State Street SP PTF Em ETFSPEMETF
13F holders, Q4 2024 (December 31)832holders +63
50new positions
49sold out
5famous investors
$38.37avg. 13F price*
At the end of Q4 2024, 832 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 63 from Q3 2024. 50 opened new positions and 49 sold out. The largest holders were Creative Planning ($892.0M), Financial Engines Advisors L.L.C. ($716.0M) and LPL Financial LLC ($387.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SP PTF Em ETF
- Filed as
- SPDR INDEX SHS FDS (Q4 2024)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $57.0M |
| Exits | 49 | $35.5M |
All 13F filers, Q3 2024 → Q4 2024: 12,782,501 shares bought and 4,987,670 shares sold, net +7,794,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 832 holders
| Creative Planning | 0.87% | Add +1.1% | 23,247,782 | $892.0M |
| Financial Engines Advisors L.L.C. | 1.51% | Add +1.1% | 18,659,764 | $716.0M |
| LPL Financial LLC | 0.16% | Add +4.6% | 10,086,404 | $387.0M |
| Allworth Financial LP | 1.38% | Add +3.0% | 6,486,557 | $250.4M |
| Envestnet Asset Management Inc. | 0.07% | Add +12.1% | 5,899,908 | $226.4M |
| Tiaa Trust, National Association | 0.68% | Add +9.2% | 5,813,700 | $223.1M |
| State Street Corp. | 0.01% | Reduce -11.6% | 5,558,930 | $213.3M |
| Ameriprise Financial Inc. | 0.05% | Add +6.7% | 5,027,304 | $193.0M |
| Horizon Investments, LLC | 4.93% | Add +2.5% | 4,477,662 | $171.8M |
| Morgan Stanley | 0.01% | Add +22.3% | 3,633,452 | $139.4M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +0.7% | 3,127,918 | $120.0M |
| Bank of America Corp. | 0.01% | Add +33.5% | 2,956,916 | $113.5M |
| Bank of New York Mellon Corp | 0.02% | Add +37.9% | 2,694,747 | $103.4M |
| Envestnet Portfolio Solutions, Inc. | 0.29% | Add +13.4% | 2,314,948 | $88.8M |
| Cerity Partners LLC | 0.18% | Add +5.5% | 2,220,674 | $85.2M |
| Townsquare Capital LLC | 0.93% | Reduce -0.5% | 2,143,153 | $82.2M |
| Raymond James Financial Inc. | 0.03% | — | 1,989,623 | $76.3M |
| Assetmark, Inc. | 0.20% | Reduce -11.9% | 1,948,457 | $74.8M |
| Aptus Capital Advisors, LLC | 0.87% | Add +13.0% | 1,895,200 | $72.7M |
| Focus Partners Wealth | 0.19% | Add +32.5% | 1,861,650 | $71.4M |
| Cwm, LLC | 0.29% | Add +39.1% | 1,801,524 | $69.1M |
| Stadion Money Management, LLC | 5.31% | Reduce -1.3% | 1,769,660 | $67.9M |
| Cetera Investment Advisers | 0.13% | Add +11.5% | 1,639,953 | $62.9M |
| Wells Fargo & Company | 0.02% | Add +7.4% | 1,632,003 | $62.6M |
| UBS Group AG | 0.01% | Add +0.4% | 1,627,987 | $62.5M |
| Great Lakes Advisors, LLC | 0.51% | Reduce -1.0% | 1,555,897 | $59.7M |
| Mariner, LLC | 0.09% | Reduce -1.6% | 1,449,015 | $55.6M |
| Osaic Holdings, Inc. | 0.10% | Add +3.0% | 1,281,702 | $45.3M |
| Private Advisor Group, LLC | 0.25% | Add +7.3% | 1,160,956 | $44.5M |
| HighTower Advisors, LLC | 0.06% | Add +0.6% | 1,125,455 | $43.2M |
| Advisory Alpha, LLC | 1.52% | Reduce -4.5% | 1,112,922 | $42.7M |
| Royal Bank of Canada | 0.01% | Add +11.7% | 1,097,891 | $42.1M |
| JNBA Financial Advisors | 4.08% | Reduce -5.1% | 1,041,290 | $40.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -3.5% | 1,024,841 | $39.3M |
| BlueStem Wealth Partners, LLC | 5.00% | — | 991,674 | $38.1M |
| GeoWealth Management, LLC | 1.22% | Reduce -10.4% | 969,628 | $37.2M |
| Equitable Holdings, Inc. | 0.33% | Add +3.3% | 913,714 | $35.1M |
| Koss-Olinger Consulting, LLC | 2.88% | Add +4.4% | 855,516 | $32.8M |
| Luken Investment Analytics, LLC | 14.82% | Reduce -0.3% | 834,276 | $32.0M |
| McNamara Financial Services, Inc. | 7.37% | Reduce -8.6% | 817,092 | $31.4M |
| Pathstone Holdings, LLC | 0.14% | Add +0.7% | 808,126 | $31.0M |
| MML Investors Services, LLC | 0.10% | Add +5.9% | 757,157 | $29.1M |
| Betterment LLC | 0.07% | Add +25.5% | 734,875 | $28.2M |
| Cutler Investment Counsel LLC | 3.50% | Add +5.4% | 732,993 | $28.1M |
| Sei Investments Co. | 0.04% | Add +64.8% | 722,859 | $27.7M |
| NewEdge Advisors, LLC | 0.16% | Add +22.8% | 713,240 | $27.4M |
| Global Strategic Investment Solutions, LLC | 3.13% | Add +0.4% | 697,535 | $26.8M |
| Park Avenue Securities LLC | 0.27% | Add +7.1% | 681,531 | $26.1M |
| Clearstead Advisors, LLC | 0.40% | Add +1.6% | 680,062 | $26.1M |
| ICONIQ Capital, LLC | 0.40% | Add +1.5% | 661,733 | $25.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 656,428 | $25.2M |
| Trilogy Capital Inc. | 1.27% | Add +0.7% | 644,283 | $24.7M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -2.8% | 574,200 | $23.1M |
| AlphaStar Capital Management, LLC | 2.40% | Add +3.8% | 597,217 | $22.9M |
| Pineridge Advisors LLC | 8.61% | Add +15.7% | 594,219 | $22.8M |
| Meeder Advisory Services, Inc. | 1.40% | Reduce -4.9% | 583,833 | $22.4M |
| St Germain D J Co. Inc. | 0.99% | Reduce -15.0% | 568,267 | $21.8M |
| Axxcess Wealth Management, LLC | 0.54% | Add +1.1% | 564,828 | $21.7M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -3.9% | 547,524 | $21.0M |
| Financial Strategies Group, Inc. | 5.02% | Reduce -0.3% | 561,627 | $21.0M |
| Signature Estate & Investment Advisors LLC | 0.50% | Reduce -10.0% | 524,369 | $20.1M |
| Valmark Advisers, Inc. | 0.31% | Reduce -3.4% | 522,126 | $20.0M |
| Venturi Wealth Management, LLC | 0.97% | Add +15.3% | 516,287 | $19.8M |
| Ballentine Partners, LLC | 0.33% | Reduce -2.8% | 508,176 | $19.5M |
| KWB Wealth | 2.40% | Reduce -13.0% | 469,447 | $19.4M |
| Impact Partnership Wealth, LLC | 3.84% | Add +11.1% | 496,324 | $19.0M |
| CGN Advisors LLC | 1.81% | Add +3.6% | 485,319 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +7.4% | 484,573 | $18.6M |
| Capital Asset Advisory Services LLC | 0.90% | Add +4.9% | 476,122 | $18.3M |
| Heritage Family Offices, LLP | 8.56% | Add +0.3% | 446,891 | $17.1M |
| WCG Wealth Advisors LLC | 1.13% | Add +0.8% | 444,332 | $17.0M |
| Knightsbridge Asset Management, LLC | 3.79% | Add +3.5% | 420,136 | $16.1M |
| Capital Wealth Management, LLC | 6.79% | Add +7.3% | 413,001 | $15.8M |
| Atlas Capital Advisors Inc. | 2.00% | Add +0.4% | 408,642 | $15.7M |
| ERn Financial, LLC | 2.27% | Add +0.3% | 393,732 | $15.1M |
| N.E.W. Advisory Services LLC | 1.42% | Reduce -9.7% | 390,138 | $15.0M |
| KFG Wealth Management, LLC | 2.76% | Add +31.5% | 385,342 | $14.8M |
| Allen Capital Group, LLC | 1.77% | Add +1.1% | 376,792 | $14.5M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.9% | 375,549 | $14.4M |
| Chaney Capital Management, Inc. | 6.79% | Add +15.4% | 374,142 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.7% | 367,841 | $14.1M |
| Banco Santander, S.A. | 0.16% | Add +6.7% | 347,719 | $13.3M |
| Rodgers & Associates, LTD | 1.57% | Reduce -1.5% | 343,027 | $13.2M |
| SigFig Wealth Management, LLC | 0.48% | Reduce -5.6% | 355,053 | $13.1M |
| Tidal Investments LLC | 0.11% | Add +6.5% | 341,804 | $13.1M |
| Woodmont Investment Counsel LLC | 0.96% | Add +1.5% | 338,374 | $13.0M |
| Walkner Condon Financial Advisors LLC | 2.60% | Reduce -2.3% | 333,409 | $12.8M |
| Independent Advisor Alliance | 0.17% | Add +6357.9% | 328,192 | $12.6M |
| Aspire Private Capital, LLC | 3.00% | Reduce -13.3% | 314,743 | $12.1M |
| Tortoise Investment Management, LLC | 1.23% | Add +3.6% | 302,406 | $11.6M |
