Ste STR SPDR PT S&P 500 ETFSPYMETF

13F holders, Q2 2025 (June 30)

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

1,372holders +80

123new positions

52sold out

6famous investors

$72.65avg. 13F price*

At the end of Q2 2025, 1,372 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 80 from Q1 2025. 123 opened new positions and 52 sold out. The largest holders were Betterment LLC ($5.4B), Bank of America Corp. ($4.3B) and LPL Financial LLC ($3.3B). 6 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 SERIES TRUST (Q2 2025)
CUSIP: 78464A854
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

	Institutions	Total Value
New Positions	123	$1.5B
Exits	52	$171.9M

All 13F filers, Q1 2025 → Q2 2025: 129,648,378 shares bought and 48,038,793 shares sold, net +81,609,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,372 holders


Betterment LLC	11.44%	Add +13.9%	73,909,544	$5.4B
Bank of America Corp.	0.35%	Add +88.5%	59,401,970	$4.3B
LPL Financial LLC	1.09%	Add +6.6%	44,732,770	$3.3B
Jones Financial Companies LLLP	2.42%	Add +42.2%	44,200,159	$3.2B
USS Investment Management Ltd	18.95%	Add +96.1%	41,572,102	$3.0B
Creative Planning	1.93%	Add +1.0%	31,140,324	$2.3B
Envestnet Asset Management Inc.	0.34%	Add +11.4%	15,884,712	$1.2B
Morgan Stanley	0.07%	Add +22.2%	13,743,533	$999.0M
Invesco Ltd.	0.13%	Reduce -34.9%	10,572,050	$768.5M
Cwm, LLC	2.55%	Add +17.2%	9,940,516	$722.6M
National Mutual Insurance Federation of Agricultural Cooperatives	5.61%	Add +6.5%	9,536,000	$693.2M
Osaic Holdings, Inc.	1.09%	Add +5.5%	8,477,966	$609.7M
Advance Capital Management, Inc.	26.45%	Reduce -21.6%	8,029,770	$583.7M
JPMorgan Chase & Co.	0.04%	Reduce -7.2%	8,025,617	$583.4M
Clark Capital Management Group, Inc.	3.82%	Add +3.1%	7,581,592	$551.1M
Kedalion Capital Management LLP	19.87%	New	7,014,380	$509.9M
Goldman Sachs Group Inc.	0.08%	Add +43.4%	6,433,969	$467.7M
TIG Advisors, LLC	23.46%	New	5,910,541	$429.8M
OneDigital Investment Advisors LLC	4.66%	Reduce -19.4%	5,775,966	$419.9M
1900 Wealth Management LLC	29.23%	Add +3.8%	5,317,895	$386.6M
Financial Engines Advisors L.L.C.	0.72%	Add +0.3%	4,991,489	$362.8M
Ameriprise Financial Inc.	0.08%	Add +1.6%	4,671,668	$339.6M
GM Advisory Group, LLC	15.83%	Add +5.3%	4,406,753	$320.3M
TD Private Client Wealth LLC	7.70%	Add +7.2%	4,312,251	$313.5M
Wealthcare Advisory Partners LLC	7.13%	Add +14.3%	4,299,447	$312.5M
Raymond James Financial Inc.	0.10%	Add +12.8%	4,137,001	$300.7M
Cetera Investment Advisers	0.51%	Add +46.6%	4,135,132	$300.6M
Private Advisor Group, LLC	1.57%	Reduce -5.0%	4,010,594	$291.5M
HighTower Advisors, LLC	0.35%	Reduce -2.4%	3,839,896	$279.1M
Capital Analysts, LLC	9.14%	Add +2.2%	3,772,865	$274.3M
NorthRock Partners, LLC	6.88%	Add +7.0%	3,632,364	$264.0M
Northwestern Mutual Wealth Management Co.	0.19%	Add +19.8%	3,565,033	$259.1M
Gradient Investments LLC	4.72%	Add +3.1%	3,554,841	$258.4M
Norinchukin Bank, The	3.80%	Add +3.0%	3,511,270	$255.2M
Wealth Enhancement Advisory Services, LLC	0.42%	Add +75.6%	3,425,956	$252.0M
Stadion Money Management, LLC	20.14%	Reduce -22.4%	3,374,987	$245.3M
Wells Fargo & Company	0.05%	Reduce -6.1%	3,131,859	$227.7M
Advocacy Wealth Management, LLC	13.86%	Reduce -21.0%	3,107,897	$225.9M
Natixis Advisors, LLC	0.36%	Reduce -37.8%	3,096,749	$225.1M
Manufacturers Life Insurance Company, The	0.19%	Reduce -35.0%	2,871,323	$208.7M
Endurance Services Ltd	35.84%	No change	2,831,385	$205.8M
Assetmark, Inc.	0.48%	Add +11.6%	2,822,093	$205.1M
Cambridge Investment Research Advisors, Inc.	0.60%	Add +57.6%	2,725,983	$198.2M
SCS Capital Management LLC	2.03%	Reduce -0.9%	2,520,673	$183.2M
Two Sigma Investments, LP	0.33%	Reduce -16.0%	2,419,000	$175.8M
Exchange Traded Concepts, LLC	2.23%	New	2,404,388	$174.8M
Mirae Asset Global Investments Co., Ltd.	0.59%	Add +68.7%	2,335,301	$169.8M
NewEdge Advisors, LLC	0.86%	Add +15.9%	2,307,503	$167.7M
Peterson Wealth Advisors, LLC	27.17%	Add +0.6%	2,264,471	$164.6M
Global Retirement Partners, LLC	3.90%	—	2,166,899	$157.5M
MML Investors Services, LLC	0.45%	Add +35.6%	2,131,460	$154.9M
Mariner, LLC	0.22%	Reduce -4.6%	2,123,820	$154.4M
Mizuho Bank, Ltd.	15.00%	Add +50.0%	2,100,000	$152.6M
UBS Group AG	0.03%	Add +10.6%	2,055,143	$149.4M
Spinnaker Trust	8.98%	Add +2.6%	2,053,233	$149.2M
Tennessee Valley Asset Management Partners	36.29%	Add +2.6%	1,966,408	$142.9M
UNIVEST FINANCIAL Corp	7.90%	Add +1.6%	1,812,265	$131.7M
First Command Advisory Services, Inc.	1.09%	Add +35.5%	1,735,977	$126.2M
Sand Hill Global Advisors, LLC	4.60%	Reduce -0.3%	1,704,384	$123.9M
Good Life Advisors, LLC	7.50%	Add +9.9%	1,649,753	$119.9M
Larson Financial Group LLC	4.75%	Add +246.5%	1,627,089	$118.3M
Retirement Income Solutions, Inc.	21.64%	Add +79.7%	1,622,431	$117.9M
State Street Corp.	0.00%	Add +2.0%	1,614,508	$117.4M
49 Wealth Management, LLC	12.33%	Add +23.9%	1,593,630	$115.8M
Great Valley Advisor Group, Inc.	2.56%	Add +22.7%	1,587,263	$115.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	7.25%	Reduce -1.2%	1,528,848	$111.1M
AE Wealth Management LLC	0.81%	Reduce -26.3%	1,523,815	$110.8M
Commonwealth Equity Services, LLC	0.13%	Add +20.4%	1,396,513	$101.5M
Ascent Group, LLC	3.80%	Reduce -25.1%	1,342,865	$97.6M
Aptus Capital Advisors, LLC	0.96%	Reduce -3.4%	1,338,746	$97.3M
AlphaStar Capital Management, LLC	6.47%	Add +4.6%	1,265,046	$92.0M
World Investment Advisors	2.08%	Add +2.2%	1,257,410	$91.4M
RiverFront Investment Group, LLC	1.74%	Reduce -1.4%	1,228,082	$89.3M
Kestra Advisory Services, LLC	0.42%	Add +3.7%	1,177,549	$85.6M
Compass Ion Advisors, LLC	9.25%	Add +2.0%	1,176,217	$85.5M
KWB Wealth	10.22%	Reduce -6.3%	1,278,232	$84.1M
Austin Private Wealth, LLC	6.52%	Reduce -37.5%	1,132,714	$82.3M
Integrated Wealth Concepts LLC	0.83%	Add +0.7%	1,131,592	$82.3M
Royal Bank of Canada	0.02%	Add +6.3%	1,112,170	$80.8M
OneAscent Financial Services LLC	5.72%	Add +1.7%	1,103,488	$80.2M
Standpoint Asset Management, LLC	16.26%	Reduce -20.1%	1,093,900	$79.5M
Penserra Capital Management LLC	1.09%	Add +85.0%	1,068,772	$77.7M
Nissay Asset Management Corp. /Japan	0.45%	New	1,064,700	$77.4M
IAG Wealth Partners, LLC	10.06%	Add +32.1%	1,046,071	$76.0M
Crews Bank & Trust	11.91%	Add +5.8%	1,040,376	$75.6M
Sterling Group Wealth Management, LLC	41.48%	Add +12.2%	1,031,134	$75.0M
Brown Financial Advisory	41.31%	Add +6.9%	1,029,929	$74.9M
Principal Securities, Inc.	1.37%	Add +24.5%	999,568	$72.7M
Revere Asset Management, Inc	35.24%	Add +81.2%	999,446	$72.6M
Nepc LLC	1.79%	New	973,556	$70.8M
Stratos Wealth Partners, LTD.	0.94%	Reduce -13.6%	950,174	$69.1M
Allen Capital Group, LLC	7.03%	Add +0.8%	927,722	$67.4M
Park Avenue Securities LLC	0.62%	Add +7.9%	920,220	$66.9M
Kickstand Ventures, Llc.	15.52%	Add +58.7%	913,360	$66.4M
N.E.W. Advisory Services LLC	6.41%	Reduce -14.3%	908,809	$66.1M
Intrua Financial, LLC	9.40%	Reduce -12.9%	899,764	$65.4M
Agur Provident & Training Funds Management Ltd.	24.48%	Reduce -21.1%	890,494	$64.7M
O'Dell Group, LLC	16.13%	Add +2.7%	889,651	$64.7M
Eagle Strategies LLC	9.48%	Add +14.1%	855,769	$62.2M
Taiyo Life Insurance Co.	5.84%	Reduce -30.8%	855,500	$62.2M
Vertex Planning Partners, LLC	12.88%	Reduce -9.1%	848,519	$61.7M
O'Brien Wealth Partners LLC	9.42%	Reduce -5.9%	825,956	$60.0M
Auour Investments LLC	20.46%	Reduce -0.8%	818,773	$59.5M
One Day In July LLC	5.30%	Add +17.4%	805,761	$58.6M
Americana Partners, LLC	1.99%	Add +5.0%	793,284	$57.7M
Integrity Alliance, Llc.	3.15%	Reduce -41.0%	792,765	$57.6M
Wealthspire Advisors, LLC	0.32%	Reduce -5.4%	792,637	$57.6M
Lifelong Wealth Advisors, Inc.	19.02%	Reduce -9.9%	787,826	$57.3M
New Perspectives, Inc	27.81%	Reduce -4.2%	773,541	$56.2M
Detalus Advisors, LLC	16.27%	Reduce -11.4%	772,309	$56.1M
HM Payson & Co.	0.89%	Add +71.8%	770,961	$56.0M
Denver Wealth Management, Inc.	23.17%	Add +3.6%	770,715	$56.0M
Dynamic Advisor Solutions LLC	1.72%	Add +3.2%	765,921	$55.7M
Avidian Wealth Enterprises, LLC	2.26%	Reduce -22.6%	763,291	$55.5M
Snowden Capital Advisors LLC	1.64%	Add +0.2%	758,839	$55.2M
CFS Investment Advisory Services, LLC	4.51%	Reduce -23.4%	758,262	$55.1M
Penobscot Wealth Management	19.58%	Add +8.5%	752,588	$54.7M
North Star Asset Management Inc.	2.31%	Reduce -0.3%	751,255	$54.6M
Leading Edge Financial Planning LLC	14.97%	Add +5.5%	741,078	$53.9M
ODonnell Financial Services, LLC	20.25%	Add +1.6%	726,076	$52.8M
Private Wealth Group, LLC	27.63%	Add +5.5%	714,771	$52.0M
Janus Henderson Group PLC	0.03%	No change	713,740	$51.9M
Cahaba Wealth Management, Inc.	4.02%	Add +20.4%	710,891	$51.7M
Financial Enhancement Group LLC	7.16%	Reduce -1.1%	682,800	$50.1M
Brookstone Capital Management	0.65%	Reduce -1.7%	679,645	$49.4M
Principal Financial Group Inc.	0.03%	Add +43.7%	675,230	$49.1M
Badgley Phelps Wealth Managers, LLC	1.08%	Reduce -0.5%	668,002	$48.6M
Gladstone Institutional Advisory LLC	1.99%	Add +0.2%	664,018	$48.3M
Harbour Investments, Inc.	1.21%	Reduce -3.5%	658,262	$47.8M
Tull Financial Group, Inc.	21.69%	Add +8.6%	656,054	$47.7M
US Bancorp \de	0.06%	Add +13.9%	643,254	$46.8M
Flagship Harbor Advisors, LLC	2.21%	Add +11.6%	642,161	$46.7M
Signal Advisors Wealth, LLC	3.63%	Add +18.7%	638,521	$46.4M
IHT Wealth Management, LLC	1.27%	Add +36.1%	636,649	$46.3M
Western Wealth Management, LLC	2.67%	Add +1.4%	617,700	$44.9M
CCG Wealth Management, LLC	23.37%	Add +2.2%	610,231	$44.4M
Global View Capital Management LLC	14.09%	Add +37.6%	606,321	$44.1M
Clear Creek Financial Management, LLC	4.17%	Reduce -27.7%	603,304	$43.9M
Strategic Financial Partners, Ltd.	20.01%	Add +19.9%	593,185	$43.1M
WBH Advisory Inc.	3.67%	Add +45.3%	592,919	$43.1M
St Germain D J Co. Inc.	1.84%	Add +563.7%	588,463	$42.8M
Fifth Third Bancorp	0.15%	Add +18.6%	586,234	$42.6M
PSI Advisors, LLC	21.11%	Add +12.0%	583,010	$42.4M
Cary Street Partners Financial LLC	1.19%	Add +6.7%	582,460	$42.3M
SOL Capital Management CO	4.05%	Reduce -4.6%	574,409	$41.8M
Wealth Management Nebraska	5.63%	Add +0.5%	575,614	$41.6M
First Heartland Consultants, Inc.	3.69%	Add +14.1%	570,503	$41.5M
Waverly Advisors, LLC	0.45%	Add +2.3%	568,746	$41.3M
Sequoia Financial Advisors, LLC	0.28%	Reduce -3.2%	562,435	$40.9M
