Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q1 2024 (March 31)972holders
4famous investors
$61.41avg. 13F price*
At the end of Q1 2024, 972 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings. The largest holders were Betterment LLC ($2.1B), LPL Financial LLC ($1.8B) and Creative Planning ($1.7B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ste STR SPDR PT S&P 500 ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $485.5M |
| Exits | 47 | $108.3M |
Ownership 972 holders
| Betterment LLC | 5.55% | Add +53056.7% | 33,627,999 | $2.1B |
| LPL Financial LLC | 0.98% | Add +8.4% | 29,738,616 | $1.8B |
| Creative Planning | 1.88% | Add +3.9% | 27,570,244 | $1.7B |
| Advance Capital Management, Inc. | 56.12% | Add +121.0% | 13,167,766 | $810.2M |
| JPMorgan Chase & Co. | 0.06% | Reduce -11.5% | 10,328,282 | $635.5M |
| Envestnet Asset Management Inc. | 0.21% | Add +7.7% | 9,048,636 | $556.8M |
| Osaic Holdings, Inc. | 0.99% | Reduce -1.6% | 7,227,596 | $444.7M |
| Bank of America Corp. | 0.04% | Reduce -8.7% | 7,162,890 | $440.7M |
| OneDigital Investment Advisors LLC | 6.89% | Reduce -9.9% | 7,126,502 | $438.5M |
| Stadion Money Management, LLC | 27.06% | Reduce -6.8% | 6,778,667 | $417.1M |
| Morgan Stanley | 0.03% | Add +6.4% | 6,515,656 | $400.9M |
| Cwm, LLC | 1.95% | Add +9.9% | 6,508,814 | $400.5M |
| Clark Capital Management Group, Inc. | 2.70% | Add +3.0% | 5,883,234 | $362.0M |
| Advocacy Wealth Management, LLC | 28.16% | Add +168.5% | 5,324,315 | $327.6M |
| Mizuho Bank, Ltd. | 32.45% | New | 5,100,000 | $313.8M |
| Financial Engines Advisors L.L.C. | 0.69% | Reduce -3.0% | 4,991,915 | $307.2M |
| Assetmark, Inc. | 0.80% | Reduce -5.9% | 3,997,075 | $245.9M |
| Gradient Investments LLC | 5.17% | Reduce -3.6% | 3,619,712 | $222.7M |
| Private Advisor Group, LLC | 1.58% | Reduce -15.4% | 3,562,314 | $219.2M |
| 1900 Wealth Management LLC | 19.02% | Add +39.4% | 3,391,176 | $208.7M |
| GM Advisory Group, LLC | 14.01% | Add +6.8% | 3,246,379 | $199.7M |
| Manufacturers Life Insurance Company, The | 0.18% | Reduce -23.8% | 3,162,700 | $194.6M |
| Wealthcare Advisory Partners LLC | 6.20% | Add +16.6% | 3,075,054 | $189.2M |
| Capital Analysts, LLC | 8.47% | Add +5.7% | 2,947,700 | $181.4M |
| Mariner, LLC | 0.37% | Add +16.2% | 2,877,800 | $177.1M |
| Wells Fargo & Company | 0.05% | Add +31.1% | 2,799,085 | $172.2M |
| AE Wealth Management LLC | 1.85% | Reduce -66.0% | 2,653,204 | $163.3M |
| TD Private Client Wealth LLC | 4.98% | Add +11.4% | 2,468,485 | $151.9M |
| Peterson Wealth Advisors, LLC | 31.30% | Add +0.6% | 2,393,901 | $147.3M |
| Raymond James Financial Services Advisors, Inc. | 0.21% | Reduce -16.0% | 2,294,184 | $141.2M |
| Cetera Investment Advisers | 0.32% | Add +350.8% | 2,223,389 | $136.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -0.8% | 2,202,235 | $135.6M |
| Cambridge Investment Research Advisors, Inc. | 0.48% | Add +5.5% | 2,020,451 | $124.3M |
| Austin Private Wealth, LLC | 14.09% | Reduce -15.4% | 2,005,125 | $122.5M |
| Tennessee Valley Asset Management Partners | 28.96% | Add +21.5% | 1,946,378 | $119.8M |
| Taiyo Life Insurance Co. | 9.61% | No change | 1,940,500 | $119.4M |
| HighTower Advisors, LLC | 0.17% | Add +8.6% | 1,730,508 | $106.4M |
| Integrated Wealth Concepts LLC | 1.54% | Reduce -0.2% | 1,729,149 | $106.4M |
| Agur Provident & Training Funds Management Ltd. | 30.05% | No change | 1,621,994 | $98.7M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Reduce -4.1% | 1,591,394 | $97.9M |
| Sand Hill Global Advisors, LLC | 4.54% | Add +3.1% | 1,557,111 | $95.8M |
| Two Sigma Investments, LP | 0.24% | Add +14.2% | 1,545,300 | $95.1M |
| Global Retirement Partners, LLC | 3.46% | Add +9.7% | 1,509,975 | $92.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -3.1% | 1,495,353 | $92.0M |
| AlphaStar Capital Management, LLC | 9.18% | Add +1.7% | 1,450,904 | $89.3M |
| Stratos Wealth Partners, LTD. | 1.48% | Reduce -0.2% | 1,429,938 | $88.0M |
| N.E.W. Advisory Services LLC | 9.70% | Reduce -2.3% | 1,420,518 | $87.4M |
| Brookstone Capital Management | 1.54% | Reduce -7.5% | 1,397,623 | $86.0M |
| CFS Investment Advisory Services, LLC | 14.33% | Reduce -24.4% | 1,385,514 | $85.3M |
| KWB Wealth | 11.37% | Reduce -14.8% | 1,373,577 | $84.5M |
| NewEdge Advisors, LLC | 0.72% | Add +3.0% | 1,346,758 | $82.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.64% | Reduce -23.1% | 1,323,434 | $81.4M |
| MML Investors Services, LLC | 0.34% | Reduce -1.6% | 1,323,288 | $81.4M |
| Good Life Advisors, LLC | 7.04% | Add +75.6% | 1,288,579 | $79.3M |
| OneAscent Financial Services LLC | 8.65% | Reduce -9.9% | 1,272,484 | $78.3M |
| SigFig Wealth Management, LLC | 2.85% | Reduce -28.5% | 1,261,777 | $77.6M |
| Girard Partners LTD. | 6.92% | Add +7.5% | 1,194,024 | $73.5M |
| RiverFront Investment Group, LLC | 2.00% | Add +2.5% | 1,155,036 | $71.1M |
| State Street Corp. | 0.00% | Add +66.6% | 1,150,700 | $70.8M |
| Horst & Graben Wealth Management LLC | 14.27% | Reduce -22.4% | 1,139,237 | $70.1M |
| Great Valley Advisor Group, Inc. | 2.01% | Add +7.5% | 1,076,126 | $66.2M |
| Security Financial Services, INC. | 14.93% | Reduce -4.1% | 1,075,477 | $66.2M |
| Compass Ion Advisors, LLC | 9.33% | Reduce -2.2% | 1,054,514 | $64.9M |
| Raymond James & Associates | 0.04% | Reduce -7.6% | 1,051,801 | $64.7M |
| Avidian Wealth Enterprises, LLC | 3.45% | Add +14.0% | 1,047,786 | $64.5M |
| Armstrong Advisory Group, Inc. | 6.25% | No change | 1,151,529 | $64.4M |
| One Wealth Advisors, LLC | 10.98% | Reduce -18.5% | 1,025,677 | $63.1M |
| Standpoint Asset Management, LLC | 16.23% | Add +3.4% | 1,012,500 | $62.3M |
| Aptus Capital Advisors, LLC | 1.34% | Add +17.8% | 1,011,548 | $62.2M |
| Horizon Wealth Management, LLC | 15.93% | Add +7.0% | 992,354 | $61.1M |
| Detalus Advisors, LLC | 21.66% | Reduce -2.5% | 987,657 | $60.8M |
| Badgley Phelps Wealth Managers, LLC | 1.51% | Add +3.1% | 980,077 | $60.3M |
| Intrua Financial, LLC | 8.91% | Add +14.7% | 931,608 | $57.3M |
| Kestra Advisory Services, LLC | 0.38% | Add +3.7% | 929,169 | $57.2M |
| CreativeOne Wealth, LLC | 2.26% | Reduce -7.0% | 923,036 | $56.8M |
| Allen Capital Group, LLC | 8.20% | Add +3.6% | 917,934 | $56.5M |
| New Perspectives, Inc | 30.10% | — | 883,458 | $54.4M |
| Royal Bank of Canada | 0.01% | Reduce -24.9% | 880,771 | $54.2M |
| O'Dell Group, LLC | 12.72% | Reduce -1.5% | 843,503 | $51.9M |
| Brown Financial Advisory | 40.09% | Add +0.6% | 838,510 | $51.6M |
| IHT Wealth Management, LLC | 2.04% | Reduce -9.1% | 826,732 | $50.9M |
| Physician Wealth Advisors, Inc. | 10.66% | Reduce -18.0% | 855,793 | $50.7M |
| Wealthspire Advisors, LLC | 0.67% | Reduce -2.6% | 813,255 | $50.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +11.1% | 805,203 | $49.5M |
| Private Wealth Group, LLC | 24.77% | Add +2.0% | 776,750 | $47.8M |
| Davidson Capital Management Inc. | 15.30% | Add +0.7% | 772,513 | $47.5M |
| Auour Investments LLC | 17.18% | Add +1.3% | 756,511 | $46.5M |
| UBS Group AG | 0.02% | Add +7.7% | 748,108 | $46.0M |
| IAG Wealth Partners, LLC | 9.75% | Add +0.6% | 738,057 | $45.4M |
| Park Avenue Securities LLC | 0.57% | Add +1.8% | 718,958 | $44.2M |
| Dynamic Advisor Solutions LLC | 1.49% | Reduce -1.1% | 716,118 | $44.1M |
| Forthright Family Wealth Advisory LLC | 29.24% | Add +4.8% | 708,568 | $43.6M |
| Priebe Wealth Holdings LLC | 33.94% | Add +2.6% | 707,586 | $43.5M |
| Denver Wealth Management, Inc. | 22.20% | Add +58.4% | 706,834 | $43.5M |
| Financial Enhancement Group LLC | 6.98% | Add +1.5% | 707,399 | $42.5M |
| Clear Creek Financial Management, LLC | 5.37% | Reduce -11.6% | 681,913 | $42.0M |
| CCG Wealth Management, LLC | 24.84% | Reduce -1.9% | 670,043 | $41.2M |
| Daido Life Insurance Co. | 4.35% | No change | 669,441 | $41.2M |
| Snowden Capital Advisors LLC | 1.26% | Add +2.0% | 647,894 | $39.9M |
| Thrivent Financial for Lutherans | 0.08% | Add +86.4% | 640,720 | $39.4M |
| Gladstone Institutional Advisory LLC | 2.10% | Reduce -4.1% | 621,873 | $38.3M |
| Sequoia Financial Advisors, LLC | 0.48% | Reduce -10.8% | 621,624 | $38.2M |
| Ascent Group, LLC | 3.37% | Add +4.3% | 620,940 | $38.2M |
| Keystone Financial Group | 5.47% | Reduce -24.0% | 607,588 | $37.4M |
| Merit Financial Group, LLC | 0.88% | Reduce -0.9% | 613,607 | $36.9M |
| West Wealth Group, LLC | 13.67% | Reduce -57.6% | 599,480 | $36.9M |
| ODonnell Financial Services, LLC | 16.70% | Add +13306.6% | 592,972 | $36.5M |
| Wealthspire Retirement, LLC | 3.13% | Add +3.1% | 591,216 | $36.4M |
