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SS Spdr P ST Term TSY ETF (SPTS)

CUSIP: 78468R101 | NYSE | 1115 institutional holders

Quarters

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

Globalt Investments LLC / GA9,867,516
9.7% of portfolio›$282.9M
CX Institutional4,878,686
3.8% of portfolio›$139.9K
Assetmark, Inc3,214,913
0.2% of portfolio›$92.2M
Truist Financial Corp2,003,742
0.1% of portfolio›$57.4M
Evermay Wealth Management LLC2,002,022
5.8% of portfolio›$57.4M
Dagco, Inc.2,000,689
10.0% of portfolio›$57.4M
Financial Solutions Advisory Group, Inc.1,738,633
6.3% of portfolio›$49.9M
Gerber Kawasaki Wealth & Investment Management1,710,952
1.2% of portfolio›$49.1M
Woodmont Investment Counsel LLC1,422,832
2.2% of portfolio›$40.8M
Alliance Wealth Advisors, LLC1,118,638
5.8% of portfolio›$32.1M
Triad Wealth Partners, LLC1,062,996
1.7% of portfolio›$30.5M
Willow Creek Wealth Management Inc.1,051,844
2.0% of portfolio›$30.2M
Heartwood Wealth Advisors LLC1,029,860
2.3% of portfolio›$29.5M
Crane Advisory, LLC1,014,126
4.1% of portfolio›$29.0M
Acorn Financial Advisory Services Inc990,230
3.6% of portfolio›$28.4M
Boston Standard Wealth Management, LLC948,260
3.9% of portfolio›$27.2M
Independence Wealth Advisors, LLC921,700
12.5% of portfolio›$26.4M
Park Avenue Securities LLC896,214
0.0% of portfolio›$25.7K
1888 Investments, LLC893,000
29.0% of portfolio›$25.6M
Gradient Investments LLC707,671
0.3% of portfolio›$20.3M
Great Point Wealth Advisors, LLC691,433
3.1% of portfolio›$19.8M
Fonville Wealth Management LLC684,046
3.0% of portfolio›$19.6M
Concurrent Investment Advisors, LLC651,166
0.1% of portfolio›$18.7M
Evergreen Capital Management LLC645,194
0.3% of portfolio›$18.5M
Private Wealth Group, LLC585,367
6.4% of portfolio›$16.8M
Hughes Financial Services, LLC582,464
2.1% of portfolio›$16.8M
SeaBridge Investment Advisors LLC532,597
2.1% of portfolio›$15.3M
S. R. Schill & Associates456,730
8.2% of portfolio›$13.1M
Treasure Coast Financial Planning438,388
6.0% of portfolio›$12.6M
Wealth Enhancement Advisory Services, LLC409,069
0.0% of portfolio›$11.7M
Lighthouse Financial Services Inc402,806
2.4% of portfolio›$11.5M
Farther Finance Advisors, LLC372,109
0.1% of portfolio›$10.7M
Mirae Asset Global Investments Co., Ltd.326,000
0.0% of portfolio›$9.3M
Apella Capital, LLC307,694
0.1% of portfolio›$8.8M
First Affirmative Financial Network299,382
1.9% of portfolio›$8.6M
SeedSafe Financial LLC299,249
6.3% of portfolio›$8.6M
Main Line Retirement Advisors, LLC297,079
3.7% of portfolio›$8.5M
One Day In July LLC287,644
0.6% of portfolio›$8.2M
Rinkey Investments266,403
1.8% of portfolio›$7.6M
Integrated Capital Management, Inc.233,624
4.8% of portfolio›$6.7M
Creative Financial Designs Inc230,076
0.3% of portfolio›$6.6M
Key FInancial Inc206,162
1.0% of portfolio›$5.9M
MKT Advisors LLC201,978
1.9% of portfolio›$5.8M
Cambridge Investment Research Advisors, Inc.176,722
0.0% of portfolio›$5.1K
Fund Evaluation Group, LLC172,715
0.1% of portfolio›$5.0M
Silverlake Wealth Management LLC166,584
0.9% of portfolio›$4.8M
Verus Capital Partners, LLC165,991
0.2% of portfolio›$4.8M
Commonwealth Equity Services, LLC153,175
0.0% of portfolio›$4.4M
WBH Advisory Inc151,822
0.3% of portfolio›$4.4M
Hobart Private Capital, LLC149,961
0.7% of portfolio›$4.3M
Integrity Alliance, Llc.141,185
0.1% of portfolio›$4.0M
MY Wealth Management Inc.137,294
2.9% of portfolio›$3.9M
RFG Advisory, LLC133,943
0.1% of portfolio›$3.8M
Guild Investment Management, Inc.133,000
2.4% of portfolio›$3.8M
