SS SPDR BB 1-3M T-Bill ETFBILETF
13F holders, Q3 2025 (September 30)1,170holders −7
109new positions
106sold out
4famous investors
$91.82avg. 13F price*
At the end of Q3 2025, 1,170 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, down 7 from Q2 2025. 109 opened new positions and 106 sold out. The largest holders were Morgan Stanley ($2.3B), Bank of America Corp. ($1.5B) and LPL Financial LLC ($1.2B). 4 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR BB 1-3M T-Bill ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78468R663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $280.2M |
| Exits | 106 | $428.3M |
All 13F filers, Q2 2025 → Q3 2025: 26,772,393 shares bought and 33,399,470 shares sold, net −6,627,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,170 holders
| Morgan Stanley | 0.14% | Add +9.0% | 24,806,177 | $2.3B |
| Bank of America Corp. | 0.11% | Reduce -7.7% | 16,406,971 | $1.5B |
| LPL Financial LLC | 0.35% | Add +0.8% | 13,241,873 | $1.2B |
| Royal Bank of Canada | 0.14% | Add +5.6% | 8,395,107 | $770.3M |
| UBS Group AG | 0.14% | Reduce -3.5% | 7,929,237 | $727.5M |
| Wells Fargo & Company | 0.13% | Add +1.9% | 6,705,391 | $615.2M |
| Stifel Financial Corp. | 0.40% | Reduce -1.9% | 4,791,835 | $439.7M |
| Capital Wealth Planning, LLC | 2.97% | Add +10.9% | 4,594,158 | $421.5M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -19.5% | 4,552,647 | $417.7M |
| AQR Capital Management | 0.26% | Add +103.5% | 4,497,115 | $412.6M |
| Raymond James Financial Inc. | 0.12% | Add +3.2% | 4,170,594 | $382.7M |
| Captrust Financial Advisors | 0.71% | Reduce -34.1% | 3,808,482 | $349.4M |
| Ieq Capital, LLC | 0.88% | Add +57.6% | 3,164,652 | $290.4M |
| Capital International Investors | 0.04% | Reduce -26.0% | 2,954,458 | $271.1M |
| Cwm, LLC | 0.78% | Add +20.5% | 2,843,810 | $260.9M |
| Truist Financial Corp. | 0.35% | Reduce -16.6% | 2,825,612 | $259.2M |
| Cetera Investment Advisers | 0.28% | Add +8.6% | 2,658,234 | $243.9M |
| Osaic Holdings, Inc. | 0.31% | Reduce -10.8% | 2,408,516 | $221.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.64% | Add +13.4% | 2,344,759 | $214.9M |
| Oppenheimer Asset Management Inc. | 2.33% | Reduce -1.9% | 2,304,817 | $211.5M |
| Ashton Thomas Private Wealth, LLC | 4.72% | Add +52.3% | 1,985,360 | $182.2M |
| Synergy Asset Management, LLC | 6.24% | Add +194.7% | 1,879,535 | $172.4M |
| Foundations Investment Advisors, LLC | 2.33% | Add +48.7% | 1,742,516 | $159.9M |
| Rockefeller Capital Management L.P. | 0.30% | Add +8.5% | 1,690,558 | $155.1M |
| BlackRock, Inc. | 0.00% | Add +2.0% | 1,681,392 | $154.3M |
| Agf Management Ltd. | 0.66% | Reduce -47.5% | 1,613,569 | $148.0M |
| ArrowMark Colorado Holdings LLC | 2.66% | Add +466.3% | 1,562,730 | $143.4M |
| Creative Planning | 0.10% | Reduce -2.1% | 1,389,004 | $127.4M |
| Dakota Wealth Management | 2.40% | Add +1.8% | 1,298,260 | $119.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -16.5% | 1,281,414 | $117.8M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Reduce -16.1% | 1,270,539 | $116.6M |
| Assetmark, Inc. | 0.24% | Reduce -59.4% | 1,225,999 | $112.5M |
| 3EDGE Asset Management, LP | 6.23% | Reduce -52.5% | 1,203,504 | $110.4M |
| MBL Wealth, LLC | 8.56% | Add +12.5% | 1,067,035 | $97.9M |
| Impact Partnership Wealth, LLC | 14.50% | Add +151.0% | 1,062,922 | $97.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +19.6% | 1,028,220 | $94.3M |
| Moneta Group Investment Advisors LLC | 0.74% | Add +37.4% | 1,012,373 | $92.9M |
| Private Advisor Group, LLC | 0.45% | Add +12.1% | 999,858 | $91.7M |
| Howard Capital Management, LLC | 1.13% | Reduce -32.0% | 932,688 | $85.6M |
| Sandhill Capital Partners LLC | 5.96% | Reduce -32.3% | 929,940 | $85.3M |
| Axxcess Wealth Management, LLC | 1.77% | Add +2.7% | 910,579 | $83.5M |
| Eagle Capital Management LLC | 0.26% | Reduce -17.9% | 874,392 | $80.2M |
| Composition Wealth, LLC | 1.10% | Add +16.9% | 798,638 | $73.3M |
| Sprott Inc. | 2.70% | Reduce -13.3% | 783,921 | $71.9M |
| MML Investors Services, LLC | 0.18% | Add +31.3% | 742,829 | $68.2M |
| Mariner, LLC | 0.09% | Reduce -2.8% | 741,282 | $68.0M |
| Capital Asset Advisory Services LLC | 2.90% | Add +2.6% | 733,030 | $67.3M |
| Baird Financial Group, Inc. | 0.10% | Reduce -6.0% | 661,562 | $60.7M |
| Mercer Global Advisors Inc. | 0.10% | Add +118.6% | 633,498 | $58.1M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +39.3% | 627,612 | $57.6M |
| 12th Street Asset Management Company, LLC | 9.23% | Add +19.5% | 594,971 | $54.6M |
| HighTower Advisors, LLC | 0.06% | Reduce -15.8% | 590,577 | $54.2M |
| Running Point Capital Advisors, LLC | 13.90% | Reduce -15.1% | 565,442 | $51.9M |
| Bank of Montreal | 0.02% | Add +9.6% | 554,238 | $50.9M |
| Acorns Advisers, LLC | 0.40% | Add +1.4% | 548,222 | $50.3M |
| Verdence Capital Advisors LLC | 2.88% | Add +24.9% | 545,837 | $50.1M |
| Twelve Points Wealth Management LLC | 12.07% | Reduce -3.7% | 527,943 | $48.4M |
| Abich Financial Wealth Management LLC | 17.11% | — | 523,865 | $48.1M |
| Salomon & Ludwin, LLC | 4.30% | Add +1.0% | 522,327 | $47.8M |
| CWA Asset Management Group, LLC | 1.76% | Reduce -11.2% | 517,960 | $47.5M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -44.6% | 514,574 | $47.2M |
| Northstar Group, Inc. | 7.18% | Reduce -0.7% | 513,303 | $47.1M |
| Dimension Capital Management LLC | 6.72% | Reduce -11.0% | 503,608 | $46.2M |
| Jefferies Financial Group Inc. | 0.44% | Add +88.1% | 503,538 | $46.2M |
| Scotia Capital Inc. | 0.19% | Add +126.3% | 479,182 | $44.0M |
| Second Half Financial Partners, LLC | 18.97% | Add +13.0% | 469,315 | $43.1M |
| Advisory Services Network, LLC | 0.62% | Reduce -16.6% | 463,846 | $42.6M |
| Brookstone Capital Management | 0.49% | Reduce -0.8% | 448,143 | $41.1M |
| Mutual Advisors, LLC | 0.90% | Reduce -9.1% | 446,128 | $40.9M |
| Permanens Capital L.P. | 6.04% | Add +1324.4% | 441,640 | $40.5M |
| Bell Bank | 1.75% | Reduce -0.9% | 440,112 | $40.4M |
| Randolph Co Inc | 3.90% | Add +54.2% | 436,966 | $40.1M |
| &partners | 0.26% | Add +18.5% | 434,045 | $40.0M |
| Sicart Associates LLC | 10.73% | Add +805.3% | 431,682 | $39.6M |
| NewEdge Advisors, LLC | 0.18% | Reduce -13.3% | 429,210 | $39.4M |
| Gitterman Wealth Management, LLC | 8.93% | Add +4.8% | 424,957 | $39.0M |
| Relyea Zuckerberg Hanson LLC | 4.04% | Add +12.6% | 418,366 | $38.4M |
| Valence8 US LP | 13.12% | New | 417,251 | $38.3M |
| Auour Investments LLC | 12.46% | Reduce -16.3% | 417,044 | $38.3M |
| Apriem Advisors | 3.58% | Add +43.3% | 412,271 | $37.8M |
| First Eagle Investment Management, LLC | 0.07% | Reduce -8.3% | 400,716 | $36.8M |
| St. Louis Financial Planners Asset Management, LLC | 23.68% | Add +33.0% | 400,341 | $36.7M |
| RFG Advisory, LLC | 0.76% | Reduce -27.6% | 400,339 | $36.7M |
| B. Riley Wealth Advisors, Inc. | 1.75% | Reduce -3.6% | 396,493 | $36.4M |
| Merit Financial Group, LLC | 0.33% | Add +509.8% | 396,427 | $36.4M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +12.5% | 391,885 | $36.0M |
| Equitable Holdings, Inc. | 0.26% | Add +8.9% | 389,573 | $35.7M |
| Teamwork Financial Advisors, LLC | 3.85% | Reduce -29.2% | 385,234 | $35.3M |
| Fortis Group Advisors, LLC | 5.99% | Reduce -8.7% | 379,311 | $34.8M |
| Sollinda Capital Management LLC | 9.45% | Add +1.4% | 375,924 | $34.5M |
| Natixis Advisors, LLC | 0.05% | Add +5.4% | 374,705 | $34.4M |
| Turim 21 Investimentos Ltda. | 11.43% | Reduce -2.6% | 370,323 | $34.0M |
| Rehmann Capital Advisory Group | 1.84% | Add +11.3% | 365,761 | $33.6M |
| Gradient Investments LLC | 0.56% | Add +1.2% | 366,198 | $33.6M |
| Twin Lakes Capital Management, LLC | 15.48% | New | 364,906 | $33.5M |
| EverSource Wealth Advisors, LLC | 1.32% | Add +22.4% | 363,192 | $33.3M |
| Allworth Financial LP | 0.15% | Add +3.7% | 362,471 | $33.3M |
| Donoghue Forlines LLC | 10.23% | Add +23.0% | 361,883 | $33.2M |
| NorthCoast Asset Management LLC | 0.13% | Add +10.9% | 360,903 | $33.1M |
| Park Avenue Securities LLC | 0.25% | Add +23.1% | 351,638 | $32.3M |
| Fort Point Capital Partners LLC | 4.08% | Add +25.6% | 350,404 | $32.1M |
| Cypress Capital, LLC | 9.18% | Reduce -21.7% | 349,561 | $32.1M |
| Convergence Financial, LLC | 4.77% | Add +10.9% | 346,565 | $31.8M |
| Centaurus Financial, Inc. | 1.47% | Add +0.9% | 342,091 | $31.4M |
| Nutshell Asset Management Ltd | 14.88% | No change | 340,000 | $31.2M |
| Tectonic Advisors LLC | 1.70% | Reduce -13.8% | 339,221 | $31.1M |
| Brasada Capital Management, LP | 5.28% | Reduce -22.4% | 339,682 | $31.1M |
| McGuire Investment Group, LLC | 3.51% | Reduce -0.3% | 337,810 | $31.0M |
| North Capital, Inc. | 23.71% | Add +14.1% | 334,013 | $30.6M |
| Quantinno Capital Management LP | 0.08% | Add +146.5% | 333,490 | $30.6M |
| Carrera Capital Advisors | 5.48% | Add +3.5% | 332,696 | $30.5M |
| Ausdal Financial Partners, Inc. | 1.49% | Add +5.8% | 332,200 | $30.5M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -12.2% | 329,221 | $30.1M |
| Strategic Wealth Investment Group, LLC | 2.53% | Add +149.8% | 327,758 | $30.1M |
| McNamara Financial Services, Inc. | 5.46% | Add +6.2% | 320,419 | $29.4M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -9.1% | 319,013 | $29.3M |
| Concurrent Investment Advisors, LLC | 0.50% | Add +58.5% | 316,883 | $29.1M |
| Udine Wealth Management, Inc. | 13.80% | Add +3.9% | 313,423 | $28.8M |
| Sanctuary Advisors, LLC | 0.16% | Add +33.3% | 312,777 | $28.7M |
| WealthPlan Investment Management, LLC | 1.90% | New | 312,310 | $28.7M |
| Alethea Capital Management, LLC | 18.42% | Add +0.1% | 311,974 | $28.6M |
| Farther Finance Advisors, LLC | 0.43% | Add +26.5% | 310,558 | $28.5M |
| Federation des caisses Desjardins du Quebec | 0.11% | Reduce -1.4% | 306,954 | $28.2M |
| Hippocratic Financial Advisors, LLC | 13.02% | Add +23.3% | 294,853 | $27.1M |
| Portside Wealth Group, LLC | 3.73% | Reduce -12.9% | 292,843 | $26.9M |
| Turning Point Benefit Group, Inc. | 16.20% | Reduce -15.0% | 293,583 | $26.9M |
| Gotham Asset Management | 0.12% | Add +70.8% | 291,872 | $26.8M |
| Kingsview Wealth Management, LLC | 0.40% | Add +11.2% | 287,396 | $26.4M |
| One Capital Management, LLC | 0.84% | Add +0.7% | 286,577 | $26.3M |
