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On this page, we present all of the funds holding SPEM from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SPEM, with a link to that fund's top holdings. The next columns
indicate the amount of SPEM stock held by each of the funds holding SPEM, followed by the SPEM position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 694 funds holding SPEM within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Creative Planning. For more details on the positions held by Creative Planning
(or by any of the other funds holding SPEM), click the fund name in the "Holder" column of the funds-holding-SPEM table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Creative Planning | 25,451,348 | $901,232 | 12/31/2023 | | SPEM | 25,451,348 | $901,232 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 16,677,501 | $590,550 | 12/31/2023 | | SPEM | 16,677,501 | $590,550 | 12/31/2023 | | LPL Financial LLC | 9,161,392 | $324,405 | 12/31/2023 | | SPEM | 9,161,392 | $324,405 | 12/31/2023 | | Horizon Investments LLC | 6,185,688 | $219,035 | 12/31/2023 | | SPEM | 6,185,688 | $219,035 | 12/31/2023 | | Allworth Financial LP | 5,948,847 | $210,649 | 12/31/2023 | | SPEM | 5,948,847 | $210,649 | 12/31/2023 | | TIAA Trust National Association | 5,107,031 | $180,840 | 12/31/2023 | | SPEM | 5,107,031 | $180,840 | 12/31/2023 | | Ameriprise Financial Inc. | 4,990,804 | $176,728 | 12/31/2023 | | SPEM | 4,990,804 | $176,728 | 12/31/2023 | | Envestnet Asset Management Inc. | 4,745,065 | $168,023 | 12/31/2023 | | SPEM | 4,745,065 | $168,023 | 12/31/2023 | | State Street Corp | 4,571,790 | $161,887 | 12/31/2023 | | SPEM | 4,571,790 | $161,887 | 12/31/2023 | | Bank of New York Mellon Corp | 3,320,226 | $117,569 | 12/31/2023 | | SPEM | 3,320,226 | $117,569 | 12/31/2023 | | Financial Gravity Asset Management Inc. | 2,966,496 | $105,044 | 12/31/2023 | | SPEM | 2,966,496 | $105,044 | 12/31/2023 | | Stadion Money Management LLC | 2,493,382 | $88,291 | 12/31/2023 | | SPEM | 2,493,382 | $88,291 | 12/31/2023 | | Wells Fargo & Company MN | 2,491,923 | $88,239 | 12/31/2023 | | SPEM | 2,491,923 | $88,239 | 12/31/2023 | | Bank of America Corp DE | 2,286,774 | $80,975 | 12/31/2023 | | SPEM | 2,286,774 | $80,975 | 12/31/2023 | | Morgan Stanley | 2,212,540 | $78,346 | 12/31/2023 | | SPEM | 2,212,540 | $78,346 | 12/31/2023 | | Assetmark Inc. | 1,963,942 | $69,543 | 12/31/2023 | | SPEM | 1,963,942 | $69,543 | 12/31/2023 | | Advisor Group Holdings Inc. | 1,953,041 | $69,169 | 12/31/2023 | | SPEM | 1,953,041 | $69,169 | 12/31/2023 | | Cerity Partners LLC | 1,790,232 | $63,392 | 12/31/2023 | | SPEM | 1,790,232 | $63,392 | 12/31/2023 | | Jane Street Group LLC | 1,683,919 | $59,628 | 12/31/2023 | | SPEM | 1,683,919 | $59,628 | 12/31/2023 | | CWM LLC | 1,590,333 | $57,554 | 03/31/2024 | | SPEM | 1,590,333 | $57,554 | 03/31/2024 | | Townsquare Capital LLC | 1,611,651 | $57,069 | 12/31/2023 | | SPEM | 1,611,651 | $57,069 | 12/31/2023 | | UBS Group AG | 1,572,129 | $55,669 | 12/31/2023 | | SPEM | 1,572,129 | $55,669 | 12/31/2023 | | Mariner LLC | 1,505,415 | $53,307 | 12/31/2023 | | SPEM | 1,505,415 | $53,307 | 12/31/2023 | | McNamara Financial Services Inc. | 1,416,849 | $51,276 | 03/31/2024 | | SPEM | 1,416,849 | $51,276 | 03/31/2024 | | Advisory Alpha LLC | 1,423,075 | $50,394 | 12/31/2023 | | SPEM | 1,423,075 | $50,394 | 12/31/2023 | | Private Advisor Group LLC | 1,293,431 | $45,800 | 12/31/2023 | | SPEM | 1,293,431 | $45,800 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 1,263,146 | $44,728 | 12/31/2023 | | SPEM | 1,263,146 | $44,728 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 1,162,236 | $42,061 | 03/31/2024 | | SPEM | 1,162,236 | $42,061 | 03/31/2024 | | Aptus Capital Advisors LLC | 1,117,989 | $39,588 | 12/31/2023 | | SPEM | 1,117,989 | $39,588 | 12/31/2023 | | Thrivent Financial for Lutherans | 1,110,773 | $39,332 | 12/31/2023 | | SPEM | 1,110,773 | $39,332 | 12/31/2023 | | HighTower Advisors LLC | 1,104,761 | $39,122 | 12/31/2023 | | SPEM | 1,104,761 | $39,122 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 1,066,983 | $37,782 | 12/31/2023 | | SPEM | 1,066,983 | $37,782 | 12/31/2023 | | Great Lakes Advisors LLC | 1,044,018 | $36,969 | 12/31/2023 | | SPEM | 1,044,018 | $36,969 | 12/31/2023 | | Raymond James & Associates | 1,018,197 | $36,054 | 12/31/2023 | | SPEM | 1,018,197 | $36,054 | 12/31/2023 | | Colony Group LLC | 918,701 | $32,531 | 12/31/2023 | | SPEM | 918,701 | $32,531 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 878,294 | $31,100 | 12/31/2023 | | SPEM | 878,294 | $31,100 | 12/31/2023 | | AE Wealth Management LLC | 870,935 | $30,117 | 12/31/2023 | | SPEM | 870,935 | $30,117 | 12/31/2023 | | Pathstone Holdings LLC | 850,175 | $30,105 | 12/31/2023 | | SPEM | 850,175 | $30,105 | 12/31/2023 | | Royal Bank of Canada | 823,395 | $29,155 | 12/31/2023 | | SPEM | 823,395 | $29,155 | 12/31/2023 | | Cetera Advisor Networks LLC | 801,061 | $28,366 | 12/31/2023 | | SPEM | 801,061 | $28,366 | 12/31/2023 | | Betterment LLC | 788,179 | $27,909 | 12/31/2023 | | SPEM | 788,179 | $27,909 | 12/31/2023 | | Luken Investment Analytics LLC | 774,975 | $27,442 | 12/31/2023 | | SPEM | 774,975 | $27,442 | 12/31/2023 | | Koss Olinger Consulting LLC | 727,438 | $25,759 | 12/31/2023 | | SPEM | 727,438 | $25,759 | 12/31/2023 | | Global Strategic Investment Solutions LLC | 708,625 | $25,092 | 12/31/2023 | | SPEM | 708,625 | $25,092 | 12/31/2023 | | ST Germain D J Co. Inc. | 663,274 | $24,004 | 03/31/2024 | | SPEM | 663,274 | $24,004 | 03/31/2024 | | ICONIQ Capital LLC | 645,696 | $22,864 | 12/31/2023 | | SPEM | 645,696 | $22,864 | 12/31/2023 | | Cutler Investment Counsel LLC | 643,001 | $22,769 | 12/31/2023 | | SPEM | 643,001 | $22,769 | 12/31/2023 | | Beacon Pointe Advisors LLC | 626,925 | $22,199 | 12/31/2023 | | SPEM | 626,925 | $22,199 | 12/31/2023 | | Wilbanks Smith & Thomas Asset Management LLC | 611,772 | $21,663 | 12/31/2023 | | SPEM | 611,772 | $21,663 | 12/31/2023 | | Valmark Advisers Inc. | 586,610 | $20,772 | 12/31/2023 | | SPEM | 586,610 | $20,772 | 12/31/2023 | | WCG Wealth Advisors LLC | 582,983 | $20,643 | 12/31/2023 | | SPEM | 582,983 | $20,643 | 12/31/2023 | | Trilogy Capital Inc. | 581,945 | $20,607 | 12/31/2023 | | SPEM | 581,945 | $20,607 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 579,106 | $20,506 | 12/31/2023 | | SPEM | 579,106 | $20,506 | 12/31/2023 | | First Ascent Asset Management LLC | 571,790 | $20,247 | 12/31/2023 | | SPEM | 571,790 | $20,247 | 12/31/2023 | | Financial Strategies Group Inc. | 572,024 | $19,735 | 12/31/2023 | | SPEM | 572,024 | $19,735 | 12/31/2023 | | Ballentine Partners LLC | 540,913 | $19,576 | 03/31/2024 | | SPEM | 540,913 | $19,576 | 03/31/2024 | | Park Avenue Securities LLC | 531,342 | $19,229 | 03/31/2024 | | SPEM | 531,342 | $19,229 | 03/31/2024 | | AlphaStar Capital Management LLC | 525,750 | $18,617 | 12/31/2023 | | SPEM | 525,750 | $18,617 | 12/31/2023 | | JPMorgan Chase & Co. | 518,017 | $18,343 | 12/31/2023 | | SPEM | 518,017 | $18,343 | 12/31/2023 | | KWB Wealth | 512,349 | $18,142 | 12/31/2023 | | SPEM | 512,349 | $18,142 | 12/31/2023 | | Commonwealth Equity Services LLC | 488,571 | $17,300 | 12/31/2023 | | SPEM | 488,571 | $17,300 | 12/31/2023 | | N.E.W. Advisory Services LLC | 480,808 | $17,025 | 12/31/2023 | | SPEM | 480,808 | $17,025 | 12/31/2023 | | Waller Financial Planning Group Inc. | 465,521 | $16,847 | 03/31/2024 | | SPEM | 465,521 | $16,847 | 03/31/2024 | | Heritage Wealth Management LLC | 475,630 | $16,842 | 12/31/2023 | | SPEM | 475,630 | $16,842 | 12/31/2023 | | JNBA Financial Advisors | 463,935 | $16,428 | 12/31/2023 | | SPEM | 463,935 | $16,428 | 12/31/2023 | | Charles Schwab Investment Management Inc. | 453,151 | $16,046 | 12/31/2023 | | SPEM | 453,151 | $16,046 | 12/31/2023 | | SigFig Wealth Management LLC | 445,940 | $15,967 | 12/31/2023 | | SPEM | 445,940 | $15,967 | 12/31/2023 | | Axxcess Wealth Management LLC | 449,547 | $15,918 | 12/31/2023 | | SPEM | 449,547 | $15,918 | 12/31/2023 | | Sei Investments Co. | 427,913 | $15,152 | 12/31/2023 | | SPEM | 427,913 | $15,152 | 12/31/2023 | | MML Investors Services LLC | 426,592 | $15,106 | 12/31/2023 | | SPEM | 426,592 | $15,106 | 12/31/2023 | | Signature Estate & Investment Advisors LLC | 424,181 | $15,020 | 12/31/2023 | | SPEM | 424,181 | $15,020 | 12/31/2023 | | Janney Montgomery Scott LLC | 422,507 | $14,961 | 12/31/2023 | | SPEM | 422,507 | $14,961 | 12/31/2023 | | GWM Advisors LLC | 418,830 | $14,793 | 12/31/2023 | | SPEM | 418,830 | $14,793 | 12/31/2023 | | Venturi Wealth Management LLC | 410,544 | $14,537 | 12/31/2023 | | SPEM | 410,544 | $14,537 | 12/31/2023 | | Rockefeller Capital Management L.P. | 404,872 | $14,337 | 12/31/2023 | | SPEM | 404,872 | $14,337 | 