SS SPDR BB 1-3M T-Bill ETFBILETF
13F holders, Q2 2026 (June 30)1,297holders −24
109new positions
133sold out
5famous investors
$91.61avg. 13F price*
At the end of Q2 2026, 1,297 institutions reported holding SS SPDR BB 1-3M T-Bill ETF (BIL) in their 13F filings, down 24 from Q1 2026. 109 opened new positions and 133 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($1.5B) and LPL Financial LLC ($1.4B). 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 (0.1% of Gotham Asset Management's portfolio).
- Company
- SS SPDR BB 1-3M T-Bill ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78468R663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $169.9M |
| Exits | 133 | $506.8M |
All 13F filers, Q1 2026 → Q2 2026: 20,864,769 shares bought and 62,848,810 shares sold, net −41,984,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,297 holders
| Morgan Stanley | 0.14% | Reduce -4.3% | 29,155,721 | $2.7B |
| Bank of America Corp. | 0.10% | Reduce -12.6% | 16,503,919 | $1.5B |
| LPL Financial LLC | 0.32% | Reduce -7.4% | 15,528,204 | $1.4B |
| UBS Group AG | 0.13% | Add +9.3% | 9,070,949 | $831.3M |
| Wells Fargo & Company | 0.13% | Add +2.5% | 8,400,726 | $769.8M |
| Royal Bank of Canada | 0.12% | Reduce -2.3% | 7,879,830 | $722.1M |
| AQR Capital Management | 0.18% | Add +11.1% | 5,550,817 | $508.7M |
| Stifel Financial Corp. | 0.41% | Add +12.0% | 5,372,088 | $492.3M |
| Capital Wealth Planning, LLC | 2.28% | Add +25.0% | 4,976,098 | $456.0M |
| 3EDGE Asset Management, LP | 19.23% | Reduce -39.6% | 4,705,270 | $431.2M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -35.7% | 4,690,811 | $429.9M |
| Assetmark, Inc. | 0.72% | Reduce -19.4% | 4,600,259 | $421.6M |
| Raymond James Financial Inc. | 0.11% | Reduce -14.8% | 4,581,240 | $419.8M |
| Ieq Capital, LLC | 1.80% | Reduce -10.9% | 4,256,087 | $390.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2.08% | Add +2.3% | 3,645,961 | $334.3M |
| Capital International Investors | 0.06% | Add +16.1% | 3,379,631 | $309.7M |
| Westwood Holdings Group Inc. | 2.29% | Reduce -5.9% | 3,300,147 | $302.4M |
| Captrust Financial Advisors | 0.46% | Reduce -16.0% | 3,263,555 | $299.1M |
| Cetera Investment Advisers | 0.24% | Reduce -34.3% | 2,856,988 | $261.8M |
| Osaic Holdings, Inc. | 0.26% | Add +2.1% | 2,449,046 | $224.5M |
| Oppenheimer Asset Management Inc. | 2.09% | Reduce -4.4% | 2,193,155 | $201.0M |
| Composition Wealth, LLC | 2.33% | Add +8.7% | 2,168,459 | $198.7M |
| Ashton Thomas Private Wealth, LLC | 4.11% | Add +12.1% | 2,150,273 | $197.1M |
| Agf Management Ltd. | 0.71% | Reduce -2.9% | 1,982,472 | $181.7M |
| Cambridge Investment Research Advisors, Inc. | 0.40% | Reduce -26.1% | 1,958,249 | $179.5M |
| Moneta Group Investment Advisors LLC | 1.31% | Add +10.2% | 1,924,690 | $176.4M |
| Permanens Capital L.P. | 16.75% | Add +80.0% | 1,777,681 | $162.9M |
| Impact Partnership Wealth, LLC | 15.04% | Add +803.3% | 1,688,043 | $154.7M |
| Equitable Holdings, Inc. | 0.91% | Add +15.2% | 1,668,884 | $152.9M |
| Rockefeller Capital Management L.P. | 0.22% | Add +4.0% | 1,567,069 | $143.6M |
| MBL Wealth, LLC | 9.51% | Add +15.1% | 1,518,042 | $139.1M |
| Creative Planning | 0.07% | Reduce -1.6% | 1,389,067 | $127.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -55.5% | 1,306,951 | $120.0M |
| Truist Financial Corp. | 0.13% | Add +4.8% | 1,193,558 | $109.4M |
| Dakota Wealth Management | 1.99% | Reduce -12.3% | 1,137,302 | $104.2M |
| Sprott Inc. | 3.40% | Add +25.4% | 1,100,998 | $100.9M |
| Sandhill Capital Partners LLC | 8.15% | Reduce -13.0% | 1,093,403 | $100.2M |
| First Eagle Investment Management, LLC | 0.16% | Reduce -21.0% | 1,077,155 | $98.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -9.1% | 1,076,208 | $98.6M |
| ArrowMark Colorado Holdings LLC | 3.76% | Reduce -22.6% | 982,494 | $90.0M |
| Mercer Global Advisors Inc. | 0.11% | Add +12.3% | 951,255 | $87.2M |
| Citigroup Inc. | 0.04% | Add +130.4% | 919,624 | $84.3M |
| Innovative Advisory Group, LLC | 63.51% | Add +26.5% | 906,892 | $83.1M |
| Private Advisor Group, LLC | 0.37% | Reduce -0.6% | 881,426 | $80.8M |
| Foundations Investment Advisors, LLC | 0.79% | Reduce -22.3% | 841,692 | $77.1M |
| Axxcess Wealth Management, LLC | 1.21% | Reduce -0.4% | 830,390 | $76.1M |
| Commonwealth Equity Services, LLC | 0.09% | Add +22.1% | 786,316 | $72.1M |
| Baird Financial Group, Inc. | 0.09% | Add +18.4% | 727,796 | $66.7M |
| Verdence Capital Advisors LLC | 3.49% | Add +23.3% | 724,608 | $66.4M |
| Marex Group Ltd | 0.48% | Add +81.1% | 704,593 | $64.6M |
| Howard Capital Management, LLC | 0.76% | Reduce -94.5% | 698,509 | $64.0M |
| Mariner, LLC | 0.07% | Reduce -42.2% | 681,629 | $62.5M |
| Thrivent Financial for Lutherans | 0.11% | Add +69.7% | 680,372 | $62.4M |
| Atria Investments, Inc | 0.62% | Reduce -45.9% | 679,771 | $62.3M |
| Merit Financial Group, LLC | 0.39% | Add +30.8% | 677,106 | $62.0M |
| Brookstone Capital Management | 0.61% | Reduce -8.6% | 662,930 | $60.8M |
| Capital Asset Advisory Services LLC | 2.17% | Add +3.4% | 654,789 | $60.0M |
| Proficio Capital Partners LLC | 2.11% | Add +29.2% | 641,290 | $58.8M |
| Focus Partners Wealth | 0.06% | Add +10.4% | 636,167 | $58.3M |
| Oppenheimer & Co. Inc. | 0.62% | Add +17.7% | 630,717 | $57.8M |
| Jefferies Financial Group Inc. | 0.53% | Add +10.0% | 615,651 | $56.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Reduce -11.3% | 613,230 | $56.2M |
| BNP Paribas Financial Markets | 0.03% | Add +217.2% | 603,390 | $55.3M |
| Quantinno Capital Management LP | 0.07% | Add +91.0% | 600,968 | $55.1M |
| Acorns Advisers, LLC | 0.35% | Add +1.2% | 592,581 | $54.3M |
| Advisory Services Network, LLC | 0.62% | Add +43.1% | 590,260 | $54.1M |
| MML Investors Services, LLC | 0.11% | Add +7.1% | 588,856 | $54.0M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -2.5% | 571,699 | $52.4M |
| 12th Street Asset Management Company, LLC | 7.34% | Add +37.3% | 562,486 | $51.5M |
| Northstar Group, Inc. | 6.80% | Add +6.2% | 557,601 | $51.1M |
| Capital Investment Advisory Services, LLC | 3.12% | Reduce -9.6% | 550,727 | $50.5M |
| Salomon & Ludwin, LLC | 4.06% | Add +1.9% | 539,532 | $49.3M |
| Relyea Zuckerberg Hanson LLC | 4.03% | Add +4.4% | 527,732 | $48.4M |
| McGuire Investment Group, LLC | 4.15% | Add +5.7% | 517,151 | $47.4M |
| Perigon Wealth Management, LLC | 0.74% | Reduce -26.8% | 509,900 | $46.7M |
| Heritage Oak Wealth Advisors LLC | 13.77% | Add +62.8% | 507,570 | $46.5M |
| Steward Partners Investment Advisory, LLC | 0.23% | Add +16.4% | 500,304 | $45.8M |
| &partners | 0.19% | Add +11.0% | 500,157 | $45.8M |
| Encompass More Asset Management | 6.71% | Add +8.7% | 498,380 | $45.7M |
| Portside Wealth Group, LLC | 5.32% | Reduce -7.6% | 496,763 | $45.5M |
| Ausdal Financial Partners, Inc. | 1.78% | Add +10.9% | 494,011 | $45.3M |
| Apriem Advisors | 3.86% | Add +3.6% | 486,811 | $44.6M |
| Second Half Financial Partners, LLC | 17.63% | No change | 469,315 | $43.0M |
| Barry Investment Advisors, LLC | 8.98% | Add +43.9% | 468,582 | $42.9M |
| Sollinda Capital Management LLC | 9.17% | Reduce -6.2% | 468,486 | $42.9M |
| EP Wealth Advisors, LLC | 0.16% | Add +14.9% | 462,954 | $42.4M |
| Trivium Point Advisory, LLC | 3.81% | Add +829.1% | 458,902 | $42.1M |
| Gradient Investments LLC | 0.58% | Add +1.0% | 457,506 | $41.9M |
| Capital World Investors | 0.00% | Reduce -6.7% | 446,094 | $40.9M |
| Cresset Asset Management, LLC | 0.15% | Reduce -1.0% | 440,741 | $40.4M |
| Dimension Capital Management LLC | 4.64% | Reduce -4.3% | 431,114 | $39.5M |
| D.A. Davidson & Co. | 0.22% | Reduce -4.5% | 430,788 | $39.5M |
| Pacific Point Advisors, LLC | 17.53% | Add +8.2% | 418,822 | $38.4M |
| Concurrent Investment Advisors, LLC | 0.32% | Reduce -75.9% | 409,487 | $37.5M |
| Teamwork Financial Advisors, LLC | 3.47% | Add +64.9% | 405,781 | $37.2M |
| One Capital Management, LLC | 1.03% | No change | 404,120 | $37.0M |
| RFG Advisory, LLC | 0.57% | Add +4.5% | 395,879 | $36.3M |
| Jones Financial Companies LLLP | 0.01% | Reduce -16.9% | 392,492 | $36.0M |
| Gotham Asset Management | 0.08% | Reduce -35.5% | 387,141 | $35.5M |
| Twelve Points Wealth Management LLC | 7.05% | Reduce -13.0% | 383,913 | $35.2M |
| EverSource Wealth Advisors, LLC | 1.18% | Reduce -20.1% | 382,859 | $35.1M |
| McNamara Financial Services, Inc. | 6.05% | Add +1.5% | 382,700 | $35.1M |
| Sicart Associates LLC | 8.55% | Reduce -5.1% | 381,182 | $34.9M |
| Randolph Co Inc | 2.93% | Reduce -27.9% | 379,938 | $34.8M |
| Cerity Partners LLC | 0.04% | Reduce -33.7% | 377,051 | $34.6M |
| Cypress Capital, LLC | 9.33% | Add +0.0% | 375,328 | $34.4M |
| North Capital, Inc. | 25.90% | Add +1.1% | 374,163 | $34.3M |
| Brasada Capital Management, LP | 6.09% | Reduce -31.4% | 367,539 | $33.7M |
| Strategic Investment Advisors / MI | 2.03% | Reduce -7.6% | 366,203 | $33.6M |
| Hippocratic Financial Advisors, LLC | 12.57% | Add +34.0% | 363,706 | $33.3M |
| Integrated Advisors Network LLC | 1.53% | Reduce -36.1% | 363,392 | $33.3M |
| Tectonic Advisors LLC | 1.59% | Add +6.8% | 361,403 | $33.1M |
| Rehmann Capital Advisory Group | 1.50% | Reduce -8.9% | 356,604 | $32.8M |
| Jacobi Capital Management LLC | 1.57% | Add +3.0% | 350,741 | $32.1M |
| Night Owl Capital Management, LLC | 3.32% | Add +35.2% | 345,464 | $31.7M |
| Elevation Point Wealth Partners, LLC | 0.56% | Add +9.4% | 330,375 | $30.3M |
| Parkwood LLC | 2.16% | Add +439.3% | 329,500 | $30.2M |
| Carrera Capital Advisors | 4.43% | Reduce -3.5% | 326,284 | $29.9M |
| NewEdge Advisors, LLC | 0.09% | Reduce -29.5% | 325,208 | $29.8M |
| Alethea Capital Management, LLC | 12.32% | Reduce -49.3% | 324,526 | $29.7M |
| Prescott Group Capital Management, L.L.C. | 2.55% | Reduce -37.7% | 321,439 | $29.5M |
| Udine Wealth Management, Inc. | 12.11% | Reduce -2.0% | 321,138 | $29.4M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Add +7.8% | 319,157 | $29.2M |
| Maridea Wealth Management LLC | 3.17% | Add +40.3% | 317,808 | $29.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -18.2% | 316,889 | $29.0M |
| Integrated Wealth Concepts LLC | 0.19% | Add +4.3% | 316,700 | $29.0M |
| Fortis Group Advisors, LLC | 4.58% | Reduce -17.1% | 312,905 | $28.7M |
| CWA Asset Management Group, LLC | 0.87% | Reduce -20.7% | 310,570 | $28.5M |
| WCG Wealth Advisors LLC | 0.67% | Reduce -15.7% | 308,669 | $28.3M |
| Mutual Advisors, LLC | 0.53% | Reduce -9.0% | 307,585 | $28.2M |
| Valence8 US LP | 9.37% | Reduce -53.3% | 307,308 | $28.2M |
| George Kaiser Family Foundation | 2.65% | Reduce -39.3% | 300,759 | $27.6M |
| Altfest L J & Co. Inc. | 2.67% | Add +1057.0% | 300,149 | $27.5M |
| Scharf Investments, LLC | 0.90% | Reduce -54.4% | 296,158 | $27.1M |
| Sanctuary Advisors, LLC | 0.13% | Add +26.9% | 295,197 | $27.1M |
| Farther Finance Advisors, LLC | 0.21% | Add +14.8% | 294,898 | $27.0M |
| Marshall Financial Group, LLC | 3.93% | Reduce -1.8% | 294,386 | $27.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 293,809 | $26.9M |
| Financial Management Professionals, Inc. | 2.54% | Add +1490.5% | 292,420 | $26.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -8.1% | 318,129 | $26.3M |
| FWL Investment Management, LLC | 4.77% | Add +4.7% | 283,610 | $26.0M |
| Auour Investments LLC | 7.43% | Reduce -1.9% | 282,847 | $25.9M |
| Founders Grove Wealth Partners, LLC | 5.14% | Add +7.3% | 281,079 | $25.8M |
