advisors, LLC | 3.90% | Add +19.6% | 117,855 | $10.8M |
| Lakewood Asset Management LLC | 7.44% | Add +1.8% | 116,282 | $10.7M |
| Iams Wealth Management, LLC | 5.82% | Add +35.7% | 115,811 | $10.6M |
| Focus Partners Wealth | 0.04% | Add +203.0% | 114,898 | $10.5M |
| Treasure Coast Financial Planning | 6.92% | Add +4.0% | 114,265 | $10.5M |
| Founders Financial Securities LLC | 0.98% | Add +2.5% | 112,784 | $10.4M |
| Jefferies Financial Group Inc. | 0.22% | Add +2.6% | 112,244 | $10.3M |
| Roundview Capital LLC | 0.81% | Add +4.1% | 111,426 | $10.2M |
| Oppenheimer & Co. Inc. | 0.16% | Add +42.8% | 110,880 | $10.2M |
| GeoWealth Management, LLC | 0.43% | Reduce -73.6% | 108,875 | $10.0M |
| Kingsview Wealth Management, LLC | 0.23% | Reduce -0.6% | 107,949 | $9.9M |
| Clearstead Advisors, LLC | 0.17% | Add +21199.0% | 107,347 | $9.9M |
| Worth Asset Management, LLC | 5.84% | Add +26.1% | 107,155 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +26.3% | 105,875 | $9.7M |
| Schroder Investment Management Group | 0.01% | New | 105,249 | $9.7M |
| Verdence Capital Advisors LLC | 0.86% | Add +5.5% | 104,975 | $9.6M |
| CX Institutional | 0.44% | Add +5.0% | 103,267 | $9.5M |
| L.M. Kohn & Company | 2.56% | Add +4.1% | 102,999 | $9.5M |
| Certuity, LLC | 0.75% | Reduce -8.7% | 101,769 | $9.3M |
| Wealth Alliance Advisory Group, LLC | 2.10% | New | 101,363 | $9.3M |
| Sterling Investment Management, LLC | 7.04% | Reduce -7.8% | 100,936 | $9.3M |
| US Financial Advisors, LLC | 3.08% | Add +29.4% | 100,182 | $9.2M |
| Palogic Value Management, L.P. | 3.90% | New | 100,098 | $9.2M |
| Leading Edge Financial Planning LLC | 3.68% | Add +43.3% | 99,886 | $9.2M |
| First Financial Bankshares Inc | 0.21% | Add +3.8% | 99,751 | $9.2M |
| CoreCap Advisors, LLC | 0.95% | Add +23.1% | 99,205 | $9.1M |
| Heritage Oak Wealth Advisors LLC | 4.77% | — | 99,181 | $9.1M |
| Trivium Point Advisory, LLC | 1.35% | Add +1258.5% | 98,898 | $9.1M |
| Donald L. Hagan, LLC | 4.79% | Add +99.8% | 98,615 | $9.1M |
| Independent Financial Group, LLC | 0.36% | Add +19.6% | 98,375 | $9.0M |
| Paragon Capital Management Inc. | 6.79% | Add +1.6% | 97,037 | $8.9M |
| Clear Creek Financial Management, LLC | 1.08% | Reduce -5.8% | 97,037 | $8.9M |
| Morgan Dempsey Capital Management LLC | 2.96% | Reduce -6.2% | 96,654 | $8.9M |
| MN Wealth Advisors, LLC | 5.14% | Reduce -3.8% | 96,548 | $8.9M |
| RPS Advisory Solutions LLC | 8.14% | — | 96,129 | $8.8M |
| Arete Wealth Advisors, LLC | 0.72% | Add +1.4% | 95,401 | $8.8M |
| Exchange Traded Concepts, LLC | 0.22% | Reduce -44.8% | 95,386 | $8.8M |
| West Michigan Advisors, LLC | 2.78% | Add +1265.9% | 95,329 | $8.7M |
| Tucker Asset Management LLC | 1.93% | Add +310.9% | 95,145 | $8.7M |
| Lowery Thomas, LLC | 6.28% | Reduce -7.0% | 93,738 | $8.6M |
| Private Client Services, LLC | 5.40% | Add +148.4% | 93,668 | $8.6M |
| NorthCrest Asset Manangement, LLC | 0.28% | Reduce -5.2% | 92,170 | $8.5M |
| Vivid Wealth Management, LLC | 4.73% | Add +8.6% | 92,079 | $8.5M |
| Polen Capital Management LLC | 0.02% | Reduce -63.2% | 91,892 | $8.4M |
| CPR Investments Inc. | 6.96% | Reduce -22.8% | 91,639 | $8.4M |
| TMD Wealth Management, LLC | 1.84% | Add +4.2% | 91,441 | $8.4M |
| Private Management Group Inc. | 0.32% | Reduce -25.1% | 89,993 | $8.3M |
| Cerity Partners LLC | 0.02% | Reduce -2.5% | 89,678 | $8.2M |
| Tempus Wealth Planning, LLC | 3.42% | Add +2.2% | 89,250 | $8.2M |
| MRA Advisory Group | 4.64% | Add +18.0% | 88,457 | $8.1M |
| Salomon & Ludwin, LLC | 0.91% | Reduce -30.7% | 87,787 | $8.1M |
| Lifestyle Asset Management, Inc. | 4.66% | Reduce -3.1% | 88,293 | $8.1M |
| Smart Money Group LLC | 2.89% | Add +1.7% | 87,962 | $8.1M |
| AE Wealth Management LLC | 0.08% | Reduce -2.4% | 87,968 | $8.1M |
| Caitlin John, LLC | 5.88% | Reduce -20.1% | 87,819 | $8.1M |
| Richard W. Paul & Associates, LLC | 3.10% | Reduce -4.0% | 87,616 | $8.0M |
| Mgo One Seven LLC | 0.38% | Add +103.9% | 87,527 | $8.0M |
| Channel Wealth LLC | 2.88% | Add +53.3% | 86,725 | $8.0M |
| Sargent Investment Group, LLC | 1.58% | Add +11.4% | 84,514 | $7.8M |
| Capital Advisors, Ltd. LLC | 1.00% | Add +0.1% | 84,070 | $7.7M |
| Boomfish Wealth Group, LLC | 4.98% | Add +155.6% | 83,985 | $7.7M |
| Luken Investment Analytics, LLC | 3.84% | Reduce -2.6% | 83,277 | $7.6M |
| Tompkins Financial Corp. | 0.79% | Add +37.9% | 82,433 | $7.6M |
| PFG Investments, LLC | 0.54% | Add +22.3% | 82,404 | $7.6M |
| Good Life Advisors, LLC | 0.62% | Add +7.2% | 81,600 | $7.5M |
| Rosenberg Matthew Hamilton | 2.21% | Reduce -25.7% | 81,837 | $7.5M |
| CapWealth Advisors, LLC | 0.94% | Add +0.9% | 81,187 | $7.5M |
| Authentikos Wealth Advisory, LLC | 7.15% | Add +1248.7% | 120,335 | $7.4M |
| Elevation Capital Advisory, LLC | 3.37% | — | 80,354 | $7.4M |
| J.Safra Asset Management Corp | 0.74% | Reduce -0.3% | 80,016 | $7.3M |
| Guidance Capital, Inc. | 2.38% | Add +18.4% | 79,085 | $7.3M |
| Ranch Capital Advisors Inc. | 3.79% | Add +51.4% | 78,883 | $7.2M |
| Strategic Blueprint, LLC | 0.49% | Add +0.3% | 78,393 | $7.2M |
| Founders Financial Alliance, LLC | 2.13% | Add +62.1% | 78,314 | $7.2M |
| Greenfield Seitz Capital Management, LLC | 2.66% | Reduce -16.8% | 78,187 | $7.2M |
| Creekmur Asset Management LLC | 1.85% | Reduce -62.7% | 78,012 | $7.2M |
| Coombe, Bender & Co LLC | 4.17% | Reduce -3.4% | 77,063 | $7.1M |
| Ameritas Advisory Services, LLC | 0.27% | Reduce -7.9% | 76,578 | $7.0M |
| Vontobel Holding Ltd. | 0.02% | Reduce -7.5% | 76,555 | $7.0M |
| MCF Advisors LLC | 0.53% | Add +18.6% | 76,132 | $7.0M |
| Stelac Advisory Services LLC | 2.93% | New | 76,090 | $7.0M |
| Retireful, LLC | 3.28% | Add +25.9% | 75,994 | $7.0M |
| IHT Wealth Management, LLC | 0.26% | Reduce -14.8% | 75,564 | $6.9M |
| Geneos Wealth Management Inc. | 0.31% | Reduce -9.9% | 75,289 | $6.9M |
| Darwin Wealth Management, LLC | 3.42% | Reduce -2.3% | 75,097 | $6.9M |
| Spectrum Planning & Advisory Services Inc. | 6.64% | — | 75,005 | $6.9M |
| Corient Private Wealth LP | 0.01% | Add +14.3% | 74,911 | $6.9M |
| Kohmann Bosshard Financial Services, LLC | 0.91% | Add +37.6% | 73,736 | $6.8M |
| JT Stratford LLC | 1.26% | Reduce -10.1% | 73,721 | $6.8M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +71.8% | 73,344 | $6.7M |
| Sound Income Strategies, LLC | 0.46% | Add +14108.8% | 72,465 | $6.7M |
| Bison Wealth, LLC | 1.08% | No change | 72,213 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -84.7% | 71,679 | $6.6M |
| Goldstream Capital Management Ltd | 3.13% | No change | 71,700 | $6.6M |
| Long Run Wealth Advisors, LLC | 1.65% | Add +11.7% | 70,858 | $6.5M |
| Pasadena Private Wealth, LLC | 1.50% | New | 70,667 | $6.5M |
| DAVENPORT & Co LLC | 0.04% | Add +4.5% | 70,305 | $6.5M |
| &partners | 0.28% | Add +798.8% | 69,450 | $6.4M |
