Ste STR SPDR PT DW Eu ETFSPDWETF

13F holders, Q2 2026 (June 30)
1,234holders +27
91new positions
51sold out
3famous investors
$50.33avg. 13F price*

At the end of Q2 2026, 1,234 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 27 from Q1 2026. 91 opened new positions and 51 sold out. The largest holders were Creative Planning ($7.3B), Financial Engines Advisors L.L.C. ($2.6B) and LPL Financial LLC ($2.0B). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Ste STR SPDR PT DW Eu ETF
Filed as
SPDR INDEX SHS FDS (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions91$213.0M
Exits51$581.0M

All 13F filers, Q1 2026 → Q2 2026: 34,822,505 shares bought and 48,604,997 shares sold, net −13,782,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,234 holders

Creative Planning 4.25% Add +7.9% 144,440,101 $7.3B
Financial Engines Advisors L.L.C. 4.65% Reduce -6.8% 52,021,601 $2.6B
LPL Financial LLC 0.44% Add +2.6% 39,005,504 $2.0B
Allworth Financial LP 4.81% Reduce -23.9% 22,428,705 $1.1B
Auto-Owners Insurance Co 17.33% Reduce -22.4% 15,230,666 $767.5M
Morgan Stanley 0.04% Reduce -16.7% 13,725,633 $691.6M
Tiaa-Cref Individual & Institutional Services, LLC 2.11% Reduce -1.0% 12,172,046 $613.3M
Jane Street Group, LLC 0.35% Reduce -19.4% 10,756,324 $542.0M
UBS Group AG 0.07% Add +1.2% 8,899,190 $448.4M
Envestnet Asset Management Inc. 0.10% Reduce -6.2% 8,373,691 $422.0M
Betterment LLC 0.68% Reduce -3.2% 8,002,796 $403.3M
Vantagepoint Investment Advisers LLC 2.34% Reduce -2.5% 6,213,429 $313.1M
Commonwealth Equity Services, LLC 0.37% Add +3.0% 5,895,171 $297.1M
Osaic Holdings, Inc. 0.28% Add +6.3% 4,686,255 $236.2M
Bank of America Corp. 0.01% Reduce -0.8% 4,625,590 $233.1M
Horizon Investments, LLC 2.53% Reduce -4.0% 4,584,583 $231.0M
Stifel Financial Corp. 0.19% Reduce -11.2% 4,576,780 $230.6M
State Street Corp. 0.01% Reduce -43.1% 4,485,803 $226.0M
HighTower Advisors, LLC 0.21% Add +3.8% 4,388,987 $221.2M
Raymond James Financial Inc. 0.06% Add +4.8% 4,181,675 $210.7M
Mariner, LLC 0.22% Reduce -6.9% 4,164,706 $209.9M
Advisory Alpha, LLC 4.94% Reduce -2.3% 4,000,503 $201.6M
Truist Financial Corp. 0.23% Add +30.6% 3,826,033 $192.8M
Stadion Money Management, LLC 16.20% Reduce -5.3% 3,730,413 $188.0M
Ameriprise Financial Inc. 0.04% Add +15.8% 3,611,496 $182.0M
Savant Capital, LLC 0.53% Add +98.3% 3,788,921 $181.9M
Strategies Wealth Advisors, LLC 15.39% Reduce -5.0% 3,413,848 $172.0M
Benjamin Edwards Inc. 1.54% Reduce -13.4% 3,357,208 $169.2M
MML Investors Services, LLC 0.34% Add +53.6% 3,308,992 $166.7M
State Farm Mutual Automobile Insurance Co. 0.11% Add +36.7% 3,216,783 $162.1M
Vicus Capital 9.84% Add +5.1% 3,023,569 $152.4M
Clearstead Advisors, LLC 1.43% Reduce -3.0% 3,006,007 $151.5M
Northwestern Mutual Wealth Management Co. 0.08% Add +8.7% 2,899,417 $146.1M
Pathstone Holdings, LLC 0.42% Reduce -1.2% 2,839,996 $143.1M
Equitable Holdings, Inc. 0.83% Add +1.5% 2,757,945 $138.9M
JNBA Financial Advisors 9.27% Reduce -3.0% 2,430,445 $122.5M
Exchange Traded Concepts, LLC 0.60% Add +25.5% 2,400,450 $121.0M
AlphaCore Capital LLC 2.20% Reduce -2.9% 2,377,208 $119.8M
GeoWealth Management, LLC 3.63% Add +3.0% 2,291,106 $115.4M
Dakota Wealth Management 2.19% Add +16.2% 2,274,169 $114.6M
Advocacy Wealth Management, LLC 4.15% Add +9.3% 2,268,369 $114.3M
Gradient Investments LLC 1.55% Reduce -1.5% 2,230,648 $112.4M
Envestnet Portfolio Solutions, Inc. 0.53% Reduce -9.7% 2,202,100 $111.0M
Cetera Investment Advisers 0.10% Reduce -2.7% 2,199,869 $110.9M
Sei Investments Co. 0.10% Reduce -2.6% 2,195,491 $110.6M
Axxcess Wealth Management, LLC 1.73% Add +5.2% 2,161,356 $108.9M
Capital Asset Advisory Services LLC 3.94% Add +7.2% 2,159,245 $108.8M
McNamara Financial Services, Inc. 18.17% Reduce -0.3% 2,090,164 $105.3M
Wells Fargo & Company 0.02% Add +2.5% 2,020,829 $101.8M
Peterson Wealth Advisors, LLC 11.75% Add +4.9% 1,973,367 $99.4M
JPMorgan Chase & Co. 0.01% Add +0.4% 1,980,208 $99.2M
Cerity Partners LLC 0.12% Reduce -5.9% 1,967,939 $99.2M
AlphaStar Capital Management, LLC 6.17% Add +7.1% 1,925,284 $97.0M
Schneider Downs Wealth Management Advisors, LP 8.63% Add +1.0% 1,822,730 $91.8M
Diversify Advisory Services, LLC 1.54% New 1,848,949 $91.7M
Diversify Wealth Management, LLC 1.54% Add +14.4% 1,848,949 $91.7M
Private Advisor Group, LLC 0.42% Reduce -10.6% 1,814,219 $91.4M
BlackRock, Inc. 0.00% Add +44.0% 1,755,077 $88.4M
Royal Bank of Canada 0.01% Reduce -5.5% 1,738,040 $87.6M
Park Avenue Securities LLC 0.54% Reduce -3.1% 1,730,145 $87.2M
HighPoint Advisor Group LLC 3.00% Add +8.8% 1,688,491 $85.1M
Center for Financial Planning, Inc. 7.85% Add +3.5% 1,667,215 $84.0M
Greenleaf Trust 0.77% Add +11.6% 1,578,868 $79.6M
Assetmark, Inc. 0.14% Reduce -23.3% 1,570,410 $79.1M
Corient Private Wealth LP 0.11% Reduce -8.5% 1,548,902 $78.0M
Kestra Advisory Services, LLC 0.25% Add +273.6% 1,520,931 $76.6M
Cambridge Investment Research Advisors, Inc. 0.17% Add +9.4% 1,518,087 $76.5M
Rockefeller Capital Management L.P. 0.12% Add +3.5% 1,508,130 $76.0M
Confluence Investment Management LLC 1.17% Reduce -6.9% 1,482,773 $74.7M
Wealthcare Advisory Partners LLC 1.36% Add +2.4% 1,419,227 $71.5M
Truefg, LLC 16.30% Add +0.5% 1,384,914 $69.8M
Walkner Condon Financial Advisors LLC 7.87% Add +7.3% 1,356,118 $68.3M
Alliancebernstein L.P. 0.02% Reduce -0.8% 1,492,438 $68.1M
Facet Wealth, Inc. 0.97% Reduce -3.2% 1,344,428 $67.7M
Lifeworks Advisors, LLC 6.59% Add +7.4% 1,249,765 $63.0M
Integrated Wealth Concepts LLC 0.41% Add +5.8% 1,249,570 $63.0M
CGN Advisors LLC 4.51% Add +5.4% 1,226,088 $61.8M
Thrivent Financial for Lutherans 0.11% Reduce -1.4% 1,217,347 $61.3M
Stratos Wealth Partners, LTD. 0.61% Reduce -2.2% 1,195,634 $60.2M
Global Retirement Partners, LLC 0.92% — 1,192,371 $60.1M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -2.8% 1,153,768 $57.7M
ProVise Management Group, LLC 3.81% Add +41.3% 1,128,650 $56.9M
Halbert Hargrove Global Advisors, LLC 2.44% Reduce -3.6% 1,114,235 $56.1M
Clearwater Capital Advisors, LLC 4.11% Reduce -1.3% 1,112,093 $56.0M
Global Strategic Investment Solutions, LLC 4.54% Add +0.4% 1,006,356 $50.7M
Brio Consultants, LLC 5.87% Add +1.8% 994,021 $50.1M
Tiaa Trust, National Association 2.84% Reduce -2.5% 952,341 $48.0M
Boston Standard Wealth Management, LLC 6.85% Reduce -1.4% 946,137 $47.2M
IFP Advisors, Inc 0.83% Add +10.9% 915,993 $46.2M
Beacon Pointe Advisors, LLC 0.21% Add +13.8% 900,196 $45.4M
Blueprint Investment Partners LLC 3.76% Add +65.2% 895,096 $45.1M
Ballentine Partners, LLC 0.55% Reduce -0.3% 888,635 $44.8M
Aptus Capital Advisors, LLC 0.32% Add +7.5% 873,909 $44.0M
MAI Capital Management 0.16% Add +3.4% 854,242 $43.0M
Tidal Investments LLC 0.10% New 837,833 $42.2M
Garrett Wealth Advisory Group, LLC 6.24% Add +1.6% 806,030 $40.6M
KWB Wealth 3.40% Reduce -5.0% 788,912 $39.8M
Geneos Wealth Management Inc. 0.81% Add +2.1% 787,151 $39.7M
Knightsbridge Asset Management, LLC 5.19% Add +1.3% 778,753 $39.2M
Concord Wealth Partners 4.47% Add +1.4% 774,332 $39.0M
Farther Finance Advisors, LLC 0.30% Add +1.2% 771,383 $38.9M
US Bancorp \de 0.04% Add +8.1% 764,984 $38.5M
SigFig Wealth Management, LLC 1.00% Add +6.1% 756,494 $37.9M
First Heartland Consultants, Inc. 2.42% Add +1.3% 743,181 $37.4M
Concord Asset Management, LLC 5.78% Reduce -0.9% 741,283 $37.4M
Arax Advisory Partners 0.24% Add +19.1% 729,949 $36.8M
Auour Investments LLC 10.54% Reduce -0.6% 729,632 $36.8M
Procyon Advisors, LLC 1.57% Add +12.0% 721,485 $36.4M
Meeder Advisory Services, Inc. 1.32% Reduce -4.8% 714,021 $36.0M
OneAscent Financial Services LLC 1.72% Add +0.6% 712,465 $35.9M
Wealth Advisors of Iowa, LLC 9.51% Add +7.5% 696,738 $35.1M
Higgins & Schmidt Wealth Strategies LLC 14.16% Add +1.1% 681,189 $34.3M
Wealthspire Advisors, LLC 0.19% Add +6424.1% 668,986 $33.7M
Flagstone Financial Management 7.47% Add +1.8% 662,916 $33.4M
Landmark Wealth Management, Inc. 10.95% Reduce -9.0% 656,630 $33.1M
NewEdge Advisors, LLC 0.10% Add +9.2% 656,092 $33.1M
ERn Financial, LLC 5.44% Reduce -0.5% 652,818 $32.9M
JDM Financial Group LLC 11.08% Add +18.9% 884,654 $32.5M
Rinkey Investments 7.59% Reduce -1.9% 639,738 $32.2M
Apella Capital, LLC 0.45% Reduce -4.8% 633,990 $31.8M
RFG - Bristol Wealth Advisors, LLC 7.67% Reduce -1.0% 629,635 $31.7M
Moneco Advisors, LLC 1.92% Add +28.0% 624,036 $31.4M
Headland Capital, LLC 7.72% Add +7.0% 621,262 $31.3M
Atlas Private Wealth Advisors 6.84% Add +5.0% 620,241 $31.3M
Bank of New York Mellon Corp 0.01% Reduce -6.9% 605,690 $30.5M
Astoria Portfolio Advisors LLC. 5.14% Add +13.0% 602,685 $30.4M
Second Line Capital, LLC 5.63% Add +2.7% 600,233 $30.2M
N.E.W. Advisory Services LLC 2.02% Reduce -1.3% 598,000 $30.1M
Pure Financial Advisors, LLC 0.38% Reduce -2.3% 587,080 $29.6M
Hobbs Group Advisors, LLC 7.54% Reduce -1.0% 568,941 $28.7M
Fiduciary Alliance LLC 1.90% Reduce -5.6% 559,041 $28.2M
Treasure Coast Financial Planning 13.69% Add +0.7% 557,080 $28.1M
Goldman Sachs Group Inc. 0.00% Reduce -5.0% 552,960 $27.9M
Kingswood Wealth Advisors, LLC 1.09% Add +4.0% 538,612 $27.1M
