SS SPDR BB 1-3M T-Bill ETFBILETF
13F holders, Q3 2024 (September 30)1,042holders +12
103new positions
94sold out
5famous investors
$91.79avg. 13F price*
At the end of Q3 2024, 1,042 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 12 from Q2 2024. 103 opened new positions and 94 sold out. The largest holders were Morgan Stanley ($1.7B), Bank of America Corp. ($1.5B) and LPL Financial LLC ($970.6M). 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 (Q3 2024)
- CUSIP
- 78468R663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $388.7M |
| Exits | 94 | $306.2M |
All 13F filers, Q2 2024 → Q3 2024: 27,069,112 shares bought and 40,897,982 shares sold, net −13,828,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,042 holders
| Morgan Stanley | 0.12% | Add +9.3% | 18,703,073 | $1.7B |
| Bank of America Corp. | 0.13% | Reduce -0.9% | 16,145,967 | $1.5B |
| LPL Financial LLC | 0.43% | Add +6.1% | 10,572,182 | $970.6M |
| Mercer Global Advisors Inc. | 1.79% | Add +1075.8% | 8,351,349 | $763.8M |
| UBS Group AG | 0.16% | Reduce -7.9% | 6,332,245 | $581.4M |
| Envestnet Asset Management Inc. | 0.17% | Reduce -24.8% | 5,672,417 | $520.8M |
| Wells Fargo & Company | 0.13% | Reduce -1.9% | 5,661,884 | $519.8M |
| Royal Bank of Canada | 0.11% | Add +4.8% | 5,360,389 | $492.1M |
| Truist Financial Corp. | 0.76% | Add +1.4% | 5,289,659 | $485.6M |
| Stifel Financial Corp. | 0.45% | Add +5.5% | 4,719,955 | $433.3M |
| Capital Wealth Planning, LLC | 3.24% | Reduce -35.7% | 3,784,490 | $347.5M |
| Capital International Investors | 0.06% | Add +11.7% | 3,380,431 | $310.3M |
| Captrust Financial Advisors | 0.90% | Reduce -12.5% | 3,288,671 | $301.9M |
| Osaic Holdings, Inc. | 0.58% | Reduce -0.1% | 2,822,999 | $259.2M |
| Partners Capital Investment Group, LLP | 3.43% | Add +40.6% | 2,334,628 | $214.3M |
| Beacon Capital Management, Inc. | 8.02% | Reduce -5.9% | 2,095,924 | $192.4M |
| Cetera Investment Advisers | 0.41% | Reduce -35.1% | 2,045,927 | $187.8M |
| Oppenheimer Asset Management Inc. | 2.11% | Reduce -2.6% | 1,908,130 | $175.2M |
| Cwm, LLC | 0.74% | Add +1.4% | 1,864,939 | $171.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.71% | Reduce -13.3% | 1,854,715 | $170.5M |
| Ameriprise Financial Inc. | 0.04% | Reduce -10.1% | 1,776,008 | $163.1M |
| Raymond James Financial Services Advisors, Inc. | 0.16% | Reduce -9.2% | 1,343,741 | $123.4M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Add +5.5% | 1,239,128 | $113.8M |
| Howard Capital Management, LLC | 1.78% | Reduce -21.1% | 1,182,594 | $108.6M |
| Sandhill Capital Partners LLC | 7.67% | Add +30.7% | 1,171,410 | $107.5M |
| Creative Planning | 0.11% | Reduce -1.0% | 1,169,824 | $107.4M |
| Eagle Capital Management LLC | 0.38% | Add +34.5% | 1,118,502 | $102.7M |
| Raymond James & Associates | 0.05% | Reduce -8.4% | 979,557 | $89.9M |
| Dakota Wealth Management | 1.96% | Reduce -14.9% | 941,220 | $86.4M |
| Renaissance Technologies | 0.13% | Add +7.3% | 911,000 | $83.6M |
| Foundations Investment Advisors, LLC | 1.72% | Reduce -41.0% | 893,198 | $82.0M |
| 3EDGE Asset Management, LP | 5.75% | Add +41.6% | 883,527 | $81.1M |
| BlackRock, Inc. | 0.00% | — | 853,844 | $78.4M |
| Private Advisor Group, LLC | 0.49% | Add +7.3% | 852,354 | $78.3M |
| Axxcess Wealth Management, LLC | 1.97% | Add +22.0% | 850,613 | $78.1M |
| Cypress Capital, LLC | 20.04% | Add +13.0% | 846,237 | $77.7M |
| Assetmark, Inc. | 0.21% | Add +48.3% | 805,753 | $74.0M |
| Advisory Services Network, LLC | 1.51% | No change | 796,225 | $73.1M |
| Impact Partnership Wealth, LLC | 16.17% | Reduce -26.7% | 780,612 | $71.7M |
| Agf Management Ltd. | 0.36% | New | 776,527 | $71.3M |
| Capital Asset Advisory Services LLC | 3.50% | Add +22.6% | 764,412 | $70.0M |
| Commonwealth Equity Services, LLC | 0.10% | Add +12.4% | 740,357 | $68.0M |
| Synergy Asset Management, LLC | 9.97% | Add +11.1% | 713,712 | $65.5M |
| MBL Wealth, LLC | 7.05% | Reduce -12.8% | 711,908 | $65.4M |
| HSBC Holdings PLC | 0.04% | Add +23.1% | 672,110 | $61.7M |
| Twelve Points Wealth Management LLC | 19.16% | Add +6.9% | 663,196 | $60.9M |
| Capital Investment Advisory Services, LLC | 5.63% | Add +6.4% | 646,396 | $59.3M |
| Hibernia Wealth Partners, LLC | 20.36% | Add +7.1% | 639,683 | $58.7M |
| Millennium Management | 0.05% | Add +76.8% | 636,201 | $58.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +11.7% | 634,953 | $58.3M |
| Baird Financial Group, Inc. | 0.11% | Add +30.3% | 622,761 | $57.2M |
| Trilogy Capital Inc. | 2.77% | Add +112.9% | 598,019 | $54.9M |
| EP Wealth Advisors, LLC | 0.46% | Add +30.7% | 583,765 | $53.6M |
| Equitable Holdings, Inc. | 0.52% | Add +195.2% | 581,784 | $53.4M |
| Sollinda Capital Management LLC | 14.96% | Add +2.9% | 577,397 | $53.0M |
| Susquehanna International Group, LLP | 0.09% | Add +658.2% | 543,502 | $49.9M |
| Composition Wealth, LLC | 1.13% | Add +13.1% | 530,958 | $48.7M |
| Acorns Advisers, LLC | 0.46% | Add +4.2% | 502,054 | $46.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.9% | 488,666 | $44.9M |
| Salomon & Ludwin, LLC | 4.52% | Add +450.6% | 483,327 | $44.4M |
| First Trust Advisors LP | 0.04% | New | 482,251 | $44.3M |
| Centaurus Financial, Inc. | 2.74% | Add +6.3% | 468,611 | $43.0M |
| Mariner, LLC | 0.08% | Reduce -33.7% | 463,520 | $42.6M |
| Rockefeller Capital Management L.P. | 0.11% | Add +25.6% | 461,725 | $42.4M |
| Scharf Investments, LLC | 1.16% | Reduce -21.4% | 457,679 | $42.0M |
| GTS Securities LLC | 0.82% | Add +230.4% | 446,859 | $41.0M |
| Clear Creek Financial Management, LLC | 4.61% | Add +357.0% | 443,474 | $40.7M |
| St. Louis Financial Planners Asset Management, LLC | 32.24% | Add +201.7% | 443,699 | $40.6M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Reduce -13.0% | 432,013 | $39.7M |
| 12th Street Asset Management Company, LLC | 6.66% | Reduce -25.2% | 430,301 | $39.5M |
| Convergence Financial, LLC | 8.36% | Add +9.9% | 428,820 | $39.4M |
| Atria Wealth Solutions, Inc. | 0.42% | Reduce -11.7% | 424,283 | $39.0M |
| Northstar Group, Inc. | 7.06% | Add +2.2% | 422,448 | $38.8M |
| Lake Street Advisors Group, LLC | 1.79% | Reduce -8.0% | 420,911 | $38.6M |
| HighTower Advisors, LLC | 0.06% | Reduce -15.0% | 410,014 | $37.6M |
| RIA Advisory Group LLC | 13.27% | — | 409,344 | $37.6M |
| Brookstone Capital Management | 0.54% | Add +10.1% | 401,283 | $36.8M |
| Fortis Group Advisors, LLC | 6.76% | Add +16.5% | 398,481 | $36.6M |
| Flow Traders U.S. LLC | 1.82% | New | 391,561 | $35.9M |
| Moneta Group Investment Advisors LLC | 0.52% | Add +3881.2% | 387,885 | $35.6M |
| 49 Wealth Management, LLC | 5.57% | Add +80.0% | 372,554 | $34.2M |
| Natixis Advisors, LLC | 0.07% | Add +4.8% | 369,110 | $33.9M |
| Weaver Capital Management LLC | 10.10% | Add +0.3% | 366,233 | $33.6M |
| Carrera Capital Advisors | 8.14% | Reduce -62.6% | 362,551 | $33.3M |
| Auour Investments LLC | 11.81% | Add +24.0% | 360,111 | $33.0M |
| First Eagle Investment Management, LLC | 0.07% | Add +2.9% | 355,594 | $32.6M |
| Tectonic Advisors LLC | 2.12% | Reduce -17.2% | 351,993 | $32.3M |
| Prostatis Group LLC | 10.35% | Add +2554.0% | 344,433 | $31.6M |
| Milestone Asset Management, LLC | 7.11% | Add +10.7% | 344,061 | $31.6M |
| BNP Paribas Financial Markets | 0.03% | Add +37.4% | 332,764 | $30.6M |
| Freedom Investment Management, Inc. | 2.38% | Reduce -12.0% | 325,724 | $29.9M |
| Alethea Capital Management, LLC | 21.49% | Reduce -10.0% | 324,107 | $29.8M |
| Bridgewealth Advisory Group, LLC | 10.50% | Reduce -2.3% | 314,393 | $28.9M |
| Federation des caisses Desjardins du Quebec | 0.14% | Reduce -0.4% | 313,611 | $28.8M |
| Citigroup Inc. | 0.03% | Reduce -0.4% | 312,507 | $28.7M |
| NorthCoast Asset Management LLC | 0.20% | Add +25.4% | 311,640 | $28.6M |
| Hanover Advisors Inc. | 11.84% | Reduce -1.6% | 307,011 | $28.2M |
| CWA Asset Management Group, LLC | 1.48% | — | 302,617 | $27.8M |
| MML Investors Services, LLC | 0.10% | Reduce -17.2% | 300,789 | $27.6M |
| St. James Investment Company, LLC | 4.51% | Add +67.5% | 290,833 | $26.7M |
| McGuire Investment Group, LLC | 3.76% | Add +47.3% | 290,744 | $26.7M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -10.0% | 289,934 | $26.6M |
| Global Retirement Partners, LLC | 0.80% | Reduce -42.1% | 289,015 | $26.5M |
| Capital World Investors | 0.00% | Reduce -8.5% | 283,461 | $26.0M |
| One Capital Management, LLC | 0.82% | Reduce -52.7% | 281,543 | $25.8M |
| Bell Bank | 3.05% | Reduce -58.8% | 280,803 | $25.8M |
| Keating Investment Counselors Inc. | 7.69% | Add +2.9% | 280,591 | $25.8M |
| EverSource Wealth Advisors, LLC | 1.63% | Add +2.5% | 279,489 | $25.7M |
| Managed Asset Portfolios, LLC | 3.56% | Add +1.6% | 274,727 | $25.2M |
| Gitterman Wealth Management, LLC | 10.41% | Reduce -1.3% | 271,920 | $25.0M |
| Second Half Financial Partners, LLC | 13.20% | Add +0.1% | 271,288 | $24.9M |
| Steward Partners Investment Advisory, LLC | 0.23% | Add +1.1% | 267,283 | $24.5M |
| Econ Financial Services Corp | 13.72% | New | 267,084 | $24.5M |
| Banco Santander, S.A. | 0.29% | Add +4.5% | 263,601 | $24.2M |
