State Street SP PTF Em ETFSPEMETF
13F holders, Q2 2025 (June 30)873holders +34
87new positions
53sold out
6famous investors
$42.72avg. 13F price*
At the end of Q2 2025, 873 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 34 from Q1 2025. 87 opened new positions and 53 sold out. The largest holders were Creative Planning ($978.0M), Financial Engines Advisors L.L.C. ($767.5M) and LPL Financial LLC ($498.1M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street SP PTF Em ETF
- Filed as
- SPDR INDEX SHS FDS (Q2 2025)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $98.6M |
| Exits | 53 | $34.3M |
All 13F filers, Q1 2025 → Q2 2025: 29,223,844 shares bought and 11,742,447 shares sold, net +17,481,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 873 holders
| Creative Planning | 0.84% | Add +0.9% | 22,882,892 | $978.0M |
| Financial Engines Advisors L.L.C. | 1.53% | Reduce -3.4% | 17,957,512 | $767.5M |
| LPL Financial LLC | 0.17% | Add +8.8% | 11,653,686 | $498.1M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +6487.0% | 10,916,062 | $466.6M |
| Allworth Financial LP | 1.37% | Add +1.9% | 6,689,099 | $285.9M |
| Envestnet Asset Management Inc. | 0.08% | Add +1.9% | 6,484,376 | $277.1M |
| Morgan Stanley | 0.02% | Add +6.3% | 5,429,778 | $232.1M |
| Ameriprise Financial Inc. | 0.06% | Add +5.5% | 5,339,952 | $228.2M |
| Tiaa Trust, National Association | 0.55% | Reduce -18.3% | 4,954,573 | $211.8M |
| Horizon Investments, LLC | 2.91% | Reduce -3.6% | 4,295,710 | $183.6M |
| State Street Corp. | 0.01% | Reduce -30.2% | 3,716,860 | $158.9M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +3.2% | 3,380,284 | $144.5M |
| 3EDGE Asset Management, LP | 8.46% | Add +309.6% | 3,182,524 | $136.0M |
| Cerity Partners LLC | 0.20% | Reduce -3.5% | 2,670,904 | $114.2M |
| Aptus Capital Advisors, LLC | 1.06% | Add +17.3% | 2,505,869 | $107.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.0% | 2,477,285 | $105.9M |
| Raymond James Financial Inc. | 0.03% | Add +6.9% | 2,264,434 | $96.8M |
| Cwm, LLC | 0.33% | Add +12.0% | 2,190,512 | $93.6M |
| Focus Partners Wealth | 0.20% | Add +1.3% | 2,154,239 | $92.1M |
| Envestnet Portfolio Solutions, Inc. | 0.31% | Reduce -19.6% | 1,985,172 | $84.8M |
| Betterment LLC | 0.17% | Add +124.5% | 1,824,389 | $78.0M |
| Wells Fargo & Company | 0.02% | Reduce -0.2% | 1,807,838 | $77.3M |
| Cetera Investment Advisers | 0.12% | Reduce -3.9% | 1,667,857 | $71.3M |
| Mariner, LLC | 0.10% | Add +7.0% | 1,666,335 | $71.2M |
| UBS Group AG | 0.01% | Reduce -1.9% | 1,561,642 | $66.7M |
| Bank of America Corp. | 0.01% | Add +1.6% | 1,491,840 | $63.8M |
| HighTower Advisors, LLC | 0.08% | Add +11.4% | 1,418,921 | $60.6M |
| Jane Street Group, LLC | 0.10% | Reduce -4.4% | 1,408,001 | $60.2M |
| Assetmark, Inc. | 0.14% | Reduce -27.4% | 1,382,531 | $59.1M |
| Stadion Money Management, LLC | 4.59% | Reduce -22.8% | 1,309,169 | $56.0M |
| Osaic Holdings, Inc. | 0.09% | Add +62.2% | 1,176,122 | $49.2M |
| Cassaday & Co Wealth Management LLC | 1.22% | Add +686.2% | 1,141,575 | $48.8M |
| Advisory Alpha, LLC | 1.52% | Reduce -2.3% | 1,138,987 | $48.7M |
| Royal Bank of Canada | 0.01% | Add +5.8% | 1,102,828 | $47.1M |
| Private Advisor Group, LLC | 0.24% | Reduce -11.1% | 1,054,166 | $45.1M |
| JNBA Financial Advisors | 4.10% | Reduce -1.3% | 996,962 | $42.6M |
| JPMorgan Chase & Co. | 0.00% | Add +32.5% | 993,049 | $42.4M |
| Equitable Holdings, Inc. | 0.35% | Add +15.4% | 985,350 | $42.1M |
| BlueStem Wealth Partners, LLC | 5.17% | Add +54.7% | 984,214 | $42.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.8% | 863,739 | $37.3M |
| McNamara Financial Services, Inc. | 7.27% | Reduce -0.5% | 858,301 | $36.7M |
| Koss-Olinger Consulting, LLC | 2.84% | Reduce -7.7% | 810,340 | $34.6M |
| Pathstone Holdings, LLC | 0.14% | Reduce -0.2% | 800,152 | $34.2M |
| Sei Investments Co. | 0.04% | Add +15.8% | 786,093 | $33.6M |
| Cutler Investment Counsel LLC | 3.73% | Add +1.1% | 783,482 | $33.5M |
| GeoWealth Management, LLC | 1.26% | Reduce -1.0% | 757,286 | $32.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +41.6% | 733,297 | $31.3M |
| Signature Estate & Investment Advisors LLC | 0.68% | Add +12.2% | 688,270 | $29.4M |
| Global Strategic Investment Solutions, LLC | 3.14% | Reduce -1.1% | 688,119 | $29.4M |
| Advocacy Wealth Management, LLC | 1.79% | New | 681,809 | $29.1M |
| Elm Partners Management LLC | 1.69% | Add +134.3% | 680,445 | $29.1M |
| Axxcess Wealth Management, LLC | 0.68% | Add +5.6% | 661,833 | $28.3M |
| MML Investors Services, LLC | 0.08% | Add +8.0% | 642,999 | $27.5M |
| Pineridge Advisors LLC | 9.92% | Add +2.3% | 640,614 | $27.4M |
| Great Lakes Advisors, LLC | 0.23% | Add +43.2% | 638,692 | $27.3M |
| Impact Partnership Wealth, LLC | 4.97% | Add +30.8% | 630,359 | $26.9M |
| NewEdge Advisors, LLC | 0.14% | Reduce -15.2% | 619,879 | $26.5M |
| St Germain D J Co. Inc. | 1.14% | Add +5.9% | 616,373 | $26.3M |
| Park Avenue Securities LLC | 0.24% | Reduce -12.5% | 614,170 | $26.2M |
| Venturi Wealth Management, LLC | 1.28% | Add +21.8% | 607,931 | $26.0M |
| AlphaStar Capital Management, LLC | 1.81% | Add +2.6% | 601,225 | $25.7M |
| Capital Asset Advisory Services LLC | 1.20% | Add +10.7% | 597,221 | $25.6M |
| Financial Strategies Group, Inc. | 5.23% | Add +3.4% | 585,722 | $25.1M |
| Beacon Pointe Advisors, LLC | 0.26% | Reduce -0.1% | 585,057 | $25.0M |
| CGN Advisors LLC | 2.17% | Add +3.1% | 569,181 | $24.3M |
| Meeder Advisory Services, Inc. | 1.21% | Reduce -3.6% | 548,067 | $23.4M |
| KWB Wealth | 2.78% | Add +25.8% | 581,753 | $22.9M |
| Valmark Advisers, Inc. | 0.30% | Reduce -1.1% | 511,500 | $21.9M |
| Ballentine Partners, LLC | 0.31% | Reduce -0.9% | 486,126 | $20.8M |
| KFG Wealth Management, LLC | 3.18% | Add +8.6% | 462,963 | $19.8M |
| Knightsbridge Asset Management, LLC | 4.20% | Add +3.0% | 438,749 | $18.8M |
| Old Mission Capital LLC | 0.50% | New | 435,365 | $18.6M |
| Capital Wealth Management, LLC | 6.94% | Add +2.6% | 435,228 | $18.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +16.0% | 427,211 | $18.3M |
| Capital Advisors Inc. | 0.32% | Add +3503.2% | 416,459 | $17.8M |
| Chaney Capital Management, Inc. | 6.98% | Add +2.2% | 416,111 | $17.8M |
| Allen Capital Group, LLC | 1.79% | Add +4.3% | 402,573 | $17.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.7% | 394,638 | $17.0M |
| WCG Wealth Advisors LLC | 1.08% | Add +1.3% | 390,240 | $16.7M |
| Atlas Capital Advisors Inc. | 2.00% | Add +2.9% | 382,435 | $16.3M |
| Heritage Family Offices, LLP | 8.07% | Add +0.0% | 404,596 | $16.0M |
| Woodmont Investment Counsel LLC | 1.05% | Add +3.3% | 372,657 | $15.9M |
| West Wealth Group, LLC | 3.88% | Add +60.1% | 358,412 | $15.6M |
| Facet Wealth, Inc. | 0.35% | Reduce -1.2% | 359,964 | $15.5M |
| Compton Financial Group, LLC | 3.99% | Add +101.2% | 359,245 | $15.4M |
| Strategic Financial Concepts, LLC | 2.16% | Add +1775.5% | 359,245 | $15.4M |
| Luken Investment Analytics, LLC | 6.70% | Add +363.8% | 357,903 | $15.3M |
| Kestra Investment Management, LLC | 0.46% | Add +10.8% | 355,532 | $15.2M |
| Wrapmanager Inc. | 3.63% | Add +5.1% | 348,712 | $14.9M |
| Rodgers & Associates, LTD | 1.63% | Reduce -0.1% | 346,500 | $14.8M |
| Austin Private Wealth, LLC | 1.15% | Add +14.3% | 338,822 | $14.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +25.6% | 334,327 | $14.3M |
| SigFig Wealth Management, LLC | 0.46% | Reduce -5.0% | 323,023 | $13.8M |
| ERn Financial, LLC | 2.84% | Reduce -13.3% | 315,237 | $13.5M |
| Landmark Wealth Management, Inc. | 5.73% | Reduce -12.8% | 313,120 | $13.4M |