| Citigroup Inc. | 0.02% | Reduce -57.9% | 286,510 | $26.3M |
| Oppenheimer & Co. Inc. | 0.32% | Add +34.3% | 282,495 | $25.9M |
| Thrivent Financial for Lutherans | 0.05% | Add +343.7% | 282,097 | $25.9M |
| Capital World Investors | 0.00% | Reduce -17.9% | 282,044 | $25.9M |
| Integrity Alliance, Llc. | 1.20% | Add +19.6% | 276,255 | $25.3M |
| Exchange Traded Concepts, LLC | 0.24% | Add +132.1% | 275,397 | $25.3M |
| B & T Capital Management DBA Alpha Capital Management | 4.00% | New | 274,594 | $25.2M |
| Hibernia Wealth Partners, LLC | 15.73% | Reduce -51.4% | 267,627 | $24.6M |
| Dean, Jacobson Financial Services, LLC | 17.79% | Reduce -48.3% | 266,795 | $24.5M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -1.8% | 266,669 | $24.5M |
| Cresset Asset Management, LLC | 0.11% | Add +19.2% | 265,562 | $24.4M |
| Pacific Point Advisors, LLC | 14.21% | Reduce -18.4% | 265,502 | $24.4M |
| NorthRock Partners, LLC | 0.44% | Add +86.0% | 263,587 | $24.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.37% | Add +23.5% | 257,323 | $23.6M |
| D.A. Davidson & Co. | 0.15% | Reduce -14.7% | 256,516 | $23.5M |
| Integrated Advisors Network LLC | 0.97% | Reduce -43.0% | 250,961 | $23.0M |
| Inscription Capital, LLC | 2.46% | Reduce -15.2% | 248,302 | $22.8M |
| Keating Investment Counselors Inc. | 6.47% | Reduce -11.9% | 247,099 | $22.7M |
| Saratoga Research & Investment Management | 1.17% | Reduce -1.7% | 245,697 | $22.5M |
| Berkshire Money Management, Inc. | 2.31% | Add +4.5% | 244,478 | $22.4M |
| HSBC Holdings PLC | 0.01% | Reduce -10.9% | 242,310 | $22.2M |
| Winch Advisory Services, LLC | 4.96% | Add +1.0% | 240,214 | $22.0M |
| Founders Grove Wealth Partners, LLC | 5.10% | Reduce -4.2% | 236,706 | $21.7M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -9.9% | 236,411 | $21.7M |
| Schroder Investment Management Group | 0.02% | Add +153.8% | 235,707 | $21.6M |
| Beacon Capital Management, Inc. | 1.03% | Reduce -2.1% | 234,446 | $21.5M |
| Innovative Advisory Group, LLC | 14.08% | Reduce -35.9% | 233,706 | $21.4M |
| Full Sail Capital, LLC | 1.17% | Reduce -13.9% | 230,630 | $21.2M |
| Beacon Financial Group | 2.06% | Reduce -8.0% | 228,322 | $20.9M |
| Aptus Capital Advisors, LLC | 0.19% | Add +30.1% | 225,850 | $20.7M |
| Norden Group LLC | 2.05% | Add +11.6% | 219,502 | $20.1M |
| Strategic Investment Advisors / MI | 1.76% | Reduce -99.1% | 2,058 | $19.6M |
| Mgo One Seven LLC | 0.45% | Reduce -25.8% | 213,234 | $19.6M |
| Alliance Wealth Advisors, LLC | 4.55% | Reduce -28.3% | 211,581 | $19.4M |
| Barry Investment Advisors, LLC | 4.43% | New | 209,707 | $19.2M |
| Austin Wealth Management, LLC | 3.02% | Reduce -6.8% | 209,863 | $19.2M |
| Belpointe Asset Management LLC | 0.73% | Reduce -53.4% | 209,052 | $19.2M |
| GTS Securities LLC | 0.73% | Add +109.4% | 208,094 | $19.1M |
| JBR Co Financial Management Inc | 7.97% | Add +27.3% | 205,251 | $18.8M |
| Strategic Advisors LLC | 3.01% | New | 203,167 | $18.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -0.3% | 203,000 | $18.6M |
| Heritage Oak Wealth Advisors LLC | 6.88% | Add +82.9% | 202,410 | $18.6M |
| Focus Partners Wealth | 0.03% | Add +15.9% | 202,406 | $18.6M |
| Maridea Wealth Management LLC | 2.88% | Add +392.6% | 201,856 | $18.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.4% | 201,312 | $18.5M |
| Zacks Investment Management | 0.15% | Reduce -23.6% | 198,898 | $18.2M |
| Managed Asset Portfolios, LLC | 2.26% | Reduce -15.3% | 198,764 | $18.2M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -26.1% | 194,591 | $17.9M |
| Beaumont Financial Advisors, LLC | 1.18% | Add +65.0% | 192,263 | $17.6M |
| BNP Paribas Financial Markets | 0.01% | Add +81.2% | 192,154 | $17.6M |
| Roundview Capital LLC | 1.11% | Reduce -0.2% | 191,143 | $17.5M |
| Hofer & Associates. Inc | 10.00% | Add +8.1% | 190,344 | $17.5M |
| Fourpath Capital Management, LLC | 2.48% | Reduce -47.1% | 190,103 | $17.4M |
| Citizens Financial Group Inc. | 0.24% | Reduce -0.3% | 187,386 | $17.2M |
| Nixon Capital, LLC | 5.23% | New | 187,230 | $17.2M |
| Night Owl Capital Management, LLC | 1.86% | Reduce -9.4% | 186,441 | $17.1M |
| Cabot Wealth Management Inc. | 1.87% | Add +829.9% | 183,749 | $16.9M |
| Acorn Financial Advisory Services Inc. | 2.58% | Add +27.8% | 183,233 | $16.8M |
| Ameritas Advisory Services, LLC | 1.10% | Add +277.5% | 183,089 | $16.8M |
| Wealthfront Advisers LLC | 0.04% | Reduce -5.0% | 180,454 | $16.6M |
| Capital Advisors, Ltd. LLC | 1.85% | Add +79.1% | 178,730 | $16.4M |
| IHT Wealth Management, LLC | 0.41% | Reduce -5.5% | 177,851 | $16.3M |
| Comerica Bank | 0.06% | Reduce -6.2% | 177,019 | $16.2M |
| DT Investment Partners, LLC | 1.37% | Add +3.1% | 176,641 | $16.2M |
| Trivium Point Advisory, LLC | 1.65% | Reduce -14.6% | 176,389 | $16.2M |
| Global Retirement Partners, LLC | 0.36% | Reduce -36.2% | 175,162 | $16.1M |
| Modern Wealth Management, LLC | 0.32% | Reduce -3.8% | 174,463 | $16.0M |
| Lumbard & Kellner, LLC | 5.87% | Add +44.4% | 173,886 | $16.0M |
| Rareview Capital LLC | 9.74% | Add +22.3% | 173,918 | $16.0M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -1.7% | 173,190 | $15.9M |
| Bleakley Financial Group, LLC | 0.36% | Reduce -4.5% | 168,521 | $15.5M |
| Ranch Capital Advisors Inc. | 5.96% | Add +7.0% | 167,851 | $15.4M |
| Pacific Capital Wealth Advisors, Inc. | 2.63% | Add +21.2% | 165,914 | $15.2M |
| VanWeelden Wealth Management, LLC | 12.33% | — | 163,413 | $15.0M |
| RIA Advisory Group LLC | 3.87% | Add +53.5% | 163,396 | $15.0M |
| Great Valley Advisor Group, Inc. | 0.30% | Reduce -1.6% | 162,589 | $14.9M |
| Entrewealth, LLC | 7.58% | Add +6.5% | 160,579 | $14.7M |
| Flagship Harbor Advisors, LLC | 0.64% | Add +4.2% | 159,537 | $14.6M |
| Private Wealth Group, LLC | 7.24% | Reduce -29.8% | 158,504 | $14.5M |
| October Effect Ltd | 15.93% | Add +138.7% | 157,545 | $14.5M |
| High Note Wealth, LLC | 2.90% | Add +19.6% | 157,391 | $14.4M |
| Corient Private Wealth LP | 0.02% | Add +49.7% | 180,684 | $14.4M |
| WCG Wealth Advisors LLC | 0.90% | Add +19.8% | 157,268 | $14.4M |
| Arete Wealth Advisors, LLC | 0.90% | Reduce -31.3% | 157,221 | $14.4M |
| Curran Financial Partners, LLC | 2.84% | Reduce -18.0% | 156,406 | $14.4M |
| Kohmann Bosshard Financial Services, LLC | 1.45% | Reduce -8.6% | 154,318 | $14.2M |
| Benedict Financial Advisors Inc. | 3.06% | Add +0.4% | 154,057 | $14.1M |
| Jones Financial Companies LLLP | 0.01% | Add +46.2% | 153,418 | $14.1M |
| Greenfield Seitz Capital Management, LLC | 4.50% | Add +111.7% | 152,228 | $14.0M |
| Clearstead Trust, LLC | 2.38% | Reduce -6.1% | 151,665 | $13.9M |
| Calamos Wealth Management LLC | 0.51% | Add +175.2% | 151,221 | $13.9M |
| Fiduciary Alliance LLC | 0.93% | Add +8.7% | 150,456 | $13.8M |
| Vivid Wealth Management, LLC | 5.44% | Add +29.8% | 149,099 | $13.7M |
| Founders Financial Securities LLC | 0.93% | Reduce -9.5% | 148,477 | $13.6M |
| Focused Wealth Management, Inc | 1.47% | Add +79.4% | 148,186 | $13.6M |
| Hanover Advisors Inc. | 5.18% | Reduce -49.2% | 145,614 | $13.4M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +5.7% | 145,338 | $13.3M |
| Independent Financial Group, LLC | 0.32% | Reduce -7.8% | 144,135 | $13.2M |
| J2 Capital Management Inc | 9.92% | Reduce -3.9% | 143,643 | $13.2M |
| Trek Financial, LLC | 0.78% | Reduce -28.4% | 141,926 | $13.0M |
| PFG Investments, LLC | 0.67% | Add +17.5% | 140,902 | $12.9M |
| Westwood Holdings Group Inc. | 0.09% | Reduce -66.8% | 140,478 | $12.9M |
| Clarkston Capital Partners, LLC | 0.28% | Reduce -5.7% | 139,363 | $12.8M |
| Aurora Investment Managers, LLC. | 6.92% | Reduce -19.9% | 138,648 | $12.7M |
| MOKAN Wealth Management Inc. | 6.38% | Add +3.6% | 138,262 | $12.7M |
| Susquehanna International Group, LLP | 0.02% | Add +169.3% | 136,850 | $12.6M |
| ADAR1 Capital Management, LLC | 1.24% | No change | 135,585 | $12.4M |
| Fortis Capital Advisors, LLC | 1.93% | Reduce -52.0% | 133,024 | $12.2M |
| FWL Investment Management, LLC | 3.15% | Reduce -10.1% | 131,785 | $12.1M |
| RPS Advisory Solutions LLC | 5.87% | Reduce -19.3% | 130,446 | $12.0M |
| Atria Investments, Inc | 0.14% | Reduce -24.4% | 129,687 | $11.9M |
| Tucker Asset Management LLC | 3.59% | Reduce -19.6% | 129,687 | $11.9M |
| Eagle Rock Investment Company, LLC | 1.77% | Add +10.0% | 129,240 | $11.9M |
| Calton & Associates, Inc. | 1.78% | Add +0.2% | 128,982 | $11.8M |
| Treasure Coast Financial Planning | 6.60% | Add +2.9% | 128,959 | $11.8M |
| Signal Advisors Wealth, LLC | 1.07% | Add +6.1% | 128,062 | $11.7M |
| One Day In July LLC | 0.99% | Add +42.0% | 127,349 | $11.7M |
| Victory Financial Group, LLC | 1.60% | Reduce -28.4% | 126,538 | $11.7M |
| Arkadios Wealth Advisors | 0.28% | Add +26.3% | 126,442 | $11.6M |
| Malaga Cove Capital, LLC | 4.17% | Reduce -4.6% | 125,155 | $11.5M |
| Bank of Nova Scotia | 0.02% | Reduce -71.9% | 124,585 | $11.4M |
| Trilogy Capital Inc. | 0.53% | Add +44.5% | 124,235 | $11.4M |
| Marathon Capital Management | 2.59% | Add +222.2% | 122,573 | $11.2M |
| FSC Wealth Advisors, LLC | 6.44% | Add +0.3% | 121,661 | $11.2M |
| JT Stratford LLC | 1.47% | Add +15.0% | 118,671 | $10.9M |
| Strategic Financial Concepts, LLC | 1.56% | Reduce -27.9% | 117,498 | $10.7M |
| Summit Financial, LLC | 0.16% | Reduce -54.4% | 116,469 | $10.7M |
| GM Advisory Group, LLC | 0.45% | Reduce -1.3% | 116,196 | $10.7M |
| SLT Holdings LLC | 7.15% | Add +3.4% | 116,045 | $10.6M |
| Gateway Wealth Partners, LLC | 1.44% | New | 115,847 | $10.6M |
| Capital Wealth Alliance, LLC | 5.28% | Reduce -6.7% | 115,815 | $10.6M |
| Donald L. Hagan, LLC | 5.13% | Add +27.2% | 113,944 | $10.5M |
| Epoch Investment Partners, Inc. | 0.06% | Add +2.9% | 113,447 | $10.4M |
| AllGen Financial Advisors, Inc. | 2.53% | Add +97.1% | 112,444 | $10.3M |
| Benjamin Edwards Inc. | 0.12% | Add +39.9% | 112,246 | $10.3M |
| Altfest L J & Co. Inc. | 1.15% | Add +118.3% | 112,159 | $10.3M |
| Crescent Grove Advisors, LLC | 0.99% | Add +134.4% | 112,137 | $10.3M |
| Verus Capital Partners, LLC | 0.80% | Add +14.2% | 112,012 | $10.3M |
| Lunt Capital Management, Inc. | 3.91% | Reduce -16.8% | 111,462 | $10.2M |
| Coldstream Capital Management Inc. | 0.14% | Reduce -74.8% | 111,260 | $10.2M |
| UNIVEST FINANCIAL Corp | 0.57% | Add +4.5% | 110,994 | $10.2M |