| GFI Investment Counsel Ltd. | 0.83% | Add +4.4% | 69,148 | $6.3M |
| First International Bank & Trust | 2.17% | Reduce -4.4% | 68,605 | $6.3M |
| Graves Light Lenhart Wealth, Inc. | 0.72% | Reduce -0.7% | 68,660 | $6.3M |
| WCG Wealth Advisors LLC | 0.46% | New | 68,247 | $6.3M |
| Rehmann Capital Advisory Group | 0.45% | Add +410.6% | 68,222 | $6.3M |
| West Financial Advisors, LLC | 1.29% | Add +2.8% | 67,900 | $6.2M |
| Archford Capital Strategies, LLC | 1.01% | Reduce -7.2% | 67,778 | $6.2M |
| IPG Investment Advisors LLC | 1.36% | Reduce -13.8% | 67,646 | $6.2M |
| Beam Wealth Advisors, Inc. | 2.04% | Add +7.3% | 66,776 | $6.1M |
| Willow Creek Wealth Management Inc. | 0.69% | Reduce -10.5% | 65,786 | $6.0M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -2.8% | 65,741 | $6.0M |
| Sykon Capital LLC | 2.27% | Reduce -32.2% | 65,518 | $6.0M |
| Principal Securities, Inc. | 0.17% | Add +149.5% | 65,243 | $6.0M |
| HRT Financial LP | 0.03% | Add +247.4% | 64,542 | $5.9M |
| Insight 2811, Inc. | 3.07% | Reduce -3.7% | 64,523 | $5.9M |
| Benedict Financial Advisors Inc. | 1.50% | Add +143.1% | 64,480 | $5.9M |
| Webster Bank, N. A. | 0.64% | Add +1159.1% | 63,636 | $5.8M |
| Capital Wealth Alliance, LLC | 3.33% | Reduce -5.1% | 63,507 | $5.8M |
| Monument Capital Management | 1.70% | New | 62,954 | $5.8M |
| IFP Advisors, Inc | 0.23% | Reduce -23.1% | 62,361 | $5.7M |
| Fagan Associates, Inc. | 1.00% | Add +22.9% | 62,146 | $5.7M |
| Crew Capital Management, Ltd | 4.56% | Add +1593.5% | 61,864 | $5.7M |
| Capital Research Global Investors | 0.00% | Add +23.3% | 61,447 | $5.6M |
| Park Avenue Securities LLC | 0.07% | Reduce -0.1% | 61,297 | $5.6M |
| Unison Advisors LLC | 0.70% | Add +41.5% | 60,774 | $5.6M |
| Lumbard & Kellner, LLC | 2.63% | Reduce -2.7% | 60,619 | $5.6M |
| Saxon Interests, Inc. | 2.61% | Add +8.8% | 59,787 | $5.5M |
| Dynamic Advisor Solutions LLC | 0.17% | Reduce -13.1% | 58,869 | $5.4M |
| Meridian Wealth Management, LLC | 0.65% | New | 58,799 | $5.4M |
| Guild Investment Management, Inc. | 6.15% | Add +7.8% | 58,595 | $5.4M |
| GM Advisory Group, LLC | 0.34% | Reduce -12.1% | 57,686 | $5.3M |
| Perennial Investment Advisors, LLC | 0.74% | Add +3.8% | 56,423 | $5.2M |
| Intrepid Financial Planning Group LLC | 2.20% | Reduce -2.5% | 55,876 | $5.1M |
| AA Financial Advisors, LLC | 1.79% | Add +2.1% | 55,436 | $5.1M |
| Professional Financial Advisors, LLC | 1.40% | Add +15.3% | 55,067 | $5.1M |
| Hedeker Wealth, LLC | 1.46% | Reduce -23.3% | 54,741 | $5.0M |
| Tairen Capital Ltd | 0.18% | New | 54,700 | $5.0M |
| Wheelhouse Advisory Group LLC | 3.49% | Add +33.1% | 54,252 | $5.0M |
| Palouse Capital Management, Inc. | 3.33% | Add +5.2% | 54,005 | $5.0M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.93% | Reduce -4.7% | 53,887 | $4.9M |
| Hilltop Holdings Inc. | 0.57% | Reduce -23.4% | 53,519 | $4.9M |
| Crestwood Advisors Group, LLC | 0.10% | Add +239.3% | 53,259 | $4.9M |
| Legacy Capital Group California, Inc. | 1.76% | Add +17.3% | 53,231 | $4.9M |
| Randolph Co Inc | 0.60% | Add +78.2% | 52,992 | $4.9M |
| Advisors Preferred, LLC | 0.84% | Add +9.1% | 52,860 | $4.8M |
| Sage Mountain Advisors LLC | 0.44% | Reduce -11.6% | 52,383 | $4.8M |
| RiverTree Advisors, LLC | 3.29% | Reduce -2.2% | 52,383 | $4.8M |
| Csenge Advisory Group | 0.27% | Add +247.3% | 52,167 | $4.8M |
| Wedbush Securities Inc. | 0.17% | Reduce -23.3% | 51,063 | $4.7M |
| Harbor Investment Advisory, LLC | 0.49% | Add +23.8% | 50,969 | $4.7M |
| Fiduciary Financial Group, LLC | 1.12% | — | 50,854 | $4.7M |
| Horizon Investments, LLC | 0.13% | Reduce -3.2% | 51,093 | $4.6M |
| Smith, Moore & Co. | 0.48% | Add +8.6% | 50,644 | $4.6M |
| Waycross Investment Management Co | 4.48% | Reduce -0.1% | 50,544 | $4.6M |
| Coldstream Capital Management Inc. | 0.11% | Reduce -2.0% | 50,414 | $4.6M |
| Moulton Wealth Management, Inc. | 4.17% | Reduce -69.2% | 50,214 | $4.6M |
| Stokes Family Office, LLC | 0.53% | Reduce -28.7% | 49,532 | $4.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +69.2% | 49,519 | $4.5M |
| Flagship Harbor Advisors, LLC | 0.27% | Add +9.9% | 49,308 | $4.5M |
| Waterloo Capital, L.P. | 0.54% | Reduce -3.9% | 49,124 | $4.5M |
| Vickerman Investment Advisors, Inc. | 1.43% | Add +74.4% | 48,601 | $4.5M |
| Revisor Wealth Management LLC | 3.05% | Reduce -42.6% | 47,917 | $4.4M |
| Legacy Capital Wealth Partners, LLC | 1.11% | New | 47,618 | $4.4M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -11.4% | 47,540 | $4.4M |
| Choreo, LLC | 0.07% | Add +1944.3% | 47,611 | $4.4M |
| Savior LLC | 22.61% | Add +66.1% | 47,351 | $4.3M |
| Paulson Wealth Management Inc. | 1.26% | Reduce -11.3% | 46,879 | $4.3M |
| Upper Left Wealth Management, LLC | 3.85% | Reduce -1.1% | 46,286 | $4.2M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -0.1% | 45,659 | $4.2M |
| Sovereign Investment Advisors, LLC | 1.55% | Reduce -0.8% | 45,561 | $4.2M |
| Stephens Inc. | 0.06% | Reduce -7.4% | 45,092 | $4.1M |
| Family Manage LLC | 0.73% | Reduce -26.3% | 44,850 | $4.1M |
| Cim, LLC | 0.61% | Add +1502.2% | 44,574 | $4.1M |
| Moneco Advisors, LLC | 0.59% | Reduce -19.7% | 43,935 | $4.0M |
| Curi Capital, LLC | 0.10% | Reduce -5.7% | 43,284 | $4.0M |
| Win Advisors, Inc. | 1.77% | Add +212.6% | 43,275 | $4.0M |
| SP Asset Management LLC | 0.36% | Add +9.6% | 43,231 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -1.4% | 42,805 | $3.9M |
| Fifth Third Securities, Inc. | 0.36% | Reduce -25.0% | 42,547 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Reduce -8.9% | 42,372 | $3.9M |
| Concourse Financial Group Securities, Inc. | 0.24% | Add +640.3% | 41,513 | $3.8M |
| Scotia Capital Inc. | 0.02% | Reduce -48.0% | 40,957 | $3.8M |
| Accurate Wealth Management, LLC | 0.90% | Reduce -52.6% | 40,819 | $3.7M |
| Theory Financial LLC | 1.76% | New | 40,522 | $3.7M |
| Cabot Wealth Management Inc. | 0.47% | Add +34.3% | 39,261 | $3.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.43% | Add +4.2% | 38,454 | $3.5M |
| PFW Advisors LLC | 1.12% | Reduce -6.0% | 38,447 | $3.5M |
| Aspire Private Capital, LLC | 0.91% | Reduce -39.4% | 38,381 | $3.5M |
| Vishria Bird Financial Group, LLC | 1.47% | Reduce -29.5% | 38,118 | $3.5M |
| Lido Advisors, LLC | 0.03% | Reduce -9.4% | 37,943 | $3.5M |
| Robinswood Financial LLC | 1.40% | Add +67.5% | 37,757 | $3.5M |
| AlphaQ Advisors LLC | 10.21% | Reduce -6.5% | 37,605 | $3.5M |
| Core Wealth Partners LLC | 2.35% | Add +9.5% | 37,553 | $3.4M |
| Balefire, LLC | 1.21% | Reduce -3.5% | 37,003 | $3.4M |
| Boston Standard Wealth Management, LLC | 0.74% | Add +127.8% | 36,834 | $3.4M |
| Ceera Investments, LLC | 1.41% | Reduce -11.3% | 36,307 | $3.3M |
| Eagle Global Advisors LLC | 0.17% | Reduce -9.9% | 35,560 | $3.3M |
| PVG Asset Management Corp. | 12.82% | — | 35,258 | $3.2M |
