CUSIP 78464A813
SPDR SER TR
289 institutions · $805.6M total · 11,308,007 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,630,467 | $137.0M | 14.41% | 2023-06-30 |
| 2 | PNC Financial Services Group, Inc. | 473,850 | $39.8M | 4.19% | 2023-06-30 |
| 3 | MORGAN STANLEY | 427,028 | $35.9M | 3.77% | 2023-06-30 |
| 4 | Crestwood Advisors Group LLC | 421,736 | $35.4M | 3.72% | 2023-06-30 |
| 5 | Resources Investment Advisors, LLC. | 334,385 | $28.1M | 2.95% | 2023-06-30 |
| 6 | AMERIPRISE FINANCIAL INC | 323,739 | $27.2M | 2.86% | 2023-06-30 |
| 7 | DAVENPORT & Co LLC | 276,746 | $23.3M | 2.44% | 2023-06-30 |
| 8 | BANK OF AMERICA CORP /DE/ | 275,130 | $23.1M | 2.43% | 2023-06-30 |
| 9 | RVW Wealth, LLC | 262,035 | $22.0M | 2.31% | 2023-06-30 |
| 10 | UBS Group AG | 255,359 | $21.5M | 2.25% | 2023-06-30 |
| 11 | STATE STREET CORP | 213,692 | $18.0M | 1.88% | 2023-06-30 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 187,506 | $15.8M | 1.65% | 2023-06-30 |
| 13 | WELLS FARGO & COMPANY/MN | 172,701 | $14.5M | 1.52% | 2023-06-30 |
| 14 | Banco Santander, S.A. | 163,710 | $13.8M | 1.44% | 2023-06-30 |
| 15 | CI Private Wealth, LLC | 157,702 | $13.3M | 1.39% | 2023-06-30 |
| 16 | Royal Bank of Canada | 150,050 | $12.6M | 1.32% | 2023-06-30 |
| 17 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 143,372 | $12.0M | 1.26% | 2023-06-30 |
| 18 | Private Advisor Group, LLC | 134,059 | $11.3M | 1.18% | 2023-06-30 |
| 19 | Taylor & Morgan Wealth Management, LLC | 126,611 | $10.6M | 1.11% | 2023-06-30 |
| 20 | Atlas Private Wealth Advisors | 121,036 | $10.2M | 1.07% | 2023-06-30 |
| 21 | Gerber Kawasaki Wealth & Investment Management | 118,479 | $10.0M | 1.04% | 2023-06-30 |
| 22 | JPMORGAN CHASE & CO | 102,166 | $8.6M | 0.90% | 2023-06-30 |
| 23 | Carnegie Capital Asset Management, LLC | 98,102 | $8.2M | 0.86% | 2023-06-30 |
| 24 | FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 95,220 | $8.0M | 0.84% | 2023-06-30 |
| 25 | TRUIST FINANCIAL CORP | 78,615 | $6.6M | 0.69% | 2023-06-30 |
| 26 | Ashton Thomas Private Wealth, LLC | 88,631 | $5.9M | 0.78% | 2024-03-31 |
| 27 | EP Wealth Advisors, LLC | 257,194 | $5.7M | 2.27% | 2023-06-30 |
| 28 | Asset Management Group, Inc. | 67,799 | $5.7M | 0.59% | 2023-06-30 |
| 29 | Aspire Capital Advisors LLC | 66,360 | $5.6M | 0.58% | 2023-06-30 |
| 30 | RAYMOND JAMES & ASSOCIATES | 65,650 | $5.5M | 0.58% | 2023-06-30 |
| 31 | Ironwood Wealth Management, LLC. | 64,745 | $5.4M | 0.57% | 2023-06-30 |
| 32 | GOLDMAN SACHS GROUP INC | 63,839 | $5.4M | 0.56% | 2024-03-31 |
| 33 | Raymond James Financial Services Advisors, Inc. | 63,603 | $5.3M | 0.56% | 2023-06-30 |
| 34 | Cetera Advisor Networks LLC | 61,142 | $5.1M | 0.54% | 2023-06-30 |
| 35 | 1900 WEALTH MANAGEMENT LLC | 62,073 | $5.1M | 0.54% | 2023-06-30 |