St Germain D J Co. Inc. 0.96% Add +1.6% 532,098 $26.8M
Signature Estate & Investment Advisors LLC 0.48% Add +0.2% 527,730 $26.6M
Fairfield University 10.53% Add +212.3% 516,271 $26.0M
Brighton Securities Corp. 11.17% Add +2.1% 516,023 $26.0M
SageView Advisory Group, LLC 0.84% Add +654.7% 511,049 $25.8M
Fidelity D & D Bancorp Inc. 8.76% Add +10.6% 506,607 $25.5M
Focus Partners Wealth 0.03% Add +0.1% 496,921 $25.0M
JT Stratford LLC 2.73% Reduce -0.8% 493,274 $24.9M
Blueprint Financial Advisors LLC 2.74% Add +59.8% 489,175 $24.6M
Merit Financial Group, LLC 0.15% Add +0.9% 484,355 $24.4M
Tennessee Valley Asset Management Partners 2.68% Add +4.3% 481,490 $24.3M
Simplicity Wealth,LLC 0.82% Add +90.8% 479,774 $24.2M
IHT Wealth Management, LLC 0.51% Add +17.4% 477,329 $24.1M
Values Added Financial LLC 8.40% Add +7.7% 461,569 $23.3M
Odyssey Group, LLC 6.17% — 452,480 $22.8M
Proffitt & Goodson Inc. 3.12% Reduce -0.5% 450,186 $22.7M
IAG Wealth Partners, LLC 2.24% Add +8.3% 449,070 $22.6M
Compton Financial Group, LLC 4.32% Reduce -30.2% 445,562 $22.5M
Waverly Advisors, LLC 0.13% Reduce -3.3% 444,505 $22.4M
Valmark Advisers, Inc. 0.24% Add +1.6% 442,784 $22.3M
Leicht Financial Planning & Wealth Management, Inc. 9.00% Reduce -3.7% 435,860 $22.0M
Portside Wealth Group, LLC 2.46% Add +4.8% 417,773 $21.1M
Wrapmanager Inc. 6.55% Reduce -5.0% 415,672 $20.9M
Invenio Wealth Partners LLC 7.28% Add +0.7% 403,290 $20.3M
Seeds Investor LLC 2.09% Add +8.6% 403,044 $20.3M
Cornerstone Wealth Management, LLC 0.86% Add +18.1% 396,951 $20.0M
Retiremitten Financial LLC 8.29% Add +33.4% 389,769 $19.6M
Mason & Associates, LLC 4.08% Add +1.3% 388,895 $19.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -47.0% 387,886 $19.5M
Atria Investments, Inc 0.19% Reduce -8.8% 381,823 $19.2M
Fifth Third Bancorp 0.03% Reduce -2.6% 378,844 $19.1M
Belpointe Asset Management LLC 0.61% Add +1.1% 370,024 $18.6M
Empowered Funds, LLC 0.10% Reduce -3.8% 368,556 $18.6M
Advyzon Investment Management, LLC 1.34% Add +0.7% 367,693 $18.5M
Summit Global Investments 0.97% Add +7.1% 352,222 $17.7M
Strategic Financial Planning, Inc. 9.26% New 352,236 $17.7M
Citigroup Inc. 0.01% Reduce -8.9% 351,027 $17.7M
SCS Capital Management LLC 0.17% No change 349,934 $17.6M
Rodgers & Associates, LTD 1.60% Reduce -3.1% 349,364 $17.6M
Macco Financial Group, Inc. 11.37% Add +8.9% 347,222 $17.5M
Arizona PSPRS Trust 0.65% New 345,500 $17.4M
Moss Adams Wealth Advisors LLC 1.08% Reduce -1.5% 344,497 $17.4M
&partners 0.07% Add +2.9% 344,298 $17.3M
Western Wealth Management, LLC 0.55% Add +13.9% 336,424 $17.0M
Sanctuary Advisors, LLC 0.08% Reduce -3.3% 336,167 $16.9M
Scotia Capital Inc. 0.06% Reduce -0.5% 336,045 $16.9M
Summit Financial, LLC 0.19% Reduce -1.6% 335,911 $16.9M
Capital Investment Management, Inc. 5.15% Add +0.9% 333,881 $16.8M
RFG Advisory, LLC 0.26% Reduce -1.5% 332,438 $16.8M
Reston Wealth Management LLC 4.51% Add +0.4% 331,834 $16.7M
Foundations Investment Advisors, LLC 0.17% Add +15.5% 330,759 $16.7M
Abound Financial, LLC 6.56% Reduce -2.3% 326,575 $16.5M
Mercer Global Advisors Inc. 0.02% Add +1.1% 325,608 $16.4M
Probity Advisors, Inc. 2.31% Reduce -1.3% 320,953 $16.2M
Sanchez Wealth Management Group 2.82% Add +4.3% 319,517 $16.1M
Orion Porfolio Solutions, LLC 0.12% Add +0.4% 317,734 $16.0M
Millington Financial Advisors, LLC 6.23% Add +5.3% 321,106 $15.9M
Palatine Hill Wealth Management, LLC 12.74% Add +8.1% 313,976 $15.8M
Plante Moran Financial Advisors, LLC 0.73% Reduce -2.2% 313,282 $15.8M
Gradient Capital Advisors, LLC 3.61% Reduce -1.8% 309,462 $15.6M
Clear Retirement Advice LLC 10.65% Add +9.7% 308,661 $15.6M
Great Valley Advisor Group, Inc. 0.25% Add +1.7% 308,377 $15.5M
Signal Advisors Wealth, LLC 0.80% Reduce -1.6% 302,211 $15.2M
FMR LLC 0.00% Add +5.5% 301,296 $15.2M
Pecaut & Co. 4.58% Add +0.9% 298,409 $15.0M
Range Advisory, LLC 1.79% Add +10.3% 298,167 $15.0M
Brookstone Capital Management 0.15% Reduce -5.3% 297,708 $15.0M
Navigation Group, LLC 2.91% Reduce -0.3% 297,091 $15.0M
Partners in Financial Planning 2.22% Add +0.4% 291,107 $14.7M
Sage Advisory Services, Ltd.Co. 7.19% Add +2.5% 290,047 $14.6M
Cascade Financial Partners, LLC 1.27% Reduce -0.0% 289,451 $14.6M
O'Connor Financial Group LLC 5.10% Reduce -1.8% 286,052 $14.4M
Kingsview Wealth Management, LLC 0.17% Add +19.2% 285,947 $14.4M
Certified Advisory Corp 1.16% Reduce -4.3% 285,325 $14.4M
Tortoise Investment Management, LLC 1.07% Add +2.8% 284,576 $14.3M
Horizon Financial Services, LLC 5.46% Add +1.0% 282,447 $14.2M
DORVAL Corp 4.08% Add +1.1% 281,499 $14.2M
Kagan Cocozza Asset Management 8.85% Add +6.9% 280,223 $14.1M
Harbour Investments, Inc. 0.19% Reduce -10.5% 277,138 $14.0M
Waller Financial Planning Group, Inc. 2.87% Reduce -1.6% 276,793 $13.9M
Roble, Belko & Company, Inc 1.50% Add +6.2% 276,167 $13.9M
Convergence Financial, LLC 1.10% Add +65.1% 275,024 $13.9M
Boltwood Capital Management 3.16% Reduce -0.5% 273,455 $13.8M
Collaborative Wealth Managment Inc. 5.78% Reduce -6.4% 272,830 $13.7M
Verus Capital Partners, LLC 0.74% Add +40.5% 271,188 $13.7M
Fort Point Capital Partners LLC 1.45% Add +21.3% 268,818 $13.5M
Aquire Wealth Advisors, LLC 3.01% Reduce -4.5% 260,566 $13.1M
Rosenberg Matthew Hamilton 2.43% Add +9.4% 259,321 $13.1M
Jones Financial Companies LLLP 0.01% Add +26.2% 261,897 $13.1M
Quantinno Capital Management LP 0.02% Add +12.7% 258,563 $13.0M
Delta Wealth Advisors LLC 9.27% Add +7.7% 257,524 $13.0M
Focus Partners Advisor Solutions, LLC 0.11% Reduce -5.3% 257,236 $13.0M
Montz Harcus Wealth Management LLC 4.60% Add +1.2% 256,456 $12.9M
NovaPoint Capital, LLC 2.68% Reduce -4.7% 256,023 $12.9M
Mutual Advisors, LLC 0.24% Add +11.3% 254,494 $12.8M
Lifestyle Asset Management, Inc. 3.42% Add +2.3% 252,199 $12.7M
Henderson Brothers Financial Partners, LLC 5.97% Reduce -49.1% 250,263 $12.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.16% Add +1.2% 245,506 $12.4M
Leslie Global Wealth, LLC 4.77% Reduce -3.4% 243,250 $12.3M
AE Wealth Management LLC 0.06% Reduce -0.6% 243,217 $12.3M
Marathon Strategic Advisors, LLC 6.91% Reduce -0.6% 242,827 $12.2M
Mgo One Seven LLC 0.20% Add +0.4% 239,555 $12.1M
Luken Investment Analytics, LLC 4.21% Add +2.6% 238,829 $12.0M
Strategic Financial Partners, Ltd. 4.53% Reduce -34.7% 238,507 $12.0M
Financial Planning Fort Collins, LLC 9.44% Reduce -6.7% 238,847 $12.0M
WBH Advisory Inc. 0.80% Add +4.5% 237,189 $12.0M
Valtinson Bruner Financial Planning LLC 2.99% Add +3.7% 236,479 $11.9M
Amicus Financial Advisors, LLC 2.90% Reduce -1.3% 233,908 $11.8M
Optima Capital LLC 4.62% Add +178.5% 232,194 $11.7M
TPG Financial Advisors, LLC 3.48% Reduce -1.9% 230,984 $11.6M
AQR Capital Management 0.00% Add +41.9% 228,292 $11.5M
Goodman Financial Corp 1.77% Reduce -40.5% 226,743 $11.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.25% Add +0.7% 225,582 $11.4M
Cresset Asset Management, LLC 0.04% Add +45.1% 223,700 $11.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.56% Reduce -2.1% 223,145 $11.2M
Susquehanna International Group, LLP 0.01% Add +194.9% 221,609 $11.2M
Lanark Financial, Inc. 0.75% Add +1.3% 220,493 $11.1M
Partnership Wealth Management, LLC 7.43% Add +3.4% 218,092 $11.0M
New England Capital Financial Advisors LLC 2.58% Reduce -3.2% 214,550 $10.8M
Wrenne Financial Planning LLC 3.63% Reduce -7.5% 213,495 $10.8M
Salomon & Ludwin, LLC 0.88% Add +6.6% 212,790 $10.8M
Collier Financial 7.26% Reduce -0.6% 210,651 $10.6M
Xena Financial Planning, LLC 10.18% Add +1.4% 210,482 $10.6M
Flagship Harbor Advisors, LLC 0.40% Reduce -6.9% 207,325 $10.4M
Brown Financial Advisory 4.34% Reduce -0.8% 206,062 $10.4M
Vertex Planning Partners, LLC 1.54% Add +87.3% 205,247 $10.3M
Modera Wealth Management, LLC 0.11% Add +1.4% 202,411 $10.2M
Atlas Capital Advisors Inc. 1.11% Add +1.0% 200,449 $10.1M
Legacy Solutions, LLC 8.03% Add +0.8% 197,021 $9.9M
Cornerstone Financial Group, LLC 6.12% Add +3.5% 196,957 $9.9M
Integrated Capital Management, Inc. 6.92% Reduce -1.2% 196,927 $9.9M
Orin Green Financial, LLC 3.66% Reduce -0.8% 196,823 $9.9M
Security Financial Services, INC. 1.37% Add +2.5% 196,270 $9.9M
Ignite Planners, LLC 1.35% Add +1.9% 194,770 $9.8M
Arete Wealth Advisors, LLC 0.65% Reduce -0.3% 193,973 $9.8M
OneDigital Investment Advisors LLC 0.08% Add +218.5% 191,346 $9.6M
Independent Advisor Alliance 0.22% Reduce -91.5% 190,401 $9.6M
IFS Advisors, LLC 4.57% Add +2.2% 189,548 $9.6M
Bensler, LLC 0.84% Add +13.4% 189,528 $9.6M
Rwa Wealth Partners, LLC 0.09% Add +0.0% 185,892 $9.4M
Spartan Planning & Wealth Management 6.22% Add +68.8% 185,548 $9.3M
Aire Advisors, LLC 1.51% Add +0.0% 184,448 $9.3M
Bay Capital Advisors, LLC 4.93% Add +3.0% 182,385 $9.2M
YHB Investment Advisors, Inc. 0.59% Add +1.6% 181,509 $9.1M
Kayne Anderson Rudnick Investment Management LLC 0.03% No change 176,491 $8.9M
Seven Springs Wealth Group, LLC 1.97% Reduce -0.3% 175,316 $8.8M
Venturi Wealth Management, LLC 0.34% Reduce -0.7% 174,776 $8.8M
Truepoint, Inc. 0.18% Reduce -9.9% 172,268 $8.7M
EP Wealth Advisors, LLC 0.03% Add +234.1% 171,766 $8.7M
