Ste STR SPDR PT S&P 500 ETFSPYMETF

13F holders, Q1 2026 (March 31)

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

1,611holders +14

110new positions

97sold out

6famous investors

$76.23avg. 13F price*

At the end of Q1 2026, 1,611 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 14 from Q4 2025. 110 opened new positions and 97 sold out. The largest holders were Jones Financial Companies LLLP ($8.3B), Betterment LLC ($7.0B) and JPMorgan Chase & Co. ($5.1B). 6 famous investors held it, including Israel Englander (1.3% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company: Ste STR SPDR PT S&P 500 ETF
Filed as: SPDR SERIES TRUST (Q1 2026)
CUSIP: 78464A854
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

	Institutions	Total Value
New Positions	110	$7.6B
Exits	97	$553.0M

All 13F filers, Q4 2025 → Q1 2026: 325,125,609 shares bought and 55,319,687 shares sold, net +269,805,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,611 holders


Jones Financial Companies LLLP	3.97%	Add +92.2%	110,682,000	$8.3B
Betterment LLC	13.28%	Add +9.6%	91,626,856	$7.0B
JPMorgan Chase & Co.	0.35%	Add +717.7%	69,185,442	$5.1B
USS Investment Management Ltd	21.57%	No change	66,398,232	$5.1B
LPL Financial LLC	1.19%	Add +13.9%	58,660,538	$4.5B
Marshall Wace, LLP	4.10%	New	49,650,246	$3.8B
Bank of America Corp.	0.20%	Reduce -32.8%	36,172,901	$2.8B
Creative Planning	1.75%	Add +2.6%	33,659,028	$2.6B
Millennium Management	1.29%	New	21,566,182	$1.7B
Envestnet Asset Management Inc.	0.42%	Add +13.3%	20,261,471	$1.6B
Allianz Asset Management GmbH	1.76%	Add +291.3%	19,841,003	$1.5B
Kedalion Capital Management LLP	40.87%	Add +365.6%	17,879,000	$1.4B
Morgan Stanley	0.08%	Reduce -44.1%	17,249,772	$1.3B
MKP Capital Management, L.L.C.	34.39%	New	13,671,700	$1.0B
Natixis	4.06%	Reduce -18.9%	13,323,068	$1.0B
Cwm, LLC	2.26%	Add +8.7%	11,255,034	$861.5M
Invesco Ltd.	0.08%	Reduce -0.0%	10,605,839	$811.8M
Nissay Asset Management Corp. /Japan	4.05%	No change	9,989,832	$764.6M
National Mutual Insurance Federation of Agricultural Cooperatives	5.62%	No change	9,536,000	$729.9M
Goldman Sachs Group Inc.	0.09%	Add +10.7%	8,882,959	$679.9M
Clark Capital Management Group, Inc.	3.65%	Add +3.9%	7,737,467	$592.2M
Ossiam	10.26%	New	7,619,932	$583.2M
OneDigital Investment Advisors LLC	5.35%	Add +16.7%	7,148,887	$547.2M
Osaic Holdings, Inc.	0.80%	Reduce -4.5%	7,138,779	$546.5M
Natixis Advisors, LLC	0.73%	Add +110.6%	6,827,654	$522.6M
Greenleaf Trust	4.81%	Add +17.1%	6,396,243	$489.6M
Exchange Traded Concepts, LLC	3.67%	Add +14.5%	6,234,948	$477.2M
1900 Wealth Management LLC	29.61%	Add +1.2%	6,025,725	$461.2M
TIG Advisors, LLC	21.78%	Add +0.2%	5,960,514	$456.3M
Raymond James Financial Inc.	0.13%	Add +17.9%	5,430,943	$415.7M
Northwestern Mutual Wealth Management Co.	0.25%	Add +31.1%	5,371,307	$411.1M
Advance Capital Management, Inc.	15.28%	Reduce -14.9%	5,268,562	$403.3M
TD Private Client Wealth LLC	8.28%	Add +6.1%	5,218,730	$399.4M
Ameriprise Financial Inc.	0.09%	Reduce -6.0%	5,122,117	$391.4M
Financial Engines Advisors L.L.C.	0.78%	Reduce -0.3%	5,050,535	$386.6M
Private Advisor Group, LLC	1.79%	Add +3.7%	4,986,884	$381.7M
Cetera Investment Advisers	0.40%	Add +9.7%	4,862,925	$372.2M
GM Advisory Group, LLC	14.33%	Add +2.5%	4,861,791	$372.1M
Aptus Capital Advisors, LLC	3.04%	Add +191.2%	4,717,961	$361.1M
State Street Corp.	0.01%	Add +73.4%	4,685,783	$358.6M
Nicolet Bankshares Inc.	13.18%	Add +826.3%	4,638,019	$357.2M
Wealthcare Advisory Partners LLC	6.77%	Add +4.9%	4,543,574	$347.8M
Independent Advisor Alliance	3.68%	Add +1498.3%	4,479,098	$342.8M
HighTower Advisors, LLC	0.36%	Add +2.2%	4,367,372	$334.3M
First Command Advisory Services, Inc.	2.19%	Add +22.5%	4,252,491	$325.5M
Gradient Investments LLC	4.98%	Add +3.9%	4,198,437	$321.3M
NorthRock Partners, LLC	5.14%	Add +9.3%	4,164,509	$318.8M
Wells Fargo & Company	0.06%	Add +15.2%	4,044,072	$309.5M
Composition Wealth, LLC	4.19%	Add +24.6%	3,985,848	$305.1M
Vantagepoint Investment Advisers LLC	2.58%	Reduce -2.7%	3,982,858	$304.8M
Advocacy Wealth Management, LLC	13.48%	Add +22.6%	3,982,740	$304.8M
Capital Analysts, LLC	8.00%	Add +4.2%	3,975,707	$304.3M
Tidal Investments LLC	0.93%	New	3,900,617	$298.6M
Hills Bank & Trust Co	13.12%	Add +763.4%	3,547,258	$271.5M
Norinchukin Bank, The	3.14%	No change	3,511,270	$268.8M
Stadion Money Management, LLC	25.37%	Reduce -13.1%	3,296,538	$252.3M
Mirae Asset Global Investments Co., Ltd.	0.68%	Add +7.8%	3,109,441	$238.0M
SCS Capital Management LLC	2.52%	Add +18.1%	3,104,457	$237.6M
Assetmark, Inc.	0.48%	Reduce -5.6%	3,053,303	$233.7M
Royal Bank of Canada	0.04%	Add +61.1%	3,015,193	$230.8M
NewEdge Advisors, LLC	0.76%	Add +12.0%	2,755,901	$210.9M
Larson Financial Group LLC	6.48%	Add +15.7%	2,640,303	$202.1M
Klaas Financial Asset Advisors, LLC	26.15%	Add +36141.7%	2,474,582	$189.4M
Mariner, LLC	0.22%	Add +6.3%	2,462,918	$188.4M
Wealth Enhancement Advisory Services, LLC	0.41%	Reduce -24.8%	2,499,654	$188.3M
Peterson Wealth Advisors, LLC	24.47%	Add +4.6%	2,403,354	$184.0M
Cerity Partners LLC	0.25%	Add +544.8%	2,346,533	$179.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	10.21%	Add +34.4%	2,343,557	$179.4M
UBS Group AG	0.03%	Add +12.6%	2,309,952	$176.8M
Spinnaker Trust	9.61%	Add +4.7%	2,267,826	$173.6M
Vicus Capital	12.73%	Add +24.9%	2,262,820	$173.2M
Cambridge Investment Research Advisors, Inc.	0.44%	Add +4.3%	2,228,576	$170.6M
Ocean Park Asset Management, LLC	9.15%	Reduce -0.0%	2,070,402	$158.5M
Empower Advisory Group, LLC	0.41%	Add +1693.1%	2,059,639	$157.6M
MML Investors Services, LLC	0.43%	Reduce -15.6%	2,028,092	$155.2M
Retirement Income Solutions, Inc.	24.33%	Add +3.4%	1,859,482	$142.3M
AE Wealth Management LLC	0.76%	Add +29.3%	1,847,371	$141.4M
Sand Hill Global Advisors, LLC	4.75%	Add +14.2%	1,843,291	$141.1M
Two Sigma Investments, LP	0.12%	Add +3.4%	1,832,000	$140.2M
UNIVEST FINANCIAL Corp	7.77%	Add +6.0%	1,807,986	$138.4M
AlphaStar Capital Management, LLC	10.20%	Add +65.9%	1,807,460	$138.3M
Tennessee Valley Asset Management Partners	18.22%	Reduce -6.8%	1,802,322	$137.9M
Great Valley Advisor Group, Inc.	2.34%	Reduce -0.3%	1,682,469	$128.8M
Ascent Group, LLC	4.30%	Add +32.5%	1,624,460	$124.3M
Integrated Wealth Concepts LLC	0.89%	Add +28.4%	1,451,918	$111.1M
49 Wealth Management, LLC	8.07%	Reduce -29.5%	1,409,193	$107.9M
Commonwealth Equity Services, LLC	0.15%	Add +8.4%	1,360,992	$104.2M
Stratos Wealth Partners, LTD.	1.12%	Add +2.4%	1,278,593	$97.9M
RiverFront Investment Group, LLC	1.48%	Add +0.8%	1,246,265	$95.4M
Modern Wealth Management, LLC	1.62%	Add +28.6%	1,222,286	$94.3M
CFS Investment Advisory Services, LLC	6.39%	Add +34.7%	1,110,238	$92.8M
Revere Asset Management, Inc	47.41%	Reduce -5.7%	1,209,143	$92.5M
World Investment Advisors	1.45%	Reduce -11.9%	1,173,658	$89.8M
WCG Wealth Advisors LLC	2.48%	Add +4.2%	1,159,101	$88.7M
KWB Wealth	8.77%	Reduce -0.7%	1,105,743	$88.7M
LVW Advisors, LLC	8.65%	Add +166.7%	1,158,465	$88.7M
Crews Bank & Trust	12.83%	Add +1.7%	1,155,857	$88.5M
St Germain D J Co. Inc.	3.44%	Add +17.1%	1,136,697	$87.0M
Park Avenue Securities LLC	0.66%	Add +9.1%	1,110,623	$85.0M
Kestra Advisory Services, LLC	0.32%	Reduce -6.4%	1,102,261	$84.4M
Brown Financial Advisory	41.00%	Add +2.3%	1,080,020	$82.7M
Sterling Group Wealth Management, LLC	39.09%	Add +4.8%	1,079,682	$82.6M
One Day In July LLC	6.49%	Add +9.3%	1,059,807	$81.1M
Avidian Wealth Enterprises, LLC	2.55%	Add +1.6%	1,050,323	$80.4M
OneAscent Financial Services LLC	4.19%	New	1,010,637	$77.4M
Integrity Alliance, Llc.	2.94%	Add +19.3%	1,008,174	$77.2M
Signal Advisors Wealth, LLC	5.27%	Add +24.8%	1,003,334	$76.8M
Solitude Financial Services	22.18%	Add +9.7%	910,220	$75.0M
Tectonic Advisors LLC	3.95%	Add +2.6%	975,786	$74.7M
Intrua Financial, LLC	7.93%	Reduce -1.4%	969,562	$74.2M
Vertex Planning Partners, LLC	14.13%	Add +7.6%	950,227	$72.7M
N.E.W. Advisory Services LLC	5.41%	Add +4.3%	944,513	$72.3M
Eagle Strategies LLC	8.56%	Add +5.0%	936,608	$71.7M
Leading Edge Financial Planning LLC	14.73%	Add +10.0%	914,702	$70.0M
Mercer Global Advisors Inc.	0.10%	Reduce -23.9%	891,129	$68.2M
Allen Capital Group, LLC	6.10%	Reduce -0.5%	884,189	$67.7M
Detalus Advisors, LLC	15.33%	Add +10.2%	876,788	$67.1M
Janus Henderson Group PLC	0.03%	Reduce -6.7%	872,415	$66.8M
Principal Securities, Inc.	0.97%	Add +3.9%	866,610	$66.3M
Taiyo Life Insurance Co.	7.23%	No change	855,500	$65.5M
Standpoint Asset Management, LLC	15.87%	Reduce -3.9%	855,100	$65.4M
Dynamic Advisor Solutions LLC	2.06%	Add +2.5%	852,472	$65.2M
Bank of New York Mellon Corp	0.01%	Add +34.6%	846,766	$64.8M
IAG Wealth Partners, LLC	7.23%	Add +4.2%	846,198	$64.8M
Kickstand Ventures, Llc.	13.35%	Add +2.2%	828,247	$63.4M
Earned Wealth Advisors, LLC	4.11%	Add +7.4%	803,198	$61.5M
Penserra Capital Management LLC	0.72%	Reduce -11.2%	803,137	$61.5M
Lifelong Wealth Advisors, Inc.	16.35%	Add +0.6%	800,534	$61.3M
Auour Investments LLC	19.14%	Add +2.3%	794,899	$60.8M
Penobscot Wealth Management	17.96%	Add +1.9%	793,804	$60.8M
Denver Wealth Management, Inc.	20.34%	Add +1.4%	772,538	$59.1M
ODonnell Financial Services, LLC	20.18%	Reduce -0.1%	766,031	$58.6M
Private Wealth Group, LLC	27.22%	Add +2.6%	762,635	$58.4M
Procyon Advisors, LLC	2.85%	Add +15.6%	758,822	$58.1M
Wealthspire Advisors, LLC	0.45%	Reduce -2.0%	751,451	$57.5M
Fifth Third Bancorp	0.10%	Add +15.4%	749,507	$57.4M
CCG Wealth Management, LLC	15.48%	Add +19.0%	745,917	$57.1M
Harbour Investments, Inc.	0.88%	Add +11.6%	741,576	$56.8M
Cahaba Wealth Management, Inc.	3.85%	Add +2.9%	740,721	$56.7M
New Perspectives, Inc	19.37%	Reduce -0.6%	730,608	$55.9M
Western Wealth Management, LLC	2.09%	Reduce -0.2%	717,248	$54.9M
WBH Advisory Inc.	4.11%	Add +2.6%	710,952	$54.8M
Snowden Capital Advisors LLC	1.46%	Reduce -3.9%	715,321	$54.8M
Keystone Financial Group	3.75%	Add +36.3%	714,132	$54.7M
Geneos Wealth Management Inc.	1.25%	Add +27.4%	703,341	$53.8M
Thrivent Financial for Lutherans	0.10%	Add +3.1%	700,479	$53.6M
Gateway Wealth Partners, LLC	2.07%	Add +144.3%	695,533	$53.2M
Tull Financial Group, Inc.	23.57%	Add +2.7%	689,630	$52.8M
BlackRock, Inc.	0.00%	Add +49.9%	689,011	$52.7M
Security Financial Services, INC.	8.30%	Add +41.3%	685,665	$52.5M
One Wealth Advisors, LLC	6.51%	Add +17.6%	683,352	$52.3M
Equitable Holdings, Inc.	0.33%	Add +11.0%	648,382	$52.0M
Financial Enhancement Group LLC	6.45%	Reduce -3.5%	621,656	$52.0M
Physician Wealth Advisors, Inc.	7.19%	Add +62.4%	675,168	$51.7M
Louisiana State Employees Retirement System	0.90%	Add +46.2%	672,500	$51.5M
Liberty Square Wealth Partners LLC	14.30%	Add +11.4%	669,716	$51.3M
Sanctuary Advisors, LLC	0.28%	Add +46.6%	669,084	$51.2M
HM Payson & Co.	0.73%	Reduce -7.1%	661,241	$50.6M
HighPoint Advisor Group LLC	2.09%	Add +29.7%	652,997	$50.0M
Rockbridge Investment Management, LCC	4.41%	Add +18.6%	641,714	$49.1M
Badgley Phelps Wealth Managers, LLC	0.98%	Reduce -0.8%	640,610	$49.0M
Cornerstone Wealth Management, LLC	2.42%	Add +4.8%	631,003	$48.3M
PSI Advisors, LLC	11.56%	Add +3.4%	624,896	$47.8M
Focus Partners Wealth	0.05%	Reduce -7.7%	624,460	$47.8M
Moneco Advisors, LLC	3.66%	Add +18.1%	617,252	$47.2M
First Heartland Consultants, Inc.	3.54%	Add +4.1%	604,525	$46.3M
North Star Asset Management Inc.	1.97%	Reduce -18.8%	594,530	$45.5M
Gladstone Institutional Advisory LLC	1.68%	Reduce -3.2%	593,732	$45.4M
Strategic Financial Partners, Ltd.	19.55%	Reduce -0.3%	591,330	$45.3M
Client 1ST Advisory Group, LLC	13.74%	Add +10.9%	590,368	$45.2M
Horst & Graben Wealth Management LLC	6.18%	Add +26.2%	534,801	$45.0M
Principal Financial Group Inc.	0.02%	Reduce -1.3%	587,958	$45.0M
Waverly Advisors, LLC	0.34%	Add +1.8%	587,224	$44.9M
Brookstone Capital Management	0.51%	Reduce -4.0%	581,156	$44.5M
Investment Planning Advisors, Inc.	12.19%	Add +10.3%	578,203	$44.3M
Flagship Harbor Advisors, LLC	1.93%	Add +5.7%	571,822	$43.8M
