SS SPDR BB 1-3M T-Bill ETFBILETF
13F holders, Q1 2025 (March 31)1,168holders +40
134new positions
85sold out
6famous investors
$91.71avg. 13F price*
At the end of Q1 2025, 1,168 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 40 from Q4 2024. 134 opened new positions and 85 sold out. The largest holders were Morgan Stanley ($2.0B), Bank of America Corp. ($1.4B) and LPL Financial LLC ($1.1B). 6 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- SS SPDR BB 1-3M T-Bill ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 134 | $505.7M |
| Exits | 85 | $162.2M |
All 13F filers, Q4 2024 → Q1 2025: 46,385,406 shares bought and 19,322,212 shares sold, net +27,063,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,168 holders
| Morgan Stanley | 0.14% | Add +11.6% | 21,644,765 | $2.0B |
| Bank of America Corp. | 0.13% | Reduce -5.2% | 15,505,913 | $1.4B |
| LPL Financial LLC | 0.45% | Add +8.8% | 12,500,373 | $1.1B |
| Assetmark, Inc. | 1.84% | Add +629.3% | 7,284,971 | $668.3M |
| Royal Bank of Canada | 0.14% | Add +22.0% | 6,888,377 | $631.9M |
| Wells Fargo & Company | 0.15% | Add +11.3% | 6,802,995 | $624.0M |
| UBS Group AG | 0.14% | Add +3.7% | 6,758,773 | $620.0M |
| Envestnet Asset Management Inc. | 0.19% | Add +9.8% | 6,538,272 | $599.8M |
| Stifel Financial Corp. | 0.53% | Add +9.5% | 5,481,026 | $502.8M |
| Capital Wealth Planning, LLC | 4.31% | Add +6.3% | 5,419,049 | $497.1M |
| Captrust Financial Advisors | 0.76% | Reduce -3.1% | 3,290,409 | $301.8M |
| Truist Financial Corp. | 0.47% | Add +4.4% | 3,197,985 | $293.4M |
| Raymond James Financial Inc. | 0.10% | Add +6.3% | 2,887,793 | $264.9M |
| Partners Capital Investment Group, LLP | 4.36% | Add +30.1% | 2,812,458 | $258.0M |
| Cetera Investment Advisers | 0.44% | Add +4.4% | 2,494,101 | $228.8M |
| Agf Management Ltd. | 1.19% | Add +80.3% | 2,453,640 | $225.1M |
| Capital International Investors | 0.04% | Add +5.2% | 2,351,528 | $215.7M |
| Osaic Holdings, Inc. | 0.47% | Reduce -4.7% | 2,292,318 | $210.3M |
| Oppenheimer Asset Management Inc. | 2.45% | Add +16.9% | 2,154,832 | $197.7M |
| Cwm, LLC | 0.74% | Add +10.4% | 2,030,309 | $186.2M |
| Citigroup Inc. | 0.14% | Add +573.5% | 2,023,621 | $185.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.82% | Add +13.6% | 1,963,456 | $180.6M |
| 3EDGE Asset Management, LP | 12.16% | Reduce -26.6% | 1,949,804 | $178.9M |
| Dakota Wealth Management | 3.97% | Add +35.8% | 1,846,887 | $169.4M |
| Halbert Hargrove Global Advisors, LLC | 8.51% | New | 1,629,049 | $149.4M |
| Ameriprise Financial Inc. | 0.04% | Reduce -21.0% | 1,496,900 | $137.3M |
| Cambridge Investment Research Advisors, Inc. | 0.46% | Add +11.0% | 1,479,845 | $135.7M |
| BlackRock, Inc. | 0.00% | Reduce -16.6% | 1,453,713 | $133.3M |
| Creative Planning | 0.12% | Add +6.2% | 1,424,407 | $130.7M |
| Howard Capital Management, LLC | 3.06% | Add +15.7% | 1,328,263 | $121.8M |
| Sandhill Capital Partners LLC | 10.00% | Add +26.1% | 1,325,659 | $121.6M |
| Renaissance Technologies | 0.17% | Add +24.3% | 1,255,300 | $115.1M |
| Ashton Thomas Private Wealth, LLC | 4.35% | Add +10.3% | 1,238,873 | $113.6M |
| AQR Capital Management | 0.11% | Add +23.6% | 1,190,656 | $109.2M |
| Ieq Capital, LLC | 0.87% | Add +31.4% | 1,188,895 | $109.1M |
| Eagle Capital Management LLC | 0.39% | Reduce -17.6% | 1,172,158 | $107.5M |
| Concurrent Investment Advisors, LLC | 2.58% | Add +309.4% | 1,153,811 | $105.8M |
| MBL Wealth, LLC | 10.43% | Reduce -5.8% | 1,122,172 | $102.9M |
| Scharf Investments, LLC | 3.05% | Add +340.4% | 1,099,547 | $100.9M |
| Mariner, LLC | 0.15% | Add +58.1% | 975,582 | $89.5M |
| Private Advisor Group, LLC | 0.52% | Reduce -1.9% | 931,283 | $85.4M |
| Commonwealth Equity Services, LLC | 0.12% | Add +38.9% | 902,085 | $82.7M |
| Composition Wealth, LLC | 1.57% | Add +22.3% | 853,297 | $78.3M |
| Foundations Investment Advisors, LLC | 1.40% | Add +17.3% | 825,833 | $75.8M |
| 12th Street Asset Management Company, LLC | 12.78% | Add +214.8% | 817,266 | $75.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -2.3% | 797,277 | $73.1M |
| Twelve Points Wealth Management LLC | 19.45% | Add +3.6% | 781,413 | $71.7M |
| Axxcess Wealth Management, LLC | 1.95% | Reduce -13.5% | 779,930 | $71.5M |
| JPMorgan Chase & Co. | 0.01% | Add +32.1% | 765,528 | $70.2M |
| JNBA Financial Advisors | 7.21% | Add +16191.9% | 758,389 | $69.6M |
| Rockefeller Capital Management L.P. | 0.17% | Add +32.3% | 748,029 | $68.6M |
| Thor Trading Advisors, LLC | 27.47% | Add +318.8% | 741,141 | $68.0M |
| Capital Investment Advisory Services, LLC | 5.80% | Reduce -1.0% | 707,176 | $64.9M |
| Cypress Capital, LLC | 18.57% | Reduce -11.3% | 702,227 | $64.4M |
| Capital Asset Advisory Services LLC | 3.27% | Reduce -10.0% | 701,847 | $64.2M |
| Modern Wealth Management, LLC | 2.04% | Add +491.6% | 697,173 | $64.0M |
| HighTower Advisors, LLC | 0.09% | Add +24.9% | 683,386 | $62.7M |
| Baird Financial Group, Inc. | 0.12% | Add +14.1% | 679,387 | $62.3M |
| Millennium Management | 0.06% | Reduce -14.9% | 679,034 | $62.3M |
| Advisory Services Network, LLC | 1.19% | Reduce -4.1% | 677,387 | $62.1M |
| Randolph Co Inc | 7.10% | Add +841.9% | 661,660 | $60.7M |
| Impact Partnership Wealth, LLC | 12.66% | Reduce -31.1% | 646,197 | $59.3M |
| St. Louis Financial Planners Asset Management, LLC | 42.45% | Add +19.9% | 619,155 | $56.8M |
| Moneta Group Investment Advisors LLC | 0.78% | Add +13.7% | 616,976 | $56.6M |
| CWA Asset Management Group, LLC | 2.65% | Reduce -7.9% | 602,719 | $55.3M |
| RFG Advisory, LLC | 1.45% | Add +41.3% | 584,637 | $53.6M |
| St. James Investment Company, LLC | 8.88% | Add +47.4% | 580,825 | $53.3M |
| Envestnet Portfolio Solutions, Inc. | 0.20% | Reduce -8.5% | 575,292 | $52.8M |
| EP Wealth Advisors, LLC | 0.42% | Reduce -0.3% | 570,422 | $52.3M |
| Trilogy Capital Inc. | 2.70% | Add +42.8% | 561,875 | $51.5M |
| Bank of Montreal | 0.03% | Add +252.7% | 551,704 | $50.6M |
| Acorns Advisers, LLC | 0.47% | Add +5.8% | 538,240 | $49.4M |
| Synergy Asset Management, LLC | 6.17% | Reduce -67.6% | 533,333 | $48.9M |
| Running Point Capital Advisors, LLC | 15.40% | Reduce -0.8% | 528,832 | $48.5M |
| Dimension Capital Management LLC | 8.50% | Reduce -46.1% | 522,556 | $47.9M |
| Sollinda Capital Management LLC | 13.27% | Reduce -27.4% | 519,898 | $47.7M |
| Brookstone Capital Management | 0.68% | Add +44.5% | 517,565 | $47.5M |
| Northstar Group, Inc. | 8.05% | Add +5.8% | 517,558 | $47.5M |
| State Street Corp. | 0.00% | New | 516,740 | $47.4M |
| Brasada Capital Management, LP | 9.28% | Add +40.2% | 507,612 | $46.5M |
| Salomon & Ludwin, LLC | 4.88% | Add +3.4% | 498,938 | $45.8M |
| Second Half Financial Partners, LLC | 21.82% | Add +310.0% | 479,809 | $44.0M |
| Mutual Advisors, LLC | 1.26% | Add +91.7% | 479,405 | $44.0M |
| Auour Investments LLC | 15.81% | Add +36.8% | 475,679 | $43.6M |
| Fortis Group Advisors, LLC | 8.34% | Add +3.8% | 468,488 | $43.0M |
| Atria Wealth Solutions, Inc. | 0.52% | Reduce -1.4% | 467,402 | $42.9M |
| Park Edge Advisors, LLC | 11.79% | Add +402.6% | 461,592 | $42.3M |
| Federation des caisses Desjardins du Quebec | 0.21% | Reduce -13.8% | 453,131 | $41.6M |
| Prostatis Group LLC | 12.85% | Add +149.4% | 444,097 | $40.7M |
| Westwood Holdings Group Inc. | 0.31% | Add +17.4% | 435,792 | $40.0M |
| MML Investors Services, LLC | 0.13% | Add +0.8% | 432,381 | $39.7M |
| Tectonic Advisors LLC | 2.48% | Add +36.3% | 431,999 | $39.6M |
| Bank of New York Mellon Corp | 0.01% | Add +96.7% | 412,409 | $37.8M |
| Integrity Alliance, Llc. | 1.48% | Add +86.7% | 407,505 | $37.4M |
| Integrated Advisors Network LLC | 1.89% | Reduce -2.3% | 406,279 | $37.3M |
| Gitterman Wealth Management, LLC | 9.82% | Add +48.2% | 403,025 | $37.0M |
| Verdence Capital Advisors LLC | 2.78% | Add +101.4% | 397,138 | $36.4M |
| Townsquare Capital LLC | 0.39% | Add +6.1% | 394,863 | $36.2M |
| Belpointe Asset Management LLC | 1.85% | Add +90.9% | 387,709 | $35.6M |
| Turim 21 Investimentos Ltda. | 9.42% | New | 382,140 | $35.1M |
| HSBC Holdings PLC | 0.02% | Reduce -30.5% | 381,610 | $35.0M |
| Centaurus Financial, Inc. | 2.11% | Reduce -2.5% | 379,785 | $34.8M |
| Pacific Point Advisors, LLC | 19.15% | Add +94.9% | 376,038 | $34.5M |
| Avantax Advisory Services, Inc. | 0.21% | Add +10.1% | 370,749 | $34.0M |
| Turning Point Benefit Group, Inc. | 31.47% | Add +1.3% | 367,873 | $33.7M |
| Convergence Financial, LLC | 6.56% | Add +1.5% | 364,084 | $33.4M |
| National Bank of Canada | 0.04% | Add +259.2% | 360,913 | $33.1M |
| Relyea Zuckerberg Hanson LLC | 4.45% | Add +10921.5% | 360,402 | $33.1M |
| Innovative Advisory Group, LLC | 31.07% | Add +3.5% | 356,732 | $32.7M |
| Beacon Capital Management, Inc. | 1.62% | Reduce -81.8% | 355,593 | $32.6M |
| McGuire Investment Group, LLC | 4.77% | Add +20.5% | 349,651 | $32.1M |
| Weaver Capital Management LLC | 8.49% | Add +7982.7% | 347,314 | $31.9M |
| NorthCoast Asset Management LLC | 0.16% | Add +16.8% | 343,541 | $31.5M |
| B. Riley Wealth Advisors, Inc. | 0.92% | Add +137.2% | 331,081 | $30.4M |
| Carrera Capital Advisors | 6.70% | Reduce -17.1% | 329,535 | $30.2M |
| Kestra Advisory Services, LLC | 0.15% | Add +227.3% | 328,086 | $30.1M |
| Fort Point Capital Partners LLC | 3.36% | Add +9.3% | 327,980 | $30.1M |
| Hanover Advisors Inc. | 12.83% | Reduce -3.6% | 322,416 | $29.6M |
| Bank of Nova Scotia | 0.07% | Add +5.9% | 320,467 | $29.4M |
| Hibernia Wealth Partners, LLC | 20.12% | Reduce -9.4% | 308,738 | $28.3M |
| One Capital Management, LLC | 0.95% | Add +16.1% | 307,356 | $28.2M |
| Udine Wealth Management, Inc. | 18.82% | Add +1.7% | 306,733 | $28.1M |
| Alethea Capital Management, LLC | 20.95% | Add +2.4% | 306,042 | $28.1M |
| Natixis Advisors, LLC | 0.05% | Reduce -22.8% | 303,830 | $27.9M |
| &partners | 0.29% | Add +5.5% | 300,044 | $27.5M |
| Exchange Traded Concepts, LLC | 0.49% | Add +102.2% | 300,000 | $27.5M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +4.9% | 294,969 | $27.1M |
| Ausdal Financial Partners, Inc. | 2.03% | Add +1105.9% | 293,043 | $26.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -3.7% | 292,721 | $26.9M |
