Ste STR SPDR PT S&P 500 ETFSPYMETF
13F holders, Q2 2026 (June 30)1,727holders +116
176new positions
50sold out
5famous investors
$87.43avg. 13F price*
At the end of Q2 2026, 1,727 institutions reported holding Ste STR SPDR PT S&P 500 ETF (SPYM) in their 13F filings, up 116 from Q1 2026. 176 opened new positions and 50 sold out. The largest holders were Jones Financial Companies LLLP ($14.6B), Betterment LLC ($8.6B) and JPMorgan Chase & Co. ($5.9B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Ste STR SPDR PT S&P 500 ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A854
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 176 | $3.2B |
| Exits | 50 | $1.7B |
All 13F filers, Q1 2026 → Q2 2026: 267,859,612 shares bought and 55,284,566 shares sold, net +212,575,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,727 holders
| Jones Financial Companies LLLP | 5.83% | Add +53.4% | 169,823,143 | $14.6B |
| Betterment LLC | 14.55% | Add +6.8% | 97,881,145 | $8.6B |
| JPMorgan Chase & Co. | 0.35% | Reduce -2.1% | 67,717,904 | $5.9B |
| USS Investment Management Ltd | 23.01% | No change | 66,398,232 | $5.8B |
| LPL Financial LLC | 1.25% | Add +8.0% | 63,355,614 | $5.6B |
| Bank of America Corp. | 0.31% | Add +51.3% | 54,715,109 | $4.8B |
| Marshall Wace, LLP | 3.50% | Reduce -5.6% | 46,869,324 | $4.1B |
| Allianz Asset Management GmbH | 3.76% | Add +133.0% | 46,223,571 | $4.1B |
| Creative Planning | 1.82% | Add +5.1% | 35,366,422 | $3.1B |
| Kedalion Capital Management LLP | 73.34% | Add +96.5% | 35,130,000 | $3.1B |
| Envestnet Asset Management Inc. | 0.47% | Add +12.0% | 22,699,990 | $2.0B |
| Walleye Capital LLC | 9.39% | New | 20,509,091 | $1.8B |
| Goldman Sachs Group Inc. | 0.19% | Add +126.0% | 20,075,136 | $1.8B |
| Morgan Stanley | 0.09% | Add +9.5% | 18,891,230 | $1.7B |
| Ossiam | 13.71% | Add +54.4% | 11,761,208 | $1.0B |
| MKP Capital Management, L.L.C. | 28.22% | Reduce -14.8% | 11,650,400 | $1.0B |
| Invesco Ltd. | 0.07% | Reduce -0.0% | 10,604,422 | $931.9M |
| OneDigital Investment Advisors LLC | 7.65% | Add +44.2% | 10,309,495 | $906.0M |
| Nissay Asset Management Corp. /Japan | 3.71% | No change | 9,989,832 | $877.9M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 5.48% | No change | 9,536,000 | $838.0M |
| Wells Fargo & Company | 0.14% | Add +124.1% | 9,061,484 | $796.3M |
| Royal Bank of Canada | 0.13% | Add +181.9% | 8,500,233 | $747.0M |
| Osaic Holdings, Inc. | 0.80% | Add +9.0% | 7,781,306 | $683.9M |
| Clark Capital Management Group, Inc. | 3.63% | Reduce -1.9% | 7,587,760 | $666.8M |
| Greenleaf Trust | 5.93% | Add +9.5% | 7,005,466 | $615.6M |
| Exchange Traded Concepts, LLC | 2.96% | Add +9.2% | 6,808,698 | $598.3M |
| Ameriprise Financial Inc. | 0.11% | Add +19.8% | 6,137,684 | $539.2M |
| Raymond James Financial Inc. | 0.15% | Add +13.0% | 6,135,519 | $539.2M |
| 1900 Wealth Management LLC | 29.58% | Add +0.3% | 6,044,624 | $531.2M |
| TIG Advisors, LLC | 24.17% | Add +0.3% | 5,976,701 | $525.6M |
| Private Advisor Group, LLC | 2.40% | Add +19.4% | 5,956,478 | $523.5M |
| Main Management Fund Advisors LLC | 36.76% | New | 5,915,320 | $519.8M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Add +9.1% | 5,860,444 | $515.0M |
| Wealthspire Advisors, LLC | 2.81% | Add +671.7% | 5,799,266 | $509.6M |
| Advocacy Wealth Management, LLC | 18.44% | Add +45.0% | 5,775,658 | $507.6M |
| Bank of Montreal | 0.18% | Add +1829.9% | 5,606,004 | $492.7M |
| TD Private Client Wealth LLC | 8.90% | Add +5.6% | 5,508,862 | $484.1M |
| Cetera Investment Advisers | 0.42% | Add +7.4% | 5,223,357 | $459.0M |
| Advance Capital Management, Inc. | 14.67% | Reduce -2.0% | 5,164,150 | $453.8M |
| Composition Wealth, LLC | 5.25% | Add +27.7% | 5,090,408 | $447.3M |
| Aptus Capital Advisors, LLC | 3.26% | Add +7.8% | 5,084,065 | $446.8M |
| Nicolet Bankshares Inc. | 14.05% | Add +7.8% | 5,001,980 | $441.8M |
| Financial Engines Advisors L.L.C. | 0.78% | Reduce -0.8% | 5,010,116 | $440.3M |
| First Command Advisory Services, Inc. | 2.58% | Add +16.0% | 4,934,249 | $433.6M |
| Natixis Advisors, LLC | 0.48% | Reduce -29.1% | 4,840,464 | $425.4M |
| HighTower Advisors, LLC | 0.40% | Add +8.8% | 4,753,004 | $417.7M |
| Natixis | 1.94% | Reduce -64.9% | 4,671,792 | $409.9M |
| NorthRock Partners, LLC | 5.91% | Add +11.2% | 4,629,596 | $406.8M |
| Gradient Investments LLC | 5.43% | Add +6.6% | 4,474,804 | $393.2M |
| NewEdge Advisors, LLC | 1.15% | Add +59.9% | 4,406,554 | $387.2M |
| Wealthcare Advisory Partners LLC | 7.32% | Reduce -3.4% | 4,391,034 | $385.9M |
| Tidal Investments LLC | 0.94% | Add +12.5% | 4,389,368 | $385.7M |
| Capital Analysts, LLC | 8.11% | Add +0.7% | 4,003,540 | $351.8M |
| Vantagepoint Investment Advisers LLC | 2.56% | Reduce -2.4% | 3,886,760 | $341.6M |
| State Street Corp. | 0.01% | Reduce -18.0% | 3,842,593 | $337.7M |
| Cambridge Investment Research Advisors, Inc. | 0.73% | Add +66.1% | 3,701,184 | $325.3M |
| Norinchukin Bank, The | 3.00% | No change | 3,511,270 | $308.6M |
| Cerity Partners LLC | 0.37% | Add +48.8% | 3,492,375 | $306.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.58% | Add +11.3% | 3,461,511 | $304.2M |
| Hills Bank & Trust Co | 12.76% | Reduce -3.8% | 3,411,823 | $299.8M |
| Assetmark, Inc. | 0.48% | Add +3.6% | 3,163,324 | $278.0M |
| SCS Capital Management LLC | 2.61% | Add +1.3% | 3,146,097 | $276.5M |
| Stadion Money Management, LLC | 23.61% | Reduce -5.5% | 3,116,022 | $273.8M |
| MML Investors Services, LLC | 0.55% | Add +51.3% | 3,068,715 | $269.7M |
| AE Wealth Management LLC | 1.24% | Add +63.9% | 3,027,799 | $266.1M |
| Larson Financial Group LLC | 6.98% | Add +14.0% | 3,010,487 | $264.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12.37% | Add +21.6% | 2,850,502 | $250.5M |
| Global Retirement Partners, LLC | 3.54% | — | 2,632,322 | $231.3M |
| BlueCrest Capital Management Ltd | 11.05% | New | 2,622,607 | $230.5M |
| UBS Group AG | 0.04% | Add +13.5% | 2,621,733 | $230.4M |
| Klaas Financial Asset Advisors, LLC | 28.04% | Add +3.5% | 2,560,881 | $225.1M |
| Wealth Enhancement Advisory Services, LLC | 0.37% | Add +4.8% | 2,618,622 | $222.1M |
| Ascent Group, LLC | 6.53% | Add +53.0% | 2,484,549 | $218.3M |
| Peterson Wealth Advisors, LLC | 25.54% | Add +2.3% | 2,458,693 | $216.1M |
| Spinnaker Trust | 9.87% | Add +2.0% | 2,312,710 | $203.2M |
| Vicus Capital | 13.03% | Add +1.5% | 2,297,092 | $201.9M |
| Modern Wealth Management, LLC | 2.37% | Add +84.8% | 2,258,636 | $198.5M |
| Ocean Park Asset Management, LLC | 8.42% | Reduce -3.9% | 1,989,605 | $174.8M |
| RiverFront Investment Group, LLC | 2.22% | Add +53.5% | 1,912,966 | $168.1M |
| AlphaStar Capital Management, LLC | 10.36% | Add +2.6% | 1,854,270 | $163.0M |
| Mariner, LLC | 0.17% | Reduce -24.8% | 1,853,216 | $162.9M |
| UNIVEST FINANCIAL Corp | 7.91% | Add +1.4% | 1,833,570 | $161.1M |
| Tennessee Valley Asset Management Partners | 17.70% | Add +1.3% | 1,826,177 | $160.5M |
| Sand Hill Global Advisors, LLC | 4.79% | Reduce -1.7% | 1,812,084 | $159.2M |
| KWB Wealth | 12.94% | Add +55.6% | 1,720,975 | $151.2M |
| Great Valley Advisor Group, Inc. | 2.30% | Reduce -1.4% | 1,659,104 | $145.8M |
| Retirement Income Solutions, Inc. | 24.38% | Reduce -0.5% | 1,849,918 | $141.6M |
| Intact Investment Management Inc. | 3.97% | New | 1,589,216 | $139.7M |
| Potomac Fund Management Inc. | 3.46% | Add +5039.6% | 1,565,618 | $137.6M |
| Integrated Wealth Concepts LLC | 0.89% | Add +6.1% | 1,540,805 | $135.4M |
| CFS Investment Advisory Services, LLC | 8.71% | Add +34.2% | 1,490,244 | $130.6M |
| 3EDGE Asset Management, LP | 5.79% | Add +28893.0% | 1,477,485 | $129.8M |
| Commonwealth Equity Services, LLC | 0.16% | Add +7.8% | 1,467,006 | $128.9M |
| Stratos Wealth Partners, LTD. | 1.30% | Add +14.6% | 1,465,039 | $128.7M |
| Venturi Wealth Management, LLC | 4.75% | New | 1,398,369 | $122.9M |
| Signal Advisors Wealth, LLC | 6.35% | Add +37.4% | 1,378,359 | $121.1M |
| Revere Asset Management, Inc | 46.02% | Add +12.9% | 1,364,681 | $119.9M |
| Kestra Advisory Services, LLC | 0.37% | Add +19.8% | 1,319,914 | $116.0M |
| Integrity Alliance, Llc. | 3.61% | Add +29.5% | 1,305,650 | $114.7M |
| LVW Advisors, LLC | 9.43% | Add +7.2% | 1,241,597 | $109.1M |
| Vertex Planning Partners, LLC | 16.11% | Add +29.9% | 1,234,572 | $108.5M |
| Thrivent Financial for Lutherans | 0.18% | Add +71.8% | 1,203,104 | $105.7M |
| St Germain D J Co. Inc. | 3.80% | Add +5.8% | 1,203,055 | $105.7M |
| Crews Bank & Trust | 13.61% | Add +2.6% | 1,185,830 | $104.2M |
| Brown Financial Advisory | 42.28% | Add +6.7% | 1,151,975 | $101.2M |
| Empower Advisory Group, LLC | 0.24% | Reduce -44.1% | 1,151,797 | $101.2M |
| One Day In July LLC | 7.01% | Add +8.3% | 1,148,157 | $100.9M |
| Park Avenue Securities LLC | 0.62% | Add +2.5% | 1,138,392 | $100.0M |
| Marks Group Wealth Management, Inc | 8.57% | Add +309.7% | 1,119,123 | $98.3M |
| Detalus Advisors, LLC | 19.15% | Add +27.6% | 1,118,353 | $98.3M |
| Sterling Group Wealth Management, LLC | 39.42% | Add +1.3% | 1,093,329 | $96.1M |
| Physician Wealth Advisors, Inc. | 11.23% | Add +58.5% | 1,069,899 | $94.0M |
| WCG Wealth Advisors LLC | 2.23% | Reduce -7.8% | 1,069,193 | $94.0M |
| Mercer Global Advisors Inc. | 0.11% | Add +16.8% | 1,041,206 | $91.5M |
| Two Sigma Investments, LP | 0.07% | Reduce -44.0% | 1,025,300 | $90.1M |
| World Investment Advisors | 1.49% | Reduce -0.1% | 1,172,238 | $89.8M |
| Penserra Capital Management LLC | 0.69% | Add +27.2% | 1,021,646 | $89.8M |
| OneAscent Financial Services LLC | 4.26% | Add +0.3% | 1,014,191 | $89.1M |
| West Wealth Group, LLC | 14.47% | Add +79.1% | 1,006,588 | $88.5M |
| Security Financial Services, INC. | 12.14% | Add +45.2% | 995,716 | $87.5M |
| Bank of New York Mellon Corp | 0.01% | Add +17.5% | 994,749 | $87.4M |
| Leading Edge Financial Planning LLC | 15.43% | Add +7.8% | 986,037 | $86.7M |
| Avidian Wealth Enterprises, LLC | 2.37% | Reduce -7.3% | 973,176 | $85.5M |
| CreativeOne Wealth, LLC | 1.84% | Add +189.7% | 971,513 | $85.4M |
| Tectonic Advisors LLC | 4.08% | Reduce -1.1% | 965,257 | $84.8M |
| Intrua Financial, LLC | 8.00% | Reduce -0.8% | 961,927 | $84.5M |
| Lifelong Wealth Advisors, Inc. | 19.47% | Add +17.5% | 940,424 | $82.6M |
| One Wealth Advisors, LLC | 8.99% | Add +35.6% | 926,489 | $81.4M |
| Solitude Financial Services | 22.37% | Add +0.9% | 918,816 | $80.7M |
| Equitable Holdings, Inc. | 0.48% | Add +39.7% | 905,742 | $79.6M |
| Allen Capital Group, LLC | 6.51% | Add +2.2% | 903,307 | $79.4M |
| Sanctuary Advisors, LLC | 0.36% | Add +33.4% | 892,772 | $78.5M |
| Standpoint Asset Management, LLC | 16.30% | Add +3.5% | 884,900 | $77.8M |
| N.E.W. Advisory Services LLC | 5.15% | Reduce -7.2% | 876,954 | $77.1M |
| Jupiter Topco LLC | 0.03% | — | 871,296 | $76.6M |
| Horst & Graben Wealth Management LLC | 10.03% | Add +62.5% | 868,783 | $76.3M |
| Taiyo Life Insurance Co. | 6.87% | No change | 855,500 | $75.2M |
| Dynamic Advisor Solutions LLC | 2.14% | Add +0.2% | 854,513 | $75.1M |
| Waterloo Capital, L.P. | 4.22% | Add +368.4% | 851,658 | $74.8M |
| Earned Wealth Advisors, LLC | 4.78% | Add +4.9% | 842,270 | $74.0M |
| Principal Securities, Inc. | 0.89% | Reduce -3.2% | 838,885 | $73.7M |
| IAG Wealth Partners, LLC | 7.29% | Reduce -0.9% | 838,486 | $73.7M |
| HighPoint Advisor Group LLC | 2.59% | Add +28.0% | 835,991 | $73.5M |
| Denver Wealth Management, Inc. | 20.89% | Add +7.5% | 830,210 | $73.0M |
| BlackRock, Inc. | 0.00% | Add +20.4% | 829,318 | $72.9M |
| Vise Technologies, Inc. | 0.81% | Add +706.2% | 810,572 | $71.2M |
| Keystone Financial Group | 4.17% | Add +11.9% | 798,870 | $70.2M |
| Procyon Advisors, LLC | 3.01% | Add +4.5% | 792,778 | $69.7M |
| Private Wealth Group, LLC | 26.82% | Add +3.6% | 790,173 | $69.4M |
| Auour Investments LLC | 19.80% | Reduce -1.2% | 785,574 | $69.0M |
| Harbour Investments, Inc. | 0.93% | Add +5.9% | 785,230 | $69.0M |
| Penobscot Wealth Management | 18.45% | Reduce -1.1% | 784,975 | $69.0M |
| ODonnell Financial Services, LLC | 20.26% | Add +2.3% | 783,367 | $68.8M |
| Fifth Third Bancorp | 0.11% | Add +4.5% | 783,133 | $68.8M |
| Eagle Strategies LLC | 6.69% | Reduce -18.2% | 766,163 | $67.3M |
| Western Wealth Management, LLC | 2.14% | Add +3.7% | 744,025 | $65.4M |
| WBH Advisory Inc. | 4.37% | Add +4.2% | 740,912 | $65.1M |
| Cahaba Wealth Management, Inc. | 3.91% | Reduce -0.4% | 737,949 | $64.9M |
| New Perspectives, Inc | 19.78% | Add +0.4% | 733,557 | $64.5M |
| IHT Wealth Management, LLC | 1.36% | New | 727,035 | $63.9M |
| Liberty Square Wealth Partners LLC | 14.98% | Add +6.9% | 715,906 | $62.9M |
| Snowden Capital Advisors LLC | 1.48% | Reduce -0.9% | 708,888 | $62.3M |
| Tull Financial Group, Inc. | 24.31% | Add +2.5% | 706,854 | $62.1M |
| Stonebrook Private Inc. | 11.28% | Add +65.5% | 703,245 | $61.8M |
| HM Payson & Co. | 0.81% | Add +5.5% | 697,278 | $61.3M |
| First Heartland Consultants, Inc. | 3.88% | Add +13.0% | 683,011 | $60.0M |
| Rockbridge Investment Management, LCC | 4.86% | Add +6.2% | 681,500 | $59.9M |
| Petix & Botte Co | 12.02% | Add +117.2% | 679,582 | $59.7M |
| Geneos Wealth Management Inc. | 1.21% | Reduce -3.8% | 676,322 | $59.4M |
| Moneco Advisors, LLC | 3.59% | Add +8.3% | 668,521 | $58.7M |
| Stone House Investment Management, LLC | 7.80% | Add +460216.5% | 667,459 | $58.7M |
| Cornerstone Wealth Management, LLC | 2.51% | Add +5.3% | 664,572 | $58.4M |
| Focus Partners Wealth | 0.06% | Add +4.5% | 652,358 | $57.3M |
| CCG Wealth Management, LLC | 13.21% | Reduce -13.2% | 647,752 | $56.9M |
| AQR Capital Management | 0.02% | Add +20.8% | 641,627 | $56.4M |
| Macco Financial Group, Inc. | 36.16% | Add +26.4% | 633,400 | $55.7M |
| IFP Advisors, Inc | 1.00% | Add +17.2% | 632,889 | $55.6M |
| Badgley Phelps Wealth Managers, LLC | 0.96% | Reduce -2.8% | 623,005 | $54.7M |
| Financial Enhancement Group LLC | 6.53% | Add +0.1% | 622,276 | $54.7M |
| Savant Capital, LLC | 0.16% | Add +107.4% | 661,768 | $54.6M |
| Lido Advisors, LLC | 0.19% | Add +44.5% | 615,421 | $54.1M |
| Bank of Nova Scotia | 0.08% | Add +84.3% | 614,520 | $54.0M |
| Kickstand Ventures, Llc. | 9.76% | Reduce -26.2% | 611,308 | $53.7M |
| Farther Finance Advisors, LLC | 0.42% | Add +17.9% | 607,263 | $53.4M |
| Investment Planning Advisors, Inc. | 12.31% | Add +4.6% | 604,935 | $53.2M |
| Client 1ST Advisory Group, LLC | 14.14% | Add +1.5% | 599,273 | $52.7M |
| Flagship Harbor Advisors, LLC | 2.01% | Add +4.7% | 598,678 | $52.6M |
| Stifel Financial Corp. | 0.04% | Add +74.5% | 598,167 | $52.6M |
| North Star Asset Management Inc. | 2.06% | Add +0.4% | 597,120 | $52.5M |
| Gladstone Institutional Advisory LLC | 1.65% | Add +0.1% | 594,395 | $52.2M |
| Quantum Financial Planning Services, Inc. | 15.94% | Add +8.4% | 584,920 | $51.4M |
| Bricktown Capital, LLC | 9.26% | Add +10.8% | 583,322 | $51.3M |
| Asset Allocation Strategies LLC | 7.82% | Add +31.1% | 577,339 | $50.7M |
| Brookstone Capital Management | 0.51% | Reduce -0.7% | 577,102 | $50.7M |
| TSA Wealth Managment LLC | 14.26% | Add +46.1% | 573,623 | $50.4M |
