SS SPDR BB 1-3M T-Bill ETFBILETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 1,321 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, up 77 from Q4 2025. 155 opened new positions and 78 sold out. The largest holders were Morgan Stanley ($2.8B), Bank of America Corp. ($1.7B) and LPL Financial LLC ($1.5B). 5 famous investors held it, including Stephen Yacktman (0.3% of Yacktman Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).
- Company
- SS SPDR BB 1-3M T-Bill ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 155 | $831.9M |
| Exits | 78 | $122.8M |
All 13F filers, Q4 2025 → Q1 2026: 94,109,507 shares bought and 18,060,889 shares sold, net +76,048,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,321 holders
| Morgan Stanley | 0.17% | Add +27.9% | 30,458,772 | $2.8B |
| Bank of America Corp. | 0.13% | Add +14.8% | 18,872,546 | $1.7B |
| LPL Financial LLC | 0.41% | Add +27.3% | 16,776,336 | $1.5B |
| Howard Capital Management, LLC | 19.13% | Add +1714.9% | 12,760,579 | $1.2B |
| UBS Group AG | 0.14% | Add +1.3% | 8,301,101 | $760.7M |
| Wells Fargo & Company | 0.15% | Add +17.3% | 8,195,302 | $751.0M |
| Royal Bank of Canada | 0.14% | Reduce -1.3% | 8,064,081 | $739.0M |
| 3EDGE Asset Management, LP | 34.51% | Add +218.2% | 7,790,161 | $713.9M |
| Envestnet Asset Management Inc. | 0.18% | Add +138.3% | 7,296,191 | $668.6M |
| Assetmark, Inc. | 1.07% | Add +290.8% | 5,707,321 | $523.0M |
| Raymond James Financial Inc. | 0.15% | Add +28.5% | 5,379,913 | $493.0M |
| AQR Capital Management | 0.21% | Add +8.2% | 4,994,283 | $457.7M |
| Stifel Financial Corp. | 0.40% | Add +2.9% | 4,797,901 | $439.7M |
| Ieq Capital, LLC | 2.03% | Add +19.1% | 4,777,199 | $437.8M |
| Cetera Investment Advisers | 0.42% | Add +52.0% | 4,348,951 | $398.5M |
| Capital Wealth Planning, LLC | 2.01% | Reduce -17.2% | 3,982,248 | $364.9M |
| Captrust Financial Advisors | 0.62% | Reduce -1.4% | 3,886,561 | $356.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2.28% | Add +30.0% | 3,564,358 | $325.1M |
| Westwood Holdings Group Inc. | 2.35% | Add +2462.8% | 3,507,818 | $321.5M |
| Ameriprise Financial Inc. | 0.06% | Add +100.0% | 2,937,116 | $269.2M |
| Capital International Investors | 0.06% | Reduce -8.8% | 2,911,066 | $266.8M |
| Cambridge Investment Research Advisors, Inc. | 0.63% | Add +56.2% | 2,648,917 | $242.7M |
| Cwm, LLC | 0.63% | Add +6.5% | 2,630,828 | $241.1M |
| Osaic Holdings, Inc. | 0.32% | Add +7.4% | 2,398,278 | $219.8M |
| Oppenheimer Asset Management Inc. | 2.40% | Reduce -0.6% | 2,293,052 | $210.1M |
| Counterpoint Mutual Funds LLC | 30.36% | New | 2,206,436 | $202.2M |
| Horizon Investments, LLC | 2.15% | Add +2946.7% | 2,106,472 | $191.9M |
| Agf Management Ltd. | 0.84% | Add +43.0% | 2,042,049 | $187.1M |
| Composition Wealth, LLC | 2.51% | Add +27.1% | 1,995,891 | $182.9M |
| Ashton Thomas Private Wealth, LLC | 4.16% | Reduce -4.0% | 1,917,892 | $175.8M |
| Moneta Group Investment Advisors LLC | 1.20% | Add +12.3% | 1,746,817 | $160.1M |
| Concurrent Investment Advisors, LLC | 1.70% | Add +697.3% | 1,697,549 | $155.6M |
| Richard Bernstein Advisors LLC | 4.23% | Add +39816200.0% | 1,592,652 | $146.0M |
| Rockefeller Capital Management L.P. | 0.24% | Reduce -2.2% | 1,507,147 | $138.1M |
| Equitable Holdings, Inc. | 0.85% | Add +302.8% | 1,449,055 | $132.4M |
| Creative Planning | 0.09% | Add +1.1% | 1,410,921 | $129.3M |
| First Eagle Investment Management, LLC | 0.21% | Add +91.4% | 1,363,410 | $124.9M |
| MBL Wealth, LLC | 9.15% | Add +20.1% | 1,318,642 | $120.8M |
| Dakota Wealth Management | 2.57% | Add +5.8% | 1,296,094 | $118.8M |
| ArrowMark Colorado Holdings LLC | 3.09% | Reduce -10.1% | 1,270,023 | $116.4M |
| Sandhill Capital Partners LLC | 9.90% | Add +26.8% | 1,256,313 | $115.1M |
| Atria Investments, Inc | 1.29% | Add +589.8% | 1,256,192 | $115.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +12.1% | 1,183,912 | $108.5M |
| Mariner, LLC | 0.13% | Add +34.3% | 1,179,437 | $108.1M |
| Truist Financial Corp. | 0.14% | Add +25.5% | 1,138,500 | $104.3M |
| Foundations Investment Advisors, LLC | 1.23% | Add +18.8% | 1,083,618 | $99.3M |
| Synergy Asset Management, LLC | 10.17% | Add +81.3% | 1,044,993 | $95.8M |
| Bailard, Inc. | 2.14% | Add +1487.3% | 1,016,257 | $93.1M |
| Permanens Capital L.P. | 11.66% | Add +48.7% | 987,782 | $90.5M |
| National Bank of Canada | 0.09% | Add +148.7% | 944,219 | $86.5M |
| BlackRock, Inc. | 0.00% | Reduce -41.1% | 935,238 | $85.7M |
| Private Advisor Group, LLC | 0.38% | Add +4.3% | 886,723 | $81.3M |
| Sprott Inc. | 2.45% | Add +5.7% | 878,051 | $80.5M |
| Mercer Global Advisors Inc. | 0.11% | Add +14.7% | 846,918 | $77.6M |
| Axxcess Wealth Management, LLC | 2.45% | Add +11.1% | 833,469 | $76.4M |
| Ritholtz Wealth Management | 1.32% | Add +2553.9% | 830,484 | $76.1M |
| Brookstone Capital Management | 0.76% | Add +84.6% | 725,320 | $66.5M |
| Innovative Advisory Group, LLC | 57.91% | Add +477.5% | 716,987 | $65.7M |
| Perigon Wealth Management, LLC | 1.16% | Add +5.8% | 696,077 | $63.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.18% | Add +41.6% | 691,000 | $63.3M |
| Convergence Financial, LLC | 6.54% | Add +92.8% | 673,338 | $61.7M |
| Valence8 US LP | 21.09% | Reduce -21.1% | 658,302 | $60.3M |
| Scharf Investments, LLC | 1.83% | Add +29440.7% | 648,714 | $59.4M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -15.6% | 644,277 | $59.0M |
| Alethea Capital Management, LLC | 31.51% | Add +170.5% | 640,038 | $58.7M |
| Capital Asset Advisory Services LLC | 2.22% | Add +16.5% | 633,113 | $58.0M |
| Baird Financial Group, Inc. | 0.09% | Reduce -10.1% | 614,478 | $56.3M |
| Capital Investment Advisory Services, LLC | 4.07% | Reduce -14.2% | 609,138 | $55.8M |
| Gotham Asset Management | 0.17% | Reduce -57.2% | 600,614 | $55.0M |
| Verdence Capital Advisors LLC | 3.14% | Add +3.4% | 587,776 | $53.9M |
| Janney Montgomery Scott LLC | 0.13% | Add +210.6% | 586,118 | $53.7M |
| Acorns Advisers, LLC | 0.40% | Add +4.0% | 585,347 | $53.6M |
| Cullen Capital Management, LLC | 0.54% | Add +5019.9% | 577,062 | $52.9M |
| Focus Partners Wealth | 0.06% | Add +17.5% | 576,184 | $52.8M |
| Integrated Advisors Network LLC | 2.74% | Add +89.9% | 569,175 | $52.2M |
| Cerity Partners LLC | 0.07% | Add +423.9% | 568,897 | $52.1M |
| St. Louis Financial Planners Asset Management, LLC | 29.16% | Add +268.2% | 561,347 | $51.4M |
| Jefferies Financial Group Inc. | 0.65% | Add +7.2% | 559,760 | $51.3M |
| MML Investors Services, LLC | 0.14% | Reduce -29.0% | 550,043 | $50.4M |
| Portside Wealth Group, LLC | 6.69% | Add +50.2% | 537,421 | $49.2M |
| Oppenheimer & Co. Inc. | 0.60% | Add +16.3% | 536,020 | $49.1M |
| Brasada Capital Management, LP | 9.01% | Add +69.0% | 535,375 | $49.0M |
| Hibernia Wealth Partners, LLC | 14.36% | Add +2.3% | 529,954 | $48.6M |
| Salomon & Ludwin, LLC | 4.33% | Reduce -0.3% | 529,388 | $48.5M |
| Randolph Co Inc | 4.62% | Reduce -45.5% | 527,354 | $48.3M |
| Northstar Group, Inc. | 7.05% | Reduce -1.8% | 525,029 | $48.1M |
| Merit Financial Group, LLC | 0.35% | Add +60.4% | 517,551 | $47.4M |
| Capital Research Global Investors | 0.01% | Add +945.4% | 516,253 | $47.3M |
| Prescott Group Capital Management, L.L.C. | 4.71% | Reduce -51.3% | 516,013 | $47.3M |
| Hamilton Capital Partners, LLC | 14.49% | Add +613.0% | 506,719 | $46.4M |
| Relyea Zuckerberg Hanson LLC | 4.66% | Add +9.3% | 505,482 | $46.3M |
| Sollinda Capital Management LLC | 11.12% | Add +19.0% | 499,382 | $45.8M |
| Proficio Capital Partners LLC | 2.43% | New | 496,430 | $45.5M |
| George Kaiser Family Foundation | 5.14% | New | 495,333 | $45.4M |
| McGuire Investment Group, LLC | 5.07% | Add +12.2% | 489,496 | $44.9M |
| EverSource Wealth Advisors, LLC | 1.34% | Reduce -14.0% | 479,367 | $43.9M |
| Capital World Investors | 0.01% | Add +25.3% | 478,151 | $43.8M |
| Jones Financial Companies LLLP | 0.02% | Add +160.7% | 472,232 | $43.3M |
| Apriem Advisors | 4.11% | Add +7.5% | 470,068 | $43.1M |
| Second Half Financial Partners, LLC | 19.36% | No change | 469,315 | $43.0M |
| NewEdge Advisors, LLC | 0.15% | Add +20.8% | 461,216 | $42.3M |
| Encompass More Asset Management | 7.09% | Add +1482.5% | 458,344 | $42.0M |
| Blueprint Investment Partners LLC | 4.25% | Add +1582.7% | 454,804 | $41.7M |
| Gradient Investments LLC | 0.64% | Add +5.7% | 453,084 | $41.5M |
| &partners | 0.20% | Reduce -3.5% | 450,459 | $41.3M |
| D.A. Davidson & Co. | 0.25% | Add +14.8% | 450,931 | $41.3M |
| Dimension Capital Management LLC | 5.80% | Reduce -4.3% | 450,415 | $41.3M |
| Cresset Asset Management, LLC | 0.18% | Add +56.0% | 445,361 | $40.8M |
| Ausdal Financial Partners, Inc. | 1.82% | Add +39.0% | 445,322 | $40.8M |
| Twelve Points Wealth Management LLC | 8.89% | Reduce -23.3% | 441,151 | $40.4M |
| Steward Partners Investment Advisory, LLC | 0.20% | Reduce -17.1% | 429,662 | $39.4M |
| Advisory Services Network, LLC | 0.50% | Reduce -5.3% | 412,336 | $37.8M |
| 12th Street Asset Management Company, LLC | 6.14% | Reduce -0.4% | 409,762 | $37.6M |
| Turning Point Benefit Group, Inc. | 23.64% | Add +48.3% | 405,871 | $37.1M |
| Park Edge Advisors, LLC | 8.55% | Add +432.2% | 404,961 | $37.1M |
| One Capital Management, LLC | 1.02% | Add +13.9% | 404,120 | $37.0M |
| EP Wealth Advisors, LLC | 0.18% | Reduce -22.6% | 403,001 | $36.9M |
| Sicart Associates LLC | 9.46% | Reduce -8.6% | 401,682 | $36.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +13.9% | 401,003 | $36.7M |
| Citigroup Inc. | 0.02% | Add +58.1% | 399,085 | $36.6M |
| Strategic Investment Advisors / MI | 2.51% | Add +35.7% | 396,426 | $36.3M |
| Scotia Capital Inc. | 0.15% | Reduce -1.1% | 392,402 | $36.0M |
| CWA Asset Management Group, LLC | 1.23% | Reduce -15.2% | 391,859 | $35.9M |
| Orion Porfolio Solutions, LLC | 0.31% | Add +567.2% | 390,565 | $35.8M |
| Marex Group Ltd | 0.37% | Add +36.8% | 389,030 | $35.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -43.2% | 387,442 | $35.5M |
| Pacific Point Advisors, LLC | 18.72% | Add +23.2% | 387,247 | $35.5M |
| Rehmann Capital Advisory Group | 1.84% | Reduce -3.8% | 391,273 | $35.3M |
| RFG Advisory, LLC | 0.64% | Reduce -3.1% | 378,993 | $34.7M |
| Fortis Group Advisors, LLC | 5.72% | Add +35.1% | 377,626 | $34.6M |
| McNamara Financial Services, Inc. | 6.54% | Add +16.9% | 376,972 | $34.5M |
| Cypress Capital, LLC | 9.79% | Reduce -5.3% | 375,265 | $34.4M |
| AssuredPartners Investment Advisors, LLC | 3.71% | Add +586.2% | 372,188 | $34.0M |
| North Capital, Inc. | 28.74% | Add +4.1% | 370,284 | $33.9M |
| Bell Bank | 1.43% | Reduce -16.5% | 368,729 | $33.8M |
| WCG Wealth Advisors LLC | 0.94% | Add +7.7% | 366,152 | $33.6M |
| TritonPoint Partners, LLC | 12.21% | New | 361,946 | $33.2M |
| Donoghue Forlines LLC | 8.71% | New | 343,455 | $31.5M |
| Jacobi Capital Management LLC | 1.74% | Add +46.5% | 340,477 | $31.2M |
| Tectonic Advisors LLC | 1.64% | Reduce -0.2% | 338,303 | $31.0M |
| Carrera Capital Advisors | 4.77% | Add +7.4% | 338,084 | $31.0M |
| Mutual Advisors, LLC | 0.67% | Reduce -11.1% | 338,060 | $31.0M |
| Bank of Montreal | 0.01% | Reduce -73.8% | 337,232 | $30.9M |
| IHT Wealth Management, LLC | 0.71% | Add +52.2% | 331,752 | $30.4M |
| Udine Wealth Management, Inc. | 14.68% | Add +3.3% | 327,761 | $30.0M |
| Barry Investment Advisors, LLC | 6.58% | Reduce -1.5% | 325,702 | $29.8M |
| Quantinno Capital Management LP | 0.05% | Add +12.6% | 314,591 | $28.8M |
| Heritage Oak Wealth Advisors LLC | 9.08% | Add +26.1% | 311,857 | $28.6M |