Forthright Family Wealth Advisory LLC	29.24%	Add +238.5%	708,568	$43.6M
West Wealth Group, LLC	8.50%	Add +73.5%	562,031	$43.0M
Compass Ion Advisors, LLC	4.06%	Reduce -3.8%	556,584	$42.6M
Encompass More Asset Management	7.17%	Add +444.7%	555,365	$42.5M
Retiremitten Financial LLC	20.53%	—	554,541	$42.4M
Highland Financial Advisors, LLC	11.08%	Add +7.9%	548,404	$42.0M
Wealth Management Nebraska	4.22%	New	544,531	$41.7M
IFP Advisors, Inc	0.86%	Reduce -2.1%	539,854	$41.3M
Quantum Financial Planning Services, Inc.	14.83%	Add +6.7%	539,444	$41.3M
Jackson Wealth Management, LLC	4.24%	Add +1.5%	538,699	$41.2M
Walkner Condon Financial Advisors LLC	5.43%	Add +6.4%	538,211	$41.2M
Financial Insights, Inc.	13.28%	Add +10.6%	535,431	$41.0M
AQR Capital Management	0.02%	Add +71.0%	531,304	$40.7M
Level Four Advisory Services, LLC	1.33%	Add +46.0%	528,965	$40.5M
Bricktown Capital, LLC	7.93%	Add +7.1%	526,537	$40.3M
Clear Creek Financial Management, LLC	3.06%	Reduce -23.8%	521,158	$39.9M
Farther Finance Advisors, LLC	0.38%	Reduce -23.1%	514,985	$39.7M
Market Street Wealth Management Advisors LLC	6.24%	Add +0.7%	516,718	$39.5M
Sequoia Financial Advisors, LLC	0.22%	Reduce -8.8%	509,074	$39.0M
Concurrent Investment Advisors, LLC	0.42%	Add +43.9%	505,424	$38.7M
Macco Financial Group, Inc.	29.05%	Add +22.3%	501,140	$38.4M
Broadway Wealth Solutions, Inc.	19.58%	Add +4.5%	494,737	$37.9M
TSG Advice Partners, LLC	5.56%	Add +7441.2%	485,200	$37.1M
Crown Wealth Group, LLC	10.88%	Reduce -2.2%	484,160	$37.1M
SFG Wealth Management, LLC.	14.95%	Add +42.1%	474,554	$36.3M
Compass Financial Services Inc	15.72%	Reduce -0.8%	474,091	$36.3M
Richmond Investment Services, LLC	5.81%	Add +4.1%	469,712	$36.0M
Fiduciary Alliance LLC	2.16%	Add +895.8%	434,686	$35.8M
Alliancebernstein L.P.	0.01%	Add +11467.4%	435,051	$34.9M
Wealthspire Retirement, LLC	2.08%	Add +9.7%	453,841	$34.7M
Independent Financial Group, LLC	0.78%	Add +10.9%	452,181	$34.6M
Montz Harcus Wealth Management LLC	13.91%	Add +2.1%	449,889	$34.4M
Ridgeline Wealth Planning, LLC	25.07%	Add +0.1%	448,546	$34.3M
Eldridge Investment Advisors, Inc.	7.52%	Add +10.1%	448,178	$34.3M
Cary Street Partners Financial LLC	0.84%	Reduce -1.0%	443,672	$34.0M
Asset Allocation Strategies LLC	5.99%	Add +96.8%	440,487	$33.7M
Henderson Brothers Financial Partners, LLC	8.53%	—	439,870	$33.7M
PFG Advisors	1.63%	Reduce -3.6%	436,471	$33.4M
Merit Financial Group, LLC	0.25%	Reduce -2.9%	432,959	$33.1M
Fragasso Financial Advisors Inc	1.99%	Add +128.5%	425,101	$33.0M
Lido Advisors, LLC	0.13%	Reduce -39.2%	426,058	$32.6M
Stonebrook Private Inc.	6.93%	Add +39.5%	424,871	$32.5M
Moneta Group Investment Advisors LLC	0.24%	Reduce -1.4%	422,644	$32.3M
Kelman-Lazarov, Inc.	4.62%	Add +2.8%	421,242	$32.2M
Leo Wealth, LLC	2.33%	Add +1.5%	419,144	$32.1M
KMG Fiduciary Partners, LLC	2.36%	Reduce -15.2%	417,266	$31.9M
Bauman Advisory Group, LLC	22.31%	Reduce -6.7%	415,912	$31.8M
Simplicity Wealth,LLC	1.80%	Add +22.8%	414,641	$31.7M
Voya Investment Management LLC	0.04%	Reduce 0.0%	406,944	$31.1M
Arvest Bank Trust Division	1.69%	Add +21.8%	406,051	$31.1M
Carnegie Investment Counsel	0.60%	Reduce -2.4%	402,922	$30.8M
NBZ Investment Advisors LLC	13.36%	Add +98.0%	399,068	$30.5M
Global View Capital Management LLC	8.10%	Reduce -38.6%	398,889	$30.5M
Capital Investment Management, Inc.	10.39%	Add +2.4%	395,273	$30.3M
TSA Wealth Managment LLC	9.71%	Add +20.7%	392,549	$30.0M
Mgo One Seven LLC	0.60%	Add +34.4%	392,231	$30.0M
Ashton Thomas Private Wealth, LLC	0.70%	Add +170.0%	388,066	$29.7M
RFG Advisory, LLC	0.55%	Add +12.4%	387,987	$29.7M
Orion Porfolio Solutions, LLC	0.25%	Add +0.2%	382,132	$29.2M
HUB Investment Partners, LLC	0.71%	Add +6.5%	379,070	$29.0M
Mayflower Financial Advisors, LLC	3.49%	Add +15.9%	375,427	$28.7M
Knightsbridge Asset Management, LLC	3.86%	Add +6.7%	372,022	$28.5M
Forefront Wealth Partners, LLC	11.83%	Add +3.5%	369,144	$28.3M
Lanark Financial, Inc.	2.10%	Add +3.0%	365,958	$28.0M
Scarborough Advisors, LLC	3.04%	Reduce -9.0%	363,105	$27.8M
Debussy Capital Management LP	3.84%	Add +8.2%	362,979	$27.8M
Tableaux LLC	13.31%	Add +47.8%	358,971	$27.5M
Cypress Wealth Services, LLC	3.87%	Reduce -2.6%	357,735	$27.4M
Verus Capital Partners, LLC	1.88%	Add +10.9%	357,549	$27.4M
Nottingham Advisors, Inc.	3.52%	Add +3.6%	356,956	$27.3M
Thryve Wealth Management LLC	18.18%	Add +2.6%	355,607	$27.2M
Kingswood Wealth Advisors, LLC	1.29%	Reduce -2.0%	355,476	$27.2M
Neuberger Berman Group LLC	0.02%	Add +1158.1%	354,684	$27.1M
Arete Wealth Advisors, LLC	2.01%	Add +17.3%	351,387	$26.9M
Spectrum Advisors, Inc.	21.00%	—	347,425	$26.6M
Leslie Global Wealth, LLC	13.98%	Reduce -4.8%	346,660	$26.5M
CBM Financial, LLC	16.53%	Add +4.8%	317,492	$26.5M
Stifel Financial Corp.	0.02%	Add +4.1%	342,787	$26.2M
Fifth Third Securities, Inc.	1.66%	Reduce -0.7%	335,409	$25.7M
CreativeOne Wealth, LLC	0.60%	Add +138.3%	335,348	$25.7M
Bank of Nova Scotia	0.04%	Reduce -12.4%	333,410	$25.5M
Sykon Capital LLC	8.40%	Add +4.4%	329,489	$25.2M
Panoramic Investment Advisors, LLC	13.61%	Add +2.0%	328,771	$25.2M
Maia Wealth LLC	4.22%	Add +0.9%	326,134	$25.0M
Cornerstone Advisors Asset Management, LLC	3.84%	Add +6.8%	325,418	$24.9M
PNC Financial Services Group, Inc.	0.01%	Reduce -1.6%	325,125	$24.9M
Wealth Advisory Solutions, LLC	5.50%	Add +0.5%	322,447	$24.7M
Wealth Advisors of Iowa, LLC	7.59%	Reduce -0.1%	320,506	$24.5M
Savant Capital, LLC	0.12%	Add +0.1%	319,031	$24.4M
AlphaCore Capital LLC	0.58%	Reduce -4.9%	318,467	$24.4M
Ausdal Financial Partners, Inc.	1.08%	Reduce -13.9%	316,731	$24.2M
Novem Group	2.77%	Reduce -5.9%	315,040	$24.1M
Bradley Foster & Sargent Inc.	0.37%	Reduce -0.8%	314,886	$24.1M
Steele Capital Management, Inc.	0.99%	Add +0.6%	313,521	$24.0M
Baird Financial Group, Inc.	0.04%	Add +4.6%	312,993	$24.0M
Petix & Botte Co	10.73%	Reduce -43.9%	312,951	$24.0M
Keel Point, LLC	1.58%	Reduce -0.1%	307,906	$23.6M
Northstar Advisory Group, LLC	8.89%	Add +1228.0%	304,507	$23.3M
Goodman Advisory Group, LLC	5.98%	Reduce -2.9%	301,363	$23.1M
Truist Financial Corp.	0.03%	Add +13.6%	301,173	$23.1M
Daido Life Insurance Co.	3.39%	No change	300,182	$23.0M
Segment Wealth Management, LLC	1.34%	Reduce -20.0%	298,128	$22.8M
GTS Financial, LLC	17.89%	—	343,400	$22.6M
Mueller Wealth, LLC	17.88%	Reduce -35.8%	292,848	$22.4M
Bank of Montreal	0.01%	Reduce -19.4%	290,482	$22.2M
Clarity Asset Management, Inc.	11.23%	Add +3282.2%	289,817	$22.2M
Atlas Private Wealth Advisors	5.19%	Add +9.6%	288,242	$22.1M
Arrien Investments, Inc.	11.89%	Reduce -1.3%	286,492	$21.9M
Clarus Group, Inc.	7.80%	Add +0.1%	284,377	$21.8M
Evermay Wealth Management LLC	2.40%	Add +14.2%	283,446	$21.7M
Accelerate Investment Advisors LLC	14.40%	Reduce -0.2%	281,739	$21.6M
Core Wealth Advisors, Inc.	5.14%	Add +1.7%	281,336	$21.5M
Beacon Capital Management, Inc.	1.21%	Add +6.4%	281,297	$21.5M
Susquehanna International Group, LLP	0.03%	Reduce -42.3%	278,588	$21.3M
Retirement Financial Solutions, LLC	6.02%	Add +2.0%	275,306	$21.1M
American Century Companies Inc.	0.01%	Reduce -30.8%	273,600	$20.9M
Marks Group Wealth Management, Inc	2.02%	Add +2438.8%	273,176	$20.9M
Arkadios Wealth Advisors	0.34%	Add +41.8%	271,829	$20.8M
US Bancorp \de	0.03%	Add +9.3%	271,478	$20.8M
Keeler & Nadler Financial Planning & Wealth Management	7.04%	Add +1.7%	271,144	$20.8M
Rehmann Capital Advisory Group	1.08%	Reduce -8.8%	270,819	$20.7M
Kagan Cocozza Asset Management	14.57%	Reduce -1.5%	270,512	$20.7M
Calton & Associates, Inc.	2.97%	Reduce -2.3%	270,245	$20.7M
CoreCap Advisors, LLC	0.70%	Add +26.1%	268,348	$20.5M
Cornerstone Wealth Group, LLC	1.32%	Add +27.3%	247,200	$20.5M
VestGen Advisors, LLC	0.56%	Add +35.4%	231,870	$20.1M
Ferguson Shapiro LLC	5.97%	New	255,861	$19.6M
Vestmark Advisory Solutions, Inc.	0.22%	Reduce -22.7%	255,381	$19.5M
Wise Wealth Partners	26.39%	Reduce -0.6%	254,675	$19.5M
Strategic Blueprint, LLC	1.13%	Add +1.4%	254,230	$19.5M
Investors Research Corp	3.66%	Add +0.8%	250,238	$19.2M
Janney Montgomery Scott LLC	0.05%	Add +56.3%	250,177	$19.1M
Maripau Wealth Management LLC	8.41%	Add +10.0%	249,970	$19.1M
AdvisorNet Financial, Inc	0.98%	Add +11.9%	248,457	$19.0M
Luken Investment Analytics, LLC	7.21%	Add +2.3%	245,913	$18.8M
Quadrant Private Wealth Management, LLC	2.88%	Add +29.0%	243,181	$18.6M
Archer Investment Corp	3.97%	Add +1.3%	242,987	$18.6M
Blue Water Asset Management	6.40%	Add +1.7%	241,897	$18.5M
LeClair Wealth Partners LLC	6.40%	New	241,897	$18.5M
Total Clarity Wealth Management, Inc.	4.33%	Add +51.7%	240,635	$18.4M
Capital Advantage, Inc.	2.41%	Add +3.4%	240,614	$18.4M
Legacy Advisory Services, LLC	14.00%	Reduce -5.7%	239,526	$18.3M
Westwind Capital	4.37%	Add +36.3%	237,627	$18.2M
Advisor OS, LLC	1.32%	Reduce -1.0%	237,345	$18.2M
Bay Capital Advisors, LLC	11.07%	Add +3.4%	234,726	$18.0M
Corient Private Wealth LP	0.03%	Reduce -5.1%	234,211	$17.9M
Gen-Wealth Partners Inc	5.63%	Add +6.7%	233,517	$17.9M
Jane Street Group, LLC	0.02%	Add +970.8%	233,314	$17.9M
Belpointe Asset Management LLC	0.65%	Add +0.9%	231,592	$17.7M
Windsor Capital Management, LLC	5.29%	Reduce -2.3%	231,239	$17.7M
Chicago Partners Investment Group LLC	0.39%	Add +5.0%	210,052	$17.6M
Curtis Advisory Group, LLC	3.78%	Add +2.7%	229,338	$17.6M
Patriot Financial Group Insurance Agency, LLC	0.99%	Add +130.9%	228,042	$17.5M
FMR LLC	0.00%	Add +5.2%	227,106	$17.4M
S. R. Schill & Associates	11.64%	Add +3.8%	225,098	$17.2M
Legacy Solutions, LLC	15.95%	Add +0.5%	224,839	$17.2M
Captrust Financial Advisors	0.03%	Add +13.2%	223,896	$17.1M
Capital Financial Group Inc\co\	9.36%	Reduce -3.6%	222,520	$17.0M
Astoria Portfolio Advisors LLC.	3.63%	Add +32.6%	201,996	$17.0M
Merkkuri Wealth Advisors LLC	11.23%	Add +7.7%	221,717	$17.0M
Advisory Alpha, LLC	0.46%	Add +0.9%	220,785	$16.9M
Selective Wealth Management, Inc.	4.99%	Add +0.5%	201,213	$16.9M
Buttonwood Financial Group, LLC	10.31%	Reduce -55.9%	218,889	$16.8M
Valtinson Bruner Financial Planning LLC	4.60%	Add +0.5%	218,859	$16.8M
Lincoln Capital Corp.	6.13%	Add +24.1%	217,601	$16.7M
RBF Capital, LLC	0.81%	No change	214,574	$16.4M
Atria Investments, Inc	0.18%	Add +8.0%	214,256	$16.4M
Arwa LLC	8.12%	Reduce -5.4%	204,761	$16.4M
Focus Financial Network, Inc.	0.58%	Reduce -14.3%	213,084	$16.3M
Benjamin Edwards Inc.	0.16%	Add +8.3%	212,825	$16.3M
Fortitude Financial, LLC	8.57%	Reduce -5.2%	211,706	$16.2M
Focus Partners Advisor Solutions, LLC	0.16%	Reduce -11.8%	211,009	$16.2M
Sowell Financial Services LLC	0.59%	Add +13.0%	208,861	$16.0M
Brown Financial Advisors	6.04%	Add +1.7%	208,257	$15.9M
Elm Partners Management LLC	0.68%	Add +391.7%	211,312	$15.7M
Kingsview Wealth Management, LLC	0.21%	Add +2.2%	204,086	$15.6M
CVFG LLC	1.93%	New	202,616	$15.5M
Lord & Richards Wealth Management, LLC	13.54%	Add +4.2%	201,608	$15.4M
Hobbs Wealth Management, LLC	15.18%	Add +10.9%	200,472	$15.3M
NovaPoint Capital, LLC	3.84%	Add +0.7%	199,769	$15.3M
Park Place Capital Corp	3.06%	Add +26.4%	199,458	$15.3M
Independent Wealth Network Inc.	4.54%	Add +31.0%	199,352	$15.3M
Triad Wealth Partners, LLC	1.21%	Add +79.3%	199,215	$15.2M
Perennial Investment Advisors, LLC	1.21%	Add +36.0%	198,336	$15.2M
Tortoise Investment Management, LLC	1.24%	Add +16.7%	195,424	$15.0M
National Bank of Canada	0.02%	Add +9.2%	195,447	$15.0M
Daviman Financial, LLC	8.77%	Add +22.2%	193,848	$14.8M
Rational Advisors, Inc.	1.61%	Add +0.1%	193,154	$14.8M
MKT Advisors LLC	4.93%	Add +15.1%	189,562	$14.7M
SkyOak Wealth, LLC	2.68%	Add +0.9%	191,412	$14.7M
Hobbs Group Advisors, LLC	4.35%	Add +0.8%	190,005	$14.5M
My Portfolio Guide, LLC	8.00%	—	189,081	$14.5M
Mattson Financial Services, LLC	3.36%	Reduce -7.9%	183,725	$14.1M
Keystone Financial Services, LLC	9.45%	Add +2.0%	183,601	$14.1M
Sheets Smith Wealth Management	1.57%	Add +2.1%	182,380	$14.0M
Blair William & Co.	0.04%	Add +4.9%	182,242	$13.9M
Kohmann Bosshard Financial Services, LLC	1.36%	Reduce -1.4%	182,167	$13.9M