| Norris Financial Group, LLC | 3.70% | Reduce -12.4% | 110,522 | $10.1M |
| Bison Wealth, LLC | 0.93% | Add +62.4% | 110,056 | $10.1M |
| Guild Investment Management, Inc. | 7.98% | Add +30.3% | 109,533 | $10.0M |
| PFG Advisors | 0.41% | Add +452.3% | 109,222 | $10.0M |
| Apollon Wealth Management, LLC | 0.18% | Add +86.9% | 108,047 | $9.9M |
| Everstar Asset Management, LLC | 5.59% | Reduce -6.4% | 107,397 | $9.9M |
| Quaker Wealth Management, LLC | 3.20% | Add +2990.2% | 107,259 | $9.8M |
| Clear Creek Financial Management, LLC | 0.85% | Add +70.0% | 107,123 | $9.8M |
| Tompkins Financial Corp. | 0.82% | Reduce -33.0% | 106,857 | $9.8M |
| Advisors Preferred, LLC | 1.45% | Add +29.2% | 107,090 | $9.8M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +260.3% | 106,200 | $9.7M |
| IFG Advisory, LLC | 0.44% | Add +3.2% | 106,038 | $9.7M |
| DAVENPORT & Co LLC | 0.05% | Add +3.1% | 105,860 | $9.7M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -9.3% | 105,108 | $9.6M |
| Guidance Capital, Inc. | 2.50% | Add +5.7% | 104,644 | $9.6M |
| GenTrust, LLC | 0.44% | Add +10.7% | 104,549 | $9.6M |
| CapWealth Advisors, LLC | 0.85% | Reduce -24.2% | 103,250 | $9.5M |
| Silver Oak Securities, Incorporated | 0.70% | Reduce -1.2% | 102,349 | $9.4M |
| CoreCap Advisors, LLC | 0.34% | Reduce -34.4% | 102,103 | $9.4M |
| Harbor Investment Advisory, LLC | 0.77% | Reduce -5.3% | 100,805 | $9.2M |
| Cibc World Market Inc. | 0.02% | Reduce -10.9% | 100,358 | $9.2M |
| Professional Financial Advisors, LLC | 1.94% | Add +30.0% | 100,279 | $9.2M |
| Jane Street Group, LLC | 0.01% | Reduce -68.3% | 99,552 | $9.1M |
| Synovus Financial Corp. | 0.10% | Add +17.7% | 98,715 | $9.1M |
| Graves Light Lenhart Wealth, Inc. | 1.00% | Reduce -3.7% | 97,857 | $9.0M |
| Boomfish Wealth Group, LLC | 4.82% | Add +3.0% | 97,372 | $8.9M |
| Smart Money Group LLC | 2.60% | Add +1.1% | 95,514 | $8.8M |
| Raub Brock Capital Management LP | 1.88% | Add +1.7% | 95,126 | $8.7M |
| Capstone Wealth Management Group LLC | 5.57% | Add +8.4% | 95,062 | $8.7M |
| Beam Wealth Advisors, Inc. | 2.37% | Add +6.0% | 94,839 | $8.7M |
| Elevation Capital Advisory, LLC | 3.42% | Reduce -5.2% | 93,310 | $8.6M |
| Geneos Wealth Management Inc. | 0.22% | Reduce -13.1% | 93,210 | $8.6M |
| Worth Asset Management, LLC | 3.81% | Reduce -3.3% | 92,330 | $8.5M |
| Legacy Capital Wealth Partners, LLC | 1.84% | Add +28.6% | 92,092 | $8.4M |
| Sargent Investment Group, LLC | 1.20% | Add +5.0% | 91,674 | $8.4M |
| Private Management Group Inc. | 0.25% | Reduce -10.9% | 91,084 | $8.4M |
| IPG Investment Advisors LLC | 1.47% | Reduce -17.8% | 89,917 | $8.2M |
| Iams Wealth Management, LLC | 3.29% | Add +17.9% | 89,293 | $8.2M |
| Kassira Wealth Management LLC | 7.87% | — | 89,035 | $8.2M |
| Park Edge Advisors, LLC | 1.86% | Reduce -64.4% | 87,962 | $8.1M |
| G&S Capital LLC | 2.98% | Add +22.6% | 87,770 | $8.1M |
| Simplicity Wealth,LLC | 0.46% | Add +302.0% | 87,197 | $8.0M |
| AE Wealth Management LLC | 0.05% | Add +15.3% | 86,896 | $8.0M |
| NDWM LLC | 5.36% | Add +5.5% | 86,153 | $7.9M |
| Venturi Wealth Management, LLC | 0.37% | Add +2550.0% | 85,965 | $7.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.23% | Add +6.4% | 85,943 | $7.9M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +34.3% | 85,885 | $7.9M |
| Rik Saylor Financial, Inc. | 5.71% | Reduce -1.5% | 85,120 | $7.8M |
| Reyes Financial Architecture, Inc. | 5.27% | Add +284.3% | 84,655 | $7.8M |
| HRT Financial LP | 0.03% | Reduce -67.4% | 84,423 | $7.7M |
| Legacy Capital Group California, Inc. | 1.97% | Reduce -3.9% | 84,188 | $7.7M |
| Paragon Capital Management Inc. | 5.78% | Add +7.8% | 84,133 | $7.7M |
| West Financial Advisors, LLC | 1.27% | Add +4.2% | 83,743 | $7.7M |
| Oliver Luxxe Assets LLC | 1.21% | Add +18.4% | 83,550 | $7.7M |
| SFI Advisors, LLC | 4.86% | Add +4.3% | 83,155 | $7.6M |
| Three Seasons Wealth, LLC | 0.76% | New | 83,107 | $7.6M |
| National Bank of Canada | 0.01% | Add +0.9% | 82,605 | $7.6M |
| Stableford Capital II LLC | 2.72% | Reduce -64.9% | 81,936 | $7.5M |
| Lakewood Asset Management LLC | 4.51% | Reduce -3.7% | 81,289 | $7.5M |
| BTC Capital Management, Inc. | 0.51% | Add +18.1% | 81,044 | $7.4M |
| Mid-American Wealth Advisory Group, Inc. | 3.23% | Add +0.8% | 78,929 | $7.2M |
| Pathway Financial Advisors LLC | 0.96% | Add +31.5% | 78,879 | $7.2M |
| Delta Investment Management, LLC | 1.30% | Add +157.9% | 78,778 | $7.2M |
| Boston Standard Wealth Management, LLC | 1.21% | Add +50.3% | 78,686 | $7.2M |
| Partners Capital Investment Group, LLP | 0.29% | Reduce -36.0% | 78,679 | $7.2M |
| TKG Advisors, LLC | 3.09% | Add +21.8% | 78,581 | $7.2M |
| MCF Advisors LLC | 0.44% | Add +6.6% | 77,773 | $7.1M |
| Meridian Wealth Management, LLC | 0.27% | Add +4.4% | 76,111 | $7.0M |
| Titleist Asset Management, LLC | 0.61% | Add +66.9% | 75,992 | $7.0M |
| Legacy Wealth Managment, LLC | 3.15% | Reduce -9.7% | 75,756 | $7.0M |
| Banco Santander, S.A. | 0.06% | Add +163.7% | 75,522 | $6.9M |
| Compass Financial Services Inc | 3.05% | Reduce -7.3% | 75,065 | $6.9M |
| Stelac Advisory Services LLC | 2.37% | Add +4519.7% | 74,700 | $6.9M |
| Elevate Capital Advisors, LLC | 4.76% | Add +192.7% | 74,382 | $6.8M |
| Sterling Investment Management, LLC | 4.09% | Reduce -2.6% | 74,183 | $6.8M |
| Crestwood Advisors Group, LLC | 0.12% | Add +41.7% | 74,027 | $6.8M |
| Csenge Advisory Group | 0.32% | Reduce -30.5% | 73,944 | $6.8M |
| Exit Wealth Advisors, LLC. | 4.52% | — | 73,784 | $6.8M |
| First Wilshire Securities Management Inc. | 1.75% | Reduce -3.9% | 71,793 | $6.6M |
| JGP Wealth Management, LLC | 0.73% | New | 71,989 | $6.6M |
| Founders Financial Alliance, LLC | 1.23% | Reduce -14.3% | 70,994 | $6.5M |
| Brown, Lisle/Cummings, Inc. | 1.67% | Reduce -6.9% | 70,826 | $6.5M |
| Caitlin John, LLC | 4.47% | Add +15.6% | 70,092 | $6.4M |
| Strategic Blueprint, LLC | 0.28% | Add +6.4% | 69,613 | $6.4M |
| Long Run Wealth Advisors, LLC | 1.25% | Reduce -7.6% | 69,337 | $6.4M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -23.6% | 68,794 | $6.3M |
| WealthTrust Asset Management, LLC | 4.37% | Add +0.7% | 68,735 | $6.3M |
| Lake Hills Wealth Management, LLC | 3.34% | Add +150.9% | 68,213 | $6.3M |
| Blume Capital Management, Inc. | 1.20% | Reduce -14.7% | 68,165 | $6.3M |
| AdvisorNet Financial, Inc | 0.35% | Add +32.7% | 67,807 | $6.2M |
| Money Concepts Capital Corp. | 0.38% | Add +180.7% | 67,461 | $6.2M |
| Baring Financial LLC | 4.21% | Add +12.0% | 67,357 | $6.2M |
| Sovran Advisors, LLC | 0.54% | Reduce -14.9% | 67,193 | $6.2M |
| Wheelhouse Advisory Group LLC | 2.65% | Reduce -5.4% | 67,168 | $6.2M |
| Gibbs Wealth Management | 1.39% | Reduce -10.1% | 66,848 | $6.1M |
| Hilton Capital Management, LLC | 0.49% | Reduce -40.3% | 66,294 | $6.1M |
| Horizon Investments, LLC | 0.08% | Add +3.8% | 66,711 | $6.1M |
| CPR Investments Inc. | 4.15% | Add +2.0% | 65,765 | $6.0M |
| Brown Advisory Inc. | 0.01% | Reduce -6.1% | 65,687 | $6.0M |
| Quartz Partners, LLC | 2.17% | Reduce -2.3% | 65,292 | $6.0M |
| GFI Investment Counsel Ltd. | 0.62% | Reduce -11.8% | 65,105 | $6.0M |
| Forza Wealth Management, LLC | 2.29% | Add +0.3% | 65,043 | $6.0M |
| Fiduciary Financial Group, LLC | 0.94% | Add +3.4% | 65,029 | $6.0M |
| Islay Capital Management, LLC | 3.44% | Add +20.4% | 64,740 | $5.9M |
| RDA Financial Network | 1.45% | Add +61.5% | 64,062 | $5.9M |
| Spectrum Planning & Advisory Services Inc. | 3.30% | Add +47.2% | 63,654 | $5.8M |
| Fjell Capital, LLC | 5.09% | Add +0.5% | 63,059 | $5.8M |
| First International Bank & Trust | 1.98% | Add +0.2% | 62,008 | $5.7M |
| Genus Capital Management Inc. | 0.65% | Reduce -3.5% | 61,371 | $5.6M |
| Vista Investment Management | 1.96% | Add +26.3% | 61,132 | $5.6M |
| Aspire Private Capital, LLC | 1.23% | Add +865.5% | 60,973 | $5.6M |
| Savvy Advisors, Inc. | 0.26% | Add +394.3% | 60,517 | $5.6M |
| Morgan Dempsey Capital Management LLC | 2.46% | Reduce -13.5% | 60,349 | $5.5M |
| Austin Private Wealth, LLC | 0.42% | Add +227.7% | 59,823 | $5.5M |
| GK Wealth Management LLC | 4.07% | Add +17.3% | 59,694 | $5.5M |
| 1834 Investment Advisors Co. | 0.67% | Add +119.2% | 59,598 | $5.5M |
| Westbourne Investments, Inc. | 2.61% | New | 58,960 | $5.5M |
| Westmount Partners, LLC | 1.37% | Reduce -31.1% | 58,208 | $5.3M |
| Choreo, LLC | 0.07% | Reduce -8.6% | 57,743 | $5.3M |
| Vontobel Holding Ltd. | 0.02% | Add +0.4% | 57,632 | $5.3M |
| Evexia Wealth LLC | 1.58% | Add +4.9% | 57,652 | $5.3M |
| Fortis Capital Management LLC | 0.74% | Add +19.9% | 57,433 | $5.3M |
| Fagan Associates, Inc. | 0.72% | Reduce -67.6% | 56,954 | $5.2M |
| Hershey Financial Advisers, LLC | 4.47% | Reduce -6.8% | 56,895 | $5.2M |
| Bridgewealth Advisory Group, LLC | 1.21% | Reduce -10.2% | 56,715 | $5.2M |
| Sierra Legacy Group | 3.82% | Reduce -31.7% | 56,305 | $5.2M |
| Savior LLC | 22.92% | Add +3.2% | 56,132 | $5.2M |
| Kingswood Wealth Advisors, LLC | 0.31% | Add +86.1% | 56,092 | $5.1M |
| Ami Asset Management Corp. | 0.29% | Reduce -30.2% | 55,889 | $5.1M |
| Hedeker Wealth, LLC | 1.06% | Reduce -27.8% | 55,580 | $5.1M |
| Scharf Investments, LLC | 0.13% | Reduce -92.7% | 55,449 | $5.1M |
| Woodley Farra Manion Portfolio Management Inc. | 0.24% | Reduce -30.0% | 54,965 | $5.0M |
| Krilogy Financial LLC | 0.19% | Add +21.5% | 55,095 | $5.0M |
| NorthCrest Asset Manangement, LLC | 0.12% | Reduce -4.0% | 54,997 | $5.0M |
| Balefire, LLC | 1.00% | Reduce -38.3% | 54,685 | $5.0M |
| Alps Advisors Inc. | 0.03% | Reduce -16.7% | 54,190 | $5.0M |
| Perennial Investment Advisors, LLC | 0.41% | Add +8.0% | 54,103 | $5.0M |
| Clio Asset Management LLC | 3.68% | Add +442.5% | 54,067 | $5.0M |
| Palouse Capital Management, Inc. | 3.21% | Add +4.2% | 54,019 | $5.0M |
| Tempus Wealth Planning, LLC | 1.12% | Reduce -7.4% | 53,206 | $4.9M |
| Moneco Advisors, LLC | 0.41% | Reduce -1.3% | 53,008 | $4.9M |
| Carr Financial Group Corp | 1.33% | Reduce -4.7% | 52,967 | $4.9M |
| Biltmore Wealth Management, LLC | 1.84% | Add +129.7% | 52,474 | $4.8M |
| Tactive Advisors, LLC | 1.35% | Reduce -60.3% | 52,128 | $4.8M |
| Wealthspire Advisors, LLC | 0.03% | Add +6.8% | 52,105 | $4.8M |
