State Street SP PTF Em ETFSPEMETF
13F holders, Q2 2026 (June 30)1,036holders +31
79new positions
45sold out
4famous investors
$51.74avg. 13F price*
At the end of Q2 2026, 1,036 institutions reported holding State Street SP PTF Em ETF (SPEM) in their 13F filings, up 31 from Q1 2026. 79 opened new positions and 45 sold out. The largest holders were Creative Planning ($1.1B), Charles Schwab Investment Management Inc. ($975.0M) and LPL Financial LLC ($926.0M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- State Street SP PTF Em ETF
- Filed as
- SPDR INDEX SHS FDS (Q2 2026)
- CUSIP
- 78463X509
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $58.4M |
| Exits | 45 | $49.9M |
All 13F filers, Q1 2026 → Q2 2026: 16,383,501 shares bought and 26,110,632 shares sold, net −9,727,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,036 holders
| Creative Planning | 0.65% | Reduce -1.7% | 21,397,101 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.13% | Add +2.9% | 18,828,888 | $975.0M |
| LPL Financial LLC | 0.21% | Add +7.1% | 17,883,639 | $926.0M |
| Goldman Sachs Group Inc. | 0.06% | Add +73.5% | 11,142,176 | $576.9M |
| Morgan Stanley | 0.03% | Add +5.0% | 9,425,063 | $488.0M |
| Allworth Financial LP | 1.59% | Reduce -22.6% | 7,221,745 | $373.9M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -5.3% | 7,088,993 | $367.1M |
| State Street Corp. | 0.01% | Add +6.7% | 5,231,398 | $270.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.74% | Reduce -0.2% | 4,126,010 | $213.6M |
| Financial Engines Advisors L.L.C. | 0.36% | Reduce -76.9% | 3,892,454 | $201.6M |
| HighTower Advisors, LLC | 0.18% | Add +23.6% | 3,540,844 | $183.3M |
| Ameriprise Financial Inc. | 0.04% | Add +11.7% | 3,484,842 | $180.6M |
| Cerity Partners LLC | 0.21% | Add +3.6% | 3,376,307 | $174.8M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -2.9% | 3,360,781 | $174.0M |
| Horizon Investments, LLC | 1.90% | Reduce -18.4% | 3,348,734 | $173.4M |
| Vantagepoint Investment Advisers LLC | 0.94% | Add +2.0% | 2,423,495 | $125.5M |
| UBS Group AG | 0.02% | Add +1.6% | 2,398,745 | $124.2M |
| Bank of America Corp. | 0.01% | Reduce -5.1% | 2,333,463 | $120.8M |
| Wells Fargo & Company | 0.02% | Add +6.0% | 2,235,419 | $115.8M |
| Focus Partners Wealth | 0.11% | Reduce -3.1% | 2,148,441 | $111.2M |
| Envestnet Portfolio Solutions, Inc. | 0.53% | Add +12.6% | 2,123,055 | $109.9M |
| Betterment LLC | 0.18% | Reduce -2.3% | 2,099,840 | $108.7M |
| Cetera Investment Advisers | 0.09% | Reduce -0.4% | 1,938,678 | $100.4M |
| Raymond James Financial Inc. | 0.03% | Reduce -6.7% | 1,839,674 | $95.3M |
| Osaic Holdings, Inc. | 0.10% | Add +19.2% | 1,590,899 | $82.4M |
| Assetmark, Inc. | 0.13% | Add +3.3% | 1,506,098 | $78.0M |
| Private Advisor Group, LLC | 0.33% | Add +23.4% | 1,382,153 | $71.6M |
| Advisory Alpha, LLC | 1.70% | Add +0.3% | 1,335,026 | $69.1M |
| Equitable Holdings, Inc. | 0.40% | Reduce -0.6% | 1,302,040 | $67.4M |
| Royal Bank of Canada | 0.01% | Add +9.6% | 1,265,741 | $65.5M |
| Mariner, LLC | 0.07% | Reduce -33.7% | 1,258,087 | $65.1M |
| Corient Private Wealth LP | 0.08% | Reduce -8.4% | 1,166,521 | $60.4M |
| Cassaday & Co Wealth Management LLC | 1.08% | Reduce -1.5% | 1,110,730 | $57.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.6% | 1,112,313 | $57.1M |
| NorthRock Partners, LLC | 0.82% | Reduce -2.9% | 1,092,633 | $56.6M |
| WCG Wealth Advisors LLC | 1.27% | Add +1.3% | 1,032,371 | $53.5M |
| MML Investors Services, LLC | 0.11% | Add +48.3% | 1,002,068 | $51.9M |
| Elm Partners Management LLC | 1.81% | Add +17.8% | 973,914 | $50.4M |
| Stadion Money Management, LLC | 4.20% | Reduce -5.1% | 940,036 | $48.7M |
| BlueStem Wealth Partners, LLC | 4.57% | Add +38.3% | 885,440 | $45.8M |
| NewEdge Advisors, LLC | 0.14% | Add +30.3% | 879,360 | $45.5M |
| Great Lakes Advisors, LLC | 0.35% | Add +0.8% | 878,713 | $45.5M |
| Savvy Advisors, Inc. | 0.97% | Reduce -16.2% | 874,783 | $45.3M |
| McNamara Financial Services, Inc. | 7.73% | Add +0.0% | 865,525 | $44.8M |
| Pathstone Holdings, LLC | 0.13% | Reduce -0.8% | 858,390 | $44.4M |
| Beacon Pointe Advisors, LLC | 0.20% | Reduce -4.6% | 839,386 | $43.5M |
| Cutler Investment Counsel LLC | 3.94% | Add +0.8% | 808,417 | $41.9M |
| JNBA Financial Advisors | 3.12% | Add +0.3% | 796,899 | $41.3M |
| Signature Estate & Investment Advisors LLC | 0.73% | Add +1.8% | 788,100 | $40.8M |
| Integrated Wealth Concepts LLC | 0.27% | Reduce -0.7% | 785,289 | $40.7M |
| GeoWealth Management, LLC | 1.27% | Add +5.2% | 780,430 | $40.4M |
| Axxcess Wealth Management, LLC | 0.63% | Add +5.0% | 764,963 | $39.6M |
| Sei Investments Co. | 0.03% | Reduce -6.3% | 739,179 | $38.3M |
| Park Avenue Securities LLC | 0.23% | Add +2.4% | 725,002 | $37.5M |
| Capital Asset Advisory Services LLC | 1.33% | Add +6.8% | 711,629 | $36.8M |
| AlphaStar Capital Management, LLC | 2.31% | Add +5.8% | 701,995 | $36.3M |
| Venturi Wealth Management, LLC | 1.40% | Add +1.4% | 700,737 | $36.3M |
| Global Strategic Investment Solutions, LLC | 3.21% | Add +0.4% | 693,186 | $35.9M |
| St Germain D J Co. Inc. | 1.25% | Add +0.4% | 669,620 | $34.7M |
| Matauro, LLC | 4.44% | Add +8.5% | 647,952 | $33.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +17.1% | 619,011 | $32.1M |
| Range Advisory, LLC | 3.76% | Add +43.3% | 610,099 | $31.6M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -25.4% | 609,960 | $31.6M |
| Vicus Capital | 2.01% | Add +5.0% | 600,514 | $31.1M |
| CGN Advisors LLC | 2.17% | Reduce -2.2% | 572,818 | $29.7M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -3.2% | 564,667 | $29.2M |
| Impact Partnership Wealth, LLC | 2.70% | Reduce -31.8% | 535,689 | $27.7M |
| Savant Capital, LLC | 0.08% | Add +140.3% | 515,162 | $25.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.4% | 486,714 | $25.2M |
| Ballentine Partners, LLC | 0.31% | Reduce -0.4% | 485,211 | $25.1M |
| KWB Wealth | 2.11% | Add +0.0% | 476,296 | $24.7M |
| Meeder Advisory Services, Inc. | 0.87% | Reduce -5.7% | 459,082 | $23.8M |
| Woodmont Investment Counsel LLC | 1.28% | Add +2.6% | 452,274 | $23.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -7.4% | 455,253 | $23.3M |
| Knightsbridge Asset Management, LLC | 3.04% | Add +0.9% | 444,230 | $23.0M |
| BlackRock, Inc. | 0.00% | Add +27.9% | 438,923 | $22.7M |
| Capital Wealth Management, LLC | 5.42% | Add +1.1% | 435,418 | $22.5M |
| Allen Capital Group, LLC | 1.83% | Add +3.9% | 431,898 | $22.4M |
| Chaney Capital Management, Inc. | 6.99% | Reduce -0.1% | 429,538 | $22.2M |
| Brio Consultants, LLC | 2.57% | Add +3.6% | 424,043 | $22.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.2% | 419,491 | $21.7M |
| Landmark Wealth Management, Inc. | 7.15% | Add +10.5% | 417,135 | $21.6M |
| MA Private Wealth | 3.15% | Reduce -6.5% | 408,868 | $21.2M |
| Tradewinds Capital Management, LLC | 3.67% | Reduce -28.6% | 398,992 | $20.7M |
| Rodgers & Associates, LTD | 1.82% | Add +6.8% | 387,231 | $20.1M |
| Capital Advisors Inc. | 0.29% | Add +92.7% | 386,241 | $20.0M |
| LPWM LLC | 4.42% | Add +1.1% | 384,456 | $19.9M |
| Flagship Harbor Advisors, LLC | 0.75% | Reduce -0.1% | 378,284 | $19.6M |
| Merit Financial Group, LLC | 0.12% | Add +13.7% | 370,844 | $19.2M |
| Valmark Advisers, Inc. | 0.20% | Add +1.4% | 370,421 | $19.2M |
| Atlas Capital Advisors Inc. | 2.07% | Add +2.4% | 365,871 | $18.9M |
| Luken Investment Analytics, LLC | 6.59% | Add +0.2% | 364,088 | $18.9M |
| Global Retirement Partners, LLC | 0.29% | — | 362,989 | $18.8M |
| N.E.W. Advisory Services LLC | 1.24% | Reduce -2.3% | 358,906 | $18.6M |
| Facet Wealth, Inc. | 0.27% | Reduce -3.8% | 358,467 | $18.6M |
| Capital Analysts, LLC | 0.42% | Add +2.5% | 355,182 | $18.4M |
| Fort Point Capital Partners LLC | 1.92% | Add +5.7% | 346,612 | $17.9M |
| Isthmus Partners, LLC | 1.71% | Reduce -1.8% | 340,969 | $17.7M |
| Tortoise Investment Management, LLC | 1.30% | Reduce -0.2% | 336,148 | $17.4M |
| Tiaa Trust, National Association | 1.01% | Reduce -1.9% | 329,001 | $17.0M |
| West Wealth Group, LLC | 2.77% | Reduce -20.1% | 326,406 | $16.9M |
| Financial Strategies Group, Inc. | 2.67% | Reduce -48.2% | 327,729 | $16.8M |
| Old Mission Capital LLC | 0.42% | Add +17.8% | 321,979 | $16.7M |
| Main Management ETF Advisors, LLC | 0.50% | Add +7.7% | 318,850 | $16.5M |
| Financial Gravity Companies, Inc. | 2.61% | — | 310,423 | $16.1M |
| Arax Advisory Partners | 0.11% | Add +62.3% | 310,211 | $16.1M |
| Daymark Wealth Partners, LLC | 0.39% | Add +12.7% | 308,106 | $16.0M |
| KFG Wealth Management, LLC | 1.80% | Add +6.1% | 307,414 | $15.9M |
| Summit Financial, LLC | 0.17% | Add +1.9% | 303,250 | $15.7M |
| Aptus Capital Advisors, LLC | 0.11% | Add +2.9% | 298,336 | $15.4M |
| Geneos Wealth Management Inc. | 0.31% | Add +3.3% | 289,994 | $15.0M |
| Forbes J M & Co. LLP | 1.18% | Reduce -0.7% | 289,824 | $15.0M |
| Grey Fox Wealth Advisors, LLC | 2.35% | Add +9.9% | 289,275 | $15.0M |
| Truefg, LLC | 3.38% | Add +1.4% | 279,163 | $14.5M |
