Ste STR SPDR PT DW Eu ETFSPDWETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,164 institutions reported holding Ste STR SPDR PT DW Eu ETF (SPDW) in their 13F filings, up 95 from Q3 2025. 69 opened new positions and 44 sold out. The largest holders were Creative Planning ($5.6B), Financial Engines Advisors L.L.C. ($2.5B) and LPL Financial LLC ($1.7B). 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 (Q4 2025)
- CUSIP
- 78463X889
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $252.2M |
| Exits | 44 | $103.7M |
All 13F filers, Q3 2025 → Q4 2025: 53,840,629 shares bought and 12,472,905 shares sold, net +41,367,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,164 holders
| Creative Planning | 3.98% | Add +11.0% | 125,134,437 | $5.6B |
| Financial Engines Advisors L.L.C. | 4.81% | Reduce -2.2% | 57,217,193 | $2.5B |
| LPL Financial LLC | 0.45% | Add +9.7% | 37,343,862 | $1.7B |
| Allworth Financial LP | 5.44% | Add +0.3% | 29,790,838 | $1.3B |
| Auto-Owners Insurance Co | 18.31% | Add +28.9% | 19,637,666 | $872.1M |
| Cwm, LLC | 1.87% | Add +6.1% | 15,520,557 | $689.3M |
| Tiaa Trust, National Association | 1.45% | Reduce -0.3% | 13,595,368 | $603.8M |
| Morgan Stanley | 0.03% | Add +16.9% | 11,915,888 | $529.2M |
| State Street Corp. | 0.01% | Add +43.4% | 8,457,483 | $375.6M |
| UBS Group AG | 0.07% | Reduce -0.2% | 8,396,055 | $372.9M |
| Envestnet Asset Management Inc. | 0.10% | Add +8.1% | 7,967,012 | $353.8M |
| Betterment LLC | 0.63% | Reduce -1.1% | 7,414,696 | $329.3M |
| Bank of America Corp. | 0.02% | Add +16.3% | 6,962,463 | $309.2M |
| Vantagepoint Investment Advisers LLC | 2.26% | Reduce -3.0% | 6,326,017 | $280.9M |
| Commonwealth Equity Services, LLC | 0.34% | Reduce -0.2% | 5,711,513 | $253.6M |
| Stifel Financial Corp. | 0.21% | Add +10.5% | 5,294,541 | $235.1M |
| Horizon Investments, LLC | 2.70% | Reduce -2.3% | 4,805,656 | $213.4M |
| Mariner, LLC | 0.25% | Add +4.7% | 4,659,049 | $206.9M |
| Osaic Holdings, Inc. | 0.30% | Reduce -9.5% | 4,584,236 | $203.6M |
| Stadion Money Management, LLC | 15.86% | Reduce -7.5% | 4,406,021 | $195.7M |
| Advisory Alpha, LLC | 5.18% | Reduce -1.0% | 4,283,987 | $190.3M |
| Benjamin Edwards Inc. | 1.98% | Add +8.9% | 4,024,099 | $178.7M |
| HighTower Advisors, LLC | 0.19% | Add +10.0% | 3,959,509 | $175.8M |
| Strategies Wealth Advisors, LLC | 15.87% | Add +5.7% | 3,566,337 | $158.4M |
| Raymond James Financial Inc. | 0.04% | Reduce -9.2% | 3,095,682 | $137.5M |
| Clearstead Advisors, LLC | 1.71% | Add +3.1% | 3,041,981 | $135.1M |
| Pathstone Holdings, LLC | 0.50% | Reduce -2.2% | 2,922,308 | $129.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.0% | 2,748,052 | $122.0M |
| Envestnet Portfolio Solutions, Inc. | 0.41% | Add +24.1% | 2,658,878 | $118.1M |
| AlphaCore Capital LLC | 2.58% | Add +159.3% | 2,585,522 | $114.8M |
| Equitable Holdings, Inc. | 0.79% | Add +9.3% | 2,585,420 | $114.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.0% | 2,543,461 | $113.0M |
| Sei Investments Co. | 0.10% | Add +0.5% | 2,306,902 | $102.4M |
| JNBA Financial Advisors | 8.76% | Add +7.7% | 2,257,447 | $100.3M |
| GeoWealth Management, LLC | 3.65% | Add +3.9% | 2,231,870 | $99.1M |
| Assetmark, Inc. | 0.20% | Add +18.1% | 2,228,613 | $99.0M |
| Gradient Investments LLC | 1.54% | Add +2.7% | 2,185,934 | $97.1M |
| Cetera Investment Advisers | 0.10% | Add +7.2% | 2,151,393 | $95.5M |
| McNamara Financial Services, Inc. | 18.09% | Reduce -1.2% | 2,147,540 | $95.4M |
| Advocacy Wealth Management, LLC | 3.90% | Add +5.1% | 2,099,432 | $93.2M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +8.8% | 2,018,443 | $92.0M |
| Axxcess Wealth Management, LLC | 1.63% | Add +1.8% | 2,054,436 | $91.2M |
| Capital Asset Advisory Services LLC | 3.63% | Add +1.6% | 1,982,606 | $90.4M |
| Private Advisor Group, LLC | 0.42% | Reduce -3.6% | 2,013,003 | $89.4M |
| AlphaStar Capital Management, LLC | 6.42% | Add +8.5% | 1,969,682 | $87.5M |
| Truist Financial Corp. | 0.11% | Add +180.1% | 1,926,884 | $85.6M |
| Royal Bank of Canada | 0.01% | Add +8.2% | 1,880,757 | $83.5M |
| Exchange Traded Concepts, LLC | 0.69% | Add +10.9% | 1,875,811 | $83.3M |
| Savant Capital, LLC | 0.47% | Reduce -4.1% | 1,875,482 | $83.3M |
| JPMorgan Chase & Co. | 0.01% | Add +7.8% | 1,836,757 | $81.6M |
| MML Investors Services, LLC | 0.20% | Add +7.2% | 1,805,415 | $80.2M |
| Vicus Capital | 5.98% | Add +41.4% | 1,793,895 | $79.7M |
| Schneider Downs Wealth Management Advisors, LP | 8.88% | Add +2.8% | 1,774,091 | $78.8M |
| Wells Fargo & Company | 0.02% | Add +9.3% | 1,771,242 | $78.7M |
| Park Avenue Securities LLC | 0.65% | Add +11.4% | 1,731,970 | $76.9M |
| Confluence Investment Management LLC | 1.09% | Add +11.1% | 1,637,282 | $72.7M |
| Peterson Wealth Advisors, LLC | 9.64% | Add +0.8% | 1,627,905 | $72.3M |
| Corient Private Wealth LP | 0.10% | Add +146.1% | 1,621,611 | $72.0M |
| Halbert Hargrove Global Advisors, LLC | 3.38% | Add +0.3% | 1,588,335 | $70.5M |
| Susquehanna International Group, LLP | 0.09% | New | 1,514,657 | $67.3M |
| HighPoint Advisor Group LLC | 1.44% | New | 1,474,931 | $65.5M |
| Rockefeller Capital Management L.P. | 0.12% | Add +2.9% | 1,460,149 | $64.8M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +4.3% | 1,443,886 | $64.1M |
| Facet Wealth, Inc. | 1.10% | Reduce -5.8% | 1,316,376 | $62.3M |
| Truefg, LLC | 16.51% | Reduce -0.5% | 1,385,208 | $61.5M |
| Dakota Wealth Management | 1.09% | Add +11.9% | 1,381,548 | $61.4M |
| Alliancebernstein L.P. | 0.02% | Reduce -31.1% | 1,290,142 | $57.3M |
| Wealthcare Advisory Partners LLC | 1.11% | Add +0.7% | 1,273,831 | $56.6M |
| Thrivent Financial for Lutherans | 0.10% | Add +2133.1% | 1,236,446 | $55.0M |
| Cerity Partners LLC | 0.08% | Add +114.4% | 1,234,103 | $54.8M |
| Stratos Wealth Partners, LTD. | 0.61% | Add +2.1% | 1,211,625 | $53.8M |
| CGN Advisors LLC | 4.17% | Add +11.3% | 1,185,872 | $52.7M |
| Lifeworks Advisors, LLC | 6.56% | Add +10.2% | 1,140,637 | $50.7M |
| Walkner Condon Financial Advisors LLC | 6.93% | Add +31.6% | 1,123,883 | $49.9M |
| Greenleaf Trust | 0.45% | Add +980.5% | 1,116,681 | $49.6M |
| Clearwater Capital Advisors, LLC | 4.08% | Reduce -0.4% | 1,103,199 | $49.0M |
| Diversify Wealth Management, LLC | 2.24% | Add +31.9% | 1,046,118 | $48.0M |
| Summit Global Investments | 2.81% | Add +44.1% | 1,069,063 | $47.5M |
| Global Strategic Investment Solutions, LLC | 4.49% | Reduce -1.5% | 1,035,338 | $46.0M |
| Boston Standard Wealth Management, LLC | 7.27% | Add +1.1% | 991,592 | $44.0M |
| Global Retirement Partners, LLC | 0.77% | Add +4.8% | 977,517 | $43.4M |
| Brio Consultants, LLC | 5.61% | Add +3.5% | 972,284 | $43.2M |
| Integrated Wealth Concepts LLC | 0.50% | Reduce -13.5% | 940,148 | $41.8M |
| Reston Wealth Management LLC | 12.61% | Add +2.6% | 928,458 | $41.2M |
| Select Equity Group, L.P. | 0.19% | New | 907,211 | $40.3M |
| KWB Wealth | 3.78% | Reduce -6.1% | 899,712 | $40.0M |
| Ballentine Partners, LLC | 0.55% | Reduce 0.0% | 886,952 | $39.4M |
| Goodman Financial Corp | 6.88% | Add +1.4% | 818,239 | $36.3M |
| MAI Capital Management | 0.21% | Add +0.2% | 815,024 | $36.2M |
| Garrett Wealth Advisory Group, LLC | 6.81% | Add +2.4% | 811,349 | $36.0M |
| Austin Private Wealth, LLC | 2.66% | Add +23.6% | 798,373 | $35.5M |
| IFP Advisors, Inc | 0.79% | Reduce -1.5% | 794,588 | $35.3M |
| Aptus Capital Advisors, LLC | 0.30% | Add +22.2% | 788,646 | $35.0M |
| ProVise Management Group, LLC | 2.49% | Add +0.6% | 788,304 | $35.0M |
| Meeder Advisory Services, Inc. | 1.49% | Reduce -2.7% | 780,026 | $34.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.0% | 772,680 | $34.3M |
| Knightsbridge Asset Management, LLC | 5.50% | Add +0.2% | 763,025 | $33.9M |
| Geneos Wealth Management Inc. | 0.82% | Add +4.4% | 755,317 | $33.5M |
| Blueprint Investment Partners LLC | 3.59% | Reduce -5.0% | 754,887 | $33.5M |
| Compton Financial Group, LLC | 7.58% | Add +4.3% | 753,891 | $33.5M |
| Landmark Wealth Management, Inc. | 12.60% | Add +11.7% | 751,303 | $33.4M |
| Concord Wealth Partners | 4.28% | Add +6.1% | 740,978 | $32.9M |
| Concord Asset Management, LLC | 5.58% | Add +4.2% | 725,152 | $32.2M |
| Auour Investments LLC | 10.21% | Add +9.8% | 722,775 | $32.1M |
| First Heartland Consultants, Inc. | 2.43% | Add +25.9% | 721,548 | $32.0M |
| Rinkey Investments | 7.83% | Reduce -4.2% | 694,494 | $30.8M |
| ERn Financial, LLC | 5.71% | Add +0.9% | 684,153 | $30.4M |
| Higgins & Schmidt Wealth Strategies LLC | 14.35% | Add +3.1% | 682,158 | $30.3M |
| Signature Estate & Investment Advisors LLC | 0.61% | Reduce -4.1% | 677,819 | $30.1M |
| SigFig Wealth Management, LLC | 0.88% | Add +5.6% | 664,539 | $29.6M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +61.4% | 658,052 | $29.2M |
| Flagstone Financial Management | 7.49% | Reduce -1.0% | 657,191 | $29.2M |
| Apella Capital, LLC | 0.57% | Add +7.7% | 648,230 | $28.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -80.2% | 629,645 | $28.0M |
| US Bancorp \de | 0.03% | Reduce -35.0% | 628,166 | $27.9M |
| NewEdge Advisors, LLC | 0.10% | Add +11.7% | 622,753 | $27.7M |
| RFG - Bristol Wealth Advisors, LLC | 7.55% | Add +0.4% | 610,134 | $27.1M |
| N.E.W. Advisory Services LLC | 1.99% | Add +21.9% | 606,636 | $26.9M |
| Wealth Advisors of Iowa, LLC | 8.74% | Add +491.8% | 599,350 | $26.6M |
| Ausdal Financial Partners, Inc. | 1.23% | Add +4.2% | 596,228 | $26.5M |
| Atlas Private Wealth Advisors | 6.15% | Add +8.4% | 592,941 | $26.3M |
| Second Line Capital, LLC | 5.41% | Add +1.5% | 592,352 | $26.3M |
| Arax Advisory Partners | 0.76% | New | 588,550 | $26.1M |
| Orion Porfolio Solutions, LLC | 0.19% | Add +9.2% | 581,141 | $25.8M |
| Pure Financial Advisors, LLC | 0.38% | Reduce -1.9% | 577,520 | $25.6M |
| Astoria Portfolio Advisors LLC. | 5.75% | Add +22.3% | 514,403 | $25.3M |
| Headland Capital, LLC | 7.02% | Add +1.1% | 567,881 | $25.2M |
| Hobbs Group Advisors, LLC | 7.47% | Reduce -0.9% | 557,101 | $24.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.4% | 555,712 | $24.7M |
