Ste STR SPDR PT S&P 500 ETFSPYMETF

13F holders, Q4 2025 (December 31)
1,597holders +170
126new positions
59sold out
5famous investors
$80.23avg. 13F price*

At the end of Q4 2025, 1,597 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 170 from Q3 2025. 126 opened new positions and 59 sold out. The largest holders were Betterment LLC ($6.7B), USS Investment Management Ltd ($5.3B) and Jones Financial Companies LLLP ($4.6B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Ste STR SPDR PT S&P 500 ETF
Filed as
SPDR SERIES TRUST (Q4 2025)
CUSIP
78464A854
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 972Q1 2024Q2 2024: 1,054Q2 2024Q3 2024: 1,096Q3 2024Q4 2024: 1,254Q4 2024Q1 2025: 1,292Q1 2025Q2 2025: 1,372Q2 2025Q3 2025: 1,427Q3 2025Q4 2025: 1,597Q4 2025Q1 2026: 1,611Q1 2026Q2 2026: 1,727Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions126$1.7B
Exits59$688.5M

All 13F filers, Q3 2025 → Q4 2025: 96,614,359 shares bought and 42,075,820 shares sold, net +54,538,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,597 holders

Betterment LLC 12.77% Add +6.4% 83,585,842 $6.7B
USS Investment Management Ltd 26.45% No change 66,398,232 $5.3B
Jones Financial Companies LLLP 2.82% Add +12.9% 57,574,162 $4.6B
Bank of America Corp. 0.31% Reduce -17.7% 53,847,867 $4.3B
LPL Financial LLC 1.13% Add +6.3% 51,511,055 $4.1B
Creative Planning 1.88% Add +2.4% 32,800,149 $2.6B
Morgan Stanley 0.15% Add +116.6% 30,855,614 $2.5B
Envestnet Asset Management Inc. 0.43% Add +6.1% 17,891,359 $1.4B
Natixis 5.24% New 16,433,000 $1.3B
Invesco Ltd. 0.08% Add +0.3% 10,606,949 $850.9M
Cwm, LLC 2.25% Add +4.0% 10,359,261 $831.0M
Nissay Asset Management Corp. /Japan 4.17% No change 9,989,832 $801.4M
National Mutual Insurance Federation of Agricultural Cooperatives 5.61% No change 9,536,000 $765.0M
JPMorgan Chase & Co. 0.05% Add +2.6% 8,461,033 $678.7M
Goldman Sachs Group Inc. 0.09% Add +2.9% 8,022,267 $643.5M
Osaic Holdings, Inc. 0.88% Reduce -15.0% 7,471,643 $599.4M
Clark Capital Management Group, Inc. 3.67% Reduce -2.9% 7,449,848 $597.6M
Advance Capital Management, Inc. 21.07% Reduce -18.3% 6,194,274 $496.9M
OneDigital Investment Advisors LLC 4.82% Add +3.0% 6,123,760 $491.2M
1900 Wealth Management LLC 30.62% Add +5.4% 5,951,853 $477.5M
TIG Advisors, LLC 22.99% Add +0.3% 5,946,012 $477.0M
Greenleaf Trust 4.02% Add +1166.7% 5,464,262 $438.3M
Ameriprise Financial Inc. 0.10% Add +17.6% 5,451,039 $437.2M
Exchange Traded Concepts, LLC 3.64% Add +9.9% 5,443,284 $436.7M
Allianz Asset Management GmbH 0.47% Add +708.2% 5,071,162 $406.8M
Financial Engines Advisors L.L.C. 0.77% Add +1.5% 5,067,054 $406.5M
TD Private Client Wealth LLC 8.40% Add +8.0% 4,917,441 $394.5M
Private Advisor Group, LLC 1.82% Add +9.8% 4,808,867 $385.8M
GM Advisory Group, LLC 14.91% Add +4.1% 4,745,143 $380.7M
Raymond James Financial Inc. 0.12% Reduce -1.6% 4,608,449 $369.7M
Cetera Investment Advisers 0.39% Add +5.1% 4,431,269 $355.5M
Wealthcare Advisory Partners LLC 6.83% Add +0.8% 4,330,088 $347.4M
HighTower Advisors, LLC 0.38% Add +11.0% 4,274,627 $342.9M
Northwestern Mutual Wealth Management Co. 0.21% Add +8.2% 4,096,080 $328.6M
Vantagepoint Investment Advisers LLC 2.64% No change 4,091,668 $328.2M
Gradient Investments LLC 5.14% Add +7.7% 4,039,470 $324.0M
Kedalion Capital Management LLP 7.56% Reduce -70.2% 3,840,000 $308.0M
Capital Analysts, LLC 8.47% Reduce -0.6% 3,816,895 $306.2M
NorthRock Partners, LLC 5.16% Add +3.0% 3,809,436 $305.6M
Stadion Money Management, LLC 24.67% Reduce -3.2% 3,793,589 $304.3M
Nicolet Advisory Services, LLC 19.90% Add +10918.7% 3,610,494 $295.3M
Norinchukin Bank, The 3.28% No change 3,511,270 $281.7M
Wells Fargo & Company 0.06% Add +5.5% 3,510,130 $281.6M
First Command Advisory Services, Inc. 1.94% Add +29.6% 3,471,741 $278.5M
Wealth Enhancement Advisory Services, LLC 0.37% Add +4.6% 3,324,859 $270.7M
Advocacy Wealth Management, LLC 10.91% Add +4.4% 3,249,653 $260.7M
Natixis Advisors, LLC 0.37% Add +31.0% 3,241,367 $260.0M
Assetmark, Inc. 0.53% Add +1.4% 3,233,690 $259.4M
Composition Wealth, LLC 3.68% Add +14.4% 3,199,150 $256.6M
Mizuho Bank, Ltd. 30.26% Add +190.8% 3,170,000 $254.3M
Mirae Asset Global Investments Co., Ltd. 0.64% Add +8.0% 2,885,251 $231.5M
State Street Corp. 0.01% Add +72.2% 2,701,855 $216.7M
SCS Capital Management LLC 2.23% Add +2.9% 2,627,987 $210.8M
NewEdge Advisors, LLC 0.72% Add +13.5% 2,460,143 $197.4M
MML Investors Services, LLC 0.47% Add +16.2% 2,403,367 $192.8M
Global Retirement Partners, LLC 3.37% Add +3.6% 2,368,026 $190.0M
Mariner, LLC 0.22% Add +8.4% 2,316,179 $185.8M
Peterson Wealth Advisors, LLC 24.57% Reduce -0.1% 2,297,743 $184.3M
Larson Financial Group LLC 6.12% Add +9.8% 2,282,787 $183.1M
Spinnaker Trust 9.30% Add +2.0% 2,166,677 $173.8M
Cambridge Investment Research Advisors, Inc. 0.45% Reduce -29.9% 2,137,148 $171.4M
Adventist Health System Sunbelt Healthcare Corp. 5.02% Add +61.7% 2,102,500 $168.7M
Ocean Park Asset Management, LLC 7.80% Add +0.6% 2,071,057 $166.1M
UBS Group AG 0.03% Reduce -4.9% 2,051,846 $164.6M
49 Wealth Management, LLC 13.04% Add +14.3% 1,997,722 $160.3M
Tennessee Valley Asset Management Partners 20.11% Add +3.8% 1,933,836 $155.1M
Royal Bank of Canada 0.03% Add +14.7% 1,871,483 $150.1M
Vicus Capital 10.90% Add +27.7% 1,811,141 $145.3M
Retirement Income Solutions, Inc. 24.46% Add +8.4% 1,797,996 $144.2M
Two Sigma Investments, LP 0.22% Reduce -42.5% 1,771,500 $142.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8.37% Add +8.7% 1,744,238 $139.9M
UNIVEST FINANCIAL Corp 7.25% Reduce -3.1% 1,705,726 $136.8M
Great Valley Advisor Group, Inc. 2.60% Reduce -0.1% 1,687,147 $135.3M
Aptus Capital Advisors, LLC 1.10% Add +28.0% 1,620,149 $130.0M
Sand Hill Global Advisors, LLC 4.52% Reduce -3.5% 1,613,586 $129.4M
AE Wealth Management LLC 0.66% Reduce -0.9% 1,429,104 $114.6M
World Investment Advisors 1.75% Add +7.6% 1,331,691 $106.8M
Revere Asset Management, Inc 36.21% Add +11.8% 1,282,605 $102.9M
Commonwealth Equity Services, LLC 0.13% Reduce -12.7% 1,255,872 $100.7M
Stratos Wealth Partners, LTD. 1.14% Add +28.1% 1,249,128 $100.2M
RiverFront Investment Group, LLC 1.64% Add +0.0% 1,235,781 $99.1M
Ascent Group, LLC 3.36% Reduce -10.3% 1,225,539 $98.3M
Kestra Advisory Services, LLC 0.39% Reduce -3.5% 1,177,467 $94.5M
Mercer Global Advisors Inc. 0.14% Add +9.3% 1,170,521 $93.9M
Crews Bank & Trust 13.05% Add +3.8% 1,136,405 $91.2M
Austin Private Wealth, LLC 6.82% Add +1.9% 1,133,896 $91.0M
Integrated Wealth Concepts LLC 1.08% Reduce -2.0% 1,130,317 $90.7M
KWB Wealth 8.46% Add +11.5% 1,113,942 $89.4M
WCG Wealth Advisors LLC 2.50% Add +258.1% 1,112,501 $89.2M
AlphaStar Capital Management, LLC 6.41% Reduce -29.9% 1,089,630 $87.4M
Brown Financial Advisory 42.82% Add +3.0% 1,056,203 $84.7M
Avidian Wealth Enterprises, LLC 3.02% Reduce -0.5% 1,033,682 $82.9M
Sterling Group Wealth Management, LLC 40.00% Reduce -0.3% 1,030,149 $82.6M
Park Avenue Securities LLC 0.69% Add +9.0% 1,018,422 $81.7M
Intrua Financial, LLC 8.65% Add +6.9% 983,305 $78.9M
St Germain D J Co. Inc. 3.03% Add +7.3% 971,008 $77.9M
One Day In July LLC 6.39% Add +8.7% 969,305 $77.8M
Tectonic Advisors LLC 4.02% Add +0.5% 951,414 $76.3M
Modern Wealth Management, LLC 1.39% Add +27.1% 950,070 $76.2M
Janus Henderson Group PLC 0.03% No change 935,150 $75.0M
N.E.W. Advisory Services LLC 5.37% Add +1.1% 905,147 $72.6M
Penserra Capital Management LLC 0.86% Reduce -23.8% 904,560 $72.6M
Eagle Strategies LLC 9.14% Add +0.0% 891,706 $71.5M
Standpoint Asset Management, LLC 16.30% Reduce -3.6% 889,500 $71.4M
Allen Capital Group, LLC 6.56% Reduce -2.1% 888,348 $71.3M
Vertex Planning Partners, LLC 16.46% Add +0.9% 882,936 $70.8M
Taiyo Life Insurance Co. 5.87% No change 855,500 $68.6M
Integrity Alliance, Llc. 2.48% Add +4.2% 844,830 $67.8M
Principal Securities, Inc. 1.03% Reduce -10.6% 833,868 $66.9M
Leading Edge Financial Planning LLC 15.20% Add +7.2% 831,668 $66.7M
Dynamic Advisor Solutions LLC 2.14% Add +5.4% 831,519 $66.7M
Solitude Financial Services 21.94% Add +4.2% 829,478 $66.5M
CFS Investment Advisory Services, LLC 4.83% Add +2.5% 824,478 $66.1M
O'Brien Wealth Partners LLC 8.62% Reduce -0.7% 812,351 $65.2M
IAG Wealth Partners, LLC 7.55% Reduce -0.3% 812,288 $65.2M
Kickstand Ventures, Llc. 13.70% Reduce -0.1% 810,575 $65.0M
Signal Advisors Wealth, LLC 5.13% Add +4.8% 803,731 $64.5M
Stone House Investment Management, LLC 9.93% New 797,710 $64.0M
Lifelong Wealth Advisors, Inc. 16.98% Add +0.0% 795,893 $63.8M
Detalus Advisors, LLC 15.56% Add +5.4% 795,620 $63.8M
Penobscot Wealth Management 19.31% Add +2.3% 778,986 $62.5M
Auour Investments LLC 19.83% Reduce -5.5% 776,908 $62.3M
ODonnell Financial Services, LLC 21.03% Add +0.9% 766,923 $61.5M
Wealthspire Advisors, LLC 0.49% Reduce -3.5% 766,919 $61.5M
Denver Wealth Management, Inc. 21.65% Reduce -1.6% 761,515 $61.1M
Earned Wealth Advisors, LLC 4.25% New 748,147 $60.0M
Snowden Capital Advisors LLC 1.55% Reduce -1.0% 744,242 $59.7M
Private Wealth Group, LLC 28.59% Add +1.7% 743,023 $59.6M
New Perspectives, Inc 20.45% Add +0.6% 735,219 $59.0M
Americana Partners, LLC 1.62% Reduce -8.3% 733,516 $58.8M
North Star Asset Management Inc. 2.37% Reduce -3.0% 732,162 $58.7M
Cahaba Wealth Management, Inc. 4.02% Add +0.8% 720,187 $57.8M
Western Wealth Management, LLC 2.66% Add +14.2% 718,479 $57.6M
HM Payson & Co. 0.81% Add +1.7% 711,999 $57.1M
Lido Advisors, LLC 0.22% Add +1.7% 700,995 $55.7M
WBH Advisory Inc. 4.11% Add +8.6% 692,609 $55.6M
Thrivent Financial for Lutherans 0.10% Add +2.1% 679,588 $54.9M
Clear Creek Financial Management, LLC 4.48% Add +14.2% 684,287 $54.9M
Focus Partners Wealth 0.06% Add +178.4% 676,211 $54.2M
Tull Financial Group, Inc. 23.07% Add +1.0% 671,395 $53.9M
Farther Finance Advisors, LLC 0.58% Add +23.8% 670,081 $53.8M
Harbour Investments, Inc. 1.08% Reduce -1.2% 664,814 $53.3M
Procyon Advisors, LLC 2.60% Add +37.3% 656,464 $52.7M
Global View Capital Management LLC 9.72% Add +5.8% 649,985 $52.1M
Fifth Third Bancorp 0.17% Add +10.4% 649,465 $52.1M
Financial Enhancement Group LLC 6.76% Reduce -2.9% 643,969 $51.9M
Badgley Phelps Wealth Managers, LLC 0.95% Reduce -4.0% 645,628 $51.8M
Bank of New York Mellon Corp 0.01% Add +20.1% 628,962 $50.5M
CCG Wealth Management, LLC 21.55% Add +0.8% 626,996 $50.3M
Gladstone Institutional Advisory LLC 1.86% Reduce -4.5% 613,111 $49.2M
Brookstone Capital Management 0.56% Reduce -3.7% 605,575 $48.6M
PSI Advisors, LLC 12.17% Add +2.5% 604,159 $48.5M
Cornerstone Wealth Management, LLC 2.51% Add +3.9% 602,166 $48.3M
Liberty Square Wealth Partners LLC 13.75% Add +30.4% 601,095 $48.2M
Armstrong Advisory Group, Inc. 3.24% Add +1254.1% 596,970 $47.9M
Principal Financial Group Inc. 0.02% Reduce -0.8% 595,620 $47.8M
Strategic Financial Partners, Ltd. 20.59% Add +2.0% 592,838 $47.6M
Equitable Holdings, Inc. 0.32% Add +9.1% 583,941 $46.8M
One Wealth Advisors, LLC 5.70% Add +1.8% 581,253 $46.6M
First Heartland Consultants, Inc. 3.53% Add +0.3% 580,485 $46.6M
Compass Ion Advisors, LLC 4.42% Reduce -1.1% 578,665 $46.4M
Waverly Advisors, LLC 0.37% Reduce -0.1% 576,825 $46.3M
Sequoia Financial Advisors, LLC 0.25% Add +3.2% 558,238 $44.8M
Petix & Botte Co 10.16% Add +17.7% 558,055 $44.8M
Geneos Wealth Management Inc. 1.08% Add +1.7% 552,035 $44.3M
IFP Advisors, Inc 0.99% Reduce -3.7% 551,439 $44.2M
Rockbridge Investment Management, LCC 4.04% Add +13.5% 541,279 $43.4M
Flagship Harbor Advisors, LLC 2.05% Reduce -10.4% 540,842 $43.4M
Client 1ST Advisory Group, LLC 13.38% Add +1.2% 532,188 $42.7M
Jackson Wealth Management, LLC 4.15% Reduce -5.9% 530,805 $42.6M