| SigFig Wealth Management, LLC | 0.38% | Reduce -1.8% | 281,548 | $14.4M |
| EP Wealth Advisors, LLC | 0.06% | Add +165.4% | 278,716 | $14.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +143.3% | 275,902 | $14.3M |
| Citigroup Inc. | 0.01% | Add +7.1% | 274,080 | $14.2M |
| ERn Financial, LLC | 2.31% | Add +1.4% | 269,872 | $14.0M |
| Brookstone Capital Management | 0.14% | Reduce -4.7% | 269,555 | $14.0M |
| Cascade Financial Partners, LLC | 1.21% | Add +8.4% | 269,542 | $14.0M |
| Victory Financial Group, LLC | 1.44% | Add +19.9% | 264,863 | $13.7M |
| Peak Financial Management, Inc. | 3.14% | Add +1.1% | 264,218 | $13.7M |
| Signal Advisors Wealth, LLC | 0.72% | Add +29.0% | 264,017 | $13.7M |
| Sentinel Pension Advisors, LLC | 1.78% | Add +5.7% | 270,378 | $13.6M |
| Affiance Financial, LLC | 1.95% | Add +4.9% | 261,106 | $13.5M |
| Moneco Advisors, LLC | 0.82% | Add +16.7% | 257,782 | $13.3M |
| Harbour Investments, Inc. | 0.18% | Add +15.2% | 254,548 | $13.2M |
| Sterneck Capital Management, LLC | 5.65% | Reduce -2.2% | 254,543 | $13.2M |
| Marathon Strategic Advisors, LLC | 7.37% | Add +1.1% | 252,223 | $13.1M |
| Second Line Capital, LLC | 2.43% | Add +3.2% | 251,929 | $13.0M |
| TRB Wealth Management, LLC | 1.72% | Add +3.3% | 250,072 | $12.9M |
| Waverly Advisors, LLC | 0.08% | Add +6.3% | 249,966 | $12.9M |
| Wrapmanager Inc. | 4.03% | Reduce -0.5% | 248,787 | $12.9M |
| JDM Financial Group LLC | 4.37% | Add +8.9% | 337,825 | $12.8M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -19.7% | 246,853 | $12.8M |
| Aspire Private Capital, LLC | 2.64% | Add +7.3% | 246,417 | $12.8M |
| Advyzon Investment Management, LLC | 0.90% | Add +6.6% | 239,394 | $12.4M |
| Atlas Private Wealth Advisors | 2.68% | Add +5.7% | 236,625 | $12.3M |
| Truist Financial Corp. | 0.01% | Add +22.1% | 236,548 | $12.2M |
| AQR Capital Management | 0.00% | Add +10.3% | 233,974 | $12.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 4.93% | Add +2.1% | 232,523 | $12.0M |
| Moss Adams Wealth Advisors LLC | 0.74% | Add +5.3% | 228,493 | $11.8M |
| Summit Global Investments | 0.64% | Add +7.8% | 227,854 | $11.8M |
| LexAurum Advisors, LLC | 1.36% | Reduce -3.3% | 225,752 | $11.7M |
| Fifth Third Bancorp | 0.02% | Reduce -0.9% | 221,699 | $11.5M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Reduce -0.1% | 217,889 | $11.3M |
| Great Valley Advisor Group, Inc. | 0.18% | Reduce -0.3% | 216,735 | $11.2M |
| Cobblestone Asset Management LLC | 4.66% | Add +5.0% | 215,928 | $11.2M |
| Revisor Wealth Management LLC | 2.59% | Add +10.4% | 207,927 | $10.8M |
| Integrity Alliance, Llc. | 0.34% | Add +2.6% | 207,417 | $10.7M |
| Valtinson Bruner Financial Planning LLC | 2.62% | Add +5.6% | 202,052 | $10.5M |
| TPG Financial Advisors, LLC | 3.06% | Reduce -14.6% | 198,043 | $10.3M |
| Hobart Private Capital, LLC | 1.75% | Reduce -31.0% | 197,303 | $10.2M |
| Integrated Investment Consultants, LLC | 2.01% | Add +0.4% | 199,176 | $10.2M |
| OneAscent Financial Services LLC | 0.49% | Add +0.4% | 195,981 | $10.1M |
| Aquire Wealth Advisors, LLC | 2.30% | Reduce -4.3% | 193,566 | $10.0M |
| Values Added Financial LLC | 3.56% | Add +6.6% | 190,398 | $9.9M |
| Farther Finance Advisors, LLC | 0.08% | Add +0.1% | 190,272 | $9.9M |
| Avior Wealth Management, LLC | 0.26% | Add +482.3% | 190,134 | $9.8M |
| HighPoint Advisor Group LLC | 0.34% | Reduce -7.8% | 186,879 | $9.7M |
| Simplicity Wealth,LLC | 0.32% | Add +48.2% | 185,837 | $9.6M |
| Detalus Advisors, LLC | 1.86% | Reduce -18.5% | 184,092 | $9.5M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +2.1% | 177,949 | $9.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -82.8% | 175,993 | $9.1M |
| Clearstead Advisors, LLC | 0.09% | Add +1.3% | 175,769 | $9.1M |
| Vise Technologies, Inc. | 0.10% | Add +55.4% | 174,840 | $9.1M |
| Millington Financial Advisors, LLC | 3.55% | Add +4.9% | 179,874 | $9.0M |
| Trilogy Capital Inc. | 0.35% | Add +12.2% | 173,342 | $9.0M |
| Brighton Securities Corp. | 3.81% | Add +2.3% | 171,243 | $8.9M |
| Portside Wealth Group, LLC | 1.03% | Add +11.0% | 170,496 | $8.8M |
| Securian Asset Management, Inc. | 0.31% | Reduce -2.1% | 173,260 | $8.7M |
| Melone Private Wealth, LLC | 3.24% | Reduce -13.0% | 164,377 | $8.5M |
| IFP Advisors, Inc | 0.15% | Add +18.2% | 164,298 | $8.5M |
| Compton Financial Group, LLC | 1.63% | Reduce -42.4% | 163,486 | $8.5M |
| Capital Investment Management, Inc. | 2.59% | Add +1.3% | 163,273 | $8.5M |
| ProVise Management Group, LLC | 0.57% | Add +7.7% | 162,851 | $8.4M |
| Financial Insights, Inc. | 2.27% | Add +0.0% | 161,493 | $8.4M |
| Blueprint Investment Partners LLC | 0.70% | Add +75.1% | 161,149 | $8.3M |
| Fonville Wealth Management LLC | 1.35% | Add +3.0% | 159,842 | $8.3M |
| CIBC Bancorp USA Inc. | 0.01% | Add +1252.0% | 159,457 | $8.3M |
| Uptown Financial Advisors LLC | 5.92% | Reduce -0.1% | 155,992 | $8.1M |
| Windsor Capital Management, LLC | 2.10% | Add +0.4% | 155,783 | $8.1M |
| &partners | 0.03% | Add +6.4% | 155,168 | $8.0M |
| Delta Wealth Advisors LLC | 5.70% | Add +14.1% | 153,984 | $8.0M |
| Western Wealth Management, LLC | 0.26% | Add +12.6% | 153,947 | $8.0M |
| Heritage Family Offices, LLP | 3.07% | Reduce -32.6% | 153,497 | $7.9M |
| Pacific Excel Wealth Advisors, Inc. | 3.08% | Add +2861.6% | 153,497 | $7.9M |
| Brooklyn FI, LLC | 1.46% | Add +4.1% | 155,359 | $7.9M |
| David Kennon Inc | 2.60% | Reduce -1.0% | 152,251 | $7.9M |
| Toronto Dominion Bank | 0.01% | New | 149,799 | $7.8M |
| Raleigh Capital Management Inc. | 2.47% | Add +12.2% | 149,653 | $7.7M |
| Principal Securities, Inc. | 0.09% | Add +132.1% | 148,579 | $7.7M |
| WealthTrak Capital Management LLC | 5.04% | Reduce -5.1% | 148,106 | $7.7M |
| AE Wealth Management LLC | 0.04% | Add +16.9% | 147,128 | $7.6M |
| Wealth Alliance Advisory Group, LLC | 1.09% | Add +0.3% | 145,057 | $7.5M |
| Optimist Retirement Group LLC | 2.83% | Reduce -0.7% | 141,757 | $7.3M |
| IHT Wealth Management, LLC | 0.15% | Reduce -15.8% | 139,650 | $7.2M |
| Fiduciary Alliance LLC | 0.49% | Reduce -11.2% | 138,738 | $7.2M |
| Palatine Hill Wealth Management, LLC | 5.78% | Add +5.6% | 138,505 | $7.2M |
| Pure Financial Advisors, LLC | 0.09% | Reduce -4.0% | 138,154 | $7.2M |
| CX Institutional | 0.21% | Add +2.0% | 137,995 | $7.1M |
| Bank of New York Mellon Corp | 0.00% | Add +1033.3% | 137,862 | $7.1M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -4.7% | 135,630 | $7.0M |
| RFG Advisory, LLC | 0.11% | Reduce -53.8% | 134,896 | $7.0M |
| VestGen Advisors, LLC | 0.20% | Reduce -30.9% | 134,413 | $7.0M |
| WBH Advisory Inc. | 0.46% | Add +10.8% | 133,067 | $6.9M |
| FMR LLC | 0.00% | Add +27.6% | 130,979 | $6.8M |
| Mascoma Wealth Management LLC | 1.24% | Add +2.4% | 129,469 | $6.7M |
| Creative Financial Designs Inc. | 0.32% | Reduce -3.9% | 129,408 | $6.7M |
| Wolff Financial Management LLC | 1.33% | Add +1.5% | 128,626 | $6.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -29.8% | 128,229 | $6.6M |
| Mason & Associates, LLC | 1.37% | Add +1.6% | 127,423 | $6.6M |
| Walsh & Associates, LLC | 5.35% | Add +6.8% | 126,568 | $6.6M |
| ONE Advisory Partners, LLC | 1.78% | Reduce -33.6% | 126,193 | $6.5M |
| Capital Financial Group Inc\co\ | 3.40% | Reduce -1.4% | 125,625 | $6.5M |
| Kensington Asset Management, LLC | 0.35% | Add +98.8% | 123,770 | $6.4M |
| Vision Capital Management, Inc. | 0.72% | Reduce -0.6% | 122,359 | $6.3M |
| Seeds Investor LLC | 0.64% | Add +16.3% | 120,883 | $6.3M |
| North Star Asset Management Inc. | 0.25% | Add +8.9% | 120,791 | $6.3M |
| Red Wave Investments LLC | 1.58% | Add +7.1% | 120,042 | $6.2M |
| Rinkey Investments | 1.46% | Reduce -0.3% | 119,924 | $6.2M |
| Towercrest Capital Management | 0.84% | Add +0.3% | 116,999 | $6.1M |
| Phoenix Wealth Advisors | 2.00% | Add +3.3% | 114,752 | $5.9M |
| Wrenne Financial Planning LLC | 2.00% | Reduce -2.5% | 114,545 | $5.9M |
| Probity Advisors, Inc. | 0.84% | Reduce -3.1% | 113,514 | $5.9M |
| Churchill Financial Advisors, LLC | 1.13% | Add +15.9% | 112,942 | $5.8M |
| Integrated Capital Management, LLC | 2.10% | Add +1.4% | 112,778 | $5.8M |
| Boltwood Capital Management | 1.33% | Add +0.2% | 112,504 | $5.8M |
| Financial Enhancement Group LLC | 0.69% | Add +8.1% | 111,791 | $5.8M |
| Archer Investment Management, LLC | 1.96% | Reduce -22.2% | 110,890 | $5.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.54% | Reduce -1.3% | 110,268 | $5.7M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +17.8% | 108,493 | $5.6M |
| Horizon Financial Services, LLC | 2.15% | Add +5.4% | 108,281 | $5.6M |
| Forefront Wealth Partners, LLC | 1.73% | Add +84.7% | 108,013 | $5.6M |
| Blair William & Co. | 0.01% | Add +0.9% | 107,797 | $5.6M |
| Riversedge Advisors, LLC | 0.73% | Reduce -0.2% | 106,044 | $5.5M |
| Blueprint Financial Advisors LLC | 0.59% | Add +64.1% | 103,257 | $5.3M |
| Financial Management, Inc. | 4.34% | Add +7.6% | 102,287 | $5.3M |