Matauro, LLC130,088
0.5% of portfolio›$3.7M
Mechanics Bank Trust Department129,862
0.5% of portfolio›$3.7M
Simplicity Wealth,LLC127,270
0.1% of portfolio›$3.6M
Avior Wealth Management, LLC123,804
0.1% of portfolio›$3.5M
1620 Investment Advisors, Inc.117,774
2.1% of portfolio›$3.4M
Dynamic Advisor Solutions LLC105,608
0.1% of portfolio›$3.0M
Entrewealth, LLC100,368
1.0% of portfolio›$2.9M
Flagship Harbor Advisors, LLC100,257
0.1% of portfolio›$2.9M
Roberts Wealth Advisors, LLC100,189
0.6% of portfolio›$2.9M
Hudson Oak Wealth Advisory LLC96,768
2.1% of portfolio›$2.8M
Prime Capital Investment Advisors, LLC88,251
0.0% of portfolio›$2.5M
SigFig Wealth Management, LLC78,879
0.1% of portfolio›$2.3M
Sentinel Pension Advisors, LLC78,296
0.3% of portfolio›$2.2M
Lanark Financial, Inc.77,757
0.2% of portfolio›$2.2M
Tempus Wealth Planning, LLC76,744
0.4% of portfolio›$2.2M
Vicus Capital68,572
0.1% of portfolio›$2.0M
Fiduciary Financial Group, LLC67,499
0.2% of portfolio›$1.9M
Tactive Advisors, LLC67,205
0.5% of portfolio›$1.9M
Visionary Horizons, LLC64,408
0.7% of portfolio›$1.8M
Fifth Third Securities, Inc.60,970
0.1% of portfolio›$1.7M
Bailard, Inc.58,433
0.0% of portfolio›$1.7M
Pacific Park Financial, Inc.58,262
1.0% of portfolio›$1.7M
Wealthcare Advisory Partners LLC56,010
0.0% of portfolio›$1.6M
Genesis Private Wealth, LLC55,921
0.5% of portfolio›$1.6M
Intrua Financial, LLC50,792
0.1% of portfolio›$1.5M
TD Private Client Wealth LLC50,290
0.0% of portfolio›$1.4M
Private Trust Co NA47,713
0.1% of portfolio›$1.4M
Breakwater Investment Management47,290
0.4% of portfolio›$1.4M
Vise Technologies, Inc.45,744
0.0% of portfolio›$1.3M
Successful Portfolios LLC41,568
0.5% of portfolio›$1.2M
Kohmann Bosshard Financial Services, LLC40,290
0.1% of portfolio›$1.2M
Integrated Advisors Network LLC37,212
0.0% of portfolio›$1.1M
XY Planning Network, Inc.34,586
0.1% of portfolio›$991.6K
Puff Wealth Management, LLC34,238
0.9% of portfolio›$981.6K
Layline Advisors, LLC34,207
0.9% of portfolio›$980.7K
WealthSpring Partners, LLC33,670
1.0% of portfolio›$965.3K
Evanson Financial, LLC32,523
0.0% of portfolio›$932.4K
Maia Wealth LLC32,255
0.1% of portfolio›$924.8K
Oregon Pacific Wealth Management, LLC31,473
0.8% of portfolio›$902.3K
Altfest L J & Co Inc31,215
0.1% of portfolio›$894.9K
Downshift Financial, LLC31,103
0.4% of portfolio›$891.7K
Kestra Advisory Services, LLC30,931
0.0% of portfolio›$886.8K
Cullen T Bankers, Inc.30,741
0.0% of portfolio›$881.3K
Ashton Thomas Private Wealth, LLC27,942
0.0% of portfolio›$801.1K
Capital Management Associates, Inc26,880
0.2% of portfolio›$770.7K
Sowell Financial Services LLC25,614
0.0% of portfolio›$734.4K
Paladin Wealth, LLC25,263
0.4% of portfolio›$724.3K
Allen Capital Group, LLC24,469
0.1% of portfolio›$701.5K
Portland Financial Advisors Inc22,708
1.1% of portfolio›$651.0K
Slow Capital, Inc.22,514
0.1% of portfolio›$645.5K
Choreo, LLC21,152
0.0% of portfolio›$606.4K
Trilogy Capital Inc.21,054
0.0% of portfolio›$603.6K
Founders Grove Wealth Partners, LLC19,913
0.1% of portfolio›$570.9K
Destiny Capital Corp19,740
0.3% of portfolio›$565.9K
Citigroup Inc18,489
0.0% of portfolio›$530.1K
Evensky & Katz LLC18,471
0.0% of portfolio›$530
Clark Asset Management, LLC17,757
0.0% of portfolio›$509.1K
Cranbrook Wealth Management, LLC17,557
0.1% of portfolio›$503.4K
Ascent Group, LLC17,546
0.0% of portfolio›$503.0K
Onyx Bridge Wealth Group LLC17,232
0.0% of portfolio›$494.0K
Formidable Asset Management, LLC16,904
0.1% of portfolio›$490.4K
Wesbanco Bank Inc15,865