| Elevation Capital Advisory, LLC | 12.14% | Add +109.2% | 311,169 | $28.5M |
| Park Avenue Securities LLC | 0.22% | New | 304,972 | $27.9M |
| Integrated Wealth Concepts LLC | 0.22% | Add +23.4% | 303,556 | $27.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +2.3% | 346,298 | $27.7M |
| Elevation Point Wealth Partners, LLC | 0.66% | Add +45.8% | 302,098 | $27.7M |
| Twin Lakes Capital Management, LLC | 12.51% | Reduce -19.9% | 300,155 | $27.5M |
| Marshall Financial Group, LLC | 4.40% | New | 299,703 | $27.5M |
| JPMorgan Chase & Co. | 0.00% | Add +168.7% | 297,268 | $27.2M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Add +45.9% | 296,111 | $27.1M |
| Auour Investments LLC | 8.32% | Reduce -3.5% | 288,484 | $26.4M |
| Sykon Capital LLC | 8.81% | Add +5185.4% | 288,427 | $26.4M |
| Alliance Wealth Advisors, LLC | 5.71% | Add +50.7% | 287,427 | $26.3M |
| Bank of Nova Scotia | 0.05% | Add +2116.0% | 285,729 | $26.2M |
| Fort Point Capital Partners LLC | 3.43% | Add +13.2% | 285,733 | $26.2M |
| Constant Guidance Financial LLC | 17.91% | New | 282,594 | $25.9M |
| Beaumont Financial Advisors, LLC | 1.77% | Add +24.0% | 281,563 | $25.8M |
| Centaurus Financial, Inc. | 1.21% | Reduce -20.1% | 278,818 | $25.6M |
| Natixis Advisors, LLC | 0.04% | Reduce -29.9% | 277,323 | $25.4M |
| Hippocratic Financial Advisors, LLC | 10.91% | Add +21.2% | 271,386 | $24.9M |
| FWL Investment Management, LLC | 5.45% | Add +68.2% | 270,947 | $24.8M |
| Kingsview Wealth Management, LLC | 0.33% | Reduce -0.0% | 264,568 | $24.2M |
| Vigilare Wealth Management | 8.17% | Add +2186.6% | 263,761 | $24.2M |
| Eagle Capital Management LLC | 0.08% | Reduce -70.2% | 262,612 | $24.1M |
| Founders Grove Wealth Partners, LLC | 5.46% | Add +1.2% | 261,898 | $24.0M |
| Citizens Financial Group Inc. | 0.33% | Add +19.8% | 258,136 | $23.7M |
| Integrity Alliance, Llc. | 0.90% | Reduce -6.7% | 257,679 | $23.6M |
| Farther Finance Advisors, LLC | 0.22% | Reduce -37.0% | 256,824 | $23.5M |
| Night Owl Capital Management, LLC | 2.73% | Add +12.4% | 255,441 | $23.4M |
| Corient Private Wealth LP | 0.03% | Add +73.3% | 255,349 | $23.4M |
| Berkshire Money Management, Inc. | 2.38% | Add +0.9% | 253,667 | $23.2M |
| USA Financial Formulas | 4.38% | New | 253,563 | $23.2M |
| Banco Santander, S.A. | 0.19% | Add +6.9% | 253,206 | $23.2M |
| Keating Investment Counselors Inc. | 5.72% | Add +0.1% | 251,904 | $23.1M |
| Belpointe Asset Management LLC | 0.84% | Add +19.8% | 251,146 | $23.0M |
| Caitlin John, LLC | 13.82% | Add +245.3% | 250,111 | $22.9M |
| Beacon Financial Group | 2.28% | Reduce -5.1% | 249,666 | $22.9M |
| Ramiah Investment Group | 19.99% | Add +1609.5% | 249,660 | $22.9M |
| Asset One Wealth Management LLC | 2.53% | Add +45.6% | 249,712 | $22.9M |
| Founders Financial Securities LLC | 1.29% | Add +59.2% | 249,357 | $22.8M |
| Geneos Wealth Management Inc. | 0.53% | Add +156.5% | 247,564 | $22.7M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +1.6% | 246,875 | $22.6M |
| Teamwork Financial Advisors, LLC | 2.51% | Reduce -15.8% | 246,102 | $22.6M |
| Winch Advisory Services, LLC | 5.12% | Reduce -0.6% | 244,901 | $22.4M |
| Sound Portfolio Advisors, LLC | 18.13% | Add +1.8% | 243,547 | $22.3M |
| Inscription Capital, LLC | 2.35% | Reduce -36.8% | 243,507 | $22.3M |
| Wealthfront Advisers LLC | 0.05% | Add +23.5% | 241,853 | $22.2M |
| Wealth Watch Advisors, INC | 9.25% | Add +56943.8% | 240,725 | $22.1M |
| Gateway Wealth Partners, LLC | 0.85% | Add +109.8% | 238,998 | $21.9M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -19.4% | 232,609 | $21.3M |
| Independent Advisor Alliance | 0.23% | New | 230,965 | $21.2M |
| Maridea Wealth Management LLC | 3.03% | Add +6.5% | 226,471 | $20.8M |
| Bison Wealth, LLC | 2.00% | Reduce -29.5% | 225,278 | $20.6M |
| NorthRock Partners, LLC | 0.33% | Reduce -5.1% | 224,326 | $20.6M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +56.9% | 216,658 | $19.9M |
| Ebert Capital Management Inc. | 20.24% | Reduce -6.7% | 216,242 | $19.8M |
| Saratoga Research & Investment Management | 1.12% | Reduce -4.5% | 215,077 | $19.7M |
| J.W. Cole Advisors, Inc. | 0.66% | Add +33.4% | 212,357 | $19.5M |
| Yacktman Asset Management | 0.26% | Add +26.3% | 212,115 | $19.4M |
| Fortis Capital Advisors, LLC | 2.53% | Add +30.1% | 211,062 | $19.3M |
| High Note Wealth, LLC | 3.78% | Add +14.2% | 210,094 | $19.3M |
| DT Investment Partners, LLC | 1.60% | Add +5.4% | 209,472 | $19.2M |
| Managed Asset Portfolios, LLC | 2.27% | Add +28.3% | 206,840 | $19.0M |
| Strategic Advisors LLC | 3.13% | Add +1.0% | 205,421 | $18.8M |
| Apella Capital, LLC | 0.28% | New | 204,519 | $18.7M |
| Aptus Capital Advisors, LLC | 0.16% | Add +7.7% | 204,124 | $18.7M |
| Norden Group LLC | 1.80% | Add +18.3% | 203,914 | $18.7M |
| Blueprint Financial Advisors LLC | 2.76% | New | 203,146 | $18.6M |
| Roundview Capital LLC | 1.12% | Reduce -2.6% | 195,875 | $18.0M |
| Marathon Capital Management | 4.04% | Add +21.1% | 195,446 | $17.9M |
| Hofer & Associates. Inc | 9.56% | Reduce -0.3% | 194,153 | $17.8M |
| HSBC Holdings PLC | 0.01% | Reduce -2.6% | 191,160 | $17.5M |
| BNP Paribas Financial Markets | 0.01% | Add +1111.6% | 190,208 | $17.4M |
| Beacon Capital Management, Inc. | 0.98% | Reduce -18.6% | 190,103 | $17.4M |
| Arta Finance Wealth Management LLC | 8.56% | Add +1.0% | 189,625 | $17.3M |
| J2 Capital Management Inc | 11.83% | Add +31.8% | 188,322 | $17.3M |
| Impact Partnership Wealth, LLC | 2.12% | Reduce -83.9% | 186,884 | $17.1M |
| Certior Financial Group, LLC | 10.87% | Add +329.7% | 186,296 | $17.1M |
| AA Financial Advisors, LLC | 2.39% | New | 185,228 | $17.0M |
| Islay Capital Management, LLC | 8.60% | Add +181.8% | 183,834 | $16.8M |
| Exchange Traded Concepts, LLC | 0.13% | Reduce -33.8% | 181,849 | $16.7M |
| Great Valley Advisor Group, Inc. | 0.30% | Add +4.5% | 181,746 | $16.7M |
| Fifth Third Bancorp | 0.03% | Add +14147.3% | 181,226 | $16.6M |
| State Street Corp. | 0.00% | New | 179,944 | $16.5M |
| Virtue Capital Management, LLC | 2.50% | Reduce -6.0% | 179,186 | $16.4M |
| Montis Financial, LLC | 3.39% | Add +5.7% | 178,976 | $16.4M |
| Lido Advisors, LLC | 0.06% | Add +269.5% | 178,162 | $16.3M |
| HighPoint Advisor Group LLC | 0.68% | Add +4.0% | 177,081 | $16.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +50.6% | 174,699 | $16.0M |
| Gladstone Institutional Advisory LLC | 0.58% | Add +404.2% | 171,742 | $15.7M |
| Samara Investment Management, LLC | 16.10% | — | 169,423 | $15.5M |
| Hardman Johnston Global Advisors LLC | 0.73% | New | 168,020 | $15.4M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -40.1% | 167,261 | $15.3M |
| Ranch Capital Advisors Inc. | 5.57% | Reduce -5.0% | 166,107 | $15.2M |
| Verus Capital Partners, LLC | 1.03% | Add +36.5% | 163,139 | $15.0M |
| Tidal Investments LLC | 0.05% | Add +662.9% | 161,845 | $14.8M |
| Vivid Wealth Management, LLC | 5.98% | Add +1.3% | 161,200 | $14.8M |
| Pacific Capital Wealth Advisors, Inc. | 2.48% | Reduce -1.1% | 161,168 | $14.8M |
| Fiduciary Alliance LLC | 0.89% | Add +0.8% | 161,212 | $14.8M |
| Allworth Financial LP | 0.06% | Reduce -49.0% | 159,470 | $14.6M |
| Stableford Capital II LLC | 5.42% | Add +276.7% | 159,302 | $14.6M |
| Zacks Investment Management | 0.12% | Reduce -20.8% | 156,568 | $14.3M |
| MOKAN Wealth Management Inc. | 6.35% | Add +2.3% | 156,518 | $14.3M |
| Spectrum Planning & Advisory Services Inc. | 7.07% | Reduce -5.5% | 155,958 | $14.3M |
| Benedict Financial Advisors Inc. | 2.97% | Reduce -1.1% | 155,952 | $14.3M |
| AE Wealth Management LLC | 0.08% | Add +76.1% | 155,169 | $14.2M |
| Ameritas Advisory Services, LLC | 0.54% | Add +50.8% | 152,771 | $14.0M |
| Hilton Capital Management, LLC | 1.05% | Reduce -32.4% | 151,694 | $13.9M |
| Reyes Financial Architecture, Inc. | 11.31% | Add +114.3% | 151,059 | $13.8M |
| Kohmann Bosshard Financial Services, LLC | 1.34% | Reduce -20.1% | 150,164 | $13.8M |
| IronBridge Private Wealth, LLC | 4.44% | Add +222.7% | 150,087 | $13.8M |
| Spartan Planning & Wealth Management | 10.11% | Add +3825.1% | 149,192 | $13.7M |
| Trek Financial, LLC | 0.72% | Add +11.9% | 148,083 | $13.6M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -17.4% | 147,635 | $13.5M |
| Stelac Advisory Services LLC | 2.70% | New | 145,688 | $13.4M |
| Treasure Coast Financial Planning | 6.84% | Add +4.8% | 145,104 | $13.3M |
| Clearstead Trust, LLC | 2.16% | Reduce -4.7% | 144,843 | $13.3M |
| Benjamin Edwards Inc. | 0.13% | Add +15.9% | 144,111 | $13.2M |
| Everstar Asset Management, LLC | 7.02% | Add +17.4% | 143,994 | $13.2M |
| Capital Wealth Alliance, LLC | 5.94% | Add +10.1% | 143,229 | $13.1M |
| Advisor OS, LLC | 0.95% | Add +5663.6% | 143,169 | $13.1M |
| Lifestyle Asset Management, Inc. | 4.24% | New | 141,794 | $13.0M |
| Lionsbridge Wealth Management LLC | 13.06% | New | 141,754 | $13.0M |
| Victory Financial Group, LLC | 1.59% | Add +5.4% | 141,027 | $12.9M |
| BTS Asset Management, Inc. | 49.59% | New | 140,398 | $12.9M |
| Precision Wealth Strategies, LLC | 4.22% | Add +40.8% | 138,914 | $12.7M |
| Eagle Rock Investment Company, LLC | 1.81% | Add +4.8% | 136,165 | $12.5M |
| ADAR1 Capital Management, LLC | 0.75% | No change | 135,585 | $12.4M |
| Purewater Capital LLC | 11.85% | — | 134,912 | $12.4M |
| Entrewealth, LLC | 5.51% | Reduce -3.0% | 134,130 | $12.3M |
| PFG Investments, LLC | 0.57% | Add +19.7% | 133,734 | $12.3M |
| Modern Wealth Management, LLC | 0.21% | Add +17.8% | 133,195 | $12.2M |
| TKG Advisors, LLC | 5.03% | Add +37.4% | 132,821 | $12.2M |
| Chesapeake Asset Management LLC | 9.73% | Add +4414.3% | 132,585 | $12.2M |
| Lumbard & Kellner, LLC | 4.20% | Reduce -14.0% | 132,326 | $12.1M |
| JBR Co Financial Management Inc | 5.07% | No change | 132,445 | $12.1M |
| Arete Wealth Advisors, LLC | 0.90% | Reduce -50.0% | 131,669 | $12.1M |
| Coldstream Capital Management Inc. | 0.15% | Add +73.5% | 131,122 | $12.0M |
| Calamos Wealth Management LLC | 0.41% | Reduce -24.8% | 129,038 | $11.8M |
| Calamos Advisors LLC | 0.06% | New | 129,038 | $11.8M |
| Strategic Wealth Investment Group, LLC | 1.50% | Reduce -13.3% | 128,652 | $11.8M |
| Aegis Wealth Management, Inc. | 9.21% | New | 127,833 | $11.7M |
| Mgo One Seven LLC | 0.23% | Reduce -20.2% | 126,719 | $11.6M |
| Ryan Investment Management, Inc. | 6.49% | New | 125,945 | $11.5M |
| Ethos Financial Group, LLC | 0.84% | Add +283.8% | 125,756 | $11.5M |
| FWG Holdings, LLC | 4.35% | New | 125,979 | $11.5M |
| Guidance Capital, Inc. | 2.58% | Add +7.3% | 125,846 | $11.5M |
| Advisors Preferred, LLC | 1.68% | Reduce -1.2% | 124,480 | $11.4M |
| Silver Oak Securities, Incorporated | 0.83% | Add +16.6% | 124,432 | $11.4M |
| Calton & Associates, Inc. | 1.62% | Reduce -6.1% | 123,207 | $11.3M |
| Diversify Wealth Management, LLC | 0.20% | Add +105.2% | 122,117 | $11.2M |
| Strategic Financial Concepts, LLC | 2.75% | New | 123,059 | $11.1M |
| Balefire, LLC | 2.10% | Add +94.2% | 121,442 | $11.1M |
| Capital Advisors, Ltd. LLC | 1.25% | Add +11.8% | 120,215 | $11.0M |
| CreativeOne Wealth, LLC | 0.26% | Add +42.4% | 119,945 | $11.0M |
| GLR Partners, LLC | 6.00% | — | 119,932 | $11.0M |
| Flow Traders U.S. LLC | 0.35% | Add +1010.9% | 118,888 | $10.9M |
| GM Advisory Group, LLC | 0.42% | Add +2.8% | 118,857 | $10.9M |
| HighRoad Wealth Advisors, LLC | 10.50% | Add +14.4% | 117,317 | $10.8M |
| Hilltop Holdings Inc. | 0.97% | Add +58.1% | 117,029 | $10.7M |
| Summit Financial, LLC | 0.14% | Reduce -23.6% | 116,457 | $10.7M |
| Curran Financial Partners, LLC | 1.91% | Reduce -19.1% | 116,134 | $10.6M |