| EverSource Wealth Advisors, LLC | 1.46% | Reduce -7.6% | 290,250 | $26.6M |
| ACT Advisors, LLC. | 14.40% | New | 289,170 | $26.5M |
| Gradient Investments LLC | 0.52% | Add +22.8% | 281,973 | $25.9M |
| Sprott Inc. | 1.51% | Reduce -29.3% | 278,654 | $25.6M |
| North Capital, Inc. | 24.06% | — | 277,958 | $25.5M |
| Virtue Capital Management, LLC | 2.98% | Add +32.8% | 277,609 | $25.5M |
| Beacon Financial Group | 2.78% | Add +1.0% | 277,467 | $25.5M |
| Steward Partners Investment Advisory, LLC | 0.22% | Reduce -5.2% | 272,653 | $25.0M |
| Cresset Asset Management, LLC | 0.13% | Add +51.2% | 272,633 | $25.0M |
| Pacific Capital Wealth Advisors, Inc. | 4.30% | Add +1.2% | 271,139 | $24.9M |
| Keating Investment Counselors Inc. | 7.49% | Reduce -17.4% | 270,640 | $24.8M |
| McNamara Financial Services, Inc. | 5.32% | Add +59.9% | 269,687 | $24.7M |
| Capital World Investors | 0.00% | Add +11.3% | 268,327 | $24.6M |
| Dean, Jacobson Financial Services, LLC | 18.93% | New | 268,297 | $24.6M |
| Berkshire Money Management, Inc. | 2.75% | Add +4.6% | 267,319 | $24.5M |
| Balboa Wealth Partners | 5.87% | Add +493.5% | 264,321 | $24.2M |
| Integrated Wealth Concepts LLC | 0.28% | Add +143.4% | 263,673 | $24.2M |
| Freedom Investment Management, Inc. | 1.99% | Add +18.9% | 258,311 | $23.7M |
| Winch Advisory Services, LLC | 6.15% | Add +47.9% | 253,578 | $23.3M |
| Saratoga Research & Investment Management | 1.23% | Reduce -1.2% | 253,288 | $23.2M |
| Clarkston Capital Partners, LLC | 0.46% | Add +4.0% | 253,176 | $23.2M |
| ArrowMark Colorado Holdings LLC | 0.37% | Add +233.6% | 250,121 | $22.9M |
| USA Financial Formulas | 3.76% | Reduce -1.7% | 248,255 | $22.8M |
| Arax Advisory Partners | 1.46% | Add +2444.1% | 247,415 | $22.7M |
| Strategic Investment Advisors / MI | 2.35% | Add +4.9% | 241,649 | $22.2M |
| Equitable Holdings, Inc. | 0.21% | Reduce -78.8% | 241,297 | $22.1M |
| Janney Montgomery Scott LLC | 0.06% | Add +15.3% | 240,428 | $22.1M |
| Coldstream Capital Management Inc. | 0.47% | Add +611.0% | 240,044 | $22.0M |
| Fourpath Capital Management, LLC | 3.81% | New | 239,052 | $21.9M |
| Bell Bank | 1.18% | Reduce -20.5% | 238,223 | $21.9M |
| Founders Grove Wealth Partners, LLC | 6.08% | Add +14.8% | 237,774 | $21.8M |
| Mgo One Seven LLC | 0.84% | Add +138.8% | 236,378 | $21.7M |
| Fortis Capital Advisors, LLC | 4.39% | Add +153.0% | 235,798 | $21.6M |
| Atria Investments, Inc | 0.27% | Add +64.6% | 232,499 | $21.3M |
| Allworth Financial LP | 0.12% | Add +31.5% | 232,200 | $21.3M |
| Apriem Advisors | 2.47% | Add +21.2% | 229,604 | $21.1M |
| Clear Creek Financial Management, LLC | 2.17% | Add +133.4% | 227,933 | $20.9M |
| Private Wealth Group, LLC | 12.22% | Add +13.1% | 226,615 | $20.8M |
| NewEdge Advisors, LLC | 0.12% | Add +3.5% | 224,984 | $20.6M |
| Kingsview Wealth Management, LLC | 0.38% | Add +71.6% | 222,655 | $20.4M |
| Founders Financial Securities LLC | 1.73% | Add +93.8% | 222,555 | $20.4M |
| Park Avenue Securities LLC | 0.25% | Add +4.8% | 221,443 | $20.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.60% | Add +4.3% | 221,349 | $20.2M |
| Full Sail Capital, LLC | 1.30% | Reduce -3.9% | 218,678 | $20.1M |
| First Eagle Investment Management, LLC | 0.04% | Reduce -32.7% | 217,263 | $19.9M |
| GTS Securities LLC | 0.86% | Add +1513.1% | 216,387 | $19.8M |
| Rehmann Capital Advisory Group | 1.24% | Add +32.3% | 214,561 | $19.7M |
| Schroder Investment Management Group | 0.02% | Add +12209.1% | 214,179 | $19.6M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -20.8% | 213,582 | $19.6M |
| Arete Wealth Advisors, LLC | 1.49% | Add +3.9% | 212,574 | $19.5M |
| Sykon Capital LLC | 7.40% | Reduce -43.0% | 212,328 | $19.5M |
| Zacks Investment Management | 0.18% | Add +3.2% | 212,011 | $19.4M |
| Strategic Financial Concepts, LLC | 3.62% | Add +29.0% | 210,485 | $19.3M |
| Lake Hills Wealth Management, LLC | 13.17% | Add +1819.4% | 207,905 | $19.1M |
| Trek Financial, LLC | 1.37% | Add +2.1% | 206,228 | $18.9M |
| Teamwork Financial Advisors, LLC | 2.59% | Add +3.7% | 204,619 | $18.8M |
| Tucker Asset Management LLC | 6.08% | Add +58.6% | 204,560 | $18.8M |
| Scotia Capital Inc. | 0.10% | Add +317.3% | 203,705 | $18.7M |
| Austin Wealth Management, LLC | 3.73% | Reduce -5.3% | 203,126 | $18.6M |
| B & T Capital Management DBA Alpha Capital Management | 3.53% | Add +1.1% | 202,265 | $18.6M |
| Flow Traders U.S. LLC | 0.78% | New | 201,743 | $18.5M |
| Strategic Advisors LLC | 3.56% | Add +4.9% | 201,573 | $18.5M |
| CoreCap Advisors, LLC | 0.81% | Add +120.6% | 199,789 | $18.3M |
| Curran Financial Partners, LLC | 4.39% | Add +4.5% | 194,908 | $17.9M |
| Farther Finance Advisors, LLC | 0.45% | Add +71.4% | 192,371 | $17.6M |
| Stableford Capital II LLC | 7.43% | Add +37.1% | 191,685 | $17.6M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -2.3% | 191,726 | $17.6M |
| Kohmann Bosshard Financial Services, LLC | 1.99% | Add +46.2% | 167,482 | $16.9M |
| Wealthfront Advisers LLC | 0.04% | Add +18.3% | 182,641 | $16.8M |
| Transce3nd, LLC | 7.36% | Reduce -2.0% | 179,583 | $16.5M |
| IHT Wealth Management, LLC | 0.51% | Add +122.4% | 178,163 | $16.3M |
| Focused Wealth Management, Inc | 2.22% | Add +7.8% | 177,754 | $16.3M |
| Stratos Wealth Advisors, LLC | 0.89% | Add +3.2% | 176,586 | $16.2M |
| Advisor Resource Council | 1.30% | New | 176,561 | $16.1M |
| Roundview Capital LLC | 1.16% | Add +9.1% | 175,363 | $16.1M |
| Csenge Advisory Group | 0.91% | Add +152.8% | 175,164 | $16.1M |
| Great Valley Advisor Group, Inc. | 0.34% | Add +0.2% | 174,573 | $16.0M |
| Client First Investment Management LLC | 10.85% | Add +831.4% | 174,420 | $16.0M |
| Clearstead Trust, LLC | 3.51% | Reduce -3.5% | 171,994 | $15.8M |
| Altfest L J & Co. Inc. | 1.95% | Reduce -41.5% | 169,455 | $15.5M |
| DT Investment Partners, LLC | 1.48% | Add +20.6% | 167,205 | $15.3M |
| VanWeelden Wealth Management, LLC | 13.55% | Reduce -5.9% | 166,034 | $15.2M |
| Aptus Capital Advisors, LLC | 0.17% | Add +158.6% | 165,671 | $15.2M |
| Comerica Bank | 0.06% | Add +7.3% | 165,034 | $15.1M |
| Focus Partners Wealth | 0.04% | Reduce -4.9% | 162,980 | $15.0M |
| Entrewealth, LLC | 11.39% | Add +69.6% | 161,647 | $14.8M |
| Aurora Investment Managers, LLC. | 9.33% | Add +3.4% | 161,076 | $14.8M |
| Flagship Harbor Advisors, LLC | 0.78% | Reduce -10.7% | 161,068 | $14.8M |
| Fagan Associates, Inc. | 2.46% | Add +40.9% | 161,039 | $14.8M |
| Tompkins Financial Corp. | 1.41% | Reduce -24.4% | 160,181 | $14.7M |
| Hippocratic Financial Advisors, LLC | 8.70% | New | 159,286 | $14.6M |
| Hofer & Associates. Inc | 9.82% | Add +6.1% | 157,699 | $14.5M |
| Worth Asset Management, LLC | 7.85% | Add +16.1% | 156,760 | $14.4M |
| Inscription Capital, LLC | 2.37% | — | 156,425 | $14.4M |
| Norris Financial Group, LLC | 6.67% | Add +9.0% | 155,719 | $14.3M |
| Signal Advisors Wealth, LLC | 1.36% | Add +133.2% | 151,944 | $13.9M |
| Oppenheimer & Co. Inc. | 0.20% | Reduce -25.5% | 147,749 | $13.6M |
| Blueprint Investment Partners LLC | 2.47% | Reduce -32.6% | 147,532 | $13.5M |
| Ranch Capital Advisors Inc. | 6.30% | Add +62.1% | 144,797 | $13.3M |
| Jefferies Financial Group Inc. | 0.24% | Add +41.7% | 143,374 | $13.2M |
| Gotham Asset Management | 0.11% | Reduce -15.1% | 141,333 | $13.0M |
| NorthRock Partners, LLC | 0.43% | Reduce -17.4% | 139,747 | $12.8M |
| Benedict Financial Advisors Inc. | 2.91% | Add +42.5% | 137,005 | $12.6M |
| Managed Asset Portfolios, LLC | 1.73% | Reduce -52.9% | 136,207 | $12.5M |
| ADAR1 Capital Management, LLC | 2.46% | Add +2.9% | 135,585 | $12.4M |
| Saiph Capital, LLC | 5.90% | Reduce -4.8% | 134,702 | $12.4M |
| Delta Investment Management, LLC | 2.47% | Reduce -80.7% | 133,585 | $12.3M |
| Marshfield Associates | 0.26% | Reduce -1.4% | 132,042 | $12.1M |
| J2 Capital Management Inc | 11.05% | Add +59.0% | 131,047 | $12.0M |
| RPS Advisory Solutions LLC | 8.48% | Reduce -34.4% | 130,552 | $12.0M |
| Beacon Pointe Advisors, LLC | 0.13% | Reduce -2.9% | 126,930 | $11.6M |
| Eagle Rock Investment Company, LLC | 1.97% | Reduce -51.3% | 125,232 | $11.5M |
| Strategic Wealth Investment Group, LLC | 19.93% | Reduce -57.2% | 124,855 | $11.5M |
| Cabot Wealth Management Inc. | 1.44% | Reduce -1.6% | 123,276 | $11.3M |
| MOKAN Wealth Management Inc. | 6.79% | Add +5.7% | 122,847 | $11.3M |
| Benjamin Edwards Inc. | 0.16% | Add +245.6% | 122,795 | $11.3M |
| GenTrust, LLC | 0.54% | Add +56.8% | 122,771 | $11.3M |
| Trivium Point Advisory, LLC | 1.40% | Add +30.9% | 122,757 | $11.3M |
| Treasure Coast Financial Planning | 6.96% | Add +4.3% | 122,465 | $11.2M |
| Graves Light Lenhart Wealth, Inc. | 1.37% | Add +58.8% | 121,455 | $11.1M |
| FSC Wealth Advisors, LLC | 7.29% | Reduce -1.7% | 121,099 | $11.1M |
| IPG Investment Advisors LLC | 2.49% | Add +224.6% | 120,166 | $11.0M |
| Tidal Investments LLC | 0.09% | New | 120,178 | $11.0M |
| HRT Financial LP | 0.07% | New | 119,729 | $11.0M |
| GM Advisory Group, LLC | 0.59% | Reduce -20.1% | 118,544 | $10.9M |
| NDWM LLC | 10.57% | Reduce -3.2% | 117,893 | $10.8M |
| SLT Holdings LLC | 10.66% | Add +49.1% | 117,027 | $10.7M |
| PFG Investments, LLC | 0.68% | Add +24.9% | 116,165 | $10.7M |
| Legacy Wealth Managment, LLC | 7.71% | Add +3.6% | 115,746 | $10.6M |
| Malaga Cove Capital, LLC | 4.58% | Add +9.3% | 115,529 | $10.6M |
| Vivid Wealth Management, LLC | 5.27% | Add +5.0% | 114,768 | $10.5M |
| RIA Advisory Group LLC | 3.40% | Add +108.5% | 113,940 | $10.5M |
| Stratos Wealth Partners, LTD. | 0.16% | Reduce -9.7% | 113,850 | $10.4M |
| MRWM Advisors, LLC | 7.26% | Reduce -12.7% | 113,803 | $10.4M |
| Independent Financial Group, LLC | 0.36% | Add +14.4% | 113,141 | $10.4M |
| MCF Advisors LLC | 0.75% | Add +40.7% | 113,066 | $10.4M |
| First Wilshire Securities Management Inc. | 2.94% | Reduce -25.9% | 111,818 | $10.3M |
| Fiduciary Alliance LLC | 1.01% | Add +61.5% | 111,612 | $10.2M |
| Rareview Capital LLC | 6.43% | Add +300.6% | 110,640 | $10.1M |
| Simplicity Wealth,LLC | 0.79% | Add +651.8% | 110,582 | $10.1M |
| AA Financial Advisors, LLC | 2.46% | New | 109,967 | $10.1M |
| Guild Investment Management, Inc. | 10.36% | Add +29.0% | 107,552 | $9.9M |
