SPDR Gold Minishares TrustGLDMETF
13F holders, Q2 2026 (June 30)918holders +8
99new positions
83sold out
6famous investors
$79.43avg. 13F price*
At the end of Q2 2026, 918 institutions reported holding SPDR Gold Minishares Trust (GLDM) in their 13F filings, up 8 from Q1 2026. 99 opened new positions and 83 sold out. The largest holders were Sumitomo Mitsui Trust Group, Inc. ($1.6B), Wells Fargo & Company ($843.0M) and Morgan Stanley ($669.5M). 6 famous investors held it, including Chris Bloomstran (0.2% of Semper Augustus Investments's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SPDR Gold Minishares Trust
- Filed as
- WORLD GOLD TR (Q2 2026)
- CUSIP
- 98149E303
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $593.7M |
| Exits | 83 | $266.2M |
All 13F filers, Q1 2026 → Q2 2026: 35,570,385 shares bought and 10,073,345 shares sold, net +25,497,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 918 holders
| Sumitomo Mitsui Trust Group, Inc. | 0.91% | Add +7.9% | 20,057,308 | $1.6B |
| Wells Fargo & Company | 0.15% | Add +11.7% | 10,614,311 | $843.0M |
| Morgan Stanley | 0.04% | Reduce -4.3% | 8,429,598 | $669.5M |
| SBI Okasan Asset Management Co.Ltd. | 20.55% | Add +325.3% | 7,865,470 | $624.9M |
| MAI Capital Management | 2.27% | Add +38849.3% | 7,497,358 | $595.4M |
| Bank of America Corp. | 0.04% | Add +7.6% | 7,179,195 | $570.2M |
| Empower Advisory Group, LLC | 1.25% | Add +10.6% | 6,581,765 | $522.7M |
| State Street Corp. | 0.01% | Add +14.3% | 3,992,972 | $317.1M |
| Resona Asset Management Co.,Ltd. | 1.38% | Add +14.6% | 3,708,700 | $294.7M |
| LPL Financial LLC | 0.06% | Add +11.6% | 3,371,974 | $267.8M |
| Arizona PSPRS Trust | 9.93% | New | 3,356,524 | $266.6M |
| Cassaday & Co Wealth Management LLC | 4.97% | Add +0.2% | 3,334,702 | $264.8M |
| UBS Group AG | 0.04% | Add +4.7% | 3,215,193 | $255.4M |
| Ameriprise Financial Inc. | 0.04% | Add +1.4% | 2,752,229 | $219.9M |
| Signature Estate & Investment Advisors LLC | 3.62% | Add +7.5% | 2,531,014 | $201.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.16% | Add +31.5% | 2,108,788 | $167.5M |
| Cerity Partners LLC | 0.19% | Add +58.1% | 2,003,763 | $159.1M |
| Public Employees Retirement System of Ohio | 0.46% | Add +30.9% | 1,985,600 | $157.7M |
| Stifel Financial Corp. | 0.12% | Add +30.8% | 1,866,900 | $148.3M |
| HighTower Advisors, LLC | 0.14% | Add +11.6% | 1,770,810 | $140.6M |
| Prudential Financial Inc. | 0.15% | Add +4.3% | 1,751,574 | $139.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.16% | Reduce -9.7% | 1,629,472 | $129.4M |
| WealthNavi Inc. | 1.00% | Add +1551.0% | 1,614,358 | $128.2M |
| Osaic Holdings, Inc. | 0.15% | Add +0.7% | 1,601,335 | $127.2M |
| Gradient Investments LLC | 1.66% | Reduce -6.8% | 1,517,719 | $120.5M |
| Evergreen Quality Fund GP, Ltd. | 1.91% | Reduce -42.5% | 1,487,700 | $118.2M |
| Asset Management One Co., Ltd. | 0.29% | Reduce -2.8% | 1,444,626 | $114.7M |
| Regents of the University of California | 2.62% | No change | 1,438,678 | $114.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.5% | 1,288,752 | $102.4M |
| Hollow Brook Wealth Management LLC | 19.75% | Add +2.4% | 1,250,259 | $99.3M |
| Royal Bank of Canada | 0.02% | Reduce -13.3% | 1,211,099 | $96.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.5% | 1,153,183 | $91.6M |
| Benjamin Edwards Inc. | 0.82% | Add +42.8% | 1,126,266 | $89.4M |
| US Bancorp \de | 0.10% | Add +5.7% | 1,124,252 | $89.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.9% | 1,120,644 | $89.0M |
| Raymond James Financial Inc. | 0.02% | Add +10.2% | 1,057,616 | $84.0M |
| Cohen & Steers, Inc. | 0.12% | Reduce -11.8% | 985,318 | $78.3M |
| Tidal Investments LLC | 0.19% | Add +1.4% | 978,859 | $77.7M |
| Equitable Holdings, Inc. | 0.45% | Add +10.6% | 957,120 | $76.0M |
| Rockefeller Capital Management L.P. | 0.11% | Add +22.0% | 902,899 | $71.7M |
| Great Valley Advisor Group, Inc. | 1.09% | Add +6.0% | 866,299 | $68.8M |
| Nissay Asset Management Corp. /Japan | 0.28% | Reduce -1.5% | 826,482 | $65.6M |
| Bluespring Wealth Management, LLC | 1.24% | Add +105.8% | 812,554 | $64.5M |
| Argos Wealth Advisors, LLC | 16.36% | Reduce -0.2% | 777,903 | $61.8M |
| Farther Finance Advisors, LLC | 0.45% | Add +12.9% | 722,956 | $57.4M |
| Van Eck Associates Corp. | 0.03% | No change | 671,036 | $53.3M |
| 3EDGE Asset Management, LP | 2.37% | Add +1.5% | 668,550 | $53.1M |
| Nepc LLC | 0.98% | Add +28.6% | 664,100 | $52.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +39.1% | 663,735 | $52.7M |
| Cresset Asset Management, LLC | 0.19% | Reduce -0.3% | 653,400 | $51.9M |
| Diversify Advisory Services, LLC | 0.86% | New | 634,699 | $51.3M |
| Diversify Wealth Management, LLC | 0.86% | Reduce -11.9% | 634,699 | $51.3M |
| Fullerton Fund Management Co Ltd. | 3.26% | Add +94.4% | 639,081 | $50.8M |
| Parcion Private Wealth LLC | 2.77% | Add +0.5% | 628,609 | $49.9M |
| Citadel Advisors | 0.03% | Add +320.2% | 614,789 | $48.8M |
| Verde Servicos Internacionais S.A. | 17.32% | No change | 595,207 | $47.3M |
| Strategic Financial Services, Inc. | 1.95% | Reduce -3.8% | 561,408 | $44.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +26.1% | 533,694 | $42.4M |
| Greenline Partners, LLC | 4.23% | Reduce -1.1% | 523,445 | $41.6M |
| Confluence Investment Management LLC | 0.65% | Add +57.0% | 522,617 | $41.5M |
| SBI Securities Co., Ltd. | 0.94% | Reduce -10.6% | 519,886 | $41.3M |
| Cetera Investment Advisers | 0.04% | Add +5.9% | 517,560 | $41.1M |
| MBL Wealth, LLC | 2.80% | Add +1.1% | 516,616 | $41.0M |
| American Investment Services, Inc. | 8.25% | Add +4.8% | 491,625 | $39.0M |
| Corient Private Wealth LP | 0.05% | Reduce -1.5% | 474,192 | $37.7M |
| Bangor Savings Bank | 2.74% | Add +0.1% | 468,405 | $37.2M |
| Wealthfront Advisers LLC | 0.07% | Add +0.1% | 458,933 | $36.4M |
| Creative Planning | 0.02% | Reduce -16.6% | 456,002 | $36.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -1.7% | 451,418 | $35.9M |
| Fulton Breakefield Broenniman LLC | 2.11% | Add +32.3% | 451,102 | $35.8M |
| Evercore Wealth Management, LLC | 0.49% | Add +11.0% | 438,275 | $34.8M |
| Sentinel Pension Advisors, LLC | 4.39% | Add +4.9% | 421,382 | $33.5M |
| Mission Creek Capital Partners, Inc. | 5.35% | Reduce -0.3% | 382,931 | $30.4M |
| TLT Family Holdco ULC | 4.26% | New | 377,800 | $30.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.71% | Reduce -44.9% | 373,169 | $29.6M |
| Mariner, LLC | 0.03% | Add +2.4% | 355,809 | $28.3M |
| Jane Street Group, LLC | 0.02% | New | 315,903 | $25.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -17.4% | 304,165 | $24.2M |
| Assetmark, Inc. | 0.04% | Reduce -20.6% | 293,305 | $23.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.5% | 289,546 | $23.0M |
| &partners | 0.09% | Add +28.5% | 280,855 | $22.3M |
| AE Wealth Management LLC | 0.10% | Add +11.3% | 277,490 | $22.0M |
| Continuum Wealth Advisors, LLC | 7.38% | Add +8.1% | 275,191 | $21.9M |
| Evernest Financial Advisors, LLC | 4.56% | Reduce -1.9% | 274,270 | $21.8M |
| China Universal Asset Management Co., Ltd. | 1.30% | Reduce -22.0% | 272,700 | $21.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -18.9% | 269,700 | $21.4M |
| Renaissance Technologies | 0.03% | Add +74.7% | 264,100 | $21.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +54.5% | 258,878 | $20.6M |
| NavPoint Financial, Inc. | 7.56% | Reduce -0.1% | 256,791 | $20.4M |
| Virtu Financial LLC | 0.62% | New | 247,787 | $19.7M |
| Composition Wealth, LLC | 0.23% | Reduce -1.8% | 246,517 | $19.6M |
| Investment Management Associates Inc. | 4.96% | New | 245,796 | $19.5M |
| Alvarez & Marsal Private Wealth Partners, LLC | 2.51% | No change | 240,000 | $19.1M |
| Brandywine Oak Private Wealth LLC | 1.44% | Add +7.5% | 238,457 | $18.9M |
| Timber Creek Capital Management LLC | 3.80% | Add +0.3% | 234,486 | $18.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -69.6% | 227,684 | $18.1M |
