Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q2 2024 (June 30)1,054holders +82
100new positions
38sold out
6famous investors
$63.80avg. 13F price*
At the end of Q2 2024, 1,054 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 82 from Q1 2024. 100 opened new positions and 38 sold out. The largest holders were Betterment LLC ($2.7B), LPL Financial LLC ($2.1B) and Creative Planning ($1.8B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q2 2024)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $844.5M |
| Exits | 38 | $425.5M |
All 13F filers, Q1 2024 → Q2 2024: 63,587,584 shares bought and 20,662,099 shares sold, net +42,925,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,054 holders
| Betterment LLC | 7.08% | Add +27.0% | 42,716,183 | $2.7B |
| LPL Financial LLC | 1.03% | Add +8.0% | 32,127,760 | $2.1B |
| Creative Planning | 1.95% | Add +3.6% | 28,576,013 | $1.8B |
| Advance Capital Management, Inc. | 41.10% | Add +3.0% | 13,569,767 | $868.5M |
| JPMorgan Chase & Co. | 0.06% | Add +9.5% | 11,312,424 | $724.0M |
| Envestnet Asset Management Inc. | 0.23% | Add +13.6% | 10,281,461 | $658.0M |
| Morgan Stanley | 0.05% | Add +44.5% | 9,413,336 | $602.5M |
| Bank of America Corp. | 0.05% | Add +22.1% | 8,749,075 | $559.9M |
| OneDigital Investment Advisors LLC | 6.40% | Add +12.2% | 7,996,091 | $511.7M |
| Osaic Holdings, Inc. | 1.14% | Add +4.6% | 7,557,950 | $483.7M |
| Cwm, LLC | 2.01% | Add +2.4% | 6,665,684 | $426.6M |
| Clark Capital Management Group, Inc. | 2.89% | Add +4.3% | 6,133,777 | $392.6M |
| Allianz Asset Management GmbH | 0.56% | Add +1164.5% | 5,400,419 | $345.6M |
| Advocacy Wealth Management, LLC | 26.69% | Reduce -5.1% | 5,053,527 | $323.4M |
| Financial Engines Advisors L.L.C. | 0.71% | Add +0.5% | 5,017,309 | $321.1M |
| Sumitomo Life Insurance Co. | 7.15% | New | 5,092,600 | $308.8M |
| Stadion Money Management, LLC | 24.45% | Reduce -31.1% | 4,668,528 | $298.8M |
| 1900 Wealth Management LLC | 24.81% | Add +22.2% | 4,145,119 | $265.3M |
| Manufacturers Life Insurance Company, The | 0.23% | Add +22.2% | 3,865,976 | $248.4M |
| Private Advisor Group, LLC | 1.63% | Add +6.7% | 3,800,284 | $243.2M |
| Ameriprise Financial Inc. | 0.06% | Add +66.0% | 3,654,926 | $233.9M |
| GM Advisory Group, LLC | 13.94% | Add +4.0% | 3,376,623 | $216.1M |
| Assetmark, Inc. | 0.66% | Reduce -16.2% | 3,349,949 | $214.4M |
| Wealthcare Advisory Partners LLC | 6.66% | Add +8.3% | 3,330,188 | $213.1M |
| Gradient Investments LLC | 4.66% | Reduce -10.4% | 3,241,891 | $207.5M |
| Capital Analysts, LLC | 8.71% | Add +4.5% | 3,080,035 | $197.1M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 1.90% | New | 2,970,000 | $190.1M |
| TD Private Client Wealth LLC | 5.70% | Add +14.6% | 2,828,695 | $181.0M |
| Wells Fargo & Company | 0.05% | Reduce -0.1% | 2,797,037 | $179.0M |
| Raymond James Financial Services Advisors, Inc. | 0.25% | Add +18.8% | 2,725,814 | $174.5M |
| Mariner, LLC | 0.31% | Reduce -13.6% | 2,486,007 | $159.1M |
| AE Wealth Management LLC | 1.59% | Reduce -6.5% | 2,480,616 | $158.8M |
| Peterson Wealth Advisors, LLC | 31.56% | Reduce -1.8% | 2,351,124 | $150.5M |
| Cetera Investment Advisers | 0.34% | Add +3.0% | 2,288,932 | $146.5M |
| Two Sigma Investments, LP | 0.34% | Add +38.1% | 2,134,500 | $136.6M |
| Global Retirement Partners, LLC | 4.15% | Add +37.0% | 2,069,058 | $132.4M |
| HighTower Advisors, LLC | 0.19% | Add +11.9% | 1,936,585 | $123.9M |
| Integrated Wealth Concepts LLC | 1.67% | Add +10.3% | 1,907,796 | $122.1M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Reduce -6.8% | 1,882,316 | $120.5M |
| Austin Private Wealth, LLC | 12.83% | Reduce -7.1% | 1,862,560 | $119.2M |
| Tennessee Valley Asset Management Partners | 22.18% | Reduce -5.0% | 1,848,497 | $118.3M |
| Natixis Advisors, LLC | 0.26% | Add +10473.6% | 1,848,372 | $118.3M |
| Two Sigma Advisers, LP | 0.26% | Add +238.9% | 1,818,900 | $116.4M |
| NewEdge Advisors, LLC | 0.78% | Add +23.6% | 1,664,652 | $106.5M |
| Sand Hill Global Advisors, LLC | 4.73% | Add +4.5% | 1,627,226 | $104.1M |
| Agur Provident & Training Funds Management Ltd. | 30.02% | Add +0.3% | 1,627,094 | $104.1M |
| Taiyo Life Insurance Co. | 7.91% | Reduce -20.4% | 1,545,500 | $98.9M |
| AlphaStar Capital Management, LLC | 8.98% | Add +4.6% | 1,517,420 | $97.1M |
| Alera Investment Advisors, LLC | 11.61% | Add +15952.4% | 1,508,604 | $96.6M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Reduce -5.7% | 1,500,598 | $96.0M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -0.8% | 1,482,842 | $94.9M |
| Good Life Advisors, LLC | 7.71% | Add +13.3% | 1,460,560 | $93.5M |
| Horizon Wealth Management, LLC | 21.56% | Add +42.5% | 1,414,229 | $90.5M |
| Stratos Wealth Partners, LTD. | 1.44% | Reduce -3.0% | 1,387,330 | $88.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.50% | Add +1.4% | 1,342,431 | $85.9M |
| MML Investors Services, LLC | 0.34% | Add +0.3% | 1,327,651 | $85.0M |
| KWB Wealth | 11.39% | Reduce -2.0% | 1,345,451 | $82.8M |
| Savant Capital, LLC | 0.83% | New | 1,290,184 | $82.6M |
| N.E.W. Advisory Services LLC | 8.57% | Reduce -12.6% | 1,240,982 | $79.4M |
| CFS Investment Advisory Services, LLC | 6.43% | Reduce -10.6% | 1,238,966 | $79.3M |
| Girard Partners LTD. | 7.40% | Add +2.3% | 1,221,119 | $78.2M |
| Raymond James & Associates | 0.05% | Add +13.7% | 1,195,799 | $76.5M |
| RiverFront Investment Group, LLC | 1.99% | Add +0.9% | 1,165,661 | $74.6M |
| Aptus Capital Advisors, LLC | 1.39% | Add +13.0% | 1,142,850 | $73.1M |
| Standpoint Asset Management, LLC | 16.57% | Add +11.9% | 1,132,800 | $72.5M |
| OneAscent Financial Services LLC | 9.93% | Reduce -12.4% | 1,115,055 | $71.4M |
| O'Brien Wealth Partners LLC | 15.32% | Add +2617.7% | 1,064,990 | $68.2M |
| Compass Ion Advisors, LLC | 9.39% | Add +1.3% | 1,067,772 | $65.7M |
| Kestra Advisory Services, LLC | 0.36% | Add +8.4% | 1,007,156 | $64.5M |
| Intrua Financial, LLC | 10.41% | Add +7.3% | 1,000,122 | $64.0M |
| Security Financial Services, INC. | 13.84% | Reduce -7.5% | 995,136 | $63.7M |
| Brookstone Capital Management | 1.06% | Reduce -30.4% | 972,085 | $63.7M |
| Badgley Phelps Wealth Managers, LLC | 1.56% | Add +0.4% | 983,903 | $63.0M |
| Armstrong Advisory Group, Inc. | 5.52% | Reduce -15.4% | 974,693 | $62.4M |
| Detalus Advisors, LLC | 20.67% | Reduce -4.6% | 942,084 | $60.3M |
| Avidian Wealth Enterprises, LLC | 2.90% | Reduce -10.3% | 939,765 | $60.1M |
| Royal Bank of Canada | 0.01% | Add +5.9% | 932,811 | $59.7M |
| Allen Capital Group, LLC | 8.38% | Add +1.3% | 929,619 | $59.5M |
| One Wealth Advisors, LLC | 12.64% | Reduce -8.2% | 941,611 | $59.0M |
| Horst & Graben Wealth Management LLC | 11.22% | Reduce -19.4% | 917,972 | $58.8M |
| UBS Group AG | 0.02% | Add +21.9% | 912,293 | $58.4M |
| New Perspectives, Inc | 30.21% | Add +0.1% | 884,297 | $56.6M |
| Brown Financial Advisory | 42.51% | Add +3.0% | 863,837 | $55.3M |
| Commonwealth Equity Services, LLC | 0.09% | Add +5.7% | 851,152 | $54.5M |
| Sterling Group Wealth Management, LLC | 30.18% | — | 821,360 | $52.6M |
| IHT Wealth Management, LLC | 1.94% | Reduce -1.6% | 813,211 | $52.0M |
| O'Dell Group, LLC | 12.72% | No change | 843,503 | $51.9M |
| Wealthspire Advisors, LLC | 0.66% | Reduce -0.4% | 810,236 | $51.9M |
| Physician Wealth Advisors, Inc. | 9.32% | Reduce -11.1% | 761,004 | $50.6M |
| Clear Creek Financial Management, LLC | 6.13% | Add +15.8% | 789,921 | $50.6M |
| State Street Corp. | 0.00% | Reduce -32.0% | 782,809 | $50.1M |
| Auour Investments LLC | 18.32% | Add +1.6% | 768,692 | $49.2M |
| Great Valley Advisor Group, Inc. | 1.36% | Reduce -29.4% | 759,943 | $48.6M |
| Dynamic Advisor Solutions LLC | 1.52% | Add +5.6% | 756,463 | $48.4M |
| Private Wealth Group, LLC | 25.26% | Reduce -3.3% | 751,472 | $48.1M |
| Park Avenue Securities LLC | 0.58% | Add +2.3% | 735,220 | $47.1M |
| Davidson Capital Management Inc. | 14.27% | Reduce -6.3% | 723,466 | $46.3M |
| IAG Wealth Partners, LLC | 9.27% | Reduce -2.3% | 720,766 | $46.1M |
| Kickstand Ventures, Llc. | 12.63% | Add +105.6% | 720,590 | $46.1M |
| Denver Wealth Management, Inc. | 23.04% | Add +1.7% | 718,574 | $46.0M |
| Sanctuary Advisors, LLC | 0.33% | — | 764,118 | $45.7M |
| ODonnell Financial Services, LLC | 20.12% | Add +19.3% | 707,615 | $45.3M |
| Financial Enhancement Group LLC | 7.17% | Reduce -1.4% | 697,474 | $44.5M |
| Forthright Family Wealth Advisory LLC | 28.66% | Reduce -1.9% | 694,925 | $44.5M |
| Ascent Group, LLC | 3.57% | Add +10.4% | 685,328 | $43.9M |
| Daido Life Insurance Co. | 4.90% | No change | 669,441 | $42.8M |
| Eagle Strategies LLC | 8.15% | Add +7506.5% | 665,494 | $42.6M |
| CCG Wealth Management, LLC | 23.76% | Reduce -1.8% | 658,159 | $42.1M |
| Snowden Capital Advisors LLC | 1.26% | Add +0.6% | 652,031 | $41.7M |
| Vestmark Advisory Solutions, Inc. | 1.74% | Add +25.1% | 649,484 | $41.6M |
| Thrivent Financial for Lutherans | 0.08% | Add +0.7% | 645,264 | $41.3M |
| Gladstone Institutional Advisory LLC | 2.12% | Add +2.4% | 636,915 | $40.8M |
| Priebe Wealth Holdings LLC | 32.26% | Reduce -10.1% | 636,106 | $40.7M |
| Principal Securities, Inc. | 1.12% | Add +19.7% | 632,447 | $40.5M |
| Harbour Investments, Inc. | 1.33% | Add +45.3% | 618,367 | $39.6M |