| Prairie Sky Financial Group LLC | 2.00% | Reduce -2.3% | 35,101 | $3.2M |
| International Assets Investment Management, LLC | 0.30% | Reduce -9.3% | 35,001 | $3.2M |
| Howard Financial Services, LTD. | 0.52% | Reduce -18.8% | 34,623 | $3.2M |
| PSI Advisors, LLC | 0.99% | Reduce -12.7% | 34,163 | $3.1M |
| Focus Financial Network, Inc. | 0.13% | Add +0.0% | 34,185 | $3.1M |
| Visionary Wealth Advisors | 0.20% | Add +3.5% | 33,716 | $3.1M |
| Private Trust Co. NA | 0.33% | Add +18.1% | 33,608 | $3.1M |
| Spire Wealth Management | 0.11% | Reduce -6.5% | 33,453 | $3.1M |
| Vista Investment Management | 1.24% | Reduce -17.3% | 33,259 | $3.1M |
| Oxford Wealth Group, LLC | 2.09% | Reduce -63.6% | 33,190 | $3.0M |
| Western Wealth Management, LLC | 0.22% | Add +20.3% | 32,949 | $3.0M |
| LifePro Asset Management | 2.16% | Reduce -2.0% | 32,814 | $3.0M |
| ADAR1 Capital Management, LLC | 0.60% | No change | 32,500 | $3.0M |
| Sicart Associates LLC | 1.14% | Reduce -22.1% | 32,469 | $3.0M |
| Crescent Grove Advisors, LLC | 0.33% | Add +16.8% | 32,445 | $3.0M |
| TD Private Client Wealth LLC | 0.09% | Add +348.2% | 32,339 | $3.0M |
| WealthTrust Asset Management, LLC | 2.14% | Reduce -69.7% | 31,896 | $2.9M |
| Stonekeep Investments, LLC | 2.37% | — | 31,877 | $2.9M |
| Synovus Financial Corp. | 0.04% | Add +28.6% | 31,573 | $2.9M |
| Continuum Advisory, LLC | 0.42% | Add +0.1% | 31,525 | $2.9M |
| Portfolio Design Labs, LLC | 0.89% | Add +1.1% | 31,269 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Add +21.7% | 31,170 | $2.9M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -7.3% | 31,270 | $2.9M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -3.6% | 31,024 | $2.8M |
| RDA Financial Network | 0.93% | Add +12.9% | 30,972 | $2.8M |
| Kopion Asset Management, LLC | 2.02% | Reduce -0.6% | 30,949 | $2.8M |
| Coyle Financial Counsel LLC | 1.01% | No change | 30,676 | $2.8M |
| Peak Asset Management, LLC | 0.55% | Reduce -10.6% | 30,618 | $2.8M |
| Elm Partners Management LLC | 0.21% | Reduce -14.1% | 30,269 | $2.8M |
| Ameraudi Asset Management, Inc. | 1.26% | New | 30,145 | $2.8M |
| Gotham Asset Management | 0.04% | No change | 30,100 | $2.8M |
| KG Capital Management | 0.95% | New | 30,051 | $2.8M |
| J. Safra Sarasin Holding AG | 0.05% | — | 30,000 | $2.8M |
| Ashton Thomas Securities, LLC | 0.66% | — | 28,452 | $2.7M |
| Retirement Capital Strategies | 1.08% | New | 29,315 | $2.7M |
| Venturi Wealth Management, LLC | 0.16% | Add +5.3% | 28,691 | $2.6M |
| Vigilare Wealth Management | 1.16% | Reduce -67.3% | 28,506 | $2.6M |
| BayBridge Capital Group, LLC | 2.00% | Add +532.8% | 27,845 | $2.6M |
| US Bancorp \de | 0.00% | Add +389.9% | 27,844 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.53% | Add +7.1% | 27,623 | $2.5M |
| Yarger Wealth Strategies, LLC | 1.52% | Add +4.8% | 27,605 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +52.5% | 27,579 | $2.5M |
| Ethos Financial Group, LLC | 0.45% | Add +1.1% | 27,477 | $2.5M |
| Beacon Wealthcare LLC | 1.09% | Add +12.1% | 27,280 | $2.5M |
| Biltmore Wealth Management, LLC | 1.08% | Reduce -5.0% | 27,211 | $2.5M |
| Elmwood Wealth Management, Inc. | 1.11% | Reduce -27.1% | 27,183 | $2.5M |
| National Wealth Management Group, LLC | 1.90% | Reduce -15.0% | 27,168 | $2.5M |
| Lake Hills Wealth Management, LLC | 1.78% | Reduce -11.8% | 27,094 | $2.5M |
| Private Advisory Group LLC | 0.32% | Reduce -28.1% | 26,879 | $2.5M |
| Fortis Capital Management LLC | 0.53% | Add +357.0% | 26,869 | $2.5M |
| Stephens Consulting, LLC | 0.70% | Add +4.6% | 26,750 | $2.5M |
| Steel Grove Capital Advisors, LLC | 0.34% | Add +3.5% | 26,669 | $2.4M |
| Cyndeo Wealth Partners, LLC | 0.19% | Reduce -0.4% | 26,543 | $2.4M |
| Covestor Ltd | 1.57% | Add +79.8% | 26,467 | $2.4M |
| Transcendent Capital Group LLC | 1.40% | Add +46.7% | 26,442 | $2.4M |
| Meitav Investment House Ltd. | 0.04% | Reduce -8.0% | 26,032 | $2.4M |
| FWL Investment Management, LLC | 1.18% | Add +54.7% | 25,546 | $2.3M |
| Portside Wealth Group, LLC | 0.45% | Add +523.2% | 25,544 | $2.3M |
| Lokken Investment Group LLC | 1.10% | Reduce -2.1% | 25,500 | $2.3M |
| Night Owl Capital Management, LLC | 0.35% | Reduce -9.7% | 25,318 | $2.3M |
| J. W. Coons Advisors, LLC | 0.43% | No change | 25,221 | $2.3M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -51.0% | 25,118 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.4% | 24,887 | $2.3M |
| Cullen Capital Management, LLC | 0.03% | New | 24,424 | $2.2M |
| Fairbanks Capital Management, Inc. | 1.47% | Add +399.0% | 24,400 | $2.2M |
| Strategic Financial Concepts, LLC | 1.30% | Add +7817.7% | 15,745,744 | $2.2M |
| Rovin Capital /Ut/ | 0.92% | Reduce -1.3% | 24,038 | $2.2M |
| Tillman Hartley LLC | 0.75% | Reduce -3.5% | 23,983 | $2.2M |
| Traphagen Investment Advisors LLC | 0.24% | Reduce -21.4% | 23,892 | $2.2M |
| Landmark Wealth Management, Inc. | 1.21% | New | 23,878 | $2.2M |
| Fortune Financial Advisors, LLC | 1.31% | Add +128.8% | 23,395 | $2.1M |
| Catalyst Capital Advisors LLC | 0.05% | Reduce -6.8% | 23,300 | $2.1M |
| Frontier Asset Management, LLC | 0.77% | Reduce -1.5% | 23,145 | $2.1M |
| Woodley Farra Manion Portfolio Management Inc. | 0.12% | Add +7.0% | 23,129 | $2.1M |
| Independent Wealth Network Inc. | 0.99% | Add +19.2% | 23,000 | $2.1M |
| Raub Brock Capital Management LP | 0.46% | Reduce -18.8% | 22,989 | $2.1M |
| Shore Point Advisors, LLC | 1.19% | Add +2.5% | 22,850 | $2.1M |
| Level Four Advisory Services, LLC | 0.09% | Add +106.0% | 22,765 | $2.1M |
| Patten Group, Inc. | 0.49% | Reduce -5.5% | 22,462 | $2.1M |
| Souders Financial Advisors | 0.30% | Add +17.1% | 21,980 | $2.0M |
| Absolute Capital Management, LLC | 1.21% | Reduce -3.7% | 21,769 | $2.0M |
| Prelude Capital Management, LLC | 0.17% | No change | 21,700 | $2.0M |
| FinTrust Capital Advisors, LLC | 0.36% | Add +32.2% | 21,308 | $2.0M |
| Islay Capital Management, LLC | 1.41% | New | 21,193 | $1.9M |
| VitalStone Financial, LLC | 1.41% | Reduce -34.0% | 21,136 | $1.9M |
| Raymond James Trust N.A. | 0.05% | Add +61.2% | 21,087 | $1.9M |
| Ritholtz Wealth Management | 0.06% | Reduce -57.8% | 20,819 | $1.9M |
| Hengehold Capital Management LLC | 0.20% | Reduce -0.3% | 20,803 | $1.9M |
| Compound Planning, Inc. | 0.14% | Reduce -12.8% | 20,786 | $1.9M |
| Optivise Advisory Services LLC | 1.02% | — | 20,592 | $1.9M |
| Pennsylvania Capital Management Inc. | 0.73% | Reduce -6.7% | 20,535 | $1.9M |
| Lunt Capital Management, Inc. | 0.93% | Reduce -37.0% | 20,528 | $1.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.26% | Reduce -2.6% | 20,394 | $1.9M |
| Malaga Cove Capital, LLC | 0.76% | Reduce -5.4% | 20,294 | $1.9M |
| DT Investment Partners, LLC | 0.16% | New | 20,115 | $1.8M |
| Andina Capital Management, LLC | 1.38% | Reduce -23.7% | 20,076 | $1.8M |
