SPDR Gold Minishares TrustGLDMETF
13F holders, Q1 2026 (March 31)910holders +36
115new positions
73sold out
7famous investors
$92.28avg. 13F price*
At the end of Q1 2026, 910 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings, up 36 from Q4 2025. 115 opened new positions and 73 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($1.7B), Wells Fargo & Company ($881.1M) and Morgan Stanley ($816.3M). 7 famous investors held it, including Chris Bloomstran (0.3% of Semper Augustus Investments's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SPDR Gold Minishares Trust
- Filed as
- WORLD GOLD TR (Q1 2026)
- CUSIP
- 98149E303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $713.3M |
| Exits | 73 | $326.4M |
All 13F filers, Q4 2025 → Q1 2026: 18,322,277 shares bought and 17,298,807 shares sold, net +1,023,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 910 holders
| Sumitomo Mitsui Trust Group, Inc. | 1.12% | Add +1.1% | 18,594,406 | $1.7B |
| Wells Fargo & Company | 0.18% | Add +20.1% | 9,505,554 | $881.1M |
| Morgan Stanley | 0.05% | Reduce -16.6% | 8,807,008 | $816.3M |
| Evoke Wealth, LLC | 12.78% | Add +1.3% | 7,472,647 | $692.6M |
| Bank of America Corp. | 0.05% | Reduce -12.9% | 6,671,812 | $618.4M |
| Empower Advisory Group, LLC | 1.43% | Add +1.4% | 5,951,012 | $551.6M |
| State Street Corp. | 0.01% | Add +14.0% | 3,493,932 | $323.9M |
| Cassaday & Co Wealth Management LLC | 6.57% | Reduce -1.4% | 3,328,360 | $308.5M |
| Resona Asset Management Co.,Ltd. | 1.44% | Add +45.1% | 3,236,300 | $289.1M |
| UBS Group AG | 0.05% | Reduce -10.0% | 3,072,074 | $284.8M |
| LPL Financial LLC | 0.07% | Add +1.0% | 3,022,407 | $280.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -5.5% | 2,713,587 | $252.4M |
| Evergreen Quality Fund GP, Ltd. | 5.49% | No change | 2,587,215 | $239.8M |
| Signature Estate & Investment Advisors LLC | 4.42% | New | 2,353,509 | $218.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.23% | Add +9.1% | 1,805,066 | $167.3M |
| SBI Okasan Asset Management Co.Ltd. | 6.77% | New | 1,849,410 | $165.2M |
| Prudential Financial Inc. | 0.19% | Reduce -36.3% | 1,679,954 | $155.7M |
| Gradient Investments LLC | 2.34% | Add +47.8% | 1,628,261 | $150.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.20% | Add +4.3% | 1,603,510 | $148.6M |
| Osaic Holdings, Inc. | 0.22% | Reduce -6.2% | 1,590,521 | $147.4M |
| HighTower Advisors, LLC | 0.16% | Add +18.8% | 1,586,932 | $147.1M |
| Public Employees Retirement System of Ohio | 0.45% | Add +2167.0% | 1,516,600 | $140.6M |
| Asset Management One Co., Ltd. | 0.41% | Reduce -43.3% | 1,486,595 | $137.8M |
| Regents of the University of California | 4.44% | New | 1,438,678 | $133.4M |
| Stifel Financial Corp. | 0.12% | Reduce -11.1% | 1,427,080 | $132.3M |
| Royal Bank of Canada | 0.02% | Reduce -0.4% | 1,397,630 | $129.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -4.9% | 1,282,254 | $118.9M |
| Cerity Partners LLC | 0.17% | Add +7.3% | 1,267,461 | $117.5M |
| Principal Financial Group Inc. | 0.06% | Reduce -42.5% | 1,259,342 | $116.7M |
| Hollow Brook Wealth Management LLC | 28.86% | Add +0.1% | 1,220,485 | $113.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.7% | 1,147,085 | $106.3M |
| Cohen & Steers, Inc. | 0.18% | Add +37.6% | 1,117,518 | $103.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -22.5% | 1,130,958 | $101.0M |
| US Bancorp \de | 0.12% | Add +17.0% | 1,064,169 | $98.6M |
| Tidal Investments LLC | 0.28% | Reduce -2.1% | 965,713 | $89.5M |
| Raymond James Financial Inc. | 0.03% | Reduce -10.8% | 960,174 | $89.0M |
| Cwm, LLC | 0.22% | Reduce -0.9% | 922,738 | $85.5M |
| Nissay Asset Management Corp. /Japan | 0.41% | Add +35.6% | 839,269 | $77.8M |
| Great Valley Advisor Group, Inc. | 1.38% | Add +1.5% | 817,316 | $75.8M |
| Equitable Holdings, Inc. | 0.48% | Add +6.1% | 865,251 | $73.9M |
| Benjamin Edwards Inc. | 0.73% | Reduce -20.6% | 788,797 | $73.1M |
| Argos Wealth Advisors, LLC | 20.78% | Reduce -1.3% | 779,777 | $72.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.8% | 749,413 | $69.5M |
| Rockefeller Capital Management L.P. | 0.12% | Add +11.5% | 740,271 | $68.6M |
| Diversify Wealth Management, LLC | 1.16% | Add +12720.7% | 720,395 | $64.8M |
| Private Advisor Group, LLC | 0.30% | Reduce -26.2% | 682,057 | $63.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.84% | Add +3.1% | 676,633 | $62.7M |
| Quadrature Capital Ltd | 0.74% | New | 671,197 | $62.2M |
| Van Eck Associates Corp. | 0.05% | No change | 671,036 | $62.2M |
| 3EDGE Asset Management, LP | 2.95% | Reduce -35.6% | 658,621 | $61.0M |
| Cresset Asset Management, LLC | 0.26% | Add +6.0% | 655,124 | $60.7M |
| Farther Finance Advisors, LLC | 0.57% | Add +0.8% | 640,580 | $60.4M |
| Parcion Private Wealth LLC | 3.59% | Reduce -5.4% | 625,603 | $58.0M |
| Verde Servicos Internacionais S.A. | 16.90% | Add +62.5% | 595,207 | $55.2M |
| Strategic Financial Services, Inc. | 2.58% | Reduce -36.6% | 583,756 | $54.1M |
| SBI Securities Co., Ltd. | 1.48% | Add +9.0% | 581,505 | $53.9M |
| Creative Planning | 0.03% | Reduce -1.9% | 546,469 | $50.7M |
| Greenline Partners, LLC | 5.27% | Reduce -10.7% | 529,278 | $49.1M |
| Nepc LLC | 0.95% | Reduce -18.7% | 516,438 | $47.9M |
| MBL Wealth, LLC | 3.59% | Reduce -0.4% | 510,875 | $47.4M |
| Cetera Investment Advisers | 0.05% | Add +5.0% | 488,913 | $45.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -39.6% | 477,239 | $44.2M |
| Main Street Research LLC | 2.53% | Add +1.5% | 469,451 | $43.5M |
| American Investment Services, Inc. | 9.70% | Reduce -8.5% | 469,354 | $43.5M |
| Bangor Savings Bank | 3.47% | Add +6.6% | 468,008 | $43.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +51.6% | 459,307 | $42.6M |
| Wealthfront Advisers LLC | 0.09% | Add +29.6% | 458,522 | $42.5M |
| Capital Planning Advisors, LLC | 5.93% | Reduce -17.0% | 442,711 | $41.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -7.0% | 423,360 | $39.2M |
| Tradewinds Capital Management, LLC | 7.62% | Reduce -7.5% | 413,927 | $38.4M |
| Sentinel Pension Advisors, LLC | 5.51% | Add +0.8% | 401,802 | $37.2M |
| Evercore Wealth Management, LLC | 0.58% | Add +11.6% | 394,869 | $36.6M |
| Bluespring Wealth Management, LLC | 3.15% | Reduce -6.6% | 394,862 | $36.6M |
| Mission Creek Capital Partners, Inc. | 7.10% | Reduce -0.5% | 383,975 | $35.6M |
| Assetmark, Inc. | 0.07% | Reduce -33.8% | 369,338 | $34.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -11.7% | 368,080 | $34.1M |
| China Universal Asset Management Co., Ltd. | 2.45% | Add +69.6% | 349,700 | $32.4M |
| Mariner, LLC | 0.04% | Reduce -0.3% | 347,591 | $32.2M |
| Fulton Breakefield Broenniman LLC | 2.06% | Add +170.3% | 340,943 | $31.6M |
| Confluence Investment Management LLC | 0.48% | Reduce -12.6% | 332,974 | $30.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +9.9% | 332,700 | $30.8M |
| Fullerton Fund Management Co Ltd. | 2.44% | Reduce -9.9% | 328,706 | $30.5M |
| Baird Financial Group, Inc. | 0.04% | Reduce -11.2% | 293,852 | $27.2M |
| Evernest Financial Advisors, LLC | 5.38% | Reduce -12.4% | 279,724 | $25.9M |
| NavPoint Financial, Inc. | 9.64% | Add +0.8% | 257,179 | $23.8M |
| Continuum Wealth Advisors, LLC | 9.79% | Reduce -8.1% | 254,653 | $23.6M |
| Composition Wealth, LLC | 0.32% | Add +0.1% | 250,995 | $23.3M |
| AE Wealth Management LLC | 0.13% | Reduce -24.6% | 249,390 | $23.1M |
| Alvarez & Marsal Private Wealth Partners, LLC | 3.12% | No change | 240,000 | $22.2M |
| Timber Creek Capital Management LLC | 5.25% | Add +7.3% | 233,759 | $21.7M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +11.6% | 225,615 | $20.9M |
| Brandywine Oak Private Wealth LLC | 1.73% | Reduce -3.6% | 221,713 | $20.6M |
| Piedmont Capital Management, LLC | 10.44% | Reduce -2.6% | 222,303 | $20.5M |
| Summitas Investment Management LLC | 15.96% | Reduce -13.9% | 219,654 | $20.4M |
| &partners | 0.10% | Reduce -1.7% | 218,510 | $20.3M |