12/31/2023 | | Garrett Investment Advisors LLC | 394,839 | $14,289 | 03/31/2024 | | SPEM | 394,839 | $14,289 | 03/31/2024 | | Meeder Advisory Services Inc. | 402,532 | $14,254 | 12/31/2023 | | SPEM | 402,532 | $14,254 | 12/31/2023 | | ERn Financial LLC | 386,142 | $13,974 | 03/31/2024 | | SPEM | 386,142 | $13,974 | 03/31/2024 | | Atlas Private Wealth Advisors | 382,433 | $13,542 | 12/31/2023 | | SPEM | 382,433 | $13,542 | 12/31/2023 | | Blueprint Investment Partners LLC | 377,439 | $13,365 | 12/31/2023 | | SPEM | 377,439 | $13,365 | 12/31/2023 | | Atlas Capital Advisors LLC | 368,117 | $13,322 | 03/31/2024 | | SPEM | 368,117 | $13,322 | 03/31/2024 | | Capital Wealth Management LLC | 369,931 | $13,099 | 12/31/2023 | | SPEM | 369,931 | $13,099 | 12/31/2023 | | Cetera Investment Advisers | 361,264 | $12,792 | 12/31/2023 | | SPEM | 361,264 | $12,792 | 12/31/2023 | | Flow Traders U.S. LLC | 360,346 | $12,760 | 12/31/2023 | | SPEM | 360,346 | $12,760 | 12/31/2023 | | Allen Capital Group LLC | 338,085 | $12,235 | 03/31/2024 | | SPEM | 338,085 | $12,235 | 03/31/2024 | | Knightsbridge Asset Management LLC | 342,829 | $12,140 | 12/31/2023 | | SPEM | 342,829 | $12,140 | 12/31/2023 | | Connectus Wealth LLC | 341,638 | $12,110 | 12/31/2023 | | SPEM | 341,638 | $12,110 | 12/31/2023 | | Capital Asset Advisory Services LLC | 340,352 | $12,052 | 12/31/2023 | | SPEM | 340,352 | $12,052 | 12/31/2023 | | Onyx Bridge Wealth Group LLC | 328,038 | $11,616 | 12/31/2023 | | SPEM | 328,038 | $11,616 | 12/31/2023 | | Rodgers & Associates LTD | 323,034 | $11,439 | 12/31/2023 | | SPEM | 323,034 | $11,439 | 12/31/2023 | | Isthmus Partners LLC | 317,872 | $11,256 | 12/31/2023 | | SPEM | 317,872 | $11,256 | 12/31/2023 | | Equitable Holdings Inc. | 312,487 | $11,065 | 12/31/2023 | | SPEM | 312,487 | $11,065 | 12/31/2023 | | Hilltop Partners LLC | 311,019 | $11,013 | 12/31/2023 | | SPEM | 311,019 | $11,013 | 12/31/2023 | | Sterneck Capital Management LLC | 310,167 | $10,983 | 12/31/2023 | | SPEM | 310,167 | $10,983 | 12/31/2023 | | Astor Investment Management LLC | 304,422 | $10,780 | 12/31/2023 | | SPEM | 304,422 | $10,780 | 12/31/2023 | | Second Line Capital LLC | 300,668 | $10,647 | 12/31/2023 | | SPEM | 300,668 | $10,647 | 12/31/2023 | | Woodmont Investment Counsel LLC | 291,206 | $10,312 | 12/31/2023 | | SPEM | 291,206 | $10,312 | 12/31/2023 | | Aspire Private Capital LLC | 276,463 | $9,790 | 12/31/2023 | | SPEM | 276,463 | $9,790 | 12/31/2023 | | Walkner Condon Financial Advisors LLC | 273,589 | $9,688 | 12/31/2023 | | SPEM | 273,589 | $9,688 | 12/31/2023 | | Impact Partnership Wealth LLC | 273,202 | $9,674 | 12/31/2023 | | SPEM | 273,202 | $9,674 | 12/31/2023 | | United Capital Financial Advisers LLC | 270,277 | $9,571 | 12/31/2023 | | SPEM | 270,277 | $9,571 | 12/31/2023 | | Forbes J M & Co. LLP | 261,983 | $9,481 | 03/31/2024 | | SPEM | 261,983 | $9,481 | 03/31/2024 | | Facet Wealth Inc. | 265,303 | $9,275 | 12/31/2023 | | SPEM | 265,303 | $9,275 | 12/31/2023 | | Integrated Wealth Concepts LLC | 258,049 | $9,138 | 12/31/2023 | | SPEM | 258,049 | $9,138 | 12/31/2023 | | Atria Wealth Solutions Inc. | 248,561 | $8,802 | 12/31/2023 | | SPEM | 248,561 | $8,802 | 12/31/2023 | | Opes Wealth Management LLC | 242,876 | $8,600 | 12/31/2023 | | SPEM | 242,876 | $8,600 | 12/31/2023 | | Truefg LLC | 240,163 | $8,504 | 12/31/2023 | | SPEM | 240,163 | $8,504 | 12/31/2023 | | Financial Insights Inc. | 236,038 | $8,358 | 12/31/2023 | | SPEM | 236,038 | $8,358 | 12/31/2023 | | GeoWealth Management LLC | 226,938 | $8,035 | 12/31/2023 | | SPEM | 226,938 | $8,035 | 12/31/2023 | | Abich Financial Wealth Management LLC | 224,022 | $7,933 | 12/31/2023 | | SPEM | 224,022 | $7,933 | 12/31/2023 | | Goldman Sachs Group Inc. | 221,557 | $7,845 | 12/31/2023 | | SPEM | 221,557 | $7,845 | 12/31/2023 | | Tortoise Investment Management LLC | 219,919 | $7,787 | 12/31/2023 | | SPEM | 219,919 | $7,787 | 12/31/2023 | | Peak Financial Management Inc. | 219,128 | $7,759 | 12/31/2023 | | SPEM | 219,128 | $7,759 | 12/31/2023 | | Wealth Alliance Advisory Group LLC | 206,100 | $7,459 | 03/31/2024 | | SPEM | 206,100 | $7,459 | 03/31/2024 | | Merit Financial Group LLC | 206,317 | $7,306 | 12/31/2023 | | SPEM | 206,317 | $7,306 | 12/31/2023 | | Rinkey Investments | 205,343 | $7,271 | 12/31/2023 | | SPEM | 205,343 | $7,271 | 12/31/2023 | | OneAscent Financial Services LLC | 205,114 | $7,263 | 12/31/2023 | | SPEM | 205,114 | $7,263 | 12/31/2023 | | Founders Financial Securities LLC | 202,342 | $7,165 | 12/31/2023 | | SPEM | 202,342 | $7,165 | 12/31/2023 | | TPG Financial Advisors LLC | 204,437 | $7,147 | 12/31/2023 | | SPEM | 204,437 | $7,147 | 12/31/2023 | | Orion Portfolio Solutions LLC | 202,008 | $7,062 | 12/31/2023 | | SPEM | 202,008 | $7,062 | 12/31/2023 | | Brookstone Capital Management | 186,743 | $6,758 | 03/31/2024 | | SPEM | 186,743 | $6,758 | 03/31/2024 | | Regal Investment Advisors LLC | 188,046 | $6,659 | 12/31/2023 | | SPEM | 188,046 | $6,659 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 185,666 | $6,574 | 12/31/2023 | | SPEM | 185,666 | $6,574 | 12/31/2023 | | Securian Asset Management Inc | 184,760 | $6,542 | 12/31/2023 | | SPEM | 184,760 | $6,542 | 12/31/2023 | | Sugarloaf Wealth Management LLC | 184,343 | $6,528 | 12/31/2023 | | SPEM | 184,343 | $6,528 | 12/31/2023 | | Better Money Decisions LLC | 180,504 | $6,392 | 12/31/2023 | | SPEM | 180,504 | $6,392 | 12/31/2023 | | Captrust Financial Advisors | 177,763 | $6,295 | 12/31/2023 | | SPEM | 177,763 | $6,295 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 176,894 | $6,264 | 12/31/2023 | | SPEM | 176,894 | $6,264 | 12/31/2023 | | Brown Financial Advisory | 174,638 | $6,184 | 12/31/2023 | | SPEM | 174,638 | $6,184 | 12/31/2023 | | Lake Street Advisors Group LLC | 172,962 | $6,125 | 12/31/2023 | | SPEM | 172,962 | $6,125 | 12/31/2023 | | Towercrest Capital Management | 170,353 | $6,032 | 12/31/2023 | | SPEM | 170,353 | $6,032 | 12/31/2023 | | Edmonds Duncan Registered Investment Advisors LLC | 168,917 | $5,981 | 12/31/2023 | | SPEM | 168,917 | $5,981 | 12/31/2023 | | Signet Financial Management LLC | 158,467 | $5,735 | 03/31/2024 | | SPEM | 158,467 | $5,735 | 03/31/2024 | | Global Retirement Partners LLC | 166,289 | $5,687 | 12/31/2023 | | SPEM | 166,289 | $5,687 | 12/31/2023 | | Wrapmanager Inc. | 157,734 | $5,585 | 12/31/2023 | | SPEM | 157,734 | $5,585 | 12/31/2023 | | Geneos Wealth Management Inc. | 152,300 | $5,393 | 12/31/2023 | | SPEM | 152,300 | $5,393 | 12/31/2023 | | Red Wave Investments LLC | 151,603 | $5,368 | 12/31/2023 | | SPEM | 151,603 | $5,368 | 12/31/2023 | | David Kennon Inc | 151,581 | $5,367 | 12/31/2023 | | SPEM | 151,581 | $5,367 | 12/31/2023 | | Harbour Investments Inc. | 150,938 | $5,345 | 12/31/2023 | | SPEM | 150,938 | $5,345 | 12/31/2023 | | Integrated Investment Consultants LLC | 150,483 | $5,329 | 12/31/2023 | | SPEM | 150,483 | $5,329 | 12/31/2023 | | Windsor Capital Management LLC | 145,930 | $5,281 | 03/31/2024 | | SPEM | 145,930 | $5,281 | 03/31/2024 | | Brooklyn FI LLC | 147,794 | $5,233 | 12/31/2023 | | SPEM | 147,794 | $5,233 | 12/31/2023 | | Banco Santander S.A. | 147,580 | $5,226 | 12/31/2023 | | SPEM | 147,580 | $5,226 | 12/31/2023 | | Congress Wealth Management LLC DE | 147,523 | $5,224 | 12/31/2023 | | SPEM | 147,523 | $5,224 | 12/31/2023 | | StrategIQ Financial Group LLC | 145,888 | $5,166 | 12/31/2023 | | SPEM | 145,888 | $5,166 | 12/31/2023 | | Dohj LLC | 145,392 | $5,148 | 12/31/2023 | | SPEM | 145,392 | $5,148 | 12/31/2023 | | LexAurum Advisors LLC | 142,046 | $5,141 | 03/31/2024 | | SPEM | 142,046 | $5,141 | 03/31/2024 | | Cetera Advisors LLC | 144,765 | $5,126 | 12/31/2023 | | SPEM | 144,765 | $5,126 | 12/31/2023 | | RFG Advisory LLC | 141,004 | $5,103 | 03/31/2024 | | SPEM | 141,004 | $5,103 | 03/31/2024 | | Vision Capital Management Inc. | 144,014 | $5,100 | 12/31/2023 | | SPEM | 144,014 | $5,100 | 12/31/2023 | | Merriman Wealth Management LLC | 141,901 | $5,025 | 12/31/2023 | | SPEM | 141,901 | $5,025 | 12/31/2023 | | Values Added Financial LLC | 141,669 | $5,017 | 12/31/2023 | | SPEM | 141,669 | $5,017 | 12/31/2023 | | Fort Point Capital Partners LLC | 138,723 | $4,912 | 12/31/2023 | | SPEM | 138,723 | $4,912 | 12/31/2023 | | Financial Enhancement Group LLC | 135,697 | $4,886 | 03/31/2024 | | SPEM | 135,697 | $4,886 | 03/31/2024 | | Pure Financial Advisors Inc. | 137,297 | $4,862 | 12/31/2023 | | SPEM | 137,297 | $4,862 | 12/31/2023 | | Valley Financial Group Inc. | 136,929 | $4,849 | 12/31/2023 | | SPEM | 136,929 | $4,849 | 12/31/2023 | | Econ Financial Services Corp | 135,344 | $4,793 | 12/31/2023 | | SPEM | 135,344 | $4,793 | 12/31/2023 | | McNaughton Wealth Management LLC | 129,726 | $4,695 | 03/31/2024 | | SPEM | 129,726 | $4,695 | 03/31/2024 | | Grimes & Company Inc. | 131,570 | $4,659 | 12/31/2023 | | SPEM | 131,570 | $4,659 | 12/31/2023 | | Affiance Financial LLC | 128,394 | $4,647 | 03/31/2024 | | SPEM | 128,394 | $4,647 | 03/31/2024 | | Mutual Advisors LLC | 130,259 | $4,612 | 12/31/2023 | | SPEM | 130,259 | $4,612 | 12/31/2023 | | Probity Advisors Inc. | 130,188 | $4,610 | 12/31/2023 | | SPEM | 130,188 | $4,610 | 12/31/2023 | | Millington Financial Advisors LLC | 130,075 | $4,606 | 12/31/2023 | | SPEM | 130,075 | $4,606 | 12/31/2023 | | Optimist Retirement Group LLC | 129,802 | $4,596 | 12/31/2023 | | SPEM | 129,802 | $4,596 | 12/31/2023 | | IHT Wealth Management LLC | 128,681 | $4,557 | 12/31/2023 | | SPEM | 128,681 | $4,557 | 12/31/2023 | | Flagship Harbor Advisors LLC | 126,813 | $4,490 | 12/31/2023 | | SPEM | 126,813 | $4,490 | 12/31/2023 | | Capital Analysts LLC | 125,941 | $4,460 | 12/31/2023 | | SPEM | 125,941 | $4,460 | 12/31/2023 | | M&T Bank Corp | 124,932 | $4,424 | 12/31/2023 | | SPEM | 124,932 | $4,424 | 12/31/2023 | | Simon Quick Advisors LLC | 124,784 | $4,419 | 12/31/2023 | | SPEM | 124,784 | $4,419 | 12/31/2023 | | MA Private Wealth | 124,461 | $4,407 | 12/31/2023 | | SPEM | 124,461 | $4,407 | 12/31/2023 | | Great Valley Advisor Group Inc. | 123,860 | $4,386 | 12/31/2023 | | SPEM | 123,860 | $4,386 | 12/31/2023 | | Riversedge Advisors LLC | 123,291 | $4,366 | 12/31/2023 | | SPEM | 123,291 | $4,366 | 12/31/2023 | | Good Life Advisors LLC | 119,322 | $4,225 | 12/31/2023 | | SPEM | 119,322 | $4,225 | 12/31/2023 | | Leicht Financial Planning & Wealth Management Inc. | 119,118 | $4,218 | 12/31/2023 | | SPEM | 119,118 | $4,218 | 12/31/2023 | | Grey Fox Wealth Advisors LLC | 115,442 | $4,178 | 03/31/2024 | | SPEM | 115,442 | $4,178 | 03/31/2024 | | Fiduciary Alliance LLC | 117,258 | $4,152 | 12/31/2023 | | SPEM | 117,258 | $4,152 | 12/31/2023 | | Acorn Financial Advisory Services Inc. ADV | 117,256 | $4,134 | 12/31/2023 | | SPEM | 117,256 | $4,134 | 12/31/2023 | | Cape Cod Five Cents Savings Bank | 114,443 | $4,052 | 12/31/2023 | | SPEM | 114,443 | $4,052 | 12/31/2023 | | Stratos Wealth Partners LTD. | 113,928 | $4,034 | 12/31/2023 | | SPEM | 113,928 | $4,034 | 12/31/2023 | | JDM Financial Group LLC | 113,794 | $4,029 | 12/31/2023 | | SPEM | 113,794 | $4,029 | 12/31/2023 | | Boltwood Capital Management | 110,655 | $4,005 | 03/31/2024 | | SPEM | 110,655 | $4,005 | 03/31/2024 | | Moss Adams Wealth Advisors LLC | 111,780 | $3,958 | 12/31/2023 | | SPEM | 111,780 | $3,958 | 12/31/2023 | | Ironwood Wealth Management LLC. | 110,881 | $3,926 | 12/31/2023 | | SPEM | 110,881 | $3,926 | 12/31/2023 | | CI Private Wealth LLC | 110,513 | $3,913 | 12/31/2023 | | SPEM | 110,513 | $3,913 | 12/31/2023 | | Valtinson Bruner Financial Planning LLC | 110,432 | $3,910 | 12/31/2023 | | SPEM | 110,432 | $3,910 | 12/31/2023 | | Great Point Wealth Advisors LLC | 110,316 | $3,906 | 12/31/2023 | | SPEM | 110,316 | $3,906 | 12/31/2023 | | Exencial Wealth Advisors LLC | 110,145 | $3,900 | 12/31/2023 | | SPEM | 110,145 | $3,900 | 12/31/2023 | | Optas LLC | 109,786 | $3,888 | 12/31/2023 | | SPEM | 109,786 | $3,888 | 12/31/2023 | | Aquire Wealth Advisors LLC | 109,420 | $3,875 | 12/31/2023 | | SPEM | 109,420 | $3,875 | 12/31/2023 | | Spartan Planning & Wealth Management | 108,336 | $3,836 | 12/31/2023 | | SPEM | 108,336 | $3,836 | 12/31/2023 | | Asset Dedication LLC | 106,778 | $3,777 | 12/31/2023 | | SPEM | 106,778 | $3,777 | 12/31/2023 | | Proffitt & Goodson Inc. | 106,543 | $3,773 | 12/31/2023 | | SPEM | 106,543 | $3,773 | 12/31/2023 | | ProVise Management Group LLC | 105,206 | $3,725 | 12/31/2023 | | SPEM | 105,206 | $3,725 | 12/31/2023 | | BIP Wealth LLC | 103,441 | $3,663 | 12/31/2023 | | SPEM | 103,441 | $3,663 | 12/31/2023 | | ARQ Wealth Advisors LLC | 103,426 | $3,662 | 12/31/2023 | | SPEM | 103,426 | $3,662 | 12/31/2023 | | CFS Investment Advisory Services LLC | 103,296 | $3,658 | 12/31/2023 | | SPEM | 103,296 | $3,658 | 12/31/2023 | | Tranquilli Financial Advisor LLC | 101,531 | $3,595 | 12/31/2023 | | SPEM | 101,531 | $3,595 | 12/31/2023 | | Pinnacle Wealth Planning Services Inc. | 101,307 | $3,587 | 12/31/2023 | | SPEM | 101,307 | $3,587 | 12/31/2023 | | ADE LLC | 100,976 | $3,576 | 12/31/2023 | | SPEM | 100,976 | $3,576 | 12/31/2023 | | Melone Private Wealth LLC | 99,541 | $3,525 | 12/31/2023 | | SPEM | 99,541 | $3,525 | 12/31/2023 | | Savant Capital LLC | 97,915 | $3,467 | 12/31/2023 | | SPEM | 97,915 | $3,467 | 12/31/2023 | | Mascoma Wealth Management LLC | 97,918 | $3,467 | 12/31/2023 | | SPEM | 97,918 | $3,467 | 12/31/2023 | | Alliance Wealth Management Group | 97,485 | $3,452 | 12/31/2023 | | SPEM | 97,485 | $3,452 | 12/31/2023 | | Horizon Financial Services LLC | 95,436 | $3,379 | 12/31/2023 | | SPEM | 95,436 | $3,379 | 12/31/2023 | | Advantage Trust Co | 95,279 | $3,374 | 12/31/2023 | | SPEM | 95,279 | $3,374 | 12/31/2023 | | CX Institutional | 93,084 | $3,369 | 03/31/2024 | | SPEM | 93,084 | $3,369 | 03/31/2024 | | Vestmark Advisory Solutions Inc. | 94,955 | $3,362 | 12/31/2023 | | SPEM | 94,955 | $3,362 | 12/31/2023 | | Continuum Advisory LLC | 94,854 | $3,359 | 12/31/2023 | | SPEM | 94,854 | $3,359 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 92,287 | $3,340 | 03/31/2024 | | SPEM | 92,287 | $3,340 | 03/31/2024 | | Atria Investments LLC | 93,699 | $3,318 | 12/31/2023 | | SPEM | 93,699 | $3,318 | 12/31/2023 | | Wolff Financial Management LLC | 93,649 | $3,316 | 12/31/2023 | | SPEM | 93,649 | $3,316 | 12/31/2023 | | Single Point Partners LLC | 90,159 | $3,263 | 03/31/2024 | | SPEM | 90,159 | $3,263 | 03/31/2024 | | Kingsview Wealth Management LLC | 91,172 | $3,228 | 12/31/2023 | | SPEM | 91,172 | $3,228 | 12/31/2023 | | ORBA Wealth Advisors L.L.C. | 90,642 | $3,210 | 12/31/2023 | | SPEM | 90,642 | $3,210 | 12/31/2023 | | McKinley Carter Wealth Services Inc. | 89,794 | $3,180 | 12/31/2023 | | SPEM | 89,794 | $3,180 | 12/31/2023 | | Vista Investment Management | 89,725 | $3,177 | 12/31/2023 | | SPEM | 89,725 | $3,177 | 12/31/2023 | | Raleigh Capital Management Inc. | 89,119 | $3,156 | 12/31/2023 | | SPEM | 89,119 | $3,156 | 12/31/2023 | | Key Financial Inc | 86,729 | $3,071 | 12/31/2023 | | SPEM | 86,729 | $3,071 | 12/31/2023 | | Collaborative Wealth Managment Inc. | 86,549 | $3,065 | 12/31/2023 | | SPEM | 86,549 | $3,065 | 12/31/2023 | | Eight 31 Financial LLC | 86,420 | $3,060 | 12/31/2023 | | SPEM | 86,420 | $3,060 | 12/31/2023 | | CSM Advisors LLC | 85,101 | $3,013 | 12/31/2023 | | SPEM | 85,101 | $3,013 | 12/31/2023 | | Winch Advisory Services LLC | 84,833 | $3,004 | 12/31/2023 | | SPEM | 84,833 | $3,004 | 12/31/2023 | | NSI Retail Advisors LLC | 84,000 | $2,974 | 12/31/2023 | | SPEM | 84,000 | $2,974 | 12/31/2023 | | PAX Financial Group LLC | 84,808 | $2,944 | 12/31/2023 | | SPEM | 84,808 | $2,944 | 12/31/2023 | | Gladstone Institutional Advisory LLC | 82,662 | $2,927 | 12/31/2023 | | SPEM | 82,662 | $2,927 | 12/31/2023 | | MBA Advisors LLC | 80,070 | $2,835 | 12/31/2023 | | SPEM | 80,070 | $2,835 | 12/31/2023 | | AllGen Financial Advisors Inc. | 80,051 | $2,835 | 12/31/2023 | | SPEM | 80,051 | $2,835 | 12/31/2023 | | Colton Groome Financial Advisors LLC | 79,280 | $2,807 | 12/31/2023 | | SPEM | 79,280 | $2,807 | 12/31/2023 | | Hobart Private Capital LLC | 77,499 | $2,805 | 03/31/2024 | | SPEM | 77,499 | $2,805 | 03/31/2024 | | Western Wealth Management LLC | 78,340 | $2,774 | 12/31/2023 | | SPEM | 78,340 | $2,774 | 12/31/2023 | | NavPoint Financial Inc. | 77,898 | $2,758 | 12/31/2023 | | SPEM | 77,898 | $2,758 | 12/31/2023 | | Portside Wealth Group LLC | 77,391 | $2,740 | 12/31/2023 | | SPEM | 77,391 | $2,740 | 12/31/2023 | | RSM US Wealth Management LLC | 76,924 | $2,724 | 12/31/2023 | | SPEM | 76,924 | $2,724 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 74,839 | $2,708 | 03/31/2024 | | SPEM | 74,839 | $2,708 | 03/31/2024 | | Cedrus LLC | 74,403 | $2,693 | 03/31/2024 | | SPEM | 74,403 | $2,693 | 03/31/2024 | | Larson Financial Group LLC | 75,701 | $2,681 | 12/31/2023 | | SPEM | 75,701 | $2,681 | 12/31/2023 | | Clearwater Capital Advisors LLC | 74,987 | $2,655 | 12/31/2023 | | SPEM | 74,987 | $2,655 | 12/31/2023 | | McAdam LLC | 74,897 | $2,652 | 12/31/2023 | | SPEM | 74,897 | $2,652 | 12/31/2023 | | Advisor Resource Council | 74,481 | $2,637 | 12/31/2023 | | SPEM | 74,481 | $2,637 | 12/31/2023 | | Gainplan LLC | 74,233 | $2,629 | 12/31/2023 | | SPEM | 74,233 | $2,629 | 12/31/2023 | | Richardson Financial Services Inc. | 73,888 | $2,616 | 12/31/2023 | | SPEM | 73,888 | $2,616 | 12/31/2023 | | Revisor Wealth Management LLC | 73,794 | $2,613 | 12/31/2023 | | SPEM | 73,794 | $2,613 | 12/31/2023 | | Bridgeworth LLC | 73,771 | $2,612 | 12/31/2023 | | SPEM | 73,771 | $2,612 | 12/31/2023 | | New England Capital Financial Advisors LLC | 73,550 | $2,604 | 