| Cahaba Wealth Management, Inc. | 3.28% | Reduce -1.4% | 586,094 | $36.1M |
| Buttonwood Financial Group, LLC | 21.15% | Reduce -5.3% | 581,079 | $35.8M |
| Keel Point, LLC | 3.50% | No change | 550,171 | $33.9M |
| North Star Asset Management Inc. | 1.59% | Add +86.9% | 547,908 | $33.7M |
| Penobscot Wealth Management | 21.27% | Add +39.5% | 547,247 | $33.7M |
| Market Street Wealth Management Advisors LLC | 5.86% | Reduce -8.6% | 542,137 | $33.4M |
| Cornerstone Wealth Management, LLC | 2.70% | Add +0.3% | 541,593 | $33.3M |
| Crown Wealth Group, LLC | 17.10% | Reduce -0.8% | 539,249 | $33.2M |
| Nottingham Advisors, Inc. | 4.05% | Reduce -1.6% | 537,863 | $33.1M |
| Two Sigma Advisers, LP | 0.08% | Add +54.4% | 536,700 | $33.0M |
| Leading Edge Financial Planning LLC | 14.63% | Add +10.1% | 536,675 | $33.0M |
| Moneta Group Investment Advisors LLC | 0.53% | Reduce -5.0% | 528,309 | $32.5M |
| Principal Securities, Inc. | 1.01% | Add +15.1% | 528,194 | $32.5M |
| Vertex Planning Partners, LLC | 8.95% | Reduce -10.9% | 526,081 | $32.4M |
| Vestmark Advisory Solutions, Inc. | 1.38% | Add +4.1% | 518,971 | $31.9M |
| Lincoln National Corp. | 0.49% | Add +24.0% | 505,564 | $31.1M |
| PSI Advisors, LLC | 10.92% | Reduce -3.1% | 491,150 | $30.2M |
| US Bancorp \de | 0.04% | Add +7.8% | 468,244 | $28.8M |
| First Heartland Consultants, Inc. | 2.99% | Add +33.2% | 467,940 | $28.8M |
| TSA Wealth Managment LLC | 12.08% | Reduce -17.2% | 450,810 | $27.7M |
| Client 1ST Advisory Group, LLC | 12.38% | Reduce -3.1% | 448,094 | $27.6M |
| Goodman Advisory Group, LLC | 8.71% | Add +2.3% | 446,209 | $27.5M |
| Sugarloaf Wealth Management, LLC | 5.58% | Add +26.2% | 437,305 | $26.9M |
| Walkner Condon Financial Advisors LLC | 5.69% | Add +55.7% | 435,734 | $26.8M |
| AdvisorNet Financial, Inc | 2.54% | Add +32.4% | 429,339 | $26.4M |
| Allianz Asset Management GmbH | 0.04% | Add +41.7% | 427,062 | $26.3M |
| Harbour Investments, Inc. | 0.93% | Add +2.3% | 425,669 | $26.2M |
| Strategic Financial Partners, Ltd. | 14.33% | Add +12.6% | 420,764 | $25.9M |
| Retirement Income Solutions, Inc. | 5.83% | Add +3.5% | 418,107 | $25.7M |
| RFG Advisory, LLC | 0.87% | Add +40.4% | 417,297 | $25.7M |
| Executive Wealth Management, LLC | 2.23% | Reduce -28.6% | 413,777 | $25.4M |
| Flagship Harbor Advisors, LLC | 1.63% | Add +38.2% | 412,326 | $25.4M |
| Atria Wealth Solutions, Inc. | 0.28% | Add +2.4% | 409,118 | $25.2M |
| Financial Insights, Inc. | 7.23% | Add +52.8% | 408,862 | $25.2M |
| Strategic Blueprint, LLC | 1.78% | Reduce -6.4% | 407,191 | $25.1M |
| Astor Investment Management LLC | 9.87% | Reduce -7.6% | 404,082 | $24.9M |
| Western Wealth Management, LLC | 1.89% | Add +11.8% | 395,975 | $24.4M |
| Focus Financial Network, Inc. | 1.19% | — | 414,420 | $24.4M |
| IFP Advisors, Inc | 1.06% | Add +9.4% | 391,781 | $24.1M |
| Highland Financial Advisors, LLC | 9.31% | Add +2.1% | 378,065 | $23.3M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +20.5% | 377,209 | $23.2M |
| Fifth Third Bancorp | 0.09% | Add +24.7% | 373,913 | $23.0M |
| Principal Financial Group Inc. | 0.01% | Add +1.3% | 357,795 | $22.0M |
| Cypress Wealth Services, LLC | 5.06% | Reduce -14.6% | 353,164 | $21.7M |
| Apeiron RIA LLC | 6.29% | Add +0.2% | 353,028 | $21.7M |
| Kickstand Ventures, Llc. | 6.10% | Add +65.7% | 350,484 | $21.6M |
| Wealth Advisors of Iowa, LLC | 13.06% | Reduce -16.4% | 349,090 | $21.5M |
| Tidemark, LLC | 11.87% | Add +1.6% | 345,653 | $21.3M |
| Montz Harcus Wealth Management LLC | 14.21% | Reduce -4.8% | 341,249 | $21.0M |
| Rational Advisors, Inc. | 1.98% | New | 339,880 | $20.9M |
| CSM Advisors, LLC | 1.37% | Reduce -1.5% | 338,599 | $20.8M |
| Legacy Advisory Services, LLC | 19.30% | Reduce -1.5% | 331,058 | $20.4M |
| Eldridge Investment Advisors, Inc. | 5.22% | Add +28.6% | 330,445 | $20.3M |
| TNF LLC | 8.04% | Reduce -2.4% | 341,605 | $20.3M |
| Debussy Capital Management LP | 5.91% | Reduce -0.8% | 330,870 | $20.3M |
| WBH Advisory Inc. | 2.05% | Add +4.5% | 323,974 | $19.9M |
| SOL Capital Management CO | 2.50% | Add +76.5% | 323,354 | $19.9M |
| Atria Investments, Inc | 0.27% | Reduce -4.1% | 320,755 | $19.7M |
| Steele Capital Management, Inc. | 1.13% | Reduce -5.9% | 319,963 | $19.7M |
| IFG Advisory, LLC | 1.44% | Add +191.0% | 314,599 | $19.4M |
| Windsor Capital Management, LLC | 5.99% | Reduce -3.9% | 313,854 | $19.3M |
| Ausdal Financial Partners, Inc. | 2.21% | Reduce -13.0% | 309,591 | $19.0M |
| Tradition Wealth Management, LLC | 1.93% | Reduce -22.9% | 309,061 | $19.0M |
| Mayflower Financial Advisors, LLC | 3.14% | Reduce -15.1% | 304,839 | $18.8M |
| Knightsbridge Asset Management, LLC | 5.35% | No change | 333,558 | $18.6M |
| FFG Retirement Advisors LLC | 13.06% | Reduce -6.3% | 301,329 | $18.5M |
| American Century Companies Inc. | 0.01% | Add +11.7% | 299,100 | $18.4M |
| Mercer Global Advisors Inc. | 0.05% | Add +510.4% | 295,280 | $18.2M |
| Retirement Financial Solutions, LLC | 9.31% | Add +4.4% | 294,325 | $18.1M |
| Arrien Investments, Inc. | 14.27% | Reduce -1.5% | 293,743 | $18.1M |
| Level Four Advisory Services, LLC | 0.98% | Add +2.7% | 320,304 | $17.9M |
| KMG Fiduciary Partners, LLC | 1.84% | Add +3.0% | 288,938 | $17.8M |
| SPC Financial, Inc. | 1.67% | Add +3.3% | 288,865 | $17.8M |
| Waverly Advisors, LLC | 0.41% | New | 286,368 | $17.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +37.3% | 286,042 | $17.6M |
| Core Wealth Advisors, Inc. | 5.92% | Reduce -4.9% | 282,938 | $17.4M |
| SageView Advisory Group, LLC | 0.87% | Add +2725.4% | 734,247 | $17.2M |
| Belpointe Asset Management LLC | 1.29% | Add +1978.6% | 279,634 | $17.2M |
| Americana Partners, LLC | 1.42% | Reduce -12.8% | 275,409 | $16.9M |
| Larson Financial Group LLC | 1.31% | Add +4.3% | 274,729 | $16.9M |
| Gen-Wealth Partners Inc | 8.33% | — | 273,191 | $16.8M |
| Clearview Wealth Advisors LLC | 16.96% | Add +140.1% | 270,140 | $16.6M |
| Equitable Holdings, Inc. | 0.19% | Add +2.7% | 269,080 | $16.6M |
| Tectonic Advisors LLC | 1.26% | Add +0.6% | 267,747 | $16.5M |
| Wealth Advisory Solutions, LLC | 4.22% | New | 265,031 | $16.3M |
| Carnegie Investment Counsel | 0.51% | Add +2.4% | 263,598 | $16.2M |
| 9258 Wealth Management, LLC | 2.52% | Add +3.6% | 262,557 | $16.2M |
| My Legacy Advisors, LLC | 5.40% | Reduce -20.0% | 261,824 | $16.1M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -49.9% | 261,585 | $16.1M |
| S. R. Schill & Associates | 6.80% | Reduce -0.9% | 254,202 | $15.6M |
| Jackson Wealth Management, LLC | 1.93% | Add +2.0% | 251,597 | $15.5M |
| Prudential Financial Inc. | 0.02% | Add +41.4% | 251,009 | $15.4M |
| Geneos Wealth Management Inc. | 0.71% | Add +4.5% | 250,469 | $15.4M |
| Stifel Financial Corp. | 0.02% | Add +17.5% | 247,726 | $15.2M |
| NSI Retail Advisors, LLC | 2.15% | Reduce -3.4% | 232,800 | $14.3M |
| Bank Hapoalim BM | 1.93% | Add +134.3% | 232,000 | $14.3M |
| Kohmann Bosshard Financial Services, LLC | 1.99% | Reduce -1.7% | 231,806 | $14.3M |
| Corient Private Wealth LP | 0.03% | Reduce -7.2% | 230,716 | $14.2M |
| CoreCap Advisors, LLC | 0.70% | Add +0.7% | 215,682 | $13.3M |
| RBF Capital, LLC | 0.74% | No change | 214,574 | $13.2M |
| Connectus Wealth, LLC | 0.36% | Reduce -2.9% | 213,697 | $13.1M |
| Advisor OS, LLC | 1.51% | Add +30.3% | 213,366 | $13.1M |
| Csenge Advisory Group | 0.73% | Reduce -1.0% | 213,197 | $13.1M |
| Valtinson Bruner Financial Planning LLC | 5.54% | Add +59.2% | 211,208 | $13.0M |
| Firethorn Wealth Partners, LLC | 7.54% | Reduce -5.4% | 208,144 | $12.8M |
| United Asset Strategies, Inc. | 1.27% | Add +0.5% | 207,377 | $12.8M |
| Financial Futures Ltd Liability Co. | 8.32% | Add +14.2% | 203,858 | $12.5M |
| Prairie Sky Financial Group LLC | 7.48% | Reduce -0.4% | 202,513 | $12.5M |
| Mutual Advisors, LLC | 0.40% | Add +3.2% | 201,387 | $12.4M |
| SkyOak Wealth, LLC | 2.94% | Reduce -1.3% | 199,569 | $12.3M |
| Signal Advisors Wealth, LLC | 3.04% | Add +13.7% | 198,914 | $12.2M |
| Cary Street Partners Investment Advisory LLC | 0.51% | Add +8.5% | 195,416 | $12.0M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -24.6% | 193,784 | $11.9M |
| Orion Portfolio Solutions, LLC | 0.13% | Reduce -24.6% | 193,784 | $11.9M |
| Panoramic Investment Advisors, LLC | 8.64% | Add +6.3% | 190,476 | $11.7M |
| Leo Wealth, LLC | 1.20% | Add +26.1% | 190,631 | $11.7M |
| Towercrest Capital Management | 1.93% | Reduce -1.9% | 185,800 | $11.4M |
| Pinnacle Wealth Planning Services, Inc. | 1.65% | Reduce -0.2% | 182,903 | $11.3M |