Investment Planning Advisors, Inc. 12.24% Add +1.3% 524,092 $42.0M
Keystone Financial Group 3.12% Add +1.4% 523,900 $42.0M
Moneco Advisors, LLC 3.33% Add +21.5% 522,585 $41.9M
SOL Capital Management CO 3.74% Reduce -16.7% 519,146 $41.6M
Market Street Wealth Management Advisors LLC 6.40% Reduce -2.0% 513,392 $41.2M
Highland Financial Advisors, LLC 11.31% Add +1.8% 508,404 $40.8M
Walkner Condon Financial Advisors LLC 5.64% Add +23.5% 505,783 $40.6M
Buttonwood Financial Group, LLC 21.56% Reduce -27.1% 496,741 $40.6M
Quantum Financial Planning Services, Inc. 14.70% Add +5.1% 505,571 $40.6M
HighPoint Advisor Group LLC 0.89% New 503,399 $40.4M
Nicolet Bankshares Inc. 6.44% New 500,712 $40.2M
Crown Wealth Group, LLC 11.09% Add +2.6% 494,893 $39.7M
KMG Fiduciary Partners, LLC 2.81% Reduce -0.3% 492,086 $39.5M
Bricktown Capital, LLC 6.64% No change 491,750 $39.4M
Security Financial Services, INC. 6.11% Add +2.3% 485,406 $38.9M
Financial Insights, Inc. 13.02% Add +3.8% 484,113 $38.8M
Susquehanna International Group, LLP 0.05% Add +30.3% 483,135 $38.8M
Compass Financial Services Inc 16.52% Add +1.0% 477,690 $38.3M
Broadway Wealth Solutions, Inc. 20.28% Add +1.6% 473,455 $38.0M
Louisiana State Employees Retirement System 0.63% Reduce -21.4% 459,900 $36.9M
BlackRock, Inc. 0.00% Add +251.2% 459,713 $36.9M
Sanctuary Advisors, LLC 0.20% Add +3.4% 456,531 $36.6M
Mueller Wealth, LLC 30.26% — 455,796 $36.6M
PFG Advisors 1.76% Add +26.5% 452,727 $36.3M
Richmond Investment Services, LLC 6.26% Add +8.5% 451,131 $36.2M
Cary Street Partners Financial LLC 0.89% Reduce -24.1% 448,229 $36.0M
Ridgeline Wealth Planning, LLC 25.65% Add +1.0% 448,029 $35.9M
Merit Financial Group, LLC 0.29% Add +0.2% 445,773 $35.8M
Bauman Advisory Group, LLC 28.82% — 445,771 $35.8M
Montz Harcus Wealth Management LLC 14.32% Add +0.7% 440,475 $35.3M
LVW Advisors, LLC 3.53% Add +47.3% 434,372 $34.8M
Moneta Group Investment Advisors LLC 0.26% Reduce -4.6% 428,624 $34.4M
Horst & Graben Wealth Management LLC 5.13% Add +3.0% 423,839 $34.0M
Physician Wealth Advisors, Inc. 4.64% Add +3.0% 415,737 $33.4M
Wealthspire Retirement, LLC 2.02% Add +1.0% 413,637 $33.2M
Leo Wealth, LLC 2.40% New 412,887 $33.2M
Carnegie Investment Counsel 0.61% Add +3.7% 412,877 $33.1M
Hills Bank & Trust Co 1.92% Add +15.6% 410,873 $33.0M
Macco Financial Group, Inc. 28.26% — 409,872 $32.9M
Kelman-Lazarov, Inc. 4.69% Add +7.5% 409,641 $32.9M
Independent Financial Group, LLC 0.73% Reduce -4.3% 407,585 $32.7M
Eldridge Investment Advisors, Inc. 7.19% Reduce -0.0% 407,093 $32.7M
Voya Investment Management LLC 0.04% New 406,955 $32.6M
Scarborough Advisors, LLC 5.41% Add +1.7% 399,204 $32.0M
American Century Companies Inc. 0.02% Reduce -1.0% 395,328 $31.7M
Capital Investment Management, Inc. 10.83% — 385,991 $31.0M
Bank of Nova Scotia 0.05% Add +12.2% 380,530 $30.8M
Orion Porfolio Solutions, LLC 0.22% Add +11.9% 381,223 $30.6M
Segment Wealth Management, LLC 1.73% Add +25.8% 372,711 $29.9M
Ausdal Financial Partners, Inc. 1.37% Add +3.5% 367,791 $29.5M
Cypress Wealth Services, LLC 4.08% Add +14.3% 367,295 $29.5M
Leslie Global Wealth, LLC 13.14% Add +4.1% 364,129 $29.2M
Cerity Partners LLC 0.04% Reduce -5.1% 363,942 $29.2M
Kingswood Wealth Advisors, LLC 1.41% Add +1019.3% 362,880 $29.1M
Level Four Advisory Services, LLC 0.95% Add +3.7% 362,274 $29.1M
Bank of Montreal 0.01% Add +32.6% 360,601 $28.9M
Forefront Wealth Partners, LLC 13.54% Add +4.9% 356,488 $28.6M
HUB Investment Partners, LLC 0.78% Add +3.2% 355,786 $28.5M
Lanark Financial, Inc. 2.15% Add +17.7% 355,367 $28.5M
Concurrent Investment Advisors, LLC 0.32% Add +117.2% 351,300 $28.2M
Knightsbridge Asset Management, LLC 4.54% Reduce -2.1% 348,576 $28.0M
Thryve Wealth Management LLC 13.76% — 346,550 $27.8M
RFG Advisory, LLC 0.52% Reduce -2.0% 345,088 $27.7M
Nottingham Advisors, Inc. 3.86% Reduce -4.0% 344,543 $27.6M
Harbor Capital Advisors, Inc. 2.12% Add +471854.2% 339,807 $27.3M
Simplicity Wealth,LLC 1.62% Add +9.2% 337,798 $27.1M
Fifth Third Securities, Inc. 1.77% Add +3.5% 337,687 $27.1M
Debussy Capital Management LP 3.66% Add +12.1% 335,360 $26.9M
AlphaCore Capital LLC 0.60% Add +5447.5% 334,956 $26.9M
Novem Group 3.11% Reduce -5.2% 334,859 $26.9M
SFG Wealth Management, LLC. 10.52% Add +3037.0% 333,938 $26.8M
Arvest Bank Trust Division 1.45% Add +148.7% 333,517 $26.8M
POM Investment Strategies, LLC 13.75% Add +4.6% 333,281 $26.7M
PNC Financial Services Group, Inc. 0.01% Add +3.1% 330,517 $26.5M
Vestmark Advisory Solutions, Inc. 0.36% Add +42.9% 330,468 $26.5M
Stifel Financial Corp. 0.02% Add +2.3% 329,149 $26.4M
TSA Wealth Managment LLC 8.64% Reduce -2.1% 325,130 $26.1M
Mayflower Financial Advisors, LLC 3.15% Add +1.3% 324,040 $26.0M
West Wealth Group, LLC 5.39% Add +3.6% 323,884 $26.0M
Maia Wealth LLC 4.42% Reduce -11.0% 323,300 $25.9M
Verus Capital Partners, LLC 1.73% Add +783.6% 322,305 $25.9M
Panoramic Investment Advisors, LLC 14.05% Reduce -1.2% 322,251 $25.9M
Wealth Advisory Solutions, LLC 6.00% Reduce -1.7% 320,837 $25.7M
Wealth Advisors of Iowa, LLC 8.45% Reduce 0.0% 320,790 $25.7M
Lloyd Advisory Services, LLC. 9.97% Add +3.8% 320,397 $25.7M
Savant Capital, LLC 0.15% Reduce -13.7% 318,642 $25.6M
Bradley Foster & Sargent Inc. 0.37% Add +277.1% 317,471 $25.5M
Sykon Capital LLC 8.13% Add +0.5% 315,691 $25.3M
Steele Capital Management, Inc. 1.07% Reduce -0.8% 311,559 $25.0M
AQR Capital Management 0.01% Add +15.9% 310,786 $24.9M
Goodman Advisory Group, LLC 6.13% Reduce -6.5% 310,506 $24.9M
MIdWestOne Financial Group, Inc. 2.75% Add +2.4% 309,089 $24.8M
Keel Point, LLC 1.49% Add +0.0% 308,292 $24.7M
CBM Financial, LLC 16.63% — 303,077 $24.5M
Cornerstone Advisors Asset Management, LLC 3.97% Add +2.2% 304,665 $24.4M
Stonebrook Private Inc. 5.11% Add +92.3% 304,540 $24.4M
McMill Wealth Management 6.86% Reduce -0.6% 304,128 $24.4M
Daido Life Insurance Co. 3.39% Add +93.9% 300,182 $24.1M
Arete Wealth Advisors, LLC 1.67% Reduce -33.2% 299,575 $24.0M
Baird Financial Group, Inc. 0.04% Reduce -2.1% 299,212 $24.0M
IFG Advisory, LLC 1.04% Add +0.3% 298,724 $24.0M
Rehmann Capital Advisory Group 1.24% Add +2.3% 297,116 $23.8M
Mgo One Seven LLC 0.48% Add +94.7% 291,809 $23.4M
Arrien Investments, Inc. 13.13% Add +0.4% 290,173 $23.3M
Gateway Wealth Partners, LLC 2.54% Add +4.7% 284,720 $22.8M
Clarus Group, Inc. 8.21% Reduce -2.5% 284,081 $22.8M
Accelerate Investment Advisors LLC 15.26% Add +2.4% 282,374 $22.7M
Independent Advisor Alliance 0.55% Add +42.7% 280,232 $22.5M
Core Wealth Advisors, Inc. 5.76% Add +0.4% 276,516 $22.2M
Calton & Associates, Inc. 3.26% Add +3.8% 276,471 $22.2M
Kagan Cocozza Asset Management 15.67% Add +3.8% 274,562 $22.0M
Retirement Financial Solutions, LLC 6.34% Reduce -47.2% 269,851 $21.6M
Archford Capital Strategies, LLC 2.51% Reduce -3.8% 269,002 $21.6M
Diversify Advisory Services, LLC 0.68% Add +43.6% 263,151 $21.4M
Keeler & Nadler Financial Planning & Wealth Management 7.42% Add +5.5% 266,614 $21.4M
Truist Financial Corp. 0.03% Add +3.3% 265,197 $21.3M
Beacon Capital Management, Inc. 1.13% Reduce -32.3% 264,331 $21.2M
Atlas Private Wealth Advisors 4.93% Add +11.3% 263,012 $21.1M
Wise Wealth Partners 29.49% Add +6.8% 256,106 $20.5M
Legacy Advisory Services, LLC 15.31% Add +0.1% 253,869 $20.4M
Strategic Blueprint, LLC 1.19% Reduce -2.7% 250,618 $20.1M
Focus Financial Network, Inc. 0.69% Add +9.6% 248,554 $19.9M
US Bancorp \de 0.02% Reduce -62.6% 248,410 $19.9M
Evermay Wealth Management LLC 2.23% Add +2.8% 248,277 $19.9M
Investors Research Corp 3.65% Add +2.9% 248,254 $19.9M
Corient Private Wealth LP 0.03% Reduce -2.0% 246,829 $19.8M
Tableaux LLC 13.87% Reduce -48.2% 242,920 $19.6M
Luken Investment Analytics, LLC 7.61% Add +1.0% 240,385 $19.3M
Archer Investment Corp 4.35% Add +8.5% 239,916 $19.2M
Advisor OS, LLC 1.55% Reduce -2.9% 239,641 $19.2M
Focus Partners Advisor Solutions, LLC 0.24% Add +1130.3% 239,228 $19.2M
Blue Water Asset Management 6.86% — 237,824 $19.1M
Windsor Capital Management, LLC 5.56% Reduce -3.6% 236,562 $19.0M
Capital Advantage, Inc. 2.52% Add +12.3% 232,631 $18.7M
Capital Financial Group Inc\co\ 10.32% — 230,740 $18.5M
Belpointe Asset Management LLC 0.67% Add +19.9% 229,628 $18.4M
Maripau Wealth Management LLC 8.39% Add +3.6% 227,302 $18.2M
Bay Capital Advisors, LLC 11.11% Add +3.8% 227,071 $18.2M
Coppell Advisory Solutions LLC 1.79% Add +20.6% 231,181 $18.1M
Asset Allocation Strategies LLC 3.32% Add +19.3% 223,827 $18.0M
Legacy Solutions, LLC 15.76% Reduce -1.7% 223,648 $17.9M
Curtis Advisory Group, LLC 3.76% Reduce -19.8% 223,388 $17.9M
Fortitude Financial, LLC 15.20% New 223,358 $17.9M
AdvisorNet Financial, Inc 0.95% Add +10.3% 222,100 $17.8M
IMC-Chicago, LLC 0.31% New 221,234 $17.7M
Gen-Wealth Partners Inc 5.63% Add +4.8% 218,868 $17.6M
Advisory Alpha, LLC 0.48% Reduce -8.7% 218,742 $17.5M
Valtinson Bruner Financial Planning LLC 5.03% Add +0.3% 217,816 $17.5M
S. R. Schill & Associates 12.29% Reduce -1.6% 216,924 $17.4M
Arwa LLC 10.14% — 216,443 $17.4M
FMR LLC 0.00% Add +9.9% 215,901 $17.3M
RBF Capital, LLC 0.79% No change 214,574 $17.2M
CoreCap Advisors, LLC 0.60% Reduce -0.1% 212,842 $17.1M
Forthright Family Wealth Advisory LLC 10.55% Add +1.0% 209,322 $16.8M
Merkkuri Wealth Advisors LLC 11.24% Reduce -6.1% 205,912 $16.5M
Brown Financial Advisors 6.01% Add +1.7% 204,769 $16.4M
Selective Wealth Management, Inc. 5.09% Add +7.7% 200,244 $16.3M
Chicago Partners Investment Group LLC 0.40% Add +4.8% 200,015 $16.2M
NBZ Investment Advisors LLC 7.06% Reduce -46.5% 201,549 $16.2M
Ridgeline Wealth, LLC 11.20% Reduce -0.9% 201,328 $16.2M
Citizens Financial Group Inc. 0.22% Add +15.8% 200,174 $16.1M
Kingsview Wealth Management, LLC 0.23% Add +64.0% 199,671 $16.0M
Mattson Financial Services, LLC 3.74% Add +9.1% 199,537 $16.0M
Atria Investments, Inc 0.18% Add +8.1% 198,401 $15.9M
NovaPoint Capital, LLC 4.10% Add +2.9% 198,298 $15.9M
Renaissance Technologies 0.02% New 198,100 $15.9M
Captrust Financial Advisors 0.03% Add +8.3% 197,877 $15.9M
Benjamin Edwards Inc. 0.17% Add +1.5% 196,458 $15.8M
Cornerstone Wealth Group, LLC 1.06% Add +20.3% 194,179 $15.6M
Waterloo Capital, L.P. 1.12% Add +16.5% 194,087 $15.6M
Mutual Advisors, LLC 0.33% Reduce -8.6% 193,974 $15.6M
Lord & Richards Wealth Management, LLC 13.33% Add +51.3% 193,455 $15.5M
Rational Advisors, Inc. 1.69% Reduce -9.3% 192,951 $15.5M
Arkadios Wealth Advisors 0.31% Add +422.1% 191,715 $15.4M
SkyOak Wealth, LLC 2.74% Reduce -2.5% 189,742 $15.2M
Hobbs Group Advisors, LLC 4.56% Add +15.3% 188,556 $15.1M
Quadrant Private Wealth Management, LLC 2.48% Add +11.7% 188,544 $15.1M
Meridian Wealth Management, LLC 0.53% Add +69.1% 187,100 $15.0M
Fragasso Financial Advisors Inc 0.90% Add +9.9% 186,009 $14.9M
CSM Advisors, LLC 0.40% Add +9.1% 185,083 $14.8M
Kohmann Bosshard Financial Services, LLC 1.35% Reduce -1.3% 184,821 $14.8M
Sowell Financial Services LLC 0.54% Add +3.3% 184,788 $14.8M
United Asset Strategies, Inc. 1.13% Add +1.0% 182,438 $14.6M
Money Concepts Capital Corp. 0.82% Add +5.4% 182,305 $14.6M
Hobbs Wealth Management, LLC 14.12% Add +0.8% 180,796 $14.5M
Abound Financial, LLC 5.61% Reduce -8.2% 180,767 $14.5M
Keystone Financial Services, LLC 9.83% Add +0.9% 179,994 $14.4M
National Bank of Canada 0.01% Reduce -15.1% 179,049 $14.4M
Sheets Smith Wealth Management 1.57% Reduce -1.3% 178,554 $14.3M
Crestwood Advisors Group, LLC 0.24% Add +602.8% 178,461 $14.3M
Valmark Advisers, Inc. 0.17% Reduce -0.8% 175,505 $14.1M
Lincoln Capital Corp. 5.00% Add +15.2% 175,313 $14.1M
Tidemark, LLC 3.99% Reduce -24.0% 175,130 $14.0M
Foundations Investment Advisors, LLC 0.18% Reduce -10.9% 175,018 $14.0M
