SS SPDR BB 1-3M T-Bill ETFBILETF
13F holders, Q4 2024 (December 31)1,128holders +86
104new positions
101sold out
6famous investors
$91.29avg. 13F price*
At the end of Q4 2024, 1,128 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 86 from Q3 2024. 104 opened new positions and 101 sold out. The largest holders were Morgan Stanley ($1.8B), Bank of America Corp. ($1.5B) and LPL Financial LLC ($1.1B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- SS SPDR BB 1-3M T-Bill ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $311.9M |
| Exits | 101 | $349.0M |
All 13F filers, Q3 2024 → Q4 2024: 31,610,847 shares bought and 25,020,279 shares sold, net +6,590,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,128 holders
| Morgan Stanley | 0.12% | Add +3.7% | 19,397,861 | $1.8B |
| Bank of America Corp. | 0.14% | Add +1.3% | 16,351,490 | $1.5B |
| LPL Financial LLC | 0.43% | Add +8.7% | 11,493,716 | $1.1B |
| UBS Group AG | 0.13% | Add +2.9% | 6,517,954 | $595.9M |
| Wells Fargo & Company | 0.13% | Add +7.9% | 6,111,140 | $558.7M |
| Envestnet Asset Management Inc. | 0.17% | Add +5.0% | 5,954,230 | $544.4M |
| Royal Bank of Canada | 0.11% | Add +5.3% | 5,644,142 | $516.0M |
| Capital Wealth Planning, LLC | 4.31% | Add +34.8% | 5,100,385 | $466.3M |
| Stifel Financial Corp. | 0.48% | Add +6.0% | 5,005,203 | $457.6M |
| Captrust Financial Advisors | 0.89% | Add +3.2% | 3,394,322 | $310.3M |
| Truist Financial Corp. | 0.44% | Reduce -42.1% | 3,061,968 | $280.0M |
| Raymond James Financial Inc. | 0.09% | — | 2,716,541 | $248.4M |
| 3EDGE Asset Management, LP | 14.97% | Add +200.4% | 2,654,458 | $242.7M |
| Osaic Holdings, Inc. | 0.49% | Reduce -14.8% | 2,404,942 | $219.4M |
| Cetera Investment Advisers | 0.46% | Add +16.7% | 2,388,241 | $218.4M |
| Capital International Investors | 0.04% | Reduce -33.9% | 2,235,797 | $204.4M |
| Partners Capital Investment Group, LLP | 5.44% | Reduce -7.4% | 2,162,143 | $197.7M |
| Beacon Capital Management, Inc. | 7.76% | Reduce -6.5% | 1,959,642 | $179.2M |
| Ameriprise Financial Inc. | 0.04% | Add +6.7% | 1,894,172 | $173.2M |
| Oppenheimer Asset Management Inc. | 2.05% | Reduce -3.4% | 1,843,014 | $168.5M |
| Cwm, LLC | 0.70% | Reduce -1.4% | 1,838,807 | $168.1M |
| BlackRock, Inc. | 0.00% | Add +104.3% | 1,744,189 | $159.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.68% | Reduce -6.8% | 1,728,657 | $159.4M |
| Synergy Asset Management, LLC | 11.68% | Add +130.9% | 1,647,966 | $151.0M |
| Eagle Capital Management LLC | 0.47% | Add +27.2% | 1,422,441 | $130.1M |
| Agf Management Ltd. | 0.62% | Add +75.3% | 1,361,259 | $124.5M |
| Dakota Wealth Management | 2.86% | Add +44.5% | 1,360,180 | $124.4M |
| Creative Planning | 0.12% | Add +14.7% | 1,341,540 | $122.7M |
| Cambridge Investment Research Advisors, Inc. | 0.41% | Add +7.6% | 1,332,775 | $121.9M |
| MBL Wealth, LLC | 10.95% | Add +67.3% | 1,190,644 | $108.9M |
| Howard Capital Management, LLC | 1.63% | Reduce -2.9% | 1,148,367 | $105.0M |
| Equitable Holdings, Inc. | 0.99% | Add +95.2% | 1,135,410 | $103.8M |
| Ashton Thomas Private Wealth, LLC | 4.00% | Add +381.4% | 1,123,276 | $102.7M |
| Sandhill Capital Partners LLC | 7.54% | Reduce -10.2% | 1,051,661 | $96.2M |
| Renaissance Technologies | 0.14% | Add +10.9% | 1,010,000 | $92.3M |
| Assetmark, Inc. | 0.25% | Add +24.0% | 998,844 | $91.3M |
| Dimension Capital Management LLC | 14.47% | New | 969,011 | $88.6M |
| AQR Capital Management | 0.11% | Add +906.5% | 963,468 | $88.1M |
| Private Advisor Group, LLC | 0.49% | Add +11.4% | 949,571 | $86.8M |
| Impact Partnership Wealth, LLC | 17.32% | Add +20.2% | 938,605 | $85.8M |
| Ieq Capital, LLC | 0.80% | Add +533.4% | 904,477 | $82.7M |
| Axxcess Wealth Management, LLC | 2.04% | Add +6.0% | 901,745 | $82.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +28.5% | 815,788 | $74.6M |
| Millennium Management | 0.07% | Add +25.4% | 798,079 | $73.0M |
| Cypress Capital, LLC | 20.70% | Reduce -6.4% | 791,861 | $72.4M |
| Capital Asset Advisory Services LLC | 3.51% | Add +2.0% | 779,952 | $71.3M |
| Twelve Points Wealth Management LLC | 19.82% | Add +13.7% | 753,952 | $68.9M |
| Sollinda Capital Management LLC | 18.00% | Add +24.1% | 716,304 | $65.5M |
| Capital Investment Advisory Services, LLC | 6.29% | Add +10.6% | 714,609 | $65.3M |
| Advisory Services Network, LLC | 1.20% | Reduce -11.3% | 706,038 | $64.6M |
| Foundations Investment Advisors, LLC | 1.24% | Reduce -21.2% | 703,960 | $64.4M |
| Composition Wealth, LLC | 1.29% | Add +31.5% | 697,987 | $63.8M |
| Delta Investment Management, LLC | 12.31% | Add +404.2% | 691,220 | $63.2M |
| CWA Asset Management Group, LLC | 3.02% | Add +116.4% | 654,730 | $59.9M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -12.3% | 649,424 | $59.4M |
| Envestnet Portfolio Solutions, Inc. | 0.19% | Add +45.6% | 628,996 | $57.5M |
| Mariner, LLC | 0.09% | Add +33.1% | 616,992 | $56.4M |
| Baird Financial Group, Inc. | 0.10% | Reduce -4.4% | 595,207 | $54.4M |
| JPMorgan Chase & Co. | 0.00% | Add +18.6% | 579,545 | $53.0M |
| EP Wealth Advisors, LLC | 0.43% | Reduce -2.0% | 572,020 | $52.3M |
| Rockefeller Capital Management L.P. | 0.13% | Add +22.4% | 565,384 | $51.7M |
| HSBC Holdings PLC | 0.03% | Reduce -18.3% | 549,010 | $50.2M |
| HighTower Advisors, LLC | 0.07% | Add +33.4% | 547,055 | $50.0M |
| Moneta Group Investment Advisors LLC | 0.69% | Add +39.9% | 542,600 | $49.6M |
| Running Point Capital Advisors, LLC | 16.70% | Add +106.0% | 533,322 | $48.8M |
| Federation des caisses Desjardins du Quebec | 0.24% | Add +67.6% | 525,671 | $48.1M |
| St. Louis Financial Planners Asset Management, LLC | 34.12% | Add +16.4% | 516,560 | $47.2M |
| Acorns Advisers, LLC | 0.45% | Add +1.4% | 508,855 | $46.5M |
| Northstar Group, Inc. | 7.78% | Add +15.8% | 489,008 | $44.7M |
| Salomon & Ludwin, LLC | 4.67% | Reduce -0.2% | 482,471 | $44.1M |
| Atria Wealth Solutions, Inc. | 0.48% | Add +11.8% | 474,238 | $43.4M |
| 49 Wealth Management, LLC | 6.04% | Add +24.4% | 463,294 | $42.4M |
| Fortis Group Advisors, LLC | 7.69% | Add +13.3% | 451,561 | $41.3M |
| McElhenny Sheffield Capital Management, LLC | 13.55% | Add +3451.9% | 442,140 | $40.4M |
| MML Investors Services, LLC | 0.14% | Add +42.7% | 429,129 | $39.2M |
| Financial & Tax Architects, LLC | 9.89% | Add +88.4% | 424,653 | $38.8M |
| Integrated Advisors Network LLC | 1.82% | Add +170.8% | 415,634 | $38.0M |
| RFG Advisory, LLC | 1.07% | Add +62.6% | 413,894 | $37.8M |
| Carrera Capital Advisors | 8.50% | Add +9.6% | 397,318 | $36.3M |
| Sprott Inc. | 2.40% | Add +99.7% | 394,009 | $36.0M |
| St. James Investment Company, LLC | 6.22% | Add +35.5% | 393,998 | $36.0M |
| Trilogy Capital Inc. | 1.85% | Reduce -34.2% | 393,587 | $36.0M |
| Natixis Advisors, LLC | 0.07% | Add +6.6% | 393,315 | $36.0M |
| Centaurus Financial, Inc. | 2.17% | Reduce -16.9% | 389,405 | $35.6M |
| Bridgewealth Advisory Group, LLC | 9.79% | Add +20.3% | 378,217 | $34.6M |
| Sykon Capital LLC | 11.74% | Add +1154.0% | 372,757 | $34.1M |
| Townsquare Capital LLC | 0.38% | Add +125.6% | 372,128 | $34.0M |
| Westwood Holdings Group Inc. | 0.26% | Add +41.3% | 371,285 | $33.9M |
| Turning Point Benefit Group, Inc. | 31.59% | — | 363,349 | $33.2M |
| Brasada Capital Management, LP | 5.89% | Add +92.4% | 362,045 | $33.1M |
| Convergence Financial, LLC | 6.54% | Reduce -16.4% | 358,722 | $32.8M |
| Brookstone Capital Management | 0.48% | Reduce -10.7% | 358,293 | $32.8M |
| Auour Investments LLC | 11.16% | Reduce -3.4% | 347,740 | $31.9M |
| Innovative Advisory Group, LLC | 28.11% | — | 344,827 | $31.5M |
| Hibernia Wealth Partners, LLC | 23.82% | Reduce -46.8% | 340,621 | $31.1M |
| Avantax Advisory Services, Inc. | 0.19% | Add +16.2% | 336,885 | $30.8M |
| Hanover Advisors Inc. | 12.83% | Add +9.0% | 334,535 | $30.6M |
| Keating Investment Counselors Inc. | 9.36% | Add +16.8% | 327,742 | $30.0M |
| First Eagle Investment Management, LLC | 0.07% | Reduce -9.2% | 322,746 | $29.5M |
| Tectonic Advisors LLC | 1.89% | Reduce -10.0% | 316,895 | $29.0M |
| EverSource Wealth Advisors, LLC | 1.61% | Add +12.4% | 314,030 | $28.7M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -96.4% | 303,832 | $27.8M |
| Bank of Nova Scotia | 0.05% | Add +143.5% | 302,697 | $27.7M |
| Udine Wealth Management, Inc. | 17.71% | Add +17.7% | 301,528 | $27.6M |
| Citigroup Inc. | 0.03% | Reduce -3.9% | 300,487 | $27.5M |
| Fort Point Capital Partners LLC | 3.07% | Add +23.7% | 300,135 | $27.4M |
| Bell Bank | 2.04% | Add +6.8% | 299,766 | $27.4M |
| Alethea Capital Management, LLC | 23.38% | Reduce -7.8% | 298,752 | $27.3M |
| NorthCoast Asset Management LLC | 0.13% | Reduce -5.7% | 294,018 | $26.9M |
| Strategic Wealth Investment Group, LLC | 1.48% | Add +13.4% | 291,943 | $26.8M |
| McGuire Investment Group, LLC | 3.83% | Reduce -0.2% | 290,162 | $26.5M |
| Altfest L J & Co. Inc. | 3.38% | Add +21.7% | 289,498 | $26.5M |
| Managed Asset Portfolios, LLC | 3.92% | Add +5.3% | 289,142 | $26.4M |
| Steward Partners Investment Advisory, LLC | 0.23% | Add +7.6% | 287,697 | $26.3M |
| &partners | 0.31% | Add +38.4% | 284,416 | $26.0M |
| Concurrent Investment Advisors, LLC | 0.70% | Add +86.4% | 281,807 | $25.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +14.3% | 281,270 | $25.7M |
| Beacon Financial Group | 2.70% | Add +6.5% | 274,599 | $25.1M |
| GeoWealth Management, LLC | 0.82% | Add +260.7% | 272,645 | $24.9M |
| Gitterman Wealth Management, LLC | 10.39% | Add +0.0% | 271,965 | $24.9M |
| Sanctuary Advisors, LLC | 0.16% | Add +4.7% | 269,810 | $24.7M |
| Pacific Capital Wealth Advisors, Inc. | 4.09% | Add +3.8% | 267,901 | $24.5M |
| One Capital Management, LLC | 0.80% | Reduce -6.0% | 264,634 | $24.2M |
