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Institutions Holding SPTM (739 holders)

739 institutions currently hold SPTM, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
LPL Financial LLC$672.2M0.18%
ASSETMARK, INC$429.8M0.88%
Creative Planning$326.2M0.22%
CWM, LLC$264.8M0.70%
Private Advisor Group, LLC$244.5M1.15%
Valmark Advisers, Inc.$232.4M2.76%
Tidal Investments LLC$228.9M0.48%
Wealthcare Advisory Partners LLC$204.5M3.98%
Hughes Financial Services, LLC$132.2M20.31%
Professional Financial Advisors, LLC$121.2M24.67%
MORGAN STANLEY$121.0M0.01%
OSAIC HOLDINGS, INC.$113.6M0.17%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$112.1M0.23%
Syntegra Private Wealth Group, LLC$111.7M10.61%
Modern Wealth Management, LLC$110.4M1.89%
AMERIPRISE FINANCIAL INC$100.8M0.02%
Keener Financial Planning LLC$85.9M36.11%
Allworth Financial LP$84.7M0.34%
ARS Wealth Advisors Group, LLC$81.6M6.89%
WELLS FARGO & COMPANY/MN$81.1M0.02%
ENVESTNET ASSET MANAGEMENT INC$79.9M0.02%
BANK OF AMERICA CORP /DE/$77.0M0.01%
Rockbridge Investment Management, LCC$73.8M6.63%
Independent Advisor Alliance$71.4M0.77%
COLDSTREAM CAPITAL MANAGEMENT INC$70.4M0.87%
Legacy Private Trust Co.$70.0M4.31%
Wealthquest Corp$69.4M5.24%
Financial Strategies Group, Inc.$67.4M11.28%
VOISARD ASSET MANAGEMENT GROUP, INC.$66.4M14.17%
Rosenberg Matthew Hamilton$65.3M13.37%
Blueprint Investment Partners LLC$59.9M6.11%
RAYMOND JAMES FINANCIAL INC$59.5M0.02%
Baltimore-Washington Financial Advisors, Inc.$59.4M2.56%
Cambridge Investment Research Advisors, Inc.$59.3M0.15%
Shepherd Financial Partners LLC$59.0M5.60%
Cerity Partners LLC$58.7M0.08%
B.O.S.S. Retirement Advisors, LLC$55.9M17.05%
HUNTINGTON NATIONAL BANK$54.6M0.30%
Weitzel Financial Services, Inc.$54.0M20.35%
Advisors Capital Management, LLC$51.3M0.60%
AQR CAPITAL MANAGEMENT LLC$50.5M0.02%
Winch Advisory Services, LLC$47.1M10.75%
CVFG LLC$46.2M5.74%
Stratos Wealth Partners, LTD.$44.5M0.51%
Aquire Wealth Advisors, LLC$38.4M10.10%
GM Advisory Group, LLC$38.1M1.47%
Symphony Financial, Ltd. Co.$37.5M4.97%
Equitable Holdings, Inc.$37.1M0.24%
Geneos Wealth Management Inc.$36.8M0.85%
Winthrop Advisory Group LLC$36.7M3.00%
Kingsview Wealth Management, LLC$36.6M0.50%
N.E.W. Advisory Services LLC$36.1M2.70%
Cetera Investment Advisers$35.1M0.04%
Rialto Wealth Management, LLC$33.7M7.58%
Treasure Coast Financial Planning$32.9M16.96%
Blueprint Financial Advisors LLC$32.8M4.86%
PARK AVENUE SECURITIES LLC$32.7M0.26%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$32.6M5.21%
Focus Partners Wealth$31.6M0.04%
Jaffetilchin Investment Partners, LLC$31.5M1.87%
JPMORGAN CHASE & CO$30.2M0.00%
HighPoint Advisor Group LLC$29.3M1.23%
Rinkey Investments$28.9M7.39%
Jacobi Capital Management LLC$28.7M1.61%
Owl Creek Wealth Partners LLC$28.1M10.03%
Financial Planning Fort Collins, LLC$27.5M20.64%
Boston Standard Wealth Management, LLC$26.8M4.38%
Gateway Wealth Partners, LLC$25.8M1.00%
RFG Advisory, LLC$25.2M0.46%
MONEY CONCEPTS CAPITAL CORP$24.9M1.38%