| 36 | D.A. DAVIDSON & CO. | 56,852 | $4.8M | 0.50% | 2023-06-30 |
| 37 | JOURNEY STRATEGIC WEALTH LLC | 56,695 | $4.8M | 0.50% | 2023-06-30 |
| 38 | Wall Capital Group, Inc. | 53,045 | $4.4M | 0.46% | 2023-06-30 |
| 39 | Bank of New York Mellon Corp | 44,785 | $3.8M | 0.39% | 2023-06-30 |
| 40 | Merit Financial Group, LLC | 43,381 | $3.6M | 0.38% | 2023-06-30 |
| 41 | Affinity Capital Advisors, LLC | 43,135 | $3.6M | 0.38% | 2023-06-30 |
| 42 | Financial Advocates Investment Management | 42,890 | $3.6M | 0.37% | 2023-06-30 |
| 43 | ADVISOR GROUP HOLDINGS, INC. | 40,606 | $3.4M | 0.35% | 2023-06-30 |
| 44 | HighTower Advisors, LLC | 40,236 | $3.4M | 0.35% | 2023-06-30 |
| 45 | Baird Financial Group, Inc. | 39,008 | $3.3M | 0.34% | 2023-06-30 |
| 46 | TITLEIST ASSET MANAGEMENT, LTD. | 38,109 | $3.1M | 0.33% | 2023-03-31 |
| 47 | IFG Advisors, LLC | 36,822 | $3.1M | 0.32% | 2023-06-30 |
| 48 | Spence Asset Management | 36,376 | $3.1M | 0.32% | 2023-06-30 |
| 49 | Cetera Advisors LLC | 36,181 | $3.0M | 0.31% | 2023-06-30 |
| 50 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35,522 | $3.0M | 0.31% | 2023-06-30 |
| 51 | Beirne Wealth Consulting Services, LLC | 462,337 | $2.9M | 4.08% | 2023-03-31 |
| 52 | AFFINIA FINANCIAL GROUP, LLC | 34,557 | $2.9M | 0.30% | 2023-06-30 |
| 53 | Northeast Financial Consultants Inc | 33,490 | $2.8M | 0.29% | 2023-06-30 |
| 54 | HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 31,434 | $2.6M | 0.27% | 2023-06-30 |
| 55 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 24,983 | $2.5M | 0.22% | 2024-09-30 |
| 56 | Founders Financial Alliance, LLC | 29,469 | $2.5M | 0.26% | 2023-06-30 |
| 57 | Garden State Investment Advisory Services LLC | 27,435 | $2.3M | 0.24% | 2023-06-30 |
| 58 | STIFEL FINANCIAL CORP | 27,045 | $2.3M | 0.23% | 2023-06-30 |
| 59 | AVANTAX ADVISORY SERVICES, INC. | 24,729 | $2.1M | 0.21% | 2023-06-30 |
| 60 | BCGM Wealth Management, LLC | 24,627 | $2.1M | 0.21% | 2023-06-30 |
| 61 | Cyndeo Wealth Partners, LLC | 17,554 | $2.0M | 0.15% | 2023-06-30 |
| 62 | Legacy Private Trust Co. | 23,125 | $1.9M | 0.20% | 2023-06-30 |
| 63 | LBMC INVESTMENT ADVISORS, LLC | 22,994 | $1.9M | 0.20% | 2023-06-30 |
| 64 | Western Wealth Management, LLC | 22,887 | $1.9M | 0.20% | 2023-09-30 |
| 65 | Montz Harcus Wealth Management LLC | 22,588 | $1.9M | 0.19% | 2023-06-30 |
| 66 | TFG Advisers LLC | 21,752 | $1.8M | 0.19% | 2023-06-30 |
| 67 | LEVEL FOUR ADVISORY SERVICES, LLC | 21,467 | $1.8M | 0.18% | 2023-06-30 |
| 68 | DENVER WEALTH MANAGEMENT, INC. | 21,431 | $1.8M | 0.18% | 2023-06-30 |
| 69 | CFM WEALTH PARTNERS LLC | 20,854 | $1.8M | 0.18% | 2023-06-30 |
| 70 | Valeo Financial Advisors, LLC | 20,813 | $1.7M | 0.18% | 2023-06-30 |