| Elevation Capital Advisory, LLC | 10.36% | Add +162.0% | 264,394 | $24.2M |
| 12th Street Asset Management Company, LLC | 3.91% | Reduce -39.7% | 259,619 | $23.7M |
| Eagle Rock Investment Company, LLC | 3.91% | Reduce -1.4% | 257,025 | $23.5M |
| Saratoga Research & Investment Management | 1.18% | Add +5.9% | 256,411 | $23.4M |
| Berkshire Money Management, Inc. | 2.54% | Add +5.7% | 255,520 | $23.4M |
| USA Financial Formulas | 3.63% | Add +3.2% | 252,502 | $23.1M |
| Mutual Advisors, LLC | 0.66% | Reduce -0.5% | 250,080 | $22.9M |
| Scharf Investments, LLC | 0.68% | Reduce -45.4% | 249,690 | $22.8M |
| New Age Alpha Advisors, LLC | 0.92% | New | 247,500 | $22.6M |
| Clarkston Capital Partners, LLC | 0.43% | Reduce -3.2% | 243,363 | $22.3M |
| Capital World Investors | 0.00% | Reduce -14.9% | 241,202 | $22.0M |
| Clearstead Advisors, LLC | 0.33% | Add +333.2% | 237,552 | $21.7M |
| Strategic Investment Advisors / MI | 2.24% | Add +14.9% | 230,284 | $21.1M |
| Gradient Investments LLC | 0.42% | Add +22.5% | 229,571 | $21.0M |
| Full Sail Capital, LLC | 1.33% | Reduce -1.9% | 227,621 | $20.8M |
| Banco Santander, S.A. | 0.25% | Reduce -15.5% | 222,787 | $20.4M |
| Financial Management Professionals, Inc. | 2.55% | Add +8668.3% | 220,435 | $20.2M |
| Blueprint Investment Partners LLC | 3.18% | Add +1664.4% | 219,063 | $20.0M |
| Integrity Alliance, Llc. | 2.16% | — | 218,296 | $20.0M |
| NewEdge Advisors, LLC | 0.12% | Reduce -12.2% | 217,347 | $19.9M |
| Freedom Investment Management, Inc. | 1.65% | Reduce -33.3% | 217,322 | $19.9M |
| Austin Wealth Management, LLC | 4.07% | Add +52.1% | 214,412 | $19.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.58% | Reduce -5.9% | 212,200 | $19.4M |
| Tompkins Financial Corp. | 1.80% | Add +11.7% | 211,981 | $19.4M |
| Park Avenue Securities LLC | 0.20% | Add +31.1% | 211,319 | $19.3M |
| Bank of New York Mellon Corp | 0.00% | Add +4.3% | 209,699 | $19.2M |
| Virtue Capital Management, LLC | 3.85% | Add +86.2% | 209,060 | $19.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +14.6% | 208,572 | $19.1M |
| Jacobi Capital Management LLC | 1.42% | Add +1.6% | 207,999 | $19.0M |
| Founders Grove Wealth Partners, LLC | 5.48% | — | 207,163 | $18.9M |
| Coppell Advisory Solutions LLC | 2.65% | Add +4.3% | 207,198 | $18.9M |
| Zacks Investment Management | 0.17% | Add +12.9% | 205,397 | $18.8M |
| Arete Wealth Advisors, LLC | 1.35% | Add +23.7% | 204,562 | $18.7M |
| Belpointe Asset Management LLC | 1.12% | Add +14.6% | 203,142 | $18.7M |
| Trek Financial, LLC | 1.38% | Reduce -21.1% | 202,073 | $18.5M |
| Private Wealth Group, LLC | 8.96% | Add +18.0% | 200,374 | $18.3M |
| B & T Capital Management DBA Alpha Capital Management | 3.35% | New | 200,129 | $18.3M |
| Global Retirement Partners, LLC | 0.52% | Reduce -30.8% | 199,880 | $18.3M |
| RPS Advisory Solutions LLC | 11.32% | Add +13.1% | 198,957 | $18.2M |
| Oppenheimer & Co. Inc. | 0.27% | Reduce -24.7% | 198,277 | $18.1M |
| Teamwork Financial Advisors, LLC | 2.35% | Add +0.8% | 197,396 | $18.0M |
| Verdence Capital Advisors LLC | 1.45% | Add +1.6% | 197,202 | $18.0M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -2.5% | 196,268 | $18.0M |
| United Capital Financial Advisors, LLC | 0.15% | Add +167.2% | 196,247 | $17.9M |
| Cornerstone Investment Partners, LLC | 0.88% | Add +2.1% | 194,124 | $17.7M |
| Pacific Point Advisors, LLC | 10.72% | — | 192,922 | $17.6M |
| Strategic Advisors LLC | 3.18% | Add +10.5% | 192,193 | $17.6M |
| Apriem Advisors | 1.98% | Add +25.3% | 189,475 | $17.3M |
| Richard Bernstein Advisors LLC | 0.39% | Add +8.2% | 188,153 | $17.2M |
| Milestone Asset Management, LLC | 3.79% | Reduce -45.5% | 187,525 | $17.1M |
| Curran Financial Partners, LLC | 4.48% | Add +19.6% | 186,484 | $17.1M |
| Strategic Wealth Partners, Ltd. | 1.40% | Add +41.4% | 184,495 | $16.9M |
| Transce3nd, LLC | 5.67% | — | 183,206 | $16.8M |
| Heritage Oak Wealth Advisors LLC | 7.97% | New | 182,476 | $16.7M |
| Private Portfolio Partners LLC | 3.05% | Add +4.2% | 181,184 | $16.6M |
| Cresset Asset Management, LLC | 0.08% | Add +57.4% | 180,334 | $16.5M |
| Flagship Harbor Advisors, LLC | 0.87% | Add +53.3% | 180,271 | $16.5M |
| Clearstead Trust, LLC | 3.52% | Add +14.8% | 178,307 | $16.3M |
| Prostatis Group LLC | 4.75% | Reduce -48.3% | 178,070 | $16.3M |
| Titleist Asset Management, LLC | 1.86% | Add +34.5% | 177,065 | $16.2M |
| Allworth Financial LP | 0.09% | Add +14.0% | 176,544 | $16.2M |
| Thor Trading Advisors, LLC | 14.63% | — | 176,966 | $16.2M |
| VanWeelden Wealth Management, LLC | 14.57% | — | 176,409 | $16.1M |
| Great Valley Advisor Group, Inc. | 0.36% | Add +30.9% | 174,202 | $15.9M |
| Focus Partners Wealth | 0.04% | Add +196.9% | 171,446 | $15.7M |
| Winch Advisory Services, LLC | 4.08% | Add +3.4% | 171,430 | $15.7M |
| Stratos Wealth Advisors, LLC | 0.75% | Add +6.5% | 171,083 | $15.6M |
| NorthRock Partners, LLC | 0.50% | Add +9.8% | 169,139 | $15.5M |
| McNamara Financial Services, Inc. | 3.63% | Reduce -0.9% | 168,643 | $15.4M |
| Gotham Asset Management | 0.14% | Add +453.3% | 166,548 | $15.2M |
| Oliver Lagore Vanvalin Investment Group | 3.87% | Reduce -14.0% | 165,187 | $15.1M |
| Private Management Group Inc. | 0.54% | Add +79.7% | 165,017 | $15.1M |
| Focused Wealth Management, Inc | 2.04% | Add +5.8% | 164,954 | $15.1M |
| Silverleafe Capital Partners, LLC | 4.78% | Reduce -13.3% | 164,882 | $15.1M |
| Strategic Financial Concepts, LLC | 2.86% | Reduce -2.5% | 163,190 | $14.9M |
| Rehmann Capital Advisory Group | 0.94% | Add +32.7% | 162,158 | $14.8M |
| Roundview Capital LLC | 1.03% | Add +14.0% | 160,795 | $14.7M |
| Bank of Montreal | 0.01% | Reduce -33.4% | 156,404 | $14.3M |
| Aurora Investment Managers, LLC. | 8.94% | Add +1905.8% | 155,733 | $14.2M |
| Wealthfront Advisers LLC | 0.04% | Reduce -4.2% | 154,433 | $14.1M |
| Comerica Bank | 0.06% | Add +14.3% | 153,788 | $14.1M |
| Lake Street Advisors Group, LLC | 0.64% | Reduce -64.1% | 151,088 | $13.8M |
| First Wilshire Securities Management Inc. | 3.75% | Reduce -2.3% | 150,894 | $13.8M |
| Hofer & Associates. Inc | 9.12% | Add +18.8% | 148,618 | $13.6M |
| Exchange Traded Concepts, LLC | 0.28% | Add +67.5% | 148,406 | $13.6M |
| GM Advisory Group, LLC | 0.75% | Add +41.3% | 148,370 | $13.6M |
| Independent Advisor Alliance | 0.18% | New | 147,761 | $13.5M |
| Donald L. Hagan, LLC | 6.94% | Add +32.1% | 146,274 | $13.4M |
| Jim Saulnier & Associates, LLC | 11.39% | Reduce -34.4% | 144,257 | $13.2M |
| DBK Financial Counsel, LLC | 13.28% | Add +6.9% | 144,196 | $13.2M |
| Norris Financial Group, LLC | 6.14% | Add +18.3% | 142,907 | $13.1M |
| Saiph Capital, LLC | 5.87% | Reduce -4.2% | 141,472 | $12.9M |
| Atria Investments, Inc | 0.16% | Reduce -45.7% | 141,265 | $12.9M |
| Stableford Capital II LLC | 5.05% | Add +63.7% | 139,858 | $12.8M |
| B. Riley Wealth Advisors, Inc. | 0.42% | Add +52.9% | 139,572 | $12.8M |
| DT Investment Partners, LLC | 1.07% | Add +416.8% | 138,583 | $12.7M |
| Retirement Capital Strategies | 4.80% | New | 138,497 | $12.7M |
| Worth Asset Management, LLC | 6.59% | Add +57.7% | 135,008 | $12.3M |
| Marshfield Associates | 0.27% | Add +9.0% | 133,975 | $12.2M |
| ADAR1 Capital Management, LLC | 2.57% | Add +504.9% | 131,786 | $12.0M |
| Private Advisory Group LLC | 1.35% | Add +1878.3% | 131,500 | $12.0M |
| Three Seasons Wealth, LLC | 5.85% | Reduce -26.8% | 131,356 | $12.0M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +9.2% | 130,687 | $11.9M |
| MRWM Advisors, LLC | 9.33% | — | 130,310 | $11.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.83% | New | 130,000 | $11.9M |
| Kingsview Wealth Management, LLC | 0.23% | Add +5.0% | 129,755 | $11.9M |
| Tucker Asset Management LLC | 2.67% | Add +169.6% | 129,006 | $11.8M |
| Kensington Asset Management, LLC | 0.69% | New | 128,143 | $11.7M |
| Liquid Strategies, LLC | 2.41% | New | 128,143 | $11.7M |
| Vigilare Wealth Management | 4.74% | Add +535.7% | 127,686 | $11.7M |
| Accurate Wealth Management, LLC | 2.22% | Add +197.2% | 126,454 | $11.6M |
| Stratos Wealth Partners, LTD. | 0.16% | Reduce -7.6% | 126,090 | $11.5M |
| G&S Capital LLC | 4.76% | Reduce -23.4% | 126,020 | $11.5M |
| Cabot Wealth Management Inc. | 1.46% | Add +348.7% | 125,331 | $11.5M |
| FSC Wealth Advisors, LLC | 7.25% | Reduce -2.8% | 123,143 | $11.3M |
| Stelac Advisory Services LLC | 4.37% | Add +32.4% | 122,458 | $11.2M |
| NDWM LLC | 9.31% | Reduce -30.6% | 121,819 | $11.1M |
| Modern Wealth Management, LLC | 0.40% | Reduce -18.9% | 117,855 | $10.8M |
| Treasure Coast Financial Planning | 7.08% | Add +0.3% | 117,473 | $10.7M |
| Ameritas Advisory Services, LLC | 0.37% | Add +46.1% | 117,102 | $10.7M |
| Second Half Financial Partners, LLC | 5.23% | Reduce -56.9% | 117,026 | $10.7M |
| MOKAN Wealth Management Inc. | 6.76% | — | 116,186 | $10.6M |
| Moulton Wealth Management, Inc. | 8.14% | Add +101.5% | 115,973 | $10.6M |
| Parkwood LLC | 1.30% | Add +107.8% | 115,400 | $10.6M |
| Founders Financial Securities LLC | 0.95% | Reduce -1.0% | 114,864 | $10.5M |
| Kohmann Bosshard Financial Services, LLC | 1.26% | Add +40.6% | 114,552 | $10.5M |
| Fagan Associates, Inc. | 1.66% | Add +74.1% | 114,319 | $10.5M |
| Farther Finance Advisors, LLC | 0.37% | Add +638.6% | 112,211 | $10.3M |
| Legacy Investment Solutions, LLC | 6.72% | Reduce -15.2% | 111,759 | $10.2M |
| Legacy Wealth Managment, LLC | 6.72% | Reduce -15.2% | 111,759 | $10.2M |
| Boomfish Wealth Group, LLC | 6.11% | Add +40.1% | 110,183 | $10.1M |
| Vivid Wealth Management, LLC | 5.06% | Add +8.0% | 109,291 | $10.0M |
| Silver Oak Securities, Incorporated | 0.93% | Add +37.9% | 109,157 | $10.0M |
| Richmond Brothers, Inc. | 6.38% | Reduce -1.0% | 108,817 | $9.9M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -23.1% | 108,316 | $9.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 106,722 | $9.8M |