| Everstar Asset Management, LLC | 6.47% | Add +5.3% | 106,426 | $9.8M |
| Hilton Capital Management, LLC | 0.82% | Add +26.0% | 105,744 | $9.7M |
| Private Management Group Inc. | 0.35% | Reduce -36.0% | 105,644 | $9.7M |
| MRA Advisory Group | 5.12% | Add +3.0% | 104,630 | $9.6M |
| Bleakley Financial Group, LLC | 0.30% | Add +51.1% | 103,502 | $9.5M |
| CapWealth Advisors, LLC | 1.02% | Add +89.6% | 102,617 | $9.4M |
| Richmond Brothers, Inc. | 5.93% | Reduce -6.1% | 102,193 | $9.4M |
| Ameritas Advisory Services, LLC | 0.38% | Reduce -12.8% | 102,147 | $9.4M |
| Boomfish Wealth Group, LLC | 6.02% | Reduce -8.3% | 101,058 | $9.3M |
| Private Advisory Group LLC | 1.05% | Reduce -23.8% | 100,173 | $9.2M |
| Geneos Wealth Management Inc. | 0.31% | Add +22.6% | 100,129 | $9.2M |
| Palogic Value Management, L.P. | 4.13% | No change | 100,098 | $9.2M |
| Sovran Advisors, LLC | 1.19% | Add +10.7% | 99,683 | $9.1M |
| Win Advisors, Inc. | 4.66% | Add +126.7% | 98,882 | $9.1M |
| Lakewood Asset Management LLC | 6.08% | Reduce -5.0% | 98,158 | $9.0M |
| Silver Oak Securities, Incorporated | 0.83% | Reduce -10.9% | 97,212 | $8.9M |
| Guidance Capital, Inc. | 2.72% | Add +5.3% | 97,224 | $8.9M |
| Crescent Grove Advisors, LLC | 0.92% | Add +208.9% | 96,321 | $8.8M |
| Harbor Investment Advisory, LLC | 0.86% | Add +30.1% | 95,939 | $8.8M |
| Elevation Capital Advisory, LLC | 3.79% | Reduce -64.1% | 94,851 | $8.7M |
| IFG Advisory, LLC | 0.48% | Add +16.9% | 94,823 | $8.7M |
| Smart Money Group LLC | 2.95% | Reduce -1.2% | 94,577 | $8.7M |
| Genus Capital Management Inc. | 1.25% | — | 94,258 | $8.6M |
| Retirement Capital Strategies | 3.36% | Reduce -32.2% | 93,874 | $8.6M |
| Capital Wealth Alliance, LLC | 5.15% | Add +13.1% | 93,842 | $8.6M |
| Net Worth Advisory Group | 2.69% | Add +76.2% | 93,390 | $8.6M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -52.4% | 93,363 | $8.6M |
| Epoch Investment Partners, Inc. | 0.04% | Add +6.3% | 93,231 | $8.6M |
| Lionsbridge Wealth Management LLC | 7.52% | Add +61.8% | 92,411 | $8.5M |
| Sargent Investment Group, LLC | 1.34% | Add +14.2% | 91,800 | $8.4M |
| Cibc World Market Inc. | 0.02% | Add +42.6% | 91,103 | $8.4M |
| Capital Advisors, Ltd. LLC | 1.10% | Add +4.7% | 90,867 | $8.3M |
| Bison Wealth, LLC | 0.78% | Add +4007.8% | 90,412 | $8.3M |
| AE Wealth Management LLC | 0.07% | Add +2.3% | 89,035 | $8.2M |
| WCG Wealth Advisors LLC | 0.62% | Reduce -2.1% | 88,645 | $8.1M |
| Moulton Wealth Management, Inc. | 6.20% | Reduce -23.6% | 88,642 | $8.1M |
| Donald L. Hagan, LLC | 4.24% | Reduce -39.5% | 88,513 | $8.1M |
| DSG Capital Advisors, LLC | 1.61% | Add +29.8% | 86,711 | $8.0M |
| Rik Saylor Financial, Inc. | 6.95% | New | 86,051 | $7.9M |
| Banco Santander, S.A. | 0.09% | Reduce -61.5% | 85,887 | $7.9M |
| G&S Capital LLC | 3.34% | Reduce -32.0% | 85,629 | $7.9M |
| Night Owl Capital Management, LLC | 0.98% | Add +44.1% | 85,539 | $7.8M |
| Jones Financial Companies LLLP | 0.01% | Add +145.9% | 85,105 | $7.8M |
| One Day In July LLC | 0.78% | Add +224.0% | 84,759 | $7.8M |
| Synovus Financial Corp. | 0.10% | Add +23.5% | 84,666 | $7.8M |
| Hedeker Wealth, LLC | 2.08% | Reduce -1.1% | 84,268 | $7.7M |
| 49 Wealth Management, LLC | 0.93% | Reduce -81.9% | 83,862 | $7.7M |
| Hardman Johnston Global Advisors LLC | 0.36% | Add +107.5% | 83,000 | $7.6M |
| Luken Investment Analytics, LLC | 3.53% | Add +11.8% | 82,185 | $7.5M |
| DAVENPORT & Co LLC | 0.04% | Add +20.4% | 81,563 | $7.5M |
| West Financial Advisors, LLC | 1.41% | Add +7.7% | 80,971 | $7.4M |
| Greenfield Seitz Capital Management, LLC | 2.82% | Add +12.5% | 80,722 | $7.4M |
| CPR Investments Inc. | 6.52% | Add +0.8% | 80,196 | $7.4M |
| Capstone Wealth Management Group LLC | 5.87% | Add +19.8% | 80,144 | $7.4M |
| Acorn Financial Advisory Services Inc. | 1.31% | Add +1144.5% | 79,239 | $7.3M |
| Woodley Farra Manion Portfolio Management Inc. | 0.36% | Add +55.4% | 79,150 | $7.3M |
| Paragon Capital Management Inc. | 5.77% | Reduce -7.8% | 77,945 | $7.1M |
| L.M. Kohn & Company | 1.86% | Reduce -9.4% | 77,752 | $7.1M |
| TKG Advisors, LLC | 3.51% | Add +17.2% | 77,570 | $7.1M |
| Iams Wealth Management, LLC | 3.25% | Reduce -10.9% | 77,361 | $7.1M |
| JBR Co Financial Management Inc | 4.15% | Add +562.6% | 77,339 | $7.1M |
| Citadel Advisors | 0.01% | Add +1330.0% | 77,260 | $7.1M |
| Lumbard & Kellner, LLC | 3.11% | Add +26.3% | 76,893 | $7.1M |
| Advisors Preferred, LLC | 0.95% | Add +25.0% | 77,140 | $7.1M |
| Sterling Investment Management, LLC | 5.01% | Add +4.3% | 76,705 | $7.0M |
| Mid-American Wealth Advisory Group, Inc. | 3.77% | Add +41.9% | 76,626 | $7.0M |
| Kintayl Capital LP | 5.06% | No change | 76,579 | $7.0M |
| Jim Saulnier & Associates, LLC | 5.36% | Reduce -48.0% | 75,046 | $6.9M |
| Cerity Partners LLC | 0.01% | Reduce -16.2% | 74,887 | $6.9M |
| AXS Investments LLC | 1.90% | New | 74,879 | $6.9M |
| Arkadios Wealth Advisors | 0.26% | Add +241.4% | 74,664 | $6.8M |
| Beam Wealth Advisors, Inc. | 2.31% | Reduce -6.9% | 74,559 | $6.8M |
| Compass Financial Services Inc | 3.58% | Add +15.1% | 74,400 | $6.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.38% | Add +18.0% | 73,283 | $6.7M |
| Meridian Wealth Management, LLC | 0.32% | Add +1.5% | 72,671 | $6.7M |
| Three Seasons Wealth, LLC | 3.29% | Reduce -44.8% | 72,477 | $6.6M |
| FWL Investment Management, LLC | 2.47% | Add +28.5% | 72,350 | $6.6M |
| Teca Partners, LP | 4.76% | New | 72,348 | $6.6M |
| Founders Financial Alliance, LLC | 1.60% | Reduce -10.5% | 72,154 | $6.6M |
| Morgan Dempsey Capital Management LLC | 2.75% | Reduce -9.1% | 71,909 | $6.6M |
| Professional Financial Advisors, LLC | 1.67% | Add +22.7% | 71,694 | $6.6M |
| Titleist Asset Management, LLC | 0.76% | Reduce -59.5% | 71,632 | $6.6M |
| Fortis Capital Management LLC | 1.27% | Add +16.2% | 71,414 | $6.6M |
| Fiduciary Financial Group, LLC | 1.42% | Add +28.9% | 71,396 | $6.5M |
| Alliance Wealth Advisors, LLC | 1.69% | Reduce -6.6% | 70,472 | $6.5M |
| US Financial Advisors, LLC | 1.90% | Reduce -26.0% | 70,157 | $6.4M |
| Choreo, LLC | 0.10% | Add +2.8% | 69,869 | $6.4M |
| Fullcircle Wealth LLC | 2.63% | Add +172.7% | 69,683 | $6.4M |
| RiverTree Advisors, LLC | 4.27% | Reduce -1.2% | 69,549 | $6.4M |
| Financial Advocates Investment Management | 0.45% | Reduce -23.1% | 70,146 | $6.4M |
| GFI Investment Counsel Ltd. | 0.74% | Reduce -0.6% | 69,446 | $6.4M |
| First International Bank & Trust | 2.01% | Add +7.2% | 69,318 | $6.4M |
| Wealthcare Advisory Partners LLC | 0.17% | Reduce -1.9% | 69,159 | $6.3M |
| Strategic Blueprint, LLC | 0.34% | Reduce -0.7% | 68,879 | $6.3M |
| Horizon Investments, LLC | 0.19% | Add +37.6% | 69,321 | $6.3M |
| Money Concepts Capital Corp. | 0.47% | Add +36.7% | 68,515 | $6.3M |
| Jordan Park Group LLC | 0.46% | Reduce -13.4% | 68,465 | $6.3M |
| Wheelhouse Advisory Group LLC | 3.57% | Add +16.1% | 68,101 | $6.2M |
| Legacy Capital Group California, Inc. | 2.16% | Add +8.9% | 67,722 | $6.2M |
| Capital Research Global Investors | 0.00% | Add +31.3% | 67,203 | $6.2M |
| Forza Wealth Management, LLC | 2.73% | Reduce -29.2% | 66,173 | $6.1M |
| Diversified Portfolios, Inc. | 0.64% | Reduce -5.9% | 66,103 | $6.1M |
| Maridea Wealth Management LLC | 1.95% | Add +26.9% | 64,942 | $6.0M |
| Verus Capital Partners, LLC | 0.59% | New | 64,828 | $5.9M |
| Coppell Advisory Solutions LLC | 0.82% | Reduce -68.8% | 64,645 | $5.9M |
| Venturi Wealth Management, LLC | 0.31% | Reduce -7.4% | 64,559 | $5.9M |
| Caitlin John, LLC | 5.80% | Add +109.3% | 64,512 | $5.9M |
| Rosenberg Matthew Hamilton | 1.48% | Reduce -11.6% | 64,445 | $5.9M |
| Portside Wealth Group, LLC | 0.96% | Reduce -3.7% | 64,373 | $5.9M |
| Spartan Planning & Wealth Management | 5.70% | Reduce -0.6% | 64,138 | $5.9M |
| TFB Advisors LLC | 1.68% | Add +2451.9% | 63,722 | $5.8M |
| Brown Advisory Inc. | 0.01% | Add +12.6% | 63,154 | $5.8M |
| Stelac Advisory Services LLC | 2.38% | Reduce -48.5% | 63,075 | $5.8M |
| Hilltop Holdings Inc. | 0.36% | Add +1.9% | 62,701 | $5.8M |
| GeoWealth Management, LLC | 0.23% | Reduce -77.2% | 62,088 | $5.7M |
| Catherine Avery Investment Management LLC | 5.10% | Add +23776.2% | 62,078 | $5.7M |
| Wellspring Financial Advisors, LLC | 0.63% | Add +0.0% | 61,740 | $5.7M |
| Private Client Services, LLC | 2.78% | Add +126.9% | 61,256 | $5.6M |
| Pathway Financial Advisors LLC | 1.01% | Add +442.4% | 61,052 | $5.6M |
| NorthCrest Asset Manangement, LLC | 0.17% | Add +11.8% | 60,532 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +18.6% | 60,492 | $5.5M |
| Corient Private Wealth LP | 0.01% | Reduce -5.3% | 60,069 | $5.5M |
| Baring Financial LLC | 4.61% | Add +25.9% | 59,899 | $5.5M |
| Westmount Partners, LLC | 1.65% | New | 59,103 | $5.4M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -29.3% | 58,824 | $5.4M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -29.3% | 58,824 | $5.4M |
| Portfolio Design Labs, LLC | 1.10% | Add +79.4% | 58,366 | $5.4M |
| Parkside Financial Bank & Trust | 0.68% | Add +116556.0% | 58,328 | $5.4M |
| WealthTrust Asset Management, LLC | 3.96% | Add +16.8% | 58,221 | $5.3M |
| Robinswood Financial LLC | 1.96% | Reduce -21.6% | 57,942 | $5.3M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -3.0% | 57,614 | $5.3M |
| Insight 2811, Inc. | 2.67% | Add +3.9% | 57,399 | $5.3M |
| Beaumont Financial Advisors, LLC | 0.41% | Add +105.3% | 57,266 | $5.3M |
| Investor's Fiduciary Advisor Network, LLC | 2.44% | Reduce -4.3% | 56,444 | $5.2M |
| Palouse Capital Management, Inc. | 3.53% | Reduce -6.5% | 56,366 | $5.2M |
| Long Run Wealth Advisors, LLC | 1.17% | Add +25.9% | 56,345 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +24.0% | 56,326 | $5.2M |
| Clio Asset Management LLC | 4.11% | Add +689.8% | 56,282 | $5.2M |
| Core Wealth Partners LLC | 3.00% | Add +29.3% | 56,169 | $5.2M |
| Proficio Capital Partners LLC | 0.39% | New | 55,710 | $5.1M |
| Tempus Wealth Planning, LLC | 1.52% | Reduce -28.4% | 55,605 | $5.1M |
| GPS Wealth Strategies Group, LLC | 0.69% | Add +6.2% | 55,377 | $5.1M |
| J.Safra Asset Management Corp | 0.41% | Add +6.6% | 55,326 | $5.1M |
