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SS Spdr P INT Term TSY ETF (SPTI)

CUSIP: 78464A672 | NYSE | 1035 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Mather Group, Llc.13,321,069
3.1% of portfolio›$363.4M
One Day In July LLC5,907,507
11.1% of portfolio›$161.2M
Globalt Investments LLC / GA5,725,307
5.4% of portfolio›$156.2M
Evermay Wealth Management LLC4,697,826
12.9% of portfolio›$128.2M
Assetmark, Inc4,036,176
0.2% of portfolio›$110.1M
Stephens Group Asset Management, LLC2,928,146
4.6% of portfolio›$79.9M
CX Institutional2,308,448
1.7% of portfolio›$63.0K
Strategic Wealth Investment Group, LLC2,212,701
7.5% of portfolio›$60.4M
Kestra Investment Management, LLC2,188,427
1.1% of portfolio›$59.7M
Voisard Asset Management Group, Inc.2,023,207
10.3% of portfolio›$55.2M
Carnegie Investment Counsel1,872,507
1.0% of portfolio›$51.1M
Black Diamond Financial, LLC1,665,185
3.9% of portfolio›$45.4M
Gradient Investments LLC1,530,221
0.6% of portfolio›$41.7M
Concord Wealth Partners1,239,305
3.9% of portfolio›$33.8M
Commonwealth Equity Services, LLC1,231,230
0.0% of portfolio›$33.6M
Concord Asset Management, LLC1,216,478
5.1% of portfolio›$33.2M
Capital Investment Advisors, LLC1,114,841
0.4% of portfolio›$30.4M
Leicht Financial Planning & Wealth Management, Inc.1,061,866
12.0% of portfolio›$29.0M
KWB Wealth975,764
2.3% of portfolio›$26.6M
Flagstone Financial Management960,342
5.8% of portfolio›$26.2M
Sentinel Pension Advisors, LLC901,483
3.1% of portfolio›$24.6M
True Blue Financial, LLC828,681
8.4% of portfolio›$22.6M
S. R. Schill & Associates825,418
14.1% of portfolio›$22.5M
3Edge Asset Management, LP813,725
0.9% of portfolio›$22.2M
Vise Technologies, Inc.808,684
0.2% of portfolio›$22.1M
Woodmont Investment Counsel LLC750,618
1.1% of portfolio›$20.5M
Confluence Investment Management LLC692,007
0.3% of portfolio›$18.9M
Park Avenue Securities LLC683,919
0.0% of portfolio›$18.7K
Davenport & Co LLC635,400
0.1% of portfolio›$17.3M
Willow Creek Wealth Management Inc.602,083
1.1% of portfolio›$16.4M
Truist Financial Corp576,960
0.0% of portfolio›$15.7M
15 Wealth Advisors LLC574,652
3.9% of portfolio›$15.7M
Salomon & Ludwin, LLC546,981
1.2% of portfolio›$14.9M
Flagship Harbor Advisors, LLC521,906
0.5% of portfolio›$14.2M
Melone Private Wealth, LLC516,202
5.5% of portfolio›$14.1M
Leslie Global Wealth, LLC500,238
5.0% of portfolio›$13.6M
Equita Financial Network, Inc.500,143
3.9% of portfolio›$13.6M
Kestra Advisory Services, LLC469,312
0.0% of portfolio›$12.8M
Wealth Enhancement Advisory Services, LLC450,183
0.0% of portfolio›$12.3M
Hobart Private Capital, LLC443,023
2.0% of portfolio›$12.1M
Mirae Asset Global Investments Co., Ltd.428,000
0.0% of portfolio›$11.7M
Arjuna Capital416,309
2.5% of portfolio›$11.4M
Higgins & Schmidt Wealth Strategies LLC356,430
4.0% of portfolio›$9.7M
Appalachian Capital Management Ltd350,100
6.9% of portfolio›$9.6M
Bailard, Inc.330,680
0.2% of portfolio›$9.0M
XY Planning Network, Inc.292,197
0.9% of portfolio›$8.0M
Cornerstone Wealth Management, LLC287,557
0.3% of portfolio›$7.8M
Spectrum Wealth Advisory Group, LLC283,331
2.2% of portfolio›$7.7M
Matauro, LLC254,532
0.9% of portfolio›$6.9M
Certified Advisory Corp253,728
0.6% of portfolio›$6.9M
Legacy CG, LLC250,829
1.7% of portfolio›$6.8M
Onyx Bridge Wealth Group LLC242,778
0.6% of portfolio›$6.6M
Creative Planning234,067
0.0% of portfolio›$6.4M
Key FInancial Inc229,901
1.0% of portfolio›$6.3M
Cambridge Investment Research Advisors, Inc.225,240
0.0% of portfolio›$6.1K
Auour Investments LLC224,273
1.7% of portfolio›$6.1M
