State Street SP PTF Em ETFSPEMETF
13F holders, Q1 2025 (March 31)839holders +7
63new positions
50sold out
4famous investors
$39.35avg. 13F price*
At the end of Q1 2025, 839 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 7 from Q4 2024. 63 opened new positions and 50 sold out. The largest holders were Creative Planning ($892.7M), Financial Engines Advisors L.L.C. ($732.1M) and LPL Financial LLC ($421.5M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 (Q1 2025)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $108.1M |
| Exits | 50 | $58.5M |
All 13F filers, Q4 2024 → Q1 2025: 13,130,963 shares bought and 11,993,095 shares sold, net +1,137,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 839 holders
| Creative Planning | 0.84% | Reduce -2.5% | 22,673,981 | $892.7M |
| Financial Engines Advisors L.L.C. | 1.57% | Reduce -0.3% | 18,595,619 | $732.1M |
| LPL Financial LLC | 0.16% | Add +6.2% | 10,706,453 | $421.5M |
| Allworth Financial LP | 1.45% | Add +1.3% | 6,567,549 | $257.8M |
| Envestnet Asset Management Inc. | 0.08% | Add +7.8% | 6,361,844 | $250.5M |
| Tiaa Trust, National Association | 0.74% | Add +4.3% | 6,065,716 | $238.8M |
| State Street Corp. | 0.01% | Reduce -4.3% | 5,322,429 | $209.5M |
| Morgan Stanley | 0.01% | Add +40.6% | 5,109,614 | $201.2M |
| Ameriprise Financial Inc. | 0.05% | Add +0.7% | 5,060,826 | $199.2M |
| Horizon Investments, LLC | 5.23% | Reduce -0.4% | 4,458,446 | $175.5M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +4.7% | 3,274,058 | $128.9M |
| Cerity Partners LLC | 0.22% | Add +24.6% | 2,766,398 | $108.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.2% | 2,528,964 | $99.6M |
| Envestnet Portfolio Solutions, Inc. | 0.37% | Add +6.6% | 2,467,664 | $97.2M |
| Townsquare Capital LLC | 0.99% | Add +10.2% | 2,360,591 | $92.9M |
| Aptus Capital Advisors, LLC | 0.95% | Add +12.8% | 2,136,956 | $84.1M |
| Focus Partners Wealth | 0.21% | Add +14.3% | 2,126,900 | $83.7M |
| Raymond James Financial Inc. | 0.03% | Add +6.5% | 2,118,499 | $83.4M |
| Cwm, LLC | 0.31% | Add +8.6% | 1,955,877 | $77.0M |
| Assetmark, Inc. | 0.21% | Reduce -2.2% | 1,904,975 | $75.0M |
| Wells Fargo & Company | 0.02% | Add +11.0% | 1,811,417 | $71.3M |
| Cetera Investment Advisers | 0.13% | Add +5.9% | 1,736,317 | $68.4M |
| Stadion Money Management, LLC | 6.65% | Reduce -4.2% | 1,695,161 | $66.7M |
| UBS Group AG | 0.01% | Reduce -2.2% | 1,591,895 | $62.7M |
| Mariner, LLC | 0.10% | Add +7.5% | 1,557,435 | $61.3M |
| Jane Street Group, LLC | 0.11% | New | 1,472,993 | $58.0M |
| Bank of America Corp. | 0.01% | Reduce -50.3% | 1,468,987 | $57.8M |
| HighTower Advisors, LLC | 0.07% | Add +13.2% | 1,274,182 | $50.2M |
| Private Advisor Group, LLC | 0.28% | Add +2.1% | 1,185,847 | $46.7M |
| Advisory Alpha, LLC | 1.56% | Add +4.8% | 1,166,226 | $45.9M |
| Royal Bank of Canada | 0.01% | Reduce -5.1% | 1,042,018 | $41.0M |
| JNBA Financial Advisors | 4.12% | Reduce -3.0% | 1,010,439 | $39.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -14.2% | 879,660 | $34.6M |
| Koss-Olinger Consulting, LLC | 2.91% | Add +2.7% | 878,265 | $34.6M |
| McNamara Financial Services, Inc. | 7.31% | Add +5.6% | 862,674 | $34.0M |
| Equitable Holdings, Inc. | 0.32% | Reduce -6.5% | 854,140 | $33.6M |
| Betterment LLC | 0.08% | Add +10.6% | 812,518 | $32.0M |
| Pathstone Holdings, LLC | 0.14% | Reduce -0.8% | 801,624 | $31.7M |
| 3EDGE Asset Management, LP | 2.08% | Add +2500.7% | 777,050 | $30.6M |
| Cutler Investment Counsel LLC | 3.67% | Add +5.7% | 774,997 | $30.5M |
| GeoWealth Management, LLC | 1.21% | Reduce -21.1% | 765,221 | $30.1M |
| JPMorgan Chase & Co. | 0.00% | Add +14.2% | 749,472 | $29.5M |
| NewEdge Advisors, LLC | 0.17% | Add +2.4% | 730,558 | $28.8M |
| Osaic Holdings, Inc. | 0.06% | Reduce -43.4% | 725,004 | $28.5M |
| Park Avenue Securities LLC | 0.34% | Add +3.0% | 702,028 | $27.6M |
| Global Strategic Investment Solutions, LLC | 3.17% | Reduce -0.3% | 695,770 | $27.4M |
| Sei Investments Co. | 0.03% | Reduce -6.1% | 679,031 | $26.7M |
| BlueStem Wealth Partners, LLC | 3.42% | Reduce -35.8% | 636,261 | $25.0M |
| Axxcess Wealth Management, LLC | 0.67% | Add +10.9% | 626,650 | $24.7M |
| Pineridge Advisors LLC | 9.64% | Add +5.4% | 626,453 | $24.7M |
| Signature Estate & Investment Advisors LLC | 0.64% | Add +17.0% | 613,468 | $24.2M |
| MML Investors Services, LLC | 0.08% | Reduce -21.4% | 595,249 | $23.4M |
| AlphaStar Capital Management, LLC | 2.32% | Reduce -1.8% | 586,243 | $23.1M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +7.0% | 585,553 | $23.1M |
| St Germain D J Co. Inc. | 1.08% | Add +2.4% | 581,990 | $22.9M |
| Meeder Advisory Services, Inc. | 1.34% | Reduce -2.6% | 568,742 | $22.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -4.9% | 546,141 | $22.0M |
| CGN Advisors LLC | 2.13% | Add +13.7% | 551,890 | $21.7M |
| Financial Strategies Group, Inc. | 5.06% | Add +0.9% | 566,590 | $21.4M |
| Capital Asset Advisory Services LLC | 1.09% | Add +13.3% | 539,487 | $21.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +6.9% | 518,012 | $20.4M |
| Valmark Advisers, Inc. | 0.31% | Reduce -1.0% | 516,971 | $20.4M |
| Venturi Wealth Management, LLC | 1.02% | Reduce -3.3% | 499,174 | $19.7M |
| Ballentine Partners, LLC | 0.33% | Reduce -3.4% | 490,729 | $19.3M |
| Impact Partnership Wealth, LLC | 4.05% | Reduce -2.9% | 481,831 | $19.0M |
| KWB Wealth | 2.14% | Reduce -1.5% | 462,278 | $17.7M |
| N.E.W. Advisory Services LLC | 1.35% | Add +15.2% | 449,585 | $17.7M |
| Great Lakes Advisors, LLC | 0.16% | Reduce -71.3% | 446,006 | $17.6M |
| KFG Wealth Management, LLC | 3.05% | Add +10.6% | 426,328 | $16.8M |
| Knightsbridge Asset Management, LLC | 4.38% | Add +1.4% | 425,894 | $16.8M |
| Capital Wealth Management, LLC | 6.93% | Add +2.7% | 424,050 | $16.7M |
| Chaney Capital Management, Inc. | 7.14% | Add +8.8% | 407,236 | $16.0M |
| Heritage Family Offices, LLP | 8.14% | Reduce -9.5% | 404,452 | $15.9M |
| Allen Capital Group, LLC | 1.74% | Add +2.4% | 385,944 | $15.2M |
| WCG Wealth Advisors LLC | 1.15% | Reduce -13.3% | 385,202 | $15.2M |
| Facet Wealth, Inc. | 0.38% | Add +55.0% | 364,257 | $14.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.4% | 377,099 | $14.8M |
| Atlas Capital Advisors Inc. | 1.83% | Reduce -9.1% | 371,670 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.1% | 368,154 | $14.5M |
| ERn Financial, LLC | 2.26% | Reduce -7.6% | 363,775 | $14.3M |
| Woodmont Investment Counsel LLC | 1.03% | Add +6.6% | 360,698 | $14.2M |
| Landmark Wealth Management, Inc. | 6.74% | Add +35.3% | 358,935 | $14.1M |
| Rodgers & Associates, LTD | 1.66% | Add +1.1% | 346,672 | $13.6M |
| Wrapmanager Inc. | 3.43% | Add +54.6% | 331,756 | $13.1M |
| SigFig Wealth Management, LLC | 0.46% | Reduce -4.2% | 340,082 | $12.8M |
| Kestra Investment Management, LLC | 0.24% | Add +11.0% | 321,015 | $12.6M |
| Moss Adams Wealth Advisors LLC | 1.32% | Add +98.4% | 319,483 | $12.6M |
| Tortoise Investment Management, LLC | 1.28% | Add +3.2% | 312,109 | $12.3M |
| Aspire Private Capital, LLC | 2.94% | Reduce -4.7% | 299,994 | $11.8M |
| Austin Private Wealth, LLC | 1.05% | Add +229.7% | 296,400 | $11.7M |
| Sterneck Capital Management, LLC | 6.26% | Reduce -0.5% | 293,901 | $11.6M |
| Elm Partners Management LLC | 0.74% | Add +8.4% | 290,454 | $11.4M |
