FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,150.10-0.16%
XLE56.75-0.21%
STOXX50E5,860.32-0.39%
XLF51.780.70%
FTSE10,321.09-0.56%
IXIC24,856.490.08%
RUT2,785.75-0.04%
GSPC7,167.540.03%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:05 PM
CUSIP 78464A409

SPDR SERIES TRUST

451 institutions · $31.20B total · 292,693,813 shares

#ManagerSharesValue% of TotalPeriod
1LPL Financial LLC40,217,777$4.29B13.74%2025-12-31
2Financial Engines Advisors L.L.C.17,287,655$1.84B5.90%2025-12-31
3Allworth Financial LP12,375,167$1.32B4.22%2025-12-31
4ENVESTNET ASSET MANAGEMENT INC11,183,332$1.19B3.82%2025-12-31
5AMERIPRISE FINANCIAL INC10,288,880$1.10B3.51%2025-12-31
6MORGAN STANLEY8,865,936$946.0M3.02%2025-12-31
7GOLDMAN SACHS GROUP INC8,618,858$919.6M2.94%2025-12-31
8Horizon Investments, LLC5,252,002$560.4M1.79%2025-12-31
9JPMORGAN CHASE & CO4,937,621$526.8M1.68%2025-12-31
10Valmark Advisers, Inc.4,661,198$497.3M1.59%2025-12-31
11HB Wealth Management, LLC4,781,932$489.3M1.63%2025-12-31
12VANTAGEPOINT INVESTMENT ADVISERS LLC4,440,041$473.8M1.51%2025-12-31
13Dynasty Wealth Management, LLC3,835,955$409.3M1.31%2025-12-31
14Orgel Wealth Management, LLC3,690,972$393.8M1.26%2025-12-31
15Quotient Wealth Partners, LLC3,688,225$393.5M1.26%2025-12-31
16Equitable Holdings, Inc.3,561,440$380.0M1.21%2025-12-31
17UBS Group AG3,553,351$379.1M1.21%2025-12-31
18Advisory Alpha, LLC3,498,263$373.3M1.19%2025-12-31
19Cetera Investment Advisers3,098,659$330.6M1.05%2025-12-31
20RAYMOND JAMES FINANCIAL INC3,073,604$328.0M1.05%2025-12-31
21BANK OF AMERICA CORP /DE/2,744,477$292.8M0.93%2025-12-31
22Willis Johnson & Associates, Inc.2,687,977$286.8M0.91%2025-12-31
23Kestra Investment Management, LLC2,615,739$279.1M0.89%2025-12-31
24Royal Bank of Canada2,423,303$258.6M0.82%2025-12-31
25HighTower Advisors, LLC2,378,570$253.8M0.81%2025-12-31
26Private Advisor Group, LLC2,176,695$232.3M0.74%2025-12-31
27NorthRock Partners, LLC2,095,412$223.6M0.71%2025-12-31
28OSAIC HOLDINGS, INC.2,025,407$216.1M0.69%2025-12-31
29WELLS FARGO & COMPANY/MN2,016,176$215.1M0.68%2025-12-31
30Connecticut Wealth Management, LLC1,942,123$207.2M0.66%2025-12-31
31SCS Capital Management LLC1,845,611$196.9M0.63%2025-12-31
32FMR LLC1,836,331$195.9M0.62%2025-12-31
33TIAA TRUST, NATIONAL ASSOCIATION1,732,070$184.8M0.59%2025-12-31
34STIFEL FINANCIAL CORP1,721,481$183.7M0.58%2025-12-31
35COMMONWEALTH EQUITY SERVICES, LLC1,625,592$173.5M0.55%2025-12-31
36TRUIST FINANCIAL CORP1,542,822$164.6M0.52%2025-12-31
37Savant Capital, LLC1,521,672$162.4M0.51%2025-12-31
38Kingsview Wealth Management, LLC1,507,349$160.8M0.51%2025-12-31
39Syntegra Private Wealth Group, LLC1,473,080$157.2M0.50%2025-12-31
40CoreCap Advisors, LLC1,466,667$156.5M0.50%2025-12-31
41Focused Wealth Management, Inc1,460,801$155.9M0.49%2025-12-31
42AlphaStar Capital Management, LLC1,356,785$144.8M0.46%2025-12-31
43BENJAMIN EDWARDS INC1,289,298$137.6M0.44%2025-12-31
44NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,263,714$134.8M0.43%2025-12-31
45PRUDENTIAL FINANCIAL INC1,204,708$129.5M0.41%2025-12-31
46DIVERSIFY WEALTH MANAGEMENT, LLC1,186,882$128.3M0.40%2025-12-31
47First National Trust Co1,164,460$124.2M0.39%2025-12-31
48OLD NATIONAL BANCORP /IN/1,106,863$118.1M0.37%2025-12-31
49MML INVESTORS SERVICES, LLC1,105,609$118.0M0.37%2025-12-31
50Octavia Wealth Advisors, LLC1,104,283$117.8M0.37%2025-12-31