12/31/2023 | | SPEM | 73,550 | $2,604 | 12/31/2023 | | Integrity Wealth Solutions LLC | 73,031 | $2,586 | 12/31/2023 | | SPEM | 73,031 | $2,586 | 12/31/2023 | | Ervin Investment Management LLC | 70,381 | $2,547 | 03/31/2024 | | SPEM | 70,381 | $2,547 | 03/31/2024 | | Blue Barn Wealth LLC | 71,849 | $2,544 | 12/31/2023 | | SPEM | 71,849 | $2,544 | 12/31/2023 | | Boston Standard Wealth Management LLC | 70,016 | $2,534 | 03/31/2024 | | SPEM | 70,016 | $2,534 | 03/31/2024 | | IFP Advisors Inc | 71,195 | $2,521 | 12/31/2023 | | SPEM | 71,195 | $2,521 | 12/31/2023 | | HBW Advisory Services LLC | 71,146 | $2,520 | 12/31/2023 | | SPEM | 71,146 | $2,520 | 12/31/2023 | | Harbor Advisory Corp MA | 71,121 | $2,518 | 12/31/2023 | | SPEM | 71,121 | $2,518 | 12/31/2023 | | SPC Financial Inc. | 70,688 | $2,503 | 12/31/2023 | | SPEM | 70,688 | $2,503 | 12/31/2023 | | Fonville Wealth Management LLC | 69,073 | $2,446 | 12/31/2023 | | SPEM | 69,073 | $2,446 | 12/31/2023 | | Resources Investment Advisors LLC. | 67,268 | $2,382 | 12/31/2023 | | SPEM | 67,268 | $2,382 | 12/31/2023 | | Comerica Bank | 67,014 | $2,373 | 12/31/2023 | | SPEM | 67,014 | $2,373 | 12/31/2023 | | Meridian Wealth Management LLC | 66,403 | $2,351 | 12/31/2023 | | SPEM | 66,403 | $2,351 | 12/31/2023 | | YHB Investment Advisors Inc. | 65,727 | $2,327 | 12/31/2023 | | SPEM | 65,727 | $2,327 | 12/31/2023 | | Austin Private Wealth LLC | 63,705 | $2,325 | 03/31/2024 | | SPEM | 63,705 | $2,325 | 03/31/2024 | | Ascent Group LLC | 65,226 | $2,286 | 12/31/2023 | | SPEM | 65,226 | $2,286 | 12/31/2023 | | Bristlecone Advisors LLC | 64,500 | $2,284 | 12/31/2023 | | SPEM | 64,500 | $2,284 | 12/31/2023 | | Financial Partners Group Inc | 64,122 | $2,271 | 12/31/2023 | | SPEM | 64,122 | $2,271 | 12/31/2023 | | Aveo Capital Partners LLC | 64,087 | $2,269 | 12/31/2023 | | SPEM | 64,087 | $2,269 | 12/31/2023 | | Perennial Investment Advisors LLC | 63,697 | $2,256 | 12/31/2023 | | SPEM | 63,697 | $2,256 | 12/31/2023 | | WESCAP Management Group Inc. | 63,565 | $2,251 | 12/31/2023 | | SPEM | 63,565 | $2,251 | 12/31/2023 | | Echo Wealth Management LLC | 63,834 | $2,232 | 12/31/2023 | | SPEM | 63,834 | $2,232 | 12/31/2023 | | Financial Advocates Investment Management | 62,631 | $2,231 | 12/31/2023 | | SPEM | 62,631 | $2,231 | 12/31/2023 | | Change Path LLC | 62,746 | $2,222 | 12/31/2023 | | SPEM | 62,746 | $2,222 | 12/31/2023 | | Snowden Capital Advisors LLC | 62,134 | $2,200 | 12/31/2023 | | SPEM | 62,134 | $2,200 | 12/31/2023 | | Elwood & Goetz Wealth Advisory Group LLC | 60,822 | $2,154 | 12/31/2023 | | SPEM | 60,822 | $2,154 | 12/31/2023 | | Y Intercept Hong Kong Ltd | 60,522 | $2,143 | 12/31/2023 | | SPEM | 60,522 | $2,143 | 12/31/2023 | | Obsidian Personal Planning Solutions LLC | 60,504 | $2,142 | 12/31/2023 | | SPEM | 60,504 | $2,142 | 12/31/2023 | | Tobias Financial Advisors Inc. | 60,398 | $2,139 | 12/31/2023 | | SPEM | 60,398 | $2,139 | 12/31/2023 | | Citadel Advisors LLC | 59,738 | $2,115 | 12/31/2023 | | SPEM | 59,738 | $2,115 | 12/31/2023 | | BayBridge Capital Group LLC | 60,323 | $2,104 | 12/31/2023 | | SPEM | 60,323 | $2,104 | 12/31/2023 | | Capital Advisors Inc. OK | 57,973 | $2,053 | 12/31/2023 | | SPEM | 57,973 | $2,053 | 12/31/2023 | | Kestra Advisory Services LLC | 57,500 | $2,036 | 12/31/2023 | | SPEM | 57,500 | $2,036 | 12/31/2023 | | Meeder Asset Management Inc. | 55,722 | $1,973 | 12/31/2023 | | SPEM | 55,722 | $1,973 | 12/31/2023 | | FSB Premier Wealth Management Inc. | 55,615 | $1,969 | 12/31/2023 | | SPEM | 55,615 | $1,969 | 12/31/2023 | | Strategies Wealth Advisors LLC | 54,968 | $1,946 | 12/31/2023 | | SPEM | 54,968 | $1,946 | 12/31/2023 | | Legacy Capital Group California Inc. | 54,664 | $1,936 | 12/31/2023 | | SPEM | 54,664 | $1,936 | 12/31/2023 | | Meitav Dash Investments Ltd. | 54,572 | $1,931 | 12/31/2023 | | SPEM | 54,572 | $1,931 | 12/31/2023 | | Kohmann Bosshard Financial Services LLC | 53,822 | $1,906 | 12/31/2023 | | SPEM | 53,822 | $1,906 | 12/31/2023 | | Patriot Financial Group Insurance Agency LLC | 53,386 | $1,890 | 12/31/2023 | | SPEM | 53,386 | $1,890 | 12/31/2023 | | Sowell Financial Services LLC | 53,184 | $1,883 | 12/31/2023 | | SPEM | 53,184 | $1,883 | 12/31/2023 | | Resonant Capital Advisors LLC | 53,162 | $1,882 | 12/31/2023 | | SPEM | 53,162 | $1,882 | 12/31/2023 | | Advisory Resource Group | 52,659 | $1,865 | 12/31/2023 | | SPEM | 52,659 | $1,865 | 12/31/2023 | | Outlook Wealth Advisors LLC | 51,886 | $1,837 | 12/31/2023 | | SPEM | 51,886 | $1,837 | 12/31/2023 | | Balentine LLC | 51,606 | $1,827 | 12/31/2023 | | SPEM | 51,606 | $1,827 | 12/31/2023 | | Diligent Investors LLC | 51,186 | $1,813 | 12/31/2023 | | SPEM | 51,186 | $1,813 | 12/31/2023 | | Csenge Advisory Group | 50,972 | $1,805 | 12/31/2023 | | SPEM | 50,972 | $1,805 | 12/31/2023 | | Clear Creek Financial Management LLC | 50,856 | $1,801 | 12/31/2023 | | SPEM | 50,856 | $1,801 | 12/31/2023 | | Kathleen S. Wright Associates Inc. | 50,006 | $1,771 | 12/31/2023 | | SPEM | 50,006 | $1,771 | 12/31/2023 | | Intrust Bank NA | 49,889 | $1,767 | 12/31/2023 | | SPEM | 49,889 | $1,767 | 12/31/2023 | | Quent Capital LLC | 49,679 | $1,759 | 12/31/2023 | | SPEM | 49,679 | $1,759 | 12/31/2023 | | Parallel Advisors LLC | 49,551 | $1,755 | 12/31/2023 | | SPEM | 49,551 | $1,755 | 12/31/2023 | | Farther Finance Advisors LLC | 49,570 | $1,755 | 12/31/2023 | | SPEM | 49,570 | $1,755 | 12/31/2023 | | Cornerstone Wealth Management LLC | 47,561 | $1,684 | 12/31/2023 | | SPEM | 47,561 | $1,684 | 12/31/2023 | | Stifel Financial Corp | 47,095 | $1,668 | 12/31/2023 | | SPEM | 47,095 | $1,668 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 46,416 | $1,644 | 12/31/2023 | | SPEM | 46,416 | $1,644 | 12/31/2023 | | WBH Advisory Inc. | 46,165 | $1,635 | 12/31/2023 | | SPEM | 46,165 | $1,635 | 12/31/2023 | | Tidemark LLC | 45,434 | $1,609 | 12/31/2023 | | SPEM | 45,434 | $1,609 | 12/31/2023 | | Occidental Asset Management LLC | 45,354 | $1,606 | 12/31/2023 | | SPEM | 45,354 | $1,606 | 12/31/2023 | | Safeguard Financial LLC | 44,237 | $1,601 | 03/31/2024 | | SPEM | 44,237 | $1,601 | 03/31/2024 | | Wedmont Private Capital | 43,028 | $1,593 | 03/31/2024 | | SPEM | 43,028 | $1,593 | 03/31/2024 | | Beacon Bridge Wealth Partners LLC | 44,960 | $1,592 | 12/31/2023 | | SPEM | 44,960 | $1,592 | 12/31/2023 | | Topel & Distasi Wealth Management LLC | 42,915 | $1,520 | 12/31/2023 | | SPEM | 42,915 | $1,520 | 12/31/2023 | | Integrity Financial Corp WA | 42,078 | $1,490 | 12/31/2023 | | SPEM | 42,078 | $1,490 | 12/31/2023 | | Vantage Financial Partners LLC | 41,729 | $1,478 | 12/31/2023 | | SPEM | 41,729 | $1,478 | 12/31/2023 | | First Hawaiian Bank | 40,489 | $1,465 | 03/31/2024 | | SPEM | 40,489 | $1,465 | 03/31/2024 | | Stonehearth Capital Management LLC | 40,392 | $1,462 | 03/31/2024 | | SPEM | 40,392 | $1,462 | 03/31/2024 | | Bank of Nova Scotia | 40,900 | $1,448 | 12/31/2023 | | SPEM | 40,900 | $1,448 | 12/31/2023 | | Strategic Financial Planning Inc. | 40,838 | $1,446 | 12/31/2023 | | SPEM | 40,838 | $1,446 | 12/31/2023 | | Strategic Advocates LLC | 39,848 | $1,442 | 03/31/2024 | | SPEM | 39,848 | $1,442 | 03/31/2024 | | FF Advisors LLC | 39,726 | $1,407 | 12/31/2023 | | SPEM | 39,726 | $1,407 | 12/31/2023 | | Vertex Planning Partners LLC | 39,686 | $1,405 | 12/31/2023 | | SPEM | 39,686 | $1,405 | 12/31/2023 | | TAGStone Capital Inc. | 39,627 | $1,403 | 12/31/2023 | | SPEM | 39,627 | $1,403 | 12/31/2023 | | Smith Moore & CO. | 39,221 | $1,389 | 12/31/2023 | | SPEM | 39,221 | $1,389 | 12/31/2023 | | American Investment Services Inc. | 39,129 | $1,386 | 12/31/2023 | | SPEM | 39,129 | $1,386 | 12/31/2023 | | Lowe Brockenbrough & Co. Inc. | 38,750 | $1,372 | 12/31/2023 | | SPEM | 38,750 | $1,372 | 12/31/2023 | | Ritholtz Wealth Management | 38,613 | $1,367 | 12/31/2023 | | SPEM | 38,613 | $1,367 | 12/31/2023 | | Annapolis Financial Services LLC | 37,927 | $1,343 | 12/31/2023 | | SPEM | 37,927 | $1,343 | 12/31/2023 | | Peterson Wealth Advisors LLC | 36,365 | $1,316 | 03/31/2024 | | SPEM | 36,365 | $1,316 | 03/31/2024 | | Coombe Bender & Co LLC | 36,993 | $1,310 | 12/31/2023 | | SPEM | 36,993 | $1,310 | 12/31/2023 | | Prudential Financial Inc. | 36,678 | $1,299 | 12/31/2023 | | SPEM | 36,678 | $1,299 | 12/31/2023 | | JPL Wealth Management LLC | 36,645 | $1,298 | 12/31/2023 | | SPEM | 36,645 | $1,298 | 12/31/2023 | | Prairieview Wealth Partners LLC | 35,558 | $1,287 | 03/31/2024 | | SPEM | 35,558 | $1,287 | 03/31/2024 | | Dfpg Investments LLC | 34,666 | $1,210 | 12/31/2023 | | SPEM | 34,666 | $1,210 | 12/31/2023 | | Arete Wealth Advisors LLC | 34,125 | $1,208 | 12/31/2023 | | SPEM | 34,125 | $1,208 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 33,465 | $1,185 | 12/31/2023 | | SPEM | 33,465 | $1,185 | 12/31/2023 | | RTD