| Islay Capital Management, LLC | 3.39% | Add +100.5% | 54,290 | $5.0M |
| Quartz Partners, LLC | 3.01% | Add +22.1% | 54,067 | $5.0M |
| Sound Income Strategies, LLC | 0.29% | Add +90.5% | 53,332 | $4.9M |
| Raub Brock Capital Management LP | 1.09% | Add +146.2% | 53,134 | $4.9M |
| Elmwood Wealth Management, Inc. | 1.95% | Reduce -19.5% | 51,742 | $4.7M |
| Sage Mountain Advisors LLC | 0.35% | Add +21.2% | 51,345 | $4.7M |
| Vishria Bird Financial Group, LLC | 1.59% | Reduce -21.8% | 51,164 | $4.7M |
| Moneco Advisors, LLC | 0.48% | Reduce -10.1% | 50,821 | $4.7M |
| Diversify Advisory Services, LLC | 0.29% | Add +41.9% | 50,410 | $4.6M |
| SVB Wealth LLC | 0.19% | Add +31.1% | 49,918 | $4.6M |
| Unison Advisors LLC | 0.58% | Reduce -6.0% | 49,818 | $4.6M |
| Perennial Investment Advisors, LLC | 0.51% | Reduce -3.6% | 49,598 | $4.5M |
| Balefire, LLC | 1.55% | Reduce -18.7% | 49,339 | $4.5M |
| Intrepid Financial Planning Group LLC | 2.09% | Reduce -1.9% | 49,212 | $4.5M |
| Vista Investment Management | 1.76% | Add +26.3% | 49,154 | $4.5M |
| Sagespring Wealth Partners, LLC | 0.11% | Add +8.6% | 48,002 | $4.4M |
| Cim, LLC | 0.65% | Add +4.7% | 47,750 | $4.4M |
| Leading Edge Financial Planning LLC | 1.37% | Add +6.4% | 47,723 | $4.4M |
| Sicart Associates LLC | 1.51% | Add +18.4% | 47,682 | $4.4M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -27.3% | 47,526 | $4.4M |
| GAMMA Investing LLC | 0.32% | Add +6.0% | 47,112 | $4.3M |
| Stephens Inc. | 0.06% | Add +2.0% | 46,740 | $4.3M |
| Focus Financial Network, Inc. | 0.17% | Add +0.2% | 46,669 | $4.3M |
| AlphaCore Capital LLC | 0.36% | New | 46,515 | $4.3M |
| Retireful, LLC | 4.03% | Reduce -25.2% | 46,468 | $4.3M |
| Patten Group, Inc. | 0.98% | Add +1.7% | 46,427 | $4.3M |
| Accurate Wealth Management, LLC | 0.81% | Reduce -63.5% | 46,100 | $4.2M |
| Sovereign Investment Advisors, LLC | 1.47% | Reduce -4.1% | 45,941 | $4.2M |
| BTC Capital Management, Inc. | 0.39% | New | 45,896 | $4.2M |
| Vontobel Holding Ltd. | 0.02% | Add +10.7% | 45,571 | $4.2M |
| Maltin Wealth Management, Inc. | 1.96% | Add +222.4% | 45,562 | $4.2M |
| Certior Financial Group, LLC | 3.42% | Reduce -24.7% | 45,130 | $4.1M |
| Choate Investment Advisors | 0.10% | Reduce -30.7% | 45,010 | $4.1M |
| Wealthspire Advisors, LLC | 0.02% | No change | 44,881 | $4.1M |
| Freestate Advisors LLC | 4.02% | Reduce -22.4% | 44,139 | $4.0M |
| Krilogy Financial LLC | 0.26% | Reduce -22.2% | 44,120 | $4.0M |
| Upper Left Wealth Management, LLC | 2.90% | Add +25.1% | 44,100 | $4.0M |
| SP Asset Management LLC | 0.35% | Add +2.1% | 43,804 | $4.0M |
| Oliver Luxxe Assets LLC | 0.74% | Add +105.8% | 43,693 | $4.0M |
| Moment Partners, LLC | 0.78% | Reduce -0.7% | 42,893 | $3.9M |
| Climber Capital SA | 3.07% | Add +11.0% | 76,625 | $3.9M |
| IFP Advisors, Inc | 0.12% | Reduce -27.1% | 42,206 | $3.9M |
| Total Investment Management Inc. | 0.50% | Add +49.4% | 42,036 | $3.9M |
| Clarity Financial LLC | 0.44% | Reduce -39.8% | 42,024 | $3.9M |
| Penserra Capital Management LLC | 0.07% | New | 41,690 | $3.8M |
| Heritage Oak Wealth Advisors LLC | 1.68% | Reduce -77.2% | 41,532 | $3.8M |
| Tennessee Valley Asset Management Partners | 0.62% | Add +2.4% | 41,528 | $3.8M |
| Blueprint Financial Advisors LLC | 2.04% | — | 41,082 | $3.8M |
| Foguth Wealth Management, LLC. | 0.91% | New | 41,078 | $3.8M |
| Wedbush Securities Inc. | 0.14% | Add +0.5% | 40,842 | $3.7M |
| Apollon Wealth Management, LLC | 0.08% | Add +11.1% | 40,364 | $3.7M |
| Coyle Financial Counsel LLC | 1.11% | Add +129.0% | 39,798 | $3.7M |
| Beacon Wealthcare LLC | 1.47% | Add +68.1% | 39,529 | $3.6M |
| Savior LLC | 21.69% | Reduce -2.9% | 39,352 | $3.6M |
| RDA Financial Network | 1.07% | Reduce -14.2% | 39,305 | $3.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.47% | Reduce -13.4% | 38,917 | $3.6M |
| Pine Valley Investments Ltd Liability Co | 0.23% | Reduce -3.9% | 38,839 | $3.6M |
| Smith, Moore & Co. | 0.32% | Reduce -12.4% | 38,214 | $3.5M |
| Parkwood LLC | 0.34% | Reduce -67.3% | 37,752 | $3.5M |
| KG Capital Management | 1.12% | Reduce -4.0% | 37,526 | $3.4M |
| Revisor Wealth Management LLC | 1.53% | Add +26.6% | 37,416 | $3.4M |
| DBK Financial Counsel, LLC | 3.44% | Reduce -74.1% | 37,405 | $3.4M |
| Western Wealth Management, LLC | 0.23% | Add +34.8% | 37,257 | $3.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -9.1% | 37,224 | $3.4M |
| Certuity, LLC | 0.36% | Add +68.3% | 37,016 | $3.4M |
| Boston Standard Wealth Management, LLC | 0.74% | Add +27.2% | 36,834 | $3.4M |
| Cornerstone Investment Partners, LLC | 0.16% | Reduce -81.2% | 36,588 | $3.4M |
| Family Manage LLC | 0.55% | Reduce -3.4% | 36,112 | $3.3M |
| Vickerman Investment Advisors, Inc. | 0.75% | Reduce -28.5% | 36,058 | $3.3M |
| Stephens Consulting, LLC | 0.83% | Add +4.0% | 36,027 | $3.3M |
| Bingham Private Wealth, LLC | 3.38% | Reduce -1.2% | 35,603 | $3.3M |
| Private Trust Co. NA | 0.33% | Add +2.7% | 35,368 | $3.2M |
| Aspire Private Capital, LLC | 0.81% | Reduce -46.4% | 35,359 | $3.2M |
| AlphaQ Advisors LLC | 7.73% | Add +56.6% | 35,144 | $3.2M |
| Principal Securities, Inc. | 0.07% | No change | 35,235 | $3.2M |
| Spire Wealth Management | 0.10% | Add +8.3% | 35,066 | $3.2M |
| MBA Advisors LLC | 1.59% | Add +10.1% | 35,065 | $3.2M |
| MN Wealth Advisors, LLC | 1.88% | Reduce -47.5% | 34,900 | $3.2M |
| Strategent Financial, LLC | 2.89% | Add +10.6% | 34,772 | $3.2M |
| Compound Planning, Inc. | 0.15% | Add +9.8% | 34,684 | $3.2M |
| PVG Asset Management Corp. | 13.82% | Add +478.7% | 34,618 | $3.2M |
| Beacon Bank & Trust | 0.77% | Add +1.3% | 34,549 | $3.2M |
| TD Private Client Wealth LLC | 0.09% | Reduce -7.8% | 34,122 | $3.1M |
| Sharkey, Howes & Javer | 0.45% | Add +94.7% | 34,008 | $3.1M |
| GatePass Capital, LLC | 2.34% | Add +6.9% | 33,690 | $3.1M |
| Innova Wealth Partners | 1.91% | Add +48.9% | 33,614 | $3.1M |
| GK Wealth Management LLC | 3.83% | Add +43.3% | 33,429 | $3.1M |
| Lido Advisors, LLC | 0.02% | Reduce -11.7% | 33,365 | $3.1M |
| Bailard, Inc. | 0.08% | Add +103.1% | 33,289 | $3.1M |
| Tillman Hartley LLC | 0.88% | Add +8.1% | 32,926 | $3.0M |
| Encompass More Asset Management | 0.90% | Add +88.7% | 32,874 | $3.0M |
| Harbour Investments, Inc. | 0.09% | Add +49.2% | 32,786 | $3.0M |
| Diversify Wealth Management, LLC | 0.22% | Add +11.1% | 32,508 | $3.0M |
| Channel Wealth LLC | 0.92% | Add +10.8% | 32,273 | $3.0M |
| LVW Advisors, LLC | 0.36% | Add +162.5% | 32,255 | $3.0M |
| Austin Private Wealth, LLC | 0.26% | Add +70.1% | 32,155 | $2.9M |
| PSI Advisors, LLC | 0.95% | Reduce -1.4% | 31,983 | $2.9M |
| Ramiah Investment Group | 2.79% | Reduce -1.5% | 31,739 | $2.9M |
| Curi Capital, LLC | 0.07% | Reduce -11.6% | 31,426 | $2.9M |
| Blume Capital Management, Inc. | 0.65% | Reduce -13.4% | 31,371 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Add +4.7% | 31,278 | $2.9M |
| Tranquilli Financial Advisor LLC | 1.80% | Add +33.3% | 30,988 | $2.8M |
| Merit Financial Group, LLC | 0.04% | Add +52.4% | 30,952 | $2.8M |
| Aviance Capital Partners, LLC | 0.40% | Reduce -21.5% | 30,912 | $2.8M |
| Cary Street Partners Financial LLC | 0.09% | Add +40.4% | 30,821 | $2.8M |
| Calton & Associates, Inc. | 0.64% | Add +450.6% | 30,603 | $2.8M |
| Wallace Advisory Group, LLC | 1.92% | Add +197.6% | 30,408 | $2.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.08% | Reduce -3.6% | 30,300 | $2.8M |
| WealthTrak Capital Management LLC | 2.39% | Reduce -26.8% | 30,189 | $2.8M |
| Phil A. Younker & Associates, Ltd. | 2.72% | Reduce -26.6% | 30,135 | $2.8M |
| Pekin Hardy Strauss, Inc. | 0.34% | Add +304.9% | 30,121 | $2.8M |
| Kopion Asset Management, LLC | 2.14% | Reduce -14.6% | 29,978 | $2.7M |
| Quadcap Wealth Management, LLC | 0.40% | Add +35.8% | 29,938 | $2.7M |
| IMA Advisory Services, Inc. | 0.33% | Reduce -64.7% | 29,904 | $2.7M |
| Lokken Investment Group LLC | 1.16% | Add +13.2% | 29,895 | $2.7M |
| B.O.S.S. Retirement Advisors, LLC | 0.79% | Add +8.4% | 29,866 | $2.7M |
| Headinvest, LLC | 0.53% | Add +11.7% | 29,786 | $2.7M |
| Five Pine Wealth Management | 2.21% | Add +34.5% | 29,618 | $2.7M |
| Continuum Advisory, LLC | 0.35% | Add +0.2% | 29,377 | $2.7M |
| International Assets Investment Management, LLC | 0.24% | Reduce -1.6% | 29,276 | $2.7M |
| Copperwynd Financial, LLC | 0.74% | New | 29,255 | $2.7M |
| Prairie Sky Financial Group LLC | 1.59% | Reduce 0.0% | 29,238 | $2.7M |
| Lunt Capital Management, Inc. | 0.97% | Reduce -26.5% | 29,198 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.24% | Add +13.4% | 29,158 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.09% | New | 29,128 | $2.7M |
| HFG Advisors, Inc. | 2.28% | Add +47.3% | 29,117 | $2.7M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -1.7% | 29,080 | $2.7M |
| Waterloo Capital, L.P. | 0.24% | Reduce -49.4% | 28,570 | $2.6M |
| Sowell Financial Services LLC | 0.12% | Reduce -34.0% | 28,042 | $2.6M |
| Paulson Wealth Management Inc. | 0.72% | Reduce -16.8% | 27,972 | $2.6M |
| Ethos Financial Group, LLC | 0.25% | No change | 28,056 | $2.6M |
| Tevis Investment Management | 1.90% | No change | 27,994 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.47% | Add +11.3% | 27,868 | $2.6M |
| Cascade Financial Partners, LLC | 0.32% | New | 27,728 | $2.5M |
| Vigilare Wealth Management | 1.02% | Reduce -78.3% | 27,716 | $2.5M |
| Shore Point Advisors, LLC | 1.35% | Add +1.0% | 27,715 | $2.5M |
| Landmark Wealth Management, Inc. | 1.21% | Reduce -42.3% | 27,553 | $2.5M |
| Northern Trust Corp. | 0.00% | New | 27,482 | $2.5M |
| Brown, Lisle/Cummings, Inc. | 0.73% | New | 27,423 | $2.5M |
| Nova R Wealth, Inc. | 1.24% | Reduce -0.1% | 27,336 | $2.5M |
| J. W. Coons Advisors, LLC | 0.65% | Add +5.8% | 26,968 | $2.5M |
| Elm Partners Management LLC | 0.16% | Reduce -3.3% | 26,882 | $2.5M |
| Oxinas Partners, LLC | 1.45% | Add +565.5% | 26,852 | $2.5M |
| Reyes Financial Architecture, Inc. | 1.81% | Add +27.7% | 26,844 | $2.5M |
| Financial & Tax Architects, LLC | 0.62% | Reduce -93.7% | 26,728 | $2.5M |
| Rialto Wealth Management, LLC | 0.77% | Reduce -53.5% | 26,697 | $2.4M |
| Eastern Bank | 0.05% | Reduce -2.6% | 26,478 | $2.4M |
