SS SPDR BB 1-3M T-Bill ETFBILETF

13F holders, Q4 2025 (December 31)
1,244holders +74
97new positions
106sold out
5famous investors
$91.35avg. 13F price*

At the end of Q4 2025, 1,244 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 74 from Q3 2025. 97 opened new positions and 106 sold out. The largest holders were Morgan Stanley ($2.2B), Bank of America Corp. ($1.5B) and LPL Financial LLC ($1.2B). 5 famous investors held it, including Joel Greenblatt (0.5% of Gotham Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Stephen Yacktman (0.2% of Yacktman Asset Management's portfolio).

Company
SS SPDR BB 1-3M T-Bill ETF
Filed as
SPDR SERIES TRUST (Q4 2025)
CUSIP
78468R663
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions97$231.3M
Exits106$236.5M

All 13F filers, Q3 2025 → Q4 2025: 24,508,292 shares bought and 20,132,144 shares sold, net +4,376,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,244 holders

Morgan Stanley 0.13% Reduce -4.0% 23,815,971 $2.2B
Bank of America Corp. 0.11% Add +0.2% 16,434,502 $1.5B
LPL Financial LLC 0.33% Reduce -0.5% 13,175,217 $1.2B
UBS Group AG 0.15% Add +3.4% 8,197,313 $749.1M
Royal Bank of Canada 0.13% Reduce -2.7% 8,168,135 $746.4M
Wells Fargo & Company 0.13% Add +4.2% 6,985,142 $638.3M
Capital Wealth Planning, LLC 2.84% Add +4.7% 4,808,345 $439.4M
Stifel Financial Corp. 0.38% Reduce -2.7% 4,663,447 $426.1M
AQR Capital Management 0.22% Add +2.7% 4,617,074 $421.9M
Raymond James Financial Inc. 0.12% Add +0.4% 4,186,242 $382.5M
Ieq Capital, LLC 1.10% Add +26.7% 4,010,468 $366.5M
Captrust Financial Advisors 0.69% Add +3.5% 3,942,405 $360.3M
Capital International Investors 0.05% Add +8.0% 3,190,426 $291.5M
Envestnet Asset Management Inc. 0.08% Reduce -32.8% 3,061,074 $279.7M
Cetera Investment Advisers 0.29% Add +7.6% 2,861,381 $261.5M
Banco Bilbao Vizcaya Argentaria, S.A. 1.75% Add +16.9% 2,741,333 $251.0M
Cwm, LLC 0.61% Reduce -13.1% 2,471,078 $225.8M
3EDGE Asset Management, LP 11.61% Add +103.4% 2,448,032 $223.7M
Oppenheimer Asset Management Inc. 2.59% Add +0.0% 2,305,631 $210.7M
Osaic Holdings, Inc. 0.30% Reduce -7.3% 2,233,352 $204.1M
Ashton Thomas Private Wealth, LLC 4.46% Add +0.6% 1,997,439 $182.5M
Cambridge Investment Research Advisors, Inc. 0.41% Add +33.5% 1,695,724 $155.0M
BlackRock, Inc. 0.00% Reduce -5.6% 1,587,216 $145.0M
Composition Wealth, LLC 2.06% Add +96.6% 1,570,243 $143.5M
Moneta Group Investment Advisors LLC 1.08% Add +53.6% 1,554,738 $142.1M
Rockefeller Capital Management L.P. 0.25% Reduce -8.9% 1,540,704 $140.8M
Ameriprise Financial Inc. 0.03% Add +14.6% 1,468,207 $134.2M
Assetmark, Inc. 0.27% Add +19.1% 1,460,447 $133.5M
Agf Management Ltd. 0.57% Reduce -11.5% 1,428,135 $130.5M
ArrowMark Colorado Holdings LLC 2.84% Reduce -9.6% 1,413,002 $129.1M
Gotham Asset Management 0.47% Add +380.7% 1,402,978 $128.2M
Creative Planning 0.09% Add +0.4% 1,395,038 $127.5M
Bank of Montreal 0.05% Add +132.1% 1,286,215 $117.5M
Dakota Wealth Management 1.99% Reduce -5.7% 1,224,459 $111.9M
Impact Partnership Wealth, LLC 13.64% Add +9.5% 1,163,796 $106.3M
MBL Wealth, LLC 8.05% Add +2.9% 1,098,043 $100.3M
Prescott Group Capital Management, L.L.C. 9.00% Add +5024.3% 1,059,708 $96.8M
Northwestern Mutual Wealth Management Co. 0.06% Add +2.7% 1,056,438 $96.5M
Sandhill Capital Partners LLC 6.45% Add +6.5% 990,791 $90.5M
Randolph Co Inc 8.47% Add +121.3% 967,116 $88.4M
Foundations Investment Advisors, LLC 1.09% Reduce -47.6% 912,502 $83.4M
Truist Financial Corp. 0.11% Reduce -67.9% 907,445 $82.9M
Eagle Capital Management LLC 0.25% Add +0.8% 880,977 $80.5M
Mariner, LLC 0.10% Add +18.5% 878,240 $80.3M
Private Advisor Group, LLC 0.37% Reduce -14.9% 850,601 $77.7M
Valence8 US LP 22.59% Add +100.0% 834,451 $76.3M
Sprott Inc. 2.73% Add +6.0% 830,949 $75.9M
MML Investors Services, LLC 0.17% Add +4.3% 774,549 $70.8M
Commonwealth Equity Services, LLC 0.09% Add +48.4% 763,768 $69.8M
Axxcess Wealth Management, LLC 1.22% Reduce -17.6% 750,239 $68.6M
Mercer Global Advisors Inc. 0.10% Add +16.6% 738,347 $67.5M
First Eagle Investment Management, LLC 0.11% Add +77.8% 712,283 $65.1M
Capital Investment Advisory Services, LLC 4.59% New 709,767 $64.9M
Howard Capital Management, LLC 0.83% Reduce -24.6% 703,089 $64.2M
Baird Financial Group, Inc. 0.10% Add +3.3% 683,314 $62.4M
HighTower Advisors, LLC 0.07% Add +15.5% 682,168 $62.3M
Permanens Capital L.P. 7.91% Add +50.4% 664,112 $60.7M
Perigon Wealth Management, LLC 1.08% Add +6380.7% 657,660 $60.1M
Synergy Asset Management, LLC 5.48% Reduce -69.3% 576,488 $52.7M
Twelve Points Wealth Management LLC 11.84% Add +8.9% 575,014 $52.6M
Verdence Capital Advisors LLC 3.07% Add +4.1% 568,252 $51.9M
Acorns Advisers, LLC 0.39% Add +2.7% 562,960 $51.4M
EverSource Wealth Advisors, LLC 1.88% Add +53.5% 557,665 $51.0M
Capital Asset Advisory Services LLC 2.00% Reduce -25.9% 543,548 $49.7M
Northstar Group, Inc. 6.88% Add +4.2% 534,815 $48.9M
Salomon & Ludwin, LLC 4.29% Add +1.7% 531,118 $48.5M
Jefferies Financial Group Inc. 0.40% Add +3.7% 522,383 $47.7M
EP Wealth Advisors, LLC 0.25% — 520,940 $47.6M
Hibernia Wealth Partners, LLC 14.25% Add +93.6% 518,073 $47.3M
Steward Partners Investment Advisory, LLC 0.26% Add +32.2% 518,021 $47.3M
Focus Partners Wealth 0.05% Add +142.3% 490,507 $44.8M
Mirae Asset Global Investments Co., Ltd. 0.12% Add +140.4% 488,000 $44.6M
Dimension Capital Management LLC 6.03% Reduce -6.5% 470,880 $43.0M
Second Half Financial Partners, LLC 19.04% No change 469,315 $42.9M
&partners 0.22% Add +7.6% 466,920 $42.7M
Relyea Zuckerberg Hanson LLC 4.27% Add +10.5% 462,338 $42.2M
CWA Asset Management Group, LLC 1.52% Reduce -10.8% 462,029 $42.2M
Oppenheimer & Co. Inc. 0.60% Add +63.1% 460,727 $42.1M
Bell Bank 1.72% Add +0.3% 441,486 $40.3M
Sicart Associates LLC 10.66% Add +1.9% 439,682 $40.2M
Apriem Advisors 3.67% Add +6.1% 437,425 $40.0M
McGuire Investment Group, LLC 4.26% Add +29.1% 436,252 $39.9M
Advisory Services Network, LLC 0.56% Reduce -6.1% 435,435 $39.8M
Gradient Investments LLC 0.62% Add +17.1% 428,794 $39.2M
Running Point Capital Advisors, LLC 10.53% Reduce -25.3% 422,689 $38.6M
Sollinda Capital Management LLC 9.79% Add +11.6% 419,612 $38.3M
12th Street Asset Management Company, LLC 6.20% Reduce -30.8% 411,463 $37.6M
B. Riley Wealth Advisors, Inc. 1.77% Add +3.4% 410,061 $37.5M
Farther Finance Advisors, LLC 0.40% Add +31.3% 407,901 $37.3M
Rehmann Capital Advisory Group 1.94% Add +11.2% 406,717 $37.2M
Scotia Capital Inc. 0.15% Reduce -17.2% 396,674 $36.2M
Cypress Capital, LLC 10.15% Add +13.4% 396,462 $36.2M
Natixis Advisors, LLC 0.05% Add +5.5% 395,362 $36.1M
Brookstone Capital Management 0.41% Reduce -12.3% 392,883 $35.9M
D.A. Davidson & Co. 0.22% Add +53.1% 392,731 $35.9M
RFG Advisory, LLC 0.67% Reduce -2.3% 391,021 $35.7M
Inscription Capital, LLC 3.62% Add +55.2% 385,448 $35.2M
NewEdge Advisors, LLC 0.13% Reduce -11.1% 381,752 $34.9M
Capital World Investors 0.00% Add +35.4% 381,762 $34.9M
Mutual Advisors, LLC 0.75% Reduce -14.7% 380,353 $34.8M
National Bank of Canada 0.04% Add +359.7% 379,729 $34.7M
Twin Lakes Capital Management, LLC 15.21% Add +2.7% 374,717 $34.2M
Equitable Holdings, Inc. 0.22% Reduce -7.7% 359,743 $32.9M
Portside Wealth Group, LLC 4.43% Add +22.1% 357,698 $32.7M
North Capital, Inc. 28.02% Add +6.5% 355,783 $32.5M
One Capital Management, LLC 0.98% Add +23.8% 354,636 $32.4M
Thrivent Financial for Lutherans 0.06% Add +24.8% 352,010 $32.2M
Convergence Financial, LLC 4.66% Add +0.8% 349,230 $31.9M
Centaurus Financial, Inc. 1.46% Add +2.0% 348,967 $31.9M
WCG Wealth Advisors LLC 0.87% Add +116.2% 340,044 $31.1M
Nutshell Asset Management Ltd 11.08% No change 340,000 $31.1M
Tectonic Advisors LLC 1.63% Reduce -0.1% 338,888 $31.0M
Wealth Enhancement Advisory Services, LLC 0.04% Add +2.9% 338,605 $31.0M
Barry Investment Advisors, LLC 6.73% Add +57.7% 330,702 $30.2M
Merit Financial Group, LLC 0.24% Reduce -18.6% 322,727 $29.5M
McNamara Financial Services, Inc. 5.59% Add +0.7% 322,559 $29.5M
Ausdal Financial Partners, Inc. 1.36% Reduce -3.5% 320,473 $29.3M
Bison Wealth, LLC 3.29% Add +190.4% 319,648 $29.3M
Udine Wealth Management, Inc. 13.70% Add +1.2% 317,197 $29.0M
Brasada Capital Management, LP 4.98% Reduce -6.8% 316,769 $29.0M
Carrera Capital Advisors 4.84% Reduce -5.4% 314,703 $28.8M
Pacific Point Advisors, LLC 15.38% Add +18.4% 314,325 $28.7M
Allworth Financial LP 0.12% Reduce -13.8% 312,521 $28.6M
WealthPlan Investment Management, LLC 1.76% Reduce -3.0% 302,987 $27.7M
Integrated Advisors Network LLC 1.21% Add +19.4% 299,727 $27.4M
Auour Investments LLC 8.70% Reduce -28.3% 299,070 $27.3M
Schroder Investment Management Group 0.02% Add +26.5% 298,275 $27.3M
Acorn Financial Advisory Services Inc. 3.96% Add +60.1% 293,439 $26.8M
Teamwork Financial Advisors, LLC 2.85% Reduce -24.1% 292,349 $26.7M
Strategic Investment Advisors / MI 2.31% Add +14091.9% 292,069 $26.7M
Sanctuary Advisors, LLC 0.14% Reduce -7.7% 288,648 $26.4M
Cresset Asset Management, LLC 0.11% Add +7.5% 285,475 $26.1M
Marex Group Ltd 0.28% Add +7295.6% 284,434 $26.0M