| Two Sigma Securities, LLC | 0.09% | Reduce -63.4% | 20,056 | $1.8M |
| Elevated Capital Advisors, LLC | 0.51% | Reduce -8.8% | 19,932 | $1.8M |
| Beacon Bank & Trust | 0.46% | Reduce -9.8% | 19,921 | $1.8M |
| Values First Advisors, Inc. | 1.09% | Reduce -0.1% | 19,822 | $1.8M |
| Sigma Planning Corp | 0.06% | Reduce -51.1% | 19,701 | $1.8M |
| Money Concepts Capital Corp. | 0.15% | Add +46.3% | 19,372 | $1.8M |
| Heritage Wealth Partners, LLC | 2.58% | Reduce -13.8% | 19,368 | $1.8M |
| FLC Capital Advisors | 0.43% | Reduce -91.4% | 19,257 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Add +7.3% | 19,198 | $1.8M |
| Ameliora Wealth Management Ltd. | 0.80% | Reduce -35.1% | 19,141 | $1.8M |
| Arkfeld Wealth Strategies, L.L.C. | 0.88% | Add +0.4% | 18,913 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.43% | Reduce -6.3% | 18,564 | $1.7M |
| Mattson Financial Services, LLC | 0.61% | — | 18,517 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -34.1% | 18,165 | $1.7M |
| Maltin Wealth Management, Inc. | 0.89% | Add +41.7% | 18,078 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -91.2% | 17,957 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -15.8% | 17,751 | $1.6M |
| Confluence Wealth Services, Inc. | 0.13% | Add +296.9% | 17,739 | $1.6M |
| Client First Investment Management LLC | 1.25% | Reduce -26.9% | 17,591 | $1.6M |
| Arkadios Wealth Advisors | 0.11% | Add +346.3% | 17,465 | $1.6M |
| Zega Financial, LLC | 0.58% | Reduce -31.9% | 17,403 | $1.6M |
| Tranquilli Financial Advisor LLC | 1.07% | Reduce -4.7% | 17,413 | $1.6M |
| ORG Partners LLC | 0.20% | New | 17,377 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | No change | 17,307 | $1.6M |
| New Century Financial Group, LLC | 0.67% | New | 17,243 | $1.6M |
| Main Management LLC | 0.13% | Reduce -34.1% | 17,181 | $1.6M |
| Trinity Wealth Management, LLC | 0.78% | No change | 17,078 | $1.6M |
| Prescott Group Capital Management, L.L.C. | 0.24% | No change | 17,073 | $1.6M |
| Oliver Luxxe Assets LLC | 0.32% | New | 16,634 | $1.5M |
| Van Hulzen Asset Management, LLC | 0.10% | Reduce -14.3% | 16,613 | $1.5M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +18.6% | 16,301 | $1.5M |
| Quadcap Wealth Management, LLC | 0.27% | Add +22.2% | 16,103 | $1.5M |
| Woodard & Co. Asset Management Group Inc. | 0.37% | Add +0.7% | 16,028 | $1.5M |
| Arax Advisory Partners | 0.14% | Add +262.1% | 15,948 | $1.5M |
| Journey Strategic Wealth LLC | 0.06% | Add +15.3% | 15,883 | $1.5M |
| Headinvest, LLC | 0.28% | Add +28.9% | 15,712 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1219.3% | 15,700 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Reduce -5.9% | 15,648 | $1.4M |
| Diversify Wealth Management, LLC | 0.18% | — | 15,439 | $1.4M |
| Point Windward Advisors Inc. | 0.57% | Reduce -1.3% | 15,162 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +57.1% | 15,084 | $1.4M |
| Financial Gravity Asset Management, Inc. | 0.34% | Add +5258.1% | 14,949 | $1.4M |
| American Planning Services, Inc. | 0.95% | Add +2.8% | 14,677 | $1.3M |
| Merit Financial Group, LLC | 0.03% | Reduce -7.0% | 14,622 | $1.3M |
| WT Wealth Management | 0.46% | Reduce -15.4% | 14,547 | $1.3M |
| True Wealth Design, LLC | 0.33% | Add +26.4% | 14,404 | $1.3M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -61.9% | 14,078 | $1.3M |
| Blackston Financial Advisory Group, LLC | 0.72% | New | 11,527 | $1.3M |
| Precision Wealth Strategies, LLC | 1.33% | Reduce -25.3% | 14,037 | $1.3M |
| Seed Wealth Management, Inc. | 1.12% | Add +20.8% | 13,965 | $1.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +73.9% | 13,960 | $1.3M |
| Raleigh Capital Management Inc. | 0.54% | Reduce -32.2% | 13,901 | $1.3M |
| Tennessee Valley Asset Management Partners | 0.24% | Add +4.2% | 13,841 | $1.3M |
| Arlington Trust Co LLC | 0.30% | Add +4.7% | 13,823 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +62.1% | 13,795 | $1.3M |
| PFG Advisors | 0.09% | Add +4.1% | 13,701 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | New | 13,652 | $1.3M |
| Global Financial Private Client, LLC | 0.52% | Reduce -10.7% | 13,555 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | No change | 13,528 | $1.2M |
| Prostatis Group LLC | 0.43% | Reduce -74.5% | 12,978 | $1.2M |
| Kickstand Ventures, Llc. | 0.34% | Add +13.1% | 13,473 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | Add +1.0% | 13,436 | $1.2M |
| Brown Financial Advisors | 0.54% | — | 13,222 | $1.2M |
| Benjamin Edwards Inc. | 0.23% | Add +45.4% | 13,196 | $1.2M |
| SevenBridge Financial Group, LLC | 0.26% | Add +174.0% | 12,991 | $1.2M |
| Tevis Investment Management | 0.95% | Reduce -1.4% | 12,902 | $1.2M |
| 1834 Investment Advisors Co. | 0.14% | Add +54.2% | 12,883 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.64% | Reduce -16.9% | 12,911 | $1.2M |
| Triumph Capital Management | 0.46% | Reduce -61.1% | 12,819 | $1.2M |
| Ascentis Independent Advisors | 0.24% | — | 12,815 | $1.2M |
| Castleview Partners, LLC | 0.66% | Reduce -7.1% | 12,721 | $1.2M |
| Flagstar Securities, Inc. | 0.32% | Reduce -17.2% | 12,651 | $1.2M |
| Priebe Wealth Holdings LLC | 0.92% | Reduce -8.4% | 12,641 | $1.2M |
| Pecaut & Co. | 0.44% | Add +38.5% | 12,581 | $1.2M |
| Smithfield Trust Co | 0.06% | Reduce -7.7% | 12,458 | $1.1M |
| Alamar Capital Management, LLC | 0.69% | — | 12,451 | $1.1M |
| Addison Capital Co | 0.49% | New | 12,420 | $1.1M |
| Mowery & Schoenfeld Wealth Management, LLC | 1.64% | Add +20.4% | 12,410 | $1.1M |
| WESCAP Management Group, Inc. | 0.32% | No change | 12,400 | $1.1M |
| Keel Point, LLC | 0.10% | New | 12,383 | $1.1M |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -35.1% | 12,279 | $1.1M |
| Harvest Investment Services, LLC | 0.45% | New | 12,230 | $1.1M |
| Strategic Wealth Investment Group, LLC | 0.14% | — | 12,210 | $1.1M |
| Kowal Investment Group, LLC | 0.22% | Add +55.4% | 12,070 | $1.1M |
| Quantinno Capital Management LP | 0.02% | Reduce -17.9% | 11,995 | $1.1M |
| Capital Planning LLC | 0.33% | New | 11,988 | $1.1M |
| Syntegra Private Wealth Group, LLC | 0.14% | Reduce -27.9% | 11,803 | $1.1M |
| McElhenny Sheffield Capital Management, LLC | 0.37% | Add +1.2% | 11,796 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +4.3% | 11,713 | $1.1M |
| TAP Consulting, LLC | 0.23% | Add +20.1% | 11,682 | $1.1M |
| Welch Group, LLC | 0.05% | Add +0.6% | 11,588 | $1.1M |
| Summit Financial, LLC | 0.05% | Reduce -24.6% | 11,532 | $1.1M |
| Epoch Investment Partners, Inc. | 0.00% | Add +88.5% | 11,527 | $1.1M |
| Bailard, Inc. | 0.03% | Reduce -48.8% | 11,293 | $1.0M |
| Tidemark, LLC | 0.48% | Reduce -60.0% | 11,290 | $1.0M |
| Pathway Financial Advisors LLC | 0.28% | Reduce -0.5% | 11,257 | $1.0M |
| Napatree Capital LLC | 0.84% | Reduce -3.8% | 11,245 | $1.0M |