Integrated Capital Management, Inc.223,718
4.4% of portfolio›$6.1M
Trilogy Capital Inc.219,885
0.2% of portfolio›$6.0M
Verus Capital Partners, LLC201,810
0.3% of portfolio›$5.5M
Apollon Financial, LLC183,384
0.6% of portfolio›$5.0M
IFP Advisors, Inc182,732
0.1% of portfolio›$5.0M
Retirement Planning Group, LLC174,846
0.1% of portfolio›$4.8M
Avant Financial Advisors LLC167,182
2.8% of portfolio›$4.6M
Downshift Financial, LLC162,384
1.9% of portfolio›$4.4M
Climber Capital SA159,178
2.5% of portfolio›$4.1M
Ehrlich Financial Group148,704
2.1% of portfolio›$4.1M
Farther Finance Advisors, LLC119,284
0.0% of portfolio›$3.3M
Private Trust Co NA117,054
0.3% of portfolio›$3.2M
Narus Financial Partners, LLC99,903
0.7% of portfolio›$2.7M
Silverlake Wealth Management LLC97,005
0.5% of portfolio›$2.6M
Zega Investments, LLC96,918
0.3% of portfolio›$2.6M
Prosperity Advisers, LLC89,678
1.7% of portfolio›$2.4M
Capital Wealth Management, LLC88,775
0.6% of portfolio›$2.4M
Integrity Wealth Advisors, Inc.84,797
1.2% of portfolio›$2.3M
Cranbrook Wealth Management, LLC82,200
0.4% of portfolio›$2.2M
Simplicity Wealth,LLC79,348
0.1% of portfolio›$2.2M
Citigroup Inc78,790
0.0% of portfolio›$2.1M
Lanark Financial, Inc.77,131
0.1% of portfolio›$2.1M
GenWealth Group, Inc.76,358
0.3% of portfolio›$2.1M
MGO One Seven LLC74,955
0.0% of portfolio›$2.0M
Fonville Wealth Management LLC66,693
0.3% of portfolio›$1.8M
October Effect Ltd65,294
1.8% of portfolio›$1.8M
Vicus Capital65,067
0.1% of portfolio›$1.8M
Wise Wealth Partners64,179
3.2% of portfolio›$1.8M
Visionary Wealth Advisors53,989
0.1% of portfolio›$1.5M
Hardin Capital Partners, LLC50,293
0.7% of portfolio›$1.4M
Ashton Thomas Private Wealth, LLC49,866
0.0% of portfolio›$1.4M
Paladin Wealth, LLC48,696
0.7% of portfolio›$1.3M
Grimes & Co Wealth Management, LLC48,629
0.0% of portfolio›$1.3M
Arlington Financial Advisors, LLC47,345
0.2% of portfolio›$1.3M
Insight Advisors, LLC/ PA46,868
0.2% of portfolio›$1.3M
Costello Asset Management, Inc44,938
0.4% of portfolio›$1.2M
Waller Financial Planning Group, Inc44,545
0.2% of portfolio›$1.2M
Ascent Group, LLC42,356
0.0% of portfolio›$1.2M
Hill Island Financial LLC42,077
0.2% of portfolio›$1.1M
Boltwood Capital Management41,010
0.3% of portfolio›$1.1M
Plus Group Wealth Advisors LLC37,848
0.9% of portfolio›$1.0M
Comprehensive Wealth Management, LLC36,712
0.5% of portfolio›$1.0M
Oregon Pacific Wealth Management, LLC35,584
0.9% of portfolio›$970.7K
Founders Grove Wealth Partners, LLC35,198
0.2% of portfolio›$960.2K
Puff Wealth Management, LLC35,195
0.9% of portfolio›$960.1K
Wealthcare Advisory Partners LLC32,957
0.0% of portfolio›$899.1K
Center For Asset Management LLC32,050
0.4% of portfolio›$874.3K
Atria Investments, Inc31,595
0.0% of portfolio›$861.9K
OpenArc Corporate Advisory, LLC31,554
0.0% of portfolio›$860.8K
Parr Mcknight Wealth Management Group, LLC29,984
0.1% of portfolio›$818.0K
Vontobel Holding Ltd.27,427
0.0% of portfolio›$747.8K
RKL Wealth Management LLC27,161
0.1% of portfolio›$741.0K
M Holdings Securities, Inc.26,810
0.0% of portfolio›$743
Pathway Financial Advisors LLC26,657
0.1% of portfolio›$727.2K
Tennessee Valley Asset Management Partners23,918
0.1% of portfolio›$652.5K
Brucke Financial, Inc.22,559
0.3% of portfolio›$615.4K
Boyd Wealth Management, LLC22,165
0.2% of portfolio›$604.7K
Independent Financial Group, LLC22,147
0.0% of portfolio›$604.2K
Northbridge Financial Group, LLC20,344
0.2% of portfolio›$554.4K
Meitav Investment House LTD19,050
0.0% of portfolio›$518.7K
Brooklyn FI, LLC18,983
0.1% of portfolio›$526.4K
RFG Advisory, LLC18,309
0.0% of portfolio›$499.5K
