Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q4 2024 (December 31)1,254holders +158
111new positions
49sold out
6famous investors
$68.95avg. 13F price*
At the end of Q4 2024, 1,254 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 158 from Q3 2024. 111 opened new positions and 49 sold out. The largest holders were Betterment LLC ($3.6B), LPL Financial LLC ($2.7B) and Creative Planning ($2.1B). 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 (Q4 2024)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $508.3M |
| Exits | 49 | $190.9M |
All 13F filers, Q3 2024 → Q4 2024: 75,577,149 shares bought and 16,305,635 shares sold, net +59,271,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,254 holders
| Betterment LLC | 8.70% | Add +7.8% | 52,912,384 | $3.6B |
| LPL Financial LLC | 1.10% | Add +10.3% | 39,316,849 | $2.7B |
| Creative Planning | 2.04% | Add +3.1% | 30,413,021 | $2.1B |
| Jones Financial Companies LLLP | 1.02% | Add +14332.4% | 15,584,437 | $1.1B |
| Invesco Ltd. | 0.20% | Add +17.0% | 15,463,978 | $1.1B |
| Envestnet Asset Management Inc. | 0.29% | Add +14.5% | 12,924,595 | $891.0M |
| Advance Capital Management, Inc. | 38.59% | Reduce -2.5% | 12,226,421 | $842.9M |
| Morgan Stanley | 0.05% | Add +3.6% | 9,849,034 | $679.0M |
| Osaic Holdings, Inc. | 1.48% | Add +22.5% | 9,551,609 | $658.5M |
| JPMorgan Chase & Co. | 0.05% | Reduce -11.4% | 9,426,927 | $649.9M |
| Allianz Asset Management GmbH | 0.93% | Reduce -13.9% | 9,269,022 | $639.0M |
| Sumitomo Life Insurance Co. | 11.78% | Add +18.4% | 9,052,600 | $624.1M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 5.29% | Add +18.5% | 8,953,000 | $617.2M |
| Cwm, LLC | 2.25% | Add +9.1% | 7,871,008 | $542.6M |
| OneDigital Investment Advisors LLC | 6.05% | Add +0.2% | 7,571,579 | $522.0M |
| Bank of America Corp. | 0.05% | Reduce -15.6% | 7,179,840 | $495.0M |
| Clark Capital Management Group, Inc. | 3.43% | Add +10.7% | 7,116,129 | $490.6M |
| Financial Engines Advisors L.L.C. | 0.73% | Add +0.4% | 5,014,392 | $345.7M |
| Gradient Investments LLC | 6.64% | Add +44.3% | 4,755,325 | $327.8M |
| 1900 Wealth Management LLC | 27.29% | Add +4.8% | 4,704,127 | $325.3M |
| Ameriprise Financial Inc. | 0.08% | Add +19.9% | 4,698,481 | $324.0M |
| Manufacturers Life Insurance Company, The | 0.28% | Add +16.6% | 4,619,911 | $318.5M |
| Stadion Money Management, LLC | 24.31% | Reduce -5.3% | 4,506,659 | $310.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +180.9% | 4,354,621 | $300.2M |
| Advocacy Wealth Management, LLC | 22.51% | Reduce -9.7% | 4,294,685 | $296.1M |
| Private Advisor Group, LLC | 1.58% | Add +4.5% | 4,058,916 | $279.8M |
| GM Advisory Group, LLC | 15.42% | Add +16.4% | 4,040,140 | $278.5M |
| Raymond James Financial Inc. | 0.10% | — | 3,914,161 | $269.8M |
| TD Private Client Wealth LLC | 6.97% | Add +12.8% | 3,613,912 | $249.1M |
| Wealthcare Advisory Partners LLC | 6.90% | Add +6.2% | 3,605,020 | $248.5M |
| Capital Analysts, LLC | 9.80% | Add +0.3% | 3,540,572 | $244.1M |
| HighTower Advisors, LLC | 0.33% | Add +57.5% | 3,504,658 | $241.6M |
| Two Sigma Investments, LP | 0.57% | Add +164.3% | 3,437,600 | $237.0M |
| NorthRock Partners, LLC | 7.24% | Add +113095.3% | 3,219,273 | $221.9M |
| Natixis Advisors, LLC | 0.41% | Add +200.4% | 3,179,840 | $219.2M |
| Assetmark, Inc. | 0.59% | Reduce -8.4% | 3,154,869 | $217.5M |
| Independent Advisor Alliance | 2.80% | Add +2019.1% | 3,066,946 | $211.4M |
| Wells Fargo & Company | 0.05% | Add +6.0% | 2,716,815 | $187.3M |
| Cetera Investment Advisers | 0.38% | Add +12.3% | 2,664,733 | $183.7M |
| Peterson Wealth Advisors, LLC | 29.70% | Reduce -1.4% | 2,366,964 | $164.8M |
| Mariner, LLC | 0.27% | Reduce -0.8% | 2,368,661 | $163.3M |
| AE Wealth Management LLC | 1.37% | Reduce -4.8% | 2,343,820 | $161.6M |
| Global Retirement Partners, LLC | 4.62% | Add +4.3% | 2,340,449 | $161.4M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +5.3% | 2,204,467 | $152.0M |
| NewEdge Advisors, LLC | 0.87% | Add +20.9% | 2,099,841 | $144.8M |
| Norinchukin Bank, The | 3.03% | New | 2,076,790 | $143.2M |
| Tennessee Valley Asset Management Partners | 21.79% | Reduce -1.3% | 1,888,722 | $130.2M |
| Austin Private Wealth, LLC | 11.93% | Add +0.2% | 1,843,551 | $127.1M |
| Spinnaker Trust | 7.85% | Add +126.5% | 1,806,414 | $124.5M |
| Cambridge Investment Research Advisors, Inc. | 0.41% | Add +9.7% | 1,798,653 | $124.0M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +23.6% | 1,763,706 | $121.6M |
| Sand Hill Global Advisors, LLC | 4.85% | Add +0.6% | 1,663,681 | $114.7M |
| Aptus Capital Advisors, LLC | 1.31% | Add +24.9% | 1,595,653 | $110.0M |
| UBS Group AG | 0.02% | Add +52.9% | 1,584,244 | $109.2M |
| MML Investors Services, LLC | 0.38% | Add +13.0% | 1,580,015 | $108.9M |
| Good Life Advisors, LLC | 7.92% | Add +3.7% | 1,578,323 | $108.8M |
| UNIVEST FINANCIAL Corp | 6.86% | Add +31.7% | 1,576,445 | $108.7M |
| Integrated Wealth Concepts LLC | 1.22% | Reduce -0.9% | 1,518,849 | $104.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7.92% | Add +6.5% | 1,415,118 | $97.6M |
| AlphaStar Capital Management, LLC | 9.83% | Reduce -17.3% | 1,364,468 | $94.1M |
| KWB Wealth | 11.12% | Reduce -2.2% | 1,329,636 | $89.8M |
| Standpoint Asset Management, LLC | 17.00% | No change | 1,279,200 | $88.2M |
| Taiyo Life Insurance Co. | 6.90% | Reduce -20.1% | 1,235,500 | $85.2M |
| State Street Corp. | 0.00% | Reduce -3.1% | 1,224,824 | $84.4M |
| RiverFront Investment Group, LLC | 1.91% | Add +2.1% | 1,219,301 | $84.1M |
| Royal Bank of Canada | 0.02% | Add +18.8% | 1,188,342 | $81.9M |
| Agur Provident & Training Funds Management Ltd. | 29.76% | Reduce -32.5% | 1,128,194 | $77.8M |
| Stratos Wealth Partners, LTD. | 1.09% | Reduce -12.4% | 1,110,251 | $76.5M |
| Compass Ion Advisors, LLC | 9.02% | Add +0.3% | 1,102,789 | $76.0M |
| CFS Investment Advisory Services, LLC | 6.77% | Reduce -0.7% | 1,095,206 | $75.5M |
| OneAscent Financial Services LLC | 6.28% | New | 1,071,126 | $73.8M |
| Horizon Wealth Management, LLC | 12.64% | Reduce -13.3% | 1,053,759 | $72.6M |
| Commonwealth Equity Services, LLC | 0.11% | Add +14.2% | 1,048,412 | $72.3M |
| 49 Wealth Management, LLC | 10.05% | Add +20.7% | 1,022,501 | $70.5M |
| Kestra Advisory Services, LLC | 0.38% | Add +2.4% | 1,011,062 | $69.7M |
| Badgley Phelps Wealth Managers, LLC | 1.62% | Add +1.2% | 1,008,412 | $69.5M |
| Armstrong Advisory Group, Inc. | 5.50% | Add +3.4% | 998,848 | $68.9M |
| Intrua Financial, LLC | 11.12% | Reduce -3.9% | 993,102 | $68.5M |
| N.E.W. Advisory Services LLC | 6.42% | Reduce -20.8% | 980,244 | $67.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.27% | Add +84.2% | 976,167 | $67.6M |
| Crews Bank & Trust | 11.26% | — | 969,010 | $66.8M |
| Allen Capital Group, LLC | 7.86% | Reduce -1.4% | 930,358 | $64.1M |
| First Command Advisory Services, Inc. | 0.60% | New | 925,058 | $63.8M |
| Vertex Planning Partners, LLC | 13.90% | Add +89.7% | 913,782 | $63.0M |
| Brown Financial Advisory | 44.73% | Add +3.2% | 911,088 | $62.8M |
| Sterling Group Wealth Management, LLC | 32.20% | Add +3.1% | 900,222 | $62.1M |
| Detalus Advisors, LLC | 20.38% | Add +1.2% | 897,737 | $61.9M |
| Security Financial Services, INC. | 12.56% | Reduce -1.4% | 894,743 | $61.7M |
| Lifelong Wealth Advisors, Inc. | 27.22% | — | 880,614 | $60.5M |
| Great Valley Advisor Group, Inc. | 1.35% | Add +14.5% | 876,615 | $60.4M |
| O'Dell Group, LLC | 13.53% | Reduce -1.7% | 868,710 | $59.9M |
| New Perspectives, Inc | 32.03% | Reduce -1.9% | 866,924 | $59.8M |
| Wealthspire Advisors, LLC | 0.59% | Add +9.9% | 863,733 | $59.5M |
| O'Brien Wealth Partners LLC | 10.69% | Add +13.9% | 860,342 | $59.3M |
| One Wealth Advisors, LLC | 8.78% | Add +0.3% | 858,021 | $59.2M |
| IHT Wealth Management, LLC | 1.90% | Add +7.9% | 852,437 | $58.8M |
| Integrity Alliance, Llc. | 6.33% | — | 846,773 | $58.4M |
| Avidian Wealth Enterprises, LLC | 2.60% | Add +1.0% | 840,241 | $57.9M |
| Savant Capital, LLC | 0.45% | Reduce -19.4% | 835,452 | $57.6M |
| Americana Partners, LLC | 2.29% | Reduce -16.2% | 813,057 | $56.1M |
| Auour Investments LLC | 19.52% | Add +1.1% | 788,245 | $55.8M |
| Park Avenue Securities LLC | 0.57% | Add +8.3% | 806,460 | $55.6M |
| Principal Securities, Inc. | 1.25% | Add +13.5% | 802,689 | $55.3M |
| Horst & Graben Wealth Management LLC | 9.80% | Reduce -2.7% | 798,881 | $55.1M |
| Revere Asset Management, Inc | 44.53% | Add +15.2% | 761,210 | $52.5M |
| Harbour Investments, Inc. | 1.50% | Add +12.4% | 758,971 | $52.3M |
| IAG Wealth Partners, LLC | 9.19% | Add +5.0% | 755,471 | $52.1M |
| Snowden Capital Advisors LLC | 1.63% | Add +16.2% | 754,502 | $52.0M |
| Denver Wealth Management, Inc. | 22.93% | Reduce -0.6% | 738,657 | $50.9M |
| Private Wealth Group, LLC | 24.70% | Add +1.8% | 732,818 | $50.5M |
| Physician Wealth Advisors, Inc. | 8.45% | Add +1.1% | 725,565 | $50.0M |
| Priebe Wealth Holdings LLC | 33.76% | Add +6.3% | 722,559 | $49.8M |
| North Star Asset Management Inc. | 2.20% | Add +11.1% | 721,181 | $49.7M |
| Eagle Strategies LLC | 8.59% | Add +4.1% | 719,929 | $49.6M |
| Brookstone Capital Management | 0.72% | Reduce -21.4% | 715,568 | $49.3M |
| Janus Henderson Group PLC | 0.03% | New | 713,740 | $49.2M |
| ODonnell Financial Services, LLC | 20.17% | Reduce -0.1% | 720,483 | $48.2M |
| Financial Enhancement Group LLC | 7.20% | Add +863.8% | 688,459 | $47.1M |
| Kickstand Ventures, Llc. | 11.99% | Add +3.8% | 680,994 | $46.9M |
| Ascent Group, LLC | 3.51% | Reduce -1.2% | 678,771 | $46.8M |
| Leading Edge Financial Planning LLC | 15.14% | Add +2.0% | 669,525 | $46.2M |
| CCG Wealth Management, LLC | 25.22% | Reduce -2.0% | 656,921 | $45.3M |
| Thrivent Financial for Lutherans | 0.09% | Add +0.6% | 629,451 | $44.3M |
| Gladstone Institutional Advisory LLC | 2.05% | Add +21.1% | 639,868 | $44.1M |
| Merit Financial Group, LLC | 0.79% | Reduce -4.3% | 634,431 | $43.7M |
| Keystone Financial Group | 4.23% | Add +1.5% | 621,668 | $42.9M |
| Penobscot Wealth Management | 19.75% | Add +3.5% | 621,512 | $42.8M |
| Sanctuary Advisors, LLC | 0.27% | Add +2.3% | 592,277 | $42.1M |
| Clear Creek Financial Management, LLC | 4.51% | Reduce -3.7% | 605,774 | $41.8M |
| Sequoia Financial Advisors, LLC | 0.40% | Reduce -2.4% | 596,126 | $41.1M |
| Davidson Capital Management Inc. | 10.69% | Add +0.6% | 589,109 | $40.6M |
| Cahaba Wealth Management, Inc. | 3.32% | Reduce -1.7% | 581,586 | $40.1M |
| One Day In July LLC | 4.16% | Add +20.5% | 575,280 | $39.7M |
| Flagship Harbor Advisors, LLC | 2.07% | Add +5.0% | 570,783 | $39.3M |
| Maia Wealth LLC | 8.38% | Add +0.2% | 552,033 | $38.9M |
| Strategic Financial Partners, Ltd. | 19.56% | Reduce -0.5% | 555,775 | $38.3M |
| Buttonwood Financial Group, LLC | 21.08% | Add +0.8% | 532,192 | $38.1M |
| Western Wealth Management, LLC | 2.04% | Add +10.8% | 550,906 | $38.0M |