| Forbes J M & Co. LLP | 1.06% | Add +5.0% | 278,382 | $11.0M |
| Financial Gravity Asset Management, Inc. | 2.35% | — | 273,424 | $10.8M |
| Geneos Wealth Management Inc. | 0.36% | Add +3.8% | 269,684 | $10.6M |
| Truefg, LLC | 3.49% | Add +0.7% | 269,039 | $10.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +38.9% | 266,184 | $10.5M |
| Banco Santander, S.A. | 0.11% | Reduce -24.3% | 263,180 | $10.4M |
| Atlas Private Wealth Advisors | 1.44% | Reduce -13.0% | 262,269 | $10.3M |
| Peak Financial Management, Inc. | 2.98% | Add +3.8% | 252,964 | $10.0M |
| Better Money Decisions, LLC | 6.63% | Add +2.3% | 252,371 | $9.9M |
| Summit Global Investments | 0.69% | New | 241,864 | $9.5M |
| Brookstone Capital Management | 0.13% | Reduce -6.1% | 236,438 | $9.3M |
| Marathon Strategic Advisors, LLC | 9.88% | Add +2.3% | 233,502 | $9.2M |
| Integrity Alliance, Llc. | 0.36% | Add +59.9% | 230,055 | $9.1M |
| Good Life Advisors, LLC | 0.63% | Add +2.3% | 228,392 | $9.0M |
| Second Line Capital, LLC | 2.29% | Add +4.7% | 226,218 | $8.9M |
| West Wealth Group, LLC | 2.62% | Add +147.1% | 223,912 | $8.9M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -2.9% | 222,527 | $8.8M |
| OneAscent Financial Services LLC | 0.56% | Add +0.2% | 215,454 | $8.5M |
| Flagship Harbor Advisors, LLC | 0.44% | Add +11.9% | 214,410 | $8.4M |
| Valtinson Bruner Financial Planning LLC | 2.75% | Add +4.3% | 207,001 | $8.1M |
| Harbour Investments, Inc. | 0.23% | Reduce -2.2% | 204,646 | $8.1M |
| Fort Point Capital Partners LLC | 0.89% | Add +4.9% | 203,091 | $8.0M |
| Corient Private Wealth LP | 0.01% | Add +54.9% | 202,453 | $8.0M |
| Savvy Advisors, Inc. | 0.78% | Add +33.5% | 196,649 | $7.7M |
| Signal Advisors Wealth, LLC | 0.75% | Add +4.0% | 195,958 | $7.7M |
| Main Management ETF Advisors, LLC | 0.37% | New | 194,625 | $7.7M |
| Brighton Securities Corp. | 3.68% | Add +6.8% | 191,694 | $7.5M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +9.6% | 190,647 | $7.5M |
| JDM Financial Group LLC | 3.81% | Add +4.0% | 190,498 | $7.5M |
| Cascade Financial Partners, LLC | 0.94% | Add +7.6% | 189,861 | $7.5M |
| Securian Asset Management, Inc. | 0.22% | No change | 185,560 | $7.3M |
| Advyzon Investment Management, LLC | 2.54% | Reduce -4.2% | 182,593 | $7.2M |
| Sharkey, Howes & Javer | 1.02% | Reduce -1.4% | 181,479 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +2.0% | 181,068 | $7.1M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +2.0% | 181,068 | $7.1M |
| Grey Fox Wealth Advisors, LLC | 1.89% | Add +6.8% | 180,401 | $7.1M |
| Opes Wealth Management LLC | 1.43% | Reduce -14.5% | 179,716 | $7.1M |
| Integrated Investment Consultants, LLC | 1.40% | Reduce -5.7% | 178,904 | $7.0M |
| Compton Financial Group, LLC | 2.02% | New | 178,571 | $7.0M |
| TPG Financial Advisors, LLC | 3.02% | Reduce -6.2% | 173,558 | $6.8M |
| Values Added Financial LLC | 3.66% | Reduce -0.5% | 167,622 | $6.6M |
| LexAurum Advisors, LLC | 1.26% | Add +1.5% | 165,867 | $6.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -17.0% | 165,722 | $6.5M |
| Avior Wealth Management, LLC | 0.24% | Reduce -12.3% | 163,179 | $6.4M |
| Dohj, LLC | 1.46% | Reduce -0.7% | 162,563 | $6.4M |
| Affiance Financial, LLC | 1.48% | Add +3.6% | 161,569 | $6.4M |
| David Kennon Inc | 2.53% | Add +0.0% | 161,341 | $6.4M |
| Abound Financial, LLC | 3.21% | Reduce -0.3% | 160,921 | $6.3M |
| Signet Financial Management, LLC | 0.85% | Reduce -15.4% | 160,007 | $6.3M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -6.9% | 159,978 | $6.3M |
| CSM Advisors, LLC | 0.34% | No change | 159,901 | $6.3M |
| Comerica Bank | 0.03% | Add +10.4% | 156,170 | $6.1M |
| Optimist Retirement Group LLC | 3.07% | Reduce -0.1% | 155,825 | $6.1M |
| Daymark Wealth Partners, LLC | 0.26% | Reduce -8.1% | 155,484 | $6.1M |
| Windsor Capital Management, LLC | 1.87% | Add +3.6% | 154,946 | $6.1M |
| RFG Advisory, LLC | 0.16% | Add +6.7% | 154,484 | $6.1M |
| Waverly Advisors, LLC | 0.07% | Add +7.0% | 154,282 | $6.1M |
| Financial Insights, Inc. | 2.40% | Add +1.0% | 153,319 | $6.0M |
| Fiduciary Alliance LLC | 0.59% | Add +0.7% | 153,086 | $6.0M |
| Capital Analysts, LLC | 0.22% | Add +14.8% | 150,994 | $5.9M |
| CW Advisors, LLC | 0.07% | Reduce -3.4% | 150,766 | $5.9M |
| Millington Financial Advisors, LLC | 3.64% | Reduce -2.0% | 158,205 | $5.9M |
| Trilogy Capital Inc. | 0.31% | Reduce -76.8% | 149,664 | $5.9M |
| Savant Capital, LLC | 0.05% | Reduce -1.7% | 149,450 | $5.9M |
| Midwest Capital Advisors, LLC | 3.58% | Add +120.8% | 147,963 | $5.8M |
| Cassaday & Co Wealth Management LLC | 0.16% | Reduce -13.0% | 145,209 | $5.7M |
| CX Institutional | 0.21% | Add +19.7% | 144,395 | $5.7M |
| Citigroup Inc. | 0.00% | Add +24.4% | 144,384 | $5.7M |
| ProVise Management Group, LLC | 0.48% | Add +4.2% | 143,198 | $5.6M |
| Uptown Financial Advisors LLC | 5.81% | Add +4.0% | 142,754 | $5.6M |
| Wealth Alliance Advisory Group, LLC | 1.16% | Reduce -33.6% | 142,548 | $5.6M |
| Raleigh Capital Management Inc. | 2.54% | Add +7.0% | 142,400 | $5.6M |
| Clearstead Advisors, LLC | 0.09% | Reduce -79.1% | 142,394 | $5.6M |
| Revisor Wealth Management LLC | 2.43% | Add +89.2% | 138,600 | $5.5M |
| Mason & Associates Inc | 1.34% | Add +1.8% | 136,894 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -37.1% | 135,620 | $5.3M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -5.1% | 134,695 | $5.3M |
| IHT Wealth Management, LLC | 0.17% | Add +2.9% | 134,428 | $5.3M |
| ONE Advisory Partners, LLC | 2.26% | Add +71.9% | 134,402 | $5.3M |
| Pure Financial Advisors, LLC | 0.11% | Add +1.4% | 134,152 | $5.3M |
| Creative Financial Designs Inc. | 0.42% | Add +13.5% | 132,904 | $5.2M |
| Founders Financial Securities LLC | 0.44% | Add +0.7% | 131,007 | $5.1M |
| WealthTrak Capital Management LLC | 4.43% | Add +34.7% | 130,500 | $5.1M |
| Vision Capital Management, Inc. | 0.74% | Reduce -3.8% | 129,928 | $5.1M |
| Obsidian Personal Planning Solutions LLC | 2.28% | Reduce -9.4% | 129,341 | $5.1M |
| Towercrest Capital Management | 0.96% | Reduce -10.5% | 128,936 | $5.1M |
| Perigon Wealth Management, LLC | 0.13% | Add +574.9% | 128,751 | $5.1M |
| Portside Wealth Group, LLC | 0.81% | Add +24.9% | 126,356 | $5.0M |
| Fonville Wealth Management LLC | 1.44% | Add +9.4% | 124,407 | $4.9M |
| Leicht Financial Planning & Wealth Management, Inc. | 2.55% | Reduce -1.1% | 123,991 | $4.9M |
| Mason & Associates, LLC | 1.41% | Add +12.6% | 123,948 | $4.9M |
| Optas, LLC | 0.84% | Reduce -0.5% | 122,308 | $4.8M |
| VestGen Advisors, LLC | 0.22% | — | 121,672 | $4.8M |
| Brooklyn FI, LLC | 1.46% | Add +10.4% | 120,349 | $4.7M |
| Delta Wealth Advisors LLC | 4.29% | Add +8.7% | 120,097 | $4.7M |
| Red Wave Investments LLC | 1.70% | Reduce -5.6% | 120,060 | $4.7M |
| Melone Private Wealth, LLC | 2.45% | Add +4.0% | 118,799 | $4.7M |
| Arax Advisory Partners | 0.30% | Reduce -44.7% | 117,633 | $4.6M |
| Rinkey Investments | 1.46% | Reduce -16.8% | 116,941 | $4.6M |
| Probity Advisors, Inc. | 0.88% | Reduce -5.8% | 116,491 | $4.6M |
| Blueprint Investment Partners LLC | 0.84% | Reduce -32.4% | 116,399 | $4.6M |
| Victory Financial Group, LLC | 0.86% | Add +295.2% | 114,129 | $4.5M |
| Financial Enhancement Group LLC | 0.70% | Reduce -5.6% | 117,003 | $4.5M |