Waterloo Capital, L.P.	0.98%	Reduce -6.3%	181,838	$13.9M
JPL Wealth Management, LLC	3.19%	Add +89.7%	181,309	$13.9M
Mutual Advisors, LLC	0.30%	Reduce -6.8%	180,725	$13.8M
Meridian Wealth Management, LLC	0.49%	Reduce -3.7%	180,158	$13.8M
&partners	0.07%	Add +71.6%	178,414	$13.7M
United Asset Strategies, Inc.	1.09%	Reduce -2.0%	178,807	$13.7M
Legacy Wealth Management, LLC / MS	3.89%	Add +2.7%	178,537	$13.7M
Citizens Financial Group Inc.	0.19%	Reduce -11.0%	178,143	$13.6M
Advisory Services Network, LLC	0.18%	Add +1.6%	177,670	$13.6M
Rockefeller Capital Management L.P.	0.02%	Add +21.8%	176,593	$13.5M
OMNI 360 Wealth, Inc.	6.97%	Add +3.4%	176,528	$13.5M
Valmark Advisers, Inc.	0.16%	Add +0.2%	175,780	$13.5M
Tidemark, LLC	3.42%	Add +0.3%	175,730	$13.5M
Oarsman Capital, Inc.	1.66%	Add +5.5%	174,534	$13.4M
CSM Advisors, LLC	0.33%	Reduce -5.9%	174,083	$13.3M
Abound Financial, LLC	5.82%	Reduce -3.8%	173,920	$13.3M
GenWealth Group, Inc.	2.25%	Add +5.8%	172,196	$13.2M
Financial Futures Ltd Liability Co.	5.79%	Add +3.5%	172,073	$13.2M
Brio Consultants, LLC	1.58%	Add +146.8%	151,629	$12.9M
Towercrest Capital Management	2.01%	Reduce -0.5%	168,358	$12.9M
WealthTrak Capital Management LLC	9.17%	Reduce -1.3%	167,791	$12.8M
Slagle Financial, LLC	4.24%	Add +2.3%	167,611	$12.8M
Archford Capital Strategies, LLC	1.47%	Reduce -37.8%	167,293	$12.8M
Pinnacle Wealth Planning Services, Inc.	1.32%	Add +0.7%	166,723	$12.8M
Cannon Wealth Management Services, LLC	8.53%	Add +2.8%	164,692	$12.6M
SeedSafe Financial LLC	10.21%	Add +9.0%	162,120	$12.4M
B.O.S.S. Retirement Advisors, LLC	3.77%	Add +12.6%	161,503	$12.4M
Stone Summit Wealth LLC	3.37%	Add +0.8%	158,064	$12.1M
Axxcess Wealth Management, LLC	0.39%	Add +95.0%	157,435	$12.1M
Marathon Strategic Advisors, LLC	8.55%	Add +3.8%	155,353	$11.9M
M1 Capital Management LLC	5.48%	Add +3.1%	155,342	$11.9M
Paladin Wealth, LLC	8.17%	Add +8.1%	155,233	$11.9M
Mosaic Family Wealth Partners, LLC	1.20%	Add +25.7%	152,673	$11.7M
Convergence Financial, LLC	1.24%	Add +50.0%	152,498	$11.7M
Savvy Advisors, Inc.	0.31%	Add +3.0%	152,215	$11.7M
Uptick Partners, LLC	2.31%	Add +34.6%	151,508	$11.6M
Advyzon Investment Management, LLC	1.04%	Add +314.8%	151,207	$11.6M
DAVENPORT & Co LLC	0.06%	Add +2.8%	151,193	$11.6M
Arcadia Wealth Management, LLC	4.18%	Add +28.8%	151,071	$11.6M
Wealthcare Capital Partners, LLC	5.38%	Add +7.3%	150,145	$11.5M
Ridgeline Wealth, LLC	8.22%	Reduce -25.5%	149,900	$11.5M
Black Swift Group, LLC	2.00%	Add +17.2%	149,050	$11.4M
Rainier Family Wealth Inc.	7.61%	Reduce -13.4%	148,141	$11.3M
Apollon Wealth Management, LLC	0.18%	Add +45.0%	146,708	$11.2M
Pathstone Holdings, LLC	0.04%	Add +0.6%	146,026	$11.2M
Cutler Investment Counsel LLC	1.15%	Add +6.0%	145,782	$11.2M
Pine Valley Investments Ltd Liability Co	0.54%	Add +14.3%	145,017	$11.1M
Renaissance Technologies	0.02%	Reduce -26.9%	144,800	$11.1M
Tradition Wealth Management, LLC	0.78%	Add +24.7%	143,949	$11.0M
Integrity Advisory Solutions, LLC	1.44%	Add +9.3%	142,422	$10.9M
JBR Co Financial Management Inc	4.55%	No change	135,446	$10.9M
One Degree Advisors Inc	2.84%	Add +6.0%	141,226	$10.8M
Gambit Capital Management, LLC	7.74%	Add +43.2%	141,116	$10.8M
JNBA Financial Advisors	0.89%	Add +68.1%	139,795	$10.7M
Blue Bell Private Wealth Management, LLC	1.54%	Add +12.6%	139,693	$10.7M
Summit Financial, LLC	0.14%	Add +23.4%	139,216	$10.7M
Clarity Retirement & Wealth, LLC	8.55%	Reduce -7.2%	138,511	$10.6M
Stonehaven Wealth & Tax Solutions, LLC	9.33%	Add +1.6%	137,753	$10.5M
Alesco Advisors, LLC, An ESL Co	0.27%	Add +15.2%	137,485	$10.5M
Alliance Wealth Management Group	2.27%	Reduce -0.4%	135,851	$10.4M
Ethos Financial Group, LLC	0.76%	Reduce -9.7%	138,631	$10.4M
FSB Premier Wealth Management, Inc.	3.22%	Reduce -1.0%	134,299	$10.3M
Venture Visionary Partners LLC	0.34%	Reduce -1.9%	133,460	$10.2M
Hollencrest Capital Management	0.38%	Reduce -0.9%	132,297	$10.1M
Apeiron RIA LLC	2.34%	Add +5.3%	131,940	$10.1M
Beacon Pointe Advisors, LLC	0.05%	Add +16.2%	131,714	$10.1M
Strategic Advisors LLC	1.66%	Add +5.5%	130,276	$10.0M
Naples Global Advisors, LLC	0.73%	Add +1.9%	129,915	$9.9M
DDD Partners, LLC	0.69%	New	129,560	$9.9M
Money Concepts Capital Corp.	0.55%	Reduce -29.1%	129,183	$9.9M
Crestwood Advisors Group, LLC	0.17%	Reduce -28.0%	128,528	$9.8M
StoneCrest Wealth Management, Inc.	4.14%	Add +0.3%	127,963	$9.8M
Cordoba Advisory Partners LLC	2.67%	Reduce -2.0%	126,395	$9.7M
Elevated Capital Advisors, LLC	2.42%	Reduce -21.5%	125,601	$9.6M
Columbia River Financial Group, LLC	5.57%	Add +5.0%	125,371	$9.6M
BlackDiamond Wealth Management, LLC	4.58%	Add +22.8%	124,156	$9.5M
Tower View Wealth Management LLC	4.87%	Add +4.5%	124,052	$9.5M
Baltimore-Washington Financial Advisors, Inc.	0.41%	Add +2.1%	122,954	$9.4M
Flynn Zito Capital Management, LLC	3.00%	Reduce -0.2%	122,589	$9.4M
GTS Securities LLC	0.33%	Add +68.0%	122,382	$9.4M
BIP Wealth, LLC	0.38%	Reduce -6.2%	122,340	$9.4M
National Wealth Management Group, LLC	3.46%	Add +57.1%	121,226	$9.3M
Pure Financial Advisors, LLC	0.13%	Add +89.1%	120,818	$9.2M
Arvest Investments, Inc.	1.26%	Reduce -6.5%	120,577	$9.2M
Upper Left Wealth Management, LLC	5.45%	Add +0.1%	120,547	$9.2M
HBK Investments L P	0.13%	Add +14.5%	120,539	$9.2M
Welch Capital Partners LLC	2.07%	Reduce -19.1%	119,937	$9.2M
Guardian Asset Advisors, LLC	5.35%	Reduce -14.1%	119,639	$9.2M
EP Wealth Advisors, LLC	0.04%	Reduce -1.0%	119,178	$9.1M
Foundations Investment Advisors, LLC	0.11%	Reduce -32.0%	118,997	$9.1M
Clarus Wealth Advisors	3.88%	Reduce -0.5%	117,377	$9.1M
PAX Financial Group, LLC	1.53%	Add +1848.0%	117,505	$9.0M
Bull Oak Capital, LLC	3.46%	Reduce -0.7%	117,483	$9.0M
6th Street Advisors, LLC	5.63%	—	116,949	$9.0M
Cooper Capital Advisors LLC	6.15%	Add +3.4%	114,786	$8.8M
Cobblestone Asset Management LLC	3.94%	Reduce -2.0%	114,560	$8.8M
WorthPointe, LLC	2.37%	Add +248.5%	113,407	$8.7M
Centaurus Financial, Inc.	0.41%	Reduce -29.2%	112,688	$8.6M
Mma Asset Management LLC	3.03%	Add +9.4%	112,461	$8.6M
River Street Advisors LLC	2.90%	Add +12.7%	112,266	$8.6M
Apollon Financial, LLC	1.19%	Reduce -6.3%	111,750	$8.6M
Harbor Capital Advisors, Inc.	0.69%	Reduce -67.4%	110,739	$8.5M
Arq Wealth Advisors, LLC	1.52%	Add +1.1%	110,429	$8.5M
Turning Point Benefit Group, Inc.	5.37%	Add +16.2%	141,727	$8.4M
Guardian Wealth Advisors, LLC / NC	0.54%	Reduce -8.3%	110,042	$8.4M
Lighthouse Financial Services Inc.	1.90%	Add +5.3%	102,945	$8.4M
Morling Financial Advisors, LLC	2.59%	Reduce -0.0%	109,688	$8.4M
Sutton Place Investors LLC	4.56%	Add +15.1%	108,827	$8.3M
Evergreen Capital Management LLC	0.18%	Add +0.0%	108,342	$8.3M
Worth Asset Management, LLC	3.09%	Reduce -6.4%	108,281	$8.3M
Nations Financial Group Inc, /Ia/	0.43%	Add +2.5%	108,097	$8.3M
Evolution Wealth Management Inc.	6.00%	Add +71.1%	107,308	$8.2M
CIBC Bancorp USA Inc.	0.01%	—	109,046	$8.2M
Talon Private Wealth, LLC	1.09%	—	106,957	$8.2M
Hopwood Nicholas Hunter	2.60%	Add +3.4%	106,884	$8.2M
Howard Bailey Securities, LLC	3.36%	Reduce -4.2%	106,667	$8.2M
Vise Technologies, Inc.	0.16%	No change	100,546	$8.1M
Optima Capital LLC	3.73%	Reduce -13.8%	105,072	$8.0M
Wealthcare Capital Management LLC	0.80%	Reduce -12.0%	104,665	$8.0M
Adams Wealth Management	1.76%	Reduce -1.7%	104,472	$8.0M
CacheTech Inc.	1.54%	Reduce -1.7%	104,472	$8.0M
Balefire, LLC	1.51%	Add +8.3%	104,453	$8.0M
Transamerica Financial Advisors, LLC	0.68%	Reduce -9.8%	104,301	$8.0M
Absolute Capital Management, LLC	2.63%	Add +92.9%	103,629	$7.9M
Prime Capital Investment Advisors, LLC	0.09%	Add +25.3%	103,314	$7.9M
ERn Financial, LLC	1.47%	Add +5.4%	102,287	$7.8M
Abound Wealth Management	1.78%	Add +37.6%	102,189	$7.8M
PCG Wealth Advisors, LLC	1.97%	Reduce -41.5%	101,709	$7.8M
Capital Asset Advisory Services LLC	0.30%	Add +1490.5%	93,107	$7.8M
Values Added Financial LLC	3.26%	Add +1.9%	101,232	$7.7M
Fortis Group Advisors, LLC	1.28%	Reduce -41.1%	91,423	$7.7M
Firethorn Wealth Partners, LLC	2.82%	Add +16.1%	100,476	$7.7M
Advisors Preferred, LLC	1.13%	Add +32.6%	100,005	$7.7M
Trinity Wealth Management, LLC	2.81%	Reduce -0.3%	99,922	$7.6M
Sanchez Wealth Management Group	1.64%	Add +25.4%	99,230	$7.6M
Regal Investment Advisors LLC	0.44%	Reduce -2.5%	99,038	$7.6M
SK Wealth Management, LLC	2.09%	Add +8.5%	96,959	$7.5M
Trademark Financial Management, LLC	3.68%	Add +14.5%	98,085	$7.5M
Chatterton & Associates Inc.	5.20%	Add +62.8%	92,725	$7.4M
O'shaughnessy Asset Management, LLC	0.04%	Add +15.1%	95,975	$7.3M
Northern Trust Corp.	0.00%	Add +2.5%	95,738	$7.3M
Range Financial Group LLC	2.45%	Reduce -1.1%	95,281	$7.3M
Perennial Advisors, LLC	1.25%	Reduce -5.7%	95,054	$7.3M
Prospera Financial Services Inc	0.12%	Add +822.4%	95,020	$7.3M
Boothe Investment Group, Inc.	2.33%	New	94,563	$7.2M
Tandem Investment Partners LLC	6.09%	Add +9.2%	93,778	$7.2M
Vantage Point Financial LLC	2.52%	Reduce -30.1%	93,676	$7.2M
Orange Investment Advisors, Inc.	0.93%	Add +50.4%	93,547	$7.2M
Wealth Management Resources, Inc.	2.49%	Reduce -1.3%	93,315	$7.1M
E&G Advisors, LLC	1.58%	Add +3.8%	92,850	$7.1M
Moulton Wealth Management, Inc.	4.80%	New	91,466	$7.0M
FFG Retirement Advisors LLC	4.10%	Reduce -7.4%	91,982	$7.0M
Redwood Investment Management, LLC	0.87%	Add +35.5%	91,814	$7.0M
Commonwealth Financial Services, LLC	1.11%	Add +7.9%	91,203	$7.0M
Financial Guidance Group, Inc.	2.79%	Add +9.4%	90,551	$6.9M
Aspire Private Capital, LLC	1.56%	Reduce -1.9%	90,453	$6.9M
Madison Asset Management, LLC	0.09%	Add +10.9%	90,180	$6.9M
Bush Investment Group, LLC	3.76%	Add +23.4%	89,864	$6.9M
Richardson Financial Services Inc.	4.28%	Reduce -11.9%	89,351	$6.8M
WealthPoint Financial, LLC	5.70%	Add +30.8%	88,982	$6.8M
Tudor Investment Corporation	0.04%	Add +19.5%	88,346	$6.8M
Kingsbury Capital Investment Advisors LLC	6.33%	—	88,043	$6.7M
Meitav Investment House Ltd.	0.07%	Reduce -13.4%	87,919	$6.7M
Compass Wealth Management LLC	1.66%	Add +12.1%	87,820	$6.7M
Shepherd Financial Partners LLC	0.64%	Reduce -0.6%	87,529	$6.7M
Cordatus Wealth Management LLC	1.58%	New	86,997	$6.7M
Compound Planning, Inc.	0.20%	Add +144.5%	86,854	$6.6M
Midwest Heritage Bank, FSB	2.12%	Reduce -7.9%	86,236	$6.6M
Condor Capital Management	0.54%	Reduce -10.7%	84,237	$6.4M
Steward Partners Investment Advisory, LLC	0.03%	Reduce -14.2%	83,832	$6.4M
Theory Financial LLC	2.24%	Add +25.2%	83,451	$6.4M
Financial Solutions Advisory Group, Inc.	0.88%	—	83,054	$6.4M
Brown Miller Wealth Management, LLC	1.79%	Add +12.2%	82,278	$6.3M
Smartleaf Asset Management LLC	0.22%	Add +14.6%	83,527	$6.2M
Nwam LLC	0.36%	Add +8.5%	80,733	$6.2M
HBK Sorce Advisory LLC	0.12%	Add +1.0%	70,350	$6.1M
Etesian Wealth Advisors, Inc.	1.94%	Add +6.3%	79,641	$6.1M
Kanawha Capital Management LLC	0.43%	Add +9.8%	79,135	$6.1M
Diversify Wealth Management, LLC	0.11%	Add +1078.7%	72,251	$6.1M
Brogan Financial, Inc.	2.66%	Add +0.2%	79,031	$6.0M
Transcendent Capital Group LLC	2.73%	Add +0.3%	78,144	$6.0M
Horizon Wealth Management, LLC	0.87%	Add +0.1%	77,533	$5.9M
Uniting Wealth Partners, LLC	1.24%	Add +14.0%	76,309	$5.8M
ATX Financial Planning, LLC	4.44%	Add +22.6%	76,304	$5.8M
Dearborn Partners LLC	0.32%	Add +27.1%	76,262	$5.8M
Continuum Advisory, LLC	0.56%	Reduce -3.2%	76,186	$5.8M
Higgins & Schmidt Wealth Strategies LLC	2.65%	New	75,736	$5.8M
Clearview Wealth Management LLC	4.06%	—	75,030	$5.7M
Spectrum Planning & Advisory Services Inc.	2.84%	Add +4.3%	74,877	$5.7M
J.W. Cole Advisors, Inc.	0.19%	Reduce -0.1%	74,730	$5.7M
Meridian Financial Advisors, LLC	3.11%	Add +4.3%	74,249	$5.7M
Golden State Wealth Management, LLC	0.62%	Reduce -36.6%	73,948	$5.7M
Blue Capital, Inc.	3.68%	Reduce -1.2%	73,648	$5.6M
Catalina Capital Group, LLC	3.45%	Add +14.9%	73,473	$5.6M
Midwest Trust Co	0.07%	Reduce -0.2%	73,275	$5.6M
Timmons Wealth Management, LLC	5.31%	Add +7.4%	73,200	$5.6M
GeoWealth Management, LLC	0.20%	Add +16.3%	73,145	$5.6M
Truefg, LLC	1.48%	Add +5.1%	72,799	$5.6M