| Walkner Condon Financial Advisors LLC | 5.66% | Add +3.9% | 559,275 | $49.1M |
| Compass Ion Advisors, LLC | 4.16% | Reduce -1.2% | 549,670 | $48.3M |
| PSI Advisors, LLC | 11.19% | Reduce -12.3% | 548,077 | $48.2M |
| Better Way Financial, LLC | 40.55% | — | 545,492 | $47.9M |
| Level Four Advisory Services, LLC | 1.35% | Add +2.7% | 543,471 | $47.8M |
| Concurrent Investment Advisors, LLC | 0.41% | Add +7.5% | 543,456 | $47.8M |
| Wealth Management Nebraska | 4.26% | Reduce -0.3% | 542,815 | $47.7M |
| Financial Insights, Inc. | 12.92% | Add +1.3% | 542,614 | $47.7M |
| Louisiana State Employees Retirement System | 0.70% | Reduce -19.7% | 540,000 | $47.5M |
| Retiremitten Financial LLC | 19.97% | Reduce -2.9% | 538,570 | $47.3M |
| CIBC Bancorp USA Inc. | 0.06% | Add +404.9% | 550,574 | $47.3M |
| Strategic Financial Partners, Ltd. | 17.79% | Reduce -9.2% | 536,722 | $47.2M |
| Cypress Wealth Services, LLC | 5.79% | Add +49.7% | 535,606 | $47.1M |
| Highland Financial Advisors, LLC | 10.22% | Reduce -3.6% | 528,512 | $46.4M |
| Clear Creek Financial Management, LLC | 2.98% | Add +1.3% | 527,660 | $46.4M |
| SFG Wealth Management, LLC. | 16.64% | Add +11.0% | 526,644 | $46.3M |
| Sequoia Financial Advisors, LLC | 0.23% | Add +3.4% | 526,150 | $46.2M |
| Market Street Wealth Management Advisors LLC | 6.56% | Add +1.6% | 525,107 | $46.1M |
| Scarborough Advisors, LLC | 5.21% | Add +43.4% | 520,803 | $45.3M |
| Broadway Wealth Solutions, Inc. | 21.17% | Add +4.3% | 515,783 | $45.3M |
| Waverly Advisors, LLC | 0.26% | Reduce -12.6% | 513,535 | $45.1M |
| Principal Financial Group Inc. | 0.02% | Reduce -13.3% | 509,443 | $44.8M |
| Crown Wealth Group, LLC | 11.06% | Add +2.1% | 494,535 | $43.5M |
| Fiduciary Financial Advisors | 4.34% | Add +4675.8% | 486,464 | $42.7M |
| Compass Financial Services Inc | 15.96% | Add +2.5% | 485,904 | $42.7M |
| Wealthspire Retirement, LLC | 2.34% | Add +6.9% | 485,208 | $42.6M |
| Verde Capital Management | 7.82% | New | 481,395 | $42.3M |
| Ridgeline Wealth Planning, LLC | 26.66% | Add +6.7% | 478,689 | $42.1M |
| Mgo One Seven LLC | 0.69% | Add +21.6% | 476,898 | $41.9M |
| Mayflower Financial Advisors, LLC | 3.62% | Add +27.0% | 476,835 | $41.9M |
| Fiduciary Alliance LLC | 2.76% | Add +6.9% | 464,592 | $40.8M |
| PFG Advisors | 2.06% | Add +6.4% | 464,460 | $40.8M |
| Simplicity Wealth,LLC | 1.37% | Add +11.2% | 461,034 | $40.5M |
| IFG Advisory, LLC | 1.40% | Add +266244.4% | 455,449 | $40.0M |
| Montz Harcus Wealth Management LLC | 14.20% | Add +0.9% | 454,084 | $39.9M |
| Flow Traders U.S. LLC | 1.62% | New | 447,152 | $39.3M |
| Fragasso Financial Advisors Inc | 2.05% | Add +2.9% | 437,312 | $38.4M |
| Verus Capital Partners, LLC | 2.06% | Add +21.2% | 433,296 | $38.1M |
| Merit Financial Group, LLC | 0.24% | Reduce -0.0% | 432,820 | $38.0M |
| Carnegie Investment Counsel | 0.76% | Add +6.9% | 430,630 | $37.8M |
| Kelman-Lazarov, Inc. | 4.96% | Add +2.2% | 430,413 | $37.8M |
| Independent Financial Group, LLC | 0.70% | Reduce -5.5% | 427,208 | $37.5M |
| Henderson Brothers Financial Partners, LLC | 17.72% | Reduce -3.2% | 425,852 | $37.4M |
| Moneta Group Investment Advisors LLC | 0.27% | Reduce -0.0% | 422,561 | $37.1M |
| EP Wealth Advisors, LLC | 0.14% | Add +251.4% | 418,841 | $36.8M |
| Perennial Investment Advisors, LLC | 2.45% | Add +110.2% | 416,925 | $36.6M |
| Eldridge Investment Advisors, Inc. | 7.25% | Reduce -7.0% | 416,733 | $36.6M |
| Gateway Wealth Partners, LLC | 2.19% | Reduce -40.3% | 415,184 | $36.5M |
| Orion Porfolio Solutions, LLC | 0.28% | Add +8.2% | 413,622 | $36.3M |
| Bauman Advisory Group, LLC | 19.24% | Reduce -0.6% | 413,608 | $36.3M |
| Forefront Wealth Partners, LLC | 11.16% | Add +11.0% | 409,741 | $36.0M |
| Voya Investment Management LLC | 0.04% | Reduce -0.0% | 406,839 | $35.8M |
| Arvest Bank Trust Division | 1.72% | Reduce -1.3% | 400,899 | $35.2M |
| Capital Investment Management, Inc. | 10.69% | Add +0.4% | 396,940 | $34.9M |
| NBZ Investment Advisors LLC | 13.55% | Reduce -1.1% | 394,763 | $34.7M |
| Beacon Capital Management, LLC | 5.08% | Add +2670.5% | 394,381 | $34.7M |
| Arete Wealth Advisors, LLC | 2.27% | Add +11.3% | 391,035 | $34.4M |
| Adamsbrown Wealth Consultants LLC | 6.48% | New | 390,890 | $34.4M |
| Northstar Advisory Group, LLC | 10.64% | Add +27.9% | 389,347 | $34.2M |
| Truist Financial Corp. | 0.04% | Add +27.7% | 384,568 | $33.8M |
| Thryve Wealth Management LLC | 18.64% | Add +6.7% | 379,473 | $33.3M |
| Lanark Financial, Inc. | 2.26% | Add +3.5% | 378,953 | $33.3M |
| HUB Investment Partners, LLC | 0.61% | Reduce -1.1% | 374,977 | $33.0M |
| Tableaux LLC | 13.86% | Add +4.4% | 374,730 | $32.9M |
| Knightsbridge Asset Management, LLC | 4.33% | Add +0.2% | 372,677 | $32.8M |
| Quadrant Private Wealth Management, LLC | 7.28% | Add +52.2% | 370,036 | $32.5M |
| KMG Fiduciary Partners, LLC | 3.00% | Reduce -12.0% | 367,274 | $32.3M |
| Gen-Wealth Partners Inc | 8.79% | Add +54.1% | 359,939 | $31.6M |
| Ashton Thomas Private Wealth, LLC | 0.66% | Reduce -7.6% | 358,629 | $31.5M |
| Archford Capital Strategies, LLC | 3.19% | Add +114.1% | 358,112 | $31.5M |
| Hobbs Wealth Management, LLC | 26.28% | Add +76.5% | 353,834 | $31.1M |
| Nottingham Advisors, Inc. | 3.71% | Reduce -17.7% | 293,740 | $31.0M |
| VestGen Advisors, LLC | 0.91% | Add +51.4% | 351,060 | $30.9M |
| Wealth Advisors of Iowa, LLC | 8.35% | Add +9.4% | 350,771 | $30.8M |
| Global View Capital Management LLC | 6.29% | Reduce -13.1% | 346,778 | $30.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -8.6% | 397,662 | $30.4M |
| Kingswood Wealth Advisors, LLC | 1.22% | Reduce -2.8% | 345,568 | $30.4M |
| American Century Companies Inc. | 0.01% | Add +25.8% | 344,100 | $30.2M |
| Ausdal Financial Partners, Inc. | 1.17% | Add +7.5% | 340,546 | $29.9M |
| Independent Advisor Alliance | 0.70% | Reduce -92.4% | 339,955 | $29.9M |
| Fifth Third Securities, Inc. | 1.70% | Add +0.8% | 338,179 | $29.7M |
| Leslie Global Wealth, LLC | 11.51% | Reduce -3.0% | 336,229 | $29.5M |
| Neuberger Berman Group LLC | 0.02% | Reduce -5.6% | 334,872 | $29.4M |
| Coppell Advisory Solutions LLC | 2.44% | New | 583,394 | $29.4M |
| Cary Street Partners Financial LLC | 0.64% | Reduce -24.8% | 333,604 | $29.3M |
| Panoramic Investment Advisors, LLC | 13.96% | Add +1.0% | 332,122 | $29.2M |
| Janney Montgomery Scott LLC | 0.06% | Add +31.9% | 330,047 | $29.0M |
| Baird Financial Group, Inc. | 0.04% | Add +5.0% | 328,764 | $28.9M |
| Wealth Advisory Solutions, LLC | 5.92% | Add +1.7% | 328,030 | $28.8M |
| Evermay Wealth Management LLC | 2.96% | Add +15.5% | 327,357 | $28.8M |
| M1 Capital Management LLC | 10.53% | Add +108.9% | 324,511 | $28.5M |
| Arkadios Wealth Advisors | 0.44% | Add +19.1% | 323,804 | $28.5M |
| Novem Group | 2.87% | Add +2.1% | 321,777 | $28.3M |
| Segment Wealth Management, LLC | 1.47% | Add +7.9% | 321,618 | $28.3M |
| CBM Financial, LLC | 16.75% | Add +1.4% | 321,768 | $28.1M |
| Cornerstone Advisors Asset Management, LLC | 3.67% | Reduce -1.9% | 319,169 | $28.0M |
| Bradley Foster & Sargent Inc. | 0.40% | Add +0.9% | 317,819 | $27.9M |
| Total Clarity Wealth Management, Inc. | 5.42% | Add +31.8% | 317,264 | $27.9M |
| Susquehanna International Group, LLP | 0.02% | Add +13.3% | 315,576 | $27.7M |
| Maia Wealth LLC | 4.05% | Reduce -4.3% | 312,109 | $27.4M |
| Harbor Capital Advisors, Inc. | 1.87% | Add +181.7% | 311,951 | $27.4M |
| Steele Capital Management, Inc. | 1.01% | Reduce -0.7% | 311,237 | $27.4M |
| Mueller Wealth, LLC | 18.54% | Add +5.8% | 309,978 | $27.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.2% | 308,279 | $27.1M |
| Keel Point, LLC | 1.60% | Add +0.0% | 307,979 | $27.1M |
| Cornerstone Wealth Group, LLC | 1.60% | Add +24.0% | 306,583 | $26.9M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Add +19.9% | 306,303 | $26.9M |
| Legacy Wealth Management, LLC / MS | 6.83% | Add +69.7% | 302,964 | $26.6M |
| Atlas Private Wealth Advisors | 5.78% | Add +4.2% | 300,403 | $26.4M |
| AlphaCore Capital LLC | 0.49% | Reduce -5.8% | 300,169 | $26.4M |
| Goodman Advisory Group, LLC | 6.04% | Reduce -0.7% | 299,157 | $26.3M |
| DDD Partners, LLC | 1.64% | Add +129.8% | 297,704 | $26.2M |
| RFG Advisory, LLC | 0.41% | Reduce -23.3% | 297,430 | $26.1M |
| Rehmann Capital Advisory Group | 1.18% | Add +8.4% | 293,692 | $25.8M |
| Oarsman Capital, Inc. | 2.71% | Add +67.1% | 291,664 | $25.6M |
| US Bancorp \de | 0.03% | Add +7.2% | 290,908 | $25.6M |
| Maripau Wealth Management LLC | 9.11% | Add +16.1% | 290,177 | $25.5M |
| Daviman Financial, LLC | 13.98% | Add +48.7% | 288,218 | $25.3M |
| Arrien Investments, Inc. | 12.76% | Add +0.5% | 287,849 | $25.3M |
| Clarity Asset Management, Inc. | 12.40% | Reduce -0.7% | 287,736 | $25.3M |
| B.O.S.S. Retirement Advisors, LLC | 6.83% | Add +78.1% | 287,662 | $25.3M |
| Kagan Cocozza Asset Management | 15.79% | Add +6.0% | 286,656 | $25.2M |
| Core Wealth Advisors, Inc. | 5.04% | Add +1.4% | 285,284 | $25.1M |
| Clarus Group, Inc. | 8.49% | Add +0.2% | 285,013 | $25.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 7.11% | Add +5.1% | 284,987 | $25.0M |
| GTS Financial, LLC | 18.13% | Reduce -0.4% | 342,136 | $24.9M |
| Retirement Financial Solutions, LLC | 6.11% | Add +2.7% | 282,726 | $24.8M |
| Focus Financial Network, Inc. | 0.76% | Add +30.8% | 278,605 | $24.5M |
| Merkkuri Wealth Advisors LLC | 15.14% | Add +25.2% | 277,647 | $24.4M |
| FMR LLC | 0.00% | Add +20.9% | 274,669 | $24.1M |
| Belpointe Asset Management LLC | 0.79% | Add +18.3% | 273,983 | $24.1M |
| Accelerate Investment Advisors LLC | 13.80% | Reduce -3.0% | 273,416 | $24.0M |
| S. R. Schill & Associates | 14.48% | Add +21.2% | 272,899 | $24.0M |
| Beacon Capital Management, Inc. | 1.44% | Reduce -3.5% | 271,334 | $23.8M |
| JPL Wealth Management, LLC | 4.73% | Add +49.6% | 271,169 | $23.8M |
| Strategic Blueprint, LLC | 1.18% | Add +5.9% | 269,316 | $23.7M |
| Advisor OS, LLC | 1.58% | Add +13.3% | 268,913 | $23.6M |
| Calton & Associates, Inc. | 3.42% | Reduce -1.6% | 265,895 | $23.4M |
| AdvisorNet Financial, Inc | 1.06% | Add +6.5% | 264,545 | $23.2M |
| Lincoln Capital Corp. | 7.53% | Add +21.1% | 263,570 | $23.2M |
| Elm Partners Management LLC | 0.82% | Add +23.7% | 261,395 | $23.0M |
| Buttonwood Financial Group, LLC | 13.13% | Add +19.4% | 261,338 | $23.0M |
| Investors Research Corp | 4.10% | Add +4.2% | 260,841 | $22.9M |
| Encompass More Asset Management | 3.34% | Reduce -53.4% | 258,674 | $22.7M |
| Souders Financial Advisors | 2.28% | Add +1314.0% | 258,192 | $22.7M |
| National Wealth Management Group, LLC | 7.01% | Add +113.0% | 258,146 | $22.7M |
| Kingsview Wealth Management, LLC | 0.27% | Add +22.7% | 250,451 | $22.0M |
| Selective Wealth Management, Inc. | 5.71% | Add +23.7% | 248,874 | $21.8M |
| Capital Advantage, Inc. | 2.65% | Add +2.9% | 247,625 | $21.8M |
| Lloyd Advisory Services, LLC. | 8.43% | Add +1458.3% | 247,604 | $21.8M |
| Westwind Capital | 5.15% | Add +4.1% | 247,379 | $21.7M |
| Stillwater Private Wealth, LLC | 14.16% | Add +270.9% | 238,989 | $21.7M |
| Richmond Investment Services, LLC | 6.86% | Reduce -47.4% | 246,875 | $21.7M |
| Mosaic Family Wealth Partners, LLC | 1.47% | Add +61.4% | 246,451 | $21.7M |
| Bay Capital Advisors, LLC | 11.60% | Add +4.9% | 246,194 | $21.6M |
| Blue Water Asset Management | 6.98% | Add +1.8% | 246,155 | $21.6M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +85.1% | 243,843 | $21.4M |
| Archer Investment Corp | 4.10% | Add +0.3% | 243,694 | $21.4M |
| Legacy Advisory Services, LLC | 15.00% | Add +1.2% | 242,446 | $21.3M |
| Tailwinds Wealth, LLC | 12.57% | New | 242,040 | $21.3M |
| Captrust Financial Advisors | 0.03% | Add +7.8% | 241,389 | $21.2M |
| Luken Investment Analytics, LLC | 7.38% | Reduce -2.3% | 240,226 | $21.1M |
| Chicago Partners Investment Group LLC | 0.42% | Add +15.5% | 242,539 | $21.1M |
| WealthTrak Capital Management LLC | 13.81% | Add +42.4% | 238,962 | $21.0M |
| National Bank of Canada | 0.02% | Add +21.7% | 237,926 | $20.9M |
| Focus Partners Advisor Solutions, LLC | 0.18% | Add +11.5% | 235,331 | $20.7M |
| Legacy Solutions, LLC | 16.49% | Add +3.1% | 231,860 | $20.4M |
| Ferguson Shapiro LLC | 6.02% | Reduce -9.5% | 231,595 | $20.4M |
| Valtinson Bruner Financial Planning LLC | 5.10% | Add +5.8% | 231,448 | $20.3M |
| Atria Investments, Inc | 0.20% | Add +5.7% | 226,533 | $19.9M |
| CoreCap Advisors, LLC | 0.59% | Reduce -15.7% | 226,195 | $19.9M |
| Windsor Capital Management, LLC | 5.09% | Reduce -3.6% | 222,838 | $19.6M |
| MKT Advisors LLC | 6.08% | Add +17.3% | 222,277 | $19.6M |
| Advisory Alpha, LLC | 0.48% | Add +0.6% | 221,997 | $19.5M |
| Tradition Wealth Management, LLC | 1.19% | Add +54.0% | 221,608 | $19.5M |
| CVFG LLC | 2.03% | Add +8.3% | 219,477 | $19.3M |
| Sound Capital Solutions LLC | 4.50% | — | 218,694 | $19.2M |
| Benjamin Edwards Inc. | 0.17% | Add +2.6% | 218,268 | $19.2M |
| Arcadia Wealth Management, LLC | 6.02% | Add +44.4% | 218,104 | $19.2M |
| Prairie Advisory, LLC | 4.60% | — | 217,954 | $19.2M |
| Sowell Financial Services LLC | 0.62% | Add +3.9% | 216,943 | $19.1M |
| RBF Capital, LLC | 0.79% | No change | 214,574 | $18.9M |
| Capital Financial Group Inc\co\ | 9.82% | Reduce -4.0% | 213,589 | $18.8M |
| Park Place Capital Corp | 2.96% | Add +6.2% | 211,738 | $18.6M |
| Brown Financial Advisors | 6.47% | Add +1.2% | 210,791 | $18.5M |
| Forthright Family Wealth Advisory LLC | 10.44% | Reduce -70.4% | 210,002 | $18.5M |
| Lord & Richards Wealth Management, LLC | 14.43% | Add +4.1% | 209,830 | $18.4M |
| TOP Private Wealth LLC. | 17.62% | — | 209,007 | $18.4M |
| Moulton Wealth Management, Inc. | 12.03% | Add +127.3% | 207,915 | $18.3M |
| Mutual Advisors, LLC | 0.34% | Add +13.6% | 205,218 | $18.0M |
| NovaPoint Capital, LLC | 3.73% | Add +2.1% | 204,030 | $17.9M |
| Curtis Advisory Group, LLC | 3.47% | Reduce -11.4% | 203,168 | $17.9M |
| Convergence Financial, LLC | 1.41% | Add +32.4% | 201,965 | $17.7M |
| Hopwood Nicholas Hunter | 4.82% | Add +87.0% | 199,881 | $17.6M |
| Citizens Financial Group Inc. | 0.21% | Add +11.2% | 198,111 | $17.4M |
| OMNI 360 Wealth, Inc. | 8.04% | Add +12.2% | 198,077 | $17.4M |
| Mattson Financial Services, LLC | 3.63% | Add +7.0% | 196,513 | $17.4M |
| Tidemark, LLC | 3.89% | Add +11.9% | 196,696 | $17.3M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 8.11% | New | 196,397 | $17.3M |
| Independent Wealth Network Inc. | 4.39% | Reduce -1.5% | 196,308 | $17.3M |
| &partners | 0.07% | Add +10.2% | 196,615 | $17.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +10.4% | 194,935 | $17.1M |
| SK Wealth Management, LLC | 3.83% | Add +92.5% | 186,676 | $17.0M |
| Tortoise Investment Management, LLC | 1.25% | Reduce -2.7% | 190,204 | $16.7M |
| SkyOak Wealth, LLC | 2.73% | Reduce -0.8% | 189,822 | $16.7M |
| Blair William & Co. | 0.04% | Add +3.6% | 188,833 | $16.6M |
| Fortitude Financial, LLC | 14.85% | Reduce -11.2% | 188,087 | $16.5M |
| Trajan Wealth LLC | 0.62% | Add +214.3% | 187,165 | $16.4M |
| Hobbs Group Advisors, LLC | 4.32% | Reduce -1.8% | 186,649 | $16.4M |