| Park Avenue Securities LLC | 0.16% | Reduce -8.6% | 278,881 | $25.6M |
| Boston Standard Wealth Management, LLC | 3.62% | Add +171.3% | 272,895 | $24.9M |
| Integrity Alliance, Llc. | 0.78% | Add +4.6% | 269,465 | $24.7M |
| High Note Wealth, LLC | 4.20% | Add +27.8% | 268,466 | $24.6M |
| Turning Point Benefit Group, Inc. | 10.45% | Reduce -34.6% | 265,621 | $24.3M |
| NorthRock Partners, LLC | 0.35% | Add +17.5% | 263,609 | $24.2M |
| Banco Santander, S.A. | 0.15% | Add +2.6% | 259,806 | $23.8M |
| Bison Wealth, LLC | 2.18% | Add +15.0% | 259,063 | $23.7M |
| Hibernia Wealth Partners, LLC | 12.69% | Reduce -51.7% | 255,781 | $23.4M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +17.3% | 254,213 | $23.3M |
| Berkshire Money Management, Inc. | 2.12% | Reduce -0.4% | 252,727 | $23.2M |
| Inscription Capital, LLC | 2.04% | Add +3.3% | 251,603 | $23.1M |
| Bitwise Funds Trust | 5.32% | — | 247,238 | $22.7M |
| Ameritas Advisory Services, LLC | 0.46% | Add +61.6% | 246,825 | $22.6M |
| Winch Advisory Services, LLC | 4.65% | Reduce -0.2% | 244,398 | $22.4M |
| Wealthfront Advisers LLC | 0.04% | Reduce -1.0% | 239,517 | $21.9M |
| Asset One Wealth Management LLC | 2.31% | Reduce -4.3% | 238,945 | $21.9M |
| Scotia Capital Inc. | 0.08% | Reduce -39.5% | 237,190 | $21.7M |
| Kingsview Wealth Management, LLC | 0.26% | Reduce -10.6% | 236,443 | $21.7M |
| Yacktman Asset Management | 0.27% | Add +11.4% | 236,353 | $21.7M |
| Corient Private Wealth LP | 0.03% | Reduce -7.5% | 236,328 | $21.7M |
| Beacon Financial Group | 1.93% | Reduce -7.1% | 231,926 | $21.3M |
| Estate Counselors, LLC | 1.82% | New | 231,565 | $21.2M |
| Bank of Montreal | 0.01% | Reduce -31.8% | 230,055 | $21.1M |
| Keating Investment Counselors Inc. | 5.76% | Reduce -9.2% | 228,765 | $21.0M |
| Beaumont Financial Advisors, LLC | 1.33% | Reduce -18.9% | 228,445 | $20.9M |
| Virtue Capital Management, LLC | 2.78% | Add +26.7% | 227,011 | $20.8M |
| Global Retirement Partners, LLC | 0.32% | — | 226,422 | $20.7M |
| CoreCap Advisors, LLC | 0.60% | Add +125.0% | 223,216 | $20.5M |
| RIA Advisory Group LLC | 4.53% | Add +181.1% | 222,603 | $20.4M |
| Financial & Tax Architects, LLC | 4.26% | Add +2015.3% | 220,325 | $20.2M |
| Fort Point Capital Partners LLC | 2.12% | Reduce -24.3% | 216,428 | $19.8M |
| J.W. Cole Advisors, Inc. | 0.34% | Add +1.8% | 216,150 | $19.8M |
| Strategic Advisors LLC | 4.33% | Add +5.2% | 216,134 | $19.8M |
| Saratoga Research & Investment Management | 1.08% | Reduce -0.0% | 215,009 | $19.7M |
| United Capital Financial Advisors, LLC | 0.11% | Add +27.2% | 212,738 | $19.5M |
| Stableford Capital II LLC | 6.75% | Add +33.4% | 212,456 | $19.5M |
| Marathon Capital Management | 3.92% | Add +7.8% | 210,769 | $19.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +40.9% | 208,029 | $19.1M |
| HighPoint Advisor Group LLC | 0.66% | Add +15.7% | 204,927 | $18.8M |
| TKG Advisors, LLC | 6.50% | Add +53.8% | 204,303 | $18.7M |
| Arete Wealth Advisors, LLC | 1.22% | Add +53.4% | 202,013 | $18.5M |
| Vigilare Wealth Management | 5.62% | Reduce -24.1% | 200,228 | $18.3M |
| Roundview Capital LLC | 0.99% | Add +0.4% | 196,671 | $18.0M |
| Bell Bank | 0.69% | Reduce -46.8% | 196,187 | $18.0M |
| Aptus Capital Advisors, LLC | 0.13% | Reduce -4.4% | 195,200 | $17.9M |
| Hilton Capital Management, LLC | 1.22% | Add +28.1% | 194,389 | $17.8M |
| Samara Investment Management, LLC | 16.22% | Add +13.6% | 192,412 | $17.6M |
| Apella Capital, LLC | 0.25% | Reduce -5.8% | 192,560 | $17.6M |
| DT Investment Partners, LLC | 1.30% | Reduce -9.5% | 189,602 | $17.4M |
| Advisor OS, LLC | 1.14% | Add +30.6% | 186,919 | $17.1M |
| Managed Asset Portfolios, LLC | 1.95% | Reduce -9.9% | 186,446 | $17.1M |
| B & T Capital Management DBA Alpha Capital Management | 2.21% | Add +333.7% | 184,103 | $16.9M |
| Synergy Asset Management, LLC | 1.59% | Reduce -82.4% | 183,691 | $16.8M |
| Great Valley Advisor Group, Inc. | 0.26% | Reduce -0.0% | 181,693 | $16.7M |
| Hofer & Associates. Inc | 8.03% | Reduce -6.6% | 181,339 | $16.6M |
| Beacon Capital Management, Inc. | 1.00% | Reduce -5.5% | 179,561 | $16.5M |
| St. Louis Financial Planners Asset Management, LLC | 8.76% | Reduce -68.0% | 179,680 | $16.4M |
| Norden Group LLC | 1.34% | Reduce -12.5% | 178,357 | $16.3M |
| Blueprint Investment Partners LLC | 1.36% | Reduce -61.0% | 177,393 | $16.3M |
| Lido Advisors, LLC | 0.06% | Reduce -0.6% | 177,031 | $16.2M |
| Ranch Capital Advisors Inc. | 5.09% | Add +5.7% | 175,487 | $16.1M |
| Ebert Capital Management Inc. | 15.06% | Reduce -19.0% | 175,107 | $16.0M |
| J2 Capital Management Inc | 10.76% | Reduce -7.3% | 174,626 | $16.0M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +304.4% | 174,432 | $16.0M |
| HSBC Holdings PLC | 0.01% | Reduce -8.9% | 174,160 | $16.0M |
| Alliance Wealth Advisors, LLC | 3.00% | Reduce -39.7% | 173,380 | $15.9M |
| Zinnia Wealth Advisory, LLC | 16.15% | Add +1074.0% | 172,779 | $15.8M |
| Centaurus Financial, Inc. | 0.61% | Reduce -38.4% | 171,822 | $15.7M |
| Islay Capital Management, LLC | 7.42% | Reduce -6.7% | 171,604 | $15.7M |
| Arta Finance Wealth Management LLC | 6.73% | Reduce -9.3% | 171,979 | $15.7M |
| Hardman Johnston Global Advisors LLC | 0.55% | Add +1.9% | 171,220 | $15.7M |
| Trek Financial, LLC | 0.78% | Add +15.2% | 170,649 | $15.6M |
| OneDigital Investment Advisors LLC | 0.13% | Add +2026.1% | 170,149 | $15.6M |
| MOKAN Wealth Management Inc. | 5.87% | Add +7.1% | 167,624 | $15.4M |
| Founders Financial Securities LLC | 0.79% | Reduce -32.9% | 167,416 | $15.3M |
| Vivid Wealth Management, LLC | 5.36% | Add +3.1% | 166,251 | $15.2M |
| Benedict Financial Advisors Inc. | 2.95% | Add +6.3% | 165,744 | $15.2M |
| Gateway Wealth Partners, LLC | 0.90% | Reduce -31.7% | 163,254 | $15.0M |
| Wealthspire Advisors, LLC | 0.08% | Add +360.1% | 159,760 | $14.6M |
| Fifth Third Bancorp | 0.02% | Reduce -12.7% | 158,194 | $14.5M |
| Spectrum Planning & Advisory Services Inc. | 6.48% | Add +1.4% | 158,068 | $14.5M |
| Pacific Capital Wealth Advisors, Inc. | 2.17% | Reduce -2.7% | 156,775 | $14.4M |
| Verus Capital Partners, LLC | 0.77% | Reduce -5.4% | 154,356 | $14.1M |
| Sound Portfolio Advisors, LLC | 9.96% | Reduce -37.1% | 153,162 | $14.0M |
| Gladstone Institutional Advisory LLC | 0.44% | Reduce -11.3% | 152,392 | $14.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -13.0% | 152,004 | $13.9M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -38.8% | 151,052 | $13.8M |
| Calamos Wealth Management LLC | 0.42% | Add +16.8% | 150,710 | $13.8M |
| Montis Financial, LLC | 2.81% | Reduce -16.1% | 150,140 | $13.8M |
| GLR Partners, LLC | 6.40% | Add +25.0% | 149,863 | $13.7M |
| Treasure Coast Financial Planning | 6.69% | Add +3.1% | 149,647 | $13.7M |
| Capital Research Global Investors | 0.00% | Reduce -71.1% | 149,350 | $13.7M |
| Zacks Investment Management | 0.10% | Reduce -4.6% | 149,335 | $13.7M |
| G&S Capital LLC | 3.96% | Add +33.4% | 148,721 | $13.6M |
| Savior LLC | 38.56% | Add +43.3% | 146,709 | $13.4M |
| Partners Capital Investment Group, LLP | 0.47% | Add +32.1% | 146,466 | $13.4M |
| Capital Wealth Alliance, LLC | 6.17% | Add +1.2% | 144,956 | $13.3M |
| Everstar Asset Management, LLC | 6.36% | Reduce -0.1% | 143,846 | $13.2M |
| Reyes Financial Architecture, Inc. | 7.36% | Reduce -5.0% | 143,462 | $13.1M |
| Stelac Advisory Services LLC | 2.39% | Reduce -4.0% | 139,847 | $12.8M |
| Clearstead Trust, LLC | 1.67% | Reduce -4.0% | 139,027 | $12.7M |
| Benjamin Edwards Inc. | 0.12% | Reduce -3.6% | 138,932 | $12.7M |
| Allworth Financial LP | 0.05% | Reduce -13.2% | 138,368 | $12.7M |
| Perissos Private Wealth Management, LLC | 8.53% | New | 137,821 | $12.6M |
| Bleakley Financial Group, LLC | 0.16% | Add +44.8% | 137,814 | $12.6M |
| Cairn Investment Group, Inc. | 5.56% | Add +30.0% | 137,640 | $12.6M |
| HighRoad Wealth Advisors, LLC | 10.57% | Add +16.6% | 136,787 | $12.5M |
| Trilogy Capital Inc. | 0.49% | Add +23.0% | 136,665 | $12.5M |
| Eagle Rock Investment Company, LLC | 1.54% | Reduce -0.1% | 135,957 | $12.5M |
| ADAR1 Capital Management, LLC | 0.59% | No change | 135,585 | $12.4M |
| Coldstream Capital Management Inc. | 0.15% | Add +1.1% | 132,627 | $12.2M |
| Silver Oak Securities, Incorporated | 0.73% | Add +5.8% | 131,609 | $12.1M |
| Strategic Wealth Investment Group, LLC | 1.46% | Add +2.0% | 131,216 | $12.0M |
| Caitlin John, LLC | 6.59% | Reduce -47.5% | 131,184 | $12.0M |
| Guidance Capital, Inc. | 2.57% | Add +4.3% | 131,324 | $12.0M |
| SP Asset Management LLC | 0.96% | Add +141.3% | 130,740 | $12.0M |
| Calton & Associates, Inc. | 1.74% | Add +5.1% | 129,441 | $11.9M |
| Hilltop Holdings Inc. | 0.96% | Add +10.3% | 129,023 | $11.8M |
| Horizon Investments, LLC | 0.13% | Reduce -93.9% | 128,967 | $11.7M |
| Genus Capital Management Inc. | 1.15% | Add +67.2% | 127,429 | $11.7M |
| Victory Financial Group, LLC | 1.22% | Reduce -9.9% | 127,051 | $11.6M |
| NewEdge Wealth, LLC | 0.12% | Add +1391.2% | 126,591 | $11.6M |
| Capital Advisors, Ltd. LLC | 1.17% | Add +5.2% | 126,450 | $11.6M |
| Lavelle Capital LP | 5.82% | Add +1532.4% | 124,881 | $11.4M |
| Palogic Value Management, L.P. | 4.10% | Add +120.9% | 124,536 | $11.4M |
| Sargent Investment Group, LLC | 1.36% | Add +40.8% | 123,834 | $11.3M |
| Diversify Advisory Services, LLC | 0.19% | Add +4097.4% | 123,236 | $11.3M |
| Diversify Wealth Management, LLC | 0.19% | Add +0.9% | 123,236 | $11.3M |
| Fiduciary Alliance LLC | 0.76% | Reduce -23.6% | 123,150 | $11.3M |
| PFG Investments, LLC | 0.44% | Reduce -8.2% | 122,835 | $11.3M |
| IHT Wealth Management, LLC | 0.24% | Reduce -63.2% | 122,019 | $11.2M |
| IFG Advisory, LLC | 0.39% | New | 121,781 | $11.2M |
| Apollon Wealth Management, LLC | 0.14% | Add +7.8% | 121,179 | $11.1M |
| Montag A & Associates Inc. | 0.47% | Add +18999.4% | 120,326 | $11.0M |
| Balefire, LLC | 1.79% | Reduce -1.7% | 119,431 | $10.9M |
| Biltmore Wealth Management, LLC | 3.41% | Add +92.0% | 119,366 | $10.9M |
| Elevation Capital Advisory, LLC | 4.19% | Reduce -62.0% | 118,285 | $10.8M |
| Geneos Wealth Management Inc. | 0.22% | Reduce -52.3% | 118,009 | $10.8M |
| Peregrine Asset Advisers, Inc. | 2.32% | Add +124.8% | 116,677 | $10.7M |
| Bank of Nova Scotia | 0.02% | Reduce -59.6% | 115,301 | $10.7M |
| Citadel Advisors | 0.01% | Add +1060.8% | 115,091 | $10.5M |
| Independent Financial Group, LLC | 0.20% | Reduce -0.1% | 114,972 | $10.5M |
| Certior Financial Group, LLC | 5.75% | Reduce -38.5% | 114,558 | $10.5M |
| JT Stratford LLC | 1.15% | Add +12.2% | 114,433 | $10.5M |
| First Wilshire Securities Management Inc. | 2.16% | Add +6.4% | 114,229 | $10.5M |
| Morgan Dempsey Capital Management LLC | 4.48% | Add +71.3% | 114,108 | $10.5M |
| Acorn Financial Advisory Services Inc. | 1.38% | Add +13.9% | 113,740 | $10.4M |
| Park Edge Advisors, LLC | 2.21% | Reduce -72.1% | 113,036 | $10.4M |
| MinichMacGregor Wealth Management, LLC | 1.57% | New | 112,959 | $10.4M |
| Pinnacle Financial Partners, Inc. | 0.07% | Add +10.7% | 112,376 | $10.3M |
| Guild Investment Management, Inc. | 7.02% | Reduce -1.0% | 112,179 | $10.3M |
| Quaker Wealth Management, LLC | 2.99% | Add +0.9% | 111,999 | $10.3M |
| Mgo One Seven LLC | 0.17% | Reduce -11.7% | 111,933 | $10.3M |
| Atlas Capital Advisors Inc. | 1.11% | Add +41.9% | 110,741 | $10.1M |
| Norris Financial Group, LLC | 3.97% | Reduce -1.9% | 108,986 | $10.0M |