| Oppenheimer & Co. Inc. | 0.37% | Add +137.5% | 263,376 | $24.2M |
| Westwood Holdings Group Inc. | 0.19% | Add +0.1% | 262,743 | $24.1M |
| Eagle Rock Investment Company, LLC | 4.01% | Reduce -4.4% | 260,702 | $23.9M |
| Atria Investments, Inc | 0.30% | Reduce -9.3% | 260,041 | $23.9M |
| Running Point Capital Advisors, LLC | 9.19% | Add +15.3% | 258,910 | $23.8M |
| Pacific Capital Wealth Advisors, Inc. | 3.98% | Reduce -20.1% | 258,038 | $23.7M |
| Beacon Financial Group | 2.58% | Reduce -4.4% | 257,912 | $23.7M |
| Sanctuary Advisors, LLC | 0.15% | Reduce -7.9% | 257,744 | $23.6M |
| Strategic Wealth Investment Group, LLC | 2.52% | Add +2008.2% | 257,407 | $23.5M |
| Trek Financial, LLC | 1.76% | Reduce -23.7% | 256,179 | $23.5M |
| Udine Wealth Management, Inc. | 16.59% | Add +1.2% | 256,153 | $23.5M |
| RFG Advisory, LLC | 0.71% | Reduce -12.1% | 254,587 | $23.4M |
| Clarkston Capital Partners, LLC | 0.42% | Add +35.0% | 251,448 | $23.1M |
| Prudential Financial Inc. | 0.03% | Reduce -7.0% | 251,443 | $23.1M |
| Mutual Advisors, LLC | 0.67% | Add +15.1% | 251,236 | $23.0M |
| Donoghue Forlines LLC | 6.52% | New | 249,011 | $22.9M |
| NewEdge Advisors, LLC | 0.15% | Add +64.0% | 247,494 | $22.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -4.3% | 246,053 | $22.6M |
| USA Financial Formulas | 3.49% | Add +2.6% | 244,578 | $22.5M |
| Fort Point Capital Partners LLC | 2.79% | Reduce -13.9% | 242,680 | $22.3M |
| Saratoga Research & Investment Management | 0.97% | New | 242,150 | $22.2M |
| Berkshire Money Management, Inc. | 2.54% | Add +3.5% | 241,798 | $22.2M |
| Altfest L J & Co. Inc. | 2.91% | Add +43.1% | 237,804 | $21.8M |
| Bank of Montreal | 0.01% | Reduce -43.3% | 234,780 | $21.6M |
| Ashton Thomas Private Wealth, LLC | 1.14% | Add +25.6% | 233,338 | $21.4M |
| Full Sail Capital, LLC | 1.36% | Reduce -2.2% | 231,981 | $21.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.76% | Reduce -0.6% | 225,424 | $20.7M |
| Financial & Tax Architects, LLC | 5.32% | Reduce -2.5% | 225,398 | $20.7M |
| Jim Saulnier & Associates, LLC | 19.72% | — | 219,729 | $20.2M |
| Ausdal Financial Partners, Inc. | 1.97% | Add +35.0% | 206,126 | $18.9M |
| &partners | 0.36% | Add +196.0% | 205,577 | $18.9M |
| Jacobi Capital Management LLC | 1.42% | Add +2.6% | 204,781 | $18.8M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -51.0% | 201,230 | $18.5M |
| Bank of New York Mellon Corp | 0.00% | Add +1.5% | 201,000 | $18.5M |
| Strategic Investment Advisors / MI | 2.02% | Add +25.6% | 200,383 | $18.4M |
| Coppell Advisory Solutions LLC | 2.68% | Add +16.6% | 198,585 | $18.2M |
| Orion Porfolio Solutions, LLC | 0.18% | Reduce -62.4% | 197,860 | $18.2M |
| Orion Portfolio Solutions, LLC | 0.18% | Reduce -62.4% | 197,860 | $18.2M |
| Sprott Inc. | 1.16% | Reduce -26.6% | 197,329 | $18.1M |
| Teamwork Financial Advisors, LLC | 2.49% | Add +46.3% | 195,889 | $18.0M |
| Verdence Capital Advisors LLC | 1.42% | Add +84.8% | 194,009 | $17.8M |
| Oliver Lagore Vanvalin Investment Group | 4.71% | Reduce -2.7% | 192,010 | $17.6M |
| Silverleafe Capital Partners, LLC | 6.17% | Reduce -1.1% | 190,233 | $17.5M |
| Cornerstone Investment Partners, LLC | 0.86% | Add +0.5% | 190,177 | $17.5M |
| Tompkins Financial Corp. | 1.67% | Add +130.1% | 189,704 | $17.4M |
| Brasada Capital Management, LP | 3.01% | Reduce -25.8% | 188,156 | $17.2M |
| Gradient Investments LLC | 0.36% | Reduce -14.6% | 187,428 | $17.2M |
| Client First Capital LLC | 9.38% | Add +40.8% | 184,847 | $17.0M |
| Janney Montgomery Scott LLC | 0.05% | Add +10.9% | 182,066 | $16.7M |
| Zacks Investment Management | 0.14% | Reduce -36.4% | 181,900 | $16.7M |
| Three Seasons Wealth, LLC | 8.67% | New | 179,553 | $16.5M |
| Belpointe Asset Management LLC | 0.98% | Add +8.7% | 177,233 | $16.3M |
| RPS Advisory Solutions LLC | 11.56% | Add +83.0% | 175,870 | $16.1M |
| NDWM LLC | 13.28% | Add +1.6% | 175,468 | $16.1M |
| BML Capital Management, LLC | 9.45% | Reduce -12.5% | 175,000 | $16.1M |
| Richard Bernstein Advisors LLC | 0.34% | Reduce -1.6% | 173,974 | $16.0M |
| Strategic Advisors LLC | 2.98% | Reduce -4.4% | 173,924 | $16.0M |
| Private Portfolio Partners LLC | 2.99% | Add +13.1% | 173,866 | $16.0M |
| National Bank of Canada | 0.02% | Reduce -32.1% | 172,469 | $15.8M |
| McNamara Financial Services, Inc. | 3.08% | Reduce -5.2% | 170,203 | $15.6M |
| Private Wealth Group, LLC | 7.79% | Add +0.3% | 169,816 | $15.6M |
| Choate Investment Advisors | 0.39% | Reduce -42.9% | 168,627 | $15.5M |
| Strategic Financial Concepts, LLC | 4.90% | Reduce -98.9% | 167,420 | $15.4M |
| Winch Advisory Services, LLC | 4.21% | Add +0.1% | 165,800 | $15.2M |
| Arete Wealth Advisors, LLC | 1.30% | Add +73.4% | 165,397 | $15.2M |
| Townsquare Capital LLC | 0.18% | Reduce -5.7% | 164,959 | $15.1M |
| G&S Capital LLC | 6.34% | Add +30.7% | 164,548 | $15.1M |
| Wealthfront Advisers LLC | 0.05% | Add +1.1% | 161,267 | $14.8M |
| Park Avenue Securities LLC | 0.17% | Add +163.0% | 161,208 | $14.8M |
| Stratos Wealth Advisors, LLC | 0.68% | Reduce -2.0% | 160,661 | $14.8M |
| TKG Advisors, LLC | 7.21% | Add +15.4% | 159,187 | $14.6M |
| IHT Wealth Management, LLC | 0.41% | Add +107.8% | 157,020 | $14.4M |
| Focused Wealth Management, Inc | 1.93% | Reduce -27.3% | 155,931 | $14.3M |
| Curran Financial Partners, LLC | 4.06% | New | 155,862 | $14.3M |
| Clearstead Trust, LLC | 3.41% | Add +1.0% | 155,368 | $14.3M |
| Allworth Financial LP | 0.09% | Add +1.9% | 154,870 | $14.2M |
| Clarity Financial LLC | 1.67% | Add +14.3% | 154,824 | $14.2M |
| First Wilshire Securities Management Inc. | 3.98% | Reduce -25.6% | 154,390 | $14.2M |
| Sanctuary Wealth Management, L.L.C. | 10.12% | Reduce -8.2% | 154,184 | $14.2M |
| NorthRock Partners, LLC | 0.47% | Reduce -7.8% | 154,000 | $14.1M |
| Integrated Advisors Network LLC | 0.68% | Add +4.1% | 153,509 | $14.1M |
| Shufro Rose & Co. LLC | 1.15% | No change | 153,296 | $14.1M |
| Apriem Advisors | 1.62% | Reduce -60.5% | 151,216 | $13.9M |
| Concurrent Investment Advisors, LLC | 0.41% | Add +106.1% | 151,155 | $13.9M |
| Saiph Capital, LLC | 6.38% | Reduce -6.3% | 147,712 | $13.6M |
| B&D White Capital Company, LLC | 2.31% | Add +6271.9% | 145,788 | $13.4M |
| Titan Managers, LLC | 20.99% | Add +1.6% | 145,414 | $13.4M |
| Modern Wealth Management, LLC | 0.82% | Reduce -12.9% | 145,350 | $13.3M |
| Quadrature Capital Ltd | 0.30% | New | 143,287 | $13.2M |
| KilterHowling LLC | 8.25% | Add +5.1% | 143,096 | $13.1M |
| Ieq Capital, LLC | 0.16% | Reduce -8.4% | 142,805 | $13.1M |
| Roundview Capital LLC | 0.94% | Add +26.6% | 141,052 | $12.9M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -44.7% | 140,880 | $12.9M |
| Austin Wealth Management, LLC | 2.83% | Add +6.7% | 140,940 | $12.9M |
| Delta Investment Management, LLC | 2.57% | Reduce -78.6% | 137,081 | $12.6M |
| GenTrust, LLC | 0.61% | Reduce -7.2% | 136,490 | $12.5M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +28.9% | 136,485 | $12.5M |
| DBK Financial Counsel, LLC | 12.51% | Add +11.2% | 134,842 | $12.4M |
| Comerica Bank | 0.05% | Reduce -2.7% | 134,522 | $12.4M |
| Great Valley Advisor Group, Inc. | 0.30% | Add +3.8% | 133,114 | $12.2M |
| Concord Wealth Partners | 2.03% | Add +2.3% | 132,231 | $12.1M |
| Concord Asset Management, LLC | 2.73% | Add +5.6% | 131,753 | $12.1M |
| Titleist Asset Management, LLC | 1.75% | Reduce -2.6% | 131,684 | $12.1M |
| Legacy Investment Solutions, LLC | 7.37% | — | 131,716 | $12.1M |
| Legacy Wealth Managment, LLC | 7.37% | — | 131,716 | $12.1M |
| Inscription Capital, LLC | 1.80% | Reduce -2.5% | 131,342 | $12.1M |
| Strategic Wealth Partners, Ltd. | 1.15% | Reduce -30.1% | 130,506 | $12.0M |
| FSC Wealth Advisors, LLC | 8.35% | Reduce -1.4% | 126,735 | $11.6M |
| Occidental Asset Management, LLC | 1.88% | New | 126,578 | $11.6M |
| Hofer & Associates. Inc | 7.93% | New | 125,128 | $11.5M |
| Bank of Nova Scotia | 0.02% | Reduce -82.3% | 124,297 | $11.4M |
| Kingsview Wealth Management, LLC | 0.24% | Add +14.5% | 123,557 | $11.3M |
| Marshfield Associates | 0.24% | Reduce -1.6% | 122,961 | $11.3M |
| Rehmann Capital Advisory Group | 0.73% | Add +79.1% | 122,179 | $11.2M |
| Norris Financial Group, LLC | 5.46% | Add +0.5% | 120,836 | $11.1M |
| Beacon Pointe Advisors, LLC | 0.13% | Reduce -34.5% | 119,718 | $11.0M |
| Capital Wealth Alliance, LLC | 6.32% | Add +86.2% | 118,275 | $10.9M |
| Flagship Harbor Advisors, LLC | 0.59% | Add +138.5% | 117,604 | $10.8M |
| Treasure Coast Financial Planning | 6.64% | Add +2.5% | 117,088 | $10.7M |
| Founders Financial Securities LLC | 0.98% | Add +2.9% | 116,008 | $10.7M |
| Cresset Asset Management, LLC | 0.04% | Reduce -8.0% | 114,569 | $10.5M |
| FMR LLC | 0.00% | Reduce -77.1% | 113,506 | $10.4M |
| Lakewood Asset Management LLC | 7.11% | Reduce -2.5% | 113,365 | $10.4M |
| Virtue Capital Management, LLC | 2.06% | Reduce -10.1% | 112,299 | $10.3M |
| Bison Wealth, LLC | 1.63% | Add +54.5% | 111,551 | $10.2M |
| Iams Wealth Management, LLC | 5.01% | Reduce -4.0% | 111,208 | $10.2M |
| Donald L. Hagan, LLC | 5.19% | Add +12.3% | 110,707 | $10.2M |
| Richmond Brothers, Inc. | 6.22% | New | 109,923 | $10.1M |