| Fiduciary Alliance LLC | 1.60% | Add +7.5% | 550,098 | $24.4M |
| BlackRock, Inc. | 0.00% | Add +86.7% | 548,765 | $24.4M |
| Treasure Coast Financial Planning | 12.94% | Add +0.3% | 548,722 | $24.4M |
| GM Advisory Group, LLC | 0.95% | Add +46.1% | 544,260 | $24.2M |
| Brighton Securities Corp. | 11.84% | Add +3.7% | 540,176 | $24.0M |
| Procyon Advisors, LLC | 1.16% | Add +2.7% | 529,627 | $23.5M |
| Proffitt & Goodson Inc. | 3.27% | Reduce -2.1% | 527,624 | $23.4M |
| JDM Financial Group LLC | 9.07% | Add +19.7% | 654,429 | $23.4M |
| Kingswood Wealth Advisors, LLC | 1.13% | Add +378.1% | 524,179 | $23.3M |
| Focus Partners Wealth | 0.03% | Add +27.9% | 498,287 | $22.1M |
| St Germain D J Co. Inc. | 0.85% | Add +3.6% | 493,599 | $21.9M |
| Waverly Advisors, LLC | 0.17% | Add +9.2% | 476,080 | $21.1M |
| Merit Financial Group, LLC | 0.17% | Add +89.4% | 463,573 | $20.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 9.11% | Reduce -0.8% | 458,676 | $20.4M |
| Snowden Capital Advisors LLC | 0.52% | Add +4.5% | 448,086 | $19.9M |
| Farther Finance Advisors, LLC | 0.21% | Add +8.3% | 443,857 | $19.7M |
| Debussy Capital Management LP | 2.66% | Add +19.1% | 441,270 | $19.6M |
| Valmark Advisers, Inc. | 0.24% | Reduce -0.7% | 439,445 | $19.5M |
| Tennessee Valley Asset Management Partners | 2.43% | Add +5.8% | 422,792 | $18.8M |
| Diversify Advisory Services, LLC | 0.59% | Add +8.4% | 402,443 | $18.6M |
| RFG Advisory, LLC | 0.34% | Reduce -1.3% | 412,116 | $18.3M |
| Fidelity D & D Bancorp Inc. | 7.81% | Reduce -5.2% | 407,041 | $18.1M |
| JT Stratford LLC | 2.29% | Reduce -30.5% | 400,327 | $17.8M |
| Mason & Associates, LLC | 4.04% | Reduce -0.6% | 400,124 | $17.8M |
| Values Added Financial LLC | 7.47% | Add +0.9% | 398,570 | $17.7M |
| Atria Investments, Inc | 0.20% | Reduce -2.6% | 396,652 | $17.6M |
| IHT Wealth Management, LLC | 0.43% | Reduce -1.6% | 394,802 | $17.6M |
| Blueprint Financial Advisors LLC | 2.61% | Reduce -4.0% | 385,458 | $17.1M |
| Bank Hapoalim BM | 1.53% | No change | 384,000 | $17.1M |
| Palatine Hill Wealth Management, LLC | 13.49% | — | 376,695 | $16.7M |
| IAG Wealth Partners, LLC | 1.94% | Add +2.1% | 376,541 | $16.7M |
| Strategic Financial Planning, Inc. | 9.38% | Add +1.0% | 371,396 | $16.5M |
| Portside Wealth Group, LLC | 2.23% | Add +12.2% | 371,006 | $16.5M |
| Advyzon Investment Management, LLC | 1.90% | Add +7.6% | 368,327 | $16.4M |
| Wrapmanager Inc. | 5.53% | Reduce -2.9% | 368,187 | $16.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.98% | Add +6.1% | 367,438 | $16.3M |
| Rodgers & Associates, LTD | 1.65% | Add +1.2% | 366,668 | $16.3M |
| Capital Investment Management, Inc. | 5.69% | — | 366,546 | $16.3M |
| Belpointe Asset Management LLC | 0.59% | Add +45.5% | 364,758 | $16.2M |
| Abound Financial, LLC | 6.26% | Reduce -5.6% | 364,087 | $16.2M |
| Moss Adams Wealth Advisors LLC | 1.16% | Reduce -5.9% | 361,379 | $16.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +15.1% | 357,300 | $15.9M |
| Moneco Advisors, LLC | 1.23% | Add +19.6% | 349,607 | $15.5M |
| Plante Moran Financial Advisors, LLC | 0.98% | Reduce -2.4% | 349,598 | $15.5M |
| Seeds Investor LLC | 2.98% | Add +12.4% | 349,515 | $15.5M |
| SCS Capital Management LLC | 0.16% | No change | 349,062 | $15.5M |
| Comerica Bank | 0.06% | Reduce -1.6% | 342,022 | $15.2M |
| Scotia Capital Inc. | 0.06% | Add +7.4% | 333,823 | $14.8M |
| Invenio Wealth Partners LLC | 5.50% | Reduce -4.4% | 333,280 | $14.8M |
| Probity Advisors, Inc. | 2.36% | Add +3.0% | 331,650 | $14.7M |
| Cary Street Partners Financial LLC | 0.36% | Reduce -7.6% | 327,354 | $14.5M |
| Gibbs Wealth Management | 3.50% | Reduce -3.8% | 315,518 | $14.5M |
| Strategic Financial Partners, Ltd. | 6.24% | Add +1.7% | 324,656 | $14.4M |
| Gradient Capital Advisors, LLC | 3.69% | Reduce -3.8% | 321,999 | $14.3M |
| Millington Financial Advisors, LLC | 6.18% | Add +41.4% | 291,705 | $14.0M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -1.9% | 311,809 | $13.8M |
| O'Connor Financial Group LLC | 5.41% | Reduce -0.9% | 290,400 | $13.6M |
| Sanchez Wealth Management Group | 2.87% | Add +55.7% | 302,504 | $13.4M |
| Aspire Private Capital, LLC | 2.97% | Add +31.8% | 300,216 | $13.3M |
| DORVAL Corp | 4.25% | Add +1.0% | 300,148 | $13.3M |
| Clear Retirement Advice LLC | 10.32% | — | 279,687 | $13.3M |
| Partners in Financial Planning | 2.18% | Add +1.4% | 290,406 | $12.9M |
| Cornerstone Wealth Management, LLC | 0.67% | Add +8.7% | 289,284 | $12.8M |
| Aquire Wealth Advisors, LLC | 3.33% | Reduce -3.4% | 288,204 | $12.8M |
| Cascade Financial Partners, LLC | 1.30% | Reduce -0.8% | 287,779 | $12.8M |
| Waller Financial Planning Group, Inc. | 2.83% | Reduce -67.8% | 287,155 | $12.8M |
| Certified Advisory Corp | 1.15% | Reduce -14.3% | 284,641 | $12.6M |
| Sage Advisory Services, Ltd.Co. | 6.85% | Add +48.6% | 283,259 | $12.6M |
| Roble, Belko & Company, Inc | 1.61% | Add +0.5% | 276,274 | $12.3M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +30.2% | 275,440 | $12.2M |
| Boltwood Capital Management | 3.18% | Reduce -0.5% | 275,270 | $12.2M |
| Horizon Financial Services, LLC | 5.56% | Reduce -0.7% | 274,991 | $12.2M |
| FMR LLC | 0.00% | Add +7.7% | 271,428 | $12.1M |
| Tortoise Investment Management, LLC | 1.05% | Add +9.8% | 270,291 | $12.0M |
| Signal Advisors Wealth, LLC | 0.95% | Add +27.2% | 268,205 | $11.9M |
| Vestmark Advisory Solutions, Inc. | 0.16% | Add +78.2% | 267,380 | $11.9M |
| Great Valley Advisor Group, Inc. | 0.22% | Add +2.4% | 262,486 | $11.7M |
| Harbour Investments, Inc. | 0.23% | Add +15.0% | 260,986 | $11.6M |
| BCS Wealth Management | 1.17% | Add +101.3% | 260,348 | $11.6M |
| Modera Wealth Management, LLC | 0.13% | Add +0.3% | 260,131 | $11.6M |
| Kagan Cocozza Asset Management | 8.18% | Add +2.5% | 258,898 | $11.5M |
| Citigroup Inc. | 0.01% | Reduce -0.0% | 255,965 | $11.4M |
| Macco Financial Group, Inc. | 9.68% | — | 253,511 | $11.3M |
| &partners | 0.06% | Add +268.9% | 251,063 | $11.1M |
| Signet Financial Management, LLC | 1.23% | Reduce -1.7% | 247,876 | $11.0M |
| Empowered Funds, LLC | 0.19% | Add +20.8% | 246,417 | $10.9M |
| Collaborative Wealth Managment Inc. | 3.82% | Add +13.9% | 243,839 | $10.8M |
| Brookstone Capital Management | 0.12% | Reduce -5.4% | 242,401 | $10.8M |
| Rosenberg Matthew Hamilton | 2.21% | Add +0.1% | 240,776 | $10.7M |
| Amicus Financial Advisors, LLC | 2.96% | — | 239,423 | $10.6M |
| Marathon Strategic Advisors, LLC | 8.12% | Reduce -3.5% | 239,399 | $10.6M |
| Lifestyle Asset Management, Inc. | 3.45% | Add +21.3% | 238,786 | $10.6M |
| Leslie Global Wealth, LLC | 4.75% | Add +2.3% | 237,593 | $10.6M |
| Financial Planning Fort Collins, LLC | 9.24% | — | 237,065 | $10.5M |
| Great Lakes Advisors, LLC | 0.09% | Reduce -1.2% | 237,009 | $10.5M |
| Foundations Investment Advisors, LLC | 0.14% | Reduce -2.8% | 236,614 | $10.5M |
| Montz Harcus Wealth Management LLC | 4.20% | Add +4.1% | 233,443 | $10.4M |
| NovaPoint Capital, LLC | 2.66% | Add +2.5% | 232,568 | $10.3M |
| AE Wealth Management LLC | 0.06% | Add +14.3% | 232,180 | $10.3M |
| New England Capital Financial Advisors LLC | 4.02% | Add +3.4% | 231,729 | $10.3M |
| Partnership Wealth Management, LLC | 7.31% | Add +3.1% | 228,798 | $10.2M |
| Wrenne Financial Planning LLC | 4.08% | Reduce -0.6% | 225,893 | $10.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.24% | Add +0.1% | 224,221 | $10.0M |
| Security Financial Services, INC. | 1.55% | Add +2.9% | 222,641 | $9.9M |
| Fairfield University | 4.95% | Reduce -25.3% | 221,341 | $9.8M |
| Pecaut & Co. | 3.14% | Add +7.8% | 219,357 | $9.7M |
| Flagship Harbor Advisors, LLC | 0.46% | Reduce -29.6% | 218,941 | $9.7M |
| TPG Financial Advisors, LLC | 3.23% | Add +15.1% | 218,151 | $9.7M |
| Mutual Advisors, LLC | 0.21% | Add +4.0% | 217,111 | $9.6M |
| Collier Financial | 7.22% | Reduce -4.2% | 216,507 | $9.6M |
| Delta Wealth Advisors LLC | 7.96% | Add +30.0% | 214,070 | $9.5M |
| Truepoint, Inc. | 0.21% | Reduce -1.2% | 213,757 | $9.5M |
| Integrated Capital Management, Inc. | 6.27% | Add +5.1% | 212,533 | $9.4M |
| Lanark Financial, Inc. | 0.71% | Add +13.0% | 211,599 | $9.4M |
| Legacy Solutions, LLC | 8.18% | Reduce -1.2% | 209,763 | $9.3M |
| Fort Point Capital Partners LLC | 1.12% | Add +3.0% | 200,771 | $9.3M |
| Valtinson Bruner Financial Planning LLC | 2.65% | Add +5.4% | 207,706 | $9.2M |
| Xena Financial Planning, LLC | 10.81% | — | 207,277 | $9.2M |
| Simplicity Wealth,LLC | 0.55% | Reduce -16.5% | 206,296 | $9.2M |
| Brown Financial Advisory | 4.63% | Reduce -6.3% | 206,217 | $9.2M |
| Orin Green Financial, LLC | 3.62% | Add +0.2% | 203,794 | $9.1M |
| Western Wealth Management, LLC | 0.41% | Add +22.7% | 200,356 | $8.9M |
| Range Advisory, LLC | 2.25% | — | 196,807 | $8.7M |
| Fortitude Financial, LLC | 7.40% | New | 196,375 | $8.7M |
| Atlas Capital Advisors Inc. | 0.97% | — | 195,516 | $8.7M |
| Arete Wealth Advisors, LLC | 0.60% | Add +4.2% | 195,486 | $8.7M |
| WBH Advisory Inc. | 0.64% | Add +5.4% | 194,936 | $8.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Reduce -1.5% | 193,969 | $8.6M |
| Ignite Planners, LLC | 1.32% | Reduce -1.1% | 183,304 | $8.6M |
| Verus Capital Partners, LLC | 0.58% | New | 193,727 | $8.6M |
| Independent Advisor Alliance | 0.20% | Add +24.0% | 187,950 | $8.3M |
| CSM Advisors, LLC | 0.23% | Add +10.4% | 187,025 | $8.3M |
| Aire Advisors, LLC | 1.50% | Reduce -2.6% | 185,230 | $8.2M |
| Planwiser Financial, LLC | 5.98% | Add +48.5% | 172,894 | $8.0M |
| Salomon & Ludwin, LLC | 0.70% | Add +9.1% | 180,315 | $8.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +36.4% | 179,339 | $8.0M |
| YHB Investment Advisors, Inc. | 0.55% | Add +27.9% | 178,474 | $7.9M |
| Spartan Planning & Wealth Management | 5.84% | Reduce -5.5% | 178,116 | $7.9M |
| IFS Advisors, LLC | 4.08% | New | 176,753 | $7.8M |
| Seven Springs Wealth Group, LLC | 2.29% | Reduce -0.3% | 176,501 | $7.8M |
| Venturi Wealth Management, LLC | 0.35% | No change | 176,445 | $7.8M |
| Cornerstone Financial Group, LLC | 5.46% | Add +5.3% | 176,084 | $7.8M |