| Riversedge Advisors, LLC | 1.00% | Reduce -1.4% | 113,810 | $4.5M |
| Plan A Wealth LLC | 3.47% | Reduce -26.6% | 113,801 | $4.5M |
| Boltwood Capital Management | 1.34% | Add +0.3% | 111,710 | $4.4M |
| Wolff Financial Management LLC | 1.22% | Reduce -1.8% | 111,605 | $4.4M |
| Mascoma Wealth Management LLC | 1.09% | Add +6.9% | 111,166 | $4.4M |
| ORBA Wealth Advisors, L.L.C. | 2.14% | Add +12.3% | 108,024 | $4.3M |
| CreativeOne Wealth, LLC | 0.13% | Add +10.4% | 107,791 | $4.2M |
| Cape Cod Five Cents Savings Bank | 0.39% | No change | 102,363 | $4.2M |
| Municipal Employees' Retirement System of Michigan | 0.05% | No change | 107,144 | $4.2M |
| Gibbs Wealth Management | 1.00% | Add +14.7% | 105,799 | $4.2M |
| Alliance Wealth Management Group | 1.11% | Add +5.7% | 104,878 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.6% | 104,799 | $4.1M |
| Integrated Capital Management, LLC | 2.25% | Add +1.0% | 103,885 | $4.1M |
| Great Point Wealth Advisors, LLC | 0.87% | Reduce -0.5% | 102,242 | $4.0M |
| Key Financial Inc | 0.87% | Add +1.4% | 101,647 | $4.0M |
| Wrenne Financial Planning LLC | 2.12% | Reduce -0.3% | 101,539 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +30.8% | 100,737 | $4.0M |
| Proffitt & Goodson Inc. | 0.65% | Reduce -5.1% | 100,361 | $4.0M |
| Ade, LLC | 2.26% | Reduce -0.7% | 99,848 | $3.9M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -4.4% | 99,324 | $3.9M |
| Merit Financial Group, LLC | 0.06% | Reduce -39.8% | 98,733 | $3.9M |
| Bristlecone Advisors, LLC | 0.32% | Add +2.0% | 98,614 | $3.9M |
| Ironwood Wealth Management, LLC. | 1.18% | Reduce -4.8% | 97,994 | $3.9M |
| Aquire Wealth Advisors, LLC | 1.16% | Reduce -1.9% | 95,944 | $3.8M |
| AE Wealth Management LLC | 0.03% | Add +13.9% | 95,498 | $3.8M |
| Blue Barn Wealth, LLC | 1.95% | Add +12.9% | 94,917 | $3.7M |
| Advisor Resource Council | 0.30% | Add +1324.5% | 98,207 | $3.7M |
| Continuum Advisory, LLC | 0.47% | Add +4.8% | 92,200 | $3.6M |
| Cobblestone Asset Management LLC | 2.12% | Add +87.5% | 92,026 | $3.6M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.76% | Add +22.4% | 90,322 | $3.6M |
| Tranquilli Financial Advisor LLC | 2.25% | Add +6.8% | 90,265 | $3.6M |
| Vista Investment Management | 1.39% | Reduce -1.0% | 90,260 | $3.6M |
| Harbor Advisory Corp. | 1.19% | No change | 89,842 | $3.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.53% | Reduce -1.6% | 89,296 | $3.5M |
| Asset Dedication, LLC | 0.28% | Reduce -8.2% | 89,133 | $3.5M |
| Truist Financial Corp. | 0.01% | Add +89.6% | 87,793 | $3.5M |
| Financial Advocates Investment Management | 0.24% | Add +5.5% | 86,922 | $3.4M |
| BIP Wealth, LLC | 0.22% | Reduce -10.0% | 85,455 | $3.4M |
| Single Point Partners, LLC | 0.78% | Add +0.2% | 84,807 | $3.3M |
| Clearwater Capital Advisors, LLC | 0.32% | Reduce -5.2% | 83,770 | $3.3M |
| Gainplan LLC | 2.14% | Reduce -2.0% | 83,519 | $3.3M |
| Liquid Strategies, LLC | 0.62% | New | 83,382 | $3.3M |
| Turning Point Benefit Group, Inc. | 3.07% | Reduce -3.8% | 93,236 | $3.3M |
| SPC Financial, Inc. | 0.28% | Add +2.8% | 82,222 | $3.2M |
| Richardson Financial Services Inc. | 2.44% | Add +5.3% | 81,548 | $3.2M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -8.7% | 81,372 | $3.2M |
| Intrust Bank NA | 0.32% | Add +36.3% | 81,182 | $3.2M |
| Jim Saulnier & Associates, LLC | 2.44% | Add +8.9% | 79,673 | $3.1M |
| Phoenix Wealth Advisors | 1.34% | Add +21.8% | 78,335 | $3.1M |
| Ervin Investment Management, LLC | 2.06% | Add +6.5% | 77,668 | $3.1M |
| Spartan Planning & Wealth Management | 2.95% | Reduce -12.2% | 77,389 | $3.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.8% | 77,238 | $3.0M |
| Luken Investment Analytics, LLC | 1.42% | Reduce -90.8% | 77,168 | $3.0M |
| Horizon Financial Services, LLC | 1.69% | Add +4.5% | 76,838 | $3.0M |
| Kraft, Davis & Associates, LLC | 0.97% | Add +1402.9% | 78,739 | $3.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Reduce -7.0% | 76,396 | $3.0M |
| IFP Advisors, Inc | 0.09% | Add +4.7% | 76,015 | $3.0M |
| Planwiser Financial, LLC | 2.71% | — | 74,478 | $3.0M |
| Integrity Wealth Solutions LLC | 1.61% | Add +2.9% | 75,498 | $3.0M |
| Arq Wealth Advisors, LLC | 1.10% | Reduce -22.8% | 75,425 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -28.8% | 74,911 | $2.9M |
| Shum Financial Group, Inc. | 2.54% | Add +2.6% | 74,594 | $2.9M |
| Hobart Private Capital, LLC | 0.73% | Add +15.0% | 74,527 | $2.9M |
| Forbes Financial Planning, Inc. | 2.12% | Reduce -1.5% | 72,718 | $2.9M |
| Walkner Condon Financial Advisors LLC | 0.57% | Reduce -78.4% | 72,084 | $2.8M |
| YHB Investment Advisors, Inc. | 0.24% | Reduce -0.7% | 71,857 | $2.8M |
| Arete Wealth Advisors, LLC | 0.21% | Add +44.2% | 70,350 | $2.8M |
| Legacy Solutions, LLC | 3.02% | Add +3.2% | 69,657 | $2.7M |
| HBW Advisory Services LLC | 0.39% | Add +1.7% | 69,536 | $2.7M |
| Choreo, LLC | 0.04% | Reduce -8.4% | 69,125 | $2.7M |
| Colton Groome Financial Advisors, LLC | 1.06% | Add +19.3% | 69,063 | $2.7M |
| Winch Advisory Services, LLC | 0.72% | Add +1.4% | 69,087 | $2.7M |
| Boston Standard Wealth Management, LLC | 0.59% | Reduce -4.1% | 71,507 | $2.7M |
| PAX Financial Group, LLC | 0.48% | Reduce -1.9% | 68,415 | $2.7M |
| R. W. Roge & Company, Inc. | 1.47% | Reduce -45.8% | 68,213 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -12.3% | 68,167 | $2.7M |
| Schwallier Wealth Management LLC | 1.98% | New | 68,009 | $2.7M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -16.5% | 67,970 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +6.7% | 67,678 | $2.7M |
| Novus Advisors, LLC | 2.67% | Reduce -3.7% | 67,340 | $2.7M |
| BayBridge Capital Group, LLC | 1.89% | Add +7.0% | 66,674 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +4.3% | 66,516 | $2.6M |
| Summit Financial, LLC | 0.07% | Add +3.6% | 65,160 | $2.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.34% | Add +15.0% | 65,097 | $2.6M |
| Partners in Financial Planning | 0.51% | No change | 64,126 | $2.5M |
| Forthright Family Wealth Advisory LLC | 1.67% | Add +1.0% | 64,106 | $2.5M |
| Peterson Wealth Advisors, LLC | 0.47% | Add +17.3% | 69,575 | $2.4M |
| Snowden Capital Advisors LLC | 0.08% | Add +6.5% | 62,126 | $2.4M |
| Quent Capital, LLC | 0.26% | Add +0.9% | 62,086 | $2.4M |
| Advisory Resource Group | 0.49% | Reduce -7.9% | 61,378 | $2.4M |
| Parallel Advisors, LLC | 0.05% | Reduce -36.8% | 60,900 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.22% | Add +1.2% | 60,416 | $2.4M |
| Midwest Financial Network, LLC | 2.37% | Add +6.7% | 60,392 | $2.4M |
| Leslie Global Wealth, LLC | 1.15% | Add +0.7% | 60,034 | $2.4M |
| North Star Asset Management Inc. | 0.11% | Add +14.1% | 59,730 | $2.4M |
| Echo Wealth Management, LLC | 1.58% | Reduce -5.0% | 59,554 | $2.3M |
| FSB Premier Wealth Management, Inc. | 0.90% | Add +0.3% | 58,849 | $2.3M |
| Independent Advisor Alliance | 0.08% | Reduce -82.1% | 58,765 | $2.3M |
| Simon Quick Advisors, LLC | 0.13% | Reduce -2.9% | 58,705 | $2.3M |
| Koshinski Asset Management, Inc. | 0.19% | Add +3.7% | 58,169 | $2.3M |
| Resonant Capital Advisors, LLC | 0.16% | Add +7.5% | 58,103 | $2.3M |
| Higgins & Schmidt Wealth Strategies LLC | 1.35% | Reduce -4.1% | 57,855 | $2.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.56% | Add +11.1% | 57,714 | $2.3M |