| Tortoise Investment Management, LLC | 1.28% | Add +0.3% | 313,052 | $13.4M |
| N.E.W. Advisory Services LLC | 1.25% | Reduce -32.8% | 302,356 | $12.9M |
| Geneos Wealth Management Inc. | 0.31% | Add +10.7% | 298,513 | $12.8M |
| Sterneck Capital Management, LLC | 6.46% | Add +1.3% | 297,561 | $12.7M |
| Summit Global Investments | 0.74% | Add +22.1% | 295,420 | $12.6M |
| Financial Gravity Companies, Inc. | 2.42% | — | 288,104 | $12.3M |
| VestGen Advisors, LLC | 0.48% | Add +130.5% | 280,427 | $12.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +169.3% | 282,264 | $12.1M |
| Forbes J M & Co. LLP | 1.09% | Add +0.1% | 278,646 | $11.9M |
| Truefg, LLC | 3.46% | Add +1.1% | 272,114 | $11.6M |
| Midwest Capital Advisors, LLC | 6.05% | Add +81.6% | 268,640 | $11.5M |
| Savvy Advisors, Inc. | 0.75% | Add +34.6% | 264,670 | $11.3M |
| Better Money Decisions, LLC | 6.84% | Add +4.3% | 263,223 | $11.3M |
| Good Life Advisors, LLC | 0.70% | Add +15.2% | 263,116 | $11.2M |
| Global Retirement Partners, LLC | 0.27% | — | 259,425 | $11.1M |
| Citigroup Inc. | 0.01% | Add +78.9% | 258,247 | $11.0M |
| Atlas Private Wealth Advisors | 1.41% | Reduce -2.2% | 256,542 | $11.0M |
| Peak Financial Management, Inc. | 3.08% | Add +0.3% | 253,600 | $10.8M |
| Marathon Strategic Advisors, LLC | 9.59% | Add +3.4% | 241,408 | $10.3M |
| Leicht Financial Planning & Wealth Management, Inc. | 4.88% | Add +93.7% | 240,225 | $10.3M |
| Flagship Harbor Advisors, LLC | 0.48% | Add +11.3% | 238,723 | $10.2M |
| ONE Advisory Partners, LLC | 3.39% | Add +70.9% | 229,650 | $10.2M |
| Second Line Capital, LLC | 2.32% | Add +3.5% | 234,021 | $10.0M |
| Brookstone Capital Management | 0.13% | Reduce -1.3% | 233,392 | $10.0M |
| Aquire Wealth Advisors, LLC | 2.65% | Add +140.3% | 230,593 | $9.9M |
| Fort Point Capital Partners LLC | 0.97% | Add +12.0% | 227,403 | $9.7M |
| Hobart Private Capital, LLC | 2.17% | Add +200.0% | 223,600 | $9.6M |
| Cascade Financial Partners, LLC | 1.14% | Add +16.5% | 221,212 | $9.5M |
| OneAscent Financial Services LLC | 0.67% | Add +1.6% | 218,849 | $9.4M |
| LexAurum Advisors, LLC | 1.46% | Add +29.9% | 215,528 | $9.2M |
| Perigon Wealth Management, LLC | 0.21% | Add +65.5% | 213,135 | $9.1M |
| Portside Wealth Group, LLC | 1.34% | Add +66.9% | 210,942 | $9.0M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -5.8% | 209,705 | $9.0M |
| Moss Adams Wealth Advisors LLC | 0.79% | Reduce -36.2% | 203,823 | $8.7M |
| TPG Financial Advisors, LLC | 3.43% | Add +15.7% | 200,791 | $8.6M |
| JDM Financial Group LLC | 4.05% | Add +5.4% | 200,763 | $8.6M |
| Corient Private Wealth LP | 0.01% | Reduce -0.9% | 200,646 | $8.6M |
| Integrated Wealth Concepts LLC | 0.08% | Add +46.8% | 197,777 | $8.5M |
| Main Management ETF Advisors, LLC | 0.34% | Reduce -0.6% | 193,500 | $8.3M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +1.0% | 192,507 | $8.2M |
| Capital Analysts, LLC | 0.27% | Add +26.9% | 191,668 | $8.2M |
| Abound Financial, LLC | 3.60% | Add +19.0% | 191,535 | $8.2M |
| Aspire Private Capital, LLC | 1.87% | Reduce -37.2% | 188,283 | $8.0M |
| Advyzon Investment Management, LLC | 1.77% | Add +2.6% | 187,323 | $8.0M |
| Comerica Bank | 0.03% | Add +19.6% | 186,765 | $8.0M |
| Grey Fox Wealth Advisors, LLC | 1.90% | Add +3.2% | 186,248 | $8.0M |
| Affiance Financial, LLC | 1.60% | Add +14.3% | 184,599 | $7.9M |
| Integrated Investment Consultants, LLC | 1.54% | Add +2.3% | 182,962 | $7.8M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +0.0% | 181,099 | $7.7M |
| Valtinson Bruner Financial Planning LLC | 2.43% | Reduce -12.6% | 180,873 | $7.7M |
| Harbour Investments, Inc. | 0.19% | Reduce -13.2% | 177,710 | $7.6M |
| Daymark Wealth Partners, LLC | 0.28% | Add +10.6% | 171,897 | $7.3M |
| Values Added Financial LLC | 3.52% | Add +1.2% | 169,651 | $7.3M |
| Opes Wealth Management LLC | 1.29% | Reduce -5.7% | 169,489 | $7.2M |
| Alliance Wealth Advisors, LLC | 1.74% | Add +202.7% | 168,969 | $7.2M |
| Millington Financial Advisors, LLC | 3.59% | Add +1.6% | 160,722 | $7.1M |
| Brighton Securities Corp. | 3.85% | Reduce -14.0% | 164,867 | $7.0M |
| Arax Advisory Partners | 0.32% | Add +39.9% | 164,530 | $7.0M |
| Cobblestone Asset Management LLC | 3.69% | Add +78.3% | 164,055 | $7.0M |
| Composition Wealth, LLC | 0.12% | New | 161,977 | $6.9M |
| Merit Financial Group, LLC | 0.08% | Add +63.2% | 161,167 | $6.9M |
| David Kennon Inc | 2.57% | Reduce -0.4% | 160,694 | $6.9M |
| Avior Wealth Management, LLC | 0.24% | Reduce -1.7% | 160,391 | $6.9M |
| Waverly Advisors, LLC | 0.08% | Add +3.9% | 160,360 | $6.9M |
| Revisor Wealth Management LLC | 2.47% | Add +15.1% | 159,530 | $6.8M |
| Securian Asset Management, Inc. | 0.19% | Reduce -14.1% | 159,360 | $6.8M |
| Windsor Capital Management, LLC | 1.96% | Add +1.4% | 157,076 | $6.7M |
| Trilogy Capital Inc. | 0.32% | Add +3.9% | 155,563 | $6.6M |
| Financial Insights, Inc. | 2.41% | Add +0.7% | 154,460 | $6.6M |
| Signal Advisors Wealth, LLC | 0.52% | Reduce -21.3% | 154,315 | $6.6M |
| Signet Financial Management, LLC | 0.82% | Reduce -4.2% | 153,273 | $6.6M |
| Optimist Retirement Group LLC | 3.13% | Reduce -1.9% | 152,875 | $6.5M |
| Fiduciary Alliance LLC | 0.48% | Reduce -2.5% | 149,300 | $6.4M |
| Gibbs Wealth Management | 1.22% | Add +40.6% | 148,782 | $6.4M |
| CX Institutional | 0.22% | Add +2.9% | 148,645 | $6.4M |
| Dohj, LLC | 1.82% | Reduce -0.8% | 161,262 | $6.2M |
| Wealth Alliance Advisory Group, LLC | 1.18% | Add +2.0% | 145,432 | $6.2M |
| Savant Capital, LLC | 0.04% | Reduce -3.0% | 145,022 | $6.2M |
| Clearstead Advisors, LLC | 0.09% | Add +1.4% | 144,403 | $6.2M |
| RFG Advisory, LLC | 0.14% | Reduce -6.7% | 144,182 | $6.2M |
| ProVise Management Group, LLC | 0.49% | Add +0.4% | 143,802 | $6.1M |
| WealthTrak Capital Management LLC | 5.02% | Add +7.7% | 140,565 | $6.0M |
| Uptown Financial Advisors LLC | 5.56% | Reduce -2.0% | 139,914 | $6.0M |
| CW Advisors, LLC | 0.06% | Reduce -7.5% | 139,418 | $6.0M |
| Townsquare Capital LLC | 0.57% | Reduce -94.2% | 137,530 | $5.9M |
| Fonville Wealth Management LLC | 1.46% | Add +8.6% | 135,059 | $5.8M |
| Integrity Alliance, Llc. | 0.31% | Reduce -41.7% | 134,049 | $5.7M |
| Founders Financial Securities LLC | 0.43% | Add +1.9% | 133,521 | $5.7M |
| Pure Financial Advisors, LLC | 0.10% | Reduce -0.6% | 133,396 | $5.7M |
| IHT Wealth Management, LLC | 0.16% | Reduce -0.8% | 133,308 | $5.7M |
| Creative Financial Designs Inc. | 0.41% | Add +0.1% | 133,082 | $5.7M |
| Obsidian Personal Planning Solutions LLC | 2.30% | Add +2.6% | 132,714 | $5.7M |
| Cypress Wealth Services, LLC | 1.01% | New | 132,224 | $5.7M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -17.9% | 131,302 | $5.6M |
| Mason & Associates, LLC | 1.40% | Add +5.1% | 130,232 | $5.6M |
| Vision Capital Management, Inc. | 0.73% | Reduce -0.6% | 129,207 | $5.5M |
| Rinkey Investments | 1.64% | Add +9.3% | 127,815 | $5.5M |
| Simplicity Wealth,LLC | 0.23% | Add +1673.0% | 127,516 | $5.5M |
| Sharkey, Howes & Javer | 0.73% | Reduce -30.0% | 126,960 | $5.4M |
| Brooklyn FI, LLC | 1.39% | Add +5.2% | 126,641 | $5.4M |
| Towercrest Capital Management | 0.95% | Reduce -3.2% | 124,809 | $5.3M |
| Melone Private Wealth, LLC | 2.69% | Add +3.7% | 123,187 | $5.3M |
| Optas, LLC | 0.97% | Reduce -2.8% | 118,841 | $5.1M |
| Red Wave Investments LLC | 1.66% | Reduce -1.7% | 118,062 | $5.0M |
| Delta Wealth Advisors LLC | 4.21% | Reduce -2.1% | 117,593 | $5.0M |
| Probity Advisors, Inc. | 0.88% | Add +0.5% | 117,079 | $5.0M |
| Victory Financial Group, LLC | 0.78% | Add +0.8% | 115,046 | $4.9M |