Fortis Group Advisors, LLC 4.30% Reduce -26.3% 279,437 $25.6M
Quantinno Capital Management LP 0.05% Reduce -16.2% 279,345 $25.5M
United Capital Financial Advisors, LLC 0.15% Add +4.7% 279,057 $25.5M
Integrity Alliance, Llc. 0.92% Reduce -0.1% 276,031 $25.2M
Exchange Traded Concepts, LLC 0.21% Reduce -0.3% 274,555 $25.1M
Turning Point Benefit Group, Inc. 13.06% Reduce -6.8% 273,683 $25.0M
Dean, Jacobson Financial Services, LLC 15.84% Add +2.4% 273,248 $25.0M
Kingsview Wealth Management, LLC 0.35% Reduce -7.9% 264,593 $24.2M
Arete Wealth Advisors, LLC 1.67% Add +67.5% 263,363 $24.1M
Beacon Financial Group 2.39% Add +15.3% 263,157 $24.0M
Founders Grove Wealth Partners, LLC 5.32% Add +9.3% 258,693 $23.6M
Fort Point Capital Partners LLC 2.80% Reduce -27.9% 252,462 $23.1M
Citigroup Inc. 0.02% Reduce -11.9% 252,392 $23.1M
Keating Investment Counselors Inc. 6.38% Add +1.8% 251,628 $23.0M
Berkshire Money Management, Inc. 2.19% Add +2.8% 251,294 $23.0M
Parkwood LLC 1.93% Add +1014.0% 248,100 $22.7M
Heritage Oak Wealth Advisors LLC 8.36% Add +22.2% 247,357 $22.6M
Winch Advisory Services, LLC 4.98% Add +2.5% 246,342 $22.5M
Integrated Wealth Concepts LLC 0.27% Reduce -22.9% 246,022 $22.5M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -61.3% 242,869 $22.2M
Sound Portfolio Advisors, LLC 18.37% — 239,342 $21.9M
Banco Santander, S.A. 0.16% Add +213.7% 236,938 $21.7M
Alethea Capital Management, LLC 10.50% Reduce -24.2% 236,611 $21.6M
NorthRock Partners, LLC 0.37% Reduce -10.3% 236,491 $21.6M
Beacon Capital Management, Inc. 1.14% Reduce -0.4% 233,503 $21.3M
Ebert Capital Management Inc. 20.55% — 231,869 $21.3M
Jacobi Capital Management LLC 1.23% New 232,489 $21.2M
Night Owl Capital Management, LLC 2.28% Add +21.9% 227,208 $20.8M
Beaumont Financial Advisors, LLC 1.37% Add +18.1% 227,016 $20.7M
Saratoga Research & Investment Management 1.08% Reduce -8.3% 225,181 $20.6M
Hilton Capital Management, LLC 1.54% Add +238.4% 224,336 $20.5M
Hippocratic Financial Advisors, LLC 9.43% Reduce -24.1% 223,947 $20.5M
IHT Wealth Management, LLC 0.48% Add +22.5% 217,913 $19.9M
Trivium Point Advisory, LLC 1.98% Add +22.2% 215,512 $19.7M
Citizens Financial Group Inc. 0.26% Add +15.0% 215,455 $19.7M
Global Retirement Partners, LLC 0.35% Add +21.7% 213,105 $19.5M
Concurrent Investment Advisors, LLC 0.22% Reduce -32.8% 212,921 $19.5M
Maridea Wealth Management LLC 2.93% Add +5.4% 212,752 $19.4M
Belpointe Asset Management LLC 0.69% Add +0.3% 209,579 $19.2M
Elevation Point Wealth Partners, LLC 0.91% Add +2028.3% 207,166 $18.9M
RIA Advisory Group LLC 4.54% Add +25.6% 205,274 $18.8M
Strategic Advisors LLC 2.91% Add +0.1% 203,389 $18.6M
Vestmark Advisory Solutions, Inc. 0.25% Add +2314.6% 203,022 $18.6M
Roundview Capital LLC 1.13% Add +5.3% 201,209 $18.4M
DT Investment Partners, LLC 1.50% Add +12.5% 198,740 $18.2M
Zacks Investment Management 0.14% Reduce -0.7% 197,615 $18.1M
HSBC Holdings PLC 0.01% Reduce -19.0% 196,260 $17.9M
Wealthfront Advisers LLC 0.04% Add +8.5% 195,835 $17.9M
Hofer & Associates. Inc 9.43% Add +2.3% 194,708 $17.8M
Clarkston Capital Partners, LLC 0.41% Add +39.4% 194,262 $17.8M
New Age Alpha Advisors, LLC 0.76% New 191,400 $17.5M
Alliance Wealth Advisors, LLC 3.77% Reduce -9.8% 190,738 $17.4M
Virtue Capital Management, LLC 2.69% Add +22947.4% 190,602 $17.4M
Aptus Capital Advisors, LLC 0.15% Reduce -16.1% 189,544 $17.3M
Janney Montgomery Scott LLC 0.04% Reduce -20.2% 188,700 $17.2M
Kohmann Bosshard Financial Services, LLC 1.56% Add +21.8% 187,939 $17.2M
Arta Finance Wealth Management LLC 8.75% — 187,743 $17.2M
Kestra Private Wealth Services, LLC 0.21% Add +7.5% 186,186 $17.0M
High Note Wealth, LLC 3.29% Add +16.9% 183,952 $16.8M
Atria Investments, Inc 0.19% Add +40.4% 182,110 $16.6M
Jones Financial Companies LLLP 0.01% Add +18.1% 181,138 $16.6M
Austin Wealth Management, LLC 2.44% Reduce -14.0% 180,449 $16.5M
Kestra Advisory Services, LLC 0.07% Reduce -8.1% 178,753 $16.3M
Ranch Capital Advisors Inc. 5.88% Add +4.2% 174,936 $16.0M
Great Valley Advisor Group, Inc. 0.31% Add +7.0% 173,993 $15.9M
Comerica Bank 0.06% Reduce -2.6% 172,467 $15.8M
Lake Hills Wealth Management, LLC 8.22% Add +152.7% 172,364 $15.8M
Norden Group LLC 1.54% Reduce -21.5% 172,313 $15.7M
Calamos Wealth Management LLC 0.55% Add +13.5% 171,583 $15.7M
Asset One Wealth Management LLC 2.15% — 171,447 $15.7M
Family Manage LLC 1.97% Add +503.5% 170,689 $15.6M
HighPoint Advisor Group LLC 0.34% New 170,323 $15.6M
Montis Financial, LLC 3.06% Add +516.2% 169,300 $15.5M
Yacktman Asset Management 0.21% New 167,893 $15.3M
Spectrum Planning & Advisory Services Inc. 7.76% Add +159.4% 165,108 $15.1M
Pacific Capital Wealth Advisors, Inc. 2.55% Reduce -1.8% 162,908 $14.9M
Fortis Capital Advisors, LLC 2.19% Add +22.0% 162,248 $14.8M
Marathon Capital Management 3.19% Add +31.7% 161,415 $14.8M
Managed Asset Portfolios, LLC 1.78% Reduce -18.9% 161,262 $14.7M
FWL Investment Management, LLC 3.54% Add +22.3% 161,112 $14.7M
B & T Capital Management DBA Alpha Capital Management 2.06% Reduce -41.6% 160,294 $14.6M
Fiduciary Alliance LLC 0.96% Add +6.3% 159,997 $14.6M
Altfest L J & Co. Inc. 1.59% Add +42.1% 159,389 $14.6M
Vivid Wealth Management, LLC 5.65% Add +6.7% 159,088 $14.5M
Mgo One Seven LLC 0.30% Reduce -25.5% 158,822 $14.5M
Benedict Financial Advisors Inc. 3.04% Add +2.4% 157,737 $14.4M
Founders Financial Securities LLC 0.84% Add +5.5% 156,612 $14.3M
Empowered Funds, LLC 0.24% Add +970.5% 155,033 $14.2M
Lumbard & Kellner, LLC 4.92% Reduce -11.5% 153,870 $14.1M
MOKAN Wealth Management Inc. 6.21% Add +10.7% 153,076 $14.0M
St. Louis Financial Planners Asset Management, LLC 8.56% Reduce -61.9% 152,474 $13.9M
Summit Financial, LLC 0.20% Add +30.9% 152,425 $13.9M
Clearstead Trust, LLC 2.19% Add +0.2% 151,948 $13.9M
Jane Street Group, LLC 0.02% Add +49.5% 148,850 $13.6M
Elevation Capital Advisory, LLC 5.55% Add +59.4% 148,736 $13.6M
Strategic Wealth Investment Group, LLC 1.67% Reduce -54.7% 148,461 $13.6M
Corient Private Wealth LP 0.02% Reduce -18.5% 147,331 $13.5M
Focused Wealth Management, Inc 1.42% Reduce -0.9% 146,806 $13.4M
Zinnia Wealth Advisory, LLC 14.20% — 143,676 $13.1M
Curran Financial Partners, LLC 2.49% Reduce -8.2% 143,618 $13.1M
J2 Capital Management Inc 9.52% Reduce -0.6% 142,841 $13.1M
Flagship Harbor Advisors, LLC 0.60% Reduce -12.3% 139,969 $12.8M
Treasure Coast Financial Planning 6.73% Add +7.4% 138,527 $12.7M
Entrewealth, LLC 5.70% Reduce -13.9% 138,263 $12.6M
Stratos Wealth Partners, LTD. 0.14% Reduce -5.0% 138,131 $12.6M
Westwood Holdings Group Inc. 0.10% Reduce -2.6% 136,872 $12.5M
Bleakley Financial Group, LLC 0.22% Reduce -18.8% 136,804 $12.5M
ADAR1 Capital Management, LLC 0.93% No change 135,585 $12.4M
AllGen Financial Advisors, Inc. 2.93% Add +20.3% 135,282 $12.4M
Victory Financial Group, LLC 1.54% Add +5.8% 133,825 $12.2M
Journey Retirement Planning & Investment Management LLC 2.51% — 133,764 $12.2M
Exit Wealth Advisors, LLC. 7.17% Add +79.9% 132,744 $12.1M
JBR Co Financial Management Inc 5.07% Reduce -35.5% 132,445 $12.1M
Trek Financial, LLC 0.70% Reduce -6.8% 132,296 $12.1M
Calton & Associates, Inc. 1.76% Add +1.7% 131,171 $12.0M
Independent Financial Group, LLC 0.27% Reduce -9.3% 130,733 $11.9M
Arkadios Wealth Advisors 0.24% Add +3.1% 130,330 $11.9M
Capital Wealth Alliance, LLC 5.08% Add +12.4% 130,125 $11.9M
Eagle Rock Investment Company, LLC 1.67% Add +0.5% 129,915 $11.9M
Advisors Preferred, LLC 1.88% Add +17.7% 126,040 $11.5M
Signal Advisors Wealth, LLC 0.91% Reduce -2.5% 124,877 $11.4M
Benjamin Edwards Inc. 0.13% Add +10.8% 124,385 $11.4M
Innovative Advisory Group, LLC 7.45% Reduce -46.9% 124,160 $11.3M
CapWealth Advisors, LLC 0.99% Add +19.1% 122,988 $11.2M
Everstar Asset Management, LLC 6.01% Add +14.2% 122,611 $11.2M
Sax Wealth Advisors, LLC 0.52% Add +938.0% 121,814 $11.1M
Aurora Investment Managers, LLC. 6.28% Reduce -12.6% 121,230 $11.1M
CoreCap Advisors, LLC 0.38% Add +17.6% 120,040 $11.0M
J.W. Cole Advisors, Inc. 0.27% Add +85.4% 159,232 $10.9M
VestGen Advisors, LLC 0.47% Add +2763.1% 119,622 $10.9M
Verus Capital Partners, LLC 0.73% Add +6.7% 119,469 $10.9M
Guidance Capital, Inc. 2.62% Add +12.0% 117,240 $10.7M
Beacon Pointe Advisors, LLC 0.07% Add +10.4% 116,009 $10.6M
GM Advisory Group, LLC 0.41% Reduce -0.5% 115,671 $10.6M
PFG Advisors 0.51% Add +5.1% 114,810 $10.5M
Gateway Wealth Partners, LLC 1.16% Reduce -1.7% 113,927 $10.4M
Guild Investment Management, Inc. 7.71% Add +3.9% 113,838 $10.4M
Modern Wealth Management, LLC 0.19% Reduce -35.2% 113,081 $10.3M
PFG Investments, LLC 0.48% Reduce -20.7% 111,683 $10.2M
Lifetime Wealth Management P.C. 6.49% — 111,502 $10.2M
Tower Research Capital LLC (TRC) 0.25% Add +132502.4% 111,386 $10.2M
Norris Financial Group, LLC 3.46% Add +0.7% 111,241 $10.2M
UNIVEST FINANCIAL Corp 0.54% Add +0.1% 111,159 $10.2M
Titan Investment Management LLC 9.25% — 111,071 $10.1M
Beam Wealth Advisors, Inc. 2.79% Add +17.1% 111,062 $10.1M
JPMorgan Chase & Co. 0.00% Reduce -45.0% 110,639 $10.1M
Private Management Group Inc. 0.29% Add +20.4% 109,693 $10.0M