| HM Payson & Co. | 0.21% | New | 181,997 | $11.2M |
| Truist Financial Corp. | 0.02% | Reduce -46.9% | 180,948 | $11.1M |
| OMNI 360 Wealth, Inc. | 9.20% | Add +5.5% | 180,825 | $11.1M |
| Bull Oak Capital, LLC | 7.31% | Add +44125.9% | 177,346 | $10.9M |
| Apollon Financial, LLC | 3.77% | Reduce -0.9% | 177,344 | $10.9M |
| Teamwork Financial Advisors, LLC | 1.67% | Add +1.4% | 176,318 | $10.8M |
| Win Advisors, Inc. | 4.76% | Reduce -14.9% | 175,604 | $10.8M |
| Hollencrest Capital Management | 0.49% | Reduce -0.2% | 174,720 | $10.8M |
| Pathstone Holdings, LLC | 0.05% | Add +1.3% | 174,455 | $10.7M |
| Investors Research Corp | 2.43% | Add +2.3% | 168,811 | $10.4M |
| GenWealth Group, Inc. | 2.59% | Add +0.1% | 166,915 | $10.3M |
| Cary Street Partners Asset Management LLC | 1.58% | Add +5.9% | 165,286 | $10.2M |
| One Day In July LLC | 1.35% | Add +379.4% | 164,774 | $10.1M |
| Redwood Investment Management, LLC | 0.96% | Add +81.0% | 163,194 | $10.0M |
| Marathon Strategic Advisors, LLC | 11.89% | Reduce -0.7% | 158,783 | $9.8M |
| Alliance Wealth Management Group | 2.86% | Reduce -2.1% | 158,641 | $9.8M |
| Beta Wealth Group, Inc. | 4.69% | Reduce -3.8% | 156,790 | $9.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +476.8% | 155,211 | $9.6M |
| NovaPoint Capital, LLC | 3.34% | Reduce -6.8% | 154,818 | $9.5M |
| Patriot Financial Group Insurance Agency, LLC | 1.51% | Reduce -9.4% | 154,604 | $9.5M |
| Marathon Mission, Inc. | 7.47% | Add +4.4% | 153,843 | $9.5M |
| Arete Wealth Advisors, LLC | 0.87% | Add +72.0% | 153,748 | $9.5M |
| Bush Investment Group, LLC | 8.35% | Reduce -18.1% | 153,563 | $9.4M |
| Financial Advocates Investment Management | 0.55% | Reduce -26.5% | 152,869 | $9.4M |
| Bison Wealth, LLC | 1.50% | Reduce -12.4% | 149,995 | $9.2M |
| Acorn Financial Advisory Services Inc. | 1.74% | Reduce -6.8% | 149,789 | $9.2M |
| Stonebrook Private Inc. | 2.66% | Add +0.8% | 148,239 | $9.1M |
| Sutton Place Investors LLC | 4.51% | Add +2.8% | 148,025 | $9.1M |
| McNamara Financial Services, Inc. | 1.94% | Reduce -0.7% | 147,488 | $9.1M |
| FSB Premier Wealth Management, Inc. | 4.20% | Reduce -3.3% | 146,536 | $9.0M |
| NorthCoast Asset Management LLC | 0.11% | Add +46.3% | 145,915 | $9.0M |
| Procyon Advisors, LLC | 0.69% | New | 145,733 | $9.0M |
| Simplicity Wealth,LLC | 0.21% | Add +286.4% | 145,618 | $9.0M |
| Emergent Wealth Advisors, LLC | 7.67% | Add +1.8% | 141,218 | $8.9M |
| Dentgroup LLC | 7.30% | Reduce -5.3% | 143,420 | $8.8M |
| WCG Wealth Advisors LLC | 0.73% | Reduce -7.6% | 141,601 | $8.7M |
| Independent Financial Group, LLC | 0.40% | Add +49.9% | 140,592 | $8.7M |
| Arcadia Wealth Management, LLC | 5.28% | Reduce -2.5% | 139,297 | $8.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.53% | Reduce -8.7% | 136,783 | $8.4M |
| Adams Wealth Management | 2.05% | Reduce -8.3% | 136,714 | $8.4M |
| Creative Financial Designs Inc. | 0.80% | Add +2.9% | 136,595 | $8.4M |
| Sheets Smith Wealth Management | 0.92% | Add +2.4% | 134,200 | $8.3M |
| Maripau Wealth Management LLC | 6.16% | Reduce -15.9% | 133,523 | $8.2M |
| Waterloo Capital, L.P. | 1.04% | Add +27.4% | 132,596 | $8.2M |
| Rehmann Capital Advisory Group | 0.61% | Add +35.5% | 132,043 | $8.1M |
| Scarborough Advisors, LLC | 3.76% | Reduce -4.8% | 131,895 | $8.1M |
| Liquid Strategies, LLC | 2.09% | Add +86.2% | 131,186 | $8.1M |
| Kensington Asset Management, LLC | 0.40% | Add +86.2% | 131,186 | $8.1M |
| Valmark Advisers, Inc. | 0.14% | Add +23.6% | 128,640 | $7.9M |
| WealthPLAN Partners, LLC | 0.82% | Reduce -25.1% | 128,258 | $7.9M |
| Independent Wealth Network Inc. | 3.70% | Reduce -0.9% | 128,063 | $7.9M |
| One Degree Advisors Inc | 3.89% | Add +0.1% | 127,039 | $7.8M |
| Moisand Fitzgerald Tamayo, LLC | 1.19% | Reduce -32.8% | 126,652 | $7.8M |
| Quadrant Private Wealth Management, LLC | 1.96% | Reduce -7.3% | 126,107 | $7.8M |
| Townsquare Capital LLC | 0.11% | Reduce -23.9% | 126,040 | $7.8M |
| Continuum Advisory, LLC | 1.16% | Reduce -26.4% | 126,128 | $7.7M |
| Concurrent Investment Advisors, LLC | 0.31% | Add +19.8% | 123,122 | $7.6M |
| Transamerica Financial Advisors, LLC | 0.77% | Add +323200.0% | 122,854 | $7.6M |
| Fragasso Financial Advisors Inc | 0.64% | Add +16.7% | 122,007 | $7.5M |
| Richardson Financial Services Inc. | 5.28% | Reduce -5.7% | 121,659 | $7.5M |
| Morling Financial Advisors, LLC | 4.26% | Reduce -2.0% | 121,133 | $7.5M |
| Oliver Lagore Vanvalin Investment Group | 2.21% | Add +16.6% | 119,705 | $7.4M |
| Midwest Heritage Bank, FSB | 3.85% | Add +8.7% | 118,957 | $7.3M |
| BNP Paribas Financial Markets | 0.01% | New | 113,268 | $7.0M |
| Aveo Capital Partners, LLC | 0.76% | Reduce -9.7% | 115,897 | $7.0M |
| Sowell Financial Services LLC | 0.33% | Reduce -10.4% | 112,785 | $6.9M |
| WR Wealth Planners, LLC | 2.12% | Reduce -28.4% | 110,773 | $6.8M |
| Courier Capital LLC | 0.48% | Add +20.8% | 108,385 | $6.7M |
| JSF Financial, LLC | 2.09% | Add +8.4% | 108,377 | $6.7M |
| Mgo One Seven LLC | 0.35% | Add +110.8% | 108,152 | $6.7M |
| Nwam LLC | 0.53% | Reduce -17.0% | 107,433 | $6.6M |
| Prostatis Group LLC | 2.48% | Add +22.6% | 106,214 | $6.5M |
| Kingsview Wealth Management, LLC | 0.16% | Add +9.3% | 105,865 | $6.5M |
| Oarsman Capital, Inc. | 1.56% | Add +28.6% | 105,815 | $6.5M |
| McKinley Carter Wealth Services, Inc. | 0.43% | Reduce -5.0% | 105,462 | $6.5M |
| Legacy Wealth Management, LLC / MS | 2.92% | Add +10.8% | 105,123 | $6.5M |
| Archer Investment Corp | 1.92% | Add +28.6% | 103,374 | $6.4M |
| Range Financial Group LLC | 3.26% | Reduce -1.6% | 101,931 | $6.3M |
| Authentikos Wealth Advisory, LLC | 6.18% | Reduce -7.5% | 100,015 | $6.2M |
| Flynn Zito Capital Management, LLC | 3.15% | Reduce -53.3% | 99,040 | $6.1M |
| Arq Wealth Advisors, LLC | 2.63% | Add +3.3% | 98,469 | $6.1M |
| St Germain D J Co. Inc. | 0.29% | Reduce -32.4% | 97,982 | $6.0M |
| Advisory Alpha, LLC | 0.25% | Reduce -81.8% | 97,448 | $6.0M |
| USAdvisors Wealth Management, LLC | 2.26% | Reduce -5.6% | 97,126 | $6.0M |
| Vectors Research Management, LLC | 1.67% | Add +41.9% | 95,973 | $5.9M |
| Trinity Wealth Management, LLC | 2.98% | Add +0.6% | 93,971 | $5.8M |
| Clarus Wealth Advisors | 3.24% | Reduce -3.4% | 94,576 | $5.7M |
| One Capital Management, LLC | 0.21% | Add +8.3% | 92,740 | $5.7M |
| Pine Valley Investments Ltd Liability Co | 0.44% | Add +5.3% | 92,465 | $5.7M |
| GTS Securities LLC | 0.15% | New | 91,762 | $5.6M |
| Millennium Management | 0.00% | Add +432.2% | 91,117 | $5.6M |
| Chicago Partners Investment Group LLC | 0.24% | Add +8.5% | 94,155 | $5.6M |
| W.H. Cornerstone Investments Inc. | 4.02% | Reduce -25.7% | 90,705 | $5.6M |
| Guardian Wealth Advisors, LLC / NC | 0.68% | Add +0.6% | 90,558 | $5.6M |
| Syntegra Private Wealth Group, LLC | 0.71% | Reduce -14.8% | 89,673 | $5.5M |
| Avantax Advisory Services, Inc. | 0.05% | Add +14.0% | 89,624 | $5.5M |
| Shepherd Financial Partners LLC | 0.72% | Add +11.7% | 89,432 | $5.5M |
| Centaurus Financial, Inc. | 0.38% | Add +9.9% | 89,382 | $5.5M |
| HBK Sorce Advisory LLC | 0.19% | Add +1.3% | 88,851 | $5.5M |
| Modera Wealth Management, LLC | 0.08% | Reduce -15.7% | 88,775 | $5.5M |
| Tidal Investments LLC | 0.09% | New | 88,681 | $5.5M |
| StoneCrest Wealth Management, Inc. | 4.68% | Add +1.0% | 87,879 | $5.4M |
| HUB Investment Partners, LLC | 0.30% | Add +253.2% | 87,583 | $5.4M |
| Catalina Capital Group, LLC | 2.30% | Add +0.7% | 87,446 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +6.4% | 87,063 | $5.4M |
| Moloney Securities Asset Management, LLC | 0.81% | Add +0.1% | 86,978 | $5.4M |
| Summit Global Investments | 0.39% | Add +19.0% | 86,060 | $5.3M |
| Convergence Financial, LLC | 2.15% | Add +136.6% | 84,637 | $5.2M |
| Wells Financial Advisors INC | 3.52% | New | 83,873 | $5.2M |
| Aspire Private Capital, LLC | 1.35% | Add +45.6% | 83,438 | $5.1M |
| BlackDiamond Wealth Management, LLC | 3.64% | Reduce -18.1% | 82,933 | $5.1M |
| Theory Financial LLC | 2.57% | Add +13.6% | 81,976 | $5.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 3.02% | New | 81,753 | $5.0M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 80,916 | $5.0M |
| PFG Advisors | 0.35% | Add +37.5% | 78,444 | $4.8M |
| Captrust Financial Advisors | 0.02% | Add +61.3% | 77,464 | $4.8M |
| Strategic Financial Concepts, LLC | 1.15% | Add +13.3% | 77,455 | $4.8M |
| JDM Financial Group LLC | 3.43% | Add +0.8% | 76,569 | $4.7M |
| Goodman Financial Corp | 1.07% | Add +8.5% | 76,444 | $4.7M |