Advisory Services Network, LLC 0.20% Add +2.0% 174,780 $14.0M
Westwind Capital 2.86% Add +17.1% 174,318 $14.0M
PCG Wealth Advisors, LLC 3.95% Add +2.4% 173,960 $14.0M
Legacy Wealth Management, LLC / MS 3.72% Add +26.2% 173,850 $13.9M
Blair William & Co. 0.04% Add +41.9% 173,758 $13.9M
OMNI 360 Wealth, Inc. 7.10% Reduce -1.9% 170,730 $13.9M
VestGen Advisors, LLC 0.58% Reduce -69.7% 171,194 $13.7M
Rainier Family Wealth Inc. 10.34% Add +9.7% 171,051 $13.7M
WealthTrak Capital Management LLC 9.76% Reduce -0.5% 169,979 $13.6M
Fosun International Ltd 3.44% New 169,500 $13.6M
Towercrest Capital Management 2.14% Reduce -2.0% 169,228 $13.6M
Tortoise Investment Management, LLC 1.18% Add +41.9% 167,397 $13.4M
Financial Futures Ltd Liability Co. 6.18% Add +2.0% 166,274 $13.3M
MKT Advisors LLC 4.55% Add +17.9% 164,649 $13.3M
Pinnacle Wealth Planning Services, Inc. 1.39% Add +6.0% 165,548 $13.3M
Oarsman Capital, Inc. 1.72% Add +7.4% 165,466 $13.3M
GenWealth Group, Inc. 2.26% Reduce -0.7% 162,785 $13.3M
Slagle Financial, LLC 4.59% Add +1.7% 163,927 $13.2M
Cannon Wealth Management Services, LLC 9.07% Reduce -1.6% 160,236 $12.9M
Janney Montgomery Scott LLC 0.03% Add +9.8% 160,042 $12.8M
Elevated Capital Advisors, LLC 2.99% Reduce -4.4% 159,984 $12.8M
Centaurus Financial, Inc. 0.58% Add +10.9% 159,265 $12.8M
Total Clarity Wealth Management, Inc. 3.08% Reduce -8.3% 158,643 $12.7M
Daviman Financial, LLC 7.47% — 158,630 $12.7M
Park Place Capital Corp 2.64% Add +8.3% 157,833 $12.7M
Fortis Group Advisors, LLC 2.12% Reduce -35.1% 155,203 $12.6M
MidFirst Bank 1.01% — 157,429 $12.6M
Stone Summit Wealth LLC 3.41% Add +82.8% 156,733 $12.6M
Ethos Financial Group, LLC 0.91% Reduce -11.7% 153,470 $12.3M
Astoria Portfolio Advisors LLC. 2.78% Reduce -3.8% 152,304 $12.2M
Independent Wealth Network Inc. 3.74% Add +1.9% 152,138 $12.2M
M1 Capital Management LLC 5.04% Add +4.6% 150,657 $12.1M
Marathon Strategic Advisors, LLC 9.17% Reduce -4.5% 149,672 $12.0M
Clarity Retirement & Wealth, LLC 10.53% — 149,175 $12.0M
SeedSafe Financial LLC 10.56% — 148,713 $11.9M
Welch Capital Partners LLC 2.38% Reduce -1.5% 148,207 $11.9M
Savvy Advisors, Inc. 0.38% Add +482.8% 147,748 $11.9M
DAVENPORT & Co LLC 0.06% Add +5.9% 147,073 $11.8M
Perennial Investment Advisors, LLC 0.92% Reduce -0.4% 145,781 $11.7M
Pathstone Holdings, LLC 0.04% Add +1.9% 145,091 $11.6M
Rockefeller Capital Management L.P. 0.02% Add +12.2% 145,023 $11.6M
Ashton Thomas Private Wealth, LLC 0.28% Reduce -32.4% 143,721 $11.5M
Paladin Wealth, LLC 7.87% Add +20.7% 143,654 $11.5M
B.O.S.S. Retirement Advisors, LLC 3.62% Reduce -37.6% 143,410 $11.5M
CreativeOne Wealth, LLC 0.27% Add +0.6% 140,715 $11.3M
Wealthcare Capital Partners, LLC 5.26% Reduce -2.5% 139,972 $11.2M
Guardian Asset Advisors, LLC 5.81% Add +2.1% 139,255 $11.2M
Cutler Investment Counsel LLC 1.15% Add +4.8% 137,541 $11.0M
Venture Visionary Partners LLC 0.36% Add +13.2% 136,085 $11.0M
Alliance Wealth Management Group 2.40% Reduce -2.4% 136,452 $10.9M
FSB Premier Wealth Management, Inc. 3.45% Reduce -0.4% 135,658 $10.9M
Stonehaven Wealth & Tax Solutions, LLC 9.78% Reduce -1.6% 135,620 $10.9M
JBR Co Financial Management Inc 4.55% Add +3.3% 135,446 $10.9M
Vantage Point Financial LLC 3.84% Add +9.3% 133,913 $10.7M
Hollencrest Capital Management 0.37% Add +0.8% 133,493 $10.7M
One Degree Advisors Inc 2.94% Add +2.4% 133,163 $10.7M
BIP Wealth, LLC 0.37% Add +3.2% 130,403 $10.5M
Integrity Advisory Solutions, LLC 1.51% Add +9.0% 130,323 $10.5M
Arvest Investments, Inc. 1.45% Add +600.8% 128,988 $10.3M
Cordoba Advisory Partners LLC 2.56% — 128,987 $10.3M
Apeiron RIA LLC 2.08% Reduce -13.1% 125,250 $10.2M
StoneCrest Wealth Management, Inc. 4.13% Add +7.1% 127,642 $10.2M
Naples Global Advisors, LLC 0.76% Add +2.9% 127,427 $10.2M
Black Swift Group, LLC 1.70% Add +3.8% 127,212 $10.2M
Pine Valley Investments Ltd Liability Co 0.51% Add +3.4% 126,865 $10.2M
Blue Bell Private Wealth Management, LLC 1.46% Add +3.0% 124,111 $10.0M
Strategic Advisors LLC 1.55% Add +8.3% 123,448 $9.9M
Flynn Zito Capital Management, LLC 3.52% Reduce -0.0% 122,793 $9.9M
Turning Point Benefit Group, Inc. 5.11% Reduce -12.2% 121,980 $9.8M
Optima Capital LLC 4.23% Add +1314.7% 121,873 $9.8M
Jump Financial, LLC 0.13% New 121,614 $9.8M
Mosaic Family Wealth Partners, LLC 1.07% Add +1863.1% 121,474 $9.7M
Baltimore-Washington Financial Advisors, Inc. 0.40% Reduce -11.7% 120,474 $9.7M
Upper Left Wealth Management, LLC 5.89% Add +7.5% 120,443 $9.7M
EP Wealth Advisors, LLC 0.05% — 120,364 $9.7M
Clarus Wealth Advisors 3.99% Reduce -0.5% 117,948 $9.6M
Guardian Wealth Advisors, LLC / NC 0.60% Add +7.5% 120,002 $9.6M
Alesco Advisors, LLC, An ESL Co 0.25% Add +24.3% 119,399 $9.6M
Columbia River Financial Group, LLC 5.88% Reduce -5.3% 119,369 $9.6M
Apollon Financial, LLC 1.39% Reduce -7.6% 119,311 $9.6M
Wealthcare Capital Management LLC 0.95% Add +13.3% 118,956 $9.5M
Tower View Wealth Management LLC 4.71% Add +6.5% 118,769 $9.5M
Bull Oak Capital, LLC 3.88% Reduce -2.5% 118,301 $9.5M
Arcadia Wealth Management, LLC 3.50% Reduce -0.3% 117,295 $9.4M
Cobblestone Asset Management LLC 4.21% Reduce -1.4% 116,867 $9.4M
Golden State Wealth Management, LLC 0.99% Add +3.4% 116,592 $9.4M
Worth Asset Management, LLC 3.94% Reduce -11.6% 115,677 $9.3M
Transamerica Financial Advisors, LLC 0.77% Reduce -2.5% 115,627 $9.3M
Tradition Wealth Management, LLC 0.66% Add +1.6% 115,395 $9.3M
Empower Advisory Group, LLC 0.02% Reduce -28.5% 114,862 $9.2M
Beacon Pointe Advisors, LLC 0.06% Add +20.9% 113,381 $9.1M
Summit Financial, LLC 0.13% Add +22.6% 112,802 $9.0M
Uptick Partners, LLC 1.93% Add +1303.4% 112,593 $9.0M
Independence Wealth Advisors, LLC 5.06% — 112,084 $9.0M
Howard Bailey Securities, LLC 3.52% Reduce -13.6% 111,331 $8.9M
Triad Wealth Partners, LLC 0.85% Add +1.3% 111,097 $8.9M
Cooper Capital Advisors LLC 5.61% Add +5.2% 111,006 $8.9M
Morling Financial Advisors, LLC 2.77% Reduce -1.8% 109,702 $8.8M
Arq Wealth Advisors, LLC 2.37% Add +6.7% 109,266 $8.8M
Evergreen Capital Management LLC 0.19% Add +0.1% 108,341 $8.7M
Adams Wealth Management 1.82% Reduce -8.5% 106,269 $8.5M
CacheTech Inc. 1.58% Reduce -8.5% 106,269 $8.5M
Nations Financial Group Inc, /Ia/ 0.45% Add +347.4% 105,436 $8.5M
HBK Investments L P 0.10% Add +91.9% 105,288 $8.4M
&partners 0.04% Add +46.8% 103,984 $8.3M
Hopwood Nicholas Hunter 2.70% — 103,353 $8.3M
BlackDiamond Wealth Management, LLC 4.02% Reduce -12.4% 101,136 $8.3M
Mma Asset Management LLC 2.94% Reduce -50.9% 102,806 $8.2M
Encompass More Asset Management 1.52% Add +8.0% 101,957 $8.2M
Convergence Financial, LLC 1.19% Add +2.6% 101,683 $8.2M
Regal Investment Advisors LLC 0.49% Add +112.8% 101,524 $8.1M
Meitav Investment House Ltd. 0.09% Add +0.1% 101,472 $8.1M
Richardson Financial Services Inc. 2.63% Reduce -2.9% 101,450 $8.1M
Apollon Wealth Management, LLC 0.14% Add +13.2% 101,165 $8.1M
Perennial Advisors, LLC 1.36% Add +69.8% 100,781 $8.1M
Vise Technologies, Inc. 0.16% Add +116.7% 100,546 $8.1M
Trinity Wealth Management, LLC 2.96% Add +11.2% 100,222 $8.0M
River Street Advisors LLC 2.99% Add +7.1% 99,629 $8.0M
Values Added Financial LLC 3.36% Reduce -0.3% 99,309 $8.0M
FFG Retirement Advisors LLC 4.94% Add +1.4% 99,309 $8.0M
Patriot Financial Group Insurance Agency, LLC 0.95% Add +5.7% 98,759 $7.9M
Albion Financial Group 0.49% Add +54123.1% 98,686 $7.9M
CIBC Private Wealth Group LLC 0.01% Add +412.1% 98,584 $7.9M
Gambit Capital Management, LLC 5.65% — 98,525 $7.9M
Lighthouse Financial Services Inc. 1.80% — 97,736 $7.8M
Steward Partners Investment Advisory, LLC 0.04% Add +7.6% 97,670 $7.8M
Comerica Bank 0.03% Add +139.4% 97,406 $7.8M
ERn Financial, LLC 1.46% Add +1.3% 97,067 $7.8M
Balefire, LLC 1.51% Add +2.7% 96,484 $7.7M
Range Financial Group LLC 2.67% Add +5.3% 96,326 $7.7M
JPL Wealth Management, LLC 1.87% Add +1098.8% 95,557 $7.7M
Sutton Place Investors LLC 4.17% Reduce -2.8% 94,580 $7.6M
Wealth Management Resources, Inc. 2.67% Reduce -7.6% 94,517 $7.6M
Condor Capital Management 0.61% Reduce -3.3% 94,328 $7.6M
Midwest Heritage Bank, FSB 2.59% Reduce -0.3% 93,664 $7.5M
Northern Trust Corp. 0.00% Add +1.4% 93,387 $7.5M
Aspire Private Capital, LLC 1.65% Reduce -0.9% 92,232 $7.4M
Acorn Financial Advisory Services Inc. 1.08% Reduce -8.9% 91,641 $7.4M
SK Wealth Management, LLC 2.03% Add +84.7% 89,340 $7.3M
Silver Oak Securities, Incorporated 0.49% Reduce -3.6% 89,673 $7.2M
E&G Advisors, LLC 1.60% Add +5.5% 89,458 $7.2M
Shepherd Financial Partners LLC 0.65% Add +0.1% 88,080 $7.1M
Laurel Oak Wealth Management, LLC 1.19% — 87,746 $7.0M
Firethorn Wealth Partners, LLC 2.60% Reduce -5.6% 86,556 $6.9M
Tandem Investment Partners LLC 5.81% Reduce -3.5% 85,865 $6.9M
Trademark Financial Management, LLC 3.78% Add +64.7% 85,692 $6.9M
Commonwealth Financial Services, LLC 1.12% Reduce -0.1% 84,508 $6.8M
Copia Wealth Management 4.80% Reduce -1.6% 83,756 $6.7M
O'shaughnessy Asset Management, LLC 0.04% Add +15.3% 83,402 $6.7M
JNBA Financial Advisors 0.58% Add +97.2% 83,149 $6.7M
Financial Guidance Group, Inc. 2.72% Add +17.4% 82,741 $6.6M
Prime Capital Investment Advisors, LLC 0.08% Add +33.0% 82,458 $6.6M
Madison Asset Management, LLC 0.08% Reduce -16.7% 81,327 $6.5M
Clearview Wealth Advisors LLC 4.12% Add +1.3% 81,063 $6.5M
Axxcess Wealth Management, LLC 0.12% Reduce -19.3% 80,755 $6.5M
BNP Paribas Financial Markets 0.00% Add +18.6% 80,299 $6.4M
Sanchez Wealth Management Group 1.36% Add +36.3% 79,160 $6.4M
Brogan Financial, Inc. 2.76% Add +6.7% 78,848 $6.3M
Continuum Advisory, LLC 0.63% Reduce -10.7% 78,740 $6.3M
Compass Wealth Management LLC 1.57% Add +24.9% 78,371 $6.3M
Transcendent Capital Group LLC 2.83% Reduce -0.0% 77,917 $6.3M
Horizon Wealth Management, LLC 0.96% Add +0.1% 77,479 $6.2M
National Wealth Management Group, LLC 2.15% Add +35.8% 77,160 $6.2M
Carroll Advisory Group, LLC 2.66% — 76,614 $6.1M
Ciovacco Capital Management LLC 3.04% Reduce -4.4% 75,659 $6.1M
Nwam LLC 0.34% Reduce -54.4% 74,420 $6.1M
Advisors Preferred, LLC 0.99% Add +20.4% 75,405 $6.1M
Etesian Wealth Advisors, Inc. 1.89% Add +17.6% 74,953 $6.0M
Moisand Fitzgerald Tamayo, LLC 0.68% Reduce -4.1% 74,574 $6.0M
Blue Capital, Inc. 4.26% Reduce -1.4% 74,530 $6.0M
Abound Wealth Management 1.40% Add +16.3% 74,262 $6.0M
Tudor Investment Corporation 0.03% Reduce -10.0% 73,914 $5.9M
Jackson, Grant Investment Advisers, Inc. 1.95% Add +0.1% 73,649 $5.9M
Smartleaf Asset Management LLC 0.22% Add +54.4% 72,899 $5.9M
Midwest Trust Co 0.07% Reduce -0.2% 73,400 $5.9M
Brown Miller Wealth Management, LLC 1.63% Add +13.2% 73,337 $5.9M
GTS Securities LLC 0.20% Add +19.9% 72,839 $5.8M
Bush Investment Group, LLC 3.27% Reduce -0.6% 72,819 $5.8M
Cushing Capital Partners, LLC 4.31% Add +15.0% 72,499 $5.8M
Kanawha Capital Management LLC 0.40% Add +0.4% 72,053 $5.8M
Spectrum Planning & Advisory Services Inc. 2.96% Reduce -2.5% 71,779 $5.8M
Legacy Capital Group California, Inc. 1.39% Reduce -3.9% 71,287 $5.7M
Meridian Financial Advisors, LLC 3.11% Add +11.9% 71,179 $5.7M
Courier Capital LLC 0.32% Reduce -1.8% 71,158 $5.7M
HBK Sorce Advisory LLC 0.13% Reduce -7.3% 69,656 $5.7M
Syntegra Private Wealth Group, LLC 0.51% Reduce -1.5% 69,827 $5.6M
Tilson Financial Group, Inc. 1.72% Add +2.5% 69,606 $5.6M
Truefg, LLC 1.49% Add +1.9% 69,266 $5.6M
Tailwinds Wealth, LLC 5.97% — 69,026 $5.5M
Timmons Wealth Management, LLC 5.38% — 68,147 $5.5M
McKinley Carter Wealth Services, Inc. 0.31% Reduce -10.8% 68,064 $5.5M
WealthPoint Financial, LLC 4.75% — 68,027 $5.5M
Redwood Investment Management, LLC 0.61% Add +15.8% 67,755 $5.4M
Theory Financial LLC 1.83% Add +2.6% 66,662 $5.4M