Hanover Advisors Inc. 3.89% Reduce -24.8% 109,520 $10.0M
Quaker Wealth Management, LLC 3.15% Add +1.3% 108,643 $9.9M
Cerity Partners LLC 0.01% Add +207.1% 108,587 $9.9M
Pathway Financial Advisors LLC 1.25% Add +37.5% 108,496 $9.9M
Capital Advisors, Ltd. LLC 1.11% Reduce -39.9% 107,504 $9.8M
Silver Oak Securities, Incorporated 0.66% Add +4.3% 106,729 $9.8M
Professional Financial Advisors, LLC 1.96% Add +4.8% 105,138 $9.6M
Tompkins Financial Corp. 0.75% Reduce -1.9% 104,852 $9.6M
JT Stratford LLC 1.23% Reduce -11.7% 104,742 $9.6M
DAVENPORT & Co LLC 0.05% Reduce -2.4% 103,303 $9.4M
Susquehanna International Group, LLP 0.01% Reduce -24.9% 102,768 $9.4M
HighRoad Wealth Advisors, LLC 8.95% — 102,536 $9.4M
Lunt Capital Management, Inc. 3.50% Reduce -8.1% 102,388 $9.4M
Teucrium Investment Advisors, LLC 10.25% — 102,158 $9.3M
Venturi Wealth Management, LLC 0.41% Add +18.0% 101,457 $9.3M
Ameritas Advisory Services, LLC 0.35% Reduce -44.7% 101,280 $9.3M
Pinnacle Financial Partners, Inc. 0.07% — 100,095 $9.2M
Alvarez & Marsal Private Wealth Partners, LLC 1.76% — 100,000 $9.1M
Precision Wealth Strategies, LLC 2.92% Add +186.1% 98,648 $9.0M
SFI Advisors, LLC 5.74% Add +17.7% 97,902 $8.9M
Harbor Investment Advisory, LLC 0.67% Reduce -3.6% 97,204 $8.9M
TKG Advisors, LLC 3.56% Add +23.1% 96,701 $8.8M
Geneos Wealth Management Inc. 0.22% Add +3.5% 96,501 $8.8M
SLT Holdings LLC 5.89% Reduce -17.0% 96,347 $8.8M
GenTrust, LLC 0.38% Reduce -8.5% 95,620 $8.7M
Boomfish Wealth Group, LLC 4.65% Reduce -2.2% 95,218 $8.7M
Trilogy Capital Inc. 0.39% Reduce -23.6% 94,867 $8.7M
Malaga Cove Capital, LLC 2.99% Reduce -24.5% 94,483 $8.6M
Capstone Wealth Management Group LLC 5.21% Reduce -1.0% 94,101 $8.6M
Raub Brock Capital Management LP 1.91% Reduce -1.3% 93,861 $8.6M
Woodley Farra Manion Portfolio Management Inc. 0.41% Add +70.6% 93,781 $8.6M
IFG Advisory, LLC 0.37% Reduce -12.0% 93,328 $8.5M
First Wilshire Securities Management Inc. 2.14% Add +30.0% 93,306 $8.5M
G&S Capital LLC 3.00% Add +5.9% 92,910 $8.5M
Sargent Investment Group, LLC 1.06% Add +1.2% 92,778 $8.5M
Crestwood Advisors Group, LLC 0.14% Add +25.1% 92,622 $8.5M
M Holdings Securities, Inc. 0.60% New 91,226 $8.3M
MCF Advisors LLC 0.46% Add +17.1% 91,055 $8.3M
Greenfield Seitz Capital Management, LLC 2.72% Reduce -40.3% 90,878 $8.3M
One Day In July LLC 0.68% Reduce -29.2% 90,187 $8.2M
Simplicity Wealth,LLC 0.48% Add +1.4% 88,422 $8.1M
AE Wealth Management LLC 0.05% Add +1.4% 88,102 $8.1M
Smart Money Group LLC 2.34% Reduce -8.2% 87,670 $8.0M
IPG Investment Advisors LLC 1.40% Reduce -2.9% 87,337 $8.0M
Strategic Wealth Partners, Ltd. 0.55% Add +98.0% 87,050 $8.0M
Hedeker Wealth, LLC 1.67% Add +56.6% 87,038 $8.0M
Kassira Wealth Management LLC 7.51% Reduce -2.7% 86,633 $7.9M
Legacy Capital Group California, Inc. 1.90% Add +2.2% 86,023 $7.9M
Graves Light Lenhart Wealth, Inc. 0.83% Reduce -12.2% 85,896 $7.8M
Farmers & Merchants Trust Co of Chambersburg PA 2.18% Reduce -0.8% 85,234 $7.8M
Rik Saylor Financial, Inc. 5.64% Reduce -1.0% 84,279 $7.7M
CreativeOne Wealth, LLC 0.19% Add +140.1% 84,225 $7.7M
NDWM LLC 5.05% Reduce -3.0% 83,598 $7.6M
Apollon Wealth Management, LLC 0.13% Reduce -23.1% 83,128 $7.6M
Paragon Capital Management Inc. 5.87% Reduce -1.2% 83,106 $7.6M
Quartz Partners, LLC 2.82% Add +27.0% 82,902 $7.6M
Partners Capital Investment Group, LLP 0.28% Add +4.9% 82,502 $7.5M
Mid-American Wealth Advisory Group, Inc. 3.18% Add +4.3% 82,293 $7.5M
Cairn Investment Group, Inc. 3.51% New 80,825 $7.4M
Fiduciary Financial Group, LLC 1.04% Add +23.9% 80,588 $7.4M
White Lighthouse Investment Management Inc. 1.01% Add +2636.1% 79,402 $7.3M
Meridian Wealth Management, LLC 0.26% Add +4.0% 79,170 $7.2M
West Financial Advisors, LLC 1.22% Reduce -5.5% 79,153 $7.2M
Tucker Asset Management LLC 2.09% Reduce -39.4% 78,562 $7.2M
Two Sigma Securities, LLC 0.99% Add +772.6% 78,386 $7.2M
Manufacturers Life Insurance Company, The 0.01% New 77,844 $7.1M
Procyon Advisors, LLC 0.35% Add +106.7% 77,043 $7.0M
Csenge Advisory Group 0.32% Add +4.0% 76,925 $7.0M
Iams Wealth Management, LLC 2.53% Reduce -14.1% 76,666 $7.0M
Park Edge Advisors, LLC 1.57% Reduce -13.5% 76,094 $7.0M
Coldstream Capital Management Inc. 0.09% Reduce -32.1% 75,581 $6.9M
Compass Financial Services Inc 2.94% Reduce -0.6% 74,585 $6.8M
Genus Capital Management Inc. 0.79% Add +21.5% 74,555 $6.8M
Crescent Grove Advisors, LLC 0.64% Reduce -33.9% 74,174 $6.8M
Hilltop Holdings Inc. 0.41% Add +68.9% 74,009 $6.8M
Brown Advisory Inc. 0.01% Add +12.6% 73,965 $6.8M
Cabot Wealth Management Inc. 0.74% Reduce -59.9% 73,653 $6.7M
Delta Investment Management, LLC 1.17% Reduce -6.7% 73,497 $6.7M
Caitlin John, LLC 4.33% Add +3.3% 72,422 $6.6M
Atlas Capital Advisors Inc. 0.73% — 71,678 $6.5M
RDA Financial Network 1.58% Add +11.8% 71,640 $6.5M
Founders Financial Alliance, LLC 1.23% Add +0.3% 71,212 $6.5M
Hamilton Capital Partners, LLC 2.16% Add +94.8% 71,074 $6.5M
AdvisorNet Financial, Inc 0.35% Add +4.5% 70,853 $6.5M
WealthTrust Asset Management, LLC 4.52% Add +3.0% 70,767 $6.5M
Investor's Fiduciary Advisor Network, LLC 1.38% Add +41.2% 70,643 $6.5M
Reyes Financial Architecture, Inc. 3.92% Reduce -16.7% 70,505 $6.4M
Gibbs Wealth Management 1.55% Add +4.7% 70,000 $6.4M
Horizon Investments, LLC 0.08% Add +3.6% 69,140 $6.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.37% Reduce -73.4% 68,336 $6.2M
Baring Financial LLC 3.79% Add +1.3% 68,221 $6.2M
Long Run Wealth Advisors, LLC 1.17% Reduce -2.1% 67,854 $6.2M
Wheelhouse Advisory Group LLC 2.33% Reduce -0.2% 67,032 $6.1M
Palladiem, LLC 5.72% — 66,021 $6.0M
1834 Investment Advisors Co. 0.75% Add +10.4% 65,793 $6.0M
Forza Wealth Management, LLC 2.17% Add +1.1% 65,778 $6.0M
Sacks & Associates, LLC 4.41% — 65,745 $6.0M
Fjell Capital, LLC 4.57% Add +3.5% 65,286 $6.0M
Islay Capital Management, LLC 3.53% Add +0.8% 65,231 $6.0M
Federation des caisses Desjardins du Quebec 0.02% Reduce -78.8% 64,950 $5.9M
Sovereign Investment Advisors, LLC 1.47% Add +30.9% 64,447 $5.9M
CPR Investments Inc. 3.94% Reduce -2.3% 64,242 $5.9M
Flatrock Wealth Partners LLC 2.81% — 64,131 $5.9M
Fortis Capital Management LLC 0.78% Add +11.6% 64,070 $5.9M
PVG Asset Management Corp. 12.44% New 64,049 $5.9M
Bailard, Inc. 0.13% Add +41.1% 64,023 $5.9M
Arax Advisory Partners 0.17% New 63,957 $5.8M
Kingswood Wealth Advisors, LLC 0.28% Add +13.8% 63,831 $5.8M
TD Waterhouse Canada Inc. 0.04% Add +65.9% 63,703 $5.8M
Westbourne Investments, Inc. 2.70% Add +7.1% 63,130 $5.8M
Napier Financial, LLC 1.45% — 63,340 $5.8M
GFI Investment Counsel Ltd. 0.62% Reduce -2.9% 63,217 $5.8M
Titleist Asset Management, LLC 0.46% Reduce -17.3% 62,884 $5.7M
Balefire, LLC 1.11% Add +14.3% 62,530 $5.7M
Savvy Advisors, Inc. 0.18% Add +3.3% 62,496 $5.7M
Savior LLC 20.62% Add +11.3% 62,480 $5.7M
Tillman Hartley LLC 1.42% Add +20.2% 62,055 $5.7M
SP Asset Management LLC 0.45% Add +23.6% 61,729 $5.6M
Stirlingshire Investments, Inc. 4.99% — 61,576 $5.6M
Palouse Capital Management, Inc. 3.61% Add +12.3% 60,652 $5.5M
Alchemi Wealth, LLC 3.01% — 60,240 $5.5M
MRWM Advisors, LLC 2.95% Add +36.5% 60,169 $5.5M
Fagan Associates, Inc. 0.73% Add +4.8% 59,658 $5.5M
Legacy Wealth Managment, LLC 2.61% Reduce -21.3% 59,637 $5.4M
FSC Wealth Advisors, LLC 8.84% Reduce -51.0% 59,609 $5.4M
Diversify Wealth Management, LLC 0.25% Add +22.8% 59,505 $5.4M
Sovran Advisors, LLC 0.46% Reduce -12.6% 58,754 $5.4M
Moneco Advisors, LLC 0.42% Add +10.5% 58,587 $5.4M
Orion Porfolio Solutions, LLC 0.04% Reduce -44.9% 58,538 $5.3M
Krilogy Financial LLC 0.18% Add +4.3% 57,466 $5.3M
Morgan Dempsey Capital Management LLC 2.56% Reduce -4.7% 57,512 $5.3M
Certuity, LLC 0.33% Add +35.1% 57,464 $5.3M
Ami Asset Management Corp. 0.29% Add +0.3% 56,060 $5.1M
Clear Creek Financial Management, LLC 0.42% Reduce -47.7% 55,999 $5.1M
October Effect Ltd 5.61% Reduce -64.7% 55,687 $5.1M
Wealthcare Advisory Partners LLC 0.10% Reduce -19.4% 55,420 $5.1M
Spire Wealth Management 0.17% Add +301.1% 55,293 $5.1M
Prostatis Group LLC 1.19% Add +93.0% 54,763 $5.0M
AssuredPartners Investment Advisors, LLC 0.74% New 54,239 $5.0M
Clio Asset Management LLC 3.82% Reduce -0.4% 53,832 $4.9M
Perennial Investment Advisors, LLC 0.39% Reduce -1.1% 53,484 $4.9M
GK Wealth Management LLC 3.57% Reduce -10.6% 53,354 $4.9M
Oliver Luxxe Assets LLC 0.74% Reduce -36.5% 53,049 $4.8M
Biltmore Wealth Management, LLC 1.82% Add +0.8% 52,881 $4.8M
Kopion Asset Management, LLC 3.45% Add +67.2% 52,855 $4.8M
Wealth Enhancement Trust Services, Inc. 0.61% — 52,782 $4.8M
JGP Wealth Management, LLC 0.50% Reduce -27.5% 52,178 $4.8M
Tempus Wealth Planning, LLC 1.09% Reduce -1.9% 52,167 $4.8M
Upper Left Wealth Management, LLC 2.90% Add +8.5% 52,125 $4.8M
AlphaCore Capital LLC 0.10% Add +8.4% 51,021 $4.7M
Vontobel Holding Ltd. 0.02% Reduce -11.6% 50,943 $4.7M
NorthCrest Asset Manangement, LLC 0.10% Reduce -7.7% 50,742 $4.6M
Empower Advisory Group, LLC 0.01% Add +15.0% 50,709 $4.6M
J.Safra Asset Management Corp 0.24% Add +8.8% 50,309 $4.6M
Pine Valley Investments Ltd Liability Co 0.23% Add +11.8% 50,106 $4.6M