Financial Advisory Partners, LLC 2.26% Add +4.4% 171,356 $8.6M
XML Financial, LLC 0.63% Add +1.0% 171,087 $8.6M
BIP Wealth, LLC 0.24% Add +15.4% 170,740 $8.6M
Aspire Private Capital, LLC 1.77% Reduce -35.0% 170,271 $8.6M
Fortitude Financial, LLC 7.66% Reduce -12.1% 169,276 $8.5M
Sherman Wealth Management LLC 6.37% Add +5.9% 167,877 $8.5M
True Blue Financial, LLC 3.55% Add +1912.4% 166,870 $8.4M
Ironwood Wealth Management, LLC. 1.84% Reduce -2.6% 165,020 $8.3M
Optimist Retirement Group LLC 3.20% Reduce -1.0% 164,804 $8.3M
Vista Cima Wealth Management LLC 6.14% Add +4.4% 163,583 $8.2M
CSM Advisors, LLC 0.18% No change 162,925 $8.2M
Sentinel Pension Advisors, LLC 1.08% Reduce -0.1% 166,193 $8.2M
TCP Asset Management, LLC 0.92% Reduce -2.5% 161,506 $8.1M
BayBridge Capital Group, LLC 4.23% Reduce -0.0% 160,936 $8.1M
Advisory Services Network, LLC 0.09% Add +26.0% 160,349 $8.1M
Diligent Investors, LLC 1.78% Reduce -1.8% 158,189 $8.0M
Ausdal Financial Partners, Inc. 0.31% Reduce -3.4% 157,721 $7.9M
Gateway Wealth Partners, LLC 0.47% Reduce -37.4% 156,933 $7.9M
Fourth Dimension Wealth, LLC 2.46% Add +3.3% 154,291 $7.8M
Aerodigm Wealth, LLC 2.63% Reduce -0.6% 154,240 $7.8M
Novem Group 0.78% Reduce -8.0% 153,375 $7.7M
Battery Global Advisors, LLC 3.85% No change 152,557 $7.7M
Avior Wealth Management, LLC 0.20% Add +1.4% 152,322 $7.7M
Vested Financial Planning, LLC 5.12% Add +0.7% 151,131 $7.6M
Oregon Pacific Wealth Management, LLC 7.11% Reduce -1.0% 150,423 $7.6M
Nicolet Bankshares Inc. 0.24% Reduce -6.8% 148,390 $7.5M
Benchmark Financial, LLC 6.08% Reduce -0.2% 148,127 $7.5M
Sheets Smith Wealth Management 0.74% Add +0.5% 146,558 $7.4M
Cary Street Partners Financial LLC 0.16% Reduce -55.6% 145,566 $7.3M
Great Lakes Advisors, LLC 0.06% Reduce -0.4% 143,979 $7.3M
Tyche Wealth Partners LLC 1.00% Add +8.7% 140,760 $7.1M
Wilkins Miller Wealth Management, LLC 3.88% Add +1.7% 139,886 $7.0M
BCS Wealth Management 1.25% Add +3.0% 138,105 $7.0M
Capital Analysts, LLC 0.16% Add +3.0% 136,948 $6.9M
Continuum Advisory, LLC 0.56% Reduce -0.9% 136,824 $6.9M
North Star Asset Management Inc. 0.27% Add +5.5% 135,417 $6.8M
Red Wave Investments LLC 1.71% Add +10.9% 133,864 $6.7M
Planwiser Financial, LLC 4.63% Reduce -15.7% 132,304 $6.7M
Symphony Financial, Ltd. Co. 0.72% Add +2.1% 131,460 $6.6M
Principal Securities, Inc. 0.08% Add +47.9% 130,637 $6.6M
Smith Thornton Advisors LLC 2.89% Add +10.8% 132,394 $6.5M
Occidental Asset Management, LLC 0.65% Add +1.6% 129,662 $6.5M
Cornerstone Advisors Asset Management, LLC 0.84% Reduce -0.4% 127,556 $6.4M
Montis Financial, LLC 1.31% Reduce -1.6% 127,107 $6.4M
Parallel Advisors, LLC 0.10% Add +89.5% 126,205 $6.4M
SYM FINANCIAL Corp 0.51% Add +11.7% 125,776 $6.3M
FDx Advisors, Inc. 1.91% Reduce -2.8% 125,711 $6.3M
SMART Wealth LLC 1.36% New 125,434 $6.3M
Hughes Financial Services, LLC 0.83% Reduce -1.2% 124,710 $6.3M
Independent Financial Group, LLC 0.12% Reduce -31.6% 123,373 $6.2M
Valpey Financial Services, LLC 3.62% Add +1.9% 120,657 $6.1M
Ervin Investment Management, LLC 3.30% Add +5.6% 120,510 $6.1M
Global Endowment Management, LP 0.61% Add +13.8% 119,538 $6.0M
United Capital Financial Advisors, LLC 0.03% Reduce -4.2% 119,980 $6.0M
FSB Premier Wealth Management, Inc. 1.70% Add +1.2% 119,410 $6.0M
Towercrest Capital Management 0.83% Add +3.8% 117,680 $5.9M
Yukon Wealth Management, Inc. 1.70% Reduce -5.8% 117,566 $5.9M
LBMC Investment Advisors, LLC 0.32% Reduce -1.5% 116,875 $5.9M
Cabot Wealth Management Inc. 0.60% Add +29.6% 116,463 $5.9M
WealthTrak Capital Management LLC 3.84% Reduce -26.2% 115,790 $5.8M
Harbor Advisory Corp. 1.51% No change 112,330 $5.7M
Integrity Wealth Solutions LLC 2.09% Reduce -3.1% 112,322 $5.7M
Savvy Advisors, Inc. 0.12% Add +67.3% 111,697 $5.6M
Choreo, LLC 0.06% Add +0.9% 111,285 $5.6M
Trilogy Capital Inc. 0.22% Add +4.3% 111,040 $5.6M
Hirtle & Co., LLC 0.19% No change 110,407 $5.6M
Heartwood Wealth Advisors LLC 0.43% Add +0.1% 110,375 $5.6M
Smartleaf Asset Management LLC 0.18% No change 109,876 $5.5M
Weitzel Financial Services, Inc. 1.85% Add +15.4% 108,695 $5.4M
Arq Wealth Advisors, LLC 0.67% Reduce -13.7% 108,091 $5.4M
Brown Financial Advisors 1.87% Reduce -4.5% 106,227 $5.4M
Venture Visionary Partners LLC 0.15% Add +15.4% 105,935 $5.3M
Ashton Thomas Private Wealth, LLC 0.11% Add +21.5% 105,590 $5.3M
Aspetuck Financial Management LLC 3.13% Add +1.1% 105,510 $5.3M
Captrust Financial Advisors 0.01% Reduce -1.9% 105,038 $5.3M
Heritage Trust Co 0.46% No change 104,933 $5.3M
DeDora Capital, Inc. 1.15% No change 104,837 $5.3M
Nwam LLC 0.26% Add +1.5% 104,526 $5.3M
Norway Savings Bank 2.18% Add +1.6% 103,186 $5.2M
Northwest Wealth Advisors, LLC 2.98% Add +5.6% 102,944 $5.2M
Balefire, LLC 0.83% Reduce -19.6% 100,882 $5.1M
Colton Groome Financial Advisors, LLC 1.23% Add +10.1% 100,769 $5.1M
Tranquilli Financial Advisor LLC 2.72% Add +3.8% 100,373 $5.1M
Steward Partners Investment Advisory, LLC 0.03% Add +419.5% 100,003 $5.0M
QP Wealth Management, LLC 7.15% Add +6.6% 99,438 $5.0M
International Private Wealth Advisors LLC 2.53% Reduce -13.1% 97,716 $4.9M
Keener Financial Planning LLC 1.76% Reduce -3.1% 97,444 $4.9M
Fidelis Capital Partners, LLC 0.28% Reduce -0.0% 95,734 $4.8M
O'shaughnessy Asset Management, LLC 0.02% Add +14.7% 95,514 $4.8M
Patriot Financial Group Insurance Agency, LLC 0.49% Reduce -49.5% 95,501 $4.8M
Oxinas Partners, LLC 1.89% Reduce -0.9% 95,325 $4.8M
Gladstone Institutional Advisory LLC 0.15% Add +15.3% 95,223 $4.8M
Advisor OS, LLC 0.32% Add +104.9% 95,123 $4.8M
Range Financial Group LLC 1.30% Add +0.1% 94,701 $4.8M
Gambit Capital Management, LLC 2.76% Add +5.7% 93,792 $4.7M
HBW Advisory Services LLC 0.43% Add +1.1% 93,707 $4.7M
Financial Insights, Inc. 1.28% Reduce -0.2% 93,637 $4.7M
Blair William & Co. 0.01% Add +10.4% 93,163 $4.7M
G&S Capital LLC 1.35% Add +3.2% 92,587 $4.7M
Snowden Capital Advisors LLC 0.11% Reduce -79.8% 92,374 $4.7M
CreativeOne Wealth, LLC 0.10% Reduce -52.0% 90,945 $4.6M
Visionary Wealth Advisors 0.18% Reduce -11.3% 90,755 $4.6M
Money Concepts Capital Corp. 0.21% Add +67.9% 90,530 $4.6M
Richmond Investment Services, LLC 1.44% Reduce -46.5% 90,283 $4.5M
McCarter Private Wealth Services LLC 1.56% New 89,878 $4.5M
Rossby Financial, LCC 0.83% Add +13.1% 89,801 $4.5M
LexAurum Advisors, LLC 0.52% Add +5.6% 89,452 $4.5M
Paladin Wealth, LLC 2.60% Add +4.4% 88,556 $4.5M
Towerpoint Wealth, LLC 1.54% Reduce -2.1% 88,065 $4.4M
Alliance Wealth Management Group 0.86% Add +2.4% 87,787 $4.4M
Cooksen Wealth, LLC 2.77% Add +3.2% 87,309 $4.4M
YANKCOM Partnership 1.57% No change 86,755 $4.4M
UNIVEST FINANCIAL Corp 0.21% Add +2.2% 86,389 $4.4M
Puff Wealth Management, LLC 4.44% — 86,360 $4.4M
Eclectic Associates Inc. 0.49% Reduce -5.2% 86,197 $4.3M
PAX Financial Group, LLC 0.64% Reduce -4.1% 85,711 $4.3M
Steele Capital Management, Inc. 0.16% Reduce -0.2% 85,458 $4.3M
Stevens Capital Partners 0.81% Add +0.4% 84,662 $4.3M
Patriot Investment Management Group, Inc. 0.25% Add +0.1% 84,488 $4.3M
Vise Technologies, Inc. 0.05% Add +124.3% 84,067 $4.2M
JRM Investment Counsel, LLC 1.03% Reduce -6.9% 83,898 $4.2M
Private Trust Co. NA 0.34% Add +1.3% 83,777 $4.2M
Raleigh Capital Management Inc. 1.34% Reduce -39.4% 83,292 $4.2M
Concurrent Investment Advisors, LLC 0.04% Add +155.1% 83,187 $4.2M
Lowe Brockenbrough & Co. Inc. 0.18% No change 81,222 $4.1M
Downshift Financial, LLC 1.84% Add +3.6% 80,647 $4.1M
Koshinski Asset Management, Inc. 0.22% Reduce -1.8% 80,312 $4.0M
One Capital Management, LLC 0.11% No change 88,390 $4.0M
Butensky & Cohen Financial Security, Inc. 0.99% Reduce -1.3% 79,691 $4.0M
Anchor Bay Capital, Inc. 2.16% — 77,756 $4.0M
NBT Bank, N.A. 0.26% Reduce -0.2% 78,907 $4.0M
Bluespring Wealth Management, LLC 0.08% Add +80.8% 78,737 $4.0M
Breachway Investments LLC 5.95% Reduce -34.7% 78,461 $4.0M
VestGen Advisors, LLC 0.11% Reduce -7.5% 77,440 $3.9M
SkyOak Wealth, LLC 0.63% Add +3.1% 76,708 $3.9M
Sowell Financial Services LLC 0.13% Add +8.4% 76,051 $3.8M
Equita Financial Network, Inc. 1.06% Reduce -0.3% 75,543 $3.8M
Larson Financial Group LLC 0.10% Reduce -7.8% 74,499 $3.8M
Clear Creek Financial Management, LLC 0.24% Add +852.0% 74,405 $3.7M
BlueChip Wealth Advisors LLC 1.41% Add +356.3% 73,830 $3.7M
Vista Investment Management 1.12% Add +0.1% 73,785 $3.7M
PNC Financial Services Group, Inc. 0.00% Add +5.0% 73,648 $3.7M
HUB Investment Partners, LLC 0.07% Add +78.7% 72,928 $3.7M
Norden Group LLC 0.30% Add +5.1% 72,555 $3.7M
Quent Capital, LLC 0.22% Reduce -5.7% 72,486 $3.7M
American Investment Services, Inc. 0.77% Reduce -2.2% 72,183 $3.6M
Walsh & Associates, LLC 2.96% Add +14.0% 71,892 $3.6M
Midwest Financial Network, LLC 2.47% Add +19.2% 71,656 $3.6M
21 West Wealth Management LLC 3.00% Reduce -2.8% 69,603 $3.5M
Legacy Wealth Partners, LLC 0.78% Reduce -22.4% 68,834 $3.5M
Modern Wealth Management, LLC 0.04% Reduce -35.3% 68,656 $3.5M
ORBA Wealth Advisors, L.L.C. 2.92% Reduce -21.1% 67,862 $3.4M
Prime Capital Investment Advisors, LLC 0.03% Reduce -0.3% 67,791 $3.4M
