Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q1 2025 (March 31)1,292holders +38
117new positions
71sold out
5famous investors
$65.73avg. 13F price*
At the end of Q1 2025, 1,292 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 38 from Q4 2024. 117 opened new positions and 71 sold out. The largest holders were Betterment LLC ($4.3B), LPL Financial LLC ($2.8B) and Bank of America Corp. ($2.1B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ste STR SPDR PT S&P 500 ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $2.1B |
| Exits | 71 | $732.2M |
All 13F filers, Q4 2024 → Q1 2025: 120,463,984 shares bought and 32,640,994 shares sold, net +87,822,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,292 holders
| Betterment LLC | 10.12% | Add +22.7% | 64,900,904 | $4.3B |
| LPL Financial LLC | 1.07% | Add +6.7% | 41,960,691 | $2.8B |
| Bank of America Corp. | 0.18% | Add +338.9% | 31,512,022 | $2.1B |
| Jones Financial Companies LLLP | 1.82% | Add +99.4% | 31,074,010 | $2.0B |
| Creative Planning | 1.91% | Add +1.3% | 30,820,373 | $2.0B |
| USS Investment Management Ltd | 10.58% | New | 21,200,000 | $1.4B |
| Invesco Ltd. | 0.20% | Add +5.0% | 16,237,931 | $1.1B |
| Envestnet Asset Management Inc. | 0.30% | Add +10.3% | 14,260,404 | $937.8M |
| Allianz Asset Management GmbH | 1.25% | Add +38.6% | 12,846,198 | $844.8M |
| Morgan Stanley | 0.05% | Add +14.2% | 11,248,559 | $739.7M |
| Advance Capital Management, Inc. | 32.21% | Reduce -16.3% | 10,239,963 | $673.4M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 5.29% | No change | 8,953,000 | $588.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -8.3% | 8,644,075 | $568.4M |
| Cwm, LLC | 2.23% | Add +7.8% | 8,484,225 | $557.9M |
| Osaic Holdings, Inc. | 1.18% | Reduce -15.9% | 8,036,530 | $528.5M |
| Clark Capital Management Group, Inc. | 3.47% | Add +3.3% | 7,350,431 | $483.4M |
| OneDigital Investment Advisors LLC | 5.59% | Reduce -5.3% | 7,167,986 | $471.4M |
| 1900 Wealth Management LLC | 28.03% | Add +9.0% | 5,125,848 | $337.1M |
| Financial Engines Advisors L.L.C. | 0.70% | Reduce -0.7% | 4,977,909 | $327.3M |
| Natixis Advisors, LLC | 0.60% | Add +56.5% | 4,975,110 | $327.2M |
| Ameriprise Financial Inc. | 0.08% | Reduce -2.1% | 4,598,268 | $301.8M |
| Goldman Sachs Group Inc. | 0.06% | Add +3.1% | 4,487,762 | $295.1M |
| Manufacturers Life Insurance Company, The | 0.28% | Reduce -4.3% | 4,419,347 | $290.6M |
| Stadion Money Management, LLC | 28.52% | Reduce -3.4% | 4,352,005 | $286.2M |
| Private Advisor Group, LLC | 1.68% | Add +4.0% | 4,222,404 | $277.7M |
| GM Advisory Group, LLC | 14.86% | Add +3.5% | 4,183,642 | $275.1M |
| TD Private Client Wealth LLC | 7.29% | Add +11.3% | 4,023,317 | $264.6M |
| HighTower Advisors, LLC | 0.35% | Add +12.2% | 3,933,070 | $258.6M |
| Advocacy Wealth Management, LLC | 17.61% | Reduce -8.4% | 3,932,092 | $258.6M |
| Wealthcare Advisory Partners LLC | 6.64% | Add +4.4% | 3,763,062 | $247.5M |
| Capital Analysts, LLC | 9.06% | Add +4.3% | 3,692,715 | $242.8M |
| Raymond James Financial Inc. | 0.09% | Reduce -6.3% | 3,666,884 | $241.1M |
| Gradient Investments LLC | 4.57% | Reduce -27.5% | 3,447,304 | $226.7M |
| Norinchukin Bank, The | 4.12% | Add +64.2% | 3,410,270 | $224.3M |
| NorthRock Partners, LLC | 7.50% | Add +5.5% | 3,395,605 | $223.3M |
| Wells Fargo & Company | 0.05% | Add +22.7% | 3,334,294 | $219.3M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Add +35.0% | 2,975,287 | $195.7M |
| Two Sigma Investments, LP | 0.43% | Reduce -16.3% | 2,878,700 | $189.3M |
| Endurance Services Ltd | 34.50% | Add +1256.7% | 2,831,385 | $186.2M |
| Cetera Investment Advisers | 0.36% | Add +5.8% | 2,819,716 | $185.4M |
| SCS Capital Management LLC | 2.13% | New | 2,544,362 | $167.3M |
| Assetmark, Inc. | 0.46% | Reduce -19.8% | 2,529,636 | $166.3M |
| Mariner, LLC | 0.24% | Reduce -6.0% | 2,226,741 | $146.4M |
| AE Wealth Management LLC | 1.14% | Reduce -11.8% | 2,066,709 | $135.9M |
| Peterson Wealth Advisors, LLC | 25.81% | Reduce -4.9% | 2,251,634 | $133.6M |
| Spinnaker Trust | 8.59% | Add +10.8% | 2,001,617 | $131.6M |
| NewEdge Advisors, LLC | 0.78% | Reduce -5.2% | 1,990,911 | $130.9M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +10.6% | 1,951,291 | $128.3M |
| Tennessee Valley Asset Management Partners | 20.56% | Add +1.5% | 1,916,846 | $126.1M |
| UBS Group AG | 0.03% | Add +17.3% | 1,858,568 | $122.2M |
| Austin Private Wealth, LLC | 10.71% | Reduce -1.7% | 1,812,682 | $119.2M |
| Ascent Group, LLC | 5.06% | Add +164.1% | 1,792,898 | $117.9M |
| UNIVEST FINANCIAL Corp | 7.66% | Add +13.2% | 1,783,960 | $117.3M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Reduce -3.8% | 1,729,956 | $113.8M |
| Sand Hill Global Advisors, LLC | 4.63% | Add +2.8% | 1,709,685 | $112.4M |
| State Street Corp. | 0.00% | Add +29.2% | 1,582,034 | $104.0M |
| MML Investors Services, LLC | 0.34% | Reduce -0.6% | 1,571,308 | $103.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8.07% | Add +9.4% | 1,547,810 | $102.1M |
| Good Life Advisors, LLC | 6.96% | Reduce -4.9% | 1,501,603 | $98.7M |
| KWB Wealth | 11.35% | Add +2.6% | 1,364,601 | $94.1M |
| Mizuho Bank, Ltd. | 20.79% | New | 1,400,000 | $92.1M |
| Aptus Capital Advisors, LLC | 1.03% | Reduce -13.2% | 1,385,281 | $91.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.37% | Add +41.8% | 1,384,318 | $90.5M |
| Standpoint Asset Management, LLC | 16.60% | Add +7.1% | 1,370,000 | $90.1M |
| Integrity Alliance, Llc. | 3.49% | Add +58.5% | 1,342,587 | $88.3M |
| Great Valley Advisor Group, Inc. | 1.83% | Add +47.6% | 1,293,747 | $85.1M |
| 49 Wealth Management, LLC | 10.19% | Add +25.8% | 1,286,521 | $84.6M |
| First Command Advisory Services, Inc. | 0.81% | Add +38.5% | 1,281,587 | $84.3M |
| RiverFront Investment Group, LLC | 1.82% | Add +2.1% | 1,245,532 | $81.9M |
| Taiyo Life Insurance Co. | 7.28% | No change | 1,235,500 | $81.2M |
| World Investment Advisors | 2.10% | Add +399.2% | 1,230,069 | $80.9M |
| AlphaStar Capital Management, LLC | 8.01% | Reduce -11.3% | 1,209,776 | $79.6M |
| Commonwealth Equity Services, LLC | 0.11% | Add +10.6% | 1,159,497 | $76.2M |
| Compass Ion Advisors, LLC | 8.93% | Add +4.6% | 1,153,271 | $75.8M |
| Kestra Advisory Services, LLC | 0.36% | Add +12.3% | 1,135,197 | $74.7M |
| Agur Provident & Training Funds Management Ltd. | 29.69% | No change | 1,128,194 | $74.2M |
| Integrated Wealth Concepts LLC | 0.86% | Reduce -26.0% | 1,123,335 | $73.9M |
| Stratos Wealth Partners, LTD. | 1.11% | Reduce -1.0% | 1,099,524 | $72.3M |
| OneAscent Financial Services LLC | 4.67% | Add +1.3% | 1,085,139 | $71.6M |
| N.E.W. Advisory Services LLC | 5.34% | Add +8.2% | 1,060,174 | $69.7M |
| Armstrong Advisory Group, Inc. | 5.50% | No change | 998,848 | $68.9M |
| Royal Bank of Canada | 0.02% | Reduce -11.9% | 1,046,613 | $68.8M |
| Intrua Financial, LLC | 10.63% | Add +4.0% | 1,032,923 | $67.9M |
| CFS Investment Advisory Services, LLC | 5.79% | Reduce -9.6% | 989,920 | $65.1M |
| Avidian Wealth Enterprises, LLC | 2.89% | Add +17.3% | 985,796 | $64.8M |
| Crews Bank & Trust | 11.03% | Add +1.5% | 983,573 | $64.7M |
| Brown Financial Advisory | 39.95% | Add +5.8% | 963,502 | $63.4M |
| Vertex Planning Partners, LLC | 13.40% | Add +2.1% | 933,352 | $61.4M |
| VestGen Advisors, LLC | 2.76% | — | 922,932 | $60.7M |
| Allen Capital Group, LLC | 6.94% | Reduce -1.1% | 920,334 | $60.5M |
| Sterling Group Wealth Management, LLC | 32.41% | Add +2.1% | 919,083 | $60.4M |
| Retirement Income Solutions, Inc. | 12.42% | Add +101.1% | 902,832 | $59.4M |
| O'Brien Wealth Partners LLC | 10.75% | Add +2.0% | 877,803 | $57.7M |
| IMC-Chicago, LLC | 2.23% | New | 875,913 | $57.6M |
| Lifelong Wealth Advisors, Inc. | 26.97% | Reduce -0.7% | 874,455 | $57.5M |
| Detalus Advisors, LLC | 18.01% | Reduce -2.9% | 872,142 | $57.4M |
| O'Dell Group, LLC | 14.77% | Reduce -0.2% | 866,603 | $57.0M |
| Park Avenue Securities LLC | 0.69% | Add +5.7% | 852,655 | $56.1M |
| Principal Securities, Inc. | 1.24% | No change | 802,689 | $55.3M |
| Wealthspire Advisors, LLC | 0.33% | Reduce -3.0% | 838,210 | $55.1M |
| Clear Creek Financial Management, LLC | 5.69% | Add +37.8% | 834,875 | $54.9M |
| Auour Investments LLC | 19.50% | Add +4.7% | 825,436 | $53.8M |
| Priebe Wealth Holdings LLC | 33.35% | Add +12.6% | 813,233 | $53.5M |
| New Perspectives, Inc | 28.33% | Reduce -6.9% | 807,452 | $53.1M |
| IAG Wealth Partners, LLC | 8.09% | Add +4.8% | 791,709 | $52.1M |
| One Wealth Advisors, LLC | 7.75% | Reduce -8.0% | 789,599 | $51.9M |
| Security Financial Services, INC. | 10.03% | Reduce -14.1% | 768,300 | $50.5M |
| Snowden Capital Advisors LLC | 1.61% | Add +0.3% | 757,096 | $49.8M |
| Americana Partners, LLC | 1.93% | Reduce -7.1% | 755,318 | $49.7M |
| North Star Asset Management Inc. | 2.26% | Add +4.5% | 753,652 | $49.6M |
| Eagle Strategies LLC | 8.58% | Add +4.2% | 750,285 | $49.3M |
| Denver Wealth Management, Inc. | 22.32% | Add +0.8% | 744,213 | $48.9M |
| Horizon Wealth Management, LLC | 8.23% | Reduce -29.6% | 742,388 | $48.8M |
| Dynamic Advisor Solutions LLC | 1.61% | New | 742,383 | $48.8M |
| Horst & Graben Wealth Management LLC | 8.72% | Reduce -7.5% | 739,218 | $48.6M |
| ODonnell Financial Services, LLC | 19.39% | Reduce -0.8% | 714,500 | $47.0M |
| Janus Henderson Group PLC | 0.03% | No change | 713,740 | $46.7M |
| Leading Edge Financial Planning LLC | 14.44% | Add +5.0% | 702,763 | $46.2M |
| Penobscot Wealth Management | 19.18% | Add +11.6% | 693,372 | $45.6M |
| Brookstone Capital Management | 0.65% | Reduce -3.4% | 691,446 | $45.5M |
| One Day In July LLC | 4.52% | Add +19.3% | 686,562 | $45.1M |
| Harbour Investments, Inc. | 1.28% | Reduce -10.2% | 681,939 | $44.8M |
| Private Wealth Group, LLC | 26.20% | Reduce -7.5% | 677,783 | $44.6M |
| Badgley Phelps Wealth Managers, LLC | 1.07% | Reduce -33.4% | 671,252 | $44.1M |
| Physician Wealth Advisors, Inc. | 7.53% | Reduce -8.4% | 664,678 | $43.7M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -1.5% | 620,146 | $43.7M |
| Gladstone Institutional Advisory LLC | 2.03% | Add +3.6% | 662,742 | $43.6M |
| Financial Enhancement Group LLC | 6.68% | Add +0.3% | 690,557 | $42.8M |
| Western Wealth Management, LLC | 2.66% | Add +10.6% | 609,470 | $40.1M |
| Tull Financial Group, Inc. | 23.14% | Add +215.1% | 604,292 | $39.7M |
| SOL Capital Management CO | 4.36% | Add +13.0% | 601,977 | $39.6M |
| CCG Wealth Management, LLC | 23.49% | Reduce -9.1% | 597,078 | $39.3M |
| Keystone Financial Group | 3.99% | Reduce -4.4% | 594,190 | $39.1M |
| Cahaba Wealth Management, Inc. | 3.21% | Add +1.5% | 590,570 | $38.8M |
| Sequoia Financial Advisors, LLC | 0.30% | Reduce -2.5% | 580,968 | $38.2M |
| Redhawk Wealth Advisors, Inc. | 5.13% | Add +3559.3% | 579,665 | $38.1M |
| Penserra Capital Management LLC | 0.68% | New | 577,646 | $38.0M |
| Flagship Harbor Advisors, LLC | 1.99% | Add +0.8% | 575,589 | $37.9M |
| Kickstand Ventures, Llc. | 9.74% | Reduce -15.5% | 575,383 | $37.8M |
| Wealth Management Nebraska | 5.73% | New | 572,613 | $37.7M |
| US Bancorp \de | 0.05% | Add +6.3% | 564,689 | $37.1M |
| Waverly Advisors, LLC | 0.45% | Add +8.8% | 555,872 | $36.6M |
| Revere Asset Management, Inc | 39.11% | Reduce -27.5% | 551,568 | $36.3M |
| IFP Advisors, Inc | 1.12% | Add +4.2% | 550,771 | $36.2M |