| Sequoia Financial Advisors, LLC | 0.48% | Reduce -0.7% | 617,226 | $39.5M |
| Merit Financial Group, LLC | 0.87% | Add +0.4% | 616,261 | $39.4M |
| North Star Asset Management Inc. | 1.86% | Add +11.5% | 611,145 | $39.1M |
| Americana Partners, LLC | 3.07% | Add +121.2% | 609,073 | $39.0M |
| Cahaba Wealth Management, Inc. | 3.37% | Add +1.7% | 596,181 | $38.2M |
| Penobscot Wealth Management | 22.56% | Add +6.2% | 580,879 | $37.9M |
| Maia Wealth LLC | 11.38% | — | 572,625 | $37.8M |
| RFG Advisory, LLC | 1.23% | Add +40.8% | 587,569 | $37.6M |
| Leading Edge Financial Planning LLC | 14.90% | Add +8.1% | 580,218 | $37.1M |
| Wealthspire Retirement, LLC | 3.03% | Reduce -4.5% | 564,423 | $36.1M |
| Nottingham Advisors, Inc. | 4.18% | Add +2.5% | 551,039 | $35.3M |
| Market Street Wealth Management Advisors LLC | 5.98% | Add +0.5% | 545,078 | $34.9M |
| Cornerstone Wealth Management, LLC | 2.61% | Reduce -2.3% | 529,120 | $33.9M |
| CreativeOne Wealth, LLC | 1.70% | Reduce -43.1% | 525,246 | $33.6M |
| Moneta Group Investment Advisors LLC | 0.53% | Reduce -2.8% | 513,762 | $32.9M |
| PSI Advisors, LLC | 10.16% | Add +2.1% | 501,628 | $32.1M |
| TSA Wealth Managment LLC | 13.67% | Add +11.1% | 500,817 | $32.1M |
| Vertex Planning Partners, LLC | 8.29% | Reduce -5.1% | 499,187 | $31.9M |
| US Bancorp \de | 0.04% | Add +6.6% | 498,987 | $31.9M |
| West Wealth Group, LLC | 11.26% | Reduce -17.0% | 497,588 | $31.8M |
| First Heartland Consultants, Inc. | 3.13% | Add +5.2% | 492,419 | $31.5M |
| SigFig Wealth Management, LLC | 1.18% | Reduce -61.0% | 491,445 | $31.5M |
| Bank Hapoalim BM | 4.61% | Add +109.9% | 487,000 | $31.2M |
| Flagship Harbor Advisors, LLC | 1.86% | Add +17.2% | 483,175 | $30.9M |
| Financial Insights, Inc. | 8.52% | Add +17.2% | 479,249 | $30.7M |
| WCG Wealth Advisors LLC | 2.24% | Add +234.4% | 473,523 | $30.3M |
| Client 1ST Advisory Group, LLC | 12.88% | Add +4.3% | 467,243 | $29.9M |
| Louisiana State Employees Retirement System | 0.57% | New | 464,600 | $29.7M |
| Keel Point, LLC | 2.68% | Reduce -15.4% | 465,171 | $29.7M |
| Spinnaker Trust | 1.90% | New | 463,424 | $29.7M |
| SOL Capital Management CO | 3.52% | Add +41.8% | 458,560 | $29.3M |
| IFP Advisors, Inc | 1.15% | Add +15.7% | 453,330 | $29.0M |
| Goodman Advisory Group, LLC | 8.61% | Add +1.0% | 450,632 | $28.8M |
| Lloyd Advisory Services, LLC. | 13.41% | New | 445,138 | $28.5M |
| Western Wealth Management, LLC | 2.11% | Add +12.2% | 444,205 | $28.4M |
| Sugarloaf Wealth Management, LLC | 5.07% | Add +1.4% | 443,217 | $28.4M |
| Highland Financial Advisors, LLC | 10.52% | Add +17.0% | 442,257 | $28.3M |
| Revere Asset Management, Inc | 28.01% | New | 440,021 | $28.2M |
| Crown Wealth Group, LLC | 13.97% | Reduce -19.0% | 436,965 | $28.0M |
| Strategic Financial Partners, Ltd. | 15.22% | Add +2.7% | 431,969 | $27.6M |
| Executive Wealth Management, LLC | 5.05% | Add +4.0% | 430,299 | $27.5M |
| Fifth Third Bancorp | 0.10% | Add +10.3% | 412,491 | $26.4M |
| Atria Wealth Solutions, Inc. | 0.29% | Add +0.2% | 410,023 | $26.2M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +6.3% | 400,974 | $25.7M |
| Buttonwood Financial Group, LLC | 13.97% | Reduce -34.3% | 381,907 | $24.5M |
| Retirement Income Solutions, Inc. | 5.90% | Reduce -8.8% | 381,356 | $24.4M |
| Eldridge Investment Advisors, Inc. | 6.15% | Add +15.4% | 381,217 | $24.4M |
| Clarus Group, Inc. | 10.65% | Add +9682.8% | 377,030 | $24.1M |
| Focus Financial Network, Inc. | 1.03% | Reduce -11.1% | 368,238 | $24.1M |
| IFG Advisory, LLC | 1.54% | Add +18.8% | 373,829 | $23.9M |
| Walkner Condon Financial Advisors LLC | 5.12% | Reduce -14.9% | 370,581 | $23.7M |
| Principal Financial Group Inc. | 0.01% | Add +3.4% | 369,992 | $23.7M |
| Investment Planning Advisors, Inc. | 12.08% | — | 369,935 | $23.7M |
| IMC-Chicago, LLC | 0.75% | New | 367,790 | $23.5M |
| AdvisorNet Financial, Inc | 2.14% | Reduce -14.4% | 367,632 | $23.5M |
| Larson Financial Group LLC | 1.58% | Add +31.6% | 361,580 | $23.1M |
| Knightsbridge Asset Management, LLC | 5.73% | Add +7.0% | 357,005 | $22.8M |
| Astor Investment Management LLC | 10.11% | Reduce -15.1% | 343,180 | $22.0M |
| Level Four Advisory Services, LLC | 0.99% | Add +6.9% | 342,330 | $21.9M |
| Montz Harcus Wealth Management LLC | 14.16% | Reduce -0.0% | 341,191 | $21.8M |
| CSM Advisors, LLC | 1.53% | Reduce -0.2% | 337,799 | $21.6M |
| Procyon Advisors, LLC | 1.60% | Add +131.7% | 337,651 | $21.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2091.2% | 334,001 | $21.4M |
| Debussy Capital Management LP | 6.02% | Reduce -0.2% | 330,290 | $21.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +15.3% | 329,939 | $21.1M |
| Legacy Advisory Services, LLC | 19.20% | Reduce -0.9% | 328,005 | $21.0M |
| American Century Companies Inc. | 0.01% | Add +8.7% | 325,100 | $20.8M |
| Steele Capital Management, Inc. | 1.16% | Add +1.4% | 324,487 | $20.8M |
| WBH Advisory Inc. | 2.09% | Reduce -0.6% | 321,886 | $20.6M |
| KMG Fiduciary Partners, LLC | 2.02% | Add +10.9% | 320,426 | $20.5M |
| Cypress Wealth Services, LLC | 4.52% | Reduce -10.2% | 317,331 | $20.3M |
| One Day In July LLC | 2.51% | Add +90.7% | 314,167 | $20.1M |
| Rational Advisors, Inc. | 1.97% | Reduce -9.6% | 307,248 | $19.7M |
| Ausdal Financial Partners, Inc. | 2.10% | Reduce -0.9% | 306,721 | $19.6M |
| Prudential Financial Inc. | 0.03% | Add +22.0% | 306,220 | $19.6M |
| Strategic Blueprint, LLC | 1.32% | Reduce -25.4% | 303,845 | $19.4M |
| Retirement Financial Solutions, LLC | 9.13% | Add +2.9% | 302,974 | $19.4M |
| SPC Financial, Inc. | 1.78% | Add +4.0% | 300,304 | $19.2M |
| Windsor Capital Management, LLC | 5.82% | Reduce -6.4% | 293,666 | $18.8M |
| Mayflower Financial Advisors, LLC | 3.06% | Reduce -4.6% | 290,706 | $18.6M |
| Atria Investments, Inc | 0.24% | Reduce -9.7% | 289,559 | $18.5M |
| Core Wealth Advisors, Inc. | 6.21% | Add +0.1% | 283,287 | $18.1M |
| Equitable Holdings, Inc. | 0.19% | Add +5.2% | 282,928 | $18.1M |
| Leo Wealth, LLC | 1.84% | Add +47.4% | 280,966 | $18.0M |
| Spectrum Planning & Advisory Services Inc. | 17.34% | — | 279,695 | $18.0M |
| Arrien Investments, Inc. | 13.95% | Reduce -5.1% | 278,811 | $17.8M |
| Tidemark, LLC | 8.17% | Reduce -19.7% | 277,623 | $17.8M |
| Tectonic Advisors LLC | 1.28% | Add +3.5% | 277,077 | $17.7M |
| Waverly Advisors, LLC | 0.34% | Reduce -4.4% | 273,869 | $17.5M |
| Cary Street Partners Investment Advisory LLC | 0.69% | Add +37.6% | 268,896 | $17.2M |
| Tradition Wealth Management, LLC | 1.66% | Reduce -13.4% | 267,607 | $17.1M |
| Leslie Global Wealth, LLC | 9.99% | — | 267,289 | $17.1M |
| Carnegie Investment Counsel | 0.53% | Add +1.2% | 266,873 | $17.1M |
| Wealth Advisory Solutions, LLC | 4.55% | Reduce -1.1% | 262,243 | $16.8M |
| Stifel Financial Corp. | 0.02% | Add +5.8% | 262,143 | $16.8M |
| Apeiron RIA LLC | 5.13% | Reduce -25.9% | 261,705 | $16.7M |
| Geneos Wealth Management Inc. | 0.74% | Add +4.3% | 261,197 | $16.7M |
| FFG Retirement Advisors LLC | 11.41% | Reduce -15.1% | 255,804 | $16.4M |
| Gen-Wealth Partners Inc | 7.86% | Reduce -7.0% | 254,159 | $16.3M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -4.1% | 250,774 | $16.1M |
| Advisor OS, LLC | 1.75% | Add +17.1% | 249,950 | $16.0M |
| 9258 Wealth Management, LLC | 2.38% | Reduce -8.0% | 241,454 | $15.5M |
| Focus Partners Wealth | 0.05% | Add +984.3% | 236,399 | $15.1M |
| S. R. Schill & Associates | 6.59% | Reduce -7.5% | 235,133 | $15.0M |
| My Legacy Advisors, LLC | 4.78% | Reduce -10.8% | 233,631 | $15.0M |
| NSI Retail Advisors, LLC | 2.61% | No change | 232,800 | $14.9M |
| Kohmann Bosshard Financial Services, LLC | 2.00% | Add +0.2% | 232,222 | $14.9M |
| Financial Futures Ltd Liability Co. | 8.94% | Add +10.5% | 225,307 | $14.4M |
| Mutual Advisors, LLC | 0.43% | Add +10.8% | 223,231 | $14.3M |
| CoreCap Advisors, LLC | 1.47% | Add +2.7% | 221,453 | $14.2M |
| Corient Private Wealth LP | 0.02% | Reduce -4.7% | 219,984 | $14.1M |
| Fortis Group Advisors, LLC | 2.80% | Add +343.1% | 220,118 | $14.1M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +13.0% | 218,961 | $14.0M |
| Orion Portfolio Solutions, LLC | 0.15% | Add +13.0% | 218,961 | $14.0M |
| Independent Financial Group, LLC | 0.56% | Add +54.3% | 216,973 | $13.9M |
| TNF LLC | 5.08% | Reduce -36.5% | 216,917 | $13.8M |
| RBF Capital, LLC | 0.80% | No change | 214,574 | $13.7M |
| Endurance Services Ltd | 2.50% | New | 208,700 | $13.4M |
| Prairie Sky Financial Group LLC | 8.28% | Add +2.8% | 208,249 | $13.3M |
| Valtinson Bruner Financial Planning LLC | 5.28% | Reduce -1.6% | 207,875 | $13.3M |
| United Asset Strategies, Inc. | 1.31% | Reduce -0.3% | 206,648 | $13.2M |
| Advisory Alpha, LLC | 0.52% | Add +109.8% | 204,499 | $13.1M |
| Centric Wealth Management | 3.74% | Add +270.6% | 202,828 | $13.0M |
| Brown Financial Advisors | 5.77% | — | 201,715 | $12.9M |
| SkyOak Wealth, LLC | 3.01% | Add +0.8% | 201,200 | $12.9M |
| Cary Street Partners Asset Management LLC | 1.88% | Add +21.1% | 200,207 | $12.8M |
| Fifth Third Securities, Inc. | 1.14% | Add +914.2% | 192,289 | $12.3M |
| Scarborough Advisors, LLC | 5.03% | Add +44.9% | 191,056 | $12.2M |
| Jump Financial, LLC | 0.25% | New | 190,613 | $12.2M |