| Wolff Financial Management LLC | 1.27% | Add +3.0% | 115,010 | $4.9M |
| Mascoma Wealth Management LLC | 1.14% | Add +3.2% | 114,689 | $4.9M |
| Wrenne Financial Planning LLC | 2.29% | Add +12.6% | 114,324 | $4.9M |
| Arete Wealth Advisors, LLC | 0.34% | Add +61.6% | 113,701 | $4.9M |
| Boltwood Capital Management | 1.36% | Add +0.5% | 112,240 | $4.8M |
| Integrated Capital Management, LLC | 2.30% | Add +5.3% | 109,429 | $4.8M |
| Riversedge Advisors, LLC | 0.92% | Reduce -3.5% | 109,794 | $4.7M |
| Proffitt & Goodson Inc. | 0.71% | Add +9.2% | 109,639 | $4.7M |
| Municipal Employees' Retirement System of Michigan | 0.06% | No change | 107,144 | $4.6M |
| Phoenix Wealth Advisors | 1.89% | Add +34.8% | 105,558 | $4.5M |
| Bristlecone Advisors, LLC | 0.37% | Add +4.2% | 102,753 | $4.4M |
| Financial Enhancement Group LLC | 0.62% | Reduce -13.7% | 100,995 | $4.3M |
| Alliance Wealth Management Group | 1.09% | Reduce -4.1% | 100,564 | $4.3M |
| Ade, LLC | 2.26% | Reduce -0.6% | 99,219 | $4.2M |
| Cape Cod Five Cents Savings Bank | 0.39% | No change | 102,363 | $4.2M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -0.6% | 98,717 | $4.2M |
| Vertex Planning Partners, LLC | 0.87% | Add +92.8% | 97,940 | $4.2M |
| Blue Barn Wealth, LLC | 1.97% | Add +3.0% | 97,749 | $4.2M |
| Continuum Advisory, LLC | 0.50% | Add +5.8% | 97,558 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +10.2% | 96,702 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 96,176 | $4.1M |
| Ehrlich Financial Group | 2.66% | New | 96,170 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +23.1% | 95,040 | $4.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.53% | Add +5.0% | 93,790 | $4.0M |
| Kensington Asset Management, LLC | 0.30% | New | 93,373 | $4.0M |
| Key Financial Inc | 0.79% | Reduce -9.3% | 92,229 | $3.9M |
| Turning Point Benefit Group, Inc. | 2.96% | Reduce -2.0% | 91,362 | $3.9M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.78% | Add +0.3% | 90,575 | $3.9M |
| R. W. Roge & Company, Inc. | 2.20% | Add +32.6% | 90,477 | $3.9M |
| Asset Dedication, LLC | 0.28% | Reduce -0.0% | 89,121 | $3.8M |
| Harbor Advisory Corp. | 1.21% | Reduce -0.9% | 89,055 | $3.8M |
| Raleigh Capital Management Inc. | 1.58% | Reduce -38.0% | 88,340 | $3.8M |
| Vista Investment Management | 1.40% | Reduce -2.5% | 88,020 | $3.8M |
| Schwallier Wealth Management LLC | 2.28% | Add +28.4% | 87,300 | $3.7M |
| IFP Advisors, Inc | 0.11% | Add +14.5% | 87,011 | $3.7M |
| WBH Advisory Inc. | 0.32% | Add +71.4% | 86,684 | $3.7M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -20.4% | 85,806 | $3.7M |
| Single Point Partners, LLC | 0.80% | Add +1.1% | 85,703 | $3.7M |
| Tranquilli Financial Advisor LLC | 2.24% | Reduce -6.4% | 84,512 | $3.6M |
| Certior Financial Group, LLC | 2.76% | Add +304.1% | 84,275 | $3.6M |
| SPC Financial, Inc. | 0.30% | Add +2.4% | 84,213 | $3.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +3.4% | 84,099 | $3.6M |
| Intrust Bank NA | 0.31% | Reduce -0.4% | 80,885 | $3.5M |
| BIP Wealth, LLC | 0.21% | Reduce -7.3% | 79,229 | $3.4M |
| Ervin Investment Management, LLC | 2.11% | Add +1.8% | 79,044 | $3.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +1.5% | 77,536 | $3.3M |
| Integrity Wealth Solutions LLC | 1.58% | Add +0.5% | 75,908 | $3.2M |
| Horizon Financial Services, LLC | 1.71% | Reduce -1.6% | 75,647 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -86.2% | 75,587 | $3.2M |
| Jim Saulnier & Associates, LLC | 2.19% | Reduce -5.8% | 75,035 | $3.2M |
| AE Wealth Management LLC | 0.02% | Reduce -21.6% | 74,841 | $3.2M |
| Parallel Advisors, LLC | 0.06% | Add +22.8% | 74,782 | $3.2M |
| Ironwood Wealth Management, LLC. | 1.16% | Reduce -24.4% | 74,093 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -1.1% | 74,046 | $3.2M |
| Independent Advisor Alliance | 0.09% | Add +25.8% | 73,901 | $3.2M |
| Boston Standard Wealth Management, LLC | 0.57% | Add +2.6% | 73,387 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Add +7.9% | 73,350 | $3.1M |
| YHB Investment Advisors, Inc. | 0.24% | Add +1.7% | 73,074 | $3.1M |
| Legacy Solutions, LLC | 2.97% | Add +4.2% | 72,608 | $3.1M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +5.8% | 71,594 | $3.1M |
| MA Private Wealth | 0.55% | Add +193.8% | 71,365 | $3.1M |
| Blair William & Co. | 0.01% | Add +30.3% | 71,210 | $3.0M |
| Colton Groome Financial Advisors, LLC | 1.02% | Add +2.2% | 70,574 | $3.0M |
| AQR Capital Management | 0.00% | Add +124.3% | 70,398 | $3.0M |
| Winch Advisory Services, LLC | 0.73% | Add +1.8% | 70,331 | $3.0M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +5.6% | 70,213 | $3.0M |
| Arq Wealth Advisors, LLC | 1.02% | No change | 75,425 | $3.0M |
| Partners in Financial Planning | 0.55% | Add +8.2% | 69,372 | $3.0M |
| Tobias Financial Advisors, Inc. | 0.50% | Add +42.4% | 68,461 | $2.9M |
| BayBridge Capital Group, LLC | 1.87% | Add +2.4% | 68,243 | $2.9M |
| Choreo, LLC | 0.04% | Reduce -1.4% | 68,155 | $2.9M |
| Peterson Wealth Advisors, LLC | 0.48% | Reduce -2.7% | 67,676 | $2.9M |
| Gladstone Institutional Advisory LLC | 0.12% | Reduce -1.4% | 67,248 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +11.1% | 67,092 | $2.9M |
| Summit Financial, LLC | 0.06% | Add +2.9% | 67,034 | $2.9M |
| Vise Technologies, Inc. | 0.12% | — | 66,939 | $2.9M |
| OLIO Financial Planning | 0.90% | Add +25.5% | 66,534 | $2.8M |
| FMR LLC | 0.00% | Add +29.2% | 66,007 | $2.8M |
| Moneco Advisors, LLC | 0.26% | Add +149.3% | 65,539 | $2.8M |
| Kera Capital Partners, Inc. | 0.55% | Add +264.4% | 65,370 | $2.8M |
| Western Wealth Management, LLC | 0.17% | Add +17.5% | 65,278 | $2.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.32% | Reduce -1.3% | 64,256 | $2.7M |
| Leslie Global Wealth, LLC | 1.46% | Add +6.3% | 63,791 | $2.7M |
| North Star Asset Management Inc. | 0.12% | Add +6.6% | 63,696 | $2.7M |
| Forthright Family Wealth Advisory LLC | 1.72% | Reduce -0.6% | 63,694 | $2.7M |
| Walkner Condon Financial Advisors LLC | 0.49% | Reduce -13.7% | 62,198 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Add +0.1% | 62,155 | $2.7M |
| ORBA Wealth Advisors, L.L.C. | 2.40% | Reduce -42.9% | 61,703 | $2.6M |
| Echo Wealth Management, LLC | 1.61% | Add +3.4% | 61,590 | $2.6M |
| Richardson Financial Services Inc. | 1.73% | Reduce -26.2% | 60,153 | $2.6M |
| Advisory Resource Group | 0.49% | Reduce -2.0% | 60,164 | $2.6M |
| Plan A Wealth LLC | 1.44% | Reduce -47.7% | 59,482 | $2.5M |
| Richmond Investment Services, LLC | 0.54% | Add +541.3% | 59,350 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.8% | 58,682 | $2.5M |
| Quent Capital, LLC | 0.24% | Reduce -5.8% | 58,515 | $2.5M |
| Independent Financial Group, LLC | 0.07% | Add +18.1% | 58,497 | $2.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.54% | Add +1.3% | 58,447 | $2.5M |
| FSB Premier Wealth Management, Inc. | 0.89% | Reduce -1.0% | 58,271 | $2.5M |
| PAX Financial Group, LLC | 0.47% | Reduce -15.1% | 58,102 | $2.5M |
| Partnership Wealth Management, LLC | 2.01% | Add +2.8% | 57,952 | $2.5M |
| Resonant Capital Advisors, LLC | 0.16% | Reduce -0.8% | 57,616 | $2.5M |
| Simon Quick Advisors, LLC | 0.12% | Reduce -2.1% | 57,481 | $2.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +68.3% | 57,271 | $2.4M |
| HBW Advisory Services LLC | 0.30% | Reduce -17.7% | 57,259 | $2.4M |
| Csenge Advisory Group | 0.13% | Reduce -0.8% | 59,505 | $2.4M |
| Higgins & Schmidt Wealth Strategies LLC | 1.34% | Reduce -2.1% | 56,643 | $2.4M |
| Balefire, LLC | 0.53% | Add +509.8% | 56,642 | $2.4M |
| Planwiser Financial, LLC | 2.04% | Reduce -26.2% | 54,968 | $2.4M |
