State Street SP PTF Em ETFSPEMETF
13F holders, Q1 2026 (March 31)1,005holders +22
73new positions
56sold out
3famous investors
$46.92avg. 13F price*
At the end of Q1 2026, 1,005 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 22 from Q4 2025. 73 opened new positions and 56 sold out. The largest holders were Creative Planning ($1.0B), Charles Schwab Investment Management Inc. ($858.8M) and Financial Engines Advisors L.L.C. ($789.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- State Street SP PTF Em ETF
- Filed as
- SPDR INDEX SHS FDS (Q1 2026)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $137.7M |
| Exits | 56 | $232.0M |
All 13F filers, Q4 2025 → Q1 2026: 28,014,900 shares bought and 18,758,641 shares sold, net +9,256,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,005 holders
| Creative Planning | 0.69% | Reduce -1.2% | 21,771,079 | $1.0B |
| Charles Schwab Investment Management Inc. | 0.13% | Add +15.3% | 18,307,901 | $858.8M |
| Financial Engines Advisors L.L.C. | 1.60% | Reduce -1.1% | 16,822,188 | $789.1M |
| LPL Financial LLC | 0.21% | Add +7.1% | 16,696,640 | $783.2M |
| Allworth Financial LP | 1.78% | Reduce -0.3% | 9,331,742 | $437.8M |
| Morgan Stanley | 0.03% | Add +28.3% | 8,976,812 | $421.1M |
| Envestnet Asset Management Inc. | 0.09% | Add +39.4% | 7,489,125 | $351.3M |
| Goldman Sachs Group Inc. | 0.04% | Add +5726.5% | 6,422,921 | $301.3M |
| State Street Corp. | 0.01% | Add +10.9% | 4,901,772 | $229.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.75% | — | 4,133,529 | $193.9M |
| Horizon Investments, LLC | 2.16% | Add +1.9% | 4,103,234 | $192.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -1.4% | 3,459,492 | $162.3M |
| Cerity Partners LLC | 0.22% | Add +17.5% | 3,259,172 | $152.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -24.4% | 3,120,569 | $147.7M |
| Cwm, LLC | 0.37% | Add +22.5% | 2,985,833 | $140.1M |
| HighTower Advisors, LLC | 0.14% | Add +9.0% | 2,863,686 | $134.3M |
| Bank of America Corp. | 0.01% | Reduce -36.4% | 2,457,927 | $115.3M |
| Vantagepoint Investment Advisers LLC | 0.94% | Reduce -9.5% | 2,376,441 | $111.5M |
| UBS Group AG | 0.02% | Add +26.1% | 2,360,627 | $110.7M |
| Betterment LLC | 0.19% | Add +21.6% | 2,148,733 | $100.8M |
| Focus Partners Wealth | 0.11% | Add +0.3% | 2,216,474 | $99.7M |
| Wells Fargo & Company | 0.02% | Add +8.6% | 2,108,190 | $98.9M |
| Raymond James Financial Inc. | 0.03% | Add +3.9% | 1,970,809 | $92.5M |
| Cetera Investment Advisers | 0.10% | Reduce -1.1% | 1,945,853 | $91.3M |
| Mariner, LLC | 0.10% | Add +4.8% | 1,898,596 | $89.0M |
| Envestnet Portfolio Solutions, Inc. | 0.49% | Reduce -12.8% | 1,885,529 | $88.5M |
| Assetmark, Inc. | 0.14% | Reduce -0.4% | 1,458,468 | $68.4M |
| Osaic Holdings, Inc. | 0.09% | Add +8.8% | 1,334,577 | $62.6M |
| Advisory Alpha, LLC | 1.71% | Add +16.6% | 1,330,362 | $62.4M |
| Equitable Holdings, Inc. | 0.39% | Add +8.0% | 1,309,760 | $61.3M |
| Corient Private Wealth LP | 0.09% | Reduce -3.5% | 1,273,662 | $59.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.7% | 1,203,837 | $54.7M |
| Royal Bank of Canada | 0.01% | Add +8.1% | 1,155,291 | $54.2M |
| Cassaday & Co Wealth Management LLC | 1.13% | Reduce -0.9% | 1,127,168 | $52.9M |
| NorthRock Partners, LLC | 0.85% | Reduce -0.2% | 1,124,639 | $52.8M |
| Private Advisor Group, LLC | 0.25% | Add +8.1% | 1,119,846 | $52.5M |
| Savvy Advisors, Inc. | 1.31% | Add +35.1% | 1,043,960 | $49.0M |
| Advocacy Wealth Management, LLC | 2.14% | Add +6.5% | 1,033,603 | $48.5M |
| Susquehanna International Group, LLP | 0.06% | New | 1,021,039 | $47.9M |
| WCG Wealth Advisors LLC | 1.34% | Add +2.9% | 1,018,948 | $47.8M |
| Stadion Money Management, LLC | 4.67% | Reduce -2.8% | 990,406 | $46.5M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +66.8% | 880,195 | $41.3M |
| Great Lakes Advisors, LLC | 0.34% | Add +22.2% | 872,116 | $40.9M |
| McNamara Financial Services, Inc. | 7.68% | Reduce -0.5% | 865,271 | $40.6M |
| Pathstone Holdings, LLC | 0.16% | Add +1.9% | 865,193 | $40.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +0.6% | 817,602 | $38.4M |
| Cutler Investment Counsel LLC | 3.87% | Reduce -1.8% | 801,642 | $37.6M |
| Elm Partners Management LLC | 1.63% | Reduce -5.6% | 826,995 | $37.6M |
| JNBA Financial Advisors | 3.11% | Reduce -1.1% | 794,939 | $37.3M |
| Integrated Wealth Concepts LLC | 0.30% | Add +11.8% | 790,812 | $37.1M |
| Sei Investments Co. | 0.03% | Add +0.2% | 788,565 | $37.0M |
| Impact Partnership Wealth, LLC | 4.55% | Add +59.9% | 785,788 | $36.9M |
| Signature Estate & Investment Advisors LLC | 0.74% | Add +6.7% | 774,130 | $36.3M |
| Koss-Olinger Consulting, LLC | 2.95% | Reduce -6.4% | 749,742 | $35.2M |
| GeoWealth Management, LLC | 1.25% | Add +1.5% | 741,710 | $34.8M |
| Axxcess Wealth Management, LLC | 1.10% | Add +5.7% | 728,883 | $34.2M |
| Capital Asset Advisory Services LLC | 1.31% | Add +7.4% | 666,463 | $34.1M |
| Park Avenue Securities LLC | 0.26% | Add +4.1% | 708,008 | $33.2M |
| Venturi Wealth Management, LLC | 1.46% | Add +6.8% | 690,861 | $32.4M |
| Global Strategic Investment Solutions, LLC | 3.19% | Reduce -0.8% | 690,687 | $32.4M |
| Financial Strategies Group, Inc. | 5.39% | Add +5.2% | 632,460 | $32.2M |
| MML Investors Services, LLC | 0.09% | Reduce -6.4% | 675,885 | $31.7M |
| NewEdge Advisors, LLC | 0.11% | Add +2.6% | 675,090 | $31.7M |
| St Germain D J Co. Inc. | 1.24% | Add +1.8% | 666,657 | $31.3M |
| AlphaStar Capital Management, LLC | 2.29% | Reduce -7.7% | 663,173 | $31.1M |
| BlueStem Wealth Partners, LLC | 3.34% | Reduce -35.0% | 640,166 | $30.0M |
| Matauro, LLC | 4.05% | Add +968.8% | 597,277 | $28.0M |
| Independent Advisor Alliance | 0.30% | Add +519.9% | 587,379 | $27.6M |
| CGN Advisors LLC | 2.17% | Reduce -0.9% | 585,941 | $27.5M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -12.1% | 583,560 | $27.4M |
| Vicus Capital | 1.97% | Add +32.6% | 571,782 | $26.8M |
| Tradewinds Capital Management, LLC | 5.20% | Reduce -19.6% | 558,565 | $26.2M |
| Cercano Management LLC | 1.11% | Reduce -14.5% | 548,897 | $25.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.8% | 528,743 | $24.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -38.0% | 491,528 | $23.0M |
| Ballentine Partners, LLC | 0.32% | Add +0.0% | 487,287 | $22.9M |
| Meeder Advisory Services, Inc. | 0.96% | Reduce -4.0% | 486,722 | $22.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +8.4% | 479,948 | $22.5M |
| KWB Wealth | 2.21% | Reduce -6.8% | 476,256 | $22.3M |
| Brio Consultants, LLC | 2.58% | Add +55.4% | 409,393 | $21.1M |
| Woodmont Investment Counsel LLC | 1.27% | Add +2.8% | 440,795 | $20.7M |
| Knightsbridge Asset Management, LLC | 2.80% | Add +1.4% | 440,147 | $20.6M |
| MA Private Wealth | 3.47% | Reduce -20.8% | 437,500 | $20.5M |
| Capital Wealth Management, LLC | 5.47% | Add +4.0% | 430,690 | $20.2M |
| Chaney Capital Management, Inc. | 7.11% | Add +0.8% | 430,119 | $20.2M |
| Range Advisory, LLC | 3.70% | Add +53.0% | 425,770 | $20.0M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.4% | 420,244 | $19.7M |
| Allen Capital Group, LLC | 1.76% | Add +1.2% | 415,708 | $19.5M |
| West Wealth Group, LLC | 3.79% | Reduce -22.5% | 408,658 | $19.2M |
| LPWM LLC | 4.50% | New | 380,104 | $17.8M |
| Flagship Harbor Advisors, LLC | 0.78% | Add +24.9% | 378,755 | $17.8M |
| Landmark Wealth Management, Inc. | 6.68% | Add +3.2% | 377,461 | $17.7M |
| Facet Wealth, Inc. | 0.30% | Add +11.9% | 372,711 | $17.5M |
| N.E.W. Advisory Services LLC | 1.29% | Add +0.7% | 367,377 | $17.2M |
| Valmark Advisers, Inc. | 0.20% | Reduce -29.0% | 365,144 | $17.1M |
| Luken Investment Analytics, LLC | 6.53% | Add +0.3% | 363,404 | $17.0M |
| Rodgers & Associates, LTD | 1.73% | Add +0.3% | 362,626 | $17.0M |
| Atlas Capital Advisors Inc. | 1.92% | Reduce -6.3% | 357,358 | $16.8M |
| Isthmus Partners, LLC | 1.71% | New | 347,279 | $16.3M |
| Capital Analysts, LLC | 0.43% | Add +3.5% | 346,383 | $16.3M |
| BlackRock, Inc. | 0.00% | Add +71.8% | 343,208 | $16.1M |
| Tortoise Investment Management, LLC | 1.30% | Add +0.9% | 336,843 | $15.8M |
| Tiaa Trust, National Association | 0.96% | Reduce -92.7% | 335,401 | $15.7M |
| Fort Point Capital Partners LLC | 2.02% | Reduce -3.1% | 328,084 | $15.4M |
| Merit Financial Group, LLC | 0.11% | Add +11.8% | 326,192 | $15.3M |
| Perigon Wealth Management, LLC | 0.26% | Reduce -24.9% | 307,267 | $14.4M |
| Financial Gravity Asset Management, Inc. | 2.55% | Add +2.0% | 304,934 | $14.3M |
| Summit Financial, LLC | 0.18% | Add +163.2% | 297,721 | $14.0M |
| Main Management ETF Advisors, LLC | 0.52% | Add +18.9% | 296,170 | $13.9M |
| RFG Advisory, LLC | 0.25% | Add +0.6% | 291,989 | $13.7M |