| Valmark Advisers, Inc. | 0.17% | Add +5.3% | 185,101 | $16.3M |
| Brio Consultants, LLC | 1.89% | Add +21.3% | 183,922 | $16.2M |
| Keystone Financial Services, LLC | 9.69% | Reduce -0.1% | 183,436 | $16.1M |
| Integrity Advisory Solutions, LLC | 1.66% | Add +28.6% | 183,088 | $16.1M |
| Sheets Smith Wealth Management | 1.60% | Reduce -0.4% | 181,706 | $16.0M |
| Advyzon Investment Management, LLC | 1.16% | Add +20.0% | 181,454 | $15.9M |
| Arwa LLC | 6.55% | Reduce -12.8% | 178,654 | $15.8M |
| Advisory Services Network, LLC | 0.18% | Add +0.9% | 179,337 | $15.8M |
| Chatterton & Associates Inc. | 9.23% | Add +91.1% | 177,211 | $15.7M |
| Kohmann Bosshard Financial Services, LLC | 1.32% | Reduce -2.5% | 177,517 | $15.6M |
| Spectrum Planning & Advisory Services Inc. | 6.98% | Add +137.0% | 177,442 | $15.6M |
| Balefire, LLC | 2.54% | Add +69.7% | 177,210 | $15.6M |
| Pure Financial Advisors, LLC | 0.20% | Add +45.6% | 175,951 | $15.5M |
| United Asset Strategies, Inc. | 1.09% | Reduce -1.7% | 175,724 | $15.4M |
| Meridian Wealth Management, LLC | 0.48% | Reduce -3.0% | 174,804 | $15.4M |
| Paladin Wealth, LLC | 8.91% | Add +12.3% | 174,264 | $15.3M |
| CSM Advisors, LLC | 0.33% | No change | 174,083 | $15.3M |
| Rational Advisors, Inc. | 1.47% | Reduce -9.9% | 173,941 | $15.3M |
| Towercrest Capital Management | 2.13% | Add +3.2% | 173,788 | $15.3M |
| SeedSafe Financial LLC | 10.93% | Add +6.5% | 172,714 | $15.2M |
| Financial Futures Ltd Liability Co. | 5.74% | Reduce -0.3% | 171,527 | $15.1M |
| Abound Financial, LLC | 5.99% | Reduce -1.7% | 171,027 | $15.0M |
| GenWealth Group, Inc. | 2.33% | Reduce -1.2% | 170,111 | $14.9M |
| Renaissance Technologies | 0.02% | Add +17.2% | 169,691 | $14.9M |
| Cannon Wealth Management Services, LLC | 8.14% | Add +2.8% | 169,315 | $14.9M |
| Pinnacle Wealth Planning Services, Inc. | 1.41% | Add +1.3% | 168,853 | $14.8M |
| Apollon Wealth Management, LLC | 0.18% | Add +13.1% | 165,902 | $14.6M |
| PAX Financial Group, LLC | 2.16% | Add +40.7% | 165,376 | $14.5M |
| Slagle Financial, LLC | 4.30% | Reduce -2.5% | 163,506 | $14.4M |
| Stone Summit Wealth LLC | 3.62% | Add +2.6% | 162,191 | $14.3M |
| JNBA Financial Advisors | 1.08% | Add +16.0% | 162,121 | $14.2M |
| Pathstone Holdings, LLC | 0.04% | Add +10.0% | 160,649 | $14.1M |
| Albion Financial Group | 0.82% | Add +738.7% | 160,482 | $14.1M |
| Axxcess Wealth Management, LLC | 0.22% | Add +1.8% | 160,282 | $14.1M |
| JBR Co Financial Management Inc | 5.13% | Add +18.0% | 159,875 | $14.0M |
| Blue Bell Private Wealth Management, LLC | 1.75% | Add +14.2% | 159,494 | $14.0M |
| DAVENPORT & Co LLC | 0.07% | Add +4.8% | 158,414 | $13.9M |
| Cutler Investment Counsel LLC | 1.30% | Add +7.9% | 157,363 | $13.8M |
| Wise Wealth Partners | 23.26% | Reduce -38.9% | 155,711 | $13.7M |
| Summit Financial, LLC | 0.15% | Add +11.8% | 155,676 | $13.7M |
| Rainier Family Wealth Inc. | 7.76% | Add +4.8% | 155,238 | $13.6M |
| 49 Wealth Management, LLC | 2.60% | Reduce -89.0% | 155,008 | $13.6M |
| Alongside, LLC | 2.60% | — | 155,008 | $13.6M |
| Arax Advisory Partners | 0.09% | Add +412.9% | 154,993 | $13.6M |
| Black Swift Group, LLC | 1.96% | Add +3.4% | 154,046 | $13.5M |
| Marathon Strategic Advisors, LLC | 7.61% | Reduce -1.3% | 153,363 | $13.5M |
| Savvy Advisors, Inc. | 0.29% | Add +0.7% | 153,247 | $13.5M |
| Patriot Financial Group Insurance Agency, LLC | 1.36% | Reduce -33.8% | 150,877 | $13.3M |
| WealthPoint Financial, LLC | 9.64% | Add +69.0% | 150,414 | $13.2M |
| Wealthcare Capital Partners, LLC | 5.46% | Add +0.1% | 150,263 | $13.2M |
| Ridgeline Wealth, LLC | 7.71% | Add +0.1% | 150,016 | $13.2M |
| Redwood Investment Management, LLC | 1.30% | Add +62.1% | 148,796 | $13.1M |
| Pine Valley Investments Ltd Liability Co | 0.55% | Add +1.5% | 147,160 | $12.9M |
| Clarity Retirement & Wealth, LLC | 8.93% | Add +6.2% | 147,034 | $12.9M |
| Astoria Portfolio Advisors LLC. | 2.18% | Reduce -27.3% | 146,895 | $12.9M |
| Money Concepts Capital Corp. | 0.60% | Add +13.2% | 146,258 | $12.9M |
| Gambit Capital Management, LLC | 7.49% | Add +3.6% | 146,217 | $12.8M |
| Corient Private Wealth LP | 0.02% | Reduce -38.1% | 145,061 | $12.7M |
| One Degree Advisors Inc | 2.83% | Add +2.3% | 144,457 | $12.7M |
| Metis Global Partners, LLC | 0.28% | Add +926.9% | 142,447 | $12.5M |
| Fosun International Ltd | 3.03% | New | 142,160 | $12.5M |
| Perennial Advisors, LLC | 1.92% | Add +47.5% | 140,225 | $12.3M |
| Sutton Place Investors LLC | 5.94% | Add +28.4% | 139,693 | $12.3M |
| Stonehaven Wealth & Tax Solutions, LLC | 9.82% | Add +1.3% | 139,469 | $12.3M |
| Theory Financial LLC | 3.86% | Add +67.0% | 139,379 | $12.2M |
| BIP Wealth, LLC | 0.35% | Add +13.9% | 139,300 | $12.2M |
| Alliance Wealth Management Group | 2.36% | Add +1.7% | 138,155 | $12.1M |
| HBK Investments L P | 0.16% | Add +14.2% | 137,616 | $12.1M |
| Venture Visionary Partners LLC | 0.33% | Add +1.7% | 135,710 | $11.9M |
| GTS Securities LLC | 0.25% | Add +10.9% | 135,694 | $11.9M |
| Sanchez Wealth Management Group | 2.07% | Add +35.6% | 134,586 | $11.8M |
| Evolution Wealth Management Inc. | 6.95% | Add +25.3% | 134,440 | $11.8M |
| Alesco Advisors, LLC, An ESL Co | 0.27% | Reduce -4.2% | 131,665 | $11.6M |
| Steelhead Wealth Management LLC | 4.66% | New | 131,652 | $11.6M |
| Naples Global Advisors, LLC | 0.71% | Add +1.3% | 131,558 | $11.6M |
| Agur Provident & Training Funds Management Ltd. | 62.39% | — | 1,391,894 | $11.5M |
| Strategic Advisors LLC | 2.49% | Reduce -0.5% | 129,607 | $11.4M |
| Guardian Asset Advisors, LLC | 5.22% | Add +7.6% | 128,758 | $11.3M |
| Tower View Wealth Management LLC | 4.93% | Add +2.7% | 127,446 | $11.2M |
| FSB Premier Wealth Management, Inc. | 3.13% | Reduce -5.8% | 126,464 | $11.1M |
| Columbia River Financial Group, LLC | 5.91% | Reduce -0.1% | 125,249 | $11.0M |
| Schwallier Wealth Management LLC | 6.95% | Add +394.5% | 125,145 | $11.0M |
| Arvest Investments, Inc. | 1.32% | Add +3.2% | 124,408 | $10.9M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +17.9% | 121,857 | $10.7M |
| Arq Wealth Advisors, LLC | 1.32% | Add +9.9% | 121,370 | $10.7M |
| WorthPointe, LLC | 2.68% | Add +6.9% | 121,212 | $10.7M |
| Upper Left Wealth Management, LLC | 5.90% | Add +0.5% | 121,120 | $10.6M |
| Flynn Zito Capital Management, LLC | 2.89% | Reduce -1.4% | 120,886 | $10.6M |
| NorthCrest Asset Manangement, LLC | 0.27% | Add +100.8% | 119,868 | $10.6M |
| XY Planning Network, Inc. | 1.33% | Add +104.7% | 120,473 | $10.6M |
| Abound Wealth Management | 2.10% | Add +17.6% | 120,207 | $10.6M |
| Cordoba Advisory Partners LLC | 2.24% | Reduce -4.9% | 120,183 | $10.6M |
| Cooper Capital Advisors LLC | 4.56% | Add +4.2% | 119,650 | $10.5M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +24.3% | 119,311 | $10.5M |
| River Street Advisors LLC | 3.06% | Add +5.5% | 118,387 | $10.4M |
| Crestwood Advisors Group, LLC | 0.15% | Reduce -8.0% | 118,234 | $10.4M |
| Welch Capital Partners LLC | 2.03% | Reduce -1.8% | 117,765 | $10.3M |
| StoneCrest Wealth Management, Inc. | 3.29% | Reduce -8.3% | 117,314 | $10.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.39% | Reduce -4.8% | 116,985 | $10.3M |
| Foundations Investment Advisors, LLC | 0.11% | Reduce -1.9% | 116,689 | $10.3M |
| Clarus Wealth Advisors | 3.94% | Reduce -0.6% | 116,667 | $10.2M |
| Cobblestone Asset Management LLC | 4.27% | Add +1.6% | 116,376 | $10.2M |
| Compound Planning, Inc. | 0.27% | Add +34.0% | 116,373 | $10.2M |
| 6th Street Advisors, LLC | 5.86% | Reduce -0.8% | 115,973 | $10.2M |
| Bull Oak Capital, LLC | 3.39% | Reduce -1.4% | 115,774 | $10.2M |
| FFG Retirement Advisors LLC | 5.35% | Add +25.1% | 115,034 | $10.1M |
| Ethos Financial Group, LLC | 0.67% | Reduce -17.6% | 114,227 | $10.0M |
| Trademark Financial Management, LLC | 4.10% | Add +16.1% | 113,887 | $10.0M |
| Hollencrest Capital Management | 0.66% | Reduce -14.2% | 113,533 | $10.0M |
| Independence Wealth Advisors, LLC | 5.00% | Add +268.7% | 113,481 | $10.0M |
| Worth Asset Management, LLC | 3.18% | Add +4.5% | 113,145 | $9.9M |
| Guardian Wealth Advisors, LLC / NC | 0.56% | Add +2.4% | 112,634 | $9.9M |
| Elevated Capital Advisors, LLC | 2.71% | Reduce -10.8% | 111,996 | $9.8M |
| Mma Asset Management LLC | 3.13% | Reduce -0.6% | 111,749 | $9.8M |
| Optima Capital LLC | 3.87% | Add +6.3% | 111,637 | $9.8M |
| BlackDiamond Wealth Management, LLC | 3.96% | Reduce -13.3% | 107,665 | $9.8M |
| Absolute Capital Management, LLC | 2.39% | Add +5.2% | 108,983 | $9.6M |
| CacheTech Inc. | 1.55% | Add +4.0% | 108,682 | $9.6M |
| Morling Financial Advisors, LLC | 2.65% | Reduce -1.1% | 108,424 | $9.5M |
| Evergreen Capital Management LLC | 0.17% | Add +0.0% | 108,344 | $9.5M |
| ERn Financial, LLC | 1.57% | Add +5.8% | 108,169 | $9.5M |
| WealthPLAN Partners, LLC | 1.79% | Add +58.5% | 106,502 | $9.4M |
| Wealthcare Capital Management LLC | 0.89% | Add +1.6% | 106,384 | $9.3M |
| Vantage Point Financial LLC | 2.84% | Add +13.1% | 105,897 | $9.3M |
| Adams Wealth Management | 1.78% | Add +1.1% | 105,611 | $9.3M |
| Talon Private Wealth, LLC | 1.08% | Reduce -1.4% | 105,474 | $9.3M |
| E&G Advisors, LLC | 1.78% | Add +13.2% | 105,138 | $9.2M |
| Lighthouse Financial Services Inc. | 1.93% | Add +1.5% | 104,481 | $9.2M |
| Firethorn Wealth Partners, LLC | 2.94% | Add +3.4% | 103,875 | $9.1M |
| Apeiron RIA LLC | 2.33% | Reduce -21.6% | 103,448 | $9.1M |
| Centaurus Financial, Inc. | 0.35% | Reduce -8.9% | 102,623 | $9.0M |
| Bison Wealth, LLC | 0.83% | Add +86.2% | 101,837 | $9.0M |
| Trinity Wealth Management, LLC | 2.86% | Add +2.5% | 102,436 | $9.0M |
| Transamerica Financial Advisors, LLC | 0.76% | Reduce -2.0% | 102,252 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +21.9% | 102,154 | $9.0M |
| Parallel Advisors, LLC | 0.14% | Add +45.2% | 100,977 | $8.9M |
| Values Added Financial LLC | 3.20% | Reduce -0.3% | 100,964 | $8.9M |
| Quantinno Capital Management LP | 0.01% | Add +54.7% | 100,153 | $8.8M |
| Tempus Wealth Planning, LLC | 1.72% | Add +47.9% | 100,050 | $8.8M |
| Advisors Preferred, LLC | 1.36% | No change | 100,005 | $8.8M |
| Wealth Management Resources, Inc. | 2.70% | Add +6.6% | 99,508 | $8.7M |
| SageView Advisory Group, LLC | 0.28% | Add +538.7% | 98,451 | $8.7M |
| Turning Point Benefit Group, Inc. | 3.72% | Reduce -30.6% | 98,369 | $8.6M |
| Dearborn Partners LLC | 0.49% | Add +28.9% | 98,271 | $8.6M |
| Nations Financial Group Inc, /Ia/ | 0.41% | Reduce -9.5% | 97,784 | $8.6M |
| Regal Investment Advisors LLC | 0.44% | Reduce -2.5% | 96,590 | $8.5M |
| Apollon Financial, LLC | 1.00% | Reduce -13.6% | 96,546 | $8.5M |
| Tandem Investment Partners LLC | 6.53% | Add +2.9% | 96,466 | $8.5M |
| ATX Financial Planning, LLC | 5.57% | Add +25.6% | 95,848 | $8.4M |
| Ameritas Advisory Services, LLC | 0.17% | Add +109.8% | 95,483 | $8.4M |
| Compass Wealth Management LLC | 1.59% | Add +8.7% | 95,428 | $8.4M |
| Financial Guidance Group, Inc. | 3.13% | Add +5.2% | 95,230 | $8.4M |
| Curtis Wealth Management LLC | 7.08% | Add +45.1% | 95,034 | $8.4M |
| Kroeger Financial Partners | 8.06% | — | 94,948 | $8.3M |
| Madison Asset Management, LLC | 0.10% | Add +5.2% | 94,837 | $8.3M |
| Range Financial Group LLC | 2.27% | Reduce -0.9% | 94,410 | $8.3M |
| Aspire Private Capital, LLC | 1.70% | Add +3.8% | 93,845 | $8.2M |
| Richardson Financial Services Inc. | 4.67% | Add +5.0% | 93,773 | $8.2M |
| Commonwealth Financial Services, LLC | 1.11% | Add +2.7% | 93,698 | $8.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.4% | 93,449 | $8.2M |
| PCG Wealth Advisors, LLC | 1.83% | Reduce -8.3% | 93,290 | $8.2M |
| TD Capital Management LLC | 0.67% | Add +104.5% | 93,143 | $8.2M |
| Cary Street Partners Investment Advisory LLC | 1.65% | Add +37.0% | 92,767 | $8.2M |
| Fortis Group Advisors, LLC | 1.30% | Add +1.4% | 92,720 | $8.1M |
| Integrated Wealth Management | 8.53% | Add +29.8% | 91,906 | $8.1M |
| Nwam LLC | 0.39% | Add +11.3% | 89,885 | $7.9M |
| Capital Asset Advisory Services LLC | 0.28% | Reduce -4.3% | 89,126 | $7.8M |
| Shepherd Financial Partners LLC | 0.64% | Add +1.7% | 88,978 | $7.8M |
| Boothe Investment Group, Inc. | 2.44% | Reduce -6.7% | 88,218 | $7.8M |
| Howard Bailey Securities, LLC | 2.90% | Reduce -17.5% | 87,972 | $7.7M |
| Meitav Investment House Ltd. | 0.05% | Reduce -0.2% | 87,742 | $7.7M |
| Brown Miller Wealth Management, LLC | 1.94% | Add +6.5% | 87,619 | $7.7M |
| Financial Security Advisor, Inc. | 1.25% | Add +34.5% | 87,337 | $7.7M |
| Midwest Heritage Bank, FSB | 2.15% | Add +0.0% | 86,249 | $7.6M |
| Kanawha Capital Management LLC | 0.49% | Add +7.1% | 84,787 | $7.5M |
| Spartan Wealth Advisory Services LLC | 0.61% | Add +45.4% | 84,142 | $7.4M |
| Alaska Wealth Advisors, LLC | 0.79% | Add +24.9% | 82,873 | $7.3M |
| Smartleaf Asset Management LLC | 0.24% | No change | 83,527 | $7.3M |
| Etesian Wealth Advisors, Inc. | 2.14% | Add +3.5% | 82,399 | $7.2M |
| Financial Solutions Advisory Group, Inc. | 0.92% | Reduce -1.5% | 81,802 | $7.2M |
| Brogan Financial, Inc. | 2.87% | Add +3.0% | 81,365 | $7.2M |
| Golden State Wealth Management, LLC | 0.64% | Add +8.7% | 80,364 | $7.1M |
| Beacon Financial Advisory LLC | 1.39% | Add +36.0% | 80,329 | $7.1M |
| Aldebaran Financial Inc. | 5.69% | Add +16.0% | 79,686 | $7.0M |
| Nvwm, LLC | 1.41% | Add +28.0% | 79,364 | $7.0M |
| Cassilly Financial Group LLC | 4.97% | Add +61.1% | 77,920 | $6.8M |
| Meridian Financial Advisors, LLC | 3.28% | Add +4.7% | 77,729 | $6.8M |
| Horizon Wealth Management, LLC | 0.87% | Add +0.1% | 77,591 | $6.8M |
| Basso Capital Management, L.P. | 1.68% | Add +13218.9% | 77,516 | $6.8M |
| Uniting Wealth Partners, LLC | 1.38% | Add +1.5% | 77,471 | $6.8M |
| BlueChip Wealth Advisors LLC | 2.57% | Add +425.0% | 77,003 | $6.8M |
| Continuum Advisory, LLC | 0.54% | Add +0.6% | 76,643 | $6.7M |
| Tilson Financial Group, Inc. | 1.84% | Add +5.2% | 76,306 | $6.7M |
| Syntegra Private Wealth Group, LLC | 0.52% | Add +6.6% | 76,080 | $6.7M |
| Roan Capital Partners | 5.42% | Add +48.7% | 74,351 | $6.5M |
| Transcendent Capital Group LLC | 2.54% | Reduce -5.0% | 74,203 | $6.5M |
| Timmons Wealth Management, LLC | 4.76% | Add +1.2% | 74,098 | $6.5M |
| Bluespring Wealth Management, LLC | 0.12% | New | 73,871 | $6.5M |
| Truefg, LLC | 1.51% | Add +1.1% | 73,621 | $6.5M |
| Old Second National Bank of Aurora | 1.22% | Add +10.3% | 73,470 | $6.5M |
| Midwest Trust Co | 0.07% | Reduce -0.1% | 73,211 | $6.4M |
| Condor Capital Management | 0.48% | Reduce -13.2% | 73,147 | $6.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -2.2% | 73,087 | $6.4M |
| Clearview Wealth Management LLC | 4.12% | Reduce -2.8% | 72,958 | $6.4M |
| Blue Capital, Inc. | 4.07% | Reduce -1.0% | 72,895 | $6.4M |
| HBK Sorce Advisory LLC | 0.12% | Reduce -0.1% | 70,282 | $6.4M |
| Jackson, Grant Investment Advisers, Inc. | 1.96% | Add +0.1% | 71,895 | $6.3M |
| Carroll Advisory Group, LLC | 2.05% | Reduce -2.2% | 71,069 | $6.2M |
| FWG Investments, LLC. | 3.29% | Add +135.8% | 70,678 | $6.2M |