Life Planning Partners, Inc 2.54% No change 67,750 $3.4M
Global Financial Private Client, LLC 0.91% Reduce -12.8% 66,732 $3.4M
Virtue Capital Management, LLC 0.45% Reduce -5.8% 66,732 $3.4M
TRB Wealth Management, LLC 0.45% Add +0.1% 66,572 $3.4M
TBH Global Asset Management, LLC 0.61% Add +0.1% 66,500 $3.4M
United Asset Strategies, Inc. 0.24% Add +5.7% 66,131 $3.3M
Novus Advisors, LLC 6.88% Reduce -24.4% 65,512 $3.3M
Trinity Wealth Management, LLC 1.04% Add +2.1% 65,190 $3.3M
JFS Wealth Advisors, LLC 0.16% Add +0.2% 65,136 $3.3M
World Investment Advisors 0.05% Reduce -8.7% 69,514 $3.3M
Breakwater Investment Management 1.11% Add +8.2% 64,453 $3.2M
Northwest Wealth Management, LLC 0.43% Reduce -4.0% 64,203 $3.2M
Bell Bank 0.12% Add +5.7% 63,641 $3.2M
Richardson Financial Services Inc. 1.82% Reduce -21.5% 63,574 $3.2M
WLTH Capital Management, LLC 2.05% Reduce -1.9% 63,454 $3.2M
Mattson Financial Services, LLC 0.67% Reduce -4.3% 64,306 $3.2M
City National Bank of Florida 1.34% Reduce -3.5% 63,312 $3.2M
Zhang Financial LLC 0.09% Add +0.8% 63,122 $3.2M
Lunt Capital Management, Inc. 1.15% Reduce -0.7% 62,030 $3.1M
Landmark Wealth Management, LLC 0.74% Reduce -4.9% 61,101 $3.1M
Mosaic Family Wealth Partners, LLC 0.21% Add +390.0% 60,978 $3.1M
Baron Financial Group, LLC 1.46% Add +0.3% 60,757 $3.1M
ABLE Financial Group, LLC 0.51% Reduce -0.2% 60,551 $3.1M
FF Advisors,LLC 1.14% Add +1.4% 60,546 $3.1M
Rehmann Capital Advisory Group 0.14% Reduce -2.0% 60,188 $3.0M
Brown Advisory Inc. 0.00% Add +17.2% 60,087 $3.0M
Simon Quick Advisors, LLC 0.12% Reduce -5.1% 59,426 $3.0M
Bank of Montreal 0.00% Add +70.5% 59,403 $3.0M
Chicago Capital, LLC 0.07% No change 58,000 $2.9M
Columbia River Financial Group, LLC 1.54% Reduce -9.9% 57,031 $2.9M
Opus Capital Group, LLC 0.28% Add +0.8% 56,850 $2.9M
Kohmann Bosshard Financial Services, LLC 0.24% Reduce -1.3% 56,817 $2.9M
Financial Network Wealth Advisors LLC 2.90% Add +5.4% 56,673 $2.9M
Compound Planning, Inc. 0.07% Add +4.2% 56,054 $2.8M
Perennial Investment Advisors, LLC 0.19% Add +9.7% 55,761 $2.8M
Gainplan LLC 1.10% Add +8.5% 55,519 $2.8M
Livet Wealth, LLC 1.61% Reduce -2.5% 55,447 $2.8M
First Manhattan Co. Llc. 0.01% Reduce -0.3% 54,949 $2.8M
AdvisorNet Financial, Inc 0.13% Reduce -0.8% 54,662 $2.8M
Caitlin John, LLC 1.51% Add +94.0% 54,609 $2.8M
Watershed Private Wealth LLC 0.76% No change 53,830 $2.7M
Enclave Advisors LLC 0.35% Add +24.3% 53,432 $2.7M
Cary Street Partners Investment Advisory LLC 0.54% Reduce -59.7% 53,396 $2.7M
Pinnacle Associates Ltd. 0.03% Add +10.1% 52,854 $2.7M
Econ Financial Services Corp 1.23% Add +1.8% 52,177 $2.6M
Private Wealth Group, LLC 1.01% Add +6.7% 52,122 $2.6M
NewEdge Wealth, LLC 0.03% Add +0.0% 52,043 $2.6M
Arkadios Wealth Advisors 0.04% Add +2.0% 51,458 $2.6M
Nuveen, LLC 0.00% New 51,417 $2.6M
Stablepoint Partners, LLC 0.36% Add +3.0% 51,218 $2.6M
Tilson Financial Group, Inc. 0.71% Add +0.3% 51,159 $2.6M
Total Clarity Wealth Management, Inc. 0.50% Reduce -65.1% 50,851 $2.6M
Rockbridge Investment Management, LCC 0.20% Reduce -3.4% 49,663 $2.5M
Ciovacco Capital Management LLC 1.09% New 48,578 $2.4M
Wedmont Private Capital 0.07% Add +0.0% 48,654 $2.4M
Sherman Asset Management, Inc. 1.90% Reduce -5.6% 48,543 $2.4M
Janney Montgomery Scott LLC 0.00% Reduce -14.4% 48,476 $2.4M
Pinnacle Wealth Management Advisory Group, LLC 0.14% No change 47,986 $2.4M
Sage Mountain Advisors LLC 0.15% No change 47,171 $2.4M
Carroll Advisory Group, LLC 0.78% Reduce -17.9% 47,141 $2.4M
Investment Partners, LTD. 0.74% Add +2.4% 46,998 $2.4M
Worth Financial Advisory Group, LLC 0.97% New 46,369 $2.3M
Andrews Advisory Associates, LLC 1.11% Reduce -1.0% 45,769 $2.3M
Idaho Trust Co 0.66% Reduce -15.3% 44,894 $2.3M
Moneta Group Investment Advisors LLC 0.02% Add +15.9% 44,875 $2.3M
ACT Advisors, LLC. 0.74% Reduce -2.3% 44,171 $2.2M
Comprehensive Money Management Services LLC 1.40% Reduce -3.4% 44,039 $2.2M
StoneX Group Inc. 0.09% Add +615.7% 43,830 $2.2M
McNaughton Wealth Management, LLC 0.78% Add +0.1% 43,678 $2.2M
Baird Financial Group, Inc. 0.00% Add +4.6% 43,448 $2.2M
IRON Financial LLC 0.90% Reduce -1.2% 43,264 $2.2M
Tempus Wealth Planning, LLC 0.43% Add +0.1% 43,168 $2.2M
Ascent Group, LLC 0.06% Reduce -24.0% 42,530 $2.1M
Apollon Wealth Management, LLC 0.03% Reduce -0.3% 42,182 $2.1M
Legacy Private Trust Co. 0.12% Reduce -0.5% 42,115 $2.1M
Ballast Advisors LLC 0.50% Add +24.2% 41,996 $2.1M
MCF Advisors LLC 0.08% Add +1.1% 41,756 $2.1M
Triad Wealth Partners, LLC 0.12% Reduce -9.0% 41,787 $2.1M
KMG Fiduciary Partners, LLC 0.19% Add +14.1% 41,617 $2.1M
Foronjy Financial LLC 0.77% New 41,600 $2.1M
PCB Capital LLC 2.52% Add +21.8% 41,045 $2.1M
Barnes Wealth Management Group, Inc 0.95% Reduce -1.8% 40,578 $2.0M
TKG Advisors, LLC 0.71% Add +6.0% 40,569 $2.0M
Bill Few Associates, Inc. 0.44% Reduce -1.0% 40,448 $2.0M
Northern Trust Corp. 0.00% Add +12.5% 40,297 $2.0M
PCG Wealth Advisors, LLC 0.45% Reduce -5.8% 40,104 $2.0M
Bessemer Group Inc. 0.00% Add +240.7% 39,992 $2.0M
Wealthspire Retirement, LLC 0.11% Reduce -0.9% 39,732 $2.0M
Clarkston Capital Partners, LLC 0.17% No change 39,500 $2.0M
Silverlake Wealth Management LLC 0.38% Reduce -15.7% 38,916 $2.0M
Krilogy Financial LLC 0.06% Add +0.3% 38,456 $1.9M
Composition Wealth, LLC 0.02% Add +0.4% 38,206 $1.9M
PW Advisors, LLC \ FL 1.28% Reduce -2.6% 38,066 $1.9M
Roan Capital Partners 1.58% Reduce -6.4% 37,901 $1.9M
Founders Financial Alliance, LLC 0.25% Add +936.2% 37,687 $1.9M
Maridea Wealth Management LLC 0.21% Reduce -16.0% 37,637 $1.9M
Black Diamond Financial, LLC 0.17% Add +3.6% 37,445 $1.9M
Hibernia Wealth Partners, LLC 1.01% Reduce -29.3% 36,901 $1.9M
Confluence Wealth Services, Inc. 0.05% New 36,884 $1.9M
Realta Investment Advisors 0.58% Reduce -13.4% 36,822 $1.9M
Sanchez Gaunt Capital Management, LLC 1.03% Reduce -6.0% 36,684 $1.8M
River Street Advisors LLC 0.54% Add +18.8% 36,533 $1.8M
Ridgewood Investments LLC 0.69% Add +5.8% 36,516 $1.8M
WealthPoint Financial, LLC 1.32% Reduce -10.8% 35,888 $1.8M
Howard Wealth Management, LLC 0.67% Reduce -0.9% 35,731 $1.8M
Eagle Strategies LLC 0.18% Add +0.2% 35,688 $1.8M
Level Four Advisory Services, LLC 0.05% Add +7.4% 35,571 $1.8M
Fullerton Advisors, LLC 1.67% Reduce -4.2% 35,468 $1.8M
Dagco, Inc. 0.33% Add +11.4% 35,368 $1.8M
Great Diamond Partners, LLC 0.31% Add +4.5% 35,354 $1.8M
Sigma Planning Corp 0.04% Add +1.3% 34,698 $1.7M
Dravo Bay LLC 0.60% Add +1.6% 34,657 $1.7M
Capital Investment Advisory Services, LLC 0.11% Add +421.9% 34,525 $1.7M
Laurel Wealth Planning LLC 0.77% Add +0.1% 34,318 $1.7M
Lockerman Financial Group, Inc. 2.64% Reduce -28.1% 34,226 $1.7M
USAdvisors Wealth Management, LLC 0.49% Reduce -1.0% 34,113 $1.7M
True North Advisors, LLC 0.16% Reduce -2.4% 33,820 $1.7M
CORDA Investment Management, LLC. 0.10% Reduce -0.4% 33,531 $1.7M
FreeGulliver LLC 0.60% Add +1.1% 33,523 $1.7M
Courier Capital LLC 0.08% Reduce -0.8% 33,457 $1.7M
MBM Wealth Consultants, LLC 0.32% Add +5.7% 33,319 $1.7M
Bison Wealth, LLC 0.15% Reduce -4.0% 33,023 $1.7M
Apeiron RIA LLC 0.42% Reduce -51.3% 32,721 $1.6M
Wealthcare Capital Partners, LLC 0.68% Reduce -4.1% 32,681 $1.6M
Blue Capital, Inc. 1.04% Reduce -10.4% 32,403 $1.6M
Sterling Wealth Management, Inc. 0.41% Add +1.4% 32,378 $1.6M
Altrius Capital Management Inc 0.31% Reduce -2.3% 32,312 $1.6M
Meridian Wealth Management, LLC 0.05% Reduce -6.1% 32,122 $1.6M
Legacy Edge Advisors, LLC 0.15% No change 32,096 $1.6M
Goldstein Advisors, LLC 0.15% No change 32,058 $1.6M
Narus Financial Partners, LLC 0.41% Add +8.4% 32,002 $1.6M
Lido Advisors, LLC 0.01% Add +622.2% 31,703 $1.6M
German American Bancorp, Inc. 0.12% No change 31,453 $1.6M
Keystone Wealth Services, LLC 0.29% Add +1.6% 31,440 $1.6M
Noble Wealth Partners LLC 1.37% — 31,378 $1.6M
Voya Financial Advisors, Inc. 0.14% Add +6.3% 31,515 $1.6M
Hills Bank & Trust Co 0.07% Add +665.1% 31,024 $1.6M
Prevail Innovative Wealth Advisors, LLC 0.23% Add +30.0% 30,692 $1.5M
Red Reef Advisors LLC 1.42% Add +2.0% 30,566 $1.5M
Sound Income Strategies, LLC 0.07% Add +451.5% 30,420 $1.5M
Phillips Financial Management, LLC 0.11% No change 30,419 $1.5M
Paladin Advisory Group, LLC 1.01% No change 30,320 $1.5M
Outlook Wealth Advisors, LLC 0.33% Reduce -27.2% 30,356 $1.5M
Independent Wealth Network Inc. 0.39% Reduce -4.2% 30,283 $1.5M
Detalus Advisors, LLC 0.30% Add +1.8% 30,157 $1.5M
Forefront Wealth Partners, LLC 0.46% Reduce -56.3% 29,779 $1.5M
First Trust Advisors LP 0.00% Add +7.5% 29,679 $1.5M
Keystone Financial Group 0.09% Add +2.0% 29,450 $1.5M
October Effect Ltd 1.39% Add +14.4% 29,345 $1.5M
Wallace Advisory Group, LLC 1.38% Add +35.4% 29,148 $1.5M
World Equity Group, Inc. 0.33% Add +265.8% 28,884 $1.5M
Vericrest Private Wealth 1.29% Reduce -19.6% 28,839 $1.5M
Pinnacle Financial Partners, Inc. 0.01% Add +5.6% 28,500 $1.4M
Seaside Wealth Management, Inc. 0.35% Add +1.1% 28,186 $1.4M
Alliance Wealth Advisors, LLC 0.27% Reduce -31.1% 27,846 $1.4M
Tannin Capital LLC 0.92% Add +9.0% 27,785 $1.4M
Advisors Management Group Inc. 0.23% Add +0.1% 27,764 $1.4M