| Forbes J M & Co. LLP | 1.16% | Add +1.7% | 291,873 | $13.7M |
| Aptus Capital Advisors, LLC | 0.11% | Add +1.9% | 290,079 | $13.6M |
| KFG Wealth Management, LLC | 1.76% | Reduce -48.5% | 289,743 | $13.6M |
| SigFig Wealth Management, LLC | 0.39% | Reduce -1.7% | 286,774 | $13.5M |
| Hobart Private Capital, LLC | 2.64% | Reduce -1.7% | 286,067 | $13.4M |
| Compton Financial Group, LLC | 2.94% | Reduce -23.3% | 283,901 | $13.3M |
| Brookstone Capital Management | 0.15% | Add +37.9% | 282,689 | $13.3M |
| Geneos Wealth Management Inc. | 0.31% | Add +2.6% | 280,768 | $13.2M |
| Truefg, LLC | 3.42% | Add +1.6% | 275,306 | $12.9M |
| Daymark Wealth Partners, LLC | 0.40% | Add +7.2% | 273,432 | $12.8M |
| Old Mission Capital LLC | 0.30% | New | 273,364 | $12.8M |
| Second Line Capital, LLC | 2.37% | Add +2.4% | 244,079 | $12.5M |
| ERn Financial, LLC | 2.35% | Reduce -1.8% | 266,079 | $12.5M |
| Grey Fox Wealth Advisors, LLC | 2.38% | Add +28.4% | 263,119 | $12.3M |
| Peak Financial Management, Inc. | 3.11% | Add +0.5% | 261,256 | $12.3M |
| Sterneck Capital Management, LLC | 5.48% | Reduce -1.2% | 260,253 | $12.2M |
| Citigroup Inc. | 0.01% | Add +16.6% | 255,842 | $12.0M |
| Sentinel Pension Advisors, LLC | 1.77% | Add +4.8% | 255,748 | $12.0M |
| Midwest Capital Advisors, LLC | 5.59% | Reduce -37.5% | 255,169 | $12.0M |
| Wrapmanager Inc. | 4.08% | Reduce -5.6% | 250,076 | $11.7M |
| Marathon Strategic Advisors, LLC | 8.41% | Add +3.6% | 249,422 | $11.7M |
| JDM Financial Group LLC | 4.51% | Add +6.2% | 310,231 | $11.7M |
| Affiance Financial, LLC | 1.89% | Add +17.1% | 248,912 | $11.7M |
| Cascade Financial Partners, LLC | 1.20% | Add +5.8% | 248,602 | $11.7M |
| Gibbs Wealth Management | 1.53% | Add +120.9% | 247,499 | $11.6M |
| TRB Wealth Management, LLC | 1.61% | — | 242,142 | $11.4M |
| Waverly Advisors, LLC | 0.08% | Add +8.2% | 235,203 | $11.0M |
| Flow Traders U.S. LLC | 0.35% | New | 235,201 | $11.0M |
| LexAurum Advisors, LLC | 1.43% | — | 233,494 | $11.0M |
| TPG Financial Advisors, LLC | 3.54% | Add +1.7% | 231,880 | $10.9M |
| Aspire Private Capital, LLC | 2.43% | Add +1.9% | 229,648 | $10.8M |
| Heritage Family Offices, LLP | 4.74% | Reduce -33.0% | 227,858 | $10.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 4.85% | Reduce -0.7% | 227,777 | $10.7M |
| Detalus Advisors, LLC | 2.42% | Add +41.5% | 225,759 | $10.6M |
| Advyzon Investment Management, LLC | 0.94% | Add +0.6% | 224,605 | $10.5M |
| Atlas Private Wealth Advisors | 2.47% | Add +2.9% | 223,980 | $10.5M |
| Fifth Third Bancorp | 0.02% | Add +6374.0% | 223,613 | $10.5M |
| Harbour Investments, Inc. | 0.16% | Add +11.7% | 220,942 | $10.4M |
| Moneco Advisors, LLC | 0.80% | Add +59.3% | 220,859 | $10.4M |
| Victory Financial Group, LLC | 1.27% | Add +54.2% | 220,807 | $10.4M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Reduce -27.3% | 218,209 | $10.2M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +5.1% | 217,412 | $10.2M |
| Moss Adams Wealth Advisors LLC | 0.74% | Add +1.5% | 216,958 | $10.2M |
| Savant Capital, LLC | 0.05% | Add +56.1% | 214,339 | $10.1M |
| VestGen Advisors, LLC | 0.28% | Add +26.6% | 194,583 | $10.0M |
| AQR Capital Management | 0.00% | Add +76.1% | 212,213 | $10.0M |
| Summit Global Investments | 0.58% | Reduce -56.6% | 211,334 | $9.9M |
| Cobblestone Asset Management LLC | 4.34% | Reduce -11.3% | 205,616 | $9.6M |
| Signal Advisors Wealth, LLC | 0.66% | Add +18.2% | 204,658 | $9.6M |
| HighPoint Advisor Group LLC | 0.40% | Reduce -15.8% | 202,643 | $9.5M |
| Aquire Wealth Advisors, LLC | 2.49% | Reduce -5.8% | 202,211 | $9.5M |
| Integrity Alliance, Llc. | 0.36% | Add +2.4% | 202,099 | $9.5M |
| Capital Advisors Inc. | 0.15% | Reduce -51.2% | 200,476 | $9.4M |
| Integrated Investment Consultants, LLC | 1.97% | Add +4.8% | 198,316 | $9.3M |
| OneAscent Financial Services LLC | 0.50% | New | 195,155 | $9.2M |
| Truist Financial Corp. | 0.01% | Add +100.3% | 193,754 | $9.1M |
| Valtinson Bruner Financial Planning LLC | 2.47% | Reduce -1.8% | 191,350 | $9.0M |
| Arax Advisory Partners | 0.25% | Add +2.9% | 191,173 | $9.0M |
| Farther Finance Advisors, LLC | 0.08% | Add +240.5% | 190,009 | $8.9M |
| ONE Advisory Partners, LLC | 2.75% | Reduce -43.8% | 190,004 | $8.9M |
| My Portfolio Guide, LLC | 4.92% | — | 189,600 | $8.9M |
| Melone Private Wealth, LLC | 3.62% | Add +8.7% | 188,990 | $8.9M |
| Revisor Wealth Management LLC | 2.44% | Reduce -5.9% | 188,388 | $8.8M |
| Millington Financial Advisors, LLC | 3.68% | Add +4.1% | 171,409 | $8.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +197.7% | 182,669 | $8.6M |
| Values Added Financial LLC | 3.53% | Add +2.1% | 178,638 | $8.4M |
| Securian Asset Management, Inc. | 0.33% | Reduce -0.2% | 177,060 | $8.3M |
| Opes Wealth Management LLC | 1.40% | Add +1.6% | 174,870 | $8.2M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -33.9% | 174,275 | $8.2M |
| Clearstead Advisors, LLC | 0.07% | Add +8.2% | 173,574 | $8.1M |
| Fiduciary Alliance LLC | 0.48% | Reduce -7.2% | 156,181 | $7.9M |
| Brighton Securities Corp. | 3.78% | Reduce -2.3% | 167,322 | $7.8M |
| IHT Wealth Management, LLC | 0.18% | Add +30.0% | 165,962 | $7.8M |
| Gateway Wealth Partners, LLC | 0.30% | Add +107.2% | 163,531 | $7.7M |
| Financial Insights, Inc. | 2.45% | Add +6.3% | 161,469 | $7.6M |
| Capital Investment Management, Inc. | 2.60% | Reduce -7.8% | 161,248 | $7.6M |
| Uptown Financial Advisors LLC | 5.92% | Add +9.0% | 156,103 | $7.3M |
| WealthTrak Capital Management LLC | 5.23% | Add +6.3% | 156,071 | $7.3M |
| Fonville Wealth Management LLC | 1.39% | Add +1.4% | 155,265 | $7.3M |
| Windsor Capital Management, LLC | 2.18% | Reduce -2.6% | 155,218 | $7.3M |
| Trilogy Capital Inc. | 0.32% | Add +2.0% | 154,523 | $7.2M |
| David Kennon Inc | 2.59% | Reduce -0.5% | 153,844 | $7.2M |
| Portside Wealth Group, LLC | 0.98% | Reduce -43.0% | 153,617 | $7.2M |
| ProVise Management Group, LLC | 0.51% | Add +0.8% | 151,263 | $7.1M |
| Brooklyn FI, LLC | 1.47% | Add +3.5% | 149,217 | $7.0M |
| Signet Financial Management, LLC | 0.77% | Reduce -2.3% | 147,068 | $6.9M |
| Founders Financial Securities LLC | 0.39% | Add +4.2% | 140,501 | $6.9M |
| &partners | 0.03% | Add +40.9% | 145,866 | $6.8M |
| Renaissance Technologies | 0.01% | Add +579.0% | 145,300 | $6.8M |
| Wealth Alliance Advisory Group, LLC | 1.07% | Reduce -0.6% | 144,606 | $6.8M |
| Pure Financial Advisors, LLC | 0.10% | Add +9.2% | 143,845 | $6.7M |
| Optimist Retirement Group LLC | 2.95% | Reduce -0.9% | 142,731 | $6.7M |
| Archer Investment Management, LLC | 2.81% | Add +131.9% | 142,494 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -32.6% | 142,262 | $6.7M |
| CreativeOne Wealth, LLC | 0.15% | Add +34.1% | 141,082 | $6.6M |
| IFP Advisors, Inc | 0.14% | Add +8.5% | 139,014 | $6.5M |
| Cypress Wealth Services, LLC | 0.91% | Reduce -37.4% | 136,927 | $6.4M |
| Western Wealth Management, LLC | 0.24% | Add +103.9% | 136,744 | $6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +938.9% | 135,374 | $6.4M |
| CX Institutional | 0.19% | Reduce -1.7% | 135,291 | $6.3M |
| Delta Wealth Advisors LLC | 4.82% | Add +8.1% | 134,906 | $6.3M |
| Creative Financial Designs Inc. | 0.38% | Reduce -0.5% | 134,712 | $6.3M |
| Raleigh Capital Management Inc. | 2.16% | Add +14.3% | 133,385 | $6.3M |
| Palatine Hill Wealth Management, LLC | 5.36% | Add +2.9% | 131,213 | $6.2M |
| Capital Financial Group Inc\co\ | 3.28% | Add +0.6% | 127,406 | $6.0M |
| Wolff Financial Management LLC | 1.31% | Add +4.9% | 126,770 | $5.9M |
| Mascoma Wealth Management LLC | 1.23% | Add +2.8% | 126,500 | $5.9M |
| AE Wealth Management LLC | 0.03% | Add +17.1% | 125,841 | $5.9M |
| Mason & Associates, LLC | 1.35% | Reduce -1.5% | 125,388 | $5.9M |
| Simplicity Wealth,LLC | 0.33% | Add +23.7% | 125,368 | $5.9M |
| Vision Capital Management, Inc. | 0.73% | Reduce -0.7% | 123,110 | $5.8M |
| WBH Advisory Inc. | 0.42% | Add +17.7% | 120,091 | $5.7M |
| Rinkey Investments | 1.44% | Reduce -3.2% | 120,320 | $5.6M |
| Financial Planning Fort Collins, LLC | 4.36% | Add +7.8% | 108,890 | $5.6M |
| Walsh & Associates, LLC | 5.51% | Add +1.5% | 118,531 | $5.6M |
| Wrenne Financial Planning LLC | 2.16% | Add +3.5% | 117,502 | $5.5M |
| Probity Advisors, Inc. | 0.87% | Reduce -1.0% | 117,105 | $5.5M |
| Towercrest Capital Management | 0.85% | Add +1.8% | 116,631 | $5.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +44.7% | 113,424 | $5.3M |
| Financial Enhancement Group LLC | 0.66% | Add +4.6% | 103,456 | $5.3M |
| Vise Technologies, Inc. | 0.10% | No change | 112,510 | $5.3M |
| Boltwood Capital Management | 1.34% | Add +1.3% | 112,235 | $5.3M |
| Red Wave Investments LLC | 1.57% | Reduce -5.8% | 112,039 | $5.3M |
