Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q3 2024 (September 30)1,096holders +42
88new positions
57sold out
5famous investors
$67.45avg. 13F price*
At the end of Q3 2024, 1,096 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 42 from Q2 2024. 88 opened new positions and 57 sold out. The largest holders were Betterment LLC ($3.3B), LPL Financial LLC ($2.4B) and Creative Planning ($2.0B). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ste STR SPDR PT S&P 500 ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $263.1M |
| Exits | 57 | $180.5M |
All 13F filers, Q2 2024 → Q3 2024: 58,688,599 shares bought and 17,509,627 shares sold, net +41,178,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,096 holders
| Betterment LLC | 7.91% | Add +14.9% | 49,087,696 | $3.3B |
| LPL Financial LLC | 1.07% | Add +10.9% | 35,629,703 | $2.4B |
| Creative Planning | 1.97% | Add +3.2% | 29,491,836 | $2.0B |
| Invesco Ltd. | 0.17% | Add +372965.3% | 13,213,972 | $892.1M |
| Advance Capital Management, Inc. | 37.52% | Reduce -7.5% | 12,546,769 | $847.0M |
| Envestnet Asset Management Inc. | 0.25% | Add +9.8% | 11,289,218 | $762.1M |
| Allianz Asset Management GmbH | 1.13% | Add +99.3% | 10,761,852 | $726.5M |
| JPMorgan Chase & Co. | 0.06% | Reduce -5.9% | 10,646,264 | $718.7M |
| Morgan Stanley | 0.05% | Add +1.0% | 9,505,715 | $641.7M |
| Bank of America Corp. | 0.05% | Reduce -2.8% | 8,502,630 | $574.0M |
| Osaic Holdings, Inc. | 1.19% | Add +3.1% | 7,796,356 | $526.4M |
| Sumitomo Life Insurance Co. | 10.13% | Add +50.1% | 7,642,600 | $516.0M |
| OneDigital Investment Advisors LLC | 5.83% | Reduce -5.5% | 7,559,504 | $510.3M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 4.59% | Add +154.4% | 7,555,000 | $510.0M |
| Cwm, LLC | 2.10% | Add +8.2% | 7,213,673 | $487.0M |
| Clark Capital Management Group, Inc. | 2.97% | Add +4.8% | 6,426,653 | $433.9M |
| Financial Engines Advisors L.L.C. | 0.70% | Reduce -0.4% | 4,995,089 | $337.2M |
| Stadion Money Management, LLC | 24.23% | Add +1.9% | 4,757,702 | $321.2M |
| Advocacy Wealth Management, LLC | 25.21% | Reduce -5.9% | 4,757,615 | $321.2M |
| 1900 Wealth Management LLC | 25.99% | Add +8.3% | 4,490,307 | $303.1M |
| Manufacturers Life Insurance Company, The | 0.24% | Add +2.5% | 3,962,906 | $267.5M |
| Ameriprise Financial Inc. | 0.07% | Add +7.2% | 3,918,030 | $264.6M |
| Private Advisor Group, LLC | 1.63% | Add +2.2% | 3,885,583 | $262.3M |
| Capital Analysts, LLC | 9.72% | Add +14.6% | 3,531,095 | $238.4M |
| GM Advisory Group, LLC | 14.04% | Add +2.8% | 3,470,187 | $234.3M |
| Assetmark, Inc. | 0.67% | Add +2.9% | 3,445,278 | $232.6M |
| Wealthcare Advisory Partners LLC | 6.53% | Add +1.9% | 3,395,037 | $229.2M |
| Gradient Investments LLC | 4.63% | Add +1.6% | 3,294,615 | $222.4M |
| TD Private Client Wealth LLC | 6.22% | Add +13.3% | 3,205,369 | $216.4M |
| Raymond James Financial Services Advisors, Inc. | 0.24% | Reduce -1.4% | 2,688,106 | $181.5M |
| Wells Fargo & Company | 0.04% | Reduce -8.4% | 2,561,811 | $172.9M |
| AE Wealth Management LLC | 1.51% | Reduce -0.7% | 2,462,694 | $166.3M |
| Peterson Wealth Advisors, LLC | 30.64% | Add +2.2% | 2,401,889 | $162.2M |
| Mariner, LLC | 0.29% | Reduce -3.9% | 2,388,059 | $161.2M |
| Cetera Investment Advisers | 0.35% | Add +3.7% | 2,373,705 | $160.2M |
| Global Retirement Partners, LLC | 4.58% | Add +8.5% | 2,244,520 | $151.5M |
| HighTower Advisors, LLC | 0.22% | Add +14.9% | 2,224,545 | $150.2M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +534.8% | 2,094,276 | $141.4M |
| Tennessee Valley Asset Management Partners | 21.37% | Add +3.5% | 1,912,868 | $129.1M |
| Austin Private Wealth, LLC | 12.23% | Reduce -1.2% | 1,839,703 | $124.2M |
| NewEdge Advisors, LLC | 0.76% | Add +4.3% | 1,736,502 | $117.2M |
| Sand Hill Global Advisors, LLC | 4.71% | Add +1.7% | 1,654,420 | $111.7M |
| AlphaStar Capital Management, LLC | 8.84% | Add +8.7% | 1,648,823 | $111.3M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Reduce -12.9% | 1,639,393 | $110.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +4.5% | 1,550,256 | $104.7M |
| Taiyo Life Insurance Co. | 8.27% | No change | 1,545,500 | $104.3M |
| Integrated Wealth Concepts LLC | 1.26% | Reduce -19.6% | 1,533,212 | $103.5M |
| Good Life Advisors, LLC | 6.33% | Add +4.2% | 1,522,186 | $102.8M |
| Agur Provident & Training Funds Management Ltd. | 30.05% | Add +2.7% | 1,671,694 | $98.7M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -5.0% | 1,426,354 | $96.3M |
| MML Investors Services, LLC | 0.34% | Add +5.3% | 1,398,385 | $94.4M |
| Alera Investment Advisors, LLC | 10.57% | Reduce -11.6% | 1,333,607 | $90.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.64% | Reduce -1.0% | 1,329,278 | $89.7M |
| Two Sigma Investments, LP | 0.21% | Reduce -39.1% | 1,300,400 | $87.8M |
| KWB Wealth | 11.34% | Add +1.0% | 1,359,291 | $87.0M |
| Raymond James & Associates | 0.05% | Add +7.0% | 1,279,239 | $86.4M |
| Standpoint Asset Management, LLC | 16.36% | Add +12.9% | 1,279,200 | $86.4M |
| Aptus Capital Advisors, LLC | 1.31% | Add +11.8% | 1,277,190 | $86.2M |
| Stratos Wealth Partners, LTD. | 1.25% | Reduce -8.6% | 1,267,963 | $85.6M |
| State Street Corp. | 0.00% | Add +61.5% | 1,264,596 | $85.4M |
| N.E.W. Advisory Services LLC | 8.24% | Reduce -0.3% | 1,237,825 | $83.6M |
| Horizon Wealth Management, LLC | 16.37% | Reduce -14.1% | 1,214,781 | $82.0M |
| UNIVEST FINANCIAL Corp | 5.32% | New | 1,196,615 | $80.8M |
| RiverFront Investment Group, LLC | 1.90% | Add +2.5% | 1,194,343 | $80.6M |
| CFS Investment Advisory Services, LLC | 6.26% | Reduce -11.0% | 1,103,130 | $74.5M |
| Compass Ion Advisors, LLC | 9.08% | Add +2.9% | 1,098,899 | $74.2M |
| Natixis Advisors, LLC | 0.14% | Reduce -42.7% | 1,058,661 | $71.5M |
| Savant Capital, LLC | 0.58% | Reduce -19.6% | 1,037,148 | $70.0M |
| UBS Group AG | 0.02% | Add +13.6% | 1,036,027 | $69.9M |
| Intrua Financial, LLC | 11.34% | Add +3.3% | 1,033,135 | $69.7M |
| Royal Bank of Canada | 0.01% | Add +7.2% | 1,000,308 | $67.5M |
| Badgley Phelps Wealth Managers, LLC | 1.56% | Add +1.3% | 996,539 | $67.3M |
| AdvisorNet Financial, Inc | 4.99% | Add +168.8% | 988,265 | $66.7M |
| Kestra Advisory Services, LLC | 0.37% | Reduce -1.9% | 987,510 | $66.7M |
| Americana Partners, LLC | 4.47% | Add +59.4% | 970,743 | $65.5M |
| Armstrong Advisory Group, Inc. | 5.40% | Reduce -0.9% | 966,319 | $65.2M |
| Allen Capital Group, LLC | 8.08% | Add +1.5% | 943,665 | $63.7M |
| Commonwealth Equity Services, LLC | 0.09% | Add +7.9% | 918,289 | $62.0M |
| Brookstone Capital Management | 0.91% | Reduce -6.4% | 909,890 | $61.4M |
| Security Financial Services, INC. | 12.47% | Reduce -8.9% | 906,988 | $61.2M |
| Detalus Advisors, LLC | 19.90% | Reduce -5.9% | 886,901 | $59.9M |
| O'Dell Group, LLC | 13.24% | Add +4.8% | 883,953 | $59.7M |
| New Perspectives, Inc | 31.77% | Reduce -0.1% | 883,496 | $59.6M |
| Brown Financial Advisory | 42.16% | Add +2.2% | 882,589 | $59.6M |
| Sterling Group Wealth Management, LLC | 31.24% | Add +6.3% | 872,699 | $58.9M |
| One Wealth Advisors, LLC | 8.86% | Reduce -9.1% | 855,530 | $57.8M |
| 49 Wealth Management, LLC | 9.32% | Add +574.7% | 847,450 | $57.2M |
| Avidian Wealth Enterprises, LLC | 2.55% | Reduce -11.5% | 831,640 | $56.1M |
| Horst & Graben Wealth Management LLC | 9.95% | Reduce -10.5% | 821,403 | $55.5M |
| Spinnaker Trust | 3.32% | Add +72.1% | 797,556 | $53.8M |
| Auour Investments LLC | 19.05% | Add +1.4% | 779,254 | $53.3M |
| IHT Wealth Management, LLC | 1.51% | Reduce -2.9% | 789,976 | $53.3M |
| Two Sigma Advisers, LP | 0.12% | Reduce -56.7% | 786,800 | $53.1M |
| Wealthspire Advisors, LLC | 0.54% | Reduce -3.0% | 785,980 | $53.1M |
| Vestmark Advisory Solutions, Inc. | 1.93% | Add +18.4% | 768,982 | $51.9M |
| Great Valley Advisor Group, Inc. | 1.27% | Add +0.7% | 765,387 | $51.7M |
| Dynamic Advisor Solutions LLC | 1.54% | Add +0.4% | 759,370 | $51.3M |
| O'Brien Wealth Partners LLC | 10.00% | Reduce -29.1% | 755,162 | $51.0M |
| Park Avenue Securities LLC | 0.57% | Add +1.3% | 745,032 | $50.3M |
| Denver Wealth Management, Inc. | 23.22% | Add +3.4% | 743,085 | $50.2M |
| Physician Wealth Advisors, Inc. | 8.83% | Reduce -5.7% | 717,989 | $49.0M |
| ODonnell Financial Services, LLC | 19.78% | Add +1.9% | 720,927 | $48.7M |
| Private Wealth Group, LLC | 24.30% | Reduce -4.2% | 719,923 | $48.6M |
| IAG Wealth Partners, LLC | 8.98% | Reduce -0.2% | 719,253 | $48.6M |
| Principal Securities, Inc. | 1.16% | Add +11.8% | 707,417 | $47.8M |
| Eagle Strategies LLC | 8.43% | Add +3.9% | 691,526 | $46.7M |
| Ascent Group, LLC | 3.51% | Add +0.2% | 686,907 | $46.4M |
| Priebe Wealth Holdings LLC | 33.42% | Add +6.8% | 679,653 | $45.9M |
| Harbour Investments, Inc. | 1.37% | Add +9.2% | 675,498 | $45.6M |
| CCG Wealth Management, LLC | 25.32% | Add +1.8% | 670,041 | $45.2M |
| Daido Life Insurance Co. | 6.02% | No change | 669,441 | $45.2M |
| Merit Financial Group, LLC | 1.00% | Add +7.5% | 662,575 | $44.7M |
| Revere Asset Management, Inc | 35.61% | Add +50.2% | 660,927 | $44.6M |
| Kickstand Ventures, Llc. | 11.30% | Reduce -8.9% | 656,202 | $44.3M |
| Leading Edge Financial Planning LLC | 14.84% | Add +13.1% | 656,153 | $44.3M |
| Snowden Capital Advisors LLC | 1.32% | Reduce -0.4% | 649,162 | $43.8M |
| North Star Asset Management Inc. | 1.97% | Add +6.2% | 648,900 | $43.8M |
| Clear Creek Financial Management, LLC | 4.81% | Reduce -20.4% | 628,775 | $42.4M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -3.0% | 625,764 | $42.2M |
| Keystone Financial Group | 5.32% | New | 612,367 | $41.3M |
| Sequoia Financial Advisors, LLC | 0.44% | Reduce -1.1% | 610,755 | $41.2M |
