State Street SP PTF Em ETFSPEMETF
13F holders, Q3 2024 (September 30)769holders +35
75new positions
41sold out
2famous investors
$41.25avg. 13F price*
At the end of Q3 2024, 769 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 35 from Q2 2024. 75 opened new positions and 41 sold out. The largest holders were Creative Planning ($949.3M), Financial Engines Advisors L.L.C. ($761.8M) and LPL Financial LLC ($398.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street SP PTF Em ETF
- Filed as
- SPDR INDEX SHS FDS (Q3 2024)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $72.5M |
| Exits | 41 | $48.4M |
All 13F filers, Q2 2024 → Q3 2024: 9,763,475 shares bought and 9,233,901 shares sold, net +529,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 769 holders
| Creative Planning | 0.94% | Reduce -2.6% | 22,995,882 | $949.3M |
| Financial Engines Advisors L.L.C. | 1.59% | Add +2.2% | 18,454,174 | $761.8M |
| LPL Financial LLC | 0.18% | Add +5.2% | 9,644,278 | $398.1M |
| Allworth Financial LP | 1.58% | Add +1.1% | 6,297,465 | $260.0M |
| State Street Corp. | 0.01% | Add +10.4% | 6,290,419 | $259.7M |
| Tiaa Trust, National Association | 0.66% | Add +2.9% | 5,325,876 | $219.9M |
| Envestnet Asset Management Inc. | 0.07% | Add +5.4% | 5,265,439 | $217.4M |
| Ameriprise Financial Inc. | 0.05% | Reduce -10.7% | 4,713,588 | $194.6M |
| Horizon Investments, LLC | 4.79% | Reduce -4.6% | 4,367,984 | $180.3M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +4.6% | 3,106,039 | $128.2M |
| Morgan Stanley | 0.01% | Add +15.1% | 2,970,741 | $122.6M |
| Bank of America Corp. | 0.01% | Reduce -1.5% | 2,214,737 | $91.4M |
| Assetmark, Inc. | 0.26% | Add +10.2% | 2,212,515 | $91.3M |
| Townsquare Capital LLC | 1.07% | Add +6.5% | 2,154,446 | $88.9M |
| Cerity Partners LLC | 0.19% | Add +2.0% | 2,104,925 | $86.9M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Add +22.9% | 2,040,869 | $84.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -14.4% | 1,953,767 | $80.7M |
| Stadion Money Management, LLC | 5.58% | Add +3.7% | 1,793,299 | $74.0M |
| Aptus Capital Advisors, LLC | 1.05% | Add +5.7% | 1,677,338 | $69.2M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +3.1% | 1,628,782 | $67.2M |
| UBS Group AG | 0.02% | Add +5.8% | 1,620,888 | $66.9M |
| Great Lakes Advisors, LLC | 0.54% | Reduce -0.1% | 1,572,001 | $64.9M |
| Wells Fargo & Company | 0.02% | Reduce -22.6% | 1,519,886 | $62.7M |
| Mariner, LLC | 0.11% | Reduce -4.6% | 1,473,320 | $60.8M |
| Cetera Investment Advisers | 0.13% | Reduce -0.3% | 1,470,653 | $60.7M |
| Focus Partners Wealth | 0.19% | Add +10.3% | 1,404,904 | $58.0M |
| Cwm, LLC | 0.23% | Reduce -22.9% | 1,295,242 | $53.5M |
| Osaic Holdings, Inc. | 0.12% | Add +1.4% | 1,244,250 | $51.4M |
| Advisory Alpha, LLC | 1.71% | Add +2.1% | 1,165,052 | $48.1M |
| HighTower Advisors, LLC | 0.07% | Add +0.5% | 1,118,841 | $46.1M |
| JNBA Financial Advisors | 4.56% | Add +13.9% | 1,097,660 | $45.3M |
| GeoWealth Management, LLC | 1.58% | Add +40.5% | 1,082,100 | $44.7M |
| Private Advisor Group, LLC | 0.28% | Reduce -23.7% | 1,081,747 | $44.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -11.3% | 1,061,635 | $43.8M |
| Royal Bank of Canada | 0.01% | Add +1.4% | 982,751 | $40.6M |
| McNamara Financial Services, Inc. | 7.27% | Add +0.2% | 893,756 | $36.9M |
| Equitable Holdings, Inc. | 0.35% | Add +101.7% | 884,984 | $36.5M |
| Luken Investment Analytics, LLC | 15.86% | Reduce -1.0% | 836,546 | $34.5M |
| Koss-Olinger Consulting, LLC | 2.93% | Add +1.6% | 819,109 | $33.8M |
| Pathstone Holdings, LLC | 0.15% | Reduce -0.8% | 802,463 | $33.1M |
| MML Investors Services, LLC | 0.11% | Add +3.1% | 715,244 | $29.5M |
| Cutler Investment Counsel LLC | 3.62% | Add +2.3% | 695,553 | $28.7M |
| Global Strategic Investment Solutions, LLC | 3.35% | Reduce -0.6% | 694,503 | $28.7M |
| Clearstead Advisors, LLC | 0.43% | Add +0.2% | 669,498 | $27.6M |
| St Germain D J Co. Inc. | 1.27% | Reduce -0.3% | 668,560 | $27.6M |
| ICONIQ Capital, LLC | 0.58% | Reduce -0.1% | 651,883 | $26.9M |
| Trilogy Capital Inc. | 1.33% | Reduce -18.5% | 639,889 | $26.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 637,654 | $26.3M |
| Park Avenue Securities LLC | 0.30% | Add +10.2% | 636,597 | $26.3M |
| Meeder Advisory Services, Inc. | 1.64% | Reduce -1.9% | 613,979 | $25.3M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -35.8% | 590,949 | $24.4M |
| Betterment LLC | 0.06% | Add +13.8% | 585,453 | $24.2M |
| Signature Estate & Investment Advisors LLC | 0.55% | Add +3.6% | 582,413 | $24.0M |
| NewEdge Advisors, LLC | 0.16% | Add +11.3% | 580,942 | $24.0M |
| AlphaStar Capital Management, LLC | 1.89% | Add +2.2% | 575,266 | $23.7M |
| Beacon Pointe Advisors, LLC | 0.27% | Add +4.6% | 569,462 | $23.5M |
| Financial Strategies Group, Inc. | 5.46% | Add +1.0% | 563,116 | $23.3M |
| Axxcess Wealth Management, LLC | 0.58% | Add +4.7% | 558,654 | $23.1M |
| Valmark Advisers, Inc. | 0.35% | Reduce -0.6% | 540,706 | $22.3M |
| Ballentine Partners, LLC | 0.37% | Reduce -1.7% | 522,636 | $21.6M |
| Pineridge Advisors LLC | 8.02% | Add +22.0% | 513,765 | $21.2M |
| KWB Wealth | 2.65% | Add +24.5% | 539,764 | $20.3M |
| CGN Advisors LLC | 1.95% | Add +10.5% | 468,615 | $19.3M |
| Waller Financial Planning Group, Inc. | 4.79% | Add +0.9% | 467,983 | $19.3M |
| Capital Asset Advisory Services LLC | 0.94% | Add +7.5% | 453,707 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -26.4% | 451,324 | $18.6M |
| Venturi Wealth Management, LLC | 0.97% | Add +7.2% | 447,658 | $18.5M |
| Impact Partnership Wealth, LLC | 4.16% | Add +52.4% | 446,854 | $18.4M |
| Heritage Family Offices, LLP | 9.50% | Add +0.7% | 445,640 | $18.4M |
| WCG Wealth Advisors LLC | 1.23% | Reduce -5.8% | 440,586 | $18.2M |
| Sei Investments Co. | 0.02% | Add +7.8% | 438,596 | $18.1M |
| N.E.W. Advisory Services LLC | 1.76% | Reduce -4.3% | 432,052 | $17.8M |
| Atlas Capital Advisors Inc. | 2.57% | Add +10.3% | 407,174 | $16.8M |
| Knightsbridge Asset Management, LLC | 3.81% | Add +3.6% | 406,033 | $16.8M |
| ERn Financial, LLC | 2.47% | Add +0.6% | 392,585 | $16.2M |
| Capital Wealth Management, LLC | 6.81% | Add +1.1% | 384,762 | $15.9M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.8% | 378,906 | $15.6M |
| Allen Capital Group, LLC | 1.95% | Add +6.1% | 372,869 | $15.4M |
| Aspire Private Capital, LLC | 3.57% | Add +16.3% | 363,044 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.5% | 358,106 | $14.8M |
| Rodgers & Associates, LTD | 1.72% | Add +1.4% | 348,324 | $14.4M |
| SigFig Wealth Management, LLC | 0.51% | Reduce -4.4% | 376,141 | $14.1M |
| Walkner Condon Financial Advisors LLC | 2.88% | Add +5.8% | 341,396 | $14.1M |