| Flow Traders U.S. LLC | 0.25% | Add +58.0% | 75,823 | $4.7M |
| FSC Wealth Advisors, LLC | 3.24% | New | 74,896 | $4.6M |
| Financial Counselors Inc. | 0.08% | Add +2.8% | 73,562 | $4.5M |
| Econ Financial Services Corp | 2.78% | Reduce -55.8% | 72,745 | $4.5M |
| Great Lakes Retirement, Inc. | 0.66% | Reduce -8.8% | 72,322 | $4.4M |
| Aspire Wealth Management Corp | 2.68% | Reduce -17.7% | 72,207 | $4.4M |
| Jackson, Grant Investment Advisers, Inc. | 1.82% | Reduce -0.1% | 71,993 | $4.4M |
| Alpha Financial Partners LLC | 4.01% | Add +94.7% | 71,638 | $4.4M |
| Beaumont Financial Advisors, LLC | 0.36% | No change | 70,510 | $4.3M |
| Upper Left Wealth Management, LLC | 4.01% | Reduce -0.6% | 70,308 | $4.3M |
| E&G Advisors, LLC | 1.35% | Add +3.9% | 69,947 | $4.3M |
| Legacy Capital Group California, Inc. | 1.58% | Reduce -8.9% | 69,781 | $4.3M |
| Citadel Advisors | 0.00% | Add +1.6% | 69,413 | $4.3M |
| Triad Wealth Partners, LLC | 3.26% | — | 69,119 | $4.3M |
| Bensler, LLC | 0.61% | Add +5.4% | 68,823 | $4.2M |
| Values Added Financial LLC | 3.22% | Add +1.8% | 67,196 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +10.6% | 66,883 | $4.1M |
| Two Sigma Securities, LLC | 0.20% | Add +48.8% | 66,759 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +99.8% | 65,151 | $4.0M |
| FMR LLC | 0.00% | Add +53.3% | 64,955 | $4.0M |
| Voisard Asset Management Group, Inc. | 2.23% | Add +38.1% | 64,349 | $4.0M |
| Mma Asset Management LLC | 1.84% | Add +16.2% | 63,797 | $3.9M |
| Financial Security Advisor, Inc. | 1.36% | Reduce -0.9% | 63,399 | $3.9M |
| Blue Bell Private Wealth Management, LLC | 0.84% | Add +15.5% | 63,258 | $3.9M |
| Kanawha Capital Management LLC | 0.31% | Add +4.0% | 63,006 | $3.9M |
| Guardian Asset Advisors, LLC | 3.19% | New | 62,560 | $3.8M |
| River Street Advisors LLC | 2.58% | Add +6.0% | 62,126 | $3.8M |
| LexAurum Advisors, LLC | 0.96% | Add +2.5% | 61,475 | $3.8M |
| Morningstar Investment Services LLC | 0.04% | Reduce -12.6% | 61,155 | $3.8M |
| Renaissance Technologies | 0.01% | Reduce -28.6% | 61,000 | $3.8M |
| Prospera Financial Services Inc | 0.11% | Add +28.6% | 60,569 | $3.7M |
| Pinnacle Family Advisors, LLC | 1.98% | Add +8.7% | 60,346 | $3.7M |
| Compass Wealth Management LLC | 0.92% | Add +31.4% | 59,608 | $3.7M |
| Sentinel Pension Advisors, LLC | 0.78% | Add +0.2% | 59,405 | $3.7M |
| Silver Oak Securities, Incorporated | 0.55% | Add +5.5% | 58,936 | $3.6M |
| Wescott Financial Advisory Group, LLC | 0.44% | Reduce -12.6% | 57,314 | $3.5M |
| Wealthcare Capital Management LLC | 0.39% | Reduce -8.1% | 57,184 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.7% | 56,923 | $3.5M |
| Bluestem Financial Advisors, LLC | 1.81% | Add +4.9% | 56,903 | $3.5M |
| Per Stirling Capital Management, LLC. | 0.58% | Add +4.8% | 56,446 | $3.5M |
| Naples Global Advisors, LLC | 0.35% | Add +11.6% | 56,349 | $3.5M |
| ERn Financial, LLC | 0.60% | Add +3.6% | 56,201 | $3.5M |
| Truefg, LLC | 1.26% | Add +9.5% | 56,030 | $3.4M |
| Transcend Capital Advisors, LLC | 0.27% | Reduce -19.1% | 54,814 | $3.4M |
| Beacon Financial Advisory LLC | 1.64% | Reduce -16.8% | 54,747 | $3.4M |
| Lunt Capital Management, Inc. | 1.67% | Add +51.0% | 54,590 | $3.4M |
| Compass Financial Group, Inc. | 1.77% | Reduce -1.2% | 53,828 | $3.3M |
| Beacon Financial Group | 0.38% | Reduce -4.1% | 53,652 | $3.3M |
| Capital Advantage, Inc. | 0.67% | New | 53,770 | $3.3M |
| Lifeworks Advisors, LLC | 0.92% | Reduce -20.1% | 53,288 | $3.3M |
| Buckingham Capital Management, Inc. | 0.40% | Reduce -7.7% | 53,178 | $3.3M |
| Centric Wealth Management | 1.03% | Reduce -4.7% | 54,732 | $3.2M |
| Selective Wealth Management, Inc. | 1.40% | Add +173.5% | 53,280 | $3.2M |
| Meridian Financial Advisors, LLC | 2.38% | Add +2.7% | 51,821 | $3.2M |
| Vickerman Investment Advisors, Inc. | 1.02% | Add +4.5% | 51,307 | $3.2M |
| Ciovacco Capital Management LLC | 2.12% | Reduce -1.9% | 51,279 | $3.2M |
| Money Concepts Capital Corp. | 0.29% | Reduce -45.0% | 51,271 | $3.2M |
| Fonville Wealth Management LLC | 1.40% | Add +8.0% | 51,252 | $3.2M |
| Baker Tilly Wealth Management, LLC | 0.56% | Reduce -30.5% | 50,527 | $3.1M |
| ACT Advisors, LLC. | 1.70% | Reduce -12.9% | 50,455 | $3.1M |
| Triton Financial Group Inc | 2.17% | Reduce -4.4% | 49,710 | $3.1M |
| Fortis Group Advisors, LLC | 0.56% | New | 49,682 | $3.1M |
| Catalyst Private Wealth, LLC | 1.59% | Reduce -0.2% | 49,371 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -5.2% | 48,947 | $3.0M |
| HF Advisory Group, LLC | 1.68% | Reduce -2.5% | 48,919 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.16% | Add +1.8% | 48,333 | $3.0M |
| Vicus Capital | 0.27% | Add +0.8% | 48,238 | $3.0M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -11.2% | 47,407 | $2.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.16% | Add +36.1% | 47,393 | $2.9M |
| Semmax Financial Advisors Inc. | 0.95% | Add +17.5% | 47,073 | $2.9M |
| Gries Financial LLC | 0.48% | New | 46,333 | $2.9M |
| Advisory Services Network, LLC | 0.06% | Add +22.3% | 45,929 | $2.8M |
| Avantax Planning Partners, Inc. | 0.09% | New | 45,770 | $2.8M |
| Alaska Wealth Advisors, LLC | 0.42% | Reduce -1.1% | 45,578 | $2.8M |
| Balentine LLC | 0.08% | New | 45,270 | $2.8M |
| GeoWealth Management, LLC | 0.11% | Add +57.5% | 44,664 | $2.7M |
| FWG Investments, LLC. | 2.96% | Reduce -14.8% | 44,399 | $2.7M |
| Perigon Wealth Management, LLC | 0.08% | Add +15.8% | 44,323 | $2.7M |
| AQR Capital Management | 0.00% | Add +61.8% | 44,313 | $2.7M |
| MKT Advisors LLC | 1.49% | Add +1.9% | 44,998 | $2.7M |
| Pallas Capital Advisors LLC | 0.11% | Reduce -24.8% | 44,137 | $2.7M |
| BIP Wealth, LLC | 0.20% | Add +18.0% | 43,802 | $2.7M |
| Gateway Wealth Partners, LLC | 0.96% | Reduce -53.9% | 43,520 | $2.7M |
| World Equity Group, Inc. | 0.55% | Add +1.0% | 43,472 | $2.7M |
| Venture Visionary Partners LLC | 0.13% | Add +1.7% | 43,244 | $2.7M |
| Woodmont Investment Counsel LLC | 0.22% | New | 43,000 | $2.6M |
| American Investment Services, Inc. | 0.47% | Reduce -4.8% | 42,791 | $2.6M |
| Annex Advisory Services, LLC | 0.09% | Reduce -3.0% | 42,639 | $2.6M |
| Spire Wealth Management | 0.05% | Add +15.7% | 42,493 | $2.6M |
| Tortoise Investment Management, LLC | 0.32% | Add +53.4% | 42,400 | $2.6M |
| Farther Finance Advisors, LLC | 0.16% | Add +8.8% | 41,891 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 41,270 | $2.5M |
| PAX Financial Group, LLC | 0.51% | Add +62.9% | 41,043 | $2.5M |
| Intrepid Financial Planning Group LLC | 1.09% | Add +0.2% | 41,031 | $2.5M |
| Greenleaf Trust | 0.02% | No change | 41,012 | $2.5M |
| Napa Wealth Management | 1.31% | Reduce -17.6% | 40,567 | $2.5M |
| Alesco Advisors, LLC, An ESL Co | 0.08% | Add +11.5% | 39,805 | $2.4M |
| MBM Wealth Consultants, LLC | 0.86% | Add +4.0% | 39,640 | $2.4M |
| Advisors Preferred, LLC | 0.41% | No change | 39,705 | $2.4M |
| Luken Investment Analytics, LLC | 1.23% | Reduce -11.6% | 39,492 | $2.4M |
| O'Brien Wealth Partners LLC | 0.56% | New | 39,187 | $2.4M |
| Swmg, LLC | 1.08% | Add +14.8% | 38,926 | $2.4M |
| Evermay Wealth Management LLC | 0.36% | Add +92.7% | 38,497 | $2.4M |
| Worth Financial Advisory Group, LLC | 1.62% | Reduce -1.5% | 37,944 | $2.3M |
| Moneco Advisors, LLC | 0.37% | Reduce -2.0% | 37,381 | $2.3M |
| High Probability Advisors, LLC | 0.42% | Add +3.5% | 37,193 | $2.3M |
| Coppell Advisory Solutions Corp. | 0.43% | — | 36,876 | $2.3M |
| JBR Co Financial Management Inc | 1.81% | New | 36,766 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +44.9% | 36,693 | $2.3M |
| First Trust Direct Indexing L.P. | 0.17% | Add +12.2% | 36,657 | $2.3M |
| Heritage Wealth Management, LLC | 1.15% | Reduce -2.3% | 36,620 | $2.3M |
| Bank of Montreal | 0.00% | Reduce -4.0% | 36,387 | $2.2M |
| Condor Capital Management | 0.22% | Reduce -5.9% | 36,059 | $2.2M |
| National Wealth Management Group, LLC | 1.69% | Reduce -4.2% | 35,222 | $2.2M |
| Westover Capital Advisors, LLC | 0.63% | Reduce -1.5% | 34,989 | $2.2M |
| Private Trust Co. NA | 0.23% | Reduce -5.1% | 34,488 | $2.1M |
| Resurgent Financial Advisors LLC | 1.12% | Add +8.3% | 34,008 | $2.1M |
| Aspen Wealth Management LLC | 0.80% | Reduce -7.3% | 33,842 | $2.1M |
| JNBA Financial Advisors | 0.22% | Reduce -17.3% | 33,636 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +20.0% | 33,562 | $2.1M |
| MIdWestOne Financial Group, Inc. | 0.37% | New | 33,088 | $2.0M |
| Whittier Trust Co. | 0.03% | Reduce -1.3% | 32,979 | $2.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.47% | Reduce -1.1% | 32,967 | $2.0M |
