Ste STR SPDR PT S&P 500 ETFSPYMETF

13F holders, Q3 2025 (September 30)

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

1,427holders +55

119new positions

50sold out

5famous investors

$78.27avg. 13F price*

At the end of Q3 2025, 1,427 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 55 from Q2 2025. 119 opened new positions and 50 sold out. The largest holders were Betterment LLC ($6.2B), USS Investment Management Ltd ($5.2B) and Bank of America Corp. ($5.1B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company: Ste STR SPDR PT S&P 500 ETF
Filed as: SPDR SERIES TRUST (Q3 2025)
CUSIP: 78464A854
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

	Institutions	Total Value
New Positions	119	$898.5M
Exits	50	$410.9M

All 13F filers, Q2 2025 → Q3 2025: 108,608,452 shares bought and 14,850,705 shares sold, net +93,757,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,427 holders


Betterment LLC	12.16%	Add +6.3%	78,546,237	$6.2B
USS Investment Management Ltd	25.00%	Add +59.7%	66,398,232	$5.2B
Bank of America Corp.	0.38%	Add +10.2%	65,441,181	$5.1B
Jones Financial Companies LLLP	2.70%	Add +15.3%	50,982,604	$4.0B
LPL Financial LLC	1.11%	Add +8.3%	48,460,325	$3.8B
Creative Planning	1.92%	Add +2.9%	32,029,687	$2.5B
Envestnet Asset Management Inc.	0.38%	Add +6.2%	16,868,988	$1.3B
Morgan Stanley	0.07%	Add +3.7%	14,248,263	$1.1B
Kedalion Capital Management LLP	37.91%	Add +83.7%	12,884,000	$1.0B
Invesco Ltd.	0.13%	Add +0.1%	10,578,737	$828.7M
Nissay Asset Management Corp. /Japan	4.32%	Add +838.3%	9,989,832	$782.6M
Cwm, LLC	2.35%	Add +0.2%	9,958,969	$780.2M
National Mutual Insurance Federation of Agricultural Cooperatives	5.67%	No change	9,536,000	$747.1M
Osaic Holdings, Inc.	0.94%	Add +3.7%	8,789,981	$672.3M
JPMorgan Chase & Co.	0.04%	Add +2.8%	8,247,272	$646.1M
Goldman Sachs Group Inc.	0.09%	Add +21.1%	7,792,836	$610.5M
Clark Capital Management Group, Inc.	3.76%	Add +1.2%	7,671,286	$601.0M
Advance Capital Management, Inc.	25.78%	Reduce -5.5%	7,584,434	$594.2M
OneDigital Investment Advisors LLC	4.78%	Add +2.9%	5,944,567	$465.7M
TIG Advisors, LLC	28.67%	Add +0.3%	5,928,677	$464.5M
1900 Wealth Management LLC	29.99%	Add +6.2%	5,648,641	$442.5M
Financial Engines Advisors L.L.C.	0.75%	Add +0.1%	4,993,827	$391.2M
Exchange Traded Concepts, LLC	3.70%	Add +105.9%	4,951,409	$387.9M
Raymond James Financial Inc.	0.12%	Add +13.2%	4,681,618	$366.8M
Ameriprise Financial Inc.	0.08%	Reduce -0.8%	4,634,030	$363.1M
GM Advisory Group, LLC	15.19%	Add +3.5%	4,559,527	$357.2M
TD Private Client Wealth LLC	8.04%	Add +5.6%	4,554,909	$356.8M
Private Advisor Group, LLC	1.69%	Add +9.2%	4,380,916	$343.2M
Wealthcare Advisory Partners LLC	7.01%	Reduce -0.1%	4,294,814	$336.5M
Cetera Investment Advisers	0.38%	Add +1.9%	4,215,363	$330.2M
Manufacturers Life Insurance Company, The	0.27%	Add +44.4%	4,145,679	$324.8M
Vantagepoint Investment Advisers LLC	2.62%	New	4,091,668	$320.5M
Stadion Money Management, LLC	24.52%	Add +16.1%	3,919,359	$307.0M
HighTower Advisors, LLC	0.34%	Add +0.3%	3,850,873	$301.7M
Capital Analysts, LLC	8.77%	Add +1.7%	3,838,024	$300.7M
Northwestern Mutual Wealth Management Co.	0.20%	Add +6.2%	3,787,339	$296.7M
Gradient Investments LLC	4.90%	Add +5.5%	3,749,672	$293.7M
NorthRock Partners, LLC	5.24%	Add +1.8%	3,697,745	$289.7M
Norinchukin Bank, The	3.69%	No change	3,511,270	$275.1M
Wells Fargo & Company	0.05%	Add +6.2%	3,326,011	$260.6M
Wealth Enhancement Advisory Services, LLC	0.38%	Reduce -7.2%	3,178,328	$250.2M
Assetmark, Inc.	0.54%	Add +13.0%	3,189,712	$249.9M
Advocacy Wealth Management, LLC	10.59%	Add +0.2%	3,113,972	$243.9M
Two Sigma Investments, LP	0.39%	Add +27.5%	3,083,300	$241.5M
Cambridge Investment Research Advisors, Inc.	0.66%	Add +11.8%	3,046,554	$238.7M
Composition Wealth, LLC	3.28%	Add +46364.0%	2,796,205	$219.1M
First Command Advisory Services, Inc.	1.52%	Add +54.3%	2,678,563	$209.8M
Mirae Asset Global Investments Co., Ltd.	0.66%	Add +14.4%	2,672,151	$209.3M
SCS Capital Management LLC	2.18%	Add +1.3%	2,553,688	$200.1M
Natixis Advisors, LLC	0.28%	Reduce -20.1%	2,475,110	$193.9M
Peterson Wealth Advisors, LLC	27.08%	Add +1.6%	2,300,034	$181.1M
Global Retirement Partners, LLC	4.01%	Add +5.4%	2,284,596	$179.0M
NewEdge Advisors, LLC	0.77%	Reduce -6.1%	2,167,098	$169.8M
UBS Group AG	0.03%	Add +5.0%	2,157,454	$169.0M
Mariner, LLC	0.22%	Add +0.6%	2,136,786	$167.4M
Spinnaker Trust	9.24%	Add +3.5%	2,125,087	$166.5M
Larson Financial Group LLC	5.72%	Add +27.8%	2,078,730	$162.8M
MML Investors Services, LLC	0.43%	Reduce -2.9%	2,069,030	$162.1M
Ocean Park Asset Management, LLC	6.65%	New	2,058,656	$161.3M
Tennessee Valley Asset Management Partners	19.81%	Reduce -5.3%	1,862,729	$145.9M
UNIVEST FINANCIAL Corp	7.71%	Reduce -2.9%	1,759,947	$137.9M
49 Wealth Management, LLC	12.91%	Add +9.7%	1,748,006	$136.9M
Great Valley Advisor Group, Inc.	2.65%	Add +6.4%	1,689,291	$132.3M
Sand Hill Global Advisors, LLC	4.61%	Reduce -1.9%	1,672,735	$131.0M
Retirement Income Solutions, Inc.	22.21%	Add +2.2%	1,658,222	$129.9M
Royal Bank of Canada	0.02%	Add +46.7%	1,631,490	$127.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	7.29%	Add +5.0%	1,605,031	$125.7M
State Street Corp.	0.00%	Reduce -2.8%	1,568,850	$122.9M
AlphaStar Capital Management, LLC	10.50%	Add +22.9%	1,555,133	$121.8M
AE Wealth Management LLC	0.72%	Reduce -5.3%	1,442,622	$113.0M
Commonwealth Equity Services, LLC	0.15%	Add +3.1%	1,439,300	$112.8M
Vicus Capital	8.49%	Add +2849.0%	1,418,548	$111.1M
Ascent Group, LLC	3.79%	Add +1.8%	1,366,766	$107.1M
Adventist Health System Sunbelt Healthcare Corp.	4.43%	New	1,300,000	$101.8M
Aptus Capital Advisors, LLC	0.91%	Reduce -5.5%	1,265,622	$99.1M
World Investment Advisors	1.99%	Reduce -1.6%	1,237,558	$97.0M
RiverFront Investment Group, LLC	1.70%	Add +0.6%	1,235,494	$96.8M
Kestra Advisory Services, LLC	0.44%	Add +3.6%	1,219,845	$95.6M
Penserra Capital Management LLC	1.11%	Add +11.0%	1,186,674	$93.0M
Marshall Wace, LLP	0.10%	New	1,178,666	$92.3M
Integrated Wealth Concepts LLC	0.81%	Add +1.9%	1,152,879	$90.3M
Revere Asset Management, Inc	33.92%	Add +14.8%	1,147,458	$89.9M
Austin Private Wealth, LLC	6.71%	Reduce -1.8%	1,112,666	$87.2M
Crews Bank & Trust	12.55%	Add +5.2%	1,094,890	$85.8M
Mizuho Bank, Ltd.	9.48%	Reduce -48.1%	1,090,000	$85.4M
Mercer Global Advisors Inc.	0.14%	Add +377.1%	1,070,504	$83.9M
Avidian Wealth Enterprises, LLC	3.07%	Add +36.1%	1,039,233	$81.4M
Sterling Group Wealth Management, LLC	40.08%	Add +0.1%	1,032,684	$80.9M
Brown Financial Advisory	42.08%	Reduce -0.4%	1,025,811	$80.4M
OneAscent Financial Services LLC	5.20%	Reduce -9.7%	996,297	$78.0M
Stratos Wealth Partners, LTD.	0.91%	Add +2.6%	975,108	$76.4M
Tectonic Advisors LLC	4.05%	Add +274.2%	946,683	$74.2M
Janus Henderson Group PLC	0.03%	Add +31.0%	935,150	$73.3M
Park Avenue Securities LLC	0.57%	Add +1.6%	934,705	$73.2M
Principal Securities, Inc.	1.20%	Reduce -6.7%	933,131	$73.1M
KWB Wealth	8.02%	Reduce -21.9%	998,778	$72.6M
Standpoint Asset Management, LLC	16.34%	Reduce -15.6%	922,900	$72.3M
Intrua Financial, LLC	8.43%	Add +2.2%	919,539	$72.0M
Allen Capital Group, LLC	6.79%	Reduce -2.2%	907,662	$71.1M
St Germain D J Co. Inc.	2.84%	Add +53.8%	904,883	$70.9M
O'Dell Group, LLC	15.13%	Add +1.2%	900,313	$70.5M
N.E.W. Advisory Services LLC	6.26%	Reduce -1.5%	894,844	$70.1M
One Day In July LLC	5.91%	Add +10.7%	891,616	$69.8M
Eagle Strategies LLC	9.34%	Add +4.2%	891,343	$69.8M
Vertex Planning Partners, LLC	13.14%	Add +3.1%	874,721	$68.5M
Taiyo Life Insurance Co.	5.87%	No change	855,500	$67.0M
Auour Investments LLC	20.96%	Add +0.4%	821,702	$64.4M
O'Brien Wealth Partners LLC	8.68%	Reduce -1.0%	818,066	$64.1M
CFS Investment Advisory Services, LLC	4.76%	Add +6.1%	804,206	$64.1M
IAG Wealth Partners, LLC	7.66%	Reduce -22.1%	814,475	$63.8M
Kickstand Ventures, Llc.	13.99%	Reduce -11.1%	811,673	$63.6M
Integrity Alliance, Llc.	3.00%	Add +2.3%	810,902	$63.5M
Americana Partners, LLC	1.89%	Add +0.9%	800,074	$62.7M
Solitude Financial Services	21.34%	New	795,823	$62.3M
Lifelong Wealth Advisors, Inc.	18.56%	Add +1.0%	795,560	$62.3M
Wealthspire Advisors, LLC	0.33%	Add +0.2%	794,573	$62.2M
Dynamic Advisor Solutions LLC	1.79%	Add +3.0%	788,848	$61.8M
Leading Edge Financial Planning LLC	15.25%	Add +4.7%	775,753	$60.8M
Denver Wealth Management, Inc.	22.34%	Add +0.5%	774,166	$60.6M
Signal Advisors Wealth, LLC	5.45%	Add +20.1%	766,928	$60.1M
Penobscot Wealth Management	19.16%	Add +1.2%	761,868	$59.7M
ODonnell Financial Services, LLC	21.18%	Add +4.7%	760,050	$59.5M
IHT Wealth Management, LLC	1.50%	Add +19.1%	758,546	$59.4M
Detalus Advisors, LLC	15.31%	Reduce -2.3%	754,841	$59.1M
North Star Asset Management Inc.	2.40%	Add +0.5%	754,797	$59.1M
Snowden Capital Advisors LLC	1.62%	Reduce -0.9%	751,659	$58.9M
Modern Wealth Management, LLC	1.16%	Add +103.8%	747,746	$58.6M
New Perspectives, Inc	25.62%	Reduce -5.5%	730,687	$57.2M
Private Wealth Group, LLC	28.47%	Add +2.2%	730,347	$57.2M
Cahaba Wealth Management, Inc.	4.05%	Add +0.5%	714,392	$56.0M
HM Payson & Co.	0.79%	Reduce -9.2%	700,160	$54.9M
Lido Advisors, LLC	0.22%	Add +14184.9%	689,248	$54.0M
Buttonwood Financial Group, LLC	23.17%	Add +99.4%	681,693	$53.7M
Badgley Phelps Wealth Managers, LLC	1.11%	Add +0.7%	672,866	$52.7M
Harbour Investments, Inc.	1.20%	Add +2.2%	672,771	$52.7M
Financial Enhancement Group LLC	7.05%	Reduce -2.9%	663,226	$52.5M
Thrivent Financial for Lutherans	0.11%	Add +8784.5%	665,625	$52.1M
Tull Financial Group, Inc.	22.99%	Add +1.3%	664,597	$52.1M
US Bancorp \de	0.06%	Add +3.2%	663,683	$52.0M
Gladstone Institutional Advisory LLC	1.94%	Reduce -3.3%	641,950	$50.3M
WBH Advisory Inc.	3.81%	Add +7.5%	637,639	$50.0M
Western Wealth Management, LLC	2.61%	Add +1.8%	629,054	$49.3M
Brookstone Capital Management	0.59%	Reduce -7.5%	628,701	$49.3M
Allianz Asset Management GmbH	0.06%	Add +1394222.2%	627,445	$49.2M
SOL Capital Management CO	4.38%	Add +8.5%	623,314	$48.8M
CCG Wealth Management, LLC	22.97%	Add +1.9%	622,145	$48.7M
Global View Capital Management LLC	10.22%	Add +1.3%	614,439	$48.1M
Flagship Harbor Advisors, LLC	2.06%	Reduce -6.0%	603,459	$47.3M
Principal Financial Group Inc.	0.02%	Reduce -11.1%	600,098	$47.0M
Clear Creek Financial Management, LLC	4.07%	Reduce -0.7%	599,397	$47.0M
Cary Street Partners Financial LLC	1.20%	Add +1.4%	590,326	$46.2M
PSI Advisors, LLC	11.99%	Add +1.1%	589,242	$46.2M
Fifth Third Bancorp	0.15%	Add +0.3%	588,106	$46.1M
Compass Ion Advisors, LLC	4.42%	Reduce -50.2%	585,372	$45.9M
Louisiana State Employees Retirement System	0.77%	Add +9.7%	584,900	$45.8M