| Independent Financial Group, LLC | 0.17% | Reduce -44.7% | 175,913 | $7.8M |
| BIP Wealth, LLC | 0.28% | Reduce -4.2% | 175,870 | $7.8M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -2.4% | 173,563 | $7.7M |
| Richmond Investment Services, LLC | 1.32% | Add +11.0% | 172,267 | $7.7M |
| Bay Capital Advisors, LLC | 4.66% | Add +7.1% | 171,941 | $7.6M |
| Ironwood Wealth Management, LLC. | 2.23% | Reduce -1.3% | 170,954 | $7.6M |
| CreativeOne Wealth, LLC | 0.18% | Add +28.8% | 170,722 | $7.6M |
| Optimist Retirement Group LLC | 3.42% | Reduce -0.2% | 167,999 | $7.5M |
| Sentinel Pension Advisors, LLC | 1.14% | Add +5.0% | 167,212 | $7.4M |
| Novem Group | 0.86% | Add +1.9% | 166,505 | $7.4M |
| Diligent Investors, LLC | 1.81% | Reduce -1.6% | 165,200 | $7.3M |
| XML Financial, LLC | 0.59% | Reduce -1.8% | 161,830 | $7.2M |
| BayBridge Capital Group, LLC | 4.43% | Reduce -3.6% | 161,000 | $7.2M |
| Luken Investment Analytics, LLC | 2.77% | Add +0.4% | 158,091 | $7.0M |
| Aerodigm Wealth, LLC | 2.68% | Reduce -4.1% | 156,056 | $6.9M |
| Bensler, LLC | 0.69% | Add +15.2% | 155,000 | $6.9M |
| Cresset Asset Management, LLC | 0.03% | Reduce -0.1% | 153,774 | $6.8M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -24.6% | 153,037 | $6.8M |
| Oregon Pacific Wealth Management, LLC | 7.00% | Reduce -0.4% | 152,585 | $6.8M |
| Battery Global Advisors, LLC | 3.14% | No change | 152,557 | $6.8M |
| Financial Advisory Partners, LLC | 1.90% | Add +2.4% | 152,003 | $6.8M |
| Continuum Advisory, LLC | 0.67% | Reduce -9.0% | 151,589 | $6.7M |
| Insight Advisors, LLC/ PA | 1.01% | Add +0.9% | 150,719 | $6.7M |
| Avior Wealth Management, LLC | 0.21% | Reduce -2.2% | 150,066 | $6.7M |
| Gateway Wealth Partners, LLC | 0.74% | Add +26.3% | 149,353 | $6.6M |
| Fourth Dimension Wealth, LLC | 2.37% | Add +0.7% | 146,525 | $6.5M |
| Convergence Financial, LLC | 0.94% | Reduce -18.0% | 144,636 | $6.4M |
| Quantinno Capital Management LP | 0.01% | Add +253.2% | 143,594 | $6.4M |
| Sheets Smith Wealth Management | 0.70% | Add +0.8% | 143,229 | $6.4M |
| Raleigh Capital Management Inc. | 2.30% | Add +58.2% | 142,944 | $6.3M |
| North Star Asset Management Inc. | 0.25% | Reduce -2.4% | 141,850 | $6.3M |
| Sherman Wealth Management LLC | 5.46% | — | 141,435 | $6.3M |
| Advisory Services Network, LLC | 0.09% | Add +201.4% | 139,549 | $6.2M |
| Vested Financial Planning, LLC | 4.71% | Add +6.7% | 137,745 | $6.1M |
| Red Wave Investments LLC | 1.80% | Add +2.6% | 136,110 | $6.0M |
| Schwallier Wealth Management LLC | 3.81% | Reduce -5.7% | 126,920 | $6.0M |
| Wilkins Miller Wealth Management, LLC | 3.54% | Reduce 0.0% | 133,947 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +33.2% | 133,833 | $5.9M |
| QP Wealth Management, LLC | 5.16% | — | 131,805 | $5.9M |
| Stratos Wealth Advisors, LLC | 0.28% | Reduce -0.0% | 131,436 | $5.8M |
| Yukon Wealth Management, Inc. | 3.36% | Add +7.0% | 122,811 | $5.8M |
| Hughes Financial Services, LLC | 0.91% | Reduce -0.8% | 130,451 | $5.8M |
| Cornerstone Advisors Asset Management, LLC | 0.94% | Add +1.2% | 129,924 | $5.8M |
| Symphony Financial, Ltd. Co. | 0.77% | Reduce -0.6% | 127,823 | $5.7M |
| Benchmark Financial, LLC | 5.67% | — | 128,153 | $5.7M |
| Capital Analysts, LLC | 0.16% | Add +14.7% | 128,150 | $5.7M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -7.9% | 127,505 | $5.7M |
| Arq Wealth Advisors, LLC | 1.53% | Reduce -1.9% | 127,390 | $5.7M |
| FSB Premier Wealth Management, Inc. | 1.75% | Reduce -0.4% | 124,122 | $5.5M |
| Montis Financial, LLC | 1.09% | Reduce -3.1% | 124,064 | $5.5M |
| Valpey Financial Services, LLC | 3.52% | Add +0.3% | 124,004 | $5.5M |
| Total Clarity Wealth Management, Inc. | 1.32% | Add +30.1% | 122,651 | $5.4M |
| AQR Capital Management | 0.00% | Add +35.1% | 122,357 | $5.4M |
| WealthTrak Capital Management LLC | 3.87% | Reduce -10.3% | 121,596 | $5.4M |
| Occidental Asset Management, LLC | 0.65% | Reduce -2.7% | 121,246 | $5.4M |
| LBMC Investment Advisors, LLC | 0.33% | Add +1.0% | 118,770 | $5.3M |
| Breachway Investments LLC | 5.46% | — | 116,503 | $5.2M |
| Integrity Wealth Solutions LLC | 2.04% | Add +1.9% | 116,092 | $5.2M |
| Smith Thornton Advisors LLC | 2.61% | Add +3.5% | 115,654 | $5.1M |
| Advisor OS, LLC | 0.41% | Add +41.7% | 115,604 | $5.1M |
| Towercrest Capital Management | 0.81% | Reduce -2.6% | 115,195 | $5.1M |
| Vertex Planning Partners, LLC | 1.18% | Reduce -1.1% | 114,648 | $5.1M |
| Heartwood Wealth Advisors LLC | 0.47% | No change | 114,104 | $5.1M |
| Brown Financial Advisors | 1.85% | Reduce -0.7% | 113,902 | $5.1M |
| Tyche Wealth Partners LLC | 0.80% | Add +10.8% | 113,458 | $5.0M |
| Harbor Advisory Corp. | 1.51% | Reduce -2.0% | 112,330 | $5.0M |
| Nwam LLC | 0.28% | Add +3.7% | 109,308 | $5.0M |
| Cary Street Partners Investment Advisory LLC | 1.34% | Add +151.6% | 111,994 | $5.0M |
| Choreo, LLC | 0.06% | Reduce -5.6% | 110,899 | $4.9M |
| International Private Wealth Advisors LLC | 3.09% | Add +17.0% | 110,456 | $4.9M |
| Hirtle & Co., LLC | 0.19% | Reduce -2.6% | 110,407 | $4.9M |
| Ervin Investment Management, LLC | 2.73% | Add +2.6% | 109,553 | $4.9M |
| Tranquilli Financial Advisor LLC | 2.82% | Reduce -0.7% | 109,326 | $4.9M |
| Jane Street Group, LLC | 0.01% | New | 108,156 | $4.8M |
| Visionary Wealth Advisors | 0.21% | Add +13.3% | 107,290 | $4.8M |
| Smartleaf Asset Management LLC | 0.18% | Add +4.5% | 105,562 | $4.7M |
| MIdWestOne Financial Group, Inc. | 0.52% | Add +16.2% | 105,611 | $4.7M |
| Heritage Trust Co | 0.47% | Reduce -4.3% | 104,933 | $4.7M |
| DeDora Capital, Inc. | 1.10% | No change | 104,837 | $4.7M |
| Vista Cima Wealth Management LLC | 3.87% | Add +1.9% | 104,427 | $4.6M |
| Balefire, LLC | 0.89% | Add +25.3% | 103,155 | $4.6M |
| Aspetuck Financial Management LLC | 3.07% | Add +1.9% | 103,080 | $4.6M |
| Trilogy Capital Inc. | 0.20% | Add +7.8% | 102,750 | $4.6M |
| Summit Financial, LLC | 0.07% | Reduce -3.4% | 102,495 | $4.6M |
| SYM FINANCIAL Corp | 0.46% | Add +47.3% | 101,889 | $4.5M |
| rebel Financial LLC | 1.92% | Add +0.0% | 101,204 | $4.5M |
| ORBA Wealth Advisors, L.L.C. | 3.89% | Reduce -13.0% | 100,918 | $4.5M |
| Norway Savings Bank | 2.06% | Add +0.8% | 100,527 | $4.5M |
| Keener Financial Planning LLC | 1.93% | Reduce -3.4% | 100,463 | $4.5M |
| Fidelis Capital Partners, LLC | 0.32% | No change | 99,594 | $4.4M |
| Midwest Financial Network, LLC | 3.36% | Add +91.6% | 98,177 | $4.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.52% | Add +6.3% | 98,175 | $4.4M |
| Oxinas Partners, LLC | 2.10% | Add +3.3% | 98,115 | $4.4M |
| PAX Financial Group, LLC | 0.75% | Reduce -8.7% | 97,762 | $4.3M |
| Colton Groome Financial Advisors, LLC | 1.22% | Add +0.5% | 95,651 | $4.2M |
| Opes Wealth Management LLC | 0.72% | Add +1.7% | 94,862 | $4.2M |
| Financial Insights, Inc. | 1.40% | Reduce -0.3% | 93,872 | $4.2M |
| Novus Advisors, LLC | 9.24% | Add +20.2% | 93,095 | $4.1M |
| Range Financial Group LLC | 1.42% | Add +7.7% | 92,721 | $4.1M |
| HBW Advisory Services LLC | 0.44% | Reduce -5.3% | 92,195 | $4.1M |
| Towerpoint Wealth, LLC | 1.62% | Reduce -0.8% | 91,932 | $4.1M |
| Richardson Financial Services Inc. | 1.32% | Add +16.1% | 91,925 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +3.9% | 91,498 | $4.1M |
| JRM Investment Counsel, LLC | 1.17% | Add +1.3% | 90,103 | $4.0M |
| Larson Financial Group LLC | 0.13% | Reduce -8.0% | 89,745 | $4.0M |
| Global Endowment Management, LP | 0.50% | Add +5.2% | 89,674 | $4.0M |
| Weitzel Financial Services, Inc. | 1.54% | Add +12.0% | 88,646 | $4.0M |
| EP Wealth Advisors, LLC | 0.02% | — | 89,337 | $4.0M |
| Eclectic Associates Inc. | 0.61% | Reduce -3.3% | 87,991 | $3.9M |
| Venture Visionary Partners LLC | 0.13% | Reduce -2.5% | 87,773 | $3.9M |
| VestGen Advisors, LLC | 0.17% | Reduce -74.6% | 87,595 | $3.9M |
| Alliance Wealth Management Group | 0.85% | Reduce -3.7% | 87,291 | $3.9M |
| YANKCOM Partnership | 1.64% | No change | 86,755 | $3.9M |
| Steele Capital Management, Inc. | 0.16% | Add +0.4% | 86,196 | $3.8M |
| Koshinski Asset Management, Inc. | 0.24% | Reduce -6.2% | 85,590 | $3.8M |
| Northwest Wealth Advisors, LLC | 2.95% | — | 85,281 | $3.8M |
| Patriot Investment Management Group, Inc. | 0.24% | Add +0.2% | 84,361 | $3.7M |
| Legacy Wealth Partners, LLC | 0.96% | — | 83,725 | $3.7M |
| Cooksen Wealth, LLC | 2.66% | Reduce -0.3% | 81,950 | $3.6M |
| Butensky & Cohen Financial Security, Inc. | 0.98% | Add +1.1% | 81,859 | $3.6M |
| Cabot Wealth Management Inc. | 0.40% | Add +6.2% | 81,848 | $3.6M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +9.4% | 81,656 | $3.6M |
| Lowe Brockenbrough & Co. Inc. | 0.18% | No change | 81,222 | $3.6M |
| Private Trust Co. NA | 0.31% | Reduce -8.0% | 80,371 | $3.6M |
| Brown Advisory Inc. | 0.00% | Add +43.6% | 79,860 | $3.5M |
| UNIVEST FINANCIAL Corp | 0.19% | Reduce -7.4% | 79,792 | $3.5M |
| Optima Capital LLC | 1.52% | New | 79,184 | $3.5M |
| G&S Capital LLC | 1.24% | Add +5.4% | 78,785 | $3.5M |
| Puff Wealth Management, LLC | 4.52% | Add +21.8% | 77,866 | $3.5M |
| NBT Bank, N.A. | 0.23% | Reduce -0.5% | 78,186 | $3.5M |
| Global Financial Private Client, LLC | 1.22% | Add +29.3% | 78,099 | $3.5M |
| SOL Capital Management CO | 0.31% | Add +8.8% | 77,850 | $3.5M |
| Paladin Wealth, LLC | 2.36% | Add +17.7% | 77,833 | $3.5M |
| Quent Capital, LLC | 0.25% | Add +0.9% | 77,757 | $3.5M |
| Downshift Financial, LLC | 2.11% | — | 73,221 | $3.4M |
| Idaho Trust Co | 1.13% | Reduce -11.8% | 77,042 | $3.4M |
| Equita Financial Network, Inc. | 1.03% | Add +0.0% | 76,798 | $3.4M |
| American Investment Services, Inc. | 0.79% | Reduce -4.9% | 76,172 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +31.8% | 76,151 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +9.3% | 75,868 | $3.4M |
| Parallel Advisors, LLC | 0.06% | Reduce -6.6% | 75,465 | $3.4M |
| World Investment Advisors | 0.05% | Add +314.4% | 75,207 | $3.3M |
| Blair William & Co. | 0.01% | Add +10.0% | 74,507 | $3.3M |
| Virtue Capital Management, LLC | 0.51% | Add +248.9% | 73,092 | $3.3M |