| Tilson Financial Group, Inc. | 1.09% | New | 32,849 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +69.0% | 32,625 | $2.0M |
| Schrum Private Wealth Management LLC | 1.81% | Add +34.6% | 32,336 | $2.0M |
| Butensky & Cohen Financial Security, Inc. | 0.62% | Add +1.3% | 32,266 | $2.0M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -2.0% | 31,850 | $2.0M |
| Hills Bank & Trust Co | 0.17% | Add +18.9% | 31,826 | $2.0M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -10.4% | 31,789 | $2.0M |
| Kavar Capital Partners Group, LLC | 0.36% | Reduce -52.5% | 31,560 | $1.9M |
| Compound Planning, Inc. | 0.18% | Add +6.1% | 31,542 | $1.9M |
| Apella Capital, LLC | 0.10% | Reduce -7.9% | 31,687 | $1.9M |
| WealthShield Partners, LLC | 0.31% | Reduce -1.2% | 31,192 | $1.9M |
| Rooted Wealth Advisors, Inc. | 0.93% | Reduce -0.3% | 30,901 | $1.9M |
| Facet Wealth, Inc. | 0.06% | Reduce -3.8% | 30,799 | $1.9M |
| Dakota Wealth Management | 0.05% | Reduce -39.5% | 30,363 | $1.9M |
| Fermata Advisors, LLC | 0.42% | Add +32.1% | 30,281 | $1.9M |
| Cooper Financial Group | 0.31% | Reduce -17.7% | 30,203 | $1.9M |
| Integrity Wealth Solutions LLC | 1.21% | Reduce -3.2% | 30,035 | $1.8M |
| My Personal CFO, LLC | 1.06% | No change | 30,000 | $1.8M |
| Aldebaran Financial Inc. | 2.58% | Reduce -58.5% | 29,687 | $1.8M |
| Pinion Investment Advisors, LLC | 0.94% | Reduce -0.6% | 29,491 | $1.8M |
| Capital Planning Advisors, LLC | 0.32% | No change | 29,466 | $1.8M |
| Financial Advisory Partners, LLC | 0.70% | Add +2.3% | 29,414 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +10.6% | 29,038 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -10.5% | 28,960 | $1.8M |
| Raab & Moskowitz Asset Management LLC | 0.50% | Reduce -0.4% | 28,959 | $1.8M |
| Schwallier Wealth Management LLC | 1.43% | Reduce -9.8% | 28,889 | $1.8M |
| Resonant Capital Advisors, LLC | 0.15% | New | 28,817 | $1.8M |
| Western Financial Corp | 1.08% | Reduce -36.6% | 28,708 | $1.8M |
| Comerica Bank | 0.01% | Add +12.3% | 28,503 | $1.8M |
| Blair William & Co. | 0.01% | Add +25.7% | 28,397 | $1.7M |
| Harmony Asset Management LLC | 0.72% | No change | 28,365 | $1.7M |
| Vantage Investment Partners, LLC | 0.16% | No change | 28,305 | $1.7M |
| Vista Investment Management | 0.71% | Reduce -0.5% | 28,274 | $1.7M |
| Colton Groome Financial Advisors, LLC | 0.68% | Add +5.8% | 27,382 | $1.7M |
| Sanchez Wealth Management Group | 0.57% | Add +17.1% | 27,343 | $1.7M |
| Arkadios Wealth Advisors | 0.13% | Add +3.5% | 27,259 | $1.7M |
| Stone Summit Wealth LLC | 0.58% | Reduce -5.5% | 27,032 | $1.7M |
| Ameritas Advisory Services, LLC | 0.07% | Add +47.6% | 27,414 | $1.7M |
| Slagle Financial, LLC | 0.90% | Reduce -47.1% | 26,909 | $1.7M |
| Stegent Equity Advisors, Inc. | 1.67% | No change | 26,739 | $1.6M |
| Richard W. Paul & Associates, LLC | 0.65% | Reduce -13.0% | 26,564 | $1.6M |
| Access Financial Services, Inc. | 0.72% | Add +1.9% | 26,190 | $1.6M |
| Cibc World Markets Corp. | 0.01% | New | 25,870 | $1.6M |
| Treasure Coast Financial Planning | 1.04% | Reduce -1.0% | 25,847 | $1.6M |
| Pacific Financial Group Inc. | 1.09% | Reduce -5.9% | 25,626 | $1.6M |
| TrueWealth Advisors, LLC | 0.60% | Reduce -1.2% | 25,182 | $1.5M |
| C M Bidwell & Associates Ltd. | 1.05% | Add +0.8% | 25,034 | $1.5M |
| Strategic Advisors LLC | 0.30% | New | 24,798 | $1.5M |
| Narus Financial Partners, LLC | 0.65% | Reduce -1.5% | 24,788 | $1.5M |
| Quadcap Wealth Management, LLC | 0.34% | Add +6.8% | 24,658 | $1.5M |
| Curtis Advisory Group, LLC | 0.58% | Reduce -43.8% | 24,552 | $1.5M |
| Professional Financial Advisors, LLC | 0.43% | Add +0.1% | 24,489 | $1.5M |
| MAS Advisors LLC | 1.72% | No change | 24,248 | $1.5M |
| Norden Group LLC | 0.30% | New | 24,117 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +246.6% | 24,083 | $1.5M |
| Worth Asset Management, LLC | 0.91% | New | 24,026 | $1.5M |
| Epic Trust Investment Advisors, LLC | 1.81% | Add +9.7% | 23,834 | $1.5M |
| Sequent Planning LLC | 0.53% | — | 23,831 | $1.5M |
| Safeguard Financial, LLC | 0.48% | Reduce -0.5% | 23,800 | $1.5M |
| AlphaMark Advisors, LLC | 0.51% | Add +33.1% | 23,526 | $1.4M |
| Raymond James Trust N.A. | 0.04% | Add +30.6% | 23,454 | $1.4M |
| TCWP LLC | 3.82% | Reduce -41.0% | 23,350 | $1.4M |
| Headlands Technologies LLC | 0.34% | New | 23,345 | $1.4M |
| Watershed Private Wealth LLC | 0.63% | Add +83.1% | 23,127 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +46.7% | 28,120 | $1.4M |
| CGN Advisors LLC | 0.18% | Reduce -1.2% | 22,915 | $1.4M |
| Magnus Financial Group LLC | 0.17% | Add +16.5% | 22,683 | $1.4M |
| Latitude Advisors, LLC | 0.87% | Add +105.2% | 22,673 | $1.4M |
| Elevated Capital Advisors, LLC | 0.40% | Reduce -25.9% | 22,582 | $1.4M |
| Northwest Capital Management Inc | 0.44% | Add +0.8% | 22,580 | $1.4M |
| MBE Wealth Management, LLC | 0.86% | Reduce -4.0% | 22,572 | $1.4M |
| Redwood Financial Network Corp | 1.21% | Add +3.4% | 22,503 | $1.4M |
| Perennial Investment Advisors, LLC | 0.21% | Add +0.8% | 22,453 | $1.4M |
| Spirepoint Private Client, LLC | 0.21% | — | 22,133 | $1.4M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -2.8% | 22,032 | $1.4M |
| Arista Wealth Management, LLC | 1.03% | Reduce -25.5% | 21,818 | $1.3M |
| Cascade Financial Partners, LLC | 0.19% | — | 22,334 | $1.3M |
| Focus Partners Wealth | 0.01% | Add +375.3% | 21,802 | $1.3M |
| Kingdom Financial Group LLC. | 0.93% | Add +32.9% | 21,409 | $1.3M |
| GoalVest Advisory LLC | 0.44% | Reduce -0.6% | 21,318 | $1.3M |
| Flower City Capital | 0.86% | No change | 20,948 | $1.3M |
| Trilogy Capital Inc. | 0.07% | Reduce -1.3% | 20,896 | $1.3M |
| Insight Advisors, LLC/ PA | 0.25% | Add +8.4% | 20,652 | $1.3M |
| Abound Wealth Management | 0.48% | Reduce -0.0% | 20,641 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.21% | Reduce -8.1% | 20,531 | $1.3M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -13.5% | 20,540 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +10.0% | 20,102 | $1.2M |
| TCP Asset Management, LLC | 0.32% | Reduce -10.1% | 19,785 | $1.2M |
| MAI Capital Management | 0.01% | Add +28.1% | 19,547 | $1.2M |
| National Bank of Canada | 0.00% | Add +40.7% | 19,418 | $1.2M |
| Ranch Capital Advisors Inc. | 0.63% | Add +1.6% | 19,082 | $1.2M |
| Fifth Third Securities, Inc. | 0.11% | Add +59.9% | 18,960 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Add +1.2% | 18,800 | $1.2M |
| Community Bank, N.A. | 0.15% | Reduce -1.0% | 18,654 | $1.1M |
| Ritholtz Wealth Management | 0.04% | Reduce -1.3% | 18,579 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +302.1% | 18,442 | $1.1M |
| Advisor Resource Council | 0.48% | Reduce -85.7% | 20,043 | $1.1M |
| Strategic Investment Advisors / MI | 0.14% | Reduce -19.6% | 18,221 | $1.1M |
| Idaho Trust Co | 1.08% | New | 18,203 | $1.1M |
| Fingerlakes Wealth Management, Inc. | 1.08% | Reduce -0.4% | 18,203 | $1.1M |
| Avior Wealth Management, LLC | 0.05% | Add +42.2% | 18,114 | $1.1M |
| Smith, Moore & Co. | 0.12% | Reduce -0.2% | 17,995 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 17,760 | $1.1M |
| Trexquant Investment LP | 0.02% | Reduce -10.7% | 17,585 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +10.2% | 17,481 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.27% | No change | 17,438 | $1.1M |
| Bleakley Financial Group, LLC | 0.03% | Add +3.7% | 17,422 | $1.1M |
| Landmark Wealth Management, LLC | 0.49% | Reduce -1.2% | 17,334 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +12.8% | 17,327 | $1.1M |
| Twin Peaks Wealth Advisors, LLC | 0.59% | Add +51.0% | 17,301 | $1.1M |
| Cedar Wealth Management, LLC | 0.35% | New | 17,125 | $1.1M |
| FSA Advisors, Inc. | 1.12% | Reduce -7.7% | 16,945 | $1.0M |
| Clear Point Advisors Inc. | 0.85% | Add +0.0% | 16,847 | $1.0M |
| Embree Financial Group | 0.20% | Reduce -37.9% | 16,823 | $1.0M |
| Bluesphere Advisors LLC | 0.57% | No change | 16,661 | $1.0M |
| Apollon Wealth Management, LLC | 0.03% | Add +13.3% | 16,614 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.36% | New | 16,541 | $1.0M |
| Sebold Capital Management, Inc. | 0.68% | Add +10.5% | 16,440 | $1.0M |
| Confluence Wealth Services, Inc. | 0.09% | Reduce -2.9% | 16,356 | $1.0M |
| TLWM | 0.22% | Reduce -6.7% | 15,768 | $970K |
| Signet Financial Management, LLC | 0.13% | Add +2.5% | 15,709 | $967K |
| Evernest Financial Advisors, LLC | 0.46% | Add +19.3% | 16,594 | $966K |
