Ste STR SPDR PT DW Eu ETFSPDWETF

13F holders, Q1 2026 (March 31)
1,207holders +43
94new positions
47sold out
5famous investors
$45.67avg. 13F price*

At the end of Q1 2026, 1,207 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 43 from Q4 2025. 94 opened new positions and 47 sold out. The largest holders were Creative Planning ($6.1B), Financial Engines Advisors L.L.C. ($2.5B) and LPL Financial LLC ($1.7B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Ste STR SPDR PT DW Eu ETF
Filed as
SPDR INDEX SHS FDS (Q1 2026)
CUSIP
78463X889
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 851Q1 2024Q2 2024: 879Q2 2024Q3 2024: 892Q3 2024Q4 2024: 973Q4 2024Q1 2025: 992Q1 2025Q2 2025: 1,047Q2 2025Q3 2025: 1,069Q3 2025Q4 2025: 1,164Q4 2025Q1 2026: 1,207Q1 2026Q2 2026: 1,234Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions94$701.7M
Exits47$123.5M

All 13F filers, Q4 2025 → Q1 2026: 67,617,113 shares bought and 31,431,579 shares sold, net +36,185,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,207 holders

Creative Planning 4.14% Add +6.9% 133,821,065 $6.1B
Financial Engines Advisors L.L.C. 5.18% Reduce -2.4% 55,849,043 $2.5B
LPL Financial LLC 0.46% Add +1.8% 38,025,802 $1.7B
Allworth Financial LP 5.47% Reduce -1.1% 29,472,844 $1.3B
Auto-Owners Insurance Co 18.77% No change 19,637,666 $896.5M
Cwm, LLC 2.12% Add +13.9% 17,682,357 $807.2M
Morgan Stanley 0.05% Add +38.3% 16,480,575 $752.3M
Jane Street Group, LLC 0.66% Add +12238.4% 13,344,665 $609.2M
Tiaa-Cref Individual & Institutional Services, LLC 2.16% — 12,291,718 $561.1M
Envestnet Asset Management Inc. 0.11% Add +12.1% 8,928,162 $407.6M
UBS Group AG 0.07% Add +4.7% 8,789,986 $401.3M
Betterment LLC 0.71% Add +11.5% 8,266,335 $377.4M
State Street Corp. 0.01% Reduce -6.8% 7,886,187 $360.0M
Vantagepoint Investment Advisers LLC 2.46% Add +0.7% 6,371,313 $290.9M
Nearwater Capital Markets, Ltd 6.50% New 6,039,200 $275.7M
Commonwealth Equity Services, LLC 0.37% Add +0.3% 5,726,102 $261.4M
Stifel Financial Corp. 0.22% Reduce -2.7% 5,153,537 $235.3M
Horizon Investments, LLC 2.44% Reduce -0.7% 4,774,505 $218.0M
Bank of America Corp. 0.02% Reduce -33.0% 4,665,294 $213.0M
Mariner, LLC 0.24% Reduce -4.0% 4,474,043 $204.2M
Osaic Holdings, Inc. 0.29% Reduce -3.9% 4,407,055 $201.2M
HighTower Advisors, LLC 0.20% Add +6.8% 4,227,683 $193.0M
Advisory Alpha, LLC 5.11% Reduce -4.5% 4,093,030 $186.8M
Raymond James Financial Inc. 0.06% Add +28.8% 3,988,098 $182.1M
Stadion Money Management, LLC 18.08% Reduce -10.6% 3,938,291 $179.8M
Benjamin Edwards Inc. 1.76% Reduce -3.7% 3,875,058 $176.9M
Strategies Wealth Advisors, LLC 16.48% Add +0.8% 3,593,551 $164.0M
Ameriprise Financial Inc. 0.03% Add +13.5% 3,118,182 $142.4M
Clearstead Advisors, LLC 1.29% Add +1.9% 3,100,372 $141.5M
Truist Financial Corp. 0.18% Add +52.0% 2,929,518 $133.7M
Vicus Capital 9.65% Add +60.3% 2,876,162 $131.3M
Pathstone Holdings, LLC 0.52% Reduce -1.6% 2,875,556 $131.3M
Northwestern Mutual Wealth Management Co. 0.07% Add +4.8% 2,666,364 $121.7M
Equitable Holdings, Inc. 0.78% Add +5.1% 2,716,598 $120.6M
JNBA Financial Advisors 9.53% Add +11.1% 2,506,993 $114.4M
Flow Traders U.S. LLC 3.61% New 2,493,051 $113.8M
AlphaCore Capital LLC 2.65% Reduce -5.3% 2,448,660 $111.8M
Envestnet Portfolio Solutions, Inc. 0.62% Reduce -8.3% 2,437,302 $111.3M
State Farm Mutual Automobile Insurance Co. 0.08% New 2,352,670 $107.4M
Gradient Investments LLC 1.60% Add +3.6% 2,265,319 $103.4M
Cetera Investment Advisers 0.11% Add +5.0% 2,259,941 $103.2M
Sei Investments Co. 0.09% Reduce -2.3% 2,254,946 $102.9M
Independent Advisor Alliance 1.10% Add +1089.7% 2,236,073 $102.1M
GeoWealth Management, LLC 3.66% Reduce -0.3% 2,225,192 $101.6M
Capital Asset Advisory Services LLC 3.81% Add +1.6% 2,013,662 $99.3M
MML Investors Services, LLC 0.27% Add +19.3% 2,154,387 $98.3M
McNamara Financial Services, Inc. 18.11% Reduce -2.4% 2,096,149 $95.7M
Cerity Partners LLC 0.14% Add +69.4% 2,090,453 $95.4M
Advocacy Wealth Management, LLC 4.19% Reduce -1.1% 2,076,370 $94.8M
Axxcess Wealth Management, LLC 3.01% Add +0.1% 2,055,459 $93.8M
Assetmark, Inc. 0.19% Reduce -8.1% 2,048,361 $93.5M
Private Advisor Group, LLC 0.43% Add +0.8% 2,028,656 $92.6M
Wells Fargo & Company 0.02% Add +11.3% 1,971,124 $90.0M
Dakota Wealth Management 1.94% Add +41.7% 1,957,231 $89.3M
Capitolis Liquid Global Markets LLC 0.57% — 1,949,500 $89.0M
Exchange Traded Concepts, LLC 0.67% Add +1.9% 1,912,258 $87.3M
Savant Capital, LLC 0.42% Add +1.9% 1,910,187 $87.2M
JPMorgan Chase & Co. 0.01% Add +7.4% 1,972,288 $87.2M
Peterson Wealth Advisors, LLC 11.42% Add +15.5% 1,880,432 $85.8M
Royal Bank of Canada 0.02% Reduce -2.2% 1,839,191 $84.0M
Schneider Downs Wealth Management Advisors, LP 9.09% Add +1.7% 1,804,741 $82.4M
AlphaStar Capital Management, LLC 6.05% Reduce -8.7% 1,798,075 $82.1M
Park Avenue Securities LLC 0.64% Add +3.1% 1,785,054 $81.5M
Corient Private Wealth LP 0.11% Add +4.4% 1,693,142 $77.3M
Diversify Wealth Management, LLC 1.38% Add +54.5% 1,615,919 $77.2M
Center for Financial Planning, Inc. 7.68% Add +1299466.1% 1,611,462 $73.6M
Confluence Investment Management LLC 1.13% Reduce -2.7% 1,592,493 $72.7M
HighPoint Advisor Group LLC 2.97% Add +5.2% 1,551,434 $70.8M
Alliancebernstein L.P. 0.02% Add +16.6% 1,504,612 $66.8M
Rockefeller Capital Management L.P. 0.12% Reduce -0.3% 1,456,505 $66.5M
Greenleaf Trust 0.63% Add +26.7% 1,414,453 $64.6M
Facet Wealth, Inc. 1.10% Add +5.5% 1,388,924 $63.4M
Cambridge Investment Research Advisors, Inc. 0.16% Reduce -3.9% 1,387,965 $63.4M
Wealthcare Advisory Partners LLC 1.23% Add +8.9% 1,386,698 $63.3M
Truefg, LLC 16.68% Reduce -0.5% 1,378,289 $62.9M
Walkner Condon Financial Advisors LLC 7.61% Add +12.5% 1,264,278 $57.7M
Thrivent Financial for Lutherans 0.11% Reduce -0.1% 1,234,996 $56.4M
Stratos Wealth Partners, LTD. 0.64% Add +0.9% 1,222,405 $55.8M
BlackRock, Inc. 0.00% Add +122.1% 1,218,725 $55.6M
Wealth Enhancement Advisory Services, LLC 0.12% Reduce -41.2% 1,187,270 $54.7M
Integrated Wealth Concepts LLC 0.43% Add +25.6% 1,180,997 $53.9M
Lifeworks Advisors, LLC 6.82% Add +2.0% 1,163,737 $53.1M
CGN Advisors LLC 4.19% Reduce -1.9% 1,163,422 $53.1M
Halbert Hargrove Global Advisors, LLC 2.56% Reduce -27.2% 1,156,018 $52.8M
Clearwater Capital Advisors, LLC 4.15% Add +2.1% 1,126,738 $51.4M
TTP Investments, Inc. 21.26% New 1,117,102 $51.0M
Brio Consultants, LLC 5.87% Add +0.4% 976,036 $48.0M
Global Strategic Investment Solutions, LLC 4.50% Reduce -3.2% 1,002,460 $45.8M
Tiaa Trust, National Association 2.71% Reduce -92.8% 976,726 $44.6M
Boston Standard Wealth Management, LLC 7.29% Reduce -3.2% 959,770 $44.5M
Ballentine Partners, LLC 0.57% Add +0.6% 891,786 $40.7M
TSG Advice Partners, LLC 5.67% New 828,748 $37.8M
MAI Capital Management 0.21% Add +1.4% 826,336 $37.7M
IFP Advisors, Inc 0.78% Add +3.9% 825,847 $37.7M
Aptus Capital Advisors, LLC 0.31% Add +3.0% 812,605 $37.1M
KWB Wealth 3.65% Reduce -7.7% 830,400 $36.9M
ProVise Management Group, LLC 2.62% Add +1.3% 798,533 $36.5M
Garrett Wealth Advisory Group, LLC 6.44% Reduce -2.2% 793,276 $36.2M
Beacon Pointe Advisors, LLC 0.19% Add +20.3% 791,394 $36.1M
Farther Finance Advisors, LLC 0.33% Add +71.7% 761,956 $35.4M
Geneos Wealth Management Inc. 0.82% Add +2.1% 771,055 $35.2M
Knightsbridge Asset Management, LLC 4.76% Add +0.7% 768,706 $35.1M
Concord Wealth Partners 4.52% Add +3.0% 763,350 $34.8M
Meeder Advisory Services, Inc. 1.43% Reduce -3.8% 750,306 $34.3M
Concord Asset Management, LLC 5.77% Add +3.1% 747,992 $34.1M
First Heartland Consultants, Inc. 2.57% Add +1.7% 733,830 $33.5M
Auour Investments LLC 10.54% Add +1.5% 733,723 $33.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -5.2% 732,220 $33.4M
Apella Capital, LLC 0.49% Add +2.7% 665,721 $33.0M
Landmark Wealth Management, Inc. 12.42% Reduce -4.0% 721,334 $32.9M
Gibbs Wealth Management 4.30% Add +126.7% 715,139 $32.6M
SigFig Wealth Management, LLC 0.95% Add +7.3% 713,109 $32.6M
OneAscent Financial Services LLC 1.75% New 708,441 $32.3M
US Bancorp \de 0.04% Add +12.7% 707,910 $32.3M
Higgins & Schmidt Wealth Strategies LLC 14.04% Reduce -1.3% 673,462 $30.7M
ERn Financial, LLC 5.63% Reduce -4.2% 655,788 $29.9M
Rinkey Investments 7.61% Reduce -6.1% 651,963 $29.8M
Flagstone Financial Management 7.38% Reduce -0.9% 651,133 $29.7M
Bank of New York Mellon Corp 0.01% Add +3.3% 650,316 $29.7M
Wealth Advisors of Iowa, LLC 9.16% Add +8.2% 648,321 $29.6M
Procyon Advisors, LLC 1.44% Add +21.7% 644,327 $29.4M
Compton Financial Group, LLC 6.44% Reduce -15.3% 638,728 $29.2M
RFG - Bristol Wealth Advisors, LLC 7.83% Add +4.2% 636,000 $29.0M
Fiduciary Alliance LLC 1.75% Add +7.7% 592,378 $29.0M
Second Line Capital, LLC 5.42% Reduce -1.3% 584,407 $28.6M
Arax Advisory Partners 0.79% Add +4.2% 613,126 $28.0M
N.E.W. Advisory Services LLC 2.07% Reduce -0.2% 605,577 $27.6M
GM Advisory Group, LLC 1.06% Add +10.5% 601,166 $27.4M
NewEdge Advisors, LLC 0.10% Reduce -3.5% 600,975 $27.4M