| Crescent Grove Advisors, LLC | 1.05% | Add +56.5% | 116,101 | $10.6M |
| VestGen Advisors, LLC | 0.30% | Reduce -2.8% | 116,290 | $10.6M |
| Waterloo Capital, L.P. | 0.74% | Add +1432.1% | 115,508 | $10.6M |
| Independent Financial Group, LLC | 0.24% | Reduce -11.9% | 115,148 | $10.6M |
| WealthPlan Investment Management, LLC | 0.59% | Reduce -62.1% | 114,666 | $10.5M |
| Lifetime Wealth Management P.C. | 6.11% | Add +2.8% | 114,650 | $10.5M |
| Guild Investment Management, Inc. | 7.42% | Reduce -0.4% | 113,336 | $10.4M |
| Boomfish Wealth Group, LLC | 5.54% | Add +18.9% | 113,166 | $10.4M |
| Apollon Wealth Management, LLC | 0.17% | Add +35.2% | 112,395 | $10.3M |
| Signal Advisors Wealth, LLC | 0.71% | Reduce -10.2% | 112,141 | $10.3M |
| G&S Capital LLC | 3.59% | Add +20.0% | 111,461 | $10.2M |
| Trilogy Capital Inc. | 0.45% | Add +17.1% | 111,118 | $10.2M |
| Norris Financial Group, LLC | 3.32% | Reduce -0.1% | 111,114 | $10.2M |
| Quaker Wealth Management, LLC | 3.18% | Add +2.1% | 110,966 | $10.2M |
| Partners Capital Investment Group, LLP | 0.38% | Add +34.4% | 110,881 | $10.2M |
| Pinnacle Family Advisors, LLC | 4.73% | New | 109,834 | $10.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.59% | New | 109,200 | $10.0M |
| Pathway Financial Advisors LLC | 1.23% | Add +0.0% | 108,526 | $9.9M |
| First Wilshire Securities Management Inc. | 2.22% | Add +15.1% | 107,390 | $9.8M |
| Tompkins Financial Corp. | 0.78% | Add +1.7% | 106,628 | $9.8M |
| DAVENPORT & Co LLC | 0.05% | Add +2.5% | 105,928 | $9.7M |
| Cairn Investment Group, Inc. | 4.82% | Add +31.0% | 105,875 | $9.7M |
| CapWealth Advisors, LLC | 0.87% | Reduce -14.1% | 105,671 | $9.7M |
| Woodley Farra Manion Portfolio Management Inc. | 0.46% | Add +10.8% | 103,899 | $9.5M |
| PSI Advisors, LLC | 2.30% | Add +119.8% | 103,775 | $9.5M |
| Alliancebernstein L.P. | 0.00% | Add +219.4% | 102,988 | $9.4M |
| Vontobel Holding Ltd. | 0.03% | Add +101.6% | 102,690 | $9.4M |
| Savior LLC | 33.48% | Add +63.9% | 102,409 | $9.4M |
| Meridian Wealth Management, LLC | 0.33% | Add +29.2% | 102,307 | $9.4M |
| JT Stratford LLC | 1.19% | Reduce -2.6% | 101,966 | $9.3M |
| Flagship Harbor Advisors, LLC | 0.41% | Reduce -27.2% | 101,867 | $9.3M |
| Pinnacle Financial Partners, Inc. | 0.07% | Add +1.4% | 101,483 | $9.3M |
| Gibbs Wealth Management | 1.21% | Add +43.6% | 100,526 | $9.2M |
| Boston Standard Wealth Management, LLC | 1.51% | New | 100,608 | $9.2M |
| Acorn Financial Advisory Services Inc. | 1.25% | Reduce -66.0% | 99,874 | $9.2M |
| Arkadios Wealth Advisors | 0.15% | Reduce -23.5% | 99,732 | $9.1M |
| CoreCap Advisors, LLC | 0.31% | Reduce -17.4% | 99,207 | $9.1M |
| Western Wealth Management, LLC | 0.34% | Add +202.7% | 98,262 | $9.0M |
| GenTrust, LLC | 0.38% | Add +2.2% | 97,731 | $9.0M |
| Coral Wealth Management, LLC | 9.98% | — | 222,307 | $8.9M |
| B. Riley Wealth Advisors, Inc. | 0.58% | Reduce -76.3% | 97,196 | $8.9M |
| Harbor Investment Advisory, LLC | 0.70% | Reduce -0.1% | 97,151 | $8.9M |
| Flatrock Wealth Partners LLC | 3.99% | Add +51.0% | 96,817 | $8.9M |
| SLT Holdings LLC | 6.25% | Add +0.1% | 96,394 | $8.8M |
| GTS Securities LLC | 0.31% | Add +224.4% | 96,026 | $8.8M |
| Bleakley Financial Group, LLC | 0.14% | Reduce -30.4% | 95,198 | $8.7M |
| TD Waterhouse Canada Inc. | 0.03% | Add +48.1% | 94,340 | $8.6M |
| LaSalle St. Investment Advisors, LLC | 1.21% | Add +118.5% | 93,707 | $8.6M |
| Capstone Wealth Management Group LLC | 5.25% | Reduce -1.1% | 93,085 | $8.5M |
| Legacy Capital Group California, Inc. | 3.24% | Add +7.8% | 92,779 | $8.5M |
| Iams Wealth Management, LLC | 2.95% | Add +20.6% | 92,499 | $8.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.31% | Add +8.4% | 92,428 | $8.5M |
| Matrix Trust Co | 1.38% | Add +104.7% | 90,464 | $8.3M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -51.7% | 90,008 | $8.2M |
| Pekin Hardy Strauss, Inc. | 0.85% | Add +180.6% | 89,176 | $8.2M |
| Simplicity Wealth,LLC | 0.46% | Add +0.1% | 88,543 | $8.1M |
| Nixon Capital, LLC | 2.77% | New | 88,395 | $8.1M |
| Sargent Investment Group, LLC | 1.06% | Reduce -5.2% | 87,929 | $8.1M |
| Raub Brock Capital Management LP | 2.04% | Reduce -6.4% | 87,838 | $8.0M |
| BTC Capital Management, Inc. | 0.53% | Add +193.4% | 85,817 | $7.9M |
| Three Seasons Wealth, LLC | 2.99% | New | 85,486 | $7.8M |
| Paragon Capital Management Inc. | 6.58% | Add +2.0% | 84,735 | $7.8M |
| Beam Wealth Advisors, Inc. | 1.92% | Reduce -24.1% | 84,259 | $7.7M |
| Professional Financial Advisors, LLC | 1.57% | Reduce -20.0% | 84,138 | $7.7M |
| Malaga Cove Capital, LLC | 2.76% | Reduce -11.2% | 83,931 | $7.7M |
| Rik Saylor Financial, Inc. | 5.78% | Reduce -1.4% | 83,053 | $7.6M |
| Tower Research Capital LLC (TRC) | 0.20% | Reduce -25.7% | 82,749 | $7.6M |
| Mid-American Wealth Advisory Group, Inc. | 3.18% | No change | 82,293 | $7.5M |
| Pine Valley Investments Ltd Liability Co | 0.37% | Add +63.5% | 81,937 | $7.5M |
| Wallace Advisory Group, LLC | 7.97% | Add +262.7% | 81,391 | $7.5M |
| Csenge Advisory Group | 0.34% | Add +5.1% | 80,823 | $7.4M |
| OpenArc Corporate Advisory, LLC | 0.11% | Add +100.1% | 80,785 | $7.4M |
| Hanover Advisors Inc. | 3.01% | Reduce -26.3% | 80,738 | $7.4M |
| IFP Advisors, Inc | 0.15% | Add +66.7% | 80,406 | $7.4M |
| Wesbanco Bank Inc. | 0.20% | Add +63.1% | 79,837 | $7.3M |
| Westbourne Investments, Inc. | 3.48% | Add +26.4% | 79,770 | $7.3M |
| Graves Light Lenhart Wealth, Inc. | 0.76% | Reduce -7.3% | 79,593 | $7.3M |
| Lunt Capital Management, Inc. | 2.80% | Reduce -22.4% | 79,486 | $7.3M |
| Tempus Wealth Planning, LLC | 1.67% | Add +51.9% | 79,222 | $7.3M |
| RIA Advisory Group LLC | 1.78% | Reduce -61.4% | 79,201 | $7.3M |
| M Holdings Securities, Inc. | 0.49% | Reduce -13.2% | 79,203 | $7.3M |
| West Financial Advisors, LLC | 1.23% | Reduce -0.2% | 78,965 | $7.2M |
| AdvisorNet Financial, Inc | 0.37% | Add +11.2% | 78,812 | $7.2M |
| Delta Investment Management, LLC | 1.29% | Add +6.9% | 78,576 | $7.2M |
| Continuum Advisory, LLC | 0.69% | Add +107.8% | 78,404 | $7.2M |
| Investor's Fiduciary Advisor Network, LLC | 2.20% | Add +10.8% | 78,287 | $7.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.4% | 78,166 | $7.2M |
| Atlas Capital Advisors Inc. | 0.82% | Add +8.8% | 78,020 | $7.1M |
| White Lighthouse Investment Management Inc. | 0.99% | Reduce -1.8% | 78,013 | $7.1M |
| Titan Investment Management LLC | 6.26% | Reduce -30.3% | 77,390 | $7.1M |
| GFI Investment Counsel Ltd. | 0.96% | Add +21.3% | 76,708 | $7.0M |
| Genus Capital Management Inc. | 0.80% | Add +2.2% | 76,223 | $7.0M |
| IPG Investment Advisors LLC | 1.18% | Reduce -14.0% | 75,147 | $6.9M |
| Compass Financial Services Inc | 2.96% | Add +0.1% | 74,643 | $6.8M |
| Teucrium Investment Advisors, LLC | 5.29% | Reduce -27.0% | 74,604 | $6.8M |
| MCF Advisors LLC | 0.30% | Reduce -18.3% | 74,392 | $6.8M |
| Certuity, LLC | 0.44% | Add +28.3% | 73,715 | $6.8M |
| Kingswood Wealth Advisors, LLC | 0.32% | Add +15.4% | 73,635 | $6.7M |
| Founders Financial Alliance, LLC | 1.21% | Add +3.2% | 73,490 | $6.7M |
| Brown, Lisle/Cummings, Inc. | 1.68% | Add +49.3% | 73,276 | $6.7M |
| Family Manage LLC | 0.80% | Reduce -57.5% | 72,499 | $6.6M |
| TD Private Client Wealth LLC | 0.14% | Add +74.0% | 72,150 | $6.6M |
| Fiduciary Financial Group, LLC | 0.87% | Reduce -11.7% | 71,197 | $6.5M |
| Sacks & Associates, LLC | 4.82% | Add +7.6% | 70,770 | $6.5M |
| Wealth Advisors of Iowa, LLC | 2.01% | Add +142.7% | 70,754 | $6.5M |
| First Trust Advisors LP | 0.00% | New | 70,557 | $6.5M |
| Wheelhouse Advisory Group LLC | 2.14% | Add +5.1% | 70,452 | $6.5M |
| Cabot Wealth Management Inc. | 0.74% | Reduce -4.7% | 70,178 | $6.4M |
| KG Capital Management | 4.58% | Add +40.8% | 69,736 | $6.4M |
| Legacy Wealth Managment, LLC | 3.18% | Add +16.7% | 69,577 | $6.4M |
| Private Management Group Inc. | 0.18% | Reduce -37.3% | 68,797 | $6.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.36% | Add +0.5% | 68,705 | $6.3M |
| Baring Financial LLC | 3.83% | Add +0.2% | 68,342 | $6.3M |
| WealthTrust Asset Management, LLC | 3.74% | Reduce -3.5% | 68,294 | $6.3M |
| World Investment Advisors | 0.10% | Add +410.7% | 68,276 | $6.3M |
| JCIC Asset Management Inc. | 1.92% | New | 68,261 | $6.3M |
| Schroder Investment Management Group | 0.01% | Reduce -77.2% | 67,929 | $6.2M |
| Financial Network Wealth Advisors LLC | 6.35% | Add +96.3% | 67,686 | $6.2M |
| Clear Creek Financial Management, LLC | 0.48% | Add +20.9% | 67,686 | $6.2M |
| Morgan Dempsey Capital Management LLC | 2.78% | Add +15.8% | 66,598 | $6.1M |
| Smart Money Group LLC | 1.77% | Reduce -24.1% | 66,560 | $6.1M |
| Savvy Advisors, Inc. | 0.16% | Add +6.3% | 66,407 | $6.1M |
| Sovereign Investment Advisors, LLC | 1.26% | Add +0.5% | 64,775 | $5.9M |
| Forza Wealth Management, LLC | 2.06% | Reduce -1.7% | 64,643 | $5.9M |
| Scarborough Advisors, LLC | 0.65% | Add +165.0% | 64,616 | $5.9M |
| MRWM Advisors, LLC | 3.20% | Add +7.1% | 64,423 | $5.9M |
| Kassira Wealth Management LLC | 5.39% | Reduce -26.1% | 64,027 | $5.9M |
| Spire Wealth Management | 0.20% | Add +15.0% | 63,580 | $5.8M |
| Sovran Advisors, LLC | 0.46% | Add +8.1% | 63,486 | $5.8M |
| Palladiem, LLC | 5.53% | Reduce -4.1% | 63,340 | $5.8M |
| Arq Wealth Advisors, LLC | 1.04% | New | 63,174 | $5.8M |
| Larry Mathis Financial Planning, LLC | 5.13% | Add +680.9% | 62,490 | $5.7M |
| CPR Investments Inc. | 3.81% | Reduce -3.0% | 62,296 | $5.7M |
| Biltmore Wealth Management, LLC | 2.03% | Add +17.6% | 62,170 | $5.7M |
| Fagan Associates, Inc. | 0.79% | Add +4.2% | 62,165 | $5.7M |
| Procyon Advisors, LLC | 0.28% | Reduce -19.4% | 62,127 | $5.7M |
| Greenfield Seitz Capital Management, LLC | 1.71% | Reduce -31.8% | 61,986 | $5.7M |
| Moneco Advisors, LLC | 0.44% | Add +5.4% | 61,758 | $5.7M |
| Hershey Financial Advisers, LLC | 4.88% | Add +30.2% | 61,626 | $5.6M |
| Clarkston Capital Partners, LLC | 0.43% | Reduce -68.5% | 61,215 | $5.6M |
| Parkwood LLC | 0.50% | Reduce -75.4% | 61,100 | $5.6M |
| Titleist Asset Management, LLC | 0.42% | Reduce -3.0% | 60,974 | $5.6M |
| Ashton Thomas Securities, LLC | 0.70% | New | 60,815 | $5.6M |
| SFI Advisors, LLC | 5.75% | Reduce -39.0% | 59,774 | $5.5M |
| Elmwood Wealth Management, Inc. | 1.51% | Add +284.7% | 59,660 | $5.5M |
| One Day In July LLC | 0.44% | Reduce -33.9% | 59,574 | $5.5M |
| Alchemi Wealth, LLC | 3.00% | Reduce -2.1% | 59,000 | $5.4M |
| Crestwood Advisors Group, LLC | 0.09% | Reduce -36.3% | 58,992 | $5.4M |
| Napier Financial, LLC | 1.23% | Reduce -7.6% | 58,515 | $5.4M |
| HRT Financial LP | 0.01% | New | 58,417 | $5.4M |
| Tranquilli Financial Advisor LLC | 3.10% | Add +75.5% | 57,964 | $5.3M |
| Principal Securities, Inc. | 0.08% | Add +100.6% | 57,862 | $5.3M |
| Aviance Capital Partners, LLC | 0.61% | Add +28.9% | 56,926 | $5.2M |
| National Wealth Management Group, LLC | 1.93% | Add +256.1% | 56,533 | $5.2M |
| Oliver Luxxe Assets LLC | 0.78% | Add +6.5% | 56,524 | $5.2M |
| Sanchez Gaunt Capital Management, LLC | 3.23% | — | 56,445 | $5.2M |
| Jordan Park Group LLC | 0.28% | Add +20.4% | 56,427 | $5.2M |
| Palogic Value Management, L.P. | 2.30% | Add +928.4% | 56,379 | $5.2M |
| Win Advisors, Inc. | 2.31% | Add +1269.0% | 55,047 | $5.0M |
| Upper Left Wealth Management, LLC | 2.97% | Add +5.3% | 54,872 | $5.0M |
| Vertex Planning Partners, LLC | 0.97% | Add +197.2% | 54,649 | $5.0M |
| SP Asset Management LLC | 0.44% | Reduce -12.2% | 54,193 | $5.0M |
| CPC Advisors, LLC | 0.80% | Add +2332.7% | 53,640 | $4.9M |