| Deutsche Bank AG | 0.01% | Reduce -1.0% | 217,800 | $20.2M |
| CoreCap Advisors, LLC | 0.68% | Add +0.8% | 214,228 | $19.9M |
| Encompass More Asset Management | 3.29% | Add +9.4% | 210,028 | $19.5M |
| My Portfolio Guide, LLC | 10.42% | — | 203,402 | $18.8M |
| Austin Wealth Management, LLC | 4.26% | Reduce -29.0% | 203,477 | $18.7M |
| Corient Private Wealth LP | 0.03% | New | 481,492 | $18.5M |
| Sei Investments Co. | 0.02% | Reduce -69.0% | 199,047 | $18.4M |
| MML Investors Services, LLC | 0.05% | Reduce -25.4% | 197,153 | $18.3M |
| Journey Strategic Wealth LLC | 0.43% | Reduce -11.1% | 187,866 | $17.4M |
| Quent Capital, LLC | 1.16% | Add +0.5% | 177,085 | $16.4M |
| IHT Wealth Management, LLC | 0.38% | Reduce -5.1% | 175,389 | $16.3M |
| Penserra Capital Management LLC | 0.19% | Reduce -8.7% | 174,416 | $16.2M |
| Quantum Financial Advisors, LLC | 1.80% | Add +4.3% | 173,345 | $16.1M |
| Harbor Investment Advisory, LLC | 1.25% | Reduce -7.0% | 170,467 | $15.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +4.0% | 167,586 | $15.5M |
| Sage Private Wealth Group, LLC | 7.73% | Reduce -4.8% | 165,617 | $15.4M |
| Peak Financial Advisors LLC | 6.79% | Reduce -17.6% | 165,427 | $15.3M |
| Copley Financial Group, Inc. | 9.22% | Add +56.1% | 164,903 | $15.3M |
| Nottingham Advisors, Inc. | 1.96% | Reduce -4.3% | 164,385 | $15.2M |
| Wealthcare Advisory Partners LLC | 0.30% | Reduce -5.3% | 163,657 | $15.2M |
| New Perspectives, Inc | 5.12% | Reduce 0.0% | 159,510 | $14.8M |
| Warren Street Wealth Advisors, LLC | 3.70% | Reduce -19.1% | 156,173 | $14.5M |
| Buck Wealth Strategies, LLC | 1.79% | Reduce -1.9% | 156,013 | $14.5M |
| Avid Wealth Partners LLC | 6.76% | Reduce -1.2% | 154,324 | $14.3M |
| McAlvany Wealth Management LLC | 9.57% | Reduce -1.5% | 159,084 | $14.2M |
| Renaissance Technologies | 0.02% | Add +2506.9% | 151,200 | $14.0M |
| Citadel Advisors | 0.01% | Reduce -9.9% | 146,305 | $13.6M |
| E Fund Management Co., Ltd. | 0.40% | — | 144,525 | $13.4M |
| R. W. Roge & Company, Inc. | 6.36% | Reduce -1.0% | 143,754 | $13.3M |
| Cardinal Strategic Wealth Guidance | 3.28% | Add +0.7% | 134,223 | $12.4M |
| AQR Capital Management | 0.01% | Add +1.3% | 134,048 | $12.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -52.2% | 130,354 | $12.1M |
| Accretive Wealth Partners, LLC | 3.40% | Add +1.0% | 129,831 | $12.0M |
| Retirement Income Solutions, Inc. | 2.06% | Reduce -1.3% | 129,822 | $12.0M |
| Brindle & Bay Financial Advisors, LLC | 7.23% | Reduce -12.1% | 127,109 | $11.8M |
| Henderson Brothers Financial Partners, LLC | 2.97% | — | 126,440 | $11.7M |
| Walkner Condon Financial Advisors LLC | 1.48% | Reduce -3.2% | 121,250 | $11.2M |
| McMorgan & Co. LLC | 1.82% | Reduce -48.4% | 121,218 | $11.2M |
| Wealth Advisory Solutions, LLC | 2.48% | Reduce -9.5% | 119,983 | $11.1M |
| Inspirion Wealth Advisors, LLC | 1.37% | Add +4.7% | 118,365 | $11.0M |
| Tidemark, LLC | 2.73% | Reduce -4.2% | 115,888 | $10.7M |
| RM Financial Services, LLC | 9.22% | Add +2.8% | 115,281 | $10.7M |
| KWB Wealth | 1.06% | Reduce -1.6% | 125,159 | $10.7M |
| Napier Financial, LLC | 2.45% | Reduce -0.4% | 115,047 | $10.7M |
| KPP Advisory Services LLC | 1.55% | Add +21.9% | 115,033 | $10.7M |
| Modern Wealth Management, LLC | 0.18% | Add +2805.6% | 112,332 | $10.6M |
| Stratos Wealth Advisors, LLC | 0.65% | Add +28.9% | 114,043 | $10.6M |
| Kraft, Davis & Associates, LLC | 2.21% | Add +19.8% | 113,386 | $10.4M |
| CreativeOne Wealth, LLC | 0.24% | Add +3.4% | 109,897 | $10.2M |
| Fifth Third Bancorp | 0.02% | New | 109,574 | $10.2M |
| Hudson Capital Management LLC | 2.68% | Reduce -5.2% | 108,723 | $10.1M |
| Truist Financial Corp. | 0.01% | Reduce -21.1% | 104,390 | $9.7M |
| Purus Wealth Management, LLC | 3.08% | Add +2.9% | 104,119 | $9.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -4.7% | 104,981 | $9.6M |
| PFG Advisors | 0.46% | Reduce -0.8% | 102,322 | $9.5M |
| Managed Asset Portfolios, LLC | 1.11% | Add +0.0% | 100,331 | $9.3M |
| Baker Tilly Wealth Management, LLC | 2.26% | Add +2.7% | 100,066 | $9.3M |
| Main Street Financial Solutions, LLC | 0.68% | Reduce -2.0% | 99,994 | $9.3M |
| Pinnacle Financial Partners, Inc. | 0.07% | Reduce -0.7% | 99,139 | $9.2M |
| Zhang Financial LLC | 0.31% | Reduce -0.3% | 97,794 | $9.1M |
| WealthNavi Inc. | 0.08% | New | 97,779 | $9.1M |
| Chatham Capital Group, Inc. | 1.31% | Reduce -18.5% | 97,302 | $9.0M |
| Versant Capital Management, Inc | 0.89% | Reduce -4.6% | 97,292 | $9.0M |
| Fiducient Advisors LLC | 1.17% | No change | 96,619 | $9.0M |
| Tudor Investment Corporation | 0.05% | Add +7.7% | 96,596 | $9.0M |
| AMJ Financial Wealth Management | 2.09% | Add +0.6% | 95,394 | $8.8M |
| Element Pointe Advisors, LLC | 1.64% | Add +1.2% | 93,799 | $8.7M |
| Stansberry Asset Management, LLC | 0.91% | Add +27.1% | 93,782 | $8.7M |
| Daiwa Securities Group Inc. | 0.03% | Add +102.2% | 93,754 | $8.7M |
| Wilkerson Advisory Group LLC | 2.96% | Reduce -8.2% | 92,824 | $8.6M |
| Brookstone Capital Management | 0.10% | Add +8.5% | 91,481 | $8.5M |
| Avior Wealth Management, LLC | 0.24% | Reduce -2.3% | 91,208 | $8.5M |
| Franklin Resources Inc. | 0.00% | Add +38.5% | 91,113 | $8.4M |
| Gould Asset Management LLC | 1.46% | Reduce -46.9% | 90,390 | $8.4M |
| Integrated Advisors Network LLC | 0.44% | Add +21.5% | 90,138 | $8.4M |
| Cabot Wealth Management Inc. | 0.96% | Add +22.0% | 90,000 | $8.3M |
| Advisory Services Network, LLC | 0.11% | Add +2.2% | 89,255 | $8.3M |
| Glenview Trust Co | 0.13% | Add +2.4% | 88,275 | $8.2M |
| Lodestar Private Asset Management LLC | 0.80% | Reduce -3.7% | 87,822 | $8.1M |
| Jones Financial Companies LLLP | 0.00% | Add +24.4% | 90,829 | $8.1M |
| Integrity Wealth Solutions LLC | 3.17% | Reduce -3.3% | 87,183 | $8.1M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -1.1% | 85,838 | $8.0M |
| Bright Financial Advisors, Inc. | 3.63% | Add +0.9% | 85,526 | $7.9M |
| Transamerica Financial Advisors, LLC | 0.67% | Reduce -1.6% | 84,808 | $7.9M |
| IMC-Chicago, LLC | 0.12% | New | 84,600 | $7.8M |
| Archford Capital Strategies, LLC | 0.88% | Reduce -7.8% | 83,382 | $7.7M |
| AA Financial Advisors, LLC | 1.08% | Add +213.3% | 83,030 | $7.7M |
| Integrity Alliance, Llc. | 0.29% | Reduce -8.1% | 81,780 | $7.6M |
| Roan Capital Partners | 6.93% | — | 80,830 | $7.5M |
| Financial Guidance Group, Inc. | 2.98% | Reduce -1.5% | 80,058 | $7.4M |
| Avos Capital Management, LLC | 2.91% | Reduce -21.4% | 79,414 | $7.4M |
| Arax Advisory Partners | 0.21% | Add +2125.8% | 79,262 | $7.3M |
| Pitcairn Wealth Advisors LLC | 0.67% | Add +2.5% | 85,742 | $7.3M |
| Lido Advisors, LLC | 0.03% | Reduce -17.6% | 77,825 | $7.2M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +862.9% | 77,519 | $7.2M |
| Beaumont Financial Advisors, LLC | 0.49% | Reduce -19.4% | 77,062 | $7.1M |
| Gateway Wealth Partners, LLC | 0.28% | New | 76,278 | $7.1M |
| TD Waterhouse Canada Inc. | 0.02% | Add +7.4% | 74,587 | $7.0M |
| Team Financial Group, LLC | 3.15% | Reduce -0.3% | 74,793 | $6.9M |
| Entrewealth, LLC | 3.06% | Add +9.5% | 73,656 | $6.8M |
| Clark Capital Management Group, Inc. | 0.04% | Reduce -5.7% | 73,263 | $6.8M |
| Stapp Wealth Management, PLLC | 8.57% | Reduce -16.2% | 72,439 | $6.7M |
| Compass Wealth Management, LLC | 2.86% | Add +9.4% | 72,237 | $6.7M |
| Lynx Investment Advisory | 3.20% | Add +3.7% | 72,228 | $6.7M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -3.3% | 71,086 | $6.6M |
| Courier Capital LLC | 0.37% | Reduce -12.1% | 70,940 | $6.6M |
| Independent Advisor Alliance | 0.07% | New | 70,908 | $6.6M |
| Aureum Wealth Management, LLC | 4.57% | Add +21.2% | 70,864 | $6.6M |
| Foundations Investment Advisors, LLC | 0.08% | Add +7.0% | 70,747 | $6.6M |
| Seven Post Investment Office LP | 2.11% | Add +2.0% | 70,501 | $6.5M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +0.0% | 69,573 | $6.4M |