| SkyOak Wealth, LLC | 0.59% | Add +0.1% | 73,878 | $3.3M |
| One Capital Management, LLC | 0.10% | Add +29.2% | 73,176 | $3.2M |
| 21 West Wealth Management LLC | 2.96% | Add +0.8% | 73,021 | $3.2M |
| WLTH Capital Management, LLC | 2.47% | — | 65,443 | $3.2M |
| Vista Investment Management | 1.05% | Add +10.6% | 71,619 | $3.2M |
| Northwest Wealth Management, LLC | 0.50% | Reduce -15.5% | 71,467 | $3.2M |
| City National Bank of Florida | 2.06% | Reduce -1.0% | 70,878 | $3.1M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -3.4% | 70,602 | $3.1M |
| Summit Trail Advisors, LLC | 0.05% | Add +10.3% | 69,571 | $3.1M |
| Mattson Financial Services, LLC | 0.72% | Reduce -6.7% | 69,162 | $3.1M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -10.6% | 68,553 | $3.0M |
| Norden Group LLC | 0.30% | Reduce -1.3% | 68,479 | $3.0M |
| Life Planning Partners, Inc | 2.32% | Reduce -21.1% | 68,210 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.4% | 68,092 | $3.0M |
| Carroll Advisory Group, LLC | 1.29% | — | 67,095 | $3.0M |
| Savvy Advisors, Inc. | 0.10% | Add +55.2% | 66,518 | $3.0M |
| Thompson David Blair | 1.68% | — | 66,491 | $3.0M |
| JFS Wealth Advisors, LLC | 0.17% | Reduce -1.3% | 65,961 | $2.9M |
| PCG Wealth Advisors, LLC | 0.83% | Add +18.6% | 65,692 | $2.9M |
| Lunt Capital Management, Inc. | 1.07% | Reduce -2.4% | 64,288 | $2.9M |
| Trinity Wealth Management, LLC | 1.04% | Add +9.1% | 63,640 | $2.8M |
| Simon Quick Advisors, LLC | 0.12% | Reduce -12.2% | 63,037 | $2.8M |
| Ascent Group, LLC | 0.10% | Add +15.1% | 62,576 | $2.8M |
| Columbia River Financial Group, LLC | 1.70% | Add +2.8% | 62,273 | $2.8M |
| Walsh & Associates, LLC | 2.71% | — | 61,990 | $2.8M |
| Sowell Financial Services LLC | 0.10% | Add +2.9% | 61,827 | $2.7M |
| Glen Eagle Advisors, LLC | 0.37% | Reduce -0.7% | 61,678 | $2.7M |
| ABLE Financial Group, LLC | 0.55% | Reduce -0.1% | 61,070 | $2.7M |
| Baron Financial Group, LLC | 1.45% | Reduce -1.1% | 60,898 | $2.7M |
| Sharkey, Howes & Javer | 0.34% | Add +215.2% | 60,748 | $2.7M |
| Nicolet Advisory Services, LLC | 0.18% | Reduce -8.9% | 58,053 | $2.7M |
| Forefront Wealth Partners, LLC | 1.27% | Add +24.0% | 60,295 | $2.7M |
| Modern Wealth Management, LLC | 0.05% | Reduce -40.1% | 60,080 | $2.7M |
| FF Advisors,LLC | 1.18% | Reduce -0.5% | 59,813 | $2.7M |
| Breakwater Investment Management | 0.96% | Reduce -0.2% | 59,773 | $2.7M |
| Landmark Wealth Management, LLC | 1.01% | Reduce -2.7% | 59,481 | $2.6M |
| Compound Planning, Inc. | 0.08% | Add +0.2% | 58,785 | $2.6M |
| Chicago Capital, LLC | 0.06% | Add +190.0% | 58,000 | $2.6M |
| Watershed Private Wealth LLC | 0.77% | Reduce -0.6% | 57,846 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.23% | Reduce -0.0% | 57,563 | $2.6M |
| Livet Wealth, LLC | 1.56% | — | 56,930 | $2.5M |
| Opus Capital Group, LLC | 0.27% | Reduce -0.2% | 56,649 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +88.1% | 55,756 | $2.5M |
| First Manhattan Co. Llc. | 0.01% | Add +22.6% | 55,118 | $2.4M |
| Principal Securities, Inc. | 0.04% | Add +182.1% | 54,891 | $2.4M |
| Perennial Investment Advisors, LLC | 0.19% | Reduce -0.1% | 53,724 | $2.4M |
| United Asset Strategies, Inc. | 0.18% | Reduce -0.1% | 53,688 | $2.4M |
| AdvisorNet Financial, Inc | 0.13% | Add +1.6% | 53,547 | $2.4M |
| Financial Connections Group, Inc. | 0.81% | Add +0.5% | 53,169 | $2.4M |
| Clear Creek Financial Management, LLC | 0.19% | Add +65.3% | 53,147 | $2.4M |
| Alliance Wealth Advisors, LLC | 0.51% | Reduce -19.6% | 53,117 | $2.4M |
| Rockbridge Investment Management, LCC | 0.22% | Reduce -1.9% | 52,544 | $2.3M |
| Andrews Advisory Associates, LLC | 1.23% | — | 52,127 | $2.3M |
| NewEdge Wealth, LLC | 0.03% | Add +0.0% | 52,036 | $2.3M |
| Byrne Financial Freedom, LLC | 1.05% | Reduce -1.3% | 51,595 | $2.3M |
| Gainplan LLC | 0.85% | Add +1.9% | 51,199 | $2.3M |
| Tilson Financial Group, Inc. | 0.70% | Reduce -0.4% | 51,173 | $2.3M |
| Lockerman Financial Group, Inc. | 4.31% | Add +33.5% | 50,591 | $2.2M |
| Financial Network Wealth Advisors LLC | 2.31% | Add +4.6% | 49,852 | $2.2M |
| StoneX Group Inc. | 0.10% | Add +1.7% | 49,487 | $2.2M |
| Wedmont Private Capital | 0.08% | Add +12.8% | 48,358 | $2.2M |
| Bell Bank | 0.09% | Add +62.8% | 49,351 | $2.2M |
| Zhang Financial LLC | 0.08% | Reduce -1.0% | 49,049 | $2.2M |
| ACT Advisors, LLC. | 0.86% | Reduce -2.7% | 48,922 | $2.2M |
| Worth Financial Advisory Group, LLC | 1.05% | Add +2.7% | 48,642 | $2.2M |
| Sherman Asset Management, Inc. | 1.82% | Reduce -2.8% | 48,370 | $2.1M |
| Maridea Wealth Management LLC | 0.32% | Add +4.9% | 48,309 | $2.1M |
| Private Wealth Group, LLC | 1.02% | Add +2.1% | 47,908 | $2.1M |
| Rehmann Capital Advisory Group | 0.11% | Add +4.4% | 47,441 | $2.1M |
| Silverlake Wealth Management LLC | 0.47% | Add +20.2% | 47,365 | $2.1M |
| Investment Partners, LTD. | 0.74% | Reduce -13.0% | 47,329 | $2.1M |
| Sage Mountain Advisors LLC | 0.11% | No change | 47,171 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.1% | 47,100 | $2.1M |
| Outlook Wealth Advisors, LLC | 0.47% | Add +21.7% | 46,648 | $2.1M |
| Apeiron RIA LLC | 0.42% | Add +6.2% | 43,782 | $2.1M |
| Comprehensive Money Management Services LLC | 1.41% | Reduce -0.2% | 46,192 | $2.1M |
| Stablepoint Partners, LLC | 0.32% | Add +3.4% | 45,768 | $2.0M |
| Money Concepts Capital Corp. | 0.11% | Add +28.4% | 45,743 | $2.0M |
| Caitlin John, LLC | 1.31% | Reduce -20.5% | 45,070 | $2.0M |
| Capital Planning Advisors, LLC | 0.27% | Add +3.7% | 45,020 | $2.0M |
| Gambit Capital Management, LLC | 1.42% | — | 44,545 | $2.0M |
| Stevens Capital Partners | 0.52% | Add +9.5% | 44,481 | $2.0M |
| Legacy Private Trust Co. | 0.12% | Reduce -1.4% | 44,468 | $2.0M |
| IRON Financial LLC | 0.90% | Reduce -4.5% | 43,972 | $2.0M |
| Bluespring Wealth Management, LLC | 0.17% | No change | 43,537 | $1.9M |
| Fifth Third Bancorp | 0.01% | Add +17.4% | 42,890 | $1.9M |
| Apollon Wealth Management, LLC | 0.03% | Add +1.0% | 42,079 | $1.9M |
| MCF Advisors LLC | 0.10% | Reduce -0.5% | 41,315 | $1.8M |
| Tempus Wealth Planning, LLC | 0.42% | Add +2.2% | 41,235 | $1.8M |
| McNaughton Wealth Management, LLC | 0.75% | Add +5.0% | 40,987 | $1.8M |
| Krilogy Financial LLC | 0.06% | Add +0.5% | 38,279 | $1.8M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -8.5% | 40,396 | $1.8M |
| Enclave Advisors LLC | 0.25% | Add +28.4% | 40,068 | $1.8M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -29.4% | 40,045 | $1.8M |
| PW Advisors, LLC \ FL | 1.42% | — | 39,756 | $1.8M |
| Clarkston Capital Partners, LLC | 0.04% | No change | 39,500 | $1.8M |
| Caliber Wealth Management, LLC / KS | 0.19% | Reduce -51.4% | 39,263 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +5.8% | 39,094 | $1.7M |
| Bill Few Associates, Inc. | 0.42% | Add +7.1% | 38,801 | $1.7M |
| Vise Technologies, Inc. | 0.03% | Add +75.6% | 37,480 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +3.0% | 37,459 | $1.7M |
| Fullerton Advisors, LLC | 1.66% | — | 37,418 | $1.7M |
| Barnes Wealth Management Group, Inc | 0.88% | Reduce -4.6% | 37,020 | $1.6M |
| Hibernia Wealth Partners, LLC | 0.49% | Add +95.2% | 36,713 | $1.6M |
| Composition Wealth, LLC | 0.02% | Reduce -1.0% | 36,631 | $1.6M |
| Wealthcare Capital Partners, LLC | 0.76% | Add +2.8% | 36,480 | $1.6M |
| Vericrest Private Wealth | 1.44% | — | 36,372 | $1.6M |
| Howard Wealth Management, LLC | 0.70% | Add +4.7% | 36,004 | $1.6M |
| Blue Capital, Inc. | 1.14% | Reduce -4.6% | 35,954 | $1.6M |
| Detalus Advisors, LLC | 0.39% | Add +23.3% | 35,615 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.52% | Reduce -0.7% | 35,611 | $1.6M |
| Northern Trust Corp. | 0.00% | Add +6.0% | 35,377 | $1.6M |
| True North Advisors, LLC | 0.20% | New | 35,286 | $1.6M |
| Becker Capital Management Inc. | 0.04% | New | 35,138 | $1.6M |
| Laurel Wealth Planning LLC | 0.86% | Reduce -4.4% | 35,020 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -9.6% | 34,914 | $1.6M |
| Eagle Strategies LLC | 0.20% | Reduce -2.0% | 34,913 | $1.6M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -2.1% | 34,868 | $1.5M |
| Ballast Advisors LLC | 0.43% | Reduce -2.0% | 34,840 | $1.5M |
| WealthPoint Financial, LLC | 1.33% | — | 34,533 | $1.5M |
| Goldstein Advisors, LLC | 0.17% | Reduce -16.1% | 34,508 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +2725.7% | 34,417 | $1.5M |
| Courier Capital LLC | 0.08% | Reduce -9.5% | 33,970 | $1.5M |
| Black Diamond Financial, LLC | 0.16% | Add +8.1% | 33,872 | $1.5M |
| Realta Investment Advisors | 0.49% | Add +7.0% | 33,702 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +73.6% | 33,639 | $1.5M |
| FreeGulliver LLC | 0.66% | Reduce -1.2% | 33,256 | $1.5M |
| Jim Saulnier & Associates, LLC | 0.77% | Add +20.5% | 33,256 | $1.5M |
| TKG Advisors, LLC | 0.59% | Reduce -0.9% | 33,170 | $1.5M |
| Dravo Bay LLC | 0.61% | Reduce -0.3% | 33,053 | $1.5M |
| Pinnacle Family Advisors, LLC | 0.65% | Reduce -56.8% | 33,040 | $1.5M |
| Legacy Edge Advisors, LLC | 0.16% | Add +1.3% | 32,613 | $1.4M |
| Altrius Capital Management Inc | 0.30% | Add +4.9% | 32,179 | $1.4M |
| Triad Wealth Partners, LLC | 0.14% | Reduce -6.3% | 32,148 | $1.4M |
| Journey Retirement Planning & Investment Management LLC | 0.29% | — | 32,000 | $1.4M |
| Sterling Wealth Management, Inc. | 0.40% | Reduce -5.3% | 31,918 | $1.4M |
| Calton & Associates, Inc. | 0.21% | Reduce -1.6% | 31,896 | $1.4M |
| Balboa Wealth Partners | 0.23% | Add +39.2% | 31,543 | $1.4M |
| MBM Wealth Consultants, LLC | 0.33% | Add +3.8% | 31,535 | $1.4M |
| German American Bancorp, Inc. | 0.12% | No change | 31,453 | $1.4M |
| Peirce Capital Management, LLC | 0.55% | No change | 31,302 | $1.4M |
| TFB Advisors LLC | 0.38% | Add +0.8% | 30,630 | $1.4M |
| CORDA Investment Management, LLC. | 0.10% | Add +7.8% | 30,460 | $1.4M |
| Phillips Financial Management, LLC | 0.09% | Reduce -4.5% | 30,419 | $1.4M |
| Kraft, Davis & Associates, LLC | 0.30% | Add +6.7% | 29,389 | $1.3M |
| Paladin Advisory Group, LLC | 0.98% | Reduce -40.7% | 30,316 | $1.3M |