| Atlas Private Wealth Advisors | 1.64% | Reduce -1.3% | 301,469 | $11.6M |
| Sterneck Capital Management, LLC | 6.12% | Add +0.5% | 295,298 | $11.3M |
| Kestra Investment Management, LLC | 0.44% | Add +19.4% | 289,201 | $11.1M |
| Elm Partners Management LLC | 0.70% | New | 267,997 | $10.3M |
| Truefg, LLC | 3.35% | Add +0.5% | 267,236 | $10.3M |
| Landmark Wealth Management, Inc. | 4.96% | Add +2.6% | 265,297 | $10.2M |
| Forbes J M & Co. LLP | 0.98% | Add +0.7% | 265,153 | $10.2M |
| Onyx Bridge Wealth Group LLC | 1.46% | Add +694.6% | 264,312 | $10.1M |
| Geneos Wealth Management Inc. | 0.35% | Add +10.3% | 259,887 | $10.0M |
| Brookstone Capital Management | 0.14% | Reduce -3.8% | 251,702 | $9.7M |
| Financial Gravity Companies, Inc. | 2.17% | Add +3.7% | 247,043 | $9.5M |
| Better Money Decisions, LLC | 6.56% | Add +11.1% | 246,604 | $9.5M |
| Peak Financial Management, Inc. | 2.80% | Add +3.0% | 243,718 | $9.4M |
| Facet Wealth, Inc. | 0.24% | Reduce -6.1% | 234,928 | $9.2M |
| Sugarloaf Wealth Management, LLC | 1.73% | Add +2.5% | 237,808 | $9.1M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -0.7% | 229,145 | $8.9M |
| Marathon Strategic Advisors, LLC | 9.48% | Add +3.8% | 228,353 | $8.8M |
| Global Retirement Partners, LLC | 0.25% | Add +7.4% | 227,827 | $8.7M |
| Good Life Advisors, LLC | 0.62% | Add +13.0% | 223,314 | $8.6M |
| Second Line Capital, LLC | 2.24% | Add +1.5% | 216,101 | $8.3M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -4.2% | 215,491 | $8.3M |
| OneAscent Financial Services LLC | 0.70% | New | 214,948 | $8.2M |
| Wealth Alliance Advisory Group, LLC | 1.74% | Add +0.6% | 214,785 | $8.2M |
| Wrapmanager Inc. | 2.11% | Add +10.1% | 214,551 | $8.2M |
| Arax Advisory Partners | 0.51% | Add +37567.6% | 212,822 | $8.2M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +164.6% | 211,256 | $8.1M |
| Opes Wealth Management LLC | 1.65% | Add +1.9% | 210,206 | $8.1M |
| Harbour Investments, Inc. | 0.23% | Add +3.1% | 209,166 | $8.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.6% | 199,720 | $7.7M |
| Valtinson Bruner Financial Planning LLC | 2.66% | Add +4.4% | 198,395 | $7.6M |
| Fort Point Capital Partners LLC | 0.83% | Reduce -3.7% | 193,530 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +57.9% | 191,664 | $7.4M |
| Flagship Harbor Advisors, LLC | 0.39% | Add +35.9% | 191,614 | $7.4M |
| Advyzon Investment Management, LLC | 2.82% | — | 190,601 | $7.3M |
| Signet Financial Management, LLC | 0.93% | Add +0.5% | 189,087 | $7.3M |
| Signal Advisors Wealth, LLC | 0.82% | Add +3380.5% | 188,367 | $7.2M |
| Avior Wealth Management, LLC | 0.26% | Reduce -0.5% | 185,959 | $7.1M |
| Securian Asset Management, Inc. | 0.21% | New | 185,560 | $7.1M |
| TPG Financial Advisors, LLC | 3.09% | Reduce -32.6% | 185,004 | $7.1M |
| Sharkey, Howes & Javer | 0.99% | Add +9.6% | 184,157 | $7.1M |
| JDM Financial Group LLC | 3.65% | Add +16.7% | 183,168 | $7.0M |
| Brighton Securities Corp. | 3.35% | — | 179,425 | $6.9M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -3.7% | 177,474 | $6.8M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -3.7% | 177,474 | $6.8M |
| Cascade Financial Partners, LLC | 0.88% | Add +4.1% | 176,378 | $6.8M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +13.9% | 173,922 | $6.7M |
| Lake Street Advisors Group, LLC | 0.31% | No change | 172,962 | $6.6M |
| Blueprint Investment Partners LLC | 1.05% | Reduce -25.5% | 172,073 | $6.6M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -4.1% | 171,797 | $6.6M |
| Daymark Wealth Partners, LLC | 0.27% | Add +6.6% | 169,246 | $6.5M |
| Grey Fox Wealth Advisors, LLC | 1.78% | Add +3.6% | 168,865 | $6.5M |
| Values Added Financial LLC | 3.74% | Reduce -1.3% | 168,532 | $6.5M |
| Integrated Investment Consultants, LLC | 1.33% | Add +16.5% | 189,758 | $6.4M |
| Cassaday & Co Wealth Management LLC | 0.17% | New | 166,890 | $6.4M |
| Merit Financial Group, LLC | 0.11% | Add +1.2% | 164,100 | $6.3M |
| Renaissance Technologies | 0.01% | New | 164,100 | $6.3M |
| Dohj, LLC | 1.45% | Reduce -3.2% | 163,766 | $6.3M |
| LexAurum Advisors, LLC | 1.25% | Add +6.0% | 163,414 | $6.3M |
| Millington Financial Advisors, LLC | 3.61% | Add +2.4% | 161,507 | $6.2M |
| Abound Financial, LLC | 3.14% | — | 161,453 | $6.2M |
| David Kennon Inc | 2.44% | Add +1.5% | 161,311 | $6.2M |
| Moss Adams Wealth Advisors LLC | 0.65% | Add +4.5% | 161,023 | $6.2M |
| CSM Advisors, LLC | 0.29% | Add +98.6% | 159,901 | $6.1M |
| CW Advisors, LLC | 0.08% | Reduce -2.5% | 156,019 | $6.0M |
| Affiance Financial, LLC | 1.43% | Add +6.4% | 155,987 | $6.0M |
| Optimist Retirement Group LLC | 2.83% | Add +2.1% | 155,987 | $6.0M |
| Plan A Wealth LLC | 5.44% | — | 154,984 | $5.9M |
| Savant Capital, LLC | 0.05% | Reduce -6.0% | 152,096 | $5.8M |
| Fiduciary Alliance LLC | 0.59% | Add +5.1% | 152,052 | $5.8M |
| Financial Insights, Inc. | 2.25% | Reduce -14.3% | 151,762 | $5.8M |
| Windsor Capital Management, LLC | 1.70% | Add +0.2% | 149,570 | $5.7M |
| Savvy Advisors, Inc. | 0.68% | Add +30.4% | 147,246 | $5.6M |
| RFG Advisory, LLC | 0.16% | Add +12.8% | 144,796 | $5.6M |
| Waverly Advisors, LLC | 0.09% | Add +1.7% | 144,229 | $5.5M |
| Obsidian Personal Planning Solutions LLC | 2.67% | Add +6.5% | 142,746 | $5.5M |
| Towercrest Capital Management | 0.89% | Add +1.3% | 144,067 | $5.5M |
| Integrity Alliance, Llc. | 0.60% | — | 143,864 | $5.5M |
| Integrated Wealth Concepts LLC | 0.06% | Add +7.6% | 141,926 | $5.4M |
| Comerica Bank | 0.02% | Add +59.0% | 141,437 | $5.4M |
| Rinkey Investments | 1.73% | Reduce -37.1% | 140,528 | $5.4M |
| Brown Financial Advisory | 3.81% | Reduce -3.2% | 139,501 | $5.4M |
| McNaughton Wealth Management, LLC | 2.57% | Add +1.2% | 139,095 | $5.3M |
| ProVise Management Group, LLC | 0.45% | Add +3.7% | 137,419 | $5.3M |
| Uptown Financial Advisors LLC | 5.68% | — | 137,201 | $5.3M |
| Vision Capital Management, Inc. | 0.76% | Reduce -1.1% | 135,028 | $5.2M |
| Mason & Associates Inc | 1.21% | Add +148.8% | 134,497 | $5.2M |
| Raleigh Capital Management Inc. | 1.97% | Reduce -5.2% | 133,119 | $5.1M |
| Pure Financial Advisors, LLC | 0.12% | Add +1.9% | 132,338 | $5.1M |
| Capital Analysts, LLC | 0.20% | Reduce -0.7% | 131,550 | $5.0M |
| Corient Private Wealth LP | 0.01% | Reduce -7.0% | 130,678 | $5.0M |
| IHT Wealth Management, LLC | 0.16% | Reduce -33.9% | 130,603 | $5.0M |
| Founders Financial Securities LLC | 0.45% | Reduce -4.7% | 130,142 | $5.0M |
| Red Wave Investments LLC | 1.71% | Reduce -6.1% | 127,206 | $4.9M |
| R. W. Roge & Company, Inc. | 2.60% | Add +545.9% | 125,823 | $4.8M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.46% | Reduce -0.6% | 125,412 | $4.8M |
| Probity Advisors, Inc. | 0.91% | Reduce -4.7% | 123,711 | $4.7M |
| Optas, LLC | 1.02% | Add +1.0% | 122,888 | $4.7M |
| CX Institutional | 0.18% | Add +35.5% | 120,656 | $4.6M |
| Financial Enhancement Group LLC | 0.70% | Reduce -3.3% | 123,977 | $4.6M |
| Creative Financial Designs Inc. | 0.37% | Add +7.7% | 117,081 | $4.5M |
| Citigroup Inc. | 0.00% | Add +39.4% | 116,026 | $4.5M |
| Riversedge Advisors, LLC | 1.00% | Add +1.1% | 115,481 | $4.4M |
| Melone Private Wealth, LLC | 2.27% | Add +1.6% | 114,240 | $4.4M |