Pure Financial Advisors, LLC 0.40% Add +4.0% 600,699 $27.4M
Atlas Private Wealth Advisors 6.35% Reduce -0.4% 590,506 $27.0M
JDM Financial Group LLC 10.35% Add +13.7% 744,083 $26.8M
Goldman Sachs Group Inc. 0.00% Add +4.8% 582,238 $26.6M
Headland Capital, LLC 7.46% Add +2.2% 580,365 $26.5M
Hobbs Group Advisors, LLC 7.84% Add +3.1% 574,518 $26.2M
Astoria Portfolio Advisors LLC. 5.52% Add +3.7% 533,502 $25.9M
Treasure Coast Financial Planning 13.00% Add +0.8% 553,081 $25.2M
Blueprint Investment Partners LLC 2.52% Reduce -28.2% 541,704 $24.7M
Signature Estate & Investment Advisors LLC 0.49% Reduce -22.3% 526,476 $24.0M
St Germain D J Co. Inc. 0.95% Add +6.1% 523,769 $23.9M
Kingswood Wealth Advisors, LLC 1.12% Reduce -1.2% 517,962 $23.6M
Debussy Capital Management LP 3.26% Add +16.9% 515,727 $23.5M
Brighton Securities Corp. 11.12% Reduce -6.4% 505,524 $23.1M
JT Stratford LLC 2.90% Add +24.3% 497,402 $22.7M
Focus Partners Wealth 0.03% Reduce -0.4% 496,235 $22.7M
Henderson Brothers Financial Partners, LLC 5.69% — 492,027 $22.5M
Moneco Advisors, LLC 1.73% Add +39.4% 487,362 $22.2M
Merit Financial Group, LLC 0.16% Add +3.5% 479,913 $21.9M
Tennessee Valley Asset Management Partners 2.78% Add +9.2% 461,791 $21.1M
Waverly Advisors, LLC 0.16% Reduce -3.4% 459,812 $21.0M
Snowden Capital Advisors LLC 0.56% Add +2.3% 458,502 $20.9M
Fidelity D & D Bancorp Inc. 8.38% Add +12.5% 457,984 $20.9M
Leicht Financial Planning & Wealth Management, Inc. 9.37% Reduce -1.3% 452,684 $20.7M
Proffitt & Goodson Inc. 3.19% Reduce -14.2% 452,512 $20.7M
Wrapmanager Inc. 6.94% Add +18.8% 437,340 $20.0M
Valmark Advisers, Inc. 0.24% Reduce -0.8% 435,784 $19.9M
Values Added Financial LLC 8.23% Add +7.5% 428,469 $19.6M
Atria Investments, Inc 0.21% Add +5.6% 418,854 $19.1M
IAG Wealth Partners, LLC 2.11% Add +10.2% 414,844 $18.9M
Kestra Advisory Services, LLC 0.07% Add +13.9% 407,110 $18.6M
IHT Wealth Management, LLC 0.43% Add +3.0% 406,494 $18.6M
Invenio Wealth Partners LLC 7.26% Add +20.2% 400,523 $18.3M
Seeds Investor LLC 2.48% Add +6.1% 370,987 $18.2M
Portside Wealth Group, LLC 2.47% Add +7.4% 398,503 $18.2M
Fifth Third Bancorp 0.03% Add +807.2% 389,085 $17.8M
Citigroup Inc. 0.01% Add +50.5% 385,282 $17.6M
Mason & Associates, LLC 4.01% Reduce -4.0% 383,909 $17.5M
Empowered Funds, LLC 0.11% Add +55.4% 382,988 $17.5M
Goodman Financial Corp 2.99% Reduce -53.5% 380,754 $17.4M
BNP Paribas Financial Markets 0.01% New 376,600 $17.2M
Belpointe Asset Management LLC 0.61% Add +0.3% 365,956 $16.7M
Strategic Financial Partners, Ltd. 7.20% Add +12.5% 365,369 $16.7M
Advyzon Investment Management, LLC 1.49% Reduce -0.9% 365,049 $16.7M
Rodgers & Associates, LTD 1.67% Reduce -1.7% 360,377 $16.5M
SCS Capital Management LLC 0.17% Add +0.3% 349,934 $16.0M
Moss Adams Wealth Advisors LLC 1.17% Reduce -3.3% 349,628 $16.0M
Sanctuary Advisors, LLC 0.09% Add +11.5% 347,757 $15.9M
Summit Financial, LLC 0.20% Add +233.0% 341,282 $15.6M
Scotia Capital Inc. 0.06% Add +1.1% 337,621 $15.4M
RFG Advisory, LLC 0.28% Reduce -18.1% 337,579 $15.4M
Cornerstone Wealth Management, LLC 0.77% Add +16.2% 336,054 $15.3M
&partners 0.08% Add +33.3% 334,773 $15.3M
Abound Financial, LLC 6.67% Reduce -8.2% 334,411 $15.3M
Capital Investment Management, Inc. 5.19% Reduce -9.7% 330,930 $15.1M
Reston Wealth Management LLC 4.62% Reduce -64.4% 330,635 $15.1M
Summit Global Investments 0.89% Reduce -69.2% 328,991 $15.0M
Cary Street Partners Financial LLC 0.37% Add +0.2% 328,131 $15.0M
Probity Advisors, Inc. 2.35% Reduce -1.9% 325,218 $14.8M
Millington Financial Advisors, LLC 6.22% Add +4.5% 304,848 $14.8M
Mercer Global Advisors Inc. 0.02% Add +79.6% 322,109 $14.7M
Plante Moran Financial Advisors, LLC 0.95% Reduce -8.3% 320,412 $14.6M
Macco Financial Group, Inc. 11.02% Add +25.8% 318,789 $14.6M
Orion Porfolio Solutions, LLC 0.12% Reduce -45.6% 316,393 $14.4M
Gradient Capital Advisors, LLC 3.73% Reduce -2.1% 315,068 $14.4M
Brookstone Capital Management 0.16% Add +29.6% 314,238 $14.3M
Harbour Investments, Inc. 0.22% Add +18.6% 309,665 $14.1M
Signal Advisors Wealth, LLC 0.96% Add +14.4% 306,971 $14.0M
Sanchez Wealth Management Group 3.02% Add +1.3% 306,344 $14.0M
Blueprint Financial Advisors LLC 2.07% Reduce -20.6% 306,052 $14.0M
Great Valley Advisor Group, Inc. 0.25% Add +15.5% 303,236 $13.8M
Certified Advisory Corp 1.22% Add +4.8% 298,256 $13.6M
Navigation Group, LLC 3.19% — 298,134 $13.6M
Pecaut & Co. 4.39% Add +34.9% 295,863 $13.5M
Western Wealth Management, LLC 0.51% Add +47.4% 295,301 $13.5M
Retiremitten Financial LLC 6.45% — 292,243 $13.3M
Collaborative Wealth Managment Inc. 6.13% Add +19.5% 291,410 $13.3M
O'Connor Financial Group LLC 5.44% Add +0.3% 291,328 $13.3M
Palatine Hill Wealth Management, LLC 11.54% Reduce -22.9% 290,359 $13.3M
Partners in Financial Planning 2.20% Reduce -0.1% 289,975 $13.2M
Cascade Financial Partners, LLC 1.36% Add +0.6% 289,571 $13.2M
Foundations Investment Advisors, LLC 0.16% Add +21.0% 286,371 $13.1M
FMR LLC 0.00% Add +5.2% 285,646 $13.0M
Sage Advisory Services, Ltd.Co. 7.08% Reduce -0.1% 283,084 $12.9M
Clear Retirement Advice LLC 10.08% Add +0.6% 281,259 $12.8M
Waller Financial Planning Group, Inc. 2.83% Reduce -2.1% 281,244 $12.8M
Horizon Financial Services, LLC 5.65% Add +1.7% 279,765 $12.8M
DORVAL Corp 3.94% Reduce -7.3% 278,311 $12.7M
Tortoise Investment Management, LLC 1.04% Add +2.5% 276,912 $12.6M
Boltwood Capital Management 3.20% Reduce -0.2% 274,680 $12.5M
Aquire Wealth Advisors, LLC 3.27% Reduce -5.4% 272,766 $12.5M
Financial Planning Fort Collins, LLC 9.70% Add +7.9% 255,858 $12.4M
Focus Partners Advisor Solutions, LLC 0.12% Reduce -1.4% 271,523 $12.4M
Range Advisory, LLC 2.29% Add +37.4% 270,388 $12.3M
NovaPoint Capital, LLC 3.08% Add +15.5% 268,597 $12.3M
Kagan Cocozza Asset Management 8.42% Add +1.3% 262,191 $12.0M
Aspire Private Capital, LLC 2.70% Reduce -12.8% 261,746 $11.9M
Roble, Belko & Company, Inc 1.51% Reduce -5.9% 260,037 $11.9M
Montz Harcus Wealth Management LLC 4.67% Add +8.5% 253,360 $11.6M
Leslie Global Wealth, LLC 6.06% Add +6.0% 251,852 $11.5M
Simplicity Wealth,LLC 0.65% Add +21.9% 251,409 $11.5M
Gateway Wealth Partners, LLC 0.45% Add +67.9% 250,786 $11.4M
Lifestyle Asset Management, Inc. 3.68% Add +3.3% 246,584 $11.3M
Signet Financial Management, LLC 1.25% Reduce -1.1% 245,056 $11.2M
AE Wealth Management LLC 0.06% Add +5.3% 244,583 $11.2M
Marathon Strategic Advisors, LLC 8.02% Add +2.0% 244,233 $11.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.16% Add +25.1% 242,675 $11.1M
Kingsview Wealth Management, LLC 0.15% Add +56.8% 239,953 $11.0M
Delta Wealth Advisors LLC 8.30% Add +11.7% 239,035 $10.9M
Mgo One Seven LLC 0.22% Add +755.5% 238,604 $10.9M
Rosenberg Matthew Hamilton 2.22% Reduce -1.5% 237,100 $10.8M
Amicus Financial Advisors, LLC 2.98% Reduce -1.0% 237,066 $10.8M
TPG Financial Advisors, LLC 3.50% Add +8.0% 235,549 $10.8M
Luken Investment Analytics, LLC 4.07% Add +47.2% 232,694 $10.6M
Wrenne Financial Planning LLC 4.13% Add +2.2% 230,898 $10.5M
WBH Advisory Inc. 0.79% Add +16.4% 226,895 $10.5M
Quantinno Capital Management LP 0.02% Add +59.9% 229,532 $10.5M
Mutual Advisors, LLC 0.22% Add +5.3% 228,669 $10.4M
Valtinson Bruner Financial Planning LLC 2.86% Add +9.8% 227,987 $10.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.59% Reduce -38.0% 227,899 $10.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.28% Reduce -0.1% 224,086 $10.2M
Flagship Harbor Advisors, LLC 0.45% Add +1.7% 222,749 $10.2M
New England Capital Financial Advisors LLC 2.77% Reduce -4.3% 221,732 $10.1M
Fort Point Capital Partners LLC 1.33% Add +10.3% 221,540 $10.1M
Lanark Financial, Inc. 0.75% Add +2.8% 217,576 $9.9M
Collier Financial 7.38% Reduce -2.1% 211,873 $9.7M
Partnership Wealth Management, LLC 7.34% Reduce -7.8% 210,834 $9.6M
Xena Financial Planning, LLC 10.70% Add +0.1% 207,551 $9.5M
Brown Financial Advisory 4.70% Add +0.7% 207,722 $9.5M
Cornerstone Financial Group, LLC 5.97% Add +8.1% 190,315 $9.3M
Salomon & Ludwin, LLC 0.82% Add +10.7% 199,594 $9.2M
Jones Financial Companies LLLP 0.00% Add +55.1% 207,597 $9.2M
Modera Wealth Management, LLC 0.11% Reduce -23.2% 199,721 $9.1M
Integrated Capital Management, Inc. 6.05% Reduce -6.2% 199,317 $9.1M
Atlas Capital Advisors Inc. 1.04% Add +1.5% 198,510 $9.1M
Orin Green Financial, LLC 3.72% Reduce -2.6% 198,499 $9.1M
Legacy Solutions, LLC 8.27% Reduce -6.8% 195,441 $8.9M
Arete Wealth Advisors, LLC 0.67% Reduce -0.5% 194,586 $8.9M
Verus Capital Partners, LLC 0.61% Reduce -0.4% 192,988 $8.8M
Fortitude Financial, LLC 4.65% Reduce -2.0% 192,504 $8.8M
Security Financial Services, INC. 1.38% Reduce -14.0% 191,528 $8.7M
Truepoint, Inc. 0.19% Reduce -10.5% 191,311 $8.7M
Ignite Planners, LLC 1.34% Add +4.3% 191,090 $8.7M
CreativeOne Wealth, LLC 0.20% Add +10.9% 189,376 $8.6M
Patriot Financial Group Insurance Agency, LLC 0.49% Add +92.7% 189,198 $8.6M
Squarepoint Ops LLC 0.02% Add +1965.7% 188,499 $8.6M