| Woodmont Investment Counsel LLC | 1.04% | Reduce -0.5% | 333,313 | $13.8M |
| Banco Santander, S.A. | 0.16% | Add +124.2% | 325,787 | $13.4M |
| Chaney Capital Management, Inc. | 7.51% | Add +85.6% | 324,099 | $13.4M |
| Tidal Investments LLC | 0.15% | New | 320,888 | $13.2M |
| Atlas Private Wealth Advisors | 1.83% | Add +65.8% | 305,463 | $12.6M |
| Sterneck Capital Management, LLC | 6.57% | Reduce -5.8% | 293,928 | $12.1M |
| KFG Wealth Management, LLC | 2.63% | New | 293,100 | $12.1M |
| Tortoise Investment Management, LLC | 1.26% | Add +4.6% | 291,920 | $12.1M |
| Redwood Investment Management, LLC | 1.03% | Reduce -24.1% | 279,677 | $11.7M |
| TPG Financial Advisors, LLC | 5.10% | Add +6.0% | 274,556 | $11.3M |
| Truefg, LLC | 3.59% | Add +3.3% | 265,877 | $11.0M |
| Forbes J M & Co. LLP | 1.06% | Reduce -1.2% | 263,425 | $10.9M |
| Brookstone Capital Management | 0.16% | Reduce -5.3% | 261,634 | $10.8M |
| Raymond James & Associates | 0.01% | Add +8.9% | 258,992 | $10.7M |
| Landmark Wealth Management, Inc. | 5.32% | Add +21.9% | 258,583 | $10.7M |
| Facet Wealth, Inc. | 0.29% | Reduce -0.8% | 250,147 | $10.1M |
| Kestra Investment Management, LLC | 0.43% | Add +32.1% | 242,218 | $10.0M |
| Financial Gravity Companies, Inc. | 2.63% | — | 238,249 | $9.8M |
| Peak Financial Management, Inc. | 2.87% | Add +1.6% | 236,721 | $9.8M |
| Geneos Wealth Management Inc. | 0.37% | Add +26.2% | 235,707 | $9.7M |
| Sugarloaf Wealth Management, LLC | 1.61% | Add +0.4% | 232,103 | $9.6M |
| Blueprint Investment Partners LLC | 1.73% | Reduce -6.5% | 230,919 | $9.5M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -2.6% | 224,828 | $9.3M |
| Rinkey Investments | 2.98% | Reduce -3.2% | 223,281 | $9.2M |
| Better Money Decisions, LLC | 6.50% | Add +1.6% | 221,956 | $9.2M |
| Marathon Strategic Advisors, LLC | 9.60% | Add +8.4% | 219,976 | $9.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +15.2% | 230,859 | $9.1M |
| Citadel Advisors | 0.01% | Add +1018.7% | 218,907 | $9.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.7% | 216,194 | $8.9M |
| Wealth Alliance Advisory Group, LLC | 1.85% | Add +1.6% | 213,617 | $8.8M |
| Second Line Capital, LLC | 2.40% | Add +4.4% | 212,921 | $8.8M |
| Global Retirement Partners, LLC | 0.26% | Add +0.5% | 212,118 | $8.8M |
| Opes Wealth Management LLC | 1.64% | Reduce -0.4% | 206,297 | $8.5M |
| Harbour Investments, Inc. | 0.25% | Add +15.4% | 202,950 | $8.4M |
| Fort Point Capital Partners LLC | 1.04% | Add +1.6% | 201,054 | $8.3M |
| IHT Wealth Management, LLC | 0.23% | Add +34.5% | 197,456 | $8.2M |
| Good Life Advisors, LLC | 0.50% | Add +7.7% | 197,639 | $8.2M |
| Wrapmanager Inc. | 2.08% | Add +20.2% | 194,914 | $8.0M |
| Valtinson Bruner Financial Planning LLC | 2.73% | Add +8.1% | 190,021 | $7.8M |
| Kensington Asset Management, LLC | 0.43% | New | 193,934 | $7.8M |
| Signet Financial Management, LLC | 0.99% | Add +4.9% | 188,182 | $7.8M |
| Edmonds Duncan Registered Investment Advisors, LLC | 1.70% | Add +5.4% | 187,868 | $7.8M |
| Avior Wealth Management, LLC | 0.31% | Add +62.0% | 186,910 | $7.7M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -5.1% | 184,325 | $7.6M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -5.1% | 184,325 | $7.6M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -4.8% | 179,149 | $7.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -22.1% | 178,379 | $7.4M |
| Financial Insights, Inc. | 2.38% | Reduce -10.8% | 177,175 | $7.3M |
| Dohj, LLC | 1.67% | Add +5.8% | 169,141 | $7.2M |
| Lake Street Advisors Group, LLC | 0.33% | No change | 172,962 | $7.1M |
| Values Added Financial LLC | 4.44% | Add +6.0% | 170,717 | $7.0M |
| Cascade Financial Partners, LLC | 0.87% | Reduce -0.6% | 169,378 | $6.9M |
| Sharkey, Howes & Javer | 0.99% | New | 168,041 | $6.9M |
| Grey Fox Wealth Advisors, LLC | 1.87% | Add +32.2% | 162,912 | $6.7M |
| Integrated Investment Consultants, LLC | 1.46% | Add +8.0% | 162,892 | $6.7M |
| Merit Financial Group, LLC | 0.15% | Reduce -6.7% | 162,093 | $6.7M |
| Savant Capital, LLC | 0.06% | Add +2.5% | 161,789 | $6.7M |
| CW Advisors, LLC | 0.09% | Add +8.2% | 159,947 | $6.6M |
| David Kennon Inc | 2.58% | Add +1.3% | 158,962 | $6.6M |
| Daymark Wealth Partners, LLC | 0.28% | Add +13.5% | 158,817 | $6.6M |
| Millington Financial Advisors, LLC | 4.06% | Add +15.9% | 157,786 | $6.5M |
| JDM Financial Group LLC | 3.52% | Add +19.9% | 156,997 | $6.5M |
| LexAurum Advisors, LLC | 1.41% | Add +4.6% | 154,224 | $6.4M |
| Moss Adams Wealth Advisors LLC | 0.70% | Reduce -3.8% | 154,040 | $6.4M |
| Optimist Retirement Group LLC | 2.85% | Add +5.2% | 152,816 | $6.3M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +13.6% | 152,730 | $6.3M |
| Windsor Capital Management, LLC | 1.79% | Add +1.2% | 149,275 | $6.2M |
| Affiance Financial, LLC | 1.47% | Add +7.0% | 146,663 | $6.1M |
| Fiduciary Alliance LLC | 0.79% | Add +8.5% | 144,615 | $6.0M |
| Brown Financial Advisory | 4.21% | Reduce -3.8% | 144,152 | $6.0M |
| Higgins & Schmidt Wealth Strategies LLC | 3.82% | Add +5.8% | 143,528 | $5.9M |
| Towercrest Capital Management | 0.95% | Reduce -17.8% | 142,207 | $5.9M |
| Waverly Advisors, LLC | 0.11% | Add +1.7% | 141,858 | $5.9M |
| Flagship Harbor Advisors, LLC | 0.32% | Add +3.3% | 140,959 | $5.8M |
| Corient Private Wealth LP | 0.01% | Add +18.6% | 140,514 | $5.8M |
| Raleigh Capital Management Inc. | 2.23% | Add +23.8% | 140,349 | $5.8M |
| McNaughton Wealth Management, LLC | 2.76% | Add +3.4% | 137,411 | $5.7M |
| Merriman Wealth Management, LLC | 0.23% | Reduce -2.7% | 136,693 | $5.6M |
| Vision Capital Management, Inc. | 0.79% | Reduce -0.3% | 136,498 | $5.6M |
| Founders Financial Securities LLC | 0.52% | Reduce -23.1% | 136,496 | $5.6M |
| Red Wave Investments LLC | 1.95% | Reduce -7.1% | 135,487 | $5.6M |
| ProVise Management Group, LLC | 0.43% | Add +8.4% | 132,519 | $5.5M |
| Capital Analysts, LLC | 0.22% | Reduce -0.7% | 132,480 | $5.5M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -17.2% | 131,899 | $5.4M |
| Obsidian Personal Planning Solutions LLC | 2.82% | Add +17.5% | 134,034 | $5.4M |
| Probity Advisors, Inc. | 1.03% | Add +0.3% | 129,860 | $5.4M |
| Pure Financial Advisors, LLC | 0.13% | Reduce -1.9% | 129,841 | $5.4M |
| RFG Advisory, LLC | 0.16% | Reduce -2.0% | 128,397 | $5.3M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.62% | Add +2.3% | 126,216 | $5.2M |
| Optas, LLC | 1.16% | Add +2.6% | 121,672 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +42.1% | 121,355 | $5.0M |
| Delta Wealth Advisors LLC | 4.66% | Add +48.5% | 117,841 | $4.9M |
| Riversedge Advisors, LLC | 1.07% | Reduce -1.1% | 114,243 | $4.7M |
| Savvy Advisors, Inc. | 0.95% | Add +155.8% | 112,965 | $4.7M |