0.0% of portfolio›$454.9K
Acropolis Investment Management, LLC15,186
0.0% of portfolio›$435.4K
Parallel Advisors, LLC15,045
0.0% of portfolio›$431.3K
Latitude Advisors, LLC14,510
0.1% of portfolio›$416.0K
Carnegie Investment Counsel14,273
0.0% of portfolio›$409.2K
Centurion Wealth Management LLC13,391
0.1% of portfolio›$383.9K
B. Riley Wealth Advisors, Inc.12,417
0.0% of portfolio›$356.0K
Nemes Rush Group LLC12,023
0.0% of portfolio›$344.7K
KWB Wealth12,022
0.0% of portfolio›$344.7K
Trek Financial, LLC11,252
0.0% of portfolio›$322.6K
Walser Wealth Management Company, A Ltd Liability Co11,222
0.1% of portfolio›$321.7K
Creative Planning11,051
0.0% of portfolio›$316.8K
Tandem Investment Partners LLC10,538
0.2% of portfolio›$302.1K
Highline Wealth Partners LLC10,436
0.1% of portfolio›$299.2K
SMI Advisory Services, LLC10,174
0.0% of portfolio›$291.7K
Leo Wealth, LLC10,000
0.1% of portfolio›$286.7K
Vavra Capital Management, LLC9,795
0.2% of portfolio›$280.8K
IFP Advisors, Inc9,769
0.0% of portfolio›$280.1K
SAX Wealth Advisors, LLC9,585
0.0% of portfolio›$274.8K
Richardson Financial Services Inc.8,990
0.1% of portfolio›$257.7K
First Heartland Consultants, Inc.8,954
0.0% of portfolio›$256.7K
Narwhal Capital Management8,853
0.0% of portfolio›$253.8K
Financial Enhancement Group LLC8,647
0.0% of portfolio›$247.7K
MBE Wealth Management, LLC8,598
0.1% of portfolio›$246.5K
Y-Intercept (Hong Kong) Ltd8,282
0.0% of portfolio›$237.4K
First Horizon Corp8,205
0.0% of portfolio›$235.2K
Chesley Taft & Associates LLC8,150
0.0% of portfolio›$233.7K
Sigma Planning Corp7,970
0.0% of portfolio›$228.5K
Founders Financial Securities LLC7,890
0.0% of portfolio›$226.2K
Invested Advisors7,840
0.2% of portfolio›$224.8K
BetterWealth, LLC7,796
0.0% of portfolio›$223.5K
Altiora Financial Group, LLC7,525
0.0% of portfolio›$215.7K
CoreCap Advisors, LLC7,407
0.0% of portfolio›$212.4K
Optima Capital LLC7,272
0.1% of portfolio›$208.5K
Essex Bank7,182
0.0% of portfolio›$205.8K
Financial Network Wealth Advisors LLC7,055
0.2% of portfolio›$202.3K
Midwest Heritage Bank, FSB7,044
0.1% of portfolio›$202.0K
Tsfg, LLC5,931
0.0% of portfolio›$170
TD Waterhouse Canada Inc.5,899
0.0% of portfolio›$169.8K
Spire Wealth Management5,000
0.0% of portfolio›$143.4K
Your Advocates Ltd., LLP4,457
0.0% of portfolio›$127.8K
Kroeger Financial Partners3,723
0.1% of portfolio›$106.7K
Portfolio Resources Advisor Group, Inc.3,150
0.1% of portfolio›$91.4K
Wealth Enhancement Trust Services, Inc.2,929
0.0% of portfolio›$84.0K
Retirement Wealth Solutions LLC2,818
0.0% of portfolio›$80.8K
Eastern Bank2,766
0.0% of portfolio›$79.3K
SBI Securities Co., Ltd.2,289
0.0% of portfolio›$65.6K
Versant Capital Management, Inc2,286
0.0% of portfolio›$65.5K
Capital Investment Advisory Services, LLC2,173
0.0% of portfolio›$62.2K
Pinnacle Bancorp, Inc.2,100
0.0% of portfolio›$60.2K
EverSource Wealth Advisors, LLC2,052
0.0% of portfolio›$58.8K
USA Financial Formulas1,514
0.0% of portfolio›$43.4K
Phillip James Consulting Co.1,355
0.0% of portfolio›$38.8K
EPG Wealth Management LLC1,190
0.0% of portfolio›$34.1K
Moisand Fitzgerald Tamayo, LLC892
0.0% of portfolio›$25.6K
Investors Research Corp735
0.0% of portfolio›$21.1K
Aventus Investment Advisors, Inc.672
0.0% of portfolio›$19.3K
Root Financial Partners, LLC619
0.0% of portfolio›$17.7K
Indiana Trust & Investment Management Co550
0.0% of portfolio›$15.8K
Mather Group, Llc.461
0.0% of portfolio›$13.2K
Lodestone Wealth Management LLC345
0.0% of portfolio›$9.9K
Asset Dedication, LLC345