| HM Payson & Co. | 0.70% | Add +339.1% | 603,828 | $40.8M |
| Sanctuary Advisors, LLC | 0.26% | Reduce -24.2% | 579,090 | $40.6M |
| Penobscot Wealth Management | 21.90% | Add +3.4% | 600,684 | $40.6M |
| Cahaba Wealth Management, Inc. | 3.30% | Reduce -0.8% | 591,569 | $39.9M |
| Davidson Capital Management Inc. | 11.40% | Reduce -19.0% | 585,760 | $39.5M |
| Louisiana State Employees Retirement System | 0.70% | Add +21.6% | 564,800 | $38.1M |
| Strategic Financial Partners, Ltd. | 19.24% | Add +29.3% | 558,382 | $37.7M |
| Maia Wealth LLC | 9.27% | Reduce -3.8% | 550,703 | $37.5M |
| Market Street Wealth Management Advisors LLC | 6.08% | Add +0.5% | 547,897 | $37.0M |
| CreativeOne Wealth, LLC | 1.26% | Add +4.2% | 547,396 | $37.0M |
| Flagship Harbor Advisors, LLC | 2.01% | Add +12.5% | 543,400 | $36.7M |
| Cornerstone Wealth Management, LLC | 2.55% | Add +1.3% | 535,864 | $36.2M |
| IFP Advisors, Inc | 1.29% | Add +17.1% | 530,689 | $35.8M |
| Gladstone Institutional Advisory LLC | 1.74% | Reduce -17.1% | 528,340 | $35.7M |
| Buttonwood Financial Group, LLC | 21.39% | Add +38.3% | 528,039 | $35.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.16% | Add +444.6% | 530,098 | $35.6M |
| US Bancorp \de | 0.04% | Add +2.7% | 512,526 | $34.6M |
| First Heartland Consultants, Inc. | 3.63% | Add +1.7% | 500,657 | $33.8M |
| PSI Advisors, LLC | 9.88% | Reduce -0.3% | 499,850 | $33.7M |
| Western Wealth Management, LLC | 1.92% | Add +12.0% | 497,392 | $33.6M |
| SOL Capital Management CO | 3.69% | Add +7.4% | 492,550 | $33.3M |
| Moneta Group Investment Advisors LLC | 0.48% | Reduce -5.3% | 486,802 | $32.9M |
| Vertex Planning Partners, LLC | 7.78% | Reduce -3.5% | 481,778 | $32.5M |
| One Day In July LLC | 3.63% | Add +52.0% | 477,573 | $32.2M |
| Client 1ST Advisory Group, LLC | 12.75% | Add +1.8% | 475,451 | $32.1M |
| Keel Point, LLC | 2.62% | Add +0.1% | 465,467 | $31.4M |
| Wealthspire Retirement, LLC | 2.53% | Reduce -18.1% | 462,193 | $31.2M |
| KMG Fiduciary Partners, LLC | 2.66% | Add +42.6% | 457,036 | $30.9M |
| Highland Financial Advisors, LLC | 10.95% | Add +3.1% | 456,137 | $30.8M |
| Scarborough Advisors, LLC | 4.93% | Add +136.7% | 452,175 | $30.5M |
| Crown Wealth Group, LLC | 13.26% | Add +3.4% | 451,777 | $30.5M |
| Goodman Advisory Group, LLC | 8.70% | Add +0.1% | 451,292 | $30.5M |
| Fifth Third Bancorp | 0.11% | Add +9.2% | 450,510 | $30.4M |
| Sugarloaf Wealth Management, LLC | 5.10% | Add +1.4% | 449,192 | $30.3M |
| TSA Wealth Managment LLC | 11.97% | Reduce -12.1% | 440,048 | $29.7M |
| Nottingham Advisors, Inc. | 3.28% | Reduce -20.2% | 439,852 | $29.7M |
| Lloyd Advisory Services, LLC. | 14.34% | Reduce -1.3% | 439,529 | $29.7M |
| West Wealth Group, LLC | 9.53% | Reduce -12.4% | 435,695 | $29.4M |
| Eldridge Investment Advisors, Inc. | 6.88% | Add +13.8% | 433,891 | $29.3M |
| Executive Wealth Management, LLC | 2.21% | Reduce -3.1% | 417,048 | $28.2M |
| Walkner Condon Financial Advisors LLC | 5.63% | Add +10.2% | 408,367 | $27.6M |
| Bank Hapoalim BM | 4.35% | Reduce -16.6% | 406,000 | $27.4M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -0.1% | 400,747 | $27.1M |
| Summit Financial Wealth Advisors, LLC | 5.04% | New | 398,372 | $26.9M |
| Larson Financial Group LLC | 1.52% | Add +9.6% | 396,269 | $26.8M |
| Financial Insights, Inc. | 8.57% | Reduce -18.7% | 389,727 | $26.3M |
| Clarus Group, Inc. | 10.97% | Add +2.1% | 384,962 | $26.0M |
| Forthright Family Wealth Advisory LLC | 16.64% | Reduce -47.9% | 362,265 | $25.9M |
| Montz Harcus Wealth Management LLC | 15.13% | Add +12.4% | 383,474 | $25.9M |
| Equitable Holdings, Inc. | 0.25% | Add +35.4% | 382,994 | $25.9M |
| Retirement Income Solutions, Inc. | 5.90% | Add +0.4% | 382,806 | $25.8M |
| Principal Financial Group Inc. | 0.01% | Add +3.3% | 382,328 | $25.8M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -8.9% | 373,523 | $25.2M |
| WCG Wealth Advisors LLC | 1.67% | Reduce -22.7% | 366,122 | $24.7M |
| Knightsbridge Asset Management, LLC | 5.56% | Add +1.6% | 362,669 | $24.5M |
| RFG Advisory, LLC | 0.74% | Reduce -38.7% | 360,319 | $24.3M |
| Prudential Financial Inc. | 0.03% | Add +17.2% | 358,962 | $24.2M |
| Procyon Advisors, LLC | 1.66% | Add +5.7% | 356,715 | $24.1M |
| Investment Planning Advisors, Inc. | 12.08% | No change | 369,935 | $23.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +4.4% | 348,800 | $23.5M |
| Wealth Advisors of Iowa, LLC | 11.49% | New | 334,362 | $22.6M |
| Legacy Advisory Services, LLC | 19.27% | Add +1.3% | 332,201 | $22.4M |
| CSM Advisors, LLC | 1.46% | Reduce -2.3% | 329,919 | $22.3M |
| Level Four Advisory Services, LLC | 0.93% | Reduce -3.4% | 330,642 | $22.1M |
| Focus Financial Network, Inc. | 0.90% | Reduce -11.4% | 326,344 | $22.0M |
| Steele Capital Management, Inc. | 1.14% | Reduce -0.8% | 321,888 | $21.7M |
| WBH Advisory Inc. | 2.05% | Reduce -0.3% | 320,933 | $21.7M |
| Cary Street Partners Investment Advisory LLC | 0.79% | Add +19.0% | 319,967 | $21.6M |
| Copperwynd Financial, LLC | 6.43% | New | 316,533 | $21.4M |
| MIdWestOne Financial Group, Inc. | 2.92% | Add +476.1% | 313,349 | $21.2M |
| Astor Investment Management LLC | 10.07% | Reduce -9.2% | 311,649 | $21.0M |
| IFG Advisory, LLC | 1.33% | Reduce -17.2% | 309,490 | $20.9M |
| Ausdal Financial Partners, Inc. | 2.17% | Add +0.6% | 308,615 | $20.8M |
| Cypress Wealth Services, LLC | 4.30% | Reduce -2.9% | 308,221 | $20.8M |
| Signal Advisors Wealth, LLC | 2.94% | Add +2072.5% | 304,581 | $20.6M |
| American Century Companies Inc. | 0.01% | Reduce -7.4% | 301,100 | $20.3M |
| Retirement Financial Solutions, LLC | 8.89% | Reduce -0.8% | 300,655 | $20.3M |
| Cornerstone Advisors Asset Management, LLC | 4.47% | Add +63.9% | 299,858 | $20.2M |
| SPC Financial, Inc. | 1.77% | Reduce -0.7% | 298,141 | $20.1M |
| Rational Advisors, Inc. | 1.93% | Reduce -6.1% | 288,605 | $19.5M |
| Leo Wealth, LLC | 1.76% | Add +1.7% | 285,810 | $19.3M |
| Atria Investments, Inc | 0.24% | Reduce -1.4% | 285,382 | $19.3M |
| Leslie Global Wealth, LLC | 9.36% | Add +6.7% | 285,232 | $19.3M |
| Mayflower Financial Advisors, LLC | 2.89% | Reduce -2.4% | 283,819 | $19.2M |
| Windsor Capital Management, LLC | 5.55% | Reduce -3.6% | 283,037 | $19.1M |
| Core Wealth Advisors, Inc. | 6.09% | Reduce -0.8% | 281,120 | $19.0M |
| Geneos Wealth Management Inc. | 0.72% | Add +7.2% | 279,979 | $18.9M |
| Strategic Blueprint, LLC | 1.17% | Reduce -8.2% | 279,069 | $18.8M |
| Spectrum Planning & Advisory Services Inc. | 17.86% | Reduce -1.6% | 275,244 | $18.6M |
| Arrien Investments, Inc. | 13.41% | Reduce -1.3% | 275,204 | $18.6M |
| Advisor OS, LLC | 1.82% | Add +8.5% | 271,220 | $18.3M |
| Stifel Financial Corp. | 0.02% | Add +2.9% | 269,785 | $18.2M |
| Waverly Advisors, LLC | 0.34% | Reduce -1.6% | 269,525 | $18.2M |
| Carnegie Investment Counsel | 0.54% | Add +1.0% | 269,446 | $18.2M |
| Wealth Advisory Solutions, LLC | 4.96% | Add +1.9% | 267,164 | $18.0M |
| Debussy Capital Management LP | 5.19% | Reduce -19.9% | 264,726 | $17.9M |
| Gen-Wealth Partners Inc | 7.64% | Add +0.8% | 256,326 | $17.5M |
| Independent Financial Group, LLC | 0.63% | Add +17.0% | 253,927 | $17.1M |
| Panoramic Investment Advisors, LLC | 11.83% | — | 253,595 | $17.1M |
| Janney Montgomery Scott LLC | 0.05% | Add +0.3% | 251,501 | $17.0M |
| Jackson Wealth Management, LLC | 1.97% | Add +99.5% | 244,266 | $16.5M |
| Tectonic Advisors LLC | 1.08% | Reduce -12.2% | 243,362 | $16.4M |
| Cary Street Partners Asset Management LLC | 2.14% | Add +20.2% | 240,651 | $16.2M |
| HUB Investment Partners, LLC | 0.71% | Add +79.9% | 239,699 | $16.2M |
| Accelerate Investment Advisors LLC | 15.79% | — | 239,546 | $16.2M |
| 9258 Wealth Management, LLC | 2.37% | Reduce -1.5% | 237,883 | $16.1M |
| CoreCap Advisors, LLC | 0.75% | Add +7.2% | 237,361 | $16.0M |
| Rockbridge Investment Management, LCC | 2.06% | New | 235,928 | $15.9M |
| Apeiron RIA LLC | 4.53% | Reduce -10.6% | 233,874 | $15.8M |
| Financial Futures Ltd Liability Co. | 9.03% | Add +3.6% | 233,519 | $15.8M |
| NSI Retail Advisors, LLC | 2.34% | No change | 232,800 | $15.7M |
| Kohmann Bosshard Financial Services, LLC | 1.95% | Reduce -0.0% | 232,140 | $15.7M |
| Tradition Wealth Management, LLC | 1.39% | Reduce -13.5% | 231,547 | $15.6M |
| Corient Private Wealth LP | 0.02% | Add +3.6% | 227,943 | $15.4M |
| S. R. Schill & Associates | 10.89% | Reduce -3.1% | 227,867 | $15.4M |
| Tidemark, LLC | 6.23% | Reduce -19.0% | 224,828 | $15.2M |
| Mutual Advisors, LLC | 0.44% | Reduce -1.4% | 220,143 | $15.0M |
| Prairie Sky Financial Group LLC | 8.53% | Add +6.7% | 222,162 | $15.0M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +0.4% | 219,807 | $14.8M |
| Orion Portfolio Solutions, LLC | 0.15% | Add +0.4% | 219,807 | $14.8M |
| World Investment Advisors | 0.46% | Add +28.8% | 216,607 | $14.6M |
| RBF Capital, LLC | 0.74% | No change | 214,574 | $14.5M |
| TNF LLC | 5.21% | Reduce -2.1% | 212,323 | $14.5M |
| Brown Financial Advisors | 5.90% | Add +5.2% | 212,186 | $14.3M |
| NorthCoast Asset Management LLC | 0.10% | Add +40.1% | 211,258 | $14.2M |
| Endurance Services Ltd | 2.36% | No change | 208,700 | $14.1M |
| Valtinson Bruner Financial Planning LLC | 4.86% | Reduce -0.6% | 206,597 | $13.9M |
| United Asset Strategies, Inc. | 1.29% | Reduce -0.8% | 204,918 | $13.8M |
| Advisory Alpha, LLC | 0.49% | Reduce -0.8% | 202,783 | $13.7M |
| FFG Retirement Advisors LLC | 8.86% | Reduce -21.2% | 201,565 | $13.6M |
| Centric Wealth Management | 3.60% | Reduce -4.0% | 194,729 | $13.5M |
| SkyOak Wealth, LLC | 2.99% | Reduce -0.6% | 200,020 | $13.5M |