| Financial Advocates Investment Management | 0.57% | Reduce -48.9% | 108,809 | $10.0M |
| Park Edge Advisors, LLC | 2.84% | Reduce -24.7% | 108,345 | $9.9M |
| Capital Research Global Investors | 0.00% | Add +71.8% | 105,568 | $9.7M |
| GM Advisory Group, LLC | 0.58% | Add +82.1% | 105,040 | $9.6M |
| First Financial Bankshares Inc | 0.20% | Add +3.5% | 103,277 | $9.5M |
| IMA Advisory Services, Inc. | 2.06% | Reduce -38.5% | 102,898 | $9.4M |
| Malaga Cove Capital, LLC | 3.79% | Add +406.3% | 102,744 | $9.4M |
| Synovus Financial Corp. | 0.11% | Add +222.6% | 101,861 | $9.4M |
| Vivid Wealth Management, LLC | 4.85% | Add +9.9% | 101,182 | $9.3M |
| Elevation Capital Advisory, LLC | 4.09% | Add +25.6% | 100,925 | $9.3M |
| US Financial Advisors, LLC | 2.88% | Add +0.4% | 100,574 | $9.2M |
| Leading Edge Financial Planning LLC | 3.09% | Add +0.7% | 100,564 | $9.2M |
| Palogic Value Management, L.P. | 3.73% | No change | 100,098 | $9.2M |
| Sterling Investment Management, LLC | 6.89% | Reduce -2.0% | 98,940 | $9.1M |
| MRA Advisory Group | 4.94% | Add +11.2% | 98,379 | $9.0M |
| PFG Investments, LLC | 0.57% | Add +17.3% | 96,649 | $8.9M |
| Trivium Point Advisory, LLC | 1.23% | Reduce -2.8% | 96,141 | $8.8M |
| AQR Capital Management | 0.01% | New | 95,721 | $8.8M |
| Mgo One Seven LLC | 0.38% | Add +8.3% | 94,752 | $8.7M |
| CPR Investments Inc. | 8.17% | Add +2.8% | 94,212 | $8.6M |
| Abich Financial Wealth Management LLC | 19.28% | Reduce -86.9% | 93,440 | $8.6M |
| Smart Money Group LLC | 3.03% | Add +5.3% | 92,601 | $8.5M |
| IFG Advisory, LLC | 0.54% | Reduce -46.6% | 92,520 | $8.5M |
| Stelac Advisory Services LLC | 3.44% | Add +21.5% | 92,466 | $8.5M |
| Private Management Group Inc. | 0.30% | Add +2.0% | 91,817 | $8.4M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Reduce -40.7% | 91,258 | $8.4M |
| Capital Advisors, Ltd. LLC | 1.03% | Add +7.3% | 90,251 | $8.3M |
| Paragon Capital Management Inc. | 6.04% | Reduce -8.1% | 89,209 | $8.2M |
| Exchange Traded Concepts, LLC | 0.19% | Reduce -7.1% | 88,574 | $8.1M |
| Ranch Capital Advisors Inc. | 3.81% | Add +11.5% | 87,921 | $8.1M |
| Everstar Asset Management, LLC | 5.47% | — | 86,965 | $8.0M |
| Citadel Advisors | 0.01% | Reduce -29.1% | 86,940 | $8.0M |
| CoreCap Advisors, LLC | 0.37% | Reduce -13.4% | 85,913 | $7.9M |
| AE Wealth Management LLC | 0.07% | Reduce -2.4% | 85,846 | $7.9M |
| Jefferies Financial Group Inc. | 0.14% | Reduce -23.6% | 85,808 | $7.9M |
| Worth Asset Management, LLC | 4.28% | Reduce -20.1% | 85,629 | $7.9M |
| Sargent Investment Group, LLC | 1.41% | Add +1.2% | 85,564 | $7.9M |
| Stableford Capital II LLC | 3.13% | Reduce -44.1% | 85,448 | $7.8M |
| Hilton Capital Management, LLC | 0.61% | Reduce -40.2% | 85,055 | $7.8M |
| Guidance Capital, Inc. | 2.42% | Add +6.8% | 84,502 | $7.7M |
| Pasadena Private Wealth, LLC | 1.62% | Add +17.3% | 82,873 | $7.6M |
| Morgan Dempsey Capital Management LLC | 2.58% | Reduce -15.3% | 81,893 | $7.5M |
| West Financial Advisors, LLC | 1.45% | Add +20.3% | 81,690 | $7.5M |
| Founders Financial Alliance, LLC | 2.09% | Add +4.2% | 81,620 | $7.5M |
| Bleakley Financial Group, LLC | 0.23% | Reduce -53.1% | 81,611 | $7.5M |
| Kohmann Bosshard Financial Services, LLC | 0.93% | Add +10.5% | 81,450 | $7.5M |
| Tempus Wealth Planning, LLC | 2.73% | Reduce -8.9% | 81,307 | $7.5M |
| Epoch Investment Partners, Inc. | 0.03% | Add +601.8% | 80,896 | $7.4M |
| Ameritas Advisory Services, LLC | 0.32% | Add +4.7% | 80,145 | $7.4M |
| Graves Light Lenhart Wealth, Inc. | 0.90% | Add +16.5% | 79,978 | $7.3M |
| Creekmur Asset Management LLC | 1.72% | Add +2.3% | 79,790 | $7.3M |
| WCG Wealth Advisors LLC | 0.49% | Add +16.5% | 79,518 | $7.3M |
| Boomfish Wealth Group, LLC | 4.43% | Reduce -6.4% | 78,643 | $7.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -56.3% | 78,042 | $7.2M |
| Silver Oak Securities, Incorporated | 0.75% | New | 79,151 | $7.1M |
| Strategic Blueprint, LLC | 0.44% | Reduce -1.2% | 77,475 | $7.1M |
| Luken Investment Analytics, LLC | 3.27% | Reduce -7.0% | 77,458 | $7.1M |
| Independent Financial Group, LLC | 0.26% | Reduce -21.8% | 76,895 | $7.1M |
| Geneos Wealth Management Inc. | 0.27% | Add +1.5% | 76,391 | $7.0M |
| Vishria Bird Financial Group, LLC | 2.66% | Add +100.3% | 76,355 | $7.0M |
| Benedict Financial Advisors Inc. | 1.64% | Add +17.5% | 75,762 | $7.0M |
| GeoWealth Management, LLC | 0.24% | Reduce -30.6% | 75,589 | $6.9M |
| Guild Investment Management, Inc. | 7.60% | Add +28.4% | 75,234 | $6.9M |
| MCF Advisors LLC | 0.48% | Reduce -1.3% | 75,182 | $6.9M |
| L.M. Kohn & Company | 1.73% | Reduce -27.9% | 74,232 | $6.8M |
| United Capital Financial Advisors, LLC | 0.06% | Add +11.7% | 73,434 | $6.7M |
| Private Client Services, LLC | 3.60% | Reduce -22.1% | 72,957 | $6.7M |
| Fortis Capital Advisors, LLC | 2.24% | Reduce -38.1% | 72,917 | $6.7M |
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -47.9% | 72,738 | $6.7M |
| Greenfield Seitz Capital Management, LLC | 2.43% | Reduce -7.5% | 72,300 | $6.6M |
| Two Sigma Securities, LLC | 0.52% | Add +255.9% | 71,375 | $6.6M |
| Channel Wealth LLC | 2.15% | Reduce -18.2% | 70,978 | $6.5M |
| Freestate Advisors LLC | 6.77% | — | 70,902 | $6.5M |
| Rosenberg Matthew Hamilton | 1.70% | Reduce -13.7% | 70,595 | $6.5M |
| Jordan Park Group LLC | 0.44% | Reduce -83.9% | 69,881 | $6.4M |
| GFI Investment Counsel Ltd. | 0.74% | Add +1.0% | 69,863 | $6.4M |
| Archford Capital Strategies, LLC | 0.96% | Add +2.5% | 69,446 | $6.4M |
| First International Bank & Trust | 2.03% | Add +0.6% | 68,981 | $6.3M |
| Ami Asset Management Corp. | 0.34% | New | 68,013 | $6.2M |
| Meridian Wealth Management, LLC | 0.31% | Add +15.4% | 67,843 | $6.2M |
| Beam Wealth Advisors, Inc. | 1.89% | Add +1.6% | 67,822 | $6.2M |
| Stiles Financial Services Inc | 2.19% | Add +1861.0% | 67,577 | $6.2M |
| Diversified Portfolios, Inc. | 0.64% | Add +1534.2% | 67,004 | $6.2M |
| Willow Creek Wealth Management Inc. | 0.65% | Add +1.6% | 66,863 | $6.1M |
| CapWealth Advisors, LLC | 0.67% | Reduce -18.1% | 66,452 | $6.1M |
| Fagan Associates, Inc. | 1.01% | Add +5.7% | 65,657 | $6.0M |
| Cibc World Market Inc. | 0.01% | Reduce -70.8% | 65,629 | $6.0M |
| CMC Financial Group | 8.85% | New | 65,562 | $6.0M |
| Hilltop Holdings Inc. | 0.38% | Add +19.7% | 64,079 | $5.9M |
| Retireful, LLC | 4.33% | Reduce -16.1% | 63,757 | $5.9M |
| National Wealth Management Group, LLC | 3.95% | Add +134.1% | 63,596 | $5.8M |
| Ceera Investments, LLC | 2.19% | Add +74.5% | 63,364 | $5.8M |
| Cerity Partners LLC | 0.01% | Reduce -29.9% | 62,895 | $5.8M |
| Webster Bank, N. A. | 0.61% | Reduce -1.2% | 62,884 | $5.8M |
| Harbor Investment Advisory, LLC | 0.56% | Add +22.0% | 62,181 | $5.7M |
| Lumbard & Kellner, LLC | 2.50% | Add +1.9% | 61,790 | $5.7M |
| Advisors Preferred, LLC | 0.85% | Add +15.4% | 61,020 | $5.6M |
| Kingswood Wealth Advisors, LLC | 0.39% | Add +238.3% | 60,059 | $5.5M |
| Good Life Advisors, LLC | 0.34% | Reduce -26.6% | 59,862 | $5.5M |
| Csenge Advisory Group | 0.28% | Add +13.2% | 59,034 | $5.4M |
| NorthCrest Asset Manangement, LLC | 0.16% | Reduce -36.2% | 58,815 | $5.4M |
| Focus Partners Wealth | 0.02% | Reduce -49.7% | 57,754 | $5.4M |
| Aspire Private Capital, LLC | 1.28% | Add +52.5% | 58,541 | $5.4M |
| Islay Capital Management, LLC | 3.61% | Add +174.3% | 58,133 | $5.3M |
| DAVENPORT & Co LLC | 0.03% | Reduce -17.5% | 57,992 | $5.3M |
| Insight 2811, Inc. | 2.64% | Reduce -10.3% | 57,859 | $5.3M |
| IFP Advisors, Inc | 0.19% | Reduce -7.4% | 57,761 | $5.3M |
| Legacy Capital Group California, Inc. | 1.76% | Add +8.3% | 57,636 | $5.3M |
| Moulton Wealth Management, Inc. | 4.39% | Add +14.6% | 57,558 | $5.3M |
| Oxford Wealth Group, LLC | 4.23% | Add +70.5% | 56,580 | $5.2M |
| Falcon Wealth Planning | 0.61% | Reduce -57.9% | 56,294 | $5.2M |
| Unison Advisors LLC | 0.62% | Reduce -8.3% | 55,763 | $5.1M |
| Crestwood Advisors Group, LLC | 0.10% | Add +4.5% | 55,668 | $5.1M |
| Parkwood LLC | 0.62% | Reduce -82.3% | 55,520 | $5.1M |
| Brown Advisory Inc. | 0.01% | New | 55,428 | $5.1M |
| Professional Financial Advisors, LLC | 1.32% | Add +0.5% | 55,358 | $5.1M |
| Wheelhouse Advisory Group LLC | 3.24% | Add +1.1% | 54,860 | $5.0M |
| Clearstead Advisors, LLC | 0.08% | Reduce -48.9% | 54,837 | $5.0M |
| MN Wealth Advisors, LLC | 2.84% | Reduce -43.6% | 54,455 | $5.0M |
| Intrepid Financial Planning Group LLC | 2.11% | Reduce -3.9% | 53,678 | $4.9M |
| Robinswood Financial LLC | 1.83% | Add +42.2% | 53,675 | $4.9M |
| Corient Private Wealth LP | 0.01% | Reduce -28.7% | 53,432 | $4.9M |
| JT Stratford LLC | 0.84% | Reduce -27.6% | 53,414 | $4.9M |
| Palouse Capital Management, Inc. | 3.06% | Reduce -2.2% | 52,822 | $4.8M |
| Fiduciary Financial Group, LLC | 1.11% | Add +3.6% | 52,684 | $4.8M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.83% | Reduce -2.4% | 52,602 | $4.8M |
| Perennial Investment Advisors, LLC | 0.62% | Reduce -7.3% | 52,329 | $4.8M |
| Stokes Family Office, LLC | 0.52% | Add +4.5% | 51,743 | $4.8M |
| Horizon Investments, LLC | 0.13% | Add +1.6% | 51,905 | $4.7M |