| Melone Private Wealth, LLC | 2.47% | Add +8.2% | 112,492 | $4.6M |
| Boltwood Capital Management | 1.36% | Add +1.4% | 111,515 | $4.6M |
| Municipal Employees' Retirement System of Michigan | 0.06% | Reduce -2.1% | 110,056 | $4.5M |
| Arq Wealth Advisors, LLC | 1.71% | Add +1.5% | 117,455 | $4.5M |
| Fonville Wealth Management LLC | 1.56% | Add +14.2% | 109,597 | $4.5M |
| Creative Financial Designs Inc. | 0.38% | Add +2.1% | 108,675 | $4.5M |
| Proffitt & Goodson Inc. | 0.73% | Add +6.5% | 108,206 | $4.5M |
| Financial Enhancement Group LLC | 0.85% | Reduce -3.9% | 128,206 | $4.4M |
| Mascoma Wealth Management LLC | 1.08% | Add +1.9% | 105,555 | $4.4M |
| Wolff Financial Management LLC | 1.18% | Add +1.6% | 105,509 | $4.4M |
| Moneta Group Investment Advisors LLC | 0.06% | Reduce -20.6% | 104,568 | $4.3M |
| Ironwood Wealth Management, LLC. | 1.29% | Reduce -0.9% | 104,092 | $4.3M |
| Asset Dedication, LLC | 0.29% | Reduce -0.8% | 103,999 | $4.3M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -1.2% | 103,769 | $4.3M |
| Great Point Wealth Advisors, LLC | 0.91% | Reduce -0.4% | 103,413 | $4.3M |
| Mason & Associates, LLC | 1.30% | Reduce -0.8% | 103,257 | $4.3M |
| Cape Cod Five Cents Savings Bank | 0.39% | Reduce -4.4% | 102,363 | $4.2M |
| Aquire Wealth Advisors, LLC | 1.32% | Reduce -2.1% | 101,891 | $4.2M |
| Key Financial Inc | 0.92% | Reduce -4.3% | 101,007 | $4.2M |
| Ade, LLC | 2.56% | Reduce -0.2% | 100,980 | $4.2M |
| Wrenne Financial Planning LLC | 2.47% | Add +0.0% | 100,369 | $4.1M |
| Revisor Wealth Management LLC | 2.58% | Reduce -3.2% | 100,001 | $4.1M |
| Portside Wealth Group, LLC | 0.70% | Add +9.4% | 99,447 | $4.1M |
| Bristlecone Advisors, LLC | 0.33% | Reduce -5.8% | 99,034 | $4.1M |
| Integrated Capital Management, LLC | 2.16% | — | 98,852 | $4.1M |
| BIP Wealth, LLC | 0.28% | Add +6.9% | 98,847 | $4.1M |
| Alliance Wealth Management Group | 1.07% | Reduce -2.5% | 97,042 | $4.0M |
| Brooklyn FI, LLC | 1.41% | Reduce -3.2% | 96,716 | $4.0M |
| ORBA Wealth Advisors, L.L.C. | 1.99% | Reduce -0.2% | 95,176 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +1.7% | 92,972 | $3.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.52% | Reduce -12.4% | 92,274 | $3.8M |
| Vista Investment Management | 1.41% | Reduce -7.0% | 90,633 | $3.7M |
| Aveo Capital Partners, LLC | 0.39% | Add +19.0% | 89,839 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -0.9% | 89,216 | $3.7M |
| CX Institutional | 0.16% | Reduce -0.6% | 89,025 | $3.7M |
| Comerica Bank | 0.01% | Add +29.6% | 88,955 | $3.7M |
| Cedrus LLC | 1.34% | Add +12.7% | 87,915 | $3.6M |
| CreativeOne Wealth, LLC | 0.12% | Add +25.4% | 85,500 | $3.5M |
| Single Point Partners, LLC | 5.57% | Reduce -0.5% | 84,575 | $3.5M |
| Citigroup Inc. | 0.00% | Add +186.7% | 83,207 | $3.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Reduce -1.3% | 83,050 | $3.4M |
| Austin Private Wealth, LLC | 0.34% | Add +18.9% | 82,635 | $3.4M |
| McKinley Carter Wealth Services, Inc. | 0.20% | Reduce -1.1% | 82,118 | $3.4M |
| Continuum Advisory, LLC | 0.43% | Reduce -0.1% | 86,114 | $3.4M |
| West Wealth Group, LLC | 1.08% | Reduce -39.4% | 80,828 | $3.3M |
| CSM Advisors, LLC | 0.22% | No change | 80,501 | $3.3M |
| Blue Barn Wealth, LLC | 1.70% | Add +5.5% | 80,068 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +2.9% | 79,837 | $3.3M |
| NSI Retail Advisors, LLC | 0.49% | No change | 79,400 | $3.3M |
| SPC Financial, Inc. | 0.29% | Reduce -0.5% | 79,341 | $3.3M |
| Boston Mountain Money Management Inc. | 1.90% | Add +0.5% | 79,282 | $3.3M |
| Choreo, LLC | 0.05% | Add +5.3% | 78,135 | $3.3M |
| IFP Advisors, Inc | 0.12% | Reduce -1.1% | 78,386 | $3.2M |
| ONE Advisory Partners, LLC | 1.41% | Reduce -17.4% | 77,559 | $3.2M |
| AE Wealth Management LLC | 0.03% | Reduce -14.1% | 77,376 | $3.2M |
| Horizon Financial Services, LLC | 1.89% | Add +5.0% | 77,037 | $3.2M |
| McAdam, LLC | 0.18% | Add +0.8% | 77,000 | $3.2M |
| Gainplan LLC | 1.49% | Add +1.4% | 83,742 | $3.2M |
| Integrity Wealth Solutions LLC | 1.84% | Reduce -0.1% | 76,337 | $3.2M |
| Richardson Financial Services Inc. | 1.95% | Add +2.6% | 81,253 | $3.1M |
| Gibbs Wealth Management | 0.99% | Add +44.6% | 73,792 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -2.0% | 73,613 | $3.0M |
| PAX Financial Group, LLC | 0.54% | Reduce -5.8% | 73,139 | $3.0M |
| Forbes Financial Planning, Inc. | 2.18% | Add +8.8% | 73,136 | $3.0M |
| Boston Standard Wealth Management, LLC | 0.59% | Add +2.1% | 73,035 | $3.0M |
| Abich Financial Wealth Management LLC | 6.75% | Reduce -53.9% | 72,752 | $3.0M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -0.7% | 72,386 | $3.0M |
| Shum Financial Group, Inc. | 2.46% | — | 71,993 | $3.0M |
| YHB Investment Advisors, Inc. | 0.24% | Reduce -0.1% | 71,469 | $3.0M |
| Financial Advocates Investment Management | 0.17% | Add +7.5% | 71,225 | $2.9M |
| Western Wealth Management, LLC | 0.17% | Reduce -4.6% | 70,976 | $2.9M |
| HBW Advisory Services LLC | 0.43% | Reduce -0.2% | 70,935 | $2.9M |
| Simon Quick Advisors, LLC | 0.18% | Reduce -13.3% | 70,590 | $2.9M |
| Harbor Advisory Corp. | 0.95% | Reduce -1.2% | 70,249 | $2.9M |
| Acorn Financial Advisory Services Inc. | 0.51% | Reduce -2.5% | 69,392 | $2.9M |
| Ervin Investment Management, LLC | 1.84% | Reduce -1.2% | 69,350 | $2.9M |
| Clearwater Capital Advisors, LLC | 0.28% | Reduce -2.6% | 68,957 | $2.8M |
| Ascent Group, LLC | 0.22% | Add +12.7% | 68,882 | $2.8M |
| Hobart Private Capital, LLC | 0.73% | Reduce -41.6% | 68,673 | $2.8M |
| Winch Advisory Services, LLC | 0.77% | Reduce -8.3% | 67,559 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +0.8% | 66,730 | $2.8M |
| Forthright Family Wealth Advisory LLC | 1.75% | New | 67,874 | $2.7M |
| Quent Capital, LLC | 0.27% | Add +3.1% | 64,618 | $2.7M |
| Larson Financial Group LLC | 0.15% | Reduce -1.8% | 64,601 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +6.7% | 64,565 | $2.7M |
| Farther Finance Advisors, LLC | 0.10% | Add +16.3% | 62,928 | $2.6M |
| Partners in Financial Planning | 0.52% | Reduce -1.5% | 62,896 | $2.6M |
| Y-Intercept (Hong Kong) Ltd | 0.16% | New | 62,206 | $2.6M |
| Leslie Global Wealth, LLC | 1.25% | New | 62,118 | $2.6M |
| Tranquilli Financial Advisor LLC | 1.59% | Reduce -11.2% | 61,505 | $2.5M |
| M&T Bank Corp | 0.01% | Reduce -21.3% | 61,417 | $2.5M |
| Echo Wealth Management, LLC | 1.77% | Add +0.3% | 61,404 | $2.5M |
| Summit Financial, LLC | 0.10% | Add +5.5% | 61,123 | $2.5M |
| BayBridge Capital Group, LLC | 1.81% | Add +1.1% | 60,910 | $2.5M |
| Csenge Advisory Group | 0.13% | Add +11.0% | 60,486 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +118.1% | 60,471 | $2.5M |
| Advisory Resource Group | 0.53% | Add +5.4% | 60,213 | $2.5M |