| Fonville Wealth Management LLC | 1.44% | Add +3.7% | 113,672 | $4.4M |
| Wolff Financial Management LLC | 1.21% | Add +7.7% | 113,643 | $4.4M |
| Boltwood Capital Management | 1.30% | Reduce -0.1% | 111,395 | $4.3M |
| Delta Wealth Advisors LLC | 4.00% | Reduce -6.2% | 110,527 | $4.2M |
| Cape Cod Five Cents Savings Bank | 0.38% | No change | 102,363 | $4.2M |
| Mason & Associates, LLC | 1.26% | Add +6.7% | 110,126 | $4.2M |
| Brooklyn FI, LLC | 1.39% | Add +12.7% | 108,999 | $4.2M |
| Municipal Employees' Retirement System of Michigan | 0.06% | Reduce -2.6% | 107,144 | $4.1M |
| Proffitt & Goodson Inc. | 0.67% | Reduce -2.3% | 105,749 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +13.1% | 105,138 | $4.0M |
| Mascoma Wealth Management LLC | 1.00% | Reduce -1.5% | 103,952 | $4.0M |
| Exencial Wealth Advisors, LLC | 0.15% | Add +0.2% | 103,940 | $4.0M |
| Ironwood Wealth Management, LLC. | 1.22% | Reduce -1.1% | 102,898 | $3.9M |
| Integrated Capital Management, LLC | 2.10% | Add +4.0% | 102,820 | $3.9M |
| Great Point Wealth Advisors, LLC | 0.86% | Reduce -0.7% | 102,700 | $3.9M |
| Wrenne Financial Planning LLC | 2.22% | Add +1.5% | 101,843 | $3.9M |
| Portside Wealth Group, LLC | 0.64% | Add +1.7% | 101,122 | $3.9M |
| Ade, LLC | 2.37% | Reduce -0.4% | 100,568 | $3.9M |
| Key Financial Inc | 0.87% | Reduce -0.7% | 100,268 | $3.8M |
| Alliance Wealth Management Group | 1.02% | Add +2.3% | 99,234 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +389.5% | 98,336 | $3.8M |
| Aquire Wealth Advisors, LLC | 1.16% | Reduce -4.1% | 97,754 | $3.8M |
| CreativeOne Wealth, LLC | 0.11% | Add +14.2% | 97,642 | $3.7M |
| Arq Wealth Advisors, LLC | 1.43% | Reduce -16.9% | 97,640 | $3.7M |
| Asset Dedication, LLC | 0.29% | Reduce -6.6% | 97,092 | $3.7M |
| WealthTrak Capital Management LLC | 3.14% | — | 96,904 | $3.7M |
| Turning Point Benefit Group, Inc. | 3.53% | — | 96,930 | $3.7M |
| Bristlecone Advisors, LLC | 0.29% | Reduce -2.4% | 96,636 | $3.7M |
| Parallel Advisors, LLC | 0.08% | Add +83.3% | 96,316 | $3.7M |
| ORBA Wealth Advisors, L.L.C. | 1.93% | Add +1.1% | 96,234 | $3.7M |
| BIP Wealth, LLC | 0.24% | Reduce -4.0% | 94,909 | $3.6M |
| Gibbs Wealth Management | 0.96% | Add +25.0% | 92,272 | $3.5M |
| Vista Investment Management | 1.33% | Add +0.6% | 91,149 | $3.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.52% | Reduce -1.7% | 90,703 | $3.5M |
| West Wealth Group, LLC | 1.04% | Add +12.1% | 90,621 | $3.5M |
| Austin Private Wealth, LLC | 0.32% | Add +8.8% | 89,888 | $3.4M |
| Harbor Advisory Corp. | 1.13% | Add +27.9% | 89,842 | $3.4M |
| Moneta Group Investment Advisors LLC | 0.05% | Reduce -14.8% | 89,117 | $3.4M |
| Clearwater Capital Advisors, LLC | 0.33% | Add +28.2% | 88,403 | $3.4M |
| Spartan Planning & Wealth Management | 3.09% | — | 88,149 | $3.4M |
| Continuum Advisory, LLC | 0.43% | Add +2.1% | 87,960 | $3.4M |
| Gainplan LLC | 1.24% | Add +1.8% | 85,240 | $3.3M |
| Single Point Partners, LLC | 0.75% | Add +0.1% | 84,618 | $3.2M |
| Tranquilli Financial Advisor LLC | 2.05% | Add +37.4% | 84,491 | $3.2M |
| Blue Barn Wealth, LLC | 1.70% | Add +5.0% | 84,066 | $3.2M |
| AE Wealth Management LLC | 0.03% | Add +8.3% | 83,807 | $3.2M |
| Financial Advocates Investment Management | 0.18% | Add +15.6% | 82,362 | $3.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Reduce -1.1% | 82,154 | $3.2M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -0.9% | 81,367 | $3.1M |
| Merriman Wealth Management, LLC | 0.13% | Reduce -41.4% | 80,057 | $3.1M |
| SPC Financial, Inc. | 0.27% | Add +0.8% | 79,951 | $3.1M |
| NSI Retail Advisors, LLC | 0.48% | No change | 79,400 | $3.0M |
| Aveo Capital Partners, LLC | 0.33% | Reduce -11.7% | 79,288 | $3.0M |
| ONE Advisory Partners, LLC | 1.33% | Add +0.8% | 78,168 | $3.0M |
| Gladstone Institutional Advisory LLC | 0.14% | Reduce -12.9% | 77,745 | $3.0M |
| Richardson Financial Services Inc. | 2.10% | Reduce -4.7% | 77,473 | $3.0M |
| Western Wealth Management, LLC | 0.16% | Add +8.8% | 77,253 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +19.3% | 76,998 | $3.0M |
| Choreo, LLC | 0.04% | Reduce -3.5% | 75,431 | $2.9M |
| Boston Standard Wealth Management, LLC | 0.56% | Add +2.1% | 74,539 | $2.9M |
| McAdam, LLC | 0.16% | Reduce -3.7% | 74,173 | $2.8M |
| Forbes Financial Planning, Inc. | 1.37% | Add +0.9% | 73,812 | $2.8M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.08% | — | 73,789 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.2% | 73,738 | $2.8M |
| Horizon Financial Services, LLC | 1.59% | Reduce -4.5% | 73,534 | $2.8M |
| Revisor Wealth Management LLC | 2.60% | Reduce -26.8% | 73,253 | $2.8M |
| Integrity Wealth Solutions LLC | 1.58% | Reduce -3.9% | 73,347 | $2.8M |
| Jim Saulnier & Associates, LLC | 2.42% | Add +35.5% | 73,191 | $2.8M |
| Ervin Investment Management, LLC | 1.81% | Add +5.2% | 72,947 | $2.8M |
| Shum Financial Group, Inc. | 2.41% | Add +0.9% | 72,678 | $2.8M |
| IFP Advisors, Inc | 0.09% | Reduce -7.4% | 72,612 | $2.8M |
| YHB Investment Advisors, Inc. | 0.23% | Add +1.3% | 72,367 | $2.8M |
| Novus Advisors, LLC | 2.67% | — | 69,953 | $2.7M |
| PAX Financial Group, LLC | 0.48% | Reduce -4.6% | 69,778 | $2.7M |
| HBW Advisory Services LLC | 0.27% | Reduce -3.6% | 68,362 | $2.6M |
| Winch Advisory Services, LLC | 0.68% | Add +0.9% | 68,161 | $2.6M |
| Legacy Solutions, LLC | 2.82% | — | 67,497 | $2.6M |
| Midwest Capital Advisors, LLC | 1.88% | — | 67,018 | $2.6M |
| Advisory Resource Group | 0.54% | Add +10.7% | 66,652 | $2.6M |
| Hobart Private Capital, LLC | 0.62% | Reduce -5.6% | 64,813 | $2.5M |
| Phoenix Wealth Advisors | 1.07% | Add +36.3% | 64,304 | $2.5M |
| Partners in Financial Planning | 0.50% | Add +2.0% | 64,126 | $2.5M |
| Capital Planning Advisors, LLC | 0.38% | Add +427.8% | 63,874 | $2.5M |
| Cornerstone Wealth Management, LLC | 0.17% | Add +10.9% | 63,793 | $2.4M |
| Forthright Family Wealth Advisory LLC | 1.58% | Reduce -6.5% | 63,487 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -5.0% | 63,415 | $2.4M |
| Summit Financial, LLC | 0.08% | Add +2.9% | 62,901 | $2.4M |
| Echo Wealth Management, LLC | 1.66% | Add +2.1% | 62,680 | $2.4M |
| BayBridge Capital Group, LLC | 1.73% | Add +2.3% | 62,303 | $2.4M |
| Acorn Financial Advisory Services Inc. | 0.39% | Reduce -11.1% | 61,670 | $2.4M |
| Quent Capital, LLC | 0.24% | Reduce -4.8% | 61,525 | $2.4M |
| Simon Quick Advisors, LLC | 0.14% | Reduce -14.4% | 60,446 | $2.3M |
| Higgins & Schmidt Wealth Strategies LLC | 1.44% | Reduce -58.0% | 60,325 | $2.3M |
| Tudor Investment Corporation | 0.02% | New | 59,728 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.17% | Reduce -1.3% | 59,701 | $2.3M |
| Leslie Global Wealth, LLC | 1.06% | Reduce -4.0% | 59,648 | $2.3M |
| Intrust Bank NA | 0.23% | Add +20.6% | 59,545 | $2.3M |
| Larson Financial Group LLC | 0.12% | Reduce -7.9% | 59,504 | $2.3M |
| Peterson Wealth Advisors, LLC | 0.41% | Add +59.9% | 59,311 | $2.3M |
| Csenge Advisory Group | 0.12% | Reduce -2.4% | 59,065 | $2.3M |
| WESCAP Management Group, Inc. | 0.55% | Add +6.2% | 58,849 | $2.3M |
| Ascent Group, LLC | 0.17% | Reduce -14.6% | 58,808 | $2.3M |