51AE Wealth Management LLC1,023,992$109.3M0.34%2025-12-31
52Clark Capital Management Group, Inc.997,415$106.4M0.34%2025-12-31
53EXCHANGE TRADED CONCEPTS, LLC994,160$106.1M0.33%2025-12-31
54CLIFTONLARSONALLEN WEALTH ADVISORS, LLC983,706$105.0M0.33%2025-12-31
55KWB Wealth982,199$104.8M0.33%2025-12-31
56FOUNDERS FINANCIAL SECURITIES LLC969,914$103.5M0.33%2025-12-31
57Waverly Advisors, LLC929,551$99.2M0.31%2025-12-31
58Corient Private Wealth LLC885,327$93.8M0.30%2025-12-31
59Black Swift Group, LLC813,751$93.7M0.27%2025-12-31
60MAINSTAY CAPITAL MANAGEMENT LLC /ADV869,548$92.8M0.29%2025-12-31
61Compton Financial Group, LLC852,783$91.0M0.29%2025-12-31
62CIBC Private Wealth Group LLC847,510$90.4M0.28%2025-12-31
63Cannon Financial Strategists, Inc.819,440$87.4M0.27%2025-12-31
64Integrated Wealth Concepts LLC791,024$84.4M0.27%2025-12-31
65Ackerman Capital Advisors, LLC763,821$81.5M0.26%2025-12-31
66Kestra Advisory Services, LLC745,120$79.5M0.25%2025-12-31
67Creative Planning722,605$77.1M0.24%2025-12-31
68First Command Advisory Services, Inc.722,548$77.1M0.24%2025-12-31
69Envestnet Portfolio Solutions, Inc.717,778$76.6M0.24%2025-12-31
70Miracle Mile Advisors, LLC674,231$71.9M0.23%2025-12-31
71RESTON WEALTH MANAGEMENT LLC668,534$71.3M0.22%2025-12-31
72Klingman & Associates, LLC666,209$71.1M0.22%2025-12-31
73AXXCESS WEALTH MANAGEMENT, LLC636,240$67.9M0.21%2025-12-31
74SilverOak Wealth Management LLC619,961$66.1M0.21%2025-12-31
75RFG Advisory, LLC595,542$63.5M0.20%2025-12-31
76NICOLET ADVISORY SERVICES, LLC585,065$63.4M0.19%2025-12-31
77JONES FINANCIAL COMPANIES LLLP588,343$62.8M0.20%2025-12-31
78IHT Wealth Management, LLC583,434$62.3M0.19%2025-12-31
79CANANDAIGUA NATIONAL BANK & TRUST CO579,137$61.8M0.19%2025-12-31
80Mariner, LLC575,395$61.4M0.19%2025-12-31
81WEALTH ENHANCEMENT ADVISORY SERVICES, LLC551,537$59.4M0.18%2025-12-31
82Convergence Financial, LLC542,690$57.9M0.18%2025-12-31
83OARSMAN CAPITAL, INC.538,799$57.5M0.18%2025-12-31
84COURIER CAPITAL LLC515,922$55.0M0.17%2025-12-31
85CONFLUENCE INVESTMENT MANAGEMENT LLC512,335$54.7M0.17%2025-12-31
86Merit Financial Group, LLC510,584$54.5M0.17%2025-12-31
87Leicht Financial Planning & Wealth Management, Inc.502,853$53.7M0.17%2025-12-31
88Perennial Investment Advisors, LLC499,979$53.3M0.17%2025-12-31
89ELEVATION POINT WEALTH PARTNERS, LLC601,776$52.9M0.20%2025-12-31
90CGN Advisors LLC489,110$52.2M0.16%2025-12-31
91Virtue Capital Management, LLC75,887$51.8M0.02%2025-12-31
92Orion Porfolio Solutions, LLC471,522$50.3M0.16%2025-12-31
93Rodgers & Associates, LTD467,832$49.9M0.15%2025-12-31
94FLAGSHIP HARBOR ADVISORS, LLC593,343$47.5M0.20%2025-12-31
95Ameritas Advisory Services, LLC443,113$47.3M0.15%2025-12-31
96TRUEFG, LLC442,944$47.3M0.15%2025-12-31
97Baltimore-Washington Financial Advisors, Inc.434,944$46.4M0.14%2025-12-31
9871 West Capital Partners428,347$45.7M0.14%2025-12-31
99CITIZENS FINANCIAL GROUP INC/RI423,033$45.1M0.14%2025-12-31
100KESTRA PRIVATE WEALTH SERVICES, LLC400,791$42.8M0.13%2025-12-31
101Garrett Wealth Advisory Group, LLC399,911$42.7M0.13%2025-12-31
102NOTTINGHAM ADVISORS, INC.397,094$42.4M0.13%2025-12-31
103Waterloo Capital, L.P.394,930$42.1M0.13%2025-12-31
104Shepherd Financial Partners LLC382,010$40.8M0.13%2025-12-31
105ERn Financial, LLC380,325$40.6M0.12%2025-12-31
106Western Wealth Management, LLC377,223$40.2M0.12%2025-12-31