Insight 2811, Inc. 2.02% Add +4.5% 50,060 $4.6M
Arcus Capital Partners, LLC 1.63% New 53,296 $4.5M
Goldman Sachs Group Inc. 0.00% New 49,740 $4.5M
Kennedy Investment Group, Inc. 1.71% Reduce -1.1% 49,608 $4.5M
KG Capital Management 1.17% Reduce -1.6% 49,546 $4.5M
Capital Research Global Investors 0.00% Add +11.7% 49,385 $4.5M
Cim, LLC 0.59% Reduce -4.7% 49,362 $4.5M
Artesa Financial Group, LLC 4.64% — 49,297 $4.5M
Brown, Lisle/Cummings, Inc. 1.11% Reduce -30.7% 49,096 $4.5M
Wesbanco Bank Inc. 0.12% Add +26.7% 48,940 $4.5M
Prelude Capital Management, LLC 0.33% Add +41.0% 48,790 $4.5M
Focus Financial Network, Inc. 0.15% Add +1.3% 48,730 $4.5M
Lido Advisors, LLC 0.02% Reduce -1.1% 48,215 $4.4M
IFP Advisors, Inc 0.10% Add +1.3% 48,221 $4.4M
Invenio Wealth Partners LLC 1.63% Add +5.8% 48,127 $4.4M
Premier Private Wealth Management LLC 4.51% — 47,596 $4.3M
Freestate Advisors LLC 3.53% Reduce -4.2% 47,541 $4.3M
Hershey Financial Advisers, LLC 3.66% Reduce -16.8% 47,341 $4.3M
Kovack Advisors, Inc. 0.20% Add +1027.7% 47,080 $4.3M
Legacy Wealth Advisors, LLC 2.84% — 47,010 $4.3M
Arrowroot Family Office, LLC 1.56% Reduce -3.2% 46,989 $4.3M
Jordan Park Group LLC 0.25% Add +86.1% 46,880 $4.3M
PSI Advisors, LLC 1.08% Add +9.2% 47,224 $4.3M
Revisor Wealth Management LLC 1.14% Add +15.7% 46,718 $4.3M
IronBridge Private Wealth, LLC 1.35% No change 46,516 $4.3M
Wedbush Securities Inc. 0.12% Add +18.0% 46,419 $4.2M
Cascade Financial Partners, LLC 0.43% Add +66.0% 46,172 $4.2M
IMA Advisory Services, Inc. 0.41% Reduce -10.7% 46,150 $4.2M
Choreo, LLC 0.05% Reduce -20.2% 46,091 $4.2M
Sagespring Wealth Partners, LLC 0.08% Add +7.8% 45,552 $4.2M
Concord Wealth Partners 0.53% Add +25.9% 45,019 $4.1M
Yeomans Consulting Group, Inc. 1.19% New 44,547 $4.1M
Core Wealth Partners LLC 1.83% Reduce -5.3% 44,446 $4.1M
Matrix Trust Co 0.67% Add +70.4% 44,196 $4.0M
Strategic Blueprint, LLC 0.24% Reduce -36.5% 44,188 $4.0M
Aviance Capital Partners, LLC 0.47% Reduce -13.4% 44,176 $4.0M
Walkner Condon Financial Advisors LLC 0.56% Add +197.6% 44,120 $4.0M
Intrepid Financial Planning Group LLC 1.53% Reduce -1.7% 44,042 $4.0M
Unison Advisors LLC 0.35% Add +26.8% 43,999 $4.0M
Clear Trail Advisors, LLC 0.93% — 43,950 $4.0M
Certior Financial Group, LLC 2.70% Add +180.7% 43,355 $4.0M
Luken Investment Analytics, LLC 1.56% Reduce -4.5% 43,256 $4.0M
Wealthspire Advisors, LLC 0.03% Reduce -17.0% 43,251 $4.0M
Concord Asset Management, LLC 0.68% Add +28.0% 43,210 $3.9M
Private Trust Co. NA 0.34% Add +6.2% 42,918 $3.9M
LaSalle St. Investment Advisors, LLC 0.63% Add +8.3% 42,887 $3.9M
Jim Saulnier & Associates, LLC 2.03% Reduce -5.0% 42,864 $3.9M
Compound Planning, Inc. 0.12% Add +3.9% 42,820 $3.9M
Clarity Financial LLC 0.36% Reduce -2.9% 42,647 $3.9M
Stableford Capital II LLC 1.40% Reduce -48.4% 42,291 $3.9M
Legacy Capital Wealth Partners, LLC 0.83% Reduce -54.1% 42,259 $3.9M
Howard Financial Services, LTD. 0.45% Add +130.2% 42,092 $3.8M
Prime Capital Investment Advisors, LLC 0.05% Add +2.7% 41,902 $3.8M
Vista Investment Management 1.26% Reduce -31.5% 41,892 $3.8M
MAI Capital Management 0.02% Reduce -2.2% 41,604 $3.8M
TD Private Client Wealth LLC 0.08% Add +5.8% 41,475 $3.8M
Private Advisory Group LLC 0.30% New 41,350 $3.8M
Headinvest, LLC 0.74% Add +4.1% 40,981 $3.7M
OpenArc Corporate Advisory, LLC 0.06% — 40,369 $3.7M
TLWM 0.67% Add +151.1% 40,340 $3.7M
Values First Advisors, Inc. 1.91% Add +6.6% 40,336 $3.7M
Evexia Wealth LLC 1.03% Reduce -30.2% 40,251 $3.7M
Climber Capital SA 2.37% — 68,110 $3.6M
49 Wealth Management, LLC 0.29% Reduce -18.0% 39,397 $3.6M
Pioneer Wealth Management Group 1.09% Add +10.9% 39,145 $3.6M
OakTrust Wealth Advisors, LLC 3.29% — 39,018 $3.6M
Sierra Legacy Group 2.61% Reduce -30.9% 38,905 $3.6M
Patten Group, Inc. 0.64% Reduce -10.8% 38,116 $3.5M
Rosenberg Matthew Hamilton 0.72% Reduce -15.6% 38,023 $3.5M
Continuum Advisory, LLC 0.35% Reduce -2.4% 37,730 $3.4M
RPS Advisory Solutions LLC 1.63% Reduce -71.1% 37,717 $3.4M
Private Client Services, LLC 1.07% Reduce -1.1% 37,563 $3.4M
Cary Street Partners Financial LLC 0.08% Add +26.2% 37,479 $3.4M
Net Worth Advisory Group 0.69% Reduce -1.0% 37,143 $3.4M
Culbertson A N & Co. Inc. 0.46% Add +56.0% 37,057 $3.4M
Strategent Financial, LLC 2.13% Reduce -16.8% 36,896 $3.4M
Lakewood Asset Management LLC 1.98% Reduce -54.7% 36,850 $3.4M
Channel Wealth LLC 0.85% Reduce -13.0% 36,791 $3.4M
CacheTech Inc. 0.62% Reduce -10.6% 36,744 $3.4M
Pecaut & Co. 1.08% Add +41.3% 36,570 $3.3M
FSM Wealth Advisors, LLC 0.45% Reduce -24.3% 36,337 $3.3M
Elevate Capital Advisors, LLC 2.16% Reduce -52.0% 35,691 $3.3M
Amitell Capital Pte Ltd 3.61% New 35,366 $3.2M
Evolve Private Wealth, LLC 0.19% — 35,304 $3.2M
Cornerstone Investment Partners, LLC 0.12% Reduce -3.7% 34,998 $3.2M
Pearl Planning LLC 1.93% — 34,564 $3.2M
Accurate Wealth Management, LLC 0.40% Add +4.3% 34,491 $3.2M
Financial Network Wealth Advisors LLC 3.28% Add +34.7% 34,472 $3.2M
Gladstone Institutional Advisory LLC 0.12% New 34,064 $3.1M
Snowden Capital Advisors LLC 0.08% Add +7.9% 33,805 $3.1M
Shore Point Advisors, LLC 1.31% Add +3.7% 33,781 $3.1M
MBA Advisors LLC 1.24% Reduce -18.2% 33,759 $3.1M
Capital Group Private Client Services, Inc. 0.05% Add +1.3% 33,217 $3.0M
Tranquilli Financial Advisor LLC 1.75% Add +9.7% 33,031 $3.0M
Townsquare Capital LLC 0.68% Reduce -9.4% 33,022 $3.0M
Portfolio Design Labs, LLC 0.50% Add +0.1% 32,935 $3.0M
Ethos Financial Group, LLC 0.22% Reduce -0.2% 32,765 $3.0M
Harbour Investments, Inc. 0.06% Reduce -17.6% 32,730 $3.0M
Smith, Moore & Co. 0.23% Reduce -6.1% 32,614 $3.0M
Bridgewealth Advisory Group, LLC 0.66% Reduce -42.7% 32,502 $3.0M
Humankind Investments LLC 1.33% No change 32,500 $3.0M
LPWM LLC 0.75% Reduce -5.8% 32,480 $3.0M
Western Wealth Management, LLC 0.14% Add +3.6% 32,462 $3.0M
Worth Asset Management, LLC 1.26% Reduce -64.9% 32,397 $3.0M
Hudson Oak Wealth Advisory LLC 2.61% — 32,318 $3.0M
LongView Asset Management LLC 2.06% Add +1.4% 32,302 $3.0M
Alliancebernstein L.P. 0.00% Reduce -15.9% 32,242 $2.9M
Tactive Advisors, LLC 0.86% Reduce -38.2% 32,232 $2.9M
Stone Wealth Partners 2.61% — 32,020 $2.9M
Deutsche Bank AG 0.00% Reduce -4.9% 32,015 $2.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.08% Add +4.5% 32,002 $2.9M
Stephens Inc. 0.04% Reduce -16.5% 31,892 $2.9M
Hardworking Capital Advisors, LLC 2.64% — 31,791 $2.9M
Pekin Hardy Strauss, Inc. 0.27% Add +104.9% 31,785 $2.9M
Rovin Capital /Ut/ 0.77% Add +0.8% 31,727 $2.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.96% Reduce -2.9% 31,563 $2.9M
Vickerman Investment Advisors, Inc. 0.58% Add +13.1% 31,491 $2.9M
Cannell & Spears LLC 0.05% Add +182.4% 31,380 $2.9M
Ritholtz Wealth Management 0.05% Reduce -17.4% 31,293 $2.9M
Stratos Wealth Advisors, LLC 0.14% Add +3.5% 31,263 $2.9M
CFG Wealth Management Services, Inc. 2.68% — 31,131 $2.8M
Westmount Partners, LLC 0.71% Reduce -46.8% 30,984 $2.8M
Bingham Private Wealth, LLC 2.44% — 30,916 $2.8M
Silicon Valley Capital Partners 0.26% Reduce -2.6% 30,861 $2.8M
Money Concepts Capital Corp. 0.16% Reduce -54.4% 30,783 $2.8M
Adams Wealth Management 0.60% Reduce -13.3% 30,698 $2.8M
Sherman Wealth Management LLC 2.38% — 29,993 $2.7M
Pinnacle Associates Ltd. 0.04% Add +2.3% 29,862 $2.7M
Portland Investment Counsel Inc. 0.82% Reduce -6.3% 29,821 $2.7M
Three Cord True Wealth Management, LLC 1.58% Add +40.7% 29,810 $2.7M
Integrity Advisory Solutions, LLC 0.39% Add +55.6% 29,789 $2.7M
SkyOak Wealth, LLC 0.49% Reduce -19.5% 29,602 $2.7M
GTS Securities LLC 0.09% Reduce -85.8% 29,602 $2.7M
BTC Capital Management, Inc. 0.19% Reduce -63.9% 29,252 $2.7M
Wellspring Financial Advisors, LLC 0.21% Reduce -1.8% 29,252 $2.7M
Wealth Advisors of Iowa, LLC 0.87% Add +174.1% 29,159 $2.7M
LVW Advisors, LLC 0.27% Reduce -41.7% 29,118 $2.7M
Encompass More Asset Management 0.49% Reduce -20.6% 28,964 $2.6M
Principal Securities, Inc. 0.04% Add +7.0% 28,843 $2.6M
Sequoia Financial Advisors, LLC 0.01% Add +16.6% 28,608 $2.6M
Parkside Financial Bank & Trust 0.20% Reduce -1.5% 28,539 $2.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -15.8% 28,394 $2.6M
Pinkerton Wealth, LLC 0.26% Reduce -0.0% 28,101 $2.6M
Macco Financial Group, Inc. 2.19% — 27,927 $2.6M
Signet Private Wealth LLC 2.39% — 27,338 $2.5M
Blueprint Investment Partners LLC 0.26% Add +50.2% 27,028 $2.5M
Beacon Wealthcare LLC 0.83% Add +12.7% 26,593 $2.4M
Lanark Financial, Inc. 0.18% Reduce -14.0% 26,535 $2.4M
CIBC Private Wealth Group LLC 0.00% Add +670.7% 26,435 $2.4M
Independent Wealth Network Inc. 0.71% Reduce -1.3% 25,378 $2.3M
Coyle Financial Counsel LLC 0.49% Reduce -27.6% 25,160 $2.3M
Mattson Financial Services, LLC 0.53% Add +22.4% 25,064 $2.3M
Thor Trading Advisors, LLC 0.95% New 24,967 $2.3M
DBK Financial Counsel, LLC 1.73% Reduce -1.1% 24,715 $2.3M
Curi Capital, LLC 0.04% Reduce -18.0% 24,622 $2.2M
Andina Capital Management, LLC 1.35% Add +8.9% 24,497 $2.2M
Scarborough Advisors, LLC 0.38% Add +225.5% 24,380 $2.2M
WealthCare Asset Management, LLC 2.05% — 24,261 $2.2M