| Municipal Employees' Retirement System of Michigan | 0.17% | New | 188,321 | $12.1M |
| Pinnacle Wealth Planning Services, Inc. | 1.69% | Add +1.1% | 184,865 | $11.8M |
| Cornerstone Advisors Asset Management, LLC | 3.31% | Add +1006.4% | 183,013 | $11.7M |
| Towercrest Capital Management | 1.90% | Reduce -3.1% | 180,052 | $11.5M |
| Investors Research Corp | 2.67% | Add +5.6% | 178,242 | $11.4M |
| Hollencrest Capital Management | 0.49% | Add +0.0% | 174,763 | $11.2M |
| OMNI 360 Wealth, Inc. | 8.35% | Reduce -5.0% | 171,799 | $11.0M |
| Truist Financial Corp. | 0.02% | Reduce -6.8% | 168,599 | $10.8M |
| Marathon Mission, Inc. | 8.16% | Add +9.4% | 168,246 | $10.8M |
| World Investment Advisors | 0.67% | Add +1817.4% | 168,116 | $10.8M |
| GenWealth Group, Inc. | 2.65% | Add +0.6% | 167,971 | $10.8M |
| Firethorn Wealth Partners, LLC | 5.91% | Reduce -21.4% | 163,501 | $10.5M |
| Apollon Financial, LLC | 3.38% | Reduce -7.8% | 163,422 | $10.5M |
| Beta Wealth Group, Inc. | 4.94% | Add +3.9% | 162,834 | $10.4M |
| McNamara Financial Services, Inc. | 2.20% | Add +10.0% | 162,242 | $10.4M |
| BNP Paribas Financial Markets | 0.01% | Add +43.1% | 162,095 | $10.4M |
| Simplicity Wealth,LLC | 0.23% | Add +9.3% | 159,171 | $10.2M |
| Pathstone Holdings, LLC | 0.05% | Reduce -8.8% | 159,021 | $10.2M |
| Axiom Advisory, LLC | 0.11% | New | 165,108 | $10.2M |
| Arete Wealth Advisors, LLC | 0.83% | Add +2.7% | 157,927 | $10.1M |
| Rehmann Capital Advisory Group | 0.72% | Add +19.4% | 157,666 | $10.1M |
| Financial Advocates Investment Management | 0.62% | Add +2.6% | 156,916 | $10.0M |
| Bull Oak Capital, LLC | 6.43% | Reduce -12.0% | 156,043 | $10.0M |
| NovaPoint Capital, LLC | 3.38% | Add +0.7% | 155,852 | $10.0M |
| Adams Wealth Management | 2.30% | Add +14.0% | 155,824 | $10.0M |
| CacheTech Inc. | 2.30% | — | 155,824 | $10.0M |
| Alliance Wealth Management Group | 2.80% | Reduce -3.3% | 153,388 | $9.8M |
| Marathon Strategic Advisors, LLC | 11.46% | Reduce -3.5% | 153,262 | $9.8M |
| NorthCoast Asset Management LLC | 0.08% | Add +3.3% | 150,748 | $9.6M |
| Patriot Financial Group Insurance Agency, LLC | 1.41% | Reduce -2.9% | 150,093 | $9.6M |
| FSB Premier Wealth Management, Inc. | 4.25% | Add +0.5% | 147,252 | $9.4M |
| Acorn Financial Advisory Services Inc. | 1.74% | Reduce -2.6% | 145,896 | $9.3M |
| Clearview Wealth Advisors LLC | 8.08% | Reduce -46.5% | 144,638 | $9.3M |
| Valmark Advisers, Inc. | 0.16% | Add +12.4% | 144,574 | $9.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.54% | Add +5.5% | 144,251 | $9.2M |
| Bison Wealth, LLC | 1.50% | No change | 149,995 | $9.2M |
| Belpointe Asset Management LLC | 0.64% | Reduce -48.5% | 143,995 | $9.2M |
| Sutton Place Investors LLC | 6.06% | Reduce -3.8% | 142,345 | $9.1M |
| Quadrant Private Wealth Management, LLC | 2.09% | Add +12.9% | 142,331 | $9.1M |
| Fragasso Financial Advisors Inc | 0.74% | Add +14.6% | 139,813 | $8.9M |
| Waterloo Capital, L.P. | 1.07% | Add +5.2% | 139,468 | $8.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -52.8% | 139,254 | $8.9M |
| HM Payson & Co. | 0.16% | Reduce -24.4% | 137,522 | $8.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 4.82% | Add +67.8% | 137,212 | $8.8M |
| Emergent Wealth Advisors, LLC | 7.03% | Reduce -3.2% | 136,674 | $8.7M |
| Oarsman Capital, Inc. | 1.92% | Add +28.8% | 136,260 | $8.7M |
| Sheets Smith Wealth Management | 1.04% | Add +0.8% | 135,303 | $8.7M |
| Bush Investment Group, LLC | 7.36% | Reduce -12.8% | 133,949 | $8.6M |
| Maripau Wealth Management LLC | 5.84% | Add +0.1% | 133,604 | $8.6M |
| Townsquare Capital LLC | 0.12% | Add +5.9% | 133,433 | $8.5M |
| HUB Investment Partners, LLC | 0.41% | Add +52.1% | 133,214 | $8.5M |
| Stonebrook Private Inc. | 2.42% | Reduce -11.2% | 131,603 | $8.4M |
| Wells Financial Advisors INC | 5.49% | Add +55.4% | 130,321 | $8.3M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +5.8% | 130,207 | $8.3M |
| Oliver Lagore Vanvalin Investment Group | 2.35% | Add +6.8% | 127,847 | $8.2M |
| Continuum Advisory, LLC | 1.18% | Add +1.2% | 127,662 | $8.2M |
| Theory Financial LLC | 3.83% | Add +54.3% | 126,503 | $8.1M |
| 49 Wealth Management, LLC | 1.59% | New | 125,605 | $8.1M |
| Ascentis Independent Advisors | 1.68% | — | 125,747 | $8.0M |
| Mattson Financial Services, LLC | 2.86% | — | 125,292 | $8.0M |
| Mgo One Seven LLC | 0.38% | Add +15.3% | 124,677 | $8.0M |
| Independent Wealth Network Inc. | 3.70% | Reduce -3.3% | 123,832 | $7.9M |
| Flynn Zito Capital Management, LLC | 4.03% | Add +24.3% | 123,103 | $7.9M |
| Transamerica Financial Advisors, LLC | 0.84% | No change | 122,854 | $7.9M |
| Jackson Wealth Management, LLC | 1.68% | Reduce -51.3% | 122,472 | $7.8M |
| PFG Advisors | 0.53% | Add +55.5% | 121,958 | $7.8M |
| Capital Advantage, Inc. | 1.60% | Add +122.1% | 119,430 | $7.8M |
| Csenge Advisory Group | 0.44% | Reduce -42.9% | 121,793 | $7.8M |
| One Degree Advisors Inc | 3.76% | Reduce -4.2% | 121,771 | $7.8M |
| Kensington Asset Management, LLC | 0.83% | Reduce -8.6% | 119,849 | $7.7M |
| Liquid Strategies, LLC | 2.02% | Reduce -8.6% | 119,849 | $7.7M |
| Morling Financial Advisors, LLC | 3.29% | Reduce -2.5% | 118,046 | $7.6M |
| Arcadia Wealth Management, LLC | 4.24% | Reduce -16.7% | 116,049 | $7.4M |
| Redwood Investment Management, LLC | 0.64% | Reduce -29.1% | 115,694 | $7.4M |
| Legacy Wealth Management, LLC / MS | 3.10% | Add +9.2% | 114,828 | $7.3M |
| Independent Advisor Alliance | 0.25% | New | 113,467 | $7.3M |
| Avantax Advisory Services, Inc. | 0.05% | Add +26.5% | 113,388 | $7.3M |
| WR Wealth Planners, LLC | 2.21% | Add +2.2% | 113,237 | $7.2M |
| Midwest Heritage Bank, FSB | 3.66% | Reduce -4.9% | 113,141 | $7.2M |
| Kingsview Wealth Management, LLC | 0.17% | Add +6.6% | 112,898 | $7.2M |
| Archer Investment Corp | 2.10% | Add +8.3% | 111,951 | $7.2M |
| Sowell Financial Services LLC | 0.34% | Reduce -1.1% | 111,547 | $7.1M |
| Convergence Financial, LLC | 1.86% | Add +29.9% | 109,984 | $7.0M |
| WealthPLAN Partners, LLC | 0.75% | Reduce -14.6% | 109,596 | $7.0M |
| Aveo Capital Partners, LLC | 0.78% | Reduce -7.3% | 107,495 | $6.9M |
| Courier Capital LLC | 0.55% | Reduce -0.9% | 107,424 | $6.9M |
| Moisand Fitzgerald Tamayo, LLC | 1.02% | Reduce -15.9% | 106,564 | $6.8M |
| Creative Financial Designs Inc. | 0.60% | Reduce -22.9% | 105,345 | $6.7M |
| Moneco Advisors, LLC | 0.97% | Add +174.8% | 102,730 | $6.6M |
| FMR LLC | 0.00% | Add +56.7% | 101,794 | $6.5M |
| Chicago Partners Investment Group LLC | 0.25% | Add +8.5% | 102,162 | $6.5M |
| Range Financial Group LLC | 3.32% | Reduce -0.3% | 101,617 | $6.5M |
| Richardson Financial Services Inc. | 4.67% | Reduce -16.7% | 101,288 | $6.5M |
| Arq Wealth Advisors, LLC | 2.79% | Add +2.3% | 100,735 | $6.4M |
| Clarus Wealth Advisors | 3.41% | Add +2.7% | 97,128 | $6.4M |
| McKinley Carter Wealth Services, Inc. | 0.40% | Reduce -6.1% | 98,988 | $6.3M |
| Curtis Advisory Group, LLC | 2.21% | Add +298.9% | 97,938 | $6.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +448.0% | 97,330 | $6.3M |
| Vectors Research Management, LLC | 1.91% | Add +1.2% | 97,164 | $6.2M |
| Pine Valley Investments Ltd Liability Co | 0.46% | Add +4.4% | 96,523 | $6.2M |
| St Germain D J Co. Inc. | 0.29% | Reduce -2.9% | 95,151 | $6.1M |
| Mma Asset Management LLC | 2.84% | Add +48.8% | 94,917 | $6.1M |
| One Capital Management, LLC | 0.21% | Add +2.1% | 94,648 | $6.1M |
| Westwind Capital | 1.48% | New | 399 | $6.0M |
| BlackDiamond Wealth Management, LLC | 3.92% | Add +15.0% | 95,408 | $6.0M |
| Captrust Financial Advisors | 0.02% | Add +18.8% | 91,990 | $5.9M |
| Trinity Wealth Management, LLC | 2.93% | Reduce -2.4% | 91,686 | $5.9M |
| Morningstar Investment Services LLC | 0.06% | Add +47.5% | 90,231 | $5.8M |
| Guardian Wealth Advisors, LLC / NC | 0.67% | Reduce -0.8% | 89,880 | $5.8M |
| Centaurus Financial, Inc. | 0.38% | Add +0.2% | 89,580 | $5.7M |
| Shepherd Financial Partners LLC | 0.74% | Reduce -0.1% | 89,370 | $5.7M |
| Money Concepts Capital Corp. | 0.48% | Add +74.0% | 89,199 | $5.7M |
| Aspire Private Capital, LLC | 1.47% | Add +6.7% | 89,040 | $5.7M |
| StoneCrest Wealth Management, Inc. | 4.30% | Add +0.3% | 88,113 | $5.6M |
| Moloney Securities Asset Management, LLC | 0.82% | Add +1.2% | 88,054 | $5.6M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.9% | 87,957 | $5.6M |
| Cerity Partners LLC | 0.02% | Add +0.9% | 87,873 | $5.6M |
| Dentgroup LLC | 4.52% | Reduce -38.9% | 87,667 | $5.6M |
| Lincoln Capital Corp. | 2.39% | New | 86,889 | $5.6M |
| Summit Global Investments | 0.40% | Add +0.2% | 86,239 | $5.5M |
| Syntegra Private Wealth Group, LLC | 0.70% | Reduce -4.1% | 85,961 | $5.5M |
| Merkkuri Wealth Advisors LLC | 4.96% | — | 84,170 | $5.4M |
| Guardian Asset Advisors, LLC | 3.92% | Add +33.3% | 83,420 | $5.3M |
| Values Added Financial LLC | 3.81% | Add +22.8% | 82,542 | $5.3M |
| Northern Trust Corp. | 0.00% | Add +1.5% | 82,097 | $5.3M |
| Manhattan West Asset Management, LLC | 1.42% | New | 81,939 | $5.2M |
| Tidal Investments LLC | 0.07% | Reduce -7.9% | 81,695 | $5.2M |
| Strategic Financial Concepts, LLC | 3.00% | Add +1358.8% | 1,129,871 | $5.2M |
| Welch Capital Partners LLC | 1.21% | Add +442.2% | 80,139 | $5.1M |