| LongView Asset Management LLC | 2.07% | Add +0.6% | 26,355 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -1.3% | 26,008 | $2.4M |
| Ami Asset Management Corp. | 0.14% | Reduce -55.2% | 25,977 | $2.4M |
| Richard W. Paul & Associates, LLC | 0.93% | Reduce -12.2% | 25,833 | $2.4M |
| Empower Advisory Group, LLC | 0.01% | Add +21.8% | 25,829 | $2.4M |
| Swmg, LLC | 0.94% | New | 25,726 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Reduce -2.9% | 25,634 | $2.4M |
| Graypoint LLC | 0.15% | Add +0.6% | 25,564 | $2.3M |
| Discipline Wealth Solutions, LLC | 1.11% | Add +5.8% | 25,383 | $2.3M |
| Falcon Wealth Planning | 0.26% | Reduce -12.4% | 25,287 | $2.3M |
| StoneX Group Inc. | 0.13% | Add +129.7% | 25,270 | $2.3M |
| JT Stratford LLC | 0.41% | Add +66.7% | 24,824 | $2.3M |
| 1834 Investment Advisors Co. | 0.29% | Reduce -5.6% | 24,801 | $2.3M |
| Biltmore Wealth Management, LLC | 0.96% | Reduce -3.9% | 24,779 | $2.3M |
| Pecaut & Co. | 0.77% | Reduce -15.3% | 24,647 | $2.3M |
| Brookwood Investment Group LLC | 0.39% | — | 24,459 | $2.2M |
| Ascent Wealth Partners, LLC | 0.30% | Add +63.0% | 24,330 | $2.2M |
| Clearstead Advisors, LLC | 0.03% | Reduce -89.8% | 24,205 | $2.2M |
| Rovin Capital /Ut/ | 0.71% | Reduce -75.8% | 24,040 | $2.2M |
| Stiles Financial Services Inc | 0.85% | Reduce -60.1% | 24,024 | $2.2M |
| Naviter Wealth, LLC | 0.27% | Reduce -49.1% | 23,956 | $2.2M |
| Matrix Trust Co | 0.37% | Add +331.7% | 23,601 | $2.2M |
| Independent Wealth Network Inc. | 0.86% | Reduce -37.6% | 23,512 | $2.2M |
| Pinnacle Associates Ltd. | 0.03% | Add +33.8% | 23,394 | $2.1M |
| Capital Analysts, LLC | 0.08% | Add +188.5% | 23,245 | $2.1M |
| Steel Grove Capital Advisors, LLC | 0.32% | Add +0.7% | 23,217 | $2.1M |
| Portland Investment Counsel Inc. | 0.65% | Add +15.8% | 23,214 | $2.1M |
| Arkfeld Wealth Strategies, L.L.C. | 0.92% | Reduce -4.5% | 23,113 | $2.1M |
| Marathon Capital Management | 0.56% | Add +206.9% | 22,800 | $2.1M |
| World Investment Advisors | 0.05% | Add +164.5% | 22,792 | $2.1M |
| Collier Financial | 1.78% | Add +24.3% | 22,789 | $2.1M |
| Global Assets Advisory, LLC | 0.39% | Add +128.1% | 22,812 | $2.1M |
| Creekmur Asset Management LLC | 0.44% | Reduce -70.6% | 22,718 | $2.1M |
| Blair William & Co. | 0.01% | Add +205.1% | 22,595 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.3% | 22,401 | $2.1M |
| Cullen Capital Management, LLC | 0.02% | New | 22,359 | $2.1M |
| Victory Financial Group, LLC | 0.39% | Add +35.5% | 22,363 | $2.0M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -11.8% | 21,935 | $2.0M |
| Spectrum Planning & Advisory Services Inc. | 1.63% | Add +254.7% | 21,379 | $2.0M |
| FLC Capital Advisors | 0.43% | Add +5.8% | 20,944 | $1.9M |
| Rebalance, LLC | 0.14% | Add +0.5% | 20,725 | $1.9M |
| Good Life Advisors, LLC | 0.13% | Reduce -6.2% | 20,710 | $1.9M |
| Level Four Advisory Services, LLC | 0.08% | Add +2.5% | 20,700 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +5.6% | 20,481 | $1.9M |
| New Century Financial Group, LLC | 2.17% | Add +6.9% | 20,447 | $1.9M |
| Red Door Wealth Management, LLC | 0.27% | Add +227.0% | 20,187 | $1.9M |
| Regal Investment Advisors LLC | 0.15% | Add +420.7% | 20,114 | $1.8M |
| Meitav Investment House Ltd. | 0.03% | Reduce -33.6% | 20,068 | $1.8M |
| Acas, LLC | 1.39% | Reduce -3.3% | 19,939 | $1.8M |
| Salvus Wealth Management, LLC | 1.14% | Add +57.1% | 19,754 | $1.8M |
| Concord Wealth Partners | 0.30% | Reduce -45.0% | 19,652 | $1.8M |
| Prosperity Consulting Group, LLC | 0.14% | Reduce -23.7% | 19,420 | $1.8M |
| Prelude Capital Management, LLC | 0.18% | Reduce -44.4% | 19,313 | $1.8M |
| Goldstream Capital Management Ltd | 1.19% | Reduce -44.4% | 19,304 | $1.8M |
| Concord Asset Management, LLC | 0.39% | Reduce -42.2% | 19,114 | $1.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.28% | New | 19,074 | $1.7M |
| TLWM | 0.35% | Add +21.4% | 19,065 | $1.7M |
| Eagle Global Advisors LLC | 0.07% | Reduce -27.0% | 18,925 | $1.7M |
| Three Cord True Wealth Management, LLC | 1.49% | Add +15.0% | 18,880 | $1.7M |
| Rossby Financial, LCC | 0.74% | New | 18,778 | $1.7M |
| Intellectus Partners, LLC | 0.42% | New | 18,531 | $1.7M |
| Richmond Investment Services, LLC | 0.92% | Reduce -13.4% | 18,516 | $1.7M |
| Souders Financial Advisors | 0.23% | Add +3.3% | 18,141 | $1.7M |
| Hengehold Capital Management LLC | 0.16% | Reduce -3.2% | 18,045 | $1.7M |
| Humankind Investments LLC | 0.43% | Reduce -56.1% | 18,000 | $1.7M |
| Raleigh Capital Management Inc. | 0.75% | Reduce -62.9% | 17,941 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.95% | Add +2.1% | 17,936 | $1.6M |
| Serenus Wealth Advisors, LLC | 0.26% | Add +0.3% | 17,400 | $1.6M |
| Intrua Financial, LLC | 0.25% | Reduce -0.6% | 17,372 | $1.6M |
| Seed Wealth Management, Inc. | 1.28% | Add +9.2% | 17,090 | $1.6M |
| Prescott Group Capital Management, L.L.C. | 0.23% | No change | 17,073 | $1.6M |
| Ascent Group, LLC | 0.07% | Reduce -24.6% | 16,992 | $1.6M |
| Values First Advisors, Inc. | 0.91% | Reduce -5.4% | 16,984 | $1.6M |
| Mattson Financial Services, LLC | 0.47% | Add +45.5% | 16,919 | $1.6M |
| 44 Wealth Management LLC | 0.58% | Reduce -21.9% | 16,855 | $1.5M |
| Entruity Wealth, LLC | 1.45% | Add +62.4% | 16,774 | $1.5M |
| Betterment LLC | 0.00% | Reduce -1.8% | 16,723 | $1.5M |
| Saxony Capital Management, LLC | 1.34% | New | 16,681 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.11% | New | 16,412 | $1.5M |
| Ridgeline Wealth, LLC | 1.28% | Reduce -61.9% | 16,412 | $1.5M |
| Crew Capital Management, Ltd | 1.23% | Add +11.0% | 16,392 | $1.5M |
| Engineers Gate Manager LP | 0.03% | Add +264.8% | 16,391 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +36.5% | 16,359 | $1.5M |
| Heritage Wealth Partners, LLC | 2.29% | Reduce -8.8% | 16,356 | $1.5M |
| Stratos Investment Management, LLC | 0.08% | Reduce -9.6% | 16,292 | $1.5M |
| Joel Adams & Associates, Inc. | 1.34% | Add +29.9% | 16,283 | $1.5M |
| Sheaff Brock Investment Advisors, LLC | 0.14% | Add +31.4% | 16,238 | $1.5M |
| AdvisorNet Financial, Inc | 0.11% | Add +1.3% | 16,176 | $1.5M |
| Ameliora Wealth Management Ltd. | 0.56% | No change | 16,163 | $1.5M |
| BayBridge Capital Group, LLC | 1.07% | Add +88.2% | 16,163 | $1.5M |
| SpringVest Wealth Management LLC | 1.22% | New | 15,985 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.35% | Add +1.1% | 15,980 | $1.5M |
| IronBridge Private Wealth, LLC | 0.57% | No change | 15,903 | $1.5M |
| Vertex Planning Partners, LLC | 0.32% | Reduce -15.3% | 15,867 | $1.5M |
| Faithward Advisors, LLC | 0.25% | New | 15,767 | $1.4M |
| Golden Reserve Retirement LLC | 0.57% | — | 15,730 | $1.4M |
| Peak Asset Management, LLC | 0.27% | Reduce -23.0% | 15,720 | $1.4M |
| First Citizens Financial Corp | 0.80% | Add +126.4% | 15,471 | $1.4M |
| J. Safra Sarasin Holding AG | 0.02% | Reduce -50.0% | 15,000 | $1.4M |
| SkyOak Wealth, LLC | 0.30% | Reduce -34.0% | 14,930 | $1.4M |
| Howard Financial Services, LTD. | 0.19% | Reduce -22.8% | 14,911 | $1.4M |
| ORG Partners LLC | 0.35% | Reduce -8.3% | 14,883 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Reduce -5.6% | 14,771 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.33% | Add +260.2% | 14,687 | $1.3M |
| Adams Wealth Management | 0.26% | Reduce -0.3% | 14,647 | $1.3M |
| CacheTech Inc. | 0.26% | Reduce -0.3% | 17,072 | $1.3M |
| Financial Gravity Asset Management, Inc. | 0.29% | — | 14,633 | $1.3M |
| LPWM LLC | 0.43% | Reduce -31.1% | 14,610 | $1.3M |
| Rockport Wealth LLC | 0.46% | Add +277.7% | 14,284 | $1.3M |
| Lord & Richards Wealth Management, LLC | 1.48% | Add +13.3% | 14,278 | $1.3M |
| Pinkerton Wealth, LLC | 0.17% | New | 14,271 | $1.3M |
| TFR Capital, LLC. | 0.54% | Reduce -1.2% | 14,249 | $1.3M |
| Little House Capital LLC | 0.36% | New | 14,153 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.28% | Add +90.1% | 14,112 | $1.3M |
| Gibbs Wealth Management | 0.31% | Reduce -2.4% | 14,108 | $1.3M |
| Petra Financial Advisors Inc. | 1.06% | Reduce -54.3% | 14,071 | $1.3M |
| Financial Management Professionals, Inc. | 0.16% | Reduce -93.6% | 14,062 | $1.3M |
| Ceera Investments, LLC | 0.44% | Reduce -81.3% | 14,043 | $1.3M |
| Marion Wealth Management | 0.34% | Add +23.3% | 13,915 | $1.3M |
| Barnes Wealth Management Group, Inc | 0.81% | Add +1.3% | 13,842 | $1.3M |
| Capital CS Group, LLC | 2.16% | Add +0.4% | 13,842 | $1.3M |
| TRUE Private Wealth Advisors | 0.15% | Add +168.9% | 13,827 | $1.3M |
| McElhenny Sheffield Capital Management, LLC | 0.47% | Reduce -96.9% | 13,744 | $1.3M |
| Axecap Investments, LLC | 1.07% | Add +0.7% | 13,702 | $1.3M |
| Essex Financial Services, Inc. | 0.09% | Add +18.0% | 13,556 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.10% | Reduce -0.8% | 13,528 | $1.2M |
| Summit X, LLC | 0.26% | Add +49.5% | 13,300 | $1.2M |
| Arlington Trust Co LLC | 0.26% | Add +8.2% | 13,219 | $1.2M |
| Tidemark, LLC | 0.44% | Reduce -8.4% | 13,125 | $1.2M |
| FMR LLC | 0.00% | Reduce -7.1% | 12,946 | $1.2M |
| Savvy Advisors, Inc. | 0.12% | Add +197.6% | 12,938 | $1.2M |
| Wolverine Trading, LLC | 0.04% | New | 12,528 | $1.1M |
| Wellington Shields Capital Management, LLC | 0.21% | Add +28.9% | 12,500 | $1.1M |
| Unique Wealth, LLC | 0.22% | Add +234.1% | 12,443 | $1.1M |
| Welch Group, LLC | 0.05% | Add +4.2% | 12,394 | $1.1M |
| International Private Wealth Advisors LLC | 1.08% | Reduce -9.8% | 12,235 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.10% | Reduce -46.6% | 12,086 | $1.1M |
| Norden Group LLC | 0.13% | Reduce -14.0% | 12,080 | $1.1M |
| Permanens Capital L.P. | 0.20% | Add +90.0% | 12,021 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.22% | Add +16.5% | 11,970 | $1.1M |
| Michael A. Dubis Financial Planning, LLC | 1.06% | Reduce -7.6% | 11,944 | $1.1M |
| St Germain D J Co. Inc. | 0.05% | Reduce -17.9% | 11,940 | $1.1M |
| Milestone Asset Management, LLC | 0.23% | Reduce -93.6% | 11,932 | $1.1M |
| CW Advisors, LLC | 0.01% | New | 11,926 | $1.1M |
| Traphagen Investment Advisors LLC | 0.11% | Reduce -11.5% | 11,921 | $1.1M |