| LTS Liquid Investments LLC | 9.67% | New | 227,562 | $18.1M |
| MML Investors Services, LLC | 0.04% | Add +14.8% | 226,426 | $18.0M |
| Austin Wealth Management, LLC | 3.67% | Add +7.5% | 218,666 | $17.4M |
| Gould Asset Management LLC | 2.73% | Add +141.1% | 217,970 | $17.3M |
| Deutsche Bank AG | 0.01% | Reduce -1.3% | 214,950 | $17.1M |
| CoreCap Advisors, LLC | 0.50% | Add +0.2% | 214,694 | $17.1M |
| Summitas Investment Management LLC | 12.37% | Reduce -4.6% | 209,626 | $16.6M |
| Quent Capital, LLC | 0.98% | Add +13.3% | 200,666 | $15.9M |
| a16z Perennial Management, L.P. | 1.27% | New | 198,110 | $15.7M |
| Penserra Capital Management LLC | 0.12% | Add +11.9% | 195,096 | $15.5M |
| Sage Private Wealth Group, LLC | 6.42% | Add +8.6% | 179,875 | $14.3M |
| Harbor Investment Advisory, LLC | 0.99% | Add +4.5% | 178,090 | $14.1M |
| Peak Financial Advisors LLC | 5.72% | Add +5.2% | 173,948 | $13.8M |
| IHT Wealth Management, LLC | 0.29% | Reduce -1.7% | 172,472 | $13.7M |
| Nottingham Advisors, Inc. | 1.58% | Reduce -4.7% | 156,625 | $13.3M |
| Alliance Wealth Advisors, LLC | 2.50% | New | 166,580 | $13.2M |
| Quantum Financial Advisors, LLC | 1.31% | Reduce -4.1% | 166,254 | $13.2M |
| Wealthcare Advisory Partners LLC | 0.25% | Add +0.7% | 164,826 | $13.1M |
| Avid Wealth Partners LLC | 6.33% | Add +6.8% | 164,747 | $13.1M |
| Warren Street Wealth Advisors, LLC | 2.92% | Add +4.3% | 162,858 | $12.9M |
| January Capital Advisors LLC | 10.57% | Add +288.4% | 159,214 | $12.6M |
| Apriem Advisors | 1.09% | Add +201.9% | 159,205 | $12.6M |
| Buck Wealth Strategies, LLC | 1.32% | Add +2.0% | 159,140 | $12.6M |
| Retirement Income Solutions, Inc. | 2.07% | No change | 129,822 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +13.3% | 147,721 | $12.0M |
| R. W. Roge & Company, Inc. | 4.98% | Add +2.8% | 147,721 | $11.7M |
| New Perspectives, Inc | 3.53% | Reduce -9.2% | 144,811 | $11.5M |
| Money Concepts Capital Corp. | 0.53% | New | 143,547 | $11.4M |
| Accretive Wealth Partners, LLC | 2.72% | Add +8.6% | 140,951 | $11.2M |
| AQR Capital Management | 0.00% | Add +3.9% | 139,218 | $11.1M |
| Plum Street Advisors, LLC | 3.50% | New | 138,085 | $11.0M |
| McAlvany Wealth Management LLC | 8.19% | Reduce -13.3% | 137,885 | $11.0M |
| Walkner Condon Financial Advisors LLC | 1.26% | Add +13.4% | 137,537 | $10.9M |
| AA Financial Advisors, LLC | 1.30% | Add +64.2% | 136,361 | $10.8M |
| Pitcairn Wealth Advisors LLC | 1.18% | Add +58.1% | 135,573 | $10.8M |
| KPP Advisory Services LLC | 1.27% | Add +10.0% | 126,522 | $10.0M |
| Arax Advisory Partners | 0.07% | Add +56.0% | 123,608 | $9.8M |
| Fifth Third Bancorp | 0.02% | Add +12.6% | 123,404 | $9.8M |
| Stratos Wealth Advisors, LLC | 0.53% | Add +7.2% | 122,220 | $9.7M |
| Allen Capital Group, LLC | 0.79% | Add +4968.4% | 121,388 | $9.6M |
| Inspirion Wealth Advisors, LLC | 1.09% | Add +0.6% | 119,119 | $9.5M |
| Wealth Advisory Solutions, LLC | 1.95% | Reduce -0.2% | 119,715 | $9.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +12.2% | 117,731 | $9.4M |
| AAF Wealth Management, LLC | 3.44% | New | 117,528 | $9.3M |
| Kraft, Davis & Associates, LLC | 1.93% | Add +1.1% | 114,636 | $9.2M |
| RM Financial Services, LLC | 6.83% | Add +0.4% | 115,788 | $9.2M |
| Napier Financial, LLC | 1.90% | Reduce -0.3% | 114,725 | $9.1M |
| Truist Financial Corp. | 0.01% | Add +9.0% | 113,781 | $9.0M |
| Sei Investments Co. | 0.01% | Reduce -43.0% | 113,486 | $9.0M |
| School Employees Retirement Board of Ohio | 3.24% | New | 113,357 | $9.0M |
| AMJ Financial Wealth Management | 2.09% | No change | 95,394 | $8.8M |
| Hudson Capital Management LLC | 2.11% | Reduce -1.7% | 106,828 | $8.5M |
| Jones Financial Companies LLLP | 0.00% | Add +15.8% | 105,157 | $8.5M |
| McMorgan & Co. LLC | 1.27% | Reduce -12.6% | 105,909 | $8.4M |
| Tidemark, LLC | 1.87% | Reduce -9.6% | 104,713 | $8.3M |
| Main Street Financial Solutions, LLC | 0.53% | Add +4.2% | 104,211 | $8.3M |
| Daiwa Securities Group Inc. | 0.02% | Add +11.1% | 104,177 | $8.3M |
| Franklin Resources Inc. | 0.00% | Add +13.2% | 103,094 | $8.2M |
| Secure Asset Management, LLC | 1.15% | New | 102,922 | $8.2M |
| Managed Asset Portfolios, LLC | 0.92% | Add +1.2% | 101,567 | $8.1M |
| Purus Wealth Management, LLC | 2.21% | Reduce -2.8% | 101,226 | $8.0M |
| Zhang Financial LLC | 0.23% | Add +2.6% | 100,369 | $8.0M |
| Pinnacle Financial Partners, Inc. | 0.05% | Add +1.1% | 100,221 | $8.0M |
| Stansberry Asset Management, LLC | 0.75% | Add +5.3% | 98,737 | $7.8M |
| Chatham Capital Group, Inc. | 0.99% | Add +0.8% | 98,062 | $7.8M |
| Entrewealth, LLC | 2.87% | Add +25.0% | 92,074 | $7.7M |
| Cabot Wealth Management Inc. | 0.78% | Add +7.7% | 96,935 | $7.7M |
| Park Avenue Securities LLC | 0.05% | New | 96,631 | $7.7M |
| Fiducient Advisors LLC | 1.10% | No change | 96,619 | $7.7M |
| PFG Advisors | 0.38% | Reduce -6.0% | 96,161 | $7.6M |
| Element Pointe Advisors, LLC | 1.23% | Add +2.2% | 95,869 | $7.6M |
| Janney Montgomery Scott LLC | 0.01% | New | 95,178 | $7.6M |
| Versant Capital Management, Inc | 0.67% | Reduce -2.6% | 94,750 | $7.5M |
| Baker Tilly Wealth Management, LLC | 1.61% | Reduce -5.8% | 94,227 | $7.5M |
| Integrated Advisors Network LLC | 0.34% | Add +3.7% | 93,457 | $7.4M |
| Wilkerson Advisory Group LLC | 2.24% | Reduce -0.9% | 91,948 | $7.3M |
| Avior Wealth Management, LLC | 0.19% | Add +0.6% | 91,749 | $7.3M |
| Bright Financial Advisors, Inc. | 3.04% | Add +6.9% | 91,401 | $7.3M |
| Advisory Services Network, LLC | 0.08% | Add +0.5% | 89,723 | $7.1M |
| Cardinal Strategic Wealth Guidance | 1.60% | Reduce -33.6% | 89,116 | $7.1M |
| Archford Capital Strategies, LLC | 0.72% | Add +6.8% | 89,093 | $7.1M |
| Copley Financial Group, Inc. | 4.27% | Reduce -46.1% | 88,903 | $7.1M |
| Glenview Trust Co | 0.10% | Reduce -0.1% | 88,233 | $7.0M |
| Foundations Investment Advisors, LLC | 0.07% | Add +24.4% | 88,030 | $7.0M |
| Integrity Wealth Solutions LLC | 2.57% | Add +0.5% | 87,645 | $7.0M |
| Lodestar Private Asset Management LLC | 0.60% | Reduce -0.8% | 87,109 | $6.9M |
| Aptus Capital Advisors, LLC | 0.05% | Add +0.1% | 85,953 | $6.8M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -22.0% | 85,682 | $6.8M |
| Brookstone Capital Management | 0.07% | Reduce -6.5% | 85,518 | $6.8M |
| Avos Capital Management, LLC | 2.69% | Add +2.6% | 81,444 | $6.5M |
| Seven Post Investment Office LP | 1.79% | Add +12.6% | 79,348 | $6.3M |
| Courier Capital LLC | 0.31% | Add +10.7% | 78,531 | $6.2M |
| Team Financial Group, LLC | 2.65% | Add +5.0% | 78,500 | $6.2M |
| Financial Guidance Group, Inc. | 2.33% | Reduce -2.0% | 78,428 | $6.2M |
| DeDora Capital, Inc. | 1.34% | Add +12.8% | 77,348 | $6.1M |
| Compass Wealth Management, LLC | 2.44% | Add +6.8% | 77,151 | $6.1M |
| Aureum Wealth Management, LLC | 3.74% | Add +7.1% | 75,875 | $6.0M |
| Financial Planning Navigators CORP | 2.26% | New | 75,868 | $6.0M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +8.4% | 75,445 | $6.0M |
| AMG National Trust Bank | 0.12% | Add +17.5% | 75,313 | $6.0M |
| Penobscot Wealth Management | 1.60% | Add +20.0% | 75,295 | $6.0M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +26.1% | 74,190 | $5.9M |
| Lido Advisors, LLC | 0.02% | Reduce -4.8% | 74,058 | $5.9M |
| Wealthspire Advisors, LLC | 0.03% | Add +21.0% | 73,273 | $5.8M |
| Stapp Wealth Management, PLLC | 7.58% | Add +0.9% | 73,084 | $5.8M |
| Chatterton & Associates Inc. | 3.41% | Add +22.1% | 70,991 | $5.8M |
| Tudor Investment Corporation | 0.02% | Reduce -26.1% | 71,374 | $5.7M |
| Lynx Investment Advisory | 1.85% | Reduce -1.3% | 71,293 | $5.7M |
| Encompass More Asset Management | 0.81% | Reduce -67.0% | 69,393 | $5.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.09% | Add +0.3% | 68,674 | $5.5M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -8.6% | 68,171 | $5.4M |
| Compass Ion Advisors, LLC | 0.46% | Add +1.7% | 67,152 | $5.3M |
| Moneco Advisors, LLC | 0.32% | Add +7.8% | 66,585 | $5.3M |