Uniting Wealth Partners, LLC 1.65% New 66,951 $5.4M
Per Stirling Capital Management, LLC. 0.59% Add +0.4% 66,017 $5.3M
Aldebaran Financial Inc. 4.88% Add +22.7% 65,238 $5.3M
Modera Wealth Management, LLC 0.06% Reduce -7.6% 65,578 $5.3M
Maridea Wealth Management LLC 0.78% Add +0.2% 64,621 $5.2M
Parallel Advisors, LLC 0.09% Add +3.3% 64,510 $5.2M
Financial Security Advisor, Inc. 1.00% Reduce -0.6% 64,425 $5.2M
Perigon Wealth Management, LLC 0.09% Reduce -0.5% 64,296 $5.2M
Catalina Capital Group, LLC 3.15% Add +0.7% 63,965 $5.1M
Pure Financial Advisors, LLC 0.08% Add +820.0% 63,904 $5.1M
Lifeworks Advisors, LLC 0.66% Reduce -0.1% 63,733 $5.1M
Marathon Mission, Inc. 2.92% Reduce -4.4% 62,992 $5.1M
GeoWealth Management, LLC 0.19% Add +20.7% 62,889 $5.0M
Evolution Wealth Management Inc. 4.16% Add +72.0% 62,713 $5.0M
Alpha Financial Partners LLC 3.07% Add +0.0% 62,701 $5.0M
MLP3, LLC 5.47% — 62,422 $5.0M
ATX Financial Planning, LLC 3.85% — 62,236 $5.0M
Orange Investment Advisors, Inc. 0.55% Add +51.3% 62,193 $5.0M
Parcion Private Wealth LLC 0.30% Reduce -1.1% 61,871 $5.0M
Beaumont Financial Advisors, LLC 0.33% Reduce -2.2% 61,822 $5.0M
Gerber Kawasaki Wealth & Investment Management 0.17% Reduce -0.7% 61,722 $5.0M
Brio Consultants, LLC 0.64% Add +275.1% 61,446 $4.9M
Manhattan West Asset Management, LLC 1.00% Reduce -26.9% 60,787 $4.9M
Vectors Research Management, LLC 1.49% Reduce -2.6% 60,725 $4.9M
Vestment Financial LLC 2.52% Add +3.8% 59,545 $4.9M
Prostatis Group LLC 1.16% Reduce -2.3% 60,592 $4.9M
LifeWealth Investments, LLC 1.53% Reduce -9.8% 60,164 $4.8M
Old Mission Capital LLC 0.19% New 60,120 $4.8M
Dearborn Partners LLC 0.24% Add +29.3% 59,982 $4.8M
Fonville Wealth Management LLC 0.97% Add +2.0% 59,445 $4.8M
URS Advisory LLC 3.92% — 58,870 $4.7M
Cary Street Partners Investment Advisory LLC 1.26% Add +6397.9% 58,351 $4.7M
Lunt Capital Management, Inc. 1.75% Add +3.7% 58,183 $4.7M
Old Second National Bank of Aurora 0.93% Add +15.4% 57,928 $4.6M
Chatterton & Associates Inc. 3.91% — 56,943 $4.6M
Traynor Capital Management, Inc. 0.24% Reduce -11.2% 55,254 $4.4M
Robertson Stephens Wealth Management, LLC 0.12% Reduce -2.7% 55,189 $4.4M
Downshift Financial, LLC 2.73% — 55,594 $4.4M
Bestgate Wealth Advisors, LLC 7.63% Reduce -2.5% 54,100 $4.3M
Oregon Pacific Wealth Management, LLC 4.47% Add +49.7% 53,948 $4.3M
High Probability Advisors, LLC 0.58% Add +11.3% 53,760 $4.3M
Absolute Capital Management, LLC 1.57% Add +917.8% 53,718 $4.3M
Alaska Wealth Advisors, LLC 0.55% Add +13.3% 53,550 $4.3M
Curtis Wealth Management LLC 3.74% — 52,675 $4.3M
Hengehold Capital Management LLC 0.36% Add +268.8% 53,192 $4.3M
Semitam Bonam LLC 3.55% Add +8.0% 53,091 $4.3M
Beacon Financial Advisory LLC 0.98% Add +1.9% 52,540 $4.2M
HF Advisory Group, LLC 1.47% Add +1.3% 52,531 $4.2M
Integrated Wealth Management 4.73% — 52,440 $4.2M
Colton Groome Financial Advisors, LLC 1.20% Add +3.3% 52,332 $4.2M
Quantinno Capital Management LP 0.01% Add +33.0% 52,142 $4.2M
Capital Investment Advisory Services, LLC 0.30% Add +4.9% 52,136 $4.2M
Trek Financial, LLC 0.24% Add +2.6% 52,125 $4.2M
Compass Financial Group, Inc. 1.84% Reduce -0.9% 52,038 $4.2M
NorthCrest Asset Manangement, LLC 0.09% Reduce -15.4% 51,492 $4.2M
Tempus Wealth Planning, LLC 0.95% Add +6.2% 51,873 $4.2M
Synergy Investment Management, LLC 1.46% Reduce -0.1% 51,297 $4.1M
Palatine Hill Wealth Management, LLC 3.32% — 51,275 $4.1M
Balentine LLC 0.16% Reduce -1.7% 51,252 $4.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% Add +1095.5% 51,217 $4.1M
WealthPLAN Partners, LLC 0.61% Add +8.0% 51,129 $4.1M
ACT Advisors, LLC. 1.61% Reduce -2.4% 50,932 $4.1M
IMG Wealth Management, Inc. 2.59% New 50,871 $4.1M
Latitude Advisors, LLC 1.79% Add +4.7% 50,797 $4.1M
Schrum Private Wealth Management LLC 3.01% Add +5.5% 50,689 $4.1M
Cohen & Steers, Inc. 0.01% New 50,500 $4.1M
Emergent Wealth Advisors, LLC 2.28% Reduce -11.4% 50,486 $4.1M
Mission Wealth Management, LP 0.08% Reduce -8.1% 50,220 $4.0M
McNamara Financial Services, Inc. 0.76% Reduce -67.6% 49,869 $4.0M
Bluestem Financial Advisors, LLC 1.54% Reduce -1.4% 49,821 $4.0M
Catalyst Private Wealth, LLC 1.73% No change 49,489 $4.0M
Ritholtz Wealth Management 0.07% Add +0.6% 48,506 $3.9M
Aureum Wealth Management, LLC 3.60% — 48,295 $3.9M
Certuity, LLC 0.24% New 48,180 $3.9M
Cassilly Financial Group LLC 3.42% — 48,164 $3.9M
PKS Advisory Services, LLC 0.88% Add +21.4% 16,825 $3.8M
McHugh Group, LLC 2.21% Add +3.6% 47,881 $3.8M
SHUTTLEWORTH & Co 3.50% Add +47.3% 47,677 $3.8M
MSH Capital Advisors LLC 0.81% Add +10.2% 47,481 $3.8M
Federation des caisses Desjardins du Quebec 0.01% Reduce -2.0% 47,402 $3.8M
Galvin, Gaustad & Stein, LLC 0.30% Add +1052.5% 47,254 $3.8M
Beacon Financial Group 0.37% No change 46,363 $3.7M
Fiscal Wisdom Wealth Management, LLC 3.48% Add +1.2% 46,005 $3.7M
MBM Wealth Consultants, LLC 0.88% Add +3.6% 45,977 $3.7M
Clarity Financial LLC 0.34% Reduce -4.9% 45,863 $3.7M
Dakota Wealth Management 0.07% Add +5.1% 45,775 $3.7M
Centennial Advisors, LLC 4.72% — 45,322 $3.6M
Cercano Management LLC 0.14% No change 45,151 $3.6M
Avantax Planning Partners, Inc. 0.10% Add +0.0% 44,969 $3.6M
Spectrum Strategic Capital Management, LLC 1.91% Reduce -41.4% 44,865 $3.6M
YHB Investment Advisors, Inc. 0.25% Add +19.5% 44,862 $3.6M
HWG Holdings LP 0.87% Add +0.3% 44,860 $3.6M
First Trust Advisors LP 0.00% Reduce -14.0% 44,839 $3.6M
Vickerman Investment Advisors, Inc. 0.71% Reduce -0.9% 44,274 $3.6M
Wescott Financial Advisory Group, LLC 0.31% Reduce -2.1% 44,237 $3.5M
Ameritas Advisory Services, LLC 0.13% Reduce -28.0% 44,032 $3.5M
Transcend Capital Advisors, LLC 0.27% Reduce -19.6% 43,656 $3.5M
Fiduciary Alliance LLC 0.23% Add +294.9% 43,650 $3.5M
Elm Partners Management LLC 0.16% Add +9.9% 42,976 $3.4M
Creative Financial Designs Inc. 0.22% Add +3.3% 42,691 $3.4M
MN Wealth Advisors, LLC 1.73% Add +0.8% 42,609 $3.4M
Safe Harbor Wealth Advisors, LLC 3.29% — 42,401 $3.4M
Westover Capital Advisors, LLC 0.62% Add +21.9% 42,162 $3.4M
New Insight Wealth Advisors 1.21% Add +14.4% 42,135 $3.4M
Fourth Dimension Wealth, LLC 1.23% Reduce -7.3% 42,095 $3.4M
International Private Wealth Advisors LLC 2.12% Reduce -0.4% 42,048 $3.4M
XY Planning Network, Inc. 0.58% New 41,795 $3.4M
Insight Advisors, LLC/ PA 0.51% Add +33.8% 41,710 $3.3M
Asempa Wealth Advisors 2.88% — 41,623 $3.3M
Goodman Financial Corp 0.63% Reduce -4.9% 41,420 $3.3M
Lebenthal Global Advisors, LLC 0.51% Reduce -3.0% 41,311 $3.3M
Gilbert & Cook, Inc. 0.42% Add +6.3% 41,198 $3.3M
Apella Capital, LLC 0.07% Add +1.3% 40,999 $3.3M
Cambient Family Office, LLC 0.47% — 40,918 $3.3M
IFC & Insurance Marketing, Inc. 3.25% — 40,900 $3.3M
Sovran Advisors, LLC 0.28% Add +0.5% 40,153 $3.3M
JDM Financial Group LLC 1.27% Reduce -3.2% 40,746 $3.3M
Wedbush Securities Inc. 0.10% Add +469.6% 40,617 $3.3M
JSF Financial, LLC 0.67% Add +0.9% 40,295 $3.2M
USAdvisors Wealth Management, LLC 1.06% Add +0.6% 40,186 $3.2M
Titleist Asset Management, LLC 0.26% Add +0.4% 40,108 $3.2M
Intrepid Financial Planning Group LLC 1.22% Add +0.2% 40,091 $3.2M
Brookwood Investment Group LLC 0.39% Reduce -13.1% 40,003 $3.2M
RMR Wealth Builders 0.26% Add +0.2% 39,913 $3.2M
Csenge Advisory Group 0.14% Reduce -17.8% 39,700 $3.2M
Parkway Wealth Management Group, LLC 0.43% — 39,619 $3.2M
Bison Wealth, LLC 0.36% Reduce -41.6% 41,487 $3.2M
Corundum Group, Inc. 1.05% Add +1030.1% 39,180 $3.1M
Premier Private Wealth Management LLC 3.25% — 38,263 $3.1M
A4 Wealth Advisors LLC 2.66% Reduce -27.2% 38,359 $3.1M
Annex Advisory Services, LLC 0.06% Reduce -9.0% 38,226 $3.1M
Fortitude Family Office, LLC 0.71% Reduce -4.0% 37,620 $3.0M
Cape Investment Advisory, Inc. 0.93% Add +65.6% 37,574 $3.0M
Arista Wealth Management, LLC 0.37% Add +1.8% 37,225 $3.0M
Q3 Asset Management 0.68% Reduce -57.3% 37,121 $3.0M
Renasant Bank 1.99% Reduce -7.3% 36,563 $2.9M
Advyzon Investment Management, LLC 0.34% Reduce -17.0% 36,450 $2.9M
Novus Advisors, LLC 6.48% Reduce -4.9% 36,153 $2.9M
Hofer & Associates. Inc 1.54% Add +20.6% 36,151 $2.9M
Retirement Planning Group, LLC 0.10% Reduce -8.8% 36,053 $2.9M
Vivid Wealth Management, LLC 1.12% Add +6.9% 35,927 $2.9M
Worth Financial Advisory Group, LLC 1.38% Reduce -0.0% 35,549 $2.9M
Compound Planning, Inc. 0.08% Add +2.8% 35,521 $2.8M
Strategic Financial Concepts, LLC 2.60% Add +18.1% 35,418 $2.8M
American Financial Advisors, LLC 0.36% Reduce -0.8% 35,215 $2.8M
Stratos Investment Management, LLC 0.11% Reduce -2.0% 35,183 $2.8M
Schneider Downs Wealth Management Advisors, LP 0.31% No change 34,814 $2.8M
Connecticut Wealth Management, LLC 0.12% Add +29.1% 34,803 $2.8M
Delta Wealth Advisors LLC 2.33% Reduce -72.9% 34,698 $2.8M
ETF Store, Inc. 2.83% Add +10.0% 34,526 $2.8M
PCB Capital LLC 4.42% — 34,358 $2.8M
Private Trust Co. NA 0.24% Add +6.6% 33,957 $2.7M
Wright Wealth LLC 1.77% — 33,903 $2.7M
Facet Wealth, Inc. 0.05% Add +4.8% 32,616 $2.7M
American Investment Services, Inc. 0.62% Reduce -10.5% 33,075 $2.7M
Oppenheimer Asset Management Inc. 0.03% New 32,838 $2.6M
Pitti Group Wealth Management, LLC 2.16% Reduce -1.0% 32,778 $2.6M
Maple Capital Management, Inc. 0.17% New 32,749 $2.6M
CAP Partners, LLC 1.48% Add +3.3% 32,605 $2.6M
WorthPointe, LLC 0.69% New 32,538 $2.6M
Triumph Capital Management 0.56% Add +5.4% 32,430 $2.6M
Strategic Wealth Partners, Ltd. 0.18% Reduce -32.4% 32,170 $2.6M
Key Client Fiduciary Advisors, LLC 0.88% Add +5.1% 31,772 $2.5M
Elevation Wealth Management LLC 2.41% — 31,365 $2.5M
Ieq Capital, LLC 0.01% Add +50.7% 31,341 $2.5M
Butensky & Cohen Financial Security, Inc. 0.68% Add +0.4% 31,125 $2.5M
Edgestream Partners, L.P. 0.07% Add +25.3% 30,961 $2.5M
Puff Wealth Management, LLC 3.21% Add +38.6% 30,881 $2.5M
Heritage Family Offices, LLP 1.13% Add +29.9% 30,937 $2.5M
Summit Financial Wealth Advisors, LLC 0.35% New 30,675 $2.5M
Rwa Wealth Partners, LLC 0.03% Reduce -69.5% 30,632 $2.5M
Twin Peaks Wealth Advisors, LLC 0.71% Add +45.4% 30,011 $2.5M
Integrity Wealth Solutions LLC 0.96% Reduce -0.1% 30,408 $2.4M
Aspen Wealth Strategies, LLC 1.33% Add +999.1% 30,312 $2.4M
Seal Cove Capital, LLC 2.27% — 30,288 $2.4M
C M Bidwell & Associates Ltd. 1.14% Reduce -19.9% 30,134 $2.4M
My Personal CFO, LLC 1.01% New 30,061 $2.4M
Silverlake Wealth Management LLC 0.54% Add +0.1% 30,033 $2.4M
SBI Securities Co., Ltd. 0.06% Add +9.9% 29,810 $2.4M
Corsicana & Co. 1.34% Add +11.3% 29,785 $2.4M
NewEdge Wealth, LLC 0.03% Add +3.4% 29,462 $2.4M
Kavar Capital Partners Group, LLC 0.32% Add +0.0% 29,329 $2.4M
Narus Financial Partners, LLC 0.65% Add +0.6% 29,212 $2.3M
SMART Wealth LLC 0.71% Add +1.8% 29,186 $2.3M
Davidson Kempner Capital Management LP 0.05% No change 29,074 $2.3M
M Holdings Securities, Inc. 0.17% Add +46.8% 28,980 $2.3M
Financial Advisory Partners, LLC 0.65% Add +5.8% 28,924 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +41.6% 28,846 $2.3M
Sfm, LLC 1.35% Add +130.5% 28,680 $2.3M
Gould Capital, LLC 1.41% Add +48.7% 28,538 $2.3M
WealthShield Partners, LLC 0.25% Reduce -0.3% 28,489 $2.3M
October Effect Ltd 2.49% Reduce -4.0% 28,221 $2.3M
Neuberger Berman Group LLC 0.00% Add +16.9% 28,193 $2.3M
Shaker Investments LLC 0.93% Add +14.2% 27,934 $2.2M
Pinnacle Family Advisors, LLC 0.98% Reduce -7.6% 27,873 $2.2M
Realta Investment Advisors 0.73% Reduce -3.3% 27,847 $2.2M
HORAN Wealth, LLC 0.34% Add +4.3% 27,646 $2.2M
Stegent Equity Advisors, Inc. 1.73% Add +1.9% 27,591 $2.2M
Aspen Wealth Management LLC 0.46% Reduce -4.5% 27,225 $2.2M
Journey Strategic Wealth LLC 0.06% Add +12.4% 27,178 $2.2M