| Elevated Capital Advisors, LLC | 1.44% | Add +254.0% | 79,940 | $5.1M |
| USAdvisors Wealth Management, LLC | 1.80% | Reduce -17.9% | 79,734 | $5.1M |
| Goodman Financial Corp | 1.13% | Add +3.4% | 79,028 | $5.1M |
| JDM Financial Group LLC | 3.30% | Reduce -0.3% | 76,320 | $4.9M |
| HBK Sorce Advisory LLC | 0.17% | Reduce -16.2% | 74,465 | $4.8M |
| Voisard Asset Management Group, Inc. | 2.32% | Add +15.4% | 74,248 | $4.8M |
| FSC Wealth Advisors, LLC | 3.48% | Reduce -1.7% | 73,629 | $4.7M |
| Financial Counselors Inc. | 0.08% | Reduce -0.1% | 73,466 | $4.7M |
| Jackson, Grant Investment Advisers, Inc. | 1.89% | Add +1.6% | 73,110 | $4.7M |
| E&G Advisors, LLC | 1.36% | Add +3.3% | 72,229 | $4.6M |
| Wealthcare Capital Management LLC | 0.49% | Add +26.1% | 72,086 | $4.6M |
| Alpha Financial Partners LLC | 3.98% | Add +0.3% | 71,887 | $4.6M |
| Catalina Capital Group, LLC | 1.75% | Reduce -17.8% | 71,878 | $4.6M |
| Ameritas Advisory Services, LLC | 0.17% | Add +161.6% | 71,704 | $4.6M |
| Upper Left Wealth Management, LLC | 4.11% | Add +0.8% | 70,866 | $4.5M |
| Beaumont Financial Advisors, LLC | 0.36% | Reduce -0.3% | 70,317 | $4.5M |
| Two Sigma Securities, LLC | 0.21% | Add +4.6% | 69,856 | $4.5M |
| Blue Bell Private Wealth Management, LLC | 0.91% | Add +9.3% | 69,157 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | Add +20.5% | 68,597 | $4.4M |
| Legacy Capital Group California, Inc. | 1.58% | Reduce -2.2% | 68,276 | $4.4M |
| Naples Global Advisors, LLC | 0.44% | Add +20.5% | 67,883 | $4.3M |
| River Street Advisors LLC | 2.68% | Add +8.6% | 67,492 | $4.3M |
| Triad Wealth Partners, LLC | 2.26% | Reduce -2.5% | 67,422 | $4.3M |
| Great Lakes Retirement, Inc. | 0.59% | Reduce -7.0% | 67,276 | $4.3M |
| Meridian Wealth Management, LLC | 0.52% | New | 67,122 | $4.3M |
| W.H. Cornerstone Investments Inc. | 3.03% | Reduce -26.3% | 66,849 | $4.3M |
| Evermay Wealth Management LLC | 0.69% | Add +73.3% | 66,733 | $4.3M |
| PCG Wealth Advisors, LLC | 1.85% | Add +367.5% | 66,412 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -1.1% | 66,181 | $4.2M |
| Aspire Wealth Management Corp | 2.38% | Reduce -9.9% | 65,087 | $4.2M |
| ERn Financial, LLC | 0.69% | Add +15.7% | 65,042 | $4.2M |
| Kanawha Capital Management LLC | 0.33% | Add +2.9% | 64,855 | $4.2M |
| Financial Security Advisor, Inc. | 1.36% | Add +0.3% | 63,614 | $4.1M |
| Silver Oak Securities, Incorporated | 0.61% | Add +7.5% | 63,346 | $4.1M |
| Win Advisors, Inc. | 1.81% | Reduce -63.9% | 63,340 | $4.1M |
| Prostatis Group LLC | 1.42% | Reduce -40.9% | 62,752 | $4.0M |
| JBR Co Financial Management Inc | 2.83% | Add +71.2% | 62,959 | $4.0M |
| Compass Wealth Management LLC | 0.98% | Add +3.9% | 61,950 | $4.0M |
| Lunt Capital Management, Inc. | 1.94% | Add +12.3% | 61,333 | $3.9M |
| Sentinel Pension Advisors, LLC | 0.80% | Add +1.9% | 60,527 | $3.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.19% | Add +26.8% | 60,114 | $3.8M |
| Selective Wealth Management, Inc. | 1.69% | Add +10.3% | 58,762 | $3.8M |
| Truefg, LLC | 1.37% | Add +5.6% | 59,148 | $3.8M |
| Beacon Financial Advisory LLC | 1.41% | Add +7.9% | 59,092 | $3.8M |
| Per Stirling Capital Management, LLC. | 0.61% | Add +4.5% | 58,970 | $3.8M |
| Foundations Investment Advisors, LLC | 0.09% | Add +19.3% | 56,532 | $3.6M |
| Strategic Advisors LLC | 0.69% | Add +123.1% | 55,320 | $3.5M |
| MIdWestOne Financial Group, Inc. | 0.63% | Add +64.4% | 54,393 | $3.5M |
| Wescott Financial Advisory Group, LLC | 0.40% | Reduce -5.4% | 54,206 | $3.5M |
| Meridian Financial Advisors, LLC | 2.48% | Add +3.3% | 53,546 | $3.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +9.1% | 53,420 | $3.4M |
| Compass Financial Group, Inc. | 1.69% | Reduce -3.1% | 52,153 | $3.4M |
| Beacon Financial Group | 0.39% | Reduce -0.9% | 53,155 | $3.4M |
| Transcend Capital Advisors, LLC | 0.25% | Reduce -3.4% | 52,936 | $3.4M |
| Tortoise Investment Management, LLC | 0.38% | Add +24.3% | 52,702 | $3.4M |
| Bluestem Financial Advisors, LLC | 1.70% | Reduce -7.6% | 52,596 | $3.4M |
| MKT Advisors LLC | 1.66% | Add +13.7% | 51,145 | $3.3M |
| Triton Financial Group Inc | 2.29% | Add +2.8% | 51,089 | $3.3M |
| Fullcircle Wealth LLC | 1.60% | — | 51,237 | $3.3M |
| Balentine LLC | 0.15% | Add +12.3% | 50,817 | $3.3M |
| ACT Advisors, LLC. | 1.68% | Reduce -0.1% | 50,400 | $3.2M |
| HF Advisory Group, LLC | 1.66% | Add +2.8% | 50,271 | $3.2M |
| CW Advisors, LLC | 0.05% | New | 50,220 | $3.2M |
| Ciovacco Capital Management LLC | 2.07% | Reduce -2.2% | 50,164 | $3.2M |
| Vickerman Investment Advisors, Inc. | 1.02% | Reduce -3.1% | 49,730 | $3.2M |
| Catalyst Private Wealth, LLC | 1.67% | Reduce 0.0% | 49,369 | $3.2M |
| Fonville Wealth Management LLC | 1.25% | Reduce -4.0% | 49,200 | $3.1M |
| Tilson Financial Group, Inc. | 3.15% | Add +48.4% | 48,733 | $3.1M |
| Coppell Advisory Solutions LLC | 0.51% | — | 48,644 | $3.1M |
| Advisory Services Network, LLC | 0.06% | Add +4.6% | 48,022 | $3.1M |
| Vicus Capital | 0.28% | Reduce -1.2% | 47,639 | $3.0M |
| Buckingham Capital Management, Inc. | 0.36% | Reduce -10.6% | 47,558 | $3.0M |
| BIP Wealth, LLC | 0.24% | Add +6.7% | 46,752 | $3.0M |
| Semmax Financial Advisors Inc. | 0.90% | Reduce -0.7% | 46,729 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -70.2% | 46,256 | $3.0M |
| GeoWealth Management, LLC | 0.13% | Add +3.2% | 46,079 | $2.9M |
| Pinnacle Family Advisors, LLC | 1.63% | Reduce -23.6% | 46,079 | $2.9M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -0.2% | 45,674 | $2.9M |
| Perigon Wealth Management, LLC | 0.08% | Add +2.9% | 45,584 | $2.9M |
| World Equity Group, Inc. | 0.87% | Add +4.8% | 45,567 | $2.9M |
| AQR Capital Management | 0.00% | Add +1.9% | 45,157 | $2.9M |
| Spire Wealth Management | 0.10% | Add +5.2% | 44,707 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Add +10.8% | 44,106 | $2.8M |
| FWG Investments, LLC. | 2.83% | Reduce -1.4% | 43,771 | $2.8M |
| Alaska Wealth Advisors, LLC | 0.43% | Reduce -4.3% | 43,643 | $2.8M |
| Lifeworks Advisors, LLC | 0.77% | Reduce -18.8% | 43,279 | $2.8M |
| JSF Financial, LLC | 0.85% | Reduce -60.2% | 43,172 | $2.8M |
| Commonwealth Financial Services, LLC | 0.57% | New | 42,280 | $2.8M |
| MBM Wealth Consultants, LLC | 0.94% | Add +6.5% | 42,209 | $2.8M |
| Woodmont Investment Counsel LLC | 0.22% | No change | 43,000 | $2.8M |
| Renaissance Technologies | 0.00% | Reduce -30.2% | 42,600 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.7% | 42,542 | $2.7M |
| Venture Visionary Partners LLC | 0.13% | Reduce -1.8% | 42,453 | $2.7M |
| American Investment Services, Inc. | 0.48% | Reduce -1.0% | 42,351 | $2.7M |
| Econ Financial Services Corp | 1.68% | Reduce -41.8% | 42,321 | $2.7M |
| Prospera Financial Services Inc | 0.07% | Reduce -30.9% | 41,820 | $2.7M |
| Annex Advisory Services, LLC | 0.09% | Reduce -2.0% | 41,803 | $2.7M |
| LexAurum Advisors, LLC | 0.66% | Reduce -32.2% | 41,669 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +13.3% | 41,576 | $2.7M |
| Greenleaf Trust | 0.02% | No change | 41,012 | $2.6M |
| Intrepid Financial Planning Group LLC | 1.12% | Reduce -0.3% | 40,928 | $2.6M |
| JNBA Financial Advisors | 0.27% | Add +20.7% | 40,589 | $2.6M |
| Napa Wealth Management | 1.75% | Reduce -0.4% | 40,395 | $2.6M |
| Pallas Capital Advisors LLC | 0.12% | Reduce -10.2% | 39,620 | $2.6M |
| HWG Holdings LP | 0.94% | — | 40,194 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +22.1% | 39,837 | $2.5M |
| Advisors Preferred, LLC | 0.44% | No change | 39,705 | $2.5M |
| Hills Bank & Trust Co | 0.21% | Add +24.8% | 39,714 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +36.9% | 39,648 | $2.5M |
| Bank of Montreal | 0.00% | Add +8.2% | 39,384 | $2.5M |
| High Probability Advisors, LLC | 0.46% | Add +6.3% | 39,536 | $2.5M |
| Diversify Advisory Services, LLC | 0.14% | Add +173.3% | 38,482 | $2.5M |
| First Trust Direct Indexing L.P. | 0.16% | Add +7.1% | 39,254 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +16.8% | 39,195 | $2.5M |
| RDA Financial Network | 0.82% | Add +229.5% | 38,987 | $2.5M |
| Farther Finance Advisors, LLC | 0.12% | Reduce -7.2% | 38,888 | $2.5M |
| Swmg, LLC | 1.11% | Reduce -0.2% | 38,853 | $2.5M |
| MSH Capital Advisors LLC | 0.82% | Add +741.3% | 38,264 | $2.4M |
| Luken Investment Analytics, LLC | 1.21% | Reduce -4.6% | 37,682 | $2.4M |
| Axxcess Wealth Management, LLC | 0.06% | Add +17.0% | 37,184 | $2.4M |
| Gateway Wealth Partners, LLC | 0.71% | Reduce -15.7% | 36,684 | $2.3M |
| Worth Financial Advisory Group, LLC | 1.54% | Reduce -3.5% | 36,633 | $2.3M |
| Arista Wealth Management, LLC | 0.62% | Add +67.4% | 36,533 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +29.3% | 36,361 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -13.0% | 35,921 | $2.3M |
| Heritage Wealth Management, LLC | 1.26% | Reduce -3.3% | 35,410 | $2.3M |
| Heritage Family Offices, LLP | 1.26% | — | 35,410 | $2.3M |
| Westover Capital Advisors, LLC | 0.58% | Add +0.1% | 35,017 | $2.2M |
| GTS Securities LLC | 0.05% | Reduce -61.9% | 34,928 | $2.2M |
| National Wealth Management Group, LLC | 1.70% | Reduce -0.9% | 34,902 | $2.2M |
| Condor Capital Management | 0.21% | Reduce -3.3% | 34,856 | $2.2M |
| Flow Traders U.S. LLC | 0.11% | Reduce -54.6% | 34,424 | $2.2M |