Brookstone Capital Management18,252
0.0% of portfolio›$497.9K
Northland Securities, Inc.18,011
0.3% of portfolio›$491.3K
Howard Bailey Securities, LLC16,551
0.2% of portfolio›$451.5K
Axxcess Wealth Management, LLC15,265
0.0% of portfolio›$416.4K
Diversify Advisory Services, LLC15,137
0.0% of portfolio›$415.7K
Diversify Wealth Management, LLC15,137
0.0% of portfolio›$415.7K
Augustine Asset Management Inc14,196
0.1% of portfolio›$387.3K
Wedmont Private Capital14,194
0.0% of portfolio›$387.6K
Gerber Kawasaki Wealth & Investment Management13,871
0.0% of portfolio›$378.4K
Smithbridge Asset Management Inc13,558
0.0% of portfolio›$369.9K
Bluedoor Private Wealth, LLC13,511
0.2% of portfolio›$368.6K
Realta Investment Advisors13,125
0.1% of portfolio›$358.1K
Strategic Blueprint, LLC12,879
0.0% of portfolio›$351.3K
Golden State Wealth Management, LLC12,474
0.0% of portfolio›$340.3K
Rede Wealth, LLC12,379
0.1% of portfolio›$337.7K
Perigon Wealth Management, LLC12,027
0.0% of portfolio›$328.1K
Y-Intercept (Hong Kong) Ltd11,822
0.0% of portfolio›$322.5K
Invested Advisors11,526
0.3% of portfolio›$314.4K
Symphony Financial, Ltd. Co.11,390
0.0% of portfolio›$311.1K
WealthPlan Investment Management, LLC11,218
0.0% of portfolio›$306.0K
Facet Wealth, Inc.10,130
0.0% of portfolio›$276.3K
WealthPoint Financial, LLC10,100
0.2% of portfolio›$275.5K
Richardson Financial Services Inc.10,100
0.2% of portfolio›$275.5K
Prime Capital Investment Advisors, LLC9,834
0.0% of portfolio›$268.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,600
0.0% of portfolio›$261.9K
Americana Partners, LLC9,441
0.0% of portfolio›$257.6K
Integrity Alliance, Llc.9,369
0.0% of portfolio›$255.6K
Independence Wealth Advisors, LLC9,307
0.1% of portfolio›$253.9K
Braun-Bostich & Associates Inc.8,709
0.1% of portfolio›$237.6K
Parsons Capital Management Inc8,625
0.0% of portfolio›$235.3K
StoneX Group Inc.8,598
0.0% of portfolio›$234.5K
Detalus Advisors, LLC8,179
0.0% of portfolio›$223.1K
Clark Asset Management, LLC8,109
0.0% of portfolio›$221.2K
Apella Capital, LLC7,846
0.0% of portfolio›$213.9K
Concurrent Investment Advisors, LLC7,698
0.0% of portfolio›$210.0K
Sanchez Gaunt Capital Management, LLC7,425
0.1% of portfolio›$202.6K
Latitude Advisors, LLC7,384
0.1% of portfolio›$201.4K
Moisand Fitzgerald Tamayo, LLC7,195
0.0% of portfolio›$196.3K
First Horizon Corp6,863
0.0% of portfolio›$187.2K
Tsfg, LLC6,071
0.0% of portfolio›$166
James T. Borello RIA5,467
0.0% of portfolio›$149.1K
Maseco LLP5,430
0.0% of portfolio›$148.2K
Stone House Investment Management, LLC5,130
0.0% of portfolio›$139.9K
SBI Securities Co., Ltd.4,810
0.0% of portfolio›$131.2K
Harbor Investment Advisory, LLC4,617
0.0% of portfolio›$126.0K
EverSource Wealth Advisors, LLC4,195
0.0% of portfolio›$114.5K
Your Advocates Ltd., LLP3,934
0.0% of portfolio›$107.3K
Cape Investment Advisory, Inc.3,865
0.0% of portfolio›$105.4K
Root Financial Partners, LLC3,845
0.0% of portfolio›$104.9K
CoreCap Advisors, LLC3,638
0.0% of portfolio›$99.2K
Capital Investment Advisory Services, LLC3,354
0.0% of portfolio›$91.6K
Breakwater Investment Management3,314
0.0% of portfolio›$90.4K
POM Investment Strategies, LLC3,151
0.1% of portfolio›$86.0K
Balance Wealth Partners LLC2,667
0.0% of portfolio›$72.8K
Triumph Capital Management2,354
0.0% of portfolio›$64.2K
Pacific Center for Financial Services1,938
0.0% of portfolio›$52.9K
TD Private Client Wealth LLC1,816
0.0% of portfolio›$49.5K
Highline Wealth Partners LLC1,513
0.0% of portfolio›$41.3K
Pinnacle Bancorp, Inc.1,380
0.0% of portfolio›$37.6K
Blue Trust, Inc.1,327