Moisand Fitzgerald Tamayo, LLC	0.60%	Reduce -2.4%	72,796	$5.6M
Carroll Advisory Group, LLC	2.16%	Reduce -5.1%	72,700	$5.6M
Tilson Financial Group, Inc.	1.67%	Add +4.2%	72,553	$5.6M
Jackson, Grant Investment Advisers, Inc.	1.84%	Reduce -2.5%	71,834	$5.5M
Syntegra Private Wealth Group, LLC	0.52%	Add +2.2%	71,365	$5.5M
Integrated Wealth Management	6.21%	Add +35.0%	70,802	$5.4M
Downshift Financial, LLC	2.77%	Add +15.2%	64,018	$5.3M
Parallel Advisors, LLC	0.10%	Add +7.8%	69,553	$5.3M
Vestment Financial LLC	2.49%	Add +6.6%	63,468	$5.3M
Aldebaran Financial Inc.	5.00%	Add +5.3%	68,711	$5.3M
Cary Street Partners Investment Advisory LLC	1.32%	Add +16.0%	67,705	$5.2M
Tempus Wealth Planning, LLC	1.19%	Add +30.4%	67,658	$5.2M
Perigon Wealth Management, LLC	0.09%	Add +5.2%	67,610	$5.2M
WealthPLAN Partners, LLC	0.99%	Add +31.4%	67,180	$5.1M
Armstrong Advisory Group, Inc.	0.34%	Reduce -88.8%	67,056	$5.1M
Opus Investment Management Inc.	3.05%	New	66,878	$5.1M
Old Second National Bank of Aurora	1.05%	Add +15.0%	66,621	$5.1M
Alaska Wealth Advisors, LLC	0.61%	Add +23.9%	66,364	$5.1M
Hengehold Capital Management LLC	0.44%	Add +24.2%	66,057	$5.1M
Parcion Private Wealth LLC	0.31%	Add +6.2%	65,715	$5.0M
Copia Wealth Management	3.45%	Reduce -21.6%	65,642	$5.0M
Curtis Wealth Management LLC	4.71%	Add +24.3%	65,474	$5.0M
Per Stirling Capital Management, LLC.	0.55%	Reduce -1.1%	65,293	$5.0M
MLP3, LLC	5.53%	Add +4.5%	65,263	$5.0M
Financial Security Advisor, Inc.	0.91%	Add +0.8%	64,912	$5.0M
Quantinno Capital Management LP	0.01%	Add +24.2%	64,751	$5.0M
Stillwater Private Wealth, LLC	4.17%	—	64,433	$4.9M
Cushing Capital Partners, LLC	3.75%	Reduce -12.0%	63,771	$4.9M
Maridea Wealth Management LLC	0.71%	Reduce -1.4%	63,717	$4.9M
Legacy Capital Group California, Inc.	1.85%	Reduce -10.8%	63,615	$4.9M
Alpha Financial Partners LLC	2.84%	Add +0.0%	62,716	$4.8M
Bison Wealth, LLC	0.46%	Add +31.8%	54,680	$4.8M
Nvwm, LLC	1.06%	Add +194.4%	62,000	$4.7M
Beaumont Financial Advisors, LLC	0.33%	No change	61,822	$4.7M
Courier Capital LLC	0.26%	Reduce -13.8%	61,355	$4.7M
Modera Wealth Management, LLC	0.06%	Reduce -7.3%	60,778	$4.7M
BNP Paribas Financial Markets	0.00%	Reduce -24.6%	60,549	$4.6M
Ritholtz Wealth Management	0.08%	Add +24.3%	60,294	$4.6M
NorthCrest Asset Manangement, LLC	0.14%	Add +15.9%	59,693	$4.6M
Aureum Wealth Management, LLC	3.19%	Add +24.2%	59,984	$4.6M
Fonville Wealth Management LLC	0.87%	Add +0.8%	59,923	$4.6M
Trajan Wealth LLC	0.18%	New	59,558	$4.6M
Lifeworks Advisors, LLC	0.58%	Reduce -6.8%	59,386	$4.5M
Manhattan West Asset Management, LLC	0.89%	Reduce -2.4%	59,319	$4.5M
XY Planning Network, Inc.	0.73%	Add +40.9%	58,869	$4.5M
Beacon Financial Advisory LLC	1.02%	Add +12.4%	59,073	$4.5M
Lunt Capital Management, Inc.	1.73%	Add +1.4%	59,013	$4.5M
Laurel Oak Wealth Management, LLC	0.75%	Reduce -33.4%	58,475	$4.5M
Prostatis Group LLC	1.14%	Reduce -3.9%	58,252	$4.5M
Spartan Wealth Advisory Services LLC	0.39%	—	57,868	$4.4M
Davidson Kempner Capital Management LP	0.12%	Add +99.0%	57,850	$4.4M
Capital Investment Advisory Services, LLC	0.32%	Add +10.5%	57,609	$4.4M
New Jersey Better Educational Savings Trust	7.22%	New	57,427	$4.4M
Bluesphere Advisors LLC	1.56%	Add +267.5%	57,332	$4.4M
URS Advisory LLC	3.21%	Reduce -2.6%	57,309	$4.4M
Silver Oak Securities, Incorporated	0.32%	Reduce -37.1%	56,401	$4.3M
IMG Wealth Management, Inc.	2.72%	Add +9.7%	55,809	$4.3M
High Probability Advisors, LLC	0.54%	Add +2.9%	55,336	$4.2M
Gerber Kawasaki Wealth & Investment Management	0.13%	Reduce -11.3%	54,767	$4.2M
Bestgate Wealth Advisors, LLC	7.54%	Add +1.0%	54,638	$4.2M
Compass Financial Group, Inc.	1.88%	Add +4.8%	54,544	$4.2M
Traynor Capital Management, Inc.	0.25%	Add +1.1%	55,890	$4.2M
Mather Group, Llc.	0.04%	Add +1163.6%	54,283	$4.2M
Colton Groome Financial Advisors, LLC	1.17%	Add +3.0%	53,887	$4.1M
Certuity, LLC	0.27%	Add +11.6%	53,788	$4.1M
Semitam Bonam LLC	3.33%	Add +0.3%	53,250	$4.1M
Lebenthal Global Advisors, LLC	0.59%	Add +28.7%	53,159	$4.1M
YHB Investment Advisors, Inc.	0.29%	Add +17.2%	52,587	$4.0M
Latitude Advisors, LLC	1.84%	Add +3.5%	52,587	$4.0M
Schrum Private Wealth Management LLC	3.07%	Add +3.7%	52,578	$4.0M
Robertson Stephens Wealth Management, LLC	0.11%	Reduce -4.8%	52,532	$4.0M
McHugh Group, LLC	2.41%	Add +9.7%	52,520	$4.0M
Federation des caisses Desjardins du Quebec	0.01%	Add +10.8%	52,515	$4.0M
HF Advisory Group, LLC	1.37%	Reduce -0.1%	52,460	$4.0M
Emergent Wealth Advisors, LLC	2.33%	Add +1.9%	51,441	$3.9M
MN Wealth Advisors, LLC	1.91%	Add +20.5%	51,335	$3.9M
Acorn Financial Advisory Services Inc.	0.54%	Reduce -44.2%	51,153	$3.9M
Palatine Hill Wealth Management, LLC	3.41%	Reduce -0.3%	51,105	$3.9M
Balentine LLC	0.16%	Reduce -0.4%	51,067	$3.9M
Trek Financial, LLC	0.21%	Reduce -2.2%	50,982	$3.9M
Transcend Capital Advisors, LLC	0.31%	Add +16.7%	50,966	$3.9M
Stevens Capital Partners	0.94%	Add +344.5%	50,962	$3.9M
Synergy Investment Management, LLC	1.26%	Reduce -1.8%	50,386	$3.9M
Roan Capital Partners	3.54%	—	49,995	$3.8M
Vectors Research Management, LLC	1.12%	Reduce -17.8%	49,905	$3.8M
McNamara Financial Services, Inc.	0.72%	Reduce -0.2%	49,748	$3.8M
GRIMES & Co WEALTH MANAGEMENT, LLC	0.11%	Reduce -3.0%	49,672	$3.8M
ACT Advisors, LLC.	1.61%	Reduce -2.7%	49,543	$3.8M
Catalyst Private Wealth, LLC	2.05%	No change	49,489	$3.8M
MSH Capital Advisors LLC	0.80%	Add +4.0%	49,405	$3.8M
Beacon Financial Group	0.38%	Add +6.3%	49,260	$3.8M
SHUTTLEWORTH & Co	3.40%	Add +3.1%	49,156	$3.8M
LifeWealth Investments, LLC	1.12%	Reduce -18.4%	49,080	$3.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.00%	New	48,667	$3.7M
Wedbush Securities Inc.	0.11%	Add +19.7%	48,636	$3.7M
Heritage Family Offices, LLP	1.65%	Add +57.0%	48,567	$3.7M
HWG Holdings LP	0.98%	Add +8.2%	48,521	$3.7M
Cassilly Financial Group LLC	3.21%	Add +0.4%	48,371	$3.7M
First Trust Advisors LP	0.00%	Add +7.1%	48,019	$3.7M
Dakota Wealth Management	0.08%	Add +4.9%	48,014	$3.7M
Avantax Planning Partners, Inc.	0.10%	Add +6.7%	47,968	$3.7M
Parkway Wealth Management Group, LLC	0.46%	Add +15.7%	45,852	$3.7M
Creative Financial Designs Inc.	0.22%	Add +12.3%	47,927	$3.7M
Stratos Investment Management, LLC	0.15%	Add +36.0%	47,854	$3.7M
Sanchez Gaunt Capital Management, LLC	2.28%	—	47,795	$3.7M
International Private Wealth Advisors LLC	2.23%	Add +13.3%	47,633	$3.6M
Oregon Pacific Wealth Management, LLC	3.76%	Reduce -12.8%	47,068	$3.6M
MBM Wealth Consultants, LLC	0.82%	Add +2.0%	46,908	$3.6M
Apella Capital, LLC	0.05%	Add +4.3%	42,774	$3.6M
Oppenheimer Asset Management Inc.	0.04%	Add +41.2%	46,365	$3.5M
Asempa Wealth Advisors	3.08%	Add +10.2%	45,850	$3.5M
Americana Partners, LLC	0.09%	Reduce -93.7%	45,891	$3.5M
Integrity Wealth Advisors, Inc.	2.10%	Add +94.2%	45,798	$3.5M
Triton Financial Group Inc	6.10%	Add +100.5%	44,626	$3.5M
Bluestem Financial Advisors, LLC	1.35%	Reduce -8.5%	45,573	$3.5M
TD Capital Management LLC	0.31%	Add +168.7%	45,546	$3.5M
Ameritas Advisory Services, LLC	0.14%	Add +3.4%	45,511	$3.5M
NewEdge Wealth, LLC	0.04%	Add +54.1%	45,388	$3.5M
Centennial Advisors, LLC	4.40%	Reduce -0.3%	45,183	$3.5M
Cercano Management LLC	0.15%	No change	45,151	$3.5M
Gilbert & Cook, Inc.	0.44%	Add +8.7%	44,770	$3.4M
Vickerman Investment Advisors, Inc.	0.72%	Add +1.1%	44,737	$3.4M
Insight Advisors, LLC/ PA	0.65%	Add +7.2%	44,722	$3.4M
Fiscal Wisdom Wealth Management, LLC	3.24%	Reduce -4.0%	44,156	$3.4M
Cape Investment Advisory, Inc.	1.12%	Add +17.3%	44,087	$3.4M
Clarity Financial LLC	0.37%	Reduce -3.9%	44,086	$3.4M
New Insight Wealth Advisors	1.19%	Add +2.8%	43,332	$3.3M
Spectrum Strategic Capital Management, LLC	1.77%	Reduce -4.0%	43,081	$3.3M
Wright Wealth LLC	2.17%	Add +25.2%	42,453	$3.2M
Rossby Financial, LCC	0.66%	Add +1086.8%	40,874	$3.2M
CAP Partners, LLC	1.78%	Add +26.1%	41,102	$3.1M
JSF Financial, LLC	0.62%	Add +1.9%	41,050	$3.1M
Wescott Financial Advisory Group, LLC	0.27%	Reduce -7.5%	40,924	$3.1M
Cambient Family Office, LLC	0.44%	No change	40,918	$3.1M
Renasant Bank	2.22%	Add +11.9%	40,905	$3.1M
JDM Financial Group LLC	1.20%	Reduce -0.1%	40,693	$3.1M
Imprint Wealth LLC	14.16%	Add +65.3%	40,529	$3.1M
RMR Wealth Builders	0.24%	Add +0.5%	40,102	$3.1M
Intrepid Financial Planning Group LLC	1.23%	Reduce -0.9%	39,725	$3.0M
Connecticut Wealth Management, LLC	0.13%	Add +14.1%	39,706	$3.0M
Titleist Asset Management, LLC	0.23%	Reduce -1.5%	39,502	$3.0M
ETF Store, Inc.	2.93%	Add +13.7%	39,262	$3.0M
Wagner Wealth Management, Corp	2.66%	Add +51.2%	38,785	$3.0M
Csenge Advisory Group	0.14%	Reduce -2.8%	38,576	$3.0M
United Capital Financial Advisors, LLC	0.02%	Add +314.9%	38,401	$2.9M
PCB Capital LLC	4.61%	Add +11.2%	38,213	$2.9M
USAdvisors Wealth Management, LLC	0.97%	Reduce -2.3%	39,251	$2.9M
Maple Capital Management, Inc.	0.20%	Add +16.3%	38,086	$2.9M
Sei Investments Co.	0.00%	Add +47.8%	37,924	$2.9M
Fortitude Family Office, LLC	0.64%	Reduce -0.7%	37,358	$2.9M
Westover Capital Advisors, LLC	0.52%	Reduce -11.8%	37,191	$2.8M
Novus Advisors, LLC	6.37%	Add +2.8%	37,180	$2.8M
IFC & Insurance Marketing, Inc.	2.97%	Reduce -9.1%	37,178	$2.8M
American Financial Advisors, LLC	0.38%	Add +4.8%	36,919	$2.8M
Vivid Wealth Management, LLC	1.14%	Add +2.5%	36,810	$2.8M
Harbor Group, Inc.	0.41%	Add +93.7%	36,800	$2.8M
MidFirst Bank	0.23%	Reduce -76.8%	36,544	$2.8M
Hofer & Associates. Inc	1.50%	Add +1.1%	36,533	$2.8M
Annex Advisory Services, LLC	0.05%	Reduce -6.9%	35,584	$2.7M
Archer Investment Management, LLC	1.14%	New	35,550	$2.7M
Waterfront Wealth Inc.	0.50%	Add +487.9%	35,403	$2.7M
M Holdings Securities, Inc.	0.18%	Add +16.3%	33,691	$2.7M
Realta Investment Advisors	0.94%	Add +26.8%	35,311	$2.7M
Arista Wealth Management, LLC	0.33%	Reduce -5.2%	35,309	$2.7M
One Capital Management, LLC	0.07%	Add +54.3%	35,262	$2.7M
Private Trust Co. NA	0.24%	Add +2.9%	34,926	$2.7M
Schneider Downs Wealth Management Advisors, LP	0.29%	Reduce -0.7%	34,566	$2.6M
Key Client Fiduciary Advisors, LLC	0.90%	Add +7.7%	34,210	$2.6M
Q3 Asset Management	0.63%	Reduce -8.7%	33,908	$2.6M
Pitti Group Wealth Management, LLC	2.10%	Add +3.2%	33,839	$2.6M
Triumph Capital Management	0.53%	Add +4.2%	33,795	$2.6M
Goodman Financial Corp	0.44%	Reduce -18.8%	33,637	$2.6M
Ascentis Independent Advisors	0.19%	Add +103.9%	33,571	$2.6M
U.S. Capital Wealth Advisors, LLC	0.06%	Add +24.3%	33,563	$2.6M
Corundum Group, Inc.	0.86%	Reduce -14.4%	33,539	$2.6M
Brookwood Investment Group LLC	0.32%	Reduce -16.8%	33,287	$2.5M
Elevation Wealth Management LLC	2.34%	Add +6.1%	33,279	$2.5M
McKinley Carter Wealth Services, Inc.	0.15%	Reduce -51.3%	33,163	$2.5M
Summit Financial Wealth Advisors, LLC	0.36%	Add +7.5%	32,982	$2.5M
C M Bidwell & Associates Ltd.	1.17%	Add +9.0%	32,838	$2.5M
Strategic Financial Concepts, LLC	0.62%	Reduce -7.5%	32,743	$2.5M
Aspen Wealth Strategies, LLC	1.34%	Add +7.4%	32,549	$2.5M
Private Advisory Group LLC	0.17%	Add +74.4%	32,454	$2.5M
Insigneo Advisory Services, LLC	0.18%	Add +22.8%	32,426	$2.5M
American Investment Services, Inc.	0.55%	Reduce -2.3%	32,300	$2.5M
Twin Peaks Wealth Advisors, LLC	0.62%	Add +7.1%	32,132	$2.5M
Sovran Advisors, LLC	0.19%	Reduce -27.8%	28,977	$2.5M
Ieq Capital, LLC	0.01%	Add +1.8%	31,909	$2.4M
Cooper Financial Group	0.25%	Add +72.4%	31,907	$2.4M
Gould Capital, LLC	1.47%	Add +11.2%	31,731	$2.4M
Financial Advisory Partners, LLC	0.69%	Add +9.5%	31,676	$2.4M
Inspire Advisors, LLC	0.20%	Add +240.5%	31,536	$2.4M
SMART Wealth LLC	0.70%	Add +7.6%	31,394	$2.4M
Butensky & Cohen Financial Security, Inc.	0.63%	Add +0.8%	31,376	$2.4M
Integrity Wealth Solutions LLC	0.93%	Add +1.9%	30,989	$2.4M
Strategic Wealth Partners, Ltd.	0.16%	Reduce -3.9%	30,919	$2.4M
Envestnet Portfolio Solutions, Inc.	0.01%	Add +7.0%	30,872	$2.4M
Retirement Planning Group, LLC	0.07%	Reduce -14.5%	30,829	$2.4M
Facet Wealth, Inc.	0.04%	Reduce -5.5%	30,825	$2.4M
Independence Wealth Advisors, LLC	1.26%	Reduce -72.5%	30,780	$2.4M