| Fifth Third Securities, Inc. | 1.23% | Add +0.3% | 192,810 | $13.0M |
| Investors Research Corp | 2.81% | Add +7.0% | 190,780 | $12.9M |
| GTS Securities LLC | 0.26% | Add +444.9% | 190,325 | $12.8M |
| Municipal Employees' Retirement System of Michigan | 0.17% | Reduce -0.1% | 188,205 | $12.7M |
| Towercrest Capital Management | 1.96% | Reduce -0.1% | 179,789 | $12.1M |
| Marathon Mission, Inc. | 8.33% | Add +5.2% | 177,038 | $12.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 5.74% | Add +27.2% | 174,487 | $11.8M |
| NovaPoint Capital, LLC | 3.61% | Add +10.7% | 172,502 | $11.6M |
| Rehmann Capital Advisory Group | 0.76% | Add +8.7% | 171,414 | $11.6M |
| OMNI 360 Wealth, Inc. | 7.91% | Reduce -0.6% | 170,719 | $11.5M |
| GenWealth Group, Inc. | 2.62% | Add +0.4% | 168,582 | $11.4M |
| Tull Financial Group, Inc. | 6.83% | — | 166,398 | $11.2M |
| Archer Investment Corp | 3.01% | Add +48.3% | 165,969 | $11.2M |
| Axiom Advisory, LLC | 0.10% | Add +2.2% | 168,776 | $11.0M |
| Adams Wealth Management | 2.35% | Add +3.9% | 161,921 | $10.9M |
| CacheTech Inc. | 2.35% | Add +3.9% | 161,921 | $10.9M |
| Tudor Investment Corporation | 0.12% | Add +453.3% | 161,528 | $10.9M |
| McNamara Financial Services, Inc. | 2.15% | Reduce -0.5% | 161,483 | $10.9M |
| Truist Financial Corp. | 0.02% | Reduce -4.7% | 160,708 | $10.8M |
| Waterloo Capital, L.P. | 1.18% | Add +15.2% | 160,613 | $10.8M |
| Luken Investment Analytics, LLC | 4.96% | Add +324.5% | 159,962 | $10.8M |
| Beta Wealth Group, Inc. | 4.86% | Reduce -2.0% | 159,599 | $10.8M |
| Valmark Advisers, Inc. | 0.17% | Add +10.4% | 159,597 | $10.8M |
| Pathstone Holdings, LLC | 0.05% | Add +0.2% | 159,382 | $10.8M |
| Marathon Strategic Advisors, LLC | 11.33% | Add +3.7% | 158,884 | $10.7M |
| Apollon Financial, LLC | 3.11% | Reduce -4.3% | 156,413 | $10.6M |
| Financial Advocates Investment Management | 0.60% | Reduce -0.6% | 156,040 | $10.5M |
| Quadrant Private Wealth Management, LLC | 2.60% | Add +9.4% | 155,664 | $10.5M |
| Howard Bailey Securities, LLC | 3.96% | — | 154,749 | $10.4M |
| Hollencrest Capital Management | 0.43% | Reduce -11.5% | 154,587 | $10.4M |
| Cannon Wealth Management Services, LLC | 9.48% | — | 153,441 | $10.4M |
| Alliance Wealth Management Group | 2.75% | Reduce -0.0% | 153,363 | $10.4M |
| Moneco Advisors, LLC | 1.28% | Add +48.8% | 152,821 | $10.3M |
| Firethorn Wealth Partners, LLC | 5.18% | Reduce -7.6% | 151,092 | $10.2M |
| Maripau Wealth Management LLC | 8.77% | Add +12.2% | 149,951 | $10.1M |
| Capital Advantage, Inc. | 1.94% | Add +25.4% | 149,710 | $10.1M |
| Fortis Group Advisors, LLC | 1.87% | Reduce -32.1% | 149,515 | $10.1M |
| Bull Oak Capital, LLC | 5.78% | Reduce -4.4% | 149,122 | $10.1M |
| Elevated Capital Advisors, LLC | 2.67% | Add +86.3% | 148,961 | $10.1M |
| FSB Premier Wealth Management, Inc. | 4.09% | Add +0.5% | 147,997 | $10.0M |
| Townsquare Capital LLC | 0.12% | Add +9.1% | 145,625 | $9.8M |
| Pinnacle Wealth Planning Services, Inc. | 1.33% | Reduce -21.6% | 145,014 | $9.8M |
| Independent Advisor Alliance | 0.36% | Add +27.6% | 144,727 | $9.8M |
| Fragasso Financial Advisors Inc | 0.74% | Add +2.7% | 143,624 | $9.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.53% | Reduce -0.9% | 142,897 | $9.6M |
| Clearview Wealth Advisors LLC | 7.43% | Reduce -1.2% | 142,866 | $9.6M |
| Bison Wealth, LLC | 1.53% | Reduce -5.1% | 142,308 | $9.6M |
| Acorn Financial Advisory Services Inc. | 1.69% | Reduce -3.1% | 141,428 | $9.5M |
| Csenge Advisory Group | 0.49% | Add +14.2% | 139,028 | $9.5M |
| Patriot Financial Group Insurance Agency, LLC | 1.25% | Reduce -8.1% | 137,955 | $9.3M |
| Sutton Place Investors LLC | 5.66% | Reduce -3.5% | 137,285 | $9.3M |
| Ascentis Independent Advisors | 1.44% | Add +8.5% | 136,398 | $9.2M |
| Sowell Financial Services LLC | 0.43% | Add +21.9% | 136,002 | $9.2M |
| Liquid Strategies, LLC | 2.19% | Add +13.4% | 135,890 | $9.2M |
| Continuum Advisory, LLC | 1.15% | Add +1.5% | 129,586 | $9.0M |
| Sheets Smith Wealth Management | 1.10% | Reduce -1.7% | 133,006 | $9.0M |
| Simplicity Wealth,LLC | 0.83% | Reduce -16.6% | 132,747 | $9.0M |
| PFG Advisors | 0.56% | Add +8.3% | 132,016 | $8.9M |
| Money Concepts Capital Corp. | 0.67% | Add +47.6% | 131,641 | $8.9M |
| Welch Capital Partners LLC | 1.96% | Add +62.4% | 130,174 | $8.8M |
| Oliver Lagore Vanvalin Investment Group | 2.35% | Add +1.7% | 129,986 | $8.8M |
| Mgo One Seven LLC | 0.37% | Add +0.7% | 125,604 | $8.5M |
| Legacy Wealth Management, LLC / MS | 3.09% | Add +8.5% | 124,580 | $8.4M |
| Flynn Zito Capital Management, LLC | 4.07% | Add +1.1% | 124,408 | $8.4M |
| Avantax Advisory Services, Inc. | 0.05% | Add +9.1% | 123,708 | $8.4M |
| Bush Investment Group, LLC | 6.66% | Reduce -7.9% | 123,398 | $8.3M |
| Chicago Partners Investment Group LLC | 0.30% | Add +19.4% | 121,961 | $8.3M |
| Morningstar Investment Services LLC | 0.08% | Add +35.4% | 122,177 | $8.2M |
| Theory Financial LLC | 3.61% | Reduce -3.1% | 122,570 | $8.2M |
| Concurrent Investment Advisors, LLC | 0.24% | Reduce -7.0% | 121,118 | $8.2M |
| One Degree Advisors Inc | 3.45% | Reduce -0.1% | 121,620 | $8.2M |
| Stonebrook Private Inc. | 2.14% | Reduce -9.1% | 119,577 | $8.1M |
| Independent Wealth Network Inc. | 3.56% | Reduce -4.1% | 118,810 | $8.0M |
| Kensington Asset Management, LLC | 0.44% | Add +0.1% | 119,924 | $8.0M |
| Arcadia Wealth Management, LLC | 4.21% | Add +2.3% | 118,763 | $8.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -14.1% | 119,630 | $8.0M |
| Mattson Financial Services, LLC | 2.86% | Reduce -0.6% | 124,565 | $8.0M |
| Morling Financial Advisors, LLC | 3.02% | Reduce -0.5% | 117,506 | $7.9M |
| Transamerica Financial Advisors, LLC | 0.77% | Reduce -5.0% | 116,699 | $7.9M |
| Kingsview Wealth Management, LLC | 0.16% | Add +2.1% | 115,302 | $7.8M |
| Aveo Capital Partners, LLC | 0.82% | Add +6.8% | 114,829 | $7.8M |
| Robertson Stephens Wealth Management, LLC | 0.28% | Add +744.3% | 114,263 | $7.7M |
| FMR LLC | 0.00% | Add +12.2% | 114,251 | $7.7M |
| Midwest Heritage Bank, FSB | 3.58% | Add +0.1% | 113,192 | $7.6M |
| Arq Wealth Advisors, LLC | 2.88% | Add +14.1% | 114,900 | $7.6M |
| Convergence Financial, LLC | 1.61% | Add +2.3% | 112,512 | $7.6M |
| My Legacy Advisors, LLC | 2.99% | Reduce -51.9% | 112,324 | $7.6M |
| StoneCrest Wealth Management, Inc. | 5.31% | Add +22.7% | 108,149 | $7.3M |
| Jones Financial Companies LLLP | 0.01% | Add +366.6% | 107,982 | $7.3M |
| Westwind Capital | 1.75% | Add +26654.1% | 106,749 | $7.2M |
| Belpointe Asset Management LLC | 0.43% | Reduce -25.9% | 106,654 | $7.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +128.8% | 105,838 | $7.1M |
| Oarsman Capital, Inc. | 1.32% | Reduce -22.6% | 105,538 | $7.1M |
| Nwam LLC | 0.43% | New | 104,598 | $7.1M |
| Captrust Financial Advisors | 0.02% | Add +12.9% | 103,868 | $7.0M |
| Paladin Wealth, LLC | 6.11% | — | 103,664 | $7.0M |
| Elios Financial Group Inc. | 3.22% | — | 103,472 | $7.0M |
| Guardian Asset Advisors, LLC | 4.70% | Add +23.0% | 102,602 | $6.9M |
| Worth Asset Management, LLC | 3.75% | Add +234.1% | 102,020 | $6.9M |
| Redwood Investment Management, LLC | 0.61% | Reduce -12.0% | 101,830 | $6.9M |
| Evermay Wealth Management LLC | 1.08% | Add +48.8% | 99,326 | $6.7M |
| Pine Valley Investments Ltd Liability Co | 0.46% | Add +2.8% | 99,199 | $6.7M |
| McKinley Carter Wealth Services, Inc. | 0.40% | Reduce -0.7% | 98,304 | $6.6M |
| BlackDiamond Wealth Management, LLC | 3.98% | Reduce -1.7% | 93,772 | $6.6M |
| WealthPLAN Partners, LLC | 0.88% | Reduce -11.3% | 97,214 | $6.6M |
| One Capital Management, LLC | 0.21% | Add +2.6% | 97,149 | $6.6M |
| Clarus Wealth Advisors | 3.32% | Add +0.3% | 97,455 | $6.5M |
| Centaurus Financial, Inc. | 0.41% | Add +7.5% | 96,292 | $6.5M |
| Wealthcare Capital Management LLC | 0.65% | Add +33.5% | 96,224 | $6.5M |
| Richardson Financial Services Inc. | 4.12% | No change | 101,288 | $6.5M |
| Merkkuri Wealth Advisors LLC | 5.06% | Add +12.8% | 94,922 | $6.4M |
| Trinity Wealth Management, LLC | 2.92% | Add +2.8% | 94,268 | $6.4M |
| Silver Oak Securities, Incorporated | 0.67% | Add +51.7% | 96,111 | $6.3M |
| St Germain D J Co. Inc. | 0.29% | Reduce -1.9% | 93,297 | $6.3M |
| Values Added Financial LLC | 3.96% | Add +12.7% | 93,032 | $6.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -43.0% | 92,316 | $6.2M |
| Authentikos Wealth Advisory, LLC | 5.96% | New | 91,657 | $6.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.85% | Reduce -14.3% | 91,367 | $6.2M |
| Aspire Private Capital, LLC | 1.45% | Add +1.6% | 90,484 | $6.1M |
| Selective Wealth Management, Inc. | 2.50% | Add +51.8% | 89,218 | $6.0M |
| Shepherd Financial Partners LLC | 0.72% | Reduce -0.8% | 88,647 | $6.0M |
| Cerity Partners LLC | 0.01% | Add +0.8% | 88,573 | $6.0M |
| Guardian Wealth Advisors, LLC / NC | 0.64% | Reduce -2.1% | 88,012 | $5.9M |
| Lincoln Capital Corp. | 2.42% | Add +1.0% | 87,751 | $5.9M |
| Creative Financial Designs Inc. | 0.50% | Reduce -17.1% | 87,345 | $5.9M |
| Triad Wealth Partners, LLC | 3.13% | Add +29.2% | 87,118 | $5.9M |
| Moloney Securities Asset Management, LLC | 0.79% | Reduce -1.7% | 86,563 | $5.8M |
| Courier Capital LLC | 0.40% | Reduce -19.9% | 86,076 | $5.8M |
| Manhattan West Asset Management, LLC | 1.50% | Add +4.8% | 85,838 | $5.8M |
| Ameritas Advisory Services, LLC | 0.25% | Add +19.4% | 85,590 | $5.8M |
| Voisard Asset Management Group, Inc. | 2.38% | Add +14.1% | 84,739 | $5.7M |
| Lifeworks Advisors, LLC | 1.11% | Add +93.5% | 83,745 | $5.7M |
| Curtis Advisory Group, LLC | 1.58% | Reduce -16.0% | 82,305 | $5.6M |