| Lumbard & Kellner, LLC | 3.01% | Reduce -18.1% | 108,366 | $9.9M |
| Kohmann Bosshard Financial Services, LLC | 0.84% | Reduce -27.9% | 108,193 | $9.9M |
| Belpointe Asset Management LLC | 0.32% | Reduce -57.7% | 106,160 | $9.7M |
| Flatrock Wealth Partners LLC | 3.81% | Add +9.4% | 105,878 | $9.7M |
| Private Management Group Inc. | 0.25% | Add +53.3% | 105,483 | $9.7M |
| Harbor Investment Advisory, LLC | 0.68% | Add +8.5% | 105,408 | $9.7M |
| Curran Financial Partners, LLC | 1.43% | Reduce -9.5% | 105,092 | $9.6M |
| Savvy Advisors, Inc. | 0.21% | Add +57.9% | 104,879 | $9.6M |
| DAVENPORT & Co LLC | 0.05% | Reduce -1.2% | 104,613 | $9.6M |
| Chesapeake Asset Management LLC | 7.21% | Reduce -22.5% | 102,715 | $9.4M |
| Lifetime Wealth Management P.C. | 5.56% | Reduce -10.5% | 102,627 | $9.4M |
| Jane Street Group, LLC | 0.01% | New | 101,200 | $9.3M |
| Susquehanna International Group, LLP | 0.01% | New | 100,327 | $9.2M |
| Modern Wealth Management, LLC | 0.11% | Reduce -25.2% | 99,671 | $9.1M |
| Certuity, LLC | 0.45% | Add +35.1% | 99,596 | $9.1M |
| White Lighthouse Investment Management Inc. | 1.13% | Add +26.9% | 99,007 | $9.1M |
| Purewater Capital LLC | 6.53% | Reduce -26.9% | 98,687 | $9.0M |
| Innealta Capital, LLC | 4.82% | New | 98,610 | $9.0M |
| Malaga Cove Capital, LLC | 2.86% | Add +16.9% | 98,147 | $9.0M |
| CreativeOne Wealth, LLC | 0.19% | Reduce -18.7% | 97,528 | $8.9M |
| Signal Advisors Wealth, LLC | 0.47% | Reduce -13.4% | 97,054 | $8.9M |
| Tower Research Capital LLC (TRC) | 0.22% | Add +17.2% | 96,945 | $8.9M |
| Flagship Harbor Advisors, LLC | 0.34% | Reduce -4.9% | 96,859 | $8.9M |
| OpenArc Corporate Advisory, LLC | 0.10% | Add +18.6% | 95,820 | $8.8M |
| Pathway Financial Advisors LLC | 1.02% | Reduce -11.7% | 95,842 | $8.8M |
| PSI Advisors, LLC | 2.04% | Reduce -7.9% | 95,620 | $8.8M |
| Beam Wealth Advisors, Inc. | 1.92% | Add +12.6% | 94,890 | $8.7M |
| B. Riley Wealth Advisors, Inc. | 0.47% | Reduce -2.9% | 94,370 | $8.6M |
| LaSalle St. Investment Advisors, LLC | 1.05% | Add +0.5% | 94,188 | $8.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 2.18% | Add +1.2% | 93,521 | $8.6M |
| Western Wealth Management, LLC | 0.28% | Reduce -4.9% | 93,464 | $8.6M |
| GenTrust, LLC | 0.33% | Reduce -4.8% | 93,091 | $8.5M |
| Meridian Wealth Management, LLC | 0.26% | Reduce -9.9% | 92,187 | $8.4M |
| Prostatis Group LLC | 1.96% | Add +87.3% | 92,045 | $8.4M |
| Arkadios Wealth Advisors | 0.13% | Reduce -7.8% | 91,968 | $8.4M |
| Rik Saylor Financial, Inc. | 5.58% | Add +10.7% | 91,911 | $8.4M |
| VestGen Advisors, LLC | 0.25% | Reduce -21.2% | 91,652 | $8.4M |
| Wesbanco Bank Inc. | 0.21% | Add +13.7% | 90,776 | $8.3M |
| Precision Wealth Strategies, LLC | 2.50% | Reduce -34.8% | 90,551 | $8.3M |
| Mid-American Wealth Advisory Group, Inc. | 2.99% | Add +9.7% | 90,233 | $8.3M |
| BTS Asset Management, Inc. | 17.38% | Reduce -35.9% | 89,960 | $8.2M |
| BTC Capital Management, Inc. | 0.50% | Add +4.5% | 89,644 | $8.2M |
| Arax Advisory Partners | 0.05% | Add +162.5% | 89,497 | $8.2M |
| Lunt Capital Management, Inc. | 3.00% | Add +12.3% | 89,266 | $8.2M |
| Capstone Wealth Management Group, Inc. | 4.93% | — | 89,213 | $8.2M |
| Titan Investment Management LLC | 6.05% | Add +15.2% | 89,122 | $8.2M |
| Advisors Preferred, LLC | 1.26% | Reduce -28.3% | 89,290 | $8.2M |
| AdvisorNet Financial, Inc | 0.36% | Add +9.8% | 86,552 | $7.9M |
| Paragon Capital Management Inc. | 5.90% | Add +1.7% | 86,167 | $7.9M |
| Legacy Capital Group California, Inc. | 2.36% | Reduce -7.8% | 85,499 | $7.8M |
| Jordan Park Group LLC | 0.40% | Add +50.9% | 85,165 | $7.8M |
| Boomfish Wealth Group, LLC | 3.55% | Reduce -24.9% | 84,960 | $7.8M |
| Tompkins Financial Corp. | 0.54% | Reduce -20.5% | 84,756 | $7.8M |
| Matrix Trust Co | 1.12% | Reduce -6.7% | 84,364 | $7.7M |
| AssuredPartners Investment Advisors, LLC | 0.75% | Reduce -77.3% | 84,323 | $7.7M |
| Brown, Lisle/Cummings, Inc. | 1.73% | Add +14.5% | 83,931 | $7.7M |
| Blueprint Financial Advisors LLC | 0.85% | Reduce -58.7% | 83,915 | $7.7M |
| Fiduciary Financial Group, LLC | 0.87% | Add +17.6% | 83,736 | $7.7M |
| Csenge Advisory Group | 0.31% | Add +2.5% | 82,861 | $7.6M |
| Compass Financial Services Inc | 2.82% | Add +10.1% | 82,209 | $7.5M |
| Advyzon Investment Management, LLC | 0.55% | Add +323.9% | 82,196 | $7.5M |
| Crescent Grove Advisors, LLC | 0.63% | Reduce -29.6% | 81,680 | $7.5M |
| Continuum Advisory, LLC | 0.60% | Add +3.8% | 81,394 | $7.5M |
| Three Seasons Wealth, LLC | 0.68% | Reduce -5.1% | 81,142 | $7.4M |
| Westbourne Investments, Inc. | 3.03% | Add +1.6% | 81,070 | $7.4M |
| Professional Financial Advisors, LLC | 1.27% | Reduce -4.9% | 80,050 | $7.3M |
| Investor's Fiduciary Advisor Network, LLC | 2.48% | Add +1.7% | 79,637 | $7.3M |
| Entrewealth, LLC | 2.69% | Reduce -40.9% | 79,258 | $7.2M |
| Summit Financial, LLC | 0.08% | Reduce -32.3% | 78,876 | $7.2M |
| Greenfield Seitz Capital Management, LLC | 2.15% | Add +27.1% | 78,787 | $7.2M |
| AE Wealth Management LLC | 0.03% | Reduce -49.7% | 78,064 | $7.2M |
| Graves Light Lenhart Wealth, Inc. | 0.67% | Reduce -2.3% | 77,762 | $7.1M |
| Iams Wealth Management, LLC | 2.12% | Reduce -16.8% | 76,972 | $7.1M |
| SLT Holdings LLC | 4.50% | Reduce -20.4% | 76,776 | $7.0M |
| Ethos Financial Group, LLC | 0.47% | Reduce -39.3% | 76,340 | $7.0M |
| Kassira Wealth Management LLC | 5.60% | Add +18.8% | 76,040 | $7.0M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -16.4% | 78,907 | $6.8M |
| KG Capital Management | 4.04% | Add +6.3% | 74,141 | $6.8M |
| Woodley Farra Manion Portfolio Management Inc. | 0.33% | Reduce -28.7% | 74,035 | $6.8M |
| Cyndeo Wealth Partners, LLC | 0.32% | Add +275.6% | 73,603 | $6.7M |
| Citizens Financial Group Inc. | 0.08% | Reduce -71.5% | 73,576 | $6.7M |
| IronBridge Private Wealth, LLC | 2.21% | Reduce -51.1% | 73,439 | $6.7M |
| Founders Financial Alliance, LLC | 0.89% | Reduce -0.1% | 73,394 | $6.7M |
| GTS Securities LLC | 0.14% | Reduce -24.1% | 72,927 | $6.7M |
| Wheelhouse Advisory Group LLC | 1.88% | Add +3.3% | 72,788 | $6.7M |
| Delta Investment Management, LLC | 1.09% | Reduce -7.6% | 72,597 | $6.7M |
| J.Safra Asset Management Corp | 0.30% | Add +39.1% | 72,072 | $6.6M |
| GFI Investment Counsel Ltd. | 0.90% | Reduce -6.1% | 72,044 | $6.6M |
| Spire Wealth Management | 0.20% | Add +13.3% | 72,043 | $6.6M |
| WealthPlan Investment Management, LLC | 0.32% | Reduce -38.0% | 71,155 | $6.5M |
| Wealth Advisors of Iowa, LLC | 1.77% | Add +0.6% | 71,148 | $6.5M |
| National Bank of Canada | 0.01% | Reduce -92.5% | 70,625 | $6.5M |
| Fagan Associates, Inc. | 0.79% | Add +13.2% | 70,347 | $6.4M |
| Schroder Investment Management Group | 0.00% | Add +3.2% | 70,095 | $6.4M |
| Lionsbridge Wealth Management LLC | 6.28% | Reduce -50.7% | 69,879 | $6.4M |
| Sacks & Associates, LLC | 4.32% | Reduce -1.3% | 69,830 | $6.4M |
| MCF Advisors LLC | 0.23% | Reduce -7.4% | 68,861 | $6.3M |
| Evexia Wealth LLC | 1.70% | Add +47.7% | 68,787 | $6.3M |
| JCIC Asset Management Inc. | 1.92% | No change | 68,261 | $6.3M |
| First Trust Advisors LP | 0.00% | Reduce -3.3% | 68,246 | $6.3M |
| Fortis Capital Advisors, LLC | 0.70% | Reduce -68.0% | 67,532 | $6.2M |
| WealthTrust Asset Management, LLC | 3.35% | Reduce -1.2% | 67,463 | $6.2M |
| 49 Wealth Management, LLC | 1.17% | Add +70.4% | 67,118 | $6.2M |
| Alongside, LLC | 1.17% | — | 67,118 | $6.2M |
| National Wealth Management Group, LLC | 1.89% | Add +18.2% | 66,813 | $6.1M |
| Plan Group Financial, LLC | 1.26% | Add +329.3% | 66,584 | $6.1M |
| 4WEALTH Advisors, Inc. | 4.64% | Add +53.1% | 65,909 | $6.0M |
| Ritholtz Wealth Management | 0.09% | Reduce -92.1% | 65,850 | $6.0M |
| Teucrium Investment Advisors, LLC | 5.35% | Reduce -11.8% | 65,799 | $6.0M |
| IFP Advisors, Inc | 0.11% | Reduce -19.0% | 65,129 | $6.0M |
| Sovran Advisors, LLC | 0.44% | Add +2.3% | 64,963 | $6.0M |
| Constant Guidance Financial LLC | 3.72% | Reduce -77.1% | 64,683 | $5.9M |
| Smart Money Group LLC | 1.49% | Reduce -4.6% | 63,480 | $5.8M |
| Baring Financial LLC | 3.21% | Reduce -7.2% | 63,393 | $5.8M |
| Moneco Advisors, LLC | 0.35% | Add +2.3% | 63,191 | $5.8M |
| Eagle Capital Management LLC | 0.02% | Reduce -76.0% | 63,163 | $5.8M |
| Hamilton Capital Partners, LLC | 1.68% | Reduce -87.5% | 63,114 | $5.8M |
| Nwam LLC | 0.29% | Add +108.6% | 62,942 | $5.8M |
| Artesa Financial Group, LLC | 4.90% | Add +29.4% | 62,547 | $5.7M |
| Aviance Capital Partners, LLC | 0.59% | Add +9.6% | 62,379 | $5.7M |
| MRWM Advisors, LLC | 2.34% | Reduce -3.6% | 62,087 | $5.7M |
| Two Sigma Securities, LLC | 0.49% | Add +88.9% | 61,899 | $5.7M |
| Berkeley Capital Partners, LLC | 1.17% | Add +134.1% | 61,789 | $5.7M |
| Hanover Advisors Inc. | 2.03% | Reduce -23.9% | 61,447 | $5.6M |
| Kingswood Wealth Advisors, LLC | 0.23% | Reduce -16.7% | 61,357 | $5.6M |
| AlphaCore Capital LLC | 0.10% | Add +16.5% | 61,213 | $5.6M |
| Vertex Planning Partners, LLC | 0.83% | Add +11.6% | 60,982 | $5.6M |
| Hollencrest Capital Management | 0.37% | Add +180.7% | 60,713 | $5.6M |
| Wedbush Securities Inc. | 0.14% | Add +18.7% | 60,534 | $5.5M |
| Crestwood Advisors Group, LLC | 0.08% | Add +1.7% | 59,970 | $5.5M |
| PW Nova Financial Services LLC | 1.17% | New | 59,577 | $5.5M |
| CapWealth Advisors, LLC | 0.44% | Reduce -44.0% | 59,146 | $5.4M |
| Simplicity Wealth,LLC | 0.18% | Reduce -33.2% | 59,139 | $5.4M |
| Sovereign Investment Advisors, LLC | 1.01% | Reduce -9.1% | 58,855 | $5.4M |
| Financial Network Wealth Advisors LLC | 5.46% | Reduce -13.3% | 58,660 | $5.4M |
| Upper Left Wealth Management, LLC | 2.95% | Add +6.0% | 58,181 | $5.3M |
| Legacy Wealth Managment, LLC | 2.17% | Reduce -17.4% | 57,482 | $5.3M |
| Krilogy Financial LLC | 0.16% | Add +7.3% | 57,220 | $5.2M |
| M Holdings Securities, Inc. | 0.72% | Reduce -27.8% | 57,187 | $5.2M |
| Scarborough Advisors, LLC | 0.60% | Reduce -12.1% | 56,790 | $5.2M |
| Raub Brock Capital Management LP | 1.43% | Reduce -35.5% | 56,651 | $5.2M |
| Napier Financial, LLC | 1.08% | Reduce -3.6% | 56,383 | $5.2M |
| Pacific Life Fund Advisors LLC | 0.57% | New | 56,380 | $5.2M |
| Private Trust Co. NA | 0.41% | Add +16.9% | 56,305 | $5.2M |
| Forza Wealth Management, LLC | 1.58% | Reduce -13.0% | 56,233 | $5.2M |
| Pine Valley Investments Ltd Liability Co | 0.22% | Reduce -31.9% | 55,785 | $5.1M |
| Pathstone Holdings, LLC | 0.01% | Add +73.8% | 55,330 | $5.1M |
| Sanchez Gaunt Capital Management, LLC | 2.81% | Reduce -2.9% | 54,821 | $5.0M |
| Titleist Asset Management, LLC | 0.33% | Reduce -11.3% | 54,069 | $5.0M |
| Cornerstone Investment Partners, LLC | 0.16% | Add +10.7% | 52,499 | $4.8M |
| Unique Wealth Strategies, LLC | 1.75% | Add +4.7% | 52,342 | $4.8M |
| Oliver Luxxe Assets LLC | 0.70% | Reduce -8.1% | 51,968 | $4.8M |
| Luken Investment Analytics, LLC | 1.66% | Reduce -0.3% | 51,839 | $4.8M |
| SFI Advisors, LLC | 4.08% | Reduce -13.7% | 51,615 | $4.7M |
| Hohimer Wealth Management, LLC | 0.48% | Reduce -1.8% | 50,790 | $4.7M |
| Procyon Advisors, LLC | 0.20% | Reduce -19.1% | 50,232 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 50,171 | $4.6M |
| Headinvest, LLC | 0.86% | Add +19.6% | 50,111 | $4.6M |
| Alchemi Wealth, LLC | 2.15% | Reduce -15.2% | 50,043 | $4.6M |
| Insight 2811, Inc. | 1.86% | Add +1.3% | 50,037 | $4.6M |
| Elmwood Wealth Management, Inc. | 1.15% | Reduce -16.2% | 49,970 | $4.6M |