| DeDora Capital, Inc. | 1.56% | Add +25.4% | 68,561 | $6.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.12% | Reduce -0.2% | 68,436 | $6.3M |
| Essex Financial Services, Inc. | 0.35% | Reduce -2.3% | 66,839 | $6.2M |
| Compass Ion Advisors, LLC | 0.58% | Add +9.1% | 66,033 | $6.1M |
| Financial Life Advisors | 1.90% | Reduce -14.1% | 65,860 | $6.1M |
| Segment Wealth Management, LLC | 0.35% | Reduce -2.0% | 65,000 | $6.0M |
| Royal Harbor Partners, LLC | 2.01% | Reduce -5.5% | 64,131 | $5.9M |
| AMG National Trust Bank | 0.13% | Add +7.4% | 64,085 | $5.9M |
| Flagship Harbor Advisors, LLC | 0.26% | Add +4.9% | 63,555 | $5.9M |
| Relyea Zuckerberg Hanson LLC | 0.59% | Add +14.4% | 63,400 | $5.9M |
| Upper Left Wealth Management, LLC | 3.46% | Reduce -14.8% | 63,200 | $5.9M |
| Penobscot Wealth Management | 1.72% | Add +14.8% | 62,725 | $5.8M |
| Moneco Advisors, LLC | 0.44% | Add +12.2% | 61,738 | $5.7M |
| Cedar Point Capital Partners, LLC | 3.68% | Reduce -14.9% | 61,096 | $5.7M |
| Wealthspire Advisors, LLC | 0.04% | Add +90.3% | 60,572 | $5.6M |
| Bank of Montreal | 0.00% | Add +1783.0% | 59,991 | $5.6M |
| Kraematon Investment Advisors, Inc. | 4.48% | Reduce -0.1% | 59,341 | $5.5M |
| Chatterton & Associates Inc. | 3.85% | Reduce -38.8% | 58,151 | $5.5M |
| Vestmark Advisory Solutions, Inc. | 0.06% | New | 58,835 | $5.5M |
| CFS Investment Advisory Services, LLC | 0.37% | Reduce -64.8% | 56,520 | $5.4M |
| JNBA Financial Advisors | 0.45% | Reduce -21.2% | 57,661 | $5.3M |
| Richard P Slaughter Associates Inc | 1.14% | Add +6.5% | 57,099 | $5.3M |
| Claro Advisors Inc. | 0.63% | New | 56,736 | $5.3M |
| Catalyst Capital Advisors LLC | 0.10% | No change | 56,300 | $5.2M |
| Intesa Sanpaolo Wealth Management | 1.27% | Reduce -59.8% | 55,933 | $5.2M |
| OakTrust Wealth Advisors, LLC | 4.71% | Reduce -11.5% | 55,862 | $5.2M |
| Arcus Capital Partners, LLC | 1.85% | New | 55,607 | $5.2M |
| CI Investments Inc. | 0.02% | No change | 55,034 | $5.1M |
| Baker Ellis Asset Management LLC | 0.60% | Reduce -9.1% | 54,665 | $5.1M |
| Forbes Financial Planning, Inc. | 2.88% | Add +6.7% | 53,746 | $5.0M |
| Patten Group, Inc. | 0.86% | Add +3.1% | 53,559 | $5.0M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 53,314 | $4.9M |
| Churchill Financial Advisors, LLC | 1.04% | Add +9.0% | 53,300 | $4.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -6.8% | 53,129 | $4.9M |
| Apriem Advisors | 0.47% | New | 52,729 | $4.9M |
| Beckerman Institutional, LLC | 2.53% | Reduce -13.3% | 51,344 | $4.8M |
| Ssi Investment Management LLC | 0.39% | New | 50,910 | $4.7M |
| Choreo, LLC | 0.06% | Add +3.1% | 50,506 | $4.7M |
| Detalus Advisors, LLC | 1.07% | Reduce -45.1% | 50,466 | $4.7M |
| Sankala Group LLC | 3.82% | Reduce -0.0% | 52,011 | $4.7M |
| Joseph Group Capital Management | 1.16% | Reduce -5.5% | 49,997 | $4.6M |
| Jacobi Capital Management LLC | 0.26% | Add +1.1% | 49,963 | $4.6M |
| Welch Group, LLC | 0.17% | Add +135.4% | 49,521 | $4.6M |
| American Trust | 0.41% | Reduce -5.4% | 49,461 | $4.6M |
| Apella Capital, LLC | 0.07% | Reduce -5.6% | 47,669 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +48.1% | 49,124 | $4.6M |
| Stonebridge Financial Group, LLC | 0.37% | Add +517.7% | 48,756 | $4.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -3.0% | 48,500 | $4.5M |
| Marble Harbor Investment Counsel, LLC | 0.48% | Reduce -9.9% | 48,100 | $4.5M |
| Financial Enhancement Group LLC | 0.55% | Reduce -28.3% | 46,283 | $4.4M |
| Fortis Advisors, LLC | 2.17% | Reduce -28.7% | 46,756 | $4.3M |
| Hobbs Group Advisors, LLC | 1.29% | Reduce -16.4% | 46,547 | $4.3M |
| Thrive Capital Management, LLC | 0.94% | Reduce -1.6% | 46,358 | $4.3M |
| Bridgewater Advisors Inc. | 0.25% | No change | 45,958 | $4.3M |
| LWM Advisory Services, LLC | 4.50% | Reduce -71.1% | 45,493 | $4.2M |
| Valmark Advisers, Inc. | 0.05% | Add +12.1% | 45,448 | $4.2M |
| Marex Group Ltd | 0.04% | Reduce -8.2% | 44,996 | $4.2M |
| Tennessee Valley Asset Management Partners | 0.55% | Reduce -9.0% | 44,724 | $4.1M |
| Scotia Capital Inc. | 0.02% | Reduce -18.3% | 43,969 | $4.1M |
| Mills Wealth Advisors LLC | 1.42% | Add +2.1% | 43,928 | $4.1M |
| Empowered Funds, LLC | 0.03% | New | 43,737 | $4.1M |
| New England Private Wealth Advisors LLC | 0.46% | Add +16.1% | 42,796 | $4.0M |
| Mutual Advisors, LLC | 0.08% | Reduce -2.2% | 41,316 | $3.8M |
| Harbour Investments, Inc. | 0.06% | Reduce -32.0% | 41,308 | $3.8M |
| January Capital Advisors LLC | 5.12% | — | 40,997 | $3.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.59% | Reduce -2.8% | 40,735 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -39.2% | 39,977 | $3.7M |
| Horst & Graben Wealth Management LLC | 0.51% | Reduce -65.7% | 39,757 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +1243.1% | 39,354 | $3.6M |
| Legacy Capital Wealth Partners, LLC | 0.74% | Reduce -0.1% | 38,898 | $3.6M |
| Collaborative Wealth Managment Inc. | 1.64% | Add +18.5% | 38,379 | $3.6M |
| Shira Ridge Wealth Management | 1.41% | Reduce -15.3% | 38,330 | $3.6M |
| Citizens Financial Group Inc. | 0.05% | Add +16.9% | 37,654 | $3.5M |
| Sage Mountain Advisors LLC | 0.24% | Add +42.9% | 37,416 | $3.5M |
| Magnolia Private Wealth, LLC | 2.31% | Add +382.3% | 146,357 | $3.5M |
| Western Wealth Management, LLC | 0.13% | Reduce -0.9% | 36,791 | $3.4M |
| Rakuten Securities, Inc. | 1.42% | Add +22.9% | 36,785 | $3.4M |
| One Wealth Advisors, LLC | 0.42% | Reduce -59.7% | 36,505 | $3.4M |
| Clear Harbor Asset Management, LLC | 0.23% | Reduce -0.2% | 35,729 | $3.3M |
| American National Bank of Texas | 3.13% | Reduce -10.7% | 35,457 | $3.3M |
| Boothbay Fund Management, LLC | 0.08% | Add +55.8% | 35,200 | $3.3M |
| Milestones Private Investment Advisors LLC | 2.83% | Reduce -5.9% | 34,644 | $3.2M |
| Horizon Financial Services, LLC | 1.42% | Reduce -5.7% | 34,537 | $3.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -21.7% | 34,401 | $3.2M |
| Hudson Oak Wealth Advisory LLC | 2.72% | Add +0.5% | 33,823 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -22.6% | 33,588 | $3.1M |
| Larson Financial Group LLC | 0.10% | Add +25.9% | 33,515 | $3.1M |
| Financial Planning Hawaii, Inc. | 1.82% | Add +0.8% | 33,250 | $3.1M |
| Genesis Wealth Advisors, LLC | 2.05% | Add +2.5% | 33,167 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -18.9% | 33,146 | $3.1M |
| Gotham Asset Management | 0.01% | Reduce -5.5% | 32,901 | $3.0M |
| WBH Advisory Inc. | 0.23% | Reduce -8.1% | 32,170 | $3.0M |
| Paul R. Ried Financial Group, LLC | 1.41% | Reduce -16.9% | 32,655 | $3.0M |
| Leo Wealth, LLC | 0.21% | Reduce -1.7% | 31,816 | $2.9M |
| Altfest L J & Co. Inc. | 0.31% | Reduce -84.9% | 31,621 | $2.9M |
| Portside Wealth Group, LLC | 0.40% | Reduce -32.0% | 31,591 | $2.9M |
| Physician Wealth Advisors, Inc. | 0.41% | Reduce -65.5% | 31,558 | $2.9M |
| Capital Financial Group Inc\co\ | 1.61% | Reduce -8.7% | 31,543 | $2.9M |
| WFA of San Diego, LLC | 2.33% | Reduce -8.0% | 31,291 | $2.9M |
| Guggenheim Capital LLC | 0.02% | Add +20.5% | 30,542 | $2.8M |
| Heritage Wealth Advisors | 0.11% | Add +32.7% | 30,232 | $2.8M |
| DV Trading LLC | 0.25% | Add +26.7% | 30,223 | $2.8M |
| Captrust Financial Advisors | 0.00% | Add +75.5% | 30,145 | $2.8M |
| Bush Investment Group, LLC | 1.48% | Reduce -59.5% | 29,239 | $2.7M |
| Forbes J M & Co. LLP | 0.23% | No change | 29,211 | $2.7M |
| Brown Financial Advisors | 1.02% | Add +9.5% | 28,995 | $2.7M |
| PDS Planning, Inc | 0.18% | Add +1.0% | 28,787 | $2.7M |
| Aspetuck Financial Management LLC | 1.82% | Add +1.5% | 28,710 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -50.7% | 28,699 | $2.7M |
| Kickstand Ventures, Llc. | 0.55% | Reduce -13.7% | 28,055 | $2.6M |
| Heritage Family Offices, LLP | 1.15% | Add +599.5% | 28,044 | $2.6M |
| Simplicity Wealth,LLC | 0.15% | Reduce -2.4% | 27,909 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -33.3% | 27,887 | $2.6M |
| Fiduciary Trust Co | 0.03% | Add +13.4% | 27,739 | $2.6M |