Teamwork Financial Advisors, LLC 0.23% Reduce -1.4% 27,105 $2.2M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 1.69% — 27,017 $2.2M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -0.8% 27,003 $2.2M
J.W. Cole Advisors, Inc. 0.05% Add +8.0% 74,800 $2.2M
Great Lakes Retirement, Inc. 0.22% Reduce -8.9% 26,862 $2.2M
Medallion Wealth Advisors, LLC 0.72% Reduce -3.9% 26,823 $2.2M
TrueWealth Advisors, LLC 0.55% Add +1.7% 26,620 $2.1M
Prospect Financial Services LLC 1.22% Reduce -2.8% 26,526 $2.1M
Insigneo Advisory Services, LLC 0.15% Add +1.7% 26,407 $2.1M
Prosperity Consulting Group, LLC 0.10% Add +5.6% 26,351 $2.1M
Peak Financial Advisors LLC 0.95% Add +420.8% 26,273 $2.1M
Dentgroup LLC 1.44% Add +4.9% 26,134 $2.1M
Koshinski Asset Management, Inc. 0.13% Reduce -0.5% 26,073 $2.1M
Red Crane Wealth Management, LLC 1.71% Add +3.0% 26,057 $2.1M
Raab & Moskowitz Asset Management LLC 0.46% Reduce -1.4% 26,040 $2.1M
Holistic Financial Partners 0.76% Add +11.4% 25,989 $2.1M
Schwallier Wealth Management LLC 1.33% Reduce -14.5% 25,550 $2.1M
Evanson Asset Management, LLC 0.11% Add +7.1% 25,781 $2.1M
Cascade Financial Partners, LLC 0.21% Add +3.0% 25,759 $2.1M
Sei Investments Co. 0.00% Add +5.4% 25,668 $2.1M
Wagner Wealth Management, Corp 2.03% — 25,655 $2.1M
Rooted Wealth Advisors, Inc. 0.58% Reduce -2.0% 25,485 $2.1M
Metis Global Partners, LLC 0.05% Reduce -18.4% 25,621 $2.1M
Bleakley Financial Group, LLC 0.04% Add +0.7% 25,560 $2.1M
Vanguard Group Inc. 0.00% Add +43.9% 25,407 $2.0M
Frisco Financial Planning LLC 1.70% Reduce -4.3% 25,396 $2.0M
Vista Investment Management 0.67% Reduce -0.5% 25,386 $2.0M
Fulcrum Capital LLC 0.41% No change 25,338 $2.0M
Barnes Wealth Management Group, Inc 1.08% Reduce -4.8% 25,264 $2.0M
Access Financial Services, Inc. 0.73% Add +0.6% 25,079 $2.0M
Imprint Wealth LLC 9.19% Add +28.4% 24,525 $2.0M
Sentinel Pension Advisors, LLC 0.30% Add +0.1% 24,457 $2.0M
Treasure Coast Financial Planning 1.04% No change 24,411 $2.0M
Pinion Investment Advisors, LLC 0.48% Reduce -2.8% 24,326 $2.0M
Harmony Asset Management LLC 0.65% Reduce -1.2% 24,295 $1.9M
MFG Wealth Management, Inc. 1.52% Add +0.7% 24,268 $1.9M
Exencial Wealth Advisors, LLC 0.06% Reduce -2.8% 24,257 $1.9M
Momentum Wealth Planning, LLC 1.53% Reduce -3.6% 24,064 $1.9M
Stonebridge Financial Group, LLC 0.16% Add +16.2% 24,005 $1.9M
Sig Brokerage, LP 0.65% No change 24,000 $1.9M
Integrity Wealth Advisors, Inc. 1.35% New 23,579 $1.9M
CGN Advisors LLC 0.15% Add +1.0% 23,897 $1.9M
Norden Group LLC 0.19% Add +16.1% 23,829 $1.9M
Foronjy Financial LLC 0.80% Reduce -2.2% 23,809 $1.9M
Redwood Financial Network Corp 1.22% Reduce -1.6% 23,799 $1.9M
Root Financial Partners, LLC 0.10% Reduce -5.1% 23,797 $1.9M
Secure Asset Management, LLC 0.30% Add +7.8% 23,741 $1.9M
Sigma Planning Corp 0.05% Add +0.7% 23,389 $1.9M
Spirepoint Private Client, LLC 0.18% Add +4.9% 23,385 $1.9M
EverSource Wealth Advisors, LLC 0.07% Add +24.5% 23,156 $1.9M
Northstar Advisory Group, LLC 0.65% Add +261.4% 22,930 $1.8M
One Capital Management, LLC 0.06% Add +2.7% 22,852 $1.8M
Fermata Advisors, LLC 0.44% Reduce -3.7% 22,823 $1.8M
Moors & Cabot, Inc. 0.08% Add +9.5% 22,815 $1.8M
Concord Wealth Partners 0.24% Add +11.0% 22,676 $1.8M
Advisor Resource Council 0.64% New 22,011 $1.8M
Triton Financial Group Inc 1.18% Reduce -1.2% 22,254 $1.8M
Ranch Capital Advisors Inc. 0.66% Add +6.1% 22,230 $1.8M
Invested Advisors 1.84% Add +22.1% 22,200 $1.8M
Woodmont Investment Counsel LLC 0.11% No change 22,173 $1.8M
Whittier Trust Co. 0.02% No change 21,811 $1.8M
Wellington-Altus USA Inc. 1.32% — 22,131 $1.8M
RDA Financial Network 0.43% Add +0.1% 22,107 $1.8M
APS Management Group, Inc. 1.51% Reduce -0.6% 21,964 $1.8M
Stephens Inc. 0.02% Add +285.6% 21,805 $1.7M
Jane Street Group, LLC 0.00% Reduce -15.6% 21,788 $1.7M
Town Capital LLC 1.41% — 21,494 $1.7M
FWG Investments, LLC. 1.10% Add +6.0% 21,439 $1.7M
Collier Financial 1.27% Add +2.0% 21,147 $1.7M
LBMC Investment Advisors, LLC 0.11% Add +0.0% 21,145 $1.7M
Nvwm, LLC 0.37% New 21,063 $1.7M
Indivisible Partners 0.18% — 20,982 $1.7M
Coldstream Capital Management Inc. 0.02% Reduce -5.5% 20,890 $1.7M
RIA Advisory Group LLC 0.40% Reduce -2.1% 20,836 $1.7M
BankPlus Trust Department 0.44% Reduce -17.0% 20,761 $1.7M
Acorn Wealth Advisors, LLC 0.49% Add +1.8% 20,676 $1.7M
Investor's Fiduciary Advisor Network, LLC 0.35% Add +5.5% 20,545 $1.6M
Prosperity Financial Group, Inc. 0.59% Add +4.8% 20,289 $1.6M
Financial Planning Navigators CORP 0.74% — 20,223 $1.6M
GoalVest Advisory LLC 0.31% No change 20,117 $1.6M
Wilkins Miller Wealth Management, LLC 0.96% Reduce -0.9% 20,103 $1.6M
Concord Asset Management, LLC 0.28% Add +6.3% 20,008 $1.6M
EJMK Ventures LLC 0.98% — 19,793 $1.6M
Richard W. Paul & Associates, LLC 0.53% Reduce -9.2% 19,776 $1.6M
Founders Financial Securities LLC 0.09% New 19,688 $1.6M
Stirlingshire Investments, Inc. 1.40% — 19,676 $1.6M
United Advisor Group, LLC 0.20% Add +14.1% 19,674 $1.6M
ZEGA Investments, LLC 0.31% Add +31.0% 19,614 $1.6M
Caitlin John, LLC 1.03% Reduce -2.6% 19,557 $1.6M
Omnitrust Wealth Management, Inc 1.98% — 19,432 $1.6M
Wealth Group Ltd 0.35% Add +0.2% 19,282 $1.5M
Cibc World Markets Corp. 0.01% — 19,231 $1.5M
Hartford Financial Management Inc. 0.40% Add +1.3% 19,223 $1.5M
Verdence Capital Advisors LLC 0.09% Reduce -31.0% 19,220 $1.5M
Watershed Private Wealth LLC 0.46% Reduce -0.0% 19,220 $1.5M
Smith, Moore & Co. 0.12% Add +0.0% 19,053 $1.5M
Harbor Group, Inc. 0.23% Add +96.9% 18,995 $1.5M
Private Advisory Group LLC 0.12% Add +15.8% 18,609 $1.5M
Redhawk Wealth Advisors, Inc. 0.17% Add +16.0% 18,549 $1.5M
Cooper Financial Group 0.16% Reduce -2.3% 18,510 $1.5M
Orin Green Financial, LLC 0.59% Reduce -2.6% 18,354 $1.5M
Nemes Rush Group LLC 0.14% Reduce -0.8% 18,290 $1.5M
Anchor Investment Management, LLC 0.12% Add +6.3% 18,269 $1.5M
Peck Wealth Management, LLC 1.37% Reduce -6.8% 18,080 $1.5M
Wealthfront Advisers LLC 0.00% Add +57.7% 18,007 $1.4M
Bensler, LLC 0.14% Reduce -3.6% 17,948 $1.4M
MAI Capital Management 0.01% Add +3.2% 17,830 $1.4M
Legacy Edge Advisors, LLC 0.16% Reduce -2.6% 17,774 $1.4M
Kathmere Capital Management, LLC 0.10% Reduce -0.8% 17,626 $1.4M
Hilltop Holdings Inc. 0.08% Reduce -16.1% 17,604 $1.4M
Range Advisory, LLC 0.36% — 17,545 $1.4M
Resonant Capital Advisors, LLC 0.08% No change 17,515 $1.4M
Landmark Wealth Management, LLC 0.54% Add +1.1% 17,466 $1.4M
Thompson Davis & Co., Inc. 0.84% Add +18.7% 17,450 $1.4M
Quest 10 Wealth Builders, Inc. 1.24% Reduce -1.4% 17,307 $1.4M
Pallas Capital Advisors LLC 0.05% Reduce -0.2% 17,244 $1.4M
Clear Point Advisors Inc. 1.07% Add +0.1% 17,140 $1.4M
Blue Jean Financial LLC 1.11% — 16,979 $1.4M
TD Capital Management LLC 0.12% New 16,952 $1.4M
Storen Legacy Partners, LLC 0.43% — 16,947 $1.4M
360 Financial, Inc. 0.41% Add +3.5% 16,873 $1.4M
Headlands Technologies LLC 0.11% Reduce -5.7% 16,829 $1.4M
Axiom Financial Strategies, LLC 0.57% Add +1.9% 16,749 $1.3M
W.H. Cornerstone Investments Inc. 0.80% Reduce -0.2% 16,572 $1.3M
Qube Research & Technologies Ltd 0.00% Reduce -57.7% 16,514 $1.3M
Hutchens & Kramer Investment Management Group, LLC 0.46% Reduce -2.7% 16,500 $1.3M
Ascentis Independent Advisors 0.21% Reduce -1.9% 16,468 $1.3M
Jaffetilchin Investment Partners, LLC 0.08% Add +1.2% 16,434 $1.3M
Outlook Wealth Advisors, LLC 0.30% Add +83.1% 16,418 $1.3M
FSA Advisors, Inc. 0.91% New 16,360 $1.3M
Alamar Capital Management, LLC 0.72% New 16,338 $1.3M
Summit Global Investments 0.08% Add +60.8% 16,320 $1.3M
Millennium Capital Advisors, LLC 0.77% Add +0.3% 16,217 $1.3M
Cherry Tree Wealth Management, LLC 0.27% Add +2.9% 16,125 $1.3M
Professional Financial Advisors, LLC 0.26% Reduce -1.7% 15,943 $1.3M
Urban Wealth Management, LLC 1.19% — 15,922 $1.3M
QRG Capital Management, Inc. 0.01% Reduce -0.5% 15,741 $1.3M
Fortis Capital Advisors, LLC 0.19% Add +2.6% 15,738 $1.3M
Ayalon Insurance Comp Ltd. 0.30% No change 15,660 $1.3M
Bluesphere Advisors LLC 0.55% Reduce -3.0% 15,599 $1.3M
Sax Wealth Advisors, LLC 0.06% Reduce -5.6% 15,583 $1.3M
Summit Investment Advisory Services, LLC 0.47% Reduce -2.5% 15,464 $1.2M
Seeds Investor LLC 0.23% Add +30.0% 15,214 $1.2M
Serenus Wealth Advisors, LLC 0.24% Add +1.8% 15,152 $1.2M
Quadcap Wealth Management, LLC 0.14% Reduce -0.6% 15,142 $1.2M
Virtue Capital Management, LLC 0.18% Add +14.3% 14,922 $1.2M
Gotham Asset Management 0.00% Add +41.7% 14,937 $1.2M
WealthCare Investment Partners, LLC 0.35% Reduce -2.2% 14,786 $1.2M
Onyx Bridge Wealth Group LLC 0.13% Reduce -3.0% 14,810 $1.2M
Resurgent Financial Advisors LLC 0.60% Add +9.7% 14,809 $1.2M
Signet Financial Management, LLC 0.13% No change 14,786 $1.2M
Fulcrum Equity Management 1.13% Reduce -1.8% 14,758 $1.2M
tru Independence LLC 0.30% Reduce -5.6% 14,751 $1.2M
Fingerlakes Wealth Management, Inc. 0.75% Reduce -0.1% 14,725 $1.2M
Trivant Custom Portfolio Group, LLC 0.68% Add +3.6% 14,711 $1.2M
Runnymede Capital Advisors, Inc. 0.68% New 14,711 $1.2M
TLWM 0.22% Add +3.5% 14,648 $1.2M
Voisard Asset Management Group, Inc. 0.25% Reduce -6.4% 14,534 $1.2M
LOM Asset Management Ltd 0.34% Add +81.3% 14,500 $1.2M
Kestra Private Wealth Services, LLC 0.01% Reduce -13.6% 14,498 $1.2M
Whelan Financial 0.36% No change 14,484 $1.2M
Wealthgarden F.S. LLC 0.77% Add +7.3% 14,235 $1.2M
Financial Management Network Inc. 0.18% Reduce -3.0% 14,378 $1.2M
Nicholas Wealth, LLC. 0.78% New 14,397 $1.2M
Citigroup Inc. 0.00% Reduce -62.5% 14,146 $1.1M
4WEALTH Advisors, Inc. 0.98% Add +1.7% 14,101 $1.1M
Kingdom Financial Group LLC. 0.35% Add +76.5% 14,084 $1.1M
Embree Financial Group 0.14% Add +0.2% 13,894 $1.1M
Caliber Wealth Management, LLC / KS 0.12% Reduce -6.4% 13,795 $1.1M
MGB Wealth Management, LLC 0.32% Add +22.2% 13,761 $1.1M
Deutsche Bank AG 0.00% Add +5.4% 13,699 $1.1M
Leigh Baldwin & Co., LLC 0.72% Reduce -5.7% 13,659 $1.1M
MBE Wealth Management, LLC 0.46% Add +2.3% 13,596 $1.1M
Cardiff Park Advisors, LLC 0.09% Reduce -29.2% 13,578 $1.1M
Retirement Planning Co of New England, Inc. 0.44% Reduce -7.5% 13,570 $1.1M
WealthPlan Investment Management, LLC 0.07% Reduce -4.0% 13,384 $1.1M
New England Asset Management Inc. 0.15% No change 13,330 $1.1M
Estate Counselors, LLC 0.09% Reduce -35.6% 13,208 $1.1M
Confluence Wealth Services, Inc. 0.04% Add +0.7% 13,183 $1.1M
AMJ Financial Wealth Management 0.25% Add +4.7% 13,092 $1.1M
Jacobson & Schmitt Advisors, LLC 0.18% Add +5.4% 12,996 $1.0M
Summit Financial Consulting LLC 0.76% Reduce -6.2% 12,995 $1.0M
Community Bank, N.A. 0.12% Reduce -1.7% 12,992 $1.0M
Mason Investment Advisory Services, Inc. 0.05% No change 12,988 $1.0M
Accurate Wealth Management, LLC 0.13% Reduce -1.3% 12,801 $1.0M
Liberty Wealth Management LLC 0.13% Add +2.7% 12,825 $1.0M
Legacy Capital Wealth Partners, LLC 0.22% Reduce -9.7% 12,787 $1.0M
VCI Wealth Management LLC 0.28% New 12,760 $1.0M
Avior Wealth Management, LLC 0.03% Add +5.7% 12,755 $1.0M
Emerald Advisors, LLC 0.14% Add +7.1% 12,568 $1.0M
Athena Wealth Management, LLC 0.97% — 12,437 $998K
Fiduciary Financial Group, LLC 0.14% Add +75.5% 12,348 $991K
Clearstead Advisors, LLC 0.01% Reduce -4.8% 12,330 $989K
TD Waterhouse Canada Inc. 0.01% Add +24.3% 12,302 $987K
Optivise Advisory Services LLC 0.57% Add +209.0% 12,252 $983K
True Vision MN LLC 0.50% Reduce -3.8% 12,247 $982K
Asset One Wealth Management LLC 0.13% — 11,961 $979K
Mendel Money Management 0.41% Add +131.0% 12,163 $976K
Capital Advisors, Ltd. LLC 0.11% Add +0.0% 12,159 $975K
Transce3nd, LLC 7.85% Reduce -28.4% 11,884 $973K
Gallagher Fiduciary Advisors, LLC 0.03% Add +38.0% 12,111 $972K
Schorn Wealth LLC 0.29% Add +0.1% 12,057 $967K