| Cim, LLC | 0.59% | Add +0.3% | 49,692 | $4.6M |
| IPG Investment Advisors LLC | 0.65% | Reduce -34.0% | 49,567 | $4.5M |
| Wallace Advisory Group, LLC | 4.27% | Reduce -39.1% | 49,557 | $4.5M |
| Perennial Investment Advisors, LLC | 0.30% | Reduce -6.3% | 49,399 | $4.5M |
| IMA Advisory Services, Inc. | 0.28% | Add +113.5% | 48,903 | $4.5M |
| TriaGen Wealth Management LLC | 1.12% | Add +36.4% | 48,694 | $4.5M |
| Concord Wealth Partners | 0.51% | Add +5.6% | 48,409 | $4.4M |
| Dean, Jacobson Financial Services, LLC | 2.43% | Add +0.3% | 48,252 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +44.5% | 48,032 | $4.4M |
| GK Wealth Management LLC | 2.65% | New | 47,906 | $4.4M |
| Clear Creek Financial Management, LLC | 0.28% | Reduce -29.8% | 47,505 | $4.4M |
| Principal Securities, Inc. | 0.05% | Reduce -18.1% | 47,403 | $4.3M |
| Kovack Advisors, Inc. | 0.21% | Reduce -1.6% | 46,934 | $4.3M |
| StoneX Group Inc. | 0.17% | Add +95.8% | 46,830 | $4.3M |
| Financial Solutions Advisory Group, Inc. | 0.54% | Add +0.4% | 46,787 | $4.3M |
| Chatham Capital Group, Inc. | 0.55% | New | 46,621 | $4.3M |
| Choreo, LLC | 0.05% | Reduce -0.1% | 46,549 | $4.3M |
| Strategic Wealth Partners, Ltd. | 0.26% | Add +21.9% | 46,484 | $4.3M |
| Concord Asset Management, LLC | 0.66% | Add +6.7% | 46,391 | $4.3M |
| Ruggiero Investments, Inc. | 3.56% | Add +158.0% | 45,763 | $4.2M |
| Kennedy Investment Group, Inc. | 1.42% | Reduce -2.3% | 45,565 | $4.2M |
| Climber Capital SA | 2.51% | Add +102.8% | 94,097 | $4.1M |
| Beacon Wealthcare LLC | 1.31% | Add +8.4% | 44,472 | $4.1M |
| Hardworking Capital Advisors, LLC | 3.33% | Add +42.3% | 44,468 | $4.1M |
| Hershey Financial Advisers, LLC | 2.93% | Reduce -27.9% | 44,456 | $4.1M |
| Values First Advisors, Inc. | 1.84% | Add +8.4% | 44,058 | $4.0M |
| Legacy Wealth Advisors, LLC | 1.75% | Reduce -8.6% | 43,999 | $4.0M |
| Arrowroot Family Office, LLC | 1.15% | Add +30.8% | 43,985 | $4.0M |
| Sagespring Wealth Partners, LLC | 0.06% | Add +33.5% | 43,971 | $4.0M |
| Wealth Enhancement Trust Services, Inc. | 0.44% | Add +2.8% | 43,165 | $4.0M |
| October Effect Ltd | 3.71% | Reduce -6.4% | 43,083 | $3.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -58.2% | 42,922 | $3.9M |
| Palouse Capital Management, Inc. | 2.61% | Reduce -4.2% | 42,851 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -52.5% | 42,786 | $3.9M |
| Clarity Financial LLC | 0.33% | Add +53.9% | 42,579 | $3.9M |
| Journey Retirement Planning & Investment Management LLC | 2.97% | Add +5.3% | 41,559 | $3.8M |
| Spartan Planning & Wealth Management | 2.53% | Reduce -72.2% | 41,418 | $3.8M |
| MAI Capital Management | 0.01% | Add +1.1% | 41,381 | $3.8M |
| Freestate Advisors LLC | 2.81% | Reduce -2.6% | 41,104 | $3.8M |
| RDA Financial Network | 0.82% | Add +19.2% | 40,807 | $3.7M |
| Sei Investments Co. | 0.00% | Add +121.6% | 40,162 | $3.7M |
| Harbour Investments, Inc. | 0.05% | Reduce -11.3% | 39,990 | $3.7M |
| Core Wealth Partners LLC | 1.56% | Reduce -4.4% | 39,941 | $3.7M |
| Point Nemo Capital, LLC | 1.84% | New | 39,618 | $3.6M |
| Clear Trail Advisors, LLC | 0.55% | Add +26.0% | 39,589 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -12.7% | 39,551 | $3.6M |
| One Day In July LLC | 0.25% | Reduce -34.1% | 39,259 | $3.6M |
| JBR Co Financial Management Inc | 1.31% | Reduce -70.4% | 39,166 | $3.6M |
| Strategic Blueprint, LLC | 0.18% | Reduce -16.8% | 39,161 | $3.6M |
| Revisor Wealth Management LLC | 0.86% | Add +11.7% | 39,029 | $3.6M |
| 1834 Investment Advisors Co. | 0.40% | Add +26.3% | 38,809 | $3.6M |
| OakTrust Wealth Advisors, LLC | 3.05% | Reduce -3.3% | 38,655 | $3.5M |
| Bailard, Inc. | 0.07% | Reduce -96.2% | 38,429 | $3.5M |
| Pecaut & Co. | 1.07% | Add +6.5% | 38,396 | $3.5M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -1.2% | 38,386 | $3.5M |
| Intrepid Financial Planning Group LLC | 1.18% | Reduce -2.2% | 37,945 | $3.5M |
| Private Client Services, LLC | 0.91% | Add +14.4% | 37,922 | $3.5M |
| NDWM LLC | 2.02% | Reduce -20.4% | 37,596 | $3.4M |
| Carr Financial Group Corp | 0.79% | Add +220.4% | 37,582 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +0.7% | 37,293 | $3.4M |
| Patten Group, Inc. | 0.53% | Add +6.3% | 37,159 | $3.4M |
| Tempus Wealth Planning, LLC | 0.66% | Reduce -53.6% | 36,767 | $3.4M |
| Engineers Gate Manager LP | 0.04% | New | 36,659 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -64.6% | 36,503 | $3.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | Reduce -47.1% | 36,358 | $3.3M |
| Unison Advisors LLC | 0.23% | Reduce -9.9% | 36,278 | $3.3M |
| Comprehensive Financial Planning, Inc. | 1.76% | New | 36,110 | $3.3M |
| GeoWealth Management, LLC | 0.10% | Add +43.0% | 36,090 | $3.3M |
| Clio Asset Management LLC | 2.62% | Add +26.7% | 36,012 | $3.3M |
| Balance Wealth Partners LLC | 0.88% | Add +15.6% | 35,928 | $3.3M |
| Foguth Wealth Management, LLC. | 0.37% | Add +144.1% | 35,632 | $3.3M |
| Focus Financial Network, Inc. | 0.10% | Add +0.0% | 35,511 | $3.3M |
| Strategic Financial Concepts, LLC | 0.97% | Reduce -67.5% | 40,034 | $3.3M |
| Roan Capital Partners | 2.69% | Reduce -17.9% | 35,341 | $3.2M |
| Pioneer Wealth Management Group | 0.78% | Reduce -20.7% | 35,214 | $3.2M |
| Moulton Wealth Management, Inc. | 2.11% | New | 35,040 | $3.2M |
| Vista Investment Management | 0.96% | Reduce -0.6% | 34,692 | $3.2M |
| United Advisor Group, LLC | 0.34% | Add +109.1% | 34,668 | $3.2M |
| Lake Hills Wealth Management, LLC | 1.44% | Add +125.6% | 34,549 | $3.2M |
| Portland Investment Counsel Inc. | 0.88% | Add +118.9% | 34,524 | $3.2M |
| Townsquare Capital LLC | 0.58% | Add +3.3% | 34,417 | $3.2M |
| Bingham Private Wealth, LLC | 2.16% | Add +10.4% | 34,328 | $3.1M |
| Culbertson A N & Co. Inc. | 0.37% | Reduce -14.2% | 34,327 | $3.1M |
| Strategent Financial, LLC | 1.81% | Add +32.0% | 34,275 | $3.1M |
| HRT Financial LP | 0.01% | Reduce -41.4% | 34,255 | $3.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.07% | Reduce -10.7% | 33,717 | $3.1M |
| FWG Holdings, LLC | 1.07% | Reduce -73.3% | 33,695 | $3.1M |
| Capital Group Private Client Services, Inc. | 0.04% | No change | 33,569 | $3.1M |
| JNBA Financial Advisors | 0.23% | Reduce -0.3% | 33,496 | $3.1M |
| Lakewood Asset Management LLC | 1.65% | Reduce -1.6% | 32,838 | $3.0M |
| Worth Asset Management, LLC | 0.96% | Add +15.3% | 32,709 | $3.0M |
| West Financial Advisors, LLC | 0.45% | Reduce -58.7% | 32,615 | $3.0M |
| Pearl Planning LLC | 1.37% | Reduce -3.3% | 32,596 | $3.0M |
| Discipline Wealth Solutions, LLC | 0.26% | Add +5.7% | 32,547 | $3.0M |
| Sherman Wealth Management LLC | 2.22% | Add +8.3% | 32,219 | $3.0M |
| Invenio Wealth Partners LLC | 1.06% | Reduce -4.3% | 32,151 | $2.9M |
| Shore Point Advisors, LLC | 1.00% | Reduce -6.6% | 31,891 | $2.9M |
| Kopion Asset Management, LLC | 1.84% | Reduce -0.7% | 31,824 | $2.9M |
| Tillman Hartley LLC | 0.65% | Reduce -27.6% | 31,757 | $2.9M |
| Hudson Oak Wealth Advisory LLC | 2.22% | Reduce -2.3% | 31,463 | $2.9M |
| Old Mission Capital LLC | 0.07% | New | 31,332 | $2.9M |
| LPWM LLC | 0.63% | Reduce -2.5% | 30,932 | $2.8M |
| MBA Advisors LLC | 0.96% | Reduce -6.6% | 30,888 | $2.8M |
| Commerce Bank | 0.01% | Add +40.7% | 30,828 | $2.8M |
| Pekin Hardy Strauss, Inc. | 0.25% | Reduce -65.4% | 30,815 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -60.8% | 30,676 | $2.8M |
| Capital Analysts, LLC | 0.06% | Add +95.8% | 30,620 | $2.8M |
| Lanark Financial, Inc. | 0.19% | Add +1.7% | 30,525 | $2.8M |
| NorthCrest Asset Manangement, LLC | 0.07% | Reduce -28.7% | 30,569 | $2.8M |
| Three Cord True Wealth Management, LLC | 1.33% | Add +0.5% | 30,436 | $2.8M |
| Spartan Wealth Advisory Services LLC | 0.23% | Add +4.4% | 30,220 | $2.8M |
| TLWM | 0.45% | Add +12.7% | 30,162 | $2.8M |
| Gambit Capital Management, LLC | 1.61% | Add +12.1% | 30,145 | $2.8M |
| Smithfield Trust Co | 0.11% | Reduce -8.2% | 30,085 | $2.8M |
| Empower Advisory Group, LLC | 0.01% | Reduce -7.2% | 30,076 | $2.8M |
| Vickerman Investment Advisors, Inc. | 0.53% | Add +2.7% | 29,917 | $2.7M |
| FSM Wealth Advisors, LLC | 0.29% | Reduce -5.8% | 29,895 | $2.7M |
| Level Four Advisory Services, LLC | 0.08% | Add +3.4% | 29,749 | $2.7M |
| Global View Capital Management LLC | 0.56% | New | 29,618 | $2.7M |
| Sowell Financial Services LLC | 0.09% | Reduce -1.1% | 29,389 | $2.7M |
| Silicon Valley Capital Partners | 0.22% | Reduce -0.6% | 29,386 | $2.7M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -2.5% | 29,183 | $2.7M |
| Highline Wealth Partners LLC | 0.54% | Reduce -4.0% | 28,957 | $2.7M |
| Palladiem, LLC | 2.54% | Reduce -54.9% | 28,593 | $2.6M |
| Prelude Capital Management, LLC | 0.19% | Add +29.1% | 28,536 | $2.6M |
| Regal Investment Advisors LLC | 0.14% | Reduce -7.8% | 28,349 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.30% | Reduce -31.7% | 28,341 | $2.6M |
| TFB Advisors LLC | 1.14% | Reduce -23.9% | 28,337 | $2.6M |
| Ducere Wealth Management LLC | 0.77% | Add +330.9% | 27,811 | $2.5M |
| Net Worth Advisory Group | 0.64% | Reduce -11.3% | 27,693 | $2.5M |
| Waverly Advisors, LLC | 0.01% | Add +115.3% | 27,666 | $2.5M |
| Tidal Investments LLC | 0.01% | Reduce -82.9% | 27,744 | $2.5M |
| Cornerstone Planning, LLC | 0.59% | Reduce -27.7% | 28,227 | $2.5M |
| Coyle Financial Counsel LLC | 0.46% | Add +11.4% | 27,542 | $2.5M |
| Smith, Moore & Co. | 0.16% | Reduce -5.0% | 27,429 | $2.5M |
| Jim Saulnier & Associates, LLC | 1.01% | Reduce -26.4% | 27,345 | $2.5M |
| Tranquilli Financial Advisor LLC | 1.35% | Reduce -52.8% | 27,337 | $2.5M |
| Money Concepts Capital Corp. | 0.12% | Reduce -3.3% | 27,324 | $2.5M |
| Sherman Asset Management, Inc. | 1.94% | New | 27,320 | $2.5M |
| Thor Trading Advisors, LLC | 0.78% | Add +6.4% | 27,280 | $2.5M |
| Cornerstone Wealth Group, LLC | 0.15% | Add +8.8% | 27,109 | $2.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | Add +1.6% | 27,101 | $2.5M |
| Quattro Financial Advisors LLC | 0.52% | New | 26,720 | $2.4M |
| Fjell Capital, LLC | 1.66% | Reduce -30.1% | 26,605 | $2.4M |
| PFG Advisors | 0.12% | Reduce -15.5% | 26,388 | $2.4M |
| Macco Financial Group, Inc. | 1.57% | Reduce -17.3% | 26,321 | $2.4M |
| Gilpin Wealth Management, LLC | 1.66% | Add +24.9% | 26,255 | $2.4M |
| Mattson Financial Services, LLC | 0.50% | Add +0.1% | 26,251 | $2.4M |
| Stone Wealth Partners | 1.74% | Add +17.1% | 25,995 | $2.4M |
| Parallel Advisors, LLC | 0.04% | Add +24.7% | 25,822 | $2.4M |
| Aurora Investment Managers, LLC. | 1.44% | Reduce -36.4% | 25,644 | $2.4M |
| Accurate Wealth Management, LLC | 0.22% | Reduce -16.2% | 25,286 | $2.3M |
| Stephens Inc. | 0.03% | Reduce -21.7% | 25,221 | $2.3M |
| Quartz Partners, LLC | 0.75% | Reduce -21.1% | 25,103 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -22.5% | 25,028 | $2.3M |
| Petra Financial Advisors Inc. | 1.05% | Add +24.0% | 24,720 | $2.3M |
| Ashton Thomas Securities, LLC | 0.33% | Reduce -59.8% | 24,474 | $2.2M |
| Axim Planning & Wealth | 3.15% | Reduce -4.0% | 24,316 | $2.2M |
| Hara Capital LLC | 1.17% | Add +10.1% | 24,176 | $2.2M |
| Signet Private Wealth LLC | 1.77% | Reduce -14.3% | 24,166 | $2.2M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -42.3% | 24,163 | $2.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.9% | 23,930 | $2.2M |