| Essex Financial Services, Inc. | 0.26% | Reduce -2.1% | 65,431 | $5.2M |
| Global Retirement Partners, LLC | 0.08% | — | 65,278 | $5.2M |
| Cedar Point Capital Partners, LLC | 2.98% | Add +6.8% | 65,255 | $5.2M |
| Royal Harbor Partners, LLC | 1.58% | Add +0.3% | 64,341 | $5.1M |
| Relyea Zuckerberg Hanson LLC | 0.42% | Add +0.8% | 63,878 | $5.1M |
| Sankala Group LLC | 3.36% | Add +12.2% | 58,346 | $5.0M |
| Richard P Slaughter Associates Inc | 0.99% | Add +9.6% | 62,554 | $5.0M |
| Upper Left Wealth Management, LLC | 2.74% | Reduce -1.6% | 62,175 | $4.9M |
| Level Four Advisory Services, LLC | 0.14% | New | 62,028 | $4.9M |
| Roan Capital Partners | 4.05% | Reduce -23.9% | 61,544 | $4.9M |
| Churchill Financial Advisors, LLC | 0.90% | Add +10.4% | 58,843 | $4.7M |
| Kraematon Investment Advisors, Inc. | 3.48% | Reduce -0.9% | 58,786 | $4.7M |
| KWB Wealth | 0.40% | Reduce -53.1% | 58,748 | $4.7M |
| Bank of Montreal | 0.00% | Reduce -3.2% | 58,071 | $4.6M |
| GC Wealth Management RIA, LLC | 0.26% | New | 57,375 | $4.6M |
| Empowered Funds, LLC | 0.02% | Add +30.7% | 57,160 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +7.2% | 56,929 | $4.5M |
| Welch Group, LLC | 0.15% | Add +14.8% | 56,867 | $4.5M |
| Claro Advisors Inc. | 0.47% | Add +0.0% | 56,739 | $4.5M |
| OakTrust Wealth Advisors, LLC | 3.86% | Add +0.9% | 56,356 | $4.5M |
| Catalyst Capital Advisors LLC | 0.07% | No change | 56,300 | $4.5M |
| Heritage Wealth Advisors | 0.15% | Add +85.8% | 56,161 | $4.5M |
| Flagship Harbor Advisors, LLC | 0.17% | Reduce -11.6% | 56,160 | $4.5M |
| Palladiem, LLC | 4.30% | New | 55,829 | $4.4M |
| Marex Group Ltd | 0.03% | Add +22.5% | 55,138 | $4.4M |
| CI Investments Inc. | 0.01% | No change | 55,034 | $4.4M |
| Brown Brothers Harriman & Co. | 0.02% | Add +1.1% | 53,900 | $4.3M |
| Forbes Financial Planning, Inc. | 2.28% | Reduce -0.4% | 53,510 | $4.2M |
| Patten Group, Inc. | 0.66% | Reduce -0.3% | 53,393 | $4.2M |
| Modern Wealth Management, LLC | 0.05% | Reduce -52.8% | 53,067 | $4.2M |
| CFS Investment Advisory Services, LLC | 0.28% | Reduce -9.0% | 51,434 | $4.2M |
| Joseph Group Capital Management | 0.88% | Add +5.5% | 52,735 | $4.2M |
| JNBA Financial Advisors | 0.32% | Reduce -9.1% | 52,392 | $4.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +7.0% | 51,900 | $4.1M |
| Detalus Advisors, LLC | 0.80% | Add +2.4% | 51,663 | $4.1M |
| Henderson Brothers Financial Partners, LLC | 1.94% | Reduce -59.2% | 51,599 | $4.1M |
| Larson Financial Group LLC | 0.11% | Add +53.5% | 51,460 | $4.1M |
| DV Trading LLC | 0.34% | Add +70.2% | 51,431 | $4.1M |
| Stonebridge Financial Group, LLC | 0.31% | Add +5.4% | 51,407 | $4.1M |
| Valmark Advisers, Inc. | 0.04% | Add +12.1% | 50,954 | $4.0M |
| Baker Ellis Asset Management LLC | 0.41% | Reduce -8.0% | 50,275 | $4.0M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -31.4% | 50,263 | $4.0M |
| Financial Enhancement Group LLC | 0.47% | Add +7.8% | 49,899 | $4.0M |
| Scotia Capital Inc. | 0.01% | Add +12.8% | 49,593 | $3.9M |
| Choreo, LLC | 0.04% | Reduce -2.6% | 49,184 | $3.9M |
| Jacobi Capital Management LLC | 0.19% | Reduce -2.8% | 48,559 | $3.9M |
| Beckerman Institutional, LLC | 1.83% | Reduce -5.8% | 48,362 | $3.8M |
| Integrity Alliance, Llc. | 0.12% | Reduce -41.2% | 48,061 | $3.8M |
| Marble Harbor Investment Counsel, LLC | 0.38% | Reduce -1.0% | 47,600 | $3.8M |
| Horst & Graben Wealth Management LLC | 0.50% | Add +18.5% | 47,121 | $3.8M |
| Bridgewater Advisors Inc. | 0.20% | Add +0.6% | 46,238 | $3.7M |
| Intesa Sanpaolo Wealth Management | 0.74% | Reduce -16.6% | 46,638 | $3.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +16.6% | 46,611 | $3.7M |
| Tennessee Valley Asset Management Partners | 0.41% | Add +4.1% | 46,564 | $3.7M |
| American Trust | 0.28% | Reduce -8.3% | 45,334 | $3.7M |
| Collaborative Wealth Managment Inc. | 1.55% | Add +21.1% | 46,477 | $3.7M |
| Apella Capital, LLC | 0.05% | Reduce -5.0% | 45,276 | $3.7M |
| Gateway Wealth Partners, LLC | 0.22% | Reduce -39.5% | 46,166 | $3.7M |
| Fortis Advisors, LLC | 1.70% | Reduce -2.0% | 45,800 | $3.6M |
| New England Private Wealth Advisors LLC | 0.35% | Add +4.8% | 44,838 | $3.6M |
| Gotham Asset Management | 0.01% | Add +37.5% | 45,236 | $3.6M |
| Mills Wealth Advisors LLC | 1.12% | Add +2.0% | 44,793 | $3.6M |
| Hobbs Group Advisors, LLC | 0.91% | Reduce -6.9% | 43,356 | $3.4M |
| Financial Life Advisors | 0.98% | Reduce -34.2% | 43,332 | $3.4M |
| Mutual Advisors, LLC | 0.06% | Add +3.8% | 42,903 | $3.4M |
| Heritage Family Offices, LLP | 1.28% | Add +49.0% | 41,784 | $3.3M |
| Pacific Excel Wealth Advisors, Inc. | 1.28% | New | 41,784 | $3.3M |
| One Wealth Advisors, LLC | 0.37% | Add +14.2% | 41,686 | $3.3M |
| Physician Wealth Advisors, Inc. | 0.38% | Add +27.5% | 40,244 | $3.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -96.8% | 40,205 | $3.2M |
| Sentinel Trust Co. Lba | 0.28% | Add +524.6% | 39,693 | $3.2M |
| Simplicity Wealth,LLC | 0.10% | Add +39.9% | 39,050 | $3.1M |
| Legacy Capital Wealth Partners, LLC | 0.59% | Add +0.4% | 39,047 | $3.1M |
| Magnolia Private Wealth, LLC | 1.67% | Add +0.6% | 147,199 | $3.0M |
| Destiny Capital Corp | 1.41% | Add +205.3% | 38,055 | $3.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.42% | Reduce -7.9% | 37,516 | $3.0M |
| Citizens Financial Group Inc. | 0.04% | Reduce -2.3% | 36,803 | $2.9M |
| Western Wealth Management, LLC | 0.09% | Reduce -2.3% | 35,934 | $2.9M |
| Merit Financial Group, LLC | 0.02% | Add +4.4% | 35,912 | $2.9M |
| Portside Wealth Group, LLC | 0.33% | Add +12.0% | 35,378 | $2.8M |
| American National Bank of Texas | 2.55% | Reduce -0.8% | 35,184 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.1% | 33,838 | $2.7M |
| BCM Advisors, LLC | 0.52% | Add +76.4% | 33,154 | $2.7M |
| Clear Harbor Asset Management, LLC | 0.17% | Reduce -6.5% | 33,409 | $2.7M |
| Hudson Oak Wealth Advisory LLC | 2.04% | Reduce -1.6% | 33,285 | $2.6M |
| Financial Planning Hawaii, Inc. | 1.42% | No change | 33,250 | $2.6M |
| Nomura Asset Management International Inc. | 0.00% | Add +118.0% | 33,214 | $2.6M |
| Rakuten Securities, Inc. | 0.61% | Reduce -10.0% | 33,090 | $2.6M |
| WFA of San Diego, LLC | 2.13% | Reduce -3.8% | 30,106 | $2.6M |
| Mitchell McLeod Pugh & Williams Inc. | 0.32% | Add +76.3% | 32,478 | $2.6M |
| Visionary Wealth Advisors | 0.10% | Add +46.3% | 31,814 | $2.5M |
| Sigma Planning Corp | 0.06% | Add +63.8% | 31,713 | $2.5M |
| Boothbay Fund Management, LLC | 0.05% | Reduce -10.2% | 31,600 | $2.5M |
| Peak Retirement Planning, Inc. | 0.40% | New | 31,598 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Add +2.9% | 31,417 | $2.5M |
| WBH Advisory Inc. | 0.17% | Reduce -2.6% | 31,326 | $2.5M |
| Headlands Technologies LLC | 0.26% | New | 31,269 | $2.5M |
| Paul R. Ried Financial Group, LLC | 1.07% | Reduce -5.4% | 30,899 | $2.5M |
| Nwam LLC | 0.12% | Add +93.6% | 30,743 | $2.4M |
| Uptick Partners, LLC | 0.38% | Add +23.8% | 30,613 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +8.3% | 30,199 | $2.4M |
| Fidelis Capital Partners, LLC | 0.14% | Add +21.1% | 30,003 | $2.4M |
| Fiduciary Trust Co | 0.03% | Add +7.4% | 29,799 | $2.4M |
| Captrust Financial Advisors | 0.00% | Reduce -1.5% | 29,695 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -11.0% | 29,499 | $2.3M |
| Fiduciary Financial Advisors | 0.24% | New | 29,355 | $2.3M |
| Forbes J M & Co. LLP | 0.18% | No change | 29,211 | $2.3M |
| Aspetuck Financial Management LLC | 1.36% | Add +1.3% | 29,076 | $2.3M |
| Fourth Dimension Wealth, LLC | 0.73% | New | 29,058 | $2.3M |
| Vertex Planning Partners, LLC | 0.34% | Add +29.6% | 29,047 | $2.3M |
| PDS Planning, Inc | 0.13% | No change | 28,787 | $2.3M |
| Macroview Investment Management LLC | 1.38% | New | 28,020 | $2.2M |
| Q3 Asset Management | 0.41% | New | 25,152 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -17.4% | 27,762 | $2.2M |
| Independent Financial Group, LLC | 0.04% | Add +3.1% | 27,725 | $2.2M |