Potomac Fund Management Inc.	0.08%	New	30,462	$2.3M
Seal Cove Capital, LLC	2.03%	No change	30,288	$2.3M
Arax Advisory Partners	0.07%	Add +536.8%	30,216	$2.3M
Journey Strategic Wealth LLC	0.06%	Add +10.5%	30,041	$2.3M
FWG Investments, LLC.	1.46%	Add +39.8%	29,972	$2.3M
My Personal CFO, LLC	1.00%	Reduce -1.1%	29,718	$2.3M
Pinnacle Family Advisors, LLC	1.07%	Add +6.4%	29,654	$2.3M
LexAurum Advisors, LLC	0.30%	—	29,612	$2.3M
Bleakley Financial Group, LLC	0.04%	Add +15.1%	29,421	$2.3M
Kavar Capital Partners Group, LLC	0.28%	Add +0.0%	29,331	$2.2M
Narus Financial Partners, LLC	0.59%	Add +0.3%	29,297	$2.2M
October Effect Ltd	2.58%	Add +3.7%	29,263	$2.2M
Stonebridge Financial Group, LLC	0.18%	Add +21.8%	29,239	$2.2M
HORAN Wealth, LLC	0.21%	No change	27,646	$2.2M
RDA Financial Network	0.55%	Add +29.7%	28,681	$2.2M
WealthShield Partners, LLC	0.24%	Add +0.4%	28,613	$2.2M
SBI Securities Co., Ltd.	0.06%	Reduce -4.2%	28,569	$2.2M
Cascade Financial Partners, LLC	0.22%	Add +10.3%	28,401	$2.2M
Inscription Capital, LLC	0.22%	Add +540.1%	27,712	$2.1M
Evanson Asset Management, LLC	0.11%	Add +6.1%	27,352	$2.1M
Financial Planning Navigators CORP	0.92%	Add +35.2%	27,339	$2.1M
Rooted Wealth Advisors, Inc.	0.55%	Reduce -1.6%	25,077	$2.1M
Aspen Wealth Management LLC	0.41%	Reduce -0.3%	27,143	$2.1M
Stegent Equity Advisors, Inc.	1.76%	Reduce -2.1%	27,013	$2.1M
Stratos Wealth Advisors, LLC	0.13%	Add +449.7%	26,741	$2.0M
Wealthfront Advisers LLC	0.00%	Add +48.3%	26,707	$2.0M
Koshinski Asset Management, Inc.	0.13%	Add +2.4%	26,695	$2.0M
Prospect Financial Services LLC	1.25%	Add +0.6%	26,692	$2.0M
Red Crane Wealth Management, LLC	1.68%	Add +2.3%	26,660	$2.0M
Barnes Wealth Management Group, Inc	1.03%	Add +5.5%	26,641	$2.0M
Silverlake Wealth Management LLC	0.43%	Reduce -11.4%	26,601	$2.0M
Prosperity Consulting Group, LLC	0.09%	Add +0.2%	26,408	$2.0M
Cerity Partners Retirement Plan Advisors LLC	1.03%	—	26,374	$2.0M
Teamwork Financial Advisors, LLC	0.22%	Reduce -2.9%	26,310	$2.0M
VCI Wealth Management LLC	0.56%	Add +106.0%	26,282	$2.0M
Holistic Financial Partners	0.74%	No change	25,989	$2.0M
TrueWealth Advisors, LLC	0.50%	Reduce -2.6%	25,930	$2.0M
RIA Advisory Group LLC	0.48%	Add +23.8%	25,786	$2.0M
Moors & Cabot, Inc.	0.08%	Add +12.5%	25,675	$2.0M
Frisco Financial Planning LLC	1.62%	Add +1.0%	25,650	$2.0M
Raab & Moskowitz Asset Management LLC	0.44%	Reduce -1.8%	25,567	$2.0M
RFP Financial Group LLC	1.06%	New	25,446	$1.9M
Resurgent Financial Advisors LLC	0.71%	Add +71.3%	25,375	$1.9M
A4 Wealth Advisors LLC	1.61%	Reduce -33.9%	25,371	$1.9M
Investment Management Trust, LLC	1.89%	—	25,370	$1.9M
Access Financial Services, Inc.	0.69%	Add +1.1%	25,367	$1.9M
Root Financial Partners, LLC	0.09%	Add +6.6%	25,360	$1.9M
Fulcrum Capital LLC	0.42%	No change	25,338	$1.9M
Schwallier Wealth Management LLC	1.42%	Reduce -0.9%	25,308	$1.9M
Vista Investment Management	0.65%	Reduce -0.7%	25,200	$1.9M
Medallion Wealth Advisors, LLC	0.62%	Reduce -7.0%	24,960	$1.9M
Norden Group LLC	0.18%	Add +4.3%	24,845	$1.9M
Great Lakes Retirement, Inc.	0.19%	Reduce -8.5%	24,576	$1.9M
Nemes Rush Group LLC	0.18%	Add +33.9%	24,484	$1.9M
Treasure Coast Financial Planning	0.96%	No change	24,411	$1.9M
Exencial Wealth Advisors, LLC	0.06%	Add +0.3%	24,337	$1.9M
Citigroup Inc.	0.00%	Add +71.6%	24,275	$1.9M
Redwood Financial Network Corp	1.21%	Add +1.6%	24,180	$1.9M
Concord Wealth Partners	0.24%	Add +6.6%	24,170	$1.8M
Spirepoint Private Client, LLC	0.18%	Add +3.1%	24,112	$1.8M
Invested Advisors	1.86%	Add +8.3%	24,032	$1.8M
Sig Brokerage, LP	0.52%	No change	24,000	$1.8M
Vanguard Advisers Inc.	0.01%	—	23,988	$1.8M
Investor's Fiduciary Advisor Network, LLC	0.56%	Add +16.2%	23,875	$1.8M
Outlook Wealth Advisors, LLC	0.44%	Add +45.3%	23,850	$1.8M
Sentinel Pension Advisors, LLC	0.27%	Reduce -2.5%	23,842	$1.8M
Shaker Investments LLC	0.83%	Reduce -14.9%	23,762	$1.8M
MFG Wealth Management, Inc.	1.50%	Reduce -2.4%	23,678	$1.8M
Fermata Advisors, LLC	0.41%	Add +3.4%	23,603	$1.8M
Woodmont Investment Counsel LLC	0.11%	Add +6.2%	23,541	$1.8M
Gunpowder Capital Management, LLC dba Oliver Wealth Management	1.36%	Reduce -13.1%	23,473	$1.8M
Sigma Planning Corp	0.05%	Add +0.3%	23,465	$1.8M
Range Advisory, LLC	0.33%	Add +33.6%	23,438	$1.8M
Indivisible Partners	0.16%	Add +11.7%	23,429	$1.8M
Ranch Capital Advisors Inc.	0.65%	Add +3.9%	23,102	$1.8M
CGN Advisors LLC	0.14%	Reduce -3.5%	23,069	$1.8M
Harmony Asset Management LLC	0.54%	Reduce -5.4%	22,985	$1.8M
Foronjy Financial LLC	0.73%	Reduce -3.5%	22,965	$1.8M
Founders Financial Securities LLC	0.10%	Add +10.7%	21,800	$1.7M
Wellington-Altus USA Inc.	1.02%	Reduce -11.4%	19,602	$1.7M
Pinion Investment Advisors, LLC	0.40%	Reduce -7.7%	22,465	$1.7M
Acorn Wealth Advisors, LLC	0.50%	Add +7.9%	22,308	$1.7M
Town Capital LLC	1.38%	Add +3.8%	22,303	$1.7M
EverSource Wealth Advisors, LLC	0.05%	Reduce -4.0%	22,240	$1.7M
APS Management Group, Inc.	1.45%	Add +1.1%	22,199	$1.7M
Whittier Trust Co.	0.02%	No change	21,811	$1.7M
Concord Asset Management, LLC	0.28%	Add +7.2%	21,447	$1.6M
LBMC Investment Advisors, LLC	0.10%	Add +0.1%	21,177	$1.6M
Prosperity Financial Group, Inc.	0.60%	Add +3.9%	21,071	$1.6M
Secure Asset Management, LLC	0.26%	Reduce -11.4%	21,033	$1.6M
Landmark Wealth Management, LLC	0.43%	Add +19.3%	20,835	$1.6M
Wealthgarden F.S. LLC	1.08%	Add +45.8%	20,760	$1.6M
Collier Financial	1.21%	Reduce -2.2%	20,684	$1.6M
Wealth Group Ltd	0.36%	Add +5.8%	20,401	$1.6M
Legacy Edge Advisors, LLC	0.16%	Add +14.4%	20,329	$1.6M
Wilkins Miller Wealth Management, LLC	0.94%	Add +0.8%	20,269	$1.6M
Hartford Financial Management Inc.	0.39%	Add +4.6%	20,106	$1.5M
Empirical Asset Management, LLC	0.41%	Add +112.9%	20,448	$1.5M
GoalVest Advisory LLC	0.30%	Reduce -0.1%	20,093	$1.5M
Omnitrust Wealth Management, Inc	1.97%	Add +2.5%	19,908	$1.5M
ZEGA Investments, LLC	0.29%	Add +0.5%	19,718	$1.5M
Richard W. Paul & Associates, LLC	0.51%	Reduce -0.6%	19,668	$1.5M
Mission Wealth Management, LP	0.03%	Reduce -61.1%	19,545	$1.5M
Keystone Wealth Services, LLC	0.32%	New	19,404	$1.5M
Stirlingshire Investments, Inc.	1.30%	Reduce -1.8%	19,329	$1.5M
United Advisor Group, LLC	0.18%	Reduce -2.3%	19,231	$1.5M
Endurance Services Ltd	0.25%	New	19,200	$1.5M
Albion Financial Group	0.09%	Reduce -80.6%	19,135	$1.5M
Smith, Moore & Co.	0.11%	Add +0.4%	19,132	$1.5M
Trivant Custom Portfolio Group, LLC	0.80%	Add +29.6%	19,063	$1.5M
Storen Legacy Partners, LLC	0.46%	Add +12.3%	19,029	$1.5M
Caliber Wealth Management, LLC / KS	0.16%	Add +37.4%	18,948	$1.5M
Fulcrum Equity Management	1.40%	Add +27.3%	18,789	$1.4M
Brighton Jones LLC	0.03%	New	18,755	$1.4M
Watershed Private Wealth LLC	0.44%	Reduce -3.1%	18,624	$1.4M
Redhawk Wealth Advisors, Inc.	0.16%	Reduce -0.4%	18,482	$1.4M
Cullen Investment Group, LTD.	0.19%	Add +93.4%	18,376	$1.4M
Anchor Investment Management, LLC	0.12%	Add +0.1%	18,295	$1.4M
Souders Financial Advisors	0.16%	Add +76.8%	18,259	$1.4M
Quest 10 Wealth Builders, Inc.	1.22%	Add +5.4%	18,235	$1.4M
Mendel Money Management	0.58%	Add +49.7%	18,210	$1.4M
Orin Green Financial, LLC	0.56%	Reduce -2.0%	17,994	$1.4M
Peck Wealth Management, LLC	1.37%	Reduce -1.2%	17,863	$1.4M
Impact Partnership Wealth, LLC	0.17%	Add +60.6%	17,855	$1.4M
Corsicana & Co.	0.86%	Reduce -30.6%	20,655	$1.4M
Kestra Private Wealth Services, LLC	0.02%	Add +21.9%	17,680	$1.4M
Bensler, LLC	0.14%	Reduce -1.7%	17,643	$1.4M
Ciovacco Capital Management LLC	0.79%	Reduce -76.7%	17,617	$1.3M
Blue Jean Financial LLC	1.11%	Add +3.6%	17,588	$1.3M
Resonant Capital Advisors, LLC	0.07%	No change	17,515	$1.3M
Kathmere Capital Management, LLC	0.08%	Reduce -1.3%	17,401	$1.3M
WealthPlan Investment Management, LLC	0.07%	Add +29.7%	17,357	$1.3M
FSA Advisors, Inc.	0.87%	Add +5.3%	17,228	$1.3M
Ritter Daniher Financial Advisory LLC / DE	0.22%	Add +618.0%	17,210	$1.3M
Axiom Financial Strategies, LLC	0.46%	Add +2.0%	17,087	$1.3M
tru Independence LLC	0.64%	Add +15.3%	17,000	$1.3M
Advisor Resource Council	0.51%	Reduce -23.0%	16,953	$1.3M
Accurate Wealth Management, LLC	0.16%	Add +26.3%	16,166	$1.3M
Hutchens & Kramer Investment Management Group, LLC	0.41%	Add +2.3%	16,882	$1.3M
BankPlus Trust Department	0.34%	Reduce -19.0%	16,818	$1.3M
Alteri Wealth LLC	0.42%	New	16,797	$1.3M
Spire Wealth Management	0.04%	Add +39.2%	16,728	$1.3M
Jaffetilchin Investment Partners, LLC	0.08%	Add +1.1%	16,608	$1.3M
Flagship Private Wealth, LLC	0.51%	Add +38.8%	16,542	$1.3M
Simplex Trading, LLC	0.04%	New	16,469	$1.3M
W.H. Cornerstone Investments Inc.	0.79%	Reduce -0.6%	16,469	$1.3M
Thompson Davis & Co., Inc.	0.84%	Reduce -5.7%	16,450	$1.3M
Millennium Capital Advisors, LLC	0.77%	Add +0.6%	16,313	$1.2M
PKS Advisory Services, LLC	0.29%	Reduce -4.3%	16,100	$1.2M
Pinnacle Financial Partners, Inc.	0.01%	Add +65.6%	16,154	$1.2M
Cherry Tree Wealth Management, LLC	0.26%	No change	16,125	$1.2M
Mosaic Advisors LLC	1.85%	New	14,631	$1.2M
Alamar Capital Management, LLC	0.75%	Reduce -1.8%	16,038	$1.2M
Capital Advisors, Ltd. LLC	0.14%	Add +31.1%	15,934	$1.2M
Lloyd Advisory Services, LLC.	0.35%	Reduce -95.0%	15,889	$1.2M
Kingdom Financial Group LLC.	0.35%	Add +12.8%	15,889	$1.2M
Ayalon Insurance Comp Ltd.	0.24%	No change	15,660	$1.2M
Virtue Capital Management, LLC	0.18%	Add +7.1%	15,983	$1.2M
SageView Advisory Group, LLC	0.04%	Add +272.0%	15,415	$1.2M
QRG Capital Management, Inc.	0.01%	Reduce -2.3%	15,381	$1.2M
Retirement Planning Co of New England, Inc.	0.48%	Add +13.1%	15,348	$1.2M
TLWM	0.21%	Add +4.3%	15,271	$1.2M
Quadcap Wealth Management, LLC	0.13%	Add +0.4%	15,208	$1.2M
Caitlin John, LLC	0.70%	Reduce -22.3%	15,205	$1.2M
Serenus Wealth Advisors, LLC	0.23%	No change	15,152	$1.2M
AssuredPartners Investment Advisors, LLC	0.13%	Add +55.4%	14,952	$1.2M
Summit Investment Advisory Services, LLC	0.43%	Reduce -2.2%	15,120	$1.2M
MAI Capital Management	0.01%	Reduce -15.2%	15,116	$1.2M
Financial Management Network Inc.	0.18%	Reduce -0.0%	14,376	$1.2M
Gotham Asset Management	0.00%	No change	14,937	$1.1M
WealthCare Investment Partners, LLC	0.32%	Reduce -0.5%	14,707	$1.1M
Sax Wealth Advisors, LLC	0.06%	Reduce -9.1%	14,171	$1.1M
Signet Financial Management, LLC	0.13%	No change	14,786	$1.1M
BlueChip Wealth Advisors LLC	0.49%	Add +103.2%	14,666	$1.1M
Onyx Bridge Wealth Group LLC	0.12%	Reduce -1.4%	14,605	$1.1M
Cornerstone Planning Group LLC	0.15%	Add +391.6%	13,086	$1.1M
LOM Asset Management Ltd	0.32%	No change	14,500	$1.1M
Whelan Financial	0.34%	No change	14,484	$1.1M
Voisard Asset Management Group, Inc.	0.23%	Reduce -1.1%	14,382	$1.1M
Gallagher Fiduciary Advisors, LLC	0.04%	Add +18.5%	14,352	$1.1M
Fingerlakes Wealth Management, Inc.	0.73%	Reduce -2.6%	14,345	$1.1M
Beacon Capital Management, LLC	0.19%	New	14,235	$1.1M
Strong Retirement Solutions LLC	0.76%	Add +26.1%	14,086	$1.1M
Nicholas Wealth, LLC.	0.74%	Reduce -2.2%	14,081	$1.1M
360 Financial, Inc.	0.32%	Reduce -16.8%	14,047	$1.1M
Professional Financial Advisors, LLC	0.22%	Reduce -11.9%	14,042	$1.1M
Embree Financial Group	0.13%	Add +1.1%	14,040	$1.1M
Orographic Financial Advisors, LLC	0.76%	—	14,014	$1.1M
Metis Global Partners, LLC	0.03%	Reduce -45.9%	13,872	$1.1M
MBE Wealth Management, LLC	0.44%	Add +1.9%	13,852	$1.1M
Estate Counselors, LLC	0.09%	Add +4.6%	13,814	$1.1M
Sharkey, Howes & Javer	0.14%	Add +36.4%	13,782	$1.1M
Cardiff Park Advisors, LLC	0.08%	Add +0.6%	13,660	$1.0M
Visionary Wealth Advisors	0.05%	New	13,623	$1.0M
4WEALTH Advisors, Inc.	0.89%	Reduce -1.0%	13,964	$1.0M
New England Asset Management Inc.	0.13%	No change	13,330	$1.0M
AMJ Financial Wealth Management	0.24%	Add +1.6%	13,305	$1.0M
Asset One Wealth Management LLC	0.11%	Add +2.7%	12,280	$1.0M
Seeds Investor LLC	0.14%	Reduce -18.5%	12,398	$1.0M
LongView Wealth Management	0.25%	Add +11.2%	12,345	$1.0M
Liberty Wealth Management LLC	0.13%	Add +2.7%	13,168	$1.0M
Exit Wealth Advisors, LLC.	0.52%	Add +24.7%	13,128	$1.0M
Summit Financial Consulting LLC	0.72%	Add +0.6%	13,074	$1.0M