| FSB Premier Wealth Management, Inc. | 0.90% | Reduce -0.5% | 58,646 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -67.3% | 58,386 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Add +2.2% | 58,306 | $2.2M |
| Colton Groome Financial Advisors, LLC | 0.85% | Add +12.3% | 57,916 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.29% | Add +4.6% | 56,617 | $2.2M |
| Midwest Financial Network, LLC | 2.26% | — | 56,609 | $2.2M |
| Koshinski Asset Management, Inc. | 0.18% | Reduce -2.1% | 56,111 | $2.2M |
| Partnership Wealth Management, LLC | 1.75% | Add +9.6% | 54,872 | $2.1M |
| Meitav Investment House Ltd. | 0.04% | Reduce -0.7% | 54,672 | $2.1M |
| M&T Bank Corp | 0.01% | Reduce -11.2% | 54,514 | $2.1M |
| Resonant Capital Advisors, LLC | 0.15% | Add +4.1% | 54,063 | $2.1M |
| MBA Advisors LLC | 1.04% | Reduce -4.0% | 53,232 | $2.0M |
| Kathleen S. Wright Associates Inc. | 0.85% | Add +1.4% | 53,221 | $2.0M |
| North Star Asset Management Inc. | 0.09% | Add +6.2% | 52,334 | $2.0M |
| Global Financial Private Client, LLC | 0.75% | Reduce -2.2% | 52,070 | $2.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.49% | Add +2.6% | 51,966 | $2.0M |
| Greenwood Gearhart LLC | 0.14% | New | 51,109 | $2.0M |
| Diligent Investors, LLC | 0.44% | Add +3.4% | 49,752 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.23% | Add +1.4% | 49,528 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +18.1% | 49,151 | $1.9M |
| Cobblestone Asset Management LLC | 1.23% | Reduce -1.2% | 49,072 | $1.9M |
| Tobias Financial Advisors, Inc. | 0.38% | Reduce -3.6% | 48,989 | $1.9M |
| Arete Wealth Advisors, LLC | 0.14% | Add +16.6% | 48,778 | $1.9M |
| WBH Advisory Inc. | 0.17% | Add +4.6% | 48,651 | $1.9M |
| Fifth Third Securities, Inc. | 0.15% | Add +6.2% | 46,769 | $1.8M |
| FMR LLC | 0.00% | Add +28.5% | 46,743 | $1.8M |
| Safeguard Financial, LLC | 0.39% | Add +6.6% | 46,502 | $1.8M |
| Occidental Asset Management, LLC | 0.28% | Add +0.7% | 46,414 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +3.4% | 46,300 | $1.8M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | Add +18.6% | 45,949 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Add +79.7% | 45,287 | $1.7M |
| Compound Planning, Inc. | 0.09% | Add +40.8% | 45,021 | $1.7M |
| FF Advisors,LLC | 1.17% | Reduce -8.7% | 42,315 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Add +643.3% | 43,872 | $1.7M |
| Debussy Capital Management LP | 0.25% | Reduce -0.7% | 43,296 | $1.7M |
| Strategic Financial Planning, Inc. | 1.13% | Reduce -0.8% | 43,145 | $1.7M |
| OLIO Financial Planning | 0.58% | New | 43,088 | $1.7M |
| Topel & Distasi Wealth Management, LLC | 0.71% | No change | 42,915 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -40.8% | 42,839 | $1.6M |
| Ieq Capital, LLC | 0.02% | New | 42,770 | $1.6M |
| Cambridge Financial Group, LLC | 0.68% | Reduce -0.6% | 41,594 | $1.6M |
| Cornerstone Advisors Asset Management, LLC | 0.34% | Add +30.6% | 41,477 | $1.6M |
| Smith, Moore & Co. | 0.15% | No change | 41,427 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -15.1% | 41,362 | $1.6M |
| IAG Wealth Partners, LLC | 0.28% | Add +5.1% | 40,842 | $1.6M |
| First Hawaiian Bank | 0.05% | No change | 40,489 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +3.8% | 40,100 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.44% | Reduce -9.5% | 39,722 | $1.5M |
| Lifeworks Advisors, LLC | 0.27% | Reduce -18.1% | 39,421 | $1.5M |
| TD Private Client Wealth LLC | 0.04% | Add +11.9% | 39,173 | $1.5M |
| Westfuller Advisors, LLC | 0.95% | Add +5.4% | 39,088 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -82.4% | 38,609 | $1.5M |
| Blair William & Co. | 0.00% | Add +36.8% | 38,543 | $1.5M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -2.0% | 38,505 | $1.5M |
| International Private Wealth Advisors LLC | 1.46% | Add +1.5% | 38,361 | $1.5M |
| Vested Financial Planning, LLC | 1.39% | — | 38,338 | $1.5M |
| Stonehearth Capital Management, LLC | 0.59% | Reduce -3.3% | 38,105 | $1.5M |
| Fortitude Financial, LLC | 0.81% | — | 37,959 | $1.5M |
| Beacon Bridge Wealth Partners, LLC | 0.60% | Reduce -1.6% | 37,108 | $1.4M |
| Security Financial Services, INC. | 0.29% | Add +3.3% | 37,089 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Add +46.3% | 36,870 | $1.4M |
| TAGStone Capital, Inc. | 0.69% | Reduce -3.0% | 36,705 | $1.4M |
| SOA Wealth Advisors, LLC. | 0.26% | Add +17.3% | 36,132 | $1.4M |
| Simplicity Wealth,LLC | 0.29% | Reduce -35.1% | 36,095 | $1.4M |
| NavPoint Financial, Inc. | 1.09% | Reduce -0.1% | 35,851 | $1.4M |
| Peninsula Wealth, LLC | 0.23% | Add +43.3% | 35,674 | $1.4M |
| Principal Securities, Inc. | 0.03% | Reduce -7.3% | 35,495 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +175.6% | 35,465 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +59.4% | 34,966 | $1.3M |
| Hofer & Associates. Inc | 0.89% | Add +23.9% | 34,653 | $1.3M |
| Worth Financial Advisory Group, LLC | 0.81% | Reduce -12.2% | 34,288 | $1.3M |
| Kagan Cocozza Asset Management | 1.08% | — | 33,755 | $1.3M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -0.4% | 33,644 | $1.3M |
| May Hill Capital, LLC | 0.50% | — | 33,643 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +2.5% | 33,451 | $1.3M |
| Rainier Family Wealth Inc. | 1.55% | — | 33,399 | $1.3M |
| Waller Financial Planning Group, Inc. | 0.32% | Reduce -92.9% | 33,267 | $1.3M |
| RTD Financial Advisors, Inc. | 0.16% | Reduce -0.2% | 33,050 | $1.3M |
| Watershed Private Wealth LLC | 0.49% | Reduce -0.7% | 32,791 | $1.3M |
| Novem Group | 0.18% | — | 32,180 | $1.2M |
| Balboa Wealth Partners | 0.28% | Reduce -12.5% | 32,054 | $1.2M |
| Liberty One Investment Management, LLC | 0.13% | Add +2.6% | 31,765 | $1.2M |
| Fidelis Capital Partners, LLC | 0.12% | Add +299.6% | 31,141 | $1.2M |
| Defined Wealth Management, LLC | 0.79% | Reduce -0.7% | 31,148 | $1.2M |
| Vertex Planning Partners, LLC | 0.26% | Add +0.5% | 30,575 | $1.2M |
| JFS Wealth Advisors, LLC | 0.08% | Reduce -0.6% | 30,167 | $1.2M |
| 3EDGE Asset Management, LP | 0.07% | New | 29,879 | $1.1M |
| Iams Wealth Management, LLC | 0.52% | Add +1.1% | 29,858 | $1.1M |
| Wealth Advisors of Iowa, LLC | 0.58% | Add +27.5% | 29,808 | $1.1M |
| IRON Financial LLC | 0.64% | Add +0.4% | 29,746 | $1.1M |
| Comprehensive Money Management Services LLC | 0.94% | — | 29,695 | $1.1M |
| Thompson David Blair | 0.83% | — | 29,666 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -31.8% | 30,355 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.48% | No change | 27,288 | $1.1M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -31.1% | 29,246 | $1.1M |
| American Financial & Tax Strategies Inc. | 0.58% | No change | 29,039 | $1.1M |
| Victory Financial Group, LLC | 0.29% | — | 28,880 | $1.1M |
| Rosenberg Matthew Hamilton | 0.29% | Add +2.5% | 28,697 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -37.7% | 28,010 | $1.1M |
| AllGen Financial Advisors, Inc. | 0.36% | Reduce -20.7% | 27,992 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -48.4% | 27,960 | $1.1M |
| Lifestyle Asset Management, Inc. | 0.58% | Add +2.6% | 27,948 | $1.1M |
| Vantage Financial Partners, LLC | 0.27% | Reduce -6.8% | 27,801 | $1.1M |