| Choate Investment Advisors | 0.04% | No change | 27,598 | $2.2M |
| Bravias Capital Group, LLC | 1.29% | Add +7.0% | 27,359 | $2.2M |
| LifeGoal Investments, LLC | 0.99% | Add +9.2% | 27,323 | $2.2M |
| IFP Advisors, Inc | 0.04% | Add +4.8% | 27,158 | $2.2M |
| Clark Asset Management, LLC | 0.17% | Add +89.0% | 27,120 | $2.2M |
| SHP Wealth Management | 0.15% | Add +27.8% | 26,942 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -35.1% | 26,827 | $2.1M |
| Genesis Wealth Advisors, LLC | 1.27% | Reduce -19.4% | 26,718 | $2.1M |
| Myecfo, LLC | 0.80% | Add +12.4% | 26,651 | $2.1M |
| Vaughan David Investments LLC | 0.04% | No change | 26,600 | $2.1M |
| Brown Financial Advisors | 0.74% | Reduce -8.3% | 26,599 | $2.1M |
| Shira Ridge Wealth Management | 0.73% | Reduce -31.2% | 26,379 | $2.1M |
| WCG Wealth Advisors LLC | 0.05% | Reduce -1.0% | 26,259 | $2.1M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 25,500 | $2.1M |
| Certified Advisory Corp | 0.17% | Add +4.9% | 26,079 | $2.1M |
| Brown Miller Wealth Management, LLC | 0.52% | Add +7.2% | 25,958 | $2.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +86.5% | 25,798 | $2.0M |
| McNaughton Wealth Management, LLC | 0.72% | Add +14.0% | 25,639 | $2.0M |
| Gradient Capital Advisors, LLC | 0.47% | Reduce -1.3% | 25,547 | $2.0M |
| Certior Financial Group, LLC | 1.11% | New | 25,401 | $2.0M |
| Waverly Advisors, LLC | 0.01% | Add +36.4% | 25,362 | $2.0M |
| Kickstand Ventures, Llc. | 0.36% | Reduce -11.1% | 24,956 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -5.2% | 24,835 | $2.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.30% | Add +204.6% | 24,776 | $2.0M |
| BlackDiamond Wealth Management, LLC | 0.79% | Reduce -8.2% | 22,588 | $2.0M |
| Mayflower Financial Advisors, LLC | 0.17% | Add +7.9% | 24,653 | $2.0M |
| One Charles Private Wealth Services, LLC | 0.45% | Reduce -2.4% | 24,604 | $2.0M |
| Sargent Investment Group, LLC | 0.23% | Add +3.7% | 24,507 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | Add +1.5% | 24,420 | $1.9M |
| Semper Augustus Investments | 0.22% | Add +0.3% | 24,063 | $1.9M |
| Curry Webb Wealth Management LLC | 0.78% | Reduce -1.2% | 23,591 | $1.9M |
| Wealth Management Nebraska | 0.17% | New | 23,468 | $1.9M |
| Leading Edge Financial Planning LLC | 0.33% | Add +27.5% | 23,442 | $1.9M |
| RCW Management, LLC | 1.64% | Reduce -8.3% | 23,081 | $1.8M |
| Savvy Advisors, Inc. | 0.04% | Add +297.7% | 23,046 | $1.8M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -4.1% | 23,020 | $1.8M |
| Oxbow Advisors, LLC | 0.15% | New | 22,975 | $1.8M |
| Kingsview Wealth Management, LLC | 0.02% | Add +2.6% | 22,915 | $1.8M |
| IFG Advisory, LLC | 0.06% | New | 22,381 | $1.8M |
| Pecaut & Co. | 0.54% | Add +0.1% | 22,268 | $1.8M |
| Mattson Financial Services, LLC | 0.36% | Reduce -2.9% | 22,110 | $1.7M |
| Hollencrest Capital Management | 0.11% | Reduce -0.0% | 21,902 | $1.7M |
| Thrive Capital Management, LLC | 0.33% | Reduce -52.8% | 21,888 | $1.7M |
| Valicenti Advisory Services Inc. | 0.33% | Add +9.3% | 21,860 | $1.7M |
| Three Magnolias Financial Advisors, LLC | 0.97% | New | 21,843 | $1.7M |
| CacheTech Inc. | 0.28% | Add +60.4% | 21,843 | $1.7M |
| Vista Finance, LLC | 0.96% | Add +117.1% | 21,605 | $1.7M |
| Pennington Partners & Co., LLC | 0.55% | New | 21,582 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +0.8% | 21,417 | $1.7M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -2.3% | 21,404 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Add +13.5% | 21,157 | $1.7M |
| Hegarty Advisors, LLC | 1.16% | Add +1.7% | 21,146 | $1.7M |
| Carret Asset Management, LLC | 0.15% | No change | 21,124 | $1.7M |
| Altfest L J & Co. Inc. | 0.16% | Reduce -33.7% | 20,974 | $1.7M |
| Sovran Advisors, LLC | 0.12% | Add +2.6% | 20,611 | $1.6M |
| Mosaic Family Wealth Partners, LLC | 0.11% | Add +597.0% | 20,700 | $1.6M |
| Betterment LLC | 0.00% | Add +14.0% | 20,687 | $1.6M |
| Hutchinson Capital Management | 0.28% | Reduce -20.0% | 20,343 | $1.6M |
| Mission Wealth Management, LP | 0.02% | Reduce -17.0% | 20,336 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Reduce -18.6% | 20,322 | $1.6M |
| Fiduciary Alliance LLC | 0.11% | Add +13.9% | 20,251 | $1.6M |
| National Bank of Canada | 0.00% | Add +2836.1% | 20,259 | $1.6M |
| Medici Capital LLC | 3.14% | Reduce -11.0% | 20,200 | $1.6M |
| Merkkuri Wealth Advisors LLC | 0.99% | Add +13.3% | 20,162 | $1.6M |
| Savant Capital, LLC | 0.00% | Add +119.0% | 18,714 | $1.6M |
| Paladin Wealth, LLC | 0.93% | Add +0.6% | 20,138 | $1.6M |
| Eagle Global Advisors LLC | 0.05% | No change | 20,100 | $1.6M |
| Petix & Botte Co | 0.32% | Add +96.5% | 20,092 | $1.6M |
| Foronjy Financial LLC | 0.58% | Add +2.8% | 19,778 | $1.6M |
| Medallion Wealth Advisors, LLC | 0.49% | New | 19,572 | $1.6M |
| Milestones Private Investment Advisors LLC | 1.23% | Reduce -43.6% | 19,523 | $1.6M |
| Summit Financial, LLC | 0.02% | Reduce -27.1% | 19,497 | $1.5M |
| Quartz Partners, LLC | 0.50% | Reduce -0.2% | 19,269 | $1.5M |
| Wellington-Altus USA Inc. | 1.09% | Reduce -3.2% | 16,462 | $1.5M |
| Kendall Capital Management | 0.25% | Add +12.0% | 19,124 | $1.5M |
| Diligent Investors, LLC | 0.34% | No change | 19,011 | $1.5M |
| YHB Investment Advisors, Inc. | 0.10% | Add +2.0% | 18,956 | $1.5M |
| Gambit Capital Management, LLC | 0.88% | Add +42.7% | 18,924 | $1.5M |
| InTrack Investment Management Inc | 0.74% | Add +2.8% | 18,836 | $1.5M |
| Daviman Financial, LLC | 0.81% | Add +9.6% | 18,435 | $1.5M |
| Cibc World Market Inc. | 0.00% | Add +20.8% | 18,331 | $1.5M |
| Perennial Investment Advisors, LLC | 0.10% | Add +8.0% | 18,118 | $1.4M |
| Capital Financial Group Inc\co\ | 0.73% | Reduce -44.1% | 17,623 | $1.4M |
| Pathway Financial Advisors LLC | 0.16% | No change | 16,965 | $1.4M |
| Capital Analysts, LLC | 0.03% | Add +8.5% | 17,289 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +41.0% | 17,230 | $1.4M |
| Copia Wealth Management | 0.82% | Add +7.4% | 17,155 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | Add +14.5% | 17,093 | $1.4M |
| S. R. Schill & Associates | 0.81% | Add +9.9% | 16,867 | $1.3M |
| Interchange Capital Partners, LLC | 0.25% | New | 16,801 | $1.3M |
| Wealthcare Capital Partners, LLC | 0.55% | Add +2.6% | 16,706 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.2% | 16,627 | $1.3M |
| ZEGA Investments, LLC | 0.22% | Reduce -4.3% | 16,394 | $1.3M |
| JBR Co Financial Management Inc | 0.47% | Add +46.4% | 16,379 | $1.3M |
| Noble Wealth Partners LLC | 1.12% | — | 16,207 | $1.3M |
| Piedmont Capital Management, LLC | 0.64% | Reduce -93.0% | 15,681 | $1.3M |
| Compound Planning, Inc. | 0.03% | Reduce -1.2% | 15,837 | $1.3M |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -31.6% | 15,796 | $1.3M |
| HighPoint Advisor Group LLC | 0.04% | Add +24.9% | 15,699 | $1.2M |
| Aberdeen Group plc | 0.00% | Add +5.4% | 15,683 | $1.2M |
| Caerus Investment Advisors, LLC | 0.42% | No change | 15,658 | $1.2M |
| Blueprint Investment Partners LLC | 0.10% | New | 15,628 | $1.2M |
| Blueprint Financial Advisors LLC | 0.14% | New | 15,593 | $1.2M |
| First Heartland Consultants, Inc. | 0.08% | Add +93.5% | 15,587 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +91.8% | 15,548 | $1.2M |
| Formidable Asset Management, LLC | 0.20% | Reduce -0.6% | 13,314 | $1.2M |
| Nicolet Bankshares Inc. | 0.04% | Add +1.4% | 15,476 | $1.2M |
| Frederick Financial Consultants, LLC | 0.52% | Add +1.9% | 15,438 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -46.2% | 15,438 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.10% | Reduce -1.8% | 15,226 | $1.2M |
| First Financial Bank - Trust Division | 0.09% | No change | 15,176 | $1.2M |
| Wealth Alliance, LLC | 0.10% | Add +103.3% | 15,079 | $1.2M |
| FMR LLC | 0.00% | Add +6.3% | 14,927 | $1.2M |
| Silver Oak Securities, Incorporated | 0.07% | Add +0.9% | 14,890 | $1.2M |
| TD Capital Management LLC | 0.10% | Add +645.7% | 14,861 | $1.2M |