| Iams Wealth Management, LLC | 0.49% | Add +18.9% | 30,292 | $1.3M |
| Golden State Wealth Management, LLC | 0.14% | Add +6.9% | 30,084 | $1.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Reduce -3.4% | 29,731 | $1.3M |
| PCB Capital LLC | 2.12% | — | 29,730 | $1.3M |
| River Street Advisors LLC | 0.49% | Add +5.8% | 29,471 | $1.3M |
| Keystone Wealth Services, LLC | 0.27% | Reduce -2.5% | 29,318 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | Add +21.4% | 28,599 | $1.3M |
| LWM Advisory Services, LLC | 0.73% | Add +19.3% | 28,106 | $1.2M |
| Mgo One Seven LLC | 0.03% | Add +0.9% | 27,889 | $1.2M |
| Seaside Wealth Management, Inc. | 0.35% | Add +1.4% | 27,878 | $1.2M |
| Narus Financial Partners, LLC | 0.34% | Add +1.1% | 27,824 | $1.2M |
| Red Reef Advisors LLC | 1.26% | — | 27,808 | $1.2M |
| Advisors Management Group Inc. | 0.22% | Reduce -1.3% | 27,679 | $1.2M |
| First Trust Advisors LP | 0.00% | Add +1.8% | 27,619 | $1.2M |
| Seneca Financial Advisors LLC | 0.37% | Add +1.8% | 27,609 | $1.2M |
| Brand Asset Management Group, Inc. | 0.34% | Add +0.3% | 27,558 | $1.2M |
| Bank of Hawaii | 0.06% | No change | 27,549 | $1.2M |
| Keystone Financial Group | 0.09% | Add +2.5% | 27,274 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Add +1.0% | 27,156 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | Reduce -1.2% | 26,923 | $1.2M |
| MGB Wealth Management, LLC | 0.34% | Add +7.7% | 26,865 | $1.2M |
| Tannin Capital LLC | 1.06% | — | 26,718 | $1.2M |
| MidAtlantic Capital Management, Inc. | 0.76% | Add +0.1% | 26,615 | $1.2M |
| Great Diamond Partners, LLC | 0.22% | Reduce -21.6% | 26,098 | $1.2M |
| Fortis Group Advisors, LLC | 0.19% | Add +8.8% | 24,405 | $1.1M |
| WealthCare Investment Partners, LLC | 0.33% | Add +3.1% | 25,319 | $1.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.11% | — | 25,517 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -10.1% | 25,412 | $1.1M |
| FWG Investments, LLC. | 0.72% | Reduce -0.8% | 25,336 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +6.8% | 25,088 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -11.0% | 24,904 | $1.1M |
| Bokf, NA | 0.02% | No change | 24,634 | $1.1M |
| PFG Advisors | 0.05% | Reduce -78.5% | 24,377 | $1.1M |
| IFG Advisors, LLC | 0.18% | Add +1.8% | 24,327 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +6.9% | 24,268 | $1.1M |
| Cambient Family Office, LLC | 0.15% | — | 24,125 | $1.1M |
| Hopwood Nicholas Hunter | 0.35% | — | 24,063 | $1.1M |
| Hancock Whitney Corp. | 0.02% | Add +6.4% | 23,854 | $1.1M |
| A4 Wealth Advisors LLC | 0.91% | Reduce -27.7% | 23,669 | $1.1M |
| Gilpin Wealth Management, LLC | 0.83% | — | 23,610 | $1.0M |
| Exencial Wealth Advisors, LLC | 0.03% | Add +3.7% | 23,571 | $1.0M |
| Wallace Advisory Group, LLC | 1.09% | Reduce -3.4% | 23,377 | $1.0M |
| Key Financial Inc | 0.19% | Add +4.3% | 23,137 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.6% | 22,936 | $1.0M |
| Penobscot Wealth Management | 0.31% | Add +9.6% | 22,868 | $1.0M |
| Wealth Advisors Northwest LLC | 0.45% | Reduce -2.6% | 22,844 | $1.0M |
| Voya Financial Advisors, Inc. | 0.10% | Add +6.3% | 22,567 | $1.0M |
| Kelman-Lazarov, Inc. | 0.14% | Add +83.1% | 22,584 | $1.0M |
| Csenge Advisory Group | 0.05% | Add +13.8% | 22,516 | $1000K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -5.5% | 22,468 | $998K |
| Howard Financial Services, LTD. | 0.12% | No change | 22,431 | $996K |
| Prevail Innovative Wealth Advisors, LLC | 0.18% | Add +7.6% | 22,332 | $992K |
| Bison Wealth, LLC | 0.11% | New | 22,301 | $986K |
| WFA of San Diego, LLC | 0.72% | Reduce -1.6% | 22,058 | $980K |
| Newport Capital Group, LLC | 0.59% | Reduce -1.2% | 21,830 | $969K |
| Quadrature Capital Ltd | 0.01% | New | 21,822 | $969K |
| Balentine LLC | 0.04% | Reduce -15.0% | 21,814 | $969K |
| SageView Advisory Group, LLC | 0.03% | Reduce -17.3% | 21,754 | $966K |
| Medallion Wealth Advisors, LLC | 0.31% | Reduce -4.0% | 21,102 | $937K |
| Keybank National Association | 0.00% | No change | 20,891 | $928K |
| Ameritas Advisory Services, LLC | 0.03% | Add +748.1% | 20,889 | $928K |
| Destiny Capital Corp | 0.48% | No change | 20,843 | $926K |
| Rock Point Advisors, LLC | 0.23% | Add +3.5% | 20,798 | $924K |
| Elyxium Wealth, LLC | 0.26% | New | 20,768 | $922K |
| Allen Capital Group, LLC | 0.08% | Reduce -0.1% | 20,662 | $918K |
| Leverty Financial Group, LLC | 0.22% | No change | 20,634 | $916K |
| Citadel Advisors | 0.00% | No change | 20,569 | $913K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 20,491 | $910K |
| Absolute Capital Management, LLC | 0.33% | Add +36.9% | 20,359 | $904K |
| Strategic Wealth Partners, Ltd. | 0.06% | Add +14.1% | 20,326 | $903K |
| Resurgent Financial Advisors LLC | 0.45% | Add +11.8% | 20,317 | $902K |
| Strategic Blueprint, LLC | 0.05% | Reduce -4.9% | 20,315 | $902K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 20,253 | $899K |
| Maia Wealth LLC | 0.15% | Reduce -0.3% | 18,448 | $898K |
| Colonial Trust Co / SC | 0.12% | No change | 20,195 | $897K |
| Uptown Financial Advisors LLC | 0.76% | Add +2.9% | 20,121 | $894K |
| Baker Tilly Wealth Management, LLC | 0.22% | Add +7.7% | 20,054 | $891K |
| Canal Capital Management, LLC | 0.12% | Add +1.3% | 19,717 | $876K |
| Vantus Wealth LLC | 0.64% | — | 19,559 | $869K |
| Rooted Wealth Advisors, Inc. | 0.24% | Reduce -2.0% | 18,252 | $866K |
| Balanced Wealth Group LLC | 0.32% | No change | 20,082 | $866K |
| SeedSafe Financial LLC | 0.77% | — | 19,498 | $866K |
| Zacks Investment Management | 0.01% | Reduce -18.4% | 19,351 | $859K |
| Kintra Wealth, LLC | 0.12% | Add +6.5% | 19,230 | $854K |
| Professional Financial Advisors, LLC | 0.17% | Add +3.3% | 19,083 | $847K |
| Franklin Resources Inc. | 0.00% | No change | 19,061 | $846K |
| Stephens Inc. | 0.01% | Add +0.0% | 18,946 | $841K |
| CogentBlue Wealth Advisors, LLC | 0.57% | Add +0.0% | 18,856 | $837K |
| Sigma Planning Corp | 0.02% | Add +3.3% | 18,850 | $837K |
| WealthShield Partners, LLC | 0.09% | Reduce -0.7% | 18,836 | $837K |
| Acropolis Investment Management, LLC | 0.04% | Reduce -2.5% | 18,517 | $822K |
| Tru Independence Asset Management 2, LLC | 0.51% | No change | 18,385 | $816K |
| October Effect Ltd | 0.90% | Add +19.1% | 18,315 | $813K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.5% | 18,295 | $812K |
| McClarren Financial Advisors, Inc. | 0.48% | Reduce -82.5% | 2,962 | $812K |
| Ieq Capital, LLC | 0.00% | Add +33.6% | 18,264 | $811K |
| Upper Left Wealth Management, LLC | 0.49% | Reduce -3.4% | 18,068 | $802K |
| Port Capital LLC | 0.03% | No change | 18,000 | $799K |
| M Holdings Securities, Inc. | 0.06% | New | 17,987 | $799K |
| Creative Financial Designs Inc. | 0.05% | Add +16.3% | 17,921 | $796K |
| Wiregrass Investment Management LLC | 0.66% | — | 17,774 | $789K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +97.7% | 17,733 | $788K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.61% | — | 17,663 | $784K |
| Bolthouse Investments, LLC | 0.69% | No change | 17,438 | $774K |
| Clark Asset Management, LLC | 0.08% | Reduce -18.4% | 17,382 | $772K |
| Lumbard & Kellner, LLC | 0.27% | No change | 17,381 | $772K |
| Prospect Financial Group LLC | 0.71% | No change | 17,090 | $759K |
| Plan A Wealth LLC | 0.37% | Reduce -23.2% | 17,020 | $756K |
| Arkadios Wealth Advisors | 0.01% | New | 16,953 | $753K |
| Client 1ST Advisory Group, LLC | 0.23% | Reduce -0.3% | 16,541 | $735K |
| BSW Wealth Partners | 0.09% | Reduce -4.0% | 16,461 | $731K |
| WCG Wealth Advisors LLC | 0.02% | New | 16,457 | $731K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 16,323 | $725K |
| Stone Summit Wealth LLC | 0.20% | Add +6.0% | 16,311 | $724K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | No change | 16,257 | $722K |
| RMR Wealth Builders | 0.06% | Add +1.6% | 16,236 | $721K |
| Spectrum Planning & Advisory Services Inc. | 0.37% | Add +11.3% | 16,052 | $713K |
| Blue Barn Wealth, LLC | 1.03% | Reduce -78.6% | 15,989 | $710K |
| Bernicke Wealth Management, Ltd. | 0.09% | — | 15,970 | $709K |
| Coordinated Financial Services, Inc. | 0.41% | Add +3.5% | 15,929 | $707K |
| Redwood Financial Network Corp | 0.45% | Add +11.4% | 15,810 | $702K |
| Lane Brothers & Co. Inc. | 0.50% | — | 15,681 | $696K |
| FSA Advisors, Inc. | 0.48% | Add +189.6% | 27,074 | $694K |
| Canvas Wealth Advisors, LLC | 0.12% | No change | 15,565 | $691K |
| Evergreen Capital Management LLC | 0.02% | Add +2.1% | 15,525 | $689K |
| Berger Financial Group, Inc | 0.04% | Reduce -0.1% | 15,441 | $686K |
| Running Point Capital Advisors, LLC | 0.19% | No change | 15,369 | $683K |
| Whittier Trust Co. | 0.01% | No change | 14,917 | $680K |
| Wedbush Securities Inc. | 0.02% | Add +12.2% | 15,314 | $680K |
| Western Reserve Capital Management, LLC | 0.63% | — | 15,201 | $675K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.4% | 15,135 | $672K |
| Cape Investment Advisory, Inc. | 0.21% | Add +137390.9% | 15,124 | $672K |
| LVM Capital Management Ltd. | 0.06% | No change | 15,100 | $671K |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +14979.0% | 15,079 | $670K |
| Aegis Wealth Management, Inc. | 0.52% | — | 14,980 | $665K |
| Pacifica Partners Inc. | 0.29% | Add +13.5% | 14,745 | $662K |
| Impact Partnership Wealth, LLC | 0.08% | Add +75.4% | 14,890 | $661K |
| Gross & Hartman Investments LLC | 0.38% | — | 14,876 | $661K |
| Triumph Capital Management | 0.14% | Add +32.4% | 14,806 | $658K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -3.0% | 14,681 | $652K |
| Brooklyn Investment Group | 0.03% | New | 14,541 | $649K |
| Texas Yale Capital Corp. | 0.02% | No change | 14,500 | $644K |
| E6 Portfolios, LLC | 0.73% | — | 14,452 | $642K |
| TLWM | 0.12% | Add +3.4% | 14,446 | $642K |
| Wealthcare Capital Management LLC | 0.06% | Add +0.3% | 14,440 | $641K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.5% | 14,403 | $640K |
| Evoke Wealth, LLC | 0.01% | Add +1.8% | 14,397 | $639K |
| Yoder Wealth Management, Inc. | 0.29% | No change | 14,300 | $635K |
| Vantage Point Financial LLC | 0.23% | Add +1.5% | 14,295 | $635K |