| First Citizens Financial Corp | 0.61% | Reduce -20.5% | 11,170 | $1.0M |
| Fernwood Investment Management, LLC | 0.32% | Add +2.6% | 11,046 | $1.0M |
| Realta Investment Advisors | 0.20% | Add +69.5% | 11,033 | $1.0M |
| Marion Wealth Management | 0.30% | No change | 10,990 | $1.0M |
| Arlington Partners LLC | 0.50% | No change | 10,904 | $1.0M |
| Essex Financial Services, Inc. | 0.07% | Add +70.0% | 10,934 | $1.0M |
| SVB Wealth LLC | 0.02% | Reduce -9.2% | 10,809 | $992K |
| OneDigital Investment Advisors LLC | 0.01% | Add +97.4% | 10,770 | $988K |
| Alliance Wealth Advisors, LLC | 0.29% | Add +186.3% | 10,669 | $979K |
| Betterment LLC | 0.00% | Reduce -29.4% | 10,670 | $979K |
| TCP Asset Management, LLC | 0.25% | Reduce -5.5% | 10,631 | $976K |
| Kinloch Capital, LLC | 0.51% | Add +223.0% | 10,574 | $970K |
| Aveo Capital Partners, LLC | 0.11% | Reduce -38.4% | 10,556 | $969K |
| Krilogy Financial LLC | 0.07% | Reduce -62.6% | 10,512 | $965K |
| OneAscent Financial Services LLC | 0.13% | Reduce -21.1% | 10,426 | $957K |
| Asset Dedication, LLC | 0.07% | Add +18.3% | 10,346 | $950K |
| IronBridge Private Wealth, LLC | 0.35% | No change | 10,284 | $944K |
| JNBA Financial Advisors | 0.10% | Reduce -3.0% | 10,263 | $942K |
| PYA Waltman Capital, LLC | 0.34% | Reduce -0.7% | 10,117 | $929K |
| Intellectus Partners, LLC | 0.25% | Reduce -0.7% | 10,077 | $925K |
| Acuitas Investments, LLC | 0.49% | Reduce -21.7% | 10,072 | $924K |
| Premier Path Wealth Partners, LLC | 0.16% | Reduce -15.6% | 9,940 | $912K |
| TrueMark Investments, LLC | 0.31% | New | 9,936 | $912K |
| Pure Financial Advisors, LLC | 0.03% | Add +15.7% | 9,877 | $907K |
| Rockland Trust Co. | 0.05% | New | 9,784 | $898K |
| NewEdge Wealth, LLC | 0.02% | Reduce -15.2% | 9,752 | $895K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +288.0% | 9,743 | $894K |
| Ascent Wealth Partners, LLC | 0.13% | Add +40.1% | 9,545 | $876K |
| Carr Financial Group Corp | 0.28% | Add +45.9% | 9,521 | $874K |
| International Private Wealth Advisors LLC | 1.47% | Add +0.3% | 9,519 | $874K |
| St Germain D J Co. Inc. | 0.04% | Reduce -30.3% | 9,465 | $869K |
| HCR Wealth Advisors | 0.12% | Reduce -20.1% | 9,440 | $866K |
| Pacific Financial Group Inc. | 0.61% | New | 9,438 | $866K |
| Meridian Management Co. | 0.23% | Add +308.6% | 9,316 | $855K |
| Sound Financial Strategies Group, LLC | 0.74% | Reduce -6.1% | 9,308 | $854K |
| HFG Advisors, Inc. | 0.80% | Add +9.8% | 9,289 | $853K |
| Guardian Capital Advisors LP | 0.09% | Reduce -25.4% | 9,300 | $851K |
| Gibbs Wealth Management | 0.34% | Add +6.3% | 9,181 | $843K |
| CreativeOne Wealth, LLC | 0.04% | Reduce -58.5% | 9,021 | $827K |
| World Equity Group, Inc. | 0.25% | Add +49.0% | 8,981 | $824K |
| Legacy PCG, LLC | 0.51% | New | 8,857 | $813K |
| Clarius Group, LLC | 0.06% | New | 8,809 | $808K |
| Miller Investment Management, LP | 0.10% | No change | 8,679 | $797K |
| Transcend Capital Advisors, LLC | 0.06% | Add +68.2% | 8,626 | $792K |
| Citizens Financial Group Inc. | 0.02% | New | 8,624 | $792K |
| Boston Financial Mangement LLC | 0.03% | Reduce -2.3% | 8,576 | $787K |
| Forza Wealth Management, LLC | 0.41% | New | 8,566 | $786K |
| Sharp Wealth Advisory, LLC | 0.67% | Add +1.7% | 8,511 | $781K |
| Nvwm, LLC | 0.21% | No change | 8,501 | $780K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.9% | 8,487 | $779K |
| Petredis Investment Advisors LLC | 0.09% | Reduce -0.4% | 8,480 | $778K |
| Stonebridge Financial Planning Group, LLC | 0.39% | Reduce -15.4% | 8,445 | $775K |
| WealthPLAN Partners, LLC | 0.08% | Add +154.0% | 8,372 | $768K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Reduce -2.8% | 8,355 | $767K |
| NavPoint Financial, Inc. | 0.66% | Reduce -21.1% | 8,338 | $765K |
| TLWM | 0.17% | Reduce -5.8% | 8,327 | $764K |
| Donaldson Capital Management, LLC | 0.03% | No change | 8,300 | $762K |
| Balboa Wealth Partners | 0.20% | Add +4.3% | 8,148 | $748K |
| Fullcircle Wealth LLC | 0.36% | — | 8,105 | $743K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | Reduce -22.8% | 8,059 | $740K |
| Kovack Advisors, Inc. | 0.08% | New | 7,988 | $733K |
| Eagle Strategies LLC | 0.14% | Reduce -86.9% | 7,983 | $733K |
| Avior Wealth Management, LLC | 0.03% | Add +43.4% | 7,973 | $732K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.9% | 7,963 | $731K |
| Lincoln Capital Corp. | 0.31% | Reduce -15.2% | 7,940 | $729K |
| Ascent Group, LLC | 0.06% | Reduce -35.3% | 7,929 | $728K |
| Marcum Wealth, LLC | 0.07% | Add +24.7% | 7,923 | $727K |
| Wealthcare Capital Management LLC | 0.08% | Add +59.6% | 7,779 | $714K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -69.7% | 7,766 | $713K |
| Blair William & Co. | 0.00% | Add +8.9% | 7,639 | $701K |
| Tidal Investments LLC | 0.01% | New | 7,612 | $699K |
| Inspire Advisors, LLC | 0.09% | Reduce -58.9% | 7,553 | $693K |
| Eagle Ridge Investment Management | 0.06% | Reduce -21.7% | 7,548 | $693K |
| Centennial Wealth Advisory LLC | 0.30% | Reduce -21.8% | 7,516 | $690K |
| Capital CS Group, LLC | 0.77% | Add +0.3% | 7,305 | $670K |
| Pension & Wealth Management Advisors, Inc. | 0.38% | Reduce -33.3% | 7,272 | $667K |
| GYL Financial Synergies, LLC | 0.05% | Add +3.1% | 7,239 | $664K |
| Coordinated Financial Services, Inc. | 0.57% | Reduce -5.7% | 7,111 | $653K |
| Aurora Investment Managers, LLC. | 0.47% | Add +10.6% | 7,104 | $652K |
| Acorn Financial Advisory Services Inc. | 0.12% | Add +78.2% | 7,036 | $646K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +18.1% | 6,985 | $641K |
| WESPAC Advisors, LLC | 0.50% | Reduce -28.1% | 6,977 | $640K |
| Encompass More Asset Management | 0.45% | Reduce -26.5% | 6,860 | $630K |
| World Investment Advisors | 0.04% | New | 6,799 | $624K |
| Wolverine Trading, LLC | 0.01% | New | 6,768 | $621K |
| StoneX Group Inc. | 0.05% | Add +38.4% | 6,692 | $614K |
| Prosperity Consulting Group, LLC | 0.08% | New | 6,665 | $612K |
| Mills Wealth Advisors LLC | 0.44% | Reduce -34.3% | 6,634 | $609K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.0% | 6,607 | $606K |
| Tower Wealth Partners, Inc. | 0.37% | Add +15.7% | 6,589 | $605K |
| Benchmark Investment Advisors LLC | 0.44% | Add +17.9% | 6,588 | $605K |
| Capital Analysts, LLC | 0.03% | Add +48.5% | 6,584 | $604K |
| Wellington Shields Capital Management, LLC | 0.11% | Add +0.0% | 6,578 | $604K |
| MBA Advisors LLC | 0.31% | Reduce -2.5% | 6,569 | $603K |
| Berkshire Asset Management LLC | 0.03% | New | 6,500 | $597K |
| Financial Network Wealth Advisors LLC | 0.44% | New | 6,473 | $594K |
| Empower Advisory Group, LLC | 0.00% | New | 6,442 | $591K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -46.9% | 6,431 | $590K |
| Weaver Consulting Group | 0.21% | Reduce -8.7% | 6,415 | $589K |
| Emerald Advisors, LLC | 0.09% | New | 6,414 | $589K |