Strategic Financial Partners, Ltd.	20.84%	Reduce -2.1%	580,911	$45.5M
Cornerstone Wealth Management, LLC	2.51%	Add +5.4%	579,426	$45.4M
First Heartland Consultants, Inc.	3.66%	Add +1.5%	578,916	$45.4M
Waverly Advisors, LLC	0.45%	Add +1.5%	577,162	$45.2M
IFP Advisors, Inc	1.17%	Add +2.0%	572,793	$44.9M
One Wealth Advisors, LLC	5.61%	Add +5.1%	571,089	$44.7M
VestGen Advisors, LLC	1.47%	Add +4.6%	564,184	$44.2M
Jackson Wealth Management, LLC	4.42%	Add +12.1%	564,067	$44.2M
Wealth Management Nebraska	5.24%	Reduce -2.5%	561,408	$44.0M
Geneos Wealth Management Inc.	1.08%	Add +1.4%	542,976	$42.5M
Farther Finance Advisors, LLC	0.64%	Add +47.1%	541,304	$42.4M
Sequoia Financial Advisors, LLC	0.26%	Reduce -3.8%	541,077	$42.4M
Equitable Holdings, Inc.	0.31%	Add +12.9%	535,348	$41.9M
Client 1ST Advisory Group, LLC	13.67%	Add +5.0%	525,935	$41.2M
Bank of New York Mellon Corp	0.01%	Add +39.9%	523,853	$41.0M
Market Street Wealth Management Advisors LLC	6.52%	Reduce -3.0%	523,669	$41.0M
Investment Planning Advisors, Inc.	12.74%	Add +29.3%	517,140	$40.5M
Keystone Financial Group	3.10%	Add +1.9%	516,657	$40.5M
Retirement Financial Solutions, LLC	12.53%	Add +1.9%	510,926	$40.0M
Highland Financial Advisors, LLC	11.21%	Add +2.8%	499,212	$39.1M
KMG Fiduciary Partners, LLC	2.60%	Add +2.8%	493,727	$38.7M
Bricktown Capital, LLC	6.35%	Add +72.1%	491,750	$38.5M
Crown Wealth Group, LLC	11.35%	Add +11.4%	482,326	$37.8M
Quantum Financial Planning Services, Inc.	15.24%	Add +3.5%	480,981	$37.7M
Procyon Advisors, LLC	2.22%	Add +7.7%	478,003	$37.4M
Rockbridge Investment Management, LCC	3.69%	Add +13.5%	476,944	$37.4M
Security Financial Services, INC.	6.01%	Reduce -1.4%	474,578	$37.2M
Petix & Botte Co	8.57%	Add +14.0%	474,182	$37.1M
Compass Financial Services Inc	16.40%	Add +3.8%	473,057	$37.1M
Tableaux LLC	14.70%	Add +55.0%	468,763	$36.7M
Financial Insights, Inc.	12.10%	Add +5.5%	466,412	$36.5M
Broadway Wealth Solutions, Inc.	20.48%	Add +5.1%	466,124	$36.5M
Liberty Square Wealth Partners LLC	11.15%	Add +25.1%	461,042	$36.1M
Arete Wealth Advisors, LLC	2.20%	Add +156.1%	448,435	$35.2M
Moneta Group Investment Advisors LLC	0.28%	Reduce -3.8%	449,157	$35.2M
Merit Financial Group, LLC	0.32%	Reduce -1.9%	444,895	$34.9M
Ridgeline Wealth Planning, LLC	26.09%	Reduce -3.1%	443,473	$34.7M
Sanctuary Advisors, LLC	0.20%	Add +0.7%	441,341	$34.6M
Montz Harcus Wealth Management LLC	14.95%	Add +4.2%	437,356	$34.3M
Greenleaf Trust	0.31%	Add +942.3%	431,379	$33.8M
Wellington Management Group LLP	0.01%	New	430,955	$33.8M
Moneco Advisors, LLC	2.81%	Add +29.6%	430,160	$33.7M
Independent Financial Group, LLC	0.80%	Add +12.0%	426,126	$33.4M
Richmond Investment Services, LLC	6.06%	Add +35.3%	415,745	$32.6M
Horst & Graben Wealth Management LLC	4.92%	Reduce -0.7%	411,365	$32.2M
Wealthspire Retirement, LLC	2.05%	Reduce -0.4%	409,509	$32.1M
Walkner Condon Financial Advisors LLC	5.08%	Add +10.2%	409,484	$32.1M
Eldridge Investment Advisors, Inc.	7.26%	Reduce -1.7%	407,151	$31.9M
Physician Wealth Advisors, Inc.	4.50%	Add +5.6%	403,677	$31.6M
American Century Companies Inc.	0.02%	Add +51.5%	399,228	$31.3M
Carnegie Investment Counsel	0.59%	Add +6.5%	397,974	$31.2M
Scarborough Advisors, LLC	5.42%	Add +13.5%	392,531	$30.8M
Beacon Capital Management, Inc.	1.46%	New	390,693	$30.6M
Cerity Partners LLC	0.05%	Add +12.7%	383,625	$30.1M
Kelman-Lazarov, Inc.	4.43%	Add +3.1%	381,217	$29.9M
NBZ Investment Advisors LLC	15.45%	Add +91.5%	376,643	$29.5M
Maia Wealth LLC	4.90%	Reduce -2.9%	363,171	$29.1M
Susquehanna International Group, LLP	0.04%	Add +176.2%	370,757	$29.0M
Savant Capital, LLC	0.18%	Reduce -11.3%	369,404	$28.9M
Nottingham Advisors, Inc.	3.90%	Add +1.2%	358,998	$28.1M
PFG Advisors	1.15%	Add +10.2%	357,781	$28.0M
Knightsbridge Asset Management, LLC	4.75%	Reduce -5.2%	355,899	$27.9M
Hills Bank & Trust Co	1.64%	Add +26.9%	355,489	$27.8M
Ausdal Financial Partners, Inc.	1.36%	Add +20.4%	355,288	$27.8M
Novem Group	3.30%	Reduce -10.0%	353,375	$27.7M
RFG Advisory, LLC	0.57%	Reduce -12.2%	352,116	$27.6M
Leslie Global Wealth, LLC	12.85%	Reduce -16.7%	349,661	$27.4M
Level Four Advisory Services, LLC	0.94%	Add +1.5%	349,239	$27.4M
HUB Investment Partners, LLC	0.99%	Add +2.6%	344,899	$27.0M
Orion Porfolio Solutions, LLC	0.21%	Reduce -2.5%	340,605	$26.7M
Forefront Wealth Partners, LLC	6.70%	Add +141.7%	339,972	$26.6M
Bank of Nova Scotia	0.05%	Add +29.1%	339,140	$26.6M
TSA Wealth Managment LLC	8.85%	Reduce -1.2%	332,108	$26.0M
Goodman Advisory Group, LLC	6.47%	Reduce -19.3%	331,994	$26.0M
Fifth Third Securities, Inc.	1.75%	Add +3.4%	326,334	$25.6M
Panoramic Investment Advisors, LLC	14.38%	Add +2.4%	326,313	$25.6M
Wealth Advisory Solutions, LLC	6.19%	Add +5.6%	326,306	$25.6M
SPC Financial, Inc.	1.98%	Add +5.5%	322,779	$25.3M
Stifel Financial Corp.	0.02%	Add +2.1%	321,717	$25.2M
Cypress Wealth Services, LLC	4.12%	Add +8.9%	321,343	$25.2M
Wealth Advisors of Iowa, LLC	8.56%	Reduce -1.9%	320,804	$25.1M
PNC Financial Services Group, Inc.	0.02%	Reduce -1.4%	320,707	$25.1M
Mayflower Financial Advisors, LLC	3.15%	Add +3.8%	319,979	$25.1M
POM Investment Strategies, LLC	13.56%	Add +28.3%	318,495	$25.0M
Sykon Capital LLC	8.21%	Reduce -2.3%	314,191	$24.6M
Steele Capital Management, Inc.	1.09%	Reduce -3.8%	314,031	$24.6M
West Wealth Group, LLC	5.52%	Reduce -5.5%	312,714	$24.5M
WCG Wealth Advisors LLC	1.53%	Reduce -11.0%	310,652	$24.3M
Simplicity Wealth,LLC	1.40%	Reduce -31.1%	309,223	$24.2M
Lloyd Advisory Services, LLC.	11.38%	Reduce -7.2%	308,654	$24.2M
Keel Point, LLC	1.49%	Add +0.2%	308,289	$24.2M
McMill Wealth Management	6.83%	Reduce -2.3%	305,874	$24.0M
Baird Financial Group, Inc.	0.04%	Add +467.4%	305,789	$24.0M
Lanark Financial, Inc.	1.83%	Add +4.3%	302,001	$23.7M
MIdWestOne Financial Group, Inc.	2.87%	Reduce -2.5%	301,843	$23.6M
Debussy Capital Management LP	3.31%	Add +14.3%	299,053	$23.4M
Cornerstone Advisors Asset Management, LLC	4.08%	Reduce -3.1%	298,120	$23.4M
IFG Advisory, LLC	1.06%	Reduce -1.3%	297,850	$23.3M
Segment Wealth Management, LLC	1.39%	Add +1097.3%	296,311	$23.2M
LVW Advisors, LLC	2.39%	New	294,981	$23.1M
Clarus Group, Inc.	7.94%	Add +3.1%	291,423	$22.8M
Rehmann Capital Advisory Group	1.25%	Add +1.9%	290,504	$22.8M
Arrien Investments, Inc.	13.25%	Reduce -0.6%	289,128	$22.7M
NorthCoast Asset Management LLC	0.09%	Add +8.9%	284,370	$22.3M
Archford Capital Strategies, LLC	2.61%	Add +31.0%	279,493	$21.9M
Curtis Advisory Group, LLC	4.95%	Reduce -8.4%	278,487	$21.8M
Accelerate Investment Advisors LLC	14.70%	Add +6.4%	275,876	$21.6M
Core Wealth Advisors, Inc.	5.63%	Add +0.8%	275,420	$21.6M
Gateway Wealth Partners, LLC	2.88%	Add +33.2%	272,043	$21.3M
Bank of Montreal	0.01%	Add +136.7%	272,031	$21.3M
AQR Capital Management	0.01%	Add +52.6%	268,053	$21.0M
Calton & Associates, Inc.	3.13%	Add +18.9%	266,453	$20.9M
Kagan Cocozza Asset Management	15.68%	Reduce -3.0%	264,424	$20.7M
Strategic Blueprint, LLC	0.88%	Reduce -1.9%	257,636	$20.2M
Truist Financial Corp.	0.03%	Add +20.4%	256,725	$20.1M
Legacy Advisory Services, LLC	14.99%	Add +2.3%	253,706	$19.9M
Keeler & Nadler Financial Planning & Wealth Management	7.26%	Add +5.4%	252,792	$19.8M
Corient Private Wealth LP	0.03%	Add +0.5%	251,969	$19.7M
Advisor OS, LLC	1.67%	Add +47.0%	246,735	$19.3M
Windsor Capital Management, LLC	5.31%	Reduce -3.8%	245,362	$19.2M
Fortis Group Advisors, LLC	3.31%	Reduce -7.9%	239,311	$19.2M
Focus Partners Wealth	0.03%	Add +4.4%	242,888	$19.0M
Evermay Wealth Management LLC	2.16%	Add +6.9%	241,518	$18.9M
Investors Research Corp	3.50%	Add +4.2%	241,191	$18.9M
Advisory Alpha, LLC	0.53%	Add +0.9%	239,623	$18.9M
Wise Wealth Partners	28.67%	Add +9.0%	239,747	$18.8M
Luken Investment Analytics, LLC	7.29%	Reduce -22.4%	238,049	$18.6M
Atlas Private Wealth Advisors	4.53%	Add +98.5%	236,281	$18.5M
Vestmark Advisory Solutions, Inc.	0.35%	Reduce -38.3%	231,247	$18.1M
Tidemark, LLC	5.26%	Add +12.4%	230,543	$18.1M
B.O.S.S. Retirement Advisors, LLC	4.31%	Reduce -17.7%	229,871	$18.0M
Legacy Solutions, LLC	16.03%	Add +0.3%	227,496	$17.8M
Focus Financial Network, Inc.	0.63%	Reduce -2.3%	226,696	$17.8M
Archer Investment Corp	3.91%	Add +2.5%	221,058	$17.3M
S. R. Schill & Associates	12.13%	Reduce -4.0%	220,479	$17.3M
Maripau Wealth Management LLC	8.65%	Add +5.2%	219,303	$17.2M
Merkkuri Wealth Advisors LLC	12.46%	Add +9.9%	219,293	$17.2M
Bay Capital Advisors, LLC	11.16%	Add +5.8%	218,711	$17.1M
Valtinson Bruner Financial Planning LLC	5.04%	Add +11.6%	217,135	$17.0M
RBF Capital, LLC	0.77%	No change	214,574	$16.8M
Mutual Advisors, LLC	0.37%	Reduce -3.3%	212,276	$16.8M
CoreCap Advisors, LLC	0.61%	Reduce -4.4%	213,019	$16.7M
Rational Advisors, Inc.	1.74%	Reduce -8.2%	212,625	$16.7M
Ashton Thomas Private Wealth, LLC	0.43%	Add +90.6%	212,436	$16.6M
National Bank of Canada	0.02%	Reduce -12.8%	210,777	$16.5M
Mma Asset Management LLC	5.47%	Add +97.3%	209,234	$16.4M
Gen-Wealth Partners Inc	5.53%	Add +13.6%	208,791	$16.4M
Forthright Family Wealth Advisory LLC	9.98%	Reduce -38.4%	207,274	$16.2M
Capital Advantage, Inc.	2.44%	Add +4.8%	207,240	$16.2M
Ridgeline Wealth, LLC	11.75%	Reduce -0.9%	203,264	$15.9M
Brown Financial Advisors	5.83%	Add +1.0%	201,420	$15.8M
AdvisorNet Financial, Inc	0.89%	Add +8.0%	201,296	$15.8M
Chicago Partners Investment Group LLC	0.40%	Add +11.3%	190,906	$15.4M
Abound Financial, LLC	6.17%	Reduce -4.6%	196,893	$15.4M
FMR LLC	0.00%	Add +23.0%	196,510	$15.4M
Foundations Investment Advisors, LLC	0.22%	Add +319.6%	196,404	$15.4M
Independent Advisor Alliance	0.40%	Add +6.4%	196,370	$15.4M
SkyOak Wealth, LLC	2.88%	Reduce -2.5%	194,631	$15.2M
Benjamin Edwards Inc.	0.17%	Add +3.4%	193,633	$15.2M
NovaPoint Capital, LLC	3.69%	Add +5.3%	192,670	$15.1M
Belpointe Asset Management LLC	0.57%	Add +20.4%	191,497	$15.0M
Coppell Advisory Solutions LLC	1.59%	Add +11.6%	191,652	$15.0M
Municipal Employees' Retirement System of Michigan	0.17%	No change	188,205	$14.7M
Diversify Advisory Services, LLC	0.49%	Add +1252.9%	183,275	$14.7M
Asset Allocation Strategies LLC	2.91%	Add +57.8%	187,690	$14.7M
Kohmann Bosshard Financial Services, LLC	1.51%	Reduce -20.9%	187,241	$14.7M
Selective Wealth Management, Inc.	4.71%	Add +33.4%	185,933	$14.6M
Atria Investments, Inc	0.16%	Reduce -20.1%	183,499	$14.4M
Mattson Financial Services, LLC	3.43%	Add +27.7%	182,977	$14.3M
Captrust Financial Advisors	0.03%	Add +4.0%	182,711	$14.3M
Sheets Smith Wealth Management	1.60%	Reduce -1.2%	180,981	$14.2M
United Asset Strategies, Inc.	1.14%	Reduce -7.1%	180,645	$14.2M
Hobbs Wealth Management, LLC	11.78%	Add +0.2%	179,330	$14.0M