Verdence Capital Advisors LLC	0.06%	Reduce -32.0%	13,067	$1.0M
Signature Wealth Management Group	0.38%	New	13,033	$998K
Fiduciary Financial Group, LLC	0.13%	Add +5.5%	13,030	$997K
XTX Topco Ltd	0.02%	New	12,991	$994K
Mason Investment Advisory Services, Inc.	0.05%	No change	12,988	$994K
Global Endowment Management, LP	0.11%	Add +10.1%	12,914	$988K
Selby Wealth Management, LLC	0.39%	Add +215.0%	12,890	$987K
World Equity Group, Inc.	0.25%	Add +15.3%	12,826	$982K
Breachway Investments LLC	0.94%	Add +54.9%	16,339	$980K
PCA Investment Advisory Services Inc.	0.33%	Add +9.6%	12,733	$975K
Community Bank, N.A.	0.12%	Reduce -2.0%	12,727	$974K
Tiaa-Cref Individual & Institutional Services, LLC	0.00%	—	12,549	$961K
Allworth Financial LP	0.00%	Add +9.0%	12,548	$960K
Leigh Baldwin & Co., LLC	0.62%	Reduce -8.2%	12,539	$960K
Jacobson & Schmitt Advisors, LLC	0.17%	Reduce -3.8%	12,500	$957K
Emerald Advisors, LLC	0.12%	Reduce -2.7%	12,229	$936K
Stewardship Advisors, LLC	0.21%	Add +15.8%	12,197	$934K
Orgel Wealth Management, LLC	0.02%	Add +74.9%	12,185	$933K
Confluence Wealth Services, Inc.	0.04%	Reduce -7.6%	12,184	$933K
Athena Wealth Management, LLC	0.76%	Reduce -2.1%	12,181	$932K
G&S Capital LLC	0.33%	Add +5.1%	12,105	$926K
Schorn Wealth LLC	0.28%	Add +0.1%	12,066	$924K
Five Oceans Advisors	0.33%	Add +7.1%	11,982	$917K
Invst, LLC	0.10%	Add +4.4%	11,959	$915K
Beckerman Institutional, LLC	0.49%	No change	11,958	$915K
McMill Wealth Management	0.24%	Reduce -96.8%	9,565	$905K
Baker Tilly Wealth Management, LLC	0.22%	Add +0.2%	11,804	$903K
Smith Asset Management Co., LLC	0.78%	Add +7.5%	11,801	$903K
Clearstead Advisors, LLC	0.01%	Reduce -4.5%	11,770	$901K
Next Level Wealth Planning, LLC	0.46%	Add +0.5%	11,696	$895K
Rockwood Wealth Management, LLC	0.06%	Reduce -1.6%	11,688	$895K
Twin Focus Capital Partners, LLC	0.10%	No change	11,650	$892K
Vantage Investment Partners, LLC	0.06%	No change	11,641	$891K
PlanVest Financial, Inc	0.67%	—	11,554	$884K
TD Waterhouse Canada Inc.	0.00%	Reduce -7.3%	11,403	$879K
Pacific Excel Wealth Advisors, Inc.	0.92%	Add +10.8%	11,458	$877K
Midwest Financial Network, LLC	0.69%	Add +84.5%	11,423	$874K
Transce3nd, LLC	7.73%	Reduce -4.3%	11,379	$871K
Troutman Wealth Management, LLC	0.72%	Reduce -4.2%	11,326	$867K
Carmel Capital Partners, LLC	0.31%	Add +78.0%	11,320	$866K
Avior Wealth Management, LLC	0.02%	Reduce -11.3%	11,307	$865K
Blue Edge Capital, LLC	0.11%	Add +28.5%	11,305	$865K
Sfm, LLC	0.52%	Reduce -60.8%	11,249	$861K
Ethic Inc.	0.01%	New	11,239	$860K
POM Investment Strategies, LLC	1.07%	Reduce -96.6%	11,225	$859K
Delta Wealth Advisors LLC	0.65%	Reduce -67.7%	11,201	$857K
Lockerman Financial Group, Inc.	1.54%	Add +1.5%	11,150	$853K
StoneX Group Inc.	0.05%	Add +24.1%	11,112	$851K
Chemistry Wealth Management LLC	0.15%	Reduce -1.2%	11,096	$849K
Deutsche Bank AG	0.00%	Reduce -19.0%	11,094	$849K
Obsidian Cio, LLC	0.76%	Add +196.3%	11,070	$847K
Evernest Financial Advisors, LLC	0.17%	No change	10,000	$842K
FLP Wealth Management, LLC	1.73%	New	10,974	$840K
EJMK Ventures LLC	0.47%	Reduce -44.7%	10,949	$838K
Perspective Wealth Advisors LLC	0.54%	Reduce -2.7%	10,917	$836K
Crew Capital Management, Ltd	0.55%	Reduce -1.2%	10,734	$822K
Copley Financial Group, Inc.	0.49%	Reduce -3.5%	10,661	$816K
Kelsey Financial, LLC	0.71%	Add +0.4%	10,643	$815K
Commerce Bank	0.00%	Add +39.7%	10,641	$814K
Vermillion & White Wealth Management Group, LLC	0.47%	Reduce -0.9%	10,637	$814K
Capital Investment Advisors, LLC	0.01%	Reduce -0.7%	10,618	$813K
Key Financial Inc	0.14%	Add +5.7%	10,560	$808K
Stokes Family Office, LLC	0.08%	Reduce -2.6%	10,555	$808K
Integrity Wealth Partners, LLC	0.72%	—	10,516	$805K
Taylor Securities Services, Inc.	0.38%	No change	10,500	$804K
Reliant Investment Partners, LLC	0.67%	No change	10,494	$803K
MJT & Associates Financial Advisory Group, Inc.	0.59%	No change	10,452	$800K
Wall Street Financial Group, Inc.	0.47%	Add +53.6%	10,452	$800K
Signature Estate & Investment Advisors LLC	0.02%	Add +38.9%	10,422	$798K
DGS Capital Management, LLC	0.13%	Add +97.0%	10,412	$797K
Brooklyn FI, LLC	0.17%	Add +0.7%	10,391	$795K
Roman Butler Fullerton & Co.	0.22%	Reduce -2.9%	9,975	$794K
Laurel Wealth Advisors LLC	0.08%	Reduce -1.5%	9,056	$786K
Riggs Asset Managment Co. Inc.	0.16%	Add +1.2%	10,239	$784K
Johnson Investment Counsel Inc.	0.01%	Add +0.4%	10,235	$783K
Fiduciary Financial Advisors	0.70%	—	10,186	$780K
Berger Financial Group, Inc	0.04%	Add +2.2%	10,156	$777K
Strategic Investment Advisors / MI	0.05%	Add +11.2%	10,117	$774K
Legacy Capital Wealth Partners, LLC	0.16%	Reduce -20.9%	10,109	$774K
Hemenway Trust Co LLC	0.06%	No change	10,085	$772K
Coordinated Financial Services, Inc.	0.45%	Add +0.2%	9,990	$765K
McLaughlin Asset Management, Inc.	0.73%	Add +37.0%	9,979	$764K
Lane Brothers & Co. Inc.	0.55%	Reduce -4.7%	9,917	$759K
Donaldson Capital Management, LLC	0.02%	Reduce -15.6%	9,894	$757K
Certified Advisory Corp	0.07%	Add +127.4%	9,888	$757K
Bessemer Group Inc.	0.00%	Add +13623.6%	9,881	$756K
D.A. Davidson & Co.	0.00%	Reduce -7.0%	9,851	$754K
Galvin, Gaustad & Stein, LLC	0.06%	Reduce -79.2%	9,851	$754K
Defined Wealth Management, LLC	0.44%	Add +10.5%	9,845	$754K
American Money Management, LLC	0.12%	Reduce -1.8%	9,833	$753K
Hughes Financial Services, LLC	0.12%	Add +2.4%	9,832	$753K
Atlantic Union Bankshares Corp	0.01%	Reduce -4.8%	9,770	$748K
Investments & Financial Planning, LLC	0.41%	Reduce -5.6%	9,752	$746K
Rwa Wealth Partners, LLC	0.01%	Reduce -68.3%	9,720	$744K
Fortis Capital Advisors, LLC	0.10%	Reduce -38.3%	9,704	$743K
Signal Tree Financial Partners LLC	0.56%	Reduce -8.6%	9,686	$741K
Simon Quick Advisors, LLC	0.03%	Reduce -7.2%	9,657	$739K
Trilogy Capital Inc.	0.03%	Reduce -0.5%	9,647	$738K
KPP Advisory Services LLC	0.11%	Reduce -8.7%	9,625	$737K
Targeted Financial Services LLC	0.60%	Add +63.3%	9,594	$734K
Global X Japan Co., Ltd.	0.04%	New	9,518	$729K
Regimen Wealth, LLC	0.21%	Add +1.1%	9,471	$727K
Liberty Atlantic Advisors LLC	0.62%	Reduce -16.0%	9,462	$724K
FreeGulliver LLC	0.30%	Reduce -15.2%	9,437	$722K
High Note Wealth, LLC	0.14%	Add +2.3%	9,414	$721K
Summit Global Investments	0.04%	Reduce -43.3%	9,251	$708K
Mission Creek Capital Partners, Inc.	0.14%	Add +2.9%	9,247	$708K
Arlington Trust Co LLC	0.06%	No change	9,245	$708K
Optimist Retirement Group LLC	0.31%	Add +0.1%	9,255	$707K
Pioneer Family Office, LLC	0.50%	Add +45.0%	9,225	$706K
SteelPeak Wealth, LLC	0.02%	Reduce -0.2%	9,157	$701K
Sankala Group LLC	0.57%	No change	9,288	$700K
Kestra Investment Management, LLC	0.01%	Add +2.8%	9,123	$698K
Consolidated Capital Management, LLC	0.22%	New	9,089	$696K
Drucker Wealth 3.0, LLC	0.12%	Add +49.7%	9,063	$694K
Wellment Financial	0.86%	Add +36.4%	9,040	$692K
Asio Capital, LLC	0.10%	New	9,014	$690K
Orion Capital Management LLC	0.24%	Add +209.1%	9,007	$689K
Cranbrook Wealth Management, LLC	0.14%	Add +0.9%	8,995	$689K
Summit Financial Strategies, Inc.	0.05%	Reduce -1.8%	8,986	$688K
SeaCrest Wealth Management, LLC	0.07%	New	8,894	$681K
RB Capital Management, LLC	0.15%	Add +15.6%	8,837	$676K
Chris Bulman Inc	0.30%	Reduce -9.2%	8,832	$676K
First Nebraska Trust Co	0.06%	New	8,813	$675K
Boothbay Fund Management, LLC	0.02%	Add +27.5%	8,800	$674K
Three Seasons Wealth, LLC	0.26%	Add +19.2%	8,782	$672K
Corrado Advisors, LLC	0.35%	Reduce -10.9%	8,764	$671K
Altrius Capital Management Inc	0.13%	Add +8.1%	8,753	$670K
Capital Planning Advisors, LLC	0.10%	Reduce -0.5%	8,745	$669K
Gross & Hartman Investments LLC	0.35%	Reduce -0.2%	8,723	$668K
Urban Wealth Management, LLC	0.68%	Reduce -45.8%	8,632	$661K
Vontobel Holding Ltd.	0.00%	Add +45.9%	8,567	$656K
Raleigh Capital Management Inc.	0.22%	Add +9.5%	8,418	$644K
Key Capital Management, INC	0.43%	Add +4938.3%	8,414	$644K
Expressive Wealth LLC	0.61%	Reduce -1.3%	7,451	$644K
Wedmont Private Capital	0.02%	Add +11.2%	8,080	$643K
Destiny Capital Corp	0.34%	Reduce -19.6%	8,392	$642K
Premier Private Wealth Management LLC	0.67%	Reduce -78.2%	8,336	$638K
Southland Equity Partners LLC	0.12%	Add +21.4%	8,207	$628K
Plante Moran Financial Advisors, LLC	0.04%	Add +2.4%	8,193	$627K
Mach-1 Financial Group, LLC	0.22%	Add +4.0%	8,167	$625K
Two West Capital Advisors LLC	0.33%	Add +65.3%	7,394	$619K
HBW Advisory Services LLC	0.07%	Add +23.0%	8,055	$617K
Keybank National Association	0.00%	Reduce -0.2%	8,041	$615K
Acropolis Investment Management, LLC	0.03%	Add +0.0%	7,983	$611K
Jacobi Capital Management LLC	0.03%	Add +7.8%	7,918	$606K
Precision Wealth Strategies, LLC	0.20%	Reduce -2.3%	7,915	$606K
Magnolia Private Wealth, LLC	0.40%	Add +24.8%	7,857	$601K
Abundance Wealth Counselors	0.09%	Add +0.0%	7,754	$593K
Sovereign Financial Group, Inc.	0.10%	Add +0.4%	7,674	$587K
Aspiriant, LLC	0.02%	Reduce -9.2%	7,647	$585K
Protective Life Corp.	1.95%	New	7,646	$585K
Unify Financial Advisors	0.61%	Add +55.0%	7,644	$585K
Cypress Financial Planning LLC	0.16%	Add +5.6%	7,571	$579K
Laurel Wealth Planning LLC	0.31%	Reduce -5.2%	7,564	$579K
Opulen Financial Group LLC	0.41%	Add +0.3%	7,540	$577K
Waterway Wealth Management, LLC	0.13%	Add +18.9%	7,471	$572K
Jefferies Financial Group Inc.	0.01%	Add +2.8%	7,448	$570K
Lavaca Capital LLC	0.10%	Add +1.2%	7,382	$565K
PFG Private Wealth Management, LLC	0.24%	Reduce -2.2%	7,382	$565K
Manske Wealth Management	0.16%	No change	7,348	$562K
Claro Advisors Inc.	0.07%	Add +59.5%	7,341	$562K
Legacy Financial Group LLC	0.07%	Add +2.8%	7,336	$562K
Kovack Advisors, Inc.	0.03%	Reduce -20.9%	7,295	$561K
Accredited Investors Inc.	0.03%	Reduce -1.7%	7,313	$560K
Asset Dedication, LLC	0.04%	Reduce -15.2%	7,225	$553K
Presper Financial Architects, LLC	0.33%	Reduce -7.7%	7,148	$547K
Nikulski Financial, Inc.	0.13%	Reduce -10.4%	7,106	$544K
Barnes Dennig Private Wealth Management LLC	0.54%	Add +188.8%	7,078	$542K
Threadgill Financial, LLC	0.16%	Add +0.2%	7,077	$542K
Fisher Asset Management	0.00%	Add +24.1%	7,048	$540K
Forvis Mazars Wealth Advisors, LLC	0.01%	Reduce -30.6%	7,039	$539K
M&T Bank Corp	0.00%	Add +6.2%	7,034	$538K
Provident Wealth Management, LLC	0.16%	Add +3.8%	7,027	$538K
Curbstone Financial Management Corp	0.10%	No change	7,000	$536K
Portland Financial Advisors Inc	1.11%	No change	6,971	$534K
Edgestream Partners, L.P.	0.02%	Reduce -77.5%	6,955	$532K
Shira Ridge Wealth Management	0.21%	Add +14.6%	6,917	$529K
Palisade Capital Management, LP	0.02%	New	6,866	$526K
Pacific Financial Group Inc.	0.28%	New	6,836	$523K
Relyea Zuckerberg Hanson LLC	0.05%	Add +4.6%	6,819	$522K
Beta Wealth Group, Inc.	0.21%	Reduce -18.1%	6,730	$515K
Paladin Advisory Group, LLC	0.39%	Reduce -3.8%	6,722	$515K
Advisors Capital Management, LLC	0.01%	Reduce -2.7%	6,445	$493K
Summit Wealth Group LLC / Co.	0.05%	New	6,425	$492K
Wayfinding Financial, LLC	0.21%	Reduce -4.4%	6,314	$483K
Peak Financial Advisors LLC	0.21%	Reduce -76.0%	6,309	$483K
Joel Adams & Associates, Inc.	0.36%	Add +0.3%	6,290	$481K
First National Bank of Omaha	0.01%	No change	6,412	$477K
Main Street Financial Solutions, LLC	0.03%	Add +124.5%	6,211	$475K
Meeder Advisory Services, Inc.	0.02%	Reduce -31.0%	6,198	$474K
Lantern Wealth Advisors, LLC	0.24%	Add +1.1%	6,188	$474K
Northstar Group, Inc.	0.07%	No change	6,175	$473K
Retirement Management Systems Inc.	0.11%	Add +37.9%	6,163	$472K
FLC Capital Advisors	0.09%	No change	6,151	$471K
Destiny Wealth Partners, LLC	0.05%	No change	6,134	$469K
CPC Advisors, LLC	0.08%	No change	6,112	$468K
Trust Co of the South	0.07%	No change	6,079	$465K
Sonoma Allocations LLC	0.16%	Add +2.9%	5,981	$463K
MJP Associates Inc.	0.06%	Reduce -0.1%	6,045	$463K
Magnolia Capital Advisors LLC	0.09%	Add +40.5%	6,029	$461K
Bernardo Wealth Planning LLC	0.09%	Add +18.3%	6,016	$460K
Fifth Third Wealth Advisors LLC	0.02%	Add +32.5%	6,014	$460K
Ironwood Financial, llc	0.08%	No change	5,982	$458K
Flower City Capital	0.23%	Reduce -2.0%	5,974	$457K
Tarbox Family Office, Inc.	0.07%	Add +44.2%	5,971	$457K
Graetz Wealth LLC	0.41%	Reduce -8.8%	5,953	$456K