| Addison Capital Co | 0.43% | Reduce -13.0% | 11,910 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -1.0% | 11,890 | $1.1M |
| Providence First Trust Co | 0.44% | Reduce -2.5% | 11,790 | $1.1M |
| Transcendent Capital Group LLC | 0.60% | Add +25.0% | 11,704 | $1.1M |
| MFG Wealth Management, Inc. | 1.02% | Reduce -2.6% | 11,686 | $1.1M |
| Avior Wealth Management, LLC | 0.04% | Reduce -19.1% | 11,686 | $1.1M |
| Global View Capital Management LLC | 0.39% | Add +31.9% | 11,618 | $1.1M |
| Smithfield Trust Co | 0.05% | No change | 11,557 | $1.1M |
| Castleview Partners, LLC | 0.71% | Add +21.9% | 11,512 | $1.1M |
| Aveo Capital Partners, LLC | 0.17% | Reduce -36.3% | 11,479 | $1.1M |
| Innealta Capital, LLC | 0.57% | New | 11,433 | $1.0M |
| Rockland Trust Co. | 0.05% | No change | 11,409 | $1.0M |
| Eagle Strategies LLC | 0.18% | Add +10.5% | 11,399 | $1.0M |
| Councilor Wealth, LLC | 0.52% | Add +34.0% | 11,367 | $1.0M |
| Creative Financial Designs Inc. | 0.08% | Reduce -8.9% | 11,188 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -79.5% | 11,164 | $1.0M |
| Financial Network Wealth Advisors LLC | 1.34% | Add +187.9% | 11,128 | $1.0M |
| Tairen Capital Ltd | 0.07% | New | 11,100 | $1.0M |
| Visionary Wealth Advisors | 0.06% | Reduce -9.2% | 11,018 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +77.7% | 10,977 | $1.0M |
| Barnes Pettey Financial Advisors, LLC | 0.78% | Add +27.4% | 10,917 | $1.0M |
| Arlington Partners LLC | 0.39% | No change | 10,904 | $1.0M |
| Fortress Private Ledger, LLC | 0.56% | Add +46.6% | 10,902 | $1.0M |
| Berkshire Asset Management LLC | 0.05% | Reduce -11.4% | 10,900 | $997K |
| West Michigan Advisors, LLC | 0.33% | Add +27.6% | 10,728 | $984K |
| Susquehanna International Group, LLP | 0.00% | New | 10,713 | $983K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -1.2% | 10,605 | $973K |
| Napatree Capital LLC | 0.55% | Add +23.9% | 10,598 | $972K |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 10,428 | $957K |
| Magnolia Private Wealth, LLC | 0.81% | Add +14.3% | 10,396 | $954K |
| Pure Financial Advisors, LLC | 0.02% | Add +15.9% | 10,337 | $948K |
| Wealthcare Capital Partners, LLC | 0.49% | Reduce -1.6% | 10,319 | $947K |
| Capital Planning LLC | 0.26% | Reduce -0.1% | 10,098 | $926K |
| Alpha Wealth Funds, LLC | 1.00% | New | 10,000 | $917K |
| CMC Financial Group | 2.04% | Reduce -81.0% | 9,848 | $903K |
| National Wealth Management Group, LLC | 0.59% | Reduce -76.7% | 9,810 | $900K |
| Waycross Investment Management Co | 1.01% | Reduce -4.3% | 9,806 | $900K |
| Andina Capital Management, LLC | 0.64% | Add +172.0% | 9,729 | $892K |
| United Advisor Group, LLC | 0.18% | Add +191.2% | 9,630 | $883K |
| Copley Financial Group, Inc. | 0.67% | Add +15.9% | 9,555 | $876K |
| Pennsylvania Capital Management Inc. | 0.32% | Add +59.5% | 9,519 | $873K |
| Colton Groome Financial Advisors, LLC | 0.34% | New | 9,512 | $872K |
| Thompson Davis & Co., Inc. | 0.68% | Add +84.0% | 9,450 | $867K |
| Journey Strategic Wealth LLC | 0.03% | Add +5.2% | 9,406 | $863K |
| PFG Advisors | 0.05% | Reduce -4.7% | 9,312 | $854K |
| GWN Securities Inc. | 0.05% | New | 9,304 | $853K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +28.9% | 9,231 | $847K |
| RFG Holdings, Inc. | 0.27% | New | 9,203 | $844K |
| Petredis Investment Advisors LLC | 0.09% | New | 9,181 | $842K |
| Cornerstone Advisors Asset Management, LLC | 0.17% | Reduce -21.7% | 9,144 | $839K |
| Sound Financial Strategies Group, LLC | 0.74% | Reduce -0.2% | 9,090 | $834K |
| Rothschild Wealth LLC | 0.23% | Add +0.0% | 9,062 | $831K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.8% | 9,049 | $830K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -33.8% | 9,000 | $826K |
| Brown Financial Advisors | 0.34% | Add +26.3% | 9,000 | $826K |
| Lincoln Capital Corp. | 0.34% | Reduce -5.8% | 8,958 | $822K |
| Octavia Wealth Advisors, LLC | 0.10% | Add +225.4% | 8,907 | $817K |
| Kings Path Partners LLC | 0.40% | New | 8,849 | $812K |
| Donaldson Capital Management, LLC | 0.03% | Add +6.6% | 8,846 | $811K |
| Wooster Corthell Wealth Management, Inc. | 0.17% | Add +61.0% | 8,816 | $809K |
| Sharp Wealth Advisory, LLC | 0.62% | Add +9.4% | 8,813 | $808K |
| Fortune Financial Advisors, LLC | 0.70% | Reduce -5.5% | 8,797 | $807K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +3.0% | 8,758 | $803K |
| Point Windward Advisors Inc. | 0.32% | Reduce -37.7% | 8,708 | $799K |
| Guardian Partners Inc. | 0.08% | Add +14.6% | 8,694 | $797K |
| Miller Investment Management, LP | 0.09% | No change | 8,679 | $796K |
| Realta Investment Advisors | 0.36% | Add +3.1% | 8,634 | $792K |
| Magnus Financial Group LLC | 0.07% | New | 8,378 | $769K |
| ZEGA Investments, LLC | 0.23% | Reduce -62.6% | 8,350 | $766K |
| Florida Financial Advisors, LLC | 0.30% | Add +26.0% | 8,234 | $755K |
| Sax Wealth Advisors, LLC | 0.05% | New | 8,168 | $749K |
| Pointe Capital Management LLC | 0.44% | Add +4.4% | 8,149 | $748K |
| Westbourne Investments, Inc. | 0.45% | New | 8,115 | $744K |
| Nvwm, LLC | 0.19% | Reduce -4.6% | 7,986 | $733K |
| Fourth Dimension Wealth, LLC | 0.35% | Add +53.1% | 7,952 | $729K |
| Strait & Sound Wealth Management LLC | 0.34% | Reduce -20.6% | 7,918 | $726K |
| Medallion Wealth Advisors, LLC | 0.33% | Add +36.6% | 7,921 | $724K |
| Waverly Advisors, LLC | 0.01% | Add +3.0% | 7,878 | $723K |
| Stonekeep Investments, LLC | 0.53% | Reduce -51.8% | 7,866 | $722K |
| Cannell & Spears LLC | 0.02% | New | 7,816 | $717K |
| CX Institutional | 0.03% | Reduce -47.8% | 7,809 | $716K |
| Roehl & Yi Investment Advisors, LLC | 0.38% | New | 7,726 | $709K |
| Nwam LLC | 0.06% | Reduce -5.1% | 7,638 | $701K |
| Carr Financial Group Corp | 0.23% | Reduce -11.0% | 7,619 | $699K |
| Flagstar Securities, Inc. | 0.18% | Reduce -9.9% | 7,561 | $694K |
| Motiv8 Investments LLC | 0.46% | New | 7,552 | $693K |
| Alhambra Investment Management LLC | 0.36% | Reduce -74.0% | 7,546 | $692K |
| OneAscent Financial Services LLC | 0.04% | Reduce -31.2% | 7,526 | $691K |
| Potentia Wealth | 0.32% | Reduce -12.5% | 7,454 | $684K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 7,310 | $671K |
| Capital Advisors Wealth Management, LLC | 0.12% | Add +4.4% | 7,307 | $670K |
| Stokes Family Office, LLC | 0.08% | Reduce -85.7% | 7,305 | $670K |
| Westfuller Advisors, LLC | 0.44% | Add +25.6% | 7,251 | $665K |
| US Bancorp \de | 0.00% | Add +32.1% | 7,132 | $654K |
| M&T Bank Corp | 0.00% | Add +75.0% | 7,075 | $649K |
| RMR Capital Management, LLC | 0.47% | Add +0.5% | 7,049 | $647K |
| Triumph Capital Management | 0.22% | Reduce -10.7% | 7,043 | $646K |
| Novus Advisors, LLC | 0.65% | Reduce -45.8% | 6,987 | $641K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 6,985 | $641K |
| Carnegie Investment Counsel | 0.02% | New | 6,983 | $641K |
| WealthPlan Investment Management, LLC | 0.06% | New | 6,946 | $637K |
| Stonebrook Private Inc. | 0.16% | New | 6,875 | $631K |
| Marcum Wealth, LLC | 0.05% | Reduce -0.3% | 6,809 | $625K |
| Syntegra Private Wealth Group, LLC | 0.07% | Add +0.5% | 6,766 | $621K |
| Fulcrum Equity Management | 0.68% | New | 6,758 | $620K |
| MAI Capital Management | 0.00% | Reduce -9.3% | 6,714 | $616K |
| Constant Guidance Financial LLC | 0.77% | Reduce -13.9% | 13,435 | $615K |
| Empowered Funds, LLC | 0.01% | Reduce -56.4% | 6,681 | $611K |
| Generation Capital Management LLC | 0.55% | Reduce -0.1% | 6,659 | $611K |
| DORVAL Corp | 0.24% | Add +6.8% | 6,608 | $606K |
| NavPoint Financial, Inc. | 0.42% | Add +8.0% | 6,542 | $600K |
| Kickstand Ventures, Llc. | 0.15% | Reduce -22.9% | 6,538 | $600K |
| Coordinated Financial Services, Inc. | 0.47% | — | 6,533 | $599K |
| Karpus Management, Inc. | 0.02% | No change | 6,525 | $599K |
| American Institute for Advanced Investment Management, LLP | 0.46% | New | 6,522 | $598K |
| Royal Fund Management, LLC | 0.07% | Add +73.9% | 6,491 | $598K |
| VestGen Advisors, LLC | 0.03% | — | 6,482 | $595K |
| Mitchell Sinkler & Starr | 0.17% | Add +45.0% | 6,471 | $594K |
| Evolution Wealth Advisors, LLC | 0.10% | Add +159.4% | 6,470 | $593K |
| Intellus Advisors LLC | 0.10% | Add +166.5% | 6,459 | $592K |
| Rede Wealth, LLC | 0.21% | Reduce -2.0% | 6,421 | $589K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 6,346 | $582K |
| Culbertson A N & Co. Inc. | 0.09% | Add +139.3% | 6,330 | $581K |
| Dogwood Wealth Management LLC | 0.30% | Add +471.5% | 6,304 | $578K |
| McAdam, LLC | 0.04% | Add +69.7% | 6,294 | $577K |
| Fisher Asset Management | 0.00% | Add +112.5% | 6,288 | $577K |
| K.J. Harrison & Partners Inc | 0.11% | New | 6,282 | $576K |
| Redwood Park Advisors LLC | 0.48% | Reduce -9.0% | 6,232 | $572K |
| Leavell Investment Management, Inc. | 0.03% | Add +0.1% | 6,199 | $569K |
| Chicago Capital, LLC | 0.02% | New | 6,177 | $567K |
| Main Street Financial Solutions, LLC | 0.05% | Add +34.1% | 6,154 | $565K |
| Webster Bank, N. A. | 0.06% | Reduce -89.5% | 6,041 | $554K |
| Fig Financial Advisory Services Inc. | 0.39% | Reduce -3.2% | 5,983 | $549K |
| Sloy Dahl & Holst, LLC | 0.10% | No change | 5,965 | $547K |
| Wealthspire Retirement, LLC | 0.04% | Add +105.6% | 5,955 | $546K |
| LifeGoal Investments, LLC | 0.59% | Reduce -32.0% | 5,927 | $544K |
| Tower Wealth Partners, Inc. | 0.29% | Add +7.5% | 5,897 | $541K |
| Prosperity Wealth Management, Inc. | 0.25% | Reduce -0.8% | 5,844 | $536K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.7% | 5,822 | $534K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.9% | 5,803 | $532K |
| Rothschild Investment LLC | 0.04% | Add +23.6% | 5,780 | $530K |
| United Community Bank | 0.20% | Add +26.9% | 5,764 | $529K |
| Weaver Consulting Group | 0.16% | Reduce -3.6% | 5,733 | $526K |
| Greenwich Wealth Management LLC | 0.04% | Add +130.1% | 5,697 | $523K |
| Sepio Capital, LP | 0.04% | Add +0.7% | 5,671 | $520K |
| Hamilton Capital, LLC | 0.03% | No change | 5,661 | $519K |
| Ignite Planners, LLC | 0.10% | Add +20.3% | 5,679 | $519K |
| TCP Asset Management, LLC | 0.12% | Reduce -10.3% | 5,631 | $517K |
| Wealthcare Capital Management LLC | 0.05% | Reduce -11.5% | 5,599 | $514K |
| PYA Waltman Capital, LLC | 0.16% | Reduce -7.2% | 5,525 | $507K |