0.0% of portfolio›$36.2K
GK Wealth Management LLC1,150
0.0% of portfolio›$31.4K
Sima Wealth Partners, LLC1,086
0.0% of portfolio›$29.6K
Nvest Wealth Strategies, Inc.1,014
0.0% of portfolio›$27.7K
Adkins Seale Capital Management LLC918
0.0% of portfolio›$25.0K
Center for Financial Planning, Inc.820
0.0% of portfolio›$22.4K
Compass Financial Management LLC779
0.0% of portfolio›$21.3K
Lynch Investment Planning, LLC743
0.0% of portfolio›$20.3K
United Financial Planning Group LLC427
0.0% of portfolio›$11.7K
Woodard & Co Asset Management Group Inc405
0.0% of portfolio›$11.0K
Abound Wealth Management387
0.0% of portfolio›$10.6K
1620 Investment Advisors, Inc.226
0.0% of portfolio›$6.2K
AlphaCore Capital LLC175
0.0% of portfolio›$4.8K
Buck Wealth Strategies, LLC165
0.0% of portfolio›$4.5K
SYM Financial Corp136
0.0% of portfolio›$3.7K
Eastern Bank90
0.0% of portfolio›$2.5K
Creative Financial Designs Inc75
0.0% of portfolio›$2.0K
Ascentis Wealth Management, LLC70
0.0% of portfolio›$1.9K
Beacon Financial Strategies Corp50
0.0% of portfolio›$1.4K
Hager Investment Management Services, LLC43
0.0% of portfolio›$1.2K
Parallel Advisors, LLC25
0.0% of portfolio›$682
Heritage Family Offices, LLP24
0.0% of portfolio›$655
Kingdom Financial Group Llc.24
0.0% of portfolio›$662
Evolution Wealth Management Inc.17
0.0% of portfolio›$464
Montgomery Financial Services LLC16
0.0% of portfolio›$436
Silver Grove Financial Group, Inc.6
0.0% of portfolio›$164
Halbert Hargrove Global Advisors, LLC4
0.0% of portfolio›$110
Allspring Global Investments Holdings, LLC1
0.0% of portfolio›$27
Raleigh Capital Management Inc.0
0.0% of portfolio›$9
StyleTurnoverLocationFiled
Mather Group, Llc.
13,321,069$363.4M3.1%ETFMediumChicago, IL2026-10-14
One Day In July LLC
5,907,507$161.2M11.1%ETFVery LowBurlington, VT2026-10-30
Globalt Investments LLC / GA
5,725,307$156.2M5.4%ETFLowAtlanta, GA2026-10-27
Evermay Wealth Management LLC
4,697,826$128.2M12.9%ETFLowArlington, VA2026-11-05
Assetmark, Inc
4,036,176$110.1M0.2%ETFLowConcord, CA2026-10-21
Stephens Group Asset Management, LLC
2,928,146$79.9M4.6%ETFVery LowLittle Rock, AR2026-10-09
CX Institutional
2,308,448$63.0K1.7%CoreMediumAuburn, IN2026-10-02
Strategic Wealth Investment Group, LLC
2,212,701$60.4M7.5%GrowthLowLouisville, KY2026-10-29
Kestra Investment Management, LLC
2,188,427$59.7M1.1%ETFMediumAustin, TX2026-11-04
Voisard Asset Management Group, Inc.
2,023,207$55.2M10.3%ETFLowGrand Rapids, MI2026-10-13
Carnegie Investment Counsel
1,872,507$51.1M1.0%CoreLowPepper Pike, OH2026-10-20
Black Diamond Financial, LLC
1,665,185$45.4M3.9%ETFVery LowTowson, MD2026-10-26
Gradient Investments LLC
1,530,221$41.7M0.6%CoreMediumArden Hills, MN2026-10-08
Concord Wealth Partners
1,239,305$33.8M3.9%GrowthLowAbingdon, VA2026-11-02
Commonwealth Equity Services, LLC
1,231,230$33.6M0.0%ETFLowWaltham, MA2026-11-02
Concord Asset Management, LLC
1,216,478$33.2M5.1%GrowthLowAbingdon, VA2026-11-02
Capital Investment Advisors, LLC
1,114,841$30.4M0.4%CoreLowAtlanta, GA2026-10-22
Leicht Financial Planning & Wealth Management, Inc.
1,061,866$29.0M12.0%ETFLowParsippany, NJ2026-11-03
KWB Wealth
975,764$26.6M2.3%ETFMediumRedlands, CA2026-10-16
Flagstone Financial Management
960,342$26.2M5.8%ETFVery LowLincoln, NE2026-11-05
Sentinel Pension Advisors, LLC
901,483$24.6M3.1%ETFLowWakefield, MA2026-11-02
True Blue Financial, LLC
828,681$22.6M8.4%ETFLowStevensville, MI2026-10-15
S. R. Schill & Associates
825,418$22.5M14.1%ETFMediumMercer Island, WA2026-10-20
3Edge Asset Management, LP
813,725$22.2M0.9%ETFMediumNaples, FL2026-10-30
Vise Technologies, Inc.