| Life Line Wealth Management LLC | 0.22% | Reduce -99.4% | 6,412 | $588K |
| Prospera Financial Services Inc | 0.02% | Reduce -15.0% | 6,390 | $586K |
| Private Ocean, LLC | 0.05% | New | 6,376 | $585K |
| Greenspring Advisors, LLC | 0.14% | No change | 6,371 | $585K |
| Prosperity Wealth Management, Inc. | 0.29% | Add +7.3% | 6,318 | $580K |
| Rede Wealth, LLC | 0.52% | Reduce -0.7% | 6,199 | $569K |
| RMR Capital Management, LLC | 0.52% | Add +0.9% | 6,183 | $568K |
| Cornerstone Advisors Asset Management, LLC | 0.16% | Add +31.3% | 6,178 | $567K |
| Colonial River Investments, LLC | 0.30% | Reduce -1.1% | 6,145 | $564K |
| Endowment Wealth Management, Inc. | 0.40% | Add +1.5% | 6,038 | $554K |
| Outlook Wealth Advisors, LLC | 0.17% | Reduce -30.9% | 4,500 | $552K |
| Richardson Financial Services Inc. | 0.39% | Reduce -35.1% | 5,974 | $548K |
| Sloy Dahl & Holst, LLC | 0.12% | No change | 5,965 | $547K |
| Rebalance, LLC | 0.04% | New | 5,958 | $547K |
| Pioneer Wealth Management Group | 0.29% | Reduce -52.7% | 5,913 | $543K |
| M&T Bank Corp | 0.00% | Reduce -3.0% | 5,875 | $539K |
| SkyOak Wealth, LLC | 0.13% | Add +7.3% | 5,872 | $539K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +65.4% | 5,865 | $538K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -2.1% | 5,819 | $534K |
| Formidable Asset Management, LLC | 0.09% | Reduce -47.7% | 5,771 | $530K |
| HBW Advisory Services LLC | 0.09% | Reduce -13.7% | 5,771 | $530K |
| Pointe Capital Management LLC | 0.33% | Reduce -5.3% | 5,770 | $530K |
| Regal Investment Advisors LLC | 0.03% | Add +87.2% | 5,716 | $525K |
| Breed's Hill Capital LLC | 0.46% | Reduce -21.0% | 5,712 | $524K |
| Vertex Planning Partners, LLC | 0.14% | Add +0.4% | 5,705 | $524K |
| Hummer Financial Advisory Services Inc | 0.45% | Reduce -1.9% | 5,700 | $523K |
| Financial Counselors Inc. | 0.01% | Reduce -48.2% | 5,693 | $523K |
| Hamilton Capital, LLC | 0.04% | Reduce -1.8% | 5,661 | $520K |
| Destiny Wealth Partners, LLC | 0.09% | No change | 5,639 | $518K |
| Joel Isaacson & Co., LLC | 0.03% | Add +1.1% | 5,619 | $516K |
| SkyView Investment Advisors, LLC | 0.09% | Add +37.5% | 5,500 | $505K |
| Schusterman Interests, LLC | 0.65% | No change | 5,460 | $501K |
| Delos Wealth Advisors, LLC | 0.48% | No change | 5,460 | $501K |
| Transatlantique Private Wealth LLC | 0.20% | No change | 5,443 | $500K |
| Wallace Advisory Group, LLC | 0.36% | New | 5,432 | $499K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -6.8% | 5,411 | $497K |
| Castle Rock Wealth Management, LLC | 0.12% | Reduce -0.1% | 5,413 | $495K |
| Rothschild Wealth LLC | 0.16% | Add +2.1% | 5,361 | $492K |
| OneAscent Wealth Management LLC | 0.26% | Add +2.7% | 5,361 | $492K |
| Worth Financial Advisory Group, LLC | 0.32% | Add +27.5% | 5,352 | $491K |
| Salvus Wealth Management, LLC | 0.33% | Add +16.5% | 5,303 | $487K |
| Evergreen Capital Management LLC | 0.02% | Reduce -7.4% | 5,297 | $486K |
| Red Door Wealth Management, LLC | 0.09% | Reduce -15.6% | 5,288 | $485K |
| Frazier Financial Advisors, LLC | 0.38% | Reduce -0.3% | 5,238 | $481K |
| Rothschild Investment LLC | 0.03% | Add +5.6% | 5,215 | $479K |
| Narus Financial Partners, LLC | 0.19% | Reduce -6.3% | 5,200 | $477K |
| Briaud Financial Planning Inc | 0.27% | New | 5,170 | $474K |
| Opal Wealth Advisors, LLC | 0.15% | New | 5,155 | $473K |
| Wooster Corthell Wealth Management, Inc. | 0.10% | Add +18.5% | 5,032 | $462K |
| Karpus Management, Inc. | 0.01% | No change | 5,000 | $459K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -50.4% | 4,966 | $456K |
| Roman Butler Fullerton & Co. | 0.15% | Add +81.1% | 4,939 | $452K |
| Lwmg, LLC | 0.10% | Reduce -1.4% | 4,920 | $452K |
| UMB Bank, n.a. | 0.01% | New | 4,887 | $449K |
| Able Wealth Management LLC | 0.37% | Reduce -4.7% | 4,839 | $444K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -24.7% | 4,825 | $443K |
| Ramiah Investment Group | 0.43% | Add +12.2% | 4,796 | $440K |
| Austin Private Wealth, LLC | 0.05% | Reduce -31.9% | 4,745 | $435K |
| Eagle Asset Management Inc. | 0.00% | Reduce -7.2% | 4,722 | $432K |
| Total Clarity Wealth Management, Inc. | 0.15% | Add +95.1% | 4,617 | $424K |
| Summit X, LLC | 0.09% | New | 4,610 | $423K |
| Wintrust Investments LLC | 0.03% | Add +2.3% | 4,603 | $422K |
| State Street Corp. | 0.00% | Reduce -98.1% | 4,506 | $414K |
| Zazove Associates LLC | 0.73% | New | 4,500 | $413K |
| Thrive Wealth Management, LLC | 0.08% | Add +0.3% | 4,489 | $412K |
| Waverly Advisors, LLC | 0.01% | Add +0.7% | 4,473 | $411K |
| Kelly Financial Services LLC | 0.15% | Reduce -44.6% | 4,440 | $407K |
| Eastern Bank | 0.02% | No change | 4,427 | $406K |
| Obermeyer Wealth Partners | 0.02% | No change | 4,400 | $404K |
| Janney Capital Management LLC | 0.03% | No change | 4,381 | $402K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.8% | 4,377 | $402K |
| Madison Asset Management, LLC | 0.01% | No change | 4,371 | $401K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 4,254 | $390K |
| Phillips Wealth Planners LLC | 0.41% | Add +25.1% | 4,237 | $388K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,215 | $387K |
| Proficio Capital Partners LLC | 0.04% | Add +83.0% | 4,145 | $380K |
| Empowered Funds, LLC | 0.01% | Add +11.9% | 4,153 | $379K |
| SFG Wealth Management, LLC. | 0.22% | Add +1.3% | 4,128 | $379K |
| TFB Advisors LLC | 0.12% | Reduce -22.1% | 4,128 | $379K |
| Clarus Group, Inc. | 0.17% | Reduce -13.2% | 4,111 | $377K |
| Diversified Portfolios, Inc. | 0.05% | Add +1.2% | 4,100 | $376K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -0.5% | 4,048 | $372K |
| Oxinas Partners, LLC | 0.25% | Reduce -3.4% | 4,034 | $370K |
| Ironwood Investment Counsel, LLC | 0.07% | New | 4,015 | $368K |
| Capital Advisors Wealth Management, LLC | 0.07% | New | 4,000 | $367K |
| Dogwood Wealth Management LLC | 0.23% | Reduce -2.0% | 3,990 | $366K |
| Magnolia Capital Advisors LLC | 0.20% | Reduce -24.4% | 3,939 | $362K |
| Maripau Wealth Management LLC | 0.25% | Reduce -14.0% | 3,918 | $360K |
| BlueChip Wealth Advisors LLC | 0.21% | Add +12.6% | 3,864 | $355K |
| Main Street Financial Solutions, LLC | 0.03% | Add +18.0% | 3,766 | $346K |
| Brown Wealth Management, LLC | 0.14% | No change | 3,756 | $345K |
| Larson Financial Group LLC | 0.02% | Reduce -4.3% | 3,751 | $344K |
| Councilor Wealth, LLC | 0.18% | Reduce -2.0% | 3,748 | $344K |
| Talisman Wealth Advisors LLC | 0.40% | Add +27.8% | 3,747 | $344K |
| Wealth Advisory Solutions, LLC | 0.09% | New | 3,701 | $340K |
| EdgeRock Capital LLC | 0.26% | No change | 3,701 | $340K |
| Second Line Capital, LLC | 0.10% | Reduce -17.1% | 3,701 | $340K |
| Argyle Capital Management, LLC | 0.14% | Add +2.6% | 3,690 | $339K |
| Strait & Sound Wealth Management LLC | 0.17% | New | 3,634 | $334K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -12.8% | 3,619 | $332K |