0.0% of portfolio›$9.9K
Kelleher Financial Advisors316
0.0% of portfolio›$9.1K
GK Wealth Management LLC299
0.0% of portfolio›$8.6K
Buck Wealth Strategies, LLC272
0.0% of portfolio›$7.8K
Elevated Capital Advisors, LLC238
0.0% of portfolio›$6.8K
Brown, Lisle Ings, Inc.200
0.0% of portfolio›$5.7K
Cape Investment Advisory, Inc.82
0.0% of portfolio›$2.4K
Kingdom Financial Group Llc.69
0.0% of portfolio›$2.0K
AlphaCore Capital LLC45
0.0% of portfolio›$1.3K
Affinity Wealth LLC45
0.0% of portfolio›$1.3K
Golden State Wealth Management, LLC37
0.0% of portfolio›$1.1K
Triumph Capital Management36
0.0% of portfolio›$1.0K
Spurstone Advisory Services, LLC24
0.0% of portfolio›$687
Ascentis Independent Advisors23
0.0% of portfolio›$659
Compass Financial Management LLC18
0.0% of portfolio›$516
Allspring Global Investments Holdings, LLC12
0.0% of portfolio›$330
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Globalt Investments LLC / GA
9,867,516$282.9M9.7%ETFLowAtlanta, GA2026-10-27
CX Institutional
4,878,686$139.9K3.8%CoreMediumAuburn, IN2026-10-02
Assetmark, Inc
3,214,913$92.2M0.2%ETFLowConcord, CA2026-10-21
Truist Financial Corp
2,003,742$57.4M0.1%CoreLowCharlotte, NC2026-10-30
Evermay Wealth Management LLC
2,002,022$57.4M5.8%ETFLowArlington, VA2026-11-05
Dagco, Inc.
2,000,689$57.4M10.0%ETFVery LowWestlake, OH2026-10-20
Financial Solutions Advisory Group, Inc.
1,738,633$49.9M6.3%ETFMediumChicago, IL2026-10-28
Gerber Kawasaki Wealth & Investment Management
1,710,952$49.1M1.2%ETFLowSanta Monica, CA2026-10-29
Woodmont Investment Counsel LLC
1,422,832$40.8M2.2%GARPVery LowNashville, TN2026-10-29
Alliance Wealth Advisors, LLC
1,118,638$32.1M5.8%ETFHighCenterville, UT2026-10-28
Triad Wealth Partners, LLC
1,062,996$30.5M1.7%ETFMediumLawrence, KS2026-10-26
Willow Creek Wealth Management Inc.
1,051,844$30.2M2.0%ETFVery LowSebastopol, CA2026-10-26
Heartwood Wealth Advisors LLC
1,029,860$29.5M2.3%ETFLowRichmond, VA2026-10-05
Crane Advisory, LLC
1,014,126$29.0M4.1%ETFVery LowFullerton, CA2026-10-13
Acorn Financial Advisory Services Inc
990,230$28.4M3.6%ETFMediumReston, VA2026-11-02
Boston Standard Wealth Management, LLC
948,260$27.2M3.9%ETFLowWinchester, MA2026-10-07
Independence Wealth Advisors, LLC
921,700$26.4M12.5%ETFHighIndependence, OH2026-10-29
Park Avenue Securities LLC
896,214$25.7K0.0%ETFMediumNew York, NY2026-10-26
1888 Investments, LLC
893,000$25.6M29.0%ETFHighDenver, CO2026-11-04
Gradient Investments LLC
707,671$20.3M0.3%CoreMediumArden Hills, MN2026-10-08
Great Point Wealth Advisors, LLC
691,433$19.8M3.1%ETFVery LowBoston, MA2026-10-15
Fonville Wealth Management LLC
684,046$19.6M3.0%ETFVery LowRichmond, VA2026-10-28
Concurrent Investment Advisors, LLC
651,166$18.7M0.1%GrowthMediumTampa, FL2026-10-16
Evergreen Capital Management LLC
645,194$18.5M0.3%GARPMediumBellevue, WA2026-10-23
Private Wealth Group, LLC
585,367$16.8M6.4%ETFLowTampa, FL2026-10-19
Hughes Financial Services, LLC
582,464$16.8M2.1%ETFLowHerndon, VA2026-10-30
SeaBridge Investment Advisors LLC
532,597$15.3M2.1%GrowthMediumSummit, NJ2026-11-02
S. R. Schill & Associates
456,730$13.1M8.2%ETFMediumMercer Island, WA2026-10-20
Treasure Coast Financial Planning
438,388$12.6M6.0%ETFVery LowVero Beach, FL2026-11-03
Wealth Enhancement Advisory Services, LLC
409,069$11.7M0.0%CoreLowPlymouth, MN2026-10-13
Lighthouse Financial Services Inc
402,806$11.5M2.4%ETFVery LowBrea, CA2026-11-02
Farther Finance Advisors, LLC
372,109$10.7M0.1%IndexLowSan Francisco, CA2026-10-08
Mirae Asset Global Investments Co., Ltd.