| Market Street Wealth Management Advisors LLC | 6.25% | Reduce -1.4% | 540,275 | $37.2M |
| Cornerstone Wealth Management, LLC | 2.51% | Add +0.6% | 539,175 | $37.2M |
| SOL Capital Management CO | 4.09% | Add +8.2% | 532,835 | $36.7M |
| US Bancorp \de | 0.05% | Add +3.7% | 531,359 | $36.6M |
| IFP Advisors, Inc | 1.19% | Reduce -0.4% | 528,452 | $36.4M |
| CSM Advisors, LLC | 1.69% | Add +59.0% | 524,459 | $36.2M |
| Compass Financial Services Inc | 20.44% | — | 523,627 | $36.1M |
| CreativeOne Wealth, LLC | 1.10% | Reduce -4.5% | 523,039 | $36.1M |
| Waverly Advisors, LLC | 0.55% | Add +89.6% | 511,027 | $35.2M |
| PSI Advisors, LLC | 10.45% | Add +2.2% | 510,805 | $35.2M |
| Cary Street Partners Financial LLC | 1.13% | — | 504,157 | $34.8M |
| First Heartland Consultants, Inc. | 3.47% | Reduce -1.9% | 491,155 | $33.9M |
| KMG Fiduciary Partners, LLC | 2.79% | Add +6.9% | 488,666 | $33.7M |
| Client 1ST Advisory Group, LLC | 12.60% | Reduce -0.1% | 475,046 | $32.7M |
| Fifth Third Bancorp | 0.12% | Add +4.9% | 472,487 | $32.6M |
| Moneta Group Investment Advisors LLC | 0.46% | Reduce -3.2% | 471,354 | $32.5M |
| Wealthspire Retirement, LLC | 2.56% | Add +1.6% | 469,636 | $32.4M |
| Highland Financial Advisors, LLC | 11.08% | Add +1.7% | 464,004 | $32.0M |
| Goodman Advisory Group, LLC | 9.33% | Add +1.7% | 458,887 | $31.6M |
| Sugarloaf Wealth Management, LLC | 5.96% | Add +1.6% | 456,286 | $31.5M |
| Principal Financial Group Inc. | 0.02% | Add +18.5% | 453,169 | $31.2M |
| Retirement Income Solutions, Inc. | 6.25% | Add +17.3% | 449,041 | $31.0M |
| Daido Life Insurance Co. | 3.73% | Reduce -34.2% | 440,783 | $30.4M |
| Atria Wealth Solutions, Inc. | 0.33% | Add +16.1% | 433,695 | $29.9M |
| Scarborough Advisors, LLC | 4.17% | Reduce -5.3% | 428,128 | $29.5M |
| Eldridge Investment Advisors, Inc. | 6.86% | Reduce -1.3% | 428,093 | $29.5M |
| Quantum Financial Planning Services, Inc. | 16.32% | — | 426,722 | $29.4M |
| Executive Wealth Management, LLC | 2.30% | Add +2.0% | 425,367 | $29.3M |
| TSA Wealth Managment LLC | 11.92% | Reduce -3.4% | 424,898 | $29.3M |
| Novem Group | 4.34% | — | 423,309 | $29.2M |
| Nottingham Advisors, Inc. | 3.67% | Reduce -4.5% | 420,060 | $29.0M |
| Walkner Condon Financial Advisors LLC | 5.73% | Add +0.2% | 409,300 | $28.2M |
| Ridgeline Wealth Planning, LLC | 26.98% | — | 408,871 | $28.2M |
| Parcion Private Wealth LLC | 2.15% | New | 408,285 | $28.1M |
| Bank Hapoalim BM | 4.73% | No change | 406,000 | $28.0M |
| Baird Financial Group, Inc. | 0.05% | Add +11321.8% | 402,848 | $27.8M |
| Procyon Advisors, LLC | 1.76% | Add +12.1% | 399,689 | $27.6M |
| Signal Advisors Wealth, LLC | 3.11% | Add +31.1% | 399,262 | $27.5M |
| Lloyd Advisory Services, LLC. | 13.04% | Reduce -9.2% | 399,132 | $27.5M |
| Montz Harcus Wealth Management LLC | 15.34% | Add +3.8% | 398,058 | $27.4M |
| NBZ Investment Advisors LLC | 15.27% | — | 395,602 | $27.3M |
| West Wealth Group, LLC | 8.11% | Reduce -9.5% | 394,194 | $27.2M |
| Crown Wealth Group, LLC | 11.01% | Reduce -13.1% | 392,493 | $27.1M |
| HM Payson & Co. | 0.46% | Reduce -35.5% | 389,450 | $26.8M |
| NorthCoast Asset Management LLC | 0.13% | Add +82.7% | 385,896 | $26.6M |
| RFG Advisory, LLC | 0.74% | Add +5.5% | 380,027 | $26.2M |
| Louisiana State Employees Retirement System | 0.49% | Reduce -32.8% | 379,800 | $26.2M |
| Liberty Square Wealth Partners LLC | 9.54% | — | 364,664 | $26.2M |
| Tableaux LLC | 21.34% | — | 374,089 | $25.8M |
| Broadway Wealth Solutions, Inc. | 19.37% | — | 370,357 | $25.5M |
| Larson Financial Group LLC | 1.32% | Reduce -6.5% | 370,321 | $25.5M |
| WCG Wealth Advisors LLC | 1.68% | Add +0.6% | 368,481 | $25.4M |
| Leslie Global Wealth, LLC | 11.55% | Add +26.6% | 361,067 | $24.9M |
| Financial Insights, Inc. | 9.59% | Reduce -7.7% | 359,871 | $24.8M |
| Knightsbridge Asset Management, LLC | 5.78% | Reduce -1.6% | 356,858 | $24.6M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.3% | 353,271 | $24.4M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -12.4% | 350,894 | $24.2M |
| Equitable Holdings, Inc. | 0.23% | Reduce -8.7% | 349,809 | $24.1M |
| Focus Financial Network, Inc. | 0.95% | Add +6.5% | 347,708 | $24.0M |
| Cerity Partners LLC | 0.05% | Add +282.9% | 339,150 | $23.4M |
| Wealth Advisors of Iowa, LLC | 11.73% | Add +0.9% | 337,299 | $23.3M |
| Level Four Advisory Services, LLC | 0.94% | Add +1.4% | 335,362 | $23.1M |
| Global View Capital Management LLC | 7.99% | — | 331,366 | $22.8M |
| Forthright Family Wealth Advisory LLC | 14.81% | Reduce -8.8% | 330,431 | $22.8M |
| WBH Advisory Inc. | 2.09% | Add +2.0% | 327,381 | $22.6M |
| Mayflower Financial Advisors, LLC | 3.37% | Add +15.2% | 326,998 | $22.5M |
| Rockbridge Investment Management, LCC | 2.87% | Add +37.5% | 324,524 | $22.4M |
| American Century Companies Inc. | 0.01% | Add +6.4% | 320,300 | $22.1M |
| Steele Capital Management, Inc. | 1.15% | Reduce -0.5% | 320,180 | $22.1M |
| Stifel Financial Corp. | 0.02% | Add +17.3% | 316,569 | $21.8M |
| Leo Wealth, LLC | 1.94% | Add +9.8% | 313,799 | $21.6M |
| IFG Advisory, LLC | 1.21% | Add +3.3% | 319,669 | $21.4M |
| Vestmark Advisory Solutions, Inc. | 0.73% | Reduce -59.8% | 309,057 | $21.3M |
| Keel Point, LLC | 1.70% | Reduce -33.9% | 307,633 | $21.2M |
| Ausdal Financial Partners, Inc. | 1.82% | Reduce -1.0% | 305,406 | $21.1M |
| MIdWestOne Financial Group, Inc. | 2.96% | Reduce -2.6% | 305,219 | $21.0M |
| Legacy Advisory Services, LLC | 17.84% | Reduce -8.7% | 303,478 | $20.9M |
| Cypress Wealth Services, LLC | 4.18% | Reduce -2.0% | 302,193 | $20.8M |
| Cornerstone Advisors Asset Management, LLC | 4.48% | Add +0.2% | 300,418 | $20.7M |
| McMill Wealth Management | 8.37% | — | 299,834 | $20.7M |
| Geneos Wealth Management Inc. | 0.72% | Add +6.5% | 298,308 | $20.6M |
| Centric Wealth Management | 5.56% | Add +53.2% | 298,280 | $20.6M |
| Investment Planning Advisors, Inc. | 8.92% | Reduce -19.9% | 296,223 | $20.4M |
| Carnegie Investment Counsel | 0.59% | Add +9.8% | 295,715 | $20.4M |
| Brown Financial Advisors | 8.13% | Add +38.5% | 293,768 | $20.3M |
| SPC Financial, Inc. | 1.76% | Reduce -1.8% | 292,815 | $20.2M |
| Clarus Group, Inc. | 7.11% | Reduce -24.6% | 290,157 | $20.0M |
| Wealth Advisory Solutions, LLC | 5.58% | Add +8.1% | 288,878 | $19.9M |
| HUB Investment Partners, LLC | 0.84% | Add +20.1% | 287,952 | $19.9M |
| Bricktown Capital, LLC | 4.11% | Add +7520.0% | 285,750 | $19.7M |
| Hobbs Wealth Management, LLC | 22.25% | — | 282,540 | $19.5M |
| Independent Financial Group, LLC | 0.65% | Add +11.3% | 282,528 | $19.5M |
| M1 Capital Management LLC | 10.51% | — | 282,184 | $19.5M |
| Core Wealth Advisors, Inc. | 6.37% | Reduce -0.3% | 280,347 | $19.3M |
| B.O.S.S. Retirement Advisors, LLC | 5.40% | Add +585.7% | 280,334 | $19.3M |
| Retirement Financial Solutions, LLC | 10.42% | Reduce -6.8% | 280,258 | $19.3M |
| Arrien Investments, Inc. | 13.76% | Reduce -1.4% | 271,298 | $19.3M |
| Panoramic Investment Advisors, LLC | 12.54% | Add +10.1% | 279,255 | $19.3M |
| Windsor Capital Management, LLC | 5.62% | Reduce -3.0% | 274,558 | $18.9M |
| Strategic Blueprint, LLC | 1.13% | Reduce -1.8% | 274,197 | $18.9M |
| Orion Porfolio Solutions, LLC | 0.19% | Add +24.4% | 273,481 | $18.9M |
| Orion Portfolio Solutions, LLC | 0.19% | Add +24.4% | 273,481 | $18.9M |
| Spectrum Planning & Advisory Services Inc. | 16.28% | Reduce -1.1% | 272,187 | $18.8M |
| Belpointe Asset Management LLC | 1.13% | Add +165.1% | 282,778 | $18.7M |
| Astor Investment Management LLC | 9.48% | Reduce -13.9% | 268,443 | $18.5M |
| Rational Advisors, Inc. | 1.83% | Reduce -9.3% | 261,700 | $18.0M |
| Petix & Botte Co | 4.69% | New | 258,870 | $17.8M |
| Debussy Capital Management LP | 2.74% | Reduce -4.4% | 252,972 | $17.8M |
| Kagan Cocozza Asset Management | 14.81% | — | 258,740 | $17.8M |
| Jackson Wealth Management, LLC | 2.02% | Add +5.8% | 258,458 | $17.8M |
| Gen-Wealth Partners Inc | 7.43% | Reduce -2.2% | 250,729 | $17.3M |
| Tectonic Advisors LLC | 1.11% | Add +1.4% | 246,715 | $17.0M |
| World Investment Advisors | 0.47% | Add +13.8% | 246,427 | $17.0M |
| Accelerate Investment Advisors LLC | 14.94% | Add +2.6% | 245,742 | $16.9M |
| Focus Partners Wealth | 0.04% | Add +880.9% | 241,282 | $16.6M |
| Apeiron RIA LLC | 4.57% | Add +1.2% | 236,734 | $16.3M |
| Tidemark, LLC | 6.15% | Add +3.6% | 232,996 | $16.1M |
| Kohmann Bosshard Financial Services, LLC | 1.93% | Add +0.2% | 232,688 | $16.0M |
| Tradition Wealth Management, LLC | 1.37% | Reduce -2.5% | 225,870 | $15.6M |
| Rehmann Capital Advisory Group | 0.98% | Add +31.2% | 224,886 | $15.5M |
| S. R. Schill & Associates | 12.74% | Reduce -3.1% | 220,905 | $15.2M |
| Ridgeline Wealth, LLC | 12.37% | — | 220,092 | $15.2M |
| Advisory Alpha, LLC | 0.53% | Add +7.4% | 217,848 | $15.0M |
| Fortitude Financial, LLC | 8.35% | — | 216,696 | $14.9M |
| Fifth Third Securities, Inc. | 1.27% | Add +12.3% | 216,602 | $14.9M |
| NSI Retail Advisors, LLC | 2.37% | Reduce -7.3% | 215,800 | $14.9M |
| RBF Capital, LLC | 0.77% | No change | 214,574 | $14.8M |
| Abound Financial, LLC | 7.44% | — | 212,936 | $14.7M |
| Legacy Solutions, LLC | 15.95% | — | 212,316 | $14.6M |
| CoreCap Advisors, LLC | 0.67% | Reduce -10.6% | 212,295 | $14.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.82% | Add +21.0% | 211,072 | $14.6M |
| WealthTrak Capital Management LLC | 12.29% | — | 210,762 | $14.5M |
| Valtinson Bruner Financial Planning LLC | 5.04% | Add +1.4% | 209,393 | $14.4M |
| Atria Investments, Inc | 0.18% | Reduce -26.8% | 208,829 | $14.4M |
| Endurance Services Ltd | 2.41% | No change | 208,700 | $14.4M |
| Moneco Advisors, LLC | 1.52% | Add +36.4% | 208,367 | $14.4M |
| Mutual Advisors, LLC | 0.42% | Reduce -6.4% | 206,100 | $14.3M |
| United Asset Strategies, Inc. | 1.28% | Reduce -1.6% | 201,623 | $13.9M |
| SkyOak Wealth, LLC | 2.96% | Add +0.3% | 200,616 | $13.8M |
| Maripau Wealth Management LLC | 8.20% | Add +33.7% | 200,437 | $13.8M |
| Investors Research Corp | 3.03% | Add +4.9% | 200,138 | $13.8M |
| FFG Retirement Advisors LLC | 8.98% | Reduce -1.1% | 199,315 | $13.7M |
| Elevated Capital Advisors, LLC | 3.67% | Add +31.2% | 195,412 | $13.5M |
| Tull Financial Group, Inc. | 7.98% | Add +15.3% | 191,809 | $13.2M |
| Bay Capital Advisors, LLC | 10.58% | — | 190,730 | $13.1M |
| Columbia River Financial Group, LLC | 8.97% | — | 189,385 | $13.1M |
| Municipal Employees' Retirement System of Michigan | 0.18% | No change | 188,205 | $13.0M |
| Corient Private Wealth LP | 0.02% | Reduce -17.6% | 187,889 | $13.0M |
| Archer Investment Corp | 3.40% | Add +11.0% | 184,186 | $12.7M |
| Capital Advantage, Inc. | 2.26% | Add +20.0% | 179,617 | $12.4M |
| Towercrest Capital Management | 1.95% | Reduce -2.5% | 175,392 | $12.1M |
| Waterloo Capital, L.P. | 1.28% | Add +9.2% | 175,341 | $12.1M |
| Marathon Mission, Inc. | 8.18% | Reduce -1.6% | 174,301 | $12.0M |