Discipline Wealth Solutions, LLC 0.41% Add +9.6% 24,252 $2.2M
Robinswood Financial LLC 0.71% Reduce -12.7% 24,121 $2.2M
Turim 21 Investimentos Ltda. 0.85% Reduce -93.5% 24,066 $2.2M
ZEGA Investments, LLC 0.43% Reduce -47.5% 24,021 $2.2M
Gilpin Wealth Management, LLC 1.73% — 23,876 $2.2M
Sowell Financial Services LLC 0.08% Add +8.1% 23,852 $2.2M
Nwam LLC 0.12% Add +10.1% 23,749 $2.2M
Cornerstone Planning, LLC 0.50% — 24,144 $2.1M
Balance Wealth Partners LLC 0.69% Add +27.4% 23,401 $2.1M
Level Four Advisory Services, LLC 0.07% Add +10.4% 23,088 $2.1M
NWF Advisory Services Inc. 0.23% Add +1.4% 22,964 $2.1M
Commerce Bank 0.01% New 22,699 $2.1M
Cary Street Partners Investment Advisory LLC 0.56% Add +4.9% 22,661 $2.1M
Bricktown Capital, LLC 0.35% No change 22,496 $2.1M
Wallace Advisory Group, LLC 2.15% Reduce -46.4% 22,441 $2.1M
Foguth Wealth Management, LLC. 0.32% — 22,372 $2.0M
Mills Wealth Advisors LLC 0.80% Add +201.5% 22,329 $2.0M
Neuberger Berman Group LLC 0.00% New 22,150 $2.0M
Copley Financial Group, Inc. 1.25% Add +10.3% 22,135 $2.0M
Pilgrim Partners Asia Pte Ltd 0.97% Add +10.0% 22,000 $2.0M
Rwa Wealth Partners, LLC 0.02% No change 21,841 $2.0M
Diversified Portfolios, Inc. 0.17% Reduce -47.7% 21,769 $2.0M
Sage Mountain Advisors LLC 0.10% Reduce -13.6% 21,622 $2.0M
Financial Planning Fort Collins, LLC 1.72% — 21,431 $2.0M
Northern Trust Corp. 0.00% Reduce -20.6% 21,365 $2.0M
Tidal Investments LLC 0.01% Reduce -53.9% 21,214 $1.9M
Red Door Wealth Management, LLC 0.20% Add +2.1% 21,098 $1.9M
WealthTrak Capital Management LLC 1.38% Add +10.2% 21,018 $1.9M
Diversify Advisory Services, LLC 0.06% Reduce -15.5% 20,925 $1.9M
Bank of New York Mellon Corp 0.00% Add +25.9% 20,946 $1.9M
Black Swift Group, LLC 0.32% Add +25.3% 19,110 $1.9M
Modera Wealth Management, LLC 0.02% Reduce -16.0% 20,680 $1.9M
BayBridge Capital Group, LLC 1.17% Add +13.6% 20,612 $1.9M
Brookwood Investment Group LLC 0.23% Add +11.1% 20,503 $1.9M
GatePass Capital, LLC 0.98% Reduce -12.1% 20,500 $1.9M
Advyzon Investment Management, LLC 0.22% Add +16.0% 20,475 $1.9M
Parkway Wealth Management Group, LLC 0.25% — 20,434 $1.9M
Paulson Wealth Management Inc. 0.42% Reduce -21.5% 19,982 $1.8M
Outbound Financial Inc 1.41% Add +8.3% 19,830 $1.8M
Phil A. Younker & Associates, Ltd. 1.26% Reduce -7.7% 19,824 $1.8M
WESPAC Advisors, LLC 0.98% Add +339.9% 19,824 $1.8M
Golden Reserve Retirement LLC 0.33% Add +551.7% 19,733 $1.8M
44 Wealth Management LLC 0.60% Add +1.3% 19,679 $1.8M
Moulton Wealth Management, Inc. 1.69% Reduce -6.0% 19,555 $1.8M
Diligent Investors, LLC 0.44% Add +105.3% 19,500 $1.8M
Eastern Bank 0.03% Reduce -4.1% 19,369 $1.8M
NTV Asset Management LLC 0.19% Add +22.0% 19,296 $1.8M
Coppell Advisory Solutions LLC 0.17% Reduce -23.0% 19,254 $1.8M
International Assets Investment Management, LLC 0.12% Reduce -5.1% 19,229 $1.8M
Hengehold Capital Management LLC 0.15% Reduce -0.9% 19,207 $1.8M
Americana Partners, LLC 0.05% Add +44.4% 19,136 $1.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% Reduce -2.8% 18,599 $1.7M
Carr Financial Group Corp 0.45% Reduce -65.1% 18,485 $1.7M
Tennessee Valley Asset Management Partners 0.22% Reduce -15.0% 18,418 $1.7M
Entruity Wealth, LLC 1.20% Add +0.9% 18,400 $1.7M
Vertex Planning Partners, LLC 0.39% Add +3.4% 18,390 $1.7M
Financial Management Professionals, Inc. 0.17% Reduce -0.9% 18,387 $1.7M
Private Wealth Group, LLC 0.79% Reduce -88.7% 17,929 $1.6M
Traub Capital Management LLC 1.56% Add +0.4% 17,794 $1.6M
Betterment LLC 0.00% Add +13.9% 17,797 $1.6M
Ascent Wealth Partners, LLC 0.19% Reduce -9.8% 17,655 $1.6M
Serenus Wealth Advisors, LLC 0.31% Add +0.5% 17,627 $1.6M
Eddie Patel Inc 1.20% — 17,602 $1.6M
Axim Planning & Wealth 1.71% Add +80.1% 17,572 $1.6M
Dorsey & Whitney Trust CO LLC 0.08% Add +202.5% 17,566 $1.6M
Choate Investment Advisors 0.03% Reduce -16.6% 17,531 $1.6M
Naviter Wealth, LLC 0.21% Add +111.8% 17,436 $1.6M
Regal Investment Advisors LLC 0.10% Add +185.1% 17,421 $1.6M
Thompson Davis & Co., Inc. 0.93% Add +50.9% 17,050 $1.6M
SteelPeak Wealth, LLC 0.05% Add +119.5% 16,939 $1.5M
Sound Income Strategies, LLC 0.07% Reduce -27.6% 16,795 $1.5M
Hara Capital LLC 0.85% Add +16.9% 16,814 $1.5M
Fortress Private Ledger, LLC 0.50% Add +30.9% 16,780 $1.5M
Colonial River Investments, LLC 0.54% Reduce -14.7% 16,613 $1.5M
SVB Wealth LLC 0.09% Reduce -1.7% 16,489 $1.5M
Broussard Financial Group LLC 1.22% — 16,484 $1.5M
Pure Financial Advisors, LLC 0.02% Add +11.6% 16,474 $1.5M
B.O.S.S. Retirement Advisors, LLC 0.47% Reduce -34.9% 16,407 $1.5M
Nations Financial Group Inc, /Ia/ 0.08% Add +9.8% 16,364 $1.5M
Sei Investments Co. 0.00% Add +171.6% 16,330 $1.5M
Beese Fulmer Investment Management, Inc. 0.10% Add +88.5% 16,320 $1.5M
RiverTree Advisors, LLC 0.95% Reduce -42.8% 16,232 $1.5M
Ameliora Wealth Management Ltd. 0.45% No change 16,163 $1.5M
Walser Wealth Management Company, A Ltd Liability Co 0.77% — 15,897 $1.5M
National Wealth Management Group, LLC 0.50% Add +20.6% 15,877 $1.5M
BNP Paribas Financial Markets 0.00% Reduce -91.8% 15,699 $1.4M
Elmwood Wealth Management, Inc. 0.45% Reduce -36.1% 15,510 $1.4M
American Institute for Advanced Investment Management, LLP 0.91% Add +95.9% 15,471 $1.4M
Unique Wealth, LLC 0.20% Reduce -19.0% 15,440 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% Add +68.5% 15,401 $1.4M
True Freedom Investing, LLC 0.10% New 15,391 $1.4M
Fourth Dimension Wealth, LLC 0.51% Add +1.9% 15,353 $1.4M
Petra Financial Advisors Inc. 0.82% Add +10.6% 15,337 $1.4M
Plan Group Financial, LLC 0.36% Add +11.1% 15,168 $1.4M
Souders Financial Advisors 0.16% Add +2.1% 15,105 $1.4M
J. Safra Sarasin Holding AG 0.02% No change 15,000 $1.4M
Retireful, LLC 1.72% Reduce -61.5% 14,966 $1.4M
Collier Financial 1.03% Add +5.0% 14,946 $1.4M
First Citizens Financial Corp 0.67% Add +45.7% 14,931 $1.4M
Kickstand Ventures, Llc. 0.29% Add +28.4% 14,815 $1.4M
US Bancorp \de 0.00% Reduce -2.1% 14,723 $1.3M
Brown Financial Advisors 0.49% Add +8.8% 14,635 $1.3M
Ramiah Investment Group 1.16% Reduce -64.5% 14,604 $1.3M
Financial & Tax Architects, LLC 0.30% Reduce -5.0% 14,435 $1.3M
Verum Partners LLC 0.27% Add +60.1% 14,391 $1.3M
Third View Private Wealth, LLC 0.17% — 14,158 $1.3M
Momentum Wealth Planning, LLC 1.01% Reduce -39.3% 13,919 $1.3M
Beacon Bank & Trust 0.26% Reduce -31.6% 13,908 $1.3M
Seed Wealth Management, Inc. 0.86% Reduce -0.3% 13,711 $1.3M
SB Capital Management Inc 0.46% — 13,691 $1.3M
Blair William & Co. 0.00% Reduce -48.7% 13,671 $1.2M
Avior Wealth Management, LLC 0.04% Reduce -0.5% 13,622 $1.2M
Sequent Planning LLC 0.32% Add +4.9% 13,619 $1.2M
Falcon Wealth Planning 0.10% Reduce -6.4% 13,581 $1.2M
Arlington Trust Co LLC 0.13% Add +17.9% 13,580 $1.2M
Cyndeo Wealth Partners, LLC 0.07% Add +33.4% 13,554 $1.2M
Guardian Wealth Advisors, LLC / NC 0.08% No change 13,528 $1.2M
Laird Norton Wetherby Trust Company, LLC 0.03% New 13,508 $1.2M
Castleview Partners, LLC 0.61% Reduce -26.2% 13,491 $1.2M
DORVAL Corp 0.39% Add +29.5% 13,417 $1.2M
Rockport Wealth LLC 0.24% No change 13,387 $1.2M
World Investment Advisors 0.02% Reduce -12.4% 13,368 $1.2M
Capital CS Group, LLC 1.93% Add +2.5% 13,347 $1.2M
Engineers Gate Manager LP 0.01% New 13,199 $1.2M
Transcend Capital Advisors, LLC 0.09% Add +67.0% 13,125 $1.2M
Itau Unibanco Holding S.A. 0.03% Reduce -0.7% 13,122 $1.2M
Pacific Park Financial, Inc. 0.75% — 13,067 $1.2M
Tidemark, LLC 0.34% Add +7.7% 13,020 $1.2M
HFG Advisors, Inc. 0.86% Reduce -31.6% 12,985 $1.2M
Clearstead Advisors, LLC 0.01% Add +0.6% 12,958 $1.2M
Bank of Nova Scotia 0.00% Reduce -89.7% 12,894 $1.2M
Dogwood Wealth Management LLC 0.51% Add +21.5% 12,681 $1.2M
Retirement Capital Strategies 0.43% Add +4.6% 12,681 $1.2M
Five Pine Wealth Management 0.74% Reduce -40.7% 12,602 $1.2M
Goldstream Capital Management Ltd 0.47% No change 12,504 $1.1M
Global Assets Advisory, LLC 0.33% Reduce -5.7% 12,493 $1.1M
Cibc World Market Inc. 0.00% Reduce -87.7% 12,381 $1.1M
Sound Financial Strategies Group, LLC 0.80% Add +36.1% 12,373 $1.1M
Total Investment Management Inc. 0.14% New 12,324 $1.1M
Baker Tilly Wealth Management, LLC 0.28% Add +6.5% 12,269 $1.1M
Prosperity Consulting Group, LLC 0.05% Add +59.2% 12,206 $1.1M
Steel Grove Capital Advisors, LLC 0.12% Reduce -47.3% 12,202 $1.1M
CMC Financial Group 1.98% Reduce -0.1% 12,170 $1.1M
Faithward Advisors, LLC 0.16% Reduce -18.3% 12,131 $1.1M
Guardian Partners Inc. 0.09% Add +46.1% 12,127 $1.1M
Leading Edge Financial Planning LLC 0.25% Reduce -53.5% 12,044 $1.1M
Wellington-Altus USA Inc. 0.81% — 11,938 $1.1M
Barnes Wealth Management Group, Inc 0.58% Add +3.4% 11,899 $1.1M
Fortune Financial Advisors, LLC 0.73% Add +7.2% 11,846 $1.1M
JNBA Financial Advisors 0.09% Reduce -52.4% 11,838 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Add +0.4% 11,766 $1.1M
Joel Adams & Associates, Inc. 0.81% Reduce -1.0% 11,761 $1.1M
Cornerstone Wealth Management, LLC 0.06% Add +0.5% 11,686 $1.1M
Richard W. Paul & Associates, LLC 0.35% Reduce -77.7% 11,577 $1.1M
McElhenny Sheffield Capital Management, LLC 0.26% Reduce -1.3% 11,568 $1.1M