| Frisch Financial Group, Inc. | 0.31% | Reduce -1.9% | 26,858 | $1.0M |
| USAdvisors Wealth Management, LLC | 0.33% | Reduce -3.3% | 26,549 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -30.1% | 26,404 | $1.0M |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -53.4% | 25,931 | $995K |
| Collaborative Wealth Managment Inc. | 0.44% | Reduce -9.4% | 25,393 | $974K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.4% | 25,260 | $969K |
| Northeast Financial Group, Inc. | 0.37% | Reduce -1.2% | 24,969 | $958K |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -0.4% | 24,875 | $954K |
| Edge Capital Group, LLC | 0.04% | No change | 24,698 | $948K |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -50.2% | 24,532 | $941K |
| New Century Financial Group, LLC | 0.40% | Add +18.4% | 24,317 | $935K |
| G&S Capital LLC | 0.38% | Add +1.0% | 23,966 | $920K |
| Benjamin Edwards Inc. | 0.01% | Add +37.4% | 23,921 | $918K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -1.8% | 23,743 | $911K |
| Avantax Advisory Services, Inc. | 0.01% | Add +32.7% | 23,581 | $905K |
| Hilltop Holdings Inc. | 0.06% | Reduce -7.4% | 22,822 | $876K |
| Range Financial Group LLC | 0.40% | Add +89.5% | 22,513 | $864K |
| Battery Global Advisors, LLC | 0.46% | No change | 22,356 | $858K |
| Upper Left Wealth Management, LLC | 0.73% | Reduce -0.5% | 22,299 | $856K |
| Leavell Investment Management, Inc. | 0.04% | No change | 22,297 | $856K |
| Strategic Financial Concepts, LLC | 0.16% | New | 22,285 | $855K |
| Hassell Wealth Management, LLC | 0.34% | Add +2.1% | 22,035 | $849K |
| Apeiron RIA LLC | 0.24% | Add +0.6% | 22,071 | $847K |
| Northwest Wealth Management, LLC | 0.18% | Reduce -4.3% | 22,021 | $845K |
| Advisory Services Network, LLC | 0.02% | Reduce -16.4% | 21,552 | $827K |
| City State Bank | 0.29% | Add +1.6% | 21,271 | $816K |
| Rovin Capital /Ut/ | 0.29% | Add +59.7% | 21,101 | $810K |
| Aire Advisors, LLC | 0.17% | Add +0.9% | 21,078 | $809K |
| HighMark Wealth Management LLC | 0.46% | Reduce -0.8% | 20,995 | $806K |
| TRUE Private Wealth Advisors | 0.10% | New | 20,834 | $799K |
| Belpointe Asset Management LLC | 0.05% | Add +2.9% | 20,701 | $799K |
| Advance Capital Management, Inc. | 0.04% | Add +0.4% | 20,806 | $798K |
| Three Cord True Wealth Management, LLC | 0.69% | — | 20,803 | $798K |
| Two Sigma Securities, LLC | 0.14% | Reduce -50.0% | 20,621 | $791K |
| United Asset Strategies, Inc. | 0.07% | Add +32.2% | 20,616 | $791K |
| Trinity Wealth Management, LLC | 0.36% | Add +4.7% | 20,609 | $791K |
| Family Investment Center, Inc. | 0.20% | Reduce -3.4% | 20,588 | $790K |
| Sunburst Financial Group, LLC | 0.19% | Reduce -15.1% | 20,538 | $788K |
| Diversified Enterprises, LLC | 0.08% | Add +8.6% | 20,532 | $788K |
| Hughes Financial Services, LLC | 0.16% | — | 20,387 | $782K |
| American Investment Services, Inc. | 0.14% | Add +1.6% | 20,156 | $773K |
| Valued Wealth Advisors LLC | 0.48% | Add +4.6% | 19,989 | $767K |
| Hilltop Partners LLC | 0.26% | Reduce -48.5% | 19,874 | $763K |
| Triumph Capital Management | 0.26% | Reduce -7.3% | 19,774 | $759K |
| SteelPeak Wealth, LLC | 0.03% | New | 19,628 | $753K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.3% | 19,512 | $749K |
| Norden Group LLC | 0.08% | Add +5.9% | 19,510 | $749K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -69.0% | 19,505 | $748K |
| Wedmont Private Capital | 0.04% | Add +13.6% | 19,999 | $747K |
| Gateway Wealth Partners, LLC | 0.19% | Add +193.3% | 19,427 | $745K |
| Ellevest, Inc. | 0.04% | No change | 19,400 | $744K |
| Strategic Investment Advisors / MI | 0.08% | Reduce -11.3% | 19,318 | $741K |
| Global Endowment Management, LP | 0.09% | New | 19,229 | $738K |
| Kelly Financial Services LLC | 0.27% | Reduce -50.0% | 19,209 | $737K |
| Diversify Wealth Management, LLC | 0.06% | Reduce -27.4% | 19,691 | $735K |
| Magnolia Capital Advisors LLC | 0.19% | Add +148.0% | 19,005 | $729K |
| UNIVEST FINANCIAL Corp | 0.05% | Add +3.7% | 18,958 | $727K |
| Glass Jacobson Investment Advisors llc | 0.24% | Add +0.2% | 18,861 | $724K |
| Perigon Wealth Management, LLC | 0.02% | Add +10.3% | 19,077 | $724K |
| Private Trust Co. NA | 0.07% | Add +59.6% | 18,835 | $723K |
| Alliance Wealth Advisors, LLC | 0.19% | Add +1.8% | 18,744 | $719K |
| Klingman & Associates, LLC | 0.05% | No change | 18,706 | $718K |
| Argent Trust Co | 0.03% | Add +130.9% | 18,676 | $717K |
| Verus Capital Partners, LLC | 0.07% | Reduce -3.1% | 18,455 | $711K |
| Wealthspire Retirement, LLC | 0.06% | Add +8.9% | 18,435 | $707K |
| MA Private Wealth | 0.13% | Reduce -8.2% | 18,356 | $704K |
| Lockerman Financial Group, Inc. | 1.19% | Reduce -4.7% | 18,248 | $700K |
| Montz Harcus Wealth Management LLC | 0.39% | Add +11.1% | 17,976 | $690K |
| Rwa Wealth Partners, LLC | 0.01% | Add +62.4% | 17,559 | $674K |
| AQR Capital Management | 0.00% | Add +96.0% | 17,416 | $668K |
| Kera Capital Partners, Inc. | 0.19% | — | 17,367 | $666K |
| Rooted Wealth Advisors, Inc. | 0.26% | Reduce -10.9% | 17,272 | $661K |
| Net Worth Advisory Group | 0.20% | Reduce -9.6% | 17,003 | $652K |
| Inman Jager Wealth Management, LLC | 0.51% | — | 16,886 | $648K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.9% | 16,772 | $644K |
| Northeast Planning Associates, Inc. / NH / | 0.66% | — | 16,607 | $637K |
| Gilbert & Cook, Inc. | 0.09% | No change | 16,568 | $636K |
| Coign Capital Advisors LLC | 0.59% | — | 16,558 | $635K |
| Dravo Bay LLC | 0.31% | Add +73.9% | 16,552 | $635K |
| Valley Financial Group, Inc. | 0.44% | Reduce -1.7% | 16,512 | $634K |
| Morling Financial Advisors, LLC | 0.22% | Reduce -0.3% | 16,506 | $633K |
| Advisor OS, LLC | 0.07% | Reduce -2.0% | 16,401 | $629K |
| Sheets Smith Wealth Management | 0.08% | Reduce -6.4% | 16,299 | $625K |
| Hilltop Wealth Advisors, LLC | 0.32% | Reduce -5.3% | 16,285 | $625K |
| Curtis Advisory Group, LLC | 0.17% | Add +4.0% | 16,265 | $624K |
| Money Concepts Capital Corp. | 0.05% | Add +8.7% | 16,262 | $624K |
| Portland Financial Advisors Inc | 1.68% | — | 16,260 | $624K |
| Professional Financial Advisors, LLC | 0.16% | Add +3.0% | 16,149 | $620K |
| MB Generational Wealth, LLC | 0.45% | Reduce -13.7% | 15,986 | $613K |
| Retirement Income Solutions, Inc. | 0.12% | Reduce -9.2% | 15,863 | $609K |
| Catalyst Private Wealth, LLC | 0.27% | Add +4.3% | 15,853 | $608K |
| Hurley Capital, LLC | 0.49% | — | 15,784 | $607K |
| Spectrum Planning & Advisory Services Inc. | 0.53% | Reduce -3.1% | 15,799 | $606K |
| One Capital Management, LLC | 0.02% | Reduce -17.6% | 15,783 | $606K |
| Broadview Financial Management, LLC | 0.43% | Reduce -42.0% | 15,663 | $601K |
| Richard W. Paul & Associates, LLC | 0.22% | Reduce -11.2% | 15,534 | $596K |
| Rehmann Capital Advisory Group | 0.04% | Add +2.5% | 15,452 | $593K |
| Independent Wealth Network Inc. | 0.24% | Add +15.1% | 15,396 | $591K |
| Cozad Asset Management Inc. | 0.05% | Reduce -35.9% | 15,255 | $585K |
| Tempus Wealth Planning, LLC | 0.18% | Add +108.4% | 15,071 | $578K |
| Coppell Advisory Solutions LLC | 0.08% | Reduce -14.8% | 15,016 | $578K |
| Penobscot Wealth Management | 0.26% | Add +5.2% | 14,705 | $564K |