| J.Safra Asset Management Corp | 0.45% | Reduce -36.1% | 51,110 | $4.7M |
| HRT Financial LP | 0.02% | Reduce -21.8% | 50,468 | $4.6M |
| Schroder Investment Management Group | 0.00% | Reduce -52.4% | 50,126 | $4.6M |
| TD Waterhouse Canada Inc. | 0.04% | Add +60.6% | 50,211 | $4.6M |
| Vickerman Investment Advisors, Inc. | 1.34% | Add +2.2% | 49,660 | $4.6M |
| Long Run Wealth Advisors, LLC | 1.07% | Reduce -30.4% | 49,322 | $4.5M |
| Smith, Moore & Co. | 0.43% | Reduce -2.8% | 49,229 | $4.5M |
| Hedeker Wealth, LLC | 1.20% | Reduce -10.3% | 49,119 | $4.5M |
| Sowell Financial Services LLC | 0.21% | Add +154.5% | 48,862 | $4.5M |
| Net Worth Advisory Group | 1.33% | — | 48,813 | $4.5M |
| Tucker Asset Management LLC | 1.02% | Reduce -49.7% | 47,851 | $4.4M |
| Choreo, LLC | 0.06% | Add +0.1% | 47,664 | $4.4M |
| State Street Corp. | 0.00% | Add +957.0% | 47,630 | $4.4M |
| Benjamin Edwards Inc. | 0.06% | Add +260.3% | 47,549 | $4.4M |
| Sage Mountain Advisors LLC | 0.37% | Reduce -9.3% | 47,533 | $4.4M |
| RiverTree Advisors, LLC | 2.94% | Reduce -9.8% | 47,256 | $4.3M |
| Sovereign Investment Advisors, LLC | 1.42% | Add +3.5% | 47,153 | $4.3M |
| Revisor Wealth Management LLC | 2.69% | Reduce -2.2% | 46,859 | $4.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.65% | Add +21.6% | 46,775 | $4.3M |
| PVG Asset Management Corp. | 17.24% | Add +32.5% | 46,725 | $4.3M |
| Woodley Farra Manion Portfolio Management Inc. | 0.22% | Add +101.8% | 46,667 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +7.3% | 45,923 | $4.2M |
| Coldstream Capital Management Inc. | 0.09% | Reduce -9.3% | 45,707 | $4.2M |
| Quaker Wealth Management, LLC | 1.53% | — | 45,612 | $4.2M |
| Moneco Advisors, LLC | 0.52% | Add +3.3% | 45,368 | $4.2M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -5.8% | 44,803 | $4.1M |
| Cim, LLC | 0.59% | Add +0.1% | 44,633 | $4.1M |
| Quartz Partners, LLC | 2.56% | — | 44,530 | $4.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -11.2% | 43,988 | $4.0M |
| Wedbush Securities Inc. | 0.15% | Reduce -14.0% | 43,935 | $4.0M |
| Jane Street Group, LLC | 0.01% | Reduce -80.4% | 43,479 | $4.0M |
| Vista Investment Management | 1.50% | Add +30.4% | 43,357 | $4.0M |
| Paulson Wealth Management Inc. | 1.05% | Reduce -8.8% | 42,742 | $3.9M |
| Scotia Capital Inc. | 0.02% | Add +3.9% | 42,557 | $3.9M |
| Sicart Associates LLC | 1.37% | Add +30.8% | 42,469 | $3.9M |
| Accurate Wealth Management, LLC | 0.78% | Add +4.3% | 42,555 | $3.9M |
| Focus Financial Network, Inc. | 0.16% | Add +24.2% | 42,464 | $3.9M |
| Stephens Inc. | 0.06% | Reduce -6.3% | 42,265 | $3.9M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -30.1% | 41,125 | $3.8M |
| Savior LLC | 20.87% | Reduce -13.3% | 41,076 | $3.8M |
| Family Manage LLC | 0.62% | Reduce -9.9% | 40,401 | $3.7M |
| Coyle Financial Counsel LLC | 1.29% | Add +31.2% | 40,254 | $3.7M |
| One Day In July LLC | 0.41% | Add +1307.0% | 39,720 | $3.6M |
| KG Capital Management | 1.15% | Add +28.8% | 38,691 | $3.6M |
| Curi Capital, LLC | 0.08% | Reduce -10.9% | 38,562 | $3.5M |
| Certuity, LLC | 0.38% | Reduce -62.3% | 38,363 | $3.5M |
| SP Asset Management LLC | 0.29% | Reduce -11.7% | 38,175 | $3.5M |
| Landmark Wealth Management, Inc. | 1.75% | Add +59.9% | 38,173 | $3.5M |
| Krilogy Financial LLC | 0.24% | Add +258.6% | 37,697 | $3.5M |
| Core Wealth Partners LLC | 2.07% | Reduce -0.9% | 37,216 | $3.4M |
| Lido Advisors, LLC | 0.03% | Reduce -3.1% | 36,746 | $3.4M |
| Lake Hills Wealth Management, LLC | 2.26% | Add +35.5% | 36,706 | $3.4M |
| Fortis Capital Management LLC | 0.67% | Add +35.7% | 36,472 | $3.3M |
| Night Owl Capital Management, LLC | 0.46% | Add +43.3% | 36,284 | $3.3M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -21.4% | 35,864 | $3.3M |
| IPG Investment Advisors LLC | 0.72% | Reduce -47.0% | 35,820 | $3.3M |
| Prairie Sky Financial Group LLC | 1.85% | Add +1.3% | 35,542 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +28.2% | 35,361 | $3.2M |
| TD Private Client Wealth LLC | 0.09% | Add +8.9% | 35,208 | $3.2M |
| Upper Left Wealth Management, LLC | 2.83% | Reduce -24.1% | 35,145 | $3.2M |
| Iron Gate Global Advisors LLC | 0.45% | New | 34,963 | $3.2M |
| Concourse Financial Group Securities, Inc. | 0.19% | Reduce -16.2% | 34,773 | $3.2M |
| PSI Advisors, LLC | 0.93% | Add +1.2% | 34,576 | $3.2M |
| Balboa Wealth Partners | 0.79% | Add +320.4% | 34,255 | $3.1M |
| ArrowMark Colorado Holdings LLC | 0.04% | New | 33,533 | $3.1M |
| FWL Investment Management, LLC | 1.17% | Add +30.8% | 33,404 | $3.1M |
| Stephens Consulting, LLC | 0.78% | Add +24.2% | 33,225 | $3.1M |
| Spire Wealth Management | 0.10% | Reduce -1.6% | 32,903 | $3.0M |
| Balefire, LLC | 1.02% | Reduce -11.2% | 32,878 | $3.0M |
| Eastern Bank | 0.05% | Add +639.3% | 32,729 | $3.0M |
| Boston Standard Wealth Management, LLC | 0.58% | Reduce -12.1% | 32,374 | $3.0M |
| Elm Partners Management LLC | 0.21% | Add +6.6% | 32,279 | $3.0M |
| Sound Income Strategies, LLC | 0.19% | Reduce -55.9% | 31,946 | $2.9M |
| AlphaQ Advisors LLC | 8.19% | Reduce -15.1% | 31,912 | $2.9M |
| Richard W. Paul & Associates, LLC | 1.05% | Reduce -63.7% | 31,767 | $2.9M |
| Crescent Grove Advisors, LLC | 0.30% | Reduce -2.3% | 31,692 | $2.9M |
| Portfolio Design Labs, LLC | 0.81% | Add +1.1% | 31,605 | $2.9M |
| Private Trust Co. NA | 0.29% | Reduce -6.5% | 31,412 | $2.9M |
| Total Investment Management Inc. | 0.32% | New | 31,339 | $2.9M |
| Legacy Capital Wealth Partners, LLC | 0.58% | Reduce -34.2% | 31,338 | $2.9M |
| Tidal Investments LLC | 0.03% | Add +307.6% | 31,029 | $2.8M |
| Forza Wealth Management, LLC | 1.28% | Add +255.4% | 30,441 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +1232.2% | 30,440 | $2.8M |
| Gotham Asset Management | 0.03% | No change | 30,100 | $2.8M |
| J. Safra Sarasin Holding AG | 0.05% | No change | 30,000 | $2.8M |
| Heritage Wealth Partners, LLC | 3.21% | Add +53.6% | 29,759 | $2.7M |
| Sykon Capital LLC | 0.96% | Reduce -54.6% | 29,726 | $2.7M |
| Caitlin John, LLC | 1.75% | Reduce -66.1% | 29,737 | $2.7M |
| Eagle Global Advisors LLC | 0.14% | Reduce -16.6% | 29,665 | $2.7M |
| Kopion Asset Management, LLC | 1.95% | Reduce -4.8% | 29,464 | $2.7M |
| Patten Group, Inc. | 0.60% | Add +30.3% | 29,262 | $2.7M |
| Tillman Hartley LLC | 0.80% | Add +21.9% | 29,241 | $2.7M |
| GAMMA Investing LLC | 0.26% | New | 28,428 | $2.6M |
| Constant Guidance Financial LLC | 2.19% | Reduce -83.4% | 28,133 | $2.6M |
| Cabot Wealth Management Inc. | 0.32% | Reduce -28.9% | 27,933 | $2.6M |
| Yarger Wealth Strategies, LLC | 1.42% | Add +1.2% | 27,928 | $2.6M |
| Meitav Investment House Ltd. | 0.04% | Add +6.8% | 27,810 | $2.5M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -10.7% | 27,696 | $2.5M |
| CreativeOne Wealth, LLC | 0.09% | Add +202.5% | 27,288 | $2.5M |
| Ethos Financial Group, LLC | 0.41% | Reduce -1.7% | 27,007 | $2.5M |
| Hardman Johnston Global Advisors LLC | 0.10% | New | 27,000 | $2.5M |
| Elmwood Wealth Management, Inc. | 1.02% | Reduce -0.7% | 26,987 | $2.5M |
| Principal Securities, Inc. | 0.06% | Reduce -58.6% | 26,979 | $2.5M |
| DT Investment Partners, LLC | 0.20% | Add +33.3% | 26,814 | $2.5M |
| Portside Wealth Group, LLC | 0.42% | Add +4.8% | 26,771 | $2.5M |
| Western Wealth Management, LLC | 0.14% | Reduce -18.9% | 26,713 | $2.5M |
| Continuum Advisory, LLC | 0.31% | Reduce -15.3% | 26,719 | $2.4M |
| Main Management LLC | 0.20% | Add +54.0% | 26,453 | $2.4M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -15.2% | 26,421 | $2.4M |
| MBA Advisors LLC | 1.16% | Add +301.6% | 26,378 | $2.4M |
| Apollon Wealth Management, LLC | 0.07% | Add +4.6% | 26,279 | $2.4M |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +124.3% | 26,268 | $2.4M |
| Alhambra Investment Management LLC | 1.25% | Add +864.8% | 26,203 | $2.4M |
| Lokken Investment Group LLC | 1.00% | Add +2.2% | 26,067 | $2.4M |
| Venturi Wealth Management, LLC | 0.13% | Reduce -9.3% | 26,015 | $2.4M |
| Ashton Thomas Securities, LLC | 0.46% | Reduce -8.6% | 26,001 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.46% | Reduce -6.2% | 25,901 | $2.4M |
| LifePro Asset Management | 1.44% | Reduce -21.9% | 25,624 | $2.4M |
| J. W. Coons Advisors, LLC | 0.44% | Add +1.0% | 25,478 | $2.3M |
| Biltmore Wealth Management, LLC | 0.96% | Reduce -6.5% | 25,456 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.16% | Reduce -5.0% | 25,205 | $2.3M |
| Aviance Capital Partners, LLC | 0.30% | New | 25,111 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 24,995 | $2.3M |
| Vontobel Holding Ltd. | 0.01% | Reduce -67.8% | 24,650 | $2.3M |
| Engineers Gate Manager LP | 0.04% | New | 24,110 | $2.2M |
| Raleigh Capital Management Inc. | 0.85% | Add +72.0% | 23,912 | $2.2M |
| Raymond James Trust N.A. | 0.05% | Add +12.6% | 23,744 | $2.2M |
| WealthTrust Asset Management, LLC | 1.60% | Reduce -26.7% | 23,383 | $2.1M |
| Pine Valley Investments Ltd Liability Co | 0.15% | Add +43.4% | 23,375 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -45.1% | 23,256 | $2.1M |
| Maltin Wealth Management, Inc. | 1.04% | Add +28.4% | 23,208 | $2.1M |