Spire Wealth Management 0.03% Reduce -20.3% 12,020 $964K
Beckerman Institutional, LLC 0.54% Add +0.9% 11,958 $959K
Flagship Private Wealth, LLC 0.38% Reduce -26.4% 11,919 $956K
Rockwood Wealth Management, LLC 0.07% Reduce -4.1% 11,882 $953K
Troutman Wealth Management, LLC 0.78% — 11,816 $948K
Tiaa Trust, National Association 0.00% Reduce -6.6% 11,779 $945K
Baker Tilly Wealth Management, LLC 0.23% Reduce -7.0% 11,776 $945K
Global Endowment Management, LP 0.12% New 11,731 $941K
Donaldson Capital Management, LLC 0.03% No change 11,724 $940K
Deane Retirement Strategies, Inc. 0.39% Reduce -1.1% 11,669 $936K
Twin Focus Capital Partners, LLC 0.11% Add +47.7% 11,650 $935K
Vantage Investment Partners, LLC 0.06% No change 11,641 $934K
Next Level Wealth Planning, LLC 0.50% Reduce -1.0% 11,637 $934K
PCA Investment Advisory Services Inc. 0.33% Reduce -2.0% 11,622 $932K
G&S Capital LLC 0.33% Add +6.7% 11,522 $924K
Allworth Financial LP 0.00% Add +24.4% 11,511 $923K
Stevens Capital Partners 0.24% Add +12.5% 11,465 $920K
Invst, LLC 0.10% Reduce -0.7% 11,455 $919K
GK Wealth Management LLC 0.67% Add +0.6% 11,405 $915K
LongView Wealth Management 0.22% Add +11.9% 11,100 $908K
Liberty Atlantic Advisors LLC 0.89% — 11,270 $904K
Chemistry Wealth Management LLC 0.17% Reduce -9.2% 11,232 $901K
Perspective Wealth Advisors LLC 0.64% — 11,216 $900K
Five Oceans Advisors 0.32% Reduce -0.5% 11,185 $897K
Strong Retirement Solutions LLC 0.60% — 11,173 $896K
FreeGulliver LLC 0.40% Reduce -11.1% 11,132 $893K
World Equity Group, Inc. 0.25% Reduce -5.4% 11,125 $892K
Impact Partnership Wealth, LLC 0.11% Add +9.3% 11,117 $892K
Copley Financial Group, Inc. 0.55% Reduce -3.8% 11,044 $886K
Smith Asset Management Co., LLC 0.73% Add +17.2% 10,983 $881K
Lockerman Financial Group, Inc. 1.69% Add +0.0% 10,982 $881K
Crew Capital Management, Ltd 0.55% Add +0.5% 10,863 $871K
Stokes Family Office, LLC 0.08% Add +1.7% 10,837 $869K
Marks Group Wealth Management, Inc 0.08% New 10,760 $863K
Vermillion & White Wealth Management Group, LLC 0.47% No change 10,739 $861K
Capital Investment Advisors, LLC 0.01% Add +20.7% 10,696 $858K
Kelsey Financial, LLC 0.73% — 10,601 $850K
Signal Tree Financial Partners LLC 0.65% Reduce -0.2% 10,594 $850K
D.A. Davidson & Co. 0.01% Reduce -6.5% 10,590 $850K
Breachway Investments LLC 0.89% — 10,547 $846K
KPP Advisory Services LLC 0.12% Reduce -4.3% 10,538 $845K
Stewardship Advisors, LLC 0.20% Add +9.5% 10,534 $845K
Exit Wealth Advisors, LLC. 0.50% Add +0.6% 10,530 $845K
Taylor Securities Services, Inc. 0.38% — 10,500 $842K
Reliant Investment Partners, LLC 0.66% No change 10,494 $842K
MJT & Associates Financial Advisory Group, Inc. 0.63% Reduce -0.4% 10,452 $838K
Destiny Capital Corp 0.43% Reduce -10.0% 10,437 $837K
Simon Quick Advisors, LLC 0.04% Add +0.7% 10,411 $835K
Lane Brothers & Co. Inc. 0.60% — 10,405 $835K
William Mack & Associates, Inc. 0.39% Reduce -8.5% 10,400 $834K
Roman Butler Fullerton & Co. 0.22% Reduce -3.5% 10,271 $833K
Pacific Excel Wealth Advisors, Inc. 1.57% — 10,342 $830K
Investments & Financial Planning, LLC 0.44% Reduce -9.9% 10,335 $829K
Souders Financial Advisors 0.09% New 10,328 $829K
Brooklyn FI, LLC 0.18% New 10,319 $828K
Prospera Financial Services Inc 0.01% Add +59.2% 10,301 $827K
Atlantic Union Bankshares Corp 0.02% Add +0.0% 10,260 $823K
Magnus Financial Group LLC 0.06% Add +4.9% 10,231 $821K
Johnson Investment Counsel Inc. 0.01% Add +3.1% 10,194 $818K
Evernest Financial Advisors, LLC 0.17% Reduce -0.0% 10,000 $817K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +41.2% 10,141 $814K
Riggs Asset Managment Co. Inc. 0.16% Add +5.2% 10,118 $812K
Sharkey, Howes & Javer 0.10% Add +68.2% 10,101 $810K
Hemenway Trust Co LLC 0.06% Reduce -6.5% 10,085 $809K
American Money Management, LLC 0.13% Reduce -1.4% 10,009 $803K
Cutler Capital Management, LLC 0.30% New 9,995 $802K
Key Financial Inc 0.15% Add +3.3% 9,987 $801K
Coordinated Financial Services, Inc. 0.47% Add +0.1% 9,972 $800K
Berger Financial Group, Inc 0.05% Reduce -8.6% 9,936 $797K
Corrado Advisors, LLC 0.40% Reduce -2.8% 9,842 $790K
Pinnacle Financial Partners, Inc. 0.01% — 9,754 $783K
Chris Bulman Inc 0.35% Reduce -2.2% 9,726 $780K
Trilogy Capital Inc. 0.03% Reduce -4.0% 9,695 $778K
Cullen Investment Group, LTD. 0.10% New 9,500 $776K
AssuredPartners Investment Advisors, LLC 0.11% Reduce -23.7% 9,620 $772K
Hughes Financial Services, LLC 0.12% Reduce -0.5% 9,602 $770K
Cibc World Market Inc. 0.00% Add +72.8% 9,471 $760K
Regimen Wealth, LLC 0.22% Add +0.1% 9,371 $752K
Sankala Group LLC 0.60% — 9,288 $750K
Inspire Advisors, LLC 0.07% Reduce -0.3% 9,261 $743K
Empirical Asset Management, LLC 0.21% Reduce -20.3% 9,604 $743K
United Capital Financial Advisors, LLC 0.00% Reduce -4.2% 9,256 $743K
Arlington Trust Co LLC 0.08% Reduce -9.3% 9,245 $742K
Optimist Retirement Group LLC 0.34% Reduce -3.3% 9,241 $740K
Kovack Advisors, Inc. 0.04% New 9,217 $739K
High Note Wealth, LLC 0.14% Add +3.5% 9,204 $738K
Defender Capital, LLC. 0.24% New 9,200 $738K
Laurel Wealth Advisors LLC 0.10% Reduce -2.0% 9,192 $737K
SteelPeak Wealth, LLC 0.02% Reduce -7.2% 9,177 $736K
Summit Financial Strategies, Inc. 0.06% Reduce -3.2% 9,151 $734K
Strategic Investment Advisors / MI 0.06% Reduce -91.8% 9,102 $730K
Mission Creek Capital Partners, Inc. 0.15% Reduce -0.2% 8,989 $721K
Meeder Advisory Services, Inc. 0.03% Add +12.2% 8,978 $720K
StoneX Group Inc. 0.03% Add +27.6% 8,953 $719K
Cranbrook Wealth Management, LLC 0.14% Reduce -6.1% 8,918 $715K
Defined Wealth Management, LLC 0.41% Add +12.4% 8,913 $715K
Kestra Investment Management, LLC 0.02% Add +32.5% 8,878 $712K
Blue Edge Capital, LLC 0.09% Add +207.1% 8,798 $706K
Capital Planning Advisors, LLC 0.09% Reduce -2.2% 8,788 $705K
Gross & Hartman Investments LLC 0.40% — 8,737 $701K
Clarity Asset Management, Inc. 0.38% Add +16.3% 8,569 $687K
Asset Dedication, LLC 0.04% Add +13.9% 8,517 $683K
Aspiriant, LLC 0.02% Add +47.9% 8,423 $676K
Beta Wealth Group, Inc. 0.27% Reduce -0.2% 8,219 $659K
Precision Wealth Strategies, LLC 0.21% Add +2.4% 8,103 $650K
Altrius Capital Management Inc 0.14% Add +4.7% 8,095 $649K
Keybank National Association 0.00% No change 8,059 $646K
Global Strategic Investment Solutions, LLC 0.06% No change 8,000 $642K
Plante Moran Financial Advisors, LLC 0.04% Add +1.2% 7,998 $642K
Acropolis Investment Management, LLC 0.03% Add +0.0% 7,982 $640K
Laurel Wealth Planning LLC 0.35% Reduce -41.8% 7,976 $640K
Nikulski Financial, Inc. 0.15% Reduce -44.0% 7,934 $636K
Mach-1 Financial Group, LLC 0.13% Reduce -93.4% 7,855 $630K
Abundance Wealth Counselors 0.10% No change 7,752 $622K
Presper Financial Architects, LLC 0.35% Add +0.5% 7,746 $621K
Raleigh Capital Management Inc. 0.22% Add +3.9% 7,689 $617K
RB Capital Management, LLC 0.13% Add +47.9% 7,646 $613K
Sovereign Financial Group, Inc. 0.11% Reduce -7.8% 7,642 $613K
Commerce Bank 0.00% Add +1.1% 7,616 $611K
PFG Private Wealth Management, LLC 0.27% Reduce -75.2% 7,551 $606K
Expressive Wealth LLC 0.65% — 7,546 $605K
Opulen Financial Group LLC 0.44% Add +0.3% 7,521 $603K
Signature Estate & Investment Advisors LLC 0.01% Add +1.6% 7,505 $602K
Pacific Park Financial, Inc. 0.37% — 7,440 $597K
Accredited Investors Inc. 0.03% Add +8.9% 7,438 $597K
Synergy Asset Management, LLC 0.06% Reduce -78.4% 7,369 $591K
Three Seasons Wealth, LLC 0.06% Add +7.0% 7,366 $591K
Wedmont Private Capital 0.02% Reduce -8.4% 7,267 $590K
Manske Wealth Management 0.17% New 7,348 $589K
Jacobi Capital Management LLC 0.03% Reduce -1.4% 7,345 $589K
Lavaca Capital LLC 0.10% Reduce -2.6% 7,295 $585K
McLaughlin Asset Management, Inc. 0.52% — 7,286 $584K
Jefferies Financial Group Inc. 0.00% Add +0.4% 7,247 $581K
Cypress Financial Planning LLC 0.16% Reduce -2.6% 7,167 $579K
BlueChip Wealth Advisors LLC 0.24% Add +29.9% 7,219 $579K
Centric Wealth Management 0.12% Add +27.7% 7,047 $577K
Legacy Financial Group LLC 0.07% Add +15.6% 7,137 $576K
AlTi Global, Inc. 0.01% Reduce -21.4% 7,131 $572K
Threadgill Financial, LLC 0.23% Add +0.2% 7,061 $566K
Curbstone Financial Management Corp 0.11% No change 7,000 $562K
Paladin Advisory Group, LLC 0.41% Add +61.3% 6,988 $561K
Portland Financial Advisors Inc 1.19% No change 6,971 $559K
Orgel Wealth Management, LLC 0.01% Add +13.2% 6,966 $559K
Wall Street Financial Group, Inc. 0.41% Add +89.8% 6,803 $557K
Boothbay Fund Management, LLC 0.01% Reduce -11.5% 6,900 $554K
Klaas Financial Asset Advisors, LLC 0.08% New 6,828 $548K
Vision Retirement, LLC 0.15% — 6,816 $547K
Trivium Point Advisory, LLC 0.05% Reduce -1.3% 6,782 $544K
Provident Wealth Management, LLC 0.16% Add +0.3% 6,771 $543K
Southland Equity Partners LLC 0.11% Add +5.2% 6,759 $542K
Wellment Financial 0.62% Reduce -33.3% 6,630 $532K
Advisors Capital Management, LLC 0.01% Add +0.1% 6,623 $531K
M&T Bank Corp 0.00% No change 6,621 $531K
Wayfinding Financial, LLC 0.22% Add +1.9% 6,602 $529K
HBW Advisory Services LLC 0.06% Reduce -36.3% 6,549 $525K
Graetz Wealth LLC 0.48% — 6,527 $524K
Relyea Zuckerberg Hanson LLC 0.05% Add +0.3% 6,518 $523K
Fourpath Capital Management, LLC 0.07% Add +26.0% 6,468 $519K
First National Bank of Omaha 0.02% New 6,412 $518K
TSG Advice Partners, LLC 0.08% — 6,434 $516K
Leverty Financial Group, LLC 0.12% Reduce -32.8% 6,367 $511K
Pioneer Family Office, LLC 0.34% — 6,360 $510K
Carmel Capital Partners, LLC 0.18% Add +11.7% 6,358 $510K
Visionary Horizons, LLC 0.26% Add +6.9% 6,334 $508K
MY Wealth Management Inc. 0.44% No change 6,301 $505K
Magnolia Private Wealth, LLC 0.35% Add +14.9% 6,298 $505K
Waterway Wealth Management, LLC 0.11% Add +27.8% 6,283 $504K
Joel Adams & Associates, Inc. 0.38% Add +11.3% 6,274 $503K
Diversify Wealth Management, LLC 0.02% Add +8.3% 6,130 $500K
Destiny Wealth Partners, LLC 0.06% Reduce -0.9% 6,134 $500K
Integrated Advisors Network LLC 0.02% Add +3.2% 6,231 $500K
Milestone Asset Management Group, LLC 0.28% Reduce -1.9% 6,216 $499K
Global Trust Asset Management, LLC 0.20% Reduce -24.3% 6,209 $498K
Midwest Financial Network, LLC 0.38% Add +14.5% 6,190 $497K
Northstar Group, Inc. 0.07% No change 6,175 $495K
FLC Capital Advisors 0.09% No change 6,151 $493K
Lantern Wealth Advisors, LLC 0.26% Add +45.9% 6,119 $491K
CPC Advisors, LLC 0.05% Add +0.5% 6,112 $490K
Ironwood Financial, llc 0.08% Add +0.1% 5,982 $489K
Flower City Capital 0.25% Add +4.7% 6,096 $489K
Trust Co of the South 0.08% No change 6,079 $488K
Plan A Wealth LLC 0.24% Reduce -19.8% 6,077 $487K
Drucker Wealth 3.0, LLC 0.09% Reduce -8.8% 6,055 $486K
MJP Associates Inc. 0.06% Reduce -19.8% 6,051 $485K
Shira Ridge Wealth Management 0.19% Reduce -0.2% 6,038 $484K
PAX Financial Group, LLC 0.08% Reduce -7.4% 6,032 $484K
Waterfront Wealth Inc. 0.09% Add +65.7% 6,022 $482K
Liberty Capital Management, Inc. 0.09% No change 5,954 $478K
Capital Asset Advisory Services LLC 0.02% No change 5,854 $477K
Sonoma Allocations LLC 0.16% Add +6.2% 5,814 $475K
Wilson & Boucher Capital Management, LLC 0.31% No change 5,900 $473K
Targeted Financial Services LLC 0.41% — 5,877 $471K
Vontobel Holding Ltd. 0.00% Add +80.1% 5,873 $471K
Councilor Wealth, LLC 0.22% Add +80.0% 5,868 $471K
Financial Life Planners 0.34% Add +0.3% 5,865 $470K
Vigilare Wealth Management 0.16% Reduce -1.6% 5,857 $470K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -9.0% 5,849 $469K
Fisher Asset Management 0.00% Reduce -29.9% 5,678 $456K
Moody National Bank Trust Division 0.04% No change 5,627 $451K
CWA Asset Management Group, LLC 0.02% Add +10.7% 5,614 $450K
HB Wealth Management, LLC 0.00% Add +0.4% 5,593 $449K
TPG Financial Advisors, LLC 0.15% No change 5,575 $447K