Financial Advisors Inc. | 33,126 | $1,173 | 12/31/2023 | | SPEM | 33,126 | $1,173 | 12/31/2023 | | Traction Financial Partners LLC | 33,036 | $1,170 | 12/31/2023 | | SPEM | 33,036 | $1,170 | 12/31/2023 | | Apollon Wealth Management LLC | 32,937 | $1,166 | 12/31/2023 | | SPEM | 32,937 | $1,166 | 12/31/2023 | | Rooted Wealth Advisors Inc. | 33,317 | $1,165 | 12/31/2023 | | SPEM | 33,317 | $1,165 | 12/31/2023 | | M Holdings Securities Inc. | 32,842 | $1,163 | 12/31/2023 | | SPEM | 32,842 | $1,163 | 12/31/2023 | | USAdvisors Wealth Management LLC | 32,579 | $1,153 | 12/31/2023 | | SPEM | 32,579 | $1,153 | 12/31/2023 | | Defined Wealth Management LLC | 31,421 | $1,137 | 03/31/2024 | | SPEM | 31,421 | $1,137 | 03/31/2024 | | Bridge Advisory LLC | 32,055 | $1,135 | 12/31/2023 | | SPEM | 32,055 | $1,135 | 12/31/2023 | | Rockbridge Investment Management LCC | 31,996 | $1,133 | 12/31/2023 | | SPEM | 31,996 | $1,133 | 12/31/2023 | | Vivaldi Capital Management LLC | 32,787 | $1,128 | 12/31/2023 | | SPEM | 32,787 | $1,128 | 12/31/2023 | | Liberty One Investment Management LLC | 31,817 | $1,127 | 12/31/2023 | | SPEM | 31,817 | $1,127 | 12/31/2023 | | Frisch Financial Group Inc. | 31,601 | $1,119 | 12/31/2023 | | SPEM | 31,601 | $1,119 | 12/31/2023 | | Fifth Third Securities Inc. | 31,421 | $1,113 | 12/31/2023 | | SPEM | 31,421 | $1,113 | 12/31/2023 | | JFS Wealth Advisors LLC | 30,826 | $1,092 | 12/31/2023 | | SPEM | 30,826 | $1,092 | 12/31/2023 | | Eudaimonia Partners LLC | 30,747 | $1,089 | 12/31/2023 | | SPEM | 30,747 | $1,089 | 12/31/2023 | | Truist Financial Corp | 29,882 | $1,058 | 12/31/2023 | | SPEM | 29,882 | $1,058 | 12/31/2023 | | Iron Financial LLC | 29,886 | $1,058 | 12/31/2023 | | SPEM | 29,886 | $1,058 | 12/31/2023 | | Lifestyle Asset Management Inc. | 29,813 | $1,056 | 12/31/2023 | | SPEM | 29,813 | $1,056 | 12/31/2023 | | Blair William & Co. IL | 29,671 | $1,051 | 12/31/2023 | | SPEM | 29,671 | $1,051 | 12/31/2023 | | Atomi Financial Group Inc. | 29,624 | $1,049 | 12/31/2023 | | SPEM | 29,624 | $1,049 | 12/31/2023 | | BCJ Capital Management LLC | 29,007 | $1,027 | 12/31/2023 | | SPEM | 29,007 | $1,027 | 12/31/2023 | | Bond & Devick Financial Network Inc. | 29,017 | $1,027 | 12/31/2023 | | SPEM | 29,017 | $1,027 | 12/31/2023 | | Benchmark Investment Advisors LLC | 29,007 | $1,027 | 12/31/2023 | | SPEM | 29,007 | $1,027 | 12/31/2023 | | Financial Network Wealth Advisors LLC | 28,663 | $1,015 | 12/31/2023 | | SPEM | 28,663 | $1,015 | 12/31/2023 | | Rosenberg Matthew Hamilton | 28,199 | $999 | 12/31/2023 | | SPEM | 28,199 | $999 | 12/31/2023 | | Watershed Private Wealth LLC | 28,210 | $999 | 12/31/2023 | | SPEM | 28,210 | $999 | 12/31/2023 | | Retirement Income Solutions Inc | 27,890 | $988 | 12/31/2023 | | SPEM | 27,890 | $988 | 12/31/2023 | | Your Advocates Ltd. LLP | 27,850 | $986 | 12/31/2023 | | SPEM | 27,850 | $986 | 12/31/2023 | | Strategic Financial Concepts LLC | 27,696 | $981 | 12/31/2023 | | SPEM | 27,696 | $981 | 12/31/2023 | | Girard Partners LTD. | 27,448 | $972 | 12/31/2023 | | SPEM | 27,448 | $972 | 12/31/2023 | | Kavar Capital Partners Group LLC | 27,396 | $970 | 12/31/2023 | | SPEM | 27,396 | $970 | 12/31/2023 | | Northeast Financial Group Inc. | 26,595 | $962 | 03/31/2024 | | SPEM | 26,595 | $962 | 03/31/2024 | | Family Investment Center Inc. | 26,531 | $939 | 12/31/2023 | | SPEM | 26,531 | $939 | 12/31/2023 | | Orin Green Financial LLC | 26,419 | $937 | 12/31/2023 | | SPEM | 26,419 | $937 | 12/31/2023 | | Bensler LLC | 26,448 | $937 | 12/31/2023 | | SPEM | 26,448 | $937 | 12/31/2023 | | Pallas Capital Advisors LLC | 25,866 | $936 | 03/31/2024 | | SPEM | 25,866 | $936 | 03/31/2024 | | Hofer & Associates. Inc | 25,633 | $908 | 12/31/2023 | | SPEM | 25,633 | $908 | 12/31/2023 | | Advance Capital Management Inc. | 24,988 | $904 | 03/31/2024 | | SPEM | 24,988 | $904 | 03/31/2024 | | IAG Wealth Partners LLC | 25,534 | $904 | 12/31/2023 | | SPEM | 25,534 | $904 | 12/31/2023 | | Phoenix Wealth Advisors | 25,693 | $899 | 12/31/2023 | | SPEM | 25,693 | $899 | 12/31/2023 | | SOA Wealth Advisors LLC. | 24,423 | $884 | 03/31/2024 | | SPEM | 24,423 | $884 | 03/31/2024 | | Edge Capital Group LLC | 24,448 | $866 | 12/31/2023 | | SPEM | 24,448 | $866 | 12/31/2023 | | Baker Tilly Financial LLC | 23,592 | $835 | 12/31/2023 | | SPEM | 23,592 | $835 | 12/31/2023 | | G&S Capital LLC | 22,907 | $829 | 03/31/2024 | | SPEM | 22,907 | $829 | 03/31/2024 | | Sunburst Financial Group LLC | 23,288 | $825 | 12/31/2023 | | SPEM | 23,288 | $825 | 12/31/2023 | | HighMark Wealth Management LLC | 23,299 | $825 | 12/31/2023 | | SPEM | 23,299 | $825 | 12/31/2023 | | Sawtooth Solutions LLC | 22,912 | $811 | 12/31/2023 | | SPEM | 22,912 | $811 | 12/31/2023 | | Lane & Associates LLC | 22,256 | $805 | 03/31/2024 | | SPEM | 22,256 | $805 | 03/31/2024 | | Range Financial Group LLC | 22,127 | $801 | 03/31/2024 | | SPEM | 22,127 | $801 | 03/31/2024 | | Certus Wealth Management LLC | 22,418 | $794 | 12/31/2023 | | SPEM | 22,418 | $794 | 12/31/2023 | | Leavell Investment Management Inc. | 22,392 | $793 | 12/31/2023 | | SPEM | 22,392 | $793 | 12/31/2023 | | EP Wealth Advisors LLC | 22,261 | $788 | 12/31/2023 | | SPEM | 22,261 | $788 | 12/31/2023 | | Perigon Wealth Management LLC | 22,236 | $787 | 12/31/2023 | | SPEM | 22,236 | $787 | 12/31/2023 | | Upper Left Wealth Management LLC | 22,044 | $781 | 12/31/2023 | | SPEM | 22,044 | $781 | 12/31/2023 | | Northwest Wealth Management LLC | 21,891 | $775 | 12/31/2023 | | SPEM | 21,891 | $775 | 12/31/2023 | | Hamilton Capital LLC | 21,840 | $773 | 12/31/2023 | | SPEM | 21,840 | $773 | 12/31/2023 | | Balboa Wealth Partners | 21,791 | $772 | 12/31/2023 | | SPEM | 21,791 | $772 | 12/31/2023 | | Wealthsource Partners LLC | 21,660 | $767 | 12/31/2023 | | SPEM | 21,660 | $767 | 12/31/2023 | | Strategic Investment Advisors MI | 21,387 | $757 | 12/31/2023 | | SPEM | 21,387 | $757 | 12/31/2023 | | RVW Wealth LLC | 20,598 | $745 | 03/31/2024 | | SPEM | 20,598 | $745 | 03/31/2024 | | Apeiron RIA LLC | 20,558 | $744 | 03/31/2024 | | SPEM | 20,558 | $744 | 03/31/2024 | | Hilltop Wealth Advisors LLC | 20,460 | $740 | 03/31/2024 | | SPEM | 20,460 | $740 | 03/31/2024 | | North Star Asset Management Inc. | 20,858 | $739 | 12/31/2023 | | SPEM | 20,858 | $739 | 12/31/2023 | | Richard P Slaughter Associates Inc | 20,396 | $738 | 03/31/2024 | | SPEM | 20,396 | $738 | 03/31/2024 | | Apollon Financial LLC | 20,796 | $736 | 12/31/2023 | | SPEM | 20,796 | $736 | 12/31/2023 | | ONE Advisory Partners LLC | 20,308 | $735 | 03/31/2024 | | SPEM | 20,308 | $735 | 03/31/2024 | | Worth Financial Advisory Group LLC | 20,279 | $718 | 12/31/2023 | | SPEM | 20,279 | $718 | 12/31/2023 | | Hassell Wealth Management LLC | 20,709 | $710 | 12/31/2023 | | SPEM | 20,709 | $710 | 12/31/2023 | | Citigroup Inc. | 19,901 | $705 | 12/31/2023 | | SPEM | 19,901 | $705 | 12/31/2023 | | Triumph Capital Management | 19,920 | $705 | 12/31/2023 | | SPEM | 19,920 | $705 | 12/31/2023 | | Aire Advisors LLC | 19,669 | $697 | 12/31/2023 | | SPEM | 19,669 | $697 | 12/31/2023 | | SJA Financial Advisory LLC | 19,497 | $690 | 12/31/2023 | | SPEM | 19,497 | $690 | 12/31/2023 | | Ellevest Inc. | 19,400 | $687 | 12/31/2023 | | SPEM | 19,400 | $687 | 12/31/2023 | | Oppenheimer & Co. Inc. | 19,139 | $678 | 12/31/2023 | | SPEM | 19,139 | $678 | 12/31/2023 | | City State Bank | 18,616 | $674 | 03/31/2024 | | SPEM | 18,616 | $674 | 03/31/2024 | | MB Generational Wealth LLC | 19,036 | $674 | 12/31/2023 | | SPEM | 19,036 | $674 | 12/31/2023 | | Redwood Financial Network Corp | 18,980 | $672 | 12/31/2023 | | SPEM | 18,980 | $672 | 12/31/2023 | | Gilbert & Cook Inc. | 18,615 | $659 | 12/31/2023 | | SPEM | 18,615 | $659 | 12/31/2023 | | Fragasso Group Inc. | 18,002 | $652 | 03/31/2024 | | SPEM | 18,002 | $652 | 03/31/2024 | | Coppell Advisory Solutions LLC | 18,070 | $640 | 12/31/2023 | | SPEM | 18,070 | $640 | 12/31/2023 | | Cooksen Wealth LLC | 17,604 | $637 | 03/31/2024 | | SPEM | 17,604 | $637 | 03/31/2024 | | Richard W. Paul & Associates LLC | 17,878 | $633 | 12/31/2023 | | SPEM | 17,878 | $633 | 12/31/2023 | | Morling Financial Advisors LLC | 17,751 | $629 | 12/31/2023 | | SPEM | 17,751 | $629 | 12/31/2023 | | Cozad Asset Management Inc. | 17,605 | $623 | 12/31/2023 | | SPEM | 17,605 | $623 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 17,485 | $619 | 12/31/2023 | | SPEM | 17,485 | $619 | 12/31/2023 | | FMR LLC | 17,247 | $611 | 12/31/2023 | | SPEM | 17,247 | $611 | 12/31/2023 | | One Capital Management LLC | 17,196 | $609 | 12/31/2023 | | SPEM | 17,196 | $609 | 12/31/2023 | | Apella Capital LLC | 16,390 | $607 | 03/31/2024 | | SPEM | 16,390 | $607 | 03/31/2024 | | ACT Advisors LLC. | 17,117 | $606 | 12/31/2023 | | SPEM | 17,117 | $606 | 12/31/2023 | | Paladin Advisory