| FSB Premier Wealth Management, Inc. | 1.00% | Add +3.5% | 58,920 | $2.4M |
| Financial Partners Group, Inc | 0.35% | Reduce -1.7% | 57,701 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.17% | Add +6.9% | 57,515 | $2.4M |
| Koshinski Asset Management, Inc. | 0.20% | Add +2.5% | 57,291 | $2.4M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -1.3% | 57,031 | $2.4M |
| Simplicity Wealth,LLC | 0.21% | Add +0.2% | 55,660 | $2.3M |
| Perennial Investment Advisors, LLC | 0.30% | Reduce -17.0% | 55,646 | $2.3M |
| MBA Advisors LLC | 1.10% | Reduce -23.1% | 55,450 | $2.3M |
| WESCAP Management Group, Inc. | 0.57% | Reduce -1.7% | 55,442 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -22.6% | 54,134 | $2.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.30% | Add +2.4% | 54,126 | $2.2M |
| Mason & Associates Inc | 0.56% | Add +29.0% | 54,063 | $2.2M |
| Jim Saulnier & Associates, LLC | 2.18% | — | 53,998 | $2.2M |
| Global Financial Private Client, LLC | 0.86% | Add +14.3% | 53,251 | $2.2M |
| Bridge Advisory, LLC | 1.03% | Reduce -3.9% | 52,703 | $2.2M |
| Parallel Advisors, LLC | 0.05% | Add +1.9% | 52,559 | $2.2M |
| Kathleen S. Wright Associates Inc. | 0.89% | Add +6.4% | 52,474 | $2.2M |
| Resonant Capital Advisors, LLC | 0.16% | Reduce -0.9% | 51,951 | $2.1M |
| Colton Groome Financial Advisors, LLC | 0.80% | Reduce -7.2% | 51,549 | $2.1M |
| Meitav Investment House Ltd. | 0.04% | Reduce -1.4% | 55,072 | $2.1M |
| Tobias Financial Advisors, Inc. | 0.42% | Reduce -2.3% | 50,837 | $2.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.52% | Reduce -0.3% | 50,633 | $2.1M |
| Partnership Wealth Management, LLC | 1.46% | Add +605.9% | 50,089 | $2.1M |
| Cobblestone Asset Management LLC | 1.23% | Reduce -40.7% | 49,655 | $2.0M |
| Intrust Bank NA | 0.20% | Add +1.3% | 49,375 | $2.0M |
| North Star Asset Management Inc. | 0.09% | Add +5.1% | 49,276 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.17% | Reduce -2.3% | 49,240 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.25% | Reduce -0.6% | 48,860 | $2.0M |
| MAI Capital Management | 0.02% | Reduce -34.2% | 48,737 | $2.0M |
| Lifeworks Advisors, LLC | 0.39% | New | 48,155 | $2.0M |
| Diligent Investors, LLC | 0.46% | Add +1.3% | 48,114 | $2.0M |
| Phoenix Wealth Advisors | 0.90% | Add +11.8% | 47,164 | $1.9M |
| WBH Advisory Inc. | 0.18% | Add +1.5% | 46,527 | $1.9M |
| FF Advisors,LLC | 1.25% | Add +25.7% | 46,355 | $1.9M |
| Occidental Asset Management, LLC | 0.31% | Add +1.8% | 46,102 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -6.4% | 44,932 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +2.7% | 44,780 | $1.8M |
| Diversify Advisory Services, LLC | 0.10% | Add +34.9% | 44,538 | $1.8M |
| Fifth Third Securities, Inc. | 0.17% | Add +5.7% | 44,056 | $1.8M |
| Capital Advisors Inc. | 0.04% | Reduce -23.6% | 43,961 | $1.8M |
| Outlook Wealth Advisors, LLC | 0.52% | Add +2.6% | 43,886 | $1.8M |
| Safeguard Financial, LLC | 0.42% | Add +0.3% | 43,613 | $1.8M |
| Debussy Capital Management LP | 0.52% | Reduce -1.3% | 43,587 | $1.8M |
| Strategic Financial Planning, Inc. | 1.19% | Add +9.7% | 43,495 | $1.8M |
| Topel & Distasi Wealth Management, LLC | 0.73% | No change | 42,915 | $1.8M |
| Clear Creek Financial Management, LLC | 0.20% | Reduce -7.0% | 42,442 | $1.8M |
| Cambridge Financial Group, LLC | 0.72% | No change | 41,832 | $1.7M |
| Arete Wealth Advisors, LLC | 0.15% | Add +6.9% | 41,843 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -7.7% | 41,610 | $1.7M |
| Smith, Moore & Co. | 0.16% | Reduce -7.6% | 41,427 | $1.7M |
| Two Sigma Securities, LLC | 0.13% | New | 41,258 | $1.7M |
| First Hawaiian Bank | 0.05% | No change | 40,489 | $1.7M |
| Stonehearth Capital Management, LLC | 0.65% | Reduce -0.6% | 39,408 | $1.6M |
| Foundations Investment Advisors, LLC | 0.03% | Add +104.9% | 39,283 | $1.6M |
| Worth Financial Advisory Group, LLC | 0.95% | Add +12.6% | 39,063 | $1.6M |
| IAG Wealth Partners, LLC | 0.30% | Add +15.1% | 38,863 | $1.6M |
| Lowe Brockenbrough & Co. Inc. | 0.10% | No change | 38,750 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -61.0% | 38,646 | $1.6M |
| Hilltop Partners LLC | 0.54% | Add +1.1% | 38,629 | $1.6M |
| Kelly Financial Services LLC | 0.58% | Add +11.7% | 38,376 | $1.6M |
| Principal Securities, Inc. | 0.04% | Add +192.3% | 38,273 | $1.6M |
| TAGStone Capital, Inc. | 0.80% | Reduce -0.1% | 37,833 | $1.6M |
| International Private Wealth Advisors LLC | 2.29% | Add +120.4% | 37,794 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -65.6% | 37,775 | $1.6M |
| Beacon Bridge Wealth Partners, LLC | 0.67% | Add +3.1% | 37,701 | $1.6M |
| Annapolis Financial Services, LLC | 0.46% | Reduce -1.2% | 37,571 | $1.6M |
| Westfuller Advisors, LLC | 1.10% | — | 37,095 | $1.5M |
| Peterson Wealth Advisors, LLC | 0.29% | Add +1.1% | 37,090 | $1.5M |
| Balboa Wealth Partners | 0.38% | Add +14.9% | 36,621 | $1.5M |
| FMR LLC | 0.00% | Add +30.5% | 36,369 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +236.6% | 36,084 | $1.5M |
| Security Financial Services, INC. | 0.30% | Reduce -14.3% | 35,910 | $1.5M |
| NavPoint Financial, Inc. | 1.19% | Reduce -46.5% | 35,868 | $1.5M |
| AllGen Financial Advisors, Inc. | 0.47% | Reduce -56.7% | 35,304 | $1.5M |
| Guidance Capital, Inc. | 0.46% | Add +10.0% | 35,305 | $1.5M |
| TD Private Client Wealth LLC | 0.04% | Add +143.4% | 35,001 | $1.4M |
| AdvisorNet Financial, Inc | 0.10% | Add +593.3% | 33,789 | $1.4M |
| Onyx Bridge Wealth Group LLC | 0.21% | Reduce -83.0% | 33,262 | $1.4M |
| RTD Financial Advisors, Inc. | 0.17% | No change | 33,126 | $1.4M |
| Watershed Private Wealth LLC | 0.54% | Reduce -4.4% | 33,017 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -81.5% | 32,618 | $1.3M |
| Compound Planning, Inc. | 0.08% | Add +1.5% | 31,969 | $1.3M |
| Cornerstone Advisors Asset Management, LLC | 0.29% | Reduce -2.0% | 31,770 | $1.3M |
| Defined Wealth Management, LLC | 0.84% | Reduce -0.1% | 31,375 | $1.3M |
| Liberty One Investment Management, LLC | 0.13% | Reduce -0.5% | 30,949 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -98.0% | 30,819 | $1.3M |
| SOA Wealth Advisors, LLC. | 0.24% | Add +5.1% | 30,810 | $1.3M |
| Vertex Planning Partners, LLC | 0.30% | Reduce -42.4% | 30,426 | $1.3M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.4% | 30,352 | $1.3M |
| Vantage Financial Partners, LLC | 0.31% | Reduce -20.0% | 29,824 | $1.2M |
| IRON Financial LLC | 0.67% | Reduce -1.5% | 29,640 | $1.2M |
| Iams Wealth Management, LLC | 0.60% | Add +59.5% | 29,528 | $1.2M |
| American Financial & Tax Strategies Inc. | 0.61% | Reduce -0.6% | 29,039 | $1.2M |