| Walser Wealth Management Company, A Ltd Liability Co | 0.91% | Add +136.1% | 23,778 | $2.2M |
| Private Advisory Group LLC | 0.12% | Add +157.3% | 23,710 | $2.2M |
| Outbound Financial Inc | 1.40% | Add +31.1% | 23,610 | $2.2M |
| TD Private Client Wealth LLC | 0.04% | Reduce -67.4% | 23,512 | $2.2M |
| Turim 21 Investimentos Ltda. | 0.35% | No change | 23,246 | $2.1M |
| Tucker Asset Management LLC | 0.53% | Reduce -25.6% | 23,231 | $2.1M |
| Broussard Financial Group LLC | 1.70% | Add +140.0% | 23,193 | $2.1M |
| Flow Traders U.S. LLC | 0.09% | Reduce -80.6% | 23,058 | $2.1M |
| American Institute for Advanced Investment Management, LLP | 1.22% | Reduce -13.7% | 23,025 | $2.1M |
| Independent Wealth Network Inc. | 0.53% | Reduce -0.7% | 22,900 | $2.1M |
| Austin Wealth Management, LLC | 0.44% | Reduce -20.8% | 22,911 | $2.1M |
| Tennessee Valley Asset Management Partners | 0.23% | Add +4.1% | 22,636 | $2.1M |
| Bricktown Capital, LLC | 0.37% | No change | 22,496 | $2.1M |
| Naviter Wealth, LLC | 0.18% | Add +48.1% | 22,191 | $2.0M |
| Thompson Davis & Co., Inc. | 1.21% | Add +18.7% | 22,133 | $2.0M |
| Financial Planning Fort Collins, LLC | 1.60% | Add +4.8% | 22,163 | $2.0M |
| Nutshell Asset Management Ltd | 0.68% | No change | 22,106 | $2.0M |
| Cullen Capital Management, LLC | 0.02% | Reduce -96.2% | 22,099 | $2.0M |
| Harmony Asset Management LLC | 0.54% | Reduce -2.6% | 21,894 | $2.0M |
| Avior Wealth Management, LLC | 0.05% | Add +4.7% | 21,869 | $2.0M |
| Murchinson Ltd. | 0.99% | No change | 21,844 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 21,841 | $2.0M |
| Parkside Financial Bank & Trust | 0.14% | Reduce -23.6% | 21,807 | $2.0M |
| Smartleaf Asset Management LLC | 0.06% | No change | 21,723 | $2.0M |
| Clarkston Capital Partners, LLC | 0.17% | Reduce -64.9% | 21,510 | $2.0M |
| Red Door Wealth Management, LLC | 0.18% | Reduce -0.6% | 21,338 | $2.0M |
| Global Assets Advisory, LLC | 0.43% | New | 21,347 | $2.0M |
| CacheTech Inc. | 0.31% | Reduce -23.7% | 21,204 | $1.9M |
| J. Safra Sarasin Holding AG | 0.03% | Add +41.0% | 21,148 | $1.9M |
| BlackRock, Inc. | 0.00% | Reduce -97.7% | 21,145 | $1.9M |
| Astoria Portfolio Advisors LLC. | 0.33% | New | 21,004 | $1.9M |
| Compound Planning, Inc. | 0.05% | Reduce -23.8% | 20,971 | $1.9M |
| ZEGA Investments, LLC | 0.32% | Add +15.1% | 20,707 | $1.9M |
| BayBridge Capital Group, LLC | 0.98% | Reduce -0.2% | 20,572 | $1.9M |
| NTV Asset Management LLC | 0.18% | Add +7.5% | 20,520 | $1.9M |
| Ramiah Investment Group | 1.42% | Reduce -91.9% | 20,328 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -92.7% | 20,207 | $1.9M |
| International Assets Investment Management, LLC | 0.11% | Add +1.6% | 20,184 | $1.8M |
| Hengehold Capital Management LLC | 0.14% | Add +5.2% | 20,104 | $1.8M |
| Beese Fulmer Investment Management, Inc. | 0.11% | Add +23.1% | 20,053 | $1.8M |
| Brown Miller Wealth Management, LLC | 0.46% | Add +29.8% | 19,958 | $1.8M |
| Rothschild Wealth LLC | 0.15% | Add +568.1% | 19,910 | $1.8M |
| Brand Asset Management Group, Inc. | 0.40% | Add +92.1% | 19,859 | $1.8M |
| Kickstand Ventures, Llc. | 0.33% | Add +35.0% | 19,742 | $1.8M |
| WealthTrak Capital Management LLC | 1.19% | Reduce -3.4% | 19,721 | $1.8M |
| CFG Wealth Management Services, Inc. | 1.76% | No change | 19,617 | $1.8M |
| HFG Advisors, Inc. | 1.12% | Reduce -8.1% | 19,602 | $1.8M |
| Cabot Wealth Management Inc. | 0.18% | Reduce -72.1% | 19,581 | $1.8M |
| Parkway Wealth Management Group, LLC | 0.21% | Reduce -11.2% | 19,485 | $1.8M |
| Curi Capital, LLC | 0.03% | Reduce -11.6% | 19,446 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +22.5% | 19,408 | $1.8M |
| CPR Investments Inc. | 1.36% | Reduce -69.0% | 19,287 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +83.2% | 19,234 | $1.8M |
| Swmg, LLC | 0.41% | Add +517.7% | 19,030 | $1.7M |
| Waycross Investment Management Co | 1.32% | Add +22.0% | 18,977 | $1.7M |
| Adams Wealth Management | 0.33% | Reduce -24.5% | 18,560 | $1.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.55% | Reduce -3.9% | 18,547 | $1.7M |
| Onyx Bridge Wealth Group LLC | 0.15% | Add +26.2% | 18,510 | $1.7M |
| Strait & Sound Wealth Management LLC | 0.59% | Add +75.8% | 18,456 | $1.7M |
| Prairiewood Capital, LLC | 0.43% | New | 18,299 | $1.7M |
| Coppell Advisory Solutions LLC | 0.14% | New | 25,570 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -95.4% | 18,031 | $1.7M |
| Tidemark, LLC | 0.37% | Add +10.5% | 17,971 | $1.6M |
| Rational Advisors, Inc. | 0.16% | New | 17,970 | $1.6M |
| Ascension Capital Advisors, Inc. | 0.46% | New | 17,915 | $1.6M |
| WESPAC Advisors, LLC | 0.80% | Reduce -54.4% | 17,883 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -18.6% | 17,823 | $1.6M |
| US Bancorp \de | 0.00% | Add +209.2% | 17,795 | $1.6M |
| Serenus Wealth Advisors, LLC | 0.28% | Add +0.3% | 17,724 | $1.6M |
| First Horizon Corp. | 0.06% | Add +785.2% | 17,704 | $1.6M |
| Fortune Financial Advisors, LLC | 0.69% | Add +22.8% | 17,629 | $1.6M |
| Pure Financial Advisors, LLC | 0.02% | Add +2.6% | 17,536 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +5.5% | 17,440 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.1% | 17,421 | $1.6M |
| Copley Financial Group, Inc. | 0.96% | Reduce -32.3% | 17,408 | $1.6M |
| Thompson David Blair | 0.79% | Reduce -2.8% | 17,348 | $1.6M |
| Rosenberg Matthew Hamilton | 0.29% | Reduce -54.9% | 17,254 | $1.6M |
| SkyOak Wealth, LLC | 0.26% | Reduce -15.2% | 17,222 | $1.6M |
| Third View Private Wealth, LLC | 0.19% | Add +4.6% | 17,182 | $1.6M |
| Traub Capital Management LLC | 1.40% | Reduce -0.8% | 17,089 | $1.6M |
| Betterment LLC | 0.00% | Reduce -15.2% | 16,976 | $1.6M |
| Live Oak Private Wealth LLC | 0.19% | New | 16,926 | $1.6M |
| Capital CS Group, LLC | 2.26% | Add +25.5% | 16,924 | $1.6M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -43.2% | 16,917 | $1.6M |
| Channel Wealth LLC | 0.35% | Reduce -51.8% | 16,801 | $1.5M |
| Cannell & Spears LLC | 0.03% | Reduce -39.8% | 16,690 | $1.5M |
| World Equity Group, Inc. | 0.34% | New | 16,612 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Add +111.2% | 16,573 | $1.5M |
| Independent Advisor Alliance | 0.04% | Reduce -92.9% | 16,389 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -3.7% | 16,375 | $1.5M |
| World Investment Advisors | 0.02% | Reduce -76.1% | 16,294 | $1.5M |
| Marion Wealth Management | 0.30% | Add +11.3% | 16,219 | $1.5M |
| VestGen Investment Management | 0.79% | Add +33.5% | 16,208 | $1.5M |
| LVW Advisors, LLC | 0.13% | Reduce -22.0% | 16,175 | $1.5M |
| Ameliora Wealth Management Ltd. | 0.44% | No change | 16,163 | $1.5M |
| Clearstead Advisors, LLC | 0.01% | Add +16.3% | 16,048 | $1.5M |
| Castleview Partners, LLC | 0.64% | Add +26.2% | 15,963 | $1.5M |
| Pacific Park Financial, Inc. | 0.85% | Add +3.1% | 15,929 | $1.5M |
| RPG Investment Advisory, LLC | 0.15% | Add +66.5% | 15,850 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Reduce -3.8% | 15,768 | $1.4M |
| Stirlingshire Investments, Inc. | 1.07% | Reduce -30.6% | 15,740 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Reduce -11.1% | 15,719 | $1.4M |
| Leading Edge Financial Planning LLC | 0.26% | Reduce -14.5% | 15,703 | $1.4M |
| Dogwood Wealth Management LLC | 0.56% | Add +9.9% | 15,608 | $1.4M |
| Catalyst Capital Advisors LLC | 0.02% | No change | 15,500 | $1.4M |
| DORVAL Corp | 0.41% | Add +6.8% | 15,458 | $1.4M |
| Diversified Portfolios, Inc. | 0.10% | Reduce -36.0% | 15,419 | $1.4M |
| Robinswood Financial LLC | 0.40% | Reduce -8.3% | 15,188 | $1.4M |
| Auxano Advisors, LLC | 0.26% | Reduce -20.0% | 15,155 | $1.4M |
| RPS Advisory Solutions LLC | 0.91% | Reduce -8.8% | 15,064 | $1.4M |
| Arrington Capital Management, LLC | 1.53% | Reduce -35.1% | 15,000 | $1.4M |
| AllGen Financial Advisors, Inc. | 0.30% | Add +1.3% | 14,959 | $1.4M |
| Ascent Wealth Partners, LLC | 0.14% | Reduce -10.0% | 14,911 | $1.4M |
| Sequent Planning LLC | 0.29% | Add +2.7% | 14,821 | $1.4M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | Add +8.9% | 14,728 | $1.3M |
| Larry Mathis Financial Planning, LLC | 1.03% | Reduce -76.5% | 14,711 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +47.9% | 14,633 | $1.3M |
| SteelPeak Wealth, LLC | 0.04% | Add +63.5% | 14,557 | $1.3M |
| GatePass Capital, LLC | 0.52% | Reduce -21.7% | 14,450 | $1.3M |
| Falcon Wealth Planning | 0.08% | Reduce -2.6% | 14,440 | $1.3M |
| Eastern Bank | 0.02% | Reduce -14.2% | 14,429 | $1.3M |
| Pinkerton Wealth, LLC | 0.11% | Reduce -44.5% | 14,418 | $1.3M |
| Legacy Wealth Partners, LLC | 0.30% | Add +283.1% | 14,406 | $1.3M |
| SMART Wealth LLC | 0.28% | Reduce -1.8% | 14,130 | $1.3M |
| Private Wealth Group, LLC | 0.49% | Reduce -14.3% | 13,987 | $1.3M |
| Wellington-Altus USA Inc. | 0.89% | Add +10.3% | 13,548 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.27% | Reduce -12.4% | 13,537 | $1.2M |
| Jupiter Topco LLC | 0.00% | — | 13,483 | $1.2M |
| Eddie Patel Inc | 0.73% | Add +1.8% | 13,417 | $1.2M |
| Entruity Wealth, LLC | 0.79% | Reduce -21.6% | 13,310 | $1.2M |
| One Wealth Capital Management, LLC | 0.35% | Add +98.0% | 13,244 | $1.2M |
| SVB Wealth LLC | 0.08% | Reduce -19.4% | 13,240 | $1.2M |
| Fourth Dimension Wealth, LLC | 0.38% | Add +5.5% | 13,228 | $1.2M |
| Focused Wealth Management, Inc | 0.11% | Reduce -5.1% | 13,136 | $1.2M |
| Empowered Funds, LLC | 0.01% | Reduce -73.5% | 13,171 | $1.2M |
| Seed Wealth Management, Inc. | 0.75% | Reduce -4.3% | 12,975 | $1.2M |
| Integrity Advisory Solutions, LLC | 0.12% | Reduce -0.1% | 12,971 | $1.2M |
| Collier Financial | 0.81% | Reduce -7.0% | 12,955 | $1.2M |
| Verum Partners LLC | 0.18% | Add +20.9% | 12,939 | $1.2M |
| Bridgewealth Advisory Group, LLC | 0.22% | Reduce -5.9% | 12,804 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -14.3% | 12,799 | $1.2M |
| Hutchens & Kramer Investment Management Group, LLC | 0.31% | New | 12,787 | $1.2M |
| Souders Financial Advisors | 0.12% | Add +31.0% | 12,762 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +12.9% | 12,700 | $1.2M |
| Briaud Financial Planning Inc | 0.30% | Add +41.4% | 12,441 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -11.3% | 12,310 | $1.1M |
| Steel Grove Capital Advisors, LLC | 0.10% | Reduce -31.4% | 12,122 | $1.1M |
| Brown Financial Advisors | 0.39% | Reduce -19.9% | 12,100 | $1.1M |
| Significant Wealth Partners LLC | 1.20% | Add +19.3% | 12,069 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -56.5% | 12,061 | $1.1M |
| Tortuga Wealth Management, Inc | 0.84% | New | 12,057 | $1.1M |
| Convergence Financial, LLC | 0.09% | Reduce -98.2% | 12,048 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.30% | Reduce -24.2% | 12,045 | $1.1M |
| Retirement Capital Strategies | 0.38% | Reduce -0.6% | 11,949 | $1.1M |
| Venturi Wealth Management, LLC | 0.04% | Reduce -63.9% | 11,897 | $1.1M |
| Welch Group, LLC | 0.04% | No change | 11,877 | $1.1M |
| Richmond Investment Services, LLC | 0.34% | Reduce -49.3% | 11,874 | $1.1M |
| Fortress Private Ledger, LLC | 0.30% | Reduce -27.5% | 11,787 | $1.1M |
| Buck Wealth Strategies, LLC | 0.11% | New | 11,716 | $1.1M |
| Fulcrum Equity Management | 0.87% | Add +38.4% | 11,699 | $1.1M |
| Pointe Capital Management LLC | 0.48% | Add +10.1% | 11,662 | $1.1M |
| New Harbor Financial Group, LLC | 0.17% | Add +9.7% | 11,640 | $1.1M |
| Karpus Management, Inc. | 0.03% | Add +3.1% | 11,590 | $1.1M |