| Occidental Asset Management, LLC | 0.32% | Add +3.1% | 54,454 | $2.3M |
| Norden Group LLC | 0.25% | Add +117.6% | 54,225 | $2.3M |
| SOA Wealth Advisors, LLC. | 0.42% | Add +46.3% | 54,003 | $2.3M |
| Diligent Investors, LLC | 0.54% | Add +9.2% | 53,636 | $2.3M |
| Koshinski Asset Management, Inc. | 0.17% | Reduce -8.7% | 53,084 | $2.3M |
| Callan Family Office, LLC | 0.07% | New | 53,031 | $2.3M |
| Meitav Investment House Ltd. | 0.03% | Add +0.1% | 52,422 | $2.2M |
| Gainplan LLC | 1.02% | Reduce -37.3% | 52,396 | $2.2M |
| Larson Financial Group LLC | 0.09% | Reduce -8.6% | 52,079 | $2.2M |
| Kathleen S. Wright Associates Inc. | 0.86% | Reduce -2.3% | 51,652 | $2.2M |
| RTD Financial Advisors, Inc. | 0.28% | Add +52.5% | 51,595 | $2.2M |
| Debussy Capital Management LP | 0.33% | Add +1.4% | 51,375 | $2.2M |
| Ieq Capital, LLC | 0.01% | Add +19.8% | 51,245 | $2.2M |
| Midwest Financial Network, LLC | 2.17% | Reduce -15.3% | 51,177 | $2.2M |
| Acorn Financial Advisory Services Inc. | 0.35% | Reduce -6.0% | 50,455 | $2.2M |
| McAdam, LLC | 0.12% | Reduce -1.5% | 49,644 | $2.1M |
| M&T Bank Corp | 0.01% | Reduce -2.4% | 49,541 | $2.1M |
| Fifth Third Securities, Inc. | 0.16% | Add +3.2% | 48,593 | $2.1M |
| Global Financial Private Client, LLC | 0.77% | Reduce -10.0% | 48,329 | $2.1M |
| HRT Financial LP | 0.01% | Add +722.9% | 47,997 | $2.1M |
| Diversify Advisory Services, LLC | 0.08% | Add +31.5% | 46,317 | $2.0M |
| Modera Wealth Management, LLC | 0.03% | Add +9.3% | 47,822 | $2.0M |
| Bison Wealth, LLC | 0.16% | Reduce -0.3% | 47,101 | $2.0M |
| Belpointe Asset Management LLC | 0.08% | Reduce -6.9% | 46,543 | $2.0M |
| Novus Advisors, LLC | 3.02% | Reduce -31.2% | 46,301 | $2.0M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | No change | 45,949 | $2.0M |
| Forbes Financial Planning, Inc. | 1.32% | Reduce -37.0% | 45,809 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -3.0% | 45,378 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | Reduce -3.8% | 44,904 | $1.9M |
| Matrix Trust Co | 0.30% | Add +521.6% | 44,436 | $1.9M |
| AdvisorNet Financial, Inc | 0.12% | Add +29.6% | 44,176 | $1.9M |
| MBA Advisors LLC | 0.85% | Reduce -9.7% | 43,084 | $1.8M |
| Fidelis Capital Partners, LLC | 0.17% | Add +33.9% | 42,054 | $1.8M |
| Rainier Family Wealth Inc. | 1.82% | Add +12.3% | 42,640 | $1.8M |
| Brown Financial Advisory | 1.00% | Reduce -10.8% | 42,338 | $1.8M |
| Strategic Financial Planning, Inc. | 1.12% | Reduce -2.5% | 42,116 | $1.8M |
| Compound Planning, Inc. | 0.07% | Reduce -0.3% | 42,009 | $1.8M |
| Topel & Distasi Wealth Management, LLC | 0.93% | No change | 41,670 | $1.8M |
| Global Endowment Management, LP | 0.24% | Reduce -4.5% | 41,627 | $1.8M |
| Cambridge Financial Group, LLC | 0.67% | No change | 41,594 | $1.8M |
| Smith, Moore & Co. | 0.15% | Reduce -0.4% | 41,252 | $1.8M |
| Seeds Investor LLC | 0.41% | Add +44.5% | 41,190 | $1.8M |
| IAG Wealth Partners, LLC | 0.23% | Reduce -0.1% | 41,091 | $1.8M |
| TD Private Client Wealth LLC | 0.04% | Add +3.9% | 40,803 | $1.7M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -14.2% | 40,261 | $1.7M |
| Vested Financial Planning, LLC | 1.52% | Add +3.2% | 40,005 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -5.3% | 39,858 | $1.7M |
| Idaho Trust Co | 0.61% | Reduce -3.4% | 39,789 | $1.7M |
| Wealth Advisors of Iowa, LLC | 0.63% | Add +1.5% | 39,618 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.4% | 39,608 | $1.7M |
| WESCAP Management Group, Inc. | 0.38% | Reduce -21.8% | 39,386 | $1.7M |
| Tudor Investment Corporation | 0.01% | Add +26.3% | 39,143 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.14% | Add +8.7% | 38,860 | $1.7M |
| Stonehearth Capital Management, LLC | 0.69% | Add +1.9% | 38,848 | $1.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.12% | Add +7.8% | 38,604 | $1.6M |
| Fortitude Family Office, LLC | 0.55% | New | 38,544 | $1.6M |
| Citadel Advisors | 0.00% | Add +22.3% | 38,476 | $1.6M |
| Cadent Capital Advisors, LLC | 0.54% | Add +569.0% | 38,338 | $1.6M |
| Ascent Group, LLC | 0.06% | Reduce -31.7% | 38,257 | $1.6M |
| Birch Financial Group, LLC | 1.30% | Add +5.4% | 38,020 | $1.6M |
| TAGStone Capital, Inc. | 0.67% | Add +1.1% | 36,975 | $1.6M |
| Foundations Investment Advisors, LLC | 0.03% | Add +13.6% | 37,421 | $1.6M |
| MAI Capital Management | 0.01% | Add +0.0% | 36,792 | $1.6M |
| World Investment Advisors | 0.04% | Add +45.9% | 36,333 | $1.6M |
| Trivant Custom Portfolio Group, LLC | 0.85% | Add +6.7% | 36,273 | $1.6M |
| NavPoint Financial, Inc. | 0.93% | Add +0.9% | 36,134 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +21.5% | 35,358 | $1.5M |
| Hofer & Associates. Inc | 0.94% | Reduce -0.8% | 35,086 | $1.5M |
| FF Advisors,LLC | 0.77% | No change | 34,930 | $1.5M |
| Maia Wealth LLC | 0.28% | Add +50.3% | 34,930 | $1.5M |
| Tempus Wealth Planning, LLC | 0.37% | Add +8.0% | 34,756 | $1.5M |
| Novem Group | 0.19% | Reduce -3.6% | 34,299 | $1.5M |
| Salomon & Ludwin, LLC | 0.14% | Add +46.3% | 33,754 | $1.5M |
| Prosperity Consulting Group, LLC | 0.11% | Add +329.4% | 33,825 | $1.4M |
| May Hill Capital, LLC | 0.47% | Add +0.3% | 33,733 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +28.3% | 33,715 | $1.4M |
| Kagan Cocozza Asset Management | 1.09% | Reduce -1.4% | 33,176 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.8% | 32,747 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +7.5% | 32,476 | $1.4M |
| Exchange Traded Concepts, LLC | 0.02% | New | 31,502 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.53% | Reduce -4.6% | 31,297 | $1.3M |
| PFG Advisors | 0.06% | Add +233.8% | 31,249 | $1.3M |
| Defined Wealth Management, LLC | 0.82% | Add +0.0% | 31,150 | $1.3M |
| SCS Capital Management LLC | 0.01% | Reduce -16.1% | 31,086 | $1.3M |
| CSM Advisors, LLC | 0.04% | Reduce -80.8% | 30,771 | $1.3M |
| Lifeworks Advisors, LLC | 0.20% | Reduce -5.1% | 30,790 | $1.3M |
| Brookwood Investment Group LLC | 0.21% | Add +36.9% | 30,788 | $1.3M |
| Financial Network Wealth Advisors LLC | 1.58% | Add +86.1% | 30,391 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.7% | 30,178 | $1.3M |
| IRON Financial LLC | 0.68% | Add +1.6% | 30,117 | $1.3M |
| International Private Wealth Advisors LLC | 1.10% | Reduce -27.1% | 30,073 | $1.3M |
| Liberty One Investment Management, LLC | 0.13% | Reduce -3.4% | 30,062 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.17% | Add +21.2% | 29,986 | $1.3M |
| Lockerman Financial Group, Inc. | 1.72% | Reduce -28.0% | 29,931 | $1.3M |
| JFS Wealth Advisors, LLC | 0.08% | Reduce -0.7% | 29,833 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +107.7% | 29,800 | $1.3M |
| Coppell Advisory Solutions LLC | 0.15% | Add +101.0% | 29,809 | $1.3M |
| Rosenberg Matthew Hamilton | 0.29% | Add +6.4% | 29,545 | $1.3M |
| Smartleaf Asset Management LLC | 0.11% | Add +316.4% | 29,389 | $1.3M |
| McNaughton Wealth Management, LLC | 0.56% | Add +5.8% | 29,143 | $1.2M |
| American Financial & Tax Strategies Inc. | 0.64% | No change | 29,039 | $1.2M |
| Lifestyle Asset Management, Inc. | 0.58% | Add +1.8% | 28,901 | $1.2M |
| Comprehensive Money Management Services LLC | 0.94% | Reduce -0.8% | 28,891 | $1.2M |
| Hilltop Holdings Inc. | 0.08% | Add +20.9% | 28,265 | $1.2M |
| Huntington National Bank | 0.01% | Add +15.6% | 28,226 | $1.2M |
| TRUE Private Wealth Advisors | 0.13% | Add +14.0% | 27,944 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | New | 27,667 | $1.2M |
| Kraft, Davis & Associates, LLC | 0.32% | Reduce -65.9% | 26,857 | $1.2M |