Group LLC | 17,115 | $606 | 12/31/2023 | | SPEM | 17,115 | $606 | 12/31/2023 | | Trinity Wealth Management LLC | 17,097 | $605 | 12/31/2023 | | SPEM | 17,097 | $605 | 12/31/2023 | | Apexium Financial LP | 17,067 | $604 | 12/31/2023 | | SPEM | 17,067 | $604 | 12/31/2023 | | Advisor OS LLC | 16,907 | $599 | 12/31/2023 | | SPEM | 16,907 | $599 | 12/31/2023 | | Verus Capital Partners LLC | 16,899 | $598 | 12/31/2023 | | SPEM | 16,899 | $598 | 12/31/2023 | | Savvy Advisors Inc. | 16,854 | $597 | 12/31/2023 | | SPEM | 16,854 | $597 | 12/31/2023 | | StoneX Group Inc. | 16,673 | $590 | 12/31/2023 | | SPEM | 16,673 | $590 | 12/31/2023 | | First Horizon Advisors Inc. | 16,483 | $584 | 12/31/2023 | | SPEM | 16,483 | $584 | 12/31/2023 | | Valued Wealth Advisors LLC | 17,272 | $580 | 12/31/2023 | | SPEM | 17,272 | $580 | 12/31/2023 | | Eudaimonia Advisors LLC | 16,180 | $573 | 12/31/2023 | | SPEM | 16,180 | $573 | 12/31/2023 | | GPS Wealth Strategies Group LLC | 16,132 | $571 | 12/31/2023 | | SPEM | 16,132 | $571 | 12/31/2023 | | Vise Technologies Inc. | 15,923 | $564 | 12/31/2023 | | SPEM | 15,923 | $564 | 12/31/2023 | | Gateway Wealth Partners LLC | 15,809 | $560 | 12/31/2023 | | SPEM | 15,809 | $560 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 15,749 | $558 | 12/31/2023 | | SPEM | 15,749 | $558 | 12/31/2023 | | Rehmann Capital Advisory Group | 15,690 | $556 | 12/31/2023 | | SPEM | 15,690 | $556 | 12/31/2023 | | Eqis Capital Management Inc. | 15,674 | $555 | 12/31/2023 | | SPEM | 15,674 | $555 | 12/31/2023 | | Catalyst Private Wealth LLC | 15,290 | $553 | 03/31/2024 | | SPEM | 15,290 | $553 | 03/31/2024 | | Benjamin F. Edwards & Company Inc. | 15,625 | $553 | 12/31/2023 | | SPEM | 15,625 | $553 | 12/31/2023 | | Elevated Capital Advisors LLC | 15,236 | $551 | 03/31/2024 | | SPEM | 15,236 | $551 | 03/31/2024 | | Destiny Capital Corp CO | 15,468 | $548 | 12/31/2023 | | SPEM | 15,468 | $548 | 12/31/2023 | | Curtis Advisory Group LLC | 15,456 | $547 | 12/31/2023 | | SPEM | 15,456 | $547 | 12/31/2023 | | Manhattan West Asset Management LLC | 15,251 | $540 | 12/31/2023 | | SPEM | 15,251 | $540 | 12/31/2023 | | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,223 | $539 | 12/31/2023 | | SPEM | 15,223 | $539 | 12/31/2023 | | Maia Wealth LLC | 15,134 | $536 | 12/31/2023 | | SPEM | 15,134 | $536 | 12/31/2023 | | Hutchens & Kramer Investment Management Group LLC | 15,049 | $533 | 12/31/2023 | | SPEM | 15,049 | $533 | 12/31/2023 | | Paradigm Strategies in Wealth Management LLC | 14,887 | $527 | 12/31/2023 | | SPEM | 14,887 | $527 | 12/31/2023 | | BKD Wealth Advisors LLC | 14,833 | $525 | 12/31/2023 | | SPEM | 14,833 | $525 | 12/31/2023 | | Advisory Services Network LLC | 14,813 | $525 | 12/31/2023 | | SPEM | 14,813 | $525 | 12/31/2023 | | Alliance Wealth Advisors LLC UT | 14,750 | $522 | 12/31/2023 | | SPEM | 14,750 | $522 | 12/31/2023 | | ICA Group Wealth Management LLC | 14,735 | $522 | 12/31/2023 | | SPEM | 14,735 | $522 | 12/31/2023 | | Professional Financial Advisors LLC | 14,673 | $520 | 12/31/2023 | | SPEM | 14,673 | $520 | 12/31/2023 | | Two Sigma Securities LLC | 14,643 | $519 | 12/31/2023 | | SPEM | 14,643 | $519 | 12/31/2023 | | Financial Planning & Information Services Inc. | 14,662 | $519 | 12/31/2023 | | SPEM | 14,662 | $519 | 12/31/2023 | | Resurgent Financial Advisors LLC | 14,534 | $515 | 12/31/2023 | | SPEM | 14,534 | $515 | 12/31/2023 | | Carnegie Capital Asset Management LLC | 14,522 | $514 | 12/31/2023 | | SPEM | 14,522 | $514 | 12/31/2023 | | Towerpoint Wealth LLC | 14,385 | $509 | 12/31/2023 | | SPEM | 14,385 | $509 | 12/31/2023 | | Gilman Hill Asset Management LLC | 14,040 | $508 | 03/31/2024 | | SPEM | 14,040 | $508 | 03/31/2024 | | Sterling Wealth Management Inc. | 14,315 | $507 | 12/31/2023 | | SPEM | 14,315 | $507 | 12/31/2023 | | Calton & Associates Inc. | 14,237 | $504 | 12/31/2023 | | SPEM | 14,237 | $504 | 12/31/2023 | | Legacy Capital Wealth Partners LLC | 14,247 | $504 | 12/31/2023 | | SPEM | 14,247 | $504 | 12/31/2023 | | Clear Rock Advisors LLC | 14,410 | $503 | 12/31/2023 | | SPEM | 14,410 | $503 | 12/31/2023 | | Sequent Asset Management LLC | 14,007 | $496 | 12/31/2023 | | SPEM | 14,007 | $496 | 12/31/2023 | | Penobscot Wealth Management | 13,995 | $496 | 12/31/2023 | | SPEM | 13,995 | $496 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 13,897 | $492 | 12/31/2023 | | SPEM | 13,897 | $492 | 12/31/2023 | | Cabot Wealth Management Inc. | 13,655 | $484 | 12/31/2023 | | SPEM | 13,655 | $484 | 12/31/2023 | | Avantax Advisory Services Inc. | 13,664 | $484 | 12/31/2023 | | SPEM | 13,664 | $484 | 12/31/2023 | | Lockerman Financial Group Inc. | 13,635 | $483 | 12/31/2023 | | SPEM | 13,635 | $483 | 12/31/2023 | | Diversified LLC | 13,610 | $482 | 12/31/2023 | | SPEM | 13,610 | $482 | 12/31/2023 | | Sigma Planning Corp | 13,563 | $480 | 12/31/2023 | | SPEM | 13,563 | $480 | 12/31/2023 | | Montz Harcus Wealth Management LLC | 13,125 | $465 | 12/31/2023 | | SPEM | 13,125 | $465 | 12/31/2023 | | Wallace Advisory Group LLC | 12,922 | $458 | 03/31/2024 | | SPEM | 12,922 | $458 | 03/31/2024 | | Keener Financial Planning LLC | 12,922 | $458 | 12/31/2023 | | SPEM | 12,922 | $458 | 12/31/2023 | | Nottingham Advisors Inc. | 12,759 | $452 | 12/31/2023 | | SPEM | 12,759 | $452 | 12/31/2023 | | Sheets Smith Wealth Management | 12,751 | $452 | 12/31/2023 | | SPEM | 12,751 | $452 | 12/31/2023 | | J.W. Cole Advisors Inc. | 12,749 | $451 | 12/31/2023 | | SPEM | 12,749 | $451 | 12/31/2023 | | Wealth Advisors of Iowa LLC | 12,617 | $447 | 12/31/2023 | | SPEM | 12,617 | $447 | 12/31/2023 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 12,585 | $446 | 12/31/2023 | | SPEM | 12,585 | $446 | 12/31/2023 | | David Loasby | 12,695 | $443 | 12/31/2023 | | SPEM | 12,695 | $443 | 12/31/2023 | | Patriot Investment Management Inc. | 12,485 | $442 | 12/31/2023 | | SPEM | 12,485 | $442 | 12/31/2023 | | Certified Advisory Corp | 12,414 | $440 | 12/31/2023 | | SPEM | 12,414 | $440 | 12/31/2023 | | Warner Financial Inc. | 12,394 | $439 | 12/31/2023 | | SPEM | 12,394 | $439 | 12/31/2023 | | Baltimore Washington Financial Advisors Inc. | 12,331 | $437 | 12/31/2023 | | SPEM | 12,331 | $437 | 12/31/2023 | | Vicus Capital | 12,297 | $435 | 12/31/2023 | | SPEM | 12,297 | $435 | 12/31/2023 | | Reuter James Wealth Management LLC | 12,271 | $435 | 12/31/2023 | | SPEM | 12,271 | $435 | 12/31/2023 | | OLD Second National Bank of Aurora | 12,256 | $434 | 12/31/2023 | | SPEM | 12,256 | $434 | 12/31/2023 | | Life Planning Partners Inc | 12,253 | $434 | 12/31/2023 | | SPEM | 12,253 | $434 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 12,122 | $429 | 12/31/2023 | | SPEM | 12,122 | $429 | 12/31/2023 | | Prospera Financial Services Inc | 11,855 | $420 | 12/31/2023 | | SPEM | 11,855 | $420 | 12/31/2023 | | IFG Advisory LLC | 11,734 | $416 | 12/31/2023 | | SPEM | 11,734 | $416 | 12/31/2023 | | Sweet Financial Partners LLC | 11,752 | $416 | 12/31/2023 | | SPEM | 11,752 | $416 | 12/31/2023 | | STA Wealth Management LLC | 11,719 | $415 | 12/31/2023 | | SPEM | 11,719 | $415 | 12/31/2023 | | FDx Advisors Inc. | 11,474 | $406 | 12/31/2023 | | SPEM | 11,474 | $406 | 12/31/2023 | | Money Concepts Capital Corp | 11,067 | $392 | 12/31/2023 | | SPEM | 11,067 | $392 | 12/31/2023 | | Stephens Inc. AR | 11,037 | $391 | 12/31/2023 | | SPEM | 11,037 | $391 | 12/31/2023 | | Flagship Private Wealth LLC | 11,004 | $390 | 12/31/2023 | | SPEM | 11,004 | $390 | 12/31/2023 | | Security Financial Services INC. | 10,618 | $384 | 03/31/2024 | | SPEM | 10,618 | $384 | 03/31/2024 | | Macroview Investment Management LLC | 10,820 | $383 | 12/31/2023 | | SPEM | 10,820 | $383 | 12/31/2023 | | Pacifica Partners Inc. | 10,468 | $377 | 03/31/2024 | | SPEM | 10,468 | $377 | 03/31/2024 | | Relative Value Partners Group LLC | 10,270 | $364 | 12/31/2023 | | SPEM | 10,270 | $364 | 12/31/2023 | | Simplicity Wealth LLC | 10,285 | $364 | 12/31/2023 | | SPEM | 10,285 | $364 | 12/31/2023 | | Mather Group LLC. | 10,215 | $362 | 03/31/2024 | | SPEM | 10,215 | $362 | 03/31/2024 | | National Asset Management Inc. | 10,177 | $360 | 12/31/2023 | | SPEM | 10,177 | $360 | 12/31/2023 | | Argent Trust Co | 10,179 | $360 | 12/31/2023 | | SPEM | 10,179 | $360 | 12/31/2023 | | NBT Bank N A NY | 10,130 | $359 | 12/31/2023 | | SPEM | 10,130 | $359 | 12/31/2023 | | Cedar Brook Financial Partners LLC | 10,298 | $358 | 12/31/2023 | | SPEM | 10,298 | $358 | 12/31/2023 | | Dravo Bay LLC | 10,052 | $356 | 12/31/2023 | | SPEM | 10,052 | $356 | 12/31/2023 | | River Street Advisors LLC | 10,019 | $355 | 12/31/2023 | | SPEM | 10,019 | $355 | 12/31/2023 | | Evoke Wealth LLC | 10,000 | $354 | 12/31/2023 | | SPEM | 10,000 | $354 | 12/31/2023 | | CoreCap Advisors LLC | 9,963 | $353 | 12/31/2023 | | SPEM | 9,963 | $353 | 12/31/2023 | | US Bancorp DE | 9,932 | $352 | 12/31/2023 | | SPEM | 9,932 | $352 | 12/31/2023 | | Insight Advisors LLC PA | 9,657 | $342 | 12/31/2023 | | SPEM | 9,657 | $342 | 12/31/2023 | | TSA Wealth Managment LLC | 9,648 | $342 | 12/31/2023 | | SPEM | 9,648 | $342 | 12/31/2023 | | Kingswood Wealth Advisors LLC | 9,384 | $340 | 03/31/2024 | | SPEM | 9,384 | $340 | 03/31/2024 | | Lincoln National Corp | 9,599 | $340 | 12/31/2023 | | SPEM | 9,599 | $340 | 12/31/2023 | | Formidable Asset Management LLC | 9,582 | $339 | 12/31/2023 | | SPEM | 9,582 | $339 | 12/31/2023 | | Private Trust Co. NA | 9,533 | $338 | 12/31/2023 | | SPEM | 9,533 | $338 | 12/31/2023 | | Rede Wealth LLC | 9,367 | $332 | 12/31/2023 | | SPEM | 9,367 | $332 | 12/31/2023 | | Brown Brothers Harriman & Co. | 9,303 | $329 | 12/31/2023 | | SPEM | 9,303 | $329 | 12/31/2023 | | Americana Partners LLC | 9,300 | $329 | 12/31/2023 | | SPEM | 9,300 | $329 | 12/31/2023 | | Absolute Capital Management LLC | 9,265 | $328 | 12/31/2023 | | SPEM | 9,265 | $328 | 12/31/2023 | | Claro Advisors LLC | 9,245 | $327 | 12/31/2023 | | SPEM | 9,245 | $327 | 12/31/2023 | | Beacon Financial Group | 9,049 | $320 | 12/31/2023 | | SPEM | 9,049 | $320 | 12/31/2023 | | TFO TDC LLC | 9 | $319 | 12/31/2023 | | SPEM | 9 | $319 | 12/31/2023 | | TFG Advisers LLC | 8,962 | $317 | 12/31/2023 | | SPEM | 8,962 | $317 | 12/31/2023 | | United Asset Strategies Inc. | 8,891 | $315 | 12/31/2023 | | SPEM | 8,891 | $315 | 12/31/2023 | | Lifeworks Advisors LLC | 8,783 | $311 | 12/31/2023 | | SPEM | 8,783 | $311 | 12/31/2023 | | Lbmc Investment Advisors LLC | 8,523 | $308 | 03/31/2024 | | SPEM | 8,523 | $308 | 03/31/2024 | | NovaPoint Capital LLC | 8,662 | $307 | 12/31/2023 | | SPEM | 8,662 | $307 | 12/31/2023 | | Lantz Financial LLC | 8,452 | $306 | 03/31/2024 | | SPEM | 8,452 | $306 | 03/31/2024 | | SkyOak Wealth LLC | 8,547 | $303 | 12/31/2023 | | SPEM | 8,547 | $303 | 12/31/2023 | | HRT Financial LP | 8,500 | $300 | 12/31/2023 | | SPEM | 8,500 | $300 | 12/31/2023 | | E&G Advisors LP | 8,405 | $298 | 12/31/2023 | | SPEM | 8,405 | $298 | 12/31/2023 | | BNP Paribas Arbitrage SA | 8,400 | $297 | 12/31/2023 | | SPEM | 8,400 | $297 | 12/31/2023 | | Atlantic Union Bankshares Corp | 8,366 | $296 | 12/31/2023 | | SPEM | 8,366 | $296 | 12/31/2023 | | MY Purposeful Wealth CORP. | 8,266 | $293 | 12/31/2023 | | SPEM | 8,266 | $293 | 12/31/2023 | | WealthPLAN Partners LLC | 8,116 | $287 | 12/31/2023 | | SPEM | 8,116 | $287 | 12/31/2023 | | Tennessee Valley Asset Management Partners | 8,096 | $287 | 12/31/2023 | | SPEM | 8,096 | $287 | 12/31/2023 | | Firestone Capital Management | 8,000 | $283 | 12/31/2023 | | SPEM | 8,000 | $283 | 12/31/2023 | | Epic Trust Investment Advisors LLC | 7,990 | $283 | 12/31/2023 | | SPEM | 7,990 | $283 | 12/31/2023 | | Clarity Capital Advisors LLC | 7,913 | $280 | 12/31/2023 | | SPEM | 7,913 | $280 | 12/31/2023 | | Redmond Asset Management LLC | 7,890 | $279 | 12/31/2023 | | SPEM | 7,890 | $279 | 12/31/2023 | | Eclectic Associates Inc. ADV | 7,837 | $278 | 12/31/2023 | | SPEM | 7,837 | $278 | 12/31/2023 | | Verdence Capital Advisors LLC | 7,788 | $276 | 12/31/2023 | | SPEM | 7,788 | $276 | 12/31/2023 | | Salomon & Ludwin LLC | 8,182 | $275 | 12/31/2023 | | SPEM | 8,182 | $275 | 12/31/2023 | | Stone Point Wealth LLC | 7,658 | $271 | 12/31/2023 | | SPEM | 7,658 | $271 | 12/31/2023 | | Vantage Investment Partners LLC | 7,550 | $267 | 12/31/2023 | | SPEM | 7,550 | $267 | 12/31/2023 | | Callan Capital LLC | 7,512 | $266 | 12/31/2023 | | SPEM | 7,512 | $266 | 12/31/2023 | | Tilson Financial Group Inc. | 7,445 | $264 | 12/31/2023 | | SPEM | 7,445 | $264 | 12/31/2023 | | Landmark Wealth Management LLC | 7,437 | $263 | 12/31/2023 | | SPEM | 7,437 | $263 | 12/31/2023 | | Partnership Wealth Management LLC | 7,154 | $259 | 03/31/2024 | | SPEM | 7,154 | $259 | 03/31/2024 | | Gerber Kawasaki Wealth & Investment Management | 7,310 | $259 | 12/31/2023 | | SPEM | 7,310 | $259 | 12/31/2023 | | Narus Financial Partners LLC | 7,312 | $259 | 12/31/2023 | | SPEM | 7,312 | $259 | 12/31/2023 | | Secure Asset Management LLC | 7,318 | $259 | 12/31/2023 | | SPEM | 7,318 | $259 | 12/31/2023 | | Canal Capital Management LLC | 7,258 | $257 | 12/31/2023 | | SPEM | 7,258 | $257 | 12/31/2023 | | TKG Advisors LLC | 7,260 | $257 | 12/31/2023 | | SPEM | 7,260 | $257 | 12/31/2023 | | Vawter Financial Ltd. | 7,157 | $253 | 12/31/2023 | | SPEM | 7,157 | $253 | 12/31/2023 | | Proequities Inc. | 7,083 | $251 | 12/31/2023 | | SPEM | 7,083 | $251 | 12/31/2023 | | Whittier Trust Co. of Nevada Inc. | 7,100 | $251 | 12/31/2023 | | SPEM | 7,100 | $251 | 12/31/2023 | | Signal Advisors Wealth LLC | 6,909 | $250 | 03/31/2024 | | SPEM | 6,909 | $250 | 03/31/2024 | | DAVENPORT & Co LLC | 7,057 | $250 | 12/31/2023 | | SPEM | 7,057 | $250 | 12/31/2023 | | Austin Wealth Management LLC | 7,064 | $249 | 12/31/2023 | | SPEM | 7,064 | $249 | 12/31/2023 | | Pinnacle Family Advisors LLC | 6,954 | $246 | 12/31/2023 | | SPEM | 6,954 | $246 | 12/31/2023 | | Cresset Asset Management LLC | 6,931 | $245 | 12/31/2023 | | SPEM | 6,931 | $245 | 12/31/2023 | | Whittier Trust Co. | 6,770 | $240 | 12/31/2023 | | SPEM | 6,770 | $240 | 12/31/2023 | | Redwood Investment Management LLC | 6,776 | $240 | 12/31/2023 | | SPEM | 6,776 | $240 | 12/31/2023 | | German American Bancorp Inc. | 6,711 | $238 | 12/31/2023 | | SPEM | 6,711 | $238 | 12/31/2023 | | Castleview Partners LLC | 6,687 | $237 | 12/31/2023 | | SPEM | 6,687 | $237 | 12/31/2023 | | Prosperity Financial Group Inc. | 6,697 | $237 | 12/31/2023 | | SPEM | 6,697 | $237 | 12/31/2023 | | Empower Advisory Group LLC | 6,572 | $233 | 12/31/2023 | | SPEM | 6,572 | $233 | 12/31/2023 | | Palisade Asset Management LLC | 6,543 | $232 | 12/31/2023 | | SPEM | 6,543 | $232 | 12/31/2023 | | Millennium Management LLC | 6,519 | $231 | 12/31/2023 | | SPEM | 6,519 | $231 | 12/31/2023 | | SILVER OAK SECURITIES Inc | 6,500 | $230 | 12/31/2023 | | SPEM | 6,500 | $230 | 12/31/2023 | | Northern Trust Corp | 6,432 | $228 | 12/31/2023 | | SPEM | 6,432 | $228 | 12/31/2023 | | L.M. Kohn & Company | 6,379 | $226 | 12/31/2023 | | SPEM | 6,379 | $226 | 12/31/2023 | | NorthStar Asset Management LLC NJ | 6,364 | $225 | 12/31/2023 | | SPEM | 6,364 | $225 | 12/31/2023 | | Bank of Montreal Can | 6,307 | $224 | 12/31/2023 | | SPEM | 6,307 | $224 | 12/31/2023 | | EQ LLC | 6,337 | $224 | 12/31/2023 | | SPEM | 6,337 | $224 | 12/31/2023 | | ORG Partners LLC | 6,311 | $224 | 12/31/2023 | | SPEM | 6,311 | $224 | 12/31/2023 | | Burney Co. | 6,249 | $221 | 12/31/2023 | | SPEM | 6,249 | $221 | 12/31/2023 | | Astoria Strategic Wealth Inc. | 6,177 | $219 | 12/31/2023 | | SPEM | 6,177 | $219 | 12/31/2023 | | Fisher Asset Management LLC | 6,118 | $217 | 12/31/2023 | | SPEM | 6,118 | $217 | 12/31/2023 | | Encompass More Asset Management | 6,138 | $217 | 12/31/2023 | | SPEM | 6,138 | $217 | 12/31/2023 | | Zacks Investment Management | 6,114 | $216 | 12/31/2023 | | SPEM | 6,114 | $216 | 12/31/2023 | | Nwam LLC | 5,967 | $211 | 12/31/2023 | | SPEM | 5,967 | $211 | 12/31/2023 | | Howard Financial Services LTD. | 5,928 | $210 | 12/31/2023 | | SPEM | 5,928 | $210 | 12/31/2023 | | Investments & Financial Planning LLC | 5,810 | $206 | 12/31/2023 | | SPEM | 5,810 | $206 | 12/31/2023 | | Northwest Capital Management Inc | 5,654 | $205 | 03/31/2024 | | SPEM | 5,654 | $205 | 03/31/2024 | | Focus Financial Network Inc. ADV | 5,800 | $205 | 12/31/2023 | | SPEM | 5,800 | $205 | 12/31/2023 | | Connecticut Wealth Management LLC | 5,751 | $204 | 12/31/2023 | | SPEM | 5,751 | $204 | 12/31/2023 | | Boston Private Wealth LLC | 5,664 | $201 | 12/31/2023 | | SPEM | 5,664 | $201 | 12/31/2023 | | Benedetti & Gucer Inc. | 5,673 | $201 | 12/31/2023 | | SPEM | 5,673 | $201 | 12/31/2023 | | VisionPoint Advisory Group LLC | 5,307 | $188 | 12/31/2023 | | SPEM | 5,307 | $188 | 12/31/2023 | | Focused Wealth Management Inc | 5,069 | $179 | 12/31/2023 | | SPEM | 5,069 | $179 | 12/31/2023 | | WealthShield Partners LLC | 4,809 | $170 | 12/31/2023 | | SPEM | 4,809 | $170 | 12/31/2023 | | Laurel Wealth Advisors LLC | 4,792 | $170 | 12/31/2023 | | SPEM | 4,792 | $170 | 12/31/2023 | | Iron Horse Wealth Management LLC | 4,776 | $169 | 12/31/2023 | | SPEM | 4,776 | $169 | 12/31/2023 | | GoalVest Advisory LLC | 4,411 | $160 | 03/31/2024 | | SPEM | 4,411 | $160 | 03/31/2024 | | Jones Financial Companies Lllp | 4,533 | $160 | 12/31/2023 | | SPEM | 4,533 | $160 | 12/31/2023 | | McClarren Financial Advisors Inc. | 4,527 | $160 | 12/31/2023 | | SPEM | 4,527 | $160 | 12/31/2023 | | AdvisorNet Financial Inc | 4,293 | $155 | 03/31/2024 | | SPEM | 4,293 | $155 | 03/31/2024 | | Sanctuary Wealth Management L.L.C. | 4,193 | $148 | 12/31/2023 | | SPEM | 4,193 | $148 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 