| Financial Planning Fort Collins, LLC | 4.16% | Reduce -6.5% | 101,842 | $5.3M |
| Cypress Wealth Services, LLC | 0.65% | Reduce -26.0% | 101,303 | $5.2M |
| Proffitt & Goodson Inc. | 0.72% | Add +2.0% | 100,761 | $5.2M |
| Tobias Financial Advisors, Inc. | 0.66% | Reduce -1.6% | 100,682 | $5.2M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 100,641 | $5.2M |
| Independent Advisor Alliance | 0.12% | Reduce -82.9% | 100,402 | $5.2M |
| Intrust Bank NA | 0.38% | Reduce -1.2% | 99,934 | $5.2M |
| Collier Financial | 3.50% | Add +5.7% | 98,781 | $5.1M |
| Key Financial Inc | 0.83% | Add +0.4% | 97,507 | $5.0M |
| Ade, LLC | 2.13% | Reduce -0.4% | 97,298 | $5.0M |
| Axos Invest Inc. | 3.66% | Add +10.0% | 96,471 | $5.0M |
| Quantinno Capital Management LP | 0.01% | Add +20.6% | 96,265 | $5.0M |
| Advisory Services Network, LLC | 0.06% | Reduce -4.6% | 95,432 | $4.9M |
| TCP Asset Management, LLC | 0.56% | Reduce -1.9% | 94,872 | $4.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.7% | 103,901 | $4.9M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -4.0% | 95,052 | $4.9M |
| Ervin Investment Management, LLC | 2.63% | Add +5.9% | 93,634 | $4.8M |
| Abound Financial, LLC | 1.93% | Reduce -0.4% | 93,301 | $4.8M |
| Vista Investment Management | 1.45% | Reduce -0.5% | 92,786 | $4.8M |
| Belpointe Asset Management LLC | 0.16% | Reduce -7.0% | 92,622 | $4.8M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -34.8% | 92,038 | $4.8M |
| Leslie Global Wealth, LLC | 1.85% | Reduce -12.6% | 91,662 | $4.7M |
| Optas, LLC | 0.66% | Add +0.1% | 91,001 | $4.7M |
| Independent Financial Group, LLC | 0.09% | Add +20.4% | 90,606 | $4.7M |
| Alliance Wealth Management Group | 0.91% | Reduce -1.0% | 90,365 | $4.7M |
| True Blue Financial, LLC | 1.94% | Add +1933.0% | 88,617 | $4.6M |
| YHB Investment Advisors, Inc. | 0.29% | Add +1.8% | 87,743 | $4.5M |
| Stonehaven Wealth & Tax Solutions, LLC | 3.63% | Add +1.5% | 87,528 | $4.5M |
| Founders Financial Securities LLC | 0.23% | Reduce -37.9% | 87,289 | $4.5M |
| Great Point Wealth Advisors, LLC | 0.73% | Reduce -5.3% | 86,911 | $4.5M |
| R. W. Roge & Company, Inc. | 1.90% | Reduce -0.7% | 86,662 | $4.5M |
| Harbor Advisory Corp. | 1.20% | No change | 86,327 | $4.5M |
| Turning Point Benefit Group, Inc. | 1.92% | Reduce -10.9% | 86,628 | $4.5M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +10.3% | 85,734 | $4.4M |
| Single Point Partners, LLC | 0.77% | Reduce -0.1% | 84,845 | $4.4M |
| Gateway Wealth Partners, LLC | 0.26% | Reduce -48.1% | 84,829 | $4.4M |
| SMART Wealth LLC | 0.95% | New | 84,793 | $4.4M |
| Foundations Investment Advisors, LLC | 0.05% | Add +17.7% | 84,610 | $4.4M |
| Shum Financial Group, Inc. | 2.64% | Add +6.7% | 84,553 | $4.4M |
| AlphaCore Capital LLC | 0.08% | Reduce -4.9% | 84,189 | $4.4M |
| Cape Cod Five Cents Savings Bank | 0.35% | — | 82,391 | $4.3M |
| Parallel Advisors, LLC | 0.07% | Add +22.2% | 82,221 | $4.3M |
| Larch Capital Partners LLC | 0.60% | New | 81,568 | $4.2M |
| Midwest Financial Network, LLC | 2.86% | Add +12.3% | 80,860 | $4.2M |
| Continuum Advisory, LLC | 0.34% | Add +1.9% | 80,846 | $4.2M |
| Tenet Wealth Partners, LLC | 3.09% | — | 82,197 | $4.2M |
| Kingsview Wealth Management, LLC | 0.05% | Add +24.1% | 79,217 | $4.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +0.9% | 76,892 | $4.0M |
| Choreo, LLC | 0.04% | Reduce -2.2% | 76,632 | $4.0M |
| Arete Wealth Advisors, LLC | 0.26% | Add +4.6% | 76,035 | $3.9M |
| Kera Capital Partners, Inc. | 0.38% | Add +1.2% | 75,656 | $3.9M |
| SOA Wealth Advisors, LLC. | 0.66% | Reduce -7.3% | 75,326 | $3.9M |
| Snowden Capital Advisors LLC | 0.09% | Add +6.0% | 75,283 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +8.3% | 76,418 | $3.9M |
| Winch Advisory Services, LLC | 0.80% | Add +1.7% | 74,710 | $3.9M |
| Planwiser Financial, LLC | 2.63% | Add +43.4% | 73,229 | $3.8M |
| Quent Capital, LLC | 0.23% | Add +49.4% | 72,953 | $3.8M |
| Balefire, LLC | 0.61% | Add +0.3% | 72,611 | $3.8M |
| Boston Standard Wealth Management, LLC | 0.54% | Add +1.4% | 72,835 | $3.8M |
| Legacy Wealth Partners, LLC | 0.84% | Add +13.6% | 71,919 | $3.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +276.4% | 71,758 | $3.7M |
| Integrity Wealth Solutions LLC | 1.37% | Reduce -5.9% | 71,624 | $3.7M |
| Partners in Financial Planning | 0.56% | Add +0.5% | 71,590 | $3.7M |
| Ehrlich Financial Group | 1.88% | Reduce -26.2% | 70,740 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 70,450 | $3.6M |
| OLIO Financial Planning | 0.90% | Add +3.6% | 70,419 | $3.6M |
| Tranquilli Financial Advisor LLC | 1.94% | Reduce -9.0% | 69,588 | $3.6M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -0.4% | 68,417 | $3.5M |
| Bleakley Financial Group, LLC | 0.04% | New | 67,253 | $3.5M |
| BayBridge Capital Group, LLC | 1.80% | Add +7.4% | 66,621 | $3.4M |
| Legacy Solutions, LLC | 2.75% | Reduce -0.7% | 65,582 | $3.4M |
| Oppenheimer & Co. Inc. | 0.04% | Add +8.3% | 65,453 | $3.4M |
| Retiremitten Financial LLC | 1.43% | Add +3.8% | 65,384 | $3.4M |
| BIP Wealth, LLC | 0.10% | Add +4.9% | 65,270 | $3.4M |
| Colton Groome Financial Advisors, LLC | 0.81% | Reduce -5.5% | 64,303 | $3.3M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +0.7% | 63,266 | $3.3M |
| Global Financial Private Client, LLC | 0.89% | Add +14.1% | 63,130 | $3.3M |
| Drucker Wealth 3.0, LLC | 0.52% | Reduce -2.4% | 63,110 | $3.3M |
| Xena Financial Planning, LLC | 3.10% | Add +3.0% | 62,343 | $3.2M |
| Ironwood Wealth Management, LLC. | 0.71% | Reduce -4.2% | 62,107 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -54.2% | 62,013 | $3.2M |
| Birch Financial Group, LLC | 1.61% | Add +37.5% | 60,620 | $3.1M |
| Richardson Financial Services Inc. | 1.78% | Add +4.2% | 60,590 | $3.1M |
| Diversify Advisory Services, LLC | 0.05% | New | 61,161 | $3.1M |
| Diversify Wealth Management, LLC | 0.05% | Add +5.0% | 61,161 | $3.1M |
| Occidental Asset Management, LLC | 0.31% | Add +2.7% | 59,355 | $3.1M |
| Salomon & Ludwin, LLC | 0.25% | Add +4.8% | 58,991 | $3.1M |
| FSB Premier Wealth Management, Inc. | 0.86% | Add +5.8% | 59,004 | $3.1M |
| Partnership Wealth Management, LLC | 2.06% | Add +3.2% | 58,854 | $3.0M |
| Simon Quick Advisors, LLC | 0.12% | Reduce -4.1% | 58,521 | $3.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +16.1% | 58,488 | $3.0M |
| Midwest Capital Advisors, LLC | 1.22% | Reduce -77.2% | 58,167 | $3.0M |
| Sage Advisory Services, Ltd.Co. | 1.48% | New | 58,155 | $3.0M |
| Wealth Advisors of Iowa, LLC | 0.82% | Add +28.9% | 58,143 | $3.0M |
| BankPlus Wealth Management LLC | 1.35% | Add +17.5% | 57,765 | $3.0M |
| Novus Advisors, LLC | 6.21% | Add +4.7% | 57,570 | $3.0M |
| Resonant Capital Advisors, LLC | 0.14% | Add +13.2% | 57,111 | $3.0M |
| Maia Wealth LLC | 0.43% | Add +16.7% | 56,627 | $2.9M |
| Livet Wealth, LLC | 1.69% | Reduce -2.4% | 56,524 | $2.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.43% | Reduce -6.1% | 56,328 | $2.9M |
| Mosaic Family Wealth Partners, LLC | 0.20% | Add +42.4% | 56,243 | $2.9M |
| HBW Advisory Services LLC | 0.26% | Add +3.2% | 56,197 | $2.9M |
| Stephens Inc. | 0.03% | Add +6.4% | 56,185 | $2.9M |
| Phillip James Consulting Co. | 1.91% | New | 55,309 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +27.5% | 55,271 | $2.9M |
| Higgins & Schmidt Wealth Strategies LLC | 1.15% | Reduce -0.6% | 53,774 | $2.8M |
| Lifestyle Asset Management, Inc. | 0.75% | Add +5.4% | 53,758 | $2.8M |
| Cadent Capital Advisors, LLC | 0.57% | Add +4.5% | 53,461 | $2.8M |
| Kroeger Financial Partners | 2.66% | — | 53,096 | $2.7M |
| CSM Advisors, LLC | 0.06% | No change | 52,916 | $2.7M |
| Walkner Condon Financial Advisors LLC | 0.31% | Reduce -10.1% | 52,790 | $2.7M |
| McAdam, LLC | 0.11% | Reduce -2.0% | 52,599 | $2.7M |
| Diligent Investors, LLC | 0.60% | Reduce -0.5% | 52,423 | $2.7M |
| Acorn Financial Advisory Services Inc. | 0.36% | Add +1.1% | 51,897 | $2.7M |
| Asset Dedication, LLC | 0.17% | Reduce -0.5% | 51,894 | $2.7M |
| Global Endowment Management, LP | 0.27% | Add +14.3% | 51,206 | $2.7M |
| RTD Financial Advisors, Inc. | 0.29% | Reduce -0.3% | 50,734 | $2.6M |
| HSBC Holdings PLC | 0.00% | Reduce -21.1% | 50,706 | $2.6M |
| Theory Financial LLC | 0.83% | Add +8.1% | 50,696 | $2.6M |
| Huntington National Bank | 0.02% | Add +7.3% | 49,916 | $2.6M |
| Roan Capital Partners | 2.13% | Reduce -15.8% | 49,633 | $2.6M |
| Richmond Investment Services, LLC | 0.80% | Reduce -49.8% | 48,869 | $2.5M |
| Vested Financial Planning, LLC | 1.68% | Add +3.3% | 48,364 | $2.5M |
| IAG Wealth Partners, LLC | 0.24% | Add +6.1% | 47,579 | $2.5M |
| Peterson Wealth Advisors, LLC | 0.29% | Reduce -1.6% | 47,492 | $2.5M |
| Hirtle & Co., LLC | 0.09% | No change | 47,285 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -0.9% | 46,746 | $2.4M |
| Atria Investments, Inc | 0.02% | Add +51.2% | 46,733 | $2.4M |
| Meitav Investment House Ltd. | 0.02% | No change | 46,402 | $2.4M |
| PAX Financial Group, LLC | 0.36% | Reduce -4.0% | 46,254 | $2.4M |