| First Citizens Financial Corp | 0.44% | Reduce -26.5% | 11,572 | $1.1M |
| McElhenny Sheffield Capital Management, LLC | 0.26% | Reduce -0.1% | 11,561 | $1.1M |
| XY Planning Network, Inc. | 0.13% | Add +47.6% | 11,478 | $1.1M |
| Sunpointe, LLC | 0.30% | Add +6.7% | 11,423 | $1.0M |
| Richard W. Paul & Associates, LLC | 0.32% | Reduce -4.3% | 11,334 | $1.0M |
| Intrua Financial, LLC | 0.10% | Add +5.2% | 11,331 | $1.0M |
| Rockport Wealth LLC | 0.17% | Reduce -9.8% | 11,260 | $1.0M |
| McGowan Group Asset Management, Inc. | 0.13% | No change | 11,247 | $1.0M |
| First National Bank & Trust Co. of Newtown | 0.21% | New | 11,115 | $1.0M |
| Paulson Wealth Management Inc. | 0.22% | Reduce -13.1% | 11,104 | $1.0M |
| Werba Rubin Papier Wealth Management | 0.12% | Reduce -2.0% | 11,023 | $1.0M |
| Premier Private Wealth Management LLC | 0.88% | Reduce -35.8% | 10,943 | $1.0M |
| Sharp Wealth Advisory, LLC | 0.46% | Add +9.0% | 10,938 | $1.0M |
| Tsfg, LLC | 0.13% | Reduce -1.2% | 10,937 | $1.0M |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -5.4% | 10,915 | $1.0M |
| UNIVEST FINANCIAL Corp | 0.05% | Reduce -33.4% | 10,912 | $1000K |
| J. M. Brown & Associates Inc. | 0.57% | — | 10,910 | $1000K |
| Royal Fund Management, LLC | 0.08% | Add +7.5% | 10,880 | $997K |
| Leavell Investment Management, Inc. | 0.04% | Add +10.2% | 10,845 | $994K |
| Faithward Advisors, LLC | 0.12% | Reduce -4.8% | 10,829 | $992K |
| Howard Financial Services, LTD. | 0.10% | Reduce -1.5% | 10,702 | $981K |
| Occidental Asset Management, LLC | 0.10% | Reduce -21.7% | 10,673 | $978K |
| Black Swift Group, LLC | 0.14% | Reduce -48.6% | 10,625 | $974K |
| Guardian Partners Inc. | 0.09% | Reduce -6.8% | 10,614 | $973K |
| Addison Capital Co | 0.16% | Reduce -4.5% | 10,530 | $965K |
| Greenleaf Trust | 0.01% | New | 10,490 | $961K |
| Monument Capital Management | 0.19% | New | 10,407 | $954K |
| Allianz Asset Management GmbH | 0.00% | New | 10,370 | $950K |
| Unique Wealth, LLC | 0.11% | Reduce -24.3% | 10,366 | $950K |
| Itau Unibanco Holding S.A. | 0.02% | Reduce -8.9% | 10,357 | $949K |
| Beacon Bank & Trust | 0.18% | Add +40.2% | 10,307 | $945K |
| Arlington Trust Co LLC | 0.08% | Reduce -32.4% | 10,294 | $943K |
| OneAscent Financial Services LLC | 0.04% | Reduce -18.5% | 10,232 | $938K |
| TFR Capital, LLC. | 0.26% | Reduce -0.2% | 10,209 | $936K |
| Blue Trust, Inc. | 0.01% | Reduce -32.1% | 10,206 | $935K |
| Cornerstone Advisors Asset Management, LLC | 0.12% | Reduce -20.8% | 10,197 | $934K |
| Wealth Architects, LLC | 0.07% | Add +0.9% | 10,003 | $917K |
| Claro Advisors Inc. | 0.10% | Reduce -10.1% | 9,903 | $908K |
| Capital Planning LLC | 0.26% | No change | 9,861 | $904K |
| Choate Investment Advisors | 0.02% | Add +2.7% | 9,801 | $898K |
| Nuveen, LLC | 0.00% | New | 9,756 | $894K |
| Sound Income Strategies, LLC | 0.04% | Reduce -25.5% | 9,750 | $894K |
| Vise Technologies, Inc. | 0.01% | Add +157.8% | 9,701 | $889K |
| PVG Asset Management Corp. | 0.51% | Reduce -15.8% | 9,671 | $886K |
| Insigneo Advisory Services, LLC | 0.03% | New | 9,653 | $885K |
| Mitchell Sinkler & Starr | 0.36% | Add +2.6% | 9,408 | $862K |
| Regimen Wealth, LLC | 0.23% | Reduce -44.6% | 9,404 | $862K |
| Creative Financial Designs Inc. | 0.04% | Reduce -8.3% | 9,387 | $860K |
| Invariant Investment Management | 0.50% | Add +12.2% | 9,375 | $857K |
| Advisor Resource Council | 0.28% | Reduce -16.1% | 9,247 | $845K |
| Presper Financial Architects, LLC | 0.43% | Add +3.0% | 9,041 | $829K |
| Stratos Investment Management, LLC | 0.03% | No change | 8,995 | $824K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -4.6% | 8,915 | $817K |
| Blair William & Co. | 0.00% | Add +0.5% | 8,799 | $806K |
| Sage Mountain Advisors LLC | 0.05% | Add +30.3% | 8,764 | $803K |
| Collaborative Fund Advisors, LLC | 0.46% | Reduce -43.8% | 8,658 | $793K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -27.0% | 8,661 | $792K |
| Mairs & Power Inc. | 0.01% | Add +23.5% | 8,627 | $791K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.11% | Reduce -0.2% | 8,475 | $777K |
| Crewe Advisors LLC | 0.06% | New | 8,467 | $776K |
| Norway Savings Bank | 0.33% | New | 8,463 | $776K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Add +9.3% | 8,415 | $771K |
| MFG Wealth Management, Inc. | 0.55% | Add +54.2% | 8,392 | $769K |
| Creekside Partners | 0.28% | Add +1.2% | 8,314 | $762K |
| Ascent Group, LLC | 0.02% | Reduce -36.0% | 8,309 | $761K |
| Capital Square, LLC | 0.33% | Add +57.2% | 8,309 | $760K |
| AlphaStar Capital Management, LLC | 0.05% | New | 8,292 | $760K |
| NFSG Corp | 0.09% | Add +16.5% | 8,147 | $747K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.3% | 8,142 | $746K |
| McAdam, LLC | 0.03% | Add +30.2% | 8,124 | $744K |
| Hobart Private Capital, LLC | 0.13% | Add +4.5% | 8,107 | $743K |
| Courier Capital LLC | 0.04% | New | 8,091 | $741K |
| Total Investment Management Inc. | 0.08% | Reduce -34.8% | 8,051 | $738K |
| Alps Advisors Inc. | 0.00% | Reduce -51.3% | 8,020 | $735K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.8% | 7,961 | $729K |
| Lincoln Capital Corp. | 0.24% | Add +17.8% | 7,933 | $727K |
| Destination Wealth Management | 0.02% | Reduce -6.2% | 7,914 | $725K |
| Ehrlich Financial Group | 0.37% | Reduce -2.6% | 7,908 | $725K |
| Momentum Wealth Planning, LLC | 0.55% | Reduce -77.0% | 7,889 | $723K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +181.3% | 7,875 | $722K |
| Portfolio Design Labs, LLC | 0.12% | Add +0.5% | 7,860 | $720K |
| West Michigan Advisors, LLC | 0.14% | Reduce -21.9% | 7,839 | $718K |
| GFS Advisors, LLC | 0.08% | Reduce -54.4% | 2,150 | $714K |
| Advisory Advocates, LLC | 0.61% | Reduce -14.8% | 7,774 | $712K |
| Resolute Capital, LLC | 0.24% | Reduce -16.0% | 7,749 | $710K |
| Phil A. Younker & Associates, Ltd. | 0.47% | Add +0.0% | 7,674 | $703K |
| Earned Wealth Advisors, LLC | 0.05% | Add +0.9% | 7,667 | $703K |
| Lesa Sroufe & Co | 0.50% | New | 7,608 | $697K |
| Staley Capital Advisers Inc. | 0.03% | Add +33.3% | 7,600 | $696K |
| RiverTree Advisors, LLC | 0.41% | Reduce -22.8% | 7,575 | $694K |
| Retireful, LLC | 0.64% | Reduce -46.3% | 7,556 | $692K |
| Fiduciary Financial Advisors | 0.07% | New | 7,531 | $690K |
| Meitav Investment House Ltd. | 0.00% | Reduce -16.7% | 7,372 | $676K |
| FSA Investment Group, LLC | 0.22% | New | 7,366 | $675K |
| Kera Capital Partners, Inc. | 0.07% | Add +210.0% | 7,365 | $675K |
| Barnes Pettey Financial Advisors, LLC | 0.21% | Reduce -18.2% | 7,354 | $674K |
| Sierra Legacy Group | 0.52% | Reduce -72.2% | 7,305 | $669K |
| McCarter Private Wealth Services LLC | 0.23% | New | 7,276 | $667K |
| Strategic Investment Solutions, Inc. | 0.15% | Add +7.1% | 7,263 | $666K |
| Evergreen Capital Management LLC | 0.01% | Add +83.9% | 7,220 | $662K |
| Waterloo Capital, L.P. | 0.04% | Reduce -93.8% | 7,210 | $661K |
| Burke & Herbert Bank & Trust Co. | 0.16% | Add +36.6% | 7,200 | $660K |
| Miller Investment Management, LP | 0.06% | No change | 7,179 | $658K |
| Jennison Associates LLC | 0.00% | New | 7,156 | $656K |
| Summa Corp. | 0.20% | Add +0.1% | 7,100 | $651K |
| Valmark Advisers, Inc. | 0.01% | Add +0.7% | 7,075 | $648K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +17.2% | 7,026 | $644K |
| Wealthcare Capital Management LLC | 0.06% | Add +1.6% | 6,989 | $640K |
| Eagle Strategies LLC | 0.06% | Reduce -16.0% | 6,979 | $640K |
| Realta Investment Advisors | 0.20% | Reduce -10.2% | 6,967 | $638K |
| Tide Cove Capital Partners LLC | 0.41% | Add +2.8% | 6,973 | $637K |
| Legacy Capital Wealth Partners, LLC | 0.12% | New | 6,923 | $634K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -18.7% | 6,923 | $634K |
| Barnes Wealth Management Group, Inc | 0.29% | Reduce -41.7% | 6,913 | $634K |
| Providence First Trust Co | 0.18% | Reduce -6.2% | 6,865 | $629K |
| Florida Financial Advisors, LLC | 0.11% | Reduce -24.1% | 6,784 | $622K |
| Navigation Wealth Management, Inc. | 0.85% | Add +2.4% | 6,747 | $618K |
| Columbia Advisory Partners LLC | 0.34% | No change | 6,740 | $618K |
| Summit Financial Strategies, Inc. | 0.04% | Add +67.5% | 6,724 | $616K |
| Holos Integrated Wealth LLC | 0.29% | Reduce -33.0% | 6,707 | $613K |
| Arkfeld Wealth Strategies, L.L.C. | 0.18% | Add +0.3% | 6,676 | $610K |
| Lee Johnson Capital Management, LLC | 0.19% | Reduce -4.0% | 6,599 | $605K |
| Harbor Capital Advisors, Inc. | 0.04% | New | 6,544 | $600K |
| Client First Investment Management LLC | 0.25% | Reduce -0.0% | 6,533 | $599K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Add +4.5% | 6,381 | $585K |
| Eagle Global Advisors LLC | 0.02% | Reduce -44.0% | 6,350 | $582K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 6,346 | $582K |
| Van Diest Capital, LLC | 0.52% | Add +56.6% | 6,343 | $581K |
| MMBG Investment Advisors Co. | 0.05% | No change | 6,343 | $581K |
| Oxford Wealth Group, LLC | 0.26% | Reduce -13.9% | 6,295 | $577K |
| Traphagen Investment Advisors LLC | 0.04% | Add +0.3% | 6,273 | $575K |
| Win Advisors, Inc. | 0.20% | Reduce -88.6% | 6,261 | $574K |
| Generation Capital Management LLC | 0.35% | Reduce -1.6% | 6,247 | $572K |
| CPC Advisors, LLC | 0.08% | Reduce -88.4% | 6,219 | $570K |
| Continental Investors Services, Inc. | 0.45% | Add +55.3% | 6,223 | $569K |
| Versant Capital Management, Inc | 0.05% | Add +496.9% | 6,184 | $567K |
| Laurel Oak Wealth Management, LLC | 0.08% | Add +179.4% | 6,180 | $566K |
| Joel Isaacson & Co., LLC | 0.02% | Add +1.5% | 6,149 | $564K |
| Balboa Wealth Partners | 0.08% | Reduce -27.8% | 6,147 | $563K |
| Colonial River Investments, LLC | 0.16% | Reduce -59.5% | 6,122 | $561K |
| Beacon Financial Advisory LLC | 0.11% | Add +141.7% | 6,062 | $556K |
| Alhambra Investment Management LLC | 0.24% | Reduce -34.9% | 6,044 | $554K |
| Oxinas Partners, LLC | 0.22% | Add +7.9% | 6,041 | $554K |
| M&T Bank Corp | 0.00% | Add +22.9% | 6,019 | $552K |
| Endowment Wealth Management, Inc. | 0.21% | Add +1.9% | 6,013 | $551K |
| Bogart Wealth, LLC | 0.02% | Add +13.8% | 5,999 | $550K |
| Saiph Capital, LLC | 0.16% | Add +93.0% | 5,963 | $546K |
| Argent Trust Co | 0.02% | Add +58.7% | 5,959 | $546K |
| Winthrop Advisory Group LLC | 0.04% | New | 5,928 | $543K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.04% | Reduce -5.3% | 5,879 | $539K |
| Milestone Asset Management, LLC | 0.08% | Reduce -21.6% | 5,871 | $538K |
| Mission Wealth Management, LP | 0.01% | Reduce -7.8% | 5,853 | $536K |
| Roman Butler Fullerton & Co. | 0.13% | Reduce -37.0% | 5,861 | $536K |
| FMR LLC | 0.00% | Add +62.9% | 5,850 | $536K |
| Sax Wealth Advisors, LLC | 0.02% | Add +29.2% | 5,825 | $534K |
| Sloy Dahl & Holst, LLC | 0.07% | No change | 5,775 | $529K |
| Hummer Financial Advisory Services Inc | 0.34% | No change | 5,700 | $522K |
| Wellington Shields Capital Management, LLC | 0.07% | Reduce -39.6% | 5,684 | $521K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.9% | 5,619 | $515K |
| Nicolet Bankshares Inc. | 0.02% | New | 5,631 | $515K |
| Elm Partners Management LLC | 0.02% | Add +18.7% | 5,588 | $512K |
| HB Wealth Management, LLC | 0.00% | Reduce -58.6% | 5,586 | $512K |
| Five Pine Wealth Management | 0.29% | Reduce -37.6% | 5,571 | $511K |
| Councilor Wealth, LLC | 0.21% | Reduce -11.3% | 5,564 | $510K |
| Andina Capital Management, LLC | 0.83% | Reduce -50.3% | 5,540 | $508K |
| Americana Partners, LLC | 0.01% | New | 5,502 | $504K |