| Tower Research Capital LLC (TRC) | 0.15% | Add +60031.6% | 70,354 | $6.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.60% | Reduce -4.0% | 69,872 | $6.1M |
| Manhattan West Asset Management, LLC | 1.02% | Add +17.6% | 69,761 | $6.1M |
| Galvin, Gaustad & Stein, LLC | 0.45% | Add +598.8% | 68,838 | $6.0M |
| Parcion Private Wealth LLC | 0.33% | Add +4.4% | 68,621 | $6.0M |
| Capital Investment Advisory Services, LLC | 0.37% | Add +19.1% | 68,616 | $6.0M |
| Pacific Excel Wealth Advisors, Inc. | 2.32% | Add +496.3% | 68,319 | $6.0M |
| Heritage Family Offices, LLP | 2.32% | Add +40.7% | 68,319 | $6.0M |
| Cushing Capital Partners, LLC | 4.11% | Add +6.4% | 67,839 | $6.0M |
| Diversify Advisory Services, LLC | 0.10% | New | 68,442 | $6.0M |
| Diversify Wealth Management, LLC | 0.10% | Reduce -5.3% | 68,442 | $6.0M |
| MN Wealth Advisors, LLC | 2.53% | Add +31.7% | 67,588 | $5.9M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -0.8% | 67,093 | $5.9M |
| Opus Investment Management Inc. | 3.21% | No change | 66,878 | $5.9M |
| Armstrong Advisory Group, Inc. | 0.36% | Reduce -0.3% | 66,850 | $5.9M |
| Hengehold Capital Management LLC | 0.45% | Add +0.9% | 66,654 | $5.9M |
| Vestment Financial LLC | 2.59% | Add +3.0% | 65,392 | $5.8M |
| Downshift Financial, LLC | 2.61% | Add +2.3% | 65,506 | $5.8M |
| Maridea Wealth Management LLC | 0.62% | Add +2.4% | 65,250 | $5.7M |
| URS Advisory LLC | 3.19% | Add +13.8% | 65,208 | $5.7M |
| Portside Wealth Group, LLC | 0.67% | Add +1398.4% | 64,985 | $5.7M |
| Per Stirling Capital Management, LLC. | 0.54% | Reduce -1.0% | 64,635 | $5.7M |
| Silver Oak Securities, Incorporated | 0.34% | Add +14.6% | 64,617 | $5.7M |
| Triad Wealth Partners, LLC | 0.34% | Reduce -68.1% | 63,466 | $5.7M |
| Copia Wealth Management | 3.36% | Reduce -3.1% | 63,616 | $5.6M |
| Rossby Financial, LCC | 1.00% | Add +52.1% | 62,179 | $5.5M |
| Aureum Wealth Management, LLC | 3.38% | Add +3.4% | 62,044 | $5.5M |
| Kingsbury Capital Investment Advisors LLC | 4.60% | Reduce -29.7% | 61,881 | $5.4M |
| KMT Wealth Management, LLC | 4.60% | New | 61,881 | $5.4M |
| Latitude Advisors, LLC | 2.13% | Add +15.3% | 60,659 | $5.3M |
| Transcend Capital Advisors, LLC | 0.36% | Add +18.5% | 60,396 | $5.3M |
| Beaumont Financial Advisors, LLC | 0.34% | Reduce -2.5% | 60,302 | $5.3M |
| Parkway Wealth Management Group, LLC | 0.61% | Add +30.2% | 59,711 | $5.2M |
| Prostatis Group LLC | 1.22% | Add +2.1% | 59,484 | $5.2M |
| Insigneo Advisory Services, LLC | 0.20% | Add +82.8% | 59,269 | $5.2M |
| IMG Wealth Management, Inc. | 2.90% | Add +6.1% | 59,209 | $5.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -2.3% | 59,155 | $5.2M |
| Legacy Capital Group California, Inc. | 1.57% | Reduce -7.1% | 59,104 | $5.2M |
| Courier Capital LLC | 0.26% | Reduce -3.9% | 58,972 | $5.2M |
| Fonville Wealth Management LLC | 0.85% | Reduce -1.6% | 58,952 | $5.2M |
| High Probability Advisors, LLC | 0.55% | Add +6.2% | 58,738 | $5.2M |
| Lunt Capital Management, Inc. | 1.89% | Reduce -0.7% | 58,616 | $5.2M |
| SHUTTLEWORTH & Co | 4.09% | Add +18.5% | 58,247 | $5.1M |
| Asempa Wealth Advisors | 3.89% | Add +26.6% | 58,066 | $5.1M |
| Davidson Kempner Capital Management LP | 0.13% | No change | 57,850 | $5.1M |
| Lebenthal Global Advisors, LLC | 0.69% | Add +8.8% | 57,838 | $5.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +10.1% | 57,833 | $5.1M |
| Modera Wealth Management, LLC | 0.05% | Reduce -5.3% | 57,542 | $5.1M |
| New Jersey Better Educational Savings Trust | 8.12% | No change | 57,427 | $5.0M |
| Compass Financial Management LLC | 0.61% | — | 55,831 | $5.0M |
| Lifeworks Advisors, LLC | 0.52% | Reduce -4.0% | 57,006 | $5.0M |
| Bluesphere Advisors LLC | 1.54% | Reduce -1.0% | 56,776 | $5.0M |
| Ritholtz Wealth Management | 0.07% | Reduce -6.3% | 56,487 | $5.0M |
| Colton Groome Financial Advisors, LLC | 1.19% | Add +4.1% | 56,097 | $4.9M |
| YHB Investment Advisors, Inc. | 0.32% | Add +6.5% | 55,978 | $4.9M |
| Sunpointe, LLC | 1.40% | New | 55,930 | $4.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.13% | Add +1.1% | 55,381 | $4.9M |
| New Wave Wealth Advisors LLC | 1.33% | Add +1057.4% | 55,242 | $4.9M |
| Semitam Bonam LLC | 3.50% | Add +1.9% | 54,270 | $4.8M |
| Harbor Group, Inc. | 0.56% | Add +47.0% | 54,102 | $4.8M |
| Certuity, LLC | 0.23% | Add +0.3% | 53,927 | $4.7M |
| Beacon Financial Group | 0.43% | Add +9.2% | 53,773 | $4.7M |
| Alpha Financial Partners LLC | 2.48% | Reduce -14.3% | 53,760 | $4.7M |
| Bestgate Wealth Advisors, LLC | 7.52% | Reduce -1.7% | 53,698 | $4.7M |
| Compass Financial Group, Inc. | 1.97% | Reduce -2.6% | 53,133 | $4.7M |
| Mather Group, Llc. | 0.04% | Reduce -2.3% | 53,049 | $4.7M |
| PKS Advisory Services, LLC | 0.74% | Add +229.4% | 53,030 | $4.7M |
| HF Advisory Group, LLC | 1.44% | Add +0.8% | 52,889 | $4.6M |
| McHugh Group, LLC | 2.39% | Add +0.3% | 52,685 | $4.6M |
| GeoWealth Management, LLC | 0.15% | Reduce -28.1% | 52,571 | $4.6M |
| Traynor Capital Management, Inc. | 0.22% | Reduce -6.0% | 52,518 | $4.6M |
| Wedbush Securities Inc. | 0.12% | Add +7.6% | 52,331 | $4.6M |
| Imprint Wealth LLC | 18.65% | Add +29.0% | 52,271 | $4.6M |
| Emergent Wealth Advisors, LLC | 2.38% | Add +0.8% | 51,856 | $4.6M |
| Creative Financial Designs Inc. | 0.22% | Add +8.3% | 51,899 | $4.6M |
| Titleist Asset Management, LLC | 0.30% | Add +30.4% | 51,517 | $4.5M |
| Balentine LLC | 0.16% | No change | 51,067 | $4.5M |
| Palatine Hill Wealth Management, LLC | 3.60% | Reduce -0.4% | 50,893 | $4.5M |
| Stratos Investment Management, LLC | 0.16% | Add +5.7% | 50,588 | $4.4M |
| RDA Financial Network | 0.97% | Add +76.3% | 50,563 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Reduce -4.1% | 50,372 | $4.4M |
| Sanchez Gaunt Capital Management, LLC | 2.47% | Add +5.3% | 50,337 | $4.4M |
| Synergy Investment Management, LLC | 1.07% | Reduce -0.5% | 50,136 | $4.4M |
| Dakota Wealth Management | 0.08% | Add +4.1% | 49,965 | $4.4M |
| Phillip James Consulting Co. | 2.93% | New | 49,913 | $4.4M |
| McNamara Financial Services, Inc. | 0.75% | Add +0.1% | 49,792 | $4.4M |
| MSH Capital Advisors LLC | 0.76% | Add +0.6% | 49,713 | $4.4M |
| Catalyst Private Wealth, LLC | 2.10% | No change | 49,489 | $4.3M |
| Trek Financial, LLC | 0.22% | Reduce -3.4% | 49,271 | $4.3M |
| ACT Advisors, LLC. | 1.42% | Reduce -1.7% | 48,719 | $4.3M |
| CAP Partners, LLC | 2.09% | Add +18.4% | 48,680 | $4.3M |
| Oregon Pacific Wealth Management, LLC | 4.01% | Add +3.3% | 48,632 | $4.3M |
| International Private Wealth Advisors LLC | 2.19% | Add +1.8% | 48,511 | $4.3M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +3.7% | 48,063 | $4.2M |
| Centennial Advisors, LLC | 5.00% | Add +5.5% | 47,649 | $4.2M |
| First Trust Advisors LP | 0.00% | Reduce -1.2% | 47,450 | $4.2M |
| Avantax Planning Partners, Inc. | 0.10% | Reduce -1.4% | 47,320 | $4.2M |
| PCB Capital LLC | 5.06% | Add +23.6% | 47,249 | $4.2M |
| Vectors Research Management, LLC | 1.08% | Reduce -5.5% | 47,187 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.2% | 47,105 | $4.1M |
| ETF Store, Inc. | 3.42% | Add +18.5% | 46,521 | $4.1M |
| Gilbert & Cook, Inc. | 0.47% | Add +3.5% | 46,324 | $4.1M |
| NewEdge Wealth, LLC | 0.04% | Add +1.9% | 46,269 | $4.1M |
| Cape Investment Advisory, Inc. | 1.08% | Add +4.5% | 46,081 | $4.0M |
| Insight Advisors, LLC/ PA | 0.71% | Add +3.0% | 46,057 | $4.0M |
| Stevens Capital Partners | 0.77% | Reduce -9.7% | 46,019 | $4.0M |
| Laurel Oak Wealth Management, LLC | 0.59% | Reduce -21.7% | 45,772 | $4.0M |
| New Insight Wealth Advisors | 1.17% | Add +4.3% | 45,219 | $4.0M |
| Endurance Services Ltd | 0.61% | Add +135.4% | 45,200 | $4.0M |
| Empowered Funds, LLC | 0.02% | Add +966.5% | 45,200 | $4.0M |
| Jackson Wealth Management, LLC | 2.31% | Reduce -91.7% | 44,742 | $3.9M |
| SMART Wealth LLC | 0.85% | Add +42.3% | 44,687 | $3.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +785.3% | 44,621 | $3.9M |
| Cresset Asset Management, LLC | 0.01% | Add +972.2% | 44,507 | $3.9M |
| Garden State Investment Advisory Services LLC | 0.76% | New | 44,115 | $3.9M |
| MBM Wealth Consultants, LLC | 0.75% | Reduce -6.1% | 44,032 | $3.9M |
| HWG Holdings LP | 0.87% | Reduce -9.3% | 43,989 | $3.9M |
| Bluestem Financial Advisors, LLC | 1.35% | Reduce -3.5% | 43,984 | $3.9M |
| Secure Asset Management, LLC | 0.54% | Add +108.4% | 43,824 | $3.9M |
| Fiscal Wisdom Wealth Management, LLC | 3.26% | Reduce -0.8% | 43,783 | $3.8M |
| Wright Wealth LLC | 2.29% | Add +2.2% | 43,370 | $3.8M |
| Maple Capital Management, Inc. | 0.22% | Add +13.2% | 43,108 | $3.8M |
| Apella Capital, LLC | 0.05% | Add +0.1% | 42,839 | $3.8M |
| Certior Financial Group, LLC | 2.04% | New | 42,418 | $3.7M |
| Clarity Financial LLC | 0.32% | Reduce -4.6% | 42,059 | $3.7M |
| Renasant Bank | 2.37% | Add +2.6% | 41,962 | $3.7M |
| Vickerman Investment Advisors, Inc. | 0.71% | Reduce -7.4% | 41,439 | $3.6M |
| Cambient Family Office, LLC | 0.44% | No change | 40,918 | $3.6M |
| JDM Financial Group LLC | 1.22% | Add +0.0% | 40,698 | $3.6M |
| Wagner Wealth Management, Corp | 2.88% | Add +4.7% | 40,594 | $3.6M |
| RMR Wealth Builders | 0.22% | Add +0.7% | 40,370 | $3.5M |
| Intrepid Financial Planning Group LLC | 1.20% | Add +1.4% | 40,283 | $3.5M |
| JSF Financial, LLC | 0.57% | Reduce -2.2% | 40,159 | $3.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +219.8% | 40,127 | $3.5M |
| Key Client Fiduciary Advisors, LLC | 1.01% | Add +15.9% | 39,644 | $3.5M |
| Csenge Advisory Group | 0.14% | Add +2.2% | 39,434 | $3.5M |
| Annex Advisory Services, LLC | 0.06% | Add +9.5% | 38,978 | $3.4M |
| USAdvisors Wealth Management, LLC | 0.98% | Reduce -0.9% | 38,911 | $3.4M |
| Range Advisory, LLC | 0.41% | Add +65.5% | 38,788 | $3.4M |
| Alliance Wealth Advisors, LLC | 0.64% | New | 38,656 | $3.4M |
| Connecticut Wealth Management, LLC | 0.13% | Reduce -2.9% | 38,552 | $3.4M |
| Magnolia Private Wealth, LLC | 1.86% | Add +390.7% | 38,552 | $3.4M |
| Vivid Wealth Management, LLC | 1.18% | Add +3.9% | 38,253 | $3.4M |
| Private Advisory Group LLC | 0.19% | Add +17.4% | 38,107 | $3.3M |
| Novus Advisors, LLC | 6.98% | Add +2.5% | 38,097 | $3.3M |
| Hofer & Associates. Inc | 1.62% | Add +4.2% | 38,066 | $3.3M |
| World Equity Group, Inc. | 0.74% | Add +193.9% | 37,691 | $3.3M |
| Facet Wealth, Inc. | 0.05% | Add +22.1% | 37,653 | $3.3M |
| Triumph Capital Management | 0.60% | Add +11.3% | 37,615 | $3.3M |
| Waterfront Wealth Inc. | 0.51% | Add +5.1% | 37,202 | $3.3M |
| Corundum Group, Inc. | 0.97% | Add +10.9% | 37,204 | $3.3M |
| Corsicana & Co. | 1.58% | Add +80.0% | 37,177 | $3.3M |
| Resurgent Financial Advisors LLC | 0.91% | Add +46.5% | 37,161 | $3.3M |
| American Financial Advisors, LLC | 0.39% | Reduce -0.2% | 36,840 | $3.2M |
| Tounjian Advisory Partners, LLC | 1.37% | New | 36,543 | $3.2M |
| Americana Partners, LLC | 0.07% | Reduce -20.5% | 36,494 | $3.2M |
| IFC & Insurance Marketing, Inc. | 2.82% | Reduce -1.9% | 36,487 | $3.2M |
| Fortitude Family Office, LLC | 0.63% | Reduce -2.4% | 36,479 | $3.2M |
| Spectrum Strategic Capital Management, LLC | 1.58% | Reduce -15.9% | 36,224 | $3.2M |
| C M Bidwell & Associates Ltd. | 1.30% | Add +10.3% | 36,219 | $3.2M |
| Pinnacle Family Advisors, LLC | 1.33% | Add +22.1% | 36,204 | $3.2M |
| Asset Allocation & Management Company, LLC | 1.04% | New | 36,130 | $3.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.48% | Add +109.1% | 35,980 | $3.2M |
| Twin Peaks Wealth Advisors, LLC | 0.71% | Add +11.6% | 35,872 | $3.2M |
| Summit Financial Wealth Advisors, LLC | 0.40% | Add +8.3% | 35,704 | $3.1M |
| Elevation Wealth Management LLC | 2.34% | Add +7.1% | 35,632 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +15.3% | 35,608 | $3.1M |
| Aspen Wealth Strategies, LLC | 1.51% | Add +9.0% | 35,468 | $3.1M |
| TriCert Investment Counsel Inc. | 0.29% | — | 35,373 | $3.1M |
| Arista Wealth Management, LLC | 0.33% | No change | 35,309 | $3.1M |
| M Holdings Securities, Inc. | 0.42% | Add +5.1% | 35,412 | $3.1M |
| Worth Financial Advisory Group, LLC | 1.28% | New | 35,080 | $3.1M |
| Wescott Financial Advisory Group, LLC | 0.24% | Reduce -14.3% | 35,074 | $3.1M |
| Caitlin John, LLC | 1.68% | Add +128.6% | 34,753 | $3.1M |
| Westover Capital Advisors, LLC | 0.51% | Reduce -6.8% | 34,647 | $3.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.29% | No change | 34,566 | $3.0M |
| LifeWealth Investments, LLC | 0.81% | Reduce -29.7% | 34,487 | $3.0M |
| Prosperity Consulting Group, LLC | 0.11% | Add +30.5% | 34,465 | $3.0M |
| Ieq Capital, LLC | 0.01% | Add +7.5% | 34,302 | $3.0M |
| Global Assets Advisory, LLC | 0.66% | New | 34,223 | $3.0M |
| Pitti Group Wealth Management, LLC | 2.19% | Add +1.2% | 34,236 | $3.0M |
| Financial Advisory Partners, LLC | 0.78% | Add +7.7% | 34,128 | $3.0M |
| HRT Financial LP | 0.01% | New | 34,082 | $3.0M |
| Sound Income Strategies, LLC | 0.13% | Add +1212.8% | 34,028 | $3.0M |
| MidFirst Bank | 0.21% | Reduce -7.0% | 33,986 | $3.0M |
| Norden Group LLC | 0.24% | Add +36.8% | 33,976 | $3.0M |
| Private Trust Co. NA | 0.24% | Reduce -2.8% | 33,950 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Add +27.0% | 33,910 | $3.0M |
| Brookwood Investment Group LLC | 0.34% | Add +1.4% | 33,770 | $3.0M |
| Key Capital Management, INC | 1.52% | Add +298.4% | 33,523 | $2.9M |
| Main Street Financial Solutions, LLC | 0.19% | Add +437.9% | 33,411 | $2.9M |
| Caliber Wealth Management, LLC / KS | 0.28% | Add +75.7% | 33,292 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.15% | No change | 33,163 | $2.9M |
| Midwest Financial Network, LLC | 1.96% | Add +186.5% | 32,724 | $2.9M |
| Squarepoint Ops LLC | 0.01% | New | 32,669 | $2.9M |
| Gould Capital, LLC | 1.60% | Add +2.9% | 32,657 | $2.9M |
| Cooper Financial Group | 0.24% | Add +1.6% | 32,428 | $2.8M |
| Acorn Financial Advisory Services Inc. | 0.38% | Reduce -36.9% | 32,272 | $2.8M |
| Sigma Planning Corp | 0.07% | Add +36.6% | 32,043 | $2.8M |
| American Investment Services, Inc. | 0.59% | Reduce -0.9% | 32,000 | $2.8M |
| Realta Investment Advisors | 0.87% | Reduce -9.4% | 31,992 | $2.8M |
| Integrity Wealth Solutions LLC | 1.04% | Add +3.2% | 31,980 | $2.8M |
| Financial Planning Navigators CORP | 1.05% | Add +16.7% | 31,899 | $2.8M |
| Indivisible Partners | 0.16% | Add +35.2% | 31,685 | $2.8M |
| Empirical Asset Management, LLC | 0.62% | Add +52.7% | 31,231 | $2.7M |
| HORAN Wealth, LLC | 0.34% | Add +12.3% | 31,039 | $2.7M |
| Butensky & Cohen Financial Security, Inc. | 0.67% | Reduce -1.5% | 30,898 | $2.7M |
| One Capital Management, LLC | 0.08% | No change | 35,262 | $2.7M |
| Strategic Financial Concepts, LLC | 0.80% | Reduce -7.0% | 30,439 | $2.7M |
| Sovran Advisors, LLC | 0.20% | Add +5.8% | 30,659 | $2.7M |
| Seal Cove Capital, LLC | 2.05% | Add +0.3% | 30,370 | $2.7M |
| Citigroup Inc. | 0.00% | Add +24.7% | 30,262 | $2.7M |
| Strategic Wealth Partners, Ltd. | 0.16% | Reduce -2.2% | 30,231 | $2.7M |
| Retirement Planning Group, LLC | 0.07% | Reduce -2.3% | 30,115 | $2.6M |
| Sharkey, Howes & Javer | 0.32% | Add +118.2% | 30,077 | $2.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -21.9% | 29,979 | $2.6M |