Sowell Financial Services LLC	0.54%	Add +2.4%	178,835	$14.0M
Keystone Financial Services, LLC	9.78%	Add +2.0%	178,454	$14.0M
Valmark Advisers, Inc.	0.18%	Add +0.3%	176,900	$13.9M
OMNI 360 Wealth, Inc.	7.64%	Add +2.1%	174,080	$13.6M
Ethos Financial Group, LLC	1.07%	Add +1216.7%	173,725	$13.6M
Total Clarity Wealth Management, Inc.	3.60%	Add +3.6%	173,031	$13.6M
Money Concepts Capital Corp.	0.84%	Reduce -7.8%	172,893	$13.5M
Citizens Financial Group Inc.	0.19%	Add +14.4%	172,812	$13.5M
Towercrest Capital Management	2.17%	Reduce -2.9%	172,673	$13.5M
Advisory Services Network, LLC	0.20%	Reduce -0.6%	171,320	$13.4M
WealthTrak Capital Management LLC	11.02%	Add +6.0%	170,910	$13.4M
Fragasso Financial Advisors Inc	0.83%	Add +1.9%	169,242	$13.3M
PCG Wealth Advisors, LLC	3.88%	Add +14.1%	169,967	$13.3M
CSM Advisors, LLC	0.37%	Reduce -11.2%	169,677	$13.3M
Quadrant Private Wealth Management, LLC	2.41%	Add +2.5%	168,771	$13.2M
Tower Research Capital LLC (TRC)	0.36%	Add +497.8%	168,597	$13.2M
Elevated Capital Advisors, LLC	3.26%	Reduce -15.3%	167,349	$13.1M
Waterloo Capital, L.P.	0.97%	Reduce -6.3%	166,617	$13.1M
Moulton Wealth Management, Inc.	9.41%	Reduce -11.3%	165,096	$12.9M
Nwam LLC	0.70%	Reduce -4.1%	163,271	$12.9M
GenWealth Group, Inc.	2.39%	Reduce -4.4%	163,953	$12.8M
Hobbs Group Advisors, LLC	3.99%	Add +108.5%	163,536	$12.8M
Financial Futures Ltd Liability Co.	6.21%	Add +2.4%	163,034	$12.8M
Cannon Wealth Management Services, LLC	9.65%	Reduce -0.2%	162,772	$12.8M
Concurrent Investment Advisors, LLC	0.22%	Add +70.2%	161,725	$12.7M
Cornerstone Wealth Group, LLC	0.85%	Add +27.8%	161,452	$12.6M
Slagle Financial, LLC	4.63%	Add +0.5%	161,193	$12.6M
Empower Advisory Group, LLC	0.03%	Add +69.9%	160,574	$12.6M
Astoria Portfolio Advisors LLC.	3.29%	Add +82.5%	158,338	$12.5M
Stonebrook Private Inc.	2.68%	Add +14.6%	158,388	$12.4M
Marathon Strategic Advisors, LLC	9.82%	Add +1.5%	156,659	$12.3M
Pinnacle Wealth Planning Services, Inc.	1.43%	Add +4.5%	156,138	$12.2M
Rainier Family Wealth Inc.	10.89%	Add +3.0%	155,901	$12.2M
Daido Life Insurance Co.	1.74%	Reduce -64.9%	154,785	$12.1M
Oarsman Capital, Inc.	1.69%	Add +5.7%	154,040	$12.1M
McNamara Financial Services, Inc.	2.24%	Reduce -0.4%	153,785	$12.0M
Lincoln Capital Corp.	4.29%	Add +34.5%	152,182	$11.9M
Welch Capital Partners LLC	2.43%	Reduce -44.0%	150,440	$11.8M
Mgo One Seven LLC	0.27%	Add +21.3%	149,852	$11.7M
Independent Wealth Network Inc.	3.77%	Add +3.0%	149,292	$11.7M
Westwind Capital	2.44%	Add +5.0%	148,862	$11.7M
Perennial Investment Advisors, LLC	0.95%	Add +3.1%	146,355	$11.5M
Janney Montgomery Scott LLC	0.03%	Reduce -2.2%	145,757	$11.4M
Park Place Capital Corp	2.41%	Add +1.1%	145,733	$11.4M
M1 Capital Management LLC	4.87%	Add +3.2%	144,029	$11.3M
Apeiron RIA LLC	2.53%	Reduce -14.0%	144,171	$11.3M
Wealthcare Capital Partners, LLC	5.17%	Add +0.0%	143,578	$11.2M
Centaurus Financial, Inc.	0.53%	Add +6.5%	143,547	$11.2M
Pathstone Holdings, LLC	0.04%	Add +0.5%	142,382	$11.2M
MKT Advisors LLC	4.09%	Add +31.1%	139,597	$11.0M
CreativeOne Wealth, LLC	0.27%	Add +3.6%	139,909	$11.0M
Alliance Wealth Management Group	2.44%	Reduce -5.0%	139,793	$11.0M
Turning Point Benefit Group, Inc.	6.59%	Reduce -22.8%	138,949	$10.9M
DAVENPORT & Co LLC	0.06%	Add +16.1%	138,875	$10.9M
Stonehaven Wealth & Tax Solutions, LLC	9.98%	Reduce -2.4%	137,786	$10.8M
Legacy Wealth Management, LLC / MS	3.25%	Reduce -4.3%	137,783	$10.8M
Guardian Asset Advisors, LLC	5.75%	Add +4.9%	136,415	$10.7M
Baltimore-Washington Financial Advisors, Inc.	0.46%	Reduce -0.4%	136,370	$10.7M
FSB Premier Wealth Management, Inc.	3.51%	Reduce -1.4%	136,200	$10.7M
Arvest Bank Trust Division	0.58%	Reduce -4.4%	134,120	$10.5M
Hollencrest Capital Management	0.38%	Reduce -13.7%	132,478	$10.4M
Cutler Investment Counsel LLC	1.08%	Add +19.7%	131,302	$10.3M
JBR Co Financial Management Inc	4.35%	Add +17.5%	131,128	$10.3M
BlackRock, Inc.	0.00%	Add +1403.3%	130,911	$10.3M
Worth Asset Management, LLC	4.61%	Add +28.5%	130,812	$10.2M
One Degree Advisors Inc	3.12%	Add +9.2%	130,020	$10.2M
Rockefeller Capital Management L.P.	0.02%	Add +0.1%	129,252	$10.1M
Apollon Financial, LLC	1.69%	Reduce -4.0%	129,165	$10.1M
Columbia River Financial Group, LLC	6.23%	Reduce -3.8%	126,093	$10.1M
Howard Bailey Securities, LLC	2.87%	Reduce -6.9%	128,911	$10.1M
Delta Wealth Advisors LLC	7.85%	Add +3.8%	128,012	$10.0M
Lord & Richards Wealth Management, LLC	9.17%	Add +10.9%	127,865	$10.0M
BIP Wealth, LLC	0.49%	Add +48.8%	126,400	$9.9M
Naples Global Advisors, LLC	0.76%	Add +4.6%	123,785	$9.7M
Flynn Zito Capital Management, LLC	3.55%	Reduce -4.6%	122,815	$9.6M
Pine Valley Investments Ltd Liability Co	0.50%	Add +5.7%	122,671	$9.6M
Black Swift Group, LLC	1.69%	Add +22.3%	122,543	$9.6M
Vantage Point Financial LLC	3.72%	Add +7.1%	122,485	$9.6M
Blair William & Co.	0.03%	Add +18.5%	122,468	$9.6M
Kingsview Wealth Management, LLC	0.15%	Add +4.8%	121,742	$9.5M
Moloney Securities Asset Management, LLC	1.14%	Add +8.7%	121,430	$9.5M
Bull Oak Capital, LLC	4.04%	Reduce -0.9%	121,317	$9.5M
Blue Bell Private Wealth Management, LLC	1.44%	Add +13.4%	120,503	$9.4M
Venture Visionary Partners LLC	0.32%	Reduce -30.0%	120,260	$9.4M
Mach-1 Financial Group, LLC	1.50%	Add +1396.2%	119,609	$9.4M
Integrity Advisory Solutions, LLC	1.50%	—	119,609	$9.4M
StoneCrest Wealth Management, Inc.	4.09%	Add +1.2%	119,156	$9.3M
Clarus Wealth Advisors	4.13%	Add +0.3%	118,502	$9.3M
Paladin Wealth, LLC	6.76%	Add +9.3%	119,035	$9.3M
Transamerica Financial Advisors, LLC	0.77%	Reduce -4.5%	118,616	$9.3M
Cobblestone Asset Management LLC	4.25%	Add +438.8%	118,569	$9.3M
Tortoise Investment Management, LLC	0.82%	Add +10.3%	117,973	$9.2M
Arcadia Wealth Management, LLC	3.66%	Reduce -6.7%	117,681	$9.2M
Adams Wealth Management	1.95%	Reduce -42.8%	116,164	$9.1M
CacheTech Inc.	1.83%	Reduce -42.8%	116,164	$9.1M
BlackDiamond Wealth Management, LLC	4.94%	Add +7.7%	115,520	$9.0M
Strategic Advisors LLC	1.44%	Reduce -5.9%	113,935	$8.9M
Tradition Wealth Management, LLC	0.66%	Reduce -7.3%	113,555	$8.9M
Golden State Wealth Management, LLC	0.97%	Reduce -2.0%	112,762	$8.8M
Upper Left Wealth Management, LLC	5.51%	Add +4.9%	112,079	$8.8M
Morling Financial Advisors, LLC	2.90%	Reduce -1.9%	111,711	$8.8M
Guardian Wealth Advisors, LLC / NC	0.57%	Reduce -1.7%	111,670	$8.7M
Tower View Wealth Management LLC	4.52%	Add +4.8%	111,498	$8.7M
Meridian Wealth Management, LLC	0.33%	Add +4.9%	110,666	$8.7M
Triad Wealth Partners, LLC	1.11%	Add +1.0%	109,669	$8.6M
Evergreen Capital Management LLC	0.20%	Add +6.8%	108,195	$8.5M
Cooper Capital Advisors LLC	5.34%	Add +8.6%	105,569	$8.3M
Wealthcare Capital Management LLC	0.84%	Add +7.6%	105,036	$8.2M
Richardson Financial Services Inc.	5.08%	Add +12.2%	104,516	$8.2M
Arq Wealth Advisors, LLC	2.37%	Reduce -15.6%	102,397	$8.0M
Wealth Management Resources, Inc.	2.59%	Add +6.0%	102,326	$8.0M
Meitav Investment House Ltd.	0.10%	Add +29.7%	101,418	$7.9M
Acorn Financial Advisory Services Inc.	1.21%	Add +0.3%	100,635	$7.9M
Rwa Wealth Partners, LLC	0.09%	Reduce -3.4%	100,303	$7.9M
Axxcess Wealth Management, LLC	0.17%	Add +208.7%	100,086	$7.8M
Values Added Financial LLC	3.47%	Add +10.4%	99,570	$7.8M
Convergence Financial, LLC	1.17%	Reduce -42.0%	99,114	$7.8M
FFG Retirement Advisors LLC	4.76%	Reduce -34.8%	97,948	$7.7M
Madison Asset Management, LLC	0.08%	Add +52.9%	97,674	$7.7M
Condor Capital Management	0.63%	Add +216.1%	97,554	$7.6M
Sutton Place Investors LLC	4.34%	Reduce -4.0%	97,256	$7.6M
Alesco Advisors, LLC, An ESL Co	0.20%	Add +9.4%	96,093	$7.5M
ERn Financial, LLC	1.48%	Add +35.8%	95,785	$7.5M
Encompass More Asset Management	1.42%	New	94,413	$7.4M
Midwest Heritage Bank, FSB	2.61%	Reduce -0.8%	93,972	$7.4M
Balefire, LLC	1.47%	Add +4.3%	93,933	$7.4M
Beacon Pointe Advisors, LLC	0.06%	Add +66.6%	93,805	$7.3M
Patriot Financial Group Insurance Agency, LLC	0.94%	Reduce -12.6%	93,473	$7.3M
Aspire Private Capital, LLC	1.60%	Add +2.5%	93,108	$7.3M
River Street Advisors LLC	2.83%	Add +2.2%	93,036	$7.3M
Silver Oak Securities, Incorporated	0.55%	Add +3.7%	93,018	$7.3M
Northern Trust Corp.	0.00%	Add +11.4%	92,142	$7.2M
Summit Financial, LLC	0.11%	New	91,976	$7.2M
Firethorn Wealth Partners, LLC	2.83%	Reduce -4.9%	91,715	$7.2M
Range Financial Group LLC	2.59%	Reduce -1.7%	91,517	$7.2M
Steward Partners Investment Advisory, LLC	0.04%	Reduce -27.1%	90,770	$7.1M
Trinity Wealth Management, LLC	2.65%	Add +1.3%	90,133	$7.1M
Apollon Wealth Management, LLC	0.12%	Add +144.1%	89,345	$7.0M
Tandem Investment Partners LLC	5.73%	Reduce -0.4%	88,955	$7.0M
Continuum Advisory, LLC	0.73%	Reduce -31.6%	88,138	$6.9M
Shepherd Financial Partners LLC	0.66%	Reduce -7.2%	87,993	$6.9M
Ascension Capital Advisors, Inc.	2.68%	Add +0.6%	87,859	$6.9M
Q3 Asset Management	2.33%	Add +136.0%	86,831	$6.8M
Stone Summit Wealth LLC	1.91%	Add +268.8%	85,755	$6.7M
Copia Wealth Management	4.96%	Add +2.1%	85,152	$6.7M
E&G Advisors, LLC	1.55%	Add +0.8%	84,826	$6.6M
Commonwealth Financial Services, LLC	1.13%	Add +40.5%	84,566	$6.6M
Bradley Foster & Sargent Inc.	0.10%	Add +1.5%	84,183	$6.6M
Donald L. Hagan, LLC	3.23%	Reduce -6.3%	84,113	$6.6M
Manhattan West Asset Management, LLC	1.38%	Reduce -11.9%	83,134	$6.5M
Tudor Investment Corporation	0.04%	Add +87.6%	82,151	$6.4M
Clearview Wealth Advisors LLC	4.02%	Reduce -0.9%	80,066	$6.3M
Ciovacco Capital Management LLC	3.12%	Reduce -0.9%	79,107	$6.2M
Transcendent Capital Group LLC	2.73%	Add +0.0%	77,943	$6.1M
Moisand Fitzgerald Tamayo, LLC	0.72%	Reduce -1.1%	77,779	$6.1M
Horizon Wealth Management, LLC	0.89%	Reduce -0.3%	77,416	$6.1M
Spectrum Strategic Capital Management, LLC	3.59%	Reduce -12.3%	76,576	$6.0M
McKinley Carter Wealth Services, Inc.	0.31%	Reduce -2.1%	76,333	$6.0M
Blue Capital, Inc.	4.40%	Reduce -17.9%	75,552	$5.9M
HBK Sorce Advisory LLC	0.15%	Reduce -1.3%	75,139	$5.9M
Legacy Capital Group California, Inc.	1.48%	Reduce -1.2%	74,207	$5.8M
Brogan Financial, Inc.	2.47%	Add +5.0%	73,928	$5.8M
Spectrum Planning & Advisory Services Inc.	3.26%	Reduce -6.1%	73,614	$5.8M
Jackson, Grant Investment Advisers, Inc.	1.93%	Add +0.1%	73,584	$5.8M
Midwest Trust Co	0.07%	Add +0.9%	73,561	$5.8M
Bush Investment Group, LLC	3.40%	Add +3.5%	73,222	$5.7M
Courier Capital LLC	0.33%	Reduce -11.8%	72,478	$5.7M
O'shaughnessy Asset Management, LLC	0.03%	Add +52.7%	72,338	$5.7M
Bison Wealth, LLC	0.52%	Add +45.5%	71,037	$5.6M
Kanawha Capital Management LLC	0.39%	Add +0.8%	71,745	$5.6M
Modera Wealth Management, LLC	0.06%	Add +2.9%	70,950	$5.6M