| Coastline Complete Wealth LLC | 0.40% | — | 14,269 | $634K |
| Hurley Capital, LLC | 0.35% | Reduce -8.1% | 14,171 | $629K |
| BCK Partners, Inc. | 0.34% | Reduce -1.3% | 14,164 | $629K |
| Richard W. Paul & Associates, LLC | 0.21% | Add +6.0% | 14,121 | $627K |
| Cypress Financial Planning LLC | 0.17% | Add +54.7% | 13,995 | $623K |
| Cedar Point Capital Partners, LLC | 0.40% | Reduce -12.5% | 14,004 | $622K |
| Stock Yards Bank & Trust Co. | 0.02% | No change | 13,953 | $620K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 13,919 | $618K |
| Anchor Investment Management, LLC | 0.05% | No change | 13,667 | $607K |
| AIFG Consultants Ltd. | 1.04% | Reduce -13.3% | 13,603 | $604K |
| Ellevest, Inc. | 0.08% | Add +93.1% | 13,541 | $601K |
| Hershey Financial Advisers, LLC | 0.51% | Add +15.6% | 13,538 | $601K |
| Natixis Advisors, LLC | 0.00% | New | 13,490 | $599K |
| Glassman Wealth Services | 0.08% | Add +1.8% | 13,443 | $597K |
| Chicago Partners Investment Group LLC | 0.01% | Add +15.6% | 12,754 | $596K |
| Capital Advisors Inc. | 0.01% | Add +97.5% | 13,387 | $595K |
| Cardiff Park Advisors, LLC | 0.05% | Add +2.8% | 13,300 | $591K |
| Belleair Asset Management, LLC | 0.56% | — | 13,291 | $590K |
| Mosaic Family Wealth Partners, LLC | 0.06% | New | 13,277 | $590K |
| Lantz Financial LLC | 0.12% | Reduce -0.2% | 13,190 | $586K |
| Astoria Strategic Wealth, Inc. | 0.15% | Add +0.8% | 13,178 | $585K |
| Rf&l Wealth Management, LLC | 0.33% | Reduce -0.4% | 13,170 | $585K |
| Family Legacy, Inc. | 0.17% | Reduce -0.1% | 13,137 | $583K |
| Altus Wealth Group LLC | 0.23% | Reduce -5.7% | 13,033 | $579K |
| Shepherd Financial Partners LLC | 0.05% | No change | 12,998 | $577K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.4% | 12,927 | $574K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +28.8% | 12,861 | $571K |
| Capital Advisory Group Advisory Services, LLC | 0.17% | Add +54.4% | 12,775 | $567K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.3% | 12,722 | $565K |
| Quantum Financial Planning Services, Inc. | 0.20% | Add +52.8% | 12,714 | $565K |
| Strategic Investment Advisors / MI | 0.05% | Add +58.0% | 12,685 | $563K |
| Redwood Investment Management, LLC | 0.06% | Add +14.1% | 12,582 | $559K |
| Pacific Park Financial, Inc. | 0.35% | — | 12,528 | $556K |
| Intrua Financial, LLC | 0.06% | Reduce -41.0% | 12,283 | $545K |
| Sequent Asset Management, LLC | 0.24% | No change | 12,129 | $539K |
| Banco Santander, S.A. | 0.00% | Add +5.3% | 12,039 | $535K |
| Kelly Financial Services LLC | 0.13% | Add +27.5% | 11,992 | $533K |
| Kavar Capital Partners Group, LLC | 0.07% | No change | 11,976 | $532K |
| Advance Capital Management, Inc. | 0.02% | Reduce -12.1% | 11,938 | $530K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 11,876 | $527K |
| Intrepid Financial Planning Group LLC | 0.20% | Reduce -0.5% | 11,774 | $523K |
| Old Second National Bank of Aurora | 0.10% | Add +0.3% | 11,762 | $522K |
| SteelPeak Wealth, LLC | 0.02% | Add +1.2% | 11,750 | $522K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -5.3% | 11,638 | $517K |
| Curi Capital, LLC | 0.01% | Add +140.7% | 11,440 | $508K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +26.4% | 21,690 | $503K |
| Howard Capital Management Group, LLC | 0.03% | No change | 11,200 | $497K |
| Lincoln Capital Corp. | 0.18% | No change | 11,143 | $495K |
| Maripau Wealth Management LLC | 0.23% | Add +53.6% | 11,112 | $495K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -7.2% | 11,112 | $493K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -72.3% | 11,034 | $492K |
| Retirement Planning Group, LLC | 0.02% | Add +2.9% | 11,072 | $492K |
| Integrated Investment Consultants, LLC | 0.10% | No change | 11,040 | $490K |
| Safe Harbor Wealth Advisors, LLC | 0.47% | — | 10,074 | $490K |
| Delta Financial Advisors LLC | 0.13% | New | 11,020 | $489K |
| OakTrust Wealth Advisors, LLC | 0.45% | — | 11,000 | $489K |
| KPP Advisory Services LLC | 0.07% | Add +3.1% | 10,875 | $483K |
| REAP Financial Group, LLC | 0.10% | Add +0.6% | 10,808 | $480K |
| Leo Wealth, LLC | 0.03% | Add +1.2% | 10,725 | $476K |
| Evolution Wealth Management Inc. | 0.39% | Add +161.5% | 10,715 | $476K |
| American Institute for Advanced Investment Management, LLP | 0.31% | Reduce -6.7% | 10,709 | $476K |
| Smith, Moore & Co. | 0.04% | No change | 10,704 | $475K |
| Partners Wealth Management, LLC | 0.49% | Reduce -0.6% | 10,660 | $473K |
| Quest 10 Wealth Builders, Inc. | 0.42% | Add +5.5% | 10,589 | $470K |
| Meritage Portfolio Management | 0.03% | Reduce -1.3% | 10,516 | $467K |
| United Advisor Group, LLC | 0.06% | Add +19.8% | 10,499 | $466K |
| Burney Co./ | 0.01% | No change | 10,484 | $466K |
| 4WEALTH Advisors, Inc. | 0.40% | Add +3.5% | 10,385 | $461K |
| Stewardship Concepts Financial Services LLC | 0.39% | — | 10,320 | $459K |
| Vanguard Group Inc. | 0.00% | Add +26.8% | 10,311 | $458K |
| Asset Dedication, LLC | 0.03% | Add +1.7% | 10,282 | $457K |
| Plan Group Financial, LLC | 0.12% | Reduce -9.2% | 10,250 | $455K |
| Evanson Asset Management, LLC | 0.02% | No change | 10,235 | $455K |
| Cannon Financial Strategists, Inc. | 0.06% | Add +0.3% | 10,214 | $454K |
| Catalyst Financial Partners LLC | 0.05% | Add +53.1% | 10,212 | $454K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -0.0% | 10,203 | $453K |
| Diversified Enterprises, LLC | 0.03% | Add +17.3% | 10,192 | $453K |
| Bravias Capital Group, LLC | 0.27% | Add +0.8% | 10,100 | $449K |
| Portland Financial Advisors Inc | 0.95% | Add +5.0% | 10,092 | $448K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | Add +36.9% | 10,083 | $448K |
| Prasad Wealth Partners, LLC | 0.12% | Add +1.8% | 10,024 | $445K |
| McAdam, LLC | 0.02% | Reduce -1.1% | 10,018 | $445K |
| One Wealth Capital Management, LLC | 0.19% | Add +48.6% | 9,996 | $444K |
| Clark Capital Management Group, Inc. | 0.00% | Add +11.6% | 9,935 | $441K |
| Sensible Money, LLC | 0.14% | Add +1.8% | 9,868 | $438K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.8% | 9,860 | $438K |
| Claro Advisors Inc. | 0.06% | Add +1.4% | 9,834 | $437K |
| American Trust | 0.04% | Add +1.1% | 9,804 | $435K |
| Keel Point, LLC | 0.03% | Reduce -0.0% | 9,739 | $433K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -7.3% | 9,663 | $429K |
| Fell Capital Management | 0.42% | — | 9,653 | $429K |
| Twin Focus Capital Partners, LLC | 0.05% | Add +99.4% | 9,630 | $428K |
| Signaturefd, LLC | 0.01% | Add +25.3% | 9,621 | $427K |
| Tme Financial, Inc. | 0.30% | Add +0.4% | 9,468 | $420K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -26.6% | 9,433 | $419K |
| GW&K Investment Management, LLC | 0.00% | No change | 9,414 | $418K |
| Vermillion & White Wealth Management Group, LLC | 0.23% | Reduce -0.0% | 9,388 | $417K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -6.5% | 9,381 | $417K |
| MBL Wealth, LLC | 0.03% | No change | 9,375 | $416K |
| Wealthgarden F.S. LLC | 0.27% | Add +20.7% | 8,870 | $416K |
| Advisors Capital Management, LLC | 0.00% | Reduce -5.7% | 9,331 | $414K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.6% | 9,285 | $412K |
| Urban Financial Advisory Corp | 0.16% | Add +2.6% | 9,248 | $411K |
| Alta Wealth Advisors LLC | 0.14% | Add +7.6% | 9,236 | $410K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -17.5% | 9,207 | $409K |
| Latitude Advisors, LLC | 0.18% | Reduce -9.2% | 9,207 | $409K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -0.4% | 9,178 | $408K |
| Clarity Capital Advisors, LLC | 0.20% | Add +1.8% | 9,176 | $408K |
| Elmwood Wealth Management, Inc. | 0.13% | New | 9,160 | $407K |
| Moisand Fitzgerald Tamayo, LLC | 0.05% | Reduce -2.0% | 9,136 | $406K |
| Squarepoint Ops LLC | 0.00% | Reduce -53.2% | 9,125 | $405K |
| MSH Capital Advisors LLC | 0.09% | Reduce -0.1% | 9,091 | $404K |
| Johnson Investment Counsel Inc. | 0.00% | Add +32.9% | 9,063 | $402K |
| BlueChip Wealth Advisors LLC | 0.17% | New | 9,063 | $402K |
| Investments & Financial Planning, LLC | 0.22% | Reduce -6.8% | 9,043 | $402K |
| MJT & Associates Financial Advisory Group, Inc. | 0.30% | Reduce -2.1% | 9,032 | $401K |
| Naples Global Advisors, LLC | 0.03% | Add +2.3% | 8,955 | $398K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.7% | 8,893 | $395K |
| Freedom Investment Management, Inc. | 0.11% | Add +7.2% | 8,813 | $391K |
| Cassilly Financial Group LLC | 0.34% | — | 8,769 | $389K |
| Uptick Partners, LLC | 0.08% | Add +10.4% | 8,753 | $389K |
| Focus Financial Network, Inc. | 0.01% | Add +0.0% | 8,743 | $388K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 8,722 | $387K |
| Veery Capital, LLC | 0.12% | No change | 8,709 | $387K |
| OMNI 360 Wealth, Inc. | 0.20% | Add +1.3% | 8,378 | $387K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 8,701 | $386K |
| Clear Harbor Asset Management, LLC | 0.03% | New | 8,694 | $386K |
| Fisher Asset Management | 0.00% | Reduce -29.9% | 8,655 | $384K |
| SBI Securities Co., Ltd. | 0.01% | Add +20.6% | 8,654 | $384K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +19.7% | 8,651 | $384K |
| Midwest Trust Co | 0.00% | Reduce -1.5% | 8,644 | $384K |
| Madden Advisory Services, Inc. | 0.15% | Reduce -1.3% | 8,548 | $380K |
| GWN Securities Inc. | 0.08% | Add +14.8% | 8,444 | $375K |
| First Horizon Corp. | 0.02% | No change | 8,378 | $372K |
| Financial Strategies Group, Inc. | 0.07% | Reduce -1.6% | 8,060 | $368K |
| Brian Low Financial Group, LLC | 0.26% | Add +21.5% | 8,260 | $367K |
| Annex Advisory Services, LLC | 0.01% | Reduce -11.4% | 8,206 | $364K |
| BDFS Capital LLC | 0.18% | — | 8,199 | $364K |
| Accel Wealth Management | 0.10% | Reduce -0.3% | 8,146 | $362K |
| Shaker Investments LLC | 0.15% | Add +17.9% | 8,128 | $361K |
| Providence Financial Advisors, LLC | 0.36% | Add +0.1% | 8,098 | $360K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 13,796 | $359K |
| Transce3nd, LLC | 2.89% | Reduce -27.5% | 7,503 | $358K |
| Visionary Horizons, LLC | 0.18% | Add +47.4% | 8,023 | $356K |
| Mission Wealth Management, LP | 0.01% | No change | 8,016 | $356K |