| Csenge Advisory Group | 0.13% | Add +1.6% | 59,984 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.3% | 57,074 | $2.2M |
| Larson Financial Group LLC | 0.11% | Reduce -4.3% | 56,948 | $2.2M |
| Partnership Wealth Management, LLC | 1.88% | Add +2.8% | 56,398 | $2.2M |
| Ascent Group, LLC | 0.09% | Reduce -4.7% | 56,032 | $2.2M |
| Alliance Wealth Advisors, LLC | 0.57% | Add +197.8% | 55,825 | $2.2M |
| Western Wealth Management, LLC | 0.15% | Reduce -28.1% | 55,569 | $2.2M |
| Blair William & Co. | 0.01% | Add +41.7% | 54,632 | $2.2M |
| Collier Financial | 1.81% | Add +1098.1% | 53,988 | $2.1M |
| Global Financial Private Client, LLC | 0.81% | Add +3.1% | 53,712 | $2.1M |
| Acorn Financial Advisory Services Inc. | 0.38% | Reduce -12.9% | 53,684 | $2.1M |
| OLIO Financial Planning | 0.72% | Add +23.1% | 53,026 | $2.1M |
| Kathleen S. Wright Associates Inc. | 0.86% | Reduce -0.6% | 52,888 | $2.1M |
| Occidental Asset Management, LLC | 0.31% | Add +13.8% | 52,804 | $2.1M |
| Meitav Investment House Ltd. | 0.04% | Reduce -4.2% | 52,372 | $2.1M |
| FMR LLC | 0.00% | Add +9.3% | 51,078 | $2.0M |
| Vertex Planning Partners, LLC | 0.44% | Add +66.1% | 50,794 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +361.6% | 50,746 | $2.0M |
| M&T Bank Corp | 0.01% | Reduce -6.9% | 50,735 | $2.0M |
| Debussy Capital Management LP | 0.32% | Add +17.1% | 50,692 | $2.0M |
| WBH Advisory Inc. | 0.19% | Add +4.0% | 50,577 | $2.0M |
| McAdam, LLC | 0.12% | Reduce -32.0% | 50,402 | $2.0M |
| WESCAP Management Group, Inc. | 0.48% | Reduce -14.4% | 50,355 | $2.0M |
| Belpointe Asset Management LLC | 0.10% | Add +141.6% | 50,006 | $2.0M |
| Independent Financial Group, LLC | 0.07% | Add +9.3% | 49,519 | $1.9M |
| Diligent Investors, LLC | 0.47% | Reduce -1.3% | 49,112 | $1.9M |
| Tobias Financial Advisors, Inc. | 0.37% | Reduce -1.9% | 48,083 | $1.9M |
| MBA Advisors LLC | 0.93% | Reduce -10.3% | 47,730 | $1.9M |
| Brown Financial Advisory | 1.18% | Reduce -66.0% | 47,452 | $1.9M |
| Bison Wealth, LLC | 0.17% | Add +336.5% | 47,235 | $1.9M |
| Fifth Third Securities, Inc. | 0.16% | Add +0.7% | 47,102 | $1.9M |
| Farther Finance Advisors, LLC | 0.05% | Add +140.5% | 46,911 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -4.8% | 46,766 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.22% | Reduce -5.8% | 46,680 | $1.8M |
| Lowe Brockenbrough & Co. Inc. | 0.12% | No change | 45,949 | $1.8M |
| Safeguard Financial, LLC | 0.40% | Reduce -1.2% | 45,948 | $1.8M |
| Cornerstone Advisors Asset Management, LLC | 0.36% | Add +6.4% | 44,133 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.3% | 43,760 | $1.7M |
| Global Endowment Management, LP | 0.22% | Add +126.6% | 43,580 | $1.7M |
| Strategic Financial Planning, Inc. | 1.17% | Add +0.1% | 43,173 | $1.7M |
| Ieq Capital, LLC | 0.01% | No change | 42,770 | $1.7M |
| Compound Planning, Inc. | 0.08% | Reduce -6.4% | 42,130 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -1.7% | 42,108 | $1.7M |
| Topel & Distasi Wealth Management, LLC | 0.77% | Reduce -2.9% | 41,670 | $1.6M |
| Cambridge Financial Group, LLC | 0.69% | No change | 41,594 | $1.6M |
| Lockerman Financial Group, Inc. | 2.47% | Add +127.8% | 41,559 | $1.6M |
| Smith, Moore & Co. | 0.15% | No change | 41,427 | $1.6M |
| International Private Wealth Advisors LLC | 1.56% | Add +7.5% | 41,228 | $1.6M |
| Idaho Trust Co | 0.66% | New | 41,191 | $1.6M |
| IAG Wealth Partners, LLC | 0.25% | Add +0.8% | 41,152 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.43% | Reduce -0.3% | 39,605 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -1.7% | 39,434 | $1.6M |
| TD Private Client Wealth LLC | 0.04% | Add +0.2% | 39,260 | $1.5M |
| Wealth Advisors of Iowa, LLC | 0.66% | Add +30.9% | 39,030 | $1.5M |
| Vested Financial Planning, LLC | 1.52% | Add +1.1% | 38,748 | $1.5M |
| Fortitude Financial, LLC | 1.43% | Add +0.8% | 38,247 | $1.5M |
| Stonehearth Capital Management, LLC | 0.62% | No change | 38,105 | $1.5M |
| Rainier Family Wealth Inc. | 1.76% | Add +13.6% | 37,952 | $1.5M |
| SCS Capital Management LLC | 0.02% | New | 37,057 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.30% | Add +2.1% | 36,906 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -11.1% | 36,790 | $1.4M |
| TAGStone Capital, Inc. | 0.71% | Reduce -0.4% | 36,558 | $1.4M |
| Birch Financial Group, LLC | 1.26% | Add +185.1% | 36,070 | $1.4M |
| NavPoint Financial, Inc. | 0.99% | Reduce -0.1% | 35,810 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Reduce -2.9% | 35,800 | $1.4M |
| CFS Investment Advisory Services, LLC | 0.13% | Add +45.7% | 35,747 | $1.4M |
| FF Advisors,LLC | 0.80% | Reduce -17.4% | 34,930 | $1.4M |
| Novem Group | 0.20% | Add +10.6% | 35,598 | $1.4M |
| Hofer & Associates. Inc | 0.94% | Add +2.0% | 35,364 | $1.4M |
| Diversify Advisory Services, LLC | 0.09% | Add +16.0% | 35,217 | $1.4M |
| Principal Securities, Inc. | 0.03% | No change | 35,495 | $1.4M |
| AdvisorNet Financial, Inc | 0.10% | Add +1.3% | 34,095 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.7% | 34,023 | $1.3M |
| Trivant Custom Portfolio Group, LLC | 0.77% | New | 34,006 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +28.7% | 33,972 | $1.3M |
| RTD Financial Advisors, Inc. | 0.18% | Add +2.4% | 33,832 | $1.3M |
| Kagan Cocozza Asset Management | 1.08% | Reduce -0.4% | 33,630 | $1.3M |
| May Hill Capital, LLC | 0.50% | Reduce -0.1% | 33,620 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -6.0% | 33,346 | $1.3M |
| Balboa Wealth Partners | 0.32% | Add +3.6% | 33,211 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -14.4% | 32,944 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.55% | Reduce -11.6% | 32,818 | $1.3M |
| Watershed Private Wealth LLC | 0.52% | Reduce -0.0% | 32,786 | $1.3M |
| Lifeworks Advisors, LLC | 0.21% | Reduce -17.7% | 32,450 | $1.3M |
| Tempus Wealth Planning, LLC | 0.38% | Add +113.5% | 32,182 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -18.5% | 31,457 | $1.2M |
| AQR Capital Management | 0.00% | Add +80.2% | 31,388 | $1.2M |
| Fidelis Capital Partners, LLC | 0.13% | Add +0.9% | 31,409 | $1.2M |
| Defined Wealth Management, LLC | 0.82% | Reduce -0.0% | 31,145 | $1.2M |
| Liberty One Investment Management, LLC | 0.12% | Reduce -2.0% | 31,128 | $1.2M |
| Tudor Investment Corporation | 0.01% | Reduce -48.1% | 30,989 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -9.7% | 30,215 | $1.2M |
| JFS Wealth Advisors, LLC | 0.08% | Reduce -0.4% | 30,040 | $1.2M |
| IRON Financial LLC | 0.65% | Reduce -0.4% | 29,638 | $1.2M |
| Iams Wealth Management, LLC | 0.53% | Reduce -0.9% | 29,601 | $1.2M |
| Comprehensive Money Management Services LLC | 0.93% | Reduce -1.9% | 29,128 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +4.1% | 29,101 | $1.1M |
| American Financial & Tax Strategies Inc. | 0.61% | No change | 29,039 | $1.1M |
| Seeds Investor LLC | 0.32% | Add +133.9% | 28,514 | $1.1M |
| Lifestyle Asset Management, Inc. | 0.61% | Add +1.6% | 28,400 | $1.1M |
| Worth Financial Advisory Group, LLC | 0.71% | Reduce -17.7% | 28,204 | $1.1M |
| Ascentis Independent Advisors | 0.22% | New | 27,982 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.9% | 27,769 | $1.1M |
| Rosenberg Matthew Hamilton | 0.27% | Reduce -3.3% | 27,758 | $1.1M |