| Modera Wealth Management, LLC | 0.07% | Reduce -6.7% | 82,075 | $5.5M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 82,039 | $5.5M |
| Syntegra Private Wealth Group, LLC | 0.64% | Reduce -5.1% | 81,583 | $5.5M |
| Emergent Wealth Advisors, LLC | 4.06% | Reduce -40.4% | 81,475 | $5.5M |
| Summit Global Investments | 0.35% | Reduce -5.7% | 81,332 | $5.5M |
| PCG Wealth Advisors, LLC | 2.09% | Add +20.7% | 80,178 | $5.4M |
| Transcendent Capital Group LLC | 2.73% | Add +2474.8% | 78,816 | $5.3M |
| WR Wealth Planners, LLC | 1.48% | Reduce -30.5% | 78,739 | $5.3M |
| Goodman Financial Corp | 1.16% | Reduce -2.6% | 76,962 | $5.2M |
| Vectors Research Management, LLC | 1.55% | Reduce -21.8% | 75,968 | $5.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.23% | Add +25.8% | 75,610 | $5.1M |
| E&G Advisors, LLC | 1.40% | Add +3.8% | 74,993 | $5.1M |
| FSC Wealth Advisors, LLC | 3.61% | Add +1.1% | 74,443 | $5.0M |
| HBK Sorce Advisory LLC | 0.15% | Reduce -0.2% | 74,306 | $5.0M |
| River Street Advisors LLC | 2.75% | Add +10.1% | 74,284 | $5.0M |
| AQR Capital Management | 0.01% | Add +64.4% | 74,249 | $5.0M |
| Financial Counselors Inc. | 0.07% | Reduce -0.1% | 73,391 | $5.0M |
| Jackson, Grant Investment Advisers, Inc. | 1.84% | Reduce -0.3% | 72,883 | $4.9M |
| Naples Global Advisors, LLC | 0.45% | Add +6.1% | 72,020 | $4.9M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +99.5% | 71,677 | $4.8M |
| JBR Co Financial Management Inc | 3.15% | Add +13.2% | 71,294 | $4.8M |
| Blue Bell Private Wealth Management, LLC | 0.91% | Add +2.3% | 70,723 | $4.8M |
| Upper Left Wealth Management, LLC | 4.17% | Add +1.3% | 71,799 | $4.8M |
| Beaumont Financial Advisors, LLC | 0.37% | Reduce -0.1% | 70,255 | $4.7M |
| Meridian Wealth Management, LLC | 0.23% | Add +4.3% | 70,026 | $4.7M |
| Westover Capital Advisors, LLC | 0.91% | Add +99.4% | 69,828 | $4.7M |
| Strategic Advisors LLC | 0.87% | Add +25.4% | 69,384 | $4.7M |
| Kanawha Capital Management LLC | 0.34% | Add +5.6% | 68,510 | $4.6M |
| Legacy Capital Group California, Inc. | 1.53% | Reduce -0.1% | 68,236 | $4.6M |
| Tortoise Investment Management, LLC | 0.48% | Add +28.7% | 67,833 | $4.6M |
| Coppell Advisory Solutions LLC | 0.67% | Add +39.2% | 67,717 | $4.6M |
| Lunt Capital Management, Inc. | 2.12% | Add +9.4% | 67,116 | $4.5M |
| ERn Financial, LLC | 0.69% | Add +2.7% | 66,817 | $4.5M |
| Schrum Private Wealth Management LLC | 2.32% | Add +106.6% | 66,632 | $4.5M |
| Great Lakes Retirement, Inc. | 0.57% | Reduce -1.8% | 66,095 | $4.5M |
| USAdvisors Wealth Management, LLC | 1.51% | Reduce -19.3% | 64,341 | $4.3M |
| Traynor Capital Management, Inc. | 0.35% | Add +400.0% | 63,895 | $4.3M |
| Financial Security Advisor, Inc. | 1.06% | Reduce -1.0% | 62,950 | $4.2M |
| Tilson Financial Group, Inc. | 1.84% | Add +29.0% | 62,883 | $4.2M |
| Prostatis Group LLC | 1.37% | Reduce -1.1% | 62,088 | $4.2M |
| Advisors Preferred, LLC | 0.64% | Add +57.7% | 62,605 | $4.2M |
| Compass Wealth Management LLC | 0.98% | Reduce -0.0% | 61,935 | $4.2M |
| Catalina Capital Group, LLC | 1.39% | Reduce -15.9% | 60,460 | $4.1M |
| Calton & Associates, Inc. | 1.56% | Add +203.8% | 60,303 | $4.1M |
| Per Stirling Capital Management, LLC. | 0.56% | Add +1.9% | 60,119 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -9.7% | 59,757 | $4.0M |
| Aspire Wealth Management Corp | 2.13% | Reduce -9.8% | 58,744 | $4.0M |
| Farther Finance Advisors, LLC | 0.15% | Add +50.8% | 58,643 | $4.0M |
| Truefg, LLC | 1.28% | Reduce -1.7% | 58,141 | $3.9M |
| D.A. Davidson & Co. | 0.03% | Add +1120.7% | 56,627 | $3.8M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -0.1% | 56,497 | $3.8M |
| Transcend Capital Advisors, LLC | 0.25% | Add +6.1% | 56,156 | $3.8M |
| Meridian Financial Advisors, LLC | 2.52% | Add +4.3% | 55,857 | $3.8M |
| Beacon Financial Advisory LLC | 1.27% | Reduce -6.3% | 55,380 | $3.7M |
| Triton Financial Group Inc | 2.38% | Add +7.7% | 55,002 | $3.7M |
| Dentgroup LLC | 2.72% | Reduce -38.5% | 53,950 | $3.6M |
| Balentine LLC | 0.14% | Add +6.0% | 53,847 | $3.6M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +48.6% | 54,050 | $3.6M |
| Wescott Financial Advisory Group, LLC | 0.38% | Reduce -2.5% | 52,837 | $3.6M |
| BIP Wealth, LLC | 0.24% | Add +11.2% | 51,988 | $3.5M |
| Compass Financial Group, Inc. | 1.61% | Reduce -1.0% | 51,632 | $3.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -3.7% | 51,450 | $3.5M |
| Swmg, LLC | 1.43% | Add +26.4% | 49,127 | $3.5M |
| Hills Bank & Trust Co | 0.26% | Add +28.7% | 51,108 | $3.5M |
| HF Advisory Group, LLC | 1.60% | Add +1.5% | 51,047 | $3.4M |
| Financial Enhancement Group LLC | 0.67% | Reduce -89.8% | 71,429 | $3.4M |
| Bluestem Financial Advisors, LLC | 1.60% | Reduce -3.4% | 50,810 | $3.4M |
| Beacon Financial Group | 0.37% | Reduce -4.9% | 50,551 | $3.4M |
| MSH Capital Advisors LLC | 1.04% | Add +32.1% | 50,549 | $3.4M |
| Arete Wealth Advisors, LLC | 0.29% | Reduce -68.0% | 50,524 | $3.4M |
| Ciovacco Capital Management LLC | 1.98% | Add +0.2% | 50,267 | $3.4M |
| MKT Advisors LLC | 1.59% | Reduce -0.9% | 50,662 | $3.4M |
| JDM Financial Group LLC | 1.83% | Reduce -34.6% | 49,906 | $3.4M |
| Catalyst Private Wealth, LLC | 1.63% | No change | 49,369 | $3.3M |
| ACT Advisors, LLC. | 1.56% | Reduce -2.6% | 49,097 | $3.3M |
| Perigon Wealth Management, LLC | 0.09% | Add +7.4% | 48,968 | $3.3M |
| Vickerman Investment Advisors, Inc. | 0.97% | Reduce -2.0% | 48,715 | $3.3M |
| NorthCrest Asset Manangement, LLC | 0.10% | New | 48,589 | $3.3M |
| Fonville Wealth Management LLC | 1.12% | Reduce -2.0% | 48,198 | $3.3M |
| Buckingham Capital Management, Inc. | 0.37% | Add +1.0% | 48,027 | $3.2M |
| Vicus Capital | 0.28% | Reduce -0.1% | 47,599 | $3.2M |
| Cutler Investment Counsel LLC | 0.40% | New | 47,502 | $3.2M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +13.5% | 47,199 | $3.2M |
| Sentinel Pension Advisors, LLC | 0.60% | Reduce -23.4% | 46,364 | $3.1M |
| Fullcircle Wealth LLC | 1.40% | Reduce -10.8% | 45,716 | $3.1M |
| Commonwealth Financial Services, LLC | 0.61% | Add +9.7% | 46,388 | $3.1M |
| Avantax Planning Partners, Inc. | 0.11% | Add +0.1% | 45,718 | $3.1M |
| Advisory Services Network, LLC | 0.06% | No change | 48,022 | $3.1M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +13.9% | 45,371 | $3.1M |
| Spire Wealth Management | 0.10% | Add +1.4% | 45,352 | $3.1M |
| GeoWealth Management, LLC | 0.11% | Reduce -1.7% | 45,290 | $3.1M |
| Semmax Financial Advisors Inc. | 0.84% | Reduce -6.9% | 43,488 | $3.1M |
| JSF Financial, LLC | 0.89% | Add +4.1% | 44,937 | $3.0M |
| FWG Investments, LLC. | 2.62% | Add +2.6% | 44,903 | $3.0M |
| Range Financial Group LLC | 4.15% | Reduce -56.0% | 44,731 | $3.0M |
| Legacy Capital Wealth Partners, LLC | 0.60% | Add +120.1% | 44,653 | $3.0M |
| Journey Strategic Wealth LLC | 0.11% | Add +271.7% | 44,590 | $3.0M |
| Venture Visionary Partners LLC | 0.13% | Add +4.6% | 44,406 | $3.0M |
| CW Advisors, LLC | 0.04% | Reduce -11.8% | 44,303 | $3.0M |
| Madison Asset Management, LLC | 0.03% | New | 43,827 | $3.0M |
| Pinnacle Family Advisors, LLC | 1.53% | Reduce -5.2% | 43,701 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +11.4% | 43,668 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -1.2% | 43,568 | $2.9M |
| High Probability Advisors, LLC | 0.50% | Add +9.9% | 43,471 | $2.9M |
| Latitude Advisors, LLC | 1.63% | Add +40.0% | 42,678 | $2.9M |
| Woodmont Investment Counsel LLC | 0.22% | Reduce -1.6% | 42,334 | $2.9M |
| Gries Financial LLC | 0.53% | Add +90.7% | 42,248 | $2.9M |
| MBM Wealth Consultants, LLC | 0.90% | Add +0.0% | 42,216 | $2.8M |
| Tower View Wealth Management LLC | 1.56% | Add +35.6% | 42,199 | $2.8M |
| Alaska Wealth Advisors, LLC | 0.42% | Reduce -3.9% | 41,939 | $2.8M |
| First Trust Direct Indexing L.P. | 0.15% | Add +6.0% | 41,625 | $2.8M |
| Greenleaf Trust | 0.02% | Add +0.0% | 41,016 | $2.8M |
| B.O.S.S. Retirement Advisors, LLC | 0.56% | Add +87.4% | 40,884 | $2.8M |
| Napa Wealth Management | 1.30% | Add +1.1% | 40,820 | $2.8M |
| American Investment Services, Inc. | 0.46% | Reduce -3.9% | 40,712 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -40.7% | 40,696 | $2.7M |
| Bank of Montreal | 0.00% | Add +2.8% | 40,471 | $2.7M |
| Intrepid Financial Planning Group LLC | 1.16% | Reduce -1.6% | 40,258 | $2.7M |
| Annex Advisory Services, LLC | 0.09% | Reduce -5.1% | 39,684 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -1.4% | 39,094 | $2.6M |
| Evergreen Capital Management LLC | 0.09% | New | 39,000 | $2.6M |
| Aldebaran Financial Inc. | 3.04% | Add +14.8% | 38,155 | $2.6M |
| LexAurum Advisors, LLC | 0.55% | Reduce -11.1% | 37,063 | $2.5M |
| Worth Financial Advisory Group, LLC | 1.46% | Add +0.7% | 36,891 | $2.5M |
| Gateway Wealth Partners, LLC | 0.68% | Add +0.2% | 36,743 | $2.5M |
| Citadel Advisors | 0.00% | Add +16.0% | 36,737 | $2.5M |
| Arista Wealth Management, LLC | 0.59% | No change | 36,533 | $2.5M |
| RDA Financial Network | 0.76% | Reduce -7.6% | 36,022 | $2.4M |
| JNBA Financial Advisors | 0.24% | Reduce -12.0% | 35,703 | $2.4M |
| Arkadios Wealth Advisors | 0.14% | Add +30.9% | 35,537 | $2.4M |
| Diversify Advisory Services, LLC | 0.13% | Reduce -9.3% | 34,902 | $2.4M |
| HWG Holdings LP | 0.80% | Reduce -13.9% | 34,600 | $2.3M |
| Colton Groome Financial Advisors, LLC | 0.85% | Add +18.6% | 33,736 | $2.3M |
| Blair William & Co. | 0.01% | Add +31.4% | 33,689 | $2.3M |
| Tempus Wealth Planning, LLC | 0.83% | Add +11.1% | 33,672 | $2.3M |
| Condor Capital Management | 0.20% | Reduce -3.6% | 33,607 | $2.3M |
| Heritage Family Offices, LLP | 1.17% | Reduce -5.2% | 33,567 | $2.3M |