| Krilogy Financial LLC | 0.16% | Reduce -7.2% | 53,310 | $4.9M |
| Perennial Investment Advisors, LLC | 0.39% | Reduce -1.4% | 52,726 | $4.8M |
| Elevate Capital Advisors, LLC | 3.12% | Add +47.7% | 52,715 | $4.8M |
| AlphaCore Capital LLC | 0.11% | Add +3.0% | 52,537 | $4.8M |
| Luken Investment Analytics, LLC | 1.82% | Add +20.2% | 51,992 | $4.8M |
| Peregrine Asset Advisers, Inc. | 1.28% | New | 51,897 | $4.8M |
| J.Safra Asset Management Corp | 0.26% | Add +3.0% | 51,806 | $4.7M |
| Hohimer Wealth Management, LLC | 0.58% | New | 51,742 | $4.7M |
| Wedbush Securities Inc. | 0.14% | Add +9.9% | 50,997 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +556.2% | 50,171 | $4.6M |
| Unique Wealth Strategies, LLC | 1.88% | New | 50,000 | $4.6M |
| Empowered Funds, LLC | 0.03% | Reduce -67.9% | 49,797 | $4.6M |
| Cim, LLC | 0.66% | Add +0.4% | 49,557 | $4.5M |
| Insight 2811, Inc. | 1.97% | Reduce -1.3% | 49,404 | $4.5M |
| Trivium Point Advisory, LLC | 0.82% | Reduce -77.1% | 49,394 | $4.5M |
| Prostatis Group LLC | 1.15% | Reduce -10.2% | 49,153 | $4.5M |
| Artesa Financial Group, LLC | 4.22% | Reduce -1.9% | 48,354 | $4.4M |
| Private Trust Co. NA | 0.39% | Add +12.2% | 48,145 | $4.4M |
| Legacy Wealth Advisors, LLC | 2.25% | Add +2.4% | 48,129 | $4.4M |
| Dean, Jacobson Financial Services, LLC | 2.71% | Reduce -82.4% | 48,099 | $4.4M |
| Kovack Advisors, Inc. | 0.23% | Add +1.3% | 47,703 | $4.4M |
| Cornerstone Investment Partners, LLC | 0.18% | Add +35.5% | 47,425 | $4.3M |
| NDWM LLC | 2.81% | Reduce -43.5% | 47,203 | $4.3M |
| Strategic Blueprint, LLC | 0.25% | Add +6.5% | 47,070 | $4.3M |
| Kennedy Investment Group, Inc. | 1.67% | Reduce -6.0% | 46,619 | $4.3M |
| Choreo, LLC | 0.05% | Add +1.1% | 46,613 | $4.3M |
| Financial Solutions Advisory Group, Inc. | 0.59% | — | 46,598 | $4.3M |
| Evexia Wealth LLC | 1.17% | Add +15.7% | 46,581 | $4.3M |
| Climber Capital SA | 2.78% | Reduce -31.9% | 46,395 | $4.2M |
| October Effect Ltd | 4.86% | Reduce -17.3% | 46,044 | $4.2M |
| Concord Wealth Partners | 0.55% | Add +1.8% | 45,846 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -18.3% | 45,281 | $4.1M |
| Harbour Investments, Inc. | 0.06% | Add +37.7% | 45,061 | $4.1M |
| Palouse Capital Management, Inc. | 2.79% | Reduce -26.2% | 44,750 | $4.1M |
| Pioneer Wealth Management Group | 1.14% | Add +13.5% | 44,426 | $4.1M |
| Tillman Hartley LLC | 1.01% | Reduce -29.3% | 43,892 | $4.0M |
| First Financial Bankshares Inc | 0.08% | Add +574.7% | 43,887 | $4.0M |
| Concord Asset Management, LLC | 0.67% | Add +0.6% | 43,460 | $4.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +50.8% | 43,136 | $4.0M |
| 4WEALTH Advisors, Inc. | 3.37% | Add +529.9% | 43,062 | $3.9M |
| Roan Capital Partners | 3.65% | — | 43,019 | $3.9M |
| NorthCrest Asset Manangement, LLC | 0.12% | Reduce -15.5% | 42,873 | $3.9M |
| B & T Capital Management DBA Alpha Capital Management | 0.56% | Reduce -73.5% | 42,452 | $3.9M |
| Freestate Advisors LLC | 3.09% | Reduce -11.2% | 42,205 | $3.9M |
| Wealth Enhancement Trust Services, Inc. | 0.47% | Reduce -20.4% | 41,995 | $3.8M |
| Headinvest, LLC | 0.79% | Add +2.3% | 41,916 | $3.8M |
| Prosperity Consulting Group, LLC | 0.17% | Add +242.9% | 41,854 | $3.8M |
| Core Wealth Partners LLC | 1.78% | Reduce -6.0% | 41,765 | $3.8M |
| Walkner Condon Financial Advisors LLC | 0.50% | Reduce -5.9% | 41,520 | $3.8M |
| Beacon Wealthcare LLC | 1.33% | Add +54.3% | 41,038 | $3.8M |
| MAI Capital Management | 0.02% | Reduce -1.6% | 40,920 | $3.7M |
| Values First Advisors, Inc. | 1.94% | Add +0.7% | 40,626 | $3.7M |
| Evolve Private Wealth, LLC | 0.20% | Add +14.4% | 40,395 | $3.7M |
| Aurora Investment Managers, LLC. | 2.72% | Reduce -66.7% | 40,341 | $3.7M |
| CIBC Bancorp USA Inc. | 0.01% | — | 40,271 | $3.7M |
| Unison Advisors LLC | 0.28% | Reduce -8.5% | 40,269 | $3.7M |
| Culbertson A N & Co. Inc. | 0.48% | Add +8.0% | 40,014 | $3.7M |
| OakTrust Wealth Advisors, LLC | 3.34% | Add +2.5% | 39,992 | $3.7M |
| Brookwood Investment Group LLC | 0.46% | Add +92.7% | 39,506 | $3.6M |
| Journey Retirement Planning & Investment Management LLC | 3.19% | Reduce -70.5% | 39,471 | $3.6M |
| 49 Wealth Management, LLC | 0.27% | Reduce -0.0% | 39,385 | $3.6M |
| WESPAC Advisors, LLC | 1.97% | Add +97.8% | 39,217 | $3.6M |
| Strategic Equity Management | 1.35% | New | 39,081 | $3.6M |
| Cary Street Partners Financial LLC | 0.09% | Add +3.7% | 38,865 | $3.6M |
| Cornerstone Planning, LLC | 0.80% | Add +61.7% | 39,044 | $3.6M |
| Intrepid Financial Planning Group LLC | 1.44% | Reduce -11.9% | 38,809 | $3.6M |
| Rosenberg Matthew Hamilton | 0.72% | Add +0.6% | 38,253 | $3.5M |
| Strategic Wealth Partners, Ltd. | 0.24% | Reduce -56.2% | 38,143 | $3.5M |
| Fjell Capital, LLC | 2.68% | Reduce -41.7% | 38,070 | $3.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.10% | Add +18.0% | 37,772 | $3.5M |
| TFB Advisors LLC | 1.79% | Add +1421.3% | 37,211 | $3.4M |
| Jim Saulnier & Associates, LLC | 1.66% | Reduce -13.4% | 37,139 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -11.6% | 37,052 | $3.4M |
| Pecaut & Co. | 1.07% | Reduce -1.4% | 36,071 | $3.3M |
| TriaGen Wealth Management LLC | 0.89% | Add +557.9% | 35,700 | $3.3M |
| Focus Financial Network, Inc. | 0.12% | Reduce -27.1% | 35,502 | $3.3M |
| Patten Group, Inc. | 0.56% | Reduce -8.3% | 34,951 | $3.2M |
| Revisor Wealth Management LLC | 0.88% | Reduce -25.2% | 34,946 | $3.2M |
| Vista Investment Management | 1.07% | Reduce -16.7% | 34,890 | $3.2M |
| Channel Wealth LLC | 0.77% | Reduce -5.3% | 34,842 | $3.2M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -19.7% | 34,723 | $3.2M |
| Momentum Wealth Planning, LLC | 2.89% | Add +146.1% | 34,249 | $3.1M |
| RDA Financial Network | 0.79% | Reduce -52.2% | 34,233 | $3.1M |
| Shore Point Advisors, LLC | 1.24% | Add +1.1% | 34,145 | $3.1M |
| Arax Advisory Partners | 0.09% | Reduce -46.7% | 34,099 | $3.1M |
| Pearl Planning LLC | 1.65% | Reduce -2.5% | 33,709 | $3.1M |
| Arrowroot Family Office, LLC | 1.02% | Reduce -28.4% | 33,626 | $3.1M |
| JNBA Financial Advisors | 0.26% | Add +183.8% | 33,590 | $3.1M |
| Invenio Wealth Partners LLC | 1.22% | Reduce -30.2% | 33,588 | $3.1M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +1.1% | 33,569 | $3.1M |
| Lakewood Asset Management LLC | 1.96% | Reduce -9.4% | 33,374 | $3.1M |
| Townsquare Capital LLC | 0.69% | Add +0.9% | 33,319 | $3.1M |
| Deutsche Bank AG | 0.00% | Add +3.9% | 33,250 | $3.0M |
| Private Client Services, LLC | 0.91% | Reduce -11.8% | 33,142 | $3.0M |
| MBA Advisors LLC | 1.16% | Reduce -2.0% | 33,078 | $3.0M |
| Venturi Wealth Management, LLC | 0.14% | Reduce -67.5% | 32,961 | $3.0M |
| Sagespring Wealth Partners, LLC | 0.06% | Reduce -27.7% | 32,934 | $3.0M |
| Smithfield Trust Co | 0.13% | Add +225.9% | 32,778 | $3.0M |
| Two Sigma Securities, LLC | 0.35% | Reduce -58.2% | 32,765 | $3.0M |
| Empower Advisory Group, LLC | 0.01% | Reduce -36.1% | 32,401 | $3.0M |
| Moment Partners, LLC | 0.53% | New | 32,306 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +54.2% | 32,295 | $3.0M |
| Stephens Inc. | 0.04% | Add +1.0% | 32,216 | $3.0M |
| Hudson Oak Wealth Advisory LLC | 2.56% | Reduce -0.4% | 32,197 | $3.0M |
| Kopion Asset Management, LLC | 2.28% | Reduce -39.4% | 32,033 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +185.8% | 31,841 | $2.9M |
| Macco Financial Group, Inc. | 2.21% | Add +13.9% | 31,821 | $2.9M |
| Quartz Partners, LLC | 1.13% | Reduce -61.6% | 31,820 | $2.9M |
| LPWM LLC | 0.73% | Reduce -2.3% | 31,727 | $2.9M |
| FSM Wealth Advisors, LLC | 0.37% | Reduce -12.7% | 31,722 | $2.9M |
| Clear Trail Advisors, LLC | 0.48% | Reduce -28.5% | 31,422 | $2.9M |
| Hardworking Capital Advisors, LLC | 2.68% | Reduce -1.7% | 31,260 | $2.9M |
| PFG Advisors | 0.14% | Reduce -72.8% | 31,244 | $2.9M |
| Tucker Asset Management LLC | 0.86% | Reduce -60.2% | 31,236 | $2.9M |
| Net Worth Advisory Group | 0.59% | Reduce -16.0% | 31,212 | $2.9M |
| Bingham Private Wealth, LLC | 2.26% | Add +0.6% | 31,097 | $2.8M |
| Balance Wealth Partners LLC | 0.88% | Add +32.9% | 31,093 | $2.8M |
| Discipline Wealth Solutions, LLC | 0.30% | Add +27.0% | 30,792 | $2.8M |
| Regal Investment Advisors LLC | 0.16% | Add +76.5% | 30,752 | $2.8M |
| 1834 Investment Advisors Co. | 0.35% | Reduce -53.3% | 30,732 | $2.8M |
| Northern Trust Corp. | 0.00% | Add +43.0% | 30,561 | $2.8M |
| Three Cord True Wealth Management, LLC | 1.54% | Add +1.6% | 30,275 | $2.8M |
| Nwam LLC | 0.16% | Add +27.1% | 30,175 | $2.8M |
| Highline Wealth Partners LLC | 0.71% | Add +2210.5% | 30,152 | $2.8M |
| Accurate Wealth Management, LLC | 0.33% | Reduce -12.5% | 30,167 | $2.8M |
| WNY Asset Management, LLC | 0.28% | — | 30,021 | $2.8M |
| Lanark Financial, Inc. | 0.21% | Add +13.1% | 30,002 | $2.7M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -11.5% | 29,932 | $2.7M |
| Transcend Capital Advisors, LLC | 0.22% | Add +126.9% | 29,780 | $2.7M |
| Sherman Wealth Management LLC | 2.34% | Reduce -0.8% | 29,742 | $2.7M |
| Sowell Financial Services LLC | 0.10% | Add +24.6% | 29,730 | $2.7M |
| Silicon Valley Capital Partners | 0.27% | Reduce -4.3% | 29,550 | $2.7M |
| Wellspring Financial Advisors, LLC | 0.20% | Add +0.3% | 29,332 | $2.7M |
| Vickerman Investment Advisors, Inc. | 0.56% | Reduce -7.5% | 29,140 | $2.7M |
| Spartan Wealth Advisory Services LLC | 0.23% | — | 28,948 | $2.7M |
| Smith, Moore & Co. | 0.19% | Reduce -11.4% | 28,884 | $2.6M |
| Austin Wealth Management, LLC | 0.60% | Reduce -84.0% | 28,913 | $2.6M |
| Level Four Advisory Services, LLC | 0.09% | Add +24.6% | 28,778 | $2.6M |
| Parkside Financial Bank & Trust | 0.20% | No change | 28,539 | $2.6M |
| Clio Asset Management LLC | 2.18% | Reduce -47.2% | 28,426 | $2.6M |
| Worth Asset Management, LLC | 0.97% | Reduce -12.4% | 28,377 | $2.6M |
| Money Concepts Capital Corp. | 0.14% | Reduce -8.3% | 28,241 | $2.6M |
| Signet Private Wealth LLC | 2.47% | Add +3.1% | 28,192 | $2.6M |
| Optivise Advisory Services LLC | 1.55% | New | 27,903 | $2.6M |
| CacheTech Inc. | 0.49% | Reduce -24.3% | 27,800 | $2.5M |
| Cannell & Spears LLC | 0.05% | Reduce -11.7% | 27,712 | $2.5M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -7.2% | 27,703 | $2.5M |
| Clarity Financial LLC | 0.28% | Reduce -35.1% | 27,673 | $2.5M |
| Compound Planning, Inc. | 0.08% | Reduce -35.8% | 27,504 | $2.5M |
| Gambit Capital Management, LLC | 1.77% | New | 26,902 | $2.5M |
| TLWM | 0.44% | Reduce -33.6% | 26,770 | $2.5M |
| American Institute for Advanced Investment Management, LLP | 1.58% | Add +72.4% | 26,670 | $2.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | Add +97.4% | 26,662 | $2.4M |
| Berkeley Capital Partners, LLC | 0.56% | Add +980.9% | 26,395 | $2.4M |
| JGP Wealth Management, LLC | 0.25% | Reduce -49.5% | 26,357 | $2.4M |
| Sierra Legacy Group | 1.84% | Reduce -32.4% | 26,305 | $2.4M |
| Mattson Financial Services, LLC | 0.57% | Add +4.6% | 26,218 | $2.4M |
| Strategent Financial, LLC | 1.62% | Reduce -29.6% | 25,973 | $2.4M |
| Altfest L J & Co. Inc. | 0.25% | Reduce -83.7% | 25,943 | $2.4M |
| Pinkerton Wealth, LLC | 0.22% | Reduce -7.6% | 25,964 | $2.4M |
| Copley Financial Group, Inc. | 1.42% | Add +16.1% | 25,702 | $2.4M |
| Thor Trading Advisors, LLC | 0.97% | Add +2.7% | 25,647 | $2.4M |
| Axim Planning & Wealth | 2.83% | Add +44.1% | 25,321 | $2.3M |
| GeoWealth Management, LLC | 0.08% | Add +237.2% | 25,232 | $2.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -11.4% | 25,153 | $2.3M |
| Cornerstone Wealth Group, LLC | 0.15% | Add +153.4% | 24,923 | $2.3M |