| Schrum Private Wealth Management LLC | 2.70% | Reduce -26.7% | 38,552 | $2.6M |
| Narus Financial Partners, LLC | 0.68% | Add +2.1% | 29,904 | $2.6M |
| Frisco Financial Planning LLC | 1.97% | Add +15.8% | 29,690 | $2.6M |
| My Personal CFO, LLC | 1.02% | Reduce -0.2% | 29,656 | $2.6M |
| Ethic Inc. | 0.03% | Add +162.9% | 29,547 | $2.6M |
| Outlook Wealth Advisors, LLC | 0.56% | Add +23.5% | 29,453 | $2.6M |
| Riggs Asset Managment Co. Inc. | 0.46% | Add +187.2% | 29,403 | $2.6M |
| Silverlake Wealth Management LLC | 0.49% | Add +10.4% | 29,380 | $2.6M |
| Kavar Capital Partners Group, LLC | 0.32% | Add +0.0% | 29,333 | $2.6M |
| Cascade Financial Partners, LLC | 0.22% | Add +3.3% | 29,324 | $2.6M |
| Inspire Advisors, LLC | 0.18% | Reduce -7.1% | 29,299 | $2.6M |
| Investment Management Trust, LLC | 2.30% | Add +14.9% | 29,147 | $2.6M |
| LexAurum Advisors, LLC | 0.30% | Reduce -1.8% | 29,069 | $2.6M |
| United Advisor Group, LLC | 0.27% | Add +50.5% | 28,949 | $2.5M |
| Nemes Rush Group LLC | 0.21% | Add +16.2% | 28,443 | $2.5M |
| Fulcrum Equity Management | 2.01% | Add +50.7% | 28,313 | $2.5M |
| Archer Investment Management, LLC | 0.85% | Reduce -20.4% | 28,310 | $2.5M |
| Barnes Wealth Management Group, Inc | 1.15% | Add +6.2% | 28,303 | $2.5M |
| October Effect Ltd | 2.32% | Reduce -4.0% | 28,091 | $2.5M |
| Koshinski Asset Management, Inc. | 0.13% | Add +5.1% | 28,048 | $2.5M |
| J. M. Brown & Associates Inc. | 1.41% | — | 27,994 | $2.5M |
| Orion Capital Management LLC | 0.76% | Add +209.3% | 27,856 | $2.4M |
| Prospect Financial Services LLC | 1.24% | Add +4.0% | 27,762 | $2.4M |
| Inscription Capital, LLC | 0.22% | Reduce -0.1% | 27,674 | $2.4M |
| First Nebraska Trust Co | 0.20% | Add +213.8% | 27,660 | $2.4M |
| Moors & Cabot, Inc. | 0.09% | Add +7.6% | 27,636 | $2.4M |
| SBI Securities Co., Ltd. | 0.06% | Reduce -3.7% | 27,523 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +2.9% | 27,505 | $2.4M |
| Wealthgarden F.S. LLC | 1.37% | Add +32.4% | 27,488 | $2.4M |
| Evanson Financial, LLC | 0.12% | — | 27,436 | $2.4M |
| Boulder Wealth Advisors, LLC | 0.87% | Add +682.0% | 27,231 | $2.4M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -7.6% | 27,184 | $2.4M |
| Aspen Wealth Management LLC | 0.40% | Reduce -0.1% | 27,103 | $2.4M |
| Red Crane Wealth Management, LLC | 1.74% | Add +1.2% | 26,979 | $2.4M |
| Mezzasalma Advisors, LLC | 0.47% | New | 26,880 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.31% | Add +13.1% | 26,974 | $2.4M |
| Mission Wealth Management, LP | 0.03% | Add +36.1% | 26,608 | $2.3M |
| WealthShield Partners, LLC | 0.36% | Reduce -7.1% | 26,589 | $2.3M |
| Root Financial Partners, LLC | 0.09% | Add +3.7% | 26,295 | $2.3M |
| Teamwork Financial Advisors, LLC | 0.21% | Reduce -0.5% | 26,172 | $2.3M |
| Holistic Financial Partners | 1.40% | No change | 25,989 | $2.3M |
| Access Financial Services, Inc. | 0.75% | Add +2.3% | 25,952 | $2.3M |
| Blue Edge Capital, LLC | 0.27% | Add +129.2% | 25,911 | $2.3M |
| Stegent Equity Advisors, Inc. | 1.63% | Reduce -4.1% | 25,910 | $2.3M |
| TrueWealth Advisors, LLC | 0.51% | Reduce -0.6% | 25,786 | $2.3M |
| VCI Wealth Management LLC | 0.57% | Reduce -2.1% | 25,718 | $2.3M |
| Acorn Wealth Advisors, LLC | 0.55% | Add +15.2% | 25,695 | $2.3M |
| Pinion Investment Advisors, LLC | 0.43% | Add +14.3% | 25,669 | $2.3M |
| Cardiff Park Advisors, LLC | 0.17% | Add +86.8% | 25,513 | $2.2M |
| Sfm, LLC | 1.15% | Add +126.1% | 25,432 | $2.2M |
| Fulcrum Capital LLC | 0.45% | No change | 25,338 | $2.2M |
| Vista Investment Management | 0.67% | Reduce -0.5% | 25,081 | $2.2M |
| Rooted Wealth Advisors, Inc. | 0.54% | Reduce -0.0% | 25,070 | $2.2M |
| Advisor Resource Council | 0.73% | Add +46.4% | 24,810 | $2.2M |
| Global Endowment Management, LP | 0.22% | Add +93.0% | 24,926 | $2.2M |
| Redwood Financial Network Corp | 1.21% | Add +2.6% | 24,821 | $2.2M |
| Shaker Investments LLC | 0.78% | Add +4.2% | 24,757 | $2.2M |
| RIA Advisory Group LLC | 0.48% | Reduce -4.4% | 24,648 | $2.2M |
| Spirepoint Private Client, LLC | 0.18% | Add +2.1% | 24,611 | $2.2M |
| Ranch Capital Advisors Inc. | 0.68% | Add +5.9% | 24,466 | $2.2M |
| Spire Wealth Management | 0.06% | Add +45.7% | 24,366 | $2.1M |
| Alteri Wealth LLC | 0.59% | Add +45.0% | 24,360 | $2.1M |
| ZEGA Investments, LLC | 0.36% | Add +23.5% | 24,357 | $2.1M |
| Raab & Moskowitz Asset Management LLC | 0.43% | Reduce -5.0% | 24,283 | $2.1M |
| Sig Brokerage, LP | 0.34% | No change | 24,000 | $2.1M |
| Vanguard Advisers Inc. | 0.01% | Reduce -0.2% | 23,932 | $2.1M |
| Goodman Financial Corp | 0.33% | Reduce -28.9% | 23,925 | $2.1M |
| MFG Wealth Management, Inc. | 1.50% | Add +0.8% | 23,856 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +34.9% | 23,856 | $2.1M |
| Treasure Coast Financial Planning | 1.02% | Reduce -2.9% | 23,693 | $2.1M |
| Medallion Wealth Advisors, LLC | 0.65% | Reduce -5.7% | 23,533 | $2.1M |
| CGN Advisors LLC | 0.15% | Add +1.4% | 23,389 | $2.1M |
| Woodmont Investment Counsel LLC | 0.11% | Reduce -1.0% | 23,298 | $2.0M |
| Callan Family Office, LLC | 0.04% | New | 23,181 | $2.0M |
| Triton Financial Group Inc | 1.16% | Reduce -48.4% | 23,020 | $2.0M |
| Concord Wealth Partners | 0.23% | Reduce -4.8% | 23,015 | $2.0M |
| Harmony Asset Management LLC | 0.54% | Add +0.0% | 22,986 | $2.0M |
| Uptick Partners, LLC | 0.31% | Reduce -85.0% | 22,779 | $2.0M |
| Foronjy Financial LLC | 0.72% | Reduce -2.6% | 22,376 | $2.0M |
| Fermata Advisors, LLC | 0.39% | Reduce -7.0% | 21,952 | $1.9M |
| APS Management Group, Inc. | 1.48% | Reduce -1.4% | 21,893 | $1.9M |
| Peck Wealth Management, LLC | 1.62% | Add +22.5% | 21,885 | $1.9M |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1.34% | Reduce -7.3% | 21,756 | $1.9M |
| Hutchens & Kramer Investment Management Group, LLC | 0.51% | Add +28.8% | 21,750 | $1.9M |
| Invested Advisors | 1.69% | Reduce -9.6% | 21,724 | $1.9M |
| Prosperity Financial Group, Inc. | 0.59% | Add +3.1% | 21,722 | $1.9M |
| LBMC Investment Advisors, LLC | 0.10% | Add +1.8% | 21,565 | $1.9M |
| Founders Financial Securities LLC | 0.10% | Reduce -1.4% | 21,486 | $1.9M |
| Selby Wealth Management, LLC | 0.67% | Add +66.6% | 21,470 | $1.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.44% | Add +289.7% | 21,374 | $1.9M |
| Whittier Trust Co. | 0.02% | Reduce -3.4% | 21,062 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | New | 21,026 | $1.8M |
| GK Wealth Management LLC | 1.12% | New | 21,019 | $1.8M |
| Brighton Jones LLC | 0.03% | Add +11.7% | 20,943 | $1.8M |
| Mendel Money Management | 0.67% | Add +14.7% | 20,889 | $1.8M |
| Town Capital LLC | 1.16% | Reduce -6.8% | 20,784 | $1.8M |
| Concord Asset Management, LLC | 0.28% | Reduce -3.1% | 20,782 | $1.8M |
| Hartford Financial Management Inc. | 0.40% | Add +2.6% | 20,625 | $1.8M |
| Cullen Investment Group, LTD. | 0.22% | Add +12.2% | 20,614 | $1.8M |
| Wilkins Miller Wealth Management, LLC | 0.99% | Add +1.4% | 20,542 | $1.8M |
| Wealth Group Ltd | 0.34% | Reduce -0.2% | 20,361 | $1.8M |
| Legacy Edge Advisors, LLC | 0.16% | Add +0.1% | 20,352 | $1.8M |
| Collier Financial | 1.21% | Reduce -2.4% | 20,188 | $1.8M |
| Great Lakes Retirement, Inc. | 0.16% | Reduce -18.2% | 20,111 | $1.8M |
| GoalVest Advisory LLC | 0.33% | No change | 20,093 | $1.8M |
| Coldstream Capital Management Inc. | 0.02% | New | 19,987 | $1.8M |
| Landmark Wealth Management, LLC | 0.42% | Reduce -4.8% | 19,833 | $1.7M |
| Orgel Wealth Management, LLC | 0.03% | Add +62.0% | 19,735 | $1.7M |
| Keystone Wealth Services, LLC | 0.32% | Add +1.6% | 19,720 | $1.7M |
| Trivant Custom Portfolio Group, LLC | 0.92% | Add +3.2% | 19,667 | $1.7M |
| FLP Wealth Management, LLC | 3.05% | Add +78.0% | 19,533 | $1.7M |
| Ruggiero Investments, Inc. | 1.45% | Add +254.8% | 19,489 | $1.7M |
| Old Mission Capital LLC | 0.04% | New | 19,438 | $1.7M |
| Richard W. Paul & Associates, LLC | 0.52% | Reduce -1.3% | 19,408 | $1.7M |
| Impact Partnership Wealth, LLC | 0.17% | Add +8.5% | 19,378 | $1.7M |
| Smith, Moore & Co. | 0.11% | Add +1.2% | 19,353 | $1.7M |
| MAI Capital Management | 0.01% | Add +27.6% | 19,290 | $1.7M |
| Puff Wealth Management, LLC | 1.72% | — | 19,237 | $1.7M |
| Stonebridge Financial Group, LLC | 0.23% | — | 19,202 | $1.7M |
| Storen Legacy Partners, LLC | 0.46% | Add +0.6% | 19,148 | $1.7M |
| Seeds Investor LLC | 0.17% | Add +53.6% | 19,042 | $1.7M |
| Stirlingshire Investments, Inc. | 1.24% | Reduce -1.8% | 18,988 | $1.7M |
| Quest 10 Wealth Builders, Inc. | 1.28% | Add +3.1% | 18,794 | $1.7M |
| QRG Capital Management, Inc. | 0.01% | Add +21.9% | 18,755 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -16.3% | 18,614 | $1.6M |
| Bright Futures Wealth Management, LLC. | 1.06% | Add +235.1% | 18,592 | $1.6M |
| Kathmere Capital Management, LLC | 0.09% | Add +6.6% | 18,556 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.16% | Add +0.0% | 18,485 | $1.6M |
| WealthPlan Investment Management, LLC | 0.08% | Add +5.8% | 18,358 | $1.6M |
| Anchor Investment Management, LLC | 0.12% | Reduce -1.4% | 18,039 | $1.6M |
| Pacific Financial Group Inc. | 0.76% | Add +163.5% | 18,015 | $1.6M |
| Orin Green Financial, LLC | 0.58% | Reduce -0.5% | 17,911 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.30% | Add +10.9% | 17,880 | $1.6M |
| Shared Vision Wealth Group LLC | 0.54% | New | 17,862 | $1.6M |
| Flagship Private Wealth, LLC | 0.55% | Add +7.0% | 17,707 | $1.6M |
| Watershed Private Wealth LLC | 0.44% | Reduce -5.0% | 17,698 | $1.6M |
| Axiom Financial Strategies, LLC | 0.49% | Add +3.5% | 17,677 | $1.6M |
| XTX Topco Ltd | 0.02% | Add +35.3% | 17,576 | $1.5M |
| Resonant Capital Advisors, LLC | 0.07% | No change | 17,515 | $1.5M |
| Sequent Planning LLC | 0.33% | Add +326.0% | 17,482 | $1.5M |
| Bensler, LLC | 0.13% | Reduce -1.6% | 17,362 | $1.5M |
| Asset Dedication, LLC | 0.10% | Add +139.4% | 17,299 | $1.5M |
| Wallace Advisory Group, LLC | 1.42% | New | 17,193 | $1.5M |
| Clear Point Advisors Inc. | 1.34% | New | 17,172 | $1.5M |
| Ciovacco Capital Management LLC | 0.67% | Reduce -2.7% | 17,149 | $1.5M |
| FSA Advisors, Inc. | 0.69% | Reduce -1.2% | 17,029 | $1.5M |
| StoneX Group Inc. | 0.06% | Add +52.7% | 16,966 | $1.5M |
| Donaldson Capital Management, LLC | 0.04% | Add +70.3% | 16,852 | $1.5M |
| Kingdom Financial Group LLC. | 0.38% | Add +6.0% | 16,836 | $1.5M |
| tru Independence LLC | 0.65% | Reduce -1.0% | 16,834 | $1.5M |
| Blue Jean Financial LLC | 1.03% | Reduce -4.6% | 16,784 | $1.5M |
| Thompson Davis & Co., Inc. | 0.87% | Add +0.8% | 16,575 | $1.5M |
| W.H. Cornerstone Investments Inc. | 0.82% | Add +0.2% | 16,504 | $1.5M |
| Foresight Capital Management Advisors, Inc. | 0.70% | New | 16,478 | $1.4M |
| Millennium Capital Advisors, LLC | 0.78% | Add +0.2% | 16,349 | $1.4M |
| Wellington-Altus USA Inc. | 1.02% | Reduce -4.6% | 18,692 | $1.4M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -0.6% | 16,065 | $1.4M |
| TLWM | 0.23% | Add +5.0% | 16,031 | $1.4M |
| Verdence Capital Advisors LLC | 0.07% | Add +21.7% | 15,897 | $1.4M |
| Stewardship Advisors, LLC | 0.29% | Add +29.9% | 15,843 | $1.4M |
| Sykon Capital LLC | 0.43% | Reduce -95.2% | 15,744 | $1.4M |
| Retirement Planning Co of New England, Inc. | 0.50% | Add +2.4% | 15,708 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.14% | Reduce -1.4% | 15,705 | $1.4M |
| Alamar Capital Management, LLC | 0.70% | Reduce -2.1% | 15,700 | $1.4M |
| Ayalon Insurance Comp Ltd. | 0.17% | No change | 15,660 | $1.4M |
| BankPlus Trust Department | 0.32% | Reduce -7.0% | 15,635 | $1.4M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Add +8.9% | 15,623 | $1.4M |
| Fisher Asset Management | 0.00% | Add +120.0% | 15,505 | $1.4M |
| LongView Wealth Management | 0.35% | Add +25.6% | 15,502 | $1.4M |
| Strong Retirement Solutions LLC | 0.82% | Add +9.9% | 15,482 | $1.4M |
| Nicholas Wealth, LLC. | 0.74% | Add +9.7% | 15,453 | $1.4M |
| Financial Management Network Inc. | 0.19% | Add +7.7% | 15,486 | $1.4M |
| Asio Capital, LLC | 0.17% | Add +69.0% | 15,230 | $1.3M |
| Ellenbecker Investment Group | 0.16% | New | 15,200 | $1.3M |
| Wall Street Financial Group, Inc. | 0.71% | Add +44.4% | 15,094 | $1.3M |
| Kachkovsky & Fisher, Inc. | 1.27% | — | 14,980 | $1.3M |
| Gotham Asset Management | 0.00% | No change | 14,937 | $1.3M |
| Summit Investment Advisory Services, LLC | 0.33% | Reduce -1.5% | 14,889 | $1.3M |
| Quadcap Wealth Management, LLC | 0.13% | Reduce -3.4% | 14,689 | $1.3M |
| Allworth Financial LP | 0.01% | Add +16.8% | 14,654 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.12% | Reduce -0.4% | 14,548 | $1.3M |
| LOM Asset Management Ltd | 0.33% | No change | 14,500 | $1.3M |
| MBE Wealth Management, LLC | 0.45% | Add +4.4% | 14,463 | $1.3M |
| WealthCare Investment Partners, LLC | 0.31% | Reduce -1.7% | 14,462 | $1.3M |
| PGIM Custom Harvest LLC | 0.02% | Add +339.0% | 14,398 | $1.3M |
| Keybank National Association | 0.00% | Add +79.1% | 14,398 | $1.3M |
| Fingerlakes Wealth Management, Inc. | 0.68% | Add +0.2% | 14,373 | $1.3M |
| Professional Financial Advisors, LLC | 0.22% | Add +2.3% | 14,370 | $1.3M |
| Brooklyn FI, LLC | 0.23% | Add +37.5% | 14,285 | $1.3M |
| Orographic Financial Advisors, LLC | 0.83% | Reduce -1.4% | 13,815 | $1.3M |
| Accurate Wealth Management, LLC | 0.12% | Reduce -13.3% | 14,016 | $1.2M |
| Voisard Asset Management Group, Inc. | 0.23% | Reduce -2.2% | 14,063 | $1.2M |
| Embree Financial Group | 0.12% | Reduce -0.2% | 14,010 | $1.2M |
| Regimen Wealth, LLC | 0.33% | Add +47.1% | 13,929 | $1.2M |
| Visionary Wealth Advisors | 0.05% | Add +1.8% | 13,872 | $1.2M |
| 4WEALTH Advisors, Inc. | 0.93% | Reduce -0.1% | 13,945 | $1.2M |
| Estate Counselors, LLC | 0.10% | Reduce -1.1% | 13,666 | $1.2M |
| Strategic Investment Advisors / MI | 0.07% | Add +34.9% | 13,652 | $1.2M |
| Kestra Investment Management, LLC | 0.02% | Add +49.1% | 13,606 | $1.2M |
| Matrix Trust Co | 0.17% | New | 13,571 | $1.2M |
| G&S Capital LLC | 0.34% | Add +11.5% | 13,493 | $1.2M |
| Cornerstone Planning Group LLC | 0.15% | Add +2.8% | 13,453 | $1.2M |
| Weaver Consulting Group | 0.24% | New | 13,440 | $1.2M |
| Rockwood Wealth Management, LLC | 0.07% | Add +14.4% | 13,376 | $1.2M |
| Serenus Wealth Advisors, LLC | 0.20% | Reduce -11.9% | 13,355 | $1.2M |
| New England Asset Management Inc. | 0.14% | No change | 13,330 | $1.2M |
| Smith Asset Management Co., LLC | 0.90% | Add +10.2% | 13,001 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.04% | No change | 12,988 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.32% | Add +1.9% | 12,970 | $1.1M |
| Whelan Financial | 0.31% | Reduce -10.8% | 12,918 | $1.1M |
| A4 Wealth Advisors LLC | 0.76% | Reduce -49.4% | 12,847 | $1.1M |
| Stokes Family Office, LLC | 0.13% | Add +20.4% | 12,712 | $1.1M |
| Community Bank, N.A. | 0.12% | Reduce -0.5% | 12,670 | $1.1M |
| Invst, LLC | 0.11% | Add +5.3% | 12,592 | $1.1M |
| Jacobson & Schmitt Advisors, LLC | 0.18% | Add +0.4% | 12,546 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.24% | Add +6.3% | 12,544 | $1.1M |