| Fortune Financial Advisors, LLC | 1.93% | Reduce -0.9% | 23,188 | $2.1M |
| Ameraudi Asset Management, Inc. | 0.97% | Reduce -23.2% | 23,150 | $2.1M |
| Diversify Wealth Management, LLC | 0.20% | Add +50.0% | 23,165 | $2.1M |
| Visionary Wealth Advisors | 0.13% | Reduce -31.6% | 23,053 | $2.1M |
| Graypoint LLC | 0.14% | New | 22,996 | $2.1M |
| Frontier Asset Management, LLC | 0.70% | Reduce -1.1% | 22,899 | $2.1M |
| 44 Wealth Management LLC | 0.74% | — | 22,921 | $2.1M |
| Friedenthal Financial | 1.23% | Add +1723.2% | 22,808 | $2.1M |
| Independent Wealth Network Inc. | 0.92% | Reduce -1.4% | 22,666 | $2.1M |
| Alliance Wealth Advisors, LLC | 0.55% | Add +111.8% | 22,592 | $2.1M |
| SkyOak Wealth, LLC | 0.46% | Add +281.4% | 22,394 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.16% | Add +578.6% | 22,136 | $2.0M |
| Peak Asset Management, LLC | 0.38% | Reduce -27.8% | 22,108 | $2.0M |
| FLC Capital Advisors | 0.46% | Add +13.7% | 21,887 | $2.0M |
| ADAR1 Capital Management, LLC | 0.34% | Reduce -33.0% | 21,786 | $2.0M |
| Prelude Capital Management, LLC | 0.15% | No change | 21,700 | $2.0M |
| Goldstream Capital Management Ltd | 0.90% | Reduce -69.7% | 21,700 | $2.0M |
| Shore Point Advisors, LLC | 1.06% | Reduce -5.6% | 21,562 | $2.0M |
| Steel Grove Capital Advisors, LLC | 0.28% | Reduce -19.8% | 21,386 | $2.0M |
| Howard Financial Services, LTD. | 0.28% | Reduce -38.5% | 21,308 | $2.0M |
| Oliver Luxxe Assets LLC | 0.35% | Add +27.6% | 21,233 | $1.9M |
| Raub Brock Capital Management LP | 0.39% | Reduce -7.9% | 21,166 | $1.9M |
| Bright Futures Wealth Management, LLC. | 0.93% | Add +63.0% | 21,049 | $1.9M |
| FinTrust Capital Advisors, LLC | 0.33% | Reduce -2.2% | 20,843 | $1.9M |
| Arkadios Wealth Advisors | 0.11% | Add +18.6% | 20,718 | $1.9M |
| Tevis Investment Management | 1.40% | Add +60.3% | 20,684 | $1.9M |
| Hengehold Capital Management LLC | 0.18% | Reduce -1.4% | 20,507 | $1.9M |
| Beacon Wealthcare LLC | 0.75% | Reduce -25.4% | 20,343 | $1.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Add +17.1% | 20,257 | $1.9M |
| Vigilare Wealth Management | 0.75% | Reduce -29.5% | 20,086 | $1.8M |
| Encompass More Asset Management | 0.70% | Add +189.8% | 19,878 | $1.8M |
| Values First Advisors, Inc. | 0.98% | Reduce -0.3% | 19,768 | $1.8M |
| Pecaut & Co. | 0.64% | Add +57.0% | 19,750 | $1.8M |
| Compound Planning, Inc. | 0.11% | Reduce -6.5% | 19,431 | $1.8M |
| Beacon Bank & Trust | 0.42% | Reduce -2.7% | 19,376 | $1.8M |
| Lunt Capital Management, Inc. | 0.81% | Reduce -7.7% | 18,941 | $1.7M |
| Petra Financial Advisors Inc. | 1.14% | Add +447.2% | 18,758 | $1.7M |
| Arkfeld Wealth Strategies, L.L.C. | 0.83% | Reduce -0.8% | 18,752 | $1.7M |
| Money Concepts Capital Corp. | 0.13% | Reduce -4.6% | 18,485 | $1.7M |
| New Century Financial Group, LLC | 0.62% | Add +7.2% | 18,483 | $1.7M |
| Mattson Financial Services, LLC | 0.60% | Reduce -1.0% | 18,335 | $1.7M |
| Waterloo Capital, L.P. | 0.18% | Reduce -63.1% | 18,109 | $1.7M |
| Intrua Financial, LLC | 0.27% | New | 17,862 | $1.6M |
| Lowery Thomas, LLC | 1.11% | Reduce -81.0% | 17,836 | $1.6M |
| Aveo Capital Partners, LLC | 0.17% | Add +67.9% | 17,724 | $1.6M |
| Tranquilli Financial Advisor LLC | 1.02% | Add +1.4% | 17,663 | $1.6M |
| Absolute Capital Management, LLC | 0.96% | Reduce -19.2% | 17,597 | $1.6M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -22.9% | 17,542 | $1.6M |
| Traphagen Investment Advisors LLC | 0.16% | Reduce -26.6% | 17,531 | $1.6M |
| VitalStone Financial, LLC | 1.09% | Reduce -17.6% | 17,421 | $1.6M |
| RDA Financial Network | 0.50% | Reduce -43.8% | 17,420 | $1.6M |
| Eldridge Investment Advisors, Inc. | 0.37% | Reduce -6.2% | 17,423 | $1.6M |
| Trinity Wealth Management, LLC | 0.73% | Add +1.6% | 17,349 | $1.6M |
| Woodard & Co. Asset Management Group Inc. | 0.36% | Add +7.9% | 17,290 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +9.9% | 17,205 | $1.6M |
| Adams Wealth Management | 0.34% | New | 17,092 | $1.6M |
| CacheTech Inc. | 0.34% | New | 17,092 | $1.6M |
| Prescott Group Capital Management, L.L.C. | 0.23% | No change | 17,073 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.21% | Reduce -16.3% | 17,066 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +426.8% | 16,967 | $1.6M |
| Catalyst Capital Advisors LLC | 0.03% | Reduce -27.9% | 16,800 | $1.5M |
| Rovin Capital /Ut/ | 0.57% | Reduce -30.4% | 16,738 | $1.5M |
| Client First Investment Management LLC | 1.16% | Reduce -5.9% | 16,549 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Add +13.2% | 16,545 | $1.5M |
| Discipline Wealth Solutions, LLC | 0.79% | New | 16,393 | $1.5M |
| Tennessee Valley Asset Management Partners | 0.25% | Add +17.7% | 16,296 | $1.5M |
| Headinvest, LLC | 0.28% | Add +3.6% | 16,280 | $1.5M |
| Ameliora Wealth Management Ltd. | 0.62% | Reduce -15.6% | 16,163 | $1.5M |
| AllGen Financial Advisors, Inc. | 0.48% | New | 16,107 | $1.5M |
| American Planning Services, Inc. | 1.17% | Add +9.5% | 16,072 | $1.5M |
| IronBridge Private Wealth, LLC | 0.55% | Add +54.6% | 15,903 | $1.5M |
| Stonekeep Investments, LLC | 1.10% | Reduce -51.5% | 15,451 | $1.4M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -2.7% | 15,449 | $1.4M |
| ORG Partners LLC | 0.23% | Reduce -11.2% | 15,436 | $1.4M |
| Seed Wealth Management, Inc. | 1.13% | Add +9.9% | 15,345 | $1.4M |
| Precision Wealth Strategies, LLC | 1.29% | Add +8.5% | 15,233 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +8.8% | 15,193 | $1.4M |
| Covestor Ltd | 0.87% | Reduce -43.2% | 15,027 | $1.4M |
| Point Windward Advisors Inc. | 0.52% | Reduce -1.6% | 14,912 | $1.4M |
| Financial Gravity Companies, Inc. | 0.36% | — | 14,763 | $1.4M |
| Kowal Investment Group, LLC | 0.25% | Add +21.0% | 14,606 | $1.3M |
| Ferguson Shapiro LLC | 0.50% | New | 14,583 | $1.3M |
| Crew Capital Management, Ltd | 1.06% | Reduce -76.8% | 14,351 | $1.3M |
| Diversify Advisory Services, LLC | 0.07% | Add +4.3% | 14,013 | $1.3M |
| Van Hulzen Asset Management, LLC | 0.09% | Reduce -15.9% | 13,977 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -7.7% | 13,924 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.50% | New | 13,929 | $1.3M |
| Arax Advisory Partners | 0.11% | Reduce -13.3% | 13,830 | $1.3M |
| Arlington Trust Co LLC | 0.28% | Reduce -0.8% | 13,715 | $1.3M |
| Addison Capital Co | 0.51% | Add +10.2% | 13,691 | $1.3M |
| Loomis Sayles & Co. L P | 0.00% | New | 13,600 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.13% | No change | 13,528 | $1.2M |
| Randolph Co Inc | 0.14% | Reduce -74.6% | 13,437 | $1.2M |
| Axecap Investments, LLC | 0.93% | — | 13,397 | $1.2M |
| TAP Consulting, LLC | 0.24% | Add +14.6% | 13,390 | $1.2M |
| CX Institutional | 0.05% | Reduce -87.0% | 13,373 | $1.2M |
| Souders Financial Advisors | 0.17% | Reduce -39.3% | 13,352 | $1.2M |
| Fullcircle Wealth LLC | 0.55% | Add +64.5% | 13,337 | $1.2M |
| Quadcap Wealth Management, LLC | 0.19% | Reduce -17.7% | 13,249 | $1.2M |
| Simplicity Wealth,LLC | 0.11% | Reduce -93.1% | 13,064 | $1.2M |
| TLWM | 0.24% | Add +56.4% | 13,021 | $1.2M |
| Belmont Capital, LLC | 0.20% | New | 12,864 | $1.2M |
| Saxon Interests, Inc. | 0.54% | Reduce -78.5% | 12,841 | $1.2M |
| 1834 Investment Advisors Co. | 0.14% | Reduce -1.0% | 12,755 | $1.2M |
| Smithfield Trust Co | 0.06% | Add +2.3% | 12,740 | $1.2M |
| Andina Capital Management, LLC | 0.88% | Reduce -37.5% | 12,548 | $1.2M |
| First Citizens Financial Corp | 0.61% | Add +11.7% | 12,477 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -31.4% | 12,456 | $1.1M |
| Alamar Capital Management, LLC | 0.63% | No change | 12,451 | $1.1M |
| McElhenny Sheffield Capital Management, LLC | 0.37% | Add +5.5% | 12,448 | $1.1M |
| Essex Financial Services, Inc. | 0.08% | Add +13.9% | 12,451 | $1.1M |
| SevenBridge Financial Group, LLC | 0.22% | Reduce -4.2% | 12,451 | $1.1M |
| Ascent Group, LLC | 0.09% | Add +56.6% | 12,418 | $1.1M |
| Blueprint Investment Partners LLC | 0.21% | Reduce -89.7% | 12,416 | $1.1M |
| Keel Point, LLC | 0.09% | No change | 12,383 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -37.2% | 12,374 | $1.1M |
| Harvest Investment Services, LLC | 0.36% | No change | 12,230 | $1.1M |
| Ascentis Independent Advisors | 0.17% | Reduce -6.0% | 12,047 | $1.1M |
| Triumph Capital Management | 0.39% | Reduce -6.2% | 12,021 | $1.1M |
| Capital Planning LLC | 0.31% | Reduce -0.3% | 11,958 | $1.1M |
| Priebe Wealth Holdings LLC | 0.79% | Reduce -6.4% | 11,837 | $1.1M |
| HFG Advisors, Inc. | 0.95% | Add +26.0% | 11,704 | $1.1M |
| Guardian Capital Advisors LP | 0.11% | Add +25.9% | 11,707 | $1.1M |
| Wick Capital Partners, LLC | 0.35% | New | 11,631 | $1.1M |
| Welch Group, LLC | 0.05% | No change | 11,588 | $1.1M |
| Portland Investment Counsel Inc. | 0.38% | New | 11,467 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +72.2% | 11,379 | $1.0M |
| Zega Financial, LLC | 0.34% | Reduce -34.6% | 11,375 | $1.0M |
| International Private Wealth Advisors LLC | 1.53% | Add +19.3% | 11,354 | $1.0M |
| Marion Wealth Management | 0.28% | Add +2.7% | 11,288 | $1.0M |