Peirce Capital Management, LLC 0.51% Reduce -11.3% 27,760 $1.4M
Natixis Advisors, LLC 0.00% Add +78.8% 27,706 $1.4M
Brand Asset Management Group, Inc. 0.31% Reduce -0.2% 27,614 $1.4M
Seneca Financial Advisors LLC 0.36% Reduce -0.9% 27,361 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.05% Reduce -1.6% 27,117 $1.4M
Kelman-Lazarov, Inc. 0.18% No change 26,793 $1.4M
Penobscot Wealth Management 0.36% Reduce -40.1% 26,713 $1.3M
IFG Advisors, LLC 0.18% Add +9.1% 26,548 $1.3M
CoreCap Advisors, LLC 0.04% Reduce -1.6% 26,238 $1.3M
MidAtlantic Capital Management, Inc. 0.82% Add +0.1% 26,183 $1.3M
Inspire Advisors, LLC 0.09% Reduce -9.0% 26,007 $1.3M
American Institute for Advanced Investment Management, LLP 0.75% Add +9.0% 25,877 $1.3M
Zacks Investment Management 0.01% Add +11.7% 25,859 $1.3M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +9.2% 25,713 $1.3M
Petersen Hastings Wealth Advisors Inc. 0.11% Reduce -2.3% 25,626 $1.3M
Hancock Whitney Corp. 0.02% Add +2.7% 25,370 $1.3M
GLR Partners, LLC 0.59% Reduce -1.5% 25,254 $1.3M
WealthCare Investment Partners, LLC 0.30% Add +1.3% 24,811 $1.3M
Vantus Wealth LLC 0.67% — 24,748 $1.2M
Aegis Wealth Management, Inc. 0.80% Add +23.1% 24,454 $1.2M
Regal Investment Advisors LLC 0.06% Add +121.3% 24,379 $1.2M
Cannon Financial Strategists, Inc. 0.14% Add +0.1% 24,362 $1.2M
Csenge Advisory Group 0.05% Add +8.6% 24,348 $1.2M
Cambient Family Office, LLC 0.15% No change 24,125 $1.2M
Gilpin Wealth Management, LLC 0.84% Add +1.2% 24,075 $1.2M
Mosley Wealth Management 0.39% Add +688.3% 24,027 $1.2M
Fortis Group Advisors, LLC 0.19% No change 23,741 $1.2M
Bokf, NA 0.02% No change 23,597 $1.2M
Sequoia Financial Advisors, LLC 0.01% Add +1.2% 23,587 $1.2M
Key Financial Inc 0.19% Add +1.4% 23,577 $1.2M
Hopwood Nicholas Hunter 0.32% Reduce -1.9% 23,443 $1.2M
SFG Wealth Management, LLC. 0.42% Add +190.0% 23,258 $1.2M
Sharkey, Howes & Javer 0.14% Reduce -57.8% 23,258 $1.2M
Medallion Wealth Advisors, LLC 0.36% Add +0.3% 22,933 $1.2M
Ieq Capital, LLC 0.01% Add +25.8% 22,887 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% No change 22,468 $1.1M
Howard Financial Services, LTD. 0.11% No change 22,437 $1.1M
TOP Private Wealth LLC. 1.07% — 22,120 $1.1M
Rock Point Advisors, LLC 0.27% Reduce -1.6% 22,047 $1.1M
Barnes Dennig Private Wealth Management LLC 0.89% Add +62.5% 21,975 $1.1M
Flputnam Investment Management Co. 0.01% Reduce -1.0% 21,857 $1.1M
Stratos Wealth Advisors, LLC 0.06% Add +47.6% 21,748 $1.1M
M&T Bank Corp 0.00% Reduce -8.7% 21,671 $1.1M
Wealth Advisors Northwest LLC 0.37% Reduce -3.1% 21,534 $1.1M
Strategic Wealth Partners, Ltd. 0.07% Add +2.7% 21,472 $1.1M
Spectrum Planning & Advisory Services Inc. 0.48% Add +29.8% 21,454 $1.1M
Glen Eagle Advisors, LLC 0.14% Reduce -1.1% 21,260 $1.1M
Nations Financial Group Inc, /Ia/ 0.05% Add +0.7% 21,237 $1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +30.2% 21,046 $1.1M
Stegent Equity Advisors, Inc. 0.76% New 20,973 $1.1M
Destiny Capital Corp 0.49% No change 20,843 $1.1M
Stratos Investment Management, LLC 0.04% Reduce -0.3% 20,817 $1.0M
Integris Wealth Management, LLC 0.21% New 20,705 $1.0M
Ridgeline Wealth Planning, LLC 0.66% Add +76.6% 20,580 $1.0M
SeedSafe Financial LLC 0.74% Add +1.0% 20,425 $1.0M
Laird Norton Wetherby Trust Company, LLC 0.02% Add +0.1% 20,263 $1.0M
Canal Capital Management, LLC 0.12% Add +1.0% 20,164 $1.0M
Allen Capital Group, LLC 0.08% Reduce -2.2% 20,158 $1.0M
Keybank National Association 0.00% Reduce -3.9% 20,086 $1.0M
Uptown Financial Advisors LLC 0.74% Reduce -0.3% 20,066 $1.0M
Redwood Financial Network Corp 0.56% Add +5.2% 20,063 $1.0M
Strategic Blueprint, LLC 0.05% Add +1.4% 19,946 $1.0M
Schwallier Wealth Management LLC 0.63% Reduce -83.2% 19,935 $1.0M
Apollon Financial, LLC 0.12% Reduce -7.7% 19,685 $992K
FWG Investments, LLC. 0.52% Reduce -13.1% 19,634 $989K
Financial Strategies Group, Inc. 0.15% Add +11.6% 19,396 $968K
Thompson David Blair 0.48% Add +34.8% 19,110 $963K
Franklin Resources Inc. 0.00% No change 19,061 $960K
WealthShield Partners, LLC 0.15% Reduce -0.4% 19,021 $958K
Resurgent Financial Advisors LLC 0.27% Reduce -3.5% 18,920 $953K
Stephens Inc. 0.01% Reduce -0.6% 18,818 $948K
J.W. Cole Advisors, Inc. 0.02% Add +3.0% 18,808 $948K
Creative Financial Designs Inc. 0.05% Reduce -8.8% 18,776 $946K
Balanced Wealth Group LLC 0.30% Reduce -10.1% 18,743 $944K
Baker Tilly Wealth Management, LLC 0.20% Reduce -5.9% 18,741 $944K
Citadel Advisors 0.00% Reduce -6.4% 18,622 $938K
Pacifica Partners Inc. 0.28% Add +0.6% 18,741 $938K
M Holdings Securities, Inc. 0.13% Add +3.9% 18,509 $928K
Tru Independence Asset Management 2, LLC 0.50% No change 18,385 $926K
Professional Financial Advisors, LLC 0.16% Add +0.9% 18,321 $923K
McKinley Carter Wealth Services, Inc. 0.05% Reduce -8.8% 18,206 $917K
Triumph Capital Management 0.17% Add +30.7% 18,133 $914K
Gateway Investment Advisers LLC 0.01% New 18,076 $911K
Rooted Wealth Advisors, Inc. 0.22% Reduce -0.2% 18,062 $910K
Port Capital LLC 0.04% No change 18,000 $907K
Wiregrass Investment Management LLC 0.61% Add +2.0% 17,880 $901K
TLWM 0.15% Add +5.1% 17,879 $901K
WFA of San Diego, LLC 0.74% Reduce -20.6% 17,273 $900K
McClarren Financial Advisors, Inc. 0.46% Reduce -2.6% 17,802 $897K
Bolthouse Investments, LLC 0.72% Reduce -0.7% 17,717 $893K
One Wealth Capital Management, LLC 0.25% Add +55.0% 17,703 $892K
Brighton Jones LLC 0.02% Add +3.8% 17,521 $883K
Leverty Financial Group, LLC 0.17% Reduce -17.1% 17,518 $883K
Kintra Wealth, LLC 0.05% Reduce -9.1% 16,933 $883K
Clark Asset Management, LLC 0.07% No change 17,382 $876K
Lumbard & Kellner, LLC 0.27% No change 17,381 $876K
Orcam Financial Group 0.43% New 17,365 $875K
Banco Santander, S.A. 0.01% Add +37.3% 17,058 $860K
Maripau Wealth Management LLC 0.31% Add +25.9% 16,973 $856K
Stone Summit Wealth LLC 0.22% Add +0.8% 16,919 $853K
E6 Portfolios, LLC 0.68% Add +4.4% 16,848 $849K
Bank of Hawaii 0.04% Reduce -38.2% 16,835 $848K
PFG Advisors 0.04% Add +18.6% 16,804 $847K
Kestra Private Wealth Services, LLC 0.01% Add +4.3% 16,720 $843K
Ellevest, Inc. 0.10% Add +60.1% 19,180 $841K
Maia Wealth LLC 0.12% Reduce -6.8% 16,566 $835K
IMA Advisory Services, Inc. 0.05% New 16,530 $833K
Newport Capital Group, LLC 0.46% Reduce -19.2% 16,360 $824K
Calton & Associates, Inc. 0.12% Reduce -51.7% 16,288 $821K
Chicago Partners Investment Group LLC 0.02% Add +26.9% 16,540 $818K
BSW Wealth Partners 0.09% Reduce -3.0% 16,192 $816K
Fisher Asset Management 0.00% Reduce -45.0% 16,166 $815K
Summit Financial Strategies, Inc. 0.06% Reduce -0.0% 16,103 $811K
Client 1ST Advisory Group, LLC 0.22% No change 16,050 $809K
Wealthfront Advisers LLC 0.00% Add +8.3% 16,025 $808K
Acropolis Investment Management, LLC 0.03% Reduce -1.3% 15,923 $802K
Evergreen Capital Management LLC 0.01% Add +1.7% 15,842 $798K
Bernicke Wealth Management, Ltd. 0.09% Reduce -0.7% 15,776 $795K
South Shore Capital Advisors 0.53% Add +2.3% 15,705 $791K
Wealthcare Capital Management LLC 0.07% Add +11.6% 15,640 $788K
Absolute Capital Management, LLC 0.20% Reduce -21.1% 15,604 $786K
Western Reserve Capital Management, LLC 0.58% Add +1.7% 15,558 $784K
RMR Wealth Builders 0.05% Add +1.3% 15,517 $782K
Kraft, Davis & Associates, LLC 0.16% Reduce -12.1% 15,742 $780K
Cantor Fitzgerald Investment Advisors L.P. 0.05% Add +11.8% 15,369 $774K
Pacific Park Financial, Inc. 0.44% Add +10.6% 15,136 $763K
LVM Capital Management Ltd. 0.06% No change 15,100 $761K
Wilmington Savings Fund Society, FSB 0.02% No change 15,079 $760K
CogentBlue Wealth Advisors, LLC 0.43% Add +0.8% 15,062 $759K
Whittier Trust Co. 0.01% No change 14,917 $758K
Empower Advisory Group, LLC 0.00% Add +58.4% 15,015 $757K
Inscription Capital, LLC 0.07% Reduce -0.1% 14,968 $754K
Fifth Third Securities, Inc. 0.04% Add +50.8% 14,908 $751K
Cedar Point Capital Partners, LLC 0.43% Add +4.0% 14,867 $749K
Upper Left Wealth Management, LLC 0.41% Reduce -2.4% 14,837 $748K
PKS Advisory Services, LLC 0.12% New 14,821 $747K
Prospect Financial Group LLC 0.60% No change 14,742 $743K
Lane Brothers & Co. Inc. 0.48% Reduce -1.3% 14,643 $738K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.52% Reduce -3.7% 14,625 $737K
Aletheian Wealth Advisors LLC 0.31% Reduce -2.6% 14,525 $732K
Wedbush Securities Inc. 0.02% Reduce -8.5% 14,509 $731K
Caliber Wealth Management, LLC / KS 0.07% Reduce -17.3% 14,445 $728K
Cape Investment Advisory, Inc. 0.19% Reduce -4.5% 14,436 $727K
Hershey Financial Advisers, LLC 0.52% Add +6.6% 14,405 $726K
Yoder Wealth Management, Inc. 0.28% No change 14,300 $721K
Cardiff Park Advisors, LLC 0.06% Add +6.7% 14,187 $715K
CIBC Bancorp USA Inc. 0.00% No change 14,028 $707K
Glassman Wealth Services 0.08% Add +2.9% 13,887 $700K
Latitude Advisors, LLC 0.28% Reduce -1.7% 13,853 $698K
BCK Partners, Inc. 0.34% Reduce -2.7% 13,794 $695K
Acorn Wealth Advisors, LLC 0.17% Add +11.5% 13,578 $684K
Capital Advisors Inc. 0.01% Reduce -0.2% 13,485 $680K
McAdam, LLC 0.03% Add +24.6% 13,429 $677K
Financial Management Network Inc. 0.10% New 13,689 $676K
Astoria Strategic Wealth, Inc. 0.15% Reduce -0.7% 13,344 $672K