| Pinnacle Wealth Planning Services, Inc. | 0.54% | Add +2.5% | 111,670 | $5.2M |
| Seeds Investor LLC | 0.71% | Add +20.4% | 103,914 | $5.2M |
| Debussy Capital Management LP | 0.72% | Add +23.7% | 111,237 | $5.2M |
| Integrated Capital Management, LLC | 2.20% | Add +2.5% | 111,200 | $5.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.5% | 111,357 | $5.2M |
| Phoenix Wealth Advisors | 2.06% | Add +2.9% | 111,075 | $5.2M |
| North Star Asset Management Inc. | 0.23% | Add +76.0% | 110,941 | $5.2M |
| Blair William & Co. | 0.01% | Add +26.5% | 106,871 | $5.0M |
| Riversedge Advisors, LLC | 0.81% | Reduce -1.3% | 106,246 | $5.0M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -57.1% | 105,030 | $4.9M |
| Leslie Global Wealth, LLC | 2.59% | Add +23.0% | 104,841 | $4.9M |
| Horizon Financial Services, LLC | 2.13% | Add +30.8% | 102,720 | $4.8M |
| FMR LLC | 0.00% | Add +5.1% | 102,665 | $4.8M |
| Tobias Financial Advisors, Inc. | 0.67% | Add +48.4% | 102,313 | $4.8M |
| Intrust Bank NA | 0.39% | Add +22.8% | 101,187 | $4.7M |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 100,577 | $4.7M |
| Advisory Services Network, LLC | 0.06% | Reduce -8.1% | 100,079 | $4.7M |
| Belpointe Asset Management LLC | 0.17% | Add +14.5% | 99,622 | $4.7M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -10.9% | 99,014 | $4.6M |
| Proffitt & Goodson Inc. | 0.72% | Reduce -1.6% | 98,737 | $4.6M |
| Ade, LLC | 2.20% | Reduce -0.5% | 97,658 | $4.6M |
| Churchill Financial Advisors, LLC | 0.96% | Add +7.2% | 97,454 | $4.6M |
| Richmond Investment Services, LLC | 0.74% | Add +1.8% | 97,412 | $4.6M |
| Key Financial Inc | 0.81% | Add +3.3% | 97,141 | $4.6M |
| TCP Asset Management, LLC | 0.58% | New | 96,763 | $4.5M |
| Exencial Wealth Advisors, LLC | 0.14% | Reduce -1.5% | 95,859 | $4.5M |
| Ehrlich Financial Group | 2.58% | Reduce -34.5% | 95,844 | $4.5M |
| Financial Management, Inc. | 4.19% | Add +8.5% | 95,053 | $4.5M |
| Abound Financial, LLC | 1.92% | Reduce -56.8% | 93,642 | $4.4M |
| Collier Financial | 3.34% | Reduce -1.0% | 93,471 | $4.4M |
| Vista Investment Management | 1.47% | Add +1.8% | 93,212 | $4.4M |
| Cornerstone Wealth Management, LLC | 0.22% | Add +16.5% | 92,098 | $4.3M |
| Blueprint Investment Partners LLC | 0.44% | Add +17.7% | 92,044 | $4.3M |
| Great Point Wealth Advisors, LLC | 0.80% | Reduce -0.9% | 91,802 | $4.3M |
| Alliance Wealth Management Group | 0.94% | Add +1.9% | 91,269 | $4.3M |
| Optas, LLC | 0.65% | Add +0.3% | 90,890 | $4.3M |
| Advisor OS, LLC | 0.30% | Add +111.0% | 88,822 | $4.2M |
| AlphaCore Capital LLC | 0.10% | Reduce -4.2% | 88,554 | $4.2M |
| Ervin Investment Management, LLC | 2.43% | Add +4.6% | 88,449 | $4.1M |
| Axos Invest Inc. | 3.11% | Add +25.8% | 87,731 | $4.1M |
| R. W. Roge & Company, Inc. | 1.95% | Reduce -1.4% | 87,269 | $4.1M |
| Harbor Advisory Corp. | 1.22% | No change | 86,327 | $4.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.58% | Add +0.3% | 86,272 | $4.0M |
| YHB Investment Advisors, Inc. | 0.29% | Add +1.4% | 86,182 | $4.0M |
| Single Point Partners, LLC | 0.79% | Reduce -0.7% | 84,935 | $4.0M |
| SOA Wealth Advisors, LLC. | 0.72% | Add +1.1% | 81,304 | $3.8M |
| Quantinno Capital Management LP | 0.01% | Add +25.5% | 79,830 | $3.7M |
| Schwallier Wealth Management LLC | 2.73% | Reduce -2.0% | 79,618 | $3.7M |
| Turning Point Benefit Group, Inc. | 2.37% | Add +15.0% | 97,208 | $3.7M |
| Continuum Advisory, LLC | 0.36% | Reduce -4.0% | 79,364 | $3.7M |
| Shum Financial Group, Inc. | 2.63% | Add +2.6% | 79,256 | $3.7M |
| Choreo, LLC | 0.05% | Add +28.2% | 78,368 | $3.7M |
| Zinnia Wealth Advisory, LLC | 4.11% | Add +81.2% | 78,290 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +3.4% | 77,758 | $3.6M |
| Tranquilli Financial Advisor LLC | 2.09% | Reduce -7.0% | 76,436 | $3.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Reduce -0.2% | 76,211 | $3.6M |
| Integrity Wealth Solutions LLC | 1.40% | Reduce -0.2% | 76,099 | $3.6M |
| Independent Financial Group, LLC | 0.08% | Add +21.6% | 75,251 | $3.5M |
| Kera Capital Partners, Inc. | 0.43% | Add +2.6% | 74,788 | $3.5M |
| Winch Advisory Services, LLC | 0.79% | Reduce -0.4% | 73,446 | $3.4M |
| Arete Wealth Advisors, LLC | 0.26% | Reduce -47.2% | 72,662 | $3.4M |
| Balefire, LLC | 0.64% | Add +6.5% | 72,356 | $3.4M |
| Boston Standard Wealth Management, LLC | 0.55% | Reduce -2.2% | 71,809 | $3.4M |
| Midwest Financial Network, LLC | 2.68% | Reduce -26.9% | 72,015 | $3.4M |
| Foundations Investment Advisors, LLC | 0.04% | Add +17.1% | 71,866 | $3.4M |
| Partners in Financial Planning | 0.55% | Add +4.2% | 71,261 | $3.3M |
| Snowden Capital Advisors LLC | 0.09% | Add +4.5% | 71,020 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -22.8% | 70,450 | $3.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -5.5% | 68,682 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +62.4% | 70,597 | $3.2M |
| Colton Groome Financial Advisors, LLC | 0.91% | Reduce -1.7% | 68,041 | $3.2M |
| OLIO Financial Planning | 0.88% | Add +0.6% | 67,973 | $3.2M |
| Parallel Advisors, LLC | 0.06% | Reduce -0.7% | 67,287 | $3.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Add +98.6% | 67,190 | $3.2M |
| Legacy Solutions, LLC | 2.87% | Reduce -8.0% | 66,030 | $3.1M |
| Ironwood Wealth Management, LLC. | 0.87% | Reduce -4.5% | 64,858 | $3.0M |
| Drucker Wealth 3.0, LLC | 0.53% | Add +4.4% | 64,644 | $3.0M |
| HSBC Holdings PLC | 0.00% | New | 64,289 | $3.0M |
| Jim Saulnier & Associates, LLC | 1.46% | Reduce -2.7% | 64,065 | $3.0M |
| Principal Securities, Inc. | 0.04% | Add +96.0% | 64,004 | $3.0M |
| Kingsview Wealth Management, LLC | 0.04% | Add +101.4% | 63,834 | $3.0M |
| Legacy Wealth Partners, LLC | 0.74% | Add +8.7% | 63,295 | $3.0M |
| Retiremitten Financial LLC | 1.43% | — | 62,988 | $3.0M |
| Blueprint Financial Advisors LLC | 0.44% | Add +47.5% | 62,909 | $3.0M |
| Kingswood Wealth Advisors, LLC | 0.14% | Reduce -33.0% | 62,838 | $2.9M |
| Diversify Wealth Management, LLC | 0.05% | Add +266.4% | 58,227 | $2.9M |
| Kensington Asset Management, LLC | 0.16% | Reduce -73.8% | 62,270 | $2.9M |
| BIP Wealth, LLC | 0.12% | Reduce -10.6% | 62,235 | $2.9M |
| BayBridge Capital Group, LLC | 1.80% | No change | 62,040 | $2.9M |
| Simon Quick Advisors, LLC | 0.13% | Reduce -16.1% | 61,025 | $2.9M |
| Xena Financial Planning, LLC | 3.21% | Add +1.1% | 60,505 | $2.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +6.2% | 60,435 | $2.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.48% | Add +0.1% | 59,973 | $2.8M |
| Roan Capital Partners | 2.56% | — | 58,913 | $2.8M |
| Walkner Condon Financial Advisors LLC | 0.36% | Reduce -4.6% | 58,713 | $2.8M |
| Forefront Wealth Partners, LLC | 1.15% | Add +11.2% | 58,471 | $2.7M |
| Richardson Financial Services Inc. | 1.71% | Reduce -5.8% | 58,170 | $2.7M |
| Livet Wealth, LLC | 1.73% | Add +0.1% | 57,917 | $2.7M |
| Occidental Asset Management, LLC | 0.32% | Add +5.2% | 57,809 | $2.7M |
| Partnership Wealth Management, LLC | 2.04% | Reduce -3.8% | 57,009 | $2.7M |
| Sharkey, Howes & Javer | 0.36% | Reduce -24.9% | 56,784 | $2.7M |
| Salomon & Ludwin, LLC | 0.23% | Add +10.8% | 56,308 | $2.6M |
| FSB Premier Wealth Management, Inc. | 0.82% | Reduce -2.8% | 55,769 | $2.6M |
| Global Financial Private Client, LLC | 0.85% | Add +3.8% | 55,316 | $2.6M |
| Novus Advisors, LLC | 5.77% | Add +0.8% | 54,976 | $2.6M |
| Planwiser Financial, LLC | 1.86% | Reduce -8.2% | 51,058 | $2.6M |
| HBW Advisory Services LLC | 0.27% | Add +2.9% | 54,459 | $2.6M |
| Higgins & Schmidt Wealth Strategies LLC | 1.16% | Reduce -3.6% | 54,089 | $2.5M |
| McAdam, LLC | 0.11% | Reduce -3.9% | 53,649 | $2.5M |
| Bison Wealth, LLC | 0.24% | Add +66.2% | 47,619 | $2.5M |
| CSM Advisors, LLC | 0.06% | Reduce -9.9% | 52,916 | $2.5M |
| Stephens Inc. | 0.03% | Add +71.8% | 52,805 | $2.5M |
| Diligent Investors, LLC | 0.61% | Add +0.6% | 52,684 | $2.5M |
| Asset Dedication, LLC | 0.17% | Reduce -39.3% | 52,173 | $2.4M |
| Acorn Financial Advisory Services Inc. | 0.33% | Add +3.9% | 51,355 | $2.4M |
| Cadent Capital Advisors, LLC | 0.63% | Add +17.9% | 51,141 | $2.4M |
| Advisory Resource Group | 0.41% | Add +7.3% | 51,063 | $2.4M |
| Lifestyle Asset Management, Inc. | 0.78% | Add +5.5% | 50,991 | $2.4M |
| RTD Financial Advisors, Inc. | 0.29% | Reduce -1.2% | 50,881 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -9.7% | 50,613 | $2.4M |
| Resonant Capital Advisors, LLC | 0.12% | Reduce -9.8% | 50,462 | $2.4M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +22.4% | 50,395 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -0.5% | 50,259 | $2.4M |
| Apella Capital, LLC | 0.03% | Add +37.1% | 45,383 | $2.3M |
| BankPlus Wealth Management LLC | 1.19% | Add +18.7% | 49,150 | $2.3M |