| Concorde Asset Management, LLC | 0.20% | New | 3,578 | $328K |
| Destination Wealth Management | 0.01% | No change | 3,570 | $328K |
| TriaGen Wealth Management LLC | 0.13% | Reduce -9.4% | 3,556 | $326K |
| Financial Architects, LLC | 0.22% | Reduce -16.3% | 3,555 | $326K |
| Fiduciary Trust Co | 0.00% | Reduce -17.7% | 3,508 | $322K |
| Warberg Asset Management LLC | 1.54% | New | 3,500 | $321K |
| Loudon Investment Management, LLC | 0.19% | Add +14.8% | 3,487 | $320K |
| Icon Wealth Advisors, LLC | 0.03% | New | 3,457 | $317K |
| Stiles Financial Services Inc | 0.12% | New | 3,446 | $316K |
| Petra Financial Advisors Inc. | 0.23% | New | 3,428 | $315K |
| Blue Trust, Inc. | 0.00% | Add +15.1% | 3,409 | $313K |
| Argent Trust Co | 0.01% | Reduce -10.7% | 3,398 | $312K |
| Principle Wealth Partners LLC | 0.02% | Reduce -25.6% | 3,386 | $311K |
| Cooper Financial Group | 0.05% | New | 3,341 | $307K |
| Marathon Capital Management | 0.08% | New | 3,335 | $306K |
| Advisory Alpha, LLC | 0.01% | Reduce -66.1% | 3,323 | $305K |
| Stonegate Investment Group, LLC | 0.01% | New | 3,296 | $303K |
| Fulcrum Equity Management | 0.27% | New | 3,286 | $302K |
| Evolution Wealth Advisors, LLC | 0.06% | New | 3,266 | $300K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 3,262 | $299K |
| All Terrain Financial Advisors, LLC | 0.13% | Add +0.0% | 3,243 | $298K |
| Meridian Investment Counsel Inc. | 0.09% | New | 3,233 | $297K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 3,221 | $296K |
| Everhart Financial Group, Inc. | 0.08% | Add +2.3% | 3,197 | $293K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,193 | $293K |
| Lynx Investment Advisory | 0.21% | — | 3,161 | $290K |
| Axim Planning & Wealth | 0.34% | New | 3,132 | $287K |
| FSA Advisors, Inc. | 0.30% | Reduce -0.1% | 3,104 | $285K |
| Valmark Advisers, Inc. | 0.00% | Reduce -3.3% | 3,102 | $285K |
| American Investment Services, Inc. | 0.05% | Add +0.1% | 3,100 | $285K |
| AlphaMark Advisors, LLC | 0.10% | No change | 3,050 | $280K |
| SPC Financial, Inc. | 0.03% | New | 3,027 | $278K |
| Fiduciary Alliance LLC | 0.04% | Reduce -4.8% | 3,030 | $277K |
| Canvas Wealth Advisors, LLC | 0.09% | Reduce -28.9% | 3,000 | $275K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -7.2% | 2,997 | $275K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 2,960 | $272K |
| United Community Bank | 0.11% | Reduce -43.7% | 2,944 | $270K |
| Veltria Advisors Corp. | 0.10% | Reduce -25.6% | 2,919 | $268K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -10.7% | 2,881 | $264K |
| Apeiron RIA LLC | 0.08% | Reduce -2.7% | 2,880 | $264K |
| Leavell Investment Management, Inc. | 0.01% | Add +3.9% | 2,838 | $260K |
| Parallel Advisors, LLC | 0.01% | Reduce -47.9% | 2,824 | $259K |
| One Day In July LLC | 0.03% | Add +1.6% | 2,823 | $259K |
| Fisher Asset Management | 0.00% | Reduce -22.9% | 2,819 | $259K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +0.6% | 2,816 | $258K |
| Creative Financial Designs Inc. | 0.02% | Add +2.9% | 2,814 | $258K |
| Modera Wealth Management, LLC | 0.00% | Reduce -4.2% | 2,799 | $257K |
| Blue Square Asset Management, LLC | 0.15% | Reduce -28.2% | 2,789 | $256K |
| Sterling Financial Planning, Inc. | 0.10% | No change | 2,732 | $251K |
| Summit Financial Strategies, Inc. | 0.03% | New | 2,731 | $251K |
| Members Wealth LLC | 0.17% | — | 2,728 | $250K |
| Alhambra Investment Management LLC | 0.14% | No change | 2,716 | $249K |
| Simon Quick Advisors, LLC | 0.02% | New | 2,687 | $247K |
| Cramer Rosenthal McGlynn LLC | 0.01% | New | 2,683 | $246K |
| Procyon Advisors, LLC | 0.02% | New | 2,643 | $243K |
| Significant Wealth Partners LLC | 0.14% | Reduce -66.5% | 2,635 | $242K |
| Ehrlich Financial Group | 0.19% | Reduce -87.9% | 2,616 | $240K |
| Secure Asset Management, LLC | 0.05% | Reduce -0.3% | 2,592 | $238K |
| Atlas Capital Advisors Inc. | 0.03% | New | 2,576 | $236K |
| Jacobson & Schmitt Advisors, LLC | 0.05% | New | 2,561 | $235K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -12.4% | 2,548 | $234K |
| United Advisor Group, LLC | 0.07% | New | 2,537 | $233K |
| Empirical Asset Management, LLC | 0.09% | New | 2,521 | $231K |
| Stratos Investment Management, LLC | 0.02% | Reduce -52.5% | 2,510 | $230K |
| Unique Wealth, LLC | 0.06% | No change | 2,477 | $227K |
| Greenwich Wealth Management LLC | 0.02% | New | 2,470 | $227K |
| WealthBridge Capital Management, LLC | 0.07% | New | 2,435 | $223K |
| Advisor OS, LLC | 0.02% | Reduce -80.3% | 2,414 | $222K |
| Osborne Partners Capital Management, LLC | 0.01% | New | 2,361 | $217K |
| LPWM LLC | 0.07% | New | 2,350 | $215K |
| Fielder Capital Group LLC | 0.08% | New | 2,340 | $215K |
| Latitude Advisors, LLC | 0.13% | Add +3.1% | 2,332 | $214K |
| Baker Tilly Wealth Management, LLC | 0.09% | New | 2,315 | $212K |
| Florida Financial Advisors, LLC | 0.13% | New | 2,311 | $212K |
| B&D White Capital Company, LLC | 0.04% | No change | 2,288 | $210K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 2,287 | $210K |
| Jones Financial Companies LLLP | 0.00% | New | 2,285 | $210K |
| Ignite Planners, LLC | 0.05% | New | 2,261 | $207K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.9% | 2,244 | $205K |
| Fiducient Advisors LLC | 0.03% | Add +1.2% | 2,233 | $205K |
| Relative Value Partners Group, LLC | 0.03% | New | 2,230 | $205K |
| Lake Street Private Wealth, LLC | 0.03% | Add +1.3% | 2,230 | $205K |
| Whitaker-Myers Wealth Managers, LTD. | 0.08% | New | 2,229 | $205K |
| Parker Financial LLC | 0.11% | Reduce -8.4% | 2,186 | $204K |
| Advocate Group LLC | 0.04% | New | 2,219 | $204K |
| One Plus One Wealth Management, LLC | 0.12% | Reduce -76.8% | 2,218 | $204K |
| Oldfather Financial Services, LLC | 0.08% | Reduce -3.0% | 2,215 | $203K |
| Maia Wealth LLC | 0.06% | — | 2,218 | $203K |
| Redwood Investment Management, LLC | 0.02% | New | 2,207 | $203K |
| Hart & Patterson Financial Group LLC | 0.10% | Reduce -1.6% | 2,208 | $203K |
| Cary Street Partners Asset Management LLC | 0.03% | Reduce -1.2% | 2,200 | $202K |
| Fayez Sarofim & Co | 0.00% | No change | 2,200 | $202K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | New | 2,193 | $201K |
| Flputnam Investment Management Co. | 0.00% | Reduce -73.9% | 2,191 | $201K |
| Invst, LLC | 0.02% | Reduce -0.5% | 2,196 | $201K |
| Cape Investment Advisory, Inc. | 0.09% | Add +8.7% | 2,185 | $201K |
| Cottage Street Advisors LLC | 0.12% | No change | 2,185 | $201K |
| K.J. Harrison & Partners Inc | 0.03% | New | 2,184 | $200K |
| Q3 Asset Management | 0.05% | Reduce -0.7% | 2,183 | $200K |
| Parkside Financial Bank & Trust | 0.03% | Add +2.5% | 2,050 | $188K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | New | 2,001 | $184K |