Stock Yards Bank & Trust Co. 0.02% Reduce -11.5% 13,305 $670K
Belleair Asset Management, LLC 0.56% No change 13,291 $670K
Claro Advisors Inc. 0.07% Add +34.1% 13,185 $664K
Cypress Financial Planning LLC 0.16% Reduce -2.2% 13,084 $659K
Fell Capital Management 0.55% Add +12.5% 13,047 $657K
Shepherd Financial Partners LLC 0.05% No change 12,998 $655K
Evanson Financial, LLC 0.03% — 12,997 $655K
Altus Wealth Group LLC 0.24% Add +0.2% 12,976 $654K
Acorn Financial Advisory Services Inc. 0.09% Reduce -9.2% 12,911 $651K
Copper Harbor Investment Advisors, LLC 0.14% — 12,890 $650K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -0.4% 12,861 $648K
Family Legacy, Inc. 0.17% No change 12,811 $646K
Bleakley Financial Group, LLC 0.01% Add +11.0% 12,766 $643K
Cassilly Financial Group LLC 0.47% Add +40.7% 12,762 $643K
SteelPeak Wealth, LLC 0.02% Add +1.4% 12,760 $643K
Lantz Financial LLC 0.12% Reduce -0.0% 12,741 $642K
Golden State Wealth Management, LLC 0.06% Reduce -46.8% 12,696 $640K
Quantum Financial Planning Services, Inc. 0.20% Reduce -0.2% 12,693 $640K
UMB Bank, n.a. 0.01% Add +14.6% 12,682 $639K
Ruggiero Investments, Inc. 0.54% Reduce -58.5% 12,507 $630K
Balboa Wealth Partners 0.09% Reduce -54.5% 12,477 $629K
Rf&l Wealth Management, LLC 0.43% Reduce -2.2% 12,473 $629K
Impact Partnership Wealth, LLC 0.06% Add +36.9% 12,374 $624K
Townsquare Capital LLC 0.11% New 12,329 $621K
Berger Financial Group, Inc 0.03% Reduce -3.6% 12,272 $618K
Mission Wealth Management, LP 0.01% Add +56.9% 12,240 $617K
TIAA Wealth Investment Management LLC 0.00% Add +91.7% 12,270 $615K
HB Wealth Management, LLC 0.00% Add +63.1% 12,148 $612K
Sequent Asset Management, LLC 0.26% No change 12,129 $611K
Burney Co./ 0.02% Add +16.6% 12,033 $606K
Evolution Wealth Management Inc. 0.36% Add +11.6% 11,985 $604K
Kavar Capital Partners Group, LLC 0.07% Add +0.0% 11,981 $604K
Gryphon Financial Partners LLC 0.05% Add +0.0% 11,886 $599K
FSA Advisors, Inc. 0.27% Reduce -16.1% 11,844 $597K
Hurley Capital, LLC 0.31% Add +1.7% 11,795 $594K
WealthPlan Investment Management, LLC 0.03% Add +14.2% 11,734 $591K
Intrua Financial, LLC 0.06% Add +6.8% 11,725 $591K
Plan A Wealth LLC 0.25% Reduce -15.8% 11,647 $587K
Curi Capital, LLC 0.01% Add +1.3% 11,632 $586K
Quest 10 Wealth Builders, Inc. 0.45% Add +6.1% 11,462 $578K
Avantax Planning Partners, Inc. 0.01% No change 11,421 $576K
Vanguard Advisers Inc. 0.00% Add +7.0% 11,418 $575K
Redwood Investment Management, LLC 0.06% Add +8.1% 11,407 $575K
Coppell Advisory Solutions LLC 0.05% New 20,719 $575K
Visionary Horizons, LLC 0.24% Add +31.7% 11,339 $571K
Intrepid Financial Planning Group LLC 0.19% Reduce -1.8% 11,274 $568K
Retirement Planning Group, LLC 0.01% Add +0.2% 11,274 $568K
Midwest Trust Co 0.01% No change 11,244 $567K
Howard Capital Management Group, LLC 0.03% No change 11,200 $564K
Ameritas Advisory Services, LLC 0.01% Reduce -43.1% 11,177 $563K
Integrated Investment Consultants, LLC 0.11% No change 11,153 $562K
Lincoln Capital Corp. 0.18% No change 11,143 $561K
Guardian Asset Advisors, LLC 0.26% New 11,138 $561K
Stewardship Concepts Financial Services LLC 0.38% Add +11.0% 11,138 $561K
KPP Advisory Services LLC 0.07% Add +3.3% 11,082 $558K
Clark Capital Management Group, Inc. 0.00% Reduce -0.5% 11,076 $558K
Delta Financial Advisors LLC 0.13% No change 11,020 $555K
4WEALTH Advisors, Inc. 0.42% Add +2.6% 11,051 $554K
Smith, Moore & Co. 0.04% Add +0.6% 10,955 $552K
Catalyst Financial Partners LLC 0.05% Reduce -17.7% 10,912 $550K
Transcend Capital Advisors, LLC 0.04% Reduce -10.8% 10,796 $544K
Advance Capital Management, Inc. 0.02% Add +6.4% 10,711 $540K
Stillwater Private Wealth, LLC 0.35% New 10,315 $535K
Portland Financial Advisors Inc 0.97% Add +4.8% 10,574 $533K
Onyx Bridge Wealth Group LLC 0.05% Reduce -5.7% 10,419 $525K
Asset Dedication, LLC 0.03% Add +0.8% 10,369 $522K
Bravias Capital Group, LLC 0.31% Add +0.7% 10,271 $518K
Prasad Wealth Partners, LLC 0.12% Add +1.4% 10,168 $512K
Diversified Enterprises, LLC 0.02% Reduce -0.0% 10,166 $512K
XTX Topco Ltd 0.01% New 10,166 $512K
LVZ, Inc. 0.05% No change 10,112 $510K
May Hill Capital, LLC 0.11% New 10,096 $509K
Sensible Money, LLC 0.13% Add +1.4% 10,011 $504K
CENTRAL TRUST Co 0.01% Add +11.5% 9,912 $499K
Orographic Financial Advisors, LLC 0.33% Reduce -1.0% 9,562 $496K
M1 Capital Management LLC 0.18% Add +16.2% 9,790 $493K
Main Street Financial Solutions, LLC 0.03% Add +1.1% 9,772 $492K
OakTrust Wealth Advisors, LLC 0.42% Add +1.2% 9,751 $491K
Keel Point, LLC 0.03% Reduce -0.3% 9,655 $487K
Twin Focus Capital Partners, LLC 0.05% No change 9,630 $485K
Signaturefd, LLC 0.01% Add +0.1% 9,630 $485K
Vermillion & White Wealth Management Group, LLC 0.24% Add +3.2% 9,614 $484K
GWN Securities Inc. 0.08% Add +15.0% 9,600 $484K
Richard W. Paul & Associates, LLC 0.15% Reduce -25.6% 9,564 $482K
Tme Financial, Inc. 0.30% Add +0.7% 9,535 $480K
Brian Low Financial Group, LLC 0.28% Add +4.5% 9,510 $479K
Alta Wealth Advisors LLC 0.13% Add +1.1% 9,450 $476K
GW&K Investment Management, LLC 0.00% No change 9,414 $474K
MBL Wealth, LLC 0.03% No change 9,375 $472K
Spinnaker Investment Group, LLC 0.08% New 9,362 $472K
United Advisor Group, LLC 0.05% Reduce -8.3% 9,356 $471K
Clarity Capital Advisors, LLC 0.20% Add +1.4% 9,309 $469K
CCG Wealth Management, LLC 0.11% Add +2.6% 9,225 $465K
Johnson Investment Counsel Inc. 0.00% Add +1.1% 9,186 $463K
Cutler Investment Counsel LLC 0.04% No change 9,178 $462K
Wealthgarden F.S. LLC 0.26% Add +0.2% 9,162 $462K
Elmwood Wealth Management, Inc. 0.12% No change 9,160 $462K
Summit Wealth Group LLC / Co. 0.04% Add +2.2% 9,081 $458K
MJT & Associates Financial Advisory Group, Inc. 0.30% No change 9,031 $455K
Freedom Investment Management, Inc. 0.13% Add +0.1% 8,965 $452K
REAP Financial Group, LLC 0.08% Reduce -3.8% 8,962 $452K
Bright Futures Wealth Management, LLC. 0.29% Add +30.3% 8,939 $450K
MSH Capital Advisors LLC 0.08% Reduce -4.4% 8,933 $450K
Byrne Financial Freedom, LLC 0.17% Reduce -88.0% 8,891 $448K
Urban Financial Advisory Corp 0.12% Reduce -5.3% 8,758 $441K
Insight Advisors, LLC/ PA 0.08% Reduce -35.7% 8,740 $440K
Veery Capital, LLC 0.12% No change 8,709 $439K
Azimuth Capital Investment Management LLC 0.01% No change 8,701 $438K
Perigon Wealth Management, LLC 0.01% Add +4.5% 8,694 $438K
Moisand Fitzgerald Tamayo, LLC 0.04% Reduce -2.7% 8,682 $437K
PCM Encore, LLC 0.08% New 8,651 $436K
Valeo Financial Advisors, LLC 0.01% Add +2.7% 17,994 $433K
Richard P Slaughter Associates Inc 0.09% Reduce -3.5% 8,557 $431K
Aspiriant, LLC 0.01% Add +11.7% 8,493 $428K
First Horizon Corp. 0.02% Add +1.3% 8,488 $428K
OMNI 360 Wealth, Inc. 0.20% Add +0.5% 8,484 $427K
SBI Securities Co., Ltd. 0.01% Reduce -2.5% 8,476 $427K
EverSource Wealth Advisors, LLC 0.01% Add +117.9% 8,430 $425K
Donaldson Capital Management, LLC 0.01% No change 8,358 $421K
TopTier Wealth Management, LLC 0.25% Add +46.5% 8,297 $418K
Investments & Financial Planning, LLC 0.20% Reduce -3.1% 8,231 $415K
Clear Harbor Asset Management, LLC 0.03% Reduce -5.2% 8,224 $414K
Caprock Group, LLC 0.01% Add +28.4% 8,178 $412K
Oarsman Capital, Inc. 0.04% Add +47.0% 8,131 $410K
Three Seasons Wealth, LLC 0.04% Add +5.3% 8,101 $408K
Vantage Point Financial LLC 0.12% Add +13.0% 8,092 $408K
XY Planning Network, Inc. 0.05% New 7,999 $403K
A4 Wealth Advisors LLC 0.27% Reduce -48.3% 7,996 $403K
Morton Brown Family Wealth, LLC 0.09% Add +6.5% 7,956 $401K
Madden Advisory Services, Inc. 0.14% No change 7,947 $400K
Traction Financial Partners, LLC 0.21% Add +13.5% 7,935 $400K
Naples Global Advisors, LLC 0.02% Reduce -0.3% 7,930 $400K
Pinnacle Family Advisors, LLC 0.17% Reduce -14.1% 7,919 $399K
Annex Advisory Services, LLC 0.01% Reduce -0.8% 7,908 $398K
Focus Financial Network, Inc. 0.01% Add +5.2% 7,801 $393K
Gross & Hartman Investments LLC 0.17% Reduce -39.8% 7,797 $393K
OLIO Financial Planning 0.10% No change 7,781 $392K
HM Payson & Co. 0.01% No change 7,764 $391K
Journey Retirement Planning & Investment Management LLC 0.30% Reduce -2.4% 7,689 $387K
Accel Wealth Management 0.09% Reduce -1.2% 7,681 $387K
Cassaday & Co Wealth Management LLC 0.01% No change 7,667 $386K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +4.5% 7,642 $385K
Old Second National Bank of Aurora 0.07% Reduce -36.3% 7,627 $384K
WNY Asset Management, LLC 0.03% Add +0.0% 7,619 $384K
Meridian Financial Advisors, LLC 0.18% Add +0.5% 7,614 $384K
Kelly Financial Services LLC 0.08% Reduce -27.9% 7,604 $383K
Mayflower Financial Advisors, LLC 0.03% Add +3.8% 7,588 $382K
Brown, Lisle/Cummings, Inc. 0.09% Add +317.9% 7,556 $381K
Oakwell Private Wealth Management, LLC 0.06% No change 7,550 $380K
Forza Wealth Management, LLC 0.12% No change 7,545 $380K
Foundation Wealth Management, LLC\PA 0.11% No change 7,459 $376K
Keebeck Wealth Management 0.04% No change 7,421 $374K
Oppenheimer & Co. Inc. 0.00% Add +34.4% 7,395 $373K
Argent Trust Co 0.01% Reduce -0.8% 7,348 $370K
Prosperity Financial Group, Inc. 0.11% Add +40.2% 7,305 $368K
MA Private Wealth 0.05% No change 7,240 $365K