| Richard W. Paul & Associates, LLC | 1.62% | Add +2.9% | 51,870 | $4.8M |
| Cim, LLC | 0.62% | Add +10.4% | 51,796 | $4.8M |
| IMA Advisory Services, Inc. | 0.48% | Add +44.0% | 51,650 | $4.7M |
| Tillman Hartley LLC | 1.23% | Add +17.9% | 51,637 | $4.7M |
| Aviance Capital Partners, LLC | 0.56% | Add +51.9% | 51,033 | $4.7M |
| KG Capital Management | 1.27% | Add +17.4% | 50,355 | $4.6M |
| Kennedy Investment Group, Inc. | 1.83% | Add +22.1% | 50,166 | $4.6M |
| Jordan Park Group LLC | 0.26% | Reduce -61.4% | 25,196 | $4.6M |
| Investor's Fiduciary Advisor Network, LLC | 1.56% | Add +4.2% | 50,038 | $4.6M |
| LVW Advisors, LLC | 0.47% | Add +0.4% | 49,971 | $4.6M |
| SP Asset Management LLC | 0.36% | Add +13.0% | 49,941 | $4.6M |
| Freestate Advisors LLC | 3.82% | Reduce -2.1% | 49,647 | $4.6M |
| Vishria Bird Financial Group, LLC | 0.89% | Add +1.0% | 49,478 | $4.5M |
| Sovereign Investment Advisors, LLC | 1.23% | Add +1.0% | 49,235 | $4.5M |
| Lido Advisors, LLC | 0.02% | Reduce -7.2% | 48,763 | $4.5M |
| Arrowroot Family Office, LLC | 1.78% | Add +150.2% | 48,528 | $4.5M |
| Diversify Wealth Management, LLC | 0.26% | Reduce -7.0% | 48,441 | $4.4M |
| Focus Financial Network, Inc. | 0.16% | Add +2.8% | 48,091 | $4.4M |
| 49 Wealth Management, LLC | 0.42% | Reduce -15.7% | 48,041 | $4.4M |
| Upper Left Wealth Management, LLC | 2.77% | Add +6.8% | 48,023 | $4.4M |
| FSM Wealth Advisors, LLC | 0.62% | Add +4.0% | 47,967 | $4.4M |
| Insight 2811, Inc. | 1.96% | Reduce -7.9% | 47,912 | $4.4M |
| IFP Advisors, Inc | 0.11% | Add +13.9% | 47,616 | $4.4M |
| AlphaCore Capital LLC | 0.15% | Add +0.7% | 47,082 | $4.3M |
| Core Wealth Partners LLC | 1.98% | Reduce -0.9% | 46,944 | $4.3M |
| IronBridge Private Wealth, LLC | 1.35% | Reduce -79.6% | 46,516 | $4.3M |
| J.Safra Asset Management Corp | 0.26% | Add +6.0% | 46,263 | $4.2M |
| Tidal Investments LLC | 0.02% | Add +6.3% | 46,061 | $4.2M |
| ZEGA Investments, LLC | 0.96% | Add +11.3% | 45,798 | $4.2M |
| Invenio Wealth Partners LLC | 1.52% | Add +20.2% | 45,477 | $4.2M |
| Bailard, Inc. | 0.09% | Add +36.3% | 45,379 | $4.2M |
| Luken Investment Analytics, LLC | 1.62% | Reduce -6.5% | 45,302 | $4.2M |
| Jim Saulnier & Associates, LLC | 2.31% | Reduce -14.9% | 45,132 | $4.1M |
| Rosenberg Matthew Hamilton | 0.89% | Reduce -7.8% | 45,062 | $4.1M |
| Intrepid Financial Planning Group LLC | 1.57% | Reduce -6.3% | 44,818 | $4.1M |
| Pine Valley Investments Ltd Liability Co | 0.21% | Add +17.0% | 44,816 | $4.1M |
| Strategent Financial, LLC | 2.91% | Reduce -5.6% | 44,354 | $4.1M |
| Capital Research Global Investors | 0.00% | Reduce -44.7% | 44,215 | $4.1M |
| Empower Advisory Group, LLC | 0.01% | Add +3.2% | 44,099 | $4.0M |
| MRWM Advisors, LLC | 2.30% | Reduce -3.1% | 44,088 | $4.0M |
| Strategic Wealth Partners, Ltd. | 0.30% | Reduce -76.7% | 43,968 | $4.0M |
| Clarity Financial LLC | 0.40% | Reduce -29.9% | 43,915 | $4.0M |
| Hilltop Holdings Inc. | 0.21% | Reduce -7.7% | 43,814 | $4.0M |
| Sheets Smith Investment Management | 2.59% | New | 43,460 | $4.0M |
| PSI Advisors, LLC | 1.03% | New | 43,238 | $4.0M |
| Patten Group, Inc. | 0.76% | Reduce -15.1% | 42,735 | $3.9M |
| Certuity, LLC | 0.27% | Add +21.4% | 42,541 | $3.9M |
| MAI Capital Management | 0.02% | Add +530.8% | 42,526 | $3.9M |
| Channel Wealth LLC | 1.04% | Add +0.4% | 42,302 | $3.9M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +6.4% | 42,258 | $3.9M |
| Wallace Advisory Group, LLC | 3.09% | Add +73.7% | 41,896 | $3.8M |
| Diversified Portfolios, Inc. | 0.34% | Add +6.1% | 41,637 | $3.8M |
| MBA Advisors LLC | 1.62% | Add +1.3% | 41,258 | $3.8M |
| Compound Planning, Inc. | 0.12% | Add +8.1% | 41,202 | $3.8M |
| Ramiah Investment Group | 3.34% | Reduce -67.1% | 41,112 | $3.8M |
| CacheTech Inc. | 0.76% | Reduce -37.7% | 41,098 | $3.8M |
| Moment Partners, LLC | 0.66% | Add +0.6% | 40,847 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -0.2% | 40,805 | $3.7M |
| Private Trust Co. NA | 0.33% | Add +6.2% | 40,398 | $3.7M |
| Revisor Wealth Management LLC | 1.28% | Add +12.3% | 40,390 | $3.7M |
| Harbour Investments, Inc. | 0.08% | Add +14.2% | 39,717 | $3.6M |
| LaSalle St. Investment Advisors, LLC | 0.65% | Add +35.2% | 39,620 | $3.6M |
| Headinvest, LLC | 0.75% | Add +14.9% | 39,371 | $3.6M |
| Wedbush Securities Inc. | 0.12% | Add +4.7% | 39,327 | $3.6M |
| TD Private Client Wealth LLC | 0.08% | Add +8.6% | 39,197 | $3.6M |
| Retireful, LLC | 3.45% | Reduce -26.4% | 38,868 | $3.6M |
| Continuum Advisory, LLC | 0.37% | Reduce -32.8% | 38,638 | $3.5M |
| Wesbanco Bank Inc. | 0.10% | Add +40.3% | 38,620 | $3.5M |
| Alliancebernstein L.P. | 0.00% | New | 38,325 | $3.5M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -11.1% | 38,403 | $3.5M |
| Stephens Inc. | 0.04% | Reduce -16.9% | 38,207 | $3.5M |
| Private Client Services, LLC | 1.17% | Reduce -37.3% | 37,962 | $3.5M |
| Ritholtz Wealth Management | 0.07% | Add +18.8% | 37,893 | $3.5M |
| Values First Advisors, Inc. | 1.86% | Add +124.9% | 37,847 | $3.5M |
| Net Worth Advisory Group | 1.00% | Reduce -16.8% | 37,517 | $3.4M |
| Procyon Advisors, LLC | 0.20% | Add +103.4% | 37,274 | $3.4M |
| SkyOak Wealth, LLC | 0.64% | Add +49.8% | 36,762 | $3.4M |
| Hamilton Capital Partners, LLC | 1.28% | Reduce -35.9% | 36,495 | $3.3M |
| Lokken Investment Group LLC | 1.15% | Add +8.3% | 36,467 | $3.3M |
| Encompass More Asset Management | 0.64% | Add +875.6% | 36,467 | $3.3M |
| Townsquare Capital LLC | 0.51% | Reduce -54.3% | 36,431 | $3.3M |
| Cornerstone Investment Partners, LLC | 0.14% | Add +0.3% | 36,329 | $3.3M |
| Kera Capital Partners, Inc. | 0.50% | Add +10.2% | 36,026 | $3.3M |
| Concord Wealth Partners | 0.45% | Add +19.4% | 35,765 | $3.3M |
| Adams Wealth Management | 0.70% | Reduce -35.9% | 35,397 | $3.2M |
| Cerity Partners LLC | 0.01% | Reduce -59.1% | 35,360 | $3.2M |
| Pioneer Wealth Management Group | 1.05% | New | 35,288 | $3.2M |
| CreativeOne Wealth, LLC | 0.08% | Add +20.5% | 35,080 | $3.2M |
| Smith, Moore & Co. | 0.24% | Reduce -4.4% | 34,739 | $3.2M |
| Coyle Financial Counsel LLC | 0.73% | Add +2.4% | 34,726 | $3.2M |
| Unison Advisors LLC | 0.29% | Reduce -24.8% | 34,713 | $3.2M |
| Prelude Capital Management, LLC | 0.25% | No change | 34,610 | $3.2M |
| Wealth Watch Advisors, INC | 1.31% | New | 34,523 | $3.2M |
| LPWM LLC | 0.84% | Add +71.4% | 34,490 | $3.2M |
| Precision Wealth Strategies, LLC | 1.03% | Reduce -72.0% | 34,476 | $3.2M |
| Landmark Wealth Management, Inc. | 1.22% | Add +545.0% | 33,941 | $3.1M |
| DSG Capital Advisors, LLC | 0.49% | Reduce -55.2% | 33,775 | $3.1M |
| Concord Asset Management, LLC | 0.56% | Add +12.7% | 33,749 | $3.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.1% | 33,742 | $3.1M |
| Deutsche Bank AG | 0.00% | Add +12.1% | 33,653 | $3.1M |
| Accurate Wealth Management, LLC | 0.40% | Add +17.4% | 33,080 | $3.0M |
| Portfolio Design Labs, LLC | 0.52% | Reduce -1.1% | 32,886 | $3.0M |
| Ethos Financial Group, LLC | 0.24% | Add +22.3% | 32,828 | $3.0M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +1.0% | 32,782 | $3.0M |
| Shore Point Advisors, LLC | 1.32% | Add +14.7% | 32,587 | $3.0M |
| Humankind Investments LLC | 0.68% | Reduce -55.2% | 32,500 | $3.0M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.00% | Reduce -4.4% | 32,497 | $3.0M |
| Raleigh Capital Management Inc. | 1.12% | Add +806.3% | 32,172 | $3.0M |
| LongView Asset Management LLC | 2.02% | Add +21.9% | 31,861 | $2.9M |
| Silicon Valley Capital Partners | 0.27% | Reduce -22.5% | 31,688 | $2.9M |
| Kopion Asset Management, LLC | 1.88% | Add +65.7% | 31,618 | $2.9M |
| Rovin Capital /Ut/ | 0.80% | Add +23.6% | 31,485 | $2.9M |
| Snowden Capital Advisors LLC | 0.08% | Add +3.5% | 31,343 | $2.9M |
| Western Wealth Management, LLC | 0.15% | Reduce -31.8% | 31,336 | $2.9M |
| Lanark Financial, Inc. | 0.22% | Add +617.5% | 30,851 | $2.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.07% | Add +7.5% | 30,611 | $2.8M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +52.3% | 30,201 | $2.8M |
| Tranquilli Financial Advisor LLC | 1.63% | Add +14.7% | 30,117 | $2.8M |
| Curi Capital, LLC | 0.05% | Reduce -9.6% | 30,024 | $2.8M |
| Wellspring Financial Advisors, LLC | 0.25% | Reduce -51.8% | 29,780 | $2.7M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -6.5% | 29,708 | $2.7M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.4% | 29,206 | $2.7M |
| Parkside Financial Bank & Trust | 0.21% | Reduce -35.1% | 28,983 | $2.7M |
| RiverTree Advisors, LLC | 1.67% | Add +2.5% | 28,397 | $2.6M |
| Prostatis Group LLC | 0.65% | Reduce -15.6% | 28,373 | $2.6M |
| Family Manage LLC | 0.36% | Reduce -10.1% | 28,285 | $2.6M |
| Pinkerton Wealth, LLC | 0.28% | Reduce -2.2% | 28,110 | $2.6M |
| Vickerman Investment Advisors, Inc. | 0.52% | Reduce -18.2% | 27,854 | $2.6M |
| Cascade Financial Partners, LLC | 0.29% | Reduce -10.0% | 27,822 | $2.6M |
| Robinswood Financial LLC | 0.85% | Reduce -26.4% | 27,642 | $2.5M |
| Montis Financial, LLC | 0.58% | New | 27,475 | $2.5M |
| Principal Securities, Inc. | 0.04% | Add +43.4% | 26,954 | $2.5M |
| Northern Trust Corp. | 0.00% | Reduce -37.6% | 26,917 | $2.5M |
| StoneX Group Inc. | 0.11% | Reduce -20.5% | 26,665 | $2.4M |
| Blair William & Co. | 0.01% | Reduce -17.9% | 26,653 | $2.4M |
| Win Advisors, Inc. | 1.18% | New | 26,494 | $2.4M |
| Matrix Trust Co | 0.37% | Reduce -38.5% | 25,942 | $2.4M |
| Pecaut & Co. | 0.76% | Add +14.0% | 25,889 | $2.4M |
| Leading Edge Financial Planning LLC | 0.60% | Reduce -43.9% | 25,879 | $2.4M |
| Independent Wealth Network Inc. | 0.76% | Add +8.3% | 25,710 | $2.4M |
| Financial Network Wealth Advisors LLC | 2.57% | Reduce -30.9% | 25,584 | $2.3M |
| Paulson Wealth Management Inc. | 0.55% | Reduce -3.1% | 25,459 | $2.3M |
| Integrity Investment Advisors, LLC | 1.53% | New | 25,211 | $2.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.55% | Reduce -29.1% | 25,188 | $2.3M |
| Sage Mountain Advisors LLC | 0.13% | Reduce -45.1% | 25,030 | $2.3M |
| Coppell Advisory Solutions LLC | 0.24% | Reduce -33.8% | 25,010 | $2.3M |
| DBK Financial Counsel, LLC | 1.93% | Reduce -1.6% | 24,988 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -84.5% | 24,944 | $2.3M |
| JNBA Financial Advisors | 0.21% | Reduce -96.9% | 24,890 | $2.3M |