| NovaPoint Capital, LLC | 3.66% | Add +0.9% | 174,084 | $12.0M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -32.1% | 170,744 | $11.8M |
| Copperwynd Financial, LLC | 3.23% | Reduce -46.4% | 169,751 | $11.7M |
| Prairie Sky Financial Group LLC | 7.17% | Reduce -23.7% | 169,601 | $11.7M |
| OMNI 360 Wealth, Inc. | 7.76% | Reduce -0.8% | 169,260 | $11.7M |
| Turning Point Benefit Group, Inc. | 11.02% | — | 168,154 | $11.6M |
| Quadrant Private Wealth Management, LLC | 2.85% | Add +7.9% | 168,018 | $11.6M |
| Nwam LLC | 0.71% | Add +60.3% | 167,653 | $11.6M |
| Gateway Wealth Partners, LLC | 2.95% | Add +350.0% | 165,335 | $11.4M |
| GenWealth Group, Inc. | 2.59% | Reduce -2.0% | 165,253 | $11.4M |
| Financial Futures Ltd Liability Co. | 6.42% | Reduce -29.8% | 163,917 | $11.3M |
| Money Concepts Capital Corp. | 0.84% | Add +24.4% | 163,776 | $11.3M |
| Adams Wealth Management | 2.16% | Add +1.1% | 163,717 | $11.3M |
| CacheTech Inc. | 2.12% | Add +1.1% | 163,717 | $11.3M |
| Bank of Nova Scotia | 0.02% | New | 163,030 | $11.3M |
| Keystone Financial Services, LLC | 10.30% | — | 162,921 | $11.2M |
| Peak Financial Advisors LLC | 5.81% | Add +1541.0% | 161,947 | $11.2M |
| Luken Investment Analytics, LLC | 5.15% | Add +0.8% | 161,186 | $11.1M |
| Truist Financial Corp. | 0.02% | Add +0.3% | 161,163 | $11.1M |
| Beta Wealth Group, Inc. | 4.90% | Add +0.8% | 160,799 | $11.1M |
| Financial Advocates Investment Management | 0.63% | Add +2.4% | 159,770 | $11.0M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +31.4% | 159,086 | $11.0M |
| McNamara Financial Services, Inc. | 2.57% | Reduce -1.7% | 158,737 | $10.9M |
| Valmark Advisers, Inc. | 0.17% | Reduce -2.1% | 156,260 | $10.8M |
| Hollencrest Capital Management | 0.43% | Reduce -0.1% | 154,405 | $10.6M |
| Cannon Wealth Management Services, LLC | 9.17% | Reduce -1.4% | 151,247 | $10.6M |
| Fragasso Financial Advisors Inc | 0.81% | Add +7.3% | 154,138 | $10.6M |
| Apollon Financial, LLC | 2.65% | Reduce -1.6% | 153,918 | $10.6M |
| Fortis Group Advisors, LLC | 1.97% | Add +2.9% | 153,804 | $10.6M |
| Marathon Strategic Advisors, LLC | 11.44% | Reduce -3.4% | 153,445 | $10.6M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Add +30.7% | 149,323 | $10.3M |
| Alliance Wealth Management Group | 2.75% | Reduce -2.9% | 148,967 | $10.3M |
| Ascentis Independent Advisors | 1.96% | Add +8.8% | 148,455 | $10.2M |
| Oliver Lagore Vanvalin Investment Group | 2.62% | Add +13.9% | 148,098 | $10.2M |
| Jacobi Capital Management LLC | 0.75% | Add +2107.1% | 146,355 | $10.1M |
| FSB Premier Wealth Management, Inc. | 4.02% | Reduce -1.8% | 145,388 | $10.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -8.8% | 145,341 | $10.0M |
| Arvest Bank Trust Division | 0.60% | New | 145,286 | $10.0M |
| Townsquare Capital LLC | 0.11% | Reduce -0.8% | 144,458 | $10.0M |
| Hobbs Group Advisors, LLC | 3.74% | New | 144,269 | $9.9M |
| PFG Advisors | 0.61% | Add +8.8% | 143,624 | $9.9M |
| Collier Financial | 8.82% | — | 143,312 | $9.9M |
| Bison Wealth, LLC | 2.17% | Add +0.4% | 142,938 | $9.9M |
| Advisor OS, LLC | 1.14% | Reduce -47.5% | 142,442 | $9.8M |
| Pinnacle Wealth Planning Services, Inc. | 1.47% | Reduce -2.0% | 142,140 | $9.8M |
| Paladin Wealth, LLC | 8.47% | Add +37.1% | 142,133 | $9.8M |
| Firethorn Wealth Partners, LLC | 4.86% | Reduce -6.1% | 141,919 | $9.8M |
| Independent Wealth Network Inc. | 3.98% | Add +19.4% | 141,816 | $9.8M |
| Total Clarity Wealth Management, Inc. | 3.16% | Add +3944.5% | 140,952 | $9.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.50% | Reduce -1.8% | 140,393 | $9.7M |
| Avantax Advisory Services, Inc. | 0.06% | Add +12.3% | 138,910 | $9.6M |
| Patriot Financial Group Insurance Agency, LLC | 1.28% | Add +0.5% | 138,614 | $9.6M |
| Forefront Wealth Partners, LLC | 7.10% | — | 138,263 | $9.5M |
| Bull Oak Capital, LLC | 5.26% | Reduce -8.0% | 137,134 | $9.5M |
| Merkkuri Wealth Advisors LLC | 7.47% | Add +44.4% | 137,024 | $9.4M |
| Sutton Place Investors LLC | 5.42% | Reduce -1.1% | 135,757 | $9.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 10.11% | — | 134,742 | $9.3M |
| Clearview Wealth Advisors LLC | 6.99% | Reduce -6.7% | 133,299 | $9.2M |
| Oarsman Capital, Inc. | 1.60% | Add +26.0% | 132,976 | $9.2M |
| Howard Bailey Securities, LLC | 3.40% | Reduce -14.1% | 132,928 | $9.2M |
| Rainier Family Wealth Inc. | 11.01% | — | 132,035 | $9.1M |
| Csenge Advisory Group | 0.49% | Reduce -5.5% | 131,410 | $9.1M |
| Sheets Smith Wealth Management | 1.09% | Reduce -2.2% | 130,049 | $9.0M |
| PCG Wealth Advisors, LLC | 3.28% | Add +60.7% | 128,877 | $8.9M |
| Acorn Financial Advisory Services Inc. | 1.46% | Reduce -9.1% | 128,595 | $8.9M |
| Chicago Partners Investment Group LLC | 0.29% | Add +4.8% | 127,828 | $8.9M |
| Legacy Wealth Management, LLC / MS | 3.51% | Add +2.9% | 128,207 | $8.8M |
| Theory Financial LLC | 3.68% | Add +4.1% | 127,571 | $8.8M |
| Continuum Advisory, LLC | 1.13% | Reduce -1.6% | 127,445 | $8.8M |
| FMR LLC | 0.00% | Add +11.5% | 127,378 | $8.8M |
| Wealthcare Capital Partners, LLC | 4.57% | — | 127,293 | $8.8M |
| Arcadia Wealth Management, LLC | 4.44% | Add +7.1% | 127,217 | $8.8M |
| Flynn Zito Capital Management, LLC | 4.05% | Add +1.6% | 126,411 | $8.7M |
| Delta Wealth Advisors LLC | 8.19% | New | 126,023 | $8.7M |
| AdvisorNet Financial, Inc | 0.72% | Reduce -87.3% | 125,382 | $8.6M |
| Stonebrook Private Inc. | 2.23% | Add +3.5% | 123,738 | $8.5M |
| Wealthcare Capital Management LLC | 0.86% | Add +28.1% | 123,285 | $8.5M |
| Bush Investment Group, LLC | 6.60% | Reduce -0.6% | 122,640 | $8.5M |
| Mgo One Seven LLC | 0.32% | Reduce -2.6% | 122,357 | $8.4M |
| Welch Capital Partners LLC | 1.82% | Reduce -6.0% | 122,353 | $8.4M |
| Transamerica Financial Advisors, LLC | 0.83% | Add +4.6% | 122,031 | $8.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.9% | 120,702 | $8.3M |
| Transce3nd, LLC | 2.81% | — | 120,073 | $8.3M |
| Evermay Wealth Management LLC | 1.24% | Add +19.4% | 118,628 | $8.2M |
| Mattson Financial Services, LLC | 2.59% | Reduce -2.9% | 120,916 | $8.2M |
| One Degree Advisors Inc | 3.30% | Reduce -6.3% | 113,945 | $8.1M |
| Advisory Services Network, LLC | 0.15% | Add +142.6% | 116,484 | $8.0M |
| Westwind Capital | 1.75% | Add +9.0% | 116,374 | $8.0M |
| Arq Wealth Advisors, LLC | 3.03% | Add +0.6% | 115,588 | $8.0M |
| Morling Financial Advisors, LLC | 2.77% | Reduce -1.8% | 115,339 | $8.0M |
| Captrust Financial Advisors | 0.02% | Add +9.6% | 113,826 | $7.8M |
| Manhattan West Asset Management, LLC | 2.11% | Add +32.2% | 113,476 | $7.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.8% | 113,022 | $7.8M |
| Guardian Asset Advisors, LLC | 4.98% | Add +9.7% | 112,567 | $7.8M |
| My Legacy Advisors, LLC | 3.01% | Reduce -1.0% | 111,155 | $7.7M |
| Simplicity Wealth,LLC | 1.62% | Reduce -15.4% | 112,333 | $7.7M |
| StoneCrest Wealth Management, Inc. | 5.05% | Add +3.8% | 112,225 | $7.7M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -3.0% | 111,809 | $7.7M |
| Citadel Advisors | 0.01% | Add +201.9% | 110,918 | $7.6M |
| Silver Oak Securities, Incorporated | 0.69% | Add +11.2% | 106,835 | $7.4M |
| Golden State Wealth Management, LLC | 1.11% | — | 107,010 | $7.4M |
| Strategic Advisors LLC | 1.33% | Add +53.6% | 106,556 | $7.3M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +133.8% | 106,063 | $7.3M |
| Redwood Investment Management, LLC | 0.71% | Add +3.4% | 105,330 | $7.3M |
| Pine Valley Investments Ltd Liability Co | 0.47% | Add +5.3% | 104,507 | $7.2M |
| Liquid Strategies, LLC | 1.48% | Reduce -23.4% | 104,072 | $7.2M |
| Kensington Asset Management, LLC | 0.42% | Reduce -13.2% | 104,072 | $7.2M |
| Worth Asset Management, LLC | 3.83% | Add +2.0% | 104,047 | $7.2M |
| Elios Financial Group Inc. | 3.36% | Reduce -0.3% | 103,162 | $7.1M |
| Courier Capital LLC | 0.49% | Add +19.8% | 103,150 | $7.1M |
| Aveo Capital Partners, LLC | 0.78% | Reduce -10.4% | 102,907 | $7.1M |
| FSC Wealth Advisors, LLC | 4.53% | Add +37.1% | 102,034 | $7.0M |
| Richardson Financial Services Inc. | 4.87% | Reduce -1.2% | 100,056 | $6.9M |
| Clarus Wealth Advisors | 3.44% | Add +3.7% | 101,029 | $6.9M |
| Selective Wealth Management, Inc. | 2.80% | Add +13.0% | 100,802 | $6.9M |
| Mma Asset Management LLC | 3.01% | New | 99,959 | $6.9M |
| Midwest Heritage Bank, FSB | 3.19% | Reduce -11.8% | 99,824 | $6.9M |
| One Capital Management, LLC | 0.23% | Add +2.7% | 99,769 | $6.9M |
| Centaurus Financial, Inc. | 0.42% | Add +2.6% | 98,830 | $6.8M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +238.5% | 97,759 | $6.7M |
| Trinity Wealth Management, LLC | 3.04% | Add +3.3% | 97,362 | $6.7M |
| AQR Capital Management | 0.01% | Add +31.0% | 97,298 | $6.7M |
| Range Financial Group LLC | 3.07% | Add +115.9% | 96,574 | $6.7M |
| Values Added Financial LLC | 3.85% | Add +3.7% | 96,478 | $6.7M |
| Renaissance Technologies | 0.01% | Add +386.9% | 96,400 | $6.6M |
| Coppell Advisory Solutions LLC | 0.93% | Add +41.4% | 95,760 | $6.6M |
| Astoria Portfolio Advisors LLC. | 2.33% | New | 95,268 | $6.5M |
| BlackDiamond Wealth Management, LLC | 3.77% | Add +0.8% | 94,555 | $6.5M |
| Aspire Private Capital, LLC | 1.61% | Add +4.0% | 94,096 | $6.5M |
| Moloney Securities Asset Management, LLC | 0.87% | Add +8.0% | 93,518 | $6.4M |
| Convergence Financial, LLC | 1.28% | Reduce -17.0% | 93,434 | $6.4M |
| Shepherd Financial Partners LLC | 0.77% | Add +5.3% | 93,323 | $6.4M |
| Blair William & Co. | 0.02% | Add +176.6% | 93,183 | $6.4M |
| Perennial Investment Advisors, LLC | 0.75% | Add +365.4% | 92,459 | $6.4M |
| Cooper Capital Advisors LLC | 6.59% | — | 92,198 | $6.4M |
| WealthPLAN Partners, LLC | 0.89% | Reduce -6.3% | 91,112 | $6.3M |
| Ashton Thomas Private Wealth, LLC | 0.24% | Add +91.4% | 90,328 | $6.2M |
| Lincoln Capital Corp. | 2.56% | Add +2.8% | 90,194 | $6.2M |
| McKinley Carter Wealth Services, Inc. | 0.38% | Reduce -8.9% | 89,554 | $6.2M |
| St Germain D J Co. Inc. | 0.28% | Reduce -4.1% | 89,508 | $6.2M |
| Bank of New York Mellon Corp | 0.00% | Add +117.7% | 88,594 | $6.1M |
| JBR Co Financial Management Inc | 3.71% | Add +23.9% | 88,305 | $6.1M |
| Naples Global Advisors, LLC | 0.57% | Add +22.5% | 88,245 | $6.1M |
| Wise Wealth Partners | 14.97% | — | 88,047 | $6.1M |
| Tortoise Investment Management, LLC | 0.64% | Add +29.6% | 87,880 | $6.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.0% | 87,724 | $6.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.26% | Add +15.8% | 87,578 | $6.0M |
| Guardian Wealth Advisors, LLC / NC | 0.48% | Reduce -0.9% | 87,223 | $6.0M |
| Authentikos Wealth Advisory, LLC | 5.91% | Reduce -5.4% | 86,704 | $6.0M |
| Hills Bank & Trust Co | 0.44% | Add +67.5% | 85,617 | $5.9M |
| Summit Global Investments | 0.37% | Add +4.3% | 84,858 | $5.8M |
| Wealth Management Resources, Inc. | 2.15% | New | 84,505 | $5.8M |