107Destiny Capital Corp/CO374,844$40.0M0.12%2025-12-31
108Aptus Capital Advisors, LLC371,646$39.7M0.12%2025-12-31
109Stratos Wealth Partners, LTD.371,105$39.6M0.12%2025-12-31
110Investments & Financial Planning, LLC359,459$38.4M0.12%2025-12-31
111WALLER FINANCIAL PLANNING GROUP, INC353,198$37.7M0.12%2025-12-31
112Keystone Financial Group349,716$37.3M0.11%2025-12-31
113Whitcomb & Hess, Inc.344,627$37.3M0.11%2025-12-31
114Sunburst Financial Group, LLC346,339$37.0M0.11%2025-12-31
115RIVERSEDGE ADVISORS, LLC341,218$36.4M0.11%2025-12-31
116WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV340,414$36.3M0.11%2025-12-31
117SIGNET FINANCIAL MANAGEMENT, LLC333,846$35.6M0.11%2025-12-31
118GREAT VALLEY ADVISOR GROUP, INC.333,328$35.6M0.11%2025-12-31
119Dakota Wealth Management333,250$35.6M0.11%2025-12-31
120Retirement Management Systems Inc.330,730$35.3M0.11%2025-12-31
121Higgins & Schmidt Wealth Strategies LLC329,429$35.2M0.11%2025-12-31
122ERTS Wealth Advisors, LLC328,574$35.1M0.11%2025-12-31
123Geneos Wealth Management Inc.326,689$34.9M0.11%2025-12-31
124NewEdge Advisors, LLC326,379$34.8M0.11%2025-12-31
125Leslie Global Wealth, LLC326,086$34.8M0.11%2025-12-31
126Gladstone Institutional Advisory LLC325,181$34.7M0.11%2025-12-31
127Alta Wealth Advisors LLC324,838$34.7M0.11%2025-12-31
128Tradewinds Capital Management, LLC317,021$33.8M0.10%2025-12-31
129VERUS CAPITAL PARTNERS, LLC312,469$33.3M0.10%2025-12-31
130Drake & Associates, LLC310,642$33.1M0.10%2025-12-31
131Diversify Advisory Services, LLC307,526$33.0M0.10%2025-12-31
132Kozak & Associates, Inc.305,082$32.9M0.10%2025-12-31
133Concurrent Investment Advisors, LLC307,151$32.8M0.10%2025-12-31
134Buska Wealth Management, LLC303,626$32.4M0.10%2025-12-31
135Sargent Investment Group, LLC297,599$31.8M0.10%2025-12-31
136C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors296,343$31.6M0.10%2025-12-31
137Summit Financial, LLC281,920$30.1M0.09%2025-12-31
138Symphony Financial, Ltd. Co.279,293$30.0M0.09%2025-12-31
139Eagle Strategies LLC276,403$29.5M0.09%2025-12-31
140BRANDYWINE OAK PRIVATE WEALTH LLC271,266$28.9M0.09%2025-12-31
141Clear Creek Financial Management, LLC268,270$28.6M0.09%2025-12-31
142PRINCIPAL SECURITIES, INC.267,120$28.5M0.09%2025-12-31
143ABOUND FINANCIAL, LLC266,594$28.4M0.09%2025-12-31
144QUEST INVESTMENT MANAGEMENT LLC255,149$27.2M0.08%2025-12-31
145TRANSCEND CAPITAL ADVISORS, LLC252,160$26.9M0.08%2025-12-31
146BALANCED WEALTH GROUP LLC256,059$26.8M0.08%2025-12-31
147INSPIRION WEALTH ADVISORS, LLC250,812$26.8M0.08%2025-12-31
148Focus Partners Wealth249,316$26.6M0.08%2025-12-31
149Fifth Third Wealth Advisors LLC248,951$26.6M0.08%2025-12-31
150FIFTH THIRD BANCORP246,777$26.3M0.08%2025-12-31
151Sanctuary Advisors, LLC249,948$26.1M0.08%2025-12-31
152JNBA Financial Advisors240,445$25.7M0.08%2025-12-31
153PFG Private Wealth Management, LLC237,252$25.3M0.08%2025-12-31
154Three Cord True Wealth Management, LLC236,886$25.3M0.08%2025-12-31
155Brookstone Capital Management236,381$25.2M0.08%2025-12-31
156Buck Wealth Strategies, LLC235,496$25.1M0.08%2025-12-31
157First Heartland Consultants, Inc.233,321$24.9M0.07%2025-12-31
158Prime Capital Investment Advisors, LLC231,958$24.7M0.07%2025-12-31
159VICUS CAPITAL231,179$24.7M0.07%2025-12-31
160Bank of New York Mellon Corp230,156$24.6M0.07%2025-12-31
161GM Advisory Group, LLC229,921$24.5M0.07%2025-12-31