Parallel Advisors, LLC 0.02% Add +5.5% 11,543 $1.1M
Vigilare Wealth Management 0.35% Add +18.5% 11,535 $1.1M
Welch Group, LLC 0.04% Reduce -5.8% 11,528 $1.1M
RPG Investment Advisory, LLC 0.12% New 11,500 $1.1M
Sigma Planning Corp 0.03% Reduce -3.1% 11,515 $1.0M
Addison Capital Co 0.26% Reduce -13.9% 11,356 $1.0M
Claro Advisors Inc. 0.14% Add +30.7% 11,355 $1.0M
Eagle Global Advisors LLC 0.04% Reduce -26.5% 11,350 $1.0M
Inspire Advisors, LLC 0.10% New 11,314 $1.0M
StoneX Group Inc. 0.04% Reduce -57.6% 11,310 $1.0M
Cullen Capital Management, LLC 0.01% Reduce -0.5% 11,271 $1.0M
McGowan Group Asset Management, Inc. 0.13% Reduce -14.1% 11,247 $1.0M
Janney Capital Management LLC 0.06% Add +41.3% 11,206 $1.0M
Creative Financial Designs Inc. 0.06% Reduce -11.8% 11,152 $1.0M
Pathstone Holdings, LLC 0.00% Reduce -42.9% 11,143 $1.0M
YHB Investment Advisors, Inc. 0.07% Add +100.0% 11,000 $1.0M
Sentinel Pension Advisors, LLC 0.15% Reduce -25.3% 10,939 $1000K
Waycross Investment Management Co 0.87% Add +10.1% 10,886 $995K
Flow Traders U.S. LLC 0.03% New 10,702 $978K
Safe Harbor Wealth Advisors, LLC 0.94% — 10,625 $972K
Waverly Advisors, LLC 0.01% Add +7.8% 10,630 $971K
Essex Financial Services, Inc. 0.05% Reduce -10.6% 10,383 $949K
Fig Financial Advisory Services Inc. 0.60% Add +27.9% 10,359 $947K
Centennial Advisors, LLC 1.23% — 10,342 $945K
Capital Analysts, LLC 0.03% Add +21.9% 10,341 $945K
Capital Planning LLC 0.26% Reduce -0.1% 10,230 $935K
TFR Capital, LLC. 0.31% Reduce -5.4% 10,202 $932K
Coordinated Financial Services, Inc. 0.54% Reduce -2.0% 10,147 $927K
Smithfield Trust Co 0.04% Reduce -1.0% 10,059 $918K
Mitchell Sinkler & Starr 0.41% Reduce -12.1% 10,010 $915K
Smartleaf Asset Management LLC 0.03% Add +170.9% 10,003 $914K
Barnes Pettey Financial Advisors, LLC 0.45% Reduce -0.1% 9,970 $911K
Cornerstone Wealth Group, LLC 0.06% No change 9,835 $899K
Sharp Wealth Advisory, LLC 0.45% Add +4.2% 9,740 $890K
Royal Fund Management, LLC 0.08% Add +74.6% 9,573 $875K
Resolute Capital, LLC 0.37% — 9,561 $874K
Werba Rubin Papier Wealth Management 0.24% Add +0.6% 9,507 $869K
Fiducient Advisors LLC 0.11% New 9,465 $865K
Pointe Capital Management LLC 0.43% Add +6.8% 9,408 $860K
Main Street Financial Solutions, LLC 0.06% Reduce -0.2% 9,335 $853K
Lee Johnson Capital Management, LLC 0.29% Add +142.9% 9,276 $848K
West Michigan Advisors, LLC 0.19% Reduce -7.4% 9,123 $834K
Alhambra Investment Management LLC 0.39% No change 9,086 $830K
Sunpointe, LLC 0.28% Add +0.4% 9,078 $830K
Meitav Investment House Ltd. 0.01% Reduce -27.5% 9,091 $829K
Sfmg, LLC 0.06% Reduce -11.4% 9,064 $828K
Strait & Sound Wealth Management LLC 0.31% Reduce -11.6% 9,046 $827K
Stratos Investment Management, LLC 0.03% Reduce -5.5% 8,995 $822K
Invariant Investment Management 0.52% — 8,896 $814K
Chicago Partners Investment Group LLC 0.02% Reduce -6.8% 8,823 $808K
Robertson Stephens Wealth Management, LLC 0.02% Add +273.7% 8,804 $805K
Presper Financial Architects, LLC 0.45% Add +0.7% 8,756 $800K
ORG Partners LLC 0.14% Reduce -22.4% 8,720 $797K
Traphagen Investment Advisors LLC 0.06% Add +36.0% 8,609 $787K
Stokes Family Office, LLC 0.07% Add +40.5% 8,600 $786K
Millennium Management 0.00% New 8,522 $779K
Richmond Investment Services, LLC 0.13% Reduce -14.1% 8,401 $768K
Eagle Strategies LLC 0.10% Add +20.7% 8,366 $764K
Roman Butler Fullerton & Co. 0.20% Add +85.0% 8,285 $759K
Thompson David Blair 0.42% — 8,095 $740K
Fund Advisors of America Inc 0.68% — 8,094 $740K
Milestone Asset Management, LLC 0.14% Reduce -2.0% 8,058 $736K
Larry Mathis Financial Planning, LLC 0.65% — 8,002 $731K
Creekside Partners 0.31% New 7,998 $731K
Oxford Wealth Group, LLC 0.35% — 7,784 $711K
XY Planning Network, Inc. 0.12% Add +17.3% 7,756 $709K
Barclays PLC 0.00% New 7,700 $704K
Westfuller Advisors, LLC 0.28% Add +16.2% 7,670 $701K
Wealthcare Capital Management LLC 0.07% Reduce -12.6% 7,664 $700K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 7,646 $699K
Waterloo Capital, L.P. 0.05% Reduce -8.4% 7,539 $689K
Realta Investment Advisors 0.23% Reduce -37.7% 7,500 $685K
GeoWealth Management, LLC 0.03% Reduce -55.6% 7,482 $684K
Cornerstone Advisors Asset Management, LLC 0.11% Reduce -16.5% 7,409 $677K
Tsfg, LLC 0.10% New 7,393 $676K
Hobart Private Capital, LLC 0.13% Add +11.2% 7,385 $675K
Florida Financial Advisors, LLC 0.18% Add +20.0% 7,367 $673K
Lincoln Capital Corp. 0.24% Reduce -11.1% 7,347 $671K
Ceera Investments, LLC 0.26% Reduce -8.0% 7,340 $671K
Providence First Trust Co 0.23% Reduce -12.9% 7,315 $668K
Councilor Wealth, LLC 0.32% Reduce -13.4% 7,297 $667K
Miller Investment Management, LP 0.06% Reduce -17.3% 7,179 $656K
Client First Investment Management LLC 0.34% Reduce -4.3% 7,167 $655K
Triad Wealth Partners, LLC 0.06% Add +1.8% 7,162 $654K
Burney Co./ 0.02% New 7,152 $654K
Pacific Excel Wealth Advisors, Inc. 1.23% — 7,137 $652K
Indivisible Partners 0.07% — 7,073 $646K
Summa Corp. 0.27% Add +33.8% 7,011 $641K
Prospera Financial Services Inc 0.01% Add +4.2% 6,954 $636K
PeakShares LLC 0.62% — 6,910 $631K
Balboa Wealth Partners 0.10% Reduce -50.4% 6,898 $630K
4WEALTH Advisors, Inc. 0.54% Add +94.3% 6,836 $625K
Advisory Advocates, LLC 0.62% — 6,818 $623K
Arkfeld Wealth Strategies, L.L.C. 0.21% Add +0.8% 6,770 $619K
Pennington Partners & Co., LLC 0.25% New 6,731 $615K
Tide Cove Capital Partners LLC 0.42% New 6,678 $611K
Elm Partners Management LLC 0.03% Reduce -4.4% 6,683 $611K
Avidian Wealth Enterprises, LLC 0.02% Add +46.8% 6,657 $608K
Miramontes Capital, LLC 0.21% — 6,635 $606K
Stiles Financial Services Inc 0.19% Reduce -36.9% 6,598 $603K
Significant Wealth Partners LLC 0.67% New 6,581 $601K
Nvwm, LLC 0.13% Reduce -12.3% 6,566 $600K
Auxano Advisors, LLC 0.12% Add +36.7% 6,541 $598K
First Financial Bankshares Inc 0.01% Add +17.4% 6,505 $594K
Generation Capital Management LLC 0.38% Reduce -0.3% 6,481 $592K
Van Hulzen Asset Management, LLC 0.04% Reduce -31.4% 6,468 $591K
Mairs & Power Inc. 0.01% Add +108.9% 6,438 $588K
Stonehaven Wealth & Tax Solutions, LLC 0.53% Add +3.2% 6,426 $587K
Carnegie Investment Counsel 0.01% Reduce -9.7% 6,371 $582K
NewEdge Wealth, LLC 0.01% Reduce -62.5% 6,354 $581K
Leavell Investment Management, Inc. 0.02% Reduce -1.1% 6,351 $580K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 6,346 $580K
MMBG Investment Advisors Co. 0.05% Add +25.2% 6,343 $580K
Wealth Architects, LLC 0.05% New 6,326 $578K
Medallion Wealth Advisors, LLC 0.19% Reduce -10.1% 6,309 $577K
Journey Strategic Wealth LLC 0.02% Reduce -1.3% 6,307 $576K
Karpus Management, Inc. 0.02% No change 6,290 $575K
Strategic Investment Solutions, Inc. 0.14% Add +117.4% 6,258 $572K
Briaud Financial Planning Inc 0.14% Reduce -8.9% 6,136 $561K
Strategic Advisory Partners, LLC 0.46% — 6,126 $560K
New Harbor Financial Group, LLC 0.10% Add +6.6% 6,122 $559K
Loudon Investment Management, LLC 0.29% Add +83.9% 6,093 $557K
Great Diamond Partners, LLC 0.11% New 6,070 $555K
MFG Wealth Management, Inc. 0.43% Add +0.9% 6,068 $554K
McAdam, LLC 0.03% Reduce -4.8% 6,032 $551K
Joel Isaacson & Co., LLC 0.02% Add +1.4% 6,026 $551K
Cantor Fitzgerald Investment Advisors L.P. 0.04% Add +49.4% 6,004 $549K
OneAscent Financial Services LLC 0.05% Add +34.0% 5,922 $541K
Nemes Rush Group LLC 0.05% Add +4.4% 5,879 $537K
Peak Asset Management, LLC 0.09% Reduce -10.8% 5,775 $528K
Sloy Dahl & Holst, LLC 0.06% Reduce -3.2% 5,775 $528K
Golden State Wealth Management, LLC 0.06% Reduce -12.4% 5,718 $523K
Phillips Wealth Planners LLC 0.42% Add +21.7% 5,670 $519K
Wealthcare Capital Partners, LLC 0.24% Reduce -13.1% 5,678 $519K
Stonekeep Investments, LLC 0.33% Reduce -5.8% 5,623 $514K
Ascentis Independent Advisors 0.08% Add +12.5% 5,606 $512K
Wellington Shields Capital Management, LLC 0.07% No change 5,585 $510K
A4 Wealth Advisors LLC 0.44% Reduce -3.5% 5,573 $509K
PYA Waltman Capital, LLC 0.14% Add +0.3% 5,565 $509K
Oxinas Partners, LLC 0.24% Reduce -13.8% 5,560 $508K
Alongside, LLC 0.17% — 5,543 $507K
Cardiff Park Advisors, LLC 0.04% Add +1.4% 5,539 $506K
Quadcap Wealth Management, LLC 0.06% Add +13.5% 5,516 $504K
CX Institutional 0.01% Reduce -65.2% 5,500 $503K
Palogic Value Management, L.P. 0.22% New 5,482 $501K
Schusterman Interests, LLC 0.11% No change 5,460 $499K
Sykon Capital LLC 0.16% Add +0.9% 5,457 $499K
Blue Trust, Inc. 0.01% Add +12.4% 5,454 $498K
Transatlantique Private Wealth LLC 0.16% No change 5,443 $497K
VanWeelden Wealth Management, LLC 0.39% Reduce -96.7% 5,438 $497K
HB Wealth Management, LLC 0.00% Add +62.6% 5,426 $496K
TriaGen Wealth Management LLC 0.13% New 5,426 $496K
OneDigital Investment Advisors LLC 0.00% Reduce -16.1% 5,391 $493K
Swmg, LLC 0.14% Add +34.6% 5,324 $487K
BCS Private Wealth Management, Inc. 0.16% New 5,250 $480K
Reicon Wealth Advisors, LLC 0.35% — 5,244 $479K
DMC Group, LLC 0.32% Reduce -36.3% 5,237 $479K
Bourgeon Capital Management LLC 0.08% Add +3.2% 5,228 $478K
Intellus Advisors LLC 0.06% Reduce -6.3% 5,215 $477K
Saiph Capital, LLC 0.17% Reduce -30.4% 5,202 $475K
Hummer Financial Advisory Services Inc 0.34% Reduce -8.8% 5,200 $475K