326,000$9.3M0.0%GrowthLowSeoul, Malaysia2026-11-03
Apella Capital, LLC
307,694$8.8M0.1%ETFVery LowWest Hartford, CT2026-10-08
First Affirmative Financial Network
299,382$8.6M1.9%CoreN/AColorado Springs, CO2026-10-21
SeedSafe Financial LLC
299,249$8.6M6.3%ETFVery LowAustin, TX2026-11-02
Main Line Retirement Advisors, LLC
297,079$8.5M3.7%ETFLowWhitefish, MT2026-10-14
One Day In July LLC
287,644$8.2M0.6%ETFVery LowBurlington, VT2026-10-30
Rinkey Investments
266,403$7.6M1.8%ETFLowSan Diego, CA2026-10-28
Integrated Capital Management, Inc.
233,624$6.7M4.8%ETFLowJessup, PA2026-10-09
Creative Financial Designs Inc
230,076$6.6M0.3%ETFMediumKokomo, IN2026-11-04
Key FInancial Inc
206,162$5.9M1.0%ETFLowWest Chester, PA2026-11-02
MKT Advisors LLC
201,978$5.8M1.9%ETFLowCarlsbad, CA2026-10-20
Cambridge Investment Research Advisors, Inc.
176,722$5.1K0.0%ETFLowFairfield, IA2026-11-02
Fund Evaluation Group, LLC
172,715$5.0M0.1%ETFLowCincinnati, OH2026-11-05
Silverlake Wealth Management LLC
166,584$4.8M0.9%ETFLowWilliston, VT2026-10-21
Verus Capital Partners, LLC
165,991$4.8M0.2%GrowthLowScottsdale, AZ2026-11-03
Commonwealth Equity Services, LLC
153,175$4.4M0.0%ETFLowWaltham, MA2026-11-02
WBH Advisory Inc
151,822$4.4M0.3%ETFLowBaltimore, MD2026-11-05
Hobart Private Capital, LLC
149,961$4.3M0.7%ETFMediumCharlotte, NC2026-10-19
Integrity Alliance, Llc.
141,185$4.0M0.1%ETFMediumUrbandale, IA2026-10-29
MY Wealth Management Inc.
137,294$3.9M2.9%ETFVery HighGermantown, MD2026-10-21
RFG Advisory, LLC
133,943$3.8M0.1%ETFMediumBirmingham, AL2026-11-03
Guild Investment Management, Inc.
133,000$3.8M2.4%GARPMediumWestlake Village, CA2026-11-03
Matauro, LLC
130,088$3.7M0.5%ETFLowNew York, NY2026-11-03
Mechanics Bank Trust Department
129,862$3.7M0.5%CoreLowWalnut Creek, CA2026-10-13
Simplicity Wealth,LLC
127,270$3.6M0.1%ETFLowSummit, NJ2026-10-23
Avior Wealth Management, LLC
123,804$3.5M0.1%ETFMediumOmaha, NE2026-10-13
1620 Investment Advisors, Inc.
117,774$3.4M2.1%ValueLowPlymouth, MA2026-11-04
Dynamic Advisor Solutions LLC
105,608$3.0M0.1%ETFLowPhoenix, AZ2026-10-13
Entrewealth, LLC
100,368$2.9M1.0%ETFLowAustin, TX2026-10-14
Flagship Harbor Advisors, LLC
100,257$2.9M0.1%ETFMediumBoston, MA2026-10-26
Roberts Wealth Advisors, LLC
100,189$2.9M0.6%GrowthLowPalo Alto, CA2026-10-14
Hudson Oak Wealth Advisory LLC
96,768$2.8M2.1%ETFVery LowHoboken, NJ2026-10-16
Prime Capital Investment Advisors, LLC
88,251$2.5M0.0%ETFLowOverland Park, KS2026-10-20
SigFig Wealth Management, LLC
78,879$2.3M0.1%ETFLowSan Francisco, CA2026-10-07
Sentinel Pension Advisors, LLC
78,296$2.2M0.3%ETFLowWakefield, MA2026-11-02
Lanark Financial, Inc.