162Choice Wealth Advisors, LLC229,856$24.5M0.07%2025-12-31
163CarsonAllaria Wealth Management, Ltd.227,294$24.3M0.07%2025-12-31
164TLWM224,775$24.0M0.07%2025-12-31
165BIP Wealth, LLC224,019$23.9M0.07%2025-12-31
166NICOLET BANKSHARES INC223,453$23.8M0.07%2025-12-31
167Horizon Wealth Management, LLC222,488$23.7M0.07%2025-12-31
168Fortitude Financial, LLC222,375$23.7M0.07%2025-12-31
169Rockefeller Capital Management L.P.512,138$23.6M0.17%2025-12-31
170TWIN FOCUS CAPITAL PARTNERS, LLC220,853$23.6M0.07%2025-12-31
171BCS Wealth Management220,563$23.5M0.07%2025-12-31
172MMA ASSET MANAGEMENT LLC220,020$23.5M0.07%2025-12-31
173Michael S. Ryan, Inc.219,665$23.4M0.07%2025-12-31
174Concord Wealth Partners219,265$23.4M0.07%2025-12-31
175CCG WEALTH MANAGEMENT, LLC218,371$23.3M0.07%2025-12-31
176Ciovacco Capital Management LLC218,034$23.3M0.07%2025-12-31
177WEALTH MANAGEMENT RESOURCES, INC.214,368$22.9M0.07%2025-12-31
178Annex Advisory Services, LLC212,889$22.7M0.07%2025-12-31
179GRANVILLE CAPITAL, INC.208,389$22.2M0.07%2025-12-31
180HORIZON FINANCIAL SERVICES, LLC207,357$22.1M0.07%2025-12-31
181Concord Asset Management, LLC/VA207,074$22.1M0.07%2025-12-31
182Investors Research Corp205,901$22.0M0.07%2025-12-31
183Hofer & Associates. Inc205,058$21.9M0.07%2025-12-31
184Collier Financial202,641$21.6M0.06%2025-12-31
185Advisors Capital Management, LLC201,783$21.5M0.06%2025-12-31
186Modern Wealth Management, LLC200,872$21.4M0.06%2025-12-31
187Stonebrook Private Inc.200,329$21.4M0.06%2025-12-31
188GHP Investment Advisors, Inc.198,574$21.2M0.06%2025-12-31
189Florida Trust Wealth Management Co198,282$21.2M0.06%2025-12-31
190Tower Wealth Partners, Inc.197,262$21.0M0.06%2025-12-31
191Harbor Group, Inc.192,812$20.6M0.06%2025-12-31
192IFG Advisory, LLC191,899$20.5M0.06%2025-12-31
193MONETA GROUP INVESTMENT ADVISORS LLC191,404$20.4M0.06%2025-12-31
194NORTHERN TRUST CORP187,846$20.0M0.06%2025-12-31
195Tempo Wealth, LLC185,004$19.7M0.06%2025-12-31
196Pinnacle Wealth Planning Services, Inc.184,861$19.7M0.06%2025-12-31
197SUSQUEHANNA INTERNATIONAL GROUP, LLP183,900$19.6M0.06%2025-12-31
198Navalign, LLC179,426$19.1M0.06%2025-12-31
199Rooted Wealth Advisors, Inc.183,995$19.1M0.06%2025-12-31
200Optas, LLC178,210$19.0M0.06%2025-12-31
201Portside Wealth Group, LLC174,191$18.6M0.05%2025-12-31
202Ensign Peak Advisors, Inc174,070$18.6M0.05%2025-12-31
203Gibbs Wealth Management168,316$18.2M0.05%2025-12-31
204Cornerstone Wealth Management, LLC170,110$18.2M0.05%2025-12-31
205Diligent Investors, LLC169,010$18.0M0.05%2025-12-31
206Trilogy Capital Inc.168,263$18.0M0.05%2025-12-31
207ALPHA CAPITAL ADVISORS INC /ADV162,821$17.6M0.05%2025-12-31
208Vertex Planning Partners, LLC159,390$17.0M0.05%2025-12-31
209Financial Gravity Asset Management, Inc.154,950$16.5M0.05%2025-12-31
210PECAUT & CO.154,790$16.5M0.05%2025-12-31
211WIN ADVISORS, INC154,627$16.5M0.05%2025-12-31
212Foguth Wealth Management, LLC.152,437$16.3M0.05%2025-12-31
213Lido Advisors, LLC151,744$16.0M0.05%2025-12-31
214BANK OF NOVA SCOTIA145,630$15.7M0.04%2025-12-31
215Magnus Financial Group LLC146,446$15.6M0.05%2025-12-31
216Goldstone Financial Group, LLC146,315$15.6M0.04%2025-12-31
217Hobart Private Capital, LLC145,883$15.6M0.04%2025-12-31
218Cerity Partners LLC145,062$15.5M0.04%2025-12-31
219Probity Advisors, Inc.144,776$15.4M0.04%2025-12-31