| Hershey Financial Advisers, LLC | 8.54% | — | 106,084 | $9.7M |
| Malaga Cove Capital, LLC | 3.79% | Add +2.8% | 105,654 | $9.7M |
| Lakewood Asset Management LLC | 6.50% | Reduce -8.9% | 103,282 | $9.4M |
| MRA Advisory Group | 4.92% | Add +3.2% | 101,562 | $9.3M |
| Jefferies Financial Group Inc. | 0.11% | Add +17.9% | 101,208 | $9.3M |
| Everstar Asset Management, LLC | 6.54% | Add +16.2% | 101,076 | $9.2M |
| National Bank of Canada | 0.01% | Reduce -41.8% | 100,465 | $9.2M |
| Kestra Advisory Services, LLC | 0.05% | Add +28.4% | 100,226 | $9.2M |
| Palogic Value Management, L.P. | 3.74% | No change | 100,098 | $9.2M |
| Bison Wealth, LLC | 2.00% | Reduce -11.0% | 99,276 | $9.1M |
| Rovin Capital /Ut/ | 3.26% | Add +492.6% | 99,182 | $9.1M |
| Mgo One Seven LLC | 0.35% | Add +4.5% | 98,973 | $9.0M |
| Independent Financial Group, LLC | 0.30% | Add +28.6% | 98,860 | $9.0M |
| Clear Creek Financial Management, LLC | 0.97% | Reduce -78.0% | 97,661 | $8.9M |
| Benedict Financial Advisors Inc. | 2.13% | Add +26.9% | 96,174 | $8.8M |
| Smart Money Group LLC | 3.02% | Add +3.4% | 95,719 | $8.8M |
| Entrewealth, LLC | 8.05% | — | 95,314 | $8.7M |
| US Financial Advisors, LLC | 2.66% | Reduce -5.8% | 94,755 | $8.7M |
| Trivium Point Advisory, LLC | 1.08% | Reduce -2.5% | 93,771 | $8.6M |
| Fortis Capital Advisors, LLC | 2.92% | Add +27.8% | 93,207 | $8.6M |
| Forza Wealth Management, LLC | 3.89% | Add +206.9% | 93,424 | $8.5M |
| PFG Investments, LLC | 0.53% | Reduce -3.8% | 93,026 | $8.5M |
| Guidance Capital, Inc. | 2.59% | Add +9.2% | 92,309 | $8.5M |
| Park Edge Advisors, LLC | 2.44% | Reduce -15.2% | 91,835 | $8.4M |
| Financial Advocates Investment Management | 0.47% | Reduce -16.2% | 91,225 | $8.3M |
| CoreCap Advisors, LLC | 0.38% | Add +5.4% | 90,558 | $8.3M |
| WCG Wealth Advisors LLC | 0.55% | Add +13.9% | 90,539 | $8.3M |
| Sovran Advisors, LLC | 1.18% | — | 90,037 | $8.2M |
| Occidental Asset Management, LLC | 1.29% | Reduce -28.8% | 90,143 | $8.2M |
| Cerity Partners LLC | 0.02% | Add +42.1% | 89,362 | $8.2M |
| Ranch Capital Advisors Inc. | 3.86% | Add +1.6% | 89,326 | $8.2M |
| Epoch Investment Partners, Inc. | 0.04% | Add +8.4% | 87,686 | $8.0M |
| AE Wealth Management LLC | 0.07% | Add +1.4% | 87,067 | $8.0M |
| Iams Wealth Management, LLC | 3.64% | Reduce -21.9% | 86,841 | $7.9M |
| Capital Advisors, Ltd. LLC | 1.00% | Reduce -3.9% | 86,772 | $7.9M |
| L.M. Kohn & Company | 2.03% | Add +15.6% | 85,821 | $7.8M |
| Hedeker Wealth, LLC | 1.94% | Add +73.5% | 85,211 | $7.8M |
| IMA Advisory Services, Inc. | 0.93% | Reduce -17.7% | 84,723 | $7.7M |
| Paragon Capital Management Inc. | 6.04% | Reduce -5.3% | 84,520 | $7.7M |
| Hilton Capital Management, LLC | 0.66% | Reduce -1.3% | 83,937 | $7.7M |
| Guild Investment Management, Inc. | 8.30% | Add +10.8% | 83,353 | $7.6M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -58.0% | 83,178 | $7.6M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -58.0% | 83,178 | $7.6M |
| Capital Wealth Alliance, LLC | 4.30% | Reduce -29.8% | 83,012 | $7.6M |
| J2 Capital Management Inc | 7.07% | — | 82,392 | $7.5M |
| Geneos Wealth Management Inc. | 0.26% | Add +6.9% | 81,667 | $7.5M |
| IFG Advisory, LLC | 0.42% | Reduce -12.3% | 81,148 | $7.4M |
| Client First Capital LLC | 3.79% | Reduce -56.4% | 80,660 | $7.4M |
| Founders Financial Alliance, LLC | 2.03% | Reduce -1.2% | 80,657 | $7.4M |
| Sargent Investment Group, LLC | 1.20% | Reduce -6.0% | 80,393 | $7.4M |
| MCF Advisors LLC | 0.52% | Add +6.9% | 80,381 | $7.3M |
| IHT Wealth Management, LLC | 0.24% | Reduce -49.0% | 80,120 | $7.3M |
| Beam Wealth Advisors, Inc. | 2.32% | Add +18.1% | 80,077 | $7.3M |
| CPR Investments Inc. | 6.57% | Reduce -15.5% | 79,597 | $7.3M |
| Morgan Dempsey Capital Management LLC | 2.91% | Reduce -3.4% | 79,103 | $7.2M |
| Jordan Park Group LLC | 0.53% | Add +13.2% | 79,100 | $7.2M |
| SLT Holdings LLC | 6.96% | — | 78,499 | $7.2M |
| GenTrust, LLC | 0.31% | Reduce -42.6% | 78,323 | $7.2M |
| Tempus Wealth Planning, LLC | 2.17% | Reduce -4.5% | 77,692 | $7.1M |
| Creekmur Asset Management LLC | 1.62% | Reduce -3.1% | 77,300 | $7.1M |
| Kintayl Capital LP | 6.49% | — | 76,579 | $7.0M |
| Graves Light Lenhart Wealth, Inc. | 0.87% | Reduce -4.4% | 76,483 | $7.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -77.3% | 75,550 | $6.9M |
| Alliance Wealth Advisors, LLC | 1.78% | Add +234.0% | 75,455 | $6.9M |
| West Financial Advisors, LLC | 1.33% | Reduce -7.9% | 75,210 | $6.9M |
| Ceera Investments, LLC | 2.35% | Add +18.4% | 75,002 | $6.9M |
| ArrowMark Colorado Holdings LLC | 0.09% | Add +123.6% | 74,985 | $6.9M |
| Robinswood Financial LLC | 2.55% | Add +37.6% | 73,874 | $6.8M |
| Harbor Investment Advisory, LLC | 0.63% | Add +18.6% | 73,769 | $6.7M |
| Sterling Investment Management, LLC | 5.28% | Reduce -25.6% | 73,561 | $6.7M |
| Luken Investment Analytics, LLC | 3.11% | Reduce -5.1% | 73,483 | $6.7M |
| Rosenberg Matthew Hamilton | 1.73% | Add +3.2% | 72,881 | $6.7M |
| Greenfield Seitz Capital Management, LLC | 2.50% | Reduce -0.7% | 71,779 | $6.6M |
| Meridian Wealth Management, LLC | 0.31% | Add +5.5% | 71,580 | $6.5M |
| Silicon Valley Capital Partners | 0.72% | New | 70,687 | $6.5M |
| Wealthcare Advisory Partners LLC | 0.18% | Reduce -3.1% | 70,507 | $6.4M |
| RiverTree Advisors, LLC | 4.23% | Add +48.9% | 70,364 | $6.4M |
| Randolph Co Inc | 0.72% | Add +422.8% | 70,247 | $6.4M |
| Diversified Portfolios, Inc. | 0.70% | Add +4.8% | 70,221 | $6.4M |
| GFI Investment Counsel Ltd. | 0.73% | No change | 69,863 | $6.4M |
| Clarity Financial LLC | 0.76% | Reduce -54.9% | 69,848 | $6.4M |
| Venturi Wealth Management, LLC | 0.31% | Add +167.9% | 69,700 | $6.4M |
| Strategic Blueprint, LLC | 0.38% | Reduce -10.5% | 69,349 | $6.3M |
| Csenge Advisory Group | 0.34% | Add +17.4% | 69,297 | $6.3M |
| Fiduciary Alliance LLC | 0.64% | Add +800.6% | 69,114 | $6.3M |
| Synovus Financial Corp. | 0.08% | Reduce -32.7% | 68,555 | $6.3M |
| Bleakley Financial Group, LLC | 0.19% | Reduce -16.1% | 68,510 | $6.3M |
| Choreo, LLC | 0.09% | Add +42.6% | 67,988 | $6.2M |
| DAVENPORT & Co LLC | 0.04% | Add +16.9% | 67,763 | $6.2M |
| Capstone Wealth Management Group LLC | 4.65% | — | 66,885 | $6.1M |
| Portside Wealth Group, LLC | 1.01% | Add +149.8% | 66,862 | $6.1M |
| DSG Capital Advisors, LLC | 1.11% | — | 66,822 | $6.1M |
| MN Wealth Advisors, LLC | 3.42% | Add +22.0% | 66,452 | $6.1M |
| TKG Advisors, LLC | 2.80% | Reduce -58.4% | 66,185 | $6.1M |
| Aspire Private Capital, LLC | 1.49% | Add +12.6% | 65,902 | $6.0M |
| Vishria Bird Financial Group, LLC | 2.10% | Reduce -14.3% | 65,400 | $6.0M |
| Crestwood Advisors Group, LLC | 0.11% | Add +17.5% | 65,404 | $6.0M |
| Signal Advisors Wealth, LLC | 0.67% | Add +777.2% | 65,150 | $6.0M |
| Choate Investment Advisors | 0.14% | Reduce -61.5% | 64,962 | $5.9M |
| Compass Financial Services Inc | 3.35% | — | 64,667 | $5.9M |
| First International Bank & Trust | 1.91% | Reduce -6.3% | 64,639 | $5.9M |
| Spartan Planning & Wealth Management | 5.39% | — | 64,542 | $5.9M |
| Elmwood Wealth Management, Inc. | 2.37% | Add +138.3% | 64,300 | $5.9M |
| Aptus Capital Advisors, LLC | 0.07% | Add +78.6% | 64,067 | $5.9M |
| Cibc World Market Inc. | 0.01% | Reduce -2.7% | 63,884 | $5.8M |
| Corient Private Wealth LP | 0.01% | Add +18.7% | 63,403 | $5.8M |
| Legacy Capital Group California, Inc. | 1.73% | Add +7.9% | 62,197 | $5.7M |
| Retireful, LLC | 3.20% | Reduce -2.5% | 62,147 | $5.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.15% | Add +32.7% | 62,086 | $5.7M |
| Wellspring Financial Advisors, LLC | 0.59% | New | 61,728 | $5.6M |
| Advisors Preferred, LLC | 0.91% | Add +1.1% | 61,700 | $5.6M |
| Hilltop Holdings Inc. | 0.36% | Reduce -4.0% | 61,541 | $5.6M |
| Fortis Capital Management LLC | 1.04% | Add +68.6% | 61,479 | $5.6M |
| Lumbard & Kellner, LLC | 2.39% | Reduce -1.4% | 60,900 | $5.6M |
| Balefire, LLC | 1.90% | Add +84.6% | 60,702 | $5.6M |
| Palouse Capital Management, Inc. | 3.66% | Add +14.1% | 60,271 | $5.5M |
| Stiles Financial Services Inc | 1.99% | Reduce -10.9% | 60,187 | $5.5M |
| Certior Financial Group, LLC | 4.86% | — | 59,906 | $5.5M |
| Night Owl Capital Management, LLC | 0.70% | Add +63.6% | 59,373 | $5.4M |
| TD Waterhouse Canada Inc. | 0.04% | Add +18.2% | 59,365 | $5.4M |
| Investor's Fiduciary Advisor Network, LLC | 2.06% | — | 58,990 | $5.4M |
| Wheelhouse Advisory Group LLC | 3.18% | Add +6.9% | 58,639 | $5.4M |
| Professional Financial Advisors, LLC | 1.37% | Add +5.5% | 58,417 | $5.3M |
| Ami Asset Management Corp. | 0.28% | Reduce -14.8% | 57,946 | $5.3M |
| IFP Advisors, Inc | 0.17% | Add +0.3% | 57,936 | $5.3M |
| Rialto Wealth Management, LLC | 1.73% | — | 57,457 | $5.3M |
| D.A. Davidson & Co. | 0.04% | New | 57,343 | $5.2M |
| Webster Bank, N. A. | 0.56% | Reduce -8.9% | 57,294 | $5.2M |
| Lionsbridge Wealth Management LLC | 4.38% | New | 57,110 | $5.2M |
| Freestate Advisors LLC | 5.38% | Reduce -19.7% | 56,918 | $5.2M |
| Krilogy Financial LLC | 0.35% | Add +50.5% | 56,732 | $5.2M |
| Moneco Advisors, LLC | 0.55% | Add +24.6% | 56,551 | $5.2M |
| Waterloo Capital, L.P. | 0.54% | Add +211.6% | 56,433 | $5.2M |
| FWL Investment Management, LLC | 1.87% | Add +68.5% | 56,286 | $5.1M |
| Wick Capital Partners, LLC | 1.52% | Add +383.8% | 56,267 | $5.1M |
| Brown Advisory Inc. | 0.01% | Add +1.2% | 56,085 | $5.1M |
| Fiduciary Financial Group, LLC | 1.11% | Add +5.1% | 55,385 | $5.1M |
| Insight 2811, Inc. | 2.60% | Reduce -4.5% | 55,242 | $5.1M |
| RIA Advisory Group LLC | 1.70% | Reduce -86.7% | 54,643 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | Add +134.7% | 54,571 | $5.0M |