| McNaughton Wealth Management, LLC | 0.53% | Reduce -80.2% | 27,546 | $1.1M |
| Detalus Advisors, LLC | 0.34% | New | 27,287 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.39% | Reduce -0.1% | 27,264 | $1.1M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -8.8% | 26,660 | $1.0M |
| Frisch Financial Group, Inc. | 0.29% | Reduce -0.8% | 26,655 | $1.0M |
| Moneco Advisors, LLC | 0.11% | Add +87.3% | 26,289 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.4% | 26,270 | $1.0M |
| Waller Financial Planning Group, Inc. | 0.29% | Reduce -21.2% | 26,203 | $1.0M |
| G&S Capital LLC | 0.43% | Add +6.9% | 25,610 | $1.0M |
| Norden Group LLC | 0.11% | Add +27.7% | 24,921 | $981K |
| World Investment Advisors | 0.03% | Add +85.2% | 24,902 | $980K |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -0.1% | 24,844 | $978K |
| Onyx Bridge Wealth Group LLC | 0.14% | Reduce -90.6% | 24,736 | $974K |
| New Century Financial Group, LLC | 1.12% | Add +1.2% | 24,601 | $969K |
| TRUE Private Wealth Advisors | 0.12% | Add +17.7% | 24,513 | $965K |
| Huntington National Bank | 0.01% | Add +187.8% | 24,428 | $962K |
| MA Private Wealth | 0.18% | Add +32.3% | 24,293 | $956K |
| Orin Green Financial, LLC | 0.44% | New | 24,890 | $939K |
| Advisory Services Network, LLC | 0.02% | Add +10.4% | 23,787 | $936K |
| Magnolia Capital Advisors LLC | 0.25% | Add +25.0% | 23,761 | $935K |
| Hilltop Holdings Inc. | 0.06% | Add +2.5% | 23,387 | $921K |
| Salomon & Ludwin, LLC | 0.10% | Add +85.5% | 23,072 | $912K |
| ShoreHaven Wealth Partners, LLC | 0.44% | New | 23,099 | $909K |
| Alaska Wealth Advisors, LLC | 0.14% | Add +192.4% | 22,642 | $891K |
| Valued Wealth Advisors LLC | 0.53% | Add +13.3% | 22,640 | $891K |
| Apeiron RIA LLC | 0.27% | Add +2.3% | 22,572 | $889K |
| Brookwood Investment Group LLC | 0.15% | — | 22,496 | $886K |
| Leavell Investment Management, Inc. | 0.04% | Add +0.8% | 22,477 | $885K |
| Range Financial Group LLC | 0.39% | Reduce -0.3% | 22,450 | $884K |
| Battery Global Advisors, LLC | 0.49% | No change | 22,356 | $880K |
| Maia Wealth LLC | 0.20% | Add +58.8% | 23,234 | $878K |
| Rovin Capital /Ut/ | 0.28% | Add +5.6% | 22,289 | $878K |
| Collaborative Wealth Managment Inc. | 0.41% | Reduce -12.4% | 22,235 | $875K |
| City State Bank | 0.28% | Add +2.3% | 21,766 | $857K |
| Hughes Financial Services, LLC | 0.17% | Add +6.1% | 21,631 | $855K |
| Northeast Financial Group, Inc. | 0.32% | Reduce -13.5% | 21,589 | $850K |
| Diversified Enterprises, LLC | 0.07% | Add +5.1% | 21,582 | $850K |
| Benjamin Edwards Inc. | 0.01% | Reduce -10.2% | 21,489 | $846K |
| Hassell Wealth Management, LLC | 0.36% | Add +1.5% | 22,369 | $846K |
| Aire Advisors, LLC | 0.18% | Add +1.5% | 21,396 | $842K |
| Northwest Wealth Management, LLC | 0.17% | Reduce -4.2% | 21,107 | $831K |
| Triumph Capital Management | 0.28% | Add +6.4% | 21,045 | $829K |
| Certior Financial Group, LLC | 0.68% | New | 20,854 | $821K |
| Three Cord True Wealth Management, LLC | 0.70% | Reduce -0.4% | 20,715 | $816K |
| Montz Harcus Wealth Management LLC | 0.44% | Add +14.8% | 20,643 | $813K |
| Trinity Wealth Management, LLC | 0.37% | Reduce -0.2% | 20,569 | $810K |
| Advance Capital Management, Inc. | 0.04% | Reduce -2.9% | 20,214 | $796K |
| American Investment Services, Inc. | 0.14% | Add +0.1% | 20,181 | $795K |
| Sunburst Financial Group, LLC | 0.19% | Reduce -1.8% | 20,163 | $794K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -16.8% | 19,767 | $778K |
| Perennial Investment Advisors, LLC | 0.09% | Reduce -24.9% | 19,470 | $767K |
| Ellevest, Inc. | 0.05% | No change | 19,400 | $764K |
| Family Investment Center, Inc. | 0.19% | Reduce -6.2% | 19,317 | $761K |
| Ritholtz Wealth Management | 0.02% | Reduce -1.6% | 19,197 | $756K |
| Strategic Financial Concepts, LLC | 0.14% | Reduce -14.1% | 19,155 | $754K |
| Upper Left Wealth Management, LLC | 0.54% | Reduce -14.5% | 19,067 | $751K |
| HighMark Wealth Management LLC | 0.44% | Reduce -9.8% | 18,930 | $745K |
| Wealthspire Retirement, LLC | 0.06% | Add +2.6% | 18,913 | $745K |
| BankPlus Wealth Management LLC | 0.55% | Add +32.0% | 18,896 | $744K |
| Klingman & Associates, LLC | 0.05% | No change | 18,706 | $736K |
| USAdvisors Wealth Management, LLC | 0.26% | Reduce -29.6% | 18,677 | $735K |
| Glass Jacobson Investment Advisors llc | 0.24% | No change | 18,861 | $724K |
| Portland Financial Advisors Inc | 1.85% | Add +12.8% | 18,345 | $722K |
| Money Concepts Capital Corp. | 0.05% | Add +12.2% | 18,245 | $718K |
| GK Wealth Management LLC | 0.90% | New | 18,209 | $717K |
| Qube Research & Technologies Ltd | 0.00% | Add +15327.1% | 18,204 | $717K |
| Verus Capital Partners, LLC | 0.07% | Reduce -1.5% | 18,173 | $715K |
| Argent Trust Co | 0.03% | Reduce -3.1% | 18,087 | $712K |
| Hilltop Partners LLC | 0.24% | Reduce -9.0% | 18,078 | $712K |
| Kera Capital Partners, Inc. | 0.21% | Add +3.3% | 17,940 | $706K |
| Jones Financial Companies LLLP | 0.00% | Add +32.1% | 17,830 | $703K |
| Valley Financial Group, Inc. | 0.46% | Add +7.4% | 17,731 | $698K |
| Diversify Wealth Management, LLC | 0.05% | Reduce -10.6% | 17,608 | $693K |
| MB Generational Wealth, LLC | 0.51% | Add +8.9% | 17,415 | $686K |
| Wedmont Private Capital | 0.03% | Reduce -9.1% | 18,181 | $681K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -2.5% | 17,125 | $674K |
| Private Trust Co. NA | 0.07% | Reduce -9.5% | 17,041 | $671K |
| Wallace Advisory Group, LLC | 0.46% | Add +34.3% | 17,428 | $669K |
| Inman Jager Wealth Management, LLC | 0.50% | Add +0.5% | 16,976 | $668K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.7% | 16,649 | $655K |
| Gilbert & Cook, Inc. | 0.09% | No change | 16,568 | $652K |
| Coign Capital Advisors LLC | 0.50% | Reduce -0.1% | 16,546 | $651K |
| Retirement Income Solutions, Inc. | 0.14% | Add +4.1% | 16,507 | $650K |
| Hurley Capital, LLC | 0.49% | Add +4.2% | 16,454 | $648K |
| Financial Network Wealth Advisors LLC | 0.84% | Add +28.4% | 16,328 | $643K |
| Canal Capital Management, LLC | 0.11% | Add +99.5% | 16,307 | $642K |
| Morling Financial Advisors, LLC | 0.22% | Reduce -1.2% | 16,304 | $642K |
| Sheets Smith Wealth Management | 0.08% | Reduce -0.1% | 16,286 | $641K |
| Spectrum Planning & Advisory Services Inc. | 0.53% | Add +2.9% | 16,264 | $640K |
| United Asset Strategies, Inc. | 0.06% | Reduce -21.3% | 16,224 | $639K |
| Independent Wealth Network Inc. | 0.26% | Add +5.4% | 16,224 | $639K |
| Cooksen Wealth, LLC | 0.65% | Add +60.9% | 17,604 | $637K |
| Virtue Capital Management, LLC | 0.07% | New | 16,073 | $633K |
| Greenwood Gearhart LLC | 0.04% | Reduce -68.6% | 16,071 | $633K |
| Broadview Financial Management, LLC | 0.47% | Add +2.0% | 15,978 | $629K |
| Strategic Investment Advisors / MI | 0.07% | Reduce -17.3% | 15,978 | $629K |
| Oppenheimer & Co. Inc. | 0.01% | Add +22.3% | 15,717 | $619K |
| Vantage Financial Partners, LLC | 0.15% | Reduce -43.6% | 15,683 | $617K |
| Rooted Wealth Advisors, Inc. | 0.27% | Reduce -2.5% | 16,839 | $617K |
| Curtis Advisory Group, LLC | 0.18% | Reduce -4.5% | 15,533 | $612K |
| Net Worth Advisory Group | 0.19% | Reduce -9.7% | 15,350 | $604K |
| Yukon Wealth Management, Inc. | 0.25% | — | 15,271 | $601K |
| Hilltop Wealth Advisors, LLC | 0.34% | Reduce -6.6% | 15,209 | $599K |