| Diversify Advisory Services, LLC | 0.08% | Add +6.4% | 24,773 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | Reduce -2.1% | 24,609 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.0% | 24,534 | $2.3M |
| Elmwood Wealth Management, Inc. | 0.79% | Reduce -2.5% | 24,285 | $2.2M |
| State Street Corp. | 0.00% | Reduce -90.7% | 23,829 | $2.2M |
| Culbertson A N & Co. Inc. | 0.31% | Add +167.9% | 23,750 | $2.2M |
| Beacon Wealthcare LLC | 0.76% | Reduce -28.2% | 23,606 | $2.2M |
| Hardman Johnston Global Advisors LLC | 0.11% | Reduce -33.3% | 23,350 | $2.1M |
| GatePass Capital, LLC | 1.26% | Reduce -29.6% | 23,325 | $2.1M |
| Steel Grove Capital Advisors, LLC | 0.25% | No change | 23,159 | $2.1M |
| Sound Income Strategies, LLC | 0.12% | Reduce -16.9% | 23,189 | $2.1M |
| Momentum Wealth Planning, LLC | 1.66% | Add +47.6% | 22,933 | $2.1M |
| NWF Advisory Services Inc. | 0.23% | New | 22,652 | $2.1M |
| FMR LLC | 0.00% | Add +4.8% | 22,549 | $2.1M |
| Bricktown Capital, LLC | 0.34% | New | 22,496 | $2.1M |
| Andina Capital Management, LLC | 1.17% | Reduce -21.4% | 22,493 | $2.1M |
| Parkwood LLC | 0.20% | Reduce -83.5% | 22,270 | $2.0M |
| Discipline Wealth Solutions, LLC | 0.54% | Add +276.1% | 22,129 | $2.0M |
| Sowell Financial Services LLC | 0.08% | Reduce -6.9% | 22,075 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 21,841 | $2.0M |
| Tennessee Valley Asset Management Partners | 0.27% | Add +22.1% | 21,673 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.83% | Add +0.9% | 21,610 | $2.0M |
| Nwam LLC | 0.11% | Reduce -0.4% | 21,572 | $2.0M |
| Phil A. Younker & Associates, Ltd. | 1.51% | Reduce -10.8% | 21,476 | $2.0M |
| Rebalance, LLC | 0.12% | Add +0.8% | 21,444 | $2.0M |
| Five Pine Wealth Management | 1.32% | Reduce -11.3% | 21,246 | $1.9M |
| Three Cord True Wealth Management, LLC | 1.32% | Add +13.1% | 21,189 | $1.9M |
| Choate Investment Advisors | 0.04% | Reduce -36.6% | 21,021 | $1.9M |
| Level Four Advisory Services, LLC | 0.07% | Add +13.8% | 20,910 | $1.9M |
| Moulton Wealth Management, Inc. | 1.39% | Reduce -50.9% | 20,808 | $1.9M |
| Prescott Group Capital Management, L.L.C. | 0.20% | Add +21.1% | 20,680 | $1.9M |
| Red Door Wealth Management, LLC | 0.20% | Add +1.3% | 20,664 | $1.9M |
| Mattson Financial Services, LLC | 0.45% | Add +16.6% | 20,479 | $1.9M |
| Beacon Bank & Trust | 0.40% | Reduce -39.5% | 20,329 | $1.9M |
| Eastern Bank | 0.03% | Reduce -0.9% | 20,204 | $1.9M |
| International Assets Investment Management, LLC | 0.15% | No change | 20,263 | $1.9M |
| Copley Financial Group, Inc. | 1.26% | Add +10.0% | 20,062 | $1.8M |
| Pilgrim Partners Asia Pte Ltd | 0.82% | — | 20,000 | $1.8M |
| Ascent Wealth Partners, LLC | 0.21% | Reduce -3.0% | 19,570 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +114.1% | 19,518 | $1.8M |
| Colonial River Investments, LLC | 0.66% | Reduce -12.5% | 19,475 | $1.8M |
| 44 Wealth Management LLC | 0.61% | Add +1.0% | 19,433 | $1.8M |
| Hengehold Capital Management LLC | 0.15% | Add +2.0% | 19,378 | $1.8M |
| Condor Capital Management | 0.15% | New | 19,309 | $1.8M |
| Mach-1 Financial Group, LLC | 0.28% | New | 19,138 | $1.8M |
| Integrity Advisory Solutions, LLC | 0.28% | — | 19,138 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Add +13.7% | 19,129 | $1.8M |
| WealthTrak Capital Management LLC | 1.44% | Add +19.6% | 19,077 | $1.8M |
| Unique Wealth, LLC | 0.26% | Add +25.3% | 19,055 | $1.7M |
| HFG Advisors, Inc. | 1.28% | Reduce -24.4% | 18,989 | $1.7M |
| Financial Management Professionals, Inc. | 0.18% | Reduce -1.4% | 18,548 | $1.7M |
| Brookwood Investment Group LLC | 0.22% | Reduce -31.4% | 18,461 | $1.7M |
| Balance Wealth Partners LLC | 0.42% | New | 18,364 | $1.7M |
| Outbound Financial Inc | 1.37% | Add +8.7% | 18,308 | $1.7M |
| Howard Financial Services, LTD. | 0.21% | Reduce -0.2% | 18,283 | $1.7M |
| Castleview Partners, LLC | 0.91% | Add +5.1% | 18,277 | $1.7M |
| Entruity Wealth, LLC | 1.30% | Reduce -11.8% | 18,229 | $1.7M |
| Oak Family Advisors, LLC | 0.54% | Add +233.1% | 18,207 | $1.7M |
| BayBridge Capital Group, LLC | 1.06% | Reduce -6.8% | 18,138 | $1.7M |
| Blueprint Investment Partners LLC | 0.23% | Reduce -63.9% | 17,991 | $1.7M |
| Vertex Planning Partners, LLC | 0.31% | Reduce -17.5% | 17,778 | $1.6M |
| Traub Capital Management LLC | 1.61% | Reduce -3.0% | 17,726 | $1.6M |
| Advyzon Investment Management, LLC | 0.28% | Add +100.8% | 17,652 | $1.6M |
| Serenus Wealth Advisors, LLC | 0.27% | Add +0.4% | 17,536 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +384.6% | 17,324 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Reduce -82.2% | 16,939 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Add +345.0% | 16,853 | $1.5M |
| SVB Wealth LLC | 0.08% | Reduce -30.1% | 16,780 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -91.5% | 16,643 | $1.5M |
| Creekmur Asset Management LLC | 0.25% | Reduce -14.5% | 16,587 | $1.5M |
| Ameliora Wealth Management Ltd. | 0.49% | No change | 16,163 | $1.5M |
| TLWM | 0.26% | Reduce -56.1% | 16,063 | $1.5M |
| NTV Asset Management LLC | 0.16% | Add +220.4% | 15,811 | $1.5M |
| CX Institutional | 0.04% | Reduce -98.0% | 15,801 | $1.4M |
| Betterment LLC | 0.00% | Add +10.4% | 15,629 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.14% | Add +59.2% | 15,514 | $1.4M |
| Eagle Global Advisors LLC | 0.05% | Reduce -15.6% | 15,450 | $1.4M |
| Certior Financial Group, LLC | 0.96% | Reduce -72.3% | 15,446 | $1.4M |
| World Investment Advisors | 0.03% | Add +2.5% | 15,265 | $1.4M |
| Black Swift Group, LLC | 0.25% | New | 15,250 | $1.4M |
| Financial & Tax Architects, LLC | 0.31% | Reduce -96.6% | 15,192 | $1.4M |
| Fourth Dimension Wealth, LLC | 0.53% | Reduce -3.5% | 15,063 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -83.1% | 15,045 | $1.4M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 15,000 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -18.2% | 14,908 | $1.4M |
| Faithward Advisors, LLC | 0.20% | Reduce -3.1% | 14,846 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.22% | Add +10.7% | 14,827 | $1.4M |
| Souders Financial Advisors | 0.16% | Add +5.8% | 14,794 | $1.4M |
| Pure Financial Advisors, LLC | 0.02% | Add +42.9% | 14,764 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.21% | Reduce -49.0% | 14,643 | $1.3M |
| Falcon Wealth Planning | 0.12% | Reduce -14.7% | 14,515 | $1.3M |
| Empowered Funds, LLC | 0.01% | Add +96.5% | 14,483 | $1.3M |
| Hara Capital LLC | 0.78% | Add +38.1% | 14,387 | $1.3M |
| Collier Financial | 0.98% | — | 14,228 | $1.3M |
| Sherman Asset Management, Inc. | 1.12% | Add +3.0% | 14,090 | $1.3M |
| Lionsbridge Wealth Management LLC | 1.26% | New | 13,994 | $1.3M |
| Axecap Investments, LLC | 0.79% | Add +1.0% | 13,988 | $1.3M |
| Balboa Wealth Partners | 0.22% | Reduce -54.8% | 13,897 | $1.3M |
| Petra Financial Advisors Inc. | 0.74% | Reduce -16.9% | 13,868 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -47.0% | 13,787 | $1.3M |
| Seed Wealth Management, Inc. | 0.87% | Reduce -11.8% | 13,755 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | Add +24.3% | 13,696 | $1.3M |
| Plan Group Financial, LLC | 0.34% | Add +56.3% | 13,658 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | No change | 13,528 | $1.2M |
| Brown Financial Advisors | 0.46% | Add +1.5% | 13,452 | $1.2M |
| Hutchinson Financial Advisors, INC | 1.21% | New | 13,422 | $1.2M |
| Rockport Wealth LLC | 0.25% | Reduce -1.3% | 13,387 | $1.2M |
| Americana Partners, LLC | 0.04% | New | 13,253 | $1.2M |
| Global Assets Advisory, LLC | 0.36% | Reduce -7.6% | 13,243 | $1.2M |
| Itau Unibanco Holding S.A. | 0.04% | New | 13,212 | $1.2M |
| Addison Capital Co | 0.36% | Reduce -6.4% | 13,189 | $1.2M |
| National Wealth Management Group, LLC | 0.46% | Add +12.1% | 13,168 | $1.2M |
| Brown Miller Wealth Management, LLC | 0.34% | Add +8.1% | 13,099 | $1.2M |
| McGowan Group Asset Management, Inc. | 0.15% | New | 13,095 | $1.2M |
| Capital CS Group, LLC | 1.97% | Add +4.3% | 13,027 | $1.2M |
| Sequent Planning LLC | 0.34% | New | 12,978 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Reduce -51.2% | 12,883 | $1.2M |
| Fortress Private Ledger, LLC | 0.43% | Add +44.0% | 12,824 | $1.2M |
| Creative Financial Designs Inc. | 0.08% | Add +2.4% | 12,647 | $1.2M |
| J Hagan Capital, Inc. | 0.70% | Add +40.8% | 12,588 | $1.2M |
| Goldstream Capital Management Ltd | 0.40% | No change | 12,504 | $1.1M |
| Meitav Investment House Ltd. | 0.02% | Reduce -22.2% | 12,541 | $1.1M |
| Portland Investment Counsel Inc. | 0.31% | Add +225.1% | 31,821 | $1.1M |
| Welch Group, LLC | 0.04% | Reduce -48.4% | 12,231 | $1.1M |
| CMC Financial Group | 2.07% | Add +23.7% | 12,179 | $1.1M |
| Retirement Capital Strategies | 0.43% | Add +5.5% | 12,126 | $1.1M |
| Tidemark, LLC | 0.32% | Reduce -5.2% | 12,085 | $1.1M |
| Realta Investment Advisors | 0.37% | Reduce -16.7% | 12,030 | $1.1M |
| Constant Guidance Financial LLC | 0.88% | Reduce -9.0% | 11,957 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -4.9% | 11,887 | $1.1M |
| Joel Adams & Associates, Inc. | 0.88% | Reduce -22.3% | 11,875 | $1.1M |
| Sax Wealth Advisors, LLC | 0.06% | Add +97.4% | 11,735 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -15.4% | 11,717 | $1.1M |
| McElhenny Sheffield Capital Management, LLC | 0.25% | Reduce -29.7% | 11,714 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +0.7% | 11,626 | $1.1M |
| Essex Financial Services, Inc. | 0.06% | Reduce -26.1% | 11,608 | $1.1M |
| Kickstand Ventures, Llc. | 0.23% | Add +122.4% | 11,537 | $1.1M |
| Arlington Trust Co LLC | 0.19% | Add +4.8% | 11,523 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.24% | Reduce -5.5% | 11,519 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.58% | Reduce -4.1% | 11,509 | $1.1M |
| Lifestyle Asset Management, Inc. | 0.36% | New | 11,485 | $1.1M |
| Mitchell Sinkler & Starr | 0.47% | Add +26.2% | 11,393 | $1.0M |
| International Private Wealth Advisors LLC | 0.66% | Add +79.8% | 11,377 | $1.0M |
| Cullen Capital Management, LLC | 0.01% | Reduce -68.2% | 11,332 | $1.0M |
| Thompson Davis & Co., Inc. | 0.64% | Add +17.7% | 11,297 | $1.0M |
| ORG Partners LLC | 0.19% | Reduce -23.6% | 11,234 | $1.0M |