Rwa Wealth Partners, LLC 0.09% Add +7.1% 185,880 $8.5M
IFS Advisors, LLC 4.36% Add +5.0% 185,542 $8.5M
Aire Advisors, LLC 1.54% Reduce -0.5% 184,370 $8.4M
Independent Financial Group, LLC 0.18% Add +2.5% 180,344 $8.2M
YHB Investment Advisors, Inc. 0.58% Add +0.1% 178,731 $8.2M
Bay Capital Advisors, LLC 4.98% Add +2.9% 176,999 $8.1M
Kayne Anderson Rudnick Investment Management LLC 0.02% New 176,491 $8.1M
Venturi Wealth Management, LLC 0.36% Reduce -0.2% 176,059 $8.0M
Seven Springs Wealth Group, LLC 1.89% Reduce -0.3% 175,926 $8.0M
Old Mission Capital LLC 0.18% New 170,221 $7.8M
Ironwood Wealth Management, LLC. 2.22% Reduce -0.9% 169,460 $7.7M
XML Financial, LLC 0.62% Add +4.7% 169,407 $7.7M
Richmond Investment Services, LLC 1.24% Reduce -2.1% 168,604 $7.7M
Planwiser Financial, LLC 5.55% Reduce -9.3% 156,907 $7.7M
Bensler, LLC 0.79% Add +7.8% 167,062 $7.6M
Novem Group 0.87% Add +0.1% 166,685 $7.6M
Convergence Financial, LLC 0.81% Add +15.2% 166,581 $7.6M
Optimist Retirement Group LLC 3.35% Reduce -0.9% 166,399 $7.6M
Sentinel Pension Advisors, LLC 1.12% Reduce -0.5% 166,392 $7.6M
TCP Asset Management, LLC 0.97% New 165,706 $7.6M
Fairfield University 3.78% Reduce -25.3% 165,301 $7.5M
Financial Advisory Partners, LLC 2.12% Add +8.0% 164,096 $7.5M
Ausdal Financial Partners, Inc. 0.33% Reduce -72.6% 163,343 $7.5M
CSM Advisors, LLC 0.18% Reduce -12.9% 162,925 $7.4M
Diligent Investors, LLC 1.82% Reduce -2.5% 161,121 $7.4M
AQR Capital Management 0.00% Add +31.5% 160,864 $7.3M
Nicolet Bankshares Inc. 0.27% Add +2975.7% 159,260 $7.3M
Sherman Wealth Management LLC 6.21% Add +12.0% 158,463 $7.2M
WealthTrak Capital Management LLC 5.12% Add +29.1% 156,926 $7.2M
Vista Cima Wealth Management LLC 7.07% Add +50.1% 156,718 $7.2M
BayBridge Capital Group, LLC 4.43% No change 161,000 $7.2M
Aerodigm Wealth, LLC 2.67% Reduce -0.6% 155,186 $7.1M
Cresset Asset Management, LLC 0.03% Add +0.3% 154,168 $7.0M
Battery Global Advisors, LLC 3.74% No change 152,557 $7.0M
Oregon Pacific Wealth Management, LLC 7.24% Reduce -0.4% 151,927 $6.9M
Avior Wealth Management, LLC 0.19% Add +0.1% 150,170 $6.9M
Vested Financial Planning, LLC 5.22% Add +9.0% 150,138 $6.9M
Fourth Dimension Wealth, LLC 2.59% Add +1.9% 149,340 $6.8M
Benchmark Financial, LLC 6.08% Add +15.8% 148,467 $6.8M
BIP Wealth, LLC 0.27% Reduce -15.9% 147,908 $6.8M
Sheets Smith Wealth Management 0.75% Add +1.8% 145,789 $6.7M
Total Clarity Wealth Management, Inc. 1.56% Add +18.7% 145,554 $6.6M
Great Lakes Advisors, LLC 0.05% Reduce -39.0% 144,492 $6.6M
Continuum Advisory, LLC 0.60% Reduce -8.9% 138,090 $6.3M
Raleigh Capital Management Inc. 2.17% Reduce -3.8% 137,514 $6.3M
Wilkins Miller Wealth Management, LLC 3.80% Add +2.6% 137,492 $6.3M
BCS Wealth Management 1.25% Reduce -48.5% 134,139 $6.1M
Capital Analysts, LLC 0.16% Add +3.7% 132,939 $6.1M
Cary Street Partners Investment Advisory LLC 1.55% Add +18.4% 132,570 $6.1M
Tyche Wealth Partners LLC 0.91% Add +14.1% 129,443 $5.9M
FDx Advisors, Inc. 1.88% New 129,267 $5.9M
Montis Financial, LLC 1.22% Add +4.1% 129,133 $5.9M
North Star Asset Management Inc. 0.25% Reduce -9.5% 128,331 $5.9M
Cornerstone Advisors Asset Management, LLC 0.90% Reduce -1.4% 128,034 $5.8M
Occidental Asset Management, LLC 0.69% Add +5.3% 127,626 $5.8M
Advisory Services Network, LLC 0.08% Reduce -8.8% 127,301 $5.8M
Symphony Financial, Ltd. Co. 0.76% Add +0.7% 128,739 $5.8M
Hughes Financial Services, LLC 0.89% Reduce -3.3% 126,173 $5.8M
Balefire, LLC 1.08% Add +21.6% 125,446 $5.7M
United Capital Financial Advisors, LLC 0.04% Reduce -1.8% 125,258 $5.7M
Arq Wealth Advisors, LLC 1.03% Reduce -1.7% 125,233 $5.7M
Yukon Wealth Management, Inc. 3.40% Add +1.6% 124,761 $5.7M
Breachway Investments LLC 5.35% Add +3.1% 120,120 $5.6M
Red Wave Investments LLC 1.65% Reduce -11.3% 120,755 $5.5M
Smith Thornton Advisors LLC 2.75% Add +3.3% 119,500 $5.5M
LBMC Investment Advisors, LLC 0.33% Reduce -0.1% 118,669 $5.4M
Schwallier Wealth Management LLC 3.96% Reduce -6.5% 118,623 $5.4M
Valpey Financial Services, LLC 3.52% Reduce -4.5% 118,361 $5.4M
FSB Premier Wealth Management, Inc. 1.69% Reduce -5.0% 117,961 $5.4M
Integrity Wealth Solutions LLC 2.08% Reduce -0.2% 115,870 $5.3M
Ervin Investment Management, LLC 3.05% Add +4.1% 114,088 $5.2M
Towercrest Capital Management 0.81% Reduce -1.5% 113,431 $5.2M
SYM FINANCIAL Corp 0.51% Add +10.5% 112,579 $5.1M
International Private Wealth Advisors LLC 3.14% Add +1.8% 112,460 $5.1M
Harbor Advisory Corp. 1.54% No change 112,330 $5.1M
Brown Financial Advisors 1.92% Reduce -2.4% 111,193 $5.1M
Hirtle & Co., LLC 0.20% No change 110,407 $5.0M
Choreo, LLC 0.06% Reduce -0.5% 110,321 $5.0M
Heartwood Wealth Advisors LLC 0.44% Reduce -3.4% 110,259 $5.0M
Spartan Planning & Wealth Management 3.71% Reduce -38.3% 109,908 $5.0M
Vertex Planning Partners, LLC 0.97% Reduce -4.4% 109,561 $5.0M
Modern Wealth Management, LLC 0.08% Add +76.6% 106,089 $4.9M
Captrust Financial Advisors 0.01% Add +17.0% 107,092 $4.9M
Trilogy Capital Inc. 0.22% Add +3.6% 106,464 $4.9M
Smartleaf Asset Management LLC 0.18% Add +4.1% 109,876 $4.9M
Global Endowment Management, LP 0.54% Add +17.1% 105,046 $4.8M
Heritage Trust Co 0.48% No change 104,933 $4.8M
DeDora Capital, Inc. 1.17% No change 104,837 $4.8M
Aspetuck Financial Management LLC 3.27% Add +1.3% 104,394 $4.8M
Nwam LLC 0.27% Reduce -5.8% 102,949 $4.7M
Visionary Wealth Advisors 0.21% Reduce -4.6% 102,316 $4.7M
Norway Savings Bank 2.20% Add +1.0% 101,508 $4.6M
Keener Financial Planning LLC 1.93% Add +0.1% 100,599 $4.6M
Opes Wealth Management LLC 0.76% Add +3.0% 97,736 $4.5M
Northwest Wealth Advisors, LLC 3.18% Add +14.3% 97,456 $4.4M
Tranquilli Financial Advisor LLC 2.58% Reduce -11.6% 96,670 $4.4M
Oxinas Partners, LLC 2.01% Reduce -1.9% 96,202 $4.4M
Fidelis Capital Partners, LLC 0.31% Reduce -3.9% 95,764 $4.4M
Weitzel Financial Services, Inc. 1.65% Add +6.3% 94,198 $4.4M
Range Financial Group LLC 1.45% Add +2.0% 94,602 $4.3M
rebel Financial LLC 1.87% Reduce -6.6% 94,523 $4.3M
Financial Insights, Inc. 1.39% Reduce -0.1% 93,812 $4.3M
QP Wealth Management, LLC 7.30% Reduce -29.2% 93,281 $4.3M
HBW Advisory Services LLC 0.45% Add +0.5% 92,697 $4.2M
Venture Visionary Partners LLC 0.14% Add +4.5% 91,770 $4.2M
Colton Groome Financial Advisors, LLC 1.19% Reduce -4.3% 91,569 $4.2M
VestGen Advisors, LLC 0.12% Reduce -4.4% 83,762 $4.2M
Eclectic Associates Inc. 0.55% Add +3.4% 90,936 $4.2M
JRM Investment Counsel, LLC 1.10% No change 90,103 $4.1M
Towerpoint Wealth, LLC 1.66% Reduce -2.2% 89,932 $4.1M
Cabot Wealth Management Inc. 0.47% Add +9.8% 89,841 $4.1M
G&S Capital LLC 1.44% Add +13.8% 89,680 $4.1M
PAX Financial Group, LLC 0.70% Reduce -8.6% 89,372 $4.1M
Renaissance Technologies 0.01% New 88,900 $4.1M
Gambit Capital Management, LLC 2.90% Add +99.2% 88,733 $4.1M
Legacy Wealth Partners, LLC 1.02% Add +6.0% 88,729 $4.1M
One Capital Management, LLC 0.11% Add +20.8% 88,390 $4.0M
Principal Securities, Inc. 0.06% Add +61.0% 88,356 $4.0M
Ashton Thomas Private Wealth, LLC 0.09% Add +14.5% 86,897 $4.0M
YANKCOM Partnership 1.63% No change 86,755 $4.0M
Novus Advisors, LLC 8.84% Reduce -7.0% 86,600 $4.0M
ORBA Wealth Advisors, L.L.C. 4.68% Reduce -14.8% 86,004 $3.9M
Alliance Wealth Management Group 0.86% Reduce -1.8% 85,744 $3.9M
Steele Capital Management, Inc. 0.16% Reduce -0.7% 85,629 $3.9M
Paladin Wealth, LLC 2.66% Add +8.9% 84,788 $3.9M
LexAurum Advisors, LLC 0.50% — 84,717 $3.9M
Cooksen Wealth, LLC 2.80% Add +3.2% 84,579 $3.9M
UNIVEST FINANCIAL Corp 0.22% Add +5.9% 84,519 $3.9M
Blair William & Co. 0.01% Add +13.3% 84,409 $3.9M
Patriot Investment Management Group, Inc. 0.25% No change 84,361 $3.9M
Stevens Capital Partners 0.93% Add +89.5% 84,289 $3.8M
Optima Capital LLC 1.77% Add +5.3% 83,365 $3.8M
O'shaughnessy Asset Management, LLC 0.02% Add +76.8% 83,275 $3.8M
Private Trust Co. NA 0.34% Add +2.9% 82,717 $3.8M
Gladstone Institutional Advisory LLC 0.14% Add +1.2% 82,620 $3.8M
Downshift Financial, LLC 1.94% Add +6.3% 77,837 $3.7M
Koshinski Asset Management, Inc. 0.23% Reduce -4.4% 81,795 $3.7M
Lowe Brockenbrough & Co. Inc. 0.18% No change 81,222 $3.7M
Richardson Financial Services Inc. 2.31% Reduce -11.9% 80,956 $3.7M
Larson Financial Group LLC 0.12% Reduce -9.9% 80,817 $3.7M
Rossby Financial, LCC 0.77% Add +12750.8% 79,418 $3.7M
Butensky & Cohen Financial Security, Inc. 0.97% Reduce -1.4% 80,731 $3.7M
NBT Bank, N.A. 0.24% Add +1.1% 79,065 $3.6M
Y-Intercept (Hong Kong) Ltd 0.07% New 77,297 $3.5M
Quent Capital, LLC 0.25% Reduce -1.1% 76,866 $3.5M
Global Financial Private Client, LLC 1.14% Reduce -2.1% 76,482 $3.5M
World Investment Advisors 0.06% Add +1.3% 76,166 $3.5M
Equita Financial Network, Inc. 1.09% Reduce -1.3% 75,783 $3.5M
Susquehanna International Group, LLP 0.00% Reduce -95.0% 75,134 $3.4M
SkyOak Wealth, LLC 0.62% Add +0.7% 74,400 $3.4M
Byrne Financial Freedom, LLC 1.62% Add +44.1% 74,339 $3.4M
American Investment Services, Inc. 0.75% Reduce -3.1% 73,823 $3.4M