Stephens Inc.	0.01%	Reduce -72.8%	5,920	$453K
Wilson & Boucher Capital Management, LLC	0.30%	No change	5,900	$452K
Wealth Watch Advisors, INC	0.19%	Add +568.7%	5,898	$451K
Financial Life Planners	0.34%	Add +0.2%	5,879	$450K
Councilor Wealth, LLC	0.22%	Add +0.1%	5,872	$449K
Fiduciary Group, LLC	0.04%	Add +44.8%	5,846	$447K
Thoroughbred Financial Services, LLC	0.03%	Add +4.9%	5,851	$447K
William Mack & Associates, Inc.	0.25%	Reduce -44.9%	5,727	$438K
Catalyst Financial Partners LLC	0.05%	Add +23.3%	5,723	$438K
Potentia Wealth	0.17%	New	5,713	$437K
MY Wealth Management Inc.	0.42%	Add +5.5%	6,648	$437K
Leverty Financial Group, LLC	0.10%	Reduce -10.3%	5,710	$437K
Moody National Bank Trust Division	0.04%	No change	5,627	$431K
Prosperitas Financial LLC	0.16%	New	5,600	$429K
B. Riley Wealth Advisors, Inc.	0.03%	Reduce -1.6%	5,755	$428K
TPG Financial Advisors, LLC	0.14%	No change	5,575	$427K
Bright Futures Wealth Management, LLC.	0.29%	Reduce -0.4%	5,549	$425K
CWA Asset Management Group, LLC	0.01%	Reduce -1.3%	5,539	$424K
Canvas Wealth Advisors, LLC	0.07%	Add +8.0%	5,502	$421K
Ruggiero Investments, Inc.	0.41%	New	5,493	$420K
Strategic Family Wealth Counselors, L.L.C.	0.11%	New	5,485	$420K
Westside Investment Management, Inc.	0.06%	Reduce -1.6%	5,458	$419K
HB Wealth Management, LLC	0.00%	Reduce -3.0%	5,428	$416K
Visionary Horizons, LLC	0.20%	Reduce -14.6%	5,412	$414K
Macroview Investment Management LLC	0.29%	Add +0.0%	5,403	$414K
Conservest Capital Advisors, Inc.	0.04%	Add +8.4%	5,392	$413K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.01%	Add +38.7%	5,347	$409K
Vestia Personal Wealth Advisors	0.19%	Reduce -4.9%	80,823	$408K
Laraway Financial Advisors Inc	0.29%	Add +5.7%	5,330	$408K
NorthCoast Asset Management LLC	0.01%	Add +27.6%	5,306	$406K
Madison Wealth Partners, Inc	0.06%	New	5,307	$406K
Approach Retirement Advisors, LLC	0.34%	No change	5,305	$406K
WealthBridge Capital Management, LLC	0.09%	New	5,290	$405K
Colonial River Investments, LLC	0.14%	Reduce -5.3%	5,265	$403K
Deane Retirement Strategies, Inc.	0.16%	Reduce -55.2%	5,224	$400K
Hardy Reed LLC	0.03%	No change	5,177	$396K
Patten Group, Inc.	0.07%	Reduce -1.5%	5,176	$396K
Traveka Wealth, LLC	0.15%	No change	5,134	$393K
Hoey Investments, Inc.	0.06%	New	5,119	$392K
Castleview Partners, LLC	0.20%	Add +61.4%	5,118	$392K
3EDGE Asset Management, LP	0.02%	Add +1.9%	5,096	$390K
Allspring Global Investments Holdings, LLC	0.00%	New	5,040	$389K
Fourpath Capital Management, LLC	0.06%	Reduce -21.6%	5,073	$388K
Buska Wealth Management, LLC	0.16%	Add +0.4%	5,044	$386K
Romano Brothers and Company	0.04%	No change	5,042	$386K
Milestone Asset Management, LLC	0.07%	Add +8.1%	5,006	$383K
Diligent Investors, LLC	0.09%	No change	5,000	$383K
Santori & Peters, Inc.	0.12%	No change	4,984	$381K
Mystic Asset Management, Inc.	0.09%	Add +13.5%	4,966	$380K
Greenup Street Wealth Management LLC	0.05%	Add +70.7%	4,960	$380K
Western Financial Corp	0.15%	Add +23.3%	4,955	$379K
Abner Herrman & Brock LLC	0.04%	No change	4,950	$379K
Synergy Asset Management, LLC	0.04%	Reduce -33.5%	4,903	$375K
Heartwood Wealth Advisors LLC	0.03%	No change	4,876	$373K
Lodestar Private Asset Management LLC	0.04%	No change	4,847	$371K
Networth Advisors, LLC	0.26%	Reduce -7.1%	4,847	$371K
Vigilare Wealth Management	0.12%	Reduce -17.8%	4,817	$369K
Fortis Advisors, LLC	0.18%	No change	4,812	$368K
Steigerwald, Gordon & Koch Inc.	0.04%	No change	4,804	$368K
New Wave Wealth Advisors LLC	0.13%	New	4,773	$365K
Plan A Wealth LLC	0.17%	Reduce -21.8%	4,753	$364K
Beck Capital Management, LLC	0.08%	Reduce -7.2%	4,737	$363K
Centric Wealth Management	0.07%	Reduce -39.2%	4,287	$362K
Guidance Capital, Inc.	0.08%	Add +1.4%	4,224	$360K
Fiducient Advisors LLC	0.05%	No change	4,690	$359K
Frisch Financial Group, Inc.	0.07%	Add +0.2%	4,680	$358K
Rayburn West Financial Services LLC	0.21%	Reduce -1.2%	4,678	$358K
Rothschild Wealth LLC	0.03%	No change	4,662	$357K
Widmann Financial Services, Inc.	0.21%	Add +11.4%	4,659	$357K
AJ Advisors, LLC	0.13%	Reduce -8.1%	4,637	$355K
Buck Wealth Strategies, LLC	0.04%	Reduce -4.4%	4,594	$352K
Elevation Point Wealth Partners, LLC	0.01%	Add +79.8%	4,580	$351K
Willis Johnson & Associates, Inc.	0.02%	Add +0.1%	4,544	$348K
Florida Financial Advisors, LLC	0.08%	New	4,533	$347K
CIBC Asset Management Inc	0.00%	No change	4,532	$347K
Meridian Wealth Advisors, LLC	0.05%	Add +18.5%	4,512	$345K
Inspirion Wealth Advisors, LLC	0.04%	Reduce -1.2%	4,495	$344K
Global Trust Asset Management, LLC	0.13%	Reduce -27.7%	4,489	$344K
Charles Schwab Investment Management Inc.	0.00%	Add +37.3%	4,480	$343K
Marathon Mission, Inc.	0.20%	Reduce -92.9%	4,450	$341K
Element Wealth, LLC	0.14%	Add +3.4%	4,446	$340K
Hillman Capital Management, Inc.	0.24%	Add +1.9%	4,444	$340K
Pacific Park Financial, Inc.	0.22%	Reduce -40.6%	4,422	$338K
Vision Retirement, LLC	0.10%	Reduce -35.3%	4,410	$338K
Bluedoor Private Wealth, LLC	0.16%	Add +0.2%	4,399	$337K
Howard Capital Management Group, LLC	0.02%	No change	4,396	$336K
Trail Ridge Investment Advisors, LLC	0.15%	Add +25.5%	4,395	$336K
Cerro Pacific Wealth Advisors LLC	0.09%	No change	4,388	$336K
Valeo Financial Advisors, LLC	0.01%	Add +57.9%	4,368	$334K
Portside Wealth Group, LLC	0.05%	New	4,337	$332K
Ignite Planners, LLC	0.05%	Reduce -0.6%	4,336	$332K
Milestone Asset Management Group, LLC	0.19%	Reduce -30.5%	4,321	$331K
Crux Wealth Advisors	0.13%	No change	4,298	$329K
BCGM Wealth Management, LLC	0.08%	Add +2.5%	4,292	$329K
Ancora Advisors LLC	0.01%	Reduce -19.8%	4,282	$328K
Empowered Funds, LLC	0.00%	New	4,238	$324K
Signature Equity Partners, LLC	0.17%	Add +1.8%	4,198	$321K
WASHINGTON TRUST Co	0.01%	New	4,169	$319K
Amara Financial, Llc.	0.22%	Add +0.7%	4,157	$318K
Cresset Asset Management, LLC	0.00%	Add +17.9%	4,151	$318K
Cibc World Market Inc.	0.00%	Reduce -56.2%	4,149	$318K
Successful Portfolios LLC	0.17%	Add +6.5%	4,189	$317K
Foster & Motley Inc.	0.02%	New	4,142	$317K
Signaturefd, LLC	0.00%	Add +0.3%	4,136	$317K
FF Advisors,LLC	0.13%	No change	3,783	$315K
Sequent Planning LLC	0.08%	Add +40.1%	4,104	$314K
Cedar Wealth Management, LLC	0.09%	Add +35.2%	4,098	$314K
Platform Technology Partners	0.06%	Reduce -3.7%	4,077	$312K
Green Ridge Wealth Planning LLC	0.16%	Reduce -6.7%	4,063	$311K
TCP Asset Management, LLC	0.04%	Reduce -19.8%	4,040	$309K
Legacy Wealth Partners, LLC	0.08%	Add +24.1%	4,038	$309K
Opus Capital Group, LLC	0.03%	No change	4,035	$309K
Helium Advisors LLC	0.29%	New	4,008	$307K
McAdam, LLC	0.01%	Add +14.7%	4,005	$307K
Crewe Advisors LLC	0.03%	Add +118.3%	4,002	$306K
Zacks Investment Management	0.00%	New	3,995	$306K
Zhang Financial LLC	0.01%	Add +0.1%	3,991	$306K
Russell Investments Group, Ltd.	0.00%	Add +65.0%	3,981	$305K
J. R. Prunier Capital Management LLC	0.13%	Add +34.0%	3,973	$304K
JFS Wealth Advisors, LLC	0.02%	Add +0.1%	3,970	$304K
Harbor Advisory Corp.	0.09%	No change	3,936	$301K
T. Rowe Price Associates Inc.	0.00%	New	3,885	$298K
Soltis Investment Advisors LLC	0.02%	New	3,867	$296K
Silver Grove Financial Group, Inc.	0.24%	Add +42.6%	3,865	$296K
SigFig Wealth Management, LLC	0.01%	Add +41.4%	3,848	$295K
Arrowroot Family Office, LLC	0.10%	Reduce -27.1%	3,843	$294K
Quartz Partners, LLC	0.11%	Add +43.2%	3,834	$293K
SMI Advisory Services, LLC	0.05%	Reduce -0.9%	3,782	$293K
Argent Trust Co	0.01%	Reduce -4.7%	3,821	$292K
James J. Burns & Company, LLC	0.04%	Add +6.6%	3,810	$292K
Optivise Advisory Services LLC	0.18%	Reduce -69.1%	3,786	$290K
Investment Research Partners LLC	0.12%	Reduce -3.1%	3,758	$288K
Monograph Wealth Advisors, LLC	0.03%	No change	3,746	$287K
Plan Group Financial, LLC	0.07%	Add +3.9%	3,745	$287K
Mendel Capital Management LLC	0.14%	—	3,741	$286K
Private Client Services, LLC	0.09%	Reduce -3.9%	3,726	$285K
Kirtland Hills Capital Management, LLC	0.09%	Add +13.5%	3,386	$283K
Balboa Wealth Partners	0.05%	No change	3,688	$282K
SHP Wealth Management	0.02%	Add +4.8%	3,686	$282K
Fortune Financial Advisors, LLC	0.14%	New	3,680	$282K
Peak Retirement Planning, Inc.	0.06%	Reduce -0.5%	3,676	$281K
Edgemoor Investment Advisors, Inc.	0.02%	Reduce -4.5%	3,674	$281K
Glenmede Trust Co. NA	0.00%	Add +39.5%	3,617	$277K
Dagco, Inc.	0.06%	Reduce -16.2%	3,589	$275K
Chesapeake Asset Management LLC	0.22%	Reduce -5.4%	3,583	$274K
Global Wealth Management Investment Advisory, Inc.	0.04%	Add +4.7%	3,565	$273K
Bullock Wealth Management Group	0.14%	Add +3.4%	3,510	$271K
Headinvest, LLC	0.06%	New	3,523	$270K
Capasso Planning Partners LLC	0.14%	Add +4.5%	3,505	$268K
SlateStone Wealth, LLC	0.02%	No change	3,496	$268K
Boulder Wealth Advisors, LLC	0.11%	Reduce -0.1%	3,482	$267K
Prevail Innovative Wealth Advisors, LLC	0.04%	New	3,462	$265K
Freestone Capital Holdings, LLC	0.01%	Reduce -8.0%	3,444	$264K
ProVise Management Group, LLC	0.02%	No change	3,429	$262K
Founders Financial Alliance, LLC	0.05%	Reduce -5.3%	3,422	$262K
Wrenne Financial Planning LLC	0.10%	New	3,419	$262K
Claris Financial LLC	0.14%	No change	3,417	$262K
Heron Bay Capital Management	0.02%	New	3,397	$260K
Colter Lewis Investment Partners LLC	0.24%	Add +0.2%	3,366	$258K
Pictet North America Advisors SA	0.03%	No change	3,362	$257K
Somerville Kurt F	0.07%	Add +1.8%	3,350	$256K
Kirkwood Financial Services	0.09%	Add +0.2%	3,337	$255K
Fulton Bank, N.A.	0.01%	No change	3,319	$254K
Linscomb Wealth, Inc.	0.01%	Add +8.5%	3,316	$254K
LaSalle St. Investment Advisors, LLC	0.04%	New	3,295	$252K
Choreo, LLC	0.00%	Add +5.4%	3,291	$252K
Tru Independence Asset Management 2, LLC	0.15%	No change	3,286	$252K
Guyasuta Investment Advisors Inc.	0.01%	Reduce -0.4%	3,282	$251K
PGIM Custom Harvest LLC	0.00%	Add +31.4%	3,280	$251K
Wbi Investments, LLC	0.07%	Add +8.3%	3,276	$251K
Millington Securities, LLC	0.07%	—	3,276	$251K
Glenview Trust Co	0.00%	No change	3,244	$248K
GW Henssler & Associates Ltd.	0.01%	No change	3,243	$248K
Brian Low Financial Group, LLC	0.17%	Reduce -15.6%	3,243	$248K
Presidio Capital Management, LLC	0.07%	Reduce -13.2%	3,243	$248K
Walleye Partners, LLC	0.30%	New	3,238	$248K
Fusion Family Wealth, LLC	0.02%	Add +5.6%	3,215	$246K
Blue Line Capital, LLC / IL	0.28%	Add +5.0%	3,213	$246K
Financial Consulate, Inc.	0.03%	Reduce -32.6%	3,205	$245K
Box Hill Private Wealth LLC	0.24%	New	3,198	$245K
Penbrook Management LLC	0.18%	Reduce -0.6%	3,180	$243K
Integrated Advisors Network LLC	0.01%	Reduce -49.0%	3,177	$243K
Cypress Capital Management LLC (WY)	0.23%	Reduce -6.0%	3,133	$240K
Shotwell Rutter Baer Inc	0.14%	Reduce -0.7%	3,131	$240K
City Center Advisors, LLC	0.22%	Reduce -2.4%	3,115	$238K
Boomfish Wealth Group, LLC	0.13%	No change	3,067	$235K
PFG Investments, LLC	0.01%	Add +4.4%	3,059	$234K
Aaron Wealth Advisors LLC	0.01%	No change	3,055	$234K
Van Diest Capital, LLC	0.18%	Reduce -19.9%	3,050	$233K
New Harbor Financial Group, LLC	0.04%	Reduce -0.7%	3,030	$232K
Robinhood Asset Management, LLC	0.02%	New	3,026	$232K
Clark Asset Management, LLC	0.02%	New	3,001	$230K
Bawa N Mallick Trust	0.09%	No change	3,000	$230K
Parsons Capital Management Inc.	0.01%	New	2,995	$229K
Cedar Point Capital Partners, LLC	0.15%	New	2,993	$229K
Moller Wealth Partners	0.05%	No change	2,984	$228K
Sequent Asset Management, LLC	0.11%	No change	2,983	$228K
M3 Advisory Group, LLC	0.14%	No change	2,975	$228K
Innovative Asset Advisors Group, LLC	0.13%	—	2,968	$227K
Iron Gate Global Advisors LLC	0.02%	No change	2,956	$226K
Kaydan Wealth Management, Inc.	0.08%	Add +0.8%	2,950	$226K
Brown Wealth Management, LLC	0.06%	Add +6.0%	2,935	$225K
Crescent Grove Advisors, LLC	0.02%	No change	2,929	$224K
Wealth Alliance, LLC	0.02%	Reduce -33.3%	2,928	$224K
Leavell Investment Management, Inc.	0.01%	New	2,900	$222K
F/m Investments LLC	0.01%	No change	2,897	$222K
Breakwater Investment Management	0.08%	No change	2,887	$221K
Smith & Howard Wealth Management, LLC	0.05%	New	2,885	$221K
Pinnacle Bancorp, Inc.	0.06%	No change	2,857	$219K