| LGL Partners, LLC | 0.24% | New | 5,500 | $505K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.2% | 5,480 | $503K |
| Schusterman Interests, LLC | 1.25% | No change | 5,460 | $501K |
| Strive Asset Management, LLC | 0.35% | Reduce -41.6% | 5,460 | $501K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -0.4% | 5,460 | $501K |
| Transatlantique Private Wealth LLC | 0.20% | No change | 5,443 | $499K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -13.8% | 5,442 | $499K |
| Ameraudi Asset Management, Inc. | 0.28% | Reduce -8.2% | 5,403 | $496K |
| D.A. Davidson & Co. | 0.00% | Reduce -90.6% | 5,369 | $493K |
| Keel Point, LLC | 0.04% | Reduce -56.8% | 5,355 | $491K |
| Bridgewealth Advisory Group, LLC | 0.64% | Reduce -98.6% | 5,310 | $487K |
| First Financial Bankshares Inc | 0.01% | Reduce -88.0% | 5,256 | $482K |
| Polen Capital Management LLC | 0.00% | New | 5,242 | $481K |
| Saxon Interests, Inc. | 0.22% | Reduce -28.4% | 5,231 | $480K |
| Kestra Investment Management, LLC | 0.01% | Add +17.1% | 5,221 | $479K |
| Procyon Advisors, LLC | 0.03% | Add +101.9% | 5,216 | $478K |
| Hummer Financial Advisory Services Inc | 0.39% | Reduce -8.8% | 5,200 | $477K |
| Briaud Financial Planning Inc | 0.19% | No change | 5,170 | $474K |
| EWG Elevate Inc. | 0.18% | New | 5,147 | $472K |
| Advyzon Investment Management, LLC | 0.17% | Add +6.2% | 5,136 | $471K |
| Kropog Financial Group, LLC | 0.45% | Add +17.0% | 5,132 | $471K |
| Stonebridge Financial Planning Group, LLC | 0.21% | Reduce -7.3% | 5,122 | $470K |
| Alpha Cubed Investments, LLC | 0.02% | New | 5,121 | $470K |
| Cramer Rosenthal McGlynn LLC | 0.03% | New | 5,095 | $467K |
| WESPAC Advisors, LLC | 0.38% | Reduce -2.1% | 5,083 | $466K |
| Argent Trust Co | 0.02% | Add +21.5% | 5,036 | $462K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -39.4% | 5,024 | $461K |
| Catalyst Capital Advisors LLC | 0.01% | Reduce -60.9% | 5,000 | $459K |
| Silverleafe Capital Partners, LLC | 0.16% | Reduce -97.0% | 4,986 | $457K |
| Farrow Financial, Inc. | 0.31% | Add +56.8% | 4,970 | $456K |
| Wambolt & Associates, LLC | 0.15% | New | 4,956 | $453K |
| Heritage Wealth Management, Inc. | 0.15% | New | 4,875 | $447K |
| Opal Wealth Advisors, LLC | 0.14% | Reduce -32.4% | 4,847 | $445K |
| Colonial River Investments, LLC | 0.24% | Reduce -30.9% | 4,837 | $444K |
| Formidable Asset Management, LLC | 0.07% | Reduce -8.7% | 4,836 | $444K |
| Summit Financial, LLC | 0.01% | New | 4,826 | $443K |
| HCR Wealth Advisors | 0.06% | Reduce -30.9% | 4,805 | $441K |
| Claro Advisors Inc. | 0.06% | New | 4,745 | $435K |
| Janney Capital Management LLC | 0.03% | No change | 4,681 | $429K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.0% | 4,666 | $428K |
| Columbia Advisory Partners LLC | 0.37% | New | 4,646 | $426K |
| Priebe Wealth Holdings LLC | 0.27% | Reduce -55.8% | 4,645 | $426K |
| Main Management LLC | 0.04% | Reduce -86.2% | 4,620 | $424K |
| Bravias Capital Group, LLC | 0.34% | Add +0.3% | 4,585 | $421K |
| OneAscent Investment Solutions LLC | 0.50% | — | 4,579 | $420K |
| Destiny Wealth Partners, LLC | 0.07% | Reduce -43.6% | 4,547 | $417K |
| Outlook Wealth Advisors, LLC | 0.12% | Reduce -39.4% | 4,526 | $415K |
| Richardson Financial Services Inc. | 0.32% | Reduce -49.1% | 4,521 | $415K |
| First Horizon Advisors, Inc. | 0.01% | Add +8.9% | 4,513 | $414K |
| Global Financial Private Client, LLC | 0.16% | Reduce -43.0% | 4,497 | $413K |
| Centennial Wealth Advisory LLC | 0.15% | Reduce -12.8% | 4,475 | $410K |
| Maple Capital Management, Inc. | 0.03% | New | 4,406 | $404K |
| CENTRAL TRUST Co | 0.01% | Add +300.3% | 4,371 | $401K |
| Iron Gate Global Advisors LLC | 0.06% | Reduce -16.1% | 4,371 | $401K |
| Deane Retirement Strategies, Inc. | 0.19% | Add +539.6% | 4,343 | $398K |
| Absolute Capital Management, LLC | 0.23% | Reduce -27.9% | 4,321 | $396K |
| SFG Wealth Management, LLC. | 0.19% | Add +0.5% | 4,318 | $396K |
| Lockerman Financial Group, Inc. | 0.59% | Add +86.9% | 4,284 | $393K |
| Concorde Asset Management, LLC | 0.21% | Add +20.5% | 4,286 | $392K |
| Regimen Wealth, LLC | 0.13% | Reduce -16.6% | 4,256 | $390K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 4,254 | $390K |
| Icon Wealth Advisors, LLC | 0.03% | Add +61.0% | 4,213 | $386K |
| Parallel Advisors, LLC | 0.01% | Reduce -16.2% | 4,202 | $385K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +35.9% | 4,197 | $385K |
| Opulen Financial Group LLC | 0.35% | New | 4,171 | $383K |
| Life Line Wealth Management LLC | 0.14% | Reduce -0.4% | 4,156 | $381K |
| Nemes Rush Group LLC | 0.05% | Add +8.3% | 4,153 | $381K |
| Eldridge Investment Advisors, Inc. | 0.09% | Reduce -19.0% | 4,146 | $379K |
| CIBC Private Wealth Group LLC | 0.00% | Add +28.3% | 4,130 | $378K |
| Paladin Wealth, LLC | 0.33% | Add +8.9% | 4,053 | $372K |
| Loudon Investment Management, LLC | 0.21% | Add +13.5% | 4,043 | $371K |
| MAS Advisors LLC | 0.57% | No change | 4,033 | $370K |
| Simplex Trading, LLC | 0.01% | Reduce -20.7% | 3,988 | $365K |
| Thrive Wealth Management, LLC | 0.07% | Add +9.2% | 3,964 | $364K |
| Cape Investment Advisory, Inc. | 0.14% | Add +5.9% | 3,912 | $359K |
| Summit Financial Strategies, Inc. | 0.04% | Add +1.3% | 3,874 | $355K |
| Premier Path Wealth Partners, LLC | 0.05% | Add +2.2% | 3,844 | $353K |
| Golden State Wealth Management, LLC | 0.05% | Add +151.1% | 3,840 | $352K |
| Wealth Advisory Solutions, LLC | 0.09% | Reduce -44.1% | 3,773 | $346K |
| Evergreen Capital Management LLC | 0.01% | Add +0.6% | 3,772 | $346K |
| Belvedere Trading LLC | 0.03% | Add +146.6% | 3,744 | $343K |
| Sather Financial Group Inc | 0.02% | New | 3,727 | $342K |
| Stonegate Investment Group, LLC | 0.01% | Reduce -21.0% | 3,707 | $340K |
| Valmark Advisers, Inc. | 0.01% | Add +19.6% | 3,694 | $339K |
| MMBG Investment Advisors Co. | 0.04% | Add +15.7% | 3,693 | $339K |
| EdgeRock Capital LLC | 0.24% | Add +1.8% | 3,677 | $337K |
| Lifeworks Advisors, LLC | 0.06% | Add +22.5% | 3,669 | $337K |
| Larson Financial Group LLC | 0.02% | Reduce -0.1% | 3,616 | $332K |
| Worth Financial Advisory Group, LLC | 0.21% | Reduce -35.9% | 3,600 | $330K |
| Maripau Wealth Management LLC | 0.19% | Reduce -16.0% | 3,590 | $329K |
| Stonebridge Capital Advisors LLC | 0.03% | No change | 3,574 | $328K |
| Financial Architects, LLC | 0.21% | Reduce -0.3% | 3,545 | $325K |
| Destination Wealth Management | 0.01% | Reduce -13.5% | 3,543 | $325K |
| Endowment Wealth Management, Inc. | 0.21% | Reduce -47.3% | 3,543 | $325K |
| Midwest Financial Network, LLC | 0.32% | Add +3.8% | 3,537 | $324K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 3,500 | $321K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +59.1% | 3,500 | $321K |
| Kovack Advisors, Inc. | 0.03% | Reduce -24.8% | 3,497 | $321K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +31.5% | 3,442 | $316K |
| Root Financial Partners, LLC | 0.03% | Add +52.7% | 3,438 | $315K |
| Empirical Asset Management, LLC | 0.11% | Reduce -99.0% | 3,438 | $315K |
| BlueChip Wealth Advisors LLC | 0.15% | No change | 3,433 | $315K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | Reduce -53.0% | 3,421 | $314K |
| BNP Paribas Financial Markets | 0.00% | Reduce -95.5% | 3,415 | $313K |
| White Lighthouse Investment Management Inc. | 0.06% | Reduce -15.6% | 3,395 | $311K |
| OneAscent Wealth Management LLC | 0.13% | Add +11.5% | 3,385 | $311K |
| Lowe Wealth Advisors, LLC | 0.13% | Add +27.5% | 3,381 | $310K |
| Total Clarity Wealth Management, Inc. | 0.10% | No change | 3,376 | $309K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 3,350 | $307K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.9% | 3,341 | $306K |
| NBT Bank, N.A. | 0.02% | Add +47.1% | 3,323 | $305K |
| Cookson Peirce & Co. Inc. | 0.02% | Reduce -25.7% | 3,275 | $300K |
| Kinloch Capital, LLC | 0.14% | No change | 3,274 | $300K |
| 4WEALTH Advisors, Inc. | 0.33% | Reduce -78.9% | 3,236 | $297K |
| M1 Capital Management LLC | 0.19% | Add +45.4% | 3,234 | $297K |
| Cypress Point Wealth Management, LLC | 0.09% | Add +0.7% | 3,224 | $296K |
| City Center Advisors, LLC | 0.34% | Add +3.8% | 3,212 | $295K |
| Latitude Advisors, LLC | 0.17% | Reduce -87.3% | 3,183 | $292K |
| Second Line Capital, LLC | 0.07% | Reduce -41.8% | 3,138 | $288K |
| Ironwood Investment Counsel, LLC | 0.05% | Reduce -31.9% | 3,125 | $287K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -56.8% | 3,112 | $285K |
| Berry Wealth Group, LP | 0.22% | New | 3,076 | $282K |
| Emerald Advisors, LLC | 0.04% | Reduce -12.0% | 3,075 | $282K |
| Novem Group | 0.04% | New | 3,064 | $281K |
| Argyle Capital Management, LLC | 0.10% | Reduce -5.3% | 3,046 | $279K |
| Decker Retirement Planning Inc. | 0.17% | No change | 3,020 | $277K |
| PCG Wealth Advisors, LLC | 0.10% | New | 3,010 | $276K |
| J Hagan Capital, Inc. | 0.22% | — | 3,015 | $276K |
| Greenspring Advisors, LLC | 0.07% | No change | 3,003 | $275K |
| Continental Investors Services, Inc. | 0.54% | Add +118.6% | 2,969 | $274K |
| Affiance Financial, LLC | 0.06% | Reduce -21.1% | 2,984 | $274K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -30.3% | 2,979 | $273K |
| Roman Butler Fullerton & Co. | 0.11% | New | 2,983 | $273K |
| Lynx Investment Advisory | 0.18% | Reduce -1.6% | 2,952 | $271K |
| Apexium Financial, LP | 0.02% | New | 2,936 | $269K |
| TriaGen Wealth Management LLC | 0.09% | Reduce -1.5% | 2,932 | $269K |
| Washington Trust Advisors, Inc. | 0.02% | New | 2,901 | $266K |
| Strategic Investment Solutions, Inc. | 0.08% | Reduce -29.4% | 2,879 | $264K |
| Fortitude Advisory Group L.L.C. | 0.19% | New | 2,878 | $264K |
| Valley Financial Group, Inc. | 0.17% | New | 2,804 | $257K |
| Breed's Hill Capital LLC | 0.14% | Add +0.3% | 2,750 | $252K |
| LWM Advisory Services, LLC | 0.17% | New | 2,731 | $251K |
| Paragon Private Wealth Management, LLC | 0.12% | New | 2,730 | $250K |
| All Terrain Financial Advisors, LLC | 0.10% | Add +0.0% | 2,718 | $249K |
| Secure Asset Management, LLC | 0.05% | Add +0.7% | 2,618 | $240K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +0.3% | 2,607 | $239K |
| Pioneer Wealth Management Group | 0.10% | — | 2,580 | $237K |