IFP Advisors, Inc	1.16%	Add +1.9%	561,432	$40.8M
VestGen Advisors, LLC	1.60%	Reduce -41.6%	539,160	$40.0M
Cornerstone Wealth Management, LLC	2.43%	Add +0.3%	549,971	$40.0M
One Wealth Advisors, LLC	5.49%	Reduce -31.2%	543,482	$39.5M
Market Street Wealth Management Advisors LLC	6.40%	Add +0.7%	540,013	$39.3M
Geneos Wealth Management Inc.	0.95%	Add +63.9%	535,746	$38.9M
Louisiana State Employees Retirement System	0.70%	Add +7.2%	533,400	$38.8M
Keystone Financial Group	3.34%	Reduce -14.7%	506,955	$36.9M
Citadel Advisors	0.03%	Add +9.5%	506,104	$36.8M
Jackson Wealth Management, LLC	3.98%	Add +92.0%	503,396	$36.6M
Retirement Financial Solutions, LLC	12.84%	Add +7.6%	501,657	$36.5M
Client 1ST Advisory Group, LLC	13.20%	Add +2.9%	500,817	$36.4M
Highland Financial Advisors, LLC	11.33%	Add +0.9%	485,491	$35.3M
Security Financial Services, INC.	6.18%	Reduce -37.3%	481,524	$35.0M
KMG Fiduciary Partners, LLC	2.59%	Add +1.6%	480,481	$34.9M
Equitable Holdings, Inc.	0.28%	Add +4.0%	474,264	$34.5M
Moneta Group Investment Advisors LLC	0.40%	Reduce -1.5%	466,838	$33.9M
Quantum Financial Planning Services, Inc.	15.91%	Add +4.6%	464,827	$33.8M
Ridgeline Wealth Planning, LLC	27.38%	Add +9.1%	457,590	$33.3M
Compass Financial Services Inc	16.05%	Reduce -14.1%	455,893	$33.1M
Merit Financial Group, LLC	0.37%	Reduce -1.7%	453,596	$33.0M
Simplicity Wealth,LLC	1.36%	Add +221.7%	448,526	$32.6M
Procyon Advisors, LLC	3.06%	Reduce -0.4%	444,020	$32.3M
Broadway Wealth Solutions, Inc.	20.07%	Add +11.7%	443,416	$32.2M
Financial Insights, Inc.	11.74%	Add +12.6%	442,147	$32.1M
Daido Life Insurance Co.	4.79%	No change	440,783	$32.0M
Sanctuary Advisors, LLC	0.20%	Reduce -12.9%	438,509	$31.9M
Olympus Wealth Management, LLC	10.61%	Add +76.9%	434,407	$31.6M
Crown Wealth Group, LLC	11.82%	Add +24.3%	433,011	$31.5M
Rockbridge Investment Management, LCC	3.27%	Add +13.0%	420,143	$30.5M
Leslie Global Wealth, LLC	16.31%	Add +12.0%	419,871	$30.5M
Montz Harcus Wealth Management LLC	14.72%	Add +3.9%	419,555	$30.5M
Savant Capital, LLC	0.22%	Reduce -24.0%	416,340	$30.3M
Petix & Botte Co	7.42%	Add +14.8%	415,981	$30.2M
Bank Hapoalim BM	4.31%	No change	459,000	$30.2M
Horst & Graben Wealth Management LLC	4.99%	Reduce -44.0%	414,348	$30.1M
Eldridge Investment Advisors, Inc.	6.29%	Reduce -1.0%	414,023	$30.1M
Goodman Advisory Group, LLC	10.16%	Reduce -7.6%	411,202	$29.9M
Wealthspire Retirement, LLC	1.97%	Reduce -22.5%	411,098	$29.9M
RFG Advisory, LLC	0.69%	Reduce -9.5%	401,116	$29.2M
Investment Planning Advisors, Inc.	10.28%	Add +8.2%	400,023	$29.1M
Priebe Wealth Holdings LLC	24.92%	Reduce -51.3%	395,949	$28.8M
Novem Group	3.62%	Reduce -3.1%	392,531	$28.5M
Physician Wealth Advisors, Inc.	4.36%	Reduce -42.5%	382,317	$27.8M
Independent Financial Group, LLC	0.76%	Add +19.8%	380,324	$27.6M
Knightsbridge Asset Management, LLC	6.11%	Add +6.1%	375,228	$27.3M
Vestmark Advisory Solutions, Inc.	0.39%	Reduce -2.3%	374,754	$27.2M
Bank of New York Mellon Corp	0.01%	Add +46.6%	374,540	$27.2M
Maia Wealth LLC	5.18%	Reduce -27.5%	373,889	$27.2M
Carnegie Investment Counsel	0.55%	Add +13.9%	373,635	$27.2M
Walkner Condon Financial Advisors LLC	4.98%	Add +7.8%	371,718	$27.0M
Kelman-Lazarov, Inc.	4.36%	Add +16.4%	369,916	$26.9M
Liberty Square Wealth Partners LLC	9.26%	Reduce -0.1%	368,592	$26.8M
Farther Finance Advisors, LLC	0.54%	Add +431.1%	367,976	$26.7M
Modern Wealth Management, LLC	0.66%	Add +973.0%	366,892	$26.7M
Leo Wealth, LLC	2.07%	New	366,552	$26.6M
Talon Private Wealth, LLC	3.62%	Reduce -5.6%	361,186	$26.3M
Nottingham Advisors, Inc.	3.83%	Reduce -3.8%	354,850	$25.8M
Orion Porfolio Solutions, LLC	0.22%	Add +27.6%	349,460	$25.4M
WCG Wealth Advisors LLC	1.64%	Add +12.8%	349,028	$25.4M
Scarborough Advisors, LLC	4.99%	Reduce -14.0%	345,895	$25.1M
Level Four Advisory Services, LLC	0.92%	Add +0.1%	343,984	$25.0M
Buttonwood Financial Group, LLC	12.67%	Reduce -29.4%	341,859	$25.0M
Cerity Partners LLC	0.04%	Reduce -6.8%	340,286	$24.7M
West Wealth Group, LLC	6.12%	Add +8.8%	330,847	$24.6M
Atria Wealth Solutions, Inc.	0.55%	Reduce -10.1%	337,033	$24.5M
Forthright Family Wealth Advisory LLC	15.48%	Reduce -0.2%	336,260	$24.4M
HUB Investment Partners, LLC	0.85%	Add +8.6%	336,170	$24.4M
TSA Wealth Managment LLC	8.92%	Reduce -14.1%	336,092	$24.4M
Lloyd Advisory Services, LLC.	11.69%	Reduce -3.9%	332,692	$24.2M
Moneco Advisors, LLC	2.24%	Add +15.8%	331,880	$24.1M
Wealth Advisors of Iowa, LLC	8.88%	Reduce -0.8%	326,972	$23.8M
Steele Capital Management, Inc.	1.14%	Add +2.6%	326,422	$23.7M
PNC Financial Services Group, Inc.	0.02%	Reduce -8.8%	325,393	$23.7M
PFG Advisors	1.09%	Add +61.7%	324,648	$23.6M
Sykon Capital LLC	8.52%	New	321,497	$23.4M
Panoramic Investment Advisors, LLC	14.22%	Add +12.8%	318,691	$23.2M
Fifth Third Securities, Inc.	1.72%	Add +16.3%	315,755	$23.0M
Stifel Financial Corp.	0.02%	Add +0.6%	315,127	$22.9M
McMill Wealth Management	7.52%	Reduce -1.1%	312,997	$22.7M
MIdWestOne Financial Group, Inc.	2.92%	Add +0.5%	309,703	$22.5M
Wealth Advisory Solutions, LLC	5.69%	Add +2.4%	308,914	$22.5M
Mayflower Financial Advisors, LLC	3.12%	Reduce -9.5%	308,154	$22.4M
Keel Point, LLC	1.48%	Reduce -0.1%	307,809	$22.4M
Cornerstone Advisors Asset Management, LLC	4.31%	Add +2.0%	307,793	$22.4M
Richmond Investment Services, LLC	4.72%	Add +566.1%	307,324	$22.3M
Luken Investment Analytics, LLC	9.77%	Reduce -33.6%	306,738	$22.3M
SPC Financial, Inc.	1.86%	Add +2.6%	305,860	$22.2M
Curtis Advisory Group, LLC	5.55%	New	303,879	$22.1M
Tableaux LLC	12.62%	Reduce -22.0%	302,525	$22.0M
IFG Advisory, LLC	1.10%	Reduce -5.2%	301,755	$21.9M
Cypress Wealth Services, LLC	3.84%	Reduce -2.9%	295,064	$21.4M
Ausdal Financial Partners, Inc.	1.43%	Reduce -1.2%	295,047	$21.4M
Astor Investment Management LLC	11.53%	Add +12.1%	293,571	$21.3M
Arrien Investments, Inc.	13.35%	Add +6.4%	290,740	$21.1M
Lanark Financial, Inc.	1.73%	Add +1225.5%	289,537	$21.0M
Bricktown Capital, LLC	3.76%	No change	285,750	$20.8M
Rehmann Capital Advisory Group	1.25%	Add +5.2%	285,043	$20.7M
Clarus Group, Inc.	7.54%	Reduce -1.3%	282,585	$20.5M
Hills Bank & Trust Co	1.28%	Add +78.8%	280,211	$20.4M
B.O.S.S. Retirement Advisors, LLC	5.10%	Add +0.8%	279,164	$20.3M
Core Wealth Advisors, Inc.	5.71%	Reduce -0.3%	273,260	$19.9M
Kagan Cocozza Asset Management	15.19%	Add +4.6%	272,474	$19.8M
Welch Capital Partners LLC	4.34%	Reduce -20.7%	268,485	$19.5M
Fortis Group Advisors, LLC	3.51%	Add +156.8%	259,846	$19.3M
American Century Companies Inc.	0.01%	Reduce -21.3%	263,600	$19.2M
Bank of Nova Scotia	0.04%	Add +20.9%	262,740	$19.1M
Strategic Blueprint, LLC	0.94%	Reduce -11.0%	262,485	$19.1M
Debussy Capital Management LP	2.86%	Reduce -0.7%	261,762	$19.0M
NorthCoast Asset Management LLC	0.08%	Reduce -11.3%	261,000	$19.0M
Accelerate Investment Advisors LLC	14.02%	Add +5.1%	259,255	$18.8M
Windsor Capital Management, LLC	5.41%	Reduce -1.7%	255,163	$18.5M
Tectonic Advisors LLC	1.07%	Add +3.3%	253,015	$18.4M
Corient Private Wealth LP	0.02%	Add +42.3%	250,810	$18.2M
POM Investment Strategies, LLC	12.90%	Add +10.6%	248,298	$18.0M
Legacy Advisory Services, LLC	14.30%	Reduce -1.9%	248,124	$18.0M
National Bank of Canada	0.02%	Add +304.8%	241,694	$17.6M
Keeler & Nadler Financial Planning & Wealth Management	6.97%	Add +1.9%	239,783	$17.4M
Advisory Alpha, LLC	0.54%	Add +5.3%	237,591	$17.3M
Kohmann Bosshard Financial Services, LLC	1.92%	Add +3.7%	236,761	$17.2M
Focus Partners Wealth	0.04%	Add +537.2%	232,647	$16.9M
Focus Financial Network, Inc.	0.67%	Reduce -31.1%	231,974	$16.9M
Rational Advisors, Inc.	1.75%	Reduce -4.5%	231,686	$16.8M
Investors Research Corp	3.30%	Add +7.7%	231,439	$16.8M
S. R. Schill & Associates	12.30%	Add +2.6%	229,784	$16.7M
Atria Investments, Inc	0.20%	Add +4.1%	229,651	$16.7M
Legacy Solutions, LLC	15.79%	Add +5.0%	226,767	$16.5M
Mutual Advisors, LLC	0.41%	Reduce -8.0%	219,566	$16.5M
Evermay Wealth Management LLC	2.02%	Add +67.1%	225,968	$16.4M
Mercer Global Advisors Inc.	0.04%	Add +87.1%	224,363	$16.3M
Calton & Associates, Inc.	2.82%	Add +46.3%	224,128	$16.3M
Twin Tree Management, LP	0.41%	New	223,647	$16.3M
CoreCap Advisors, LLC	0.65%	Reduce -1.6%	222,835	$16.2M
Wise Wealth Partners	26.71%	Add +214.9%	219,988	$16.0M
Archer Investment Corp	3.74%	Add +6.5%	215,602	$15.7M
RBF Capital, LLC	0.77%	No change	214,574	$15.6M
Archford Capital Strategies, LLC	1.98%	Add +13.1%	213,332	$15.5M
Truist Financial Corp.	0.02%	Reduce -8.3%	213,289	$15.5M
Maripau Wealth Management LLC	7.69%	Reduce -14.5%	208,559	$15.3M
Bay Capital Advisors, LLC	11.45%	Add +3.8%	206,635	$15.0M
Abound Financial, LLC	6.60%	Reduce -0.4%	206,302	$15.0M
Tidemark, LLC	4.81%	Reduce -30.0%	205,151	$14.9M
Ridgeline Wealth, LLC	12.16%	Reduce -6.3%	205,074	$14.9M
Gateway Wealth Partners, LLC	2.82%	Add +11.2%	204,293	$14.9M
Adams Wealth Management	2.81%	Add +24.0%	203,005	$14.8M
CacheTech Inc.	2.72%	Add +24.0%	203,005	$14.8M
Tradewinds, LLC.	11.01%	New	199,609	$14.5M
Merkkuri Wealth Advisors LLC	11.01%	Add +22.5%	199,609	$14.5M
SkyOak Wealth, LLC	2.92%	Add +0.2%	199,519	$14.5M
Brown Financial Advisors	5.66%	Add +1.5%	199,417	$14.5M
Capital Advantage, Inc.	2.28%	Add +10.1%	197,706	$14.4M
NBZ Investment Advisors LLC	8.19%	Add +0.8%	196,716	$14.3M
Valtinson Bruner Financial Planning LLC	4.44%	Add +20.9%	194,522	$14.1M
United Asset Strategies, Inc.	1.21%	Reduce -3.5%	194,457	$14.1M
CSM Advisors, LLC	0.41%	Reduce -62.7%	191,133	$13.9M
Moulton Wealth Management, Inc.	10.35%	New	186,043	$13.7M
Municipal Employees' Retirement System of Michigan	0.16%	No change	188,205	$13.7M
Money Concepts Capital Corp.	0.91%	Add +74.5%	187,501	$13.6M
Benjamin Edwards Inc.	0.17%	Add +13.3%	187,330	$13.6M
AdvisorNet Financial, Inc	0.87%	Add +23.0%	186,322	$13.5M
Independent Advisor Alliance	0.39%	Add +54.6%	184,594	$13.4M
Gen-Wealth Partners Inc	5.16%	Reduce -29.3%	183,870	$13.4M
Sheets Smith Wealth Management	1.56%	Add +40.2%	183,225	$13.3M
NovaPoint Capital, LLC	4.08%	Add +0.5%	182,976	$13.3M
Turning Point Benefit Group, Inc.	10.04%	Add +22.0%	179,949	$13.3M
Prairie Sky Financial Group LLC	7.23%	Add +3.2%	180,872	$13.1M
Hobbs Wealth Management, LLC	12.42%	Reduce -38.6%	178,990	$13.0M