| Financial Network Wealth Advisors LLC | 0.97% | Reduce -3.0% | 28,495 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -0.8% | 28,180 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.52% | Reduce -72.9% | 28,040 | $1.2M |
| Rosenberg Matthew Hamilton | 0.30% | Add +3.4% | 27,995 | $1.2M |
| Hofer & Associates. Inc | 0.80% | Add +1.2% | 27,976 | $1.2M |
| USAdvisors Wealth Management, LLC | 0.40% | Reduce -18.4% | 27,460 | $1.1M |
| Frisch Financial Group, Inc. | 0.34% | No change | 27,369 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.48% | Reduce -6.0% | 27,288 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.5% | 27,277 | $1.1M |
| Lifestyle Asset Management, Inc. | 0.62% | Add +2.8% | 27,227 | $1.1M |
| Broadview Financial Management, LLC | 0.75% | Add +24.4% | 27,003 | $1.1M |
| Diversify Wealth Management, LLC | 0.11% | Add +16.4% | 27,137 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Reduce -24.4% | 26,130 | $1.1M |
| Northeast Financial Group, Inc. | 0.40% | Reduce -3.4% | 25,274 | $1.0M |
| Independent Financial Group, LLC | 0.04% | Add +24.1% | 25,203 | $1.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.07% | New | 25,203 | $1.0M |
| Rockbridge Investment Management, LCC | 0.13% | Reduce -19.5% | 24,985 | $1.0M |
| Edge Capital Group, LLC | 0.05% | Add +1.0% | 24,698 | $1.0M |
| Peninsula Wealth, LLC | 0.18% | New | 24,896 | $1.0M |
| Hilltop Holdings Inc. | 0.07% | New | 24,638 | $1.0M |
| Sunburst Financial Group, LLC | 0.25% | Reduce -0.3% | 24,186 | $998K |
| Prudential Financial Inc. | 0.00% | Add +23.1% | 23,968 | $989K |
| Richard P Slaughter Associates Inc | 0.23% | Add +14.9% | 23,946 | $988K |
| Cozad Asset Management Inc. | 0.09% | Reduce -4.0% | 23,802 | $983K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -6.4% | 24,189 | $982K |
| G&S Capital LLC | 0.41% | Add +1.1% | 23,719 | $979K |
| Orin Green Financial, LLC | 0.42% | Reduce -2.1% | 23,607 | $975K |
| Advisory Services Network, LLC | 0.02% | No change | 25,793 | $972K |
| Wealth Advisors of Iowa, LLC | 0.49% | Reduce -93.3% | 23,384 | $965K |
| Northwest Wealth Management, LLC | 0.22% | Add +4.0% | 23,003 | $950K |
| Axiom Advisory, LLC | 0.01% | Add +33.2% | 24,362 | $934K |
| Battery Global Advisors, LLC | 0.50% | No change | 22,356 | $923K |
| Leavell Investment Management, Inc. | 0.05% | Add +0.8% | 22,297 | $920K |
| EP Wealth Advisors, LLC | 0.01% | Add +11.0% | 21,943 | $906K |
| Apeiron RIA LLC | 0.26% | Add +4.5% | 21,938 | $906K |
| Strategic Investment Advisors / MI | 0.10% | Add +7.2% | 21,792 | $900K |
| Triumph Capital Management | 0.31% | Reduce -8.3% | 21,332 | $881K |
| Family Investment Center, Inc. | 0.22% | Reduce -3.3% | 21,322 | $880K |
| HighMark Wealth Management LLC | 0.48% | Reduce -6.4% | 21,156 | $873K |
| Hassell Wealth Management, LLC | 0.36% | Add +3.5% | 21,576 | $868K |
| Upper Left Wealth Management, LLC | 0.76% | No change | 22,419 | $865K |
| City State Bank | 0.31% | Add +10.3% | 20,936 | $864K |
| Aire Advisors, LLC | 0.19% | No change | 20,888 | $862K |
| Advance Capital Management, Inc. | 0.04% | Reduce -1.4% | 20,722 | $855K |
| Nwam LLC | 0.05% | New | 20,568 | $849K |
| New Century Financial Group, LLC | 0.31% | Reduce -0.3% | 20,541 | $848K |
| Belpointe Asset Management LLC | 0.05% | Reduce -1.3% | 20,114 | $830K |
| Rooted Wealth Advisors, Inc. | 0.37% | Reduce -4.8% | 19,391 | $830K |
| Goldman Sachs Group Inc. | 0.00% | No change | 20,090 | $829K |
| MA Private Wealth | 0.15% | Reduce -82.3% | 19,990 | $825K |
| American Investment Services, Inc. | 0.14% | Reduce -1.2% | 19,837 | $819K |
| Qube Research & Technologies Ltd | 0.00% | New | 19,731 | $814K |
| Trinity Wealth Management, LLC | 0.37% | Add +2.7% | 19,684 | $813K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.4% | 19,570 | $808K |
| R. W. Roge & Company, Inc. | 0.43% | New | 19,481 | $804K |
| Ellevest, Inc. | 0.04% | No change | 19,400 | $801K |
| One Capital Management, LLC | 0.03% | Reduce -49.0% | 19,150 | $791K |
| Lockerman Financial Group, Inc. | 1.34% | Add +13.8% | 19,140 | $790K |
| Valued Wealth Advisors LLC | 0.51% | Add +14.8% | 19,104 | $789K |
| Verus Capital Partners, LLC | 0.08% | Add +5.9% | 19,053 | $788K |
| Diversified, LLC | 0.09% | Add +5.2% | 18,911 | $781K |
| Diversified Enterprises, LLC | 0.09% | — | 18,911 | $781K |
| Glass Jacobson Investment Advisors llc | 0.26% | Reduce -1.4% | 18,815 | $777K |
| Net Worth Advisory Group | 0.23% | — | 18,808 | $776K |
| Klingman & Associates, LLC | 0.05% | New | 18,706 | $772K |
| Marshall Wace, LLP | 0.00% | New | 18,589 | $767K |
| Strategies Wealth Advisors, LLC | 0.10% | Reduce -16.1% | 18,549 | $766K |
| MB Generational Wealth, LLC | 0.55% | No change | 18,522 | $765K |
| Norden Group LLC | 0.09% | Add +1.4% | 18,423 | $760K |
| Alliance Wealth Advisors, LLC | 0.20% | Add +3.1% | 18,414 | $760K |
| UNIVEST FINANCIAL Corp | 0.05% | New | 18,289 | $755K |
| Wedmont Private Capital | 0.04% | Reduce -59.1% | 17,605 | $754K |
| Squarepoint Ops LLC | 0.00% | New | 17,877 | $738K |
| Coppell Advisory Solutions LLC | 0.11% | Reduce -0.3% | 17,633 | $735K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.8% | 17,776 | $734K |
| Richard W. Paul & Associates, LLC | 0.26% | Reduce -1.6% | 17,496 | $722K |
| Retirement Income Solutions, Inc. | 0.16% | No change | 17,475 | $721K |
| Benjamin Edwards Inc. | 0.01% | New | 17,412 | $719K |
| Sheets Smith Wealth Management | 0.09% | Add +0.8% | 17,420 | $719K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -4.1% | 17,290 | $714K |
| Hilltop Wealth Advisors, LLC | 0.33% | Reduce -2.6% | 17,201 | $710K |
| M Holdings Securities, Inc. | 0.18% | Reduce -36.0% | 16,984 | $701K |
| Wealthspire Retirement, LLC | 0.06% | Reduce -1.7% | 16,935 | $699K |
| Advisor Resource Council | 0.32% | New | 16,886 | $697K |
| Valley Financial Group, Inc. | 0.48% | Reduce -2.6% | 16,793 | $693K |
| Advisor OS, LLC | 0.07% | Add +1.9% | 16,735 | $691K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -11.3% | 16,620 | $686K |
| Gilbert & Cook, Inc. | 0.09% | Add +0.2% | 16,568 | $684K |
| Morling Financial Advisors, LLC | 0.26% | Reduce -0.1% | 16,552 | $683K |
| Spectrum Planning & Advisory Services Inc. | 0.65% | Add +18.7% | 16,305 | $673K |
| Montz Harcus Wealth Management LLC | 0.39% | Add +3.3% | 16,177 | $668K |
| ACT Advisors, LLC. | 0.31% | Reduce -2.4% | 15,983 | $660K |
| GPS Wealth Strategies Group, LLC | 0.09% | Reduce -0.1% | 15,859 | $655K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +7.6% | 15,747 | $650K |
| Professional Financial Advisors, LLC | 0.17% | Reduce -3.6% | 15,672 | $647K |
| Curtis Advisory Group, LLC | 0.18% | Add +0.7% | 15,636 | $645K |
| Saxony Capital Management, LLC | 0.59% | Reduce -1.6% | 15,593 | $644K |