| Cornerstone Wealth Management, LLC | 2.44% | Add +1.7% | 548,371 | $36.1M |
| Savant Capital, LLC | 0.30% | Reduce -34.5% | 547,613 | $36.0M |
| Cary Street Partners Financial LLC | 1.13% | Add +8.3% | 545,799 | $35.9M |
| Signal Advisors Wealth, LLC | 3.46% | Add +34.8% | 538,060 | $35.4M |
| Market Street Wealth Management Advisors LLC | 5.99% | Reduce -0.7% | 536,261 | $35.3M |
| Compass Financial Services Inc | 18.32% | Add +1.3% | 530,640 | $34.9M |
| Wealthspire Retirement, LLC | 2.76% | Add +12.9% | 530,211 | $34.9M |
| PSI Advisors, LLC | 11.14% | Add +1.9% | 520,736 | $34.2M |
| CSM Advisors, LLC | 1.84% | Reduce -2.4% | 511,929 | $33.7M |
| Sanctuary Advisors, LLC | 0.23% | Reduce -14.9% | 503,728 | $33.1M |
| First Heartland Consultants, Inc. | 3.39% | Add +1.9% | 500,231 | $32.9M |
| Henderson Brothers Financial Partners, LLC | 16.44% | — | 409,057 | $32.8M |
| Louisiana State Employees Retirement System | 0.65% | Add +31.1% | 497,800 | $32.7M |
| Maia Wealth LLC | 7.42% | Reduce -6.5% | 516,007 | $32.7M |
| Strategic Financial Partners, Ltd. | 17.13% | Reduce -11.0% | 494,609 | $32.5M |
| Fifth Third Bancorp | 0.12% | Add +4.6% | 494,104 | $32.5M |
| Client 1ST Advisory Group, LLC | 12.46% | Add +2.5% | 486,799 | $32.0M |
| Highland Financial Advisors, LLC | 11.32% | Add +3.7% | 481,233 | $31.6M |
| Moneta Group Investment Advisors LLC | 0.43% | Add +0.5% | 473,907 | $31.2M |
| KMG Fiduciary Partners, LLC | 2.58% | Reduce -3.2% | 472,904 | $31.1M |
| Principal Financial Group Inc. | 0.02% | Add +3.7% | 469,976 | $30.9M |
| Larson Financial Group LLC | 1.47% | Add +26.8% | 469,636 | $30.9M |
| IHT Wealth Management, LLC | 0.96% | Reduce -45.1% | 467,867 | $30.8M |
| Retirement Financial Solutions, LLC | 11.93% | Add +66.3% | 466,141 | $30.7M |
| Citadel Advisors | 0.03% | Add +316.8% | 462,356 | $30.4M |
| Luken Investment Analytics, LLC | 14.23% | Add +186.8% | 462,296 | $30.4M |
| Merit Financial Group, LLC | 0.45% | Reduce -27.3% | 461,509 | $30.3M |
| Bank Hapoalim BM | 4.55% | Add +13.1% | 459,000 | $30.2M |
| Equitable Holdings, Inc. | 0.28% | Add +30.3% | 455,954 | $30.0M |
| Buttonwood Financial Group, LLC | 17.52% | Reduce -9.0% | 484,366 | $29.9M |
| Virtue Capital Management, LLC | 3.49% | New | 455,060 | $29.9M |
| HM Payson & Co. | 0.52% | Add +15.3% | 448,873 | $29.5M |
| Procyon Advisors, LLC | 1.78% | Add +11.6% | 445,895 | $29.3M |
| Goodman Advisory Group, LLC | 8.93% | Reduce -3.0% | 445,237 | $29.3M |
| Quantum Financial Planning Services, Inc. | 15.99% | Add +4.2% | 444,516 | $29.2M |
| RFG Advisory, LLC | 0.79% | Add +16.6% | 443,142 | $29.1M |
| Daido Life Insurance Co. | 3.93% | No change | 440,783 | $29.0M |
| Global View Capital Management LLC | 10.53% | Add +33.0% | 440,603 | $29.0M |
| Fortitude Financial, LLC | 27.37% | Add +101.7% | 436,977 | $28.7M |
| Ridgeline Wealth Planning, LLC | 27.12% | Add +2.6% | 419,586 | $27.6M |
| Eldridge Investment Advisors, Inc. | 6.33% | Reduce -2.3% | 418,079 | $27.5M |
| WBH Advisory Inc. | 2.50% | Add +24.6% | 408,093 | $26.8M |
| Novem Group | 3.76% | Reduce -4.3% | 404,904 | $26.6M |
| Montz Harcus Wealth Management LLC | 14.51% | Add +1.5% | 403,918 | $26.6M |
| Scarborough Advisors, LLC | 3.77% | Reduce -6.0% | 402,231 | $26.5M |
| Talon Private Wealth, LLC | 3.51% | Add +906.5% | 382,555 | $26.2M |
| Broadway Wealth Solutions, Inc. | 19.05% | Add +7.2% | 397,011 | $26.1M |
| Financial Insights, Inc. | 10.28% | Add +9.1% | 392,624 | $25.8M |
| TSA Wealth Managment LLC | 10.23% | Reduce -7.9% | 391,256 | $25.7M |
| Tableaux LLC | 18.38% | Add +3.6% | 387,640 | $25.5M |
| Vestmark Advisory Solutions, Inc. | 0.65% | Add +24.1% | 383,476 | $25.2M |
| Leslie Global Wealth, LLC | 12.00% | Add +3.9% | 374,951 | $24.7M |
| Atria Wealth Solutions, Inc. | 0.30% | Reduce -13.6% | 374,819 | $24.6M |
| Rockbridge Investment Management, LCC | 2.89% | Add +14.6% | 371,949 | $24.5M |
| Investment Planning Advisors, Inc. | 9.88% | Add +24.9% | 369,833 | $24.3M |
| Liberty Square Wealth Partners LLC | 9.26% | Add +1.2% | 369,156 | $24.3M |
| Nottingham Advisors, Inc. | 3.71% | Reduce -12.2% | 368,773 | $24.3M |
| Cerity Partners LLC | 0.05% | Add +7.7% | 365,254 | $24.0M |
| Petix & Botte Co | 6.28% | Add +40.0% | 362,514 | $23.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.9% | 356,623 | $23.5M |
| Knightsbridge Asset Management, LLC | 6.07% | Reduce -0.9% | 353,686 | $23.3M |
| Crown Wealth Group, LLC | 11.88% | Reduce -11.3% | 348,323 | $22.9M |
| Lloyd Advisory Services, LLC. | 11.43% | Reduce -13.3% | 346,048 | $22.8M |
| Walkner Condon Financial Advisors LLC | 4.59% | Reduce -15.7% | 344,866 | $22.7M |
| Level Four Advisory Services, LLC | 0.93% | Add +2.4% | 343,515 | $22.6M |
| Mayflower Financial Advisors, LLC | 3.41% | Add +4.1% | 340,497 | $22.4M |
| Welch Capital Partners LLC | 5.30% | Add +176.6% | 338,397 | $22.3M |
| Forthright Family Wealth Advisory LLC | 14.64% | Add +2.0% | 336,947 | $22.2M |
| Focus Financial Network, Inc. | 0.91% | Reduce -3.1% | 336,929 | $22.2M |
| American Century Companies Inc. | 0.01% | Add +4.6% | 335,000 | $22.0M |
| Wealth Advisors of Iowa, LLC | 9.31% | Reduce -2.3% | 329,486 | $21.7M |
| Vigilare Wealth Management | 8.62% | New | 328,140 | $21.6M |
| Geneos Wealth Management Inc. | 0.72% | Add +9.6% | 326,788 | $21.5M |
| CreativeOne Wealth, LLC | 0.64% | Reduce -37.9% | 324,769 | $21.4M |
| IFG Advisory, LLC | 1.16% | Reduce -0.4% | 318,420 | $20.9M |
| Steele Capital Management, Inc. | 1.09% | Reduce -0.6% | 318,175 | $20.9M |
| Kelman-Lazarov, Inc. | 3.79% | New | 317,912 | $20.9M |
| Independent Financial Group, LLC | 0.72% | Add +12.4% | 317,524 | $20.9M |
| McMill Wealth Management | 7.50% | Add +5.5% | 316,463 | $20.8M |
| Stifel Financial Corp. | 0.02% | Reduce -1.0% | 313,359 | $20.6M |
| HUB Investment Partners, LLC | 0.82% | Add +7.5% | 309,563 | $20.4M |
| WCG Wealth Advisors LLC | 1.55% | Reduce -16.0% | 309,524 | $20.4M |
| Keel Point, LLC | 1.58% | Add +0.2% | 308,283 | $20.3M |
| MIdWestOne Financial Group, Inc. | 2.88% | Add +1.0% | 308,182 | $20.3M |
| West Wealth Group, LLC | 5.93% | Reduce -22.8% | 304,159 | $20.1M |
| Cypress Wealth Services, LLC | 4.05% | Add +0.5% | 303,756 | $20.0M |
| Wealth Advisory Solutions, LLC | 5.25% | Add +4.5% | 301,821 | $19.8M |
| Cornerstone Advisors Asset Management, LLC | 4.06% | Add +0.4% | 301,695 | $19.8M |
| Ausdal Financial Partners, Inc. | 1.48% | Reduce -2.3% | 298,499 | $19.6M |
| SPC Financial, Inc. | 1.72% | Add +1.8% | 298,025 | $19.6M |
| Carnegie Investment Counsel | 0.46% | Add +10.9% | 327,939 | $19.6M |
| Strategic Blueprint, LLC | 1.06% | Add +7.5% | 294,801 | $19.4M |
| NorthCoast Asset Management LLC | 0.10% | Reduce -23.7% | 294,413 | $19.4M |
| Tidemark, LLC | 7.07% | Add +25.8% | 293,088 | $19.3M |
| Hobbs Wealth Management, LLC | 21.28% | Add +3.2% | 291,657 | $19.2M |
| Moneco Advisors, LLC | 1.95% | Add +37.5% | 286,569 | $18.8M |
| Clarus Group, Inc. | 7.31% | Reduce -1.4% | 286,185 | $18.8M |
| Bricktown Capital, LLC | 3.52% | No change | 285,750 | $18.8M |
| Panoramic Investment Advisors, LLC | 12.55% | Add +1.2% | 282,554 | $18.6M |
| B.O.S.S. Retirement Advisors, LLC | 5.28% | Reduce -1.2% | 276,995 | $18.2M |
| Core Wealth Advisors, Inc. | 5.74% | Reduce -2.2% | 274,156 | $18.0M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +0.1% | 273,770 | $18.0M |
| Orion Portfolio Solutions, LLC | 0.18% | Add +0.1% | 273,770 | $18.0M |
| Arrien Investments, Inc. | 12.88% | Add +0.7% | 273,147 | $18.0M |
| Fifth Third Securities, Inc. | 1.51% | Add +25.3% | 271,472 | $17.9M |
| Rehmann Capital Advisory Group | 1.12% | Add +20.5% | 271,044 | $17.8M |
| Debussy Capital Management LP | 2.79% | Add +4.2% | 263,565 | $17.3M |
| Jackson Wealth Management, LLC | 2.09% | Add +1.5% | 262,249 | $17.2M |
| Astor Investment Management LLC | 9.16% | Reduce -2.5% | 261,787 | $17.2M |
| Kagan Cocozza Asset Management | 14.00% | Add +0.7% | 260,480 | $17.1M |
| Gen-Wealth Partners Inc | 7.14% | Add +3.7% | 259,937 | $17.1M |
| Windsor Capital Management, LLC | 5.24% | Reduce -5.5% | 259,460 | $17.1M |
| M1 Capital Management LLC | 10.54% | Reduce -9.2% | 256,214 | $16.8M |
| Bank of New York Mellon Corp | 0.00% | Add +188.3% | 255,410 | $16.8M |
| Legacy Advisory Services, LLC | 14.05% | Reduce -16.6% | 253,044 | $16.6M |
| Accelerate Investment Advisors LLC | 13.59% | Add +0.4% | 246,773 | $16.2M |
| Olympus Wealth Management, LLC | 7.09% | New | 245,618 | $16.2M |
| Tectonic Advisors LLC | 1.01% | Reduce -0.7% | 244,930 | $16.1M |
| Maripau Wealth Management LLC | 9.21% | Add +21.7% | 243,925 | $16.0M |
| Rational Advisors, Inc. | 1.67% | Reduce -7.3% | 242,664 | $16.0M |
| Apeiron RIA LLC | 4.70% | Reduce -0.1% | 236,604 | $15.6M |
| Flow Traders U.S. LLC | 0.65% | Add +2808.7% | 235,660 | $15.5M |
| Mutual Advisors, LLC | 0.44% | Add +15.8% | 238,765 | $15.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.93% | Add +11.5% | 235,310 | $15.4M |
| Truist Financial Corp. | 0.02% | Add +44.2% | 232,460 | $15.3M |
| WealthTrak Capital Management LLC | 12.95% | Add +8.4% | 228,456 | $15.0M |
| Kohmann Bosshard Financial Services, LLC | 1.77% | Reduce -1.9% | 228,289 | $15.0M |
| CoreCap Advisors, LLC | 0.66% | Add +6.7% | 226,475 | $14.9M |
| Advisory Alpha, LLC | 0.50% | Add +3.5% | 225,570 | $14.8M |
| POM Investment Strategies, LLC | 17.26% | New | 224,586 | $14.8M |
| S. R. Schill & Associates | 11.74% | Add +1.3% | 223,866 | $14.7M |
| Atria Investments, Inc | 0.19% | Add +5.7% | 220,636 | $14.5M |
| Spectrum Planning & Advisory Services Inc. | 12.07% | Reduce -19.0% | 220,538 | $14.5M |
| Ridgeline Wealth, LLC | 12.24% | Reduce -0.6% | 218,867 | $14.4M |
| Bank of Nova Scotia | 0.03% | Add +33.3% | 217,390 | $14.3M |
| Legacy Solutions, LLC | 15.65% | Add +1.7% | 216,005 | $14.2M |
| Investors Research Corp | 3.06% | Add +7.4% | 215,002 | $14.1M |
| RBF Capital, LLC | 0.89% | No change | 214,574 | $14.1M |
| Abound Financial, LLC | 6.89% | Reduce -2.7% | 207,094 | $13.6M |
| Tradition Wealth Management, LLC | 1.18% | Reduce -9.4% | 204,649 | $13.5M |
| Archer Investment Corp | 3.45% | Add +10.0% | 202,524 | $13.3M |
| United Asset Strategies, Inc. | 1.23% | Reduce -0.1% | 201,438 | $13.2M |
| PFG Advisors | 0.74% | Add +39.8% | 200,805 | $13.2M |
| SkyOak Wealth, LLC | 2.87% | Reduce -0.8% | 199,044 | $13.1M |
| Bay Capital Advisors, LLC | 10.90% | Add +4.3% | 199,021 | $13.1M |
| Elevated Capital Advisors, LLC | 3.64% | Add +1.1% | 197,581 | $13.0M |
| Brown Financial Advisors | 5.33% | Reduce -33.1% | 196,428 | $12.9M |
| NBZ Investment Advisors LLC | 7.42% | Reduce -50.7% | 195,111 | $12.8M |
| Archford Capital Strategies, LLC | 1.82% | Add +1469.7% | 188,556 | $12.4M |
| Capital Advantage, Inc. | 2.26% | No change | 179,617 | $12.4M |
| Municipal Employees' Retirement System of Michigan | 0.16% | No change | 188,205 | $12.4M |
| Sowell Financial Services LLC | 0.56% | Add +148.7% | 186,654 | $12.3M |
| Gateway Wealth Partners, LLC | 2.71% | Add +11.1% | 183,736 | $12.1M |
| NovaPoint Capital, LLC | 3.69% | Add +4.6% | 182,073 | $12.0M |
| Advisory Services Network, LLC | 0.22% | Add +52.8% | 178,009 | $11.7M |
| Quadrant Private Wealth Management, LLC | 2.90% | Add +5.5% | 177,314 | $11.7M |
| Advisor Resource Council | 0.94% | New | 187,557 | $11.6M |