| Aspen Wealth Management LLC | 0.74% | Reduce -1.6% | 33,304 | $2.1M |
| Aldebaran Financial Inc. | 2.79% | Add +12.0% | 33,238 | $2.1M |
| PAX Financial Group, LLC | 0.42% | Reduce -19.0% | 33,231 | $2.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.47% | No change | 32,967 | $2.1M |
| Whittier Trust Co. | 0.03% | Reduce -0.1% | 32,939 | $2.1M |
| Fulcrum Equity Management | 1.88% | Add +508.2% | 32,792 | $2.1M |
| Compound Planning, Inc. | 0.15% | Add +3.4% | 32,609 | $2.1M |
| Marshall Wace, LLP | 0.00% | New | 32,534 | $2.1M |
| Schrum Private Wealth Management LLC | 1.86% | Reduce -0.3% | 32,249 | $2.1M |
| Butensky & Cohen Financial Security, Inc. | 0.65% | Reduce -1.4% | 31,818 | $2.0M |
| Teamwork Financial Advisors, LLC | 0.30% | Reduce -82.0% | 31,729 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -54.4% | 31,660 | $2.0M |
| Apella Capital, LLC | 0.09% | Reduce -3.0% | 30,749 | $2.0M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -1.8% | 31,266 | $2.0M |
| Private Trust Co. NA | 0.22% | Reduce -9.5% | 31,197 | $2.0M |
| Tower View Wealth Management LLC | 1.14% | Add +554.6% | 31,115 | $2.0M |
| Fermata Advisors, LLC | 0.46% | Add +2.7% | 31,099 | $2.0M |
| Comerica Bank | 0.01% | Add +8.5% | 30,928 | $2.0M |
| Safeguard Financial, LLC | 0.55% | Add +29.3% | 30,769 | $2.0M |
| My Personal CFO, LLC | 1.05% | Add +2.5% | 30,748 | $2.0M |
| Capital Planning Advisors, LLC | 0.33% | Add +3.7% | 30,566 | $2.0M |
| Kavar Capital Partners Group, LLC | 0.35% | Reduce -3.2% | 30,560 | $2.0M |
| Worth Asset Management, LLC | 1.16% | Add +27.1% | 30,532 | $2.0M |
| Slagle Financial, LLC | 1.00% | Add +13.4% | 30,503 | $2.0M |
| Latitude Advisors, LLC | 1.19% | Add +34.4% | 30,474 | $2.0M |
| Tempus Wealth Planning, LLC | 0.81% | Add +100.7% | 30,300 | $1.9M |
| Facet Wealth, Inc. | 0.06% | Reduce -1.4% | 30,354 | $1.9M |
| Brass Tax Wealth Management, Inc. | 0.38% | New | 30,223 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +468.0% | 30,115 | $1.9M |
| Sanchez Wealth Management Group | 0.62% | Add +9.9% | 30,049 | $1.9M |
| Integrity Wealth Solutions LLC | 1.24% | Reduce -0.9% | 29,756 | $1.9M |
| Dakota Wealth Management | 0.04% | Reduce -3.4% | 29,343 | $1.9M |
| Cooper Financial Group | 0.27% | Reduce -3.3% | 29,205 | $1.9M |
| Tudor Investment Corporation | 0.02% | New | 29,194 | $1.9M |
| Financial Advisory Partners, LLC | 0.69% | Reduce -1.3% | 29,039 | $1.9M |
| Wealthgarden F.S. LLC | 1.93% | — | 28,659 | $1.8M |
| Pinion Investment Advisors, LLC | 0.91% | Reduce -3.2% | 28,543 | $1.8M |
| Colton Groome Financial Advisors, LLC | 0.72% | Add +3.9% | 28,450 | $1.8M |
| Vantage Investment Partners, LLC | 0.16% | No change | 28,305 | $1.8M |
| Raab & Moskowitz Asset Management LLC | 0.49% | Reduce -2.5% | 28,248 | $1.8M |
| National Bank of Canada | 0.00% | Add +44.7% | 28,092 | $1.8M |
| Chris Bulman Inc | 1.22% | — | 27,938 | $1.8M |
| Harmony Asset Management LLC | 0.75% | Reduce -1.8% | 27,845 | $1.8M |
| Quadrature Capital Ltd | 0.03% | New | 27,819 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +264.3% | 27,813 | $1.8M |
| Rooted Wealth Advisors, Inc. | 0.78% | Reduce -11.6% | 27,304 | $1.8M |
| Vista Investment Management | 0.72% | Reduce -2.0% | 27,702 | $1.8M |
| WealthShield Partners, LLC | 0.27% | Reduce -12.1% | 27,434 | $1.8M |
| Arkadios Wealth Advisors | 0.12% | Reduce -0.4% | 27,142 | $1.7M |
| Stone Summit Wealth LLC | 0.62% | Reduce -0.2% | 26,982 | $1.7M |
| Sequent Planning LLC | 0.59% | Add +12.7% | 26,855 | $1.7M |
| Schwallier Wealth Management LLC | 1.39% | Reduce -7.4% | 26,752 | $1.7M |
| Stegent Equity Advisors, Inc. | 1.78% | No change | 26,739 | $1.7M |
| Access Financial Services, Inc. | 0.76% | Reduce -0.2% | 26,143 | $1.7M |
| Sovereign Financial Group, Inc. | 0.42% | Add +176.4% | 26,134 | $1.7M |
| Blair William & Co. | 0.01% | Reduce -9.7% | 25,639 | $1.6M |
| Treasure Coast Financial Planning | 1.08% | Reduce -1.0% | 25,596 | $1.6M |
| AlphaMark Advisors, LLC | 0.57% | Add +8.0% | 25,415 | $1.6M |
| Cibc World Markets Corp. | 0.01% | Reduce -2.3% | 25,266 | $1.6M |
| C M Bidwell & Associates Ltd. | 1.07% | No change | 25,034 | $1.6M |
| Narus Financial Partners, LLC | 0.64% | Add +0.7% | 24,955 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Add +4.3% | 24,475 | $1.6M |
| Koshinski Asset Management, Inc. | 0.15% | Add +71.6% | 23,934 | $1.6M |
| Professional Financial Advisors, LLC | 0.43% | Reduce -0.8% | 24,291 | $1.6M |
| Abound Wealth Management | 0.57% | Add +17.6% | 24,280 | $1.6M |
| MAS Advisors LLC | 3.70% | No change | 24,248 | $1.6M |
| Richard W. Paul & Associates, LLC | 0.60% | Reduce -8.8% | 24,214 | $1.5M |
| TrueWealth Advisors, LLC | 0.57% | Reduce -4.2% | 24,130 | $1.5M |
| Sigma Planning Corp | 0.05% | Reduce -0.1% | 24,070 | $1.5M |
| Resonant Capital Advisors, LLC | 0.12% | Reduce -16.9% | 23,958 | $1.5M |
| Norden Group LLC | 0.31% | Reduce -1.6% | 23,735 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +115.9% | 23,381 | $1.5M |
| Resurgent Financial Advisors LLC | 0.94% | Reduce -30.7% | 23,572 | $1.5M |
| Epic Trust Investment Advisors, LLC | 1.66% | Reduce -1.3% | 23,533 | $1.5M |
| MN Wealth Advisors, LLC | 0.87% | Add +111.2% | 23,532 | $1.5M |
| Quadcap Wealth Management, LLC | 0.27% | Reduce -5.0% | 23,412 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +374.9% | 23,140 | $1.5M |
| Threadgill Financial, LLC | 0.69% | New | 23,056 | $1.5M |
| MBE Wealth Management, LLC | 0.89% | Add +1.7% | 22,950 | $1.5M |
| Dearborn Partners LLC | 0.06% | New | 22,939 | $1.5M |
| Redwood Financial Network Corp | 1.22% | Add +1.1% | 22,747 | $1.5M |
| Spirepoint Private Client, LLC | 0.20% | Add +1.6% | 22,492 | $1.4M |
| Watershed Private Wealth LLC | 0.61% | Reduce -3.0% | 22,436 | $1.4M |
| FreeGulliver LLC | 0.98% | Add +49.9% | 22,268 | $1.4M |
| Pacific Financial Group Inc. | 1.01% | Reduce -13.2% | 22,255 | $1.4M |
| Cascade Financial Partners, LLC | 0.19% | Reduce -0.7% | 22,183 | $1.4M |
| Gries Financial LLC | 0.29% | Reduce -52.2% | 22,154 | $1.4M |
| Western Financial Corp | 0.85% | Reduce -23.3% | 22,008 | $1.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.36% | New | 21,818 | $1.4M |
| CGN Advisors LLC | 0.16% | Reduce -4.9% | 21,800 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +17.6% | 21,681 | $1.4M |
| Evernest Financial Advisors, LLC | 0.62% | Add +30.6% | 21,672 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -25.6% | 21,613 | $1.4M |
| Perennial Investment Advisors, LLC | 0.20% | Reduce -4.2% | 21,517 | $1.4M |
| Insight Advisors, LLC/ PA | 0.25% | Add +2.6% | 21,184 | $1.4M |
| GoalVest Advisory LLC | 0.43% | Reduce -0.9% | 21,127 | $1.4M |
| Capital Asset Advisory Services LLC | 0.07% | Reduce -0.6% | 20,419 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +3.1% | 20,731 | $1.3M |
| Flower City Capital | 0.85% | Reduce -2.0% | 20,535 | $1.3M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -6.9% | 20,516 | $1.3M |
| Old Second National Bank of Aurora | 0.34% | Add +139.8% | 20,471 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.33% | New | 20,290 | $1.3M |
| Moors & Cabot, Inc. | 0.07% | Add +7.6% | 20,226 | $1.3M |
| TCWP LLC | 3.16% | Reduce -13.8% | 20,130 | $1.3M |
| Baker Tilly Wealth Management, LLC | 0.52% | Reduce -60.7% | 19,864 | $1.3M |
| Calton & Associates, Inc. | 0.64% | Add +36.7% | 19,851 | $1.3M |
| Shaker Investments LLC | 0.55% | Add +45.7% | 19,661 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Reduce -4.3% | 19,638 | $1.3M |
| Magnus Financial Group LLC | 0.14% | Reduce -13.5% | 19,611 | $1.3M |
| MAI Capital Management | 0.01% | Add +0.2% | 19,591 | $1.3M |
| Smith, Moore & Co. | 0.13% | Add +8.6% | 19,545 | $1.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | New | 19,420 | $1.2M |
| Ranch Capital Advisors Inc. | 0.65% | Add +1.9% | 19,436 | $1.2M |
| Orin Green Financial, LLC | 0.57% | New | 19,262 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +23.0% | 18,923 | $1.2M |
| CPR Investments Inc. | 0.99% | Add +43.6% | 18,787 | $1.2M |
| Ritholtz Wealth Management | 0.04% | Add +0.6% | 18,692 | $1.2M |
| Community Bank, N.A. | 0.16% | Reduce -0.8% | 18,497 | $1.2M |
| Bluesphere Advisors LLC | 0.60% | Add +10.6% | 18,423 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 18,413 | $1.2M |
| Landmark Wealth Management, LLC | 0.92% | Add +6.0% | 18,382 | $1.2M |
| Lake Street Advisors Group, LLC | 0.06% | Add +44.7% | 18,313 | $1.2M |
| Fingerlakes Wealth Management, Inc. | 1.05% | Add +0.3% | 18,261 | $1.2M |
| Trivium Point Advisory, LLC | 0.17% | Add +329.4% | 18,173 | $1.2M |
| Metis Global Partners, LLC | 0.04% | Add +62.6% | 17,911 | $1.1M |
| Bleakley Financial Group, LLC | 0.03% | Add +1.8% | 17,743 | $1.1M |
| Northwest Capital Management Inc | 0.41% | Reduce -21.7% | 17,671 | $1.1M |
| Signet Financial Management, LLC | 0.15% | Add +12.4% | 17,654 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.28% | No change | 17,438 | $1.1M |
| Empirical Asset Management, LLC | 0.41% | Add +339.0% | 38,762 | $1.1M |
| Cape Investment Advisory, Inc. | 0.49% | Add +63.6% | 16,954 | $1.1M |
| Clear Point Advisors Inc. | 0.89% | Reduce -0.0% | 16,842 | $1.1M |
| ETF Store, Inc. | 1.11% | Add +9.7% | 16,747 | $1.1M |