| Choate Investment Advisors | 0.05% | Reduce -9.6% | 27,598 | $2.6M |
| Caitlin John, LLC | 1.54% | Add +1.7% | 27,578 | $2.6M |
| Allworth Financial LP | 0.01% | New | 27,066 | $2.5M |
| Independent Financial Group, LLC | 0.06% | Reduce -16.4% | 26,883 | $2.5M |
| Summit Financial, LLC | 0.03% | Add +196.2% | 26,761 | $2.5M |
| Vaughan David Investments LLC | 0.05% | New | 26,600 | $2.5M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -3.4% | 26,519 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 26,204 | $2.4M |
| IFP Advisors, Inc | 0.05% | Reduce -31.5% | 25,903 | $2.4M |
| Gradient Capital Advisors, LLC | 0.62% | Reduce -7.0% | 25,883 | $2.4M |
| Bravias Capital Group, LLC | 1.55% | Add +3.2% | 25,566 | $2.4M |
| LifeGoal Investments, LLC | 1.35% | New | 25,011 | $2.4M |
| Hutchinson Capital Management | 0.43% | No change | 25,437 | $2.4M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | No change | 25,500 | $2.3M |
| One Charles Private Wealth Services, LLC | 0.59% | Reduce -3.0% | 25,210 | $2.3M |
| RCW Management, LLC | 2.39% | Reduce -8.8% | 25,156 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +120.1% | 24,950 | $2.3M |
| Certified Advisory Corp | 0.21% | Add +2.7% | 24,855 | $2.3M |
| Fidelis Capital Partners, LLC | 0.16% | New | 24,768 | $2.3M |
| Uptick Partners, LLC | 0.46% | Reduce -0.7% | 24,735 | $2.3M |
| BlackDiamond Wealth Management, LLC | 1.10% | Reduce -26.5% | 24,616 | $2.3M |
| Mission Wealth Management, LP | 0.05% | Reduce -10.7% | 24,513 | $2.3M |
| Brown Miller Wealth Management, LLC | 0.64% | Reduce -6.0% | 24,209 | $2.2M |
| WNY Asset Management, LLC | 0.23% | — | 24,189 | $2.2M |
| Arkadios Wealth Advisors | 0.04% | Add +151.8% | 24,065 | $2.2M |
| CIBC Bancorp USA Inc. | 0.00% | — | 24,011 | $2.2M |
| Semper Augustus Investments | 0.27% | No change | 23,979 | $2.2M |
| Curry Webb Wealth Management LLC | 1.05% | Reduce -10.8% | 23,877 | $2.2M |
| Myecfo, LLC | 0.92% | Add +6.2% | 23,713 | $2.2M |
| Sargent Investment Group, LLC | 0.29% | Add +1.0% | 23,625 | $2.2M |
| Atria Investments, Inc | 0.02% | Reduce -57.7% | 23,625 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.23% | Reduce -0.8% | 23,168 | $2.1M |
| Signal Advisors Wealth, LLC | 0.15% | Add +76.1% | 23,106 | $2.1M |
| Mayflower Financial Advisors, LLC | 0.26% | Reduce -48.6% | 22,845 | $2.1M |
| Mattson Financial Services, LLC | 0.50% | Add +56.0% | 22,758 | $2.1M |
| Medici Capital LLC | 2.94% | Reduce -88.9% | 22,700 | $2.1M |
| McNaughton Wealth Management, LLC | 0.86% | Reduce -57.8% | 22,488 | $2.1M |
| Vertex Planning Partners, LLC | 0.40% | Reduce -49.2% | 22,412 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -1.3% | 22,339 | $2.1M |
| Pecaut & Co. | 0.67% | Add +4.1% | 22,252 | $2.1M |
| Hollencrest Capital Management | 0.08% | No change | 21,905 | $2.0M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -2.3% | 21,904 | $2.0M |
| Visionary Wealth Advisors | 0.09% | Reduce -15.7% | 21,740 | $2.0M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 21,255 | $2.0M |
| Carret Asset Management, LLC | 0.19% | Reduce -2.2% | 21,124 | $2.0M |
| SHP Wealth Management | 0.15% | Add +47.0% | 21,082 | $2.0M |
| Advisor OS, LLC | 0.14% | New | 20,930 | $1.9M |
| Hegarty Advisors, LLC | 1.52% | New | 20,790 | $1.9M |
| Eagle Global Advisors LLC | 0.07% | No change | 20,100 | $1.9M |
| Paladin Wealth, LLC | 1.28% | Add +9.4% | 20,017 | $1.9M |
| Valicenti Advisory Services Inc. | 0.40% | Add +16.4% | 20,008 | $1.9M |
| Sovran Advisors, LLC | 0.14% | Reduce -33.7% | 20,080 | $1.8M |
| Kera Capital Partners, Inc. | 0.22% | Add +43.0% | 19,768 | $1.8M |
| Robinson Value Management, Ltd. | 1.02% | Reduce -10.0% | 19,716 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +96.0% | 19,363 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | New | 19,358 | $1.8M |
| Quartz Partners, LLC | 0.69% | Reduce -14.8% | 19,315 | $1.8M |
| MAI Capital Management | 0.01% | Add +4.2% | 19,249 | $1.8M |
| Foronjy Financial LLC | 0.74% | Add +1.1% | 19,242 | $1.8M |
| Graetz Wealth LLC | 1.59% | Reduce -53.0% | 19,211 | $1.8M |
| Diligent Investors, LLC | 0.44% | No change | 19,011 | $1.8M |
| M1 Capital Management LLC | 0.81% | Add +28.4% | 18,973 | $1.8M |
| Richard Bernstein Advisors LLC | 0.05% | Reduce -9.7% | 18,955 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Reduce -8.1% | 18,641 | $1.7M |
| Waverly Advisors, LLC | 0.01% | Add +2.6% | 18,598 | $1.7M |
| YHB Investment Advisors, Inc. | 0.12% | Add +11.1% | 18,581 | $1.7M |
| Lifelong Wealth Advisors, Inc. | 0.46% | Reduce -5.9% | 18,434 | $1.7M |
| Mitchell McLeod Pugh & Williams Inc. | 0.25% | Add +36.4% | 18,425 | $1.7M |
| Leading Edge Financial Planning LLC | 0.36% | Reduce -5.5% | 18,390 | $1.7M |
| InTrack Investment Management Inc | 0.97% | Reduce -2.2% | 18,331 | $1.7M |
| Apeiron RIA LLC | 0.39% | Reduce -12.1% | 18,268 | $1.7M |
| Fiduciary Alliance LLC | 0.10% | New | 17,777 | $1.7M |
| Betterment LLC | 0.00% | Add +98.7% | 18,150 | $1.7M |
| BCM Advisors, LLC | 0.33% | Add +139.3% | 18,793 | $1.7M |
| Merkkuri Wealth Advisors LLC | 1.09% | Reduce -25.9% | 17,799 | $1.6M |
| FRG Family Wealth Advisors LLC | 0.27% | Add +12.0% | 17,530 | $1.6M |
| Maia Wealth LLC | 0.27% | Reduce -26.0% | 17,130 | $1.6M |
| ZEGA Investments, LLC | 0.30% | Reduce -14.1% | 17,121 | $1.6M |
| Kendall Capital Management | 0.32% | Reduce -1.0% | 17,073 | $1.6M |
| Pathway Financial Advisors LLC | 0.19% | No change | 16,965 | $1.6M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -27.3% | 16,926 | $1.6M |
| Daviman Financial, LLC | 0.92% | Reduce -52.4% | 16,824 | $1.6M |
| XY Planning Network, Inc. | 0.25% | Add +97.8% | 16,493 | $1.6M |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -27.9% | 16,772 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -13.4% | 16,431 | $1.5M |
| Wealthcare Capital Partners, LLC | 0.71% | Reduce -1.9% | 16,288 | $1.5M |
| Compound Planning, Inc. | 0.05% | Add +20.8% | 16,030 | $1.5M |
| Copia Wealth Management | 1.02% | Reduce -0.5% | 15,975 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +5.0% | 15,930 | $1.5M |
| Nwam LLC | 0.08% | Add +7.4% | 15,883 | $1.5M |
| Continuum Advisory, LLC | 0.14% | Reduce -1.5% | 15,814 | $1.5M |
| Focus Financial Network, Inc. | 0.05% | Reduce -45.7% | 15,734 | $1.5M |
| Caerus Investment Advisors, LLC | 0.61% | Reduce -7.7% | 15,658 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Add +165.7% | 15,512 | $1.4M |
| S. R. Schill & Associates | 0.96% | Reduce -12.8% | 15,346 | $1.4M |
| Nicolet Bankshares Inc. | 0.05% | New | 15,266 | $1.4M |
| Nomura Asset Management International Inc. | 0.00% | New | 15,233 | $1.4M |
| Cibc World Market Inc. | 0.00% | Add +6.7% | 15,179 | $1.4M |
| First Financial Bank - Trust Division | 0.11% | No change | 15,176 | $1.4M |
| Frederick Financial Consultants, LLC | 0.70% | Add +0.7% | 15,145 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | Add +0.1% | 14,923 | $1.4M |
| Aberdeen Group plc | 0.00% | Add +126.8% | 14,880 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +7.6% | 14,824 | $1.4M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -70.3% | 14,766 | $1.4M |
| Silver Oak Securities, Incorporated | 0.10% | Add +0.7% | 14,763 | $1.4M |
| Wellington-Altus USA Inc. | 0.80% | Reduce -38.4% | 17,013 | $1.4M |
| Capital Management Associates, Inc | 0.30% | Reduce -4.7% | 14,533 | $1.3M |
| Entrust Financial LLC | 0.94% | Reduce -13.8% | 14,458 | $1.3M |
| Clark Asset Management, LLC | 0.12% | Add +2.0% | 14,350 | $1.3M |
| FMR LLC | 0.00% | Add +15.6% | 14,038 | $1.3M |
| Waterloo Capital, L.P. | 0.09% | Reduce -0.3% | 13,967 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.7% | 13,832 | $1.3M |
| Tableaux LLC | 0.62% | Add +219.1% | 13,773 | $1.3M |
| Nova Wealth Management, Inc. | 0.83% | Add +3.3% | 13,722 | $1.3M |
| Valtinson Bruner Financial Planning LLC | 0.35% | Reduce -2.9% | 13,719 | $1.3M |