Vista Investment Management 1.13% Add +2.9% 73,683 $3.4M
21 West Wealth Management LLC 3.03% Reduce -2.0% 71,571 $3.3M
Sowell Financial Services LLC 0.12% Add +13.5% 70,182 $3.2M
PNC Financial Services Group, Inc. 0.00% Add +3.0% 70,161 $3.2M
Norden Group LLC 0.30% Add +0.8% 69,049 $3.2M
Virtue Capital Management, LLC 0.48% Reduce -3.1% 70,840 $3.1M
Forefront Wealth Partners, LLC 1.30% Add +13.0% 68,149 $3.1M
Prime Capital Investment Advisors, LLC 0.04% Reduce -3.7% 67,959 $3.1M
Life Planning Partners, Inc 2.36% Reduce -0.7% 67,750 $3.1M
SageView Advisory Group, LLC 0.11% Add +211.3% 67,713 $3.1M
Apeiron RIA LLC 0.71% Add +53.5% 67,197 $3.1M
Mattson Financial Services, LLC 0.73% Reduce -2.9% 67,188 $3.1M
Northwest Wealth Management, LLC 0.46% Reduce -6.4% 66,903 $3.1M
Savvy Advisors, Inc. 0.08% Add +0.4% 66,780 $3.0M
Parallel Advisors, LLC 0.05% Reduce -11.7% 66,602 $3.0M
TRB Wealth Management, LLC 0.43% — 66,492 $3.0M
TBH Global Asset Management, LLC 0.61% New 66,442 $3.0M
City National Bank of Florida 1.79% Reduce -7.4% 65,613 $3.0M
JFS Wealth Advisors, LLC 0.17% Reduce -1.4% 65,004 $3.0M
WLTH Capital Management, LLC 2.31% Reduce -1.1% 64,706 $3.0M
Landmark Wealth Management, LLC 0.79% Add +8.0% 64,240 $2.9M
Trinity Wealth Management, LLC 1.07% Add +0.3% 63,831 $2.9M
Columbia River Financial Group, LLC 1.68% Add +1.7% 63,308 $2.9M
FF Advisors,LLC 1.17% Reduce -0.1% 59,728 $2.9M
Walsh & Associates, LLC 2.85% Add +1.7% 63,051 $2.9M
Simon Quick Advisors, LLC 0.13% Reduce -0.7% 62,624 $2.9M
Zhang Financial LLC 0.10% Add +27.6% 62,600 $2.9M
United Asset Strategies, Inc. 0.23% Add +16.6% 62,588 $2.9M
Lunt Capital Management, Inc. 1.10% Reduce -2.8% 62,490 $2.9M
Rehmann Capital Advisory Group 0.15% Add +29.4% 61,400 $2.8M
ABLE Financial Group, LLC 0.54% Reduce -0.7% 60,648 $2.8M
Baron Financial Group, LLC 1.49% Reduce -0.5% 60,578 $2.8M
Bell Bank 0.12% Add +22.0% 60,229 $2.7M
Midwest Financial Network, LLC 2.18% Reduce -38.8% 60,109 $2.7M
OneDigital Investment Advisors LLC 0.03% Reduce -12.4% 60,070 $2.7M
Breakwater Investment Management 1.01% Reduce -0.4% 59,550 $2.7M
Chicago Capital, LLC 0.07% No change 58,000 $2.6M
Kohmann Bosshard Financial Services, LLC 0.26% No change 57,563 $2.6M
Carroll Advisory Group, LLC 1.02% Reduce -14.5% 57,389 $2.6M
Livet Wealth, LLC 1.65% Reduce -0.1% 56,877 $2.6M
Janney Montgomery Scott LLC 0.01% Add +1.6% 56,660 $2.6M
Opus Capital Group, LLC 0.28% Reduce -0.4% 56,401 $2.6M
Ascent Group, LLC 0.09% Reduce -10.5% 55,979 $2.6M
Sharkey, Howes & Javer 0.34% Reduce -9.2% 55,145 $2.5M
First Manhattan Co. Llc. 0.01% Reduce -0.0% 55,113 $2.5M
AdvisorNet Financial, Inc 0.13% Add +2.9% 55,084 $2.5M
Money Concepts Capital Corp. 0.14% Add +17.9% 53,908 $2.5M
Watershed Private Wealth LLC 0.77% Reduce -6.9% 53,830 $2.5M
Financial Network Wealth Advisors LLC 2.51% Add +7.9% 53,778 $2.5M
Compound Planning, Inc. 0.08% Reduce -8.5% 53,776 $2.5M
Idaho Trust Co 0.79% Reduce -31.2% 53,034 $2.4M
Financial Connections Group, Inc. 0.84% Reduce -0.6% 52,840 $2.4M
Hibernia Wealth Partners, LLC 0.70% Add +42.2% 52,219 $2.4M
NewEdge Wealth, LLC 0.03% No change 52,036 $2.4M
Rockbridge Investment Management, LCC 0.21% Reduce -2.1% 51,430 $2.3M
Wedmont Private Capital 0.08% Add +0.6% 48,645 $2.3M
EP Wealth Advisors, LLC 0.01% Reduce -42.5% 51,415 $2.3M
Sherman Asset Management, Inc. 2.16% Add +6.3% 51,411 $2.3M
Brown Advisory Inc. 0.00% Reduce -35.8% 51,267 $2.3M
Econ Financial Services Corp 1.09% Add +745.5% 51,235 $2.3M
Gainplan LLC 1.75% Reduce -0.1% 51,172 $2.3M
Tilson Financial Group, Inc. 0.70% Reduce -0.3% 50,999 $2.3M
Perennial Investment Advisors, LLC 0.19% Reduce -5.3% 50,855 $2.3M
HRT Financial LP 0.01% New 50,700 $2.3M
Arkadios Wealth Advisors 0.04% Add +197.5% 50,430 $2.3M
Stablepoint Partners, LLC 0.34% Add +8.6% 49,722 $2.3M
Capital Planning Advisors, LLC 0.32% Add +9.0% 49,088 $2.2M
Private Wealth Group, LLC 1.04% Add +2.0% 48,865 $2.2M
Pinnacle Wealth Management Advisory Group, LLC 0.15% New 47,986 $2.2M
Pinnacle Associates Ltd. 0.03% New 47,986 $2.2M
Lockerman Financial Group, Inc. 3.91% Reduce -5.9% 47,601 $2.2M
Sage Mountain Advisors LLC 0.15% No change 47,171 $2.2M
Advisor OS, LLC 0.15% Reduce -59.8% 46,431 $2.1M
Andrews Advisory Associates, LLC 1.11% Reduce -11.3% 46,252 $2.1M
Silverlake Wealth Management LLC 0.44% Reduce -2.5% 46,157 $2.1M
Triad Wealth Partners, LLC 0.17% Add +42.9% 45,935 $2.1M
Investment Partners, LTD. 0.75% Reduce -3.0% 45,918 $2.1M
Comprehensive Money Management Services LLC 1.37% Reduce -1.3% 45,597 $2.1M
ACT Advisors, LLC. 0.88% Reduce -7.6% 45,214 $2.1M
Maridea Wealth Management LLC 0.30% Reduce -7.3% 44,793 $2.0M
Penobscot Wealth Management 0.59% Add +95.1% 44,616 $2.0M
IRON Financial LLC 0.87% Reduce -0.4% 43,807 $2.0M
McNaughton Wealth Management, LLC 0.82% Add +6.5% 43,645 $2.0M
Bluespring Wealth Management, LLC 0.17% No change 43,537 $2.0M
Tempus Wealth Planning, LLC 0.45% Add +4.6% 43,123 $2.0M
Enclave Advisors LLC 0.28% Add +7.3% 42,987 $2.0M
PCG Wealth Advisors, LLC 0.49% Reduce -35.2% 42,560 $1.9M
Realta Investment Advisors 0.67% Add +26.2% 42,541 $1.9M
Legacy Private Trust Co. 0.12% Reduce -4.8% 42,339 $1.9M
Apollon Wealth Management, LLC 0.03% Add +0.5% 42,295 $1.9M
Outlook Wealth Advisors, LLC 0.46% Reduce -10.6% 41,689 $1.9M
Baird Financial Group, Inc. 0.00% Add +10.8% 41,521 $1.9M
MCF Advisors LLC 0.08% No change 41,315 $1.9M
Barnes Wealth Management Group, Inc 0.96% Add +11.6% 41,310 $1.9M
Krilogy Financial LLC 0.06% Add +0.1% 38,338 $1.9M
Bill Few Associates, Inc. 0.45% Add +5.3% 40,865 $1.9M
HUB Investment Partners, LLC 0.05% Add +521.8% 40,819 $1.9M
Roan Capital Partners 1.71% — 40,500 $1.8M
Alliance Wealth Advisors, LLC 0.40% Reduce -23.9% 40,411 $1.8M
WealthPoint Financial, LLC 1.54% Add +16.6% 40,249 $1.8M
Wealthspire Retirement, LLC 0.11% Reduce -0.8% 40,090 $1.8M
Clarkston Capital Partners, LLC 0.14% No change 39,500 $1.8M
PW Advisors, LLC \ FL 1.34% Reduce -1.6% 39,101 $1.8M
Sanchez Gaunt Capital Management, LLC 1.11% — 39,042 $1.8M
Moneta Group Investment Advisors LLC 0.01% Reduce -1.0% 38,715 $1.8M
TKG Advisors, LLC 0.72% Add +15.4% 38,280 $1.7M
Composition Wealth, LLC 0.02% Add +3.9% 38,061 $1.7M
Bison Wealth, LLC 0.17% Add +54.3% 34,417 $1.7M
Fullerton Advisors, LLC 1.75% Reduce -1.1% 37,018 $1.7M
KMG Fiduciary Partners, LLC 0.12% Add +8.4% 36,473 $1.7M
Vise Technologies, Inc. 0.03% No change 37,480 $1.7M
Blue Capital, Inc. 1.08% Add +0.6% 36,181 $1.7M
Black Diamond Financial, LLC 0.18% Add +6.7% 36,139 $1.6M
Howard Wealth Management, LLC 0.69% Add +0.1% 36,043 $1.6M
Vericrest Private Wealth 1.47% Reduce -1.4% 35,864 $1.6M
Northern Trust Corp. 0.00% Add +1.2% 35,816 $1.6M
Eagle Strategies LLC 0.19% Add +2.0% 35,603 $1.6M
Bank of Montreal 0.00% Add +39.9% 34,837 $1.6M
True North Advisors, LLC 0.18% Reduce -1.8% 34,667 $1.6M
Ridgewood Investments LLC 0.64% — 34,524 $1.6M
Laurel Wealth Planning LLC 0.83% Reduce -2.1% 34,296 $1.6M
Sigma Planning Corp 0.04% Add +81.6% 34,239 $1.6M
Meridian Wealth Management, LLC 0.06% Reduce -1.9% 34,205 $1.6M
Dravo Bay LLC 0.63% Add +3.2% 34,122 $1.6M
Wealthcare Capital Partners, LLC 0.73% Reduce -6.6% 34,076 $1.6M
Ballast Advisors LLC 0.45% Reduce -2.9% 33,815 $1.5M
Great Diamond Partners, LLC 0.30% Add +29.6% 33,814 $1.5M
Calton & Associates, Inc. 0.22% Add +5.8% 33,752 $1.5M
Courier Capital LLC 0.09% Reduce -0.7% 33,740 $1.5M
PCB Capital LLC 2.42% Add +13.3% 33,697 $1.5M
CORDA Investment Management, LLC. 0.11% Add +10.6% 33,675 $1.5M
USAdvisors Wealth Management, LLC 0.51% Reduce -3.2% 34,463 $1.5M
Jim Saulnier & Associates, LLC 0.74% No change 33,256 $1.5M
FreeGulliver LLC 0.64% Reduce -0.3% 33,152 $1.5M
Level Four Advisory Services, LLC 0.05% Reduce -5.1% 33,132 $1.5M
Altrius Capital Management Inc 0.30% Add +2.8% 33,084 $1.5M
Concurrent Investment Advisors, LLC 0.02% Reduce -57.2% 32,604 $1.5M
Legacy Edge Advisors, LLC 0.15% Reduce -1.6% 32,096 $1.5M
Goldstein Advisors, LLC 0.16% Reduce -7.1% 32,058 $1.5M
Sterling Wealth Management, Inc. 0.40% No change 31,918 $1.5M
Dagco, Inc. 0.31% New 31,754 $1.4M
Integrity Wealth Partners, LLC 1.30% — 31,664 $1.4M
Independent Wealth Network Inc. 0.43% Add +553.0% 31,593 $1.4M
MBM Wealth Consultants, LLC 0.33% Add +0.0% 31,536 $1.4M
German American Bancorp, Inc. 0.12% No change 31,453 $1.4M
Peirce Capital Management, LLC 0.56% No change 31,302 $1.4M
Keystone Wealth Services, LLC 0.30% Add +5.5% 30,942 $1.4M
River Street Advisors LLC 0.47% Add +4.3% 30,752 $1.4M
Phillips Financial Management, LLC 0.10% No change 30,419 $1.4M
Paladin Advisory Group, LLC 1.05% Add +0.0% 30,320 $1.4M
Ruggiero Investments, Inc. 1.33% New 30,173 $1.4M
Red Reef Advisors LLC 1.43% Add +7.8% 29,979 $1.4M
Detalus Advisors, LLC 0.31% Reduce -16.8% 29,626 $1.4M
Narus Financial Partners, LLC 0.35% Add +6.0% 29,508 $1.3M
Fisher Asset Management 0.00% Add +239.5% 29,387 $1.3M