| Valtinson Bruner Financial Planning LLC | 0.29% | Add +4.8% | 14,382 | $1.1M |
| Advisor OS, LLC | 0.08% | Reduce -31.6% | 14,307 | $1.1M |
| Maia Wealth LLC | 0.17% | Reduce -17.0% | 14,224 | $1.1M |
| Entrust Financial LLC | 0.73% | Reduce -1.9% | 14,188 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +9.6% | 14,011 | $1.1M |
| Legacy Wealth Managment, LLC | 0.46% | New | 14,009 | $1.1M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -17.4% | 13,985 | $1.1M |
| Caldwell Trust Co | 0.09% | Add +13.8% | 13,886 | $1.1M |
| Capital Management Associates, Inc | 0.22% | Reduce -4.5% | 13,877 | $1.1M |
| Sage Mountain Advisors LLC | 0.07% | Reduce -63.0% | 13,857 | $1.1M |
| Sheets Smith Wealth Management | 0.11% | Add +12.3% | 13,851 | $1.1M |
| Waterloo Capital, L.P. | 0.06% | Reduce -0.9% | 13,837 | $1.1M |
| Sovereign Financial Group, Inc. | 0.17% | Add +15.1% | 13,808 | $1.1M |
| Tableaux LLC | 0.46% | Reduce -0.0% | 13,770 | $1.1M |
| Confluence Wealth Services, Inc. | 0.03% | New | 13,744 | $1.1M |
| Biltmore Family Office, LLC | 0.14% | No change | 13,626 | $1.1M |
| OneAscent Financial Services LLC | 0.05% | Add +97.3% | 13,471 | $1.1M |
| Meridian Wealth Management, LLC | 0.03% | Add +1.9% | 13,414 | $1.1M |
| Sunpointe, LLC | 0.30% | Add +217.6% | 13,318 | $1.1M |
| Quantify Chaos Advisors, LLC | 2.97% | Add +0.0% | 13,267 | $1.1M |
| Two Sigma Securities, LLC | 0.09% | New | 13,193 | $1.0M |
| XY Planning Network, Inc. | 0.13% | Reduce -20.1% | 13,183 | $1.0M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -3.7% | 13,101 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.04% | Add +14.6% | 13,039 | $1.0M |
| Continuum Advisory, LLC | 0.08% | Reduce -19.3% | 12,767 | $1.0M |
| Johnson Financial Group, Inc. | 0.03% | No change | 12,674 | $1.0M |
| Graetz Wealth LLC | 0.80% | Reduce -34.5% | 12,577 | $999K |
| CENTRAL TRUST Co | 0.02% | Add +1.4% | 12,535 | $996K |
| Payne Capital Management, LLC | 0.26% | New | 12,500 | $993K |
| HBW Advisory Services LLC | 0.09% | Add +13.6% | 12,378 | $983K |
| Stonebridge Financial Group, LLC | 0.13% | — | 12,206 | $969K |
| Able Wealth Management LLC | 0.22% | Reduce -4.7% | 12,096 | $961K |
| Florida Financial Advisors, LLC | 0.16% | Reduce -5.2% | 11,880 | $944K |
| Advisor Resource Council | 0.31% | Reduce -4.8% | 11,417 | $941K |
| Nvest Financial, LLC | 0.30% | Add +13.2% | 11,825 | $939K |
| Caitlin John, LLC | 0.51% | Reduce -57.5% | 11,726 | $931K |
| Cornerstone Planning Group LLC | 0.12% | Add +28.7% | 11,308 | $924K |
| Kovack Advisors, Inc. | 0.04% | Reduce -2.0% | 11,568 | $920K |
| Astoria Portfolio Advisors LLC. | 0.15% | Add +8.4% | 11,423 | $907K |
| Richards, Merrill & Peterson, Inc. | 0.29% | Add +112.8% | 11,365 | $903K |
| Acorn Wealth Advisors, LLC | 0.22% | No change | 11,352 | $902K |
| Wallace Advisory Group, LLC | 0.84% | Reduce -2.0% | 11,285 | $896K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -85.5% | 11,232 | $892K |
| 4WEALTH Advisors, Inc. | 0.68% | Add +16.3% | 11,114 | $883K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -24.8% | 11,107 | $882K |
| RMR Wealth Builders | 0.05% | Reduce -0.8% | 10,946 | $869K |
| Talon Private Wealth, LLC | 0.10% | Add +100.3% | 10,935 | $868K |
| Focus Financial Network, Inc. | 0.03% | Reduce -30.7% | 10,910 | $866K |
| JT Stratford LLC | 0.10% | Reduce -0.9% | 10,896 | $865K |
| Ancora Advisors LLC | 0.02% | Reduce -1.0% | 10,794 | $857K |
| Keudell/Morrison Wealth Management | 0.16% | Add +0.6% | 10,779 | $856K |
| Apeiron RIA LLC | 0.22% | Reduce -41.2% | 10,742 | $853K |
| Advisors Capital Management, LLC | 0.01% | Add +49.7% | 10,719 | $851K |
| Nova Wealth Management, Inc. | 0.47% | Reduce -22.0% | 10,704 | $850K |
| CX Institutional | 0.02% | Reduce -3.0% | 10,676 | $848K |
| Advyzon Investment Management, LLC | 0.06% | Add +20.2% | 10,644 | $845K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 10,522 | $836K |
| MSH Capital Advisors LLC | 0.14% | Reduce -2.2% | 10,188 | $809K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -15.6% | 10,094 | $802K |
| Ares Financial Consulting, LLC | 0.57% | Add +32.8% | 10,081 | $801K |
| Wedmont Private Capital | 0.02% | Reduce -8.8% | 9,833 | $799K |
| Corecam Pte. Ltd. | 0.30% | Add +20.8% | 9,950 | $790K |
| Brighton Jones LLC | 0.01% | Reduce -1.3% | 9,916 | $788K |
| Legacy Solutions, LLC | 0.63% | No change | 9,803 | $779K |
| United Capital Financial Advisors, LLC | 0.00% | Add +29.9% | 9,739 | $776K |
| Triumph Capital Management | 0.14% | Reduce -14.0% | 9,698 | $770K |
| Tradition Wealth Management, LLC | 0.05% | Add +12.0% | 9,645 | $766K |
| Alpha Financial Partners LLC | 0.40% | Add +25.8% | 9,550 | $758K |
| Indiana Trust & Investment Management Co | 0.21% | Add +0.1% | 9,510 | $755K |
| Segment Wealth Management, LLC | 0.04% | Reduce -85.4% | 9,500 | $754K |
| Parallel Advisors, LLC | 0.01% | Reduce -16.2% | 9,459 | $751K |
| AlphaStar Capital Management, LLC | 0.05% | New | 9,326 | $741K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +17.7% | 9,300 | $739K |
| BlackRock, Inc. | 0.00% | Add +1.1% | 9,248 | $734K |
| Lifelong Wealth Advisors, Inc. | 0.17% | Reduce -49.9% | 9,241 | $734K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +11.2% | 9,227 | $733K |
| Oakmont Advisory Group, LLC | 0.61% | Add +5.3% | 9,193 | $730K |
| Middleton & Co. Inc. | 0.08% | No change | 9,151 | $727K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 9,010 | $716K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -1.6% | 8,973 | $713K |
| Lederer & Associates Investment Counsel | 0.46% | New | 8,881 | $705K |
| Wealthcare Capital Management LLC | 0.07% | Reduce -5.4% | 8,788 | $698K |
| Vigilare Wealth Management | 0.21% | New | 8,759 | $696K |
| Access Investment Management LLC | 0.18% | Add +112.6% | 8,759 | $696K |
| M1 Capital Management LLC | 0.26% | Reduce -53.9% | 8,750 | $695K |
| Independent Wealth Network Inc. | 0.18% | Add +26.9% | 8,722 | $693K |
| Proficio Capital Partners LLC | 0.02% | No change | 8,685 | $690K |
| Matrix Trust Co | 0.10% | Add +7.7% | 8,658 | $688K |
| HSBC Holdings PLC | 0.00% | No change | 8,547 | $679K |
| Theory Financial LLC | 0.21% | Add +22.7% | 8,470 | $673K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 8,470 | $673K |
| Denver Wealth Management, Inc. | 0.19% | No change | 8,421 | $669K |
| HORAN Wealth, LLC | 0.08% | Reduce -4.4% | 8,400 | $667K |
| Creative Financial Designs Inc. | 0.03% | Reduce -9.6% | 8,365 | $664K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -43.9% | 8,319 | $661K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.1% | 8,271 | $657K |
| Crews Bank & Trust | 0.09% | No change | 8,215 | $652K |
| Quest 10 Wealth Builders, Inc. | 0.50% | Add +0.9% | 8,174 | $649K |
| Stratos Investment Management, LLC | 0.02% | Add +0.1% | 8,171 | $649K |
| Fiscal Wisdom Wealth Management, LLC | 0.55% | Add +14.8% | 8,143 | $647K |
| First National Trust Co | 0.02% | Add +84.2% | 8,066 | $641K |
| Tower Bridge Advisors | 0.06% | Add +1.1% | 8,055 | $640K |
| Auour Investments LLC | 0.18% | Reduce -38.1% | 8,053 | $640K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 7,886 | $626K |
| Appleton Partners Inc. | 0.04% | Add +0.6% | 7,848 | $623K |
| GeoWealth Management, LLC | 0.02% | New | 7,833 | $622K |
| Redwood Investment Management, LLC | 0.06% | Add +18.1% | 7,813 | $621K |
| Mather Group, Llc. | 0.01% | No change | 7,780 | $618K |
| ArborFi Advisors, LLC | 0.44% | Add +18.3% | 7,660 | $608K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.1% | 7,637 | $607K |
| Atlas Legacy Advisors, LLC | 0.09% | New | 7,640 | $607K |
| Axxcess Wealth Management, LLC | 0.01% | Add +145.7% | 7,640 | $607K |
| Hamilton Capital, LLC | 0.03% | Add +5.1% | 7,591 | $603K |
| Fermata Advisors, LLC | 0.12% | Add +202.3% | 7,581 | $602K |
| Smartleaf Asset Management LLC | 0.02% | No change | 7,523 | $598K |
| OMNI 360 Wealth, Inc. | 0.28% | Add +2.1% | 7,507 | $596K |
| Citigroup Inc. | 0.00% | Add +3273.9% | 7,490 | $595K |