| 71 | Carr Financial Group Corp | 20,682 | $1.7M | 0.18% | 2023-06-30 |
| 72 | Northwest Bancshares, Inc. | 19,469 | $1.6M | 0.17% | 2023-06-30 |
| 73 | J.W. COLE ADVISORS, INC. | 19,433 | $1.6M | 0.17% | 2023-06-30 |
| 74 | Equitable Holdings, Inc. | 19,076 | $1.6M | 0.16% | 2023-06-30 |
| 75 | Paulson Wealth Management Inc. | 18,049 | $1.5M | 0.15% | 2023-06-30 |
| 76 | Pinkerton Retirement Specialists, LLC | 17,870 | $1.5M | 0.15% | 2023-06-30 |
| 77 | Bridgeworth, LLC | 17,675 | $1.5M | 0.15% | 2023-06-30 |
| 78 | 626 Financial, LLC | 17,661 | $1.5M | 0.15% | 2023-06-30 |
| 79 | JANE STREET GROUP, LLC | 17,544 | $1.5M | 0.15% | 2023-06-30 |
| 80 | Shoker Investment Counsel, Inc. | 17,111 | $1.4M | 0.15% | 2023-06-30 |
| 81 | DEFINED WEALTH MANAGEMENT, LLC | 15,966 | $1.3M | 0.14% | 2023-06-30 |
| 82 | Advisor Resource Council | 15,827 | $1.3M | 0.13% | 2023-06-30 |
| 83 | FLAGSHIP HARBOR ADVISORS, LLC | 15,424 | $1.3M | 0.13% | 2023-06-30 |
| 84 | Edge Capital Group, LLC | 15,003 | $1.3M | 0.13% | 2023-06-30 |
| 85 | IHT Wealth Management, LLC | 14,594 | $1.2M | 0.12% | 2023-06-30 |
| 86 | KM Capital Management Ltd. | 14,289 | $1.2M | 0.12% | 2023-06-30 |
| 87 | Manhattan West Asset Management, LLC | 13,931 | $1.2M | 0.12% | 2023-06-30 |
| 88 | WHALEROCK POINT PARTNERS, LLC | 13,715 | $1.2M | 0.12% | 2023-06-30 |
| 89 | Integrity Financial Corp /WA | 13,680 | $1.1M | 0.12% | 2023-06-30 |
| 90 | NorthRock Partners, LLC | 13,450 | $1.1M | 0.11% | 2023-06-30 |
| 91 | TITLEIST ASSET MANAGEMENT, LLC | 13,409 | $1.1M | 0.11% | 2023-06-30 |
| 92 | CITADEL ADVISORS LLC | 13,380 | $1.1M | 0.11% | 2023-06-30 |
| 93 | Private Advisory Group LLC | 12,191 | $1.0M | 0.10% | 2023-06-30 |
| 94 | Stratos Wealth Partners, LTD. | 12,145 | $1.0M | 0.10% | 2023-06-30 |
| 95 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,510 | $967.2K | 0.10% | 2023-06-30 |
| 96 | PCG Wealth Advisors, LLC | 11,082 | $931.3K | 0.09% | 2023-06-30 |
| 97 | ARS Investment Partners, LLC | 11,051 | $928.6K | 0.09% | 2023-06-30 |
| 98 | ICA Group Wealth Management, LLC | 11,044 | $928.0K | 0.09% | 2023-06-30 |
| 99 | Cerity Partners LLC | 10,878 | $911.5K | 0.09% | 2023-06-30 |
| 100 | Jacobi Capital Management LLC | 10,828 | $909.9K | 0.09% | 2023-06-30 |
| 101 | SALEM INVESTMENT COUNSELORS INC | 10,700 | $899.1K | 0.09% | 2023-06-30 |
| 102 | Atria Wealth Solutions, Inc. | 10,508 | $883.0K | 0.09% | 2023-09-30 |
| 103 | National Wealth Management Group, LLC | 8,640 | $858.9K | 0.07% | 2023-12-31 |
| 104 | Glen Eagle Advisors, LLC | 9,879 | $830.1K | 0.08% | 2024-06-30 |
| 105 | Parcion Private Wealth LLC | 9,879 | $830.1K | 0.08% | 2023-06-30 |
| 106 | BLAIR WILLIAM & CO/IL | 9,790 | $822.7K | 0.08% | 2023-06-30 |
| 107 | SYNOVUS FINANCIAL CORP | 9,607 | $807.3K | 0.08% | 2023-06-30 |