Syntegra Private Wealth Group, LLC	0.52%	Add +0.5%	70,884	$5.6M
&partners	0.04%	Add +11.5%	70,827	$5.5M
Financial Guidance Group, Inc.	2.48%	Add +14.8%	70,468	$5.5M
J.W. Cole Advisors, Inc.	0.10%	Add +0.5%	69,274	$5.4M
Truefg, LLC	1.47%	Add +1.0%	67,973	$5.3M
Tilson Financial Group, Inc.	1.75%	Reduce -5.2%	67,901	$5.3M
BNP Paribas Financial Markets	0.00%	Add +189.9%	67,694	$5.3M
LifeWealth Investments, LLC	1.72%	Reduce -6.8%	66,679	$5.2M
Marathon Mission, Inc.	3.08%	Reduce -3.0%	65,872	$5.2M
Per Stirling Capital Management, LLC.	0.62%	Add +3.4%	65,751	$5.2M
Theory Financial LLC	1.81%	Add +15.2%	64,964	$5.1M
Maridea Wealth Management LLC	0.79%	New	64,493	$5.1M
Financial Security Advisor, Inc.	1.08%	Add +0.1%	64,843	$5.1M
Brown Miller Wealth Management, LLC	1.44%	Add +5.3%	64,767	$5.1M
Perigon Wealth Management, LLC	0.10%	Reduce -0.1%	64,647	$5.1M
Abound Wealth Management	1.25%	Add +18.3%	63,872	$5.0M
Lifeworks Advisors, LLC	0.67%	Reduce -0.9%	63,805	$5.0M
Etesian Wealth Advisors, Inc.	1.65%	Add +37.6%	63,745	$5.0M
Meridian Financial Advisors, LLC	2.81%	Add +6.5%	63,611	$5.0M
Catalina Capital Group, LLC	3.07%	Add +4.5%	63,535	$5.0M
Beaumont Financial Advisors, LLC	0.33%	Reduce -3.3%	63,201	$5.0M
Cushing Capital Partners, LLC	3.87%	Add +0.5%	63,023	$4.9M
Advisors Preferred, LLC	0.73%	No change	62,605	$4.9M
Compass Wealth Management LLC	1.10%	Add +2.9%	62,751	$4.9M
Alpha Financial Partners LLC	3.19%	Reduce -18.1%	62,685	$4.9M
Parcion Private Wealth LLC	0.31%	Reduce -23.3%	62,532	$4.9M
Parallel Advisors, LLC	0.09%	Add +1.3%	62,425	$4.9M
Vectors Research Management, LLC	1.54%	Reduce -2.2%	62,353	$4.9M
Traynor Capital Management, Inc.	0.28%	Reduce -0.4%	62,222	$4.9M
Gerber Kawasaki Wealth & Investment Management	0.17%	Reduce -22.7%	62,165	$4.9M
Prostatis Group LLC	1.22%	Add +12.9%	62,034	$4.9M
Prime Capital Investment Advisors, LLC	0.06%	Add +46.3%	61,997	$4.9M
NorthCrest Asset Manangement, LLC	0.11%	Add +21.4%	60,878	$4.8M
Ameritas Advisory Services, LLC	0.31%	Add +88.4%	61,154	$4.8M
GTS Securities LLC	0.18%	Add +58.0%	60,733	$4.8M
Perennial Advisors, LLC	0.81%	Add +36.7%	59,358	$4.7M
Redwood Investment Management, LLC	0.50%	Add +8.8%	58,536	$4.6M
Fonville Wealth Management LLC	1.03%	Reduce -3.3%	58,296	$4.6M
Sanchez Wealth Management Group	1.01%	Add +53.5%	58,074	$4.5M
Vestment Financial LLC	2.58%	Add +7.7%	57,351	$4.5M
Emergent Wealth Advisors, LLC	2.59%	Reduce -10.3%	56,972	$4.5M
National Wealth Management Group, LLC	1.68%	Add +14.0%	56,831	$4.5M
Robertson Stephens Wealth Management, LLC	0.13%	Reduce -10.7%	56,740	$4.4M
Lunt Capital Management, Inc.	1.68%	Reduce -0.6%	56,093	$4.4M
Bestgate Wealth Advisors, LLC	7.68%	Add +6.0%	55,499	$4.3M
HBK Investments L P	0.07%	New	54,870	$4.3M
Mission Wealth Management, LP	0.09%	Add +47.1%	54,647	$4.3M
Transcend Capital Advisors, LLC	0.30%	Add +2.0%	54,328	$4.3M
Aldebaran Financial Inc.	4.17%	Add +18.2%	53,162	$4.2M
A4 Wealth Advisors LLC	3.48%	—	52,720	$4.1M
Compass Financial Group, Inc.	1.85%	Add +6.6%	52,510	$4.1M
ACT Advisors, LLC.	1.65%	Reduce -5.3%	52,175	$4.1M
Balentine LLC	0.15%	Add +2.6%	52,140	$4.1M
First Trust Advisors LP	0.00%	Add +25.1%	52,131	$4.1M
GeoWealth Management, LLC	0.15%	Reduce -20.8%	52,086	$4.1M
Trademark Financial Management, LLC	2.37%	Add +8.4%	52,029	$4.1M
HF Advisory Group, LLC	1.49%	Add +2.4%	51,883	$4.1M
Beacon Financial Advisory LLC	0.94%	Add +6.3%	51,569	$4.0M
Synergy Investment Management, LLC	1.54%	Reduce -0.6%	51,369	$4.0M
Trek Financial, LLC	0.24%	Add +47.7%	50,777	$4.0M
Colton Groome Financial Advisors, LLC	1.22%	Add +0.8%	50,653	$4.0M
Bluestem Financial Advisors, LLC	1.55%	Add +0.1%	50,545	$4.0M
Old Second National Bank of Aurora	0.81%	Add +3.6%	50,192	$3.9M
Capital Investment Advisory Services, LLC	0.31%	Reduce -9.9%	49,692	$3.9M
Catalyst Private Wealth, LLC	1.70%	No change	49,489	$3.9M
Semitam Bonam LLC	3.44%	Add +0.2%	49,157	$3.9M
Napa Wealth Management	1.80%	Reduce -0.1%	49,126	$3.8M
Tempus Wealth Planning, LLC	0.88%	Reduce -8.4%	48,825	$3.8M
SK Wealth Management, LLC	1.42%	Add +57.6%	48,371	$3.8M
Latitude Advisors, LLC	1.73%	Reduce -4.3%	48,528	$3.8M
Federation des caisses Desjardins du Quebec	0.01%	Add +2.0%	48,352	$3.8M
Csenge Advisory Group	0.18%	Reduce -60.4%	48,303	$3.8M
High Probability Advisors, LLC	0.52%	Reduce -10.4%	48,288	$3.8M
Ritholtz Wealth Management	0.07%	Add +0.8%	48,231	$3.8M
Clarity Financial LLC	0.37%	Add +5.1%	48,208	$3.8M
Schrum Private Wealth Management LLC	2.76%	Reduce -2.3%	48,070	$3.8M
Regal Investment Advisors LLC	0.24%	Add +113.2%	47,704	$3.7M
Strategic Wealth Partners, Ltd.	0.28%	Add +692.6%	47,605	$3.7M
WealthPLAN Partners, LLC	0.56%	Add +12.7%	47,328	$3.7M
Alaska Wealth Advisors, LLC	0.48%	Reduce -1.1%	47,259	$3.7M
Strong Tower Advisory Services	0.70%	Add +2.5%	47,072	$3.7M
Smartleaf Asset Management LLC	0.23%	Add +7.8%	47,219	$3.7M
Dearborn Partners LLC	0.17%	Add +6.1%	46,407	$3.6M
Vise Technologies, Inc.	0.14%	Add +184.0%	46,395	$3.6M
Beacon Financial Group	0.36%	Add +0.9%	46,363	$3.6M
McHugh Group, LLC	2.19%	Add +0.5%	46,202	$3.6M
Brookwood Investment Group LLC	0.47%	Reduce -29.9%	46,029	$3.6M
Fiscal Wisdom Wealth Management, LLC	3.38%	—	45,460	$3.6M
Fourth Dimension Wealth, LLC	1.36%	Add +9.7%	45,418	$3.6M
Wescott Financial Advisory Group, LLC	0.32%	Reduce -5.0%	45,202	$3.5M
Cercano Management LLC	0.14%	New	45,151	$3.5M
Avantax Planning Partners, Inc.	0.10%	Reduce -1.7%	44,968	$3.5M
HWG Holdings LP	0.89%	Reduce -6.0%	44,741	$3.5M
Vickerman Investment Advisors, Inc.	0.71%	Reduce -0.9%	44,687	$3.5M
MBM Wealth Consultants, LLC	0.86%	Reduce -2.0%	44,376	$3.5M
Armstrong Advisory Group, Inc.	0.24%	Add +29.6%	44,085	$3.5M
Advyzon Investment Management, LLC	0.59%	Reduce -1.6%	43,929	$3.4M
Goodman Financial Corp	0.66%	Reduce -6.9%	43,572	$3.4M
Dakota Wealth Management	0.07%	Add +5.5%	43,561	$3.4M
MSH Capital Advisors LLC	0.91%	Reduce -11.8%	43,102	$3.4M
Lebenthal Global Advisors, LLC	0.58%	Add +7.0%	42,580	$3.3M
MN Wealth Advisors, LLC	1.77%	Add +10.5%	42,260	$3.3M
International Private Wealth Advisors LLC	2.08%	Add +5.7%	42,215	$3.3M
JNBA Financial Advisors	0.30%	Add +11.4%	42,157	$3.3M
JDM Financial Group LLC	1.38%	Reduce -11.1%	42,088	$3.3M
Annex Advisory Services, LLC	0.07%	Add +23.9%	42,001	$3.3M
Creative Financial Designs Inc.	0.22%	Reduce -24.4%	41,320	$3.2M
Orange Investment Advisors, Inc.	0.34%	Add +9.1%	41,103	$3.2M
Sovran Advisors, LLC	0.28%	Add +39.9%	39,939	$3.2M
Comerica Bank	0.01%	Add +1.8%	40,694	$3.2M
Apella Capital, LLC	0.07%	Reduce -2.1%	40,486	$3.1M
Intrepid Financial Planning Group LLC	1.19%	Reduce -0.5%	40,002	$3.1M
JSF Financial, LLC	0.69%	Reduce -3.8%	39,942	$3.1M
USAdvisors Wealth Management, LLC	1.08%	Reduce -1.7%	39,945	$3.1M
Titleist Asset Management, LLC	0.28%	Add +11.4%	39,933	$3.1M
RMR Wealth Builders	0.26%	Add +0.4%	39,833	$3.1M
Hutchinson Financial Advisors, INC	3.07%	Reduce -14.3%	39,898	$3.1M
Retirement Planning Group, LLC	0.11%	Reduce -5.0%	39,535	$3.1M
Renasant Bank	1.96%	No change	39,459	$3.1M
Fortitude Family Office, LLC	0.83%	Reduce -0.2%	39,207	$3.1M
Quantinno Capital Management LP	0.01%	Add +49.2%	39,199	$3.1M
Elm Partners Management LLC	0.15%	Add +15.9%	39,098	$3.1M
Qube Research & Technologies Ltd	0.00%	Add +253.9%	39,062	$3.1M
Gilbert & Cook, Inc.	0.39%	Add +1.0%	38,770	$3.0M
Novus Advisors, LLC	6.84%	Reduce -12.2%	38,032	$3.0M
Potomac Fund Management Inc.	0.13%	Add +64.5%	37,732	$3.0M
Citigroup Inc.	0.00%	Reduce -42.6%	37,699	$3.0M
C M Bidwell & Associates Ltd.	1.42%	Add +9.0%	37,631	$2.9M
YHB Investment Advisors, Inc.	0.22%	Add +22.4%	37,541	$2.9M
LexAurum Advisors, LLC	0.41%	Reduce -9.6%	37,021	$2.9M
American Investment Services, Inc.	0.70%	Reduce -1.3%	36,956	$2.9M
New Insight Wealth Advisors	1.09%	Add +53.7%	36,840	$2.9M
Arkadios Wealth Advisors	0.07%	Reduce -0.4%	36,718	$2.9M
Arista Wealth Management, LLC	0.36%	Reduce -0.7%	36,556	$2.9M
Verus Capital Partners, LLC	0.22%	Add +15.9%	36,476	$2.9M
Evolution Wealth Management Inc.	2.93%	Add +155.7%	36,459	$2.9M
Oregon Pacific Wealth Management, LLC	2.44%	Add +312.7%	36,041	$2.8M
Stratos Investment Management, LLC	0.12%	Add +0.1%	35,886	$2.8M
Worth Financial Advisory Group, LLC	1.56%	Reduce -0.6%	35,552	$2.8M
American Financial Advisors, LLC	0.36%	Add +236.7%	35,502	$2.8M
Schneider Downs Wealth Management Advisors, LP	0.32%	Reduce -0.9%	34,814	$2.7M
Westover Capital Advisors, LLC	0.50%	Reduce -3.8%	34,576	$2.7M
Compound Planning, Inc.	0.09%	Reduce -18.0%	34,562	$2.7M
Vivid Wealth Management, LLC	1.05%	Add +1.4%	33,604	$2.6M
Pitti Group Wealth Management, LLC	2.21%	Reduce -1.5%	33,120	$2.6M
Nicolet Advisory Services, LLC	0.20%	Add +12.9%	32,767	$2.6M
Synergy Asset Management, LLC	0.09%	Add +193.4%	34,146	$2.5M
Kingswood Wealth Advisors, LLC	0.15%	Add +11.0%	32,420	$2.5M
SHUTTLEWORTH & Co	2.30%	—	32,365	$2.5M
Private Trust Co. NA	0.22%	Reduce -9.9%	31,864	$2.5M
CAP Partners, LLC	1.40%	Add +4.1%	31,566	$2.5M
Metis Global Partners, LLC	0.06%	Add +17.9%	31,409	$2.5M
ETF Store, Inc.	2.61%	Add +21.3%	31,395	$2.5M
Insight Advisors, LLC/ PA	0.37%	Add +30.8%	31,170	$2.4M
Facet Wealth, Inc.	0.05%	Add +8.9%	31,131	$2.4M
Butensky & Cohen Financial Security, Inc.	0.68%	Reduce -1.7%	30,991	$2.4M
Triumph Capital Management	0.65%	New	30,756	$2.4M
PFG Private Wealth Management, LLC	1.06%	Add +332.1%	30,427	$2.4M
Integrity Wealth Solutions LLC	1.06%	Reduce -5.4%	30,427	$2.4M
Key Client Fiduciary Advisors, LLC	0.80%	Add +1.4%	30,231	$2.4M
Pinnacle Family Advisors, LLC	1.03%	Reduce -3.7%	30,177	$2.4M
Fullcircle Wealth LLC	0.83%	Add +11.8%	29,616	$2.4M
Sterling Financial Group, Inc.	0.74%	No change	30,000	$2.4M
Silverlake Wealth Management LLC	0.58%	Add +39.7%	29,994	$2.3M
Strategic Financial Concepts, LLC	0.34%	Add +480.9%	29,983	$2.3M
Hofer & Associates. Inc	1.34%	Add +34.6%	29,969	$2.3M
Schwallier Wealth Management LLC	1.46%	Add +9.1%	29,890	$2.3M
Great Lakes Retirement, Inc.	0.25%	Reduce -12.0%	29,490	$2.3M
October Effect Ltd	2.54%	Add +5.0%	29,411	$2.3M
Kavar Capital Partners Group, LLC	0.31%	Add +0.7%	29,326	$2.3M
Davidson Kempner Capital Management LP	0.05%	New	29,074	$2.3M
Narus Financial Partners, LLC	0.62%	Add +3.3%	29,045	$2.3M
NewEdge Wealth, LLC	0.03%	Add +0.4%	28,488	$2.3M
Realta Investment Advisors	0.75%	Reduce -4.6%	28,802	$2.3M
SMART Wealth LLC	0.85%	Add +7.0%	28,669	$2.2M
Verdence Capital Advisors LLC	0.13%	Add +105.5%	27,840	$2.2M
WealthShield Partners, LLC	0.25%	Add +0.4%	28,577	$2.2M
Aspen Wealth Management LLC	0.50%	Add +0.3%	28,501	$2.2M
Medallion Wealth Advisors, LLC	0.78%	Reduce -0.3%	27,909	$2.2M