| United Asset Strategies, Inc. | 0.06% | Add +107.7% | 15,590 | $644K |
| Fragasso Financial Advisors Inc | 0.05% | Reduce -10.7% | 15,267 | $630K |
| Catalyst Private Wealth, LLC | 0.31% | Add +10.1% | 15,193 | $627K |
| Rehmann Capital Advisory Group | 0.04% | Add +1.0% | 15,077 | $622K |
| Sound Financial Strategies Group, LLC | 0.50% | Reduce -0.6% | 15,030 | $620K |
| Apella Capital, LLC | 0.03% | Reduce -1.7% | 14,586 | $619K |
| Money Concepts Capital Corp. | 0.05% | Reduce -9.2% | 14,965 | $618K |
| Cooksen Wealth, LLC | 0.56% | Reduce -15.0% | 14,569 | $601K |
| Cresset Asset Management, LLC | 0.00% | Add +0.8% | 14,530 | $600K |
| Gilman Hill Asset Management, LLC | 0.10% | Reduce -2.4% | 14,475 | $598K |
| Convergence Financial, LLC | 0.13% | Reduce -1.0% | 14,471 | $597K |
| Vise Technologies, Inc. | 0.08% | Reduce -5.6% | 14,441 | $596K |
| Flow Traders U.S. LLC | 0.03% | New | 14,107 | $582K |
| Penobscot Wealth Management | 0.31% | Reduce -4.8% | 13,982 | $577K |
| Rede Wealth, LLC | 0.22% | Add +0.9% | 13,734 | $567K |
| Cabot Wealth Management Inc. | 0.07% | No change | 13,655 | $564K |
| World Investment Advisors | 0.02% | Add +62.4% | 13,583 | $561K |
| Certified Advisory Corp | 0.06% | Add +9.7% | 13,495 | $557K |
| Financial Planning & Information Services, Inc. | 0.08% | Reduce -0.9% | 13,463 | $556K |
| Independent Wealth Network Inc. | 0.24% | Add +0.3% | 13,376 | $552K |
| Rovin Capital /Ut/ | 0.20% | Add +100.5% | 13,211 | $545K |
| Keener Financial Planning LLC | 0.36% | Reduce -8.3% | 13,190 | $544K |
| Towerpoint Wealth, LLC | 0.25% | Add +0.5% | 12,939 | $534K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1106.0% | 12,868 | $533K |
| Baker Tilly Wealth Management, LLC | 0.24% | Add +0.6% | 12,874 | $531K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.9% | 12,848 | $530K |
| Carnegie Investment Counsel | 0.02% | Reduce -9.5% | 12,816 | $529K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -39.6% | 12,625 | $521K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 12,485 | $515K |
| Warner Financial, Inc. | 0.23% | Reduce -0.1% | 12,381 | $511K |
| Redwood Financial Network Corp | 0.40% | Reduce -3.5% | 12,369 | $511K |
| Beacon Financial Group | 0.06% | Add +35.7% | 12,279 | $507K |
| Wallace Advisory Group, LLC | 0.37% | No change | 13,455 | $507K |
| Capital Planning Advisors, LLC | 0.08% | Add +57.5% | 12,102 | $500K |
| NewEdge Wealth, LLC | 0.01% | New | 12,045 | $497K |
| Legacy Edge Advisors, LLC | 0.08% | Add +15.6% | 12,035 | $497K |
| Resurgent Financial Advisors LLC | 0.29% | Add +3.9% | 11,986 | $495K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -11.2% | 11,916 | $492K |
| Elios Financial Group Inc. | 0.23% | — | 11,885 | $491K |
| Range Financial Group LLC | 0.67% | Reduce -46.1% | 11,879 | $490K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.4% | 11,836 | $489K |
| Salomon & Ludwin, LLC | 0.05% | Add +7.7% | 11,834 | $489K |
| Private Trust Co. NA | 0.05% | Add +10.3% | 11,803 | $487K |
| Stephens Inc. | 0.01% | No change | 11,800 | $487K |
| NBT Bank, N.A. | 0.03% | Reduce -2.4% | 11,748 | $485K |
| Vicus Capital | 0.04% | Reduce -13.2% | 11,682 | $482K |
| Castleview Partners, LLC | 0.28% | Reduce -22.2% | 11,652 | $481K |
| River Street Advisors LLC | 0.26% | Add +8.2% | 11,554 | $477K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -25.9% | 11,377 | $470K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Reduce -8.1% | 11,358 | $469K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.1% | 11,296 | $466K |
| Life Planning Partners, Inc | 0.41% | No change | 11,253 | $465K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -2.4% | 11,192 | $462K |
| Absolute Capital Management, LLC | 0.27% | Add +37.9% | 11,166 | $461K |
| L.M. Kohn & Company | 0.12% | New | 11,115 | $459K |
| Watts Gwilliam & Co., LLC | 0.10% | — | 11,002 | $457K |
| CoreCap Advisors, LLC | 0.02% | Reduce -13.1% | 10,883 | $449K |
| Old Second National Bank of Aurora | 0.11% | Reduce -0.6% | 10,883 | $449K |
| First Trust Direct Indexing L.P. | 0.02% | Add +24.5% | 10,879 | $449K |
| Rwa Wealth Partners, LLC | 0.01% | New | 10,814 | $446K |
| Macroview Investment Management LLC | 0.44% | Reduce -0.6% | 10,802 | $446K |
| Maia Wealth LLC | 0.11% | Reduce -2.5% | 10,843 | $440K |
| Hutchens & Kramer Investment Management Group, LLC | 0.24% | Reduce -1.8% | 10,542 | $439K |
| Summit Trail Advisors, LLC | 0.01% | New | 10,566 | $436K |
| StoneX Group Inc. | 0.03% | Add +18.8% | 10,506 | $434K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.4% | 10,439 | $431K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -8.2% | 10,376 | $428K |
| Nottingham Advisors, Inc. | 0.05% | Add +0.3% | 10,369 | $428K |
| TKG Advisors, LLC | 0.21% | Add +2.0% | 10,359 | $428K |
| Sigma Planning Corp | 0.01% | Reduce -42.9% | 10,336 | $427K |
| Mather Group, Llc. | 0.01% | Reduce -16.3% | 10,274 | $424K |
| Johnson Investment Counsel Inc. | 0.00% | New | 10,267 | $424K |
| PFG Advisors | 0.03% | Add +8.4% | 10,260 | $424K |
| Empower Advisory Group, LLC | 0.00% | Add +59.2% | 10,217 | $422K |
| Eight 31 Financial, LLC | 0.33% | Reduce -24.0% | 10,145 | $419K |
| Sterling Wealth Management, Inc. | 0.16% | Reduce -19.9% | 10,068 | $416K |
| Pacifica Partners Inc. | 0.17% | Reduce -4.9% | 9,976 | $412K |
| Brophy Wealth Management, LLC | 0.14% | — | 9,790 | $404K |
| Bahl & Gaynor LLC | 0.00% | Add +73.0% | 9,750 | $402K |
| CIBC Private Wealth Group LLC | 0.00% | Add +36.6% | 9,720 | $401K |
| Private Wealth Group, LLC | 0.20% | Reduce -8.7% | 9,702 | $400K |
| TSA Wealth Managment LLC | 0.16% | Add +0.0% | 9,649 | $398K |
| Dravo Bay LLC | 0.20% | Reduce -3.3% | 9,517 | $393K |
| Ground Swell Capital, LLC | 0.55% | New | 9,397 | $388K |
| Claro Advisors Inc. | 0.05% | Add +2.1% | 9,342 | $386K |
| Insight Advisors, LLC/ PA | 0.07% | Add +4.5% | 9,328 | $385K |
| US Bancorp \de | 0.00% | Reduce -32.4% | 9,135 | $377K |
| Lane & Associates LLC | 0.20% | Reduce -34.6% | 9,001 | $372K |
| AQR Capital Management | 0.00% | New | 8,884 | $367K |
| Manhattan West Asset Management, LLC | 0.09% | Reduce -22.3% | 8,798 | $363K |
| WR Wealth Planners, LLC | 0.10% | Add +3.6% | 8,781 | $362K |
| Balefire, LLC | 0.12% | Add +8.4% | 8,620 | $356K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 8,530 | $352K |
| Pinnacle Family Advisors, LLC | 0.18% | Add +0.2% | 8,477 | $350K |
| Moloney Securities Asset Management, LLC | 0.05% | New | 8,473 | $350K |
| WealthPlan Investment Management, LLC | 0.04% | New | 8,404 | $347K |
| Jones Financial Companies LLLP | 0.00% | Add +19.8% | 8,248 | $344K |
| E&G Advisors, LLC | 0.09% | Reduce -0.7% | 8,213 | $339K |