220TPG Financial Advisors, LLC143,175$15.3M0.04%2025-12-31
221Hilltop Partners LLC142,661$15.2M0.04%2025-12-31
222Millington Financial Advisors, LLC144,334$15.1M0.04%2025-12-31
223Sage Advisory Services, Ltd.Co.141,848$15.1M0.04%2025-12-31
224Benchmark Financial, LLC141,202$15.1M0.04%2025-12-31
225One Capital Management, LLC140,748$15.0M0.04%2025-12-31
226Boyd Wealth Management, LLC140,643$15.0M0.04%2025-12-31
227INTEGRITY ALLIANCE, LLC.139,162$14.8M0.04%2025-12-31
228Optimist Retirement Group LLC137,692$14.7M0.04%2025-12-31
229Centennial Wealth Advisory LLC137,486$14.7M0.04%2025-12-31
230Avestar Capital, LLC136,638$14.6M0.04%2025-12-31
231Gerber Kawasaki Wealth & Investment Management136,524$14.6M0.04%2025-12-31
232POM Investment Strategies, LLC135,833$14.5M0.04%2025-12-31
233SILVER OAK SECURITIES, INCORPORATED133,501$14.3M0.04%2025-12-31
234Fifth Third Securities, Inc. 133,874$14.3M0.04%2025-12-31
235CBM Financial, LLC132,335$13.8M0.04%2025-12-31
236Northwest Wealth Advisors, LLC128,537$13.7M0.04%2025-12-31
237Stone Wealth Partners126,943$13.5M0.04%2025-12-31
238EverSource Wealth Advisors, LLC126,883$13.5M0.04%2025-12-31
239POWER WEALTH MANAGEMENT LLC125,978$13.4M0.04%2025-12-31
240Independent Wealth Network Inc.124,250$13.3M0.04%2025-12-31
241TAGStone Capital, Inc.123,803$13.2M0.04%2025-12-31
2421834 INVESTMENT ADVISORS CO123,625$13.2M0.04%2025-12-31
243Asset Allocation Strategies LLC122,901$13.1M0.04%2025-12-31
244CARY STREET PARTNERS FINANCIAL LLC122,899$13.1M0.04%2025-12-31
245Sage Financial Management Group, Inc.121,581$13.0M0.04%2025-12-31
246Wealthcare Advisory Partners LLC120,989$12.9M0.04%2025-12-31
247Carnegie Investment Counsel120,894$12.9M0.04%2025-12-31
248SigFig Wealth Management, LLC118,560$12.7M0.04%2025-12-31
249Mirae Asset Global Investments Co., Ltd.118,267$12.6M0.04%2025-12-31
250CreativeOne Wealth, LLC117,670$12.6M0.04%2025-12-31
251Bridgewealth Advisory Group, LLC117,529$12.5M0.04%2025-12-31
252Synergy Investment Management, LLC116,001$12.4M0.03%2025-12-31
253Petix & Botte Co115,021$12.3M0.03%2025-12-31
254GenWealth Group, Inc.113,443$12.2M0.03%2025-12-31
255New England Capital Financial Advisors LLC113,593$12.1M0.03%2025-12-31
256Tranquilli Financial Advisor LLC111,892$11.9M0.03%2025-12-31
257Collaborative Wealth Managment Inc.111,357$11.9M0.03%2025-12-31
258Fortis Group Advisors, LLC109,863$11.8M0.03%2025-12-31
259Guardian Wealth Advisors, LLC109,799$11.7M0.03%2025-12-31
260BlackRock, Inc.109,743$11.7M0.03%2025-12-31
261IAG Wealth Partners, LLC109,340$11.7M0.03%2025-12-31
262Global Retirement Partners, LLC108,716$11.6M0.03%2025-12-31
263Baird Financial Group, Inc.108,439$11.6M0.03%2025-12-31
264Affinity Capital Advisors, LLC107,810$11.5M0.03%2025-12-31
265Sanchez Wealth Management Group106,143$11.3M0.03%2025-12-31
266Sterling Manor Financial, LLC105,767$11.3M0.03%2025-12-31
267Atria Investments, Inc105,597$11.3M0.03%2025-12-31
268HARBOUR INVESTMENTS, INC.104,937$11.2M0.03%2025-12-31
269CRUX WEALTH ADVISORS104,059$11.1M0.03%2025-12-31
270ArborFi Advisors, LLC103,378$11.0M0.03%2025-12-31
271Breachway Investments LLC102,862$11.0M0.03%2025-12-31
272Melone Private Wealth, LLC102,350$10.9M0.03%2025-12-31
273Cobblestone Asset Management LLC101,718$10.9M0.03%2025-12-31
274NewSquare Capital LLC101,231$10.8M0.03%2025-12-31
275Quent Long Short Global Small Cap Fund, LP99,308$10.6M0.03%2025-12-31