| Biltmore Family Office, LLC | 0.18% | Reduce -42.3% | 13,626 | $1.3M |
| CacheTech Inc. | 0.24% | Add +12.4% | 13,617 | $1.3M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +1.2% | 13,601 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -5.4% | 13,381 | $1.2M |
| Quantify Chaos Advisors, LLC | 3.83% | Add +0.9% | 13,264 | $1.2M |
| Gambit Capital Management, LLC | 0.88% | Reduce -0.7% | 13,258 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -1.6% | 13,169 | $1.2M |
| Auour Investments LLC | 0.38% | Reduce -1.1% | 13,015 | $1.2M |
| Cassilly Financial Group LLC | 1.04% | Reduce -0.1% | 12,947 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -18.3% | 12,787 | $1.2M |
| Able Wealth Management LLC | 0.31% | Add +89.3% | 12,688 | $1.2M |
| Johnson Financial Group, Inc. | 0.04% | No change | 12,674 | $1.2M |
| HighPoint Advisor Group LLC | 0.05% | Add +6.0% | 12,572 | $1.2M |
| Florida Financial Advisors, LLC | 0.28% | Add +32.6% | 12,531 | $1.2M |
| Hopwood Nicholas Hunter | 0.37% | Reduce -6.5% | 12,511 | $1.2M |
| Destiny Capital Corp | 0.62% | Add +20.0% | 12,464 | $1.2M |
| CENTRAL TRUST Co | 0.02% | Reduce -8.8% | 12,367 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +40.9% | 12,218 | $1.1M |
| Formidable Asset Management, LLC | 0.18% | Reduce -4.0% | 13,394 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | Add +20.0% | 12,335 | $1.1M |
| Caldwell Trust Co | 0.10% | Reduce -6.6% | 12,204 | $1.1M |
| Sovereign Financial Group, Inc. | 0.19% | Add +0.2% | 11,998 | $1.1M |
| Advisor Resource Council | 0.44% | Reduce -21.9% | 11,992 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Add +61.5% | 11,961 | $1.1M |
| SVRN Asset Management, LLC | 1.07% | No change | 11,947 | $1.1M |
| Kovack Advisors, Inc. | 0.06% | Add +10.6% | 11,807 | $1.1M |
| A4 Wealth Advisors LLC | 0.91% | Reduce -7.8% | 11,822 | $1.1M |
| Wallace Advisory Group, LLC | 1.14% | Reduce -28.0% | 11,513 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -13.9% | 11,376 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.31% | Add +2.0% | 11,352 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -1.6% | 11,285 | $1.0M |
| Triumph Capital Management | 0.22% | Add +5.5% | 11,273 | $1.0M |
| RMR Wealth Builders | 0.08% | Add +32.6% | 11,033 | $1.0M |
| CX Institutional | 0.03% | Reduce -26.6% | 11,012 | $1.0M |
| JT Stratford LLC | 0.13% | Add +7.9% | 10,991 | $1.0M |
| Ancora Advisors LLC | 0.02% | Reduce -2.7% | 10,904 | $1.0M |
| HBW Advisory Services LLC | 0.11% | Reduce -16.6% | 10,896 | $1.0M |
| Wedmont Private Capital | 0.03% | Add +8.7% | 10,777 | $1.0M |
| Keudell/Morrison Wealth Management | 0.20% | Add +2.6% | 10,714 | $993K |
| Astoria Portfolio Advisors LLC. | 0.21% | Reduce -44.7% | 10,539 | $976K |
| Nvest Financial, LLC | 0.36% | New | 10,450 | $969K |
| MSH Capital Advisors LLC | 0.20% | Reduce -15.0% | 10,416 | $965K |
| JBR Co Financial Management Inc | 0.40% | No change | 11,190 | $955K |
| Petix & Botte Co | 0.42% | Reduce -47.5% | 10,227 | $948K |
| Brighton Jones LLC | 0.02% | New | 10,049 | $931K |
| Vista Finance, LLC | 0.73% | New | 9,951 | $922K |
| Legacy Solutions, LLC | 0.84% | New | 9,803 | $909K |
| Vantage Point Financial LLC | 0.32% | Reduce -70.3% | 9,714 | $900K |
| Bank of Marin | 0.65% | Reduce -20.1% | 9,657 | $895K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -2.5% | 9,576 | $888K |
| Indiana Trust & Investment Management Co | 0.27% | No change | 9,500 | $881K |
| Focused Alpha, LLC | 0.27% | Reduce -5.4% | 9,496 | $880K |
| Wealthcare Capital Management LLC | 0.09% | Reduce -2.6% | 9,293 | $861K |
| Creative Financial Designs Inc. | 0.05% | Reduce -11.5% | 9,251 | $857K |
| 4WEALTH Advisors, Inc. | 0.73% | Reduce -0.2% | 9,553 | $853K |
| Middleton & Co. Inc. | 0.10% | No change | 9,151 | $848K |
| BlackRock, Inc. | 0.00% | Reduce -13.3% | 9,148 | $848K |
| Shepherd Financial Partners LLC | 0.08% | Add +2.2% | 9,118 | $845K |
| Insigneo Advisory Services, LLC | 0.06% | Add +36.3% | 8,978 | $832K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -45.6% | 8,856 | $821K |
| Oakmont Advisory Group, LLC | 0.82% | Add +24.6% | 8,727 | $809K |
| Proficio Capital Partners LLC | 0.04% | No change | 8,685 | $805K |
| Tradition Wealth Management, LLC | 0.06% | Reduce -66.6% | 8,614 | $798K |
| HSBC Holdings PLC | 0.00% | Reduce -22.5% | 8,547 | $792K |
| Cornerstone Planning Group LLC | 0.11% | Add +12637.7% | 8,789 | $792K |
| Savant Capital, LLC | 0.00% | Add +8.2% | 8,546 | $792K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 8,470 | $785K |
| Denver Wealth Management, Inc. | 0.27% | No change | 8,421 | $781K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +9.0% | 8,300 | $769K |
| Snowden Capital Advisors LLC | 0.02% | New | 8,275 | $767K |
| Corecam Pte. Ltd. | 0.33% | Add +93.0% | 8,240 | $764K |
| World Investment Advisors | 0.01% | Add +14.0% | 8,222 | $762K |
| Crews Bank & Trust | 0.11% | Reduce -2.8% | 8,215 | $761K |
| Stratos Investment Management, LLC | 0.03% | No change | 8,162 | $757K |
| Pacific Capital Wealth Advisors, Inc. | 0.13% | Add +65.4% | 8,134 | $754K |
| Belpointe Asset Management LLC | 0.03% | Reduce -27.2% | 8,108 | $752K |
| Quest 10 Wealth Builders, Inc. | 0.66% | Reduce -12.3% | 8,100 | $751K |
| HORAN Wealth, LLC | 0.07% | New | 8,785 | $750K |
| Integrity Advisory Solutions, LLC | 0.10% | Add +4.3% | 8,085 | $749K |
| First Heartland Consultants, Inc. | 0.06% | Add +103.6% | 8,055 | $747K |
| Wedbush Securities Inc. | 0.02% | Reduce -10.0% | 8,046 | $746K |
| Matrix Trust Co | 0.12% | Reduce -44.8% | 8,037 | $745K |
| Tower Bridge Advisors | 0.07% | New | 7,965 | $738K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Reduce -8.1% | 7,900 | $732K |
| Signet Financial Management, LLC | 0.08% | Reduce -13.3% | 7,833 | $726K |
| Appleton Partners Inc. | 0.05% | Add +2.7% | 7,803 | $723K |
| Mather Group, Llc. | 0.01% | No change | 7,780 | $721K |
| Ares Financial Consulting, LLC | 0.56% | Add +23.6% | 7,590 | $716K |
| NewEdge Advisors, LLC | 0.00% | Reduce -96.1% | 7,690 | $713K |
| Alpha Financial Partners LLC | 0.42% | Reduce -7.0% | 7,591 | $704K |
| Realta Investment Advisors | 0.24% | New | 7,542 | $699K |
| Millstone Evans Group, LLC | 0.42% | Add +15.4% | 7,499 | $695K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -6.0% | 7,497 | $695K |
| Wealth Alliance, LLC | 0.07% | Reduce -18.1% | 7,416 | $687K |
| OMNI 360 Wealth, Inc. | 0.35% | Reduce -18.3% | 7,350 | $681K |
| Almanack Investment Partners, LLC. | 0.11% | Add +33.2% | 7,335 | $680K |
| MKT Advisors LLC | 0.23% | Reduce -6.9% | 7,258 | $675K |
| Intrua Financial, LLC | 0.07% | Reduce -4.5% | 7,261 | $673K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -51.6% | 7,523 | $672K |
| Hamilton Capital, LLC | 0.03% | Add +8.2% | 7,220 | $669K |
| Marshall & Sterling Wealth Advisors Inc. | 0.43% | Reduce -39.1% | 7,173 | $665K |
| Advisors Capital Management, LLC | 0.01% | No change | 7,159 | $664K |
| Fiscal Wisdom Wealth Management, LLC | 0.63% | Add +3.5% | 7,090 | $657K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -31.3% | 7,058 | $654K |
| Curtis Wealth Management LLC | 0.61% | Reduce -51.8% | 6,973 | $646K |
| Theory Financial LLC | 0.22% | Reduce -65.2% | 6,904 | $640K |
| Spectrum Planning & Advisory Services Inc. | 0.32% | Add +8.3% | 6,891 | $639K |
| Independent Wealth Network Inc. | 0.19% | New | 6,873 | $637K |
| OneAscent Financial Services LLC | 0.03% | Add +41.0% | 6,829 | $633K |
| Garde Capital, Inc. | 0.04% | New | 6,823 | $632K |
| Flputnam Investment Management Co. | 0.01% | Reduce -5.3% | 6,779 | $628K |
| HUB Investment Partners, LLC | 0.02% | New | 6,761 | $627K |
| Private Trust Co. NA | 0.06% | Reduce -0.6% | 6,748 | $625K |
| International Assets Investment Management, LLC | 0.04% | Add +266.9% | 6,605 | $623K |
| Eldridge Investment Advisors, Inc. | 0.14% | Reduce -3.1% | 6,652 | $617K |