Thoroughbred Financial Services, LLC 0.03% Add +1.4% 5,577 $447K
Bright Futures Wealth Management, LLC. 0.33% Reduce -2.3% 5,570 $447K
Colonial River Investments, LLC 0.16% Reduce -22.1% 5,557 $446K
Westside Investment Management, Inc. 0.07% Add +1.5% 5,544 $445K
Macroview Investment Management LLC 0.30% Reduce -0.2% 5,402 $433K
Ancora Advisors LLC 0.01% New 5,338 $428K
Essex Bank 0.09% Add +6.1% 5,334 $428K
Vestia Personal Wealth Advisors 0.22% Add +3.4% 84,950 $428K
Approach Retirement Advisors, LLC 0.37% — 5,305 $426K
DGS Capital Management, LLC 0.07% Add +47.7% 5,285 $424K
Arrowroot Family Office, LLC 0.15% Reduce -2.6% 5,270 $423K
Patten Group, Inc. 0.08% Reduce -3.7% 5,256 $422K
Networth Advisors, LLC 0.31% — 5,219 $419K
High Falls Advisors, Inc 0.08% Add +2.3% 5,179 $415K
Hardy Reed LLC 0.03% No change 5,177 $415K
Traveka Wealth, LLC 0.17% New 5,134 $412K
Beck Capital Management, LLC 0.10% New 5,107 $410K
Canvas Wealth Advisors, LLC 0.07% Add +49.7% 5,097 $409K
Bernardo Wealth Planning LLC 0.08% Add +0.5% 5,085 $408K
AJ Advisors, LLC 0.15% Reduce -9.4% 5,048 $405K
Laraway Financial Advisors Inc 0.26% Reduce -1.0% 5,044 $405K
Romano Brothers and Company 0.05% No change 5,042 $404K
TCP Asset Management, LLC 0.07% No change 5,040 $404K
Buska Wealth Management, LLC 0.15% Add +24.3% 5,024 $403K
3EDGE Asset Management, LP 0.02% Reduce -0.8% 5,002 $401K
Diligent Investors, LLC 0.10% Reduce -6.9% 5,000 $401K
Santori & Peters, Inc. 0.14% No change 4,984 $400K
Conservest Capital Advisors, Inc. 0.04% Add +28.5% 4,976 $399K
Nicholas Hoffman & Company, LLC. 0.01% Add +58.9% 4,958 $398K
Abner Herrman & Brock LLC 0.04% Reduce -4.2% 4,950 $397K
Unify Financial Advisors 0.41% — 4,932 $396K
Heartwood Wealth Advisors LLC 0.04% No change 4,876 $391K
Stratos Wealth Advisors, LLC 0.02% Reduce -59.1% 4,865 $390K
Lodestar Private Asset Management LLC 0.04% Add +0.5% 4,847 $389K
Fortis Advisors, LLC 0.21% Add +0.3% 4,812 $386K
Buck Wealth Strategies, LLC 0.05% Reduce -19.2% 4,807 $386K
Steigerwald, Gordon & Koch Inc. 0.04% No change 4,804 $385K
Intelligence Driven Advisers, LLC 0.06% No change 4,800 $385K
Financial Consulate, Inc. 0.05% Add +17.4% 4,759 $382K
Arax Advisory Partners 0.01% New 4,745 $381K
Rayburn West Financial Services LLC 0.24% — 4,736 $380K
Fiducient Advisors LLC 0.05% No change 4,690 $376K
Frisch Financial Group, Inc. 0.08% Reduce -14.3% 4,671 $375K
Rothschild Wealth LLC 0.04% No change 4,662 $374K
Catalyst Financial Partners LLC 0.04% Reduce -1.8% 4,642 $372K
Milestone Asset Management, LLC 0.07% Reduce -4.7% 4,632 $372K
Atomic Invest LLC 0.21% — 4,574 $370K
Claro Advisors Inc. 0.05% Reduce -0.3% 4,602 $369K
Inspirion Wealth Advisors, LLC 0.04% Reduce -9.5% 4,551 $365K
Fifth Third Wealth Advisors LLC 0.01% New 4,539 $364K
Willis Johnson & Associates, Inc. 0.02% Reduce -0.8% 4,537 $364K
CIBC Asset Management Inc 0.00% New 4,532 $364K
Two West Capital Advisors LLC 0.21% Add +43.6% 4,474 $359K
Retirement Management Systems Inc. 0.09% — 4,469 $359K
JMN Financial LLC 0.36% — 4,452 $357K
Woodside Wealth Management LLC 0.27% Add +0.4% 4,447 $357K
Ignite Planners, LLC 0.05% Add +11.9% 4,362 $355K
Howard Capital Management Group, LLC 0.02% No change 4,396 $353K
Wealth Alliance, LLC 0.03% Reduce -25.5% 4,390 $352K
Bluedoor Private Wealth, LLC 0.16% — 4,389 $352K
Cerro Pacific Wealth Advisors LLC 0.09% No change 4,388 $352K
Mystic Asset Management, Inc. 0.08% Add +22.4% 4,376 $351K
Hillman Capital Management, Inc. 0.22% New 4,362 $350K
Green Ridge Wealth Planning LLC 0.18% — 4,355 $349K
Certified Advisory Corp 0.03% Add +0.3% 4,349 $349K
Inscription Capital, LLC 0.04% Add +1.6% 4,329 $347K
Euro Pacific Asset Management, LLC 0.04% Add +31.1% 4,331 $347K
Element Wealth, LLC 0.14% Add +0.3% 4,302 $345K
Crux Wealth Advisors 0.13% New 4,298 $345K
Mather Group, Llc. 0.00% Reduce -5.5% 4,296 $345K
Magnolia Capital Advisors LLC 0.07% Add +3.8% 4,292 $344K
Dagco, Inc. 0.08% Reduce -4.5% 4,281 $343K
Strong Tower Advisory Services 0.06% Reduce -90.9% 4,272 $343K
Platform Technology Partners 0.07% Add +10.1% 4,235 $340K
Guidance Capital, Inc. 0.08% Add +1.6% 4,167 $338K
BCGM Wealth Management, LLC 0.09% Add +1.4% 4,187 $336K
Widmann Financial Services, Inc. 0.21% Add +5.4% 4,183 $336K
NorthCoast Asset Management LLC 0.01% Reduce -98.5% 4,157 $334K
SageView Advisory Group, LLC 0.01% Reduce -42.4% 4,144 $332K
Tarbox Family Office, Inc. 0.05% New 4,142 $332K
Amara Financial, Llc. 0.23% Add +0.2% 4,128 $331K
Signaturefd, LLC 0.01% Reduce -17.2% 4,124 $331K
Signature Equity Partners, LLC 0.18% — 4,124 $331K
Schulz Wealth, LTD. 0.21% Add +0.6% 4,110 $330K
Selby Wealth Management, LLC 0.13% — 4,092 $328K
Concorde Asset Management, LLC 0.13% Reduce -1.7% 4,056 $325K
Apriem Advisors 0.03% Reduce -12.8% 4,041 $324K
Opus Capital Group, LLC 0.04% Reduce -5.3% 4,035 $324K
Fiduciary Group, LLC 0.03% Add +2.4% 4,038 $324K
Western Financial Corp 0.13% Reduce -3.8% 4,019 $322K
Argent Trust Co 0.01% No change 4,011 $322K
Successful Portfolios LLC 0.16% New 3,933 $321K
Zhang Financial LLC 0.01% New 3,988 $320K
Vanguard Personalized Indexing Management, LLC 0.00% No change 3,972 $319K
JFS Wealth Advisors, LLC 0.02% Add +1.4% 3,965 $318K
Harbor Advisory Corp. 0.10% No change 3,936 $316K
Briaud Financial Planning Inc 0.08% No change 3,905 $313K
SMI Advisory Services, LLC 0.05% Reduce -1.1% 3,816 $312K
Investment Research Partners LLC 0.13% Add +0.4% 3,878 $311K
Private Client Services, LLC 0.10% Reduce -1.8% 3,878 $311K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -2.3% 3,854 $309K
Edgemoor Investment Advisors, Inc. 0.02% No change 3,847 $309K
Brian Low Financial Group, LLC 0.22% Reduce -0.4% 3,844 $308K
Prosperity Wealth Management, Inc. 0.10% Add +0.7% 3,835 $308K
Meridian Wealth Advisors, LLC 0.04% Add +0.1% 3,808 $306K
Van Diest Capital, LLC 0.46% — 3,808 $305K
Chesapeake Asset Management LLC 0.25% Add +5.7% 3,786 $304K
FF Advisors,LLC 0.14% No change 3,783 $303K
Integrity Investment Advisors, LLC 0.17% New 3,762 $302K
Alliancebernstein L.P. 0.00% New 3,761 $302K
Walsh & Associates, LLC 0.30% — 3,746 $301K
Monograph Wealth Advisors, LLC 0.03% Reduce -42.7% 3,746 $301K
Freestone Capital Holdings, LLC 0.01% Add +33.5% 3,745 $300K
Presidio Capital Management, LLC 0.09% Add +15.4% 3,738 $300K
Obsidian Cio, LLC 0.44% Add +28.5% 3,736 $300K
Peak Retirement Planning, Inc. 0.07% New 3,693 $296K
Balboa Wealth Partners 0.05% Add +19.2% 3,688 $296K
Cambria Investment Management, L.P. 0.02% Add +29.4% 3,662 $294K
Elser Financial Planning, Inc 0.21% New 3,646 $292K
Founders Financial Alliance, LLC 0.05% Add +37.0% 3,614 $290K
Plan Group Financial, LLC 0.07% Reduce -14.5% 3,604 $289K
James J. Burns & Company, LLC 0.04% New 3,575 $287K
Atlanta Consulting Group Advisors, LLC 0.06% Add +26.9% 3,561 $286K
Cresset Asset Management, LLC 0.00% Add +9.6% 3,520 $282K
SHP Wealth Management 0.02% — 3,516 $282K
Trail Ridge Investment Advisors, LLC 0.12% Reduce -13.2% 3,501 $281K
McAdam, LLC 0.01% New 3,493 $280K
SlateStone Wealth, LLC 0.02% No change 3,496 $280K
Boulder Wealth Advisors, LLC 0.12% Reduce -5.1% 3,486 $280K
Rossby Financial, LCC 0.09% Reduce -19.7% 3,444 $276K
ProVise Management Group, LLC 0.02% Reduce -3.5% 3,429 $275K
Claris Financial LLC 0.15% Reduce -35.0% 3,417 $274K
Global Wealth Management Investment Advisory, Inc. 0.04% Reduce -2.0% 3,405 $273K
Bullock Wealth Management Group 0.13% — 3,394 $272K
Pictet North America Advisors SA 0.03% New 3,362 $270K
Colter Lewis Investment Partners LLC 0.31% — 3,358 $269K
Capasso Planning Partners LLC 0.15% Add +3.0% 3,353 $269K
Cypress Capital Management LLC (WY) 0.26% No change 3,333 $267K
Kirkwood Financial Services 0.09% Add +0.3% 3,329 $267K
Fulton Bank, N.A. 0.01% No change 3,319 $266K
Yarger Wealth Strategies, LLC 0.11% Add +0.3% 3,304 $265K
Guyasuta Investment Advisors Inc. 0.02% Add +0.7% 3,296 $264K
Somerville Kurt F 0.04% Add +9.7% 3,290 $264K
Tru Independence Asset Management 2, LLC 0.17% No change 3,286 $264K
Sunburst Financial Group, LLC 0.05% New 3,283 $263K
Charles Schwab Investment Management Inc. 0.00% New 3,264 $262K
Legacy Wealth Partners, LLC 0.07% — 3,254 $261K
Glenview Trust Co 0.00% New 3,244 $260K
GW Henssler & Associates Ltd. 0.01% Reduce -4.5% 3,243 $260K
Penbrook Management LLC 0.18% Reduce -8.6% 3,200 $257K
Wellington Grp LLC 0.09% — 3,195 $256K
City Center Advisors, LLC 0.24% Add +16.9% 3,190 $256K
Shotwell Rutter Baer Inc 0.15% Reduce -2.4% 3,154 $256K
Castleview Partners, LLC 0.13% New 3,172 $254K
Choreo, LLC 0.00% Reduce -3.2% 3,123 $252K
FineMark National Bank & Trust 0.01% Add +0.7% 3,137 $252K
NDVR, Inc. 0.20% No change 3,077 $247K
Boomfish Wealth Group, LLC 0.13% No change 3,067 $246K
Blue Line Capital, LLC / IL 0.29% — 3,059 $245K
Linscomb Wealth, Inc. 0.01% No change 3,056 $245K
Aaron Wealth Advisors LLC 0.01% Reduce -3.8% 3,055 $245K
New Harbor Financial Group, LLC 0.04% Reduce -39.7% 3,050 $245K
Fusion Family Wealth, LLC 0.02% Reduce -21.3% 3,045 $244K
Cedar Wealth Management, LLC 0.07% Add +990.3% 3,031 $243K
Wbi Investments, LLC 0.06% Reduce -0.6% 3,025 $243K
Bawa N Mallick Trust 0.09% No change 3,000 $241K
Moller Wealth Partners 0.05% No change 2,984 $239K
Kirtland Hills Capital Management, LLC 0.08% Add +0.2% 2,983 $239K
Sequent Asset Management, LLC 0.11% No change 2,983 $239K
M3 Advisory Group, LLC 0.15% No change 2,975 $239K
J. R. Prunier Capital Management LLC 0.10% — 2,966 $238K
Iron Gate Global Advisors LLC 0.02% Reduce -0.4% 2,956 $237K
Sequent Planning LLC 0.06% Reduce -2.3% 2,929 $235K
Crescent Grove Advisors, LLC 0.02% No change 2,929 $235K
PFG Investments, LLC 0.01% Add +8.7% 2,929 $235K
Kaydan Wealth Management, Inc. 0.07% No change 2,925 $235K
Orion Capital Management LLC 0.08% Reduce -19.8% 2,914 $234K
Greenup Street Wealth Management LLC 0.03% Add +3.2% 2,906 $233K
F/m Investments LLC 0.01% Add +1.2% 2,897 $232K
Breakwater Investment Management 0.08% No change 2,887 $232K
Second Line Capital, LLC 0.05% New 2,882 $231K
Wilkerson Advisory Group LLC 0.08% — 2,881 $231K
Center For Asset Management LLC 0.12% Add +4.0% 2,878 $231K
MRWM Advisors, LLC 0.12% Add +0.3% 2,877 $231K
SageGuard Financial Group, LLC 0.04% — 2,868 $230K
Pinnacle Bancorp, Inc. 0.07% Reduce -1.4% 2,857 $229K
Prairieview Wealth Partners, LLC 0.21% Add +1.6% 2,834 $227K
CX Institutional 0.01% Reduce -16.0% 2,828 $227K
International Assets Investment Management, LLC 0.02% Reduce -39.7% 2,813 $226K
Parkside Financial Bank & Trust 0.02% No change 2,805 $225K
Busey Bank 0.01% No change 2,805 $225K
CogentBlue Wealth Advisors, LLC 0.15% No change 2,796 $224K
Measured Risk Portfolios, Inc. 0.26% Add +2.4% 2,787 $224K
Ewa, LLC 0.05% New 2,786 $223K
Welch & Forbes LLC 0.00% Add +0.4% 2,786 $223K
Davis R M Inc. 0.00% New 2,777 $223K
Brown Wealth Management, LLC 0.06% New 2,768 $222K
Werba Rubin Papier Wealth Management 0.06% New 2,768 $222K
Kendall Capital Management 0.05% No change 2,768 $222K
Main Street Financial Solutions, LLC 0.02% Add +1.9% 2,767 $222K
Valeo Financial Advisors, LLC 0.00% New 2,766 $222K
Oldfather Financial Services, LLC 0.07% New 2,763 $222K
Fagan Associates, Inc. 0.03% No change 2,759 $221K
Coastal Bridge Advisors, LLC 0.02% No change 2,754 $221K
Regions Financial Corp. 0.00% Add +3.8% 2,754 $221K
Hippocratic Financial Advisors, LLC 0.10% Add +0.3% 2,744 $220K
Broussard Financial Group LLC 0.18% — 2,738 $220K
SigFig Wealth Management, LLC 0.01% New 2,722 $218K
City National Bank of Florida 0.14% No change 2,716 $218K
Cornerstone Planning Group LLC 0.03% Add +203.2% 2,662 $218K