| Coyle Financial Counsel LLC | 0.48% | Reduce -1.8% | 24,718 | $2.3M |
| Adams Wealth Management | 0.49% | Reduce -19.9% | 24,589 | $2.3M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1.16% | New | 24,101 | $2.2M |
| Diversified Portfolios, Inc. | 0.18% | Add +10.7% | 24,088 | $2.2M |
| StoneX Group Inc. | 0.12% | Add +111.5% | 23,916 | $2.2M |
| DBK Financial Counsel, LLC | 1.66% | Reduce -3.4% | 23,883 | $2.2M |
| NWF Advisory Services Inc. | 0.24% | Add +2.8% | 23,600 | $2.2M |
| Richmond Investment Services, LLC | 0.35% | Add +178.5% | 23,397 | $2.1M |
| Turim 21 Investimentos Ltda. | 0.53% | Reduce -3.4% | 23,246 | $2.1M |
| Arrington Capital Management, LLC | 2.41% | New | 23,098 | $2.1M |
| Independent Wealth Network Inc. | 0.63% | Reduce -9.1% | 23,071 | $2.1M |
| IMA Advisory Services, Inc. | 0.20% | Reduce -50.4% | 22,900 | $2.1M |
| Stirlingshire Investments, Inc. | 1.82% | Reduce -63.1% | 22,690 | $2.1M |
| Innova Wealth Partners | 0.99% | Add +465.4% | 22,679 | $2.1M |
| Bricktown Capital, LLC | 0.41% | No change | 22,496 | $2.1M |
| Harmony Asset Management LLC | 0.63% | New | 22,472 | $2.1M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 1.00% | New | 22,292 | $2.0M |
| Stone Wealth Partners | 1.83% | Reduce -30.7% | 22,192 | $2.0M |
| Nutshell Asset Management Ltd | 1.11% | Reduce -93.5% | 22,106 | $2.0M |
| Prelude Capital Management, LLC | 0.16% | Reduce -54.7% | 22,106 | $2.0M |
| Curi Capital, LLC | 0.04% | Reduce -10.6% | 22,001 | $2.0M |
| Pilgrim Partners Asia Pte Ltd | 0.85% | No change | 22,000 | $2.0M |
| Hara Capital LLC | 1.00% | Add +30.6% | 21,964 | $2.0M |
| Commerce Bank | 0.01% | Reduce -3.5% | 21,910 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -66.3% | 21,903 | $2.0M |
| Parkway Wealth Management Group, LLC | 0.25% | Add +7.3% | 21,933 | $2.0M |
| Murchinson Ltd. | 0.81% | New | 21,844 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 21,841 | $2.0M |
| Tennessee Valley Asset Management Partners | 0.26% | Add +18.0% | 21,740 | $2.0M |
| Smartleaf Asset Management LLC | 0.07% | Add +117.2% | 21,723 | $2.0M |
| Hollencrest Capital Management | 0.07% | Add +16160.9% | 21,627 | $2.0M |
| Red Door Wealth Management, LLC | 0.20% | Add +1.7% | 21,460 | $2.0M |
| HFG Advisors, Inc. | 1.38% | Add +64.3% | 21,340 | $2.0M |
| Mills Wealth Advisors LLC | 0.68% | Reduce -5.1% | 21,192 | $1.9M |
| Financial Planning Fort Collins, LLC | 1.51% | Reduce -1.3% | 21,151 | $1.9M |
| Gilpin Wealth Management, LLC | 1.53% | Reduce -11.9% | 21,022 | $1.9M |
| Avior Wealth Management, LLC | 0.05% | Add +53.4% | 20,896 | $1.9M |
| LVW Advisors, LLC | 0.19% | Reduce -28.8% | 20,730 | $1.9M |
| Parallel Advisors, LLC | 0.03% | Add +79.3% | 20,701 | $1.9M |
| Black Swift Group, LLC | 0.33% | Add +8.2% | 20,680 | $1.9M |
| BayBridge Capital Group, LLC | 1.17% | No change | 20,612 | $1.9M |
| WealthTrak Capital Management LLC | 1.34% | Reduce -2.9% | 20,418 | $1.9M |
| SkyOak Wealth, LLC | 0.34% | Reduce -31.4% | 20,309 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +31.7% | 20,283 | $1.9M |
| Betterment LLC | 0.00% | Add +12.5% | 20,016 | $1.8M |
| Petra Financial Advisors Inc. | 1.13% | Add +29.9% | 19,931 | $1.8M |
| International Assets Investment Management, LLC | 0.13% | Add +3.3% | 19,865 | $1.8M |
| CFG Wealth Management Services, Inc. | 1.70% | Reduce -37.0% | 19,617 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +44.6% | 19,597 | $1.8M |
| Diligent Investors, LLC | 0.44% | No change | 19,500 | $1.8M |
| Advyzon Investment Management, LLC | 0.16% | Reduce -5.3% | 19,392 | $1.8M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.59% | Reduce -38.9% | 19,299 | $1.8M |
| Hengehold Capital Management LLC | 0.15% | Reduce -0.5% | 19,103 | $1.8M |
| NTV Asset Management LLC | 0.19% | Reduce -1.0% | 19,097 | $1.8M |
| Auxano Advisors, LLC | 0.35% | Add +189.6% | 18,943 | $1.7M |
| Thompson Davis & Co., Inc. | 1.14% | Add +9.4% | 18,650 | $1.7M |
| Covestor Ltd | 1.18% | Add +1091.8% | 18,521 | $1.7M |
| GatePass Capital, LLC | 0.84% | Reduce -10.0% | 18,450 | $1.7M |
| Financial Management Professionals, Inc. | 0.19% | Reduce -0.0% | 18,386 | $1.7M |
| Leading Edge Financial Planning LLC | 0.35% | Add +52.4% | 18,357 | $1.7M |
| Sei Investments Co. | 0.00% | Add +11.0% | 18,122 | $1.7M |
| Outbound Financial Inc | 1.24% | Reduce -9.2% | 18,008 | $1.7M |
| ZEGA Investments, LLC | 0.31% | Reduce -25.1% | 17,991 | $1.6M |
| Thompson David Blair | 0.94% | Add +120.4% | 17,844 | $1.6M |
| Ruggiero Investments, Inc. | 1.57% | Add +531.8% | 17,735 | $1.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Reduce -4.9% | 17,687 | $1.6M |
| Steel Grove Capital Advisors, LLC | 0.17% | Add +44.9% | 17,680 | $1.6M |
| Serenus Wealth Advisors, LLC | 0.32% | Add +0.2% | 17,665 | $1.6M |
| Traub Capital Management LLC | 1.57% | Reduce -3.2% | 17,224 | $1.6M |
| Pure Financial Advisors, LLC | 0.02% | Add +3.7% | 17,084 | $1.6M |
| Premier Private Wealth Management LLC | 1.65% | Reduce -64.2% | 17,040 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -45.6% | 17,004 | $1.6M |
| Regimen Wealth, LLC | 0.45% | Add +396.1% | 16,982 | $1.6M |
| Entruity Wealth, LLC | 1.06% | Reduce -7.8% | 16,972 | $1.6M |
| Eastern Bank | 0.03% | Reduce -13.2% | 16,820 | $1.5M |
| United Advisor Group, LLC | 0.19% | Add +276.3% | 16,577 | $1.5M |
| Robinswood Financial LLC | 0.48% | Reduce -31.3% | 16,567 | $1.5M |
| Ascent Wealth Partners, LLC | 0.18% | Reduce -6.2% | 16,560 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -77.7% | 16,525 | $1.5M |
| RPS Advisory Solutions LLC | 0.86% | Reduce -56.2% | 16,524 | $1.5M |
| Alps Advisors Inc. | 0.01% | Add +251.4% | 16,480 | $1.5M |
| Third View Private Wealth, LLC | 0.21% | Add +16.1% | 16,430 | $1.5M |
| SVB Wealth LLC | 0.10% | Reduce -0.4% | 16,422 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Reduce -20.7% | 16,393 | $1.5M |
| UNIVEST FINANCIAL Corp | 0.08% | Reduce -85.3% | 16,380 | $1.5M |
| Private Wealth Group, LLC | 0.70% | Reduce -9.0% | 16,314 | $1.5M |
| Beese Fulmer Investment Management, Inc. | 0.10% | Reduce -0.1% | 16,295 | $1.5M |
| Tidemark, LLC | 0.38% | Add +24.9% | 16,260 | $1.5M |
| Fortress Private Ledger, LLC | 0.47% | Reduce -3.2% | 16,250 | $1.5M |
| Ameliora Wealth Management Ltd. | 0.47% | No change | 16,163 | $1.5M |
| B.O.S.S. Retirement Advisors, LLC | 0.44% | Reduce -3.2% | 15,886 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -3.2% | 15,841 | $1.5M |
| Portland Investment Counsel Inc. | 0.46% | Reduce -47.1% | 15,774 | $1.4M |
| First Citizens Financial Corp | 0.68% | Add +5.5% | 15,745 | $1.4M |
| Capital Analysts, LLC | 0.04% | Add +51.2% | 15,637 | $1.4M |
| Waycross Investment Management Co | 1.36% | Add +42.9% | 15,552 | $1.4M |
| Plan Group Financial, LLC | 0.33% | Add +2.3% | 15,511 | $1.4M |
| Catalyst Capital Advisors LLC | 0.03% | New | 15,500 | $1.4M |
| Baker Tilly Wealth Management, LLC | 0.34% | Add +26.0% | 15,456 | $1.4M |
| Pacific Park Financial, Inc. | 0.92% | Add +18.2% | 15,442 | $1.4M |
| Collaborative Fund Advisors, LLC | 0.87% | — | 15,416 | $1.4M |
| Brown Miller Wealth Management, LLC | 0.40% | Add +228.8% | 15,382 | $1.4M |
| Lake Hills Wealth Management, LLC | 0.78% | Reduce -91.1% | 15,316 | $1.4M |
| Arlington Trust Co LLC | 0.12% | Add +12.1% | 15,220 | $1.4M |
| Colonial River Investments, LLC | 0.50% | Reduce -9.0% | 15,118 | $1.4M |
| Brown Financial Advisors | 0.52% | Add +3.2% | 15,106 | $1.4M |
| Blue Trust, Inc. | 0.02% | Add +175.5% | 15,026 | $1.4M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 15,000 | $1.4M |
| Naviter Wealth, LLC | 0.17% | Reduce -14.1% | 14,981 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Reduce -15.0% | 14,927 | $1.4M |
| Falcon Wealth Planning | 0.09% | Add +9.2% | 14,825 | $1.4M |
| AllGen Financial Advisors, Inc. | 0.32% | Reduce -89.1% | 14,771 | $1.4M |
| Zinnia Wealth Advisory, LLC | 1.51% | Reduce -89.8% | 14,717 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.14% | Add +416.9% | 14,664 | $1.3M |
| Tactive Advisors, LLC | 0.38% | Reduce -54.6% | 14,625 | $1.3M |
| Kickstand Ventures, Llc. | 0.28% | Reduce -1.3% | 14,620 | $1.3M |
| Foguth Wealth Management, LLC. | 0.16% | Reduce -34.8% | 14,598 | $1.3M |
| Pacific Excel Wealth Advisors, Inc. | 1.41% | Add +104.3% | 14,581 | $1.3M |
| Marion Wealth Management | 0.30% | Add +208.0% | 14,568 | $1.3M |
| DORVAL Corp | 0.41% | Add +7.9% | 14,474 | $1.3M |
| Sequent Planning LLC | 0.32% | Add +6.0% | 14,432 | $1.3M |
| Ascentis Independent Advisors | 0.10% | Add +157.3% | 14,424 | $1.3M |
| SMART Wealth LLC | 0.39% | New | 14,389 | $1.3M |
| Fortune Financial Advisors, LLC | 0.67% | Add +21.2% | 14,354 | $1.3M |
| Dogwood Wealth Management LLC | 0.57% | Add +12.0% | 14,207 | $1.3M |
| Retireful, LLC | 1.82% | Reduce -6.0% | 14,074 | $1.3M |
| Exit Wealth Advisors, LLC. | 0.66% | Reduce -89.5% | 13,926 | $1.3M |
| Collier Financial | 0.97% | Reduce -6.8% | 13,924 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +20.5% | 13,872 | $1.3M |
| Focused Wealth Management, Inc | 0.13% | Reduce -90.6% | 13,846 | $1.3M |
| Clearstead Advisors, LLC | 0.01% | Add +6.5% | 13,794 | $1.3M |
| Unique Wealth, LLC | 0.17% | Reduce -11.3% | 13,687 | $1.3M |
| Occidental Asset Management, LLC | 0.15% | Add +214.2% | 13,625 | $1.2M |
| Bridgewealth Advisory Group, LLC | 0.26% | Reduce -58.1% | 13,611 | $1.2M |
| Seed Wealth Management, Inc. | 0.85% | Reduce -1.1% | 13,565 | $1.2M |
| Phraction Management LLC | 0.34% | New | 13,538 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | No change | 13,528 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +148.6% | 13,489 | $1.2M |
| Capital CS Group, LLC | 2.55% | Add +1.1% | 13,489 | $1.2M |
| Aspire Private Capital, LLC | 0.27% | New | 13,258 | $1.2M |
| Diversified Management Inc. | 0.21% | New | 13,195 | $1.2M |
| Eddie Patel Inc | 0.93% | Reduce -25.1% | 13,176 | $1.2M |
| Sound Income Strategies, LLC | 0.06% | Reduce -22.1% | 13,089 | $1.2M |
| Ascent Group, LLC | 0.04% | Add +372.3% | 12,993 | $1.2M |
| Integrity Advisory Solutions, LLC | 0.16% | Reduce -56.4% | 12,985 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.18% | Add +73.7% | 12,871 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +20.9% | 12,847 | $1.2M |
| Paulson Wealth Management Inc. | 0.27% | Reduce -36.0% | 12,780 | $1.2M |
| Castleview Partners, LLC | 0.59% | Reduce -6.2% | 12,651 | $1.2M |
| OneAscent Financial Services LLC | 0.06% | Add +112.0% | 12,554 | $1.2M |
| Fourth Dimension Wealth, LLC | 0.44% | Reduce -18.3% | 12,543 | $1.1M |
| Fisher Asset Management | 0.00% | Add +165.2% | 12,522 | $1.1M |
| Rockport Wealth LLC | 0.21% | Reduce -6.8% | 12,479 | $1.1M |
| Sound Financial Strategies Group, LLC | 0.77% | Add +0.1% | 12,384 | $1.1M |
| Total Investment Management Inc. | 0.13% | Add +0.1% | 12,338 | $1.1M |
| Wellington-Altus USA Inc. | 0.66% | Add +2.9% | 12,280 | $1.1M |
| VestGen Investment Management | 0.61% | Add +171.5% | 12,138 | $1.1M |
| Retirement Capital Strategies | 0.42% | Reduce -5.2% | 12,026 | $1.1M |
| Intellectus Partners, LLC | 0.22% | New | 12,007 | $1.1M |
| Welch Group, LLC | 0.04% | Add +3.0% | 11,877 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.55% | Reduce -0.3% | 11,863 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.07% | Add +235.7% | 11,868 | $1.1M |
| Richard W. Paul & Associates, LLC | 0.37% | Add +2.3% | 11,848 | $1.1M |
| 44 Wealth Management LLC | 0.38% | Reduce -40.0% | 11,806 | $1.1M |
| Carr Financial Group Corp | 0.28% | Reduce -36.5% | 11,730 | $1.1M |