| Stonebridge Financial Group, LLC | 0.06% | Add +41.7% | 15,192 | $598K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -2.0% | 15,149 | $596K |
| Renaissance Technologies | 0.00% | Reduce -90.8% | 15,100 | $594K |
| Richard W. Paul & Associates, LLC | 0.23% | Reduce -2.9% | 15,079 | $594K |
| Professional Financial Advisors, LLC | 0.15% | Reduce -7.0% | 15,014 | $591K |
| Forefront Wealth Partners, LLC | 0.40% | New | 14,999 | $591K |
| American National Bank & Trust | 0.07% | Add +69.8% | 14,960 | $589K |
| Cozad Asset Management Inc. | 0.06% | Reduce -2.1% | 14,930 | $588K |
| Beacon Financial Group | 0.06% | Add +15.9% | 14,854 | $585K |
| Coppell Advisory Solutions LLC | 0.08% | Reduce -1.2% | 14,832 | $583K |
| One Capital Management, LLC | 0.02% | Reduce -7.4% | 14,619 | $576K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -93.2% | 14,350 | $565K |
| Pacifica Partners Inc. | 0.26% | Add +16.9% | 14,474 | $563K |
| Penobscot Wealth Management | 0.24% | Reduce -3.1% | 14,255 | $561K |
| CoreCap Advisors, LLC | 0.02% | Add +40.8% | 14,204 | $559K |
| Formidable Asset Management, LLC | 0.09% | Add +7.1% | 14,147 | $557K |
| Sound Financial Strategies Group, LLC | 0.49% | Add +3.7% | 14,015 | $552K |
| Calton & Associates, Inc. | 0.12% | Add +9.3% | 13,887 | $547K |
| Lunt Capital Management, Inc. | 0.20% | New | 13,825 | $544K |
| Apella Capital, LLC | 0.02% | No change | 14,699 | $543K |
| Rede Wealth, LLC | 0.19% | Add +3.3% | 13,768 | $542K |
| Certified Advisory Corp | 0.06% | Add +1.7% | 13,623 | $536K |
| Foundation Wealth Management, LLC\PA | 0.25% | Add +0.9% | 13,420 | $528K |
| Gilman Hill Asset Management, LLC | 0.09% | Reduce -2.1% | 13,260 | $522K |
| Stanich Group LLC | 0.38% | Add +2.5% | 13,198 | $520K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 13,170 | $518K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -31.3% | 13,032 | $513K |
| M Holdings Securities, Inc. | 0.08% | Reduce -1.3% | 12,934 | $509K |
| Post Resch Tallon Group Inc. | 0.51% | Reduce -1.6% | 12,643 | $498K |
| Orcam Financial Group | 0.46% | New | 12,565 | $495K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 12,485 | $492K |
| Mullaney, Keating & Wright, Inc. | 0.33% | Add +4.5% | 12,416 | $489K |
| Kelly Financial Services LLC | 0.17% | Reduce -35.4% | 12,412 | $489K |
| River Street Advisors LLC | 0.24% | Add +2.0% | 12,209 | $481K |
| Carnegie Investment Counsel | 0.01% | Add +3.7% | 13,643 | $480K |
| Convergence Financial, LLC | 0.09% | Reduce -10.7% | 12,156 | $479K |
| Cary Street Partners Investment Advisory LLC | 0.27% | Add +2.4% | 12,075 | $475K |
| US Bancorp \de | 0.00% | Add +26.0% | 12,027 | $474K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.4% | 13,619 | $473K |
| Hill Investment Group Partners, LLC | 0.06% | No change | 12,002 | $473K |
| TKG Advisors, LLC | 0.23% | Add +8.1% | 11,999 | $472K |
| Quantum Portfolio Management LLC | 0.24% | New | 11,944 | $470K |
| Keener Financial Planning LLC | 0.31% | Add +0.1% | 11,950 | $470K |
| Bravias Capital Group, LLC | 0.38% | Add +31.2% | 11,921 | $469K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -5.4% | 11,911 | $469K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -57.6% | 11,872 | $467K |
| Absolute Capital Management, LLC | 0.27% | Add +10.0% | 11,790 | $464K |
| Towerpoint Wealth, LLC | 0.23% | Reduce -6.7% | 11,788 | $464K |
| Elios Financial Group Inc. | 0.23% | No change | 11,704 | $461K |
| Old Second National Bank of Aurora | 0.11% | Add +0.1% | 11,676 | $460K |
| Redwood Financial Network Corp | 0.35% | Reduce -2.6% | 11,619 | $457K |
| Legacy Edge Advisors, LLC | 0.07% | No change | 11,609 | $457K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -1.1% | 11,591 | $456K |
| Vicus Capital | 0.04% | Reduce -3.5% | 11,567 | $455K |
| Capital Advisors Inc. | 0.01% | Reduce -3.6% | 11,558 | $455K |
| XY Planning Network, Inc. | 0.30% | Add +0.7% | 11,532 | $454K |
| Warner Financial, Inc. | 0.20% | No change | 11,544 | $454K |
| MJT & Associates Financial Advisory Group, Inc. | 0.44% | — | 11,520 | $454K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +9.6% | 11,375 | $448K |
| Life Planning Partners, Inc | 0.40% | No change | 11,253 | $443K |
| Matauro, LLC | 0.09% | Add +14.0% | 11,119 | $438K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -13.6% | 11,113 | $438K |
| NBT Bank, N.A. | 0.03% | Reduce -5.7% | 11,081 | $436K |
| Resurgent Financial Advisors LLC | 0.26% | Reduce -9.7% | 11,030 | $434K |
| Watts Gwilliam & Co., LLC | 0.09% | No change | 11,002 | $433K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -6.9% | 10,976 | $432K |
| BlackDiamond Wealth Management, LLC | 0.29% | New | 10,600 | $428K |
| ACT Advisors, LLC. | 0.23% | Add +3.3% | 10,863 | $428K |
| Natixis Advisors, LLC | 0.00% | New | 10,840 | $427K |
| Black Diamond Financial, LLC | 0.06% | Add +33.7% | 10,780 | $424K |
| Dravo Bay LLC | 0.22% | Reduce -35.7% | 10,647 | $419K |
| Summit Trail Advisors, LLC | 0.01% | No change | 10,566 | $416K |
| Macroview Investment Management LLC | 0.39% | Reduce -4.0% | 10,518 | $414K |
| Tradewinds Capital Management, LLC | 0.11% | Add +52240.0% | 10,468 | $412K |
| Baird Financial Group, Inc. | 0.00% | New | 10,421 | $410K |
| Private Wealth Group, LLC | 0.24% | Add +0.2% | 10,382 | $409K |
| Mather Group, Llc. | 0.00% | Reduce -2.0% | 10,064 | $396K |
| Sowell Financial Services LLC | 0.02% | New | 9,928 | $391K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +24.2% | 9,903 | $390K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -11.6% | 9,842 | $387K |
| Synovus Financial Corp. | 0.01% | New | 9,822 | $387K |
| Baker Tilly Wealth Management, LLC | 0.15% | Reduce -2.2% | 9,815 | $386K |
| K2 Financial Inc. | 0.37% | Add +17.6% | 10,089 | $381K |
| TSA Wealth Managment LLC | 0.15% | No change | 9,649 | $380K |
| True Vision MN LLC | 0.23% | Add +78.1% | 9,625 | $379K |
| 4WEALTH Advisors, Inc. | 0.42% | Add +10.4% | 9,603 | $378K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | Reduce -3.0% | 9,556 | $376K |
| Potentia Wealth | 0.18% | No change | 9,500 | $374K |
| First Trust Advisors LP | 0.00% | Reduce -15.8% | 9,419 | $371K |
| Claro Advisors Inc. | 0.05% | Reduce -1.3% | 9,391 | $370K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -0.3% | 9,375 | $369K |
| PFG Advisors | 0.02% | Reduce -1.6% | 9,362 | $369K |
| Balefire, LLC | 0.13% | Add +24.2% | 9,289 | $366K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -2.3% | 9,230 | $365K |
| Richmond Investment Services, LLC | 0.20% | New | 9,255 | $364K |
| Hobbs Group Advisors, LLC | 0.14% | Add +31.5% | 9,234 | $364K |
| Dynamic Financial Group | 0.36% | Reduce -1.0% | 9,114 | $359K |
| Pinnacle Family Advisors, LLC | 0.20% | Reduce -1.1% | 9,112 | $359K |
| National Wealth Management Group, LLC | 0.24% | Add +22.6% | 9,104 | $358K |
| SkyOak Wealth, LLC | 0.08% | Reduce -3.0% | 9,087 | $358K |
| Cabot Wealth Management Inc. | 0.04% | No change | 8,890 | $350K |
| Fortis Capital Advisors, LLC | 0.07% | New | 8,814 | $347K |
| Urban Financial Advisory Corp | 0.19% | Add +1504.0% | 8,806 | $347K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -13.8% | 8,767 | $345K |
| Manhattan West Asset Management, LLC | 0.09% | Add +0.1% | 8,708 | $343K |
| Sovran Advisors, LLC | 0.04% | Add +8.2% | 9,080 | $343K |
| Bahl & Gaynor LLC | 0.00% | No change | 8,650 | $341K |