808,684$22.1M0.2%IndexLowNew York, NY2026-10-29
Woodmont Investment Counsel LLC
750,618$20.5M1.1%GARPVery LowNashville, TN2026-10-29
Confluence Investment Management LLC
692,007$18.9M0.3%ValueMediumSt. Louis, MO2026-10-01
Park Avenue Securities LLC
683,919$18.7K0.0%ETFMediumNew York, NY2026-10-26
Davenport & Co LLC
635,400$17.3M0.1%CoreMediumRichmond, VA2026-10-14
Willow Creek Wealth Management Inc.
602,083$16.4M1.1%ETFVery LowSebastopol, CA2026-10-26
Truist Financial Corp
576,960$15.7M0.0%CoreLowCharlotte, NC2026-10-30
15 Wealth Advisors LLC
574,652$15.7M3.9%ETFN/AMundelein, IL2026-10-14
Salomon & Ludwin, LLC
546,981$14.9M1.2%ETFVery LowRichmond, VA2026-10-29
Flagship Harbor Advisors, LLC
521,906$14.2M0.5%ETFMediumBoston, MA2026-10-26
Melone Private Wealth, LLC
516,202$14.1M5.5%ETFMediumAuburn Hills, MI2026-10-16
Leslie Global Wealth, LLC
500,238$13.6M5.0%ETFLowItasca, IL2026-10-26
Equita Financial Network, Inc.
500,143$13.6M3.9%ETFLowFort Washington, PA2026-10-19
Kestra Advisory Services, LLC
469,312$12.8M0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
450,183$12.3M0.0%CoreLowPlymouth, MN2026-10-13
Hobart Private Capital, LLC
443,023$12.1M2.0%ETFMediumCharlotte, NC2026-10-19
Mirae Asset Global Investments Co., Ltd.
428,000$11.7M0.0%GrowthLowSeoul, Malaysia2026-11-03
Arjuna Capital
416,309$11.4M2.5%MomentumMediumManchester, MA2026-11-03
Higgins & Schmidt Wealth Strategies LLC
356,430$9.7M4.0%ETFLowDenver, CO2026-10-26
Appalachian Capital Management Ltd
350,100$9.6M6.9%ETFVery LowSt Clairsville, OH2026-10-14
Bailard, Inc.
330,680$9.0M0.2%GrowthMediumFoster City, CA2026-10-13
XY Planning Network, Inc.
292,197$8.0M0.9%ETFLowBozeman, MT2026-10-14
Cornerstone Wealth Management, LLC
287,557$7.8M0.3%ETFVery LowSt. Peters, MO2026-11-04
Spectrum Wealth Advisory Group, LLC
283,331$7.7M2.2%ETFMediumGranite Bay, CA2026-10-29
Matauro, LLC
254,532$6.9M0.9%ETFLowNew York, NY2026-11-03
Certified Advisory Corp
253,728$6.9M0.6%ETFLowAltamonte Springs, FL2026-10-29
Legacy CG, LLC
250,829$6.8M1.7%GrowthHighPlano, TX2026-10-30
Onyx Bridge Wealth Group LLC
242,778$6.6M0.6%ETFMediumTarrytown, NY2026-10-16
Creative Planning
234,067$6.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Key FInancial Inc
229,901$6.3M1.0%ETFLowWest Chester, PA2026-11-02
Cambridge Investment Research Advisors, Inc.
225,240$6.1K0.0%ETFLowFairfield, IA2026-11-02
Auour Investments LLC
224,273$6.1M1.7%ETFLowWoburn, MA2026-10-28
Integrated Capital Management, Inc.
223,718$6.1M4.4%ETFLowJessup, PA2026-10-09
Trilogy Capital Inc.
219,885$6.0M0.2%ETFMediumIrvine, CA2026-10-20
Verus Capital Partners, LLC
201,810$5.5M0.3%GrowthLowScottsdale, AZ2026-11-03
Apollon Financial, LLC
183,384$5.0M0.6%ETFVery LowMount Pleasant, SC2026-10-23
IFP Advisors, Inc
182,732$5.0M0.1%GrowthLowTampa, FL2026-10-16
Retirement Planning Group, LLC
174,846$4.8M0.1%ETFVery LowLeawood, KS2026-10-19
Avant Financial Advisors LLC
167,182$4.6M2.8%ETFVery LowAustin, TX2026-11-02
Downshift Financial, LLC
162,384$4.4M1.9%ETFLowBoulder, CO2026-10-13
Climber Capital SA
159,178$4.1M2.5%ETFLowNyon, Switzerland2026-10-20
Ehrlich Financial Group
148,704$4.1M2.1%ETFHighLaguna Niguel, CA2026-10-20
Farther Finance Advisors, LLC
119,284$3.3M0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
117,054$3.2M0.3%CoreLowCleveland, OH2026-10-20
Narus Financial Partners, LLC
99,903$2.7M0.7%ValueLowSalt Lake City, UT2026-10-19
Silverlake Wealth Management LLC
97,005$2.6M0.5%ETFLowWilliston, VT2026-10-21
Zega Investments, LLC
96,918$2.6M0.3%GrowthMediumPalm Beach Gardens, FL2026-11-04
Prosperity Advisers, LLC
89,678$2.4M1.7%ETFVery LowHorsham, PA2026-10-28
Capital Wealth Management, LLC
88,775$2.4M0.6%ETFVery LowW. Warwick, RI2026-10-27
Integrity Wealth Advisors, Inc.