| 108 | Creative Planning | 9,207 | $773.7K | 0.08% | 2023-06-30 |
| 109 | AJ WEALTH STRATEGIES, LLC | 9,013 | $757.4K | 0.07% | 2023-06-30 |
| 110 | Indie Asset Partners, LLC | 8,722 | $732.9K | 0.07% | 2023-06-30 |
| 111 | FRANKLIN RESOURCES INC | 8,720 | $732.7K | 0.07% | 2023-06-30 |
| 112 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,539 | $717.5K | 0.07% | 2023-06-30 |
| 113 | Prosperity Consulting Group, LLC | 8,336 | $700.5K | 0.07% | 2023-06-30 |
| 114 | Ameritas Advisory Services, LLC | 8,254 | $693.2K | 0.07% | 2023-06-30 |
| 115 | Grove Bank & Trust | 8,034 | $675.1K | 0.07% | 2023-06-30 |
| 116 | AE Wealth Management LLC | 7,987 | $671.2K | 0.07% | 2023-06-30 |
| 117 | Intrua Financial, LLC | 8,417 | $670.4K | 0.07% | 2023-06-30 |
| 118 | PCA Investment Advisory Services Inc. | 7,950 | $668.1K | 0.07% | 2023-06-30 |
| 119 | Visionary Wealth Advisors | 7,943 | $667.5K | 0.07% | 2023-06-30 |
| 120 | Strategic Financial Concepts, LLC | 7,766 | $652.6K | 0.06% | 2023-09-30 |
| 121 | McIlrath & Eck, LLC | 7,740 | $650.4K | 0.06% | 2023-06-30 |
| 122 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,889 | $650.3K | 0.06% | 2023-06-30 |
| 123 | HARBOUR INVESTMENTS, INC. | 7,510 | $631.1K | 0.06% | 2023-06-30 |
| 124 | HARBOR ADVISORY CORP /MA/ | 7,367 | $619.0K | 0.06% | 2023-06-30 |
| 125 | FIDUCIARY TRUST CO | 7,337 | $616.5K | 0.06% | 2023-06-30 |
| 126 | Whitegate Investment Counselors, Inc. | 7,127 | $598.9K | 0.06% | 2023-06-30 |
| 127 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6,999 | $588.1K | 0.06% | 2023-06-30 |
| 128 | Financial Engines Advisors L.L.C. | 6,971 | $585.8K | 0.06% | 2023-06-30 |
| 129 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 6,568 | $551.9K | 0.05% | 2023-06-30 |
| 130 | Orin Green Financial, LLC | 6,553 | $550.7K | 0.05% | 2023-06-30 |
| 131 | BALLAST ADVISORS LLC | 6,535 | $549.1K | 0.05% | 2023-06-30 |
| 132 | Colonial River Wealth Management, LLC | 6,420 | $539.5K | 0.05% | 2023-06-30 |
| 133 | Eagle Strategies LLC | 6,397 | $537.6K | 0.05% | 2023-06-30 |
| 134 | True Wealth Design, LLC | 6,304 | $529.7K | 0.05% | 2023-06-30 |
| 135 | LexAurum Advisors, LLC | 6,119 | $514.2K | 0.05% | 2023-06-30 |
| 136 | Stokes Family Office, LLC | 6,119 | $514.2K | 0.05% | 2023-06-30 |
| 137 | Allworth Financial LP | 6,070 | $510.1K | 0.05% | 2023-06-30 |
| 138 | Sand Hill Global Advisors, LLC | 6,031 | $506.8K | 0.05% | 2023-06-30 |
| 139 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 5,796 | $487.0K | 0.05% | 2023-06-30 |
| 140 | Bill Few Associates, Inc. | 5,794 | $486.9K | 0.05% | 2023-06-30 |
| 141 | CAPTRUST FINANCIAL ADVISORS | 5,734 | $481.8K | 0.05% | 2023-06-30 |
| 142 | BLB&B Advisors, LLC | 5,700 | $479.0K | 0.05% | 2023-06-30 |