| WealthPlan Investment Management, LLC | 0.03% | Add +0.7% | 8,621 | $339K |
| FSM Wealth Advisors, LLC | 0.08% | New | 8,580 | $338K |
| True North Advisors, LLC | 0.06% | Reduce -28.3% | 8,568 | $337K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 8,538 | $336K |
| Redmond Asset Management, LLC | 0.09% | Add +6.4% | 8,529 | $336K |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 8,513 | $335K |
| FSA Advisors, Inc. | 0.27% | Add +9.5% | 8,504 | $335K |
| Sigma Planning Corp | 0.01% | Add +8.0% | 8,499 | $335K |
| Vantage Investment Partners, LLC | 0.03% | No change | 8,478 | $334K |
| E&G Advisors, LLC | 0.09% | Add +0.6% | 8,268 | $326K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 8,195 | $323K |
| Paradigm, Strategies in Wealth Management, LLC | 0.22% | Reduce -0.3% | 8,143 | $321K |
| Ascentis Wealth Management, LLC | 0.10% | Add +4.8% | 8,115 | $320K |
| Clarity Capital Advisors, LLC | 0.21% | No change | 8,136 | $320K |
| Mgo One Seven LLC | 0.01% | New | 8,124 | $320K |
| Firestone Capital Management | 0.08% | No change | 8,000 | $315K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -14.9% | 7,920 | $312K |
| Ameriflex Group, Inc. | 0.13% | Add +103.3% | 7,919 | $312K |
| SIMA Wealth Partners, LLC | 0.26% | No change | 7,912 | $311K |
| Prosperity Consulting Group, LLC | 0.02% | New | 7,877 | $310K |
| Landmark Wealth Management, LLC | 0.14% | Add +0.5% | 7,825 | $308K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -46.2% | 7,791 | $307K |
| GTS Securities LLC | 0.01% | New | 7,677 | $302K |
| Trek Financial, LLC | 0.02% | Add +15.2% | 7,658 | $301K |
| Wealth Advisors Northwest LLC | 0.19% | Reduce -0.3% | 7,653 | $301K |
| Lantz Financial LLC | 0.08% | Reduce -0.0% | 7,639 | $301K |
| Brighton Jones LLC | 0.01% | Add +0.9% | 7,605 | $299K |
| Vestia Personal Wealth Advisors | 0.24% | Reduce -2.5% | 7,570 | $298K |
| Cresset Asset Management, LLC | 0.00% | Add +0.8% | 7,525 | $296K |
| Destiny Capital Corp | 0.20% | No change | 7,445 | $293K |
| Vawter Financial, Ltd. | 0.16% | Add +3.6% | 7,412 | $292K |
| Sax Wealth Advisors, LLC | 0.02% | New | 7,400 | $291K |
| Bank of Montreal | 0.00% | Add +24.0% | 7,326 | $288K |
| Secure Asset Management, LLC | 0.06% | No change | 7,318 | $288K |
| NorthStar Asset Management LLC | 0.18% | Reduce -2.2% | 7,289 | $287K |
| Lane & Associates LLC | 0.15% | Reduce -15.9% | 7,286 | $287K |
| Simplicity Wealth,LLC | 0.02% | Reduce -80.1% | 7,192 | $283K |
| Security Financial Services, INC. | 0.06% | Reduce -80.7% | 7,151 | $282K |
| Matrix Trust Co | 0.05% | New | 7,149 | $281K |
| Golden State Wealth Management, LLC | 0.04% | Add +66.1% | 7,133 | $281K |
| Eclectic Associates Inc. | 0.08% | Reduce -0.8% | 7,117 | $280K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,100 | $279K |
| Advisor OS, LLC | 0.03% | Reduce -56.7% | 7,095 | $279K |
| Smartleaf Asset Management LLC | 0.03% | Add +48.5% | 7,058 | $278K |
| Stephens Inc. | 0.00% | Reduce -40.5% | 7,063 | $278K |
| Focus Financial Network, Inc. | 0.01% | No change | 6,932 | $273K |
| Balentine LLC | 0.01% | No change | 6,924 | $273K |
| Stone Summit Wealth LLC | 0.09% | Reduce -0.3% | 6,915 | $272K |
| TFB Advisors LLC | 0.08% | New | 6,914 | $272K |
| FreeGulliver LLC | 0.14% | No change | 6,870 | $270K |
| Two Sigma Securities, LLC | 0.04% | Reduce -66.7% | 6,861 | $270K |
| Zacks Investment Management | 0.00% | Reduce -1.3% | 6,714 | $264K |
| German American Bancorp, Inc. | 0.03% | No change | 6,711 | $264K |
| Financial Guidance Group, Inc. | 0.14% | No change | 6,688 | $263K |
| Davis Wealth Advisors, LLC | 0.30% | Reduce -11.5% | 6,675 | $263K |
| Austin Wealth Management, LLC | 0.05% | Reduce -1.0% | 6,666 | $262K |
| Modern Wealth Management, LLC | 0.01% | Add +10.4% | 6,424 | $253K |
| L.M. Kohn & Company | 0.07% | Reduce -22.4% | 6,358 | $250K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +23.6% | 6,355 | $250K |
| TFG Advisers LLC | 0.09% | Add +4.0% | 6,315 | $249K |
| GWN Securities Inc. | 0.01% | New | 6,276 | $247K |
| Astoria Strategic Wealth, Inc. | 0.07% | Add +0.2% | 6,270 | $247K |
| Triad Wealth Partners, LLC | 0.08% | New | 6,262 | $247K |
| StoneX Group Inc. | 0.01% | Reduce -54.8% | 6,223 | $245K |
| Whittier Trust Co. | 0.00% | Reduce -8.1% | 6,220 | $245K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 6,183 | $243K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -28.4% | 6,175 | $243K |
| Zhang Financial LLC | 0.01% | New | 6,125 | $241K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -16.3% | 6,121 | $241K |
| ORG Partners LLC | 0.06% | Add +4.3% | 6,092 | $240K |
| Aspect Partners, LLC | 0.14% | No change | 6,074 | $239K |
| Thrive Wealth Management, LLC | 0.05% | New | 6,045 | $238K |
| Capital CS Group, LLC | 0.40% | Reduce -11.7% | 6,017 | $237K |
| Castleview Partners, LLC | 0.16% | Reduce -48.8% | 5,905 | $232K |
| Howard Financial Services, LTD. | 0.03% | No change | 5,883 | $232K |
| Nwam LLC | 0.02% | Reduce -10.8% | 5,856 | $231K |
| HRT Financial LP | 0.00% | New | 5,833 | $229K |
| Cadent Capital Advisors, LLC | 0.09% | Add +3.2% | 5,731 | $226K |
| Mascagni Wealth Management, Inc. | 0.22% | No change | 5,720 | $225K |
| Fourpath Capital Management, LLC | 0.04% | No change | 5,720 | $225K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.5% | 5,717 | $225K |
| Mutual Advisors, LLC | 0.01% | Add +1.9% | 5,723 | $224K |
| Cary Street Partners Financial LLC | 0.01% | Add +84.8% | 5,546 | $218K |
| Barnes Wealth Management Group, Inc | 0.14% | Reduce -3.3% | 5,483 | $216K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -52.6% | 5,444 | $214K |
| First Financial Group Corp | 0.24% | Reduce -2.3% | 5,441 | $214K |
| Tilson Financial Group, Inc. | 0.08% | Reduce -10.0% | 5,385 | $212K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -1.3% | 5,369 | $211K |
| Vance Wealth, LLC | 0.08% | No change | 5,317 | $209K |
| NorthCoast Asset Management LLC | 0.00% | No change | 5,316 | $209K |
| MSH Capital Advisors LLC | 0.06% | Reduce -2.8% | 5,267 | $207K |
| Narus Financial Partners, LLC | 0.07% | Reduce -5.9% | 5,199 | $205K |
| Arkadios Wealth Advisors | 0.01% | New | 5,197 | $205K |
| Private Wealth Asset Management, LLC | 0.03% | — | 5,100 | $201K |
| Breakwater Investment Management | 0.08% | No change | 4,883 | $192K |
| Abound Wealth Management | 0.06% | Add +36.3% | 4,658 | $183K |
| Paladin Advisory Group, LLC | 0.14% | Reduce -5.4% | 4,424 | $174K |
| SVB Wealth LLC | 0.01% | Reduce -30.1% | 4,416 | $174K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -9.0% | 4,383 | $173K |
| WealthShield Partners, LLC | 0.02% | Reduce -1.4% | 3,961 | $156K |
| Founders Financial Alliance, LLC | 0.04% | Add +1.3% | 3,956 | $156K |
| Bogart Wealth, LLC | 0.01% | No change | 3,621 | $143K |
| Copia Wealth Management | 0.13% | Reduce -4.9% | 3,619 | $142K |
| Running Point Capital Advisors, LLC | 0.04% | No change | 3,552 | $140K |
| Synergy Investment Management, LLC | 0.06% | Add +0.7% | 3,432 | $135K |
| LRI Investments, LLC | 0.01% | Add +21.0% | 3,387 | $133K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 3,349 | $132K |
| Quadrant Capital Group LLC | 0.00% | Add +20.3% | 3,290 | $130K |
| Towne Trust Company, N.A | 0.04% | Add +83.2% | 3,192 | $126K |