| Dakota Wealth Management | 0.05% | Add +13.3% | 33,235 | $2.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.46% | No change | 32,967 | $2.2M |
| Whittier Trust Co. | 0.03% | No change | 32,939 | $2.2M |
| Slagle Financial, LLC | 0.99% | Add +8.0% | 32,932 | $2.2M |
| Private Trust Co. NA | 0.22% | Add +4.5% | 32,603 | $2.2M |
| Aspen Wealth Management LLC | 0.67% | Reduce -2.2% | 32,576 | $2.2M |
| Fermata Advisors, LLC | 0.44% | Add +3.8% | 32,265 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +69.1% | 32,001 | $2.2M |
| Compound Planning, Inc. | 0.13% | Reduce -2.8% | 31,697 | $2.1M |
| Sanchez Wealth Management Group | 0.65% | Add +5.5% | 31,696 | $2.1M |
| Butensky & Cohen Financial Security, Inc. | 0.63% | Reduce -1.3% | 31,396 | $2.1M |
| My Personal CFO, LLC | 1.14% | Add +0.5% | 30,906 | $2.1M |
| Teamwork Financial Advisors, LLC | 0.29% | Reduce -3.1% | 30,753 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +66.0% | 30,572 | $2.1M |
| Safeguard Financial, LLC | 0.48% | Reduce -0.9% | 30,482 | $2.1M |
| Apella Capital, LLC | 0.08% | Add +0.0% | 30,759 | $2.1M |
| Kennicott Capital Management LLC | 0.78% | New | 30,288 | $2.0M |
| Comerica Bank | 0.01% | Reduce -2.1% | 30,275 | $2.0M |
| Facet Wealth, Inc. | 0.06% | Reduce -0.5% | 30,197 | $2.0M |
| Sterling Financial Group, Inc. | 0.87% | Add +85.2% | 30,000 | $2.0M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -4.7% | 29,801 | $2.0M |
| Cooper Financial Group | 0.26% | Add +0.6% | 29,392 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.8% | 28,879 | $1.9M |
| Kavar Capital Partners Group, LLC | 0.31% | Reduce -6.0% | 28,710 | $1.9M |
| Higgins & Schmidt Wealth Strategies LLC | 1.25% | New | 28,668 | $1.9M |
| W.H. Cornerstone Investments Inc. | 1.31% | Reduce -57.1% | 28,660 | $1.9M |
| Integrity Wealth Solutions LLC | 1.12% | Reduce -4.2% | 28,508 | $1.9M |
| Financial Advisory Partners, LLC | 0.64% | Reduce -2.4% | 28,354 | $1.9M |
| Vantage Investment Partners, LLC | 0.16% | No change | 28,305 | $1.9M |
| Raab & Moskowitz Asset Management LLC | 0.48% | No change | 28,248 | $1.9M |
| MN Wealth Advisors, LLC | 1.07% | Add +18.6% | 27,909 | $1.9M |
| Pinion Investment Advisors, LLC | 0.79% | Reduce -2.2% | 27,907 | $1.9M |
| WealthShield Partners, LLC | 0.26% | Add +1.7% | 27,894 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -25.2% | 27,807 | $1.9M |
| YHB Investment Advisors, Inc. | 0.16% | Add +72.9% | 27,737 | $1.9M |
| Wealthgarden F.S. LLC | 1.82% | Reduce -3.4% | 27,691 | $1.9M |
| Old Second National Bank of Aurora | 0.45% | Add +35.0% | 27,633 | $1.9M |
| Schwallier Wealth Management LLC | 1.33% | Add +3.1% | 27,596 | $1.9M |
| Fulcrum Equity Management | 1.55% | Reduce -16.9% | 27,235 | $1.8M |
| Vista Investment Management | 0.69% | Reduce -2.1% | 27,112 | $1.8M |
| Stone Summit Wealth LLC | 0.59% | Reduce -0.1% | 26,956 | $1.8M |
| LBMC Investment Advisors, LLC | 0.14% | Add +70.8% | 26,764 | $1.8M |
| Stegent Equity Advisors, Inc. | 1.99% | No change | 26,739 | $1.8M |
| Rooted Wealth Advisors, Inc. | 0.80% | Reduce -2.0% | 26,751 | $1.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +36.0% | 26,410 | $1.8M |
| Root Financial Partners, LLC | 0.28% | Add +399.3% | 25,973 | $1.8M |
| Harmony Asset Management LLC | 0.64% | Reduce -7.2% | 25,854 | $1.7M |
| Treasure Coast Financial Planning | 1.07% | No change | 25,596 | $1.7M |
| Financial Guidance Group, Inc. | 1.01% | Add +74.9% | 25,587 | $1.7M |
| Raymond James Trust N.A. | 0.04% | Add +3.8% | 25,411 | $1.7M |
| Narus Financial Partners, LLC | 0.61% | Add +1.4% | 25,306 | $1.7M |
| C M Bidwell & Associates Ltd. | 1.03% | No change | 25,034 | $1.7M |
| MBE Wealth Management, LLC | 0.93% | Add +8.5% | 24,911 | $1.7M |
| Dearborn Partners LLC | 0.07% | Add +8.2% | 24,826 | $1.7M |
| Redwood Financial Network Corp | 1.31% | Add +8.9% | 24,779 | $1.7M |
| Focus Partners Wealth | 0.01% | Reduce -89.6% | 24,598 | $1.6M |
| Abound Wealth Management | 0.55% | Add +0.1% | 24,314 | $1.6M |
| CPR Investments Inc. | 1.55% | Add +29.4% | 24,303 | $1.6M |
| MAS Advisors LLC | 3.49% | No change | 24,248 | $1.6M |
| Access Financial Services, Inc. | 0.75% | Reduce -7.3% | 24,246 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +0.7% | 24,240 | $1.6M |
| Koshinski Asset Management, Inc. | 0.14% | Add +0.1% | 23,964 | $1.6M |
| National Bank of Canada | 0.00% | Reduce -15.2% | 23,818 | $1.6M |
| Norden Group LLC | 0.19% | Reduce -0.1% | 23,705 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +8.8% | 23,581 | $1.6M |
| MAI Capital Management | 0.02% | Add +19.9% | 23,490 | $1.6M |
| Professional Financial Advisors, LLC | 0.41% | Reduce -3.6% | 23,424 | $1.6M |
| SMART Wealth LLC | 0.62% | Add +535.0% | 23,414 | $1.6M |
| Quadcap Wealth Management, LLC | 0.25% | Reduce -0.5% | 23,286 | $1.6M |
| Cape Investment Advisory, Inc. | 0.63% | Add +36.7% | 23,175 | $1.6M |
| Brophy Wealth Management, LLC | 0.55% | — | 22,893 | $1.5M |
| TrueWealth Advisors, LLC | 0.52% | Reduce -5.3% | 22,840 | $1.5M |
| Cascade Financial Partners, LLC | 0.19% | Add +0.2% | 22,229 | $1.5M |
| Wells Financial Advisors INC | 2.06% | Reduce -82.7% | 22,577 | $1.5M |
| Spirepoint Private Client, LLC | 0.20% | Add +0.1% | 22,510 | $1.5M |
| Richard W. Paul & Associates, LLC | 0.54% | Reduce -7.3% | 22,434 | $1.5M |
| Brass Tax Wealth Management, Inc. | 0.32% | Reduce -26.0% | 22,355 | $1.5M |
| Flow Traders U.S. LLC | 0.08% | Reduce -35.2% | 22,307 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +3.1% | 22,279 | $1.5M |
| Watershed Private Wealth LLC | 0.59% | Reduce -2.1% | 21,965 | $1.5M |
| CGN Advisors LLC | 0.15% | Add +0.2% | 21,844 | $1.5M |
| Insight Advisors, LLC/ PA | 0.26% | Add +2.8% | 21,774 | $1.5M |
| Advisor Resource Council | 0.65% | Add +61.5% | 21,298 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.0% | 21,256 | $1.4M |
| Park Place Capital Corp | 0.41% | New | 20,973 | $1.4M |
| Cibc World Markets Corp. | 0.01% | Reduce -17.5% | 20,840 | $1.4M |
| Crestwood Advisors Group, LLC | 0.03% | Add +1.2% | 20,770 | $1.4M |
| Pacific Financial Group Inc. | 1.02% | Reduce -7.1% | 20,668 | $1.4M |
| Ranch Capital Advisors Inc. | 0.66% | Add +5.9% | 20,587 | $1.4M |
| Resonant Capital Advisors, LLC | 0.10% | Reduce -15.3% | 20,305 | $1.4M |
| GoalVest Advisory LLC | 0.39% | Reduce -4.5% | 20,166 | $1.4M |
| Flower City Capital | 0.79% | Reduce -2.7% | 19,980 | $1.3M |
| Moors & Cabot, Inc. | 0.07% | Reduce -1.6% | 19,912 | $1.3M |
| Perennial Investment Advisors, LLC | 0.17% | Reduce -7.7% | 19,867 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -53.5% | 19,800 | $1.3M |
| Trivium Point Advisory, LLC | 0.19% | Add +4.4% | 18,966 | $1.3M |
| Shaker Investments LLC | 0.55% | Add +0.3% | 19,727 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -5.7% | 19,553 | $1.3M |
| Smith, Moore & Co. | 0.13% | Add +0.0% | 19,550 | $1.3M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -51.4% | 19,238 | $1.3M |
| Kingdom Financial Group LLC. | 0.98% | Add +20.8% | 19,403 | $1.3M |
| FreeGulliver LLC | 0.78% | Reduce -13.1% | 19,352 | $1.3M |
| Orin Green Financial, LLC | 0.56% | Reduce -1.0% | 19,076 | $1.3M |
| Signet Financial Management, LLC | 0.16% | Add +7.5% | 18,972 | $1.3M |
| Resurgent Financial Advisors LLC | 0.75% | Reduce -19.8% | 18,915 | $1.3M |
| Western Financial Corp | 0.72% | Reduce -14.4% | 18,837 | $1.3M |
| Key Client Fiduciary Advisors, LLC | 0.58% | Add +39.7% | 18,789 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +5.2% | 18,669 | $1.3M |
| Landmark Wealth Management, LLC | 0.54% | Add +0.3% | 18,433 | $1.2M |
| Lake Street Advisors Group, LLC | 0.06% | Add +0.3% | 18,372 | $1.2M |
| Bluesphere Advisors LLC | 0.61% | Reduce -0.5% | 18,323 | $1.2M |
| Strong Tower Advisory Services | 0.34% | New | 18,271 | $1.2M |
| Cobblestone Asset Management LLC | 0.74% | Add +10.4% | 18,146 | $1.2M |
| Threadgill Financial, LLC | 0.73% | Reduce -21.5% | 18,094 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | Add +180.3% | 18,036 | $1.2M |
| Magnus Financial Group LLC | 0.12% | Reduce -8.1% | 18,021 | $1.2M |
| Hartford Financial Management Inc. | 0.25% | Add +28.3% | 17,987 | $1.2M |
| ETF Store, Inc. | 1.25% | Add +7.3% | 17,962 | $1.2M |
| Prosperity Financial Group, Inc. | 0.68% | Add +25.5% | 17,857 | $1.2M |
| Concord Wealth Partners | 0.20% | Add +7.2% | 17,773 | $1.2M |
| RMR Wealth Builders | 0.13% | New | 17,672 | $1.2M |
| Northwest Capital Management Inc | 0.43% | No change | 17,671 | $1.2M |
| Ritholtz Wealth Management | 0.04% | Reduce -6.1% | 17,560 | $1.2M |
| Fingerlakes Wealth Management, Inc. | 0.98% | Reduce -4.2% | 17,499 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.28% | No change | 17,438 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +23.4% | 17,412 | $1.2M |
| Titleist Asset Management, LLC | 0.17% | Add +188.9% | 16,917 | $1.1M |
| Clear Point Advisors Inc. | 0.88% | Add +0.0% | 16,844 | $1.1M |
| SFG Wealth Management, LLC. | 0.59% | Add +108.0% | 16,484 | $1.1M |
| Confluence Wealth Services, Inc. | 0.08% | Add +2.7% | 16,414 | $1.1M |
| Strategic Financial Concepts, LLC | 0.35% | Reduce -98.5% | 16,331 | $1.1M |
| Cedar Wealth Management, LLC | 0.34% | No change | 16,287 | $1.1M |
| Sebold Capital Management, Inc. | 0.72% | Reduce -0.9% | 16,284 | $1.1M |
| TFG Advisers LLC | 0.39% | Add +4.8% | 16,246 | $1.1M |
| Eagle Ridge Investment Management | 0.10% | New | 16,157 | $1.1M |
| Verdence Capital Advisors LLC | 0.09% | Add +42.7% | 16,154 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Add +7.4% | 16,123 | $1.1M |
| Trek Financial, LLC | 0.08% | Add +7.1% | 16,065 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | New | 15,903 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Reduce -19.3% | 15,846 | $1.1M |