| Redwood Investment Management, LLC | 0.08% | Reduce -60.6% | 6,613 | $613K |
| Miller Global Investments, LLC | 0.56% | Reduce -5.7% | 6,594 | $611K |
| Total Investment Management Inc. | 0.07% | Reduce -34.7% | 6,556 | $608K |
| Global View Capital Management LLC | 0.16% | Add +14.9% | 6,486 | $601K |
| ArborFi Advisors, LLC | 0.49% | Reduce -18.5% | 6,478 | $600K |
| Tempus Wealth Planning, LLC | 0.14% | Reduce -41.4% | 6,449 | $598K |
| CMC Financial Group | 1.20% | New | 6,400 | $593K |
| Sentinel Trust Co. Lba | 0.06% | No change | 6,355 | $589K |
| Annex Advisory Services, LLC | 0.01% | Add +13.3% | 6,346 | $588K |
| Decker Wealth Management LLC | 0.13% | No change | 6,335 | $587K |
| Manhattan West Asset Management, LLC | 0.11% | Add +105.5% | 6,313 | $585K |
| King Wealth Management Group | 0.07% | No change | 6,301 | $584K |
| Weil Company, Inc. | 0.13% | No change | 6,248 | $579K |
| Tactive Advisors, LLC | 0.16% | Reduce -11.3% | 6,187 | $573K |
| Norden Group LLC | 0.06% | Reduce -31.6% | 6,174 | $572K |
| Selective Wealth Management, Inc. | 0.17% | Add +13.0% | 6,328 | $569K |
| Sound View Wealth Advisors Group, LLC | 0.04% | No change | 6,105 | $566K |
| Principal Securities, Inc. | 0.01% | Reduce -2.5% | 6,059 | $562K |
| MBE Wealth Management, LLC | 0.23% | Reduce -1.7% | 6,018 | $558K |
| Souders Financial Advisors | 0.06% | No change | 6,010 | $557K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +34.5% | 5,951 | $552K |
| Range Advisory, LLC | 0.10% | Add +18.1% | 5,923 | $549K |
| Anchor Investment Management, LLC | 0.05% | Reduce -0.8% | 5,899 | $547K |
| Bauman Advisory Group, LLC | 0.38% | Reduce -1.8% | 5,888 | $546K |
| WASHINGTON TRUST Co | 0.02% | Add +9.4% | 5,843 | $542K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +2.7% | 5,840 | $541K |
| Valeo Financial Advisors, LLC | 0.01% | Add +11.5% | 5,827 | $540K |
| Savvy Advisors, Inc. | 0.01% | Reduce -91.9% | 5,795 | $537K |
| Fortis Capital Management LLC | 0.07% | New | 5,794 | $537K |
| Etesian Wealth Advisors, Inc. | 0.17% | Reduce -6.0% | 5,619 | $521K |
| McAdam, LLC | 0.02% | Add +0.3% | 5,593 | $518K |
| Total Clarity Wealth Management, Inc. | 0.12% | Add +22.2% | 5,547 | $514K |
| Oceanside Advisors LLC | 0.29% | Reduce -1.2% | 5,527 | $512K |
| HM Payson & Co. | 0.01% | Add +5.0% | 5,511 | $511K |
| Talon Private Wealth, LLC | 0.07% | — | 5,460 | $506K |
| ShoreHaven Wealth Partners, LLC | 0.18% | Reduce -0.3% | 5,433 | $504K |
| Richards, Merrill & Peterson, Inc. | 0.18% | No change | 5,340 | $495K |
| Absolute Capital Management, LLC | 0.16% | Add +6.1% | 5,258 | $487K |
| WealthPoint Financial, LLC | 0.41% | Reduce -67.5% | 5,252 | $487K |
| Equita Financial Network, Inc. | 0.15% | Add +38.8% | 5,212 | $483K |
| Clarity Capital Advisors, LLC | 0.22% | New | 5,197 | $482K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | Reduce -77.1% | 5,130 | $476K |
| Titleist Asset Management, LLC | 0.04% | New | 5,083 | $471K |
| Ami Asset Management Corp. | 0.03% | New | 5,069 | $470K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -2.0% | 5,033 | $467K |
| Greenwich Wealth Management LLC | 0.02% | Add +13.4% | 4,963 | $460K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.7% | 4,959 | $460K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -58.1% | 4,946 | $458K |
| Vermillion Wealth Management, Inc. | 0.18% | No change | 4,942 | $458K |
| Boyce & Associates Wealth Consulting, Inc. | 0.35% | No change | 4,931 | $457K |
| Strategic Blueprint, LLC | 0.03% | Reduce -50.9% | 4,913 | $455K |
| Rossby Financial, LCC | 0.09% | Add +18415.4% | 4,814 | $454K |
| Crestwood Advisors Group, LLC | 0.01% | New | 4,888 | $453K |
| Arwa LLC | 0.22% | Add +43.1% | 4,781 | $451K |
| WealthPLAN Partners, LLC | 0.09% | Reduce -68.5% | 4,860 | $450K |
| GWN Securities Inc. | 0.08% | Reduce -5.0% | 4,786 | $444K |
| OneDigital Investment Advisors LLC | 0.00% | Add +39.1% | 4,774 | $443K |
| Spire Wealth Management | 0.01% | Reduce -5.6% | 4,753 | $441K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 4,756 | $440K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +6.6% | 4,740 | $439K |
| Regions Financial Corp. | 0.00% | Add +0.9% | 4,719 | $437K |
| Family CFO Inc | 0.19% | New | 4,684 | $434K |
| LexAurum Advisors, LLC | 0.06% | — | 4,679 | $434K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -9.2% | 4,664 | $432K |
| Financial Network Wealth Advisors LLC | 0.44% | Reduce -31.8% | 4,654 | $431K |
| Regal Investment Advisors LLC | 0.02% | Add +40.2% | 4,637 | $430K |
| Novem Group | 0.05% | Add +8.1% | 4,581 | $425K |
| AlTi Global, Inc. | 0.01% | No change | 4,518 | $419K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -47.3% | 4,495 | $417K |
| Noesis Capital Mangement Corp. | 0.06% | Add +10.8% | 4,495 | $417K |
| Asempa Wealth Advisors | 0.36% | Add +16.8% | 4,401 | $415K |
| First National Trust Co | 0.01% | Reduce -20.4% | 4,379 | $406K |
| Hobbs Wealth Management, LLC | 0.40% | Reduce -46.6% | 4,344 | $403K |
| Lee Financial Co | 0.06% | No change | 4,220 | $391K |
| Greenleaf Trust | 0.00% | No change | 4,204 | $390K |
| Meredith Wealth Planning | 0.11% | No change | 4,197 | $389K |
| Sunpointe, LLC | 0.13% | New | 4,193 | $389K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.13% | Add +18.6% | 4,150 | $385K |
| Verus Capital Partners, LLC | 0.03% | Reduce -58.7% | 4,146 | $384K |
| Guidance Point Advisors, LLC | 0.09% | No change | 4,122 | $382K |
| Access Investment Management LLC | 0.10% | Reduce -10.4% | 4,120 | $382K |
| Inspire Advisors, LLC | 0.03% | New | 4,102 | $380K |
| Sowell Financial Services LLC | 0.01% | Reduce -20.2% | 4,102 | $380K |
| Net Worth Advisory Group | 0.08% | Reduce -6.6% | 4,070 | $377K |
| Livet Wealth, LLC | 0.24% | No change | 4,040 | $374K |
| Paragon Advisors, LLC | 0.10% | Add +7.9% | 4,033 | $374K |
| SVB Wealth LLC | 0.02% | New | 4,010 | $372K |
| Bell Investment Advisors, Inc | 0.06% | No change | 3,985 | $369K |
| Angeles Wealth Management, LLC | 0.02% | Add +37.0% | 3,946 | $366K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -0.1% | 3,943 | $365K |
| Mma Asset Management LLC | 0.13% | Add +20.8% | 3,913 | $363K |
| Balance Wealth Partners LLC | 0.11% | No change | 3,904 | $362K |
| Aspiriant, LLC | 0.01% | Add +1.7% | 3,902 | $362K |
| Entruity Wealth, LLC | 0.25% | No change | 3,900 | $361K |
| LongView Wealth Management | 0.09% | Add +6.0% | 3,734 | $358K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -65.9% | 3,855 | $357K |
| Prospera Financial Services Inc | 0.01% | No change | 3,849 | $357K |
| Catalina Capital Group, LLC | 0.21% | Reduce -51.9% | 3,741 | $347K |
| Blue Water Asset Management | 0.12% | Add +1.1% | 3,736 | $346K |
| LeClair Wealth Partners LLC | 0.12% | New | 3,736 | $346K |
| Astra Wealth Partners LLC | 0.21% | New | 3,673 | $340K |
| TFO Wealth Partners, LLC | 0.05% | Add +10.8% | 3,658 | $339K |
| Clifford Group, LLC | 0.26% | Reduce -20.5% | 3,626 | $336K |
| Estate Planners Group, LLC | 0.16% | Add +10.9% | 3,616 | $335K |
| Sutton Place Investors LLC | 0.18% | Reduce -47.8% | 3,601 | $334K |
| Gibbs Wealth Management | 0.04% | Reduce -20.0% | 3,587 | $332K |
| Freedom Investment Management, Inc. | 0.10% | New | 3,582 | $332K |
| Barnett & Company, Inc. | 0.26% | Add +0.5% | 3,576 | $331K |
| Invera Wealth Advisors, LLC | 0.21% | Add +16.7% | 3,573 | $331K |
| Armstrong, Fleming & Moore, Inc | 0.14% | No change | 3,560 | $330K |
| Carnegie Investment Counsel | 0.01% | Add +6.0% | 3,550 | $329K |
| Brookwood Investment Group LLC | 0.04% | Reduce -19.2% | 3,538 | $328K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -38.5% | 3,530 | $327K |
| Roman Butler Fullerton & Co. | 0.09% | Reduce -37.2% | 3,494 | $327K |
| Archer Investment Management, LLC | 0.14% | New | 3,500 | $324K |
| Virtue Capital Management, LLC | 0.05% | New | 3,619 | $323K |
| National Wealth Management Group, LLC | 0.12% | Add +14.6% | 3,468 | $321K |