| Corient Private Wealth LP | 0.02% | Reduce -6.2% | 176,289 | $11.6M |
| OMNI 360 Wealth, Inc. | 7.76% | Add +4.0% | 176,066 | $11.6M |
| Prairie Sky Financial Group LLC | 6.85% | Add +3.3% | 175,268 | $11.5M |
| Towercrest Capital Management | 2.15% | Reduce -1.8% | 172,294 | $11.3M |
| Marathon Mission, Inc. | 7.82% | Reduce -2.5% | 169,901 | $11.2M |
| Keystone Financial Services, LLC | 9.44% | Add +4.0% | 169,472 | $11.1M |
| GenWealth Group, Inc. | 2.44% | Add +2.0% | 168,578 | $11.1M |
| FFG Retirement Advisors LLC | 7.55% | Reduce -15.4% | 168,542 | $11.1M |
| Waterloo Capital, L.P. | 1.02% | Reduce -5.1% | 166,408 | $10.9M |
| Benjamin Edwards Inc. | 0.15% | New | 165,412 | $10.9M |
| Forefront Wealth Partners, LLC | 7.39% | Add +19.4% | 165,060 | $10.9M |
| Adams Wealth Management | 2.11% | Reduce -0.0% | 163,674 | $10.8M |
| CacheTech Inc. | 2.10% | Reduce -0.0% | 163,674 | $10.8M |
| Valmark Advisers, Inc. | 0.16% | Add +4.7% | 163,553 | $10.8M |
| Merkkuri Wealth Advisors LLC | 9.17% | Add +18.9% | 162,913 | $10.7M |
| Convergence Financial, LLC | 2.10% | Add +74.2% | 162,738 | $10.7M |
| Fragasso Financial Advisors Inc | 0.79% | Add +5.1% | 162,039 | $10.7M |
| Cannon Wealth Management Services, LLC | 9.49% | Add +6.5% | 161,028 | $10.6M |
| Valtinson Bruner Financial Planning LLC | 3.58% | Reduce -23.2% | 160,897 | $10.6M |
| Win Advisors, Inc. | 5.39% | New | 159,544 | $10.5M |
| Hills Bank & Trust Co | 0.73% | Add +83.0% | 156,714 | $10.3M |
| Chicago Partners Investment Group LLC | 0.34% | Add +21.5% | 155,368 | $10.3M |
| Hollencrest Capital Management | 0.45% | Add +0.9% | 155,849 | $10.2M |
| McNamara Financial Services, Inc. | 2.20% | Reduce -1.8% | 155,814 | $10.2M |
| PCG Wealth Advisors, LLC | 3.56% | Add +20.5% | 155,312 | $10.2M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -9.2% | 155,085 | $10.2M |
| Avantax Advisory Services, Inc. | 0.06% | Add +10.5% | 153,492 | $10.1M |
| Calton & Associates, Inc. | 2.30% | Add +357.0% | 153,182 | $10.1M |
| Townsquare Capital LLC | 0.11% | Add +5.3% | 152,076 | $10.0M |
| Marathon Strategic Advisors, LLC | 10.73% | Reduce -1.1% | 151,764 | $10.0M |
| AdvisorNet Financial, Inc | 0.74% | Add +20.8% | 151,429 | $10.0M |
| Financial Futures Ltd Liability Co. | 5.64% | Reduce -7.7% | 151,242 | $9.9M |
| Park Place Capital Corp | 2.65% | Add +249.8% | 148,755 | $9.8M |
| Jacobi Capital Management LLC | 0.72% | Add +1.6% | 148,683 | $9.8M |
| Venture Visionary Partners LLC | 0.41% | Add +136.2% | 148,404 | $9.8M |
| Rainier Family Wealth Inc. | 11.36% | Add +11.1% | 146,646 | $9.6M |
| Total Clarity Wealth Management, Inc. | 3.15% | Reduce -0.8% | 139,822 | $9.6M |
| Alliance Wealth Management Group | 2.59% | Reduce -1.7% | 146,371 | $9.6M |
| Legacy Wealth Management, LLC / MS | 3.11% | Add +12.9% | 144,816 | $9.5M |
| Apollon Financial, LLC | 2.25% | Reduce -6.2% | 144,429 | $9.5M |
| FMR LLC | 0.00% | Add +13.3% | 144,305 | $9.5M |
| Independent Wealth Network Inc. | 3.78% | Add +1.4% | 143,876 | $9.5M |
| Captrust Financial Advisors | 0.02% | Add +25.4% | 142,796 | $9.4M |
| Pinnacle Wealth Planning Services, Inc. | 1.41% | Add +0.2% | 142,377 | $9.4M |
| Arvest Bank Trust Division | 0.59% | Reduce -2.9% | 141,133 | $9.3M |
| Coppell Advisory Solutions LLC | 1.28% | Add +48.3% | 142,034 | $9.3M |
| Arete Wealth Advisors, LLC | 0.70% | Add +72.8% | 140,296 | $9.2M |
| Simplicity Wealth,LLC | 0.71% | Add +24.1% | 139,428 | $9.2M |
| Oarsman Capital, Inc. | 1.65% | Add +4.8% | 139,398 | $9.2M |
| Advisor OS, LLC | 1.04% | Reduce -2.5% | 138,827 | $9.1M |
| FSB Premier Wealth Management, Inc. | 3.55% | Reduce -4.7% | 138,548 | $9.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.49% | Reduce -1.3% | 138,510 | $9.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 9.62% | Add +2.7% | 138,425 | $9.1M |
| Howard Bailey Securities, LLC | 3.02% | Add +3.9% | 138,045 | $9.1M |
| Patriot Financial Group Insurance Agency, LLC | 1.21% | Reduce -1.4% | 136,690 | $9.0M |
| Pathstone Holdings, LLC | 0.04% | Reduce -6.1% | 136,448 | $9.0M |
| Wealthcare Capital Partners, LLC | 4.59% | Add +6.6% | 135,719 | $8.9M |
| Evermay Wealth Management LLC | 1.17% | Add +14.0% | 135,245 | $8.9M |
| Firethorn Wealth Partners, LLC | 4.24% | Reduce -4.9% | 134,990 | $8.9M |
| Beta Wealth Group, Inc. | 3.17% | Reduce -16.6% | 134,156 | $8.8M |
| Evergreen Capital Management LLC | 0.30% | Add +243.6% | 134,000 | $8.8M |
| Columbia River Financial Group, LLC | 5.87% | Reduce -29.4% | 133,669 | $8.8M |
| Westwind Capital | 2.18% | Add +14.7% | 133,421 | $8.8M |
| Turning Point Benefit Group, Inc. | 8.18% | Reduce -12.3% | 147,468 | $8.7M |
| Stonebrook Private Inc. | 2.27% | Add +7.4% | 132,940 | $8.7M |
| Delta Wealth Advisors LLC | 7.81% | Add +3.8% | 130,846 | $8.6M |
| Sheets Smith Wealth Management | 1.07% | Add +0.5% | 130,728 | $8.6M |
| Higgins & Schmidt Wealth Strategies LLC | 5.04% | Add +426.8% | 129,884 | $8.5M |
| Elm Partners Management LLC | 0.55% | New | 128,766 | $8.5M |
| Bull Oak Capital, LLC | 4.61% | Reduce -6.2% | 128,692 | $8.5M |
| Sutton Place Investors LLC | 5.67% | Reduce -5.5% | 128,307 | $8.4M |
| Ascentis Independent Advisors | 1.67% | Reduce -13.6% | 128,256 | $8.4M |
| Continuum Advisory, LLC | 1.08% | Add +0.3% | 127,852 | $8.4M |
| Flynn Zito Capital Management, LLC | 3.82% | Add +0.1% | 126,468 | $8.3M |
| Clearview Wealth Advisors LLC | 6.14% | Reduce -6.3% | 124,953 | $8.2M |
| Arcadia Wealth Management, LLC | 4.05% | Reduce -2.0% | 124,677 | $8.2M |
| Mattson Financial Services, LLC | 2.45% | Add +2.6% | 124,093 | $8.2M |
| Ashton Thomas Private Wealth, LLC | 0.31% | Add +37.2% | 123,934 | $8.1M |
| Global Endowment Management, LP | 1.06% | Add +107.2% | 123,634 | $8.1M |
| Mgo One Seven LLC | 0.31% | Add +0.6% | 123,125 | $8.1M |
| Transamerica Financial Advisors, LLC | 0.82% | Add +0.5% | 122,652 | $8.1M |
| Perennial Investment Advisors, LLC | 0.91% | Add +32.3% | 122,294 | $8.0M |
| Guardian Asset Advisors, LLC | 5.21% | Add +8.0% | 121,567 | $8.0M |
| Arq Wealth Advisors, LLC | 2.96% | Add +5.0% | 121,311 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +23.2% | 120,476 | $7.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.5% | 120,313 | $7.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.7% | 119,905 | $7.9M |
| Belpointe Asset Management LLC | 0.41% | Reduce -57.7% | 119,648 | $7.9M |
| Independent Advisor Alliance | 0.26% | Reduce -96.1% | 119,368 | $7.8M |
| Kensington Asset Management, LLC | 0.82% | Add +14.3% | 118,903 | $7.8M |
| Silver Oak Securities, Incorporated | 0.73% | Add +11.3% | 118,891 | $7.8M |
| Bush Investment Group, LLC | 5.82% | Reduce -4.1% | 117,564 | $7.7M |
| Strategic Advisors LLC | 1.49% | Add +10.1% | 117,270 | $7.7M |
| Theory Financial LLC | 3.24% | Reduce -8.4% | 116,786 | $7.7M |
| Atlas Private Wealth Advisors | 1.07% | Add +159.1% | 116,215 | $7.6M |
| One Degree Advisors Inc | 3.11% | Add +0.9% | 114,970 | $7.6M |
| Morling Financial Advisors, LLC | 2.59% | Reduce -0.8% | 114,367 | $7.5M |
| StoneCrest Wealth Management, Inc. | 4.76% | Add +1.5% | 113,865 | $7.5M |
| AQR Capital Management | 0.01% | Add +16.7% | 113,520 | $7.5M |
| Clarus Wealth Advisors | 3.98% | Add +15.2% | 116,426 | $7.4M |
| Golden State Wealth Management, LLC | 1.08% | Add +2.9% | 110,116 | $7.2M |
| Kingsview Wealth Management, LLC | 0.14% | Reduce -2.2% | 109,382 | $7.2M |
| Selective Wealth Management, Inc. | 3.13% | Add +13.6% | 114,524 | $7.2M |
| Wealthcare Capital Management LLC | 0.73% | Reduce -11.4% | 109,193 | $7.2M |
| One Capital Management, LLC | 0.24% | Add +8.3% | 108,028 | $7.1M |
| Pine Valley Investments Ltd Liability Co | 0.46% | Add +3.3% | 107,900 | $7.1M |
| Money Concepts Capital Corp. | 0.53% | Reduce -34.4% | 107,452 | $7.1M |
| Redwood Investment Management, LLC | 0.77% | Add +2.0% | 107,438 | $7.1M |
| Acorn Financial Advisory Services Inc. | 1.25% | Reduce -18.0% | 105,443 | $6.9M |
| Naples Global Advisors, LLC | 0.65% | Add +18.0% | 104,153 | $6.8M |
| Mma Asset Management LLC | 2.88% | Add +4.0% | 103,958 | $6.8M |
| Paladin Wealth, LLC | 6.13% | Reduce -27.0% | 103,704 | $6.8M |
| JBR Co Financial Management Inc | 3.97% | Add +16.8% | 103,146 | $6.8M |
| My Legacy Advisors, LLC | 2.61% | Reduce -7.5% | 102,802 | $6.8M |
| Centaurus Financial, Inc. | 0.41% | Add +3.9% | 102,643 | $6.8M |
| Blair William & Co. | 0.02% | Add +9.7% | 102,188 | $6.7M |
| Elios Financial Group Inc. | 3.31% | Reduce -1.1% | 102,074 | $6.7M |
| Tortoise Investment Management, LLC | 0.70% | Add +16.1% | 101,990 | $6.7M |
| Moloney Securities Asset Management, LLC | 0.91% | Add +8.6% | 101,602 | $6.7M |
| Fortis Group Advisors, LLC | 1.29% | Reduce -34.2% | 101,176 | $6.7M |
| Transce3nd, LLC | 2.95% | Reduce -15.6% | 101,387 | $6.6M |
| Meridian Wealth Management, LLC | 0.32% | Add +34.9% | 100,191 | $6.6M |
| Tower View Wealth Management LLC | 3.81% | Add +66.9% | 99,548 | $6.5M |
| Lincoln Capital Corp. | 2.73% | Add +10.3% | 99,462 | $6.5M |
| BlackDiamond Wealth Management, LLC | 4.41% | Add +3.9% | 98,248 | $6.5M |
| Lord & Richards Wealth Management, LLC | 7.38% | Add +97.6% | 99,027 | $6.5M |
| Cutler Investment Counsel LLC | 0.78% | Add +35.0% | 98,689 | $6.5M |
| Worth Asset Management, LLC | 3.54% | Reduce -5.2% | 98,638 | $6.5M |
| Trinity Wealth Management, LLC | 2.95% | Add +0.8% | 98,103 | $6.5M |
| Triad Wealth Partners, LLC | 2.01% | Add +87.8% | 98,096 | $6.5M |
| Values Added Financial LLC | 3.54% | Add +0.7% | 97,154 | $6.4M |
| Range Financial Group LLC | 2.81% | Reduce -0.2% | 96,394 | $6.3M |
| Midwest Heritage Bank, FSB | 2.60% | Reduce -3.7% | 96,156 | $6.3M |
| CW Advisors, LLC | 0.07% | Add +114.1% | 94,997 | $6.2M |
| Manhattan West Asset Management, LLC | 1.59% | Reduce -16.6% | 94,657 | $6.2M |
| Cooper Capital Advisors LLC | 6.67% | Add +2.6% | 94,580 | $6.2M |
| Upper Left Wealth Management, LLC | 4.45% | Add +24.0% | 94,393 | $6.2M |
| Shepherd Financial Partners LLC | 0.70% | Reduce -2.3% | 91,148 | $6.0M |
| Old Mission Capital LLC | 0.12% | New | 90,884 | $6.0M |
| Csenge Advisory Group | 0.34% | Reduce -26.9% | 96,090 | $5.9M |
| Aspire Private Capital, LLC | 1.48% | Reduce -3.9% | 90,428 | $5.9M |
| Wealth Management Resources, Inc. | 2.14% | Add +6.1% | 89,671 | $5.9M |
| Cornerstone Wealth Group, LLC | 0.49% | Add +113.7% | 89,516 | $5.9M |
| Tandem Investment Partners LLC | 5.76% | New | 88,745 | $5.8M |
| St Germain D J Co. Inc. | 0.27% | Reduce -0.9% | 88,670 | $5.8M |
| River Street Advisors LLC | 2.89% | Add +13.9% | 88,624 | $5.8M |
| Jane Street Group, LLC | 0.01% | Add +54.3% | 88,586 | $5.8M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -17.1% | 87,946 | $5.8M |
| Donald L. Hagan, LLC | 3.00% | Add +7.1% | 87,535 | $5.8M |
| Guardian Wealth Advisors, LLC / NC | 0.46% | Add +0.1% | 87,296 | $5.7M |
| E&G Advisors, LLC | 1.57% | Add +3.0% | 84,481 | $5.6M |
| WealthPLAN Partners, LLC | 0.78% | Reduce -7.8% | 83,978 | $5.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.25% | Reduce -4.7% | 83,453 | $5.5M |
| Strategic Financial Concepts, LLC | 1.03% | Reduce -1.4% | 83,295 | $5.5M |
| Blue Bell Private Wealth Management, LLC | 1.02% | Add +11.5% | 81,843 | $5.4M |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 81,459 | $5.4M |