| Centennial Advisors, LLC | 1.36% | Add +13.0% | 11,691 | $1.1M |
| McElhenny Sheffield Capital Management, LLC | 0.26% | Add +0.0% | 11,571 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 11,544 | $1.1M |
| YHB Investment Advisors, Inc. | 0.08% | Add +4.9% | 11,535 | $1.1M |
| PVG Asset Management Corp. | 0.62% | Reduce -82.1% | 11,483 | $1.1M |
| Guardian Partners Inc. | 0.09% | Reduce -6.0% | 11,395 | $1.0M |
| Fig Financial Advisory Services Inc. | 0.65% | Add +9.8% | 11,378 | $1.0M |
| Faithward Advisors, LLC | 0.15% | Reduce -6.2% | 11,375 | $1.0M |
| Itau Unibanco Holding S.A. | 0.02% | Reduce -13.4% | 11,364 | $1.0M |
| Eagle Global Advisors LLC | 0.04% | No change | 11,350 | $1.0M |
| Latitude Advisors, LLC | 0.47% | Add +387.4% | 11,292 | $1.0M |
| Werba Rubin Papier Wealth Management | 0.14% | Add +18.3% | 11,248 | $1.0M |
| McGowan Group Asset Management, Inc. | 0.13% | No change | 11,247 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -3.8% | 11,244 | $1.0M |
| Karpus Management, Inc. | 0.03% | Add +78.7% | 11,240 | $1.0M |
| Andina Capital Management, LLC | 0.92% | Reduce -54.5% | 11,144 | $1.0M |
| Tsfg, LLC | 0.15% | Add +49.7% | 11,068 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Add +6.5% | 11,062 | $1.0M |
| Addison Capital Co | 0.18% | Reduce -2.9% | 11,029 | $1.0M |
| Advisor Resource Council | 0.40% | Add +148.8% | 11,017 | $1.0M |
| Claro Advisors Inc. | 0.12% | Reduce -3.0% | 11,011 | $1.0M |
| Howard Financial Services, LTD. | 0.11% | Reduce -74.2% | 10,863 | $995K |
| Landmark Wealth Management, Inc. | 0.37% | New | 10,844 | $994K |
| Intrua Financial, LLC | 0.11% | Add +195.3% | 10,776 | $988K |
| Sunpointe, LLC | 0.32% | Add +18.0% | 10,709 | $981K |
| Verum Partners LLC | 0.19% | Reduce -25.6% | 10,705 | $981K |
| New Harbor Financial Group, LLC | 0.18% | Add +73.4% | 10,614 | $973K |
| Pointe Capital Management LLC | 0.48% | Add +12.6% | 10,591 | $971K |
| Savant Capital, LLC | 0.00% | New | 10,499 | $962K |
| Strait & Sound Wealth Management LLC | 0.37% | Add +16.0% | 10,496 | $962K |
| Financial & Tax Architects, LLC | 0.21% | Reduce -27.8% | 10,416 | $954K |
| PFW Advisors LLC | 0.30% | Add +266.4% | 10,408 | $954K |
| Brand Asset Management Group, Inc. | 0.25% | New | 10,336 | $947K |
| Creative Financial Designs Inc. | 0.06% | Reduce -8.2% | 10,238 | $938K |
| TFR Capital, LLC. | 0.29% | Add +0.2% | 10,226 | $937K |
| Royal Fund Management, LLC | 0.09% | Add +5.8% | 10,124 | $927K |
| Significant Wealth Partners LLC | 1.14% | Add +53.7% | 10,116 | $927K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.41% | Reduce -36.6% | 10,070 | $923K |
| West Michigan Advisors, LLC | 0.20% | Add +10.1% | 10,040 | $920K |
| Sharp Wealth Advisory, LLC | 0.45% | Add +3.1% | 10,038 | $920K |
| Holos Integrated Wealth LLC | 0.46% | New | 10,015 | $916K |
| Wealth Architects, LLC | 0.08% | Add +56.8% | 9,916 | $909K |
| Citadel Advisors | 0.00% | New | 9,915 | $909K |
| Cibc World Market Inc. | 0.00% | Reduce -20.1% | 9,892 | $907K |
| Capital Planning LLC | 0.29% | Reduce -3.6% | 9,861 | $904K |
| Leavell Investment Management, Inc. | 0.04% | Add +55.0% | 9,845 | $902K |
| RiverTree Advisors, LLC | 0.57% | Reduce -39.6% | 9,808 | $899K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -80.3% | 9,780 | $896K |
| Souders Financial Advisors | 0.10% | Reduce -35.5% | 9,739 | $892K |
| Broussard Financial Group LLC | 0.71% | Reduce -41.4% | 9,664 | $886K |
| Cramer Rosenthal McGlynn LLC | 0.06% | New | 9,570 | $877K |
| Choate Investment Advisors | 0.02% | Reduce -45.6% | 9,541 | $874K |
| RPG Investment Advisory, LLC | 0.11% | Reduce -17.2% | 9,520 | $872K |
| Wellington Shields Capital Management, LLC | 0.13% | Add +68.4% | 9,404 | $862K |
| CMC Financial Group | 1.74% | Reduce -23.0% | 9,373 | $859K |
| Main Street Financial Solutions, LLC | 0.06% | Add +0.1% | 9,346 | $856K |
| CCG Wealth Management, LLC | 0.23% | Add +153.1% | 9,305 | $853K |
| Roman Butler Fullerton & Co. | 0.23% | Add +12.3% | 9,307 | $851K |
| Alhambra Investment Management LLC | 0.39% | Add +2.2% | 9,285 | $851K |
| Intellus Advisors LLC | 0.12% | Add +77.5% | 9,254 | $848K |
| Resolute Capital, LLC | 0.34% | Reduce -3.5% | 9,227 | $846K |
| Private Advisory Group LLC | 0.06% | Reduce -77.7% | 9,214 | $844K |
| Mitchell Sinkler & Starr | 0.39% | Reduce -8.4% | 9,167 | $840K |
| Advisory Advocates, LLC | 0.85% | Add +33.9% | 9,128 | $836K |
| Stratos Investment Management, LLC | 0.03% | No change | 8,995 | $824K |
| Barnes Pettey Financial Advisors, LLC | 0.36% | Reduce -9.8% | 8,990 | $824K |
| Sentinel Pension Advisors, LLC | 0.12% | Reduce -18.1% | 8,965 | $822K |
| Florida Financial Advisors, LLC | 0.20% | Add +21.2% | 8,932 | $819K |
| Five Pine Wealth Management | 0.51% | Reduce -29.1% | 8,931 | $818K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -47.4% | 8,906 | $816K |
| Meitav Investment House Ltd. | 0.01% | Reduce -2.7% | 8,848 | $810K |
| Briaud Financial Planning Inc | 0.21% | Add +43.4% | 8,796 | $806K |
| Presper Financial Architects, LLC | 0.48% | Add +0.3% | 8,782 | $805K |
| Blair William & Co. | 0.00% | Reduce -36.0% | 8,752 | $802K |
| TPG Financial Advisors, LLC | 0.26% | New | 8,749 | $802K |
| Pennsylvania Capital Management Inc. | 0.23% | New | 8,665 | $794K |
| Stokes Family Office, LLC | 0.08% | No change | 8,600 | $788K |
| Quadcap Wealth Management, LLC | 0.09% | Add +54.4% | 8,514 | $780K |
| Balboa Wealth Partners | 0.13% | Add +23.4% | 8,509 | $780K |
| NewEdge Wealth, LLC | 0.01% | Add +33.6% | 8,489 | $778K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.13% | New | 8,489 | $778K |
| Fulcrum Equity Management | 0.75% | New | 8,452 | $775K |
| Destination Wealth Management | 0.02% | Add +127.3% | 8,434 | $773K |
| Invariant Investment Management | 0.47% | Reduce -6.1% | 8,356 | $764K |
| Raleigh Capital Management Inc. | 0.26% | Add +25157.6% | 8,335 | $764K |
| Eagle Strategies LLC | 0.09% | Reduce -0.7% | 8,307 | $761K |
| Creekside Partners | 0.31% | Add +2.7% | 8,216 | $753K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -30.6% | 8,162 | $748K |
| Ehrlich Financial Group | 0.43% | New | 8,122 | $744K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -9.0% | 8,027 | $735K |
| OneDigital Investment Advisors LLC | 0.01% | Add +48.5% | 8,003 | $733K |
| Humankind Investments LLC | 0.42% | Reduce -75.4% | 8,000 | $733K |
| Moneywise, Inc. | 0.31% | New | 7,857 | $720K |
| Prospera Financial Services Inc | 0.01% | Add +12.9% | 7,849 | $719K |
| Portfolio Design Labs, LLC | 0.13% | Reduce -76.3% | 7,819 | $717K |
| Hobart Private Capital, LLC | 0.14% | Add +5.1% | 7,759 | $711K |
| Realta Investment Advisors | 0.25% | Add +3.4% | 7,758 | $711K |
| XY Planning Network, Inc. | 0.11% | Add +0.2% | 7,775 | $711K |
| Cary Street Partners Investment Advisory LLC | 0.18% | Reduce -66.0% | 7,702 | $706K |
| Phil A. Younker & Associates, Ltd. | 0.47% | Reduce -61.3% | 7,672 | $703K |
| Lavelle Capital LP | 0.44% | New | 7,650 | $701K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.62% | Add +18.8% | 7,632 | $699K |
| Earned Wealth Advisors, LLC | 0.05% | New | 7,600 | $696K |
| Milestone Asset Management, LLC | 0.13% | Reduce -7.1% | 7,485 | $686K |
| Fortis Capital Management LLC | 0.09% | Reduce -88.5% | 7,403 | $678K |
| Beacon Bank & Trust | 0.14% | Reduce -47.1% | 7,353 | $674K |
| Providence First Trust Co | 0.24% | No change | 7,315 | $670K |
| Oxford Wealth Group, LLC | 0.37% | Reduce -6.1% | 7,312 | $670K |
| Miller Investment Management, LP | 0.07% | No change | 7,179 | $658K |
| Summa Corp. | 0.27% | Add +1.2% | 7,095 | $650K |
| Valmark Advisers, Inc. | 0.01% | Add +109.6% | 7,029 | $644K |
| NFSG Corp | 0.11% | Add +9100.0% | 6,992 | $641K |
| Mairs & Power Inc. | 0.01% | Add +8.5% | 6,985 | $640K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -10.3% | 6,877 | $630K |
| Nemes Rush Group LLC | 0.06% | Add +16.9% | 6,875 | $630K |
| Lee Johnson Capital Management, LLC | 0.23% | Reduce -25.9% | 6,872 | $630K |
| Tide Cove Capital Partners LLC | 0.42% | Add +1.6% | 6,786 | $622K |
| Strategic Investment Solutions, Inc. | 0.15% | Add +8.4% | 6,784 | $622K |
| Columbia Advisory Partners LLC | 0.39% | Add +36.5% | 6,740 | $618K |
| Sfmg, LLC | 0.04% | Reduce -25.7% | 6,733 | $617K |
| Lincoln Capital Corp. | 0.23% | Reduce -8.4% | 6,733 | $617K |
| Ceera Investments, LLC | 0.27% | Reduce -8.3% | 6,730 | $617K |
| Sage Mountain Advisors LLC | 0.04% | Reduce -68.9% | 6,727 | $616K |
| One Wealth Capital Management, LLC | 0.27% | New | 6,689 | $613K |
| Arkfeld Wealth Strategies, L.L.C. | 0.19% | Reduce -1.7% | 6,653 | $609K |
| Navigation Wealth Management, Inc. | 2.18% | Add +81.6% | 6,588 | $604K |
| Platform Technology Partners | 0.12% | New | 6,557 | $601K |
| Client First Investment Management LLC | 0.31% | Reduce -8.8% | 6,535 | $599K |
| Indivisible Partners | 0.05% | Reduce -8.0% | 6,510 | $597K |
| HUB Investment Partners, LLC | 0.01% | New | 6,491 | $595K |
| Bourgeon Capital Management LLC | 0.11% | Add +23.8% | 6,472 | $593K |
| Ducere Wealth Management LLC | 0.24% | New | 6,454 | $591K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.1% | 6,353 | $582K |
| Generation Capital Management LLC | 0.43% | Reduce -2.0% | 6,352 | $582K |
| Mission Wealth Management, LP | 0.01% | New | 6,345 | $581K |
| MMBG Investment Advisors Co. | 0.05% | No change | 6,343 | $581K |
| Innovative Asset Advisors Group, LLC | 0.34% | — | 6,336 | $581K |
| Stiles Financial Services Inc | 0.18% | Reduce -4.6% | 6,297 | $577K |
| Neuberger Berman Group LLC | 0.00% | Reduce -71.6% | 6,295 | $577K |
| Councilor Wealth, LLC | 0.28% | Reduce -14.1% | 6,269 | $575K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -27.3% | 6,255 | $573K |
| McAdam, LLC | 0.03% | Add +3.5% | 6,240 | $572K |
| Kestra Investment Management, LLC | 0.01% | Add +22.0% | 6,213 | $569K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Add +3.4% | 6,207 | $569K |
| Mountain Capital Investment Advisors Inc. | 0.08% | New | 6,106 | $559K |
| Coordinated Financial Services, Inc. | 0.33% | Reduce -39.9% | 6,098 | $559K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.6% | 6,060 | $555K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -7.3% | 5,993 | $549K |
| Rossby Financial, LCC | 0.11% | Add +79.8% | 5,956 | $544K |
| Endowment Wealth Management, Inc. | 0.24% | Add +30.1% | 5,902 | $541K |
| Wealthcare Capital Partners, LLC | 0.25% | Add +2.9% | 5,840 | $535K |
| Sloy Dahl & Holst, LLC | 0.07% | No change | 5,775 | $529K |
| US Bancorp \de | 0.00% | Reduce -60.9% | 5,755 | $527K |
| A4 Wealth Advisors LLC | 0.44% | Add +2.7% | 5,721 | $524K |
| Pennington Partners & Co., LLC | 0.18% | Reduce -15.3% | 5,701 | $522K |
| Hummer Financial Advisory Services Inc | 0.37% | Add +9.6% | 5,700 | $522K |
| Staley Capital Advisers Inc. | 0.02% | Add +147.8% | 5,700 | $522K |
| Westfuller Advisors, LLC | 0.23% | Reduce -25.7% | 5,700 | $522K |
| Oxinas Partners, LLC | 0.23% | Add +0.7% | 5,597 | $513K |
| PYA Waltman Capital, LLC | 0.14% | Add +0.1% | 5,571 | $511K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.6% | 5,570 | $510K |
| Paladin Wealth, LLC | 0.35% | Add +8.4% | 5,565 | $510K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -12.5% | 5,520 | $506K |
| Cape Investment Advisory, Inc. | 0.17% | Add +26.5% | 5,481 | $502K |
| Miramontes Capital, LLC | 0.17% | Reduce -17.5% | 5,473 | $502K |
| Schusterman Interests, LLC | 0.13% | No change | 5,460 | $500K |
| Magnolia Private Wealth, LLC | 0.33% | Add +24.1% | 5,446 | $499K |