Lakeshore Financial Planning, Inc. 0.08% New 2,713 $218K
Rockline Wealth Management, LLC 0.04% Reduce -10.4% 2,710 $217K
Silver Grove Financial Group, Inc. 0.19% New 2,710 $217K
Miramontes Capital, LLC 0.07% — 2,704 $217K
Markin Asset Management, LP 0.24% — 2,685 $215K
Quartz Partners, LLC 0.08% New 2,677 $215K
Moran Wealth Management, LLC 0.01% New 2,659 $213K
Williams Jones Wealth Management, LLC. 0.00% Add +1.3% 2,636 $211K
Sage Mountain Advisors LLC 0.01% No change 2,633 $211K
Symphony Financial, Ltd. Co. 0.03% New 2,623 $211K
Culbertson A N & Co. Inc. 0.03% Reduce -8.7% 2,624 $210K
Essex Financial Services, Inc. 0.01% New 2,619 $210K
Kapstone Financial Advisors LLC 0.10% No change 2,610 $209K
MFA Wealth Services 0.14% Add +0.3% 2,599 $208K
Glenmede Trust Co. NA 0.00% — 2,593 $208K
Point Windward Advisors Inc. 0.10% Add +1.4% 2,592 $208K
Salomon & Ludwin, LLC 0.02% Add +176.9% 2,561 $207K
Florida Trust Wealth Management Co 0.01% New 2,581 $207K
Members Trust Co 0.01% No change 2,580 $207K
Alpha Cubed Investments, LLC 0.01% New 2,548 $204K
Elevation Point Wealth Partners, LLC 0.01% New 2,548 $204K
Townsquare Capital LLC 0.05% Reduce -45.5% 2,534 $203K
Strategy Asset Managers LLC 0.03% New 2,528 $203K
Strategic Financial Services, Inc. 0.01% Reduce -4.3% 2,485 $202K
Note Advisors, LLC 0.10% New 2,504 $202K
Sightline Wealth Advisors, LLC 0.09% New 2,504 $201K
PGIM Custom Harvest LLC 0.00% New 2,497 $200K
Barnes Dennig Private Wealth Management LLC 0.20% Add +87.4% 2,451 $197K
Financial Gravity Asset Management, Inc. 0.04% Reduce -11.3% 2,426 $195K
Russell Investments Group, Ltd. 0.00% Reduce -8.9% 2,413 $194K
Ritter Daniher Financial Advisory LLC / DE 0.03% Add +36.7% 2,397 $192K
Glen Eagle Advisors, LLC 0.03% Add +8.4% 2,322 $186K
Godfrey Financial Associates, Inc. 0.16% — 2,287 $183K
Glassman Wealth Services 0.02% Reduce -0.1% 2,205 $177K
Phillips Financial Management, LLC 0.01% No change 2,139 $172K
Blueline Advisors LLC 0.14% — 2,067 $166K
Park Square Financial Group, LLC 0.96% Add +0.9% 2,348 $162K
Indiana Trust & Investment Management Co 0.05% No change 2,000 $160K
Graney & King, LLC 0.09% Add +0.1% 1,996 $160K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -22.9% 1,930 $155K
Darwin Wealth Management, LLC 0.05% Add +18.5% 1,864 $150K
Quent Capital, LLC 0.01% Add +1505.2% 1,846 $148K
Crewe Advisors LLC 0.01% Add +39.6% 1,833 $147K
Group One Trading LLC 0.00% New 1,755 $141K
Strategic Advocates LLC 0.04% Add +105.3% 1,700 $137K
Keating Financial Advisory Services, Inc. 0.02% — 1,702 $137K
Team Financial Group, LLC 0.06% Add +16.6% 1,683 $135K
Financial Connections Group, Inc. 0.05% Add +0.1% 1,682 $134K
Winthrop Capital Management, LLC 0.03% No change 1,650 $132K
Safe Harbor Fiduciary, LLC 0.11% — 1,611 $129K
Northwest Capital Management Inc 0.54% Reduce -20.6% 1,547 $124K
Princeton Global Asset Management LLC 0.02% New 1,518 $122K
CENTRAL TRUST Co 0.00% Add +28.6% 1,517 $122K
Nepc LLC 0.00% New 1,438 $115K
Woodard & Co. Asset Management Group Inc. 0.02% Reduce -10.5% 1,438 $115K
NFSG Corp 0.02% Add +0.1% 1,420 $114K
New Republic Capital, LLC 0.03% New 1,410 $113K
Rialto Wealth Management, LLC 0.03% Reduce -6.1% 1,396 $112K
Ballast Advisors LLC 0.03% Reduce -8.9% 1,261 $101K
Private Wealth Asset Management, LLC 0.01% No change 1,244 $100K
Lowe Brockenbrough & Co. Inc. 0.00% Add +0.1% 1,243 $100K
Tucker Asset Management LLC 0.03% Add +15.7% 1,213 $97K
Harbor Asset Planning, Inc. 0.08% Add +0.3% 1,192 $96K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% New 1,165 $94K
HFM Investment Advisors, LLC 0.04% Add +11.2% 1,154 $93K
Centerpoint Advisors, LLC 0.03% No change 1,119 $90K
Legacy Wealth Managment, LLC 0.04% Reduce -48.0% 1,102 $88K
FWL Investment Management, LLC 0.02% New 1,097 $88K
Beaird Harris Wealth Management, LLC 0.01% Add +8.2% 1,077 $86K
New Millennium Group LLC 0.04% Add +15.8% 1,061 $85K
Wealth Enhancement Trust Services, Inc. 0.01% — 1,054 $85K
Sound Income Strategies, LLC 0.00% Add +69.6% 1,036 $84K
Clearstead Trust, LLC 0.01% Add +59.5% 1,037 $83K
Meramec Financial Planners, LLC 0.03% — 1,000 $81K
Dunhill Financial, LLC 0.03% Add +0.2% 1,004 $81K
Sunbelt Securities, Inc. 0.01% No change 993 $80K
United Community Bank 0.03% Reduce -17.6% 985 $79K
North Ridge Wealth Advisors, Inc. 0.04% Add +6.0% 975 $78K
Align Financial, LLC 0.04% — 76,049 $76K
Toth Financial Advisory Corp. 0.01% No change 943 $76K
Smithfield Trust Co 0.00% No change 924 $74K
Winch Advisory Services, LLC 0.02% Reduce -2.4% 920 $74K
Rosenberg Matthew Hamilton 0.02% No change 913 $73K
Commonwealth Retirement Investments LLC 0.02% New 897 $72K
Wealth Watch Advisors, INC 0.03% Add +61.5% 882 $71K
CVA Family Office, LLC 0.01% No change 879 $71K
Vermillion Wealth Management, Inc. 0.03% No change 859 $69K
Rothschild Investment LLC 0.00% Add +0.3% 818 $66K
Hurley Capital, LLC 0.04% Add +22.7% 817 $65K
Global Wealth Strategies & Associates 0.02% No change 799 $64K
Basepoint Wealth LLC 0.04% New 786 $63K
Washington Trust Advisors, Inc. 0.00% No change 766 $61K
Winnacle Wealth LLC 0.05% Add +0.3% 755 $61K
MassMutual Private Wealth & Trust, FSB 0.00% No change 750 $60K
Caldwell Sutter Capital, Inc. 0.03% No change 745 $60K
Signature Resources Capital Management, LLC 0.03% Add +3.2% 740 $59K
GW&K Investment Management, LLC 0.00% No change 708 $57K
Curio Wealth, LLC 0.02% New 699 $57K
FAS Wealth Partners, Inc. 0.00% Add +129.2% 706 $57K
Arcadia Investment Management Corp. 0.01% No change 700 $56K
Miller Capital Partners, Inc. 0.03% — 671 $54K
Measured Wealth Private Client Group, LLC 0.01% Reduce -32.8% 649 $52K
Harbor Investment Advisory, LLC 0.00% No change 641 $51K
NBT Bank, N.A. 0.00% Add +2.6% 80 $51K
Highline Wealth Partners LLC 0.01% Reduce -1.3% 625 $50K
North Star Investment Management Corp. 0.00% Add +0.3% 586 $47K
Basso Capital Management, L.P. 0.03% No change 582 $47K
Pacifica Partners Inc. 0.02% No change 580 $47K
Comprehensive Financial Planning, Inc. 0.03% No change 559 $45K
Strive Financial Group ,LLC 0.02% — 557 $45K
Quattro Advisors LLC 0.03% — 536 $43K
Wilmington Savings Fund Society, FSB 0.00% No change 515 $41K
GAMMA Investing LLC 0.00% No change 512 $41K
SWAN Capital LLC 0.02% New 508 $41K
Webster Bank, N. A. 0.00% No change 500 $40K
Ogorek Anthony Joseph /NY/ 0.01% Add +0.2% 499 $40K
Heritage Wealth Advisors 0.00% No change 484 $39K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -6.9% 474 $38K
Frazier Financial Advisors, LLC 0.02% No change 463 $37K
Modus Advisors, LLC 0.01% New 453 $36K
Retirement Wealth Solutions LLC 0.02% No change 440 $35K
Valued Wealth Advisors LLC 0.02% New 433 $35K
Investment Research & Advisory Group, Inc. 0.01% New 430 $34K
Prestige Wealth Management Group LLC 0.01% No change 429 $34K
Bartlett & Co. Wealth Management LLC 0.00% New 400 $32K
Conquis Financial LLC 0.03% New 384 $31K
CDKV Holdings LLC 0.03% — 378 $30K
Bfsg, LLC 0.00% Add +124.1% 372 $30K
Ascentis Wealth Management, LLC 0.01% Reduce -3.5% 363 $29K
Elevation Wealth Partners, LLC 0.01% Reduce -36.6% 363 $29K
Hantz Financial Services, Inc. 0.00% Add +97.1% 345 $28K
VSM Wealth Advisory, LLC 0.01% No change 346 $28K
HHM Wealth Advisors, LLC 0.00% Reduce -50.5% 305 $24K
Reyes Financial Architecture, Inc. 0.01% 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
Bogart Wealth, LLC 0.00% New 290 $23K
Bravera Wealth 0.01% — 276 $22K
DiNuzzo Private Wealth, Inc. 0.00% No change 270 $22K
Atlantic Private Wealth, LLC 0.01% Add +0.4% 270 $22K
Jessup Wealth Management, Inc 0.01% New 256 $21K
Tradewinds Capital Management, LLC 0.00% No change 256 $21K
Strengthening Families & Communities, LLC 0.01% Add +2.9% 246 $20K
SJS Investment Consulting Inc. 0.00% No change 233 $19K
Inlight Wealth Management, LLC 0.01% No change 223 $18K
Pacific Center for Financial Services 0.00% No change 212 $17K
SouthState Bank Corp 0.00% Reduce -6.8% 207 $17K
SIMA Wealth Partners, LLC 0.01% No change 204 $16K
Wells Financial Advisors INC 0.03% Reduce -98.5% 200 $16K
MPWM Advisory Solutions, LLC 0.01% New 200 $16K
RHL Group, LLC 0.01% — 196 $16K
Navalign, LLC 0.00% New 189 $15K
Ankerstar Wealth, LLC 0.01% — 180 $14K
Wagner Wealth Management, LLC 0.00% Reduce -21.8% 179 $14K
Hazlett, Burt & Watson, Inc. 0.00% No change 169 $14K
Oakworth Capital, Inc. 0.00% No change 172 $14K
YANKCOM Partnership 0.01% New 171 $14K
Key Capital Management, INC 0.01% — 167 $13K
Rakuten Securities, Inc. 0.00% Add +24.6% 167 $13K
MCF Advisors LLC 0.00% Reduce -82.0% 159 $13K
EPG Wealth Management LLC 0.00% No change 154 $12K
Fiduciary Advisors, Inc. 0.01% Reduce -90.9% 152 $12K
New England Capital Financial Advisors LLC 0.00% Add +0.7% 151 $12K
Pillar Financial Advisors, LLC 0.01% New 147 $12K
ORG Partners LLC 0.00% Reduce -55.4% 146 $12K
Blue Trust, Inc. 0.00% Reduce -27.1% 145 $12K
Camelot Portfolios, LLC 0.01% New 138 $11K
Cornerstone Financial Management LLC 0.01% — 132 $11K
Alerus Financial NA 0.00% No change 128 $10K
Missouri Trust & Investment Co 0.00% No change 125 $10K
Providence Capital Advisors, LLC 0.00% No change 125 $10K
Integrity Financial Corp 0.01% New 122 $10K
Cullen/Frost Bankers, Inc. 0.00% New 119 $10K
Chilton Capital Management LLC 0.00% Reduce -81.8% 117 $9K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 104 $8K
Brown Brothers Harriman & Co. 0.00% No change 104 $8K
Eastern Bank 0.00% No change 97 $8K
Roxbury Financial LLC 0.01% No change 97 $8K
Clayton Financial Group LLC 0.00% New 80 $6K
Birchbrook, Inc. 0.00% New 76 $6K
Tsfg, LLC 0.00% No change 74 $6K
Bessemer Group Inc. 0.00% Reduce -76.2% 72 $6K
Center for Financial Planning, Inc. 0.00% Reduce -85.5% 68 $5K
First Horizon Corp. 0.00% New 53 $4K
Gilpin Wealth Management, LLC 0.00% — 50 $4K
Horizon Financial Services, LLC 0.00% New 48 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 48 $4K
Oxford Financial Group, LTD. LLC 0.00% New 45 $4K
Ameritas Investment Partners, Inc. 0.00% No change 43 $3K
Bay Harbor Wealth Management, LLC 0.00% No change 40 $3K
Birchwood Financial Partners, Inc. 0.00% — 38 $3K
Avion Wealth 0.00% No change 46 $3K
Wolff Wiese Magana LLC 0.00% No change 36 $3K
Garton & Associates Financial Advisors LLC 0.00% — 35 $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
McGuire Capital Advisors Inc. 0.00% — 27 $2K
Horizon Bancorp Inc. 0.00% No change 29 $2K
DB Fitzpatrick & Co, Inc 0.00% Add +75.0% 21 $2K
Davis Capital Management 0.00% No change 21 $2K
WealthCollab, LLC 0.00% No change 21 $2K
Proathlete Wealth Management LLC 0.00% Add +33.3% 20 $2K
Principia Wealth Advisory, LLC 0.00% No change 20 $2K
Stephens Consulting, LLC 0.00% New 19 $2K
KERR FINANCIAL PLANNING Corp 0.00% New 19 $2K
Elyxium Wealth, LLC 0.00% New 15 $1K
MTM Investment Management, LLC 0.00% No change 14 $1K
Register Financial Advisors LLC 0.00% New 12 $963
Quaker Wealth Management, LLC 0.00% New 10 $803
Nalls Sherbakoff Group, LLC 0.00% No change 10 $766
Versant Capital Management, Inc 0.00% No change 9 $760
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 9 $722
Howe & Rusling Inc. 0.00% No change 8 $657
Maseco LLP 0.00% No change 8 $642
Dogwood Wealth Management LLC 0.00% No change 7 $562
Cresta Advisors, Ltd. 0.00% New 6 $482
Blume Capital Management, Inc. 0.00% Reduce -94.1% 4 $321
Solstein Capital, LLC 0.00% New 3 $241
2UniFi Bank 0.00% No change 3 $241
Longview Financial Advisors LLC 0.00% New 3 $241
Godsey & Gibb, Inc. 0.00% New 3 $241
Truvestments Capital LLC 0.00% No change 3 $241
Fairway Wealth LLC 0.00% No change 1 $80

"% 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.