Navigation Group, LLC$24.6M5.76%
Focus Partners Advisor Solutions, LLC$24.2M0.24%
Fox Financial, Inc$24.0M19.59%
RVW Wealth, LLC$23.9M1.86%
DORVAL Corp$23.1M7.17%
Bridgewealth Advisory Group, LLC$22.8M4.73%
SigFig Wealth Management, LLC$22.8M0.67%
ABOUND FINANCIAL, LLC$22.7M9.94%
Zhang Financial LLC$22.4M0.77%
Wall Capital Group, Inc.$21.8M23.29%
Waverly Advisors, LLC$21.7M0.16%
Beacon Capital Management, Inc.$21.6M1.22%
Mariner, LLC$20.7M0.02%
AssuredPartners Investment Advisors, LLC$19.8M2.16%
GREAT VALLEY ADVISOR GROUP, INC.$19.7M0.36%
BIP Wealth, LLC$19.6M0.80%
Annex Advisory Services, LLC$19.0M0.36%
Compass Financial Group, INC/SD$19.0M2.65%
ROYAL BANK OF CANADA$18.3M0.00%
Parallel Advisors, LLC$17.8M0.32%
Capasso Planning Partners LLC$16.8M9.07%
Roble, Belko & Company, Inc$16.7M2.12%
MPWM ADVISORY SOLUTIONS, LLC$16.5M8.74%
Pure Financial Advisors, LLC$16.2M0.23%
HBW ADVISORY SERVICES LLC$16.0M1.69%
Fourth Dimension Wealth, LLC$15.5M5.88%
Snowden Capital Advisors LLC$14.9M0.40%
AlphaCore Capital LLC$14.9M0.35%
Mueller Wealth, LLC$14.8M11.78%
Facet Wealth, Inc.$14.4M0.25%
GREAT LAKES ADVISORS, LLC$14.3M0.12%
IAG Wealth Partners, LLC$14.0M1.56%
Clearstead Advisors, LLC$13.7M0.12%
Cornerstone Financial Group, LLC /NE/$13.6M8.74%
Arete Wealth Advisors, LLC$13.5M1.01%
Bensler, LLC$13.5M1.39%
GOLDMAN SACHS GROUP INC$13.3M0.00%
Atlas Private Wealth Advisors$13.2M3.10%
Ervin Investment Management, LLC$13.1M7.67%
Strategic Investment Advisors / MI$12.7M0.88%
XML Financial, LLC$12.7M1.02%
Royal Harbor Partners, LLC$12.5M4.25%
Portfolio Strategies, Inc.$12.3M1.52%
Lido Advisors, LLC$12.1M0.04%
Farther Finance Advisors, LLC$12.1M0.11%
ECLECTIC ASSOCIATES INC /ADV$11.8M1.57%
SENTINEL PENSION ADVISORS, LLC$11.5M1.70%
UBS Group AG$11.5M0.00%
TD Capital Management LLC$11.4M1.03%
Evensky & Katz LLC$11.2M0.64%
Spartan Planning & Wealth Management$11.1M8.20%
G&S Capital LLC$11.1M3.89%
Balefire, LLC$11.1M2.08%
M3 Wealth Management, LLC$10.9M8.39%
Balentine LLC$10.9M0.44%
MML INVESTORS SERVICES, LLC$10.7M0.03%
RETIREMENT CAPITAL STRATEGIES$10.5M3.98%
Investors Research Corp$10.4M1.99%
Redwood Financial Network Corp$10.2M6.69%
CABOT WEALTH MANAGEMENT INC$10.2M1.17%
IRON Financial LLC$10.2M4.45%
Western Wealth Management, LLC$10.1M0.38%
BEACON FINANCIAL GROUP$10.0M1.00%
Freedom Day Solutions, LLC$9.8M2.64%
Quantinno Capital Management LP$9.7M0.02%
COMMONWEALTH EQUITY SERVICES, LLC$9.6M0.01%
Summit Investment Advisory Services, LLC$9.4M3.48%
INDEPENDENT FINANCIAL GROUP, LLC$9.4M0.21%
FMR LLC$9.3M0.00%
VestGen Advisors, LLC$8.9M0.24%
EXCHANGE TRADED CONCEPTS, LLC$8.7M0.06%
Aldebaran Financial Inc.$8.3M7.84%
JANE STREET GROUP, LLC$8.2M0.00%
Sterneck Capital Management, LLC$8.1M3.63%
CASCADE INVESTMENT GROUP, INC.$7.9M5.22%
Capital Analysts, LLC$7.8M0.21%
FreeGulliver LLC$7.8M3.29%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$7.7M0.05%
Tempus Wealth Planning, LLC$7.6M1.75%
Cannon Financial Strategists, Inc.$7.6M1.00%
Institutions Holding SPTM (739 holders) | AlphaSMO