| Quent Capital, LLC | 0.16% | Reduce -12.6% | 48,826 | $2.3M |
| Maia Wealth LLC | 0.39% | Add +26.9% | 48,538 | $2.3M |
| Peterson Wealth Advisors, LLC | 0.30% | Add +1.8% | 48,272 | $2.3M |
| PAX Financial Group, LLC | 0.39% | Reduce -5.8% | 48,191 | $2.3M |
| Two Sigma Securities, LLC | 0.26% | Add +944.2% | 47,345 | $2.2M |
| Hirtle & Co., LLC | 0.09% | No change | 47,285 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -0.8% | 47,172 | $2.2M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -0.0% | 42,948 | $2.2M |
| Theory Financial LLC | 0.77% | Add +76.3% | 46,888 | $2.2M |
| Vested Financial Planning, LLC | 1.67% | Add +9.7% | 46,808 | $2.2M |
| Huntington National Bank | 0.02% | Reduce -0.9% | 46,521 | $2.2M |
| Meitav Investment House Ltd. | 0.02% | Reduce -5.5% | 46,402 | $2.2M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | No change | 45,949 | $2.2M |
| Wealth Advisors of Iowa, LLC | 0.65% | Add +41.6% | 45,090 | $2.1M |
| IAG Wealth Partners, LLC | 0.23% | Reduce -0.5% | 44,838 | $2.1M |
| Global Endowment Management, LP | 0.23% | Add +8.7% | 44,805 | $2.1M |
| AdvisorNet Financial, Inc | 0.11% | Add +2.9% | 44,532 | $2.1M |
| Birch Financial Group, LLC | 1.21% | Add +7.8% | 44,088 | $2.1M |
| Compound Planning, Inc. | 0.06% | Add +2.6% | 44,065 | $2.1M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -2.7% | 43,878 | $2.1M |
| Kohmann Bosshard Financial Services, LLC | 0.20% | No change | 43,737 | $2.1M |
| HRT Financial LP | 0.01% | Add +773.1% | 43,392 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +7.5% | 43,339 | $2.0M |
| ORBA Wealth Advisors, L.L.C. | 2.41% | Reduce -14.4% | 43,023 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +20.4% | 42,919 | $2.0M |
| International Private Wealth Advisors LLC | 1.22% | Add +7.5% | 42,498 | $2.0M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -22.6% | 42,064 | $2.0M |
| Ieq Capital, LLC | 0.01% | Reduce -12.9% | 42,060 | $2.0M |
| Fidelis Capital Partners, LLC | 0.14% | No change | 42,054 | $2.0M |
| Lanark Financial, Inc. | 0.14% | Add +5.9% | 40,794 | $1.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.14% | Reduce -0.0% | 40,418 | $1.9M |
| Trivant Custom Portfolio Group, LLC | 1.03% | Add +10.4% | 40,106 | $1.9M |
| Sherman Wealth Management LLC | 1.61% | Add +6.6% | 39,962 | $1.9M |
| FF Advisors,LLC | 0.75% | Reduce -27.4% | 37,014 | $1.9M |
| Mosaic Family Wealth Partners, LLC | 0.19% | Add +24.9% | 39,509 | $1.9M |
| Cambridge Financial Group, LLC | 0.63% | Reduce -5.8% | 39,399 | $1.8M |
| Integrity Advisory Solutions, LLC | 0.24% | Add +5.2% | 39,238 | $1.8M |
| Brookwood Investment Group LLC | 0.23% | Add +7.0% | 39,126 | $1.8M |
| Hofer & Associates. Inc | 0.98% | Add +2.1% | 38,934 | $1.8M |
| Ascent Group, LLC | 0.06% | Reduce -3.0% | 38,693 | $1.8M |
| Tempus Wealth Planning, LLC | 0.42% | Add +7.0% | 38,508 | $1.8M |
| Strategic Financial Concepts, LLC | 0.44% | New | 38,148 | $1.8M |
| Lockerman Financial Group, Inc. | 3.22% | Add +4.5% | 38,111 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.4% | 37,403 | $1.8M |
| TAGStone Capital, Inc. | 0.62% | Reduce -0.3% | 37,361 | $1.8M |
| Bank of Montreal | 0.00% | Add +11.5% | 37,151 | $1.7M |
| Smartleaf Asset Management LLC | 0.06% | Add +15.9% | 38,230 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.0% | 36,801 | $1.7M |
| MAI Capital Management | 0.01% | Add +0.9% | 36,678 | $1.7M |
| Novem Group | 0.20% | Add +1.6% | 36,616 | $1.7M |
| NavPoint Financial, Inc. | 0.69% | Reduce -0.1% | 36,594 | $1.7M |
| WESCAP Management Group, Inc. | 0.34% | Reduce -1.5% | 36,433 | $1.7M |
| TD Private Client Wealth LLC | 0.03% | Reduce -7.1% | 35,603 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -0.1% | 35,600 | $1.7M |
| Topel & Distasi Wealth Management, LLC | 0.86% | Reduce -11.4% | 35,422 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.9% | 35,131 | $1.6M |
| Fortitude Family Office, LLC | 0.37% | Reduce -0.3% | 34,747 | $1.6M |
| Stonehearth Capital Management, LLC | 0.63% | Reduce -7.8% | 34,038 | $1.6M |
| G&S Capital LLC | 0.56% | Add +30.6% | 33,738 | $1.6M |
| Smith, Moore & Co. | 0.11% | Reduce -19.6% | 33,301 | $1.6M |
| SYM FINANCIAL Corp | 0.16% | Add +10.0% | 33,283 | $1.6M |
| Beacon Bridge Wealth Partners, LLC | 0.52% | Add +1.6% | 33,081 | $1.6M |
| Magnolia Capital Advisors LLC | 0.30% | Add +23.7% | 33,060 | $1.6M |
| McNaughton Wealth Management, LLC | 0.64% | Add +4.3% | 32,918 | $1.5M |
| Larson Financial Group LLC | 0.05% | Reduce -19.4% | 32,761 | $1.5M |
| Avior Wealth Management, LLC | 0.04% | Reduce -82.8% | 32,650 | $1.5M |
| Tyche Wealth Partners LLC | 0.23% | Reduce -37.7% | 32,443 | $1.5M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -12.2% | 32,425 | $1.5M |
| Maridea Wealth Management LLC | 0.22% | Reduce -3.7% | 32,418 | $1.5M |
| SCS Capital Management LLC | 0.02% | Add +3.0% | 32,018 | $1.5M |
| Towne Trust Company, N.A | 0.48% | Add +42.0% | 31,875 | $1.5M |
| Defined Wealth Management, LLC | 0.86% | Reduce -0.2% | 31,274 | $1.5M |
| Stevens Capital Partners | 0.35% | Add +174.8% | 31,262 | $1.5M |
| Alpha Advisors, LLC | 1.15% | Add +1.6% | 31,136 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +111.9% | 31,084 | $1.5M |
| Hurley Capital, LLC | 0.78% | Add +38.0% | 31,014 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -8.9% | 30,900 | $1.4M |
| Gotham Asset Management | 0.00% | No change | 30,705 | $1.4M |
| May Hill Capital, LLC | 0.36% | Reduce -1.6% | 30,632 | $1.4M |
| IRON Financial LLC | 0.62% | Add +0.1% | 30,260 | $1.4M |
| Outlook Wealth Advisors, LLC | 0.34% | Add +0.6% | 30,249 | $1.4M |
| Split Rock Private Trading & Wealth Management, LLC | 1.10% | New | 30,191 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Add +70.1% | 29,534 | $1.4M |
| Clear Creek Financial Management, LLC | 0.11% | Add +11.2% | 29,421 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Reduce -1.1% | 29,207 | $1.4M |
| Wedmont Private Capital | 0.04% | Add +6.3% | 27,722 | $1.4M |
| Brown Financial Advisory | 0.67% | Reduce -23.8% | 28,757 | $1.3M |
| Independent Wealth Network Inc. | 0.40% | Add +49.0% | 28,536 | $1.3M |
| World Investment Advisors | 0.02% | Reduce -47.4% | 28,524 | $1.3M |
| Kagan Cocozza Asset Management | 0.94% | Reduce -1.0% | 28,446 | $1.3M |
| Rosenberg Matthew Hamilton | 0.27% | Reduce -1.3% | 28,402 | $1.3M |
| American Financial & Tax Strategies Inc. | 0.65% | No change | 28,392 | $1.3M |
| Spire Wealth Management | 0.05% | Add +11.8% | 28,326 | $1.3M |
| Lifeworks Advisors, LLC | 0.17% | Reduce -6.2% | 28,317 | $1.3M |
| M Holdings Securities, Inc. | 0.09% | Add +29.4% | 25,186 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | New | 27,947 | $1.3M |
| Comprehensive Money Management Services LLC | 0.86% | Reduce -0.3% | 27,909 | $1.3M |
| Money Concepts Capital Corp. | 0.07% | Add +20.8% | 27,744 | $1.3M |
| Montz Harcus Wealth Management LLC | 0.52% | Add +14.8% | 27,430 | $1.3M |
| Calton & Associates, Inc. | 0.18% | Reduce -0.4% | 27,330 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.36% | No change | 27,264 | $1.3M |
| Norden Group LLC | 0.12% | Reduce -45.0% | 27,021 | $1.3M |
| Wealthspire Retirement, LLC | 0.08% | Add +2.7% | 26,989 | $1.3M |
| Formidable Asset Management, LLC | 0.20% | Add +11.7% | 27,035 | $1.3M |
| Diversified Enterprises, LLC | 0.07% | Add +9.7% | 26,536 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +145.0% | 26,391 | $1.2M |
| Onyx Bridge Wealth Group LLC | 0.13% | Reduce -35.1% | 26,073 | $1.2M |
| WLTH Capital Management, LLC | 0.96% | Reduce -5.7% | 26,060 | $1.2M |
| Selby Wealth Management, LLC | 0.48% | Add +5.6% | 25,965 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.43% | Add +3.9% | 25,792 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -18.0% | 25,756 | $1.2M |
| Fullerton Advisors, LLC | 1.25% | Add +1.0% | 25,750 | $1.2M |
| WealthPoint Financial, LLC | 1.01% | Add +20.7% | 25,716 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Reduce -46.2% | 25,586 | $1.2M |
| GTS Securities LLC | 0.04% | New | 25,427 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +23.0% | 25,379 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.54% | Add +0.2% | 25,013 | $1.2M |
| United Asset Strategies, Inc. | 0.09% | Add +0.9% | 24,806 | $1.2M |
| Sound Financial Strategies Group, LLC | 0.78% | Add +68.3% | 24,465 | $1.1M |
| Sanchez Levi Garrett | 0.72% | — | 24,460 | $1.1M |
| UNIVEST FINANCIAL Corp | 0.06% | Add +28.9% | 24,364 | $1.1M |
| Range Financial Group LLC | 0.38% | Add +2.0% | 24,330 | $1.1M |
| Liberty One Investment Management, LLC | 0.12% | Add +5.8% | 24,187 | $1.1M |
| October Effect Ltd | 1.30% | Add +26.3% | 24,065 | $1.1M |