77,757$2.2M0.2%CoreMediumBirmingham, AL2026-10-26
Tempus Wealth Planning, LLC
76,744$2.2M0.4%ETFMediumIrvine, CA2026-10-14
Vicus Capital
68,572$2.0M0.1%ETFMediumState College, PA2026-11-05
Fiduciary Financial Group, LLC
67,499$1.9M0.2%ETFLowSan Rafael, CA2026-10-13
Tactive Advisors, LLC
67,205$1.9M0.5%ETFHighJacksonville, FL2026-10-08
Visionary Horizons, LLC
64,408$1.8M0.7%ETFLowKnoxville, TN2026-10-22
Fifth Third Securities, Inc.
60,970$1.7M0.1%ETFLowCincinnati, OH2026-10-21
Bailard, Inc.
58,433$1.7M0.0%GrowthMediumFoster City, CA2026-10-13
Pacific Park Financial, Inc.
58,262$1.7M1.0%ETFMediumLagina Hills, CA2026-10-13
Wealthcare Advisory Partners LLC
56,010$1.6M0.0%ETFLowWest Chester, PA2026-10-21
Genesis Private Wealth, LLC
55,921$1.6M0.5%ETFLowAshburn, VA2026-11-02
Intrua Financial, LLC
50,792$1.5M0.1%ETFMediumHouston, TX2026-10-28
TD Private Client Wealth LLC
50,290$1.4M0.0%ETFLowNew York, NY2026-10-28
Private Trust Co NA
47,713$1.4M0.1%CoreLowCleveland, OH2026-10-20
Breakwater Investment Management
47,290$1.4M0.4%ETFLowSeattle, WA2026-10-20
Vise Technologies, Inc.
45,744$1.3M0.0%IndexLowNew York, NY2026-10-29
Successful Portfolios LLC
41,568$1.2M0.5%CoreVery LowClearwater, FL2026-10-09
Kohmann Bosshard Financial Services, LLC
40,290$1.2M0.1%ETFLowFairlawn, OH2026-11-04
Integrated Advisors Network LLC
37,212$1.1M0.0%GrowthMediumDallas, TX2026-10-20
XY Planning Network, Inc.
34,586$991.6K0.1%ETFLowBozeman, MT2026-10-14
Puff Wealth Management, LLC
34,238$981.6K0.9%ETFLowHaddonfield, NJ2026-10-07
Layline Advisors, LLC
34,207$980.7K0.9%ETFLowRochester, NY2026-11-02
WealthSpring Partners, LLC
33,670$965.3K1.0%ETFLowLong Beach, CA2026-10-14
Evanson Financial, LLC
32,523$932.4K0.0%ETFN/AMclean, VA2026-10-23
Maia Wealth LLC
32,255$924.8K0.1%ETFMediumDenver, CO2026-10-19
Oregon Pacific Wealth Management, LLC
31,473$902.3K0.8%ETFMediumMedford, OR2026-10-20
Altfest L J & Co Inc
31,215$894.9K0.1%ETFHighNew York, NY2026-10-27
Downshift Financial, LLC
31,103$891.7K0.4%ETFLowBoulder, CO2026-10-13
Kestra Advisory Services, LLC
30,931$886.8K0.0%CoreLowAustin, TX2026-11-02
Cullen T Bankers, Inc.
30,741$881.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Ashton Thomas Private Wealth, LLC
27,942$801.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Capital Management Associates, Inc
26,880$770.7K0.2%ETFLowMinneapolis, MN2026-10-20
Sowell Financial Services LLC
25,614$734.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Paladin Wealth, LLC
25,263$724.3K0.4%CoreLowArden Hills, MN2026-10-23
Allen Capital Group, LLC
24,469$701.5K0.1%CoreLowGrand Island, NE2026-10-27
Portland Financial Advisors Inc
22,708$651.0K1.1%ETFVery LowPort Washington, NY2026-10-26
Slow Capital, Inc.
22,514$645.5K0.1%Agg GrowthLowGreenbrae, CA2026-10-23
Choreo, LLC
21,152$606.4K0.0%IndexLowRockford, IL2026-10-28
Trilogy Capital Inc.