| Financial Management Network Inc. | 0.22% | Reduce -0.5% | 15,612 | $1.1M |
| Strategic Investment Advisors / MI | 0.11% | Add +37.0% | 15,542 | $1.0M |
| AlphaMark Advisors, LLC | 0.36% | Reduce -39.0% | 15,504 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.3% | 15,502 | $1.0M |
| 360 Financial, Inc. | 0.38% | Add +2.6% | 15,403 | $1.0M |
| Community Bank, N.A. | 0.13% | Reduce -17.7% | 15,224 | $1.0M |
| Bensler, LLC | 0.13% | Reduce -6.4% | 15,123 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -35.9% | 14,996 | $1.0M |
| Nikulski Financial, Inc. | 0.30% | Add +0.1% | 14,945 | $1.0M |
| Empirical Asset Management, LLC | 0.36% | Reduce -5.7% | 36,544 | $1.0M |
| Baker Tilly Wealth Management, LLC | 0.43% | Reduce -26.9% | 14,526 | $981K |
| Fortitude Family Office, LLC | 0.39% | Reduce -2.2% | 14,510 | $980K |
| Hutchens & Kramer Investment Management Group, LLC | 0.53% | Add +178.1% | 14,405 | $963K |
| TLWM | 0.20% | Reduce -7.4% | 14,241 | $961K |
| Jacobson & Schmitt Advisors, LLC | 0.20% | Add +0.7% | 14,235 | $961K |
| WealthCare Investment Partners, LLC | 0.42% | Reduce -4.3% | 14,335 | $957K |
| Synovus Financial Corp. | 0.01% | Add +119.8% | 14,122 | $953K |
| Chris Bulman Inc | 0.64% | Reduce -49.8% | 14,030 | $947K |
| Cornerstone Wealth Group, LLC | 0.08% | Add +174.9% | 13,994 | $945K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -10.1% | 13,893 | $938K |
| Concord Asset Management, LLC | 0.21% | Add +6.0% | 13,770 | $930K |
| FSA Advisors, Inc. | 0.92% | Reduce -16.6% | 14,017 | $927K |
| Five Oceans Advisors | 0.44% | Reduce -9.2% | 13,675 | $923K |
| Rothschild Wealth LLC | 0.27% | Add +358.8% | 18,724 | $918K |
| Hofer & Associates. Inc | 0.63% | Add +0.9% | 13,574 | $916K |
| Deane Retirement Strategies, Inc. | 0.45% | Reduce -2.4% | 13,566 | $916K |
| Mason Investment Advisory Services, Inc. | 0.05% | No change | 13,494 | $911K |
| Embree Financial Group | 0.16% | Add +0.3% | 13,475 | $910K |
| Leverty Financial Group, LLC | 0.49% | Add +27.0% | 13,371 | $903K |
| Twin Peaks Wealth Advisors, LLC | 0.42% | Reduce -4.9% | 13,341 | $901K |
| Avior Wealth Management, LLC | 0.04% | Reduce -3.1% | 13,230 | $893K |
| Copley Financial Group, Inc. | 0.81% | — | 13,186 | $890K |
| Sfm, LLC | 0.65% | Reduce -1.1% | 12,845 | $867K |
| New Insight Wealth Advisors | 0.46% | Add +89.4% | 12,816 | $865K |
| Commerce Bank | 0.01% | Reduce -10.0% | 12,784 | $863K |
| Investments & Financial Planning, LLC | 0.54% | Reduce -8.3% | 12,678 | $856K |
| Savvy Advisors, Inc. | 0.17% | Reduce -0.1% | 12,660 | $855K |
| Millennium Capital Advisors, LLC | 0.56% | Add +0.3% | 12,658 | $855K |
| Strategy Asset Managers LLC | 0.16% | New | 12,604 | $851K |
| United Advisor Group, LLC | 0.19% | Add +81.5% | 12,595 | $850K |
| Anchor Investment Management, LLC | 0.08% | Add +5.3% | 12,541 | $847K |
| Schorn Wealth LLC | 0.29% | Reduce -0.4% | 12,537 | $846K |
| Deutsche Bank AG | 0.00% | Add +50.1% | 12,494 | $843K |
| Altrius Capital Management Inc | 0.21% | Reduce -3.3% | 12,427 | $839K |
| Defender Capital, LLC. | 0.28% | Add +14.8% | 12,400 | $837K |
| TAP Consulting, LLC | 0.16% | Add +12.2% | 12,368 | $835K |
| LGT Financial Advisors LLC | 2.05% | Reduce -13.3% | 12,296 | $830K |
| Crew Capital Management, Ltd | 0.66% | Reduce -13.3% | 12,273 | $829K |
| Invst, LLC | 0.10% | Add +1.9% | 12,190 | $823K |
| Capital Advisors, Ltd. LLC | 0.10% | No change | 12,156 | $821K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -2.3% | 12,155 | $821K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.0% | 12,149 | $820K |
| Emerald Advisors, LLC | 0.12% | Add +6.1% | 11,913 | $819K |
| Accurate Wealth Management, LLC | 0.16% | Add +2.0% | 11,926 | $819K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -40.7% | 12,109 | $816K |
| Retirement Planning Co of New England, Inc. | 0.40% | Add +1.0% | 12,040 | $813K |
| Ieq Capital, LLC | 0.01% | Add +0.0% | 12,010 | $811K |
| AlTi Global, Inc. | 0.02% | Add +0.1% | 11,891 | $803K |
| Brogan Financial, Inc. | 0.46% | Add +1.8% | 11,844 | $800K |
| Flagship Private Wealth, LLC | 0.41% | Reduce -8.3% | 11,812 | $797K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.4% | 11,770 | $795K |
| American Money Management, LLC | 0.16% | Reduce -1.6% | 11,576 | $781K |
| Etesian Wealth Advisors, Inc. | 0.35% | New | 11,562 | $781K |
| Platform Technology Partners | 0.25% | Add +32.3% | 11,550 | $780K |
| Roman Butler Fullerton & Co. | 0.24% | Reduce -3.7% | 11,431 | $779K |
| Liberty Wealth Management LLC | 0.13% | Add +15.7% | 11,526 | $778K |
| Corrado Advisors, LLC | 0.49% | Reduce -1.6% | 11,498 | $776K |
| CIBC Private Wealth Group LLC | 0.00% | Add +192.1% | 11,442 | $772K |
| Cornerstone Capital, Inc. | 0.07% | New | 11,287 | $762K |
| Beckerman Institutional, LLC | 0.64% | — | 11,215 | $757K |
| International Private Wealth Advisors LLC | 1.11% | Add +50.9% | 11,185 | $755K |
| Cypress Capital, LLC | 0.19% | Add +0.3% | 11,129 | $751K |
| QRG Capital Management, Inc. | 0.01% | Add +89.6% | 11,127 | $751K |
| Lockerman Financial Group, Inc. | 1.26% | Add +3.5% | 11,011 | $743K |
| Hemenway Trust Co LLC | 0.06% | Reduce -19.0% | 10,982 | $741K |
| Nicolet Advisory Services, LLC | 0.07% | Add +20.9% | 10,986 | $734K |
| Stevens Capital Partners | 0.35% | Add +18.5% | 10,816 | $730K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.9% | 10,752 | $726K |
| Smartleaf Asset Management LLC | 0.09% | Add +83.5% | 10,748 | $722K |
| HBW Advisory Services LLC | 0.11% | Reduce -10.5% | 10,647 | $719K |
| PCA Investment Advisory Services Inc. | 0.34% | Add +0.1% | 10,592 | $715K |
| Trexquant Investment LP | 0.01% | New | 10,576 | $714K |
| Gotham Asset Management | 0.01% | New | 10,542 | $712K |
| Asset Dedication, LLC | 0.05% | Reduce -0.1% | 10,533 | $711K |
| Rockwood Wealth Management, LLC | 0.08% | Add +3.5% | 10,452 | $706K |
| Renasant Bank | 0.46% | New | 10,415 | $703K |
| American Planning Services, Inc. | 0.56% | Reduce -2.1% | 10,394 | $702K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -65.7% | 10,343 | $698K |
| L.M. Kohn & Company | 0.17% | Add +7.6% | 10,199 | $689K |
| &partners | 0.01% | Reduce -28.9% | 10,182 | $687K |
| Trivant Custom Portfolio Group, LLC | 0.39% | Add +12.0% | 10,122 | $683K |
| Atlantic Union Bankshares Corp | 0.04% | No change | 10,062 | $679K |
| Trilogy Capital Inc. | 0.03% | Add +4.4% | 10,044 | $678K |
| Abner Herrman & Brock LLC | 0.08% | New | 10,040 | $678K |
| Empower Advisory Group, LLC | 0.00% | Add +2.5% | 9,995 | $675K |
| Advisors Capital Management, LLC | 0.01% | Add +167.2% | 9,964 | $673K |
| Cypress Financial Planning LLC | 0.25% | Reduce -19.9% | 9,958 | $672K |
| Peak Financial Advisors LLC | 0.34% | Reduce -17.4% | 9,869 | $666K |
| Prospera Financial Services Inc | 0.02% | Reduce -76.6% | 9,787 | $661K |
| Optimist Retirement Group LLC | 0.30% | Add +0.2% | 9,786 | $660K |
| Econ Financial Services Corp | 0.37% | Reduce -77.0% | 9,732 | $657K |
| Evanson Asset Management, LLC | 0.05% | Add +60.9% | 9,711 | $656K |
| Regimen Wealth, LLC | 0.21% | Add +1.6% | 9,689 | $654K |
| Johnson Investment Counsel Inc. | 0.01% | New | 9,672 | $653K |
| Financial Consulate, Inc. | 0.17% | Reduce -14.2% | 9,599 | $648K |
| Destiny Capital Corp | 0.40% | Reduce -7.0% | 9,636 | $646K |
| Stewardship Advisors, LLC | 0.18% | Reduce -19.6% | 9,526 | $643K |
| Cranbrook Wealth Management, LLC | 0.15% | No change | 9,496 | $641K |
| Capital Planning Advisors, LLC | 0.10% | Reduce -69.0% | 9,460 | $639K |
| Laurel Wealth Advisors LLC | 0.10% | Add +2.1% | 9,440 | $637K |
| Fortis Advisors, LLC | 0.41% | Add +9.9% | 9,380 | $633K |
| National Wealth Management Group, LLC | 0.43% | Reduce -73.1% | 9,376 | $633K |
| Key Financial Inc | 0.14% | Reduce -2.1% | 9,264 | $625K |
| Talon Private Wealth, LLC | 0.13% | — | 9,235 | $623K |
| Precision Wealth Strategies, LLC | 0.57% | Add +21.8% | 9,196 | $621K |
| Catalyst Financial Partners LLC | 0.12% | New | 9,097 | $614K |
| Source Financial Advisors LLC | 0.18% | Reduce -6.2% | 9,023 | $609K |
| Mission Creek Capital Partners, Inc. | 0.14% | No change | 9,009 | $608K |
| Fourpath Capital Management, LLC | 0.11% | Reduce -2.1% | 8,968 | $605K |
| Magnolia Capital Management Ltd. | 0.48% | No change | 8,895 | $601K |
| Summit Investment Advisory Services, LLC | 0.32% | New | 8,855 | $598K |
| Headlands Technologies LLC | 0.07% | New | 8,844 | $597K |
| Evernest Financial Advisors, LLC | 0.16% | Reduce -59.2% | 8,835 | $596K |
| Summit Financial Strategies, Inc. | 0.07% | Add +1.8% | 8,790 | $593K |
| Drucker Wealth 3.0, LLC | 0.14% | Reduce -0.5% | 8,736 | $590K |
| Citigroup Inc. | 0.00% | Add +4.8% | 8,721 | $589K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -66.7% | 8,714 | $588K |
| Arlington Trust Co LLC | 0.13% | New | 8,708 | $588K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +28.7% | 8,579 | $579K |
| Vanguard Group Inc. | 0.00% | Reduce -7.9% | 8,508 | $574K |
| Atlas Private Wealth Advisors | 0.08% | Reduce -2.0% | 8,436 | $569K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -8.4% | 8,255 | $567K |
| Chemistry Wealth Management LLC | 0.14% | Reduce -0.4% | 8,376 | $565K |
| Heritage Wealth Partners, LLC | 0.66% | Add +23.3% | 8,267 | $558K |
| Thompson Davis & Co., Inc. | 0.41% | Reduce -1.8% | 8,200 | $554K |
| Raleigh Capital Management Inc. | 0.21% | Reduce -4.2% | 8,128 | $549K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.5% | 8,128 | $549K |
| ORBA Wealth Advisors, L.L.C. | 0.28% | Reduce -0.3% | 8,125 | $549K |