Paladin Wealth, LLC 0.32% Add +3.6% 5,135 $469K
Heritage Wealth Management, Inc. 0.13% Reduce -0.6% 5,135 $469K
Rialto Wealth Management, LLC 0.11% Reduce -48.5% 5,115 $467K
Kestra Investment Management, LLC 0.01% Add +3.7% 5,092 $465K
IRON Financial LLC 0.21% Reduce -10.4% 5,030 $460K
Saxon Interests, Inc. 0.16% Add +4.4% 5,005 $457K
Tableaux LLC 0.32% New 3,738 $457K
Hamilton Capital, LLC 0.02% — 4,983 $455K
TCP Asset Management, LLC 0.08% No change 4,981 $455K
Redwood Park Advisors LLC 0.31% Reduce -24.7% 4,970 $454K
Columbia Advisory Partners LLC 0.31% Reduce -21.2% 4,938 $451K
Visionary Wealth Advisors 0.02% Reduce -24.0% 4,897 $448K
HBK Sorce Advisory LLC 0.01% Reduce -15.1% 4,890 $447K
Weaver Consulting Group 0.11% Reduce -17.7% 4,860 $444K
Tower Wealth Partners, Inc. 0.24% Add +2.5% 4,841 $442K
Capital Square, LLC 0.22% Reduce -0.8% 4,818 $440K
Redwood Investment Management, LLC 0.05% Add +1.4% 4,801 $439K
DSG Capital Advisors, LLC 0.07% Reduce -85.8% 4,785 $438K
M&T Bank Corp 0.00% Reduce -17.9% 4,779 $437K
City Center Advisors, LLC 0.40% Reduce -3.8% 4,772 $436K
Marion Wealth Management 0.10% New 4,730 $433K
Fisher Asset Management 0.00% Add +28.1% 4,722 $432K
Alps Advisors Inc. 0.00% Reduce -91.3% 4,690 $429K
MPWM Advisory Solutions, LLC 0.24% Add +4.3% 4,688 $428K
Worth Financial Advisory Group, LLC 0.21% New 4,682 $428K
Brown Miller Wealth Management, LLC 0.12% Reduce -64.3% 4,678 $427K
OneAscent Investment Solutions LLC 0.45% New 4,675 $427K
SFG Wealth Management, LLC. 0.17% Add +7.1% 4,668 $427K
Larson Financial Group LLC 0.01% Add +23.2% 4,640 $424K
Destiny Wealth Partners, LLC 0.05% No change 4,547 $416K
Rothschild Investment LLC 0.02% Reduce -32.2% 4,551 $416K
Transcendent Capital Group LLC 0.19% Add +0.1% 4,544 $415K
Endowment Wealth Management, Inc. 0.19% Add +7.7% 4,537 $415K
Octavia Wealth Advisors, LLC 0.04% No change 4,534 $414K
Syntegra Private Wealth Group, LLC 0.04% Reduce -0.7% 4,529 $414K
Strategy Asset Managers LLC 0.07% Reduce -30.7% 4,527 $414K
Silverleafe Capital Partners, LLC 0.12% Reduce -1.8% 4,521 $413K
Wealth Advisory Solutions, LLC 0.10% Add +11.8% 4,481 $409K
VestGen Investment Management 0.23% New 4,471 $409K
Advisor Resource Council 0.14% New 4,428 $405K
Rebalance, LLC 0.02% Reduce -79.4% 4,426 $404K
Invst, LLC 0.04% Reduce -7.6% 4,411 $403K
United Advisor Group, LLC 0.05% Add +49.8% 4,405 $403K
Eldridge Investment Advisors, Inc. 0.09% Add +0.1% 4,394 $402K
Magnolia Private Wealth, LLC 0.28% Reduce -13.0% 4,389 $401K
Vantage Point Financial LLC 0.14% Reduce -10.3% 4,344 $397K
Occidental Asset Management, LLC 0.05% Reduce -5.5% 4,337 $396K
Cape Investment Advisory, Inc. 0.12% Add +951.5% 4,332 $396K
Evolution Wealth Advisors, LLC 0.04% Add +0.1% 4,331 $396K
Kings Path Partners LLC 0.14% Reduce -8.1% 4,325 $395K
United Asset Strategies, Inc. 0.03% Reduce -23.6% 4,250 $388K
SpringVest Wealth Management LLC 0.27% Reduce -16.0% 4,178 $382K
Farrow Financial, Inc. 0.22% Add +6.1% 4,163 $380K
Donaldson Capital Management, LLC 0.01% Reduce -0.0% 4,150 $379K
Life Line Wealth Management LLC 0.11% Add +0.1% 4,136 $378K
Lazari Capital Management, Inc. 0.13% Add +85.5% 4,113 $376K
Cane Capital Partners, LLC 0.16% — 4,096 $374K
IFC & Insurance Marketing, Inc. 0.37% — 4,088 $374K
ATX Financial Planning, LLC 0.28% — 4,033 $369K
EJMK Ventures LLC 0.23% — 4,023 $368K
Win Advisors, Inc. 0.16% Reduce -84.8% 4,021 $367K
Innova Wealth Partners 0.18% New 4,011 $366K
St Germain D J Co. Inc. 0.01% Reduce -14.4% 4,008 $366K
Front Street Capital Management, Inc. 0.05% Reduce -11.6% 3,959 $362K
Potentia Wealth 0.13% Reduce -3.0% 3,936 $360K
Chicago Capital, LLC 0.01% Reduce -16.0% 3,927 $359K
SPG Advisors LLC 3.68% Add +3.9% 3,916 $358K
Evergreen Capital Management LLC 0.01% Add +1.8% 3,907 $357K
Greenwich Wealth Management LLC 0.02% Reduce -18.3% 3,885 $355K
Astoria Portfolio Advisors LLC. 0.08% New 3,868 $354K
Summit Financial Strategies, Inc. 0.03% No change 3,874 $354K
Cidel Asset Management Inc. 0.03% Reduce -4.9% 3,860 $353K
Skyview Financial Group LLC 0.36% — 3,849 $352K
First Heartland Consultants, Inc. 0.03% Reduce -2.2% 3,847 $352K
Spartan Planning & Wealth Management 0.26% New 3,801 $347K
Thompson Siegel & Walmsley LLC 0.01% Reduce -12.7% 3,771 $345K
Vise Technologies, Inc. 0.01% New 3,763 $344K
Bravias Capital Group, LLC 0.21% Reduce -4.0% 3,749 $343K
Breakwater Capital Group 0.05% Reduce -23.1% 3,742 $342K
Argent Trust Co 0.01% Reduce -14.1% 3,742 $342K
Private Capital Management, LLC 0.03% New 3,722 $340K
Destination Wealth Management 0.01% No change 3,710 $339K
CCG Wealth Management, LLC 0.14% New 3,676 $336K
Accredited Investors Inc. 0.02% Reduce -44.4% 3,660 $334K
Intrua Financial, LLC 0.04% Reduce -2.5% 3,649 $333K
Navigation Wealth Management, Inc. 0.49% Add +5.4% 3,627 $331K
Midwest Financial Network, LLC 0.25% New 3,601 $329K
Financial Architects, LLC 0.18% Add +1.0% 3,595 $329K
HCR Wealth Advisors 0.03% Reduce -15.7% 3,587 $328K
Triumph Capital Management 0.07% Reduce -43.4% 3,580 $327K
Lifeworks Advisors, LLC 0.04% Reduce -0.4% 3,577 $327K
Argos Wealth Advisors, LLC 0.09% — 3,561 $325K
Thrive Wealth Management, LLC 0.05% Reduce -8.3% 3,561 $325K
CFS Investment Advisory Services, LLC 0.02% New 3,535 $323K
O'shaughnessy Asset Management, LLC 0.00% Reduce -79.7% 3,523 $322K
Rede Wealth, LLC 0.11% New 3,511 $321K
GEM Asset Management, LLC 0.14% Add +55.6% 3,500 $320K
Tuttle Capital Management, LLC 0.71% New 3,500 $320K
Beacon Investment Advisory Services, Inc. 0.01% No change 3,500 $320K
Bogart Wealth, LLC 0.01% Add +30.0% 3,455 $316K
Regimen Wealth, LLC 0.09% New 3,423 $313K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -46.1% 3,420 $312K
Meadowbrook Advisors Group, LLC 0.17% — 3,405 $311K
M1 Capital Management LLC 0.13% Add +2.6% 3,403 $311K
Fiduciary Trust Co 0.00% Reduce -1.4% 3,395 $310K
Valmark Advisers, Inc. 0.00% Reduce -5.0% 3,353 $306K
Cypress Point Wealth Management, LLC 0.07% Add +1.4% 3,337 $305K
EdgeRock Capital LLC 0.08% Reduce -4.0% 3,313 $303K
Rossby Financial, LCC 0.10% Add +1.8% 3,312 $303K
Rf&l Wealth Management, LLC 0.17% Reduce -25.8% 3,305 $302K
NorthCoast Asset Management LLC 0.01% Reduce -99.1% 3,296 $301K
Kinloch Capital, LLC 0.13% No change 3,274 $299K
Manchester Financial Inc. 0.06% New 3,272 $299K
Alteri Wealth LLC 0.10% Reduce -31.7% 3,261 $298K
Forty-three Eighteen Advisors, LLC 0.23% — 3,260 $298K
Eagle Harbor Asset Management Inc. 0.25% Add +13.4% 3,255 $297K
Lexington Hill Partners, LLC 0.22% — 3,248 $297K
Formidable Asset Management, LLC 0.04% Reduce -40.5% 3,223 $296K
Axecap Investments, LLC 0.18% Reduce -77.1% 3,208 $293K
Main Management LLC 0.02% Reduce -3.3% 3,198 $292K
Summit Financial Consulting LLC 0.21% Add +17.9% 3,182 $291K
Fielder Capital Group LLC 0.06% Add +40.8% 3,161 $289K
Capital Advisors Wealth Management, LLC 0.04% Reduce -24.2% 3,153 $288K
CENTRAL TRUST Co 0.01% Reduce -19.4% 3,144 $287K
Delta Asset Management LLC 0.02% Add +1.4% 3,131 $286K
TRUE Private Wealth Advisors 0.03% Reduce -68.0% 3,119 $285K
Rothschild Wealth LLC 0.03% Add +0.5% 3,116 $285K
Condor Capital Management 0.02% Reduce -84.0% 3,085 $282K
PAX Financial Group, LLC 0.05% Add +5.9% 3,084 $282K
Talisman Wealth Advisors LLC 0.22% Reduce -8.0% 3,056 $279K
Concorde Asset Management, LLC 0.11% Reduce -33.8% 3,055 $279K
Decker Retirement Planning Inc. 0.14% No change 3,020 $276K
Portland Financial Advisors Inc 0.58% Reduce -1.1% 2,977 $272K
Chesapeake Asset Management LLC 0.22% New 2,937 $268K
Lodestone Wealth Management LLC 0.11% Reduce -16.2% 2,933 $268K
SimpliFi, Inc. 0.11% Add +1.4% 2,874 $263K
Matauro, LLC 0.04% Add +1.4% 2,857 $261K
PFW Advisors LLC 0.08% New 2,841 $260K
KilterHowling LLC 0.13% New 2,839 $259K
Onyx Bridge Wealth Group LLC 0.03% Add +10.2% 2,837 $259K
Van Diest Capital, LLC 0.39% — 2,833 $259K
Second Line Capital, LLC 0.05% Reduce -1.7% 2,810 $257K
Ruggiero Investments, Inc. 0.23% — 2,807 $257K
WealthBridge Capital Management, LLC 0.06% Add +12.7% 2,805 $256K
Acorn Wealth Advisors, LLC 0.08% Reduce -29.5% 2,801 $256K
PNC Financial Services Group, Inc. 0.00% Add +9.2% 2,800 $256K
Moors & Cabot, Inc. 0.01% Reduce -0.4% 2,794 $255K
Secure Asset Management, LLC 0.04% Reduce -1.2% 2,793 $255K
Ascent Group, LLC 0.01% Reduce -50.5% 2,751 $251K
International Private Wealth Advisors LLC 0.16% Reduce -75.9% 2,744 $251K
Naples Global Advisors, LLC 0.02% Add +10.9% 2,740 $250K
LifeWealth Investments, LLC 0.08% No change 2,736 $250K
Paragon Private Wealth Management, LLC 0.08% Reduce -2.8% 2,732 $250K
Richmond Brothers, Inc. 0.16% No change 2,731 $250K
Turtle Creek Wealth Advisors, LLC 0.02% No change 2,731 $250K
Koss-Olinger Consulting, LLC 0.02% Reduce -65.8% 2,700 $247K
Salvus Wealth Management, LLC 0.14% Add +6.2% 2,700 $247K
Signature Equity Partners, LLC 0.14% — 2,700 $247K
OneAscent Wealth Management LLC 0.08% Add +7.8% 2,679 $245K
Novem Group 0.03% Reduce -13.4% 2,679 $245K
Granite Islands Private Wealth, LLC 0.22% — 2,628 $240K
Kelly Financial Group LLC 0.06% Reduce -19.9% 2,623 $240K