| Copia Wealth Management | 4.95% | Add +2.5% | 81,440 | $5.4M |
| Parcion Private Wealth LLC | 0.43% | Reduce -80.2% | 81,019 | $5.3M |
| Richardson Financial Services Inc. | 4.05% | Reduce -19.1% | 80,999 | $5.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.73% | Reduce -2.4% | 79,812 | $5.2M |
| McKinley Carter Wealth Services, Inc. | 0.32% | Reduce -11.1% | 79,627 | $5.2M |
| Courier Capital LLC | 0.34% | Reduce -23.3% | 79,135 | $5.2M |
| Robertson Stephens Wealth Management, LLC | 0.19% | Reduce -47.0% | 79,123 | $5.2M |
| Centric Wealth Management | 1.36% | Reduce -73.6% | 78,739 | $5.2M |
| Lunt Capital Management, Inc. | 1.88% | Add +7.2% | 78,707 | $5.2M |
| Napatree Capital LLC | 2.91% | Add +128.7% | 78,563 | $5.2M |
| Transcendent Capital Group LLC | 2.88% | Reduce -3.5% | 77,758 | $5.1M |
| Vantage Point Financial LLC | 2.56% | Add +15.8% | 77,401 | $5.1M |
| Syntegra Private Wealth Group, LLC | 0.59% | Reduce -3.2% | 76,961 | $5.1M |
| HBK Sorce Advisory LLC | 0.15% | Add +4.7% | 76,694 | $5.0M |
| Creative Financial Designs Inc. | 0.40% | Reduce -3.7% | 76,466 | $5.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.1% | 75,374 | $5.0M |
| Financial Counselors Inc. | 0.07% | Add +0.2% | 73,321 | $4.8M |
| Goodman Financial Corp | 1.04% | Add +1.2% | 73,296 | $4.8M |
| Tilson Financial Group, Inc. | 1.90% | Add +9.2% | 73,110 | $4.8M |
| Jackson, Grant Investment Advisers, Inc. | 1.86% | Reduce -0.0% | 72,940 | $4.8M |
| Bank of Montreal | 0.00% | Add +5.9% | 72,627 | $4.8M |
| Alpha Financial Partners LLC | 3.79% | No change | 71,887 | $4.7M |
| Leverty Financial Group, LLC | 1.90% | Add +438.8% | 70,700 | $4.6M |
| Kanawha Capital Management LLC | 0.36% | Add +2.4% | 70,335 | $4.6M |
| Modera Wealth Management, LLC | 0.06% | Reduce -2.3% | 70,124 | $4.6M |
| Wise Wealth Partners | 10.97% | Reduce -20.7% | 69,853 | $4.6M |
| Farther Finance Advisors, LLC | 0.12% | Add +35.9% | 69,284 | $4.6M |
| Tempus Wealth Planning, LLC | 1.36% | Add +15.8% | 69,200 | $4.6M |
| Beaumont Financial Advisors, LLC | 0.36% | Reduce -0.2% | 68,968 | $4.5M |
| Alesco Advisors, LLC, An ESL Co | 0.14% | Add +23.0% | 68,538 | $4.5M |
| Vectors Research Management, LLC | 1.56% | Reduce -3.9% | 67,660 | $4.4M |
| Brogan Financial, Inc. | 2.15% | Add +3.1% | 67,279 | $4.4M |
| ERn Financial, LLC | 0.70% | Add +2.9% | 67,123 | $4.4M |
| Emergent Wealth Advisors, LLC | 3.16% | Reduce -16.9% | 66,271 | $4.4M |
| Truefg, LLC | 1.42% | Add +12.9% | 65,746 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -58.7% | 65,633 | $4.3M |
| Lifeworks Advisors, LLC | 0.71% | Reduce -18.8% | 64,888 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +257.9% | 64,832 | $4.3M |
| Madison Asset Management, LLC | 0.05% | Add +19.5% | 64,788 | $4.3M |
| Financial Security Advisor, Inc. | 1.08% | Add +5.6% | 64,733 | $4.3M |
| MKT Advisors LLC | 1.99% | Add +19.4% | 71,381 | $4.2M |
| MSH Capital Advisors LLC | 1.30% | Add +14.5% | 63,878 | $4.2M |
| Citizens Financial Group Inc. | 0.08% | Reduce -4.5% | 63,547 | $4.2M |
| Prostatis Group LLC | 1.31% | Reduce -14.8% | 63,338 | $4.2M |
| Brown Miller Wealth Management, LLC | 1.44% | New | 63,097 | $4.1M |
| Legacy Capital Group California, Inc. | 1.44% | Reduce -1.4% | 62,979 | $4.1M |
| Advisors Preferred, LLC | 0.55% | No change | 62,605 | $4.1M |
| GeoWealth Management, LLC | 0.17% | Add +60.3% | 62,565 | $4.1M |
| Beacon Financial Advisory LLC | 1.25% | Add +6.1% | 62,525 | $4.1M |
| Compass Wealth Management LLC | 1.04% | Reduce -9.7% | 61,821 | $4.1M |
| LifeWealth Investments, LLC | 1.95% | Add +84.0% | 61,560 | $4.0M |
| Per Stirling Capital Management, LLC. | 0.58% | Add +0.0% | 60,915 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | Add +203.9% | 60,023 | $3.9M |
| Cooper Financial Group | 0.52% | Add +28.4% | 59,956 | $3.9M |
| National Bank of Canada | 0.00% | Add +13.0% | 59,710 | $3.9M |
| Transcend Capital Advisors, LLC | 0.28% | Add +5.7% | 59,066 | $3.9M |
| BIP Wealth, LLC | 0.25% | Reduce -0.4% | 58,434 | $3.8M |
| Perigon Wealth Management, LLC | 0.10% | Add +12.2% | 58,418 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -85.5% | 58,226 | $3.8M |
| Traynor Capital Management, Inc. | 0.32% | Reduce -7.6% | 57,505 | $3.8M |
| Ciovacco Capital Management LLC | 2.64% | Reduce -2.3% | 57,360 | $3.8M |
| Meridian Financial Advisors, LLC | 2.65% | Add +1.6% | 57,353 | $3.8M |
| Catalina Capital Group, LLC | 2.51% | Reduce -6.6% | 57,276 | $3.8M |
| Commonwealth Financial Services, LLC | 0.76% | Add +14.7% | 56,679 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +33.6% | 56,606 | $3.7M |
| CAP Partners, LLC | 2.68% | Reduce -0.6% | 56,137 | $3.7M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +6.8% | 55,931 | $3.7M |
| Abound Wealth Management | 1.23% | Add +101.3% | 55,900 | $3.7M |
| GWN Securities Inc. | 0.20% | New | 55,259 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.6% | 54,997 | $3.6M |
| Brookwood Investment Group LLC | 0.62% | — | 54,907 | $3.6M |
| ACT Advisors, LLC. | 1.95% | Add +2.0% | 54,756 | $3.6M |
| Bison Wealth, LLC | 0.34% | Add +22.1% | 54,742 | $3.6M |
| High Probability Advisors, LLC | 0.60% | Add +11.8% | 54,483 | $3.6M |
| Cushing Capital Partners, LLC | 3.21% | Reduce -9.9% | 54,293 | $3.6M |
| Latitude Advisors, LLC | 2.07% | Reduce -9.2% | 54,173 | $3.6M |
| Pinion Investment Advisors, LLC | 0.77% | Add +92.7% | 53,426 | $3.5M |
| Wescott Financial Advisory Group, LLC | 0.36% | Reduce -0.2% | 52,416 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -85.1% | 52,388 | $3.4M |
| Fonville Wealth Management LLC | 1.01% | Add +5.0% | 52,454 | $3.4M |
| Bestgate Wealth Advisors, LLC | 7.13% | Reduce -6.2% | 52,338 | $3.4M |
| Armstrong, Fleming & Moore, Inc | 4.06% | New | 50,998 | $3.4M |
| Black Swift Group, LLC | 0.76% | New | 50,913 | $3.3M |
| Balentine LLC | 0.14% | No change | 50,817 | $3.3M |
| Ritholtz Wealth Management | 0.10% | Add +189.1% | 50,761 | $3.3M |
| Beacon Financial Group | 0.36% | Add +0.6% | 50,678 | $3.3M |
| HF Advisory Group, LLC | 1.45% | Reduce -1.0% | 50,534 | $3.3M |
| Bluestem Financial Advisors, LLC | 1.55% | Add +0.0% | 50,397 | $3.3M |
| Napa Wealth Management | 1.86% | Reduce -3.4% | 50,383 | $3.3M |
| NorthCrest Asset Manangement, LLC | 0.10% | Add +2.4% | 50,268 | $3.3M |
| Astoria Portfolio Advisors LLC. | 1.12% | Reduce -45.0% | 52,386 | $3.3M |
| Colton Groome Financial Advisors, LLC | 1.28% | Add +37.0% | 50,472 | $3.3M |
| Compass Financial Group, Inc. | 1.67% | Reduce -0.8% | 49,573 | $3.3M |
| Catalyst Private Wealth, LLC | 1.58% | No change | 49,369 | $3.2M |
| Capital Investment Advisory Services, LLC | 0.29% | Add +65.3% | 49,245 | $3.2M |
| Spire Wealth Management | 0.10% | Add +3.4% | 49,230 | $3.2M |
| Foundations Investment Advisors, LLC | 0.06% | Add +0.9% | 48,482 | $3.2M |
| Clarity Financial LLC | 0.37% | New | 48,314 | $3.2M |
| JDM Financial Group LLC | 1.61% | Reduce -2.7% | 48,303 | $3.2M |
| Lebenthal Global Advisors, LLC | 0.59% | Add +30.3% | 48,233 | $3.2M |
| Vestment Financial LLC | 2.26% | Add +18.6% | 47,690 | $3.2M |
| National Wealth Management Group, LLC | 2.07% | Add +374.4% | 47,799 | $3.1M |
| Vicus Capital | 0.29% | Add +2.2% | 47,781 | $3.1M |
| Great Lakes Retirement, Inc. | 0.41% | Reduce -19.4% | 47,735 | $3.1M |
| Fullcircle Wealth LLC | 1.28% | Reduce -12.0% | 48,024 | $3.1M |
| Renasant Bank | 2.04% | Add +86.6% | 46,713 | $3.1M |
| Richmond Investment Services, LLC | 1.65% | Add +150.8% | 46,136 | $3.0M |
| Vickerman Investment Advisors, Inc. | 0.68% | Reduce -1.5% | 45,947 | $3.0M |
| Synergy Investment Management, LLC | 1.26% | Add +6.4% | 45,807 | $3.0M |
| Avantax Planning Partners, Inc. | 0.11% | Add +0.1% | 45,768 | $3.0M |
| Tower Research Capital LLC (TRC) | 0.09% | New | 45,583 | $3.0M |
| HWG Holdings LP | 1.32% | Reduce -12.2% | 45,044 | $3.0M |
| MBM Wealth Consultants, LLC | 0.87% | Add +2.5% | 44,748 | $2.9M |
| Fourth Dimension Wealth, LLC | 1.42% | New | 44,517 | $2.9M |
| Semmax Financial Advisors Inc. | 0.79% | Reduce -9.3% | 44,027 | $2.9M |
| Alaska Wealth Advisors, LLC | 0.46% | Add +5.2% | 44,407 | $2.9M |
| Aldebaran Financial Inc. | 3.54% | Add +4.8% | 44,059 | $2.9M |
| Retirement Planning Group, LLC | 0.13% | Add +173.1% | 43,702 | $2.9M |
| McHugh Group, LLC | 2.17% | Add +10.1% | 42,889 | $2.8M |
| Investor's Fiduciary Advisor Network, LLC | 1.33% | Reduce -4.2% | 42,888 | $2.8M |
| Slagle Financial, LLC | 1.25% | Add +18.9% | 42,832 | $2.8M |
| RDA Financial Network | 0.82% | Reduce -12.1% | 41,812 | $2.7M |
| Asset Allocation Strategies LLC | 0.68% | Add +10.6% | 41,658 | $2.7M |
| Intrepid Financial Planning Group LLC | 1.26% | Add +0.2% | 41,486 | $2.7M |
| Novus Advisors, LLC | 2.75% | Add +0.3% | 41,449 | $2.7M |
| Greenleaf Trust | 0.02% | No change | 41,387 | $2.7M |
| Old Second National Bank of Aurora | 0.64% | Add +35.2% | 41,358 | $2.7M |
| First Trust Advisors LP | 0.00% | Reduce -6.0% | 41,147 | $2.7M |
| Pasadena Private Wealth, LLC | 0.52% | New | 41,064 | $2.7M |
| Dakota Wealth Management | 0.06% | Add +12.3% | 40,963 | $2.7M |
| Financial Guidance Group, Inc. | 1.45% | Add +25.3% | 40,782 | $2.7M |
| Hobbs Group Advisors, LLC | 1.01% | Reduce -72.0% | 40,319 | $2.7M |
| Pinnacle Family Advisors, LLC | 1.44% | Reduce -4.8% | 40,305 | $2.7M |
| USAdvisors Wealth Management, LLC | 0.92% | Reduce -34.5% | 40,150 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -2.8% | 40,134 | $2.6M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -51.0% | 38,858 | $2.6M |
| JSF Financial, LLC | 0.69% | Reduce -12.0% | 39,987 | $2.6M |
| Stratos Investment Management, LLC | 0.14% | Add +7.1% | 39,918 | $2.6M |
| RMR Wealth Builders | 0.28% | Reduce -0.6% | 39,609 | $2.6M |
| Schrum Private Wealth Management LLC | 2.23% | Add +3.6% | 38,551 | $2.5M |
| American Investment Services, Inc. | 0.44% | Reduce -3.6% | 38,304 | $2.5M |
| YHB Investment Advisors, Inc. | 0.21% | Add +41.4% | 38,172 | $2.5M |
| Private Trust Co. NA | 0.26% | Add +10.8% | 38,036 | $2.5M |
| Apella Capital, LLC | 0.09% | Add +26.4% | 38,901 | $2.5M |
| MFG Wealth Management, Inc. | 2.35% | Add +1.9% | 37,390 | $2.5M |
| Q3 Asset Management | 1.67% | Add +172.1% | 37,137 | $2.4M |
| Dearborn Partners LLC | 0.12% | Add +5.3% | 37,029 | $2.4M |
| Sanchez Wealth Management Group | 0.66% | Add +13.1% | 36,794 | $2.4M |
| Arkadios Wealth Advisors | 0.09% | Add +4.9% | 36,693 | $2.4M |
| Arista Wealth Management, LLC | 0.58% | No change | 36,533 | $2.4M |
| Focus Partners Wealth | 0.01% | Reduce -84.9% | 36,509 | $2.4M |
| Trademark Financial Management, LLC | 1.82% | Add +51.8% | 36,302 | $2.4M |
| International Private Wealth Advisors LLC | 2.28% | Add +11.9% | 36,208 | $2.4M |
| Worth Financial Advisory Group, LLC | 1.50% | Reduce -0.9% | 35,966 | $2.4M |
| Westover Capital Advisors, LLC | 0.52% | Add +1.0% | 35,793 | $2.4M |
| Nwam LLC | 0.20% | Reduce -78.8% | 35,614 | $2.3M |
| Annex Advisory Services, LLC | 0.07% | Reduce -15.8% | 35,065 | $2.3M |
| Gilbert & Cook, Inc. | 0.33% | New | 34,965 | $2.3M |
| Encompass More Asset Management | 0.67% | Add +4.5% | 34,227 | $2.3M |
| Modern Wealth Management, LLC | 0.07% | New | 34,194 | $2.2M |
| Freedom Investment Management, Inc. | 0.19% | New | 34,146 | $2.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.40% | Add +0.9% | 33,997 | $2.2M |