84,797$2.3M1.2%ETFMediumVentura, CA2026-10-29
Cranbrook Wealth Management, LLC
82,200$2.2M0.4%ETFVery LowBloomfield Hills, MI2026-10-28
Simplicity Wealth,LLC
79,348$2.2M0.1%ETFLowSummit, NJ2026-10-23
Citigroup Inc
78,790$2.1M0.0%CoreMediumNew York, NY2026-11-04
Lanark Financial, Inc.
77,131$2.1M0.1%CoreMediumBirmingham, AL2026-10-26
GenWealth Group, Inc.
76,358$2.1M0.3%ETFMediumMaplewood, NJ2026-10-16
MGO One Seven LLC
74,955$2.0M0.0%GrowthLowBeachwood, OH2026-10-28
Fonville Wealth Management LLC
66,693$1.8M0.3%ETFVery LowRichmond, VA2026-10-28
October Effect Ltd
65,294$1.8M1.8%GrowthHighVirginia Beach, VA2026-10-20
Vicus Capital
65,067$1.8M0.1%ETFMediumState College, PA2026-11-05
Wise Wealth Partners
64,179$1.8M3.2%ETFMediumPhoenix, AZ2026-10-14
Visionary Wealth Advisors
53,989$1.5M0.1%ETFLowO'Fallon, IL2026-11-04
Hardin Capital Partners, LLC
50,293$1.4M0.7%YieldVery LowGreenville, SC2026-10-09
Ashton Thomas Private Wealth, LLC
49,866$1.4M0.0%CoreMediumScottsdale, AZ2026-11-03
Paladin Wealth, LLC
48,696$1.3M0.7%CoreLowArden Hills, MN2026-10-23
Grimes & Co Wealth Management, LLC
48,629$1.3M0.0%CoreLowWestborough, MA2026-10-29
Arlington Financial Advisors, LLC
47,345$1.3M0.2%ETFMediumSanta Barbara, CA2026-10-19
Insight Advisors, LLC/ PA
46,868$1.3M0.2%ETFMediumNewtown, PA2026-10-22
Costello Asset Management, Inc
44,938$1.2M0.4%CoreLowFeasterville, PA2026-10-30
Waller Financial Planning Group, Inc
44,545$1.2M0.2%ETFMediumColumbus, OH2026-10-07
Ascent Group, LLC
42,356$1.2M0.0%CoreLowVirginia Beach, VA2026-10-30
Hill Island Financial LLC
42,077$1.1M0.2%ETFLowGrand Rapids, MI2026-10-20
Boltwood Capital Management
41,010$1.1M0.3%ETFVery LowWalnut Creek, CA2026-10-02
Plus Group Wealth Advisors LLC
37,848$1.0M0.9%ETFLowBelgium, WI2026-10-19
Comprehensive Wealth Management, LLC
36,712$1.0M0.5%ETFMediumLynnwood, WA2026-11-02
Oregon Pacific Wealth Management, LLC
35,584$970.7K0.9%ETFMediumMedford, OR2026-10-20
Founders Grove Wealth Partners, LLC
35,198$960.2K0.2%ETFLowRichmond, VA2026-10-16
Puff Wealth Management, LLC
35,195$960.1K0.9%ETFLowHaddonfield, NJ2026-10-07
Wealthcare Advisory Partners LLC
32,957$899.1K0.0%ETFLowWest Chester, PA2026-10-21
Center For Asset Management LLC
32,050$874.3K0.4%ETFMediumPalm Beach Gardens, FL2026-10-16
Atria Investments, Inc
31,595$861.9K0.0%CoreMediumCharlotte, NC2026-10-15
OpenArc Corporate Advisory, LLC
31,554$860.8K0.0%GrowthLowAtlanta, GA2026-10-21
Parr Mcknight Wealth Management Group, LLC
29,984$818.0K0.1%CoreMediumMinneapolis, MN2026-10-30
Vontobel Holding Ltd.
27,427$747.8K0.0%CoreMediumZurich, Switzerland2026-10-16
RKL Wealth Management LLC
27,161$741.0K0.1%ETFVery LowLancaster, PA2026-10-16
M Holdings Securities, Inc.
26,810$7430.0%ETFHighPortland, OR2026-11-03
Pathway Financial Advisors LLC
26,657$727.2K0.1%ETFLowSouth Burlington, VT2026-10-07
Tennessee Valley Asset Management Partners
23,918$652.5K0.1%ETFLowKnoxville, TN2026-11-03
Brucke Financial, Inc.