| Lowe Brockenbrough & Co. Inc. | 0.11% | No change | 45,949 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -9.3% | 45,909 | $2.4M |
| QRG Capital Management, Inc. | 0.02% | Add +61.1% | 45,034 | $2.3M |
| International Private Wealth Advisors LLC | 1.20% | Add +5.9% | 45,012 | $2.3M |
| Lockerman Financial Group, Inc. | 3.55% | Add +17.7% | 44,848 | $2.3M |
| Fifth Third Securities, Inc. | 0.13% | Add +1.9% | 44,732 | $2.3M |
| Apella Capital, LLC | 0.03% | Reduce -0.3% | 45,267 | $2.3M |
| McCarter Private Wealth Services LLC | 0.79% | New | 44,382 | $2.3M |
| Compound Planning, Inc. | 0.06% | Add +0.2% | 44,157 | $2.3M |
| Kohmann Bosshard Financial Services, LLC | 0.19% | Reduce -1.9% | 42,924 | $2.2M |
| Zinnia Wealth Advisory, LLC | 2.22% | Reduce -46.3% | 42,078 | $2.2M |
| Fidelis Capital Partners, LLC | 0.13% | No change | 42,054 | $2.2M |
| Sherman Wealth Management LLC | 1.64% | Add +5.0% | 41,963 | $2.2M |
| Captrust Financial Advisors | 0.00% | Reduce -2.6% | 41,780 | $2.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.14% | Add +1.1% | 40,852 | $2.1M |
| Trivant Custom Portfolio Group, LLC | 1.12% | Add +0.9% | 40,469 | $2.1M |
| Hofer & Associates. Inc | 1.01% | Add +3.7% | 40,389 | $2.1M |
| GK Wealth Management LLC | 1.26% | New | 40,318 | $2.1M |
| Lanark Financial, Inc. | 0.14% | Reduce -3.1% | 39,513 | $2.0M |
| Brookwood Investment Group LLC | 0.24% | Add +0.9% | 39,474 | $2.0M |
| Strategic Financial Concepts, LLC | 0.61% | Add +3.4% | 39,450 | $2.0M |
| FF Advisors,LLC | 0.76% | Add +6.2% | 39,317 | $2.0M |
| Ascent Group, LLC | 0.06% | Add +1.5% | 39,260 | $2.0M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -6.8% | 39,220 | $2.0M |
| Cambridge Financial Group, LLC | 0.63% | Reduce -1.8% | 38,711 | $2.0M |
| Tempus Wealth Planning, LLC | 0.39% | Add +0.2% | 38,576 | $2.0M |
| AdvisorNet Financial, Inc | 0.09% | Reduce -13.9% | 38,325 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.3% | 38,011 | $2.0M |
| Smartleaf Asset Management LLC | 0.06% | No change | 38,230 | $2.0M |
| Integrity Advisory Solutions, LLC | 0.20% | Reduce -4.4% | 37,498 | $1.9M |
| Strategic Financial Planning, Inc. | 1.01% | New | 37,476 | $1.9M |
| National Bank of Canada | 0.00% | Add +859.9% | 37,176 | $1.9M |
| TAGStone Capital, Inc. | 0.60% | Reduce -1.8% | 36,680 | $1.9M |
| SYM FINANCIAL Corp | 0.15% | Add +10.1% | 36,648 | $1.9M |
| MAI Capital Management | 0.01% | Reduce -0.2% | 36,605 | $1.9M |
| WESCAP Management Group, Inc. | 0.35% | No change | 36,433 | $1.9M |
| NavPoint Financial, Inc. | 0.70% | Reduce -0.6% | 36,374 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +2.1% | 36,364 | $1.9M |
| BlueChip Wealth Advisors LLC | 0.71% | Add +321.8% | 36,254 | $1.9M |
| Bank of Montreal | 0.00% | Reduce -3.0% | 36,019 | $1.9M |
| Bison Wealth, LLC | 0.17% | Reduce -24.7% | 35,842 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.6% | 35,684 | $1.8M |
| G&S Capital LLC | 0.54% | Add +5.7% | 35,671 | $1.8M |
| Novem Group | 0.19% | Reduce -3.6% | 35,284 | $1.8M |
| Hurley Capital, LLC | 0.94% | Add +13.2% | 35,110 | $1.8M |
| Magnolia Capital Advisors LLC | 0.31% | Add +5.7% | 34,953 | $1.8M |
| Advisor OS, LLC | 0.12% | Reduce -61.3% | 34,402 | $1.8M |
| Towne Trust Company, N.A | 0.54% | Add +7.5% | 34,251 | $1.8M |
| Maridea Wealth Management LLC | 0.19% | Add +5.1% | 34,068 | $1.8M |
| Founders Financial Alliance, LLC | 0.23% | Add +627.1% | 33,929 | $1.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Reduce -50.1% | 33,519 | $1.7M |
| Smith, Moore & Co. | 0.11% | No change | 33,301 | $1.7M |
| McNaughton Wealth Management, LLC | 0.61% | Add +0.8% | 33,187 | $1.7M |
| ORBA Wealth Advisors, L.L.C. | 1.47% | Reduce -22.9% | 33,178 | $1.7M |
| Tyche Wealth Partners LLC | 0.24% | Add +1.5% | 32,943 | $1.7M |
| Mission Wealth Management, LP | 0.02% | New | 32,710 | $1.7M |
| Clear Creek Financial Management, LLC | 0.11% | Add +9.8% | 32,289 | $1.7M |
| Outlook Wealth Advisors, LLC | 0.36% | Add +6.3% | 32,165 | $1.7M |
| Fortitude Family Office, LLC | 0.32% | Reduce -7.8% | 32,047 | $1.7M |
| Alpha Advisors, LLC | 1.24% | Add +1.9% | 31,741 | $1.6M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -2.3% | 31,687 | $1.6M |
| Defined Wealth Management, LLC | 0.83% | Add +0.1% | 31,301 | $1.6M |
| Beacon Bridge Wealth Partners, LLC | 0.46% | Reduce -5.4% | 31,296 | $1.6M |
| SCS Capital Management LLC | 0.02% | Reduce -2.4% | 31,261 | $1.6M |
| Sigma Planning Corp | 0.04% | Add +0.4% | 31,197 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Add +4.7% | 30,919 | $1.6M |
| CFS Investment Advisory Services, LLC | 0.11% | Reduce -27.1% | 31,315 | $1.6M |
| Gotham Asset Management | 0.00% | No change | 30,705 | $1.6M |
| Forthright Family Wealth Advisory LLC | 0.89% | New | 30,472 | $1.6M |
| IRON Financial LLC | 0.65% | Add +0.3% | 30,336 | $1.6M |
| May Hill Capital, LLC | 0.33% | Reduce -1.4% | 30,206 | $1.6M |
| Stonehearth Capital Management, LLC | 0.53% | Reduce -11.4% | 30,161 | $1.6M |
| Selby Wealth Management, LLC | 0.55% | Add +16.0% | 30,115 | $1.6M |
| Independent Wealth Network Inc. | 0.40% | Add +5.0% | 29,970 | $1.6M |
| Stevens Capital Partners | 0.29% | Reduce -4.9% | 29,733 | $1.5M |
| WealthPoint Financial, LLC | 1.12% | Add +15.0% | 29,583 | $1.5M |
| Money Concepts Capital Corp. | 0.07% | Add +5.1% | 29,149 | $1.5M |
| Montz Harcus Wealth Management LLC | 0.53% | Add +5.2% | 28,862 | $1.5M |
| Brown Financial Advisory | 0.62% | No change | 28,757 | $1.5M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -1.6% | 28,747 | $1.5M |
| Rosenberg Matthew Hamilton | 0.28% | Add +0.6% | 28,575 | $1.5M |
| American Financial & Tax Strategies Inc. | 0.66% | No change | 28,392 | $1.5M |
| October Effect Ltd | 1.38% | Add +17.5% | 28,281 | $1.5M |
| Kagan Cocozza Asset Management | 0.90% | Reduce -2.0% | 27,876 | $1.4M |
| Wedmont Private Capital | 0.04% | Add +0.1% | 27,747 | $1.4M |
| Spire Wealth Management | 0.04% | Reduce -1.7% | 27,848 | $1.4M |
| M Holdings Securities, Inc. | 0.19% | Add +10.2% | 27,748 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.35% | No change | 27,264 | $1.4M |
| Norden Group LLC | 0.12% | Add +0.8% | 27,244 | $1.4M |
| Wealthspire Retirement, LLC | 0.08% | Add +0.9% | 27,241 | $1.4M |
| Sharkey, Howes & Javer | 0.17% | Reduce -52.1% | 27,175 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.6% | 27,067 | $1.4M |
| Spartan Planning & Wealth Management | 0.93% | Add +96.1% | 27,024 | $1.4M |
| FDx Advisors, Inc. | 0.42% | New | 26,999 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.07% | Add +10.7% | 26,974 | $1.4M |
| Comprehensive Money Management Services LLC | 0.88% | Reduce -3.4% | 26,948 | $1.4M |
| Lifeworks Advisors, LLC | 0.15% | Reduce -5.4% | 26,779 | $1.4M |
| Diversified Enterprises, LLC | 0.07% | Add +0.8% | 26,760 | $1.4M |
| Modera Wealth Management, LLC | 0.01% | Add +3.1% | 26,389 | $1.4M |
| Worth Financial Advisory Group, LLC | 0.57% | New | 26,357 | $1.4M |
| TD Private Client Wealth LLC | 0.02% | Reduce -26.9% | 26,034 | $1.3M |
| Larson Financial Group LLC | 0.04% | Reduce -21.4% | 25,759 | $1.3M |
| Fullerton Advisors, LLC | 1.24% | Reduce -0.5% | 25,625 | $1.3M |
| Topel & Distasi Wealth Management, LLC | 0.64% | Reduce -27.7% | 25,612 | $1.3M |
| World Investment Advisors | 0.02% | Reduce -8.9% | 25,991 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +16.2% | 25,286 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.3% | 25,048 | $1.3M |
| United Asset Strategies, Inc. | 0.09% | Add +0.8% | 25,003 | $1.3M |
| Sound Financial Strategies Group, LLC | 0.81% | Add +0.5% | 24,582 | $1.3M |
| Aegis Wealth Management, Inc. | 0.82% | Add +72.4% | 24,576 | $1.3M |
| Lodestar Private Asset Management LLC | 0.11% | Add +43.8% | 24,571 | $1.3M |
| Sanchez Levi Garrett | 0.69% | Reduce -0.2% | 24,409 | $1.3M |
| WLTH Capital Management, LLC | 0.81% | Reduce -6.6% | 24,334 | $1.3M |
| Penobscot Wealth Management | 0.34% | Add +7.8% | 24,293 | $1.3M |
| Range Financial Group LLC | 0.34% | Reduce -1.1% | 24,051 | $1.2M |
| Insigneo Advisory Services, LLC | 0.05% | Add +13.2% | 23,985 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.39% | Reduce -7.1% | 23,952 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -52.9% | 23,684 | $1.2M |
| City State Bank | 0.28% | Add +5.3% | 23,658 | $1.2M |
| Portland Financial Advisors Inc | 2.22% | Add +6.6% | 23,507 | $1.2M |
| Hassell Wealth Management, LLC | 0.37% | No change | 23,662 | $1.2M |
| Generation Capital Management LLC | 0.74% | Add +4.5% | 23,142 | $1.2M |
| Onyx Bridge Wealth Group LLC | 0.11% | Reduce -11.3% | 23,141 | $1.2M |
| United Advisor Group, LLC | 0.13% | Add +19.1% | 23,068 | $1.2M |
| Sanchez Gaunt Capital Management, LLC | 0.66% | Add +4.4% | 22,942 | $1.2M |
| Leavell Investment Management, Inc. | 0.04% | Add +0.9% | 22,927 | $1.2M |
| Private Trust Co. NA | 0.09% | Add +10.8% | 22,887 | $1.2M |
| XY Planning Network, Inc. | 0.15% | Add +33.2% | 22,882 | $1.2M |