| Rossby Financial, LCC | 0.09% | Reduce -7.9% | 5,488 | $503K |
| Schusterman Interests, LLC | 0.13% | No change | 5,460 | $500K |
| Banque Transatlantique SA | 0.01% | No change | 5,443 | $499K |
| Waystone Advisors LLC | 0.37% | Add +10.3% | 5,442 | $499K |
| PFW Advisors LLC | 0.15% | Reduce -47.8% | 5,434 | $498K |
| Cerity Partners Retirement Plan Advisors LLC | 0.21% | New | 5,425 | $497K |
| Kestra Investment Management, LLC | 0.01% | Reduce -12.9% | 5,412 | $496K |
| Fund Advisors of America Inc | 0.45% | Reduce -1.1% | 5,363 | $491K |
| Flagstar Securities, Inc. | 0.15% | New | 5,349 | $490K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -86.8% | 5,331 | $489K |
| Miramontes Capital, LLC | 0.15% | Reduce -3.3% | 5,293 | $485K |
| Sound Financial Strategies Group, LLC | 0.31% | Reduce -57.4% | 5,279 | $484K |
| BCS Private Wealth Management, Inc. | 0.15% | No change | 5,250 | $481K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +33.6% | 5,213 | $478K |
| Phillips Wealth Planners LLC | 0.35% | Reduce -4.0% | 5,188 | $474K |
| MPWM Advisory Solutions, LLC | 0.22% | Add +8.4% | 5,165 | $473K |
| BDFS Capital LLC | 0.21% | New | 5,160 | $473K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.38% | Reduce -32.4% | 5,159 | $473K |
| PYA Waltman Capital, LLC | 0.11% | Reduce -8.8% | 5,079 | $465K |
| Stiles Financial Services Inc | 0.12% | Reduce -19.4% | 5,072 | $465K |
| Tactive Advisors, LLC | 0.11% | Reduce -65.3% | 5,069 | $465K |
| Stegent Equity Advisors, Inc. | 0.33% | New | 4,983 | $457K |
| Peak Asset Management, LLC | 0.07% | Reduce -5.7% | 4,981 | $456K |
| PKS Advisory Services, LLC | 0.07% | New | 4,966 | $455K |
| United Asset Strategies, Inc. | 0.03% | Add +0.6% | 4,900 | $449K |
| First Financial Bankshares Inc | 0.01% | Reduce -88.8% | 4,897 | $449K |
| Essex Financial Services, Inc. | 0.02% | Reduce -56.1% | 4,860 | $445K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +7.7% | 4,793 | $439K |
| Conscious Wealth Investments, LLC | 0.22% | New | 4,754 | $435K |
| Kings Path Partners LLC | 0.12% | Reduce -9.6% | 4,718 | $432K |
| Rothschild Investment LLC | 0.02% | Add +1.5% | 4,620 | $423K |
| WealthBridge Capital Management, LLC | 0.08% | Add +60.6% | 4,609 | $422K |
| SFG Wealth Management, LLC. | 0.15% | Add +0.8% | 4,607 | $422K |
| Loudon Investment Management, LLC | 0.21% | Reduce -5.9% | 4,596 | $421K |
| Enclave Advisors LLC | 0.05% | New | 4,581 | $420K |
| Noble Wealth Partners LLC | 0.36% | — | 4,577 | $419K |
| TCP Asset Management, LLC | 0.05% | No change | 4,571 | $419K |
| Attessa Capital LLC | 0.19% | Reduce -4.9% | 4,542 | $416K |
| Octavia Wealth Advisors, LLC | 0.04% | No change | 4,534 | $415K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.10% | New | 1,631 | $415K |
| Silverleafe Capital Partners, LLC | 0.11% | No change | 4,519 | $414K |
| Matauro, LLC | 0.05% | Add +61.1% | 4,514 | $414K |
| Paladin Wealth, LLC | 0.24% | Reduce -19.3% | 4,489 | $411K |
| Fisher Asset Management | 0.00% | Reduce -64.3% | 4,474 | $410K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -18.5% | 4,467 | $409K |
| Rebalance, LLC | 0.02% | No change | 4,426 | $406K |
| Larson Financial Group LLC | 0.01% | Add +21.7% | 4,416 | $405K |
| Fire Capital Management LLC | 0.16% | New | 4,400 | $403K |
| Invst, LLC | 0.04% | No change | 4,375 | $401K |
| Princeton Capital Management LLC | 0.09% | No change | 4,370 | $400K |
| Fielder Capital Group LLC | 0.09% | Reduce -1.1% | 4,335 | $397K |
| GAMMA Investing LLC | 0.01% | Add +78.6% | 4,332 | $397K |
| Hamilton Capital, LLC | 0.02% | Add +2.9% | 4,330 | $397K |
| Tower Wealth Partners, Inc. | 0.20% | Add +27.4% | 4,323 | $396K |
| SpringVest Wealth Management LLC | 0.25% | Add +17.9% | 4,310 | $395K |
| Nvwm, LLC | 0.08% | Reduce -8.2% | 4,280 | $392K |
| IFC & Insurance Marketing, Inc. | 0.34% | Add +0.9% | 4,256 | $390K |
| Nemes Rush Group LLC | 0.03% | Reduce -38.5% | 4,230 | $388K |
| Colter Lewis Investment Partners LLC | 0.17% | Reduce -16.5% | 4,221 | $387K |
| Intellus Advisors LLC | 0.05% | Reduce -54.4% | 4,221 | $387K |
| Advisory Solutions Group, LLC | 0.13% | — | 4,213 | $386K |
| Farrow Financial, Inc. | 0.21% | Add +4.3% | 4,196 | $385K |
| Stokes Family Office, LLC | 0.04% | Reduce -51.2% | 4,195 | $384K |
| Salvus Wealth Management, LLC | 0.22% | Add +26.4% | 4,193 | $384K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.11% | Reduce -16.9% | 4,175 | $383K |
| Wealth Alliance, LLC | 0.03% | Add +51.2% | 4,170 | $382K |
| Donaldson Capital Management, LLC | 0.01% | Add +0.1% | 4,154 | $381K |
| Town Capital LLC | 0.24% | Add +40.9% | 4,136 | $379K |
| Lazari Capital Management, Inc. | 0.12% | Add +0.4% | 4,114 | $377K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 4,104 | $376K |
| DSG Capital Advisors, LLC | 0.05% | Reduce -14.2% | 4,105 | $376K |
| City Center Advisors, LLC | 0.30% | Reduce -22.5% | 4,078 | $374K |
| Madrid Financial Services | 0.20% | New | 4,054 | $372K |
| Pennington Partners & Co., LLC | 0.12% | Reduce -29.4% | 4,025 | $369K |
| St Germain D J Co. Inc. | 0.01% | Reduce -0.0% | 4,007 | $367K |
| KFG Wealth Management, LLC | 0.04% | New | 4,004 | $367K |
| GEM Asset Management, LLC | 0.14% | No change | 4,000 | $367K |
| Texas Bank & Trust Co | 0.12% | No change | 4,000 | $367K |
| Worth Financial Advisory Group, LLC | 0.15% | New | 3,996 | $366K |
| Cane Capital Partners, LLC | 0.15% | Reduce -1.0% | 3,995 | $366K |
| Fonville Wealth Management LLC | 0.06% | New | 3,964 | $363K |
| A4 Wealth Advisors LLC | 0.24% | Reduce -30.9% | 3,953 | $362K |
| Catherine Avery Investment Management LLC | 0.16% | New | 3,944 | $361K |
| Redwood Park Advisors LLC | 0.26% | Reduce -20.1% | 3,926 | $360K |
| Sentinel Pension Advisors, LLC | 0.05% | Reduce -56.5% | 3,898 | $357K |
| Investment Advisory Services Inc. /TX | 0.10% | New | 3,857 | $353K |
| Saxon Interests, Inc. | 0.10% | Reduce -0.9% | 3,837 | $352K |
| Uptick Partners, LLC | 0.05% | No change | 3,826 | $351K |
| Capital Advisors Inc. | 0.01% | New | 3,825 | $351K |
| Transcendent Capital Group LLC | 0.14% | Reduce -13.6% | 3,805 | $349K |
| Bravias Capital Group, LLC | 0.21% | Add +0.3% | 3,789 | $347K |
| Moors & Cabot, Inc. | 0.01% | Add +5.6% | 3,773 | $346K |
| Platform Technology Partners | 0.06% | Reduce -42.9% | 3,745 | $343K |
| Innova Wealth Partners | 0.14% | Reduce -83.5% | 3,744 | $343K |
| Q3 Asset Management | 0.06% | Reduce -21.0% | 3,739 | $342K |
| Fiduciary Trust Co | 0.00% | Reduce -1.3% | 3,707 | $340K |
| CENTRAL TRUST Co | 0.01% | Reduce -1.1% | 3,688 | $338K |
| Eldridge Investment Advisors, Inc. | 0.07% | Reduce -0.5% | 3,693 | $337K |
| Covestor Ltd | 0.19% | Reduce -80.2% | 3,667 | $336K |
| Valtinson Bruner Financial Planning LLC | 0.08% | New | 3,637 | $333K |
| Evolution Wealth Advisors, LLC | 0.04% | Reduce -7.7% | 3,625 | $332K |
| Paragon Private Wealth Management, LLC | 0.09% | Add +2.6% | 3,595 | $329K |
| Medallion Wealth Advisors, LLC | 0.10% | Reduce -8.0% | 3,577 | $325K |
| SPG Advisors LLC | 5.83% | Reduce -13.0% | 3,531 | $324K |
| Westfuller Advisors, LLC | 0.12% | Reduce -38.2% | 3,523 | $323K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -10.9% | 3,500 | $321K |
| Intellectus Partners, LLC | 0.06% | Reduce -70.8% | 3,501 | $321K |
| Private Capital Management, LLC | 0.03% | Reduce -6.0% | 3,500 | $321K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 3,500 | $321K |
| Rede Wealth, LLC | 0.11% | Reduce -0.3% | 3,488 | $320K |
| Visionary Wealth Advisors | 0.01% | Reduce -11.1% | 3,452 | $316K |
| Indivisible Partners | 0.02% | Reduce -47.1% | 3,444 | $316K |
| Acorn Wealth Advisors, LLC | 0.08% | Add +32.6% | 3,444 | $316K |
| Tableaux LLC | 0.13% | New | 3,429 | $314K |
| Cypress Point Wealth Management, LLC | 0.06% | Add +0.9% | 3,385 | $310K |
| Fortis Capital Management LLC | 0.03% | Reduce -54.4% | 3,373 | $309K |
| Cidel Asset Management Inc. | 0.01% | No change | 3,360 | $308K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.2% | 3,328 | $305K |
| International Private Wealth Advisors LLC | 0.16% | Reduce -34.9% | 3,326 | $305K |
| Kinloch Capital, LLC | 0.11% | No change | 3,274 | $300K |
| TRUE Private Wealth Advisors | 0.03% | Add +3.8% | 3,247 | $298K |
| Freedom Investment Management, Inc. | 0.08% | New | 3,243 | $297K |
| Axis Wealth Partners, LLC | 0.14% | Add +3.1% | 3,241 | $297K |
| Formidable Asset Management, LLC | 0.05% | No change | 3,223 | $295K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -92.0% | 3,223 | $295K |
| Forty-three Eighteen Advisors, LLC | 0.20% | No change | 3,202 | $293K |
| EdgeRock Capital LLC | 0.07% | Reduce -3.7% | 3,191 | $292K |
| R2 Capital Strategies, LLC | 0.13% | — | 3,162 | $290K |
| Access Financial Services, Inc. | 0.09% | Add +1.2% | 3,153 | $289K |
| Old National Bancorp | 0.01% | Add +44.0% | 3,150 | $289K |
| Meadowbrook Advisors Group, LLC | 0.15% | No change | 3,117 | $286K |
| Syntegra Private Wealth Group, LLC | 0.02% | Reduce -30.0% | 3,104 | $284K |
| Triumph Capital Management | 0.05% | Reduce -9.6% | 3,093 | $283K |
| Heritage Wealth Management, Inc. | 0.07% | Reduce -39.9% | 3,087 | $283K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -12.7% | 3,071 | $281K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | Reduce -26.5% | 3,062 | $281K |
| Decker Retirement Planning Inc. | 0.09% | No change | 3,020 | $277K |
| Capital Advisors Wealth Management, LLC | 0.03% | No change | 3,001 | $275K |
| Brentview Investment Management LLC | 0.11% | No change | 3,000 | $275K |
| Weaver Consulting Group | 0.06% | Reduce -28.3% | 2,997 | $275K |
| Exit Wealth Advisors, LLC. | 0.13% | Reduce -78.5% | 2,993 | $274K |
| Lodestone Wealth Management LLC | 0.10% | Add +0.8% | 2,973 | $272K |
| Portland Financial Advisors Inc | 0.49% | Reduce -0.9% | 2,950 | $270K |
| Rialto Wealth Management, LLC | 0.05% | Reduce -17.7% | 2,932 | $269K |
| Northland Securities, Inc. | 0.16% | Add +11.6% | 2,928 | $268K |
| SimpliFi, Inc. | 0.11% | Add +0.9% | 2,916 | $267K |
| Strategy Asset Managers LLC | 0.04% | Add +25.6% | 2,916 | $267K |
| Gateway Investment Advisers LLC | 0.00% | New | 2,877 | $264K |
| Thrive Wealth Management, LLC | 0.03% | New | 2,866 | $263K |
| Fig Financial Advisory Services Inc. | 0.15% | Reduce -75.0% | 2,848 | $261K |
| Godsey & Gibb, Inc. | 0.02% | Add +2088.5% | 2,845 | $261K |
| OneAscent Wealth Management LLC | 0.08% | Reduce -6.5% | 2,810 | $258K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -75.7% | 2,802 | $257K |
| Mather Group, Llc. | 0.00% | Add +926.4% | 2,802 | $257K |
| Elevate Capital Advisors, LLC | 0.14% | Reduce -94.7% | 2,802 | $257K |
| Ceera Investments, LLC | 0.11% | Reduce -58.6% | 2,785 | $255K |
| Boothbay Fund Management, LLC | 0.01% | New | 2,780 | $255K |
| Aspen Grove Capital, LLC | 0.04% | Reduce -2.9% | 2,763 | $253K |
| Smith Salley Wealth Management | 0.01% | Reduce -16.5% | 2,763 | $253K |
| Topor & Co. Korea | 0.20% | Add +8.6% | 2,758 | $253K |
| Blume Capital Management, Inc. | 0.04% | Add +71.5% | 2,752 | $252K |
| Verity Asset Management, Inc. | 0.10% | Add +8.2% | 2,746 | $252K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 2,731 | $250K |
| HCR Wealth Advisors | 0.02% | Reduce -20.6% | 2,700 | $248K |
| Arq Wealth Advisors, LLC | 0.03% | Reduce -95.7% | 2,700 | $247K |