| Cannell & Spears LLC | 0.02% | Add +7.5% | 11,111 | $1.0M |
| Tairen Capital Ltd | 0.11% | Reduce -61.9% | 11,100 | $1.0M |
| Saxony Capital Management, LLC | 0.67% | Reduce -28.4% | 11,072 | $1.0M |
| Fortune Financial Advisors, LLC | 0.76% | Add +0.5% | 11,048 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -9.7% | 10,945 | $1.0M |
| Arlington Partners LLC | 0.35% | No change | 10,904 | $1.0M |
| Berkshire Asset Management LLC | 0.04% | No change | 10,900 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -0.7% | 10,825 | $993K |
| Novus Advisors, LLC | 2.27% | New | 10,798 | $991K |
| TFR Capital, LLC. | 0.33% | Reduce -7.5% | 10,787 | $990K |
| Wealth Advisors of Iowa, LLC | 0.33% | New | 10,637 | $976K |
| Stiles Financial Services Inc | 0.30% | Reduce -45.3% | 10,452 | $959K |
| Dogwood Wealth Management LLC | 0.44% | Add +14.9% | 10,436 | $958K |
| DORVAL Corp | 0.31% | Add +24.6% | 10,362 | $951K |
| Coordinated Financial Services, Inc. | 0.62% | Reduce -10.0% | 10,350 | $950K |
| First Citizens Financial Corp | 0.46% | Reduce -7.9% | 10,246 | $940K |
| Capital Planning LLC | 0.27% | No change | 10,239 | $939K |
| Strait & Sound Wealth Management LLC | 0.36% | Reduce -17.0% | 10,235 | $939K |
| Sfmg, LLC | 0.07% | Reduce -14.8% | 10,229 | $939K |
| Smithfield Trust Co | 0.04% | No change | 10,157 | $933K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +7.0% | 10,158 | $932K |
| Perigon Wealth Management, LLC | 0.02% | Add +103.4% | 10,148 | $931K |
| Barnes Pettey Financial Advisors, LLC | 0.50% | Reduce -0.8% | 9,981 | $916K |
| Rialto Wealth Management, LLC | 0.24% | Reduce -62.7% | 9,936 | $912K |
| Waycross Investment Management Co | 0.93% | Add +0.9% | 9,890 | $907K |
| Waverly Advisors, LLC | 0.01% | Add +0.1% | 9,865 | $905K |
| West Michigan Advisors, LLC | 0.22% | Reduce -2.6% | 9,855 | $904K |
| Cornerstone Wealth Group, LLC | 0.06% | New | 9,835 | $902K |
| Richmond Investment Services, LLC | 0.17% | Reduce -68.8% | 9,779 | $897K |
| Axim Planning & Wealth | 0.71% | New | 9,756 | $895K |
| TRUE Private Wealth Advisors | 0.09% | Reduce -41.6% | 9,735 | $893K |
| Elevation Point Wealth Partners, LLC | 0.06% | New | 9,734 | $893K |
| Vigilare Wealth Management | 0.31% | Reduce -51.3% | 9,731 | $893K |
| Stratos Investment Management, LLC | 0.04% | Reduce -15.1% | 9,517 | $873K |
| Diligent Investors, LLC | 0.22% | Reduce -40.2% | 9,500 | $872K |
| Chicago Partners Investment Group LLC | 0.02% | Add +78.4% | 9,469 | $868K |
| Werba Rubin Papier Wealth Management | 0.14% | Reduce -47.6% | 9,448 | $867K |
| Van Hulzen Asset Management, LLC | 0.06% | Reduce -11.5% | 9,426 | $865K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -9.4% | 9,357 | $858K |
| Sharp Wealth Advisory, LLC | 0.47% | Add +0.5% | 9,349 | $858K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 9,139 | $839K |
| Sound Financial Strategies Group, LLC | 0.61% | No change | 9,090 | $834K |
| Alhambra Investment Management LLC | 0.40% | Add +2.0% | 9,086 | $834K |
| Sunpointe, LLC | 0.30% | Reduce -8.2% | 9,038 | $829K |
| Loomis Sayles & Co. L P | 0.00% | No change | 9,000 | $826K |
| Verum Partners LLC | 0.18% | Reduce -12.1% | 8,991 | $825K |
| Two Sigma Securities, LLC | 0.12% | Reduce -81.4% | 8,983 | $824K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | Reduce -8.7% | 8,875 | $814K |
| Pointe Capital Management LLC | 0.40% | Add +5.0% | 8,807 | $808K |
| Wealthcare Capital Management LLC | 0.08% | Add +16.2% | 8,770 | $805K |
| Presper Financial Architects, LLC | 0.46% | Reduce -17.3% | 8,693 | $798K |
| Claro Advisors Inc. | 0.12% | Add +38.6% | 8,690 | $797K |
| Miller Investment Management, LP | 0.08% | No change | 8,679 | $796K |
| Beese Fulmer Investment Management, Inc. | 0.05% | Add +55.0% | 8,658 | $794K |
| Capital Analysts, LLC | 0.02% | Reduce -64.5% | 8,485 | $778K |
| Councilor Wealth, LLC | 0.36% | Reduce -19.6% | 8,430 | $773K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 8,408 | $771K |
| Providence First Trust Co | 0.27% | Reduce -2.0% | 8,400 | $771K |
| Guardian Partners Inc. | 0.06% | Reduce -12.2% | 8,298 | $759K |
| Lincoln Capital Corp. | 0.27% | Reduce -4.3% | 8,268 | $759K |
| Waterloo Capital, L.P. | 0.06% | Reduce -30.6% | 8,232 | $755K |
| Naviter Wealth, LLC | 0.09% | Reduce -74.2% | 8,231 | $755K |
| DMC Group, LLC | 0.52% | Add +0.3% | 8,226 | $755K |
| Milestone Asset Management, LLC | 0.14% | Reduce -92.7% | 8,221 | $754K |
| Fig Financial Advisory Services Inc. | 0.47% | Add +4.1% | 8,096 | $743K |
| Ceera Investments, LLC | 0.23% | Add +37.3% | 7,979 | $732K |
| Janney Capital Management LLC | 0.05% | Add +18.7% | 7,931 | $728K |
| Koss-Olinger Consulting, LLC | 0.06% | No change | 7,900 | $725K |
| American Institute for Advanced Investment Management, LLP | 0.47% | Add +37.7% | 7,897 | $725K |
| Transcend Capital Advisors, LLC | 0.05% | Add +5.2% | 7,859 | $721K |
| Robinson Value Management, Ltd. | 0.42% | New | 7,831 | $718K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -5.0% | 7,719 | $708K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -68.8% | 7,669 | $704K |
| Nvwm, LLC | 0.15% | Reduce -5.8% | 7,491 | $687K |
| Scarborough Advisors, LLC | 0.12% | Add +339.5% | 7,489 | $687K |
| Client First Investment Management LLC | 0.35% | Reduce -15.3% | 7,486 | $687K |
| Saiph Capital, LLC | 0.25% | Reduce -94.3% | 7,469 | $685K |
| Mills Wealth Advisors LLC | 0.28% | Reduce -68.6% | 7,405 | $679K |
| RMR Capital Management, LLC | 0.46% | Add +0.8% | 7,159 | $657K |
| Carnegie Investment Counsel | 0.01% | Reduce -4.3% | 7,056 | $647K |
| Triad Wealth Partners, LLC | 0.08% | New | 7,036 | $646K |
| Medallion Wealth Advisors, LLC | 0.23% | Reduce -11.2% | 7,015 | $644K |
| Elm Partners Management LLC | 0.03% | Reduce -23.7% | 6,992 | $641K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 6,985 | $641K |
| Duncan Williams Asset Management, LLC | 0.18% | New | 6,979 | $640K |
| Eagle Strategies LLC | 0.09% | Add +0.6% | 6,931 | $636K |
| Lockerman Financial Group, Inc. | 0.80% | New | 6,924 | $635K |
| Briaud Financial Planning Inc | 0.20% | Add +30.3% | 6,734 | $618K |
| Rothschild Investment LLC | 0.03% | Add +20.2% | 6,713 | $616K |
| Arkfeld Wealth Strategies, L.L.C. | 0.22% | Add +0.4% | 6,718 | $615K |
| Prospera Financial Services Inc | 0.01% | Add +14.4% | 6,672 | $612K |
| Hobart Private Capital, LLC | 0.13% | Add +13.3% | 6,642 | $609K |
| XY Planning Network, Inc. | 0.21% | No change | 6,614 | $607K |
| Westfuller Advisors, LLC | 0.28% | Reduce -0.6% | 6,602 | $606K |
| Redwood Park Advisors LLC | 0.45% | Reduce -8.0% | 6,602 | $606K |
| Accredited Investors Inc. | 0.03% | Add +80.0% | 6,586 | $604K |
| Strategy Asset Managers LLC | 0.11% | New | 6,534 | $599K |
| Wealthcare Capital Partners, LLC | 0.28% | Reduce -1.3% | 6,534 | $599K |
| Golden State Wealth Management, LLC | 0.07% | Add +43.0% | 6,530 | $599K |
| Generation Capital Management LLC | 0.43% | Reduce -0.6% | 6,501 | $596K |
| Peak Asset Management, LLC | 0.10% | Add +120.0% | 6,475 | $594K |
| Oxinas Partners, LLC | 0.32% | Reduce -0.5% | 6,449 | $592K |
| Visionary Wealth Advisors | 0.03% | Reduce -9.9% | 6,441 | $591K |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.5% | 6,426 | $590K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -0.9% | 6,419 | $589K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -51.7% | 6,390 | $586K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.7% | 6,349 | $583K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 6,346 | $582K |
| McAdam, LLC | 0.03% | Reduce -14.1% | 6,333 | $581K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -29.3% | 6,328 | $581K |
| Triumph Capital Management | 0.16% | Reduce -7.2% | 6,326 | $580K |
| Karpus Management, Inc. | 0.02% | Reduce -13.7% | 6,290 | $577K |
| Columbia Advisory Partners LLC | 0.40% | Add +32.9% | 6,266 | $575K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.53% | Add +6.2% | 6,229 | $572K |
| Keystone Wealth Services, LLC | 0.12% | Reduce -63.1% | 6,208 | $570K |
| Florida Financial Advisors, LLC | 0.17% | Reduce -30.3% | 6,141 | $564K |
| Stokes Family Office, LLC | 0.05% | Reduce -16.2% | 6,122 | $562K |
| Regal Investment Advisors LLC | 0.04% | Reduce -21.2% | 6,111 | $561K |
| MFG Wealth Management, Inc. | 0.42% | Reduce -39.8% | 6,014 | $552K |
| Sei Investments Co. | 0.00% | New | 6,012 | $552K |
| Stonekeep Investments, LLC | 0.35% | Reduce -24.1% | 5,966 | $547K |
| Sloy Dahl & Holst, LLC | 0.06% | No change | 5,965 | $547K |
| Joel Isaacson & Co., LLC | 0.02% | Add +1.0% | 5,943 | $545K |
| Weaver Consulting Group | 0.14% | Add +1.9% | 5,908 | $542K |
| M&T Bank Corp | 0.00% | Add +6.2% | 5,822 | $534K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +5.7% | 5,807 | $533K |
| A4 Wealth Advisors LLC | 0.45% | — | 5,776 | $530K |
| HBK Sorce Advisory LLC | 0.01% | New | 5,761 | $528K |
| New Harbor Financial Group, LLC | 0.11% | New | 5,743 | $527K |
| Hummer Financial Advisory Services Inc | 0.38% | Add +7.5% | 5,700 | $523K |
| Motiv8 Investments LLC | 0.28% | Add +23.1% | 5,654 | $519K |
| Nemes Rush Group LLC | 0.05% | Add +6.8% | 5,632 | $517K |
| IRON Financial LLC | 0.25% | Add +9.9% | 5,616 | $515K |
| Wellington Shields Capital Management, LLC | 0.08% | Reduce -32.5% | 5,585 | $512K |
| United Asset Strategies, Inc. | 0.04% | Reduce -25.4% | 5,566 | $511K |
| Intellus Advisors LLC | 0.07% | Reduce -47.2% | 5,566 | $511K |
| Ascent Group, LLC | 0.02% | Reduce -8.9% | 5,553 | $509K |
| PYA Waltman Capital, LLC | 0.14% | Add +0.2% | 5,549 | $509K |
| First Financial Bankshares Inc | 0.01% | Add +6.0% | 5,540 | $508K |
| YHB Investment Advisors, Inc. | 0.04% | New | 5,500 | $505K |
| Royal Fund Management, LLC | 0.06% | Reduce -29.6% | 5,482 | $503K |
| Cardiff Park Advisors, LLC | 0.04% | Add +1.0% | 5,463 | $501K |
| Schusterman Interests, LLC | 0.11% | No change | 5,460 | $501K |
| Transatlantique Private Wealth LLC | 0.16% | No change | 5,443 | $499K |
| Affiance Financial, LLC | 0.09% | Reduce -23.0% | 5,420 | $497K |
| Formidable Asset Management, LLC | 0.08% | Add +11.9% | 5,413 | $497K |
| Sykon Capital LLC | 0.17% | Reduce -78.8% | 5,407 | $496K |
| Summa Corp. | 0.21% | Add +8.2% | 5,241 | $481K |