22,559$615.4K0.3%GrowthMediumIndianapolis, IN2026-10-23
Boyd Wealth Management, LLC
22,165$604.7K0.2%ETFMediumSacramento, CA2026-10-20
Independent Financial Group, LLC
22,147$604.2K0.0%GrowthLowSan Diego, CA2026-10-13
Northbridge Financial Group, LLC
20,344$554.4K0.2%GrowthLowTampa, FL2026-11-05
Meitav Investment House LTD
19,050$518.7K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Brooklyn FI, LLC
18,983$526.4K0.1%ETFVery LowNew York, NY2026-11-05
RFG Advisory, LLC
18,309$499.5K0.0%ETFMediumBirmingham, AL2026-11-03
Brookstone Capital Management
18,252$497.9K0.0%ETFMediumWheaton, IL2026-10-22
Northland Securities, Inc.
18,011$491.3K0.3%ETFLowMinneapolis, MN2026-11-02
Howard Bailey Securities, LLC
16,551$451.5K0.2%ETFMediumFort Wayne, IN2026-10-27
Axxcess Wealth Management, LLC
15,265$416.4K0.0%CoreLowCarlsbad, CA2026-10-21
Diversify Advisory Services, LLC
15,137$415.7K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
15,137$415.7K0.0%GrowthMediumSandy, UT2026-10-20
Augustine Asset Management Inc
14,196$387.3K0.1%GrowthVery LowJacksonville, FL2026-10-13
Wedmont Private Capital
14,194$387.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Gerber Kawasaki Wealth & Investment Management
13,871$378.4K0.0%ETFLowSanta Monica, CA2026-10-29
Smithbridge Asset Management Inc
13,558$369.9K0.0%GrowthLowChadds Ford, PA2026-10-19
Bluedoor Private Wealth, LLC
13,511$368.6K0.2%CoreLowBeverly, MA2026-11-05
Realta Investment Advisors
13,125$358.1K0.1%GrowthMediumWilmington, DE2026-10-14
Strategic Blueprint, LLC
12,879$351.3K0.0%ETFLowAtlanta, GA2026-10-22
Golden State Wealth Management, LLC
12,474$340.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Rede Wealth, LLC
12,379$337.7K0.1%ValueMediumCharlottesville, VA2026-10-22
Perigon Wealth Management, LLC
12,027$328.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Y-Intercept (Hong Kong) Ltd
11,822$322.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Invested Advisors
11,526$314.4K0.3%CoreMediumState College, PA2026-10-23
Symphony Financial, Ltd. Co.
11,390$311.1K0.0%GrowthLowHouston, TX2026-10-22
WealthPlan Investment Management, LLC
11,218$306.0K0.0%GrowthMediumOmaha, NE2026-10-15
Facet Wealth, Inc.
10,130$276.3K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
WealthPoint Financial, LLC
10,100$275.5K0.2%ETFMediumCramerton, NC2026-11-03
Richardson Financial Services Inc.
10,100$275.5K0.2%GrowthMediumMedway, MA2026-10-30
Prime Capital Investment Advisors, LLC
9,834$268.3K0.0%ETFLowOverland Park, KS2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
9,600$261.9K0.0%GrowthVery LowSeattle, WA2026-10-27
Americana Partners, LLC
9,441$257.6K0.0%CoreMediumHouston, TX2026-10-28
Integrity Alliance, Llc.
9,369$255.6K0.0%ETFMediumUrbandale, IA2026-10-29
Independence Wealth Advisors, LLC
9,307$253.9K0.1%ETFHighIndependence, OH2026-10-29
Braun-Bostich & Associates Inc.
8,709$237.6K0.1%ETFMediumCanonsburg, PA2026-10-20
Parsons Capital Management Inc
8,625$235.3K0.0%CoreLowProvidence, RI2026-10-28
StoneX Group Inc.
8,598$234.5K0.0%ETFMediumNew York, NY2026-11-03
Detalus Advisors, LLC
8,179$223.1K0.0%ETFLowSt. Louis, MO2026-10-15
Clark Asset Management, LLC
8,109$221.2K0.0%ETFVery LowStratham, NH2026-10-19
Apella Capital, LLC
7,846$213.9K0.0%ETFVery LowWest Hartford, CT2026-10-08
Concurrent Investment Advisors, LLC
7,698$210.0K0.0%GrowthMediumTampa, FL2026-10-16
Sanchez Gaunt Capital Management, LLC
7,425$202.6K0.1%ETFN/AReno, NV2026-11-03
Latitude Advisors, LLC
7,384$201.4K0.1%ETFLowYorkville, IL2026-10-27
Moisand Fitzgerald Tamayo, LLC
7,195$196.3K0.0%ETFVery LowOrlando, FL2026-10-15
First Horizon Corp
6,863$187.2K0.0%CoreLowMemphis, TN2026-10-26
Tsfg, LLC
6,071$1660.0%ETFLowLake Forest, IL2026-10-23
James T. Borello RIA
5,467$149.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
Maseco LLP
5,430$148.2K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Stone House Investment Management, LLC
5,130$139.9K0.0%ETFMediumTunkhannock, PA2026-10-23
SBI Securities Co., Ltd.