Elevated Capital Advisors, LLC	3.64%	No change	197,581	$13.0M
Towercrest Capital Management	2.31%	Add +3.2%	177,853	$12.9M
Waterloo Capital, L.P.	1.04%	Add +6.8%	177,799	$12.9M
Valmark Advisers, Inc.	0.18%	Add +7.9%	176,445	$12.8M
Advisory Services Network, LLC	0.21%	Reduce -3.2%	172,286	$12.8M
Chicago Partners Investment Group LLC	0.37%	Add +10.4%	171,601	$12.8M
Captrust Financial Advisors	0.03%	Add +23.1%	175,705	$12.8M
AQR Capital Management	0.01%	Add +54.8%	175,699	$12.8M
Arete Wealth Advisors, LLC	0.90%	Add +24.8%	175,104	$12.7M
Keystone Financial Services, LLC	9.67%	Add +3.3%	175,002	$12.7M
Sowell Financial Services LLC	0.52%	Reduce -6.4%	174,714	$12.7M
Financial Advocates Investment Management	1.03%	New	174,230	$12.7M
Nwam LLC	0.73%	Add +378.1%	170,266	$12.6M
Venture Visionary Partners LLC	0.47%	Add +15.8%	171,818	$12.5M
GenWealth Group, Inc.	2.51%	Add +1.7%	171,512	$12.5M
Convergence Financial, LLC	2.14%	Add +5.0%	170,896	$12.4M
Coppell Advisory Solutions LLC	1.47%	Add +20.9%	171,674	$12.4M
OMNI 360 Wealth, Inc.	7.69%	Reduce -3.2%	170,484	$12.4M
Advisor OS, LLC	1.20%	Add +20.9%	167,862	$12.2M
Apeiron RIA LLC	3.14%	Reduce -29.1%	167,634	$12.2M
Total Clarity Wealth Management, Inc.	3.48%	Add +19.4%	167,005	$12.1M
Fragasso Financial Advisors Inc	0.81%	Add +2.5%	166,087	$12.1M
Quadrant Private Wealth Management, LLC	2.48%	Reduce -7.1%	164,666	$12.0M
Cannon Wealth Management Services, LLC	9.69%	Add +1.3%	163,075	$11.9M
WealthTrak Capital Management LLC	9.79%	Reduce -29.4%	161,181	$11.7M
Slagle Financial, LLC	4.69%	Add +274.4%	160,344	$11.7M
FMR LLC	0.00%	Add +10.7%	159,789	$11.6M
Financial Futures Ltd Liability Co.	6.20%	Add +5.3%	159,189	$11.6M
Belpointe Asset Management LLC	0.48%	Add +32.9%	158,994	$11.6M
McNamara Financial Services, Inc.	2.22%	Reduce -0.9%	154,384	$11.2M
Marathon Strategic Advisors, LLC	10.43%	Add +1.7%	154,363	$11.2M
Hollencrest Capital Management	0.48%	Reduce -1.5%	153,563	$11.2M
Rainier Family Wealth Inc.	10.99%	Add +3.2%	151,302	$11.0M
Citizens Financial Group Inc.	0.18%	Add +137.7%	151,024	$11.0M
FFG Retirement Advisors LLC	6.84%	Reduce -10.9%	150,109	$10.9M
Pinnacle Wealth Planning Services, Inc.	1.43%	Add +4.9%	149,342	$10.9M
Janney Montgomery Scott LLC	0.03%	Reduce -3.9%	149,079	$10.8M
PCG Wealth Advisors, LLC	5.54%	Reduce -4.1%	148,916	$10.8M
Alliance Wealth Management Group	2.73%	Add +0.6%	147,215	$10.7M
WealthPlan Investment Management, LLC	0.77%	New	145,934	$10.6M
Oarsman Capital, Inc.	1.66%	Add +4.6%	145,768	$10.6M
Independent Wealth Network Inc.	3.84%	Add +0.7%	144,872	$10.5M
Park Place Capital Corp	2.39%	Reduce -3.1%	144,192	$10.5M
Legacy Wealth Management, LLC / MS	3.18%	Reduce -0.6%	143,893	$10.5M
Wealthcare Capital Partners, LLC	5.25%	Add +5.8%	143,554	$10.4M
Mattson Financial Services, LLC	2.81%	Add +15.4%	143,269	$10.4M
Perennial Investment Advisors, LLC	1.00%	Add +16.1%	141,967	$10.3M
Westwind Capital	2.11%	Add +6.3%	141,826	$10.3M
Pathstone Holdings, LLC	0.04%	Add +3.9%	141,702	$10.3M
Stonehaven Wealth & Tax Solutions, LLC	10.02%	Add +2.0%	141,190	$10.3M
Selective Wealth Management, Inc.	3.74%	Add +21.7%	139,360	$10.2M
Arvest Bank Trust Division	0.59%	Reduce -0.6%	140,248	$10.2M
M1 Capital Management LLC	5.12%	Reduce -45.5%	139,615	$10.1M
Howard Bailey Securities, LLC	3.10%	Add +0.3%	138,482	$10.1M
Stonebrook Private Inc.	2.35%	Add +4.0%	138,191	$10.0M
FSB Premier Wealth Management, Inc.	3.58%	Reduce -0.3%	138,171	$10.0M
Baltimore-Washington Financial Advisors, Inc.	0.46%	Reduce -1.2%	136,906	$10.0M
CreativeOne Wealth, LLC	0.26%	Reduce -58.4%	134,997	$9.8M
Centaurus Financial, Inc.	0.57%	Add +31.4%	134,831	$9.8M
Apollon Financial, LLC	2.05%	Reduce -6.9%	134,471	$9.8M
Susquehanna International Group, LLP	0.01%	Add +628.4%	134,245	$9.8M
Columbia River Financial Group, LLC	6.30%	Reduce -2.0%	131,033	$9.7M
Forefront Wealth Partners, LLC	6.66%	Reduce -14.8%	140,642	$9.7M
Oliver Lagore Vanvalin Investment Group	3.77%	—	146,105	$9.6M
Guardian Asset Advisors, LLC	5.43%	Add +7.0%	130,049	$9.5M
Rockefeller Capital Management L.P.	0.02%	Add +7.3%	129,109	$9.4M
Continuum Advisory, LLC	1.13%	Add +0.8%	128,930	$9.4M
Flynn Zito Capital Management, LLC	3.94%	Add +1.8%	128,780	$9.4M
Avantax Advisory Services, Inc.	0.05%	Reduce -17.2%	127,027	$9.2M
Cornerstone Wealth Group, LLC	0.69%	Add +41.1%	126,303	$9.2M
Arcadia Wealth Management, LLC	4.01%	Add +1.1%	126,092	$9.2M
Steward Partners Investment Advisory, LLC	0.07%	Add +3.4%	124,564	$9.1M
Transamerica Financial Advisors, LLC	0.85%	Add +1.2%	124,144	$9.0M
Mgo One Seven LLC	0.29%	Add +0.3%	123,514	$9.0M
Delta Wealth Advisors LLC	7.51%	Reduce -5.8%	123,301	$9.0M
Tradition Wealth Management, LLC	0.71%	Reduce -40.1%	122,516	$8.9M
Bull Oak Capital, LLC	4.06%	Reduce -4.8%	122,477	$8.9M
Strategic Advisors LLC	1.73%	Add +3.3%	121,076	$8.8M
DAVENPORT & Co LLC	0.05%	Add +99.3%	119,647	$8.7M
One Degree Advisors Inc	3.08%	Add +3.6%	119,095	$8.7M
Atlas Private Wealth Advisors	1.11%	Add +2.4%	119,004	$8.7M
Asset Allocation Strategies LLC	1.91%	Add +185.6%	118,967	$8.6M
Clarus Wealth Advisors	3.99%	Add +1.4%	118,100	$8.6M
Naples Global Advisors, LLC	0.74%	Add +13.6%	118,328	$8.6M
StoneCrest Wealth Management, Inc.	4.08%	Add +3.5%	117,794	$8.6M
Csenge Advisory Group	0.45%	Add +27.0%	122,055	$8.5M
Kingsview Wealth Management, LLC	0.14%	Add +6.2%	116,132	$8.4M
Pine Valley Investments Ltd Liability Co	0.50%	Add +7.6%	116,080	$8.4M
Jane Street Group, LLC	0.01%	Add +30.4%	115,512	$8.4M
Lord & Richards Wealth Management, LLC	8.76%	Add +16.5%	115,334	$8.4M
Golden State Wealth Management, LLC	1.02%	Add +4.5%	115,015	$8.4M
Bank of Montreal	0.00%	Add +58.2%	114,923	$8.4M
Vantage Point Financial LLC	3.65%	Add +47.7%	114,330	$8.3M
Morling Financial Advisors, LLC	2.71%	Reduce -0.5%	113,850	$8.3M
Guardian Wealth Advisors, LLC / NC	0.58%	Add +30.1%	113,557	$8.3M
Lincoln Capital Corp.	3.16%	Add +13.7%	113,123	$8.2M
Moloney Securities Asset Management, LLC	1.01%	Add +10.0%	111,757	$8.1M
JBR Co Financial Management Inc	4.01%	Add +8.2%	111,605	$8.1M
Ashton Thomas Private Wealth, LLC	0.29%	Reduce -10.1%	111,450	$8.1M
Arq Wealth Advisors, LLC	2.74%	No change	121,311	$8.0M
Cutler Investment Counsel LLC	0.89%	Add +11.1%	109,680	$8.0M
Paladin Wealth, LLC	6.15%	Add +5.0%	108,869	$7.9M
Triad Wealth Partners, LLC	1.59%	Add +10.7%	108,578	$7.9M
Old Mission Capital LLC	0.21%	Add +18.1%	107,300	$7.8M
BlackDiamond Wealth Management, LLC	4.50%	Add +9.2%	107,236	$7.8M
Tortoise Investment Management, LLC	0.74%	Add +4.9%	106,969	$7.8M
Patriot Financial Group Insurance Agency, LLC	0.89%	Reduce -21.8%	106,883	$7.8M
Upper Left Wealth Management, LLC	5.18%	Add +13.2%	106,828	$7.8M
MKT Advisors LLC	3.06%	Add +49.2%	106,475	$7.7M
Tower View Wealth Management LLC	4.01%	Add +6.8%	106,348	$7.7M
Blue Bell Private Wealth Management, LLC	1.29%	Add +29.8%	106,217	$7.7M
Mma Asset Management LLC	2.96%	Add +2.0%	106,046	$7.7M
Meridian Wealth Management, LLC	0.33%	Add +5.3%	105,504	$7.7M
Transce3nd, LLC	3.21%	Add +2.7%	104,122	$7.6M
Rwa Wealth Partners, LLC	0.09%	Add +1515.3%	103,866	$7.6M
Blair William & Co.	0.02%	Add +1.1%	103,321	$7.5M
Worth Asset Management, LLC	3.65%	Add +3.2%	101,807	$7.4M
Evergreen Capital Management LLC	0.22%	Reduce -24.4%	101,343	$7.4M
Sutton Place Investors LLC	4.43%	Reduce -21.0%	101,332	$7.4M
Acorn Financial Advisory Services Inc.	1.20%	Reduce -4.8%	100,354	$7.3M
Black Swift Group, LLC	1.47%	Add +96.8%	100,175	$7.3M
Wealthcare Capital Management LLC	0.75%	Reduce -10.6%	97,632	$7.1M
Cooper Capital Advisors LLC	6.82%	Add +2.8%	97,242	$7.1M
Wealth Management Resources, Inc.	2.40%	Add +7.6%	96,497	$7.0M
Firethorn Wealth Partners, LLC	3.04%	Reduce -28.6%	96,443	$7.0M
CW Advisors, LLC	0.07%	Add +0.4%	95,382	$6.9M
Concurrent Investment Advisors, LLC	0.13%	Add +44.8%	95,030	$6.9M
Shepherd Financial Partners LLC	0.73%	Add +4.0%	94,828	$6.9M
Midwest Heritage Bank, FSB	2.59%	Reduce -1.5%	94,704	$6.9M
Empower Advisory Group, LLC	0.02%	Add +902.4%	94,513	$6.9M
Manhattan West Asset Management, LLC	1.59%	Reduce -0.3%	94,338	$6.9M
Range Financial Group LLC	2.66%	Reduce -3.4%	93,105	$6.8M
Richardson Financial Services Inc.	4.54%	Add +15.0%	93,124	$6.8M
Blue Capital, Inc.	4.74%	—	92,007	$6.7M
River Street Advisors LLC	2.85%	Add +2.7%	91,053	$6.6M
Aspire Private Capital, LLC	1.54%	Add +0.5%	90,884	$6.6M
Values Added Financial LLC	3.18%	Reduce -7.2%	90,185	$6.6M
Balefire, LLC	1.42%	Add +1664.5%	90,094	$6.5M
Donald L. Hagan, LLC	3.26%	Add +2.5%	89,716	$6.5M
Silver Oak Securities, Incorporated	0.54%	Reduce -24.6%	89,684	$6.5M
Tandem Investment Partners LLC	5.66%	Add +0.6%	89,297	$6.5M
Astoria Portfolio Advisors LLC.	1.82%	Add +65.6%	86,770	$6.5M
Trinity Wealth Management, LLC	2.57%	Reduce -9.3%	88,983	$6.5M
Alesco Advisors, LLC, An ESL Co	0.18%	Add +28.1%	87,820	$6.4M
Spectrum Strategic Capital Management, LLC	4.04%	Add +241.0%	87,352	$6.3M
Ascension Capital Advisors, Inc.	2.65%	New	87,329	$6.3M
BIP Wealth, LLC	0.38%	Add +45.4%	84,957	$6.2M
E&G Advisors, LLC	1.59%	Reduce -0.4%	84,126	$6.1M
M Holdings Securities, Inc.	1.04%	New	83,811	$6.1M
Copia Wealth Management	5.11%	Add +2.4%	83,385	$6.1M
Bradley Foster & Sargent Inc.	0.09%	New	82,928	$6.0M
Northern Trust Corp.	0.00%	Add +1.5%	82,706	$6.0M
Courier Capital LLC	0.36%	Add +3.8%	82,139	$6.0M
Parcion Private Wealth LLC	0.42%	Add +0.6%	81,521	$5.9M
Clearview Wealth Advisors LLC	4.09%	Reduce -35.4%	80,769	$5.9M
Gerber Kawasaki Wealth & Investment Management	0.23%	Reduce -3.7%	80,391	$5.8M
Ciovacco Capital Management LLC	3.16%	Add +39.1%	79,815	$5.8M
Moisand Fitzgerald Tamayo, LLC	0.72%	Reduce -1.5%	78,602	$5.7M
Hobbs Group Advisors, LLC	1.95%	Add +94.5%	78,417	$5.7M
Spectrum Planning & Advisory Services Inc.	3.68%	Reduce -64.5%	78,370	$5.7M
Meitav Investment House Ltd.	0.08%	New	78,186	$5.7M
Focus Partners Advisor Solutions, LLC	0.08%	Reduce -11.2%	78,122	$5.7M
McKinley Carter Wealth Services, Inc.	0.32%	Reduce -2.1%	77,961	$5.7M
Transcendent Capital Group LLC	2.91%	Add +0.2%	77,936	$5.7M
Horizon Wealth Management, LLC	0.99%	Reduce -89.5%	77,616	$5.6M
Alpha Financial Partners LLC	4.01%	Add +6.5%	76,589	$5.6M