276Quent Capital, LLC99,308$10.6M0.03%2025-12-31
277Able Wealth Management LLC98,885$10.6M0.03%2025-12-31
278U.S. Capital Wealth Advisors, LLC98,671$10.5M0.03%2025-12-31
279MERITAGE PORTFOLIO MANAGEMENT98,308$10.5M0.03%2025-12-31
280Financial Management Professionals, Inc.97,670$10.4M0.03%2025-12-31
281Oxinas Partners Wealth Management LLC97,636$10.4M0.03%2025-12-31
282Aureum Wealth Management, LLC96,576$10.3M0.03%2025-12-31
283UNIVEST FINANCIAL Corp96,073$10.3M0.03%2025-12-31
284Wealthspire Advisors, LLC95,758$10.2M0.03%2025-12-31
285Parkway Wealth Management Group, LLC94,661$10.1M0.03%2025-12-31
286Meridian Wealth Management, LLC94,548$10.1M0.03%2025-12-31
287Glen Eagle Advisors, LLC94,395$10.1M0.03%2025-12-31
288Prepared Retirement Institute LLC94,117$10.0M0.03%2025-12-31
289Smartleaf Asset Management LLC92,826$10.0M0.03%2025-12-31
290United Advisor Group, LLC91,844$9.8M0.03%2025-12-31
291WRAPMANAGER INC91,569$9.8M0.03%2025-12-31
292Compass Financial Group, Inc.90,581$9.7M0.03%2025-12-31
293AQR CAPITAL MANAGEMENT LLC90,577$9.7M0.03%2025-12-31
294Intergy Private Wealth, LLC90,198$9.6M0.03%2025-12-31
295Apollon Financial, LLC89,660$9.6M0.03%2025-12-31
296MONECO Advisors, LLC89,533$9.6M0.03%2025-12-31
297LifePlan Financial, LLC89,196$9.5M0.03%2025-12-31
298DecisionMap Wealth Management, LLC89,099$9.5M0.03%2025-12-31
299Graney & King, LLC88,802$9.5M0.03%2025-12-31
300Asset One Wealth Management LLC87,697$9.4M0.02%2025-12-31
301Relyea Zuckerberg Hanson LLC87,756$9.4M0.02%2025-12-31
302Founders Capital Management87,639$9.4M0.02%2025-12-31
3031ST SOURCE BANK87,244$9.3M0.02%2025-12-31
304SFAM, LLC87,018$9.3M0.02%2025-12-31
305MEMBERS WEALTH LLC85,669$9.2M0.02%2025-12-31
306Beacon Bridge Wealth Partners, LLC84,830$9.1M0.02%2025-12-31
307Salomon & Ludwin, LLC84,088$9.0M0.02%2025-12-31
308Breakwater Capital Group84,396$9.0M0.02%2025-12-31
309Gilbert Capital Group, Inc.83,970$8.8M0.02%2025-12-31
310Financial Council, LLC82,094$8.8M0.02%2025-12-31
311Marion Wealth Management80,835$8.6M0.02%2025-12-31
312Venture Visionary Partners LLC80,613$8.6M0.02%2025-12-31
313TOBIAS FINANCIAL ADVISORS, INC.80,456$8.6M0.02%2025-12-31
314PRIVATE TRUST CO NA80,351$8.6M0.02%2025-12-31
315Wellspring Financial Advisors, LLC78,086$8.3M0.02%2025-12-31
316Macco Financial Group, Inc.77,894$8.3M0.02%2025-12-31
317WealthPlan Investment Management, LLC77,620$8.3M0.02%2025-12-31
318Key Financial Inc77,454$8.3M0.02%2025-12-31
319MGO ONE SEVEN LLC76,620$8.2M0.02%2025-12-31
320MERCER GLOBAL ADVISORS INC /ADV76,221$8.1M0.02%2025-12-31
321Occidental Asset Management, LLC76,063$8.1M0.02%2025-12-31
322CITADEL ADVISORS LLC75,200$8.0M0.02%2025-12-31
323TritonPoint Partners, LLC74,949$8.0M0.02%2025-12-31
324M&T Bank Corp74,153$7.9M0.02%2025-12-31
325MOTIVE WEALTH ADVISORS74,022$7.9M0.02%2025-12-31
326City Center Advisors, LLC73,882$7.9M0.02%2025-12-31
327Ascent Group, LLC72,955$7.8M0.02%2025-12-31
328CAPTRUST FINANCIAL ADVISORS71,904$7.7M0.02%2025-12-31
329Mutual Advisors, LLC71,199$7.6M0.02%2025-12-31
330Jackson Wealth Management, LLC71,119$7.6M0.02%2025-12-31
331WCG Wealth Advisors LLC71,089$7.6M0.02%2025-12-31
332Capital Advisory Group Advisory Services, LLC70,813$7.6M0.02%2025-12-31
333HANCOCK WHITNEY CORP70,379$7.5M0.02%2025-12-31
334Systematic Alpha Investments, LLC70,000$7.5M0.02%2025-12-31