| Strategic Financial Concepts, LLC | 1.12% | Add +417.4% | 84,500 | $5.8M |
| E&G Advisors, LLC | 1.54% | Add +9.4% | 82,050 | $5.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 81,750 | $5.6M |
| Donald L. Hagan, LLC | 2.93% | New | 81,746 | $5.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.80% | Reduce -10.5% | 81,735 | $5.6M |
| Arete Wealth Advisors, LLC | 0.40% | Add +60.6% | 81,164 | $5.6M |
| Transcendent Capital Group LLC | 2.88% | Add +2.3% | 80,603 | $5.6M |
| Vermillion & White Wealth Management Group, LLC | 4.08% | Add +27288.7% | 80,249 | $5.5M |
| Lifeworks Advisors, LLC | 1.00% | Reduce -4.5% | 79,950 | $5.5M |
| Continuum Wealth Advisors, LLC | 2.79% | New | 79,934 | $5.5M |
| Emergent Wealth Advisors, LLC | 3.98% | Reduce -2.2% | 79,714 | $5.5M |
| Syntegra Private Wealth Group, LLC | 0.62% | Reduce -2.6% | 79,474 | $5.5M |
| Copia Wealth Management | 5.21% | — | 79,473 | $5.5M |
| Creative Financial Designs Inc. | 0.44% | Reduce -9.1% | 79,373 | $5.5M |
| Ameritas Advisory Services, LLC | 0.19% | Reduce -7.3% | 79,344 | $5.5M |
| River Street Advisors LLC | 2.74% | Add +4.8% | 77,823 | $5.4M |
| Upper Left Wealth Management, LLC | 4.49% | Add +6.0% | 76,133 | $5.2M |
| Sowell Financial Services LLC | 0.27% | Reduce -44.8% | 75,040 | $5.2M |
| Prostatis Group LLC | 1.49% | Add +19.7% | 74,344 | $5.1M |
| Meridian Wealth Management, LLC | 0.24% | Add +6.0% | 74,254 | $5.1M |
| Lunt Capital Management, Inc. | 1.97% | Add +9.4% | 73,410 | $5.1M |
| Blue Bell Private Wealth Management, LLC | 0.96% | Add +3.8% | 73,388 | $5.1M |
| HBK Sorce Advisory LLC | 0.15% | Reduce -1.4% | 73,285 | $5.1M |
| Financial Counselors Inc. | 0.07% | Reduce -0.3% | 73,146 | $5.0M |
| Cutler Investment Counsel LLC | 0.63% | Add +53.9% | 73,093 | $5.0M |
| Jackson, Grant Investment Advisers, Inc. | 1.94% | Add +0.1% | 72,959 | $5.0M |
| Goodman Financial Corp | 1.07% | Reduce -5.9% | 72,416 | $5.0M |
| Alpha Financial Partners LLC | 3.92% | New | 71,887 | $5.0M |
| Modera Wealth Management, LLC | 0.06% | Reduce -12.5% | 71,805 | $5.0M |
| Vectors Research Management, LLC | 1.65% | Reduce -7.4% | 70,380 | $4.9M |
| Beaumont Financial Advisors, LLC | 0.36% | Reduce -1.6% | 69,106 | $4.8M |
| Kanawha Capital Management LLC | 0.37% | Add +0.3% | 68,715 | $4.7M |
| Bank of Montreal | 0.00% | Add +69.5% | 68,605 | $4.7M |
| Compass Wealth Management LLC | 1.14% | Add +10.5% | 68,423 | $4.7M |
| Curtis Advisory Group, LLC | 1.23% | Reduce -18.1% | 67,392 | $4.6M |
| Tilson Financial Group, Inc. | 1.88% | Add +6.5% | 66,965 | $4.6M |
| Vantage Point Financial LLC | 2.48% | — | 66,872 | $4.6M |
| Citizens Financial Group Inc. | 0.09% | Add +1029.5% | 66,514 | $4.6M |
| Brogan Financial, Inc. | 2.20% | Add +451.0% | 65,262 | $4.5M |
| ERn Financial, LLC | 0.67% | Reduce -2.4% | 65,216 | $4.5M |
| Legacy Capital Group California, Inc. | 1.34% | Reduce -6.4% | 63,868 | $4.4M |
| Venture Visionary Partners LLC | 0.18% | Add +41.5% | 62,819 | $4.3M |
| Advisors Preferred, LLC | 0.69% | No change | 62,605 | $4.3M |
| Traynor Capital Management, Inc. | 0.33% | Reduce -2.6% | 62,220 | $4.3M |
| USAdvisors Wealth Management, LLC | 1.37% | Reduce -4.7% | 61,349 | $4.2M |
| Financial Security Advisor, Inc. | 1.07% | Reduce -2.6% | 61,314 | $4.2M |
| Catalina Capital Group, LLC | 1.39% | Add +1.4% | 61,313 | $4.2M |
| MKT Advisors LLC | 1.83% | Add +18.0% | 59,761 | $4.2M |
| Per Stirling Capital Management, LLC. | 0.60% | Add +1.3% | 60,901 | $4.2M |
| Cushing Capital Partners, LLC | 4.00% | — | 60,261 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +36.9% | 59,795 | $4.1M |
| Tempus Wealth Planning, LLC | 1.26% | Add +77.5% | 59,766 | $4.1M |
| Global Endowment Management, LP | 0.53% | New | 59,658 | $4.1M |
| Tower View Wealth Management LLC | 2.17% | Add +41.4% | 59,654 | $4.1M |
| Latitude Advisors, LLC | 2.32% | Add +39.7% | 59,635 | $4.1M |
| Great Lakes Retirement, Inc. | 0.53% | Reduce -10.4% | 59,196 | $4.1M |
| Beacon Financial Advisory LLC | 1.32% | Add +6.4% | 58,935 | $4.1M |
| Ciovacco Capital Management LLC | 2.31% | Add +16.7% | 58,680 | $4.0M |
| BIP Wealth, LLC | 0.27% | Add +12.8% | 58,657 | $4.0M |
| Truefg, LLC | 1.31% | Add +0.2% | 58,242 | $4.0M |
| Jane Street Group, LLC | 0.01% | Add +87.8% | 57,428 | $4.0M |
| Fullcircle Wealth LLC | 1.60% | Add +19.4% | 54,588 | $3.9M |
| CAP Partners, LLC | 2.74% | New | 56,445 | $3.9M |
| Meridian Financial Advisors, LLC | 2.69% | Add +1.0% | 56,429 | $3.9M |
| Transcend Capital Advisors, LLC | 0.28% | Reduce -0.5% | 55,881 | $3.9M |
| MSH Capital Advisors LLC | 1.21% | Add +10.4% | 55,805 | $3.8M |
| Bestgate Wealth Advisors, LLC | 7.72% | — | 55,771 | $3.8M |
| Alesco Advisors, LLC, An ESL Co | 0.12% | Add +27.9% | 55,708 | $3.8M |
| Potomac Fund Management Inc. | 0.22% | — | 55,177 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -8.5% | 54,676 | $3.8M |
| Triton Financial Group Inc | 2.34% | Reduce -1.3% | 54,281 | $3.7M |
| Madison Asset Management, LLC | 0.04% | Add +23.7% | 54,221 | $3.7M |
| Madison Investment Advisors, LLC | 0.04% | — | 54,221 | $3.7M |
| ACT Advisors, LLC. | 1.99% | Add +9.4% | 53,702 | $3.7M |
| National Bank of Canada | 0.00% | Add +121.8% | 52,824 | $3.6M |
| Perigon Wealth Management, LLC | 0.09% | Add +6.4% | 52,091 | $3.6M |
| Wescott Financial Advisory Group, LLC | 0.38% | Reduce -0.6% | 52,510 | $3.6M |
| Two Sigma Securities, LLC | 0.65% | New | 52,368 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +1.8% | 52,356 | $3.6M |
| Triad Wealth Partners, LLC | 1.30% | Reduce -40.0% | 52,224 | $3.6M |
| Napa Wealth Management | 1.55% | Add +27.8% | 52,161 | $3.6M |
| HWG Holdings LP | 1.16% | Add +48.3% | 51,314 | $3.5M |
| HF Advisory Group, LLC | 1.62% | Reduce -0.0% | 51,027 | $3.5M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -13.0% | 50,994 | $3.5M |
| Swmg, LLC | 1.40% | Add +0.3% | 49,271 | $3.5M |
| Balentine LLC | 0.14% | Reduce -5.6% | 50,817 | $3.5M |
| Semmax Financial Advisors Inc. | 0.93% | Add +11.6% | 48,528 | $3.5M |
| Bluestem Financial Advisors, LLC | 1.63% | Reduce -0.8% | 50,380 | $3.5M |
| Beacon Financial Group | 0.37% | Reduce -0.3% | 50,377 | $3.5M |
| Lord & Richards Wealth Management, LLC | 7.29% | — | 50,109 | $3.5M |
| Compass Financial Group, Inc. | 1.65% | Reduce -3.2% | 49,961 | $3.4M |
| Fonville Wealth Management LLC | 1.14% | Add +3.6% | 49,935 | $3.4M |
| JDM Financial Group LLC | 1.78% | Reduce -0.6% | 49,622 | $3.4M |
| Commonwealth Financial Services, LLC | 0.67% | Add +6.5% | 49,409 | $3.4M |
| Catalyst Private Wealth, LLC | 1.52% | No change | 49,369 | $3.4M |
| NorthCrest Asset Manangement, LLC | 0.10% | Add +1.0% | 49,087 | $3.4M |
| High Probability Advisors, LLC | 0.60% | Add +12.1% | 48,733 | $3.4M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -15.0% | 48,036 | $3.3M |
| Spire Wealth Management | 0.10% | Add +5.0% | 47,596 | $3.3M |
| RDA Financial Network | 0.96% | Add +32.0% | 47,550 | $3.3M |
| Vicus Capital | 0.29% | Reduce -1.7% | 46,769 | $3.2M |
| Cooper Financial Group | 0.39% | Add +58.8% | 46,687 | $3.2M |
| Vickerman Investment Advisors, Inc. | 0.87% | Reduce -4.3% | 46,638 | $3.2M |
| Eagle Ridge Investment Management | 0.28% | Add +184.5% | 45,961 | $3.2M |
| FWG Investments, LLC. | 2.45% | Add +1.9% | 45,769 | $3.2M |
| Avantax Planning Partners, Inc. | 0.11% | Add +0.1% | 45,744 | $3.2M |
| JSF Financial, LLC | 0.84% | Add +1.1% | 45,419 | $3.1M |
| Atlas Private Wealth Advisors | 0.44% | Add +431.7% | 44,858 | $3.1M |
| Bison Wealth, LLC | 0.38% | — | 44,816 | $3.1M |
| Investor's Fiduciary Advisor Network, LLC | 1.18% | — | 44,745 | $3.1M |
| CW Advisors, LLC | 0.04% | Add +0.1% | 44,362 | $3.1M |
| Tudor Investment Corporation | 0.03% | Reduce -72.7% | 44,154 | $3.0M |
| Plan A Wealth LLC | 2.77% | — | 43,945 | $3.0M |
| First Trust Advisors LP | 0.00% | New | 43,751 | $3.0M |
| MBM Wealth Consultants, LLC | 0.89% | Add +3.4% | 43,669 | $3.0M |
| Buckingham Capital Management, Inc. | 0.34% | Reduce -9.6% | 43,395 | $3.0M |
| Synergy Investment Management, LLC | 1.28% | — | 43,037 | $3.0M |
| Gries Financial LLC | 0.52% | Add +0.8% | 42,602 | $2.9M |
| Park Place Capital Corp | 0.82% | Add +102.8% | 42,530 | $2.9M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -21.6% | 42,361 | $2.9M |
| Woodmont Investment Counsel LLC | 0.22% | No change | 42,334 | $2.9M |
| Pinnacle Family Advisors, LLC | 1.41% | Reduce -3.2% | 42,319 | $2.9M |
| Alaska Wealth Advisors, LLC | 0.45% | Add +0.7% | 42,228 | $2.9M |
| Aldebaran Financial Inc. | 3.40% | Add +10.2% | 42,028 | $2.9M |
| Cornerstone Wealth Group, LLC | 0.24% | Add +199.3% | 41,886 | $2.9M |
| Annex Advisory Services, LLC | 0.09% | Add +4.9% | 41,633 | $2.9M |
| Intrepid Financial Planning Group LLC | 1.21% | Add +2.9% | 41,414 | $2.9M |
| Greenleaf Trust | 0.03% | Add +0.9% | 41,387 | $2.9M |
| Novus Advisors, LLC | 2.84% | — | 41,314 | $2.8M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +5.6% | 41,267 | $2.8M |
| HRT Financial LP | 0.01% | New | 40,691 | $2.8M |
| Vestment Financial LLC | 2.13% | — | 40,194 | $2.8M |
| RMR Wealth Builders | 0.28% | Add +125.4% | 39,833 | $2.7M |
| American Investment Services, Inc. | 0.48% | Reduce -2.4% | 39,743 | $2.7M |
| McHugh Group, LLC | 2.05% | — | 38,943 | $2.7M |
| GeoWealth Management, LLC | 0.09% | Reduce -13.8% | 39,020 | $2.7M |
| Evergreen Capital Management LLC | 0.09% | No change | 39,000 | $2.7M |
| WR Wealth Planners, LLC | 0.86% | Reduce -50.5% | 38,934 | $2.7M |
| Asset Allocation Strategies LLC | 0.64% | Add +906.1% | 37,670 | $2.7M |
| Talon Private Wealth, LLC | 0.55% | Add +311.6% | 38,010 | $2.6M |
| Stratos Investment Management, LLC | 0.15% | Add +492.2% | 37,284 | $2.6M |
| Schrum Private Wealth Management LLC | 2.17% | Reduce -44.1% | 37,217 | $2.6M |
| LexAurum Advisors, LLC | 0.51% | Add +0.1% | 37,098 | $2.6M |
| Lebenthal Global Advisors, LLC | 0.47% | New | 37,021 | $2.6M |
| Colton Groome Financial Advisors, LLC | 0.97% | Add +9.2% | 36,849 | $2.5M |
| MFG Wealth Management, Inc. | 2.32% | — | 36,683 | $2.5M |
| Arista Wealth Management, LLC | 0.60% | No change | 36,533 | $2.5M |
| Dakota Wealth Management | 0.06% | Add +9.7% | 36,466 | $2.5M |
| Worth Financial Advisory Group, LLC | 1.54% | Reduce -1.6% | 36,312 | $2.5M |
| Slagle Financial, LLC | 1.12% | Add +9.4% | 36,040 | $2.5M |
| Heritage Family Offices, LLP | 1.24% | Add +7.2% | 35,982 | $2.5M |
| Corundum Group, Inc. | 0.91% | New | 35,473 | $2.4M |
| Voisard Asset Management Group, Inc. | 0.82% | Reduce -58.2% | 35,444 | $2.4M |
| Westover Capital Advisors, LLC | 0.54% | Reduce -49.3% | 35,436 | $2.4M |
| Dearborn Partners LLC | 0.10% | Add +41.7% | 35,179 | $2.4M |
| Arkadios Wealth Advisors | 0.13% | Reduce -1.6% | 34,976 | $2.4M |
| JNBA Financial Advisors | 0.24% | Reduce -3.0% | 34,633 | $2.4M |
| Napatree Capital LLC | 1.39% | Add +853.4% | 34,350 | $2.4M |