| LexAurum Advisors, LLC | 0.43% | Reduce -8.5% | 33,934 | $2.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +37.6% | 33,884 | $2.2M |
| MN Wealth Advisors, LLC | 1.30% | Add +12.9% | 33,725 | $2.2M |
| JNBA Financial Advisors | 0.23% | Reduce -3.8% | 33,320 | $2.2M |
| Cape Investment Advisory, Inc. | 0.87% | Add +21.7% | 33,219 | $2.2M |
| Pitti Group Wealth Management, LLC | 2.23% | New | 33,056 | $2.2M |
| LBMC Investment Advisors, LLC | 0.17% | Add +11.8% | 32,769 | $2.2M |
| Plan A Wealth LLC | 1.67% | Reduce -25.5% | 32,748 | $2.2M |
| Facet Wealth, Inc. | 0.06% | Add +11.8% | 32,478 | $2.2M |
| Fermata Advisors, LLC | 0.39% | Add +0.0% | 32,633 | $2.1M |
| Vivid Wealth Management, LLC | 1.06% | New | 32,339 | $2.1M |
| Whittier Trust Co. | 0.03% | No change | 32,339 | $2.1M |
| Trek Financial, LLC | 0.15% | Add +77.9% | 31,905 | $2.1M |
| Condor Capital Management | 0.19% | Reduce -4.9% | 31,639 | $2.1M |
| Compound Planning, Inc. | 0.09% | Add +0.7% | 31,335 | $2.1M |
| My Personal CFO, LLC | 1.03% | Add +0.6% | 30,999 | $2.0M |
| Connecticut Wealth Management, LLC | 0.11% | New | 30,585 | $2.0M |
| Dentgroup LLC | 1.50% | Reduce -7.7% | 30,472 | $2.0M |
| Butensky & Cohen Financial Security, Inc. | 0.61% | Reduce -0.2% | 30,445 | $2.0M |
| Integrity Wealth Solutions LLC | 1.08% | Add +6.2% | 30,434 | $2.0M |
| FWG Investments, LLC. | 2.34% | Reduce -33.7% | 30,345 | $2.0M |
| Etesian Wealth Advisors, Inc. | 0.85% | Add +62.7% | 30,151 | $2.0M |
| Titleist Asset Management, LLC | 0.23% | Add +38.6% | 30,095 | $2.0M |
| Sterling Financial Group, Inc. | 0.71% | No change | 30,000 | $2.0M |
| Voisard Asset Management Group, Inc. | 0.58% | Reduce -15.5% | 29,955 | $2.0M |
| MAI Capital Management | 0.01% | Reduce -1.5% | 29,754 | $2.0M |
| Teamwork Financial Advisors, LLC | 0.27% | Reduce -3.6% | 29,510 | $1.9M |
| C M Bidwell & Associates Ltd. | 1.16% | Add +17.4% | 29,258 | $1.9M |
| Kavar Capital Partners Group, LLC | 0.32% | Add +0.7% | 29,125 | $1.9M |
| Strong Tower Advisory Services | 0.47% | Add +36.2% | 32,104 | $1.9M |
| WealthShield Partners, LLC | 0.25% | Add +4.3% | 28,946 | $1.9M |
| Tudor Investment Corporation | 0.02% | Reduce -34.6% | 28,876 | $1.9M |
| Comerica Bank | 0.01% | Add +25.7% | 28,730 | $1.9M |
| Aspen Wealth Management LLC | 0.53% | Add +0.3% | 28,350 | $1.9M |
| &partners | 0.02% | Add +33.5% | 29,552 | $1.9M |
| Medallion Wealth Advisors, LLC | 0.84% | Add +17.7% | 27,956 | $1.8M |
| Safeguard Financial, LLC | 0.40% | Add +0.0% | 27,928 | $1.8M |
| Vantage Investment Partners, LLC | 0.15% | Reduce -0.4% | 27,907 | $1.8M |
| Frisco Financial Planning LLC | 1.75% | Reduce -4.4% | 27,502 | $1.8M |
| Heritage Family Offices, LLP | 0.92% | Reduce -23.9% | 27,366 | $1.8M |
| Raab & Moskowitz Asset Management LLC | 0.45% | Reduce -2.9% | 27,260 | $1.8M |
| Laurel Wealth Planning LLC | 1.19% | New | 27,149 | $1.8M |
| Gries Financial LLC | 0.35% | Reduce -36.3% | 27,148 | $1.8M |
| Narus Financial Partners, LLC | 0.60% | Add +2.4% | 27,011 | $1.8M |
| Financial Advisory Partners, LLC | 0.59% | Reduce -7.5% | 26,813 | $1.8M |
| Stegent Equity Advisors, Inc. | 1.78% | Reduce -10.0% | 26,695 | $1.8M |
| SBI Securities Co., Ltd. | 0.06% | Add +1.5% | 26,653 | $1.8M |
| W.H. Cornerstone Investments Inc. | 1.21% | Reduce -4.8% | 26,616 | $1.8M |
| Key Client Fiduciary Advisors, LLC | 0.80% | Add +33.3% | 26,534 | $1.7M |
| Secure Asset Management, LLC | 0.35% | Add +585.2% | 26,463 | $1.7M |
| Redwood Financial Network Corp | 1.32% | Add +1.4% | 26,268 | $1.7M |
| Headlands Technologies LLC | 0.20% | Reduce -3.9% | 26,254 | $1.7M |
| Schwallier Wealth Management LLC | 1.27% | Reduce -0.4% | 26,161 | $1.7M |
| SMART Wealth LLC | 0.61% | Add +5.0% | 26,051 | $1.7M |
| Vista Investment Management | 0.66% | Reduce -1.4% | 25,851 | $1.7M |
| Spectrum Strategic Capital Management, LLC | 1.06% | New | 25,616 | $1.7M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -11.3% | 25,509 | $1.7M |
| Treasure Coast Financial Planning | 1.04% | Reduce -0.4% | 25,485 | $1.7M |
| GR Financial Group, LLC | 0.26% | New | 25,485 | $1.7M |
| Smartleaf Asset Management LLC | 0.16% | Add +59.0% | 25,542 | $1.7M |
| ETF Store, Inc. | 2.04% | Add +14.7% | 25,343 | $1.7M |
| Fulcrum Capital LLC | 0.37% | New | 25,338 | $1.7M |
| Cascade Financial Partners, LLC | 0.21% | Add +13.7% | 25,282 | $1.7M |
| Red Crane Wealth Management, LLC | 1.59% | Add +37.0% | 25,276 | $1.7M |
| Cobblestone Asset Management LLC | 0.95% | Add +29.9% | 24,869 | $1.6M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.0% | 24,856 | $1.6M |
| Realta Investment Advisors | 0.74% | Add +26.9% | 24,819 | $1.6M |
| TrueWealth Advisors, LLC | 0.54% | Add +6.4% | 24,805 | $1.6M |
| Root Financial Partners, LLC | 0.17% | Reduce -8.3% | 24,742 | $1.6M |
| Insigneo Advisory Services, LLC | 0.17% | Add +11.8% | 24,746 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Add +892.8% | 24,700 | $1.6M |
| Hughes Financial Services, LLC | 0.32% | New | 24,551 | $1.6M |
| Harmony Asset Management LLC | 0.68% | Reduce -1.8% | 24,599 | $1.6M |
| Koshinski Asset Management, Inc. | 0.14% | Add +2.7% | 24,573 | $1.6M |
| Stone Summit Wealth LLC | 0.55% | Reduce -7.3% | 24,509 | $1.6M |
| Sentinel Pension Advisors, LLC | 0.30% | Add +0.2% | 24,443 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +1.9% | 24,356 | $1.6M |
| Collier Financial | 1.36% | Reduce -83.0% | 24,352 | $1.6M |
| Sovran Advisors, LLC | 0.21% | Add +30.7% | 25,809 | $1.6M |
| Rooted Wealth Advisors, Inc. | 0.69% | Add +0.4% | 26,837 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +9.2% | 24,256 | $1.6M |
| SK Wealth Management, LLC | 0.85% | New | 26,180 | $1.6M |
| Sig Brokerage, LP | 0.46% | New | 24,000 | $1.6M |
| Access Financial Services, Inc. | 0.63% | Reduce -2.6% | 23,972 | $1.6M |
| Insight Advisors, LLC/ PA | 0.27% | Reduce -8.9% | 23,847 | $1.6M |
| Woodmont Investment Counsel LLC | 0.11% | Reduce -44.1% | 23,667 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | Add +46.2% | 23,254 | $1.5M |
| CHURCHILL MANAGEMENT Corp | 0.02% | Add +168.6% | 23,145 | $1.5M |
| Resurgent Financial Advisors LLC | 0.92% | Reduce -9.0% | 23,137 | $1.5M |
| New Insight Wealth Advisors | 0.69% | Add +58.4% | 23,024 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.96% | Add +13.6% | 22,830 | $1.5M |
| Metis Global Partners, LLC | 0.04% | Add +22.1% | 22,740 | $1.5M |
| Sigma Planning Corp | 0.05% | Reduce -1.1% | 22,471 | $1.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -9.1% | 22,445 | $1.5M |
| Savvy Advisors, Inc. | 0.15% | Add +10.3% | 22,429 | $1.5M |
| May Hill Capital, LLC | 0.55% | Add +0.6% | 22,357 | $1.5M |
| Crestwood Advisors Group, LLC | 0.03% | Add +9.0% | 22,074 | $1.5M |
| Spirepoint Private Client, LLC | 0.19% | Reduce -6.8% | 21,869 | $1.4M |
| Lanark Financial, Inc. | 0.12% | — | 21,843 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.35% | Reduce -5.9% | 21,815 | $1.4M |
| Fulcrum Equity Management | 1.56% | Reduce -15.6% | 21,770 | $1.4M |
| GTS Securities LLC | 0.06% | New | 21,656 | $1.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0.78% | Reduce -3.6% | 21,570 | $1.4M |
| Brass Tax Wealth Management, Inc. | 0.30% | Reduce -1.4% | 21,501 | $1.4M |
| Moors & Cabot, Inc. | 0.07% | Add +4.5% | 21,456 | $1.4M |
| Richard W. Paul & Associates, LLC | 0.54% | Reduce -3.2% | 21,102 | $1.4M |
| Ranch Capital Advisors Inc. | 0.65% | Add +3.4% | 20,870 | $1.4M |
| Shaker Investments LLC | 0.66% | Reduce -3.8% | 20,739 | $1.4M |
| Caliber Wealth Management, LLC / KS | 0.19% | — | 20,656 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -17.8% | 20,542 | $1.4M |
| Watershed Private Wealth LLC | 0.54% | Reduce -4.6% | 20,490 | $1.3M |
| GoalVest Advisory LLC | 0.37% | Reduce -0.1% | 20,440 | $1.3M |
| Cibc World Markets Corp. | 0.01% | Add +0.9% | 20,430 | $1.3M |
| CGN Advisors LLC | 0.13% | Reduce -2.0% | 20,322 | $1.3M |
| Resonant Capital Advisors, LLC | 0.09% | Reduce -3.5% | 19,603 | $1.3M |
| Smith, Moore & Co. | 0.12% | Add +0.0% | 19,561 | $1.3M |
| Flower City Capital | 0.84% | No change | 19,444 | $1.3M |
| Professional Financial Advisors, LLC | 0.32% | Reduce -18.8% | 19,279 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.58% | Add +40.4% | 20,019 | $1.3M |
| SFG Wealth Management, LLC. | 0.62% | Add +22.8% | 19,246 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -67.8% | 19,240 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | Add +0.4% | 19,172 | $1.3M |
| Norden Group LLC | 0.14% | Reduce -10.6% | 19,132 | $1.3M |
| Evanson Asset Management, LLC | 0.09% | Add +0.3% | 19,124 | $1.3M |
| Arvest Investments, Inc. | 0.20% | Reduce -13.5% | 19,015 | $1.3M |
| Quest 10 Wealth Builders, Inc. | 1.33% | Add +0.5% | 18,209 | $1.2M |
| Perennial Advisors, LLC | 0.25% | Reduce -26.0% | 18,883 | $1.2M |
| Threadgill Financial, LLC | 0.66% | Add +1.6% | 18,748 | $1.2M |
| Empirical Asset Management, LLC | 0.41% | Reduce -50.5% | 18,841 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +488.3% | 18,430 | $1.2M |
| TFG Advisers LLC | 0.43% | Add +5.2% | 18,130 | $1.2M |
| Bluesphere Advisors LLC | 0.68% | Reduce -1.3% | 18,092 | $1.2M |
| Sax Wealth Advisors, LLC | 0.09% | Add +49.5% | 18,080 | $1.2M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -7.0% | 17,974 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Add +44.3% | 17,677 | $1.2M |
| Concord Wealth Partners | 0.19% | Add +2.0% | 17,570 | $1.2M |
| Landmark Wealth Management, LLC | 0.51% | Add +3.7% | 17,528 | $1.2M |
| Bensler, LLC | 0.14% | Add +20.9% | 17,461 | $1.1M |
| Fisher Asset Management | 0.00% | Add +120.0% | 17,451 | $1.1M |
| Orin Green Financial, LLC | 0.54% | New | 18,963 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +82.1% | 17,418 | $1.1M |
| Wealthgarden F.S. LLC | 1.08% | Reduce -46.2% | 17,121 | $1.1M |
| Marcum Wealth, LLC | 0.10% | Add +104.7% | 16,920 | $1.1M |
| Clear Point Advisors Inc. | 1.00% | Add +0.1% | 16,859 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +17.8% | 16,794 | $1.1M |
| Fingerlakes Wealth Management, Inc. | 0.94% | Reduce -1.0% | 16,765 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.26% | No change | 16,628 | $1.1M |
| FSA Advisors, Inc. | 0.86% | Add +100.6% | 16,577 | $1.1M |
| Leigh Baldwin & Co., LLC | 0.87% | Reduce -10.7% | 16,478 | $1.1M |
| Sebold Capital Management, Inc. | 0.71% | Add +1.7% | 16,452 | $1.1M |
| Prosperity Financial Group, Inc. | 0.54% | Add +3.7% | 16,406 | $1.1M |
| United Advisor Group, LLC | 0.22% | Add +27.6% | 16,320 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.81% | New | 16,306 | $1.1M |
| Quadcap Wealth Management, LLC | 0.16% | Reduce -22.8% | 16,286 | $1.1M |
| Summit Financial Consulting LLC | 0.99% | — | 16,219 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +7.5% | 16,162 | $1.1M |
| 360 Financial, Inc. | 0.38% | Reduce -0.2% | 15,942 | $1.0M |
| Concord Asset Management, LLC | 0.23% | Add +10.3% | 16,568 | $1.0M |
| Magnus Financial Group LLC | 0.10% | Reduce -18.3% | 15,794 | $1.0M |
| Nicolet Advisory Services, LLC | 0.10% | Add +35.6% | 16,820 | $1.0M |
| Tounjian Advisory Partners, LLC | 0.19% | — | 15,776 | $1.0M |
| True Vision MN LLC | 0.60% | Add +6.6% | 15,342 | $1.0M |
| Verdence Capital Advisors LLC | 0.08% | Reduce -2.5% | 15,107 | $993K |