Iams Wealth Management, LLC 0.47% Reduce -3.5% 29,243 $1.3M
Keystone Financial Group 0.09% Add +5.8% 28,857 $1.3M
Voya Financial Advisors, Inc. 0.13% Add +31.3% 29,635 $1.3M
Inspire Advisors, LLC 0.11% New 28,593 $1.3M
Caitlin John, LLC 0.77% Reduce -37.5% 28,151 $1.3M
Seaside Wealth Management, Inc. 0.36% No change 27,878 $1.3M
Advisors Management Group Inc. 0.23% Add +0.3% 27,751 $1.3M
Brand Asset Management Group, Inc. 0.33% Add +0.4% 27,674 $1.3M
First Trust Advisors LP 0.00% Reduce -0.0% 27,613 $1.3M
Seneca Financial Advisors LLC 0.37% No change 27,609 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.05% Reduce -7.3% 27,562 $1.3M
Balboa Wealth Partners 0.21% Reduce -13.1% 27,397 $1.3M
Bank of Hawaii 0.07% Reduce -1.1% 27,243 $1.2M
Pinnacle Financial Partners, Inc. 0.01% Add +31.7% 26,980 $1.2M
Kelman-Lazarov, Inc. 0.18% Add +18.6% 26,793 $1.2M
CoreCap Advisors, LLC 0.04% Reduce -1.8% 26,672 $1.2M
Petersen Hastings Wealth Advisors Inc. 0.11% Add +2.8% 26,220 $1.2M
MidAtlantic Capital Management, Inc. 0.82% Reduce -1.7% 26,170 $1.2M
October Effect Ltd 1.35% Add +40.1% 25,653 $1.2M
GLR Partners, LLC 0.64% — 25,649 $1.2M
Tannin Capital LLC 0.84% Reduce -4.6% 25,485 $1.2M
Fortis Group Advisors, LLC 0.19% Reduce -2.7% 23,741 $1.2M
Hancock Whitney Corp. 0.02% Add +3.5% 24,699 $1.1M
WealthCare Investment Partners, LLC 0.31% Reduce -3.2% 24,499 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -2.7% 24,418 $1.1M
Cannon Financial Strategists, Inc. 0.15% Add +138.3% 24,341 $1.1M
IFG Advisors, LLC 0.18% No change 24,327 $1.1M
Cambient Family Office, LLC 0.15% No change 24,125 $1.1M
Hopwood Nicholas Hunter 0.35% Reduce -0.7% 23,905 $1.1M
Golden State Wealth Management, LLC 0.12% Reduce -20.6% 23,882 $1.1M
Gilpin Wealth Management, LLC 0.86% Add +0.8% 23,800 $1.1M
M&T Bank Corp 0.00% Reduce -6.6% 23,745 $1.1M
American Institute for Advanced Investment Management, LLP 0.70% Add +121.7% 23,744 $1.1M
Prevail Innovative Wealth Advisors, LLC 0.18% Add +5.8% 23,616 $1.1M
Bokf, NA 0.02% Reduce -4.2% 23,597 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -3.0% 23,551 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +1.6% 23,315 $1.1M
Key Financial Inc 0.19% Add +0.6% 23,264 $1.1M
Zacks Investment Management 0.01% Add +19.7% 23,157 $1.1M
Virtu Financial LLC 0.04% New 22,981 $1.0M
Medallion Wealth Advisors, LLC 0.34% Add +8.3% 22,853 $1.0M
FWG Investments, LLC. 0.66% Reduce -10.8% 22,589 $1.0M
Dorsey & Whitney Trust CO LLC 0.06% No change 22,468 $1.0M
Howard Financial Services, LTD. 0.12% Add +0.0% 22,437 $1.0M
Csenge Advisory Group 0.05% Reduce -0.4% 22,420 $1.0M
Rock Point Advisors, LLC 0.28% Add +7.7% 22,395 $1.0M
Exencial Wealth Advisors, LLC 0.03% Reduce -5.2% 22,349 $1.0M
Wealth Advisors Northwest LLC 0.43% Reduce -2.7% 22,230 $1.0M
Flputnam Investment Management Co. 0.01% Reduce -18.0% 22,075 $1.0M
WFA of San Diego, LLC 0.80% Reduce -1.4% 21,753 $993K
Wallace Advisory Group, LLC 1.05% Reduce -7.9% 21,528 $983K
Glen Eagle Advisors, LLC 0.14% Reduce -65.2% 21,486 $981K
Apollon Financial, LLC 0.14% Add +203.1% 21,335 $974K
Leverty Financial Group, LLC 0.21% Add +2.4% 21,120 $964K
Nations Financial Group Inc, /Ia/ 0.05% Add +18.9% 21,087 $963K
Strategic Wealth Partners, Ltd. 0.07% Add +2.9% 20,916 $955K
Keybank National Association 0.00% No change 20,891 $954K
Stratos Investment Management, LLC 0.04% New 20,888 $954K
Balanced Wealth Group LLC 0.34% Add +3.9% 20,858 $952K
Destiny Capital Corp 0.51% No change 20,843 $951K
Allen Capital Group, LLC 0.08% Reduce -0.3% 20,607 $941K
Creative Financial Designs Inc. 0.06% Add +14.9% 20,591 $940K
Newport Capital Group, LLC 0.56% Reduce -7.2% 20,257 $925K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce 0.0% 20,252 $925K
SeedSafe Financial LLC 0.76% Add +3.7% 20,227 $923K
Colonial Trust Co / SC 0.13% No change 20,195 $922K
Uptown Financial Advisors LLC 0.74% No change 20,121 $919K
McKinley Carter Wealth Services, Inc. 0.05% Reduce -50.1% 19,973 $912K
Canal Capital Management, LLC 0.12% Add +1.3% 19,963 $911K
Baker Tilly Wealth Management, LLC 0.22% Reduce -0.7% 19,907 $909K
Citadel Advisors 0.00% Reduce -3.3% 19,886 $908K
Aegis Wealth Management, Inc. 0.71% Add +32.7% 19,873 $907K
Absolute Capital Management, LLC 0.30% Reduce -2.9% 19,779 $903K
Strategic Blueprint, LLC 0.05% Reduce -3.1% 19,675 $898K
M Holdings Securities, Inc. 0.06% Reduce -0.9% 17,821 $898K
Ameritas Advisory Services, LLC 0.03% Reduce -6.0% 19,645 $897K
Resurgent Financial Advisors LLC 0.33% Reduce -3.5% 19,606 $895K
Rooted Wealth Advisors, Inc. 0.24% Reduce -0.8% 18,101 $893K
Two Sigma Securities, LLC 0.10% Add +257.7% 19,511 $891K
Steward Partners Investment Advisory, LLC 0.00% Add +5.2% 19,249 $879K
Kraft, Davis & Associates, LLC 0.19% Reduce -39.0% 17,918 $878K
LWM Advisory Services, LLC 0.94% Reduce -31.7% 19,208 $877K
WealthShield Partners, LLC 0.10% Add +1.4% 19,105 $872K
Redwood Financial Network Corp 0.57% Add +20.7% 19,080 $871K
Franklin Resources Inc. 0.00% No change 19,061 $870K
Stephens Inc. 0.01% Reduce -0.1% 18,936 $864K
Balentine LLC 0.03% Reduce -13.8% 18,815 $859K
Pacifica Partners Inc. 0.28% Add +26.4% 18,636 $851K
Kintra Wealth, LLC 0.06% Reduce -3.1% 18,625 $850K
Financial Strategies Group, Inc. 0.14% Add +115.6% 17,377 $842K
Tru Independence Asset Management 2, LLC 0.52% No change 18,385 $839K
McClarren Financial Advisors, Inc. 0.49% Add +517.3% 18,283 $835K
J.W. Cole Advisors, Inc. 0.03% Reduce -15.8% 18,269 $834K
Ieq Capital, LLC 0.00% Reduce -0.4% 18,192 $830K
Professional Financial Advisors, LLC 0.17% Reduce -4.8% 18,159 $829K
Port Capital LLC 0.04% No change 18,000 $822K
Bolthouse Investments, LLC 0.74% Add +2.3% 17,842 $814K
Maia Wealth LLC 0.14% Reduce -3.6% 17,780 $812K
Wiregrass Investment Management LLC 0.66% Reduce -1.4% 17,527 $800K
Caliber Wealth Management, LLC / KS 0.09% Reduce -55.5% 17,470 $798K
Clark Asset Management, LLC 0.07% No change 17,382 $793K
Lumbard & Kellner, LLC 0.28% No change 17,381 $793K
TLWM 0.14% Add +17.8% 17,011 $777K
Coordinated Financial Services, Inc. 0.45% Add +6.3% 16,929 $773K
Brighton Jones LLC 0.02% New 16,883 $771K
Stone Summit Wealth LLC 0.21% Add +2.9% 16,779 $766K
BSW Wealth Partners 0.09% Add +1.4% 16,695 $762K
Spectrum Planning & Advisory Services Inc. 0.37% Add +2.9% 16,524 $754K
BlueChip Wealth Advisors LLC 0.32% Add +78.5% 16,181 $739K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -0.9% 16,168 $738K
E6 Portfolios, LLC 0.77% Add +11.7% 16,137 $737K
Acropolis Investment Management, LLC 0.03% Reduce -12.9% 16,127 $736K
GTS Securities LLC 0.03% New 16,116 $736K
Summit Financial Strategies, Inc. 0.06% New 16,107 $735K
Fifth Third Wealth Advisors LLC 0.02% Add +84.6% 16,101 $735K
Client 1ST Advisory Group, LLC 0.22% Reduce -3.0% 16,050 $733K
Kestra Private Wealth Services, LLC 0.01% Add +24.0% 16,035 $732K
Bernicke Wealth Management, Ltd. 0.09% Reduce -0.6% 15,881 $725K
Wedbush Securities Inc. 0.02% Add +3.5% 15,853 $724K
Evergreen Capital Management LLC 0.02% Add +0.3% 15,575 $711K
Brooklyn Investment Group 0.02% Add +6.7% 15,510 $708K
Natixis Advisors, LLC 0.00% Add +14.9% 15,500 $708K
A4 Wealth Advisors LLC 0.59% Reduce -34.6% 15,472 $706K
South Shore Capital Advisors 0.51% New 15,360 $701K
RMR Wealth Builders 0.06% Reduce -5.7% 15,316 $699K
Western Reserve Capital Management, LLC 0.57% Add +0.6% 15,298 $698K
Upper Left Wealth Management, LLC 0.41% Reduce -15.9% 15,198 $694K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.53% Reduce -14.0% 15,194 $694K
Whittier Trust Co. 0.01% No change 14,917 $692K
Cape Investment Advisory, Inc. 0.23% Reduce -0.1% 15,112 $690K
LVM Capital Management Ltd. 0.07% No change 15,100 $689K
Wilmington Savings Fund Society, FSB 0.02% No change 15,079 $688K
Stock Yards Bank & Trust Co. 0.02% Add +7.7% 15,028 $686K
Inscription Capital, LLC 0.07% New 14,989 $684K
CogentBlue Wealth Advisors, LLC 0.46% Reduce -20.8% 14,942 $682K
Aletheian Wealth Advisors LLC 0.33% — 14,906 $680K
Lane Brothers & Co. Inc. 0.49% Reduce -5.4% 14,839 $677K
Wealthfront Advisers LLC 0.00% Add +16.3% 14,793 $675K
Prospect Financial Group LLC 0.62% Reduce -13.7% 14,742 $673K
Stratos Wealth Advisors, LLC 0.04% Reduce -88.8% 14,732 $673K
Coastline Complete Wealth LLC 0.41% Add +1.8% 14,523 $663K
Texas Yale Capital Corp. 0.02% No change 14,500 $662K
Cedar Point Capital Partners, LLC 0.42% Add +2.1% 14,301 $653K
Yoder Wealth Management, Inc. 0.30% No change 14,300 $653K
Acorn Financial Advisory Services Inc. 0.09% Reduce -3.1% 14,225 $649K
Thompson David Blair 0.37% Reduce -78.7% 14,176 $647K
BCK Partners, Inc. 0.35% Add +0.1% 14,174 $647K
PFG Advisors 0.03% Reduce -41.9% 14,164 $647K
FSA Advisors, Inc. 0.42% Reduce -47.9% 14,117 $644K
Latitude Advisors, LLC 0.29% Add +53.1% 14,096 $643K
CIBC Bancorp USA Inc. 0.00% — 14,028 $640K
Wealthcare Capital Management LLC 0.06% Reduce -2.9% 14,019 $640K