HBK Sorce Advisory LLC	0.15%	Reduce -0.7%	76,130	$5.5M
Legacy Capital Group California, Inc.	1.51%	Add +19.3%	75,142	$5.5M
Jackson, Grant Investment Advisers, Inc.	1.96%	Add +0.8%	73,514	$5.3M
Midwest Trust Co	0.07%	—	72,873	$5.3M
Tilson Financial Group, Inc.	1.96%	Reduce -2.0%	71,643	$5.2M
LifeWealth Investments, LLC	1.89%	Add +16.3%	71,562	$5.2M
Kanawha Capital Management LLC	0.38%	Add +1.3%	71,212	$5.2M
Bush Investment Group, LLC	3.45%	Reduce -39.9%	70,718	$5.1M
ERn Financial, LLC	1.08%	Add +5.1%	70,534	$5.1M
Syntegra Private Wealth Group, LLC	0.52%	Reduce -8.4%	70,515	$5.1M
Brogan Financial, Inc.	2.29%	Add +4.7%	70,441	$5.1M
Modera Wealth Management, LLC	0.06%	Reduce -1.7%	68,925	$5.0M
J.W. Cole Advisors, Inc.	0.11%	Add +258.2%	68,914	$5.0M
Marathon Mission, Inc.	3.14%	Reduce -60.0%	67,930	$4.9M
Truefg, LLC	1.45%	Add +2.4%	67,294	$4.9M
GeoWealth Management, LLC	0.19%	Add +5.1%	65,767	$4.8M
Citigroup Inc.	0.00%	Add +738.1%	65,666	$4.8M
Brookwood Investment Group LLC	0.77%	Add +19.5%	65,611	$4.8M
Elios Financial Group Inc.	2.16%	Reduce -35.9%	65,389	$4.8M
Beaumont Financial Advisors, LLC	0.34%	Reduce -5.2%	65,387	$4.8M
Financial Security Advisor, Inc.	1.08%	Add +0.0%	64,760	$4.7M
Perigon Wealth Management, LLC	0.11%	Add +10.7%	64,687	$4.7M
Lifeworks Advisors, LLC	0.70%	Reduce -0.8%	64,395	$4.7M
Madison Asset Management, LLC	0.05%	Reduce -1.4%	63,900	$4.6M
Vectors Research Management, LLC	1.59%	Reduce -5.8%	63,763	$4.6M
Per Stirling Capital Management, LLC.	0.60%	Add +4.4%	63,578	$4.6M
Emergent Wealth Advisors, LLC	2.95%	Reduce -4.1%	63,525	$4.6M
Robertson Stephens Wealth Management, LLC	0.16%	Reduce -19.7%	63,509	$4.6M
Cushing Capital Partners, LLC	3.85%	Add +15.5%	62,702	$4.6M
Advisors Preferred, LLC	0.75%	No change	62,605	$4.5M
Traynor Capital Management, Inc.	0.32%	Add +8.6%	62,455	$4.5M
&partners	0.03%	Add +115.0%	63,534	$4.5M
Parallel Advisors, LLC	0.09%	Add +149.6%	61,649	$4.5M
Brown Miller Wealth Management, LLC	1.39%	Reduce -2.5%	61,513	$4.5M
Financial Guidance Group, Inc.	2.17%	Add +50.5%	61,360	$4.5M
Compass Wealth Management LLC	1.06%	Reduce -1.3%	61,009	$4.4M
Catalina Capital Group, LLC	2.98%	Add +6.2%	60,828	$4.4M
Fonville Wealth Management LLC	1.11%	Add +14.9%	60,279	$4.4M
Commonwealth Financial Services, LLC	0.84%	Add +6.2%	60,196	$4.4M
Meridian Financial Advisors, LLC	2.81%	Add +4.1%	59,729	$4.3M
Flow Traders U.S. LLC	0.16%	Reduce -75.3%	58,292	$4.2M
Theory Financial LLC	1.59%	Reduce -51.7%	56,404	$4.2M
My Legacy Advisors, LLC	1.47%	Reduce -45.4%	56,158	$4.1M
Lunt Capital Management, Inc.	1.57%	Reduce -28.3%	56,435	$4.1M
Beacon Pointe Advisors, LLC	0.04%	Add +2.4%	56,316	$4.1M
Capital Investment Advisory Services, LLC	0.33%	Add +12.1%	55,181	$4.0M
ACT Advisors, LLC.	1.85%	Add +0.6%	55,102	$4.0M
Prostatis Group LLC	1.14%	Reduce -13.2%	54,954	$4.0M
Creative Financial Designs Inc.	0.29%	Reduce -28.5%	54,652	$4.0M
Abound Wealth Management	1.11%	Reduce -3.4%	54,015	$3.9M
High Probability Advisors, LLC	0.59%	Reduce -1.1%	53,900	$3.9M
Baird Financial Group, Inc.	0.01%	Reduce -7.4%	53,893	$3.9M
Redwood Investment Management, LLC	0.41%	Reduce -49.9%	53,820	$3.9M
Vestment Financial LLC	2.46%	Add +11.7%	53,269	$3.9M
Tempus Wealth Planning, LLC	0.97%	Reduce -22.9%	53,332	$3.9M
Transcend Capital Advisors, LLC	0.30%	Reduce -9.8%	53,252	$3.9M
Synergy Investment Management, LLC	2.26%	Add +12.8%	51,659	$3.8M
Balentine LLC	0.14%	No change	50,817	$3.7M
NorthCrest Asset Manangement, LLC	0.10%	Reduce -0.2%	50,155	$3.7M
Latitude Advisors, LLC	1.85%	Reduce -6.4%	50,682	$3.7M
HF Advisory Group, LLC	1.45%	Add +0.2%	50,649	$3.7M
Bluestem Financial Advisors, LLC	1.57%	Add +0.2%	50,518	$3.7M
Colton Groome Financial Advisors, LLC	1.24%	Reduce -0.4%	50,277	$3.7M
National Wealth Management Group, LLC	2.03%	Add +4.3%	49,833	$3.6M
Catalyst Private Wealth, LLC	1.60%	Add +0.2%	49,489	$3.6M
Compass Financial Group, Inc.	1.80%	Reduce -0.6%	49,271	$3.6M
Schrum Private Wealth Management LLC	2.87%	Add +27.6%	49,191	$3.6M
Napa Wealth Management	1.71%	Reduce -2.4%	49,171	$3.6M
Semitam Bonam LLC	3.36%	—	49,063	$3.6M
Bison Wealth, LLC	0.28%	Reduce -10.8%	48,834	$3.6M
MSH Capital Advisors LLC	1.02%	Reduce -23.5%	48,856	$3.6M
Beacon Financial Advisory LLC	0.91%	Reduce -22.4%	48,517	$3.5M
Old Second National Bank of Aurora	0.77%	Add +17.1%	48,435	$3.5M
Vicus Capital	0.29%	Add +0.7%	48,103	$3.5M
Trademark Financial Management, LLC	2.13%	Add +32.2%	47,993	$3.5M
Ritholtz Wealth Management	0.08%	Reduce -5.7%	47,846	$3.5M
Alaska Wealth Advisors, LLC	0.50%	Add +7.7%	47,809	$3.5M
HWG Holdings LP	1.01%	Add +5.7%	47,620	$3.5M
Wescott Financial Advisory Group, LLC	0.33%	Reduce -9.2%	47,590	$3.5M
Federation des caisses Desjardins du Quebec	0.02%	Reduce -15.3%	47,396	$3.4M
O'shaughnessy Asset Management, LLC	0.02%	Add +172.0%	47,370	$3.4M
Bestgate Wealth Advisors, LLC	7.13%	No change	52,338	$3.4M
JDM Financial Group LLC	1.62%	Reduce -2.0%	47,325	$3.4M
Christopher J. Hasenberg, Inc	1.27%	Add +204726.1%	47,110	$3.4M
Foundations Investment Advisors, LLC	0.05%	Reduce -3.5%	46,808	$3.4M
Goodman Financial Corp	0.68%	Reduce -36.1%	46,796	$3.4M
Hutchinson Financial Advisors, INC	3.79%	—	46,566	$3.4M
Etesian Wealth Advisors, Inc.	1.26%	Add +53.7%	46,341	$3.4M
McHugh Group, LLC	2.26%	Add +7.2%	45,974	$3.3M
Beacon Financial Group	0.35%	Reduce -9.4%	45,933	$3.3M
Strong Tower Advisory Services	0.66%	Add +43.0%	45,902	$3.3M
Clarity Financial LLC	0.36%	Reduce -5.1%	45,860	$3.3M
Avantax Planning Partners, Inc.	0.11%	Reduce 0.0%	45,766	$3.3M
MBM Wealth Consultants, LLC	0.88%	Add +1.2%	45,288	$3.3M
Vickerman Investment Advisors, Inc.	0.70%	Reduce -1.9%	45,088	$3.3M
Aldebaran Financial Inc.	3.62%	Add +2.0%	44,960	$3.3M
Advyzon Investment Management, LLC	0.72%	Add +1131.2%	44,644	$3.2M
Tudor Investment Corporation	0.02%	Add +51.6%	43,788	$3.2M
Dearborn Partners LLC	0.15%	Add +18.1%	43,732	$3.2M
Smartleaf Asset Management LLC	0.28%	Add +71.5%	43,804	$3.2M
Perennial Advisors, LLC	0.59%	Add +129.9%	43,408	$3.2M
Novus Advisors, LLC	4.81%	Add +4.5%	43,329	$3.1M
Prime Capital Investment Advisors, LLC	0.04%	Reduce -34.6%	42,375	$3.1M
Compound Planning, Inc.	0.12%	Add +34.5%	42,158	$3.1M
WealthPLAN Partners, LLC	0.49%	Reduce -50.0%	41,987	$3.1M
First Trust Advisors LP	0.00%	Add +1.3%	41,668	$3.0M
Retirement Planning Group, LLC	0.13%	Reduce -4.8%	41,595	$3.0M
Apella Capital, LLC	0.08%	Add +6.3%	41,367	$3.0M
JSF Financial, LLC	0.72%	Add +3.8%	41,523	$3.0M
Fourth Dimension Wealth, LLC	1.27%	Reduce -7.0%	41,414	$3.0M
Greenleaf Trust	0.03%	No change	41,387	$3.0M
Dakota Wealth Management	0.06%	Add +0.8%	41,278	$3.0M
LexAurum Advisors, LLC	0.47%	Add +20.7%	40,950	$3.0M
USAdvisors Wealth Management, LLC	1.10%	Add +1.2%	40,635	$3.0M
Intrepid Financial Planning Group LLC	1.23%	Reduce -3.1%	40,218	$2.9M
Comerica Bank	0.01%	Add +39.2%	39,980	$2.9M
International Private Wealth Advisors LLC	2.49%	Add +10.3%	39,930	$2.9M
Lebenthal Global Advisors, LLC	0.54%	Reduce -17.5%	39,803	$2.9M
RMR Wealth Builders	0.26%	Add +0.1%	39,667	$2.9M
Renasant Bank	1.91%	Reduce -15.5%	39,459	$2.9M
Fortitude Family Office, LLC	0.95%	Add +170.5%	39,296	$2.9M
GTS Securities LLC	0.12%	Add +77.5%	38,436	$2.8M
Gilbert & Cook, Inc.	0.38%	Add +9.8%	38,383	$2.8M
MN Wealth Advisors, LLC	1.62%	Add +13.4%	38,231	$2.8M
JNBA Financial Advisors	0.26%	Add +13.6%	37,842	$2.8M
Sanchez Wealth Management Group	0.66%	Add +2.8%	37,840	$2.8M
Orange Investment Advisors, Inc.	0.30%	New	37,666	$2.7M
American Investment Services, Inc.	0.69%	Reduce -2.3%	37,438	$2.7M
Mission Wealth Management, LP	0.06%	New	37,141	$2.7M
MFG Wealth Management, Inc.	2.27%	Reduce -1.1%	36,990	$2.7M
Arkadios Wealth Advisors	0.08%	Add +0.5%	36,874	$2.7M
Arista Wealth Management, LLC	0.37%	Add +0.8%	36,815	$2.7M
Q3 Asset Management	0.94%	Reduce -0.9%	36,798	$2.7M
Apollon Wealth Management, LLC	0.05%	Add +175.0%	36,600	$2.7M
Swmg, LLC	0.88%	Add +247.0%	35,023	$2.6M
Westover Capital Advisors, LLC	0.52%	Add +0.4%	35,931	$2.6M
Titleist Asset Management, LLC	0.26%	Add +19.1%	35,858	$2.6M
Stratos Investment Management, LLC	0.12%	Reduce -10.2%	35,844	$2.6M
Worth Financial Advisory Group, LLC	1.60%	Reduce -0.6%	35,758	$2.6M
Private Trust Co. NA	0.24%	Reduce -7.0%	35,355	$2.6M
Schneider Downs Wealth Management Advisors, LP	0.38%	Add +3.3%	35,123	$2.6M
C M Bidwell & Associates Ltd.	1.30%	Add +18.0%	34,520	$2.5M
Trek Financial, LLC	0.17%	Add +7.8%	34,384	$2.5M
EP Wealth Advisors, LLC	0.02%	Add +145.6%	34,181	$2.5M
Armstrong Advisory Group, Inc.	0.19%	Reduce -96.6%	34,010	$2.5M
Annex Advisory Services, LLC	0.06%	Reduce -3.3%	33,895	$2.5M
Elm Partners Management LLC	0.14%	Reduce -73.8%	33,731	$2.5M
Renaissance Technologies	0.00%	New	33,628	$2.4M
Pitti Group Wealth Management, LLC	2.11%	Add +1.7%	33,623	$2.4M
Great Lakes Retirement, Inc.	0.29%	Reduce -29.8%	33,512	$2.4M
Vivid Wealth Management, LLC	1.06%	Add +2.5%	33,151	$2.4M
Freedom Investment Management, Inc.	0.19%	Reduce -3.0%	33,127	$2.4M
Ameritas Advisory Services, LLC	0.12%	Reduce -16.4%	32,467	$2.4M
Axxcess Wealth Management, LLC	0.06%	Add +57.9%	32,426	$2.4M
Integrity Wealth Solutions LLC	1.14%	Add +5.7%	32,164	$2.3M
Butensky & Cohen Financial Security, Inc.	0.68%	Add +3.6%	31,531	$2.3M
Verus Capital Partners, LLC	0.20%	Add +332.4%	31,474	$2.3M
BankPlus Trust Department	0.67%	New	31,350	$2.3M
Pinnacle Family Advisors, LLC	1.11%	Reduce -22.2%	31,346	$2.3M
One Capital Management, LLC	0.08%	Reduce -71.2%	31,109	$2.3M
My Personal CFO, LLC	1.02%	No change	30,999	$2.3M
SK Wealth Management, LLC	0.98%	Add +17.2%	30,688	$2.3M
Condor Capital Management	0.19%	Reduce -2.4%	30,866	$2.2M
YHB Investment Advisors, Inc.	0.17%	Reduce -19.6%	30,681	$2.2M
Beta Wealth Group, Inc.	0.81%	Reduce -77.3%	30,438	$2.2M
CAP Partners, LLC	1.39%	Reduce -46.0%	30,324	$2.2M
Realta Investment Advisors	0.87%	Add +21.7%	30,204	$2.2M
MAI Capital Management	0.02%	Add +1.4%	30,180	$2.2M
Sterling Financial Group, Inc.	0.73%	No change	30,000	$2.2M
Key Client Fiduciary Advisors, LLC	0.89%	Add +12.4%	29,816	$2.2M
Connecticut Wealth Management, LLC	0.10%	Reduce -3.4%	29,554	$2.1M