| Outlook Wealth Advisors, LLC | 0.30% | Reduce -31.1% | 27,270 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.39% | No change | 27,264 | $1.2M |
| Level Wealth Management LLC | 0.68% | New | 27,207 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -20.2% | 27,119 | $1.2M |
| Worth Financial Advisory Group, LLC | 0.71% | Reduce -4.0% | 27,074 | $1.2M |
| GK Wealth Management LLC | 1.15% | Add +48.5% | 27,035 | $1.2M |
| Frisch Financial Group, Inc. | 0.28% | Add +1.1% | 26,940 | $1.2M |
| Certified Advisory Corp | 0.12% | Add +95.2% | 26,586 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Add +1216.7% | 26,570 | $1.1M |
| &partners | 0.01% | New | 26,530 | $1.1M |
| BankPlus Wealth Management LLC | 0.75% | Add +40.3% | 26,512 | $1.1M |
| Watershed Private Wealth LLC | 0.41% | Reduce -19.5% | 26,391 | $1.1M |
| Calton & Associates, Inc. | 0.19% | Add +88.7% | 26,201 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +68423.7% | 26,039 | $1.1M |
| Banco Santander, S.A. | 0.01% | Reduce -90.2% | 25,907 | $1.1M |
| Secure Asset Management, LLC | 0.20% | Add +252.9% | 25,825 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.48% | Add +15.2% | 25,610 | $1.1M |
| G&S Capital LLC | 0.43% | Reduce -0.8% | 25,397 | $1.1M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -5.4% | 25,217 | $1.1M |
| Rockbridge Investment Management, LCC | 0.11% | Add +1.0% | 25,083 | $1.1M |
| Drucker Wealth 3.0, LLC | 0.20% | New | 24,752 | $1.1M |
| Magnolia Capital Advisors LLC | 0.27% | Add +3.8% | 24,665 | $1.1M |
| Gotham Asset Management | 0.01% | New | 24,481 | $1.0M |
| Orin Green Financial, LLC | 0.44% | Reduce -1.8% | 24,447 | $1.0M |
| Advisor OS, LLC | 0.10% | Add +243.5% | 24,370 | $1.0M |
| ShoreHaven Wealth Partners, LLC | 0.42% | Add +5.0% | 24,260 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +0.5% | 23,904 | $1.0M |
| Upper Left Wealth Management, LLC | 0.68% | Add +25.9% | 23,999 | $1.0M |
| Wallace Advisory Group, LLC | 0.73% | Add +46.9% | 25,609 | $1.0M |
| Hassell Wealth Management, LLC | 0.37% | Add +1.5% | 22,709 | $1.0M |
| Detalus Advisors, LLC | 0.29% | Reduce -14.4% | 23,362 | $999K |
| Renaissance Technologies | 0.00% | Add +54.3% | 23,300 | $996K |
| Wealthspire Retirement, LLC | 0.07% | Add +23.0% | 23,255 | $994K |
| Diversified Enterprises, LLC | 0.07% | Add +6.3% | 22,933 | $980K |
| Vicus Capital | 0.08% | Add +97.7% | 22,866 | $977K |
| Range Financial Group LLC | 0.38% | Add +1.7% | 22,833 | $976K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 22,770 | $973K |
| Alaska Wealth Advisors, LLC | 0.14% | No change | 22,642 | $968K |
| Leavell Investment Management, Inc. | 0.04% | No change | 22,477 | $961K |
| American National Bank & Trust | 0.10% | Add +50.1% | 22,462 | $960K |
| Valued Wealth Advisors LLC | 0.50% | Reduce -1.0% | 22,422 | $958K |
| Battery Global Advisors, LLC | 0.47% | No change | 22,356 | $956K |
| Rovin Capital /Ut/ | 0.29% | Reduce -0.0% | 22,281 | $952K |
| Apeiron RIA LLC | 0.24% | Reduce -1.9% | 22,134 | $946K |
| Montz Harcus Wealth Management LLC | 0.46% | Add +7.1% | 22,115 | $945K |
| Northwest Wealth Management, LLC | 0.17% | Add +3.5% | 21,848 | $934K |
| Northeast Financial Group, Inc. | 0.30% | Add +0.9% | 21,794 | $931K |
| Towerpoint Wealth, LLC | 0.41% | Add +84.7% | 21,774 | $931K |
| Triumph Capital Management | 0.28% | Add +2.4% | 21,558 | $921K |
| City State Bank | 0.29% | Reduce -1.6% | 21,426 | $916K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.3% | 21,416 | $915K |
| Jones Financial Companies LLLP | 0.00% | Add +19.1% | 21,236 | $905K |
| Diversify Wealth Management, LLC | 0.05% | Add +13.7% | 20,021 | $886K |
| Aire Advisors, LLC | 0.17% | Reduce -3.5% | 20,643 | $882K |
| Iams Wealth Management, LLC | 0.40% | Reduce -30.7% | 20,522 | $877K |
| Money Concepts Capital Corp. | 0.06% | Add +11.8% | 20,395 | $872K |
| Balboa Wealth Partners | 0.17% | Reduce -38.7% | 20,363 | $870K |
| Financial Advocates Investment Management | 0.07% | Reduce -76.6% | 20,356 | $870K |
| Three Cord True Wealth Management, LLC | 0.65% | Reduce -2.1% | 20,274 | $867K |
| Advance Capital Management, Inc. | 0.04% | Add +0.0% | 20,217 | $864K |
| Sheets Smith Wealth Management | 0.10% | Add +23.7% | 20,153 | $861K |
| Sunburst Financial Group, LLC | 0.19% | Reduce -0.2% | 20,127 | $860K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +51.8% | 19,997 | $855K |
| Penobscot Wealth Management | 0.30% | Add +39.1% | 19,833 | $848K |
| Private Trust Co. NA | 0.08% | Add +16.2% | 19,802 | $846K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -61.4% | 19,612 | $838K |
| Trinity Wealth Management, LLC | 0.33% | Reduce -4.8% | 19,575 | $837K |
| Waller Financial Planning Group, Inc. | 0.20% | Reduce -25.8% | 19,445 | $831K |
| Portland Financial Advisors Inc | 1.99% | Add +5.8% | 19,405 | $829K |
| Angeles Wealth Management, LLC | 0.06% | New | 19,400 | $829K |
| Virtu Financial LLC | 0.04% | New | 19,364 | $828K |
| American Investment Services, Inc. | 0.21% | Reduce -4.0% | 19,372 | $828K |
| Hurley Capital, LLC | 0.58% | Add +17.4% | 19,323 | $826K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.1% | 19,169 | $819K |
| USAdvisors Wealth Management, LLC | 0.30% | Add +1.1% | 18,885 | $807K |
| Cozad Asset Management Inc. | 0.07% | Add +26.1% | 18,834 | $805K |
| Family Investment Center, Inc. | 0.18% | Reduce -2.6% | 18,821 | $804K |
| Hughes Financial Services, LLC | 0.14% | Reduce -14.5% | 18,486 | $804K |
| HighMark Wealth Management LLC | 0.39% | Reduce -1.6% | 18,620 | $796K |
| Verus Capital Partners, LLC | 0.07% | Add +1.3% | 18,408 | $787K |
| Perennial Investment Advisors, LLC | 0.08% | Reduce -5.9% | 18,317 | $783K |
| M Holdings Securities, Inc. | 0.13% | Add +41.2% | 18,257 | $780K |
| Wedmont Private Capital | 0.03% | Reduce -0.0% | 18,179 | $779K |
| SYM FINANCIAL Corp | 0.09% | New | 18,152 | $776K |
| Nwam LLC | 0.04% | Add +207.5% | 18,005 | $774K |
| Marshall Wace, LLP | 0.00% | New | 17,979 | $768K |
| Spartan Planning & Wealth Management | 0.65% | Reduce -76.9% | 17,859 | $763K |
| Quantinno Capital Management LP | 0.00% | New | 17,467 | $747K |
| October Effect Ltd | 0.90% | — | 17,440 | $745K |
| Argent Trust Co | 0.03% | Reduce -3.8% | 17,395 | $743K |
| Valley Financial Group, Inc. | 0.45% | Reduce -1.9% | 17,388 | $743K |
| Canal Capital Management, LLC | 0.12% | Add +6.6% | 17,378 | $743K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 17,125 | $732K |
| Hilltop Partners LLC | 0.22% | Reduce -5.3% | 17,125 | $732K |
| Rooted Wealth Advisors, Inc. | 0.25% | Add +0.5% | 16,916 | $724K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.5% | 16,893 | $722K |
| Rede Wealth, LLC | 0.26% | Add +22.1% | 16,804 | $718K |
| Inman Jager Wealth Management, LLC | 0.48% | Reduce -1.2% | 16,770 | $717K |
| NewEdge Wealth, LLC | 0.01% | New | 16,194 | $710K |
| Coign Capital Advisors LLC | 0.47% | Reduce -0.9% | 16,401 | $701K |
| Gilbert & Cook, Inc. | 0.09% | Reduce -1.5% | 16,315 | $697K |
| Vantage Financial Partners, LLC | 0.16% | Add +4.0% | 16,311 | $697K |
| Natixis Advisors, LLC | 0.00% | Add +50.3% | 16,290 | $696K |
| Matauro, LLC | 0.13% | Add +46.4% | 16,283 | $696K |
| Independent Wealth Network Inc. | 0.25% | Add +0.1% | 16,238 | $694K |
| Morling Financial Advisors, LLC | 0.23% | Reduce -0.6% | 16,215 | $693K |
| Beacon Financial Group | 0.07% | Add +8.8% | 16,154 | $690K |
| Broadview Financial Management, LLC | 0.47% | Add +0.7% | 16,097 | $688K |
| Hirtle & Co., LLC | 0.03% | New | 16,017 | $685K |
| Susquehanna International Group, LLP | 0.00% | New | 15,982 | $683K |