21,054$603.6K0.0%ETFMediumIrvine, CA2026-10-20
Founders Grove Wealth Partners, LLC
19,913$570.9K0.1%ETFLowRichmond, VA2026-10-16
Destiny Capital Corp
19,740$565.9K0.3%ETFVery LowDenver, CO2026-11-03
Citigroup Inc
18,489$530.1K0.0%CoreMediumNew York, NY2026-11-04
Evensky & Katz LLC
18,471$5300.0%ETFVery LowCoral Gables, FL2026-10-27
Clark Asset Management, LLC
17,757$509.1K0.0%ETFVery LowStratham, NH2026-10-19
Cranbrook Wealth Management, LLC
17,557$503.4K0.1%ETFVery LowBloomfield Hills, MI2026-10-28
Ascent Group, LLC
17,546$503.0K0.0%CoreLowVirginia Beach, VA2026-10-30
Onyx Bridge Wealth Group LLC
17,232$494.0K0.0%ETFMediumTarrytown, NY2026-10-16
Formidable Asset Management, LLC
16,904$490.4K0.1%CoreLowCincinnati, OH2026-11-03
Wesbanco Bank Inc
15,865$454.9K0.0%CoreLowWheeling, WV2026-11-04
Acropolis Investment Management, LLC
15,186$435.4K0.0%ETFLowSt. Louis, MO2026-10-08
Parallel Advisors, LLC
15,045$431.3K0.0%IndexLowSan Francisco, CA2026-11-03
Latitude Advisors, LLC
14,510$416.0K0.1%ETFLowYorkville, IL2026-10-27
Carnegie Investment Counsel
14,273$409.2K0.0%CoreLowPepper Pike, OH2026-10-20
Centurion Wealth Management LLC
13,391$383.9K0.1%ETFMediumMclean, VA2026-10-13
B. Riley Wealth Advisors, Inc.
12,417$356.0K0.0%GrowthLowMemphis, TN2026-10-13
Nemes Rush Group LLC
12,023$344.7K0.0%CoreVery LowNovi, MI2026-11-04
KWB Wealth
12,022$344.7K0.0%ETFMediumRedlands, CA2026-10-16
Trek Financial, LLC
11,252$322.6K0.0%ETFHighScottsdale, AZ2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
11,222$321.7K0.1%GrowthHighTampa, FL2026-10-15
Creative Planning
11,051$316.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Tandem Investment Partners LLC
10,538$302.1K0.2%ETFLowBordentown, NJ2026-10-16
Highline Wealth Partners LLC
10,436$299.2K0.1%ETFMediumSherman Oaks, CA2026-10-19
SMI Advisory Services, LLC
10,174$291.7K0.0%ETFMediumColumbus, IN2026-10-13
Leo Wealth, LLC
10,000$286.7K0.1%CoreLowHurst, TX2026-10-26
Vavra Capital Management, LLC
9,795$280.8K0.2%ETFLowCollegeville, PA2026-10-14
IFP Advisors, Inc
9,769$280.1K0.0%GrowthLowTampa, FL2026-10-16
SAX Wealth Advisors, LLC
9,585$274.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Richardson Financial Services Inc.
8,990$257.7K0.1%GrowthMediumMedway, MA2026-10-30
First Heartland Consultants, Inc.
8,954$256.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Narwhal Capital Management
8,853$253.8K0.0%CoreLowMarietta, GA2026-11-04
Financial Enhancement Group LLC
8,647$247.7K0.0%ETFMediumAnderson, IN2026-10-08
MBE Wealth Management, LLC
8,598$246.5K0.1%ETFVery LowTomah, WI2026-10-26
Y-Intercept (Hong Kong) Ltd
8,282$237.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
First Horizon Corp
8,205$235.2K0.0%CoreLowMemphis, TN2026-10-26
Chesley Taft & Associates LLC
8,150$233.7K0.0%CoreLowChicago, IL2026-10-13
Sigma Planning Corp
7,970$228.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Founders Financial Securities LLC
7,890$226.2K0.0%ETFMediumTowson, MD2026-10-28
Invested Advisors
7,840$224.8K0.2%CoreMediumState College, PA2026-10-23
BetterWealth, LLC
7,796$223.5K0.0%ETFVery LowSan Jose, CA2026-10-15
Altiora Financial Group, LLC
7,525$215.7K0.0%ETFLowLebanon, OH2026-11-04
CoreCap Advisors, LLC
7,407$212.4K0.0%ETFMediumSouthfield, MI2026-10-08
Optima Capital LLC
7,272$208.5K0.1%ETFHighPortland, OR2026-10-29
Essex Bank
7,182$205.8K0.0%CoreLowEssex, CT2026-10-16
Financial Network Wealth Advisors LLC
7,055$202.3K0.2%ETFLowMurray, UT2026-10-28
Midwest Heritage Bank, FSB
7,044$202.0K0.1%ETFVery LowWest Des Moines, IA2026-10-26
Tsfg, LLC
5,931$1700.0%ETFLowLake Forest, IL2026-10-23
TD Waterhouse Canada Inc.