| Atticus Wealth Management, LLC | 0.06% | Reduce -30.0% | 1,954 | $179K |
| Toronto Dominion Bank | 0.00% | Add +2829.2% | 1,904 | $175K |
| AdvisorNet Financial, Inc | 0.02% | Add +9.3% | 1,863 | $171K |
| Godsey & Gibb, Inc. | 0.02% | Reduce -1.7% | 1,804 | $166K |
| Angeles Wealth Management, LLC | 0.01% | Add +0.5% | 1,708 | $157K |
| Riggs Asset Managment Co. Inc. | 0.04% | New | 1,525 | $140K |
| Highline Wealth Partners LLC | 0.05% | Reduce -66.0% | 1,495 | $137K |
| Thomas J. Herzfeld Advisors, Inc. | 0.04% | No change | 1,369 | $126K |
| Mitchell Sinkler & Starr | 0.03% | Reduce -41.7% | 1,357 | $124K |
| Consultiva Wealth Management, Corp. | 1.12% | No change | 1,342 | $123K |
| Bogart Wealth, LLC | 0.01% | Add +180.0% | 1,288 | $118K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -40.5% | 1,281 | $118K |
| Friedenthal Financial | 0.07% | Reduce -48.1% | 1,251 | $115K |
| Clean Yield Group | 0.04% | No change | 1,183 | $109K |
| Fortitude Family Office, LLC | 0.06% | New | 1,150 | $106K |
| Fifth Third Bancorp | 0.00% | Reduce -67.2% | 1,100 | $101K |
| Hollencrest Capital Management | 0.00% | New | 1,098 | $101K |
| MGB Wealth Management, LLC | 0.04% | Reduce -4.3% | 1,100 | $101K |
| Prudential PLC | 0.00% | New | 1,090 | $100K |
| Institutional & Family Asset Management, LLC | 0.02% | Reduce -74.0% | 1,071 | $98K |
| Key Financial Inc | 0.02% | Add +0.2% | 1,012 | $93K |
| Bessemer Group Inc. | 0.00% | Add +6921.4% | 983 | $90K |
| Ogorek Anthony Joseph /NY/ | 0.03% | New | 973 | $89K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +474.4% | 965 | $89K |
| Matrix Trust Co | 0.02% | New | 949 | $87K |
| Nemes Rush Group LLC | 0.01% | Add +156.1% | 940 | $86K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 894 | $82K |
| Chris Bulman Inc | 0.06% | — | 887 | $81K |
| Raffa Wealth Management, LLC | 0.02% | Add +1.3% | 775 | $71K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +1.3% | 768 | $70K |
| Lowe Wealth Advisors, LLC | 0.03% | Add +99.5% | 758 | $70K |
| Innealta Capital, LLC | 0.02% | New | 720 | $66K |
| Crewe Advisors LLC | 0.01% | Reduce -20.1% | 710 | $65K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +1.2% | 674 | $62K |
| Ancora Advisors LLC | 0.00% | No change | 662 | $61K |
| Hobbs Group Advisors, LLC | 0.02% | — | 654 | $60K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1520.0% | 648 | $59K |
| GFS Advisors, LLC | 0.01% | New | 77,800 | $56K |
| Marquette Asset Management, LLC | 0.01% | Reduce -57.3% | 565 | $52K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.4% | 565 | $52K |
| Winthrop Capital Management, LLC | 0.03% | No change | 559 | $51K |
| WR Wealth Planners, LLC | 0.02% | New | 551 | $51K |
| Kozak & Associates, Inc. | 0.01% | No change | 490 | $45K |
| Anfield Capital Management, LLC | 0.02% | No change | 464 | $43K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | New | 459 | $42K |
| Triad Wealth Partners, LLC | 0.02% | New | 452 | $41K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -38.8% | 446 | $41K |
| REAP Financial Group, LLC | 0.01% | Reduce -7.0% | 441 | $40K |
| NFSG Corp | 0.01% | Reduce -77.0% | 422 | $39K |
| Sachetta, LLC | 0.02% | New | 421 | $39K |
| Main Street Group, LTD | 0.02% | Reduce -35.4% | 420 | $38K |
| Atwood & Palmer Inc. | 0.00% | No change | 400 | $37K |
| Clear Point Advisors Inc. | 0.03% | Add +1.3% | 379 | $35K |
| Colonial Trust Co / SC | 0.01% | Add +51.5% | 347 | $32K |
| Longfellow Investment Management Co. LLC | 0.01% | Reduce -31.5% | 337 | $31K |
| Balentine LLC | 0.00% | No change | 335 | $31K |
| Chilton Capital Management LLC | 0.00% | Add +669.2% | 300 | $28K |
| Smartleaf Asset Management LLC | 0.00% | Add +16.6% | 274 | $25K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $24K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 252 | $23K |
| GoalVest Advisory LLC | 0.01% | No change | 245 | $22K |
| Sandy Spring Bank | 0.00% | New | 231 | $21K |
| Versant Capital Management, Inc | 0.01% | No change | 230 | $21K |
| Ridgewood Investments LLC | 0.01% | New | 227 | $21K |
| Mather Group, Llc. | 0.00% | Reduce -68.3% | 202 | $19K |
| SWS Partners | 0.01% | New | 186 | $17K |
| ESL Trust Services, LLC | 0.00% | New | 176 | $16K |
| Family Asset Management, LLC | 0.01% | New | 170 | $16K |
| Signaturefd, LLC | 0.00% | Reduce -90.8% | 170 | $16K |
| Pittenger & Anderson Inc. | 0.00% | No change | 168 | $15K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 158 | $14K |
| Lanark Financial, Inc. | 0.00% | Reduce -60.4% | 157 | $14K |
| Main Management ETF Advisors, LLC | 0.00% | No change | 150 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 150 | $14K |
| Janiczek Wealth Management, LLC | 0.00% | Reduce -52.7% | 149 | $14K |
| Dagco, Inc. | 0.01% | No change | 145 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +140.0% | 144 | $13K |
| Avion Wealth | 0.00% | No change | 152 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -31.8% | 131 | $12K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 118 | $11K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +28.6% | 117 | $11K |
| LRI Investments, LLC | 0.00% | No change | 107 | $10K |
| Wellington Shields & Co., LLC | 0.00% | No change | 99 | $9K |
| Penserra Capital Management LLC | 0.00% | New | 87 | $8K |
| TCTC Holdings, LLC | 0.00% | Add +7.5% | 86 | $8K |
| Evergreen Private Wealth LLC | 0.00% | No change | 85 | $8K |
| WFA of San Diego, LLC | 0.01% | — | 68 | $6K |
| Spotlight Asset Group, Inc. | 0.00% | No change | 64 | $6K |
| Annapolis Financial Services, LLC | 0.00% | Reduce -61.0% | 64 | $6K |
| Scarborough Advisors, LLC | 0.00% | No change | 58 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +42.4% | 47 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 41 | $4K |
| Nordwand Advisors, LLC | 0.00% | No change | 39 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 38 | $3K |
| Franklin Resources Inc. | 0.00% | Add +1100.0% | 36 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 35 | $3K |
| Abound Wealth Management | 0.00% | New | 28 | $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 |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 17 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 21 | $2K |
| Bokf, NA | 0.00% | No change | 19 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -64.8% | 19 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $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 |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -23.1% | 10 | $918 |
| Tortoise Investment Management, LLC | 0.00% | Add +100.0% | 6 | $551 |
| Signature Resources Capital Management, LLC | 0.00% | Add +66.7% | 5 | $459 |
| IAG Wealth Partners, LLC | 0.00% | New | 2 | $184 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $100 |
"% 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.