| FSA Advisors, Inc. | 1.11% | Reduce -0.8% | 16,802 | $1.1M |
| Concord Wealth Partners | 0.19% | Add +5.8% | 16,585 | $1.1M |
| Cobblestone Asset Management LLC | 0.68% | Add +12.9% | 16,431 | $1.1M |
| Sebold Capital Management, Inc. | 0.73% | Reduce -0.1% | 16,430 | $1.1M |
| Cedar Wealth Management, LLC | 0.34% | Reduce -4.9% | 16,287 | $1.0M |
| Sterling Financial Group, Inc. | 0.47% | New | 16,200 | $1.0M |
| Bensler, LLC | 0.14% | Reduce -76.5% | 16,151 | $1.0M |
| Kingdom Financial Group LLC. | 0.70% | Reduce -24.9% | 16,069 | $1.0M |
| YHB Investment Advisors, Inc. | 0.09% | Add +3.8% | 16,039 | $1.0M |
| Financial Management Network Inc. | 0.25% | Add +0.1% | 15,691 | $1.0M |
| Confluence Wealth Services, Inc. | 0.08% | Reduce -2.3% | 15,983 | $1.0M |
| LBMC Investment Advisors, LLC | 0.09% | No change | 15,674 | $1.0M |
| TFG Advisers LLC | 0.39% | Add +13.8% | 15,502 | $992K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -7.0% | 15,452 | $989K |
| TLWM | 0.22% | Reduce -2.5% | 15,382 | $984K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -11.7% | 15,308 | $980K |
| Five Oceans Advisors | 0.51% | Add +9.0% | 15,059 | $964K |
| 360 Financial, Inc. | 0.36% | Add +36.0% | 15,016 | $961K |
| Trek Financial, LLC | 0.08% | Add +2.9% | 15,004 | $960K |
| Lanark Financial, Inc. | 0.09% | Add +2.8% | 15,013 | $960K |
| WealthCare Investment Partners, LLC | 0.45% | Reduce -0.2% | 14,984 | $959K |
| Nikulski Financial, Inc. | 0.30% | Add +0.1% | 14,935 | $956K |
| Fortitude Family Office, LLC | 0.54% | Add +0.1% | 14,830 | $949K |
| Financial Guidance Group, Inc. | 0.58% | New | 14,633 | $937K |
| &partners | 0.04% | Add +80.2% | 14,323 | $917K |
| TCP Asset Management, LLC | 0.23% | Reduce -27.9% | 14,255 | $912K |
| Prosperity Financial Group, Inc. | 0.58% | Add +9.5% | 14,226 | $910K |
| Commerce Bank | 0.01% | New | 14,209 | $909K |
| LGT Financial Advisors LLC | 1.91% | Reduce -7.2% | 14,178 | $907K |
| Crew Capital Management, Ltd | 0.73% | Add +1.2% | 14,160 | $906K |
| Jacobson & Schmitt Advisors, LLC | 0.21% | Reduce -1.3% | 14,143 | $905K |
| Capital Investment Advisory Services, LLC | 0.09% | Add +8.5% | 14,113 | $903K |
| Twin Peaks Wealth Advisors, LLC | 0.45% | Reduce -18.9% | 14,031 | $898K |
| Signal Advisors Wealth, LLC | 1.96% | Reduce -93.0% | 14,020 | $897K |
| Hartford Financial Management Inc. | 0.19% | Add +6.0% | 14,017 | $897K |
| Certuity, LLC | 0.07% | No change | 13,944 | $892K |
| Deane Retirement Strategies, Inc. | 0.46% | Reduce -3.3% | 13,904 | $890K |
| Investments & Financial Planning, LLC | 0.59% | Reduce -5.5% | 13,820 | $884K |
| Avior Wealth Management, LLC | 0.04% | Reduce -24.6% | 13,652 | $874K |
| Hemenway Trust Co LLC | 0.07% | Reduce -0.0% | 13,565 | $868K |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -72.0% | 13,533 | $866K |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -3.0% | 13,494 | $864K |
| Hofer & Associates. Inc | 0.67% | Add +1.3% | 13,457 | $861K |
| Key Client Fiduciary Advisors, LLC | 0.43% | Add +59.3% | 13,447 | $861K |
| Embree Financial Group | 0.17% | Reduce -20.2% | 13,432 | $860K |
| Concord Asset Management, LLC | 0.21% | Add +14.3% | 12,993 | $832K |
| Sfm, LLC | 0.63% | Reduce -15.2% | 12,984 | $831K |
| Hershey Financial Advisers, LLC | 0.74% | — | 12,945 | $828K |
| Flagship Private Wealth, LLC | 0.49% | Reduce -7.9% | 12,874 | $824K |
| Altrius Capital Management Inc | 0.22% | Reduce -1.5% | 12,849 | $822K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.4% | 12,785 | $818K |
| Traynor Capital Management, Inc. | 0.07% | Add +3.9% | 12,780 | $818K |
| Savvy Advisors, Inc. | 0.26% | Reduce -10.5% | 12,670 | $811K |
| Millennium Capital Advisors, LLC | 0.54% | Add +0.3% | 12,618 | $808K |
| Schorn Wealth LLC | 0.29% | Reduce -0.5% | 12,593 | $806K |
| Cypress Financial Planning LLC | 0.33% | Add +21.0% | 12,437 | $796K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.3% | 12,437 | $796K |
| Millennium Management | 0.00% | Reduce -86.4% | 12,397 | $793K |
| Roman Butler Fullerton & Co. | 0.25% | Add +82.1% | 11,870 | $783K |
| Capital Advisors, Ltd. LLC | 0.10% | No change | 12,156 | $778K |
| Clearstead Advisors, LLC | 0.01% | Add +589.3% | 12,062 | $772K |
| Accurate Wealth Management, LLC | 0.18% | Reduce -14.8% | 11,690 | $770K |
| Ieq Capital, LLC | 0.01% | Add +11.0% | 12,009 | $769K |
| Journey Strategic Wealth LLC | 0.03% | Add +21.8% | 11,997 | $768K |
| Invst, LLC | 0.08% | Add +1.5% | 11,961 | $767K |
| Peak Financial Advisors LLC | 0.44% | Add +16.9% | 11,954 | $765K |
| Retirement Planning Co of New England, Inc. | 0.42% | Add +5.8% | 11,926 | $763K |
| Anchor Investment Management, LLC | 0.08% | Add +5.6% | 11,907 | $762K |
| HBW Advisory Services LLC | 0.13% | Reduce -9.2% | 11,891 | $761K |
| AlTi Global, Inc. | 0.02% | Add +0.1% | 11,884 | $761K |
| Stewardship Advisors, LLC | 0.25% | Add +2.6% | 11,841 | $758K |
| American Money Management, LLC | 0.16% | Reduce -9.5% | 11,770 | $753K |
| Corrado Advisors, LLC | 0.48% | Reduce -4.0% | 11,691 | $748K |
| Brogan Financial, Inc. | 0.47% | Add +2.1% | 11,640 | $745K |
| Strategic Investment Advisors / MI | 0.09% | Reduce -37.7% | 11,349 | $726K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -8.2% | 11,323 | $725K |
| Emerald Advisors, LLC | 0.11% | Add +9.9% | 11,227 | $719K |
| Financial Consulate, Inc. | 0.21% | Reduce -7.3% | 11,191 | $716K |
| Cypress Capital, LLC | 0.19% | Add +12.5% | 11,095 | $710K |
| TAP Consulting, LLC | 0.15% | Add +17.5% | 11,027 | $706K |
| Defender Capital, LLC. | 0.24% | Add +96.4% | 10,800 | $691K |
| Outlook Wealth Advisors, LLC | 0.21% | Reduce -26.5% | 8,152 | $689K |
| Lockerman Financial Group, Inc. | 1.23% | No change | 10,633 | $681K |
| American Planning Services, Inc. | 0.48% | Reduce -12.2% | 10,616 | $679K |
| PCA Investment Advisory Services Inc. | 0.35% | Add +0.1% | 10,579 | $677K |
| Asset Dedication, LLC | 0.05% | Reduce -2.7% | 10,549 | $675K |
| Capital Investment Advisors, LLC | 0.02% | Add +2.2% | 10,548 | $675K |
| Leverty Financial Group, LLC | 0.40% | Add +9.2% | 10,529 | $674K |
| Destiny Capital Corp | 0.45% | Reduce -3.7% | 10,366 | $663K |
| Fisher Asset Management | 0.00% | New | 10,166 | $651K |
| Rockwood Wealth Management, LLC | 0.08% | Add +9.3% | 10,100 | $646K |
| Atlantic Union Bankshares Corp | 0.04% | Add +2.7% | 10,062 | $644K |
| Liberty Wealth Management LLC | 0.12% | Add +17.3% | 9,964 | $638K |
| Coordinated Financial Services, Inc. | 0.55% | Add +0.3% | 9,842 | $630K |
| Optimist Retirement Group LLC | 0.33% | Add +0.2% | 9,770 | $625K |
| Empower Advisory Group, LLC | 0.00% | Add +43.6% | 9,756 | $624K |
| Trilogy Capital Inc. | 0.03% | Reduce -54.0% | 9,623 | $616K |
| Source Financial Advisors LLC | 0.19% | Reduce -3.4% | 9,623 | $616K |
| Virtue Capital Management, LLC | 0.10% | Add +6.6% | 9,359 | $611K |
| Regimen Wealth, LLC | 0.21% | Reduce -0.9% | 9,537 | $610K |
| Cranbrook Wealth Management, LLC | 0.15% | No change | 9,496 | $608K |
| L.M. Kohn & Company | 0.16% | Add +21.1% | 9,476 | $606K |
| Key Financial Inc | 0.15% | Add +7.7% | 9,463 | $606K |
| EP Wealth Advisors, LLC | 0.01% | Add +212.9% | 9,400 | $602K |
| Nicolet Advisory Services, LLC | 0.06% | Add +31.2% | 9,090 | $600K |
| Laurel Wealth Advisors LLC | 0.10% | Add +1.4% | 9,247 | $592K |
| Vanguard Group Inc. | 0.00% | Add +76.6% | 9,242 | $592K |
| Fourpath Capital Management, LLC | 0.43% | Reduce -3.6% | 9,159 | $586K |
| Stevens Capital Partners | 0.30% | Add +9.1% | 9,128 | $584K |
| Trivant Custom Portfolio Group, LLC | 0.36% | Add +6.3% | 9,041 | $579K |
| Archford Capital Strategies, LLC | 0.09% | No change | 9,013 | $577K |
| Mission Creek Capital Partners, Inc. | 0.15% | Reduce -2.2% | 9,009 | $577K |
| Magnolia Capital Management Ltd. | 0.48% | No change | 8,895 | $569K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +14.6% | 8,780 | $562K |
| Drucker Wealth 3.0, LLC | 0.15% | — | 8,776 | $562K |
| Platform Technology Partners | 0.19% | — | 8,732 | $559K |
| Summit Financial Strategies, Inc. | 0.07% | Add +62.5% | 8,635 | $553K |
| Shira Ridge Wealth Management | 0.31% | Reduce -8.4% | 8,633 | $553K |
| Atlas Private Wealth Advisors | 0.09% | Add +109.2% | 8,609 | $551K |
| Fortis Advisors, LLC | 0.38% | Add +37.4% | 8,532 | $546K |
| Raleigh Capital Management Inc. | 0.23% | Reduce -3.6% | 8,483 | $543K |
| Allworth Financial LP | 0.00% | Add +30.8% | 8,395 | $542K |
| Chemistry Wealth Management LLC | 0.14% | No change | 8,407 | $538K |
| BlackRock Inc. | 0.00% | Reduce -12.2% | 8,387 | $537K |
| Thompson Davis & Co., Inc. | 0.46% | New | 8,350 | $534K |
| Deutsche Bank AG | 0.00% | Add +93.1% | 8,326 | $533K |
| Citigroup Inc. | 0.00% | Add +9.4% | 8,323 | $533K |
| Dupree Financial Group, LLC | 0.25% | New | 8,208 | $525K |
| ORBA Wealth Advisors, L.L.C. | 0.27% | Reduce -0.3% | 8,148 | $521K |
| Acropolis Investment Management, LLC | 0.03% | Reduce -4.6% | 8,124 | $520K |
| Global Strategic Investment Solutions, LLC | 0.06% | No change | 8,000 | $512K |
| SFG Wealth Management, LLC. | 0.29% | Add +18.4% | 7,924 | $507K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.5% | 7,837 | $502K |
| M3 Advisory Group, LLC | 0.41% | Add +0.2% | 7,794 | $499K |