| Private Trust Co. NA | 0.24% | Add +5.3% | 34,335 | $2.4M |
| Schneider Downs Wealth Management Advisors, LP | 0.44% | Add +2.2% | 33,680 | $2.3M |
| Calton & Associates, Inc. | 1.02% | Reduce -44.4% | 33,522 | $2.3M |
| LifeWealth Investments, LLC | 1.53% | — | 33,450 | $2.3M |
| Condor Capital Management | 0.20% | Reduce -1.0% | 33,263 | $2.3M |
| Dentgroup LLC | 1.74% | Reduce -38.8% | 33,004 | $2.3M |
| Encompass More Asset Management | 0.75% | Add +418.6% | 32,736 | $2.3M |
| Fermata Advisors, LLC | 0.42% | Add +1.1% | 32,625 | $2.2M |
| Financial Guidance Group, Inc. | 1.23% | Add +27.2% | 32,544 | $2.2M |
| Sanchez Wealth Management Group | 0.61% | Add +2.6% | 32,528 | $2.2M |
| International Private Wealth Advisors LLC | 2.22% | Add +189.2% | 32,349 | $2.2M |
| Whittier Trust Co. | 0.03% | Reduce -1.8% | 32,339 | $2.2M |
| Optima Capital LLC | 1.52% | — | 31,945 | $2.2M |
| Wealthgarden F.S. LLC | 2.05% | Add +15.0% | 31,840 | $2.2M |
| Compound Planning, Inc. | 0.11% | Reduce -1.8% | 31,123 | $2.1M |
| My Personal CFO, LLC | 1.09% | Reduce -0.3% | 30,801 | $2.1M |
| Apella Capital, LLC | 0.08% | Add +0.0% | 30,771 | $2.1M |
| Teamwork Financial Advisors, LLC | 0.28% | Reduce -0.4% | 30,623 | $2.1M |
| Old Second National Bank of Aurora | 0.48% | Add +10.7% | 30,585 | $2.1M |
| Butensky & Cohen Financial Security, Inc. | 0.66% | Reduce -2.8% | 30,505 | $2.1M |
| MAI Capital Management | 0.02% | Add +28.6% | 30,208 | $2.1M |
| Sterling Financial Group, Inc. | 0.77% | No change | 30,000 | $2.1M |
| MN Wealth Advisors, LLC | 1.16% | Add +7.0% | 29,869 | $2.1M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -13.8% | 30,096 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.20% | Add +71.1% | 29,797 | $2.1M |
| Facet Wealth, Inc. | 0.05% | Reduce -3.8% | 29,042 | $2.1M |
| Stegent Equity Advisors, Inc. | 2.07% | Add +10.9% | 29,652 | $2.0M |
| LBMC Investment Advisors, LLC | 0.16% | Add +9.5% | 29,309 | $2.0M |
| Financial Advisory Partners, LLC | 0.66% | Add +2.2% | 28,990 | $2.0M |
| Kavar Capital Partners Group, LLC | 0.34% | Add +0.8% | 28,935 | $2.0M |
| MBE Wealth Management, LLC | 1.12% | Add +15.5% | 28,780 | $2.0M |
| Frisco Financial Planning LLC | 1.96% | — | 28,761 | $2.0M |
| Journey Strategic Wealth LLC | 0.07% | Reduce -35.5% | 28,752 | $2.0M |
| Integrity Wealth Solutions LLC | 1.11% | Add +0.5% | 28,653 | $2.0M |
| Aspen Wealth Management LLC | 0.58% | Reduce -13.3% | 28,259 | $1.9M |
| Raab & Moskowitz Asset Management LLC | 0.48% | Reduce -0.6% | 28,080 | $1.9M |
| Vantage Investment Partners, LLC | 0.17% | Reduce -1.0% | 28,025 | $1.9M |
| W.H. Cornerstone Investments Inc. | 1.29% | Reduce -2.4% | 27,962 | $1.9M |
| Safeguard Financial, LLC | 0.42% | Reduce -8.4% | 27,921 | $1.9M |
| Abound Wealth Management | 0.61% | Add +14.2% | 27,770 | $1.9M |
| WealthShield Partners, LLC | 0.27% | Reduce -0.5% | 27,755 | $1.9M |
| Pinion Investment Advisors, LLC | 0.76% | Reduce -0.6% | 27,728 | $1.9M |
| Headlands Technologies LLC | 0.19% | Add +208.9% | 27,323 | $1.9M |
| Cape Investment Advisory, Inc. | 0.74% | Add +17.8% | 27,292 | $1.9M |
| YHB Investment Advisors, Inc. | 0.15% | Reduce -2.7% | 27,000 | $1.9M |
| Root Financial Partners, LLC | 0.23% | Add +3.8% | 26,966 | $1.9M |
| Rooted Wealth Advisors, Inc. | 0.72% | Reduce -0.1% | 26,723 | $1.9M |
| Stone Summit Wealth LLC | 0.61% | Reduce -1.9% | 26,453 | $1.8M |
| Narus Financial Partners, LLC | 0.61% | Add +4.2% | 26,378 | $1.8M |
| Insight Advisors, LLC/ PA | 0.31% | Add +20.3% | 26,192 | $1.8M |
| Schwallier Wealth Management LLC | 1.38% | Reduce -4.8% | 26,265 | $1.8M |
| SBI Securities Co., Ltd. | 0.06% | — | 26,258 | $1.8M |
| Vista Investment Management | 0.69% | Reduce -3.3% | 26,218 | $1.8M |
| Redwood Financial Network Corp | 1.33% | Add +4.5% | 25,904 | $1.8M |
| Fulcrum Equity Management | 1.76% | Reduce -5.3% | 25,799 | $1.8M |
| Treasure Coast Financial Planning | 1.16% | No change | 25,596 | $1.8M |
| Perennial Advisors, LLC | 0.38% | — | 25,520 | $1.8M |
| Resurgent Financial Advisors LLC | 1.04% | Add +34.5% | 25,433 | $1.8M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -15.8% | 25,096 | $1.7M |
| Harmony Asset Management LLC | 0.68% | Reduce -3.1% | 25,054 | $1.7M |
| Renasant Bank | 1.12% | Add +140.3% | 25,032 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -10.2% | 24,979 | $1.7M |
| C M Bidwell & Associates Ltd. | 1.04% | Reduce -0.4% | 24,929 | $1.7M |
| SMART Wealth LLC | 0.61% | Add +6.0% | 24,821 | $1.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -6.5% | 24,695 | $1.7M |
| Higgins & Schmidt Wealth Strategies LLC | 1.06% | Reduce -14.0% | 24,655 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +138.1% | 24,627 | $1.7M |
| Access Financial Services, Inc. | 0.76% | Add +1.5% | 24,603 | $1.7M |
| Sentinel Pension Advisors, LLC | 0.31% | Reduce -47.4% | 24,392 | $1.7M |
| Koshinski Asset Management, Inc. | 0.14% | Reduce -0.1% | 23,935 | $1.7M |
| Trademark Financial Management, LLC | 1.31% | New | 23,920 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +1.3% | 23,898 | $1.6M |
| Capital A Wealth Management, LLC | 2.73% | — | 23,883 | $1.6M |
| Professional Financial Advisors, LLC | 0.42% | Add +1.4% | 23,745 | $1.6M |
| Strong Tower Advisory Services | 0.42% | Add +29.0% | 23,566 | $1.6M |
| Spirepoint Private Client, LLC | 0.20% | Add +4.2% | 23,465 | $1.6M |
| Medallion Wealth Advisors, LLC | 0.80% | — | 23,744 | $1.6M |
| TrueWealth Advisors, LLC | 0.54% | Add +2.0% | 23,309 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.40% | Reduce -48.1% | 23,190 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | New | 23,060 | $1.6M |
| Comerica Bank | 0.01% | Reduce -24.5% | 22,852 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -6.3% | 22,718 | $1.6M |
| Hutchens & Kramer Investment Management Group, LLC | 0.84% | Add +55.3% | 22,371 | $1.5M |
| &partners | 0.02% | Add +117.5% | 22,145 | $1.5M |
| Cascade Financial Partners, LLC | 0.20% | Add +0.0% | 22,232 | $1.5M |
| May Hill Capital, LLC | 0.59% | — | 22,222 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -0.3% | 22,211 | $1.5M |
| Insigneo Advisory Services, LLC | 0.16% | New | 22,140 | $1.5M |
| ETF Store, Inc. | 1.89% | Add +23.0% | 22,088 | $1.5M |
| Puff Wealth Management, LLC | 2.65% | — | 22,029 | $1.5M |
| Arvest Investments, Inc. | 0.24% | New | 21,985 | $1.5M |
| Brass Tax Wealth Management, Inc. | 0.32% | Reduce -2.4% | 21,814 | $1.5M |
| Richard W. Paul & Associates, LLC | 0.55% | Reduce -2.8% | 21,805 | $1.5M |
| Titleist Asset Management, LLC | 0.17% | Add +28.4% | 21,714 | $1.5M |
| Shaker Investments LLC | 0.62% | Add +9.3% | 21,555 | $1.5M |
| Watershed Private Wealth LLC | 0.58% | Reduce -2.2% | 21,478 | $1.5M |
| Norden Group LLC | 0.17% | Reduce -9.7% | 21,400 | $1.5M |
| Quadcap Wealth Management, LLC | 0.21% | Reduce -9.4% | 21,088 | $1.5M |
| Hartford Financial Management Inc. | 0.29% | Add +16.1% | 20,875 | $1.4M |
| CGN Advisors LLC | 0.14% | Reduce -5.1% | 20,729 | $1.4M |
| Moors & Cabot, Inc. | 0.07% | Add +3.1% | 20,524 | $1.4M |
| GoalVest Advisory LLC | 0.39% | Add +1.4% | 20,451 | $1.4M |
| Savvy Advisors, Inc. | 0.17% | Add +60.6% | 20,334 | $1.4M |
| Resonant Capital Advisors, LLC | 0.10% | No change | 20,305 | $1.4M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -2.5% | 20,259 | $1.4M |
| Cibc World Markets Corp. | 0.01% | Reduce -2.9% | 20,247 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -36.8% | 20,233 | $1.4M |
| Ranch Capital Advisors Inc. | 0.66% | Reduce -2.0% | 20,178 | $1.4M |
| Barnes Wealth Management Group, Inc | 0.93% | — | 20,091 | $1.4M |
| Key Client Fiduciary Advisors, LLC | 0.61% | Add +5.9% | 19,903 | $1.4M |
| Realta Investment Advisors | 0.56% | Add +4890.8% | 19,564 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +1.0% | 19,748 | $1.4M |
| JPL Wealth Management, LLC | 0.39% | — | 19,630 | $1.4M |
| Sovran Advisors, LLC | 0.19% | — | 19,747 | $1.4M |
| Smith, Moore & Co. | 0.12% | Add +0.0% | 19,556 | $1.3M |
| Flower City Capital | 0.82% | Reduce -2.7% | 19,444 | $1.3M |
| Magnus Financial Group LLC | 0.13% | Add +7.3% | 19,336 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +3.5% | 19,325 | $1.3M |
| Cobblestone Asset Management LLC | 0.86% | Add +5.5% | 19,149 | $1.3M |
| Signet Financial Management, LLC | 0.17% | Add +0.7% | 19,111 | $1.3M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -0.7% | 19,101 | $1.3M |
| Evanson Asset Management, LLC | 0.09% | Add +96.3% | 19,066 | $1.3M |
| Metis Global Partners, LLC | 0.04% | Add +188.9% | 18,617 | $1.3M |
| Etesian Wealth Advisors, Inc. | 0.56% | Add +60.3% | 18,528 | $1.3M |
| Wellment Financial | 1.60% | — | 18,459 | $1.3M |
| Leigh Baldwin & Co., LLC | 1.07% | — | 18,454 | $1.3M |
| Red Crane Wealth Management, LLC | 1.20% | — | 18,450 | $1.3M |
| Threadgill Financial, LLC | 0.68% | Add +1.9% | 18,443 | $1.3M |
| Lake Street Advisors Group, LLC | 0.06% | Add +0.3% | 18,435 | $1.3M |
| Richmond Investment Services, LLC | 0.71% | — | 18,394 | $1.3M |
| Bluesphere Advisors LLC | 0.62% | No change | 18,323 | $1.3M |
| Copley Financial Group, Inc. | 0.96% | Add +38.2% | 18,225 | $1.3M |
| Quest 10 Wealth Builders, Inc. | 1.24% | — | 18,121 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +16.8% | 18,112 | $1.2M |
| Kingdom Financial Group LLC. | 0.85% | Reduce -6.8% | 18,087 | $1.2M |
| Trek Financial, LLC | 0.09% | Add +11.6% | 17,931 | $1.2M |
| FreeGulliver LLC | 0.64% | Reduce -7.7% | 17,872 | $1.2M |
| Ritholtz Wealth Management | 0.04% | Reduce -0.0% | 17,558 | $1.2M |
| Concord Wealth Partners | 0.19% | Reduce -3.0% | 17,233 | $1.2M |
| TFG Advisers LLC | 0.43% | Add +6.0% | 17,228 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +108.9% | 16,983 | $1.2M |
| Fingerlakes Wealth Management, Inc. | 0.94% | Reduce -3.2% | 16,940 | $1.2M |
| Landmark Wealth Management, LLC | 0.52% | Reduce -8.3% | 16,898 | $1.2M |
| Clear Point Advisors Inc. | 0.99% | Reduce -0.0% | 16,839 | $1.2M |
| Mosaic Advisors LLC | 1.35% | New | 16,708 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.28% | Reduce -4.7% | 16,628 | $1.1M |
| Confluence Wealth Services, Inc. | 0.07% | Reduce -3.6% | 15,822 | $1.1M |
| Empirical Asset Management, LLC | 0.37% | Add +4.1% | 38,026 | $1.1M |
| Sebold Capital Management, Inc. | 0.75% | Reduce -0.7% | 16,170 | $1.1M |
| AlphaMark Advisors, LLC | 0.48% | Add +4.0% | 16,125 | $1.1M |
| Smartleaf Asset Management LLC | 0.11% | Add +49.5% | 16,065 | $1.1M |
| Retirement Planning Group, LLC | 0.06% | Add +374.3% | 16,003 | $1.1M |
| 360 Financial, Inc. | 0.40% | Add +3.7% | 15,969 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | No change | 15,903 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Reduce -0.0% | 15,841 | $1.1M |
| Prosperity Financial Group, Inc. | 0.55% | Reduce -11.4% | 15,819 | $1.1M |