| Nicolet Advisory Services, LLC | 0.03% | Add +19.2% | 8,074 | $338K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 8,195 | $338K |
| SkyOak Wealth, LLC | 0.07% | Add +8.2% | 8,115 | $335K |
| Argent Trust Co | 0.01% | Reduce -6.4% | 8,087 | $334K |
| Clarity Capital Advisors, LLC | 0.24% | No change | 8,007 | $331K |
| Firestone Capital Management | 0.08% | No change | 8,000 | $330K |
| Calton & Associates, Inc. | 0.13% | Reduce -40.8% | 7,933 | $327K |
| First Heartland Consultants, Inc. | 0.04% | New | 7,910 | $327K |
| SIMA Wealth Partners, LLC | 0.28% | No change | 7,913 | $327K |
| Eclectic Associates Inc. | 0.13% | No change | 7,889 | $326K |
| Canal Capital Management, LLC | 0.05% | Add +0.3% | 7,880 | $325K |
| Lantz Financial LLC | 0.09% | Reduce -6.1% | 7,797 | $322K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -42.0% | 7,777 | $321K |
| Strategic Advocates LLC | 0.11% | Reduce -29.5% | 7,717 | $319K |
| Landmark Wealth Management, LLC | 0.14% | Add +5.3% | 7,704 | $318K |
| Fidelis Capital Partners, LLC | 0.04% | New | 7,793 | $317K |
| Balentine LLC | 0.01% | Reduce -69.1% | 7,674 | $317K |
| Magnolia Capital Advisors LLC | 0.16% | Add +0.6% | 7,662 | $316K |
| Vestia Personal Wealth Advisors | 0.30% | No change | 7,662 | $316K |
| Paradigm, Strategies in Wealth Management, LLC | 0.21% | Reduce -4.8% | 7,650 | $316K |
| Synovus Financial Corp. | 0.00% | New | 7,650 | $316K |
| Vantage Investment Partners, LLC | 0.03% | No change | 7,550 | $312K |
| Stone Summit Wealth LLC | 0.10% | Reduce -2.7% | 7,552 | $312K |
| Redmond Asset Management, LLC | 0.10% | Add +2.1% | 7,487 | $309K |
| FSA Advisors, Inc. | 0.31% | Add +11.0% | 8,117 | $309K |
| Tilson Financial Group, Inc. | 0.13% | No change | 7,456 | $308K |
| Northern Trust Corp. | 0.00% | Add +4.2% | 7,448 | $307K |
| Secure Asset Management, LLC | 0.05% | No change | 7,318 | $302K |
| Destiny Capital Corp | 0.19% | No change | 7,445 | $300K |
| Alaska Wealth Advisors, LLC | 0.05% | No change | 7,275 | $300K |
| Tempus Wealth Planning, LLC | 0.11% | New | 7,232 | $299K |
| Vawter Financial, Ltd. | 0.18% | No change | 7,157 | $295K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,100 | $293K |
| National Wealth Management Group, LLC | 0.20% | Add +10.4% | 7,038 | $291K |
| Narus Financial Partners, LLC | 0.10% | Reduce -1.0% | 7,004 | $289K |
| Focus Financial Network, Inc. | 0.01% | Add +14.1% | 6,906 | $285K |
| FreeGulliver LLC | 0.17% | No change | 6,870 | $284K |
| Trek Financial, LLC | 0.02% | Add +0.1% | 6,850 | $283K |
| Stevens Capital Partners | 0.14% | Reduce -1.2% | 6,849 | $283K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -1.5% | 6,841 | $282K |
| NorthStar Asset Management LLC | 0.19% | Add +1.4% | 6,823 | $282K |
| Whittier Trust Co. | 0.00% | No change | 6,770 | $279K |
| Formidable Asset Management, LLC | 0.04% | New | 6,718 | $277K |
| German American Bancorp, Inc. | 0.03% | No change | 6,711 | $277K |
| Zacks Investment Management | 0.00% | Add +9.1% | 6,662 | $275K |
| Gateway Wealth Partners, LLC | 0.08% | Add +8.9% | 6,624 | $273K |
| TFG Advisers LLC | 0.10% | Reduce -10.1% | 6,624 | $273K |
| Bensler, LLC | 0.03% | Reduce -39.1% | 6,623 | $273K |
| Quantitative Investment Management, LLC | 0.03% | New | 6,470 | $267K |
| Journey Strategic Wealth LLC | 0.01% | New | 6,278 | $259K |
| Austin Wealth Management, LLC | 0.06% | Reduce -7.5% | 6,169 | $258K |
| Astoria Strategic Wealth, Inc. | 0.08% | Add +1.3% | 6,260 | $258K |
| Apollon Financial, LLC | 0.08% | Add +3.0% | 6,208 | $256K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 6,183 | $255K |
| Capital CS Group, LLC | 0.31% | Add +2.0% | 6,166 | $255K |
| Silver Oak Securities, Incorporated | 0.03% | Add +1229.4% | 6,062 | $253K |
| Seeds Investor LLC | 0.09% | New | 6,070 | $251K |
| Ascentis Wealth Management, LLC | 0.09% | — | 6,060 | $250K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Add +12.1% | 6,065 | $250K |
| Bank of Montreal | 0.00% | Reduce -38.9% | 5,951 | $248K |
| D.A. Davidson & Co. | 0.00% | New | 5,930 | $245K |
| Advisors Capital Management, LLC | 0.00% | New | 5,906 | $244K |
| Modera Wealth Management, LLC | 0.00% | New | 5,902 | $244K |
| Howard Financial Services, LTD. | 0.04% | No change | 5,883 | $243K |
| MSH Capital Advisors LLC | 0.07% | New | 5,882 | $243K |
| Econ Financial Services Corp | 0.13% | Reduce -96.4% | 5,788 | $239K |
| Fourpath Capital Management, LLC | 0.04% | Reduce -52.4% | 5,720 | $236K |
| Modern Wealth Management, LLC | 0.01% | New | 5,682 | $235K |
| ORG Partners LLC | 0.04% | Reduce -51.2% | 5,634 | $233K |
| Mutual Advisors, LLC | 0.01% | Reduce -89.2% | 5,695 | $231K |
| Cadent Capital Advisors, LLC | 0.08% | New | 5,526 | $228K |
| Flagship Private Wealth, LLC | 0.12% | Reduce -17.8% | 5,507 | $227K |
| Private Portfolio Partners LLC | 0.04% | No change | 5,492 | $227K |
| Center For Asset Management LLC | 0.13% | New | 5,423 | $224K |
| Signal Advisors Wealth, LLC | 0.03% | New | 5,412 | $223K |
| True Vision MN LLC | 0.13% | New | 5,405 | $223K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -5.3% | 5,355 | $221K |
| Breakwater Investment Management | 0.09% | Reduce -4.7% | 5,353 | $221K |
| BNP Paribas Financial Markets | 0.00% | New | 5,300 | $219K |
| Vance Wealth, LLC | 0.08% | New | 5,286 | $218K |
| &partners | 0.00% | New | 5,177 | $214K |
| Investments & Financial Planning, LLC | 0.14% | New | 5,174 | $214K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -31.3% | 5,166 | $213K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 5,094 | $210K |
| Independent Advisor Alliance | 0.01% | New | 5,082 | $210K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,998 | $209K |
| Atlantic Union Bankshares Corp | 0.01% | New | 4,967 | $205K |
| Paladin Advisory Group, LLC | 0.15% | Reduce -40.5% | 4,952 | $204K |
| JGP Wealth Management, LLC | 0.03% | New | 4,940 | $204K |
| Caitlin John, LLC | 0.12% | Add +23.8% | 4,850 | $191K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -36.0% | 4,430 | $183K |
| McClarren Financial Advisors, Inc. | 0.02% | Add +583.2% | 2,569 | $182K |
| WealthShield Partners, LLC | 0.02% | No change | 4,141 | $171K |
| Huntington National Bank | 0.00% | Reduce -4.4% | 4,020 | $166K |
| Northwest Capital Management Inc | 0.06% | No change | 3,799 | $157K |
| Bogart Wealth, LLC | 0.01% | No change | 3,621 | $149K |
| Running Point Capital Advisors, LLC | 0.06% | No change | 3,552 | $147K |
| Sanctuary Wealth Management, L.L.C. | 0.10% | No change | 3,518 | $145K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 3,349 | $138K |
| Founders Financial Alliance, LLC | 0.04% | No change | 3,256 | $134K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -17.7% | 3,201 | $132K |