Teamwork Financial Advisors, LLC	0.23%	Reduce -3.6%	27,476	$2.2M
Financial Advisory Partners, LLC	0.63%	Reduce -4.1%	27,343	$2.1M
Prospect Financial Services LLC	1.23%	Add +2.3%	27,275	$2.1M
U.S. Capital Wealth Advisors, LLC	0.06%	Add +0.2%	27,211	$2.1M
SBI Securities Co., Ltd.	0.05%	Reduce -7.6%	27,130	$2.1M
Stegent Equity Advisors, Inc.	1.73%	Add +1.4%	27,080	$2.1M
Connecticut Wealth Management, LLC	0.09%	Reduce -8.8%	26,955	$2.1M
Corsicana & Co.	1.18%	—	26,750	$2.1M
Frisco Financial Planning LLC	1.77%	Reduce -2.0%	26,546	$2.1M
Barnes Wealth Management Group, Inc	1.14%	Add +2.6%	26,529	$2.1M
HORAN Wealth, LLC	0.33%	New	26,514	$2.1M
Raab & Moskowitz Asset Management LLC	0.46%	Reduce -1.1%	26,412	$2.1M
Koshinski Asset Management, Inc.	0.15%	Add +4.5%	26,207	$2.1M
TrueWealth Advisors, LLC	0.55%	Add +1.2%	26,173	$2.1M
Rooted Wealth Advisors, Inc.	0.62%	Reduce -0.3%	26,013	$2.0M
Insigneo Advisory Services, LLC	0.14%	Reduce -1.5%	25,972	$2.0M
Jane Street Group, LLC	0.00%	Reduce -77.7%	25,810	$2.0M
Vista Investment Management	0.70%	Reduce -0.8%	25,524	$2.0M
Pinion Investment Advisors, LLC	0.54%	Reduce -2.3%	25,022	$2.0M
Crestwood Advisors Group, LLC	0.03%	Reduce -0.1%	25,392	$2.0M
Bleakley Financial Group, LLC	0.05%	Add +26.9%	25,382	$2.0M
Savvy Advisors, Inc.	0.09%	Reduce -5.0%	25,350	$2.0M
Fulcrum Capital LLC	0.41%	No change	25,338	$2.0M
Red Crane Wealth Management, LLC	1.67%	Add +0.3%	25,290	$2.0M
Root Financial Partners, LLC	0.12%	Add +9.7%	25,073	$2.0M
Cascade Financial Partners, LLC	0.22%	Reduce -0.7%	25,019	$2.0M
BankPlus Trust Department	0.52%	Reduce -20.2%	25,008	$2.0M
Momentum Wealth Planning, LLC	1.55%	Reduce -7.7%	24,966	$2.0M
Prosperity Consulting Group, LLC	0.10%	New	24,956	$2.0M
Exencial Wealth Advisors, LLC	0.06%	Add +1.9%	24,943	$2.0M
Access Financial Services, Inc.	0.71%	Add +2.3%	24,941	$2.0M
Dentgroup LLC	1.26%	Reduce -6.2%	24,921	$2.0M
PKS Advisory Services, LLC	0.45%	Add +39.5%	13,865	$1.9M
Edgestream Partners, L.P.	0.06%	New	24,710	$1.9M
Harmony Asset Management LLC	0.66%	Reduce -0.0%	24,595	$1.9M
Shaker Investments LLC	0.77%	Add +12.2%	24,459	$1.9M
Sentinel Pension Advisors, LLC	0.31%	Add +0.0%	24,445	$1.9M
Treasure Coast Financial Planning	1.07%	Reduce -4.0%	24,411	$1.9M
Sei Investments Co.	0.00%	Add +384.1%	24,352	$1.9M
Foronjy Financial LLC	0.84%	Add +7.5%	24,346	$1.9M
Migdal Insurance & Financial Holdings Ltd.	0.02%	No change	24,345	$1.9M
Redwood Financial Network Corp	1.20%	Reduce -7.3%	24,196	$1.9M
Journey Strategic Wealth LLC	0.05%	Add +1.1%	24,172	$1.9M
Neuberger Berman Group LLC	0.00%	Add +1.5%	24,119	$1.9M
MFG Wealth Management, Inc.	1.43%	Reduce -34.9%	24,093	$1.9M
Evanson Asset Management, LLC	0.11%	Add +3.9%	24,069	$1.9M
Sig Brokerage, LP	0.47%	No change	24,000	$1.9M
Heritage Family Offices, LLP	0.87%	Reduce -13.0%	23,820	$1.9M
Fermata Advisors, LLC	0.47%	Reduce -7.7%	23,691	$1.9M
CGN Advisors LLC	0.15%	Add +16.8%	23,655	$1.9M
Nations Financial Group Inc, /Ia/	0.12%	Reduce -2.3%	23,564	$1.8M
Holistic Financial Partners	0.75%	No change	23,328	$1.8M
Sigma Planning Corp	0.05%	Add +6.8%	23,233	$1.8M
Cape Investment Advisory, Inc.	1.75%	Reduce -19.2%	22,694	$1.8M
Triton Financial Group Inc	1.18%	Add +0.3%	22,517	$1.8M
Spirepoint Private Client, LLC	0.18%	Add +0.7%	22,289	$1.7M
Puff Wealth Management, LLC	2.65%	Add +256.9%	22,280	$1.7M
One Capital Management, LLC	0.06%	Reduce -28.4%	22,260	$1.7M
Woodmont Investment Counsel LLC	0.12%	Reduce -6.3%	22,173	$1.7M
Gries Financial LLC	0.27%	Reduce -14.4%	22,109	$1.7M
Secure Asset Management, LLC	0.29%	Reduce -8.6%	22,022	$1.7M
Coldstream Capital Management Inc.	0.02%	Reduce -2.5%	22,096	$1.7M
APS Management Group, Inc.	1.53%	—	22,090	$1.7M
RDA Financial Network	0.43%	Add +17.4%	22,080	$1.7M
Whittier Trust Co.	0.02%	No change	21,811	$1.7M
Richard W. Paul & Associates, LLC	0.58%	Reduce -14.7%	21,786	$1.7M
RIA Advisory Group LLC	0.43%	New	21,284	$1.7M
Hershey Financial Advisers, LLC	1.42%	New	21,195	$1.7M
LBMC Investment Advisors, LLC	0.11%	Add +0.5%	21,138	$1.7M
Brass Tax Wealth Management, Inc.	0.27%	Add +2.4%	20,971	$1.6M
Hilltop Holdings Inc.	0.09%	Add +2.7%	20,969	$1.6M
Ranch Capital Advisors Inc.	0.64%	Reduce -0.3%	20,953	$1.6M
Moors & Cabot, Inc.	0.07%	Add +1.1%	20,832	$1.6M
Ieq Capital, LLC	0.00%	Add +130.7%	20,793	$1.6M
Collier Financial	1.22%	—	20,738	$1.6M
Stonebridge Financial Group, LLC	0.14%	Add +56.1%	20,652	$1.6M
Twin Peaks Wealth Advisors, LLC	0.55%	Reduce -1.1%	20,647	$1.6M
Norden Group LLC	0.16%	Add +0.4%	20,515	$1.6M
Estate Counselors, LLC	0.14%	Add +0.0%	20,506	$1.6M
Concord Wealth Partners	0.22%	Add +2.3%	20,423	$1.6M
Envestnet Portfolio Solutions, Inc.	0.01%	Reduce -5.0%	20,376	$1.6M
Acorn Wealth Advisors, LLC	0.50%	Add +6.1%	20,317	$1.6M
Wilkins Miller Wealth Management, LLC	0.98%	Add +5.8%	20,282	$1.6M
FWG Investments, LLC.	1.09%	Reduce -22.5%	20,222	$1.6M
GoalVest Advisory LLC	0.33%	No change	20,117	$1.6M
Caitlin John, LLC	1.09%	Add +38.7%	20,071	$1.6M
Focus Partners Advisor Solutions, LLC	0.02%	Reduce -75.1%	19,445	$1.5M
M Holdings Securities, Inc.	0.33%	Reduce -76.4%	19,742	$1.5M
CIBC Bancorp USA Inc.	0.01%	—	19,598	$1.5M
Investor's Fiduciary Advisor Network, LLC	0.52%	Reduce -4.8%	19,470	$1.5M
Peck Wealth Management, LLC	1.45%	—	19,409	$1.5M
Prosperity Financial Group, Inc.	0.56%	Add +8.5%	19,369	$1.5M
Wealth Group Ltd	0.35%	Reduce -19.2%	19,250	$1.5M
CIBC Private Wealth Group LLC	0.00%	Add +8.7%	19,249	$1.5M
Watershed Private Wealth LLC	0.48%	Reduce -0.4%	19,221	$1.5M
Gould Capital, LLC	0.93%	Add +695.9%	19,196	$1.5M
Cardiff Park Advisors, LLC	0.12%	Add +42.1%	19,184	$1.5M
Imprint Wealth LLC	4.79%	—	19,098	$1.5M
Smith, Moore & Co.	0.11%	Reduce -1.9%	19,049	$1.5M
Hartford Financial Management Inc.	0.39%	Add +113.0%	18,976	$1.5M
Cooper Financial Group	0.16%	Reduce -9.8%	18,947	$1.5M
Orin Green Financial, LLC	0.59%	Reduce -0.6%	18,842	$1.5M
Concord Asset Management, LLC	0.27%	Reduce -5.6%	18,831	$1.5M
Bensler, LLC	0.15%	Add +4.8%	18,621	$1.5M
EverSource Wealth Advisors, LLC	0.06%	Add +12.9%	18,602	$1.5M
Nemes Rush Group LLC	0.14%	Add +32.2%	18,447	$1.4M
Arvest Investments, Inc.	0.21%	Reduce -2.4%	18,406	$1.4M
Legacy Edge Advisors, LLC	0.17%	Reduce -7.7%	18,243	$1.4M
Headlands Technologies LLC	0.11%	Add +196.8%	17,838	$1.4M
Kathmere Capital Management, LLC	0.10%	Reduce -4.7%	17,767	$1.4M
Vanguard Group Inc.	0.00%	Add +31.9%	17,658	$1.4M
Quest 10 Wealth Builders, Inc.	1.27%	Reduce -3.2%	17,559	$1.4M
Resonant Capital Advisors, LLC	0.08%	No change	17,515	$1.4M
Pallas Capital Advisors LLC	0.05%	Reduce -3.3%	17,284	$1.4M
MAI Capital Management	0.01%	Reduce -42.7%	17,280	$1.4M
Landmark Wealth Management, LLC	0.54%	Reduce -0.3%	17,274	$1.4M
United Advisor Group, LLC	0.18%	Add +2.4%	17,251	$1.4M
Anchor Investment Management, LLC	0.11%	Add +0.9%	17,194	$1.3M
Clear Point Advisors Inc.	1.04%	Add +1.4%	17,122	$1.3M
Hutchens & Kramer Investment Management Group, LLC	0.52%	Add +0.2%	16,965	$1.3M
Ascentis Independent Advisors	0.22%	Reduce -2.0%	16,793	$1.3M
Kestra Private Wealth Services, LLC	0.02%	Add +36.6%	16,788	$1.3M
Brighton Jones LLC	0.03%	Add +55.1%	16,631	$1.3M
W.H. Cornerstone Investments Inc.	0.79%	Add +0.0%	16,608	$1.3M
Davies Financial Advisors, Inc.	1.05%	Reduce -0.5%	16,578	$1.3M
Sax Wealth Advisors, LLC	0.07%	Reduce -1.0%	16,515	$1.3M
Axiom Financial Strategies, LLC	0.55%	New	16,432	$1.3M
Brio Consultants, LLC	0.18%	Add +20.7%	16,381	$1.3M
360 Financial, Inc.	0.41%	Reduce -1.5%	16,310	$1.3M
Jaffetilchin Investment Partners, LLC	0.08%	Reduce -2.2%	16,246	$1.3M
Professional Financial Advisors, LLC	0.27%	Reduce -0.4%	16,221	$1.3M
Flagship Private Wealth, LLC	0.51%	Add +52.7%	16,194	$1.3M
Millennium Capital Advisors, LLC	0.77%	Add +19.6%	16,177	$1.3M
Invested Advisors	1.84%	—	18,186	$1.3M
Bluesphere Advisors LLC	0.58%	Reduce -7.3%	16,079	$1.3M
Private Advisory Group LLC	0.11%	Add +200.1%	16,068	$1.3M
Redhawk Wealth Advisors, Inc.	0.15%	Reduce -0.2%	15,996	$1.3M
Summit Investment Advisory Services, LLC	0.49%	Add +7.6%	15,860	$1.2M
QRG Capital Management, Inc.	0.01%	Add +62.9%	15,817	$1.2M
Cherry Tree Wealth Management, LLC	0.27%	No change	15,668	$1.2M
Ayalon Insurance Comp Ltd.	0.31%	New	15,660	$1.2M
tru Independence LLC	0.32%	Add +25.0%	15,625	$1.2M
Voisard Asset Management Group, Inc.	0.28%	Reduce -39.0%	15,530	$1.2M
Fortis Capital Advisors, LLC	0.19%	New	15,342	$1.2M
Onyx Bridge Wealth Group LLC	0.13%	Add +44.2%	15,268	$1.2M
Quadcap Wealth Management, LLC	0.14%	Reduce -6.2%	15,235	$1.2M
WealthCare Investment Partners, LLC	0.39%	Add +2.4%	15,125	$1.2M
Spire Wealth Management	0.04%	Add +59.1%	15,084	$1.2M
Fulcrum Equity Management	1.19%	Add +14.6%	15,022	$1.2M
Keystone Wealth Services, LLC	0.26%	No change	15,000	$1.2M
ZEGA Investments, LLC	0.27%	Add +2.0%	14,977	$1.2M
Financial Management Network Inc.	0.19%	Reduce -3.0%	14,820	$1.2M
Serenus Wealth Advisors, LLC	0.20%	No change	14,881	$1.2M
Signet Financial Management, LLC	0.13%	Reduce -0.0%	14,786	$1.2M
Fingerlakes Wealth Management, Inc.	0.75%	Reduce -7.1%	14,738	$1.2M
Caliber Wealth Management, LLC / KS	0.13%	Add +15.5%	14,735	$1.2M
Thompson Davis & Co., Inc.	0.71%	Add +28.4%	14,700	$1.2M
Retirement Planning Co of New England, Inc.	0.46%	Add +1.1%	14,668	$1.1M
Whelan Financial	0.36%	New	14,484	$1.1M
Leigh Baldwin & Co., LLC	0.64%	Reduce -8.3%	14,483	$1.1M
Hengehold Capital Management LLC	0.10%	New	14,425	$1.1M
Trivant Custom Portfolio Group, LLC	0.57%	Add +8.1%	14,200	$1.1M
Nikulski Financial, Inc.	0.28%	Reduce -0.1%	14,175	$1.1M
Legacy Capital Wealth Partners, LLC	0.24%	Reduce -23.1%	14,160	$1.1M
TLWM	0.20%	Reduce -0.2%	14,159	$1.1M
WealthPlan Investment Management, LLC	0.07%	Reduce -90.5%	13,937	$1.1M
Embree Financial Group	0.15%	Add +0.2%	13,864	$1.1M
4WEALTH Advisors, Inc.	1.00%	Add +58.3%	13,861	$1.1M
Summit Financial Consulting LLC	0.87%	Add +16.3%	13,855	$1.1M
Laurel Wealth Planning LLC	0.57%	Reduce -24.6%	13,694	$1.1M
Resurgent Financial Advisors LLC	0.52%	Add +9.2%	13,503	$1.1M
Wealthgarden F.S. LLC	0.75%	Add +16.3%	13,268	$1.0M
New England Asset Management Inc.	0.14%	New	13,330	$1.0M
MBE Wealth Management, LLC	0.45%	Reduce -2.5%	13,295	$1.0M
Community Bank, N.A.	0.13%	Reduce -3.5%	13,214	$1.0M
Confluence Wealth Services, Inc.	0.05%	Reduce -0.1%	13,090	$1.0M
Wells Financial Advisors INC	1.36%	Reduce -9.8%	13,015	$1.0M
Deutsche Bank AG	0.00%	Add +0.5%	13,002	$1.0M
Mason Investment Advisory Services, Inc.	0.05%	Reduce -0.5%	12,988	$1.0M
Clearstead Advisors, LLC	0.01%	Add +4.2%	12,951	$1.0M