4,066 | $144 | 12/31/2023 | | SPEM | 4,066 | $144 | 12/31/2023 | | The PNC Financial Services Group Inc. | 3,990 | $141 | 12/31/2023 | | SPEM | 3,990 | $141 | 12/31/2023 | | FinTrust Capital Advisors LLC | 3,890 | $138 | 12/31/2023 | | SPEM | 3,890 | $138 | 12/31/2023 | | Sage Mountain Advisors LLC | 3,890 | $138 | 12/31/2023 | | SPEM | 3,890 | $138 | 12/31/2023 | | Running Point Capital Advisors LLC | 3,552 | $126 | 12/31/2023 | | SPEM | 3,552 | $126 | 12/31/2023 | | Caitlin John LLC | 3,437 | $122 | 12/31/2023 | | SPEM | 3,437 | $122 | 12/31/2023 | | Tower Research Capital LLC TRC | 3,394 | $120 | 12/31/2023 | | SPEM | 3,394 | $120 | 12/31/2023 | | Oxford Financial Group Ltd. | 3,349 | $119 | 12/31/2023 | | SPEM | 3,349 | $119 | 12/31/2023 | | Founders Financial Alliance LLC | 3,338 | $118 | 12/31/2023 | | SPEM | 3,338 | $118 | 12/31/2023 | | Capital Investment Advisory Services LLC | 3,159 | $112 | 12/31/2023 | | SPEM | 3,159 | $112 | 12/31/2023 | | Tradition Wealth Management LLC | 3,172 | $112 | 12/31/2023 | | SPEM | 3,172 | $112 | 12/31/2023 | | Huntington National Bank | 3,038 | $108 | 12/31/2023 | | SPEM | 3,038 | $108 | 12/31/2023 | | Bogart Wealth LLC | 2,900 | $103 | 12/31/2023 | | SPEM | 2,900 | $103 | 12/31/2023 | | Eagle Bay Advisors LLC | 2,900 | $103 | 12/31/2023 | | SPEM | 2,900 | $103 | 12/31/2023 | | Spire Wealth Management | 2,802 | $96 | 12/31/2023 | | SPEM | 2,802 | $96 | 12/31/2023 | | Cullen Frost Bankers Inc. | 2,597 | $92 | 12/31/2023 | | SPEM | 2,597 | $92 | 12/31/2023 | | Quadrant Capital Group LLC | 2,590 | $92 | 12/31/2023 | | SPEM | 2,590 | $92 | 12/31/2023 | | Valley National Advisers Inc. | 2,512 | $88 | 12/31/2023 | | SPEM | 2,512 | $88 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,344 | $83 | 12/31/2023 | | SPEM | 2,344 | $83 | 12/31/2023 | | Battery Global Advisors LLC | 2,256 | $80 | 12/31/2023 | | SPEM | 2,256 | $80 | 12/31/2023 | | Ballast Advisors LLC | 2,132 | $75 | 12/31/2023 | | SPEM | 2,132 | $75 | 12/31/2023 | | Tsfg LLC | 1,971 | $70 | 12/31/2023 | | SPEM | 1,971 | $70 | 12/31/2023 | | NBC Securities Inc. | 1,771 | $64 | 03/31/2024 | | SPEM | 1,771 | $64 | 03/31/2024 | | Cherry Tree Wealth Management LLC | 1,440 | $51 | 12/31/2023 | | SPEM | 1,440 | $51 | 12/31/2023 | | Gradient Investments LLC | 1,265 | $45 | 12/31/2023 | | SPEM | 1,265 | $45 | 12/31/2023 | | Concord Wealth Partners | 1,250 | $44 | 12/31/2023 | | SPEM | 1,250 | $44 | 12/31/2023 | | Salem Investment Counselors Inc. | 1,200 | $43 | 03/31/2024 | | SPEM | 1,200 | $43 | 03/31/2024 | | Smartleaf Asset Management LLC | 1,059 | $37 | 12/31/2023 | | SPEM | 1,059 | $37 | 12/31/2023 | | Semmax Financial Advisors Inc. | 990 | $34 | 12/31/2023 | | SPEM | 990 | $34 | 12/31/2023 | | Carmichael Hill & Associates Inc. | 939 | $33 | 12/31/2023 | | SPEM | 939 | $33 | 12/31/2023 | | Frazier Financial Advisors LLC | 896 | $32 | 12/31/2023 | | SPEM | 896 | $32 | 12/31/2023 | | City Holding Co. | 796 | $29 | 03/31/2024 | | SPEM | 796 | $29 | 03/31/2024 | | American National Bank | 773 | $28 | 03/31/2024 | | SPEM | 773 | $28 | 03/31/2024 | | Anchor Investment Management LLC | 800 | $28 | 12/31/2023 | | SPEM | 800 | $28 | 12/31/2023 | | PrairieView Partners LLC | 733 | $26 | 12/31/2023 | | SPEM | 733 | $26 | 12/31/2023 | | WealthCollab LLC | 748 | $26 | 12/31/2023 | | SPEM | 748 | $26 | 12/31/2023 | | Deutsche Bank AG | 715 | $25 | 12/31/2023 | | SPEM | 715 | $25 | 12/31/2023 | | PSI Advisors LLC | 613 | $22 | 12/31/2023 | | SPEM | 613 | $22 | 12/31/2023 | | Phillips Financial Management LLC | 525 | $19 | 12/31/2023 | | SPEM | 525 | $19 | 12/31/2023 | | Investors Research Corp | 535 | $19 | 12/31/2023 | | SPEM | 535 | $19 | 12/31/2023 | | Colonial Trust Co SC | 543 | $19 | 12/31/2023 | | SPEM | 543 | $19 | 12/31/2023 | | Future Financial Wealth Managment LLC | 484 | $18 | 03/31/2024 | | SPEM | 484 | $18 | 03/31/2024 | | Able Wealth Management LLC | 519 | $18 | 12/31/2023 | | SPEM | 519 | $18 | 12/31/2023 | | CENTRAL TRUST Co | 468 | $17 | 12/31/2023 | | SPEM | 468 | $17 | 12/31/2023 | | Evermay Wealth Management LLC | 448 | $16 | 12/31/2023 | | SPEM | 448 | $16 | 12/31/2023 | | Heritage Wealth Advisors | 441 | $16 | 12/31/2023 | | SPEM | 441 | $16 | 12/31/2023 | | Voisard Asset Management Group Inc. | 450 | $16 | 12/31/2023 | | SPEM | 450 | $16 | 12/31/2023 | | JJJ Advisors Inc. | 393 | $14 | 03/31/2024 | | SPEM | 393 | $14 | 03/31/2024 | | Financial Advisory Service Inc. | 389 | $14 | 12/31/2023 | | SPEM | 389 | $14 | 12/31/2023 | | Fortis Group Advisors LLC | 390 | $14 | 12/31/2023 | | SPEM | 390 | $14 | 12/31/2023 | | Bessemer Group Inc. | 362 | $13 | 12/31/2023 | | SPEM | 362 | $13 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 304 | $11 | 12/31/2023 | | SPEM | 304 | $11 | 12/31/2023 | | PFG Private Wealth Management LLC | 323 | $11 | 12/31/2023 | | SPEM | 323 | $11 | 12/31/2023 | | Lindbrook Capital LLC | 296 | $10 | 12/31/2023 | | SPEM | 296 | $10 | 12/31/2023 | | Davis Capital Management | 239 | $9 | 03/31/2024 | | SPEM | 239 | $9 | 03/31/2024 | | Silicon Valley Capital Partners | 262 | $9 | 12/31/2023 | | SPEM | 262 | $9 | 12/31/2023 | | Beacon Capital Management LLC | 257 | $9 | 12/31/2023 | | SPEM | 257 | $9 | 12/31/2023 | | Sunbelt Securities Inc. | 199 | $7 | 03/31/2024 | | SPEM | 199 | $7 | 03/31/2024 | | Ameritas Investment Partners Inc. | 210 | $7 | 12/31/2023 | | SPEM | 210 | $7 | 12/31/2023 | | Ronald Blue Trust Inc. | 205 | $7 | 12/31/2023 | | SPEM | 205 | $7 | 12/31/2023 | | Foster Dykema Cabot & Partners LLC | 196 | $7 | 12/31/2023 | | SPEM | 196 | $7 | 12/31/2023 | | First Manhattan Co. | 156 | $6 | 12/31/2023 | | SPEM | 156 | $6 | 12/31/2023 | | SYM FINANCIAL Corp | 166 | $6 | 12/31/2023 | | SPEM | 166 | $6 | 12/31/2023 | | Plante Moran Financial Advisors LLC | 177 | $6 | 12/31/2023 | | SPEM | 177 | $6 | 12/31/2023 | | Pinnacle Bank | 157 | $6 | 12/31/2023 | | SPEM | 157 | $6 | 12/31/2023 | | First Command Advisory Services Inc. | 183 | $6 | 12/31/2023 | | SPEM | 183 | $6 | 12/31/2023 | | Qube Research & Technologies Ltd | 181 | $6 | 12/31/2023 | | SPEM | 181 | $6 | 12/31/2023 | | M&R Capital Management Inc. | 145 | $5 | 03/31/2024 | | SPEM | 145 | $5 | 03/31/2024 | | Global Wealth Strategies & Associates | 148 | $5 | 03/31/2024 | | SPEM | 148 | $5 | 03/31/2024 | | Ancora Advisors LLC | 131 | $5 | 12/31/2023 | | SPEM | 131 | $5 | 12/31/2023 | | SRS Capital Advisors Inc. | 143 | $5 | 12/31/2023 | | SPEM | 143 | $5 | 12/31/2023 | | Retirement Group LLC | 132 | $5 | 12/31/2023 | | SPEM | 132 | $5 | 12/31/2023 | | Investment Research & Advisory Group Inc. | 143 | $5 | 12/31/2023 | | SPEM | 143 | $5 | 12/31/2023 | | Burkett Financial Services LLC | 124 | $4 | 03/31/2024 | | SPEM | 124 | $4 | 03/31/2024 | | Fairfield Bush & CO. | 83 | $3 | 12/31/2023 | | SPEM | 83 | $3 | 12/31/2023 | | Islay Capital Management LLC | 86 | $3 | 12/31/2023 | | SPEM | 86 | $3 | 12/31/2023 | | Covestor Ltd | 93 | $3 | 12/31/2023 | | SPEM | 93 | $3 | 12/31/2023 | | Sound Income Strategies LLC | 56 | $2 | 03/31/2024 | | SPEM | 56 | $2 | 03/31/2024 | | Maryland Capital Advisors Inc. | 45 | $2 | 03/31/2024 | | SPEM | 45 | $2 | 03/31/2024 | | Farmers & Merchants Investments Inc. | 51 | $2 | 12/31/2023 | | SPEM | 51 | $2 | 12/31/2023 | | Evensky & Katz LLC | 37 | $1 | 03/31/2024 | | SPEM | 37 | $1 | 03/31/2024 | | Fifth Third Bancorp | 27 | $1 | 12/31/2023 | | SPEM | 27 | $1 | 12/31/2023 | | Clearstead Advisors LLC | 20 | $1 | 12/31/2023 | | SPEM | 20 | $1 | 12/31/2023 | | National Bank of Canada FI | 37 | $1 | 12/31/2023 | | SPEM | 37 | $1 | 12/31/2023 | | Marquette Asset Management LLC | 24 | $1 | 12/31/2023 | | SPEM | 24 | $1 | 12/31/2023 | | Front Row Advisors LLC | 36 | $1 | 12/31/2023 | | SPEM | 36 | $1 | 12/31/2023 | | First Pacific Financial | 27 | $1 | 12/31/2023 | | SPEM | 27 | $1 | 12/31/2023 | | Cordant Inc. | 22 | $1 | 12/31/2023 | | SPEM | 22 | $1 | 12/31/2023 | | Hexagon Capital Partners LLC | 30 | $1 | 12/31/2023 | | SPEM | 30 | $1 | 12/31/2023 | | FSC Wealth Advisors LLC | 26 | $1 | 12/31/2023 | | SPEM | 26 | $1 | 12/31/2023 | | TD Waterhouse Canada Inc. | 19 | $1 | 12/31/2023 | | SPEM | 19 | $1 | 12/31/2023 | | Thompson Investment Management Inc. | 0 | $0 | 03/31/2024 | | SPEM | 0 | $0 | 03/31/2024 | | 1832 Asset Management L.P. | 9 | $0 | 12/31/2023 | | SPEM | 9 | $0 | 12/31/2023 | | NewSquare Capital LLC | 14 | $0 | 12/31/2023 | | SPEM | 14 | $0 | 12/31/2023 | | AllSquare Wealth Management LLC | 3 | $0 | 12/31/2023 | | SPEM | 3 | $0 | 12/31/2023 | | Tucker Asset Management LLC | 3 | $0 | 12/31/2023 | | SPEM | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SPEM
See Details: Top 10 Hedge Funds Holding SPEM
Also See: SPEM Holdings Changes
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