| Concord Wealth Partners | 0.17% | Add +57.8% | 15,675 | $964K |
| LBMC Investment Advisors, LLC | 0.08% | Add +8.9% | 15,674 | $964K |
| YHB Investment Advisors, Inc. | 0.08% | Add +70.2% | 15,455 | $951K |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -71.1% | 15,384 | $947K |
| Financial Management Network Inc. | 0.24% | Reduce -12.7% | 15,669 | $946K |
| Sfm, LLC | 0.72% | Reduce -5.4% | 15,304 | $942K |
| LGT Financial Advisors LLC | 1.09% | Reduce -2.8% | 15,283 | $940K |
| ETF Store, Inc. | 0.54% | Add +7.3% | 15,272 | $940K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.1% | 15,243 | $938K |
| Tempus Wealth Planning, LLC | 0.41% | Add +250.3% | 15,100 | $929K |
| WealthCare Investment Partners, LLC | 0.45% | Reduce -2.3% | 15,020 | $924K |
| Nikulski Financial, Inc. | 0.30% | Reduce -25.6% | 14,913 | $918K |
| FreeGulliver LLC | 0.81% | New | 14,853 | $914K |
| Fortitude Family Office, LLC | 0.61% | Reduce -12.5% | 14,822 | $912K |
| Welch Capital Partners LLC | 0.23% | No change | 14,780 | $909K |
| Investments & Financial Planning, LLC | 0.62% | Reduce -3.8% | 14,626 | $900K |
| Lanark Financial, Inc. | 0.08% | Add +7.5% | 14,600 | $898K |
| Trek Financial, LLC | 0.07% | Add +15.6% | 14,585 | $897K |
| Cobblestone Asset Management LLC | 0.61% | Add +29.9% | 14,549 | $895K |
| Calton & Associates, Inc. | 0.44% | Add +240.1% | 14,524 | $894K |
| Deane Retirement Strategies, Inc. | 0.45% | Add +9.7% | 14,378 | $885K |
| Jacobson & Schmitt Advisors, LLC | 0.21% | No change | 14,333 | $882K |
| PCG Wealth Advisors, LLC | 0.42% | Add +2.3% | 14,205 | $874K |
| Savvy Advisors, Inc. | 0.50% | Reduce -8.8% | 14,163 | $871K |
| ICA Group Wealth Management, LLC | 0.17% | Add +28.7% | 14,135 | $870K |
| Diversify Advisory Services, LLC | 0.05% | — | 14,082 | $865K |
| Crew Capital Management, Ltd | 0.70% | Reduce -16.1% | 13,988 | $861K |
| Flagship Private Wealth, LLC | 0.56% | Add +25.6% | 13,982 | $860K |
| Koshinski Asset Management, Inc. | 0.09% | New | 13,951 | $858K |
| Certuity, LLC | 0.08% | Add +4.4% | 13,944 | $858K |
| Mason Investment Advisory Services, Inc. | 0.06% | Reduce -0.4% | 13,918 | $856K |
| Five Oceans Advisors | 0.44% | New | 13,810 | $850K |
| Mission Wealth Management, LP | 0.02% | New | 13,672 | $841K |
| United Capital Financial Advisors, LLC | 0.01% | Add +15.4% | 13,663 | $841K |
| TFG Advisers LLC | 0.33% | Add +10.3% | 13,626 | $838K |
| Hemenway Trust Co LLC | 0.07% | Add +1.6% | 13,570 | $835K |
| Shaker Investments LLC | 0.35% | Add +82.8% | 13,492 | $830K |
| Hofer & Associates. Inc | 0.69% | Add +1.1% | 13,291 | $818K |
| Hartford Financial Management Inc. | 0.17% | New | 13,225 | $814K |
| CPR Investments Inc. | 0.61% | New | 13,080 | $805K |
| Altrius Capital Management Inc | 0.20% | Reduce -10.1% | 13,046 | $803K |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -2.4% | 13,011 | $801K |
| American Money Management, LLC | 0.17% | Reduce -6.5% | 13,008 | $800K |
| Prosperity Financial Group, Inc. | 0.49% | Add +14.7% | 12,991 | $799K |
| Accurate Wealth Management, LLC | 0.23% | Add +3.7% | 13,714 | $799K |
| Schorn Wealth LLC | 0.29% | Reduce -0.7% | 12,659 | $779K |
| Lake Street Advisors Group, LLC | 0.04% | No change | 12,653 | $779K |
| Millennium Capital Advisors, LLC | 0.55% | Add +0.4% | 12,574 | $774K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +2.9% | 12,406 | $763K |
| Verdence Capital Advisors LLC | 0.07% | Add +32.6% | 12,328 | $759K |
| Traynor Capital Management, Inc. | 0.07% | Add +0.7% | 12,304 | $757K |
| Corrado Advisors, LLC | 0.49% | Reduce -10.7% | 12,181 | $750K |
| Capital Advisors, Ltd. LLC | 0.10% | No change | 12,156 | $748K |
| American Planning Services, Inc. | 0.54% | No change | 12,085 | $744K |
| Financial Consulate, Inc. | 0.22% | Reduce -14.5% | 12,075 | $743K |
| HBW Advisory Services LLC | 0.14% | No change | 13,099 | $732K |
| AlTi Global, Inc. | 0.02% | Reduce -1.4% | 11,877 | $731K |
| RDA Financial Network | 0.25% | Reduce -25.1% | 11,833 | $728K |
| Invst, LLC | 0.09% | Add +37.9% | 11,789 | $724K |
| Stewardship Advisors, LLC | 0.24% | Reduce -19.9% | 11,537 | $710K |
| Brogan Financial, Inc. | 0.46% | Add +3.0% | 11,400 | $701K |
| Concord Asset Management, LLC | 0.18% | Add +17.4% | 11,366 | $699K |
| Retirement Planning Co of New England, Inc. | 0.38% | Add +13.8% | 11,276 | $694K |
| Anchor Investment Management, LLC | 0.07% | Add +30.3% | 11,276 | $694K |
| MN Wealth Advisors, LLC | 0.42% | Reduce -61.9% | 11,140 | $685K |
| Outlook Wealth Advisors, LLC | 0.21% | Reduce -59.3% | 11,086 | $682K |
| 360 Financial, Inc. | 0.26% | Add +52.6% | 11,042 | $679K |
| Metis Global Partners, LLC | 0.02% | Add +11.3% | 11,016 | $678K |
| Ieq Capital, LLC | 0.01% | Add +0.7% | 10,821 | $666K |
| Asset Dedication, LLC | 0.05% | Reduce -0.6% | 10,838 | $664K |
| Destiny Capital Corp | 0.46% | Reduce -11.0% | 10,765 | $662K |
| AJ Advisors, LLC | 0.36% | Reduce -9.7% | 10,641 | $655K |
| Lockerman Financial Group, Inc. | 1.25% | Add +101.7% | 10,633 | $654K |
| PCA Investment Advisory Services Inc. | 0.37% | Add +0.1% | 10,565 | $650K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -10.7% | 10,828 | $639K |
| Cape Investment Advisory, Inc. | 0.30% | Add +56.5% | 10,360 | $637K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.8% | 10,317 | $635K |
| Cypress Financial Planning LLC | 0.29% | Add +7.4% | 10,280 | $633K |
| Peak Financial Advisors LLC | 0.38% | Reduce -24.5% | 10,228 | $629K |
| Emerald Advisors, LLC | 0.11% | Add +25.3% | 10,212 | $628K |
| Source Financial Advisors LLC | 0.19% | Reduce -39.8% | 9,961 | $613K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Add +2.4% | 9,914 | $610K |
| Cypress Capital, LLC | 0.17% | Add +6.7% | 9,865 | $607K |
| Journey Strategic Wealth LLC | 0.03% | Add +27.7% | 9,852 | $606K |
| Coordinated Financial Services, Inc. | 0.53% | — | 9,817 | $604K |
| Atlantic Union Bankshares Corp | 0.05% | Reduce -2.8% | 9,798 | $603K |
| Optimist Retirement Group LLC | 0.31% | Reduce -16.4% | 9,753 | $600K |
| Leverty Financial Group, LLC | 0.35% | Add +8.3% | 9,645 | $593K |
| Regimen Wealth, LLC | 0.21% | Reduce -5.7% | 9,620 | $592K |
| BlackRock Inc. | 0.00% | Add +142.5% | 9,555 | $588K |
| Fourpath Capital Management, LLC | 0.41% | Reduce -1.8% | 9,498 | $584K |
| Cranbrook Wealth Management, LLC | 0.15% | No change | 9,496 | $584K |
| Sovereign Financial Group, Inc. | 0.15% | Reduce -2.4% | 9,454 | $582K |
| Shira Ridge Wealth Management | 0.33% | Reduce -17.9% | 9,430 | $580K |
| Alera Investment Advisors, LLC | 0.08% | New | 9,398 | $578K |
| TAP Consulting, LLC | 0.13% | Add +29.4% | 9,387 | $578K |
| Rockwood Wealth Management, LLC | 0.07% | New | 9,239 | $568K |
| Mission Creek Capital Partners, Inc. | 0.15% | Reduce -1.6% | 9,209 | $567K |
| Laurel Wealth Advisors LLC | 0.10% | Add +0.5% | 9,120 | $561K |
| World Investment Advisors | 0.08% | Reduce -10.4% | 8,768 | $561K |
| Archford Capital Strategies, LLC | 0.09% | No change | 9,013 | $555K |
| Magnolia Capital Management Ltd. | 0.46% | No change | 8,895 | $547K |
| Empirical Asset Management, LLC | 0.26% | Reduce -15.9% | 8,829 | $543K |
| Raleigh Capital Management Inc. | 0.23% | Reduce -21.2% | 8,799 | $541K |
| Key Financial Inc | 0.14% | Add +3.7% | 8,783 | $540K |
| Eagle Strategies LLC | 0.12% | Reduce -98.1% | 8,749 | $538K |
| Virtue Capital Management, LLC | 0.10% | Add +10.5% | 8,779 | $529K |
| Old Second National Bank of Aurora | 0.14% | Add +40.8% | 8,538 | $525K |
| Capstone Wealth Management Group, LLC | 0.38% | Reduce -38.7% | 8,535 | $525K |
| Acropolis Investment Management, LLC | 0.03% | No change | 8,514 | $524K |
| Trivant Custom Portfolio Group, LLC | 0.33% | Add +17.1% | 8,503 | $523K |
| Liberty Wealth Management LLC | 0.10% | Add +132.0% | 8,493 | $523K |
| Key Client Fiduciary Advisors, LLC | 0.28% | Add +19.6% | 8,440 | $519K |
| Chemistry Wealth Management LLC | 0.14% | No change | 8,407 | $517K |
| Stevens Capital Partners | 0.31% | Add +3.9% | 8,365 | $515K |
| ORBA Wealth Advisors, L.L.C. | 0.28% | No change | 8,175 | $503K |
| Global Strategic Investment Solutions, LLC | 0.06% | No change | 8,000 | $492K |
| Summit Investment Advisory Services, LLC | 0.29% | Add +1.5% | 7,991 | $492K |
| &partners | 0.07% | New | 7,949 | $489K |
| Integrated Advisors Network LLC | 0.02% | Add +19.1% | 7,875 | $485K |
| L.M. Kohn & Company | 0.14% | Add +12.5% | 7,824 | $481K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +75.2% | 7,831 | $481K |