| BlackRock, Inc. | 0.00% | Add +48.4% | 3,088 | $122K |
| NorthRock Partners, LLC | 0.00% | Reduce -1.1% | 3,068 | $121K |
| Glassman Wealth Services | 0.02% | Add +15.9% | 3,031 | $119K |
| Raffa Wealth Management, LLC | 0.03% | No change | 2,928 | $115K |
| McClarren Financial Advisors, Inc. | 0.07% | Reduce -12.7% | 2,519 | $113K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,768 | $109K |
| Centricity Wealth Management, LLC | 0.10% | No change | 2,739 | $108K |
| Northwest Capital Management Inc | 0.04% | Add +1.3% | 2,688 | $106K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 2,397 | $94K |
| Spire Wealth Management | 0.00% | Add +2.2% | 2,393 | $94K |
| Valley National Advisers Inc. | 0.02% | No change | 2,141 | $84K |
| Transce3nd, LLC | 0.04% | Reduce -35.7% | 2,126 | $84K |
| SBI Securities Co., Ltd. | 0.00% | Add +26.1% | 2,093 | $82K |
| Lanark Financial, Inc. | 0.01% | — | 2,018 | $79K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -5.3% | 1,838 | $72K |
| Binnacle Investments Inc | 0.05% | — | 1,770 | $70K |
| Archer Investment Corp | 0.02% | No change | 1,723 | $68K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,668 | $66K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,573 | $62K |
| Rakuten Securities, Inc. | 0.03% | New | 1,557 | $61K |
| Compass Planning Associates Inc | 0.05% | Add +77.4% | 1,274 | $50K |
| Hoese & Co LLP | 0.04% | No change | 1,243 | $49K |
| Tidemark, LLC | 0.02% | No change | 1,227 | $48K |
| Elite Financial, Inc. | 0.02% | New | 1,150 | $45K |
| Main Management LLC | 0.00% | New | 1,146 | $45K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,122 | $44K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +6.3% | 1,083 | $43K |
| Ballast Advisors LLC | 0.01% | Reduce -18.3% | 1,072 | $42K |
| Tsfg, LLC | 0.01% | Add +267.4% | 992 | $39K |
| National Bank of Canada | 0.00% | No change | 967 | $38K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 917 | $36K |
| Coldstream Capital Management Inc. | 0.00% | New | 915 | $36K |
| Wayfinding Financial, LLC | 0.02% | New | 933 | $36K |
| Brooklyn Investment Group | 0.01% | New | 805 | $32K |
| Anchor Investment Management, LLC | 0.00% | No change | 800 | $31K |
| WealthCollab, LLC | 0.02% | No change | 748 | $29K |
| Knuff & Co LLC | 0.01% | New | 739 | $29K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 665 | $26K |
| Centennial Bank | 0.01% | New | 621 | $24K |
| Your Advocates Ltd., LLP | 0.01% | No change | 610 | $24K |
| Rothschild Investment LLC | 0.00% | No change | 590 | $23K |
| Safe Harbor Fiduciary, LLC | 0.02% | Reduce -1.7% | 564 | $22K |
| IMG Wealth Management, Inc. | 0.02% | Reduce -20.9% | 561 | $22K |
| Investors Research Corp | 0.00% | No change | 535 | $21K |
| Rossby Financial, LCC | 0.01% | New | 519 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -15.9% | 514 | $20K |
| PrairieView Partners, LLC | 0.00% | Reduce -4.4% | 516 | $20K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $20K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 484 | $19K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -89.5% | 479 | $19K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 474 | $19K |
| REAP Financial Group, LLC | 0.00% | No change | 472 | $19K |
| CENTRAL TRUST Co | 0.00% | No change | 468 | $18K |
| Evermay Wealth Management LLC | 0.00% | No change | 448 | $18K |
| First Command Advisory Services, Inc. | 0.00% | No change | 403 | $16K |
| Accent Capital Management, LLC | 0.01% | No change | 400 | $16K |
| Sage Mountain Advisors LLC | 0.00% | No change | 370 | $15K |
| Bellwether Advisors, LLC | 0.00% | No change | 357 | $14K |
| Concord Wealth Partners | 0.00% | Reduce -10.8% | 357 | $14K |
| Hexagon Capital Partners LLC | 0.00% | Add +1125.9% | 331 | $13K |
| PSI Advisors, LLC | 0.00% | Reduce -47.3% | 328 | $13K |
| Lindbrook Capital, LLC | 0.00% | No change | 312 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 311 | $12K |
| Phillips Financial Management, LLC | 0.00% | Reduce -3.2% | 299 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | New | 290 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 283 | $11K |
| HM Payson & Co. | 0.00% | New | 277 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -0.7% | 268 | $11K |
| Beacon Capital Management, LLC | 0.00% | No change | 261 | $10K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 244 | $10K |
| Davis Capital Management | 0.01% | No change | 239 | $9K |
| Colonial Trust Co / SC | 0.00% | No change | 238 | $9K |
| Compass Financial Services Inc | 0.00% | New | 229 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 220 | $9K |
| WPG Advisers, LLC | 0.01% | Reduce -51.3% | 219 | $9K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 196 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 195 | $8K |
| Covestor Ltd | 0.00% | Reduce -4.3% | 177 | $7K |
| Richardson Capital Management LLC | 0.00% | New | 175 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 174 | $7K |
| Woodside Wealth Management LLC | 0.01% | — | 167 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 165 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 141 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 140 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 136 | $5K |
| Bessemer Group Inc. | 0.00% | No change | 132 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +124.5% | 119 | $5K |
| Kessler Investment Group, LLC | 0.00% | New | 111 | $4K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 106 | $4K |
| Russell Investments Group, Ltd. | 0.00% | No change | 75 | $3K |
| Eastern Bank | 0.00% | No change | 72 | $3K |
| Noble Wealth Management PBC | 0.00% | No change | 70 | $3K |
| Realta Investment Advisors | 0.00% | No change | 70 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -85.4% | 64 | $3K |
| Operose Advisors LLC | 0.00% | No change | 63 | $2K |
| Keystone Financial Group, Inc. | 0.00% | No change | 59 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 60 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 60 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 58 | $2K |
| Winnacle Wealth LLC | 0.00% | No change | 51 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 49 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 43 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 42 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 41 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 38 | $1K |
| Sachetta, LLC | 0.00% | No change | 36 | $1K |
| HFM Investment Advisors, LLC | 0.00% | — | 27 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 29 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 24 | $945 |
| Capital A Wealth Management, LLC | 0.00% | Reduce -56.9% | 22 | $866 |
| Decker Retirement Planning Inc. | 0.00% | No change | 22 | $866 |
| FAS Wealth Partners, Inc. | 0.00% | New | 13 | $512 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 8 | $315 |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -95.7% | 3 | $119 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $118 |
| Cape Investment Advisory, Inc. | 0.00% | New | 3 | $116 |
| BNP Paribas Financial Markets | 0.00% | New | 1 | $39 |
| Dogwood Wealth Management LLC | 0.00% | Reduce -99.6% | 1 | $39 |
"% 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.