| Lincoln Capital Corp. | 0.42% | Add +42.1% | 11,280 | $1.0M |
| Pathway Financial Advisors LLC | 0.27% | No change | 11,257 | $1.0M |
| Napa Wealth Management | 0.48% | Reduce -94.8% | 11,093 | $1.0M |
| Unique Wealth Strategies, LLC | 0.43% | New | 10,950 | $1.0M |
| Cullen Capital Management, LLC | 0.01% | Reduce -55.2% | 10,940 | $1.0M |
| Arlington Partners LLC | 0.39% | No change | 10,904 | $1.0M |
| Prosperity Consulting Group, LLC | 0.08% | Add +61.2% | 10,741 | $986K |
| Napatree Capital LLC | 0.69% | Reduce -4.6% | 10,727 | $985K |
| Fernwood Investment Management, LLC | 0.32% | Reduce -3.1% | 10,708 | $983K |
| Tidemark, LLC | 0.40% | Reduce -5.2% | 10,703 | $983K |
| Quantinno Capital Management LP | 0.01% | Reduce -11.3% | 10,635 | $976K |
| Kinloch Capital, LLC | 0.47% | No change | 10,574 | $971K |
| Adero Partners, LLC | 0.06% | New | 10,561 | $970K |
| Vertex Planning Partners, LLC | 0.23% | Add +84.5% | 10,524 | $966K |
| Premier Path Wealth Partners, LLC | 0.15% | Add +5.7% | 10,506 | $965K |
| PFG Advisors | 0.06% | Reduce -23.4% | 10,493 | $963K |
| Strait & Sound Wealth Management LLC | 0.45% | Add +179.7% | 10,165 | $933K |
| StoneX Group Inc. | 0.07% | Add +50.7% | 10,083 | $926K |
| Betterment LLC | 0.00% | Reduce -8.2% | 9,796 | $899K |
| Transcendent Capital Group LLC | 0.44% | Reduce -64.4% | 9,408 | $864K |
| Meridian Management Co. | 0.22% | Reduce -0.6% | 9,260 | $850K |
| Salvus Wealth Management, LLC | 0.52% | Add +74.5% | 9,254 | $850K |
| Sound Financial Strategies Group, LLC | 0.67% | Reduce -2.1% | 9,109 | $836K |
| Flagstar Securities, Inc. | 0.21% | Reduce -28.9% | 8,991 | $826K |
| City Center Advisors, LLC | 0.90% | New | 8,847 | $812K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -36.6% | 8,749 | $803K |
| Authentikos Wealth Advisory, LLC | 0.77% | Reduce -92.7% | 8,737 | $802K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -11.9% | 8,706 | $799K |
| Miller Investment Management, LP | 0.08% | No change | 8,679 | $797K |
| Waycross Investment Management Co | 0.73% | Reduce -83.0% | 8,582 | $788K |
| Boston Financial Mangement LLC | 0.02% | No change | 8,576 | $787K |
| Sharp Wealth Advisory, LLC | 0.61% | Add +0.6% | 8,565 | $786K |
| Mirador Capital Partners LP | 0.14% | New | 8,565 | $786K |
| Barnes Pettey Financial Advisors, LLC | 0.63% | New | 8,535 | $784K |
| BayBridge Capital Group, LLC | 0.56% | Reduce -69.4% | 8,521 | $782K |
| Walkner Condon Financial Advisors LLC | 0.16% | Add +32.3% | 8,505 | $781K |
| Nvwm, LLC | 0.20% | No change | 8,501 | $780K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -2.4% | 8,420 | $773K |
| Petredis Investment Advisors LLC | 0.08% | Reduce -0.9% | 8,405 | $772K |
| Intellectus Partners, LLC | 0.20% | Reduce -17.3% | 8,333 | $765K |
| HCR Wealth Advisors | 0.10% | Reduce -12.0% | 8,310 | $763K |
| Donaldson Capital Management, LLC | 0.03% | No change | 8,300 | $762K |
| Sharkey, Howes & Javer | 0.11% | New | 8,232 | $756K |
| Blair William & Co. | 0.00% | Add +6.9% | 8,169 | $750K |
| Gibbs Wealth Management | 0.24% | Reduce -11.8% | 8,094 | $743K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | No change | 8,059 | $740K |
| Capital CS Group, LLC | 0.89% | Add +9.6% | 8,009 | $735K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -5.8% | 7,993 | $734K |
| Wealthcare Capital Management LLC | 0.07% | Add +2.6% | 7,982 | $733K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | New | 7,896 | $725K |
| Pointe Capital Management LLC | 0.42% | Add +36.6% | 7,884 | $724K |
| Pennsylvania Capital Management Inc. | 0.26% | Reduce -61.6% | 7,881 | $724K |
| Ritholtz Wealth Management | 0.02% | Reduce -62.5% | 7,817 | $718K |
| Aurora Investment Managers, LLC. | 0.46% | Add +9.3% | 7,764 | $713K |
| Creative Financial Designs Inc. | 0.06% | Add +175.3% | 7,747 | $711K |
| Columbia Advisory Partners LLC | 0.67% | New | 7,692 | $706K |
| Fiduciary Alliance LLC | 0.09% | Add +153.3% | 7,674 | $705K |
| Castleview Partners, LLC | 0.40% | Reduce -39.9% | 7,642 | $702K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -29.1% | 7,640 | $701K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -4.6% | 7,594 | $697K |
| Stonebridge Financial Planning Group, LLC | 0.33% | Reduce -10.2% | 7,580 | $696K |
| Syntegra Private Wealth Group, LLC | 0.08% | Reduce -36.1% | 7,545 | $693K |
| Signal Advisors Wealth, LLC | 0.10% | New | 7,427 | $682K |
| Avior Wealth Management, LLC | 0.03% | Reduce -6.8% | 7,427 | $682K |
| Empower Advisory Group, LLC | 0.00% | Add +15.0% | 7,406 | $680K |
| Eagle Strategies LLC | 0.12% | Reduce -7.3% | 7,400 | $679K |
| Austin Private Wealth, LLC | 0.07% | Add +55.8% | 7,391 | $679K |
| Pekin Hardy Strauss, Inc. | 0.09% | New | 7,378 | $677K |
| SPC Financial, Inc. | 0.06% | Add +142.2% | 7,330 | $673K |
| West Michigan Advisors, LLC | 0.20% | Reduce -92.3% | 7,316 | $672K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +24.4% | 7,295 | $670K |
| Westfuller Advisors, LLC | 0.48% | — | 7,282 | $669K |
| Clio Asset Management LLC | 0.47% | New | 7,261 | $667K |
| Legacy PCG, LLC | 0.47% | Reduce -18.3% | 7,234 | $664K |
| Capital Analysts, LLC | 0.03% | Add +9.8% | 7,227 | $664K |
| Symphony Financial, Ltd. Co. | 0.11% | New | 7,193 | $660K |
| JNBA Financial Advisors | 0.07% | Reduce -30.1% | 7,176 | $659K |
| TrueMark Investments, LLC | 0.21% | Reduce -27.8% | 7,170 | $658K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -15.0% | 7,101 | $652K |
| GYL Financial Synergies, LLC | 0.05% | Reduce -2.6% | 7,052 | $647K |
| Financial Network Wealth Advisors LLC | 0.53% | Add +8.4% | 7,018 | $644K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 6,985 | $641K |
| Kovack Advisors, Inc. | 0.07% | Reduce -13.0% | 6,946 | $638K |
| Staley Capital Advisers Inc. | 0.03% | New | 6,900 | $633K |
| Wealth Advisory Solutions, LLC | 0.17% | Add +86.4% | 6,900 | $633K |
| Eagle Ridge Investment Management | 0.06% | Reduce -9.0% | 6,866 | $630K |
| Royal Fund Management, LLC | 0.04% | New | 6,816 | $627K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -3.8% | 6,769 | $621K |
| Second Line Capital, LLC | 0.17% | Add +82.9% | 6,768 | $621K |
| LPWM LLC | 0.20% | Add +184.8% | 6,692 | $612K |
| Colonial River Investments, LLC | 0.30% | Add +8.3% | 6,652 | $611K |
| Private Advisory Group LLC | 0.08% | Reduce -75.3% | 6,647 | $610K |
| Rockland Trust Co. | 0.03% | Reduce -32.2% | 6,634 | $609K |
| Prosperity Wealth Management, Inc. | 0.24% | Add +4.3% | 6,588 | $605K |
| Bailard, Inc. | 0.02% | Reduce -41.7% | 6,588 | $605K |
| Waverly Advisors, LLC | 0.01% | Add +47.0% | 6,576 | $604K |
| Outlook Wealth Advisors, LLC | 0.17% | Add +44.6% | 6,507 | $597K |
| Wellington Shields Capital Management, LLC | 0.10% | Reduce -1.2% | 6,500 | $597K |
| Berkshire Asset Management LLC | 0.03% | No change | 6,500 | $597K |
| Kelly Financial Services LLC | 0.22% | Add +46.0% | 6,480 | $595K |
| Permanens Capital L.P. | 0.12% | New | 6,477 | $595K |
| Mills Wealth Advisors LLC | 0.41% | Reduce -2.6% | 6,459 | $593K |
| Greenspring Advisors, LLC | 0.13% | No change | 6,371 | $585K |
| TCP Asset Management, LLC | 0.13% | Reduce -40.2% | 6,361 | $584K |
| Richardson Financial Services Inc. | 0.37% | Add +6.5% | 6,360 | $584K |
| Endowment Wealth Management, Inc. | 0.38% | Add +4.5% | 6,313 | $580K |
| Weaver Consulting Group | 0.18% | Reduce -1.6% | 6,310 | $579K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | Add +187.3% | 6,300 | $578K |
| Global Financial Private Client, LLC | 0.23% | Reduce -53.5% | 6,299 | $578K |
| RMR Capital Management, LLC | 0.49% | Add +0.9% | 6,241 | $573K |
| Rede Wealth, LLC | 0.22% | Add +0.2% | 6,210 | $570K |
| United Advisor Group, LLC | 0.13% | Add +142.2% | 6,145 | $564K |
| Karpus Management, Inc. | 0.02% | Add +22.0% | 6,100 | $560K |
| Strategic Investment Solutions, Inc. | 0.17% | New | 6,079 | $558K |
| Copley Financial Group, Inc. | 0.51% | — | 6,058 | $556K |
| Kestra Investment Management, LLC | 0.02% | New | 5,989 | $550K |
| Councilor Wealth, LLC | 0.27% | Add +59.5% | 5,976 | $549K |
| Sloy Dahl & Holst, LLC | 0.09% | No change | 5,965 | $548K |
| NavPoint Financial, Inc. | 0.44% | Reduce -28.5% | 5,963 | $547K |
| Rebalance, LLC | 0.04% | No change | 5,958 | $547K |
| PYA Waltman Capital, LLC | 0.18% | Reduce -41.2% | 5,946 | $546K |
| Regal Investment Advisors LLC | 0.04% | Add +3.6% | 5,921 | $544K |
| First Heartland Consultants, Inc. | 0.06% | Add +8.8% | 5,885 | $540K |
| Centennial Wealth Advisory LLC | 0.21% | Reduce -22.3% | 5,841 | $536K |
| Marcum Wealth, LLC | 0.05% | Reduce -26.6% | 5,819 | $534K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +16.0% | 5,762 | $529K |
| Brown Financial Advisors | 0.22% | Reduce -56.4% | 5,760 | $529K |
| Wooster Corthell Wealth Management, Inc. | 0.11% | Add +13.5% | 5,712 | $524K |
| Hummer Financial Advisory Services Inc | 0.41% | No change | 5,700 | $523K |
| Joel Isaacson & Co., LLC | 0.02% | Add +1.3% | 5,692 | $523K |
| Rothschild Wealth LLC | 0.16% | Add +5.7% | 5,665 | $520K |
| Hamilton Capital, LLC | 0.04% | No change | 5,661 | $520K |
| Opal Wealth Advisors, LLC | 0.16% | Add +9.6% | 5,650 | $519K |