| M3 Advisory Group, LLC | 0.43% | No change | 7,777 | $479K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +63.6% | 7,662 | $471K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -83.0% | 7,634 | $470K |
| Citigroup Inc. | 0.00% | Reduce -1.2% | 7,605 | $468K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +84.1% | 7,595 | $454K |
| High Note Wealth, LLC | 0.14% | Add +0.5% | 7,217 | $444K |
| Opus Investment Management Inc. | 0.29% | No change | 7,185 | $442K |
| FLC Capital Advisors | 0.11% | No change | 7,161 | $441K |
| Merriman Wealth Management, LLC | 0.02% | New | 7,043 | $433K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -12.7% | 7,018 | $432K |
| Destiny Wealth Partners, LLC | 0.08% | Reduce -1.6% | 6,915 | $425K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -2.7% | 6,927 | $423K |
| Mach-1 Financial Group, LLC | 0.32% | Add +2.2% | 6,792 | $418K |
| Empower Advisory Group, LLC | 0.00% | Add +61.5% | 6,792 | $418K |
| Donald L. Hagan, LLC | 0.22% | Reduce -11.7% | 6,741 | $415K |
| SFG Wealth Management, LLC. | 0.24% | Add +4.8% | 6,691 | $412K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +82.5% | 6,685 | $411K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 6,666 | $410K |
| Wedbush Securities Inc. | 0.02% | Add +10.5% | 6,565 | $404K |
| MJP Associates Inc. | 0.09% | Reduce -7.8% | 6,563 | $404K |
| MGB Wealth Management, LLC | 0.16% | Reduce -0.7% | 6,536 | $402K |
| Regal Investment Advisors LLC | 0.03% | New | 6,504 | $400K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 6,430 | $396K |
| Allworth Financial LP | 0.00% | Add +25.7% | 6,418 | $395K |
| Campbell Wealth Management | 0.04% | No change | 6,384 | $393K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +0.3% | 6,374 | $392K |
| Brighton Jones LLC | 0.01% | Add +14.9% | 6,349 | $391K |
| AFS Financial Group, LLC | 1.64% | Reduce -83.9% | 6,317 | $389K |
| Founders Financial Alliance, LLC | 0.12% | Add +2.1% | 6,295 | $387K |
| Roman Butler Fullerton & Co. | 0.14% | Reduce -42.4% | 6,517 | $383K |
| Fortis Advisors, LLC | 0.26% | Add +0.6% | 6,212 | $382K |
| Cutler Group LLC / CA | 0.19% | Reduce -50.3% | 6,165 | $379K |
| Forte Capital LLC | 0.05% | Reduce -79.6% | 6,149 | $378K |
| Trust Co of the South | 0.09% | No change | 6,079 | $374K |
| PFG Private Wealth Management, LLC | 0.24% | Add +72.6% | 6,072 | $374K |
| Brio Consultants, LLC | 0.06% | Reduce -1.9% | 5,994 | $369K |
| Wilson & Boucher Capital Management, LLC | 0.29% | No change | 5,900 | $363K |
| Macroview Investment Management LLC | 0.39% | No change | 5,765 | $355K |
| Evanson Asset Management, LLC | 0.03% | New | 5,732 | $353K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -6.1% | 5,724 | $352K |
| Integrated Investment Consultants, LLC | 0.10% | New | 5,640 | $347K |
| Apriem Advisors | 0.04% | Reduce -32.4% | 5,614 | $345K |
| D.A. Davidson & Co. | 0.00% | New | 5,580 | $343K |
| Arrowroot Family Office, LLC | 0.22% | Reduce -0.9% | 5,524 | $340K |
| Silverlake Wealth Management LLC | 0.17% | Add +0.3% | 5,501 | $338K |
| Defender Capital, LLC. | 0.12% | No change | 5,500 | $338K |
| MY Wealth Management Inc. | 0.37% | Reduce -26.3% | 5,448 | $335K |
| Northstar Group, Inc. | 0.07% | No change | 5,400 | $332K |
| Fulcrum Equity Management | 0.39% | Reduce -23.9% | 5,392 | $332K |
| Diligent Investors, LLC | 0.08% | Reduce -6.2% | 5,370 | $330K |
| Synovus Financial Corp. | 0.00% | Add +4.3% | 5,364 | $330K |
| Lido Advisors, LLC | 0.00% | Reduce -45.8% | 5,333 | $328K |
| Defined Wealth Management, LLC | 0.24% | New | 5,319 | $327K |
| Summit Financial Strategies, Inc. | 0.05% | No change | 5,313 | $327K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -51.0% | 5,302 | $326K |
| QRG Capital Management, Inc. | 0.00% | Reduce -20.9% | 5,249 | $323K |
| Vanguard Group Inc. | 0.00% | New | 5,233 | $322K |
| Hardy Reed LLC | 0.04% | No change | 5,177 | $319K |
| Portfolio Strategies, Inc. | 0.02% | New | 5,177 | $319K |
| LongView Wealth Management | 0.13% | Add +32.9% | 5,174 | $318K |
| OmniStar Financial Group, Inc. | 0.29% | Reduce -93.9% | 5,134 | $316K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 5,129 | $316K |
| SVB Wealth LLC | 0.01% | No change | 5,128 | $316K |
| Root Financial Partners, LLC | 0.09% | New | 5,098 | $314K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -40.0% | 5,066 | $312K |
| Santori & Peters, Inc. | 0.13% | Add +14.9% | 5,064 | $312K |
| TFB Advisors LLC | 0.11% | New | 5,284 | $311K |
| Colonial River Investments, LLC | 0.17% | Reduce -31.8% | 5,022 | $309K |
| Private Client Services, LLC | 0.20% | Add +26.1% | 4,955 | $305K |
| Inspirion Wealth Advisors, LLC | 0.05% | Add +0.0% | 4,951 | $305K |
| Claris Advisors, LLC / Mo / | 0.15% | No change | 4,908 | $302K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 4,875 | $300K |
| Jones Financial Companies LLLP | 0.00% | No change | 4,873 | $300K |
| Titleist Asset Management, LLC | 0.05% | New | 4,854 | $299K |
| Pure Financial Advisors, LLC | 0.01% | New | 4,819 | $297K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | No change | 4,804 | $296K |
| Tower View Wealth Management LLC | 0.17% | Add +672.9% | 4,753 | $292K |
| Encompass More Asset Management | 0.24% | Add +2.0% | 4,693 | $289K |
| Fiducient Advisors LLC | 0.06% | New | 4,690 | $289K |
| CHURCHILL MANAGEMENT Corp | 0.00% | Reduce -53.6% | 4,670 | $287K |
| Wealthquest Corp | 0.03% | Add +5.8% | 4,667 | $287K |
| Westside Investment Management, Inc. | 0.07% | No change | 4,636 | $285K |
| MSH Capital Advisors LLC | 0.10% | Add +19.9% | 4,548 | $280K |
| Sei Investments Co. | 0.00% | Reduce -0.3% | 4,544 | $280K |
| New Republic Capital, LLC | 0.18% | Reduce -22.1% | 4,535 | $279K |
| Inspire Advisors, LLC | 0.04% | Reduce -11.3% | 4,485 | $276K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +0.3% | 4,478 | $276K |
| ProVise Management Group, LLC | 0.02% | Reduce -81.1% | 4,421 | $272K |
| Composition Wealth, LLC | 0.01% | New | 4,418 | $272K |
| Pineridge Advisors LLC | 0.10% | Reduce -3.7% | 4,412 | $271K |
| Center For Asset Management LLC | 0.22% | Reduce -1.8% | 4,385 | $270K |
| Beacon Bridge Wealth Partners, LLC | 0.13% | Reduce -15.2% | 4,363 | $268K |
| Cornerstone Planning Group LLC | 0.08% | Reduce -59.3% | 4,459 | $268K |
| Deutsche Bank AG | 0.00% | No change | 4,312 | $265K |
| CWA Asset Management Group, LLC | 0.02% | No change | 4,310 | $265K |
| New Insight Wealth Advisors | 0.16% | New | 4,256 | $262K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | New | 4,244 | $261K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -5.9% | 4,232 | $260K |
| Argent Trust Co | 0.01% | No change | 4,209 | $259K |
| FF Advisors,LLC | 0.18% | Reduce -16.0% | 4,208 | $259K |
| Verus Capital Partners, LLC | 0.03% | Add +0.2% | 4,155 | $256K |
| SMART Wealth LLC | 0.12% | Reduce -14.4% | 4,151 | $255K |
| Plan Group Financial, LLC | 0.17% | Reduce -23.9% | 4,134 | $254K |
| Bright Futures Wealth Management, LLC. | 0.14% | — | 3,956 | $254K |
| Freedom Day Solutions, LLC | 0.09% | No change | 4,118 | $253K |
| Atlas Private Wealth Advisors | 0.08% | Reduce -70.4% | 4,115 | $253K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +7.5% | 4,111 | $253K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,107 | $252K |
| Rothschild Wealth LLC | 0.09% | — | 4,081 | $251K |
| Fusion Family Wealth, LLC | 0.03% | Add +0.0% | 4,023 | $248K |
| International Private Wealth Advisors LLC | 0.48% | Reduce -98.3% | 4,001 | $246K |
| Romano Brothers and Company | 0.03% | No change | 4,000 | $246K |
| Xcel Wealth Management, LLC | 0.08% | New | 3,967 | $244K |
| Sandy Spring Bank | 0.01% | Add +8.7% | 3,939 | $242K |
| Harbor Advisory Corp. | 0.08% | No change | 3,936 | $242K |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 3,889 | $239K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.2% | 3,873 | $238K |
| Clarus Group, Inc. | 0.17% | New | 3,854 | $237K |
| Trail Ridge Investment Advisors, LLC | 0.13% | New | 3,814 | $235K |
| Prosperity Wealth Management, Inc. | 0.11% | New | 3,808 | $234K |
| Cahill Financial Advisors Inc. | 0.03% | New | 3,804 | $234K |
| SWP Financial LLC | 0.16% | Reduce -27.0% | 3,773 | $232K |
| Caitlin John, LLC | 0.17% | Add +0.6% | 3,717 | $229K |
| BCGM Wealth Management, LLC | 0.08% | Add +2.8% | 3,703 | $228K |
| Affiance Financial, LLC | 0.06% | Reduce -33.6% | 3,702 | $228K |
| F/m Investments LLC | 0.15% | No change | 3,631 | $223K |
| Berger Financial Group, Inc | 0.02% | New | 3,626 | $223K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 3,976 | $222K |