SBI Securities Co., Ltd.	0.06%	Add +10.1%	29,352	$2.1M
Facet Wealth, Inc.	0.05%	Reduce -12.0%	28,592	$2.1M
Kingswood Wealth Advisors, LLC	0.17%	Add +19.9%	29,206	$2.1M
Nicolet Advisory Services, LLC	0.18%	Add +72.5%	29,017	$2.1M
Kavar Capital Partners Group, LLC	0.30%	No change	29,125	$2.1M
NewEdge Wealth, LLC	0.03%	Add +22.1%	28,387	$2.1M
Semmax Financial Advisors Inc.	0.54%	Reduce -36.3%	28,065	$2.1M
Sovran Advisors, LLC	0.22%	Add +10.6%	28,546	$2.1M
Financial Advisory Partners, LLC	0.65%	Add +6.4%	28,523	$2.1M
Teamwork Financial Advisors, LLC	0.25%	Reduce -3.4%	28,514	$2.1M
WealthShield Partners, LLC	0.25%	Reduce -1.7%	28,455	$2.1M
Aspen Wealth Management LLC	0.51%	Add +0.2%	28,414	$2.1M
Tower Research Capital LLC (TRC)	0.06%	Reduce -38.1%	28,201	$2.0M
Narus Financial Partners, LLC	0.64%	Add +4.2%	28,132	$2.0M
Cape Investment Advisory, Inc.	0.75%	Reduce -15.4%	28,097	$2.0M
October Effect Ltd	2.46%	—	28,016	$2.0M
Medallion Wealth Advisors, LLC	0.79%	Add +0.1%	27,980	$2.0M
Vantage Investment Partners, LLC	0.15%	No change	27,907	$2.0M
Schwallier Wealth Management LLC	1.22%	Add +4.7%	27,390	$2.0M
U.S. Capital Wealth Advisors, LLC	0.06%	Reduce -32.4%	27,147	$2.0M
Frisco Financial Planning LLC	1.79%	Reduce -1.5%	27,078	$2.0M
Fullcircle Wealth LLC	0.73%	Reduce -44.8%	26,500	$2.0M
Momentum Wealth Planning, LLC	1.70%	—	27,043	$2.0M
SMART Wealth LLC	0.61%	Add +2.9%	26,806	$1.9M
Raab & Moskowitz Asset Management LLC	0.46%	Reduce -2.0%	26,705	$1.9M
Stegent Equity Advisors, Inc.	1.72%	No change	26,695	$1.9M
Savvy Advisors, Inc.	0.13%	Add +19.0%	26,685	$1.9M
Prospect Financial Services LLC	1.21%	Add +316.9%	26,659	$1.9M
Metis Global Partners, LLC	0.05%	Add +17.2%	26,647	$1.9M
Dentgroup LLC	1.34%	Reduce -12.8%	26,578	$1.9M
Insigneo Advisory Services, LLC	0.16%	Add +6.6%	26,372	$1.9M
Rooted Wealth Advisors, Inc.	0.66%	Reduce -2.7%	26,102	$1.9M
Quantinno Capital Management LP	0.01%	Add +108.3%	26,275	$1.9M
Redwood Financial Network Corp	1.28%	Reduce -0.6%	26,109	$1.9M
FWG Investments, LLC.	1.44%	Reduce -14.0%	26,084	$1.9M
ETF Store, Inc.	2.18%	Add +2.1%	25,881	$1.9M
TrueWealth Advisors, LLC	0.56%	Add +4.3%	25,866	$1.9M
Barnes Wealth Management Group, Inc	1.11%	Add +13.2%	25,847	$1.9M
Gries Financial LLC	0.34%	Reduce -4.9%	25,822	$1.9M
Vista Investment Management	0.69%	Reduce -0.5%	25,734	$1.9M
Fermata Advisors, LLC	0.50%	Reduce -21.4%	25,655	$1.9M
Pinion Investment Advisors, LLC	0.64%	Reduce -52.1%	25,613	$1.9M
Richard W. Paul & Associates, LLC	0.67%	Add +21.0%	25,534	$1.9M
Voisard Asset Management Group, Inc.	0.48%	Reduce -14.9%	25,480	$1.9M
Treasure Coast Financial Planning	1.08%	Reduce -0.2%	25,428	$1.8M
Crestwood Advisors Group, LLC	0.03%	Add +15.2%	25,425	$1.8M
Fulcrum Capital LLC	0.39%	No change	25,338	$1.8M
Red Crane Wealth Management, LLC	1.67%	Reduce -0.2%	25,225	$1.8M
Cascade Financial Partners, LLC	0.22%	Reduce -0.3%	25,204	$1.8M
Koshinski Asset Management, Inc.	0.14%	Add +2.0%	25,074	$1.8M
Segment Wealth Management, LLC	0.11%	Add +175.5%	24,748	$1.8M
Horan Securities, Inc.	0.63%	New	24,623	$1.8M
Heritage Family Offices, LLP	0.90%	No change	27,366	$1.8M
Harmony Asset Management LLC	0.67%	No change	24,599	$1.8M
Exencial Wealth Advisors, LLC	0.06%	Add +553.5%	24,486	$1.8M
Sentinel Pension Advisors, LLC	0.30%	Reduce -0.0%	24,440	$1.8M
Access Financial Services, Inc.	0.67%	Add +1.7%	24,372	$1.8M
Migdal Insurance & Financial Holdings Ltd.	0.02%	Add +8.5%	24,345	$1.8M
Nations Financial Group Inc, /Ia/	0.12%	Reduce -0.6%	24,119	$1.8M
Secure Asset Management, LLC	0.33%	Reduce -8.9%	24,101	$1.8M
Sig Brokerage, LP	0.48%	No change	24,000	$1.7M
New Insight Wealth Advisors	0.72%	Add +4.1%	23,970	$1.7M
Journey Strategic Wealth LLC	0.06%	Reduce -6.3%	23,908	$1.7M
Insight Advisors, LLC/ PA	0.28%	Reduce -0.1%	23,834	$1.7M
Wealth Group Ltd	0.44%	New	23,821	$1.7M
Neuberger Berman Group LLC	0.00%	Add +143.5%	23,767	$1.7M
Woodmont Investment Counsel LLC	0.11%	No change	23,667	$1.7M
BNP Paribas Financial Markets	0.00%	Reduce -69.0%	23,350	$1.7M
Holistic Financial Partners	0.74%	New	23,328	$1.7M
Stone Summit Wealth LLC	0.52%	Reduce -5.1%	23,255	$1.7M
Evanson Asset Management, LLC	0.10%	Add +21.1%	23,166	$1.7M
Potomac Fund Management Inc.	0.10%	New	22,930	$1.7M
Root Financial Partners, LLC	0.16%	Reduce -7.6%	22,860	$1.7M
Coldstream Capital Management Inc.	0.03%	Reduce -8.8%	22,674	$1.6M
Foronjy Financial LLC	0.77%	—	22,637	$1.6M
Triton Financial Group Inc	1.18%	—	22,444	$1.6M
Regal Investment Advisors LLC	0.12%	New	22,372	$1.6M
Hofer & Associates. Inc	1.01%	Add +58.0%	22,257	$1.6M
Omnitrust Wealth Management, Inc	1.90%	—	18,327	$1.6M
Spirepoint Private Client, LLC	0.18%	Add +1.3%	22,145	$1.6M
Cobblestone Asset Management LLC	0.84%	Reduce -11.5%	22,007	$1.6M
Whittier Trust Co.	0.02%	Reduce -32.6%	21,811	$1.6M
Shaker Investments LLC	0.65%	Add +5.1%	21,794	$1.6M
Sigma Planning Corp	0.05%	Reduce -3.1%	21,763	$1.6M
Twin Peaks Wealth Advisors, LLC	0.51%	Add +4.3%	20,870	$1.6M
Silverlake Wealth Management LLC	0.46%	Add +507.5%	21,468	$1.6M
Envestnet Portfolio Solutions, Inc.	0.01%	Reduce -59.1%	21,447	$1.6M
LBMC Investment Advisors, LLC	0.11%	Reduce -35.8%	21,036	$1.5M
Ranch Capital Advisors Inc.	0.66%	Add +0.7%	21,013	$1.5M
Cooper Financial Group	0.18%	Reduce -65.0%	21,001	$1.5M
Moors & Cabot, Inc.	0.07%	Reduce -4.0%	20,608	$1.5M
Estate Counselors, LLC	0.15%	Add +85.2%	20,505	$1.5M
Cibc World Markets Corp.	0.01%	Add +0.3%	20,493	$1.5M
Brass Tax Wealth Management, Inc.	0.29%	Reduce -4.8%	20,471	$1.5M
Investor's Fiduciary Advisor Network, LLC	0.55%	Reduce -52.3%	20,450	$1.5M
Norden Group LLC	0.16%	Add +6.8%	20,429	$1.5M
Hilltop Holdings Inc.	0.10%	Add +15.6%	20,425	$1.5M
CGN Advisors LLC	0.13%	Reduce -0.3%	20,254	$1.5M
GoalVest Advisory LLC	0.36%	Reduce -1.6%	20,117	$1.5M
Bleakley Financial Group, LLC	0.04%	Add +11.3%	19,997	$1.5M
Concord Asset Management, LLC	0.22%	Add +20.5%	19,957	$1.5M
Concord Wealth Partners	0.21%	Add +13.6%	19,957	$1.5M
Legacy Edge Advisors, LLC	0.19%	Add +34.9%	19,756	$1.4M
Flower City Capital	0.83%	No change	19,444	$1.4M
Smith, Moore & Co.	0.12%	Reduce -0.7%	19,423	$1.4M
Watershed Private Wealth LLC	0.51%	Reduce -5.8%	19,294	$1.4M
Wilkins Miller Wealth Management, LLC	0.95%	Add +17.6%	19,175	$1.4M
Acorn Wealth Advisors, LLC	0.52%	New	19,141	$1.4M
TFG Advisers LLC	0.48%	Add +5.4%	19,103	$1.4M
Orin Green Financial, LLC	0.58%	No change	18,963	$1.4M
Arvest Investments, Inc.	0.21%	Reduce -0.8%	18,854	$1.4M
RDA Financial Network	0.37%	Reduce -55.0%	18,815	$1.4M
Kathmere Capital Management, LLC	0.10%	New	18,637	$1.4M
Legacy Capital Wealth Partners, LLC	0.30%	Reduce -15.5%	18,425	$1.3M
Threadgill Financial, LLC	0.71%	Reduce -2.9%	18,210	$1.3M
Laurel Wealth Planning LLC	0.75%	Reduce -33.1%	18,169	$1.3M
Quest 10 Wealth Builders, Inc.	1.28%	Reduce -0.4%	18,137	$1.3M
Pallas Capital Advisors LLC	0.05%	Reduce -6.8%	17,876	$1.3M
Prosperity Financial Group, Inc.	0.55%	Add +8.8%	17,851	$1.3M
Bensler, LLC	0.14%	Add +1.8%	17,775	$1.3M
CIBC Private Wealth Group LLC	0.00%	Add +28.0%	17,713	$1.3M
Plan A Wealth LLC	0.72%	Reduce -46.3%	17,576	$1.3M
Resonant Capital Advisors, LLC	0.08%	Reduce -10.7%	17,515	$1.3M
Bluesphere Advisors LLC	0.63%	Reduce -4.2%	17,336	$1.3M
Landmark Wealth Management, LLC	0.54%	Reduce -1.1%	17,330	$1.3M
Ascentis Independent Advisors	0.23%	Reduce -86.6%	17,143	$1.2M
Anchor Investment Management, LLC	0.11%	Add +31.1%	17,034	$1.2M
Hutchens & Kramer Investment Management Group, LLC	0.56%	Reduce -21.5%	16,931	$1.2M
Clear Point Advisors Inc.	1.03%	Add +0.1%	16,877	$1.2M
United Advisor Group, LLC	0.21%	Add +3.2%	16,845	$1.2M
Sax Wealth Advisors, LLC	0.07%	Reduce -7.8%	16,677	$1.2M
Davies Financial Advisors, Inc.	0.94%	New	16,666	$1.2M
Jaffetilchin Investment Partners, LLC	0.08%	Reduce -1.1%	16,605	$1.2M
W.H. Cornerstone Investments Inc.	0.76%	Reduce -37.6%	16,603	$1.2M
360 Financial, Inc.	0.38%	Add +3.9%	16,556	$1.2M
EverSource Wealth Advisors, LLC	0.05%	Add +1.9%	16,473	$1.2M
Vise Technologies, Inc.	0.05%	—	16,338	$1.2M
Professional Financial Advisors, LLC	0.27%	Reduce -15.5%	16,286	$1.2M
Quadcap Wealth Management, LLC	0.15%	Reduce -0.3%	16,242	$1.2M
Redhawk Wealth Advisors, Inc.	0.15%	Reduce -97.2%	16,035	$1.2M
Fingerlakes Wealth Management, Inc.	0.86%	Reduce -5.3%	15,868	$1.2M
Leigh Baldwin & Co., LLC	0.76%	Reduce -4.1%	15,797	$1.1M
Cherry Tree Wealth Management, LLC	0.26%	Reduce -5.8%	15,668	$1.1M
Financial Management Network Inc.	0.20%	Add +1.1%	15,282	$1.1M
FSA Advisors, Inc.	0.89%	Reduce -9.0%	15,087	$1.1M
Keystone Wealth Services, LLC	0.26%	New	15,000	$1.1M
WealthCare Investment Partners, LLC	0.39%	Add +0.8%	14,765	$1.1M
Serenus Wealth Advisors, LLC	0.18%	No change	14,881	$1.1M
MJT & Associates Financial Advisory Group, Inc.	1.34%	Reduce -1.6%	14,861	$1.1M
Signet Financial Management, LLC	0.14%	Reduce -0.5%	14,788	$1.1M
Summit Investment Advisory Services, LLC	0.47%	Add +16.3%	14,741	$1.1M
ZEGA Investments, LLC	0.27%	Add +50.0%	14,680	$1.1M
Retirement Planning Co of New England, Inc.	0.47%	Add +12.8%	14,501	$1.1M
Caitlin John, LLC	0.96%	Add +243.0%	14,473	$1.1M
Wells Financial Advisors INC	1.44%	Reduce -3.9%	14,425	$1.0M
Evolution Wealth Management Inc.	1.28%	—	14,257	$1.0M
Nikulski Financial, Inc.	0.28%	Reduce -1.5%	14,197	$1.0M
TLWM	0.20%	Reduce -0.6%	14,183	$1.0M
Diversify Advisory Services, LLC	0.04%	Add +222.1%	13,547	$1.0M
Nemes Rush Group LLC	0.11%	Add +127.2%	13,954	$1.0M
Avior Wealth Management, LLC	0.04%	Reduce -3.3%	13,918	$1.0M
Embree Financial Group	0.15%	Add +0.4%	13,835	$1.0M
Community Bank, N.A.	0.13%	Add +0.5%	13,694	$995K
Sebold Capital Management, Inc.	0.61%	Reduce -16.8%	13,683	$995K
Tounjian Advisory Partners, LLC	0.19%	Reduce -4.4%	15,076	$991K
MBE Wealth Management, LLC	0.43%	Reduce -7.1%	13,633	$991K
Brio Consultants, LLC	0.14%	Add +35.1%	13,574	$987K
Verdence Capital Advisors LLC	0.07%	Reduce -10.3%	13,549	$985K
Millennium Capital Advisors, LLC	0.66%	Add +0.3%	13,531	$984K
Cardiff Park Advisors, LLC	0.08%	Add +0.3%	13,502	$981K
Vanguard Group Inc.	0.00%	Add +3.5%	13,383	$973K
Stonebridge Financial Group, LLC	0.09%	Add +4.0%	13,228	$962K