5,899$169.8K0.0%CoreLowToronto, Australia2026-10-16
Spire Wealth Management
5,000$143.4K0.0%GrowthMediumMclean, VA2026-10-30
Your Advocates Ltd., LLP
4,457$127.8K0.0%ETFLowHouston, TX2026-11-03
Kroeger Financial Partners
3,723$106.7K0.1%ETFN/AGrass Valley, CA2026-10-19
Portfolio Resources Advisor Group, Inc.
3,150$91.4K0.1%ETFMediumCoral Gables, FL2026-10-20
Wealth Enhancement Trust Services, Inc.
2,929$84.0K0.0%GrowthMediumSioux Falls, SD2026-10-07
Retirement Wealth Solutions LLC
2,818$80.8K0.0%ETFLowMarshfield, WI2026-10-07
Eastern Bank
2,766$79.3K0.0%GrowthMediumBoston, MA2026-10-05
SBI Securities Co., Ltd.
2,289$65.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Versant Capital Management, Inc
2,286$65.5K0.0%GARPLowPhoenix, AZ2026-10-02
Capital Investment Advisory Services, LLC
2,173$62.2K0.0%CoreMediumRaleigh, NC2026-10-30
Pinnacle Bancorp, Inc.
2,100$60.2K0.0%CoreVery LowBeatrice, NE2026-10-21
EverSource Wealth Advisors, LLC
2,052$58.8K0.0%CoreMediumBirmingham, AL2026-11-04
USA Financial Formulas
1,514$43.4K0.0%ETFVery HighAda, MI2026-10-16
Phillip James Consulting Co.
1,355$38.8K0.0%ETFVery HighPlymouth, MN2026-11-03
EPG Wealth Management LLC
1,190$34.1K0.0%GrowthLowAtlanta, GA2026-11-03
Moisand Fitzgerald Tamayo, LLC
892$25.6K0.0%ETFVery LowOrlando, FL2026-10-15
Investors Research Corp
735$21.1K0.0%ETFLowAtlanta, GA2026-10-07
Aventus Investment Advisors, Inc.
672$19.3K0.0%ETFLowNaples, FL2026-10-09
Root Financial Partners, LLC
619$17.7K0.0%ETFMediumEncinitas, CA2026-10-21
Indiana Trust & Investment Management Co
550$15.8K0.0%GrowthLowMishawaka, IN2026-10-22
Mather Group, Llc.
461$13.2K0.0%ETFMediumChicago, IL2026-10-14
Lodestone Wealth Management LLC
345$9.9K0.0%CoreLowSpokane, WA2026-10-14
Asset Dedication, LLC
345$9.9K0.0%ETFLowSan Francisco, CA2026-11-03
Kelleher Financial Advisors
316$9.1K0.0%CoreMediumNew York, NY2026-10-30
GK Wealth Management LLC
299$8.6K0.0%GARPVery HighReno, NV2026-10-09
Buck Wealth Strategies, LLC
272$7.8K0.0%ValueMediumDenver, CO2026-10-28
Elevated Capital Advisors, LLC
238$6.8K0.0%ETFMediumSandy, UT2026-11-04
Brown, Lisle Ings, Inc.
200$5.7K0.0%CoreVery LowProvidence, RI2026-10-16
Cape Investment Advisory, Inc.
82$2.4K0.0%ETFLowMcdonough, GA2026-10-13
Kingdom Financial Group Llc.
69$2.0K0.0%ETFMediumPeoria, AZ2026-11-04
AlphaCore Capital LLC
45$1.3K0.0%ETFLowLa Jolla, CA2026-11-04
Affinity Wealth LLC
45$1.3K0.0%ETFHighCanton, OH2026-11-03
Golden State Wealth Management, LLC
37$1.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Triumph Capital Management
36$1.0K0.0%ETFMediumDenver, CO2026-10-14
Spurstone Advisory Services, LLC
24$6870.0%CoreLowHigganum, CT2026-11-02
Ascentis Independent Advisors
23$6590.0%ETFLowDallas, TX2026-11-03
Compass Financial Management LLC
18$5160.0%CoreN/ATampa, FL2026-10-30
Allspring Global Investments Holdings, LLC
12$3300.0%CoreMediumCharlotte, NC2026-11-04
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04