| Destiny Wealth Partners, LLC | 0.09% | No change | 5,639 | $518K |
| UMB Bank, n.a. | 0.01% | Add +15.2% | 5,628 | $517K |
| Ironwood Investment Counsel, LLC | 0.09% | Add +39.4% | 5,595 | $514K |
| Sepio Capital, LP | 0.04% | New | 5,545 | $509K |
| Norden Group LLC | 0.06% | New | 5,536 | $508K |
| Red Door Wealth Management, LLC | 0.08% | Add +4.6% | 5,532 | $508K |
| SkyView Investment Advisors, LLC | 0.08% | No change | 5,500 | $505K |
| Emerald Advisors, LLC | 0.07% | Reduce -14.1% | 5,507 | $505K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +30.4% | 5,498 | $505K |
| Schusterman Interests, LLC | 1.22% | No change | 5,460 | $501K |
| Delos Wealth Advisors, LLC | 0.44% | No change | 5,460 | $501K |
| Castle Rock Wealth Management, LLC | 0.12% | Add +0.9% | 5,460 | $500K |
| Transatlantique Private Wealth LLC | 0.19% | No change | 5,443 | $500K |
| Wolverine Trading, LLC | 0.01% | Reduce -19.9% | 5,423 | $498K |
| Worth Financial Advisory Group, LLC | 0.29% | Add +1.1% | 5,412 | $497K |
| Marathon Capital Management | 0.12% | Add +61.9% | 5,400 | $496K |
| Wallace Advisory Group, LLC | 0.36% | Reduce -1.0% | 5,376 | $493K |
| Evergreen Capital Management LLC | 0.02% | Add +0.8% | 5,337 | $490K |
| Nwam LLC | 0.03% | New | 5,311 | $488K |
| Frazier Financial Advisors, LLC | 0.37% | No change | 5,238 | $481K |
| Affiance Financial, LLC | 0.12% | New | 5,173 | $475K |
| Briaud Financial Planning Inc | 0.24% | No change | 5,170 | $474K |
| Patriot Investment Management Group, Inc. | 0.03% | New | 5,094 | $468K |
| Advisor OS, LLC | 0.05% | Add +111.0% | 5,093 | $468K |
| Formidable Asset Management, LLC | 0.07% | Reduce -12.0% | 5,078 | $466K |
| Polen Capital Management LLC | 0.00% | Reduce -94.5% | 5,072 | $466K |
| Lwmg, LLC | 0.09% | Add +1.3% | 4,985 | $458K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,981 | $457K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +33.1% | 4,817 | $442K |
| Ramiah Investment Group | 0.41% | Reduce -0.3% | 4,780 | $439K |
| St Germain D J Co. Inc. | 0.02% | Reduce -49.7% | 4,763 | $437K |
| Empowered Funds, LLC | 0.01% | Add +14.5% | 4,754 | $435K |
| M&T Bank Corp | 0.00% | Reduce -19.7% | 4,717 | $433K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.68% | Reduce -62.1% | 4,699 | $431K |
| Stonegate Investment Group, LLC | 0.01% | Add +42.3% | 4,689 | $430K |
| Janney Capital Management LLC | 0.03% | Add +6.8% | 4,681 | $430K |
| Rothschild Investment LLC | 0.03% | Reduce -10.4% | 4,674 | $429K |
| Proficio Capital Partners LLC | 0.04% | Add +11.3% | 4,615 | $424K |
| Carr Financial Group Corp | 0.13% | Reduce -51.9% | 4,576 | $420K |
| Cornerstone Advisors Asset Management, LLC | 0.09% | Reduce -26.8% | 4,520 | $415K |
| Narus Financial Partners, LLC | 0.15% | Reduce -13.5% | 4,500 | $413K |
| Thrive Wealth Management, LLC | 0.08% | Reduce -0.4% | 4,473 | $411K |
| US Bancorp \de | 0.00% | Reduce -84.0% | 4,440 | $408K |
| MJP Associates Inc. | 0.08% | New | 4,411 | $405K |
| Advisor Resource Council | 0.18% | New | 4,400 | $404K |
| M.D. Sass, LLC | 0.03% | New | 4,400 | $404K |
| Obermeyer Wealth Partners | 0.02% | No change | 4,400 | $404K |
| Roman Butler Fullerton & Co. | 0.12% | Reduce -11.2% | 4,387 | $402K |
| Madison Asset Management, LLC | 0.00% | No change | 4,371 | $401K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -75.6% | 4,324 | $397K |
| SteelPeak Wealth, LLC | 0.02% | Add +5.2% | 4,260 | $391K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 4,254 | $391K |
| SFG Wealth Management, LLC. | 0.21% | Add +2.6% | 4,236 | $389K |
| Godsey & Gibb, Inc. | 0.04% | Add +134.2% | 4,224 | $388K |
| United Community Bank | 0.15% | Add +43.3% | 4,219 | $387K |
| Life Line Wealth Management LLC | 0.14% | Reduce -34.8% | 4,178 | $384K |
| Lake Street Private Wealth, LLC | 0.06% | Add +86.4% | 4,157 | $382K |
| Integrated Investment Consultants, LLC | 0.08% | New | 4,088 | $375K |
| Fulcrum Equity Management | 0.32% | Add +24.3% | 4,084 | $375K |
| Oxinas Partners, LLC | 0.23% | Reduce -0.6% | 4,011 | $368K |
| Capital Advisors Wealth Management, LLC | 0.07% | No change | 4,000 | $367K |
| WESPAC Advisors, LLC | 0.27% | Reduce -43.6% | 3,935 | $361K |
| White Lighthouse Investment Management Inc. | 0.06% | New | 3,902 | $358K |
| Tower Wealth Partners, Inc. | 0.20% | Reduce -41.8% | 3,833 | $352K |
| Summit Financial Strategies, Inc. | 0.04% | Add +40.0% | 3,824 | $351K |
| Total Clarity Wealth Management, Inc. | 0.11% | Reduce -17.9% | 3,791 | $348K |
| Prospera Financial Services Inc | 0.01% | Reduce -41.0% | 3,773 | $346K |
| Stonebridge Capital Advisors LLC | 0.03% | New | 3,766 | $346K |
| EdgeRock Capital LLC | 0.24% | No change | 3,701 | $340K |
| BlueChip Wealth Advisors LLC | 0.18% | Reduce -4.4% | 3,694 | $339K |
| OneAscent Wealth Management LLC | 0.13% | Reduce -31.7% | 3,661 | $336K |
| Able Wealth Management LLC | 0.25% | Reduce -25.3% | 3,615 | $332K |
| Larson Financial Group LLC | 0.02% | Reduce -3.8% | 3,610 | $331K |
| Destination Wealth Management | 0.01% | No change | 3,570 | $328K |
| Financial Architects, LLC | 0.21% | No change | 3,555 | $326K |
| Sensible Financial Planning & Management, LLC. | 0.06% | New | 3,535 | $325K |
| Loudon Investment Management, LLC | 0.18% | Add +1.4% | 3,537 | $325K |
| Argyle Capital Management, LLC | 0.13% | Reduce -4.5% | 3,525 | $324K |
| Darwin Wealth Management, LLC | 0.09% | Reduce -95.3% | 3,508 | $322K |
| Dogwood Wealth Management LLC | 0.18% | Reduce -12.5% | 3,493 | $321K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,386 | $311K |
| Concorde Asset Management, LLC | 0.18% | Reduce -5.5% | 3,381 | $310K |
| Cantor Fitzgerald, L. P. | 0.03% | New | 3,375 | $310K |
| Breed's Hill Capital LLC | 0.25% | Reduce -41.0% | 3,370 | $309K |
| TriaGen Wealth Management LLC | 0.10% | Reduce -7.6% | 3,286 | $302K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -12.9% | 3,280 | $301K |
| World Investment Advisors | 0.01% | Reduce -51.9% | 3,273 | $300K |
| Florida Financial Advisors, LLC | 0.15% | Add +40.5% | 3,246 | $298K |
| Pioneer Wealth Management Group | 0.14% | Reduce -45.8% | 3,206 | $294K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,193 | $293K |
| Kickstand Ventures, Llc. | 0.07% | Reduce -76.4% | 3,182 | $292K |
| Blue Trust, Inc. | 0.00% | Reduce -7.3% | 3,162 | $290K |
| Flputnam Investment Management Co. | 0.01% | Add +39.3% | 3,053 | $280K |
| Financial Counselors Inc. | 0.00% | Reduce -46.7% | 3,033 | $278K |
| American Investment Services, Inc. | 0.05% | Reduce -2.4% | 3,025 | $278K |
| HBW Advisory Services LLC | 0.04% | Reduce -47.7% | 3,018 | $277K |
| Talisman Wealth Advisors LLC | 0.29% | Reduce -19.6% | 3,013 | $277K |
| Canvas Wealth Advisors, LLC | 0.08% | No change | 3,000 | $275K |
| Lifeworks Advisors, LLC | 0.05% | Add +4.0% | 2,995 | $275K |
| Phillips Wealth Planners LLC | 0.26% | Reduce -30.2% | 2,956 | $271K |
| Parallel Advisors, LLC | 0.01% | Add +4.1% | 2,939 | $270K |
| Leavell Investment Management, Inc. | 0.01% | Add +3.1% | 2,925 | $269K |
| Magnolia Capital Advisors LLC | 0.13% | Reduce -26.1% | 2,910 | $267K |
| Lynx Investment Advisory | 0.19% | Reduce -8.8% | 2,883 | $265K |
| TFB Advisors LLC | 0.08% | Reduce -30.3% | 2,879 | $264K |
| Citizens Financial Group Inc. | 0.01% | Reduce -66.8% | 2,865 | $263K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 2,854 | $262K |
| Modera Wealth Management, LLC | 0.00% | Add +1.6% | 2,844 | $261K |
| All Terrain Financial Advisors, LLC | 0.10% | Reduce -13.0% | 2,820 | $259K |
| Apeiron RIA LLC | 0.07% | Reduce -3.1% | 2,792 | $256K |
| CIBC Private Wealth Group LLC | 0.00% | Add +24.3% | 2,789 | $256K |
| Paladin Wealth, LLC | 0.22% | — | 2,784 | $256K |
| Empirical Asset Management, LLC | 0.09% | Add +10.0% | 2,772 | $254K |
| LFA - Lugano Financial Advisors SA | 0.17% | New | 2,766 | $254K |
| Atlas Capital Advisors Inc. | 0.04% | Add +5.8% | 2,726 | $250K |
| Argent Trust Co | 0.01% | Reduce -19.9% | 2,720 | $250K |
| Acas, LLC | 0.21% | New | 2,717 | $249K |
| Cramer Rosenthal McGlynn LLC | 0.01% | Add +0.8% | 2,703 | $248K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -10.0% | 2,697 | $248K |
| Sterling Financial Planning, Inc. | 0.09% | Reduce -2.4% | 2,666 | $245K |
| Valmark Advisers, Inc. | 0.00% | Reduce -14.6% | 2,648 | $243K |
| Asset Dedication, LLC | 0.02% | Reduce -74.4% | 2,647 | $243K |
| Procyon Advisors, LLC | 0.02% | Reduce -1.3% | 2,610 | $240K |
| Fiduciary Trust Co | 0.00% | Reduce -25.7% | 2,608 | $239K |
| NewEdge Wealth, LLC | 0.00% | Reduce -73.3% | 2,606 | $239K |
| Cape Investment Advisory, Inc. | 0.10% | Add +19.2% | 2,605 | $239K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -8.3% | 2,583 | $237K |
| Jacobson & Schmitt Advisors, LLC | 0.05% | Reduce -0.6% | 2,546 | $234K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,542 | $233K |
| Financial Management Professionals, Inc. | 0.03% | Reduce -98.7% | 2,514 | $231K |
| Ignite Planners, LLC | 0.05% | Add +11.0% | 2,509 | $230K |
| Unique Wealth, LLC | 0.05% | Add +1.2% | 2,507 | $230K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -2.4% | 2,488 | $228K |