| Fiduciary Financial Group, LLC | 0.12% | Reduce -3.8% | 12,537 | $1.1M |
| 360 Financial, Inc. | 0.28% | Reduce -12.1% | 12,347 | $1.1M |
| Leigh Baldwin & Co., LLC | 0.58% | Reduce -1.7% | 12,329 | $1.1M |
| Montgomery Financial Services LLC | 0.94% | — | 12,313 | $1.1M |
| Athena Wealth Management, LLC | 0.80% | Add +0.5% | 12,237 | $1.1M |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -0.2% | 12,159 | $1.1M |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -1.5% | 13,956 | $1.1M |
| FFG Partners, LLC | 0.31% | New | 12,151 | $1.1M |
| Capital Investment Advisors, LLC | 0.01% | Add +14.2% | 12,129 | $1.1M |
| Asset One Wealth Management LLC | 0.11% | Reduce -2.5% | 11,969 | $1.1M |
| Schorn Wealth LLC | 0.28% | Add +0.1% | 12,075 | $1.1M |
| TD Waterhouse Canada Inc. | 0.00% | Add +5.9% | 12,075 | $1.1M |
| Five Oceans Advisors | 0.34% | Add +0.6% | 12,052 | $1.1M |
| Beckerman Institutional, LLC | 0.50% | No change | 11,958 | $1.1M |
| McMill Wealth Management | 0.25% | Reduce -0.5% | 9,521 | $1.0M |
| Deutsche Bank AG | 0.00% | Add +6.4% | 11,807 | $1.0M |
| Delta Wealth Advisors LLC | 0.74% | Add +5.4% | 11,802 | $1.0M |
| Next Level Wealth Planning, LLC | 0.45% | No change | 11,696 | $1.0M |
| Twin Focus Capital Partners, LLC | 0.10% | No change | 11,650 | $1.0M |
| AMJ Financial Wealth Management | 0.24% | No change | 13,305 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.7% | 11,568 | $1.0M |
| PlanVest Financial, Inc | 0.68% | Reduce -0.3% | 11,519 | $1.0M |
| McLaughlin Asset Management, Inc. | 0.70% | Add +15.2% | 11,500 | $1.0M |
| Liberty Wealth Management LLC | 0.13% | No change | 13,168 | $1.0M |
| POM Investment Strategies, LLC | 1.14% | Add +1.8% | 11,432 | $1.0M |
| Carmel Capital Partners, LLC | 0.33% | Add +0.1% | 11,329 | $996K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.2% | 11,289 | $992K |
| KPP Advisory Services LLC | 0.13% | Add +17.0% | 11,265 | $990K |
| Troutman Wealth Management, LLC | 0.76% | Reduce -0.7% | 11,244 | $988K |
| Lockerman Financial Group, Inc. | 1.50% | Add +0.2% | 11,174 | $982K |
| Conservest Capital Advisors, Inc. | 0.08% | Add +106.9% | 11,154 | $980K |
| Commerce Bank | 0.00% | Add +3.5% | 11,010 | $968K |
| Exit Wealth Advisors, LLC. | 0.44% | Reduce -16.2% | 10,996 | $966K |
| Emerald Advisors, LLC | 0.12% | Reduce -10.2% | 10,987 | $966K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +4.6% | 10,898 | $958K |
| Evernest Financial Advisors, LLC | 0.20% | Add +7.7% | 10,766 | $946K |
| Cottage Street Advisors LLC | 0.37% | New | 10,762 | $946K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +20.6% | 10,728 | $943K |
| Kelsey Financial, LLC | 0.72% | Add +0.8% | 10,724 | $942K |
| Key Financial Inc | 0.15% | Add +1.5% | 10,717 | $942K |
| Ascension Capital Advisors, Inc. | 0.26% | New | 10,689 | $939K |
| Global X Japan Co., Ltd. | 0.03% | Add +11.7% | 10,628 | $934K |
| Chemistry Wealth Management LLC | 0.15% | Reduce -4.4% | 10,607 | $932K |
| Defined Wealth Management, LLC | 0.48% | Add +6.9% | 10,524 | $925K |
| Reliant Investment Partners, LLC | 0.63% | No change | 10,494 | $922K |
| Taylor Securities Services, Inc. | 0.37% | Reduce -0.3% | 10,466 | $920K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -78.9% | 10,459 | $919K |
| MJT & Associates Financial Advisory Group, Inc. | 0.61% | No change | 10,452 | $919K |
| Matauro, LLC | 0.12% | New | 10,438 | $917K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +73.3% | 10,422 | $916K |
| Perspective Wealth Advisors LLC | 0.50% | Reduce -4.8% | 10,389 | $913K |
| Barnes Dennig Private Wealth Management LLC | 0.73% | Add +45.9% | 10,323 | $907K |
| Transce3nd, LLC | 8.00% | Reduce -10.3% | 10,203 | $907K |
| Sound Financial Strategies Group, LLC | 0.57% | New | 10,279 | $903K |
| Berger Financial Group, Inc | 0.05% | Add +0.9% | 10,244 | $900K |
| Hughes Financial Services, LLC | 0.12% | Add +4.0% | 10,225 | $899K |
| Roman Butler Fullerton & Co. | 0.21% | Add +1.9% | 10,168 | $897K |
| Vermillion & White Wealth Management Group, LLC | 0.45% | Reduce -4.8% | 10,125 | $890K |
| Hemenway Trust Co LLC | 0.06% | No change | 10,085 | $886K |
| LWM Advisory Services, LLC | 1.58% | New | 10,052 | $883K |
| Eaton-Cambridge Inc. | 0.25% | New | 10,043 | $883K |
| Gross & Hartman Investments LLC | 0.39% | Add +15.1% | 10,038 | $882K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.5% | 9,974 | $877K |
| Abundance Wealth Counselors | 0.06% | Add +28.6% | 9,972 | $876K |
| Simon Quick Advisors, LLC | 0.04% | Add +3.0% | 9,942 | $874K |
| Breachway Investments LLC | 1.31% | Reduce -39.5% | 9,888 | $869K |
| Unify Financial Advisors | 0.80% | Add +29.3% | 9,886 | $869K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.2% | 9,834 | $864K |
| CPC Advisors, LLC | 0.12% | Add +60.9% | 9,833 | $864K |
| RB Capital Management, LLC | 0.17% | Add +10.9% | 9,803 | $861K |
| Sargent Investment Group, LLC | 0.10% | New | 9,780 | $860K |
| Trilogy Capital Inc. | 0.03% | Add +0.1% | 9,652 | $848K |
| SHP Wealth Management | 0.06% | Add +161.1% | 9,625 | $846K |
| Catalyst Financial Partners LLC | 0.08% | Add +67.4% | 9,579 | $842K |
| High Note Wealth, LLC | 0.14% | Add +1.7% | 9,576 | $842K |
| Liberty Atlantic Advisors LLC | 0.60% | Add +1.0% | 9,554 | $840K |
| Financial Network Wealth Advisors LLC | 0.85% | New | 9,553 | $840K |
| Sankala Group LLC | 0.56% | Reduce -0.3% | 9,257 | $837K |
| Sensible Money, LLC | 0.22% | New | 9,513 | $836K |
| Investments & Financial Planning, LLC | 0.39% | Reduce -2.8% | 9,482 | $833K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.8% | 9,478 | $833K |
| FreeGulliver LLC | 0.29% | Reduce -0.1% | 9,429 | $829K |
| William Mack & Associates, Inc. | 0.29% | Add +64.5% | 9,423 | $828K |
| Pioneer Family Office, LLC | 0.43% | Add +2.0% | 9,410 | $827K |
| Visionary Horizons, LLC | 0.35% | Add +73.6% | 9,396 | $826K |
| Targeted Financial Services LLC | 0.61% | Reduce -2.3% | 9,376 | $824K |
| Wellment Financial | 0.94% | Add +3.7% | 9,371 | $824K |
| Signal Tree Financial Partners LLC | 0.55% | Reduce -3.4% | 9,362 | $823K |
| Sovereign Financial Group, Inc. | 0.13% | Add +21.3% | 9,309 | $818K |
| Acropolis Investment Management, LLC | 0.03% | Add +16.4% | 9,293 | $817K |
| Three Seasons Wealth, LLC | 0.07% | Add +5.6% | 9,273 | $815K |
| Optimist Retirement Group LLC | 0.31% | Add +0.1% | 9,268 | $813K |
| Arlington Trust Co LLC | 0.07% | No change | 9,245 | $812K |
| IMA Advisory Services, Inc. | 0.05% | New | 9,126 | $802K |
| Consolidated Capital Management, LLC | 0.21% | Add +0.3% | 9,121 | $802K |
| American Money Management, LLC | 0.11% | Reduce -7.3% | 9,111 | $801K |
| Summit Global Investments | 0.04% | Reduce -1.9% | 9,076 | $798K |
| Shira Ridge Wealth Management | 0.28% | Add +31.2% | 9,075 | $798K |
| Cranbrook Wealth Management, LLC | 0.15% | Add +0.7% | 9,061 | $796K |
| Laurel Wealth Advisors LLC | 0.08% | Add +0.0% | 9,058 | $796K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -1.3% | 9,040 | $794K |
| Beck Capital Management, LLC | 0.15% | Add +90.5% | 9,024 | $793K |
| Summit Financial Strategies, Inc. | 0.06% | No change | 8,986 | $790K |
| Edgestream Partners, L.P. | 0.02% | Add +28.9% | 8,966 | $788K |
| Chris Bulman Inc | 0.28% | Add +0.0% | 8,833 | $776K |
| Qube Research & Technologies Ltd | 0.00% | New | 8,802 | $774K |
| Valeo Financial Advisors, LLC | 0.02% | Add +100.1% | 8,739 | $768K |
| Southland Equity Partners LLC | 0.13% | Add +6.4% | 8,730 | $767K |
| Two West Capital Advisors LLC | 0.38% | Add +18.8% | 8,781 | $767K |
| Corrado Advisors, LLC | 0.35% | Reduce -0.5% | 8,720 | $766K |
| Mission Creek Capital Partners, Inc. | 0.13% | Reduce -6.4% | 8,653 | $760K |
| Russell Investments Group, Ltd. | 0.00% | Add +117.3% | 8,651 | $760K |
| Copley Financial Group, Inc. | 0.46% | Reduce -18.9% | 8,642 | $759K |
| Vontobel Holding Ltd. | 0.00% | No change | 8,567 | $753K |
| Obsidian Cio, LLC | 0.55% | Reduce -23.6% | 8,452 | $743K |
| Joel Adams & Associates, Inc. | 0.47% | Add +33.2% | 8,379 | $736K |
| Prevail Innovative Wealth Advisors, LLC | 0.11% | Add +141.9% | 8,374 | $736K |
| Summit Financial Consulting LLC | 0.50% | Reduce -36.3% | 8,328 | $732K |
| Destiny Capital Corp | 0.34% | Reduce -0.8% | 8,323 | $731K |
| Altrius Capital Management Inc | 0.14% | Reduce -5.4% | 8,278 | $727K |
| Waterway Wealth Management, LLC | 0.15% | Add +10.7% | 8,273 | $727K |
| Zacks Investment Management | 0.01% | Add +107.0% | 8,268 | $727K |
| Wedmont Private Capital | 0.02% | Add +0.6% | 8,125 | $722K |
| Legacy Wealth Partners, LLC | 0.16% | Add +103.4% | 8,212 | $722K |
| Advisors Capital Management, LLC | 0.01% | Add +26.2% | 8,131 | $715K |
| Mach-1 Financial Group, LLC | 0.28% | Reduce -0.7% | 8,111 | $713K |
| Wayfinding Financial, LLC | 0.27% | Add +28.1% | 8,086 | $710K |
| Prospera Financial Services Inc | 0.01% | Reduce -91.5% | 8,061 | $709K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -18.2% | 7,995 | $703K |
| Crew Capital Management, Ltd | 0.38% | Reduce -25.5% | 7,993 | $702K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.1% | 7,914 | $695K |
| Lane Brothers & Co. Inc. | 0.45% | Reduce -20.8% | 7,852 | $690K |
| Madison Wealth Partners, Inc | 0.09% | Add +46.6% | 7,782 | $684K |
| Opulen Financial Group LLC | 0.43% | Add +3.2% | 7,780 | $684K |
| Precision Wealth Strategies, LLC | 0.21% | Reduce -1.8% | 7,770 | $683K |
| Drucker Wealth 3.0, LLC | 0.11% | Reduce -14.6% | 7,744 | $681K |
| HBW Advisory Services LLC | 0.06% | Reduce -4.0% | 7,731 | $679K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +503.0% | 7,731 | $679K |
| Threadgill Financial, LLC | 0.28% | Add +8.7% | 7,694 | $676K |
| Urban Wealth Management, LLC | 0.58% | Reduce -12.0% | 7,595 | $667K |
| Crewe Advisors LLC | 0.05% | Add +89.6% | 7,589 | $667K |
| Curbstone Financial Management Corp | 0.11% | Add +8.4% | 7,588 | $667K |
| Aspiriant, LLC | 0.02% | Reduce -0.9% | 7,577 | $666K |
| Western Financial Corp | 0.19% | Add +52.6% | 7,563 | $665K |
| AssuredPartners Investment Advisors, LLC | 0.06% | Reduce -49.4% | 7,560 | $664K |
| MY Wealth Management Inc. | 0.47% | Add +13.6% | 7,551 | $664K |
| Raleigh Capital Management Inc. | 0.21% | Reduce -10.5% | 7,531 | $662K |
| Jefferies Financial Group Inc. | 0.01% | Add +0.2% | 7,462 | $656K |
| Kovack Advisors, Inc. | 0.03% | Add +2.0% | 7,438 | $653K |
| Cypress Financial Planning LLC | 0.16% | Reduce -2.3% | 7,401 | $650K |
| Rockland Trust Co. | 0.03% | New | 7,387 | $649K |
| SouthState Bank Corp | 0.03% | Add +3451.7% | 7,352 | $646K |
| Protective Life Corp. | 4.60% | Reduce -4.2% | 7,326 | $644K |
| Expressive Wealth LLC | 0.61% | Reduce -1.7% | 7,326 | $644K |
| Manske Wealth Management | 0.16% | Reduce -0.4% | 7,320 | $643K |
| Claro Advisors Inc. | 0.07% | Reduce -0.4% | 7,310 | $642K |
| Accredited Investors Inc. | 0.03% | Reduce -0.1% | 7,304 | $642K |
| Lee Financial Co | 0.08% | New | 7,276 | $639K |
| Cornell Pochily Investment Advisors, Inc. | 0.17% | New | 7,230 | $635K |
| Defender Capital, LLC. | 0.21% | New | 7,200 | $633K |
| Premier Private Wealth Management LLC | 0.55% | Reduce -13.9% | 7,181 | $631K |
| Presper Financial Architects, LLC | 0.33% | No change | 7,148 | $628K |
| Legacy Financial Group LLC | 0.07% | Reduce -2.7% | 7,137 | $627K |
| Provident Wealth Management, LLC | 0.16% | Add +1.5% | 7,132 | $627K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 7,129 | $627K |
| M&T Bank Corp | 0.00% | Reduce -0.5% | 6,996 | $615K |
| HB Wealth Management, LLC | 0.00% | Add +28.6% | 6,981 | $614K |
| Portland Financial Advisors Inc | 1.12% | No change | 6,971 | $613K |
| Culbertson A N & Co. Inc. | 0.07% | Add +163.0% | 6,900 | $606K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -29.4% | 6,854 | $602K |
| Ascentis Wealth Management, LLC | 0.10% | Add +1786.8% | 6,849 | $602K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.3% | 6,837 | $601K |
| Tarbox Family Office, Inc. | 0.09% | Add +14.2% | 6,818 | $599K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -16.9% | 6,808 | $598K |
| Quartz Partners, LLC | 0.20% | Add +77.5% | 6,807 | $598K |
| BAM Wealth Management, LLC | 0.37% | New | 6,773 | $595K |
| Castleview Partners, LLC | 0.26% | Add +31.2% | 6,713 | $590K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -5.8% | 6,632 | $583K |
| Paladin Advisory Group, LLC | 0.39% | Reduce -1.6% | 6,618 | $582K |
| Fortis Advisors, LLC | 0.27% | Add +37.3% | 6,609 | $581K |
| Bernardo Wealth Planning LLC | 0.10% | Add +9.7% | 6,598 | $580K |
| Beta Wealth Group, Inc. | 0.22% | Reduce -2.2% | 6,583 | $578K |
| Lantern Wealth Advisors, LLC | 0.26% | Add +6.3% | 6,580 | $578K |
| Peak Financial Advisors LLC | 0.24% | Add +3.8% | 6,547 | $575K |
| Summit Wealth Group LLC / Co. | 0.05% | Add +0.3% | 6,446 | $567K |
| Trail Ridge Investment Advisors, LLC | 0.24% | Add +46.1% | 6,422 | $564K |
| Lavaca Capital LLC | 0.06% | Reduce -13.1% | 6,412 | $563K |
| Byrne Financial Freedom, LLC | 0.22% | New | 6,358 | $559K |
| Kintra Wealth, LLC | 0.03% | New | 6,087 | $557K |
| Retirement Management Systems Inc. | 0.11% | Add +2.6% | 6,323 | $556K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -28.4% | 6,300 | $554K |
| PFG Private Wealth Management, LLC | 0.24% | Reduce -15.2% | 6,260 | $550K |
| WASHINGTON TRUST Co | 0.02% | Add +50.0% | 6,252 | $549K |
| Nikulski Financial, Inc. | 0.12% | Reduce -12.7% | 6,201 | $545K |
| Northstar Group, Inc. | 0.07% | No change | 6,175 | $543K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 6,170 | $542K |
| FLC Capital Advisors | 0.09% | No change | 6,151 | $541K |
| Destiny Wealth Partners, LLC | 0.08% | Add +0.0% | 6,136 | $539K |
| Trust Co of the South | 0.08% | No change | 6,079 | $534K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -2.1% | 6,070 | $533K |
| MJP Associates Inc. | 0.06% | Add +0.3% | 6,062 | $533K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +3.3% | 6,044 | $531K |
| Cedar Wealth Management, LLC | 0.14% | Add +47.4% | 6,040 | $531K |
| Flower City Capital | 0.23% | No change | 5,974 | $525K |
| Liberty Capital Management, Inc. | 0.09% | — | 5,954 | $523K |
| Laurel Wealth Planning LLC | 0.23% | Reduce -21.5% | 5,941 | $522K |
| Graetz Wealth LLC | 0.42% | Reduce -0.3% | 5,935 | $522K |
| Wilson & Boucher Capital Management, LLC | 0.30% | No change | 5,900 | $518K |
| Newport Capital Group, LLC | 0.29% | New | 5,890 | $518K |
| Councilor Wealth, LLC | 0.21% | Add +0.1% | 5,876 | $516K |
| Fiduciary Group, LLC | 0.04% | Add +0.3% | 5,864 | $515K |
| Freestone Capital Holdings, LLC | 0.01% | Add +69.9% | 5,850 | $514K |
| EJMK Ventures LLC | 0.23% | Reduce -47.9% | 5,701 | $501K |
| Westside Investment Management, Inc. | 0.07% | Add +4.2% | 5,685 | $500K |
| Palisade Capital Management, LP | 0.02% | Reduce -17.6% | 5,657 | $497K |
| Moody National Bank Trust Division | 0.04% | No change | 5,627 | $495K |
| Leavell Investment Management, Inc. | 0.02% | Add +93.2% | 5,603 | $492K |
| Prosperitas Financial LLC | 0.16% | No change | 5,600 | $492K |