| Balboa Wealth Partners | 0.19% | Reduce -2.0% | 24,023 | $1.1M |
| Integrity Wealth Partners, LLC | 1.01% | — | 23,805 | $1.1M |
| Hassell Wealth Management, LLC | 0.37% | Add +1.6% | 23,662 | $1.1M |
| Certified Advisory Corp | 0.10% | Reduce -9.9% | 23,585 | $1.1M |
| Nwam LLC | 0.06% | Add +25.8% | 22,903 | $1.1M |
| Arq Wealth Advisors, LLC | 0.19% | Reduce -10.3% | 22,858 | $1.1M |
| Leavell Investment Management, Inc. | 0.04% | Add +0.8% | 22,727 | $1.1M |
| One Capital Management, LLC | 0.03% | Add +30.9% | 22,605 | $1.1M |
| Alaska Wealth Advisors, LLC | 0.13% | No change | 22,547 | $1.1M |
| Penobscot Wealth Management | 0.31% | Add +2.1% | 22,536 | $1.1M |
| City State Bank | 0.27% | Reduce -0.1% | 22,469 | $1.1M |
| Rockbridge Investment Management, LCC | 0.09% | Reduce -6.4% | 22,359 | $1.0M |
| Battery Global Advisors, LLC | 0.56% | No change | 22,356 | $1.0M |
| Upper Left Wealth Management, LLC | 0.62% | Reduce -4.8% | 22,250 | $1.0M |
| Generation Capital Management LLC | 0.76% | Add +366.3% | 22,147 | $1.0M |
| Apeiron RIA LLC | 0.24% | Add +4.2% | 22,146 | $1.0M |
| Portland Financial Advisors Inc | 2.15% | Add +5.6% | 22,052 | $1.0M |
| Sheets Smith Wealth Management | 0.12% | Add +8.4% | 22,004 | $1.0M |
| Sanchez Gaunt Capital Management, LLC | 0.64% | — | 21,978 | $1.0M |
| Triumph Capital Management | 0.21% | Reduce -1.8% | 21,898 | $1.0M |
| Ritholtz Wealth Management | 0.02% | Add +0.1% | 21,772 | $1.0M |
| Legacy Edge Advisors, LLC | 0.11% | Add +2.0% | 21,749 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Add +2.8% | 21,753 | $1.0M |
| Jacobs Equity LLC | 0.91% | Add +111.3% | 21,626 | $1.0M |
| Hilltop Wealth Advisors, LLC | 0.60% | Add +46.4% | 21,500 | $1.0M |
| Trinity Wealth Management, LLC | 0.37% | Add +0.9% | 21,496 | $1.0M |
| Yukon Wealth Management, Inc. | 0.60% | Add +0.9% | 21,372 | $1.0M |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -45.1% | 21,196 | $994K |
| Level Wealth Management LLC | 0.46% | Add +0.6% | 21,074 | $989K |
| Iams Wealth Management, LLC | 0.34% | Reduce -2.6% | 21,068 | $988K |
| Vericrest Private Wealth | 0.89% | Reduce -2.3% | 21,050 | $987K |
| Aire Advisors, LLC | 0.18% | No change | 20,805 | $976K |
| Valued Wealth Advisors LLC | 0.40% | Reduce -4.0% | 20,780 | $975K |
| Towerpoint Wealth, LLC | 0.39% | Reduce -2.6% | 20,675 | $970K |
| Private Trust Co. NA | 0.09% | Add +16.4% | 20,652 | $969K |
| Maimon Wealth Management LTD. | 0.83% | No change | 20,845 | $948K |
| Quadrature Capital Ltd | 0.01% | New | 20,200 | $948K |
| Pacifica Partners Inc. | 0.31% | Add +19.2% | 20,082 | $942K |
| Three Cord True Wealth Management, LLC | 0.52% | Reduce -0.0% | 19,911 | $934K |
| American Investment Services, Inc. | 0.21% | Reduce -0.4% | 19,609 | $920K |
| Sentinel Advisory Group, LLC | 0.44% | — | 19,380 | $909K |
| United Advisor Group, LLC | 0.11% | Add +34.3% | 19,370 | $909K |
| Orin Green Financial, LLC | 0.37% | Reduce -5.4% | 19,263 | $904K |
| Canal Capital Management, LLC | 0.12% | Add +6.4% | 19,157 | $899K |
| Sunburst Financial Group, LLC | 0.17% | Reduce -6.5% | 19,107 | $896K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.2% | 19,073 | $895K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -73.6% | 19,062 | $894K |
| Redwood Financial Network Corp | 0.58% | Add +2.8% | 18,856 | $885K |
| MBA Advisors LLC | 0.33% | Reduce -0.9% | 18,483 | $867K |
| Hughes Financial Services, LLC | 0.13% | Reduce -0.2% | 18,375 | $862K |
| Verus Capital Partners, LLC | 0.06% | Reduce -2.1% | 18,280 | $858K |
| Financial Network Wealth Advisors LLC | 0.87% | Reduce -50.6% | 18,164 | $852K |
| Rooted Wealth Advisors, Inc. | 0.22% | Reduce -0.3% | 16,529 | $845K |
| Cresset Asset Management, LLC | 0.00% | Add +26.6% | 17,892 | $839K |
| Waller Financial Planning Group, Inc. | 0.18% | No change | 17,718 | $831K |
| Perennial Investment Advisors, LLC | 0.07% | Add +5.3% | 17,674 | $829K |
| Northeast Financial Group, Inc. | 0.22% | Reduce -10.8% | 17,620 | $827K |
| Mullaney, Keating & Wright, Inc. | 0.45% | Add +2.4% | 17,523 | $822K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.1% | 17,522 | $822K |
| Idaho Trust Co | 0.27% | Reduce -12.9% | 17,526 | $822K |
| National Wealth Management Group, LLC | 0.30% | Add +13.1% | 17,415 | $817K |
| Family Investment Center, Inc. | 0.16% | Reduce -1.2% | 17,302 | $812K |
| Rede Wealth, LLC | 0.29% | Reduce -0.5% | 17,240 | $809K |
| XY Planning Network, Inc. | 0.13% | Add +22.4% | 17,180 | $809K |
| Beacon Financial Group | 0.08% | Reduce -0.3% | 17,236 | $809K |
| Cozad Asset Management Inc. | 0.06% | Reduce -0.8% | 17,213 | $807K |
| Bravias Capital Group, LLC | 0.53% | Add +1.9% | 17,159 | $805K |
| NewEdge Wealth, LLC | 0.01% | Add +6.8% | 17,106 | $802K |
| USAdvisors Wealth Management, LLC | 0.27% | Reduce -4.5% | 17,645 | $802K |
| Lodestar Private Asset Management LLC | 0.08% | Add +208.6% | 17,085 | $801K |
| Plan A Wealth LLC | 0.38% | Reduce -23.5% | 17,067 | $801K |
| Valley Financial Group, Inc. | 0.43% | Add +1.5% | 17,008 | $798K |
| First Trust Advisors LP | 0.00% | Add +4.6% | 16,771 | $787K |
| Quantitative Investment Management, LLC | 0.08% | Add +58.4% | 16,732 | $784K |
| Frisch Financial Group, Inc. | 0.16% | Reduce -37.5% | 16,665 | $782K |
| Curtis Advisory Group, LLC | 0.17% | Add +0.5% | 16,662 | $782K |
| Inman Jager Wealth Management, LLC | 0.45% | Add +0.4% | 16,561 | $777K |
| Carnegie Investment Counsel | 0.02% | Add +23.8% | 16,542 | $776K |
| Gross & Hartman Investments LLC | 0.39% | Reduce -3.1% | 16,161 | $758K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +6.3% | 16,145 | $757K |
| Breachway Investments LLC | 0.73% | Add +3.0% | 16,073 | $757K |
| PCB Capital LLC | 1.19% | Add +10.1% | 16,127 | $756K |
| Rainier Family Wealth Inc. | 0.50% | Reduce -69.3% | 16,003 | $751K |
| Zhang Financial LLC | 0.03% | Add +34.6% | 15,983 | $750K |
| Broadview Financial Management, LLC | 0.51% | Reduce -1.0% | 15,970 | $749K |
| Traction Financial Partners, LLC | 0.46% | Add +100.2% | 15,959 | $749K |
| Net Worth Advisory Group | 0.15% | Add +2.7% | 15,891 | $745K |
| Jefferson Bridge Capital, LLC | 0.74% | Add +1.8% | 15,879 | $745K |
| Able Wealth Management LLC | 0.20% | New | 15,706 | $737K |
| Tennessee Valley Asset Management Partners | 0.10% | Add +11.3% | 15,695 | $736K |
| Watershed Private Wealth LLC | 0.23% | Reduce -31.1% | 15,692 | $736K |
| Sound Income Strategies, LLC | 0.04% | Add +39.6% | 15,624 | $735K |
| MB Generational Wealth, LLC | 0.40% | Reduce -2.1% | 15,535 | $729K |
| Winnacle Wealth LLC | 0.56% | Add +17744.8% | 15,525 | $728K |
| Argent Trust Co | 0.02% | Reduce -4.9% | 15,229 | $714K |
| TKG Advisors, LLC | 0.29% | Add +36.4% | 15,175 | $712K |
| Gilbert & Cook, Inc. | 0.09% | No change | 15,103 | $708K |
| Cary Street Partners Investment Advisory LLC | 0.18% | Add +3.2% | 15,080 | $707K |
| Morling Financial Advisors, LLC | 0.22% | Reduce -2.1% | 15,060 | $706K |
| Clearview Wealth Management LLC | 0.50% | — | 15,026 | $705K |
| HighMark Wealth Management LLC | 0.29% | Reduce -5.0% | 14,992 | $703K |
| Capital Developers, LLC | 0.63% | Reduce -2.0% | 14,980 | $703K |
| Private Wealth Group, LLC | 0.33% | Add +5.3% | 14,938 | $701K |
| Absolute Capital Management, LLC | 0.23% | Add +3.6% | 14,929 | $700K |
| BlackDiamond Wealth Management, LLC | 0.34% | Add +2.9% | 14,922 | $700K |
| Shelton Capital Management | 0.02% | New | 14,771 | $693K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -1.9% | 14,680 | $689K |
| CoreCap Advisors, LLC | 0.02% | Add +4.1% | 14,661 | $688K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -11.4% | 14,608 | $685K |
| LBMC Investment Advisors, LLC | 0.04% | Add +6.2% | 14,429 | $677K |
| Sowell Financial Services LLC | 0.03% | Add +6.8% | 14,417 | $676K |
| Coign Capital Advisors LLC | 0.35% | Reduce -2.6% | 14,376 | $674K |
| Black Diamond Financial, LLC | 0.07% | Reduce -0.2% | 14,339 | $673K |
| Arkadios Wealth Advisors | 0.01% | Add +80.9% | 14,332 | $672K |
| K2 Financial Inc. | 0.49% | Add +6.0% | 13,162 | $672K |
| Aegis Wealth Management, Inc. | 0.53% | Add +45.0% | 14,257 | $669K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +15.8% | 14,187 | $666K |
| Lido Advisors, LLC | 0.00% | Reduce -72.7% | 14,082 | $661K |
| RCW Management, LLC | 0.67% | Add +56.9% | 13,941 | $654K |
| Alliance Wealth Advisors, LLC | 0.14% | Reduce -90.8% | 13,915 | $653K |
| Orcam Financial Group | 0.46% | No change | 13,796 | $647K |
| Spartan Planning & Wealth Management | 0.48% | Reduce -43.9% | 13,778 | $646K |
| Spectrum Planning & Advisory Services Inc. | 0.31% | No change | 13,379 | $628K |
| Kraft, Davis & Associates, LLC | 0.13% | Add +147.2% | 12,199 | $624K |