Baker Avenue Asset Management, LP 0.01% No change 7,159 $361K
REDW Wealth LLC 0.13% No change 7,158 $361K
Wesbanco Bank Inc. 0.01% New 7,128 $359K
HBE Wealth Management, LLC 0.26% No change 7,096 $358K
Accurate Wealth Management, LLC 0.03% Add +6.3% 7,125 $358K
Financial Plan, Inc. 0.03% Reduce -5.2% 7,047 $355K
D.A. Davidson & Co. 0.00% Add +6.3% 7,011 $353K
Gibson Capital, LLC 0.06% No change 7,002 $353K
Armbruster Capital Management, Inc. 0.05% Add +1.6% 7,002 $353K
Quadrant Capital Group LLC 0.01% No change 6,956 $351K
Innova Wealth Partners 0.15% Add +1.6% 6,953 $350K
Checchi Capital Advisers, LLC 0.02% Add +1.1% 6,949 $350K
Colonial Trust Co / SC 0.04% Reduce -65.6% 6,945 $350K
Warren Street Wealth Advisors, LLC 0.08% Add +0.3% 6,943 $350K
Revere Asset Management, Inc 0.13% No change 6,941 $350K
Balentine LLC 0.01% Reduce -63.3% 6,906 $348K
J2 Capital Management Inc 0.23% Reduce -11.2% 6,895 $347K
Smith Salley Wealth Management 0.02% No change 6,880 $347K
Nottingham Advisors, Inc. 0.04% Add +16.5% 7,055 $346K
MW Advisory, LLC 0.14% — 6,846 $345K
NorthCrest Asset Manangement, LLC 0.01% New 6,882 $345K
Yoffe Investment Management, LLC 0.39% No change 6,841 $345K
IFG Advisory, LLC 0.01% New 6,828 $344K
DMC Group, LLC 0.24% New 6,826 $344K
Strategic Investment Advisors / MI 0.02% Reduce -43.9% 6,775 $341K
Anson Capital, Inc. 0.22% Add +0.2% 6,733 $339K
Austin Wealth Management, LLC 0.07% Add +1.8% 6,864 $339K
Lodestone Wealth Management LLC 0.12% No change 6,714 $338K
HMV Wealth Advisors, LLC 0.13% No change 6,705 $338K
Linscomb Wealth, Inc. 0.01% Reduce -8.5% 6,662 $336K
Castle Rock Wealth Management, LLC 0.07% Add +6.7% 6,724 $335K
MB Generational Wealth, LLC 0.16% No change 6,603 $333K
Legacy Bridge, LLC 0.10% No change 6,585 $332K
Peterson Wealth Management 0.15% Add +1.4% 6,582 $332K
Plan Group Financial, LLC 0.07% Reduce -40.2% 6,554 $330K
Russell Investments Group, Ltd. 0.00% Add +90.1% 6,548 $330K
Capital Advantage, Inc. 0.04% New 6,526 $329K
AssuredPartners Investment Advisors, LLC 0.03% Reduce -10.6% 6,468 $326K
First Business Financial Services, Inc. 0.03% No change 6,444 $325K
GHP Investment Advisors, Inc. 0.01% Add +3.3% 6,426 $324K
Transce3nd, LLC 2.83% Reduce -11.2% 6,373 $320K
K2 Financial Inc. 0.23% Reduce -0.5% 6,287 $320K
QRG Capital Management, Inc. 0.00% Add +24.2% 6,331 $319K
Midwest Financial Partners Investments, Inc. 0.13% No change 6,270 $316K
Retirement Investment Advisors, Inc. 0.02% Add +0.8% 6,385 $316K
Two Sigma Securities, LLC 0.03% Reduce -67.9% 6,267 $316K
Diversified Management Inc. 0.07% Add +1.4% 6,258 $315K
Ethic Inc. 0.00% New 6,198 $312K
Independence Bank of Kentucky 0.03% No change 6,096 $307K
Moran Wealth Management, LLC 0.01% New 6,092 $307K
Wolff Financial Management LLC 0.06% Add +0.5% 6,071 $306K
American Trust 0.02% Add +0.2% 6,066 $306K
Tevis Investment Management 0.17% Add +2.4% 6,035 $304K
Empirical Asset Management, LLC 0.07% Reduce -10.4% 6,025 $304K
Aviance Capital Partners, LLC 0.03% No change 6,011 $303K
Manchester Capital Management LLC 0.04% Add +1.2% 6,010 $303K
Meramec Financial Planners, LLC 0.11% Add +1.4% 6,100 $302K
New Perspectives, Inc 0.09% No change 5,990 $302K
Buck Wealth Strategies, LLC 0.03% Reduce -18.2% 5,971 $301K
City Holding Co. 0.03% New 5,970 $301K
Tandem Investment Partners LLC 0.23% Add +8.3% 5,889 $297K
Mission Financial Group, LLC 0.25% — 5,873 $296K
Wealth Architects, LLC 0.02% Reduce -4.2% 5,836 $294K
Tranquility Partners, LLC 0.10% No change 5,761 $290K
Firethorn Wealth Partners, LLC 0.09% Add +1.2% 5,749 $290K
Cambridge Advisors Inc. 0.05% No change 5,747 $290K
Keystone Financial Services 0.07% No change 5,718 $288K
Colonial River Investments, LLC 0.08% Reduce -11.1% 5,710 $288K
Root Financial Partners, LLC 0.01% Reduce -2.6% 5,704 $287K
Copley Financial Group, Inc. 0.17% Reduce -19.6% 5,676 $286K
Telos Capital Management, Inc. 0.02% Reduce -1.2% 5,589 $282K
Synergy Investment Management, LLC 0.07% Reduce -1.1% 5,541 $279K
Shoker Investment Counsel, Inc. 0.07% Add +12.8% 5,524 $278K
Spectrum Asset Management, Inc. (NB/CA) 0.08% No change 5,522 $278K
Integrity Alliance, Llc. 0.01% Add +2.2% 5,512 $278K
Beverly Hills Private Wealth, LLC 0.05% No change 5,497 $277K
PGIM Custom Harvest LLC 0.00% New 5,477 $276K
Commerce Bank 0.00% New 5,469 $276K
Angeles Wealth Management, LLC 0.01% Add +17.9% 5,460 $275K
Clarity Retirement & Wealth, LLC 0.19% New 5,447 $274K
Premier Private Wealth Management LLC 0.24% Reduce -5.2% 5,395 $272K
Ballast Financial Advisors LLC 0.25% No change 5,384 $271K
Aspen Wealth Management LLC 0.05% Reduce -4.4% 5,332 $269K
Inspirion Wealth Advisors, LLC 0.03% No change 5,367 $267K
Pine Valley Investments Ltd Liability Co 0.01% No change 5,285 $266K
Madison Wealth Partners, Inc 0.03% New 5,282 $266K
JMG Financial Group, Ltd. 0.01% No change 5,271 $266K
Parkway Wealth Management Group, LLC 0.03% Reduce -11.1% 5,262 $265K
KLCM Advisors, Inc. 0.02% No change 5,261 $265K
Flynn Zito Capital Management, LLC 0.07% Reduce -1.7% 5,236 $264K
Financial Solutions Advisory Group, Inc. 0.03% No change 5,230 $262K
Maseco LLP 0.01% Add +10.0% 5,197 $262K
Prospera Financial Services Inc 0.00% New 5,184 $261K
Financial Advisors Network, Inc. 0.03% Reduce -11.9% 5,160 $260K
Richardson Capital Management LLC 0.11% No change 5,077 $256K
Uptick Partners, LLC 0.04% Reduce -51.0% 5,067 $255K
Sovran Advisors, LLC 0.02% No change 5,144 $254K
Francis Financial, Inc. 0.04% No change 5,025 $253K
Align Financial, LLC 0.13% No change 5,020 $253K
Avidian Wealth Enterprises, LLC 0.01% Add +1.3% 5,009 $252K
Core Wealth Management, Inc. 0.07% No change 5,001 $252K
BXM Wealth LLC 0.14% New 4,952 $250K
Financial Futures Ltd Liability Co. 0.09% No change 4,947 $249K
Iams Wealth Management, LLC 0.07% Reduce -83.1% 4,941 $249K
Falcon Wealth Planning 0.02% Add +3.0% 4,941 $249K
High Net Worth Advisory Group LLC 0.05% Add +0.9% 4,907 $247K
Alvarez & Marsal Private Wealth Partners, LLC 0.03% New 4,904 $247K
Raffa Wealth Management, LLC 0.03% Reduce -2.8% 4,898 $247K
Texas Yale Capital Corp. 0.01% Reduce -66.3% 4,888 $246K
Schorn Wealth LLC 0.06% Add +0.3% 4,887 $246K
Strive Financial Group ,LLC 0.11% Reduce -3.7% 4,880 $246K
MLG Wealth Management DBA Pine Grove Financial Group 0.02% No change 4,807 $242K
Mather Group, Llc. 0.00% Reduce -19.0% 4,793 $242K
Manuka Financial, LLC 0.13% No change 4,785 $241K
Soltis Investment Advisors LLC 0.01% Reduce -20.0% 4,783 $241K
Callan Family Office, LLC 0.00% New 4,769 $240K
Advisors Capital Management, LLC 0.00% Reduce -47.6% 4,745 $239K
Castleview Partners, LLC 0.10% Reduce -28.9% 4,735 $239K
Adamsbrown Wealth Consultants LLC 0.04% New 4,717 $238K
Wilson & Boucher Capital Management, LLC 0.14% No change 4,700 $237K
Rialto Wealth Management, LLC 0.05% Reduce -1.7% 4,669 $235K
Demars Financial Group, LLC 0.06% Add +0.5% 4,624 $233K
Formidable Asset Management, LLC 0.04% Reduce -0.2% 5,060 $231K
Advisor Resource Council 0.08% New 4,533 $230K
Roof Eidam Maycock Peralta, LLC 0.05% No change 4,565 $230K
Cogent Private Wealth, Inc. 0.14% No change 4,555 $230K
Ballast, Inc. 0.04% Reduce -8.3% 4,550 $229K
Bouchey Financial Group, Ltd. 0.01% No change 4,540 $229K
Summit Investment Advisory Services, LLC 0.06% Reduce -14.9% 4,533 $228K
Shaker Investments LLC 0.08% Reduce -19.0% 4,524 $228K
Romano Brothers and Company 0.02% Reduce -1.0% 4,519 $228K
Global View Capital Management LLC 0.05% Reduce -3.5% 4,502 $227K
Red Door Wealth Management, LLC 0.02% Add +0.4% 4,496 $227K
Rench Wealth Management, Inc. 0.06% Add +1.4% 4,481 $226K
Elevatus Welath Management 0.05% No change 4,456 $225K
ETF Store, Inc. 0.19% New 4,447 $224K
CX Institutional 0.01% Add +1.4% 4,430 $223K
Old National Bancorp 0.00% New 4,414 $222K
Trust Co 0.02% Add +22.6% 4,411 $222K
Leavell Investment Management, Inc. 0.01% No change 4,409 $222K
CacheTech Inc. 0.04% No change 4,382 $221K
Fifth Third Wealth Advisors LLC 0.01% Reduce -72.9% 4,360 $220K
Intelligence Driven Advisers, LLC 0.04% New 4,342 $219K
JMN Financial LLC 0.17% Reduce -1.2% 4,331 $218K
Core Wealth Advisors, Inc. 0.04% New 4,330 $218K
Napier Financial, LLC 0.05% Add +0.5% 4,308 $217K
Ironwood Financial, llc 0.03% Reduce -2.8% 4,387 $217K
NorthRock Partners, LLC 0.00% New 4,291 $216K
Hengehold Capital Management LLC 0.02% New 4,265 $215K
Beacon Financial Advisory LLC 0.04% New 4,263 $215K
Bull Harbor Capital LLC 0.04% New 4,258 $215K
Heritage Family Offices, LLP 0.08% New 4,236 $213K
Pacific Excel Wealth Advisors, Inc. 0.08% Reduce -32.0% 4,236 $213K
Capital CS Group, LLC 0.31% New 4,208 $212K
Tenzing Financial LLC 0.14% New 4,152 $211K
CPC Advisors, LLC 0.03% New 4,168 $210K
Trek Financial, LLC 0.01% New 4,165 $210K
Emergent Wealth Advisors, LLC 0.11% New 4,143 $209K
Badgley Phelps Wealth Managers, LLC 0.00% New 4,108 $207K
Jim Saulnier & Associates, LLC 0.08% Reduce -87.7% 4,107 $207K
CarsonAllaria Wealth Management, Ltd. 0.09% New 4,101 $207K
Ledyard National Bank 0.02% New 4,092 $206K
Copia Wealth Management 0.12% No change 4,071 $205K