| Liberty Capital Management, Inc. | 0.07% | No change | 8,012 | $356K |
| Argent Trust Co | 0.01% | Reduce -5.2% | 7,968 | $354K |
| SFG Wealth Management, LLC. | 0.14% | Add +2.0% | 7,922 | $352K |
| Integrity Advisory Solutions, LLC | 0.05% | Reduce -7.6% | 7,922 | $352K |
| OLIO Financial Planning | 0.10% | Add +0.3% | 7,781 | $346K |
| HM Payson & Co. | 0.00% | No change | 7,764 | $345K |
| Caprock Group, LLC | 0.01% | New | 7,756 | $344K |
| M1 Capital Management LLC | 0.14% | Add +2.7% | 7,717 | $343K |
| Financial Plan, Inc. | 0.04% | — | 7,702 | $342K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,667 | $340K |
| LVZ, Inc. | 0.04% | New | 7,644 | $339K |
| Colonial River Investments, LLC | 0.12% | Reduce -21.8% | 7,627 | $339K |
| Ridgeline Wealth Planning, LLC | 0.24% | Reduce -34.9% | 7,610 | $338K |
| Aspiriant, LLC | 0.01% | New | 7,604 | $338K |
| Meridian Financial Advisors, LLC | 0.18% | Add +8.0% | 7,578 | $337K |
| Forza Wealth Management, LLC | 0.12% | No change | 7,545 | $335K |
| J2 Capital Management Inc | 0.24% | Add +11.6% | 7,506 | $333K |
| Buck Wealth Strategies, LLC | 0.04% | Reduce -8.2% | 7,461 | $331K |
| Foundation Wealth Management, LLC\PA | 0.12% | Reduce -44.4% | 7,459 | $331K |
| Wealthspire Advisors, LLC | 0.00% | Add +9.7% | 7,442 | $331K |
| Keebeck Wealth Management | 0.04% | Reduce -0.0% | 7,421 | $330K |
| Copley Financial Group, Inc. | 0.20% | Reduce -4.3% | 7,403 | $329K |
| Austin Wealth Management, LLC | 0.05% | Reduce -0.6% | 7,207 | $328K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +13.8% | 7,368 | $327K |
| Inspirion Wealth Advisors, LLC | 0.04% | New | 7,339 | $326K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -5.5% | 7,115 | $325K |
| Stonehearth Capital Management, LLC | 0.12% | No change | 7,322 | $325K |
| Edgestream Partners, L.P. | 0.01% | Reduce -1.0% | 7,297 | $324K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -9.2% | 7,277 | $323K |
| Morton Brown Family Wealth, LLC | 0.09% | Add +1.3% | 7,260 | $322K |
| MA Private Wealth | 0.05% | No change | 7,240 | $322K |
| HB Wealth Management, LLC | 0.00% | New | 7,224 | $321K |
| Prosperity Financial Group, Inc. | 0.11% | Reduce -11.7% | 7,170 | $318K |
| REDW Wealth LLC | 0.12% | No change | 7,158 | $318K |
| HBE Wealth Management, LLC | 0.30% | — | 7,096 | $315K |
| True Blue Financial, LLC | 0.26% | — | 7,058 | $313K |
| TrueWealth Financial Partners | 0.26% | New | 7,058 | $313K |
| Focused Alpha, LLC | 0.09% | — | 7,043 | $313K |
| Apollon Financial, LLC | 0.05% | Reduce -0.1% | 7,038 | $313K |
| Gibson Capital, LLC | 0.06% | No change | 7,002 | $311K |
| Moors & Cabot, Inc. | 0.01% | No change | 7,000 | $311K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +0.7% | 6,960 | $309K |
| Revere Asset Management, Inc | 0.11% | New | 6,941 | $308K |
| New Perspectives, Inc | 0.11% | No change | 6,940 | $308K |
| Warren Street Wealth Advisors, LLC | 0.09% | Reduce -42.7% | 6,904 | $307K |
| Smith Salley Wealth Management | 0.02% | No change | 6,880 | $306K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 6,872 | $305K |
| Yoffe Investment Management, LLC | 0.39% | No change | 6,841 | $304K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -10.7% | 6,832 | $303K |
| Anson Capital, Inc. | 0.22% | Reduce -0.4% | 6,826 | $303K |
| Linscomb Wealth, Inc. | 0.01% | No change | 6,805 | $302K |
| World Equity Group, Inc. | 0.08% | Add +6.2% | 6,804 | $302K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 6,769 | $301K |
| Parkway Wealth Management Group, LLC | 0.04% | — | 6,754 | $300K |
| Three Seasons Wealth, LLC | 0.03% | Add +6.6% | 6,741 | $299K |
| Pacific Excel Wealth Advisors, Inc. | 0.57% | — | 6,638 | $299K |
| HMV Wealth Advisors, LLC | 0.15% | No change | 6,705 | $298K |
| Armbruster Capital Management, Inc. | 0.05% | Add +14.7% | 6,695 | $297K |
| Lodestone Wealth Management LLC | 0.12% | No change | 6,683 | $297K |
| IFG Advisory, LLC | 0.01% | Reduce -53.2% | 6,619 | $294K |
| MB Generational Wealth, LLC | 0.16% | Reduce -4.0% | 6,603 | $293K |
| Legacy Bridge, LLC | 0.12% | No change | 6,585 | $292K |
| K2 Financial Inc. | 0.23% | Reduce -1.1% | 6,425 | $292K |
| HUB Investment Partners, LLC | 0.01% | Add +0.1% | 6,565 | $292K |
| Quadrant Capital Group LLC | 0.01% | No change | 6,558 | $291K |
| Traction Financial Partners, LLC | 0.17% | Add +5.0% | 6,547 | $291K |
| Peterson Wealth Management | 0.21% | Add +1.8% | 6,489 | $288K |
| Meramec Financial Planners, LLC | 0.11% | — | 6,015 | $288K |
| Mma Asset Management LLC | 0.10% | Add +1347.9% | 6,443 | $286K |
| SlateStone Wealth, LLC | 0.02% | Reduce -8.1% | 6,382 | $283K |
| Empirical Asset Management, LLC | 0.08% | Add +0.2% | 6,348 | $282K |
| Cannell & Spears LLC | 0.01% | No change | 6,332 | $281K |
| Retirement Investment Advisors, Inc. | 0.02% | Reduce -9.0% | 6,286 | $279K |
| Midwest Financial Partners Investments, Inc. | 0.15% | — | 6,270 | $278K |
| True Vision MN LLC | 0.14% | New | 6,195 | $275K |
| Castleview Partners, LLC | 0.14% | Add +19.5% | 6,186 | $275K |
| D.A. Davidson & Co. | 0.00% | Add +0.5% | 6,174 | $274K |
| Diversified Management Inc. | 0.06% | — | 6,169 | $274K |
| QRG Capital Management, Inc. | 0.00% | Add +19.6% | 6,130 | $272K |
| Spinnaker Investment Group, LLC | 0.05% | New | 6,125 | $272K |
| Oakwell Private Wealth Management, LLC | 0.05% | No change | 6,124 | $272K |
| Mayflower Financial Advisors, LLC | 0.03% | Add +8.4% | 6,099 | $271K |
| Independence Bank of Kentucky | 0.03% | No change | 6,096 | $271K |
| Wealth Architects, LLC | 0.02% | No change | 6,094 | $271K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -7.8% | 6,072 | $270K |
| Econ Financial Services Corp | 0.13% | New | 6,060 | $269K |
| Wolff Financial Management LLC | 0.06% | Add +1.3% | 6,042 | $268K |
| Fifth Third Securities, Inc. | 0.02% | Add +26.9% | 6,017 | $267K |
| Aviance Capital Partners, LLC | 0.03% | No change | 6,011 | $267K |
| GHP Investment Advisors, Inc. | 0.01% | Add +0.2% | 5,893 | $262K |
| Bright Futures Wealth Management, LLC. | 0.20% | Reduce -3.1% | 5,885 | $261K |
| GK Wealth Management LLC | 0.19% | Add +24.7% | 5,869 | $261K |
| Tranquility Partners, LLC | 0.09% | No change | 5,761 | $256K |
| Cambridge Advisors Inc. | 0.05% | No change | 5,747 | $255K |
| CX Institutional | 0.01% | Add +1.5% | 5,752 | $255K |
| Flynn Zito Capital Management, LLC | 0.09% | Reduce -0.1% | 5,740 | $255K |
| Premier Private Wealth Management LLC | 0.26% | — | 5,386 | $254K |
| Keystone Financial Services | 0.08% | No change | 5,718 | $254K |
| Firethorn Wealth Partners, LLC | 0.10% | Add +0.5% | 5,717 | $254K |
| Ballast Financial Advisors LLC | 0.26% | — | 5,680 | $252K |
| Telos Capital Management, Inc. | 0.02% | Reduce -0.8% | 5,673 | $252K |
| Aspen Wealth Management LLC | 0.05% | Add +1.8% | 5,619 | $250K |
| Synergy Investment Management, LLC | 0.09% | Reduce -19.9% | 5,606 | $249K |
| Castle Rock Wealth Management, LLC | 0.05% | Add +11.6% | 5,245 | $247K |
| Root Financial Partners, LLC | 0.01% | Add +96.5% | 5,563 | $247K |
| Manchester Capital Management LLC | 0.03% | Add +253.3% | 5,550 | $246K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.08% | No change | 5,539 | $246K |
| Oarsman Capital, Inc. | 0.03% | Reduce -1.8% | 5,530 | $246K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 5,530 | $246K |
| Beverly Hills Private Wealth, LLC | 0.04% | No change | 5,497 | $244K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.8% | 5,480 | $243K |
| Two Sigma Securities, LLC | 0.03% | Reduce -36.2% | 5,455 | $242K |
| Formidable Asset Management, LLC | 0.03% | Reduce -33.0% | 5,591 | $239K |
| Summit Investment Advisory Services, LLC | 0.09% | Add +0.9% | 5,383 | $239K |
| Sovran Advisors, LLC | 0.02% | No change | 5,144 | $237K |
| Nottingham Advisors, Inc. | 0.03% | Add +0.4% | 5,297 | $235K |
| Strive Financial Group ,LLC | 0.12% | — | 5,297 | $235K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 5,285 | $235K |
| JMG Financial Group, Ltd. | 0.01% | No change | 5,271 | $234K |
| Perissos Private Wealth Management, LLC | 0.20% | No change | 5,245 | $233K |
| Tandem Investment Partners LLC | 0.20% | New | 5,216 | $232K |
| Per Stirling Capital Management, LLC. | 0.03% | No change | 5,210 | $231K |
| Nicolet Bankshares Inc. | 0.04% | No change | 5,178 | $230K |
| Financial Advisors Network, Inc. | 0.03% | New | 5,132 | $228K |
| 49 Wealth Management, LLC | 0.02% | Add +1.7% | 5,119 | $227K |
| KLCM Advisors, Inc. | 0.02% | New | 5,089 | $226K |
| McIlrath & Eck, LLC | 0.02% | No change | 5,087 | $226K |
| DGS Capital Management, LLC | 0.04% | Reduce -0.0% | 5,078 | $226K |
| Richardson Capital Management LLC | 0.11% | No change | 5,077 | $225K |
| Raffa Wealth Management, LLC | 0.03% | Add +37.3% | 5,039 | $224K |
| Ballast, Inc. | 0.05% | Reduce -9.3% | 5,026 | $223K |
| Francis Financial, Inc. | 0.04% | New | 5,025 | $223K |
| Align Financial, LLC | 0.13% | — | 222,938 | $223K |
| Core Wealth Management, Inc. | 0.07% | New | 5,001 | $222K |
| Rainier Family Wealth Inc. | 0.17% | No change | 5,000 | $222K |
| ATX Financial Planning, LLC | 0.17% | — | 4,990 | $222K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -16.6% | 4,973 | $221K |
| Financial Futures Ltd Liability Co. | 0.10% | No change | 4,947 | $220K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 4,945 | $220K |
| Americana Partners, LLC | 0.01% | No change | 4,935 | $219K |
| Schorn Wealth LLC | 0.07% | Add +0.4% | 4,872 | $216K |
| High Net Worth Advisory Group LLC | 0.05% | Add +1.1% | 4,862 | $216K |
| Independent Wealth Network Inc. | 0.07% | Add +1.0% | 4,838 | $215K |
| Global View Capital Management LLC | 0.04% | New | 4,801 | $213K |
| Falcon Wealth Planning | 0.02% | No change | 4,799 | $213K |
| Manuka Financial, LLC | 0.13% | No change | 4,785 | $213K |
| Rialto Wealth Management, LLC | 0.05% | Reduce -2.9% | 4,749 | $211K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 4,700 | $209K |
| Ironwood Financial, llc | 0.04% | New | 4,512 | $208K |