| Hibernia Wealth Partners, LLC | 0.18% | New | 13,245 | $621K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | No change | 13,187 | $619K |
| Symphony Financial, Ltd. Co. | 0.08% | Add +1.3% | 13,239 | $610K |
| Westfuller Advisors, LLC | 0.26% | Add +134.8% | 12,718 | $597K |
| Summitry LLC | 0.02% | No change | 12,671 | $594K |
| Dynamic Financial Group | 0.48% | Add +12.6% | 12,501 | $586K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 12,485 | $586K |
| River Street Advisors LLC | 0.20% | Add +2.5% | 12,420 | $583K |
| Macroview Investment Management LLC | 0.41% | Add +5.7% | 12,393 | $581K |
| Gilman Hill Asset Management, LLC | 0.09% | No change | 12,250 | $575K |
| Post Resch Tallon Group Inc. | 0.46% | Reduce -2.4% | 12,134 | $571K |
| Bank of New York Mellon Corp | 0.00% | Reduce -95.5% | 12,165 | $571K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +16.9% | 12,121 | $569K |
| Stanich Group LLC | 0.43% | Reduce -6.5% | 11,950 | $561K |
| Mather Group, Llc. | 0.01% | Add +16.3% | 11,943 | $560K |
| Hilltop Partners LLC | 0.14% | Reduce -2.8% | 11,915 | $559K |
| Dravo Bay LLC | 0.23% | Reduce -1.7% | 11,892 | $558K |
| Bessemer Group Inc. | 0.00% | Add +11326.0% | 11,883 | $557K |
| US Bancorp \de | 0.00% | Reduce -38.0% | 11,831 | $555K |
| Foundation Wealth Management, LLC\PA | 0.20% | No change | 11,824 | $555K |
| Advance Capital Management, Inc. | 0.02% | No change | 11,797 | $553K |
| CIBC Bancorp USA Inc. | 0.00% | — | 11,794 | $553K |
| Three Bearings Fiduciary Advisors, Inc. | 0.54% | Reduce -2.1% | 11,788 | $553K |
| Hill Investment Group Partners, LLC | 0.06% | No change | 11,754 | $551K |
| Retirement Income Solutions, Inc. | 0.09% | Reduce -4.7% | 11,639 | $546K |
| Warner Financial, Inc. | 0.19% | No change | 11,544 | $542K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -37.9% | 11,496 | $539K |
| Life Planning Partners, Inc | 0.41% | No change | 11,466 | $538K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +20.8% | 11,464 | $538K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 11,342 | $532K |
| Apollon Financial, LLC | 0.07% | Add +129.3% | 11,169 | $524K |
| Old Second National Bank of Aurora | 0.11% | Reduce -0.0% | 11,165 | $524K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.7% | 11,145 | $523K |
| Strategic Investment Advisors / MI | 0.04% | Add +41.7% | 10,911 | $512K |
| Wallace Advisory Group, LLC | 0.55% | Reduce -79.5% | 10,905 | $512K |
| Gambit Capital Management, LLC | 0.37% | Add +32.5% | 10,890 | $511K |
| NBT Bank, N.A. | 0.03% | Add +0.6% | 10,841 | $509K |
| Summit Trail Advisors, LLC | 0.01% | Add +2.4% | 10,820 | $508K |
| Resurgent Financial Advisors LLC | 0.18% | Reduce -8.6% | 10,750 | $504K |
| Fortitude Financial, LLC | 0.26% | Reduce -72.9% | 10,649 | $500K |
| Stonebridge Financial Group, LLC | 0.04% | Reduce -7.5% | 10,504 | $493K |
| Brooklyn Investment Group | 0.02% | Add +81.2% | 10,407 | $488K |
| Destination Wealth Management | 0.01% | Reduce -2.8% | 10,291 | $483K |
| 4WEALTH Advisors, Inc. | 0.41% | Add +0.6% | 10,517 | $478K |
| Owen LaRue, LLC | 0.18% | Add +21.4% | 10,193 | $478K |
| Maripau Wealth Management LLC | 0.21% | Add +35.0% | 10,177 | $477K |
| Strategies Wealth Advisors, LLC | 0.05% | No change | 10,140 | $476K |
| Cooksen Wealth, LLC | 0.35% | Reduce -2.7% | 10,128 | $475K |
| WealthPlan Investment Management, LLC | 0.03% | No change | 10,076 | $473K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +9.0% | 10,005 | $469K |
| Urban Financial Advisory Corp | 0.17% | No change | 9,962 | $467K |
| Powers Advisory Group, LLC | 0.16% | Add +95.1% | 9,935 | $466K |
| Bahl & Gaynor LLC | 0.00% | Add +1.8% | 9,935 | $466K |
| Angeles Wealth Management, LLC | 0.03% | No change | 9,900 | $464K |
| Wiregrass Investment Management LLC | 0.38% | Add +1.1% | 9,898 | $464K |
| Keener Financial Planning LLC | 0.19% | No change | 9,763 | $457K |
| Claro Advisors Inc. | 0.06% | Reduce -0.6% | 9,732 | $457K |
| Landmark Wealth Management, LLC | 0.12% | Add +15.5% | 9,657 | $453K |
| ACT Advisors, LLC. | 0.19% | Reduce -4.0% | 9,653 | $453K |
| TSA Wealth Managment LLC | 0.15% | No change | 9,648 | $453K |
| SkyOak Wealth, LLC | 0.08% | Reduce -0.4% | 9,539 | $447K |
| Csenge Advisory Group | 0.02% | Add +10.6% | 9,509 | $446K |
| Neuberger Berman Group LLC | 0.00% | No change | 9,507 | $446K |
| Evolution Wealth Management Inc. | 0.32% | Add +0.1% | 9,457 | $444K |
| TFB Advisors LLC | 0.23% | Add +4.8% | 9,421 | $442K |
| Marino, Stram & Associates LLC | 0.08% | Add +4.0% | 9,395 | $441K |
| HUB Investment Partners, LLC | 0.01% | New | 9,343 | $438K |
| TSG Advice Partners, LLC | 0.07% | Reduce -0.1% | 9,339 | $438K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +4.2% | 9,333 | $438K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -13.1% | 9,313 | $437K |
| Greystone Financial Group, LLC | 0.12% | Reduce -32.5% | 9,238 | $433K |
| Breakwater Investment Management | 0.16% | Add +78.1% | 9,199 | $432K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +24.1% | 9,178 | $431K |
| Forbes Financial Planning, Inc. | 0.25% | No change | 9,132 | $428K |
| First Heartland Consultants, Inc. | 0.03% | Add +2.9% | 9,124 | $428K |
| Mgo One Seven LLC | 0.01% | Reduce -40.5% | 9,085 | $426K |
| Hopwood Nicholas Hunter | 0.14% | Add +3.4% | 9,070 | $425K |
| Carroll Advisory Group, LLC | 0.16% | Reduce -15.3% | 9,004 | $422K |
| Northern Trust Corp. | 0.00% | Add +13.5% | 8,944 | $420K |
| FreeGulliver LLC | 0.17% | Add +27.2% | 8,736 | $410K |
| Pinnacle Family Advisors, LLC | 0.19% | Reduce -0.9% | 8,725 | $409K |
| Insight Advisors, LLC/ PA | 0.08% | Add +0.5% | 8,690 | $408K |
| Manhattan West Asset Management, LLC | 0.08% | No change | 8,668 | $407K |
| BlueChip Wealth Advisors LLC | 0.18% | Add +66.2% | 8,596 | $403K |
| Richard W. Paul & Associates, LLC | 0.14% | Add +1.5% | 8,596 | $403K |
| RCS Financial Planning, LLC | 0.21% | Add +52.7% | 8,497 | $399K |
| FSM Wealth Advisors, LLC | 0.05% | Add +1.5% | 8,490 | $398K |
| Quadrant Capital Group LLC | 0.01% | Add +0.6% | 8,459 | $397K |
| Kelly Financial Services LLC | 0.10% | Reduce -0.0% | 8,432 | $396K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -6.8% | 8,375 | $393K |
| Clarity Capital Advisors, LLC | 0.18% | No change | 8,373 | $393K |
| Rossby Financial, LCC | 0.08% | Add +250.2% | 8,302 | $391K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +2.1% | 8,326 | $391K |
| Curi Capital, LLC | 0.01% | Add +0.2% | 8,319 | $390K |
| Autumn Glory Partners, LLC | 0.14% | Reduce -42.0% | 8,275 | $388K |
| Redmond Asset Management, LLC | 0.11% | Add +1.2% | 8,273 | $388K |
| PFG Advisors | 0.02% | Reduce -23.5% | 8,261 | $388K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 8,195 | $384K |
| Weitzel Financial Services, Inc. | 0.14% | Add +4.8% | 8,186 | $384K |
| Davis Wealth Advisors, LLC | 0.32% | Reduce -0.0% | 8,160 | $383K |
| Sovran Advisors, LLC | 0.03% | Reduce -17.0% | 7,443 | $381K |
| FSA Advisors, Inc. | 0.25% | Reduce -38.1% | 8,105 | $380K |
| Firestone Capital Management | 0.08% | No change | 8,003 | $375K |
| Waterloo Capital, L.P. | 0.03% | Reduce -11.9% | 7,978 | $374K |
| E&G Advisors, LLC | 0.08% | Add +0.1% | 7,938 | $372K |
| Kesler, Norman & Wride, LLC | 0.06% | Add +44.5% | 7,921 | $372K |
| Sterling Wealth Management, Inc. | 0.10% | Reduce -0.8% | 7,905 | $371K |
| Lantz Financial LLC | 0.08% | No change | 7,891 | $370K |
| KM Capital Management Ltd. | 0.25% | Reduce -20.0% | 7,066 | $369K |
| Legacy Wealth Advisors, LLC | 0.19% | No change | 7,840 | $368K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -18.6% | 7,793 | $366K |
| Virtue Capital Management, LLC | 0.06% | Add +5.1% | 8,039 | $366K |
| One Wealth Capital Management, LLC | 0.16% | Add +4.7% | 7,200 | $365K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -90.7% | 7,753 | $364K |
| Client 1ST Advisory Group, LLC | 0.11% | Reduce -1.8% | 7,735 | $363K |
| Brighton Jones LLC | 0.01% | New | 7,650 | $359K |
| E6 Portfolios, LLC | 0.37% | Add +13.4% | 7,550 | $354K |
| Clear Retirement Advice LLC | 0.27% | No change | 7,457 | $350K |
| Destiny Capital Corp | 0.19% | No change | 7,445 | $349K |
| Trek Financial, LLC | 0.02% | Reduce -14.8% | 7,429 | $349K |
| Chicago Partners Investment Group LLC | 0.01% | New | 6,759 | $345K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Reduce -3.2% | 7,343 | $344K |
| Secure Asset Management, LLC | 0.05% | Reduce -0.5% | 7,318 | $343K |
| Bci Securities, Inc. | 3.36% | New | 7,271 | $341K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +52.8% | 7,246 | $340K |
| Wilkerson Advisory Group LLC | 0.12% | Reduce -0.9% | 7,196 | $338K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -5.0% | 7,156 | $336K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Reduce -7.2% | 7,154 | $336K |