| Collaborative Wealth Managment Inc. | 0.50% | Reduce -8.9% | 22,790 | $1.2M |
| Composition Wealth, LLC | 0.01% | Reduce -12.4% | 22,573 | $1.2M |
| Alaska Wealth Advisors, LLC | 0.13% | No change | 22,547 | $1.2M |
| Battery Global Advisors, LLC | 0.58% | No change | 22,356 | $1.2M |
| Traction Financial Partners, LLC | 0.61% | Add +39.9% | 22,328 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +17.1% | 22,325 | $1.2M |
| Ethic Inc. | 0.01% | Add +255.4% | 22,174 | $1.1M |
| Apeiron RIA LLC | 0.29% | Reduce -0.2% | 22,092 | $1.1M |
| Jim Saulnier & Associates, LLC | 0.46% | Reduce -65.5% | 22,079 | $1.1M |
| Sheets Smith Wealth Management | 0.11% | Add +0.2% | 22,048 | $1.1M |
| Upper Left Wealth Management, LLC | 0.63% | Reduce -1.4% | 21,939 | $1.1M |
| Hilltop Wealth Advisors, LLC | 0.57% | Add +1.9% | 21,910 | $1.1M |
| Legacy Edge Advisors, LLC | 0.10% | Add +0.6% | 21,874 | $1.1M |
| Trinity Wealth Management, LLC | 0.36% | Add +1.6% | 21,848 | $1.1M |
| Ieq Capital, LLC | 0.01% | Reduce -48.3% | 21,739 | $1.1M |
| Triumph Capital Management | 0.20% | Reduce -1.0% | 21,678 | $1.1M |
| Rockbridge Investment Management, LCC | 0.09% | Reduce -3.5% | 21,572 | $1.1M |
| Nwam LLC | 0.06% | Reduce -6.1% | 21,502 | $1.1M |
| Breakwater Investment Management | 0.38% | Add +132.8% | 21,413 | $1.1M |
| IFG Advisory, LLC | 0.04% | New | 21,177 | $1.1M |
| Pacifica Partners Inc. | 0.33% | Add +6.7% | 21,435 | $1.1M |
| Level Wealth Management LLC | 0.44% | Reduce -0.3% | 21,016 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +76.7% | 21,002 | $1.1M |
| Certified Advisory Corp | 0.09% | Reduce -11.3% | 20,910 | $1.1M |
| Aire Advisors, LLC | 0.18% | Add +0.4% | 20,886 | $1.1M |
| Maimon Wealth Management LTD. | 0.83% | No change | 20,845 | $1.1M |
| Towerpoint Wealth, LLC | 0.37% | Reduce -0.6% | 20,542 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Reduce -5.7% | 20,529 | $1.1M |
| One Capital Management, LLC | 0.03% | No change | 22,605 | $1.1M |
| Mullaney, Keating & Wright, Inc. | 0.51% | Add +16.6% | 20,423 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +13.1% | 20,231 | $1.0M |
| Canal Capital Management, LLC | 0.13% | Add +4.0% | 19,916 | $1.0M |
| Three Cord True Wealth Management, LLC | 0.49% | No change | 19,911 | $1.0M |
| Financial Network Wealth Advisors LLC | 1.04% | Add +8.8% | 19,766 | $1.0M |
| Sound Income Strategies, LLC | 0.05% | Add +26.5% | 19,762 | $1.0M |
| RCW Management, LLC | 0.92% | Add +41.8% | 19,761 | $1.0M |
| PCB Capital LLC | 1.24% | Add +22.3% | 19,722 | $1.0M |
| Yukon Wealth Management, Inc. | 0.29% | Reduce -7.8% | 19,707 | $1.0M |
| Lido Advisors, LLC | 0.00% | Add +39.3% | 19,614 | $1.0M |
| Redwood Financial Network Corp | 0.56% | Add +3.8% | 19,564 | $1.0M |
| Coppell Advisory Solutions LLC | 0.08% | New | 17,066 | $1.0M |
| Sentinel Advisory Group, LLC | 0.41% | Add +0.3% | 19,447 | $1.0M |
| Convergence Financial, LLC | 0.08% | New | 19,312 | $1000K |
| Hibernia Wealth Partners, LLC | 0.54% | Add +44.8% | 19,172 | $993K |
| American Investment Services, Inc. | 0.21% | Reduce -3.0% | 19,020 | $985K |
| Sunburst Financial Group, LLC | 0.16% | Reduce -0.5% | 19,015 | $985K |
| Orin Green Financial, LLC | 0.35% | Reduce -4.0% | 18,497 | $958K |
| Rede Wealth, LLC | 0.31% | Add +5.9% | 18,262 | $946K |
| MBA Advisors LLC | 0.32% | Reduce -1.7% | 18,165 | $941K |
| National Wealth Management Group, LLC | 0.29% | Add +4.0% | 18,111 | $938K |
| Verus Capital Partners, LLC | 0.05% | Reduce -1.1% | 18,087 | $937K |
| Ocean Park Asset Management, LLC | 0.04% | New | 17,982 | $931K |
| Arq Wealth Advisors, LLC | 0.12% | Reduce -20.5% | 18,182 | $929K |
| Cozad Asset Management Inc. | 0.06% | Add +3.9% | 17,875 | $926K |
| Exchange Traded Concepts, LLC | 0.00% | New | 17,672 | $915K |
| USAdvisors Wealth Management, LLC | 0.26% | Add +0.1% | 17,656 | $914K |
| Waller Financial Planning Group, Inc. | 0.18% | Reduce -2.3% | 17,318 | $897K |
| Renaissance Technologies | 0.00% | Reduce -88.1% | 17,300 | $896K |
| Balboa Wealth Partners | 0.12% | Reduce -28.1% | 17,266 | $894K |
| Family Investment Center, Inc. | 0.15% | Reduce -0.3% | 17,243 | $893K |
| Winnacle Wealth LLC | 0.60% | Add +10.3% | 17,126 | $887K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.6% | 17,004 | $880K |
| Hughes Financial Services, LLC | 0.12% | Reduce -7.5% | 16,991 | $880K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.1% | 16,986 | $880K |
| Curtis Advisory Group, LLC | 0.17% | Add +1.7% | 16,951 | $878K |
| Autumn Glory Partners, LLC | 0.25% | Add +104.8% | 16,945 | $877K |
| First Trust Advisors LP | 0.00% | Add +0.9% | 16,928 | $877K |
| Beacon Financial Group | 0.08% | Reduce -2.7% | 16,767 | $868K |
| Split Rock Private Trading & Wealth Management, LLC | 0.59% | Reduce -44.6% | 16,719 | $866K |
| Valley Financial Group, Inc. | 0.42% | Reduce -2.4% | 16,607 | $860K |
| Inman Jager Wealth Management, LLC | 0.46% | Add +0.0% | 16,565 | $858K |
| Carnegie Investment Counsel | 0.02% | Reduce -0.1% | 16,522 | $856K |
| TKG Advisors, LLC | 0.30% | Add +8.6% | 16,477 | $853K |
| Rooted Wealth Advisors, Inc. | 0.21% | Reduce -0.4% | 16,459 | $852K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +4.8% | 16,454 | $852K |
| Valued Wealth Advisors LLC | 0.31% | Reduce -20.9% | 16,436 | $851K |
| Zhang Financial LLC | 0.02% | Add +2.5% | 16,385 | $848K |
| Absolute Capital Management, LLC | 0.21% | Add +9.7% | 16,375 | $848K |
| Net Worth Advisory Group | 0.21% | Add +2.3% | 16,257 | $842K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -56.7% | 16,180 | $838K |
| Sowell Financial Services LLC | 0.03% | Add +11.6% | 16,094 | $833K |
| Frisch Financial Group, Inc. | 0.14% | Reduce -3.5% | 16,086 | $833K |
| Hills Bank & Trust Co | 0.04% | New | 15,958 | $826K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +166.3% | 15,949 | $826K |
| Rainier Family Wealth Inc. | 0.47% | Reduce -0.7% | 15,896 | $823K |
| Bravias Capital Group, LLC | 0.49% | Reduce -7.8% | 15,830 | $820K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -10.5% | 15,819 | $819K |
| Private Wealth Group, LLC | 0.32% | Add +5.6% | 15,775 | $817K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -3.0% | 15,662 | $811K |
| Broadview Financial Management, LLC | 0.49% | Reduce -2.5% | 15,563 | $806K |
| MB Generational Wealth, LLC | 0.39% | No change | 15,535 | $804K |
| Nuveen, LLC | 0.00% | New | 15,523 | $804K |
| Jacobs Equity LLC | 0.55% | Reduce -28.4% | 15,480 | $802K |
| Jefferson Bridge Capital, LLC | 0.69% | Reduce -2.8% | 15,439 | $799K |
| Old Second National Bank of Aurora | 0.15% | Add +37.3% | 15,334 | $794K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +7.9% | 15,308 | $793K |
| Gilbert & Cook, Inc. | 0.09% | No change | 15,103 | $782K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Reduce -1.7% | 14,827 | $768K |
| Morling Financial Advisors, LLC | 0.21% | Reduce -1.9% | 14,768 | $765K |
| Northwest Wealth Management, LLC | 0.10% | Add +0.5% | 14,680 | $760K |
| River Street Advisors LLC | 0.22% | Add +18.0% | 14,651 | $759K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.3% | 14,642 | $758K |
| Advance Capital Management, Inc. | 0.02% | Add +23.3% | 14,545 | $753K |
| Black Diamond Financial, LLC | 0.07% | Add +1.2% | 14,509 | $751K |
| Argent Trust Co | 0.02% | Reduce -5.1% | 14,459 | $749K |
| Plan A Wealth LLC | 0.32% | Reduce -15.3% | 14,449 | $748K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.0% | 14,435 | $747K |
| Idaho Trust Co | 0.22% | Reduce -18.1% | 14,360 | $743K |
| Arkadios Wealth Advisors | 0.01% | Add +0.1% | 14,353 | $743K |
| CoreCap Advisors, LLC | 0.02% | Reduce -3.2% | 14,186 | $735K |
| Coign Capital Advisors LLC | 0.33% | Reduce -2.0% | 14,083 | $729K |
| Orcam Financial Group | 0.35% | Add +0.3% | 13,843 | $717K |
| Clearview Wealth Management LLC | 0.46% | Reduce -7.9% | 13,840 | $717K |
| Breachway Investments LLC | 1.08% | Reduce -14.1% | 13,803 | $715K |
| World Equity Group, Inc. | 0.16% | New | 13,785 | $714K |
| Spectrum Planning & Advisory Services Inc. | 0.32% | Add +2.9% | 13,761 | $713K |
| Bensler, LLC | 0.06% | Add +217.4% | 13,671 | $708K |
| Vericrest Private Wealth | 0.62% | Reduce -36.2% | 13,426 | $695K |
| HighMark Wealth Management LLC | 0.23% | Reduce -10.4% | 13,425 | $695K |
| Powers Advisory Group, LLC | 0.22% | Add +34.6% | 13,374 | $693K |
| Apollon Financial, LLC | 0.08% | Add +19.1% | 13,299 | $689K |
| Westfuller Advisors, LLC | 0.25% | Add +3.9% | 13,208 | $684K |
| K2 Financial Inc. | 0.48% | Reduce -1.4% | 12,982 | $675K |
| Symphony Financial, Ltd. Co. | 0.07% | Reduce -1.0% | 13,106 | $674K |
| Stanich Group LLC | 0.42% | Add +8.7% | 12,987 | $672K |
| Dynamic Financial Group | 0.50% | Add +2.0% | 12,752 | $660K |
| BlackDiamond Wealth Management, LLC | 0.27% | Reduce -15.4% | 12,626 | $660K |
| Watershed Private Wealth LLC | 0.19% | Reduce -19.1% | 12,696 | $657K |