Ethos Financial Group, LLC	0.08%	New	13,194	$959K
Trivant Custom Portfolio Group, LLC	0.53%	Add +22.2%	13,141	$955K
Fulcrum Equity Management	0.98%	Reduce -39.8%	13,111	$953K
Confluence Wealth Services, Inc.	0.05%	Add +0.1%	13,106	$953K
Baker Tilly Wealth Management, LLC	0.34%	Reduce -0.8%	13,105	$953K
Mason Investment Advisory Services, Inc.	0.05%	No change	13,056	$949K
True Vision MN LLC	0.52%	Reduce -15.2%	13,017	$946K
Deutsche Bank AG	0.00%	Add +3.7%	12,936	$940K
AssuredPartners Investment Advisors, LLC	0.23%	Reduce -12.6%	12,792	$930K
AMJ Financial Wealth Management	0.23%	New	12,767	$928K
Caliber Wealth Management, LLC / KS	0.10%	Reduce -38.3%	12,753	$927K
Sfm, LLC	0.59%	No change	12,699	$923K
FreeGulliver LLC	0.42%	Reduce -7.3%	12,686	$922K
Roman Butler Fullerton & Co.	0.27%	Add +4.5%	12,267	$919K
Jacobson & Schmitt Advisors, LLC	0.16%	New	12,591	$915K
tru Independence LLC	0.26%	Add +27.1%	12,502	$909K
Schorn Wealth LLC	0.30%	Reduce -1.0%	12,442	$904K
Platform Technology Partners	0.24%	Add +2.6%	12,437	$904K
Clearstead Advisors, LLC	0.01%	Add +3.8%	12,425	$903K
Copley Financial Group, Inc.	0.67%	Reduce -5.6%	12,394	$901K
Rockwood Wealth Management, LLC	0.08%	Add +22.7%	12,386	$900K
Blueprint Financial Advisors LLC	0.29%	Add +0.5%	12,374	$899K
Resurgent Financial Advisors LLC	0.50%	Reduce -46.6%	12,364	$899K
Investments & Financial Planning, LLC	0.51%	Reduce -0.4%	12,295	$894K
Wellment Financial	1.15%	Reduce -8.0%	12,290	$893K
Kestra Private Wealth Services, LLC	0.01%	Add +20.1%	12,287	$893K
Capital Advisors, Ltd. LLC	0.11%	Add +0.9%	12,263	$891K
Stewardship Advisors, LLC	0.22%	Reduce -13.0%	12,222	$888K
Stratos Wealth Advisors, LLC	0.05%	Reduce -5.5%	12,139	$882K
L.M. Kohn & Company	0.24%	Add +5.8%	12,037	$875K
Destiny Capital Corp	0.53%	Add +2.6%	12,025	$874K
Five Oceans Advisors	0.37%	Add +12.4%	11,920	$866K
Summit Financial Consulting LLC	0.78%	Reduce -26.5%	11,917	$866K
AlTi Global, Inc.	0.02%	Add +0.1%	11,914	$866K
Invst, LLC	0.11%	Reduce -2.6%	11,904	$865K
PCA Investment Advisory Services Inc.	0.36%	Add +7.3%	11,883	$864K
Fisher Asset Management	0.00%	Reduce -31.9%	11,875	$863K
Consolidated Portfolio Review Corp	0.12%	Add +14.6%	11,846	$861K
Squarepoint Ops LLC	0.00%	New	11,794	$857K
Next Level Wealth Planning, LLC	0.55%	No change	11,758	$855K
Beckerman Institutional, LLC	0.57%	No change	11,751	$854K
Advisor Resource Council	0.42%	Reduce -93.8%	11,712	$851K
Empirical Asset Management, LLC	0.26%	Reduce -36.1%	12,042	$850K
Wealthgarden F.S. LLC	0.70%	Reduce -33.4%	11,408	$848K
Synergy Asset Management, LLC	0.10%	New	11,637	$846K
D.A. Davidson & Co.	0.01%	Add +113.1%	11,633	$846K
Deane Retirement Strategies, Inc.	0.38%	Reduce -0.6%	11,629	$845K
Liberty Wealth Management LLC	0.13%	Add +9.2%	11,591	$843K
Crew Capital Management, Ltd	0.60%	Reduce -6.3%	11,499	$836K
Thompson Davis & Co., Inc.	0.57%	Add +21.2%	11,450	$832K
Vermillion & White Wealth Management Group, LLC	0.54%	Add +84.5%	11,420	$830K
Emerald Advisors, LLC	0.11%	Reduce -5.6%	11,346	$825K
William Mack & Associates, Inc.	0.52%	Add +37.6%	11,280	$820K
Accurate Wealth Management, LLC	0.13%	Add +5.0%	11,156	$819K
Wolverine Trading, LLC	0.02%	Add +15.2%	11,231	$812K
GK Wealth Management LLC	0.80%	Add +14.8%	11,039	$802K
Qube Research & Technologies Ltd	0.00%	Reduce -67.4%	11,038	$802K
LongView Wealth Management	0.24%	Add +15.2%	10,988	$799K
Leverty Financial Group, LLC	0.24%	Reduce -84.5%	10,986	$799K
Lockerman Financial Group, Inc.	1.07%	Add +0.2%	10,980	$798K
Summit Global Investments	0.05%	Add +11.0%	10,954	$796K
Berger Financial Group, Inc	0.05%	Add +4.0%	10,846	$788K
KPP Advisory Services LLC	0.13%	Add +0.1%	10,794	$785K
Hemenway Trust Co LLC	0.06%	Reduce -0.4%	10,787	$784K
United Capital Financial Advisors, LLC	0.01%	Reduce -0.9%	10,781	$784K
Brighton Jones LLC	0.02%	Reduce -2.9%	10,723	$779K
Signal Tree Financial Partners LLC	0.67%	Add +3.7%	10,654	$774K
Flagship Private Wealth, LLC	0.33%	Add +0.2%	10,605	$771K
HBW Advisory Services LLC	0.10%	Reduce -10.4%	10,596	$770K
Onyx Bridge Wealth Group LLC	0.10%	Add +31.1%	10,589	$770K
American Financial Advisors, LLC	0.11%	Add +0.2%	10,545	$767K
Gotham Asset Management	0.00%	No change	10,542	$766K
Reliant Investment Partners, LLC	0.67%	No change	10,494	$763K
American Money Management, LLC	0.13%	Reduce -2.1%	10,480	$762K
Stevens Capital Partners	0.27%	Reduce -19.0%	10,201	$759K
Altrius Capital Management Inc	0.18%	Add +0.8%	10,411	$757K
Chemistry Wealth Management LLC	0.16%	Add +15.2%	10,370	$754K
Atlantic Union Bankshares Corp	0.02%	Add +14.5%	10,257	$746K
Corrado Advisors, LLC	0.46%	Reduce -1.9%	10,251	$745K
Arlington Trust Co LLC	0.14%	No change	10,195	$741K
Cutler Capital Management, LLC	0.32%	New	10,150	$738K
World Equity Group, Inc.	0.20%	Add +48.7%	9,972	$725K
PKS Advisory Services, LLC	0.18%	Reduce -5.7%	9,938	$722K
Coordinated Financial Services, Inc.	0.51%	—	9,937	$722K
Peak Financial Advisors LLC	0.37%	Reduce -14.9%	9,911	$720K
Magnus Financial Group LLC	0.06%	Reduce -38.1%	9,769	$710K
Regimen Wealth, LLC	0.22%	Add +5.4%	9,710	$706K
QRG Capital Management, Inc.	0.01%	Reduce -1.2%	9,710	$706K
Trilogy Capital Inc.	0.03%	Reduce -5.6%	9,673	$703K
Key Financial Inc	0.14%	Add +7.5%	9,614	$699K
Johnson Investment Counsel Inc.	0.01%	Add +11.3%	9,598	$698K
Optimist Retirement Group LLC	0.33%	Add +0.3%	9,538	$693K
Hughes Financial Services, LLC	0.12%	Reduce -62.2%	9,270	$690K
Spire Wealth Management	0.02%	Reduce -80.8%	9,478	$689K
Laurel Wealth Advisors LLC	0.10%	No change	9,462	$688K
Precision Wealth Strategies, LLC	0.22%	Reduce -1.1%	9,387	$682K
Global X Japan Co., Ltd.	0.07%	New	9,265	$673K
Inspire Advisors, LLC	0.07%	Reduce -2.1%	9,261	$673K
Capital Planning Advisors, LLC	0.10%	Reduce -3.8%	9,247	$672K
Defender Capital, LLC.	0.23%	Reduce -25.8%	9,200	$669K
Meeder Advisory Services, Inc.	0.03%	Add +57.7%	9,177	$667K
Outlook Wealth Advisors, LLC	0.17%	Add +21.1%	9,144	$665K
Kingdom Financial Group LLC.	0.58%	Reduce -32.9%	9,101	$662K
Fiduciary Alliance LLC	0.05%	New	9,079	$660K
Synovus Financial Corp.	0.01%	Add +10.1%	9,046	$658K
Ieq Capital, LLC	0.00%	Add +112.6%	9,014	$655K
Mission Creek Capital Partners, Inc.	0.15%	No change	9,009	$655K
Hartford Financial Management Inc.	0.18%	No change	8,911	$648K
Optima Capital LLC	0.34%	Reduce -29.2%	8,788	$639K
4WEALTH Advisors, Inc.	0.66%	Add +19.1%	8,754	$636K
Oregon Pacific Wealth Management, LLC	0.60%	Reduce -12.4%	8,733	$635K
BlackRock, Inc.	0.00%	Add +33.0%	8,708	$633K
Cranbrook Wealth Management, LLC	0.13%	No change	8,696	$632K
Capital Investment Advisors, LLC	0.01%	Reduce -26.9%	8,683	$631K
Abundance Wealth Counselors	0.12%	No change	8,550	$621K
Boothbay Fund Management, LLC	0.02%	New	8,500	$618K
Townsquare Capital LLC	0.06%	Reduce -94.4%	8,449	$614K
Commerce Bank	0.00%	Reduce -22.1%	8,434	$613K
Allworth Financial LP	0.00%	Add +24.1%	8,430	$613K
B. Riley Wealth Advisors, Inc.	0.03%	Reduce -85.2%	8,406	$611K
Sovereign Financial Group, Inc.	0.12%	Reduce -1.9%	8,279	$602K
Stokes Family Office, LLC	0.06%	New	8,245	$599K
City National Bank of Florida	0.44%	No change	8,226	$598K
Chris Bulman Inc	0.34%	Reduce -25.1%	8,185	$595K
High Note Wealth, LLC	0.14%	Add +2.0%	8,181	$595K
MGB Wealth Management, LLC	0.19%	Add +2.3%	8,065	$586K
Keybank National Association	0.00%	Reduce -3.8%	8,059	$586K
Evernest Financial Advisors, LLC	0.19%	Add +2.7%	8,044	$585K
LOM Asset Management Ltd	0.20%	—	8,000	$582K
Global Strategic Investment Solutions, LLC	0.06%	No change	8,000	$582K
Mach-1 Financial Group, LLC	0.17%	Add +12.0%	7,994	$581K
Acropolis Investment Management, LLC	0.03%	Add +0.0%	7,979	$580K
Northwest Capital Management Inc	0.31%	Reduce -9.3%	7,849	$571K
Raleigh Capital Management Inc.	0.24%	Add +2.7%	7,822	$569K
Jacobi Capital Management LLC	0.04%	Reduce -94.8%	7,761	$564K
Asset Dedication, LLC	0.04%	Reduce -0.8%	7,734	$562K
Vigilare Wealth Management	0.21%	Reduce -97.7%	7,719	$561K
Presper Financial Architects, LLC	0.42%	—	7,707	$560K
Plante Moran Financial Advisors, LLC	0.04%	Reduce -9.0%	7,662	$557K
Defined Wealth Management, LLC	0.34%	Add +18.3%	7,570	$550K
Bailard, Inc.	0.01%	Add +25.7%	7,569	$550K
MJP Associates Inc.	0.08%	Reduce -1.6%	7,563	$550K
Talisman Wealth Advisors LLC	0.50%	Add +0.1%	7,545	$548K
Thrivent Financial for Lutherans	0.00%	Reduce -98.8%	7,492	$545K
Opulen Financial Group LLC	0.45%	Add +0.3%	7,477	$543K
Colonial River Investments, LLC	0.23%	Add +21.5%	7,290	$537K
Tiaa Trust, National Association	0.00%	Reduce -6.9%	7,282	$529K
Prospera Financial Services Inc	0.01%	Add +11.9%	7,265	$528K
Fiduciary Financial Group, LLC	0.10%	Add +3.1%	7,253	$527K
Pure Financial Advisors, LLC	0.01%	Add +0.3%	7,207	$524K
Portland Financial Advisors Inc	1.26%	Add +7.6%	7,201	$523K
Trivium Point Advisory, LLC	0.06%	Reduce -16.9%	7,193	$523K
Jefferies Financial Group Inc.	0.01%	Add +4.7%	7,187	$522K
Forvis Mazars Wealth Advisors, LLC	0.01%	No change	7,143	$519K
PFG Private Wealth Management, LLC	0.26%	Add +1.4%	7,042	$512K
Impact Partnership Wealth, LLC	0.09%	Add +111.4%	7,039	$512K
SageView Advisory Group, LLC	0.02%	Reduce -2.8%	6,801	$510K
Curbstone Financial Management Corp	0.10%	No change	7,000	$509K
Magnolia Private Wealth, LLC	0.39%	Reduce -9.1%	6,984	$508K
NCM Capital Management, LLC	0.21%	New	6,651	$503K
Riversedge Advisors, LLC	0.10%	No change	6,915	$503K
Lion Street Advisors, LLC	0.15%	Reduce -6.4%	6,871	$499K
Drucker Wealth 3.0, LLC	0.10%	Add +16.5%	6,774	$497K
Accredited Investors Inc.	0.03%	Reduce -1.3%	6,830	$496K
Wayfinding Financial, LLC	0.22%	New	6,645	$493K
Advisors Capital Management, LLC	0.01%	Reduce -1.0%	6,781	$493K
PAX Financial Group, LLC	0.09%	Add +2.3%	6,725	$489K
Tru Independence Asset Management 2, LLC	0.33%	Add +100.0%	6,572	$478K
Blue Oak Capital, LLC	0.25%	Reduce -11.7%	6,537	$475K
Cypress Financial Planning LLC	0.16%	Reduce -4.2%	6,529	$475K
Smith Asset Management Co., LLC	0.41%	Add +24.3%	6,480	$471K
Relyea Zuckerberg Hanson LLC	0.06%	Add +0.3%	6,479	$471K
Summit Financial Strategies, Inc.	0.04%	Add +0.4%	6,470	$470K
Provident Wealth Management, LLC	0.15%	Add +29.3%	6,465	$470K