335OPPENHEIMER & CO INC69,890$7.5M0.02%2025-12-31
336Oak Harvest Investment Services69,018$7.4M0.02%2025-12-31
337Farther Finance Advisors, LLC68,608$7.3M0.02%2025-12-31
338Auour Investments LLC68,478$7.3M0.02%2025-12-31
339One Day In July LLC68,340$7.3M0.02%2025-12-31
340Stratos Wealth Advisors, LLC68,229$7.3M0.02%2025-12-31
341Stonebridge Financial Group, LLC68,131$7.3M0.02%2025-12-31
342FLYNN ZITO CAPITAL MANAGEMENT, LLC68,096$7.3M0.02%2025-12-31
343Patriot Financial Group Insurance Agency, LLC66,653$7.1M0.02%2025-12-31
344Avior Wealth Management, LLC66,493$7.1M0.02%2025-12-31
345Hoxton Planning & Management, LLC66,407$7.1M0.02%2025-12-31
346DENVER WEALTH MANAGEMENT, INC.65,888$7.0M0.02%2025-12-31
347DAGCO, INC.65,761$7.0M0.02%2025-12-31
348Wealth Watch Advisors, INC64,903$6.9M0.02%2025-12-31
349PRAIRIEVIEW WEALTH PARTNERS, LLC64,143$6.8M0.02%2025-12-31
350Beacon Pointe Advisors, LLC62,601$6.7M0.02%2025-12-31
351Canandaigua National Trust Co of Florida62,351$6.7M0.02%2025-12-31
352Golden State Wealth Management, LLC62,018$6.6M0.02%2025-12-31
353Dogwood Wealth Management LLC61,958$6.6M0.02%2025-12-31
354Chatterton & Associates Inc.61,532$6.6M0.02%2025-12-31
355ASSETMARK, INC60,991$6.5M0.02%2025-12-31
356AMERICAN FINANCIAL & TAX STRATEGIES INC60,402$6.4M0.02%2025-12-31
357EP Wealth Advisors, LLC60,240$6.4M0.02%2025-12-31
358BURNEY CO/59,821$6.4M0.02%2025-12-31
359Braun-Bostich & Associates Inc.59,295$6.3M0.02%2025-12-31
360Buttonwood Financial Group, LLC58,399$6.3M0.01%2025-12-31
361Gateway Wealth Partners, LLC57,999$6.2M0.01%2025-12-31
362HAMILTON CAPITAL PARTNERS, LLC57,657$6.2M0.01%2025-12-31
363PSI Advisors, LLC57,650$6.2M0.01%2025-12-31
364WealthPLAN Partners, LLC57,092$6.1M0.01%2025-12-31
365PALLADIEM, LLC56,408$6.1M0.01%2025-12-31
366TUDOR INVESTMENT CORP ET AL57,795$6.0M0.01%2025-12-31
367Asset Management Group, Inc.55,961$6.0M0.01%2025-12-31
368Measured Wealth Private Client Group, LLC55,582$5.9M0.01%2025-12-31
369Echo Wealth Management, LLC55,289$5.9M0.01%2025-12-31
370RETIREMENT FINANCIAL SOLUTIONS, LLC54,761$5.8M0.01%2025-12-31
371CARY STREET PARTNERS INVESTMENT ADVISORY LLC53,886$5.7M0.01%2025-12-31
372Cornerstone Wealth Group, LLC53,755$5.7M0.01%2025-12-31
373Steward Partners Investment Advisory, LLC53,509$5.7M0.01%2025-12-31
374Stone Summit Wealth LLC52,507$5.6M0.01%2025-12-31
375Gotham Asset Management, LLC52,300$5.6M0.01%2025-12-31
376REGIMEN WEALTH, LLC52,059$5.6M0.01%2025-12-31
377Freestone Capital Holdings, LLC51,760$5.5M0.01%2025-12-31
378Darwin Wealth Management, LLC51,735$5.5M0.01%2025-12-31
379GoalVest Advisory LLC51,410$5.5M0.01%2025-12-31
380WealthTrak Capital Management LLC51,251$5.5M0.01%2025-12-31
381Faithward Advisors, LLC51,109$5.5M0.01%2025-12-31
382MidFirst Bank51,067$5.4M0.01%2025-12-31
383RED CRANE WEALTH MANAGEMENT, LLC51,017$5.4M0.01%2025-12-31
384Davidson Capital Management Inc.50,909$5.4M0.01%2025-12-31
385YHB Investment Advisors, Inc.50,255$5.4M0.01%2025-12-31
386Dynamic Wealth Strategies, LLC50,205$5.4M0.01%2025-12-31
387RAINIER FAMILY WEALTH INC50,000$5.3M0.01%2025-12-31
388TOWNSQUARE CAPITAL LLC49,856$5.3M0.01%2025-12-31
389PAX Financial Group, LLC49,130$5.2M0.01%2025-12-31
390Inman Jager Wealth Management, LLC48,831$5.2M0.01%2025-12-31
391Uptown Financial Advisors LLC48,337$5.2M0.01%2025-12-31
392PNC Financial Services Group, Inc.47,975$5.1M0.01%2025-12-31