4,810$131.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Harbor Investment Advisory, LLC
4,617$126.0K0.0%GrowthLowLutherville, MD2026-10-13
EverSource Wealth Advisors, LLC
4,195$114.5K0.0%CoreMediumBirmingham, AL2026-11-04
Your Advocates Ltd., LLP
3,934$107.3K0.0%ETFLowHouston, TX2026-11-03
Cape Investment Advisory, Inc.
3,865$105.4K0.0%ETFLowMcdonough, GA2026-10-13
Root Financial Partners, LLC
3,845$104.9K0.0%ETFMediumEncinitas, CA2026-10-21
CoreCap Advisors, LLC
3,638$99.2K0.0%ETFMediumSouthfield, MI2026-10-08
Capital Investment Advisory Services, LLC
3,354$91.6K0.0%CoreMediumRaleigh, NC2026-10-30
Breakwater Investment Management
3,314$90.4K0.0%ETFLowSeattle, WA2026-10-20
POM Investment Strategies, LLC
3,151$86.0K0.1%ETFVery HighRaleigh, NC2026-10-20
Balance Wealth Partners LLC
2,667$72.8K0.0%ETFMediumWorthington, OH2026-10-27
Triumph Capital Management
2,354$64.2K0.0%ETFMediumDenver, CO2026-10-14
Pacific Center for Financial Services
1,938$52.9K0.0%ETFMediumDanville, CA2026-10-15
TD Private Client Wealth LLC
1,816$49.5K0.0%ETFLowNew York, NY2026-10-28
Highline Wealth Partners LLC
1,513$41.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Pinnacle Bancorp, Inc.
1,380$37.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Blue Trust, Inc.
1,327$36.2K0.0%ETFLowBrentwood, TN2026-10-15
GK Wealth Management LLC
1,150$31.4K0.0%GARPVery HighReno, NV2026-10-09
Sima Wealth Partners, LLC
1,086$29.6K0.0%ETFVery LowRichmond, VA2026-10-19
Nvest Wealth Strategies, Inc.
1,014$27.7K0.0%ETFVery LowPowell, OH2026-10-14
Adkins Seale Capital Management LLC
918$25.0K0.0%CoreVery LowShreveport, LA2026-10-27
Center for Financial Planning, Inc.
820$22.4K0.0%ETFLowSouthfied, MI2026-10-26
Compass Financial Management LLC
779$21.3K0.0%CoreN/ATampa, FL2026-10-30
Lynch Investment Planning, LLC
743$20.3K0.0%ETFLowNewtown Square, PA2026-10-27
United Financial Planning Group LLC
427$11.7K0.0%ETFHighHauppauge, NY2026-11-04
Woodard & Co Asset Management Group Inc
405$11.0K0.0%ETFMediumBermuda Run, NC2026-11-03
Abound Wealth Management
387$10.6K0.0%ETFVery LowFranklin, TN2026-10-26
1620 Investment Advisors, Inc.
226$6.2K0.0%ValueLowPlymouth, MA2026-11-04
AlphaCore Capital LLC
175$4.8K0.0%ETFLowLa Jolla, CA2026-11-04
Buck Wealth Strategies, LLC
165$4.5K0.0%ValueMediumDenver, CO2026-10-28
SYM Financial Corp
136$3.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Eastern Bank
90$2.5K0.0%GrowthMediumBoston, MA2026-10-05
Creative Financial Designs Inc
75$2.0K0.0%ETFMediumKokomo, IN2026-11-04
Ascentis Wealth Management, LLC
70$1.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Beacon Financial Strategies Corp
50$1.4K0.0%ETFVery LowRaleigh, NC2026-10-14
Hager Investment Management Services, LLC
43$1.2K0.0%GrowthMediumNew London, NH2026-11-04
Parallel Advisors, LLC
25$6820.0%IndexLowSan Francisco, CA2026-11-03
Heritage Family Offices, LLP
24$6550.0%GrowthHighScottsdale, AZ2026-11-02
Kingdom Financial Group Llc.
24$6620.0%ETFMediumPeoria, AZ2026-11-04
Evolution Wealth Management Inc.
17$4640.0%ETFMediumFort Myers, FL2026-10-28
Montgomery Financial Services LLC
16$4360.0%ETFN/AOcean City, MD2026-11-03
Silver Grove Financial Group, Inc.
6$1640.0%CoreMediumOrchard Park, NY2026-11-05
Halbert Hargrove Global Advisors, LLC
4$1100.0%ETFLowLong Beach, CA2026-10-16
Allspring Global Investments Holdings, LLC
1$270.0%CoreMediumCharlotte, NC2026-11-04
Raleigh Capital Management Inc.
0$90.0%CoreMediumCary, NC2026-10-28