| Gerald Baker Financial Group LLC | 0.11% | — | 7,130 | $334K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,100 | $333K |
| True Vision MN LLC | 0.17% | Add +4.7% | 7,012 | $329K |
| Professional Financial Advisors, LLC | 0.07% | Reduce -53.5% | 6,984 | $328K |
| Focus Financial Network, Inc. | 0.01% | Add +0.0% | 6,943 | $326K |
| Cabot Wealth Management Inc. | 0.04% | Reduce -19.5% | 6,938 | $325K |
| Wealth Advisors Northwest LLC | 0.14% | Reduce -4.8% | 6,888 | $323K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -2.2% | 6,525 | $321K |
| Castleview Partners, LLC | 0.16% | Add +19.6% | 6,809 | $319K |
| SIMA Wealth Partners, LLC | 0.24% | Reduce -0.0% | 6,752 | $317K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -0.2% | 6,742 | $316K |
| Barnes Wealth Management Group, Inc | 0.16% | Add +20.6% | 6,722 | $315K |
| Financial Plan, Inc. | 0.03% | Reduce -9.2% | 6,719 | $315K |
| German American Bancorp, Inc. | 0.03% | No change | 6,711 | $315K |
| Financial Guidance Group, Inc. | 0.13% | No change | 6,688 | $314K |
| GWN Securities Inc. | 0.06% | Add +9.3% | 6,634 | $311K |
| Donalies Financial Planning, LLC | 0.26% | No change | 6,571 | $308K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | Reduce -1.9% | 6,493 | $305K |
| KPP Advisory Services LLC | 0.04% | Add +1.2% | 6,438 | $302K |
| APS Management Group, Inc. | 0.26% | Reduce -0.5% | 6,390 | $300K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 6,331 | $297K |
| Graetz Wealth LLC | 0.27% | Reduce -1.6% | 6,330 | $297K |
| Gilpin Wealth Management, LLC | 0.23% | Reduce -4.5% | 6,320 | $296K |
| Narus Financial Partners, LLC | 0.08% | Add +8.1% | 6,290 | $295K |
| Kelman-Lazarov, Inc. | 0.04% | Add +3.3% | 6,272 | $294K |
| Ethic Inc. | 0.00% | New | 6,239 | $293K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 6,239 | $292K |
| Whittier Trust Co. | 0.00% | No change | 6,220 | $292K |
| Astoria Strategic Wealth, Inc. | 0.07% | Reduce -0.5% | 6,177 | $290K |
| Thrive Wealth Management, LLC | 0.04% | Add +1.2% | 6,118 | $287K |
| Vestia Personal Wealth Advisors | 0.13% | Add +0.3% | 6,077 | $285K |
| Aspect Partners, LLC | 0.12% | No change | 6,074 | $285K |
| Fourpath Capital Management, LLC | 0.04% | No change | 6,068 | $285K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +27.9% | 5,990 | $281K |
| Prosperity Financial Group, Inc. | 0.10% | New | 5,895 | $277K |
| Connecticut Wealth Management, LLC | 0.01% | New | 5,830 | $273K |
| J2 Capital Management Inc | 0.18% | Add +6.7% | 5,743 | $269K |
| Trust Co | 0.03% | Add +26.6% | 5,723 | $268K |
| AlTi Global, Inc. | 0.01% | New | 5,657 | $265K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -10.4% | 5,593 | $262K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -11.3% | 5,546 | $260K |
| Venture Visionary Partners LLC | 0.01% | New | 5,513 | $259K |
| Cogent Private Wealth, Inc. | 0.19% | No change | 5,511 | $259K |
| Evergreen Capital Management LLC | 0.01% | Add +0.5% | 5,500 | $258K |
| Truepoint, Inc. | 0.01% | Add +27.6% | 5,474 | $257K |
| FC Advisory LLC | 0.07% | Add +2.0% | 5,410 | $254K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,391 | $253K |
| Qube Research & Technologies Ltd | 0.00% | New | 5,276 | $247K |
| True North Advisors, LLC | 0.03% | Reduce -13.7% | 5,275 | $247K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | Add +4.1% | 5,257 | $247K |
| Vawter Financial, Ltd. | 0.10% | No change | 5,254 | $246K |
| Mitchell Capital Management Co. | 0.04% | No change | 5,195 | $244K |
| Pacific Excel Wealth Advisors, Inc. | 0.26% | Add +3.4% | 5,183 | $243K |
| D.A. Davidson & Co. | 0.00% | Add +4.7% | 5,175 | $243K |
| IFG Advisors, LLC | 0.04% | No change | 5,142 | $241K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.8% | 5,141 | $241K |
| Fell Capital Management | 0.23% | Add +15.9% | 5,139 | $241K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 5,284 | $240K |
| Inspire Advisors, LLC | 0.02% | New | 5,119 | $240K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 5,100 | $239K |
| Van Diest Capital, LLC | 0.19% | Add +2.5% | 5,077 | $238K |
| Western Reserve Capital Management, LLC | 0.19% | Reduce -0.7% | 5,021 | $236K |
| Balentine LLC | 0.01% | Reduce -38.6% | 5,013 | $235K |
| JGP Wealth Management, LLC | 0.02% | Add +1.1% | 4,992 | $234K |
| Tilson Financial Group, Inc. | 0.07% | Reduce -7.7% | 4,980 | $234K |
| Abound Wealth Management | 0.05% | Add +3.7% | 4,941 | $232K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.18% | Reduce -17.6% | 4,920 | $231K |
| Eclectic Associates Inc. | 0.03% | No change | 4,910 | $230K |
| Hobbs Group Advisors, LLC | 0.07% | Add +0.4% | 4,898 | $230K |
| Keybank National Association | 0.00% | No change | 4,885 | $229K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -2.3% | 4,858 | $228K |
| Lutz Financial Services LLC | 0.02% | No change | 4,828 | $226K |
| OFS Enterprise LLC | 0.07% | — | 4,809 | $226K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 4,799 | $225K |
| MSH Capital Advisors LLC | 0.05% | No change | 4,775 | $224K |
| Kavar Capital Partners Group, LLC | 0.03% | No change | 4,732 | $222K |
| Security Financial Services, INC. | 0.03% | Reduce -14.4% | 4,695 | $220K |
| Prospera Financial Services Inc | 0.00% | New | 4,688 | $220K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -4.8% | 4,666 | $219K |
| Ariadne Wealth Management, LP | 0.10% | No change | 4,653 | $218K |
| Elevation Advisory Partners LLC | 0.20% | — | 4,277 | $215K |
| Sun Financial Inc | 0.11% | Reduce -4.6% | 4,093 | $214K |
| Capital CS Group, LLC | 0.44% | Reduce -16.1% | 4,547 | $213K |
| Burney Co./ | 0.01% | No change | 4,531 | $213K |
| Vertrix Wealth Management, LLC | 0.08% | — | 4,530 | $213K |
| Orographic Financial Advisors, LLC | 0.15% | — | 4,513 | $211K |
| Naples Global Advisors, LLC | 0.02% | Add +0.8% | 4,468 | $210K |
| Mutual Advisors, LLC | 0.00% | New | 4,462 | $209K |
| Headlands Technologies LLC | 0.02% | New | 4,423 | $207K |
| Topsail Wealth Management, LLC | 0.03% | Add +2.3% | 4,410 | $207K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -3.2% | 4,393 | $206K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,392 | $206K |
| Caprock Group, LLC | 0.01% | No change | 4,380 | $205K |
| True Blue Financial, LLC | 0.16% | New | 4,359 | $204K |
| Vance Wealth, LLC | 0.06% | Reduce -12.4% | 4,339 | $204K |
| Bensler, LLC | 0.02% | No change | 4,307 | $202K |
| Kickstand Ventures, Llc. | 0.04% | New | 4,293 | $201K |
| AssuredPartners Investment Advisors, LLC | 0.02% | New | 4,286 | $201K |
| Hershey Financial Advisers, LLC | 0.17% | New | 4,269 | $200K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -0.3% | 4,212 | $198K |
| Strategic Advisory Partners, LLC | 0.15% | New | 4,082 | $191K |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.5% | 4,072 | $191K |
| National Bank of Canada | 0.00% | No change | 3,873 | $182K |
| Vanguard Advisers Inc. | 0.00% | — | 3,773 | $177K |
| WealthShield Partners, LLC | 0.02% | Reduce -0.1% | 3,736 | $175K |
| Bogart Wealth, LLC | 0.01% | Add +2.8% | 3,721 | $175K |
| Barnes Dennig Private Wealth Management LLC | 0.17% | Add +268.9% | 3,718 | $174K |
| Paladin Advisory Group, LLC | 0.12% | No change | 3,471 | $163K |
| Copia Wealth Management | 0.11% | No change | 3,464 | $162K |
| LRI Investments, LLC | 0.01% | No change | 3,387 | $159K |
| Rakuten Securities, Inc. | 0.07% | Add +107.9% | 3,385 | $159K |
| Creekmur Asset Management LLC | 11.91% | — | 3,367 | $158K |
| Root Financial Partners, LLC | 0.01% | Add +19.9% | 3,362 | $158K |
| Raffa Wealth Management, LLC | 0.02% | No change | 2,989 | $140K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,768 | $130K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,743 | $129K |
| Glassman Wealth Services | 0.02% | Add +0.4% | 2,728 | $128K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.8% | 2,639 | $124K |
| KERR FINANCIAL PLANNING Corp | 0.09% | Reduce -50.0% | 2,390 | $121K |
| Bokf, NA | 0.00% | Add +19.5% | 2,560 | $120K |
| Rialto Wealth Management, LLC | 0.03% | No change | 2,528 | $119K |
| Investment Counsel Co. of Nevada | 0.26% | New | 2,492 | $117K |
| GAMMA Investing LLC | 0.01% | New | 2,436 | $114K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 2,397 | $112K |
| Signature Equity Partners, LLC | 0.06% | Add +21390.9% | 2,364 | $111K |
| Napier Financial, LLC | 0.03% | New | 2,360 | $111K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 2,124 | $100K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -5.0% | 2,108 | $99K |
| Archer Investment Corp | 0.02% | Add +15.2% | 1,986 | $93K |