| Willis Johnson & Associates, Inc. | 0.04% | New | 7,754 | $496K |
| AJ Advisors, LLC | 0.27% | Reduce -27.5% | 7,710 | $493K |
| MJP Associates Inc. | 0.10% | Add +16.3% | 7,634 | $489K |
| Onyx Bridge Wealth Group LLC | 0.08% | Reduce -0.5% | 7,557 | $484K |
| Precision Wealth Strategies, LLC | 0.50% | New | 7,553 | $483K |
| High Note Wealth, LLC | 0.15% | Add +4.4% | 7,534 | $482K |
| International Private Wealth Advisors LLC | 0.80% | Add +85.2% | 7,411 | $474K |
| Clark Asset Management, LLC | 0.13% | New | 7,342 | $470K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 7,287 | $466K |
| Mach-1 Financial Group, LLC | 0.33% | Add +6.5% | 7,237 | $464K |
| Fiduciary Financial Group, LLC | 0.11% | — | 6,959 | $462K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +2.7% | 7,210 | $461K |
| Opus Investment Management Inc. | 0.30% | No change | 7,185 | $460K |
| FLC Capital Advisors | 0.11% | No change | 7,161 | $458K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.3% | 7,109 | $455K |
| Merriman Wealth Management, LLC | 0.02% | No change | 7,043 | $451K |
| United Advisor Group, LLC | 0.14% | New | 6,938 | $444K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 6,915 | $443K |
| Capstone Wealth Management Group, LLC | 0.29% | Reduce -19.3% | 6,886 | $441K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -12.4% | 6,856 | $438K |
| New Insight Wealth Advisors | 0.26% | Add +59.0% | 6,768 | $433K |
| PFG Private Wealth Management, LLC | 0.26% | Add +11.3% | 6,756 | $432K |
| SkyView Investment Advisors, LLC | 0.08% | New | 6,757 | $432K |
| Wedbush Securities Inc. | 0.02% | Add +2.9% | 6,752 | $432K |
| MGB Wealth Management, LLC | 0.16% | No change | 6,536 | $430K |
| Strategic Wealth Partners, Ltd. | 0.04% | Add +17.2% | 6,707 | $429K |
| Heritage Wealth Partners, LLC | 0.62% | New | 6,705 | $429K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 6,666 | $427K |
| Optivise Advisory Services LLC | 0.23% | — | 6,543 | $419K |
| Brighton Jones LLC | 0.01% | Add +2.9% | 6,530 | $418K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.1% | 6,434 | $412K |
| Synovus Financial Corp. | 0.01% | Add +19.8% | 6,424 | $411K |
| Campbell Wealth Management | 0.13% | Add +0.6% | 6,419 | $411K |
| Old Mission Capital LLC | 0.01% | New | 6,400 | $410K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +0.3% | 6,396 | $409K |
| LongView Wealth Management | 0.15% | Add +23.4% | 6,384 | $409K |
| Asset Allocation Strategies LLC | 0.14% | New | 6,381 | $408K |
| Founders Financial Alliance, LLC | 0.12% | Add +0.6% | 6,332 | $405K |
| Trail Ridge Investment Advisors, LLC | 0.20% | Add +60.1% | 6,108 | $391K |
| Trust Co of the South | 0.09% | No change | 6,079 | $389K |
| Evanson Asset Management, LLC | 0.03% | Add +5.3% | 6,034 | $386K |
| Brio Consultants, LLC | 0.06% | Add +0.1% | 5,998 | $384K |
| Sequent Asset Management, LLC | 0.19% | New | 5,966 | $382K |
| CHURCHILL MANAGEMENT Corp | 0.00% | Add +26.6% | 5,910 | $378K |
| Berger Financial Group, Inc | 0.03% | Add +62.7% | 5,900 | $378K |
| Wilson & Boucher Capital Management, LLC | 0.29% | No change | 5,900 | $378K |
| Smartleaf Asset Management LLC | 0.06% | Add +251.7% | 5,856 | $376K |
| QRG Capital Management, Inc. | 0.00% | Add +11.8% | 5,868 | $376K |
| Titleist Asset Management, LLC | 0.06% | Add +20.6% | 5,855 | $375K |
| 3EDGE Asset Management, LP | 0.03% | Add +66.2% | 5,831 | $373K |
| Westside Investment Management, Inc. | 0.09% | Add +25.2% | 5,803 | $371K |
| Tiaa Trust, National Association | 0.00% | Add +73.9% | 5,751 | $368K |
| Colonial River Investments, LLC | 0.20% | Add +12.9% | 5,672 | $363K |
| Forte Capital LLC | 0.04% | Reduce -7.8% | 5,671 | $363K |
| Encompass More Asset Management | 0.26% | Add +19.1% | 5,588 | $358K |
| TPG Financial Advisors, LLC | 0.17% | — | 5,575 | $357K |
| Citizens Financial Group Inc. | 0.01% | New | 5,532 | $354K |
| Arrowroot Family Office, LLC | 0.23% | Reduce -0.1% | 5,520 | $353K |
| Defined Wealth Management, LLC | 0.24% | Add +3.4% | 5,498 | $352K |
| MY Wealth Management Inc. | 0.40% | No change | 5,448 | $349K |
| Integrated Investment Consultants, LLC | 0.10% | No change | 5,640 | $347K |
| Northstar Group, Inc. | 0.07% | No change | 5,400 | $346K |
| Diligent Investors, LLC | 0.09% | No change | 5,370 | $344K |
| Macroview Investment Management LLC | 0.37% | Reduce -7.1% | 5,357 | $343K |
| Apriem Advisors | 0.04% | Reduce -6.2% | 5,269 | $337K |
| Concorde Asset Management, LLC | 0.21% | New | 5,219 | $334K |
| Root Financial Partners, LLC | 0.08% | Add +2.0% | 5,202 | $333K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | New | 5,180 | $332K |
| Hardy Reed LLC | 0.03% | No change | 5,177 | $331K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 5,129 | $328K |
| SVB Wealth LLC | 0.01% | No change | 5,128 | $328K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +52.6% | 5,090 | $326K |
| Santori & Peters, Inc. | 0.14% | Reduce -1.6% | 4,984 | $319K |
| RCS Financial Planning, LLC | 0.19% | New | 4,976 | $318K |
| Private Client Services, LLC | 0.20% | Add +0.3% | 4,968 | $318K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -2.1% | 4,957 | $317K |
| Inspirion Wealth Advisors, LLC | 0.05% | Add +0.1% | 4,954 | $317K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 4,875 | $312K |
| Thrive Capital Management, LLC | 0.14% | New | 4,869 | $312K |
| Fulton Bank, N.A. | 0.01% | New | 4,858 | $311K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | No change | 4,804 | $307K |
| American Financial Advisors, LLC | 0.04% | New | 4,771 | $305K |
| New Wave Wealth Advisors LLC | 0.16% | — | 4,753 | $304K |
| Fiducient Advisors LLC | 0.04% | No change | 4,690 | $300K |
| Mather Group, Llc. | 0.00% | Add +55.0% | 4,868 | $300K |
| Wealthquest Corp | 0.03% | Add +0.3% | 4,680 | $300K |
| Lion Street Advisors, LLC | 0.11% | New | 4,647 | $297K |
| D.A. Davidson & Co. | 0.00% | Reduce -16.9% | 4,639 | $297K |
| Inspire Advisors, LLC | 0.04% | Add +3.2% | 4,628 | $296K |
| Silverlake Wealth Management LLC | 0.12% | Reduce -16.7% | 4,582 | $293K |
| Impact Partnership Wealth, LLC | 0.08% | Add +81.3% | 4,552 | $291K |
| Balefire, LLC | 0.10% | Add +40.7% | 4,524 | $290K |
| Realta Investment Advisors | 0.06% | Add +261.9% | 4,469 | $286K |
| Sei Investments Co. | 0.00% | Reduce -2.9% | 4,412 | $282K |
| TFB Advisors LLC | 0.09% | Reduce -16.7% | 4,403 | $282K |
| SageView Advisory Group, LLC | 0.02% | Reduce -99.4% | 4,377 | $280K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +97.7% | 4,329 | $277K |
| Caitlin John, LLC | 0.20% | Add +15.7% | 4,301 | $275K |
| Plan Group Financial, LLC | 0.17% | Add +3.4% | 4,275 | $274K |
| Oakworth Capital, Inc. | 0.02% | Add +2384.9% | 4,274 | $274K |
| Shotwell Rutter Baer Inc | 0.24% | New | 4,183 | $273K |
| Financial Gravity Asset Management, Inc. | 0.07% | New | 4,252 | $272K |
| Argent Trust Co | 0.01% | No change | 4,209 | $269K |
| FF Advisors,LLC | 0.19% | No change | 4,208 | $269K |
| Pineridge Advisors LLC | 0.09% | Reduce -5.0% | 4,191 | $268K |
| ProVise Management Group, LLC | 0.02% | Reduce -5.4% | 4,184 | $268K |
| Total Clarity Wealth Management, Inc. | 0.09% | Reduce -7.2% | 4,156 | $266K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.5% | 4,131 | $264K |
| Freedom Day Solutions, LLC | 0.09% | No change | 4,118 | $264K |
| Verus Capital Partners, LLC | 0.03% | Reduce -1.2% | 4,107 | $263K |
| Rothschild Wealth LLC | 0.08% | No change | 4,081 | $261K |
| Bernardo Wealth Planning LLC | 0.07% | Add +14.0% | 4,058 | $260K |
| Cerro Pacific Wealth Advisors LLC | 0.10% | — | 4,049 | $259K |
| Fusion Family Wealth, LLC | 0.03% | No change | 4,023 | $257K |
| AFS Financial Group, LLC | 3.43% | Reduce -36.6% | 4,007 | $256K |
| Romano Brothers and Company | 0.04% | No change | 4,000 | $256K |
| Gsa Capital Partners LLP | 0.02% | New | 4,005 | $256K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.6% | 3,917 | $256K |
| Xcel Wealth Management, LLC | 0.08% | No change | 3,967 | $254K |
| StoneX Group Inc. | 0.02% | New | 3,952 | $253K |
| Harbor Advisory Corp. | 0.09% | No change | 3,936 | $252K |
| Bright Futures Wealth Management, LLC. | 0.14% | Add +1.4% | 4,012 | $252K |
| Sandy Spring Bank | 0.01% | Reduce -0.9% | 3,904 | $250K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.2% | 3,880 | $248K |
| New Republic Capital, LLC | 0.12% | Reduce -14.6% | 3,873 | $248K |
| Patten Group, Inc. | 0.06% | Add +13.6% | 3,829 | $245K |
| Prosperity Wealth Management, Inc. | 0.12% | No change | 3,808 | $244K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 3,808 | $244K |
| Meeder Advisory Services, Inc. | 0.02% | New | 3,796 | $243K |
| Meridian Wealth Advisors, LLC | 0.04% | New | 3,773 | $241K |
| Lido Advisors, LLC | 0.00% | Reduce -29.5% | 3,761 | $241K |
| BCGM Wealth Management, LLC | 0.08% | Add +0.9% | 3,735 | $239K |
| Advisors Capital Management, LLC | 0.00% | New | 3,729 | $239K |
| Affiance Financial, LLC | 0.06% | No change | 3,702 | $237K |
| Claris Advisors, LLC / Mo / | 0.12% | Reduce -24.6% | 3,701 | $237K |
| Signaturefd, LLC | 0.00% | Add +66.0% | 3,689 | $236K |
| SMART Wealth LLC | 0.10% | Reduce -11.2% | 3,687 | $236K |
| Vestia Personal Wealth Advisors | 0.25% | — | 3,664 | $235K |