| NorthCrest Asset Manangement, LLC | 0.15% | Reduce -8.0% | 54,131 | $4.9M |
| CapWealth Advisors, LLC | 0.55% | Reduce -18.6% | 54,123 | $4.9M |
| Mid-American Wealth Advisory Group, Inc. | 2.90% | New | 54,019 | $4.9M |
| Unison Advisors LLC | 0.58% | Reduce -4.9% | 53,026 | $4.8M |
| Net Worth Advisory Group | 1.47% | Add +8.6% | 52,995 | $4.8M |
| GPS Wealth Strategies Group, LLC | 0.61% | Add +19137.6% | 52,134 | $4.8M |
| J.Safra Asset Management Corp | 0.39% | Add +1.6% | 51,910 | $4.7M |
| CMC Financial Group | 10.12% | Reduce -20.9% | 51,890 | $4.7M |
| Perennial Investment Advisors, LLC | 0.56% | Reduce -1.7% | 51,459 | $4.7M |
| Capital Research Global Investors | 0.00% | Reduce -51.5% | 51,200 | $4.7M |
| Maridea Wealth Management LLC | 1.51% | — | 51,164 | $4.7M |
| Stokes Family Office, LLC | 0.50% | Reduce -1.3% | 51,084 | $4.7M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +44.2% | 50,996 | $4.7M |
| Woodley Farra Manion Portfolio Management Inc. | 0.23% | Add +9.1% | 50,926 | $4.7M |
| Vickerman Investment Advisors, Inc. | 1.25% | Add +1.6% | 50,457 | $4.6M |
| Horizon Investments, LLC | 0.13% | Reduce -3.0% | 50,369 | $4.6M |
| Intrepid Financial Planning Group LLC | 1.94% | Reduce -6.5% | 50,171 | $4.6M |
| Money Concepts Capital Corp. | 0.34% | Add +171.2% | 50,135 | $4.6M |
| WealthTrust Asset Management, LLC | 3.27% | Add +113.1% | 49,833 | $4.6M |
| Scotia Capital Inc. | 0.02% | Add +14.7% | 48,810 | $4.5M |
| Raleigh Capital Management Inc. | 1.70% | Add +102.2% | 48,339 | $4.4M |
| Sovereign Investment Advisors, LLC | 1.30% | Add +1.6% | 47,904 | $4.4M |
| Landmark Wealth Management, Inc. | 2.13% | Add +25.0% | 47,733 | $4.4M |
| Baring Financial LLC | 3.88% | — | 47,594 | $4.4M |
| Naviter Wealth, LLC | 0.52% | New | 47,073 | $4.3M |
| Focus Financial Network, Inc. | 0.17% | Add +9.7% | 46,586 | $4.3M |
| Climber Capital SA | 3.48% | — | 69,050 | $4.2M |
| Stephens Inc. | 0.06% | Add +8.4% | 45,831 | $4.2M |
| RDA Financial Network | 1.22% | Add +162.9% | 45,799 | $4.2M |
| Patten Group, Inc. | 0.92% | Add +56.0% | 45,650 | $4.2M |
| Cim, LLC | 0.59% | Add +2.2% | 45,595 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -1.1% | 45,421 | $4.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.52% | Reduce -14.6% | 44,927 | $4.1M |
| Wealthspire Advisors, LLC | 0.04% | Add +0.2% | 44,881 | $4.1M |
| Leading Edge Financial Planning LLC | 1.35% | Reduce -55.4% | 44,869 | $4.1M |
| Long Run Wealth Advisors, LLC | 0.98% | Reduce -9.3% | 44,757 | $4.1M |
| Balboa Wealth Partners | 0.93% | Add +30.0% | 44,535 | $4.1M |
| GAMMA Investing LLC | 0.35% | Add +56.3% | 44,426 | $4.1M |
| Quartz Partners, LLC | 2.46% | Reduce -0.6% | 44,287 | $4.0M |
| Sagespring Wealth Partners, LLC | 0.11% | — | 44,193 | $4.0M |
| Smith, Moore & Co. | 0.36% | Reduce -11.3% | 43,650 | $4.0M |
| Win Advisors, Inc. | 1.93% | New | 43,620 | $4.0M |
| First Financial Bankshares Inc | 0.09% | Reduce -57.8% | 43,601 | $4.0M |
| Core Wealth Partners LLC | 2.28% | Add +16.7% | 43,434 | $4.0M |
| Moment Partners, LLC | 0.75% | — | 43,198 | $3.9M |
| Ridgeline Wealth, LLC | 3.21% | — | 43,088 | $3.9M |
| SP Asset Management LLC | 0.33% | Add +12.4% | 42,921 | $3.9M |
| Sowell Financial Services LLC | 0.20% | Reduce -13.1% | 42,485 | $3.9M |
| Sage Mountain Advisors LLC | 0.28% | Reduce -10.8% | 42,377 | $3.9M |
| National Wealth Management Group, LLC | 2.56% | Reduce -33.8% | 42,076 | $3.8M |
| PFW Advisors LLC | 1.16% | — | 41,259 | $3.8M |
| WealthTrak Capital Management LLC | 3.19% | — | 41,256 | $3.8M |
| Vontobel Holding Ltd. | 0.01% | Add +67.0% | 41,174 | $3.8M |
| Phil A. Younker & Associates, Ltd. | 3.75% | — | 41,046 | $3.8M |
| Humankind Investments LLC | 0.95% | New | 41,000 | $3.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.9% | 40,952 | $3.7M |
| Wedbush Securities Inc. | 0.13% | Reduce -7.5% | 40,622 | $3.7M |
| Tennessee Valley Asset Management Partners | 0.62% | Add +148.9% | 40,564 | $3.7M |
| Savior LLC | 21.24% | Reduce -1.3% | 40,539 | $3.7M |
| Pine Valley Investments Ltd Liability Co | 0.24% | Add +72.9% | 40,410 | $3.7M |
| Sicart Associates LLC | 1.32% | Reduce -5.2% | 40,269 | $3.7M |
| Hardman Johnston Global Advisors LLC | 0.15% | Add +48.1% | 40,000 | $3.7M |
| Lunt Capital Management, Inc. | 1.41% | Add +109.8% | 39,743 | $3.6M |
| Aviance Capital Partners, LLC | 0.50% | Add +56.8% | 39,364 | $3.6M |
| KG Capital Management | 1.15% | Add +1.1% | 39,097 | $3.6M |
| Vista Investment Management | 1.35% | Reduce -10.2% | 38,935 | $3.6M |
| SVB Wealth LLC | 0.07% | New | 38,076 | $3.5M |
| Lido Advisors, LLC | 0.02% | Add +2.9% | 37,799 | $3.5M |
| Independent Wealth Network Inc. | 1.40% | Add +66.3% | 37,705 | $3.4M |
| Family Manage LLC | 0.55% | Reduce -7.5% | 37,371 | $3.4M |
| TD Private Client Wealth LLC | 0.09% | Add +5.2% | 37,025 | $3.4M |
| IPG Investment Advisors LLC | 0.77% | Add +3.3% | 37,017 | $3.4M |
| Apollon Wealth Management, LLC | 0.08% | Add +38.2% | 36,318 | $3.3M |
| Blume Capital Management, Inc. | 0.74% | New | 36,207 | $3.3M |
| Bingham Private Wealth, LLC | 3.51% | — | 36,041 | $3.3M |
| Concord Wealth Partners | 0.53% | Reduce -73.0% | 35,712 | $3.3M |
| Diversify Advisory Services, LLC | 0.18% | Add +153.5% | 35,528 | $3.3M |
| Curi Capital, LLC | 0.07% | Reduce -7.8% | 35,533 | $3.2M |
| Benjamin Edwards Inc. | 0.05% | Reduce -25.3% | 35,531 | $3.2M |
| Concourse Financial Group Securities, Inc. | 0.18% | Add +1.4% | 35,247 | $3.2M |
| Upper Left Wealth Management, LLC | 2.76% | Add +0.3% | 35,246 | $3.2M |
| Principal Securities, Inc. | 0.07% | Add +30.6% | 35,235 | $3.2M |
| Kopion Asset Management, LLC | 2.25% | Add +19.2% | 35,116 | $3.2M |
| Prelude Capital Management, LLC | 0.27% | Add +60.0% | 34,720 | $3.2M |
| Goldstream Capital Management Ltd | 1.35% | Add +60.0% | 34,720 | $3.2M |
| Stephens Consulting, LLC | 0.79% | Add +4.3% | 34,638 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +13.7% | 34,615 | $3.2M |
| Private Trust Co. NA | 0.32% | Add +9.6% | 34,440 | $3.1M |
| Beacon Bank & Trust | 0.72% | Add +76.0% | 34,099 | $3.1M |
| Thompson David Blair | 2.26% | — | 33,876 | $3.1M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -26.1% | 33,763 | $3.1M |
| Paulson Wealth Management Inc. | 0.84% | Reduce -21.4% | 33,605 | $3.1M |
| Main Management LLC | 0.25% | Add +26.6% | 33,495 | $3.1M |
| Concord Asset Management, LLC | 0.66% | Reduce -74.9% | 33,060 | $3.0M |
| Portfolio Design Labs, LLC | 0.61% | Add +3.0% | 32,541 | $3.0M |
| PSI Advisors, LLC | 0.88% | Reduce -6.2% | 32,420 | $3.0M |
| Spire Wealth Management | 0.09% | Reduce -1.6% | 32,391 | $3.0M |
| Ramiah Investment Group | 2.68% | Add +574.4% | 32,237 | $2.9M |
| MBA Advisors LLC | 1.48% | Add +20.7% | 31,837 | $2.9M |
| Compound Planning, Inc. | 0.15% | Add +62.5% | 31,581 | $2.9M |
| GatePass Capital, LLC | 3.19% | — | 31,505 | $2.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.08% | Add +55.2% | 31,436 | $2.9M |
| Strategent Financial, LLC | 2.85% | — | 31,427 | $2.9M |
| Crescent Grove Advisors, LLC | 0.28% | Reduce -1.6% | 31,178 | $2.9M |
| Sfmg, LLC | 0.22% | New | 30,933 | $2.8M |
| Caitlin John, LLC | 1.91% | Add +3.6% | 30,820 | $2.8M |
| Petra Financial Advisors Inc. | 1.91% | Add +64.0% | 30,771 | $2.8M |
| Tillman Hartley LLC | 0.80% | Add +4.1% | 30,453 | $2.8M |
| Meitav Investment House Ltd. | 0.05% | Add +8.6% | 30,212 | $2.8M |
| J. Safra Sarasin Holding AG | 0.05% | No change | 30,000 | $2.7M |
| Snowden Capital Advisors LLC | 0.09% | Add +13.1% | 29,889 | $2.7M |
| International Assets Investment Management, LLC | 0.23% | New | 29,742 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.4% | 29,585 | $2.7M |
| CreativeOne Wealth, LLC | 0.08% | Add +8.4% | 29,580 | $2.7M |
| Revisor Wealth Management LLC | 2.49% | Reduce -36.9% | 29,548 | $2.7M |
| Richard W. Paul & Associates, LLC | 0.98% | Reduce -7.3% | 29,435 | $2.7M |
| Continuum Advisory, LLC | 0.34% | Add +9.8% | 29,327 | $2.7M |
| Diversify Wealth Management, LLC | 0.21% | Add +26.4% | 29,271 | $2.7M |
| Prairie Sky Financial Group LLC | 1.64% | Reduce -17.7% | 29,239 | $2.7M |
| Channel Wealth LLC | 0.87% | Reduce -59.0% | 29,140 | $2.7M |
| Pecaut & Co. | 0.92% | Add +47.3% | 29,093 | $2.7M |
| Alhambra Investment Management LLC | 1.36% | Add +10.6% | 28,984 | $2.7M |
| Boston Standard Wealth Management, LLC | 0.51% | Reduce -10.6% | 28,948 | $2.6M |
| Falcon Wealth Planning | 0.29% | Reduce -48.7% | 28,857 | $2.6M |
| Total Investment Management Inc. | 0.36% | Reduce -10.2% | 28,141 | $2.6M |
| Ethos Financial Group, LLC | 0.34% | Add +3.9% | 28,056 | $2.6M |
| Sound Income Strategies, LLC | 0.16% | Reduce -12.3% | 28,000 | $2.6M |
| Tevis Investment Management | 1.90% | Add +35.3% | 27,994 | $2.6M |
| Beaumont Financial Advisors, LLC | 0.19% | Add +26.0% | 27,895 | $2.6M |
| Elm Partners Management LLC | 0.17% | Reduce -13.9% | 27,787 | $2.5M |
| Rareview Capital LLC | 1.83% | New | 27,619 | $2.5M |
| Western Wealth Management, LLC | 0.14% | Add +3.5% | 27,644 | $2.5M |
| B.O.S.S. Retirement Advisors, LLC | 0.70% | Add +337.1% | 27,539 | $2.5M |
| Shore Point Advisors, LLC | 1.35% | Add +27.3% | 27,451 | $2.5M |
| Nova R Wealth, Inc. | 1.26% | New | 27,372 | $2.5M |
| Eastern Bank | 0.05% | Reduce -16.9% | 27,190 | $2.5M |
| Islay Capital Management, LLC | 1.73% | Reduce -53.4% | 27,078 | $2.5M |
| Private Client Services, LLC | 1.33% | Reduce -63.0% | 26,994 | $2.5M |
| Headinvest, LLC | 0.46% | Add +63.8% | 26,670 | $2.4M |
| Lokken Investment Group LLC | 1.04% | Add +1.3% | 26,412 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Add +827.8% | 26,386 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +111.4% | 26,336 | $2.4M |