Chicago Partners Investment Group LLC 0.01% Add +2.2% 13,039 $634K
Triumph Capital Management 0.13% Reduce -6.3% 13,869 $633K
Plan A Wealth LLC 0.30% Reduce -18.7% 13,841 $632K
Cantor Fitzgerald Investment Advisors L.P. 0.05% Add +36.4% 13,748 $628K
Pacific Park Financial, Inc. 0.41% Add +9.2% 13,680 $624K
Anchor Investment Management, LLC 0.05% No change 13,667 $624K
Insight Advisors, LLC/ PA 0.12% Reduce -91.0% 13,597 $621K
Barnes Dennig Private Wealth Management LLC 0.61% Add +254.4% 13,522 $617K
Hershey Financial Advisers, LLC 0.53% Reduce -0.2% 13,512 $617K
Capital Advisors Inc. 0.01% Add +0.9% 13,509 $617K
Glassman Wealth Services 0.08% Add +0.4% 13,491 $616K
Maripau Wealth Management LLC 0.27% Add +21.3% 13,480 $615K
Astoria Strategic Wealth, Inc. 0.16% Add +2.0% 13,443 $614K
Cypress Financial Planning LLC 0.17% Reduce -4.4% 13,377 $611K
Cardiff Park Advisors, LLC 0.05% No change 13,300 $607K
Belleair Asset Management, LLC 0.55% No change 13,291 $607K
Catalyst Financial Partners LLC 0.07% Add +29.8% 13,255 $605K
Leo Wealth, LLC 0.04% Add +21.8% 13,058 $596K
Shepherd Financial Partners LLC 0.06% No change 12,998 $593K
Evanson Asset Management, LLC 0.03% Add +27.0% 12,997 $593K
Gross & Hartman Investments LLC 0.31% Reduce -12.9% 12,955 $591K
Altus Wealth Group LLC 0.24% Reduce -0.6% 12,952 $591K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.4% 12,910 $589K
Richard W. Paul & Associates, LLC 0.20% Reduce -8.9% 12,861 $587K
Family Legacy, Inc. 0.18% Reduce -2.5% 12,811 $585K
Rf&l Wealth Management, LLC 0.44% Reduce -3.2% 12,753 $582K
Lantz Financial LLC 0.12% Reduce -3.4% 12,742 $582K
Berger Financial Group, Inc 0.03% Reduce -17.5% 12,733 $581K
Quantum Financial Planning Services, Inc. 0.21% No change 12,714 $580K
SteelPeak Wealth, LLC 0.02% Add +7.1% 12,585 $575K
Mosaic Family Wealth Partners, LLC 0.06% Reduce -6.3% 12,444 $568K
Banco Santander, S.A. 0.00% Add +3.2% 12,420 $567K
Acorn Wealth Advisors, LLC 0.16% Add +9.6% 12,182 $556K
Sequent Asset Management, LLC 0.27% No change 12,129 $554K
Transcend Capital Advisors, LLC 0.04% Add +99.2% 12,098 $552K
Strategic Investment Advisors / MI 0.04% Reduce -4.9% 12,068 $551K
One Wealth Capital Management, LLC 0.24% Add +14.2% 11,419 $550K
Ellevest, Inc. 0.08% Reduce -11.6% 11,976 $547K
Kavar Capital Partners Group, LLC 0.07% No change 11,976 $547K
Old Second National Bank of Aurora 0.11% Add +1.7% 11,967 $546K
Gryphon Financial Partners LLC 0.06% New 11,881 $542K
Bessemer Group Inc. 0.00% Add +1405.1% 11,740 $535K
Ridgeline Wealth Planning, LLC 0.39% Add +53.1% 11,655 $532K
Fell Capital Management 0.51% Add +20.2% 11,600 $530K
Hurley Capital, LLC 0.28% Reduce -18.2% 11,598 $529K
Bleakley Financial Group, LLC 0.01% New 11,504 $525K
Curi Capital, LLC 0.01% Add +0.4% 11,483 $524K
Intrepid Financial Planning Group LLC 0.21% Reduce -2.5% 11,479 $524K
Avantax Planning Partners, Inc. 0.01% Reduce -3.8% 11,421 $521K
Retirement Planning Group, LLC 0.02% Add +1.6% 11,251 $514K
Midwest Trust Co 0.01% Add +30.1% 11,244 $513K
Howard Capital Management Group, LLC 0.03% No change 11,200 $511K
Integrated Investment Consultants, LLC 0.11% Add +1.0% 11,153 $509K
Lincoln Capital Corp. 0.19% No change 11,143 $509K
Clark Capital Management Group, Inc. 0.00% Add +12.0% 11,126 $508K
UMB Bank, n.a. 0.01% Add +6526.9% 11,067 $505K
Onyx Bridge Wealth Group LLC 0.05% Reduce -5.1% 11,046 $504K
Delta Financial Advisors LLC 0.13% No change 11,020 $503K
Regal Investment Advisors LLC 0.03% New 11,016 $503K
Intrua Financial, LLC 0.05% Reduce -10.6% 10,977 $501K
Plan Group Financial, LLC 0.12% Add +6.9% 10,956 $500K
Smith, Moore & Co. 0.04% Add +1.8% 10,895 $497K
Quest 10 Wealth Builders, Inc. 0.43% Add +2.0% 10,802 $493K
McAdam, LLC 0.02% Add +7.5% 10,774 $492K
Evolution Wealth Management Inc. 0.36% Add +0.2% 10,735 $490K
KPP Advisory Services LLC 0.07% Reduce -1.3% 10,732 $490K
Vanguard Advisers Inc. 0.00% — 10,672 $487K
Redwood Investment Management, LLC 0.06% Reduce -16.1% 10,554 $482K
Kelly Financial Services LLC 0.12% Reduce -12.0% 10,552 $482K
4WEALTH Advisors, Inc. 0.41% Add +3.8% 10,775 $476K
Uptick Partners, LLC 0.09% Add +18.2% 10,343 $472K
Burney Co./ 0.01% Reduce -1.6% 10,322 $471K
Asset Dedication, LLC 0.03% No change 10,282 $469K
WealthPlan Investment Management, LLC 0.03% Add +0.7% 10,273 $469K
WCG Wealth Advisors LLC 0.01% Reduce -37.7% 10,260 $468K
Wealthspire Advisors, LLC 0.00% Add +37.8% 10,254 $468K
Bravias Capital Group, LLC 0.30% Add +1.0% 10,200 $466K
United Advisor Group, LLC 0.06% Reduce -2.9% 10,199 $466K
Diversified Enterprises, LLC 0.03% Reduce -0.2% 10,170 $464K
LVZ, Inc. 0.05% Add +32.3% 10,112 $462K
Portland Financial Advisors Inc 0.96% No change 10,092 $461K
Advance Capital Management, Inc. 0.02% Reduce -15.7% 10,069 $460K
Stewardship Concepts Financial Services LLC 0.36% Reduce -2.8% 10,031 $458K
Prasad Wealth Partners, LLC 0.12% No change 10,024 $458K
Fifth Third Securities, Inc. 0.03% Add +64.3% 9,883 $451K
Sensible Money, LLC 0.14% No change 9,868 $450K
Claro Advisors Inc. 0.05% No change 9,834 $449K
Keel Point, LLC 0.03% Reduce -0.6% 9,684 $442K
Main Street Financial Solutions, LLC 0.03% No change 9,663 $441K
Orographic Financial Advisors, LLC 0.31% — 9,657 $440K
OakTrust Wealth Advisors, LLC 0.40% Reduce -12.4% 9,633 $440K
Twin Focus Capital Partners, LLC 0.05% No change 9,630 $440K
Signaturefd, LLC 0.01% Add +0.0% 9,622 $439K
Empower Advisory Group, LLC 0.00% Reduce -3.8% 9,482 $433K
Tme Financial, Inc. 0.30% No change 9,468 $432K
GW&K Investment Management, LLC 0.00% No change 9,414 $430K
MBL Wealth, LLC 0.03% No change 9,375 $428K
Alta Wealth Advisors LLC 0.14% Add +1.2% 9,348 $427K
MSH Capital Advisors LLC 0.09% Add +2.8% 9,341 $426K
Vermillion & White Wealth Management Group, LLC 0.24% Reduce -0.8% 9,314 $425K
REAP Financial Group, LLC 0.08% Reduce -13.8% 9,312 $425K
Urban Financial Advisory Corp 0.15% No change 9,248 $422K
Pinnacle Family Advisors, LLC 0.20% Reduce -72.1% 9,219 $421K
Cutler Investment Counsel LLC 0.04% No change 9,178 $419K
Clarity Capital Advisors, LLC 0.20% No change 9,176 $419K
Elmwood Wealth Management, Inc. 0.12% No change 9,160 $418K
Wealthgarden F.S. LLC 0.28% Add +3.1% 9,147 $418K
Brian Low Financial Group, LLC 0.28% Add +10.2% 9,104 $416K
Johnson Investment Counsel Inc. 0.00% Add +0.3% 9,087 $415K
Cassilly Financial Group LLC 0.36% Add +3.4% 9,068 $414K
Advisors Capital Management, LLC 0.00% Reduce -2.9% 9,062 $414K
Impact Partnership Wealth, LLC 0.05% Reduce -39.3% 9,038 $413K
MJT & Associates Financial Advisory Group, Inc. 0.30% Reduce -0.0% 9,031 $412K
CCG Wealth Management, LLC 0.11% New 8,995 $411K
Freedom Investment Management, Inc. 0.12% Add +1.7% 8,959 $409K
Moisand Fitzgerald Tamayo, LLC 0.04% Reduce -2.4% 8,921 $407K
CENTRAL TRUST Co 0.01% No change 8,893 $406K
Summit Wealth Group LLC / Co. 0.04% New 8,882 $405K
Richard P Slaughter Associates Inc 0.09% Reduce -3.7% 8,868 $405K
Veery Capital, LLC 0.12% No change 8,709 $398K
Azimuth Capital Investment Management LLC 0.01% No change 8,701 $397K
SBI Securities Co., Ltd. 0.01% Add +0.5% 8,696 $397K
Clear Harbor Asset Management, LLC 0.03% Reduce -0.2% 8,674 $396K
Willis Johnson & Associates, Inc. 0.02% Reduce -7.8% 8,647 $395K
Visionary Horizons, LLC 0.19% Add +7.3% 8,608 $393K
Investments & Financial Planning, LLC 0.21% Reduce -6.1% 8,495 $388K
OMNI 360 Wealth, Inc. 0.20% Add +0.8% 8,444 $385K
M1 Capital Management LLC 0.18% Add +9.1% 8,422 $384K
First Horizon Corp. 0.02% No change 8,378 $382K
Donaldson Capital Management, LLC 0.01% Reduce -11.4% 8,358 $382K
GWN Securities Inc. 0.07% Reduce -1.1% 8,349 $381K
Perigon Wealth Management, LLC 0.01% Reduce -10.4% 8,322 $380K
True Blue Financial, LLC 0.30% Add +17.5% 8,292 $379K
BDFS Capital LLC 0.18% Reduce -0.3% 8,176 $373K
Valeo Financial Advisors, LLC 0.01% Add +27.0% 17,525 $372K
SFG Wealth Management, LLC. 0.15% Add +1.2% 8,019 $366K
Annex Advisory Services, LLC 0.01% Reduce -2.9% 7,968 $364K
Naples Global Advisors, LLC 0.03% Reduce -11.2% 7,955 $363K
Madden Advisory Services, Inc. 0.14% Reduce -7.0% 7,947 $363K
World Equity Group, Inc. 0.09% Add +16.1% 7,896 $360K
Journey Retirement Planning & Investment Management LLC 0.32% Reduce -75.4% 7,876 $360K
Clear Creek Financial Management, LLC 0.03% Reduce -85.3% 7,816 $357K
Mission Wealth Management, LP 0.01% Reduce -2.7% 7,801 $356K
OLIO Financial Planning 0.10% No change 7,781 $355K
Accel Wealth Management 0.09% Reduce -4.6% 7,771 $355K
HM Payson & Co. 0.01% No change 7,764 $354K
J2 Capital Management Inc 0.24% Add +3.4% 7,761 $354K
Three Seasons Wealth, LLC 0.13% Add +14.1% 7,690 $351K
Cassaday & Co Wealth Management LLC 0.01% No change 7,667 $350K
Integrity Advisory Solutions, LLC 0.05% Reduce -3.8% 7,618 $348K
WNY Asset Management, LLC 0.04% — 7,617 $348K
Aspiriant, LLC 0.01% No change 7,604 $347K
Meridian Financial Advisors, LLC 0.19% No change 7,578 $346K