| 143 | Sandy Cove Advisors, LLC | 5,527 | $464.4K | 0.04% | 2023-06-30 |
| 144 | WHITE PINE CAPITAL LLC | 5,338 | $448.5K | 0.04% | 2023-06-30 |
| 145 | Pegasus Partners Ltd. | 5,300 | $445.4K | 0.04% | 2023-06-30 |
| 146 | LIBERTY WEALTH MANAGEMENT LLC | 5,217 | $438.4K | 0.04% | 2023-06-30 |
| 147 | McGuire Investment Group, LLC | 5,110 | $429.4K | 0.04% | 2023-06-30 |
| 148 | B. Riley Wealth Advisors, Inc. | 5,032 | $422.8K | 0.04% | 2023-06-30 |
| 149 | Salomon & Ludwin, LLC | 5,029 | $422.6K | 0.04% | 2023-06-30 |
| 150 | WELCH & FORBES LLC | 5,015 | $421.4K | 0.04% | 2023-06-30 |
| 151 | LYNCH & ASSOCIATES/IN | 5,000 | $420.1K | 0.04% | 2023-12-31 |
| 152 | Caldwell Trust Co | 4,178 | $415.3K | 0.03% | 2025-09-30 |
| 153 | Global Retirement Partners, LLC | 5,157 | $413.3K | 0.04% | 2023-06-30 |
| 154 | NewEdge Advisors, LLC | 5,225 | $413.2K | 0.04% | 2023-06-30 |
| 155 | MONEY CONCEPTS CAPITAL CORP | 25,196 | $407.8K | 0.22% | 2023-06-30 |
| 156 | EXENCIAL WEALTH ADVISORS, LLC | 4,788 | $402.3K | 0.04% | 2023-06-30 |
| 157 | Wealthcare Advisory Partners LLC | 4,735 | $397.9K | 0.04% | 2023-06-30 |
| 158 | PRIVATE TRUST CO NA | 4,699 | $394.9K | 0.04% | 2023-06-30 |
| 159 | Apollon Wealth Management, LLC | 4,406 | $370.2K | 0.03% | 2023-06-30 |
| 160 | CAPE COD FIVE CENTS SAVINGS BANK | 4,384 | $368.4K | 0.03% | 2023-06-30 |
| 161 | Venturi Wealth Management, LLC | 4,373 | $367.5K | 0.03% | 2023-06-30 |
| 162 | Cetera Investment Advisers | 4,366 | $366.9K | 0.03% | 2023-06-30 |
| 163 | Meridian Financial, LLC | 4,340 | $364.7K | 0.03% | 2024-06-30 |
| 164 | Sharkey, Howes & Javer | 4,317 | $362.8K | 0.03% | 2023-06-30 |
| 165 | Kestra Advisory Services, LLC | 4,213 | $354.1K | 0.03% | 2023-06-30 |
| 166 | Sigma Planning Corp | 4,098 | $344.4K | 0.03% | 2023-06-30 |
| 167 | NORTHERN TRUST CORP | 3,925 | $329.8K | 0.03% | 2023-06-30 |
| 168 | Oakwell Private Wealth Management, LLC | 3,865 | $324.8K | 0.03% | 2023-06-30 |
| 169 | Sebold Capital Management, Inc. | 3,868 | $318.0K | 0.03% | 2023-06-30 |
| 170 | Pinnacle Family Advisors, LLC | 3,725 | $313.0K | 0.03% | 2023-06-30 |
| 171 | Beacon Pointe Advisors, LLC | 3,637 | $305.6K | 0.03% | 2023-06-30 |
| 172 | MONECO Advisors, LLC | 3,633 | $305.3K | 0.03% | 2023-06-30 |
| 173 | High Falls Advisors, Inc | 3,600 | $302.5K | 0.03% | 2023-06-30 |
| 174 | US FINANCIAL ADVISORS, LLC | 3,582 | $301.0K | 0.03% | 2023-06-30 |
| 175 | Moors & Cabot, Inc. | 3,571 | $300.1K | 0.03% | 2023-06-30 |
| 176 | WHITTIER TRUST CO | 3,471 | $291.7K | 0.03% | 2023-06-30 |
| 177 | Chicago Partners Investment Group LLC | 3,463 | $285.8K | 0.03% | 2023-06-30 |
| 178 | Aspire Wealth Management Corp | 3,343 | $280.9K | 0.02% | 2023-06-30 |