Accurate Wealth Management, LLC	0.13%	Add +16.3%	12,971	$1.0M
True Vision MN LLC	0.52%	Reduce -2.2%	12,731	$997K
Transce3nd, LLC	8.90%	Reduce -84.0%	16,605	$996K
Consolidated Portfolio Review Corp	0.12%	Add +6.7%	12,642	$992K
Baker Tilly Wealth Management, LLC	0.22%	Reduce -3.4%	12,665	$992K
Tiaa Trust, National Association	0.00%	Add +73.3%	12,616	$988K
AssuredPartners Investment Advisors, LLC	0.22%	Reduce -1.4%	12,607	$988K
FreeGulliver LLC	0.44%	Reduce -1.3%	12,525	$981K
AMJ Financial Wealth Management	0.24%	Reduce -2.0%	12,505	$980K
Liberty Wealth Management LLC	0.14%	Add +7.7%	12,486	$978K
Sfm, LLC	0.57%	Reduce -2.0%	12,444	$975K
Rockwood Wealth Management, LLC	0.08%	Add +0.0%	12,389	$971K
Chemistry Wealth Management LLC	0.19%	Add +19.3%	12,369	$969K
Jacobson & Schmitt Advisors, LLC	0.17%	Reduce -2.1%	12,331	$966K
HRT Financial LP	0.00%	New	12,281	$962K
Capital Advisors, Ltd. LLC	0.11%	Reduce -0.9%	12,156	$952K
Avior Wealth Management, LLC	0.03%	Reduce -13.3%	12,066	$945K
Schorn Wealth LLC	0.29%	Reduce -3.2%	12,047	$944K
Stratos Wealth Advisors, LLC	0.04%	Reduce -2.1%	11,884	$931K
PCA Investment Advisory Services Inc.	0.34%	Reduce -0.2%	11,859	$929K
Beckerman Institutional, LLC	0.55%	Add +0.8%	11,850	$928K
Deane Retirement Strategies, Inc.	0.40%	Add +1.4%	11,793	$924K
World Equity Group, Inc.	0.21%	Add +17.9%	11,760	$921K
Next Level Wealth Planning, LLC	0.52%	No change	11,758	$921K
Emerald Advisors, LLC	0.12%	Add +3.4%	11,733	$919K
Donaldson Capital Management, LLC	0.03%	New	11,724	$918K
Empirical Asset Management, LLC	0.25%	Add +0.1%	12,051	$917K
Seeds Investor LLC	0.19%	New	11,700	$917K
Vantage Investment Partners, LLC	0.06%	Reduce -58.3%	11,641	$912K
Destiny Capital Corp	0.50%	Reduce -3.5%	11,599	$909K
Invst, LLC	0.10%	Reduce -3.1%	11,536	$904K
Copley Financial Group, Inc.	0.62%	Reduce -7.4%	11,480	$899K
Investments & Financial Planning, LLC	0.49%	Reduce -6.7%	11,470	$899K
Wealthfront Advisers LLC	0.00%	Add +260.6%	11,420	$895K
William Mack & Associates, Inc.	0.48%	Add +0.8%	11,370	$891K
GK Wealth Management LLC	0.66%	Add +2.7%	11,341	$888K
D.A. Davidson & Co.	0.01%	Reduce -2.6%	11,328	$887K
MGB Wealth Management, LLC	0.25%	Add +39.6%	11,258	$882K
Five Oceans Advisors	0.32%	Reduce -5.7%	11,245	$881K
Fiduciary Alliance LLC	0.06%	Add +21.8%	11,054	$866K
KPP Advisory Services LLC	0.13%	Add +2.0%	11,011	$863K
Roman Butler Fullerton & Co.	0.23%	Reduce -13.2%	10,643	$861K
Lockerman Financial Group, Inc.	1.08%	Add +0.0%	10,981	$860K
Berger Financial Group, Inc	0.05%	Add +0.3%	10,874	$852K
Crew Capital Management, Ltd	0.57%	Reduce -6.0%	10,810	$847K
G&S Capital LLC	0.31%	New	10,798	$846K
Hemenway Trust Co LLC	0.06%	No change	10,787	$845K
Citadel Advisors	0.00%	Reduce -97.9%	10,739	$841K
Vermillion & White Wealth Management Group, LLC	0.48%	Reduce -6.0%	10,739	$841K
Stokes Family Office, LLC	0.08%	Add +29.3%	10,660	$835K
Signal Tree Financial Partners LLC	0.66%	Reduce -0.3%	10,619	$835K
SFG Wealth Management, LLC.	0.36%	New	10,645	$834K
Reliant Investment Partners, LLC	0.65%	No change	10,494	$826K
Gotham Asset Management	0.00%	No change	10,542	$826K
MJT & Associates Financial Advisory Group, Inc.	0.67%	Reduce -29.4%	10,497	$822K
Exit Wealth Advisors, LLC.	0.55%	—	10,468	$820K
Simon Quick Advisors, LLC	0.04%	New	10,335	$810K
HBW Advisory Services LLC	0.09%	Reduce -3.0%	10,276	$805K
Atlantic Union Bankshares Corp	0.02%	No change	10,257	$804K
Arlington Trust Co LLC	0.14%	No change	10,195	$799K
Stevens Capital Partners	0.24%	Reduce -0.1%	10,188	$798K
Impact Partnership Wealth, LLC	0.12%	Add +44.4%	10,167	$796K
Summit Global Investments	0.05%	Reduce -7.3%	10,151	$795K
American Money Management, LLC	0.13%	Reduce -3.2%	10,147	$795K
Corrado Advisors, LLC	0.43%	Reduce -1.3%	10,122	$793K
Trilogy Capital Inc.	0.04%	Add +4.4%	10,097	$791K
Evernest Financial Advisors, LLC	0.22%	Add +24.3%	10,001	$783K
Coordinated Financial Services, Inc.	0.51%	Add +0.2%	9,960	$780K
TD Waterhouse Canada Inc.	0.01%	Add +1504.7%	9,901	$780K
Chris Bulman Inc	0.39%	Add +21.5%	9,946	$779K
Wellment Financial	0.92%	Reduce -19.1%	9,936	$778K
LongView Wealth Management	0.21%	Reduce -9.8%	9,915	$777K
SteelPeak Wealth, LLC	0.03%	Add +211.3%	9,892	$775K
Johnson Investment Counsel Inc.	0.01%	Add +3.0%	9,883	$774K
Hughes Financial Services, LLC	0.12%	Add +4.1%	9,649	$773K
Magnus Financial Group LLC	0.06%	Reduce -0.2%	9,750	$764K
Key Financial Inc	0.14%	Add +0.6%	9,668	$760K
United Capital Financial Advisors, LLC	0.01%	Reduce -10.4%	9,658	$757K
Harbor Group, Inc.	0.12%	New	9,649	$756K
Riggs Asset Managment Co. Inc.	0.16%	Add +431.9%	9,622	$754K
Stewardship Advisors, LLC	0.18%	Reduce -21.3%	9,617	$753K
Synovus Financial Corp.	0.01%	Add +6.0%	9,592	$751K
Global X Japan Co., Ltd.	0.06%	Add +3.2%	9,560	$749K
Optimist Retirement Group LLC	0.34%	Add +0.2%	9,553	$747K
Cranbrook Wealth Management, LLC	0.15%	Add +9.3%	9,501	$744K
Smith Asset Management Co., LLC	0.63%	Add +44.6%	9,371	$742K
Leverty Financial Group, LLC	0.19%	Reduce -13.8%	9,469	$742K
Summit Financial Strategies, Inc.	0.06%	Add +46.1%	9,453	$741K
Laurel Wealth Advisors LLC	0.10%	Reduce -0.9%	9,380	$735K
Regimen Wealth, LLC	0.22%	Reduce -3.5%	9,365	$733K
Inspire Advisors, LLC	0.07%	Add +0.3%	9,286	$727K
Allworth Financial LP	0.00%	Add +9.7%	9,250	$725K
AlTi Global, Inc.	0.02%	Reduce -23.9%	9,068	$710K
Mission Creek Capital Partners, Inc.	0.14%	No change	9,009	$706K
Capital Planning Advisors, LLC	0.10%	Reduce -2.9%	8,983	$704K
Outlook Wealth Advisors, LLC	0.17%	Reduce -2.0%	8,965	$702K
High Note Wealth, LLC	0.14%	Add +8.7%	8,894	$697K
Capital Investment Advisors, LLC	0.01%	Add +2.0%	8,861	$694K
Gallagher Fiduciary Advisors, LLC	0.03%	Add +85.1%	8,778	$688K
Optima Capital LLC	0.33%	Reduce -2.0%	8,615	$675K
Sovereign Financial Group, Inc.	0.12%	Add +0.1%	8,286	$649K
Beta Wealth Group, Inc.	0.25%	Reduce -73.0%	8,235	$645K
Global Trust Asset Management, LLC	0.29%	Add +151.4%	8,202	$643K
Fisher Asset Management	0.00%	Reduce -31.8%	8,094	$634K
Keybank National Association	0.00%	No change	8,059	$631K
Uptick Partners, LLC	0.17%	Add +32.7%	8,023	$629K
LOM Asset Management Ltd	0.19%	No change	8,000	$627K
Global Strategic Investment Solutions, LLC	0.06%	No change	8,000	$627K
Meeder Advisory Services, Inc.	0.03%	Reduce -12.8%	7,999	$627K
Kingdom Financial Group LLC.	0.38%	Reduce -12.3%	7,979	$625K
Wedmont Private Capital	0.02%	Add +133.2%	7,938	$625K
JPL Wealth Management, LLC	0.15%	New	7,971	$624K
Defined Wealth Management, LLC	0.36%	Add +4.7%	7,928	$621K
Precision Wealth Strategies, LLC	0.20%	Reduce -15.7%	7,912	$620K
Plante Moran Financial Advisors, LLC	0.04%	Add +3.2%	7,905	$619K
Twin Focus Capital Partners, LLC	0.08%	New	7,888	$618K
Strategic Investment Advisors / MI	0.06%	Add +1936.0%	111,310	$616K
Boothbay Fund Management, LLC	0.02%	Reduce -8.2%	7,800	$611K
Abundance Wealth Counselors	0.10%	Reduce -9.3%	7,752	$607K
Altrius Capital Management Inc	0.14%	Reduce -25.8%	7,729	$605K
Presper Financial Architects, LLC	0.35%	No change	7,707	$604K
Plan A Wealth LLC	0.30%	Reduce -56.9%	7,580	$594K
MJP Associates Inc.	0.08%	Reduce -0.2%	7,548	$591K
Commerce Bank	0.00%	Reduce -10.7%	7,534	$590K
Opulen Financial Group LLC	0.45%	Add +0.3%	7,499	$588K
Lavaca Capital LLC	0.11%	Add +40.1%	7,491	$587K
Talisman Wealth Advisors LLC	0.49%	Reduce -0.9%	7,476	$586K
Asset Dedication, LLC	0.04%	Reduce -3.4%	7,475	$586K
Jacobi Capital Management LLC	0.04%	Reduce -4.1%	7,446	$583K
Acropolis Investment Management, LLC	0.03%	No change	7,979	$580K
Raleigh Capital Management Inc.	0.22%	Reduce -5.4%	7,401	$580K
Signature Estate & Investment Advisors LLC	0.01%	New	7,387	$579K
Clarity Asset Management, Inc.	0.32%	Add +34.0%	7,370	$577K
Cypress Financial Planning LLC	0.18%	Add +12.7%	7,361	$577K
Virtue Capital Management, LLC	0.09%	New	13,061	$575K
Riversedge Advisors, LLC	0.10%	Add +5.8%	7,317	$573K
Jefferies Financial Group Inc.	0.01%	Add +0.4%	7,216	$565K
SageView Advisory Group, LLC	0.02%	Add +5.9%	7,200	$564K
Forvis Mazars Wealth Advisors, LLC	0.01%	Add +0.6%	7,184	$563K
Wedbush Securities Inc.	0.02%	Add +11.4%	7,131	$559K
Colonial River Investments, LLC	0.21%	Reduce -2.1%	7,133	$559K
Threadgill Financial, LLC	0.27%	Reduce -61.3%	7,044	$552K
Fiduciary Financial Group, LLC	0.09%	Reduce -3.0%	7,036	$551K
StoneX Group Inc.	0.02%	Add +14.6%	7,018	$550K
Curbstone Financial Management Corp	0.11%	No change	7,000	$548K
Portland Financial Advisors Inc	1.16%	Reduce -3.2%	6,971	$546K
Pure Financial Advisors, LLC	0.01%	Reduce -3.6%	6,946	$544K
Three Seasons Wealth, LLC	0.05%	New	6,882	$539K
Trivium Point Advisory, LLC	0.06%	Reduce -4.5%	6,872	$538K
Accredited Investors Inc.	0.03%	No change	6,830	$535K
Provident Wealth Management, LLC	0.16%	Add +4.5%	6,753	$529K
Kestra Investment Management, LLC	0.01%	Add +4.0%	6,699	$525K
Bailard, Inc.	0.01%	Reduce -12.1%	6,653	$521K
Drucker Wealth 3.0, LLC	0.09%	Reduce -2.0%	6,636	$520K
M&T Bank Corp	0.00%	Add +13.4%	6,621	$519K
Advisors Capital Management, LLC	0.01%	Reduce -2.4%	6,619	$519K
Monograph Wealth Advisors, LLC	0.05%	Add +74.5%	6,536	$512K
PAX Financial Group, LLC	0.09%	Reduce -3.2%	6,511	$510K
Relyea Zuckerberg Hanson LLC	0.05%	Add +0.3%	6,499	$509K
von Borstel & Associates, Inc.	0.08%	New	6,357	$509K
Prospera Financial Services Inc	0.01%	Reduce -10.9%	6,470	$507K
Wayfinding Financial, LLC	0.22%	Reduce -2.5%	6,477	$507K
B. Riley Wealth Advisors, Inc.	0.02%	Reduce -23.5%	6,428	$504K
Southland Equity Partners LLC	0.10%	Add +62.2%	6,425	$503K
Country Club Bank	0.03%	No change	6,412	$501K
Northstar Advisory Group, LLC	0.20%	Add +4.2%	6,345	$497K
Milestone Asset Management Group, LLC	0.31%	Add +65.5%	6,339	$497K
MY Wealth Management Inc.	0.43%	No change	6,301	$494K
Destiny Wealth Partners, LLC	0.06%	Add +0.9%	6,189	$485K
Legacy Financial Group LLC	0.06%	Add +4.6%	6,176	$484K
Northstar Group, Inc.	0.07%	No change	6,175	$484K
Zacks Investment Management	0.00%	Add +48.8%	6,170	$483K
Mosaic Family Wealth Partners, LLC	0.06%	New	6,188	$483K
Orgel Wealth Management, LLC	0.01%	Add +11.3%	6,155	$482K
FLC Capital Advisors	0.09%	Reduce -1.8%	6,151	$482K
Trust Co of the South	0.08%	No change	6,079	$476K
CPC Advisors, LLC	0.05%	No change	6,079	$476K
Shira Ridge Wealth Management	0.20%	Add +8.2%	6,051	$474K
Integrated Advisors Network LLC	0.02%	Reduce -1.8%	6,040	$473K
AlphaCore Capital LLC	0.02%	Add +6840.2%	6,038	$473K
Sharkey, Howes & Javer	0.06%	New	6,007	$471K
Ironwood Financial, llc	0.08%	No change	5,975	$468K