| Prosperity Consulting Group, LLC | 0.02% | Add +5.8% | 7,467 | $593K |
| World Investment Advisors | 0.01% | Reduce -22.4% | 6,381 | $591K |
| Arcus Capital Partners, LLC | 0.24% | Reduce -86.7% | 7,414 | $589K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -18.5% | 7,319 | $581K |
| Intrua Financial, LLC | 0.05% | Reduce -0.1% | 7,257 | $576K |
| Private Trust Co. NA | 0.05% | Add +6.2% | 7,167 | $569K |
| Curtis Wealth Management LLC | 0.48% | Add +2.0% | 7,114 | $565K |
| Brindle & Bay Financial Advisors, LLC | 0.28% | Reduce -94.5% | 6,947 | $552K |
| Marshall & Sterling Wealth Advisors Inc. | 0.32% | Reduce -3.9% | 6,895 | $548K |
| Spectrum Planning & Advisory Services Inc. | 0.24% | Reduce -0.0% | 6,888 | $547K |
| Garde Capital, Inc. | 0.02% | No change | 6,823 | $542K |
| StoneX Group Inc. | 0.02% | New | 6,565 | $541K |
| Pathstone Holdings, LLC | 0.00% | Add +148.4% | 6,815 | $541K |
| Burke & Herbert Bank & Trust Co. | 0.13% | Add +127.8% | 6,769 | $538K |
| Eldridge Investment Advisors, Inc. | 0.10% | Add +0.1% | 6,662 | $529K |
| HB Wealth Management, LLC | 0.00% | Add +34.0% | 6,644 | $528K |
| Titleist Asset Management, LLC | 0.04% | Add +30.4% | 6,631 | $527K |
| Total Investment Management Inc. | 0.06% | No change | 6,556 | $525K |
| Tempus Wealth Planning, LLC | 0.10% | Add +2.5% | 6,609 | $525K |
| HUB Investment Partners, LLC | 0.01% | Reduce -2.3% | 6,603 | $524K |
| Cassilly Financial Group LLC | 0.38% | Reduce -49.0% | 6,602 | $524K |
| Miller Global Investments, LLC | 0.43% | No change | 6,594 | $524K |
| International Assets Investment Management, LLC | 0.03% | Reduce -1.6% | 6,497 | $519K |
| Tactive Advisors, LLC | 0.13% | Add +5.2% | 6,506 | $517K |
| SMI Advisory Services, LLC | 0.08% | New | 6,261 | $516K |
| Arwa LLC | 0.21% | Add +36.6% | 6,532 | $514K |
| WASHINGTON TRUST Co | 0.02% | Add +10.5% | 6,459 | $513K |
| OneDigital Investment Advisors LLC | 0.00% | Add +33.5% | 6,371 | $506K |
| Decker Wealth Management LLC | 0.11% | No change | 6,335 | $503K |
| Selective Wealth Management, Inc. | 0.13% | No change | 6,328 | $503K |
| WealthPoint Financial, LLC | 0.37% | Add +20.2% | 6,315 | $502K |
| Estate Planners Group, LLC | 0.23% | Add +74.0% | 6,291 | $500K |
| King Wealth Management Group | 0.05% | Reduce -0.7% | 6,258 | $497K |
| Weil Company, Inc. | 0.09% | No change | 6,248 | $496K |
| Annex Advisory Services, LLC | 0.01% | Reduce -3.5% | 6,126 | $487K |
| Global View Capital Management LLC | 0.10% | Reduce -5.8% | 6,107 | $485K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 6,105 | $485K |
| Verus Capital Partners, LLC | 0.03% | Add +47.1% | 6,097 | $484K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.14% | Add +45.3% | 6,030 | $479K |
| Norden Group LLC | 0.04% | Reduce -2.5% | 6,020 | $478K |
| Coppell Advisory Solutions LLC | 0.04% | New | 3,788 | $478K |
| Millstone Evans Group, LLC | 0.26% | Reduce -20.3% | 5,976 | $475K |
| Integrity Advisory Solutions, LLC | 0.05% | Reduce -27.0% | 5,905 | $469K |
| Anchor Investment Management, LLC | 0.04% | No change | 5,899 | $468K |
| Bauman Advisory Group, LLC | 0.25% | Reduce -0.2% | 5,878 | $467K |
| Souders Financial Advisors | 0.05% | Reduce -2.5% | 5,860 | $465K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +3797.3% | 5,768 | $458K |
| Roman Butler Fullerton & Co. | 0.11% | Add +64.6% | 5,750 | $455K |
| Oceanside Advisors LLC | 0.23% | Add +2.6% | 5,673 | $451K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +12.5% | 5,563 | $442K |
| Family CFO Inc | 0.17% | Add +18.3% | 5,543 | $440K |
| Freedom Investment Management, Inc. | 0.12% | Add +54.6% | 5,539 | $440K |
| HM Payson & Co. | 0.01% | No change | 5,511 | $438K |
| Etesian Wealth Advisors, Inc. | 0.13% | Reduce -2.1% | 5,501 | $437K |
| Balefire, LLC | 0.07% | Add +131.9% | 5,492 | $436K |
| Absolute Capital Management, LLC | 0.11% | Add +3.6% | 5,449 | $433K |
| ShoreHaven Wealth Partners, LLC | 0.14% | No change | 5,433 | $431K |
| A4 Wealth Advisors LLC | 0.29% | Reduce -54.2% | 5,410 | $430K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | Add +5.0% | 5,388 | $428K |
| GWN Securities Inc. | 0.07% | Add +12.1% | 5,366 | $426K |
| Beacon Capital Management, LLC | 0.06% | New | 5,356 | $425K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -8.2% | 5,348 | $425K |
| WealthPLAN Partners, LLC | 0.08% | Add +10.0% | 5,345 | $425K |
| Manhattan West Asset Management, LLC | 0.07% | Reduce -15.9% | 5,310 | $422K |
| Strategic Blueprint, LLC | 0.02% | Add +7.0% | 5,257 | $418K |
| Equita Financial Network, Inc. | 0.11% | No change | 5,212 | $414K |
| Clarity Capital Advisors, LLC | 0.17% | No change | 5,197 | $413K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +9.3% | 5,196 | $412K |
| LWM Advisory Services, LLC | 0.73% | Reduce -88.6% | 5,166 | $410K |
| Greenwich Wealth Management LLC | 0.01% | Add +4.0% | 5,164 | $410K |
| Total Clarity Wealth Management, Inc. | 0.08% | Reduce -7.6% | 5,127 | $407K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +123.6% | 5,110 | $406K |
| Ami Asset Management Corp. | 0.02% | No change | 5,069 | $403K |
| Hopwood Nicholas Hunter | 0.11% | Reduce -59.8% | 5,030 | $399K |
| Financial Network Wealth Advisors LLC | 0.40% | Add +7.8% | 5,019 | $399K |
| Aspiriant, LLC | 0.01% | Add +28.5% | 5,013 | $398K |
| Fortis Capital Management LLC | 0.04% | Reduce -13.6% | 5,004 | $397K |
| Flputnam Investment Management Co. | 0.00% | Reduce -26.4% | 4,988 | $396K |
| Range Advisory, LLC | 0.05% | Reduce -16.2% | 4,966 | $394K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -16.9% | 4,944 | $393K |
| Boyce & Associates Wealth Consulting, Inc. | 0.27% | No change | 4,931 | $392K |
| Centaurus Financial, Inc. | 0.02% | Add +84.9% | 4,926 | $391K |
| Principal Securities, Inc. | 0.00% | Reduce -20.0% | 4,848 | $385K |
| Focused Alpha, LLC | 0.10% | Reduce -49.3% | 4,814 | $382K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -2.8% | 4,751 | $377K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.1% | 4,743 | $377K |
| Regal Investment Advisors LLC | 0.02% | Add +2.0% | 4,731 | $376K |
| Prospera Financial Services Inc | 0.01% | Add +21.2% | 4,666 | $371K |
| Capstone Financial Advisors, Inc. | 0.02% | No change | 4,664 | $370K |
| Beacon Financial Advisory LLC | 0.07% | Add +3.6% | 4,658 | $370K |
| Hobbs Wealth Management, LLC | 0.31% | Add +7.2% | 4,657 | $370K |
| LexAurum Advisors, LLC | 0.04% | Reduce -1.0% | 4,631 | $368K |
| WNY Asset Management, LLC | 0.03% | Reduce -81.1% | 4,581 | $364K |
| MBE Wealth Management, LLC | 0.13% | Reduce -24.4% | 4,547 | $361K |
| AlTi Global, Inc. | 0.01% | No change | 4,518 | $359K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -0.0% | 4,494 | $357K |
| Smith Salley Wealth Management | 0.02% | Add +51.4% | 4,460 | $354K |
| Bank of Marin | 0.25% | Reduce -53.9% | 4,448 | $353K |
| TFO Wealth Partners, LLC | 0.04% | Add +21.5% | 4,445 | $353K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -54.0% | 4,404 | $350K |
| Silverlake Wealth Management LLC | 0.07% | Reduce -12.8% | 4,391 | $349K |
| Vermillion Wealth Management, Inc. | 0.08% | Reduce -11.6% | 4,370 | $347K |
| Aegis Wealth Management LLC | 0.16% | Add +25.8% | 4,335 | $344K |
| Lee Financial Co | 0.04% | No change | 4,220 | $335K |
| Mma Asset Management LLC | 0.11% | Add +7.7% | 4,213 | $335K |
| Greenleaf Trust | 0.00% | No change | 4,204 | $334K |
| Meredith Wealth Planning | 0.08% | No change | 4,197 | $333K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4,189 | $333K |
| Salomon & Ludwin, LLC | 0.03% | Add +64.2% | 4,139 | $331K |
| Asset Allocation Strategies LLC | 0.05% | Add +32.7% | 4,126 | $328K |
| Guidance Point Advisors, LLC | 0.07% | No change | 4,122 | $327K |
| Parkside Financial Bank & Trust | 0.02% | Add +39.5% | 4,059 | $322K |
| Meeder Advisory Services, Inc. | 0.01% | Add +2.5% | 4,043 | $321K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -30.8% | 4,041 | $321K |