| Secure Asset Management, LLC | 0.03% | Reduce -2.8% | 2,692 | $247K |
| Novem Group | 0.03% | Reduce -3.8% | 2,686 | $246K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -21.6% | 2,686 | $246K |
| Rf&l Wealth Management, LLC | 0.17% | Reduce -17.9% | 2,665 | $244K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,665 | $244K |
| Keeler Thomas Management LLC | 0.09% | New | 2,637 | $242K |
| Naples Global Advisors, LLC | 0.01% | Reduce -3.8% | 2,635 | $241K |
| JGP Wealth Management, LLC | 0.02% | Reduce -90.0% | 2,635 | $241K |
| Kelly Financial Group LLC | 0.05% | No change | 2,623 | $240K |
| ARS Wealth Advisors Group, LLC | 0.02% | Reduce -43.4% | 2,623 | $240K |
| MRA Advisory Group | 0.09% | Add +10.1% | 2,597 | $238K |
| Chicago Capital, LLC | 0.01% | No change | 2,577 | $236K |
| Brookwood Investment Group LLC | 0.03% | Reduce -93.5% | 2,575 | $236K |
| Affiance Financial, LLC | 0.03% | New | 2,567 | $235K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -39.7% | 2,562 | $235K |
| True Freedom Investing, LLC | 0.02% | No change | 2,541 | $233K |
| Magnolia Private Wealth, LLC | 0.13% | Reduce -53.5% | 2,531 | $232K |
| Thompson Siegel & Walmsley LLC | 0.00% | Reduce -32.9% | 2,457 | $225K |
| Soundwatch Capital LLC | 0.02% | Reduce -0.6% | 2,450 | $225K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 2,409 | $221K |
| KilterHowling LLC | 0.10% | Reduce -14.9% | 2,407 | $221K |
| Argos Wealth Advisors, LLC | 0.06% | Reduce -15.6% | 2,394 | $219K |
| Total Clarity Wealth Management, Inc. | 0.04% | Reduce -3.3% | 2,387 | $219K |
| Colonial Trust Co / SC | 0.03% | Reduce -8.3% | 2,384 | $219K |
| Phraction Management LLC | 0.06% | Reduce -82.4% | 2,383 | $218K |
| Strive Financial Group ,LLC | 0.09% | Add +472.1% | 2,380 | $218K |
| Main Management LLC | 0.01% | No change | 2,379 | $218K |
| Cypress Wealth Services, LLC | 0.03% | New | 2,369 | $217K |
| Accretive Wealth Partners, LLC | 0.05% | No change | 2,364 | $217K |
| Marble Wealth, LLC | 0.03% | Add +0.9% | 2,351 | $215K |
| Clean Yield Group | 0.05% | New | 2,340 | $214K |
| Manchester Financial Inc. | 0.04% | New | 2,339 | $214K |
| Second Line Capital, LLC | 0.04% | Reduce -15.1% | 2,324 | $213K |
| Redwood Investment Management, LLC | 0.02% | Reduce -51.9% | 2,321 | $213K |
| Lake Street Private Wealth, LLC | 0.02% | Add +0.8% | 2,306 | $211K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,298 | $211K |
| L & S Advisors Inc | 0.02% | Reduce -0.3% | 2,273 | $208K |
| LFG Wealth Partners, LLC | 0.10% | New | 2,270 | $208K |
| Vectors Research Management, LLC | 0.05% | New | 2,266 | $208K |
| Columbia Asset Management | 0.04% | No change | 2,250 | $206K |
| Mars Jewett Financial Group, Inc. | 0.04% | Add +0.2% | 2,240 | $205K |
| Maimon Wealth Management LTD. | 0.16% | No change | 2,239 | $205K |
| Penobscot Investment Management Company, Inc. | 0.01% | No change | 2,230 | $204K |
| Argyle Capital Partners, LLC | 0.13% | Reduce -9.4% | 2,218 | $203K |
| Wayfinding Financial, LLC | 0.08% | Add +0.5% | 2,219 | $203K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Add +19.1% | 2,205 | $202K |
| Fayez Sarofim & Co | 0.00% | No change | 2,200 | $202K |
| Cottage Street Advisors LLC | 0.08% | New | 2,192 | $201K |
| Austin Asset Management Co Inc | 0.03% | New | 2,188 | $201K |
| Clark Asset Management, LLC | 0.02% | New | 2,188 | $201K |
| Matrix Private Capital Group LLC | 0.09% | Add +0.3% | 2,162 | $198K |
| Essential Partners LLC | 0.09% | No change | 2,088 | $191K |
| Capital Advisor Network LLC | 0.23% | Reduce -60.0% | 1,981 | $182K |
| NBT Bank, N.A. | 0.01% | No change | 1,970 | $181K |
| CX Institutional | 0.01% | Add +0.1% | 1,926 | $176K |
| Whittier Trust Co. | 0.00% | New | 1,819 | $166K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -2.3% | 1,628 | $149K |
| Signature Equity Partners, LLC | 0.07% | Reduce -37.3% | 1,619 | $148K |
| Colonial Trust Advisors | 0.01% | Add +47.6% | 1,594 | $146K |
| SHP Wealth Management | 0.01% | Reduce -1.2% | 1,585 | $145K |
| Copia Wealth Management | 0.08% | Add +128.3% | 1,523 | $140K |
| SkyView Investment Advisors, LLC | 0.11% | New | 1,500 | $137K |
| Sankala Group LLC | 0.09% | Reduce -0.7% | 1,480 | $136K |
| Darwin Wealth Management, LLC | 0.03% | Add +0.5% | 1,357 | $124K |
| CVA Family Office, LLC | 0.01% | No change | 1,338 | $123K |
| McGuire Capital Advisors Inc. | 0.07% | Add +2941.9% | 1,308 | $120K |
| Consultiva Wealth Management, Corp. | 0.27% | No change | 1,287 | $118K |
| Delta Asset Management LLC | 0.01% | Reduce -27.6% | 1,273 | $117K |
| Evolution Wealth Management Inc. | 0.07% | Reduce -52.9% | 1,232 | $113K |
| N.E.W. Advisory Services LLC | 0.01% | Add +11.7% | 1,216 | $111K |
| Golden State Wealth Management, LLC | 0.01% | Add +78.7% | 1,133 | $104K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,102 | $101K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,100 | $101K |
| Clark Wealth Partners | 0.06% | Add +0.8% | 1,079 | $99K |
| Quarry LP | 0.02% | New | 1,040 | $95K |
| Angeles Wealth Management, LLC | 0.00% | Add +28.5% | 1,009 | $92K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -24.8% | 1,006 | $92K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -19.0% | 996 | $91K |
| Transce3nd, LLC | 0.77% | No change | 955 | $87K |
| Security National Bank of Sioux City Iowa | 0.03% | New | 870 | $80K |
| Howe & Rusling Inc. | 0.00% | Reduce -2.8% | 861 | $79K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.8% | 843 | $77K |
| EPG Wealth Management LLC | 0.02% | No change | 799 | $73K |
| WPG Advisers, LLC | 0.04% | New | 795 | $73K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 783 | $72K |
| Ascentis Independent Advisors | 0.19% | Reduce -94.8% | 755 | $69K |
| Godfrey Financial Associates, Inc. | 0.05% | Add +400.0% | 750 | $69K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.6% | 716 | $66K |
| Ascentis Wealth Management, LLC | 0.01% | Add +20.2% | 708 | $65K |
| Dynamic Wealth Strategies, LLC | 0.03% | Add +9.0% | 705 | $65K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -75.1% | 699 | $64K |
| WealthShield Partners, LLC | 0.01% | Add +208.4% | 694 | $64K |
| Deane Retirement Strategies, Inc. | 0.03% | Reduce -53.9% | 675 | $62K |
| Solstein Capital, LLC | 0.02% | Reduce -33.4% | 653 | $60K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 599 | $55K |
| Winthrop Capital Management, LLC | 0.01% | No change | 589 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -28.4% | 585 | $54K |
| Bangor Savings Bank | 0.00% | No change | 546 | $50K |
| Ameriflex Group, Inc. | 0.02% | Add +32.1% | 506 | $46K |
| First Bancorp, Inc | 0.02% | New | 500 | $46K |
| Weaver Capital Management LLC | 0.01% | No change | 493 | $45K |
| Trust Co. of Vermont | 0.00% | — | 480 | $44K |
| XP Advisory US, Inc. | 0.02% | — | 449 | $41K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -22.3% | 442 | $40K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -15.1% | 434 | $40K |
| Franklin Resources Inc. | 0.00% | Reduce -45.0% | 403 | $37K |
| 3 Factor Indexing, LLC | 0.03% | No change | 397 | $36K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +37.9% | 375 | $34K |
| Compass Financial Management LLC | 0.00% | — | 375 | $34K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -46.1% | 354 | $32K |
| Balentine LLC | 0.00% | No change | 335 | $31K |
| Align Financial, LLC | 0.02% | Add +0.9% | 334 | $31K |
| Ancora Advisors LLC | 0.00% | No change | 328 | $30K |
| Vision Retirement, LLC | 0.01% | No change | 317 | $29K |
| Castlekeep Investment Advisors LLC | 0.01% | New | 288 | $26K |
| Kroeger Financial Partners | 0.02% | — | 279 | $26K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 277 | $25K |
| Hantz Financial Services, Inc. | 0.00% | Add +235.0% | 268 | $25K |
| Piscataqua Savings Bank | 0.02% | No change | 263 | $24K |
| Provident Wealth Management, LLC | 0.01% | Add +5.7% | 261 | $24K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 252 | $23K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 250 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -86.4% | 230 | $21K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +51.7% | 229 | $21K |
| Main Street Group, LTD | 0.01% | No change | 220 | $20K |
| JPL Wealth Management, LLC | 0.00% | New | 202 | $19K |
| Twin Lakes Capital Management, LLC | 0.01% | Reduce -99.9% | 201 | $18K |
| Park Square Financial Group, LLC | 0.15% | Reduce -57.4% | 177 | $16K |
| Mosley Wealth Management | 0.01% | Reduce -30.0% | 170 | $16K |
| Imprint Wealth LLC | 0.06% | No change | 153 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 150 | $14K |
| Dunhill Financial, LLC | 0.00% | Add +0.7% | 146 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 144 | $13K |
| Avion Wealth | 0.00% | No change | 152 | $13K |
| Gill Capital Partners, LLC | 0.00% | New | 111 | $10K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 110 | $10K |
| Orion Capital Management LLC | 0.00% | No change | 108 | $10K |
| City State Bank | 0.00% | No change | 107 | $10K |
| REAP Financial Group, LLC | 0.00% | Add +17.1% | 103 | $9K |
| Wellington Shields & Co., LLC | 0.00% | No change | 99 | $9K |
| Trust Co | 0.00% | New | 78 | $7K |
| IMG Wealth Management, Inc. | 0.00% | Add +1.3% | 77 | $7K |
| Financial Gravity Companies, Inc. | 0.00% | — | 70 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 68 | $6K |
| Cheviot Value Management, LLC | 0.00% | No change | 63 | $6K |
| Meramec Financial Planners, LLC | 0.00% | New | 60 | $5K |
| Johnson Financial Group, Inc. | 0.00% | No change | 59 | $5K |
| Davis Capital Management | 0.00% | New | 53 | $5K |
| Princeton Global Asset Management LLC | 0.00% | New | 50 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -47.7% | 46 | $4K |
| Bayban | 0.00% | No change | 44 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 43 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 41 | $4K |
| RMG Wealth Management LLC | 0.00% | New | 40 | $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% | No change | 37 | $3K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -98.8% | 35 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -72.7% | 32 | $3K |
| POM Investment Strategies, LLC | 0.00% | Add +3.7% | 28 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 24 | $2K |
| Crews Bank & Trust | 0.00% | No change | 23 | $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 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -42.9% | 16 | $1K |
| Bfsg, LLC | 0.00% | No change | 16 | $1K |
| Highland Investment Advisors LLC | 0.00% | — | 15 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -98.7% | 10 | $889 |
| Vima LLC | 0.00% | — | 8 | $699 |
| Russell Investments Group, Ltd. | 0.00% | Add +40.0% | 7 | $668 |
| Tounjian Advisory Partners, LLC | 0.00% | New | 7 | $642 |
| Valley National Advisers Inc. | 0.00% | New | 6 | $550 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -86.1% | 5 | $458 |
| Bokf, NA | 0.00% | New | 5 | $458 |
| USA Financial Formulas | 0.00% | — | 3 | $275 |
| Valley Wealth Managers, Inc. | 0.00% | New | 3 | $275 |
| Richardson Financial Services Inc. | 0.00% | Reduce -99.8% | 2 | $183 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -100.0% | 2 | $157 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 1 | $109 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $108 |
"% 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.