| Apeiron RIA LLC | 0.07% | Reduce -3.5% | 2,575 | $236K |
| Brentview Investment Management LLC | 0.12% | New | 2,500 | $229K |
| Able Wealth Management LLC | 0.14% | Reduce -12.9% | 2,497 | $229K |
| Tilia Fiduciary Partners, Inc. | 0.15% | Reduce -55.0% | 2,492 | $229K |
| Howe & Rusling Inc. | 0.02% | Reduce -15.7% | 2,479 | $227K |
| WealthBridge Capital Management, LLC | 0.06% | Add +0.3% | 2,469 | $226K |
| Phillips Wealth Planners LLC | 0.24% | Reduce -37.6% | 2,469 | $226K |
| Godsey & Gibb, Inc. | 0.02% | Reduce -48.1% | 2,449 | $225K |
| Integrated Capital Management, LLC | 0.12% | New | 2,442 | $224K |
| Berkeley Capital Partners, LLC | 0.06% | Add +6.6% | 2,430 | $223K |
| True Link Financial Advisors, LLC | 0.02% | New | 2,412 | $221K |
| United Asset Strategies, Inc. | 0.02% | New | 2,404 | $221K |
| Lloyd Advisory Services, LLC. | 0.11% | Add +1.1% | 2,404 | $220K |
| Elevate Capital Advisors, LLC | 0.20% | New | 2,400 | $220K |
| MADDEN SECURITIES Corp | 0.09% | New | 2,400 | $220K |
| Meredith Wealth Planning | 0.10% | New | 2,397 | $220K |
| HB Wealth Management, LLC | 0.00% | New | 2,391 | $219K |
| Lee Johnson Capital Management, LLC | 0.11% | New | 2,366 | $217K |
| Matauro, LLC | 0.04% | Reduce -54.0% | 2,350 | $216K |
| Ascentis Independent Advisors | 0.04% | Reduce -30.1% | 2,343 | $215K |
| Trust Co. of Vermont | 0.01% | New | 2,343 | $215K |
| Resolute Advisors LLC | 0.06% | New | 2,333 | $214K |
| Redwood Investment Management, LLC | 0.02% | New | 2,320 | $213K |
| Talisman Wealth Advisors LLC | 0.22% | Reduce -6.3% | 2,321 | $213K |
| Oldfather Financial Services, LLC | 0.08% | Add +3.2% | 2,305 | $211K |
| Auxano Advisors, LLC | 0.06% | Reduce -43.9% | 2,293 | $210K |
| Soundwatch Capital LLC | 0.10% | New | 2,286 | $210K |
| Verity Asset Management, Inc. | 0.08% | New | 2,259 | $207K |
| Platform Technology Partners | 0.06% | Reduce -0.4% | 2,245 | $206K |
| GEM Asset Management, LLC | 0.12% | New | 2,250 | $206K |
| Optima Capital LLC | 0.13% | Reduce -4.0% | 2,231 | $205K |
| Alteri Wealth LLC | 0.09% | New | 2,222 | $204K |
| Members Wealth LLC | 0.15% | Reduce -19.8% | 2,218 | $203K |
| AssuredPartners Investment Advisors, LLC | 0.04% | New | 2,217 | $203K |
| Valued Retirements, Inc. | 0.27% | No change | 2,200 | $202K |
| Fayez Sarofim & Co | 0.00% | No change | 2,200 | $202K |
| Lake Street Private Wealth, LLC | 0.03% | New | 2,197 | $202K |
| Cardiff Park Advisors, LLC | 0.02% | Add +3.2% | 2,189 | $201K |
| Cottage Street Advisors LLC | 0.10% | New | 2,185 | $200K |
| Darwin Wealth Management, LLC | 0.07% | No change | 2,143 | $196K |
| Bogart Wealth, LLC | 0.01% | Add +0.7% | 2,083 | $191K |
| Atticus Wealth Management, LLC | 0.06% | Add +1.8% | 2,048 | $188K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -15.3% | 1,861 | $171K |
| Ascentis Wealth Management, LLC | 0.05% | Add +198.6% | 1,854 | $170K |
| Harbor Capital Advisors, Inc. | 0.01% | New | 1,689 | $155K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,671 | $153K |
| Capital Investment Counsel, Inc | 0.02% | No change | 1,476 | $135K |
| Highline Wealth Partners LLC | 0.04% | Add +172.3% | 1,435 | $132K |
| Hollencrest Capital Management | 0.01% | Add +25.3% | 1,376 | $126K |
| Consultiva Wealth Management, Corp. | 0.41% | No change | 1,287 | $118K |
| Provident Wealth Management, LLC | 0.04% | Add +80.4% | 1,281 | $118K |
| Solstein Capital, LLC | 0.07% | New | 1,278 | $117K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.7% | 1,196 | $110K |
| Park Square Financial Group, LLC | 0.09% | Add +483.5% | 1,167 | $107K |
| MGB Wealth Management, LLC | 0.04% | No change | 1,100 | $101K |
| Clark Wealth Partners | 0.07% | Add +0.7% | 1,028 | $94K |
| Toronto Dominion Bank | 0.00% | Reduce -38.4% | 1,021 | $94K |
| Ogorek Anthony Joseph /NY/ | 0.03% | Reduce -15.3% | 966 | $88K |
| Hemington Wealth Management | 0.01% | No change | 967 | $88K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 933 | $85K |
| Costello Asset Management, INC | 0.03% | New | 837 | $77K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -99.6% | 826 | $76K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -2.7% | 803 | $74K |
| MV Capital Management, Inc. | 0.01% | New | 801 | $73K |
| Covestor Ltd | 0.05% | Reduce -1.1% | 778 | $71K |
| Lanark Financial, Inc. | 0.01% | — | 780 | $71K |
| Crewe Advisors LLC | 0.01% | Add +3.0% | 731 | $67K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +84.4% | 684 | $63K |
| Clean Yield Group | 0.02% | No change | 683 | $63K |
| Avion Wealth | 0.02% | No change | 677 | $61K |
| Copia Wealth Management | 0.06% | Reduce -36.2% | 651 | $60K |
| LFA - Lugano Financial Advisors SA | 0.04% | Reduce -53.6% | 650 | $60K |
| Bessemer Group Inc. | 0.00% | New | 645 | $59K |
| Blue Trust, Inc. | 0.00% | Reduce -68.8% | 613 | $56K |
| Westwind Capital | 0.01% | Reduce -0.3% | 600 | $55K |
| Colonial Trust Co / SC | 0.01% | Add +69.5% | 588 | $54K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.7% | 585 | $54K |
| N.E.W. Advisory Services LLC | 0.00% | New | 566 | $52K |
| Winthrop Capital Management, LLC | 0.01% | No change | 559 | $51K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -32.4% | 541 | $50K |
| Anfield Capital Management, LLC | 0.02% | No change | 464 | $43K |
| Mather Group, Llc. | 0.00% | Add +9.7% | 451 | $41K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 436 | $40K |
| Wayfinding Financial, LLC | 0.02% | New | 435 | $39K |
| Main Street Group, LTD | 0.02% | No change | 420 | $39K |
| Atwood & Palmer Inc. | 0.00% | No change | 400 | $37K |
| WFA Asset Management Corp | 0.02% | New | 377 | $35K |
| Global Trust Asset Management, LLC | 0.02% | No change | 340 | $31K |
| Balentine LLC | 0.00% | No change | 335 | $31K |
| Asset Dedication, LLC | 0.00% | New | 327 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +2.3% | 314 | $29K |
| Franklin Resources Inc. | 0.00% | Add +10166.7% | 308 | $28K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +384.1% | 305 | $28K |
| Bristlecone Advisors, LLC | 0.00% | No change | 300 | $28K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +8.1% | 281 | $26K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $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% | Reduce -0.4% | 226 | $21K |
| High Note Wealth, LLC | 0.01% | No change | 225 | $21K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 216 | $20K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 202 | $19K |
| Atlantic Private Wealth, LLC | 0.01% | Reduce -90.9% | 200 | $18K |
| Rakuten Investment Management, Inc. | 0.00% | — | 197 | $18K |
| Kiker Wealth Management, LLC | 0.01% | Reduce -95.8% | 168 | $15K |
| Sandy Spring Bank | 0.00% | New | 164 | $15K |
| NFSG Corp | 0.00% | No change | 163 | $15K |
| Ameriflex Group, Inc. | 0.01% | Reduce -28.2% | 158 | $14K |
| Main Management ETF Advisors, LLC | 0.00% | No change | 150 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 150 | $14K |
| EPG Wealth Management LLC | 0.00% | Reduce -29.4% | 142 | $13K |
| Dagco, Inc. | 0.00% | New | 135 | $12K |
| Ancora Advisors LLC | 0.00% | Reduce -36.2% | 134 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 124 | $11K |
| Belmont Capital, LLC | 0.00% | New | 120 | $11K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -85.8% | 119 | $11K |
| Signaturefd, LLC | 0.00% | Reduce -8.6% | 117 | $11K |
| Cheviot Value Management, LLC | 0.00% | New | 108 | $10K |
| LRI Investments, LLC | 0.00% | No change | 107 | $10K |
| Wellington Shields & Co., LLC | 0.00% | No change | 99 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -69.2% | 98 | $9K |
| Key Financial Inc | 0.00% | Reduce -2.1% | 95 | $9K |
| City Holding Co. | 0.00% | Add +127.5% | 91 | $8K |
| REAP Financial Group, LLC | 0.00% | Reduce -81.8% | 84 | $8K |
| TCTC Holdings, LLC | 0.00% | No change | 80 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +34.5% | 78 | $7K |
| IMG Wealth Management, Inc. | 0.01% | Add +1.4% | 73 | $7K |
| Inlight Wealth Management, LLC | 0.00% | New | 71 | $7K |
| Integrity Financial Corp | 0.00% | New | 70 | $6K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 69 | $6K |
| Coastline Trust Co | 0.00% | No change | 61 | $6K |
| Beacon Capital Management, LLC | 0.00% | Add +1.8% | 57 | $5K |
| Cornerstone Planning Group LLC | 0.00% | New | 55 | $5K |
| WealthShield Partners, LLC | 0.00% | New | 54 | $5K |
| Cordgrass Capital Advisors, LLC | 0.00% | Reduce -84.0% | 52 | $5K |
| Bernard Wealth Management Corp. | 0.00% | Reduce -12.7% | 48 | $4K |
| Evergreen Private Wealth LLC | 0.00% | No change | 43 | $4K |
| Citizens National Bank Trust Department | 0.00% | New | 43 | $4K |
| Fifth Third Bancorp | 0.00% | New | 41 | $4K |
| Nordwand Advisors, LLC | 0.00% | No change | 39 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -36.1% | 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% | No change | 35 | $3K |
| Country Trust Bank | 0.00% | New | 34 | $3K |
| Bfsg, LLC | 0.00% | Add +75.0% | 28 | $3K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 26 | $2K |
| IAG Wealth Partners, LLC | 0.00% | New | 25 | $2K |
| Crews Bank & Trust | 0.00% | No change | 23 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 22 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 21 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 21 | $2K |
| Bokf, NA | 0.00% | Reduce -33.3% | 18 | $2K |
| Aventura Private Wealth, LLC | 0.00% | New | 17 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 15 | $1K |
| City State Bank | 0.00% | No change | 13 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 11 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 10 | $917 |
| Capital A Wealth Management, LLC | 0.00% | Reduce -83.3% | 4 | $367 |
| Richardson Capital Management LLC | 0.00% | New | 4 | $367 |
| Legacy Advisors, LLC | 0.00% | No change | 11,241 | $143 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $104 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $95 |
| Bellwether Advisors, LLC | 0.00% | New | 1 | $92 |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Reduce -100.0% | 1 | $83 |
"% 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.