| Shira Ridge Wealth Management | 0.28% | Reduce -6.9% | 8,040 | $543K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +5.9% | 8,005 | $540K |
| Global Strategic Investment Solutions, LLC | 0.06% | No change | 8,000 | $540K |
| Acropolis Investment Management, LLC | 0.03% | Reduce -1.8% | 7,975 | $538K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.6% | 7,789 | $535K |
| Mach-1 Financial Group, LLC | 0.32% | Add +7.0% | 7,744 | $523K |
| Sendero Wealth Management, LLC | 0.08% | New | 7,658 | $517K |
| MJP Associates Inc. | 0.10% | Add +0.2% | 7,646 | $516K |
| Lavaca Capital LLC | 0.25% | New | 7,633 | $515K |
| American Financial Advisors, LLC | 0.07% | Add +59.7% | 7,618 | $514K |
| AJ Advisors, LLC | 0.26% | Reduce -1.2% | 7,617 | $514K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Add +75.3% | 7,588 | $512K |
| High Note Wealth, LLC | 0.14% | Reduce -0.4% | 7,504 | $507K |
| Outlook Wealth Advisors, LLC | 0.14% | Reduce -8.7% | 7,440 | $502K |
| LongView Wealth Management | 0.16% | Add +14.7% | 7,324 | $494K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +1.0% | 7,279 | $491K |
| Integrated Advisors Network LLC | 0.02% | Reduce -7.6% | 7,242 | $489K |
| Fiduciary Financial Group, LLC | 0.11% | Add +0.3% | 6,981 | $471K |
| Accredited Investors Inc. | 0.03% | New | 6,919 | $467K |
| PFG Private Wealth Management, LLC | 0.27% | Add +1.6% | 6,865 | $463K |
| M&R Capital Management Inc. | 0.10% | Add +126.4% | 6,864 | $463K |
| FLC Capital Advisors | 0.11% | Reduce -5.4% | 6,776 | $457K |
| Brio Consultants, LLC | 0.07% | Add +12.1% | 6,721 | $454K |
| MY Wealth Management Inc. | 0.46% | Add +22.0% | 6,648 | $449K |
| Jacobi Capital Management LLC | 0.03% | New | 6,631 | $448K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.0% | 6,619 | $447K |
| MGB Wealth Management, LLC | 0.16% | No change | 6,536 | $441K |
| Allworth Financial LP | 0.00% | Reduce -23.0% | 6,466 | $437K |
| Metis Global Partners, LLC | 0.01% | Reduce -64.0% | 6,443 | $435K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +0.3% | 6,417 | $433K |
| Campbell Wealth Management | 0.04% | Reduce -0.6% | 6,384 | $431K |
| Founders Financial Alliance, LLC | 0.12% | No change | 6,332 | $427K |
| Encompass More Asset Management | 0.16% | Add +13.0% | 6,313 | $426K |
| Stratos Investment Management, LLC | 0.03% | New | 6,296 | $425K |
| Trail Ridge Investment Advisors, LLC | 0.20% | Add +1.7% | 6,210 | $422K |
| Optivise Advisory Services LLC | 0.22% | Reduce -5.6% | 6,178 | $417K |
| Destiny Wealth Partners, LLC | 0.07% | Reduce -11.3% | 6,134 | $414K |
| Inspire Advisors, LLC | 0.05% | Add +31.5% | 6,086 | $411K |
| Trust Co of the South | 0.09% | No change | 6,079 | $410K |
| Carmichael Hill & Associates, Inc. | 0.15% | Add +67.9% | 6,050 | $408K |
| Berger Financial Group, Inc | 0.03% | Add +0.9% | 5,952 | $402K |
| CHURCHILL MANAGEMENT Corp | 0.00% | No change | 5,910 | $399K |
| Wilson & Boucher Capital Management, LLC | 0.27% | No change | 5,900 | $398K |
| Caitlin John, LLC | 0.26% | Add +31.7% | 5,666 | $398K |
| Citizens Financial Group Inc. | 0.01% | Add +6.5% | 5,889 | $398K |
| Sequent Planning LLC | 0.14% | Reduce -78.2% | 5,859 | $396K |
| Capstone Wealth Management Group, LLC | 0.23% | Reduce -15.9% | 5,788 | $391K |
| Tiaa Trust, National Association | 0.00% | No change | 5,751 | $388K |
| Westside Investment Management, Inc. | 0.08% | No change | 5,803 | $388K |
| Defined Wealth Management, LLC | 0.25% | Add +4.0% | 5,720 | $386K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -36.1% | 5,607 | $379K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 5,597 | $378K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -18.4% | 5,592 | $377K |
| Colonial River Investments, LLC | 0.19% | Reduce -1.6% | 5,584 | $377K |
| TPG Financial Advisors, LLC | 0.17% | No change | 5,575 | $376K |
| Arrowroot Family Office, LLC | 0.22% | No change | 5,520 | $373K |
| Partnership Wealth Management, LLC | 0.26% | Add +120.0% | 5,500 | $371K |
| PAX Financial Group, LLC | 0.07% | Reduce -83.6% | 5,463 | $369K |
| Northstar Group, Inc. | 0.07% | No change | 5,400 | $365K |
| Diligent Investors, LLC | 0.08% | No change | 5,370 | $363K |
| Macroview Investment Management LLC | 0.35% | No change | 5,357 | $362K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -20.3% | 5,349 | $361K |
| Vestia Personal Wealth Advisors | 0.34% | Add +3003.4% | 113,708 | $360K |
| Pure Financial Advisors, LLC | 0.01% | New | 5,328 | $360K |
| TCP Asset Management, LLC | 0.08% | Reduce -62.9% | 5,290 | $357K |
| Frisch Financial Group, Inc. | 0.11% | Add +48.7% | 5,292 | $357K |
| Apriem Advisors | 0.04% | No change | 5,269 | $356K |
| Lion Street Advisors, LLC | 0.12% | Add +11.9% | 5,198 | $351K |
| Hardy Reed LLC | 0.03% | No change | 5,177 | $350K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 5,129 | $346K |
| 3EDGE Asset Management, LP | 0.02% | Reduce -13.1% | 5,067 | $342K |
| Inspirion Wealth Advisors, LLC | 0.05% | Add +1.6% | 5,031 | $340K |
| Mather Group, Llc. | 0.00% | Add +2.9% | 5,008 | $338K |
| Fulton Bank, N.A. | 0.01% | Add +3.0% | 5,005 | $338K |
| Santori & Peters, Inc. | 0.13% | No change | 4,984 | $336K |
| Absolute Capital Management, LLC | 0.20% | New | 4,981 | $336K |
| Moody National Bank Trust Division | 0.04% | New | 4,925 | $332K |
| Heartwood Wealth Advisors LLC | 0.04% | Add +0.0% | 4,876 | $329K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | No change | 4,804 | $324K |
| CWA Asset Management Group, LLC | 0.02% | — | 4,753 | $321K |
| Concorde Asset Management, LLC | 0.18% | Reduce -9.8% | 4,706 | $318K |
| Fiducient Advisors LLC | 0.04% | No change | 4,690 | $317K |
| Thrive Capital Management, LLC | 0.15% | Reduce -4.5% | 4,649 | $314K |
| Balefire, LLC | 0.10% | Add +1.5% | 4,591 | $310K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +13.8% | 4,523 | $305K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -8.9% | 4,518 | $305K |
| Forte Capital LLC | 0.03% | Reduce -21.9% | 4,431 | $299K |
| TFB Advisors LLC | 0.09% | Add +0.4% | 4,422 | $299K |
| Sei Investments Co. | 0.00% | Reduce -0.5% | 4,392 | $297K |
| Impact Partnership Wealth, LLC | 0.07% | Reduce -3.5% | 4,391 | $296K |
| Bright Futures Wealth Management, LLC. | 0.14% | Add +5.9% | 4,249 | $290K |
| Plan Group Financial, LLC | 0.15% | Add +0.3% | 4,288 | $289K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +2.6% | 4,237 | $286K |
| Patten Group, Inc. | 0.06% | Add +10.5% | 4,232 | $286K |
| Welch & Forbes LLC | 0.00% | New | 4,219 | $285K |
| SageView Advisory Group, LLC | 0.01% | Reduce -3.6% | 4,218 | $285K |
| Argent Trust Co | 0.01% | No change | 4,209 | $284K |
| Silverlake Wealth Management LLC | 0.11% | Reduce -9.2% | 4,161 | $281K |
| Southland Equity Partners LLC | 0.07% | Add +31.2% | 4,155 | $281K |
| ProVise Management Group, LLC | 0.02% | Reduce -0.7% | 4,155 | $281K |
| Bernardo Wealth Planning LLC | 0.07% | Add +0.3% | 4,071 | $279K |
| New Wave Wealth Advisors LLC | 0.13% | Reduce -13.7% | 4,104 | $277K |
| Heritage Oak Wealth Advisors LLC | 0.13% | New | 4,104 | $277K |
| RCS Financial Planning, LLC | 0.15% | Reduce -17.8% | 4,089 | $276K |
| Regions Financial Corp. | 0.00% | New | 4,072 | $275K |
| Zimmermann Investment Management & Planning LLC | 0.08% | New | 4,052 | $274K |
| Amara Financial, Llc. | 0.26% | — | 4,042 | $273K |
| Inscription Capital, LLC | 0.04% | New | 4,035 | $272K |
| Fusion Family Wealth, LLC | 0.03% | No change | 4,023 | $272K |
| FF Advisors,LLC | 0.18% | Reduce -6.1% | 3,952 | $272K |
| Schulz Wealth, LTD. | 0.21% | New | 4,020 | $271K |
| Lantern Wealth Advisors, LLC | 0.19% | Add +12.0% | 4,019 | $271K |
| Romano Brothers and Company | 0.03% | No change | 4,000 | $270K |
| Verus Capital Partners, LLC | 0.03% | Reduce -3.4% | 3,968 | $268K |
| Pineridge Advisors LLC | 0.10% | Reduce -5.7% | 3,953 | $267K |
| Harbor Advisory Corp. | 0.09% | No change | 3,936 | $266K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.1% | 3,886 | $262K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.9% | 3,842 | $259K |
| Cerro Pacific Wealth Advisors LLC | 0.10% | No change | 4,049 | $259K |
| Prosperity Wealth Management, Inc. | 0.10% | No change | 3,808 | $257K |
| Personal Cfo Solutions, LLC | 0.04% | New | 3,803 | $257K |
| Meridian Wealth Advisors, LLC | 0.04% | Add +0.1% | 3,777 | $255K |
| Shotwell Rutter Baer Inc | 0.21% | Reduce -9.5% | 3,784 | $255K |
| Bricktown Capital, LLC | 0.05% | New | 3,750 | $253K |
| Main Street Financial Solutions, LLC | 0.02% | Add +4.9% | 3,746 | $253K |
| Asset Allocation Strategies LLC | 0.07% | Reduce -41.3% | 3,744 | $253K |
| Private Client Services, LLC | 0.14% | Reduce -24.7% | 3,743 | $253K |
| Marcum Wealth, LLC | 0.02% | New | 3,737 | $252K |
| Claro Advisors Inc. | 0.03% | New | 3,704 | $250K |
| Affiance Financial, LLC | 0.06% | No change | 3,702 | $250K |
| Claris Advisors, LLC / Mo / | 0.11% | No change | 3,701 | $250K |
| Sandy Spring Bank | 0.01% | Reduce -5.5% | 3,689 | $249K |
| Guidance Capital, Inc. | 0.08% | New | 3,583 | $246K |
| Cibc World Market Inc. | 0.00% | Add +3.5% | 3,625 | $245K |
| Wealthquest Corp | 0.02% | Reduce -22.0% | 3,649 | $244K |
| Napatree Capital LLC | 0.17% | Add +2.3% | 3,603 | $243K |
| Chesapeake Asset Management LLC | 0.21% | Add +2962.4% | 3,583 | $242K |
| New Republic Capital, LLC | 0.14% | Reduce -8.1% | 3,560 | $240K |
| Virtue Capital Management, LLC | 0.05% | Reduce -62.1% | 3,551 | $240K |
| BCGM Wealth Management, LLC | 0.08% | Reduce -5.2% | 3,542 | $239K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -6.8% | 3,536 | $239K |
| Baird Financial Group, Inc. | 0.00% | New | 3,527 | $238K |