| Avior Wealth Management, LLC | 0.04% | Add +19.4% | 15,797 | $1.1M |
| SFG Wealth Management, LLC. | 0.57% | Reduce -4.9% | 15,674 | $1.1M |
| WealthCare Investment Partners, LLC | 0.47% | Add +8.7% | 15,579 | $1.1M |
| Financial Management Network Inc. | 0.22% | Reduce -1.6% | 15,367 | $1.1M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -4.1% | 15,495 | $1.1M |
| World Equity Group, Inc. | 0.23% | New | 15,310 | $1.1M |
| TAP Consulting, LLC | 0.21% | Add +22.9% | 15,201 | $1.0M |
| Pacific Financial Group Inc. | 0.77% | Reduce -27.2% | 15,048 | $1.0M |
| Community Bank, N.A. | 0.13% | Reduce -1.2% | 15,037 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +0.3% | 15,033 | $1.0M |
| Concord Asset Management, LLC | 0.23% | Add +9.1% | 15,019 | $1.0M |
| AssuredPartners Investment Advisors, LLC | 0.20% | — | 14,906 | $1.0M |
| Serenus Wealth Advisors, LLC | 0.18% | — | 14,881 | $1.0M |
| Nikulski Financial, Inc. | 0.30% | Reduce -1.5% | 14,726 | $1.0M |
| Strategic Investment Advisors / MI | 0.11% | Reduce -5.4% | 14,697 | $1.0M |
| Legacy Edge Advisors, LLC | 0.16% | New | 14,597 | $1.0M |
| New Insight Wealth Advisors | 0.50% | Add +13.4% | 14,535 | $1.0M |
| Fortitude Family Office, LLC | 0.36% | Add +0.1% | 14,518 | $1.0M |
| Bensler, LLC | 0.12% | Reduce -4.5% | 14,446 | $996K |
| Wells Financial Advisors INC | 1.35% | Reduce -36.1% | 14,415 | $994K |
| True Vision MN LLC | 0.59% | New | 14,388 | $992K |
| TLWM | 0.19% | Add +0.4% | 14,295 | $985K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +17.3% | 14,261 | $983K |
| Twin Peaks Wealth Advisors, LLC | 0.42% | Add +6.9% | 14,261 | $983K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.9% | 14,018 | $966K |
| QRG Capital Management, Inc. | 0.01% | Add +23.7% | 13,769 | $949K |
| Embree Financial Group | 0.16% | Add +1.5% | 13,678 | $943K |
| Hofer & Associates. Inc | 0.63% | Add +0.7% | 13,673 | $943K |
| Q3 Asset Management | 0.58% | New | 13,648 | $940K |
| Moran Wealth Management, LLC | 0.03% | New | 13,491 | $930K |
| Millennium Capital Advisors, LLC | 0.63% | Add +6.2% | 13,447 | $927K |
| Baker Tilly Wealth Management, LLC | 0.36% | Reduce -8.2% | 13,332 | $919K |
| Deane Retirement Strategies, Inc. | 0.46% | Reduce -3.1% | 13,148 | $906K |
| Leverty Financial Group, LLC | 0.46% | Reduce -1.9% | 13,122 | $905K |
| Northwest Capital Management Inc | 0.39% | Reduce -25.8% | 13,106 | $904K |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -3.3% | 13,056 | $900K |
| United Advisor Group, LLC | 0.17% | Add +1.6% | 12,791 | $882K |
| Ieq Capital, LLC | 0.01% | Add +6.5% | 12,787 | $882K |
| Anchor Investment Management, LLC | 0.08% | Add +1.4% | 12,721 | $877K |
| Platform Technology Partners | 0.27% | Add +9.9% | 12,698 | $875K |
| Summit Investment Advisory Services, LLC | 0.45% | Add +43.4% | 12,695 | $875K |
| Jacobson & Schmitt Advisors, LLC | 0.17% | Reduce -11.4% | 12,608 | $869K |
| Schorn Wealth LLC | 0.28% | Add +0.1% | 12,550 | $865K |
| Deutsche Bank AG | 0.00% | Reduce -0.1% | 12,478 | $860K |
| Investments & Financial Planning, LLC | 0.53% | Reduce -1.7% | 12,459 | $859K |
| Oregon Pacific Wealth Management, LLC | 0.84% | — | 12,438 | $857K |
| Defender Capital, LLC. | 0.31% | No change | 12,400 | $855K |
| Retirement Planning Co of New England, Inc. | 0.41% | Add +2.8% | 12,373 | $853K |
| Blue Oak Capital, LLC | 0.52% | — | 12,352 | $852K |
| Invst, LLC | 0.10% | Add +1.2% | 12,336 | $850K |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.5% | 12,334 | $850K |
| Nicolet Advisory Services, LLC | 0.08% | Add +12.9% | 12,407 | $847K |
| Crew Capital Management, Ltd | 0.70% | No change | 12,273 | $846K |
| Roman Butler Fullerton & Co. | 0.27% | Add +4.9% | 11,989 | $845K |
| Sfm, LLC | 0.60% | Reduce -4.6% | 12,257 | $845K |
| Hilltop Holdings Inc. | 0.05% | New | 12,253 | $845K |
| Emerald Advisors, LLC | 0.12% | Add +2.7% | 12,239 | $844K |
| Capital Advisors, Ltd. LLC | 0.11% | No change | 12,156 | $838K |
| MAS Advisors LLC | 1.40% | Reduce -50.0% | 12,121 | $836K |
| Sax Wealth Advisors, LLC | 0.07% | New | 12,094 | $834K |
| Archford Capital Strategies, LLC | 0.13% | Add +45.5% | 12,012 | $828K |
| Five Oceans Advisors | 0.38% | Reduce -12.2% | 12,006 | $828K |
| XTX Topco Ltd | 0.07% | New | 11,944 | $823K |
| AlTi Global, Inc. | 0.02% | Add +0.1% | 11,900 | $820K |
| LGT Financial Advisors LLC | 1.81% | Reduce -3.3% | 11,895 | $820K |
| Clearstead Advisors, LLC | 0.01% | Add +0.3% | 11,810 | $814K |
| Next Level Wealth Planning, LLC | 0.64% | — | 11,725 | $808K |
| L.M. Kohn & Company | 0.21% | Add +14.8% | 11,714 | $808K |
| Stevens Capital Partners | 0.36% | Add +7.5% | 11,624 | $801K |
| Stewardship Advisors, LLC | 0.22% | Add +21.9% | 11,614 | $801K |
| BlackRock, Inc. | 0.00% | Add +456.2% | 11,607 | $800K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -39.8% | 11,414 | $787K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.9% | 11,340 | $786K |
| Accurate Wealth Management, LLC | 0.15% | Reduce -5.4% | 11,284 | $781K |
| Edgestream Partners, L.P. | 0.03% | New | 11,309 | $780K |
| Western Financial Corp | 0.43% | Reduce -40.2% | 11,257 | $776K |
| Capital Investment Advisors, LLC | 0.02% | Add +4.7% | 11,255 | $776K |
| Beckerman Institutional, LLC | 0.62% | Add +0.3% | 11,244 | $775K |
| Altrius Capital Management Inc | 0.21% | Reduce -9.7% | 11,216 | $773K |
| American Money Management, LLC | 0.15% | Reduce -4.5% | 11,058 | $762K |
| HBW Advisory Services LLC | 0.08% | Add +3.7% | 11,041 | $761K |
| Lockerman Financial Group, Inc. | 1.29% | Add +0.2% | 11,033 | $761K |
| Chris Bulman Inc | 0.48% | Reduce -22.1% | 10,930 | $754K |
| Liberty Wealth Management LLC | 0.13% | Reduce -5.4% | 10,907 | $752K |
| Corrado Advisors, LLC | 0.49% | Reduce -5.2% | 10,903 | $752K |
| Trivant Custom Portfolio Group, LLC | 0.44% | Add +7.0% | 10,836 | $747K |
| Hemenway Trust Co LLC | 0.06% | Reduce -1.4% | 10,832 | $747K |
| Asset Dedication, LLC | 0.06% | Add +2.8% | 10,830 | $747K |
| MRWM Advisors, LLC | 0.58% | — | 10,783 | $743K |
| Flagship Private Wealth, LLC | 0.35% | Reduce -10.1% | 10,620 | $732K |
| PCA Investment Advisory Services Inc. | 0.34% | Add +0.1% | 10,606 | $731K |
| Gotham Asset Management | 0.01% | No change | 10,542 | $727K |
| Reliant Investment Partners, LLC | 0.64% | — | 10,494 | $723K |
| Rockwood Wealth Management, LLC | 0.08% | Reduce -1.6% | 10,290 | $712K |
| Empower Advisory Group, LLC | 0.00% | Add +1.8% | 10,178 | $702K |
| National Wealth Management Group, LLC | 0.46% | Add +7.5% | 10,075 | $695K |
| Trilogy Capital Inc. | 0.04% | Add +0.3% | 10,070 | $694K |
| Heritage Wealth Partners, LLC | 0.87% | Add +21.2% | 10,021 | $691K |
| Berger Financial Group, Inc | 0.05% | Add +68.2% | 10,010 | $690K |
| Onyx Bridge Wealth Group LLC | 0.10% | Add +24.8% | 9,993 | $689K |
| Coordinated Financial Services, Inc. | 0.54% | — | 9,891 | $682K |
| Financial Consulate, Inc. | 0.18% | Add +2.5% | 9,841 | $678K |
| Wedmont Private Capital | 0.04% | New | 9,845 | $672K |
| G&S Capital LLC | 0.28% | New | 9,695 | $668K |
| Destiny Capital Corp | 0.40% | Add +0.0% | 9,637 | $664K |
| PKS Advisory Services, LLC | 0.17% | — | 9,617 | $663K |
| Fortis Advisors, LLC | 0.43% | Add +2.4% | 9,605 | $662K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +22.8% | 9,567 | $660K |
| Precision Wealth Strategies, LLC | 0.51% | Add +3.7% | 9,540 | $658K |
| Signal Tree Financial Partners LLC | 0.77% | — | 9,528 | $657K |
| Optimist Retirement Group LLC | 0.31% | Reduce -3.0% | 9,494 | $654K |
| Laurel Wealth Advisors LLC | 0.10% | Add +0.5% | 9,484 | $654K |
| Capital Planning Advisors, LLC | 0.10% | No change | 9,460 | $652K |
| Vanguard Group Inc. | 0.00% | Add +11.1% | 9,456 | $652K |
| Key Financial Inc | 0.15% | Add +1.6% | 9,410 | $649K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -23.3% | 9,289 | $647K |
| Cypress Financial Planning LLC | 0.23% | Reduce -8.7% | 9,088 | $627K |
| Mission Creek Capital Partners, Inc. | 0.14% | No change | 9,009 | $621K |
| Atlantic Union Bankshares Corp | 0.04% | Reduce -11.0% | 8,955 | $617K |
| Magnolia Capital Management Ltd. | 0.49% | No change | 8,895 | $613K |
| Citigroup Inc. | 0.00% | Add +1.9% | 8,884 | $612K |
| GK Wealth Management LLC | 0.77% | — | 8,804 | $607K |
| Lido Advisors, LLC | 0.00% | New | 8,800 | $607K |
| Sovereign Financial Group, Inc. | 0.14% | Add +0.0% | 8,715 | $601K |
| Summit Financial Strategies, Inc. | 0.07% | Reduce -0.9% | 8,710 | $600K |
| Cranbrook Wealth Management, LLC | 0.14% | Reduce -8.4% | 8,696 | $600K |
| Regimen Wealth, LLC | 0.20% | Reduce -10.5% | 8,673 | $598K |
| 4WEALTH Advisors, Inc. | 0.61% | — | 8,653 | $597K |
| Catalyst Financial Partners LLC | 0.11% | Reduce -5.1% | 8,633 | $595K |
| CHURCHILL MANAGEMENT Corp | 0.01% | Add +45.8% | 8,616 | $594K |
| LongView Wealth Management | 0.18% | Add +17.4% | 8,599 | $593K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -11.3% | 8,574 | $591K |
| Abundance Wealth Counselors | 0.13% | New | 8,550 | $589K |
| Synovus Financial Corp. | 0.01% | Reduce -39.6% | 8,533 | $588K |
| Cary Street Partners Investment Advisory LLC | 0.38% | Reduce -97.4% | 8,443 | $582K |
| Fourpath Capital Management, LLC | 0.11% | Reduce -6.0% | 8,430 | $581K |
| Commerce Bank | 0.00% | Reduce -34.2% | 8,411 | $580K |
| Morningstar Investment Services LLC | 0.05% | Reduce -93.1% | 8,403 | $579K |
| Chemistry Wealth Management LLC | 0.14% | No change | 8,376 | $577K |
| American Financial Advisors, LLC | 0.08% | Add +8.9% | 8,294 | $572K |
| Ameriflex Group, Inc. | 0.26% | — | 8,054 | $570K |
| Marcum Wealth, LLC | 0.05% | Add +121.2% | 8,267 | $570K |
| FSA Advisors, Inc. | 0.70% | Reduce -41.0% | 8,265 | $570K |
| ORBA Wealth Advisors, L.L.C. | 0.30% | Add +1.7% | 8,260 | $569K |
| Arlington Trust Co LLC | 0.12% | Reduce -5.3% | 8,245 | $568K |
| City National Bank of Florida | 0.52% | — | 8,226 | $567K |
| Thompson Davis & Co., Inc. | 0.36% | No change | 8,200 | $565K |
| Invera Wealth Advisors, LLC | 0.56% | New | 7,870 | $565K |
| Evernest Financial Advisors, LLC | 0.15% | Reduce -7.4% | 8,184 | $564K |
| Flow Traders U.S. LLC | 0.02% | Reduce -63.7% | 8,102 | $559K |
| Tiaa Trust, National Association | 0.00% | Add +39.7% | 8,032 | $554K |
| Global Strategic Investment Solutions, LLC | 0.06% | No change | 8,000 | $552K |
| Drucker Wealth 3.0, LLC | 0.13% | Reduce -8.6% | 7,989 | $551K |
| Acropolis Investment Management, LLC | 0.03% | Add +0.0% | 7,977 | $550K |
| Hillman Capital Management, Inc. | 0.20% | New | 7,938 | $547K |
| Fisher Asset Management | 0.00% | New | 7,931 | $547K |
| Raleigh Capital Management Inc. | 0.21% | Reduce -2.7% | 7,906 | $545K |
| FLP Wealth Management, LLC | 1.37% | — | 7,788 | $537K |
| Shira Ridge Wealth Management | 0.26% | Reduce -3.1% | 7,787 | $537K |
| Integrated Advisors Network LLC | 0.03% | Add +7.1% | 7,753 | $534K |