| Bernardo Wealth Planning LLC | 0.06% | New | 3,561 | $219K |
| Frisch Financial Group, Inc. | 0.07% | New | 3,547 | $218K |
| RMR Wealth Builders | 0.03% | Reduce -17.8% | 3,541 | $218K |
| Denver PWM, LLC | 0.08% | New | 421 | $217K |
| 3EDGE Asset Management, LP | 0.02% | Reduce -23.1% | 3,508 | $216K |
| Orion Capital Management LLC | 0.11% | Add +0.0% | 3,504 | $216K |
| SlateStone Wealth, LLC | 0.02% | New | 3,496 | $215K |
| Cibc World Market Inc. | 0.00% | New | 3,487 | $215K |
| Carmichael Hill & Associates, Inc. | 0.09% | Add +2.7% | 3,445 | $212K |
| Napatree Capital LLC | 0.20% | New | 3,523 | $208K |
| Patten Group, Inc. | 0.05% | New | 3,370 | $207K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,503 | $207K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 3,335 | $205K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 3,322 | $204K |
| Linscomb Wealth, Inc. | 0.01% | New | 3,318 | $204K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Reduce -26.3% | 3,315 | $204K |
| Tiaa Trust, National Association | 0.00% | New | 3,307 | $203K |
| Main Line Retirement Advisors, LLC | 0.16% | Reduce -35.9% | 3,299 | $203K |
| Measured Wealth Private Client Group, LLC | 0.07% | New | 3,295 | $203K |
| Wealth Alliance, LLC | 0.03% | Reduce -24.4% | 3,282 | $202K |
| Balefire, LLC | 0.07% | Add +65.2% | 3,215 | $198K |
| Sage Mountain Advisors LLC | 0.02% | New | 3,120 | $192K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 3,109 | $191K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +10.4% | 3,084 | $190K |
| Arcadia Investment Management Corp. | 0.03% | Reduce -8.3% | 3,050 | $188K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,004 | $185K |
| Transcendent Capital Group LLC | 0.11% | New | 2,995 | $184K |
| Mather Group, Llc. | 0.00% | Reduce -31.4% | 3,140 | $176K |
| NorthRock Partners, LLC | 0.01% | New | 2,793 | $172K |
| Franklin Resources Inc. | 0.00% | No change | 2,706 | $167K |
| Provident Wealth Management, LLC | 0.06% | No change | 2,691 | $166K |
| Breakwater Investment Management | 0.08% | — | 2,672 | $164K |
| Castleview Partners, LLC | 0.09% | Add +13.9% | 2,578 | $159K |
| Impact Partnership Wealth, LLC | 0.06% | Reduce -32.4% | 2,510 | $154K |
| Winthrop Capital Management, LLC | 0.07% | No change | 2,368 | $146K |
| Signaturefd, LLC | 0.00% | Add +10.3% | 2,223 | $137K |
| Glassman Wealth Services | 0.03% | No change | 2,207 | $136K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +4280.0% | 2,190 | $135K |
| Highline Wealth Partners LLC | 0.05% | No change | 2,122 | $131K |
| M&R Capital Management Inc. | 0.03% | Add +16.8% | 2,083 | $128K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,025 | $125K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,000 | $123K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,915 | $118K |
| NFSG Corp | 0.05% | Add +1.4% | 1,871 | $115K |
| Dagco, Inc. | 0.05% | New | 1,865 | $115K |
| Financial Connections Group, Inc. | 0.12% | Reduce -0.9% | 1,811 | $112K |
| PrairieView Partners, LLC | 0.01% | New | 1,812 | $112K |
| Simplex Trading, LLC | 0.00% | Reduce -70.5% | 1,793 | $110K |
| Clearstead Advisors, LLC | 0.01% | Add +0.3% | 1,750 | $107K |
| Grand Wealth Management, LLC | 0.05% | No change | 1,720 | $106K |
| Sound Income Strategies, LLC | 0.01% | Add +138.8% | 1,705 | $105K |
| Kelly Financial Services LLC | 0.04% | Reduce -22.5% | 1,678 | $103K |
| Smartleaf Asset Management LLC | 0.02% | Add +117.7% | 1,665 | $102K |
| Woodard & Co. Asset Management Group Inc. | 0.03% | Reduce -10.4% | 1,611 | $99K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +23.6% | 1,316 | $81K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,300 | $80K |
| Realta Investment Advisors | 0.02% | New | 1,235 | $76K |
| Paladin Advisory Group, LLC | 0.06% | Add +11.0% | 1,217 | $75K |
| Ancora Advisors LLC | 0.00% | Add +158.8% | 1,123 | $69K |
| Centerpoint Advisors, LLC | 0.03% | New | 1,119 | $69K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -4.4% | 1,066 | $65K |
| Tyler-Stone Wealth Management | 0.03% | Add +0.1% | 1,051 | $65K |
| Colonial Trust Advisors | 0.01% | New | 990 | $61K |
| Winch Advisory Services, LLC | 0.02% | Add +0.3% | 948 | $58K |
| Smithfield Trust Co | 0.00% | No change | 925 | $57K |
| Salomon & Ludwin, LLC | 0.00% | No change | 925 | $57K |
| Ballast Advisors LLC | 0.02% | No change | 884 | $54K |
| Arax Advisory Partners | 0.01% | Add +1516.0% | 808 | $50K |
| Sachetta, LLC | 0.02% | No change | 888 | $50K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 790 | $49K |
| NBT Bank, N.A. | 0.00% | New | 775 | $48K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 747 | $46K |
| LifeSteps Financial, Inc. | 0.03% | New | 711 | $44K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +65.2% | 702 | $43K |
| Beacon Capital Management, LLC | 0.01% | Add +1.5% | 670 | $41K |
| ESL Trust Services, LLC | 0.01% | New | 643 | $40K |
| Harbor Investment Advisory, LLC | 0.00% | Add +76.6% | 641 | $39K |
| Venturi Wealth Management, LLC | 0.00% | No change | 620 | $38K |
| Colonial Trust Co / SC | 0.01% | Reduce -48.1% | 581 | $36K |
| Wolff Wiese Magana LLC | 0.03% | No change | 563 | $35K |
| Chilton Capital Management LLC | 0.00% | No change | 563 | $35K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 500 | $31K |
| Barclays PLC | 0.00% | No change | 500 | $31K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +135.7% | 469 | $29K |
| Evensky & Katz LLC | 0.00% | New | 441 | $27K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -49.8% | 429 | $26K |
| Rakuten Securities, Inc. | 0.01% | Reduce -35.6% | 408 | $25K |
| SJS Investment Consulting Inc. | 0.00% | New | 399 | $25K |
| Toth Financial Advisory Corp. | 0.00% | No change | 394 | $24K |
| Amundi | 0.00% | No change | 396 | $23K |
| Ruedi Wealth Management, Inc. | 0.01% | New | 340 | $21K |
| Horizon Financial Services, LLC | 0.01% | Reduce -97.7% | 321 | $20K |
| Bray Capital Advisors | 0.00% | Add +11.5% | 290 | $18K |
| Salem Investment Counselors Inc. | 0.00% | New | 279 | $17K |
| Tucker Asset Management LLC | 0.00% | Reduce -7.3% | 266 | $16K |
| Atlantic Private Wealth, LLC | 0.01% | Add +0.4% | 264 | $16K |
| CVA Family Office, LLC | 0.00% | New | 233 | $14K |
| Parallel Advisors, LLC | 0.00% | Reduce -10.8% | 207 | $13K |
| Horizon Bancorp Inc. | 0.01% | No change | 196 | $12K |
| Criterion Capital Advisors, LLC | 0.01% | Reduce -49.7% | 187 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 181 | $11K |
| Oakworth Capital, Inc. | 0.00% | Add +224.5% | 172 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 160 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -36.7% | 152 | $9K |
| Hantz Financial Services, Inc. | 0.00% | New | 152 | $9K |
| EPG Wealth Management LLC | 0.00% | No change | 141 | $9K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -26.0% | 125 | $8K |
| Providence Capital Advisors, LLC | 0.00% | No change | 125 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 126 | $7K |
| Cambridge Trust Co. | 0.00% | No change | 97 | $6K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 78 | $5K |
| Sunbelt Securities, Inc. | 0.00% | New | 69 | $4K |
| Element Wealth, LLC | 0.00% | No change | 65 | $4K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 65 | $4K |
| Johnson Financial Group, Inc. | 0.00% | New | 56 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 45 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 43 | $3K |
| Bfsg, LLC | 0.00% | New | 40 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -48.3% | 30 | $2K |
| Davis Capital Management | 0.00% | No change | 21 | $1K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 16 | $984 |
| Creekmur Asset Management LLC | 0.00% | Reduce -97.9% | 16 | $984 |
| Frazier Financial Advisors, LLC | 0.00% | New | 12 | $746 |
| Manchester Capital Management LLC | 0.00% | No change | 10 | $621 |
| Atticus Wealth Management, LLC | 0.00% | New | 10 | $618 |
| Optimum Investment Advisors | 0.00% | No change | 10 | $615 |
| Versant Capital Management, Inc | 0.00% | No change | 9 | $570 |
| Princeton Global Asset Management LLC | 0.00% | No change | 6 | $369 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 2 | $118 |
| HHM Wealth Advisors, LLC | 0.00% | New | 1 | $62 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $62 |
| Tsfg, LLC | 0.00% | Reduce -99.5% | 3 | $0 |
"% of holder's portfolio" is SPYM's weight in each manager's 13F, not the share of Ste STR SPDR PT S&P 500 ETF the manager owns.