| Orion Capital Management LLC | 0.11% | Add +0.3% | 3,502 | $236K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,496 | $236K |
| Total Clarity Wealth Management, Inc. | 0.08% | Reduce -16.1% | 3,485 | $235K |
| Center For Asset Management LLC | 0.14% | New | 3,481 | $235K |
| Osborne Partners Capital Management, LLC | 0.01% | New | 3,454 | $233K |
| Laraway Financial Advisors Inc | 0.18% | New | 3,397 | $229K |
| Retirement Planning Group, LLC | 0.01% | New | 3,374 | $228K |
| Main Line Retirement Advisors, LLC | 0.15% | Add +0.3% | 3,321 | $224K |
| Linscomb Wealth, Inc. | 0.01% | No change | 3,318 | $224K |
| Certified Advisory Corp | 0.02% | Reduce -4.3% | 3,317 | $224K |
| Rockline Wealth Management, LLC | 0.06% | New | 3,308 | $223K |
| Tru Independence Asset Management 2, LLC | 0.19% | — | 3,286 | $222K |
| Councilor Wealth, LLC | 0.11% | Reduce -0.2% | 3,220 | $217K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 3,196 | $216K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 3,109 | $210K |
| Boomfish Wealth Group, LLC | 0.13% | New | 3,098 | $209K |
| Sandy Cove Advisors, LLC | 0.09% | New | 3,089 | $209K |
| Consolidated Portfolio Review Corp | 0.05% | New | 3,041 | $205K |
| DGS Capital Management, LLC | 0.06% | Reduce -3.8% | 3,033 | $205K |
| Aaron Wealth Advisors LLC | 0.02% | New | 3,022 | $204K |
| Kestra Investment Management, LLC | 0.01% | New | 3,009 | $203K |
| Atlas Wealth LLC | 0.13% | New | 3,000 | $203K |
| Sequent Asset Management, LLC | 0.10% | Reduce -50.0% | 2,983 | $201K |
| M3 Advisory Group, LLC | 0.15% | Reduce -61.8% | 2,975 | $201K |
| PVG Asset Management Corp. | 0.81% | New | 2,971 | $201K |
| Greenup Street Wealth Management LLC | 0.04% | New | 2,968 | $200K |
| RB Capital Management, LLC | 0.05% | New | 2,967 | $200K |
| Motco | 0.02% | No change | 2,849 | $192K |
| NorthRock Partners, LLC | 0.01% | Add +2.2% | 2,844 | $192K |
| SWAN Capital LLC | 0.09% | New | 2,838 | $192K |
| Breakwater Investment Management | 0.08% | Add +3.4% | 2,763 | $187K |
| Provident Wealth Management, LLC | 0.06% | No change | 2,691 | $182K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,633 | $178K |
| NFSG Corp | 0.06% | Add +0.2% | 2,354 | $159K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,352 | $159K |
| Darwin Wealth Management, LLC | 0.04% | New | 2,325 | $157K |
| Financial Gravity Companies, Inc. | 0.04% | — | 2,316 | $156K |
| PrairieView Partners, LLC | 0.02% | Add +10.9% | 2,270 | $153K |
| Glassman Wealth Services | 0.03% | No change | 2,207 | $149K |
| Arcadia Investment Management Corp. | 0.02% | Reduce -13.7% | 2,200 | $149K |
| Winthrop Capital Management, LLC | 0.07% | No change | 2,172 | $147K |
| BlackRock, Inc. | 0.00% | — | 2,087 | $141K |
| Phillips Financial Management, LLC | 0.01% | Reduce -23.8% | 2,025 | $137K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,000 | $135K |
| Signaturefd, LLC | 0.00% | Reduce -47.1% | 1,952 | $132K |
| Dagco, Inc. | 0.05% | Add +4.6% | 1,918 | $129K |
| Financial Connections Group, Inc. | 0.06% | Add +0.1% | 1,811 | $122K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,700 | $115K |
| Castleview Partners, LLC | 0.07% | Reduce -34.6% | 1,674 | $113K |
| Parallel Advisors, LLC | 0.00% | Add +549.6% | 1,624 | $110K |
| Peterson Financial Group, Inc. | 0.41% | New | 1,559 | $105K |
| Ancora Advisors LLC | 0.00% | Add +35.3% | 1,519 | $103K |
| Barclays PLC | 0.00% | Add +170.0% | 1,350 | $91K |
| Paladin Advisory Group, LLC | 0.07% | Add +6.8% | 1,319 | $89K |
| Safe Harbor Fiduciary, LLC | 0.08% | — | 1,235 | $83K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,119 | $76K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -55.0% | 1,126 | $75K |
| Webster Bank, N. A. | 0.01% | Add +120.0% | 1,100 | $74K |
| Dunhill Financial, LLC | 0.03% | New | 989 | $67K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 958 | $65K |
| Winch Advisory Services, LLC | 0.02% | Add +0.3% | 931 | $63K |
| Salomon & Ludwin, LLC | 0.01% | No change | 925 | $62K |
| Smithfield Trust Co | 0.00% | No change | 925 | $62K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Add +44.3% | 912 | $62K |
| Ballast Advisors LLC | 0.02% | No change | 884 | $60K |
| Rothschild Investment LLC | 0.00% | Reduce -59.9% | 802 | $54K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 797 | $54K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 790 | $53K |
| Creekmur Asset Management LLC | 0.01% | Add +3595.2% | 776 | $52K |
| Sound Income Strategies, LLC | 0.00% | Add +7.7% | 769 | $52K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 765 | $52K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 745 | $50K |
| Arax Advisory Partners | 0.00% | No change | 724 | $49K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.1% | 705 | $48K |
| NBT Bank, N.A. | 0.00% | No change | 678 | $46K |
| Beacon Capital Management, LLC | 0.01% | Add +0.3% | 672 | $45K |
| Provenance Wealth Advisors, LLC | 0.01% | New | 646 | $44K |
| ESL Trust Services, LLC | 0.01% | No change | 643 | $43K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 641 | $43K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +720.5% | 640 | $43K |
| Venturi Wealth Management, LLC | 0.00% | No change | 620 | $42K |
| Wolff Wiese Magana LLC | 0.03% | No change | 563 | $38K |
| Highline Wealth Partners LLC | 0.01% | Reduce -74.6% | 539 | $36K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -2.3% | 505 | $34K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 500 | $34K |
| Ascentis Wealth Management, LLC | 0.01% | — | 483 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Add +45.7% | 472 | $32K |
| Blue Trust, Inc. | 0.00% | New | 486 | $31K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 429 | $29K |
| Ruedi Wealth Management, Inc. | 0.01% | Add +7.8% | 426 | $29K |
| Colonial Trust Co / SC | 0.00% | Reduce -29.6% | 409 | $28K |
| Realta Investment Advisors | 0.01% | Reduce -91.2% | 392 | $27K |
| Toth Financial Advisory Corp. | 0.00% | No change | 394 | $27K |
| Chilton Capital Management LLC | 0.00% | Add +42.0% | 372 | $25K |
| Sachetta, LLC | 0.01% | Reduce -78.0% | 357 | $24K |
| Johnson Financial Group, Inc. | 0.00% | New | 327 | $22K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +61.0% | 293 | $20K |
| Bray Capital Advisors | 0.00% | No change | 290 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -40.9% | 277 | $19K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 265 | $18K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -89.5% | 256 | $17K |
| Bristlecone Advisors, LLC | 0.00% | New | 242 | $16K |
| New Millennium Group LLC | 0.01% | New | 211 | $14K |
| FPC Investment Advisory, Inc. | 0.01% | No change | 210 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 190 | $13K |
| Tucker Asset Management LLC | 0.00% | Reduce -33.8% | 176 | $12K |
| Oakworth Capital, Inc. | 0.00% | Reduce -96.0% | 172 | $12K |
| AllSquare Wealth Management LLC | 0.01% | No change | 160 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | New | 148 | $10K |
| Ironwood Wealth Management, LLC. | 0.00% | No change | 145 | $10K |
| WealthCollab, LLC | 0.01% | New | 141 | $10K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 141 | $10K |
| SouthState Bank Corp | 0.00% | No change | 139 | $9K |
| Evolution Advisers, Inc. | 0.00% | New | 143 | $9K |
| First Horizon Advisors, Inc. | 0.00% | New | 133 | $9K |
| REAP Financial Group, LLC | 0.00% | New | 128 | $9K |
| Painted Porch Advisors LLC | 0.00% | No change | 126 | $9K |
| Providence Capital Advisors, LLC | 0.00% | No change | 125 | $8K |
| Crewe Advisors LLC | 0.00% | New | 116 | $8K |
| Truvestments Capital LLC | 0.00% | New | 116 | $8K |
| Rakuten Securities, Inc. | 0.00% | Reduce -87.3% | 108 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Add +85.7% | 104 | $7K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -11.7% | 98 | $7K |
| Eastern Bank | 0.00% | New | 97 | $7K |
| Amundi | 0.00% | Reduce -75.8% | 96 | $6K |
| Country Trust Bank | 0.00% | New | 85 | $6K |
| Horizon Bancorp Inc. | 0.00% | Reduce -27.3% | 80 | $5K |
| Tsfg, LLC | 0.00% | Add +2333.3% | 73 | $5K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 68 | $5K |
| Element Wealth, LLC | 0.00% | No change | 65 | $4K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 65 | $4K |
| Avion Wealth | 0.00% | No change | 46 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 43 | $3K |
| ORG Partners LLC | 0.00% | Reduce -93.2% | 43 | $3K |
| Nemes Rush Group LLC | 0.00% | Reduce -70.0% | 45 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | New | 24 | $2K |
| Davis Capital Management | 0.00% | No change | 21 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 20 | $1K |
| Bfsg, LLC | 0.00% | Reduce -60.0% | 16 | $1K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -35.0% | 13 | $878 |
| Manchester Capital Management LLC | 0.00% | No change | 10 | $685 |
| Optimum Investment Advisors | 0.00% | No change | 10 | $675 |
| Versant Capital Management, Inc | 0.00% | No change | 9 | $630 |
| Howe & Rusling Inc. | 0.00% | No change | 8 | $544 |
| Montag A & Associates Inc. | 0.00% | No change | 6 | $406 |
| Princeton Global Asset Management LLC | 0.00% | No change | 6 | $405 |
| Albion Financial Group | 0.00% | No change | 5 | $338 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 3 | $203 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 3 | $203 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $68 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $68 |
| Quent Capital, LLC | 0.00% | New | 1 | $68 |
"% 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.