| Calton & Associates, Inc. | 0.09% | New | 2,476 | $227K |
| Greenwich Wealth Management LLC | 0.02% | No change | 2,470 | $227K |
| Berkeley Capital Partners, LLC | 0.06% | New | 2,460 | $226K |
| Fiducient Advisors LLC | 0.03% | Add +10.0% | 2,456 | $225K |
| WealthBridge Capital Management, LLC | 0.06% | Add +0.5% | 2,447 | $225K |
| Realta Investment Advisors | 0.10% | Reduce -77.8% | 2,453 | $225K |
| Rockport Wealth LLC | 0.06% | New | 2,432 | $223K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +21.4% | 2,429 | $223K |
| Summit X, LLC | 0.05% | Reduce -47.9% | 2,400 | $220K |
| Veltria Advisors Corp. | 0.09% | Reduce -17.9% | 2,397 | $220K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -94.4% | 2,372 | $218K |
| Secure Asset Management, LLC | 0.04% | Reduce -9.0% | 2,358 | $216K |
| Lloyd Advisory Services, LLC. | 0.10% | Add +2.5% | 2,344 | $215K |
| Latitude Advisors, LLC | 0.12% | Add +0.2% | 2,337 | $215K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 2,289 | $210K |
| Cooper Financial Group | 0.03% | Reduce -32.6% | 2,252 | $207K |
| One Plus One Wealth Management, LLC | 0.12% | No change | 2,218 | $204K |
| Oldfather Financial Services, LLC | 0.08% | No change | 2,215 | $203K |
| Cary Street Partners Asset Management LLC | 0.03% | Add +0.5% | 2,211 | $203K |
| Prudential PLC | 0.00% | Add +102.8% | 2,210 | $203K |
| Valued Retirements, Inc. | 0.28% | New | 2,200 | $202K |
| Fayez Sarofim & Co | 0.00% | No change | 2,200 | $202K |
| Toronto Dominion Bank | 0.00% | Add +15.4% | 2,198 | $202K |
| Redwood Investment Management, LLC | 0.02% | Reduce -0.6% | 2,194 | $201K |
| Blue Square Asset Management, LLC | 0.11% | Reduce -21.6% | 2,187 | $201K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -50.1% | 2,186 | $201K |
| Cottage Street Advisors LLC | 0.11% | No change | 2,185 | $201K |
| K.J. Harrison & Partners Inc | 0.03% | No change | 2,184 | $200K |
| Bogart Wealth, LLC | 0.01% | Add +60.1% | 2,062 | $189K |
| Atticus Wealth Management, LLC | 0.06% | Add +1.3% | 1,980 | $182K |
| Simplex Trading, LLC | 0.01% | New | 1,885 | $173K |
| Smartleaf Asset Management LLC | 0.02% | Add +581.8% | 1,868 | $171K |
| Matrix Trust Co | 0.03% | Add +83.1% | 1,738 | $160K |
| Mitchell Sinkler & Starr | 0.04% | Add +15.5% | 1,567 | $144K |
| Zazove Associates LLC | 0.26% | Reduce -65.9% | 1,535 | $141K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +55.9% | 1,504 | $138K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -21.5% | 1,463 | $134K |
| Thomas J. Herzfeld Advisors, Inc. | 0.04% | No change | 1,369 | $126K |
| Baldwin Wealth Partners LLC | 0.01% | Add +52.6% | 1,364 | $125K |
| Earned Wealth Advisors, LLC | 0.04% | New | 1,337 | $123K |
| Consultiva Wealth Management, Corp. | 0.94% | Reduce -4.1% | 1,287 | $118K |
| Provident Wealth Management, LLC | 0.04% | New | 1,271 | $117K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -4.1% | 1,228 | $113K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +84.1% | 1,193 | $109K |
| Westwind Capital | 0.03% | New | 1,175 | $108K |
| MGB Wealth Management, LLC | 0.04% | No change | 1,100 | $101K |
| Hollencrest Capital Management | 0.00% | No change | 1,098 | $101K |
| Banque Cantonale Vaudoise | 0.00% | New | 1,094 | $100K |
| Fourpath Capital Management, LLC | 0.02% | New | 1,068 | $98K |
| Western Pacific Wealth Management, LP | 0.06% | New | 1,000 | $92K |
| Ogorek Anthony Joseph /NY/ | 0.03% | Reduce -10.3% | 873 | $80K |
| Riggs Asset Managment Co. Inc. | 0.02% | Reduce -44.1% | 852 | $78K |
| Lowe Wealth Advisors, LLC | 0.03% | Add +9.6% | 831 | $76K |
| Raffa Wealth Management, LLC | 0.02% | Add +1.3% | 785 | $72K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +1.3% | 778 | $71K |
| NBT Bank, N.A. | 0.00% | New | 742 | $68K |
| Crewe Advisors LLC | 0.01% | No change | 710 | $65K |
| Highline Wealth Partners LLC | 0.02% | Reduce -52.9% | 704 | $65K |
| Claris Advisors, LLC / Mo / | 0.03% | New | 700 | $64K |
| Deane Retirement Strategies, Inc. | 0.03% | Reduce -99.6% | 684 | $63K |
| Clean Yield Group | 0.02% | Reduce -42.3% | 683 | $63K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +1.0% | 681 | $63K |
| Mather Group, Llc. | 0.00% | Add +228.2% | 663 | $61K |
| Ancora Advisors LLC | 0.00% | No change | 662 | $61K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Add +43.6% | 659 | $61K |
| Ascentis Wealth Management, LLC | 0.02% | — | 642 | $59K |
| Fifth Third Bancorp | 0.00% | Reduce -45.5% | 600 | $55K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.2% | 572 | $53K |
| Winthrop Capital Management, LLC | 0.02% | No change | 559 | $51K |
| Fortitude Family Office, LLC | 0.02% | Reduce -52.2% | 550 | $50K |
| BNP Paribas | 0.00% | New | 543 | $50K |
| Hemington Wealth Management | 0.01% | New | 539 | $49K |
| Anfield Capital Management, LLC | 0.02% | Add +6.3% | 493 | $45K |
| Kozak & Associates, Inc. | 0.01% | No change | 490 | $45K |
| REAP Financial Group, LLC | 0.01% | Add +2.0% | 450 | $41K |
| Wintrust Investments LLC | 0.03% | Reduce -90.3% | 446 | $41K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -2.2% | 436 | $40K |
| Main Street Group, LTD | 0.02% | No change | 420 | $39K |
| Atwood & Palmer Inc. | 0.00% | No change | 400 | $37K |
| Clear Point Advisors Inc. | 0.03% | Add +1.3% | 384 | $35K |
| Nemes Rush Group LLC | 0.00% | Reduce -61.0% | 367 | $34K |
| Colonial Trust Co / SC | 0.00% | No change | 347 | $32K |
| Global Trust Asset Management, LLC | 0.01% | New | 340 | $31K |
| Balentine LLC | 0.00% | No change | 335 | $31K |
| Bristlecone Advisors, LLC | 0.00% | New | 300 | $28K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 285 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -95.3% | 271 | $25K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $24K |
| Pacifica Partners Inc. | 0.01% | Add +628.6% | 255 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 252 | $23K |
| GoalVest Advisory LLC | 0.01% | No change | 245 | $22K |
| Versant Capital Management, Inc | 0.00% | No change | 230 | $21K |
| Ridgewood Investments LLC | 0.01% | No change | 227 | $21K |
| Mendota Financial Group, LLC | 0.01% | New | 200 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 195 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +44.3% | 189 | $17K |
| Signaturefd, LLC | 0.00% | Add +1.8% | 173 | $16K |
| Family Asset Management, LLC | 0.01% | No change | 170 | $16K |
| Pittenger & Anderson Inc. | 0.00% | No change | 168 | $15K |
| Sandy Spring Bank | 0.00% | Reduce -27.3% | 168 | $15K |
| Bessemer Group Inc. | 0.00% | Reduce -83.8% | 159 | $15K |
| NFSG Corp | 0.01% | Reduce -61.4% | 163 | $15K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 158 | $14K |
| Main Management ETF Advisors, LLC | 0.00% | No change | 150 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 150 | $14K |
| City Holding Co. | 0.00% | New | 150 | $14K |
| Avion Wealth | 0.00% | No change | 152 | $13K |
| Longfellow Investment Management Co. LLC | 0.00% | Reduce -66.2% | 114 | $10K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -4.3% | 112 | $10K |
| Dagco, Inc. | 0.00% | Reduce -23.4% | 111 | $10K |
| LRI Investments, LLC | 0.00% | No change | 107 | $10K |
| Whittier Trust Co. | 0.00% | New | 105 | $10K |
| Wellington Shields & Co., LLC | 0.00% | No change | 99 | $9K |
| WR Wealth Planners, LLC | 0.00% | Reduce -82.4% | 97 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -41.7% | 84 | $8K |
| TCTC Holdings, LLC | 0.00% | Reduce -7.0% | 80 | $7K |
| Annapolis Financial Services, LLC | 0.00% | No change | 64 | $6K |
| Coastline Trust Co | 0.00% | New | 61 | $6K |
| Toth Financial Advisory Corp. | 0.00% | Add +293.3% | 59 | $5K |
| Beacon Capital Management, LLC | 0.00% | New | 56 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -97.6% | 50 | $5K |
| MV Capital Management, Inc. | 0.00% | New | 44 | $4K |
| Evergreen Private Wealth LLC | 0.00% | Reduce -49.4% | 43 | $4K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 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% | No change | 36 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $3K |
| HBC Financial Services, PLLC | 0.00% | New | 34 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -99.7% | 38 | $3K |
| Key Financial Inc | 0.00% | Reduce -96.8% | 32 | $3K |
| WFA of San Diego, LLC | 0.00% | Reduce -57.4% | 29 | $3K |
| Bokf, NA | 0.00% | Add +42.1% | 27 | $2K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 26 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 22 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 21 | $2K |
| SWAN Capital LLC | 0.00% | New | 20 | $2K |
| Bfsg, LLC | 0.00% | Reduce -33.3% | 16 | $1K |
| Russell Investments Group, Ltd. | 0.00% | New | 15 | $1K |
| City State Bank | 0.00% | No change | 13 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 14 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 10 | $918 |
| Tower View Wealth Management LLC | 0.00% | New | 7 | $643 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $101 |
"% 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.