| Banque Transatlantique SA | 0.01% | New | 5,443 | $499K |
| MFG Wealth Management, Inc. | 0.41% | Reduce -10.3% | 5,442 | $499K |
| Fund Advisors of America Inc | 0.50% | Reduce -33.0% | 5,420 | $497K |
| Wbi Investments, LLC | 0.14% | New | 5,417 | $496K |
| Millington Securities, LLC | 0.14% | — | 5,417 | $496K |
| Phillips Wealth Planners LLC | 0.37% | Reduce -4.7% | 5,404 | $494K |
| Stonekeep Investments, LLC | 0.32% | Reduce -4.9% | 5,350 | $490K |
| Capital Square, LLC | 0.22% | Add +9.7% | 5,287 | $484K |
| Peak Asset Management, LLC | 0.09% | Reduce -8.5% | 5,284 | $484K |
| Burke & Herbert Bank & Trust Co. | 0.13% | New | 5,270 | $483K |
| Bogart Wealth, LLC | 0.02% | Add +52.5% | 5,270 | $483K |
| City Center Advisors, LLC | 0.45% | Add +10.3% | 5,261 | $482K |
| BCS Private Wealth Management, Inc. | 0.15% | No change | 5,250 | $481K |
| Kings Path Partners LLC | 0.16% | Add +20.7% | 5,220 | $478K |
| Almanack Investment Partners, LLC. | 0.08% | New | 5,140 | $471K |
| Heritage Wealth Management, Inc. | 0.23% | No change | 5,135 | $471K |
| International Private Wealth Advisors LLC | 0.29% | Add +86.2% | 5,110 | $468K |
| Colter Lewis Investment Partners LLC | 0.44% | Add +107.5% | 5,053 | $463K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.15% | New | 5,025 | $460K |
| DMC Group, LLC | 0.31% | Reduce -5.2% | 4,963 | $455K |
| Capital Advisor Network LLC | 0.64% | — | 4,957 | $454K |
| Waystone Advisors LLC | 0.40% | New | 4,935 | $452K |
| Redwood Park Advisors LLC | 0.33% | Reduce -1.1% | 4,916 | $450K |
| M&T Bank Corp | 0.00% | Add +2.5% | 4,899 | $449K |
| Loudon Investment Management, LLC | 0.24% | Reduce -19.8% | 4,885 | $448K |
| United Asset Strategies, Inc. | 0.04% | Add +14.6% | 4,870 | $446K |
| Redwood Investment Management, LLC | 0.05% | Add +0.6% | 4,829 | $442K |
| VanWeelden Wealth Management, LLC | 0.35% | Reduce -11.6% | 4,807 | $441K |
| DSG Capital Advisors, LLC | 0.07% | No change | 4,785 | $438K |
| Attessa Capital LLC | 0.24% | New | 4,776 | $438K |
| MPWM Advisory Solutions, LLC | 0.23% | Add +1.7% | 4,766 | $437K |
| Q3 Asset Management | 0.11% | New | 4,732 | $433K |
| Elm Partners Management LLC | 0.02% | Reduce -29.5% | 4,709 | $432K |
| Purkiss Capital Advisors LLC | 0.19% | New | 4,706 | $431K |
| Nvwm, LLC | 0.10% | Reduce -29.0% | 4,660 | $427K |
| ARS Wealth Advisors Group, LLC | 0.04% | New | 4,630 | $424K |
| TCP Asset Management, LLC | 0.05% | Reduce -8.2% | 4,571 | $419K |
| SFG Wealth Management, LLC. | 0.17% | Reduce -2.1% | 4,570 | $419K |
| FLP Wealth Management, LLC | 0.86% | New | 4,554 | $417K |
| Rothschild Investment LLC | 0.02% | Add +0.0% | 4,553 | $417K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 4,547 | $417K |
| Octavia Wealth Advisors, LLC | 0.04% | No change | 4,534 | $415K |
| Silverleafe Capital Partners, LLC | 0.12% | Reduce -0.0% | 4,519 | $414K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -96.3% | 4,507 | $412K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -33.2% | 4,449 | $408K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -2.1% | 4,435 | $406K |
| Rebalance, LLC | 0.02% | No change | 4,426 | $406K |
| Transcendent Capital Group LLC | 0.18% | Reduce -3.0% | 4,406 | $404K |
| Fielder Capital Group LLC | 0.09% | Add +38.7% | 4,385 | $402K |
| Invst, LLC | 0.05% | Reduce -0.8% | 4,375 | $401K |
| Princeton Capital Management LLC | 0.11% | New | 4,370 | $400K |
| Littlejohn Financial Services, Inc. | 0.29% | Add +70.2% | 4,276 | $392K |
| FSC Wealth Advisors, LLC | 7.46% | Reduce -92.8% | 4,263 | $391K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 4,248 | $389K |
| GFS Advisors, LLC | 0.03% | New | 4,714 | $389K |
| IFC & Insurance Marketing, Inc. | 0.40% | Add +3.2% | 4,219 | $387K |
| Hamilton Capital, LLC | 0.02% | Reduce -15.5% | 4,210 | $386K |
| Life Line Wealth Management LLC | 0.17% | Add +1.7% | 4,205 | $385K |
| OneAscent Investment Solutions LLC | 0.38% | Reduce -10.3% | 4,195 | $384K |
| Weaver Consulting Group | 0.09% | Reduce -14.0% | 4,178 | $383K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.16% | Add +239.9% | 4,164 | $382K |
| Donaldson Capital Management, LLC | 0.01% | No change | 4,150 | $380K |
| Bond & Devick Financial Network, Inc. | 0.10% | New | 4,104 | $376K |
| Lazari Capital Management, Inc. | 0.13% | Reduce -0.4% | 4,097 | $375K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -43.1% | 4,073 | $373K |
| SPG Advisors LLC | 5.67% | Add +3.6% | 4,059 | $372K |
| Van Diest Capital, LLC | 0.29% | Add +43.0% | 4,051 | $371K |
| Cane Capital Partners, LLC | 0.16% | Reduce -1.5% | 4,036 | $370K |
| Farrow Financial, Inc. | 0.21% | Reduce -3.3% | 4,025 | $369K |
| Summit Financial Strategies, Inc. | 0.03% | Add +3.6% | 4,015 | $368K |
| Uhlmann Price Securities, LLC | 0.02% | New | 4,011 | $367K |
| St Germain D J Co. Inc. | 0.01% | No change | 4,008 | $367K |
| Continental Investors Services, Inc. | 0.35% | New | 4,007 | $367K |
| GEM Asset Management, LLC | 0.16% | Add +14.3% | 4,000 | $367K |
| Texas Bank & Trust Co | 0.14% | New | 4,000 | $367K |
| Mayfair Advisory Group, LLC | 0.13% | New | 4,000 | $367K |
| Inspire Advisors, LLC | 0.03% | Reduce -65.0% | 3,957 | $363K |
| Greenwich Wealth Management LLC | 0.01% | Add +1.2% | 3,930 | $360K |
| Evolution Wealth Advisors, LLC | 0.04% | Reduce -9.3% | 3,928 | $360K |
| Evergreen Capital Management LLC | 0.01% | Add +0.5% | 3,926 | $360K |
| Veltria Advisors Corp. | 1.19% | New | 3,923 | $359K |
| Wealth Advisory Solutions, LLC | 0.08% | Reduce -12.9% | 3,901 | $357K |
| Medallion Wealth Advisors, LLC | 0.12% | Reduce -38.4% | 3,888 | $356K |
| Visionary Wealth Advisors | 0.02% | Reduce -20.7% | 3,884 | $356K |
| Saxon Interests, Inc. | 0.12% | Reduce -22.7% | 3,871 | $355K |
| Uptick Partners, LLC | 0.07% | New | 3,826 | $351K |
| Bravias Capital Group, LLC | 0.23% | Add +0.7% | 3,776 | $346K |
| Sunbelt Securities, Inc. | 0.02% | Add +311.1% | 3,762 | $345K |
| Legacy Wealth Partners, LLC | 0.09% | New | 3,760 | $345K |
| Fiduciary Trust Co | 0.00% | Add +10.7% | 3,757 | $344K |
| Argent Trust Co | 0.01% | Add +0.3% | 3,755 | $344K |
| Vise Technologies, Inc. | 0.01% | No change | 3,763 | $344K |
| CENTRAL TRUST Co | 0.01% | Add +18.6% | 3,729 | $342K |
| Private Capital Management, LLC | 0.03% | No change | 3,722 | $341K |
| Eldridge Investment Advisors, Inc. | 0.07% | Reduce -15.6% | 3,710 | $339K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -2.9% | 3,662 | $336K |
| SpringVest Wealth Management LLC | 0.23% | Reduce -12.5% | 3,656 | $335K |
| Larson Financial Group LLC | 0.01% | Reduce -21.8% | 3,629 | $333K |
| FMR LLC | 0.00% | Add +66.6% | 3,592 | $329K |
| Left Brain Wealth Management, LLC | 0.13% | New | 3,585 | $329K |
| Moors & Cabot, Inc. | 0.01% | Add +27.9% | 3,573 | $327K |
| Roehl & Yi Investment Advisors, LLC | 0.12% | New | 3,564 | $327K |
| Rialto Wealth Management, LLC | 0.07% | Reduce -30.3% | 3,563 | $327K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -8.5% | 3,519 | $323K |
| Paragon Private Wealth Management, LLC | 0.10% | Add +28.3% | 3,505 | $321K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 3,500 | $321K |
| Rede Wealth, LLC | 0.12% | Reduce -0.4% | 3,498 | $321K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.8% | 3,424 | $314K |
| Triumph Capital Management | 0.06% | Reduce -4.4% | 3,422 | $314K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.1% | 3,415 | $313K |
| HCR Wealth Advisors | 0.03% | Reduce -5.2% | 3,400 | $312K |
| Tower Wealth Partners, Inc. | 0.17% | Reduce -29.9% | 3,392 | $311K |
| Prosperity Financial Group, Inc. | 0.11% | New | 3,389 | $311K |
| Cidel Asset Management Inc. | 0.02% | Reduce -12.9% | 3,360 | $308K |
| Cypress Point Wealth Management, LLC | 0.07% | Add +0.6% | 3,356 | $308K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -62.3% | 3,320 | $304K |
| Salvus Wealth Management, LLC | 0.18% | Add +22.8% | 3,316 | $304K |
| EdgeRock Capital LLC | 0.08% | No change | 3,313 | $304K |
| NorthCoast Asset Management LLC | 0.01% | Add +0.5% | 3,312 | $304K |
| Smith Salley Wealth Management | 0.02% | Add +30.0% | 3,310 | $303K |
| Kinloch Capital, LLC | 0.12% | No change | 3,274 | $300K |
| Rf&l Wealth Management, LLC | 0.22% | Reduce -1.8% | 3,245 | $297K |
| Formidable Asset Management, LLC | 0.05% | No change | 3,223 | $295K |
| Forty-three Eighteen Advisors, LLC | 0.22% | Reduce -1.8% | 3,202 | $293K |
| Pring Turner Capital Group Inc. | 0.18% | New | 3,189 | $292K |
| Axis Wealth Partners, LLC | 0.15% | New | 3,142 | $288K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.3% | 3,129 | $287K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -12.9% | 3,117 | $286K |
| Meadowbrook Advisors Group, LLC | 0.17% | Reduce -8.5% | 3,117 | $286K |
| Access Financial Services, Inc. | 0.10% | New | 3,116 | $286K |
| Tulsa Wealth Advisors, INC | 0.05% | New | 3,107 | $285K |
| Absolute Capital Management, LLC | 0.09% | New | 3,090 | $283K |
| Saiph Capital, LLC | 0.11% | Reduce -40.6% | 3,090 | $283K |
| Swmg, LLC | 0.08% | Reduce -42.1% | 3,081 | $282K |
| Eagle Harbor Asset Management Inc. | 0.24% | Reduce -6.3% | 3,050 | $280K |
| Decker Retirement Planning Inc. | 0.13% | No change | 3,020 | $277K |
| OneAscent Wealth Management LLC | 0.09% | Add +12.2% | 3,005 | $275K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -4.8% | 3,001 | $275K |
| Brentview Investment Management LLC | 0.12% | Add +20.0% | 3,000 | $275K |
| Concorde Asset Management, LLC | 0.13% | Reduce -2.3% | 2,985 | $274K |
| Rothschild Wealth LLC | 0.02% | Reduce -4.4% | 2,980 | $273K |
| Portland Financial Advisors Inc | 0.57% | No change | 2,977 | $273K |
| Lodestone Wealth Management LLC | 0.11% | Add +0.5% | 2,948 | $270K |
| Town Capital LLC | 0.22% | Add +25.0% | 2,936 | $269K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -86.0% | 2,936 | $269K |
| Aspire Capital Advisors LLC | 0.06% | New | 2,894 | $265K |
| SimpliFi, Inc. | 0.11% | Add +0.6% | 2,891 | $265K |
| WealthBridge Capital Management, LLC | 0.06% | Add +2.3% | 2,870 | $263K |
| Aspen Grove Capital, LLC | 0.05% | New | 2,845 | $261K |
| RiverFront Investment Group, LLC | 0.00% | New | 2,838 | $260K |
| Argos Wealth Advisors, LLC | 0.07% | Reduce -20.3% | 2,837 | $260K |
| KilterHowling LLC | 0.13% | Reduce -0.3% | 2,829 | $259K |
| Lloyd Advisory Services, LLC. | 0.07% | Add +21.5% | 2,810 | $258K |
| Kingdom Financial Group LLC. | 0.07% | Add +7928.6% | 2,810 | $258K |
| Matauro, LLC | 0.04% | Reduce -1.9% | 2,802 | $257K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,800 | $257K |
| Novem Group | 0.03% | Add +4.2% | 2,792 | $256K |
| Able Wealth Management LLC | 0.07% | New | 2,783 | $255K |
| Secure Asset Management, LLC | 0.04% | Reduce -0.9% | 2,768 | $254K |
| Wealth Alliance, LLC | 0.03% | Add +14.6% | 2,758 | $253K |
| Naples Global Advisors, LLC | 0.02% | No change | 2,740 | $251K |
| Second Line Capital, LLC | 0.05% | Reduce -2.6% | 2,737 | $251K |
| Richmond Brothers, Inc. | 0.17% | No change | 2,731 | $250K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 2,731 | $250K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 2,712 | $248K |
| Breakwater Capital Group | 0.03% | Reduce -27.6% | 2,709 | $248K |
| Novus Advisors, LLC | 0.55% | New | 2,662 | $244K |
| Kelly Financial Group LLC | 0.06% | No change | 2,623 | $240K |
| Northland Securities, Inc. | 0.23% | Add +13.0% | 2,623 | $240K |
| Evolution Wealth Management Inc. | 0.18% | Add +15.3% | 2,618 | $240K |