| Demars Financial Group, LLC | 0.07% | New | 4,602 | $204K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | New | 4,580 | $203K |
| Maseco LLP | 0.01% | Add +41418.2% | 4,567 | $203K |
| Roof Eidam Maycock Peralta, LLC | 0.05% | New | 4,565 | $203K |
| Romano Brothers and Company | 0.02% | New | 4,563 | $203K |
| Cogent Private Wealth, Inc. | 0.15% | — | 4,555 | $202K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | — | 4,529 | $201K |
| Copia Wealth Management | 0.13% | No change | 4,071 | $181K |
| Kilter Group LLC | 0.08% | Add +7.6% | 4,060 | $180K |
| Hills Bank & Trust Co | 0.01% | No change | 4,055 | $180K |
| Legacy Wealth Managment, LLC | 0.08% | Reduce -20.6% | 3,940 | $175K |
| Orion Capital Management LLC | 0.06% | No change | 3,850 | $171K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -13.3% | 3,837 | $170K |
| Barnes Dennig Private Wealth Management LLC | 0.17% | Add +141.6% | 3,815 | $169K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.4% | 3,691 | $164K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -14.7% | 3,275 | $145K |
| Clearstead Trust, LLC | 0.02% | No change | 3,221 | $143K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 3,215 | $143K |
| Hoese & Co LLP | 0.10% | No change | 3,211 | $143K |
| Ancora Advisors LLC | 0.00% | Add +108.8% | 3,070 | $136K |
| Winch Advisory Services, LLC | 0.03% | Reduce -25.3% | 3,040 | $135K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,990 | $133K |
| Spire Wealth Management | 0.00% | No change | 2,927 | $130K |
| Morling Financial Advisors, LLC | 0.04% | Reduce -0.6% | 2,896 | $129K |
| Graney & King, LLC | 0.07% | Add +0.7% | 2,837 | $126K |
| Coston, McIsaac & Partners | 0.03% | No change | 2,813 | $124K |
| Addison Advisors LLC | 0.03% | No change | 2,780 | $123K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -20.1% | 2,664 | $119K |
| Evermay Wealth Management LLC | 0.01% | No change | 2,663 | $118K |
| Front Row Advisors LLC | 0.04% | No change | 2,647 | $118K |
| Abound Wealth Management | 0.03% | No change | 2,586 | $115K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.4% | 2,304 | $102K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 2,223 | $101K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 2,270 | $101K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -29.3% | 2,233 | $99K |
| Kingdom Financial Group LLC. | 0.03% | New | 2,230 | $99K |
| Operose Advisors LLC | 0.02% | Add +12.6% | 2,186 | $97K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,184 | $97K |
| Webster Bank, N. A. | 0.01% | No change | 2,153 | $96K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -3.0% | 2,140 | $95K |
| Harbor Asset Planning, Inc. | 0.08% | Reduce -4.7% | 2,111 | $94K |
| WealthCollab, LLC | 0.04% | No change | 2,100 | $93K |
| VSM Wealth Advisory, LLC | 0.03% | Add +1.7% | 2,005 | $89K |
| Accent Capital Management, LLC | 0.04% | No change | 2,000 | $89K |
| American Capital Advisory, LLC | 0.04% | No change | 1,900 | $84K |
| GPS Wealth Strategies Group, LLC | 0.07% | Reduce -95.6% | 1,888 | $84K |
| Bogart Wealth, LLC | 0.00% | Add +0.4% | 1,817 | $81K |
| Ssa Swiss Advisors AG | 0.04% | No change | 1,800 | $80K |
| International Assets Investment Management, LLC | 0.01% | New | 1,773 | $79K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,766 | $78K |
| Rothschild Investment LLC | 0.00% | No change | 1,751 | $78K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | No change | 1,499 | $67K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,497 | $66K |
| Safe Harbor Fiduciary, LLC | 0.06% | — | 1,461 | $65K |
| Ameriflex Group, Inc. | 0.03% | Add +98.8% | 1,459 | $65K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -6.6% | 1,425 | $63K |
| Compass Financial Services Inc | 0.03% | Add +0.9% | 1,400 | $62K |
| Trust Co | 0.01% | New | 1,368 | $61K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,367 | $61K |
| Covestor Ltd | 0.03% | Add +27.6% | 1,264 | $56K |
| Rogco, LP | 0.02% | No change | 1,246 | $55K |
| Tidemark, LLC | 0.02% | Reduce -5.0% | 1,211 | $54K |
| Bare Financial Services, Inc | 0.01% | No change | 1,210 | $54K |
| Navalign, LLC | 0.01% | New | 1,169 | $52K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,145 | $51K |
| Strengthening Families & Communities, LLC | 0.02% | Add +1.8% | 1,123 | $50K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +267.9% | 1,122 | $50K |
| Clarity Asset Management, Inc. | 0.03% | Add +1.8% | 1,113 | $49K |
| Stone House Investment Management, LLC | 0.01% | Add +16.9% | 1,087 | $48K |
| Crewe Advisors LLC | 0.00% | Add +162.4% | 1,081 | $48K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 1,064 | $47K |
| Tucker Asset Management LLC | 0.01% | New | 1,056 | $47K |
| WPG Advisers, LLC | 0.03% | No change | 1,039 | $46K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 1,040 | $46K |
| Frazier Financial Advisors, LLC | 0.02% | Add +1.2% | 919 | $41K |
| Essential Partners LLC | 0.01% | No change | 874 | $39K |
| MilWealth Group LLC | 0.01% | No change | 851 | $38K |
| Longview Financial Advisors LLC | 0.02% | No change | 850 | $38K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 839 | $37K |
| Northwest Capital Management Inc | 0.16% | Reduce -41.0% | 828 | $37K |
| Bessemer Group Inc. | 0.00% | No change | 780 | $35K |
| Hamrick Investment Counsel, llc | 0.03% | — | 785 | $35K |
| Woodside Wealth Management LLC | 0.02% | Add +1.7% | 723 | $32K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +10.4% | 689 | $31K |
| IMG Wealth Management, Inc. | 0.02% | No change | 689 | $31K |
| Albion Financial Group | 0.00% | New | 644 | $29K |
| Financial Consulate, Inc. | 0.00% | No change | 634 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 628 | $28K |
| GGM Financial LLC | 0.01% | Add +1.8% | 621 | $28K |
| Rossby Financial, LCC | 0.01% | Add +8.0% | 618 | $27K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 615 | $27K |
| Toth Financial Advisory Corp. | 0.00% | No change | 544 | $24K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +1666.7% | 530 | $24K |
| Cornerstone Planning Group LLC | 0.00% | Add +33.3% | 496 | $23K |
| Hanson & Doremus Investment Management | 0.00% | No change | 510 | $23K |
| New Millennium Group LLC | 0.01% | New | 517 | $23K |
| Ares Financial Consulting, LLC | 0.02% | — | 509 | $23K |
| ORG Partners LLC | 0.00% | No change | 503 | $22K |
| Horizons Wealth Management | 0.01% | No change | 498 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 482 | $21K |
| Miller Capital Partners, Inc. | 0.01% | — | 470 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 469 | $21K |
| National Bank of Canada | 0.00% | No change | 450 | $20K |
| Turning Point Benefit Group, Inc. | 0.01% | No change | 438 | $19K |
| Sound Income Strategies, LLC | 0.00% | Reduce -32.4% | 413 | $19K |
| Blueline Advisors LLC | 0.02% | — | 423 | $19K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -0.2% | 421 | $19K |
| Davis Capital Management | 0.01% | No change | 404 | $18K |
| Tower View Wealth Management LLC | 0.01% | Add +1.8% | 396 | $18K |
| Laurel Wealth Advisors LLC | 0.00% | New | 382 | $17K |
| Global Wealth Strategies & Associates | 0.00% | No change | 369 | $16K |
| Tsfg, LLC | 0.00% | No change | 370 | $16K |
| Arlington Trust Co LLC | 0.00% | No change | 354 | $16K |
| Topsail Wealth Management, LLC | 0.00% | No change | 349 | $15K |
| Pittenger & Anderson Inc. | 0.00% | New | 338 | $15K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 335 | $15K |
| Estate Planners Group, LLC | 0.01% | — | 277 | $12K |
| Pflug Koory, LLC | 0.01% | Add +1.5% | 264 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 259 | $12K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 251 | $11K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 243 | $11K |
| Quaker Wealth Management, LLC | 0.00% | No change | 241 | $11K |
| Atomic Invest LLC | 0.01% | — | 238 | $11K |
| TOWER TRUST & INVESTMENT Co | 0.01% | New | 216 | $10K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | — | 202 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 192 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 187 | $8K |
| UMB Bank, n.a. | 0.00% | New | 167 | $7K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Add +1.9% | 160 | $7K |
| FWL Investment Management, LLC | 0.00% | No change | 151 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +2.1% | 143 | $6K |
| Center for Financial Planning, Inc. | 0.00% | No change | 124 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 117 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 111 | $5K |
| Essential Investment Partners LLC | 0.00% | — | 108 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 106 | $5K |
| Winnacle Wealth LLC | 0.00% | Add +2.0% | 104 | $5K |
| Fiduciary Advisors, Inc. | 0.00% | Add +2.0% | 102 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +1.1% | 95 | $4K |
| Motiv8 Investments LLC | 0.00% | New | 88 | $4K |
| Archer Investment Corp | 0.00% | No change | 89 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 88 | $4K |
| Redwood Park Advisors LLC | 0.00% | Reduce -77.1% | 79 | $4K |
| Bullock Wealth Management Group | 0.00% | — | 68 | $3K |
| MTM Investment Management, LLC | 0.00% | No change | 62 | $3K |
| Security National Bank | 0.00% | New | 47 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -66.9% | 42 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 44 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 37 | $2K |
| Networth Advisors, LLC | 0.00% | — | 34 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 30 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 22 | $977 |
| Hoey Investments, Inc. | 0.00% | No change | 21 | $933 |
| Wilkerson Advisory Group LLC | 0.00% | — | 13 | $577 |
| 10Elms LLP | 0.00% | No change | 12 | $533 |
| SHP Wealth Management | 0.00% | — | 5 | $222 |
| Sittner & Nelson, LLC | 0.00% | New | 2 | $96 |
| Key Capital Management, INC | 0.00% | — | 2 | $89 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $89 |
"% 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.