| Genesis Private Wealth, LLC | 0.10% | Reduce -6.1% | 3,461 | $321K |
| Aegis Wealth Management LLC | 0.18% | Reduce -26.7% | 3,445 | $319K |
| Firethorn Wealth Partners, LLC | 0.12% | Reduce -55.2% | 3,435 | $318K |
| Tranquility Partners, LLC | 0.12% | No change | 3,383 | $314K |
| Professional Financial Advisors, LLC | 0.06% | Add +0.6% | 3,326 | $308K |
| Indivisible Partners | 0.03% | Add +4.5% | 3,275 | $304K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -66.3% | 3,269 | $303K |
| Essential Partners LLC | 0.10% | Add +10.2% | 3,245 | $301K |
| Bouchey Financial Group, Ltd. | 0.02% | Reduce -1.1% | 3,110 | $294K |
| DGS Capital Management, LLC | 0.05% | No change | 3,150 | $292K |
| Flatrock Wealth Partners LLC | 0.13% | Add +1.9% | 3,137 | $291K |
| WealthTrak Capital Management LLC | 0.21% | Reduce -67.5% | 3,130 | $290K |
| Certuity, LLC | 0.02% | New | 3,126 | $290K |
| Painted Porch Advisors LLC | 0.14% | Reduce -0.2% | 3,121 | $289K |
| International Private Wealth Advisors LLC | 0.18% | Reduce -2.9% | 3,116 | $289K |
| Asset Allocation Strategies LLC | 0.05% | Add +7.1% | 3,110 | $288K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -45.7% | 3,110 | $288K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -4.3% | 3,085 | $286K |
| MidFirst Bank | 0.02% | Reduce -0.7% | 3,082 | $286K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.1% | 3,079 | $285K |
| Refined Wealth Management | 0.18% | No change | 3,072 | $285K |
| Cypress Capital Group | 0.03% | New | 3,072 | $285K |
| XTX Topco Ltd | 0.00% | New | 3,029 | $281K |
| Berkshire Asset Management LLC | 0.01% | No change | 3,018 | $280K |
| Facet Wealth, Inc. | 0.00% | Add +12.0% | 3,014 | $279K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -49.2% | 3,011 | $279K |
| Abacus Wealth Partners, LLC | 0.03% | New | 3,000 | $278K |
| Strathmore Capital Advisors, Inc. | 0.08% | New | 2,957 | $276K |
| Burke & Herbert Bank & Trust Co. | 0.08% | New | 2,972 | $275K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -17.2% | 2,970 | $275K |
| Marino, Stram & Associates LLC | 0.05% | New | 2,965 | $275K |
| HCR Wealth Advisors | 0.03% | No change | 2,964 | $275K |
| Saxony Capital Management, LLC | 0.16% | Reduce -72.1% | 2,950 | $273K |
| Washington Trust Advisors, Inc. | 0.02% | Add +39.0% | 2,948 | $273K |
| WealthBridge Capital Management, LLC | 0.06% | Add +2.1% | 2,947 | $273K |
| Smith Salley Wealth Management | 0.01% | New | 2,946 | $273K |
| SteelPeak Wealth, LLC | 0.01% | No change | 2,919 | $271K |
| Parkside Financial Bank & Trust | 0.02% | Add +22.1% | 2,910 | $270K |
| Richardson Capital Management LLC | 0.13% | No change | 2,905 | $269K |
| OxenFree Capital LLC | 0.13% | Reduce -0.5% | 2,825 | $268K |
| Rodgers & Associates, LTD | 0.03% | No change | 2,875 | $266K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.0% | 2,866 | $266K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,828 | $262K |
| Moseley Investment Management Inc. | 0.08% | No change | 2,815 | $261K |
| LFG Wealth Partners, LLC | 0.16% | Reduce -3.7% | 2,790 | $259K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +16.1% | 2,777 | $257K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 2,774 | $257K |
| IRON Financial LLC | 0.11% | Reduce -27.2% | 2,773 | $257K |
| Brian Low Financial Group, LLC | 0.17% | Reduce -5.8% | 2,768 | $257K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,764 | $256K |
| Pathstone Holdings, LLC | 0.00% | New | 2,743 | $254K |
| Birch Capital Management, LLC | 0.13% | No change | 2,740 | $254K |
| Beacon Financial Group | 0.03% | Reduce -34.3% | 2,733 | $253K |
| Keel Point, LLC | 0.02% | Add +3.6% | 2,726 | $253K |
| Briggs Wealth Management, Inc | 0.27% | Reduce -18.1% | 2,725 | $253K |
| Chicago Partners Investment Group LLC | 0.01% | New | 2,690 | $252K |
| Advisory Alpha, LLC | 0.01% | Reduce -79.4% | 2,686 | $251K |
| Maripau Wealth Management LLC | 0.11% | Reduce -45.3% | 2,709 | $251K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -57.1% | 2,689 | $249K |
| Financial & Tax Architects, LLC | 0.06% | New | 2,674 | $248K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -87.3% | 2,670 | $247K |
| Soundwatch Capital LLC | 0.03% | No change | 2,667 | $247K |
| Centaurus Financial, Inc. | 0.01% | Reduce -67.1% | 2,664 | $247K |
| Oregon Pacific Wealth Management, LLC | 0.26% | Reduce -29.5% | 2,662 | $247K |
| Capital Squared Financial LLC | 0.19% | Reduce -7.7% | 2,655 | $246K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.9% | 2,651 | $246K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -55.2% | 2,650 | $246K |
| Marks Group Wealth Management, Inc | 0.02% | New | 2,649 | $246K |
| Richardson Financial Services Inc. | 0.15% | Reduce -5.4% | 2,645 | $245K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Reduce -10.7% | 2,627 | $243K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 2,623 | $243K |
| Redwood Park Advisors LLC | 0.18% | Add +42.9% | 2,586 | $240K |
| RDA Financial Network | 0.06% | Reduce -66.1% | 2,572 | $238K |
| Hofer & Associates. Inc | 0.13% | Add +2.1% | 2,541 | $236K |
| Tobias Financial Advisors, Inc. | 0.03% | Add +4.5% | 2,520 | $234K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -2.0% | 2,521 | $233K |
| Fermata Advisors, LLC | 0.05% | New | 2,508 | $232K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +31.6% | 2,503 | $232K |
| Lansing Street Advisors | 0.06% | No change | 2,484 | $230K |
| Maridea Wealth Management LLC | 0.03% | New | 2,440 | $226K |
| Traynor Capital Management, Inc. | 0.01% | Reduce -2.0% | 2,524 | $225K |
| Stonebrook Private Inc. | 0.05% | Reduce -31.1% | 2,430 | $225K |
| Endeavor Private Wealth, Inc. | 0.06% | Reduce -24.1% | 2,428 | $225K |
| Princeton Global Asset Management LLC | 0.04% | New | 2,420 | $224K |
| Allen Capital Group, LLC | 0.02% | No change | 2,395 | $222K |
| Foguth Wealth Management, LLC. | 0.03% | Reduce -15.3% | 2,453 | $221K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -48.0% | 2,379 | $221K |
| Bluesphere Advisors LLC | 0.08% | Reduce -6.8% | 2,374 | $220K |
| Stone Summit Wealth LLC | 0.06% | No change | 2,374 | $220K |
| Balefire, LLC | 0.04% | New | 2,368 | $219K |
| Wealthgarden F.S. LLC | 0.15% | Reduce -35.9% | 2,366 | $219K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -21.1% | 2,360 | $219K |
| Range Financial Group LLC | 0.07% | Reduce -56.5% | 2,327 | $216K |
| Elevation Wealth Management LLC | 0.20% | Reduce -11.5% | 2,319 | $215K |
| Invested Advisors | 0.22% | Reduce -2.6% | 2,309 | $214K |
| D'Orazio & Associates, Inc. | 0.03% | New | 2,290 | $212K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -42.1% | 2,288 | $212K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,285 | $212K |
| Bar Harbor Wealth Management | 0.01% | New | 2,269 | $210K |
| Kavar Capital Partners Group, LLC | 0.03% | New | 2,265 | $210K |
| Oasis Advisors, LLC | 0.04% | New | 2,261 | $210K |
| Ritholtz Wealth Management | 0.00% | New | 2,250 | $209K |
| Northern Trust Corp. | 0.00% | New | 2,222 | $206K |
| SFG Wealth Management, LLC. | 0.08% | New | 2,215 | $205K |
| Compass Financial Services Inc | 0.09% | Add +475.1% | 2,214 | $205K |
| Bridges Investment Management Inc. | 0.00% | New | 2,207 | $205K |
| Community Bank, N.A. | 0.02% | Reduce -13.4% | 2,195 | $203K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 2,184 | $202K |
| Excalibur Management Corp. | 0.07% | New | 2,183 | $202K |
| Fisher Asset Management | 0.00% | Reduce -79.0% | 2,173 | $202K |
| Blackston Financial Advisory Group, LLC | 0.13% | New | 2,163 | $200K |
| Shrier Wealth Management, LLC | 0.07% | Reduce -10.9% | 2,162 | $200K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,162 | $200K |
| Key Financial Inc | 0.04% | No change | 2,147 | $199K |
| Elevated Capital Advisors, LLC | 0.05% | Reduce -6.9% | 2,129 | $197K |
| Bulwark Capital Corp | 0.12% | Reduce -24.1% | 2,039 | $189K |