| MJT & Associates Financial Advisory Group, Inc. | 0.95% | — | 15,098 | $993K |
| Wells Financial Advisors INC | 1.36% | Add +4.1% | 15,005 | $987K |
| Serenus Wealth Advisors, LLC | 0.16% | No change | 14,881 | $979K |
| Signet Financial Management, LLC | 0.13% | Reduce -22.2% | 14,868 | $978K |
| MBE Wealth Management, LLC | 0.46% | Reduce -49.0% | 14,675 | $965K |
| Legacy Edge Advisors, LLC | 0.15% | Add +0.3% | 14,645 | $963K |
| AssuredPartners Investment Advisors, LLC | 0.19% | Reduce -1.8% | 14,636 | $962K |
| Fortitude Family Office, LLC | 0.34% | Add +0.1% | 14,525 | $955K |
| Nikulski Financial, Inc. | 0.29% | Reduce -2.2% | 14,407 | $947K |
| Avior Wealth Management, LLC | 0.04% | Reduce -8.9% | 14,392 | $946K |
| TLWM | 0.19% | Reduce -0.1% | 14,273 | $939K |
| Hofer & Associates. Inc | 0.63% | Add +3.0% | 14,088 | $926K |
| Stewardship Advisors, LLC | 0.25% | Add +20.9% | 14,047 | $924K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -18.1% | 13,917 | $915K |
| Embree Financial Group | 0.15% | Add +0.7% | 13,777 | $906K |
| FreeGulliver LLC | 0.46% | Reduce -23.4% | 13,684 | $900K |
| Financial Management Network Inc. | 0.20% | Reduce -1.6% | 15,121 | $897K |
| Community Bank, N.A. | 0.12% | Reduce -9.4% | 13,629 | $896K |
| Kingdom Financial Group LLC. | 0.65% | Reduce -25.0% | 13,562 | $892K |
| Millennium Capital Advisors, LLC | 0.65% | Add +0.3% | 13,492 | $887K |
| WealthCare Investment Partners, LLC | 0.38% | Reduce -6.0% | 14,650 | $886K |
| Cardiff Park Advisors, LLC | 0.09% | Add +1604.3% | 13,464 | $885K |
| Wellment Financial | 1.16% | Reduce -27.7% | 13,353 | $878K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -5.1% | 13,307 | $875K |
| Baker Tilly Wealth Management, LLC | 0.34% | Reduce -0.9% | 13,206 | $868K |
| Copley Financial Group, Inc. | 0.66% | Reduce -27.9% | 13,131 | $863K |
| Mason Investment Advisory Services, Inc. | 0.05% | No change | 13,056 | $859K |
| Anchor Investment Management, LLC | 0.08% | Add +2.1% | 12,990 | $854K |
| Vanguard Group Inc. | 0.00% | Add +36.8% | 12,934 | $851K |
| Retirement Planning Co of New England, Inc. | 0.42% | Add +3.9% | 12,855 | $845K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -36.5% | 12,844 | $845K |
| Blueprint Investment Partners LLC | 0.15% | New | 12,742 | $838K |
| Stonebridge Financial Group, LLC | 0.09% | Add +200.1% | 12,713 | $836K |
| Sfm, LLC | 0.61% | Add +3.6% | 12,699 | $835K |
| Summit Investment Advisory Services, LLC | 0.41% | Reduce -0.1% | 12,678 | $834K |
| Quantinno Capital Management LP | 0.01% | New | 12,616 | $830K |
| Stevens Capital Partners | 0.39% | Add +8.3% | 12,589 | $828K |
| Schorn Wealth LLC | 0.27% | Add +0.1% | 12,564 | $826K |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -17.2% | 13,098 | $825K |
| Deutsche Bank AG | 0.00% | No change | 12,478 | $821K |
| Defender Capital, LLC. | 0.32% | No change | 12,400 | $820K |
| Optima Capital LLC | 0.52% | Reduce -61.1% | 12,413 | $816K |
| Investments & Financial Planning, LLC | 0.53% | Reduce -1.0% | 12,340 | $811K |
| Blueprint Financial Advisors LLC | 0.44% | — | 12,319 | $810K |
| CIBC Private Wealth Group LLC | 0.00% | Add +22.0% | 13,839 | $808K |
| Crew Capital Management, Ltd | 0.66% | Add +0.0% | 12,278 | $807K |
| Invst, LLC | 0.11% | Reduce -1.0% | 12,218 | $803K |
| Capital Advisors, Ltd. LLC | 0.11% | No change | 12,156 | $799K |
| Platform Technology Partners | 0.23% | Reduce -4.5% | 12,124 | $797K |
| Emerald Advisors, LLC | 0.11% | Reduce -1.8% | 12,024 | $791K |
| Clearstead Advisors, LLC | 0.01% | Add +1.4% | 11,974 | $787K |
| AlTi Global, Inc. | 0.02% | Add +0.1% | 11,908 | $783K |
| Capital Investment Advisors, LLC | 0.02% | Add +5.6% | 11,883 | $781K |
| HBW Advisory Services LLC | 0.11% | Add +7.2% | 11,831 | $778K |
| Cresset Asset Management, LLC | 0.00% | Add +60.5% | 11,773 | $774K |
| Next Level Wealth Planning, LLC | 0.59% | Add +0.3% | 11,758 | $773K |
| Beckerman Institutional, LLC | 0.56% | Add +4.5% | 11,751 | $773K |
| Destiny Capital Corp | 0.53% | Add +21.6% | 11,715 | $770K |
| Deane Retirement Strategies, Inc. | 0.37% | Reduce -11.0% | 11,703 | $770K |
| Peak Financial Advisors LLC | 0.39% | Reduce -92.8% | 11,644 | $766K |
| Mirae Asset Securities (usa) Inc. | 0.03% | New | 11,466 | $754K |
| Heritage Wealth Partners, LLC | 1.15% | Add +14.4% | 11,460 | $754K |
| L.M. Kohn & Company | 0.20% | Reduce -2.9% | 11,380 | $748K |
| Roman Butler Fullerton & Co. | 0.29% | Reduce -2.0% | 11,743 | $742K |
| Estate Counselors, LLC | 0.08% | New | 11,075 | $728K |
| PCA Investment Advisory Services Inc. | 0.38% | Add +4.4% | 11,069 | $728K |
| Brighton Jones LLC | 0.02% | Add +144.5% | 11,045 | $726K |
| Lockerman Financial Group, Inc. | 1.09% | Reduce -0.7% | 10,961 | $721K |
| Chris Bulman Inc | 0.45% | Add +0.0% | 10,932 | $719K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.8% | 10,874 | $715K |
| Hemenway Trust Co LLC | 0.06% | No change | 10,832 | $712K |
| Commerce Bank | 0.00% | Add +28.7% | 10,824 | $712K |
| KPP Advisory Services LLC | 0.13% | New | 10,789 | $709K |
| Trivant Custom Portfolio Group, LLC | 0.41% | Reduce -0.8% | 10,751 | $707K |
| American Money Management, LLC | 0.13% | Reduce -3.2% | 10,703 | $704K |
| Liberty Wealth Management LLC | 0.13% | Reduce -2.7% | 10,617 | $698K |
| Five Oceans Advisors | 0.33% | Reduce -11.7% | 10,602 | $697K |
| Pacific Financial Group Inc. | 0.56% | Reduce -29.6% | 10,589 | $696K |
| Flagship Private Wealth, LLC | 0.33% | Reduce -0.4% | 10,581 | $696K |
| Gotham Asset Management | 0.01% | No change | 10,542 | $693K |
| PKS Advisory Services, LLC | 0.19% | Add +9.6% | 10,541 | $693K |
| American Financial Advisors, LLC | 0.10% | Add +26.9% | 10,525 | $692K |
| Reliant Investment Partners, LLC | 0.70% | No change | 10,494 | $690K |
| Corrado Advisors, LLC | 0.46% | Reduce -4.1% | 10,455 | $688K |
| Western Financial Corp | 0.40% | Reduce -7.3% | 10,437 | $686K |
| Berger Financial Group, Inc | 0.05% | Add +4.2% | 10,431 | $686K |
| Consolidated Portfolio Review Corp | 0.11% | Add +63.1% | 10,339 | $680K |
| Altrius Capital Management Inc | 0.17% | Reduce -7.9% | 10,330 | $679K |
| Signal Tree Financial Partners LLC | 0.68% | Add +7.8% | 10,273 | $676K |
| Trilogy Capital Inc. | 0.04% | Add +1.7% | 10,244 | $674K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +58.6% | 10,229 | $673K |
| Arlington Trust Co LLC | 0.14% | Add +23.6% | 10,195 | $670K |
| Rockwood Wealth Management, LLC | 0.07% | Reduce -1.9% | 10,097 | $664K |
| Brio Consultants, LLC | 0.10% | Add +41.1% | 10,049 | $661K |
| Accurate Wealth Management, LLC | 0.13% | Reduce -5.8% | 10,624 | $657K |
| Oregon Pacific Wealth Management, LLC | 0.66% | Reduce -19.8% | 9,975 | $656K |
| Swmg, LLC | 0.26% | Reduce -79.5% | 10,093 | $653K |
| Coordinated Financial Services, Inc. | 0.51% | — | 9,915 | $652K |
| Summit Global Investments | 0.05% | Reduce -88.4% | 9,868 | $649K |
| tru Independence LLC | 0.20% | New | 9,838 | $647K |
| QRG Capital Management, Inc. | 0.01% | Reduce -28.6% | 9,827 | $646K |
| ZEGA Investments, LLC | 0.19% | New | 9,787 | $644K |
| Neuberger Berman Group LLC | 0.00% | Reduce -57.7% | 9,762 | $642K |
| Wolverine Trading, LLC | 0.02% | New | 9,746 | $637K |
| Capital Planning Advisors, LLC | 0.10% | Add +1.6% | 9,613 | $632K |
| GK Wealth Management LLC | 0.79% | Add +9.2% | 9,613 | $632K |
| LongView Wealth Management | 0.19% | Add +11.0% | 9,542 | $627K |
| Optimist Retirement Group LLC | 0.31% | Add +0.2% | 9,511 | $625K |
| Precision Wealth Strategies, LLC | 0.48% | Reduce -0.5% | 9,496 | $624K |
| Inspire Advisors, LLC | 0.07% | Add +49.0% | 9,464 | $622K |
| Laurel Wealth Advisors LLC | 0.10% | Reduce -0.2% | 9,462 | $622K |
| Thompson Davis & Co., Inc. | 0.49% | Add +15.2% | 9,450 | $621K |
| Empower Advisory Group, LLC | 0.00% | Reduce -7.4% | 9,429 | $620K |
| Regimen Wealth, LLC | 0.20% | Add +6.3% | 9,215 | $608K |
| Mission Creek Capital Partners, Inc. | 0.14% | No change | 9,009 | $592K |
| Chemistry Wealth Management LLC | 0.14% | Add +7.5% | 9,004 | $592K |
| Segment Wealth Management, LLC | 0.04% | Add +162.7% | 8,983 | $591K |
| Atlantic Union Bankshares Corp | 0.04% | No change | 8,955 | $589K |
| Key Financial Inc | 0.13% | Reduce -5.0% | 8,941 | $588K |
| Corundum Group, Inc. | 0.28% | Reduce -74.8% | 8,939 | $588K |
| Hartford Financial Management Inc. | 0.12% | Reduce -57.3% | 8,911 | $586K |
| Magnolia Capital Management Ltd. | 0.50% | No change | 8,895 | $585K |
| Cranbrook Wealth Management, LLC | 0.13% | No change | 8,696 | $572K |
| Northwest Capital Management Inc | 0.23% | Reduce -34.0% | 8,655 | $569K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -24.2% | 8,654 | $569K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.6% | 8,622 | $567K |
| Fortis Advisors, LLC | 0.37% | Reduce -10.5% | 8,594 | $565K |
| Abundance Wealth Counselors | 0.12% | No change | 8,550 | $562K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -3.2% | 8,436 | $555K |
| Hillman Capital Management, Inc. | 0.27% | Add +6.2% | 8,430 | $554K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +13.5% | 8,421 | $554K |
| Keybank National Association | 0.00% | Add +173.9% | 8,378 | $551K |
| ORBA Wealth Advisors, L.L.C. | 0.27% | Reduce -0.3% | 8,235 | $542K |
| City National Bank of Florida | 0.49% | No change | 8,226 | $541K |
| Synovus Financial Corp. | 0.01% | Reduce -3.7% | 8,214 | $540K |
| William Mack & Associates, Inc. | 0.46% | Add +73.6% | 8,198 | $539K |
| Fourpath Capital Management, LLC | 0.09% | Reduce -3.0% | 8,179 | $538K |
| Onyx Bridge Wealth Group LLC | 0.08% | Reduce -19.2% | 8,077 | $531K |
| High Note Wealth, LLC | 0.13% | Add +4.9% | 8,018 | $527K |
| Mosaic Advisors LLC | 0.79% | Reduce -52.1% | 8,000 | $526K |
| Global Strategic Investment Solutions, LLC | 0.06% | No change | 8,000 | $526K |
| Acropolis Investment Management, LLC | 0.03% | Add +0.0% | 7,978 | $525K |
| MGB Wealth Management, LLC | 0.19% | Add +3.6% | 7,887 | $518K |
| Citigroup Inc. | 0.00% | Reduce -11.8% | 7,835 | $515K |
| Evernest Financial Advisors, LLC | 0.18% | Reduce -4.3% | 7,834 | $515K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.6% | 7,825 | $515K |
| Asset Dedication, LLC | 0.04% | Reduce -28.0% | 7,795 | $513K |
| AJ Advisors, LLC | 0.26% | Add +3.1% | 7,745 | $509K |
| MJP Associates Inc. | 0.09% | Add +0.2% | 7,684 | $505K |
| Magnolia Private Wealth, LLC | 0.43% | Add +23.9% | 7,680 | $505K |
| Raleigh Capital Management Inc. | 0.23% | Reduce -3.7% | 7,616 | $501K |
| Outlook Wealth Advisors, LLC | 0.14% | Add +0.4% | 7,550 | $496K |
| Talisman Wealth Advisors LLC | 0.51% | Add +19.3% | 7,535 | $496K |
| Catalyst Financial Partners LLC | 0.09% | Reduce -13.5% | 7,468 | $491K |
| Opulen Financial Group LLC | 0.45% | Add +0.3% | 7,455 | $490K |
| Cibc World Market Inc. | 0.00% | Add +106.1% | 7,402 | $487K |
| Blue Oak Capital, LLC | 0.27% | Reduce -40.1% | 7,399 | $487K |
| 4WEALTH Advisors, Inc. | 0.54% | Reduce -15.1% | 7,350 | $483K |
| Lion Street Advisors, LLC | 0.15% | Add +33.3% | 7,340 | $483K |
| Morningstar Investment Services LLC | 0.09% | Reduce -12.8% | 7,331 | $482K |
| Lavaca Capital LLC | 0.22% | Reduce -3.1% | 7,304 | $480K |
| Verus Capital Partners, LLC | 0.05% | New | 7,279 | $479K |