| Curtis Advisory Group, LLC | 0.17% | Add +2.2% | 15,868 | $678K |
| United Asset Strategies, Inc. | 0.06% | Reduce -3.8% | 15,607 | $667K |
| Net Worth Advisory Group | 0.15% | Add +0.9% | 15,483 | $662K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.8% | 15,271 | $653K |
| Tyche Wealth Partners LLC | 0.13% | New | 15,192 | $649K |
| US Bancorp \de | 0.00% | Add +25.8% | 15,130 | $647K |
| Yukon Wealth Management, Inc. | 0.23% | Reduce -1.0% | 15,121 | $646K |
| Professional Financial Advisors, LLC | 0.15% | Add +0.4% | 15,070 | $644K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -0.6% | 15,056 | $643K |
| Hilltop Wealth Advisors, LLC | 0.36% | Reduce -2.2% | 14,869 | $636K |
| Apella Capital, LLC | 0.02% | Add +0.9% | 14,828 | $633K |
| Mgo One Seven LLC | 0.02% | Add +80.2% | 14,635 | $625K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +10.9% | 14,456 | $618K |
| Pacifica Partners Inc. | 0.25% | Reduce -0.1% | 14,457 | $616K |
| Autumn Glory Partners, LLC | 0.28% | New | 14,255 | $609K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.0% | 14,200 | $607K |
| Greystone Financial Group, LLC | 0.10% | New | 14,140 | $604K |
| Sound Financial Strategies Group, LLC | 0.51% | Add +0.5% | 14,084 | $602K |
| One Capital Management, LLC | 0.02% | Reduce -4.8% | 13,911 | $595K |
| Redwood Financial Network Corp | 0.40% | Add +19.7% | 13,904 | $594K |
| Retirement Income Solutions, Inc. | 0.11% | Reduce -16.6% | 13,759 | $588K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -89.9% | 13,647 | $583K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.0% | 13,640 | $583K |
| Cary Street Partners Investment Advisory LLC | 0.28% | Add +12.8% | 13,626 | $582K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 13,619 | $582K |
| Spectrum Planning & Advisory Services Inc. | 0.37% | Reduce -17.1% | 13,487 | $576K |
| National Wealth Management Group, LLC | 0.32% | Add +47.4% | 13,420 | $574K |
| Bravias Capital Group, LLC | 0.41% | Add +9.7% | 13,080 | $559K |
| Formidable Asset Management, LLC | 0.09% | No change | 14,147 | $557K |
| GWN Securities Inc. | 0.10% | Add +106.5% | 12,958 | $555K |
| XY Planning Network, Inc. | 0.19% | Add +12.0% | 12,911 | $552K |
| Orcam Financial Group | 0.47% | No change | 12,565 | $537K |
| Post Resch Tallon Group Inc. | 0.52% | Reduce -1.0% | 12,521 | $535K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 12,485 | $534K |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.8% | 12,441 | $532K |
| Mullaney, Keating & Wright, Inc. | 0.35% | Reduce -0.3% | 12,380 | $529K |
| Elios Financial Group Inc. | 0.24% | Add +4.8% | 12,263 | $524K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -19.3% | 12,255 | $524K |
| Gilman Hill Asset Management, LLC | 0.09% | Reduce -7.6% | 12,250 | $524K |
| Foundation Wealth Management, LLC\PA | 0.22% | Reduce -9.3% | 12,166 | $520K |
| TKG Advisors, LLC | 0.23% | Add +0.6% | 12,073 | $516K |
| Strategies Wealth Advisors, LLC | 0.06% | Add +1.2% | 12,058 | $515K |
| Watts Gwilliam & Co., LLC | 0.08% | No change | 11,002 | $514K |
| Hill Investment Group Partners, LLC | 0.07% | No change | 12,002 | $513K |
| Tennessee Valley Asset Management Partners | 0.13% | Add +4.3% | 11,858 | $507K |
| River Street Advisors LLC | 0.22% | Reduce -3.3% | 11,801 | $504K |
| Zhang Financial LLC | 0.02% | Add +92.5% | 11,792 | $504K |
| Stanich Group LLC | 0.45% | Reduce -11.2% | 11,722 | $502K |
| Old Second National Bank of Aurora | 0.11% | Add +0.3% | 11,709 | $500K |
| LBMC Investment Advisors, LLC | 0.04% | Add +37.1% | 11,705 | $500K |
| Convergence Financial, LLC | 0.09% | Reduce -3.8% | 11,694 | $500K |
| Sowell Financial Services LLC | 0.02% | Add +16.5% | 11,565 | $494K |
| Warner Financial, Inc. | 0.20% | No change | 11,544 | $493K |
| Resurgent Financial Advisors LLC | 0.27% | Add +4.5% | 11,526 | $493K |
| Life Planning Partners, Inc | 0.39% | Add +1.1% | 11,373 | $486K |
| Private Wealth Group, LLC | 0.26% | Add +9.3% | 11,352 | $485K |
| GPS Wealth Strategies Group, LLC | 0.06% | Add +2.0% | 11,337 | $485K |
| Richard W. Paul & Associates, LLC | 0.17% | Reduce -26.0% | 11,161 | $477K |
| Macroview Investment Management LLC | 0.39% | Add +5.6% | 11,106 | $475K |
| Scott Marsh Financial, LLC | 0.17% | — | 10,992 | $470K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10,976 | $469K |
| Keener Financial Planning LLC | 0.23% | Reduce -8.0% | 10,990 | $469K |
| ACT Advisors, LLC. | 0.22% | Add +0.7% | 10,936 | $467K |
| NBT Bank, N.A. | 0.03% | Reduce -1.5% | 10,911 | $466K |
| Sovran Advisors, LLC | 0.05% | Add +19.1% | 10,818 | $464K |
| Modern Wealth Management, LLC | 0.01% | Add +68.1% | 10,796 | $461K |
| Cooksen Wealth, LLC | 0.37% | Reduce -39.0% | 10,747 | $459K |
| BlackDiamond Wealth Management, LLC | 0.26% | Add +0.7% | 10,678 | $458K |
| K2 Financial Inc. | 0.40% | Add +4.9% | 10,586 | $456K |
| MJT & Associates Financial Advisory Group, Inc. | 0.57% | Reduce -7.4% | 10,672 | $456K |
| Summit Trail Advisors, LLC | 0.01% | No change | 10,566 | $452K |
| Sigma Planning Corp | 0.01% | Add +23.7% | 10,511 | $449K |
| 4WEALTH Advisors, Inc. | 0.46% | Add +8.6% | 10,427 | $446K |
| Mather Group, Llc. | 0.00% | Add +3.5% | 10,419 | $445K |
| Principal Securities, Inc. | 0.01% | Reduce -70.9% | 10,318 | $441K |
| Dravo Bay LLC | 0.21% | Reduce -3.6% | 10,267 | $439K |
| Tradewinds Capital Management, LLC | 0.11% | Reduce -2.4% | 10,219 | $437K |
| Bahl & Gaynor LLC | 0.00% | Add +17.5% | 10,160 | $434K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -12.9% | 10,112 | $432K |
| WealthPlan Investment Management, LLC | 0.03% | Add +16.9% | 10,076 | $431K |
| Destination Wealth Management | 0.01% | New | 9,985 | $427K |
| Claro Advisors Inc. | 0.07% | Add +6.0% | 9,953 | $425K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | No change | 9,842 | $421K |
| Synovus Financial Corp. | 0.01% | Add +0.0% | 9,824 | $420K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.8% | 9,728 | $416K |
| Dynamic Financial Group | 0.40% | Add +6.7% | 9,723 | $416K |
| First Trust Advisors LP | 0.00% | Add +2.8% | 9,682 | $414K |
| TSA Wealth Managment LLC | 0.15% | No change | 9,649 | $412K |
| SkyOak Wealth, LLC | 0.08% | Add +6.1% | 9,641 | $412K |
| Stevens Capital Partners | 0.15% | New | 9,301 | $405K |
| Insight Advisors, LLC/ PA | 0.06% | Add +0.3% | 9,400 | $402K |
| Waterloo Capital, L.P. | 0.03% | New | 9,200 | $393K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | Reduce -79.2% | 9,199 | $393K |
| Baird Financial Group, Inc. | 0.00% | Reduce -11.9% | 9,176 | $392K |
| Ameriflex Group, Inc. | 0.20% | Add +14.4% | 9,059 | $386K |
| Absolute Capital Management, LLC | 0.19% | Reduce -24.5% | 8,901 | $380K |
| Cabot Wealth Management Inc. | 0.05% | No change | 8,890 | $380K |
| Urban Financial Advisory Corp | 0.19% | Add +0.4% | 8,838 | $378K |
| BNP Paribas Financial Markets | 0.00% | Add +880400.0% | 8,805 | $376K |
| Regimen Wealth, LLC | 0.12% | New | 8,783 | $375K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -0.2% | 8,750 | $374K |
| Manhattan West Asset Management, LLC | 0.09% | Reduce -0.1% | 8,697 | $372K |
| Baker Tilly Wealth Management, LLC | 0.13% | Reduce -11.5% | 8,686 | $371K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Reduce -9.4% | 8,661 | $371K |
| Arkadios Wealth Advisors | 0.01% | Add +65.8% | 8,614 | $368K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -25.9% | 8,591 | $367K |
| Vantage Investment Partners, LLC | 0.03% | No change | 8,478 | $362K |
| FSM Wealth Advisors, LLC | 0.06% | Reduce -1.1% | 8,484 | $362K |
| Brighton Jones LLC | 0.01% | Add +10.7% | 8,416 | $360K |
