Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 126 | $1.7B |
| Exits | 59 | $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.