| Beacon Bridge Wealth Partners, LLC | 0.11% | Reduce -16.4% | 3,646 | $233K |
| Carmichael Hill & Associates, Inc. | 0.09% | Add +4.6% | 3,604 | $231K |
| Lantern Wealth Advisors, LLC | 0.17% | New | 3,589 | $230K |
| Main Street Financial Solutions, LLC | 0.02% | New | 3,571 | $229K |
| Frisch Financial Group, Inc. | 0.07% | Add +0.3% | 3,558 | $228K |
| Wealth Alliance, LLC | 0.03% | Add +8.3% | 3,556 | $228K |
| Invesco Ltd. | 0.00% | Reduce -8.9% | 3,542 | $227K |
| Regal Investment Advisors LLC | 0.01% | Reduce -45.7% | 3,531 | $226K |
| Napatree Capital LLC | 0.18% | No change | 3,523 | $225K |
| International Assets Investment Management, LLC | 0.02% | New | 3,504 | $224K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,496 | $224K |
| Cibc World Market Inc. | 0.00% | Add +0.5% | 3,503 | $224K |
| Orion Capital Management LLC | 0.12% | Reduce -0.4% | 3,491 | $223K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 3,976 | $222K |
| Certified Advisory Corp | 0.03% | New | 3,465 | $222K |
| Mid-American Wealth Advisory Group, Inc. | 0.14% | New | 3,463 | $222K |
| Linscomb Wealth, Inc. | 0.01% | No change | 3,318 | $212K |
| Strategic Wealth Investment Group, LLC | 0.03% | — | 3,308 | $212K |
| Main Line Retirement Advisors, LLC | 0.16% | Add +0.3% | 3,310 | $212K |
| Councilor Wealth, LLC | 0.11% | New | 3,226 | $206K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -3.8% | 3,196 | $205K |
| Southland Equity Partners LLC | 0.06% | New | 3,168 | $203K |
| DGS Capital Management, LLC | 0.06% | New | 3,152 | $202K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 3,109 | $199K |
| Transcendent Capital Group LLC | 0.11% | Add +2.2% | 3,061 | $196K |
| M&R Capital Management Inc. | 0.05% | Add +45.6% | 3,032 | $194K |
| ICA Group Wealth Management, LLC | 0.11% | Reduce -79.8% | 2,855 | $183K |
| Motco | 0.01% | New | 2,849 | $182K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.4% | 2,783 | $178K |
| Provident Wealth Management, LLC | 0.06% | No change | 2,691 | $172K |
| Breakwater Investment Management | 0.08% | No change | 2,672 | $171K |
| Phillips Financial Management, LLC | 0.01% | Add +31.2% | 2,656 | $170K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -15.6% | 2,633 | $169K |
| Castleview Partners, LLC | 0.09% | Reduce -0.8% | 2,558 | $164K |
| Arcadia Investment Management Corp. | 0.03% | Reduce -16.4% | 2,550 | $163K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,503 | $161K |
| Partnership Wealth Management, LLC | 0.12% | New | 2,500 | $160K |
| Family Firm, Inc. | 0.03% | New | 2,365 | $151K |
| Glenmede Trust Co. NA | 0.00% | Add +22.8% | 2,352 | $151K |
| NFSG Corp | 0.06% | Add +25.6% | 2,350 | $150K |
| Widmann Financial Services, Inc. | 0.12% | New | 2,346 | $150K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -45.5% | 2,432 | $148K |
| Glassman Wealth Services | 0.03% | No change | 2,207 | $141K |
| Winthrop Capital Management, LLC | 0.07% | Reduce -8.3% | 2,172 | $139K |
| Highline Wealth Partners LLC | 0.05% | No change | 2,122 | $136K |
| PrairieView Partners, LLC | 0.01% | Add +13.0% | 2,047 | $131K |
| Rothschild Investment LLC | 0.01% | New | 2,001 | $128K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,000 | $128K |
| Dagco, Inc. | 0.05% | Reduce -1.7% | 1,834 | $117K |
| Financial Connections Group, Inc. | 0.06% | Reduce -0.1% | 1,810 | $115K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -44.9% | 1,700 | $109K |
| Sachetta, LLC | 0.04% | Add +82.9% | 1,624 | $104K |
| Kelly Financial Services LLC | 0.04% | Reduce -8.4% | 1,537 | $98K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,300 | $83K |
| Paladin Advisory Group, LLC | 0.06% | Add +1.5% | 1,235 | $79K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,119 | $72K |
| Ancora Advisors LLC | 0.00% | No change | 1,123 | $72K |
| Tyler-Stone Wealth Management | 0.03% | No change | 1,051 | $67K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -10.1% | 958 | $61K |
| Winch Advisory Services, LLC | 0.02% | Reduce -2.1% | 928 | $59K |
| Salomon & Ludwin, LLC | 0.01% | No change | 925 | $59K |
| Smithfield Trust Co | 0.00% | No change | 925 | $59K |
| Ballast Advisors LLC | 0.02% | No change | 884 | $57K |
| Rakuten Securities, Inc. | 0.02% | Add +108.3% | 850 | $54K |
| Ashton Thomas Securities, LLC | 0.01% | — | 781 | $51K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 790 | $51K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 765 | $49K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -0.3% | 745 | $48K |
| Arax Advisory Partners | 0.00% | Reduce -10.4% | 724 | $46K |
| Sound Income Strategies, LLC | 0.00% | Reduce -58.1% | 714 | $46K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.3% | 704 | $45K |
| Advisor Resource Council | 0.06% | Reduce -34.2% | 13,187 | $44K |
| NBT Bank, N.A. | 0.00% | Reduce -12.5% | 678 | $43K |
| Beacon Capital Management, LLC | 0.01% | No change | 670 | $43K |
| ESL Trust Services, LLC | 0.01% | No change | 643 | $41K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 641 | $41K |
| ORG Partners LLC | 0.01% | New | 633 | $41K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -60.8% | 632 | $40K |
| Venturi Wealth Management, LLC | 0.00% | No change | 620 | $40K |
| Colonial Trust Co / SC | 0.01% | No change | 581 | $37K |
| Wolff Wiese Magana LLC | 0.03% | No change | 563 | $36K |
| Frazier Financial Advisors, LLC | 0.03% | Add +4208.3% | 517 | $33K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 500 | $32K |
| Webster Bank, N. A. | 0.00% | New | 500 | $32K |
| Barclays PLC | 0.00% | No change | 500 | $32K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 469 | $30K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 429 | $27K |
| Amundi | 0.00% | No change | 396 | $26K |
| Ruedi Wealth Management, Inc. | 0.01% | Add +16.2% | 395 | $25K |
| Toth Financial Advisory Corp. | 0.00% | No change | 394 | $25K |
| Russell Investments Group, Ltd. | 0.00% | New | 324 | $21K |
| Horizon Financial Services, LLC | 0.01% | No change | 321 | $21K |
| Bray Capital Advisors | 0.00% | No change | 290 | $19K |
| Tucker Asset Management LLC | 0.00% | No change | 266 | $17K |
| Atlantic Private Wealth, LLC | 0.01% | Add +0.4% | 265 | $17K |
| Chilton Capital Management LLC | 0.00% | Reduce -53.5% | 262 | $17K |
| Parallel Advisors, LLC | 0.00% | Add +20.8% | 250 | $16K |
| FPC Investment Advisory, Inc. | 0.01% | New | 210 | $14K |
| Kozak & Associates, Inc. | 0.00% | New | 195 | $13K |
| CVA Family Office, LLC | 0.00% | Reduce -18.4% | 190 | $12K |
| Evensky & Katz LLC | 0.00% | Reduce -58.0% | 185 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +0.6% | 182 | $12K |
| AllSquare Wealth Management LLC | 0.01% | No change | 160 | $10K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -61.6% | 153 | $10K |
| Nemes Rush Group LLC | 0.00% | Add +233.3% | 150 | $10K |
| Ironwood Wealth Management, LLC. | 0.00% | New | 145 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 140 | $9K |
| SouthState Bank Corp | 0.00% | New | 139 | $9K |
| Abich Financial Wealth Management LLC | 0.01% | New | 136 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -12.5% | 133 | $9K |
| Painted Porch Advisors LLC | 0.00% | New | 126 | $8K |
| Providence Capital Advisors, LLC | 0.00% | No change | 125 | $8K |
| Penserra Capital Management LLC | 0.00% | Reduce -2.4% | 123 | $8K |
| Chesapeake Asset Management LLC | 0.01% | New | 117 | $7K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -11.2% | 111 | $7K |
| Horizon Bancorp Inc. | 0.00% | Reduce -43.9% | 110 | $7K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 78 | $5K |
| Hobbs Group Advisors, LLC | 0.00% | — | 71 | $5K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 68 | $4K |
| Element Wealth, LLC | 0.00% | No change | 65 | $4K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 65 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | New | 56 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 43 | $3K |
| Bfsg, LLC | 0.00% | No change | 40 | $3K |
| Avion Wealth | 0.00% | New | 46 | $2K |
| Benjamin Edwards Inc. | 0.00% | New | 31 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $2K |
| Davis Capital Management | 0.00% | No change | 21 | $1K |
| Creekmur Asset Management LLC | 0.00% | Add +31.3% | 21 | $1K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 20 | $1K |
| Narwhal Capital Management | 0.00% | New | 14 | $896 |
| Manchester Capital Management LLC | 0.00% | No change | 10 | $647 |
| Optimum Investment Advisors | 0.00% | No change | 10 | $640 |
| Versant Capital Management, Inc | 0.00% | No change | 9 | $595 |
| Howe & Rusling Inc. | 0.00% | New | 8 | $514 |
| Princeton Global Asset Management LLC | 0.00% | No change | 6 | $384 |
| Montag A & Associates Inc. | 0.00% | New | 6 | $384 |
| Albion Financial Group | 0.00% | New | 5 | $320 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 3 | $192 |
| HHM Wealth Advisors, LLC | 0.00% | Add +200.0% | 3 | $192 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 2 | $123 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $64 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $64 |
| Tsfg, LLC | 0.00% | No change | 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.