| 1834 Investment Advisors Co. | 0.30% | Add +106.0% | 26,273 | $2.4M |
| LongView Asset Management LLC | 2.09% | — | 26,210 | $2.4M |
| One Day In July LLC | 0.25% | Reduce -34.1% | 26,160 | $2.4M |
| Eagle Global Advisors LLC | 0.10% | Reduce -12.7% | 25,910 | $2.4M |
| Oxford Wealth Group, LLC | 1.53% | Reduce -54.3% | 25,840 | $2.4M |
| Biltmore Wealth Management, LLC | 0.98% | Add +1.3% | 25,779 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -57.2% | 25,718 | $2.4M |
| Fullcircle Wealth LLC | 0.96% | Add +91.6% | 25,552 | $2.3M |
| J. W. Coons Advisors, LLC | 0.60% | No change | 25,478 | $2.3M |
| Prosperity Consulting Group, LLC | 0.18% | Add +136.9% | 25,443 | $2.3M |
| Graypoint LLC | 0.14% | Add +10.5% | 25,403 | $2.3M |
| Sentinel Pension Advisors, LLC | 0.42% | Reduce -3.4% | 25,030 | $2.3M |
| Latitude Advisors, LLC | 1.29% | Add +969.4% | 24,992 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -10.2% | 24,861 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.19% | Reduce -88.2% | 24,300 | $2.2M |
| Arkfeld Wealth Strategies, L.L.C. | 1.02% | Add +29.0% | 24,196 | $2.2M |
| Discipline Wealth Solutions, LLC | 1.02% | Add +46.3% | 23,982 | $2.2M |
| Beacon Wealthcare LLC | 0.87% | Add +15.6% | 23,519 | $2.2M |
| GK Wealth Management LLC | 2.70% | — | 23,329 | $2.1M |
| Tranquilli Financial Advisor LLC | 1.35% | Add +31.6% | 23,246 | $2.1M |
| Steel Grove Capital Advisors, LLC | 0.30% | Add +7.9% | 23,067 | $2.1M |
| SkyOak Wealth, LLC | 0.44% | Add +1.0% | 22,623 | $2.1M |
| Van Hulzen Asset Management, LLC | 0.15% | Add +61.8% | 22,615 | $2.1M |
| Innova Wealth Partners | 1.30% | New | 22,583 | $2.1M |
| Ascent Group, LLC | 0.15% | Add +81.6% | 22,551 | $2.1M |
| AlphaQ Advisors LLC | 5.61% | Reduce -29.7% | 22,443 | $2.1M |
| ZEGA Investments, LLC | 0.61% | — | 22,335 | $2.0M |
| Good Life Advisors, LLC | 0.15% | Reduce -63.1% | 22,068 | $2.0M |
| Quadcap Wealth Management, LLC | 0.30% | Add +66.4% | 22,043 | $2.0M |
| Five Pine Wealth Management | 1.70% | — | 22,026 | $2.0M |
| Certuity, LLC | 0.22% | Reduce -42.7% | 21,990 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +27.7% | 21,969 | $2.0M |
| Cary Street Partners Financial LLC | 0.07% | — | 21,951 | $2.0M |
| Arkadios Wealth Advisors | 0.11% | Add +5.5% | 21,868 | $2.0M |
| Hamilton Capital Partners, LLC | 1.25% | — | 21,596 | $2.0M |
| Raub Brock Capital Management LP | 0.42% | Add +2.0% | 21,586 | $2.0M |
| 44 Wealth Management LLC | 0.76% | Reduce -5.8% | 21,583 | $2.0M |
| Richmond Investment Services, LLC | 1.10% | — | 21,384 | $2.0M |
| Oliver Luxxe Assets LLC | 0.35% | No change | 21,233 | $1.9M |
| LPWM LLC | 0.62% | Add +216.9% | 21,210 | $1.9M |
| Empower Advisory Group, LLC | 0.01% | Add +186.3% | 21,205 | $1.9M |
| Reyes Financial Architecture, Inc. | 1.51% | — | 21,017 | $1.9M |
| Acas, LLC | 1.40% | Add +659.2% | 20,628 | $1.9M |
| Rebalance, LLC | 0.14% | Add +246.0% | 20,616 | $1.9M |
| Peak Asset Management, LLC | 0.35% | Reduce -7.6% | 20,424 | $1.9M |
| Merit Financial Group, LLC | 0.03% | Add +22.8% | 20,314 | $1.9M |
| Level Four Advisory Services, LLC | 0.08% | Add +15.1% | 20,186 | $1.8M |
| Portland Investment Counsel Inc. | 0.47% | Add +74.7% | 20,038 | $1.8M |
| FLC Capital Advisors | 0.42% | Reduce -9.5% | 19,799 | $1.8M |
| HFG Advisors, Inc. | 1.58% | Add +68.9% | 19,773 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +39.3% | 19,390 | $1.8M |
| Howard Financial Services, LTD. | 0.24% | Reduce -9.3% | 19,321 | $1.8M |
| New Century Financial Group, LLC | 0.74% | Add +3.5% | 19,132 | $1.7M |
| Austin Private Wealth, LLC | 0.16% | Add +155.8% | 18,905 | $1.7M |
| Vertex Planning Partners, LLC | 0.38% | Add +78.0% | 18,737 | $1.7M |
| Client First Investment Management LLC | 1.10% | Add +13.2% | 18,726 | $1.7M |
| Hengehold Capital Management LLC | 0.16% | Reduce -9.1% | 18,640 | $1.7M |
| Collier Financial | 1.50% | — | 18,338 | $1.7M |
| Willow Creek Wealth Management Inc. | 0.17% | Reduce -72.9% | 18,108 | $1.7M |
| Aveo Capital Partners, LLC | 0.18% | Add +1.7% | 18,019 | $1.6M |
| Stratos Investment Management, LLC | 0.10% | New | 18,013 | $1.6M |
| Cornerstone Planning, LLC | 0.63% | — | 17,965 | $1.6M |
| Values First Advisors, Inc. | 0.90% | Reduce -9.2% | 17,946 | $1.6M |
| Heritage Wealth Partners, LLC | 2.06% | Reduce -39.7% | 17,938 | $1.6M |
| Souders Financial Advisors | 0.22% | Add +31.6% | 17,569 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 1.05% | Reduce -33.1% | 17,559 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | New | 17,489 | $1.6M |
| Intrua Financial, LLC | 0.26% | Reduce -2.1% | 17,481 | $1.6M |
| Sharkey, Howes & Javer | 0.22% | Add +112.1% | 17,463 | $1.6M |
| Encompass More Asset Management | 0.53% | Reduce -12.3% | 17,423 | $1.6M |
| Coyle Financial Counsel LLC | 0.50% | Reduce -56.8% | 17,377 | $1.6M |
| Serenus Wealth Advisors, LLC | 0.28% | — | 17,357 | $1.6M |
| CacheTech Inc. | 0.29% | Add +0.2% | 17,122 | $1.6M |
| Prescott Group Capital Management, L.L.C. | 0.21% | No change | 17,073 | $1.6M |
| Betterment LLC | 0.00% | Add +73.8% | 17,029 | $1.6M |
| Victory Financial Group, LLC | 0.40% | — | 16,505 | $1.5M |
| Three Cord True Wealth Management, LLC | 1.30% | — | 16,411 | $1.5M |
| Bailard, Inc. | 0.04% | Add +148.8% | 16,394 | $1.5M |
| Stonekeep Investments, LLC | 1.11% | Add +5.7% | 16,327 | $1.5M |
| ORG Partners LLC | 0.21% | Add +5.1% | 16,222 | $1.5M |
| Ameliora Wealth Management Ltd. | 0.55% | No change | 16,163 | $1.5M |
| Woodard & Co. Asset Management Group Inc. | 0.32% | Reduce -7.4% | 16,011 | $1.5M |
| AdvisorNet Financial, Inc | 0.12% | Add +991.1% | 15,963 | $1.5M |
| IronBridge Private Wealth, LLC | 0.53% | No change | 15,903 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.45% | Add +13.4% | 15,798 | $1.4M |
| TLWM | 0.28% | Add +20.6% | 15,705 | $1.4M |
| Seed Wealth Management, Inc. | 1.16% | Add +2.0% | 15,655 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Add +47.2% | 15,653 | $1.4M |
| Empowered Funds, LLC | 0.02% | Add +222.1% | 15,314 | $1.4M |
| 4WEALTH Advisors, Inc. | 1.43% | — | 15,310 | $1.4M |
| CX Institutional | 0.05% | Add +11.8% | 14,955 | $1.4M |
| Ascent Wealth Partners, LLC | 0.18% | New | 14,925 | $1.4M |
| JT Stratford LLC | 0.22% | Reduce -72.1% | 14,894 | $1.4M |
| Financial Gravity Companies, Inc. | 0.31% | Add +0.1% | 14,772 | $1.4M |
| Crew Capital Management, Ltd | 1.12% | Add +2.9% | 14,764 | $1.3M |
| Simplicity Wealth,LLC | 0.28% | Add +12.6% | 14,709 | $1.3M |
| Adams Wealth Management | 0.26% | Reduce -14.0% | 14,697 | $1.3M |
| St Germain D J Co. Inc. | 0.06% | Add +205.4% | 14,546 | $1.3M |
| Gibbs Wealth Management | 0.36% | Add +78.5% | 14,451 | $1.3M |
| Avior Wealth Management, LLC | 0.05% | Add +94.5% | 14,448 | $1.3M |
| TFR Capital, LLC. | 0.65% | — | 14,417 | $1.3M |
| Tidemark, LLC | 0.50% | Add +33.8% | 14,322 | $1.3M |
| Maltin Wealth Management, Inc. | 0.63% | Reduce -39.1% | 14,131 | $1.3M |
| Norden Group LLC | 0.15% | Add +153.7% | 14,042 | $1.3M |
| Point Windward Advisors Inc. | 0.48% | Reduce -6.2% | 13,982 | $1.3M |
| FMR LLC | 0.00% | Reduce -87.7% | 13,941 | $1.3M |
| Capital CS Group, LLC | 1.68% | Add +72.1% | 13,783 | $1.3M |
| Cornerstone Enterprises, LLC | 0.75% | New | 13,732 | $1.3M |
| Addison Capital Co | 0.50% | No change | 13,691 | $1.3M |
| Barnes Wealth Management Group, Inc | 0.84% | — | 13,662 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.10% | Add +0.9% | 13,644 | $1.2M |
| Axecap Investments, LLC | 0.94% | Add +1.6% | 13,610 | $1.2M |
| Loomis Sayles & Co. L P | 0.00% | No change | 13,600 | $1.2M |
| International Private Wealth Advisors LLC | 1.23% | Add +19.4% | 13,560 | $1.2M |
| Traphagen Investment Advisors LLC | 0.13% | Reduce -23.1% | 13,473 | $1.2M |
| GTS Securities LLC | 0.06% | Reduce -97.0% | 13,414 | $1.2M |
| Michael A. Dubis Financial Planning, LLC | 1.14% | — | 12,928 | $1.2M |
| Novus Advisors, LLC | 1.17% | — | 12,885 | $1.2M |
| Catalyst Capital Advisors LLC | 0.02% | Reduce -23.8% | 12,800 | $1.2M |
| Lord & Richards Wealth Management, LLC | 2.43% | — | 12,600 | $1.2M |
| Salvus Wealth Management, LLC | 0.73% | Add +35.9% | 12,572 | $1.1M |
| Joel Adams & Associates, Inc. | 1.04% | — | 12,534 | $1.1M |
| Keel Point, LLC | 0.09% | No change | 12,383 | $1.1M |
| Sheaff Brock Investment Advisors, LLC | 0.10% | Add +53.4% | 12,359 | $1.1M |
| Berkshire Asset Management LLC | 0.05% | Add +89.2% | 12,300 | $1.1M |
| LVW Advisors, LLC | 0.14% | New | 12,286 | $1.1M |
| Creative Financial Designs Inc. | 0.09% | Add +58.6% | 12,285 | $1.1M |
| Arlington Trust Co LLC | 0.24% | Reduce -10.9% | 12,222 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 12,193 | $1.1M |
| Visionary Wealth Advisors | 0.07% | Reduce -47.3% | 12,140 | $1.1M |
| Providence First Trust Co | 0.42% | New | 12,090 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +64.7% | 12,014 | $1.1M |
| MFG Wealth Management, Inc. | 1.01% | — | 12,000 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -3.1% | 11,985 | $1.1M |
| Welch Group, LLC | 0.05% | Add +2.7% | 11,899 | $1.1M |
| Jennison Associates LLC | 0.00% | New | 11,817 | $1.1M |
| Mattson Financial Services, LLC | 0.34% | Reduce -36.6% | 11,631 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.23% | Add +158.3% | 11,673 | $1.1M |
| JBR Co Financial Management Inc | 0.65% | New | 11,672 | $1.1M |
| Smithfield Trust Co | 0.05% | Reduce -9.3% | 11,557 | $1.1M |
| Essex Financial Services, Inc. | 0.07% | Reduce -7.7% | 11,490 | $1.1M |
| Rockland Trust Co. | 0.05% | Add +72.0% | 11,409 | $1.0M |
| Marion Wealth Management | 0.27% | No change | 11,288 | $1.0M |
| Pathway Financial Advisors LLC | 0.24% | No change | 11,257 | $1.0M |