| McAdam, LLC | 0.02% | Add +39.4% | 5,583 | $491K |
| Patten Group, Inc. | 0.08% | Add +7.9% | 5,583 | $491K |
| TPG Financial Advisors, LLC | 0.15% | No change | 5,575 | $490K |
| Stephens Inc. | 0.01% | Reduce -6.3% | 5,550 | $488K |
| Potentia Wealth | 0.20% | Reduce -3.3% | 5,524 | $485K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -3.8% | 5,539 | $483K |
| Modus Advisors, LLC | 0.12% | New | 5,463 | $480K |
| Ironwood Financial, llc | 0.08% | Reduce -9.0% | 5,443 | $480K |
| Revisor Wealth Management LLC | 0.12% | New | 5,448 | $479K |
| Sei Investments Co. | 0.00% | Reduce -85.7% | 5,417 | $476K |
| Macroview Investment Management LLC | 0.29% | No change | 5,403 | $475K |
| Vestia Personal Wealth Advisors | 0.18% | Add +13.8% | 91,970 | $470K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -4.1% | 5,311 | $467K |
| Canvas Wealth Advisors, LLC | 0.07% | Reduce -3.5% | 5,307 | $466K |
| Approach Retirement Advisors, LLC | 0.34% | Reduce -0.0% | 5,304 | $466K |
| Laraway Financial Advisors Inc | 0.28% | Reduce -1.2% | 5,267 | $463K |
| Leverty Financial Group, LLC | 0.09% | Reduce -7.8% | 5,266 | $463K |
| Hardy Reed LLC | 0.03% | Add +0.6% | 5,206 | $458K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -82.3% | 5,189 | $456K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 5,170 | $454K |
| Synergy Asset Management, LLC | 0.04% | Add +5.4% | 5,166 | $454K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -2.7% | 5,163 | $454K |
| Helium Advisors LLC | 0.38% | Add +28.7% | 5,158 | $453K |
| Colonial River Investments, LLC | 0.13% | Reduce -2.2% | 5,150 | $453K |
| Traveka Wealth, LLC | 0.15% | No change | 5,134 | $451K |
| Mystic Asset Management, Inc. | 0.10% | Add +3.1% | 5,120 | $450K |
| TCP Asset Management, LLC | 0.05% | Add +26.5% | 5,112 | $449K |
| Xcelsior Advisor Partners LLC | 0.06% | New | 5,094 | $448K |
| Foster & Motley Inc. | 0.02% | Add +22.1% | 5,059 | $445K |
| Romano Brothers and Company | 0.04% | Reduce -0.1% | 5,039 | $443K |
| Bessemer Group Inc. | 0.00% | Reduce -49.2% | 5,020 | $441K |
| Rothschild Wealth LLC | 0.04% | Add +7.3% | 5,004 | $440K |
| Diligent Investors, LLC | 0.10% | No change | 5,000 | $439K |
| Northeast Investment Management | 0.02% | New | 5,000 | $439K |
| SigFig Wealth Management, LLC | 0.01% | Add +30.9% | 5,038 | $439K |
| Santori & Peters, Inc. | 0.12% | No change | 4,984 | $438K |
| Abner Herrman & Brock LLC | 0.04% | No change | 4,950 | $435K |
| Buska Wealth Management, LLC | 0.16% | Reduce -2.1% | 4,938 | $434K |
| Old Port Advisors | 0.08% | New | 4,880 | $429K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 4,876 | $429K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -10.1% | 4,809 | $423K |
| Steigerwald, Gordon & Koch Inc. | 0.04% | Add +0.0% | 4,806 | $422K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.0% | 4,792 | $421K |
| Oppenheimer & Co. Inc. | 0.00% | New | 4,779 | $420K |
| AJ Advisors, LLC | 0.13% | Add +2.5% | 4,755 | $418K |
| Milestone Asset Management, LLC | 0.07% | Reduce -5.3% | 4,740 | $417K |
| Deane Retirement Strategies, Inc. | 0.18% | Reduce -9.6% | 4,723 | $415K |
| James J. Burns & Company, LLC | 0.04% | Add +23.8% | 4,716 | $415K |
| Element Wealth, LLC | 0.16% | Add +6.0% | 4,712 | $414K |
| Mainsail Financial Group, LLC | 0.14% | New | 4,701 | $413K |
| Fiducient Advisors LLC | 0.06% | No change | 4,690 | $412K |
| Rayburn West Financial Services LLC | 0.23% | No change | 4,678 | $411K |
| Widmann Financial Services, Inc. | 0.22% | Add +0.2% | 4,670 | $410K |
| Fulton Bank, N.A. | 0.01% | Add +39.4% | 4,626 | $407K |
| Silver Grove Financial Group, Inc. | 0.22% | Add +19.5% | 4,618 | $406K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +0.1% | 4,587 | $403K |
| Frisch Financial Group, Inc. | 0.07% | Reduce -2.1% | 4,582 | $403K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -5.7% | 4,572 | $402K |
| Florida Financial Advisors, LLC | 0.07% | Add +0.9% | 4,572 | $402K |
| Integrated Advisors Network LLC | 0.02% | Add +43.7% | 4,565 | $401K |
| Guidance Capital, Inc. | 0.09% | Add +7.1% | 4,524 | $400K |
| CIBC Asset Management Inc | 0.00% | No change | 4,532 | $398K |
| Meridian Wealth Advisors, LLC | 0.05% | Add +0.1% | 4,516 | $397K |
| Essex Financial Services, Inc. | 0.02% | Add +72.2% | 4,511 | $396K |
| Inspirion Wealth Advisors, LLC | 0.05% | Add +0.1% | 4,498 | $395K |
| Hurley Capital, LLC | 0.20% | Add +186.3% | 4,446 | $391K |
| Networth Advisors, LLC | 0.23% | Reduce -8.4% | 4,441 | $390K |
| BCGM Wealth Management, LLC | 0.08% | Add +2.8% | 4,414 | $388K |
| Vision Retirement, LLC | 0.09% | No change | 4,410 | $388K |
| Marathon Mission, Inc. | 0.19% | Reduce -1.2% | 4,398 | $386K |
| Howard Capital Management Group, LLC | 0.02% | No change | 4,396 | $386K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | Reduce -0.3% | 4,377 | $385K |
| Bluedoor Private Wealth, LLC | 0.16% | Reduce -0.6% | 4,372 | $384K |
| Magnolia Capital Advisors LLC | 0.07% | Reduce -27.7% | 4,360 | $383K |
| Robinhood Asset Management, LLC | 0.02% | Add +42.8% | 4,321 | $380K |
| Ignite Planners, LLC | 0.05% | Reduce -0.5% | 4,315 | $379K |
| Kesler, Norman & Wride, LLC | 0.06% | New | 4,314 | $379K |
| Crux Wealth Advisors | 0.13% | No change | 4,298 | $378K |
| Cibc World Market Inc. | 0.00% | Add +3.4% | 4,291 | $377K |
| Milestone Asset Management Group, LLC | 0.19% | Reduce -0.9% | 4,281 | $376K |
| Huntleigh Advisors, Inc. | 0.05% | New | 4,254 | $374K |
| Orange Investment Advisors, Inc. | 0.04% | Reduce -95.5% | 4,217 | $371K |
| Platform Technology Partners | 0.06% | Add +2.9% | 4,197 | $369K |
| Vigilare Wealth Management | 0.11% | Reduce -13.0% | 4,192 | $368K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Add +16.5% | 4,153 | $365K |
| Plan A Wealth LLC | 0.15% | Reduce -12.8% | 4,145 | $364K |
| SMI Advisory Services, LLC | 0.06% | Add +8.9% | 4,118 | $364K |
| Successful Portfolios LLC | 0.17% | Reduce -2.4% | 4,089 | $363K |
| Schulz Wealth, LTD. | 0.19% | — | 4,127 | $363K |
| Centric Wealth Management | 0.06% | No change | 4,287 | $362K |
| Global Trust Asset Management, LLC | 0.11% | Reduce -8.8% | 4,093 | $360K |
| Certified Advisory Corp | 0.03% | Reduce -58.6% | 4,092 | $360K |
| Signature Equity Partners, LLC | 0.16% | Reduce -2.7% | 4,083 | $359K |
| PFG Investments, LLC | 0.01% | Add +33.1% | 4,073 | $358K |
| Opus Capital Group, LLC | 0.03% | No change | 4,035 | $355K |
| One Wealth Capital Management, LLC | 0.10% | New | 4,032 | $354K |
| Capital Advisors Inc. | 0.01% | New | 4,009 | $352K |
| Amara Financial, Llc. | 0.21% | Reduce -3.6% | 4,006 | $352K |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.7% | 3,991 | $351K |
| Trivium Point Advisory, LLC | 0.03% | New | 3,986 | $350K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.1% | 3,976 | $349K |
| Titan Global Capital Management USA LLC | 0.04% | New | 3,963 | $348K |
| Signaturefd, LLC | 0.00% | Reduce -4.6% | 3,947 | $347K |
| Wealth Alliance, LLC | 0.03% | Add +34.7% | 3,944 | $347K |
| Harbor Advisory Corp. | 0.09% | No change | 3,936 | $346K |
| Regions Financial Corp. | 0.00% | Add +41.5% | 3,934 | $346K |
| Fortune Financial Advisors, LLC | 0.15% | Add +5.3% | 3,877 | $341K |
| Dagco, Inc. | 0.06% | Add +7.6% | 3,863 | $339K |
| ProVise Management Group, LLC | 0.02% | Add +12.6% | 3,860 | $339K |
| Global Financial Private Client, LLC | 0.09% | Add +38.3% | 3,857 | $339K |
| Pacific Park Financial, Inc. | 0.20% | Reduce -13.0% | 3,848 | $338K |
| Arrowroot Family Office, LLC | 0.10% | No change | 3,843 | $338K |
| Balboa Wealth Partners | 0.05% | Add +3.8% | 3,827 | $336K |
| Argent Trust Co | 0.01% | No change | 3,821 | $336K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,797 | $334K |
| Mendel Capital Management LLC | 0.15% | Add +0.3% | 3,751 | $330K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 3,746 | $329K |
| Nuveen, LLC | 0.00% | New | 3,742 | $329K |
| FF Advisors,LLC | 0.12% | Reduce -1.2% | 3,738 | $328K |
| Buck Wealth Strategies, LLC | 0.03% | Reduce -19.0% | 3,722 | $327K |
| Capasso Planning Partners LLC | 0.16% | Add +5.4% | 3,694 | $325K |
| Clark Asset Management, LLC | 0.03% | Add +22.5% | 3,675 | $323K |
| Peak Retirement Planning, Inc. | 0.05% | Reduce -0.1% | 3,671 | $323K |
| International Assets Investment Management, LLC | 0.02% | Add +159.2% | 3,647 | $320K |
| Founders Financial Alliance, LLC | 0.04% | Add +6.3% | 3,636 | $320K |
| Centennial Bank | 0.10% | New | 3,623 | $318K |
| Plan Group Financial, LLC | 0.07% | Reduce -3.3% | 3,623 | $318K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,617 | $318K |
| Plum Street Advisors, LLC | 0.10% | New | 3,605 | $317K |
| Chesapeake Asset Management LLC | 0.24% | No change | 3,583 | $315K |
| Financial Life Planners | 0.20% | Reduce -39.3% | 3,570 | $314K |
| Asset Advisors Investment Management, LLC | 0.03% | New | 3,549 | $312K |
| Ancora Advisors LLC | 0.01% | Reduce -17.3% | 3,543 | $311K |
| Cedar Point Capital Partners, LLC | 0.18% | Add +17.6% | 3,521 | $309K |
| Private Client Services, LLC | 0.08% | Reduce -5.7% | 3,515 | $309K |
| SlateStone Wealth, LLC | 0.02% | No change | 3,496 | $307K |
| Kirtland Hills Capital Management, LLC | 0.09% | Add +2.7% | 3,477 | $306K |
| Wbi Investments, LLC | 0.08% | Add +5.3% | 3,450 | $303K |
| Green Ridge Wealth Planning LLC | 0.13% | Reduce -15.6% | 3,429 | $301K |
| Lakeshore Financial Planning, Inc. | 0.10% | Add +26.3% | 3,426 | $301K |
| Wrenne Financial Planning LLC | 0.10% | No change | 3,419 | $300K |
| Focused Alpha, LLC | 0.08% | New | 3,414 | $300K |
| Seelaus Asset Management LLC | 0.21% | New | 3,386 | $298K |
| CENTRAL TRUST Co | 0.01% | Add +120.5% | 3,384 | $297K |
| Blue Line Capital, LLC / IL | 0.26% | Add +5.0% | 3,372 | $296K |
| Colter Lewis Investment Partners LLC | 0.13% | No change | 3,366 | $296K |
| Fourpath Capital Management, LLC | 0.04% | Reduce -33.7% | 3,364 | $296K |
| Pictet North America Advisors SA | 0.03% | No change | 3,362 | $295K |
| Somerville Kurt F | 0.07% | No change | 3,350 | $294K |
| Ewa, LLC | 0.05% | Add +20.2% | 3,348 | $294K |
| Kirkwood Financial Services | 0.08% | Add +0.3% | 3,346 | $294K |
| New Harbor Financial Group, LLC | 0.05% | Add +10.4% | 3,344 | $294K |
| Wesbanco Bank Inc. | 0.01% | New | 3,314 | $291K |
| Wealth Watch Advisors, INC | 0.09% | Reduce -44.2% | 3,290 | $289K |
| Tru Independence Asset Management 2, LLC | 0.16% | No change | 3,286 | $289K |
| Glenview Trust Co | 0.00% | Add +0.7% | 3,266 | $287K |
| Tompkins Financial Corp. | 0.02% | New | 3,261 | $287K |
| Brown, Lisle/Cummings, Inc. | 0.06% | New | 3,255 | $286K |
| Shotwell Rutter Baer Inc | 0.16% | Add +3.8% | 3,250 | $286K |
| Citadel Advisors | 0.00% | New | 3,248 | $285K |
| Accel Wealth Management | 0.06% | New | 3,227 | $284K |
| One Charles Private Wealth Services, LLC | 0.07% | New | 3,214 | $282K |
| Box Hill Private Wealth LLC | 0.23% | Add +0.3% | 3,207 | $282K |
| Fusion Family Wealth, LLC | 0.02% | Reduce -0.8% | 3,190 | $280K |
| Traphagen Investment Advisors LLC | 0.02% | New | 3,186 | $280K |
| Guyasuta Investment Advisors Inc. | 0.01% | Reduce -3.3% | 3,175 | $279K |
| Financial Consulate, Inc. | 0.03% | Reduce -1.1% | 3,169 | $278K |
| Zhang Financial LLC | 0.01% | Reduce -20.6% | 3,168 | $278K |
| Presidio Capital Management, LLC | 0.07% | Reduce -3.0% | 3,144 | $276K |
| Choreo, LLC | 0.00% | Reduce -5.1% | 3,123 | $274K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 3,128 | $274K |
| Brown Wealth Management, LLC | 0.06% | Add +5.3% | 3,090 | $272K |
| Compass Financial Group, INC | 0.03% | New | 3,085 | $271K |
| Penbrook Management LLC | 0.17% | Reduce -3.3% | 3,075 | $270K |
| Optivise Advisory Services LLC | 0.14% | Reduce -19.0% | 3,067 | $270K |
| Boomfish Wealth Group, LLC | 0.12% | No change | 3,067 | $270K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -7.8% | 3,056 | $269K |
| Aaron Wealth Advisors LLC | 0.01% | No change | 3,055 | $268K |
| Chesley Taft & Associates LLC | 0.01% | Add +13.3% | 3,025 | $266K |
| Parsons Capital Management Inc. | 0.01% | Add +0.6% | 3,014 | $265K |
| Bawa N Mallick Trust | 0.09% | No change | 3,000 | $264K |
| Monetary Management Group Inc. | 0.05% | New | 3,000 | $264K |
| Princeton Global Asset Management LLC | 0.04% | Add +67.1% | 2,997 | $263K |
| Point Windward Advisors Inc. | 0.12% | Add +14.5% | 2,994 | $263K |
| Cypress Capital Management LLC (WY) | 0.22% | Reduce -4.6% | 2,990 | $263K |
| Moller Wealth Partners | 0.05% | No change | 2,984 | $262K |
| Sequent Asset Management, LLC | 0.11% | No change | 2,983 | $262K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | New | 2,975 | $261K |
| M3 Advisory Group, LLC | 0.14% | No change | 2,975 | $261K |
| Iron Gate Global Advisors LLC | 0.03% | No change | 2,956 | $260K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 2,929 | $257K |
| Kaydan Wealth Management, Inc. | 0.08% | Reduce -0.8% | 2,926 | $257K |
| Rockline Wealth Management, LLC | 0.05% | Add +10.2% | 2,914 | $256K |
| Pallas Capital Advisors LLC | 0.01% | New | 2,912 | $256K |
| Everhart Financial Group, Inc. | 0.02% | Add +2.2% | 2,911 | $256K |
| Brian Low Financial Group, LLC | 0.15% | Reduce -10.6% | 2,900 | $255K |
| F/m Investments LLC | 0.01% | No change | 2,897 | $255K |
| Pennington Partners & Co., LLC | 0.08% | New | 2,894 | $254K |
| Parkside Financial Bank & Trust | 0.02% | Add +3.1% | 2,891 | $254K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Reduce -13.1% | 2,862 | $251K |
| Hippocratic Financial Advisors, LLC | 0.09% | Add +0.3% | 2,860 | $251K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 2,857 | $251K |
| City Center Advisors, LLC | 0.20% | Reduce -8.3% | 2,856 | $251K |
| GSG Advisors LLC | 0.05% | No change | 2,828 | $249K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 2,823 | $248K |
| Innovative Asset Advisors Group, LLC | 0.11% | Reduce -5.0% | 2,819 | $248K |
| Essex Bank | 0.05% | Reduce -1.1% | 2,818 | $248K |
| AlTi Global, Inc. | 0.01% | New | 2,811 | $247K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -23.8% | 2,799 | $246K |
| CogentBlue Wealth Advisors, LLC | 0.14% | No change | 2,796 | $246K |
| Kendall Capital Management | 0.04% | No change | 2,768 | $243K |
| Fagan Associates, Inc. | 0.03% | No change | 2,759 | $242K |
| Coastal Bridge Advisors, LLC | 0.01% | Add +0.0% | 2,747 | $241K |
| Glen Eagle Advisors, LLC | 0.03% | Add +7.3% | 2,733 | $240K |
| Naviter Wealth, LLC | 0.02% | New | 2,727 | $240K |
| Strong Tower Advisory Services | 0.04% | New | 2,724 | $239K |
| Global Trust Wealth Management LLC | 0.16% | New | 2,715 | $239K |
| Winthrop Advisory Group LLC | 0.02% | New | 2,708 | $238K |
| V2 Financial group LLC | 0.09% | No change | 2,705 | $238K |
| City National Bank of Florida | 0.10% | Reduce -0.6% | 2,701 | $237K |
| Godfrey Financial Associates, Inc. | 0.18% | Add +4.2% | 2,697 | $237K |
| Summit Wealth Partners, LLC | 0.03% | New | 2,694 | $237K |
| Kingsman Wealth Management, Inc. | 0.11% | New | 2,693 | $237K |
| Flputnam Investment Management Co. | 0.00% | New | 2,693 | $237K |