| 179 | Ziegler Capital Management, LLC | 3,337 | $280.4K | 0.02% | 2023-06-30 |
| 180 | FMR LLC | 3,331 | $279.9K | 0.02% | 2023-09-30 |
| 181 | Per Stirling Capital Management, LLC. | 3,326 | $279.5K | 0.02% | 2023-06-30 |
| 182 | Perennial Investment Advisors, LLC | 3,320 | $279.0K | 0.02% | 2023-06-30 |
| 183 | Laraway Financial Advisors Inc | 3,312 | $278.3K | 0.02% | 2023-06-30 |
| 184 | GREAT VALLEY ADVISOR GROUP, INC. | 3,245 | $272.6K | 0.02% | 2023-06-30 |
| 185 | Kovack Advisors, Inc. | 3,200 | $268.9K | 0.02% | 2023-06-30 |
| 186 | Main Street Financial Solutions, LLC | 3,070 | $258.0K | 0.02% | 2023-06-30 |
| 187 | Gladstone Institutional Advisory LLC | 3,029 | $254.6K | 0.02% | 2023-06-30 |
| 188 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 3,000 | $252.1K | 0.02% | 2023-06-30 |
| 189 | COURIER CAPITAL LLC | 2,994 | $251.6K | 0.02% | 2023-06-30 |
| 190 | Triumph Capital Management | 2,948 | $247.7K | 0.02% | 2023-06-30 |
| 191 | Gainplan LLC | 2,847 | $239.2K | 0.02% | 2023-06-30 |
| 192 | JOHNSON INVESTMENT COUNSEL INC | 2,845 | $239.1K | 0.02% | 2023-06-30 |
| 193 | Gateway Wealth Partners, LLC | 2,815 | $236.6K | 0.02% | 2023-06-30 |
| 194 | AIFG Consultants Ltd. | 2,807 | $235.8K | 0.02% | 2023-09-30 |
| 195 | Burt Wealth Advisors | 2,805 | $235.7K | 0.02% | 2023-06-30 |
| 196 | Mutual Advisors, LLC | 2,719 | $228.5K | 0.02% | 2023-06-30 |
| 197 | MGO ONE SEVEN LLC | 2,693 | $226.3K | 0.02% | 2023-06-30 |
| 198 | CITIGROUP INC | 2,612 | $219.5K | 0.02% | 2023-06-30 |
| 199 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 2,472 | $207.7K | 0.02% | 2023-09-30 |
| 200 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2,471 | $207.6K | 0.02% | 2023-06-30 |
| 201 | Ameritas Investment Partners, Inc. | 1,966 | $165.2K | 0.01% | 2023-06-30 |
| 202 | ASSETMARK, INC | 1,765 | $148.3K | 0.01% | 2023-06-30 |
| 203 | Carmel Capital Partners, LLC | 1,733 | $145.6K | 0.01% | 2023-06-30 |
| 204 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1,716 | $144.2K | 0.01% | 2023-06-30 |
| 205 | WASHINGTON TRUST Co | 1,660 | $136.5K | 0.01% | 2023-09-30 |
| 206 | IFP Advisors, Inc | 930 | $134.2K | 0.00% | 2023-09-30 |
| 207 | Carmichael Hill & Associates, Inc. | 1,500 | $126.0K | 0.01% | 2023-06-30 |
| 208 | Key Financial Inc | 1,406 | $118.1K | 0.01% | 2023-06-30 |
| 209 | Capital Investment Advisory Services, LLC | 1,345 | $113.0K | 0.01% | 2023-06-30 |
| 210 | MATRIX PRIVATE CAPITAL GROUP LLC | 1,107 | $93.0K | 0.00% | 2023-06-30 |
| 211 | US BANCORP \DE\ | 1,088 | $91.4K | 0.00% | 2023-06-30 |
| 212 | Steward Partners Investment Advisory, LLC | 1,081 | $90.8K | 0.00% | 2023-06-30 |
| 213 | Orion Capital Management LLC | 1,025 | $86.1K | 0.00% | 2023-06-30 |
| 214 | Geneos Wealth Management Inc. | 952 | $80.0K | 0.00% | 2023-06-30 |