| Pinnacle Family Advisors, LLC | 0.17% | Reduce -8.0% | 8,387 | $358K |
| Redmond Asset Management, LLC | 0.08% | Reduce -2.7% | 8,296 | $355K |
| Clarity Capital Advisors, LLC | 0.21% | Add +1.2% | 8,236 | $352K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 8,195 | $350K |
| Paradigm, Strategies in Wealth Management, LLC | 0.23% | No change | 8,143 | $348K |
| E&G Advisors, LLC | 0.09% | Reduce -2.5% | 8,058 | $344K |
| United Advisor Group, LLC | 0.06% | New | 8,028 | $343K |
| Firestone Capital Management | 0.08% | No change | 8,000 | $342K |
| Ascentis Wealth Management, LLC | 0.09% | Reduce -1.8% | 7,969 | $341K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -50.1% | 7,977 | $341K |
| Sterling Wealth Management, Inc. | 0.12% | — | 7,945 | $340K |
| Landmark Wealth Management, LLC | 0.14% | Add +1.4% | 7,933 | $339K |
| Client 1ST Advisory Group, LLC | 0.12% | New | 7,898 | $338K |
| Vestia Personal Wealth Advisors | 0.23% | Add +3.1% | 7,806 | $334K |
| Northern Trust Corp. | 0.00% | Reduce -9.0% | 7,748 | $331K |
| Trek Financial, LLC | 0.02% | Add +0.9% | 7,729 | $330K |
| Lantz Financial LLC | 0.08% | No change | 7,639 | $326K |
| First Heartland Consultants, Inc. | 0.03% | New | 7,584 | $324K |
| Kelly Financial Services LLC | 0.10% | Reduce -39.0% | 7,575 | $324K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -18.2% | 7,547 | $323K |
| Fisher Asset Management | 0.00% | New | 7,510 | $321K |
| TFB Advisors LLC | 0.08% | Add +8.1% | 7,476 | $320K |
| Wealth Advisors Northwest LLC | 0.17% | Reduce -2.3% | 7,475 | $319K |
| Quantitative Investment Management, LLC | 0.04% | New | 7,466 | $319K |
| Destiny Capital Corp | 0.19% | No change | 7,445 | $318K |
| Bank of Montreal | 0.00% | No change | 7,326 | $313K |
| Neuberger Berman Group LLC | 0.00% | New | 7,213 | $308K |
| Focus Financial Network, Inc. | 0.01% | Add +3.8% | 7,195 | $307K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.6% | 7,176 | $307K |
| Security Financial Services, INC. | 0.05% | Reduce -0.3% | 7,131 | $305K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,100 | $303K |
| Stephens Inc. | 0.00% | No change | 7,063 | $302K |
| Accurate Wealth Management, LLC | 0.05% | New | 7,006 | $300K |
| Balentine LLC | 0.01% | Add +0.9% | 6,984 | $298K |
| FreeGulliver LLC | 0.14% | No change | 6,870 | $294K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +7.8% | 6,853 | $293K |
| Fortis Capital Advisors, LLC | 0.05% | Reduce -22.8% | 6,805 | $291K |
| German American Bancorp, Inc. | 0.03% | No change | 6,711 | $287K |
| Financial Guidance Group, Inc. | 0.14% | No change | 6,688 | $286K |
| Davis Wealth Advisors, LLC | 0.30% | Reduce -0.1% | 6,667 | $285K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -11.4% | 6,556 | $280K |
| High Net Worth Advisory Group LLC | 0.07% | New | 6,523 | $279K |
| SIMA Wealth Partners, LLC | 0.22% | Reduce -18.2% | 6,474 | $277K |
| TFG Advisers LLC | 0.09% | Add +0.4% | 6,343 | $271K |
| Astoria Strategic Wealth, Inc. | 0.07% | No change | 6,270 | $268K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -20.1% | 6,228 | $266K |
| Whittier Trust Co. | 0.00% | No change | 6,220 | $266K |
| Curi Capital, LLC | 0.01% | New | 6,198 | $265K |
| Marino, Stram & Associates LLC | 0.05% | New | 6,180 | $264K |
| FSA Advisors, Inc. | 0.21% | Reduce -27.3% | 6,179 | $264K |
| StoneX Group Inc. | 0.01% | Reduce -0.8% | 6,170 | $264K |
| Aspect Partners, LLC | 0.13% | No change | 6,074 | $260K |
| Thrive Wealth Management, LLC | 0.04% | No change | 6,045 | $258K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.0% | 6,009 | $257K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -17.2% | 5,904 | $252K |
| True North Advisors, LLC | 0.05% | Reduce -31.5% | 5,871 | $251K |
| Capital CS Group, LLC | 0.41% | Reduce -2.8% | 5,850 | $250K |
| ORG Partners LLC | 0.05% | Reduce -4.6% | 5,812 | $249K |
| KPP Advisory Services LLC | 0.04% | New | 5,776 | $247K |
| Silverlake Wealth Management LLC | 0.07% | New | 5,760 | $246K |
| Weitzel Financial Services, Inc. | 0.10% | New | 5,614 | $246K |
| Fourpath Capital Management, LLC | 0.04% | Reduce -0.0% | 5,718 | $244K |
| Synergy Asset Management, LLC | 0.03% | New | 5,700 | $244K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -7.8% | 5,641 | $241K |
| Narus Financial Partners, LLC | 0.08% | Add +8.3% | 5,631 | $241K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 5,138 | $237K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.1% | 5,486 | $234K |
| Traction Financial Partners, LLC | 0.16% | New | 5,482 | $234K |
| Barnes Wealth Management Group, Inc | 0.14% | Reduce -0.8% | 5,441 | $233K |
| True Vision MN LLC | 0.13% | Reduce -43.9% | 5,402 | $231K |
| Vance Wealth, LLC | 0.08% | No change | 5,317 | $227K |
| Tilson Financial Group, Inc. | 0.09% | Reduce -1.4% | 5,307 | $227K |
| First Financial Group Corp | 0.22% | Reduce -2.5% | 5,306 | $227K |
| Evergreen Capital Management LLC | 0.01% | New | 5,302 | $227K |
| FC Advisory LLC | 0.07% | New | 5,297 | $226K |
| Eclectic Associates Inc. | 0.05% | Reduce -26.2% | 5,250 | $224K |
| Stone Summit Wealth LLC | 0.07% | Reduce -24.7% | 5,209 | $223K |
| KM Capital Management Ltd. | 0.11% | New | 5,205 | $222K |
| Meridian Wealth Management, LLC | 0.01% | New | 5,201 | $222K |
| Spire Wealth Management | 0.01% | Add +116.1% | 5,172 | $221K |
| Parkside Advisors LLC | 0.05% | New | 5,151 | $220K |
| IFG Advisors, LLC | 0.04% | New | 5,111 | $218K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 5,100 | $218K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -5.3% | 5,083 | $217K |
| Journey Strategic Wealth LLC | 0.01% | New | 5,016 | $214K |
| MSH Capital Advisors LLC | 0.06% | Reduce -5.1% | 4,998 | $214K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 4,948 | $211K |
| Towne Trust Company, N.A | 0.07% | Add +54.8% | 4,942 | $211K |
| JGP Wealth Management, LLC | 0.03% | New | 4,940 | $211K |
| Atlantic Union Bankshares Corp | 0.00% | New | 4,892 | $209K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 4,887 | $209K |
| Breakwater Investment Management | 0.08% | No change | 4,883 | $209K |
| Hobbs Group Advisors, LLC | 0.07% | Reduce -47.1% | 4,880 | $209K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -8.2% | 4,879 | $209K |
| Investments & Financial Planning, LLC | 0.12% | New | 4,870 | $208K |
| Ariadne Wealth Management, LP | 0.10% | New | 4,653 | $208K |
| Founders Financial Alliance, LLC | 0.05% | Add +22.4% | 4,842 | $207K |
| Two Sigma Securities, LLC | 0.03% | Reduce -29.8% | 4,816 | $206K |
| Oldfather Financial Services, LLC | 0.07% | New | 4,757 | $203K |
| Gateway Wealth Partners, LLC | 0.04% | New | 4,751 | $203K |
| Kavar Capital Partners Group, LLC | 0.03% | New | 4,730 | $202K |
| Abound Wealth Management | 0.06% | Add +1.4% | 4,724 | $202K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 4,701 | $201K |
| RMR Wealth Builders | 0.02% | New | 4,691 | $200K |
| Mutual Advisors, LLC | 0.01% | Reduce -20.2% | 4,565 | $200K |
| Silver Oak Securities, Incorporated | 0.02% | Add +2.0% | 4,469 | $191K |
| WealthShield Partners, LLC | 0.02% | Reduce -0.3% | 3,951 | $169K |
| Evolution Wealth Management Inc. | 0.19% | — | 3,686 | $158K |
| Bogart Wealth, LLC | 0.01% | No change | 3,621 | $155K |
| Copia Wealth Management | 0.13% | No change | 3,619 | $155K |
| Running Point Capital Advisors, LLC | 0.04% | Add +0.7% | 3,577 | $153K |
| Paladin Advisory Group, LLC | 0.11% | Reduce -20.7% | 3,507 | $150K |
| LRI Investments, LLC | 0.01% | No change | 3,387 | $145K |