Kestra Investment Management, LLC	0.01%	Add +41.0%	6,439	$468K
Cibc World Market Inc.	0.00%	Reduce -13.4%	6,408	$466K
Wedbush Securities Inc.	0.02%	Add +14.4%	6,401	$465K
Country Club Bank	0.03%	New	6,412	$464K
MY Wealth Management Inc.	0.44%	Reduce -5.2%	6,301	$458K
FLC Capital Advisors	0.09%	No change	6,266	$455K
Puff Wealth Management, LLC	0.74%	New	6,242	$454K
Northstar Group, Inc.	0.07%	No change	6,175	$449K
Integrated Advisors Network LLC	0.02%	Reduce -2.5%	6,152	$447K
Destiny Wealth Partners, LLC	0.06%	No change	6,134	$446K
StoneX Group Inc.	0.02%	New	6,122	$445K
Northstar Advisory Group, LLC	0.22%	New	6,087	$442K
Trust Co of the South	0.08%	No change	6,079	$442K
CPC Advisors, LLC	0.06%	Add +2.3%	6,079	$442K
Uptick Partners, LLC	0.13%	New	6,046	$439K
Composition Wealth, LLC	0.01%	Add +16.6%	6,018	$437K
Headlands Technologies LLC	0.05%	Reduce -77.1%	6,010	$437K
Strategic Wealth Partners, Ltd.	0.03%	—	6,006	$437K
Cerro Pacific Wealth Advisors LLC	0.12%	Add +47.4%	5,968	$434K
Liberty Capital Management, Inc.	0.09%	No change	5,954	$433K
Diversify Wealth Management, LLC	0.03%	Add +2.1%	5,694	$431K
Legacy Financial Group LLC	0.06%	Add +82.1%	5,906	$429K
Buck Wealth Strategies, LLC	0.07%	New	5,902	$429K
Wilson & Boucher Capital Management, LLC	0.30%	No change	5,900	$429K
Capital Asset Advisory Services LLC	0.02%	Reduce -1.8%	5,860	$426K
M&T Bank Corp	0.00%	No change	5,839	$424K
Ameriflex Group, Inc.	0.22%	Reduce -2.1%	5,878	$424K
Financial Life Planners	0.34%	Reduce -2.5%	5,830	$424K
Visionary Horizons, LLC	0.27%	Reduce -1.7%	5,811	$422K
Patten Group, Inc.	0.09%	Add +17.9%	5,750	$418K
Joel Adams & Associates, Inc.	0.37%	Add +13.2%	5,735	$417K
Fourpath Capital Management, LLC	0.07%	Reduce -30.4%	5,697	$414K
Safeguard Investment Advisory Group, LLC	0.10%	Add +8.5%	5,643	$410K
Moody National Bank Trust Division	0.04%	No change	5,627	$409K
Carmel Capital Partners, LLC	0.14%	Reduce -1.3%	5,610	$408K
Fortis Advisors, LLC	0.26%	Reduce -34.8%	5,603	$407K
AJ Advisors, LLC	0.18%	Reduce -27.8%	5,592	$406K
Shira Ridge Wealth Management	0.19%	Reduce -19.4%	5,591	$406K
TPG Financial Advisors, LLC	0.16%	No change	5,575	$405K
Orgel Wealth Management, LLC	0.01%	Add +54.6%	5,530	$402K
Clarity Asset Management, Inc.	0.24%	Add +2.4%	5,502	$400K
Westside Investment Management, Inc.	0.07%	Reduce -2.5%	5,489	$399K
Vestia Personal Wealth Advisors	0.27%	Add +1.4%	5,487	$398K
Strategic Investment Advisors / MI	0.04%	Add +18.9%	5,467	$397K
Thoroughbred Financial Services, LLC	0.03%	Add +2.2%	5,472	$397K
Centric Wealth Management	0.09%	Reduce -93.3%	5,272	$395K
Arrowroot Family Office, LLC	0.18%	—	5,413	$393K
Macroview Investment Management LLC	0.32%	Add +1.0%	5,412	$393K
Ironwood Financial, llc	0.08%	No change	5,975	$393K
Diligent Investors, LLC	0.09%	No change	5,370	$390K
Howard Capital Management Group, LLC	0.03%	New	5,357	$389K
Private Advisory Group LLC	0.04%	New	5,354	$389K
Lavaca Capital LLC	0.16%	Reduce -26.8%	5,345	$389K
Guyasuta Investment Advisors Inc.	0.02%	Add +6.7%	5,308	$386K
Absolute Capital Management, LLC	0.19%	Add +1.8%	5,288	$384K
Rothschild Wealth LLC	0.09%	Add +28.8%	5,256	$382K
RB Capital Management, LLC	0.09%	Add +9.6%	5,250	$382K
FSC Wealth Advisors, LLC	0.24%	Add +2008.0%	5,249	$382K
Claris Financial LLC	0.29%	No change	5,234	$380K
Hardy Reed LLC	0.03%	No change	5,177	$376K
Strategic Financial Concepts, LLC	0.05%	Reduce -93.8%	5,161	$375K
SMI Advisory Services, LLC	0.07%	Reduce -8.6%	5,089	$374K
Edgemoor Investment Advisors, Inc.	0.03%	No change	5,129	$373K
Laraway Financial Advisors Inc	0.28%	Add +2.1%	5,108	$371K
Midwest Financial Network, LLC	0.37%	Add +9.2%	5,098	$371K
CWA Asset Management Group, LLC	0.02%	No change	5,073	$369K
TFB Advisors LLC	0.10%	Reduce -0.8%	5,068	$368K
High Falls Advisors, Inc	0.08%	Add +18.1%	5,063	$368K
New Harbor Financial Group, LLC	0.08%	New	5,057	$368K
Euro Pacific Asset Management, LLC	0.06%	New	5,051	$367K
Romano Brothers and Company	0.05%	Add +0.1%	5,042	$367K
TCP Asset Management, LLC	0.07%	Reduce -1.9%	5,040	$366K
Sei Investments Co.	0.00%	Add +19.8%	5,030	$366K
3EDGE Asset Management, LP	0.02%	Reduce -28.9%	5,025	$365K
Foster Group, Inc.	0.01%	No change	5,008	$364K
Santori & Peters, Inc.	0.13%	No change	4,984	$362K
Bernardo Wealth Planning LLC	0.08%	Add +0.2%	4,958	$360K
Inspirion Wealth Advisors, LLC	0.05%	Add +0.0%	4,942	$359K
Western Financial Corp	0.19%	Reduce -53.2%	4,881	$355K
HB Wealth Management, LLC	0.00%	Add +16.4%	4,880	$355K
Heartwood Wealth Advisors LLC	0.04%	No change	4,876	$354K
Higgins & Schmidt Wealth Strategies LLC	0.20%	Reduce -96.3%	4,853	$353K
Lido Advisors, LLC	0.00%	Add +1.0%	4,825	$351K
Lodestar Private Asset Management LLC	0.04%	New	4,822	$351K
Mather Group, Llc.	0.00%	Reduce -4.2%	4,819	$350K
Essex Bank	0.08%	No change	4,817	$350K
Milestone Asset Management, LLC	0.07%	Add +0.5%	4,807	$349K
Steigerwald, Gordon & Koch Inc.	0.04%	No change	4,804	$349K
Intelligence Driven Advisers, LLC	0.05%	New	4,800	$349K
Arax Advisory Partners	0.02%	Add +180.5%	4,799	$349K
Gallagher Fiduciary Advisors, LLC	0.01%	New	4,742	$345K
Private Client Services, LLC	0.13%	Add +21.8%	4,733	$344K
Park Square Financial Group, LLC	0.25%	Add +1.8%	4,701	$342K
Woodside Wealth Management LLC	0.29%	Add +9.1%	4,675	$340K
International Assets Investment Management, LLC	0.03%	Add +3.3%	4,666	$339K
Pennington Partners & Co., LLC	0.18%	Reduce -13.6%	4,662	$339K
Apriem Advisors	0.04%	Reduce -3.4%	4,650	$338K
Frisch Financial Group, Inc.	0.08%	Reduce -11.3%	4,650	$338K
Claro Advisors Inc.	0.06%	Add +38.0%	4,615	$335K
Catalyst Financial Partners LLC	0.04%	Reduce -39.0%	4,554	$331K
Rossby Financial, LCC	0.12%	Add +121.8%	4,409	$320K
NWF Advisory Services Inc.	0.04%	Add +8.3%	4,404	$320K
DGS Capital Management, LLC	0.07%	New	4,394	$319K
Welch & Forbes LLC	0.00%	No change	4,275	$311K
Opus Capital Group, LLC	0.04%	No change	4,263	$310K
Dagco, Inc.	0.09%	Reduce -26.6%	4,263	$310K
Aspiriant, LLC	0.01%	Add +2.6%	4,254	$309K
Amara Financial, Llc.	0.27%	Add +4.1%	4,228	$307K
Plan Group Financial, LLC	0.10%	Reduce -2.6%	4,202	$305K
Zacks Investment Management	0.00%	New	4,146	$301K
Fusion Family Wealth, LLC	0.03%	No change	4,142	$301K
Inscription Capital, LLC	0.04%	New	4,117	$299K
Schulz Wealth, LTD.	0.22%	Reduce -0.3%	4,081	$297K
Certified Advisory Corp	0.03%	Add +0.0%	4,063	$295K
Element Wealth, LLC	0.14%	Add +2.0%	4,063	$295K
Trail Ridge Investment Advisors, LLC	0.14%	Reduce -38.9%	3,950	$294K
BCGM Wealth Management, LLC	0.08%	Reduce -1.4%	4,022	$292K
Argent Trust Co	0.01%	No change	4,011	$292K
Kera Capital Partners, Inc.	0.06%	No change	3,989	$290K
LGT Financial Advisors LLC	0.74%	Reduce -4.9%	3,988	$290K
Southland Equity Partners LLC	0.06%	Reduce -35.9%	3,961	$288K
Okabena Investment Services Inc.	0.06%	No change	3,951	$287K
Harbor Advisory Corp.	0.09%	No change	3,936	$286K
JFS Wealth Advisors, LLC	0.02%	Reduce -4.1%	3,906	$284K
Briaud Financial Planning Inc	0.11%	New	3,905	$283K
Signaturefd, LLC	0.00%	Add +82.2%	3,889	$283K
First Horizon Advisors, Inc.	0.01%	Add +3125.0%	3,870	$281K
Revisor Wealth Management LLC	0.10%	Reduce -2.3%	3,819	$281K
Brian Low Financial Group, LLC	0.26%	—	3,859	$281K
Milestone Asset Management Group, LLC	0.21%	New	3,831	$278K
Essex LLC	0.05%	No change	3,816	$277K
Prosperity Wealth Management, Inc.	0.10%	No change	3,808	$277K
Meridian Wealth Advisors, LLC	0.04%	Add +0.1%	3,791	$276K
FF Advisors,LLC	0.14%	Reduce -1.7%	3,783	$275K
Conservest Capital Advisors, Inc.	0.03%	Add +14.7%	3,780	$275K
Shotwell Rutter Baer Inc	0.19%	Reduce -1.3%	3,722	$274K
Monograph Wealth Advisors, LLC	0.03%	New	3,746	$272K
Mosaic Advisors LLC	0.40%	Reduce -53.3%	3,735	$271K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.01%	Add +13.3%	3,732	$271K
Fiduciary Group, LLC	0.03%	New	3,706	$269K
Widmann Financial Services, Inc.	0.19%	Add +20.2%	3,701	$269K
Waterfront Wealth Inc.	0.06%	New	3,635	$264K
Mendel Capital Management LLC	0.15%	Add +0.2%	3,600	$262K
Guidance Capital, Inc.	0.07%	Reduce -38.2%	3,570	$261K
ProVise Management Group, LLC	0.02%	No change	3,592	$261K
Chesapeake Asset Management LLC	0.24%	No change	3,583	$260K
Pinkerton Wealth, LLC	0.03%	Reduce -2.6%	3,571	$260K
Ignite Planners, LLC	0.04%	Add +8.2%	3,503	$259K
Canvas Wealth Advisors, LLC	0.05%	New	3,440	$258K
Penbrook Management LLC	0.19%	New	3,500	$254K
SlateStone Wealth, LLC	0.02%	No change	3,496	$254K
Cypress Capital Management LLC (WY)	0.28%	Reduce -1.2%	3,485	$253K
Orion Capital Management LLC	0.10%	No change	3,468	$252K
Wedmont Private Capital	0.01%	Reduce -11.1%	3,404	$250K
Willis Johnson & Associates, Inc.	0.02%	Add +2.9%	3,437	$250K
Buska Wealth Management, LLC	0.07%	New	3,426	$249K
Optivise Advisory Services LLC	0.12%	Reduce -6.3%	3,361	$244K
Nicholas Hoffman & Company, LLC.	0.01%	Reduce -32.9%	3,322	$241K
Scott Marsh Financial, LLC	0.09%	—	3,320	$241K
Fulton Bank, N.A.	0.01%	Reduce -15.1%	3,319	$241K
Clark Asset Management, LLC	0.03%	No change	3,316	$241K
Global Trust Asset Management, LLC	0.13%	Add +75.7%	3,262	$237K
Councilor Wealth, LLC	0.11%	Add +0.3%	3,252	$236K
Linscomb Wealth, Inc.	0.01%	No change	3,245	$236K
Presidio Capital Management, LLC	0.09%	New	3,238	$235K
Choreo, LLC	0.00%	Reduce -2.3%	3,219	$234K
Corundum Group, Inc.	0.10%	Reduce -64.0%	3,216	$234K
Sequent Planning LLC	0.07%	Reduce -15.2%	3,193	$232K
Aaron Wealth Advisors LLC	0.02%	New	3,183	$231K
SteelPeak Wealth, LLC	0.01%	New	3,178	$231K
Wealthfront Advisers LLC	0.00%	New	3,167	$230K
CogentBlue Wealth Advisors, LLC	0.18%	Add +0.7%	3,147	$229K
Russell Investments Group, Ltd.	0.00%	Add +28.5%	3,106	$226K
SeaCrest Wealth Management, LLC	0.02%	Reduce -2.9%	3,102	$225K
Two West Capital Advisors LLC	0.15%	New	2,992	$224K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.01%	Reduce -20.7%	3,084	$224K
Wbi Investments, LLC	0.06%	New	3,077	$224K
Boomfish Wealth Group, LLC	0.13%	Reduce -1.0%	3,067	$223K
CHURCHILL MANAGEMENT Corp	0.00%	Reduce -86.9%	3,030	$220K
Bawa N Mallick Trust	0.09%	New	3,000	$218K
Somerville Kurt F	0.04%	New	3,000	$218K
Vontobel Holding Ltd.	0.00%	New	3,000	$218K
Rockline Wealth Management, LLC	0.05%	New	2,993	$218K