| Macroview Investment Management LLC | 0.41% | Add +2.0% | 12,645 | $655K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 12,485 | $646K |
| Hilltop Partners LLC | 0.15% | Add +3.5% | 12,338 | $639K |
| Gilman Hill Asset Management, LLC | 0.09% | No change | 12,250 | $634K |
| Kraft, Davis & Associates, LLC | 0.13% | Add +1.7% | 12,406 | $634K |
| Townsquare Capital LLC | 0.12% | New | 12,184 | $631K |
| Schwallier Wealth Management LLC | 0.40% | Reduce -84.8% | 12,141 | $629K |
| Post Resch Tallon Group Inc. | 0.43% | Add +0.0% | 12,136 | $628K |
| Vantus Wealth LLC | 0.34% | — | 12,066 | $625K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -0.5% | 12,060 | $624K |
| One Wealth Capital Management, LLC | 0.18% | Add +66.8% | 12,010 | $622K |
| Wallace Advisory Group, LLC | 0.58% | Add +9.7% | 11,960 | $619K |
| Foundation Wealth Management, LLC\PA | 0.18% | Add +0.1% | 11,835 | $613K |
| Three Bearings Fiduciary Advisors, Inc. | 0.55% | No change | 11,788 | $610K |
| Maripau Wealth Management LLC | 0.21% | Add +14.2% | 11,623 | $602K |
| Warner Financial, Inc. | 0.18% | No change | 11,544 | $598K |
| Dravo Bay LLC | 0.21% | Reduce -3.3% | 11,497 | $595K |
| Gross & Hartman Investments LLC | 0.26% | Reduce -28.9% | 11,493 | $595K |
| Life Planning Partners, Inc | 0.44% | No change | 11,466 | $594K |
| Hill Investment Group Partners, LLC | 0.06% | Reduce -2.8% | 11,420 | $591K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 11,342 | $587K |
| Mather Group, Llc. | 0.01% | Reduce -5.3% | 11,316 | $586K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +11.0% | 11,255 | $583K |
| Gambit Capital Management, LLC | 0.34% | Add +3.2% | 11,240 | $582K |
| Connecticut Wealth Management, LLC | 0.02% | Add +92.5% | 11,224 | $581K |
| Owen LaRue, LLC | 0.20% | Add +9.8% | 11,194 | $580K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.1% | 10,995 | $569K |
| NBT Bank, N.A. | 0.04% | Add +0.8% | 10,931 | $566K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.9% | 10,917 | $565K |
| Advisory Resource Group | 0.08% | Reduce -78.9% | 10,790 | $559K |
| Mgo One Seven LLC | 0.01% | Add +16.2% | 10,559 | $547K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 11,639 | $546K |
| WealthPlan Investment Management, LLC | 0.03% | Add +3.2% | 10,401 | $539K |
| FSA Advisors, Inc. | 0.25% | Add +28.3% | 10,399 | $538K |
| 4WEALTH Advisors, Inc. | 0.41% | Reduce -0.6% | 10,455 | $537K |
| Resurgent Financial Advisors LLC | 0.15% | Reduce -4.5% | 10,268 | $532K |
| TFB Advisors LLC | 0.23% | Add +8.1% | 10,186 | $527K |
| Destination Wealth Management | 0.01% | Reduce -1.1% | 10,183 | $527K |
| Wiregrass Investment Management LLC | 0.36% | Add +2.7% | 10,165 | $526K |
| Evolution Wealth Management Inc. | 0.31% | Add +6.5% | 10,068 | $521K |
| Cooksen Wealth, LLC | 0.33% | Reduce -0.8% | 10,042 | $520K |
| Van Diest Capital, LLC | 0.46% | Add +96.7% | 9,987 | $517K |
| Angeles Wealth Management, LLC | 0.02% | No change | 9,900 | $513K |
| Urban Financial Advisory Corp | 0.14% | Reduce -1.1% | 9,847 | $510K |
| Alliance Wealth Advisors, LLC | 0.10% | Reduce -30.0% | 9,736 | $504K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +4.2% | 9,724 | $504K |
| Landmark Wealth Management, LLC | 0.12% | Add +0.2% | 9,678 | $501K |
| Csenge Advisory Group | 0.02% | Add +1.6% | 9,660 | $500K |
| TSA Wealth Managment LLC | 0.14% | No change | 9,648 | $500K |
| Claro Advisors Inc. | 0.05% | Reduce -1.0% | 9,631 | $499K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -4.4% | 9,562 | $495K |
| SkyOak Wealth, LLC | 0.08% | Add +0.1% | 9,552 | $495K |
| PKS Advisory Services, LLC | 0.08% | New | 9,537 | $494K |
| Trek Financial, LLC | 0.02% | Add +27.6% | 9,483 | $491K |
| ACT Advisors, LLC. | 0.16% | Reduce -1.8% | 9,476 | $491K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +3.1% | 9,466 | $490K |
| First Heartland Consultants, Inc. | 0.03% | Add +3.2% | 9,417 | $488K |
| Spinnaker Investment Group, LLC | 0.08% | New | 9,294 | $481K |
| Northern Trust Corp. | 0.00% | Add +3.2% | 9,233 | $478K |
| Chicago Partners Investment Group LLC | 0.01% | Add +39.3% | 9,412 | $475K |
| Marino, Stram & Associates LLC | 0.08% | Reduce -2.6% | 9,146 | $474K |
| Pinnacle Family Advisors, LLC | 0.20% | Add +4.8% | 9,144 | $473K |
| Forbes Financial Planning, Inc. | 0.25% | Reduce -0.1% | 9,126 | $473K |
| Richard W. Paul & Associates, LLC | 0.14% | Add +5.7% | 9,085 | $470K |
| Greystone Financial Group, LLC | 0.13% | Reduce -1.9% | 9,059 | $469K |
| US Bancorp \de | 0.00% | Reduce -23.4% | 9,059 | $469K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.7% | 9,058 | $469K |
| Hopwood Nicholas Hunter | 0.13% | Reduce -0.3% | 9,042 | $468K |
| Kelly Financial Services LLC | 0.10% | Add +7.2% | 9,040 | $468K |
| Carroll Advisory Group, LLC | 0.15% | Reduce -0.1% | 8,994 | $466K |
| Keener Financial Planning LLC | 0.16% | Reduce -9.5% | 8,832 | $457K |
| Insight Advisors, LLC/ PA | 0.08% | Add +1.4% | 8,807 | $456K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -19.5% | 8,781 | $455K |
| FreeGulliver LLC | 0.16% | Reduce -0.1% | 8,732 | $452K |
| Kesler, Norman & Wride, LLC | 0.07% | Add +9.5% | 8,676 | $449K |
| Manhattan West Asset Management, LLC | 0.07% | No change | 8,668 | $449K |
| Formidable Asset Management, LLC | 0.07% | Reduce -64.8% | 9,523 | $447K |
| Bahl & Gaynor LLC | 0.00% | Reduce -14.3% | 8,512 | $441K |
| FSM Wealth Advisors, LLC | 0.05% | Add +0.2% | 8,504 | $440K |
| Redmond Asset Management, LLC | 0.11% | Add +2.7% | 8,498 | $440K |
| RCS Financial Planning, LLC | 0.21% | No change | 8,497 | $440K |
| Clarity Capital Advisors, LLC | 0.18% | Add +1.0% | 8,459 | $438K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +1.0% | 8,455 | $438K |
| PFG Advisors | 0.02% | Add +1.8% | 8,408 | $435K |
| Carrera Capital Advisors | 0.06% | New | 8,345 | $432K |
| Buck Wealth Strategies, LLC | 0.05% | New | 8,342 | $432K |
| Curi Capital, LLC | 0.01% | Add +0.0% | 8,321 | $431K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 8,195 | $424K |
| Calton & Associates, Inc. | 0.06% | Reduce -70.1% | 8,182 | $424K |
| Wealthfront Advisers LLC | 0.00% | Add +58.7% | 8,158 | $422K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +55.3% | 8,208 | $421K |
| Weitzel Financial Services, Inc. | 0.14% | No change | 8,186 | $418K |
| E6 Portfolios, LLC | 0.33% | Add +6.2% | 8,014 | $415K |
| Firestone Capital Management | 0.08% | No change | 8,003 | $414K |
| E&G Advisors, LLC | 0.08% | Add +0.8% | 8,004 | $414K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -98.9% | 8,000 | $414K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -30.6% | 7,979 | $413K |
| Sterling Wealth Management, Inc. | 0.10% | Reduce -0.0% | 7,904 | $409K |
| Lantz Financial LLC | 0.07% | No change | 7,891 | $409K |
| Brighton Jones LLC | 0.01% | Add +2.9% | 7,874 | $408K |
| Legacy Wealth Advisors, LLC | 0.18% | No change | 7,840 | $406K |
| Advocacy Wealth Management, LLC | 0.01% | Reduce -99.3% | 7,682 | $398K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 7,695 | $398K |
| Bci Securities, Inc. | 3.40% | Add +4.9% | 7,625 | $395K |
| Fortitude Financial, LLC | 0.35% | Reduce -28.5% | 7,614 | $394K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -2.4% | 7,571 | $392K |
| Baker Tilly Wealth Management, LLC | 0.08% | Reduce -2.9% | 7,568 | $392K |
| Destiny Capital Corp | 0.18% | No change | 7,445 | $386K |
| Clear Retirement Advice LLC | 0.26% | Reduce -0.6% | 7,412 | $384K |
| Mutual Advisors, LLC | 0.01% | Add +64.3% | 7,329 | $379K |
| R2 Capital Strategies, LLC | 0.17% | — | 7,275 | $377K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Reduce -1.0% | 7,269 | $376K |
| Gerald Baker Financial Group LLC | 0.11% | Add +1.0% | 7,203 | $373K |
| Burney Co./ | 0.01% | Add +59.0% | 7,203 | $373K |
| Professional Financial Advisors, LLC | 0.06% | Add +2.3% | 7,145 | $370K |
| HUB Investment Partners, LLC | 0.01% | Reduce -23.8% | 7,118 | $369K |
| Accurate Wealth Management, LLC | 0.04% | Add +8.9% | 7,106 | $368K |
| Balentine LLC | 0.01% | Add +41.9% | 7,111 | $368K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Reduce -1.2% | 7,065 | $366K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,100 | $362K |
| Castleview Partners, LLC | 0.16% | Add +2.4% | 6,971 | $361K |
| Wilkerson Advisory Group LLC | 0.11% | Reduce -3.4% | 6,949 | $360K |
| Cabot Wealth Management Inc. | 0.04% | No change | 6,938 | $359K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.1% | 6,869 | $356K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 6,791 | $352K |
| Davis Wealth Advisors, LLC | 0.27% | Reduce -17.2% | 6,754 | $350K |
| SIMA Wealth Partners, LLC | 0.25% | No change | 6,752 | $350K |
| German American Bancorp, Inc. | 0.03% | No change | 6,711 | $347K |
| Financial Guidance Group, Inc. | 0.13% | No change | 6,688 | $346K |
| Virtue Capital Management, LLC | 0.05% | Reduce -17.0% | 6,672 | $345K |
| Cornerstone Advisors Asset Management, LLC | 0.04% | Add +2.1% | 6,628 | $343K |