Chris Bulman Inc 0.07% New 4,065 $205K
Retirement Income Solutions, Inc. 0.04% No change 4,460 $204K
Per Stirling Capital Management, LLC. 0.02% Reduce -25.1% 4,038 $203K
Rainier Family Wealth Inc. 0.12% Reduce -19.6% 4,021 $203K
Algorithmic Investment Models, LLC 0.23% New 4,000 $202K
Catalyst Private Wealth, LLC 0.10% New 4,000 $202K
Syon Capital LLC 0.01% New 3,997 $201K
Legacy Wealth Managment, LLC 0.08% Add +1.4% 3,997 $201K
Integrated Advisors Network LLC 0.01% New 3,994 $201K
Lavaca Capital LLC 0.02% New 3,628 $183K
Orion Capital Management LLC 0.06% Reduce -5.8% 3,627 $183K
Trust Co. of Toledo NA 0.01% Add +103.1% 3,250 $164K
Arcadia Investment Advisors LLC 0.07% No change 3,215 $162K
Hoese & Co LLP 0.11% No change 3,211 $162K
MPWM Advisory Solutions, LLC 0.07% No change 3,192 $161K
Silver Oak Securities, Incorporated 0.01% Add +19.8% 3,112 $157K
Key Capital Management, INC 0.08% Add +19.5% 3,095 $156K
Winch Advisory Services, LLC 0.03% Add +1.1% 3,075 $155K
Ancora Advisors LLC 0.00% No change 3,070 $155K
Westside Investment Management, Inc. 0.02% No change 3,045 $153K
Planning Strategies Inc. 0.09% — 2,948 $149K
Graney & King, LLC 0.05% Add +0.6% 2,854 $144K
Morling Financial Advisors, LLC 0.04% Reduce -0.1% 2,801 $141K
Coston, McIsaac & Partners 0.03% No change 2,813 $141K
Addison Advisors LLC 0.07% No change 2,780 $140K
Gould Capital, LLC 0.08% Add +2.1% 2,765 $139K
Front Row Advisors LLC 0.04% No change 2,657 $137K
Spire Wealth Management 0.00% Reduce -7.8% 2,695 $136K
Fiduciary Financial Advisors 0.01% New 2,678 $135K
Abound Wealth Management 0.03% Add +0.1% 2,673 $135K
Operose Advisors LLC 0.02% Reduce -10.2% 2,531 $128K
Sachetta, LLC 0.06% Add +1.4% 2,489 $125K
Allspring Global Investments Holdings, LLC 0.00% Add +12.4% 2,498 $125K
Evermay Wealth Management LLC 0.01% No change 2,463 $124K
Clearstead Trust, LLC 0.02% Reduce -14.8% 2,421 $122K
Zions Bancorporation, National Association 0.01% No change 2,416 $122K
Brooklyn FI, LLC 0.02% New 2,430 $121K
Webster Bank, N. A. 0.01% No change 2,368 $119K
Strengthening Families & Communities, LLC 0.03% Add +1.2% 2,364 $119K
Centaurus Financial, Inc. 0.00% New 2,287 $115K
Transamerica Financial Advisors, LLC 0.01% New 2,274 $115K
MeadowBrook Investment Advisors LLC 0.09% No change 2,270 $114K
Capital Advisors, Ltd. LLC 0.01% Reduce -4.4% 2,209 $111K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,184 $110K
Harbor Asset Planning, Inc. 0.08% Add +1.4% 2,141 $108K
Financial Gravity Companies, Inc. 0.02% — 2,140 $108K
VSM Wealth Advisory, LLC 0.03% Add +1.3% 2,101 $106K
Accent Capital Management, LLC 0.04% No change 2,000 $101K
WealthCollab, LLC 0.04% No change 1,993 $100K
Crewe Advisors LLC 0.01% Add +812.6% 1,953 $98K
American Capital Advisory, LLC 0.04% No change 1,900 $96K
International Assets Investment Management, LLC 0.01% Add +200.2% 1,816 $90K
Bogart Wealth, LLC 0.00% Reduce -1.6% 1,788 $90K
First Command Advisory Services, Inc. 0.00% No change 1,766 $89K
Rothschild Investment LLC 0.00% No change 1,751 $88K
Covestor Ltd 0.05% Reduce -28.5% 1,755 $88K
Ameriflex Group, Inc. 0.03% Add +15.5% 1,685 $85K
HHM Wealth Advisors, LLC 0.01% No change 1,540 $78K
Keating Financial Advisory Services, Inc. 0.01% No change 1,497 $75K
Sankala Group LLC 0.05% New 1,423 $73K
Archer Investment Corp 0.01% Add +23.6% 1,435 $72K
10Elms LLP 0.03% Add +98.3% 1,416 $71K
Valley Wealth Managers, Inc. 0.00% No change 1,360 $69K
Rogco, LP 0.02% No change 1,246 $63K
Tidemark, LLC 0.01% No change 1,211 $61K
Bare Financial Services, Inc 0.01% No change 1,210 $61K
Cherry Tree Wealth Management, LLC 0.01% No change 1,145 $58K
McGuire Capital Advisors Inc. 0.03% Add +253.0% 1,133 $57K
JPL Wealth Management, LLC 0.01% New 1,075 $54K
Wealth Enhancement Trust Services, Inc. 0.01% Reduce -1.6% 1,047 $53K
Hazlett, Burt & Watson, Inc. 0.01% No change 1,040 $52K
Colonial Trust Advisors 0.00% New 1,015 $51K
Bruce G. Allen Investments, LLC 0.03% Add +1.4% 996 $50K
Investment Research & Advisory Group, Inc. 0.02% Add +1.5% 968 $49K
Stone House Investment Management, LLC 0.01% Reduce -12.4% 963 $49K
Godsey & Gibb, Inc. 0.00% No change 955 $48K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -79.3% 955 $48K
Blueline Advisors LLC 0.03% Add +118.0% 922 $46K
WPG Advisers, LLC 0.03% Reduce -14.7% 886 $45K
Essential Partners LLC 0.02% No change 874 $44K
Kingdom Financial Group LLC. 0.01% Reduce -60.9% 873 $44K
Lloyd Advisory Services, LLC. 0.02% Reduce -61.3% 864 $44K
MilWealth Group LLC 0.01% No change 851 $43K
Longview Financial Advisors LLC 0.02% No change 850 $43K
Pension & Wealth Management Advisors, Inc. 0.01% No change 839 $42K
Community Bank, N.A. 0.00% No change 831 $42K
Marshall & Sterling Wealth Advisors Inc. 0.02% Reduce -46.4% 803 $40K
Johnson Financial Group, Inc. 0.00% No change 800 $40K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 789 $40K
Frazier Financial Advisors, LLC 0.02% Add +1.2% 788 $40K
Hamrick Investment Counsel, llc 0.03% No change 785 $40K
Knuff & Co LLC 0.01% No change 767 $39K
RMG Wealth Management LLC 0.00% New 712 $37K
Highline Wealth Partners LLC 0.01% New 730 $37K
Beaird Harris Wealth Management, LLC 0.00% No change 697 $35K
IMG Wealth Management, Inc. 0.02% No change 689 $35K
Oakmont Advisory Group, LLC 0.03% New 676 $34K
Hantz Financial Services, Inc. 0.00% Add +12.5% 684 $34K
GGM Financial LLC 0.01% Add +1.4% 630 $32K
Oxford Financial Group, LTD. LLC 0.00% No change 606 $31K
Cornerstone Planning Group LLC 0.00% Add +7.5% 562 $28K
Toth Financial Advisory Corp. 0.00% No change 544 $27K
TD Waterhouse Canada Inc. 0.00% New 550 $27K
Hanson & Doremus Investment Management 0.00% No change 510 $26K
StrongBox Wealth, LLC 0.01% New 512 $26K
Ares Financial Consulting, LLC 0.02% Add +0.4% 511 $26K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -1.7% 474 $24K
Miller Capital Partners, Inc. 0.01% No change 470 $24K
National Bank of Canada 0.00% No change 450 $23K
Tounjian Advisory Partners, LLC 0.01% New 441 $22K
Caldwell Sutter Capital, Inc. 0.01% Reduce -5.9% 428 $22K
Valued Wealth Advisors LLC 0.01% Add +1.4% 427 $22K
RHL Group, LLC 0.02% Add +1.4% 423 $21K
Anchor Investment Management, LLC 0.00% Reduce -97.0% 417 $21K
Davis Capital Management 0.01% No change 404 $20K
Tower View Wealth Management LLC 0.01% Add +1.3% 401 $20K
Tsfg, LLC 0.00% No change 370 $19K
1015 Capital Partners, LLC 0.02% New 362 $18K
Financial Consulate, Inc. 0.00% No change 354 $18K
Arlington Trust Co LLC 0.00% No change 354 $18K
FWL Investment Management, LLC 0.00% Add +131.8% 350 $18K
Topsail Wealth Management, LLC 0.00% No change 349 $18K
Chilton Capital Management LLC 0.00% New 340 $17K
TFC Financial Management, Inc. 0.00% No change 339 $17K
First Bancorp, Inc 0.01% New 325 $16K
Penserra Capital Management LLC 0.00% New 306 $15K
Bfsg, LLC 0.00% New 291 $15K
Compass Financial Management LLC 0.00% — 281 $14K
Pflug Koory, LLC 0.01% Add +1.5% 268 $14K
MassMutual Private Wealth & Trust, FSB 0.00% No change 259 $13K
Pittenger & Anderson Inc. 0.00% Reduce -33.4% 225 $11K
Robinswood Financial LLC 0.00% Add +1.4% 223 $11K
TOWER TRUST & INVESTMENT Co 0.01% No change 216 $11K
Beacon Investment Advisory Services, Inc. 0.00% No change 216 $11K
Nemes Rush Group LLC 0.00% New 215 $11K
Salem Investment Counselors Inc. 0.00% No change 207 $10K
Three Bearings Fiduciary Advisors, Inc. 0.01% No change 202 $10K
Oakworth Capital, Inc. 0.00% No change 192 $10K
Main Street Group, LTD 0.00% Add +1.9% 164 $8K
Steigerwald, Gordon & Koch Inc. 0.00% Add +1.3% 162 $8K
Vermillion Wealth Management, Inc. 0.00% Add +5.3% 159 $8K
Simplex Trading, LLC 0.00% Reduce -88.8% 120 $6K
Maryland Capital Advisors Inc. 0.00% — 117 $6K
Networth Advisors, LLC 0.00% Reduce -3.5% 112 $6K
Darwin Wealth Management, LLC 0.00% No change 111 $6K
Essential Investment Partners LLC 0.00% No change 108 $5K
Godfrey Financial Associates, Inc. 0.00% No change 106 $5K
Fiduciary Advisors, Inc. 0.00% Add +1.0% 103 $5K
DHJJ Financial Advisors, Ltd. 0.00% Add +2.1% 97 $5K
Spurstone Advisory Services, LLC 0.06% New 86 $4K
Redwood Park Advisors LLC 0.00% Add +1.3% 80 $4K
Bullock Wealth Management Group 0.00% No change 68 $3K
MTM Investment Management, LLC 0.00% No change 62 $3K
Tradewinds Capital Management, LLC 0.00% No change 44 $2K
Cullen/Frost Bankers, Inc. 0.00% Reduce -99.3% 41 $2K
Murphy & Mullick Capital Management Corp 0.00% No change 37 $2K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 34 $2K
City State Bank 0.00% New 24 $1K
Decker Retirement Planning Inc. 0.00% No change 22 $1K
Hoey Investments, Inc. 0.00% No change 21 $1K
Private Wealth Asset Management, LLC 0.00% No change 20 $1K
Silver Grove Financial Group, Inc. 0.00% Add +11.1% 10 $507
SHP Wealth Management 0.00% Reduce -95.3% 5 $252
LM Advisors LLC 0.00% New 4,213 $212
Sittner & Nelson, LLC 0.00% No change 2 $101
DecisionPoint Financial, LLC 0.00% No change 2 $100
Tower Research Capital LLC (TRC) 0.00% Reduce -96.2% 1 $50

"% 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.