| Apella Capital, LLC | 0.02% | Add +0.8% | 14,699 | $564K |
| Maia Wealth LLC | 0.12% | Add +34.9% | 14,632 | $560K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -5.1% | 14,489 | $556K |
| Guidance Capital, Inc. | 0.17% | Reduce -59.9% | 14,175 | $552K |
| BankPlus Wealth Management LLC | 0.41% | — | 14,319 | $549K |
| Moneco Advisors, LLC | 0.06% | New | 14,035 | $539K |
| CIBC Private Wealth Group LLC | 0.00% | Add +45.1% | 14,102 | $536K |
| Wallace Advisory Group, LLC | 0.37% | Reduce -3.6% | 12,975 | $536K |
| StoneX Group Inc. | 0.03% | Add +31.1% | 13,778 | $529K |
| Convergence Financial, LLC | 0.10% | Reduce -5.9% | 13,611 | $522K |
| Gilman Hill Asset Management, LLC | 0.09% | Reduce -6.4% | 13,545 | $520K |
| Sound Financial Strategies Group, LLC | 0.43% | Reduce -10.1% | 13,513 | $518K |
| Jones Financial Companies LLLP | 0.00% | Add +63.6% | 13,494 | $518K |
| World Investment Advisors | 0.01% | Reduce -1.0% | 13,447 | $516K |
| Certified Advisory Corp | 0.06% | Reduce -0.7% | 13,395 | $514K |
| Rede Wealth, LLC | 0.20% | Reduce -3.0% | 13,324 | $511K |
| Foundation Wealth Management, LLC\PA | 0.25% | — | 13,301 | $510K |
| Vise Technologies, Inc. | 0.04% | Reduce -8.3% | 13,247 | $508K |
| Formidable Asset Management, LLC | 0.08% | Add +96.6% | 13,208 | $507K |
| Carnegie Investment Counsel | 0.01% | Add +2.6% | 13,151 | $505K |
| M Holdings Securities, Inc. | 0.08% | Reduce -22.9% | 13,099 | $503K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -79.0% | 13,083 | $502K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -32.1% | 12,587 | $498K |
| Stanich Group LLC | 0.37% | — | 12,874 | $494K |
| Oppenheimer & Co. Inc. | 0.01% | Add +13.8% | 12,856 | $493K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -18.9% | 12,855 | $493K |
| Beacon Financial Group | 0.05% | Add +4.4% | 12,814 | $492K |
| Post Resch Tallon Group Inc. | 0.48% | — | 12,843 | $491K |
| Financial Network Wealth Advisors LLC | 0.91% | Reduce -55.4% | 12,714 | $488K |
| Calton & Associates, Inc. | 0.22% | Add +60.1% | 12,700 | $487K |
| Birch Financial Group, LLC | 0.55% | — | 12,654 | $486K |
| Towerpoint Wealth, LLC | 0.24% | Reduce -2.3% | 12,637 | $485K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 12,485 | $479K |
| Salomon & Ludwin, LLC | 0.05% | Add +5.1% | 12,436 | $477K |
| Pacifica Partners Inc. | 0.20% | Add +24.1% | 12,379 | $473K |
| Resurgent Financial Advisors LLC | 0.28% | Add +1.9% | 12,214 | $469K |
| Seeds Investor LLC | 0.13% | Add +100.8% | 12,190 | $468K |
| NewEdge Wealth, LLC | 0.01% | Add +0.0% | 12,046 | $462K |
| Hill Investment Group Partners, LLC | 0.06% | New | 12,002 | $461K |
| Capital Advisors Inc. | 0.01% | Reduce -72.7% | 11,993 | $460K |
| Vicus Capital | 0.04% | Add +2.6% | 11,981 | $460K |
| River Street Advisors LLC | 0.23% | Add +3.6% | 11,971 | $459K |
| True North Advisors, LLC | 0.11% | New | 11,947 | $458K |
| Redwood Financial Network Corp | 0.34% | Reduce -3.6% | 11,924 | $458K |
| Keener Financial Planning LLC | 0.27% | Reduce -9.5% | 11,933 | $457K |
| Mullaney, Keating & Wright, Inc. | 0.31% | New | 11,881 | $456K |
| Stephens Inc. | 0.01% | Add +0.6% | 11,875 | $456K |
| Cary Street Partners Investment Advisory LLC | 0.30% | Reduce -25.1% | 11,793 | $452K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.4% | 11,789 | $452K |
| NBT Bank, N.A. | 0.03% | No change | 11,748 | $451K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +4.8% | 11,725 | $450K |
| Elios Financial Group Inc. | 0.21% | Reduce -1.5% | 11,704 | $449K |
| Old Second National Bank of Aurora | 0.10% | Add +7.1% | 11,659 | $447K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -3.5% | 11,609 | $447K |
| Warner Financial, Inc. | 0.19% | Reduce -6.8% | 11,544 | $443K |
| Castleview Partners, LLC | 0.24% | Reduce -1.0% | 11,532 | $441K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -52.1% | 11,477 | $440K |
| XY Planning Network, Inc. | 0.33% | — | 11,451 | $439K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -12.2% | 11,282 | $433K |
| TKG Advisors, LLC | 0.20% | Add +7.1% | 11,096 | $432K |
| Life Planning Partners, Inc | 0.40% | No change | 11,253 | $432K |
| Stark Wealth Management LLC | 0.32% | — | 11,213 | $431K |
| First Trust Advisors LP | 0.00% | New | 11,182 | $429K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -2.0% | 11,131 | $427K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -7.7% | 10,994 | $422K |
| Watts Gwilliam & Co., LLC | 0.09% | No change | 11,002 | $421K |
| Macroview Investment Management LLC | 0.43% | Add +1.4% | 10,954 | $420K |
| Cooksen Wealth, LLC | 0.39% | Reduce -24.9% | 10,942 | $420K |
| Bison Wealth, LLC | 0.05% | — | 10,821 | $415K |
| Absolute Capital Management, LLC | 0.23% | Reduce -4.0% | 10,721 | $412K |
| Stonebridge Financial Group, LLC | 0.05% | — | 10,723 | $411K |
| Summit Trail Advisors, LLC | 0.01% | No change | 10,566 | $405K |
| ACT Advisors, LLC. | 0.22% | Reduce -34.2% | 10,515 | $403K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +51.7% | 10,380 | $398K |
| Private Wealth Group, LLC | 0.19% | Add +6.8% | 10,363 | $398K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -18.4% | 10,308 | $396K |
| Mather Group, Llc. | 0.01% | No change | 10,274 | $394K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -2.0% | 10,165 | $390K |
| CoreCap Advisors, LLC | 0.02% | Reduce -7.3% | 10,088 | $387K |
| Baker Tilly Wealth Management, LLC | 0.15% | Reduce -22.1% | 10,032 | $385K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | Reduce -6.5% | 9,854 | $378K |
| Matauro, LLC | 0.08% | — | 9,753 | $374K |
| TSA Wealth Managment LLC | 0.15% | No change | 9,649 | $370K |
| US Bancorp \de | 0.00% | Add +4.5% | 9,542 | $366K |
| PFG Advisors | 0.02% | Reduce -7.2% | 9,518 | $365K |
| Claro Advisors Inc. | 0.05% | Add +1.8% | 9,514 | $365K |
| Potentia Wealth | 0.16% | — | 9,500 | $365K |
| Eight 31 Financial, LLC | 0.28% | Reduce -6.4% | 9,496 | $364K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -17.0% | 9,446 | $362K |
| Insight Advisors, LLC/ PA | 0.06% | Add +0.8% | 9,402 | $362K |
| SkyOak Wealth, LLC | 0.08% | Add +15.4% | 9,363 | $359K |
| Bragg Financial Advisors, Inc | 0.01% | New | 9,310 | $357K |
| Sterling Wealth Management, Inc. | 0.13% | Reduce -8.4% | 9,219 | $354K |
| Pinnacle Family Advisors, LLC | 0.17% | Add +8.7% | 9,215 | $354K |
| Dynamic Financial Group | 0.36% | — | 9,205 | $353K |
| Bravias Capital Group, LLC | 0.29% | — | 9,084 | $352K |
| One Wealth Capital Management, LLC | 0.18% | — | 9,044 | $347K |
| Stevens Capital Partners | 0.16% | Add +30.8% | 8,959 | $344K |
| Cabot Wealth Management Inc. | 0.04% | Reduce -34.9% | 8,890 | $341K |
| American National Bank & Trust | 0.04% | Add +368.2% | 8,811 | $338K |
| Lane & Associates LLC | 0.17% | Reduce -3.8% | 8,663 | $336K |
| 4WEALTH Advisors, Inc. | 0.34% | — | 8,698 | $334K |
| Manhattan West Asset Management, LLC | 0.09% | Reduce -1.1% | 8,697 | $334K |
| Bahl & Gaynor LLC | 0.00% | Reduce -11.3% | 8,650 | $332K |
| Northern Trust Corp. | 0.00% | Add +16.1% | 8,648 | $332K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -16.0% | 8,627 | $331K |