| 215 | Rockbridge Investment Management, LCC | 839 | $79.3K | 0.00% | 2024-03-31 |
| 216 | FIRST MANHATTAN CO | 930 | $78.1K | 0.00% | 2023-06-30 |
| 217 | CREATIVE FINANCIAL DESIGNS INC /ADV | 927 | $77.9K | 0.00% | 2023-06-30 |
| 218 | Private Ocean, LLC | 771 | $64.8K | 0.00% | 2023-06-30 |
| 219 | HHM Wealth Advisors, LLC | 721 | $60.6K | 0.00% | 2023-06-30 |
| 220 | WHITTIER TRUST CO OF NEVADA INC | 715 | $60.1K | 0.00% | 2023-06-30 |
| 221 | PRIVATE CAPITAL MANAGEMENT LLC | 640 | $53.8K | 0.00% | 2025-03-31 |
| 222 | Sutton Wealth Advisors Inc. | 399 | $51.9K | 0.00% | 2023-12-31 |
| 223 | CULLEN/FROST BANKERS, INC. | 600 | $50.4K | 0.00% | 2023-06-30 |
| 224 | Plante Moran Financial Advisors, LLC | 598 | $50.2K | 0.00% | 2023-06-30 |
| 225 | Advisory Services Network, LLC | 563 | $47.3K | 0.00% | 2023-06-30 |
| 226 | PSI Advisors, LLC | 434 | $36.5K | 0.00% | 2023-06-30 |
| 227 | Mariner, LLC | 417,337 | $35.1K | 3.69% | 2023-06-30 |
| 228 | Westside Investment Management, Inc. | 414 | $34.8K | 0.00% | 2023-06-30 |
| 229 | MACROVIEW INVESTMENT MANAGEMENT LLC | 405 | $34.0K | 0.00% | 2023-06-30 |
| 230 | VIMA LLC | 381 | $32.0K | 0.00% | 2024-03-31 |
| 231 | Larson Financial Group LLC | 370 | $31.1K | 0.00% | 2023-06-30 |
| 232 | MONTAG A & ASSOCIATES INC | 340 | $28.6K | 0.00% | 2023-06-30 |
| 233 | Annapolis Financial Services, LLC | 323 | $27.1K | 0.00% | 2023-06-30 |
| 234 | Accel Wealth Management | 300 | $25.2K | 0.00% | 2023-06-30 |
| 235 | Live Oak Investment Partners | 275 | $23.1K | 0.00% | 2023-06-30 |
| 236 | CALDWELL SUTTER CAPITAL, INC. | 265 | $22.3K | 0.00% | 2023-06-30 |
| 237 | Lansing Street Advisors | 263 | $22.1K | 0.00% | 2023-06-30 |
| 238 | BARRETT & COMPANY, INC. | 253 | $21.3K | 0.00% | 2023-06-30 |
| 239 | Aptus Capital Advisors, LLC | 249 | $20.9K | 0.00% | 2023-06-30 |
| 240 | Sandy Spring Bank | 224 | $18.8K | 0.00% | 2023-06-30 |
| 241 | Parallel Advisors, LLC | 207 | $17.4K | 0.00% | 2024-03-31 |
| 242 | OPTIMUM INVESTMENT ADVISORS | 200 | $16.8K | 0.00% | 2023-06-30 |
| 243 | Thrivent Financial for Lutherans | 203,116 | $16.7K | 1.79% | 2023-06-30 |
| 244 | Financial Freedom, LLC | 193 | $16.2K | 0.00% | 2023-06-30 |
| 245 | Centennial Bank/AR/ | 170 | $14.3K | 0.00% | 2024-06-30 |
| 246 | GUARDIAN WEALTH ADVISORS, LLC / NC | 167 | $14.0K | 0.00% | 2023-06-30 |
| 247 | MASSMUTUAL TRUST CO FSB/ADV | 165 | $13.9K | 0.00% | 2023-06-30 |
| 248 | COMMONWEALTH EQUITY SERVICES, LLC | 162,735 | $13.7K | 1.43% | 2023-06-30 |
| 249 | EPG Wealth Management LLC | 146 | $12.3K | 0.00% | 2023-06-30 |
| 250 | Lee Financial Co | 133 | $11.2K | 0.00% | 2023-06-30 |
| 251 | Bristlecone Advisors, LLC | 71 | $6.0K | 0.00% | 2023-06-30 |
| 252 | Lindbrook Capital, LLC | 68 | $5.7K | 0.00% | 2023-06-30 |