| Legacy Advisors, LLC | 0.10% | New | 11,241 | $1.0M |
| StoneX Group Inc. | 0.06% | Add +9.1% | 11,002 | $1.0M |
| OneAscent Financial Services LLC | 0.09% | New | 10,936 | $1.0M |
| Arlington Partners LLC | 0.39% | No change | 10,904 | $997K |
| Lake Hills Wealth Management, LLC | 0.68% | Reduce -70.5% | 10,832 | $990K |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -57.4% | 10,730 | $981K |
| Chicago Partners Investment Group LLC | 0.03% | New | 10,683 | $978K |
| Priebe Wealth Holdings LLC | 0.65% | Reduce -11.2% | 10,512 | $961K |
| Fernwood Investment Management, LLC | 0.33% | Reduce -2.0% | 10,489 | $959K |
| Wealthcare Capital Partners, LLC | 0.50% | — | 10,488 | $959K |
| Entruity Wealth, LLC | 0.94% | — | 10,328 | $944K |
| Eagle Strategies LLC | 0.16% | Add +39.4% | 10,314 | $943K |
| Walkner Condon Financial Advisors LLC | 0.19% | Add +20.8% | 10,276 | $940K |
| Wallace Advisory Group, LLC | 0.65% | Add +90.1% | 10,219 | $938K |
| Waycross Investment Management Co | 0.99% | Add +19.4% | 10,247 | $937K |
| Capital Planning LLC | 0.24% | Reduce -15.5% | 10,105 | $924K |
| Global Assets Advisory, LLC | 0.51% | New | 9,999 | $914K |
| Strait & Sound Wealth Management LLC | 0.42% | Reduce -1.9% | 9,977 | $912K |
| PFG Advisors | 0.05% | Reduce -6.8% | 9,774 | $894K |
| Arax Advisory Partners | 0.06% | Reduce -29.7% | 9,725 | $889K |
| Wellington Shields Capital Management, LLC | 0.16% | Add +49.2% | 9,700 | $887K |
| Lincoln Capital Corp. | 0.36% | Reduce -15.7% | 9,512 | $870K |
| Castleview Partners, LLC | 0.46% | Add +23.5% | 9,440 | $863K |
| Transcendent Capital Group LLC | 0.44% | Reduce -0.5% | 9,365 | $856K |
| Strive Asset Management, LLC | 0.64% | — | 9,347 | $855K |
| Fortune Financial Advisors, LLC | 0.77% | Reduce -59.9% | 9,307 | $851K |
| Mirador Capital Partners LP | 0.15% | Add +7.6% | 9,214 | $842K |
| OneDigital Investment Advisors LLC | 0.01% | Add +19.4% | 9,120 | $834K |
| Sound Financial Strategies Group, LLC | 0.69% | No change | 9,109 | $833K |
| Magnolia Private Wealth, LLC | 0.74% | — | 9,091 | $831K |
| Rothschild Wealth LLC | 0.24% | Add +60.0% | 9,061 | $828K |
| Journey Strategic Wealth LLC | 0.03% | Reduce -42.1% | 8,940 | $817K |
| Pure Financial Advisors, LLC | 0.02% | Add +2.5% | 8,921 | $816K |
| Jane Street Group, LLC | 0.00% | Reduce -79.5% | 8,919 | $815K |
| Summit X, LLC | 0.18% | Add +270.7% | 8,896 | $813K |
| Richardson Financial Services Inc. | 0.57% | Add +39.8% | 8,889 | $813K |
| Global View Capital Management LLC | 0.28% | — | 8,807 | $805K |
| Cambria Investment Management, L.P. | 0.05% | New | 8,728 | $798K |
| LifeGoal Investments, LLC | 0.87% | — | 8,722 | $797K |
| Miller Investment Management, LP | 0.09% | No change | 8,679 | $794K |
| World Investment Advisors | 0.02% | Add +163.2% | 8,616 | $788K |
| BayBridge Capital Group, LLC | 0.57% | Add +0.8% | 8,587 | $785K |
| Boston Financial Mangement LLC | 0.02% | No change | 8,576 | $784K |
| Barnes Pettey Financial Advisors, LLC | 0.60% | Add +0.4% | 8,567 | $783K |
| Carr Financial Group Corp | 0.25% | Add +87.0% | 8,559 | $783K |
| Napatree Capital LLC | 0.46% | Reduce -20.3% | 8,553 | $782K |
| Potentia Wealth | 0.35% | — | 8,523 | $779K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -2.8% | 8,503 | $777K |
| Councilor Wealth, LLC | 0.37% | Add +41.9% | 8,481 | $775K |
| Kickstand Ventures, Llc. | 0.20% | Add +166.4% | 8,477 | $775K |
| Meridian Management Co. | 0.20% | Reduce -8.9% | 8,433 | $771K |
| West Michigan Advisors, LLC | 0.23% | Add +14.9% | 8,406 | $769K |
| Flagstar Securities, Inc. | 0.19% | Reduce -6.6% | 8,395 | $768K |
| Realta Investment Advisors | 0.31% | Add +241.4% | 8,374 | $766K |
| Nvwm, LLC | 0.19% | Reduce -1.5% | 8,371 | $765K |
| Donaldson Capital Management, LLC | 0.03% | No change | 8,300 | $759K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -1.6% | 8,287 | $758K |
| Copley Financial Group, Inc. | 0.58% | Add +36.1% | 8,246 | $754K |
| Constant Guidance Financial LLC | 0.65% | Reduce -44.5% | 15,605 | $751K |
| Capital Analysts, LLC | 0.03% | Add +11.5% | 8,057 | $737K |
| Sharp Wealth Advisory, LLC | 0.56% | Reduce -5.9% | 8,057 | $737K |
| Destiny Wealth Partners, LLC | 0.12% | Add +42.9% | 8,056 | $737K |
| Nwam LLC | 0.05% | Add +51.5% | 8,048 | $736K |
| Global Financial Private Client, LLC | 0.27% | Add +25.3% | 7,890 | $721K |
| Triumph Capital Management | 0.25% | Reduce -34.4% | 7,887 | $721K |
| Pointe Capital Management LLC | 0.41% | Reduce -1.0% | 7,806 | $714K |
| Adero Partners, LLC | 0.05% | Reduce -27.1% | 7,695 | $704K |
| Waverly Advisors, LLC | 0.01% | Add +16.4% | 7,652 | $700K |
| Davies Financial Advisors, Inc. | 0.59% | New | 7,623 | $697K |
| Guardian Partners Inc. | 0.07% | — | 7,584 | $694K |
| Outlook Wealth Advisors, LLC | 0.20% | Add +14.7% | 7,462 | $682K |
| Pekin Hardy Strauss, Inc. | 0.09% | Add +0.8% | 7,440 | $680K |
| Fortress Private Ledger, LLC | 0.42% | — | 7,434 | $680K |
| Marathon Capital Management | 0.17% | Add +37.6% | 7,430 | $679K |
| WorthPointe, LLC | 0.28% | New | 7,423 | $679K |
| Werba Rubin Papier Wealth Management | 0.16% | New | 7,423 | $679K |
| Blair William & Co. | 0.00% | Reduce -9.3% | 7,407 | $677K |
| MAI Capital Management | 0.01% | New | 7,401 | $677K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -3.7% | 7,310 | $668K |
| Saxon Interests, Inc. | 0.29% | Reduce -43.1% | 7,307 | $668K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | Reduce -7.9% | 7,273 | $665K |
| Medallion Wealth Advisors, LLC | 0.33% | — | 5,797 | $658K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +24.9% | 7,195 | $658K |
| Opal Wealth Advisors, LLC | 0.20% | Add +26.9% | 7,172 | $656K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +0.8% | 7,161 | $655K |
| Brown Financial Advisors | 0.26% | Add +23.7% | 7,127 | $652K |
| Clio Asset Management LLC | 0.48% | Reduce -1.9% | 7,126 | $652K |
| RMR Capital Management, LLC | 0.48% | Add +12.4% | 7,013 | $641K |
| Capital Advisors Wealth Management, LLC | 0.11% | Add +75.0% | 7,000 | $640K |
| Colonial River Investments, LLC | 0.31% | Add +5.2% | 6,996 | $640K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 6,985 | $639K |
| HCR Wealth Advisors | 0.08% | Reduce -16.3% | 6,955 | $636K |
| Coordinated Financial Services, Inc. | 0.50% | — | 6,896 | $631K |
| Eagle Ridge Investment Management | 0.05% | No change | 6,866 | $628K |
| Redwood Park Advisors LLC | 0.53% | — | 6,846 | $626K |
| Empirical Asset Management, LLC | 0.21% | Add +11714.0% | 327,484 | $625K |
| First Citizens Financial Corp | 0.34% | Reduce -45.2% | 6,833 | $625K |
| Marcum Wealth, LLC | 0.05% | Add +17.4% | 6,829 | $624K |
| Wealth Advisory Solutions, LLC | 0.17% | Reduce -2.2% | 6,749 | $617K |
| Syntegra Private Wealth Group, LLC | 0.07% | Reduce -10.8% | 6,732 | $616K |
| Endowment Wealth Management, Inc. | 0.41% | Add +6.5% | 6,721 | $614K |
| World Equity Group, Inc. | 0.13% | New | 6,714 | $614K |
| Symphony Financial, Ltd. Co. | 0.10% | Reduce -7.1% | 6,684 | $612K |
| Generation Capital Management LLC | 0.52% | — | 6,669 | $610K |
| Rede Wealth, LLC | 0.23% | Add +5.5% | 6,552 | $599K |
| Florida Financial Advisors, LLC | 0.27% | Add +101.4% | 6,537 | $598K |
| Karpus Management, Inc. | 0.02% | Add +7.0% | 6,525 | $597K |
| American Investment Services, Inc. | 0.10% | Add +112.9% | 6,440 | $589K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -5.9% | 6,367 | $582K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -20.7% | 6,329 | $579K |
| Permanens Capital L.P. | 0.11% | Reduce -2.3% | 6,327 | $578K |
| First Heartland Consultants, Inc. | 0.06% | Add +7.3% | 6,314 | $577K |
| TCP Asset Management, LLC | 0.13% | Reduce -1.3% | 6,281 | $574K |
| Leavell Investment Management, Inc. | 0.03% | Add +111.7% | 6,191 | $566K |
| DORVAL Corp | 0.22% | New | 6,187 | $566K |
| Fig Financial Advisory Services Inc. | 0.38% | — | 6,182 | $565K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +24.1% | 6,179 | $565K |
| Red Door Wealth Management, LLC | 0.09% | Add +11.6% | 6,174 | $565K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -23.6% | 6,104 | $559K |
| NavPoint Financial, Inc. | 0.44% | Add +1.6% | 6,058 | $554K |
| Spectrum Planning & Advisory Services Inc. | 0.48% | New | 6,027 | $551K |
| Absolute Capital Management, LLC | 0.30% | Reduce -65.9% | 5,997 | $548K |
| TrueMark Investments, LLC | 0.17% | Reduce -16.4% | 5,991 | $548K |
| PVG Asset Management Corp. | 2.59% | Reduce -87.2% | 5,982 | $547K |
| Pennsylvania Capital Management Inc. | 0.19% | Reduce -24.3% | 5,969 | $546K |
| Sloy Dahl & Holst, LLC | 0.07% | No change | 5,965 | $545K |
| PYA Waltman Capital, LLC | 0.18% | Add +0.1% | 5,953 | $544K |
| Weaver Consulting Group | 0.17% | Reduce -5.7% | 5,949 | $544K |
| Prosperity Wealth Management, Inc. | 0.22% | Reduce -10.5% | 5,894 | $539K |
| Ameraudi Asset Management, Inc. | 0.30% | Reduce -74.6% | 5,888 | $538K |
| Arrowroot Family Office, LLC | 0.28% | New | 5,800 | $530K |
| Joel Isaacson & Co., LLC | 0.02% | Add +1.6% | 5,783 | $529K |
| Westfuller Advisors, LLC | 0.34% | Reduce -20.8% | 5,771 | $528K |
| Hummer Financial Advisory Services Inc | 0.41% | No change | 5,700 | $521K |
| Hamilton Capital, LLC | 0.04% | No change | 5,661 | $518K |
| Sepio Capital, LP | 0.04% | Add +1.6% | 5,633 | $515K |
| Worth Financial Advisory Group, LLC | 0.32% | Add +3.7% | 5,613 | $513K |
| Calton & Associates, Inc. | 0.22% | Add +124.5% | 5,558 | $508K |
| Tilia Fiduciary Partners, Inc. | 0.35% | New | 5,542 | $507K |
| Stonebridge Financial Planning Group, LLC | 0.23% | Reduce -27.1% | 5,524 | $505K |
| Flputnam Investment Management Co. | 0.01% | Add +79.9% | 5,492 | $502K |
| Tower Wealth Partners, Inc. | 0.26% | Add +43.2% | 5,488 | $502K |