| Barnes Wealth Management Group, Inc | 0.16% | Reduce -1.5% | 6,624 | $343K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -2.1% | 6,600 | $342K |
| Gainline Financial Partners, LLC | 0.32% | — | 6,577 | $341K |
| KPP Advisory Services LLC | 0.04% | Add +1.9% | 6,560 | $340K |
| Client 1ST Advisory Group, LLC | 0.09% | Reduce -15.3% | 6,554 | $339K |
| Fell Capital Management | 0.29% | Add +27.4% | 6,548 | $339K |
| Financial Plan, Inc. | 0.03% | Reduce -2.7% | 6,537 | $338K |
| Narus Financial Partners, LLC | 0.09% | Add +3.6% | 6,519 | $338K |
| Voya Financial Advisors, Inc. | 0.03% | New | 6,471 | $332K |
| High Net Worth Advisory Group LLC | 0.07% | Add +1.0% | 6,395 | $331K |
| Sovran Advisors, LLC | 0.02% | Reduce -11.8% | 6,567 | $329K |
| Gilpin Wealth Management, LLC | 0.23% | No change | 6,320 | $327K |
| Triad Wealth Partners, LLC | 0.02% | Add +13.3% | 6,336 | $324K |
| Whittier Trust Co. | 0.00% | No change | 6,220 | $323K |
| Trust Co | 0.03% | Add +9.0% | 6,238 | $323K |
| Donalies Financial Planning, LLC | 0.24% | Reduce -5.3% | 6,221 | $322K |
| Graetz Wealth LLC | 0.26% | Reduce -2.0% | 6,204 | $321K |
| Astoria Strategic Wealth, Inc. | 0.07% | No change | 6,177 | $320K |
| Thrive Wealth Management, LLC | 0.04% | Add +0.0% | 6,119 | $317K |
| KM Capital Management Ltd. | 0.15% | Reduce -13.5% | 6,110 | $316K |
| Aspect Partners, LLC | 0.12% | No change | 6,074 | $315K |
| GWN Securities Inc. | 0.05% | Reduce -8.5% | 6,071 | $314K |
| Fourpath Capital Management, LLC | 0.04% | No change | 6,068 | $314K |
| Barnes Dennig Private Wealth Management LLC | 0.25% | Add +62.7% | 6,048 | $313K |
| APS Management Group, Inc. | 0.24% | Reduce -5.5% | 6,036 | $313K |
| Rossby Financial, LCC | 0.06% | Reduce -28.0% | 5,980 | $310K |
| Prosperity Financial Group, Inc. | 0.10% | Add +1.2% | 5,968 | $309K |
| Wealth Advisors Northwest LLC | 0.10% | Reduce -13.7% | 5,945 | $308K |
| Eddie Patel Inc | 0.18% | New | 5,876 | $304K |
| Vestia Personal Wealth Advisors | 0.12% | Reduce -4.2% | 5,825 | $302K |
| Meridian Wealth Management, LLC | 0.01% | Add +32.5% | 5,821 | $301K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -19.6% | 5,757 | $298K |
| Paces Ferry Wealth Advisors, LLC | 0.11% | Add +9.1% | 5,737 | $297K |
| IFG Advisors, LLC | 0.04% | Add +10.9% | 5,701 | $295K |
| J2 Capital Management Inc | 0.20% | Reduce -1.0% | 5,685 | $294K |
| AlTi Global, Inc. | 0.01% | No change | 5,657 | $293K |
| Cogent Private Wealth, Inc. | 0.18% | No change | 5,511 | $285K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -1.0% | 5,492 | $284K |
| Bluespring Wealth Management, LLC | 0.01% | New | 5,431 | $281K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,391 | $279K |
| Venture Visionary Partners LLC | 0.01% | Reduce -2.2% | 5,390 | $279K |
| True North Advisors, LLC | 0.03% | Add +2.1% | 5,388 | $279K |
| Lutz Financial Services LLC | 0.02% | Add +11.3% | 5,371 | $278K |
| StoneX Group Inc. | 0.01% | New | 5,309 | $275K |
| D.A. Davidson & Co. | 0.00% | Add +1.9% | 5,272 | $273K |
| DV Trading LLC | 0.02% | New | 5,200 | $269K |
| Mitchell Capital Management Co. | 0.04% | No change | 5,195 | $269K |
| Western Reserve Capital Management, LLC | 0.20% | Add +2.5% | 5,149 | $267K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -9.3% | 5,661 | $266K |
| BNP Paribas Financial Markets | 0.00% | Add +25.8% | 5,122 | $265K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -54.4% | 5,081 | $263K |
| Abound Wealth Management | 0.05% | Add +2.4% | 5,060 | $262K |
| Tilson Financial Group, Inc. | 0.07% | Add +1.0% | 5,032 | $261K |
| FC Advisory LLC | 0.07% | Reduce -7.2% | 5,021 | $260K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -46.1% | 5,015 | $260K |
| JGP Wealth Management, LLC | 0.02% | No change | 4,992 | $258K |
| Vawter Financial, Ltd. | 0.10% | Reduce -6.3% | 4,924 | $255K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.18% | No change | 4,920 | $255K |
| Hobbs Group Advisors, LLC | 0.07% | No change | 4,898 | $254K |
| Keybank National Association | 0.00% | No change | 4,885 | $253K |
| Evergreen Capital Management LLC | 0.00% | Reduce -11.4% | 4,872 | $252K |
| Kelman-Lazarov, Inc. | 0.03% | Reduce -22.4% | 4,867 | $252K |
| Capital CS Group, LLC | 0.37% | Add +6.9% | 4,862 | $252K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -53.8% | 4,854 | $251K |
| OFS Enterprise LLC | 0.06% | No change | 4,809 | $249K |
| Prostatis Group LLC | 0.06% | New | 4,802 | $249K |
| Nicolet Bankshares Inc. | 0.01% | New | 4,774 | $248K |
| Iams Wealth Management, LLC | 0.07% | Reduce -77.3% | 4,787 | $248K |
| Mayflower Financial Advisors, LLC | 0.02% | Reduce -0.3% | 4,782 | $248K |
| Kavar Capital Partners Group, LLC | 0.03% | Add +0.0% | 4,733 | $245K |
| Silver Oak Securities, Incorporated | 0.01% | Add +11.7% | 4,705 | $244K |
| Sun Financial Inc | 0.11% | Add +12.9% | 4,622 | $242K |
| Ariadne Wealth Management, LP | 0.11% | No change | 4,653 | $241K |
| Security Financial Services, INC. | 0.03% | Reduce -1.7% | 4,617 | $239K |
| Orographic Financial Advisors, LLC | 0.16% | Add +1.3% | 4,573 | $239K |
| Hershey Financial Advisers, LLC | 0.17% | Add +7.7% | 4,598 | $238K |
| MSH Capital Advisors LLC | 0.04% | Reduce -4.0% | 4,583 | $237K |
| Fisher Asset Management | 0.00% | New | 4,572 | $237K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 4,568 | $237K |
| Prospera Financial Services Inc | 0.00% | Reduce -3.5% | 4,522 | $234K |
| Transcend Capital Advisors, LLC | 0.02% | New | 4,503 | $233K |
| Wealth Alliance, LLC | 0.02% | New | 4,498 | $233K |
| Creekmur Asset Management LLC | 11.26% | Add +33.5% | 4,496 | $233K |
| Inspire Advisors, LLC | 0.02% | Reduce -12.5% | 4,478 | $232K |
| Naples Global Advisors, LLC | 0.01% | No change | 4,468 | $231K |
| Topsail Wealth Management, LLC | 0.03% | No change | 4,410 | $228K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.3% | 4,405 | $228K |
| Whalen Wealth Management Inc. | 0.10% | New | 4,400 | $228K |
| Caprock Group, LLC | 0.00% | No change | 4,380 | $227K |
| Elm3 Financial Group, LLC | 0.15% | New | 4,363 | $226K |
| Truepoint, Inc. | 0.00% | Reduce -20.4% | 4,358 | $226K |
| Vance Wealth, LLC | 0.05% | No change | 4,339 | $225K |
| Tsfg, LLC | 0.03% | Add +117.8% | 4,277 | $221K |
| Kickstand Ventures, Llc. | 0.04% | Reduce -0.8% | 4,258 | $220K |
| Fortune Financial Advisors, LLC | 0.09% | New | 4,229 | $219K |
| Brown Advisory Inc. | 0.00% | New | 4,161 | $215K |
| Mayport, LLC | 0.03% | New | 4,116 | $213K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,104 | $213K |
| Strategic Advisory Partners, LLC | 0.15% | No change | 4,082 | $211K |
| Falcon Wealth Planning | 0.01% | New | 4,080 | $211K |
| Proficio Capital Partners LLC | 0.01% | New | 4,062 | $210K |
| Vanguard Advisers Inc. | 0.00% | Add +6.7% | 4,027 | $209K |
| Scotia Capital Inc. | 0.00% | New | 3,976 | $206K |
| AssuredPartners Investment Advisors, LLC | 0.02% | Reduce -7.3% | 3,975 | $206K |
| Chris Bulman Inc | 0.07% | New | 3,952 | $205K |
| Investments & Financial Planning, LLC | 0.10% | New | 3,949 | $204K |
| Strategic Blueprint, LLC | 0.01% | New | 3,945 | $204K |
| BCK Partners, Inc. | 0.10% | New | 3,940 | $204K |
| Wealthgarden F.S. LLC | 0.11% | New | 3,909 | $202K |
| WealthShield Partners, LLC | 0.03% | No change | 3,736 | $193K |
| Bogart Wealth, LLC | 0.01% | No change | 3,721 | $193K |
| Paladin Advisory Group, LLC | 0.12% | No change | 3,471 | $180K |
| Copia Wealth Management | 0.11% | No change | 3,464 | $179K |
| LRI Investments, LLC | 0.01% | No change | 3,387 | $175K |
| Rakuten Securities, Inc. | 0.04% | Reduce -3.0% | 3,285 | $170K |
| Oakmont Advisory Group, LLC | 0.14% | New | 3,154 | $163K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +3.5% | 2,838 | $147K |
| Glassman Wealth Services | 0.02% | Add +2.8% | 2,803 | $145K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -6.3% | 2,802 | $145K |
| Markowski Investments | 0.03% | — | 2,780 | $144K |
| Avion Wealth | 0.03% | New | 2,780 | $143K |
| Bokf, NA | 0.00% | No change | 2,560 | $133K |
| Rialto Wealth Management, LLC | 0.03% | Reduce -0.6% | 2,512 | $130K |
| GAMMA Investing LLC | 0.00% | No change | 2,436 | $126K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 2,397 | $124K |
| KERR FINANCIAL PLANNING Corp | 0.14% | No change | 2,390 | $124K |
| Napier Financial, LLC | 0.03% | Add +0.6% | 2,373 | $123K |
| Brown, Lisle/Cummings, Inc. | 0.03% | Add +95.5% | 2,205 | $114K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -16.8% | 2,196 | $114K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 2,124 | $110K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -0.1% | 2,107 | $109K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -24.5% | 2,090 | $108K |
| IMA Advisory Services, Inc. | 0.01% | New | 2,071 | $107K |
| Investment Counsel Co. of Nevada | 0.19% | Reduce -19.3% | 2,012 | $104K |
| Evermay Wealth Management LLC | 0.01% | Add +539.7% | 1,983 | $103K |