| Strategic Wealth Partners, Ltd. | 0.04% | Add +39.2% | 7,448 | $534K |
| MJP Associates Inc. | 0.10% | Add +0.3% | 7,666 | $529K |
| High Note Wealth, LLC | 0.14% | Add +1.9% | 7,645 | $527K |
| MGB Wealth Management, LLC | 0.16% | Add +16.5% | 7,614 | $525K |
| Lavaca Capital LLC | 0.23% | Reduce -1.2% | 7,539 | $520K |
| Outlook Wealth Advisors, LLC | 0.15% | Add +1.1% | 7,521 | $518K |
| AJ Advisors, LLC | 0.27% | Reduce -1.4% | 7,514 | $518K |
| Meeder Advisory Services, Inc. | 0.03% | Add +112.4% | 7,510 | $518K |
| Duncan Williams Asset Management, LLC | 0.20% | New | 7,498 | $517K |
| Opulen Financial Group LLC | 0.47% | — | 7,430 | $512K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +1.9% | 7,421 | $512K |
| Allworth Financial LP | 0.00% | Add +10.2% | 7,128 | $509K |
| Simplex Trading, LLC | 0.01% | New | 7,372 | $508K |
| Cresset Asset Management, LLC | 0.00% | New | 7,335 | $506K |
| Brio Consultants, LLC | 0.08% | Add +6.0% | 7,122 | $491K |
| Campbell Wealth Management | 0.04% | Add +9.3% | 6,981 | $481K |
| Fiduciary Financial Group, LLC | 0.10% | Add +0.4% | 7,012 | $479K |
| Accredited Investors Inc. | 0.03% | No change | 6,919 | $477K |
| Riversedge Advisors, LLC | 0.11% | New | 6,915 | $477K |
| Cantor Fitzgerald, L. P. | 0.02% | New | 6,900 | $476K |
| PFG Private Wealth Management, LLC | 0.27% | Add +0.4% | 6,892 | $475K |
| Jefferies Financial Group Inc. | 0.01% | New | 6,867 | $473K |
| SageView Advisory Group, LLC | 0.02% | Add +61.1% | 6,796 | $469K |
| MY Wealth Management Inc. | 0.46% | No change | 6,648 | $458K |
| Pure Financial Advisors, LLC | 0.01% | Add +24.7% | 6,645 | $458K |
| Founders Financial Alliance, LLC | 0.13% | Add +4.8% | 6,637 | $458K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -22.8% | 6,624 | $457K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +15.0% | 6,448 | $445K |
| FLC Capital Advisors | 0.10% | Reduce -5.0% | 6,439 | $444K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.3% | 6,439 | $444K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -64.3% | 6,430 | $443K |
| StoneX Group Inc. | 0.02% | New | 6,416 | $442K |
| 3EDGE Asset Management, LP | 0.03% | Add +26.2% | 6,393 | $441K |
| Advisors Capital Management, LLC | 0.01% | Reduce -36.0% | 6,380 | $440K |
| Inspire Advisors, LLC | 0.05% | Add +4.3% | 6,350 | $438K |
| Trail Ridge Investment Advisors, LLC | 0.21% | Add +2.2% | 6,346 | $437K |
| Consolidated Portfolio Review Corp | 0.07% | Add +108.4% | 6,337 | $437K |
| Portland Financial Advisors Inc | 1.17% | — | 6,332 | $437K |
| Talisman Wealth Advisors LLC | 0.46% | New | 6,315 | $435K |
| Prospera Financial Services Inc | 0.01% | Reduce -36.2% | 6,243 | $430K |
| Magnolia Private Wealth, LLC | 0.38% | — | 6,198 | $427K |
| Nepc LLC | 0.01% | New | 6,170 | $425K |
| Destiny Wealth Partners, LLC | 0.07% | No change | 6,134 | $423K |
| Trust Co of the South | 0.09% | No change | 6,079 | $419K |
| Caitlin John, LLC | 0.28% | Add +6.6% | 6,038 | $416K |
| Bailard, Inc. | 0.01% | New | 6,020 | $415K |
| PAX Financial Group, LLC | 0.07% | Add +9.9% | 6,004 | $414K |
| Financial Life Planners | 0.35% | — | 5,977 | $412K |
| CPC Advisors, LLC | 0.06% | New | 5,942 | $410K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +39.7% | 5,920 | $408K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +5.7% | 5,917 | $408K |
| Wilson & Boucher Capital Management, LLC | 0.29% | No change | 5,900 | $407K |
| Colonial River Investments, LLC | 0.19% | Add +4.6% | 5,839 | $403K |
| Ironwood Financial, llc | 0.08% | New | 5,725 | $395K |
| Westside Investment Management, Inc. | 0.08% | Reduce -1.5% | 5,715 | $394K |
| SVB Wealth LLC | 0.01% | New | 5,665 | $391K |
| Defined Wealth Management, LLC | 0.26% | Reduce -1.5% | 5,634 | $388K |
| Moody National Bank Trust Division | 0.04% | Add +14.3% | 5,627 | $388K |
| Mather Group, Llc. | 0.01% | Add +11.8% | 5,600 | $386K |
| Kestra Investment Management, LLC | 0.02% | Add +85.8% | 5,590 | $385K |
| TPG Financial Advisors, LLC | 0.17% | No change | 5,575 | $384K |
| Arrowroot Family Office, LLC | 0.20% | Reduce -0.0% | 5,519 | $380K |
| Diversify Wealth Management, LLC | 0.03% | New | 5,561 | $380K |
| Lion Street Advisors, LLC | 0.12% | Add +5.9% | 5,507 | $380K |
| Partnership Wealth Management, LLC | 0.32% | No change | 5,500 | $379K |
| Vestia Personal Wealth Advisors | 0.31% | Reduce -95.2% | 5,498 | $379K |
| Northstar Group, Inc. | 0.06% | No change | 5,400 | $372K |
| Diligent Investors, LLC | 0.09% | No change | 5,370 | $370K |
| Macroview Investment Management LLC | 0.38% | No change | 5,357 | $369K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -4.3% | 5,354 | $369K |
| Apriem Advisors | 0.04% | No change | 5,269 | $363K |
| Composition Wealth, LLC | 0.01% | New | 5,241 | $361K |
| Claris Financial LLC | 0.24% | — | 5,234 | $361K |
| Frisch Financial Group, Inc. | 0.11% | Reduce -1.2% | 5,227 | $360K |
| Absolute Capital Management, LLC | 0.20% | Add +4.2% | 5,191 | $358K |
| Hardy Reed LLC | 0.03% | No change | 5,177 | $357K |
| TFB Advisors LLC | 0.10% | Add +16.5% | 5,151 | $355K |
| TCP Asset Management, LLC | 0.08% | Reduce -2.8% | 5,140 | $354K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 5,129 | $354K |
| Wedbush Securities Inc. | 0.01% | Reduce -22.5% | 5,127 | $353K |
| D.A. Davidson & Co. | 0.00% | Reduce -91.0% | 5,094 | $351K |
| Inspirion Wealth Advisors, LLC | 0.05% | Add +0.1% | 5,034 | $349K |
| Romano Brothers and Company | 0.04% | Add +26.0% | 5,039 | $347K |
| Fulton Bank, N.A. | 0.01% | No change | 5,005 | $345K |
| Foster Group, Inc. | 0.01% | New | 5,004 | $345K |
| Santori & Peters, Inc. | 0.13% | No change | 4,984 | $344K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 4,948 | $341K |
| Bernardo Wealth Planning LLC | 0.08% | Add +20.9% | 4,922 | $336K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 4,876 | $336K |
| Stark Wealth Management LLC | 0.25% | — | 4,801 | $334K |
| Optivise Advisory Services LLC | 0.18% | Reduce -21.5% | 4,849 | $334K |
| Essex Bank | 0.08% | New | 4,817 | $332K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | No change | 4,804 | $331K |
| Impact Partnership Wealth, LLC | 0.07% | Add +9.1% | 4,792 | $330K |
| Greenup Street Wealth Management LLC | 0.07% | Add +61.1% | 4,782 | $330K |
| CWA Asset Management Group, LLC | 0.02% | No change | 4,753 | $328K |
| Capstone Wealth Management Group, LLC | 0.18% | Reduce -18.0% | 4,744 | $327K |
| William Mack & Associates, Inc. | 0.34% | — | 4,722 | $326K |
| Patten Group, Inc. | 0.07% | Add +11.5% | 4,717 | $325K |
| Sequent Planning LLC | 0.12% | Reduce -19.7% | 4,707 | $324K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +3.3% | 4,671 | $322K |
| Laraway Financial Advisors Inc | 0.25% | Add +37.1% | 4,657 | $321K |
| Bright Futures Wealth Management, LLC. | 0.29% | Add +6.6% | 4,529 | $321K |
| Concorde Asset Management, LLC | 0.17% | Reduce -1.4% | 4,640 | $320K |
| Balefire, LLC | 0.11% | Add +1.2% | 4,646 | $320K |
| NWF Advisory Services Inc. | 0.05% | New | 4,604 | $317K |
| Smith Asset Management Co., LLC | 0.31% | — | 4,577 | $316K |
| Brighton Jones LLC | 0.01% | New | 4,517 | $311K |
| International Assets Investment Management, LLC | 0.03% | New | 4,509 | $310K |
| Southland Equity Partners LLC | 0.07% | Add +7.8% | 4,478 | $309K |
| Welch & Forbes LLC | 0.00% | Add +6.1% | 4,475 | $309K |
| Aerodigm Wealth, LLC | 0.18% | New | 4,451 | $307K |
| Joel Adams & Associates, Inc. | 0.28% | — | 4,438 | $306K |
| RB Capital Management, LLC | 0.07% | Add +47.7% | 4,382 | $302K |
| Lantern Wealth Advisors, LLC | 0.20% | Add +8.7% | 4,369 | $301K |
| Certified Advisory Corp | 0.03% | Add +30.5% | 4,329 | $298K |
| Sandy Cove Advisors, LLC | 0.12% | Add +39.5% | 4,310 | $297K |
| Plan Group Financial, LLC | 0.16% | Add +0.3% | 4,303 | $297K |
| Midwest Financial Network, LLC | 0.31% | — | 4,291 | $296K |
| Stonebridge Financial Group, LLC | 0.03% | — | 4,237 | $292K |
| Sei Investments Co. | 0.00% | Reduce -4.4% | 4,198 | $289K |
| Regal Investment Advisors LLC | 0.02% | New | 4,170 | $287K |
| BCGM Wealth Management, LLC | 0.09% | Add +16.9% | 4,140 | $285K |
| Rothschild Wealth LLC | 0.08% | Reduce -78.2% | 4,081 | $281K |
| FF Advisors,LLC | 0.19% | No change | 3,952 | $281K |
| Amara Financial, Llc. | 0.26% | Add +0.2% | 4,049 | $279K |
| Schulz Wealth, LTD. | 0.21% | Add +0.3% | 4,030 | $278K |
| Fusion Family Wealth, LLC | 0.03% | No change | 4,023 | $277K |
| Argent Trust Co | 0.01% | Reduce -4.7% | 4,011 | $277K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | No change | 4,049 | $273K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -15.3% | 3,826 | $273K |
| Advyzon Investment Management, LLC | 0.11% | — | 3,952 | $272K |
| Harbor Advisory Corp. | 0.09% | No change | 3,936 | $271K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.2% | 3,893 | $268K |
| Park Square Financial Group, LLC | 0.19% | — | 3,889 | $268K |
| Secure Asset Management, LLC | 0.04% | New | 3,862 | $266K |
| ProVise Management Group, LLC | 0.02% | Reduce -7.9% | 3,827 | $264K |
| HB Wealth Management, LLC | 0.00% | New | 3,825 | $264K |
| Prosperity Wealth Management, Inc. | 0.11% | No change | 3,808 | $263K |
| Meridian Wealth Advisors, LLC | 0.04% | Add +0.1% | 3,782 | $261K |
| Private Client Services, LLC | 0.14% | Add +0.3% | 3,756 | $259K |
| Shotwell Rutter Baer Inc | 0.22% | Reduce -0.4% | 3,769 | $257K |
| Prairieview Wealth Partners, LLC | 0.28% | New | 3,733 | $257K |
| Forte Capital LLC | 0.03% | Reduce -16.2% | 3,715 | $256K |
| Affiance Financial, LLC | 0.06% | No change | 3,702 | $255K |
| Sandy Spring Bank | 0.01% | No change | 3,689 | $254K |
| Stephens Inc. | 0.00% | New | 3,668 | $253K |
| Guidance Capital, Inc. | 0.08% | Reduce -1.6% | 3,524 | $252K |
| Cypress Capital Management LLC (WY) | 0.29% | New | 3,620 | $250K |
| Cibc World Market Inc. | 0.00% | Reduce -0.9% | 3,591 | $248K |
| Chesapeake Asset Management LLC | 0.23% | No change | 3,583 | $247K |
| Carmel Capital Partners, LLC | 0.10% | New | 3,582 | $247K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,496 | $241K |
| Orion Capital Management LLC | 0.11% | Reduce -0.4% | 3,489 | $241K |
| Mendel Capital Management LLC | 0.14% | New | 3,465 | $239K |
| Segment Wealth Management, LLC | 0.02% | New | 3,420 | $236K |
| Claro Advisors Inc. | 0.03% | Reduce -8.1% | 3,403 | $235K |
| Global Trust Asset Management, LLC | 0.09% | New | 3,397 | $234K |
| Pineridge Advisors LLC | 0.09% | Reduce -15.3% | 3,347 | $231K |
| Orgel Wealth Management, LLC | 0.01% | New | 3,338 | $230K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -20.3% | 3,318 | $229K |
| Linscomb Wealth, Inc. | 0.01% | No change | 3,318 | $229K |
| Tru Independence Asset Management 2, LLC | 0.19% | No change | 3,286 | $227K |
| New Republic Capital, LLC | 0.15% | Reduce -7.8% | 3,284 | $226K |