| Livet Wealth, LLC | 0.19% | No change | 4,040 | $321K |
| Asempa Wealth Advisors | 0.24% | Reduce -8.3% | 4,035 | $320K |
| Ascension Capital Advisors, Inc. | 0.09% | New | 4,032 | $320K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.9% | 4,026 | $320K |
| SVB Wealth LLC | 0.02% | No change | 4,010 | $318K |
| WealthBridge Capital Management, LLC | 0.06% | Add +35.6% | 3,996 | $317K |
| Northstar Advisory Group, LLC | 0.10% | New | 3,991 | $317K |
| Bell Investment Advisors, Inc | 0.05% | No change | 3,985 | $316K |
| Gen-Wealth Partners Inc | 0.09% | Add +21.8% | 3,980 | $316K |
| Genesis Private Wealth, LLC | 0.09% | Add +14.7% | 3,969 | $315K |
| Paragon Advisors, LLC | 0.07% | Reduce -1.9% | 3,956 | $314K |
| Angeles Wealth Management, LLC | 0.01% | No change | 3,946 | $313K |
| XTX Topco Ltd | 0.00% | Add +29.1% | 3,912 | $311K |
| Entruity Wealth, LLC | 0.20% | No change | 3,900 | $310K |
| Clifford Group, LLC | 0.21% | Add +7.1% | 3,885 | $309K |
| Invera Wealth Advisors, LLC | 0.16% | Add +7.5% | 3,840 | $305K |
| WealthTrak Capital Management LLC | 0.20% | Add +21.6% | 3,806 | $302K |
| LongView Wealth Management | 0.08% | Add +1.8% | 3,800 | $302K |
| Woodmont Investment Counsel LLC | 0.02% | New | 3,778 | $300K |
| Washington Trust Advisors, Inc. | 0.02% | Add +26.6% | 3,733 | $296K |
| MKT Advisors LLC | 0.09% | Reduce -50.2% | 3,614 | $294K |
| Blue Water Asset Management | 0.09% | Reduce -1.1% | 3,694 | $293K |
| Ignite Planners, LLC | 0.04% | New | 3,618 | $289K |
| Range Financial Group LLC | 0.08% | Add +55.9% | 3,628 | $288K |
| Barnett & Company, Inc. | 0.21% | Add +1.4% | 3,625 | $288K |
| Virtue Capital Management, LLC | 0.04% | Reduce -0.3% | 3,610 | $287K |
| Quantum Financial Partners LLC | 0.15% | — | 3,587 | $285K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -81.5% | 3,573 | $284K |
| Flynn Zito Capital Management, LLC | 0.08% | New | 3,566 | $283K |
| Armstrong, Fleming & Moore, Inc | 0.09% | No change | 3,560 | $283K |
| Carnegie Investment Counsel | 0.01% | No change | 3,550 | $282K |
| Clear Point Advisors Inc. | 0.25% | New | 3,549 | $282K |
| Sutton Place Investors LLC | 0.13% | Reduce -3.4% | 3,478 | $276K |
| National Wealth Management Group, LLC | 0.08% | Reduce -0.6% | 3,448 | $274K |
| Brookwood Investment Group LLC | 0.03% | Reduce -2.5% | 3,448 | $274K |
| SteelPeak Wealth, LLC | 0.01% | Add +18.0% | 3,445 | $274K |
| Inspire Advisors, LLC | 0.02% | Reduce -16.6% | 3,423 | $273K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +36.9% | 3,427 | $272K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -91.3% | 3,418 | $271K |
| Painted Porch Advisors LLC | 0.12% | Add +9.4% | 3,415 | $271K |
| Professional Financial Advisors, LLC | 0.05% | Add +1.8% | 3,386 | $269K |
| Tranquility Partners, LLC | 0.09% | No change | 3,383 | $269K |
| Key Financial Inc | 0.04% | Add +57.3% | 3,377 | $268K |
| RDA Financial Network | 0.06% | Add +31.1% | 3,373 | $268K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 3,359 | $267K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.11% | New | 3,341 | $265K |
| Libra Wealth LLC | 0.07% | New | 3,331 | $265K |
| Essential Partners LLC | 0.12% | No change | 3,245 | $258K |
| OxenFree Capital LLC | 0.12% | Add +11.8% | 3,157 | $257K |
| Loomis Sayles & Co. L P | 0.00% | Add +59.9% | 3,214 | $255K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Add +20.7% | 3,171 | $252K |
| Certuity, LLC | 0.01% | Add +0.5% | 3,140 | $249K |
| Flatrock Wealth Partners LLC | 0.10% | No change | 3,137 | $249K |
| Regions Financial Corp. | 0.00% | Reduce -33.8% | 3,122 | $248K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.5% | 3,094 | $246K |
| MidFirst Bank | 0.02% | No change | 3,082 | $245K |
| Refined Wealth Management | 0.15% | No change | 3,072 | $244K |
| Cypress Capital Group | 0.02% | No change | 3,072 | $244K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -1.3% | 3,045 | $242K |
| Founders Financial Alliance, LLC | 0.03% | New | 3,032 | $241K |
| Berkshire Asset Management LLC | 0.01% | Add +0.1% | 3,021 | $240K |
| Indivisible Partners | 0.01% | Reduce -8.0% | 3,014 | $239K |
| Invested Advisors | 0.21% | Add +30.5% | 3,013 | $239K |
| Bar Harbor Wealth Management | 0.01% | Add +32.4% | 3,005 | $239K |
| Abacus Wealth Partners, LLC | 0.03% | No change | 3,000 | $238K |
| Bouchey Financial Group, Ltd. | 0.02% | Reduce -4.2% | 2,980 | $237K |
| Princeton Global Asset Management LLC | 0.03% | Add +22.5% | 2,965 | $236K |
| HCR Wealth Advisors | 0.02% | No change | 2,964 | $235K |
| Rialto Wealth Management, LLC | 0.05% | New | 2,960 | $235K |
| Keel Point, LLC | 0.01% | Add +7.9% | 2,942 | $234K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -2.7% | 2,929 | $233K |
| Richardson Capital Management LLC | 0.10% | No change | 2,905 | $231K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.4% | 2,897 | $230K |
| Rodgers & Associates, LTD | 0.02% | No change | 2,875 | $228K |
| International Private Wealth Advisors LLC | 0.12% | Reduce -7.8% | 2,872 | $228K |
| Lansing Street Advisors | 0.05% | Add +15.5% | 2,870 | $228K |
| Marks Group Wealth Management, Inc | 0.02% | Add +8.0% | 2,860 | $227K |
| Townsquare Capital LLC | 0.04% | New | 2,859 | $227K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.2% | 2,859 | $227K |
| Impact Partnership Wealth, LLC | 0.02% | Add +18.8% | 2,804 | $223K |
| LFG Wealth Partners, LLC | 0.10% | No change | 2,790 | $222K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -96.7% | 2,784 | $221K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 2,774 | $220K |
| Brian Low Financial Group, LLC | 0.13% | Reduce -1.4% | 2,728 | $217K |
| Briggs Wealth Management, Inc | 0.20% | No change | 2,725 | $216K |
| Accurate Wealth Management, LLC | 0.02% | New | 2,654 | $216K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -1.9% | 2,712 | $215K |
| Stonebrook Private Inc. | 0.04% | Add +10.9% | 2,694 | $214K |
| Foundry Financial LLC | 0.07% | New | 2,694 | $214K |
| Traynor Capital Management, Inc. | 0.01% | Add +6.2% | 2,680 | $213K |
| Birch Capital Management, LLC | 0.10% | Reduce -2.3% | 2,678 | $213K |
| Soundwatch Capital LLC | 0.02% | No change | 2,667 | $212K |
| Redhawk Wealth Advisors, Inc. | 0.02% | No change | 2,650 | $210K |
| Richardson Financial Services Inc. | 0.12% | Reduce -1.0% | 2,619 | $208K |
| Nicholas Hoffman & Company, LLC. | 0.00% | Reduce -1.1% | 2,595 | $206K |
| Redwood Park Advisors LLC | 0.15% | Add +0.2% | 2,592 | $206K |
| Maridea Wealth Management LLC | 0.02% | Add +6.2% | 2,591 | $206K |
| Kaizen Financial Strategies | 0.08% | New | 2,538 | $203K |
| Hofer & Associates. Inc | 0.10% | No change | 2,541 | $202K |
| Elevated Capital Advisors, LLC | 0.06% | Add +18.7% | 2,528 | $201K |
| Strathmore Capital Advisors, Inc. | 0.05% | Reduce -16.2% | 2,477 | $200K |
| Bulwark Capital Corp | 0.11% | Add +18.2% | 2,411 | $191K |
| Bank of New Hampshire | 0.04% | Add +158.0% | 2,394 | $190K |
| Community Bank, N.A. | 0.02% | No change | 2,195 | $174K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 2,162 | $172K |
| Maseco LLP | 0.00% | Add +46.3% | 2,040 | $162K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -99.5% | 2,032 | $161K |
| Bfsg, LLC | 0.01% | No change | 1,877 | $149K |
| Piscataqua Savings Bank | 0.10% | No change | 1,791 | $142K |
| Hickory Point Bank & Trust | 0.08% | Reduce -12.4% | 1,760 | $140K |
| Geneos Wealth Management Inc. | 0.00% | Add +22.1% | 1,508 | $120K |
| Crewe Advisors LLC | 0.01% | New | 1,465 | $116K |
| Signature Equity Partners, LLC | 0.05% | Add +79.9% | 1,425 | $113K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,400 | $111K |
| Deane Retirement Strategies, Inc. | 0.04% | Reduce -4.2% | 1,309 | $104K |
| Gould Capital, LLC | 0.06% | Reduce -20.9% | 1,285 | $102K |
| Trust Co. of Vermont | 0.00% | — | 1,263 | $100K |
| First Horizon Corp. | 0.00% | No change | 1,256 | $100K |
| LGT Financial Advisors LLC | 0.52% | No change | 1,227 | $97K |