| Deane Retirement Strategies, Inc. | 0.20% | Add +77.5% | 5,168 | $474K |
| Heritage Wealth Management, Inc. | 0.14% | Reduce -3.7% | 5,165 | $474K |
| MMBG Investment Advisors Co. | 0.04% | Add +20.9% | 5,068 | $465K |
| Bourgeon Capital Management LLC | 0.09% | New | 5,067 | $465K |
| Magnolia Private Wealth, LLC | 0.34% | Reduce -34.6% | 5,046 | $463K |
| Catalyst Capital Advisors LLC | 0.01% | No change | 5,000 | $459K |
| L.M. Kohn & Company | 0.55% | Reduce -88.2% | 4,995 | $458K |
| Ascentis Independent Advisors | 0.08% | Add +11.4% | 4,985 | $457K |
| TCP Asset Management, LLC | 0.08% | No change | 4,981 | $457K |
| SpringVest Wealth Management LLC | 0.34% | Reduce -59.1% | 4,975 | $456K |
| City Center Advisors, LLC | 0.44% | Add +53.6% | 4,959 | $455K |
| Paladin Wealth, LLC | 0.33% | Reduce -2.1% | 4,954 | $455K |
| Kestra Investment Management, LLC | 0.01% | Reduce -10.3% | 4,909 | $450K |
| Stonegate Investment Group, LLC | 0.01% | Add +0.8% | 4,887 | $448K |
| Breakwater Capital Group | 0.07% | New | 4,867 | $447K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -81.0% | 4,861 | $446K |
| Capital Square, LLC | 0.23% | Add +0.7% | 4,856 | $446K |
| Blue Trust, Inc. | 0.01% | Add +84.3% | 4,854 | $445K |
| Vantage Point Financial LLC | 0.17% | New | 4,843 | $444K |
| Saxon Interests, Inc. | 0.17% | Reduce -8.3% | 4,795 | $440K |
| Auxano Advisors, LLC | 0.09% | Reduce -17.2% | 4,786 | $439K |
| Invst, LLC | 0.05% | Add +0.6% | 4,776 | $438K |
| Alteri Wealth LLC | 0.15% | Reduce -0.5% | 4,774 | $438K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -1.9% | 4,757 | $436K |
| Redwood Investment Management, LLC | 0.05% | Add +1.1% | 4,735 | $434K |
| Tower Wealth Partners, Inc. | 0.24% | Add +33.8% | 4,724 | $433K |
| Kings Path Partners LLC | 0.16% | Add +53.1% | 4,708 | $432K |
| St Germain D J Co. Inc. | 0.02% | Reduce -32.4% | 4,683 | $430K |
| Chicago Capital, LLC | 0.01% | Add +10.7% | 4,677 | $429K |
| Phillips Wealth Planners LLC | 0.35% | Add +35.4% | 4,659 | $426K |
| Silverleafe Capital Partners, LLC | 0.13% | Add +0.0% | 4,605 | $423K |
| Concorde Asset Management, LLC | 0.18% | — | 4,613 | $422K |
| Occidental Asset Management, LLC | 0.05% | Add +55.5% | 4,592 | $421K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -28.8% | 4,561 | $418K |
| Destiny Wealth Partners, LLC | 0.05% | Reduce -44.2% | 4,547 | $417K |
| Transcendent Capital Group LLC | 0.19% | Reduce -12.5% | 4,538 | $416K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -8.8% | 4,535 | $416K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -49.1% | 4,534 | $416K |
| WESPAC Advisors, LLC | 0.24% | Reduce -17.4% | 4,507 | $414K |
| Intellectus Partners, LLC | 0.08% | Reduce -64.6% | 4,500 | $413K |
| MPWM Advisory Solutions, LLC | 0.25% | Add +311.8% | 4,497 | $413K |
| Front Street Capital Management, Inc. | 0.06% | New | 4,480 | $411K |
| Roman Butler Fullerton & Co. | 0.11% | Add +59.9% | 4,479 | $411K |
| Rf&l Wealth Management, LLC | 0.24% | New | 4,455 | $409K |
| OneAscent Financial Services LLC | 0.03% | Reduce -43.0% | 4,420 | $406K |
| Virtue Capital Management, LLC | 0.06% | Reduce -99.5% | 827 | $403K |
| Eldridge Investment Advisors, Inc. | 0.09% | Reduce -4.6% | 4,388 | $401K |
| SFG Wealth Management, LLC. | 0.17% | New | 4,357 | $400K |
| Argent Trust Co | 0.01% | Add +5.3% | 4,355 | $400K |
| Evolution Wealth Advisors, LLC | 0.05% | Reduce -33.1% | 4,325 | $397K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +2.6% | 4,317 | $396K |
| Accent Capital Management, LLC | 0.16% | New | 4,253 | $390K |
| Kiker Wealth Management, LLC | 0.20% | Reduce -13.2% | 4,253 | $390K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +21.4% | 4,250 | $390K |
| HCR Wealth Advisors | 0.04% | Reduce -1.2% | 4,255 | $389K |
| Endowment Wealth Management, Inc. | 0.18% | Add +22.4% | 4,211 | $386K |
| VestGen Advisors, LLC | 0.01% | Reduce -12.1% | 4,178 | $383K |
| Kovack Advisors, Inc. | 0.04% | Add +9.5% | 4,175 | $383K |
| Capital Advisors Wealth Management, LLC | 0.05% | Reduce -3.3% | 4,161 | $382K |
| Global Financial Private Client, LLC | 0.14% | Add +59.9% | 4,155 | $381K |
| Freedom Investment Management, Inc. | 0.10% | Reduce -98.4% | 4,153 | $381K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -11.6% | 4,151 | $381K |
| Life Line Wealth Management LLC | 0.12% | Reduce -0.0% | 4,132 | $379K |
| Cidel Asset Management Inc. | 0.02% | Reduce -11.9% | 4,060 | $373K |
| Potentia Wealth | 0.14% | New | 4,059 | $372K |
| Littlejohn Financial Services, Inc. | 0.27% | Add +8.9% | 4,034 | $370K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Add +21.2% | 4,020 | $369K |
| Wealth Advisory Solutions, LLC | 0.09% | Add +3.6% | 4,009 | $368K |
| Clark Asset Management, LLC | 0.04% | New | 3,993 | $366K |
| Premier Path Wealth Partners, LLC | 0.05% | Add +3.2% | 3,987 | $366K |
| Acorn Wealth Advisors, LLC | 0.11% | New | 3,971 | $364K |
| Swmg, LLC | 0.11% | Add +23.7% | 3,954 | $362K |
| Ignite Planners, LLC | 0.06% | Reduce -2.4% | 3,942 | $362K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -56.2% | 3,934 | $361K |
| Farrow Financial, Inc. | 0.21% | Reduce -10.8% | 3,925 | $360K |
| Bravias Capital Group, LLC | 0.24% | Reduce -2.5% | 3,905 | $358K |
| CENTRAL TRUST Co | 0.01% | Reduce -1.0% | 3,903 | $358K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -2.2% | 3,882 | $356K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 3,874 | $355K |
| Marex Group Ltd | 0.00% | New | 3,846 | $353K |
| Evergreen Capital Management LLC | 0.01% | Add +0.9% | 3,839 | $352K |
| Lee Johnson Capital Management, LLC | 0.12% | No change | 3,818 | $350K |
| SPG Advisors LLC | 3.98% | Reduce -11.0% | 3,770 | $346K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 3,765 | $345K |
| Intrua Financial, LLC | 0.04% | New | 3,743 | $343K |
| Stonebridge Financial Planning Group, LLC | 0.13% | Reduce -0.8% | 3,723 | $342K |
| Richardson Financial Services Inc. | 0.21% | Add +142.2% | 3,715 | $341K |
| Destination Wealth Management | 0.01% | Add +4.7% | 3,710 | $340K |
| MinichMacGregor Wealth Management, LLC | 0.07% | New | 3,699 | $339K |
| Smartleaf Asset Management LLC | 0.02% | Add +307.1% | 3,692 | $339K |
| Fisher Asset Management | 0.00% | Reduce -24.2% | 3,687 | $338K |
| Lowe Wealth Advisors, LLC | 0.12% | Reduce -4.3% | 3,655 | $335K |
| Access Financial Services, Inc. | 0.12% | Reduce -21.7% | 3,643 | $334K |
| Apexium Financial, LP | 0.02% | Add +6.5% | 3,601 | $330K |
| Lifeworks Advisors, LLC | 0.04% | Add +5.1% | 3,592 | $330K |
| Financial Architects, LLC | 0.19% | Reduce -0.3% | 3,560 | $327K |
| Valtinson Bruner Financial Planning LLC | 0.10% | Reduce -4.5% | 3,537 | $324K |
| Valmark Advisers, Inc. | 0.00% | Reduce -5.4% | 3,530 | $324K |
| 4WEALTH Advisors, Inc. | 0.30% | Add +6.1% | 3,518 | $323K |
| Brentview Investment Management LLC | 0.15% | No change | 3,500 | $321K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 3,500 | $321K |
| Lodestone Wealth Management LLC | 0.14% | New | 3,500 | $321K |
| EdgeRock Capital LLC | 0.09% | Reduce -0.7% | 3,450 | $317K |
| Fiduciary Trust Co | 0.00% | Add +43.8% | 3,443 | $316K |
| Navigation Wealth Management, Inc. | 0.46% | Reduce -52.4% | 3,442 | $316K |
| Outlook Wealth Advisors, LLC | 0.08% | New | 3,435 | $315K |
| Empirical Asset Management, LLC | 0.09% | Add +5.7% | 3,430 | $315K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -38.4% | 3,430 | $315K |
| Prosperity Wealth Management, Inc. | 0.11% | Reduce -46.0% | 3,404 | $312K |
| HB Wealth Management, LLC | 0.00% | Add +15.7% | 3,336 | $306K |
| Talisman Wealth Advisors LLC | 0.25% | Add +0.8% | 3,321 | $305K |
| M1 Capital Management LLC | 0.13% | Reduce -5.3% | 3,318 | $304K |
| Loudon Investment Management, LLC | 0.16% | No change | 3,313 | $304K |
| Main Management LLC | 0.02% | Reduce -24.6% | 3,306 | $303K |
| Cypress Point Wealth Management, LLC | 0.06% | Add +1.0% | 3,291 | $302K |
| Kinloch Capital, LLC | 0.13% | No change | 3,274 | $300K |
| Kelly Financial Group LLC | 0.08% | New | 3,273 | $300K |
| Rossby Financial, LCC | 0.10% | Add +4.6% | 3,254 | $298K |
| Sepio Capital, LP | 0.02% | Reduce -43.3% | 3,237 | $297K |
| Emerald Advisors, LLC | 0.04% | New | 3,207 | $294K |
| Flagstar Securities, Inc. | 0.09% | Reduce -33.6% | 3,138 | $288K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.13% | New | 5,729 | $284K |
| Rothschild Wealth LLC | 0.06% | Reduce -46.5% | 3,100 | $284K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -88.6% | 3,095 | $284K |
| Novem Group | 0.03% | Add +13.3% | 3,093 | $284K |
| Delta Asset Management LLC | 0.02% | New | 3,088 | $283K |
| Mairs & Power Inc. | 0.00% | Add +26.8% | 3,082 | $283K |
| Golden Reserve Retirement LLC | 0.07% | New | 3,028 | $278K |
| Decker Retirement Planning Inc. | 0.15% | Reduce -0.7% | 3,020 | $277K |
| Portland Financial Advisors Inc | 0.59% | New | 3,011 | $276K |
| GWN Securities Inc. | 0.06% | Reduce -66.7% | 2,983 | $274K |
| Webster Bank, N. A. | 0.03% | Reduce -54.0% | 2,982 | $274K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 2,966 | $272K |
| United Advisor Group, LLC | 0.04% | Add +24.7% | 2,941 | $270K |
| Latitude Advisors, LLC | 0.12% | Reduce -9.8% | 2,925 | $268K |
| PAX Financial Group, LLC | 0.05% | Add +5.0% | 2,913 | $267K |
| White Lighthouse Investment Management Inc. | 0.04% | Reduce -10.2% | 2,902 | $266K |
| Strategic Investment Solutions, Inc. | 0.07% | No change | 2,879 | $264K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 2,871 | $263K |
| Eagle Harbor Asset Management Inc. | 0.23% | New | 2,870 | $263K |
| Revere Asset Management, Inc | 0.10% | New | 2,870 | $263K |
| Second Line Capital, LLC | 0.05% | Reduce -4.7% | 2,858 | $262K |
| SimpliFi, Inc. | 0.11% | New | 2,835 | $260K |
| Matauro, LLC | 0.04% | Add +1.0% | 2,818 | $259K |
| Secure Asset Management, LLC | 0.04% | Reduce -0.6% | 2,826 | $258K |
| Paragon Private Wealth Management, LLC | 0.08% | Reduce -5.2% | 2,810 | $258K |
| Rinkey Investments | 0.07% | New | 2,808 | $258K |
| Moors & Cabot, Inc. | 0.01% | Reduce -12.4% | 2,805 | $257K |
| Attessa Capital LLC | 0.15% | New | 2,798 | $257K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -11.9% | 2,787 | $256K |