393Compass Financial Services Inc47,943$5.1M0.01%2025-12-31
394&PARTNERS47,718$5.1M0.01%2025-12-31
395UNITED CAPITAL FINANCIAL ADVISORS, LLC47,102$5.0M0.01%2025-12-31
396JANE STREET GROUP, LLC46,900$5.0M0.01%2025-12-31
397McNaughton Wealth Management, LLC46,657$5.0M0.01%2025-12-31
398Wealth Advisors of Iowa, LLC46,495$5.0M0.01%2025-12-31
399Koshinski Asset Management, Inc.45,791$4.9M0.01%2025-12-31
400HUNTINGTON NATIONAL BANK45,617$4.9M0.01%2025-12-31
401JDM Financial Group LLC45,234$4.8M0.01%2025-12-31
402COMERICA BANK45,106$4.8M0.01%2025-12-31
403HILL ISLAND FINANCIAL LLC44,845$4.8M0.01%2025-12-31
404Rollins Financial Advisors, LLC44,613$4.8M0.01%2025-12-31
405MidAtlantic Capital Management, Inc.44,545$4.8M0.01%2025-12-31
406QUADRANT CAPITAL GROUP LLC44,532$4.8M0.01%2025-12-31
407Private Wealth Group, LLC44,428$4.7M0.01%2025-12-31
408Sightline Wealth Advisors, LLC44,368$4.7M0.01%2025-12-31
409Sentinus, LLC44,243$4.7M0.01%2025-12-31
410Boulder Wealth Advisors, LLC44,216$4.7M0.01%2025-12-31
411Aventus Investment Advisors, Inc.44,193$4.7M0.01%2025-12-31
412Luken Investment Analytics, LLC44,185$4.7M0.01%2025-12-31
413Nvest Financial, LLC44,109$4.7M0.01%2025-12-31
414Continuum Advisory, LLC44,054$4.7M0.01%2025-12-31
415Lionshead Wealth Management, LLC43,544$4.6M0.01%2025-12-31
416Westwood Wealth Management43,544$4.6M0.01%2025-12-31
417GREENWOOD GEARHART INC43,308$4.6M0.01%2025-12-31
418BURKE & HERBERT BANK & TRUST CO43,146$4.6M0.01%2025-12-31
419Savvy Advisors, Inc.43,097$4.6M0.01%2025-12-31
420Partners in Financial Planning42,929$4.6M0.01%2025-12-31
421American Trust42,713$4.6M0.01%2025-12-31
422Cannon Wealth Management Services, LLC42,691$4.6M0.01%2025-12-31
423NORDEN GROUP LLC42,634$4.5M0.01%2025-12-31
424Advisory Services Network, LLC42,476$4.5M0.01%2025-12-31
425Opal Wealth Advisors, LLC41,993$4.5M0.01%2025-12-31
426Modera Wealth Management, LLC41,930$4.5M0.01%2025-12-31
427Inspire Advisors, LLC41,781$4.5M0.01%2025-12-31
428RDA Financial Network41,640$4.4M0.01%2025-12-31
429Sequoia Financial Advisors, LLC41,050$4.4M0.01%2025-12-31
430MBL Wealth, LLC40,756$4.3M0.01%2025-12-31
431Milestone Asset Management Group, LLC40,604$4.3M0.01%2025-12-31
432AGH Wealth Advisors, LLC40,549$4.3M0.01%2025-12-31
433Apollon Wealth Management, LLC40,424$4.3M0.01%2025-12-31
434Advisor OS, LLC40,182$4.3M0.01%2025-12-31
435MISSION WEALTH MANAGEMENT, LP39,995$4.3M0.01%2025-12-31
436Foundations Investment Advisors, LLC39,950$4.3M0.01%2025-12-31
437MONEY CONCEPTS CAPITAL CORP39,476$4.2M0.01%2025-12-31
438BUFFALO BUSINESS & ESTATE SERVICES LTD39,249$4.2M0.01%2025-12-31
439MPWM ADVISORY SOLUTIONS, LLC38,644$4.1M0.01%2025-12-31
440KINGSWOOD WEALTH ADVISORS, LLC38,349$4.1M0.01%2025-12-31
441Cooper Financial Group38,273$4.1M0.01%2025-12-31
442O'SHAUGHNESSY ASSET MANAGEMENT, LLC38,024$4.1M0.01%2025-12-31
443WealthShield Partners, LLC37,957$4.1M0.01%2025-12-31
444N.E.W. Advisory Services LLC37,488$4.0M0.01%2025-12-31
445Quantinno Capital Management LP37,196$4.0M0.01%2025-12-31
446COLTON GROOME FINANCIAL ADVISORS, LLC37,063$4.0M0.01%2025-12-31
447World Investment Advisors84,798$3.9M0.02%2025-12-31
448MBM WEALTH CONSULTANTS, LLC36,087$3.9M0.01%2025-12-31
449IFP Advisors, Inc36,007$3.8M0.01%2025-12-31
450Cavalier Investments, LLC35,780$3.8M0.01%2025-12-31
451Clear Retirement Advice LLC36,322$3.8M0.01%2025-12-31