| Dorsey & Whitney Trust CO LLC | 0.03% | New | 5,483 | $501K |
| Wooster Corthell Wealth Management, Inc. | 0.11% | Reduce -4.2% | 5,475 | $501K |
| Matrix Trust Co | 0.09% | Add +214.6% | 5,467 | $500K |
| Schusterman Interests, LLC | 1.19% | No change | 5,460 | $499K |
| Transatlantique Private Wealth LLC | 0.19% | No change | 5,443 | $498K |
| Citadel Advisors | 0.00% | Reduce -93.8% | 5,403 | $494K |
| US Bancorp \de | 0.00% | Add +21.6% | 5,397 | $493K |
| Second Line Capital, LLC | 0.13% | Reduce -20.4% | 5,389 | $493K |
| Formidable Asset Management, LLC | 0.08% | Add +4.3% | 5,296 | $484K |
| Great Diamond Partners, LLC | 0.12% | New | 5,230 | $478K |
| Iron Gate Global Advisors LLC | 0.07% | Reduce -85.1% | 5,207 | $476K |
| Fourth Dimension Wealth, LLC | 0.25% | — | 5,194 | $475K |
| WESPAC Advisors, LLC | 0.35% | Add +31.9% | 5,190 | $475K |
| Briaud Financial Planning Inc | 0.19% | No change | 5,170 | $472K |
| TRUE Private Wealth Advisors | 0.06% | New | 5,142 | $470K |
| Thompson Davis & Co., Inc. | 0.30% | New | 5,135 | $469K |
| Centennial Wealth Advisory LLC | 0.18% | Reduce -12.2% | 5,131 | $469K |
| Eldridge Investment Advisors, Inc. | 0.11% | Reduce -70.6% | 5,120 | $468K |
| Matauro, LLC | 0.10% | — | 5,107 | $467K |
| Regimen Wealth, LLC | 0.15% | New | 5,106 | $467K |
| Simplex Trading, LLC | 0.01% | Add +166.7% | 5,028 | $459K |
| Parallel Advisors, LLC | 0.01% | Add +70.6% | 5,014 | $458K |
| Pasadena Private Wealth, LLC | 0.09% | Reduce -94.0% | 5,000 | $457K |
| Kelly Financial Services LLC | 0.16% | Reduce -23.2% | 4,977 | $455K |
| Prospera Financial Services Inc | 0.01% | Add +28.8% | 4,858 | $444K |
| Advyzon Investment Management, LLC | 0.17% | — | 4,838 | $442K |
| Keybank National Association | 0.00% | New | 4,803 | $439K |
| SageView Advisory Group, LLC | 0.02% | New | 4,743 | $434K |
| Ignite Planners, LLC | 0.09% | Add +88.2% | 4,721 | $432K |
| Godsey & Gibb, Inc. | 0.04% | Add +11.7% | 4,719 | $431K |
| Straight Path Wealth Management | 0.17% | New | 4,694 | $429K |
| Orion Capital Management LLC | 0.19% | New | 4,692 | $429K |
| Stonegate Investment Group, LLC | 0.01% | Add +0.0% | 4,691 | $429K |
| Janney Capital Management LLC | 0.03% | No change | 4,681 | $428K |
| Rothschild Investment LLC | 0.03% | Add +0.1% | 4,678 | $428K |
| JNBA Financial Advisors | 0.04% | Reduce -35.1% | 4,655 | $426K |
| Kovack Advisors, Inc. | 0.04% | Reduce -33.0% | 4,652 | $425K |
| Main Street Financial Solutions, LLC | 0.04% | Add +39.9% | 4,590 | $420K |
| Ironwood Investment Counsel, LLC | 0.07% | Reduce -18.0% | 4,588 | $419K |
| Hutchens & Kramer Investment Management Group, LLC | 0.23% | New | 4,587 | $419K |
| Bravias Capital Group, LLC | 0.34% | — | 4,570 | $419K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.81% | Reduce -2.7% | 4,572 | $418K |
| New Wave Wealth Advisors LLC | 0.17% | New | 4,567 | $418K |
| United Community Bank | 0.16% | Add +7.7% | 4,544 | $415K |
| Engineers Gate Manager LP | 0.01% | Reduce -81.4% | 4,493 | $411K |
| Mitchell Sinkler & Starr | 0.11% | Add +184.8% | 4,462 | $408K |
| Kestra Investment Management, LLC | 0.02% | Reduce -25.6% | 4,458 | $408K |
| Cookson Peirce & Co. Inc. | 0.02% | New | 4,407 | $403K |
| Obermeyer Wealth Partners | 0.02% | No change | 4,400 | $402K |
| Kropog Financial Group, LLC | 0.37% | — | 4,387 | $401K |
| Madison Asset Management, LLC | 0.00% | No change | 4,371 | $400K |
| Madison Investment Advisors, LLC | 0.00% | — | 4,371 | $400K |
| Savvy Advisors, Inc. | 0.05% | New | 4,347 | $397K |
| Weaver Capital Management LLC | 0.11% | Reduce -98.8% | 4,297 | $393K |
| SFG Wealth Management, LLC. | 0.21% | Add +1.4% | 4,295 | $393K |
| SteelPeak Wealth, LLC | 0.02% | Add +0.4% | 4,276 | $391K |
| Maripau Wealth Management LLC | 0.23% | New | 4,272 | $391K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 4,254 | $389K |
| Life Line Wealth Management LLC | 0.14% | Reduce -0.1% | 4,174 | $382K |
| Lowery Thomas, LLC | 0.25% | Reduce -76.6% | 4,168 | $381K |
| Legacy PCG, LLC | 0.27% | Reduce -42.5% | 4,156 | $380K |
| Argent Trust Co | 0.02% | Add +52.4% | 4,144 | $379K |
| First Horizon Advisors, Inc. | 0.01% | Add +66.5% | 4,143 | $379K |
| Destination Wealth Management | 0.01% | Add +14.7% | 4,095 | $374K |
| Auxano Advisors, LLC | 0.09% | New | 4,090 | $374K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Reduce -87.0% | 4,077 | $373K |
| M&T Bank Corp | 0.00% | Reduce -14.3% | 4,043 | $370K |
| Kiker Wealth Management, LLC | 0.30% | — | 4,043 | $370K |
| Oxinas Partners, LLC | 0.22% | Add +0.6% | 4,035 | $369K |
| MAS Advisors LLC | 0.62% | New | 4,033 | $369K |
| White Lighthouse Investment Management Inc. | 0.06% | Add +3.0% | 4,020 | $368K |
| Phillips Wealth Planners LLC | 0.36% | Add +33.8% | 3,956 | $362K |
| Financial Network Wealth Advisors LLC | 0.66% | Reduce -44.9% | 3,865 | $353K |
| Regal Investment Advisors LLC | 0.03% | Reduce -34.8% | 3,863 | $353K |
| Nemes Rush Group LLC | 0.04% | Add +945.2% | 3,836 | $351K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 3,824 | $350K |
| Oak Wealth Advisors LLC | 0.27% | — | 3,785 | $346K |
| Rockport Wealth LLC | 0.15% | Add +55.5% | 3,782 | $346K |
| Affiance Financial, LLC | 0.08% | Reduce -26.9% | 3,781 | $346K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -64.2% | 3,761 | $344K |
| Evergreen Capital Management LLC | 0.01% | Reduce -29.7% | 3,750 | $343K |
| Royal Fund Management, LLC | 0.04% | Reduce -45.3% | 3,732 | $343K |
| Unique Wealth, LLC | 0.07% | Add +48.5% | 3,724 | $340K |
| Paladin Wealth, LLC | 0.29% | Add +33.7% | 3,722 | $340K |
| Prudential PLC | 0.00% | Add +68.3% | 3,720 | $340K |
| McAdam, LLC | 0.02% | New | 3,710 | $339K |
| Cape Investment Advisory, Inc. | 0.13% | Add +41.8% | 3,693 | $338K |
| HTLF Bank | 0.04% | New | 3,647 | $333K |
| Thrive Wealth Management, LLC | 0.06% | Reduce -18.8% | 3,631 | $332K |
| Larson Financial Group LLC | 0.02% | Add +0.3% | 3,621 | $331K |
| EdgeRock Capital LLC | 0.22% | Reduce -2.4% | 3,613 | $330K |
| Andina Capital Management, LLC | 0.27% | Reduce -71.5% | 3,577 | $327K |
| Blankinship & Foster, LLC | 0.08% | New | 3,576 | $327K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -5.1% | 3,574 | $327K |
| Loudon Investment Management, LLC | 0.19% | Add +0.7% | 3,562 | $326K |
| Concorde Asset Management, LLC | 0.17% | Add +5.2% | 3,558 | $325K |
| Financial Architects, LLC | 0.21% | No change | 3,555 | $325K |
| Emerald Advisors, LLC | 0.04% | Reduce -36.5% | 3,495 | $320K |
| Ritholtz Wealth Management | 0.01% | Reduce -55.6% | 3,468 | $317K |
| BlueChip Wealth Advisors LLC | 0.17% | Reduce -7.1% | 3,433 | $314K |
| Midwest Financial Network, LLC | 0.32% | — | 3,409 | $312K |
| Principle Wealth Partners LLC | 0.02% | No change | 3,386 | $310K |
| Total Clarity Wealth Management, Inc. | 0.10% | Reduce -10.9% | 3,376 | $309K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -80.1% | 3,372 | $308K |
| Ascentis Independent Advisors | 0.06% | Reduce -72.2% | 3,351 | $306K |
| TAP Consulting, LLC | 0.06% | Reduce -75.1% | 3,340 | $305K |
| United Advisor Group, LLC | 0.06% | Reduce -46.2% | 3,307 | $302K |
| Kinloch Capital, LLC | 0.15% | Reduce -69.0% | 3,274 | $299K |
| Friedenthal Financial | 0.17% | Reduce -85.7% | 3,270 | $299K |
| Relyea Zuckerberg Hanson LLC | 0.04% | New | 3,270 | $299K |
| CIBC Private Wealth Group LLC | 0.00% | Add +15.4% | 3,218 | $294K |
| Argyle Capital Management, LLC | 0.12% | Reduce -8.8% | 3,216 | $294K |
| Cypress Point Wealth Management, LLC | 0.09% | New | 3,202 | $293K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,193 | $292K |
| Prosperity Financial Group, Inc. | 0.15% | New | 3,177 | $290K |
| Farrow Financial, Inc. | 0.19% | New | 3,170 | $290K |
| City Center Advisors, LLC | 0.32% | Reduce -65.0% | 3,096 | $283K |
| Valmark Advisers, Inc. | 0.00% | Add +16.7% | 3,090 | $283K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +8.2% | 3,088 | $282K |
| OneAscent Wealth Management LLC | 0.11% | Reduce -17.0% | 3,037 | $278K |
| Mills Wealth Advisors LLC | 0.16% | Reduce -53.2% | 3,023 | $276K |
| Decker Retirement Planning Inc. | 0.16% | — | 3,020 | $276K |
| Greenspring Advisors, LLC | 0.06% | Reduce -52.9% | 3,003 | $275K |
| Lynx Investment Advisory | 0.19% | Add +4.0% | 2,999 | $274K |
| Lifeworks Advisors, LLC | 0.05% | No change | 2,995 | $274K |
| TriaGen Wealth Management LLC | 0.09% | Reduce -9.4% | 2,976 | $272K |
| Fisher Asset Management | 0.00% | New | 2,959 | $271K |
| Howe & Rusling Inc. | 0.02% | New | 2,941 | $269K |
| HBW Advisory Services LLC | 0.03% | Reduce -3.4% | 2,915 | $266K |
| Wealthspire Retirement, LLC | 0.02% | New | 2,897 | $265K |
| Strategic Investment Solutions, Inc. | 0.09% | Reduce -32.9% | 4,079 | $263K |
| Able Wealth Management LLC | 0.17% | Reduce -20.7% | 2,866 | $262K |
| Advisor OS, LLC | 0.03% | Reduce -43.8% | 2,861 | $262K |
| PAX Financial Group, LLC | 0.05% | New | 2,832 | $259K |
| Members Wealth LLC | 0.19% | — | 2,765 | $253K |
| Breed's Hill Capital LLC | 0.13% | Reduce -18.6% | 2,742 | $251K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 2,737 | $250K |
| All Terrain Financial Advisors, LLC | 0.10% | Reduce -3.6% | 2,717 | $248K |
| Apeiron RIA LLC | 0.07% | Reduce -4.4% | 2,669 | $244K |
| Sterling Financial Planning, Inc. | 0.09% | No change | 2,666 | $244K |
| Lowe Wealth Advisors, LLC | 0.10% | Add +219.1% | 2,652 | $242K |
| Culbertson A N & Co. Inc. | 0.04% | New | 2,645 | $242K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +7.8% | 2,618 | $239K |
| Icon Wealth Advisors, LLC | 0.02% | New | 2,616 | $239K |
| Wealth Alliance, LLC | 0.03% | New | 2,606 | $238K |