Liberty Capital Management, Inc.	0.09%	No change	5,954	$466K
Vigilare Wealth Management	0.16%	Reduce -22.9%	5,952	$466K
Buck Wealth Strategies, LLC	0.06%	Add +0.8%	5,952	$466K
Visionary Horizons, LLC	0.26%	Add +1.9%	5,924	$464K
Wilson & Boucher Capital Management, LLC	0.30%	No change	5,900	$462K
Wealth Alliance, LLC	0.05%	New	5,894	$462K
Capital Asset Advisory Services LLC	0.02%	Reduce -0.1%	5,854	$459K
Financial Life Planners	0.31%	Add +0.3%	5,848	$458K
Flower City Capital	0.25%	Reduce -70.1%	5,822	$456K
Diversify Wealth Management, LLC	0.03%	Reduce -0.6%	5,659	$455K
Bright Futures Wealth Management, LLC.	0.35%	—	5,699	$446K
Aspiriant, LLC	0.01%	Add +33.9%	5,696	$446K
Carmel Capital Partners, LLC	0.19%	Add +1.5%	5,692	$446K
Stephens Inc.	0.01%	New	5,655	$443K
Centric Wealth Management	0.10%	Add +4.7%	5,517	$443K
Joel Adams & Associates, Inc.	0.36%	Reduce -1.7%	5,637	$442K
Moody National Bank Trust Division	0.04%	No change	5,627	$441K
TPG Financial Advisors, LLC	0.16%	No change	5,575	$437K
HB Wealth Management, LLC	0.00%	Add +14.2%	5,572	$437K
AJ Advisors, LLC	0.18%	Reduce -0.4%	5,570	$436K
BlueChip Wealth Advisors LLC	0.19%	New	5,555	$435K
Thoroughbred Financial Services, LLC	0.03%	Add +0.5%	5,499	$430K
Cibc World Market Inc.	0.00%	Reduce -14.4%	5,482	$429K
Magnolia Private Wealth, LLC	0.31%	Reduce -21.5%	5,480	$429K
Vestia Personal Wealth Advisors	0.23%	Add +1397.2%	82,151	$429K
Westside Investment Management, Inc.	0.07%	Reduce -0.5%	5,464	$428K
Patten Group, Inc.	0.08%	Reduce -5.1%	5,457	$428K
Frisch Financial Group, Inc.	0.10%	Add +17.2%	5,451	$427K
Sonoma Allocations LLC	0.15%	—	5,477	$426K
Macroview Investment Management LLC	0.32%	Add +0.0%	5,413	$424K
Arrowroot Family Office, LLC	0.17%	Reduce -0.0%	5,412	$424K
Midwest Financial Network, LLC	0.34%	Add +6.0%	5,405	$423K
Diligent Investors, LLC	0.11%	No change	5,370	$421K
Absolute Capital Management, LLC	0.18%	Reduce -0.2%	5,278	$414K
Mendel Money Management	0.17%	New	5,266	$413K
Claris Financial LLC	0.23%	Add +0.5%	5,260	$412K
FSC Wealth Advisors, LLC	0.24%	Reduce -0.8%	5,205	$408K
Hardy Reed LLC	0.03%	No change	5,177	$406K
RB Capital Management, LLC	0.09%	Reduce -1.5%	5,170	$405K
Abner Herrman & Brock LLC	0.04%	New	5,169	$405K
Wolverine Trading, LLC	0.01%	Reduce -53.9%	5,183	$405K
Fourpath Capital Management, LLC	0.06%	Reduce -9.9%	5,133	$402K
Laraway Financial Advisors Inc	0.27%	Reduce -0.2%	5,096	$399K
CWA Asset Management Group, LLC	0.01%	No change	5,073	$397K
High Falls Advisors, Inc	0.08%	No change	5,063	$397K
Bernardo Wealth Planning LLC	0.08%	Add +2.1%	5,061	$396K
New Harbor Financial Group, LLC	0.08%	Reduce -0.0%	5,056	$396K
Peak Financial Advisors LLC	0.19%	Reduce -49.1%	5,045	$395K
Romano Brothers and Company	0.05%	No change	5,042	$395K
3EDGE Asset Management, LP	0.02%	Add +0.3%	5,042	$395K
TCP Asset Management, LLC	0.07%	No change	5,040	$395K
Essex Bank	0.09%	Add +4.4%	5,027	$394K
Santori & Peters, Inc.	0.14%	No change	4,984	$390K
Signaturefd, LLC	0.01%	Add +28.0%	4,978	$390K
Waterway Wealth Management, LLC	0.09%	New	4,915	$385K
Heartwood Wealth Advisors LLC	0.04%	No change	4,876	$382K
Milestone Asset Management, LLC	0.07%	Add +1.1%	4,859	$381K
Lodestar Private Asset Management LLC	0.04%	No change	4,822	$378K
Steigerwald, Gordon & Koch Inc.	0.04%	No change	4,804	$376K
Intelligence Driven Advisers, LLC	0.05%	No change	4,800	$376K
Fortis Advisors, LLC	0.21%	Reduce -14.4%	4,798	$376K
Catalyst Financial Partners LLC	0.04%	Add +3.8%	4,725	$370K
Safeguard Investment Advisory Group, LLC	0.09%	Reduce -16.6%	4,704	$369K
Fiducient Advisors LLC	0.04%	New	4,690	$367K
Rothschild Wealth LLC	0.08%	Reduce -11.3%	4,662	$365K
Townsquare Capital LLC	0.06%	Reduce -45.0%	4,648	$364K
Apriem Advisors	0.03%	Reduce -0.3%	4,634	$363K
Claro Advisors Inc.	0.05%	Add +0.0%	4,617	$362K
Willis Johnson & Associates, Inc.	0.02%	Add +33.0%	4,572	$358K
Mather Group, Llc.	0.00%	Reduce -5.7%	4,544	$356K
Dagco, Inc.	0.09%	Add +5.2%	4,485	$351K
Woodside Wealth Management LLC	0.27%	Reduce -5.2%	4,431	$347K
Howard Capital Management Group, LLC	0.02%	Reduce -17.9%	4,396	$344K
Cerro Pacific Wealth Advisors LLC	0.09%	Reduce -26.5%	4,388	$344K
Revisor Wealth Management LLC	0.12%	Add +13.1%	4,319	$341K
Certified Advisory Corp	0.03%	Add +6.7%	4,337	$340K
Inspirion Wealth Advisors, LLC	0.05%	Add +1.8%	5,031	$340K
Paladin Advisory Group, LLC	0.26%	Add +107.9%	4,333	$339K
International Assets Investment Management, LLC	0.03%	No change	4,666	$339K
Rossby Financial, LCC	0.11%	Reduce -2.7%	4,288	$337K
Element Wealth, LLC	0.15%	Add +5.5%	4,288	$336K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.01%	Add +14.8%	4,284	$336K
Opus Capital Group, LLC	0.04%	No change	4,263	$334K
Inscription Capital, LLC	0.04%	Add +3.5%	4,263	$334K
Plan Group Financial, LLC	0.09%	Add +0.3%	4,215	$330K
Lantern Wealth Advisors, LLC	0.17%	New	4,193	$329K
Western Financial Corp	0.14%	Reduce -14.4%	4,179	$327K
Guidance Capital, Inc.	0.09%	Add +14.9%	4,103	$327K
GPS Wealth Strategies Group, LLC	0.03%	Add +750.3%	4,158	$326K
Concorde Asset Management, LLC	0.14%	—	4,126	$324K
Magnolia Capital Advisors LLC	0.08%	New	4,135	$324K
BCGM Wealth Management, LLC	0.08%	Add +2.7%	4,131	$324K
Amara Financial, Llc.	0.24%	Reduce -2.5%	4,121	$323K
Galvin, Gaustad & Stein, LLC	0.03%	New	4,100	$321K
Schulz Wealth, LTD.	0.21%	Add +0.1%	4,087	$320K
Financial Consulate, Inc.	0.04%	New	4,052	$317K
Buska Wealth Management, LLC	0.10%	Add +17.9%	4,041	$317K
Trail Ridge Investment Advisors, LLC	0.14%	Add +2.1%	4,032	$316K
Argent Trust Co	0.01%	No change	4,011	$314K
Investment Research Partners LLC	0.14%	—	3,864	$312K
LGT Financial Advisors LLC	0.67%	No change	3,988	$312K
Vanguard Personalized Indexing Management, LLC	0.00%	New	3,972	$311K
Widmann Financial Services, Inc.	0.20%	Add +7.2%	3,968	$311K
Optivise Advisory Services LLC	0.18%	Add +18.0%	3,965	$311K
Okabena Investment Services Inc.	0.06%	No change	3,951	$310K
Private Client Services, LLC	0.10%	Reduce -16.6%	3,949	$309K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.01%	Add +27.9%	3,944	$309K
Fiduciary Group, LLC	0.03%	Add +6.4%	3,943	$309K
Harbor Advisory Corp.	0.09%	No change	3,936	$308K
JFS Wealth Advisors, LLC	0.02%	Add +0.1%	3,912	$306K
Briaud Financial Planning Inc	0.10%	No change	3,905	$306K
Ignite Planners, LLC	0.05%	Add +11.3%	3,898	$305K
SMI Advisory Services, LLC	0.06%	Reduce -24.2%	3,857	$304K
Conservest Capital Advisors, Inc.	0.03%	Add +2.5%	3,873	$303K
Fusion Family Wealth, LLC	0.02%	Reduce -6.6%	3,867	$303K
Brian Low Financial Group, LLC	0.23%	No change	3,859	$302K
Edgemoor Investment Advisors, Inc.	0.02%	Reduce -25.0%	3,847	$301K
Platform Technology Partners	0.07%	Reduce -69.1%	3,845	$301K
Prosperity Wealth Management, Inc.	0.10%	No change	3,808	$298K
Meridian Wealth Advisors, LLC	0.04%	Add +0.3%	3,804	$298K
FF Advisors,LLC	0.14%	No change	3,783	$296K
Boulder Wealth Advisors, LLC	0.13%	—	3,673	$288K
Waterfront Wealth Inc.	0.06%	No change	3,635	$285K
Orion Capital Management LLC	0.10%	Add +4.8%	3,635	$285K
Mendel Capital Management LLC	0.15%	Add +0.3%	3,611	$283K
Wall Street Financial Group, Inc.	0.21%	New	3,584	$281K
Chesapeake Asset Management LLC	0.25%	No change	3,583	$281K
DGS Capital Management, LLC	0.05%	Reduce -18.6%	3,579	$280K
Mystic Asset Management, Inc.	0.06%	New	3,576	$280K
ProVise Management Group, LLC	0.02%	Reduce -1.1%	3,554	$278K
Penbrook Management LLC	0.19%	No change	3,500	$274K
SlateStone Wealth, LLC	0.02%	No change	3,496	$274K
Global Wealth Management Investment Advisory, Inc.	0.05%	New	3,475	$272K
Corundum Group, Inc.	0.11%	Add +7.8%	3,467	$272K
Canvas Wealth Advisors, LLC	0.05%	Reduce -1.0%	3,405	$268K
GW Henssler & Associates Ltd.	0.01%	New	3,394	$266K
CX Institutional	0.01%	Add +747.9%	3,366	$264K
Cypress Capital Management LLC (WY)	0.26%	Reduce -4.4%	3,333	$261K
Kirkwood Financial Services	0.10%	—	3,319	$260K
Fulton Bank, N.A.	0.01%	No change	3,319	$260K
Foster Group, Inc.	0.01%	Reduce -33.8%	3,318	$260K
Clark Asset Management, LLC	0.03%	No change	3,316	$260K
Euro Pacific Asset Management, LLC	0.03%	Reduce -34.6%	3,304	$259K
Old Mission Investment Co LLC	0.06%	New	3,296	$258K
Yarger Wealth Strategies, LLC	0.12%	New	3,294	$258K
Tru Independence Asset Management 2, LLC	0.17%	Reduce -50.0%	3,286	$257K
Guyasuta Investment Advisors Inc.	0.01%	Reduce -38.3%	3,274	$257K
Shotwell Rutter Baer Inc	0.17%	Reduce -13.2%	3,231	$256K
Vontobel Holding Ltd.	0.00%	Add +8.7%	3,261	$255K
Councilor Wealth, LLC	0.12%	Add +0.3%	3,260	$255K
Capasso Planning Partners LLC	0.16%	New	3,256	$255K
Presidio Capital Management, LLC	0.09%	Add +0.1%	3,240	$254K
Choreo, LLC	0.00%	Add +0.3%	3,227	$253K
Cresset Asset Management, LLC	0.00%	New	3,211	$252K
Aaron Wealth Advisors LLC	0.01%	Reduce -0.2%	3,177	$249K
Two West Capital Advisors LLC	0.15%	Add +4.1%	3,115	$248K
Nicholas Hoffman & Company, LLC.	0.01%	Reduce -6.1%	3,120	$244K
FineMark National Bank & Trust	0.01%	New	3,115	$244K
Balboa Wealth Partners	0.04%	New	3,093	$242K
NDVR, Inc.	0.20%	New	3,077	$241K
Boomfish Wealth Group, LLC	0.13%	No change	3,067	$240K
Beacon Capital Management, LLC	0.03%	Add +92.3%	3,057	$239K
Linscomb Wealth, Inc.	0.01%	Reduce -5.8%	3,056	$239K
Wbi Investments, LLC	0.06%	Reduce -1.1%	3,042	$238K
Rockline Wealth Management, LLC	0.05%	Add +1.1%	3,026	$237K
Bawa N Mallick Trust	0.09%	No change	3,000	$235K
Somerville Kurt F	0.04%	No change	3,000	$235K
Sequent Planning LLC	0.07%	Reduce -6.1%	2,999	$235K
Moller Wealth Partners	0.05%	No change	2,984	$234K
Sequent Asset Management, LLC	0.11%	No change	2,983	$234K
Kirtland Hills Capital Management, LLC	0.09%	New	2,978	$233K
M3 Advisory Group, LLC	0.15%	No change	2,975	$233K
Iron Gate Global Advisors LLC	0.02%	New	2,968	$233K
Crescent Grove Advisors, LLC	0.02%	No change	2,929	$229K
Kaydan Wealth Management, Inc.	0.07%	No change	2,925	$229K
LaSalle St. Investment Advisors, LLC	0.04%	New	2,933	$229K
Obsidian Cio, LLC	0.03%	Add +0.1%	2,908	$228K
Kera Capital Partners, Inc.	0.03%	Reduce -27.2%	2,904	$227K
Pinnacle Bancorp, Inc.	0.07%	No change	2,898	$227K
Breakwater Investment Management	0.08%	No change	2,887	$226K
Culbertson A N & Co. Inc.	0.03%	No change	2,874	$225K
MRWM Advisors, LLC	0.13%	Add +0.2%	2,867	$225K
Blue Edge Capital, LLC	0.03%	New	2,865	$224K
F/m Investments LLC	0.01%	No change	2,862	$224K
Cambria Investment Management, L.P.	0.01%	New	2,829	$222K
Greenup Street Wealth Management LLC	0.03%	Add +2.1%	2,815	$221K
Atlanta Consulting Group Advisors, LLC	0.05%	New	2,807	$220K
Parkside Financial Bank & Trust	0.02%	No change	2,805	$220K