| Pure Financial Advisors, LLC | 0.01% | Add +8.1% | 7,184 | $472K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +7.8% | 7,143 | $470K |
| Mach-1 Financial Group, LLC | 0.14% | New | 7,135 | $469K |
| 3EDGE Asset Management, LP | 0.03% | Add +10.6% | 7,071 | $465K |
| Curbstone Financial Management Corp | 0.10% | New | 7,000 | $460K |
| SageView Advisory Group, LLC | 0.02% | Add +3.0% | 6,997 | $460K |
| PFG Private Wealth Management, LLC | 0.25% | Add +0.8% | 6,944 | $457K |
| Shira Ridge Wealth Management | 0.23% | Reduce -10.9% | 6,938 | $456K |
| Accredited Investors Inc. | 0.03% | No change | 6,919 | $455K |
| Riversedge Advisors, LLC | 0.10% | No change | 6,915 | $455K |
| Jefferies Financial Group Inc. | 0.01% | No change | 6,867 | $452K |
| Advisors Capital Management, LLC | 0.01% | Add +7.3% | 6,848 | $450K |
| Cypress Financial Planning LLC | 0.16% | Reduce -25.0% | 6,814 | $448K |
| World Equity Group, Inc. | 0.13% | Reduce -56.2% | 6,706 | $441K |
| Portland Financial Advisors Inc | 1.13% | Add +5.7% | 6,691 | $440K |
| Founders Financial Alliance, LLC | 0.11% | Add +0.4% | 6,664 | $438K |
| MY Wealth Management Inc. | 0.42% | No change | 6,648 | $437K |
| Allworth Financial LP | 0.00% | Reduce -4.7% | 6,791 | $437K |
| Fiduciary Financial Group, LLC | 0.09% | Add +0.3% | 7,036 | $434K |
| PAX Financial Group, LLC | 0.08% | Add +9.5% | 6,573 | $432K |
| BlackRock, Inc. | 0.00% | Reduce -43.6% | 6,545 | $430K |
| Prospera Financial Services Inc | 0.01% | Add +4.0% | 6,494 | $427K |
| Trail Ridge Investment Advisors, LLC | 0.22% | Add +1.8% | 6,463 | $425K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.3% | 6,460 | $425K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -26.0% | 6,444 | $424K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 6,430 | $423K |
| Defined Wealth Management, LLC | 0.28% | Add +13.6% | 6,400 | $421K |
| Prospect Financial Services LLC | 0.23% | New | 6,395 | $421K |
| Integrated Advisors Network LLC | 0.02% | Reduce -18.6% | 6,310 | $415K |
| FLC Capital Advisors | 0.09% | Reduce -2.7% | 6,266 | $412K |
| Vermillion & White Wealth Management Group, LLC | 0.29% | Reduce -92.3% | 6,189 | $407K |
| Southland Equity Partners LLC | 0.09% | Add +37.9% | 6,177 | $406K |
| Northstar Group, Inc. | 0.07% | Add +14.3% | 6,175 | $406K |
| Nemes Rush Group LLC | 0.05% | Add +3470.3% | 6,141 | $404K |
| Destiny Wealth Partners, LLC | 0.06% | No change | 6,134 | $403K |
| Trust Co of the South | 0.08% | No change | 6,079 | $400K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -35.8% | 5,966 | $396K |
| Bailard, Inc. | 0.01% | No change | 6,020 | $396K |
| Ameriflex Group, Inc. | 0.16% | Reduce -25.5% | 6,003 | $395K |
| Colonial River Investments, LLC | 0.22% | Add +2.7% | 5,998 | $394K |
| Financial Life Planners | 0.38% | No change | 5,977 | $393K |
| Ironwood Financial, llc | 0.08% | Add +4.4% | 5,975 | $393K |
| SVB Wealth LLC | 0.02% | Add +5.3% | 5,967 | $392K |
| Liberty Capital Management, Inc. | 0.09% | New | 5,954 | $392K |
| CPC Advisors, LLC | 0.05% | No change | 5,942 | $391K |
| Visionary Horizons, LLC | 0.27% | New | 5,912 | $389K |
| Wilson & Boucher Capital Management, LLC | 0.29% | No change | 5,900 | $388K |
| Callan Capital, LLC | 0.03% | New | 5,897 | $388K |
| Guidance Capital, Inc. | 0.12% | Add +63.9% | 5,774 | $385K |
| M&T Bank Corp | 0.00% | New | 5,839 | $384K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -22.5% | 5,820 | $383K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -27.2% | 5,813 | $382K |
| Dagco, Inc. | 0.12% | New | 5,808 | $382K |
| Carmel Capital Partners, LLC | 0.15% | Add +58.6% | 5,682 | $374K |
| Westside Investment Management, Inc. | 0.08% | Reduce -1.5% | 5,628 | $370K |
| Moody National Bank Trust Division | 0.04% | No change | 5,627 | $370K |
| Wedbush Securities Inc. | 0.01% | Add +9.2% | 5,597 | $368K |
| TPG Financial Advisors, LLC | 0.16% | No change | 5,575 | $367K |
| Diversify Wealth Management, LLC | 0.03% | Add +0.3% | 5,576 | $363K |
| Claris Financial LLC | 0.24% | No change | 5,234 | $361K |
| D.A. Davidson & Co. | 0.00% | Add +7.2% | 5,460 | $359K |
| Vestia Personal Wealth Advisors | 0.28% | Reduce -1.6% | 5,410 | $356K |
| Pennington Partners & Co., LLC | 0.20% | New | 5,397 | $355K |
| Clarity Asset Management, Inc. | 0.23% | Add +871.6% | 5,373 | $353K |
| Diligent Investors, LLC | 0.09% | No change | 5,370 | $353K |
| Macroview Investment Management LLC | 0.33% | No change | 5,357 | $352K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.0% | 5,356 | $352K |
| Frisch Financial Group, Inc. | 0.10% | Add +0.3% | 5,240 | $345K |
| Smith Asset Management Co., LLC | 0.32% | Add +13.9% | 5,214 | $343K |
| Safeguard Investment Advisory Group, LLC | 0.09% | New | 5,199 | $342K |
| Absolute Capital Management, LLC | 0.20% | Add +0.1% | 5,197 | $342K |
| Hardy Reed LLC | 0.03% | No change | 5,177 | $340K |
| Composition Wealth, LLC | 0.01% | Reduce -1.6% | 5,159 | $339K |
| TCP Asset Management, LLC | 0.08% | No change | 5,140 | $338K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 5,129 | $337K |
| TFB Advisors LLC | 0.10% | Reduce -0.8% | 5,108 | $336K |
| Balefire, LLC | 0.12% | Add +9.9% | 5,106 | $336K |
| CWA Asset Management Group, LLC | 0.02% | Add +6.7% | 5,073 | $334K |
| Joel Adams & Associates, Inc. | 0.30% | Add +14.2% | 5,066 | $333K |
| Romano Brothers and Company | 0.04% | No change | 5,039 | $331K |
| Mather Group, Llc. | 0.00% | Reduce -10.2% | 5,031 | $331K |
| SMI Advisory Services, LLC | 0.07% | New | 5,566 | $330K |
| Foster Group, Inc. | 0.01% | Add +0.1% | 5,008 | $329K |
| Laraway Financial Advisors Inc | 0.26% | Add +7.4% | 5,002 | $329K |
| Provident Wealth Management, LLC | 0.11% | Add +64.6% | 5,002 | $329K |
| Santori & Peters, Inc. | 0.13% | No change | 4,984 | $328K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +6.5% | 4,973 | $327K |
| Austin Asset Management Co Inc | 0.07% | New | 4,971 | $327K |
| Bernardo Wealth Planning LLC | 0.08% | Add +0.6% | 4,950 | $326K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +0.0% | 4,949 | $325K |
| Inspirion Wealth Advisors, LLC | 0.05% | Reduce -1.9% | 4,940 | $325K |
| Libra Wealth LLC | 0.12% | New | 4,902 | $322K |
| Patten Group, Inc. | 0.07% | Add +3.4% | 4,876 | $321K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 4,876 | $321K |
| Essex Bank | 0.08% | No change | 4,817 | $317K |
| Apriem Advisors | 0.04% | Reduce -8.6% | 4,814 | $317K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | No change | 4,804 | $316K |
| RB Capital Management, LLC | 0.08% | Add +9.4% | 4,792 | $315K |
| Milestone Asset Management, LLC | 0.07% | New | 4,785 | $315K |
| Lido Advisors, LLC | 0.00% | Reduce -45.7% | 4,779 | $314K |
| Midwest Financial Network, LLC | 0.31% | Add +8.8% | 4,667 | $307K |
| Park Square Financial Group, LLC | 0.24% | Add +18.8% | 4,619 | $304K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -68.7% | 4,598 | $302K |
| Kestra Investment Management, LLC | 0.01% | Reduce -18.3% | 4,567 | $300K |
| International Assets Investment Management, LLC | 0.03% | Add +0.2% | 4,517 | $297K |
| Plan Group Financial, LLC | 0.10% | Add +0.3% | 4,316 | $284K |
| High Falls Advisors, Inc | 0.07% | New | 4,289 | $282K |
| Woodside Wealth Management LLC | 0.26% | — | 4,285 | $282K |
| Welch & Forbes LLC | 0.00% | Reduce -4.5% | 4,275 | $281K |
| Opus Capital Group, LLC | 0.04% | New | 4,263 | $280K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | No change | 4,049 | $279K |
| Ieq Capital, LLC | 0.00% | Reduce -66.8% | 4,239 | $279K |
| Caitlin John, LLC | 0.27% | Reduce -30.1% | 4,219 | $277K |
| Trexquant Investment LP | 0.00% | New | 4,218 | $277K |
| Sei Investments Co. | 0.00% | No change | 4,198 | $276K |
| LGT Financial Advisors LLC | 0.84% | Reduce -64.8% | 4,193 | $276K |
| HB Wealth Management, LLC | 0.00% | Add +9.6% | 4,192 | $276K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -86.0% | 4,206 | $274K |
| Aspiriant, LLC | 0.01% | New | 4,145 | $273K |
| Fusion Family Wealth, LLC | 0.03% | Add +3.0% | 4,142 | $272K |
| Schulz Wealth, LTD. | 0.21% | Add +1.6% | 4,095 | $269K |
| Rothschild Wealth LLC | 0.08% | No change | 4,081 | $268K |
| BCGM Wealth Management, LLC | 0.08% | Reduce -1.4% | 4,081 | $268K |
| JFS Wealth Advisors, LLC | 0.02% | Add +4.6% | 4,072 | $268K |
| NWF Advisory Services Inc. | 0.04% | Reduce -11.7% | 4,065 | $267K |
| Amara Financial, Llc. | 0.25% | Add +0.3% | 4,063 | $267K |
| Certified Advisory Corp | 0.03% | Reduce -6.2% | 4,062 | $267K |
| Prairieview Wealth Partners, LLC | 0.32% | Add +8.1% | 4,036 | $265K |
| Argent Trust Co | 0.01% | No change | 4,011 | $264K |
| Kera Capital Partners, Inc. | 0.08% | New | 3,989 | $262K |
| Element Wealth, LLC | 0.14% | Add +6029.2% | 3,984 | $262K |
| Stephens Inc. | 0.00% | Add +8.2% | 3,968 | $261K |
| Okabena Investment Services Inc. | 0.07% | New | 3,951 | $260K |
| Harbor Advisory Corp. | 0.09% | No change | 3,936 | $259K |
| Revisor Wealth Management LLC | 0.11% | New | 3,910 | $257K |
| Fulton Bank, N.A. | 0.01% | Reduce -21.9% | 3,909 | $257K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -34.3% | 3,890 | $256K |
| Private Client Services, LLC | 0.13% | Add +3.4% | 3,885 | $256K |
| FF Advisors,LLC | 0.15% | Reduce -2.7% | 3,847 | $254K |
| Capital A Wealth Management, LLC | 0.26% | Reduce -83.9% | 3,838 | $252K |
| Essex LLC | 0.05% | New | 3,816 | $251K |
| Prosperity Wealth Management, Inc. | 0.12% | No change | 3,808 | $250K |
| Meridian Wealth Advisors, LLC | 0.04% | Add +0.1% | 3,787 | $249K |
| Sequent Planning LLC | 0.09% | Reduce -20.0% | 3,767 | $248K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +29.0% | 3,747 | $246K |
| Affiance Financial, LLC | 0.06% | No change | 3,702 | $243K |
| Pinkerton Wealth, LLC | 0.03% | New | 3,665 | $241K |
| Wedmont Private Capital | 0.01% | Reduce -61.1% | 3,828 | $240K |
| Advyzon Investment Management, LLC | 0.08% | Reduce -8.3% | 3,626 | $238K |
| Financial Gravity Asset Management, Inc. | 0.05% | — | 3,619 | $238K |
| GC Wealth Management RIA, LLC | 0.04% | New | 3,598 | $237K |
| Mendel Capital Management LLC | 0.14% | Add +3.7% | 3,594 | $236K |
| Sandy Spring Bank | 0.01% | Reduce -2.6% | 3,592 | $236K |
| ProVise Management Group, LLC | 0.02% | Reduce -6.1% | 3,592 | $236K |
| Optivise Advisory Services LLC | 0.13% | Reduce -26.1% | 3,586 | $236K |
| Chesapeake Asset Management LLC | 0.22% | No change | 3,583 | $236K |
| Orgel Wealth Management, LLC | 0.01% | Add +7.2% | 3,577 | $235K |
| MRWM Advisors, LLC | 0.16% | Reduce -66.9% | 3,568 | $235K |
| Silverlake Wealth Management LLC | 0.09% | Add +6.5% | 3,534 | $232K |
| Cypress Capital Management LLC (WY) | 0.28% | Reduce -2.5% | 3,528 | $232K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,496 | $230K |
| Allied Investment Advisors, LLC | 0.04% | New | 3,496 | $230K |
| Orion Capital Management LLC | 0.10% | Reduce -0.6% | 3,468 | $228K |
| Shotwell Rutter Baer Inc | 0.20% | No change | 3,769 | $224K |
| Pineridge Advisors LLC | 0.09% | Add +0.4% | 3,360 | $221K |
| Claro Advisors Inc. | 0.03% | Reduce -1.7% | 3,345 | $220K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 3,341 | $220K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -30.5% | 3,329 | $219K |
| Clark Asset Management, LLC | 0.04% | New | 3,316 | $218K |
| Yukon Wealth Management, Inc. | 0.09% | — | 3,313 | $218K |