| Secure Asset Management, LLC | 0.04% | Add +10.3% | 2,601 | $238K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +0.6% | 2,598 | $238K |
| Procyon Advisors, LLC | 0.02% | Reduce -1.0% | 2,584 | $236K |
| Successful Portfolios LLC | 0.16% | New | 2,538 | $232K |
| TFB Advisors LLC | 0.07% | Reduce -13.3% | 2,497 | $228K |
| Evolution Wealth Advisors, LLC | 0.04% | New | 2,494 | $228K |
| Authentikos Wealth Advisory, LLC | 0.23% | Reduce -71.5% | 2,492 | $228K |
| Cooper Financial Group | 0.03% | Add +10.0% | 2,477 | $226K |
| Talisman Wealth Advisors LLC | 0.24% | Reduce -17.8% | 2,476 | $226K |
| Greenwich Wealth Management LLC | 0.02% | Add +0.2% | 2,476 | $226K |
| Jacobson & Schmitt Advisors, LLC | 0.04% | Reduce -3.0% | 2,469 | $226K |
| WealthBridge Capital Management, LLC | 0.06% | Add +0.6% | 2,462 | $225K |
| MJP Associates Inc. | 0.04% | Reduce -45.0% | 2,427 | $222K |
| Intellus Advisors LLC | 0.04% | — | 2,424 | $222K |
| Continental Investors Services, Inc. | 0.44% | New | 1,358 | $220K |
| Atlas Capital Advisors Inc. | 0.03% | Reduce -12.1% | 2,396 | $219K |
| Lloyd Advisory Services, LLC. | 0.10% | Add +1.4% | 2,378 | $217K |
| Optima Capital LLC | 0.15% | — | 2,325 | $213K |
| Lockerman Financial Group, Inc. | 0.36% | New | 2,292 | $210K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -96.7% | 2,286 | $209K |
| Berkeley Capital Partners, LLC | 0.06% | Reduce -7.3% | 2,280 | $208K |
| NBT Bank, N.A. | 0.01% | Add +204.4% | 2,259 | $207K |
| Canal Capital Management, LLC | 0.03% | New | 2,258 | $206K |
| Platform Technology Partners | 0.06% | New | 2,255 | $206K |
| Root Financial Partners, LLC | 0.03% | New | 2,251 | $206K |
| Oldfather Financial Services, LLC | 0.08% | Add +0.9% | 2,234 | $204K |
| M1 Capital Management LLC | 0.11% | — | 2,225 | $203K |
| Veltria Advisors Corp. | 0.08% | Reduce -8.0% | 2,205 | $202K |
| Bison Wealth, LLC | 0.02% | — | 2,201 | $201K |
| Valued Retirements, Inc. | 0.27% | No change | 2,200 | $201K |
| Atlantic Private Wealth, LLC | 0.15% | New | 2,200 | $201K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 2,200 | $201K |
| Fayez Sarofim & Co | 0.00% | No change | 2,200 | $201K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.5% | 2,196 | $201K |
| BankPlus Trust Department | 0.07% | — | 2,172 | $199K |
| Darwin Wealth Management, LLC | 0.07% | Reduce -38.9% | 2,143 | $196K |
| Cardiff Park Advisors, LLC | 0.02% | New | 2,121 | $194K |
| Bogart Wealth, LLC | 0.01% | Add +0.3% | 2,069 | $189K |
| Atticus Wealth Management, LLC | 0.06% | Add +1.6% | 2,011 | $184K |
| Blue Trust, Inc. | 0.00% | Reduce -37.8% | 1,968 | $180K |
| Schroder Investment Management Group | 0.00% | Reduce -96.5% | 1,740 | $159K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +11.1% | 1,671 | $153K |
| Toronto Dominion Bank | 0.00% | Reduce -24.6% | 1,657 | $151K |
| Golden State Wealth Management, LLC | 0.02% | — | 1,529 | $140K |
| Belvedere Trading LLC | 0.01% | New | 1,518 | $139K |
| Capital Investment Counsel, Inc | 0.02% | New | 1,476 | $135K |
| LFA - Lugano Financial Advisors SA | 0.08% | Reduce -49.4% | 1,400 | $128K |
| Consultiva Wealth Management, Corp. | 0.59% | No change | 1,287 | $118K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -3.3% | 1,188 | $109K |
| Ogorek Anthony Joseph /NY/ | 0.03% | Add +30.6% | 1,140 | $104K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -68.4% | 1,103 | $101K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,100 | $101K |
| Hollencrest Capital Management | 0.00% | No change | 1,098 | $100K |
| CENTRAL TRUST Co | 0.00% | New | 1,092 | $100K |
| Copia Wealth Management | 0.09% | — | 1,021 | $93K |
| Clark Wealth Partners | 0.07% | — | 1,021 | $93K |
| Western Pacific Wealth Management, LP | 0.07% | No change | 1,000 | $91K |
| Hemington Wealth Management | 0.02% | Add +79.4% | 967 | $88K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +19.9% | 933 | $85K |
| FLP Wealth Management, LLC | 0.20% | — | 855 | $78K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -30.0% | 835 | $76K |
| Raffa Wealth Management, LLC | 0.02% | Add +5.1% | 825 | $75K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -57.2% | 800 | $73K |
| Covestor Ltd | 0.05% | Reduce -94.8% | 787 | $72K |
| Crewe Advisors LLC | 0.01% | No change | 710 | $65K |
| Provident Wealth Management, LLC | 0.02% | Reduce -44.1% | 710 | $65K |
| Clean Yield Group | 0.02% | No change | 683 | $62K |
| Deane Retirement Strategies, Inc. | 0.03% | Reduce -0.7% | 679 | $62K |
| Avion Wealth | 0.02% | Add +345.4% | 677 | $61K |
| HM Payson & Co. | 0.00% | New | 625 | $57K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -3.3% | 621 | $57K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -10.6% | 609 | $56K |
| Westwind Capital | 0.01% | Reduce -48.8% | 602 | $55K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.6% | 581 | $53K |
| Winthrop Capital Management, LLC | 0.01% | No change | 559 | $51K |
| Fortitude Family Office, LLC | 0.02% | No change | 550 | $50K |
| Highline Wealth Partners LLC | 0.02% | Reduce -25.1% | 527 | $48K |
| Kozak & Associates, Inc. | 0.01% | No change | 490 | $45K |
| Anfield Capital Management, LLC | 0.02% | Reduce -5.9% | 464 | $42K |
| REAP Financial Group, LLC | 0.01% | Add +2.7% | 462 | $42K |
| Hexagon Capital Partners LLC | 0.01% | New | 441 | $40K |
| Wintrust Investments LLC | 0.04% | No change | 446 | $40K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 436 | $40K |
| New Millennium Group LLC | 0.02% | New | 429 | $39K |
| Menard Financial Group LLC | 0.02% | New | 420 | $38K |
| Main Street Group, LTD | 0.02% | No change | 420 | $38K |
| Mather Group, Llc. | 0.00% | Reduce -38.0% | 411 | $38K |
| WR Wealth Planners, LLC | 0.01% | Add +317.5% | 405 | $37K |
| Atwood & Palmer Inc. | 0.00% | No change | 400 | $37K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +231.3% | 371 | $34K |
| Colonial Trust Co / SC | 0.00% | No change | 347 | $32K |
| Global Trust Asset Management, LLC | 0.01% | No change | 340 | $31K |
| Balentine LLC | 0.00% | No change | 335 | $31K |
| Cordgrass Capital Advisors, LLC | 0.01% | New | 325 | $30K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Reduce -51.8% | 318 | $29K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +7.7% | 307 | $28K |
| Bristlecone Advisors, LLC | 0.00% | No change | 300 | $27K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 260 | $24K |
| Catherine Avery Investment Management LLC | 0.02% | — | 260 | $24K |
| Pacifica Partners Inc. | 0.01% | No change | 255 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 252 | $23K |
| Ridgewood Investments LLC | 0.01% | No change | 227 | $21K |
| High Note Wealth, LLC | 0.01% | New | 225 | $21K |
| Ameriflex Group, Inc. | 0.01% | — | 220 | $20K |
| Riggs Asset Managment Co. Inc. | 0.01% | Reduce -74.7% | 216 | $20K |
| Ancora Advisors LLC | 0.00% | Reduce -68.3% | 210 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 208 | $19K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 202 | $18K |
| EPG Wealth Management LLC | 0.00% | New | 201 | $18K |
| Park Square Financial Group, LLC | 0.01% | — | 200 | $18K |
| NFSG Corp | 0.00% | No change | 163 | $15K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 154 | $14K |
| Main Management ETF Advisors, LLC | 0.00% | No change | 150 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 150 | $14K |
| Lee Danner & Bass Inc. | 0.00% | New | 139 | $13K |
| Signaturefd, LLC | 0.00% | Reduce -26.0% | 128 | $12K |
| Versant Capital Management, Inc | 0.00% | Reduce -46.1% | 124 | $11K |
| Longfellow Investment Management Co. LLC | 0.00% | No change | 114 | $10K |
| LRI Investments, LLC | 0.00% | No change | 107 | $10K |
| North Ridge Wealth Advisors, Inc. | 0.01% | New | 99 | $9K |
| Wellington Shields & Co., LLC | 0.00% | No change | 99 | $9K |
| Key Financial Inc | 0.00% | Add +203.1% | 97 | $9K |
| TCTC Holdings, LLC | 0.00% | No change | 80 | $7K |
| IMG Wealth Management, Inc. | 0.01% | — | 72 | $7K |
| Flagship Wealth Advisors, LLC | 0.00% | — | 69 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -25.0% | 63 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 61 | $6K |
| Coastline Trust Co | 0.00% | No change | 61 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -69.3% | 58 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 56 | $5K |
| Bernard Wealth Management Corp. | 0.00% | — | 55 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 50 | $5K |
| Evergreen Private Wealth LLC | 0.00% | No change | 43 | $4K |
| City Holding Co. | 0.00% | Reduce -73.3% | 40 | $4K |
| Nordwand Advisors, LLC | 0.00% | No change | 39 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 38 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $3K |
| UMB Bank, n.a. | 0.00% | Reduce -99.4% | 35 | $3K |
| HBC Financial Services, PLLC | 0.00% | No change | 34 | $3K |
| Bokf, NA | 0.00% | No change | 27 | $2K |
| Atlatl Advisers LLC | 0.00% | — | 26 | $2K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 26 | $2K |
| Capital A Wealth Management, LLC | 0.00% | — | 24 | $2K |
| Crews Bank & Trust | 0.00% | — | 23 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 22 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -44.7% | 21 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 21 | $2K |
| Bfsg, LLC | 0.00% | No change | 16 | $1K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -74.6% | 15 | $1K |
| City State Bank | 0.00% | No change | 13 | $1K |
| 2UniFi Bank | 0.00% | — | 11 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 10 | $914 |
| Franklin Resources Inc. | 0.00% | Reduce -91.7% | 3 | $274 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $102 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 7 | $0 |
"% 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.