Smith Salley Wealth Management 0.01% No change 2,546 $233K
Blume Capital Management, Inc. 0.04% Reduce -96.3% 2,545 $233K
Argyle Capital Partners, LLC 0.17% New 2,537 $232K
Frontier Asset Management, LLC 0.05% New 2,534 $231K
NBT Bank, N.A. 0.01% No change 2,516 $230K
Littlejohn Financial Services, Inc. 0.17% Reduce -37.7% 2,512 $230K
Brentview Investment Management LLC 0.10% Reduce -28.6% 2,500 $228K
L & S Advisors Inc 0.02% Reduce -0.6% 2,498 $228K
Advisor OS, LLC 0.02% New 2,484 $227K
Verity Asset Management, Inc. 0.10% Add +1.0% 2,484 $227K
Soundwatch Capital LLC 0.04% Add +0.6% 2,470 $226K
Total Clarity Wealth Management, Inc. 0.05% Reduce -11.9% 2,455 $224K
Stonebridge Financial Planning Group, LLC 0.08% Reduce -34.2% 2,451 $224K
TFB Advisors LLC 0.06% Add +3.7% 2,446 $224K
Berkeley Capital Partners, LLC 0.05% New 2,442 $223K
Colter Lewis Investment Partners LLC 0.26% — 2,435 $223K
Apeiron RIA LLC 0.04% Reduce -6.0% 2,422 $221K
Williams Jones Wealth Management, LLC. 0.00% New 2,409 $220K
Wealth Alliance, LLC 0.02% Add +0.8% 2,406 $220K
Old National Bancorp 0.00% New 2,369 $216K
Town Capital LLC 0.18% — 2,348 $215K
Armstrong Advisory Group, Inc. 0.01% Add +26.8% 2,322 $212K
Northland Securities, Inc. 0.20% — 2,321 $212K
Latitude Advisors, LLC 0.09% Reduce -20.8% 2,317 $212K
Lloyd Advisory Services, LLC. 0.08% Reduce -0.1% 2,313 $211K
Staley Capital Advisers Inc. 0.01% No change 2,300 $210K
MRA Advisory Group 0.09% Reduce -4.0% 2,286 $209K
Cooper Financial Group 0.02% Reduce -0.8% 2,280 $208K
Prosperity Wealth Management, Inc. 0.07% Reduce -33.2% 2,275 $208K
Lake Street Private Wealth, LLC 0.03% Add +1.4% 2,274 $208K
Evolution Wealth Management Inc. 0.17% Add +9.1% 2,271 $208K
Columbia Asset Management 0.04% No change 2,250 $206K
Maimon Wealth Management LTD. 0.19% — 2,239 $205K
Mars Jewett Financial Group, Inc. 0.06% — 2,235 $204K
Buck Wealth Strategies, LLC 0.03% Reduce -17.4% 2,237 $204K
Accretive Wealth Partners, LLC 0.06% No change 2,235 $204K
Cottage Street Advisors LLC 0.09% Add +1.4% 2,231 $204K
Wilmington Savings Fund Society, FSB 0.00% No change 2,225 $203K
Matrix Private Capital Group LLC 0.10% New 2,210 $202K
CPC Advisors, LLC 0.02% New 2,205 $201K
Flputnam Investment Management Co. 0.00% New 2,205 $201K
Valued Retirements, Inc. 0.20% No change 2,200 $201K
Fayez Sarofim & Co 0.00% Reduce -16.5% 2,200 $201K
Sepio Capital, LP 0.01% Reduce -32.1% 2,197 $201K
Scharf Investments, LLC 0.01% Reduce -96.0% 2,196 $201K
Investment House LLC 0.01% New 2,191 $200K
FMR LLC 0.00% Reduce -90.4% 2,156 $197K
GAMMA Investing LLC 0.01% Reduce -10.9% 2,148 $196K
Colonial Trust Co / SC 0.03% No change 2,126 $194K
First Horizon Corp. 0.01% Add +146.1% 2,038 $186K
Catherine Avery Investment Management LLC 0.10% Add +239.6% 1,759 $161K
EPG Wealth Management LLC 0.04% New 1,598 $146K
SHP Wealth Management 0.01% — 1,585 $145K
Covestor Ltd 0.07% Add +93.3% 1,554 $142K
Sankala Group LLC 0.11% — 1,496 $137K
Plante Moran Financial Advisors, LLC 0.01% New 1,429 $131K
Solstein Capital, LLC 0.05% Add +9.1% 1,381 $126K
Pinnacle Bancorp, Inc. 0.04% Reduce -0.9% 1,366 $125K
Darwin Wealth Management, LLC 0.04% Reduce -0.1% 1,346 $123K
CVA Family Office, LLC 0.01% No change 1,338 $122K
Washington Trust Advisors, Inc. 0.01% Reduce -32.6% 1,337 $122K
Highline Wealth Partners LLC 0.03% Add +109.8% 1,305 $119K
Consultiva Wealth Management, Corp. 0.33% No change 1,287 $118K
Fifth Third Bancorp 0.00% Add +136.4% 1,272 $116K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +50.5% 1,225 $112K
Angeles Wealth Management, LLC 0.01% New 1,179 $108K
MGB Wealth Management, LLC 0.03% Add +1.4% 1,119 $102K
Colonial Trust Advisors 0.01% Add +13400.0% 1,080 $99K
Ogorek Anthony Joseph /NY/ 0.03% Add +10.7% 1,080 $98K
Clark Wealth Partners 0.06% No change 1,064 $97K
Howe & Rusling Inc. 0.01% Reduce -16.1% 1,062 $97K
Transce3nd, LLC 0.75% Reduce -30.8% 1,010 $93K
Copia Wealth Management 0.06% Add +46.2% 952 $87K
N.E.W. Advisory Services LLC 0.01% Add +11.2% 917 $84K
Sunbelt Securities, Inc. 0.01% Reduce -29.9% 915 $84K
Raffa Wealth Management, LLC 0.01% Add +1.3% 831 $76K
Root Financial Partners, LLC 0.00% Reduce -19.5% 822 $75K
Brown Brothers Harriman & Co. 0.00% Add +3459.1% 783 $72K
Weaver Capital Management LLC 0.01% Reduce -9.4% 774 $71K
Ascentis Wealth Management, LLC 0.02% Reduce -51.7% 769 $70K
Optima Capital LLC 0.03% New 664 $61K
Deane Retirement Strategies, Inc. 0.03% Reduce -87.2% 662 $60K
Costello Asset Management, INC 0.02% Add +1.5% 610 $56K
CBIZ Investment Advisory Services, LLC 0.00% Add +0.3% 599 $55K
Winthrop Capital Management, LLC 0.01% No change 589 $54K
Glass Jacobson Investment Advisors llc 0.02% Add +1.3% 566 $52K
Allspring Global Investments Holdings, LLC 0.00% Add +26.7% 551 $50K
Bangor Savings Bank 0.00% No change 546 $50K
Anfield Capital Management, LLC 0.01% No change 474 $43K
Estate Planners Group, LLC 0.02% — 468 $43K
GHP Investment Advisors, Inc. 0.00% No change 436 $40K
Wealth Watch Advisors, INC 0.01% Reduce -98.8% 422 $39K
WealthShield Partners, LLC 0.00% Reduce -17.0% 420 $38K
Godsey & Gibb, Inc. 0.00% Reduce -82.9% 395 $36K
Quarry LP 0.01% New 390 $36K
Ameriflex Group, Inc. 0.02% Reduce -50.0% 383 $35K
Ancora Advisors LLC 0.00% Add +16.8% 383 $35K
Balentine LLC 0.00% No change 335 $31K
Align Financial, LLC 0.02% — 30,076 $30K
Vision Retirement, LLC 0.01% — 317 $29K
Quest 10 Wealth Builders, Inc. 0.03% Add +45.6% 313 $29K
Westwind Capital 0.01% New 305 $28K
Financial Gravity Asset Management, Inc. 0.01% Reduce -2.0% 293 $27K
Atlantic Union Bankshares Corp 0.00% No change 272 $25K
Cullen/Frost Bankers, Inc. 0.00% Add +195.5% 263 $24K
Piscataqua Savings Bank 0.02% No change 263 $24K
Caldwell Sutter Capital, Inc. 0.01% No change 252 $23K
Keating Financial Advisory Services, Inc. 0.00% — 247 $23K
SageView Advisory Group, LLC 0.00% New 225 $21K
Provident Wealth Management, LLC 0.01% Add +7.8% 222 $20K
Vermillion Wealth Management, Inc. 0.01% No change 202 $18K
Bessemer Group Inc. 0.00% Reduce -75.5% 200 $18K
Bayban 0.02% — 190 $17K
LRI Investments, LLC 0.00% Add +64.5% 176 $16K
Imprint Wealth LLC 0.07% Reduce -68.4% 153 $14K
Godfrey Financial Associates, Inc. 0.01% — 150 $14K
Glen Eagle Advisors, LLC 0.00% No change 150 $14K
Avion Wealth 0.00% No change 152 $13K
Dagco, Inc. 0.00% Add +0.7% 136 $12K
Hollencrest Capital Management 0.00% No change 133 $12K
Merited Wealth, LLC 0.01% — 131 $12K
Versant Capital Management, Inc 0.00% No change 124 $11K
Strive Financial Group ,LLC 0.01% — 122 $11K
Hantz Financial Services, Inc. 0.00% Add +136.7% 116 $11K
Crewe Advisors LLC 0.00% Reduce -90.6% 115 $11K
Maseco LLP 0.00% New 1,093 $10K
Mountain Hill Investment Partners Corp. 0.01% No change 100 $9K
Franklin Resources Inc. 0.00% Add +1.0% 100 $9K
Wellington Shields & Co., LLC 0.00% No change 99 $9K
REAP Financial Group, LLC 0.00% No change 88 $8K
PMV Capital Advisers, LLC 0.01% New 85 $8K
Atomic Invest LLC 0.00% — 83 $8K
TCTC Holdings, LLC 0.00% No change 80 $7K
Bravera Wealth 0.00% — 76 $7K
NFSG Corp 0.00% No change 76 $7K
IMG Wealth Management, Inc. 0.00% Add +1.4% 75 $7K
Bartlett & Co. Wealth Management LLC 0.00% New 68 $6K
Cheviot Value Management, LLC 0.00% No change 63 $6K
Center for Financial Planning, Inc. 0.00% New 58 $5K
Hoey Investments, Inc. 0.00% New 56 $5K
Elevated Capital Advisors, LLC 0.00% New 44 $4K
Comprehensive Financial Planning, Inc. 0.00% New 43 $4K
McGuire Capital Advisors Inc. 0.00% — 43 $4K
Westside Investment Management, Inc. 0.00% No change 38 $3K
Webster Bank, N. A. 0.00% Reduce -98.8% 37 $3K
Cornerstone Planning Group LLC 0.00% New 36 $3K
Townsend Asset Management Corp. /NC/ 0.00% No change 35 $3K
Kingdom Financial Group LLC. 0.00% New 35 $3K
Principia Wealth Advisory, LLC 0.00% Reduce -77.5% 34 $3K
Boyd Watterson Asset Management LLC 0.00% New 34 $3K
Key Financial Inc 0.00% Reduce -19.1% 34 $3K
Raleigh Capital Management Inc. 0.00% Reduce -99.9% 33 $3K
Bfsg, LLC 0.00% No change 28 $3K
POM Investment Strategies, LLC 0.00% Add +1250.0% 27 $2K
Signaturefd, LLC 0.00% Reduce -64.9% 26 $2K
Cranbrook Wealth Management, LLC 0.00% New 24 $2K
Crews Bank & Trust 0.00% No change 23 $2K
McIlrath & Eck, LLC 0.00% No change 23 $2K
Sunrise Financial Services, LLC 0.00% — 21 $2K
Bitterroot Capital Advisors LLC 0.00% — 21 $2K
HM Payson & Co. 0.00% New 19 $2K
Integrity Financial Corp 0.00% New 19 $2K
Transamerica Financial Advisors, LLC 0.00% New 19 $2K
City State Bank 0.00% No change 13 $1K
Stone House Investment Management, LLC 0.00% New 13 $1K
Trust Co. of Vermont 0.00% New 11 $1K
Richard Bernstein Advisors LLC 0.00% No change 4 $388
Russell Investments Group, Ltd. 0.00% Add +200.0% 3 $300
HighMark Wealth Management LLC 0.00% Add +200.0% 3 $289
Essential Partners LLC 0.00% New 2 $183
Rachor Investment Advisory Services, LLC 0.00% — 1 $107
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -100.0% 1 $99
Kilter Group LLC 0.00% Reduce -83.3% 1 $88

"% 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.