| Brooklyn Investment Group | 0.02% | Add +318.6% | 3,370 | $144K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 3,349 | $143K |
| Rakuten Securities, Inc. | 0.05% | Add +104.6% | 3,185 | $136K |
| BlackRock, Inc. | 0.00% | No change | 3,088 | $132K |
| Raffa Wealth Management, LLC | 0.03% | Add +1.2% | 2,964 | $127K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,768 | $118K |
| Centricity Wealth Management, LLC | 0.09% | No change | 2,739 | $117K |
| SBI Securities Co., Ltd. | 0.00% | Add +28.7% | 2,694 | $115K |
| Glassman Wealth Services | 0.02% | Reduce -15.3% | 2,567 | $110K |
| Rialto Wealth Management, LLC | 0.03% | Add +60.8% | 2,530 | $108K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 2,397 | $102K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,350 | $100K |
| Binnacle Investments Inc | 0.06% | Add +24.6% | 2,206 | $94K |
| Valley National Advisers Inc. | 0.01% | Reduce -0.2% | 2,136 | $91K |
| MeadowBrook Investment Advisors LLC | 0.08% | New | 2,124 | $91K |
| Transce3nd, LLC | 0.04% | Reduce -6.4% | 1,989 | $85K |
| Rossby Financial, LCC | 0.03% | Add +268.8% | 1,914 | $82K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,837 | $79K |
| Compass Planning Associates Inc | 0.07% | Add +42.4% | 1,814 | $78K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -2.3% | 1,795 | $77K |
| Archer Investment Corp | 0.02% | No change | 1,723 | $74K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -91.6% | 1,577 | $67K |
| Clearstead Trust, LLC | 0.01% | New | 1,424 | $61K |
| WFA of San Diego, LLC | 0.04% | — | 1,363 | $58K |
| Hoese & Co LLP | 0.04% | No change | 1,243 | $53K |
| Tsfg, LLC | 0.01% | Add +18.9% | 1,180 | $50K |
| Main Management LLC | 0.00% | No change | 1,146 | $49K |
| Addison Advisors LLC | 0.01% | New | 1,145 | $49K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,122 | $48K |
| Ballast Advisors LLC | 0.01% | No change | 1,072 | $46K |
| Tidemark, LLC | 0.01% | Reduce -18.1% | 1,005 | $43K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +108.0% | 986 | $42K |
| National Bank of Canada | 0.00% | No change | 967 | $41K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +2.8% | 943 | $40K |
| Webster Bank, N. A. | 0.00% | New | 929 | $40K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 885 | $38K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -20.4% | 862 | $37K |
| Sachetta, LLC | 0.01% | Add +2263.9% | 851 | $36K |
| Anchor Investment Management, LLC | 0.00% | No change | 800 | $34K |
| Northwest Capital Management Inc | 0.02% | Reduce -71.9% | 756 | $32K |
| WealthCollab, LLC | 0.02% | No change | 748 | $32K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.2% | 673 | $29K |
| Safe Harbor Fiduciary, LLC | 0.03% | Add +16.1% | 655 | $28K |
| Centennial Bank | 0.01% | No change | 621 | $27K |
| Your Advocates Ltd., LLP | 0.01% | No change | 610 | $26K |
| Essential Partners LLC | 0.01% | — | 608 | $26K |
| Rothschild Investment LLC | 0.00% | No change | 590 | $25K |
| IMG Wealth Management, Inc. | 0.02% | No change | 561 | $24K |
| Investors Research Corp | 0.00% | No change | 535 | $23K |
| PrairieView Partners, LLC | 0.00% | No change | 516 | $22K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $21K |
| Future Financial Wealth Managment LLC | 0.01% | Reduce -0.2% | 483 | $21K |
| VSM Wealth Advisory, LLC | 0.01% | Add +64.5% | 477 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -1.0% | 474 | $20K |
| REAP Financial Group, LLC | 0.00% | No change | 472 | $20K |
| Headlands Technologies LLC | 0.00% | New | 471 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 468 | $20K |
| Evermay Wealth Management LLC | 0.00% | No change | 448 | $19K |
| Cedar Wealth Management, LLC | 0.01% | New | 429 | $18K |
| Accent Capital Management, LLC | 0.01% | No change | 400 | $17K |
| Covestor Ltd | 0.01% | Add +122.6% | 394 | $17K |
| Sage Mountain Advisors LLC | 0.00% | No change | 370 | $16K |
| Bellwether Advisors, LLC | 0.00% | No change | 357 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 356 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +374.7% | 356 | $15K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | New | 335 | $14K |
| Front Row Advisors LLC | 0.00% | No change | 311 | $13K |
| Phillips Financial Management, LLC | 0.00% | No change | 299 | $13K |
| Trust Co. of Vermont | 0.00% | New | 288 | $12K |
| HM Payson & Co. | 0.00% | No change | 277 | $12K |
| WPG Advisers, LLC | 0.01% | Add +25.1% | 274 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | Add +1.5% | 272 | $12K |
| Beacon Capital Management, LLC | 0.00% | Add +1.1% | 264 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -49.6% | 259 | $11K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 250 | $11K |
| Glenmede Investment Management, LP | 0.00% | — | 240 | $10K |
| Colonial Trust Co / SC | 0.00% | No change | 238 | $10K |
| Sound Income Strategies, LLC | 0.00% | Add +43.0% | 236 | $10K |
| Compass Financial Services Inc | 0.00% | Add +0.4% | 230 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 220 | $9K |
| Robinswood Financial LLC | 0.00% | New | 217 | $9K |
| AlphaCore Capital LLC | 0.00% | New | 200 | $9K |
| Franklin Resources Inc. | 0.00% | New | 200 | $9K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 196 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 195 | $8K |
| Blue Trust, Inc. | 0.00% | Add +200.0% | 192 | $8K |
| Woodside Wealth Management LLC | 0.01% | No change | 167 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 158 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 174 | $7K |
| Concord Wealth Partners | 0.00% | Reduce -56.3% | 156 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 150 | $6K |
| Bessemer Group Inc. | 0.00% | No change | 132 | $6K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 140 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 136 | $6K |
| Motco | 0.00% | New | 128 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 119 | $5K |
| Legacy Investment Solutions, LLC | 0.00% | — | 113 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | New | 113 | $5K |
| Kessler Investment Group, LLC | 0.00% | No change | 111 | $5K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 106 | $5K |
| Eastern Bank | 0.00% | No change | 72 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.7% | 59 | $3K |
| Realta Investment Advisors | 0.00% | No change | 70 | $3K |
| Operose Advisors LLC | 0.00% | No change | 63 | $3K |
| Keystone Financial Group, Inc. | 0.00% | Add +1.7% | 60 | $3K |
| Quaker Wealth Management, LLC | 0.00% | — | 60 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 60 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 43 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -84.8% | 43 | $2K |
| MTM Investment Management, LLC | 0.00% | New | 42 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 42 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 41 | $2K |
| Dagco, Inc. | 0.00% | New | 28 | $1K |
| Total Investment Management Inc. | 0.00% | New | 27 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 24 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 29 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 22 | $940 |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 9 | $398 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 8 | $344 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $128 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3 | $128 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 3 | $126 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $43 |
"% 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.