| WealthPlan Investment Management, LLC | 0.03% | Add +1.8% | 8,559 | $328K |
| LBMC Investment Advisors, LLC | 0.03% | Add +0.1% | 8,538 | $328K |
| Huntington National Bank | 0.00% | Add +111.2% | 8,489 | $326K |
| Vantage Investment Partners, LLC | 0.03% | Add +12.3% | 8,478 | $325K |
| K2 Financial Inc. | 0.32% | — | 8,582 | $318K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -20.3% | 8,260 | $317K |
| E&G Advisors, LLC | 0.09% | Add +0.1% | 8,221 | $315K |
| Sovran Advisors, LLC | 0.04% | — | 8,390 | $315K |
| L.M. Kohn & Company | 0.08% | Reduce -26.3% | 8,195 | $314K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 8,195 | $314K |
| Canal Capital Management, LLC | 0.05% | Add +3.7% | 8,175 | $314K |
| Paradigm, Strategies in Wealth Management, LLC | 0.21% | Add +6.8% | 8,169 | $313K |
| Clarity Capital Advisors, LLC | 0.21% | Add +1.6% | 8,136 | $312K |
| Black Diamond Financial, LLC | 0.05% | New | 8,061 | $309K |
| Redmond Asset Management, LLC | 0.08% | Add +7.1% | 8,018 | $308K |
| Firestone Capital Management | 0.08% | No change | 8,000 | $307K |
| WR Wealth Planners, LLC | 0.10% | Reduce -9.2% | 7,976 | $306K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +99.4% | 7,973 | $306K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.4% | 7,943 | $305K |
| SIMA Wealth Partners, LLC | 0.26% | Reduce -0.0% | 7,912 | $304K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 1,195 | $303K |
| Sigma Planning Corp | 0.01% | Reduce -23.8% | 7,873 | $302K |
| Landmark Wealth Management, LLC | 0.13% | Add +1.1% | 7,790 | $299K |
| FSA Advisors, Inc. | 0.36% | Reduce -4.3% | 7,769 | $298K |
| Vestia Personal Wealth Advisors | 0.25% | Add +1.3% | 7,764 | $298K |
| Ascentis Wealth Management, LLC | 0.10% | Add +27.8% | 7,745 | $297K |
| Alaska Wealth Advisors, LLC | 0.05% | Add +6.4% | 7,743 | $297K |
| Wealth Advisors Northwest LLC | 0.20% | — | 7,673 | $294K |
| Lantz Financial LLC | 0.08% | Reduce -2.0% | 7,641 | $293K |
| Davis Wealth Advisors, LLC | 0.32% | — | 7,539 | $289K |
| Brighton Jones LLC | 0.01% | New | 7,536 | $289K |
| Cresset Asset Management, LLC | 0.00% | Reduce -48.6% | 7,467 | $287K |
| Balefire, LLC | 0.10% | Reduce -13.2% | 7,479 | $286K |
| NorthStar Asset Management LLC | 0.18% | Add +9.2% | 7,450 | $286K |
| Destiny Capital Corp | 0.17% | No change | 7,445 | $286K |
| National Wealth Management Group, LLC | 0.19% | Add +5.5% | 7,427 | $285K |
| Secure Asset Management, LLC | 0.04% | No change | 7,318 | $281K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -6.0% | 7,311 | $281K |
| Eclectic Associates Inc. | 0.08% | Reduce -9.0% | 7,176 | $275K |
| Vawter Financial, Ltd. | 0.17% | No change | 7,157 | $275K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,100 | $272K |
| Hobbs Group Advisors, LLC | 0.10% | New | 7,023 | $269K |
| Icon Wealth Advisors, LLC | 0.02% | New | 7,008 | $269K |
| Stone Summit Wealth LLC | 0.09% | Reduce -8.2% | 6,934 | $266K |
| Focus Financial Network, Inc. | 0.01% | Add +0.4% | 6,932 | $266K |
| Balentine LLC | 0.01% | Reduce -9.8% | 6,924 | $266K |
| Advisor Resource Council | 0.19% | Reduce -59.2% | 6,894 | $265K |
| FreeGulliver LLC | 0.14% | No change | 6,870 | $264K |
| Capital CS Group, LLC | 0.35% | Add +10.5% | 6,815 | $261K |
| Zacks Investment Management | 0.00% | Add +2.1% | 6,802 | $261K |
| Whittier Trust Co. | 0.00% | No change | 6,770 | $260K |
| Austin Wealth Management, LLC | 0.05% | Add +9.2% | 6,735 | $258K |
| German American Bancorp, Inc. | 0.03% | No change | 6,711 | $258K |
| Fisher Asset Management | 0.00% | New | 6,691 | $257K |
| Financial Guidance Group, Inc. | 0.14% | New | 6,688 | $257K |
| Trek Financial, LLC | 0.02% | Reduce -3.0% | 6,645 | $255K |
| Nwam LLC | 0.02% | Reduce -68.1% | 6,568 | $252K |
| High Net Worth Advisory Group LLC | 0.07% | New | 6,474 | $248K |
| Bensler, LLC | 0.03% | Reduce -3.7% | 6,379 | $245K |
| SVB Wealth LLC | 0.00% | New | 6,313 | $242K |
| Astoria Strategic Wealth, Inc. | 0.07% | No change | 6,260 | $240K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 6,183 | $237K |
| Empower Advisory Group, LLC | 0.00% | Reduce -40.1% | 6,117 | $235K |
| Aspect Partners, LLC | 0.13% | New | 6,074 | $233K |
| TFG Advisers LLC | 0.08% | Reduce -8.3% | 6,073 | $233K |
| Tilson Financial Group, Inc. | 0.09% | Reduce -19.8% | 5,981 | $230K |
| Bank of Montreal | 0.00% | Reduce -0.7% | 5,909 | $227K |
| Howard Financial Services, LTD. | 0.03% | No change | 5,883 | $226K |
| Mascagni Wealth Management, Inc. | 0.22% | — | 5,720 | $225K |
| ORG Partners LLC | 0.03% | Add +3.7% | 5,840 | $224K |
| Modern Wealth Management, LLC | 0.01% | Add +2.4% | 5,819 | $223K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.1% | 5,744 | $220K |
| Fourpath Capital Management, LLC | 0.04% | No change | 5,720 | $219K |
| Barnes Wealth Management Group, Inc | 0.15% | — | 5,671 | $218K |
| First Financial Group Corp | 0.24% | — | 5,571 | $214K |
| XTX Topco Ltd | 0.02% | New | 5,559 | $213K |
| Cadent Capital Advisors, LLC | 0.07% | Add +0.5% | 5,553 | $213K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.4% | 5,616 | $213K |
| Apollon Financial, LLC | 0.05% | Reduce -10.6% | 5,549 | $213K |
| Narus Financial Partners, LLC | 0.07% | Reduce -21.1% | 5,527 | $212K |
| Optima Capital LLC | 0.15% | — | 5,513 | $212K |
| Flagship Private Wealth, LLC | 0.10% | Reduce -0.1% | 5,503 | $211K |
| Private Portfolio Partners LLC | 0.04% | No change | 5,492 | $211K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +1.6% | 5,439 | $209K |
| MSH Capital Advisors LLC | 0.07% | Reduce -7.9% | 5,418 | $208K |
| True Vision MN LLC | 0.12% | Reduce -0.0% | 5,404 | $207K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 5,239 | $207K |
| Vance Wealth, LLC | 0.08% | Add +0.6% | 5,317 | $204K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,316 | $204K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 5,140 | $197K |
| Breakwater Investment Management | 0.08% | Reduce -8.8% | 4,883 | $187K |
| Caitlin John, LLC | 0.13% | Add +0.4% | 4,870 | $187K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -20.6% | 4,815 | $185K |
| Smartleaf Asset Management LLC | 0.02% | Add +68.1% | 4,754 | $183K |
| Paladin Advisory Group, LLC | 0.14% | Reduce -5.5% | 4,677 | $179K |
| Quest 10 Wealth Builders, Inc. | 0.17% | — | 4,560 | $175K |
| Collier Financial | 0.15% | — | 4,506 | $173K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -1.1% | 4,380 | $169K |
| Golden State Wealth Management, LLC | 0.02% | — | 4,294 | $165K |
| WealthShield Partners, LLC | 0.02% | Reduce -3.0% | 4,017 | $154K |
| Mainstream Capital Management LLC | 0.11% | New | 3,944 | $151K |
| Ameriflex Group, Inc. | 0.07% | — | 3,895 | $151K |
| Founders Financial Alliance, LLC | 0.04% | Add +19.9% | 3,905 | $150K |
| Copia Wealth Management | 0.14% | — | 3,805 | $146K |
| Bogart Wealth, LLC | 0.01% | No change | 3,621 | $139K |
| Running Point Capital Advisors, LLC | 0.05% | No change | 3,552 | $136K |
| Abound Wealth Management | 0.04% | Add +420.2% | 3,418 | $131K |
| Synergy Investment Management, LLC | 0.06% | — | 3,410 | $131K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 3,349 | $129K |