| Cypress Capital Group | 0.02% | New | 2,674 | $235K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,652 | $233K |
| Broussard Financial Group LLC | 0.19% | No change | 2,648 | $233K |
| Crusonia Wealth Advisors LLC | 0.04% | New | 2,648 | $233K |
| Great Waters Wealth Management | 0.02% | Reduce -2.0% | 2,617 | $230K |
| MFA Wealth Services | 0.14% | New | 2,612 | $230K |
| Kapstone Financial Advisors LLC | 0.10% | New | 2,610 | $229K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 2,602 | $229K |
| Florida Trust Wealth Management Co | 0.01% | New | 2,581 | $227K |
| Breakwater Investment Management | 0.08% | Reduce -10.6% | 2,580 | $227K |
| Members Trust Co | 0.01% | New | 2,580 | $227K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -33.5% | 2,570 | $226K |
| JMN Financial LLC | 0.17% | Reduce -7.4% | 2,561 | $225K |
| OFS Enterprise LLC | 0.06% | New | 2,546 | $224K |
| Oakwell Private Wealth Management, LLC | 0.04% | New | 2,539 | $223K |
| Next Level Private LLC | 0.04% | New | 2,537 | $223K |
| Strid Group, LLC | 0.02% | New | 2,536 | $223K |
| Note Advisors, LLC | 0.10% | New | 2,519 | $221K |
| New Republic Capital, LLC | 0.05% | New | 2,515 | $221K |
| ORBA Wealth Advisors, L.L.C. | 0.19% | New | 2,495 | $219K |
| Finer Wealth Management, Inc. | 0.10% | New | 2,486 | $218K |
| Financial Gravity Companies, Inc. | 0.03% | — | 2,434 | $214K |
| JB Capital LLC | 0.01% | New | 2,433 | $214K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 2,425 | $213K |
| Baring Financial LLC | 0.12% | New | 2,421 | $213K |
| Apex Wealth Management, LLC | 0.13% | New | 2,414 | $212K |
| Wealthquest Corp | 0.01% | New | 2,408 | $212K |
| Single Point Partners, LLC | 0.04% | New | 2,407 | $212K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 2,400 | $211K |
| Foguth Wealth Management, LLC. | 0.02% | New | 2,410 | $211K |
| Center For Asset Management LLC | 0.09% | New | 2,385 | $210K |
| Strategic Financial Services, Inc. | 0.01% | New | 2,365 | $208K |
| Higgins & Schmidt Wealth Strategies LLC | 0.09% | Reduce -96.9% | 2,364 | $208K |
| Ledyard National Bank | 0.02% | New | 2,360 | $207K |
| Sage Financial Management Group, Inc. | 0.06% | New | 2,350 | $207K |
| GC Wealth Management RIA, LLC | 0.01% | New | 2,334 | $205K |
| Trust Co. of Vermont | 0.01% | — | 2,332 | $205K |
| Optas, LLC | 0.03% | New | 2,330 | $205K |
| Davis R M Inc. | 0.00% | Reduce -16.2% | 2,327 | $204K |
| SageGuard Financial Group, LLC | 0.03% | New | 2,324 | $204K |
| First National Bank of Omaha | 0.01% | Reduce -63.7% | 2,329 | $203K |
| Westmount Partners, LLC | 0.04% | New | 2,302 | $202K |
| Nicollet Investment Management, Inc. | 0.06% | New | 2,300 | $202K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +270.4% | 2,293 | $201K |
| Members Wealth LLC | 0.11% | New | 2,292 | $201K |
| Sugar Maple Asset Management, LLC | 0.13% | New | 2,290 | $201K |
| MRWM Advisors, LLC | 0.08% | New | 2,289 | $201K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,284 | $201K |
| Greenup Street Wealth Management LLC | 0.02% | Reduce -54.0% | 2,281 | $200K |
| Salomon & Ludwin, LLC | 0.02% | Add +44.1% | 2,248 | $197K |
| Bullock Wealth Management Group | 0.08% | Reduce -36.8% | 2,217 | $195K |
| Glassman Wealth Services | 0.02% | No change | 2,205 | $194K |
| Walsh & Associates, LLC | 0.16% | Reduce -23.1% | 2,178 | $191K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,139 | $188K |
| Napier Financial, LLC | 0.04% | Add +5.3% | 2,104 | $185K |
| Blueline Advisors LLC | 0.13% | Add +2.1% | 2,082 | $183K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,076 | $182K |
| Wilkerson Advisory Group LLC | 0.06% | Add +13.9% | 2,075 | $182K |
| Conquis Financial LLC | 0.15% | Add +276.6% | 2,056 | $181K |
| Robinswood Financial LLC | 0.05% | Add +0.3% | 1,941 | $171K |
| Toth Financial Advisory Corp. | 0.02% | Add +104.5% | 1,928 | $169K |
| Graney & King, LLC | 0.06% | No change | 1,910 | $168K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +8.7% | 1,875 | $165K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 1,850 | $163K |
| Quent Capital, LLC | 0.01% | No change | 1,846 | $162K |
| Oakmont Advisory Group, LLC | 0.14% | New | 1,843 | $162K |
| Tsfg, LLC | 0.02% | Add +2321.3% | 1,816 | $160K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,720 | $151K |
| Robbins Farley | 0.06% | New | 1,717 | $151K |
| Winthrop Capital Management, LLC | 0.04% | No change | 1,650 | $145K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | Add +6.8% | 1,559 | $137K |
| Security National Bank of Sioux City Iowa | 0.05% | New | 1,519 | $133K |
| CX Institutional | 0.00% | Reduce -19.3% | 1,512 | $133K |
| Tucker Asset Management LLC | 0.03% | Add +0.1% | 1,501 | $132K |
| LifeSteps Financial, Inc. | 0.06% | New | 1,490 | $131K |
| Darwin Wealth Management, LLC | 0.04% | Reduce -20.3% | 1,488 | $131K |
| Timbuktu Capital Management, LLC | 0.19% | — | 1,466 | $129K |
| Signature Resources Capital Management, LLC | 0.05% | Add +0.6% | 1,452 | $128K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -16.2% | 1,450 | $127K |
| NFSG Corp | 0.02% | Add +0.1% | 1,423 | $125K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,396 | $123K |
| Nepc LLC | 0.00% | Reduce -3.5% | 1,387 | $122K |
| Measured Wealth Private Client Group, LLC | 0.03% | No change | 1,331 | $117K |
| HFM Investment Advisors, LLC | 0.04% | Reduce -41.9% | 1,309 | $115K |
| GAMMA Investing LLC | 0.00% | Add +155.9% | 1,305 | $115K |
| RHL Group, LLC | 0.10% | Add +886.4% | 1,302 | $115K |
| UMB Bank, n.a. | 0.00% | New | 1,296 | $114K |
| Elevation Wealth Partners, LLC | 0.03% | Add +250.6% | 1,276 | $112K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,244 | $109K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,242 | $109K |
| Chilton Capital Management LLC | 0.00% | Add +514.5% | 1,229 | $108K |
| Planning Strategies Inc. | 0.07% | — | 1,200 | $105K |
| Harbor Asset Planning, Inc. | 0.08% | Add +0.3% | 1,198 | $105K |
| FWL Investment Management, LLC | 0.02% | New | 1,192 | $105K |
| Clearstead Trust, LLC | 0.01% | Reduce -8.2% | 1,169 | $103K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | No change | 1,166 | $103K |
| Meramec Financial Planners, LLC | 0.04% | Add +17.7% | 1,177 | $102K |
| Ballast Advisors LLC | 0.02% | No change | 1,165 | $102K |
| TFC Financial Management, Inc. | 0.01% | Reduce -8.1% | 1,130 | $99K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,119 | $98K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | Add +189.0% | 1,107 | $97K |
| Ameriflex Group, Inc. | 0.04% | New | 1,100 | $97K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,091 | $96K |
| Simplex Trading, LLC | 0.00% | Reduce -93.4% | 1,082 | $95K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,077 | $95K |
| Country Trust Bank | 0.00% | New | 1,077 | $95K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 1,054 | $93K |
| Dunhill Financial, LLC | 0.02% | Add +0.3% | 1,009 | $89K |
| RMG Wealth Management LLC | 0.01% | New | 959 | $87K |
| Bogart Wealth, LLC | 0.00% | Add +0.3% | 970 | $85K |
| Align Financial, LLC | 0.04% | No change | 948 | $83K |
| Smithfield Trust Co | 0.00% | No change | 924 | $82K |
| Winch Advisory Services, LLC | 0.02% | Add +0.2% | 924 | $81K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 916 | $80K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 913 | $80K |
| CVA Family Office, LLC | 0.01% | No change | 879 | $77K |
| Principia Wealth Advisory, LLC | 0.04% | Add +48.4% | 871 | $77K |
| Vermillion Wealth Management, Inc. | 0.02% | No change | 859 | $75K |
| Frankly Finances, LLC | 0.06% | New | 842 | $74K |
| Torren Management, LLC | 0.04% | Add +0.2% | 824 | $72K |
| Rothschild Investment LLC | 0.00% | Add +0.2% | 822 | $72K |
| FAS Wealth Partners, Inc. | 0.00% | Add +53.9% | 808 | $71K |
| Basepoint Wealth LLC | 0.04% | No change | 787 | $69K |
| Sachetta, LLC | 0.03% | New | 780 | $69K |
| NorthAvenue LLC | 0.05% | New | 777 | $68K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 766 | $67K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 750 | $66K |
| Commonwealth Retirement Investments LLC | 0.02% | New | 728 | $64K |
| GW&K Investment Management, LLC | 0.00% | No change | 708 | $62K |
| Miller Capital Partners, Inc. | 0.02% | No change | 671 | $59K |
| Delos Wealth Advisors, LLC | 0.03% | No change | 654 | $57K |
| Highline Wealth Partners LLC | 0.01% | Add +256.8% | 653 | $57K |
| North Star Investment Management Corp. | 0.00% | Add +0.2% | 589 | $52K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 589 | $52K |
| Matrix Private Capital Group LLC | 0.02% | No change | 586 | $51K |
| TrustBank | 0.02% | No change | 582 | $51K |
| Pacifica Partners Inc. | 0.02% | No change | 580 | $51K |
| Thompson Investment Management, Inc. | 0.01% | Reduce -29.7% | 568 | $50K |
| Salem Investment Counselors Inc. | 0.00% | New | 563 | $49K |
| Comprehensive Financial Planning, Inc. | 0.03% | No change | 559 | $49K |
| Franklin Resources Inc. | 0.00% | Add +44.7% | 557 | $49K |
| Burnham & Co LLC | 0.04% | — | 550 | $48K |
| Trust Co | 0.00% | No change | 518 | $46K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 515 | $45K |
| SWAN Capital LLC | 0.02% | Add +0.2% | 510 | $45K |
| United Community Bank | 0.01% | Reduce -32.2% | 500 | $44K |
| Heritage Wealth Advisors | 0.00% | Add +1.9% | 493 | $43K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 487 | $43K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 474 | $42K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 463 | $41K |
| Strategic Advocates LLC | 0.16% | Reduce -29.3% | 463 | $41K |
| Vanguard National Trust Co | 0.00% | New | 458 | $40K |
| Valued Wealth Advisors LLC | 0.01% | No change | 433 | $38K |
| WealthCollab, LLC | 0.01% | Add +1957.1% | 432 | $38K |
| StrongBox Wealth, LLC | 0.01% | New | 432 | $38K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 430 | $38K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 429 | $38K |
| Strive Financial Group ,LLC | 0.02% | No change | 408 | $36K |
| Howe & Rusling Inc. | 0.00% | Add +4987.5% | 407 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 400 | $35K |
| Main Street Group, LTD | 0.01% | Add +687.8% | 386 | $34K |
| CDKV Holdings LLC | 0.03% | No change | 378 | $33K |
| 1015 Capital Partners, LLC | 0.03% | New | 374 | $33K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +102.3% | 350 | $31K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 346 | $30K |
| Integrity Financial Corp | 0.01% | New | 330 | $29K |
| Highland Investment Advisors LLC | 0.01% | — | 327 | $29K |
| Gables Capital Management Inc. | 0.01% | New | 302 | $27K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 300 | $26K |
| Blue Trust, Inc. | 0.00% | New | 286 | $25K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 271 | $24K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 270 | $24K |
| Wagner Wealth Management, LLC | 0.00% | Add +49.4% | 269 | $24K |
| SJS Investment Consulting Inc. | 0.00% | No change | 233 | $20K |
| Johnson Financial Group, Inc. | 0.00% | New | 223 | $20K |
| Community Financial Services Group, LLC | 0.00% | No change | 220 | $19K |
| MCF Advisors LLC | 0.00% | No change | 216 | $19K |
| Pacific Center for Financial Services | 0.00% | No change | 212 | $19K |
| Hilton Head Capital Partners, LLC | 0.01% | New | 211 | $19K |
| Bfsg, LLC | 0.00% | Reduce -42.3% | 205 | $18K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 204 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | New | 196 | $17K |
| Roxbury Financial LLC | 0.01% | Add +93.8% | 188 | $16K |
| Rakuten Securities, Inc. | 0.00% | Add +17.1% | 185 | $16K |
| Oakworth Capital, Inc. | 0.00% | Add +2.3% | 176 | $15K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 175 | $15K |
| EPG Wealth Management LLC | 0.00% | Add +1.9% | 164 | $14K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 152 | $13K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 151 | $13K |
| Markowski Investments | 0.00% | — | 150 | $13K |
| Park Square Financial Group, LLC | 0.12% | Reduce -85.5% | 145 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -48.0% | 133 | $12K |
| Mosley Wealth Management | 0.00% | New | 133 | $12K |
| YANKCOM Partnership | 0.00% | No change | 127 | $11K |
| Providence Capital Advisors, LLC | 0.00% | No change | 125 | $11K |
| Rogco, LP | 0.00% | New | 120 | $11K |
| Bravera Wealth | 0.00% | Reduce -60.1% | 110 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 104 | $9K |
| Sfam, LLC | 0.01% | New | 98 | $9K |
| Horizon Financial Services, LLC | 0.00% | Add +1.0% | 98 | $9K |
| Eastern Bank | 0.00% | Reduce -92.6% | 97 | $9K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 93 | $8K |
| Register Financial Advisors LLC | 0.00% | Reduce -74.5% | 82 | $7K |
| Avion Wealth | 0.00% | Add +87.0% | 86 | $7K |
| Birchbrook, Inc. | 0.00% | No change | 76 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 70 | $6K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -54.5% | 60 | $5K |
| First Horizon Corp. | 0.00% | No change | 53 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +0.0% | 52 | $5K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 50 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | Add +85.2% | 50 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 48 | $4K |
| NBT Bank, N.A. | 0.00% | Reduce -95.5% | 47 | $4K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 45 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 43 | $4K |
| Wells Financial Advisors INC | 0.03% | Reduce -42.5% | 42 | $4K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 40 | $4K |
| Horizon Bancorp Inc. | 0.00% | No change | 29 | $3K |
| Millstone Evans Group, LLC | 0.00% | New | 32 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 31 | $3K |
| Bernard Wealth Management Corp. | 0.00% | New | 31 | $3K |
| Topsail Wealth Management, LLC | 0.00% | No change | 31 | $3K |
| Operose Advisors LLC | 0.00% | No change | 30 | $3K |
| Proathlete Wealth Management LLC | 0.00% | Add +4.3% | 24 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 24 | $2K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 21 | $2K |
| LRI Investments, LLC | 0.00% | No change | 22 | $2K |
| Davis Capital Management | 0.00% | No change | 21 | $2K |
| Fairway Wealth LLC | 0.00% | No change | 20 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 14 | $1K |
| DB Fitzpatrick & Co, Inc | 0.00% | No change | 12 | $1K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 10 | $843 |
| Versant Capital Management, Inc | 0.00% | Add +11.1% | 10 | $837 |
| Quaker Wealth Management, LLC | 0.00% | Reduce -35.7% | 9 | $791 |
| Dogwood Wealth Management LLC | 0.00% | No change | 7 | $615 |
| Truvestments Capital LLC | 0.00% | Reduce -94.7% | 4 | $352 |
| Longview Financial Advisors LLC | 0.00% | No change | 3 | $264 |
| NBH Bank | 0.00% | — | 3 | $264 |
| Maseco LLP | 0.00% | No change | 2 | $176 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 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.