| 253 | Farther Finance Advisors, LLC | 54 | $4.5K | 0.00% | 2024-03-31 |
| 254 | BlackRock Inc. | 49 | $4.1K | 0.00% | 2023-06-30 |
| 255 | Cambridge Investment Research Advisors, Inc. | 48,144 | $4.0K | 0.42% | 2023-06-30 |
| 256 | Mitsubishi UFJ Asset Management (UK) Ltd. | 38,500 | $3.2K | 0.34% | 2023-06-30 |
| 257 | DB Wealth Management Group, LLC | 36 | $3.0K | 0.00% | 2023-06-30 |
| 258 | PARK AVENUE SECURITIES LLC | 33,101 | $2.8K | 0.29% | 2023-06-30 |
| 259 | Janney Montgomery Scott LLC | 28,456 | $2.4K | 0.25% | 2023-06-30 |
| 260 | GPS Wealth Strategies Group, LLC | 27 | $2.3K | 0.00% | 2023-06-30 |
| 261 | MML INVESTORS SERVICES, LLC | 25,069 | $2.1K | 0.22% | 2023-06-30 |
| 262 | BANK OF MONTREAL /CAN/ | 20 | $1.7K | 0.00% | 2024-06-30 |
| 263 | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $1.6K | 0.00% | 2023-06-30 |
| 264 | CENTAURUS FINANCIAL, INC. | 15,412 | $1.3K | 0.13% | 2023-06-30 |
| 265 | MERCER GLOBAL ADVISORS INC /ADV | 13,508 | $1.1K | 0.11% | 2023-06-30 |
| 266 | CreativeOne Wealth, LLC | 10,638 | $894 | 0.09% | 2023-06-30 |
| 267 | Integrated Wealth Concepts LLC | 9,924 | $834 | 0.08% | 2023-06-30 |
| 268 | Belpointe Asset Management LLC | 8 | $685 | 0.00% | 2023-06-30 |
| 269 | BENJAMIN F. EDWARDS & COMPANY, INC. | 8,081 | $679 | 0.07% | 2023-06-30 |
| 270 | SENTINEL TRUST CO LBA | 7,607 | $639 | 0.06% | 2023-06-30 |
| 271 | Mathes Company, Inc. | 9,998 | $468 | 0.08% | 2025-12-31 |
| 272 | HRT FINANCIAL LP | 5,189 | $436 | 0.04% | 2023-06-30 |
| 273 | Eldridge Investment Advisors, Inc. | 4,934 | $415 | 0.04% | 2023-06-30 |
| 274 | THOROUGHBRED FINANCIAL SERVICES, LLC | 4,391 | $368 | 0.03% | 2023-06-30 |
| 275 | Householder Group Estate & Retirement Specialist, LLC | 4,367 | $367 | 0.03% | 2023-06-30 |
| 276 | MONUMENTAL FINANCIAL GROUP INC. | 3,630 | $305 | 0.03% | 2023-06-30 |
| 277 | SEGALL BRYANT & HAMILL, LLC | 2,775 | $233 | 0.02% | 2023-06-30 |
| 278 | W.H. Cornerstone Investments Inc. | 2,420 | $203 | 0.02% | 2023-06-30 |
| 279 | CWM, LLC | 2,203 | $185 | 0.01% | 2023-06-30 |
| 280 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | $168 | 0.00% | 2023-06-30 |
| 281 | TSFG, LLC | 1,340 | $113 | 0.01% | 2023-06-30 |
| 282 | HUNTINGTON NATIONAL BANK | 1 | $85 | 0.00% | 2025-12-31 |
| 283 | Tower Research Capital LLC (TRC) | 396 | $33 | 0.00% | 2023-06-30 |
| 284 | HAZLETT, BURT & WATSON, INC. | 281 | $24 | 0.00% | 2023-06-30 |
| 285 | Capital Analysts, LLC | 194 | $16 | 0.00% | 2023-06-30 |
| 286 | Front Row Advisors LLC | 7 | $9 | 0.00% | 2023-06-30 |
| 287 | SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | 2023-06-30 |
| 288 | Summit Wealth Group, LLC | 12,436 | $0 | 0.10% | 2023-06-30 |
| 289 | Ronald Blue Trust, Inc. | 1 | $0 | 0.00% | 2023-09-30 |