Oakwell Private Wealth Management, LLC 0.06% Add +23.3% 7,550 $345K
Forza Wealth Management, LLC 0.12% No change 7,545 $344K
Morton Brown Family Wealth, LLC 0.09% Add +2.9% 7,472 $341K
Foundation Wealth Management, LLC\PA 0.12% No change 7,459 $341K
HB Wealth Management, LLC 0.00% Add +3.1% 7,450 $340K
Financial Plan, Inc. 0.04% Reduce -3.4% 7,437 $339K
Keebeck Wealth Management 0.04% No change 7,421 $339K
Focus Financial Network, Inc. 0.01% Reduce -15.2% 7,415 $338K
Argent Trust Co 0.01% Reduce -7.0% 7,408 $338K
AssuredPartners Investment Advisors, LLC 0.04% New 7,235 $336K
Mayflower Financial Advisors, LLC 0.04% Add +19.9% 7,313 $334K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -15.5% 7,310 $334K
Buck Wealth Strategies, LLC 0.04% Reduce -2.2% 7,296 $333K
Linscomb Wealth, Inc. 0.01% Add +7.0% 7,278 $332K
MA Private Wealth 0.06% No change 7,240 $331K
Transce3nd, LLC 2.91% Reduce -4.4% 7,176 $328K
Journey Strategic Wealth LLC 0.01% Reduce -1.5% 7,171 $327K
Vantage Point Financial LLC 0.11% Reduce -49.9% 7,163 $327K
Baker Avenue Asset Management, LP 0.01% Add +5.8% 7,159 $327K
REDW Wealth LLC 0.13% No change 7,158 $327K
HBE Wealth Management, LLC 0.28% No change 7,096 $324K
Accurate Wealth Management, LLC 0.04% Reduce -5.8% 6,704 $323K
Copley Financial Group, Inc. 0.19% Reduce -4.6% 7,062 $322K
Point72 Asset Management 0.00% New 7,029 $321K
Gibson Capital, LLC 0.06% No change 7,002 $320K
Moors & Cabot, Inc. 0.01% No change 7,000 $320K
Traction Financial Partners, LLC 0.20% Add +6.8% 6,990 $319K
Quadrant Capital Group LLC 0.01% Add +6.1% 6,956 $318K
Revere Asset Management, Inc 0.16% No change 6,941 $317K
Warren Street Wealth Advisors, LLC 0.08% Add +0.3% 6,923 $316K
Armbruster Capital Management, Inc. 0.05% Add +3.0% 6,895 $315K
Smith Salley Wealth Management 0.02% No change 6,880 $314K
Checchi Capital Advisers, LLC 0.02% No change 6,872 $314K
Bright Futures Wealth Management, LLC. 0.21% Add +16.6% 6,861 $313K
True Vision MN LLC 0.16% Add +10.6% 6,854 $313K
Austin Wealth Management, LLC 0.07% Reduce -6.5% 6,742 $313K
Innova Wealth Partners 0.15% New 6,845 $312K
Yoffe Investment Management, LLC 0.40% No change 6,841 $312K
K2 Financial Inc. 0.22% Reduce -1.7% 6,317 $307K
Empirical Asset Management, LLC 0.08% Add +6.0% 6,728 $307K
Anson Capital, Inc. 0.21% Reduce -1.6% 6,718 $307K
Lodestone Wealth Management LLC 0.12% Add +0.5% 6,714 $306K
HMV Wealth Advisors, LLC 0.14% No change 6,705 $306K
Castleview Partners, LLC 0.16% Add +7.7% 6,662 $304K
Capital Investment Advisory Services, LLC 0.02% Reduce -10.2% 6,615 $302K
MB Generational Wealth, LLC 0.17% No change 6,603 $301K
D.A. Davidson & Co. 0.00% Add +6.9% 6,598 $301K
Legacy Bridge, LLC 0.11% No change 6,585 $301K
Meramec Financial Planners, LLC 0.12% No change 6,015 $297K
Peterson Wealth Management 0.17% No change 6,489 $296K
First Business Financial Services, Inc. 0.03% New 6,444 $294K
Colonial River Investments, LLC 0.11% Reduce -15.8% 6,425 $293K
Caprock Group, LLC 0.01% Reduce -17.9% 6,368 $291K
Castle Rock Wealth Management, LLC 0.06% Add +20.2% 6,303 $290K
Evoke Wealth, LLC 0.01% Reduce -56.3% 6,289 $287K
Midwest Financial Partners Investments, Inc. 0.15% No change 6,270 $286K
Gutierrez Wealth Advisory, LLC 0.18% New 6,236 $285K
Parkway Wealth Management Group, LLC 0.04% Reduce -12.4% 5,916 $285K
Pacific Excel Wealth Advisors, Inc. 0.30% Reduce -6.1% 6,231 $284K
GHP Investment Advisors, Inc. 0.01% Add +5.6% 6,221 $284K
TIAA Wealth Investment Management LLC 0.00% — 6,402 $283K
Stonehearth Capital Management, LLC 0.11% Reduce -15.4% 6,193 $283K
Diversified Management Inc. 0.05% No change 6,169 $282K
Cannell & Spears LLC 0.01% Reduce -2.6% 6,169 $282K
Retirement Investment Advisors, Inc. 0.02% Add +0.8% 6,337 $281K
StoneX Group Inc. 0.02% Reduce -87.6% 6,124 $280K
Independence Bank of Kentucky 0.04% No change 6,096 $278K
Wealth Architects, LLC 0.02% No change 6,094 $278K
American Trust 0.02% Reduce -38.2% 6,055 $276K
Nottingham Advisors, Inc. 0.04% Add +14.3% 6,055 $276K
Wolff Financial Management LLC 0.06% No change 6,042 $276K
Aviance Capital Partners, LLC 0.03% No change 6,011 $274K
New Perspectives, Inc 0.09% Reduce -13.7% 5,990 $273K
Soltis Investment Advisors LLC 0.02% Reduce -12.4% 5,982 $273K
Manchester Capital Management LLC 0.04% Add +7.0% 5,937 $271K
Mather Group, Llc. 0.00% New 5,916 $270K
Tevis Investment Management 0.15% New 5,895 $269K
Root Financial Partners, LLC 0.01% Add +5.3% 5,859 $267K
Financial Advisors Network, Inc. 0.04% Add +14.1% 5,854 $267K
Tranquility Partners, LLC 0.10% No change 5,761 $263K
Cambridge Advisors Inc. 0.05% No change 5,747 $262K
Keystone Financial Services 0.08% No change 5,718 $261K
Premier Private Wealth Management LLC 0.27% Add +5.7% 5,693 $260K
Firethorn Wealth Partners, LLC 0.10% Reduce -0.7% 5,680 $259K
TopTier Wealth Management, LLC 0.16% New 5,663 $259K
Telos Capital Management, Inc. 0.02% Reduce -0.3% 5,657 $258K
Sound Income Strategies, LLC 0.01% Add +1235.6% 5,516 $256K
Synergy Investment Management, LLC 0.08% Reduce -0.1% 5,601 $256K
Shaker Investments LLC 0.12% Reduce -31.3% 5,583 $255K
Aspen Wealth Management LLC 0.05% Reduce -0.8% 5,575 $254K
Cullen/Frost Bankers, Inc. 0.00% Add +1.2% 5,544 $253K
Oarsman Capital, Inc. 0.03% No change 5,530 $252K
Spectrum Asset Management, Inc. (NB/CA) 0.08% Reduce -0.3% 5,522 $252K
Sovran Advisors, LLC 0.02% No change 5,144 $252K
Oppenheimer & Co. Inc. 0.00% New 5,501 $251K
Beverly Hills Private Wealth, LLC 0.04% No change 5,497 $251K
Tandem Investment Partners LLC 0.21% Add +4.2% 5,435 $248K
Per Stirling Capital Management, LLC. 0.03% Add +3.5% 5,395 $246K
Integrity Alliance, Llc. 0.01% New 5,392 $246K
Ballast Financial Advisors LLC 0.25% Reduce -5.2% 5,384 $246K
Inspirion Wealth Advisors, LLC 0.03% Reduce -26.9% 5,367 $245K
Summit Investment Advisory Services, LLC 0.09% Reduce -1.0% 5,327 $243K
Flynn Zito Capital Management, LLC 0.08% Reduce -7.2% 5,326 $243K
Pine Valley Investments Ltd Liability Co 0.01% No change 5,285 $241K
JMG Financial Group, Ltd. 0.01% No change 5,271 $241K
KLCM Advisors, Inc. 0.02% Add +3.4% 5,261 $240K
Financial Solutions Advisory Group, Inc. 0.03% — 5,230 $239K
Prosperity Financial Group, Inc. 0.09% Reduce -27.3% 5,211 $238K
Farringdon Capital, Ltd. 0.05% New 5,147 $235K
QRG Capital Management, Inc. 0.00% Reduce -16.9% 5,097 $233K
McIlrath & Eck, LLC 0.02% No change 5,087 $232K
Richardson Capital Management LLC 0.11% No change 5,077 $232K
Strive Financial Group ,LLC 0.12% Reduce -4.3% 5,067 $231K
DGS Capital Management, LLC 0.04% Reduce -0.5% 5,055 $231K
Raffa Wealth Management, LLC 0.04% No change 5,039 $230K
49 Wealth Management, LLC 0.02% Reduce -1.7% 5,033 $230K
Francis Financial, Inc. 0.04% No change 5,025 $229K
Align Financial, LLC 0.13% Reduce -97.8% 5,020 $229K
Core Wealth Management, Inc. 0.07% No change 5,001 $228K
Rainier Family Wealth Inc. 0.15% No change 5,000 $228K
Ballast, Inc. 0.05% Reduce -1.3% 4,962 $227K
Edgestream Partners, L.P. 0.01% Reduce -32.2% 4,949 $226K
Financial Futures Ltd Liability Co. 0.10% No change 4,947 $226K
Avidian Wealth Enterprises, LLC 0.01% No change 4,945 $226K
Americana Partners, LLC 0.01% No change 4,935 $225K
Formidable Asset Management, LLC 0.03% Reduce -9.3% 5,068 $225K
Shoker Investment Counsel, Inc. 0.07% New 4,898 $224K
Schorn Wealth LLC 0.07% No change 4,872 $222K
High Net Worth Advisory Group LLC 0.05% No change 4,862 $222K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% Add +6.1% 4,807 $219K
Falcon Wealth Planning 0.01% No change 4,799 $219K
Manuka Financial, LLC 0.13% No change 4,785 $218K
Bouchey Financial Group, Ltd. 0.02% New 4,540 $218K
Rialto Wealth Management, LLC 0.05% No change 4,749 $217K
Maseco LLP 0.01% Add +3.5% 4,726 $216K
Wilson & Boucher Capital Management, LLC 0.14% No change 4,700 $215K
Tanager Wealth Management LLP 0.02% New 4,669 $213K
Global View Capital Management LLC 0.06% Reduce -2.8% 4,666 $213K
Angeles Wealth Management, LLC 0.01% Add +107.3% 4,629 $211K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1739.0% 4,616 $211K
Demars Financial Group, LLC 0.07% No change 4,602 $210K
Roof Eidam Maycock Peralta, LLC 0.05% No change 4,565 $208K
Romano Brothers and Company 0.02% No change 4,563 $208K
Cogent Private Wealth, Inc. 0.15% No change 4,555 $208K
Ironwood Financial, llc 0.04% No change 4,512 $206K
Red Door Wealth Management, LLC 0.02% New 4,478 $204K
Retirement Income Solutions, Inc. 0.03% New 4,460 $204K
Elevatus Welath Management 0.11% New 4,456 $203K
Rench Wealth Management, Inc. 0.06% New 4,417 $202K
Leavell Investment Management, Inc. 0.01% New 4,409 $201K
Lido Advisors, LLC 0.00% New 4,390 $200K
JMN Financial LLC 0.20% New 4,382 $200K
CacheTech Inc. 0.04% New 4,382 $200K
CX Institutional 0.01% Reduce -24.1% 4,367 $199K
Napier Financial, LLC 0.04% New 4,285 $196K
Copia Wealth Management 0.13% No change 4,071 $186K
Hills Bank & Trust Co 0.01% No change 4,055 $185K