| Transce3nd, LLC | 0.04% | — | 3,306 | $127K |
| Sanctuary Wealth Management, L.L.C. | 0.08% | Reduce -7.1% | 3,269 | $125K |
| Fortitude Family Office, LLC | 0.04% | New | 3,160 | $121K |
| NorthRock Partners, LLC | 0.00% | Add +1.3% | 3,101 | $119K |
| Cary Street Partners Financial LLC | 0.00% | — | 3,001 | $115K |
| Raffa Wealth Management, LLC | 0.03% | Add +18.5% | 2,928 | $112K |
| McClarren Financial Advisors, Inc. | 0.31% | Add +12.3% | 2,885 | $110K |
| Eagle Bay Advisors LLC | 0.07% | Reduce -3.5% | 2,800 | $107K |
| LRI Investments, LLC | 0.01% | No change | 2,799 | $107K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,768 | $106K |
| Centricity Wealth Management, LLC | 0.10% | — | 2,739 | $105K |
| Quadrant Capital Group LLC | 0.01% | Add +0.1% | 2,735 | $105K |
| Northwest Capital Management Inc | 0.04% | Reduce -30.2% | 2,653 | $102K |
| Glassman Wealth Services | 0.02% | New | 2,614 | $100K |
| Oarsman Capital, Inc. | 0.02% | Reduce -7.2% | 2,501 | $96K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -13.5% | 2,397 | $92K |
| Spire Wealth Management | 0.00% | No change | 2,341 | $90K |
| Valley National Advisers Inc. | 0.01% | Reduce -0.4% | 2,141 | $82K |
| BlackRock, Inc. | 0.00% | Add +5680.6% | 2,081 | $80K |
| Iron Horse Wealth Management, LLC | 0.03% | Reduce -1.5% | 1,941 | $74K |
| Towne Trust Company, N.A | 0.02% | New | 1,742 | $67K |
| Archer Investment Corp | 0.02% | Add +83.7% | 1,723 | $66K |
| Laurel Wealth Advisors LLC | 0.01% | Reduce -1.9% | 1,668 | $64K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,660 | $64K |
| Rialto Wealth Management, LLC | 0.02% | — | 1,573 | $60K |
| Ballast Advisors LLC | 0.02% | Reduce -20.8% | 1,312 | $50K |
| Hoese & Co LLP | 0.04% | New | 1,243 | $48K |
| Tidemark, LLC | 0.02% | Reduce -48.4% | 1,227 | $47K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,122 | $43K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 1,019 | $39K |
| National Bank of Canada | 0.00% | No change | 967 | $37K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 917 | $35K |
| Anchor Investment Management, LLC | 0.00% | No change | 800 | $31K |
| WealthCollab, LLC | 0.02% | No change | 748 | $29K |
| Compass Planning Associates Inc | 0.03% | — | 718 | $28K |
| IMG Wealth Management, Inc. | 0.03% | — | 709 | $27K |
| Headlands Technologies LLC | 0.00% | New | 677 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 665 | $26K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 648 | $25K |
| PSI Advisors, LLC | 0.01% | Add +0.8% | 622 | $24K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +63.4% | 611 | $23K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -0.2% | 610 | $23K |
| Rothschild Investment LLC | 0.00% | No change | 590 | $23K |
| Safe Harbor Fiduciary, LLC | 0.02% | Reduce -0.2% | 574 | $22K |
| Urban Financial Advisory Corp | 0.01% | New | 549 | $21K |
| Investors Research Corp | 0.00% | No change | 535 | $21K |
| PrairieView Partners, LLC | 0.00% | Reduce -1.1% | 540 | $20K |
| GoalVest Advisory LLC | 0.01% | No change | 503 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $19K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 484 | $19K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 474 | $18K |
| Tucker Asset Management LLC | 0.00% | No change | 473 | $18K |
| REAP Financial Group, LLC | 0.00% | Reduce -14.7% | 472 | $18K |
| CENTRAL TRUST Co | 0.00% | No change | 468 | $18K |
| WPG Advisers, LLC | 0.02% | — | 450 | $17K |
| Evermay Wealth Management LLC | 0.00% | No change | 448 | $17K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -92.5% | 455 | $17K |
| Blue Trust, Inc. | 0.00% | Add +10.9% | 439 | $17K |
| First Command Advisory Services, Inc. | 0.00% | No change | 403 | $15K |
| Accent Capital Management, LLC | 0.01% | No change | 400 | $15K |
| Concord Wealth Partners | 0.00% | Reduce -0.3% | 400 | $15K |
| Sage Mountain Advisors LLC | 0.00% | No change | 370 | $14K |
| Bellwether Advisors, LLC | 0.00% | New | 357 | $14K |
| MGB Wealth Management, LLC | 0.00% | No change | 350 | $13K |
| FPC Investment Advisory, Inc. | 0.01% | New | 336 | $13K |
| Lindbrook Capital, LLC | 0.00% | Reduce -1.6% | 312 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 311 | $12K |
| Phillips Financial Management, LLC | 0.00% | Reduce -2.5% | 309 | $12K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 283 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | Add +2.7% | 270 | $10K |
| Beacon Capital Management, LLC | 0.00% | Add +1.6% | 261 | $10K |
| Tsfg, LLC | 0.00% | Add +1.5% | 270 | $10K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -81.1% | 249 | $10K |
| PFG Private Wealth Management, LLC | 0.01% | Reduce -24.5% | 244 | $9K |
| Davis Capital Management | 0.01% | No change | 239 | $9K |
| Colonial Trust Co / SC | 0.00% | No change | 238 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 220 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 196 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 195 | $7K |
| Covestor Ltd | 0.00% | Add +22.5% | 185 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 174 | $7K |
| NewSquare Capital LLC | 0.00% | New | 167 | $6K |
| Sound Income Strategies, LLC | 0.00% | No change | 165 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | Add +1.4% | 141 | $5K |
| Crewe Advisors LLC | 0.00% | Reduce -43.1% | 136 | $5K |
| Bessemer Group Inc. | 0.00% | Reduce -63.5% | 132 | $5K |
| New Millennium Group LLC | 0.00% | New | 121 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.4% | 118 | $5K |
| Synergy Asset Management, LLC | 0.00% | New | 108 | $4K |
| Comprehensive Financial Planning, Inc. | 0.00% | — | 106 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 89 | $3K |
| Simplex Trading, LLC | 0.00% | No change | 100 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -29.3% | 75 | $3K |
| Eastern Bank | 0.00% | No change | 72 | $3K |
| Realta Investment Advisors | 0.00% | New | 70 | $3K |
| Noble Wealth Management PBC | 0.00% | — | 70 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2233.3% | 70 | $3K |
| Operose Advisors LLC | 0.00% | No change | 63 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 60 | $2K |
| Keystone Financial Group, Inc. | 0.00% | — | 59 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 53 | $2K |
| Capital A Wealth Management, LLC | 0.00% | — | 51 | $2K |
| Winnacle Wealth LLC | 0.00% | — | 51 | $2K |
| Aspetuck Financial Management LLC | 0.00% | — | 50 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -4.4% | 43 | $2K |
| Ancora Advisors LLC | 0.00% | Reduce -67.9% | 42 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | — | 41 | $2K |
| Sachetta, LLC | 0.00% | No change | 36 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.6% | 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% | No change | 24 | $921 |
| Decker Retirement Planning Inc. | 0.00% | — | 22 | $844 |
| Tradewinds Capital Management, LLC | 0.00% | New | 20 | $768 |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 8 | $307 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $115 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $70 |
"% 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.