| Ignite Planners, LLC | 0.05% | New | 3,222 | $224K |
| Cassady Schiller Wealth Management, LLC | 0.08% | Add +4887.7% | 3,242 | $224K |
| Councilor Wealth, LLC | 0.11% | Add +0.3% | 3,231 | $223K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 3,196 | $220K |
| Conservest Capital Advisors, Inc. | 0.02% | New | 3,193 | $220K |
| Claris Advisors, LLC / Mo / | 0.08% | Reduce -13.9% | 3,186 | $220K |
| Choreo, LLC | 0.00% | New | 3,179 | $219K |
| First Citizens Bank & Trust Co. | 0.00% | New | 3,168 | $218K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.3% | 3,133 | $216K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 3,109 | $214K |
| Boomfish Wealth Group, LLC | 0.13% | No change | 3,098 | $214K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -19.7% | 3,086 | $213K |
| Keybank National Association | 0.00% | New | 3,059 | $211K |
| Provident Wealth Management, LLC | 0.07% | Add +12.9% | 3,039 | $210K |
| Aaron Wealth Advisors LLC | 0.02% | No change | 3,022 | $208K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 2,329 | $208K |
| DGS Capital Management, LLC | 0.05% | Reduce -0.9% | 3,006 | $207K |
| Scotia Capital Inc. | 0.00% | New | 3,005 | $207K |
| CogentBlue Wealth Advisors, LLC | 0.18% | — | 3,001 | $207K |
| Bawa N Mallick Trust | 0.09% | — | 3,000 | $207K |
| Sequent Asset Management, LLC | 0.10% | No change | 2,983 | $206K |
| M3 Advisory Group, LLC | 0.15% | No change | 2,975 | $205K |
| Iron Gate Global Advisors LLC | 0.03% | New | 2,968 | $205K |
| PVG Asset Management Corp. | 0.96% | Reduce -0.6% | 2,952 | $204K |
| Crescent Grove Advisors, LLC | 0.02% | New | 2,929 | $202K |
| Sage Mountain Advisors LLC | 0.01% | Add +10.8% | 2,918 | $201K |
| RCS Financial Planning, LLC | 0.11% | Reduce -28.7% | 2,916 | $201K |
| Sonoma Private Wealth LLC | 0.32% | New | 2,910 | $201K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 2,905 | $200K |
| Breakwater Investment Management | 0.08% | Add +4.5% | 2,887 | $199K |
| New Wave Wealth Advisors LLC | 0.08% | Reduce -31.3% | 2,819 | $194K |
| Parkside Financial Bank & Trust | 0.03% | New | 2,779 | $192K |
| Measured Risk Portfolios, Inc. | 0.21% | — | 2,689 | $185K |
| Parallel Advisors, LLC | 0.00% | Add +53.2% | 2,488 | $172K |
| Glassman Wealth Services | 0.03% | Add +8.5% | 2,395 | $165K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,352 | $162K |
| Sugar Maple Asset Management, LLC | 0.12% | New | 2,290 | $158K |
| Winthrop Capital Management, LLC | 0.04% | No change | 2,172 | $150K |
| Webster Bank, N. A. | 0.02% | Add +97.7% | 2,175 | $150K |
| Financial Gravity Companies, Inc. | 0.03% | Reduce -7.8% | 2,136 | $147K |
| Signaturefd, LLC | 0.00% | Add +9.2% | 2,131 | $147K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,025 | $140K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,000 | $138K |
| Graney & King, LLC | 0.10% | — | 1,991 | $137K |
| PrairieView Partners, LLC | 0.01% | Reduce -12.9% | 1,976 | $136K |
| Ancora Advisors LLC | 0.00% | Add +23.8% | 1,881 | $130K |
| Glen Eagle Advisors, LLC | 0.02% | Add +6156.7% | 1,877 | $129K |
| NFSG Corp | 0.03% | Reduce -21.2% | 1,855 | $128K |
| Financial Connections Group, Inc. | 0.06% | Reduce -0.4% | 1,803 | $124K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.6% | 1,745 | $120K |
| Rialto Wealth Management, LLC | 0.03% | — | 1,475 | $102K |
| Arcadia Investment Management Corp. | 0.02% | Reduce -35.2% | 1,425 | $98K |
| Rakuten Securities, Inc. | 0.04% | Add +1163.0% | 1,364 | $94K |
| Barclays PLC | 0.00% | No change | 1,350 | $93K |
| Castleview Partners, LLC | 0.05% | Reduce -19.7% | 1,344 | $92K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -42.8% | 1,329 | $92K |
| Paladin Advisory Group, LLC | 0.07% | Reduce -4.5% | 1,260 | $87K |
| Safe Harbor Fiduciary, LLC | 0.09% | Add +1.0% | 1,247 | $86K |
| Tucker Asset Management LLC | 0.02% | Add +570.5% | 1,180 | $81K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,119 | $77K |
| Salomon & Ludwin, LLC | 0.01% | Add +10.2% | 1,019 | $70K |
| Dunhill Financial, LLC | 0.03% | Add +0.3% | 992 | $68K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 958 | $66K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Add +4.4% | 952 | $66K |
| Winch Advisory Services, LLC | 0.02% | Add +0.3% | 934 | $64K |
| Smithfield Trust Co | 0.00% | Reduce -0.1% | 924 | $64K |
| Sound Income Strategies, LLC | 0.00% | Add +19.9% | 922 | $64K |
| Ballast Advisors LLC | 0.02% | No change | 884 | $61K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +9.4% | 872 | $60K |
| Kiker Wealth Management, LLC | 0.05% | — | 824 | $57K |
| Rothschild Investment LLC | 0.00% | Add +0.4% | 805 | $55K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 790 | $54K |
| Creekmur Asset Management LLC | 0.01% | Add +0.5% | 780 | $54K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 765 | $53K |
| Wood Tarver Financial Group, LLC | 0.02% | — | 757 | $52K |
| Winnacle Wealth LLC | 0.05% | — | 747 | $51K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 745 | $51K |
| North Star Investment Management Corp. | 0.00% | New | 729 | $50K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.3% | 707 | $49K |
| Arax Advisory Partners | 0.00% | Reduce -3.6% | 698 | $48K |
| Payden & Rygel | 0.00% | New | 700 | $48K |
| Beacon Capital Management, LLC | 0.01% | Add +0.3% | 674 | $46K |
| NBT Bank, N.A. | 0.00% | Reduce -2.2% | 663 | $46K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 646 | $45K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 641 | $44K |
| Decker Retirement Planning Inc. | 0.03% | — | 631 | $43K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -44.7% | 623 | $43K |
| Venturi Wealth Management, LLC | 0.00% | No change | 620 | $43K |
| Promus Capital, LLC | 0.03% | — | 613 | $42K |
| West Branch Capital LLC | 0.01% | New | 597 | $41K |
| Curio Wealth, LLC | 0.02% | — | 597 | $41K |
| Basso Capital Management, L.P. | 0.03% | New | 582 | $40K |
| Comprehensive Financial Planning, Inc. | 0.03% | — | 559 | $39K |
| Clarity Asset Management, Inc. | 0.02% | New | 553 | $38K |
| Highline Wealth Partners LLC | 0.01% | No change | 539 | $37K |
| Blue Trust, Inc. | 0.00% | Add +9.7% | 533 | $37K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 532 | $37K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.4% | 507 | $35K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 500 | $34K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -8.3% | 463 | $32K |
| Hemington Wealth Management | 0.01% | New | 438 | $30K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 429 | $30K |
| Colonial Trust Co / SC | 0.00% | No change | 409 | $28K |
| Ruedi Wealth Management, Inc. | 0.01% | Reduce -6.1% | 400 | $28K |
| Toth Financial Advisory Corp. | 0.00% | No change | 394 | $27K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -22.1% | 376 | $26K |
| Elevation Wealth Partners, LLC | 0.01% | New | 373 | $26K |
| Chilton Capital Management LLC | 0.00% | No change | 372 | $26K |
| Sachetta, LLC | 0.01% | No change | 357 | $25K |
| VSM Wealth Advisory, LLC | 0.01% | — | 346 | $24K |
| Johnson Financial Group, Inc. | 0.00% | No change | 327 | $23K |
| Bray Capital Advisors | 0.01% | Add +10.3% | 320 | $22K |
| Legacy Investment Solutions, LLC | 0.01% | New | 300 | $21K |
| Legacy Wealth Managment, LLC | 0.01% | New | 300 | $21K |
| Wintrust Investments LLC | 0.02% | New | 313 | $21K |
| Reyes Financial Architecture, Inc. | 0.02% | — | 300 | $21K |
| Ironwood Wealth Management, LLC. | 0.01% | Add +100.0% | 290 | $20K |
| New Millennium Group LLC | 0.01% | Add +29.9% | 274 | $19K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 270 | $19K |
| Atlantic Private Wealth, LLC | 0.01% | Add +0.8% | 267 | $18K |
| Centricity Wealth Management, LLC | 0.02% | — | 264 | $18K |
| Cornerstone Planning Group LLC | 0.00% | No change | 256 | $18K |
| Bristlecone Advisors, LLC | 0.00% | No change | 242 | $17K |
| SJS Investment Consulting Inc. | 0.00% | New | 233 | $16K |
| Strengthening Families & Communities, LLC | 0.01% | New | 237 | $16K |
| Hantz Financial Services, Inc. | 0.00% | New | 227 | $16K |
| FPC Investment Advisory, Inc. | 0.01% | No change | 210 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 190 | $13K |
| Nemes Rush Group LLC | 0.00% | Add +282.2% | 172 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 172 | $12K |
| AllSquare Wealth Management LLC | 0.01% | No change | 160 | $11K |
| Fiduciary Advisors, Inc. | 0.01% | — | 152 | $10K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.7% | 149 | $10K |
| EPG Wealth Management LLC | 0.00% | No change | 141 | $10K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 140 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | New | 133 | $9K |
| SouthState Bank Corp | 0.00% | Reduce -6.5% | 130 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 128 | $9K |
| Painted Porch Advisors LLC | 0.00% | No change | 126 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -9.8% | 120 | $8K |
| Nvwm, LLC | 0.00% | New | 107 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 104 | $7K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 98 | $7K |
| Eastern Bank | 0.00% | No change | 97 | $7K |
| Amundi | 0.00% | No change | 96 | $7K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -84.4% | 88 | $6K |
| Tsfg, LLC | 0.00% | Add +1.4% | 74 | $5K |
| ORG Partners LLC | 0.00% | Add +51.2% | 65 | $4K |
| Element Wealth, LLC | 0.00% | No change | 65 | $4K |
| Country Trust Bank | 0.00% | Reduce -37.6% | 53 | $4K |
| Avion Wealth | 0.00% | No change | 46 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 43 | $3K |
| Synergy Asset Management, LLC | 0.00% | New | 43 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | Add +45.8% | 35 | $2K |
| Aventura Private Wealth, LLC | 0.00% | — | 32 | $2K |
| Horizon Bancorp Inc. | 0.00% | Reduce -63.8% | 29 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 28 | $2K |
| Davis Capital Management | 0.00% | No change | 21 | $1K |
| WealthCollab, LLC | 0.00% | Reduce -85.1% | 21 | $1K |
| Lanark Financial, Inc. | 0.11% | — | 18 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +466.7% | 17 | $1K |
| Bellwether Advisors, LLC | 0.00% | New | 15 | $1K |
| Clark Wealth Partners | 0.00% | — | 14 | $965 |
| Bfsg, LLC | 0.00% | Reduce -25.0% | 12 | $828 |
| Optimum Investment Advisors | 0.00% | No change | 10 | $689 |
| Versant Capital Management, Inc | 0.00% | No change | 9 | $645 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 933 | $643 |
| Montag A & Associates Inc. | 0.00% | No change | 6 | $414 |
| Albion Financial Group | 0.00% | No change | 5 | $345 |
| HHM Wealth Advisors, LLC | 0.00% | Add +66.7% | 5 | $345 |
| 2UniFi Bank | 0.00% | — | 3 | $207 |
| Manchester Capital Management LLC | 0.00% | Reduce -80.0% | 2 | $140 |
| Quent Capital, LLC | 0.00% | No change | 1 | $69 |
"% 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.