Legacy Wealth Managment, LLC 0.09% No change 3,940 $180K
EverSource Wealth Advisors, LLC 0.01% Add +0.8% 3,869 $177K
Orion Capital Management LLC 0.06% No change 3,850 $176K
Strategic Advisory Partners, LLC 0.14% New 3,820 $174K
Founders Financial Alliance, LLC 0.03% Add +11.1% 3,637 $166K
Trust Co 0.02% Add +163.0% 3,598 $164K
Russell Investments Group, Ltd. 0.00% Reduce -6.7% 3,444 $157K
Arcadia Investment Advisors LLC 0.07% No change 3,215 $147K
Hoese & Co LLP 0.11% No change 3,211 $147K
MPWM Advisory Solutions, LLC 0.08% Add +502.3% 3,192 $146K
Ancora Advisors LLC 0.00% No change 3,070 $140K
Westside Investment Management, Inc. 0.02% Add +1.8% 3,045 $139K
Winch Advisory Services, LLC 0.03% No change 3,040 $139K
Spire Wealth Management 0.00% Reduce -0.2% 2,922 $133K
Mosley Wealth Management 0.06% New 3,048 $130K
Clearstead Trust, LLC 0.02% Reduce -11.7% 2,843 $130K
Graney & King, LLC 0.07% No change 2,837 $130K
Signature Equity Partners, LLC 0.07% New 2,822 $129K
Operose Advisors LLC 0.03% Add +29.0% 2,819 $129K
Morling Financial Advisors, LLC 0.04% Reduce -3.1% 2,805 $128K
Coston, McIsaac & Partners 0.03% No change 2,813 $128K
Addison Advisors LLC 0.03% No change 2,780 $127K
Gould Capital, LLC 0.07% New 2,709 $124K
Abound Wealth Management 0.03% Add +3.2% 2,669 $122K
Front Row Advisors LLC 0.04% Add +0.4% 2,657 $121K
True Wealth Design, LLC 0.03% New 2,600 $119K
Silver Oak Securities, Incorporated 0.01% Reduce -2.5% 2,598 $119K
Key Capital Management, INC 0.08% Add +129350.0% 2,589 $118K
Evermay Wealth Management LLC 0.01% Reduce -7.5% 2,463 $112K
Sachetta, LLC 0.06% New 2,454 $112K
Covestor Ltd 0.08% Add +94.2% 2,455 $112K
Zions Bancorporation, National Association 0.01% New 2,416 $110K
Webster Bank, N. A. 0.01% Add +10.0% 2,368 $108K
Destiny Wealth Partners, LLC 0.01% New 2,338 $107K
Strengthening Families & Communities, LLC 0.03% Add +107.9% 2,335 $107K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,184 $106K
Sunbelt Securities, Inc. 0.01% No change 2,304 $105K
Capital Advisors, Ltd. LLC 0.01% New 2,310 $105K
Clear Investment Research, LLC 0.16% New 2,297 $105K
MeadowBrook Investment Advisors LLC 0.09% No change 2,270 $104K
Allspring Global Investments Holdings, LLC 0.00% No change 2,223 $102K
Lloyd Advisory Services, LLC. 0.03% New 2,235 $102K
Kingdom Financial Group LLC. 0.03% Add +0.2% 2,235 $102K
Financial Gravity Asset Management, Inc. 0.02% No change 2,140 $98K
Harbor Asset Planning, Inc. 0.08% No change 2,111 $96K
VSM Wealth Advisory, LLC 0.03% Add +3.4% 2,074 $95K
Accent Capital Management, LLC 0.04% No change 2,000 $91K
WealthCollab, LLC 0.04% Reduce -5.1% 1,993 $91K
Qube Research & Technologies Ltd 0.00% Reduce -94.3% 1,961 $90K
American Capital Advisory, LLC 0.04% No change 1,900 $87K
Bogart Wealth, LLC 0.00% No change 1,817 $83K
Brown, Lisle/Cummings, Inc. 0.02% New 1,808 $83K
First Command Advisory Services, Inc. 0.00% No change 1,766 $81K
Rothschild Investment LLC 0.00% No change 1,751 $80K
Trust Co. of Toledo NA 0.01% New 1,600 $73K
Opal Wealth Advisors, LLC 0.02% New 1,545 $71K
HHM Wealth Advisors, LLC 0.01% New 1,540 $70K
Marshall & Sterling Wealth Advisors Inc. 0.04% No change 1,499 $68K
Keating Financial Advisory Services, Inc. 0.01% No change 1,497 $68K
Ameriflex Group, Inc. 0.03% No change 1,459 $67K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 1,367 $62K
Valley Wealth Managers, Inc. 0.00% Reduce -4.6% 1,360 $62K
Rogco, LP 0.02% No change 1,246 $57K
Tidemark, LLC 0.01% No change 1,211 $55K
Bare Financial Services, Inc 0.01% No change 1,210 $55K
Archer Investment Corp 0.01% Add +1204.5% 1,161 $53K
Cherry Tree Wealth Management, LLC 0.01% No change 1,145 $52K
Clarity Asset Management, Inc. 0.03% No change 1,113 $51K
Stone House Investment Management, LLC 0.01% Add +1.2% 1,100 $50K
Ssa Swiss Advisors AG 0.02% Reduce -40.0% 1,080 $49K
Simplex Trading, LLC 0.00% New 1,068 $49K
Wealth Enhancement Trust Services, Inc. 0.01% No change 1,064 $49K
WPG Advisers, LLC 0.03% No change 1,039 $47K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,040 $47K
Bruce G. Allen Investments, LLC 0.03% New 982 $45K
Godsey & Gibb, Inc. 0.00% New 955 $44K
Investment Research & Advisory Group, Inc. 0.02% New 954 $44K
Guardian Wealth Advisors, LLC / NC 0.00% New 885 $40K
Essential Partners LLC 0.01% No change 874 $40K
MilWealth Group LLC 0.01% No change 851 $39K
Longview Financial Advisors LLC 0.02% No change 850 $39K
Pension & Wealth Management Advisors, Inc. 0.01% No change 839 $38K
Community Bank, N.A. 0.00% New 831 $38K
Johnson Financial Group, Inc. 0.00% New 800 $37K
Ascentis Independent Advisors 0.00% New 792 $36K
Pinnacle Wealth Planning Services, Inc. 0.00% New 789 $36K
Hamrick Investment Counsel, llc 0.02% No change 785 $36K
Frazier Financial Advisors, LLC 0.02% Reduce -15.2% 779 $36K
Knuff & Co LLC 0.01% New 767 $35K
10Elms LLP 0.02% Add +5850.0% 714 $33K
Beaird Harris Wealth Management, LLC 0.00% Add +1.2% 697 $32K
IMG Wealth Management, Inc. 0.02% No change 689 $31K
Barclays PLC 0.00% New 650 $30K
GGM Financial LLC 0.01% No change 621 $28K
International Assets Investment Management, LLC 0.00% Reduce -65.9% 605 $28K
Hantz Financial Services, Inc. 0.00% Add +1347.6% 608 $28K
Oxford Financial Group, LTD. LLC 0.00% Reduce -1.5% 606 $28K
Cornerstone Planning Group LLC 0.00% Add +5.4% 523 $26K
Toth Financial Advisory Corp. 0.00% No change 544 $25K
Wealth Science Advisors LLC 0.01% New 546 $24K
Ares Financial Consulting, LLC 0.02% No change 509 $24K
Hanson & Doremus Investment Management 0.00% No change 510 $23K
Horizons Wealth Management 0.02% No change 498 $23K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 482 $22K
Merkkuri Wealth Advisors LLC 0.01% New 475 $22K
Miller Capital Partners, Inc. 0.01% No change 470 $21K
Federation des caisses Desjardins du Quebec 0.00% No change 469 $21K
Caldwell Sutter Capital, Inc. 0.01% Reduce -27.6% 455 $21K
National Bank of Canada 0.00% No change 450 $21K
Blueline Advisors LLC 0.01% No change 423 $19K
Valued Wealth Advisors LLC 0.01% No change 421 $19K
RHL Group, LLC 0.02% New 417 $19K
Davis Capital Management 0.01% No change 404 $18K
Tower View Wealth Management LLC 0.01% No change 396 $18K
Tsfg, LLC 0.00% No change 370 $17K
Global Wealth Strategies & Associates 0.00% No change 369 $17K
Financial Consulate, Inc. 0.00% Reduce -44.2% 354 $16K
Arlington Trust Co LLC 0.00% No change 354 $16K
Topsail Wealth Management, LLC 0.00% No change 349 $16K
TFC Financial Management, Inc. 0.00% New 339 $15K
Pittenger & Anderson Inc. 0.00% No change 338 $15K
McGuire Capital Advisors Inc. 0.01% New 321 $15K
Kilter Group LLC 0.01% Reduce -92.9% 289 $13K
Pflug Koory, LLC 0.01% No change 264 $12K
MassMutual Private Wealth & Trust, FSB 0.00% No change 259 $12K
Reyes Financial Architecture, Inc. 0.01% No change 243 $11K
Robinswood Financial LLC 0.00% New 220 $10K
TOWER TRUST & INVESTMENT Co 0.01% No change 216 $10K
Beacon Investment Advisory Services, Inc. 0.00% New 216 $10K
Crewe Advisors LLC 0.00% Reduce -80.2% 214 $10K
Salem Investment Counselors Inc. 0.00% New 207 $9K
Three Bearings Fiduciary Advisors, Inc. 0.01% No change 202 $9K
Oakworth Capital, Inc. 0.00% No change 192 $9K
Anfield Capital Management, LLC 0.00% No change 187 $9K
Main Street Group, LTD 0.00% New 161 $7K
Steigerwald, Gordon & Koch Inc. 0.00% No change 160 $7K
FWL Investment Management, LLC 0.00% No change 151 $7K
Vermillion Wealth Management, Inc. 0.00% Add +5.6% 151 $7K
First Pacific Financial 0.00% New 141 $6K
Networth Advisors, LLC 0.00% Add +241.2% 116 $5K
Intentional Wealth Strategies, LLC 0.00% — 114 $5K
Evergreen Advisors, LLC 0.00% New 113 $5K
Darwin Wealth Management, LLC 0.00% No change 111 $5K
Essential Investment Partners LLC 0.00% No change 108 $5K
SHP Wealth Management 0.00% Add +2040.0% 107 $5K
Godfrey Financial Associates, Inc. 0.00% No change 106 $5K
Fiduciary Advisors, Inc. 0.00% No change 102 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 95 $4K
Redwood Park Advisors LLC 0.00% No change 79 $4K
Bullock Wealth Management Group 0.00% No change 68 $3K
MTM Investment Management, LLC 0.00% No change 62 $3K
Innovative Asset Advisors Group, LLC 0.00% — 46 $2K
Tradewinds Capital Management, LLC 0.00% No change 44 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 37 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 34 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.7% 26 $1K
Truvestments Capital LLC 0.00% New 24 $1K
Decker Retirement Planning Inc. 0.00% No change 22 $1K
Hoey Investments, Inc. 0.00% No change 21 $959
Private Wealth Asset Management, LLC 0.00% Reduce -33.3% 20 $913
Silver Grove Financial Group, Inc. 0.00% New 9 $427
Sittner & Nelson, LLC 0.00% No change 2 $92
DecisionPoint Financial, LLC 0.00% No change 2 $92

"% of holder's portfolio" is SPDW's weight in each manager's 13F, not the share of Ste STR SPDR PT DW Eu ETF the manager owns.