Hippocratic Financial Advisors, LLC	0.10%	Add +4.0%	2,853	$218K
Everhart Financial Group, Inc.	0.02%	New	2,849	$218K
Essex Bank	0.05%	Reduce -46.6%	2,849	$218K
Walsh & Associates, LLC	0.21%	Reduce -24.4%	2,833	$217K
GSG Advisors LLC	0.06%	New	2,828	$216K
Busey Bank	0.01%	Add +0.1%	2,808	$215K
Parkside Financial Bank & Trust	0.02%	No change	2,805	$215K
RoundAngle Advisors LLC	0.16%	New	2,800	$214K
CogentBlue Wealth Advisors, LLC	0.14%	No change	2,796	$214K
Global Financial Private Client, LLC	0.07%	New	2,789	$213K
Ewa, LLC	0.05%	No change	2,786	$213K
Regions Financial Corp.	0.00%	Add +1.0%	2,781	$213K
Davis R M Inc.	0.00%	No change	2,777	$213K
Kendall Capital Management	0.04%	No change	2,768	$212K
JMN Financial LLC	0.21%	Reduce -37.9%	2,767	$212K
Yarger Wealth Strategies, LLC	0.09%	Reduce -16.3%	2,766	$212K
Octavia Wealth Advisors, LLC	0.02%	New	2,763	$211K
Fagan Associates, Inc.	0.03%	No change	2,759	$211K
Coastal Bridge Advisors, LLC	0.01%	Reduce -0.3%	2,746	$210K
City National Bank of Florida	0.12%	No change	2,716	$208K
Lakeshore Financial Planning, Inc.	0.08%	No change	2,713	$208K
V2 Financial group LLC	0.10%	New	2,705	$207K
Miramontes Capital, LLC	0.07%	No change	2,704	$207K
Chesley Taft & Associates LLC	0.01%	New	2,671	$204K
Great Waters Wealth Management	0.02%	New	2,671	$204K
Sage Mountain Advisors LLC	0.01%	Add +0.7%	2,652	$203K
Broussard Financial Group LLC	0.16%	Reduce -3.3%	2,648	$203K
Rockline Wealth Management, LLC	0.04%	Reduce -2.4%	2,644	$202K
Culbertson A N & Co. Inc.	0.03%	No change	2,624	$201K
Essex Financial Services, Inc.	0.01%	No change	2,619	$200K
Point Windward Advisors Inc.	0.10%	Add +0.9%	2,615	$200K
Sound Income Strategies, LLC	0.01%	Add +150.2%	2,592	$200K
Godfrey Financial Associates, Inc.	0.17%	Add +13.2%	2,588	$198K
Glen Eagle Advisors, LLC	0.03%	Add +9.7%	2,546	$195K
Financial Gravity Asset Management, Inc.	0.03%	Add +0.2%	2,430	$186K
Angeles Wealth Management, LLC	0.01%	New	2,284	$175K
HFM Investment Advisors, LLC	0.07%	Add +95.1%	2,251	$172K
Glassman Wealth Services	0.02%	No change	2,205	$169K
Phillips Financial Management, LLC	0.01%	No change	2,139	$164K
HHM Wealth Advisors, LLC	0.02%	Add +580.7%	2,076	$159K
Blueline Advisors LLC	0.12%	Reduce -1.3%	2,040	$156K
Napier Financial, LLC	0.04%	New	1,999	$153K
Robinswood Financial LLC	0.05%	New	1,936	$148K
Team Financial Group, LLC	0.07%	Add +14.0%	1,918	$147K
Graney & King, LLC	0.08%	Reduce -4.3%	1,910	$146K
CX Institutional	0.00%	Reduce -33.7%	1,874	$143K
Darwin Wealth Management, LLC	0.04%	Add +0.2%	1,867	$143K
Indiana Trust & Investment Management Co	0.04%	Reduce -7.5%	1,850	$142K
Quent Capital, LLC	0.01%	No change	1,846	$141K
Wilkerson Advisory Group LLC	0.05%	Reduce -36.8%	1,822	$139K
Princeton Global Asset Management LLC	0.02%	Add +18.2%	1,794	$137K
Keating Financial Advisory Services, Inc.	0.02%	Add +1.4%	1,725	$132K
Hantz Financial Services, Inc.	0.00%	Add +401.4%	1,730	$132K
Zions Bancorporation, National Association	0.01%	New	1,720	$132K
Financial Connections Group, Inc.	0.04%	No change	1,682	$128K
Winthrop Capital Management, LLC	0.03%	No change	1,650	$126K
Wellington Grp LLC	0.04%	Reduce -50.2%	1,590	$122K
Salomon & Ludwin, LLC	0.01%	Reduce -39.1%	1,560	$120K
Hurley Capital, LLC	0.06%	Add +90.1%	1,553	$119K
CENTRAL TRUST Co	0.00%	Add +1.2%	1,535	$117K
Tucker Asset Management LLC	0.03%	Add +23.7%	1,500	$115K
Woodard & Co. Asset Management Group Inc.	0.02%	Add +1.5%	1,459	$112K
Signature Resources Capital Management, LLC	0.05%	Add +95.1%	1,444	$111K
Nepc LLC	0.00%	No change	1,438	$110K
NFSG Corp	0.02%	Add +0.1%	1,421	$109K
International Assets Investment Management, LLC	0.01%	Reduce -50.0%	1,407	$109K
Rialto Wealth Management, LLC	0.02%	No change	1,396	$107K
Measured Wealth Private Client Group, LLC	0.03%	Add +105.1%	1,331	$102K
Eastern Bank	0.00%	Add +1244.3%	1,304	$100K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0.00%	New	1,282	$98K
Clearstead Trust, LLC	0.02%	Add +22.8%	1,273	$97K
Private Wealth Asset Management, LLC	0.01%	No change	1,244	$95K
Lowe Brockenbrough & Co. Inc.	0.00%	Reduce -0.1%	1,242	$95K
TFC Financial Management, Inc.	0.01%	New	1,230	$94K
Harbor Asset Planning, Inc.	0.08%	Add +0.3%	1,195	$91K
North Ridge Wealth Advisors, Inc.	0.05%	Add +22.3%	1,192	$91K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.04%	Add +0.1%	1,166	$89K
Ballast Advisors LLC	0.03%	Reduce -7.6%	1,165	$89K
Centerpoint Advisors, LLC	0.03%	No change	1,119	$86K
Sunbelt Securities, Inc.	0.01%	Add +9.9%	1,091	$84K
Harbor Investment Advisory, LLC	0.01%	Add +70.2%	1,091	$84K
Meramec Financial Planners, LLC	0.03%	No change	1,000	$83K
Beaird Harris Wealth Management, LLC	0.01%	No change	1,077	$82K
Wealth Enhancement Trust Services, Inc.	0.01%	No change	1,054	$81K
NBT Bank, N.A.	0.01%	Add +1216.3%	1,053	$81K
Dunhill Financial, LLC	0.02%	Add +0.2%	1,006	$77K
Park Square Financial Group, LLC	0.58%	Reduce -57.3%	1,003	$77K
Bogart Wealth, LLC	0.00%	Add +233.4%	967	$74K
Align Financial, LLC	0.04%	Reduce -98.8%	948	$73K
Toth Financial Advisory Corp.	0.01%	No change	943	$72K
Winch Advisory Services, LLC	0.02%	Add +0.2%	922	$71K
Smithfield Trust Co	0.00%	No change	924	$70K
Rosenberg Matthew Hamilton	0.01%	No change	913	$70K
CVA Family Office, LLC	0.01%	No change	879	$67K
Legacy Wealth Managment, LLC	0.03%	Reduce -22.1%	859	$66K
Vermillion Wealth Management, Inc.	0.03%	No change	859	$66K
Torren Management, LLC	0.03%	New	822	$63K
Rothschild Investment LLC	0.00%	Add +0.2%	820	$63K
Thompson Investment Management, Inc.	0.01%	New	808	$62K
Global Wealth Strategies & Associates	0.01%	No change	799	$61K
Basepoint Wealth LLC	0.03%	Add +0.1%	787	$60K
Washington Trust Advisors, Inc.	0.00%	No change	766	$59K
MassMutual Private Wealth & Trust, FSB	0.00%	No change	750	$57K
United Community Bank	0.02%	Reduce -25.2%	737	$56K
Hanson & Doremus Investment Management	0.01%	New	707	$54K
GW&K Investment Management, LLC	0.00%	No change	708	$54K
Arcadia Investment Management Corp.	0.01%	No change	700	$54K
Curio Wealth, LLC	0.02%	No change	699	$53K
Miller Capital Partners, Inc.	0.02%	No change	671	$51K
Strategic Advocates LLC	0.22%	Reduce -61.5%	655	$50K
Delos Wealth Advisors, LLC	0.03%	New	654	$50K
Cullen/Frost Bankers, Inc.	0.00%	Add +420.2%	619	$47K
Conquis Financial LLC	0.04%	Add +42.2%	546	$46K
Caldwell Sutter Capital, Inc.	0.02%	Reduce -20.9%	589	$45K
North Star Investment Management Corp.	0.00%	Add +0.3%	588	$45K
Principia Wealth Advisory, LLC	0.03%	Add +2835.0%	587	$45K
Matrix Private Capital Group LLC	0.02%	New	586	$45K
Basso Capital Management, L.P.	0.03%	No change	582	$45K
TrustBank	0.02%	New	582	$45K
Pacifica Partners Inc.	0.01%	No change	580	$44K
Comprehensive Financial Planning, Inc.	0.03%	No change	559	$43K
Trask Adam Roland	0.04%	—	550	$42K
FAS Wealth Partners, Inc.	0.00%	Reduce -25.6%	525	$40K
Trust Co	0.00%	New	518	$40K
Wilmington Savings Fund Society, FSB	0.00%	No change	515	$39K
GAMMA Investing LLC	0.00%	Reduce -0.4%	510	$39K
SWAN Capital LLC	0.01%	Add +0.2%	509	$39K
Ashton Thomas Securities, LLC	0.00%	New	487	$37K
Heritage Wealth Advisors	0.00%	No change	484	$37K
Halbert Hargrove Global Advisors, LLC	0.00%	No change	474	$36K
Frazier Financial Advisors, LLC	0.02%	No change	463	$35K
Bartlett & Co. Wealth Management LLC	0.00%	No change	400	$34K
Valued Wealth Advisors LLC	0.01%	No change	433	$33K
Investment Research & Advisory Group, Inc.	0.01%	No change	430	$33K
Prestige Wealth Management Group LLC	0.01%	No change	429	$33K
Strategic Wealth Advisors LLC	0.02%	New	418	$31K
Strive Financial Group ,LLC	0.02%	Reduce -26.8%	408	$31K
Annis Gardner Whiting Capital Advisors, LLC	0.00%	New	400	$31K
Opal Wealth Advisors, LLC	0.01%	New	388	$30K
Franklin Resources Inc.	0.00%	New	385	$29K
Turtle Creek Wealth Advisors, LLC	0.00%	New	383	$29K
CDKV Holdings LLC	0.03%	No change	378	$29K
Elevation Wealth Partners, LLC	0.01%	Add +0.3%	364	$28K
Ascentis Wealth Management, LLC	0.01%	No change	363	$28K
Bfsg, LLC	0.00%	Reduce -4.6%	355	$27K
VSM Wealth Advisory, LLC	0.01%	No change	346	$26K
Register Financial Advisors LLC	0.01%	Add +2575.0%	321	$25K
Investment Counsel Co. of Nevada	0.05%	New	307	$23K
Reyes Financial Architecture, Inc.	0.02%	No change	300	$23K
Bravera Wealth	0.01%	No change	276	$21K
Atlantic Private Wealth, LLC	0.01%	Add +0.4%	271	$21K
DiNuzzo Private Wealth, Inc.	0.00%	No change	270	$21K
Tradewinds Capital Management, LLC	0.00%	No change	256	$20K
SJS Investment Consulting Inc.	0.00%	No change	233	$18K
Community Financial Services Group, LLC	0.00%	New	220	$17K
MCF Advisors LLC	0.00%	Add +35.9%	216	$17K
Pacific Center for Financial Services	0.00%	No change	212	$16K
SouthState Bank Corp	0.00%	No change	207	$16K
SIMA Wealth Partners, LLC	0.01%	No change	204	$16K
Chilton Capital Management LLC	0.00%	Add +70.9%	200	$15K
MPWM Advisory Solutions, LLC	0.01%	No change	200	$15K
KERR FINANCIAL PLANNING Corp	0.01%	Add +821.0%	175	$15K
Highline Wealth Partners LLC	0.00%	Reduce -70.7%	183	$14K
Wagner Wealth Management, LLC	0.00%	Add +0.6%	180	$14K
Oakworth Capital, Inc.	0.00%	No change	172	$13K
IFG Advisory, LLC	0.04%	Reduce -99.9%	171	$13K
TIAA Wealth Investment Management LLC	0.00%	—	173	$13K
SYM FINANCIAL Corp	0.00%	New	167	$13K
EPG Wealth Management LLC	0.00%	Add +4.5%	161	$12K
Rakuten Securities, Inc.	0.01%	Reduce -5.4%	158	$12K
Fiduciary Advisors, Inc.	0.01%	No change	152	$12K
New England Capital Financial Advisors LLC	0.00%	No change	151	$12K
Stone House Investment Management, LLC	0.00%	Reduce -100.0%	145	$11K
Clear Investment Research, LLC	0.02%	New	133	$10K
RHL Group, LLC	0.01%	Reduce -32.6%	132	$10K
Cornerstone Financial Management LLC	0.01%	No change	132	$10K
Dixon Mitchell Investment Counsel Inc.	0.00%	New	130	$10K
YANKCOM Partnership	0.00%	Reduce -25.7%	127	$10K
Missouri Trust & Investment Co	0.00%	No change	125	$10K
Providence Capital Advisors, LLC	0.00%	No change	125	$10K
Tower Research Capital LLC (TRC)	0.00%	Add +1200.0%	117	$9K
Brown Brothers Harriman & Co.	0.00%	No change	104	$8K
Horizon Financial Services, LLC	0.00%	Add +102.1%	97	$7K
Roxbury Financial LLC	0.01%	No change	97	$7K
Clayton Financial Group LLC	0.00%	No change	80	$6K
Tsfg, LLC	0.00%	Add +1.4%	75	$6K
Birchbrook, Inc.	0.00%	No change	76	$6K
Truvestments Capital LLC	0.00%	Add +2400.0%	75	$6K
Wells Financial Advisors INC	0.03%	Reduce -63.5%	73	$6K
Strengthening Families & Communities, LLC	0.00%	Reduce -74.8%	62	$5K
First Horizon Corp.	0.00%	No change	53	$4K
Gilpin Wealth Management, LLC	0.00%	No change	50	$4K
Main Street Group, LTD	0.00%	New	49	$4K
DHJJ Financial Advisors, Ltd.	0.00%	No change	48	$4K
Oxford Financial Group, LTD. LLC	0.00%	No change	45	$3K
Ameritas Investment Partners, Inc.	0.00%	No change	43	$3K
Bay Harbor Wealth Management, LLC	0.00%	No change	40	$3K
Avion Wealth	0.00%	No change	46	$3K
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
McGuire Capital Advisors Inc.	0.00%	No change	27	$2K
Horizon Bancorp Inc.	0.00%	No change	29	$2K
Proathlete Wealth Management LLC	0.00%	Add +15.0%	23	$2K
LRI Investments, LLC	0.00%	New	22	$2K
WealthCollab, LLC	0.00%	No change	21	$2K
Davis Capital Management	0.00%	No change	21	$2K
Fairway Wealth LLC	0.00%	Add +1900.0%	20	$2K
Quaker Wealth Management, LLC	0.00%	Add +40.0%	14	$1K
MTM Investment Management, LLC	0.00%	No change	14	$1K
DB Fitzpatrick & Co, Inc	0.00%	Reduce -42.9%	12	$918
Nalls Sherbakoff Group, LLC	0.00%	No change	10	$732
Versant Capital Management, Inc	0.00%	No change	9	$727
Howe & Rusling Inc.	0.00%	No change	8	$628
Dogwood Wealth Management LLC	0.00%	No change	7	$536
Solstein Capital, LLC	0.00%	No change	3	$230
2UniFi Bank	0.00%	No change	3	$230
Longview Financial Advisors LLC	0.00%	No change	3	$230
Marshall Investment Management, LLC	0.00%	New	2	$153
Maseco LLP	0.00%	Reduce -75.0%	2	$153
Ogorek Anthony Joseph /NY/	0.00%	Reduce -99.8%	1	$0

"% 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.