Moller Wealth Partners	0.05%	New	2,984	$217K
Sequent Asset Management, LLC	0.17%	New	2,983	$217K
M3 Advisory Group, LLC	0.15%	New	2,975	$216K
PrairieView Partners, LLC	0.02%	Add +15.6%	2,959	$215K
Crescent Grove Advisors, LLC	0.02%	New	2,929	$213K
Forte Capital LLC	0.02%	Reduce -5.6%	2,928	$213K
Kaydan Wealth Management, Inc.	0.07%	New	2,925	$213K
Obsidian Cio, LLC	0.03%	New	2,904	$211K
Pinnacle Bancorp, Inc.	0.07%	Reduce -6.8%	2,898	$211K
Claris Advisors, LLC / Mo /	0.07%	New	2,896	$211K
Breakwater Investment Management	0.08%	No change	2,887	$210K
Culbertson A N & Co. Inc.	0.03%	New	2,874	$209K
F/m Investments LLC	0.01%	New	2,862	$208K
MRWM Advisors, LLC	0.13%	Reduce -19.8%	2,860	$208K
Parkside Financial Bank & Trust	0.02%	No change	2,805	$204K
Busey Bank	0.01%	New	2,805	$204K
Freestone Capital Holdings, LLC	0.01%	New	2,801	$204K
Elevation Capital Advisory, LLC	0.08%	New	2,788	$203K
Kendall Capital Management	0.05%	New	2,768	$201K
Fagan Associates, Inc.	0.03%	New	2,759	$201K
Greenup Street Wealth Management LLC	0.03%	New	2,758	$200K
Coastal Bridge Advisors, LLC	0.02%	New	2,753	$200K
Mascagni Wealth Management, Inc.	0.17%	New	2,753	$200K
Sage Mountain Advisors LLC	0.01%	Reduce -9.8%	2,633	$191K
Founders Financial Alliance, LLC	0.04%	Reduce -60.7%	2,617	$190K
Financial Gravity Companies, Inc.	0.04%	—	2,509	$182K
Whittier Trust Co. of Nevada Inc.	0.00%	No change	2,420	$176K
Gould Capital, LLC	0.12%	New	2,412	$175K
Glenmede Investment Management, LP	0.00%	—	2,352	$171K
Bokf, NA	0.00%	Add +112.9%	2,338	$170K
Ancora Advisors LLC	0.00%	Add +75.3%	2,316	$168K
Mid-American Wealth Advisory Group, Inc.	0.08%	New	2,280	$166K
Glassman Wealth Services	0.02%	Reduce -2.4%	2,207	$160K
Phillips Financial Management, LLC	0.01%	Add +5.6%	2,139	$155K
Paladin Advisory Group, LLC	0.12%	Add +33.4%	2,084	$151K
Pineridge Advisors LLC	0.05%	Reduce -39.5%	2,031	$148K
Indiana Trust & Investment Management Co	0.05%	No change	2,000	$145K
Graney & King, LLC	0.10%	Add +0.1%	1,994	$145K
Riggs Asset Managment Co. Inc.	0.03%	Add +3748.9%	1,809	$131K
Financial Connections Group, Inc.	0.05%	No change	1,804	$131K
Winthrop Capital Management, LLC	0.03%	Add +1.4%	1,650	$120K
Beacon Capital Management, LLC	0.02%	Reduce -13.2%	1,590	$116K
Woodard & Co. Asset Management Group Inc.	0.02%	Add +52.2%	1,569	$114K
Safe Harbor Fiduciary, LLC	0.11%	Add +21.8%	1,544	$112K
MassMutual Private Wealth & Trust, FSB	0.00%	No change	1,500	$109K
Cullen/Frost Bankers, Inc.	0.00%	New	1,500	$109K
Rialto Wealth Management, LLC	0.03%	No change	1,478	$107K
Glen Eagle Advisors, LLC	0.02%	Add +18.2%	1,468	$107K
NFSG Corp	0.02%	Add +0.1%	1,416	$103K
Ballast Advisors LLC	0.03%	Add +56.6%	1,384	$101K
Barclays PLC	0.00%	No change	1,350	$98K
Darwin Wealth Management, LLC	0.03%	Reduce -1.5%	1,309	$95K
Capital A Wealth Management, LLC	1.04%	Reduce -56.6%	1,667	$93K
Team Financial Group, LLC	0.04%	New	1,256	$91K
Lowe Brockenbrough & Co. Inc.	0.01%	New	1,242	$90K
Arcadia Investment Management Corp.	0.01%	No change	1,225	$89K
Private Wealth Asset Management, LLC	0.01%	No change	1,202	$87K
Tucker Asset Management LLC	0.03%	No change	1,198	$87K
Harbor Asset Planning, Inc.	0.08%	—	1,181	$86K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.01%	Add +81.9%	1,177	$86K
Centerpoint Advisors, LLC	0.03%	No change	1,119	$81K
Barnes Dennig Private Wealth Management LLC	0.10%	Add +209.8%	1,112	$81K
HFM Investment Advisors, LLC	0.03%	Add +18.9%	1,052	$76K
Dunhill Financial, LLC	0.02%	Add +0.2%	998	$73K
Beaird Harris Wealth Management, LLC	0.01%	New	995	$72K
Highline Wealth Partners LLC	0.02%	Add +83.5%	989	$72K
Rosenberg Matthew Hamilton	0.02%	Add +1.3%	970	$71K
Winch Advisory Services, LLC	0.02%	Add +0.3%	940	$68K
Smithfield Trust Co	0.00%	No change	924	$68K
Salomon & Ludwin, LLC	0.01%	No change	925	$67K
Cary Street Partners Investment Advisory LLC	0.03%	Add +20.2%	898	$65K
North Ridge Wealth Advisors, Inc.	0.04%	New	870	$63K
Vermillion Wealth Management, Inc.	0.03%	New	859	$62K
Berkshire Money Management, Inc.	0.01%	New	851	$62K
Rothschild Investment LLC	0.00%	Add +0.6%	813	$59K
Creekmur Asset Management LLC	0.01%	Add +0.5%	791	$57K
Kiker Wealth Management, LLC	0.03%	Reduce -55.7%	773	$56K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	765	$56K
Global Wealth Strategies & Associates	0.02%	Reduce -0.4%	756	$55K
Caldwell Sutter Capital, Inc.	0.02%	No change	745	$54K
Legacy Investment Solutions, LLC	0.03%	—	729	$53K
Legacy Wealth Managment, LLC	0.03%	Add +143.0%	729	$53K
Signature Resources Capital Management, LLC	0.03%	Add +57.6%	717	$52K
GW&K Investment Management, LLC	0.00%	Reduce -19.2%	708	$51K
Decker Retirement Planning Inc.	0.03%	Add +36.5%	669	$49K
NBT Bank, N.A.	0.00%	No change	663	$48K
Harbor Investment Advisory, LLC	0.00%	No change	641	$47K
Crewe Advisors LLC	0.01%	Add +246.4%	634	$46K
TD Waterhouse Canada Inc.	0.00%	No change	617	$45K
Promus Capital, LLC	0.03%	No change	613	$45K
Basso Capital Management, L.P.	0.03%	No change	582	$42K
North Star Investment Management Corp.	0.00%	Add +0.3%	581	$42K
Pacifica Partners Inc.	0.02%	New	580	$42K
Comprehensive Financial Planning, Inc.	0.03%	No change	559	$41K
Halbert Hargrove Global Advisors, LLC	0.00%	No change	532	$39K
Wilmington Savings Fund Society, FSB	0.00%	No change	515	$37K
Ogorek Anthony Joseph /NY/	0.01%	Add +0.2%	514	$37K
Atlas Capital Advisors Inc.	0.00%	No change	500	$36K
Webster Bank, N. A.	0.00%	Reduce -77.0%	500	$36K
GPS Wealth Strategies Group, LLC	0.00%	Add +194.6%	489	$36K
Payden & Rygel	0.00%	No change	485	$35K
Frazier Financial Advisors, LLC	0.02%	No change	463	$34K
ORG Partners LLC	0.01%	Reduce -74.0%	447	$32K
Retirement Wealth Solutions LLC	0.02%	New	440	$32K
Prestige Wealth Management Group LLC	0.01%	No change	429	$31K
Clearstead Trust, LLC	0.01%	New	416	$30K
CX Institutional	0.00%	No change	397	$29K
Toth Financial Advisory Corp.	0.00%	No change	394	$29K
Roxbury Financial LLC	0.03%	New	391	$28K
Ascentis Wealth Management, LLC	0.01%	No change	376	$27K
Elevation Wealth Partners, LLC	0.01%	Add +0.3%	376	$27K
Rakuten Securities, Inc.	0.01%	Reduce -68.8%	365	$27K
Opal Wealth Advisors, LLC	0.01%	No change	348	$25K
VSM Wealth Advisory, LLC	0.01%	No change	346	$25K
Johnson Financial Group, Inc.	0.00%	No change	327	$24K
HHM Wealth Advisors, LLC	0.00%	Reduce -1.6%	305	$22K
Reyes Financial Architecture, Inc.	0.02%	No change	300	$22K
Mark Sheptoff Financial Planning, LLC	0.01%	New	300	$22K
Missouri Trust & Investment Co	0.01%	Reduce -57.1%	300	$22K
Blue Trust, Inc.	0.00%	New	299	$22K
First Community Trust NA	0.02%	New	292	$21K
New Millennium Group LLC	0.01%	Add +2.2%	281	$20K
DiNuzzo Private Wealth, Inc.	0.00%	No change	270	$20K
Atlantic Private Wealth, LLC	0.01%	No change	268	$20K
Centricity Wealth Management, LLC	0.02%	No change	264	$19K
Cornerstone Planning Group LLC	0.00%	Reduce -20.6%	258	$19K
Bristlecone Advisors, LLC	0.00%	No change	242	$18K
Strengthening Families & Communities, LLC	0.01%	No change	238	$17K
Bessemer Group Inc.	0.00%	New	231	$17K
SJS Investment Consulting Inc.	0.00%	No change	233	$17K
Inlight Wealth Management, LLC	0.01%	Reduce -1.8%	223	$16K
SIMA Wealth Partners, LLC	0.01%	New	197	$14K
Oakworth Capital, Inc.	0.00%	No change	172	$13K
Sound Income Strategies, LLC	0.00%	Reduce -21.6%	171	$12K
Hazlett, Burt & Watson, Inc.	0.00%	Add +22.5%	169	$12K
AllSquare Wealth Management LLC	0.01%	No change	160	$12K
Chilton Capital Management LLC	0.00%	No change	159	$12K
EPG Wealth Management LLC	0.00%	Add +6.9%	154	$11K
Fiduciary Advisors, Inc.	0.01%	No change	152	$11K
New England Capital Financial Advisors LLC	0.01%	Add +0.7%	150	$11K
Tradewinds Capital Management, LLC	0.00%	No change	133	$10K
REAP Financial Group, LLC	0.00%	No change	128	$9K
Alerus Financial NA	0.00%	New	128	$9K
Painted Porch Advisors LLC	0.00%	No change	126	$9K
Providence Capital Advisors, LLC	0.00%	New	125	$9K
SouthState Bank Corp	0.00%	No change	123	$9K
Garde Capital, Inc.	0.00%	No change	117	$9K
Brown Brothers Harriman & Co.	0.00%	No change	104	$8K
Eastern Bank	0.00%	Reduce -30.7%	97	$7K
Albion Financial Group	0.00%	Add +41.5%	92	$7K
Hurley Capital, LLC	0.00%	New	92	$7K
AlphaCore Capital LLC	0.00%	Add +141.7%	87	$6K
Tsfg, LLC	0.00%	No change	74	$5K
Harbor Capital Advisors, Inc.	0.00%	New	72	$5K
Ritter Daniher Financial Advisory LLC / DE	0.00%	New	65	$5K
Bellwether Advisors, LLC	0.00%	Add +400.0%	60	$4K
CVA Family Office, LLC	0.00%	No change	50	$4K
DHJJ Financial Advisors, Ltd.	0.00%	No change	48	$3K
Allianz Asset Management GmbH	0.00%	Reduce -100.0%	45	$3K
Ameritas Investment Partners, Inc.	0.00%	No change	43	$3K
Avion Wealth	0.00%	No change	46	$3K
PMV Capital Advisers, LLC	0.01%	New	41	$3K
Bay Harbor Wealth Management, LLC	0.00%	Reduce -51.8%	40	$3K
Wolff Wiese Magana LLC	0.00%	No change	36	$3K
Aventura Private Wealth, LLC	0.00%	No change	32	$2K
SOA Wealth Advisors, LLC.	0.00%	New	31	$2K
Topsail Wealth Management, LLC	0.00%	No change	31	$2K
Operose Advisors LLC	0.00%	No change	30	$2K
Bridge Generations Wealth Management LLC	0.00%	No change	28	$2K
Horizon Bancorp Inc.	0.00%	No change	29	$2K
WealthCollab, LLC	0.00%	No change	21	$2K
IMG Wealth Management, Inc.	0.00%	New	20	$1K
Integrity Financial Corp	0.00%	No change	15	$1K
MTM Investment Management, LLC	0.00%	New	14	$1K
Bfsg, LLC	0.00%	No change	12	$873
DB Fitzpatrick & Co, Inc	0.00%	New	12	$872
Proathlete Wealth Management LLC	0.00%	Add +450.0%	11	$802
Luminist Capital LLC	0.00%	New	11	$799
Optimum Investment Advisors	0.00%	No change	10	$727
Nalls Sherbakoff Group, LLC	0.00%	No change	9	$690
Versant Capital Management, Inc	0.00%	No change	9	$685
Howe & Rusling Inc.	0.00%	No change	8	$592
Smallwood Wealth Investment Management, LLC	0.00%	Reduce -77.4%	7	$546
Dogwood Wealth Management LLC	0.00%	New	7	$511
Maseco LLP	0.00%	—	6	$436
Accredited Wealth Management, LLC	0.00%	No change	3	$219
2UniFi Bank	0.00%	No change	3	$218
Truvestments Capital LLC	0.00%	No change	3	$218
Manchester Capital Management LLC	0.00%	No change	2	$148
Fairway Wealth LLC	0.00%	No change	1	$73

"% 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.