| Hickory Point Bank & Trust | 0.12% | Reduce -57.1% | 2,010 | $186K |
| Loomis Sayles & Co. L P | 0.00% | New | 2,010 | $186K |
| TD Capital Management LLC | 0.02% | No change | 1,993 | $185K |
| Bfsg, LLC | 0.02% | No change | 1,877 | $174K |
| Piscataqua Savings Bank | 0.12% | No change | 1,791 | $166K |
| Gould Capital, LLC | 0.09% | Add +40.4% | 1,624 | $151K |
| Atlantic Union Bankshares Corp | 0.00% | Add +16.0% | 1,437 | $133K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,400 | $130K |
| Maseco LLP | 0.00% | New | 1,394 | $129K |
| Deane Retirement Strategies, Inc. | 0.05% | Add +314.2% | 1,367 | $127K |
| FWL Investment Management, LLC | 0.03% | No change | 1,331 | $123K |
| First Horizon Corp. | 0.00% | Reduce -44.1% | 1,256 | $116K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.4% | 1,235 | $114K |
| LGT Financial Advisors LLC | 0.58% | Reduce -24.4% | 1,227 | $114K |
| Teachers Insurance & Annuity Association of America | 0.13% | New | 1,085 | $101K |
| Quadrant Capital Group LLC | 0.00% | New | 1,078 | $100K |
| Rothschild Investment LLC | 0.01% | Add +30.3% | 1,075 | $100K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,065 | $99K |
| NBT Bank, N.A. | 0.01% | Add +6.2% | 1,038 | $96K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +769.8% | 1,009 | $94K |
| WestEnd Advisors, LLC | 0.00% | Reduce -58.3% | 943 | $87K |
| Bank of New Hampshire | 0.02% | New | 928 | $86K |
| Root Financial Partners, LLC | 0.00% | Add +152.6% | 917 | $85K |
| Evolution Wealth Management Inc. | 0.06% | Reduce -0.4% | 827 | $77K |
| Signature Equity Partners, LLC | 0.04% | Add +810.3% | 792 | $73K |
| Purpose Unlimited Inc. | 0.00% | New | 771 | $71K |
| MBM Wealth Consultants, LLC | 0.02% | New | 756 | $70K |
| National Bank of Canada | 0.00% | New | 690 | $64K |
| Sound Income Strategies, LLC | 0.00% | No change | 655 | $62K |
| Abound Financial, LLC | 0.03% | Reduce -98.1% | 665 | $62K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 662 | $61K |
| Basepoint Wealth LLC | 0.03% | New | 648 | $60K |
| Barrett & Company, Inc. | 0.02% | Reduce -39.0% | 622 | $58K |
| Abound Wealth Management | 0.01% | New | 601 | $56K |
| Wells Financial Advisors INC | 0.25% | Reduce -39.1% | 600 | $56K |
| Clearstead Trust, LLC | 0.01% | No change | 586 | $54K |
| Key Capital Management, INC | 0.04% | Reduce -46.0% | 584 | $54K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -41.4% | 582 | $54K |
| Colonial Trust Co / SC | 0.01% | Reduce -4.8% | 552 | $51K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -46.8% | 551 | $51K |
| Bogart Wealth, LLC | 0.00% | Reduce -15.5% | 550 | $51K |
| Delos Wealth Advisors, LLC | 0.03% | New | 546 | $51K |
| Evergreen Advisors, LLC | 0.01% | New | 534 | $49K |
| Financial Management Professionals, Inc. | 0.01% | No change | 520 | $48K |
| GAMMA Investing LLC | 0.00% | No change | 476 | $44K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -98.0% | 469 | $43K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -82.8% | 469 | $43K |
| Financial Consulate, Inc. | 0.01% | No change | 450 | $42K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 449 | $42K |
| Costello Asset Management, INC | 0.01% | No change | 404 | $37K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +35.2% | 365 | $34K |
| Tsfg, LLC | 0.00% | New | 340 | $32K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 309 | $29K |
| Pacifica Partners Inc. | 0.01% | New | 304 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | Add +236.7% | 303 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Add +94.9% | 304 | $28K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 294 | $27K |
| City Holding Co. | 0.00% | Add +4.1% | 281 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Add +288.4% | 268 | $25K |
| CVA Family Office, LLC | 0.00% | New | 265 | $25K |
| Groupe la Francaise | 0.00% | No change | 300 | $24K |
| Salem Investment Counselors Inc. | 0.00% | New | 252 | $23K |
| Bokf, NA | 0.00% | No change | 250 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 236 | $22K |
| Archer Investment Corp | 0.00% | Add +571.4% | 235 | $22K |
| Main Street Group, LTD | 0.01% | New | 227 | $21K |
| United Financial Planning Group LLC | 0.01% | New | 226 | $21K |
| Citigroup Inc. | 0.00% | Reduce -31.5% | 222 | $21K |
| Financial Perspectives, Inc | 0.01% | No change | 217 | $20K |
| Consultiva Wealth Management, Corp. | 0.06% | New | 215 | $20K |
| Asset Dedication, LLC | 0.00% | Add +100.0% | 210 | $19K |
| Highline Wealth Partners LLC | 0.00% | Reduce -72.8% | 200 | $19K |
| Portus Wealth Advisors, LLC | 0.02% | New | 198 | $18K |
| Signaturefd, LLC | 0.00% | No change | 166 | $15K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 155 | $14K |
| Colonial Trust Advisors | 0.00% | No change | 150 | $14K |
| Zions Bancorporation, National Association | 0.00% | New | 150 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 148 | $13K |
| SouthState Bank Corp | 0.00% | Reduce -7.3% | 139 | $13K |
| JPL Wealth Management, LLC | 0.00% | New | 126 | $12K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 109 | $10K |
| Lanark Financial, Inc. | 0.00% | Reduce -94.7% | 108 | $10K |
| Go Invest LLC | 0.00% | Add +275.0% | 105 | $10K |
| Whittier Trust Co. | 0.00% | No change | 101 | $9K |
| Ameriflex Group, Inc. | 0.00% | New | 100 | $9K |
| Grove Bank & Trust | 0.00% | No change | 100 | $9K |
| MCF Advisors LLC | 0.00% | No change | 100 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 98 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -55.8% | 88 | $8K |
| Clarity Asset Management, Inc. | 0.00% | Add +80.0% | 81 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 70 | $7K |
| Minot DeBlois Advisors LLC | 0.01% | Reduce -50.0% | 75 | $7K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 73 | $7K |
| First Financial Corp. | 0.00% | No change | 72 | $7K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 72 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 70 | $6K |
| First Community Trust NA | 0.00% | Add +128.6% | 64 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 61 | $6K |
| First Command Advisory Services, Inc. | 0.00% | No change | 61 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $6K |
| Toth Financial Advisory Corp. | 0.00% | No change | 55 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +121.7% | 51 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $5K |
| American Capital Advisory, LLC | 0.00% | No change | 44 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 49 | $4K |
| Hillsdale Investment Management Inc. | 0.00% | Add +46.4% | 41 | $4K |
| Aspect Partners, LLC | 0.00% | Add +100.0% | 40 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 38 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 36 | $3K |
| Sachetta, LLC | 0.00% | New | 34 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 32 | $3K |
| Darwin Wealth Management, LLC | 0.00% | New | 27 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 25 | $2K |
| Covestor Ltd | 0.00% | Add +17.6% | 20 | $2K |
| Networth Advisors, LLC | 0.00% | Reduce -94.6% | 21 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 21 | $2K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 20 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 20 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 17 | $2K |
| Graney & King, LLC | 0.00% | New | 9 | $834 |
| Park Square Financial Group, LLC | 0.01% | Reduce -20.0% | 8 | $742 |
| Chilton Capital Management LLC | 0.00% | No change | 5 | $464 |
| Eukles Asset Management | 0.00% | Add +33.3% | 4 | $371 |
| Creative Capital Management Investments LLC | 0.00% | No change | 4 | $371 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $93 |
| Roble, Belko & Company, Inc | 0.00% | No change | 4 | $0 |
| Avion Wealth | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is GLDM's weight in each manager's 13F, not the share of SPDR Gold Minishares Trust the manager owns.