| Colonial Trust Co / SC | 0.03% | Add +22.3% | 2,599 | $238K |
| Acorn Wealth Advisors, LLC | 0.07% | Reduce -7.3% | 2,597 | $238K |
| Vantage Point Financial LLC | 0.08% | Reduce -40.4% | 2,588 | $237K |
| Signature Equity Partners, LLC | 0.13% | Reduce -4.4% | 2,582 | $237K |
| Chicago Capital, LLC | 0.01% | Reduce -34.4% | 2,577 | $236K |
| Apeiron RIA LLC | 0.05% | Add +5.9% | 2,564 | $235K |
| Parsons Capital Management Inc. | 0.01% | New | 2,555 | $234K |
| True Freedom Investing, LLC | 0.02% | Reduce -83.5% | 2,541 | $233K |
| Topor & Co. Korea | 0.20% | New | 2,540 | $233K |
| Verity Asset Management, Inc. | 0.10% | Add +2.2% | 2,538 | $233K |
| Beacon Financial Advisory LLC | 0.05% | New | 2,508 | $230K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 2,480 | $227K |
| Total Clarity Wealth Management, Inc. | 0.05% | Add +0.5% | 2,468 | $226K |
| Soundwatch Capital LLC | 0.03% | Reduce -0.2% | 2,464 | $226K |
| Argyle Capital Partners, LLC | 0.16% | Reduce -3.5% | 2,447 | $224K |
| Alteri Wealth LLC | 0.07% | Reduce -25.1% | 2,443 | $224K |
| Flputnam Investment Management Co. | 0.00% | Add +10.4% | 2,435 | $223K |
| GAMMA Investing LLC | 0.01% | Add +12.9% | 2,425 | $222K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 2,409 | $221K |
| Oxbow Advisors, LLC | 0.02% | New | 2,402 | $220K |
| Obsidian Cio, LLC | 0.20% | New | 2,380 | $218K |
| Main Management LLC | 0.02% | Reduce -25.6% | 2,379 | $218K |
| Kera Capital Partners, Inc. | 0.03% | New | 2,376 | $218K |
| Accretive Wealth Partners, LLC | 0.06% | Add +5.8% | 2,364 | $217K |
| MRA Advisory Group | 0.09% | Add +3.1% | 2,358 | $216K |
| Potentia Wealth | 0.08% | Reduce -40.6% | 2,338 | $214K |
| Marble Wealth, LLC | 0.04% | New | 2,330 | $214K |
| Global Financial Private Client, LLC | 0.07% | New | 2,325 | $213K |
| Strategy Asset Managers LLC | 0.03% | Reduce -48.7% | 2,321 | $213K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -53.0% | 2,299 | $210K |
| Cooper Financial Group | 0.02% | Add +0.4% | 2,289 | $210K |
| Lake Street Private Wealth, LLC | 0.03% | Add +0.6% | 2,287 | $210K |
| Polen Capital Management LLC | 0.00% | New | 2,286 | $209K |
| L & S Advisors Inc | 0.03% | Reduce -8.8% | 2,279 | $209K |
| M1 Capital Management LLC | 0.10% | Reduce -33.3% | 2,270 | $208K |
| Columbia Asset Management | 0.04% | No change | 2,250 | $206K |
| Maimon Wealth Management LTD. | 0.18% | No change | 2,239 | $205K |
| Mars Jewett Financial Group, Inc. | 0.06% | Add +0.0% | 2,236 | $205K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 2,230 | $204K |
| Lockerman Financial Group, Inc. | 0.37% | New | 2,216 | $203K |
| Laurel Oak Wealth Management, LLC | 0.03% | New | 2,212 | $203K |
| Baldwin Wealth Partners LLC | 0.01% | New | 2,211 | $203K |
| Sepio Capital, LP | 0.01% | Add +0.6% | 2,210 | $203K |
| Talisman Wealth Advisors LLC | 0.16% | Reduce -27.8% | 2,207 | $202K |
| Wayfinding Financial, LLC | 0.09% | New | 2,208 | $202K |
| Valued Retirements, Inc. | 0.20% | No change | 2,200 | $202K |
| Fayez Sarofim & Co | 0.00% | No change | 2,200 | $202K |
| Pinion Investment Advisors, LLC | 0.05% | New | 2,193 | $201K |
| Sterling Wealth Management, Inc. | 0.06% | New | 2,188 | $201K |
| Old National Bancorp | 0.00% | Reduce -7.7% | 2,187 | $200K |
| Matrix Private Capital Group LLC | 0.10% | Reduce -2.5% | 2,155 | $198K |
| Essential Partners LLC | 0.06% | Add +104300.0% | 2,088 | $191K |
| Opal Wealth Advisors, LLC | 0.04% | New | 2,076 | $190K |
| Private Wealth Management Group, LLC | 0.05% | New | 2,075 | $190K |
| First Horizon Corp. | 0.01% | Reduce -1.9% | 2,000 | $183K |
| NBT Bank, N.A. | 0.01% | Reduce -21.7% | 1,970 | $181K |
| Kiker Wealth Management, LLC | 0.08% | New | 1,938 | $178K |
| CX Institutional | 0.01% | Reduce -65.0% | 1,924 | $176K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Add +71.4% | 1,851 | $169K |
| Delta Asset Management LLC | 0.01% | Reduce -43.8% | 1,759 | $161K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +23.9% | 1,692 | $155K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -28.2% | 1,667 | $153K |
| Reicon Wealth Advisors, LLC | 0.12% | Reduce -68.4% | 1,656 | $152K |
| Blume Capital Management, Inc. | 0.03% | Reduce -36.9% | 1,605 | $147K |
| SHP Wealth Management | 0.01% | Add +1.2% | 1,604 | $147K |
| Sankala Group LLC | 0.11% | Reduce -0.4% | 1,490 | $137K |
| Deane Retirement Strategies, Inc. | 0.05% | Add +121.2% | 1,464 | $134K |
| Richardson Financial Services Inc. | 0.08% | New | 1,371 | $126K |
| Darwin Wealth Management, LLC | 0.04% | Add +0.3% | 1,350 | $124K |
| CVA Family Office, LLC | 0.01% | No change | 1,338 | $123K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,337 | $123K |
| Consultiva Wealth Management, Corp. | 0.34% | No change | 1,287 | $118K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +367.3% | 1,229 | $113K |
| N.E.W. Advisory Services LLC | 0.01% | Add +18.8% | 1,089 | $100K |
| Colonial Trust Advisors | 0.01% | No change | 1,080 | $99K |
| Clark Wealth Partners | 0.07% | Add +0.6% | 1,070 | $98K |
| Versant Capital Management, Inc | 0.01% | Add +735.5% | 1,036 | $95K |
| Solstein Capital, LLC | 0.04% | Reduce -29.0% | 981 | $90K |
| Transce3nd, LLC | 0.78% | Reduce -5.5% | 955 | $88K |
| Howe & Rusling Inc. | 0.01% | Reduce -16.6% | 886 | $81K |
| Boyd Watterson Asset Management LLC | 0.02% | Add +2458.8% | 870 | $80K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.6% | 836 | $77K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -70.8% | 817 | $75K |
| EPG Wealth Management LLC | 0.02% | Reduce -50.0% | 799 | $73K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -33.4% | 785 | $72K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 783 | $72K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +77100.0% | 772 | $71K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 748 | $69K |
| Franklin Resources Inc. | 0.00% | Add +632.0% | 732 | $67K |
| Copia Wealth Management | 0.04% | Reduce -29.9% | 667 | $61K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 657 | $60K |
| Salem Investment Counselors Inc. | 0.00% | New | 650 | $60K |
| Dynamic Wealth Strategies, LLC | 0.03% | New | 647 | $59K |
| Key Financial Inc | 0.01% | Add +1794.1% | 644 | $59K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -88.9% | 634 | $58K |
| Montag A & Associates Inc. | 0.00% | New | 630 | $58K |
| Bessemer Group Inc. | 0.00% | Add +199.5% | 599 | $55K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 599 | $55K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -23.4% | 589 | $54K |
| Winthrop Capital Management, LLC | 0.01% | No change | 589 | $54K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.5% | 569 | $52K |
| Bangor Savings Bank | 0.00% | No change | 546 | $50K |
| Westwind Capital | 0.01% | Add +72.1% | 525 | $48K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -7.3% | 511 | $47K |
| Weaver Capital Management LLC | 0.01% | Reduce -36.3% | 493 | $45K |
| Anfield Capital Management, LLC | 0.01% | No change | 474 | $43K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 436 | $40K |
| Park Square Financial Group, LLC | 0.29% | New | 415 | $38K |
| Strive Financial Group ,LLC | 0.02% | Add +241.0% | 416 | $38K |
| Networth Advisors, LLC | 0.03% | New | 412 | $38K |
| 3 Factor Indexing, LLC | 0.03% | — | 397 | $36K |
| Ameriflex Group, Inc. | 0.02% | No change | 383 | $35K |
| Balentine LLC | 0.00% | No change | 335 | $31K |
| Align Financial, LLC | 0.02% | Reduce -98.9% | 331 | $30K |
| Ancora Advisors LLC | 0.00% | Reduce -14.4% | 328 | $30K |
| Vision Retirement, LLC | 0.01% | No change | 317 | $29K |
| Mather Group, Llc. | 0.00% | New | 273 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -13.1% | 272 | $25K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $24K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 252 | $23K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 250 | $23K |
| Provident Wealth Management, LLC | 0.01% | Add +11.3% | 247 | $23K |
| Mosley Wealth Management | 0.01% | New | 243 | $22K |
| WealthShield Partners, LLC | 0.00% | Reduce -46.4% | 225 | $21K |
| Vanguard Advisers Inc. | 0.00% | — | 221 | $20K |
| Main Street Group, LTD | 0.01% | New | 220 | $20K |
| Imprint Wealth LLC | 0.06% | No change | 153 | $14K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -38.9% | 151 | $14K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 150 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 150 | $14K |
| Dunhill Financial, LLC | 0.00% | New | 145 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -47.1% | 144 | $13K |
| Avion Wealth | 0.00% | No change | 152 | $13K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 142 | $13K |
| EFG International AG | 0.00% | New | 132 | $12K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -67.1% | 130 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -42.1% | 117 | $11K |
| Orion Capital Management LLC | 0.00% | New | 108 | $10K |
| City State Bank | 0.00% | Add +723.1% | 107 | $10K |
| Wellington Shields & Co., LLC | 0.00% | No change | 99 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 88 | $8K |
| Signaturefd, LLC | 0.00% | Add +238.5% | 88 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -31.0% | 80 | $7K |
| IMG Wealth Management, Inc. | 0.00% | Add +1.3% | 76 | $7K |
| Dagco, Inc. | 0.00% | Reduce -44.9% | 75 | $7K |
| Glassman Wealth Services | 0.00% | New | 72 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -76.1% | 70 | $6K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 69 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 68 | $6K |
| Cheviot Value Management, LLC | 0.00% | No change | 63 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 59 | $5K |
| True Wealth Design, LLC | 0.00% | New | 58 | $5K |
| Bayban | 0.00% | Reduce -76.8% | 44 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 44 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 43 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Add +22.9% | 43 | $4K |
| Albion Financial Group | 0.00% | New | 41 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 38 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 37 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.8% | 37 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | Add +5.9% | 36 | $3K |
| True Link Financial Advisors, LLC | 0.00% | New | 32 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +47.4% | 28 | $3K |
| POM Investment Strategies, LLC | 0.00% | No change | 27 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | New | 25 | $2K |
| Truvestments Capital LLC | 0.00% | New | 24 | $2K |
| Crews Bank & Trust | 0.00% | No change | 23 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 23 | $2K |
| LRI Investments, LLC | 0.00% | Reduce -87.5% | 22 | $2K |
| Sunrise Financial Services, LLC | 0.00% | No change | 21 | $2K |
| Bitterroot Capital Advisors LLC | 0.00% | No change | 21 | $2K |
| Integrity Financial Corp | 0.00% | No change | 19 | $2K |
| Bfsg, LLC | 0.00% | Reduce -42.9% | 16 | $1K |
| Retiremitten Financial LLC | 0.00% | — | 16 | $1K |
| Root Financial Partners, LLC | 0.00% | Reduce -98.7% | 11 | $1K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 9 | $825 |
| Russell Investments Group, Ltd. | 0.00% | Add +66.7% | 5 | $484 |
| Abound Wealth Management | 0.00% | New | 4 | $367 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 1 | $108 |
| HighMark Wealth Management LLC | 0.00% | Reduce -66.7% | 1 | $107 |
| Protective Life Corp. | 0.00% | New | 1 | $92 |
"% 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.