| Dunhill Financial, LLC | 0.02% | No change | 1,984 | $93K |
| Tsfg, LLC | 0.01% | Add +27.5% | 1,964 | $92K |
| Synergy Investment Management, LLC | 0.03% | New | 1,897 | $89K |
| Ballast Advisors LLC | 0.02% | Add +1.4% | 1,780 | $84K |
| Clearstead Trust, LLC | 0.01% | Add +132.8% | 1,739 | $82K |
| Miller Capital Partners, Inc. | 0.04% | No change | 1,674 | $79K |
| Sunrise Financial Services, LLC | 0.05% | New | 1,609 | $75K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,608 | $75K |
| Covestor Ltd | 0.05% | Add +131.6% | 1,468 | $69K |
| UMB Bank, n.a. | 0.00% | New | 1,431 | $67K |
| WealthCollab, LLC | 0.03% | No change | 1,424 | $67K |
| Sachetta, LLC | 0.04% | Add +145.9% | 1,409 | $66K |
| MJT & Associates Financial Advisory Group, Inc. | 0.05% | Reduce -1.7% | 1,367 | $64K |
| WFA of San Diego, LLC | 0.05% | No change | 1,347 | $63K |
| Valley National Advisers Inc. | 0.01% | Reduce -38.8% | 1,307 | $61K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1,280 | $60K |
| Main Management LLC | 0.00% | No change | 1,282 | $60K |
| Front Row Advisors LLC | 0.02% | No change | 1,271 | $60K |
| Gould Capital, LLC | 0.04% | New | 1,252 | $59K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,163 | $55K |
| Addison Advisors LLC | 0.01% | No change | 1,145 | $54K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 1,128 | $53K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -88.1% | 1,053 | $49K |
| Hantz Financial Services, Inc. | 0.00% | Add +39.6% | 1,093 | $49K |
| Tidemark, LLC | 0.01% | No change | 1,007 | $47K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 995 | $47K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 946 | $44K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 943 | $44K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 931 | $44K |
| Kingdom Financial Group LLC. | 0.01% | No change | 931 | $44K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 862 | $40K |
| Signaturefd, LLC | 0.00% | No change | 857 | $40K |
| Stone House Investment Management, LLC | 0.01% | No change | 831 | $39K |
| Anchor Investment Management, LLC | 0.00% | No change | 800 | $38K |
| Key Capital Management, INC | 0.02% | Add +78600.0% | 787 | $37K |
| Gill Capital Partners, LLC | 0.01% | New | 722 | $34K |
| Robinswood Financial LLC | 0.01% | Add +218.0% | 690 | $32K |
| Destiny Wealth Partners, LLC | 0.00% | New | 688 | $32K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 685 | $32K |
| Legacy Bridge, LLC | 0.01% | Reduce -50.3% | 671 | $31K |
| Russell Investments Group, Ltd. | 0.00% | Add +27.2% | 645 | $30K |
| First Horizon Corp. | 0.00% | No change | 626 | $29K |
| Centennial Bank | 0.01% | No change | 621 | $29K |
| Your Advocates Ltd., LLP | 0.01% | No change | 611 | $29K |
| Essential Partners LLC | 0.01% | No change | 608 | $29K |
| Rothschild Investment LLC | 0.00% | No change | 590 | $28K |
| Ascentis Independent Advisors | 0.00% | New | 583 | $27K |
| IMG Wealth Management, Inc. | 0.02% | No change | 561 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +12.4% | 560 | $26K |
| First Command Advisory Services, Inc. | 0.00% | No change | 556 | $26K |
| REAP Financial Group, LLC | 0.01% | No change | 543 | $25K |
| Zions Bancorporation, National Association | 0.00% | New | 533 | $25K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 506 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $23K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 484 | $23K |
| CENTRAL TRUST Co | 0.00% | Add +1.1% | 473 | $22K |
| Tompkins Financial Corp. | 0.00% | New | 469 | $22K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 452 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 444 | $21K |
| Ameriflex Group, Inc. | 0.01% | No change | 438 | $21K |
| Maseco LLP | 0.00% | No change | 433 | $20K |
| Accent Capital Management, LLC | 0.01% | No change | 400 | $19K |
| Blue Trust, Inc. | 0.00% | New | 396 | $19K |
| Longview Financial Advisors LLC | 0.01% | No change | 372 | $17K |
| Sage Mountain Advisors LLC | 0.00% | No change | 370 | $17K |
| Ares Financial Consulting, LLC | 0.01% | No change | 334 | $16K |
| Blueline Advisors LLC | 0.01% | Reduce -11.8% | 329 | $15K |
| 3 Factor Indexing, LLC | 0.01% | — | 325 | $15K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 322 | $15K |
| Essential Investment Partners LLC | 0.01% | No change | 321 | $15K |
| WPG Advisers, LLC | 0.01% | No change | 315 | $15K |
| Evermay Wealth Management LLC | 0.00% | No change | 310 | $15K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 300 | $14K |
| Phillips Financial Management, LLC | 0.00% | No change | 299 | $14K |
| International Assets Investment Management, LLC | 0.00% | Reduce -65.8% | 294 | $14K |
| HM Payson & Co. | 0.00% | No change | 277 | $13K |
| MCF Advisors LLC | 0.00% | No change | 276 | $13K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 276 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 259 | $12K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 250 | $12K |
| Glenmede Trust Co. NA | 0.00% | No change | 240 | $11K |
| Davis Capital Management | 0.01% | No change | 239 | $11K |
| Colonial Trust Co / SC | 0.00% | No change | 238 | $11K |
| Westend Capital Management, LLC | 0.00% | New | 235 | $11K |
| Strive Financial Group ,LLC | 0.01% | No change | 234 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 220 | $10K |
| Burk Holdings LLC | 0.00% | New | 218 | $10K |
| Miller Global Investments, LLC | 0.01% | New | 215 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 196 | $9K |
| Fortis Group Advisors, LLC | 0.00% | No change | 195 | $9K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 193 | $9K |
| Eastern Bank | 0.00% | Add +293.8% | 189 | $9K |
| Legacy Wealth Managment, LLC | 0.00% | Add +18200.0% | 183 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 174 | $8K |
| Operose Advisors LLC | 0.00% | Add +166.7% | 168 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | New | 160 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 158 | $7K |
| Cambient Family Office, LLC | 0.00% | No change | 156 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 140 | $7K |
| Caitlin John, LLC | 0.00% | Reduce -96.8% | 130 | $6K |
| Chesapeake Asset Management LLC | 0.00% | No change | 129 | $6K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 117 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | New | 117 | $5K |
| Creative Capital Management Investments LLC | 0.00% | No change | 113 | $5K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 106 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 104 | $5K |
| Godsey & Gibb, Inc. | 0.00% | No change | 104 | $5K |
| Nova Wealth Management, Inc. | 0.00% | New | 98 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | New | 82 | $4K |
| Bullock Wealth Management Group | 0.00% | New | 81 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 80 | $4K |
| PlanVest Financial, Inc | 0.00% | — | 79 | $4K |
| Crewe Advisors LLC | 0.00% | Reduce -78.1% | 79 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 70 | $3K |
| American National Bank & Trust | 0.00% | No change | 68 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 60 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 60 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 53 | $2K |
| Networth Advisors, LLC | 0.00% | Add +4800.0% | 49 | $2K |
| First Pacific Financial | 0.00% | New | 46 | $2K |
| TopTier Wealth Management, LLC | 0.00% | New | 43 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 43 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 42 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 40 | $2K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 30 | $1K |
| Dagco, Inc. | 0.00% | No change | 27 | $1K |
| Simplex Trading, LLC | 0.00% | New | 27 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 26 | $1K |
| Truvestments Capital LLC | 0.00% | New | 24 | $1K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 24 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 22 | $1K |
| SHP Wealth Management | 0.00% | New | 19 | $891 |
| Strategic Advocates LLC | 0.00% | Reduce -71.4% | 16 | $751 |
| RHL Group, LLC | 0.00% | No change | 15 | $704 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 8 | $375 |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 7 | $310 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $141 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3 | $141 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.4% | 2 | $94 |
| Activest Wealth Management | 0.00% | New | 2 | $94 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $47 |
| Portus Wealth Advisors, LLC | 0.00% | New | 1 | $47 |
"% 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.