SS SPDR BB 1-3M T-Bill ETFBILETF

13F holders, Q1 2026 (March 31)
1,321holders +77
155new positions
78sold out
5famous investors
$91.58avg. 13F price*

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

InstitutionsTotal Value
New Positions155$831.9M
Exits78$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.