| NorthRock Partners, LLC | 0.00% | Reduce -3.4% | 3,060 | $126K |
| Eagle Bay Advisors LLC | 0.05% | No change | 2,900 | $120K |
| Smartleaf Asset Management LLC | 0.01% | Add +36.3% | 2,828 | $118K |
| Provenance Wealth Advisors, LLC | 0.01% | Add +15.6% | 2,770 | $114K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,768 | $114K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,733 | $113K |
| Oarsman Capital, Inc. | 0.02% | New | 2,694 | $111K |
| LRI Investments, LLC | 0.01% | No change | 2,799 | $109K |
| Raffa Wealth Management, LLC | 0.02% | Add +27.2% | 2,470 | $102K |
| Tidemark, LLC | 0.04% | Reduce -14.6% | 2,377 | $98K |
| Spire Wealth Management | 0.00% | Reduce -17.1% | 2,341 | $97K |
| SouthState Bank Corp | 0.01% | Reduce -0.4% | 2,285 | $94K |
| Valley National Advisers Inc. | 0.02% | No change | 2,149 | $88K |
| Iron Horse Wealth Management, LLC | 0.03% | Reduce -13.5% | 1,970 | $81K |
| American National Bank & Trust | 0.01% | Add +5.0% | 1,882 | $78K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,701 | $70K |
| Ballast Advisors LLC | 0.02% | Reduce -3.2% | 1,657 | $68K |
| Lanark Financial, Inc. | 0.01% | Reduce -2.6% | 1,671 | $68K |
| WFA of San Diego, LLC | 0.06% | No change | 1,578 | $65K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +13.8% | 1,495 | $62K |
| Dogwood Wealth Management LLC | 0.03% | Reduce -1.4% | 1,316 | $54K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -6.5% | 1,122 | $46K |
| National Bank of Canada | 0.00% | Add +12.2% | 967 | $40K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 939 | $39K |
| Archer Investment Corp | 0.01% | New | 938 | $39K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -36.3% | 917 | $38K |
| Anchor Investment Management, LLC | 0.00% | No change | 800 | $33K |
| WealthCollab, LLC | 0.02% | No change | 748 | $31K |
| Abound Wealth Management | 0.01% | No change | 657 | $27K |
| PSI Advisors, LLC | 0.01% | Reduce -27.9% | 617 | $25K |
| Your Advocates Ltd., LLP | 0.01% | No change | 611 | $25K |
| Rothschild Investment LLC | 0.00% | Reduce -17.7% | 590 | $24K |
| Safe Harbor Fiduciary, LLC | 0.02% | — | 575 | $24K |
| Arax Advisory Partners | 0.00% | Add +1722.6% | 565 | $23K |
| REAP Financial Group, LLC | 0.01% | Add +9.9% | 553 | $23K |
| Investors Research Corp | 0.00% | No change | 535 | $22K |
| PrairieView Partners, LLC | 0.00% | Reduce -20.8% | 546 | $22K |
| GoalVest Advisory LLC | 0.01% | No change | 503 | $21K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $21K |
| City Holding Co. | 0.00% | Reduce -37.2% | 500 | $21K |
| Future Financial Wealth Managment LLC | 0.01% | New | 484 | $20K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 480 | $20K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 474 | $20K |
| Tucker Asset Management LLC | 0.00% | No change | 473 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 468 | $19K |
| Evermay Wealth Management LLC | 0.00% | No change | 448 | $18K |
| First Command Advisory Services, Inc. | 0.00% | Add +276.6% | 403 | $17K |
| Concord Wealth Partners | 0.00% | Reduce -52.4% | 401 | $17K |
| Accent Capital Management, LLC | 0.01% | No change | 400 | $17K |
| Family Manage LLC | 0.00% | No change | 377 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -7.0% | 374 | $15K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -91.3% | 370 | $15K |
| Bessemer Group Inc. | 0.00% | No change | 362 | $15K |
| Blue Trust, Inc. | 0.00% | Add +26.1% | 396 | $15K |
| MGB Wealth Management, LLC | 0.01% | No change | 350 | $14K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 323 | $13K |
| Lindbrook Capital, LLC | 0.00% | No change | 317 | $13K |
| Phillips Financial Management, LLC | 0.00% | Reduce -34.0% | 317 | $13K |
| Front Row Advisors LLC | 0.00% | Reduce -41.0% | 311 | $13K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 300 | $12K |
| Motco | 0.00% | No change | 283 | $12K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 283 | $12K |
| Peterson Financial Group, Inc. | 0.04% | New | 280 | $12K |
| Reston Wealth Management LLC | 0.00% | New | 272 | $11K |
| Tsfg, LLC | 0.00% | No change | 266 | $11K |
| Silicon Valley Capital Partners | 0.00% | No change | 265 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 263 | $11K |
| Beacon Capital Management, LLC | 0.00% | Reduce -0.8% | 257 | $11K |
| Arlington Trust Co LLC | 0.00% | New | 242 | $10K |
| Davis Capital Management | 0.01% | No change | 239 | $10K |
| Crewe Advisors LLC | 0.00% | Reduce -35.6% | 239 | $10K |
| Colonial Trust Co / SC | 0.00% | Reduce -51.2% | 238 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +4.8% | 220 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 214 | $9K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 196 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 195 | $8K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -12.6% | 174 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -15.4% | 165 | $7K |
| Covestor Ltd | 0.00% | Add +45.2% | 151 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 139 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 131 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 130 | $5K |
| Burkett Financial Services, LLC | 0.00% | No change | 125 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 106 | $4K |
| Simplex Trading, LLC | 0.00% | New | 100 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 89 | $4K |
| Eastern Bank | 0.00% | New | 72 | $3K |
| M&R Capital Management Inc. | 0.00% | Reduce -59.9% | 65 | $3K |
| Operose Advisors LLC | 0.00% | No change | 63 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 60 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 53 | $2K |
| Evensky & Katz LLC | 0.00% | No change | 37 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 45 | $2K |
| Ascentis Independent Advisors | 0.00% | New | 43 | $2K |
| Sachetta, LLC | 0.00% | No change | 36 | $1K |
| BlackRock, Inc. | 0.00% | — | 36 | $1K |
| Hexagon Capital Partners LLC | 0.00% | No change | 27 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 29 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 24 | $991 |
| Marquette Asset Management, LLC | 0.00% | No change | 24 | $991 |
| Signaturefd, LLC | 0.00% | New | 22 | $908 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 21 | $867 |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 20 | $826 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -93.2% | 3 | $125 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $124 |
| New England Capital Financial Advisors LLC | 0.00% | Reduce -100.0% | 1 | $37 |
"% of holder's portfolio" is SPEM's weight in each manager's 13F, not the share of State Street SP PTF Em ETF the manager owns.