| LifeWealth Investments, LLC | 0.08% | No change | 2,736 | $251K |
| Richmond Brothers, Inc. | 0.16% | New | 2,731 | $251K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 2,731 | $251K |
| Yukon Wealth Management, Inc. | 0.08% | New | 2,729 | $250K |
| Buck Wealth Strategies, LLC | 0.03% | Add +23.8% | 2,708 | $249K |
| Summit Financial Consulting LLC | 0.20% | New | 2,698 | $248K |
| True Vision MN LLC | 0.13% | New | 2,683 | $246K |
| Oldfather Financial Services, LLC | 0.08% | Add +16.7% | 2,673 | $245K |
| Bogart Wealth, LLC | 0.01% | Add +26.3% | 2,657 | $244K |
| Fayez Sarofim & Co | 0.00% | Add +19.8% | 2,635 | $242K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +1.6% | 2,574 | $236K |
| Apeiron RIA LLC | 0.05% | Reduce -4.0% | 2,578 | $236K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.7% | 2,565 | $235K |
| Argyle Capital Management, LLC | 0.08% | Reduce -14.6% | 2,552 | $234K |
| Smith Salley Wealth Management | 0.01% | No change | 2,546 | $234K |
| Salvus Wealth Management, LLC | 0.13% | Reduce -86.5% | 2,543 | $233K |
| Platform Technology Partners | 0.06% | Reduce -49.3% | 2,528 | $232K |
| NBT Bank, N.A. | 0.01% | Reduce -14.3% | 2,516 | $231K |
| IFS Group,LLC | 0.20% | — | 2,523 | $231K |
| L & S Advisors Inc | 0.02% | Reduce -0.2% | 2,513 | $231K |
| WealthBridge Capital Management, LLC | 0.05% | Add +0.4% | 2,489 | $228K |
| OneAscent Wealth Management LLC | 0.08% | Reduce -15.2% | 2,486 | $228K |
| First Affirmative Financial Network | 0.11% | New | 2,485 | $228K |
| Naples Global Advisors, LLC | 0.02% | New | 2,471 | $227K |
| Verity Asset Management, Inc. | 0.07% | Add +5.0% | 2,459 | $226K |
| Soundwatch Capital LLC | 0.04% | Reduce -97.5% | 2,456 | $225K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,451 | $225K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -2.2% | 2,431 | $223K |
| GAMMA Investing LLC | 0.01% | Reduce -83.3% | 2,411 | $221K |
| Magnus Financial Group LLC | 0.02% | Reduce -40.3% | 2,390 | $219K |
| Wealth Alliance, LLC | 0.02% | Reduce -6.9% | 2,386 | $219K |
| Members Wealth LLC | 0.14% | — | 2,390 | $219K |
| MRA Advisory Group | 0.10% | Reduce -5.7% | 2,381 | $218K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -4.2% | 2,356 | $216K |
| TFB Advisors LLC | 0.06% | Reduce -91.2% | 2,359 | $216K |
| Covington Investment Advisors Inc. | 0.03% | New | 2,350 | $216K |
| Fulcrum Equity Management | 0.22% | Reduce -83.9% | 2,333 | $214K |
| Lloyd Advisory Services, LLC. | 0.10% | Reduce -2.1% | 2,316 | $212K |
| Godsey & Gibb, Inc. | 0.02% | Add +33.8% | 2,314 | $212K |
| Staley Capital Advisers Inc. | 0.01% | New | 2,300 | $211K |
| Cooper Financial Group | 0.02% | New | 2,299 | $211K |
| Northeast Planning Associates, Inc. / NH / | 0.18% | New | 2,275 | $209K |
| Columbia Asset Management | 0.04% | New | 2,250 | $206K |
| Fielder Capital Group LLC | 0.05% | New | 2,245 | $206K |
| GEM Asset Management, LLC | 0.10% | No change | 2,250 | $206K |
| Lake Street Private Wealth, LLC | 0.03% | Add +1.1% | 2,243 | $206K |
| Accretive Wealth Partners, LLC | 0.06% | New | 2,235 | $205K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +641.7% | 2,225 | $204K |
| Iron Gate Global Advisors LLC | 0.02% | No change | 2,221 | $204K |
| Lazari Capital Management, Inc. | 0.07% | New | 2,217 | $203K |
| Cottage Street Advisors LLC | 0.09% | Add +0.7% | 2,200 | $202K |
| Valued Retirements, Inc. | 0.23% | No change | 2,200 | $202K |
| Colonial Trust Co / SC | 0.03% | Add +1600.8% | 2,126 | $195K |
| Evolution Wealth Management Inc. | 0.20% | No change | 2,082 | $191K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -3.2% | 2,029 | $186K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -31.6% | 1,983 | $182K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -22.7% | 1,831 | $168K |
| Ascentis Wealth Management, LLC | 0.04% | Reduce -1.1% | 1,593 | $146K |
| Transce3nd, LLC | 1.19% | Reduce -99.1% | 1,460 | $134K |
| Financial Life Planners | 0.09% | New | 1,387 | $127K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -75.5% | 1,378 | $126K |
| Darwin Wealth Management, LLC | 0.04% | Add +0.3% | 1,347 | $124K |
| CVA Family Office, LLC | 0.02% | No change | 1,338 | $123K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -40.5% | 1,306 | $120K |
| Consultiva Wealth Management, Corp. | 0.33% | No change | 1,287 | $118K |
| Solstein Capital, LLC | 0.05% | Reduce -0.9% | 1,266 | $116K |
| Howe & Rusling Inc. | 0.01% | Reduce -31.4% | 1,265 | $116K |
| Crewe Advisors LLC | 0.01% | Add +47.6% | 1,218 | $112K |
| Simplex Trading, LLC | 0.00% | Reduce -30.9% | 1,112 | $102K |
| MGB Wealth Management, LLC | 0.03% | Add +0.4% | 1,104 | $101K |
| Clark Wealth Partners | 0.06% | Add +2.5% | 1,064 | $97K |
| Root Financial Partners, LLC | 0.01% | Reduce -62.2% | 1,021 | $94K |
| Ogorek Anthony Joseph /NY/ | 0.03% | Add +0.6% | 976 | $89K |
| Hemington Wealth Management | 0.01% | No change | 967 | $88K |
| Weaver Capital Management LLC | 0.02% | Reduce -99.7% | 854 | $78K |
| First Horizon Corp. | 0.00% | — | 828 | $76K |
| N.E.W. Advisory Services LLC | 0.01% | Add +45.8% | 825 | $76K |
| Raffa Wealth Management, LLC | 0.01% | Add +1.0% | 820 | $75K |
| Bessemer Group Inc. | 0.00% | New | 815 | $75K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.15% | Reduce -80.0% | 814 | $75K |
| Covestor Ltd | 0.04% | Reduce -17.0% | 804 | $74K |
| Motco | 0.01% | New | 771 | $71K |
| Ameriflex Group, Inc. | 0.03% | Add +58.9% | 766 | $70K |
| Ballast Advisors LLC | 0.02% | New | 745 | $68K |
| Copia Wealth Management | 0.04% | No change | 651 | $60K |
| Highline Wealth Partners LLC | 0.02% | Reduce -57.1% | 622 | $57K |
| Costello Asset Management, INC | 0.02% | Add +1.0% | 601 | $55K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.0% | 597 | $55K |
| Winthrop Capital Management, LLC | 0.01% | No change | 589 | $54K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -32.6% | 559 | $51K |
| Bangor Savings Bank | 0.00% | No change | 546 | $50K |
| Fifth Third Bancorp | 0.00% | Add +2239.1% | 538 | $49K |
| Catherine Avery Investment Management LLC | 0.03% | Add +153.9% | 518 | $48K |
| WealthShield Partners, LLC | 0.01% | Reduce -51.0% | 506 | $46K |
| Imprint Wealth LLC | 0.14% | — | 484 | $44K |
| Anfield Capital Management, LLC | 0.01% | Add +2.2% | 474 | $43K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -25.6% | 436 | $40K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -35.4% | 435 | $40K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -90.4% | 412 | $38K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +46.7% | 396 | $36K |
| Global Trust Asset Management, LLC | 0.01% | No change | 340 | $31K |
| Balentine LLC | 0.00% | No change | 335 | $31K |
| Ancora Advisors LLC | 0.00% | Add +3.8% | 328 | $30K |
| City Holding Co. | 0.00% | Add +675.0% | 310 | $28K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 299 | $27K |
| WFA of San Diego, LLC | 0.02% | Add +1860.0% | 294 | $27K |
| Atlantic Union Bankshares Corp | 0.00% | Add +77.8% | 272 | $25K |
| Ashton Thomas Securities, LLC | 0.00% | New | 271 | $25K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $24K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 252 | $23K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 240 | $22K |
| Guerra Advisors Inc | 0.01% | New | 220 | $20K |
| Main Street Group, LTD | 0.01% | No change | 220 | $20K |
| Mather Group, Llc. | 0.00% | New | 218 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -31.3% | 215 | $20K |
| Provident Wealth Management, LLC | 0.01% | Add +17.1% | 206 | $19K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 202 | $19K |
| Truvestments Capital LLC | 0.00% | New | 199 | $18K |
| Rakuten Investment Management, Inc. | 0.00% | — | 197 | $18K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -89.2% | 151 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 150 | $14K |
| Avion Wealth | 0.00% | No change | 152 | $13K |
| Dagco, Inc. | 0.00% | No change | 135 | $12K |
| Hollencrest Capital Management | 0.00% | Reduce -91.3% | 133 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 124 | $11K |
| Global Wealth Strategies & Associates | 0.00% | New | 108 | $10K |
| LRI Investments, LLC | 0.00% | No change | 107 | $10K |
| Mountain Hill Investment Partners Corp. | 0.01% | New | 100 | $9K |
| Wellington Shields & Co., LLC | 0.00% | No change | 99 | $9K |
| Franklin Resources Inc. | 0.00% | Reduce -26.1% | 99 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 89 | $8K |
| REAP Financial Group, LLC | 0.00% | Add +4.8% | 88 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 84 | $8K |
| TCTC Holdings, LLC | 0.00% | No change | 80 | $7K |
| NFSG Corp | 0.00% | No change | 76 | $7K |
| IMG Wealth Management, Inc. | 0.00% | No change | 74 | $7K |
| Signaturefd, LLC | 0.00% | Add +48.0% | 74 | $7K |
| Centerpoint Advisors, LLC | 0.00% | New | 70 | $6K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 64 | $6K |
| Cheviot Value Management, LLC | 0.00% | Reduce -41.7% | 63 | $6K |
| Coastline Trust Co | 0.00% | No change | 61 | $6K |
| Accordant Advisory Group Inc | 0.00% | New | 56 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +133.3% | 49 | $4K |
| Evergreen Private Wealth LLC | 0.00% | No change | 43 | $4K |
| Key Financial Inc | 0.00% | Reduce -55.8% | 42 | $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 -78.9% | 35 | $3K |
| Bfsg, LLC | 0.00% | No change | 28 | $3K |
| Crews Bank & Trust | 0.00% | No change | 23 | $2K |
| McIlrath & Eck, LLC | 0.00% | New | 23 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 22 | $2K |
| Aventura Private Wealth, LLC | 0.00% | Reduce -69.1% | 17 | $2K |
| Toronto Dominion Bank | 0.00% | Reduce -98.7% | 14 | $1K |
| City State Bank | 0.00% | No change | 13 | $1K |
| Colonial Trust Advisors | 0.00% | No change | 8 | $770 |
| First Pacific Financial | 0.00% | New | 8 | $734 |
| Kilter Group LLC | 0.00% | Reduce -40.0% | 6 | $547 |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -73.3% | 4 | $389 |
| POM Investment Strategies, LLC | 0.00% | New | 2 | $184 |
| Russell Investments Group, Ltd. | 0.00% | Add +0.0% | 1 | $116 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $106 |
"% 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.