| FWL Investment Management, LLC | 0.02% | Reduce -11.3% | 1,181 | $94K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +11.7% | 1,127 | $90K |
| WestEnd Advisors, LLC | 0.00% | Add +18.1% | 1,114 | $88K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -23.5% | 1,099 | $87K |
| Key Capital Management, INC | 0.04% | Add +88.0% | 1,098 | $87K |
| Teachers Insurance & Annuity Association of America | 0.10% | No change | 1,085 | $86K |
| Glassman Wealth Services | 0.01% | New | 1,084 | $86K |
| Rothschild Investment LLC | 0.00% | No change | 1,075 | $85K |
| NBT Bank, N.A. | 0.01% | Reduce -1.3% | 1,025 | $81K |
| Lloyd Advisory Services, LLC. | 0.03% | Add +109.2% | 981 | $78K |
| Country Trust Bank | 0.00% | New | 966 | $77K |
| Sfam, LLC | 0.06% | New | 931 | $74K |
| Fiduciary Advisors, Inc. | 0.05% | New | 844 | $67K |
| Evolution Wealth Management Inc. | 0.04% | No change | 827 | $66K |
| Allied Private Wealth LLC | 0.04% | — | 739 | $60K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -33.1% | 712 | $57K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 691 | $55K |
| Compass Financial Management LLC | 0.01% | — | 655 | $53K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 662 | $53K |
| Clearstead Trust, LLC | 0.01% | Add +11.9% | 656 | $52K |
| Abound Financial, LLC | 0.02% | Reduce -2.1% | 651 | $52K |
| First Bancorp, Inc | 0.02% | New | 646 | $51K |
| HHM Wealth Advisors, LLC | 0.01% | Add +107.9% | 630 | $50K |
| Barrett & Company, Inc. | 0.01% | No change | 622 | $49K |
| Wells Financial Advisors INC | 0.44% | No change | 600 | $48K |
| NewEdge Advisors, LLC | 0.00% | Reduce -92.4% | 586 | $47K |
| IAG Wealth Partners, LLC | 0.00% | No change | 582 | $46K |
| Colonial Trust Co / SC | 0.01% | No change | 552 | $44K |
| Delos Wealth Advisors, LLC | 0.02% | No change | 546 | $43K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | Reduce -1.3% | 544 | $43K |
| Blue Trust, Inc. | 0.00% | New | 532 | $42K |
| Financial Management Professionals, Inc. | 0.00% | No change | 520 | $41K |
| GAMMA Investing LLC | 0.00% | No change | 476 | $38K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -3.2% | 454 | $36K |
| West Paces Advisors Inc. | 0.01% | New | 452 | $36K |
| Costello Asset Management, INC | 0.01% | Add +11.4% | 450 | $36K |
| Financial Consulate, Inc. | 0.00% | No change | 450 | $36K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 449 | $36K |
| Bogart Wealth, LLC | 0.00% | Reduce -24.7% | 414 | $33K |
| Groesbeck Investment Management Corp. | 0.05% | New | 396 | $31K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +4.7% | 382 | $30K |
| Consultiva Wealth Management, Corp. | 0.07% | Add +76.7% | 380 | $30K |
| Spire Wealth Management | 0.00% | Reduce -92.6% | 351 | $28K |
| Tsfg, LLC | 0.00% | No change | 340 | $27K |
| Pacifica Partners Inc. | 0.01% | Add +3.3% | 314 | $26K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 294 | $23K |
| Bokf, NA | 0.00% | Add +15.6% | 289 | $23K |
| City Holding Co. | 0.00% | No change | 281 | $22K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -6.9% | 283 | $22K |
| Groupe la Francaise | 0.00% | No change | 300 | $21K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 268 | $21K |
| CVA Family Office, LLC | 0.00% | No change | 265 | $21K |
| Go Invest LLC | 0.00% | Add +149.5% | 262 | $21K |
| Lanark Financial, Inc. | 0.00% | Add +136.1% | 255 | $20K |
| Salem Investment Counselors Inc. | 0.00% | No change | 252 | $20K |
| Golden State Wealth Management, LLC | 0.00% | New | 250 | $20K |
| United Financial Planning Group LLC | 0.01% | Add +8.8% | 246 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 236 | $19K |
| Archer Investment Corp | 0.00% | No change | 235 | $19K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 232 | $18K |
| Highline Wealth Partners LLC | 0.00% | Add +15.0% | 230 | $18K |
| Main Street Group, LTD | 0.00% | No change | 227 | $18K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 218 | $17K |
| Financial Perspectives, Inc | 0.00% | No change | 217 | $17K |
| Front Row Advisors LLC | 0.00% | New | 194 | $17K |
| Asset Dedication, LLC | 0.00% | No change | 210 | $17K |
| Luminist Capital LLC | 0.02% | New | 188 | $16K |
| Cape Investment Advisory, Inc. | 0.00% | New | 163 | $13K |
| Signaturefd, LLC | 0.00% | Reduce -3.6% | 160 | $13K |
| Vanguard Advisers Inc. | 0.00% | New | 152 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 150 | $12K |
| Zions Bancorporation, National Association | 0.00% | No change | 150 | $12K |
| TOWER TRUST & INVESTMENT Co | 0.01% | New | 139 | $11K |
| SouthState Bank Corp | 0.00% | No change | 139 | $11K |
| JPL Wealth Management, LLC | 0.00% | No change | 126 | $10K |
| Community Financial Services Group, LLC | 0.00% | New | 110 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 109 | $9K |
| First Community Trust NA | 0.00% | Add +68.8% | 108 | $9K |
| Whittier Trust Co. | 0.00% | No change | 101 | $8K |
| Grove Bank & Trust | 0.00% | No change | 100 | $8K |
| MCF Advisors LLC | 0.00% | No change | 100 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 88 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 70 | $6K |
| Sittner & Nelson, LLC | 0.00% | New | 73 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 73 | $6K |
| First Financial Corp. | 0.00% | No change | 72 | $6K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 72 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 70 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 61 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 60 | $5K |
| Chilton Capital Management LLC | 0.00% | Add +1080.0% | 59 | $5K |
| Purpose Unlimited Inc. | 0.00% | Reduce -92.5% | 58 | $5K |
| Hillsdale Investment Management Inc. | 0.00% | Add +39.0% | 57 | $5K |
| Montgomery Financial Services LLC | 0.00% | — | 57 | $5K |
| Toth Financial Advisory Corp. | 0.00% | No change | 55 | $4K |
| Rossby Financial, LCC | 0.00% | Reduce -98.9% | 51 | $4K |
| Aspect Partners, LLC | 0.00% | Add +25.0% | 50 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| Clean Yield Group | 0.00% | New | 47 | $4K |
| Abound Wealth Management | 0.00% | Reduce -92.2% | 47 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 44 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | Reduce -86.4% | 42 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 42 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +105.0% | 41 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 38 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 49 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 36 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -29.4% | 36 | $3K |
| Motco | 0.00% | New | 36 | $3K |
| Minot DeBlois Advisors LLC | 0.00% | Reduce -53.3% | 35 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 32 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 27 | $2K |
| Networth Advisors, LLC | 0.00% | Add +23.8% | 26 | $2K |
| Covestor Ltd | 0.00% | No change | 20 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 25 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 21 | $2K |
| Gables Capital Management Inc. | 0.00% | New | 20 | $2K |
| Markowski Investments | 0.00% | — | 20 | $2K |
| MTM Investment Management, LLC | 0.00% | New | 17 | $1K |
| Avion Wealth | 0.00% | Add +142.9% | 17 | $1K |
| Birchbrook, Inc. | 0.00% | New | 12 | $954 |
| Graney & King, LLC | 0.00% | No change | 9 | $715 |
| Ravenstone Capital Management Inc. | 0.00% | New | 9 | $715 |
| Institute for Wealth Management, LLC. | 0.00% | New | 6 | $464 |
| Eukles Asset Management | 0.00% | No change | 4 | $318 |
| Creative Capital Management Investments LLC | 0.00% | No change | 4 | $318 |
| Toews Corp. | 0.00% | New | 3 | $238 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $79 |
| Cordant, Inc. | 0.00% | New | 1 | $71 |
"% of holder's portfolio" is GLDM's weight in each manager's 13F, not the share of SPDR Gold Minishares Trust the manager owns.