Busey Bank	0.01%	No change	2,805	$220K
Freestone Capital Holdings, LLC	0.01%	Add +0.1%	2,805	$220K
CogentBlue Wealth Advisors, LLC	0.15%	Reduce -11.2%	2,796	$219K
Prairieview Wealth Partners, LLC	0.21%	New	2,788	$218K
Welch & Forbes LLC	0.00%	Reduce -35.1%	2,775	$217K
Kendall Capital Management	0.05%	No change	2,768	$217K
Center For Asset Management LLC	0.12%	New	2,766	$217K
Fagan Associates, Inc.	0.03%	No change	2,759	$216K
Aspen Wealth Strategies, LLC	0.12%	New	2,758	$216K
Coastal Bridge Advisors, LLC	0.02%	Add +0.0%	2,754	$216K
Mascagni Wealth Management, Inc.	0.17%	Reduce -0.5%	2,738	$214K
Hippocratic Financial Advisors, LLC	0.10%	New	2,736	$214K
Financial Gravity Asset Management, Inc.	0.04%	—	2,736	$214K
City Center Advisors, LLC	0.21%	New	2,730	$214K
Naviter Wealth, LLC	0.02%	New	2,727	$214K
Measured Risk Portfolios, Inc.	0.23%	New	2,722	$213K
City National Bank of Florida	0.14%	Reduce -67.0%	2,716	$213K
Main Street Financial Solutions, LLC	0.01%	New	2,715	$213K
PFG Investments, LLC	0.01%	New	2,695	$211K
Claris Advisors, LLC / Mo /	0.07%	No change	2,896	$211K
Regions Financial Corp.	0.00%	New	2,653	$208K
Russell Investments Group, Ltd.	0.00%	Reduce -14.7%	2,649	$208K
Founders Financial Alliance, LLC	0.04%	Add +0.8%	2,637	$207K
Sage Mountain Advisors LLC	0.01%	No change	2,633	$206K
Kapstone Financial Advisors LLC	0.10%	New	2,610	$204K
Williams Jones Wealth Management, LLC.	0.00%	New	2,602	$204K
Strategic Financial Services, Inc.	0.01%	New	2,596	$203K
MFA Wealth Services	0.14%	New	2,591	$203K
Stark Wealth Management LLC	0.93%	New	2,583	$202K
UMB Bank, n.a.	0.00%	New	2,581	$202K
Members Trust Co	0.01%	New	2,580	$202K
Glenmede Investment Management, LP	0.00%	Add +9.4%	2,573	$202K
Point Windward Advisors Inc.	0.09%	New	2,556	$200K
Foster Dykema Cabot & Partners, LLC	0.01%	New	2,502	$196K
Park Square Financial Group, LLC	0.79%	Reduce -50.5%	2,326	$182K
Glassman Wealth Services	0.02%	No change	2,207	$173K
Glen Eagle Advisors, LLC	0.02%	Add +45.9%	2,142	$168K
Phillips Financial Management, LLC	0.01%	No change	2,139	$168K
Legacy Wealth Managment, LLC	0.08%	Add +190.4%	2,117	$166K
Pineridge Advisors LLC	0.05%	Add +0.1%	2,033	$159K
Indiana Trust & Investment Management Co	0.05%	No change	2,000	$157K
Graney & King, LLC	0.11%	Add +0.1%	1,995	$156K
Northwest Capital Management Inc	0.16%	Reduce -75.2%	1,948	$153K
Ritter Daniher Financial Advisory LLC / DE	0.02%	Add +2598.5%	1,754	$137K
Absher Wealth Management, LLC	0.02%	New	1,698	$133K
Fiduciary Advisors, Inc.	0.11%	Add +1003.3%	1,677	$131K
Financial Connections Group, Inc.	0.05%	Reduce -6.8%	1,681	$131K
Winthrop Capital Management, LLC	0.03%	No change	1,650	$129K
Woodard & Co. Asset Management Group Inc.	0.02%	Add +2.4%	1,607	$126K
Darwin Wealth Management, LLC	0.04%	Add +20.2%	1,573	$123K
Rialto Wealth Management, LLC	0.03%	Add +0.5%	1,486	$116K
Team Financial Group, LLC	0.05%	Add +15.0%	1,444	$113K
NFSG Corp	0.02%	Add +0.1%	1,418	$111K
Ballast Advisors LLC	0.03%	No change	1,384	$108K
Barclays PLC	0.00%	No change	1,350	$106K
Crewe Advisors LLC	0.01%	Add +107.1%	1,313	$103K
Barnes Dennig Private Wealth Management LLC	0.11%	Add +17.6%	1,308	$102K
Private Wealth Asset Management, LLC	0.01%	Add +3.5%	1,244	$97K
Lowe Brockenbrough & Co. Inc.	0.01%	No change	1,242	$97K
Bokf, NA	0.00%	Reduce -47.0%	1,240	$97K
Cornerstone Planning Group LLC	0.02%	Add +240.3%	878	$95K
United Community Bank	0.03%	New	1,195	$94K
Harbor Asset Planning, Inc.	0.08%	Add +0.6%	1,188	$93K
CENTRAL TRUST Co	0.00%	New	1,180	$92K
Centerpoint Advisors, LLC	0.03%	No change	1,119	$88K
Tucker Asset Management LLC	0.02%	Reduce -12.5%	1,048	$82K
HFM Investment Advisors, LLC	0.03%	Reduce -1.3%	1,038	$81K
Dunhill Financial, LLC	0.03%	Add +0.4%	1,002	$78K
Beaird Harris Wealth Management, LLC	0.01%	No change	995	$78K
Sunbelt Securities, Inc.	0.01%	New	993	$78K
Measured Wealth Private Client Group, LLC	0.02%	New	965	$76K
Toth Financial Advisory Corp.	0.01%	Add +139.3%	943	$74K
Winch Advisory Services, LLC	0.02%	Add +0.3%	943	$74K
Salomon & Ludwin, LLC	0.01%	No change	925	$73K
North Ridge Wealth Advisors, Inc.	0.04%	Add +5.8%	920	$72K
Smithfield Trust Co	0.00%	No change	924	$72K
New Millennium Group LLC	0.03%	Add +226.0%	916	$72K
Rosenberg Matthew Hamilton	0.02%	Reduce -5.9%	913	$72K
Cary Street Partners Investment Advisory LLC	0.03%	No change	898	$70K
MCF Advisors LLC	0.00%	New	885	$69K
CVA Family Office, LLC	0.01%	Add +1658.0%	879	$69K
Vermillion Wealth Management, Inc.	0.02%	No change	859	$67K
Strategic Advocates LLC	0.02%	New	828	$65K
Rothschild Investment LLC	0.00%	Add +0.4%	816	$64K
Global Wealth Strategies & Associates	0.02%	Add +5.7%	799	$63K
Creekmur Asset Management LLC	0.01%	Add +0.5%	795	$62K
Washington Trust Advisors, Inc.	0.00%	New	766	$60K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	765	$60K
Winnacle Wealth LLC	0.05%	New	753	$59K
MassMutual Private Wealth & Trust, FSB	0.00%	Reduce -50.0%	750	$59K
Caldwell Sutter Capital, Inc.	0.02%	No change	745	$58K
Signature Resources Capital Management, LLC	0.03%	No change	717	$56K
GW&K Investment Management, LLC	0.00%	No change	708	$55K
Arcadia Investment Management Corp.	0.01%	Reduce -42.9%	700	$55K
Decker Retirement Planning Inc.	0.03%	No change	669	$52K
Hurley Capital, LLC	0.03%	Add +623.9%	666	$52K
Clearstead Trust, LLC	0.01%	Add +56.3%	650	$51K
Kiker Wealth Management, LLC	0.03%	Reduce -16.0%	649	$51K
Chilton Capital Management LLC	0.00%	Add +305.0%	644	$50K
Harbor Investment Advisory, LLC	0.00%	No change	641	$50K
Highline Wealth Partners LLC	0.01%	Reduce -36.0%	633	$50K
NBT Bank, N.A.	0.00%	Reduce -88.2%	78	$49K
HHM Wealth Advisors, LLC	0.01%	Add +102.0%	616	$48K
Sound Income Strategies, LLC	0.00%	Add +257.3%	611	$48K
Promus Capital, LLC	0.03%	No change	613	$48K
North Star Investment Management Corp.	0.00%	Add +0.5%	584	$46K
Pacifica Partners Inc.	0.02%	No change	580	$46K
Basso Capital Management, L.P.	0.03%	No change	582	$46K
Elevation Wealth Partners, LLC	0.02%	Add +52.4%	573	$45K
Comprehensive Financial Planning, Inc.	0.03%	No change	559	$44K
Wealth Watch Advisors, INC	0.02%	New	546	$43K
Wilmington Savings Fund Society, FSB	0.00%	No change	515	$40K
GAMMA Investing LLC	0.00%	New	512	$40K
Halbert Hargrove Global Advisors, LLC	0.00%	Reduce -4.3%	509	$40K
Webster Bank, N. A.	0.00%	No change	500	$39K
Ogorek Anthony Joseph /NY/	0.01%	Reduce -3.1%	498	$39K
Heritage Wealth Advisors	0.00%	New	484	$38K
Center for Financial Planning, Inc.	0.00%	New	469	$37K
Frazier Financial Advisors, LLC	0.02%	No change	463	$36K
Retirement Wealth Solutions LLC	0.02%	No change	440	$34K
Prestige Wealth Management Group LLC	0.01%	No change	429	$34K
Ascentis Wealth Management, LLC	0.01%	No change	376	$29K
VSM Wealth Advisory, LLC	0.01%	No change	346	$27K
ORG Partners LLC	0.00%	Reduce -26.9%	327	$26K
FAS Wealth Partners, Inc.	0.00%	New	308	$24K
Bessemer Group Inc.	0.00%	Add +31.2%	303	$24K
Reyes Financial Architecture, Inc.	0.02%	No change	300	$24K
Mark Sheptoff Financial Planning, LLC	0.01%	No change	300	$24K
First Community Trust NA	0.02%	No change	292	$23K
Cedar Wealth Management, LLC	0.01%	New	278	$22K
Atlantic Private Wealth, LLC	0.01%	Add +0.4%	269	$21K
DiNuzzo Private Wealth, Inc.	0.00%	No change	270	$20K
Tradewinds Capital Management, LLC	0.00%	Add +92.5%	256	$20K
Strengthening Families & Communities, LLC	0.00%	Add +0.4%	239	$19K
SJS Investment Consulting Inc.	0.00%	No change	233	$18K
Wagner Wealth Management, LLC	0.00%	New	229	$18K
Inlight Wealth Management, LLC	0.01%	No change	223	$17K
SouthState Bank Corp	0.00%	Add +80.5%	222	$17K
Pacific Center for Financial Services	0.00%	New	212	$17K
SIMA Wealth Partners, LLC	0.01%	Add +3.5%	204	$16K
Blue Trust, Inc.	0.00%	Reduce -33.4%	199	$16K
Albion Financial Group	0.00%	Add +97.8%	182	$14K
Hantz Financial Services, Inc.	0.00%	New	175	$14K
Oakworth Capital, Inc.	0.00%	No change	172	$13K
Guerra Advisors Inc	0.01%	New	172	$13K
Bfsg, LLC	0.00%	Add +1283.3%	166	$13K
Hazlett, Burt & Watson, Inc.	0.00%	No change	169	$13K
AllSquare Wealth Management LLC	0.01%	No change	160	$13K
EPG Wealth Management LLC	0.00%	No change	154	$12K
New England Capital Financial Advisors LLC	0.01%	No change	150	$12K
Rakuten Securities, Inc.	0.00%	Reduce -63.3%	134	$10K
Clear Investment Research, LLC	0.01%	New	132	$10K
REAP Financial Group, LLC	0.00%	No change	128	$10K
Alerus Financial NA	0.00%	No change	128	$10K
Painted Porch Advisors LLC	0.00%	No change	126	$10K
Missouri Trust & Investment Co	0.00%	Reduce -58.3%	125	$10K
Providence Capital Advisors, LLC	0.00%	No change	125	$10K
Quent Capital, LLC	0.00%	New	115	$9K
Brown Brothers Harriman & Co.	0.00%	No change	104	$8K
DT Investment Partners, LLC	0.00%	New	100	$8K
Eastern Bank	0.00%	No change	97	$8K
Roxbury Financial LLC	0.01%	Reduce -75.2%	97	$8K
Corundum Trust Company, INC	0.02%	New	89	$7K
Cloud Capital Management, LLC	0.00%	New	81	$6K
Tsfg, LLC	0.00%	No change	74	$6K
Harbor Capital Advisors, Inc.	0.00%	No change	72	$6K
Blume Capital Management, Inc.	0.00%	New	68	$5K
DHJJ Financial Advisors, Ltd.	0.00%	No change	48	$4K
Ameritas Investment Partners, Inc.	0.00%	No change	43	$3K
Bay Harbor Wealth Management, LLC	0.00%	No change	40	$3K
Avion Wealth	0.00%	No change	46	$3K
Wolff Wiese Magana LLC	0.00%	No change	36	$3K
SOA Wealth Advisors, LLC.	0.00%	No change	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
Aventura Private Wealth, LLC	0.00%	Reduce -21.9%	25	$2K
WealthCollab, LLC	0.00%	No change	21	$2K
Davis Capital Management	0.00%	—	21	$2K
Principia Wealth Advisory, LLC	0.00%	New	20	$2K
Grey Fox Wealth Advisors, LLC	0.00%	New	19	$1K
Manchester Capital Management LLC	0.00%	Add +750.0%	17	$1K
Proathlete Wealth Management LLC	0.00%	Add +36.4%	15	$1K
MTM Investment Management, LLC	0.00%	No change	14	$1K
DB Fitzpatrick & Co, Inc	0.00%	No change	12	$940
Optimum Investment Advisors	0.00%	No change	10	$783
Nalls Sherbakoff Group, LLC	0.00%	Add +11.1%	10	$746
Versant Capital Management, Inc	0.00%	No change	9	$740
Howe & Rusling Inc.	0.00%	No change	8	$640
Maseco LLP	0.00%	Add +33.3%	8	$627
Dogwood Wealth Management LLC	0.00%	No change	7	$548
Palumbo Wealth Management LLC	0.00%	New	28,049	$471
Kozak & Associates, Inc.	0.00%	New	4	$313
Accredited Wealth Management, LLC	0.00%	Add +26566.7%	800	$236
2UniFi Bank	0.00%	No change	3	$235
Truvestments Capital LLC	0.00%	No change	3	$235
Activest Wealth Management	0.00%	New	3	$235
Fairway Wealth LLC	0.00%	No change	1	$78

"% 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.