| UMB Bank, n.a. | 0.00% | Add +28.7% | 1,842 | $95K |
| Ballast Advisors LLC | 0.02% | Add +2.0% | 1,815 | $94K |
| Downshift Financial, LLC | 0.04% | New | 1,814 | $94K |
| Graney & King, LLC | 0.03% | New | 1,814 | $94K |
| Synergy Investment Management, LLC | 0.02% | Reduce -8.7% | 1,733 | $90K |
| Quadrant Capital Group LLC | 0.00% | Reduce -80.0% | 1,696 | $88K |
| Miller Capital Partners, Inc. | 0.03% | No change | 1,674 | $87K |
| Archer Investment Corp | 0.02% | Reduce -17.2% | 1,644 | $85K |
| Dunhill Financial, LLC | 0.02% | Reduce -17.5% | 1,637 | $85K |
| Creative Capital Management Investments LLC | 0.02% | Add +1335.4% | 1,622 | $84K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,608 | $83K |
| Clearstead Trust, LLC | 0.01% | Reduce -8.0% | 1,600 | $83K |
| Planning Strategies Inc. | 0.05% | — | 1,580 | $82K |
| Trust Co. of Vermont | 0.00% | — | 1,526 | $79K |
| Covestor Ltd | 0.04% | Reduce -0.9% | 1,455 | $75K |
| WealthCollab, LLC | 0.03% | No change | 1,424 | $74K |
| Sachetta, LLC | 0.04% | Add +0.7% | 1,419 | $73K |
| Liberty One Investment Management, LLC | 0.01% | Reduce -94.2% | 1,411 | $73K |
| Gould Capital, LLC | 0.04% | Add +4.6% | 1,310 | $68K |
| Valley National Advisers Inc. | 0.01% | No change | 1,307 | $68K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1,280 | $66K |
| Front Row Advisors LLC | 0.02% | No change | 1,271 | $66K |
| Lavaca Capital LLC | 0.01% | New | 1,258 | $65K |
| Russell Investments Group, Ltd. | 0.00% | Add +86.8% | 1,205 | $62K |
| Main Management LLC | 0.00% | Reduce -6.9% | 1,193 | $62K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,163 | $60K |
| Fiduciary Financial Advisors | 0.01% | New | 1,147 | $59K |
| Addison Advisors LLC | 0.03% | No change | 1,145 | $59K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | Reduce -20.2% | 1,091 | $56K |
| Tidemark, LLC | 0.01% | No change | 1,007 | $52K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.5% | 1,000 | $52K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -2.3% | 1,068 | $50K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 946 | $49K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 943 | $49K |
| Sunrise Financial Services, LLC | 0.03% | Reduce -42.1% | 932 | $48K |
| Stone House Investment Management, LLC | 0.01% | Add +7.5% | 893 | $46K |
| Signaturefd, LLC | 0.00% | Add +0.6% | 862 | $45K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 862 | $45K |
| Anchor Investment Management, LLC | 0.00% | No change | 800 | $41K |
| Blue Trust, Inc. | 0.00% | Add +94.7% | 771 | $40K |
| Key Capital Management, INC | 0.02% | Reduce -2.4% | 768 | $40K |
| Cape Investment Advisory, Inc. | 0.01% | New | 729 | $38K |
| Gill Capital Partners, LLC | 0.01% | No change | 722 | $37K |
| Robinswood Financial LLC | 0.01% | Add +0.6% | 694 | $36K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.0% | 692 | $36K |
| Crewe Advisors LLC | 0.00% | Add +758.2% | 678 | $35K |
| Legacy Bridge, LLC | 0.01% | No change | 671 | $35K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -30.7% | 645 | $33K |
| First Horizon Corp. | 0.00% | No change | 626 | $32K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -41.1% | 620 | $32K |
| Essential Partners LLC | 0.01% | No change | 608 | $31K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +8.2% | 606 | $31K |
| Rothschild Investment LLC | 0.00% | No change | 590 | $31K |
| Your Advocates Ltd., LLP | 0.01% | Reduce -5.7% | 576 | $30K |
| IMG Wealth Management, Inc. | 0.02% | No change | 561 | $29K |
| First Command Advisory Services, Inc. | 0.00% | No change | 556 | $29K |
| REAP Financial Group, LLC | 0.00% | Add +0.2% | 544 | $28K |
| Zions Bancorporation, National Association | 0.00% | No change | 533 | $28K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 506 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $26K |
| Ameriflex Group, Inc. | 0.01% | Add +13.2% | 496 | $26K |
| Tompkins Financial Corp. | 0.00% | No change | 469 | $24K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.1% | 468 | $24K |
| Investment Research & Advisory Group, Inc. | 0.01% | Add +1.1% | 457 | $24K |
| Maseco LLP | 0.00% | No change | 433 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -5.9% | 418 | $22K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +420.0% | 416 | $22K |
| Accent Capital Management, LLC | 0.01% | No change | 400 | $21K |
| Longview Financial Advisors LLC | 0.01% | No change | 372 | $19K |
| Sage Mountain Advisors LLC | 0.00% | No change | 370 | $19K |
| Highline Wealth Partners LLC | 0.00% | New | 355 | $18K |
| BankPlus Trust Department | 0.00% | New | 339 | $18K |
| Ares Financial Consulting, LLC | 0.01% | No change | 334 | $17K |
| Blueline Advisors LLC | 0.01% | Reduce -1.5% | 324 | $17K |
| Essential Investment Partners LLC | 0.01% | No change | 321 | $17K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 300 | $16K |
| Phillips Financial Management, LLC | 0.00% | Reduce -0.3% | 298 | $15K |
| Compass Financial Management LLC | 0.00% | — | 290 | $15K |
| WPG Advisers, LLC | 0.01% | Reduce -8.3% | 289 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | Add +145.3% | 287 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | Add +1.1% | 279 | $14K |
| Allied Private Wealth LLC | 0.01% | — | 280 | $14K |
| HM Payson & Co. | 0.00% | No change | 277 | $14K |
| MCF Advisors LLC | 0.00% | No change | 276 | $14K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 250 | $13K |
| Glenmede Trust Co. NA | 0.00% | No change | 240 | $12K |
| Davis Capital Management | 0.01% | No change | 239 | $12K |
| Colonial Trust Co / SC | 0.00% | No change | 238 | $12K |
| Westend Capital Management, LLC | 0.00% | No change | 235 | $12K |
| Strive Financial Group ,LLC | 0.01% | No change | 234 | $12K |
| Chilton Capital Management LLC | 0.00% | New | 232 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 220 | $11K |
| Miller Global Investments, LLC | 0.01% | No change | 215 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -18.1% | 212 | $11K |
| Simplex Trading, LLC | 0.00% | Add +670.4% | 208 | $11K |
| Cordant, Inc. | 0.00% | New | 202 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 196 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 195 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 193 | $10K |
| International Assets Investment Management, LLC | 0.00% | Reduce -42.9% | 168 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 160 | $8K |
| Cambient Family Office, LLC | 0.00% | No change | 156 | $8K |
| Concord Wealth Partners | 0.00% | New | 148 | $8K |
| 1015 Capital Partners, LLC | 0.01% | New | 143 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 140 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 130 | $7K |
| Chesapeake Asset Management LLC | 0.01% | Reduce -1.6% | 127 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | New | 127 | $7K |
| Princeton Global Asset Management LLC | 0.00% | New | 122 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | — | 114 | $6K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 106 | $5K |
| Godsey & Gibb, Inc. | 0.00% | No change | 104 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 104 | $5K |
| Nova Wealth Management, Inc. | 0.00% | No change | 98 | $5K |
| FWL Investment Management, LLC | 0.00% | New | 90 | $5K |
| Meramec Financial Planners, LLC | 0.00% | New | 86 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 82 | $4K |
| PlanVest Financial, Inc | 0.00% | No change | 79 | $4K |
| RMG Wealth Management LLC | 0.00% | New | 77 | $4K |
| Noble Wealth Management PBC | 0.00% | No change | 70 | $4K |
| American National Bank & Trust | 0.00% | No change | 68 | $4K |
| Operose Advisors LLC | 0.00% | Reduce -62.5% | 63 | $3K |
| Bfsg, LLC | 0.00% | New | 59 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 60 | $3K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 57 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | Add +119.2% | 57 | $3K |
| Networth Advisors, LLC | 0.00% | Add +8.2% | 53 | $3K |
| Nemes Rush Group LLC | 0.00% | New | 50 | $3K |
| Eastern Bank | 0.00% | Reduce -74.6% | 48 | $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 |
| Caitlin John, LLC | 0.00% | Reduce -70.0% | 39 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 24 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 22 | $1K |
| Talon Private Wealth, LLC | 0.00% | New | 20 | $1K |
| Strategic Advocates LLC | 0.00% | No change | 16 | $828 |
| RHL Group, LLC | 0.00% | No change | 15 | $780 |
| Spurstone Advisory Services, LLC | 0.01% | New | 11 | $564 |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 8 | $414 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +150.0% | 5 | $259 |
| Anchor Bay Capital, Inc. | 0.00% | — | 4 | $210 |
| DecisionPoint Financial, LLC | 0.00% | No change | 3 | $154 |
| Activest Wealth Management | 0.00% | No change | 2 | $105 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $52 |
"% 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.