| Conservest Capital Advisors, Inc. | 0.02% | Add +3.2% | 3,295 | $217K |
| Choreo, LLC | 0.00% | Add +3.6% | 3,294 | $217K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +6.7% | 3,294 | $217K |
| Tru Independence Asset Management 2, LLC | 0.16% | No change | 3,286 | $216K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -2.2% | 3,245 | $213K |
| Legacy Financial Group LLC | 0.03% | New | 3,243 | $213K |
| Councilor Wealth, LLC | 0.11% | Add +0.3% | 3,242 | $213K |
| Ignite Planners, LLC | 0.04% | Add +0.5% | 3,237 | $213K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 3,196 | $210K |
| HRT Financial LP | 0.00% | Reduce -92.2% | 3,191 | $209K |
| CogentBlue Wealth Advisors, LLC | 0.18% | Add +4.1% | 3,125 | $206K |
| Boulder Wealth Advisors, LLC | 0.12% | New | 3,123 | $205K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 3,109 | $204K |
| Forte Capital LLC | 0.02% | Reduce -16.5% | 3,103 | $204K |
| Boomfish Wealth Group, LLC | 0.13% | No change | 3,098 | $204K |
| Widmann Financial Services, Inc. | 0.16% | New | 3,079 | $202K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,918 | $192K |
| Breakwater Investment Management | 0.08% | No change | 2,887 | $190K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.9% | 2,805 | $184K |
| PrairieView Partners, LLC | 0.02% | Add +29.6% | 2,560 | $168K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 2,420 | $159K |
| Russell Investments Group, Ltd. | 0.00% | Add +376.7% | 2,417 | $159K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,352 | $155K |
| Glassman Wealth Services | 0.02% | Reduce -5.6% | 2,261 | $149K |
| Webster Bank, N. A. | 0.02% | No change | 2,175 | $143K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 2,135 | $140K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,025 | $133K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,000 | $132K |
| Graney & King, LLC | 0.10% | Add +0.1% | 1,992 | $131K |
| Rossby Financial, LCC | 0.06% | New | 1,988 | $129K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -45.3% | 1,857 | $122K |
| Beacon Capital Management, LLC | 0.02% | Add +171.7% | 1,831 | $120K |
| Financial Connections Group, Inc. | 0.05% | Add +0.1% | 1,804 | $118K |
| Kiker Wealth Management, LLC | 0.08% | Add +111.7% | 1,744 | $115K |
| ORG Partners LLC | 0.03% | Add +2541.5% | 1,717 | $113K |
| Arax Advisory Partners | 0.01% | Add +145.1% | 1,711 | $113K |
| Winthrop Capital Management, LLC | 0.03% | Reduce -25.1% | 1,627 | $107K |
| Paladin Advisory Group, LLC | 0.08% | Add +24.0% | 1,562 | $103K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -14.0% | 1,500 | $99K |
| Rialto Wealth Management, LLC | 0.03% | Add +0.2% | 1,478 | $97K |
| NFSG Corp | 0.02% | Reduce -23.7% | 1,415 | $93K |
| Darwin Wealth Management, LLC | 0.03% | No change | 1,329 | $92K |
| Barclays PLC | 0.00% | No change | 1,350 | $89K |
| Ancora Advisors LLC | 0.00% | Reduce -29.8% | 1,321 | $87K |
| Safe Harbor Fiduciary, LLC | 0.09% | Add +1.7% | 1,268 | $83K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -33.8% | 1,242 | $82K |
| Arcadia Investment Management Corp. | 0.01% | Reduce -14.0% | 1,225 | $81K |
| Private Wealth Asset Management, LLC | 0.01% | — | 1,202 | $79K |
| Tucker Asset Management LLC | 0.03% | Add +1.5% | 1,198 | $79K |
| Rakuten Securities, Inc. | 0.04% | Reduce -14.2% | 1,171 | $77K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,119 | $74K |
| Bokf, NA | 0.00% | New | 1,098 | $72K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +49.9% | 1,060 | $70K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Add +8.3% | 1,031 | $68K |
| Dunhill Financial, LLC | 0.03% | Add +0.4% | 996 | $65K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 958 | $63K |
| Winch Advisory Services, LLC | 0.02% | Add +0.3% | 937 | $62K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -9.2% | 925 | $61K |
| Smithfield Trust Co | 0.00% | No change | 924 | $60K |
| HFM Investment Advisors, LLC | 0.03% | — | 885 | $58K |
| Ballast Advisors LLC | 0.02% | No change | 884 | $58K |
| GW&K Investment Management, LLC | 0.00% | New | 876 | $58K |
| Rothschild Investment LLC | 0.00% | Add +0.4% | 808 | $53K |
| Creekmur Asset Management LLC | 0.01% | Add +0.9% | 787 | $52K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 765 | $50K |
| Global Wealth Strategies & Associates | 0.02% | New | 759 | $50K |
| Winnacle Wealth LLC | 0.05% | Add +0.3% | 749 | $49K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -91.2% | 747 | $49K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 745 | $49K |
| Burkett Financial Services, LLC | 0.02% | New | 716 | $47K |
| Missouri Trust & Investment Co | 0.02% | New | 700 | $46K |
| NBT Bank, N.A. | 0.00% | No change | 663 | $44K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -25.8% | 647 | $43K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 646 | $42K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 641 | $42K |
| Curio Wealth, LLC | 0.02% | Reduce -99.8% | 1 | $41K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.0% | 617 | $41K |
| Promus Capital, LLC | 0.03% | No change | 613 | $40K |
| Basso Capital Management, L.P. | 0.03% | No change | 582 | $38K |
| North Star Investment Management Corp. | 0.00% | Reduce -20.6% | 579 | $38K |
| Comprehensive Financial Planning, Inc. | 0.04% | No change | 559 | $37K |
| Highline Wealth Partners LLC | 0.01% | No change | 539 | $35K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 532 | $35K |
| Ruedi Wealth Management, Inc. | 0.01% | Add +29.0% | 516 | $34K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 515 | $34K |
| Ogorek Anthony Joseph /NY/ | 0.01% | New | 513 | $33K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 500 | $33K |
| Decker Retirement Planning Inc. | 0.02% | Reduce -22.4% | 490 | $32K |
| Payden & Rygel | 0.00% | Reduce -30.7% | 485 | $32K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 463 | $30K |
| Signature Resources Capital Management, LLC | 0.03% | Add +1200.0% | 455 | $30K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 429 | $28K |
| Colonial Trust Co / SC | 0.00% | No change | 409 | $27K |
| Davidson Capital Management Inc. | 0.01% | Reduce -99.9% | 405 | $27K |
| CX Institutional | 0.00% | New | 397 | $26K |
| Toth Financial Advisory Corp. | 0.00% | No change | 394 | $26K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 376 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.5% | 375 | $25K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | — | 359 | $24K |
| Cloud Capital Management, LLC | 0.02% | — | 352 | $23K |
| Opal Wealth Advisors, LLC | 0.01% | New | 348 | $23K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 346 | $23K |
| Johnson Financial Group, Inc. | 0.00% | No change | 327 | $22K |
| Cornerstone Planning Group LLC | 0.00% | Add +26.9% | 325 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | Add +6100.0% | 310 | $20K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 300 | $20K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 300 | $20K |
| New Millennium Group LLC | 0.01% | Add +0.4% | 275 | $18K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 270 | $18K |
| Atlantic Private Wealth, LLC | 0.01% | Add +0.4% | 268 | $18K |
| Centricity Wealth Management, LLC | 0.02% | No change | 264 | $17K |
| FSC Wealth Advisors, LLC | 0.01% | Reduce -99.8% | 249 | $16K |
| Bristlecone Advisors, LLC | 0.00% | No change | 242 | $16K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.4% | 238 | $16K |
| SJS Investment Consulting Inc. | 0.00% | No change | 233 | $15K |
| Inlight Wealth Management, LLC | 0.01% | New | 227 | $15K |
| Sound Income Strategies, LLC | 0.00% | Reduce -76.4% | 218 | $14K |
| Crewe Advisors LLC | 0.00% | New | 183 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 172 | $11K |
| Elite Financial, Inc. | 0.01% | New | 178 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 166 | $11K |
| AllSquare Wealth Management LLC | 0.01% | No change | 160 | $11K |
| Chilton Capital Management LLC | 0.00% | Reduce -57.3% | 159 | $10K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 152 | $10K |
| Hanson & Doremus Investment Management | 0.00% | New | 155 | $10K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 149 | $10K |
| EPG Wealth Management LLC | 0.00% | Add +2.1% | 144 | $9K |
| Eastern Bank | 0.00% | Add +44.3% | 140 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 138 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 133 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 128 | $8K |
| Painted Porch Advisors LLC | 0.00% | No change | 126 | $8K |
| SouthState Bank Corp | 0.00% | Reduce -5.4% | 123 | $8K |
| First Horizon Advisors, Inc. | 0.00% | No change | 120 | $8K |
| Garde Capital, Inc. | 0.00% | New | 117 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 104 | $7K |
| Amundi | 0.00% | No change | 96 | $6K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -15.3% | 83 | $5K |
| Tsfg, LLC | 0.00% | No change | 74 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -64.3% | 81 | $5K |
| Sunbelt Securities, Inc. | 0.00% | New | 76 | $5K |
| Whipplewood Advisors, LLC | 0.00% | New | 1,610 | $5K |
| Albion Financial Group | 0.00% | Add +1200.0% | 65 | $4K |
| CVA Family Office, LLC | 0.00% | Reduce -73.7% | 50 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 48 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | Add +176.5% | 47 | $3K |
| Avion Wealth | 0.00% | No change | 46 | $3K |
| Bear Mountain Capital, Inc. | 0.00% | New | 45 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 43 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 38 | $2K |
| AlphaCore Capital LLC | 0.00% | New | 36 | $2K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -59.1% | 36 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 32 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 31 | $2K |
| Topsail Wealth Management, LLC | 0.00% | New | 31 | $2K |
| Horizon Bancorp Inc. | 0.00% | No change | 29 | $2K |
| Operose Advisors LLC | 0.00% | New | 30 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | New | 28 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 28 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 23 | $2K |
| Davis Capital Management | 0.00% | No change | 21 | $1K |
| WealthCollab, LLC | 0.00% | No change | 21 | $1K |
| Marshall Investment Management, LLC | 0.00% | New | 15 | $989 |
| Integrity Financial Corp | 0.00% | New | 15 | $986 |
| Bfsg, LLC | 0.00% | No change | 12 | $790 |
| Bellwether Advisors, LLC | 0.00% | Reduce -20.0% | 12 | $789 |
| Optimum Investment Advisors | 0.00% | No change | 10 | $658 |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 9 | $622 |
| Versant Capital Management, Inc | 0.00% | No change | 9 | $618 |
| Howe & Rusling Inc. | 0.00% | New | 8 | $534 |
| Montag A & Associates Inc. | 0.00% | No change | 6 | $395 |
| 2UniFi Bank | 0.00% | No change | 3 | $210 |
| Accredited Wealth Management, LLC | 0.00% | New | 3 | $198 |
| Truvestments Capital LLC | 0.00% | New | 3 | $197 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $133 |
| Proathlete Wealth Management LLC | 0.00% | New | 2 | $131 |
| Quent Capital, LLC | 0.00% | No change | 1 | $66 |
| Fairway Wealth LLC | 0.00% | New | 1 | $66 |
"% 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.